$493 Million is the total value of PERSONAL CFO SOLUTIONS, LLC's 467 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 24.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SHV | Sell | ISHARES TRshort treas bd | $18,037,587 | -15.0% | 163,310 | -14.9% | 3.66% | -16.4% |
PJUN | Buy | INNOVATOR ETFS TRus eqty pwr buf | $16,257,818 | +10.9% | 513,351 | +7.8% | 3.30% | +9.0% |
AAPL | Buy | APPLE INC | $16,227,690 | +22.0% | 83,661 | +3.8% | 3.29% | +19.9% |
CB | Sell | CHUBB LIMITED | $11,139,514 | -64.8% | 57,850 | -64.5% | 2.26% | -65.4% |
IAPR | Buy | INNOVATOR ETFS TRintrnl dev aprl | $10,516,566 | +3.1% | 422,011 | +1.4% | 2.13% | +1.3% |
KAPR | Buy | INNOVATOR ETFS TRus sml cp pwr et | $9,789,223 | +5.5% | 355,455 | +1.9% | 1.99% | +3.7% |
AMZN | Buy | AMAZON COM INC | $9,446,195 | +27.8% | 72,462 | +1.2% | 1.92% | +25.5% |
ITT | ITT INC | $9,363,518 | +8.0% | 100,456 | 0.0% | 1.90% | +6.1% | |
BJUN | Buy | INNOVATOR ETFS TRus eqty bufr jun | $9,359,465 | +3696.5% | 278,971 | +3521.1% | 1.90% | +3623.5% |
MSFT | Sell | MICROSOFT CORP | $9,226,434 | +14.4% | 27,094 | -3.2% | 1.87% | +12.4% |
BALT | Buy | INNOVATOR ETFS TRdefined wlt shld | $7,933,338 | +29.8% | 284,451 | +26.7% | 1.61% | +27.5% |
VOO | Buy | VANGUARD INDEX FDS | $7,437,920 | +21.7% | 18,262 | +12.4% | 1.51% | +19.6% |
FSTA | Buy | FIDELITY COVINGTON TRUSTconsmr staples | $7,040,128 | +40.4% | 155,001 | +39.5% | 1.43% | +37.9% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $6,611,328 | +16.2% | 55,232 | +0.7% | 1.34% | +14.2% |
CNA | CNA FINL CORP | $6,389,138 | -1.1% | 165,436 | 0.0% | 1.30% | -2.7% | |
JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $6,171,642 | +4.1% | 111,542 | +2.8% | 1.25% | +2.3% |
NAPR | Buy | INNOVATOR ETFS TRgrwt100 pwr bf | $5,638,903 | +9.2% | 135,258 | +2.0% | 1.14% | +7.3% |
FIDU | Buy | FIDELITY COVINGTON TRUSTmsci indl indx | $5,543,277 | +7.9% | 97,473 | +0.3% | 1.12% | +6.0% |
GOOG | Buy | ALPHABET INCcap stk cl c | $5,073,482 | +17.3% | 41,940 | +0.8% | 1.03% | +15.3% |
MRK | Sell | MERCK & CO INC | $5,015,346 | +3.7% | 43,464 | -4.4% | 1.02% | +2.0% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $4,850,829 | +2080.6% | 64,617 | +2094.1% | 0.98% | +2039.1% |
GLTR | Buy | ABRDN PRECIOUS METALS BASKETphyscl precs met | $4,406,714 | -3.4% | 50,792 | +1.5% | 0.89% | -5.1% |
HDG | Buy | PROSHARES TRhd replication | $4,335,951 | +4.7% | 89,657 | +3.9% | 0.88% | +2.9% |
FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $4,175,983 | +3.1% | 66,159 | +0.4% | 0.85% | +1.3% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $3,910,300 | +0.9% | 36,865 | +0.4% | 0.79% | -0.8% |
EAPR | Buy | INNOVATOR ETFS TRemrgng mkt april | $3,832,742 | +2.5% | 155,614 | +1.7% | 0.78% | +0.8% |
ACN | Buy | ACCENTURE PLC IRELAND | $3,767,441 | +9.5% | 12,209 | +1.4% | 0.76% | +7.7% |
MNA | Buy | INDEXIQ ETF TRiq mrgr arb etf | $3,668,801 | +2.2% | 117,590 | +3.6% | 0.74% | +0.5% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,390,874 | +5.6% | 7,650 | -2.5% | 0.69% | +3.8% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,041,379 | +11.3% | 8,919 | +0.8% | 0.62% | +9.4% |
FDVV | Buy | FIDELITY COVINGTON TRUSThigh divid etf | $3,027,134 | +8.0% | 76,173 | +3.5% | 0.61% | +6.0% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $2,981,372 | +29.6% | 6,097 | +2.2% | 0.60% | +27.4% |
VIOG | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $2,828,829 | +7.0% | 28,539 | +2.3% | 0.57% | +5.1% |
IVV | Sell | ISHARES TRcore s&p500 etf | $2,814,280 | +3.2% | 6,314 | -4.8% | 0.57% | +1.4% |
V | Buy | VISA INC | $2,622,286 | +6.1% | 11,042 | +0.7% | 0.53% | +4.3% |
PFE | Sell | PFIZER INC | $2,556,910 | -11.4% | 69,709 | -1.4% | 0.52% | -12.9% |
NFLX | Buy | NETFLIX INC | $2,523,736 | +27.7% | 5,729 | +0.2% | 0.51% | +25.5% |
TSLA | Buy | TESLA INC | $2,382,305 | +32.2% | 9,101 | +4.8% | 0.48% | +29.8% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $2,345,632 | +8.8% | 5,964 | +0.6% | 0.48% | +7.0% |
NOW | Sell | SERVICENOW INC | $2,295,647 | +19.5% | 4,085 | -1.2% | 0.47% | +17.4% |
XOM | Sell | EXXON MOBIL CORP | $2,286,983 | -4.0% | 21,324 | -1.9% | 0.46% | -5.7% |
CMCSA | Buy | COMCAST CORP NEWcl a | $2,287,185 | +10.3% | 55,047 | +0.6% | 0.46% | +8.4% |
CVX | Buy | CHEVRON CORP NEW | $2,270,643 | -1.2% | 14,431 | +2.4% | 0.46% | -2.9% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $2,267,657 | +4.9% | 60,975 | +9.7% | 0.46% | +2.9% |
GD | Buy | GENERAL DYNAMICS CORP | $2,263,994 | +0.8% | 10,523 | +6.9% | 0.46% | -1.1% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,253,496 | +16.2% | 12,962 | +0.9% | 0.46% | +14.0% |
AON | Buy | AON PLC | $2,239,935 | +11.1% | 6,489 | +1.5% | 0.46% | +9.4% |
JNJ | Sell | JOHNSON & JOHNSON | $2,239,680 | +6.7% | 13,531 | -0.1% | 0.46% | +5.1% |
TLT | Sell | ISHARES TR20 yr tr bd etf | $2,210,019 | -3.4% | 21,469 | -0.2% | 0.45% | -4.9% |
FDIS | New | FIDELITY COVINGTON TRUSTmsci consm dis | $2,190,875 | – | 29,881 | +100.0% | 0.44% | – |
PMVP | Sell | PMV PHARMACEUTICALS INC | $2,193,141 | -16.5% | 350,342 | -36.3% | 0.44% | -17.9% |
AXP | Sell | AMERICAN EXPRESS CO | $2,134,307 | +0.1% | 12,252 | -5.3% | 0.43% | -1.8% |
GLD | Buy | SPDR GOLD TR | $2,128,391 | +0.9% | 11,939 | +3.7% | 0.43% | -0.9% |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $2,128,048 | +20.2% | 19,829 | +13.3% | 0.43% | +18.0% |
UNH | Buy | UNITEDHEALTH GROUP INC | $2,098,410 | +2.4% | 4,366 | +0.7% | 0.43% | +0.7% |
NVO | Sell | NOVO-NORDISK A Sadr | $2,059,990 | +1.4% | 12,729 | -0.3% | 0.42% | -0.2% |
FCOM | New | FIDELITY COVINGTON TRUST | $2,059,915 | – | 51,178 | +100.0% | 0.42% | – |
JNK | Buy | SPDR SER TRbloomberg high y | $2,043,151 | +795.9% | 22,201 | +803.6% | 0.42% | +783.0% |
ASML | Sell | ASML HOLDING N V | $1,769,708 | +4.7% | 2,442 | -1.7% | 0.36% | +2.9% |
NVDA | Buy | NVIDIA CORPORATION | $1,724,813 | +82.3% | 4,077 | +19.7% | 0.35% | +79.5% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,669,666 | +5.2% | 17,044 | +5.2% | 0.34% | +3.4% |
MCK | Buy | MCKESSON CORP | $1,634,570 | +21.2% | 3,825 | +1.0% | 0.33% | +19.0% |
