$597 Million is the total value of TRUE Private Wealth Advisors's 757 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 18.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ITOT | Sell | iShares Core S&P Total US Stock Mkt ETFcore s&p ttl stk | $81,749,000 | +7.3% | 948,155 | -6.0% | 13.70% | +5.3% |
IAU | Sell | iShares Gold Trustishares | $51,356,000 | -2.4% | 2,832,690 | -3.1% | 8.61% | -4.2% |
IXUS | Sell | iShares Core MSCI Total Intl Stk ETFcore msci total | $48,533,000 | +13.4% | 722,330 | -1.5% | 8.13% | +11.3% |
IGIB | Sell | Ishares Tr Intrm Tr Crp Etf | $26,209,000 | +0.6% | 424,172 | -1.0% | 4.39% | -1.3% |
IEMG | Sell | iShares Core MSCI Emerging Markets ETFcore msci emkt | $22,756,000 | +10.9% | 366,804 | -5.6% | 3.81% | +8.8% |
AAPL | Sell | Apple Inc | $22,550,000 | +12.8% | 169,948 | -1.6% | 3.78% | +10.6% |
MUB | Buy | iShares National Muni Bond ETFnational mun etf | $20,653,000 | +3.9% | 176,223 | +2.8% | 3.46% | +1.9% |
USMV | Sell | iShares Edge MSCI Min Vol USAmsci usa min vol | $20,195,000 | +3.9% | 297,514 | -2.5% | 3.38% | +1.9% |
IWD | Sell | iShares Russell 1000 Valuerus 1000 val etf | $19,118,000 | +13.6% | 139,829 | -1.8% | 3.20% | +11.5% |
IJR | Sell | iShares Core S&P Small-Capcore s&p scp etf | $17,975,000 | +2.6% | 195,599 | -21.6% | 3.01% | +0.6% |
IJH | Sell | iShares Core S&P Mid-Capcore s&p mcp etf | $16,314,000 | +1.7% | 70,983 | -18.0% | 2.73% | -0.2% |
MSFT | Buy | Microsoft Corp | $10,862,000 | +6.4% | 48,839 | +0.6% | 1.82% | +4.3% |
AMZN | Buy | Amazon.com Inc | $7,204,000 | +9.1% | 2,212 | +5.5% | 1.21% | +7.0% |
LQD | Sell | iShares iBoxx $ Investment Grade Corporate Bond ETFiboxx inv cp etf | $4,929,000 | -38.2% | 35,689 | -39.7% | 0.83% | -39.4% |
BUD | Sell | Anheuser-Busch InBev SA/NVsponsored adr | $4,423,000 | +27.0% | 63,275 | -2.2% | 0.74% | +24.5% |
IUSV | Sell | iShares Core S&P US Value ETFcore s&p us vlu | $4,133,000 | -62.6% | 66,473 | -67.4% | 0.69% | -63.3% |
VGT | Buy | Vanguard Information Technology ETFinf tech etf | $4,131,000 | +19.4% | 11,676 | +5.1% | 0.69% | +17.1% |
F | Sell | Ford Motor Co | $4,058,000 | +30.0% | 461,717 | -1.5% | 0.68% | +27.6% |
JPM | Sell | JPMorgan Chase & Co | $3,835,000 | +27.5% | 30,188 | -3.4% | 0.64% | +25.1% |
PFE | Buy | Pfizer Inc | $3,782,000 | +2.7% | 102,751 | +2.4% | 0.63% | +0.8% |
BSV | Sell | Vanguard Short-Term Bond ETFshort trm bond | $3,686,000 | -6.7% | 44,475 | -6.5% | 0.62% | -8.4% |
TSLA | Buy | Tesla Motors Inc | $3,682,000 | +77.4% | 5,219 | +7.9% | 0.62% | +74.3% |
ABBV | Sell | AbbVie Inc | $3,596,000 | +22.2% | 33,564 | -0.1% | 0.60% | +19.9% |
PEP | Buy | PepsiCo Inc | $3,515,000 | +9.4% | 23,540 | +1.5% | 0.59% | +7.3% |
MMM | Sell | 3M Co | $3,453,000 | +7.4% | 19,759 | -1.6% | 0.58% | +5.5% |
CVX | Buy | Chevron Corp | $3,391,000 | +18.5% | 40,163 | +1.0% | 0.57% | +16.2% |
GS | Sell | Goldman Sachs Group Inc | $3,384,000 | +29.7% | 12,832 | -1.2% | 0.57% | +27.1% |
IVV | Sell | iShares Core S&P 500core s&p500 etf | $3,315,000 | -19.3% | 8,831 | -27.8% | 0.56% | -20.9% |
EMR | Sell | Emerson Electric Co | $3,315,000 | +20.5% | 41,254 | -1.7% | 0.56% | +18.1% |
UMPQ | Sell | Umpqua Holdings Corp | $3,266,000 | +40.4% | 215,777 | -1.5% | 0.55% | +37.8% |
T | Sell | AT&T Inc | $3,165,000 | -0.3% | 110,063 | -1.1% | 0.53% | -2.2% |
MBB | Buy | iShares MBSmbs etf | $2,877,000 | +17.8% | 26,131 | +18.1% | 0.48% | +15.6% |
ESGE | Sell | iShares ESG Aware MSCI EM ETFesg awr msci em | $2,865,000 | +8.2% | 68,255 | -8.2% | 0.48% | +6.2% |
IRM | Sell | Iron Mountain Inc | $2,854,000 | +7.7% | 94,824 | -1.9% | 0.48% | +5.5% |
RTX | Buy | Raytheon Technologies Ord | $2,700,000 | +24.7% | 37,770 | +0.4% | 0.45% | +22.2% |
QQQ | Sell | Invesco QQQ Trustunit ser 1 | $2,661,000 | -51.4% | 8,482 | -56.9% | 0.45% | -52.3% |
IWB | iShares Russell 1000rus 1000 etf | $2,645,000 | +13.2% | 12,489 | 0.0% | 0.44% | +11.0% | |
ESGU | Sell | iShares ESG Aware MSCI USA ETFesg awr msci usa | $2,626,000 | -0.9% | 30,533 | -12.2% | 0.44% | -2.9% |
VCIT | Sell | Vanguard Intermediate-Term Corp Bd ETFint-term corp | $2,512,000 | -5.6% | 25,865 | -6.9% | 0.42% | -7.3% |
ICSH | Buy | iShares Ultra Short-Term Bond ETFblackrock ultra | $2,481,000 | +15.2% | 49,122 | +15.3% | 0.42% | +13.0% |
FB | Buy | Facebook Inc Acl a | $2,444,000 | +5.1% | 8,950 | +0.7% | 0.41% | +3.3% |
JNJ | Sell | Johnson & Johnson | $2,415,000 | +5.6% | 15,347 | -0.1% | 0.40% | +3.6% |
BA | Buy | Boeing Co | $2,417,000 | +30.9% | 11,291 | +1.1% | 0.40% | +28.6% |
LLY | Sell | Eli Lilly and Co | $2,278,000 | +13.3% | 13,497 | -0.6% | 0.38% | +11.4% |
USB | Sell | US Bancorp | $2,267,000 | +29.0% | 48,229 | -0.5% | 0.38% | +26.7% |
SPY | Buy | SPDR S&P 500 ETFtr unit | $2,216,000 | +921.2% | 5,902 | +812.2% | 0.37% | +902.7% |
GOOGL | Buy | Alphabet Inc Acap stk cl a | $2,185,000 | +22.4% | 1,247 | +2.4% | 0.37% | +20.0% |
VHT | Buy | Vanguard Health Care ETFhealth car etf | $2,093,000 | +15.8% | 9,355 | +5.5% | 0.35% | +13.6% |
GILD | Sell | Gilead Sciences Inc | $2,072,000 | -12.5% | 35,581 | -5.1% | 0.35% | -14.3% |
VZ | Sell | Verizon Communications Inc | $2,031,000 | -5.4% | 34,587 | -4.2% | 0.34% | -7.4% |
IUSG | Sell | Ishares Core U S Growth Etfcore s&p us gwt | $1,938,000 | -85.5% | 21,853 | -86.9% | 0.32% | -85.8% |
NKE | Buy | Nike Inc Bcl b | $1,936,000 | +12.8% | 13,685 | +0.2% | 0.32% | +10.6% |
SBUX | Sell | Starbucks Corp | $1,879,000 | +14.4% | 17,565 | -8.1% | 0.32% | +12.5% |
IEFA | Sell | iShares Core MSCI EAFEcore msci eafe | $1,855,000 | -49.5% | 26,863 | -56.0% | 0.31% | -50.5% |
GOOG | Sell | Alphabet Inc Ccap stk cl c | $1,841,000 | +18.8% | 1,051 | -0.4% | 0.31% | +16.2% |
XLF | Buy | Financial Select Sector SPDR ETFsbi int-finl | $1,688,000 | +29.1% | 57,291 | +5.4% | 0.28% | +26.9% |
CRM | Buy | Salesforce.com Inc | $1,674,000 | -11.1% | 7,525 | +0.5% | 0.28% | -12.5% |
AOR | Sell | iShares Core Growth Allocation ETFgrwt allocat etf | $1,641,000 | -8.0% | 31,451 | -14.6% | 0.28% | -9.8% |
CSCO | Sell | Cisco Systems Inc | $1,630,000 | +12.0% | 36,440 | -1.4% | 0.27% | +9.6% |
XLC | Buy | Communication Services Sel Sect SPDRETF | $1,619,000 | +19.8% | 23,999 | +5.5% | 0.27% | +17.3% |
XLY | Buy | Select Sector Spdr Fund Shs Ben Consumer Discretionarysbi cons discr | $1,578,000 | +14.8% | 9,818 | +4.9% | 0.26% | +12.3% |
V | Buy | Visa Inc Class A | $1,543,000 | +24.4% | 7,054 | +13.7% | 0.26% | +22.2% |
COST | Buy | Costco Wholesale Corp | $1,497,000 | +7.6% | 3,973 | +1.4% | 0.25% | +5.5% |
TECL | Sell | Direxion Daily Technology Bull 3X ETFdly tech bull 3x | $1,442,000 | -17.3% | 3,546 | -37.8% | 0.24% | -18.8% |
SMMD | New | iShares Russell 2500 ETFrusel 2500 etf | $1,370,000 | – | 24,137 | +100.0% | 0.23% | – |
IVW | Buy | iShares S&P 500 Growths&p 500 grwt etf | $1,357,000 | -3.9% | 21,274 | +248.0% | 0.23% | -5.8% |
KO | Sell | Coca-Cola Co | $1,343,000 | +1.5% | 24,493 | -7.9% | 0.22% | -0.4% |
HD | Buy | The Home Depot Inc | $1,337,000 | -3.6% | 5,035 | +0.7% | 0.22% | -5.5% |
SHY | Sell | iShares 1-3 Year Treasury Bond1 3 yr treas bd | $1,333,000 | -33.4% | 15,443 | -33.2% | 0.22% | -34.8% |
DIS | Sell | Walt Disney Co | $1,332,000 | +39.2% | 7,355 | -4.7% | 0.22% | +36.8% |
IGSB | Sell | Ishares Tr Sh Tr Crport Etf | $1,310,000 | -21.1% | 23,754 | -21.5% | 0.22% | -22.5% |
OEF | Sell | iShares S&P 100s&p 100 etf | $1,292,000 | -6.0% | 7,527 | -14.8% | 0.22% | -7.7% |
XLI | Buy | Industrial Select Sector SPDR ETFsbi int-inds | $1,291,000 | +20.7% | 14,590 | +5.0% | 0.22% | +18.0% |
PYPL | Buy | PayPal Holdings Inc | $1,208,000 | +114.6% | 5,162 | +80.6% | 0.20% | +110.4% |
EFG | Sell | iShares MSCI EAFE Growth ETFeafe grwth etf | $1,174,000 | -37.3% | 11,637 | -44.1% | 0.20% | -38.4% |
VDC | Buy | Vanguard Consumer Staples ETFconsum stp etf | $1,027,000 | +12.0% | 5,908 | +5.2% | 0.17% | +9.6% |
CWB | Buy | SPDR Blmbg Barclays Convert Secs ETFblmbrg brc cnvrt | $1,024,000 | +1302.7% | 12,372 | +1063.9% | 0.17% | +1333.3% |
CMCSA | Buy | Comcast Corp Class Acl a | $1,013,000 | +13.3% | 19,339 | +0.0% | 0.17% | +11.1% |
NWN | Northwest Natural Holding Co | $973,000 | +1.4% | 21,160 | 0.0% | 0.16% | -0.6% | |
AGG | Sell | iShares Core US Aggregate Bondcore us aggbd et | $965,000 | -76.2% | 8,164 | -76.3% | 0.16% | -76.7% |
GOVT | Sell | iShares US Treasury Bondus treas bd etf | $956,000 | -48.7% | 35,098 | -47.4% | 0.16% | -49.7% |
BRKB | Buy | Berkshire Hathaway Inc Bcl b new | $930,000 | +9.8% | 4,012 | +0.9% | 0.16% | +7.6% |
NFLX | Buy | Netflix Inc | $892,000 | +12.5% | 1,651 | +4.0% | 0.15% | +10.4% |
UPS | Sell | United Parcel Service Inc Class Bcl b | $881,000 | -27.7% | 5,237 | -28.4% | 0.15% | -28.8% |
BMY | Sell | Bristol-Myers Squibb Company | $879,000 | +2.4% | 14,061 | -1.3% | 0.15% | 0.0% |
