$898 Million is the total value of Cornerstone Wealth Management, LLC's 443 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 12.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $50,560,000 | +1.9% | 365,847 | +0.8% | 5.63% | +2.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $41,759,000 | -2.2% | 116,434 | +3.3% | 4.65% | -1.8% |
| BBUS | Sell | J P MORGAN EXCHANGE TRADED Fbetabuildrs us | $37,547,000 | -10.0% | 583,579 | -5.2% | 4.18% | -9.6% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $30,058,000 | -5.3% | 779,515 | -2.5% | 3.35% | -4.8% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $29,470,000 | +105.5% | 413,144 | +116.8% | 3.28% | +106.4% |
| USMV | Buy | ISHARES TRmsci usa min vol | $20,390,000 | -5.8% | 308,471 | +0.0% | 2.27% | -5.4% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $19,112,000 | +0.7% | 455,155 | +6.3% | 2.13% | +1.1% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $16,721,000 | -16.0% | 365,331 | -5.2% | 1.86% | -15.6% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $14,832,000 | -7.9% | 165,319 | -2.2% | 1.65% | -7.6% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $14,223,000 | -5.2% | 79,251 | -0.4% | 1.58% | -4.8% |
| MSFT | Buy | MICROSOFT CORP | $13,163,000 | -7.5% | 56,519 | +2.0% | 1.47% | -7.1% |
| IQDG | Sell | WISDOMTREE TRintl qulty div | $12,944,000 | -12.8% | 491,964 | -1.8% | 1.44% | -12.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $12,504,000 | -12.1% | 99,041 | +0.1% | 1.39% | -11.7% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $11,016,000 | -18.4% | 41,217 | -14.4% | 1.23% | -18.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $9,271,000 | +4.1% | 25,955 | +10.0% | 1.03% | +4.6% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $9,255,000 | -8.0% | 68,478 | -2.3% | 1.03% | -7.6% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $9,166,000 | -7.7% | 210,511 | -1.7% | 1.02% | -7.2% |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $9,140,000 | +16.2% | 437,968 | +16.6% | 1.02% | +16.7% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $9,033,000 | +14.6% | 443,016 | +16.5% | 1.01% | +15.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $8,971,000 | -5.4% | 72,651 | +1.0% | 1.00% | -4.9% |
| AMZN | Buy | AMAZON COM INC | $8,874,000 | +14.8% | 78,531 | +7.9% | 0.99% | +15.3% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $8,515,000 | +21.1% | 330,054 | +35.3% | 0.95% | +21.5% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $8,427,000 | -6.0% | 111,355 | -0.6% | 0.94% | -5.6% |
| CALF | Buy | PACER FDS TRpacer us small | $8,429,000 | +7.0% | 259,351 | +11.0% | 0.94% | +7.4% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $7,941,000 | -9.0% | 221,867 | -1.3% | 0.88% | -8.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $7,408,000 | -4.0% | 51,662 | +0.3% | 0.82% | -3.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $6,916,000 | -3.3% | 32,327 | +0.7% | 0.77% | -2.9% |
| BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $6,832,000 | -0.9% | 322,584 | -0.8% | 0.76% | -0.4% |
| DGRO | Buy | ISHARES TRcore div grwth | $6,636,000 | +7.5% | 149,215 | +15.2% | 0.74% | +8.0% |
| ALTL | Buy | PACER FDS TRlunt lrg cp altr | $6,367,000 | -0.5% | 177,739 | +13.7% | 0.71% | 0.0% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $6,153,000 | -10.1% | 21,417 | -3.7% | 0.68% | -9.7% |
| XOM | Buy | EXXON MOBIL CORP | $6,131,000 | +5.0% | 70,218 | +3.0% | 0.68% | +5.6% |
| ILCG | Buy | ISHARES TRmorningstar grwt | $6,126,000 | +7.3% | 126,948 | +11.4% | 0.68% | +7.7% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $5,510,000 | +2.3% | 109,979 | +6.8% | 0.61% | +2.7% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $5,430,000 | -6.4% | 73,899 | -1.1% | 0.60% | -5.9% |
| BX | Buy | BLACKSTONE INC | $5,373,000 | -7.8% | 64,197 | +0.5% | 0.60% | -7.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $5,355,000 | -2.8% | 32,782 | +5.6% | 0.60% | -2.5% |
| SDY | Buy | SPDR SER TRs&p divid etf | $5,312,000 | -3.6% | 47,639 | +2.6% | 0.59% | -3.3% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $5,158,000 | +13.5% | 206,726 | +19.9% | 0.57% | +13.9% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $4,924,000 | -5.5% | 126,646 | -0.6% | 0.55% | -5.2% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $4,783,000 | -0.3% | 63,929 | +2.3% | 0.53% | +0.2% |
| WMT | Buy | WALMART INC | $4,773,000 | +12.0% | 36,801 | +5.0% | 0.53% | +12.5% |
| KO | Buy | COCA COLA CO | $4,702,000 | -5.3% | 83,932 | +6.4% | 0.52% | -4.7% |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $4,695,000 | +2.9% | 97,732 | +10.1% | 0.52% | +3.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $4,529,000 | -5.9% | 20,655 | -3.0% | 0.50% | -5.6% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $4,134,000 | -0.5% | 29,791 | +6.3% | 0.46% | 0.0% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $4,016,000 | -5.5% | 101,069 | -0.1% | 0.45% | -5.1% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $3,972,000 | +37.4% | 79,008 | +36.5% | 0.44% | +38.1% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $3,956,000 | +2.0% | 63,816 | +12.9% | 0.44% | +2.3% |
| FXG | New | FIRST TR EXCHANGE TRADED FDconsumr staple | $3,940,000 | – | 69,281 | +100.0% | 0.44% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,870,000 | -4.6% | 40,457 | +2072.8% | 0.43% | -4.2% |
| RODM | Buy | LATTICE STRATEGIES TRhartford mlt etf | $3,863,000 | +0.6% | 177,693 | +15.2% | 0.43% | +0.9% |
| DON | Buy | WISDOMTREE TRus midcap divid | $3,832,000 | -3.1% | 101,722 | +0.2% | 0.43% | -2.5% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $3,790,000 | -0.4% | 63,172 | +5.7% | 0.42% | 0.0% |