JPM | Buy | JPMORGAN CHASE & CO | $1,589,729 | +28.7% | 10,930 | +15.3% | 0.32% | +26.7% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,591,027 | -55.1% | 19,601 | -54.2% | 0.32% | -55.9% |
CRM | Sell | SALESFORCE INC | $1,584,873 | -12.4% | 7,502 | -17.2% | 0.32% | -13.9% |
FB | Sell | META PLATFORMS INCcl a | $1,557,567 | +33.2% | 5,427 | -1.6% | 0.32% | +31.1% |
ABT | Buy | ABBOTT LABS | $1,553,656 | +7.8% | 14,251 | +0.2% | 0.32% | +5.7% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,500,743 | +12.0% | 4,062 | -2.7% | 0.30% | +10.1% |
RACE | Sell | FERRARI N V | $1,492,299 | +18.5% | 4,589 | -1.2% | 0.30% | +16.5% |
ICOW | Sell | PACER FDS TRdeveloped mrkt | $1,483,841 | -17.9% | 49,911 | -18.2% | 0.30% | -19.3% |
New | CANADIAN PACIFIC KANSAS CITY | $1,467,721 | – | 18,172 | +100.0% | 0.30% | – | |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,421,474 | +16.1% | 8,751 | +10.1% | 0.29% | +13.8% |
ICLR | Buy | ICON PLC | $1,355,208 | +20.0% | 5,417 | +2.5% | 0.28% | +18.0% |
PYPL | Buy | PAYPAL HLDGS INC | $1,336,329 | +52.6% | 20,026 | +73.6% | 0.27% | +49.7% |
CVS | Buy | CVS HEALTH CORP | $1,304,102 | +1.3% | 18,864 | +8.9% | 0.26% | -0.4% |
IQLT | Buy | ISHARES TRmsci intl qualty | $1,275,870 | +287.1% | 35,839 | +283.9% | 0.26% | +280.9% |
ADSK | Sell | AUTODESK INC | $1,270,628 | -22.4% | 6,210 | -21.0% | 0.26% | -23.7% |
COWZ | Sell | PACER FDS TRus cash cows 100 | $1,265,454 | -3.3% | 26,435 | -5.1% | 0.26% | -4.8% |
PG | Buy | PROCTER AND GAMBLE CO | $1,249,924 | +4.1% | 8,237 | +2.0% | 0.25% | +2.4% |
T | Buy | AT&T INC | $1,218,353 | +2.2% | 76,386 | +23.3% | 0.25% | +0.4% |
CSCO | Buy | CISCO SYS INC | $1,214,965 | +3.1% | 23,482 | +4.1% | 0.25% | +1.6% |
SPG | Buy | SIMON PPTY GROUP INC NEW | $1,190,780 | +6.5% | 10,312 | +3.3% | 0.24% | +4.8% |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $1,176,833 | +0.7% | 16,443 | -2.3% | 0.24% | -0.8% |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,164,722 | +55.3% | 18,544 | +54.3% | 0.24% | +52.3% |
DGRW | New | WISDOMTREE TRus qtly div grt | $1,147,640 | – | 17,216 | +100.0% | 0.23% | – |
LEN | Buy | LENNAR CORPcl a | $1,145,542 | +21.0% | 9,142 | +1.5% | 0.23% | +18.4% |
Buy | LINDE PLC | $1,116,362 | +7.8% | 2,929 | +0.5% | 0.23% | +6.1% | |
WDAY | Buy | WORKDAY INCcl a | $1,110,701 | +163.7% | 4,917 | +141.1% | 0.22% | +158.6% |
VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,088,404 | +6.4% | 21,673 | +7.3% | 0.22% | +4.7% |
KO | Buy | COCA COLA CO | $1,083,181 | -0.4% | 17,987 | +2.6% | 0.22% | -2.2% |
PEP | Sell | PEPSICO INC | $1,072,694 | +1.4% | 5,791 | -0.2% | 0.22% | -0.5% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,068,178 | -7.9% | 2,047 | +1.7% | 0.22% | -9.6% |
SO | Buy | SOUTHERN CO | $1,045,028 | +1.7% | 14,876 | +0.7% | 0.21% | 0.0% |
MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $1,039,477 | +131.4% | 11,603 | +116.4% | 0.21% | +126.9% |
Buy | ATLASSIAN CORPORATIONcl a | $1,019,781 | -0.1% | 6,077 | +1.9% | 0.21% | -1.9% | |
WRB | Sell | BERKLEY W R CORP | $998,994 | -18.0% | 16,773 | -14.3% | 0.20% | -19.1% |
NSC | Buy | NORFOLK SOUTHN CORP | $990,738 | +13.3% | 4,369 | +5.9% | 0.20% | +11.0% |
ACGL | Buy | ARCH CAP GROUP LTDord | $985,700 | +39.0% | 13,169 | +26.1% | 0.20% | +37.0% |
Buy | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $985,450 | +25.2% | 48,833 | +17.5% | 0.20% | +22.7% | |
FNX | Buy | FIRST TR MID CAP CORE ALPHAD | $974,311 | +29.2% | 10,115 | +20.6% | 0.20% | +26.9% |
VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $978,014 | +9.2% | 6,281 | +2.9% | 0.20% | +7.0% |
ABNB | Buy | AIRBNB INC | $967,348 | +3.4% | 7,548 | +0.3% | 0.20% | +1.6% |
INTU | Sell | INTUIT | $958,562 | +2.1% | 2,092 | -0.7% | 0.20% | +0.5% |
LLY | Sell | LILLY ELI & CO | $958,754 | +28.7% | 2,044 | -5.8% | 0.20% | +26.6% |
STE | Buy | STERIS PLC | $940,815 | +19.7% | 4,182 | +1.8% | 0.19% | +17.9% |
CE | Buy | CELANESE CORP DEL | $935,490 | +8.3% | 8,079 | +1.9% | 0.19% | +6.7% |
MDT | Buy | MEDTRONIC PLC | $932,214 | +20.1% | 10,581 | +9.9% | 0.19% | +18.1% |
MO | Buy | ALTRIA GROUP INC | $915,114 | +16.2% | 20,201 | +14.5% | 0.19% | +14.1% |
AVGO | Sell | BROADCOM INC | $906,322 | +27.5% | 1,045 | -5.7% | 0.18% | +25.2% |
AMP | Buy | AMERIPRISE FINL INC | $906,649 | +10.0% | 2,730 | +1.5% | 0.18% | +8.2% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $906,657 | +22.9% | 4,116 | +13.9% | 0.18% | +21.1% |
HD | Buy | HOME DEPOT INC | $889,286 | +5.8% | 2,863 | +0.5% | 0.18% | +3.4% |
WMT | Buy | WALMART INC | $887,013 | +10.5% | 5,643 | +3.7% | 0.18% | +8.4% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $885,730 | -10.3% | 13,850 | -2.8% | 0.18% | -11.8% |
IBN | Buy | ICICI BANK LIMITEDadr | $871,870 | +9.0% | 37,776 | +1.9% | 0.18% | +7.3% |
DGX | Sell | QUEST DIAGNOSTICS INC | $872,267 | -16.1% | 6,206 | -15.6% | 0.18% | -17.7% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $861,443 | -2.1% | 7,966 | -0.7% | 0.18% | -3.8% |
EMB | New | ISHARES TRjpmorgan usd emg | $858,138 | – | 9,916 | +100.0% | 0.17% | – |
CI | Buy | THE CIGNA GROUP | $852,986 | +18.7% | 3,040 | +8.1% | 0.17% | +16.9% |
CWB | New | SPDR SER TRbbg conv sec etf | $848,913 | – | 12,136 | +100.0% | 0.17% | – |
MCD | Buy | MCDONALDS CORP | $839,726 | +7.2% | 2,814 | +0.4% | 0.17% | +4.9% |
NUE | Buy | NUCOR CORP | $832,074 | +6.9% | 5,074 | +0.7% | 0.17% | +5.0% |
BAC | Buy | BANK AMERICA CORP | $831,820 | +4.9% | 28,993 | +4.5% | 0.17% | +3.0% |
JPSE | Buy | J P MORGAN EXCHANGE TRADED Fdiversfd eqt etf | $815,262 | +55.6% | 19,904 | +51.4% | 0.16% | +52.8% |
STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $797,048 | -6.1% | 12,883 | +0.4% | 0.16% | -7.4% |
FERG | New | FERGUSON PLC NEW | $789,827 | – | 5,021 | +100.0% | 0.16% | – |
ABBV | Sell | ABBVIE INC | $781,911 | -16.9% | 5,804 | -1.7% | 0.16% | -18.0% |
QCOM | Sell | QUALCOMM INC | $765,617 | -10.0% | 6,432 | -3.5% | 0.16% | -11.9% |
GS | Sell | GOLDMAN SACHS GROUP INC | $762,561 | -8.4% | 2,364 | -7.1% | 0.16% | -9.9% |
RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $761,800 | +35.0% | 16,174 | +28.6% | 0.16% | +32.5% |
NVR | Buy | NVR INC | $762,074 | +15.9% | 120 | +1.7% | 0.16% | +14.0% |
MCO | Buy | MOODYS CORP | $757,367 | +14.7% | 2,178 | +1.0% | 0.15% | +13.2% |
