$634 Million is the total value of Ausdal Financial Partners, Inc.'s 449 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 13.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHV | New | ISHARES TRshort treas bd | $45,020,000 | – | 409,276 | +100.0% | 7.10% | – |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $20,935,000 | +367.6% | 257,787 | +376.7% | 3.30% | +388.6% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $17,177,000 | -2.0% | 258,576 | +5.6% | 2.71% | +2.4% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $16,010,000 | +44.0% | 381,288 | +52.0% | 2.53% | +50.5% |
| AAPL | Sell | APPLE INC | $14,554,000 | -0.8% | 105,312 | -1.9% | 2.30% | +3.7% |
| CAT | Sell | CATERPILLAR INC | $11,321,000 | -8.4% | 68,998 | -0.3% | 1.79% | -4.3% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $9,893,000 | +0.9% | 383,456 | +12.8% | 1.56% | +5.5% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $9,626,000 | +84.0% | 166,569 | +87.4% | 1.52% | +92.5% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $8,697,000 | -21.2% | 111,739 | -15.0% | 1.37% | -17.5% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $8,083,000 | -6.4% | 84,156 | -1.0% | 1.28% | -2.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $7,927,000 | -15.5% | 29,659 | -11.3% | 1.25% | -11.6% |
| FTCS | Buy | FIRST TR EXCHANGETRADED FDcap strength etf | $7,672,000 | +0.4% | 115,508 | +5.7% | 1.21% | +4.9% |
| CORP | Sell | PIMCO ETF TRinv grd crp bd | $7,526,000 | -12.6% | 82,498 | -7.7% | 1.19% | -8.7% |
| AGG | Sell | ISHARES TRcore us aggbd et | $7,389,000 | -7.9% | 76,702 | -2.8% | 1.17% | -3.7% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $7,109,000 | -6.5% | 52,273 | -0.3% | 1.12% | -2.3% |
| MSFT | Sell | MICROSOFT CORP | $6,252,000 | -9.6% | 26,845 | -0.3% | 0.99% | -5.6% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $5,576,000 | -10.5% | 155,799 | -3.0% | 0.88% | -6.5% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $5,535,000 | -62.8% | 15,434 | -60.6% | 0.87% | -61.1% |
| AMZN | Sell | AMAZON COM INC | $5,416,000 | -26.4% | 47,933 | -30.8% | 0.85% | -23.1% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $5,053,000 | -8.0% | 83,473 | -4.6% | 0.80% | -3.7% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $4,912,000 | +14.5% | 112,818 | +22.0% | 0.78% | +19.8% |
| IEMG | Buy | ISHARES INCcore msci emkt | $4,862,000 | -8.8% | 113,122 | +4.1% | 0.77% | -4.6% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $4,733,000 | +12.7% | 84,805 | +17.1% | 0.75% | +18.0% |
| ABBV | Buy | ABBVIE INC | $4,659,000 | -11.2% | 34,713 | +1.3% | 0.74% | -7.2% |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $4,112,000 | +25.7% | 83,261 | +26.2% | 0.65% | +31.6% |
| SPIB | New | SPDR SER TRportfolio intrmd | $4,080,000 | – | 130,258 | +100.0% | 0.64% | – |
| SPY | Sell | SPDR SP 500 ETF TRtr unit | $3,997,000 | -25.3% | 11,191 | -21.1% | 0.63% | -21.8% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $3,973,000 | -0.8% | 310,361 | +9.8% | 0.63% | +3.6% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $3,930,000 | +34.4% | 39,753 | +34.7% | 0.62% | +40.6% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $3,829,000 | +845.4% | 18,533 | +843.6% | 0.60% | +890.2% |
| ARKK | Buy | ARK ETF TRinnovation etf | $3,643,000 | -3.7% | 96,555 | +1.8% | 0.58% | +0.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,617,000 | -4.3% | 19,240 | +0.3% | 0.57% | +0.2% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $3,617,000 | -5.4% | 69,836 | +1.9% | 0.57% | -1.0% |
| IWB | Sell | ISHARES TRrus 1000 etf | $3,613,000 | -7.8% | 18,308 | -3.0% | 0.57% | -3.7% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $3,541,000 | -1.8% | 47,325 | +0.7% | 0.56% | +2.8% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $3,532,000 | -15.2% | 77,168 | -4.4% | 0.56% | -11.3% |
| DE | Buy | DEERE CO | $3,468,000 | +11.6% | 10,387 | +0.1% | 0.55% | +16.6% |
| UUP | Buy | INVESCO DB US DLR INDEX TRbullish fd | $3,430,000 | +13.9% | 113,753 | +5.6% | 0.54% | +18.9% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $3,407,000 | -4.3% | 15,924 | -0.3% | 0.54% | 0.0% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $3,394,000 | -9.3% | 89,801 | -6.4% | 0.54% | -5.1% |
| VEA | Sell | VANGUARD TAXMANAGED FDSvan ftse dev mkt | $3,364,000 | -24.8% | 92,524 | -15.6% | 0.53% | -21.3% |
| DGRO | Buy | ISHARES TRcore div grwth | $3,354,000 | -1.3% | 75,422 | +5.7% | 0.53% | +3.1% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $3,343,000 | -31.1% | 57,813 | -26.1% | 0.53% | -28.0% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $3,333,000 | +8.0% | 165,094 | +8.4% | 0.53% | +12.9% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $3,324,000 | +62.1% | 66,349 | +69.2% | 0.52% | +69.6% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $3,222,000 | +17.9% | 31,449 | +32.2% | 0.51% | +23.3% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $3,097,000 | -25.1% | 18,121 | -22.8% | 0.49% | -21.6% |
| MMLG | Buy | FIRST TR EXCHNG TRADED FD VImlt mngd lrg grw | $3,093,000 | -0.1% | 190,137 | +4.1% | 0.49% | +4.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,079,000 | -53.1% | 32,020 | +966.6% | 0.49% | -51.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $3,064,000 | -5.0% | 32,292 | +1.8% | 0.48% | -0.8% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $3,044,000 | -11.1% | 9,904 | -5.5% | 0.48% | -7.2% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $3,013,000 | +2.0% | 21,011 | +6.6% | 0.48% | +6.5% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,858,000 | -3.2% | 21,147 | +2.8% | 0.45% | +1.3% |
| QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $2,853,000 | -3.1% | 34,086 | +1.1% | 0.45% | +1.4% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $2,835,000 | -8.2% | 66,946 | -3.2% | 0.45% | -4.1% |
