$642 Million is the total value of INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's 815 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 26.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CCOR | Buy | LISTED FD TRcore alt fd | $100,287,000 | +16.8% | 3,218,453 | +11.1% | 15.62% | +13.7% |
IEFA | Sell | ISHARES TRcore msci eafe | $34,495,000 | -0.7% | 462,148 | -1.2% | 5.37% | -3.3% |
VOO | Buy | VANGUARD INDEX FDS | $31,845,000 | +18.5% | 72,944 | +7.0% | 4.96% | +15.3% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $28,299,000 | +6.8% | 59,581 | -3.5% | 4.41% | +4.0% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $24,203,000 | +5.1% | 215,885 | -3.1% | 3.77% | +2.3% |
IVV | Sell | ISHARES TRcore s&p500 etf | $15,972,000 | +1.0% | 33,485 | -8.8% | 2.49% | -1.7% |
IWM | Sell | ISHARES TRrussell 2000 etf | $14,519,000 | -2.5% | 65,271 | -4.1% | 2.26% | -5.1% |
IEMG | Sell | ISHARES INCcore msci emkt | $13,113,000 | -3.9% | 219,054 | -0.8% | 2.04% | -6.4% |
GLD | Sell | SPDR GOLD TR | $11,466,000 | -0.0% | 67,070 | -4.0% | 1.79% | -2.7% |
IYR | Sell | ISHARES TRu.s. real es etf | $10,873,000 | +1.9% | 93,620 | -10.1% | 1.69% | -0.8% |
EFA | Sell | ISHARES TRmsci eafe etf | $10,592,000 | -4.7% | 134,627 | -5.5% | 1.65% | -7.3% |
AAPL | Sell | APPLE INC | $9,087,000 | +10.2% | 51,175 | -12.2% | 1.42% | +7.3% |
IDV | Sell | ISHARES TRintl sel div etf | $7,078,000 | -0.3% | 227,001 | -2.8% | 1.10% | -3.0% |
MSFT | Sell | MICROSOFT CORP | $6,627,000 | +2.3% | 19,704 | -14.2% | 1.03% | -0.4% |
JPM | Buy | JPMORGAN CHASE & CO | $5,793,000 | -2.9% | 36,585 | +0.4% | 0.90% | -5.5% |
XOM | Buy | EXXON MOBIL CORP | $5,720,000 | +5.1% | 93,487 | +1.1% | 0.89% | +2.4% |
WFC | Sell | WELLS FARGO CO NEW | $5,656,000 | +0.1% | 117,872 | -3.1% | 0.88% | -2.5% |
ACN | Sell | ACCENTURE PLC IRELAND | $5,572,000 | +7.7% | 13,441 | -16.9% | 0.87% | +4.8% |
JNJ | Sell | JOHNSON & JOHNSON | $5,384,000 | +3.8% | 31,475 | -2.0% | 0.84% | +1.1% |
SBUX | Buy | STARBUCKS CORP | $5,245,000 | +8.5% | 44,838 | +2.3% | 0.82% | +5.7% |
ANTM | Sell | ANTHEM INC | $5,123,000 | +11.2% | 11,052 | -10.5% | 0.80% | +8.3% |
AMGN | Buy | AMGEN INC | $5,085,000 | +13.3% | 22,605 | +7.1% | 0.79% | +10.3% |
ABT | Sell | ABBOTT LABS | $5,011,000 | -0.9% | 35,605 | -16.8% | 0.78% | -3.6% |
NEE | Sell | NEXTERA ENERGY INC | $4,945,000 | +6.5% | 52,967 | -10.5% | 0.77% | +3.6% |
MRK | Buy | MERCK & CO INC | $4,834,000 | +5.5% | 63,076 | +3.4% | 0.75% | +2.7% |
MCD | Sell | MCDONALDS CORP | $4,836,000 | +3.4% | 18,039 | -7.0% | 0.75% | +0.7% |
APD | Sell | AIR PRODS & CHEMS INC | $4,797,000 | +16.1% | 15,767 | -2.2% | 0.75% | +13.0% |
INTC | Buy | INTEL CORP | $4,786,000 | +5.3% | 92,931 | +8.9% | 0.74% | +2.5% |
UNH | Sell | UNITEDHEALTH GROUP INC | $4,691,000 | +9.1% | 9,342 | -15.1% | 0.73% | +6.2% |
SO | Sell | SOUTHERN CO | $4,672,000 | +6.8% | 68,118 | -3.5% | 0.73% | +4.0% |
PG | Sell | PROCTER AND GAMBLE CO | $4,647,000 | +4.2% | 28,408 | -11.0% | 0.72% | +1.4% |
BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $4,609,000 | +4.0% | 25,211 | -5.2% | 0.72% | +1.3% |
CSCO | Sell | CISCO SYS INC | $4,594,000 | +3.9% | 72,496 | -10.7% | 0.72% | +1.3% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $4,456,000 | +3.1% | 51,778 | +2.9% | 0.69% | +0.3% |
MMM | Buy | 3M CO | $4,425,000 | +8.4% | 24,913 | +7.1% | 0.69% | +5.5% |
LMT | Buy | LOCKHEED MARTIN CORP | $4,402,000 | +11.3% | 12,385 | +8.1% | 0.69% | +8.4% |
DEO | Sell | DIAGEO PLCspon adr new | $4,286,000 | +4.7% | 19,469 | -8.2% | 0.67% | +2.0% |
CVX | Sell | CHEVRON CORP NEW | $4,258,000 | +6.8% | 36,284 | -7.7% | 0.66% | +3.9% |
WM | Sell | WASTE MGMT INC DEL | $4,252,000 | +2.4% | 25,478 | -8.3% | 0.66% | -0.3% |
MS | Sell | MORGAN STANLEY | $4,178,000 | -3.1% | 42,562 | -4.0% | 0.65% | -5.7% |
PEP | Sell | PEPSICO INC | $4,171,000 | +5.4% | 24,012 | -8.7% | 0.65% | +2.7% |
PAYX | Sell | PAYCHEX INC | $4,173,000 | +3.8% | 30,573 | -14.5% | 0.65% | +1.1% |
GPC | Sell | GENUINE PARTS CO | $4,152,000 | +9.9% | 29,612 | -5.0% | 0.65% | +7.1% |
DVYE | Sell | ISHARES INCem mkts div etf | $4,143,000 | -4.1% | 107,598 | -3.1% | 0.64% | -6.7% |
ORCL | Sell | ORACLE CORP | $4,130,000 | -1.5% | 47,354 | -1.6% | 0.64% | -4.2% |
LLY | Sell | LILLY ELI & CO | $4,117,000 | +7.4% | 14,906 | -10.1% | 0.64% | +4.6% |
USB | Sell | US BANCORP DEL | $4,076,000 | -6.2% | 72,558 | -0.8% | 0.64% | -8.6% |
TXN | Buy | TEXAS INSTRS INC | $4,073,000 | +1.1% | 21,613 | +3.1% | 0.63% | -1.7% |
FDS | Sell | FACTSET RESH SYS INC | $4,030,000 | -6.4% | 8,293 | -24.0% | 0.63% | -8.9% |
CME | Sell | CME GROUP INC | $4,024,000 | +11.7% | 17,612 | -5.5% | 0.63% | +8.9% |
AFL | Sell | AFLAC INC | $4,018,000 | +6.5% | 68,808 | -4.9% | 0.63% | +3.8% |
EMR | Buy | EMERSON ELEC CO | $3,997,000 | +5.5% | 42,997 | +7.0% | 0.62% | +2.8% |
NSC | Sell | NORFOLK SOUTHN CORP | $3,964,000 | +18.2% | 13,314 | -5.0% | 0.62% | +14.9% |
SYY | Buy | SYSCO CORP | $3,964,000 | +1.1% | 50,459 | +1.0% | 0.62% | -1.6% |
KMB | Sell | KIMBERLY-CLARK CORP | $3,952,000 | +7.7% | 27,651 | -0.2% | 0.62% | +4.9% |
T | Buy | AT&T INC | $3,938,000 | +4.5% | 160,084 | +14.7% | 0.61% | +1.7% |
DG | Sell | DOLLAR GEN CORP NEW | $3,933,000 | +9.3% | 16,678 | -1.7% | 0.61% | +6.4% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $3,913,000 | +3.1% | 18,349 | +6.4% | 0.61% | +0.3% |
VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $3,833,000 | -5.3% | 20,959 | -5.6% | 0.60% | -7.9% |
SPY | Sell | SPDR S&P 500 ETF TRput | $3,707,000 | -27.7% | 391,600 | -9.2% | 0.58% | -29.6% |
WMT | Buy | WALMART INC | $3,591,000 | +7.3% | 24,818 | +3.4% | 0.56% | +4.5% |
OXY | Buy | OCCIDENTAL PETE CORP | $3,575,000 | +2.1% | 123,326 | +4.2% | 0.56% | -0.5% |
ITW | Sell | ILLINOIS TOOL WKS INC | $3,396,000 | +14.8% | 13,762 | -3.8% | 0.53% | +11.8% |
EL | Sell | LAUDER ESTEE COS INCcl a | $3,357,000 | +14.5% | 9,068 | -7.2% | 0.52% | +11.5% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $3,349,000 | +9.7% | 14,818 | +6.2% | 0.52% | +7.0% |
TIP | Buy | ISHARES TRtips bd etf | $3,308,000 | +15.5% | 25,606 | +14.1% | 0.52% | +12.4% |
PAA | Buy | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $3,302,000 | -7.0% | 353,514 | +1.3% | 0.51% | -9.5% |
GS | Buy | GOLDMAN SACHS GROUP INC | $3,171,000 | +2.8% | 8,289 | +1.6% | 0.49% | +0.2% |
VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $2,701,000 | +118.9% | 8,953 | +93.4% | 0.42% | +113.7% |
SUSA | Sell | ISHARES TRmsci usa esg slc | $2,682,000 | +7.7% | 25,239 | -2.7% | 0.42% | +5.0% |
WK | WORKIVA INC | $2,477,000 | -7.4% | 18,983 | 0.0% | 0.39% | -9.8% | |
AGG | Sell | ISHARES TRcore us aggbd et | $2,358,000 | -2.5% | 20,674 | -1.8% | 0.37% | -5.2% |
NKE | Buy | NIKE INCcl b | $2,157,000 | +17.5% | 12,942 | +2.4% | 0.34% | +14.3% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,104,000 | +4.6% | 5,290 | -5.9% | 0.33% | +1.9% |
ACWI | ISHARES TRmsci acwi etf | $1,876,000 | +5.9% | 17,734 | 0.0% | 0.29% | +3.2% | |
MA | MASTERCARD INCORPORATEDcl a | $1,877,000 | +3.4% | 5,223 | 0.0% | 0.29% | +0.3% | |
STIP | Sell | ISHARES TR0-5 yr tips etf | $1,868,000 | -7.9% | 17,647 | -8.2% | 0.29% | -10.5% |
IUSB | Sell | ISHARES TRcore total usd | $1,771,000 | -3.6% | 33,455 | -3.0% | 0.28% | -6.1% |
AMZN | Sell | AMAZON COM INC | $1,727,000 | -13.7% | 518 | -14.9% | 0.27% | -15.9% |
EZM | Buy | WISDOMTREE TRus midcap fund | $1,708,000 | +16.0% | 30,341 | +7.2% | 0.27% | +13.2% |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $1,663,000 | -4.0% | 20,579 | -2.7% | 0.26% | -6.5% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,574,000 | -0.8% | 10,696 | -8.8% | 0.24% | -3.5% |
BLK | BLACKROCK INC | $1,446,000 | +9.2% | 1,579 | 0.0% | 0.22% | +6.1% | |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,442,000 | +2.5% | 65,665 | +1.0% | 0.22% | 0.0% |
NTES | NETEASE INCsponsored ads | $1,440,000 | +19.2% | 14,150 | 0.0% | 0.22% | +16.1% | |
ISRG | Buy | INTUITIVE SURGICAL INC | $1,329,000 | +11.4% | 3,700 | +208.3% | 0.21% | +8.4% |
USRT | Sell | ISHARES TRcre u s reit etf | $1,181,000 | -11.3% | 17,469 | -23.1% | 0.18% | -13.6% |
ESGU | Buy | ISHARES TResg awr msci usa | $1,172,000 | +10.4% | 10,865 | +0.7% | 0.18% | +7.6% |
GOOG | Sell | ALPHABET INCcap stk cl c | $1,169,000 | -13.5% | 404 | -20.3% | 0.18% | -15.7% |
AVGO | Sell | BROADCOM INC | $1,123,000 | +7.3% | 1,688 | -21.8% | 0.18% | +4.2% |
MO | Sell | ALTRIA GROUP INC | $1,121,000 | 0.0% | 23,651 | -3.9% | 0.18% | -2.2% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $1,093,000 | -1.3% | 21,044 | +2.7% | 0.17% | -4.0% |
ET | Buy | ENERGY TRANSFER L P | $1,085,000 | +6.6% | 131,854 | +24.1% | 0.17% | +3.7% |
MASI | MASIMO CORP | $1,069,000 | +8.2% | 3,650 | 0.0% | 0.17% | +5.1% | |
FB | Sell | META PLATFORMS INCcl a | $1,061,000 | -2.1% | 3,153 | -1.3% | 0.16% | -4.6% |
NOC | Buy | NORTHROP GRUMMAN CORP | $1,054,000 | +7.8% | 2,724 | +0.3% | 0.16% | +5.1% |
IAGG | Buy | ISHARES TRcore intl aggr | $1,033,000 | -0.6% | 18,938 | +0.3% | 0.16% | -3.0% |
COF | CAPITAL ONE FINL CORP | $952,000 | -10.4% | 6,562 | 0.0% | 0.15% | -12.9% | |
TSLA | Sell | TESLA INC | $937,000 | -0.7% | 887 | -27.1% | 0.15% | -3.3% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $918,000 | +5.9% | 3,071 | -3.3% | 0.14% | +2.9% |
PFE | Sell | PFIZER INC | $905,000 | +27.6% | 15,322 | -7.0% | 0.14% | +24.8% |
MPLX | Buy | MPLX LP | $889,000 | +4.0% | 30,053 | +0.1% | 0.14% | +0.7% |
PM | Buy | PHILIP MORRIS INTL INC | $882,000 | +0.3% | 9,289 | +0.1% | 0.14% | -2.8% |
XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $756,000 | 0.0% | 14,593 | -14.2% | 0.12% | -2.5% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $760,000 | -12.8% | 2,367 | -21.2% | 0.12% | -15.7% |
CQP | CHENIERE ENERGY PARTNERS LP | $702,000 | +3.8% | 16,613 | 0.0% | 0.11% | +0.9% | |
MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $674,000 | -0.4% | 14,516 | -2.2% | 0.10% | -2.8% |
OKE | ONEOK INC NEW | $672,000 | +1.4% | 11,440 | 0.0% | 0.10% | -0.9% | |
DCP | Buy | DCP MIDSTREAM LP | $661,000 | +4.3% | 24,068 | +7.2% | 0.10% | +2.0% |
IJR | Sell | ISHARES TRcore s&p scp etf | $644,000 | -37.1% | 5,620 | -40.1% | 0.10% | -39.0% |
