$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 | Buy | ETF SER SOLUTIONSaptus defined | $51,101,000 | +4.3% | 1,741,094 | +10.0% | 17.10% | -4.2% |
ADME | Buy | ETF SER SOLUTIONSaptus drawdown | $25,847,000 | +8.4% | 716,581 | +1.6% | 8.65% | -0.5% |
ACIO | Buy | ETF SER SOLUTIONSaptus collared | $24,799,000 | +7.1% | 891,411 | +3.0% | 8.30% | -1.7% |
AGG | Buy | ISHARES TRcore us aggbd et | $15,579,000 | +2.6% | 131,816 | +2.7% | 5.21% | -5.8% |
ITOT | Buy | ISHARES TRcore s&p ttl stk | $13,845,000 | +21.2% | 160,576 | +7.0% | 4.63% | +11.3% |
OSCV | Buy | ETF SER SOLUTIONSopus sml cp vl | $11,735,000 | +22.5% | 419,014 | +2.3% | 3.93% | +12.5% |
IEFA | Buy | ISHARES TRcore msci eafe | $11,549,000 | +17.3% | 167,155 | +2.7% | 3.86% | +7.6% |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $8,186,000 | -4.6% | 80,226 | -3.5% | 2.74% | -12.4% |
IEMG | Buy | ISHARES INCcore msci emkt | $7,739,000 | +20.9% | 124,742 | +3.4% | 2.59% | +11.0% |
AAPL | Sell | APPLE INC | $7,467,000 | +12.8% | 56,282 | -2.9% | 2.50% | +3.6% |
HD | Buy | HOME DEPOT INC | $5,987,000 | +2.3% | 22,538 | +0.5% | 2.00% | -6.0% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $5,754,000 | +20.5% | 45,113 | +2.9% | 1.93% | +10.6% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,632,000 | +8.5% | 11,577 | -4.1% | 1.22% | -0.3% |
ICSH | Buy | ISHARES TRultr sh trm bd | $3,237,000 | +0.7% | 64,081 | +0.8% | 1.08% | -7.6% |
SO | Buy | SOUTHERN CO | $3,144,000 | +13.4% | 51,184 | +0.1% | 1.05% | +4.1% |
MUB | Buy | ISHARES TRnational mun etf | $3,072,000 | +4.1% | 26,213 | +2.9% | 1.03% | -4.5% |
DIA | Sell | SPDR 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% | 20,340 | 0.0% | 0.79% | +2.9% | |
FITB | Sell | FIFTH THIRD BANCORP | $2,334,000 | +29.1% | 84,656 | -0.2% | 0.78% | +18.5% |
USMV | Sell | ISHARES TRmsci min vol etf | $2,332,000 | +4.2% | 34,351 | -2.2% | 0.78% | -4.4% |
KO | Buy | COCA COLA CO | $2,272,000 | +11.2% | 41,424 | +0.1% | 0.76% | +2.0% |
BAC | Sell | BK OF AMERICA CORP | $2,250,000 | +21.8% | 74,218 | -3.2% | 0.75% | +11.9% |
UNH | Sell | UNITEDHEALTH GROUP INC | $1,863,000 | +10.5% | 5,314 | -1.4% | 0.62% | +1.5% |
V | Sell | VISA INC | $1,837,000 | +8.1% | 8,398 | -0.9% | 0.62% | -0.6% |
JPM | Buy | JPMORGAN CHASE &CO | $1,821,000 | +35.9% | 14,470 | +4.5% | 0.61% | +24.5% |
BLK | Buy | BLACKROCK INC | $1,788,000 | +31.5% | 2,478 | +3.0% | 0.60% | +20.6% |
CPRT | Buy | COPART INC | $1,679,000 | +23.5% | 13,194 | +2.4% | 0.56% | +13.5% |
BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $1,640,000 | +19.2% | 10,706 | +3.0% | 0.55% | +9.4% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,613,000 | +6.0% | 4,315 | -5.0% | 0.54% | -2.7% |
IVV | Sell | ISHARES TRcore s&p500 etf | $1,609,000 | -17.9% | 4,287 | -26.5% | 0.54% | -24.8% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $1,593,000 | +22.4% | 909 | +2.5% | 0.53% | +12.4% |
ROP | Buy | ROPER TECHNOLOGIES INC | $1,584,000 | +12.9% | 3,675 | +3.9% | 0.53% | +3.5% |
AMZN | Buy | AMAZON COM INC | $1,368,000 | +9.4% | 420 | +5.8% | 0.46% | +0.4% |
CHE | Buy | CHEMED CORP NEW | $1,299,000 | +17.5% | 2,438 | +6.5% | 0.44% | +7.9% |
DVY | Buy | ISHARES TRselect divid etf | $1,296,000 | +18.0% | 13,473 | +0.0% | 0.43% | +8.5% |
MSFT | Buy | MICROSOFT CORP | $1,262,000 | +9.6% | 5,676 | +3.7% | 0.42% | +0.5% |
DG | Buy | DOLLAR GEN CORP NEW | $1,222,000 | +3.2% | 5,810 | +3.2% | 0.41% | -5.3% |
AMT | Buy | AMERICAN TOWER CORP NEW | $1,204,000 | -1.4% | 5,364 | +6.7% | 0.40% | -9.4% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,199,000 | +9.7% | 8,494 | +0.0% | 0.40% | +0.5% |
WM | Buy | WASTE MGMT INC DEL | $1,164,000 | +6.3% | 9,873 | +2.6% | 0.39% | -2.3% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $1,061,000 | -0.7% | 18,051 | +0.5% | 0.36% | -9.0% |
NEAR | Buy | ISHARES US ETF TRsht mat bd etf | $1,029,000 | +16.9% | 20,514 | +94.4% | 0.34% | +7.2% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,016,000 | +14.5% | 5,219 | +0.2% | 0.34% | +5.3% |
JNJ | Buy | JOHNSON &JOHNSON | $958,000 | +5.7% | 6,090 | +0.1% | 0.32% | -2.7% |
FIS | Buy | FIDELITY NATL INFORMATION SV | $954,000 | +4.5% | 6,743 | +9.3% | 0.32% | -4.2% |
BMY | Sell | BRISTOL MYERS SQUIBB CO | $912,000 | +2.6% | 14,703 | -0.3% | 0.30% | -5.9% |
NFJ | ALLIANZGI DIVIDEND INT &PRM | $880,000 | +14.1% | 65,374 | 0.0% | 0.30% | +5.0% | |
T | Sell | AT&T INC | $860,000 | +0.5% | 29,907 | -1.4% | 0.29% | -7.7% |
WMT | WALMART INC | $778,000 | +3.0% | 5,399 | 0.0% | 0.26% | -5.5% | |
PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $753,000 | +21.1% | 43,315 | 0.0% | 0.25% | +11.0% | |
UCBI | Sell | UNITED CMNTY BKS BLAIRSVLE G | $747,000 | +67.1% | 26,270 | -0.5% | 0.25% | +53.4% |
ABBV | Buy | ABBVIE INC | $736,000 | +39.1% | 6,592 | +9.0% | 0.25% | +27.5% |
IWM | Sell | ISHARES TRrussell 2000 etf | $728,000 | +30.0% | 3,714 | -0.6% | 0.24% | +19.6% |
AFL | Buy | AFLAC INC | $700,000 | +1128.1% | 1,572 | +0.1% | 0.23% | +1014.3% |
TGT | Sell | TARGET CORP | $692,000 | +8.5% | 3,920 | -3.3% | 0.23% | -0.4% |
BIF | Buy | BOULDER GROWTH &INCOME FD I | $642,000 | +11.7% | 57,609 | +0.2% | 0.22% | +2.4% |
MGC | Buy | VANGUARD WORLD FDmega cap index | $609,000 | +11.7% | 4,565 | +0.5% | 0.20% | +2.5% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $608,000 | +3.6% | 4,833 | -0.5% | 0.20% | -5.1% |
TSLA | Sell | TESLA INC | $602,000 | +62.3% | 853 | -1.4% | 0.20% | +48.9% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $596,000 | +3.1% | 7,548 | +0.5% | 0.20% | -5.7% |
IDV | Buy | ISHARES 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% | 2,425 | 0.0% | 0.19% | 0.0% | |
COST | Buy | COSTCO WHSL CORP NEW | $542,000 | +6.3% | 1,438 | +0.1% | 0.18% | -2.7% |
DIS | Sell | DISNEY WALT CO | $538,000 | -17.9% | 2,972 | -43.7% | 0.18% | -24.7% |
PG | Sell | PROCTER &GAMBLE CO | $534,000 | -46.3% | 3,836 | -46.4% | 0.18% | -50.7% |
HDV | ISHARES TRcore high dv etf | $517,000 | +9.1% | 5,895 | 0.0% | 0.17% | 0.0% | |
MRK | Sell | MERCK &CO INC | $498,000 | -3.7% | 6,087 | -2.3% | 0.17% | -11.2% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $485,000 | +1176.3% | 5,615 | +1190.8% | 0.16% | +1057.1% |
PCI | Buy | PIMCO DYNMIC CREDIT AND MRT | $477,000 | +5.8% | 22,493 | +0.2% | 0.16% | -2.4% |
TFC | Sell | TRUIST FINL CORP | $467,000 | +25.2% | 9,734 | -1.7% | 0.16% | +14.7% |
DUK | Buy | DUKE ENERGY CORP NEW | $447,000 | +79.5% | 4,880 | +73.4% | 0.15% | +64.8% |
GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $446,000 | -14.7% | 4,457 | +5.9% | 0.15% | -22.0% |
VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $442,000 | +13.9% | 2,685 | -10.3% | 0.15% | +5.0% |
MTUM | Sell | ISHARES TRusa momentum fct | $420,000 | -1.4% | 2,607 | -9.8% | 0.14% | -9.0% |
INTC | Buy | INTEL CORP | $385,000 | -1.3% | 7,727 | +2.6% | 0.13% | -9.2% |
AOA | Buy | ISHARES TRaggres alloc etf | $382,000 | +11.0% | 5,956 | +0.9% | 0.13% | +2.4% |
ACWI | Sell | ISHARES 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% | 1,558 | 0.0% | 0.13% | +2.4% | |
SNV | SYNOVUS FINL CORP | $371,000 | +52.7% | 11,475 | 0.0% | 0.12% | +39.3% | |
GS | Sell | GOLDMAN SACHS GROUP INC | $370,000 | +27.6% | 1,404 | -2.6% | 0.12% | +17.0% |
MMM | Buy | 3M CO | $356,000 | +9.2% | 2,037 | +0.0% | 0.12% | 0.0% |
XOM | Sell | EXXON MOBIL CORP | $331,000 | -10.5% | 8,030 | -25.6% | 0.11% | -17.8% |
MEAR | Sell | ISHARES US ETF TRsht mat mun etf | $333,000 | -60.1% | 6,634 | -60.1% | 0.11% | -63.5% |
O | Buy | REALTY INCOME CORP | $327,000 | +3.2% | 5,256 | +0.7% | 0.11% | -6.0% |
CVX | Buy | CHEVRON CORP NEW | $313,000 | +17.7% | 3,701 | +0.2% | 0.10% | +8.2% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $311,000 | 0.0% | 1,846 | -1.0% | 0.10% | -8.0% |
CMCSA | Sell | COMCAST CORP NEWcl a | $311,000 | +13.1% | 5,940 | -0.2% | 0.10% | +4.0% |
SBUX | Sell | STARBUCKS CORP | $296,000 | +24.9% | 2,771 | -12.4% | 0.10% | +15.1% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $290,000 | +27.2% | 1,263 | +2.8% | 0.10% | +16.9% |
QCOM | QUALCOMM INC | $278,000 | +29.3% | 1,827 | 0.0% | 0.09% | +19.2% | |
CAT | Buy | CATERPILLAR INC DEL | $277,000 | +22.0% | 1,522 | +0.1% | 0.09% | +12.0% |
ESGU | New | ISHARES TResg awr msci usa | $279,000 | – | 3,244 | +100.0% | 0.09% | – |