| MUB | Sell | ISHARES TRnational mun etf | $2,786,000 | -15.8% | 27,159 | -12.6% | 0.44% | -11.8% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $2,646,000 | -3.5% | 37,102 | +1.8% | 0.42% | +0.7% |
| V | Buy | VISA INC | $2,639,000 | -9.4% | 14,857 | +0.4% | 0.42% | -5.5% |
| GLD | Sell | SPDR GOLD TR | $2,619,000 | -17.9% | 16,934 | -10.5% | 0.41% | -14.1% |
| TSLA | Buy | TESLA INC | $2,609,000 | -28.1% | 9,838 | +82.5% | 0.41% | -24.8% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,608,000 | -3.6% | 32,616 | +3.0% | 0.41% | +0.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,547,000 | +3.4% | 14,194 | +8.7% | 0.40% | +8.1% |
| RDVY | Sell | FIRST TR EXCHANGETRADED FDrisng divd achiv | $2,523,000 | -8.7% | 64,888 | -3.9% | 0.40% | -4.6% |
| SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $2,516,000 | -11.5% | 51,207 | -7.1% | 0.40% | -7.5% |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $2,426,000 | -8.1% | 62,020 | +3.7% | 0.38% | -3.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,388,000 | -19.9% | 8,944 | -18.1% | 0.38% | -16.2% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $2,243,000 | -4.0% | 23,372 | +2.3% | 0.35% | +0.3% |
| UBER | Sell | UBER TECHNOLOGIES INC | $2,223,000 | -39.1% | 83,870 | -53.0% | 0.35% | -36.3% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $2,228,000 | -12.4% | 39,089 | -2.7% | 0.35% | -8.6% |
| QQQX | Buy | NUVEEN NASDAQ 100 DYNAMIC OV | $2,189,000 | -2.6% | 106,723 | +3.7% | 0.34% | +1.8% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $2,170,000 | -9.6% | 39,262 | -3.3% | 0.34% | -5.5% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,162,000 | -66.2% | 16,984 | -64.4% | 0.34% | -64.7% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $2,164,000 | -6.8% | 33,038 | -0.2% | 0.34% | -2.6% |
| MCD | Buy | MCDONALDS CORP | $2,160,000 | +8.8% | 9,361 | +16.4% | 0.34% | +13.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,089,000 | -8.7% | 21,841 | +1980.1% | 0.33% | -4.3% |
| VOO | Sell | VANGUARD INDEX FDS | $2,089,000 | -14.9% | 6,364 | -10.0% | 0.33% | -10.8% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $2,084,000 | -28.8% | 45,153 | -18.5% | 0.33% | -25.6% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $2,060,000 | -38.6% | 11,818 | -36.0% | 0.32% | -35.8% |
| XOM | Buy | EXXON MOBIL CORP | $2,062,000 | +30.8% | 23,614 | +28.3% | 0.32% | +36.6% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $2,026,000 | -49.5% | 32,355 | -46.0% | 0.32% | -47.1% |
| FMF | Buy | FIRST TR EXCHANGETRADED FDmngd futrs strgy | $2,005,000 | +2.7% | 38,948 | +2.7% | 0.32% | +7.1% |
| JNJ | Sell | JOHNSON JOHNSON | $1,970,000 | -8.0% | 12,057 | -0.1% | 0.31% | -3.7% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $1,945,000 | -10.6% | 18,546 | -2.5% | 0.31% | -6.4% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $1,924,000 | +8.6% | 49,887 | +11.8% | 0.30% | +13.9% |
| FSMB | Sell | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $1,872,000 | -35.4% | 96,008 | -34.2% | 0.30% | -32.5% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,860,000 | +247.0% | 53,914 | +270.3% | 0.29% | +261.7% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $1,844,000 | -6.4% | 17,746 | +0.6% | 0.29% | -2.0% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $1,836,000 | +5.3% | 53,906 | +11.2% | 0.29% | +10.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,832,000 | -36.7% | 8,356 | -34.7% | 0.29% | -33.9% |
| VLUE | Sell | ISHARES TRmsci usa value | $1,815,000 | -14.4% | 22,166 | -5.4% | 0.29% | -10.6% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $1,790,000 | -16.0% | 8,002 | -11.6% | 0.28% | -12.4% |
| FAAR | Sell | FIRST TR EXCHANGE TRAD FD VIalt abslt strg | $1,783,000 | -12.0% | 57,387 | -5.5% | 0.28% | -8.2% |
| ONEV | Buy | SPDR SER TRrussell low vol | $1,746,000 | +13.9% | 18,991 | +21.4% | 0.28% | +19.0% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $1,707,000 | +0.4% | 31,663 | +6.7% | 0.27% | +4.7% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $1,682,000 | -10.0% | 58,172 | -8.3% | 0.26% | -6.0% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $1,671,000 | -3.6% | 24,567 | +4.3% | 0.26% | +0.8% |
| SGOV | Sell | ISHARES TR0-3 mnth treasry | $1,602,000 | -3.7% | 15,974 | -3.9% | 0.25% | +0.8% |
| T | Buy | ATT INC | $1,598,000 | -17.1% | 104,151 | +13.3% | 0.25% | -13.4% |
| SPD | Sell | SIMPLIFY EXCHANGE TRADED FUNus eqt pls dwnsd | $1,590,000 | -5.9% | 60,113 | -5.8% | 0.25% | -1.6% |
| PDT | Buy | HANCOCK JOHN PREM DIVID FD | $1,554,000 | +14.3% | 114,775 | +18.4% | 0.24% | +19.5% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $1,541,000 | -58.5% | 21,334 | -56.3% | 0.24% | -56.7% |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $1,536,000 | -12.6% | 58,559 | -10.0% | 0.24% | -8.7% |
| CVX | Sell | CHEVRON CORP NEW | $1,521,000 | -1.9% | 10,589 | -1.2% | 0.24% | +2.6% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,514,000 | +2.4% | 21,017 | +1.6% | 0.24% | +7.2% |
| Buy | PROSHARES TRultrashrt s&p500 | $1,514,000 | +229.1% | 27,746 | +203.7% | 0.24% | +246.4% | |
| PZA | Sell | INVESCO EXCH TRADED FD TR IInatl amt muni | $1,504,000 | -23.8% | 68,111 | -19.1% | 0.24% | -20.5% |
| MORT | Buy | VANECK ETF TRUSTmortgage reit | $1,501,000 | -17.4% | 135,798 | +4.6% | 0.24% | -13.5% |
| FSK | Buy | FS KKR CAP CORP | $1,487,000 | -11.3% | 87,726 | +1.7% | 0.24% | -7.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,489,000 | -8.8% | 12,532 | +8.3% | 0.24% | -4.5% |
| IAU | Sell | ISHARES GOLD TRishares new | $1,484,000 | -26.8% | 47,068 | -20.4% | 0.23% | -23.5% |
| Sell | INVENTRUST PPTYS CORP | $1,432,000 | -19.6% | 67,126 | -2.8% | 0.23% | -16.0% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,391,000 | -19.6% | 36,637 | +7.4% | 0.22% | -16.1% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $1,386,000 | -7.1% | 29,367 | -0.7% | 0.22% | -2.7% |