MRK | Sell | Merck & Co Inc | $866,000 | -12.2% | 10,508 | -11.0% | 0.14% | -13.7% |
SPXL | Buy | Direxion Daily S&P500 Bull 3X ETFdrx s&p500bull | $867,000 | +43250.0% | 12,001 | +24902.1% | 0.14% | – |
PG | Sell | Procter & Gamble Co | $844,000 | -1.7% | 6,071 | -1.9% | 0.14% | -4.1% |
TGT | Sell | Target Corp | $792,000 | +1.0% | 4,489 | -9.9% | 0.13% | -0.7% |
HON | Sell | Honeywell International Inc | $760,000 | +27.7% | 3,575 | -1.1% | 0.13% | +24.5% |
SHYG | Sell | iShares 0-5 Year High Yield Corp Bd ETF0-5yr hi yl cp | $743,000 | -24.9% | 16,354 | -27.5% | 0.12% | -26.0% |
VIG | Buy | Vanguard Dividend Appreciation ETFdiv app etf | $743,000 | +18.3% | 5,269 | +8.4% | 0.12% | +16.8% |
PM | Sell | Philip Morris International Inc | $744,000 | -13.5% | 8,870 | -21.4% | 0.12% | -15.0% |
VLUE | Sell | iShares MSCI USA Value Factor ETFmsci usa value | $747,000 | -14.1% | 8,605 | -27.1% | 0.12% | -16.1% |
LQDH | Buy | iShares Interest Rate Hedged Corp Bd ETFint rt hdg c b | $737,000 | +22.6% | 7,715 | +17.1% | 0.12% | +19.4% |
CARR | Sell | Carrier Global Corp-Wi | $716,000 | +23.2% | 18,938 | -0.6% | 0.12% | +21.2% |
UNH | Buy | UnitedHealth Group Inc | $716,000 | +14.7% | 2,043 | +1.9% | 0.12% | +12.1% |
CAT | Sell | Caterpillar Inc | $700,000 | +19.0% | 3,848 | -2.5% | 0.12% | +17.0% |
INTC | Sell | Intel Corp | $695,000 | -7.7% | 13,961 | -4.0% | 0.12% | -10.1% |
BX | Sell | Blackstone Group LP | $684,000 | +22.8% | 10,558 | -1.1% | 0.12% | +21.1% |
WFC | Buy | Wells Fargo & Co | $673,000 | +37.6% | 22,328 | +7.2% | 0.11% | +34.5% |
AVGO | Sell | Broadcom Inc Com | $673,000 | +9.4% | 1,539 | -8.9% | 0.11% | +7.6% |
IYW | Buy | Ishares U S Technology Etfu.s. tech etf | $667,000 | -15.4% | 7,846 | +199.6% | 0.11% | -17.0% |
FTNT | Sell | Fortinet Inc | $656,000 | +14.3% | 4,423 | -9.2% | 0.11% | +12.2% |
MS | Buy | Morgan Stanley | $647,000 | +43.5% | 9,442 | +1.1% | 0.11% | +40.3% |
OTIS | Sell | OTIS Worldwide Corp-Wi | $638,000 | +8.1% | 9,445 | -0.2% | 0.11% | +5.9% |
ADBE | Buy | Adobe Systems Inc | $632,000 | +3.3% | 1,264 | +1.2% | 0.11% | +1.0% |
IBM | Sell | International Business Machines Corp | $622,000 | +0.5% | 4,945 | -2.9% | 0.10% | -1.9% |
IDXX | IDEXX Laboratories Inc | $622,000 | +27.2% | 1,245 | 0.0% | 0.10% | +23.8% | |
MINT | Buy | PIMCO Enhanced Short Maturity Active ETFenhan shrt ma ac | $602,000 | +19.9% | 5,899 | +19.8% | 0.10% | +17.4% |
C | Buy | Citigroup Inc | $597,000 | +729.2% | 9,696 | +479.9% | 0.10% | +733.3% |
MCD | Sell | McDonald's Corp | $581,000 | -7.3% | 2,708 | -5.2% | 0.10% | -9.3% |
PAYX | Sell | Paychex Inc | $573,000 | +11.5% | 6,159 | -4.6% | 0.10% | +9.1% |
SNAP | Buy | Snap Inc Cl Acl a | $575,000 | +119.5% | 11,500 | +14.4% | 0.10% | +113.3% |
KMB | Buy | Kimberly-Clark Corp | $565,000 | -4.9% | 4,166 | +4.2% | 0.10% | -5.9% |
FISV | Buy | Fiserv Inc | $558,000 | +18.0% | 4,907 | +6.8% | 0.09% | +16.0% |
MAR | Buy | Marriott International Inccl a | $557,000 | +42.8% | 4,223 | +0.2% | 0.09% | +38.8% |
MO | Buy | Altria Group Inc | $538,000 | +6.7% | 12,859 | +0.7% | 0.09% | +4.7% |
TMO | Sell | Thermo Fisher Scientific Inc | $536,000 | -4.6% | 1,152 | -9.5% | 0.09% | -6.2% |
IHI | Sell | iShares US Medical Devicesu.s. med dvc etf | $532,000 | -28.8% | 1,628 | -34.7% | 0.09% | -30.5% |
XLU | Buy | Utilities Select Sector SPDR ETFsbi int-utils | $527,000 | +9.8% | 8,410 | +4.0% | 0.09% | +7.3% |
FREL | Sell | Fidelity MSCI Real Estate ETFmsci rl est etf | $518,000 | -72.1% | 20,430 | -74.1% | 0.09% | -72.6% |
IXN | Sell | iShares Global Tech ETFglobal tech etf | $522,000 | -32.7% | 1,742 | -40.9% | 0.09% | -34.6% |
SCHD | Sell | Schwab US Dividend Equity ETFus dividend eq | $513,000 | -0.8% | 8,008 | -14.4% | 0.09% | -2.3% |
WMT | Sell | Wal-Mart Stores Inc | $511,000 | +3.2% | 3,532 | -0.2% | 0.09% | +1.2% |
XOM | Sell | Exxon Mobil Corp | $501,000 | -2.9% | 12,170 | -19.1% | 0.08% | -4.5% |
HSY | Sell | The Hershey Co | $503,000 | +2.7% | 3,305 | -3.4% | 0.08% | 0.0% |
PANW | Sell | Palo Alto Networks Inc | $486,000 | +26.9% | 1,368 | -12.8% | 0.08% | +24.6% |
LOW | Sell | Lowe's Companies Inc | $477,000 | -13.1% | 2,972 | -10.3% | 0.08% | -14.9% |
CCI | Sell | Crown Castle International Corp | $450,000 | -8.5% | 2,829 | -4.4% | 0.08% | -10.7% |
SQ | Sell | Square Inccl a | $444,000 | +27.6% | 2,041 | -4.7% | 0.07% | +25.4% |
VAW | Buy | Vanguard Materials ETFmaterials etf | $435,000 | +21.8% | 2,774 | +4.6% | 0.07% | +19.7% |
LMT | Sell | Lockheed Martin Corp | $429,000 | -8.5% | 1,209 | -1.2% | 0.07% | -10.0% |
GVI | Sell | iShares Intermediate Govt/Crdt Bd ETFintrm gov cr etf | $432,000 | -50.7% | 3,674 | -50.7% | 0.07% | -52.0% |
BLK | Sell | BlackRock Inc | $422,000 | +16.3% | 585 | -9.3% | 0.07% | +14.5% |
ABT | Sell | Abbott Laboratories | $424,000 | -20.5% | 3,874 | -20.9% | 0.07% | -22.0% |
AMGN | Buy | Amgen Inc | $402,000 | -7.8% | 1,749 | +1.7% | 0.07% | -9.5% |
GLD | Sell | SPDR Gold Shares | $392,000 | -32.4% | 2,202 | -32.8% | 0.07% | -33.3% |
CWT | California Water Service Group | $389,000 | +24.7% | 7,200 | 0.0% | 0.06% | +22.6% | |
SJM | Sell | JM Smucker Co | $388,000 | 0.0% | 3,359 | -0.0% | 0.06% | -1.5% |
NVDA | Sell | NVIDIA Corp | $389,000 | -11.4% | 746 | -8.0% | 0.06% | -13.3% |
MET | Sell | MetLife Inc | $390,000 | +7.7% | 8,313 | -14.8% | 0.06% | +4.8% |
VNQ | Buy | Vanguard REIT ETFreal estate etf | $377,000 | +14.9% | 4,445 | +6.9% | 0.06% | +12.5% |
BAC | Buy | Bank of America Corporation | $377,000 | +26.1% | 12,439 | +0.1% | 0.06% | +23.5% |
BABA | Alibaba Group Holding Ltd ADRsponsored ads | $358,000 | -20.8% | 1,540 | 0.0% | 0.06% | -22.1% | |
AMCR | Buy | Amcor PLCord | $360,000 | +12.9% | 30,594 | +5.9% | 0.06% | +11.1% |
AZO | Buy | AutoZone Inc | $360,000 | +10.4% | 304 | +9.7% | 0.06% | +7.1% |
ZS | Buy | Zscaler Inc | $346,000 | +44.2% | 1,733 | +1.3% | 0.06% | +41.5% |
BRKA | Berkshire Hathaway Inc Acl a | $347,000 | +8.4% | 1 | 0.0% | 0.06% | +5.5% | |
XLE | Buy | Select Sector Spdr Trust Shs Ben Int Energyenergy | $341,000 | +40.9% | 9,012 | +11.1% | 0.06% | +39.0% |
ORCL | Buy | Oracle Corp | $342,000 | +26.2% | 5,299 | +16.7% | 0.06% | +23.9% |
VTV | Sell | Vanguard Value ETFvalue etf | $332,000 | +5.1% | 2,793 | -7.7% | 0.06% | +3.7% |
AEP | Sell | American Electric Power Co Inc | $327,000 | -0.9% | 3,935 | -2.6% | 0.06% | -1.8% |
LNC | Sell | Lincoln National Corp | $322,000 | +50.5% | 6,414 | -6.5% | 0.05% | +45.9% |
DOCU | Buy | Docusign INC | $315,000 | +36.4% | 1,419 | +32.0% | 0.05% | +35.9% |
AMAT | Buy | Applied Materials Inc | $317,000 | +87.6% | 3,682 | +29.2% | 0.05% | +82.8% |
IVE | Sell | iShares S&P 500 Values&p 500 val etf | $302,000 | +9.8% | 2,361 | -3.8% | 0.05% | +8.5% |
OSTK | Sell | Overstock.com Inc | $307,000 | -43.6% | 6,400 | -14.7% | 0.05% | -45.2% |
FIXD | Buy | First Trust TCWOpportunistic Fxd Inc ETFtcw opportunis | $300,000 | +115.8% | 5,495 | +116.2% | 0.05% | +108.3% |
GIS | Sell | General Mills Inc | $298,000 | -6.0% | 5,076 | -1.3% | 0.05% | -7.4% |
KRE | SPDR S&P Regional Banking ETFs&p regl bkg | $290,000 | +45.7% | 5,584 | 0.0% | 0.05% | +44.1% | |
DLR | Sell | Digital Realty Trust Inc | $295,000 | -4.8% | 2,099 | -0.8% | 0.05% | -7.5% |
A | Agilent Technologies Inc | $293,000 | +17.2% | 2,479 | 0.0% | 0.05% | +14.0% | |
QCOM | QUALCOMM Inc | $292,000 | +29.2% | 1,922 | 0.0% | 0.05% | +25.6% | |
MDT | Buy | Medtronic PLC | $294,000 | +22.0% | 2,503 | +8.2% | 0.05% | +19.5% |
MDLZ | Sell | Mondelez International Inc Class Acl a | $284,000 | -0.4% | 4,846 | -2.0% | 0.05% | -2.0% |
SMTC | Semtech Corp | $288,000 | +36.5% | 4,000 | 0.0% | 0.05% | +33.3% | |
XLP | Consumer Staples Select Sector SPDR ETFsbi cons stpls | $273,000 | +5.4% | 4,050 | 0.0% | 0.05% | +4.5% | |
ISRG | Sell | Intuitive Surgical Inc | $274,000 | +5.4% | 335 | -8.7% | 0.05% | +4.5% |
MU | Sell | Micron Technology Inc | $262,000 | +31.0% | 3,493 | -18.1% | 0.04% | +29.4% |
FDS | Buy | FactSet Research Systems Inc | $262,000 | 0.0% | 788 | +0.5% | 0.04% | -2.2% |
CERN | Sell | Cerner Corp | $255,000 | +8.1% | 3,251 | -0.2% | 0.04% | +7.5% |
ETR | Sell | Entergy Corp | $259,000 | -3.4% | 2,600 | -4.6% | 0.04% | -6.5% |
INTU | Buy | Intuit Inc | $257,000 | +31.1% | 678 | +12.6% | 0.04% | +30.3% |
BG | Buy | Bunge Ltd | $251,000 | +126.1% | 3,836 | +56.6% | 0.04% | +121.1% |
QID | Sell | ProShares UltraShort QQQultshrt qqq | $248,000 | -31.7% | 34,996 | -9.0% | 0.04% | -32.3% |
IYG | Sell | iShares US Financial Services ETFu.s. fin svc etf | $249,000 | -56.8% | 1,663 | -64.9% | 0.04% | -57.6% |
PRU | Buy | Prudential Financial Inc | $241,000 | +23.6% | 3,098 | +0.7% | 0.04% | +21.2% |
AMT | Buy | American Tower Corp | $233,000 | -2.1% | 1,034 | +5.5% | 0.04% | -4.9% |