SUSC | New | ISHARES TResg awre usd etf | $275,000 | – | 9,716 | +100.0% | 0.09% | – |
CHY | Sell | CALAMOS CONV &HIGH INCOME F | $271,000 | +21.0% | 18,958 | -1.0% | 0.09% | +11.0% |
GPN | GLOBAL PMTS INC | $262,000 | +21.3% | 1,217 | 0.0% | 0.09% | +11.4% | |
PFE | Sell | PFIZER INC | $259,000 | -34.4% | 7,039 | -34.6% | 0.09% | -39.6% |
FLOT | ISHARES TRfltg rate nt etf | $258,000 | +0.4% | 5,077 | 0.0% | 0.09% | -8.5% | |
PKI | Sell | PERKINELMER INC | $251,000 | +8.2% | 1,751 | -5.4% | 0.08% | -1.2% |
PEP | PEPSICO INC | $250,000 | +6.8% | 1,687 | 0.0% | 0.08% | -1.2% | |
VUG | VANGUARD INDEX FDSgrowth etf | $251,000 | +11.1% | 991 | 0.0% | 0.08% | +2.4% | |
ACWV | Sell | ISHARES INCmin vol gbl etf | $251,000 | -7.4% | 2,595 | -12.0% | 0.08% | -15.2% |
GOVT | Buy | ISHARES TRus treas bd etf | $248,000 | +7.4% | 9,104 | +10.3% | 0.08% | -1.2% |
FTSM | Buy | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $245,000 | 0.0% | 4,079 | +0.1% | 0.08% | -7.9% |
AYI | ACUITY BRANDS INC | $242,000 | +18.0% | 2,000 | 0.0% | 0.08% | +8.0% | |
EFA | Buy | ISHARES TRmsci eafe etf | $243,000 | +15.7% | 3,324 | +0.6% | 0.08% | +5.2% |
DHR | DANAHER CORPORATION | $233,000 | +3.1% | 1,050 | 0.0% | 0.08% | -4.9% | |
HIG | HARTFORD FINL SVCS GROUP INC | $225,000 | +32.4% | 4,601 | 0.0% | 0.08% | +21.0% | |
D | Buy | DOMINION ENERGY INC | $220,000 | -4.3% | 2,921 | +0.3% | 0.07% | -11.9% |
NVDA | Buy | NVIDIA CORP | $215,000 | -3.2% | 412 | +0.5% | 0.07% | -11.1% |
MBB | Buy | ISHARES TRmbs etf | $208,000 | 0.0% | 1,893 | +0.5% | 0.07% | -7.9% |
TRV | Sell | TRAVELERS COMPANIES INC | $207,000 | -21.6% | 1,472 | -39.7% | 0.07% | -28.1% |
IWP | Buy | ISHARES TRrus md cp gr etf | $205,000 | +42.4% | 1,996 | +139.3% | 0.07% | +30.2% |
FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $204,000 | -25.8% | 3,733 | -25.3% | 0.07% | -32.0% |
KMB | Buy | KIMBERLY CLARK CORP | $200,000 | -8.3% | 1,481 | +0.1% | 0.07% | -15.2% |
ALL | Buy | ALLSTATE CORP | $197,000 | +17.3% | 1,795 | +0.4% | 0.07% | +8.2% |
MGNI | Sell | MAGNITE INC | $196,000 | +237.9% | 6,382 | -23.9% | 0.07% | +214.3% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $198,000 | -2.9% | 560 | -14.4% | 0.07% | -10.8% |
ABT | ABBOTT LABS | $193,000 | +0.5% | 1,760 | 0.0% | 0.06% | -7.1% | |
MO | Sell | ALTRIA GROUP INC | $194,000 | -10.6% | 4,731 | -17.3% | 0.06% | -17.7% |
PM | Sell | PHILIP MORRIS INTL INC | $194,000 | -21.1% | 2,345 | -30.6% | 0.06% | -27.8% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $190,000 | +18.0% | 919 | +0.4% | 0.06% | +8.5% |
IJR | Buy | ISHARES 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% | 21,466 | 0.0% | 0.06% | +21.2% | |
IVE | Buy | ISHARES TRs&p 500 val etf | $183,000 | +210.2% | 1,429 | +170.6% | 0.06% | +177.3% |
IWV | Sell | ISHARES TRrussell 3000 etf | $181,000 | +1.7% | 810 | -10.7% | 0.06% | -6.2% |
CAPE | BARCLAYS BANK PLCipath shilr cape | $180,000 | +13.9% | 1,010 | 0.0% | 0.06% | +3.4% | |
GOOG | ALPHABET INCcap stk cl c | $161,000 | +19.3% | 92 | 0.0% | 0.05% | +10.2% | |
SUB | Buy | ISHARES TRshrt nat mun etf | $161,000 | 0.0% | 1,486 | +109.6% | 0.05% | -8.5% |
DSI | New | ISHARES TRmsci kld400 soc | $157,000 | – | 2,192 | +100.0% | 0.05% | – |
C | Sell | CITIGROUP INC | $155,000 | +37.2% | 2,521 | -3.8% | 0.05% | +26.8% |
CINF | CINCINNATI FINL CORP | $156,000 | +12.2% | 1,782 | 0.0% | 0.05% | +2.0% | |
GIS | Buy | GENERAL MLS INC | $154,000 | -4.3% | 2,616 | +0.2% | 0.05% | -11.9% |
GPC | GENUINE PARTS CO | $151,000 | +5.6% | 1,500 | 0.0% | 0.05% | -1.9% | |
CCJ | Sell | CAMECO CORP | $151,000 | -14.7% | 11,251 | -35.9% | 0.05% | -21.5% |
CSCO | Buy | CISCO SYS INC | $151,000 | +13.5% | 3,382 | +0.1% | 0.05% | +6.2% |
IYR | Sell | ISHARES TRu.s. real es etf | $150,000 | -11.8% | 1,749 | -17.7% | 0.05% | -19.4% |
IWS | Buy | ISHARES TRrus mdcp val etf | $147,000 | +75.0% | 1,521 | +45.7% | 0.05% | +58.1% |
RYAM | Sell | RAYONIER ADVANCED MATLS INC | $147,000 | +41.3% | 22,516 | -30.8% | 0.05% | +28.9% |
BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $146,000 | +0.7% | 1,758 | +0.3% | 0.05% | -7.5% |
IGIB | Sell | ISHARES TRintrm tr crp etf | $143,000 | -25.9% | 2,308 | -27.4% | 0.05% | -31.4% |
WFC | Sell | WELLS FARGO CO NEW | $139,000 | +26.4% | 4,608 | -1.9% | 0.05% | +17.5% |
BA | Sell | BOEING CO | $141,000 | +10.2% | 660 | -14.5% | 0.05% | 0.0% |
SBAC | SBA COMMUNICATIONS CORP NEWcl a | $141,000 | -11.3% | 500 | 0.0% | 0.05% | -19.0% | |
EEM | Buy | ISHARES TRmsci emg mkt etf | $140,000 | +17.6% | 2,717 | +0.8% | 0.05% | +9.3% |
LMT | LOCKHEED MARTIN CORP | $137,000 | -6.8% | 385 | 0.0% | 0.05% | -14.8% | |
ESGD | New | ISHARES TResg aw msci eafe | $134,000 | – | 1,828 | +100.0% | 0.04% | – |
WAT | WATERS CORP | $134,000 | +26.4% | 541 | 0.0% | 0.04% | +15.4% | |
STIP | Sell | ISHARES 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% | 1,468 | 0.0% | 0.04% | +4.7% | |
MCD | Sell | MCDONALDS CORP | $130,000 | -2.3% | 607 | -4.9% | 0.04% | -8.3% |
LQD | Buy | ISHARES 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% | 952 | 0.0% | 0.04% | +7.3% | |
GILD | Sell | GILEAD SCIENCES INC | $127,000 | -14.2% | 2,174 | -7.4% | 0.04% | -20.4% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $128,000 | +26.7% | 657 | +0.6% | 0.04% | +16.2% |
SHV | Buy | ISHARES TRshort treas bd | $127,000 | 0.0% | 1,147 | +0.2% | 0.04% | -6.5% |
PDT | Buy | HANCOCK JOHN PREMUIM DIV FD | $126,000 | +28.6% | 8,905 | +12.8% | 0.04% | +16.7% |
LOW | Buy | LOWES COS INC | $125,000 | -3.1% | 777 | +0.3% | 0.04% | -10.6% |
BP | Sell | BP PLCsponsored adr | $122,000 | +9.9% | 5,957 | -6.6% | 0.04% | +2.5% |
LNC | Buy | LINCOLN NATL CORP IND | $122,000 | +62.7% | 2,416 | +0.8% | 0.04% | +51.9% |
IWO | Buy | ISHARES TRrus 2000 grw etf | $120,000 | +48.1% | 417 | +13.6% | 0.04% | +33.3% |
PDI | Buy | PIMCO DYNAMIC INCOME FD | $116,000 | +4.5% | 4,401 | +1.0% | 0.04% | -2.5% |
AEP | Sell | AMERICAN ELEC PWR CO INC | $116,000 | +0.9% | 1,396 | -0.9% | 0.04% | -7.1% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $117,000 | -15.8% | 742 | +47.8% | 0.04% | -23.5% |
OGE | Buy | OGE ENERGY CORP | $118,000 | +7.3% | 3,718 | +1.3% | 0.04% | -2.5% |
UTF | Buy | COHEN &STEERS INFRASTRUCTUR | $114,000 | +17.5% | 4,415 | +1.3% | 0.04% | +8.6% |
VTEB | Sell | VANGUARD MUN BD FD INCtax exempt bd | $112,000 | -1.8% | 2,038 | -2.8% | 0.04% | -11.9% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $112,000 | +1.8% | 1,919 | -3.3% | 0.04% | -7.5% |
GRX | Buy | GABELLI HLTHCARE &WELLNESS | $112,000 | +19.1% | 9,350 | +2.3% | 0.04% | +8.8% |
GE | Sell | GENERAL 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% | 1,157 | 0.0% | 0.04% | +2.9% | |
ORCL | ORACLE CORP | $102,000 | +8.5% | 1,570 | 0.0% | 0.03% | 0.0% | |
TIP | Sell | ISHARES TRtips bd etf | $103,000 | +1.0% | 804 | -13.1% | 0.03% | -8.1% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $101,000 | +16.1% | 1,411 | -6.4% | 0.03% | +6.2% |
MELI | MERCADOLIBRE INC | $101,000 | +55.4% | 60 | 0.0% | 0.03% | +41.7% | |
CNP | CENTERPOINT ENERGY INC | $98,000 | +11.4% | 4,526 | 0.0% | 0.03% | +3.1% | |
EMR | Buy | EMERSON ELEC CO | $97,000 | +22.8% | 1,211 | +0.4% | 0.03% | +10.3% |
CVS | Sell | CVS HEALTH CORP | $97,000 | +12.8% | 1,427 | -3.6% | 0.03% | +3.2% |
RH | Buy | RH | $96,000 | +28.0% | 215 | +10.3% | 0.03% | +18.5% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $96,000 | +23.1% | 2,527 | -8.4% | 0.03% | +14.3% |
IWN | Buy | ISHARES TRrus 2000 val etf | $96,000 | +52.4% | 726 | +14.5% | 0.03% | +39.1% |
OHI | Buy | OMEGA HEALTHCARE INVS INC | $97,000 | +24.4% | 2,660 | +1.5% | 0.03% | +14.3% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $95,000 | +41.8% | 1,090 | +35.9% | 0.03% | +33.3% |
CREE | CREE INC | $95,000 | +66.7% | 896 | 0.0% | 0.03% | +52.4% | |
NEE | Buy | NEXTERA ENERGY INC | $97,000 | +11.5% | 1,254 | +300.6% | 0.03% | 0.0% |
ORLY | OREILLY AUTOMOTIVE INC | $93,000 | -2.1% | 206 | 0.0% | 0.03% | -11.4% | |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $91,000 | +8.3% | 800 | +0.1% | 0.03% | -3.2% |
DBEM | Sell | DBX ETF TRxtrack msci emrg | $90,000 | -9.1% | 3,269 | -19.4% | 0.03% | -16.7% |
IAU | ISHARES GOLD TRUSTishares | $91,000 | +1.1% | 5,000 | 0.0% | 0.03% | -9.1% | |
