$682 Million is the total value of Wealthcare Advisory Partners LLC's 1547 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 47.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPLG | Buy | SPDR PORTFOLIO LARGECAP | $81,313,000 | +369.0% | 2,688,022 | +486.4% | 11.92% | +440.8% |
SPTM | Buy | SPDR PORTFOLIO TOTAL STOCK MAR | $29,592,000 | +9797.0% | 940,926 | +12460.8% | 4.34% | +11315.8% |
IJH | Buy | ISHARES CORE S&P MID-CAP ETF | $27,981,000 | -4.0% | 194,503 | +37.4% | 4.10% | +10.8% |
SPSM | Buy | SPDR PORTFOLIO SMALLCAP | $27,854,000 | +0.4% | 1,275,346 | +50.0% | 4.08% | +15.8% |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKET | $22,264,000 | -13.7% | 667,794 | +14.1% | 3.26% | -0.5% |
VEU | Buy | VANGUARD FTSE ALL-WORLD EX-US | $16,421,000 | -4.9% | 400,322 | +24.6% | 2.41% | +9.7% |
SPAB | New | SPDR PORTFOLIO AGGREGATE BOND | $16,302,000 | – | 539,432 | +100.0% | 2.39% | – |
MBB | Buy | ISHARES MBS ETF | $15,690,000 | +54003.4% | 142,071 | +52518.9% | 2.30% | +57400.0% |
DBEF | Buy | XTRACKERS MSCI EAFE HEDGED EQU | $12,649,000 | -12.8% | 471,985 | +9.9% | 1.85% | +0.5% |
ULST | New | SPDR SSGA ULTRA SHORT TERM BON | $11,632,000 | – | 298,646 | +100.0% | 1.70% | – |
CMBS | Buy | ISHARES CMBS ETF | $11,419,000 | +1141800.0% | 212,691 | +817942.3% | 1.67% | – |
QLTA | New | ISHARES AAA A RATED CORP BD ET | $11,390,000 | – | 206,560 | +100.0% | 1.67% | – |
AAPL | Buy | APPLE INC | $7,226,000 | +18.2% | 28,415 | +36.5% | 1.06% | +36.3% |
MSFT | Buy | MICROSOFT CORP | $6,346,000 | +17.6% | 40,238 | +17.6% | 0.93% | +35.6% |
JNJ | Buy | JOHNSON & JOHNSON | $6,245,000 | +239.4% | 47,622 | +277.6% | 0.92% | +291.0% |
SCZ | Buy | ISHARES MSCI EAFE SMALL CAP IN | $5,781,000 | -17.0% | 128,944 | +15.3% | 0.85% | -4.4% |
UPS | Buy | UNITED PARCEL SERVICE INC | $5,710,000 | +0.7% | 61,121 | +26.1% | 0.84% | +16.1% |
VNQ | Buy | VANGUARD REAL ESTATE | $4,300,000 | -19.7% | 61,567 | +6.6% | 0.63% | -7.5% |
IWD | Buy | ISHARES RUSSELL 1000 VALUE ETF | $3,783,000 | -17.5% | 38,145 | +13.5% | 0.56% | -4.8% |
BKLN | Buy | INVESCO SENIOR LOAN | $3,748,000 | +0.6% | 183,189 | +12.2% | 0.55% | +15.8% |
SPDW | Buy | SPDR PORTFOLIO DEVELOPED WLD E | $3,727,000 | +92.0% | 155,698 | +151.4% | 0.55% | +121.1% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD | $3,636,000 | -5.6% | 51,391 | +25.1% | 0.53% | +9.0% |
GLD | Buy | SPDR GOLD SHARES | $3,199,000 | +158.2% | 21,605 | +149.3% | 0.47% | +196.8% |
AMZN | Buy | AMAZON.COM INC | $3,006,000 | +71.4% | 1,542 | +62.5% | 0.44% | +97.8% |
IAU | Buy | ISHARES GOLD TRUST | $2,511,000 | +759.9% | 166,612 | +727.6% | 0.37% | +894.6% |
VZ | Buy | VERIZON COMMUNICATIONS | $2,406,000 | +13.1% | 44,778 | +29.3% | 0.35% | +30.7% |
SPTI | Buy | SPDR PORTFOLIO INTMDT TERM TRS | $2,383,000 | +1115.8% | 71,940 | +1037.6% | 0.35% | +1296.0% |
IWF | Buy | ISHARES RUSSELL 1000 GROWTH ET | $2,236,000 | -3.0% | 14,843 | +13.3% | 0.33% | +11.9% |
QYLD | Buy | GLOBAL X FDS NASDAQ 100 COVERE | $2,193,000 | -17.3% | 113,809 | +1.4% | 0.32% | -4.7% |
SPYG | Buy | SPDR S&P 500 GROWTH ETF | $1,840,000 | -11.1% | 51,493 | +4.2% | 0.27% | +2.7% |
DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEN | $1,678,000 | -33.1% | 69,449 | +5.3% | 0.25% | -22.9% |
JPM | Buy | JPMORGAN CHASE & CO. | $1,512,000 | -1.3% | 16,798 | +52.8% | 0.22% | +13.8% |
LQD | Buy | ISHARES IBOXX INVESTMENT GRADE | $1,483,000 | +5.6% | 12,005 | +9.4% | 0.22% | +21.9% |
SHM | Buy | SPDR NUVEEN BLMBG BARCLAYS ST | $1,454,000 | +50.4% | 29,726 | +50.9% | 0.21% | +73.2% |
DIS | Buy | WALT DISNEY CO | $1,339,000 | +7.9% | 13,861 | +61.5% | 0.20% | +24.1% |
QQQ | Buy | INVESCO QQQ TRUST SERIES 1 | $1,307,000 | +26.6% | 6,866 | +41.5% | 0.19% | +46.6% |
PAYX | Buy | PAYCHEX INC | $1,310,000 | -25.9% | 20,825 | +0.3% | 0.19% | -14.7% |
MRK | Buy | MERCK & CO INC | $1,304,000 | -10.1% | 16,946 | +6.2% | 0.19% | +3.8% |
DES | Buy | WISDOMTREE SMLCAP DIVIDEND | $1,298,000 | -26.4% | 72,029 | +17.2% | 0.19% | -15.2% |
PDI | Buy | PIMCO DYNAMIC INCOME | $1,252,000 | -14.2% | 56,674 | +25.9% | 0.18% | -1.1% |
TJX | Buy | TJX COMPANIES INC | $1,257,000 | -20.1% | 26,291 | +2.0% | 0.18% | -8.0% |
SDY | Buy | SPDR S&P DIVIDEND | $1,205,000 | +71.4% | 15,087 | +131.0% | 0.18% | +98.9% |
NKE | Buy | NIKE INC CLASS B | $1,192,000 | -5.0% | 14,405 | +16.3% | 0.18% | +9.4% |
HD | Buy | HOME DEPOT INC | $1,179,000 | -9.2% | 6,312 | +6.2% | 0.17% | +4.8% |
VCSH | Buy | VANGUARD SHORT TERM CORP BOND | $1,160,000 | +6.4% | 14,661 | +9.0% | 0.17% | +22.3% |
BA | Buy | BOEING CO | $1,128,000 | +23.0% | 7,562 | +168.7% | 0.16% | +41.0% |
BRKA | New | BERKSHIRE HATHAWAY CL A | $1,088,000 | – | 4 | +100.0% | 0.16% | – |
WPC | Buy | W.P. CAREY INC. | $1,050,000 | +71.6% | 18,078 | +136.4% | 0.15% | +97.4% |
LMT | Buy | LOCKHEED MARTIN CORP | $1,019,000 | -9.3% | 3,005 | +4.1% | 0.15% | +4.2% |
PSK | Buy | SPDR WELLS FARGO PREFERRED STO | $1,003,000 | +1312.7% | 25,590 | +1487.5% | 0.15% | +1533.3% |
MTB | Buy | M&T BANK CORP | $1,006,000 | -39.0% | 9,722 | +0.1% | 0.15% | -30.0% |
MMC | Buy | MARSH & MCLENNAN CO INC | $983,000 | +361.5% | 11,370 | +494.0% | 0.14% | +433.3% |
CVX | Buy | CHEVRON CORP | $967,000 | -37.7% | 13,344 | +3.7% | 0.14% | -27.9% |
MCD | Buy | MCDONALD'S CORPORATION | $954,000 | -8.4% | 5,768 | +9.5% | 0.14% | +6.1% |
IGV | Buy | ISHARES EXPANDED TECH SOFTWARE | $954,000 | +71.0% | 4,537 | +89.4% | 0.14% | +97.2% |
ITW | Buy | ILLINOIS TOOL WORKS INC | $903,000 | -20.8% | 6,351 | +0.0% | 0.13% | -9.0% |
EFV | Buy | ISHARES MSCI EAFE VALUE | $898,000 | -16.9% | 25,151 | +16.1% | 0.13% | -3.6% |
HYT | Buy | BLACKROCK CORPORATE HIGH YIELD | $887,000 | +56.4% | 100,780 | +98.9% | 0.13% | +80.6% |
APD | Buy | AIR PRODUCTS & CHEMICALS INC | $880,000 | -14.6% | 4,409 | +0.5% | 0.13% | -1.5% |
VONG | Buy | VANGUARD RUSSELL 1000 GROWTH | $856,000 | +3.8% | 5,537 | +21.4% | 0.12% | +19.0% |
GOF | New | GUGGENHEIM STRATEGIC OPPORTUNI | $837,000 | – | 54,889 | +100.0% | 0.12% | – |
WTRG | New | ESSENTIALS UTILITIES INC | $806,000 | – | 19,791 | +100.0% | 0.12% | – |
CAG | Buy | CONAGRA BRANDS INC | $801,000 | -12.6% | 27,290 | +1.9% | 0.12% | 0.0% |
MS | Buy | MORGAN STANLEY | $770,000 | +3400.0% | 22,653 | +5217.6% | 0.11% | +3666.7% |
AGN | Buy | ALLERGAN PLC | $714,000 | -6.9% | 4,034 | +0.5% | 0.10% | +7.1% |
PPL | Buy | PPL CORPORATION | $701,000 | -29.7% | 28,404 | +2.2% | 0.10% | -18.9% |
EMR | Buy | EMERSON ELECTRIC CO | $688,000 | -37.5% | 14,435 | +0.1% | 0.10% | -27.9% |
TFC | Buy | TRUIST FINANCIAL CORP | $682,000 | -45.1% | 22,114 | +0.3% | 0.10% | -36.7% |
NVDA | Buy | NVIDIA CORP | $676,000 | +17.6% | 2,563 | +4.8% | 0.10% | +35.6% |
PGX | Buy | INVESCO PREFERRED ETF | $654,000 | -11.6% | 49,700 | +0.9% | 0.10% | +2.1% |
ABT | Buy | ABBOTT LABORATORIES | $651,000 | -8.2% | 8,244 | +1.0% | 0.10% | +5.6% |
HYMB | Buy | SPDR NUVEEN S&P HIGH YIELD MUN | $639,000 | +12.7% | 11,684 | +21.6% | 0.09% | +30.6% |
IEFA | Buy | ISHARES CORE MSCI EAFE | $631,000 | -6.1% | 12,657 | +22.8% | 0.09% | +8.2% |
IWN | Buy | ISHARES RUSSELL 2000 VALUE ETF | $618,000 | +7.1% | 7,530 | +67.9% | 0.09% | +24.7% |
DOCU | Buy | DOCUSIGN INC | $616,000 | +220.8% | 6,669 | +158.1% | 0.09% | +275.0% |
EIM | Buy | EATON VANCE MUNI BOND FUND | $588,000 | +148.1% | 47,150 | +156.2% | 0.09% | +186.7% |
NPV | Buy | NUVEEN VA QUALITY MUN INCOME F | $584,000 | +9633.3% | 45,182 | +11195.5% | 0.09% | +8500.0% |
IBB | Buy | ISHARES NASDAQ BIOTECHNOLOGY E | $577,000 | +84.3% | 5,359 | +106.2% | 0.08% | +112.5% |
CIBR | Buy | FIRST TR EXCHANGE TRADED FD II | $568,000 | -9.6% | 22,057 | +5.5% | 0.08% | +3.8% |
RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT | $557,000 | -19.4% | 6,634 | +11.1% | 0.08% | -6.8% |