ESGD | Buy | ISHARES TResg aw msci eafe | $620,000 | +2.5% | 7,803 | +1.0% | 0.10% | 0.0% |
New | SAB BIOTHERAPEUTICS INC | $610,000 | – | 78,115 | +100.0% | 0.10% | – | |
TRGP | TARGA RES CORP | $610,000 | +6.3% | 11,673 | 0.0% | 0.10% | +3.3% | |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $576,000 | +8.7% | 2,386 | +0.0% | 0.09% | +5.9% |
WES | WESTERN MIDSTREAM PARTNERS L | $561,000 | +6.2% | 25,202 | 0.0% | 0.09% | +3.6% | |
XHB | Buy | SPDR SER TRs&p homebuild | $476,000 | +34.8% | 5,553 | +12.7% | 0.07% | +32.1% |
VO | VANGUARD INDEX FDSmid cap etf | $468,000 | +7.6% | 1,838 | 0.0% | 0.07% | +4.3% | |
KMI | KINDER MORGAN INC DEL | $459,000 | -5.2% | 28,935 | 0.0% | 0.07% | -7.8% | |
SUSB | Buy | ISHARES TResg awre 1 5 yr | $456,000 | +1.6% | 17,767 | +2.9% | 0.07% | -1.4% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $456,000 | +16.3% | 8,209 | +9.2% | 0.07% | +12.7% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $451,000 | +9.7% | 1 | 0.0% | 0.07% | +6.1% | |
NEP | NEXTERA ENERGY PARTNERS LP | $436,000 | +12.1% | 5,168 | 0.0% | 0.07% | +9.7% | |
IUSG | ISHARES TRcore s&p us gwt | $432,000 | +12.8% | 3,739 | 0.0% | 0.07% | +9.8% | |
ESML | Buy | ISHARES TResg aware msci | $405,000 | +4.1% | 10,038 | +0.6% | 0.06% | +1.6% |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $407,000 | -26.3% | 2,503 | -32.1% | 0.06% | -28.4% |
WMB | WILLIAMS COS INC | $393,000 | +0.5% | 15,085 | 0.0% | 0.06% | -3.2% | |
PSX | PHILLIPS 66 | $380,000 | +3.5% | 5,241 | 0.0% | 0.06% | 0.0% | |
DHR | Sell | DANAHER CORPORATION | $370,000 | +7.9% | 1,124 | -0.2% | 0.06% | +5.5% |
IVW | ISHARES TRs&p 500 grwt etf | $354,000 | +13.1% | 4,231 | 0.0% | 0.06% | +10.0% | |
SDY | Buy | SPDR SER TRs&p divid etf | $347,000 | +10.2% | 2,686 | +0.2% | 0.05% | +8.0% |
CARR | CARRIER GLOBAL CORPORATION | $347,000 | +4.8% | 6,391 | 0.0% | 0.05% | +1.9% | |
NS | NUSTAR ENERGY LP | $342,000 | +0.9% | 21,565 | 0.0% | 0.05% | -1.9% | |
DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $332,000 | -2.1% | 913 | -8.9% | 0.05% | -3.7% |
FOCS | Sell | FOCUS FINL PARTNERS INC | $329,000 | -2.9% | 5,514 | -14.7% | 0.05% | -5.6% |
CRBN | Buy | ISHARES TRmsci lw crb tg | $314,000 | +7.5% | 1,803 | +1.3% | 0.05% | +4.3% |
HRI | HERC HLDGS INC | $313,000 | -4.3% | 2,000 | 0.0% | 0.05% | -5.8% | |
IWB | ISHARES TRrus 1000 etf | $306,000 | +9.7% | 1,156 | 0.0% | 0.05% | +6.7% | |
TEL | TE CONNECTIVITY LTD | $303,000 | +17.4% | 1,879 | 0.0% | 0.05% | +14.6% | |
AMAT | APPLIED MATLS INC | $288,000 | +22.0% | 1,830 | 0.0% | 0.04% | +18.4% | |
OTIS | OTIS WORLDWIDE CORP | $283,000 | +5.6% | 3,255 | 0.0% | 0.04% | +2.3% | |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $272,000 | -15.0% | 3,206 | -14.3% | 0.04% | -17.6% |
ABBV | Sell | ABBVIE INC | $256,000 | +23.1% | 1,890 | -2.0% | 0.04% | +21.2% |
NVDA | Sell | NVIDIA CORPORATION | $256,000 | -63.6% | 871 | -74.4% | 0.04% | -64.6% |
FCX | Sell | FREEPORT-MCMORAN INCcl b | $249,000 | -0.8% | 5,962 | -22.6% | 0.04% | -2.5% |
DIS | Sell | DISNEY WALT CO | $238,000 | -35.5% | 1,534 | -29.6% | 0.04% | -37.3% |
UNP | Sell | UNION PAC CORP | $238,000 | +19.0% | 945 | -7.6% | 0.04% | +15.6% |
CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $236,000 | -2.9% | 8,565 | 0.0% | 0.04% | -5.1% | |
DUK | DUKE ENERGY CORP NEW | $228,000 | +7.5% | 2,169 | 0.0% | 0.04% | +5.9% | |
MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $229,000 | – | 442 | +100.0% | 0.04% | – |
ETRN | EQUITRANS MIDSTREAM CORP | $234,000 | +1.7% | 22,669 | 0.0% | 0.04% | -2.7% | |
CAT | Buy | CATERPILLAR INC | $224,000 | +8.2% | 1,083 | +0.5% | 0.04% | +6.1% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $227,000 | +10.7% | 2,316 | +0.0% | 0.04% | +6.1% |
XEL | Buy | XCEL ENERGY INC | $224,000 | +8.7% | 3,310 | +0.6% | 0.04% | +6.1% |
V | Sell | VISA INC | $218,000 | -24.0% | 1,008 | -21.9% | 0.03% | -26.1% |
UBER | Sell | UBER TECHNOLOGIES INC | $217,000 | -31.3% | 5,171 | -26.8% | 0.03% | -33.3% |
FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $208,000 | -4.6% | 920 | -0.3% | 0.03% | -8.6% |
CMCSA | Sell | COMCAST CORP NEWcl a | $197,000 | -16.5% | 3,908 | -7.3% | 0.03% | -18.4% |
IBTX | INDEPENDENT BANK GROUP INC | $201,000 | +2.0% | 2,779 | 0.0% | 0.03% | -3.1% | |
MMU | Buy | WESTERN ASSET MANAGED MUNS F | $201,000 | -1.5% | 15,334 | +0.1% | 0.03% | -6.1% |
HD | Sell | HOME DEPOT INC | $193,000 | -22.2% | 466 | -38.3% | 0.03% | -25.0% |
VOT | VANGUARD INDEX FDSmcap gr idxvip | $183,000 | +7.6% | 720 | 0.0% | 0.03% | +7.4% | |
JCI | Sell | JOHNSON CTLS INTL PLC | $180,000 | +12.5% | 2,214 | -5.9% | 0.03% | +7.7% |
PSXP | PHILLIPS 66 PARTNERS LP | $182,000 | +0.6% | 5,050 | 0.0% | 0.03% | -3.4% | |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $172,000 | -0.6% | 303 | +0.7% | 0.03% | -3.6% |
EW | EDWARDS LIFESCIENCES CORP | $175,000 | +14.4% | 1,350 | 0.0% | 0.03% | +12.5% | |
STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $164,000 | +25.2% | 1,454 | -8.1% | 0.03% | +23.8% |
OTTR | OTTER TAIL CORP | $166,000 | +27.7% | 2,328 | 0.0% | 0.03% | +23.8% | |
XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $165,000 | -61.4% | 1,555 | -64.4% | 0.03% | -61.8% |
GOOGL | ALPHABET INCcap stk cl a | $165,000 | +8.6% | 57 | 0.0% | 0.03% | +8.3% | |
MDT | Sell | MEDTRONIC PLC | $169,000 | -63.6% | 1,635 | -55.8% | 0.03% | -64.9% |
CRM | Buy | SALESFORCE COM INC | $162,000 | -5.3% | 636 | +0.8% | 0.02% | -7.4% |
IJT | ISHARES TRs&p sml 600 gwt | $163,000 | +7.2% | 1,172 | 0.0% | 0.02% | +4.2% | |
LUMN | LUMEN TECHNOLOGIES INC | $160,000 | +1.3% | 12,778 | 0.0% | 0.02% | 0.0% | |
MXI | Sell | ISHARES TRglobal mater etf | $158,000 | -2.5% | 1,742 | -8.3% | 0.02% | -3.8% |
RLY | SSGA ACTIVE ETF TRmult ass rlrtn | $153,000 | -5.6% | 5,671 | 0.0% | 0.02% | -7.7% | |
F | Buy | FORD MTR CO DEL | $153,000 | +48.5% | 7,362 | +1.1% | 0.02% | +50.0% |
LKQ | Buy | LKQ CORP | $145,000 | +19.8% | 2,417 | +0.5% | 0.02% | +21.1% |
DOV | DOVER CORP | $145,000 | +16.9% | 800 | 0.0% | 0.02% | +15.0% | |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $140,000 | -5.4% | 1,046 | -2.0% | 0.02% | -8.3% |
VHT | VANGUARD WORLD FDShealth car etf | $135,000 | +7.1% | 508 | 0.0% | 0.02% | +5.0% | |
KO | Buy | COCA COLA CO | $136,000 | +13.3% | 2,295 | +0.6% | 0.02% | +10.5% |
VRTX | VERTEX PHARMACEUTICALS INC | $136,000 | +21.4% | 619 | 0.0% | 0.02% | +16.7% | |
VLY | Buy | VALLEY NATL BANCORP | $129,000 | +4.9% | 9,354 | +0.8% | 0.02% | 0.0% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $129,000 | 0.0% | 977 | +0.8% | 0.02% | -4.8% |
VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $129,000 | +0.8% | 2,529 | 0.0% | 0.02% | 0.0% | |
MGC | VANGUARD WORLD FDmega cap index | $129,000 | +10.3% | 766 | 0.0% | 0.02% | +5.3% | |
AVNW | AVIAT NETWORKS INC | $128,000 | -2.3% | 4,000 | 0.0% | 0.02% | -4.8% | |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $121,000 | +92.1% | 1,017 | +140.4% | 0.02% | +90.0% |
PYPL | Buy | PAYPAL HLDGS INC | $119,000 | +12.3% | 632 | +55.3% | 0.02% | +11.8% |
PWV | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $122,000 | +9.9% | 2,500 | 0.0% | 0.02% | +5.6% | |
VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $116,000 | +11.5% | 677 | 0.0% | 0.02% | +5.9% | |
BIIB | Sell | BIOGEN INC | $113,000 | -27.1% | 471 | -13.7% | 0.02% | -28.0% |
ADSK | AUTODESK INC | $114,000 | -1.7% | 407 | 0.0% | 0.02% | -5.3% | |
TAN | Buy | INVESCO EXCH TRADED FD TR IIsolar etf | $113,000 | +61.4% | 1,467 | +67.3% | 0.02% | +63.6% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $116,000 | +1.8% | 540 | -13.5% | 0.02% | 0.0% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $116,000 | -22.1% | 174 | -33.1% | 0.02% | -25.0% |
WHR | Buy | WHIRLPOOL CORP | $111,000 | +44.2% | 473 | +25.1% | 0.02% | +41.7% |
GILD | Sell | GILEAD SCIENCES INC | $112,000 | +3.7% | 1,539 | -0.3% | 0.02% | 0.0% |
NTAP | NETAPP INC | $110,000 | +2.8% | 1,196 | 0.0% | 0.02% | 0.0% | |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $111,000 | +4.7% | 1,788 | +0.2% | 0.02% | 0.0% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $111,000 | +12.1% | 1,673 | -1.3% | 0.02% | +6.2% |
WPC | WP CAREY INC | $108,000 | +12.5% | 1,319 | 0.0% | 0.02% | +13.3% | |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $102,000 | +6.2% | 702 | -4.1% | 0.02% | +6.7% |
LNG | Buy | CHENIERE ENERGY INC | $104,000 | +4.0% | 1,023 | +0.3% | 0.02% | 0.0% |
ZTS | Sell | ZOETIS INCcl a | $103,000 | +21.2% | 423 | -3.4% | 0.02% | +14.3% |
TWTR | TWITTER INC | $103,000 | -28.5% | 2,392 | 0.0% | 0.02% | -30.4% | |
IPG | INTERPUBLIC GROUP COS INC | $104,000 | +2.0% | 2,782 | 0.0% | 0.02% | 0.0% | |
BK | BANK NEW YORK MELLON CORP | $98,000 | +11.4% | 1,692 | 0.0% | 0.02% | +7.1% | |
FAN | Buy | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $98,000 | +117.8% | 4,850 | +125.6% | 0.02% | +114.3% |
COST | Sell | COSTCO WHSL CORP NEW | $95,000 | +5.6% | 167 | -16.5% | 0.02% | +7.1% |
NTR | NUTRIEN LTD | $94,000 | +16.0% | 1,253 | 0.0% | 0.02% | +15.4% | |
SQ | Sell | BLOCK INCcl a | $96,000 | -53.2% | 594 | -30.4% | 0.02% | -54.5% |
BA | Sell | BOEING CO | $87,000 | -23.0% | 430 | -16.5% | 0.01% | -22.2% |
GENERAL ELECTRIC CO | $93,000 | -8.8% | 989 | 0.0% | 0.01% | -12.5% | ||
New | WOLFSPEED INC | $89,000 | – | 793 | +100.0% | 0.01% | – | |
NWN | NORTHWEST NAT HLDG CO | $89,000 | +6.0% | 1,829 | 0.0% | 0.01% | +7.7% | |
KEY | Sell | KEYCORP | $82,000 | -11.8% | 3,533 | -18.1% | 0.01% | -13.3% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $86,000 | 0.0% | 1,000 | +0.1% | 0.01% | -7.1% |
ORI | Buy | OLD REP INTL CORP | $82,000 | +6.5% | 3,324 | +0.1% | 0.01% | +8.3% |
KWEB | Buy | KRANESHARES TRcsi chi internet | $85,000 | +54.5% | 2,335 | +102.0% | 0.01% | +44.4% |
CFG | CITIZENS FINL GROUP INC | $84,000 | 0.0% | 1,779 | 0.0% | 0.01% | 0.0% | |
EMN | Sell | EASTMAN CHEM CO | $85,000 | -59.7% | 707 | -66.2% | 0.01% | -61.8% |
SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $81,000 | +14.1% | 1,174 | 0.0% | 0.01% | +18.2% | |
OMF | Sell | ONEMAIN HLDGS INC | $80,000 | -13.0% | 1,600 | -3.3% | 0.01% | -20.0% |
VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $79,000 | -2.5% | 1,196 | 0.0% | 0.01% | -7.7% | |
EFG | Buy | ISHARES TReafe grwth etf | $75,000 | +47.1% | 676 | +40.2% | 0.01% | +50.0% |