MET | Buy | METLIFE INC | $90,000 | +26.8% | 1,911 | +0.1% | 0.03% | +15.4% |
GOLD | New | BARRICK GOLD CORP | $91,000 | – | 401 | +100.0% | 0.03% | – |
PRU | Buy | PRUDENTIAL FINL INC | $88,000 | +37.5% | 1,124 | +11.7% | 0.03% | +26.1% |
VTV | VANGUARD INDEX FDSvalue etf | $85,000 | +14.9% | 710 | 0.0% | 0.03% | +3.7% | |
PPG | PPG INDS INC | $84,000 | +18.3% | 583 | 0.0% | 0.03% | +7.7% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $84,000 | +25.4% | 199 | 0.0% | 0.03% | +16.7% | |
ESML | Buy | ISHARES 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% | 4,652 | 0.0% | 0.03% | 0.0% | |
VTIP | VANGUARD MALVERN FDSstrm infproidx | $81,000 | 0.0% | 1,581 | 0.0% | 0.03% | -10.0% | |
SPHD | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $81,000 | +14.1% | 2,150 | 0.0% | 0.03% | +3.8% | |
BNDW | Sell | VANGUARD SCOTTSDALE FDStotal wld bd etf | $79,000 | -24.8% | 962 | -25.4% | 0.03% | -31.6% |
EAGG | Buy | ISHARES 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% | 584 | 0.0% | 0.03% | +30.0% | |
BIPC | New | BROOKFIELD INFRASTRUCTURE CO | $79,000 | – | 1,099 | +100.0% | 0.03% | – |
AXON | AXON ENTERPRISE INC | $75,000 | +33.9% | 612 | 0.0% | 0.02% | +25.0% | |
PHYS | SPROTT PHYSICAL GOLD TRUSTunit | $75,000 | 0.0% | 5,000 | 0.0% | 0.02% | -7.4% | |
RCL | Sell | ROYAL CARIBBEAN GROUP | $74,000 | +4.2% | 991 | -9.2% | 0.02% | -3.8% |
IYH | Buy | ISHARES TRus hlthcare etf | $76,000 | +8.6% | 309 | +0.3% | 0.02% | -3.8% |
GLD | SPDR GOLD TR | $75,000 | 0.0% | 423 | 0.0% | 0.02% | -7.4% | |
COP | CONOCOPHILLIPS | $72,000 | +22.0% | 1,788 | 0.0% | 0.02% | +9.1% | |
DAL | DELTA AIR LINES INC DEL | $73,000 | +30.4% | 1,824 | 0.0% | 0.02% | +20.0% | |
SNY | SANOFIsponsored adr | $71,000 | -2.7% | 1,464 | 0.0% | 0.02% | -11.1% | |
SCHF | SCHWAB STRATEGIC TRintl eqty etf | $73,000 | +15.9% | 2,017 | 0.0% | 0.02% | +4.3% | |
SSB | SOUTH ST CORP | $73,000 | +52.1% | 1,000 | 0.0% | 0.02% | +33.3% | |
PFF | ISHARES TRpfd and incm sec | $72,000 | +5.9% | 1,860 | 0.0% | 0.02% | -4.0% | |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $73,000 | +15.9% | 1,244 | +0.2% | 0.02% | +4.3% |
TECL | Buy | DIREXION 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% | 50 | 0.0% | 0.02% | 0.0% | |
KR | KROGER CO | $69,000 | -6.8% | 2,173 | 0.0% | 0.02% | -14.8% | |
GM | Buy | GENERAL MTRS CO | $70,000 | +100.0% | 1,677 | +42.5% | 0.02% | +76.9% |
NCR | Buy | NCR CORP NEW | $68,000 | +83.8% | 1,815 | +8.7% | 0.02% | +76.9% |
SLV | ISHARES SILVER TRUSTishares | $66,000 | +13.8% | 2,675 | 0.0% | 0.02% | +4.8% | |
PAYX | PAYCHEX INC | $66,000 | +17.9% | 703 | 0.0% | 0.02% | +10.0% | |
IIM | Buy | INVESCO CALIF MUN INCOME TR | $66,000 | +6.5% | 4,248 | +0.2% | 0.02% | -4.3% |
RNST | Buy | RENASANT CORP | $65,000 | +47.7% | 1,919 | +0.1% | 0.02% | +37.5% |
PYPL | Buy | PAYPAL HLDGS INC | $65,000 | +25.0% | 278 | +4.5% | 0.02% | +15.8% |
HPI | Buy | HANCOCK JOHN PFD INCOME FDsh ben int | $65,000 | +6.6% | 3,325 | +2.3% | 0.02% | 0.0% |
PFXF | Sell | VANECK VECTORS ETF TRUSTpfd secs ex finl | $63,000 | +5.0% | 3,043 | -2.8% | 0.02% | -4.5% |
IEV | Buy | ISHARES TReurope etf | $63,000 | +14.5% | 1,311 | +0.3% | 0.02% | +5.0% |
IJK | Buy | ISHARES 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% | 683 | 0.0% | 0.02% | -4.5% | |
SYY | Sell | SYSCO CORP | $64,000 | -11.1% | 864 | -25.2% | 0.02% | -19.2% |
HYS | Buy | PIMCO ETF TR0-5 high yield | $63,000 | +5.0% | 638 | +0.2% | 0.02% | -4.5% |
DOW | Buy | DOW INC | $63,000 | +18.9% | 1,127 | +0.3% | 0.02% | +10.5% |
XLK | Sell | SELECT 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% | 1,752 | 0.0% | 0.02% | +31.2% | |
ZIOP | ZIOPHARM ONCOLOGY INC | $61,000 | 0.0% | 24,250 | 0.0% | 0.02% | -9.1% | |
AWK | AMERICAN WTR WKS CO INC NEW | $59,000 | +5.4% | 384 | 0.0% | 0.02% | 0.0% | |
ESGE | Buy | ISHARES INCesg msci em etf | $56,000 | +19.1% | 1,347 | +6.6% | 0.02% | +11.8% |
USO | New | UNITED STS OIL FD LPunits | $56,000 | – | 1,686 | +100.0% | 0.02% | – |
RWX | Buy | SPDR INDEX SHS FDSdj intl rl etf | $56,000 | +16.7% | 1,631 | +0.1% | 0.02% | +5.6% |
AOR | Buy | ISHARES TRgrwt allocat etf | $57,000 | +7.5% | 1,090 | +0.2% | 0.02% | 0.0% |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $58,000 | -40.8% | 1,152 | -35.8% | 0.02% | -47.2% |
NKE | Buy | NIKE INCcl b | $57,000 | +11.8% | 406 | +0.7% | 0.02% | 0.0% |
CARR | Sell | CARRIER GLOBAL CORPORATION | $54,000 | +14.9% | 1,426 | -6.5% | 0.02% | +5.9% |
DLR | Buy | DIGITAL RLTY TR INC | $54,000 | +25.6% | 386 | +31.3% | 0.02% | +12.5% |
SUSB | Buy | ISHARES 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% | 600 | 0.0% | 0.02% | 0.0% | |
SMMV | Sell | ISHARES TRedge msci minm | $53,000 | -8.6% | 1,561 | -21.8% | 0.02% | -14.3% |
DIV | Sell | GLOBAL X FDSglobx supdv us | $51,000 | +6.2% | 3,028 | -5.0% | 0.02% | -5.6% |
NVCR | NOVOCURE LTD | $52,000 | +57.6% | 300 | 0.0% | 0.02% | +41.7% | |
DNP | DNP SELECT INCOME FD | $50,000 | +2.0% | 4,850 | 0.0% | 0.02% | -5.6% | |
MCHP | MICROCHIP TECHNOLOGY INC | $51,000 | +34.2% | 369 | 0.0% | 0.02% | +21.4% | |
MA | MASTERCARD INCcl a | $50,000 | +16.3% | 140 | 0.0% | 0.02% | +6.2% | |
WEC | WEC ENERGY GROUP INC | $51,000 | -5.6% | 553 | 0.0% | 0.02% | -15.0% | |
UL | UNILEVER PLCspon adr new | $49,000 | -2.0% | 809 | 0.0% | 0.02% | -11.1% | |
KMX | CARMAX INC | $47,000 | +2.2% | 500 | 0.0% | 0.02% | -5.9% | |
PPL | PPL CORP | $48,000 | +4.3% | 1,686 | 0.0% | 0.02% | -5.9% | |
PSLV | SPROTT PHYSICAL SILVER TRtr unit | $47,000 | +14.6% | 5,000 | 0.0% | 0.02% | +6.7% | |
ANTM | Sell | ANTHEM INC | $49,000 | -87.8% | 153 | -89.8% | 0.02% | -89.1% |
AMGN | AMGEN INC | $46,000 | -9.8% | 200 | 0.0% | 0.02% | -21.1% | |
WHR | WHIRLPOOL CORP | $45,000 | 0.0% | 247 | 0.0% | 0.02% | -6.2% | |
CXP | COLUMBIA PPTY TR INC | $44,000 | +29.4% | 3,101 | 0.0% | 0.02% | +25.0% | |
BIDU | Sell | BAIDU INCspon adr rep a | $45,000 | +15.4% | 210 | -32.3% | 0.02% | +7.1% |
AMD | New | ADVANCED MICRO DEVICES INC | $46,000 | – | 500 | +100.0% | 0.02% | – |
SE | Buy | SEA LTDsponsord ads | $45,000 | +136.8% | 225 | +80.0% | 0.02% | +114.3% |
ADSK | AUTODESK INC | $45,000 | +32.4% | 149 | 0.0% | 0.02% | +25.0% | |
IYC | Buy | ISHARES TRu.s. cnsm sv etf | $42,000 | +13.5% | 592 | +300.0% | 0.01% | +7.7% |
NWL | NEWELL BRANDS INC | $43,000 | +26.5% | 2,006 | 0.0% | 0.01% | +16.7% | |
PKG | Sell | PACKAGING CORP AMER | $41,000 | +20.6% | 295 | -5.8% | 0.01% | +16.7% |
ZBH | ZIMMER BIOMET HLDGS INC | $41,000 | +13.9% | 267 | 0.0% | 0.01% | +7.7% | |
ED | CONSOLIDATED EDISON INC | $41,000 | -6.8% | 563 | 0.0% | 0.01% | -12.5% | |
SIRI | Buy | SIRIUS 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% | 464 | 0.0% | 0.01% | +16.7% | |
BLUE | New | BLUEBIRD BIO INC | $43,000 | – | 1,000 | +100.0% | 0.01% | – |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $41,000 | +10.8% | 1,026 | +0.5% | 0.01% | +7.7% |
OTIS | Buy | OTIS WORLDWIDE CORP | $41,000 | +7.9% | 612 | +0.2% | 0.01% | 0.0% |
DD | DUPONT DE NEMOURS INC | $43,000 | +26.5% | 611 | 0.0% | 0.01% | +16.7% | |
KBE | Buy | SPDR SERIES TRUSTs&p bk etf | $39,000 | +44.4% | 923 | +0.2% | 0.01% | +30.0% |
SWKS | SKYWORKS SOLUTIONS INC | $38,000 | +5.6% | 250 | 0.0% | 0.01% | 0.0% | |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $40,000 | +8.1% | 685 | +0.9% | 0.01% | 0.0% |
FRT | Buy | FEDERAL 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% | 251 | 0.0% | 0.01% | +18.2% | |
ACV | Buy | ALLIANZGI DIVERSIFIED INCOME | $40,000 | +29.0% | 1,232 | +1.8% | 0.01% | +18.2% |
DGII | DIGI INTL INC | $38,000 | +22.6% | 2,000 | 0.0% | 0.01% | +18.2% | |
CAG | Sell | CONAGRA BRANDS INC | $36,000 | -10.0% | 994 | -12.3% | 0.01% | -20.0% |
MSI | MOTOROLA SOLUTIONS INC | $37,000 | +8.8% | 216 | 0.0% | 0.01% | 0.0% | |
KSU | KANSAS CITY SOUTHERN | $37,000 | +12.1% | 183 | 0.0% | 0.01% | 0.0% | |
NCLH | Sell | NORWEGIAN 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% | 800 | 0.0% | 0.01% | 0.0% | |
GNW | Sell | GENWORTH FINL INC | $35,000 | +2.9% | 9,350 | -11.0% | 0.01% | 0.0% |
HSY | HERSHEY CO | $35,000 | +6.1% | 229 | 0.0% | 0.01% | 0.0% | |
EZM | WISDOMTREE TRus midcap fund | $36,000 | +28.6% | 827 | 0.0% | 0.01% | +20.0% | |
CWBR | New | COHBAR INC | $36,000 | – | 26,650 | +100.0% | 0.01% | – |
FTV | FORTIVE CORP | $37,000 | -7.5% | 525 | 0.0% | 0.01% | -20.0% | |