QDEF | Buy | FLEXSHARES QUALITY DIVID DEFEN | $558,000 | -23.8% | 15,326 | +0.0% | 0.08% | -11.8% |
BOND | Buy | PIMCO TOTAL RETURN ACTIVE ETF | $554,000 | +3.6% | 5,222 | +5.2% | 0.08% | +19.1% |
GPC | Buy | GENUINE PARTS CO | $550,000 | -36.6% | 8,171 | +0.0% | 0.08% | -26.4% |
DTH | Buy | WISDOMTREE INTERNATIONAL HIGH | $503,000 | +22.4% | 17,059 | +74.3% | 0.07% | +42.3% |
VONV | Buy | VANGUARD RUSSELL 1000 VALUE | $489,000 | -20.7% | 5,620 | +9.2% | 0.07% | -7.7% |
KMI | Buy | KINDER MORGAN INC | $481,000 | +7.8% | 34,557 | +64.1% | 0.07% | +24.6% |
TLT | Buy | ISHARES BARCLAYS 20 YR TREASU | $481,000 | +24.3% | 2,918 | +2.1% | 0.07% | +44.9% |
TD | Buy | TORONTO-DOMINION BANK | $485,000 | -24.2% | 11,432 | +0.2% | 0.07% | -12.3% |
FTSM | Buy | FIRST TR ENHANCED SHORT MATURI | $478,000 | +2555.6% | 8,094 | +2598.0% | 0.07% | +3400.0% |
CRDA | New | CRAWFORD CO CL A | $475,000 | – | 66,010 | +100.0% | 0.07% | – |
IJJ | Buy | ISHARES S&P MID-CAP 400 VALUE | $477,000 | -14.8% | 4,349 | +32.6% | 0.07% | -1.4% |
ETR | Buy | ENTERGY CORP | $473,000 | -21.4% | 5,036 | +0.2% | 0.07% | -10.4% |
GOOGL | Buy | ALPHABET INC CL A | $467,000 | +0.9% | 402 | +16.2% | 0.07% | +15.3% |
SPEM | New | SPDR EMERGING MARKETS ETF | $467,000 | – | 16,406 | +100.0% | 0.07% | – |
IGSB | Buy | ISHARES 1-5 YEAR CORPORATE BON | $451,000 | +1.8% | 8,622 | +4.3% | 0.07% | +17.9% |
IUSV | Buy | ISHARES CORE S&P U.S. VALUE ET | $446,000 | -3.5% | 9,647 | +31.7% | 0.06% | +10.2% |
XLE | Buy | SPDR ENERGY SELECT SECTOR ETF | $446,000 | +431.0% | 15,355 | +999.9% | 0.06% | +490.9% |
COST | Buy | COSTCO WHOLESALE CORP | $436,000 | +8.5% | 1,528 | +11.6% | 0.06% | +25.5% |
EXC | Buy | EXELON CORP | $438,000 | -4.4% | 11,887 | +18.2% | 0.06% | +10.3% |
BIV | Buy | VANGUARD INTERMEDIATE TERM BON | $440,000 | +16.7% | 4,923 | +13.8% | 0.06% | +33.3% |
VUG | Buy | VANGUARD GROWTH | $431,000 | +110.2% | 2,748 | +143.8% | 0.06% | +142.3% |
DIVO | Buy | AMPLIFY YIELDSHARES CWPDIVID & | $426,000 | -2.5% | 17,249 | +21.2% | 0.06% | +10.7% |
FTC | Buy | FIRST TRUST LARGE CAP GR ALPHA | $421,000 | +1730.4% | 7,026 | +2095.6% | 0.06% | +1966.7% |
LW | Buy | LAMB WESTON HOLDINGS | $414,000 | -33.7% | 7,256 | +0.0% | 0.06% | -22.8% |
GOOG | Buy | ALPHABET INC CL C | $410,000 | +45.9% | 353 | +68.1% | 0.06% | +66.7% |
CSB | Buy | VICTORY CEMP US SMALL CAP HIGH | $412,000 | -15.9% | 13,157 | +26.3% | 0.06% | -3.2% |
SBUX | Buy | STARBUCKS CORP | $393,000 | -3.9% | 5,983 | +28.6% | 0.06% | +11.5% |
DVY | Buy | ISHARES SELECT DIVIDEND | $399,000 | -26.7% | 5,425 | +5.4% | 0.06% | -15.9% |
FTA | Buy | FIRST TRUST LARGE CAP VALUE AL | $388,000 | +284.2% | 10,545 | +490.4% | 0.06% | +338.5% |
SUB | Buy | ISHARES SHORT-TERM NATIONAL MU | $385,000 | +1.3% | 3,619 | +1.7% | 0.06% | +16.7% |
WFC | Buy | WELLS FARGO & CO | $375,000 | +43.7% | 13,066 | +169.5% | 0.06% | +66.7% |
OPP | Buy | RIVERNORTH DOUBLELINE STRATEGC | $365,000 | -20.1% | 28,508 | +2.4% | 0.05% | -6.9% |
ZTS | Buy | ZOETIS INC | $367,000 | -9.2% | 3,121 | +2.4% | 0.05% | +5.9% |
ISRG | Buy | INTUITIVE SURGICAL INC | $361,000 | -12.8% | 729 | +4.1% | 0.05% | 0.0% |
TPYP | Buy | TORTOISE NORTH AMERICAN PIPELI | $357,000 | +33.2% | 26,264 | +130.1% | 0.05% | +52.9% |
CSCO | Buy | CISCO SYSTEMS INC | $355,000 | -15.5% | 9,021 | +3.1% | 0.05% | -1.9% |
LOW | Buy | LOWE'S COMPANIES INC | $347,000 | -4.9% | 4,032 | +32.5% | 0.05% | +10.9% |
SQ | Buy | SQUARE INC COM CLASS A | $348,000 | -10.5% | 6,637 | +6.8% | 0.05% | +4.1% |
BABA | Buy | ALIBABA GROUP HOLDING LTD | $339,000 | +34.0% | 1,745 | +46.0% | 0.05% | +56.2% |
BSV | Buy | VANGUARD SHORT-TERM BOND | $342,000 | +26.7% | 4,164 | +24.4% | 0.05% | +47.1% |
TGT | Buy | TARGET INC | $343,000 | +69.8% | 3,692 | +134.6% | 0.05% | +92.3% |
TSLA | Buy | TESLA INC | $328,000 | +42.0% | 626 | +13.4% | 0.05% | +65.5% |
MMM | Buy | 3M COMPANY | $328,000 | -5.2% | 2,400 | +22.4% | 0.05% | +9.1% |
CMG | Buy | CHIPOTLE MEXICAN GRILL | $321,000 | -0.9% | 490 | +26.6% | 0.05% | +14.6% |
DSL | Buy | DOUBLELINE INCOME SOLUTIONS FD | $313,000 | +2.0% | 23,500 | +51.1% | 0.05% | +17.9% |
JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ET | $308,000 | +135.1% | 6,193 | +138.0% | 0.04% | +164.7% |
RQI | Buy | COHEN & STEERS QUALITY INCOME | $307,000 | +631.0% | 33,908 | +1111.0% | 0.04% | +800.0% |
VTEB | Buy | VANGUARD MUNI BOND TAX EXEMPT | $297,000 | +6.8% | 5,620 | +8.2% | 0.04% | +25.7% |
NEE | Buy | NEXTERA ENERGY INC | $302,000 | +14.0% | 1,256 | +14.6% | 0.04% | +29.4% |
F | Buy | FORD MOTOR COMPANY | $300,000 | -29.1% | 62,138 | +36.7% | 0.04% | -18.5% |
FREL | Buy | FIDELITY MSCI REAL ESTATE INDE | $301,000 | +38.1% | 14,484 | +85.0% | 0.04% | +57.1% |
IYR | Buy | ISHARES DOW JONES US REAL ESTA | $298,000 | -25.3% | 4,284 | +0.0% | 0.04% | -13.7% |
FXL | Buy | FIRST TRUST TECHNOLOGY ALPHADE | $294,000 | +880.0% | 4,951 | +1084.4% | 0.04% | +975.0% |
FDX | Buy | FEDEX CORP | $294,000 | +2840.0% | 2,428 | +3693.8% | 0.04% | +4200.0% |
GSY | Buy | INVESCO ULTRA SHORT DURATION | $291,000 | +27.6% | 5,901 | +30.6% | 0.04% | +48.3% |
NFLX | Buy | NETFLIX INC | $295,000 | +29.4% | 786 | +11.3% | 0.04% | +48.3% |
DSI | Buy | ISHARES KLD 400 SOCIAL INDEX | $276,000 | -11.0% | 2,838 | +10.0% | 0.04% | +2.6% |
SRVR | New | PACER BENCHMARK DATA & INFRAS | $276,000 | – | 9,014 | +100.0% | 0.04% | – |
VIAC | Buy | VIACOMCBS INC B | $266,000 | -66.6% | 18,992 | +0.0% | 0.04% | -61.4% |
BXMX | Buy | NUVEEN S&P 500 BUY-WRITE INC F | $266,000 | – | 26,318 | +175353.3% | 0.04% | – |
FEYE | Buy | FIREEYE INC | $266,000 | -18.7% | 25,136 | +26.9% | 0.04% | -7.1% |
IWV | Buy | ISHARES RUSSELL 3000 | $262,000 | -14.4% | 1,767 | +8.7% | 0.04% | -2.6% |
VBK | Buy | VANGUARD SMALL-CAP GROWTH | $262,000 | -16.0% | 1,740 | +10.8% | 0.04% | -5.0% |
MTUM | Buy | ISHARES MSCI USA MOMENTUM FACT | $252,000 | +334.5% | 2,363 | +412.6% | 0.04% | +428.6% |
BB | Buy | BLACKBERRY | $244,000 | -28.0% | 59,123 | +12.0% | 0.04% | -16.3% |
BAC | Buy | BANK OF AMERICA CORP | $246,000 | -27.9% | 11,590 | +19.8% | 0.04% | -16.3% |
DE | Buy | DEERE & COMPANY | $244,000 | -19.7% | 1,765 | +0.6% | 0.04% | -7.7% |
PCN | Buy | PIMCO CORPORATE & INCOME STRAT | $230,000 | -29.9% | 17,262 | +0.7% | 0.03% | -19.0% |
UBSI | Buy | UNITED BANKSHARES INC WV | $235,000 | -39.3% | 10,175 | +1.8% | 0.03% | -30.6% |
EPD | Buy | ENTERPRISE PRODUCTS PARTNERS L | $222,000 | -45.7% | 15,533 | +6.9% | 0.03% | -36.5% |
AAL | Buy | AMERICAN AIRLINES GROUP INC | $224,000 | +1936.4% | 18,381 | +4661.9% | 0.03% | +3200.0% |
FEP | New | FIRST TRUST EUROPE ALPHADEX | $216,000 | – | 8,346 | +100.0% | 0.03% | – |
CVS | Buy | CVS HEALTH CORP | $220,000 | -16.3% | 3,715 | +4.9% | 0.03% | -3.0% |
FMB | Buy | FIRST TRUST MANAGED MUNICIPAL | $216,000 | -0.5% | 3,989 | +2.0% | 0.03% | +14.3% |
MPW | Buy | MEDICAL PROPERTIES TRUST INC | $217,000 | +3.3% | 12,539 | +26.0% | 0.03% | +18.5% |
BX | Buy | BLACKSTONE GROUP INC CL A | $188,000 | +95.8% | 4,127 | +141.6% | 0.03% | +133.3% |
FFC | New | FLAHERTY & CRUMRIN PFD & INM S | $193,000 | – | 11,579 | +100.0% | 0.03% | – |
MLPX | Buy | GLOBAL X MLP & ENERGY INFRASTR | $182,000 | -22.9% | 29,640 | +54.2% | 0.03% | -10.0% |
QCOM | Buy | QUALCOMM INCORPORATED | $182,000 | +28.2% | 2,685 | +67.3% | 0.03% | +50.0% |
XLV | Buy | SPDR HEALTH CARE SELECT SECTOR | $181,000 | +75.7% | 2,045 | +101.3% | 0.03% | +107.7% |
BUD | Buy | ANHEUSER-BUSCH INBEV | $186,000 | -45.9% | 4,204 | +0.3% | 0.03% | -38.6% |
AZN | Buy | ASTRAZENECA PLC ADR | $177,000 | -1.7% | 3,953 | +9.3% | 0.03% | +13.0% |
ADSK | Buy | AUTODESK INC | $175,000 | +360.5% | 1,119 | +438.0% | 0.03% | +420.0% |
RVT | Buy | ROYCE VALUE TRUST INC | $174,000 | +171.9% | 17,945 | +316.0% | 0.03% | +225.0% |