VTRS | New | Viatris Inc | $230,000 | – | 12,296 | +100.0% | 0.04% | – |
ILMN | Illumina Inc | $234,000 | +20.0% | 634 | 0.0% | 0.04% | +18.2% | |
EXPD | Expeditors International of Washington Inc | $228,000 | +5.1% | 2,400 | 0.0% | 0.04% | +2.7% | |
WY | Weyerhaeuser Co | $226,000 | +17.7% | 6,744 | 0.0% | 0.04% | +15.2% | |
IYE | Buy | iShares U.S. Energy ETFu.s. energy etf | $218,000 | +36.2% | 10,779 | +7.4% | 0.04% | +37.0% |
MA | Buy | Mastercard Inc Acl a | $223,000 | +12.1% | 627 | +6.5% | 0.04% | +8.8% |
MRVL | Buy | Marvell Technology Group Ltdord | $220,000 | +22.2% | 4,638 | +1.7% | 0.04% | +19.4% |
LPX | Louisiana-Pacific Corp | $221,000 | +26.3% | 5,953 | 0.0% | 0.04% | +23.3% | |
SO | Southern Co | $215,000 | +13.8% | 3,500 | 0.0% | 0.04% | +12.5% | |
LRCX | Buy | Lam Research Corp | $214,000 | +60.9% | 452 | +12.4% | 0.04% | +56.5% |
LULU | Buy | Lululemon Athletica Inc | $212,000 | +9.3% | 610 | +3.0% | 0.04% | +9.1% |
SH | Sell | ProShares Short S&P500short s&p 500 ne | $214,000 | -76.7% | 11,927 | -73.6% | 0.04% | -77.1% |
STIP | Sell | iShares 0-5 Year TIPS Bond ETF0-5 yr tips etf | $207,000 | -31.2% | 1,984 | -31.4% | 0.04% | -31.4% |
CCL | Buy | Carnival Corpunit 99/99/9999 | $206,000 | +1371.4% | 9,523 | +864.8% | 0.04% | +1650.0% |
ISTB | Sell | iShares Core 1-5 Year USD Bond ETFcore 1 5 yr usd | $204,000 | -58.8% | 3,967 | -58.7% | 0.03% | -60.0% |
TWTR | Sell | Twitter Inc | $205,000 | +12.6% | 3,799 | -7.1% | 0.03% | +9.7% |
AMLP | Sell | Alerian MLP ETFalerian mlp | $204,000 | +5.7% | 7,952 | -18.0% | 0.03% | +3.0% |
IBDP | Sell | iShares iBonds Dec 2024 Term Corp ETFibonds dec24 etf | $202,000 | -49.5% | 7,607 | -49.8% | 0.03% | -50.0% |
IEX | IDEX Corp | $201,000 | +9.2% | 1,012 | 0.0% | 0.03% | +9.7% | |
XYL | Xylem Inc | $198,000 | +20.7% | 1,955 | 0.0% | 0.03% | +17.9% | |
DTD | WisdomTree US Total Dividend ETFus total dividnd | $198,000 | +11.9% | 1,893 | 0.0% | 0.03% | +10.0% | |
SYK | Buy | Stryker Corp | $192,000 | +17.8% | 783 | +0.1% | 0.03% | +14.3% |
WM | Waste Management Inc | $193,000 | +4.3% | 1,641 | 0.0% | 0.03% | 0.0% | |
ECL | Buy | Ecolab Inc | $193,000 | +16.3% | 894 | +7.7% | 0.03% | +14.3% |
PACW | Sell | PacWest Bancorp | $186,000 | +7.5% | 7,336 | -27.6% | 0.03% | +3.3% |
VV | Vanguard Large-Cap ETFlarge cap etf | $180,000 | +12.5% | 1,029 | 0.0% | 0.03% | +11.1% | |
MIDD | Buy | The Middleby Corp | $174,000 | +61.1% | 1,350 | +11.8% | 0.03% | +61.1% |
TT | Sell | Trane Technologies PLC | $171,000 | +10.3% | 1,179 | -7.8% | 0.03% | +11.5% |
HPQ | Sell | HP Inc | $173,000 | +24.5% | 7,001 | -4.0% | 0.03% | +20.8% |
SYY | Sysco Corp | $165,000 | +19.6% | 2,230 | 0.0% | 0.03% | +16.7% | |
UAL | Buy | United Continental Holdings Inc | $168,000 | +3260.0% | 3,906 | +2504.0% | 0.03% | +2700.0% |
UCON | Buy | First Trust TCW Unconstrained Pls Bd ETFtcw unconstrai | $170,000 | +40.5% | 6,398 | +37.6% | 0.03% | +33.3% |
KEYS | Keysight Technologies Inc | $161,000 | +34.2% | 1,221 | 0.0% | 0.03% | +35.0% | |
TLT | Sell | Ishares 20 Plus Year Treasury Bond Etf20 yr tr bd etf | $159,000 | -33.2% | 1,013 | -30.7% | 0.03% | -34.1% |
ITW | Buy | Illinois Tool Works Inc | $159,000 | +6.0% | 777 | +0.1% | 0.03% | +3.8% |
UBSI | United Bankshares Inc | $164,000 | +50.5% | 5,029 | 0.0% | 0.03% | +42.1% | |
POR | Buy | Portland General Electric Co | $163,000 | +20.7% | 3,789 | +0.5% | 0.03% | +17.4% |
IWF | Sell | iShares Russell 1000 Growthrus 1000 grw etf | $164,000 | +5.1% | 684 | -5.1% | 0.03% | 0.0% |
ULTA | Sell | Ulta Salon Cosmetics & Fragrance Inc | $159,000 | +21.4% | 554 | -5.9% | 0.03% | +22.7% |
TXN | Texas Instruments Inc | $164,000 | +15.5% | 1,000 | 0.0% | 0.03% | +12.5% | |
RESN | Sell | Resonant Inc | $158,000 | -21.0% | 59,821 | -29.1% | 0.03% | -23.5% |
AON | Aon PLC | $155,000 | +2.6% | 735 | 0.0% | 0.03% | 0.0% | |
IYR | Sell | iShares US Real Estateu.s. real es etf | $153,000 | +5.5% | 1,788 | -1.7% | 0.03% | +4.0% |
AOM | Sell | iShares Core Moderate Allocation ETFmodert alloc etf | $157,000 | -48.9% | 3,635 | -51.4% | 0.03% | -50.0% |
SUSA | Buy | iShares MSCI USA ESG Select ETFmsci usa esg slc | $152,000 | +12.6% | 1,848 | +100.0% | 0.02% | +8.7% |
WRK | Buy | WestRock Co | $149,000 | +38.0% | 3,428 | +10.0% | 0.02% | +38.9% |
EFAV | Buy | iShares MSCI EAFE Min Vol Factor ETFmsci eafe min vl | $149,000 | +18.3% | 2,040 | +10.2% | 0.02% | +13.6% |
NYCB | New York Community Bancorp Inc | $151,000 | +28.0% | 14,329 | 0.0% | 0.02% | +25.0% | |
SWKS | Sell | Skyworks Solutions Inc | $148,000 | -31.8% | 971 | -35.1% | 0.02% | -32.4% |
GE | Buy | General Electric Co | $150,000 | +200.0% | 13,907 | +71.3% | 0.02% | +177.8% |
RFIL | Sell | RF Industries Ltd | $145,000 | -15.2% | 29,588 | -23.4% | 0.02% | -17.2% |
ORI | Old Republic International Corp | $142,000 | +34.0% | 7,215 | 0.0% | 0.02% | +33.3% | |
LUV | Buy | Southwest Airlines Co | $143,000 | +32.4% | 3,079 | +6.4% | 0.02% | +33.3% |
EAGG | iShares ESG U.S. Aggregate Bond ETFesg awr us agrgt | $142,000 | 0.0% | 2,518 | 0.0% | 0.02% | 0.0% | |
BKNG | New | Booking Hldgs Inc | $140,000 | – | 63 | +100.0% | 0.02% | – |
MSI | Motorola Solutions Inc | $136,000 | +8.8% | 796 | 0.0% | 0.02% | +9.5% | |
ADP | Buy | Automatic Data Processing Inc | $135,000 | +42.1% | 763 | +12.0% | 0.02% | +43.8% |
TJX | Buy | TJX Companies Inc | $135,000 | +66.7% | 1,981 | +35.2% | 0.02% | +64.3% |
DHR | Sell | Danaher Corp | $136,000 | -4.2% | 611 | -7.6% | 0.02% | -4.2% |
DOV | Buy | Dover Corp | $138,000 | +26.6% | 1,098 | +8.9% | 0.02% | +21.1% |
HUN | New | Huntsman Corp | $130,000 | – | 5,196 | +100.0% | 0.02% | – |
SYNA | Sell | Synaptics Inc | $134,000 | +4.7% | 1,400 | -12.5% | 0.02% | 0.0% |
CGC | Buy | Canopy Growth Corp | $125,000 | +98.4% | 5,091 | +14.6% | 0.02% | +90.9% |
WBA | Sell | Walgreen Boots Alliance Inc Com | $128,000 | +8.5% | 3,220 | -2.5% | 0.02% | +5.0% |
CLX | Buy | Clorox Co | $127,000 | +6.7% | 629 | +10.9% | 0.02% | +5.0% |
EL | Buy | The Estee Lauder Companies Inc Class Acl a | $124,000 | +29.2% | 466 | +5.4% | 0.02% | +31.2% |
IAT | Buy | iShares US Regional Banksus regnl bks etf | $123,000 | +223.7% | 2,721 | +128.5% | 0.02% | +250.0% |
AWR | American States Water Co | $127,000 | +6.7% | 1,600 | 0.0% | 0.02% | +5.0% | |
GBCI | Glacier Bancorp Inc | $126,000 | +43.2% | 2,750 | 0.0% | 0.02% | +40.0% | |
RXT | Buy | Rackspace Technology Inc | $124,000 | +2.5% | 6,550 | +4.0% | 0.02% | 0.0% |
BND | Sell | Vanguard Total Bond Market ETFtotal bnd mrkt | $120,000 | -27.3% | 1,371 | -26.7% | 0.02% | -28.6% |
MDB | Sell | Mongodb Inc Cl Acl a | $118,000 | -11.9% | 331 | -43.0% | 0.02% | -13.0% |
IYJ | Buy | iShares US Industrialsus industrials | $122,000 | +16.2% | 1,264 | +100.0% | 0.02% | +11.1% |
ICE | Buy | Intercontinental Exchange Inc | $120,000 | +25.0% | 1,043 | +8.8% | 0.02% | +25.0% |
LIN | Buy | Linde plc | $112,000 | +45.5% | 427 | +31.4% | 0.02% | +46.2% |
IYC | Buy | iShares US Consumer Servicesu.s. cnsm sv etf | $114,000 | +12.9% | 1,620 | +300.0% | 0.02% | +11.8% |
UNM | Sell | Unum Group | $116,000 | +27.5% | 5,077 | -6.6% | 0.02% | +18.8% |
HIMX | Buy | Himax Technologies Incsponsored adr | $113,000 | – | 15,400 | +7600.0% | 0.02% | – |
KR | Buy | The Kroger Co | $116,000 | +78.5% | 3,678 | +90.4% | 0.02% | +72.7% |
ZTS | Buy | Zoetis Inccl a | $114,000 | +12.9% | 690 | +12.0% | 0.02% | +11.8% |
OLED | Universal Display Corp | $114,000 | +26.7% | 500 | 0.0% | 0.02% | +26.7% | |
FTSM | First Trust Enhanced Short Maturity ETFfirst tr enh new | $105,000 | 0.0% | 1,752 | 0.0% | 0.02% | 0.0% | |
ABB | ABB Ltdsponsored adr | $107,000 | +9.2% | 3,860 | 0.0% | 0.02% | +5.9% | |
HPE | Sell | Hewlett Packard Enterprise Co | $105,000 | +23.5% | 8,786 | -3.0% | 0.02% | +20.0% |
CVS | Buy | CVS Health Corp | $106,000 | +17.8% | 1,562 | +1.3% | 0.02% | +20.0% |
ORLY | Sell | O'Reilly Automotive Inc | $110,000 | -1.8% | 244 | -0.4% | 0.02% | -5.3% |
NEE | Buy | Nextera Energy Inc | $106,000 | +68.3% | 1,384 | +507.0% | 0.02% | +63.6% |
LSI | Life Storage Inc Com | $107,000 | +13.8% | 900 | 0.0% | 0.02% | +12.5% | |
FEZ | Buy | SPDR EURO STOXX 50 ETFeuro stoxx 50 | $107,000 | +15.1% | 2,576 | +0.3% | 0.02% | +12.5% |
SIGA | SIGA Technologies Inc | $103,000 | +6.2% | 14,206 | 0.0% | 0.02% | 0.0% | |
GWW | W.W. Grainger Inc | $102,000 | +14.6% | 250 | 0.0% | 0.02% | +13.3% | |
ALK | Buy | Alaska Air Group Inc | $101,000 | +57.8% | 1,960 | +11.4% | 0.02% | +54.5% |
TREX | Trex Co Inc | $100,000 | +17.6% | 1,200 | 0.0% | 0.02% | +13.3% | |
AOA | Sell | iShares Core Aggressive Allocation ETFaggres alloc etf | $99,000 | -34.9% | 1,554 | -40.7% | 0.02% | -34.6% |
IAGG | iShares Core International Aggt Bd ETFcore intl aggr | $102,000 | +1.0% | 1,831 | 0.0% | 0.02% | 0.0% | |