FIS | Buy | FIDELITY NATL INFORMATION SV | $753,482 | +5.6% | 13,775 | +4.9% | 0.15% | +4.1% |
ILMN | Buy | ILLUMINA INC | $746,585 | -16.7% | 3,982 | +3.3% | 0.15% | -17.8% |
ET | Sell | ENERGY TRANSFER L P | $742,267 | +0.5% | 58,446 | -1.4% | 0.15% | -1.3% |
COP | Sell | CONOCOPHILLIPS | $742,353 | +4.2% | 7,165 | -0.2% | 0.15% | +2.7% |
HON | Sell | HONEYWELL INTL INC | $740,341 | +7.5% | 3,568 | -1.0% | 0.15% | +5.6% |
ZTS | Sell | ZOETIS INCcl a | $733,802 | -1.4% | 4,261 | -4.7% | 0.15% | -3.2% |
WCN | Buy | WASTE CONNECTIONS INC | $719,201 | +4.2% | 5,032 | +1.4% | 0.15% | +2.8% |
ADI | Buy | ANALOG DEVICES INC | $719,179 | -0.3% | 3,692 | +0.9% | 0.15% | -2.0% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $718,492 | +3.9% | 27,267 | +2.2% | 0.15% | +2.1% |
VIAC | Buy | PARAMOUNT GLOBAL | $709,637 | -25.3% | 44,603 | +4.7% | 0.14% | -26.5% |
XYL | Buy | XYLEM INC | $704,474 | +9.9% | 6,255 | +2.2% | 0.14% | +8.3% |
LOW | Buy | LOWES COS INC | $683,701 | +19.5% | 3,029 | +5.8% | 0.14% | +17.8% |
VLO | Sell | VALERO ENERGY CORP | $682,615 | -22.3% | 5,819 | -7.5% | 0.14% | -23.2% |
INTC | Sell | INTEL CORP | $679,808 | -30.5% | 20,329 | -32.1% | 0.14% | -31.7% |
NKE | Buy | NIKE INCcl b | $668,870 | -9.6% | 6,060 | +0.5% | 0.14% | -11.1% |
WFC | Buy | WELLS FARGO CO NEW | $668,701 | +32.9% | 15,668 | +16.4% | 0.14% | +30.8% |
GILD | Sell | GILEAD SCIENCES INC | $668,253 | -25.1% | 8,671 | -19.3% | 0.14% | -26.1% |
WHR | Buy | WHIRLPOOL CORP | $669,393 | +16.2% | 4,499 | +3.1% | 0.14% | +14.3% |
PXD | Sell | PIONEER NAT RES CO | $669,638 | -1.2% | 3,232 | -2.6% | 0.14% | -2.9% |
APD | Buy | AIR PRODS & CHEMS INC | $663,428 | +9.2% | 2,215 | +4.7% | 0.14% | +8.0% |
EMR | Buy | EMERSON ELEC CO | $660,142 | +8.2% | 7,303 | +4.3% | 0.13% | +6.3% |
DHR | Buy | DANAHER CORPORATION | $655,058 | -3.2% | 2,729 | +1.6% | 0.13% | -5.0% |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $652,340 | -1.4% | 7,104 | +0.8% | 0.13% | -3.6% |
IT | Sell | GARTNER INC | $652,277 | -16.5% | 1,862 | -22.4% | 0.13% | -18.0% |
WY | Sell | WEYERHAEUSER CO MTN BE | $643,651 | +6.2% | 19,208 | -4.5% | 0.13% | +4.8% |
HPQ | Buy | HP INC | $638,534 | +8.0% | 20,792 | +3.3% | 0.13% | +6.6% |
XOP | Buy | SPDR SER TRs&p oilgas exp | $635,775 | +5.7% | 4,935 | +4.7% | 0.13% | +4.0% |
BA | Buy | BOEING CO | $619,377 | +4.6% | 2,933 | +5.2% | 0.13% | +3.3% |
AMGN | Buy | AMGEN INC | $618,760 | -4.4% | 2,787 | +4.1% | 0.13% | -6.0% |
PM | Buy | PHILIP MORRIS INTL INC | $621,692 | +6.2% | 6,368 | +5.8% | 0.13% | +4.1% |
TXN | Buy | TEXAS INSTRS INC | $609,330 | -0.1% | 3,385 | +3.2% | 0.12% | -1.6% |
MS | Buy | MORGAN STANLEY | $611,898 | +6.9% | 7,165 | +9.9% | 0.12% | +5.1% |
MTD | Buy | METTLER TOLEDO INTERNATIONAL | $605,322 | -12.0% | 462 | +2.7% | 0.12% | -13.4% |
PH | Buy | PARKER-HANNIFIN CORP | $605,270 | +19.2% | 1,552 | +2.7% | 0.12% | +17.1% |
New | THOMSON REUTERS CORP. | $599,673 | – | 4,444 | +100.0% | 0.12% | – | |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $600,862 | -27.1% | 4,490 | -28.6% | 0.12% | -28.2% |
IWM | Sell | ISHARES TRrussell 2000 etf | $594,987 | +3.1% | 3,177 | -1.8% | 0.12% | +1.7% |
CTVA | Buy | CORTEVA INC | $590,457 | -3.3% | 10,305 | +1.8% | 0.12% | -4.8% |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $585,330 | +2.4% | 9,349 | +2.1% | 0.12% | +0.8% |
AMAT | Buy | APPLIED MATLS INC | $588,600 | +22.5% | 4,072 | +4.1% | 0.12% | +20.2% |
ANTM | Buy | ELEVANCE HEALTH INC | $581,918 | -2.9% | 1,310 | +0.5% | 0.12% | -4.8% |
CARR | Buy | CARRIER GLOBAL CORPORATION | $582,988 | +9.0% | 11,728 | +0.3% | 0.12% | +7.3% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $581,993 | +13.4% | 5,767 | +4.5% | 0.12% | +11.3% |
C | Buy | CITIGROUP INC | $577,224 | +2.8% | 12,537 | +4.7% | 0.12% | +0.9% |
PSX | Buy | PHILLIPS 66 | $570,432 | -2.5% | 5,981 | +3.7% | 0.12% | -4.1% |
SLV | ISHARES SILVER TRishares | $572,825 | -5.6% | 27,421 | 0.0% | 0.12% | -7.2% | |
IVE | Sell | ISHARES TRs&p 500 val etf | $565,239 | -5.4% | 3,507 | -10.9% | 0.12% | -6.5% |
ALPS ETF TRoshares us qualt | $568,527 | +4.4% | 12,924 | 0.0% | 0.12% | +2.7% | ||
SHY | Sell | ISHARES TR1 3 yr treas bd | $564,664 | -81.8% | 6,964 | -81.5% | 0.12% | -82.0% |
SAP | Buy | SAP SEspon adr | $563,657 | +11.0% | 4,120 | +2.6% | 0.11% | +8.6% |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $560,587 | +13.6% | 2,278 | +4.3% | 0.11% | +11.8% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $555,812 | +8.8% | 7,886 | -1.4% | 0.11% | +6.6% |
CNC | Buy | CENTENE CORP DEL | $558,177 | +7.5% | 8,275 | +0.7% | 0.11% | +5.6% |
IJR | Sell | ISHARES TRcore s&p scp etf | $558,206 | -15.2% | 5,602 | -17.7% | 0.11% | -16.9% |
Buy | GENERAL ELECTRIC CO | $550,996 | +18.7% | 5,016 | +3.3% | 0.11% | +16.7% | |
BLK | Buy | BLACKROCK INC | $550,056 | +5.6% | 796 | +2.2% | 0.11% | +3.7% |
VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $548,316 | -0.8% | 9,498 | +0.6% | 0.11% | -2.6% |
PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $542,097 | +3.6% | 7,148 | +1.5% | 0.11% | +1.9% |
TDV | Buy | PROSHARES TRs&p tech dividen | $543,475 | +101.7% | 8,202 | +86.2% | 0.11% | +96.4% |
HUM | Sell | HUMANA INC | $539,308 | -10.0% | 1,206 | -2.3% | 0.11% | -12.1% |
DIS | Buy | DISNEY WALT CO | $529,921 | +13.6% | 5,935 | +27.4% | 0.11% | +12.5% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $526,058 | +3.5% | 7,212 | -1.1% | 0.11% | +1.9% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $512,865 | -7.4% | 2,861 | +0.2% | 0.10% | -8.8% |
IAK | Sell | ISHARES TRu.s. insrnce etf | $514,140 | -8.8% | 5,850 | -11.1% | 0.10% | -10.3% |
RMD | Buy | RESMED INC | $514,723 | +2.1% | 2,356 | +2.3% | 0.10% | 0.0% |
COST | Buy | COSTCO WHSL CORP NEW | $514,070 | +9.4% | 955 | +1.0% | 0.10% | +7.2% |
BBY | Buy | BEST BUY INC | $509,421 | +9.5% | 6,216 | +4.5% | 0.10% | +7.3% |
SWK | Buy | STANLEY BLACK & DECKER INC | $506,147 | +19.8% | 5,401 | +3.0% | 0.10% | +18.4% |
ALKS | Sell | ALKERMES PLC | $500,988 | -40.8% | 16,006 | -46.6% | 0.10% | -41.7% |
TSN | Buy | TYSON FOODS INCcl a | $501,334 | +21.5% | 9,822 | +41.2% | 0.10% | +20.0% |
GLW | New | CORNING INC | $495,954 | – | 14,154 | +100.0% | 0.10% | – |