VIOV | Buy | VANGUARD S&P SMALL-CAP 600 VAL | $174,000 | +34.9% | 2,013 | +116.5% | 0.03% | +62.5% |
IWS | Buy | ISHARES RUSSELL MID-CAP VALUE | $172,000 | -23.6% | 2,677 | +12.8% | 0.02% | -13.8% |
PGF | Buy | INVESCO FINANCIAL PREFERRED | $170,000 | -8.1% | 10,040 | +2.4% | 0.02% | +4.2% |
AVGO | Buy | BROADCOM INC | $162,000 | +362.9% | 682 | +520.0% | 0.02% | +500.0% |
MU | Buy | MICRON TECHNOLOGY INC | $165,000 | +42.2% | 3,914 | +81.3% | 0.02% | +60.0% |
PMO | Buy | PUTNAM MUNICIPAL OPPORTUNITIES | $165,000 | +51.4% | 13,800 | +66.3% | 0.02% | +71.4% |
MDT | Buy | MEDTRONIC PLC | $166,000 | -17.4% | 1,836 | +3.5% | 0.02% | -7.7% |
FTCS | Buy | FIRST TR CAPITAL STRENGTH ETF | $163,000 | +171.7% | 3,278 | +227.8% | 0.02% | +200.0% |
JNK | Buy | SPDR BARCLAYS HIGH YIELD BOND | $156,000 | +5.4% | 1,648 | +21.8% | 0.02% | +21.1% |
ANTM | Buy | ANTHEM INC | $154,000 | -19.4% | 678 | +7.3% | 0.02% | -4.2% |
VGT | Buy | VANGUARD INFORMATION TECHNOLOG | $154,000 | +21.3% | 725 | +39.7% | 0.02% | +43.8% |
IHDG | Buy | WISDOMTREE INTERNATIONAL HEDGE | $158,000 | +652.4% | 5,219 | +795.2% | 0.02% | +666.7% |
IYLD | Buy | ISHARES TR ISHARES MORNINGSTAR | $152,000 | -20.4% | 7,596 | +1.8% | 0.02% | -8.3% |
AXP | Buy | AMERICAN EXPRESS CO | $148,000 | -29.9% | 1,723 | +1.7% | 0.02% | -18.5% |
FSK | Buy | FS KKR CAPITAL CORP | $151,000 | -12.7% | 50,295 | +78.0% | 0.02% | 0.0% |
FPX | Buy | FIRST TRUST US IPO INDEX | $153,000 | -19.5% | 2,425 | +2.5% | 0.02% | -8.3% |
VFC | Buy | V.F. CORPORATION | $140,000 | +2.2% | 2,586 | +88.8% | 0.02% | +23.5% |
CSX | Buy | CSX CORPORATION | $146,000 | -10.4% | 2,547 | +13.0% | 0.02% | 0.0% |
ZM | New | ZOOM VIDEO COMMUNICATIONS INC | $146,000 | – | 1,000 | +100.0% | 0.02% | – |
FYX | Buy | FIRST TRUST SMALL CAP CORE ALP | $140,000 | +133.3% | 3,396 | +265.2% | 0.02% | +162.5% |
SYK | Buy | STRYKER CORP | $140,000 | -4.8% | 843 | +20.6% | 0.02% | +10.5% |
IVE | Buy | ISHARES S&P 500 VALUE | $139,000 | -26.1% | 1,448 | +0.4% | 0.02% | -16.7% |
ADBE | Buy | ADOBE INC | $138,000 | +12.2% | 434 | +16.4% | 0.02% | +25.0% |
OLED | Buy | UNIVERSAL DISPLAY CORP | $135,000 | +2600.0% | 1,027 | +4008.0% | 0.02% | +1900.0% |
SCHE | Buy | SCHWAB EMERGING MARKETS EQUITY | $136,000 | +18.3% | 6,596 | +57.2% | 0.02% | +33.3% |
FIXD | Buy | FIRST TRUST TCW OPPORTUNISTIC | $138,000 | +206.7% | 2,614 | +204.3% | 0.02% | +233.3% |
LLY | Buy | ELI LILLY AND COMPANY | $128,000 | +39.1% | 923 | +32.0% | 0.02% | +58.3% |
TXN | Buy | TEXAS INSTRUMENTS INC | $130,000 | -13.9% | 1,303 | +10.3% | 0.02% | 0.0% |
PYPL | Buy | PAYPAL HOLDINGS INC | $122,000 | -4.7% | 1,275 | +8.1% | 0.02% | +12.5% |
SPGP | Buy | INVESCO EXCHANGE TRADED FD TR | $122,000 | +617.6% | 2,728 | +892.0% | 0.02% | +800.0% |
DVYE | Buy | ISHARES EMERGING MARKETS DIVID | $122,000 | +2950.0% | 4,330 | +4063.5% | 0.02% | +1700.0% |
FBT | Buy | FIRST TRUST NYSE ARCA BIOTECH | $125,000 | +48.8% | 954 | +69.1% | 0.02% | +63.6% |
VBR | Buy | VANGUARD SMALL-CAP VALUE | $120,000 | -10.4% | 1,346 | +37.6% | 0.02% | +5.9% |
VRP | New | INVESCO VARIABLE RATE PREFERRE | $125,000 | – | 5,833 | +100.0% | 0.02% | – |
FTLS | Buy | FIRST TR LONG/SHORT EQUITY | $125,000 | +64.5% | 3,332 | +88.4% | 0.02% | +80.0% |
IMTM | New | ISHARES MSCI INTL MOMENTUM FAC | $118,000 | – | 4,472 | +100.0% | 0.02% | – |
AIG | Buy | AMERICAN INTL GROUP INC | $115,000 | -43.9% | 4,763 | +19.4% | 0.02% | -34.6% |
VXF | Buy | VANGUARD EXTENDED MARKET INDEX | $118,000 | -10.6% | 1,301 | +23.8% | 0.02% | 0.0% |
TDOC | Buy | TELADOC INC | $119,000 | +95.1% | 767 | +5.1% | 0.02% | +112.5% |
LMBS | Buy | FIRST TRUST LOW DURATION OPPOR | $119,000 | +357.7% | 2,325 | +365.0% | 0.02% | +466.7% |
SLYG | Buy | SPDR S&P 600 SMALL CAP GROWTH | $119,000 | -27.0% | 2,585 | +2.3% | 0.02% | -19.0% |
SCHO | Buy | SCHWAB SHORT-TERM US TREASURY | $111,000 | +11.0% | 2,153 | +8.4% | 0.02% | +23.1% |
QAI | Buy | IQ HEDGE MULTI-STRATEGY TRACKE | $109,000 | -6.8% | 3,836 | +0.8% | 0.02% | +6.7% |
APPN | Buy | APPIAN CORP CL A | $107,000 | +1428.6% | 2,662 | +1301.1% | 0.02% | +1500.0% |
SHOP | Buy | SHOPIFY INC | $107,000 | +23.0% | 257 | +16.8% | 0.02% | +45.5% |
RMT | New | ROYCE MICROCAP TRUST INC | $112,000 | – | 20,060 | +100.0% | 0.02% | – |
VV | Buy | VANGUARD LARGE CAP | $109,000 | +75.8% | 919 | +120.4% | 0.02% | +100.0% |
MOH | New | MOLINA HEALTHCARE INC | $105,000 | – | 750 | +100.0% | 0.02% | – |
FNX | Buy | FIRST TRUST MID CAP CORE ALPHA | $104,000 | +126.1% | 2,155 | +242.1% | 0.02% | +150.0% |
SBI | Buy | WESTERN ASSET INTERMEDIATE MUN | $101,000 | +57.8% | 12,000 | +71.4% | 0.02% | +87.5% |
FXH | Buy | FIRST TRUST HEALTH CARE ALPHAD | $103,000 | +157.5% | 1,391 | +189.8% | 0.02% | +200.0% |
SUSB | Buy | ISHARES ESG 1-5 YEAR USD CORP | $101,000 | -1.9% | 4,048 | +0.2% | 0.02% | +15.4% |
SUSA | Buy | ISHARES MSCI USA ESG SELECT | $95,000 | -18.1% | 868 | +0.3% | 0.01% | -6.7% |
DAL | Buy | DELTA AIR LINES | $97,000 | +12.8% | 3,385 | +131.2% | 0.01% | +27.3% |
TT | New | TRANE TECHNOLOGIES PLC | $95,000 | – | 1,154 | +100.0% | 0.01% | – |
MA | Buy | MASTERCARD INC | $98,000 | -9.3% | 407 | +12.4% | 0.01% | 0.0% |
TREX | Buy | TREX CO INC | $96,000 | +2.1% | 1,195 | +14.4% | 0.01% | +16.7% |
NAD | Buy | NUVEEN QUALITY MUNICIPAL INCOM | $98,000 | +8.9% | 7,165 | +16.3% | 0.01% | +27.3% |
BLCN | Buy | REALITY SHARES NSD NXGN ECO ET | $88,000 | -16.2% | 4,131 | +0.2% | 0.01% | 0.0% |
FIS | Buy | FIDELITY NATIONAL INFORMATION | $90,000 | -10.9% | 738 | +1.9% | 0.01% | 0.0% |
AMT | Buy | AMERICAN TOWER REIT | $89,000 | +58.9% | 408 | +68.6% | 0.01% | +85.7% |
IWB | Buy | ISHARES RUSSELL 1000 ETF | $87,000 | +81.2% | 618 | +128.0% | 0.01% | +116.7% |
VOE | Buy | VANGUARD MID-CAP VALUE ETF | $86,000 | +1.2% | 1,052 | +47.5% | 0.01% | +18.2% |
GOVT | Buy | ISHARES US TREASURY BD | $90,000 | +136.8% | 3,227 | +121.2% | 0.01% | +160.0% |
IGF | Buy | ISHARES S&P GLOBAL INFRASTRUCT | $87,000 | +77.6% | 2,559 | +147.7% | 0.01% | +116.7% |
DHS | Buy | WISDOMTREE HIGH DIVIDEND FUND | $89,000 | -21.2% | 1,581 | +7.6% | 0.01% | -7.1% |
CL | Buy | COLGATE-PALMOLIVE CO | $88,000 | -1.1% | 1,328 | +3.1% | 0.01% | +18.2% |
GAL | Buy | SPDR SSGA GLOBAL | $87,000 | -17.9% | 2,651 | +0.4% | 0.01% | 0.0% |
LDUR | Buy | PIMCO LOW DURATION | $92,000 | +1050.0% | 930 | +994.1% | 0.01% | +1200.0% |
FDN | Buy | FIRST TRUST DOW JONES INTERNET | $91,000 | -9.9% | 732 | +1.0% | 0.01% | 0.0% |
XLI | Buy | SPDR INDUSTRIAL SELECT SECTOR | $80,000 | +1.3% | 1,352 | +40.2% | 0.01% | +20.0% |
NOC | Buy | NORTHROP GRUMMAN CORP | $81,000 | +5.2% | 269 | +20.1% | 0.01% | +20.0% |
MJ | Buy | ETFMG ALTERNATIVE HARVEST | $83,000 | +7.8% | 7,241 | +60.7% | 0.01% | +20.0% |
GM | Buy | GENERAL MOTORS CO | $80,000 | +25.0% | 3,832 | +120.6% | 0.01% | +50.0% |
MPC | Buy | MARATHON PETROLEUM CORP | $82,000 | +82.2% | 3,486 | +371.7% | 0.01% | +100.0% |
BLK | Buy | BLACKROCK INC | $78,000 | 0.0% | 176 | +13.5% | 0.01% | +10.0% |
ROKU | Buy | ROKU INC COM CL A | $74,000 | -5.1% | 848 | +46.2% | 0.01% | +10.0% |
TTD | Buy | THE TRADE DESK INC COM CL A | $74,000 | +57.4% | 385 | +113.9% | 0.01% | +83.3% |
SLQD | Buy | ISHARES 0-5 YEAR INVESTMENT GR | $78,000 | +680.0% | 1,551 | +687.3% | 0.01% | +1000.0% |
NKSH | New | NATIONAL BANKSHARES INC | $77,000 | – | 2,400 | +100.0% | 0.01% | – |
YYY | New | YIELDSHARES HIGH INCOME | $77,000 | – | 6,050 | +100.0% | 0.01% | – |
LIN | Buy | LINDE PLC | $73,000 | -16.1% | 425 | +4.2% | 0.01% | 0.0% |
HEDJ | Buy | WISDOMTREE EUROPE HEDGED EQUIT | $73,000 | -20.7% | 1,421 | +8.5% | 0.01% | -8.3% |
SLYV | Buy | SPDR S&P 600 SMALL CAPVALUE ET | $72,000 | -35.1% | 1,771 | +4.9% | 0.01% | -21.4% |