| LPLA | Buy | LPL FINL HLDGS INC | $3,725,000 | +20.7% | 17,047 | +1.9% | 0.42% | +21.3% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $3,706,000 | +87.7% | 62,480 | +87.9% | 0.41% | +88.6% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $3,428,000 | +46.2% | 71,213 | +51.7% | 0.38% | +46.9% |
| LOW | Buy | LOWES COS INC | $3,422,000 | +17.5% | 18,221 | +9.3% | 0.38% | +18.0% |
| TSLA | Buy | TESLA INC | $3,404,000 | +30.3% | 12,832 | +230.9% | 0.38% | +30.7% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $3,359,000 | -1.5% | 97,404 | +5.2% | 0.37% | -1.1% |
| MUB | Buy | ISHARES TRnational mun etf | $3,327,000 | +13.2% | 32,429 | +17.3% | 0.37% | +13.5% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $3,315,000 | -3.5% | 22,749 | +1.5% | 0.37% | -3.1% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $3,237,000 | +1.1% | 16,588 | +2.0% | 0.36% | +1.4% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $3,237,000 | +12.2% | 40,237 | +8.3% | 0.36% | +12.5% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $3,205,000 | -4.4% | 26,465 | +1.3% | 0.36% | -4.0% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $3,190,000 | +17.6% | 101,850 | +22.6% | 0.36% | +17.9% |
| CVX | Sell | CHEVRON CORP NEW | $3,193,000 | -4.6% | 22,223 | -3.8% | 0.36% | -4.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,170,000 | -4.1% | 11,873 | -1.9% | 0.35% | -3.6% |
| ITM | Buy | VANECK ETF TRUSTintrmdt muni etf | $3,081,000 | +53.1% | 70,779 | +60.5% | 0.34% | +53.8% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $3,039,000 | -6.9% | 45,758 | -1.9% | 0.34% | -6.6% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $3,027,000 | +6.4% | 60,398 | +9.3% | 0.34% | +7.0% |
| GPC | Buy | GENUINE PARTS CO | $2,755,000 | +24.3% | 18,450 | +10.8% | 0.31% | +24.8% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,756,000 | +3.8% | 16,128 | +7.0% | 0.31% | +4.4% |
| IDHQ | Buy | INVESCO EXCH TRADED FD TR IIs&p intl qulty | $2,732,000 | -9.2% | 129,288 | +2.5% | 0.30% | -9.0% |
| ED | Buy | CONSOLIDATED EDISON INC | $2,725,000 | -2.8% | 31,771 | +7.8% | 0.30% | -2.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,595,000 | -2.8% | 29,761 | +3.0% | 0.29% | -2.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,574,000 | -6.1% | 26,770 | +2036.5% | 0.29% | -5.6% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $2,568,000 | -18.2% | 82,725 | -8.3% | 0.29% | -17.8% |
| PFE | Buy | PFIZER INC | $2,550,000 | -16.3% | 58,276 | +0.3% | 0.28% | -16.0% |
| EMR | Buy | EMERSON ELEC CO | $2,527,000 | +2.2% | 34,509 | +11.0% | 0.28% | +2.6% |
| ONEQ | Sell | FIDELITY COMWLTH TR | $2,510,000 | -5.4% | 60,576 | -1.5% | 0.28% | -5.1% |
| MTB | Buy | M & T BK CORP | $2,466,000 | +25.5% | 13,987 | +13.5% | 0.28% | +26.1% |
| GWW | Buy | GRAINGER W W INC | $2,460,000 | +18.9% | 5,028 | +10.4% | 0.27% | +19.7% |
| PWB | Buy | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $2,462,000 | +13.6% | 43,229 | +17.1% | 0.27% | +14.2% |
| T | Buy | AT&T INC | $2,417,000 | -26.8% | 157,594 | +0.0% | 0.27% | -26.5% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $2,373,000 | +19.5% | 59,066 | +25.5% | 0.26% | +20.0% |
| AFL | Buy | AFLAC INC | $2,371,000 | +14.3% | 42,184 | +12.5% | 0.26% | +14.8% |
| KNG | Buy | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $2,315,000 | -7.0% | 50,774 | +0.2% | 0.26% | -6.5% |
| JQUA | Buy | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $2,307,000 | +7.5% | 65,838 | +14.2% | 0.26% | +8.0% |
| ABBV | Buy | ABBVIE INC | $2,293,000 | -9.6% | 17,082 | +3.1% | 0.26% | -9.3% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $2,220,000 | +3.7% | 20,189 | +8.7% | 0.25% | +4.2% |
| DIS | Buy | DISNEY WALT CO | $2,220,000 | +9.0% | 23,534 | +9.1% | 0.25% | +9.3% |
| NDSN | Buy | NORDSON CORP | $2,152,000 | +19.2% | 10,136 | +13.7% | 0.24% | +20.0% |
| AWR | Buy | AMER STATES WTR CO | $2,110,000 | +8.9% | 27,064 | +13.8% | 0.24% | +9.3% |
| PH | Buy | PARKER-HANNIFIN CORP | $2,029,000 | +12.6% | 8,375 | +14.4% | 0.23% | +13.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,024,000 | -9.7% | 19,373 | -2.7% | 0.22% | -9.6% |
| V | Buy | VISA INC | $2,019,000 | -6.4% | 11,368 | +3.7% | 0.22% | -5.9% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $1,996,000 | +9.0% | 32,015 | +13.8% | 0.22% | +9.4% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $1,963,000 | -5.4% | 57,646 | -0.0% | 0.22% | -4.8% |
| DOV | Buy | DOVER CORP | $1,935,000 | +11.6% | 16,598 | +16.2% | 0.22% | +12.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $1,854,000 | -12.8% | 23,131 | -0.9% | 0.21% | -12.7% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $1,840,000 | +16.9% | 38,558 | +21.3% | 0.20% | +17.8% |
| AVUV | Sell | AMERICAN CENTY ETF TRus sml cp valu | $1,836,000 | -5.6% | 27,763 | -2.4% | 0.20% | -5.6% |
| FB | Buy | META PLATFORMS INCcl a | $1,797,000 | -14.4% | 13,243 | +1.7% | 0.20% | -14.2% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $1,795,000 | -5.5% | 59,131 | -2.1% | 0.20% | -4.8% |
| BA | Buy | BOEING CO | $1,750,000 | +22.6% | 14,454 | +38.5% | 0.20% | +23.4% |
| AEE | Buy | AMEREN CORP | $1,755,000 | -10.8% | 21,794 | +0.1% | 0.20% | -10.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,735,000 | -3.3% | 3,674 | -1.9% | 0.19% | -3.0% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $1,724,000 | +173.2% | 86,429 | +180.1% | 0.19% | +174.3% |
| MRK | Buy | MERCK & CO INC | $1,722,000 | -2.8% | 19,992 | +2.9% | 0.19% | -2.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,683,000 | -14.0% | 14,166 | -7.9% | 0.19% | -13.8% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $1,665,000 | -10.1% | 24,869 | -3.5% | 0.18% | -9.8% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,666,000 | -14.3% | 10,315 | -3.1% | 0.18% | -14.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,618,000 | -0.7% | 9,813 | +2.0% | 0.18% | -0.6% |