MKTX | MARKETAXESS HLDGS INC | $35,000 | +16.7% | 62 | 0.0% | 0.01% | +9.1% | |
EMB | Sell | ISHARES TRjpmorgan usd emg | $37,000 | 0.0% | 321 | -2.7% | 0.01% | -7.7% |
ECL | ECOLAB INC | $34,000 | +6.2% | 159 | 0.0% | 0.01% | -8.3% | |
CCI | CROWN CASTLE INTL CORP NEW | $34,000 | -2.9% | 212 | 0.0% | 0.01% | -15.4% | |
IDNA | Buy | ISHARES TRgenomics immun | $32,000 | +113.3% | 750 | +100.0% | 0.01% | +120.0% |
CCL | Sell | CARNIVAL 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% | 632 | 0.0% | 0.01% | -8.3% | |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $32,000 | +60.0% | 357 | +38.9% | 0.01% | +57.1% |
CIT | CIT GROUP INC | $33,000 | +106.2% | 910 | 0.0% | 0.01% | +83.3% | |
LLY | LILLY ELI &CO | $34,000 | +13.3% | 200 | 0.0% | 0.01% | 0.0% | |
TXN | TEXAS INSTRS INC | $34,000 | +13.3% | 209 | 0.0% | 0.01% | 0.0% | |
LUMN | Sell | LUMEN TECHNOLOGIES INC | $32,000 | -5.9% | 3,332 | -1.8% | 0.01% | -8.3% |
ABMD | Sell | ABIOMED INC | $32,000 | -41.8% | 100 | -50.0% | 0.01% | -45.0% |
MU | New | MICRON TECHNOLOGY INC | $34,000 | – | 450 | +100.0% | 0.01% | – |
FB | Buy | FACEBOOK 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% | 610 | 0.0% | 0.01% | -8.3% | |
CME | CME GROUP INC | $33,000 | +10.0% | 180 | 0.0% | 0.01% | 0.0% | |
SKT | Sell | TANGER FACTORY OUTLET CTRS I | $32,000 | -11.1% | 3,167 | -46.6% | 0.01% | -15.4% |
KMI | Sell | KINDER MORGAN INC DEL | $32,000 | -49.2% | 2,331 | -51.6% | 0.01% | -52.2% |
IWB | Sell | ISHARES TRrus 1000 etf | $33,000 | -43.1% | 155 | -50.0% | 0.01% | -47.6% |
PSX | PHILLIPS 66 | $31,000 | +34.8% | 446 | 0.0% | 0.01% | +25.0% | |
CTVA | Buy | CORTEVA INC | $29,000 | +38.1% | 743 | +0.1% | 0.01% | +25.0% |
DRI | DARDEN RESTAURANTS INC | $30,000 | +20.0% | 250 | 0.0% | 0.01% | +11.1% | |
DE | DEERE &CO | $31,000 | +19.2% | 116 | 0.0% | 0.01% | +11.1% | |
MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $31,000 | +34.8% | 2,182 | +0.4% | 0.01% | +25.0% |
HBI | Sell | HANESBRANDS INC | $30,000 | -9.1% | 2,089 | -4.7% | 0.01% | -16.7% |
LULU | LULULEMON ATHLETICA INC | $30,000 | +3.4% | 87 | 0.0% | 0.01% | -9.1% | |
OKE | ONEOK INC NEW | $31,000 | +47.6% | 808 | 0.0% | 0.01% | +25.0% | |
TJX | TJX COS INC NEW | $31,000 | +19.2% | 459 | 0.0% | 0.01% | +11.1% | |
THW | TEKLA WORLD HEALTHCARE FD | $30,000 | +11.1% | 1,900 | 0.0% | 0.01% | 0.0% | |
AON | AON PLC | $29,000 | +3.6% | 136 | 0.0% | 0.01% | 0.0% | |
MCO | Buy | MOODYS CORP | $26,000 | +4.0% | 91 | +4.6% | 0.01% | 0.0% |
IYF | Buy | ISHARES TRu.s. finls etf | $28,000 | +16.7% | 420 | +100.0% | 0.01% | 0.0% |
ACN | ACCENTURE PLC IRELAND | $27,000 | +17.4% | 104 | 0.0% | 0.01% | +12.5% | |
PDM | PIEDMONT OFFICE REALTY TR IN | $28,000 | +16.7% | 1,748 | 0.0% | 0.01% | 0.0% | |
NSC | Buy | NORFOLK SOUTHERN CORP | $27,000 | +12.5% | 115 | +0.9% | 0.01% | 0.0% |
CBRL | CRACKER BARREL OLD CTRY STOR | $26,000 | +13.0% | 200 | 0.0% | 0.01% | +12.5% | |
LW | LAMB WESTON HLDGS INC | $26,000 | +18.2% | 331 | 0.0% | 0.01% | +12.5% | |
PNC | New | PNC FINL SVCS GROUP INC | $26,000 | – | 174 | +100.0% | 0.01% | – |
ISTB | Buy | ISHARES TRcore 1 5 yr usd | $28,000 | 0.0% | 551 | +0.5% | 0.01% | -10.0% |
ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $28,000 | -26.3% | 82 | +2.5% | 0.01% | -35.7% |
BIGC | Buy | BIGCOMMERCE HLDGS INC | $27,000 | -18.2% | 425 | +6.2% | 0.01% | -25.0% |
IVW | Buy | ISHARES 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% | 305 | 0.0% | 0.01% | +12.5% | |
FDL | Buy | FIRST TR MORNINGSTAR DIV LEA | $28,000 | -3.4% | 960 | +1.2% | 0.01% | -18.2% |
AGCO | AGCO CORP | $28,000 | +40.0% | 275 | 0.0% | 0.01% | +28.6% | |
SNAP | Buy | SNAP INCcl a | $26,000 | +85.7% | 529 | +0.8% | 0.01% | +80.0% |
ADBE | ADOBE SYSTEMS INCORPORATED | $28,000 | +3.7% | 55 | 0.0% | 0.01% | -10.0% | |
ADP | AUTOMATIC DATA PROCESSING IN | $28,000 | +27.3% | 160 | 0.0% | 0.01% | +12.5% | |
AOK | Buy | ISHARES TRconser alloc etf | $26,000 | +4.0% | 672 | +0.9% | 0.01% | 0.0% |
LVS | LAS VEGAS SANDS CORP | $23,000 | +27.8% | 380 | 0.0% | 0.01% | +14.3% | |
SCZ | New | ISHARES TReafe sml cp etf | $23,000 | – | 337 | +100.0% | 0.01% | – |
RMD | RESMED INC | $25,000 | +25.0% | 116 | 0.0% | 0.01% | +14.3% | |
BCE | Buy | BCE INC | $24,000 | +4.3% | 562 | +0.7% | 0.01% | 0.0% |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $24,000 | +4.3% | 387 | 0.0% | 0.01% | 0.0% | |
VLUE | ISHARES TRedge msci usa vl | $23,000 | +15.0% | 268 | 0.0% | 0.01% | +14.3% | |
SHAK | SHAKE SHACK INCcl a | $25,000 | +31.6% | 300 | 0.0% | 0.01% | +14.3% | |
HPQ | HP INC | $23,000 | +27.8% | 932 | 0.0% | 0.01% | +14.3% | |
ZBRA | ZEBRA TECHNOLOGIES CORPcl a | $23,000 | +53.3% | 59 | 0.0% | 0.01% | +60.0% | |
RDSB | ROYAL DUTCH SHELL PLCspon adr b | $25,000 | +38.9% | 756 | 0.0% | 0.01% | +14.3% | |
CLX | CLOROX CO DEL | $25,000 | -3.8% | 122 | 0.0% | 0.01% | -11.1% | |
DJP | BARCLAYS BANK PLCdjubs cmdt etn36 | $24,000 | +14.3% | 1,080 | 0.0% | 0.01% | 0.0% | |
IQI | INVESCO QUALITY MUNI INC TRS | $23,000 | +4.5% | 1,750 | 0.0% | 0.01% | 0.0% | |
HYMB | SPDR SER TRnuveen bbg brcly | $24,000 | +4.3% | 405 | 0.0% | 0.01% | 0.0% | |
IBB | Buy | ISHARES TRnasdaq biotech | $23,000 | +109.1% | 150 | +87.5% | 0.01% | +100.0% |
TMO | THERMO FISHER SCIENTIFIC INC | $25,000 | +8.7% | 53 | 0.0% | 0.01% | 0.0% | |
DOCU | DOCUSIGN INC | $22,000 | 0.0% | 100 | 0.0% | 0.01% | -12.5% | |
EMKR | EMCORE CORP | $20,000 | +66.7% | 3,650 | 0.0% | 0.01% | +75.0% | |
NI | NISOURCE INC | $20,000 | +5.3% | 854 | 0.0% | 0.01% | 0.0% | |
VPV | INVESCO PA VALUE MUN INCOME | $21,000 | +5.0% | 1,608 | 0.0% | 0.01% | 0.0% | |
NVO | NOVO-NORDISK A Sadr | $21,000 | 0.0% | 300 | 0.0% | 0.01% | -12.5% | |
KSS | New | KOHLS CORP | $20,000 | – | 500 | +100.0% | 0.01% | – |
VRSK | VERISK ANALYTICS INC | $21,000 | +10.5% | 100 | 0.0% | 0.01% | 0.0% | |
ISRG | INTUITIVE SURGICAL INC | $20,000 | +17.6% | 24 | 0.0% | 0.01% | +16.7% | |
VTRS | New | VIATRIS INC | $22,000 | – | 1,179 | +100.0% | 0.01% | – |
TSN | Buy | TYSON FOODS INCcl a | $21,000 | +5.0% | 332 | +0.3% | 0.01% | 0.0% |
TTE | TOTAL SEsponsored ads | $21,000 | +23.5% | 495 | 0.0% | 0.01% | +16.7% | |
TD | TORONTO DOMINION BK ONT | $22,000 | +22.2% | 385 | 0.0% | 0.01% | 0.0% | |
TDOC | New | TELADOC HEALTH INC | $20,000 | – | 100 | +100.0% | 0.01% | – |
CII | Buy | BLACKROCK 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% | 197 | 0.0% | 0.01% | +40.0% | |
WMB | Buy | WILLIAMS 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% | 263 | 0.0% | 0.01% | 0.0% | |
WKHS | New | WORKHORSE GROUP INC | $20,000 | – | 1,000 | +100.0% | 0.01% | – |
ARKK | ARK ETF TRinnovation etf | $21,000 | +31.2% | 172 | 0.0% | 0.01% | +16.7% | |
MNA | Sell | INDEXIQ ETF TRiq mrgr arb etf | $21,000 | -36.4% | 643 | -34.8% | 0.01% | -41.7% |
ITB | Buy | ISHARES TRus home cons etf | $22,000 | 0.0% | 387 | +0.3% | 0.01% | -12.5% |
APTV | APTIV PLC | $20,000 | +42.9% | 153 | 0.0% | 0.01% | +40.0% | |
SCHH | SCHWAB STRATEGIC TRus reit etf | $22,000 | +4.8% | 581 | 0.0% | 0.01% | -12.5% | |
GDX | New | VANECK VECTORS ETF TRgold miners etf | $22,000 | – | 600 | +100.0% | 0.01% | – |
OEF | ISHARES TRs&p 100 etf | $20,000 | +11.1% | 117 | 0.0% | 0.01% | 0.0% | |
MKC | Buy | MCCORMICK &CO INC | $20,000 | -4.8% | 212 | +100.0% | 0.01% | -12.5% |
VLO | VALERO ENERGY CORP NEW | $20,000 | +33.3% | 352 | 0.0% | 0.01% | +40.0% | |
RF | Buy | REGIONS FINL CORP NEW | $20,000 | +66.7% | 1,271 | +27.1% | 0.01% | +75.0% |
CSGP | COSTAR GROUP INC | $22,000 | +10.0% | 24 | 0.0% | 0.01% | 0.0% | |
GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $17,000 | 0.0% | 462 | +0.4% | 0.01% | 0.0% |
FSLY | Buy | FASTLY INCcl a | $19,000 | 0.0% | 213 | +6.5% | 0.01% | -14.3% |
HON | HONEYWELL INTL INC | $18,000 | +28.6% | 84 | 0.0% | 0.01% | +20.0% | |
BATRA | LIBERTY MEDIA CORP DELAWARE | $17,000 | +13.3% | 700 | 0.0% | 0.01% | +20.0% | |
URA | GLOBAL X FDSglobal x uranium | $18,000 | +38.5% | 1,161 | 0.0% | 0.01% | +20.0% | |
CRM | SALESFORCE COM INC | $17,000 | -10.5% | 76 | 0.0% | 0.01% | -14.3% | |
HUN | HUNTSMAN CORP | $17,000 | +13.3% | 670 | 0.0% | 0.01% | +20.0% | |
VWO | Buy | VANGUARD 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 | $18,000 | 0.0% | 1,020 | 0.0% | 0.01% | -14.3% | |