ARKK | Buy | ARK INNOVATION ETF | $74,000 | +252.4% | 1,671 | +302.7% | 0.01% | +266.7% |
MAR | Buy | MARRIOTT INTL INC CL A | $78,000 | -1.3% | 1,044 | +100.0% | 0.01% | +10.0% |
FJP | Buy | FIRST TRUST JAPAN ALPHADEX | $74,000 | +722.2% | 1,841 | +922.8% | 0.01% | +1000.0% |
HPF | New | JOHN HANCOCK PREFERRED INCOME | $78,000 | – | 5,065 | +100.0% | 0.01% | – |
DGRO | New | ISHARES CORE DIVIDEND GROWTH E | $65,000 | – | 2,005 | +100.0% | 0.01% | – |
CHWY | Buy | CHEWY INC A | $71,000 | +44.9% | 1,900 | +11.8% | 0.01% | +66.7% |
DMB | New | BNY MELLON MUNI BOND INFRA | $67,000 | – | 5,400 | +100.0% | 0.01% | – |
AFB | New | ALLIANCE NATIONAL MUNICIPAL IN | $70,000 | – | 5,500 | +100.0% | 0.01% | – |
IWR | Buy | ISHARES RUSSELL MID-CAP ETF | $68,000 | -26.1% | 1,568 | +1.8% | 0.01% | -16.7% |
DHR | Buy | DANAHER CORP | $67,000 | +19.6% | 486 | +33.2% | 0.01% | +42.9% |
RDVY | Buy | FIRST TRUST RISING DIVIDEND AC | $66,000 | -20.5% | 2,570 | +10.4% | 0.01% | -9.1% |
MXIM | Buy | MAXIM INTEGRATED PRODS | $69,000 | -20.7% | 1,418 | +0.1% | 0.01% | -9.1% |
JCI | Buy | JOHNSON CONTROLS INTERNATIONAL | $70,000 | -30.0% | 2,582 | +5.3% | 0.01% | -23.1% |
FISV | Buy | FISERV INC | $60,000 | -13.0% | 632 | +5.3% | 0.01% | 0.0% |
HACK | Buy | ETFMG PRIME CYBER SECURITY ETF | $60,000 | -14.3% | 1,690 | +0.8% | 0.01% | 0.0% |
AMX | New | AMERICA MOVIL SERIES | $59,000 | – | 5,000 | +100.0% | 0.01% | – |
PHO | Buy | INVESCO WATER RESOURCES | $62,000 | -18.4% | 1,981 | +0.1% | 0.01% | -10.0% |
MGK | Buy | VANGUARD MEGA CAP GROWTH | $61,000 | +5.2% | 479 | +19.8% | 0.01% | +28.6% |
ETJ | Buy | EATON VANCE RISK MANAGED DIVER | $63,000 | -10.0% | 7,553 | +0.1% | 0.01% | 0.0% |
STWD | New | STARWOOD PROPERTY TRUST INC | $61,000 | – | 5,910 | +100.0% | 0.01% | – |
BTA | New | BLACKROCK LONG TERM MUNICIPAL | $62,000 | – | 5,500 | +100.0% | 0.01% | – |
MHI | New | PIONEER MUNICIPAL HIGH INCOME | $63,000 | – | 5,600 | +100.0% | 0.01% | – |
IYH | Buy | ISHARES DOW JONES US HEALTHCAR | $61,000 | -9.0% | 327 | +4.8% | 0.01% | 0.0% |
CHY | Buy | CALAMOS CONVERTIBLE & HIGH INC | $59,000 | -14.5% | 6,634 | +10.1% | 0.01% | 0.0% |
MCHP | Buy | MICROCHIP TECHNOLOGY INC | $59,000 | -23.4% | 870 | +18.9% | 0.01% | -10.0% |
FPF | New | FIRST TR INTER DURATION PFD & | $58,000 | – | 3,255 | +100.0% | 0.01% | – |
KHC | Buy | KRAFT HEINZ COMPANY | $53,000 | -18.5% | 2,127 | +5.3% | 0.01% | 0.0% |
GAB | New | GABELLI EQUITY TR INC | $57,000 | – | 13,050 | +100.0% | 0.01% | – |
FTNT | Buy | FORTINET INC | $55,000 | +7.8% | 540 | +12.5% | 0.01% | +33.3% |
EFSC | Buy | ENTERPRISE FINANCIAL SERVICES | $54,000 | -41.3% | 1,918 | +0.7% | 0.01% | -33.3% |
RYH | Buy | INVESCO S&P 500 EQ WGT HEALTH | $56,000 | -15.2% | 298 | +0.3% | 0.01% | 0.0% |
KRE | Buy | SPDR S&P REGIONAL BANKING | $57,000 | -32.1% | 1,750 | +20.9% | 0.01% | -27.3% |
RDIV | Buy | INVESCO ULTRA DIVIDEND REVENUE | $56,000 | -26.3% | 2,430 | +25.9% | 0.01% | -20.0% |
CLX | Buy | CLOROX CO | $54,000 | +14.9% | 309 | +0.7% | 0.01% | +33.3% |
PRU | Buy | PRUDENTIAL FINANCIAL INC | $53,000 | -43.0% | 1,016 | +2.8% | 0.01% | -33.3% |
VKQ | New | INVESCO MUNICIPAL TRUST | $53,000 | – | 4,500 | +100.0% | 0.01% | – |
CRM | Buy | SALESFORCE.COM INC | $57,000 | +9.6% | 396 | +23.0% | 0.01% | +14.3% |
PEAK | Buy | HEALTHPEAK PROPERTIES INC | $56,000 | -27.3% | 2,332 | +4.3% | 0.01% | -20.0% |
DLR | Buy | DIGITAL REALTY TRUST INC | $52,000 | +271.4% | 378 | +215.0% | 0.01% | +300.0% |
MDB | Buy | MONGODB INC CL A | $53,000 | +47.2% | 388 | +41.1% | 0.01% | +60.0% |
FTXO | New | FIRST TR EXCHANGE TRADED FD VI | $53,000 | – | 3,400 | +100.0% | 0.01% | – |
VGSH | Buy | VANGUARD SHORT-TERM TREASURY E | $55,000 | +5.8% | 886 | +3.6% | 0.01% | +14.3% |
FAAR | New | FIRST TRUST ALTERNATIVE ABSOLU | $56,000 | – | 2,208 | +100.0% | 0.01% | – |
DD | Buy | DUPONT DE NEMOURS INC | $49,000 | -36.4% | 1,450 | +20.7% | 0.01% | -30.0% |
USIG | Buy | ISHARES TR USD INV GRDE ETF | $48,000 | +4.3% | 863 | +9.9% | 0.01% | +16.7% |
JHY | Buy | NUVEEN HIGH INCOME 2020 TARGET | $46,000 | -9.8% | 5,245 | +0.3% | 0.01% | +16.7% |
RNDV | Buy | FIRST TRUST US EQUITY DIVIDEND | $45,000 | +80.0% | 2,542 | +144.9% | 0.01% | +133.3% |
ARCC | Buy | ARES CAPITAL CORP | $50,000 | +1566.7% | 4,602 | +3095.8% | 0.01% | – |
SIRI | Buy | SIRIUS XM HOLDINGS INC | $47,000 | +80.8% | 9,429 | +154.7% | 0.01% | +133.3% |
VGM | New | INVESCO TRUST FOR INVESTMENT G | $48,000 | – | 4,000 | +100.0% | 0.01% | – |
SFL | New | SFL CORPORATION LTD | $45,000 | – | 4,750 | +100.0% | 0.01% | – |
NOK | Buy | NOKIA CORP | $47,000 | +147.4% | 15,023 | +199.1% | 0.01% | +250.0% |
XLRE | Buy | REAL ESTATE SELECT SECTOR SPDR | $46,000 | +228.6% | 1,476 | +312.3% | 0.01% | +250.0% |
BSCL | New | INVESCO BULLETSHARES 2021 CORP | $46,000 | – | 2,195 | +100.0% | 0.01% | – |
GD | Buy | GENERAL DYNAMICS CORPORATION | $50,000 | +8.7% | 375 | +42.6% | 0.01% | +16.7% |
VYMI | Buy | VANGUARD INTERNATIONAL HIGH DI | $47,000 | -27.7% | 1,031 | +0.6% | 0.01% | -12.5% |
VIGI | Buy | VANGUARD INTL DIVIDEND APPRECI | $49,000 | +48.5% | 838 | +81.8% | 0.01% | +75.0% |
PAYC | Buy | PAYCOM SOFTWARE INC | $42,000 | +61.5% | 207 | +107.0% | 0.01% | +100.0% |
CCL | Buy | CARNIVAL CORP | $39,000 | +290.0% | 2,937 | +1368.5% | 0.01% | +500.0% |
FRI | Buy | FIRST TRUST S&P REIT INDEX FUN | $39,000 | -9.3% | 2,081 | +27.6% | 0.01% | +20.0% |
VLO | Buy | VALERO ENERGY CORP | $41,000 | -51.2% | 909 | +1.8% | 0.01% | -45.5% |
PGR | Buy | PROGRESSIVE CORP | $42,000 | +27.3% | 568 | +26.5% | 0.01% | +50.0% |
RWK | Buy | INVESCO OPPENHEIMER MID CAP RE | $44,000 | -17.0% | 1,077 | +31.7% | 0.01% | -14.3% |
GH | New | GUARDANT HEALTH INC | $39,000 | – | 564 | +100.0% | 0.01% | – |
IYW | Buy | ISHARES U.S. TECHNOLOGY ETF | $43,000 | -2.3% | 212 | +12.2% | 0.01% | 0.0% |
HPQ | Buy | HP INC | $39,000 | -15.2% | 2,232 | +0.0% | 0.01% | 0.0% |
AB | Buy | ALLIANCEBERNSTEIN HOLDING LP | $38,000 | +123.5% | 2,055 | +264.4% | 0.01% | +200.0% |
VFH | Buy | VANGUARD FINANCIALS ETF | $42,000 | -19.2% | 835 | +22.3% | 0.01% | -14.3% |
VWOB | Buy | VANGUARD EMERGING MARKET BOND | $41,000 | +1266.7% | 581 | +1428.9% | 0.01% | – |
PSA | Buy | PUBLIC STORAGE INC | $39,000 | -4.9% | 199 | +2.6% | 0.01% | +20.0% |
SUI | New | SUN COMMUNITIES INC | $39,000 | – | 311 | +100.0% | 0.01% | – |
OHI | Buy | OMEGA HEALTHCARE INVESTORS, IN | $44,000 | -8.3% | 1,671 | +46.6% | 0.01% | 0.0% |
MELI | New | MERCADOLIBRE INC | $38,000 | – | 78 | +100.0% | 0.01% | – |
CIZ | Buy | VICTORY CEMP DEVELOPED ENHANCE | $43,000 | -23.2% | 1,680 | +0.1% | 0.01% | -14.3% |
IIM | New | INVESCO INSURED MUNICIPAL INCO | $42,000 | – | 3,000 | +100.0% | 0.01% | – |
FTGC | New | FIRST TRUST GLOBAL TACTICAL CO | $38,000 | – | 2,634 | +100.0% | 0.01% | – |
ESGD | Buy | ISHARES ESG MSCI EAFE ETF | $40,000 | -2.4% | 744 | +24.2% | 0.01% | +20.0% |
IWO | Buy | ISHARES RUSSELL 2000 GROWTH ET | $42,000 | -25.0% | 267 | +1.5% | 0.01% | -14.3% |
FIBR | New | ISHARES TRUST EDGE US FIXED IN | $32,000 | – | 323 | +100.0% | 0.01% | – |
DPG | New | DUFF & PHELPS GLB UTL INC FD | $31,000 | – | 3,300 | +100.0% | 0.01% | – |
TMUS | Buy | T-MOBILE US INC COM | $31,000 | +6.9% | 375 | +1.9% | 0.01% | +25.0% |
PANW | Buy | PALO ALTO NETWORKS COM | $31,000 | -27.9% | 191 | +2.1% | 0.01% | 0.0% |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY | $31,000 | +416.7% | 696 | +589.1% | 0.01% | +400.0% |
OKTA | Buy | OKTA INC COM CL A | $31,000 | +14.8% | 250 | +6.4% | 0.01% | +66.7% |
XLB | Buy | SPDR MATERIALS SELECT SECTOR | $34,000 | -15.0% | 750 | +16.5% | 0.01% | 0.0% |
NEM | Buy | NEWMONT CORPORATION | $35,000 | +6.1% | 781 | +2.9% | 0.01% | +25.0% |
FAST | Buy | FASTENAL COMPANY | $36,000 | +12.5% | 1,162 | +36.1% | 0.01% | +25.0% |