| PEP | Buy | PEPSICO INC | $1,605,000 | +1.6% | 9,833 | +3.7% | 0.18% | +2.3% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,605,000 | -3.4% | 22,287 | -4.0% | 0.18% | -2.7% |
| ESGU | Sell | ISHARES TResg awr msci usa | $1,567,000 | -5.7% | 19,730 | -0.3% | 0.17% | -5.4% |
| EFX | EQUIFAX INC | $1,549,000 | -6.2% | 9,035 | 0.0% | 0.17% | -6.0% | |
| HIPS | Buy | GRANITESHARES ETF TRhips us high inc | $1,487,000 | -1.4% | 129,171 | +5.8% | 0.17% | -0.6% |
| CVS | Buy | CVS HEALTH CORP | $1,454,000 | +3.6% | 15,245 | +0.7% | 0.16% | +3.8% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $1,450,000 | -9.0% | 19,095 | -3.3% | 0.16% | -9.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,436,000 | -9.0% | 5,052 | +1.0% | 0.16% | -8.6% |
| COP | Sell | CONOCOPHILLIPS | $1,429,000 | +13.1% | 13,963 | -0.7% | 0.16% | +13.6% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,420,000 | -4.4% | 17,147 | +0.8% | 0.16% | -4.2% |
| NVDA | Sell | NVIDIA CORPORATION | $1,423,000 | -20.5% | 11,726 | -0.7% | 0.16% | -20.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,393,000 | +6.5% | 7,408 | +11.5% | 0.16% | +6.9% |
| JIG | Buy | J P MORGAN EXCHANGE TRADED Finternl gwt | $1,374,000 | +5.8% | 29,230 | +16.2% | 0.15% | +6.2% |
| HD | Sell | HOME DEPOT INC | $1,356,000 | -0.5% | 4,914 | -1.1% | 0.15% | 0.0% |
| MCD | Sell | MCDONALDS CORP | $1,302,000 | -7.5% | 5,641 | -1.1% | 0.14% | -7.1% |
| MO | Buy | ALTRIA GROUP INC | $1,293,000 | +0.8% | 32,024 | +4.3% | 0.14% | +1.4% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,294,000 | -5.7% | 13,947 | +4.9% | 0.14% | -5.3% |
| GIS | Sell | GENERAL MLS INC | $1,277,000 | +1.1% | 16,666 | -0.4% | 0.14% | +1.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,229,000 | -18.0% | 10,344 | -2.6% | 0.14% | -17.5% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $1,229,000 | +3.4% | 5,495 | +8.9% | 0.14% | +3.8% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,216,000 | -12.5% | 33,454 | -1.8% | 0.14% | -12.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,197,000 | -18.7% | 32,802 | -7.2% | 0.13% | -18.4% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,196,000 | +130.9% | 20,676 | +147.4% | 0.13% | +133.3% |
| FPX | Buy | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $1,175,000 | +10.0% | 14,503 | +11.6% | 0.13% | +11.0% |
| USB | Sell | US BANCORP DEL | $1,153,000 | -17.3% | 28,584 | -5.7% | 0.13% | -17.4% |
| QCOM | Buy | QUALCOMM INC | $1,139,000 | -6.4% | 10,086 | +5.8% | 0.13% | -5.9% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,140,000 | -1.4% | 19,708 | +2.9% | 0.13% | -0.8% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,133,000 | -9.4% | 3,685 | -3.8% | 0.13% | -9.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,111,000 | -1.4% | 11,532 | +4.0% | 0.12% | -0.8% |
| F | Buy | FORD MTR CO DEL | $1,103,000 | +4.6% | 98,443 | +3.9% | 0.12% | +5.1% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $1,087,000 | +20.0% | 38,626 | +25.6% | 0.12% | +21.0% |
| K | Sell | KELLOGG CO | $1,085,000 | -2.4% | 15,570 | -0.1% | 0.12% | -1.6% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,089,000 | +25.5% | 12,648 | +1.8% | 0.12% | +26.0% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $1,090,000 | -0.3% | 23,657 | +2.3% | 0.12% | 0.0% |
| WPC | Buy | WP CAREY INC | $1,071,000 | -8.8% | 15,343 | +8.3% | 0.12% | -8.5% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,060,000 | -6.9% | 19,000 | -3.2% | 0.12% | -6.3% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,058,000 | -5.5% | 8,690 | +0.6% | 0.12% | -4.8% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,058,000 | -8.1% | 14,881 | -0.5% | 0.12% | -7.8% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,062,000 | -14.9% | 12,795 | +1.2% | 0.12% | -14.5% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,052,000 | -4.5% | 8,331 | -3.8% | 0.12% | -4.1% |
| TIP | Sell | ISHARES TRtips bd etf | $1,051,000 | -8.0% | 10,020 | -0.0% | 0.12% | -7.9% |
| INTC | Sell | INTEL CORP | $1,046,000 | -32.6% | 40,592 | -2.1% | 0.12% | -32.6% |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $1,011,000 | -81.5% | 39,903 | -80.4% | 0.11% | -81.3% |
| PXF | Buy | INVESCO EXCH TRADED FD TR IIftse rafi dev | $1,010,000 | +37.8% | 28,777 | +56.2% | 0.11% | +38.3% |
| NEE | Buy | NEXTERA ENERGY INC | $1,010,000 | +2.4% | 12,878 | +1.1% | 0.11% | +2.8% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $1,006,000 | -8.8% | 27,950 | +3.5% | 0.11% | -8.2% |
| SMMU | Buy | PIMCO ETF TRshtrm mun bd act | $979,000 | +41.3% | 20,038 | +43.5% | 0.11% | +41.6% |
| LMT | Buy | LOCKHEED MARTIN CORP | $980,000 | -5.8% | 2,538 | +5.0% | 0.11% | -5.2% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $971,000 | -7.9% | 9,344 | -0.9% | 0.11% | -7.7% |
| UNP | Sell | UNION PAC CORP | $957,000 | -8.7% | 4,911 | -0.0% | 0.11% | -7.8% |
| GD | Buy | GENERAL DYNAMICS CORP | $951,000 | -3.5% | 4,484 | +0.7% | 0.11% | -2.8% |
| ARKK | Buy | ARK ETF TRinnovation etf | $956,000 | +6.7% | 25,337 | +12.8% | 0.11% | +7.1% |
| FSK | Buy | FS KKR CAP CORP | $943,000 | -11.6% | 55,652 | +1.3% | 0.10% | -11.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $943,000 | -9.7% | 9,935 | -3.2% | 0.10% | -9.5% |
| ABT | Buy | ABBOTT LABS | $946,000 | -7.0% | 9,781 | +4.5% | 0.10% | -7.1% |
| BP | Buy | BP PLCsponsored adr | $922,000 | +0.9% | 32,289 | +0.1% | 0.10% | +2.0% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $920,000 | -13.6% | 7,139 | -8.8% | 0.10% | -13.6% |
| BAC | Buy | BK OF AMERICA CORP | $905,000 | -2.6% | 29,981 | +0.4% | 0.10% | -1.9% |