| FB | Sell | META PLATFORMS INCcl a | $1,383,000 | -72.3% | 10,193 | -67.1% | 0.22% | -71.1% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $1,385,000 | +25.1% | 28,705 | +27.6% | 0.22% | +30.5% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $1,359,000 | +0.3% | 42,446 | +5.1% | 0.21% | +4.9% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $1,329,000 | -3.6% | 57,618 | -4.8% | 0.21% | +1.0% |
| MLN | Buy | VANECK ETF TRUSTlong muni etf | $1,320,000 | -5.6% | 79,309 | +0.1% | 0.21% | -1.4% |
| Sell | PHILLIPS EDISON CO INC | $1,306,000 | -17.0% | 46,573 | -1.1% | 0.21% | -13.1% | |
| PEP | Buy | PEPSICO INC | $1,297,000 | +4.0% | 7,947 | +6.2% | 0.20% | +9.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,278,000 | -15.1% | 10,127 | -3.2% | 0.20% | -11.0% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $1,261,000 | -5.0% | 14,542 | +3.1% | 0.20% | -0.5% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,258,000 | -13.8% | 28,353 | -3.0% | 0.20% | -10.0% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $1,234,000 | -1.5% | 30,884 | -0.1% | 0.20% | +3.2% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $1,230,000 | +3.3% | 5,234 | -0.0% | 0.19% | +7.8% |
| HD | Buy | HOME DEPOT INC | $1,222,000 | +12.9% | 4,428 | +12.3% | 0.19% | +18.4% |
| PSCH | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $1,216,000 | -3.6% | 9,234 | +0.2% | 0.19% | +1.1% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $1,210,000 | -5.4% | 28,812 | -0.4% | 0.19% | -1.0% |
| ACWV | Sell | ISHARES INCmsci gbl min vol | $1,211,000 | -6.4% | 13,670 | -0.1% | 0.19% | -2.1% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $1,203,000 | -1.4% | 25,384 | +0.8% | 0.19% | +3.3% |
| FUMB | Buy | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $1,200,000 | +15.4% | 60,554 | +16.3% | 0.19% | +20.4% |
| LMBS | Sell | FIRST TR EXCHANGETRADED FDfst low oppt eft | $1,187,000 | -10.0% | 25,059 | -8.3% | 0.19% | -6.0% |
| MO | Buy | ALTRIA GROUP INC | $1,184,000 | +9.9% | 29,324 | +13.7% | 0.19% | +14.7% |
| USHY | Sell | ISHARES TRbroad usd high | $1,176,000 | -3.3% | 34,972 | -0.5% | 0.19% | +1.6% |
| SVOL | Sell | SIMPLIFY EXCHANGE TRADED FUNvolatility prem | $1,148,000 | -6.6% | 54,912 | -0.9% | 0.18% | -2.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,150,000 | -0.5% | 2,276 | +1.1% | 0.18% | +4.0% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $1,142,000 | -9.1% | 6,167 | +0.0% | 0.18% | -5.3% |
| WMT | Buy | WALMART INC | $1,144,000 | +19.0% | 8,822 | +11.6% | 0.18% | +24.1% |
| SPSB | Sell | SPDR SER TRportfolio short | $1,141,000 | -14.2% | 39,043 | -12.8% | 0.18% | -10.4% |
| FALN | Sell | ISHARES TRfaln angls usd | $1,136,000 | -9.0% | 47,520 | -6.3% | 0.18% | -4.8% |
| BA | Sell | BOEING CO | $1,113,000 | -17.4% | 9,193 | -6.7% | 0.18% | -13.3% |
| SOXX | Buy | ISHARES TRishares semicdtr | $1,109,000 | -7.9% | 3,479 | +1.0% | 0.18% | -3.8% |
| JNK | Buy | SPDR SER TRbloomberg high y | $1,104,000 | -3.1% | 12,565 | +0.0% | 0.17% | +1.2% |
| TTD | Sell | THE TRADE DESK INC | $1,090,000 | +37.3% | 18,243 | -3.7% | 0.17% | +43.3% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,084,000 | +0.3% | 16,241 | +8.4% | 0.17% | +4.9% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,076,000 | +0.3% | 8,839 | +6.7% | 0.17% | +4.9% |
| XBI | Sell | SPDR SER TRs&p biotech | $1,078,000 | -7.9% | 13,595 | -13.8% | 0.17% | -4.0% |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $1,056,000 | -48.0% | 65,249 | -42.1% | 0.17% | -45.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,054,000 | +16.2% | 5,010 | +20.9% | 0.17% | +21.2% |
| AOK | Sell | ISHARES TRconser alloc etf | $1,052,000 | -39.4% | 32,237 | -35.8% | 0.17% | -36.6% |
| SDG | Sell | ISHARES TRmsci gbl sus dev | $1,042,000 | -15.3% | 14,696 | -4.6% | 0.16% | -11.8% |
| GIS | Buy | GENERAL MLS INC | $1,041,000 | +1.8% | 13,589 | +0.2% | 0.16% | +6.5% |
| CSCO | Sell | CISCO SYS INC | $1,034,000 | -6.4% | 25,844 | -0.3% | 0.16% | -2.4% |
| LDUR | Sell | PIMCO ETF TRenhncd lw dur ac | $1,035,000 | -3.0% | 10,932 | -1.6% | 0.16% | +1.2% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $1,031,000 | -10.0% | 6,301 | -5.1% | 0.16% | -5.8% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $1,020,000 | -3.5% | 21,207 | +0.5% | 0.16% | +0.6% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $1,020,000 | -25.8% | 24,945 | -24.5% | 0.16% | -22.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,016,000 | -31.5% | 27,842 | -21.8% | 0.16% | -28.6% |
| RWJ | Sell | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $1,006,000 | -7.1% | 10,463 | -1.6% | 0.16% | -2.5% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $995,000 | -22.5% | 17,013 | -17.3% | 0.16% | -19.1% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $988,000 | -7.8% | 44,103 | +4.4% | 0.16% | -3.7% |
| CWB | Sell | SPDR SER TRbbg conv sec etf | $983,000 | -2.5% | 15,525 | -0.6% | 0.16% | +2.0% |
| COP | Sell | CONOCOPHILLIPS | $960,000 | +10.0% | 9,384 | -3.5% | 0.15% | +14.4% |
| BP | Buy | BP PLCsponsored adr | $960,000 | +13.3% | 33,634 | +12.5% | 0.15% | +18.0% |
| JPM | Sell | JPMORGAN CHASE CO | $954,000 | -49.1% | 9,126 | -45.1% | 0.15% | -47.0% |
| PFE | Buy | PFIZER INC | $947,000 | -13.0% | 21,633 | +4.2% | 0.15% | -9.1% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $939,000 | +12.6% | 39,469 | +15.4% | 0.15% | +17.5% |
| DIS | Sell | DISNEY WALT CO | $935,000 | -16.1% | 9,909 | -16.1% | 0.15% | -12.5% |
| IDLV | Buy | INVESCO EXCH TRADED FD TR IIs&p intl low | $930,000 | -10.6% | 37,708 | +0.1% | 0.15% | -6.4% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $916,000 | +8.4% | 5,373 | +11.5% | 0.14% | +13.3% |
| QCOM | Buy | QUALCOMM INC | $892,000 | -11.3% | 7,894 | +0.2% | 0.14% | -7.2% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $888,000 | +73.8% | 18,227 | +80.4% | 0.14% | +81.8% |