NFLX | Buy | NETFLIX INC | $77,000 | +13.2% | 128 | +15.3% | 0.01% | +9.1% |
OMC | OMNICOM GROUP INC | $76,000 | +1.3% | 1,041 | 0.0% | 0.01% | 0.0% | |
WDC | WESTERN DIGITAL CORP. | $75,000 | +15.4% | 1,146 | 0.0% | 0.01% | +20.0% | |
FINX | Sell | GLOBAL X FDSfintech etf | $77,000 | -18.1% | 1,914 | -2.0% | 0.01% | -20.0% |
AVK | ADVENT CONV & INCOME FD | $75,000 | +2.7% | 4,058 | 0.0% | 0.01% | 0.0% | |
CAH | CARDINAL HEALTH INC | $76,000 | +4.1% | 1,477 | 0.0% | 0.01% | 0.0% | |
CL | COLGATE PALMOLIVE CO | $68,000 | +13.3% | 792 | 0.0% | 0.01% | +10.0% | |
CHY | Buy | CALAMOS CONV & HIGH INCOME F | $70,000 | +4.5% | 4,328 | +0.6% | 0.01% | 0.0% |
RE | EVEREST RE GROUP LTD | $72,000 | +9.1% | 262 | 0.0% | 0.01% | 0.0% | |
EEM | Buy | ISHARES TRmsci emg mkt etf | $70,000 | +141.4% | 1,434 | +147.2% | 0.01% | +120.0% |
VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $68,000 | -1.4% | 1,124 | 0.0% | 0.01% | 0.0% | |
TTE | TOTALENERGIES SEsponsored ads | $73,000 | +4.3% | 1,470 | 0.0% | 0.01% | 0.0% | |
IQLT | ISHARES TRmsci intl qualty | $69,000 | +3.0% | 1,760 | 0.0% | 0.01% | 0.0% | |
RF | REGIONS FINANCIAL CORP NEW | $68,000 | +3.0% | 3,120 | 0.0% | 0.01% | 0.0% | |
PANW | PALO ALTO NETWORKS INC | $72,000 | +16.1% | 130 | 0.0% | 0.01% | +10.0% | |
GRMN | Buy | GARMIN LTD | $71,000 | -12.3% | 524 | +0.6% | 0.01% | -15.4% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $67,000 | +15.5% | 1,283 | +4.6% | 0.01% | +11.1% |
JEF | JEFFERIES FINL GROUP INC | $66,000 | +4.8% | 1,710 | 0.0% | 0.01% | 0.0% | |
BBY | Buy | BEST BUY INC | $63,000 | -1.6% | 619 | +2.7% | 0.01% | 0.0% |
GH | GUARDANT HEALTH INC | $64,000 | -20.0% | 636 | 0.0% | 0.01% | -23.1% | |
MDC | M D C HLDGS INC | $67,000 | +19.6% | 1,208 | 0.0% | 0.01% | +11.1% | |
HUBS | HUBSPOT INC | $63,000 | -3.1% | 96 | 0.0% | 0.01% | 0.0% | |
GNMA | ISHARES TRgnma bond etf | $62,000 | 0.0% | 1,246 | 0.0% | 0.01% | 0.0% | |
VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $67,000 | -1.5% | 1,362 | 0.0% | 0.01% | -9.1% | |
BAC | Buy | BK OF AMERICA CORP | $60,000 | +7.1% | 1,345 | +1.5% | 0.01% | 0.0% |
LYB | LYONDELLBASELL INDUSTRIES N | $55,000 | -1.8% | 600 | 0.0% | 0.01% | 0.0% | |
QLTA | ISHARES TRa rate cp bd etf | $58,000 | -1.7% | 1,039 | 0.0% | 0.01% | 0.0% | |
GIS | GENERAL MLS INC | $55,000 | +12.2% | 816 | 0.0% | 0.01% | +12.5% | |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $56,000 | +124.0% | 274 | +174.0% | 0.01% | +125.0% |
EQIX | Sell | EQUINIX INC | $56,000 | +3.7% | 66 | -2.9% | 0.01% | 0.0% |
USXF | ISHARES TResg msci usa etf | $59,000 | +9.3% | 1,502 | 0.0% | 0.01% | 0.0% | |
SNA | New | SNAP ON INC | $57,000 | – | 263 | +100.0% | 0.01% | – |
TEAM | ATLASSIAN CORP PLCcl a | $54,000 | -1.8% | 141 | 0.0% | 0.01% | -11.1% | |
MDU | MDU RES GROUP INC | $52,000 | +4.0% | 1,687 | 0.0% | 0.01% | 0.0% | |
IWN | Sell | ISHARES TRrus 2000 val etf | $52,000 | -46.9% | 312 | -49.0% | 0.01% | -50.0% |
DOCU | Buy | DOCUSIGN INC | $51,000 | -32.0% | 334 | +15.2% | 0.01% | -33.3% |
GM | Buy | GENERAL MTRS CO | $53,000 | +35.9% | 900 | +21.0% | 0.01% | +33.3% |
INFO | IHS MARKIT LTD | $52,000 | +15.6% | 390 | 0.0% | 0.01% | +14.3% | |
GWW | GRAINGER W W INC | $52,000 | +30.0% | 101 | 0.0% | 0.01% | +33.3% | |
ETN | Sell | EATON CORP PLC | $50,000 | +8.7% | 290 | -5.8% | 0.01% | +14.3% |
HIW | HIGHWOODS PPTYS INC | $53,000 | 0.0% | 1,199 | 0.0% | 0.01% | 0.0% | |
CHI | CALAMOS CONV OPPORTUNITIES &sh ben int | $45,000 | 0.0% | 3,000 | 0.0% | 0.01% | 0.0% | |
APTV | APTIV PLC | $48,000 | +11.6% | 290 | 0.0% | 0.01% | 0.0% | |
SRE | Buy | SEMPRA | $43,000 | +10.3% | 327 | +5.5% | 0.01% | +16.7% |
STAG | STAG INDL INC | $47,000 | +23.7% | 976 | 0.0% | 0.01% | +16.7% | |
IBB | Sell | ISHARES TRishares biotech | $48,000 | -36.0% | 316 | -31.5% | 0.01% | -41.7% |
PNR | PENTAIR PLC | $47,000 | 0.0% | 649 | 0.0% | 0.01% | -12.5% | |
ASML | Sell | ASML HOLDING N V | $44,000 | 0.0% | 55 | -6.8% | 0.01% | 0.0% |
CMI | CUMMINS INC | $42,000 | -2.3% | 191 | 0.0% | 0.01% | 0.0% | |
HYD | Buy | VANECK ETF TRUSThigh yld munietf | $42,000 | +2.4% | 669 | +1.2% | 0.01% | 0.0% |
DLB | DOLBY LABORATORIES INC | $42,000 | +7.7% | 441 | 0.0% | 0.01% | +16.7% | |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $43,000 | -15.7% | 94 | -25.4% | 0.01% | -12.5% |
POR | PORTLAND GEN ELEC CO | $43,000 | +13.2% | 810 | 0.0% | 0.01% | +16.7% | |
MTCH | Buy | MATCH GROUP INC NEW | $44,000 | -6.4% | 330 | +10.0% | 0.01% | -12.5% |
IGSB | Buy | ISHARES TR | $43,000 | 0.0% | 789 | +0.6% | 0.01% | 0.0% |
GOLD | BARRICK GOLD CORP | $42,000 | +5.0% | 2,200 | 0.0% | 0.01% | +16.7% | |
AXP | Sell | AMERICAN EXPRESS CO | $46,000 | -55.8% | 283 | -54.4% | 0.01% | -58.8% |
QS | QUANTUMSCAPE CORP | $42,000 | -10.6% | 1,912 | 0.0% | 0.01% | -12.5% | |
DD | Sell | DUPONT DE NEMOURS INC | $37,000 | -5.1% | 457 | -20.7% | 0.01% | 0.0% |
TTCF | Buy | TATTOOED CHEF INC | $36,000 | -2.7% | 2,300 | +15.0% | 0.01% | 0.0% |
KKR | Buy | KKR & CO INC | $40,000 | +21.2% | 535 | +0.2% | 0.01% | +20.0% |
MNST | Buy | MONSTER BEVERAGE CORP NEW | $40,000 | +11.1% | 421 | +4.7% | 0.01% | 0.0% |
TQQQ | Sell | PROSHARES TRultrapro qqq | $37,000 | -47.9% | 223 | -60.6% | 0.01% | -45.5% |
PPG | PPG INDS INC | $36,000 | +20.0% | 210 | 0.0% | 0.01% | +20.0% | |
FTV | FORTIVE CORP | $37,000 | +8.8% | 483 | 0.0% | 0.01% | +20.0% | |
CRL | New | CHARLES RIV LABS INTL INC | $40,000 | – | 106 | +100.0% | 0.01% | – |
AIG | Sell | AMERICAN INTL GROUP INC | $38,000 | 0.0% | 674 | -3.2% | 0.01% | 0.0% |
ULTA | ULTA BEAUTY INC | $40,000 | +14.3% | 97 | 0.0% | 0.01% | 0.0% | |
IRDM | IRIDIUM COMMUNICATIONS INC | $41,000 | +2.5% | 1,000 | 0.0% | 0.01% | 0.0% | |
PXD | Sell | PIONEER NAT RES CO | $39,000 | +8.3% | 214 | -0.9% | 0.01% | 0.0% |
TGT | Sell | TARGET CORP | $39,000 | -78.9% | 169 | -79.1% | 0.01% | -80.0% |
AAP | ADVANCE AUTO PARTS INC | $39,000 | +14.7% | 164 | 0.0% | 0.01% | +20.0% | |
BP | BP PLCsponsored adr | $36,000 | -2.7% | 1,355 | 0.0% | 0.01% | 0.0% | |
AZO | AUTOZONE INC | $36,000 | +24.1% | 17 | 0.0% | 0.01% | +20.0% | |
AEIS | Sell | ADVANCED ENERGY INDS | $41,000 | -48.8% | 447 | -51.3% | 0.01% | -53.8% |
CTXS | Sell | CITRIX SYS INC | $35,000 | -25.5% | 371 | -16.1% | 0.01% | -37.5% |
VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $31,000 | 0.0% | 360 | 0.0% | 0.01% | 0.0% | |
BGX | BLACKSTONE LONG SHORT CR INC | $33,000 | -2.9% | 2,250 | 0.0% | 0.01% | 0.0% | |
MAR | MARRIOTT INTL INC NEWcl a | $30,000 | +11.1% | 181 | 0.0% | 0.01% | +25.0% | |
ALC | ALCON AG | $32,000 | +10.3% | 366 | 0.0% | 0.01% | 0.0% | |
FIS | Buy | FIDELITY NATL INFORMATION SV | $34,000 | +3.0% | 312 | +13.9% | 0.01% | 0.0% |
DISCA | DISCOVERY INC | $29,000 | -6.5% | 1,233 | 0.0% | 0.01% | 0.0% | |
SPLK | Sell | SPLUNK INC | $31,000 | -20.5% | 268 | -0.7% | 0.01% | -16.7% |
CVS | Sell | CVS HEALTH CORP | $34,000 | -52.1% | 328 | -60.6% | 0.01% | -54.5% |
PBA | Buy | PEMBINA PIPELINE CORP | $34,000 | -2.9% | 1,116 | +1.5% | 0.01% | -16.7% |
KEYS | KEYSIGHT TECHNOLOGIES INC | $34,000 | +25.9% | 164 | 0.0% | 0.01% | +25.0% | |
USFR | Buy | WISDOMTREE TRfloatng rat trea | $31,000 | +287.5% | 1,228 | +272.1% | 0.01% | +400.0% |
TRV | Sell | TRAVELERS COMPANIES INC | $31,000 | -61.7% | 198 | -63.1% | 0.01% | -61.5% |
VTRS | VIATRIS INC | $32,000 | 0.0% | 2,329 | 0.0% | 0.01% | 0.0% | |
AMD | ADVANCED MICRO DEVICES INC | $35,000 | +40.0% | 246 | 0.0% | 0.01% | +25.0% | |
IGBH | ISHARES U S ETF TRint rt hd long | $33,000 | -2.9% | 1,345 | 0.0% | 0.01% | 0.0% | |
SUB | ISHARES TRshrt nat mun etf | $32,000 | 0.0% | 296 | 0.0% | 0.01% | 0.0% | |
BBJP | New | J P MORGAN EXCHANGE-TRADED Fbetabuldrs japan | $29,000 | – | 523 | +100.0% | 0.01% | – |
EWJ | New | ISHARES INCmsci jpn etf new | $32,000 | – | 475 | +100.0% | 0.01% | – |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $34,000 | -90.1% | 242 | -91.0% | 0.01% | -90.9% |
ITOT | ISHARES TRcore s&p ttl stk | $34,000 | +9.7% | 317 | 0.0% | 0.01% | 0.0% | |
OGN | Sell | ORGANON & CO | $31,000 | -8.8% | 1,024 | -0.8% | 0.01% | 0.0% |
IXG | ISHARES TRglobal finls etf | $29,000 | 0.0% | 368 | 0.0% | 0.01% | 0.0% | |
CTVA | Sell | CORTEVA INC | $30,000 | +11.1% | 625 | -0.8% | 0.01% | +25.0% |
WDAY | Buy | WORKDAY INCcl a | $30,000 | +15.4% | 111 | +6.7% | 0.01% | +25.0% |
AMLP | Buy | ALPS ETF TRalerian mlp | $30,000 | +3.4% | 903 | +2.1% | 0.01% | 0.0% |
AMT | AMERICAN TOWER CORP NEW | $32,000 | +10.3% | 110 | 0.0% | 0.01% | 0.0% | |
CASH | Sell | META FINL GROUP INC | $27,000 | -64.5% | 450 | -69.0% | 0.00% | -66.7% |
WWD | WOODWARD INC | $23,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% | |
SYF | Sell | SYNCHRONY FINANCIAL | $26,000 | -10.3% | 560 | -6.8% | 0.00% | -20.0% |
CRNC | CERENCE INC | $28,000 | -20.0% | 368 | 0.0% | 0.00% | -33.3% | |
WSO | WATSCO INC | $24,000 | +20.0% | 76 | 0.0% | 0.00% | +33.3% | |
HPQ | Buy | HP INC | $27,000 | +42.1% | 704 | +0.7% | 0.00% | +33.3% |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $27,000 | +3.8% | 400 | 0.0% | 0.00% | 0.0% | |
NYMT | Buy | NEW YORK MTG TR INC | $23,000 | -11.5% | 6,288 | +2.2% | 0.00% | 0.0% |
DXC | Sell | DXC TECHNOLOGY CO | $23,000 | -8.0% | 729 | -0.5% | 0.00% | 0.0% |
ETSY | Buy | ETSY INC | $24,000 | +2300.0% | 109 | +3533.3% | 0.00% | – |
USL | UNITED STS 12 MONTH OIL FD Lunit ben int | $28,000 | +3.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
AMH | AMERICAN HOMES 4 RENTcl a | $25,000 | +13.6% | 573 | 0.0% | 0.00% | 0.0% | |
VTR | Buy | VENTAS INC | $27,000 | 0.0% | 532 | +10.4% | 0.00% | 0.0% |
LBRDK | LIBERTY BROADBAND CORP | $27,000 | -6.9% | 170 | 0.0% | 0.00% | -20.0% | |
HYEM | VANECK ETF TRUSTemerging mrkt hi | $23,000 | -4.2% | 1,031 | 0.0% | 0.00% | 0.0% | |
SCZ | ISHARES TReafe sml cp etf | $25,000 | 0.0% | 337 | 0.0% | 0.00% | 0.0% | |
CI | CIGNA CORP NEW | $23,000 | +15.0% | 100 | 0.0% | 0.00% | +33.3% | |
IONS | IONIS PHARMACEUTICALS INC | $23,000 | -11.5% | 765 | 0.0% | 0.00% | 0.0% | |
LYFT | Buy | LYFT INC | $25,000 | -16.7% | 591 | +5.3% | 0.00% | -20.0% |
EFV | Buy | ISHARES TReafe value etf | $28,000 | 0.0% | 546 | +0.7% | 0.00% | 0.0% |
SE | Sell | SEA LTDsponsord ads | $28,000 | -85.1% | 124 | -79.0% | 0.00% | -86.7% |