| CBSH | COMMERCE BANCSHARES INC | $906,000 | +0.8% | 13,688 | 0.0% | 0.10% | +1.0% | |
| PKW | Sell | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $905,000 | -13.1% | 12,192 | -9.2% | 0.10% | -12.2% |
| DE | Buy | DEERE & CO | $898,000 | +11.8% | 2,688 | +0.3% | 0.10% | +12.4% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $891,000 | -4.3% | 7,000 | +0.9% | 0.10% | -3.9% |
| IWR | Sell | ISHARES TRrus mid cap etf | $876,000 | -4.7% | 14,095 | -0.9% | 0.10% | -3.9% |
| QUS | Buy | SPDR SER TRmsci usa strtgic | $884,000 | -3.8% | 8,704 | +2.3% | 0.10% | -3.9% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $877,000 | -18.3% | 14,983 | -12.8% | 0.10% | -17.6% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $875,000 | +69.6% | 29,684 | +62.2% | 0.10% | +70.2% |
| OKE | Buy | ONEOK INC NEW | $856,000 | +6.9% | 16,707 | +15.8% | 0.10% | +6.7% |
| MDIV | Sell | FIRST TR EXCHANGE-TRADED FDmulti asset di | $854,000 | -9.1% | 59,156 | -4.5% | 0.10% | -8.7% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $849,000 | +8.8% | 8,286 | +16.9% | 0.10% | +10.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $842,000 | +3.2% | 1,667 | +4.9% | 0.09% | +4.4% |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $838,000 | -7.2% | 5,796 | -5.2% | 0.09% | -7.0% |
| SPIP | Sell | SPDR SER TRportfli tips etf | $817,000 | -14.5% | 32,207 | -7.3% | 0.09% | -14.2% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $813,000 | -0.6% | 2 | 0.0% | 0.09% | 0.0% | |
| CSCO | Buy | CISCO SYS INC | $809,000 | -6.1% | 20,232 | +0.0% | 0.09% | -6.2% |
| VOO | Sell | VANGUARD INDEX FDS | $806,000 | -11.3% | 2,457 | -6.3% | 0.09% | -10.9% |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $810,000 | – | 68,162 | +100.0% | 0.09% | – |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $801,000 | -27.9% | 21,100 | -3.6% | 0.09% | -27.6% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $772,000 | +5.9% | 17,506 | +11.6% | 0.09% | +6.2% |
| LLY | Buy | LILLY ELI & CO | $751,000 | +8.4% | 2,322 | +8.7% | 0.08% | +9.1% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $744,000 | -4.6% | 10,011 | -2.2% | 0.08% | -3.5% |
| IVOO | New | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $740,000 | – | 4,979 | +100.0% | 0.08% | – |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $738,000 | -9.2% | 28,130 | -6.5% | 0.08% | -8.9% |
| ENB | Buy | ENBRIDGE INC | $725,000 | -7.9% | 19,554 | +4.9% | 0.08% | -6.9% |
| CMI | Buy | CUMMINS INC | $727,000 | +77.3% | 3,573 | +68.7% | 0.08% | +80.0% |
| GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $730,000 | – | 14,778 | +100.0% | 0.08% | – |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $717,000 | -4.5% | 18,339 | +7.8% | 0.08% | -3.6% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $723,000 | +10.9% | 5,320 | +18.2% | 0.08% | +11.1% |
| DVN | Buy | DEVON ENERGY CORP NEW | $711,000 | +28.1% | 11,831 | +17.5% | 0.08% | +27.4% |
| EFA | Buy | ISHARES TRmsci eafe etf | $710,000 | -7.2% | 12,684 | +3.6% | 0.08% | -7.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $703,000 | -11.5% | 7,562 | +2.1% | 0.08% | -11.4% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $699,000 | -5.4% | 1,379 | +1.3% | 0.08% | -4.9% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $690,000 | -6.2% | 11,400 | -2.8% | 0.08% | -6.1% |
| PTY | Buy | PIMCO CORPORATE & INCOME OPP | $687,000 | -2.7% | 58,447 | +3.6% | 0.08% | -2.6% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $679,000 | -3.4% | 1,691 | -0.6% | 0.08% | -2.6% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $675,000 | -1.0% | 7,027 | +4.7% | 0.08% | -1.3% |
| SMMV | Sell | ISHARES TRmsci usa smcp mn | $654,000 | -6.6% | 20,505 | -0.2% | 0.07% | -6.4% |
| BNS | BANK NOVA SCOTIA HALIFAX | $659,000 | -19.7% | 13,860 | 0.0% | 0.07% | -19.8% | |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $643,000 | +3.9% | 7,144 | +8.9% | 0.07% | +4.3% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $644,000 | +64.3% | 8,965 | +64.4% | 0.07% | +67.4% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $645,000 | -0.5% | 3,482 | +9.5% | 0.07% | 0.0% |
| HON | Buy | HONEYWELL INTL INC | $635,000 | -3.9% | 3,804 | +0.1% | 0.07% | -2.7% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $635,000 | -0.9% | 7,754 | +16.3% | 0.07% | 0.0% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $631,000 | -4.1% | 10,908 | +0.2% | 0.07% | -4.1% |
| NSC | Buy | NORFOLK SOUTHN CORP | $628,000 | -7.4% | 2,996 | +0.5% | 0.07% | -6.7% |
| VDC | VANGUARD WORLD FDSconsum stp etf | $627,000 | -7.4% | 3,651 | 0.0% | 0.07% | -6.7% | |
| BSMO | Sell | INVESCO EXCH TRD SLF IDX FD | $625,000 | -25.7% | 25,638 | -24.1% | 0.07% | -24.7% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $621,000 | -12.4% | 11,332 | -0.8% | 0.07% | -12.7% |
| GLD | Buy | SPDR GOLD TR | $619,000 | +3.2% | 4,000 | +12.3% | 0.07% | +3.0% |
| COWZ | New | PACER FDS TRus cash cows 100 | $609,000 | – | 14,854 | +100.0% | 0.07% | – |
| BSMN | Sell | INVESCO EXCH TRD SLF IDX FD | $610,000 | -23.1% | 24,620 | -21.8% | 0.07% | -22.7% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $602,000 | -10.5% | 8,964 | -3.6% | 0.07% | -10.7% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $592,000 | -5.9% | 13,125 | -0.2% | 0.07% | -5.7% |
| NXTG | Sell | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $584,000 | -16.2% | 10,488 | -3.1% | 0.06% | -15.6% |
| FDX | Buy | FEDEX CORP | $571,000 | -27.7% | 3,849 | +10.5% | 0.06% | -27.3% |
| IYH | Buy | ISHARES TRus hlthcare etf | $576,000 | +90.1% | 2,278 | +102.3% | 0.06% | +88.2% |
| EVG | Buy | EATON VANCE SHORT DURATION D | $579,000 | +61.7% | 59,034 | +77.2% | 0.06% | +60.0% |
