$2.33 Billion is the total value of OneDigital Investment Advisors LLC's 791 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 20.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $174,819,000 | -9.2% | 3,651,962 | -4.1% | 7.51% | +3.2% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $111,238,000 | -18.2% | 1,745,459 | -4.1% | 4.78% | -7.0% |
| GSEW | Sell | GOLDMAN SACHS ETF TRequal weight us | $95,818,000 | -19.9% | 1,725,832 | -3.1% | 4.11% | -8.9% |
| DIAL | Sell | COLUMBIA ETF TR Idiversifid fxd | $92,804,000 | -26.1% | 5,255,034 | -18.5% | 3.98% | -16.0% |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $90,258,000 | +17.7% | 1,856,014 | +18.8% | 3.88% | +33.8% |
| AVDE | Sell | AMERICAN CENTY ETF TRintl eqt etf | $75,914,000 | -17.5% | 1,489,679 | -2.4% | 3.26% | -6.3% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $74,165,000 | -15.3% | 1,188,169 | -3.1% | 3.18% | -3.7% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $65,377,000 | -18.8% | 1,042,197 | -1.8% | 2.81% | -7.7% |
| MNA | Sell | INDEXIQ ETF TRiq mrgr arb etf | $63,928,000 | -9.4% | 2,064,844 | -6.6% | 2.74% | +3.0% |
| JPIB | Sell | J P MORGAN EXCHANGE TRADED Fintl bd opp etf | $62,015,000 | -14.8% | 1,379,952 | -7.2% | 2.66% | -3.1% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $61,715,000 | -24.6% | 1,064,241 | -2.7% | 2.65% | -14.2% |
| AAPL | Sell | APPLE INC | $52,410,000 | -23.9% | 383,339 | -2.8% | 2.25% | -13.4% |
| SLY | Sell | SPDR SER TRs&p 600 sml cap | $41,382,000 | -16.7% | 516,764 | -2.6% | 1.78% | -5.3% |
| VOO | Buy | VANGUARD INDEX FDS | $41,123,000 | +164.5% | 118,553 | +216.6% | 1.77% | +200.9% |
| TAXF | Sell | AMERICAN CENTY ETF TRdiversified mu | $39,058,000 | -19.2% | 783,659 | -16.3% | 1.68% | -8.1% |
| KOMP | Buy | SPDR SER TRs&p kensho new | $32,092,000 | -21.3% | 791,625 | +0.8% | 1.38% | -10.6% |
| MSFT | Sell | MICROSOFT CORP | $25,788,000 | -17.1% | 100,405 | -0.5% | 1.11% | -5.8% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $24,999,000 | -16.9% | 186,244 | -2.4% | 1.07% | -5.6% |
| SMMU | Sell | PIMCO ETF TRshtrm mun bd act | $23,859,000 | -22.7% | 480,739 | -22.2% | 1.02% | -12.1% |
| PRVA | New | PRIVIA HEALTH GROUP INC | $21,010,000 | – | 721,499 | +100.0% | 0.90% | – |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $19,071,000 | -22.3% | 8,751 | -0.8% | 0.82% | -11.7% |
| VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $17,428,000 | +5246.0% | 131,179 | +5973.1% | 0.75% | +6133.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $16,407,000 | -20.1% | 43,489 | -4.4% | 0.70% | -9.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $15,059,000 | -13.6% | 79,833 | +4.2% | 0.65% | -1.8% |
| AMGN | Sell | AMGEN INC | $15,024,000 | -1.0% | 61,749 | -1.6% | 0.64% | +12.6% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $14,786,000 | +0.8% | 295,197 | +1.2% | 0.64% | +14.6% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $13,605,000 | -19.4% | 348,934 | -2.1% | 0.58% | -8.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $13,009,000 | +192.1% | 90,675 | +230.1% | 0.56% | +232.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $12,451,000 | -20.0% | 32,838 | -4.3% | 0.54% | -9.0% |
| MUB | Sell | ISHARES TRnational mun etf | $11,867,000 | -9.6% | 111,574 | -6.9% | 0.51% | +2.8% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $11,713,000 | +4.2% | 155,636 | +10.1% | 0.50% | +18.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $11,124,000 | -26.4% | 40,743 | -4.9% | 0.48% | -16.3% |
| VMI | VALMONT INDS INC | $10,982,000 | -5.9% | 48,888 | 0.0% | 0.47% | +7.0% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $10,681,000 | -22.4% | 38,108 | +0.4% | 0.46% | -11.7% |
| GMF | Sell | SPDR INDEX SHS FDSasia pacif etf | $10,607,000 | -14.8% | 103,052 | -9.0% | 0.46% | -3.2% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $10,311,000 | -12.6% | 75,011 | -0.9% | 0.44% | -0.4% |
| AMZN | Buy | AMAZON COM INC | $10,183,000 | -32.5% | 95,877 | +1971.2% | 0.44% | -23.3% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $9,860,000 | +82.3% | 197,358 | +110.1% | 0.42% | +107.4% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $9,538,000 | -22.8% | 113,957 | -2.5% | 0.41% | -12.0% |
| SBNY | Sell | SIGNATURE BK NEW YORK N Y | $9,281,000 | -40.3% | 51,786 | -2.3% | 0.40% | -32.1% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $8,714,000 | -23.8% | 197,187 | -8.0% | 0.37% | -13.4% |
| DGRO | Sell | ISHARES TRcore div grwth | $8,477,000 | -12.0% | 177,929 | -1.3% | 0.36% | 0.0% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $7,883,000 | -23.8% | 198,602 | -9.4% | 0.34% | -13.6% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $7,805,000 | -19.8% | 67,748 | +3.7% | 0.34% | -9.0% |
| TIP | Sell | ISHARES TRtips bd etf | $7,713,000 | -10.2% | 67,711 | -1.8% | 0.33% | +2.2% |
| IYW | Sell | ISHARES TRu.s. tech etf | $7,455,000 | -23.7% | 93,248 | -1.7% | 0.32% | -13.3% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $7,369,000 | -21.4% | 164,995 | -5.2% | 0.32% | -10.7% |
| XOM | Sell | EXXON MOBIL CORP | $7,288,000 | +2.6% | 85,099 | -1.1% | 0.31% | +16.8% |
| USMV | Buy | ISHARES TRmsci usa min vol | $7,069,000 | -8.1% | 100,684 | +1.6% | 0.30% | +4.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $6,928,000 | -13.2% | 30,620 | +3.0% | 0.30% | -1.3% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $6,571,000 | -4.7% | 91,740 | +5.0% | 0.28% | +8.5% |
| AGG | Buy | ISHARES TRcore us aggbd et | $6,548,000 | -2.6% | 64,401 | +2.6% | 0.28% | +10.6% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $6,460,000 | -15.6% | 138,987 | +0.9% | 0.28% | -4.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,443,000 | +11.0% | 36,300 | +10.8% | 0.28% | +26.5% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $6,409,000 | -28.0% | 106,189 | -8.9% | 0.28% | -18.2% |
| QCOM | Buy | QUALCOMM INC | $6,226,000 | +3.5% | 48,745 | +23.9% | 0.27% | +17.6% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $6,191,000 | -25.9% | 54,113 | -1.2% | 0.27% | -15.8% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $5,901,000 | -12.8% | 52,815 | +5.0% | 0.25% | -1.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $5,874,000 | -15.8% | 52,158 | +1.9% | 0.25% | -4.5% |
| IYF | Sell | ISHARES TRu.s. finls etf | $5,609,000 | -18.2% | 80,150 | -1.2% | 0.24% | -6.9% |
| HD | Sell | HOME DEPOT INC | $5,585,000 | -10.9% | 20,364 | -2.7% | 0.24% | +1.3% |
| TSLA | Sell | TESLA INC | $5,537,000 | -46.6% | 8,221 | -14.5% | 0.24% | -39.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $5,478,000 | -38.5% | 59,284 | -28.2% | 0.24% | -30.3% |
| SPXU | New | PROSHARES TRultrapro short s | $5,373,000 | – | 265,584 | +100.0% | 0.23% | – |
| COP | Sell | CONOCOPHILLIPS | $5,312,000 | -15.6% | 59,149 | -6.0% | 0.23% | -4.2% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $5,282,000 | -8.8% | 113,907 | -2.5% | 0.23% | +3.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $5,172,000 | -13.3% | 26,257 | +4.8% | 0.22% | -1.3% |
| CVX | Buy | CHEVRON CORP NEW | $5,121,000 | +2.2% | 35,367 | +14.9% | 0.22% | +16.4% |
| ABBV | Sell | ABBVIE INC | $5,108,000 | -13.4% | 33,353 | -8.4% | 0.22% | -1.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $5,069,000 | -16.7% | 2,317 | +6.3% | 0.22% | -5.2% |
| RODM | Sell | LATTICE STRATEGIES TRhartford mlt etf | $5,085,000 | -15.2% | 204,292 | -0.8% | 0.22% | -4.0% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $5,006,000 | -5.9% | 113,509 | +0.4% | 0.22% | +7.0% |
| NVDA | Sell | NVIDIA CORPORATION | $4,784,000 | -66.8% | 31,557 | -40.3% | 0.20% | -62.3% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $4,749,000 | +155.9% | 116,404 | +201.2% | 0.20% | +191.4% |
| BUFR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $4,710,000 | -8.0% | 219,480 | +1.9% | 0.20% | +4.7% |
| PFE | Sell | PFIZER INC | $4,659,000 | -1.8% | 88,859 | -3.0% | 0.20% | +11.7% |
| PEP | Buy | PEPSICO INC | $4,630,000 | +2.5% | 27,781 | +3.0% | 0.20% | +16.4% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $4,555,000 | -9.5% | 68,114 | +2.7% | 0.20% | +3.2% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $4,305,000 | -3.4% | 8,382 | -4.1% | 0.18% | +10.1% |
| FAPR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $4,254,000 | +349.2% | 149,850 | +412.0% | 0.18% | +408.3% |
| WMT | Sell | WALMART INC | $4,193,000 | -23.8% | 34,486 | -6.7% | 0.18% | -13.5% |
| EXAS | Buy | EXACT SCIENCES CORP | $4,179,000 | -39.9% | 106,101 | +6.7% | 0.18% | -31.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $4,177,000 | +4.8% | 82,309 | +5.3% | 0.18% | +19.3% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $4,109,000 | -20.5% | 18,790 | +0.9% | 0.18% | -9.7% |
| AFT | Sell | APOLLO SR FLOATING RATE FD I | $4,095,000 | -20.6% | 319,158 | -9.5% | 0.18% | -9.7% |
| NMZ | Buy | NUVEEN MUN HIGH INCOME OPPOR | $3,967,000 | +8.0% | 339,033 | +20.1% | 0.17% | +22.3% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $3,903,000 | +188.0% | 37,292 | +187.8% | 0.17% | +229.4% |
| TEI | Sell | TEMPLETON EMERGING MKTS INCO | $3,826,000 | -27.6% | 709,753 | -8.0% | 0.16% | -18.0% |
| MCD | Buy | MCDONALDS CORP | $3,755,000 | +6.7% | 15,211 | +6.9% | 0.16% | +21.1% |
| MTN | Sell | VAIL RESORTS INC | $3,757,000 | -16.6% | 17,232 | -0.4% | 0.16% | -5.3% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $3,749,000 | -8.3% | 37,832 | -7.4% | 0.16% | +4.5% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $3,681,000 | -30.4% | 9 | -10.0% | 0.16% | -21.0% |
| UNP | Sell | UNION PAC CORP | $3,638,000 | -26.2% | 17,061 | -5.4% | 0.16% | -16.1% |
| EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $3,553,000 | -15.9% | 73,028 | -2.1% | 0.15% | -4.4% |
