$1.2 Billion is the total value of FLAGSHIP HARBOR ADVISORS, LLC's 614 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 14.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $54,581,793 | -8.9% | 920,746 | -6.2% | 4.54% | -8.2% |
SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $50,308,166 | +2.2% | 1,219,297 | +7.0% | 4.18% | +2.9% |
AAPL | Buy | APPLE INC | $38,265,406 | -8.5% | 223,500 | +3.7% | 3.18% | -7.8% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $36,754,513 | -3.1% | 173,036 | +0.5% | 3.06% | -2.4% |
Buy | WISDOMTREE TRfloatng rat trea | $32,354,011 | +455.2% | 642,965 | +455.2% | 2.69% | +459.5% | |
SPTL | Buy | SPDR SER TRportfolio ln tsr | $28,020,421 | +3584.2% | 1,071,525 | +4112.5% | 2.33% | +3598.4% |
AMZN | Sell | AMAZON COM INC | $22,628,443 | -2.7% | 178,009 | -0.2% | 1.88% | -2.0% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $20,575,302 | +211.6% | 57,430 | +221.3% | 1.71% | +213.9% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $17,818,054 | +11.6% | 197,125 | +0.3% | 1.48% | +12.4% |
MSFT | Sell | MICROSOFT CORP | $17,678,360 | -8.0% | 55,988 | -0.8% | 1.47% | -7.4% |
NVDA | Buy | NVIDIA CORPORATION | $16,553,784 | +4.3% | 38,056 | +1.4% | 1.38% | +5.0% |
XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $15,219,447 | +1054.7% | 446,711 | +1177.3% | 1.27% | +1061.5% |
BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $15,199,073 | +551.5% | 165,531 | +551.5% | 1.26% | +554.9% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $15,007,811 | -2.9% | 96,588 | +1.5% | 1.25% | -2.3% |
XME | New | SPDR SER TRs&p metals mng | $14,345,861 | – | 273,250 | +100.0% | 1.19% | – |
PBJ | New | INVESCO EXCHANGE TRADED FD Tfood & beverage | $14,094,416 | – | 332,730 | +100.0% | 1.17% | – |
TSLA | Buy | TESLA INC | $13,745,641 | -4.2% | 54,934 | +0.3% | 1.14% | -3.5% |
SPTI | Sell | SPDR SER TRportfli intrmdit | $12,650,802 | -3.9% | 459,528 | -1.2% | 1.05% | -3.2% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $12,349,821 | -5.6% | 65,319 | -0.7% | 1.03% | -4.9% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $10,799,077 | +14.8% | 214,864 | +19.0% | 0.90% | +15.6% |
GOOG | Sell | ALPHABET INCcap stk cl c | $10,053,903 | +8.1% | 76,252 | -0.9% | 0.84% | +8.9% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $9,593,401 | -7.6% | 22,442 | -4.2% | 0.80% | -7.0% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $9,457,864 | -8.1% | 34,732 | -4.5% | 0.79% | -7.4% |
V | Buy | VISA INC | $8,837,069 | -2.4% | 38,420 | +0.7% | 0.74% | -1.7% |
AGG | Buy | ISHARES TRcore us aggbd et | $8,786,814 | +2.6% | 93,437 | +6.9% | 0.73% | +3.4% |
SPSM | Sell | SPDR SER TRportfolio s&p600 | $8,390,675 | -10.3% | 227,388 | -5.6% | 0.70% | -9.7% |
VOO | Sell | VANGUARD INDEX FDS | $8,078,943 | -3.8% | 20,573 | -0.2% | 0.67% | -3.0% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $7,538,223 | -9.9% | 72,960 | -7.5% | 0.63% | -9.3% |
DGRW | Buy | WISDOMTREE TRus qtly div grt | $7,477,160 | +3.2% | 117,769 | +8.4% | 0.62% | +4.0% |
CCOR | Buy | LISTED FD TRcore alt fd | $7,022,658 | +5.2% | 254,444 | +6.4% | 0.58% | +5.8% |
SPMB | Buy | SPDR SER TRport mtg bk etf | $6,957,844 | -2.9% | 334,512 | +2.3% | 0.58% | -2.2% |
SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $6,954,794 | -2.4% | 138,985 | -1.6% | 0.58% | -1.9% |
SPIB | Buy | SPDR SER TRportfolio intrmd | $6,854,462 | -0.8% | 217,947 | +1.3% | 0.57% | -0.2% |
SPGM | New | SPDR INDEX SHS FDSportfli msci gbl | $6,623,657 | – | 131,188 | +100.0% | 0.55% | – |
SPAB | Buy | SPDR SER TRportfolio agrgte | $6,517,793 | +2.3% | 267,781 | +6.6% | 0.54% | +3.0% |
JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $6,427,741 | -76.6% | 128,094 | -76.6% | 0.54% | -76.4% |
QGRO | Buy | AMERICAN CENTY ETF TRus quality grow | $6,296,310 | +0.2% | 93,431 | +2.7% | 0.52% | +1.0% |
SDY | Buy | SPDR SER TRs&p divid etf | $6,176,868 | -5.9% | 53,707 | +0.3% | 0.51% | -5.2% |
JPM | Sell | JPMORGAN CHASE & CO | $6,181,014 | -2.8% | 42,622 | -2.5% | 0.51% | -2.1% |
IJR | Sell | ISHARES TRcore s&p scp etf | $6,090,286 | -6.7% | 64,564 | -1.5% | 0.51% | -5.9% |
SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $6,064,417 | -44.1% | 195,565 | -41.3% | 0.50% | -43.8% |
PHT | Sell | PIONEER HIGH INCOME FUND INC | $5,990,916 | -22.8% | 892,833 | -22.7% | 0.50% | -22.3% |
FSK | Sell | FS KKR CAP CORP | $5,949,556 | -2.6% | 302,161 | -5.1% | 0.50% | -1.8% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $5,932,409 | +11.9% | 45,334 | +2.4% | 0.49% | +12.6% |
COWZ | Sell | PACER FDS TRus cash cows 100 | $5,891,305 | -3.5% | 119,185 | -6.6% | 0.49% | -2.8% |
GLD | Buy | SPDR GOLD TR | $5,618,108 | -0.5% | 32,768 | +3.5% | 0.47% | +0.2% |
FB | Sell | META PLATFORMS INCcl a | $5,461,406 | +2.8% | 18,192 | -1.8% | 0.45% | +3.4% |
PULS | Buy | PGIM ETF TRpgim ultra sh bd | $5,417,749 | +49.0% | 109,472 | +48.7% | 0.45% | +50.3% |
HD | Sell | HOME DEPOT INC | $5,345,224 | -11.9% | 17,690 | -9.4% | 0.44% | -11.2% |
IGR | Buy | CBRE GBL REAL ESTATE INC FD | $5,146,422 | -9.2% | 1,143,628 | +5.5% | 0.43% | -8.5% |
SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $5,030,318 | -15.3% | 85,564 | -9.5% | 0.42% | -14.9% |
QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $4,950,278 | +23.0% | 33,582 | +26.8% | 0.41% | +24.1% |
JNJ | Sell | JOHNSON & JOHNSON | $4,888,873 | -7.6% | 31,389 | -1.8% | 0.41% | -6.9% |
SPTM | Sell | SPDR SER TRportfoli s&p1500 | $4,836,175 | -3.8% | 92,135 | -0.2% | 0.40% | -3.1% |
PG | Buy | PROCTER AND GAMBLE CO | $4,781,328 | -2.7% | 32,780 | +1.3% | 0.40% | -2.0% |
SPMD | Buy | SPDR SER TRportfolio s&p400 | $4,762,273 | +7.1% | 108,752 | +12.2% | 0.40% | +7.9% |
ABBV | Sell | ABBVIE INC | $4,695,786 | +6.2% | 31,503 | -4.0% | 0.39% | +7.1% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,703,675 | +2.7% | 13,428 | -0.1% | 0.39% | +3.4% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $4,658,645 | +52.6% | 65,837 | +56.6% | 0.39% | +53.6% |
XOM | Buy | EXXON MOBIL CORP | $4,523,929 | +12.7% | 38,475 | +2.8% | 0.38% | +13.3% |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $4,482,317 | +0.1% | 83,750 | +4.9% | 0.37% | +0.8% |
SMOG | Sell | VANECK ETF TRUSTlow carbn energy | $4,482,676 | -15.6% | 42,784 | -1.6% | 0.37% | -15.0% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $4,332,033 | -77.6% | 26,426 | -76.2% | 0.36% | -77.4% |