| PDM | Sell | PIEDMONT OFFICE REALTY TR IN | $563,000 | -20.0% | 53,294 | -0.7% | 0.06% | -19.2% |
| ITA | Sell | ISHARES TRus aer def etf | $555,000 | -9.2% | 6,090 | -1.2% | 0.06% | -8.8% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $560,000 | +23.3% | 2,686 | +28.7% | 0.06% | +24.0% |
| SBUX | Sell | STARBUCKS CORP | $555,000 | +7.1% | 6,591 | -2.7% | 0.06% | +8.8% |
| NFLX | Buy | NETFLIX INC | $559,000 | +45.2% | 2,374 | +7.7% | 0.06% | +44.2% |
| MMM | Buy | 3M CO | $547,000 | -14.1% | 4,953 | +0.7% | 0.06% | -14.1% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $552,000 | +19.5% | 5,380 | +22.0% | 0.06% | +19.6% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $552,000 | +0.7% | 7,410 | +4.4% | 0.06% | 0.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $544,000 | -1.6% | 1,156 | +0.1% | 0.06% | 0.0% |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION | $541,000 | -13.9% | 52,139 | +2.3% | 0.06% | -14.3% |
| TGT | Buy | TARGET CORP | $542,000 | +6.5% | 3,652 | +1.4% | 0.06% | +7.1% |
| KMI | Buy | KINDER MORGAN INC DEL | $531,000 | +1.7% | 31,899 | +2.5% | 0.06% | +1.7% |
| FXZ | Sell | FIRST TR EXCHANGE TRADED FDmaterials alph | $527,000 | -18.8% | 10,157 | -11.6% | 0.06% | -18.1% |
| DVY | Buy | ISHARES TRselect divid etf | $524,000 | -8.2% | 4,884 | +0.6% | 0.06% | -7.9% |
| PWV | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $520,000 | -4.6% | 12,477 | 0.0% | 0.06% | -3.3% | |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $520,000 | -21.2% | 11,017 | -15.8% | 0.06% | -20.5% |
| GILD | Buy | GILEAD SCIENCES INC | $523,000 | +0.4% | 8,470 | +0.5% | 0.06% | 0.0% |
| IYW | Sell | ISHARES TRu.s. tech etf | $509,000 | -15.3% | 6,934 | -7.7% | 0.06% | -14.9% |
| CAT | Buy | CATERPILLAR INC | $504,000 | -8.0% | 3,073 | +0.3% | 0.06% | -8.2% |
| QEFA | Buy | SPDR INDEX SHS FDSmsci eafe strtgc | $500,000 | -8.4% | 8,955 | +1.7% | 0.06% | -8.2% |
| IEFA | Buy | ISHARES TRcore msci eafe | $506,000 | +5.6% | 9,605 | +18.0% | 0.06% | +5.7% |
| SLV | Buy | ISHARES SILVER TRishares | $500,000 | -6.0% | 28,587 | +0.1% | 0.06% | -5.1% |
| XAR | Sell | SPDR SER TRaerospace def | $498,000 | -11.9% | 5,427 | -3.3% | 0.06% | -12.7% |
| NUE | Sell | NUCOR CORP | $495,000 | +1.6% | 4,630 | -0.7% | 0.06% | +1.9% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $495,000 | +6.9% | 7,429 | +9.8% | 0.06% | +7.8% |
| PSX | Buy | PHILLIPS 66 | $497,000 | +2.5% | 6,159 | +4.1% | 0.06% | +1.9% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $484,000 | -4.9% | 20,080 | +8.1% | 0.05% | -3.6% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $485,000 | +1.0% | 21,048 | -0.1% | 0.05% | +1.9% |
| MDT | Sell | MEDTRONIC PLC | $486,000 | -25.0% | 6,015 | -16.7% | 0.05% | -25.0% |
| WFC | Buy | WELLS FARGO CO NEW | $487,000 | +6.1% | 12,115 | +3.3% | 0.05% | +5.9% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $481,000 | +6.7% | 7,631 | +8.0% | 0.05% | +8.0% |
| CRM | Buy | SALESFORCE INC | $479,000 | -8.6% | 3,330 | +4.9% | 0.05% | -8.6% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $480,000 | -13.8% | 10,626 | +2.9% | 0.05% | -14.5% |
| ORLY | OREILLY AUTOMOTIVE INC | $473,000 | +11.3% | 673 | 0.0% | 0.05% | +12.8% | |
| QQQJ | Buy | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $472,000 | -3.3% | 21,322 | +1.6% | 0.05% | -1.9% |
| VCLT | Buy | VANGUARD SCOTTSDALE FDSlg-term cor bd | $476,000 | -9.7% | 6,493 | +0.0% | 0.05% | -8.6% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $476,000 | -3.4% | 9,768 | +0.3% | 0.05% | -3.6% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $472,000 | -8.9% | 12,259 | -4.8% | 0.05% | -7.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $469,000 | +0.4% | 2,595 | +1.4% | 0.05% | 0.0% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $464,000 | -12.6% | 2,206 | -9.2% | 0.05% | -11.9% |
| NBXG | New | NEUBERGER BERMAN NEXT GENERA | $468,000 | – | 49,612 | +100.0% | 0.05% | – |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $462,000 | -3.5% | 9,749 | -1.6% | 0.05% | -3.8% |
| CBRE | CBRE GROUP INCcl a | $460,000 | -8.4% | 6,816 | 0.0% | 0.05% | -8.9% | |
| FNY | Sell | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $458,000 | -24.3% | 8,558 | -22.7% | 0.05% | -23.9% |
| MS | Sell | MORGAN STANLEY | $453,000 | -15.0% | 5,735 | -18.1% | 0.05% | -15.3% |
| XMVM | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $447,000 | +2.1% | 11,553 | +3.8% | 0.05% | +2.0% |
| ORCL | Buy | ORACLE CORP | $448,000 | -11.1% | 7,341 | +1.7% | 0.05% | -10.7% |
| Buy | CAPITAL GROUP GROWTH ETF | $449,000 | +20.1% | 23,025 | +23.0% | 0.05% | +22.0% | |
| HDV | Buy | ISHARES TRcore high dv etf | $447,000 | -4.3% | 4,894 | +5.3% | 0.05% | -3.8% |
| FDL | New | FIRST TR MORNINGSTAR DIVID L | $450,000 | – | 14,013 | +100.0% | 0.05% | – |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $443,000 | +4.2% | 2,598 | +7.1% | 0.05% | +4.3% |
| EFV | Buy | ISHARES TReafe value etf | $444,000 | -3.1% | 11,517 | +9.0% | 0.05% | -3.9% |
| CI | Buy | CIGNA CORP NEW | $443,000 | +6.5% | 1,598 | +1.2% | 0.05% | +6.5% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $439,000 | +4.5% | 5,076 | +16.0% | 0.05% | +4.3% |
| TJX | Buy | TJX COS INC NEW | $435,000 | +20.5% | 7,000 | +8.4% | 0.05% | +20.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $433,000 | -1.6% | 3,210 | +1.0% | 0.05% | -2.0% |
| SO | Buy | SOUTHERN CO | $427,000 | -0.2% | 6,280 | +4.6% | 0.05% | +2.1% |
| FDVV | Sell | FIDELITY COVINGTON TRUSThigh divid etf | $421,000 | -8.1% | 12,743 | -0.1% | 0.05% | -7.8% |
| New | GSK PLCsponsored adr | $424,000 | – | 14,402 | +100.0% | 0.05% | – | |
| CB | New | CHUBB LIMITED | $426,000 | – | 2,340 | +100.0% | 0.05% | – |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $424,000 | -4.5% | 4,403 | +0.5% | 0.05% | -4.1% |