| INTC | Buy | INTEL CORP | $3,487,000 | -18.7% | 93,209 | +7.7% | 0.15% | -7.4% |
| KRTX | Buy | KARUNA THERAPEUTICS INC | $3,500,000 | +2.0% | 27,663 | +2.2% | 0.15% | +15.4% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,500,000 | -2.3% | 45,895 | +0.0% | 0.15% | +11.1% |
| MRK | Buy | MERCK & CO INC | $3,480,000 | +13.5% | 38,171 | +2.1% | 0.15% | +28.4% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $3,447,000 | -16.7% | 88,806 | -9.3% | 0.15% | -5.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,441,000 | -18.5% | 23,934 | -13.4% | 0.15% | -6.9% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $3,386,000 | +10.4% | 33,102 | +16.0% | 0.14% | +25.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $3,358,000 | +37.9% | 43,609 | +30.8% | 0.14% | +56.5% |
| CSCO | Buy | CISCO SYS INC | $3,299,000 | -19.0% | 77,375 | +6.0% | 0.14% | -7.8% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $3,249,000 | -8.7% | 13,795 | -1.4% | 0.14% | +4.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $3,240,000 | -16.9% | 18,398 | +0.3% | 0.14% | -5.4% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $3,232,000 | -6.2% | 65,231 | -0.7% | 0.14% | +6.9% |
| EMCB | Buy | WISDOMTREE TRwsdm emktbd fd | $3,226,000 | +24.5% | 53,158 | +35.5% | 0.14% | +41.8% |
| PFF | Sell | ISHARES TRpfd and incm sec | $3,213,000 | -21.4% | 97,732 | -12.9% | 0.14% | -10.4% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $3,143,000 | +7.1% | 32,702 | +10.4% | 0.14% | +21.6% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $3,144,000 | -2.9% | 30,919 | +7.2% | 0.14% | +10.7% |
| AVGO | Buy | BROADCOM INC | $3,101,000 | -22.0% | 6,383 | +1.1% | 0.13% | -11.3% |
| GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr | $3,090,000 | +223.9% | 61,968 | +226.0% | 0.13% | +269.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,094,000 | -14.7% | 6,456 | +2.5% | 0.13% | -2.9% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $3,065,000 | -12.4% | 43,836 | -2.0% | 0.13% | 0.0% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $3,016,000 | -9.9% | 20,807 | +3.2% | 0.13% | +3.2% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $3,026,000 | -4.9% | 114,831 | +0.3% | 0.13% | +8.3% |
| JEPI | Sell | J P MORGAN EXCHANGE TRADED Fequity premium | $2,995,000 | -17.5% | 54,009 | -8.7% | 0.13% | -5.8% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $2,915,000 | -13.1% | 169,201 | -4.1% | 0.12% | -1.6% |
| PHYL | Buy | PGIM ETF TRactv hy bd etf | $2,885,000 | +14.8% | 84,800 | +28.8% | 0.12% | +30.5% |
| WK | Buy | WORKIVA INC | $2,870,000 | -40.0% | 43,497 | +7.4% | 0.12% | -32.0% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $2,872,000 | -13.0% | 55,648 | +0.7% | 0.12% | -1.6% |
| ABT | Sell | ABBOTT LABS | $2,836,000 | -13.0% | 26,103 | -5.2% | 0.12% | -0.8% |
| T | Buy | AT&T INC | $2,823,000 | -2.6% | 134,704 | +9.9% | 0.12% | +11.0% |
| KO | Sell | COCA COLA CO | $2,776,000 | -3.8% | 44,123 | -5.2% | 0.12% | +9.2% |
| GLD | Sell | SPDR GOLD TR | $2,745,000 | -10.8% | 16,297 | -4.4% | 0.12% | +1.7% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $2,730,000 | -22.3% | 29,968 | -7.5% | 0.12% | -12.0% |
| PEY | Sell | INVESCO EXCHANGE TRADED FD Thig yld eq div | $2,722,000 | -6.7% | 132,448 | -0.9% | 0.12% | +6.4% |
| IEMG | Buy | ISHARES INCcore msci emkt | $2,696,000 | +84.0% | 54,953 | +108.4% | 0.12% | +110.9% |
| LLY | Sell | LILLY ELI & CO | $2,685,000 | +7.8% | 8,283 | -4.8% | 0.12% | +22.3% |
| CAG | Buy | CONAGRA BRANDS INC | $2,551,000 | +2.6% | 74,509 | +0.6% | 0.11% | +17.0% |
| MMM | Buy | 3M CO | $2,548,000 | -12.3% | 19,692 | +0.9% | 0.11% | -0.9% |
| FJUL | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $2,543,000 | -4.1% | 76,868 | +4.7% | 0.11% | +9.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,515,000 | -19.1% | 11,283 | +4.4% | 0.11% | -7.7% |
| SPTS | New | SPDR SER TRportfolio sh tsr | $2,502,000 | – | 84,958 | +100.0% | 0.11% | – |
| LMT | Sell | LOCKHEED MARTIN CORP | $2,459,000 | -3.8% | 5,719 | -1.3% | 0.11% | +9.3% |
| NEE | Sell | NEXTERA ENERGY INC | $2,469,000 | -13.1% | 31,878 | -4.9% | 0.11% | -0.9% |
| VLUE | Buy | ISHARES TRmsci usa value | $2,411,000 | -12.6% | 26,635 | +1.0% | 0.10% | 0.0% |
| BAC | Buy | BK OF AMERICA CORP | $2,394,000 | -17.2% | 76,907 | +9.6% | 0.10% | -5.5% |
| PULS | Buy | PGIM ETF TRpgim ultra sh bd | $2,373,000 | +864.6% | 48,359 | +867.2% | 0.10% | +1033.3% |
| CVS | Sell | CVS HEALTH CORP | $2,298,000 | -8.6% | 24,800 | -0.1% | 0.10% | +4.2% |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $2,277,000 | -14.8% | 54,982 | -1.9% | 0.10% | -3.0% |
| DIS | Sell | DISNEY WALT CO | $2,286,000 | -40.5% | 24,218 | -13.5% | 0.10% | -32.4% |
| PSX | Sell | PHILLIPS 66 | $2,287,000 | -5.8% | 27,897 | -0.8% | 0.10% | +6.5% |
| JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $2,262,000 | -22.3% | 51,208 | -7.6% | 0.10% | -11.8% |
| CRM | Buy | SALESFORCE INC | $2,230,000 | +91.9% | 13,513 | +147.0% | 0.10% | +118.2% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $2,191,000 | -22.9% | 94,051 | -8.7% | 0.09% | -12.1% |
| ATVI | New | ACTIVISION BLIZZARD INC | $2,185,000 | – | 28,068 | +100.0% | 0.09% | – |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $2,167,000 | +87.9% | 68,901 | +129.0% | 0.09% | +111.4% |
| NAC | Buy | NUVEEN CA QUALTY MUN INCOME | $2,114,000 | -5.5% | 171,411 | +0.5% | 0.09% | +8.3% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,108,000 | -14.2% | 5,097 | +1.7% | 0.09% | -2.2% |
| EEMS | Sell | ISHARES INCem mkt sm-cp etf | $2,095,000 | -23.3% | 43,602 | -9.1% | 0.09% | -12.6% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $2,078,000 | -19.4% | 13,868 | -5.4% | 0.09% | -8.2% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $2,077,000 | -19.7% | 66,055 | -6.3% | 0.09% | -9.2% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $2,071,000 | -15.6% | 50,613 | +1.1% | 0.09% | -4.3% |
| HYEM | Buy | VANECK ETF TRUSTemerging mrkt hi | $2,049,000 | +21.2% | 115,222 | +37.4% | 0.09% | +37.5% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $2,011,000 | -7.5% | 54,618 | +4.9% | 0.09% | +4.9% |
| FB | Sell | META PLATFORMS INCcl a | $1,969,000 | -83.3% | 12,212 | -77.0% | 0.08% | -80.9% |
| LW | Buy | LAMB WESTON HLDGS INC | $1,950,000 | +19.6% | 27,288 | +0.2% | 0.08% | +35.5% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,938,000 | +8.8% | 38,295 | +14.0% | 0.08% | +23.9% |
| CI | Buy | CIGNA CORP NEW | $1,938,000 | +10.6% | 7,354 | +0.5% | 0.08% | +25.8% |
| Sell | PHILLIPS EDISON & CO INC | $1,944,000 | -8.6% | 58,172 | -6.0% | 0.08% | +3.8% | |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $1,881,000 | -7.4% | 2,977 | +0.4% | 0.08% | +5.2% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,857,000 | -20.8% | 14,610 | -0.9% | 0.08% | -10.1% |
| IAGG | Sell | ISHARES TRcore intl aggr | $1,852,000 | -7.4% | 37,178 | -3.1% | 0.08% | +5.3% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,848,000 | -2.3% | 72,809 | +6.9% | 0.08% | +11.3% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,815,000 | +202.0% | 23,642 | +206.4% | 0.08% | +239.1% |
| BX | Sell | BLACKSTONE INC | $1,805,000 | -33.8% | 19,783 | -7.8% | 0.08% | -24.3% |
| NAD | Buy | NUVEEN QUALITY MUNCP INCOME | $1,797,000 | -0.2% | 144,127 | +6.9% | 0.08% | +13.2% |
| FTNT | Buy | FORTINET INC | $1,786,000 | -40.1% | 31,565 | +261.9% | 0.08% | -31.9% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $1,796,000 | +35.5% | 50,983 | +44.1% | 0.08% | +54.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,778,000 | +56.5% | 30,205 | +84.8% | 0.08% | +76.7% |
| FYX | Buy | FIRST TR SML CP CORE ALPHA F | $1,766,000 | -3.8% | 23,046 | +15.0% | 0.08% | +10.1% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $1,745,000 | -30.5% | 33,384 | -12.0% | 0.08% | -21.1% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $1,751,000 | -1.5% | 12,843 | +21.6% | 0.08% | +11.9% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,744,000 | +9.7% | 20,821 | +32.2% | 0.08% | +25.0% |
| FOCT | Buy | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $1,713,000 | -7.9% | 54,277 | +2.1% | 0.07% | +5.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,726,000 | -8.5% | 41,439 | +1.4% | 0.07% | +4.2% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,705,000 | -7.6% | 23,847 | -1.3% | 0.07% | +4.3% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $1,669,000 | -10.7% | 35,321 | -10.5% | 0.07% | +1.4% |
| FJAN | Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest bfr | $1,672,000 | +14.7% | 53,502 | +28.0% | 0.07% | +30.9% |
| V | Sell | VISA INC | $1,668,000 | -13.0% | 8,471 | -2.1% | 0.07% | 0.0% |
| IYH | Buy | ISHARES TRus hlthcare etf | $1,673,000 | +4.0% | 6,223 | +11.8% | 0.07% | +18.0% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $1,667,000 | +83.6% | 62,305 | +95.1% | 0.07% | +111.8% |
| TXN | Sell | TEXAS INSTRS INC | $1,674,000 | -17.9% | 10,899 | -1.9% | 0.07% | -6.5% |
| DE | Buy | DEERE & CO | $1,650,000 | +8.1% | 5,508 | +49.9% | 0.07% | +22.4% |
| RBLX | Sell | ROBLOX CORPcl a | $1,642,000 | -29.0% | 49,958 | -0.1% | 0.07% | -18.4% |
| DVY | Buy | ISHARES TRselect divid etf | $1,629,000 | -5.8% | 13,846 | +2.6% | 0.07% | +7.7% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,640,000 | -7.8% | 26,246 | +8.6% | 0.07% | +4.5% |
| VTRS | Sell | VIATRIS INC | $1,630,000 | -15.7% | 155,664 | -12.4% | 0.07% | -4.1% |
| QAI | Sell | INDEXIQ ETF TRhedge mlti etf | $1,629,000 | -10.8% | 56,789 | -4.1% | 0.07% | +1.4% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $1,604,000 | -8.7% | 32,003 | -6.7% | 0.07% | +4.5% |