IUSB | Buy | ISHARES TRcore total usd | $493,492 | +5.7% | 10,853 | +7.3% | 0.10% | +4.2% |
FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $492,402 | +28.8% | 3,769 | +12.3% | 0.10% | +26.6% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $493,507 | -0.4% | 2,245 | +0.9% | 0.10% | -2.0% |
RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $487,453 | – | 1,636 | +100.0% | 0.10% | – |
ALGN | Buy | ALIGN TECHNOLOGY INC | $487,316 | +7.5% | 1,378 | +1.5% | 0.10% | +5.3% |
USPH | Buy | U S PHYSICAL THERAPY | $480,712 | +75.9% | 3,960 | +41.9% | 0.10% | +75.0% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $482,234 | -2.7% | 11,854 | -3.4% | 0.10% | -3.9% |
BDX | Buy | BECTON DICKINSON & CO | $473,324 | +15.4% | 1,793 | +8.3% | 0.10% | +12.9% |
NOC | Buy | NORTHROP GRUMMAN CORP | $474,409 | +4.4% | 1,041 | +5.7% | 0.10% | +2.1% |
INCY | Sell | INCYTE CORP | $472,976 | -14.2% | 7,598 | -0.4% | 0.10% | -15.8% |
EOG | Buy | EOG RES INC | $466,025 | +7.0% | 4,072 | +7.2% | 0.10% | +5.6% |
BCRX | Sell | BIOCRYST PHARMACEUTICALS INC | $469,962 | -16.8% | 66,756 | -1.5% | 0.10% | -18.8% |
DFS | Buy | DISCOVER FINL SVCS | $465,849 | +20.3% | 3,987 | +1.8% | 0.10% | +18.8% |
LRCX | Sell | LAM RESEARCH CORP | $469,584 | -1.4% | 730 | -18.7% | 0.10% | -3.1% |
IWF | Buy | ISHARES TRrus 1000 grw etf | $464,428 | +12.7% | 1,688 | +0.1% | 0.09% | +10.6% |
ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $461,927 | +103.2% | 3,173 | +80.4% | 0.09% | +100.0% |
IWD | ISHARES TRrus 1000 val etf | $464,336 | +3.7% | 2,942 | 0.0% | 0.09% | +1.1% | |
ORCL | Sell | ORACLE CORP | $458,462 | +27.0% | 3,850 | -0.9% | 0.09% | +24.0% |
SBUX | Buy | STARBUCKS CORP | $451,883 | +0.5% | 4,562 | +5.7% | 0.09% | -1.1% |
IEMG | Buy | ISHARES INCcore msci emkt | $447,821 | +71.0% | 9,085 | +69.2% | 0.09% | +68.5% |
ENSG | Buy | ENSIGN GROUP INC | $441,759 | +0.9% | 4,628 | +1.0% | 0.09% | 0.0% |
NEE | Buy | NEXTERA ENERGY INC | $442,892 | -2.2% | 5,969 | +1.5% | 0.09% | -4.3% |
TJX | Buy | TJX COS INC NEW | $437,288 | +16.6% | 5,157 | +7.8% | 0.09% | +15.6% |
SCHW | Buy | SCHWAB CHARLES CORP | $438,062 | +16.1% | 7,729 | +7.3% | 0.09% | +14.1% |
PRGO | Buy | PERRIGO CO PLC | $434,731 | +12.1% | 12,805 | +18.5% | 0.09% | +10.0% |
DUK | Sell | DUKE ENERGY CORP NEW | $434,635 | -17.0% | 4,843 | -10.8% | 0.09% | -18.5% |
WRK | Sell | WESTROCK CO | $435,921 | -19.3% | 14,996 | -15.4% | 0.09% | -21.4% |
SJNK | New | SPDR SER TRbloomberg sht te | $435,412 | – | 17,628 | +100.0% | 0.09% | – |
ORLY | Sell | OREILLY AUTOMOTIVE INC | $433,706 | +10.6% | 454 | -1.7% | 0.09% | +8.6% |
PPG | Buy | PPG INDS INC | $435,985 | +97.4% | 2,940 | +77.9% | 0.09% | +91.3% |
YUM | Buy | YUM BRANDS INC | $434,145 | +59.7% | 3,133 | +52.2% | 0.09% | +57.1% |
DD | Buy | DUPONT DE NEMOURS INC | $430,595 | +2.2% | 6,027 | +2.7% | 0.09% | 0.0% |
BILL | New | BILL HOLDINGS INC | $430,943 | – | 3,688 | +100.0% | 0.09% | – |
ANSS | Buy | ANSYS INC | $430,672 | +2.1% | 1,304 | +2.8% | 0.09% | 0.0% |
FOXA | Buy | FOX CORP | $428,648 | +2.9% | 12,607 | +3.0% | 0.09% | +1.2% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $424,615 | +4.8% | 5,043 | +13.3% | 0.09% | +2.4% |
KMX | Buy | CARMAX INC | $422,267 | +43.4% | 5,045 | +10.1% | 0.09% | +41.0% |
REGN | Sell | REGENERON PHARMACEUTICALS | $425,376 | -14.9% | 592 | -2.6% | 0.09% | -16.5% |
DON | Buy | WISDOMTREE TRus midcap divid | $422,773 | +8.0% | 10,054 | +5.2% | 0.09% | +6.2% |
TNL | Buy | TRAVEL PLUS LEISURE CO | $426,179 | +11.6% | 10,565 | +8.5% | 0.09% | +8.9% |
SYY | Buy | SYSCO CORP | $424,735 | -1.1% | 5,724 | +3.0% | 0.09% | -3.4% |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $417,488 | +1.8% | 7,673 | 0.0% | 0.08% | 0.0% | |
EXPI | Sell | EXP WORLD HLDGS INC | $418,533 | +48.7% | 20,638 | -7.0% | 0.08% | +46.6% |
VV | VANGUARD INDEX FDSlarge cap etf | $414,765 | +8.5% | 2,046 | 0.0% | 0.08% | +6.3% | |
Sell | STEVANATO GROUP S P A | $415,662 | +22.4% | 12,837 | -2.1% | 0.08% | +20.0% | |
EFA | Sell | ISHARES TRmsci eafe etf | $412,795 | -8.2% | 5,694 | -9.4% | 0.08% | -9.7% |
NXST | Buy | NEXSTAR MEDIA GROUP INC | $407,506 | -0.4% | 2,447 | +3.3% | 0.08% | -1.2% |
DE | Buy | DEERE & CO | $408,450 | +1.8% | 1,008 | +3.7% | 0.08% | 0.0% |
PNC | Buy | PNC FINL SVCS GROUP INC | $404,524 | +3.4% | 3,212 | +4.4% | 0.08% | +1.2% |
FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $404,149 | -58.3% | 11,883 | -56.5% | 0.08% | -59.0% |
REGL | Buy | PROSHARES TRs&p mdcp 400 div | $405,001 | -0.6% | 5,763 | +0.1% | 0.08% | -2.4% |
MLM | Buy | MARTIN MARIETTA MATLS INC | $404,925 | +31.5% | 877 | +1.2% | 0.08% | +28.1% |
EPAM | Sell | EPAM SYS INC | $404,775 | -25.3% | 1,801 | -0.6% | 0.08% | -26.8% |
MILN | Sell | GLOBAL X FDSmillennial consu | $402,551 | -4.3% | 12,635 | -10.6% | 0.08% | -5.7% |
MMM | Buy | 3M CO | $400,586 | +0.6% | 4,002 | +5.6% | 0.08% | -1.2% |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $398,490 | +18.6% | 6,104 | +10.7% | 0.08% | +17.4% |
SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $400,768 | +0.9% | 4,451 | +1.6% | 0.08% | -1.2% |
PLD | Sell | PROLOGIS INC. | $398,189 | -2.6% | 3,247 | -0.9% | 0.08% | -3.6% |
EHC | Buy | ENCOMPASS HEALTH CORP | $400,885 | +25.7% | 5,921 | +0.5% | 0.08% | +22.7% |
ARKW | Sell | ARK ETF TRnext gnrtn inter | $394,738 | +7.6% | 6,735 | -1.6% | 0.08% | +5.3% |
IPAR | Buy | INTER PARFUMS INC | $395,068 | -3.8% | 2,921 | +1.2% | 0.08% | -5.9% |
FE | Sell | FIRSTENERGY CORP | $388,015 | -32.0% | 9,980 | -30.0% | 0.08% | -33.1% |
KHC | Buy | KRAFT HEINZ CO | $385,006 | +54.4% | 10,845 | +68.2% | 0.08% | +52.9% |
COF | Buy | CAPITAL ONE FINL CORP | $383,908 | +16.1% | 3,510 | +2.0% | 0.08% | +14.7% |
FMX | Sell | FOMENTO ECONOMICO MEXICANO Sspon adr units | $384,763 | +4.7% | 3,471 | -10.1% | 0.08% | +2.6% |
MTRN | Buy | MATERION CORP | $380,907 | +0.1% | 3,335 | +1.7% | 0.08% | -2.5% |
XEL | Buy | XCEL ENERGY INC | $381,771 | -5.3% | 6,141 | +2.7% | 0.08% | -7.2% |
DXCM | Buy | DEXCOM INC | $380,904 | +14.4% | 2,964 | +3.4% | 0.08% | +11.6% |
WING | Sell | WINGSTOP INC | $373,286 | -2.8% | 1,865 | -10.9% | 0.08% | -3.8% |