JTD | New | NUVEEN TX ADV DIV GR | $34,000 | – | 3,000 | +100.0% | 0.01% | – |
JPS | Buy | NUVEEN PREFERRED SECURITIES IN | $36,000 | -25.0% | 4,916 | +2.4% | 0.01% | -16.7% |
BIPC | New | BROOKFIELD INFRASTRUCTURE CORP | $33,000 | – | 1,026 | +100.0% | 0.01% | – |
SDC | Buy | SMILEDIRECTCLUB INC A | $33,000 | +153.8% | 7,000 | +366.7% | 0.01% | +150.0% |
XLC | Buy | SPDR COMMUNICATIONS SELECT SEC | $33,000 | +135.7% | 739 | +190.9% | 0.01% | +150.0% |
DEO | Buy | DIAGEO PLC ADR | $32,000 | -13.5% | 251 | +13.6% | 0.01% | 0.0% |
NTLA | Buy | INTELLIA THERAPEUTICS INC | $36,000 | -2.7% | 2,970 | +16.5% | 0.01% | 0.0% |
ANSS | New | ANSYS INC | $33,000 | – | 141 | +100.0% | 0.01% | – |
VDE | Buy | VANGUARD ENERGY | $37,000 | -50.0% | 956 | +5.6% | 0.01% | -44.4% |
INTU | Buy | INTUIT INC | $35,000 | -10.3% | 154 | +3.4% | 0.01% | 0.0% |
CTVA | Buy | CORTEVA INC | $35,000 | -10.3% | 1,496 | +14.0% | 0.01% | 0.0% |
GHYG | New | ISHARES INC GLOBAL HIGH YIELD | $37,000 | – | 870 | +100.0% | 0.01% | – |
UL | Buy | UNILEVER PLC ADR | $31,000 | -11.4% | 622 | +0.5% | 0.01% | +25.0% |
CHL | Buy | CHINA MOBILE HONG KONG LTD | $31,000 | +72.2% | 836 | +91.3% | 0.01% | +150.0% |
IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH | $34,000 | 0.0% | 188 | +33.3% | 0.01% | +25.0% |
EVV | Buy | EATON VANCE LIMITED DURATION I | $31,000 | 0.0% | 2,939 | +27.4% | 0.01% | +25.0% |
PHM | Buy | PULTE GROUP | $32,000 | -31.9% | 1,424 | +17.8% | 0.01% | -16.7% |
XT | Buy | ISHARES EXPONENTIAL TECHNOLOGI | $37,000 | +825.0% | 1,042 | +963.3% | 0.01% | +400.0% |
HUBS | New | HUBSPOT INC | $28,000 | – | 211 | +100.0% | 0.00% | – |
WYNN | Buy | WYNN RESORTS LTD | $29,000 | +625.0% | 475 | +1384.4% | 0.00% | +300.0% |
ARKG | New | ARK GENOMIC REVOLUTION ETF | $24,000 | – | 759 | +100.0% | 0.00% | – |
FTLB | New | FIRST TRUST LOW BETA INCOME | $28,000 | – | 1,417 | +100.0% | 0.00% | – |
NEU | Buy | NEWMARKET CORP | $27,000 | -20.6% | 70 | +1.4% | 0.00% | 0.0% |
GDV | Buy | GABELLI DIVIDEND & INCOME TRUS | $26,000 | +13.0% | 1,737 | +68.8% | 0.00% | +33.3% |
EXG | Buy | EATON VANCE TAX MANAGED GLOBAL | $26,000 | +8.3% | 4,122 | +47.9% | 0.00% | +33.3% |
TTE | Buy | TOTAL S A SPONSORED ADR | $25,000 | -21.9% | 671 | +17.7% | 0.00% | 0.0% |
TROW | Buy | T. ROWE PRICE GROUP INC | $27,000 | -12.9% | 278 | +7.8% | 0.00% | 0.0% |
MOFG | New | MIDWESTONE FINANCIAL GROUP INC | $26,000 | – | 1,243 | +100.0% | 0.00% | – |
NVCR | Buy | NOVOCURE LIMITED | $28,000 | +27.3% | 417 | +60.4% | 0.00% | +33.3% |
TWTR | Buy | TWITTER INC | $26,000 | -7.1% | 1,072 | +22.4% | 0.00% | 0.0% |
PLD | New | PROLOGIS INC | $27,000 | – | 338 | +100.0% | 0.00% | – |
EOI | Buy | EATON VANCE ENHANCED EQUITY IN | $24,000 | – | 2,001 | +200000.0% | 0.00% | – |
NGL | New | NGL ENERGY PARTNERS LP | $25,000 | – | 9,725 | +100.0% | 0.00% | – |
DFS | Buy | DISCOVER FINANCIAL SERVICES | $24,000 | -4.0% | 662 | +126.7% | 0.00% | +33.3% |
SPTL | New | SPDR PORTFOLIO LONG TERM TREAS | $27,000 | – | 573 | +100.0% | 0.00% | – |
SKYY | Buy | FIRST TR CLOUD COMPUTING ETF | $26,000 | +225.0% | 470 | +256.1% | 0.00% | +300.0% |
SCHA | Buy | SCHWAB US SMALL CAP ETF | $29,000 | +625.0% | 562 | +940.7% | 0.00% | +300.0% |
DGX | Buy | QUEST DIAGNOSTIC INC | $27,000 | +35.0% | 342 | +81.0% | 0.00% | +33.3% |
FTSL | Buy | FIRST TRUST SENIOR LOAN | $29,000 | +866.7% | 696 | +987.5% | 0.00% | – |
AMLP | Buy | ALERIAN MLP | $27,000 | -46.0% | 7,937 | +34.1% | 0.00% | -33.3% |
MGV | Buy | VANGUARD MEGA CAP VAL | $30,000 | -14.3% | 462 | +13.5% | 0.00% | 0.0% |
AOK | New | ISHARES CORE CONSERVATIVE ALLO | $30,000 | – | 880 | +100.0% | 0.00% | – |
UAL | New | UNITED CONTINENTAL HOLDINGS IN | $28,000 | – | 900 | +100.0% | 0.00% | – |
UBER | Buy | UBER TECHNOLOGIES INC | $24,000 | +84.6% | 862 | +91.6% | 0.00% | +100.0% |
SPYV | New | SPDR S&P 500 VALUE ETF | $26,000 | – | 1,000 | +100.0% | 0.00% | – |
CASY | Buy | CASEYS GENERAL STORES INC | $26,000 | -16.1% | 195 | +0.5% | 0.00% | 0.0% |
XBI | Buy | SPDR S&P BIOTECH | $25,000 | +8.7% | 321 | +31.6% | 0.00% | +33.3% |
XEL | Buy | XCEL ENERGY INC | $25,000 | 0.0% | 419 | +5.8% | 0.00% | +33.3% |
PBIP | New | PRUDENTIAL BANCORP INC | $26,000 | – | 1,750 | +100.0% | 0.00% | – |
FXD | Buy | FIRST TRUST CONSUMER DISCRETIO | $24,000 | -11.1% | 898 | +49.9% | 0.00% | +33.3% |
CSQ | New | CALAMOS STRATEGIC TOTAL RETURN | $29,000 | – | 3,017 | +100.0% | 0.00% | – |
IR | New | INGERSOLL RAND INC | $25,000 | – | 999 | +100.0% | 0.00% | – |
WPM | Buy | WHEATON PRECIOUS METALS CORP | $27,000 | +8.0% | 992 | +19.2% | 0.00% | +33.3% |
CFA | Buy | VICTORY CEMP US 500 VOLATILITY | $30,000 | -23.1% | 696 | +0.3% | 0.00% | -20.0% |
NEWT | New | NEWTEK BUSINESS SERVICES CORP | $26,000 | – | 2,000 | +100.0% | 0.00% | – |
DHC | New | DIVERSIFIED HEALTHCARE TR | $26,000 | – | 7,153 | +100.0% | 0.00% | – |
CONE | New | CYRUSONE | $27,000 | – | 439 | +100.0% | 0.00% | – |
FEMB | New | FIRST TRUST EMERGING MARKETS L | $29,000 | – | 931 | +100.0% | 0.00% | – |
TSN | Buy | TYSON FOODS INC | $26,000 | +420.0% | 444 | +788.0% | 0.00% | +300.0% |
LGLV | Buy | SPDR SSGA US LARGE CAP LOW VOL | $27,000 | -12.9% | 297 | +8.0% | 0.00% | 0.0% |
PHB | Buy | INVESCO FUNDAMENTAL HIGH YIELD | $27,000 | -15.6% | 1,648 | +0.1% | 0.00% | 0.0% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $25,000 | +8.7% | 107 | +3.9% | 0.00% | +33.3% |
PCY | Buy | INVESCO EM SOVEREIGN DEBT ETF | $27,000 | +80.0% | 1,115 | +122.6% | 0.00% | +100.0% |
WEC | Buy | WEC ENERGY GROUP INC. | $28,000 | +3.7% | 320 | +7.7% | 0.00% | +33.3% |
RYU | Buy | INVESCO S&P 500 EQUAL WEIGHT U | $21,000 | -16.0% | 233 | +0.9% | 0.00% | 0.0% |
KYN | New | KAYNE ANDERSON MLP INVESTMENT | $21,000 | – | 5,695 | +100.0% | 0.00% | – |
DTE | Buy | DTE ENERGY COMPANY | $22,000 | -18.5% | 230 | +12.2% | 0.00% | 0.0% |
AYX | New | ALTERYX INC CL A | $20,000 | – | 215 | +100.0% | 0.00% | – |
AVB | Buy | AVALONBAY COMMUNITIES INC | $18,000 | -28.0% | 125 | +6.8% | 0.00% | 0.0% |
FTAI | Buy | FORTRESS TRANSPORTATION AND IN | $20,000 | -31.0% | 2,500 | +66.7% | 0.00% | -25.0% |
FTXL | Buy | FIRST TRUST NASDAQ SEMICONDUCT | $20,000 | -20.0% | 608 | +0.2% | 0.00% | 0.0% |
BSCO | New | INVESCO BULLETSHARES 2024 CORP | $20,000 | – | 950 | +100.0% | 0.00% | – |
BGS | Buy | B&G FOODS INC | $21,000 | +5.0% | 1,155 | +2.2% | 0.00% | 0.0% |
WBA | Buy | WALGREENS BOOTS ALLIANCE | $18,000 | -10.0% | 387 | +13.5% | 0.00% | 0.0% |
WWE | Buy | WORLD WRESTLING ENTERTAINMENT | $19,000 | -47.2% | 553 | +0.4% | 0.00% | -40.0% |
CTXS | Buy | CITRIX SYSTEMS INC | $23,000 | – | 163 | +16200.0% | 0.00% | – |
BNDX | Buy | VANGUARD INTL BOND INDEX | $20,000 | +122.2% | 348 | +126.0% | 0.00% | +200.0% |
AWF | Buy | ALLIANCEBERNSTEIN GLOBAL HIGH | $19,000 | – | 2,051 | +205000.0% | 0.00% | – |
ZMLP | Buy | DIREXION ZACKS MLP HIGH INCOME | $18,000 | -58.1% | 3,642 | +1.6% | 0.00% | -40.0% |
MAA | New | MID-AMERICA APARTMENT COMMUNIT | $18,000 | – | 175 | +100.0% | 0.00% | – |
MKC | New | MCCORMICK & CO INC NON-VOTING | $18,000 | – | 124 | +100.0% | 0.00% | – |
TOL | Buy | TOLL BROTHERS INC | $20,000 | +233.3% | 1,054 | +571.3% | 0.00% | +200.0% |
SPIB | Buy | SPDR PORTFOLIO INTERM TERM COR | $21,000 | +10.5% | 625 | +17.5% | 0.00% | +50.0% |
CRSP | Buy | CRISPR THERAPEUTICS AG ORD | $23,000 | +91.7% | 545 | +179.5% | 0.00% | +50.0% |
HAS | Buy | HASBRO INC | $23,000 | -32.4% | 325 | +0.3% | 0.00% | -25.0% |
DLN | Buy | WISDOMTREE LARGECAP DIVIDEND | $19,000 | -24.0% | 233 | +0.4% | 0.00% | 0.0% |
PCAR | Buy | PACCAR INC | $20,000 | -13.0% | 328 | +14.3% | 0.00% | 0.0% |
CYBR | Buy | CYBERARK SOFTWARE LTD | $19,000 | -17.4% | 225 | +12.5% | 0.00% | 0.0% |
LH | New | LABORATORY CORP OF AMERICA HOL | $20,000 | – | 160 | +100.0% | 0.00% | – |