QQQX | Buy | NUVEEN NASDAQ 100 DYNAMIC OV | $4,321,757 | +747.7% | 192,334 | +840.5% | 0.36% | +754.8% |
CVX | Buy | CHEVRON CORP NEW | $4,254,050 | +10.4% | 25,229 | +3.0% | 0.35% | +11.3% |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $4,199,325 | -6.7% | 32,619 | -3.8% | 0.35% | -6.2% |
MRK | Buy | MERCK & CO INC | $4,161,352 | -9.9% | 40,421 | +1.0% | 0.35% | -9.4% |
ETW | Sell | EATON VANCE TAX-MANAGED GLOB | $4,027,468 | -24.0% | 527,155 | -18.2% | 0.34% | -23.5% |
ADBE | Sell | ADOBE INC | $3,991,711 | +2.3% | 7,828 | -1.9% | 0.33% | +3.1% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $3,976,819 | +14.0% | 118,462 | +16.8% | 0.33% | +14.9% |
FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $3,896,035 | -65.9% | 65,568 | -66.0% | 0.32% | -65.7% |
IEF | Buy | ISHARES TR7-10 yr trsy bd | $3,870,347 | +0.3% | 42,257 | +5.8% | 0.32% | +0.9% |
AVGO | Buy | BROADCOM INC | $3,763,284 | -1.8% | 4,531 | +2.6% | 0.31% | -1.3% |
SPBO | Buy | SPDR SER TRportfolio crport | $3,673,913 | +0.3% | 133,209 | +5.0% | 0.31% | +1.0% |
VV | Buy | VANGUARD INDEX FDSlarge cap etf | $3,660,733 | +0.6% | 18,707 | +4.2% | 0.30% | +1.0% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $3,566,049 | -2.4% | 25,854 | +0.5% | 0.30% | -1.7% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,557,296 | +3.8% | 47,336 | +4.5% | 0.30% | +4.6% |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $3,548,675 | -3.5% | 50,855 | +0.5% | 0.30% | -3.0% |
USMV | Sell | ISHARES TRmsci usa min vol | $3,509,063 | -3.0% | 48,481 | -0.3% | 0.29% | -2.3% |
COST | Sell | COSTCO WHSL CORP NEW | $3,496,391 | -0.6% | 6,189 | -5.3% | 0.29% | 0.0% |
GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $3,396,261 | -2.2% | 76,098 | +1.9% | 0.28% | -1.7% |
UNH | Buy | UNITEDHEALTH GROUP INC | $3,378,093 | +6.8% | 6,700 | +1.8% | 0.28% | +7.7% |
FBND | Sell | FIDELITY MERRIMACK STR TRtotal bd etf | $3,355,179 | -6.9% | 77,024 | -2.9% | 0.28% | -6.4% |
NFLX | Sell | NETFLIX INC | $3,287,607 | -15.1% | 8,707 | -1.0% | 0.27% | -14.7% |
IVV | Buy | ISHARES TRcore s&p500 etf | $3,271,183 | -2.7% | 7,618 | +1.0% | 0.27% | -2.2% |
OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $3,172,492 | -1.3% | 69,208 | +5.5% | 0.26% | -0.4% |
WMT | Buy | WALMART INC | $3,165,607 | +10.4% | 19,794 | +8.5% | 0.26% | +11.0% |
CEF | Buy | SPROTT PHYSICAL GOLD & SILVEtr unit | $3,072,201 | -1.0% | 177,379 | +3.0% | 0.26% | 0.0% |
QUS | Sell | SPDR SER TRmsci usa strtgic | $3,073,386 | -20.5% | 25,467 | -18.9% | 0.26% | -19.7% |
RMT | Sell | ROYCE MICRO-CAP TR INC | $3,045,683 | -6.4% | 367,836 | -1.1% | 0.25% | -5.9% |
GIGB | Buy | GOLDMAN SACHS ETF TRaccess invt gr | $3,015,617 | -3.8% | 69,790 | +0.8% | 0.25% | -3.1% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,985,044 | -4.5% | 5,897 | -1.6% | 0.25% | -3.9% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,987,845 | -4.5% | 14,348 | +1.0% | 0.25% | -3.9% |
BIF | Sell | SRH TOTAL RETURN FUND INC | $2,953,002 | -8.3% | 227,503 | -6.2% | 0.25% | -7.5% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,944,459 | -7.5% | 56,766 | -2.9% | 0.24% | -6.8% |
XLI | Buy | SELECT SECTOR SPDR TRindl | $2,926,179 | -0.5% | 28,863 | +5.3% | 0.24% | 0.0% |