CIEN | New | CIENA CORP | $19,000 | – | 357 | +100.0% | 0.01% | – |
RGA | REINSURANCE GRP OF AMERICA I | $17,000 | +21.4% | 147 | 0.0% | 0.01% | +20.0% | |
GBT | Buy | GLOBAL BLOOD THERAPEUTICS IN | $17,000 | -10.5% | 400 | +14.3% | 0.01% | -14.3% |
SNSR | GLOBAL X FDSinternet of thng | $19,000 | +18.8% | 600 | 0.0% | 0.01% | 0.0% | |
CNQ | CANADIAN NAT RES LTD | $18,000 | +50.0% | 764 | 0.0% | 0.01% | +50.0% | |
IVOL | New | KRANESHARES TRquadrtc int rt | $17,000 | – | 600 | +100.0% | 0.01% | – |
SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $17,000 | +13.3% | 459 | 0.0% | 0.01% | +20.0% | |
ROK | Buy | ROCKWELL AUTOMATION INC | $19,000 | +18.8% | 75 | +1.4% | 0.01% | 0.0% |
IUSV | ISHARES TRcore s&p us vlu | $19,000 | +18.8% | 299 | 0.0% | 0.01% | 0.0% | |
M | New | MACYS INC | $17,000 | – | 1,500 | +100.0% | 0.01% | – |
CB | Sell | CHUBB LIMITED | $17,000 | 0.0% | 109 | -23.2% | 0.01% | 0.0% |
CGW | INVESCO EXCHNG TRADED FD TRs&p gbl water | $17,000 | +13.3% | 367 | 0.0% | 0.01% | +20.0% | |
NFLX | NETFLIX INC | $17,000 | +6.2% | 32 | 0.0% | 0.01% | 0.0% | |
CAH | CARDINAL HEALTH INC | $18,000 | +12.5% | 335 | 0.0% | 0.01% | 0.0% | |
WY | WEYERHAEUSER CO | $17,000 | +21.4% | 505 | 0.0% | 0.01% | +20.0% | |
GFED | GUARANTY FED BANCSHARES INC | $17,000 | +21.4% | 1,000 | 0.0% | 0.01% | +20.0% | |
IVZ | Sell | INVESCO LTD | $17,000 | +30.8% | 970 | -13.6% | 0.01% | +20.0% |
YOLO | Buy | ADVISORSHARES TRpure cannabis | $18,000 | +50.0% | 1,078 | +0.2% | 0.01% | +50.0% |
PFG | PRINCIPAL FINL GROUP INC | $18,000 | +20.0% | 364 | 0.0% | 0.01% | +20.0% | |
SRNE | Buy | SORRENTO THERAPEUTICS INC | $14,000 | +250.0% | 2,000 | +515.4% | 0.01% | +400.0% |
New | NORWEGIAN CRUISE LINE HLDG L | $16,000 | – | 20 | +100.0% | 0.01% | – | |
BE | New | BLOOM ENERGY CORP | $14,000 | – | 500 | +100.0% | 0.01% | – |
XLC | SELECT SECTOR SPDR TR | $14,000 | +16.7% | 201 | 0.0% | 0.01% | +25.0% | |
LIN | LINDE PLC | $15,000 | +7.1% | 57 | 0.0% | 0.01% | 0.0% | |
WDC | WESTERN DIGITAL CORP | $15,000 | +50.0% | 275 | 0.0% | 0.01% | +25.0% | |
AXP | Buy | AMERICAN EXPRESS CO | $16,000 | +23.1% | 135 | +8.0% | 0.01% | 0.0% |
NGG | NATIONAL GRID PLCsponsored adr ne | $14,000 | 0.0% | 234 | 0.0% | 0.01% | 0.0% | |
LEA | LEAR CORP | $16,000 | +45.5% | 103 | 0.0% | 0.01% | +25.0% | |
SCHW | SCHWAB CHARLES CORP | $15,000 | +50.0% | 275 | 0.0% | 0.01% | +25.0% | |
ASML | ASML HOLDING N V | $16,000 | +33.3% | 33 | 0.0% | 0.01% | +25.0% | |
SAP | SAP SEspon adr | $15,000 | -16.7% | 118 | 0.0% | 0.01% | -28.6% | |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $14,000 | -22.2% | 60 | 0.0% | 0.01% | -28.6% | |
FCX | FREEPORT-MCMORAN INCcl b | $16,000 | +60.0% | 632 | 0.0% | 0.01% | +25.0% | |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $14,000 | +27.3% | 160 | +100.0% | 0.01% | +25.0% |
BAX | BAXTER INTL INC | $15,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% | |
BK | BANK NEW YORK MELLON CORP | $15,000 | +25.0% | 356 | 0.0% | 0.01% | +25.0% | |
NET | Sell | CLOUDFLARE INC | $15,000 | -6.2% | 200 | -50.0% | 0.01% | -16.7% |
FIVG | Buy | ETF SER SOLUTIONSdefiance next | $15,000 | +150.0% | 450 | +125.0% | 0.01% | +150.0% |
FFC | FLAHERTY &CRUMRIN PFD &INM | $15,000 | +15.4% | 642 | 0.0% | 0.01% | 0.0% | |
RKT | ROCKET COS INC | $15,000 | 0.0% | 750 | 0.0% | 0.01% | 0.0% | |
HTBX | New | HEAT BIOLOGICS INC | $16,000 | – | 2,897 | +100.0% | 0.01% | – |
PEAK | HEALTHPEAK PPTYS INC | $16,000 | +14.3% | 534 | 0.0% | 0.01% | 0.0% | |
FAS | DIREXION SHS ETF TRdly fin bull new | $15,000 | +87.5% | 246 | 0.0% | 0.01% | +66.7% | |
CRMD | CORMEDIX INC | $15,000 | +25.0% | 2,000 | 0.0% | 0.01% | +25.0% | |
UNM | Buy | UNUM GROUP | $16,000 | +33.3% | 709 | +0.6% | 0.01% | +25.0% |
NOC | NORTHROP GRUMMAN CORP | $14,000 | 0.0% | 45 | 0.0% | 0.01% | 0.0% | |
ROM | PROSHARES TR | $15,000 | +25.0% | 209 | 0.0% | 0.01% | +25.0% | |
EXPD | EXPEDITORS INTL WASH INC | $14,000 | +7.7% | 143 | 0.0% | 0.01% | 0.0% | |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $15,000 | +15.4% | 250 | 0.0% | 0.01% | 0.0% | |
WOR | WORTHINGTON INDS INC | $15,000 | +25.0% | 300 | 0.0% | 0.01% | +25.0% | |
BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $15,000 | +25.0% | 352 | 0.0% | 0.01% | +25.0% | |
EQIX | EQUINIX INC | $14,000 | -6.7% | 20 | 0.0% | 0.01% | 0.0% | |
TRP | Buy | TC ENERGY CORP | $12,000 | -7.7% | 306 | +1.3% | 0.00% | -20.0% |
DDOG | Sell | DATADOG INC | $11,000 | -45.0% | 110 | -45.0% | 0.00% | -42.9% |
Z | ZILLOW GROUP INCcl c cap stk | $13,000 | +30.0% | 100 | 0.0% | 0.00% | 0.0% | |
BMYRT | BRISTOL MYERS SQUIBB COright 99/99/9999 | $12,000 | -68.4% | 16,956 | 0.0% | 0.00% | -71.4% | |
BNOV | INNOVATOR ETFS TRs&p 500 buffer | $12,000 | +9.1% | 400 | 0.0% | 0.00% | 0.0% | |
VFC | V F CORP | $13,000 | +30.0% | 148 | 0.0% | 0.00% | 0.0% | |
MIDD | MIDDLEBY CORP | $12,000 | +33.3% | 96 | 0.0% | 0.00% | +33.3% | |
CF | Buy | CF INDS HLDGS INC | $12,000 | +33.3% | 305 | +0.7% | 0.00% | +33.3% |
VPU | VANGUARD WORLD FDSutilities etf | $12,000 | +9.1% | 84 | 0.0% | 0.00% | 0.0% | |
MFC | Buy | MANULIFE FINL CORP | $13,000 | +30.0% | 744 | +1.1% | 0.00% | 0.0% |
HPE | HEWLETT PACKARD ENTERPRISE C | $11,000 | +22.2% | 932 | 0.0% | 0.00% | +33.3% | |
EBAY | EBAY INC | $13,000 | -7.1% | 266 | 0.0% | 0.00% | -20.0% | |
TY | TRI CONTL CORP | $12,000 | +9.1% | 417 | 0.0% | 0.00% | 0.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $13,000 | +8.3% | 19 | 0.0% | 0.00% | 0.0% | |
IT | GARTNER INC | $12,000 | +20.0% | 78 | 0.0% | 0.00% | 0.0% | |
DIFFUSION PHARMACEUTICALS IN | $13,000 | 0.0% | 15,750 | 0.0% | 0.00% | -20.0% | ||
IYE | Buy | ISHARES TRu.s. energy etf | $12,000 | +20.0% | 612 | +0.5% | 0.00% | 0.0% |
GRMN | GARMIN LTD | $12,000 | +33.3% | 100 | 0.0% | 0.00% | +33.3% | |
COMM | New | COMMSCOPE HLDG CO INC | $13,000 | – | 1,000 | +100.0% | 0.00% | – |
TTC | TORO CO | $11,000 | +10.0% | 118 | 0.0% | 0.00% | 0.0% | |
RPM | RPM INTL INC | $13,000 | +8.3% | 144 | 0.0% | 0.00% | 0.0% | |
CPB | CAMPBELL SOUP CO | $13,000 | 0.0% | 271 | 0.0% | 0.00% | -20.0% | |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $9,000 | +200.0% | 76 | +100.0% | 0.00% | +200.0% |
KHC | Sell | KRAFT HEINZ CO | $8,000 | -55.6% | 231 | -63.7% | 0.00% | -57.1% |
NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $8,000 | -84.3% | 1,000 | +400.0% | 0.00% | -84.2% |
VOO | New | VANGUARD INDEX FDS | $8,000 | – | 23 | +100.0% | 0.00% | – |
COLD | Buy | AMERICOLD RLTY TR | $8,000 | +14.3% | 202 | +0.5% | 0.00% | 0.0% |
VOYA | VOYA FINL INC | $9,000 | +28.6% | 150 | 0.0% | 0.00% | 0.0% | |
XRX | Buy | XEROX HOLDINGS CORP | $9,000 | +28.6% | 375 | +7.1% | 0.00% | 0.0% |
CCEP | COCA COLA EUROPEAN PARTNERS | $9,000 | +28.6% | 189 | 0.0% | 0.00% | 0.0% | |
JCI | Buy | JOHNSON CTLS INTL PLC | $10,000 | +11.1% | 221 | +0.5% | 0.00% | 0.0% |
MDT | MEDTRONIC PLC | $8,000 | +14.3% | 66 | 0.0% | 0.00% | 0.0% | |
STE | STERIS PLC | $10,000 | 0.0% | 54 | 0.0% | 0.00% | -25.0% | |
IBN | ICICI BK LTDadr | $10,000 | +66.7% | 643 | 0.0% | 0.00% | +50.0% | |
IEF | ISHARES TRbarclays 7 10 yr | $9,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
FRC | FIRST REP BK SAN FRANCISCO C | $10,000 | +42.9% | 65 | 0.0% | 0.00% | 0.0% | |
MS | MORGAN STANLEY | $9,000 | +50.0% | 134 | 0.0% | 0.00% | +50.0% | |
EVRG | EVERGY INC | $10,000 | +11.1% | 176 | 0.0% | 0.00% | 0.0% | |
NVEE | NV5 GLOBAL INC | $8,000 | +60.0% | 100 | 0.0% | 0.00% | +50.0% | |
NYCB | NEW YORK CMNTY BANCORP INC | $9,000 | +28.6% | 872 | 0.0% | 0.00% | 0.0% | |
NWN | NORTHWEST NAT HLDG CO | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
DPZ | DOMINOS PIZZA INC | $10,000 | -9.1% | 25 | 0.0% | 0.00% | -25.0% | |
BOTZ | GLOBAL X FDSrbtcs artfl inte | $9,000 | +12.5% | 270 | 0.0% | 0.00% | 0.0% | |
CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $10,000 | +11.1% | 124 | 0.0% | 0.00% | 0.0% | |
CHD | CHURCH &DWIGHT INC | $9,000 | -10.0% | 106 | 0.0% | 0.00% | -25.0% | |
XLF | SELECT SECTOR SPDR TRsbi int-finl | $9,000 | +12.5% | 312 | 0.0% | 0.00% | 0.0% | |
BKNG | Sell | BOOKING HLDGS INC | $9,000 | -65.4% | 4 | -75.0% | 0.00% | -66.7% |
SFIX | STITCH FIX INC | $9,000 | +125.0% | 150 | 0.0% | 0.00% | +200.0% | |
DSU | BLACKROCK DEBT STRAT FD INC | $10,000 | +11.1% | 955 | 0.0% | 0.00% | 0.0% | |