| TGT | Buy | TARGET CORP | $1,596,000 | -29.3% | 11,305 | +6.2% | 0.07% | -18.8% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,572,000 | -15.6% | 11,922 | -5.4% | 0.07% | -2.9% |
| MPC | Buy | MARATHON PETE CORP | $1,576,000 | +392.5% | 19,171 | +412.3% | 0.07% | +466.7% |
| CAT | Buy | CATERPILLAR INC | $1,588,000 | -18.6% | 8,886 | +1.4% | 0.07% | -8.1% |
| SPIP | Sell | SPDR SER TRportfli tips etf | $1,589,000 | -9.7% | 57,733 | -0.7% | 0.07% | +3.0% |
| WFC | Sell | WELLS FARGO CO NEW | $1,563,000 | -24.7% | 39,901 | -6.8% | 0.07% | -14.1% |
| HON | Sell | HONEYWELL INTL INC | $1,529,000 | -17.3% | 8,798 | -7.4% | 0.07% | -5.7% |
| BUFD | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $1,522,000 | +33.5% | 77,880 | +45.0% | 0.06% | +51.2% |
| IGSB | Buy | ISHARES TR | $1,523,000 | +4.7% | 30,123 | +7.1% | 0.06% | +18.2% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $1,495,000 | +9.9% | 3,124 | +2.7% | 0.06% | +25.5% |
| FCTR | Sell | FIRST TR EXCHANGE-TRADED FDlunt us factor | $1,486,000 | -18.2% | 54,641 | -1.5% | 0.06% | -7.2% |
| PAYX | Buy | PAYCHEX INC | $1,463,000 | -14.2% | 12,845 | +2.8% | 0.06% | -1.6% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,466,000 | +4.9% | 10,574 | +41.5% | 0.06% | +18.9% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,454,000 | -28.5% | 4,453 | -8.8% | 0.06% | -19.5% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,437,000 | -12.6% | 4,554 | -1.0% | 0.06% | 0.0% |
| IYG | Sell | ISHARES TRu.s. fin svc etf | $1,429,000 | -43.9% | 9,639 | -31.8% | 0.06% | -36.5% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $1,411,000 | +9.4% | 31,840 | +31.1% | 0.06% | +24.5% |
| GDXJ | Buy | VANECK ETF TRUSTjunior gold mine | $1,405,000 | -31.7% | 43,897 | +0.0% | 0.06% | -23.1% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $1,392,000 | -22.2% | 7,064 | -2.0% | 0.06% | -11.8% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,370,000 | +10.6% | 10,134 | +0.8% | 0.06% | +25.5% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,368,000 | -27.8% | 8,080 | -12.5% | 0.06% | -18.1% |
| MBB | Buy | ISHARES TRmbs etf | $1,327,000 | -0.5% | 13,608 | +3.9% | 0.06% | +14.0% |
| FDNI | Buy | FIRST TR EXCHANGE TRADED FDdj intl intrnt | $1,329,000 | +18.0% | 55,952 | +29.2% | 0.06% | +32.6% |
| AMRN | Buy | AMARIN CORP PLCspons adr new | $1,319,000 | -50.3% | 885,405 | +9.7% | 0.06% | -43.0% |
| GILD | Buy | GILEAD SCIENCES INC | $1,329,000 | +20.6% | 21,500 | +16.0% | 0.06% | +35.7% |
| SFNC | SIMMONS 1ST NATL CORPcl a $1 par | $1,305,000 | -18.9% | 61,378 | 0.0% | 0.06% | -8.2% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,277,000 | +5.0% | 6,081 | +13.8% | 0.06% | +19.6% |
| FSK | Buy | FS KKR CAP CORP | $1,262,000 | -8.7% | 65,003 | +7.3% | 0.05% | +3.8% |
| BLK | Buy | BLACKROCK INC | $1,241,000 | -8.5% | 2,038 | +14.8% | 0.05% | +3.9% |
| BA | Sell | BOEING CO | $1,224,000 | -51.1% | 8,956 | -31.5% | 0.05% | -44.2% |
| SHV | Buy | ISHARES TRshort treas bd | $1,223,000 | +7.0% | 11,104 | +7.2% | 0.05% | +23.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,242,000 | -11.1% | 4,472 | +8.0% | 0.05% | 0.0% |
| Buy | CION INVT CORP | $1,231,000 | +4.8% | 141,530 | +78.3% | 0.05% | +20.5% | |
| GD | Buy | GENERAL DYNAMICS CORP | $1,213,000 | +0.5% | 5,484 | +9.5% | 0.05% | +13.0% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $1,197,000 | -14.2% | 56,742 | +1.2% | 0.05% | -3.8% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $1,180,000 | -9.0% | 17,671 | +0.0% | 0.05% | +4.1% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $1,183,000 | -48.6% | 23,016 | -44.8% | 0.05% | -41.4% |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $1,187,000 | – | 16,126 | +100.0% | 0.05% | – |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,164,000 | -48.7% | 6,376 | -39.8% | 0.05% | -41.9% |
| KEY | Buy | KEYCORP | $1,158,000 | -23.0% | 67,188 | +0.0% | 0.05% | -12.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,151,000 | +15.0% | 8,151 | +5.9% | 0.05% | +28.9% |
| ZTS | Buy | ZOETIS INCcl a | $1,131,000 | +4.2% | 6,578 | +14.3% | 0.05% | +19.5% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $1,150,000 | -2.1% | 22,707 | -2.1% | 0.05% | +11.4% |
| VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $1,130,000 | +129.2% | 22,976 | +130.3% | 0.05% | +157.9% |
| New | PROSHARES TRshort bitcoin | $1,114,000 | – | 25,397 | +100.0% | 0.05% | – | |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $1,122,000 | -16.2% | 22,813 | -15.6% | 0.05% | -5.9% |
| TCS | CONTAINER STORE GROUP INC | $1,121,000 | -23.8% | 180,000 | 0.0% | 0.05% | -14.3% | |
| FVC | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wright | $1,083,000 | -24.8% | 31,924 | -18.8% | 0.05% | -13.0% |
| ZROZ | New | PIMCO ETF TR25yr+ zero u s | $1,105,000 | – | 10,200 | +100.0% | 0.05% | – |
| MO | Buy | ALTRIA GROUP INC | $1,093,000 | -5.3% | 26,174 | +18.5% | 0.05% | +6.8% |
| BJUN | Sell | INNOVATOR ETFS TRus eqty bufr jun | $1,091,000 | -17.2% | 36,580 | -4.8% | 0.05% | -6.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,079,000 | -31.2% | 14,108 | -1.7% | 0.05% | -22.0% |
| XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $1,062,000 | -27.8% | 3,705 | -11.5% | 0.05% | -17.9% |
| CHRW | C H ROBINSON WORLDWIDE INC | $1,067,000 | -5.9% | 10,529 | 0.0% | 0.05% | +7.0% | |
| GVI | Buy | ISHARES TRintrm gov cr etf | $1,054,000 | -2.3% | 9,983 | +0.4% | 0.04% | +9.8% |
| DVN | Buy | DEVON ENERGY CORP NEW | $1,056,000 | +32.3% | 19,160 | +42.0% | 0.04% | +50.0% |
| URI | Sell | UNITED RENTALS INC | $1,049,000 | -33.7% | 4,317 | -3.1% | 0.04% | -25.0% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $1,028,000 | -4.2% | 20,581 | -3.1% | 0.04% | +7.3% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $1,023,000 | +25.8% | 12,785 | +35.2% | 0.04% | +41.9% |
| EFSC | ENTERPRISE FINL SVCS CORP | $1,014,000 | -12.3% | 24,445 | 0.0% | 0.04% | 0.0% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,018,000 | +7.3% | 3,983 | +5.4% | 0.04% | +22.2% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $1,023,000 | -54.9% | 17,374 | -54.6% | 0.04% | -48.8% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $991,000 | +17.3% | 14,132 | +24.6% | 0.04% | +34.4% |
| DFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $1,002,000 | -12.8% | 30,184 | -5.9% | 0.04% | 0.0% |
| EMR | Sell | EMERSON ELEC CO | $1,006,000 | -19.9% | 12,648 | -1.3% | 0.04% | -8.5% |
| PANW | Buy | PALO ALTO NETWORKS INC | $999,000 | -16.1% | 2,023 | +5.7% | 0.04% | -4.4% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $992,000 | -9.7% | 6,085 | -3.3% | 0.04% | +2.4% |
| NUE | Sell | NUCOR CORP | $1,007,000 | -42.6% | 9,642 | -18.3% | 0.04% | -34.8% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $1,004,000 | -0.6% | 20,391 | +0.1% | 0.04% | +13.2% |
| GIS | Sell | GENERAL MLS INC | $1,000,000 | -6.1% | 13,259 | -15.7% | 0.04% | +7.5% |
| CSX | Buy | CSX CORP | $976,000 | -9.0% | 33,601 | +17.4% | 0.04% | +5.0% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $987,000 | -4.1% | 6,360 | +5.3% | 0.04% | +7.7% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $968,000 | -6.9% | 20,422 | -4.8% | 0.04% | +7.7% |
| PMAY | New | INNOVATOR ETFS TRus eqty pwr buf | $976,000 | – | 35,735 | +100.0% | 0.04% | – |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $977,000 | -7.3% | 8,884 | +1.9% | 0.04% | +5.0% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $979,000 | -29.2% | 24,419 | -20.3% | 0.04% | -19.2% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $954,000 | -1.8% | 10,012 | +4.9% | 0.04% | +10.8% |
| SO | Buy | SOUTHERN CO | $960,000 | +0.6% | 13,461 | +2.3% | 0.04% | +13.9% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $952,000 | -15.9% | 7,351 | -2.8% | 0.04% | -4.7% |
| PJAN | Sell | INNOVATOR ETFS TRus eqty pwr buf | $961,000 | -10.7% | 31,997 | -3.1% | 0.04% | 0.0% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $966,000 | -1.2% | 10,562 | -1.3% | 0.04% | +10.8% |
| HDV | Buy | ISHARES TRcore high dv etf | $963,000 | +46.4% | 9,591 | +55.9% | 0.04% | +64.0% |
| F | Buy | FORD MTR CO DEL | $961,000 | -30.7% | 86,371 | +5.3% | 0.04% | -21.2% |
| SLV | Buy | ISHARES SILVER TRishares | $923,000 | -17.3% | 49,492 | +1.5% | 0.04% | -4.8% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $924,000 | -18.4% | 4,248 | +3.5% | 0.04% | -7.0% |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $908,000 | +213.1% | 18,333 | +215.3% | 0.04% | +254.5% |
| PRU | Buy | PRUDENTIAL FINL INC | $887,000 | -1.9% | 9,269 | +21.2% | 0.04% | +11.8% |
| TFC | Buy | TRUIST FINL CORP | $876,000 | -13.6% | 18,465 | +3.3% | 0.04% | 0.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $876,000 | -6.6% | 8,879 | -11.1% | 0.04% | +8.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $887,000 | -8.7% | 22,596 | +8.8% | 0.04% | +2.7% |
| IWB | Buy | ISHARES TRrus 1000 etf | $888,000 | -16.9% | 4,274 | +0.1% | 0.04% | -5.0% |
| SDY | Buy | SPDR SER TRs&p divid etf | $883,000 | -3.9% | 7,441 | +3.6% | 0.04% | +8.6% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $876,000 | -3.7% | 35,958 | +2.0% | 0.04% | +11.8% |
| ORCL | Sell | ORACLE CORP | $886,000 | -19.6% | 12,677 | -4.8% | 0.04% | -9.5% |
| IDV | Buy | ISHARES TRintl sel div etf | $874,000 | +46.6% | 32,163 | +71.3% | 0.04% | +65.2% |
| LOW | Sell | LOWES COS INC | $872,000 | -54.7% | 4,990 | -47.5% | 0.04% | -49.3% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $859,000 | -11.4% | 7,089 | +0.2% | 0.04% | 0.0% |
| PTH | Sell | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $854,000 | -18.7% | 7,442 | -4.6% | 0.04% | -7.5% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $865,000 | -16.0% | 27,693 | +2.1% | 0.04% | -5.1% |