ESGD | iShares ESG Aware MSCI EAFE ETFesg aw msci eafe | $100,000 | +14.9% | 1,378 | 0.0% | 0.02% | +13.3% | |
DVY | Sell | iShares Select Dividendselect divid etf | $100,000 | -2.0% | 1,050 | -16.3% | 0.02% | 0.0% |
OC | Owens-Corning Inc | $101,000 | +9.8% | 1,341 | 0.0% | 0.02% | +6.2% | |
CRWD | Sell | CrowdStrike Holdings Inccl a | $98,000 | +34.2% | 465 | -12.6% | 0.02% | +33.3% |
TD | Toronto Dominion Bk Ont Com New | $93,000 | +22.4% | 1,653 | 0.0% | 0.02% | +23.1% | |
XEL | Buy | Xcel Energy Inc | $95,000 | -3.1% | 1,422 | +0.1% | 0.02% | -5.9% |
WTRG | Essential Utilities Inc | $94,000 | +17.5% | 2,000 | 0.0% | 0.02% | +14.3% | |
COLB | Columbia Banking System Inc | $92,000 | +50.8% | 2,579 | 0.0% | 0.02% | +50.0% | |
DNP | Buy | DNP Select Income | $88,000 | +3.5% | 8,544 | +1.3% | 0.02% | 0.0% |
D | Dominion Resources Inc | $91,000 | -4.2% | 1,215 | 0.0% | 0.02% | -6.2% | |
DOW | Dow Inc | $88,000 | +18.9% | 1,588 | 0.0% | 0.02% | +15.4% | |
SIRI | Buy | Sirius XM Holdings Inc | $87,000 | +20.8% | 13,806 | +2.4% | 0.02% | +25.0% |
SRE | Sempra Energy | $91,000 | +8.3% | 709 | 0.0% | 0.02% | +7.1% | |
CME | CME Group Inc Class A | $90,000 | +11.1% | 488 | 0.0% | 0.02% | +7.1% | |
BANR | Banner Corp | $87,000 | +45.0% | 1,886 | 0.0% | 0.02% | +50.0% | |
ADM | Archer-Daniels Midland Co | $88,000 | +8.6% | 1,750 | 0.0% | 0.02% | +7.1% | |
NUAN | Nuance Communications Inc | $88,000 | +33.3% | 2,000 | 0.0% | 0.02% | +36.4% | |
LDOS | Leidos Holdings Inc | $89,000 | +17.1% | 855 | 0.0% | 0.02% | +15.4% | |
FEYE | Sell | FireEye Inc | $84,000 | +29.2% | 3,665 | -31.0% | 0.01% | +27.3% |
FIDU | Fidelity MSCI Industrials ETFmsci indl indx | $81,000 | +17.4% | 1,733 | 0.0% | 0.01% | +16.7% | |
PINS | Pinterest Inccl a | $82,000 | +60.8% | 1,250 | 0.0% | 0.01% | +55.6% | |
NWL | Buy | Newell Brands Inc | $84,000 | +100.0% | 4,000 | +60.0% | 0.01% | +100.0% |
IIPR | Innovative Industrial Properties Inc | $81,000 | +47.3% | 441 | 0.0% | 0.01% | +55.6% | |
LEGR | First Trust Indxx Invtv Tnsctn&Prcs ETFindxx inovtv etf | $81,000 | +20.9% | 2,168 | 0.0% | 0.01% | +27.3% | |
CRSR | New | Corsair Gaming Inc | $82,000 | – | 2,275 | +100.0% | 0.01% | – |
AZN | Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Sharesponsored adr | $84,000 | -9.7% | 1,700 | 0.0% | 0.01% | -12.5% | |
IWM | Buy | iShares Russell 2000russell 2000 etf | $75,000 | +31.6% | 386 | +0.3% | 0.01% | +30.0% |
DHI | Buy | D.R. Horton Inc | $77,000 | +37.5% | 1,129 | +50.3% | 0.01% | +30.0% |
EW | Buy | Edwards Lifesciences Corp | $77,000 | +28.3% | 849 | +12.3% | 0.01% | +30.0% |
AXP | American Express Co | $80,000 | +19.4% | 669 | 0.0% | 0.01% | +18.2% | |
SHE | SPDR SSGA Gender Diversity ETFssga gnder etf | $78,000 | +16.4% | 876 | 0.0% | 0.01% | +18.2% | |
TIP | Sell | iShares TIPS Bondtips bd etf | $75,000 | -13.8% | 595 | -13.6% | 0.01% | -13.3% |
DUK | Sell | Duke Energy Corp | $77,000 | -7.2% | 851 | -10.2% | 0.01% | -7.1% |
EFA | iShares MSCI EAFEmsci eafe etf | $76,000 | +15.2% | 1,047 | 0.0% | 0.01% | +18.2% | |
VTR | Ventas Inc | $80,000 | +17.6% | 1,625 | 0.0% | 0.01% | +8.3% | |
ABC | New | AmerisourceBergen Corp | $77,000 | – | 790 | +100.0% | 0.01% | – |
KEY | Sell | KeyCorp | $72,000 | -5.3% | 4,442 | -31.0% | 0.01% | -7.7% |
BIV | Sell | Vanguard Intermediate-Term Bond ETFintermed term | $71,000 | -17.4% | 772 | -16.9% | 0.01% | -20.0% |
TTE | Sell | Total Sasponsored ads | $72,000 | +7.5% | 1,707 | -11.3% | 0.01% | +9.1% |
TTEK | Tetra Tech Inc | $69,000 | +21.1% | 600 | 0.0% | 0.01% | +20.0% | |
GD | Buy | General Dynamics Corp | $73,000 | +28.1% | 492 | +18.6% | 0.01% | +20.0% |
SPLV | Buy | Invesco S&P Global Water Index ETFs&p500 low vol | $70,000 | +40.0% | 1,332 | +42.9% | 0.01% | +33.3% |
WCN | Waste Connections Inc | $71,000 | -1.4% | 700 | 0.0% | 0.01% | 0.0% | |
UNP | Buy | Union Pacific Corp | $72,000 | +7.5% | 348 | +1.2% | 0.01% | +9.1% |
ELY | Callaway Golf Co | $67,000 | +26.4% | 2,801 | 0.0% | 0.01% | +22.2% | |
IR | Sell | Ingersoll Rand Inc | $63,000 | +21.2% | 1,373 | -6.0% | 0.01% | +22.2% |
KHC | Buy | The Kraft Heinz Co | $65,000 | +16.1% | 1,902 | +0.2% | 0.01% | +10.0% |
RCS | PIMCO Strategic Income | $68,000 | +7.9% | 9,750 | 0.0% | 0.01% | 0.0% | |
BGS | B&G Foods Inc | $65,000 | 0.0% | 2,310 | 0.0% | 0.01% | 0.0% | |
KMI | Sell | Kinder Morgan Inc P | $68,000 | +9.7% | 4,997 | -1.9% | 0.01% | 0.0% |
BMRC | Bank of Marin Bancorp | $68,000 | +19.3% | 2,000 | 0.0% | 0.01% | +10.0% | |
KMPR | Kemper Corp | $67,000 | +15.5% | 880 | 0.0% | 0.01% | +10.0% | |
TSEM | Sell | Tower Semiconductor Ltd | $58,000 | -3.3% | 2,250 | -31.8% | 0.01% | 0.0% |
BBSI | Sell | Barrett Business Services Inc | $60,000 | +7.1% | 881 | -18.5% | 0.01% | 0.0% |
PAA | Sell | Plains All American Pipeline LPunit ltd partn | $59,000 | -41.0% | 7,234 | -57.0% | 0.01% | -41.2% |
FDX | Buy | FedEx Corp | $62,000 | +6.9% | 242 | +4.3% | 0.01% | 0.0% |
GPS | Gap Inc | $60,000 | +17.6% | 3,000 | 0.0% | 0.01% | +11.1% | |
TNDM | Sell | Tandem Diabetes Care Inc | $59,000 | -53.5% | 625 | -44.4% | 0.01% | -54.5% |
CIEN | Sell | Ciena Corp | $60,000 | +5.3% | 1,150 | -20.7% | 0.01% | 0.0% |
NG | Novagold Resources Inc | $57,000 | -18.6% | 5,900 | 0.0% | 0.01% | -16.7% | |
FSK | Buy | FS KKR Capital Corp | $59,000 | +3.5% | 3,483 | +0.1% | 0.01% | 0.0% |
GNOG | New | CLENE ORD | $60,000 | – | 3,075 | +100.0% | 0.01% | – |
JCI | Johnson Controls International PLC | $59,000 | +13.5% | 1,273 | 0.0% | 0.01% | +11.1% | |
SPTM | Buy | SPDR Port S&P 1500 Comps Stk Mkt ETFportfoli s&p1500 | $60,000 | +13.2% | 1,316 | +0.5% | 0.01% | +11.1% |
GSK | Buy | GlaxoSmithKline PLC ADRsponsored adr | $61,000 | -3.2% | 1,662 | +0.2% | 0.01% | -9.1% |
PFG | Buy | Principal Financial Group Inc | $51,000 | +21.4% | 1,046 | +0.3% | 0.01% | +28.6% |
AVY | Avery Dennison Corp | $54,000 | +22.7% | 351 | 0.0% | 0.01% | +12.5% | |
TFC | Sell | Truist Finl Corp Com | $55,000 | +22.2% | 1,161 | -3.2% | 0.01% | +12.5% |
ALLE | Allegion PLC | $53,000 | +17.8% | 457 | 0.0% | 0.01% | +12.5% | |
VWO | Buy | Vanguard FTSE Emerging Markets ETFftse emr mkt etf | $55,000 | +17.0% | 1,103 | +0.6% | 0.01% | +12.5% |
FNCL | Fidelity MSCI Financials ETFmsci finls idx | $56,000 | +24.4% | 1,339 | 0.0% | 0.01% | +12.5% | |
ET | Sell | Energy Transfer Equity LP | $54,000 | -48.1% | 8,845 | -54.2% | 0.01% | -50.0% |
PKG | Buy | Packaging Corp of America | $56,000 | +27.3% | 404 | +0.5% | 0.01% | +12.5% |
IPGP | IPG Photonics Corp | $55,000 | +31.0% | 250 | 0.0% | 0.01% | +28.6% | |
SWK | Sell | Stanley Black & Decker Inc | $53,000 | -45.4% | 300 | -50.0% | 0.01% | -47.1% |
VMW | Sell | VMware Inc | $56,000 | -25.3% | 401 | -23.5% | 0.01% | -30.8% |
YUM | Yum Brands Inc | $53,000 | +17.8% | 493 | 0.0% | 0.01% | +12.5% | |
ACB | Buy | Aurora Cannabis Inc | $53,000 | +2550.0% | 6,445 | +1348.3% | 0.01% | – |
CMI | Buy | Cummins Inc | $51,000 | +96.2% | 224 | +82.1% | 0.01% | +125.0% |
ERX | Sell | Direxion Daily Energy Bull 3X ETFdly enrgy bull2x | $47,000 | +27.0% | 3,298 | -18.4% | 0.01% | +33.3% |
EPD | Buy | Enterprise Products Partners LP | $45,000 | +25.0% | 2,306 | +0.7% | 0.01% | +33.3% |
TQQQ | New | ProShares UltraPro QQQultrapro qqq | $48,000 | – | 268 | +100.0% | 0.01% | – |
MRNA | Buy | Moderna Inc | $49,000 | +345.5% | 475 | +193.2% | 0.01% | +300.0% |
CI | Cigna Corp | $45,000 | +25.0% | 217 | 0.0% | 0.01% | +33.3% | |
PH | Parker Hannifin Corp | $48,000 | +37.1% | 177 | 0.0% | 0.01% | +33.3% | |
FBHS | Fortune Brands Home & Security Inc | $39,000 | 0.0% | 456 | 0.0% | 0.01% | 0.0% | |
IMAX | New | Imax Corp | $42,000 | – | 2,385 | +100.0% | 0.01% | – |
WABC | Westamerica Bancorp | $41,000 | +2.5% | 750 | 0.0% | 0.01% | 0.0% | |
BAX | Baxter International Inc | $40,000 | 0.0% | 504 | 0.0% | 0.01% | 0.0% | |
AMP | Ameriprise Financial Inc | $40,000 | +29.0% | 207 | 0.0% | 0.01% | +40.0% | |
CYBR | CyberArk Software Ltd | $39,000 | +56.0% | 247 | 0.0% | 0.01% | +75.0% | |
VTI | Vanguard Total Stock Market ETFtotal stk mkt | $43,000 | +13.2% | 224 | 0.0% | 0.01% | +16.7% | |
PPL | Buy | PPL Corp | $40,000 | +5.3% | 1,421 | +1.0% | 0.01% | +16.7% |
SLB | Schlumberger Ltd | $43,000 | +38.7% | 1,989 | 0.0% | 0.01% | +40.0% | |
FRC | First Republic Bank | $43,000 | +34.4% | 295 | 0.0% | 0.01% | +40.0% | |
SCHA | Schwab US Small-Cap ETFus sml cap etf | $42,000 | +31.2% | 478 | 0.0% | 0.01% | +40.0% | |
VXF | Vanguard Extended Market ETFextend mkt etf | $42,000 | +27.3% | 258 | 0.0% | 0.01% | +16.7% | |
MGM | New | MGM Resorts International | $39,000 | – | 1,250 | +100.0% | 0.01% | – |
AMD | Sell | Advanced Micro Devices Inc | $42,000 | +10.5% | 464 | -1.1% | 0.01% | +16.7% |
DG | New | Dollar General Corp | $42,000 | – | 203 | +100.0% | 0.01% | – |