DOW | Sell | DOW INC | $26,000 | -16.1% | 457 | -14.9% | 0.00% | -20.0% |
IWO | Buy | ISHARES TRrus 2000 grw etf | $27,000 | +12.5% | 92 | +12.2% | 0.00% | 0.0% |
WSC | Buy | WILLSCOT MOBIL MINI HLDNG CO | $25,000 | +92.3% | 600 | +50.0% | 0.00% | +100.0% |
RDSA | ROYAL DUTCH SHELL PLCspons adr a | $26,000 | -3.7% | 600 | 0.0% | 0.00% | 0.0% | |
WERN | Buy | WERNER ENTERPRISES INC | $21,000 | +5.0% | 446 | +0.2% | 0.00% | 0.0% |
AES | AES CORP | $22,000 | +10.0% | 892 | 0.0% | 0.00% | 0.0% | |
VMC | Sell | VULCAN MATLS CO | $20,000 | +17.6% | 96 | -3.0% | 0.00% | 0.0% |
C | Sell | CITIGROUP INC | $18,000 | -14.3% | 300 | -0.3% | 0.00% | 0.0% |
DE | DEERE & CO | $20,000 | +5.3% | 57 | 0.0% | 0.00% | 0.0% | |
FANG | DIAMONDBACK ENERGY INC | $19,000 | +11.8% | 180 | 0.0% | 0.00% | 0.0% | |
PLD | PROLOGIS INC. | $22,000 | +37.5% | 129 | 0.0% | 0.00% | 0.0% | |
EQT | Buy | EQT CORP | $18,000 | +20.0% | 817 | +14.9% | 0.00% | +50.0% |
ECL | Sell | ECOLAB INC | $18,000 | -96.5% | 77 | -96.8% | 0.00% | -96.3% |
PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $19,000 | -78.4% | 259 | -80.9% | 0.00% | -78.6% |
LIN | LINDE PLC | $18,000 | +20.0% | 52 | 0.0% | 0.00% | +50.0% | |
EXC | EXELON CORP | $22,000 | +22.2% | 382 | 0.0% | 0.00% | 0.0% | |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $19,000 | 0.0% | 281 | -10.5% | 0.00% | 0.0% |
QCOM | Sell | QUALCOMM INC | $22,000 | -87.4% | 119 | -91.2% | 0.00% | -89.3% |
GMDA | Buy | GAMIDA CELL LTD | $18,000 | +50.0% | 7,085 | +126.0% | 0.00% | +50.0% |
APO | Buy | APOLLO GLOBAL MGMT INC | $20,000 | +53.8% | 276 | +30.2% | 0.00% | +50.0% |
HON | Sell | HONEYWELL INTL INC | $17,000 | -81.3% | 81 | -81.2% | 0.00% | -80.0% |
ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $17,000 | -67.9% | 136 | -62.5% | 0.00% | -62.5% |
TSCO | TRACTOR SUPPLY CO | $18,000 | +20.0% | 74 | 0.0% | 0.00% | +50.0% | |
ADP | AUTOMATIC DATA PROCESSING IN | $18,000 | +20.0% | 75 | 0.0% | 0.00% | +50.0% | |
TXG | New | 10X GENOMICS INC | $22,000 | – | 151 | +100.0% | 0.00% | – |
TEF | TELEFONICA S Asponsored adr | $17,000 | -10.5% | 4,008 | 0.0% | 0.00% | 0.0% | |
KRE | SPDR SER TRs&p regl bkg | $21,000 | +5.0% | 302 | 0.0% | 0.00% | 0.0% | |
IWP | Sell | ISHARES TRrus md cp gr etf | $19,000 | -29.6% | 167 | -29.8% | 0.00% | -25.0% |
IWR | ISHARES TRrus mid cap etf | $21,000 | +5.0% | 256 | 0.0% | 0.00% | 0.0% | |
IWF | Sell | ISHARES TRrus 1000 grw etf | $19,000 | -91.9% | 63 | -92.7% | 0.00% | -92.1% |
HYG | ISHARES TRiboxx hi yd etf | $21,000 | 0.0% | 238 | 0.0% | 0.00% | 0.0% | |
KXI | New | ISHARES TRglb cnsm stp etf | $21,000 | – | 330 | +100.0% | 0.00% | – |
TMUS | Buy | T-MOBILE US INC | $20,000 | -4.8% | 171 | +3.0% | 0.00% | 0.0% |
LQDH | Buy | ISHARES U S ETF TRint rt hdg c b | $21,000 | +200.0% | 223 | +193.4% | 0.00% | +200.0% |
TJX | TJX COS INC NEW | $21,000 | +16.7% | 276 | 0.0% | 0.00% | 0.0% | |
BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $21,000 | -97.7% | 230 | -97.7% | 0.00% | -97.9% |
BDX | Buy | BECTON DICKINSON & CO | $20,000 | +33.3% | 80 | +27.0% | 0.00% | +50.0% |
MUSA | MURPHY USA INC | $18,000 | +20.0% | 92 | 0.0% | 0.00% | +50.0% | |
AMJ | Sell | JPMORGAN CHASE & COalerian ml etn | $20,000 | -91.2% | 1,118 | -91.0% | 0.00% | -91.7% |
SU | SUNCOR ENERGY INC NEW | $17,000 | +21.4% | 687 | 0.0% | 0.00% | +50.0% | |
SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $18,000 | +28.6% | 140 | +9.4% | 0.00% | +50.0% |
SHW | Sell | SHERWIN WILLIAMS CO | $17,000 | -69.1% | 48 | -75.8% | 0.00% | -66.7% |
SBNY | Sell | SIGNATURE BK NEW YORK N Y | $22,000 | +15.8% | 68 | -1.4% | 0.00% | 0.0% |
IWS | ISHARES TRrus mdcp val etf | $12,000 | +9.1% | 96 | 0.0% | 0.00% | 0.0% | |
IEF | Sell | ISHARES TRbarclays 7 10 yr | $14,000 | -68.2% | 126 | -67.4% | 0.00% | -71.4% |
SMG | SCOTTS MIRACLE-GRO COcl a | $10,000 | +11.1% | 63 | 0.0% | 0.00% | +100.0% | |
BRKS | AZENTA INC | $13,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
WY | WEYERHAEUSER CO MTN BE | $11,000 | +22.2% | 265 | 0.0% | 0.00% | +100.0% | |
EWA | ISHARES INCmsci aust etf | $10,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
IRM | IRON MTN INC NEW | $14,000 | +16.7% | 273 | 0.0% | 0.00% | 0.0% | |
CGNX | COGNEX CORP | $10,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% | |
INVH | INVITATION HOMES INC | $16,000 | +14.3% | 356 | 0.0% | 0.00% | 0.0% | |
AVB | Sell | AVALONBAY CMNTYS INC | $14,000 | +7.7% | 56 | -5.1% | 0.00% | 0.0% |
PCG | PG&E CORP | $10,000 | +25.0% | 855 | 0.0% | 0.00% | +100.0% | |
ROK | ROCKWELL AUTOMATION INC | $12,000 | +20.0% | 35 | 0.0% | 0.00% | 0.0% | |
MESO | MESOBLAST LTDspons adr | $15,000 | -21.1% | 3,200 | 0.0% | 0.00% | -33.3% | |
ADRE | Buy | INVESCO ACTIVELY MANAGED ETFemgring mkts50 | $12,000 | 0.0% | 264 | +2.3% | 0.00% | 0.0% |
XLNX | XILINX INC | $12,000 | +33.3% | 58 | 0.0% | 0.00% | +100.0% | |
VNT | VONTIER CORPORATION | $12,000 | -7.7% | 380 | 0.0% | 0.00% | 0.0% | |
SUI | SUN CMNTYS INC | $12,000 | +20.0% | 55 | 0.0% | 0.00% | 0.0% | |
HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $11,000 | +10.0% | 696 | +0.7% | 0.00% | 0.0% |
PATH | Buy | UIPATH INCcl a | $10,000 | +100.0% | 240 | +152.6% | 0.00% | +100.0% |
UL | Sell | UNILEVER PLCspon adr new | $12,000 | -20.0% | 219 | -21.2% | 0.00% | 0.0% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $10,000 | -74.4% | 245 | -76.6% | 0.00% | -66.7% |
GWB | Sell | GREAT WESTERN BANCORP INC | $11,000 | -89.9% | 335 | -90.0% | 0.00% | -88.2% |
BDN | BRANDYWINE RLTY TRsh ben int new | $15,000 | 0.0% | 1,096 | 0.0% | 0.00% | 0.0% | |
GTN | GRAY TELEVISION INC | $10,000 | -9.1% | 476 | 0.0% | 0.00% | 0.0% | |
ATVI | Sell | ACTIVISION BLIZZARD INC | $15,000 | -65.9% | 230 | -59.4% | 0.00% | -71.4% |
GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $16,000 | +23.1% | 354 | +0.3% | 0.00% | 0.0% |
PWR | Sell | QUANTA SVCS INC | $13,000 | 0.0% | 116 | -0.9% | 0.00% | 0.0% |
GD | GENERAL DYNAMICS CORP | $12,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
GATX | Buy | GATX CORP | $12,000 | +33.3% | 114 | +17.5% | 0.00% | +100.0% |
SMH | New | VANECK ETF TRUSTsemiconductr etf | $14,000 | – | 45 | +100.0% | 0.00% | – |
SFM | SPROUTS FMRS MKT INC | $13,000 | +30.0% | 451 | 0.0% | 0.00% | 0.0% | |
BCLI | BRAINSTORM CELL THERAPEUTICS | $12,000 | +20.0% | 3,000 | 0.0% | 0.00% | 0.0% | |
FISV | Sell | FISERV INC | $11,000 | -90.6% | 108 | -90.0% | 0.00% | -89.5% |
FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $11,000 | +10.0% | 80 | 0.0% | 0.00% | 0.0% | |
FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $12,000 | +140.0% | 175 | +105.9% | 0.00% | +100.0% |
HYS | PIMCO ETF TR0-5 high yield | $10,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% | |
MTG | MGIC INVT CORP WIS | $11,000 | 0.0% | 747 | 0.0% | 0.00% | 0.0% | |
EXR | EXTRA SPACE STORAGE INC | $12,000 | +33.3% | 52 | 0.0% | 0.00% | +100.0% | |
ESS | Sell | ESSEX PPTY TR INC | $12,000 | 0.0% | 34 | -8.1% | 0.00% | 0.0% |
EQH | EQUITABLE HLDGS INC | $14,000 | +16.7% | 416 | 0.0% | 0.00% | 0.0% | |
LSXMK | LIBERTY MEDIA CORP DEL | $16,000 | +6.7% | 315 | 0.0% | 0.00% | 0.0% | |
ENB | Buy | ENBRIDGE INC | $12,000 | +33.3% | 302 | +28.5% | 0.00% | +100.0% |
DXCM | DEXCOM INC | $14,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $15,000 | -73.2% | 215 | -75.6% | 0.00% | -77.8% |
NXPI | Sell | NXP SEMICONDUCTORS N V | $13,000 | -65.8% | 59 | -69.9% | 0.00% | -66.7% |
NTP | NAM TAI PPTY INC | $11,000 | -57.7% | 1,100 | 0.0% | 0.00% | -50.0% | |
VOYA | VOYA FINANCIAL INC | $11,000 | +10.0% | 169 | 0.0% | 0.00% | 0.0% | |
SITE | SITEONE LANDSCAPE SUPPLY INC | $10,000 | +25.0% | 41 | 0.0% | 0.00% | +100.0% | |
CCL | CARNIVAL CORP | $10,000 | -16.7% | 498 | 0.0% | 0.00% | 0.0% | |
VST | VISTRA CORP | $13,000 | +30.0% | 565 | 0.0% | 0.00% | 0.0% | |
IWC | Sell | ISHARES TRmicro-cap etf | $14,000 | -36.4% | 99 | -36.1% | 0.00% | -50.0% |
EMXC | ISHARES INCmsci emrg chn | $16,000 | 0.0% | 257 | 0.0% | 0.00% | -33.3% | |
TLH | ISHARES TR10-20 yr trs etf | $14,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% | |
MGP | MGM GROWTH PPTYS LLC | $12,000 | +9.1% | 287 | 0.0% | 0.00% | 0.0% | |
COIN | Sell | COINBASE GLOBAL INC | $13,000 | -40.9% | 51 | -48.0% | 0.00% | -50.0% |
NLOK | NORTONLIFELOCK INC | $12,000 | 0.0% | 456 | 0.0% | 0.00% | 0.0% | |
IWD | Buy | ISHARES TRrus 1000 val etf | $16,000 | +100.0% | 98 | +100.0% | 0.00% | +100.0% |
MTB | New | M & T BK CORP | $11,000 | – | 71 | +100.0% | 0.00% | – |
SHOP | Sell | SHOPIFY INCcl a | $4,000 | -71.4% | 3 | -70.0% | 0.00% | -50.0% |
AMCX | Sell | AMC NETWORKS INCcl a | $7,000 | -63.2% | 209 | -49.3% | 0.00% | -66.7% |
ARKK | Buy | ARK ETF TRinnovation etf | $5,000 | +25.0% | 55 | +57.1% | 0.00% | 0.0% |
ARKG | Buy | ARK ETF TRgenomic rev etf | $9,000 | +28.6% | 149 | +52.0% | 0.00% | 0.0% |
ARKW | Buy | ARK ETF TRnext gnrtn inter | $6,000 | +50.0% | 52 | +62.5% | 0.00% | 0.0% |
AKAM | Sell | AKAMAI TECHNOLOGIES INC | $6,000 | -72.7% | 48 | -77.3% | 0.00% | -75.0% |
AIN | ALBANY INTL CORPcl a | $7,000 | +16.7% | 76 | 0.0% | 0.00% | 0.0% | |
ARE | ALEXANDRIA REAL ESTATE EQ IN | $9,000 | +12.5% | 42 | 0.0% | 0.00% | 0.0% | |
ATUS | New | ALTICE USA INCcl a | $5,000 | – | 302 | +100.0% | 0.00% | – |
AEP | AMERICAN ELEC PWR CO INC | $4,000 | +33.3% | 40 | 0.0% | 0.00% | – | |
AMP | AMERIPRISE FINL INC | $6,000 | +20.0% | 20 | 0.0% | 0.00% | 0.0% | |
AIRC | APARTMENT INCOME REIT CORP | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
AWI | ARMSTRONG WORLD INDS INC NEW | $8,000 | +14.3% | 69 | 0.0% | 0.00% | 0.0% | |
BOH | Sell | BANK HAWAII CORP | $7,000 | -12.5% | 79 | -16.8% | 0.00% | 0.0% |
BCRX | BIOCRYST PHARMACEUTICALS INC | $6,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
BMRN | BIOMARIN PHARMACEUTICAL INC | $8,000 | +14.3% | 94 | 0.0% | 0.00% | 0.0% | |
BX | Sell | BLACKSTONE INC | $9,000 | -30.8% | 73 | -36.5% | 0.00% | -50.0% |
BLMN | BLOOMIN BRANDS INC | $7,000 | -12.5% | 313 | 0.0% | 0.00% | 0.0% | |
BXP | BOSTON PROPERTIES INC | $4,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
CDW | Sell | CDW CORP | $4,000 | -20.0% | 21 | -27.6% | 0.00% | 0.0% |
GIB | Sell | CGI INCcl a sub vtg | $4,000 | -20.0% | 48 | -11.1% | 0.00% | 0.0% |