| XME | Sell | SPDR SER TRs&p metals mng | $862,000 | -30.9% | 19,867 | -2.4% | 0.04% | -21.3% |
| NSC | Buy | NORFOLK SOUTHN CORP | $851,000 | -10.3% | 3,745 | +12.6% | 0.04% | +2.8% |
| PCAR | Buy | PACCAR INC | $872,000 | -1.8% | 10,586 | +5.0% | 0.04% | +8.8% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $840,000 | -10.6% | 6,470 | +5.1% | 0.04% | 0.0% |
| CBSH | Buy | COMMERCE BANCSHARES INC | $849,000 | -7.9% | 12,928 | +0.4% | 0.04% | +2.9% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $843,000 | -16.2% | 2,302 | +4.3% | 0.04% | -5.3% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $836,000 | -19.1% | 4,765 | +2.6% | 0.04% | -7.7% |
| SYY | Sell | SYSCO CORP | $831,000 | -33.4% | 9,805 | -35.8% | 0.04% | -23.4% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $823,000 | -12.7% | 13,989 | +0.3% | 0.04% | -2.8% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $781,000 | +5.0% | 7,854 | +13.0% | 0.03% | +21.4% |
| DON | Buy | WISDOMTREE TRus midcap divid | $786,000 | +15.8% | 20,172 | +32.0% | 0.03% | +30.8% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $795,000 | -28.9% | 10,795 | -20.6% | 0.03% | -19.0% |
| NYF | Buy | ISHARES TRnew york mun etf | $793,000 | +1.8% | 15,078 | +5.6% | 0.03% | +17.2% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $800,000 | -16.3% | 20,585 | -1.2% | 0.03% | -5.6% |
| CATH | GLOBAL X FDSs&p 500 catholic | $783,000 | -17.7% | 17,048 | 0.0% | 0.03% | -5.6% | |
| KMI | Buy | KINDER MORGAN INC DEL | $801,000 | -3.0% | 47,800 | +9.5% | 0.03% | +9.7% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $800,000 | -12.9% | 7,756 | -3.3% | 0.03% | -2.9% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $792,000 | -11.6% | 11,204 | -3.8% | 0.03% | 0.0% |
| GPC | Sell | GENUINE PARTS CO | $798,000 | -17.8% | 6,000 | -22.1% | 0.03% | -8.1% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $763,000 | +13.4% | 12,285 | +14.6% | 0.03% | +32.0% |
| MDT | Buy | MEDTRONIC PLC | $758,000 | -18.7% | 8,450 | +0.5% | 0.03% | -5.7% |
| TPL | TEXAS PACIFIC LAND CORPORATI | $764,000 | +10.1% | 513 | 0.0% | 0.03% | +26.9% | |
| SYK | Buy | STRYKER CORPORATION | $776,000 | -25.1% | 3,899 | +0.6% | 0.03% | -15.4% |
| WELL | Sell | WELLTOWER INC | $761,000 | -14.3% | 9,240 | -0.0% | 0.03% | -2.9% |
| SPGI | Buy | S&P GLOBAL INC | $769,000 | -14.1% | 2,282 | +4.6% | 0.03% | -2.9% |
| ELD | Sell | WISDOMTREE TRem lcl debt fd | $762,000 | -12.9% | 29,711 | -5.0% | 0.03% | 0.0% |
| ICSH | New | ISHARES TRblackrock ultra | $740,000 | – | 14,786 | +100.0% | 0.03% | – |
| KBWB | Sell | INVESCO EXCH TRADED FD TR IIkbw bk etf | $755,000 | -40.4% | 14,578 | -26.7% | 0.03% | -33.3% |
| USB | Buy | US BANCORP DEL | $734,000 | +1.7% | 15,958 | +17.4% | 0.03% | +18.5% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $747,000 | -20.4% | 5,046 | -0.6% | 0.03% | -8.6% |
| FXR | Sell | FIRST TR EXCHANGE TRADED FDindls prod dur | $754,000 | -16.2% | 15,667 | -1.6% | 0.03% | -5.9% |
| DUK | Buy | DUKE ENERGY CORP NEW | $736,000 | 0.0% | 6,864 | +4.1% | 0.03% | +14.3% |
| FXN | Sell | FIRST TR EXCHANGE TRADED FDenergy alphadx | $746,000 | -14.4% | 50,546 | -7.7% | 0.03% | -3.0% |
| SMLF | Buy | ISHARES TRmsci usa sml cp | $729,000 | -9.1% | 15,550 | +5.8% | 0.03% | +3.3% |
| SJM | Buy | SMUCKER J M CO | $722,000 | -5.1% | 5,637 | +0.2% | 0.03% | +6.9% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $714,000 | -8.5% | 20,700 | +1.6% | 0.03% | +6.9% |
| MS | Sell | MORGAN STANLEY | $719,000 | -23.1% | 9,447 | -11.7% | 0.03% | -11.4% |
| HUM | Buy | HUMANA INC | $712,000 | +25.6% | 1,521 | +16.8% | 0.03% | +47.6% |
| ENB | Buy | ENBRIDGE INC | $723,000 | +12.6% | 17,117 | +22.9% | 0.03% | +29.2% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $693,000 | +82.4% | 6,037 | +109.5% | 0.03% | +114.3% |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $709,000 | +9.1% | 18,099 | +27.4% | 0.03% | +20.0% |
| FSEP | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $703,000 | -9.6% | 22,010 | 0.0% | 0.03% | +3.4% | |
| O | Buy | REALTY INCOME CORP | $708,000 | +72.3% | 10,368 | +74.8% | 0.03% | +87.5% |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $696,000 | -11.3% | 53,077 | +0.0% | 0.03% | 0.0% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $698,000 | -8.9% | 24,199 | +8.2% | 0.03% | +3.4% |
| NKE | Sell | NIKE INCcl b | $699,000 | -25.1% | 6,838 | -1.4% | 0.03% | -14.3% |
| SPSB | Buy | SPDR SER TRportfolio short | $692,000 | +0.6% | 23,290 | +2.0% | 0.03% | +15.4% |
| KRE | Sell | SPDR SER TRs&p regl bkg | $704,000 | -28.5% | 12,116 | -15.2% | 0.03% | -18.9% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $687,000 | -4.7% | 7,158 | -1.0% | 0.03% | +11.1% |
| FCG | Buy | FIRST TR EXCHANGE-TRADED FDnat gas etf | $690,000 | +30.2% | 31,502 | +45.1% | 0.03% | +50.0% |
| WAL | WESTERN ALLIANCE BANCORP | $690,000 | -14.8% | 9,777 | 0.0% | 0.03% | -3.2% | |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $709,000 | -6.1% | 14,195 | -3.1% | 0.03% | +3.4% |
| NOW | Sell | SERVICENOW INC | $700,000 | -14.8% | 1,472 | -0.3% | 0.03% | -3.2% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $672,000 | -28.6% | 18,835 | -8.2% | 0.03% | -19.4% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $664,000 | -36.5% | 5,226 | -6.1% | 0.03% | -25.6% |
| EXPO | Buy | EXPONENT INC | $675,000 | +17.2% | 7,374 | +38.3% | 0.03% | +31.8% |
| PGR | Buy | PROGRESSIVE CORP | $674,000 | +6.3% | 5,793 | +4.1% | 0.03% | +20.8% |
| HYD | New | VANECK ETF TRUSThigh yld munietf | $679,000 | – | 12,605 | +100.0% | 0.03% | – |
| ACWV | Sell | ISHARES INCmsci gbl min vol | $652,000 | -13.0% | 6,901 | -3.5% | 0.03% | 0.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $658,000 | -18.8% | 1,211 | -11.7% | 0.03% | -9.7% |
| TAP | New | MOLSON COORS BEVERAGE COcl b | $647,000 | – | 11,868 | +100.0% | 0.03% | – |
| DSOC | Buy | INNOVATOR ETFS TRdouble stker oct | $651,000 | -15.7% | 24,146 | +1.9% | 0.03% | -3.4% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $660,000 | +1.9% | 8,546 | +23.3% | 0.03% | +16.7% |
| GUNR | FLEXSHARES TRmornstar upstr | $656,000 | -15.4% | 16,549 | 0.0% | 0.03% | -3.4% | |
| SBUX | Sell | STARBUCKS CORP | $643,000 | -31.9% | 8,420 | -18.9% | 0.03% | -22.2% |
| SHYD | New | VANECK ETF TRUSTshrt hgh yld mun | $643,000 | – | 28,619 | +100.0% | 0.03% | – |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $644,000 | -29.4% | 6,819 | -18.0% | 0.03% | -17.6% |
| MET | Sell | METLIFE INC | $653,000 | -11.2% | 10,397 | -0.6% | 0.03% | 0.0% |
| MEG | Buy | MONTROSE ENVIRONMENTAL GROUP | $648,000 | -14.6% | 19,188 | +33.7% | 0.03% | -3.4% |
| DHR | Sell | DANAHER CORPORATION | $619,000 | -47.6% | 2,443 | -39.3% | 0.03% | -40.0% |
| MTB | New | M & T BK CORP | $633,000 | – | 3,973 | +100.0% | 0.03% | – |
| TRV | Buy | TRAVELERS COMPANIES INC | $637,000 | +11.6% | 3,766 | +20.5% | 0.03% | +22.7% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $634,000 | -32.8% | 9,942 | -18.6% | 0.03% | -25.0% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $626,000 | +34.9% | 6,758 | +16.5% | 0.03% | +50.0% |
| TSOC | Buy | INNOVATOR ETFS TRtriple stker oct | $632,000 | -15.4% | 23,858 | +0.7% | 0.03% | -3.6% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $638,000 | -9.8% | 18,351 | +0.2% | 0.03% | 0.0% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $619,000 | -9.5% | 50,140 | -0.6% | 0.03% | +3.8% |
| BFB | Buy | BROWN FORMAN CORPcl b | $627,000 | +23.7% | 8,943 | +18.1% | 0.03% | +42.1% |
| PIZ | Sell | INVESCO EXCH TRADED FD TR IIdwa dev mkts | $597,000 | -24.9% | 21,615 | -8.6% | 0.03% | -13.3% |
| ANTM | Sell | ELEVANCE HEALTH INC | $601,000 | -9.8% | 1,246 | -8.1% | 0.03% | +4.0% |
| AMAT | Buy | APPLIED MATLS INC | $605,000 | -27.6% | 6,646 | +4.8% | 0.03% | -18.8% |
| NFRA | Sell | FLEXSHARES TRstoxx globr inf | $610,000 | -10.3% | 11,808 | -0.3% | 0.03% | 0.0% |
| FITB | Buy | FIFTH THIRD BANCORP | $607,000 | -21.9% | 18,076 | +0.1% | 0.03% | -10.3% |
| C | Sell | CITIGROUP INC | $595,000 | -15.6% | 12,946 | -1.9% | 0.03% | -3.7% |
| FIVG | Sell | ETF SER SOLUTIONSdefiance next | $614,000 | -44.3% | 19,493 | -33.6% | 0.03% | -38.1% |
| OXY | Buy | OCCIDENTAL PETE CORP | $604,000 | +36.3% | 10,256 | +31.3% | 0.03% | +52.9% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $593,000 | +0.5% | 3,255 | +15.5% | 0.02% | +13.6% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $591,000 | +47.0% | 6,635 | +68.9% | 0.02% | +66.7% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $579,000 | -7.2% | 5,710 | -4.0% | 0.02% | +4.2% |
| APD | Buy | AIR PRODS & CHEMS INC | $584,000 | +14.5% | 2,430 | +18.9% | 0.02% | +31.6% |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $574,000 | -19.7% | 7,200 | -7.7% | 0.02% | -7.4% |
| MU | Buy | MICRON TECHNOLOGY INC | $575,000 | -8.4% | 10,393 | +29.0% | 0.02% | +4.2% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $584,000 | -22.4% | 6,848 | -7.9% | 0.02% | -10.7% |
| VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $560,000 | -7.3% | 25,249 | +2.1% | 0.02% | +4.3% |
| A | Buy | AGILENT TECHNOLOGIES INC | $560,000 | +19.4% | 4,719 | +33.2% | 0.02% | +33.3% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $570,000 | -13.0% | 8,998 | -0.9% | 0.02% | -4.0% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $560,000 | +29.3% | 6,769 | +30.4% | 0.02% | +50.0% |
| IRT | INDEPENDENCE RLTY TR INC | $563,000 | -21.6% | 27,159 | 0.0% | 0.02% | -11.1% | |
| TSN | Buy | TYSON FOODS INCcl a | $564,000 | +30.6% | 6,553 | +36.0% | 0.02% | +50.0% |
| AMP | Buy | AMERIPRISE FINL INC | $558,000 | +5.9% | 2,346 | +33.6% | 0.02% | +20.0% |
| CB | Buy | CHUBB LIMITED | $552,000 | -5.5% | 2,808 | +2.9% | 0.02% | +9.1% |