ETN | Buy | EATON CORP PLC | $375,962 | +22.7% | 1,870 | +4.6% | 0.08% | +20.6% |
NOG | Buy | NORTHERN OIL & GAS INC | $374,195 | +14.9% | 10,903 | +1.6% | 0.08% | +13.4% |
NXPI | Buy | NXP SEMICONDUCTORS N V | $367,813 | +35.0% | 1,797 | +23.0% | 0.08% | +33.9% |
ALSN | Sell | ALLISON TRANSMISSION HLDGS I | $369,778 | +24.3% | 6,549 | -0.4% | 0.08% | +23.0% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $369,329 | -2.0% | 1,887 | -1.8% | 0.08% | -3.8% |
SXI | Sell | STANDEX INTL CORP | $363,050 | +14.1% | 2,566 | -1.3% | 0.07% | +12.1% |
OAS | Buy | CHORD ENERGY CORPORATION | $365,563 | +16.3% | 2,377 | +1.8% | 0.07% | +13.8% |
PGR | Sell | PROGRESSIVE CORP | $363,853 | -9.4% | 2,749 | -2.1% | 0.07% | -10.8% |
MUFG | Sell | MITSUBISHI UFJ FINL GROUP INsponsored ads | $366,803 | +5.1% | 49,770 | -8.9% | 0.07% | +2.8% |
GWW | Sell | GRAINGER W W INC | $364,657 | +11.8% | 462 | -2.3% | 0.07% | +10.4% |
CASY | Buy | CASEYS GEN STORES INC | $359,814 | +16.3% | 1,475 | +3.2% | 0.07% | +14.1% |
BC | Buy | BRUNSWICK CORP | $361,085 | +7.2% | 4,168 | +1.5% | 0.07% | +4.3% |
LSTR | Buy | LANDSTAR SYS INC | $360,736 | +9.2% | 1,874 | +1.7% | 0.07% | +7.4% |
NSP | Buy | INSPERITY INC | $358,065 | +9.3% | 3,010 | +11.6% | 0.07% | +7.4% |
CME | Buy | CME GROUP INC | $360,461 | +3.1% | 1,945 | +6.5% | 0.07% | +1.4% |
COG | Buy | COTERRA ENERGY INC | $358,165 | +5.8% | 14,157 | +2.6% | 0.07% | +4.3% |
ARES | Buy | ARES MANAGEMENT CORPORATION | $352,834 | +16.4% | 3,662 | +0.8% | 0.07% | +14.3% |
AJG | Sell | GALLAGHER ARTHUR J & CO | $357,040 | +9.9% | 1,626 | -4.2% | 0.07% | +7.5% |
CAT | Buy | CATERPILLAR INC | $354,065 | +8.8% | 1,439 | +1.1% | 0.07% | +7.5% |
BWXT | Buy | BWX TECHNOLOGIES INC | $354,396 | +15.4% | 4,952 | +1.6% | 0.07% | +14.3% |
ITOT | Buy | ISHARES TRcore s&p ttl stk | $354,890 | +13.9% | 3,627 | +5.4% | 0.07% | +12.5% |
LULU | Sell | LULULEMON ATHLETICA INC | $353,141 | +2.2% | 933 | -1.7% | 0.07% | +1.4% |
FTNT | Sell | FORTINET INC | $349,150 | +1.4% | 4,619 | -10.9% | 0.07% | 0.0% |
LMAT | Sell | LEMAITRE VASCULAR INC | $348,414 | +9.1% | 5,179 | -16.6% | 0.07% | +7.6% |
IBUY | Sell | AMPLIFY ETF TRonlin retl etf | $349,053 | -7.6% | 7,552 | -11.7% | 0.07% | -9.0% |
KNSL | Buy | KINSALE CAP GROUP INC | $352,159 | +25.9% | 941 | +1.0% | 0.07% | +22.4% |
ARKK | Sell | ARK ETF TRinnovation etf | $351,415 | +7.0% | 7,961 | -2.2% | 0.07% | +4.4% |
ISRG | Sell | INTUITIVE SURGICAL INC | $344,334 | +21.2% | 1,007 | -9.4% | 0.07% | +18.6% |
CDW | Buy | CDW CORP | $342,245 | +56.2% | 1,865 | +65.9% | 0.07% | +53.3% |
ECL | Buy | ECOLAB INC | $337,746 | +15.7% | 1,809 | +2.6% | 0.07% | +15.0% |
CMS | New | CMS ENERGY CORP | $335,868 | – | 5,717 | +100.0% | 0.07% | – |
LFUS | Buy | LITTELFUSE INC | $336,581 | +10.3% | 1,155 | +1.5% | 0.07% | +7.9% |
EWJ | ISHARES INCmsci jpn etf new | $334,384 | +5.5% | 5,402 | 0.0% | 0.07% | +4.6% | |
ESI | Buy | ELEMENT SOLUTIONS INC | $336,651 | +0.3% | 17,534 | +0.8% | 0.07% | -1.4% |
CCI | Buy | CROWN CASTLE INC | $332,442 | -13.0% | 2,918 | +2.2% | 0.07% | -15.2% |
OLED | Buy | UNIVERSAL DISPLAY CORP | $332,432 | -6.4% | 2,306 | +0.8% | 0.07% | -8.2% |
KR | Sell | KROGER CO | $326,615 | -12.6% | 6,949 | -8.2% | 0.07% | -14.3% |
WH | WYNDHAM HOTELS & RESORTS INC | $323,582 | +1.1% | 4,719 | 0.0% | 0.07% | 0.0% | |
OZK | Buy | BANK OZK LITTLE ROCK ARK | $322,835 | +19.4% | 8,039 | +1.7% | 0.07% | +17.9% |
CDNS | Sell | CADENCE DESIGN SYSTEM INC | $325,279 | +0.2% | 1,387 | -10.2% | 0.07% | -1.5% |
ENB | Buy | ENBRIDGE INC | $327,396 | +24.7% | 8,813 | +28.1% | 0.07% | +22.2% |
EEMV | Sell | ISHARES INCmsci emerg mrkt | $322,880 | -23.7% | 5,873 | -24.3% | 0.07% | -24.1% |
TTEK | Buy | TETRA TECH INC NEW | $321,709 | +14.1% | 1,965 | +2.3% | 0.06% | +12.1% |
HLNE | Buy | HAMILTON LANE INCcl a | $317,370 | +10.4% | 3,968 | +2.1% | 0.06% | +8.5% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $317,310 | -18.9% | 1,214 | -22.3% | 0.06% | -21.0% |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $314,341 | +0.2% | 3,762 | -0.4% | 0.06% | -1.5% |
Buy | CIVITAS RESOURCES INC | $313,492 | +6.1% | 4,519 | +4.5% | 0.06% | +4.9% | |
HOMB | Buy | HOME BANCSHARES INC | $313,835 | +6.9% | 13,765 | +1.8% | 0.06% | +4.9% |
BP | Sell | BP PLCsponsored adr | $317,632 | -11.2% | 9,001 | -4.5% | 0.06% | -13.5% |
DES | Buy | WISDOMTREE TRus smallcap divd | $310,644 | +11.1% | 10,790 | +10.2% | 0.06% | +8.6% |
AIG | New | AMERICAN INTL GROUP INC | $309,695 | – | 5,382 | +100.0% | 0.06% | – |
ACAD | Sell | ACADIA PHARMACEUTICALS INC | $306,105 | +26.5% | 12,781 | -0.6% | 0.06% | +24.0% |
RCL | New | ROYAL CARIBBEAN GROUP | $305,210 | – | 2,942 | +100.0% | 0.06% | – |
Buy | GSK PLCsponsored adr | $305,389 | +20.7% | 8,569 | +20.5% | 0.06% | +19.2% | |
BOTZ | GLOBAL X FDSrbtcs artfl inte | $305,520 | +12.7% | 10,630 | 0.0% | 0.06% | +10.7% | |
CHE | Buy | CHEMED CORP NEW | $301,757 | +1.8% | 557 | +1.1% | 0.06% | 0.0% |
Buy | WARNER BROS DISCOVERY INC | $294,627 | -11.0% | 23,495 | +7.2% | 0.06% | -11.8% | |
AAP | Buy | ADVANCE AUTO PARTS INC | $293,860 | -32.0% | 4,180 | +17.6% | 0.06% | -32.6% |
BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $297,301 | +0.5% | 6,523 | +1.6% | 0.06% | -1.6% |
LMT | Sell | LOCKHEED MARTIN CORP | $297,609 | -15.2% | 646 | -13.1% | 0.06% | -17.8% |
DOCU | Sell | DOCUSIGN INC | $296,373 | -12.7% | 5,801 | -0.4% | 0.06% | -14.3% |
SNA | Sell | SNAP ON INC | $296,550 | +11.4% | 1,029 | -4.6% | 0.06% | +9.1% |
CNS | Buy | COHEN & STEERS INC | $298,103 | -6.7% | 5,141 | +2.9% | 0.06% | -9.1% |
UBER | New | UBER TECHNOLOGIES INC | $289,153 | – | 6,698 | +100.0% | 0.06% | – |
ATO | Buy | ATMOS ENERGY CORP | $293,060 | +13.4% | 2,519 | +9.5% | 0.06% | +11.3% |
VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $288,904 | -34.1% | 6,256 | -35.6% | 0.06% | -35.2% |
TROW | Buy | PRICE T ROWE GROUP INC | $291,100 | +5.4% | 2,599 | +6.3% | 0.06% | +3.5% |
UTZ | Buy | UTZ BRANDS INC | $289,919 | -0.6% | 17,721 | +0.1% | 0.06% | -1.7% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $292,104 | +23.9% | 2,564 | +6.6% | 0.06% | +20.4% |
HIG | Buy | HARTFORD FINL SVCS GROUP INC | $286,471 | +8.9% | 3,978 | +5.3% | 0.06% | +7.4% |