HQL | Buy | TEKLA LIFE SCIENCES INVSsh ben int | $2,886,285 | -7.8% | 231,458 | +0.1% | 0.24% | -7.3% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $2,862,063 | -3.9% | 86,284 | -2.3% | 0.24% | -3.3% |
LLY | Sell | ELI LILLY & CO | $2,826,758 | +14.2% | 5,263 | -0.2% | 0.24% | +15.2% |
BX | Buy | BLACKSTONE INC | $2,814,490 | +18.5% | 26,269 | +2.8% | 0.23% | +19.4% |
Buy | SIMPLIFY EXCHANGE TRADED FUNhedged equity | $2,793,155 | -1.5% | 114,625 | +0.3% | 0.23% | -0.9% | |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $2,777,815 | -6.3% | 36,715 | +3.4% | 0.23% | -5.7% |
SHOP | Buy | SHOPIFY INCcl a | $2,704,504 | -13.8% | 49,560 | +2.1% | 0.22% | -13.1% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $2,672,974 | -1.9% | 6,752 | -2.5% | 0.22% | -1.3% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,613,223 | -2.7% | 66,647 | +1.0% | 0.22% | -2.3% |
EELV | Buy | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $2,591,983 | -1.5% | 115,196 | +3.0% | 0.22% | -0.5% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $2,577,914 | -1.6% | 50,657 | -1.7% | 0.21% | -0.9% |
CVS | Sell | CVS HEALTH CORP | $2,447,426 | -3.9% | 35,053 | -4.9% | 0.20% | -2.9% |
VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $2,379,566 | +2.7% | 50,329 | +3.0% | 0.20% | +3.7% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $2,330,469 | +2.9% | 39,547 | +14.2% | 0.19% | +3.7% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $2,306,986 | -13.8% | 71,181 | -1.1% | 0.19% | -13.1% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,305,565 | +3.1% | 26,037 | +9.8% | 0.19% | +3.8% |
JHMD | Buy | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $2,295,360 | +0.0% | 76,742 | +4.0% | 0.19% | +0.5% |
PEP | Buy | PEPSICO INC | $2,280,005 | -3.1% | 13,456 | +6.0% | 0.19% | -2.1% |
DGRO | Buy | ISHARES TRcore div grwth | $2,274,554 | -0.7% | 45,923 | +3.3% | 0.19% | 0.0% |
DIS | Sell | DISNEY WALT CO | $2,255,508 | -15.0% | 27,828 | -6.3% | 0.19% | -14.2% |
DWM | Buy | WISDOMTREE TRintl equity fd | $2,248,515 | +44.8% | 46,505 | +49.8% | 0.19% | +46.1% |
SPGP | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $2,217,111 | -29.7% | 24,300 | -30.1% | 0.18% | -29.5% |
DHR | Sell | DANAHER CORPORATION | $2,168,990 | +2.9% | 8,742 | -0.5% | 0.18% | +3.4% |
VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $2,142,215 | +0.4% | 14,407 | +5.2% | 0.18% | +1.1% |
PKW | Sell | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $2,137,473 | -6.3% | 23,758 | -6.8% | 0.18% | -5.3% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $2,133,736 | +2.6% | 20,752 | +13.7% | 0.18% | +2.9% |
CRM | Sell | SALESFORCE INC | $2,093,228 | -4.9% | 10,323 | -0.9% | 0.17% | -4.4% |
Buy | AB ACTIVE ETFS INCultra short incm | $2,085,760 | +3.5% | 41,549 | +3.4% | 0.17% | +4.2% | |
CALF | Sell | PACER FDS TRpacer us small | $2,071,360 | -3.1% | 49,673 | -5.5% | 0.17% | -2.8% |
QUAL | Buy | ISHARES TRmsci usa qlt fct | $2,008,543 | -1.8% | 15,240 | +0.5% | 0.17% | -1.2% |
EMF | Buy | TEMPLETON EMERGING MKTS FD | $1,950,002 | +758.2% | 172,414 | +798.4% | 0.16% | +752.6% |