| BSMP | Buy | INVESCO EXCH TRD SLF IDX FD | $424,000 | +3.4% | 17,808 | +6.7% | 0.05% | +4.4% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $424,000 | +3.4% | 4,172 | +1.2% | 0.05% | +4.4% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $413,000 | -29.5% | 56,763 | +5.7% | 0.05% | -29.2% |
| EAGG | New | ISHARES TResg awr us agrgt | $400,000 | – | 8,606 | +100.0% | 0.04% | – |
| SYY | Buy | SYSCO CORP | $407,000 | -11.9% | 5,761 | +5.7% | 0.04% | -11.8% |
| C | Buy | CITIGROUP INC | $406,000 | -9.2% | 9,740 | +0.3% | 0.04% | -10.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $406,000 | -8.4% | 5,786 | +4.7% | 0.04% | -8.2% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $393,000 | +12.3% | 8,926 | +16.9% | 0.04% | +12.8% |
| NVO | Sell | NOVO-NORDISK A Sadr | $397,000 | -11.4% | 3,982 | -1.1% | 0.04% | -12.0% |
| NTR | Buy | NUTRIEN LTD | $398,000 | +15.4% | 4,776 | +10.3% | 0.04% | +15.8% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $395,000 | +4.2% | 5,031 | +5.1% | 0.04% | +4.8% |
| CNC | Buy | CENTENE CORP DEL | $392,000 | -8.0% | 5,036 | +0.1% | 0.04% | -6.4% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $399,000 | +18.4% | 1,932 | +18.4% | 0.04% | +18.9% |
| CDL | Buy | VICTORY PORTFOLIOS II | $385,000 | +1.9% | 7,265 | +11.8% | 0.04% | +2.4% |
| SRE | Buy | SEMPRA | $384,000 | 0.0% | 2,562 | +0.3% | 0.04% | 0.0% |
| NIE | Buy | VIRTUS EQUITY & CONV INCM FD | $389,000 | -2.0% | 19,141 | +0.1% | 0.04% | -2.3% |
| KMB | Sell | KIMBERLY-CLARK CORP | $379,000 | -19.0% | 3,368 | -2.7% | 0.04% | -19.2% |
| SH | Sell | PROSHARES TRshort s&p 500 ne | $374,000 | +3.3% | 21,628 | -1.3% | 0.04% | +5.0% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $378,000 | -18.5% | 12,030 | -1.8% | 0.04% | -17.6% |
| ILCB | Buy | ISHARES TRmorningstr us eq | $373,000 | -5.1% | 7,562 | +0.0% | 0.04% | -4.5% |
| FENY | Sell | FIDELITY COVINGTON TRUSTmsci energy idx | $365,000 | +0.6% | 18,402 | -1.5% | 0.04% | +2.5% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $368,000 | -7.3% | 5,809 | +11.9% | 0.04% | -6.8% |
| CSL | Sell | CARLISLE COS INC | $367,000 | +6.1% | 1,310 | -9.7% | 0.04% | +7.9% |
| EFG | Sell | ISHARES TReafe grwth etf | $365,000 | -16.1% | 5,026 | -7.1% | 0.04% | -14.6% |
| TAN | Buy | INVESCO EXCH TRADED FD TR IIsolar etf | $357,000 | +5.9% | 4,851 | +2.7% | 0.04% | +8.1% |
| LDSF | Sell | FIRST TR EXCHNG TRADED FD VIlow dur strtgc | $361,000 | -2.2% | 19,668 | -0.4% | 0.04% | -2.4% |
| PNNT | Buy | PENNANTPARK INVT CORP | $362,000 | -11.3% | 66,296 | +0.4% | 0.04% | -11.1% |
| Sell | WARNER BROS DISCOVERY INC | $361,000 | -25.4% | 31,373 | -13.0% | 0.04% | -25.9% | |
| MRNA | MODERNA INC | $346,000 | -17.2% | 2,923 | 0.0% | 0.04% | -15.2% | |
| CZA | Sell | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $349,000 | -5.7% | 4,361 | -1.2% | 0.04% | -4.9% |
| EEMV | New | ISHARES INCmsci emerg mrkt | $340,000 | – | 6,707 | +100.0% | 0.04% | – |
| TSLX | Buy | SIXTH STREET SPECIALTY LENDI | $341,000 | +13.7% | 20,854 | +28.5% | 0.04% | +15.2% |
| CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $340,000 | -8.4% | 21,863 | -0.8% | 0.04% | -7.3% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $337,000 | +2.4% | 7,585 | +7.4% | 0.04% | +5.6% |
| VAW | Sell | VANGUARD WORLD FDSmaterials etf | $331,000 | -8.8% | 2,232 | -1.4% | 0.04% | -7.5% |
| QLD | Sell | PROSHARES TR | $330,000 | -20.3% | 9,000 | -10.0% | 0.04% | -19.6% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $328,000 | -7.6% | 8,917 | -2.4% | 0.04% | -5.1% |
| New | BLACKSTONE SECD LENDING FD | $327,000 | – | 14,379 | +100.0% | 0.04% | – | |
| ARCC | Buy | ARES CAPITAL CORP | $323,000 | +9.9% | 19,139 | +16.7% | 0.04% | +9.1% |
| GME | Buy | GAMESTOP CORP NEWcl a | $324,000 | -13.8% | 12,900 | +319.5% | 0.04% | -14.3% |
| Buy | GENERAL ELECTRIC CO | $322,000 | +2.9% | 5,193 | +5.6% | 0.04% | +2.9% | |
| REGN | REGENERON PHARMACEUTICALS | $322,000 | +16.2% | 468 | 0.0% | 0.04% | +16.1% | |
| BKH | Sell | BLACK HILLS CORP | $327,000 | -11.9% | 4,831 | -5.3% | 0.04% | -12.2% |
| OSK | Buy | OSHKOSH CORP | $314,000 | -14.4% | 4,472 | +0.1% | 0.04% | -14.6% |
| SR | Buy | SPIRE INC | $314,000 | -13.0% | 5,042 | +4.0% | 0.04% | -12.5% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $313,000 | -7.7% | 2,197 | -1.1% | 0.04% | -7.9% |
| TSCO | Buy | TRACTOR SUPPLY CO | $311,000 | +5.4% | 1,673 | +9.8% | 0.04% | +6.1% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $314,000 | 0.0% | 2,603 | +0.4% | 0.04% | 0.0% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $317,000 | -11.2% | 6,821 | +0.5% | 0.04% | -12.5% |
| AOA | Buy | ISHARES TRaggres alloc etf | $312,000 | -7.4% | 5,624 | +0.1% | 0.04% | -5.4% |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $308,000 | -15.6% | 7,059 | -2.9% | 0.03% | -15.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $307,000 | -11.5% | 4,477 | +5.5% | 0.03% | -10.5% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $304,000 | +1.7% | 3,800 | +8.6% | 0.03% | +3.0% |
| IXJ | Sell | ISHARES TRglob hlthcre etf | $307,000 | -20.1% | 4,072 | -14.1% | 0.03% | -20.9% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $302,000 | +40.5% | 1,098 | +87.1% | 0.03% | +41.7% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $297,000 | +12.1% | 8,360 | +12.4% | 0.03% | +13.8% |
| BBDC | Sell | BARINGS BDC INC | $300,000 | -13.0% | 36,334 | -2.0% | 0.03% | -13.2% |
| AMGN | Sell | AMGEN INC | $295,000 | -9.8% | 1,307 | -2.8% | 0.03% | -8.3% |
| LECO | LINCOLN ELEC HLDGS INC | $297,000 | +2.1% | 2,359 | 0.0% | 0.03% | +3.1% | |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $300,000 | -18.7% | 2,865 | -11.1% | 0.03% | -19.5% |