PTY | Buy | PIMCO CORP & INCOME OPPORTUNIT | $21,000 | – | 1,598 | +31860.0% | 0.00% | – |
K | Buy | KELLOGG | $20,000 | +11.1% | 327 | +25.8% | 0.00% | +50.0% |
SPOT | Buy | SPOTIFY TECHNOLOGY SA | $20,000 | +100.0% | 163 | +150.8% | 0.00% | +200.0% |
CSM | Buy | PROSHARES LARGE CAP CORE PLUS | $18,000 | -21.7% | 300 | +0.3% | 0.00% | 0.0% |
RHS | Buy | INVESCO S&P 500 EQUAL WEIGHT C | $20,000 | -13.0% | 162 | +0.6% | 0.00% | 0.0% |
NLY | Buy | ANNALY CAPITAL MANAGEMENT INC | $17,000 | -19.0% | 3,278 | +43.6% | 0.00% | -33.3% |
CWCO | Buy | CONSOLIDATED WATER CO LTD | $11,000 | 0.0% | 656 | +0.5% | 0.00% | +100.0% |
FMC | Buy | FMC CORP | $12,000 | +200.0% | 146 | +305.6% | 0.00% | +100.0% |
HDMV | New | FIRST TRUST HORIZON MANAGED VO | $13,000 | – | 497 | +100.0% | 0.00% | – |
VGIT | Buy | VANGD INT TM GVMT BND IND ETF | $12,000 | +200.0% | 176 | +193.3% | 0.00% | +100.0% |
FLO | Buy | FLOWERS FOODS INC | $12,000 | -7.7% | 608 | +0.8% | 0.00% | 0.0% |
FTF | New | FRANKLIN TEMP LTD DURATION INC | $14,000 | – | 1,825 | +100.0% | 0.00% | – |
NREF | New | NEXPOINT REAL ESTATE FIN INC C | $17,000 | – | 1,800 | +100.0% | 0.00% | – |
GUT | New | GABELLI UTILITY TRUST | $16,000 | – | 2,800 | +100.0% | 0.00% | – |
FIVG | New | ETF SERIES SOLUTIONS DEFIANCE | $13,000 | – | 600 | +100.0% | 0.00% | – |
HIG | Buy | HARTFORD FINANCIAL SVCS | $16,000 | -11.1% | 467 | +58.8% | 0.00% | 0.0% |
DPZ | New | DOMINO'S PIZZA INC | $11,000 | – | 35 | +100.0% | 0.00% | – |
DLTR | Buy | DOLLAR TREE STORES | $14,000 | +7.7% | 188 | +39.3% | 0.00% | 0.0% |
EMLC | Buy | VANECK EM LOCAL CURRENCY DEBT | $11,000 | +120.0% | 375 | +141.9% | 0.00% | +100.0% |
DISCA | Buy | DISCOVERY COMMUNICATIONS INC | $13,000 | +85.7% | 661 | +230.5% | 0.00% | +100.0% |
ROOF | New | INDEXIQ US REAL ESTATE SMALL C | $13,000 | – | 834 | +100.0% | 0.00% | – |
DDOG | New | DATADOG, INC | $16,000 | – | 445 | +100.0% | 0.00% | – |
IP | Buy | INTERNATIONAL PAPER CO | $13,000 | -31.6% | 421 | +0.5% | 0.00% | 0.0% |
AEE | Buy | AMEREN CORP | $16,000 | +6.7% | 215 | +7.5% | 0.00% | 0.0% |
VMW | Buy | VMWARE INC | $17,000 | -5.6% | 140 | +15.7% | 0.00% | 0.0% |
ASGN | New | ASGN INC | $11,000 | – | 300 | +100.0% | 0.00% | – |
PGHY | Buy | INVESCO GLOBAL SHORT TERM HIGH | $12,000 | +20.0% | 587 | +35.6% | 0.00% | +100.0% |
PINE | New | ALPINE INCOME PROPERTY TR INCO | $16,000 | – | 1,300 | +100.0% | 0.00% | – |
RWJ | Buy | OPPENHEIMER SMALL CAP REVENUE | $15,000 | 0.0% | 349 | +60.1% | 0.00% | 0.0% |
USO | Buy | UNITED STATES OIL | $11,000 | -57.7% | 2,500 | +25.0% | 0.00% | -33.3% |
ALL | Buy | ALLSTATE CORP | $14,000 | -6.7% | 152 | +15.2% | 0.00% | 0.0% |
CINF | New | CINCINNATI FINANCIAL | $11,000 | – | 143 | +100.0% | 0.00% | – |
WHF | New | WHITEHORSE FINANCE INC | $11,000 | – | 1,500 | +100.0% | 0.00% | – |
RCL | Buy | ROYAL CARIBBEAN CRUISES | $13,000 | -51.9% | 400 | +100.0% | 0.00% | -33.3% |
SPGI | Buy | S&P GLOBAL INC | $11,000 | -8.3% | 44 | +2.3% | 0.00% | 0.0% |
DGS | Buy | WISDOMTREE EMERGING MKTS SMALL | $12,000 | 0.0% | 367 | +50.4% | 0.00% | 0.0% |
RY | Buy | ROYAL BANK OF CANADA | $11,000 | -15.4% | 181 | +8.4% | 0.00% | 0.0% |
ACWI | Buy | ISHARES MSCI ACWI INDEX | $12,000 | +71.4% | 196 | +110.8% | 0.00% | +100.0% |
COF | Buy | CAPITAL ONE FINANCIAL CORP | $15,000 | -40.0% | 293 | +21.6% | 0.00% | -33.3% |
BZUN | Buy | BAOZUN INC SPONSORED ADR | $12,000 | +9.1% | 415 | +20.3% | 0.00% | +100.0% |
RGEN | New | REPLIGEN CORP | $14,000 | – | 150 | +100.0% | 0.00% | – |
IEI | Buy | ISHARES 3-7 YEAR TREASURY BOND | $14,000 | – | 108 | +5300.0% | 0.00% | – |
SJNK | Buy | SPDR BARCLAYS CAPITAL SHORT TE | $14,000 | +7.7% | 601 | +23.9% | 0.00% | 0.0% |
RPM | Buy | RPM INTL INC | $13,000 | +550.0% | 224 | +1020.0% | 0.00% | – |
DLS | Buy | WISDOMTREE INTL SMALL CAP DIV | $16,000 | -30.4% | 330 | +0.6% | 0.00% | -33.3% |
USHY | New | ISHARES BROAD USD HIGH YIELD C | $13,000 | – | 360 | +100.0% | 0.00% | – |
PHT | New | PIONEER HIGH INCOME TRUST | $15,000 | – | 2,400 | +100.0% | 0.00% | – |
JD | Buy | JD.COM INC SPONSORED ADR CL A | $16,000 | +33.3% | 385 | +13.2% | 0.00% | 0.0% |
JCAP | New | JERNIGAN CAP INC COM | $13,000 | – | 1,200 | +100.0% | 0.00% | – |
TEVA | Buy | TEVA PHARMACEUTICAL INDUSTRIES | $11,000 | +1000.0% | 1,242 | +961.5% | 0.00% | – |
SCHW | Buy | CHARLES SCHWAB CORP | $14,000 | -26.3% | 405 | +2.3% | 0.00% | 0.0% |
DOC | Buy | PHYSICIANS REALTY TRUST | $17,000 | -10.5% | 1,227 | +20.9% | 0.00% | 0.0% |
CMS | Buy | CMS ENERGY CORP | $14,000 | 0.0% | 242 | +7.1% | 0.00% | 0.0% |
SPLK | Buy | SPLUNK INC | $12,000 | -7.7% | 93 | +3.3% | 0.00% | 0.0% |
LITE | Buy | LUMENTUM HOLDINGS INC | $14,000 | +75.0% | 187 | +76.4% | 0.00% | +100.0% |
CII | New | BLACKROCK CAPITAL & INCOME STR | $12,000 | – | 900 | +100.0% | 0.00% | – |
BXMT | New | BLACKSTONE MORTGAGE TRUST INC | $15,000 | – | 781 | +100.0% | 0.00% | – |
MAXR | Buy | MAXAR TECHNOLOGIES LTD | $12,000 | +500.0% | 1,097 | +1030.9% | 0.00% | – |
SON | Buy | SONOCO PRODUCTS CO | $12,000 | -14.3% | 250 | +6.8% | 0.00% | 0.0% |
ADC | Buy | AGREE REALTY CORP | $11,000 | +450.0% | 178 | +535.7% | 0.00% | – |
NVAX | New | NOVAVAX INC | $12,000 | – | 850 | +100.0% | 0.00% | – |
SECT | New | MAIN SECTOR ROTATION ETF | $13,000 | – | 526 | +100.0% | 0.00% | – |
NOW | Buy | SERVICENOW INC | $13,000 | +85.7% | 47 | +80.8% | 0.00% | +100.0% |
IDOG | Buy | ALPS INTL SECTOR DIVIDEND DOGS | $5,000 | 0.0% | 267 | +34.8% | 0.00% | 0.0% |
RIGS | Buy | ALPS RIVERFRONT STRATEGIC INCO | $8,000 | 0.0% | 339 | +0.6% | 0.00% | 0.0% |
ADAP | New | ADAPTIMMUNE THERAPEUTICS PLC S | $8,000 | – | 3,050 | +100.0% | 0.00% | – |
AMRN | Buy | AMARIN CORP PLC | $8,000 | -76.5% | 2,060 | +30.0% | 0.00% | -75.0% |
AMP | Buy | AMERIPRISE FINANCIAL INC | $6,000 | – | 59 | +5800.0% | 0.00% | – |
APHA | Buy | APHRIA INC | $6,000 | -14.3% | 2,000 | +53.8% | 0.00% | 0.0% |
ADM | Buy | ARCHER DANIELS MIDLAND CO | $10,000 | -9.1% | 280 | +18.6% | 0.00% | 0.0% |
ARNA | New | ARENA PHARMACEUTICALS INC | $5,000 | – | 110 | +100.0% | 0.00% | – |
AAWW | New | ATLAS AIR WORLDWIDE HOLDINGS I | $6,000 | – | 232 | +100.0% | 0.00% | – |
AYTU | New | AYTU BIOSCIENCE INC | $6,000 | – | 3,937 | +100.0% | 0.00% | – |
OIL | New | IPATH S&P GSCI CRUDE OIL B | $5,000 | – | 1,200 | +100.0% | 0.00% | – |
BBBY | New | BED BATH & BEYOND | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
BYND | Buy | BEYOND MEAT INC | $5,000 | +25.0% | 71 | +42.0% | 0.00% | 0.0% |
BLUE | New | BLUEBIRD BIO INC | $9,000 | – | 200 | +100.0% | 0.00% | – |
BSX | Buy | BOSTON SCIENTIFIC | $4,000 | 0.0% | 114 | +37.3% | 0.00% | 0.0% |
CHRW | Buy | C.H. ROBINSON WORLDWIDE INC. | $8,000 | 0.0% | 117 | +17.0% | 0.00% | 0.0% |
CME | Buy | CME GROUP INC | $8,000 | +100.0% | 48 | +128.6% | 0.00% | 0.0% |
CRL | New | CHARLES RIVER LABORATORIES INT | $8,000 | – | 65 | +100.0% | 0.00% | – |
CIM | Buy | CHIMERA INVESTMENT CORP | $5,000 | -50.0% | 506 | +2.4% | 0.00% | 0.0% |
CHRS | New | COHERUS BIOSCIENCES INC | $8,000 | – | 500 | +100.0% | 0.00% | – |
CHCT | Buy | COMMUNITY HEALTHCARE TR INC | $4,000 | 0.0% | 101 | +1.0% | 0.00% | 0.0% |
HYLB | Buy | XTRACKERS USD HIGH YIELD CORPO | $9,000 | +800.0% | 204 | +787.0% | 0.00% | – |
EWBC | Buy | EAST WEST BANCORP | $4,000 | -33.3% | 157 | +23.6% | 0.00% | 0.0% |
ET | Buy | ENERGY TRANSFER LP | $7,000 | 0.0% | 1,467 | +186.5% | 0.00% | 0.0% |
EFX | New | EQUIFAX INC | $4,000 | – | 31 | +100.0% | 0.00% | – |
ETSY | Buy | ETSY INC | $6,000 | +50.0% | 165 | +83.3% | 0.00% | 0.0% |
EVRG | Buy | EVERGY INC | $4,000 | 0.0% | 67 | +1.5% | 0.00% | 0.0% |
ES | Buy | EVERSOURCE ENERGY | $6,000 | 0.0% | 83 | +18.6% | 0.00% | 0.0% |
FDIS | New | FIDELITY MSCI CONSUMER DISCRET | $7,000 | – | 185 | +100.0% | 0.00% | – |