Buy | SHELL PLCspon ads | $286,563 | +6.4% | 4,746 | +1.4% | 0.06% | +3.6% | |
RELX | Sell | RELX PLCsponsored adr | $287,273 | -6.0% | 8,593 | -8.8% | 0.06% | -7.9% |
AL | Buy | AIR LEASE CORPcl a | $279,948 | +7.7% | 6,689 | +1.3% | 0.06% | +5.6% |
BIIB | Sell | BIOGEN INC | $278,868 | -1.5% | 979 | -3.8% | 0.06% | -1.7% |
K | Buy | KELLOGG CO | $281,794 | +1.8% | 4,181 | +1.1% | 0.06% | 0.0% |
HOLX | Buy | HOLOGIC INC | $276,189 | +9.1% | 3,411 | +8.7% | 0.06% | +7.7% |
BBVA | Sell | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $274,026 | -3.6% | 35,680 | -11.5% | 0.06% | -5.1% |
AGM | Buy | FEDERAL AGRIC MTG CORPcl c | $277,839 | +10.8% | 1,933 | +2.7% | 0.06% | +7.7% |
VRTX | Sell | VERTEX PHARMACEUTICALS INC | $274,138 | +2.6% | 779 | -8.1% | 0.06% | +1.8% |
YPF | Sell | YPF SOCIEDAD ANONIMAspon adr cl d | $270,417 | +15.1% | 18,161 | -15.2% | 0.06% | +12.2% |
DAL | New | DELTA AIR LINES INC DEL | $273,165 | – | 5,746 | +100.0% | 0.06% | – |
RPM | Buy | RPM INTL INC | $272,659 | +4.7% | 3,039 | +1.8% | 0.06% | +1.9% |
AMT | Sell | AMERICAN TOWER CORP NEW | $271,312 | -7.1% | 1,399 | -2.2% | 0.06% | -8.3% |
POWI | Sell | POWER INTEGRATIONS INC | $273,134 | +2.7% | 2,885 | -8.2% | 0.06% | 0.0% |
ENTG | New | ENTEGRIS INC | $272,696 | – | 2,461 | +100.0% | 0.06% | – |
KLIC | Buy | KULICKE & SOFFA INDS INC | $272,713 | +14.3% | 4,587 | +1.3% | 0.06% | +12.2% |
GPN | Buy | GLOBAL PMTS INC | $272,069 | +6.8% | 2,762 | +14.1% | 0.06% | +3.8% |
IQV | Buy | IQVIA HLDGS INC | $264,554 | +24.7% | 1,177 | +10.3% | 0.05% | +22.7% |
HSY | Sell | HERSHEY CO | $265,036 | -12.6% | 1,061 | -11.0% | 0.05% | -14.3% |
CCOI | Buy | COGENT COMMUNICATIONS HLDGS | $266,969 | +6.9% | 3,967 | +1.3% | 0.05% | +3.8% |
CINF | Buy | CINCINNATI FINL CORP | $261,498 | -10.9% | 2,687 | +2.6% | 0.05% | -13.1% |
IRM | Buy | IRON MTN INC DEL | $263,574 | +9.4% | 4,639 | +1.9% | 0.05% | +6.0% |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $261,284 | -40.3% | 4,607 | -29.8% | 0.05% | -41.1% |
ATVI | New | ACTIVISION BLIZZARD INC | $263,296 | – | 3,123 | +100.0% | 0.05% | – |
DHI | New | D R HORTON INC | $260,754 | – | 2,143 | +100.0% | 0.05% | – |
TRNO | Sell | TERRENO RLTY CORP | $263,117 | -7.6% | 4,378 | -0.7% | 0.05% | -10.2% |
MUSA | Buy | MURPHY USA INC | $259,466 | +23.8% | 834 | +2.7% | 0.05% | +23.3% |
D | New | DOMINION ENERGY INC | $258,802 | – | 4,997 | +100.0% | 0.05% | – |
UAL | Buy | UNITED AIRLS HLDGS INC | $263,047 | +25.2% | 4,794 | +0.9% | 0.05% | +23.3% |
CPK | Buy | CHESAPEAKE UTILS CORP | $261,210 | -5.5% | 2,195 | +1.7% | 0.05% | -7.0% |
TT | Sell | TRANE TECHNOLOGIES PLC | $257,588 | +3.7% | 1,347 | -0.3% | 0.05% | +2.0% |
WELL | Sell | WELLTOWER INC | $255,283 | -5.3% | 3,156 | -16.0% | 0.05% | -7.1% |
Sell | CONSTELLATION ENERGY CORP | $251,713 | -18.9% | 2,749 | -30.5% | 0.05% | -20.3% | |
HEI | Buy | HEICO CORP NEW | $253,732 | +7.0% | 1,434 | +3.5% | 0.05% | +4.1% |
HDB | Sell | HDFC BANK LTDsponsored ads | $245,902 | -4.2% | 3,528 | -8.4% | 0.05% | -5.7% |
BX | Buy | BLACKSTONE INC | $245,317 | +12.3% | 2,639 | +6.1% | 0.05% | +11.1% |
MPC | Sell | MARATHON PETE CORP | $246,594 | -48.8% | 2,115 | -40.8% | 0.05% | -50.0% |
MMC | Sell | MARSH & MCLENNAN COS INC | $245,767 | -57.1% | 1,307 | -62.0% | 0.05% | -57.6% |
MSI | Buy | MOTOROLA SOLUTIONS INC | $246,482 | +4.2% | 840 | +1.7% | 0.05% | +2.0% |
NXRT | Buy | NEXPOINT RESIDENTIAL TR INC | $247,179 | +5.4% | 5,435 | +1.2% | 0.05% | +4.2% |
PCAR | Sell | PACCAR INC | $246,080 | +0.2% | 2,942 | -12.3% | 0.05% | -2.0% |
FMAT | FIDELITY COVINGTON TRUSTmsci matls index | $244,778 | +2.3% | 5,246 | 0.0% | 0.05% | +2.0% | |
SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $244,097 | +0.8% | 5,079 | +2.3% | 0.05% | 0.0% |
SNOW | Buy | SNOWFLAKE INCcl a | $245,844 | +22.8% | 1,397 | +7.6% | 0.05% | +22.0% |
SQ | Buy | BLOCK INCcl a | $245,510 | -1.3% | 3,688 | +1.8% | 0.05% | -2.0% |
CSGP | New | COSTAR GROUP INC | $247,776 | – | 2,784 | +100.0% | 0.05% | – |
CMG | New | CHIPOTLE MEXICAN GRILL INC | $245,985 | – | 115 | +100.0% | 0.05% | – |
CMI | Buy | CUMMINS INC | $242,730 | +4.7% | 990 | +2.1% | 0.05% | +2.1% |
HACK | Sell | ETF MANAGERS TRprime cybr scrty | $239,395 | +4.3% | 4,733 | -1.4% | 0.05% | +4.3% |
KWR | Buy | QUAKER HOUGHTON | $242,433 | +0.7% | 1,244 | +2.2% | 0.05% | -2.0% |
ABC | New | AMERISOURCEBERGEN CORP | $241,958 | – | 1,257 | +100.0% | 0.05% | – |
CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $240,673 | +6.2% | 5,300 | 0.0% | 0.05% | +4.3% | |
ING | Sell | ING GROEP N.V.sponsored adr | $243,002 | +2.4% | 18,040 | -9.8% | 0.05% | 0.0% |
BACPRL | BANK AMERICA CORP7.25%cnv pfd l | $240,223 | +0.3% | 205 | 0.0% | 0.05% | 0.0% | |
DOV | Buy | DOVER CORP | $234,341 | +0.2% | 1,587 | +3.1% | 0.05% | 0.0% |
WM | Sell | WASTE MGMT INC DEL | $235,826 | +4.9% | 1,360 | -1.2% | 0.05% | +4.3% |
New | HF SINCLAIR CORP | $238,128 | – | 5,338 | +100.0% | 0.05% | – | |
EFX | New | EQUIFAX INC | $235,685 | – | 1,002 | +100.0% | 0.05% | – |
IEV | Buy | ISHARES TReurope etf | $235,820 | +2.0% | 4,666 | +1.0% | 0.05% | 0.0% |
UMH | Buy | UMH PPTYS INC | $236,244 | +10.4% | 14,784 | +2.2% | 0.05% | +9.1% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $235,304 | +3.5% | 2,496 | +0.2% | 0.05% | +2.1% |
CBT | New | CABOT CORP | $237,935 | – | 3,557 | +100.0% | 0.05% | – |
ABM | Buy | ABM INDS INC | $232,003 | -3.9% | 5,440 | +1.3% | 0.05% | -6.0% |
ED | Sell | CONSOLIDATED EDISON INC | $229,590 | -7.0% | 2,540 | -1.6% | 0.05% | -7.8% |
EQIX | Sell | EQUINIX INC | $231,852 | +4.1% | 296 | -4.2% | 0.05% | +2.2% |
SEDG | New | SOLAREDGE TECHNOLOGIES INC | $232,997 | – | 866 | +100.0% | 0.05% | – |
SYK | Sell | STRYKER CORPORATION | $232,293 | +4.8% | 761 | -1.9% | 0.05% | +2.2% |
CALF | New | PACER FDS TRpacer us small | $227,820 | – | 5,598 | +100.0% | 0.05% | – |
JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $225,651 | -0.0% | 4,500 | +0.3% | 0.05% | -2.1% |
EXAS | New | EXACT SCIENCES CORP | $226,393 | – | 2,411 | +100.0% | 0.05% | – |
VTR | Sell | VENTAS INC | $228,270 | +8.5% | 4,829 | -0.5% | 0.05% | +7.0% |
HAL | New | HALLIBURTON CO | $224,465 | – | 6,804 | +100.0% | 0.05% | – |