MAS | Masco Corp | $43,000 | 0.0% | 784 | 0.0% | 0.01% | 0.0% | |
FAS | Sell | Direxion Daily Financial Bull 3X ETFdly fin bull new | $43,000 | -86.0% | 713 | -92.2% | 0.01% | -86.8% |
DE | Deere & Co | $42,000 | +20.0% | 159 | 0.0% | 0.01% | +16.7% | |
CNK | New | Cinemark Holdings Inc | $42,000 | – | 2,448 | +100.0% | 0.01% | – |
NNN | National Retail Properties Inc | $40,000 | +17.6% | 1,000 | 0.0% | 0.01% | +16.7% | |
SAIC | Science Applications International Corp | $33,000 | +22.2% | 357 | 0.0% | 0.01% | +20.0% | |
GLW | Corning Inc | $34,000 | +9.7% | 965 | 0.0% | 0.01% | +20.0% | |
DWM | Buy | WisdomTree International Equity ETFintl equity fd | $37,000 | +12.1% | 739 | +0.3% | 0.01% | 0.0% |
MPC | Marathon Petroleum Corp | $37,000 | +42.3% | 908 | 0.0% | 0.01% | +50.0% | |
BIIB | Biogen Inc | $33,000 | -13.2% | 135 | 0.0% | 0.01% | 0.0% | |
RPAI | Retail Properties of America Inccl a | $36,000 | +50.0% | 4,260 | 0.0% | 0.01% | +50.0% | |
TIF | Tiffany & Co | $33,000 | +13.8% | 256 | 0.0% | 0.01% | +20.0% | |
O | Realty Income Corp | $34,000 | 0.0% | 559 | 0.0% | 0.01% | 0.0% | |
ED | Consolidated Edison Inc | $38,000 | -7.3% | 534 | 0.0% | 0.01% | -14.3% | |
TM | Toyota Motor Corporation Ads | $38,000 | +15.2% | 250 | 0.0% | 0.01% | 0.0% | |
WDC | Western Digital Corp | $34,000 | +54.5% | 618 | 0.0% | 0.01% | +50.0% | |
NGS | Natural Gas Services Group Inc | $36,000 | +12.5% | 3,820 | 0.0% | 0.01% | +20.0% | |
HRC | Hill-Rom Holdings Inc | $35,000 | +16.7% | 363 | 0.0% | 0.01% | +20.0% | |
HLT | New | Hilton Worldwide Holdings Inc | $33,000 | – | 297 | +100.0% | 0.01% | – |
VOD | Sell | Vodafone Group PLC ADRsponsored adr | $36,000 | +2.9% | 2,133 | -20.2% | 0.01% | 0.0% |
VOO | Buy | Vanguard 500 ETF | $34,000 | +9.7% | 101 | +1.0% | 0.01% | +20.0% |
HRL | Hormel Foods Corp | $34,000 | -2.9% | 735 | 0.0% | 0.01% | 0.0% | |
BSX | Boston Scientific Corp | $34,000 | -5.6% | 965 | 0.0% | 0.01% | 0.0% | |
NVS | Novartis Agsponsored adr | $37,000 | +8.8% | 400 | 0.0% | 0.01% | 0.0% | |
FE | FirstEnergy Corp | $33,000 | +6.5% | 1,098 | 0.0% | 0.01% | +20.0% | |
AN | AutoNation Inc | $32,000 | +33.3% | 471 | 0.0% | 0.01% | +25.0% | |
NHA | Nuveen Municipal 2021 Target Term | $31,000 | +3.3% | 3,156 | 0.0% | 0.01% | 0.0% | |
BP | Sell | BP PLC ADRsponsored adr | $28,000 | 0.0% | 1,412 | -12.4% | 0.01% | 0.0% |
FIS | Buy | Fidelity National Information Services Inc | $27,000 | -3.6% | 193 | +0.5% | 0.01% | 0.0% |
EQNR | Equinor Asa Sponsored Adrsponsored adr | $29,000 | +16.0% | 1,824 | 0.0% | 0.01% | +25.0% | |
ZBH | Zimmer Biomet Holdings Inc | $32,000 | +14.3% | 212 | 0.0% | 0.01% | 0.0% | |
BEN | Franklin Resources Inc | $31,000 | +24.0% | 1,250 | 0.0% | 0.01% | +25.0% | |
FSKR | Buy | FS KKR CAPITAL CORP. II | $29,000 | +45.0% | 1,734 | +28.7% | 0.01% | +66.7% |
EHI | Sell | Western Asset Global High Inc | $30,000 | -21.1% | 3,043 | -24.2% | 0.01% | -16.7% |
LW | Lamb Weston Holdings Inc | $28,000 | +16.7% | 367 | 0.0% | 0.01% | +25.0% | |
FAST | Fastenal Co | $28,000 | +12.0% | 575 | 0.0% | 0.01% | +25.0% | |
PXLW | Buy | Pixelworks Inc | $31,000 | +675.0% | 11,133 | +421.9% | 0.01% | +400.0% |
KSS | Kohl's Corp | $28,000 | +133.3% | 700 | 0.0% | 0.01% | +150.0% | |
GM | Sell | General Motors Co | $29,000 | +38.1% | 700 | -1.4% | 0.01% | +25.0% |
MTT | Western Asset Muni Defined Opp | $29,000 | 0.0% | 1,435 | 0.0% | 0.01% | 0.0% | |
ENV | Envestnet Inc | $32,000 | +6.7% | 400 | 0.0% | 0.01% | 0.0% | |
PNM | PNM Resources Inc | $26,000 | +18.2% | 550 | 0.0% | 0.00% | 0.0% | |
ARKK | Buy | ARK Innovation ETFinnovation etf | $24,000 | +41.2% | 195 | +1.6% | 0.00% | +33.3% |
ASH | Ashland Global Holdings Inc | $21,000 | +10.5% | 277 | 0.0% | 0.00% | +33.3% | |
AVNS | Avanos Medical Inc | $21,000 | +40.0% | 470 | 0.0% | 0.00% | +33.3% | |
BDX | Sell | Becton, Dickinson and Co | $26,000 | -23.5% | 104 | -30.7% | 0.00% | -33.3% |
BOE | BlackRock Enhanced Glbl Div Trust | $21,000 | +16.7% | 1,926 | 0.0% | 0.00% | +33.3% | |
CAH | Cardinal Health Inc | $24,000 | +14.3% | 450 | 0.0% | 0.00% | 0.0% | |
CRNC | Cerence Inc | $25,000 | +108.3% | 250 | 0.0% | 0.00% | +100.0% | |
OFC | Corporate Office Properties Trustsh ben int | $25,000 | +8.7% | 960 | 0.0% | 0.00% | 0.0% | |
GUSH | Sell | Direxion Dly S&P Oil&Gs Ex&Prd Bl 2X ETFoil gas bl 2x sh | $22,000 | -42.1% | 601 | -66.6% | 0.00% | -33.3% |
DD | DuPont de Nemours Inc | $24,000 | +33.3% | 341 | 0.0% | 0.00% | +33.3% | |
HMC | Buy | Honda Motor Co Ltd | $24,000 | +140.0% | 860 | +91.1% | 0.00% | +100.0% |
IBB | Buy | iShares Nasdaq Biotechnologynasdaq biotech | $24,000 | +20.0% | 162 | +8.0% | 0.00% | +33.3% |
SLV | iShares Silver Trustishares | $23,000 | +15.0% | 956 | 0.0% | 0.00% | +33.3% | |
NKLA | Sell | Nikola Corp | $21,000 | -46.2% | 1,384 | -28.9% | 0.00% | -42.9% |
NOC | Sell | Northrop Grumman Corp | $23,000 | -73.3% | 76 | -72.2% | 0.00% | -73.3% |
ONVO | Buy | Organovo Holdings Inc | $22,000 | +120.0% | 1,862 | +39.3% | 0.00% | +100.0% |
PAYS | PaySign Inc | $23,000 | -17.9% | 5,000 | 0.0% | 0.00% | -20.0% | |
PPBT | New | PURPLE BIOTECH ADRsponsored ads | $25,000 | – | 6,700 | +100.0% | 0.00% | – |
RDSA | Royal Dutch Shell PLCspons adr a | $22,000 | +37.5% | 650 | 0.0% | 0.00% | +33.3% | |
SITE | Siteone Landscape Supply Inc com | $21,000 | +31.2% | 138 | 0.0% | 0.00% | +33.3% | |
SYF | Synchrony Financial | $21,000 | +31.2% | 627 | 0.0% | 0.00% | +33.3% | |
TSM | New | Taiwan Semiconductor Manufacturing Co Ltdsponsored ads | $26,000 | – | 243 | +100.0% | 0.00% | – |
SKT | Tanger Factory Outlet Centers Inc | $24,000 | +60.0% | 2,500 | 0.0% | 0.00% | +33.3% | |
JWA | John Wiley & Sons Inccl a | $23,000 | +53.3% | 500 | 0.0% | 0.00% | +33.3% | |
ETN | Eaton Corp PLC | $24,000 | +20.0% | 200 | 0.0% | 0.00% | +33.3% | |
IVZ | Invesco Ltd | $24,000 | +50.0% | 1,425 | 0.0% | 0.00% | +33.3% | |
CB | Sell | Chubb Ltd | $24,000 | +26.3% | 157 | -7.1% | 0.00% | +33.3% |
DTE | DTE Energy Co | $15,000 | +7.1% | 125 | 0.0% | 0.00% | +50.0% | |
MATX | Matson Inc | $20,000 | +42.9% | 363 | 0.0% | 0.00% | +50.0% | |
TRV | Sell | The Travelers Companies Inc | $18,000 | -28.0% | 135 | -41.8% | 0.00% | -25.0% |
MPLX | Buy | MPLX LP Partnership Units | $15,000 | +36.4% | 726 | +3.4% | 0.00% | +50.0% |
APD | Sell | Air Products & Chemicals Inc | $17,000 | -15.0% | 62 | -11.4% | 0.00% | 0.0% |
ALGN | Align Technology Inc | $18,000 | +63.6% | 35 | 0.0% | 0.00% | +50.0% | |
TSCO | New | Tractor Supply Co | $16,000 | – | 118 | +100.0% | 0.00% | – |
NEM | Buy | Newmont Mining Corp | $18,000 | -5.3% | 307 | +0.3% | 0.00% | 0.0% |
ENPH | New | Enphase Energy Inc | $17,000 | – | 100 | +100.0% | 0.00% | – |
LUMN | Buy | Lumen Technologies Inc | $19,000 | +90.0% | 2,000 | +86.9% | 0.00% | +50.0% |
SBNY | Signature Bank | $16,000 | +60.0% | 125 | 0.0% | 0.00% | +50.0% | |
EA | Electronic Arts Inc | $20,000 | +11.1% | 141 | 0.0% | 0.00% | 0.0% | |
VVV | Valvoline Inc | $17,000 | +21.4% | 762 | 0.0% | 0.00% | +50.0% | |
DEO | Diageo PLCspon adr new | $17,000 | +13.3% | 108 | 0.0% | 0.00% | 0.0% | |
PRF | Invesco FTSE RAFI US 1000 ETFftse rafi 1000 | $17,000 | +21.4% | 128 | 0.0% | 0.00% | +50.0% | |
TEVA | Teva Pharmaceutical Industries Ltd ADRsponsored ads | $15,000 | +7.1% | 1,568 | 0.0% | 0.00% | +50.0% | |
CL | New | Colgate-Palmolive Co | $16,000 | – | 195 | +100.0% | 0.00% | – |
BMO | Buy | Bank Montreal Que Com | $17,000 | +30.8% | 233 | +0.9% | 0.00% | +50.0% |
PHO | Invesco Water Resources ETFwater res etf | $20,000 | +17.6% | 435 | 0.0% | 0.00% | 0.0% | |
EMN | Eastman Chemical Co | $20,000 | +33.3% | 200 | 0.0% | 0.00% | 0.0% | |
BNS | Buy | Bank of Nova Scotia | $16,000 | +33.3% | 303 | +1.0% | 0.00% | +50.0% |
USA | Liberty All-Star Equitysh ben int | $16,000 | +23.1% | 2,321 | 0.0% | 0.00% | +50.0% | |
MGA | Buy | Magna International Inc | $17,000 | +54.5% | 243 | +0.4% | 0.00% | +50.0% |
IP | Buy | International Paper Co | $20,000 | +25.0% | 414 | +5.1% | 0.00% | 0.0% |
CHTR | Charter Communications Inccl a | $15,000 | +7.1% | 23 | 0.0% | 0.00% | +50.0% | |
TRGP | Targa Resources Corp | $16,000 | +100.0% | 620 | 0.0% | 0.00% | +200.0% | |
HIBL | New | DIREXION DLY S&P HGH BETA BUL 3X ETFdaily s&p bull | $15,000 | – | 70 | +100.0% | 0.00% | – |
ITB | iShares US Home Constructionus home cons etf | $16,000 | 0.0% | 288 | 0.0% | 0.00% | 0.0% | |
ATVI | Buy | Activision Blizzard Inc | $16,000 | +100.0% | 180 | +80.0% | 0.00% | +200.0% |
BCS | Barclays Plc Adradr | $20,000 | +53.8% | 2,618 | 0.0% | 0.00% | +50.0% | |
BTA | Buy | BlackRock Long-Term Muni Adv | $16,000 | +6.7% | 1,313 | +1.7% | 0.00% | 0.0% |
MDVL | New | Medavail Holdings Ord | $19,000 | – | 1,270 | +100.0% | 0.00% | – |