FTNT | Sell | FORTINET INC | $1,937,438 | -22.9% | 33,017 | -0.7% | 0.16% | -22.6% |
RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $1,921,852 | -2.8% | 41,825 | -0.4% | 0.16% | -1.8% |
VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,902,623 | -16.0% | 25,041 | -12.6% | 0.16% | -15.5% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $1,839,932 | +2.7% | 67,224 | -1.1% | 0.15% | +3.4% |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,827,990 | -0.3% | 19,618 | +3.7% | 0.15% | +0.7% |
ES | Sell | EVERSOURCE ENERGY | $1,812,123 | -21.3% | 31,163 | -4.0% | 0.15% | -20.5% |
KO | Buy | COCA COLA CO | $1,820,305 | -2.4% | 32,517 | +5.0% | 0.15% | -1.9% |
NEE | Buy | NEXTERA ENERGY INC | $1,816,136 | -16.0% | 31,701 | +8.8% | 0.15% | -15.6% |
LOW | Sell | LOWES COS INC | $1,811,690 | -8.1% | 8,717 | -0.3% | 0.15% | -7.4% |
SPHY | Buy | SPDR SER TRportfli high yld | $1,811,636 | +3.4% | 80,804 | +5.4% | 0.15% | +4.1% |
FEZ | Buy | SPDR INDEX SHS FDSeuro stoxx 50 | $1,791,988 | +5.3% | 42,657 | +15.2% | 0.15% | +5.7% |
ETO | New | EATON VANCE TAX-ADVANTAGED G | $1,789,011 | – | 83,794 | +100.0% | 0.15% | – |
TTD | Buy | THE TRADE DESK INC | $1,756,427 | +3.0% | 22,475 | +1.8% | 0.15% | +3.5% |
MCD | Buy | MCDONALDS CORP | $1,719,408 | -3.4% | 6,527 | +9.4% | 0.14% | -2.7% |
VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,707,536 | -4.3% | 39,056 | +1.1% | 0.14% | -3.4% |
PFE | Sell | PFIZER INC | $1,702,291 | -9.8% | 51,320 | -0.2% | 0.14% | -9.0% |
IWF | Buy | ISHARES TRrus 1000 grw etf | $1,681,766 | +50.3% | 6,323 | +55.5% | 0.14% | +52.2% |
MBB | Buy | ISHARES TRmbs etf | $1,679,932 | -2.3% | 18,918 | +2.6% | 0.14% | -1.4% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,675,556 | -13.9% | 28,869 | -5.1% | 0.14% | -13.7% |
IQDG | Sell | WISDOMTREE TRintl qulty div | $1,664,563 | -32.3% | 51,985 | -27.3% | 0.14% | -32.0% |
HON | Buy | HONEYWELL INTL INC | $1,661,574 | -9.4% | 8,994 | +1.8% | 0.14% | -8.6% |
BILS | Buy | SPDR SER TRbloomberg 3-12 m | $1,655,218 | +5.3% | 16,647 | +5.3% | 0.14% | +6.2% |
CMCSA | Sell | COMCAST CORP NEWcl a | $1,654,718 | +2.6% | 37,319 | -3.8% | 0.14% | +3.8% |
IDXX | Buy | IDEXX LABS INC | $1,651,133 | -7.5% | 3,776 | +6.2% | 0.14% | -6.8% |
KMF | Buy | KAYNE ANDERSON NEXTGEN ENRGY | $1,608,592 | +219.3% | 225,926 | +218.4% | 0.13% | +219.0% |
RTX | Buy | RTX CORPORATION | $1,578,850 | -14.1% | 21,938 | +17.0% | 0.13% | -13.8% |
WM | Sell | WASTE MGMT INC DEL | $1,574,626 | -13.9% | 10,330 | -2.1% | 0.13% | -13.2% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,563,013 | -22.2% | 3,767 | -17.1% | 0.13% | -21.7% |
PPA | Buy | INVESCO EXCHANGE TRADED FD Taerospace defn | $1,535,638 | -2.1% | 19,244 | +3.6% | 0.13% | -1.5% |
EFIV | Sell | SPDR SER TRs&p 500 esg etf | $1,521,141 | -25.3% | 36,661 | -22.5% | 0.13% | -24.4% |
DEF | Buy | INVESCO EXCH TRD SLF IDX FDbloomberg pricin | $1,527,197 | +17.2% | 23,308 | +23.8% | 0.13% | +17.6% |
PHDG | Buy | INVESCO ACTIVELY MANAGED ETFs&p500 downsid | $1,519,022 | +4.2% | 48,754 | +11.5% | 0.13% | +5.0% |
IQLT | Buy | ISHARES TRmsci intl qualty | $1,473,526 | +2.4% | 43,842 | +8.5% | 0.12% | +3.4% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,468,002 | +10.7% | 43,227 | +16.2% | 0.12% | +10.9% |