| COPX | Buy | GLOBAL X FDSglobal x copper | $564,000 | -11.0% | 18,571 | +33.2% | 0.02% | 0.0% |
| URA | GLOBAL X FDSglobal x uranium | $555,000 | -29.0% | 29,900 | 0.0% | 0.02% | -20.0% | |
| FAST | Buy | FASTENAL CO | $531,000 | -15.0% | 10,632 | +1.0% | 0.02% | -4.2% |
| IBB | Buy | ISHARES TRishares biotech | $527,000 | +15.6% | 4,478 | +28.1% | 0.02% | +35.3% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $539,000 | -1.1% | 4,742 | -5.4% | 0.02% | +9.5% |
| BJAN | INNOVATOR ETFS TRus eqty bufr jan | $532,000 | -11.0% | 16,558 | 0.0% | 0.02% | 0.0% | |
| ES | Buy | EVERSOURCE ENERGY | $530,000 | -3.3% | 6,269 | +0.9% | 0.02% | +9.5% |
| FFEB | Buy | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $530,000 | +38.4% | 15,533 | +54.8% | 0.02% | +64.3% |
| FTA | Buy | FIRST TR LRG CP VL ALPHADEX | $527,000 | +39.8% | 8,486 | +58.6% | 0.02% | +64.3% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $543,000 | +3.0% | 2,328 | +1.8% | 0.02% | +15.0% |
| BJUL | Sell | INNOVATOR ETFS TRus eqty bufr jul | $526,000 | -18.8% | 17,454 | -11.1% | 0.02% | -4.2% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $531,000 | -7.7% | 8,570 | +0.0% | 0.02% | +4.5% |
| TSJA | Sell | INNOVATOR ETFS TRtriple stkr jan | $539,000 | -20.7% | 23,148 | -3.4% | 0.02% | -11.5% |
| SMLV | Buy | SPDR SER TRssga us smal etf | $511,000 | -1.5% | 4,898 | +7.8% | 0.02% | +10.0% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $520,000 | -7.5% | 14,459 | +8.2% | 0.02% | +4.8% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $516,000 | -40.2% | 10,130 | -31.3% | 0.02% | -33.3% |
| WFCPRL | Buy | WELLS FARGO CO NEWperp pfd cnv a | $502,000 | -3.1% | 413 | +5.6% | 0.02% | +10.0% |
| PJUN | New | INNOVATOR ETFS TRus eqty pwr buf | $502,000 | – | 17,246 | +100.0% | 0.02% | – |
| EPI | Sell | WISDOMTREE TRindia erngs fd | $509,000 | -18.0% | 17,158 | -0.4% | 0.02% | -4.3% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $510,000 | -6.2% | 3,028 | +2.7% | 0.02% | +4.8% |
| LIN | Buy | LINDE PLC | $496,000 | +41.3% | 1,725 | +56.8% | 0.02% | +61.5% |
| BK | Sell | BANK NEW YORK MELLON CORP | $494,000 | -21.5% | 11,832 | -6.7% | 0.02% | -12.5% |
| TD | TORONTO DOMINION BK ONT | $495,000 | -17.5% | 7,551 | 0.0% | 0.02% | -8.7% | |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $496,000 | +5.5% | 3,870 | +12.7% | 0.02% | +16.7% |
| KJAN | Sell | INNOVATOR ETFS TRus sml cp pwr b | $486,000 | -10.3% | 17,186 | -0.9% | 0.02% | +5.0% |
| PAUG | INNOVATOR ETFS TRus eqty pwr bf | $496,000 | -5.7% | 17,412 | 0.0% | 0.02% | +5.0% | |
| MKL | Buy | MARKEL CORP | $481,000 | +6.9% | 372 | +22.0% | 0.02% | +23.5% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $495,000 | +7.8% | 10,347 | +12.9% | 0.02% | +23.5% |
| SILJ | Buy | ETF MANAGERS TRprime junir slvr | $488,000 | -31.8% | 51,331 | +1.0% | 0.02% | -22.2% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $494,000 | -22.4% | 1,663 | -13.9% | 0.02% | -12.5% |
| IWR | Buy | ISHARES TRrus mid cap etf | $491,000 | -12.0% | 7,592 | +6.2% | 0.02% | 0.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $489,000 | +8.2% | 6,097 | +2.4% | 0.02% | +23.5% |
| SIL | GLOBAL X FDSglobal x silver | $479,000 | -28.8% | 18,513 | 0.0% | 0.02% | -16.0% | |
| NUV | NUVEEN MUN VALUE FD INC | $499,000 | -6.7% | 55,837 | 0.0% | 0.02% | +5.0% | |
| PIE | Sell | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $499,000 | -55.3% | 26,511 | -44.5% | 0.02% | -50.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $486,000 | -8.3% | 3,082 | +7.3% | 0.02% | +5.0% |
| SQ | Sell | BLOCK INCcl a | $491,000 | -56.9% | 7,994 | -4.9% | 0.02% | -51.2% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $467,000 | +12.5% | 10,458 | +34.3% | 0.02% | +25.0% |
| WPC | Buy | WP CAREY INC | $467,000 | +37.4% | 5,636 | +34.0% | 0.02% | +53.8% |
| FLMI | Buy | FRANKLIN TEMPLETON ETF TRfranklin dyn mun | $467,000 | -4.1% | 19,729 | +0.6% | 0.02% | +11.1% |
| EMHY | Sell | ISHARES INCjp mrgn em hi bd | $472,000 | -20.0% | 13,712 | -7.5% | 0.02% | -9.1% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $468,000 | -6.0% | 2,295 | +24.4% | 0.02% | +5.3% |
| PSCT | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $476,000 | -16.9% | 4,109 | 0.0% | 0.02% | -9.1% | |
| GMOM | Buy | CAMBRIA ETF TRglb moment etf | $467,000 | +98.7% | 15,837 | +117.3% | 0.02% | +122.2% |
| XSVM | Buy | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $466,000 | +77.9% | 10,499 | +116.0% | 0.02% | +100.0% |
| PCEF | Sell | INVESCO EXCH TRADED FD TR II | $458,000 | -14.6% | 24,174 | -0.3% | 0.02% | 0.0% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $464,000 | -13.8% | 11,528 | +13.7% | 0.02% | 0.0% |
| BDX | Sell | BECTON DICKINSON & CO | $474,000 | -17.3% | 1,921 | -10.8% | 0.02% | -9.1% |
| PHO | Buy | INVESCO EXCHANGE TRADED FD Twater res etf | $467,000 | -12.2% | 10,113 | +0.9% | 0.02% | 0.0% |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL | $431,000 | -0.5% | 11,670 | +31.6% | 0.02% | +18.8% |
| ADI | Buy | ANALOG DEVICES INC | $446,000 | -10.3% | 3,054 | +1.5% | 0.02% | 0.0% |
| SRE | Sell | SEMPRA | $442,000 | -14.0% | 2,939 | -3.9% | 0.02% | 0.0% |
| APH | Buy | AMPHENOL CORP NEWcl a | $439,000 | +7.6% | 6,819 | +25.9% | 0.02% | +26.7% |
| QQEW | Sell | FIRST TR NAS100 EQ WEIGHTED | $440,000 | -29.1% | 5,039 | -13.0% | 0.02% | -17.4% |
| MCO | Buy | MOODYS CORP | $442,000 | -0.2% | 1,624 | +23.6% | 0.02% | +11.8% |
| CTAS | Buy | CINTAS CORP | $436,000 | -10.8% | 1,166 | +1.5% | 0.02% | +5.6% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $437,000 | -36.2% | 15,958 | -10.6% | 0.02% | -26.9% |
| NIO | Buy | NIO INCspon ads | $444,000 | +19.4% | 20,423 | +15.7% | 0.02% | +35.7% |
| AFL | Sell | AFLAC INC | $452,000 | -15.5% | 8,170 | -1.8% | 0.02% | -5.0% |
| ARCC | Buy | ARES CAPITAL CORP | $441,000 | +17.6% | 24,598 | +37.3% | 0.02% | +35.7% |
| SMB | Buy | VANECK ETF TRUSTvaneck shrt muni | $432,000 | +6.1% | 25,236 | +6.2% | 0.02% | +26.7% |
| XYL | Buy | XYLEM INC | $449,000 | +17.8% | 5,747 | +28.5% | 0.02% | +35.7% |
| USO | Sell | UNITED STS OIL FD LPunits | $432,000 | -25.8% | 5,380 | -31.5% | 0.02% | -13.6% |
| SHW | Sell | SHERWIN WILLIAMS CO | $442,000 | -25.3% | 1,975 | -16.7% | 0.02% | -13.6% |
| PSK | SPDR SER TRice pfd sec etf | $449,000 | -8.0% | 12,511 | 0.0% | 0.02% | +5.6% | |
| MCK | Sell | MCKESSON CORP | $447,000 | +4.7% | 1,370 | -1.7% | 0.02% | +18.8% |
| BUG | Buy | GLOBAL X FDScybrscurty etf | $452,000 | -15.0% | 18,098 | +6.8% | 0.02% | -5.0% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $439,000 | -15.1% | 6,757 | +0.8% | 0.02% | -5.0% |
| EOG | Buy | EOG RES INC | $438,000 | -2.4% | 3,970 | +5.5% | 0.02% | +11.8% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $448,000 | -16.4% | 3,024 | -3.6% | 0.02% | -5.0% |
| VRIG | INVESCO ACTIVELY MANAGED ETFvar rate invt | $440,000 | -1.1% | 17,870 | 0.0% | 0.02% | +11.8% | |
| NDAQ | Buy | NASDAQ INC | $426,000 | +8.7% | 2,792 | +26.8% | 0.02% | +20.0% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $419,000 | -47.7% | 14,313 | -11.2% | 0.02% | -40.0% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $418,000 | -0.2% | 8,664 | +1.2% | 0.02% | +12.5% |
| DBJA | Buy | INNOVATOR ETFS TRdouble stackr 9 | $423,000 | -2.8% | 17,392 | +9.7% | 0.02% | +12.5% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $427,000 | +24.9% | 23,648 | +22.1% | 0.02% | +38.5% |
| RFV | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 vl | $415,000 | -38.1% | 4,994 | -28.6% | 0.02% | -28.0% |
| IJT | New | ISHARES TRs&p sml 600 gwt | $409,000 | – | 3,881 | +100.0% | 0.02% | – |
| MGM | Sell | MGM RESORTS INTERNATIONAL | $424,000 | -31.2% | 14,640 | -0.4% | 0.02% | -21.7% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $422,000 | -4.5% | 6,250 | +26.7% | 0.02% | +5.9% |
| RWR | SPDR SER TRdj reit etf | $418,000 | -19.0% | 4,400 | 0.0% | 0.02% | -5.3% | |
| BRMK | Buy | BROADMARK RLTY CAP INC | $419,000 | -19.0% | 62,380 | +4.4% | 0.02% | -10.0% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $415,000 | -12.4% | 7,438 | -4.8% | 0.02% | 0.0% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $409,000 | +1.5% | 4,935 | -5.5% | 0.02% | +20.0% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $429,000 | -48.1% | 4,917 | -38.7% | 0.02% | -41.9% |
| SHOP | Buy | SHOPIFY INCcl a | $420,000 | -31.6% | 13,440 | +1380.2% | 0.02% | -21.7% |
| WEC | Buy | WEC ENERGY GROUP INC | $408,000 | +1.2% | 4,054 | +0.4% | 0.02% | +20.0% |
| ARKK | Sell | ARK ETF TRinnovation etf | $423,000 | -48.4% | 10,600 | -14.3% | 0.02% | -41.9% |
| YUM | Buy | YUM BRANDS INC | $416,000 | -3.7% | 3,665 | +0.7% | 0.02% | +12.5% |
| AON | Buy | AON PLC | $392,000 | -16.6% | 1,454 | +0.7% | 0.02% | -5.6% |
| TM | Buy | TOYOTA MOTOR CORPads | $386,000 | +8.7% | 2,501 | +27.0% | 0.02% | +30.8% |
| FDX | Buy | FEDEX CORP | $386,000 | +7.2% | 1,703 | +9.6% | 0.02% | +21.4% |
| IXUS | Buy | ISHARES TRcore msci total | $394,000 | -3.4% | 6,916 | +13.0% | 0.02% | +13.3% |
| ENTG | Sell | ENTEGRIS INC | $404,000 | -33.4% | 4,388 | -5.1% | 0.02% | -26.1% |
| ET | Buy | ENERGY TRANSFER L P | $399,000 | +3.9% | 39,939 | +16.4% | 0.02% | +13.3% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $394,000 | -26.9% | 1,732 | -1.9% | 0.02% | -15.0% |
| TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $407,000 | +24.1% | 8,118 | +45.8% | 0.02% | +41.7% |
| PPG | Buy | PPG INDS INC | $404,000 | +9.2% | 3,536 | +25.4% | 0.02% | +21.4% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $390,000 | -18.1% | 4,105 | +1.6% | 0.02% | -5.6% |
| FJUN | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $395,000 | -7.1% | 11,234 | 0.0% | 0.02% | +6.2% | |