CRH | CRH PLCadr | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
CGC | CANOPY GROWTH CORP | $7,000 | -30.0% | 750 | 0.0% | 0.00% | -50.0% | |
CHX | CHAMPIONX CORPORATION | $8,000 | -11.1% | 400 | 0.0% | 0.00% | 0.0% | |
CAKE | CHEESECAKE FACTORY INC | $7,000 | -12.5% | 170 | 0.0% | 0.00% | 0.0% | |
CC | CHEMOURS CO | $4,000 | +33.3% | 120 | 0.0% | 0.00% | – | |
CHN | CHINA FD INC | $6,000 | -33.3% | 348 | 0.0% | 0.00% | 0.0% | |
CMG | CHIPOTLE MEXICAN GRILL INC | $5,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
CLSK | New | CLEANSPARK INC | $4,000 | – | 400 | +100.0% | 0.00% | – |
COTY | New | COTY INC | $6,000 | – | 589 | +100.0% | 0.00% | – |
CUZ | COUSINS PPTYS INC | $4,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
CVET | COVETRUS INC | $6,000 | 0.0% | 313 | 0.0% | 0.00% | 0.0% | |
CRTO | CRITEO S Aspons ads | $4,000 | +33.3% | 91 | 0.0% | 0.00% | – | |
CRON | CRONOS GROUP INC | $4,000 | -33.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
CUBE | CUBESMART | $5,000 | +25.0% | 86 | 0.0% | 0.00% | 0.0% | |
CW | CURTISS WRIGHT CORP | $8,000 | +14.3% | 59 | 0.0% | 0.00% | 0.0% | |
CYTK | New | CYTOKINETICS INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
DTE | DTE ENERGY CO | $6,000 | +20.0% | 49 | 0.0% | 0.00% | 0.0% | |
DAR | Sell | DARLING INGREDIENTS INC | $4,000 | -33.3% | 52 | -35.0% | 0.00% | 0.0% |
DVN | Buy | DEVON ENERGY CORP NEW | $6,000 | +200.0% | 134 | +152.8% | 0.00% | – |
MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $6,000 | -75.0% | 548 | -67.5% | 0.00% | -75.0% |
EBAY | EBAY INC. | $4,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
EIX | EDISON INTL | $9,000 | +28.6% | 127 | 0.0% | 0.00% | 0.0% | |
ELS | EQUITY LIFESTYLE PPTYS INC | $5,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
EEFT | EURONET WORLDWIDE INC | $7,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
EVTC | EVERTEC INC | $7,000 | +16.7% | 141 | 0.0% | 0.00% | 0.0% | |
FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $9,000 | – | 65 | +100.0% | 0.00% | – |
FFIN | Buy | FIRST FINL BANKSHARES INC | $9,000 | +12.5% | 174 | +4.8% | 0.00% | 0.0% |
FR | FIRST INDL RLTY TR INC | $6,000 | +20.0% | 90 | 0.0% | 0.00% | 0.0% | |
FNV | FRANCO NEV CORP | $9,000 | +12.5% | 64 | 0.0% | 0.00% | 0.0% | |
AIQ | New | GLOBAL X FDSartificial etf | $5,000 | – | 150 | +100.0% | 0.00% | – |
PAVE | Sell | GLOBAL X FDSus infr dev etf | $7,000 | -12.5% | 250 | -23.1% | 0.00% | 0.0% |
GT | Sell | GOODYEAR TIRE & RUBR CO | $9,000 | -35.7% | 430 | -44.7% | 0.00% | -50.0% |
GGG | Sell | GRACO INC | $8,000 | -98.7% | 103 | -98.8% | 0.00% | -99.0% |
BAR | Sell | GRANITESHARES GOLD TR | $7,000 | -53.3% | 371 | -57.4% | 0.00% | -50.0% |
HBI | HANESBRANDS INC | $8,000 | -11.1% | 500 | 0.0% | 0.00% | 0.0% | |
HR | Buy | HEALTHCARE RLTY TR | $5,000 | +150.0% | 148 | +100.0% | 0.00% | – |
HTA | Sell | HEALTHCARE TR AMER INCcl a new | $6,000 | 0.0% | 187 | -14.6% | 0.00% | 0.0% |
HLI | Sell | HOULIHAN LOKEY INCcl a | $8,000 | -20.0% | 79 | -27.5% | 0.00% | -50.0% |
IAC | IAC INTERACTIVECORP NEW | $5,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
HYLN | HYLIION HOLDINGS CORP | $4,000 | -20.0% | 634 | 0.0% | 0.00% | 0.0% | |
IMGN | IMMUNOGEN INC | $5,000 | +25.0% | 691 | 0.0% | 0.00% | 0.0% | |
PODD | New | INSULET CORP | $8,000 | – | 31 | +100.0% | 0.00% | – |
RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $7,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
PGJ | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $4,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $8,000 | 0.0% | 442 | 0.0% | 0.00% | 0.0% | |
IYT | ISHARES TRus trsprtion | $6,000 | +20.0% | 20 | 0.0% | 0.00% | 0.0% | |
IXN | ISHARES TRglobal tech etf | $9,000 | +12.5% | 140 | 0.0% | 0.00% | 0.0% | |
IXJ | ISHARES TRglob hlthcre etf | $6,000 | +20.0% | 61 | 0.0% | 0.00% | 0.0% | |
SOXX | Sell | ISHARES TRishares semicdtr | $7,000 | -97.0% | 12 | -97.7% | 0.00% | -97.4% |
IYE | ISHARES TRu.s. energy etf | $5,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% | |
IMCB | ISHARES TRmrgstr md cp etf | $4,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
GOVT | ISHARES TRus treas bd etf | $7,000 | 0.0% | 271 | 0.0% | 0.00% | 0.0% | |
MCHI | ISHARES TRmsci china etf | $8,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
VLUE | ISHARES TRmsci usa value | $9,000 | +12.5% | 83 | 0.0% | 0.00% | 0.0% | |
ESGE | ISHARES INCesg awr msci em | $8,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% | |
JD | Sell | JD.COM INCspon adr cl a | $5,000 | -44.4% | 71 | -41.8% | 0.00% | 0.0% |
JBT | JOHN BEAN TECHNOLOGIES CORP | $7,000 | +16.7% | 44 | 0.0% | 0.00% | 0.0% | |
KRC | Buy | KILROY RLTY CORP | $5,000 | +25.0% | 81 | +20.9% | 0.00% | 0.0% |
KIM | KIMCO RLTY CORP | $7,000 | +16.7% | 301 | 0.0% | 0.00% | 0.0% | |
KN | KNOWLES CORP | $9,000 | +28.6% | 400 | 0.0% | 0.00% | 0.0% | |
KHC | Sell | KRAFT HEINZ CO | $7,000 | -61.1% | 191 | -60.9% | 0.00% | -66.7% |
LSTR | LANDSTAR SYS INC | $8,000 | +14.3% | 47 | 0.0% | 0.00% | 0.0% | |
LBRDA | LIBERTY BROADBAND CORP | $6,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
LSXMA | LIBERTY MEDIA CORP DEL | $8,000 | +14.3% | 158 | 0.0% | 0.00% | 0.0% | |
FWONK | LIBERTY MEDIA CORP DEL | $5,000 | +25.0% | 75 | 0.0% | 0.00% | 0.0% | |
LAD | LITHIA MTRS INC | $7,000 | -12.5% | 25 | 0.0% | 0.00% | 0.0% | |
LOW | LOWES COS INC | $6,000 | +20.0% | 25 | 0.0% | 0.00% | 0.0% | |
MGM | MGM RESORTS INTERNATIONAL | $5,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
VAC | MARRIOTT VACATIONS WORLDWIDE | $5,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
MAS | MASCO CORP | $4,000 | +33.3% | 60 | 0.0% | 0.00% | – | |
MPW | MEDICAL PPTYS TRUST INC | $4,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
MELI | MERCADOLIBRE INC | $8,000 | -20.0% | 6 | 0.0% | 0.00% | -50.0% | |
MET | METLIFE INC | $7,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
NCR | New | NCR CORP NEW | $8,000 | – | 191 | +100.0% | 0.00% | – |
NDAQ | NASDAQ INC | $9,000 | +12.5% | 43 | 0.0% | 0.00% | 0.0% | |
FIZZ | NATIONAL BEVERAGE CORP | $6,000 | -14.3% | 130 | 0.0% | 0.00% | 0.0% | |
NUE | NUCOR CORP | $8,000 | +14.3% | 66 | 0.0% | 0.00% | 0.0% | |
OLN | OLIN CORP | $6,000 | +20.0% | 110 | 0.0% | 0.00% | 0.0% | |
ON | ON SEMICONDUCTOR CORP | $8,000 | +33.3% | 125 | 0.0% | 0.00% | 0.0% | |
OSK | OSHKOSH CORP | $6,000 | +20.0% | 49 | 0.0% | 0.00% | 0.0% | |
OC | OWENS CORNING NEW | $9,000 | +12.5% | 97 | 0.0% | 0.00% | 0.0% | |
PNC | PNC FINL SVCS GROUP INC | $7,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
PSB | PS BUSINESS PKS INC CALIF | $4,000 | +33.3% | 21 | 0.0% | 0.00% | – | |
POOL | POOL CORP | $6,000 | +20.0% | 11 | 0.0% | 0.00% | 0.0% | |
PRI | PRIMERICA INC | $6,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
PSA | Buy | PUBLIC STORAGE | $6,000 | +100.0% | 16 | +45.5% | 0.00% | – |
DGX | Sell | QUEST DIAGNOSTICS INC | $6,000 | -14.3% | 32 | -31.9% | 0.00% | 0.0% |
RLI | RLI CORP | $6,000 | +20.0% | 51 | 0.0% | 0.00% | 0.0% | |
ROLL | RBC BEARINGS INC | $7,000 | -12.5% | 37 | 0.0% | 0.00% | 0.0% | |
REG | REGENCY CTRS CORP | $6,000 | +20.0% | 77 | 0.0% | 0.00% | 0.0% | |
REXR | REXFORD INDL RLTY INC | $5,000 | +25.0% | 64 | 0.0% | 0.00% | 0.0% | |
REYN | REYNOLDS CONSUMER PRODS INC | $9,000 | +12.5% | 300 | 0.0% | 0.00% | 0.0% | |
RBA | RITCHIE BROS AUCTIONEERS | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
XSD | SPDR SER TRs&p semicndctr | $6,000 | +20.0% | 25 | 0.0% | 0.00% | 0.0% | |
XWEB | SPDR SER TRs&p internet etf | $4,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
SLB | SCHLUMBERGER LTD | $7,000 | 0.0% | 226 | 0.0% | 0.00% | 0.0% | |
SCHW | SCHWAB CHARLES CORP | $6,000 | +20.0% | 68 | 0.0% | 0.00% | 0.0% | |
SCHD | SCHWAB STRATEGIC TRus dividend eq | $8,000 | +14.3% | 94 | 0.0% | 0.00% | 0.0% | |
XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $7,000 | -97.5% | 81 | -97.7% | 0.00% | -97.8% |
SENS | SENSEONICS HLDGS INC | $5,000 | -28.6% | 2,000 | 0.0% | 0.00% | 0.0% | |
SPG | SIMON PPTY GROUP INC NEW | $9,000 | +28.6% | 54 | 0.0% | 0.00% | 0.0% | |
SIRI | SIRIUS XM HOLDINGS INC | $4,000 | 0.0% | 690 | 0.0% | 0.00% | 0.0% | |
SIX | SIX FLAGS ENTMT CORP NEW | $7,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% | |
SQM | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
SPR | SPIRIT AEROSYSTEMS HLDGS INC | $6,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
SWK | STANLEY BLACK & DECKER INC | $8,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
STOR | STORE CAP CORP | $5,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
SHO | SUNSTONE HOTEL INVS INC NEW | $5,000 | 0.0% | 409 | 0.0% | 0.00% | 0.0% | |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $4,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
TECK | New | TECK RESOURCES LTDcl b | $4,000 | – | 146 | +100.0% | 0.00% | – |
TMX | Sell | TERMINIX GLOBAL HOLDINGS INC | $4,000 | -33.3% | 98 | -35.1% | 0.00% | 0.0% |
TRNO | TERRENO RLTY CORP | $6,000 | +50.0% | 66 | 0.0% | 0.00% | 0.0% | |
TCBI | TEXAS CAP BANCSHARES INC | $6,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% | |
THO | Sell | THOR INDS INC | $7,000 | -30.0% | 64 | -21.0% | 0.00% | -50.0% |
UNF | UNIFIRST CORP MASS | $4,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
UAL | UNITED AIRLS HLDGS INC | $5,000 | -16.7% | 120 | 0.0% | 0.00% | 0.0% | |
UNM | UNUM GROUP | $4,000 | -20.0% | 183 | 0.0% | 0.00% | 0.0% | |
VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $5,000 | +25.0% | 22 | 0.0% | 0.00% | 0.0% | |
VSTM | VERASTEM INC | $9,000 | -35.7% | 4,533 | 0.0% | 0.00% | -50.0% | |
VIAC | New | VIACOMCBS INCcl b | $4,000 | – | 136 | +100.0% | 0.00% | – |
VICI | VICI PPTYS INC | $6,000 | +20.0% | 190 | 0.0% | 0.00% | 0.0% | |
WDFC | WD 40 CO | $5,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
WELL | Sell | WELLTOWER INC | $4,000 | -33.3% | 47 | -31.9% | 0.00% | 0.0% |
WPM | WHEATON PRECIOUS METALS CORP | $7,000 | +16.7% | 156 | 0.0% | 0.00% | 0.0% | |
WLL | WHITING PETE CORP NEW | $9,000 | +12.5% | 140 | 0.0% | 0.00% | 0.0% | |
DLS | WISDOMTREE TRintl smcap div | $8,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
WCLD | WISDOMTREE TR | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