FNF | Buy | FIDELITY NATIONAL FINANCIAL IN | $4,000 | -33.3% | 161 | +27.8% | 0.00% | 0.0% |
FDUS | New | FIDUS INVT CORP | $4,000 | – | 630 | +100.0% | 0.00% | – |
FXN | New | FIRST TRUST ENERGY ALPHADEX | $6,000 | – | 1,461 | +100.0% | 0.00% | – |
FXR | New | FIRST TRUST INDUSTRIALS/PRODUC | $8,000 | – | 251 | +100.0% | 0.00% | – |
FXU | New | FIRST TRUST UTILITIES ALPHADEX | $10,000 | – | 400 | +100.0% | 0.00% | – |
FDD | New | FIRST TRUST STOXX EUROPEAN SEL | $5,000 | – | 483 | +100.0% | 0.00% | – |
FTHI | New | FIRST TRUST HIGH INCOME | $4,000 | – | 211 | +100.0% | 0.00% | – |
FID | Buy | FIRST TRUST ETF VI& S&P INTL | $6,000 | +50.0% | 500 | +146.3% | 0.00% | 0.0% |
FTXD | New | FIRST TR NASDAQ RETAIL ETF | $6,000 | – | 336 | +100.0% | 0.00% | – |
FMF | New | FIRST TRUST MORNING STAR FUTUR | $5,000 | – | 120 | +100.0% | 0.00% | – |
FTK | New | FLOTEK INDUSTRIES INC | $5,000 | – | 6,000 | +100.0% | 0.00% | – |
GEO | Buy | GEO GROUP INC | $4,000 | -20.0% | 289 | +2.8% | 0.00% | 0.0% |
PDT | New | HANCOCK JOHN PREMIUM DIVIDEND | $7,000 | – | 550 | +100.0% | 0.00% | – |
HTA | New | HEALTHCARE TRUST OF AMERICA CL | $4,000 | – | 150 | +100.0% | 0.00% | – |
HQY | Buy | HEALTHEQUITY INC COM | $10,000 | +25.0% | 200 | +80.2% | 0.00% | 0.0% |
ILPT | Buy | INDUSTRIAL LOGISTICS PROPERTIE | $8,000 | -11.1% | 450 | +12.5% | 0.00% | 0.0% |
PODD | New | INSULET CORPORATION | $8,000 | – | 50 | +100.0% | 0.00% | – |
PEY | New | INVESCO HIGH YIELD EQUITY DIVI | $5,000 | – | 410 | +100.0% | 0.00% | – |
PZA | New | INVESCO NATIONAL AMT-FREE MUNI | $9,000 | – | 331 | +100.0% | 0.00% | – |
IRM | Buy | IRON MOUNTAIN INC | $9,000 | +80.0% | 358 | +129.5% | 0.00% | 0.0% |
EZU | Buy | ISHARES MSCI EUROZONE | $8,000 | +14.3% | 267 | +63.8% | 0.00% | 0.0% |
EPP | Buy | ISHARES MSCI PACIFIC EX-JAPAN | $4,000 | +33.3% | 124 | +106.7% | 0.00% | – |
IYT | New | ISHARES DOW JONES US TRANSPORT | $8,000 | – | 55 | +100.0% | 0.00% | – |
IGOV | New | ISHARES INTERNATIONAL TREASURY | $10,000 | – | 207 | +100.0% | 0.00% | – |
ISCB | New | ISHARES MORNINGSTAR SMALL CAP | $6,000 | – | 45 | +100.0% | 0.00% | – |
NEAR | Buy | ISHARES SHORT MATURITY BOND | $6,000 | +20.0% | 120 | +18.8% | 0.00% | 0.0% |
BYLD | New | ISHARES YIELD OPTIMIZED BOND | $5,000 | – | 198 | +100.0% | 0.00% | – |
ICVT | New | ISHARES TRUST CONV BOND | $9,000 | – | 170 | +100.0% | 0.00% | – |
JNPR | Buy | JUNIPER NETWORKS INC | $7,000 | 0.0% | 366 | +22.0% | 0.00% | 0.0% |
KMF | New | KAYNE ANDERSON MDSTM ENERGY FD | $4,000 | – | 1,200 | +100.0% | 0.00% | – |
KEY | Buy | KEYCORP INC | $5,000 | -44.4% | 465 | +1.5% | 0.00% | 0.0% |
ASG | New | LIBERTY ALL STAR GROWTH FUND I | $5,000 | – | 1,000 | +100.0% | 0.00% | – |
LNC | Buy | LINCOLN NATIONAL CORP | $5,000 | -58.3% | 205 | +1.0% | 0.00% | -50.0% |
MGM | Buy | MGM RESORTS INTERNATIONAL | $8,000 | 0.0% | 650 | +160.0% | 0.00% | 0.0% |
MIC | Buy | MACQUARIE INFRASTRUCTURE CO TR | $4,000 | -42.9% | 158 | +3.3% | 0.00% | 0.0% |
MRO | Buy | MARATHON OIL CORP | $4,000 | -63.6% | 1,084 | +30.0% | 0.00% | 0.0% |
MLM | New | MARTIN MARIETTA MATERIALS INC | $6,000 | – | 30 | +100.0% | 0.00% | – |
MLCO | New | MELCO RESORTS & ENTERTAINMENT | $8,000 | – | 685 | +100.0% | 0.00% | – |
MRNA | New | MODERNA INC COM | $5,000 | – | 175 | +100.0% | 0.00% | – |
NWL | Buy | NEWELL BRANDS INC | $8,000 | -27.3% | 586 | +0.5% | 0.00% | 0.0% |
NUAN | Buy | NUANCE COMMUNICATIONS INC | $4,000 | 0.0% | 254 | +27.0% | 0.00% | 0.0% |
NTNX | Buy | NUTANIX INC CL A | $9,000 | -47.1% | 570 | +3.6% | 0.00% | -50.0% |
NMZ | New | NUVEEN MUNI HIGH INCOME OPPORT | $7,000 | – | 600 | +100.0% | 0.00% | – |
NTR | Buy | NUTRIEN LTD COM | $7,000 | -22.2% | 194 | +1.0% | 0.00% | 0.0% |
ODFL | Buy | OLD DOMINION FREIGHT LINE INC | $4,000 | 0.0% | 30 | +50.0% | 0.00% | 0.0% |
OSK | Buy | OSHKOSH CORP | $7,000 | -22.2% | 106 | +16.5% | 0.00% | 0.0% |
PKG | Buy | PACKAGING CORP OF AMERICA | $7,000 | +40.0% | 81 | +80.0% | 0.00% | 0.0% |
PH | Buy | PARKER-HANNIFIN CORP | $7,000 | 0.0% | 52 | +52.9% | 0.00% | 0.0% |
PHK | New | PIMCO HIGH INCOME FUND - CLOSE | $6,000 | – | 1,300 | +100.0% | 0.00% | – |
HYS | Buy | PIMCO 0-5 YEAR HIGH YIELD CORP | $6,000 | +20.0% | 70 | +29.6% | 0.00% | 0.0% |
QDEL | New | QUIDEL CORP | $10,000 | – | 100 | +100.0% | 0.00% | – |
RGA | New | REINSURANCE GRP OF AMERICA | $4,000 | – | 49 | +100.0% | 0.00% | – |
ROST | Buy | ROSS STORES INC | $9,000 | -10.0% | 107 | +30.5% | 0.00% | 0.0% |
KIE | Buy | SPDR KBW INSURANCE ETF | $10,000 | -9.1% | 411 | +37.0% | 0.00% | 0.0% |
SPMD | Buy | SPDR PORTFOLIO S&P 400 MID CAP | $7,000 | +75.0% | 274 | +174.0% | 0.00% | 0.0% |
SCHV | Buy | SCHWAB US LARGE CAP VALUE ETF | $4,000 | +100.0% | 100 | +143.9% | 0.00% | – |
SNAP | Buy | SNAP INC | $7,000 | 0.0% | 605 | +33.0% | 0.00% | 0.0% |
TPR | Buy | TAPESTRY INC | $7,000 | +133.3% | 530 | +317.3% | 0.00% | – |
TRMK | Buy | TRUSTMARK CORP | $5,000 | -28.6% | 213 | +0.9% | 0.00% | 0.0% |
TWST | New | TWIST BIOSCIENCE CORPORATION | $7,000 | – | 221 | +100.0% | 0.00% | – |
ULTA | New | ULTA BEAUTY INC | $6,000 | – | 32 | +100.0% | 0.00% | – |
UNIT | New | UNITI GROUP INC | $5,000 | – | 816 | +100.0% | 0.00% | – |
VIS | Buy | VANGUARD INDUSTRIALS | $10,000 | +66.7% | 94 | +147.4% | 0.00% | 0.0% |
VAW | Buy | VANGUARD MATERIALS ETF | $5,000 | 0.0% | 50 | +25.0% | 0.00% | 0.0% |
VGR | Buy | VECTOR GROUP LTD | $7,000 | -30.0% | 746 | +2.5% | 0.00% | 0.0% |
VIRT | Buy | VIRTU FINANCIAL INC A | $5,000 | +25.0% | 226 | +1.3% | 0.00% | 0.0% |
WAB | Buy | WABTEC CORPORATION | $5,000 | -44.4% | 112 | +1.8% | 0.00% | 0.0% |
WDC | Buy | WESTERN DIGITAL CORP | $5,000 | -37.5% | 132 | +0.8% | 0.00% | 0.0% |
WU | Buy | WESTERN UNION CO | $7,000 | -36.4% | 404 | +0.7% | 0.00% | 0.0% |
WRK | Buy | WESTROCK CO | $10,000 | +150.0% | 346 | +242.6% | 0.00% | 0.0% |
DGRW | New | WISDOMTREE US DIVIDEND GROWTH | $6,000 | – | 158 | +100.0% | 0.00% | – |
XPO | New | XPO LOGISTICS INC | $6,000 | – | 132 | +100.0% | 0.00% | – |
ZBRA | New | ZEBRA TECHNOLOGIES CORP | $6,000 | – | 35 | +100.0% | 0.00% | – |
ALLE | New | ALLEGION PLC | $7,000 | – | 78 | +100.0% | 0.00% | – |
ALC | Buy | ALCON INC | $8,000 | +100.0% | 162 | +128.2% | 0.00% | 0.0% |
RACE | Buy | FERRARI N.V. | $10,000 | +42.9% | 66 | +53.5% | 0.00% | 0.0% |
EBND | Buy | SPDR BARCLAYS CAP EMERGING MAR | $1,000 | 0.0% | 34 | +17.2% | 0.00% | – |
XNTK | New | SPDR NYSE TECHNOLOGY | $1,000 | – | 20 | +100.0% | 0.00% | – |
GWX | New | SPDR S&P INTERNATIONAL SMALL C | $0 | – | 14 | +100.0% | 0.00% | – |
RWO | Buy | SPDR DOW JONES GLOBAL REAL EST | $3,000 | 0.0% | 70 | +25.0% | 0.00% | – |
PFG | New | PRINCIPAL FINANCIAL GROUP INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
PXD | New | PIONEER NATURAL RESOURCES CO | $3,000 | – | 36 | +100.0% | 0.00% | – |
PINS | New | PINTEREST INC CL A | $2,000 | – | 100 | +100.0% | 0.00% | – |
PBR | Buy | PETROLEO BRASILEIRO SA | $1,000 | -50.0% | 138 | +0.7% | 0.00% | – |
PK | Buy | PARK HOTELS RESORTS INC | $1,000 | -75.0% | 145 | +2.1% | 0.00% | -100.0% |
PJT | Buy | PJT PARTNERS INC | $3,000 | +50.0% | 68 | +44.7% | 0.00% | – |
OGEN | New | ORAGENICS INC | $3,000 | – | 5,000 | +100.0% | 0.00% | – |
OXY | Buy | OCCIDENTAL PETROLEUM CORP | $3,000 | -72.7% | 292 | +12.7% | 0.00% | -100.0% |
NTRS | Buy | NORTHERN TRUST CORP | $1,000 | – | 11 | +1000.0% | 0.00% | – |
NMRK | Buy | NEWMARK GROUP INC COM CL A | $3,000 | 0.0% | 719 | +259.5% | 0.00% | – |
NML | New | NEUBERGER BERMAN MLP AND ENERG | $1,000 | – | 344 | +100.0% | 0.00% | – |
MOMO | New | MOMO INC ADR | $3,000 | – | 150 | +100.0% | 0.00% | – |
MUFG | New | MITSUBISHI UFJ FINL GROUP | $1,000 | – | 222 | +100.0% | 0.00% | – |