| New | WARNER BROS DISCOVERY INC | $404,000 | – | 30,089 | +100.0% | 0.02% | – | |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $398,000 | -17.1% | 33,083 | +0.7% | 0.02% | -5.6% |
| FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $392,000 | -19.0% | 4,170 | 0.0% | 0.02% | -5.6% | |
| DAL | Buy | DELTA AIR LINES INC DEL | $387,000 | -25.3% | 13,362 | +2.1% | 0.02% | -15.0% |
| CME | Buy | CME GROUP INC | $388,000 | -12.8% | 1,897 | +1.4% | 0.02% | 0.0% |
| ALL | Buy | ALLSTATE CORP | $383,000 | -3.5% | 3,020 | +5.4% | 0.02% | +6.7% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $365,000 | +2.8% | 7,650 | +5.7% | 0.02% | +23.1% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $367,000 | -16.4% | 1,778 | +3.6% | 0.02% | -5.9% |
| CSML | INDEXIQ ETF TRiq chaikin us | $366,000 | -14.7% | 12,191 | 0.0% | 0.02% | 0.0% | |
| OKE | Sell | ONEOK INC NEW | $384,000 | -54.4% | 6,925 | -41.9% | 0.02% | -50.0% |
| TMUS | Buy | T-MOBILE US INC | $378,000 | +13.2% | 2,806 | +7.8% | 0.02% | +23.1% |
| PEJ | Sell | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $375,000 | -26.0% | 10,337 | -0.6% | 0.02% | -15.8% |
| HSY | Buy | HERSHEY CO | $378,000 | -0.5% | 1,757 | +0.1% | 0.02% | +14.3% |
| AXSM | Sell | AXSOME THERAPEUTICS INC | $363,000 | -7.6% | 9,480 | -0.1% | 0.02% | +6.7% |
| SMMV | Buy | ISHARES TRmsci usa smcp mn | $381,000 | -8.2% | 11,185 | +0.3% | 0.02% | 0.0% |
| OEF | Sell | ISHARES TRs&p 100 etf | $381,000 | -17.5% | 2,209 | -0.3% | 0.02% | -5.9% |
| INTU | Sell | INTUIT | $362,000 | -27.6% | 940 | -9.5% | 0.02% | -15.8% |
| RFEM | Sell | FIRST TR EXCH TRADED FD IIIrivr frnt dyn | $372,000 | -31.5% | 6,973 | -16.7% | 0.02% | -23.8% |
| XEL | Sell | XCEL ENERGY INC | $362,000 | -40.8% | 5,121 | -39.6% | 0.02% | -30.4% |
| FSMB | Buy | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $363,000 | +26.0% | 18,289 | +27.7% | 0.02% | +45.5% |
| Sell | GENERAL ELECTRIC CO | $362,000 | -44.8% | 5,689 | -20.7% | 0.02% | -36.0% | |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $367,000 | -40.4% | 5,202 | -29.3% | 0.02% | -30.4% |
| CNC | Buy | CENTENE CORP DEL | $346,000 | +11.6% | 4,095 | +11.1% | 0.02% | +25.0% |
| PDP | Sell | INVESCO EXCHANGE TRADED FD Tdwa momentum | $355,000 | -23.2% | 5,213 | -8.5% | 0.02% | -11.8% |
| EELV | New | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $351,000 | – | 15,069 | +100.0% | 0.02% | – |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $347,000 | -18.9% | 2,332 | -9.8% | 0.02% | -6.2% |
| RBA | New | RITCHIE BROS AUCTIONEERS | $344,000 | – | 5,284 | +100.0% | 0.02% | – |
| SPSC | New | SPS COMM INC | $347,000 | – | 3,068 | +100.0% | 0.02% | – |
| PYPL | Sell | PAYPAL HLDGS INC | $345,000 | -50.5% | 4,933 | -18.1% | 0.02% | -42.3% |
| NFLX | Sell | NETFLIX INC | $350,000 | -54.9% | 2,000 | -3.4% | 0.02% | -48.3% |
| TROW | Buy | PRICE T ROWE GROUP INC | $355,000 | -19.7% | 3,128 | +7.1% | 0.02% | -11.8% |
| DBOC | Sell | INNOVATOR ETFS TRdouble stackr 9 | $344,000 | -16.3% | 12,740 | -7.5% | 0.02% | -6.2% |
| AEE | Buy | AMEREN CORP | $352,000 | -3.6% | 3,898 | +0.0% | 0.02% | +7.1% |
| D | Buy | DOMINION ENERGY INC | $358,000 | +1.1% | 4,483 | +7.7% | 0.02% | +15.4% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $341,000 | -7.6% | 2,085 | +10.0% | 0.02% | +7.1% |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $338,000 | +16.6% | 21,750 | +27.0% | 0.02% | +36.4% |
| BACPRL | Buy | BK OF AMERICA CORP7.25%cnv pfd l | $357,000 | -3.3% | 296 | +5.3% | 0.02% | +7.1% |
| BLL | Buy | BALL CORP | $355,000 | +0.6% | 5,168 | +31.8% | 0.02% | +15.4% |
| DTN | WISDOMTREE TRus ai enhanced | $355,000 | -10.4% | 4,000 | 0.0% | 0.02% | 0.0% | |
| FR | FIRST INDL RLTY TR INC | $341,000 | -23.4% | 7,185 | 0.0% | 0.02% | -11.8% | |
| PDEC | INNOVATOR ETFS TRus eqty pwr buf | $319,000 | -8.1% | 11,107 | 0.0% | 0.01% | +7.7% | |
| DD | Sell | DUPONT DE NEMOURS INC | $329,000 | -27.1% | 5,915 | -3.6% | 0.01% | -17.6% |
| REMX | VANECK ETF TRUSTrare earth/strtg | $321,000 | -26.5% | 3,698 | 0.0% | 0.01% | -17.6% | |
| DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $330,000 | -44.7% | 8,091 | -33.6% | 0.01% | -39.1% |
| PFEB | INNOVATOR ETFS TRus eqty pwr buf | $324,000 | -8.0% | 12,000 | 0.0% | 0.01% | +7.7% | |
| PLD | Sell | PROLOGIS INC. | $322,000 | -27.3% | 2,733 | -0.3% | 0.01% | -17.6% |
| XT | Sell | ISHARES TRexponential tech | $328,000 | -21.3% | 6,833 | -3.2% | 0.01% | -12.5% |
| PXD | Sell | PIONEER NAT RES CO | $318,000 | -13.8% | 1,425 | -3.5% | 0.01% | 0.0% |
| SCHW | Sell | SCHWAB CHARLES CORP | $323,000 | -27.7% | 5,110 | -3.7% | 0.01% | -17.6% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $322,000 | -22.4% | 2,367 | -8.0% | 0.01% | -12.5% |
| MAIN | Sell | MAIN STR CAP CORP | $329,000 | -30.0% | 8,533 | -22.6% | 0.01% | -22.2% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $323,000 | -28.1% | 5,925 | -12.5% | 0.01% | -17.6% |
| GLW | Buy | CORNING INC | $322,000 | -12.0% | 10,223 | +3.0% | 0.01% | 0.0% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $331,000 | -21.9% | 1,840 | -14.6% | 0.01% | -12.5% |
| ETN | Buy | EATON CORP PLC | $301,000 | -14.0% | 2,387 | +3.4% | 0.01% | 0.0% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $305,000 | -13.1% | 7,645 | -4.2% | 0.01% | 0.0% |
| AOK | ISHARES TRconser alloc etf | $296,000 | -8.1% | 8,557 | 0.0% | 0.01% | +8.3% | |
| JETS | Buy | ETF SER SOLUTIONSus glb jets | $299,000 | -13.6% | 18,119 | +14.1% | 0.01% | 0.0% |
| NVS | Sell | NOVARTIS AGsponsored adr | $295,000 | -23.0% | 3,492 | -20.0% | 0.01% | -7.1% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $299,000 | +23.6% | 1,374 | +48.7% | 0.01% | +44.4% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $292,000 | -20.4% | 2,875 | -6.4% | 0.01% | -7.1% |
| WMB | Buy | WILLIAMS COS INC | $309,000 | -5.8% | 9,887 | +0.8% | 0.01% | +8.3% |
| ED | Buy | CONSOLIDATED EDISON INC | $298,000 | +9.6% | 3,134 | +9.2% | 0.01% | +30.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $304,000 | -1.0% | 1,259 | +1.9% | 0.01% | +8.3% |
| JHSC | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactr sml | $309,000 | -13.7% | 10,576 | +1.3% | 0.01% | -7.1% |
| ENSG | New | ENSIGN GROUP INC | $307,000 | – | 4,183 | +100.0% | 0.01% | – |
| ROP | Buy | ROPER TECHNOLOGIES INC | $302,000 | -16.1% | 765 | +0.3% | 0.01% | -7.1% |
| RGI | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $308,000 | -14.9% | 1,922 | 0.0% | 0.01% | -7.1% | |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $306,000 | – | 1,650 | +100.0% | 0.01% | – |
| DOW | Buy | DOW INC | $310,000 | -4.3% | 6,003 | +18.1% | 0.01% | +8.3% |
| DAUG | Sell | FIRST TR EXCHNG TRADED FD VIvest us deep | $307,000 | -16.8% | 9,506 | -10.0% | 0.01% | -7.1% |
| PH | Sell | PARKER-HANNIFIN CORP | $307,000 | -14.7% | 1,246 | -1.7% | 0.01% | -7.1% |
| FMAR | New | FIRST TR EXCHNG TRADED FD VIft cboe vest mar | $298,000 | – | 9,882 | +100.0% | 0.01% | – |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $268,000 | -10.1% | 4,099 | -1.2% | 0.01% | +9.1% |
| VIAC | Buy | PARAMOUNT GLOBAL | $275,000 | -34.5% | 11,135 | +0.2% | 0.01% | -25.0% |
| AWR | Buy | AMER STATES WTR CO | $287,000 | -8.0% | 3,525 | +0.7% | 0.01% | 0.0% |
| HSIC | HENRY SCHEIN INC | $270,000 | -12.1% | 3,524 | 0.0% | 0.01% | 0.0% | |
| FGD | Sell | FIRST TR EXCHANGE TRADED FDdj glbl divid | $281,000 | -46.5% | 12,928 | -37.6% | 0.01% | -40.0% |
| CASY | Buy | CASEYS GEN STORES INC | $285,000 | -6.6% | 1,542 | +0.3% | 0.01% | 0.0% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $287,000 | -52.8% | 933 | -46.7% | 0.01% | -47.8% |
| UMAY | New | INNOVATOR ETFS TRus eqt ultra bf | $285,000 | – | 10,955 | +100.0% | 0.01% | – |
| SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $280,000 | -1.4% | 5,420 | +1.6% | 0.01% | +9.1% |
| BP | Sell | BP PLCsponsored adr | $275,000 | -27.1% | 9,714 | -24.3% | 0.01% | -14.3% |
| IPAC | Sell | ISHARES TRcore msci pac | $271,000 | -15.6% | 5,207 | -1.1% | 0.01% | 0.0% |
| VWOB | Sell | VANGUARD WHITEHALL FDSem mk gov bd etf | $287,000 | -25.6% | 4,681 | -15.3% | 0.01% | -20.0% |
| EJAN | Sell | INNOVATOR ETFS TRemrgng mkt jan | $291,000 | -10.7% | 10,755 | -6.3% | 0.01% | 0.0% |
| GLOB | New | GLOBANT S A | $287,000 | – | 1,647 | +100.0% | 0.01% | – |
| COOP | Buy | MR COOPER GROUP INC | $280,000 | -19.5% | 7,629 | +0.1% | 0.01% | -7.7% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $274,000 | -9.3% | 9,712 | +2.4% | 0.01% | +9.1% |
| INTF | ISHARES TRintl eqty factor | $287,000 | -15.1% | 12,200 | 0.0% | 0.01% | -7.7% | |
| NNN | Buy | NATIONAL RETAIL PROPERTIES I | $287,000 | -3.7% | 6,683 | +0.8% | 0.01% | +9.1% |
| OMC | Buy | OMNICOM GROUP INC | $277,000 | -24.7% | 4,355 | +0.3% | 0.01% | -14.3% |
| PFFA | Sell | ETFIS SER TR Ivirtus infrcap | $288,000 | -13.3% | 13,661 | -0.8% | 0.01% | -7.7% |
| MSCI | Sell | MSCI INC | $271,000 | -30.0% | 658 | -14.5% | 0.01% | -20.0% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $279,000 | -33.9% | 6,411 | +9.1% | 0.01% | -25.0% |
| EVRG | Sell | EVERGY INC | $282,000 | -27.3% | 4,325 | -23.8% | 0.01% | -20.0% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $258,000 | -45.1% | 1,878 | -26.1% | 0.01% | -38.9% |
| OHI | Sell | OMEGA HEALTHCARE INVS INC | $265,000 | -12.0% | 9,417 | -2.4% | 0.01% | 0.0% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $251,000 | -27.7% | 5,235 | -1.2% | 0.01% | -15.4% |
| VICI | Buy | VICI PPTYS INC | $259,000 | +5.3% | 8,688 | +0.7% | 0.01% | +22.2% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $261,000 | -19.7% | 1,103 | -1.8% | 0.01% | -8.3% |
| SON | Buy | SONOCO PRODS CO | $267,000 | +0.4% | 4,677 | +10.2% | 0.01% | +10.0% |
| FNV | Buy | FRANCO NEV CORP | $255,000 | +14.3% | 1,939 | +38.6% | 0.01% | +37.5% |