ATR | APTARGROUP INC | $8,000 | +33.3% | 56 | 0.0% | 0.00% | +50.0% | |
GIM | TEMPLETON GLOBAL INCOME FD | $9,000 | +12.5% | 1,546 | 0.0% | 0.00% | 0.0% | |
TSCO | TRACTOR SUPPLY CO | $8,000 | -11.1% | 60 | 0.0% | 0.00% | 0.0% | |
ULTA | ULTA BEAUTY INC | $9,000 | +28.6% | 32 | 0.0% | 0.00% | 0.0% | |
BLKB | BLACKBAUD INC | $5,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
NYMT | Buy | NEW YORK MTG TR INC | $6,000 | +50.0% | 1,594 | +4.9% | 0.00% | +100.0% |
DFS | DISCOVER FINL SVCS | $7,000 | +75.0% | 73 | 0.0% | 0.00% | +100.0% | |
QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $5,000 | – | 150 | +100.0% | 0.00% | – |
DKS | Buy | DICKS 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% | 35 | 0.0% | 0.00% | 0.0% | |
DVA | DAVITA INC | $6,000 | +20.0% | 54 | 0.0% | 0.00% | 0.0% | |
TROW | PRICE T ROWE GROUP INC | $6,000 | +20.0% | 38 | 0.0% | 0.00% | 0.0% | |
PRLB | PROTO LABS INC | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
FFIV | F5 NETWORKS INC | $5,000 | +66.7% | 28 | 0.0% | 0.00% | +100.0% | |
PHM | PULTE GROUP INC | $7,000 | -12.5% | 173 | 0.0% | 0.00% | -33.3% | |
MICRO FOCUS INTERNATIONAL PLspon adr new | $6,000 | – | 103 | 0.0% | 0.00% | – | ||
FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $6,000 | +20.0% | 59 | 0.0% | 0.00% | 0.0% | |
ROLL | RBC BEARINGS INC | $6,000 | +50.0% | 34 | 0.0% | 0.00% | +100.0% | |
FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $7,000 | +40.0% | 300 | 0.0% | 0.00% | 0.0% | |
RELX | RELX PLCsponsored adr | $6,000 | 0.0% | 249 | 0.0% | 0.00% | 0.0% | |
CBSH | Buy | COMMERCE BANCSHARES INC | $5,000 | +25.0% | 82 | +3.8% | 0.00% | +100.0% |
FE | Sell | FIRSTENERGY CORP | $7,000 | 0.0% | 240 | -22.8% | 0.00% | -33.3% |
MGM | MGM RESORTS INTERNATIONAL | $6,000 | +50.0% | 200 | 0.0% | 0.00% | +100.0% | |
ICUI | ICU MED INC | $5,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
CL | Buy | COLGATE PALMOLIVE CO | $7,000 | +16.7% | 78 | +1.3% | 0.00% | 0.0% |
RHP | RYMAN HOSPITALITY PPTYS INC | $7,000 | +75.0% | 100 | 0.0% | 0.00% | +100.0% | |
L | LOEWS CORP | $6,000 | +50.0% | 123 | 0.0% | 0.00% | +100.0% | |
CTXS | CITRIX SYS INC | $5,000 | -16.7% | 40 | 0.0% | 0.00% | 0.0% | |
AMLP | Buy | ALPS ETF TRalerian mlp | $5,000 | +25.0% | 188 | +3.3% | 0.00% | +100.0% |
LEN | LENNAR CORPcl a | $6,000 | -14.3% | 81 | 0.0% | 0.00% | -33.3% | |
GBCI | GLACIER BANCORP INC NEW | $5,000 | +25.0% | 116 | 0.0% | 0.00% | +100.0% | |
FROG | New | JFROG LTD | $6,000 | – | 100 | +100.0% | 0.00% | – |
GNTX | GENTEX CORP | $6,000 | +50.0% | 166 | 0.0% | 0.00% | +100.0% | |
STX | SEAGATE TECHNOLOGY PLC | $5,000 | +25.0% | 79 | 0.0% | 0.00% | +100.0% | |
PCY | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $7,000 | 0.0% | 250 | 0.0% | 0.00% | -33.3% | |
RIGS | Buy | ALPS ETF TRrivrfrnt str inc | $5,000 | 0.0% | 218 | +0.5% | 0.00% | 0.0% |
ABC | AMERISOURCEBERGEN CORP | $5,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
JRVR | JAMES RIV GROUP LTD | $7,000 | 0.0% | 150 | 0.0% | 0.00% | -33.3% | |
NTB | Buy | BANK 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% | 54 | 0.0% | 0.00% | +100.0% | |
LH | LABORATORY CORP AMER HLDGS | $6,000 | +20.0% | 28 | 0.0% | 0.00% | 0.0% | |
YUM | YUM BRANDS INC | $6,000 | +20.0% | 58 | 0.0% | 0.00% | 0.0% | |
HYZD | WISDOMTREE TRhedged hi yld bd | $6,000 | 0.0% | 292 | 0.0% | 0.00% | 0.0% | |
SWK | STANLEY BLACK &DECKER INC | $6,000 | +20.0% | 32 | 0.0% | 0.00% | 0.0% | |
VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $5,000 | +25.0% | 52 | 0.0% | 0.00% | +100.0% | |
RGR | STURM RUGER &CO INC | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
New | BAIDU INCcall | $5,000 | – | 1 | +100.0% | 0.00% | – | |
RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $6,000 | +20.0% | 25 | 0.0% | 0.00% | 0.0% | |
BIIB | BIOGEN INC | $5,000 | -16.7% | 22 | 0.0% | 0.00% | 0.0% | |
WAB | Sell | WABTEC CORP | $5,000 | 0.0% | 76 | -7.3% | 0.00% | 0.0% |
WPC | Buy | WP CAREY INC | $7,000 | 0.0% | 106 | +1.0% | 0.00% | -33.3% |
APRE | New | APREA THERAPEUTICS INC | $7,000 | – | 1,500 | +100.0% | 0.00% | – |
VNT | New | VONTIER CORPORATION | $7,000 | – | 210 | +100.0% | 0.00% | – |
BOCT | INNOVATOR ETFS TRs&p 500 bufetf | $5,000 | +25.0% | 150 | 0.0% | 0.00% | +100.0% | |
IIVI | II VI INC | $6,000 | +100.0% | 75 | 0.0% | 0.00% | +100.0% | |
IP | INTL PAPER CO | $6,000 | +20.0% | 128 | 0.0% | 0.00% | 0.0% | |
UFPI | UFP INDUSTRIES INC | $7,000 | 0.0% | 120 | 0.0% | 0.00% | -33.3% | |
VEA | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $5,000 | +25.0% | 100 | 0.0% | 0.00% | +100.0% | |
UAA | UNDER ARMOUR INCcl a | $6,000 | +50.0% | 350 | 0.0% | 0.00% | +100.0% | |
AIO | Buy | ALLIANZGI ARTIFICIAL INTELLI | $5,000 | +25.0% | 204 | +2.0% | 0.00% | +100.0% |
UTHR | UNITED THERAPEUTICS CORP DEL | $7,000 | +40.0% | 46 | 0.0% | 0.00% | 0.0% | |
ATEC | ALPHATEC HOLDINGS INC | $6,000 | +100.0% | 437 | 0.0% | 0.00% | +100.0% | |
JPS | NUVEEN PFD &INCM SECURTIES | $6,000 | 0.0% | 654 | 0.0% | 0.00% | 0.0% | |
NAD | NUVEEN QUALITY MUNCP INCOME | $7,000 | 0.0% | 467 | 0.0% | 0.00% | -33.3% | |
IXUS | Buy | ISHARES TRcore msci total | $7,000 | +16.7% | 109 | +0.9% | 0.00% | 0.0% |
DKNG | New | DRAFTKINGS INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
IBIO | Buy | IBIO INC | $4,000 | 0.0% | 3,600 | +100.0% | 0.00% | 0.0% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $3,000 | 0.0% | 37 | +2.8% | 0.00% | 0.0% |
LECO | LINCOLN ELEC HLDGS INC | $4,000 | +33.3% | 37 | 0.0% | 0.00% | 0.0% | |
BSGM | BIOSIG TECHNOLOGIES INC | $4,000 | -20.0% | 1,000 | 0.0% | 0.00% | -50.0% | |
TTD | New | THE TRADE DESK INC | $2,000 | – | 2 | +100.0% | 0.00% | – |
ALXN | ALEXION PHARMACEUTICALS INC | $4,000 | +33.3% | 24 | 0.0% | 0.00% | 0.0% | |
SDGR | Sell | SCHRODINGER INC | $2,000 | -60.0% | 20 | -80.0% | 0.00% | -50.0% |
LEG | LEGGETT &PLATT INC | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
UNP | UNION PACIFIC CORP | $4,000 | +33.3% | 18 | 0.0% | 0.00% | 0.0% | |
TOL | TOLL BROTHERS INC | $3,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
EWZS | ISHARES TRbrazil sm-cp etf | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $2,000 | – | 10 | +100.0% | 0.00% | – |
ALC | ALCON INC | $2,000 | +100.0% | 26 | 0.0% | 0.00% | – | |
IPOC | New | SOCIAL CAP HEDSPIA HLDG CO I | $2,000 | – | 107 | +100.0% | 0.00% | – |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $3,000 | +50.0% | 157 | +1.9% | 0.00% | 0.0% |
VER | Sell | VEREIT INC | $4,000 | 0.0% | 109 | -79.8% | 0.00% | 0.0% |
VRM | VROOM INC | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -50.0% | |
BMO | BANK MONTREAL QUE | $3,000 | +50.0% | 33 | 0.0% | 0.00% | 0.0% | |
J | JACOBS ENGR GROUP INC | $4,000 | +33.3% | 37 | 0.0% | 0.00% | 0.0% | |
AMC | AMC ENTMT HLDGS INC | $3,000 | -57.1% | 1,550 | 0.0% | 0.00% | -66.7% | |
IYT | ISHARES TRtrans avg etf | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
G | GENPACT LIMITED | $3,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
SRE | SEMPRA ENERGY | $4,000 | +33.3% | 28 | 0.0% | 0.00% | 0.0% | |
CCACU | CITIC CAPITAL ACQUISITION COunit 99/99/9999 | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
VOD | VODAFONE GROUP PLC NEWsponsored adr | $2,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% | |
HMSY | HMS HLDGS CORP | $4,000 | +33.3% | 121 | 0.0% | 0.00% | 0.0% | |
ING | ING GROEP N Vsponsored adr | $2,000 | 0.0% | 227 | 0.0% | 0.00% | 0.0% | |
BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $4,000 | -50.0% | 109 | -49.1% | 0.00% | -66.7% |
GNRC | GENERAC HLDGS INC | $2,000 | +100.0% | 7 | 0.0% | 0.00% | – | |
SNN | SMITH &NEPHEW PLCspdn adr new | $4,000 | +33.3% | 87 | 0.0% | 0.00% | 0.0% | |
GPS | GAP INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
YUMC | YUM CHINA HLDGS INC | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
EBC | New | EASTERN BANKSHARES INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
WH | WYNDHAM HOTELS &RESORTS INC | $3,000 | +50.0% | 49 | 0.0% | 0.00% | 0.0% | |
WYND | WYNDHAM DESTINATIONS INC | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
BOXL | BOXLIGHT CORP | $3,000 | -25.0% | 2,238 | 0.0% | 0.00% | 0.0% | |
ACC | AMERICAN CAMPUS CMNTYS INC | $2,000 | +100.0% | 41 | 0.0% | 0.00% | – | |