PSEC | Prospect Capital Corp | $15,000 | +7.1% | 2,924 | 0.0% | 0.00% | +50.0% | |
HWM | Howmet Aerospace Inc | $20,000 | +81.8% | 703 | 0.0% | 0.00% | +50.0% | |
OGE | OGE Energy Corp | $19,000 | +11.8% | 600 | 0.0% | 0.00% | 0.0% | |
NIE | AllianzGI Equity & Conv Inc | $19,000 | +18.8% | 679 | 0.0% | 0.00% | 0.0% | |
NVO | New | Novo Nordisk A/Sadr | $16,000 | – | 240 | +100.0% | 0.00% | – |
QRVO | New | Qorvo Inc | $16,000 | – | 100 | +100.0% | 0.00% | – |
NOK | Nokia Oyjsponsored adr | $16,000 | 0.0% | 4,242 | 0.0% | 0.00% | 0.0% | |
STAA | STAAR Surgical Co | $15,000 | +36.4% | 200 | 0.0% | 0.00% | +50.0% | |
NSC | Norfolk Southern Corp | $15,000 | +15.4% | 65 | 0.0% | 0.00% | +50.0% | |
ACN | New | Accenture PLC A | $16,000 | – | 65 | +100.0% | 0.00% | – |
X | United States Steel Corp | $16,000 | +128.6% | 1,000 | 0.0% | 0.00% | +200.0% | |
CRSP | New | Crispr Therapeutics Agnamen Aktnamen akt | $15,000 | – | 100 | +100.0% | 0.00% | – |
RDFN | Redfin Corp | $19,000 | +46.2% | 280 | 0.0% | 0.00% | +50.0% | |
CSQ | Buy | Calamos Strategic Total Return | $20,000 | +17.6% | 1,287 | +1.9% | 0.00% | 0.0% |
BFB | New | Brown-Forman Corpcl b | $16,000 | – | 210 | +100.0% | 0.00% | – |
COP | Buy | ConocoPhillips | $18,000 | +20.0% | 464 | +0.2% | 0.00% | 0.0% |
VCSH | Sell | Vanguard Short-Term Corporate Bond ETFshrt trm corp bd | $18,000 | -52.6% | 222 | -52.7% | 0.00% | -50.0% |
RIO | New | Rio Tinto PLC ADRsponsored adr | $15,000 | – | 200 | +100.0% | 0.00% | – |
ZBRA | Sell | Zebra Technologies Corpcl a | $16,000 | -5.9% | 43 | -36.8% | 0.00% | 0.0% |
CHD | New | Church & Dwight Co Inc | $16,000 | – | 190 | +100.0% | 0.00% | – |
ROL | New | Rollins Inc | $16,000 | – | 429 | +100.0% | 0.00% | – |
RY | Royal Bank of Canada | $15,000 | +15.4% | 188 | 0.0% | 0.00% | +50.0% | |
MFC | Buy | Manulife Financial Corp | $14,000 | +27.3% | 821 | +0.9% | 0.00% | 0.0% |
ROST | Ross Stores Inc | $9,000 | +28.6% | 75 | 0.0% | 0.00% | +100.0% | |
GAB | Gabelli Equity Trust | $11,000 | +22.2% | 1,828 | 0.0% | 0.00% | 0.0% | |
FAX | Aberdeen Asia-Pacific Income | $13,000 | +18.2% | 3,000 | 0.0% | 0.00% | 0.0% | |
LYG | Lloyds Banking Group PLCsponsored adr | $13,000 | +62.5% | 6,723 | 0.0% | 0.00% | +100.0% | |
MCHP | Buy | Microchip Technology Inc | $11,000 | +83.3% | 82 | +32.3% | 0.00% | +100.0% |
FTLS | First Trust Long/Short Equity ETFlng/sht equity | $13,000 | +8.3% | 300 | 0.0% | 0.00% | 0.0% | |
USHY | iShares Broad USD High Yield Corp Bd ETFbroad usd high | $10,000 | 0.0% | 261 | 0.0% | 0.00% | 0.0% | |
SCHN | Schnitzer Steel Industries Inccl a | $9,000 | +80.0% | 300 | 0.0% | 0.00% | +100.0% | |
SCHW | Charles Schwab Corp | $10,000 | +42.9% | 206 | 0.0% | 0.00% | +100.0% | |
CAG | Conagra Brands Inc | $10,000 | 0.0% | 291 | 0.0% | 0.00% | 0.0% | |
CTVA | Corteva Inc com | $12,000 | +33.3% | 330 | 0.0% | 0.00% | 0.0% | |
TCOM | Trip.com Group Ltdads | $9,000 | 0.0% | 296 | 0.0% | 0.00% | 0.0% | |
EXC | Exelon Corp | $14,000 | +16.7% | 343 | 0.0% | 0.00% | 0.0% | |
ES | Eversource Energy | $12,000 | +9.1% | 141 | 0.0% | 0.00% | 0.0% | |
DAL | Sell | Delta Air Lines Inc | $9,000 | -35.7% | 240 | -47.6% | 0.00% | 0.0% |
EIX | Edison International | $12,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% | |
ALE | ALLETE Inc | $14,000 | +16.7% | 238 | 0.0% | 0.00% | 0.0% | |
HACK | Buy | ETFMG Prime Cyber Security ETFprime cybr scrty | $11,000 | +22.2% | 207 | +0.5% | 0.00% | 0.0% |
SPPI | Spectrum Pharmaceuticals Inc | $13,000 | -18.8% | 4,000 | 0.0% | 0.00% | -33.3% | |
DPST | Direxion Daily Regional Bnks Bull 3X ETFdaily rgnal bull | $10,000 | +233.3% | 85 | 0.0% | 0.00% | +100.0% | |
DBX | Dropbox Inccl a | $10,000 | +25.0% | 451 | 0.0% | 0.00% | +100.0% | |
DKNG | DraftKings Inc | $9,000 | -18.2% | 200 | 0.0% | 0.00% | 0.0% | |
PFF | iShares Preferred&Income Securities ETFpfd and incm sec | $11,000 | 0.0% | 310 | 0.0% | 0.00% | 0.0% | |
HYG | Sell | iShares iBoxx $ High Yield Corporate Bdiboxx hi yd etf | $9,000 | -52.6% | 108 | -52.2% | 0.00% | -33.3% |
YUMC | Yum China Hldgs Inc Com | $12,000 | +9.1% | 213 | 0.0% | 0.00% | 0.0% | |
DEM | Buy | WisdomTree Emerging Markets High Div ETFemer mkt high fd | $10,000 | +11.1% | 263 | +0.4% | 0.00% | 0.0% |
APPN | New | Appian Corp Cl Acl a | $9,000 | – | 60 | +100.0% | 0.00% | – |
MCK | McKesson Corp | $12,000 | +20.0% | 73 | 0.0% | 0.00% | 0.0% | |
SCZ | Sell | iShares MSCI EAFE Small-Capeafe sml cp etf | $12,000 | -25.0% | 181 | -36.7% | 0.00% | -33.3% |
WU | The Western Union Co | $14,000 | +7.7% | 650 | 0.0% | 0.00% | 0.0% | |
ARCC | Ares Capital Corp | $10,000 | +25.0% | 614 | 0.0% | 0.00% | +100.0% | |
ADSK | Autodesk Inc | $13,000 | +30.0% | 45 | 0.0% | 0.00% | 0.0% | |
PSX | Sell | Phillips 66 | $9,000 | -10.0% | 135 | -30.4% | 0.00% | 0.0% |
DOC | New | Physicians Realty Trust | $10,000 | – | 570 | +100.0% | 0.00% | – |
AVT | Buy | Avnet Inc | $13,000 | – | 383 | +1060.6% | 0.00% | – |
PHK | PIMCO High Income | $9,000 | +12.5% | 1,500 | 0.0% | 0.00% | +100.0% | |
PFL | PIMCO Income Strategy Fund | $10,000 | +11.1% | 926 | 0.0% | 0.00% | 0.0% | |
VRP | Buy | Invesco Variable Rate Preferred ETFvar rate pfd | $10,000 | 0.0% | 410 | +0.5% | 0.00% | 0.0% |
WELL | Welltower Inc Com | $9,000 | +12.5% | 150 | 0.0% | 0.00% | +100.0% | |
ACLS | Buy | Axcelis Technologies Inc | $13,000 | – | 454 | +1465.5% | 0.00% | – |
PLUG | Buy | Plug Power Inc | $10,000 | +400.0% | 300 | +50.0% | 0.00% | – |
TAP | Molson Coors Brewing Co Bcl b | $14,000 | +40.0% | 310 | 0.0% | 0.00% | 0.0% | |
NXQ | Nuveen Select TaxFree Income 2sh ben int | $12,000 | +9.1% | 768 | 0.0% | 0.00% | 0.0% | |
PLD | Prologis Inc | $10,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
INFY | Infosys Ltdsponsored adr | $13,000 | +18.2% | 800 | 0.0% | 0.00% | 0.0% | |
KBR | Buy | KBR Inc | $11,000 | +37.5% | 359 | +0.6% | 0.00% | +100.0% |
DSU | BlackRock Debt Strategies Fund | $9,000 | +12.5% | 858 | 0.0% | 0.00% | +100.0% | |
VB | Buy | Vanguard Small-Cap ETFsmall cp etf | $12,000 | +100.0% | 64 | +45.5% | 0.00% | +100.0% |
JBLU | JetBlue Airways Corp | $10,000 | +25.0% | 725 | 0.0% | 0.00% | +100.0% | |
VUG | Vanguard Growth ETFgrowth etf | $13,000 | +18.2% | 52 | 0.0% | 0.00% | 0.0% | |
BEPC | Buy | Brookfield Renewable Corpcl a sub vtg | $9,000 | +50.0% | 160 | +49.5% | 0.00% | +100.0% |
PNR | Buy | Pentair PLC | $12,000 | +1100.0% | 231 | +755.6% | 0.00% | – |
CSX | CSX Corp | $10,000 | +25.0% | 111 | 0.0% | 0.00% | +100.0% | |
ARKF | Buy | ARK Fintech Innovation ETFfintech innova | $10,000 | +100.0% | 217 | +65.6% | 0.00% | +100.0% |
PSQ | Sell | ProShares Short QQQshort qqq new | $7,000 | -56.2% | 500 | -50.0% | 0.00% | -66.7% |
NIO | New | NIO INC ADS REPSTG CL A ORD SHSspon ads | $5,000 | – | 106 | +100.0% | 0.00% | – |
NRG | NRG Energy Inc | $5,000 | +25.0% | 142 | 0.0% | 0.00% | 0.0% | |
LEN | Lennar Corpcl a | $3,000 | -25.0% | 51 | 0.0% | 0.00% | 0.0% | |
NRZ | Buy | New Residential Invt Corp Com New | $3,000 | +50.0% | 309 | +2.0% | 0.00% | – |
LH | Sell | Laboratory Corp of America Holdings | $3,000 | -75.0% | 17 | -74.6% | 0.00% | -50.0% |
LI | Buy | Li auto incsponsored ads | $6,000 | +500.0% | 210 | +90.9% | 0.00% | – |
KIM | Sell | Kimco Realty Corp | $7,000 | +40.0% | 474 | -0.2% | 0.00% | 0.0% |
KNDI | New | Kandi Technologies Group Inc | $8,000 | – | 1,227 | +100.0% | 0.00% | – |
NVAX | Novavax Inc | $5,000 | +25.0% | 46 | 0.0% | 0.00% | 0.0% | |
KLAC | KLA Corp | $5,000 | +25.0% | 23 | 0.0% | 0.00% | 0.0% | |
NTNX | Nutanix Inccl a | $7,000 | +40.0% | 250 | 0.0% | 0.00% | 0.0% | |
NCA | Nuveen CA Muni Value | $8,000 | 0.0% | 768 | 0.0% | 0.00% | 0.0% | |
NUV | Nuveen Municipal Value | $7,000 | 0.0% | 697 | 0.0% | 0.00% | 0.0% | |
OXY | Buy | Occidental Petroleum Corp | $4,000 | +100.0% | 276 | +0.4% | 0.00% | – |
OMC | Omnicom Group Inc | $4,000 | +33.3% | 75 | 0.0% | 0.00% | 0.0% | |
ONEM | 1Life Healthcare Ord | $8,000 | +60.0% | 192 | 0.0% | 0.00% | 0.0% | |
J | Jacobs Engineering Group Inc | $8,000 | +33.3% | 75 | 0.0% | 0.00% | 0.0% | |
OrganiGram Holdings Inc | $6,000 | +20.0% | 5,000 | 0.0% | 0.00% | 0.0% | ||
JACK | Jack In The Box Inc | $3,000 | +50.0% | 35 | 0.0% | 0.00% | – | |
IHE | iShares US Pharmaceuticalsu.s. pharma etf | $7,000 | +16.7% | 40 | 0.0% | 0.00% | 0.0% | |
EXI | iShares Global Industrials ETFglob indstrl etf | $8,000 | +14.3% | 81 | 0.0% | 0.00% | 0.0% | |
PTON | Buy | Peloton Interactive Inc | $3,000 | – | 20 | +100.0% | 0.00% | – |
POST | Post Holdings Inc | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
TROW | T. Rowe Price Group Inc | $8,000 | +14.3% | 58 | 0.0% | 0.00% | 0.0% | |
INGN | Inogen Inc | $4,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
PGR | Progressive Corp | $3,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