| AVGO | Sell | BROADCOM INC | $292,000 | -30.8% | 657 | -24.3% | 0.03% | -29.8% |
| FXF | Sell | INVESCO CURRENCYSHARES SWISSswiss franc | $299,000 | -3.9% | 3,310 | -0.1% | 0.03% | -2.9% |
| PPG | Sell | PPG INDS INC | $292,000 | -6.7% | 2,641 | -3.5% | 0.03% | -5.7% |
| FMHI | Buy | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $284,000 | -3.7% | 6,245 | +0.5% | 0.03% | -3.0% |
| WFHY | Sell | WISDOMTREE TRus hgh yld corp | $290,000 | -55.3% | 6,802 | -53.9% | 0.03% | -55.6% |
| WM | Buy | WASTE MGMT INC DEL | $286,000 | +4.8% | 1,783 | +0.1% | 0.03% | +6.7% |
| ATO | Sell | ATMOS ENERGY CORP | $286,000 | -16.9% | 2,811 | -8.5% | 0.03% | -15.8% |
| PALC | New | PACER FDS TRlunt lrgcp multi | $286,000 | – | 8,978 | +100.0% | 0.03% | – |
| SHOP | Buy | SHOPIFY INCcl a | $275,000 | +21.1% | 10,220 | +40.6% | 0.03% | +24.0% |
| GDXJ | Buy | VANECK ETF TRUSTjunior gold mine | $280,000 | -4.1% | 9,520 | +4.4% | 0.03% | -3.1% |
| VLO | Buy | VALERO ENERGY CORP | $278,000 | +14.4% | 2,600 | +13.5% | 0.03% | +14.8% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $277,000 | -52.4% | 3,458 | -32.4% | 0.03% | -52.3% |
| CSWC | Buy | CAPITAL SOUTHWEST CORP | $277,000 | +1.1% | 16,378 | +10.1% | 0.03% | +3.3% |
| TSN | Buy | TYSON FOODS INCcl a | $271,000 | -19.1% | 4,108 | +5.6% | 0.03% | -18.9% |
| ULTA | ULTA BEAUTY INC | $272,000 | +3.8% | 679 | 0.0% | 0.03% | +3.4% | |
| PRU | Buy | PRUDENTIAL FINL INC | $266,000 | -10.4% | 3,101 | +0.0% | 0.03% | -9.1% |
| XME | Buy | SPDR SER TRs&p metals mng | $268,000 | -0.7% | 6,308 | +1.3% | 0.03% | 0.0% |
| DG | Buy | DOLLAR GEN CORP NEW | $271,000 | -1.8% | 1,130 | +0.4% | 0.03% | -3.2% |
| DD | Sell | DUPONT DE NEMOURS INC | $266,000 | -11.0% | 5,279 | -1.8% | 0.03% | -9.1% |
| MPC | Buy | MARATHON PETE CORP | $270,000 | +29.2% | 2,718 | +6.8% | 0.03% | +30.4% |
| HAL | Sell | HALLIBURTON CO | $260,000 | -21.5% | 10,545 | -0.1% | 0.03% | -21.6% |
| MBB | Buy | ISHARES TRmbs etf | $260,000 | +0.8% | 2,837 | +7.1% | 0.03% | 0.0% |
| PXD | Buy | PIONEER NAT RES CO | $263,000 | +20.1% | 1,214 | +23.5% | 0.03% | +20.8% |
| ABM | Sell | ABM INDS INC | $256,000 | -16.9% | 6,692 | -5.7% | 0.03% | -14.7% |
| DBA | Buy | INVESCO DB MULTI-SECTOR COMMagriculture fd | $264,000 | +24.5% | 13,185 | +26.6% | 0.03% | +26.1% |
| SDVY | Buy | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $259,000 | -3.0% | 11,204 | +0.0% | 0.03% | -3.3% |
| ALL | Buy | ALLSTATE CORP | $262,000 | -1.5% | 2,102 | +0.0% | 0.03% | 0.0% |
| TTD | New | THE TRADE DESK INC | $251,000 | – | 4,205 | +100.0% | 0.03% | – |
| PAYX | Buy | PAYCHEX INC | $250,000 | +0.4% | 2,225 | +1.9% | 0.03% | 0.0% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $253,000 | -72.7% | 4,180 | -70.3% | 0.03% | -72.8% |
| BSJN | Sell | INVESCO EXCH TRD SLF IDX FD | $247,000 | -2.4% | 10,843 | -1.8% | 0.03% | 0.0% |
| MLN | Sell | VANECK ETF TRUSTlong muni etf | $239,000 | -5.5% | 14,343 | -0.0% | 0.03% | -3.6% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $243,000 | -10.3% | 5,605 | +1.4% | 0.03% | -10.0% |
| FYC | Sell | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $241,000 | -25.2% | 4,466 | -24.9% | 0.03% | -25.0% |
| TRI | Buy | THOMSON REUTERS CORP. | $244,000 | -1.6% | 2,380 | +0.1% | 0.03% | 0.0% |
| IDXX | IDEXX LABS INC | $246,000 | -6.8% | 754 | 0.0% | 0.03% | -6.9% | |
| ETN | Buy | EATON CORP PLC | $243,000 | +7.0% | 1,824 | +1.4% | 0.03% | +8.0% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $232,000 | -52.5% | 8,036 | -51.5% | 0.03% | -51.9% |
| BSJO | INVESCO EXCH TRD SLF IDX FD | $231,000 | -0.9% | 10,675 | 0.0% | 0.03% | 0.0% | |
| HFXI | New | INDEXIQ ETF TRftse internl eqt | $230,000 | – | 11,936 | +100.0% | 0.03% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $236,000 | – | 2,304 | +100.0% | 0.03% | – |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $230,000 | -5.3% | 3,505 | +1.0% | 0.03% | -3.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $233,000 | -13.4% | 5,420 | -1.0% | 0.03% | -13.3% |
| FXR | Sell | FIRST TR EXCHANGE TRADED FDindls prod dur | $237,000 | -7.1% | 5,166 | -2.5% | 0.03% | -7.1% |
| EVRG | Buy | EVERGY INC | $236,000 | -8.9% | 3,965 | +0.0% | 0.03% | -10.3% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $232,000 | +3.1% | 9,774 | +6.0% | 0.03% | +4.0% |
| NVS | Buy | NOVARTIS AGsponsored adr | $234,000 | -4.5% | 3,075 | +6.1% | 0.03% | -3.7% |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $233,000 | +9.4% | 1,107 | -2.4% | 0.03% | +8.3% |
| EZM | Buy | WISDOMTREE TRus midcap fund | $225,000 | -4.3% | 5,114 | +0.1% | 0.02% | -3.8% |
| DHR | DANAHER CORPORATION | $222,000 | +1.8% | 859 | 0.0% | 0.02% | +4.2% | |
| MTDR | Buy | MATADOR RES CO | $225,000 | +5.1% | 4,602 | +0.0% | 0.02% | +4.2% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $228,000 | +3.2% | 1,626 | -0.1% | 0.02% | +4.2% |
| ET | Buy | ENERGY TRANSFER L P | $224,000 | +13.1% | 20,322 | +2.6% | 0.02% | +13.6% |
| TTC | New | TORO CO | $224,000 | – | 2,586 | +100.0% | 0.02% | – |
| XOP | SPDR SER TRs&p oilgas exp | $222,000 | +4.7% | 1,777 | 0.0% | 0.02% | +8.7% | |
| FLQL | Sell | FRANKLIN TEMPLETON ETF TRus lrg cp mltfct | $223,000 | -16.2% | 6,091 | -11.3% | 0.02% | -13.8% |
| TXN | Buy | TEXAS INSTRS INC | $227,000 | +0.4% | 1,470 | +0.1% | 0.02% | 0.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $226,000 | -1.7% | 772 | -0.3% | 0.02% | 0.0% |
| LNG | New | CHENIERE ENERGY INC | $220,000 | – | 1,325 | +100.0% | 0.02% | – |
| PNR | Sell | PENTAIR PLC | $213,000 | -13.8% | 5,239 | -2.8% | 0.02% | -11.1% |
| YUM | Buy | YUM BRANDS INC | $214,000 | -6.1% | 2,014 | +0.1% | 0.02% | -4.0% |
| SPBO | Sell | SPDR SER TRportfolio crport | $207,000 | -54.1% | 7,449 | -51.2% | 0.02% | -54.0% |