| IOO | Sell | ISHARES TRglobal 100 etf | $884,000 | -60.6% | 14,847 | -57.6% | 0.14% | -58.9% |
| DSTL | Buy | ETF SER SOLUTIONSdistillate us | $879,000 | +8.3% | 23,812 | +13.6% | 0.14% | +13.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $877,000 | -12.6% | 10,568 | +4.1% | 0.14% | -8.6% |
| RIGS | Sell | ALPS ETF TRrivrfrnt str inc | $875,000 | -2.1% | 39,383 | -0.1% | 0.14% | +2.2% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $854,000 | -12.5% | 10,429 | +2.7% | 0.14% | -8.2% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $834,000 | -13.9% | 8,682 | -9.1% | 0.13% | -9.6% |
| AOM | Sell | ISHARES TRmodert alloc etf | $830,000 | -9.1% | 22,658 | -3.3% | 0.13% | -5.1% |
| NVDA | Sell | NVIDIA CORPORATION | $824,000 | -62.0% | 6,786 | -52.5% | 0.13% | -60.2% |
| SDY | Sell | SPDR SER TRs&p divid etf | $815,000 | -13.7% | 7,310 | -8.1% | 0.13% | -9.2% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $818,000 | -7.0% | 17,078 | -0.2% | 0.13% | -3.0% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $803,000 | +6.8% | 31,698 | +12.8% | 0.13% | +12.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $798,000 | -2.2% | 1,689 | -0.8% | 0.13% | +2.4% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $784,000 | -2.0% | 4,018 | -1.0% | 0.12% | +2.5% |
| IRT | Sell | INDEPENDENCE RLTY TR INC | $784,000 | -37.0% | 46,873 | -22.0% | 0.12% | -34.0% |
| LLY | Buy | LILLY ELI CO | $781,000 | +4.0% | 2,414 | +4.2% | 0.12% | +8.8% |
| CAH | Sell | CARDINAL HEALTH INC | $781,000 | +17.6% | 11,708 | -7.9% | 0.12% | +23.0% |
| HNDL | Sell | STRATEGY SHSns 7handl idx | $768,000 | -7.8% | 39,989 | -1.1% | 0.12% | -4.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $763,000 | -23.0% | 2,773 | +2.4% | 0.12% | -20.0% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $747,000 | -13.8% | 9,062 | -7.0% | 0.12% | -9.9% |
| LITMAN GREGORY FDS TRimgp dbi managed | $750,000 | +4.7% | 22,107 | 0.0% | 0.12% | +9.3% | ||
| Sell | SIMPLIFY EXCHANGE TRADED FUNconvexity etf | $739,000 | -8.5% | 41,777 | -0.7% | 0.12% | -4.1% | |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $733,000 | -11.9% | 16,184 | -6.9% | 0.12% | -7.9% |
| NEE | Buy | NEXTERA ENERGY INC | $728,000 | +4.9% | 9,280 | +3.6% | 0.12% | +9.5% |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $709,000 | +6.0% | 9,831 | -1.9% | 0.11% | +10.9% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $702,000 | -3.6% | 23,110 | -0.1% | 0.11% | +0.9% |
| SIMPLIFY EXCHANGE TRADED FUNconvexity etf | $689,000 | -2.7% | 34,958 | 0.0% | 0.11% | +1.9% | ||
| DBEM | Sell | DBX ETF TRxtrack msci emrg | $686,000 | -57.5% | 33,312 | -53.8% | 0.11% | -55.7% |
| SWAN | Sell | AMPLIFY ETF TRblackswan grwt | $670,000 | -26.6% | 26,978 | -20.3% | 0.11% | -23.2% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $672,000 | -5.9% | 6,912 | -0.2% | 0.11% | -1.9% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $668,000 | +13.2% | 7,441 | +19.8% | 0.10% | +18.0% |
| YYY | Sell | AMPLIFY ETF TR | $667,000 | -10.2% | 58,544 | -0.4% | 0.10% | -6.2% |
| GCOR | Buy | GOLDMAN SACHS ETF TRaccess us agrat | $660,000 | +17.2% | 16,125 | +23.8% | 0.10% | +22.4% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $645,000 | -37.6% | 5,324 | -34.0% | 0.10% | -34.6% |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $640,000 | -17.3% | 17,917 | -5.3% | 0.10% | -13.7% |
| FTSM | Buy | FIRST TR EXCHANGETRADED FDfirst tr enh new | $638,000 | +107.1% | 10,749 | +107.2% | 0.10% | +119.6% |
| TGT | Sell | TARGET CORP | $631,000 | +4.8% | 4,254 | -0.2% | 0.10% | +9.9% |
| GOVT | Buy | ISHARES TRus treas bd etf | $637,000 | +20.2% | 27,993 | +26.1% | 0.10% | +25.0% |
| GSEW | Sell | GOLDMAN SACHS ETF TRequal weight us | $636,000 | -5.5% | 11,939 | -1.6% | 0.10% | -2.0% |
| FV | Sell | FIRST TR EXCHANGETRADED FDdorsey wrt 5 etf | $627,000 | -38.9% | 15,280 | -38.4% | 0.10% | -36.1% |
| KO | Sell | COCA COLA CO | $628,000 | -13.9% | 11,211 | -3.2% | 0.10% | -10.0% |
| FHN | Buy | FIRST HORIZON CORPORATION | $626,000 | +20.6% | 27,332 | +15.0% | 0.10% | +26.9% |
| UVXY | Buy | PROSHARES TR IIultra vix short | $630,000 | -6.7% | 49,052 | +5.5% | 0.10% | -2.9% |
| LMT | Sell | LOCKHEED MARTIN CORP | $615,000 | -15.3% | 1,593 | -5.7% | 0.10% | -11.8% |
| BBDC | Sell | BARINGS BDC INC | $608,000 | -23.0% | 73,460 | -13.4% | 0.10% | -19.3% |
| C | Buy | CITIGROUP INC | $609,000 | -5.4% | 14,610 | +4.4% | 0.10% | -1.0% |
| VIRT | Sell | VIRTU FINL INCcl a | $595,000 | -13.0% | 28,636 | -2.1% | 0.09% | -8.7% |
| BMY | Buy | BRISTOLMYERS SQUIBB CO | $596,000 | +1.2% | 8,391 | +9.6% | 0.09% | +5.6% |
| ORCL | Buy | ORACLE CORP | $595,000 | -12.2% | 9,747 | +0.4% | 0.09% | -7.8% |
| ESGU | Sell | ISHARES TResg awr msci usa | $589,000 | -6.5% | 7,413 | -1.3% | 0.09% | -2.1% |
| BX | Buy | BLACKSTONE INC | $591,000 | -3.7% | 7,066 | +5.0% | 0.09% | 0.0% |
| AVGO | Sell | BROADCOM INC | $582,000 | -65.6% | 1,311 | -62.4% | 0.09% | -63.9% |
| New | HEALTHCARE RLTY TR | $573,000 | – | 27,478 | +100.0% | 0.09% | – | |
| ISRG | Sell | INTUITIVE SURGICAL INC | $553,000 | -7.4% | 2,950 | -0.8% | 0.09% | -3.3% |
| INTC | Sell | INTEL CORP | $543,000 | -64.4% | 21,053 | -48.4% | 0.09% | -62.6% |
| ACN | Sell | ACCENTURE PLC IRELAND | $540,000 | -9.1% | 2,097 | -1.9% | 0.08% | -5.6% |
| TIP | Sell | ISHARES TRtips bd etf | $538,000 | -40.3% | 5,129 | -35.2% | 0.08% | -37.5% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $540,000 | -13.9% | 3,343 | -2.7% | 0.08% | -10.5% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $536,000 | -1.8% | 7,551 | +3.7% | 0.08% | +3.7% |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $533,000 | -0.6% | 62,503 | +6.5% | 0.08% | +3.7% |
| MMC | Buy | MARSH MCLENNAN COS INC | $535,000 | -3.3% | 3,586 | +0.7% | 0.08% | +1.2% |