SKY | New | SKYLINE CHAMPION CORP | $0 | – | 28 | +100.0% | 0.00% | – |
MASI | New | MASIMO CORP | $2,000 | – | 11 | +100.0% | 0.00% | – |
MRTN | New | MARTEN TRANSPORT LTD | $1,000 | – | 25 | +100.0% | 0.00% | – |
MNKD | Buy | MANNKIND CORP | $0 | – | 245 | +172.2% | 0.00% | – |
LTHM | Buy | LIVENT CORP | $1,000 | – | 102 | +209.1% | 0.00% | – |
LEVI | New | LEVI STRAUSS & CO CL A | $1,000 | – | 100 | +100.0% | 0.00% | – |
SNPS | New | SYNOPSYS INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
LRCX | New | LAM RESEARCH CORP | $3,000 | – | 12 | +100.0% | 0.00% | – |
LKQ | New | LKQ CORPORATION | $2,000 | – | 80 | +100.0% | 0.00% | – |
TRGP | Buy | TARGA RES CORP | $0 | -100.0% | 70 | +311.8% | 0.00% | – |
TER | New | TERADYNE INC | $3,000 | – | 60 | +100.0% | 0.00% | – |
KNX | New | KNIGHT-SWIFT TRANSPORTATION HO | $1,000 | – | 16 | +100.0% | 0.00% | – |
KLAC | New | KLA CORP | $2,000 | – | 12 | +100.0% | 0.00% | – |
DDD | Buy | 3D SYSTEMS CORP | $2,000 | +100.0% | 270 | +58.8% | 0.00% | – |
BBJP | New | JPMORGAN BETABUILDERS JAPAN ET | $2,000 | – | 95 | +100.0% | 0.00% | – |
IEUR | New | ISHARES TRUST CORE MSCI EUROPE | $1,000 | – | 16 | +100.0% | 0.00% | – |
IPAC | New | ISHARES CORE MSCI PACIFIC | $0 | – | 4 | +100.0% | 0.00% | – |
NTG | New | TORTOISE MLP FUND INC | $1,000 | – | 1,180 | +100.0% | 0.00% | – |
REET | New | ISHARES GLOBAL REIT | $2,000 | – | 126 | +100.0% | 0.00% | – |
ESGE | New | ISHARES ESG MSCI EM ETF | $1,000 | – | 47 | +100.0% | 0.00% | – |
IEZ | New | ISHARES DJ US OIL EQUIP & SERV | $0 | – | 40 | +100.0% | 0.00% | – |
ITB | Buy | ISHARES U.S. HOME CONSTRUCTION | $2,000 | 0.0% | 52 | +4.0% | 0.00% | – |
IGIB | Buy | ISHARES BARCLAYS INTERMEDIATE | $1,000 | – | 21 | +425.0% | 0.00% | – |
TWO | Buy | TWO HARBORS INVESTMENT CORP | $0 | -100.0% | 84 | +2.4% | 0.00% | – |
EWG | New | ISHARES MSCI GERMANY INDEX | $1,000 | – | 51 | +100.0% | 0.00% | – |
UMH | Buy | UMH PROPERTIES INC | $1,000 | 0.0% | 82 | +1.2% | 0.00% | – |
EWD | New | ISHARES MSCI SWEDEN INDEX | $0 | – | 10 | +100.0% | 0.00% | – |
EWL | New | ISHARES MSCI SWITZERLAND INDEX | $1,000 | – | 34 | +100.0% | 0.00% | – |
IFF | New | INTL FLAVORS & FRAGRANCES | $1,000 | – | 10 | +100.0% | 0.00% | – |
ICE | Buy | INTERCONTINENTAL EXCHANGE INC | $3,000 | 0.0% | 41 | +17.1% | 0.00% | – |
MOAT | New | VANECK VECTORS MORNINGSTAR WID | $1,000 | – | 27 | +100.0% | 0.00% | – |
HSY | New | THE HERSHEY COMPANY | $1,000 | – | 6 | +100.0% | 0.00% | – |
HAL | New | HALLIBURTON CO | $0 | – | 43 | +100.0% | 0.00% | – |
New | GULF RESOURCES INC | $0 | – | 7 | +100.0% | 0.00% | – | |
GPK | New | GRAPHIC PACKAGING INTL | $2,000 | – | 125 | +100.0% | 0.00% | – |
GWW | Buy | W.W. GRAINGER INC. | $2,000 | 0.0% | 10 | +100.0% | 0.00% | – |
GBCI | New | GLACIER BANCORP INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
FLGT | New | FULGENT GENETICS INC COM | $1,000 | – | 120 | +100.0% | 0.00% | – |
FVE | New | FIVE STAR SENIOR LIVING INC | $1,000 | – | 481 | +100.0% | 0.00% | – |
TDIV | New | FIRST TRUST NASDAQ TECH DIV ET | $3,000 | – | 90 | +100.0% | 0.00% | – |
VOX | New | VANGUARD COMMUNICATION SERVICE | $2,000 | – | 25 | +100.0% | 0.00% | – |
FLIR | New | FLIR SYSTEMS INC | $3,000 | – | 93 | +100.0% | 0.00% | – |
EXAS | New | EXACT SCIENCES CORP | $1,000 | – | 20 | +100.0% | 0.00% | – |
ELS | New | EQUITY LIFESTYLES PROPERTIES I | $1,000 | – | 22 | +100.0% | 0.00% | – |
ETRN | Buy | EQUITRANS MIDSTREAM CORPORATE | $1,000 | -66.7% | 229 | +4.6% | 0.00% | – |
EQIX | New | EQUINIX INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
EC | New | ECOPETROL SA SPONSORED ADS | $2,000 | – | 175 | +100.0% | 0.00% | – |
SILJ | New | PUREFUNDS ISE JUNIOR SILVER MI | $2,000 | – | 244 | +100.0% | 0.00% | – |
QTUM | New | SER SOLUTIONS DEFIANCE QUANT | $2,000 | – | 100 | +100.0% | 0.00% | – |
EPR | Buy | EPR PROPERTIES | $2,000 | 0.0% | 69 | +137.9% | 0.00% | – |
EQT | Buy | EQT CORPORATION | $2,000 | -33.3% | 247 | +0.4% | 0.00% | – |
DBX | New | DROPBOX INC | $3,000 | – | 153 | +100.0% | 0.00% | – |
DVN | Buy | DEVON ENERGY CORPORATION | $2,000 | -77.8% | 328 | +0.3% | 0.00% | -100.0% |
CCK | New | CROWN HOLDINGS INC | $2,000 | – | 38 | +100.0% | 0.00% | – |
SPCE | New | VIRGIN GALACTIC HLDGS INC COM | $1,000 | – | 80 | +100.0% | 0.00% | – |
CVA | Buy | COVANTA HOLDING CORPORATION | $1,000 | -50.0% | 153 | +2.0% | 0.00% | – |
COTY | New | COTY INC CL A | $1,000 | – | 201 | +100.0% | 0.00% | – |
WPG | New | WASHINGTON PRIME GROUP | $2,000 | – | 2,000 | +100.0% | 0.00% | – |
W | New | WAYFAIR INC | $2,000 | – | 35 | +100.0% | 0.00% | – |
CLF | New | CLEVELAND-CLIFFS INC | $3,000 | – | 760 | +100.0% | 0.00% | – |
CLH | New | CLEAN HARBORS INC | $1,000 | – | 19 | +100.0% | 0.00% | – |
CTAS | New | CINTAS CORP | $0 | – | 2 | +100.0% | 0.00% | – |
CRS | New | CARPENTER TECHNOLOGY CORP | $3,000 | – | 135 | +100.0% | 0.00% | – |
CDNA | New | CAREDX INC | $1,000 | – | 40 | +100.0% | 0.00% | – |
CDLX | New | CARDLYTICS INC COM | $3,000 | – | 100 | +100.0% | 0.00% | – |
CAH | New | CARDINAL HEALTH INC | $2,000 | – | 33 | +100.0% | 0.00% | – |
CRCQQ | Buy | CALIFORNIA RESOURCES CORP | $0 | – | 2 | +100.0% | 0.00% | – |
BPR | Buy | BROOKFIELD PROPERTY REIT INC C | $2,000 | -50.0% | 219 | +3.8% | 0.00% | -100.0% |
BST | New | BLACKROCK SCIENCE & TECHNOLOGY | $3,000 | – | 112 | +100.0% | 0.00% | – |
BMRN | New | BIOMARIN PHARMACEUTICAL INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
ZG | New | ZILLOW GROUP INC A | $1,000 | – | 30 | +100.0% | 0.00% | – |
BBVA | New | BANCO BILBAO VISCAYA ARGENTINA | $1,000 | – | 246 | +100.0% | 0.00% | – |
BOKF | Buy | BOK FINANCIAL CORP | $1,000 | – | 18 | +350.0% | 0.00% | – |
DOX | New | AMDOCS LIMITED | $1,000 | – | 21 | +100.0% | 0.00% | – |
AXTA | Buy | AXALTA COATING SYS LTD ORD | $3,000 | 0.0% | 200 | +100.0% | 0.00% | – |
BPY | Buy | BROOKFIELD PPTY PARTNERS LP UN | $2,000 | -50.0% | 219 | +4.3% | 0.00% | -100.0% |
AMPY | Buy | AMPLIFY ENERGY CORP | $0 | – | 6 | +500.0% | 0.00% | – |
ABC | New | AMERISOURCEBERGEN CORP | $2,000 | – | 24 | +100.0% | 0.00% | – |
HOFSQ | New | HERMITAGE OFFSHORE SERVICE LTD | $0 | – | 2 | +100.0% | 0.00% | – |
INFO | New | IHS MARKIT LTD | $1,000 | – | 17 | +100.0% | 0.00% | – |
ALXN | Buy | ALEXION PHARMACEUTICALS INC | $2,000 | 0.0% | 23 | +64.3% | 0.00% | – |
APTV | New | APTIV PLC | $0 | – | 5 | +100.0% | 0.00% | – |
NAT | New | NORDIC AMERICAN TANKER SHIPPIN | $2,000 | – | 500 | +100.0% | 0.00% | – |
AKAM | New | AKAMAI TECHNOLOGIES INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
AL | Buy | AIR LEASE CORPORATION | $3,000 | -57.1% | 153 | +0.7% | 0.00% | -100.0% |
AAP | New | ADVANCE AUTO PARTS INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
SSYS | Buy | STRATASYS INC | $2,000 | – | 115 | +666.7% | 0.00% | – |
ARKF | New | ARK ETF TRUST-ARK FINTECH INNO | $3,000 | – | 147 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-29
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
S P D R TRUST UNIT SR | 30 | Q3 2023 | 27.7% |
VANGUARD TOTAL STOCK MARKET INDEX | 30 | Q3 2023 | 8.9% |
ISHARES TR | 30 | Q3 2023 | 10.3% |
ISHARES TR | 30 | Q3 2023 | 8.0% |
VANGUARD TAX-MANAGED FDS | 30 | Q3 2023 | 4.6% |
ISHARES TR | 30 | Q3 2023 | 4.8% |
VANGUARD S&P 500 ETF | 30 | Q3 2023 | 12.1% |
S&P MIDCAP 400 | 30 | Q3 2023 | 5.0% |
SPDR SER TR BARCLAYS CAP MUN BD E | 30 | Q3 2023 | 8.8% |
XTRACKERS MSCI EAFE HEDGED EQUITY | 30 | Q3 2023 | 4.2% |
View Wealthcare Advisory Partners LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-02-06 |
13F-HR | 2023-10-12 |
13F-HR | 2023-07-17 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-04-15 |
13F-HR | 2022-02-11 |
View Wealthcare Advisory Partners 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.