AFL | Buy | AFLAC INC | $227,626 | +10.4% | 3,261 | +2.1% | 0.05% | +7.0% |
Sell | AMERICA MOVIL SAB DE CVspon ads rp cl b | $227,673 | -12.1% | 10,521 | -14.5% | 0.05% | -13.2% | |
GDX | VANECK ETF TRUSTgold miners etf | $226,397 | -6.9% | 7,519 | 0.0% | 0.05% | -8.0% | |
TTD | New | THE TRADE DESK INC | $228,648 | – | 2,961 | +100.0% | 0.05% | – |
AZO | Sell | AUTOZONE INC | $224,402 | -4.9% | 90 | -6.2% | 0.05% | -6.1% |
TBX | PROSHARES TRsht 7-10 yr tr | $225,674 | +3.0% | 7,860 | 0.0% | 0.05% | +2.2% | |
IVLU | Sell | ISHARES TRmsci intl vlu ft | $225,996 | -5.7% | 8,880 | -8.1% | 0.05% | -6.1% |
SOXX | New | ISHARES TRishares semicdtr | $221,673 | – | 437 | +100.0% | 0.04% | – |
JWN | New | NORDSTROM INC | $215,373 | – | 10,521 | +100.0% | 0.04% | – |
FDX | New | FEDEX CORP | $219,170 | – | 884 | +100.0% | 0.04% | – |
BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $214,994 | – | 1,926 | +100.0% | 0.04% | – |
FLT | New | FLEETCOR TECHNOLOGIES INC | $217,937 | – | 868 | +100.0% | 0.04% | – |
CABO | Buy | CABLE ONE INC | $214,897 | -1.9% | 327 | +4.8% | 0.04% | -2.2% |
DBEF | DBX ETF TRxtrack msci eafe | $218,763 | +0.5% | 6,185 | 0.0% | 0.04% | -2.2% | |
CX | New | CEMEX SAB DE CVspon adr new | $210,326 | – | 29,707 | +100.0% | 0.04% | – |
EW | New | EDWARDS LIFESCIENCES CORP | $214,035 | – | 2,269 | +100.0% | 0.04% | – |
CRAI | Buy | CRA INTL INC | $210,474 | -3.4% | 2,063 | +2.1% | 0.04% | -4.4% |
MELI | New | MERCADOLIBRE INC | $210,859 | – | 178 | +100.0% | 0.04% | – |
UNP | New | UNION PAC CORP | $206,582 | – | 1,010 | +100.0% | 0.04% | – |
DGRO | New | ISHARES TRcore div grwth | $208,136 | – | 4,039 | +100.0% | 0.04% | – |
RJF | New | RAYMOND JAMES FINL INC | $206,451 | – | 1,990 | +100.0% | 0.04% | – |
RSG | New | REPUBLIC SVCS INC | $206,162 | – | 1,346 | +100.0% | 0.04% | – |
MNRO | Buy | MONRO INC | $205,892 | -16.4% | 5,067 | +1.7% | 0.04% | -17.6% |
PAM | New | PAMPA ENERGIA S Aspons adr lvl i | $207,676 | – | 4,794 | +100.0% | 0.04% | – |
DAR | New | DARLING INGREDIENTS INC | $206,233 | – | 3,233 | +100.0% | 0.04% | – |
DY | New | DYCOM INDS INC | $206,616 | – | 1,818 | +100.0% | 0.04% | – |
PKX | Sell | POSCO HOLDINGS INCsponsored adr | $205,652 | -9.6% | 2,781 | -14.8% | 0.04% | -10.6% |
DTE | Sell | DTE ENERGY CO | $201,000 | -1.3% | 1,827 | -1.8% | 0.04% | -2.4% |
VEEV | New | VEEVA SYS INC | $203,662 | – | 1,030 | +100.0% | 0.04% | – |
FEZ | New | SPDR INDEX SHS FDSeuro stoxx 50 | $201,806 | – | 4,389 | +100.0% | 0.04% | – |
MFC | New | MANULIFE FINL CORP | $200,503 | – | 10,603 | +100.0% | 0.04% | – |
F | Buy | FORD MTR CO DEL | $201,291 | +38.4% | 13,304 | +15.3% | 0.04% | +36.7% |
KNSA | KINIKSA PHARMACEUTICALS LTD | $200,471 | +30.9% | 14,238 | 0.0% | 0.04% | +28.1% | |
HST | New | HOST HOTELS & RESORTS INC | $198,178 | – | 11,775 | +100.0% | 0.04% | – |
ARDX | Buy | ARDELYX INC | $187,247 | -2.8% | 55,235 | +37.3% | 0.04% | -5.0% |
ASX | Sell | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $188,869 | -15.1% | 24,245 | -13.2% | 0.04% | -17.4% |
VIPS | Sell | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $184,569 | -8.6% | 11,186 | -15.9% | 0.04% | -11.9% |
KW | Buy | KENNEDY-WILSON HOLDINGS INC | $180,533 | -1.5% | 11,055 | +0.1% | 0.04% | -2.6% |
New | COREBRIDGE FINL INC | $179,210 | – | 10,148 | +100.0% | 0.04% | – | |
WU | Buy | WESTERN UN CO | $166,887 | +12.1% | 14,227 | +6.6% | 0.03% | +9.7% |
ERJ | New | EMBRAER S.A.sponsored ads | $155,698 | – | 10,071 | +100.0% | 0.03% | – |
TME | Sell | TENCENT MUSIC ENTMT GROUPspon ads | $145,364 | -22.6% | 19,697 | -13.2% | 0.03% | -23.1% |
Buy | ARIS WATER SOLUTIONS INC | $131,735 | +36.9% | 12,765 | +3.3% | 0.03% | +35.0% | |
ORAN | New | ORANGEsponsored adr | $126,818 | – | 10,895 | +100.0% | 0.03% | – |
DRD | New | DRDGOLD LIMITEDspon adr repstg | $109,344 | – | 10,296 | +100.0% | 0.02% | – |
New | HALEON PLCspon ads | $104,386 | – | 12,457 | +100.0% | 0.02% | – | |
SELB | SELECTA BIOSCIENCES INC | $95,075 | -19.4% | 84,888 | 0.0% | 0.02% | -20.8% | |
LWLG | LIGHTWAVE LOGIC INC | $69,700 | +33.3% | 10,000 | 0.0% | 0.01% | +27.3% | |
ABEV | Buy | AMBEV SAsponsored adr | $64,080 | +14.5% | 20,151 | +1.6% | 0.01% | +8.3% |
SAN | BANCO SANTANDER S.A.adr | $61,582 | +0.5% | 16,599 | 0.0% | 0.01% | -7.7% | |
LYG | LLOYDS BANKING GROUP PLCsponsored adr | $57,237 | -5.2% | 26,017 | 0.0% | 0.01% | 0.0% | |
ADAP | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $17,934 | -15.1% | 19,388 | 0.0% | 0.00% | 0.0% | |
BSGM | New | BIOSIG TECHNOLOGIES INC | $17,444 | – | 13,955 | +100.0% | 0.00% | – |
ALPP | Exit | ALPINE 4 HOLDINGS INCcl a | $0 | – | -10,152 | -100.0% | -0.00% | – |
VSTM | Exit | VERASTEM INC | $0 | – | -10,000 | -100.0% | -0.00% | – |
SEAC | Exit | SEACHANGE INTL INC | $0 | – | -36,725 | -100.0% | -0.00% | – |
Exit | HIVE BLOCKCHAIN TECHNLGIES L | $0 | – | -10,000 | -100.0% | -0.01% | – | |
ADPT | Exit | ADAPTIVE BIOTECHNOLOGIES COR | $0 | – | -11,250 | -100.0% | -0.02% | – |
GGB | Exit | GERDAU SAspon adr rep pfd | $0 | – | -32,681 | -100.0% | -0.03% | – |
AEG | Exit | AEGON N V | $0 | – | -39,572 | -100.0% | -0.04% | – |
UVXY | Exit | PROSHARES TR IIultra vix short | $0 | – | -40,000 | -100.0% | -0.04% | – |
SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -1,622 | -100.0% | -0.04% | – |
CAG | Exit | CONAGRA BRANDS INC | $0 | – | -5,357 | -100.0% | -0.04% | – |
STT | Exit | STATE STR CORP | $0 | – | -2,682 | -100.0% | -0.04% | – |
TTEC | Exit | TTEC HLDGS INC | $0 | – | -5,520 | -100.0% | -0.04% | – |
PSA | Exit | PUBLIC STORAGE | $0 | – | -678 | -100.0% | -0.04% | – |
BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -2,718 | -100.0% | -0.04% | – |
IQ | Exit | IQIYI INCsponsored ads | $0 | – | -28,447 | -100.0% | -0.04% | – |
SCVL | Exit | SHOE CARNIVAL INC | $0 | – | -8,123 | -100.0% | -0.04% | – |
IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -3,084 | -100.0% | -0.04% | – |
BMAR | Exit | INNOVATOR ETFS TRus eqty bufr mar | $0 | – | -6,169 | -100.0% | -0.04% | – |
TGT | Exit | TARGET CORP | $0 | – | -1,294 | -100.0% | -0.04% | – |
TCOM | Exit | TRIP COM GROUP LTDads | $0 | – | -5,799 | -100.0% | -0.04% | – |
CRH | Exit | CRH PLCadr | $0 | – | -4,270 | -100.0% | -0.04% | – |