| FDM | Buy | FIRST TR DOW JONES SELECT MI | $523,000 | -4.2% | 10,465 | +0.4% | 0.08% | +1.2% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $523,000 | -2.8% | 10,375 | +0.2% | 0.08% | +2.5% |
| XSLV | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $526,000 | -7.6% | 12,967 | +1.4% | 0.08% | -3.5% |
| PSK | SPDR SER TRice pfd sec etf | $518,000 | -2.6% | 14,850 | 0.0% | 0.08% | +2.5% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $505,000 | -12.0% | 5,429 | +1.4% | 0.08% | -8.0% |
| USIG | Buy | ISHARES TRusd inv grde etf | $506,000 | -2.5% | 10,537 | +3.5% | 0.08% | +2.6% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $504,000 | -7.4% | 1,721 | -6.1% | 0.08% | -2.4% |
| O | Buy | REALTY INCOME CORP | $507,000 | -13.0% | 8,718 | +2.2% | 0.08% | -9.1% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $501,000 | -3.3% | 10,860 | -0.6% | 0.08% | +1.3% |
| FTRI | Buy | FIRST TR EXCHANGE TRADED FDindxx nat re etf | $500,000 | +45.3% | 40,983 | +58.5% | 0.08% | +51.9% |
| NMZ | Buy | NUVEEN MUN HIGH INCOME OPPOR | $496,000 | +129.6% | 48,237 | +161.4% | 0.08% | +136.4% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $497,000 | -17.6% | 6,211 | +17.1% | 0.08% | -14.3% |
| AMGN | Buy | AMGEN INC | $487,000 | -3.0% | 2,162 | +4.8% | 0.08% | +1.3% |
| WMB | Sell | WILLIAMS COS INC | $485,000 | -9.0% | 16,926 | -0.8% | 0.08% | -3.8% |
| KRBN | Sell | KRANESHARES TRglobal carb stra | $489,000 | -25.2% | 13,144 | -1.0% | 0.08% | -22.2% |
| MRK | Buy | MERCK CO INC | $479,000 | +0.8% | 5,567 | +6.8% | 0.08% | +5.6% |
| UL | Sell | UNILEVER PLCspon adr new | $482,000 | -4.6% | 10,987 | -0.4% | 0.08% | 0.0% |
| RLI | Buy | RLI CORP | $473,000 | -11.8% | 4,619 | +0.4% | 0.08% | -7.4% |
| Buy | FRANKLIN BSP RLTY TR INC | $475,000 | -5.4% | 44,085 | +18.4% | 0.08% | -1.3% | |
| TPR | Sell | TAPESTRY INC | $478,000 | -8.1% | 16,804 | -1.5% | 0.08% | -3.8% |
| PAYX | Buy | PAYCHEX INC | $478,000 | +1.5% | 4,256 | +2.9% | 0.08% | +5.6% |
| ONB | OLD NATL BANCORP IND | $473,000 | +11.3% | 28,726 | 0.0% | 0.08% | +17.2% | |
| EXC | Buy | EXELON CORP | $469,000 | +39.2% | 12,526 | +68.4% | 0.07% | +45.1% |
| VRSK | Buy | VERISK ANALYTICS INC | $470,000 | -0.4% | 2,758 | +1.1% | 0.07% | +4.2% |
| BAC | Sell | BK OF AMERICA CORP | $466,000 | -4.1% | 15,437 | -1.2% | 0.07% | +1.4% |
| CRM | Buy | SALESFORCE INC | $469,000 | -2.1% | 3,260 | +12.4% | 0.07% | +2.8% |
| NOW | Buy | SERVICENOW INC | $466,000 | -6.4% | 1,235 | +18.0% | 0.07% | -1.3% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $471,000 | -47.1% | 3,967 | -43.4% | 0.07% | -44.8% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $461,000 | -39.2% | 3,236 | -41.3% | 0.07% | -36.0% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $459,000 | +6.7% | 9,191 | +15.1% | 0.07% | +10.8% |
| XMPT | Sell | VANECK ETF TRUST | $438,000 | -14.6% | 21,226 | -4.8% | 0.07% | -10.4% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $433,000 | -15.4% | 12,185 | +2.2% | 0.07% | -11.7% |
| KW | Buy | KENNEDYWILSON HOLDINGS INC | $431,000 | -5.5% | 27,900 | +15.8% | 0.07% | -1.4% |
| CVS | Buy | CVS HEALTH CORP | $431,000 | +5.1% | 4,515 | +2.1% | 0.07% | +9.7% |
| XHR | Sell | XENIA HOTELS RESORTS INC | $432,000 | -6.1% | 31,332 | -1.1% | 0.07% | -1.4% |
| Buy | SHELL PLCspon ads | $433,000 | -4.8% | 8,705 | +0.1% | 0.07% | -1.4% | |
| PYPL | Buy | PAYPAL HLDGS INC | $430,000 | +23.6% | 4,993 | +0.2% | 0.07% | +28.3% |
| GILD | Sell | GILEAD SCIENCES INC | $427,000 | -0.7% | 6,928 | -0.5% | 0.07% | +3.1% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $427,000 | -12.5% | 5,327 | -0.6% | 0.07% | -9.5% |
| HOLX | Buy | HOLOGIC INC | $417,000 | -6.3% | 6,460 | +0.5% | 0.07% | -1.5% |
| NFLX | Buy | NETFLIX INC | $418,000 | +56.0% | 1,774 | +15.9% | 0.07% | +65.0% |
| MS | Buy | MORGAN STANLEY | $414,000 | +5.6% | 5,245 | +1.9% | 0.06% | +10.2% |
| MU | Buy | MICRON TECHNOLOGY INC | $415,000 | -8.6% | 8,280 | +0.8% | 0.06% | -5.8% |
| EMXC | Sell | ISHARES INCmsci emrg chn | $404,000 | -94.5% | 9,132 | -94.0% | 0.06% | -94.2% |
| ABT | Buy | ABBOTT LABS | $403,000 | +1.0% | 4,166 | +13.5% | 0.06% | +6.7% |
| USMV | Buy | ISHARES TRmsci usa min vol | $405,000 | +1.8% | 6,125 | +8.0% | 0.06% | +6.7% |
| XOP | Buy | SPDR SER TRs&p oilgas exp | $404,000 | +53.0% | 3,242 | +46.5% | 0.06% | +60.0% |
| ETJ | Buy | EATON VANCE RISKMANAGED DIV | $400,000 | +3.1% | 48,328 | +4.3% | 0.06% | +6.8% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $396,000 | -8.8% | 4,984 | -3.7% | 0.06% | -4.6% |
| PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $393,000 | -2.0% | 23,924 | +0.5% | 0.06% | +1.6% |
| SLV | Buy | ISHARES SILVER TRishares | $378,000 | +23.5% | 21,607 | +31.4% | 0.06% | +30.4% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $379,000 | -5.7% | 3,065 | +0.5% | 0.06% | -1.6% |
| WM | Buy | WASTE MGMT INC DEL | $378,000 | +7.1% | 2,357 | +2.1% | 0.06% | +13.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $382,000 | -5.7% | 2,319 | -3.1% | 0.06% | -1.6% |
| SMLV | Sell | SPDR SER TRssga us smal etf | $376,000 | -25.1% | 3,812 | -20.8% | 0.06% | -22.4% |
| ARCC | Sell | ARES CAPITAL CORP | $377,000 | -12.3% | 22,306 | -7.0% | 0.06% | -9.2% |
| PSX | Sell | PHILLIPS 66 | $367,000 | -2.9% | 4,550 | -1.3% | 0.06% | +1.8% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $368,000 | -9.8% | 11,704 | +8.6% | 0.06% | -6.5% |
| BMAY | Sell | INNOVATOR ETFS TRus eqty bufr mar | $361,000 | -3.5% | 13,153 | -0.2% | 0.06% | +1.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $362,000 | -32.1% | 12,330 | -9.2% | 0.06% | -28.8% |
| PJUL | Buy | INNOVATOR ETFS TRus eqty pwr buf | $360,000 | +73.1% | 12,573 | +77.3% | 0.06% | +83.9% |
| FIW | Sell | FIRST TR EXCHANGE TRADED FDwtr etf | $355,000 | -11.2% | 4,945 | -11.1% | 0.06% | -6.7% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $357,000 | +19.4% | 7,520 | +20.0% | 0.06% | +24.4% |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $358,000 | -16.2% | 14,964 | -4.9% | 0.06% | -12.5% |