YUM | YUM BRANDS INC | $6,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
YUMC | Sell | YUM CHINA HLDGS INC | $5,000 | -28.6% | 97 | -18.5% | 0.00% | 0.0% |
ADNT | ADIENT PLC | $5,000 | +25.0% | 95 | 0.0% | 0.00% | 0.0% | |
NVT | Sell | NVENT ELECTRIC PLC | $9,000 | -73.5% | 240 | -76.9% | 0.00% | -80.0% |
ST | SENSATA TECHNOLOGIES HLDG PL | $6,000 | +20.0% | 96 | 0.0% | 0.00% | 0.0% | |
WLTW | WILLIS TOWERS WATSON PLC LTD | $5,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
CB | CHUBB LIMITED | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
CNHI | New | CNH INDL N V | $6,000 | – | 302 | +100.0% | 0.00% | – |
RCL | New | ROYAL CARIBBEAN GROUP | $8,000 | – | 100 | +100.0% | 0.00% | – |
MSTR | New | MICROSTRATEGY INCcl a new | $3,000 | – | 5 | +100.0% | 0.00% | – |
MMSI | New | MERIT MED SYS INC | $0 | – | 6 | +100.0% | 0.00% | – |
MEDP | MEDPACE HLDGS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
MXL | New | MAXLINEAR INC | $1,000 | – | 11 | +100.0% | 0.00% | – |
HZO | MARINEMAX INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
MPC | MARATHON PETE CORP | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
FATE | Exit | FATE THERAPEUTICS INC | $0 | – | -5 | -100.0% | 0.00% | – |
MGTA | MAGENTA THERAPEUTICS INC | $0 | – | 50 | 0.0% | 0.00% | – | |
MSA | MSA SAFETY INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
LITE | LUMENTUM HLDGS INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
SLAB | SILICON LABORATORIES INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
CUK | CARNIVAL PLCadr | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
CAJ | CANON INCsponsored adr | $0 | – | 15 | 0.0% | 0.00% | – | |
CP | CANADIAN PAC RY LTD | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
CCMP | CMC MATERIALS INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
BFLY | Sell | BUTTERFLY NETWORK INC | $0 | -100.0% | 65 | -88.6% | 0.00% | -100.0% |
BMBL | BUMBLE INC | $1,000 | -50.0% | 40 | 0.0% | 0.00% | – | |
BNL | BROADSTONE NET LEASE INC | $3,000 | 0.0% | 138 | 0.0% | 0.00% | – | |
MNRL | BRIGHAM MINERALS INC | $2,000 | +100.0% | 74 | 0.0% | 0.00% | – | |
BBIO | Sell | BRIDGEBIO PHARMA INC | $0 | -100.0% | 6 | -53.8% | 0.00% | – |
WING | WINGSTOP INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
DLN | New | WISDOMTREE TRus largecap divd | $0 | – | 0 | +100.0% | 0.00% | – |
BKNG | BOOKING HOLDINGS INC | $2,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
BPMC | BLUEPRINT MEDICINES CORP | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
BL | BLACKLINE INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
BNS | Buy | BANK NOVA SCOTIA B C | $2,000 | +100.0% | 28 | +47.4% | 0.00% | – |
BBD | BANCO BRADESCO S Asp adr pfd new | $2,000 | 0.0% | 583 | 0.0% | 0.00% | – | |
BLL | New | BALL CORP | $2,000 | – | 22 | +100.0% | 0.00% | – |
BMI | Sell | BADGER METER INC | $3,000 | -94.3% | 28 | -94.7% | 0.00% | -100.0% |
ACB | AURORA CANNABIS INC | $0 | -100.0% | 83 | 0.0% | 0.00% | – | |
BAND | Exit | BANDWIDTH INC | $0 | – | -6 | -100.0% | 0.00% | – |
ATRC | ATRICURE INC | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
ATO | ATMOS ENERGY CORP | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | -100.0% | 2 | 0.0% | 0.00% | – | |
DBB | Exit | INVESCO DB MULTI-SECTOR COMMbase metals fd | $0 | – | -120 | -100.0% | 0.00% | – |
AMCR | Sell | AMCOR PLCord | $2,000 | -97.0% | 187 | -96.8% | 0.00% | -100.0% |
ASAN | ASANA INCcl a | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
BHVN | BIOHAVEN PHARMACTL HLDG CO L | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
ARVN | ARVINAS INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
BTWNU | BRIDGETOWN HOLDINGS LTDunit 10/15/2025 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
ARWR | ARROWHEAD PHARMACEUTICALS IN | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
APLE | APPLE HOSPITALITY REIT INC | $2,000 | 0.0% | 118 | 0.0% | 0.00% | – | |
HZNP | Sell | HORIZON THERAPEUTICS PUB L | $1,000 | -50.0% | 9 | -40.0% | 0.00% | – |
ICLR | ICON PLC | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
APPN | APPIAN CORPcl a | $0 | – | 5 | 0.0% | 0.00% | – | |
AMEH | APOLLO MED HLDGS INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,000 | -66.7% | 48 | -70.2% | 0.00% | -100.0% |
IBUY | Sell | AMPLIFY ETF TRonlin retl etf | $3,000 | -98.0% | 39 | -97.1% | 0.00% | -100.0% |
AEO | Buy | AMERICAN EAGLE OUTFITTERS IN | $1,000 | 0.0% | 39 | +77.3% | 0.00% | – |
AAT | Sell | AMERICAN ASSETS TR INC | $1,000 | -50.0% | 26 | -50.0% | 0.00% | – |
NCLH | NORWEGIAN CRUISE LINE HLDG L | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – | |
ALTO | ALTO INGREDIENTS INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
ALDX | ALDEYRA THERAPEUTICS INC | $0 | – | 24 | 0.0% | 0.00% | – | |
FTI | TECHNIPFMC PLC | $0 | – | 23 | 0.0% | 0.00% | – | |
ALK | ALASKA AIR GROUP INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $3,000 | -25.0% | 44 | +18.9% | 0.00% | -100.0% |
ADC | AGREE RLTY CORP | $3,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
LOGI | Buy | LOGITECH INTL S A | $2,000 | +100.0% | 25 | +92.3% | 0.00% | – |
ARKX | New | ARK ETF TRark space expl | $3,000 | – | 170 | +100.0% | 0.00% | – |
ARKF | New | ARK ETF TRfintech innova | $2,000 | – | 40 | +100.0% | 0.00% | – |
FVRR | FIVERR INTL LTD | $0 | -100.0% | 3 | 0.0% | 0.00% | – | |
IZRL | New | ARK ETF TRisrael inovate | $2,000 | – | 75 | +100.0% | 0.00% | – |
ALKT | Exit | ALKAMI TECHNOLOGY INC | $0 | – | -39 | -100.0% | 0.00% | – |
PRNT | New | ARK ETF TR3d printing etf | $2,000 | – | 50 | +100.0% | 0.00% | – |
ARKQ | New | ARK ETF TRautnmus technlgy | $2,000 | – | 30 | +100.0% | 0.00% | – |
GSL | Buy | GLOBAL SHIP LEASE INC NEW | $3,000 | 0.0% | 136 | +1.5% | 0.00% | – |
FST | Exit | FAST ACQUISITION CORP | $0 | – | -61 | -100.0% | 0.00% | – |
BJ | Exit | BJS WHSL CLUB HLDGS INC | $0 | – | -50 | -100.0% | 0.00% | – |
FTAI | Exit | FORTRESS TRANS INFRST INVS L | $0 | – | -19 | -100.0% | 0.00% | – |
Exit | JOBY AVIATION INC | $0 | – | -220 | -100.0% | 0.00% | – | |
NVTA | Exit | INVITAE CORP | $0 | – | -14 | -100.0% | 0.00% | – |
DRNA | Exit | DICERNA PHARMACEUTICALS INC | $0 | – | -16 | -100.0% | 0.00% | – |
MGA | Exit | MAGNA INTL INC | $0 | – | -28 | -100.0% | 0.00% | – |
CHGG | Exit | CHEGG INC | $0 | – | -15 | -100.0% | 0.00% | – |
Exit | ON HLDG AGnamen akt a | $0 | – | -75 | -100.0% | 0.00% | – | |
GMED | Exit | GLOBUS MED INCcl a | $0 | – | -37 | -100.0% | 0.00% | – |
Exit | TRAEGER INC | $0 | – | -150 | -100.0% | 0.00% | – | |
TAK | Exit | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | -56 | -100.0% | 0.00% | – |
SLV | Exit | ISHARES SILVER TRishares | $0 | – | -100 | -100.0% | 0.00% | – |
TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -10 | -100.0% | 0.00% | – |
MLCO | Exit | MELCO RESORTS AND ENTMNT LTDadr | $0 | – | -216 | -100.0% | 0.00% | – |
DNLI | Exit | DENALI THERAPEUTICS INC | $0 | – | -6 | -100.0% | 0.00% | – |
Exit | BERKSHIRE GREY INC | $0 | – | -472 | -100.0% | 0.00% | – | |
ASTS | Exit | AST SPACEMOBILE INC | $0 | – | -320 | -100.0% | 0.00% | – |
AVAV | Exit | AEROVIRONMENT INC | $0 | – | -5 | -100.0% | 0.00% | – |
BIB | Exit | PROSHARES TR | $0 | – | -1 | -100.0% | 0.00% | – |
NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -11 | -100.0% | 0.00% | – |
PMD | Exit | PSYCHEMEDICS CORP | $0 | – | -51 | -100.0% | 0.00% | – |
NARI | Exit | INARI MED INC | $0 | – | -5 | -100.0% | 0.00% | – |
EDIT | Exit | EDITAS MEDICINE INC | $0 | – | -5 | -100.0% | 0.00% | – |
LTCH | Exit | LATCH INC | $0 | – | -308 | -100.0% | 0.00% | – |
AEVA | Exit | AEVA TECHNOLOGIES INC | $0 | – | -400 | -100.0% | 0.00% | – |
PACB | Exit | PACIFIC BIOSCIENCES CALIF IN | $0 | – | -8 | -100.0% | 0.00% | – |
CONE | Exit | CYRUSONE INC | $0 | – | -25 | -100.0% | 0.00% | – |
SFIX | Exit | STITCH FIX INC | $0 | – | -20 | -100.0% | 0.00% | – |
CTAS | Exit | CINTAS CORP | $0 | – | -6 | -100.0% | 0.00% | – |
SUMO | Exit | SUMO LOGIC INC | $0 | – | -22 | -100.0% | 0.00% | – |
SNY | Exit | SANOFIsponsored adr | $0 | – | -43 | -100.0% | 0.00% | – |
PGNY | PROGYNY INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
PRO | Sell | PROS HOLDINGS INC | $0 | -100.0% | 7 | -68.2% | 0.00% | – |
PLUG | PLUG POWER INC | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
PLNT | PLANET FITNESS INCcl a | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
PINS | PINTEREST INCcl a | $1,000 | -50.0% | 35 | 0.0% | 0.00% | – | |
KWR | QUAKER HOUGHTON | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
QTWO | Buy | Q2 HLDGS INC | $1,000 | 0.0% | 12 | +33.3% | 0.00% | – |
PING | PING IDENTITY HLDG CORP | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
PENN | Sell | PENN NATL GAMING INC | $1,000 | -88.9% | 18 | -84.7% | 0.00% | -100.0% |
PEGA | PEGASYSTEMS INC | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
NMZ | Exit | NUVEEN MUN HIGH INCOME OPPOR | $0 | – | -100 | -100.0% | 0.00% | – |
RPD | Buy | RAPID7 INC | $1,000 | 0.0% | 6 | +20.0% | 0.00% | – |
PK | PARK HOTELS & RESORTS INC | $2,000 | 0.0% | 96 | 0.0% | 0.00% | – | |
REGN | REGENERON PHARMACEUTICALS | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $2,000 | -92.3% | 100 | -90.9% | 0.00% | -100.0% |
PJT | Buy | PJT PARTNERS INC | $1,000 | 0.0% | 19 | +58.3% | 0.00% | – |
OMI | OWENS & MINOR INC NEW | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
RSI | RUSH STREET INTERACTIVE INC | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
IX | ORIX CORPsponsored adr | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
OTEX | Buy | OPEN TEXT CORP | $3,000 | +50.0% | 55 | +27.9% | 0.00% | – |
OOMA | OOMA INC | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
OMCL | OMNICELL COM | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
NANR | New | SPDR INDEX SHS FDSs&p north amer | $1,000 | – | 30 | +100.0% | 0.00% | – |
XAR | New | SPDR SER TRaerospace def | $3,000 | – | 30 | +100.0% | 0.00% | – |
OKTA | OKTA INCcl a | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 8 | 0.0% | 0.00% | – | |
CLS | Exit | CELESTICA INC | $0 | – | -293 | -100.0% | 0.00% | – |
NVO | Sell | NOVO-NORDISK A Sadr | $2,000 | 0.0% | 14 | -36.4% | 0.00% | – |
NWS | NEWS CORP NEWcl b | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