| PCTY | New | PAYLOCITY HLDG CORP | $260,000 | – | 1,488 | +100.0% | 0.01% | – |
| ALRM | New | ALARM COM HLDGS INC | $251,000 | – | 4,061 | +100.0% | 0.01% | – |
| TJX | Sell | TJX COS INC NEW | $246,000 | -12.5% | 4,410 | -5.0% | 0.01% | 0.0% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $254,000 | -52.1% | 1,398 | -37.9% | 0.01% | -45.0% |
| BAX | Buy | BAXTER INTL INC | $257,000 | -16.0% | 4,002 | +1.4% | 0.01% | -8.3% |
| OIH | Sell | VANECK ETF TRUSToil services etf | $251,000 | -30.7% | 1,078 | -15.8% | 0.01% | -21.4% |
| HALO | Buy | HALOZYME THERAPEUTICS INC | $254,000 | +10.9% | 5,765 | +0.3% | 0.01% | +22.2% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $248,000 | -16.2% | 9,126 | +0.0% | 0.01% | 0.0% |
| New | LITMAN GREGORY FDS TRimgp dbi managed | $262,000 | – | 8,099 | +100.0% | 0.01% | – | |
| EA | Sell | ELECTRONIC ARTS INC | $267,000 | -10.4% | 2,195 | -7.0% | 0.01% | 0.0% |
| ETJ | Buy | EATON VANCE RISK-MANAGED DIV | $252,000 | -6.7% | 30,065 | +10.0% | 0.01% | +10.0% |
| SHAG | Sell | WISDOMTREE TRyield enhanced | $262,000 | -6.8% | 5,507 | -5.0% | 0.01% | 0.0% |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $264,000 | – | 4,165 | +100.0% | 0.01% | – |
| LOPE | New | GRAND CANYON ED INC | $244,000 | – | 2,593 | +100.0% | 0.01% | – |
| FNOV | Sell | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $238,000 | -58.5% | 7,000 | -53.8% | 0.01% | -54.5% |
| CTVA | Sell | CORTEVA INC | $239,000 | -14.6% | 4,412 | -9.5% | 0.01% | -9.1% |
| NCA | Buy | NUVEEN CALIFORNIA MUNI VLU F | $227,000 | -3.8% | 25,954 | +0.7% | 0.01% | +11.1% |
| NXST | Sell | NEXSTAR MEDIA GROUP INCcl a | $224,000 | -18.2% | 1,378 | -5.1% | 0.01% | 0.0% |
| MRNA | Buy | MODERNA INC | $227,000 | -14.3% | 1,586 | +3.3% | 0.01% | 0.0% |
| CHE | New | CHEMED CORP NEW | $223,000 | – | 475 | +100.0% | 0.01% | – |
| SJNK | SPDR SER TRbloomberg sht te | $241,000 | -8.0% | 9,975 | 0.0% | 0.01% | 0.0% | |
| BL | New | BLACKLINE INC | $225,000 | – | 3,383 | +100.0% | 0.01% | – |
| FAUG | FIRST TR EXCHNG TRADED FD VIvest us buffer | $225,000 | -8.9% | 6,500 | 0.0% | 0.01% | +11.1% | |
| SWIR | Sell | SIERRA WIRELESS INC | $225,000 | +4.2% | 9,603 | -20.0% | 0.01% | +25.0% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $225,000 | -53.4% | 2,150 | -37.8% | 0.01% | -44.4% |
| BBDC | Sell | BARINGS BDC INC | $225,000 | -22.4% | 24,192 | -13.8% | 0.01% | -9.1% |
| GOVT | Sell | ISHARES TRus treas bd etf | $243,000 | -35.9% | 10,170 | -33.2% | 0.01% | -28.6% |
| AOA | Buy | ISHARES TRaggres alloc etf | $231,000 | -9.4% | 3,858 | +4.1% | 0.01% | 0.0% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $223,000 | -3.9% | 1,869 | -1.7% | 0.01% | +11.1% |
| FIVE | New | FIVE BELOW INC | $222,000 | – | 1,955 | +100.0% | 0.01% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $225,000 | – | 4,163 | +100.0% | 0.01% | – |
| QABA | New | FIRST TR NASDAQ ABA CMNTY BK | $225,000 | – | 4,530 | +100.0% | 0.01% | – |
| ILCG | Sell | ISHARES TRmorningstar grwt | $235,000 | -55.6% | 4,693 | -42.4% | 0.01% | -50.0% |
| IAU | Buy | ISHARES GOLD TRishares new | $244,000 | +4.7% | 7,099 | +12.0% | 0.01% | +11.1% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $237,000 | -18.0% | 5,358 | -3.6% | 0.01% | -9.1% |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $224,000 | – | 3,191 | +100.0% | 0.01% | – |
| IP | New | INTERNATIONAL PAPER CO | $224,000 | – | 5,353 | +100.0% | 0.01% | – |
| AMED | New | AMEDISYS INC | $226,000 | – | 2,151 | +100.0% | 0.01% | – |
| IEP | New | ICAHN ENTERPRISES LPdepositary unit | $238,000 | – | 4,946 | +100.0% | 0.01% | – |
| WM | Buy | WASTE MGMT INC DEL | $223,000 | +2.3% | 1,458 | +6.0% | 0.01% | +25.0% |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $229,000 | -6.1% | 3,147 | -0.5% | 0.01% | +11.1% |
| USPH | New | U S PHYSICAL THERAPY | $211,000 | – | 1,929 | +100.0% | 0.01% | – |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $204,000 | -39.3% | 2,492 | -22.6% | 0.01% | -30.8% |
| STAG | Buy | STAG INDL INC | $201,000 | -24.2% | 6,505 | +1.4% | 0.01% | -10.0% |
| FTHI | New | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $200,000 | – | 10,000 | +100.0% | 0.01% | – |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $209,000 | -39.4% | 39,665 | +8.4% | 0.01% | -30.8% |
| EAGG | New | ISHARES TResg awr us agrgt | $208,000 | – | 4,257 | +100.0% | 0.01% | – |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $215,000 | -33.0% | 2,322 | -3.5% | 0.01% | -25.0% |
| CBRL | CRACKER BARREL OLD CTRY STOR | $209,000 | -29.6% | 2,500 | 0.0% | 0.01% | -18.2% | |
| VTR | Buy | VENTAS INC | $213,000 | -10.5% | 4,149 | +7.6% | 0.01% | 0.0% |
| PFGC | Sell | PERFORMANCE FOOD GROUP CO | $207,000 | -36.3% | 4,498 | -29.5% | 0.01% | -25.0% |
| AVSF | New | AMERICAN CENTY ETF TRavantis shfxdinc | $211,000 | – | 4,500 | +100.0% | 0.01% | – |
| DEO | Sell | DIAGEO PLCspon adr new | $220,000 | -17.0% | 1,262 | -3.1% | 0.01% | -10.0% |
| ECL | Buy | ECOLAB INC | $208,000 | -12.2% | 1,355 | +1.0% | 0.01% | 0.0% |
| LULU | Sell | LULULEMON ATHLETICA INC | $214,000 | -31.4% | 785 | -8.2% | 0.01% | -25.0% |
| SAND | Sell | SANDSTORM GOLD LTD | $203,000 | -30.0% | 34,127 | -4.9% | 0.01% | -18.2% |
| MAA | Sell | MID-AMER APT CMNTYS INC | $217,000 | -24.9% | 1,244 | -9.8% | 0.01% | -18.2% |
| USVM | VICTORY PORTFOLIOS II | $200,000 | -14.2% | 3,315 | 0.0% | 0.01% | 0.0% | |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $221,000 | – | 7,500 | +100.0% | 0.01% | – | |
| HUBB | Buy | HUBBELL INC | $208,000 | -2.3% | 1,163 | +0.4% | 0.01% | +12.5% |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC | $221,000 | -25.3% | 1,982 | +1.6% | 0.01% | -18.2% |
| WSC | New | WILLSCOT MOBIL MINI HLDNG CO | $219,000 | – | 6,758 | +100.0% | 0.01% | – |
| REGN | Sell | REGENERON PHARMACEUTICALS | $213,000 | -18.1% | 361 | -3.0% | 0.01% | -10.0% |
| FTRI | New | FIRST TR EXCHANGE TRADED FDindxx nat re etf | $213,000 | – | 16,053 | +100.0% | 0.01% | – |
| FXZ | New | FIRST TR EXCHANGE TRADED FDmaterials alph | $202,000 | – | 3,572 | +100.0% | 0.01% | – |
| IWP | Buy | ISHARES TRrus md cp gr etf | $213,000 | -20.2% | 2,690 | +1.2% | 0.01% | -10.0% |
| GSL | Buy | GLOBAL SHIP LEASE INC NEW | $176,000 | -27.9% | 10,632 | +24.1% | 0.01% | -11.1% |
| PAYS | PAYSIGN INC | $194,000 | -22.7% | 127,574 | 0.0% | 0.01% | -11.1% | |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $197,000 | +22.4% | 33,308 | +45.7% | 0.01% | +33.3% |
| NMI | Buy | NUVEEN MUN INCOME FD INC | $195,000 | -6.7% | 21,009 | +0.8% | 0.01% | 0.0% |
| CLPR | Buy | CLIPPER RLTY INC | $179,000 | -13.1% | 23,238 | +2.2% | 0.01% | 0.0% |
| FNB | F N B CORP | $154,000 | -12.5% | 14,139 | 0.0% | 0.01% | 0.0% | |
| AUY | YAMANA GOLD INC | $163,000 | -16.8% | 35,075 | 0.0% | 0.01% | 0.0% | |
| PPT | Buy | PUTNAM PREMIER INCOME TRsh ben int | $135,000 | -3.6% | 35,477 | +0.8% | 0.01% | +20.0% |
| ESPR | Sell | ESPERION THERAPEUTICS INC NE | $141,000 | -32.5% | 22,095 | -51.0% | 0.01% | -25.0% |
| DNP | Sell | DNP SELECT INCOME FD INC | $151,000 | -15.6% | 13,927 | -8.1% | 0.01% | -14.3% |
| CTT | CATCHMARK TIMBER TR INCcl a | $147,000 | +22.5% | 14,623 | 0.0% | 0.01% | +20.0% | |
| PFL | New | PIMCO INCOME STRATEGY FD | $114,000 | – | 12,640 | +100.0% | 0.01% | – |
| New | DRAFTKINGS INC NEW | $123,000 | – | 10,515 | +100.0% | 0.01% | – | |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $120,000 | – | 12,250 | +100.0% | 0.01% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $115,000 | – | 12,641 | +100.0% | 0.01% | – |
| AG | Sell | FIRST MAJESTIC SILVER CORP | $108,000 | -54.2% | 15,049 | -16.1% | 0.01% | -44.4% |
| PHK | PIMCO HIGH INCOME FD | $107,000 | -10.1% | 20,650 | 0.0% | 0.01% | +25.0% | |
| ETY | Buy | EATON VANCE TAX-MANAGED DIVE | $124,000 | -17.9% | 10,907 | +0.7% | 0.01% | -16.7% |
| MPLN | MULTIPLAN CORPORATION | $99,000 | +17.9% | 18,000 | 0.0% | 0.00% | +33.3% | |
| PAVM | Sell | PAVMED INC | $98,000 | -32.9% | 104,696 | -5.3% | 0.00% | -33.3% |
| MGTX | Buy | MEIRAGTX HLDGS PLC | $91,000 | -42.0% | 11,981 | +5.7% | 0.00% | -33.3% |
| JPS | Buy | NUVEEN PFD & INCM SECURTIES | $101,000 | -4.7% | 13,920 | +10.3% | 0.00% | 0.0% |
| IMAC | Buy | IMAC HLDGS INC | $100,000 | +11.1% | 120,375 | +38.2% | 0.00% | +33.3% |
| AGI | Sell | ALAMOS GOLD INC NEW | $71,000 | -30.4% | 10,100 | -16.5% | 0.00% | -25.0% |
| VIVID SEATS INC*w exp 10/18/202 | $59,000 | -43.8% | 32,800 | 0.0% | 0.00% | -25.0% | ||
| LTRX | Sell | LANTRONIX INC | $74,000 | -26.7% | 13,722 | -8.8% | 0.00% | -25.0% |
| AFIN | THE NECESSITY RETAIL REIT IN | $73,000 | -7.6% | 10,027 | 0.0% | 0.00% | 0.0% | |
| MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $65,000 | -45.8% | 11,125 | -4.1% | 0.00% | -40.0% |
| XAIR | Sell | BEYOND AIR INC | $68,000 | -16.0% | 10,201 | -15.4% | 0.00% | 0.0% |
| NNDM | NANO DIMENSION LTDsponsord ads new | $47,000 | -13.0% | 15,031 | 0.0% | 0.00% | 0.0% | |
| ONCT | Buy | ONCTERNAL THERAPEUTICS INC | $45,000 | +7.1% | 40,448 | +33.7% | 0.00% | 0.0% |
| CDXC | CHROMADEX CORP | $38,000 | -32.1% | 22,792 | 0.0% | 0.00% | 0.0% | |
| MREO | Buy | MEREO BIOPHARMA GROUP PLCads | $52,000 | +6.1% | 46,695 | +5.9% | 0.00% | 0.0% |
| TLRY | New | TILRAY BRANDS INC | $36,000 | – | 11,534 | +100.0% | 0.00% | – |
| IAIC | Buy | WAVEDANCER INC | $15,000 | -71.7% | 11,260 | +12.6% | 0.00% | -50.0% |
| INSG | INSEEGO CORP | $22,000 | -54.2% | 11,734 | 0.0% | 0.00% | -50.0% | |
| AMRS | Sell | AMYRIS INC | $33,000 | -62.1% | 18,000 | -10.0% | 0.00% | -66.7% |
| Buy | STRAN & COMPANY INC | $25,000 | +38.9% | 15,170 | +49.4% | 0.00% | 0.0% | |
| New | LILIUM N V | $26,000 | – | 11,021 | +100.0% | 0.00% | – | |