| SUB | New | ISHARES TRshrt nat mun etf | $352,000 | – | 3,433 | +100.0% | 0.06% | – |
| AOR | Buy | ISHARES TRgrwt allocat etf | $346,000 | -4.2% | 7,730 | +2.9% | 0.06% | +1.9% |
| AON | Buy | AON PLC | $351,000 | +2.9% | 1,310 | +3.6% | 0.06% | +7.8% |
| MCK | Buy | MCKESSON CORP | $349,000 | +65.4% | 1,027 | +58.7% | 0.06% | +71.9% |
| IBMM | Buy | ISHARES TRibonds dec | $350,000 | -1.4% | 13,726 | +0.5% | 0.06% | +1.9% |
| SBUX | Sell | STARBUCKS CORP | $349,000 | +9.4% | 4,145 | -0.7% | 0.06% | +14.6% |
| DVY | Sell | ISHARES TRselect divid etf | $344,000 | -12.9% | 3,205 | -4.5% | 0.05% | -10.0% |
| F | Sell | FORD MTR CO DEL | $345,000 | -90.6% | 30,780 | -90.7% | 0.05% | -90.2% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $340,000 | -14.6% | 2,679 | -11.7% | 0.05% | -10.0% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $340,000 | -21.3% | 1,196 | -12.6% | 0.05% | -16.9% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $338,000 | -21.9% | 7,020 | -19.2% | 0.05% | -18.5% |
| New | CONSTELLATION ENERGY CORP | $339,000 | – | 4,071 | +100.0% | 0.05% | – | |
| HTD | Buy | HANCOCK JOHN TAXADVANTAGED | $331,000 | -3.2% | 15,770 | +6.0% | 0.05% | 0.0% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $327,000 | +9.7% | 1,425 | +11.6% | 0.05% | +15.6% |
| NIO | Sell | NIO INCspon ads | $332,000 | -32.2% | 21,073 | -6.6% | 0.05% | -29.7% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $323,000 | +46.2% | 3,177 | +43.0% | 0.05% | +54.5% |
| AEO | Sell | AMERICAN EAGLE OUTFITTERS IN | $326,000 | -16.4% | 33,455 | -4.0% | 0.05% | -13.6% |
| FRI | Sell | FIRST TR SP REIT INDEX FD | $322,000 | -13.9% | 13,993 | -3.7% | 0.05% | -8.9% |
| PMAY | INNOVATOR ETFS TRus eqty pwr buf | $324,000 | -1.8% | 12,073 | 0.0% | 0.05% | +2.0% | |
| ALL | Sell | ALLSTATE CORP | $321,000 | -8.5% | 2,579 | -7.0% | 0.05% | -3.8% |
| GMOM | New | CAMBRIA ETF TRglb moment etf | $326,000 | – | 11,501 | +100.0% | 0.05% | – |
| TNDM | TANDEM DIABETES CARE INC | $317,000 | -19.1% | 6,619 | 0.0% | 0.05% | -15.3% | |
| WFC | Sell | WELLS FARGO CO NEW | $316,000 | -2.8% | 7,853 | -5.4% | 0.05% | +2.0% |
| SO | Sell | SOUTHERN CO | $320,000 | -8.8% | 4,713 | -4.4% | 0.05% | -5.7% |
| FPE | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $316,000 | -3.1% | 18,897 | 0.0% | 0.05% | +2.0% | |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $310,000 | +10.3% | 12,422 | +16.7% | 0.05% | +16.7% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $311,000 | -16.4% | 11,067 | -6.4% | 0.05% | -12.5% |
| REET | Sell | ISHARES TRglobal reit etf | $306,000 | -68.6% | 14,404 | -64.3% | 0.05% | -67.3% |
| XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $304,000 | -9.5% | 6,332 | -3.3% | 0.05% | -5.9% |
| POCT | New | INNOVATOR ETFS TRus eqty pwr buf | $305,000 | – | 10,665 | +100.0% | 0.05% | – |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $307,000 | -91.1% | 4,845 | -89.3% | 0.05% | -90.8% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $306,000 | +37.2% | 7,461 | +44.3% | 0.05% | +41.2% |
| GD | Buy | GENERAL DYNAMICS CORP | $303,000 | -0.7% | 1,430 | +3.5% | 0.05% | +4.3% |
| PTY | Sell | PIMCO CORPORATE INCOME OPP | $298,000 | -8.6% | 25,327 | -2.8% | 0.05% | -4.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $295,000 | -10.1% | 5,608 | +0.7% | 0.05% | -4.1% |
| FDT | Buy | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $299,000 | -0.3% | 7,148 | +14.1% | 0.05% | +4.4% |
| WPC | Buy | WP CAREY INC | $301,000 | +10.7% | 4,310 | +31.1% | 0.05% | +14.6% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $293,000 | -8.2% | 4,364 | -1.1% | 0.05% | -4.2% |
| SQ | Buy | BLOCK INCcl a | $292,000 | +1.4% | 5,318 | +13.6% | 0.05% | +7.0% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $290,000 | -2.7% | 12,020 | +10.6% | 0.05% | +2.2% |
| LOW | Buy | LOWES COS INC | $294,000 | +9.7% | 1,564 | +1.8% | 0.05% | +15.0% |
| GNMA | Sell | ISHARES TRgnma bond etf | $292,000 | -13.4% | 6,796 | -8.1% | 0.05% | -9.8% |
| MPLX | Buy | MPLX LP | $285,000 | +34.4% | 9,495 | +30.7% | 0.04% | +40.6% |
| PDI | Buy | PIMCO DYNAMIC INCOME FD | $286,000 | +5.1% | 14,772 | +13.5% | 0.04% | +9.8% |
| IBML | Buy | ISHARES TRibonds dec2023 | $288,000 | -0.7% | 11,414 | +0.2% | 0.04% | +2.3% |
| MOS | Sell | MOSAIC CO NEW | $283,000 | +0.4% | 5,856 | -1.8% | 0.04% | +4.7% |
| DEED | Sell | FIRST TR EXCHNG TRADED FD VItcw securitized | $277,000 | -63.1% | 12,892 | -60.9% | 0.04% | -61.1% |
| GPC | New | GENUINE PARTS CO | $282,000 | – | 1,885 | +100.0% | 0.04% | – |
| HACK | Buy | ETF MANAGERS TRprime cybr scrty | $280,000 | +7.3% | 6,456 | +13.1% | 0.04% | +12.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $276,000 | +18.5% | 3,171 | +25.8% | 0.04% | +25.7% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $279,000 | -8.2% | 3,513 | -1.3% | 0.04% | -4.3% |
| TWLO | Buy | TWILIO INCcl a | $276,000 | +33.3% | 3,997 | +61.9% | 0.04% | +41.9% |
| MLPA | New | GLOBAL X FDSglbl x mlp etf | $272,000 | – | 6,899 | +100.0% | 0.04% | – |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $275,000 | -4.8% | 541 | +1.9% | 0.04% | -2.3% |
| GUNR | Sell | FLEXSHARES TRmornstar upstr | $272,000 | -8.4% | 7,243 | -3.3% | 0.04% | -4.4% |
| FLTB | Buy | FIDELITY MERRIMACK STR TRltd trm bd etf | $272,000 | -1.8% | 5,708 | +0.3% | 0.04% | +2.4% |
| Sell | WARNER BROS DISCOVERY INC | $272,000 | -14.7% | 23,653 | -0.5% | 0.04% | -10.4% | |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $267,000 | +5.5% | 1,902 | +2.1% | 0.04% | +10.5% |
| DG | Sell | DOLLAR GEN CORP NEW | $267,000 | -2.9% | 1,115 | -0.4% | 0.04% | +2.4% |
| Sell | DOUBLELINE ETF TRUSTopportunistic bd | $268,000 | -45.2% | 5,872 | -42.5% | 0.04% | -43.2% | |