H | Buy | Hyatt Hotels Corp | $3,000 | +200.0% | 41 | +32.3% | 0.00% | – |
UCO | ProShares Ultra Bloomberg Crude Oilulta blmbg 2017 | $4,000 | +33.3% | 120 | 0.0% | 0.00% | 0.0% | |
PUK | Prudential PLCadr | $6,000 | +20.0% | 178 | 0.0% | 0.00% | 0.0% | |
HTA | Healthcare Trust of America Inccl a new | $3,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
HOG | Harley-Davidson Inc | $6,000 | +50.0% | 171 | 0.0% | 0.00% | 0.0% | |
HBI | Sell | Hanesbrands Inc | $8,000 | -27.3% | 608 | -17.9% | 0.00% | -50.0% |
HSBC | HSBC Holdings PLC ADRspon adr new | $8,000 | +33.3% | 324 | 0.0% | 0.00% | 0.0% | |
RMD | New | ResMed Inc | $4,000 | – | 22 | +100.0% | 0.00% | – |
ROK | Rockwell Automation Inc | $8,000 | +14.3% | 35 | 0.0% | 0.00% | 0.0% | |
ROKU | Buy | Roku Inc | $3,000 | – | 10 | +100.0% | 0.00% | – |
GWPH | GW Pharmaceuticals PLCads | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
FCX | Freeport-McMoRan Inccl b | $6,000 | +100.0% | 236 | 0.0% | 0.00% | 0.0% | |
SPTI | SPDR Portfolio Intmdt Term Trs ETFportfli intrmdit | $3,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
SDY | SPDR S&P Dividend ETFs&p divid etf | $3,000 | +50.0% | 30 | 0.0% | 0.00% | – | |
FVD | Buy | First Trust Value Line Dividend ETF | $6,000 | – | 175 | +483.3% | 0.00% | – |
SIVB | SVB Financial Group | $6,000 | +50.0% | 18 | 0.0% | 0.00% | 0.0% | |
SBRA | Sabra Health Care REIT Inc | $7,000 | +16.7% | 455 | 0.0% | 0.00% | 0.0% | |
FDN | Sell | First Trust Dow Jones Internet ETFdj internt idx | $3,000 | -92.5% | 15 | -93.1% | 0.00% | -85.7% |
FITB | Fifth Third Bancorp | $8,000 | +33.3% | 298 | 0.0% | 0.00% | 0.0% | |
ETSY | New | Etsy Inc com | $3,000 | – | 18 | +100.0% | 0.00% | – |
EQIX | Equinix Inc | $4,000 | -20.0% | 7 | 0.0% | 0.00% | 0.0% | |
SWBI | New | Smith & Wesson Brands Inc | $4,000 | – | 275 | +100.0% | 0.00% | – |
EOG | EOG Resources Inc | $3,000 | +50.0% | 67 | 0.0% | 0.00% | – | |
SRC | Buy | Spirit Realty Capital Inc | $3,000 | +50.0% | 80 | +1.3% | 0.00% | – |
DRE | Duke Realty Corp | $3,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
DGICA | Donegal Group Inccl a | $8,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
TMUS | T-Mobile US Inc | $7,000 | +16.7% | 53 | 0.0% | 0.00% | 0.0% | |
TDC | Sell | Teradata Corp | $4,000 | -50.0% | 200 | -44.0% | 0.00% | 0.0% |
DRI | Darden Restaurants Inc | $8,000 | +14.3% | 75 | 0.0% | 0.00% | 0.0% | |
DXC | Sell | DXC Technology Co | $8,000 | +33.3% | 329 | -7.1% | 0.00% | 0.0% |
TCBK | TriCo Bancshares | $6,000 | +50.0% | 188 | 0.0% | 0.00% | 0.0% | |
TRMB | Trimble Inc | $6,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
TWLO | Twilio Inccl a | $5,000 | +66.7% | 15 | 0.0% | 0.00% | 0.0% | |
STZ | Constellation Brands Inccl a | $7,000 | +16.7% | 34 | 0.0% | 0.00% | 0.0% | |
COLM | Columbia Sportswear Co | $6,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
FOF | Cohen & Steers Closed-End Opp | $6,000 | +20.0% | 508 | 0.0% | 0.00% | 0.0% | |
CINF | Cincinnati Financial Corp | $7,000 | +16.7% | 79 | 0.0% | 0.00% | 0.0% | |
VLO | Valero Energy Corp | $3,000 | +50.0% | 56 | 0.0% | 0.00% | – | |
CC | The Chemours Co | $3,000 | +50.0% | 126 | 0.0% | 0.00% | – | |
VEA | Vanguard FTSE Developed Markets ETFftse dev mkt etf | $3,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
VFH | Vanguard Financials ETFfinancials etf | $6,000 | +50.0% | 83 | 0.0% | 0.00% | 0.0% | |
COF | Capital One Financial Corp | $6,000 | +50.0% | 63 | 0.0% | 0.00% | 0.0% | |
VAR | New | Varian Medical Systems Inc | $3,000 | – | 18 | +100.0% | 0.00% | – |
BHF | Sell | Brighthouse Finl Inc Com | $5,000 | +25.0% | 162 | -10.5% | 0.00% | 0.0% |
BAH | New | Booz Allen Hamilton Holding Corpcl a | $8,000 | – | 101 | +100.0% | 0.00% | – |
VERY | VERICITY ORD | $6,000 | 0.0% | 652 | 0.0% | 0.00% | 0.0% | |
VRTX | Vertex Pharmaceuticals Inc | $4,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
VFF | Village Farms International Inc | $3,000 | +200.0% | 369 | 0.0% | 0.00% | – | |
VIR | New | Vir Biotechnology Inc | $4,000 | – | 150 | +100.0% | 0.00% | – |
ZTR | Virtus Total Return Fund Inc. | $5,000 | +25.0% | 580 | 0.0% | 0.00% | 0.0% | |
BOH | Bank of Hawaii Corp | $7,000 | +75.0% | 92 | 0.0% | 0.00% | 0.0% | |
BLL | New | Ball Corp | $7,000 | – | 77 | +100.0% | 0.00% | – |
BWXT | Bwx Technologies Inc | $5,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% | |
ARNC | Arconic Corp | $5,000 | +66.7% | 175 | 0.0% | 0.00% | 0.0% | |
WVVI | Willamette Valley Vineyards Inc | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
APO | Apollo Global Management Inc | $5,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% | |
ANTM | Sell | Anthem Inc | $5,000 | -16.7% | 16 | -36.0% | 0.00% | 0.0% |
WKHS | New | Workhorse Group Inc Com | $8,000 | – | 442 | +100.0% | 0.00% | – |
AIG | American International Group Inc | $5,000 | +25.0% | 147 | 0.0% | 0.00% | 0.0% | |
XRX | Buy | Xerox Holdings Corp | $3,000 | 0.0% | 164 | +1.2% | 0.00% | 0.0% |
ALL | Allstate Corp | $5,000 | +25.0% | 46 | 0.0% | 0.00% | 0.0% | |
AKAM | Akamai Technologies Inc | $3,000 | -25.0% | 37 | 0.0% | 0.00% | 0.0% | |
BIP | Brookfield Infrastructure Partners LPlp int unit | $5,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
IGT | International Game Technology PLC | $8,000 | +60.0% | 520 | 0.0% | 0.00% | 0.0% | |
AAP | Sell | Advance Auto Parts Inc | $6,000 | -40.0% | 39 | -43.5% | 0.00% | -50.0% |
ARKW | New | ARK Next Generation Internet ETFnext gnrtn inter | $3,000 | – | 23 | +100.0% | 0.00% | – |
SPOT | New | Spotify Technology SA | $3,000 | – | 10 | +100.0% | 0.00% | – |
ARKG | ARK Genomic Revolution ETFgenomic rev etf | $8,000 | +60.0% | 86 | 0.0% | 0.00% | 0.0% | |
AES | The AES Corp | $4,000 | +33.3% | 184 | 0.0% | 0.00% | 0.0% | |
RACE | Ferrari NV | $3,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
CPA | Copa Holdings SA Class Acl a | $6,000 | +50.0% | 80 | 0.0% | 0.00% | 0.0% | |
RCL | Royal Caribbean Group | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
NMCI | Navios Maritime Containers LP | $4,000 | +300.0% | 1,000 | 0.0% | 0.00% | – | |
MOH | Molina Healthcare Inc | $4,000 | +33.3% | 20 | 0.0% | 0.00% | 0.0% | |
FVRR | Fiverr Intl Ltd Ord Shs | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
JNK | SPDR Blmbg Barclays High Yield Bd ETFbloomberg brclys | $0 | – | 1 | 0.0% | 0.00% | – | |
MBRX | Moleculin Biotech Inc Com | $1,000 | -50.0% | 2,500 | 0.0% | 0.00% | – | |
FNV | New | Franco-Nevada Corp | $1,000 | – | 15 | +100.0% | 0.00% | – |
GALT | Galectin Therapeutics Inc | $2,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
MDU | MDU Resources Group Inc | $0 | – | 19 | 0.0% | 0.00% | – | |
CNC | Centene Corp | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
CLDX | Celldex Therapeutics Inc | $1,000 | 0.0% | 90 | 0.0% | 0.00% | – | |
FCAU | Fiat Chrysler Automobiles NV | $2,000 | +100.0% | 156 | 0.0% | 0.00% | – | |
BIOL | Exit | Biolase Inc | $0 | – | -45 | -100.0% | 0.00% | – |
CBNK | Capital Bancorp Inc/MD | $1,000 | – | 100 | 0.0% | 0.00% | – | |
ODFL | Old Dominion Freight Line Inc | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
MKL | Markel Corp | $1,000 | – | 1 | 0.0% | 0.00% | – | |
PRGO | Perrigo Co PLC | $0 | – | 15 | 0.0% | 0.00% | – | |
FLIR | New | FLIR Systems Inc | $1,000 | – | 25 | +100.0% | 0.00% | – |
ONEQ | Fidelity NASDAQ Composite Tr Stk ETFndq cp idx trk | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
AEG | Exit | Aegon NV | $0 | – | -224 | -100.0% | 0.00% | – |
CUZ | Cousins Properties Inc | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
XLV | Select Sector Spdr Trust The Health Care Select Sector Spdr Fundsbi healthcare | $0 | – | 5 | 0.0% | 0.00% | – | |
USCR | US Concrete Inc | $1,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
OXYWS | OCCIDENTAL PETE CORP WT EXP*w exp 08/03/202 | $0 | – | 51 | 0.0% | 0.00% | – | |
SGMS | New | Scientific Games Corp | $1,000 | – | 28 | +100.0% | 0.00% | – |
CNDT | Conduent Inc | $0 | – | 40 | 0.0% | 0.00% | – | |
FSTA | Fidelity MSCI Consumer Staples ETFconsmr staples | $0 | – | 9 | 0.0% | 0.00% | – | |
CMC | Buy | Commercial Metals Co | $2,000 | 0.0% | 106 | +1.0% | 0.00% | – |
RIG | Transocean Ltd | $0 | – | 26 | 0.0% | 0.00% | – | |
FUTY | Fidelity MSCI Utilities ETFmsci utils index | $0 | – | 9 | 0.0% | 0.00% | – | |
FDL | First Trust Morningstar Div Leaders ETF | $0 | – | 12 | 0.0% | 0.00% | – | |
MRO | Marathon Oil Corp | $0 | – | 130 | 0.0% | 0.00% | – | |
PRVL | Exit | Prevail Therapeutics Inc | $0 | – | -200 | -100.0% | 0.00% | – |
VFC | VF Corp | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
SNY | Sanofisponsored adr | $2,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
GL | Globe Life Inc | $2,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