NEO | Sell | NEOGENOMICS INC | $1,000 | -98.0% | 24 | -97.7% | 0.00% | -100.0% |
NTRA | NATERA INC | $0 | – | 4 | 0.0% | 0.00% | – | |
NIO | NIO INCspon ads | $0 | -100.0% | 15 | 0.0% | 0.00% | – | |
SBRA | Sell | SABRA HEALTH CARE REIT INC | $3,000 | -91.7% | 238 | -90.3% | 0.00% | -100.0% |
MDB | MONGODB INCcl a | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
BFS | SAUL CTRS INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
BCO | Exit | BRINKS CO | $0 | – | -10 | -100.0% | 0.00% | – |
SCHP | New | SCHWAB STRATEGIC TRus tips etf | $1,000 | – | 20 | +100.0% | 0.00% | – |
MGI | New | MONEYGRAM INTL INC | $1,000 | – | 78 | +100.0% | 0.00% | – |
MOMENTUS INC | $0 | – | 40 | 0.0% | 0.00% | – | ||
MICRO FOCUS INTL PLCspon adr new | $0 | – | 79 | 0.0% | 0.00% | – | ||
SMPL | SIMPLY GOOD FOODS CO | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
L | LOEWS CORP | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
DM | Exit | DESKTOP METAL INC | $0 | – | -480 | -100.0% | 0.00% | – |
SKLZ | SKILLZ INC | $0 | -100.0% | 61 | 0.0% | 0.00% | – | |
SMAR | New | SMARTSHEET INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
FWONA | LIBERTY MEDIA CORP DEL | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
LESL | Sell | LESLIES INC | $3,000 | -50.0% | 142 | -49.1% | 0.00% | -100.0% |
LSCC | LATTICE SEMICONDUCTOR CORP | $2,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
LADR | LADDER CAP CORPcl a | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
LPLA | LPL FINL HLDGS INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
SPT | SPROUT SOCIAL INC | $1,000 | -50.0% | 13 | 0.0% | 0.00% | – | |
New | KYNDRYL HLDGS INC | $3,000 | – | 178 | +100.0% | 0.00% | – | |
STAA | Sell | STAAR SURGICAL CO | $0 | -100.0% | 3 | -50.0% | 0.00% | – |
KURA | Sell | KURA ONCOLOGY INC | $0 | – | 2 | -88.2% | 0.00% | – |
KNSL | KINSALE CAP GROUP INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
SUM | SUMMIT MATLS INCcl a | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
KYN | Buy | KAYNE ANDERSON ENERGY INFRST | $2,000 | 0.0% | 306 | +0.3% | 0.00% | – |
KRTX | KARUNA THERAPEUTICS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
NOW | Exit | SERVICENOW INC | $0 | – | -1 | -100.0% | 0.00% | – |
KNDI | KANDI TECHNOLOGIES GROUP INC | $3,000 | -25.0% | 1,000 | 0.0% | 0.00% | -100.0% | |
RING | ISHARES INCmsci gbl gold mn | $2,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
MTUM | Buy | ISHARES TRmsci usa mmentm | $1,000 | – | 3 | +200.0% | 0.00% | – |
CMDY | ISHARES U S ETF TRbloomberg roll | $3,000 | -25.0% | 65 | 0.0% | 0.00% | -100.0% | |
IEI | Sell | ISHARES TR3 7 yr treas bd | $1,000 | -96.7% | 7 | -97.0% | 0.00% | -100.0% |
ACWX | ISHARES TRmsci acwi ex us | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
TASK | Buy | TASKUS INC | $1,000 | 0.0% | 22 | +46.7% | 0.00% | – |
ICLN | New | ISHARES TRgl clean ene etf | $2,000 | – | 100 | +100.0% | 0.00% | – |
TTGT | New | TECHTARGET INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
IQ | IQIYI INCsponsored ads | $1,000 | 0.0% | 115 | 0.0% | 0.00% | – | |
PYZ | New | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $1,000 | – | 15 | +100.0% | 0.00% | – |
THC | TENET HEALTHCARE CORP | $1,000 | – | 7 | 0.0% | 0.00% | – | |
ERTH | New | INVESCO EXCHANGE TRADED FD Tinvesco msci | $3,000 | – | 40 | +100.0% | 0.00% | – |
New | INVENTRUST PPTYS CORP | $2,000 | – | 82 | +100.0% | 0.00% | – | |
TGTX | TG THERAPEUTICS INC | $0 | – | 10 | 0.0% | 0.00% | – | |
SKIN | THE BEAUTY HEALTH COMPANY | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
NTLA | INTELLIA THERAPEUTICS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
THR | THERMON GROUP HLDGS INC | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
INSP | INSPIRE MED SYS INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
TLRY | TILRAY INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
TOL | TOLL BROTHERS INC | $3,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
INSM | INSMED INC | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
IMUX | IMMUNIC INC | $3,000 | 0.0% | 297 | 0.0% | 0.00% | – | |
TNL | TRAVEL PLUS LEISURE CO | $2,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
IEP | ICAHN ENTERPRISES LPdepositary unit | $0 | – | 5 | 0.0% | 0.00% | – | |
TREX | TREX CO INC | $2,000 | +100.0% | 13 | 0.0% | 0.00% | – | |
TPTX | Sell | TURNING POINT THERAPEUTICS I | $0 | -100.0% | 2 | -80.0% | 0.00% | – |
IAA | IAA INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
IIVI | II-VI INC | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
HGLB | HIGHLAND GLOBAL ALLOCATION F | $2,000 | 0.0% | 256 | 0.0% | 0.00% | – | |
JKHY | Sell | HENRY JACK & ASSOC INC | $3,000 | -98.4% | 20 | -98.2% | 0.00% | -100.0% |
HQY | HEALTHEQUITY INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
HROW | HARROW HEALTH INC | $3,000 | 0.0% | 337 | 0.0% | 0.00% | – | |
PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -27 | -100.0% | 0.00% | – |
HALO | Sell | HALOZYME THERAPEUTICS INC | $1,000 | 0.0% | 26 | -13.3% | 0.00% | – |
HDB | Sell | HDFC BANK LTDsponsored ads | $3,000 | -25.0% | 44 | -20.0% | 0.00% | -100.0% |
CDNA | Exit | CAREDX INC | $0 | – | -5 | -100.0% | 0.00% | – |
PAC | Sell | GRUPO AEROPUERTO DEL PACIFICspon adr b | $2,000 | 0.0% | 15 | -21.1% | 0.00% | – |
LAND | New | GLADSTONE LD CORP | $1,000 | – | 15 | +100.0% | 0.00% | – |
GAIN | Buy | GLADSTONE INVT CORP | $1,000 | 0.0% | 57 | +1.8% | 0.00% | – |
UEIC | Sell | UNIVERSAL ELECTRS INC | $0 | -100.0% | 4 | -77.8% | 0.00% | – |
KOD | Exit | KODIAK SCIENCES INC | $0 | – | -5 | -100.0% | 0.00% | – |
UPWK | UPWORK INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
FOXA | FOX CORP | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
FND | FLOOR & DECOR HLDGS INCcl a | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
FE | FIRSTENERGY CORP | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
FMO | Buy | FIDUCIARY CLAYMORE ENGRY INF | $2,000 | 0.0% | 161 | +2.5% | 0.00% | – |
FMAT | New | FIDELITY COVINGTON TRUSTmsci matls index | $3,000 | – | 50 | +100.0% | 0.00% | – |
FPI | New | FARMLAND PARTNERS INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
URNM | New | EXCHANGE TRADED CONCEPTS TRnorth shor gbl | $2,000 | – | 26 | +100.0% | 0.00% | – |
BLV | VANGUARD BD INDEX FDSlong term bond | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
BIV | VANGUARD BD INDEX FDSintermed term | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
EVH | EVOLENT HEALTH INCcl a | $1,000 | -50.0% | 49 | 0.0% | 0.00% | – | |
EVRI | Buy | EVERI HLDGS INC | $2,000 | 0.0% | 98 | +40.0% | 0.00% | – |
EVBG | EVERBRIDGE INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
ENTG | ENTEGRIS INC | $3,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
ENSG | ENSIGN GROUP INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
ENLC | ENLINK MIDSTREAM LLC | $0 | – | 50 | 0.0% | 0.00% | – | |
EGP | EASTGROUP PPTYS INC | $2,000 | +100.0% | 7 | 0.0% | 0.00% | – | |
EVOP | EVO PMTS INC | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
BDRY | New | ETF MANAGERS GRP COMMDTY TRbreakwave dry | $1,000 | – | 50 | +100.0% | 0.00% | – |
DKNG | Sell | DRAFTKINGS INC | $2,000 | -50.0% | 60 | -33.3% | 0.00% | -100.0% |
VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
CHAD | New | DIREXION SHS ETF TRcsi300 china1x | $1,000 | – | 60 | +100.0% | 0.00% | – |
APPS | Buy | DIGITAL TURBINE INC | $1,000 | 0.0% | 19 | +35.7% | 0.00% | – |
DLR | DIGITAL RLTY TR INC | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
DRH | DIAMONDROCK HOSPITALITY CO | $1,000 | 0.0% | 132 | 0.0% | 0.00% | – | |
VNQ | VANGUARD INDEX FDSreal estate etf | $2,000 | +100.0% | 13 | 0.0% | 0.00% | – | |
DELL | DELL TECHNOLOGIES INCcl c | $1,000 | -50.0% | 16 | 0.0% | 0.00% | – | |
DHI | Buy | D R HORTON INC | $3,000 | +50.0% | 30 | +36.4% | 0.00% | – |
DNP | DNP SELECT INCOME FD INC | $1,000 | 0.0% | 120 | 0.0% | 0.00% | – | |
CYRX | CRYOPORT INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
CPNG | COUPANG INCcl a | $2,000 | 0.0% | 85 | 0.0% | 0.00% | – | |
COUP | COUPA SOFTWARE INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
WISH | Sell | CONTEXTLOGIC INC | $0 | – | 40 | -50.0% | 0.00% | – |
ROAD | CONSTRUCTION PARTNERS INC | $3,000 | -25.0% | 115 | 0.0% | 0.00% | -100.0% | |
COP | CONOCOPHILLIPS | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
VMEO | VIMEO INC | $1,000 | -50.0% | 58 | 0.0% | 0.00% | – | |
SPCE | New | VIRGIN GALACTIC HOLDINGS INC | $1,000 | – | 80 | +100.0% | 0.00% | – |
CNMD | CONMED CORP | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
CFX | New | COLFAX CORP | $1,000 | – | 11 | +100.0% | 0.00% | – |
NFJ | VIRTUS DIVIDEND INTEREST & P | $3,000 | 0.0% | 214 | 0.0% | 0.00% | – | |
VMW | New | VMWARE INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
NET | CLOUDFLARE INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
CHH | CHOICE HOTELS INTL INC | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $3,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
VRM | VROOM INC | $1,000 | -50.0% | 89 | 0.0% | 0.00% | – | |
GTLS | CHART INDS INC | $3,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
WPP | Sell | WPP PLC NEWadr | $2,000 | 0.0% | 20 | -41.2% | 0.00% | – |
WAB | WABTEC | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
CELH | CELSIUS HLDGS INC | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
SAVA | New | CASSAVA SCIENCES INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
CASY | CASEYS GEN STORES INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
CWST | CASELLA WASTE SYS INCcl a | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
DMYI | Exit | DMY TECHNOLOGY GROUP INC III | $0 | – | -400 | -100.0% | -0.00% | – |
UGA | Exit | UNITED STS GASOLINE FD LPunits | $0 | – | -242 | -100.0% | -0.00% | – |
MLM | Exit | MARTIN MARIETTA MATLS INC | $0 | – | -14 | -100.0% | -0.00% | – |
NTNX | Exit | NUTANIX INCcl a | $0 | – | -116 | -100.0% | -0.00% | – |
PGR | Exit | PROGRESSIVE CORP | $0 | – | -54 | -100.0% | -0.00% | – |
J | Exit | JACOBS ENGR GROUP INC | $0 | – | -40 | -100.0% | -0.00% | – |
MBB | Exit | ISHARES TRmbs etf | $0 | – | -48 | -100.0% | -0.00% | – |
ONEQ | Exit | FIDELITY COMWLTH TR | $0 | – | -100 | -100.0% | -0.00% | – |