| XLC | Sell | SELECT SECTOR SPDR TR | $265,000 | -24.3% | 5,530 | -14.4% | 0.04% | -20.8% |
| RVNU | Sell | DBX ETF TRxtrack mun infra | $262,000 | -13.5% | 11,313 | -7.2% | 0.04% | -10.9% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $260,000 | -47.9% | 10,349 | -41.2% | 0.04% | -45.3% |
| DOW | Buy | DOW INC | $259,000 | +7.9% | 5,893 | +26.9% | 0.04% | +13.9% |
| GLAD | GLADSTONE CAPITAL CORP | $260,000 | -15.9% | 30,582 | 0.0% | 0.04% | -12.8% | |
| AXP | Buy | AMERICAN EXPRESS CO | $253,000 | -2.3% | 1,876 | +0.4% | 0.04% | +2.6% |
| GSIE | Sell | GOLDMAN SACHS ETF TRactivebeta int | $256,000 | -30.8% | 10,346 | -22.4% | 0.04% | -28.6% |
| HYLD | Sell | EXCHANGE LISTED FDS TRhigh yield etf | $251,000 | -8.7% | 9,739 | -5.2% | 0.04% | -2.4% |
| VLO | Sell | VALERO ENERGY CORP | $255,000 | -22.7% | 2,387 | -23.1% | 0.04% | -20.0% |
| IUSB | Sell | ISHARES TRcore total usd | $253,000 | -8.0% | 5,679 | -3.4% | 0.04% | -2.4% |
| FBT | Sell | FIRST TR EXCHANGETRADED FDny arca biotech | $251,000 | -45.9% | 1,902 | -44.4% | 0.04% | -42.9% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $254,000 | +12.4% | 361 | +1.1% | 0.04% | +17.6% |
| OXY | Sell | OCCIDENTAL PETE CORP | $245,000 | -9.9% | 3,992 | -13.6% | 0.04% | -4.9% |
| CME | Buy | CME GROUP INC | $247,000 | -12.1% | 1,394 | +1.5% | 0.04% | -7.1% |
| PFIX | SIMPLIFY EXCHANGE TRADED FUNsimplify interst | $250,000 | +20.8% | 3,671 | 0.0% | 0.04% | +25.8% | |
| FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $246,000 | -26.8% | 4,258 | -21.2% | 0.04% | -23.5% |
| DNP | Buy | DNP SELECT INCOME FD INC | $250,000 | -4.2% | 24,178 | +0.5% | 0.04% | 0.0% |
| IBMO | Buy | ISHARES TRibonds dec 26 | $239,000 | -2.4% | 9,691 | +0.2% | 0.04% | +2.7% |
| JPC | Buy | NUVEEN PFD INCOME OPPORTUN | $242,000 | -3.6% | 34,794 | +6.1% | 0.04% | 0.0% |
| DBA | Sell | INVESCO DB MULTISECTOR COMMagriculture fd | $243,000 | -4.0% | 12,124 | -2.2% | 0.04% | 0.0% |
| LIN | Buy | LINDE PLC | $232,000 | -3.3% | 861 | +3.1% | 0.04% | +2.8% |
| AIG | Sell | AMERICAN INTL GROUP INC | $233,000 | -10.0% | 4,910 | -3.0% | 0.04% | -5.1% |
| SCHW | SCHWAB CHARLES CORP | $234,000 | +14.1% | 3,253 | 0.0% | 0.04% | +19.4% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $236,000 | -5.2% | 2,301 | +1.7% | 0.04% | -2.6% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $236,000 | -14.8% | 4,828 | -4.8% | 0.04% | -11.9% |
| Buy | GENERAL ELECTRIC CO | $232,000 | +11.0% | 3,749 | +14.4% | 0.04% | +15.6% | |
| K | New | KELLOGG CO | $230,000 | – | 3,303 | +100.0% | 0.04% | – |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $231,000 | -3.8% | 19,431 | -0.2% | 0.04% | 0.0% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $229,000 | -21.8% | 487 | -20.4% | 0.04% | -18.2% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $229,000 | +4.6% | 1,267 | +5.4% | 0.04% | +9.1% |
| UHAL | Sell | AMERCO | $222,000 | +6.2% | 435 | -0.7% | 0.04% | +9.4% |
| ET | Buy | ENERGY TRANSFER L P | $223,000 | +47.7% | 20,192 | +33.2% | 0.04% | +52.2% |
| NOCT | New | INNOVATOR ETFS TRgrwt100 pwr buf | $221,000 | – | 6,384 | +100.0% | 0.04% | – |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $225,000 | -19.6% | 12,051 | -9.3% | 0.04% | -16.7% |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $217,000 | -10.0% | 7,306 | +0.1% | 0.03% | -5.6% |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $213,000 | – | 1,351 | +100.0% | 0.03% | – |
| GPMT | Buy | GRANITE PT MTG TR INC | $218,000 | -28.1% | 33,859 | +7.0% | 0.03% | -26.1% |
| HDV | Sell | ISHARES TRcore high dv etf | $213,000 | -17.1% | 2,333 | -8.8% | 0.03% | -12.8% |
| IDXX | Buy | IDEXX LABS INC | $218,000 | -6.0% | 668 | +1.1% | 0.03% | -2.9% |
| SPDN | New | DIREXION SHS ETF TRdly s&p500 br 1x | $218,000 | – | 12,176 | +100.0% | 0.03% | – |
| EFV | Sell | ISHARES TReafe value etf | $218,000 | -26.6% | 5,647 | -17.5% | 0.03% | -24.4% |
| CMI | New | CUMMINS INC | $216,000 | – | 1,062 | +100.0% | 0.03% | – |
| BUFR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $212,000 | -11.7% | 10,177 | -8.9% | 0.03% | -8.3% |
| IBDP | New | ISHARES TRibonds dec24 etf | $210,000 | – | 8,609 | +100.0% | 0.03% | – |
| Buy | PORTILLOS INC | $212,000 | +28.5% | 10,755 | +6.7% | 0.03% | +32.0% | |
| GSUS | Sell | GOLDMAN SACHS ETF TRmarketbeta us eq | $209,000 | -7.5% | 4,284 | -2.5% | 0.03% | -2.9% |
| EFG | New | ISHARES TReafe grwth etf | $207,000 | – | 2,853 | +100.0% | 0.03% | – |
| PRU | Sell | PRUDENTIAL FINL INC | $201,000 | -21.2% | 2,342 | -12.0% | 0.03% | -15.8% |
| TWTR | New | TWITTER INC | $202,000 | – | 4,610 | +100.0% | 0.03% | – |
| EXPE | Sell | EXPEDIA GROUP INC | $201,000 | -1.0% | 2,142 | -0.1% | 0.03% | +3.2% |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $204,000 | – | 901 | +100.0% | 0.03% | – |
| APAM | ARTISAN PARTNERS ASSET MGMTcl a | $201,000 | -24.2% | 7,450 | 0.0% | 0.03% | -20.0% | |
| HSY | New | HERSHEY CO | $205,000 | – | 931 | +100.0% | 0.03% | – |
| AB | New | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $202,000 | – | 5,755 | +100.0% | 0.03% | – |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $186,000 | – | 10,994 | +100.0% | 0.03% | – |
| SENS | Buy | SENSEONICS HLDGS INC | $167,000 | +28.5% | 126,880 | +0.8% | 0.03% | +30.0% |
| DMB | Buy | BNY MELLON MUN BD INFRASTRUC | $167,000 | -11.2% | 14,604 | +0.9% | 0.03% | -7.1% |
| ETG | Sell | EATON VANCE TX ADV GLBL DIV | $156,000 | -7.7% | 10,341 | -1.5% | 0.02% | -3.8% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $158,000 | -6.0% | 11,967 | -14.3% | 0.02% | 0.0% |
| DX | Buy | DYNEX CAP INC | $143,000 | -24.7% | 12,253 | +2.4% | 0.02% | -20.7% |
| AROC | Buy | ARCHROCK INC | $148,000 | -16.9% | 23,000 | +7.0% | 0.02% | -14.8% |
| Sell | ROBINHOOD MKTS INC | $146,000 | -91.8% | 14,447 | -93.4% | 0.02% | -91.5% | |
| ORCC | OWL ROCK CAPITAL CORPORATION | $130,000 | -16.1% | 12,580 | 0.0% | 0.02% | -8.7% | |