| BLK | Sell | BLACKROCK INC | $208,000 | -11.1% | 379 | -1.3% | 0.02% | -11.5% |
| WMB | Buy | WILLIAMS COS INC | $209,000 | -0.9% | 7,305 | +7.9% | 0.02% | 0.0% |
| CSX | Buy | CSX CORP | $207,000 | -8.4% | 7,781 | +0.1% | 0.02% | -8.0% |
| MET | Buy | METLIFE INC | $209,000 | +2.0% | 3,443 | +5.5% | 0.02% | 0.0% |
| AOK | Sell | ISHARES TRconser alloc etf | $206,000 | -16.3% | 6,322 | -11.2% | 0.02% | -14.8% |
| AMAT | New | APPLIED MATLS INC | $204,000 | – | 2,487 | +100.0% | 0.02% | – |
| XEL | Buy | XCEL ENERGY INC | $202,000 | -9.4% | 3,161 | +0.3% | 0.02% | -12.0% |
| EFT | Sell | EATON VANCE FLTING RATE INC | $198,000 | -42.9% | 17,391 | -41.0% | 0.02% | -42.1% |
| TGI | Sell | TRIUMPH GROUP INC NEW | $187,000 | -37.9% | 21,774 | -3.8% | 0.02% | -36.4% |
| RPAR | New | TIDAL ETF TRrpar risk pari | $178,000 | – | 10,285 | +100.0% | 0.02% | – |
| Sell | DRAFTKINGS INC NEW | $157,000 | +24.6% | 10,352 | -3.8% | 0.02% | +21.4% | |
| ETV | New | EATON VANCE TAX-MANAGED BUY- | $138,000 | – | 10,464 | +100.0% | 0.02% | – |
| New | HALEON PLCspon ads | $113,000 | – | 18,529 | +100.0% | 0.01% | – | |
| EFR | New | EATON VANCE SR FLTNG RTE TR | $113,000 | – | 10,146 | +100.0% | 0.01% | – |
| ORAN | ORANGEsponsored adr | $112,000 | -23.8% | 12,477 | 0.0% | 0.01% | -25.0% | |
| PSLV | Sell | SPROTT PHYSICAL SILVER TRtr unit | $86,000 | -5.5% | 13,023 | -1.1% | 0.01% | 0.0% |
| EQX | EQUINOX GOLD CORP | $84,000 | -17.6% | 22,900 | 0.0% | 0.01% | -18.2% | |
| CCL | New | CARNIVAL CORP | $72,000 | – | 10,212 | +100.0% | 0.01% | – |
| MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $54,000 | -29.9% | 11,861 | -11.2% | 0.01% | -33.3% |
| SENS | Sell | SENSEONICS HLDGS INC | $41,000 | +13.9% | 31,250 | -9.4% | 0.01% | +25.0% |
| ME | Buy | 23ANDME HOLDING CO | $36,000 | +28.6% | 12,590 | +12.5% | 0.00% | +33.3% |
| AMRS | AMYRIS INC | $35,000 | +59.1% | 12,150 | 0.0% | 0.00% | +100.0% | |
| TLRY | Sell | TILRAY BRANDS INC | $28,000 | -34.9% | 10,038 | -27.5% | 0.00% | -40.0% |
| DS | Sell | DRIVE SHACK INC | $16,000 | -59.0% | 25,910 | -9.6% | 0.00% | -50.0% |
| GME | Buy | GAMESTOP CORP NEWcall | $6,000 | -25.0% | 400 | +300.0% | 0.00% | 0.0% |
| SNMP | EVOLVE TRANSITION INFRASTRU | $5,000 | -28.6% | 16,000 | 0.0% | 0.00% | 0.0% | |
| DIA | New | SPDR DOW JONES INDL AVERAGEput | $8,000 | – | 300 | +100.0% | 0.00% | – |
| SPY | SPDR S&P 500 ETF TRcall | $0 | – | 100 | 0.0% | 0.00% | – | |
| AMPE | AMPIO PHARMACEUTICALS INC | $1,000 | -50.0% | 14,646 | 0.0% | 0.00% | – | |
| QQQ | New | INVESCO QQQ TRcall | $1,000 | – | 200 | +100.0% | 0.00% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -13,271 | -100.0% | -0.01% | – |
| PAA | Exit | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $0 | – | -10,793 | -100.0% | -0.01% | – |
| XVV | Exit | ISHARES TResg scrnd s&p500 | $0 | – | -7,073 | -100.0% | -0.02% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -2,100 | -100.0% | -0.02% | – |
| AB | Exit | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $0 | – | -4,809 | -100.0% | -0.02% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -1,677 | -100.0% | -0.02% | – |
| QCLN | Exit | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $0 | – | -3,953 | -100.0% | -0.02% | – |
| WBIY | Exit | ABSOLUTE SHS TRwbi pwr fctr etf | $0 | – | -7,847 | -100.0% | -0.02% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -3,056 | -100.0% | -0.02% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -2,941 | -100.0% | -0.02% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -1,236 | -100.0% | -0.02% | – |
| FXY | Exit | INVESCO CURRENCYSHARES JAPANjapanese yen | $0 | – | -3,032 | -100.0% | -0.02% | – |
| IWL | Exit | ISHARES TRrus top 200 etf | $0 | – | -2,375 | -100.0% | -0.02% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -3,725 | -100.0% | -0.02% | – |
| KRTX | Exit | KARUNA THERAPEUTICS INC | $0 | – | -1,805 | -100.0% | -0.02% | – |
| VSMV | Exit | VICTORY PORTFOLIOS II | $0 | – | -6,095 | -100.0% | -0.02% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -6,211 | -100.0% | -0.03% | – |
| BSMM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -9,632 | -100.0% | -0.03% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -3,493 | -100.0% | -0.03% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -8,076 | -100.0% | -0.03% | – |
| SNPE | Exit | DBX ETF TRxtrackers s&p | $0 | – | -8,289 | -100.0% | -0.03% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -8,390 | -100.0% | -0.03% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -2,808 | -100.0% | -0.04% | – |
| Exit | GXO LOGISTICS INCORPORATED | $0 | – | -7,260 | -100.0% | -0.04% | – | |
| PBND | Exit | INVESCO EXCH TRADED FD TR IIpurbeta us agg | $0 | – | -20,859 | -100.0% | -0.05% | – |
| DOW | Exit | DOW INC | $0 | – | -10,129 | -100.0% | -0.06% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -14,144 | -100.0% | -0.06% | – |
| SPMB | Exit | SPDR SER TRport mtg bk etf | $0 | – | -27,311 | -100.0% | -0.07% | – |
| GSK | Exit | GSK PLCsponsored adr | $0 | – | -17,627 | -100.0% | -0.08% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 29 | Q3 2023 | 7.7% |
| VANGUARD BD INDEX FDS | 29 | Q3 2023 | 7.9% |
| PIMCO ETF TR | 29 | Q3 2023 | 6.5% |
| ISHARES TR | 29 | Q3 2023 | 5.5% |
| VANGUARD STAR FDS | 29 | Q3 2023 | 3.6% |
| VANGUARD SCOTTSDALE FDS | 29 | Q3 2023 | 3.7% |
| VANGUARD SPECIALIZED PORTFOL | 29 | Q3 2023 | 2.6% |
| VANGUARD INDEX FDS | 29 | Q3 2023 | 3.9% |
| VANGUARD INDEX FDS | 29 | Q3 2023 | 3.6% |
| VANGUARD BD INDEX FDS | 29 | Q3 2023 | 2.3% |
View Cornerstone Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
View Cornerstone Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.