SQM | Exit | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $0 | – | -2,664 | -100.0% | -0.04% | – |
TNP | Exit | TSAKOS ENERGY NAVIGATION LTD | $0 | – | -11,409 | -100.0% | -0.05% | – |
VFC | Exit | V F CORP | $0 | – | -9,699 | -100.0% | -0.05% | – |
STM | Exit | STMICROELECTRONICS N Vny registry | $0 | – | -4,173 | -100.0% | -0.05% | – |
KOF | Exit | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $0 | – | -2,802 | -100.0% | -0.05% | – |
ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -2,881 | -100.0% | -0.05% | – |
USB | Exit | US BANCORP DEL | $0 | – | -6,452 | -100.0% | -0.05% | – |
VICI | Exit | VICI PPTYS INC | $0 | – | -7,146 | -100.0% | -0.05% | – |
ANET | Exit | ARISTA NETWORKS INC | $0 | – | -1,386 | -100.0% | -0.05% | – |
ALB | Exit | ALBEMARLE CORP | $0 | – | -1,051 | -100.0% | -0.05% | – |
LKFN | Exit | LAKELAND FINL CORP | $0 | – | -3,800 | -100.0% | -0.05% | – |
UFPI | Exit | UFP INDUSTRIES INC | $0 | – | -3,075 | -100.0% | -0.05% | – |
URI | Exit | UNITED RENTALS INC | $0 | – | -624 | -100.0% | -0.05% | – |
Exit | ENVIVA INC | $0 | – | -8,479 | -100.0% | -0.05% | – | |
ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -2,707 | -100.0% | -0.05% | – |
AADR | Exit | ADVISORSHARES TRdorsey wrigt adr | $0 | – | -5,504 | -100.0% | -0.05% | – |
MSCI | Exit | MSCI INC | $0 | – | -473 | -100.0% | -0.06% | – |
PDEC | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -8,412 | -100.0% | -0.06% | – |
ABB | Exit | ABB LTDsponsored adr | $0 | – | -7,865 | -100.0% | -0.06% | – |
APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -3,341 | -100.0% | -0.06% | – |
SSTK | Exit | SHUTTERSTOCK INC | $0 | – | -3,808 | -100.0% | -0.06% | – |
FISV | Exit | FISERV INC | $0 | – | -2,427 | -100.0% | -0.06% | – |
PAPR | Exit | INNOVATOR ETFS TRus eqt pwr buf | $0 | – | -9,597 | -100.0% | -0.06% | – |
TS | Exit | TENARIS S Asponsored ads | $0 | – | -10,127 | -100.0% | -0.06% | – |
PMAY | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -10,218 | -100.0% | -0.06% | – |
BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -4,681 | -100.0% | -0.06% | – |
IFRA | Exit | ISHARES TRus infrastruc | $0 | – | -8,425 | -100.0% | -0.06% | – |
PMAR | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -9,879 | -100.0% | -0.07% | – |
PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -1,927 | -100.0% | -0.08% | – |
BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -9,761 | -100.0% | -0.09% | – |
NTAP | Exit | NETAPP INC | $0 | – | -7,164 | -100.0% | -0.09% | – |
PAUG | Exit | INNOVATOR ETFS TRus eqty pwr bf | $0 | – | -17,768 | -100.0% | -0.11% | – |
TRI | Exit | THOMSON REUTERS CORP. | $0 | – | -4,405 | -100.0% | -0.12% | – |
PJUL | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -39,228 | -100.0% | -0.26% | – |
CP | Exit | CANADIAN PAC RY LTD | $0 | – | -17,370 | -100.0% | -0.28% | – |
SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -85,634 | -100.0% | -0.51% | – |
EQL | Exit | ALPS ETF TRequal sec etf | $0 | – | -27,214 | -100.0% | -0.56% | – |
IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -36,638 | -100.0% | -0.75% | – |
BAUG | Exit | INNOVATOR ETFS TRus equt bufr aug | $0 | – | -253,324 | -100.0% | -1.65% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- AllianceBernstein LP #1
- Advisory Research Inc #2
- AEW Capital Management LP #3
- AMI Asset Management Corp #4
- Aristotle Capital Management LLC #5
- AthenaInvest Advisors LLC #6
- Atlanta Capital #7
- Beaumont Financial Partners LLC #8
- Berkshire Asset Management LLC #9
- BMO Asset Management Corp #10
- Brookmont Capital Management LLC #11
- Cambiar Investors LLC #12
- Clark Capital Management Group LLC #13
- Cohen & Steers Capital Management Inc #14
- Columbia Management Investment Advisers LLC #15
- Congress Asset Management Company #16
- Copeland Capital Management LLC #17
- Diamond Hill Capital Management Inc #18
- DSM Capital Partners LLC #19
- Dorsey, Wright & Associates LLC #20
- Goldman Sachs Asset Management LP #21
- Granite Investment Partners LLC #22
- Eaton Vance Management #23
- Granite Investment Partners LLC #24
- GW&K Investment Management LLC #25
- Harding Loevner LP #26
- Henry James International Management Inc. #27
- Invesco Advisers Inc #28
- JP Morgan #29
- Lazard Asset Management LLC #30
- Legg Mason Private Portfolio Group, LLC #31
- Macquarie Invesment Management Business Trust #32
- Miller Howard Investments Inc #33
- Neuberger Berman Investment Advisers LLC #34
- Newfound Research LLC #35
- Parametric Portfolio Associates LLC #36
- Peregrine Capital Management LLC #37
- Polen Capital Management LLC #38
- SouthernSun Asset Management LLC #39
- Sustainable Growth Advisers, LP #40
- London Co of Virginia #41
- Thompson, Siegel & Walmsley LLC #42
- Thornburg #43
- Donoghue Forlines LLC #44
- Wakefield Asset Management LLLP #45
- WCM Investment Management LLC #46
- Redwood Investments LLC #47
- Principal Global Investors #48
- Fred Alger Management LLC #49
- ARK Investment Management LLC #50
- Causeway Capital Management LLC #51
- Gyroscope Capital Management Group LLC #52
- Hillman Capital Management, Inc. #53
- Polaris Wealth Advisory Group, LLC #54
- Adviser Investment LLC #55
- Earnest Partners LLC #56
- Bahl & Gaynor Inc. #57
- Loomis Sayles & CO LP #58
- Capital Group Companies Inc. #59
- Montrusco Bolton Investments Inc. #60
- 55I #61
- Barrow Hanley #62
- Parnassus Investments #63
- Stonebridge Advisors llc #64
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
CHUBB LIMITED | 17 | Q3 2023 | 10.2% |
SPDR S&P 500 ETF TR | 17 | Q3 2023 | 6.3% |
MICROSOFT CORP | 17 | Q3 2023 | 2.0% |
ALPHABET INC | 17 | Q3 2023 | 1.7% |
ALPHABET INC | 17 | Q3 2023 | 1.5% |
ISHARES TR | 17 | Q3 2023 | 4.6% |
INDEXIQ ETF TR | 17 | Q3 2023 | 1.8% |
PROSHARES TR | 17 | Q3 2023 | 1.5% |
MERCK &CO INC | 17 | Q3 2023 | 1.4% |
VERIZON COMMUNICATIONS INC | 17 | Q3 2023 | 1.4% |
View PERSONAL CFO SOLUTIONS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-01 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-02 |
13F-HR | 2022-02-11 |
13F-HR | 2021-11-18 |
View PERSONAL CFO SOLUTIONS, 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.