| PROSPECT CAP CORPnote 4.950% 7/1 | $25,000 | -3.8% | 25,000 | 0.0% | 0.00% | 0.0% | ||
| GERN | GERON CORP | $16,000 | +14.3% | 10,000 | 0.0% | 0.00% | 0.0% | |
| BHG | Sell | BRIGHT HEALTH GROUP INC | $21,000 | -19.2% | 11,500 | -16.0% | 0.00% | 0.0% |
| LLNW | New | LIMELIGHT NETWORKS INC | $30,000 | – | 13,022 | +100.0% | 0.00% | – |
| BNGO | Sell | BIONANO GENOMICS INC | $17,000 | -48.5% | 12,540 | -2.9% | 0.00% | 0.0% |
| Sell | FIELD TRIP HEALTH LTD | $11,000 | -38.9% | 13,500 | -0.4% | 0.00% | -100.0% | |
| AVEO | Exit | AVEO PHARMACEUTICALS INCcall | $0 | – | -108,900 | -100.0% | 0.00% | – |
| HZONWS | HORIZON ACQUISITION CORPORAT*w exp 10/19/202 | $3,000 | -72.7% | 16,300 | 0.0% | 0.00% | – | |
| GDXJ | New | VANECK ETF TRUSTcall | $0 | – | 20,000 | +100.0% | 0.00% | – |
| ITRM | ITERUM THERAPEUTICS PLC | $3,000 | -50.0% | 16,556 | 0.0% | 0.00% | – | |
| VIAC | New | PARAMOUNT GLOBALcall | $1,000 | – | 12,000 | +100.0% | 0.00% | – |
| PHAS | Sell | PHASEBIO PHARMACEUTICALS INC | $10,000 | -93.3% | 16,150 | -85.7% | 0.00% | -100.0% |
| NEPT | Exit | NEPTUNE WELLNESS SOLUTIONS I | $0 | – | -70,800 | -100.0% | -0.00% | – |
| ABT | Exit | ABBOTT LABScall | $0 | – | -227,700 | -100.0% | -0.00% | – |
| ARAY | Exit | ACCURAY INCcall | $0 | – | -99,000 | -100.0% | -0.00% | – |
| POWW | Exit | AMMO INC | $0 | – | -12,989 | -100.0% | -0.00% | – |
| Exit | PROSHARES TRcall | $0 | – | -128,700 | -100.0% | -0.00% | – | |
| MU | Exit | MICRON TECHNOLOGY INCcall | $0 | – | -10,400 | -100.0% | -0.00% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INCcall | $0 | – | -40,108 | -100.0% | -0.01% | – |
| NTNX | Exit | NUTANIX INCcall | $0 | – | -29,700 | -100.0% | -0.01% | – |
| CUBE | Exit | CUBESMART | $0 | – | -4,100 | -100.0% | -0.01% | – |
| GRMN | Exit | GARMIN LTD | $0 | – | -1,888 | -100.0% | -0.01% | – |
| CINF | Exit | CINCINNATI FINL CORP | $0 | – | -1,564 | -100.0% | -0.01% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -335 | -100.0% | -0.01% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -2,101 | -100.0% | -0.01% | – |
| FDEC | Exit | FIRST TR EXCHNG TRADED FD VIft cboe eqty bfr | $0 | – | -6,000 | -100.0% | -0.01% | – |
| EMGF | Exit | ISHARES INCmsci emerg mkt | $0 | – | -4,516 | -100.0% | -0.01% | – |
| MDYV | Exit | SPDR SER TRs&p 400 mdcp val | $0 | – | -3,090 | -100.0% | -0.01% | – |
| FATE | Exit | FATE THERAPEUTICS INCcall | $0 | – | -99,000 | -100.0% | -0.01% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -327 | -100.0% | -0.01% | – |
| RPM | Exit | RPM INTL INC | $0 | – | -2,459 | -100.0% | -0.01% | – |
| Exit | USCF ETF TRgold strategy | $0 | – | -6,315 | -100.0% | -0.01% | – | |
| HPQ | Exit | HP INC | $0 | – | -6,138 | -100.0% | -0.01% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -2,848 | -100.0% | -0.01% | – |
| WBS | Exit | WEBSTER FINL CORP | $0 | – | -3,715 | -100.0% | -0.01% | – |
| ODFL | Exit | OLD DOMINION FREIGHT LINE IN | $0 | – | -717 | -100.0% | -0.01% | – |
| TECK | Exit | TECK RESOURCES LTDcl b | $0 | – | -5,038 | -100.0% | -0.01% | – |
| POCT | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -6,900 | -100.0% | -0.01% | – |
| IMCB | Exit | ISHARES TRmrgstr md cp etf | $0 | – | -3,146 | -100.0% | -0.01% | – |
| DAC | Exit | DANAOS CORPORATION | $0 | – | -2,126 | -100.0% | -0.01% | – |
| GWX | Exit | SPDR INDEX SHS FDSs&p intl smlcp | $0 | – | -6,346 | -100.0% | -0.01% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -4,045 | -100.0% | -0.01% | – |
| TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -2,834 | -100.0% | -0.01% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -2,490 | -100.0% | -0.01% | – |
| GOEX | Exit | GLOBAL X FDSglobal x gold ex | $0 | – | -6,315 | -100.0% | -0.01% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -2,875 | -100.0% | -0.01% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -677 | -100.0% | -0.01% | – |
| RWK | Exit | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $0 | – | -2,201 | -100.0% | -0.01% | – |
| DRE | Exit | DUKE REALTY CORP | $0 | – | -3,754 | -100.0% | -0.01% | – |
| CDNA | Exit | CAREDX INC | $0 | – | -5,700 | -100.0% | -0.01% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -423 | -100.0% | -0.01% | – |
| BJK | Exit | VANECK ETF TRUSTgaming etf | $0 | – | -5,829 | -100.0% | -0.01% | – |
| PTBD | Exit | PACER FDS TRtrendpilot us bd | $0 | – | -10,182 | -100.0% | -0.01% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -2,904 | -100.0% | -0.01% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -2,407 | -100.0% | -0.01% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -6,610 | -100.0% | -0.01% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -1,108 | -100.0% | -0.01% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -453 | -100.0% | -0.01% | – |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -3,310 | -100.0% | -0.01% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -1,383 | -100.0% | -0.01% | – |
| ZION | Exit | ZIONS BANCORPORATION N A | $0 | – | -3,553 | -100.0% | -0.01% | – |
| PFFD | Exit | GLOBAL X FDSus pfd etf | $0 | – | -11,326 | -100.0% | -0.01% | – |
| HRB | Exit | BLOCK H & R INC | $0 | – | -10,286 | -100.0% | -0.01% | – |
| BAB | Exit | INVESCO EXCH TRADED FD TR IItaxable mun bd | $0 | – | -8,656 | -100.0% | -0.01% | – |
| FPXI | Exit | FIRST TR EXCHANGE TRADED FDintl equity opp | $0 | – | -5,263 | -100.0% | -0.01% | – |
| XSLV | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $0 | – | -5,336 | -100.0% | -0.01% | – |
| VHC | Exit | VIRNETX HLDG CORPcall | $0 | – | -69,300 | -100.0% | -0.01% | – |
| PEAK | Exit | HEALTHPEAK PROPERTIES INC | $0 | – | -7,549 | -100.0% | -0.01% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -3,460 | -100.0% | -0.01% | – |
| AAXJ | Exit | ISHARES TRmsci ac asia etf | $0 | – | -3,661 | -100.0% | -0.01% | – |
| IVOL | Exit | KRANESHARES TRquadrtc int rt | $0 | – | -10,184 | -100.0% | -0.01% | – |
| XMMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $0 | – | -3,408 | -100.0% | -0.01% | – |
| AB | Exit | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $0 | – | -6,068 | -100.0% | -0.01% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -714 | -100.0% | -0.01% | – |
| RHI | Exit | ROBERT HALF INTL INC | $0 | – | -2,563 | -100.0% | -0.01% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -6,059 | -100.0% | -0.01% | – |
| PTLC | Exit | PACER FDS TRtrendp us lar cp | $0 | – | -7,145 | -100.0% | -0.01% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -6,756 | -100.0% | -0.01% | – |
| IR | Exit | INGERSOLL RAND INC | $0 | – | -5,945 | -100.0% | -0.01% | – |
| ETX | Exit | EATON VANCE MUN INCOME 2028 | $0 | – | -14,065 | -100.0% | -0.01% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -1,134 | -100.0% | -0.01% | – |
| DWAS | Exit | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $0 | – | -3,577 | -100.0% | -0.01% | – |
| JHMD | Exit | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $0 | – | -8,779 | -100.0% | -0.01% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -8,574 | -100.0% | -0.01% | – |
| DOV | Exit | DOVER CORP | $0 | – | -1,953 | -100.0% | -0.01% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -12,595 | -100.0% | -0.01% | – | |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -1,791 | -100.0% | -0.01% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -2,460 | -100.0% | -0.01% | – |
| CZR | Exit | CAESARS ENTERTAINMENT INC NE | $0 | – | -4,505 | -100.0% | -0.01% | – |
| BLOK | Exit | AMPLIFY ETF TRblockchain ldr | $0 | – | -9,848 | -100.0% | -0.01% | – |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -7,673 | -100.0% | -0.01% | – |
| SPGP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $0 | – | -4,203 | -100.0% | -0.01% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -311 | -100.0% | -0.01% | – |
| SSYS | Exit | STRATASYS LTDcall | $0 | – | -49,500 | -100.0% | -0.01% | – |
| SE | Exit | SEA LTDsponsord ads | $0 | – | -2,994 | -100.0% | -0.01% | – |
| EMQQ | Exit | EXCHANGE TRADED CONCEPTS TRemqq em intern | $0 | – | -12,312 | -100.0% | -0.02% | – |
| BETZ | Exit | LISTED FD TRroundhill sports | $0 | – | -20,516 | -100.0% | -0.02% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -6,540 | -100.0% | -0.02% | – |
| TSLA | Exit | TESLA INCcall | $0 | – | -69,700 | -100.0% | -0.02% | – |
| PBCT | Exit | PEOPLES UNITED FINANCIAL INC | $0 | – | -27,798 | -100.0% | -0.02% | – |
| NVTA | Exit | INVITAE CORPcall | $0 | – | -108,900 | -100.0% | -0.02% | – |
| HYDB | Exit | ISHARES TRhigh yld bd fctr | $0 | – | -11,970 | -100.0% | -0.02% | – |
| DIS | Exit | DISNEY WALT COcall | $0 | – | -10,900 | -100.0% | -0.02% | – |
| MGV | Exit | VANGUARD WORLD FDmega cap val etf | $0 | – | -6,940 | -100.0% | -0.03% | – |
| OSTK | Exit | OVERSTOCK COM INC DELcall | $0 | – | -247,500 | -100.0% | -0.04% | – |
| QCOM | Exit | QUALCOMM INCcall | $0 | – | -49,500 | -100.0% | -0.05% | – |
| SSO | Exit | PROSHARES TR | $0 | – | -23,281 | -100.0% | -0.06% | – |
| CERN | Exit | CERNER CORP | $0 | – | -50,152 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 26 | Q3 2023 | 7.9% |
| SCHWAB STRATEGIC TR | 26 | Q3 2023 | 6.9% |
| INDEXIQ ETF TRUST IQ MRGR ARB ETF | 26 | Q3 2023 | 6.9% |
| SCHWAB STRATEGIC TR | 26 | Q3 2023 | 6.2% |
| SCHWAB STRATEGIC TR | 26 | Q3 2023 | 5.8% |
| APPLE INC COM | 26 | Q3 2023 | 3.0% |
| ISHARES TR | 26 | Q3 2023 | 4.6% |
| MICROSOFT CORP COM | 26 | Q3 2023 | 1.4% |
| VANGUARD S&P 500 ETF SHS | 26 | Q3 2023 | 2.8% |
| SCHWAB STRATEGIC TR | 26 | Q3 2023 | 3.5% |
View OneDigital Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-23 |
| 13F-HR | 2021-11-05 |
View OneDigital Investment Advisors 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.