VMBS | Vanguard Mortgage-Backed Secs ETFmortg-back sec | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
CZR | New | Caesars Entertainment Inc | $0 | – | 5 | +100.0% | 0.00% | – |
KTB | Kontoor Brands Inc | $0 | – | 2 | 0.0% | 0.00% | – | |
REZI | Resideo Technologies Inc | $1,000 | – | 55 | 0.0% | 0.00% | – | |
GT | Goodyear Tire & Rubber Co | $1,000 | – | 100 | 0.0% | 0.00% | – | |
HAL | Halliburton Co | $1,000 | – | 61 | 0.0% | 0.00% | – | |
BMYRT | BRISTOL MYERS SQUIBB CONTINGENT RTSright 99/99/9999 | $0 | – | 62 | 0.0% | 0.00% | – | |
FLEX | Flex Ltdord | $2,000 | +100.0% | 136 | 0.0% | 0.00% | – | |
RL | Ralph Lauren Corp Class Acl a | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
LHX | L3Harris Technologies Inc | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
PSA | Public Storage | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
HII | Huntington Ingalls Industries Inc | $2,000 | +100.0% | 12 | 0.0% | 0.00% | – | |
VIAC | Viacomcbs Cl B Ordcl b | $2,000 | +100.0% | 61 | 0.0% | 0.00% | – | |
BBBY | Sell | Bed Bath & Beyond Inc | $2,000 | 0.0% | 150 | -6.2% | 0.00% | – |
LITE | Sell | Lumentum Holdings Inc | $0 | -100.0% | 2 | -98.7% | 0.00% | -100.0% |
PBW | Invesco WilderHill Clean Energy ETFwilderhil clan | $0 | – | 5 | 0.0% | 0.00% | – | |
PEY | Invesco High Yield Eq Div Achiev ETFhig yld eq div | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
WAB | Sell | Westinghouse Air Brake Technologies Corp | $0 | – | 5 | -50.0% | 0.00% | – |
TAK | Exit | Takeda Pharmaceutical Co Ltdsponsored ads | $0 | – | -45 | -100.0% | 0.00% | – |
AAL | Exit | American Airlines Group Inc | $0 | – | -195 | -100.0% | 0.00% | – |
BKR | Baker Hughes Cocl a | $2,000 | +100.0% | 129 | 0.0% | 0.00% | – | |
PIPR | Piper Sandler Cos | $1,000 | – | 12 | 0.0% | 0.00% | – | |
PXD | Pioneer Natural Resources Co | $2,000 | +100.0% | 17 | 0.0% | 0.00% | – | |
IJK | Sell | iShares S&P Mid-Cap 400 Growths&p mc 400gr etf | $1,000 | -98.0% | 20 | -90.6% | 0.00% | -100.0% |
IYH | iShares U.S. Healthcare ETFus hlthcare etf | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
IEV | iShares Europeeurope etf | $0 | – | 17 | 0.0% | 0.00% | – | |
PRSP | Perspecta Inc | $2,000 | +100.0% | 83 | 0.0% | 0.00% | – | |
AQB | New | AquaBounty Technologies Inc | $0 | – | 55 | +100.0% | 0.00% | – |
WPM | New | Wheaton Precious Metals Corp | $1,000 | – | 45 | +100.0% | 0.00% | – |
TCS | Exit | The Container Store Group Inc | $0 | – | -20 | -100.0% | 0.00% | – |
WSM | Williams-Sonoma Inc | $0 | – | 5 | 0.0% | 0.00% | – | |
EMB | Sell | iShares JPMorgan USD Emerg Markets Bondjpmorgan usd emg | $1,000 | -97.0% | 14 | -95.4% | 0.00% | -100.0% |
MNKKQ | Exit | Mallinckrodt PLC | $0 | – | -8 | -100.0% | 0.00% | – |
WRAP | New | Wrap Technologies Inc | $1,000 | – | 350 | +100.0% | 0.00% | – |
ARL | American Realty Investors Inc | $0 | – | 51 | 0.0% | 0.00% | – | |
XHR | Xenia Hotels & Resorts Inc | $0 | – | 62 | 0.0% | 0.00% | – | |
JWN | Exit | Nordstrom Inc | $0 | – | -5 | -100.0% | 0.00% | – |
AIGWS | American International Group Inc*w exp 01/19/202 | $0 | – | 2 | 0.0% | 0.00% | – | |
IDV | iShares International Select Dividendintl sel div etf | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
DSI | Buy | iShares MSCI KLD 400 Social ETFmsci kld400 soc | $0 | – | 2 | +100.0% | 0.00% | – |
JLL | Jones Lang LaSalle Inc | $2,000 | +100.0% | 14 | 0.0% | 0.00% | – | |
ZION | Zions Bancorp NA | $2,000 | +100.0% | 48 | 0.0% | 0.00% | – | |
PEIX | Pacific Ethanol Inc | $0 | – | 1 | 0.0% | 0.00% | – | |
PPG | PPG Industries Inc | $2,000 | +100.0% | 14 | 0.0% | 0.00% | – | |
ZM | Sell | Zoom video communications-Acl a | $2,000 | -85.7% | 6 | -80.6% | 0.00% | -100.0% |
ADNT | Adient PLC | $1,000 | – | 55 | 0.0% | 0.00% | – | |
PCB | PCB Bancorp | $2,000 | +100.0% | 200 | 0.0% | 0.00% | – | |
AA | Alcoa Corp | $1,000 | – | 55 | 0.0% | 0.00% | – | |
DNOW | NOW Inc | $0 | – | 8 | 0.0% | 0.00% | – | |
DGRO | iShares Core Dividend Growth ETFcore div grwth | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
Micro Focus International PLCspon adr new | $0 | – | 169 | 0.0% | 0.00% | – | ||
OM | New | Outset Medical Inc | $1,000 | – | 35 | +100.0% | 0.00% | – |
KYN | Kayne Anderson MLP/Midstream | $2,000 | +100.0% | 370 | 0.0% | 0.00% | – | |
NLOK | NortonLifeLock Inc | $2,000 | -33.3% | 144 | 0.0% | 0.00% | -100.0% | |
ON | ON Semiconductor Corp | $2,000 | +100.0% | 71 | 0.0% | 0.00% | – | |
DISCA | Discovery Inc | $2,000 | +100.0% | 77 | 0.0% | 0.00% | – | |
SRAC | New | Stable Road Acqusition-Cl A | $1,000 | – | 100 | +100.0% | 0.00% | – |
EPR | Sell | EPR Properties | $2,000 | 0.0% | 67 | -38.5% | 0.00% | – |
JD | JD.com Inc ADRspon adr cl a | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
WFH | Direxion Work From Home ETFwork from home | $1,000 | – | 15 | 0.0% | 0.00% | – | |
DFEN | New | Direxion Dly Aerospace&Def Bl 3X ShsETFdly aerospc 3x | $1,000 | – | 100 | +100.0% | 0.00% | – |
SON | Sonoco Products Co | $2,000 | +100.0% | 38 | 0.0% | 0.00% | – | |
TELL | Tellurian Inc New | $0 | – | 600 | 0.0% | 0.00% | – | |
THC | Tenet Healthcare Corp | $0 | – | 13 | 0.0% | 0.00% | – | |
NCLH | Norwegian Cruise Line Holdings Ltd | $2,000 | +100.0% | 89 | 0.0% | 0.00% | – | |
TEX | Terex Corp | $1,000 | – | 41 | 0.0% | 0.00% | – | |
CURE | Direxion Daily Healthcare Bull 3X ETFhealthcare bul | $1,000 | – | 13 | 0.0% | 0.00% | – | |
EBAY | eBay Inc | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
TNA | Sell | Direxion Daily Small Cap Bull 3X ETFdly smcap bull3x | $1,000 | 0.0% | 20 | -50.0% | 0.00% | – |
MIDU | Sell | Direxion Daily Mid Cap Bull 3X ETFdly midcap etf3x | $1,000 | 0.0% | 38 | -34.5% | 0.00% | – |
TXT | Textron Inc | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
DMRC | New | Digimarc Corp | $2,000 | – | 50 | +100.0% | 0.00% | – |
WATT | Energous Corp | $0 | – | 100 | 0.0% | 0.00% | – | |
DELL | Dell Technologies Inccl c | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
NVT | Sell | nVent Electric PLC | $1,000 | 0.0% | 63 | -20.3% | 0.00% | – |
DAN | Dana Inc | $1,000 | 0.0% | 93 | 0.0% | 0.00% | – | |
XLRE | Buy | Real Estate Select Sector SPDRrl est sel sec | $2,000 | 0.0% | 81 | +1.2% | 0.00% | – |
EXPE | Expedia Inc | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
PLTR | Exit | Palantir Technologies Inc Ordinary Shares - Class Acl a | $0 | – | -500 | -100.0% | -0.00% | – |
NCR | Exit | NCR Corp | $0 | – | -157 | -100.0% | -0.00% | – |
NK | Exit | NantKwest Inc | $0 | – | -500 | -100.0% | -0.00% | – |
HAS | Exit | Hasbro Inc | $0 | – | -60 | -100.0% | -0.00% | – |
TCO | Exit | Taubman Centers Inc | $0 | – | -100 | -100.0% | -0.00% | – |
HEXO | Exit | HEXO Corp | $0 | – | -11,000 | -100.0% | -0.00% | – |
KDP | Exit | Keurig Dr Pepper Inc | $0 | – | -238 | -100.0% | -0.00% | – |
CABA | Exit | Cabaletta Bio Inc | $0 | – | -500 | -100.0% | -0.00% | – |
ENB | Exit | Enbridge Inc Com | $0 | – | -158 | -100.0% | -0.00% | – |
STOK | Exit | Stoke Therapeutics Inc | $0 | – | -400 | -100.0% | -0.00% | – |
TTD | Exit | The Trade Desk Inc Com Cl A | $0 | – | -25 | -100.0% | -0.00% | – |
KC | Exit | Kingsoft Cloud Hldgs Ltd Adrads | $0 | – | -500 | -100.0% | -0.00% | – |
SHW | Exit | Sherwin-Williams Co | $0 | – | -14 | -100.0% | -0.00% | – |
UYG | Exit | ProShares Ultra Financialsultra fncls new | $0 | – | -470 | -100.0% | -0.00% | – |
INMB | Exit | INmune Bio Inc | $0 | – | -1,000 | -100.0% | -0.00% | – |
KTOV | Exit | Kitov Pharma Ltdsponsord ads new | $0 | – | -2,450 | -100.0% | -0.00% | – |
CGW | Exit | Invesco S&P Global Water Index ETFs&p gbl water | $0 | – | -400 | -100.0% | -0.00% | – |
RYT | Exit | Invesco S&P 500 Equal Weight Tech ETFs&p500 eql tec | $0 | – | -148 | -100.0% | -0.01% | – |
WDFC | Exit | WD-40 Co | $0 | – | -181 | -100.0% | -0.01% | – |
SCHH | Exit | Schwab US REIT ETFus reit etf | $0 | – | -1,935 | -100.0% | -0.01% | – |
NEAR | Exit | iShares Short Maturity Bond ETFsht mat bd etf | $0 | – | -9,412 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 32 | Q3 2023 | 15.6% |
ISHARES TR | 32 | Q3 2023 | 23.6% |
ISHARES TR | 32 | Q3 2023 | 6.8% |
APPLE INC COM | 32 | Q3 2023 | 4.7% |
ISHARES TR | 32 | Q3 2023 | 7.7% |
ISHARES INC | 32 | Q3 2023 | 5.1% |
ISHARES TR | 32 | Q3 2023 | 5.9% |
ISHARES TR | 32 | Q3 2023 | 5.3% |
Ishares Tr Core Msci Eafe Etf | 32 | Q3 2023 | 9.5% |
MICROSOFT CORP COM | 32 | Q3 2023 | 2.5% |
View TRUE Private Wealth Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-30 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-04 |
13F-HR | 2022-07-28 |
13F-HR | 2022-05-09 |
13F-HR | 2022-02-11 |
13F-HR | 2021-11-05 |
View TRUE Private Wealth Advisors'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.