OXY | OCCIDENTAL PETE CORP | $4,000 | +33.3% | 258 | 0.0% | 0.00% | 0.0% | |
GPI | GROUP 1 AUTOMOTIVE INC | $4,000 | +33.3% | 32 | 0.0% | 0.00% | 0.0% | |
SQ | New | SQUARE INCcl a | $2,000 | – | 8 | +100.0% | 0.00% | – |
NAV | NAVISTAR INTL CORP NEW | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
HUBS | New | HUBSPOT INC | $2,000 | – | 4 | +100.0% | 0.00% | – |
NATI | NATIONAL INSTRS CORP | $3,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
HTLD | HEARTLAND EXPRESS INC | $2,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
AMP | AMERIPRISE FINL INC | $4,000 | +33.3% | 21 | 0.0% | 0.00% | 0.0% | |
SCL | STEPAN CO | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
New | ABIOMED INCcall | $3,000 | – | 1 | +100.0% | 0.00% | – | |
NHI | NATIONAL HEALTH INVS INC | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
ETJ | Buy | EATON VANCE RISK MNGD DIV EQ | $3,000 | 0.0% | 274 | +2.6% | 0.00% | 0.0% |
NRG | NRG ENERGY INC | $2,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
REM | Buy | ISHARES TRmortge rel etf | $3,000 | 0.0% | 106 | +1.9% | 0.00% | 0.0% |
DXC | DXC TECHNOLOGY CO | $2,000 | +100.0% | 79 | 0.0% | 0.00% | – | |
PINS | New | PINTEREST INCcl a | $2,000 | – | 24 | +100.0% | 0.00% | – |
PAA | Sell | PLAINS 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% | 40 | 0.0% | 0.00% | 0.0% | |
SYK | STRYKER CORP | $3,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
PSMT | PRICESMART INC | $2,000 | +100.0% | 22 | 0.0% | 0.00% | – | |
MUFG | MITSUBISHI UFJ FINL GROUP INsponsored ads | $2,000 | 0.0% | 448 | 0.0% | 0.00% | 0.0% | |
PRA | PROASSURANCE CORP | $2,000 | +100.0% | 92 | 0.0% | 0.00% | – | |
CFR | CULLEN FROST BANKERS INC | $3,000 | +50.0% | 33 | 0.0% | 0.00% | 0.0% | |
MAA | MID AMER APT CMNTYS INC | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
CRWD | New | CROWDSTRIKE HLDGS INCcl a | $2,000 | – | 8 | +100.0% | 0.00% | – |
CARNIVAL CORPcall | $3,000 | +50.0% | 2 | 0.0% | 0.00% | 0.0% | ||
FDX | FEDEX CORP | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
PUK | PRUDENTIAL PLCadr | $3,000 | +50.0% | 69 | 0.0% | 0.00% | 0.0% | |
SU | Sell | SUNCOR ENERGY INC NEW | $3,000 | -25.0% | 194 | -42.8% | 0.00% | 0.0% |
SBE | New | SWITCHBACK ENERGY ACQUISTN C | $3,000 | – | 194 | +100.0% | 0.00% | – |
INO | INOVIO PHARMACEUTICALS INC | $3,000 | -25.0% | 337 | 0.0% | 0.00% | 0.0% | |
CXH | MFS INVT GRADE MUN TRsh ben int | $4,000 | 0.0% | 437 | 0.0% | 0.00% | 0.0% | |
BSTZ | Buy | BLACKROCK SCIENCE &TECH TR | $4,000 | +33.3% | 102 | +2.0% | 0.00% | 0.0% |
FHN | FIRST HORIZON NATL CORP | $2,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% | |
URBN | URBAN OUTFITTERS INC | $2,000 | +100.0% | 69 | 0.0% | 0.00% | – | |
A | AGILENT TECHNOLOGIES INC | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
MD | MEDNAX INC | $2,000 | +100.0% | 76 | 0.0% | 0.00% | – | |
RWT | REDWOOD TR INC | $3,000 | 0.0% | 334 | 0.0% | 0.00% | 0.0% | |
MCK | MCKESSON CORP | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
IJS | Buy | ISHARES TRsp smcp600vl etf | $4,000 | +33.3% | 49 | +96.0% | 0.00% | 0.0% |
AKAM | AKAMAI TECHNOLOGIES INC | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
AVNS | AVANOS MED INC | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
WD | New | WALKER &DUNLOP INC | $2,000 | – | 18 | +100.0% | 0.00% | – |
SDG | ISHARES TRmsci global imp | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
RIO | RIO TINTO PLCsponsored adr | $3,000 | +50.0% | 37 | 0.0% | 0.00% | 0.0% | |
RHI | ROBERT HALF INTL INC | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
MPC | MARATHON PETE CORP | $4,000 | +33.3% | 86 | 0.0% | 0.00% | 0.0% | |
THQ | Buy | TEKLA HEALTHCARE OPPORTUNIT | $4,000 | +33.3% | 182 | +1.7% | 0.00% | 0.0% |
ECON | COLUMBIA ETF TR IIemrg markets etf | $3,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
FLGT | New | FULGENT GENETICS INC | $2,000 | – | 31 | +100.0% | 0.00% | – |
APPN | New | APPIAN CORPcl a | $2,000 | – | 13 | +100.0% | 0.00% | – |
FUBO | New | FUBOTV INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
BDL | FLANIGANS ENTERPRISES INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
INTU | INTUIT | $2,000 | +100.0% | 4 | 0.0% | 0.00% | – | |
RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $2,000 | 0.0% | 43 | +2.4% | 0.00% | 0.0% |
DCI | DONALDSON INC | $4,000 | +33.3% | 68 | 0.0% | 0.00% | 0.0% | |
FL | FOOT LOCKER INC | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
LOB | New | LIVE OAK BANCSHARES INC | $2,000 | – | 33 | +100.0% | 0.00% | – |
XBI | SPDR SERIES TRUSTs&p biotech | $4,000 | +33.3% | 27 | 0.0% | 0.00% | 0.0% | |
NUMV | Exit | NUSHARES ETF TRnuveen esg midvl | $0 | – | -600 | -100.0% | 0.00% | – |
INVIVO THERAPEUTICS HLDGS CO | $0 | – | 1 | 0.0% | 0.00% | – | ||
NVTA | New | INVITAE CORP | $1,000 | – | 23 | +100.0% | 0.00% | – |
HLIT | New | HARMONIC INC | $1,000 | – | 115 | +100.0% | 0.00% | – |
HSBC | HSBC HLDGS PLCspon adr new | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
GHL | GREENHILL &CO INC | $0 | – | 29 | 0.0% | 0.00% | – | |
New | GOLDMAN SACHS GROUP INCcall | $1,000 | – | 0 | +100.0% | 0.00% | – | |
AMJ | JPMORGAN CHASE &COalerian ml etn | $1,000 | – | 42 | 0.0% | 0.00% | – | |
New | CAMECO CORPcall | $0 | – | 10 | +100.0% | 0.00% | – | |
KBR | KBR INC | $1,000 | – | 17 | 0.0% | 0.00% | – | |
New | CAMECO CORPcall | $0 | – | 4 | +100.0% | 0.00% | – | |
New | RHcall | $1,000 | – | 1 | +100.0% | 0.00% | – | |
New | SEA LTDcall | $0 | – | 1 | +100.0% | 0.00% | – | |
UNITEDHEALTH GROUP INCcall | $0 | – | 1 | 0.0% | 0.00% | – | ||
KEYS | KEYSIGHT TECHNOLOGIES INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
KNSL | New | KINSALE CAP GROUP INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
KTB | KONTOOR BRANDS INC | $1,000 | – | 21 | 0.0% | 0.00% | – | |
New | JFROG LTDcall | $0 | – | 1 | +100.0% | 0.00% | – | |
New | FUBOTV INCcall | $0 | – | 1 | +100.0% | 0.00% | – | |
New | APPLE INCcall | $1,000 | – | 1 | +100.0% | 0.00% | – | |
New | CAMECO CORPcall | $0 | – | 5 | +100.0% | 0.00% | – | |
New | DELTA AIR LINES INC DEL | $0 | – | 1 | +100.0% | 0.00% | – | |
New | CLOUDFLARE INCcall | $0 | – | 1 | +100.0% | 0.00% | – | |
New | CAMECO CORPcall | $0 | – | 3 | +100.0% | 0.00% | – | |
LSF | New | LAIRD SUPERFOOD INC | $1,000 | – | 19 | +100.0% | 0.00% | – |
New | ANTHEM INCcall | $1,000 | – | 1 | +100.0% | 0.00% | – | |
New | CAMECO CORPcall | $0 | – | 5 | +100.0% | 0.00% | – | |
EL | LAUDER ESTEE COS INCcl a | $0 | – | 1 | 0.0% | 0.00% | – | |
LENB | LENNAR CORPcl b | $0 | – | 1 | 0.0% | 0.00% | – | |
FBHS | FORTUNE BRANDS HOME &SEC IN | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
Exit | CITIGROUP INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
MAC | MACERICH CO | $1,000 | 0.0% | 88 | 0.0% | 0.00% | – | |
FENY | FIDELITY COVINGTON TRmsci energy idx | $0 | – | 10 | 0.0% | 0.00% | – | |
NGVC | NATURAL GROCERS BY VITAMIN C | $0 | – | 32 | 0.0% | 0.00% | – | |
NMRK | NEWMARK GROUP INCcl a | $1,000 | – | 92 | 0.0% | 0.00% | – | |
NKLA | NIKOLA CORP | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
NBY | NOVABAY PHARMACEUTICALS INC | $1,000 | 0.0% | 2,000 | 0.0% | 0.00% | – | |
NUAN | NUANCE COMMUNICATIONS INC | $0 | – | 9 | 0.0% | 0.00% | – | |
NUE | NUCOR CORP | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
EMN | EASTMAN CHEMICAL CO | $0 | – | 4 | 0.0% | 0.00% | – | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 38 | 0.0% | 0.00% | – | |
OMC | OMNICOM GROUP INC | $0 | – | 8 | 0.0% | 0.00% | – | |
EOG | EOG RES INC | $0 | – | 10 | 0.0% | 0.00% | – | |
FLWS | New | FLWS/1-800 FLOWERScl a | $0 | – | 5 | +100.0% | 0.00% | – |
OPEN | New | OPENDOOR TECHNOLOGIES INC | $1,000 | – | 48 | +100.0% | 0.00% | – |
DSE | Sell | DUFF &PHELPS SLT ENGY AND M | $0 | – | 100 | -90.0% | 0.00% | – |
DRQ | DRIL QUIP INC | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
PAYC | New | PAYCOM SOFTWARE INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
PRSP | PERSPECTA INC | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $1,000 | 0.0% | 106 | 0.0% | 0.00% | – | |
DELL | DELL TECHNOLOGIES INCcl c | $1,000 | – | 7 | 0.0% | 0.00% | – | |
DSKEW | DASEKE INC*w exp 02/27/202 | $1,000 | 0.0% | 7,000 | 0.0% | 0.00% | – | |
CRBP | New | CORBUS PHARMACEUTICALS HLDGS | $1,000 | – | 1 | +100.0% | 0.00% | – |