| CANO | Sell | CANO HEALTH INC | $121,000 | +26.0% | 14,000 | -36.4% | 0.02% | +35.7% |
| PSLV | Sell | SPROTT PHYSICAL SILVER TRtr unit | $112,000 | -16.4% | 16,952 | -12.6% | 0.02% | -10.0% |
| PSEC | New | PROSPECT CAP CORP | $106,000 | – | 17,100 | +100.0% | 0.02% | – |
| WEAT | Sell | TEUCRIUM COMMODITY TRwheat fd | $110,000 | 0.0% | 12,042 | -0.7% | 0.02% | 0.0% |
| SNAP | New | SNAP INCcl a | $98,000 | – | 10,005 | +100.0% | 0.02% | – |
| New | CION INVT CORP | $91,000 | – | 10,690 | +100.0% | 0.01% | – | |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $87,000 | – | 10,715 | +100.0% | 0.01% | – |
| WSR | Buy | WHITESTONE REIT | $85,000 | -21.3% | 10,015 | +0.2% | 0.01% | -18.8% |
| Buy | JOBY AVIATION INC | $75,000 | +27.1% | 17,347 | +45.2% | 0.01% | +33.3% | |
| DBD | DIEBOLD NIXDORF INC | $76,000 | +7.0% | 31,250 | 0.0% | 0.01% | +9.1% | |
| JPS | Buy | NUVEEN PFD INCOME SECS FD | $77,000 | -8.3% | 11,689 | +1.3% | 0.01% | -7.7% |
| VXRT | Sell | VAXART INC | $66,000 | -46.3% | 30,491 | -13.3% | 0.01% | -47.4% |
| YELL | YELLOW CORP | $53,000 | +71.0% | 10,500 | 0.0% | 0.01% | +60.0% | |
| MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $52,000 | -22.4% | 11,338 | -1.8% | 0.01% | -20.0% |
| TIZIANA LIFE SCIENCES LTD | $44,000 | +4.8% | 56,900 | 0.0% | 0.01% | +16.7% | ||
| OPK | OPKO HEALTH INC | $46,000 | -24.6% | 24,175 | 0.0% | 0.01% | -22.2% | |
| ZEV | LIGHTNING EMOTORS INC | $41,000 | -43.8% | 26,290 | 0.0% | 0.01% | -45.5% | |
| RIG | Buy | TRANSOCEAN LTD | $29,000 | -19.4% | 11,700 | +9.3% | 0.01% | 0.0% |
| BMTXWS | BM TECHNOLOGIES INC*w exp 01/04/202 | $19,000 | +58.3% | 25,750 | 0.0% | 0.00% | +50.0% | |
| ZEV | Buy | LIGHTNING EMOTORS INCcall | $13,000 | -27.8% | 60,500 | +42.4% | 0.00% | -33.3% |
| AMRN | New | AMARIN CORP PLCspons adr new | $11,000 | – | 10,500 | +100.0% | 0.00% | – |
| SABR | SABRE CORPcall | $10,000 | -44.4% | 10,000 | 0.0% | 0.00% | -33.3% | |
| ZEVWS | LIGHTNING EMOTORS INC*w exp 05/18/202 | $13,000 | -51.9% | 63,603 | 0.0% | 0.00% | -50.0% | |
| New | LIVEWIRE GROUP INC*w exp 09/26/202 | $5,000 | – | 14,000 | +100.0% | 0.00% | – | |
| ACRX | Buy | ACELRX PHARMACEUTICALS INC | $5,000 | +25.0% | 26,000 | +62.5% | 0.00% | 0.0% |
| RMO | ROMEO POWER INC | $7,000 | 0.0% | 16,500 | 0.0% | 0.00% | 0.0% | |
| GOCO | GOHEALTH INC | $4,000 | -42.9% | 12,400 | 0.0% | 0.00% | 0.0% | |
| XELA | Exit | EXELA TECHNOLOGIES INC | $0 | – | -12,935 | -100.0% | 0.00% | – |
| TRVN | TREVENA INC | $2,000 | -50.0% | 10,000 | 0.0% | 0.00% | -100.0% | |
| MNMD | Exit | MIND MEDICINE MINDMED INC | $0 | – | -11,070 | -100.0% | -0.00% | – |
| UBER | Exit | UBER TECHNOLOGIES INCcall | $0 | – | -10,000 | -100.0% | -0.00% | – |
| SNDL | Exit | SUNDIAL GROWERS INC | $0 | – | -30,996 | -100.0% | -0.00% | – |
| OIA | Exit | INVESCO MUNI INCOME OPP TRST | $0 | – | -14,989 | -100.0% | -0.02% | – |
| THW | Exit | TEKLA WORLD HEALTHCARE FD | $0 | – | -11,383 | -100.0% | -0.02% | – |
| IGRO | Exit | ISHARES TRintl div grwth | $0 | – | -3,575 | -100.0% | -0.03% | – |
| INFL | Exit | LISTED FD TRhorizon kinetics | $0 | – | -7,101 | -100.0% | -0.03% | – |
| BDX | Exit | BECTON DICKINSON CO | $0 | – | -871 | -100.0% | -0.03% | – |
| BEP | Exit | BROOKFIELD RENEWABLE PARTNERpartnership unit | $0 | – | -6,066 | -100.0% | -0.03% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -3,331 | -100.0% | -0.03% | – |
| PCEF | Exit | INVESCO EXCH TRADED FD TR II | $0 | – | -11,402 | -100.0% | -0.03% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -2,789 | -100.0% | -0.03% | – |
| ALLY | Exit | ALLY FINL INC | $0 | – | -6,668 | -100.0% | -0.03% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -7,227 | -100.0% | -0.04% | – |
| BXMT | Exit | BLACKSTONE MTG TR INC | $0 | – | -8,440 | -100.0% | -0.04% | – |
| LTPZ | Exit | PIMCO ETF TR15+ yr us tips | $0 | – | -3,558 | -100.0% | -0.04% | – |
| ACWX | Exit | ISHARES TRmsci acwi ex us | $0 | – | -5,363 | -100.0% | -0.04% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -1,675 | -100.0% | -0.04% | – |
| JD | Exit | JD.COM INCspon adr cl a | $0 | – | -3,850 | -100.0% | -0.04% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -1,642 | -100.0% | -0.04% | – |
| IMTB | Exit | ISHARES TRcr 5 10 yr etf | $0 | – | -5,892 | -100.0% | -0.04% | – |
| SPIP | Exit | SPDR SER TRportfli tips etf | $0 | – | -10,028 | -100.0% | -0.04% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -1,231 | -100.0% | -0.04% | – |
| IBMK | Exit | ISHARES TRibonds dec2022 | $0 | – | -11,086 | -100.0% | -0.04% | – |
| KSS | Exit | KOHLS CORP | $0 | – | -8,380 | -100.0% | -0.04% | – |
| HTA | Exit | HEALTHCARE TR AMER INCcl a new | $0 | – | -27,219 | -100.0% | -0.12% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sh | $0 | – | -17,326 | -100.0% | -0.12% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -27,691 | -100.0% | -0.20% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -59,478 | -100.0% | -0.42% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -101,914 | -100.0% | -0.48% | – |
| IPO | Exit | RENAISSANCE CAP GREENWICH FDipo etf | $0 | – | -203,587 | -100.0% | -0.92% | – |
| EMQQ | Exit | EXCHANGE TRADED CONCEPTS TRemqq em intern | $0 | – | -217,792 | -100.0% | -1.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 32 | Q3 2023 | 3.1% |
| CATERPILLAR INC DEL | 32 | Q3 2023 | 3.5% |
| VANGUARD INTL EQUITY INDEX F | 32 | Q3 2023 | 6.2% |
| VANGUARD INDEX FDS | 32 | Q3 2023 | 5.9% |
| SPDR SP 500 ETF TR | 32 | Q3 2023 | 3.9% |
| ISHARES TR | 32 | Q3 2023 | 2.3% |
| MICROSOFT CORP | 32 | Q3 2023 | 1.9% |
| ATT INC | 32 | Q3 2023 | 1.6% |
| VANGUARD TAXMANAGED INTL FD | 32 | Q3 2023 | 1.7% |
| AMAZON COM INC | 32 | Q3 2023 | 1.7% |
View Ausdal Financial Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-08 |
View Ausdal Financial Partners, Inc.'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.