PMAY | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -277 | -100.0% | -0.00% | – |
BNOV | Exit | INNOVATOR ETFS TRus eqty buf nov | $0 | – | -255 | -100.0% | -0.00% | – |
PNOV | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -267 | -100.0% | -0.00% | – |
STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -45 | -100.0% | -0.00% | – |
Exit | DUTCH BROS INCcl a | $0 | – | -100 | -100.0% | -0.00% | – | |
FAF | Exit | FIRST AMERN FINL CORP | $0 | – | -132 | -100.0% | -0.00% | – |
Exit | MATTERPORT INC | $0 | – | -256 | -100.0% | -0.00% | – | |
THS | Exit | TREEHOUSE FOODS INC | $0 | – | -138 | -100.0% | -0.00% | – |
BUZZ | Exit | VANECK ETF TRUSTsocial sentiment | $0 | – | -373 | -100.0% | -0.00% | – |
QRVO | Exit | QORVO INC | $0 | – | -30 | -100.0% | -0.00% | – |
STEM | Exit | STEM INC | $0 | – | -235 | -100.0% | -0.00% | – |
LGFB | Exit | LIONS GATE ENTMNT CORPcl b non vtg | $0 | – | -728 | -100.0% | -0.00% | – |
LPSN | Exit | LIVEPERSON INC | $0 | – | -64 | -100.0% | -0.00% | – |
BLOK | Exit | AMPLIFY ETF TRblockchain ldr | $0 | – | -100 | -100.0% | -0.00% | – |
BJUL | Exit | INNOVATOR ETFS TRus eqty bufr jul | $0 | – | -385 | -100.0% | -0.00% | – |
BJUN | Exit | INNOVATOR ETFS TRus eqty bufr jun | $0 | – | -340 | -100.0% | -0.00% | – |
RBLX | Exit | ROBLOX CORPcl a | $0 | – | -145 | -100.0% | -0.00% | – |
LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -28 | -100.0% | -0.00% | – |
IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -72 | -100.0% | -0.00% | – |
UAUG | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -530 | -100.0% | -0.00% | – |
LX | Exit | LEXINFINTECH HLDGS LTDadr | $0 | – | -2,500 | -100.0% | -0.00% | – |
IVOL | Exit | KRANESHARES TRquadrtc int rt | $0 | – | -504 | -100.0% | -0.00% | – |
UFEB | Exit | INNOVATOR ETFS TRs&p 500 ultra | $0 | – | -550 | -100.0% | -0.00% | – |
DGII | Exit | DIGI INTL INC | $0 | – | -500 | -100.0% | -0.00% | – |
YETI | Exit | YETI HLDGS INC | $0 | – | -127 | -100.0% | -0.00% | – |
QLD | Exit | PROSHARES TR | $0 | – | -164 | -100.0% | -0.00% | – |
TRTN | Exit | TRITON INTL LTDcl a | $0 | – | -250 | -100.0% | -0.00% | – |
NUAN | Exit | NUANCE COMMUNICATIONS INC | $0 | – | -244 | -100.0% | -0.00% | – |
PACK | Exit | RANPAK HOLDINGS CORP | $0 | – | -509 | -100.0% | -0.00% | – |
UJAN | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -486 | -100.0% | -0.00% | – |
UMAY | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -540 | -100.0% | -0.00% | – |
DNOW | Exit | NOW INC | $0 | – | -1,584 | -100.0% | -0.00% | – |
DB | Exit | DEUTSCHE BANK A Gnamen akt | $0 | – | -1,200 | -100.0% | -0.00% | – |
UAPR | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -590 | -100.0% | -0.00% | – |
XBAP | Exit | INNOVATOR ETFS TRus equity accele | $0 | – | -680 | -100.0% | -0.00% | – |
BAPR | Exit | INNOVATOR ETFS TRus eqt bufr apr | $0 | – | -565 | -100.0% | -0.00% | – |
PSEP | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -613 | -100.0% | -0.00% | – |
MRNA | Exit | MODERNA INC | $0 | – | -41 | -100.0% | -0.00% | – |
QRTEA | Exit | QURATE RETAIL INC | $0 | – | -1,810 | -100.0% | -0.00% | – |
ZION | Exit | ZIONS BANCORPORATION N A | $0 | – | -330 | -100.0% | -0.00% | – |
USEP | Exit | INNOVATOR ETFS TRus eqty ultra b | $0 | – | -643 | -100.0% | -0.00% | – |
TSOC | Exit | INNOVATOR ETFS TRtriple stker oct | $0 | – | -589 | -100.0% | -0.00% | – |
BFEB | Exit | INNOVATOR ETFS TRus eqty bufr feb | $0 | – | -645 | -100.0% | -0.00% | – |
ETO | Exit | EATON VANCE TAX-ADVANTAGED G | $0 | – | -668 | -100.0% | -0.00% | – |
INFL | Exit | LISTED FD TRhorizon kinetics | $0 | – | -652 | -100.0% | -0.00% | – |
PII | Exit | POLARIS INC | $0 | – | -150 | -100.0% | -0.00% | – |
USO | Exit | UNITED STS OIL FD LPunits | $0 | – | -310 | -100.0% | -0.00% | – |
KAPR | Exit | INNOVATOR ETFS TRus sml cp pwr et | $0 | – | -590 | -100.0% | -0.00% | – |
WETF | Exit | WISDOMTREE INVTS INC | $0 | – | -3,000 | -100.0% | -0.00% | – |
XTL | Exit | SPDR SER TR | $0 | – | -281 | -100.0% | -0.00% | – |
BEPC | Exit | BROOKFIELD RENEWABLE CORPcl a sub vtg | $0 | – | -600 | -100.0% | -0.00% | – |
ELAN | Exit | ELANCO ANIMAL HEALTH INC | $0 | – | -750 | -100.0% | -0.00% | – |
ACES | Exit | ALPS ETF TRclean energy | $0 | – | -330 | -100.0% | -0.00% | – |
BEP | Exit | BROOKFIELD RENEWABLE PARTNERpartnership unit | $0 | – | -750 | -100.0% | -0.00% | – |
BMAY | Exit | INNOVATOR ETFS TRus eqty bufr mar | $0 | – | -761 | -100.0% | -0.00% | – |
UMAR | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -1,107 | -100.0% | -0.01% | – |
ILF | Exit | ISHARES TRlatn amer 40 etf | $0 | – | -1,236 | -100.0% | -0.01% | – |
FEYE | Exit | FIREEYE INC | $0 | – | -1,933 | -100.0% | -0.01% | – |
ROM | Exit | PROSHARES TR | $0 | – | -372 | -100.0% | -0.01% | – |
IDXX | Exit | IDEXX LABS INC | $0 | – | -57 | -100.0% | -0.01% | – |
INTZ | Exit | INTRUSION INC | $0 | – | -8,919 | -100.0% | -0.01% | – |
EWZ | Exit | ISHARES INCmsci brazil etf | $0 | – | -1,104 | -100.0% | -0.01% | – |
USD | Exit | PROSHARES TR | $0 | – | -1,033 | -100.0% | -0.01% | – |
PMAR | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -1,133 | -100.0% | -0.01% | – |
WFC | Exit | WELLS FARGO CO NEWput | $0 | – | -14,500 | -100.0% | -0.01% | – |
JAMF | Exit | JAMF HLDG CORP | $0 | – | -1,200 | -100.0% | -0.01% | – |
DEM | Exit | WISDOMTREE TRemer mkt high fd | $0 | – | -1,000 | -100.0% | -0.01% | – |
AM | Exit | ANTERO MIDSTREAM CORP | $0 | – | -4,371 | -100.0% | -0.01% | – |
PJUN | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -1,432 | -100.0% | -0.01% | – |
XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -643 | -100.0% | -0.01% | – |
DRN | Exit | DIREXION SHS ETF TRdly r/e bull3x | $0 | – | -1,973 | -100.0% | -0.01% | – |
NJUL | Exit | INNOVATOR ETFS TRgrwt100 pwr buf | $0 | – | -980 | -100.0% | -0.01% | – |
SPRO | Exit | SPERO THERAPEUTICS INC | $0 | – | -2,500 | -100.0% | -0.01% | – |
UJUL | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -1,725 | -100.0% | -0.01% | – |
AAL | Exit | AMERICAN AIRLS GROUP INC | $0 | – | -2,145 | -100.0% | -0.01% | – |
GLW | Exit | CORNING INC | $0 | – | -1,400 | -100.0% | -0.01% | – |
SSO | Exit | PROSHARES TR | $0 | – | -420 | -100.0% | -0.01% | – |
EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -500 | -100.0% | -0.01% | – |
TNC | Exit | TENNANT CO | $0 | – | -675 | -100.0% | -0.01% | – |
UJUN | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -1,768 | -100.0% | -0.01% | – |
BCYP | Exit | BIG CYPRESS ACQUISITION CORP | $0 | – | -5,000 | -100.0% | -0.01% | – |
GKOS | Exit | GLAUKOS CORP | $0 | – | -1,000 | -100.0% | -0.01% | – |
RETL | Exit | DIREXION SHS ETF TRretail bull 3x | $0 | – | -258 | -100.0% | -0.01% | – |
LNT | Exit | ALLIANT ENERGY CORP | $0 | – | -1,050 | -100.0% | -0.01% | – |
SOXL | Exit | DIREXION SHS ETF TRdly scond 3xbu | $0 | – | -1,350 | -100.0% | -0.01% | – |
CREE | Exit | CREE INC | $0 | – | -736 | -100.0% | -0.01% | – |
BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -972 | -100.0% | -0.01% | – |
TNA | Exit | DIREXION SHS ETF TRdly smcap bull3x | $0 | – | -679 | -100.0% | -0.01% | – |
MIDU | Exit | DIREXION SHS ETF TRdly midcap etf3x | $0 | – | -982 | -100.0% | -0.01% | – |
ALL | Exit | ALLSTATE CORP | $0 | – | -608 | -100.0% | -0.01% | – |
COR | Exit | CORESITE RLTY CORP | $0 | – | -519 | -100.0% | -0.01% | – |
UDEC | Exit | INNOVATOR ETFS TRus eqty ultra b | $0 | – | -2,510 | -100.0% | -0.01% | – |
DBOC | Exit | INNOVATOR ETFS TRdouble stackr 9 | $0 | – | -2,832 | -100.0% | -0.01% | – |
CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -1,100 | -100.0% | -0.02% | – |
FAST | Exit | FASTENAL CO | $0 | – | -2,000 | -100.0% | -0.02% | – |
TECH | Exit | BIO-TECHNE CORP | $0 | – | -200 | -100.0% | -0.02% | – |
MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -425 | -100.0% | -0.02% | – |
BDEC | Exit | INNOVATOR ETFS TRus eqty buf dec | $0 | – | -3,165 | -100.0% | -0.02% | – |
MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -2,000 | -100.0% | -0.02% | – |
LFUS | Exit | LITTELFUSE INC | $0 | – | -425 | -100.0% | -0.02% | – |
NVCR | Exit | NOVOCURE LTD | $0 | – | -1,000 | -100.0% | -0.02% | – |
FBHS | Exit | FORTUNE BRANDS HOME & SEC IN | $0 | – | -1,366 | -100.0% | -0.02% | – |
HRL | Exit | HORMEL FOODS CORP | $0 | – | -3,750 | -100.0% | -0.02% | – |
RPM | Exit | RPM INTL INC | $0 | – | -2,080 | -100.0% | -0.03% | – |
TRMB | Exit | TRIMBLE INC | $0 | – | -1,956 | -100.0% | -0.03% | – |
ROL | Exit | ROLLINS INC | $0 | – | -4,817 | -100.0% | -0.03% | – |
BRO | Exit | BROWN & BROWN INC | $0 | – | -3,285 | -100.0% | -0.03% | – |
PSCT | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $0 | – | -1,352 | -100.0% | -0.03% | – |
NDSN | Exit | NORDSON CORP | $0 | – | -854 | -100.0% | -0.03% | – |
ENBL | Exit | ENABLE MIDSTREAM PARTNERS LP | $0 | – | -24,219 | -100.0% | -0.03% | – |
CDAY | Exit | CERIDIAN HCM HLDG INC | $0 | – | -1,832 | -100.0% | -0.03% | – |
DCI | Exit | DONALDSON INC | $0 | – | -4,000 | -100.0% | -0.04% | – |
FUL | Exit | FULLER H B CO | $0 | – | -3,600 | -100.0% | -0.04% | – |
XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,907 | -100.0% | -0.05% | – |
XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,640 | -100.0% | -0.05% | – |
EWSC | Exit | INVESCO EXCHANGE TRADED FD Ts&p sml 600 eq | $0 | – | -5,795 | -100.0% | -0.08% | – |
NUSI | Exit | ETF SER SOLUTIONSnationwide rsk | $0 | – | -17,621 | -100.0% | -0.08% | – |
TTC | Exit | TORO CO | $0 | – | -7,525 | -100.0% | -0.12% | – |
RAVN | Exit | RAVEN INDS INC | $0 | – | -69,899 | -100.0% | -0.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 32 | Q3 2023 | 4.7% |
SPDR S&P 500 ETF TR | 32 | Q3 2023 | 5.5% |
SPDR GOLD TRUST | 32 | Q3 2023 | 4.1% |
ISHARES TR | 32 | Q3 2023 | 4.2% |
ISHARES TR | 32 | Q3 2023 | 3.8% |
EXXON MOBIL CORP | 32 | Q3 2023 | 2.1% |
APPLE INC | 32 | Q3 2023 | 1.8% |
BERKSHIRE HATHAWAY INC DEL | 32 | Q3 2023 | 4.7% |
WELLS FARGO CO NEW | 32 | Q3 2023 | 1.9% |
MICROSOFT CORP | 32 | Q3 2023 | 1.4% |
View INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-08 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-08 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-14 |
View INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.