STZ | CONSTELLATION BRANDS INCcl a | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
CNDT | New | CONDUENT INC | $0 | – | 20 | +100.0% | 0.00% | – |
REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 13 | 0.0% | 0.00% | – | |
CRUS | CIRRUS LOGIC INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
CC | CHEMOURS CO | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
SLB | SCHLUMBERGER LTD | $1,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
CRNC | CERENCE INC | $0 | – | 1 | 0.0% | 0.00% | – | |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | 1 | 0.0% | 0.00% | – | |
CMS | CMS ENERGY CORP | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
CI | CIGNA CORP NEW | $0 | – | 1 | 0.0% | 0.00% | – | |
NOW | New | SERVICENOW INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
WORK | New | SLACK TECHNOLOGIES INC | $0 | – | 5 | +100.0% | 0.00% | – |
SONY | New | SONY CORPsponsored adr | $0 | – | 4 | +100.0% | 0.00% | – |
BHF | BRIGHTHOUSE FINL INC | $1,000 | – | 15 | 0.0% | 0.00% | – | |
BWA | New | BORGWARNER INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
Exit | BAIDU INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | 15 | 0.0% | 0.00% | – | |
PRTY | Exit | PARTY CITY HOLDCO INC | $0 | – | -35 | -100.0% | 0.00% | – |
TXG | New | 10X GENOMICS INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
TWTR | TWITTER INC | $0 | – | 8 | 0.0% | 0.00% | – | |
UA | UNDER ARMOUR INCcl c | $0 | – | 20 | 0.0% | 0.00% | – | |
BCS | BARCLAYS PLCadr | $0 | – | 26 | 0.0% | 0.00% | – | |
BGCP | BGC PARTNERS INCcl a | $1,000 | – | 200 | 0.0% | 0.00% | – | |
ANET | New | ARISTA NETWORKS INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
APEN | APOLLO ENDOSURGERY INC | $0 | – | 65 | 0.0% | 0.00% | – | |
VEEV | New | VEEVA SYS INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
AIG | AMERICAN INTL GROUP INC | $0 | – | 10 | 0.0% | 0.00% | – | |
ATHE | ALTERITY THERAPEUTICS LTDsponsored adr | $0 | -100.0% | 333 | 0.0% | 0.00% | – | |
VRTX | VERTEX PHARMACEUTICALS INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
ALIMERA SCIENCES INC | $0 | – | 66 | 0.0% | 0.00% | – | ||
VITL | New | VITAL FARMS INC | $1,000 | – | 32 | +100.0% | 0.00% | – |
VMW | VMWARE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
ALBO | ALBIREO PHARMA INC | $0 | – | 10 | 0.0% | 0.00% | – | |
ASLE | New | AERSALE CORPORATION | $1,000 | – | 100 | +100.0% | 0.00% | – |
ASIX | ADVANSIX INC | $0 | – | 1 | 0.0% | 0.00% | – | |
ZS | New | ZSCALER INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
Exit | ROYAL CARIBBEAN GROUPcall | $0 | – | -2 | -100.0% | 0.00% | – | |
TEAM | New | ATLASSIAN CORP PLCcl a | $1,000 | – | 5 | +100.0% | 0.00% | – |
PCPLWS | CC NEUBERGER PRINCIPAL HLDNG*w exp 99/99/999 | $1,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
NVT | NVENT ELECTRIC PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
PNR | PENTAIR PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
SPOT | New | SPOTIFY TECHNOLOGY S A | $1,000 | – | 4 | +100.0% | 0.00% | – |
FVRR | New | FIVERR INTL LTD | $1,000 | – | 6 | +100.0% | 0.00% | – |
WIX | New | WIX COM LTD | $1,000 | – | 4 | +100.0% | 0.00% | – |
ESTC | New | ELASTIC N V | $1,000 | – | 9 | +100.0% | 0.00% | – |
PXS | New | PYXIS TANKERS INC | $0 | – | 6 | +100.0% | 0.00% | – |
BPMP | Exit | BP MIDSTREAM PARTNERS LPunit ltd ptnr | $0 | – | -111 | -100.0% | 0.00% | – |
Exit | SELECT SECTOR SPDR TRcall | $0 | – | -1 | -100.0% | 0.00% | – | |
Exit | BIGCOMMERCE HLDGS INCcall | $0 | – | -2 | -100.0% | 0.00% | – | |
Exit | RHcall | $0 | – | -1 | -100.0% | 0.00% | – | |
AAOI | Exit | APPLIED OPTOELECTRONICS INC | $0 | – | -124 | -100.0% | 0.00% | – |
Exit | SVB FINANCIAL GROUPcall | $0 | – | -1 | -100.0% | 0.00% | – | |
Exit | GOLDMAN SACHS GROUP INCcall | $0 | – | 0 | +100.0% | 0.00% | – | |
Exit | FASTLY INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
Exit | ANTHEM INCcall | $0 | – | 0 | +100.0% | 0.00% | – | |
Exit | ABIOMED INCput | $0 | – | -1 | -100.0% | 0.00% | – | |
NUMG | Exit | NUSHARES ETF TRnuveen esg midcp | $0 | – | -1,217 | -100.0% | 0.00% | – |
ERF | Exit | ENERPLUS CORP | $0 | – | -300 | -100.0% | 0.00% | – |
Exit | RAYTHEON TECHNOLOGIES CORPput | $0 | – | -1 | -100.0% | 0.00% | – | |
ACB | Exit | AURORA CANNABIS INC | $0 | – | -8 | -100.0% | 0.00% | – |
Exit | MAGNITE INCcall | $0 | – | -5 | -100.0% | 0.00% | – | |
APXTW | Exit | APEX TECHNOLOGY ACQUISITION*w exp 09/18/202 | $0 | – | -200 | -100.0% | 0.00% | – |
Exit | ANTHEM INCcall | $0 | – | 0 | +100.0% | 0.00% | – | |
NUSC | Exit | NUSHARES ETF TRnuveen esg smlcp | $0 | – | -734 | -100.0% | 0.00% | – |
Exit | BAIDU INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
Exit | ISHARES TRcall | $0 | – | -2 | -100.0% | 0.00% | – | |
Exit | VISA INCcall | $0 | – | 0 | +100.0% | 0.00% | – | |
CPAAW | Exit | CONYERS PK II ACQUISITION CO*w exp 07/18/202 | $0 | – | -250 | -100.0% | 0.00% | – |
Exit | SCHRODINGER INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
Exit | DOCUSIGN INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
Exit | SELECT SECTOR SPDR TRcall | $0 | – | -1 | -100.0% | 0.00% | – | |
Exit | GOLDMAN SACHS GROUP INCcall | $0 | – | 0 | +100.0% | 0.00% | – | |
Exit | VISA INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
Exit | CITIGROUP INCput | $0 | – | -1 | -100.0% | 0.00% | – | |
IWR | ISHARES TRrus mid cap etf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
DLPH | Exit | DELPHI TECHNOLOGIES PLC | $0 | – | -34 | -100.0% | 0.00% | – |
Exit | ABIOMED INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
Exit | APPLE INCcall | $0 | – | 0 | +100.0% | 0.00% | – | |
Exit | ISHARES TRcall | $0 | – | -2 | -100.0% | 0.00% | – | |
Exit | CLOUDFLARE INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
TRNEWS | Exit | TRINE ACQUISITION CORP*w exp 03/31/202 | $0 | – | -100 | -100.0% | 0.00% | – |
Exit | ENPHASE ENERGY INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
Exit | VROOM INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
ASHR | Exit | DBX ETF TRxtrack hrvst csi | $0 | – | -100 | -100.0% | -0.00% | – |
APXT | Exit | APEX TECHNOLOGY ACQUISITION | $0 | – | -150 | -100.0% | -0.00% | – |
BKLN | Exit | INVESCO EXCHNG TRADED FD TRsr ln etf | $0 | – | -139 | -100.0% | -0.00% | – |
PJAN | Exit | INNOVATOR ETFS TRs&p 500 power | $0 | – | -150 | -100.0% | -0.00% | – |
DNN | Exit | DENISON MINES CORP | $0 | – | -5,000 | -100.0% | -0.00% | – |
GVAL | Exit | CAMBRIA ETF TRglobal value etf | $0 | – | -107 | -100.0% | -0.00% | – |
MNCL | Exit | MONOCLE ACQUISITION CORP | $0 | – | -150 | -100.0% | -0.00% | – |
EBIX | Exit | EBIX INC | $0 | – | -302 | -100.0% | -0.00% | – |
MYL | Exit | MYLAN N V | $0 | – | -325 | -100.0% | -0.00% | – |
ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -100 | -100.0% | -0.00% | – |
BIP | Exit | BROOKFIELD INFRAST PARTNERSlp int unit | $0 | – | -162 | -100.0% | -0.00% | – |
IRM | Exit | IRON MTN INC NEW | $0 | – | -536 | -100.0% | -0.01% | – |
DSL | Exit | DOUBLELINE INCOME SOLUTIONS | $0 | – | -1,000 | -100.0% | -0.01% | – |
DNKN | Exit | DUNKIN BRANDS GROUP INC | $0 | – | -206 | -100.0% | -0.01% | – |
IEO | Exit | ISHARES TRus oil gs ex etf | $0 | – | -750 | -100.0% | -0.01% | – |
FPF | Exit | FIRST TR INTER DUR PFD &IN | $0 | – | -1,000 | -100.0% | -0.01% | – |
LVGO | Exit | LIVONGO HEALTH INC | $0 | – | -150 | -100.0% | -0.01% | – |
RSX | Exit | VANECK VECTORS ETF TRUSTrussia etf | $0 | – | -979 | -100.0% | -0.01% | – |
SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -100 | -100.0% | -0.01% | – |
HTBX | Exit | HEAT BIOLOGICS INC | $0 | – | -20,250 | -100.0% | -0.01% | – |
SJM | Exit | SMUCKER J M CO | $0 | – | -300 | -100.0% | -0.01% | – |
UBSI | Exit | UNITED BANKSHARES INC WEST V | $0 | – | -1,816 | -100.0% | -0.01% | – |
USO | Exit | UNITED STATES OIL FUND LPunits | $0 | – | -1,686 | -100.0% | -0.02% | – |
IDU | Exit | ISHARES TRu.s. utilits etf | $0 | – | -430 | -100.0% | -0.02% | – |
BACPRL | Exit | BK 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
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 | 2024-01-10 |
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 |
13F-HR | 2021-10-20 |
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.