MUB | Sell | ISHARES TRnational mun etf | $1,465,335 | -9.7% | 14,290 | -6.0% | 0.12% | -9.0% |
CSCO | Sell | CISCO SYS INC | $1,449,855 | +2.9% | 26,969 | -0.9% | 0.12% | +4.3% |
EZM | WISDOMTREE TRus midcap fund | $1,447,666 | -4.2% | 28,531 | 0.0% | 0.12% | -4.0% | |
PYPL | Sell | PAYPAL HLDGS INC | $1,440,169 | -26.3% | 24,635 | -15.9% | 0.12% | -25.5% |
DVY | Buy | ISHARES TRselect divid etf | $1,441,733 | +7.7% | 13,394 | +13.4% | 0.12% | +8.1% |
BA | Sell | BOEING CO | $1,444,552 | -11.4% | 7,536 | -2.4% | 0.12% | -11.1% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $1,442,478 | -5.4% | 5,785 | -0.8% | 0.12% | -4.8% |
T | Sell | AT&T INC | $1,428,114 | -14.7% | 95,081 | -9.5% | 0.12% | -13.8% |
New | J P MORGAN EXCHANGE TRADED Factive growth | $1,435,367 | – | 26,635 | +100.0% | 0.12% | – | |
SPTS | Sell | SPDR SER TRportfolio sh tsr | $1,425,848 | -25.1% | 49,647 | -25.0% | 0.12% | -24.2% |
TJX | Sell | TJX COS INC NEW | $1,418,799 | +4.1% | 15,963 | -0.7% | 0.12% | +4.4% |
AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $1,405,766 | +37.7% | 18,034 | +37.1% | 0.12% | +39.3% |
PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $1,403,692 | +6.9% | 128,189 | +11.0% | 0.12% | +8.3% |
ABT | Sell | ABBOTT LABS | $1,371,779 | -15.9% | 14,164 | -5.3% | 0.11% | -15.6% |
BAC | Sell | BANK AMERICA CORP | $1,357,223 | -6.5% | 49,570 | -2.1% | 0.11% | -5.8% |
IUSV | Buy | ISHARES TRcore s&p us vlu | $1,333,897 | +3.5% | 17,876 | +8.6% | 0.11% | +4.7% |
COP | Sell | CONOCOPHILLIPS | $1,322,954 | +2.7% | 11,043 | -11.2% | 0.11% | +3.8% |
VLO | Sell | VALERO ENERGY CORP | $1,305,727 | +2.9% | 9,214 | -14.8% | 0.11% | +3.8% |
HDV | Sell | ISHARES TRcore high dv etf | $1,275,775 | -2.3% | 12,901 | -0.4% | 0.11% | -1.9% |
IEFA | Buy | ISHARES TRcore msci eafe | $1,259,805 | -4.6% | 19,577 | +0.0% | 0.10% | -3.7% |
PANW | Buy | PALO ALTO NETWORKS INC | $1,261,767 | -7.7% | 5,382 | +0.6% | 0.10% | -7.1% |
RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $1,264,800 | -3.0% | 41,950 | +390.9% | 0.10% | -2.8% |
MO | Sell | ALTRIA GROUP INC | $1,250,229 | -7.9% | 29,732 | -0.8% | 0.10% | -7.1% |
ORCL | Buy | ORACLE CORP | $1,230,522 | +15.9% | 11,617 | +30.4% | 0.10% | +15.9% |
FICO | Sell | FAIR ISAAC CORP | $1,221,447 | +1.7% | 1,406 | -5.3% | 0.10% | +3.0% |
SPGI | Buy | S&P GLOBAL INC | $1,218,151 | -7.5% | 3,334 | +1.5% | 0.10% | -7.3% |
LMT | Buy | LOCKHEED MARTIN CORP | $1,209,190 | -8.9% | 2,957 | +2.6% | 0.10% | -8.2% |
NKE | Sell | NIKE INCcl b | $1,192,187 | -17.2% | 12,468 | -4.4% | 0.10% | -16.8% |
VONE | Buy | VANGUARD SCOTTSDALE FDSvng rus1000idx | $1,173,800 | -1.4% | 6,030 | +2.1% | 0.10% | 0.0% |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $1,167,181 | -22.8% | 15,527 | -22.4% | 0.10% | -22.4% |
DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,146,072 | +0.9% | 3,422 | +3.6% | 0.10% | +1.1% |
Sell | GENERAL ELECTRIC CO | $1,146,414 | -1.6% | 10,370 | -2.2% | 0.10% | -1.0% | |
EEM | Sell | ISHARES TRmsci emg mkt etf | $1,134,796 | -6.6% | 29,902 | -2.6% | 0.09% | -6.0% |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $1,128,646 | -1.3% | 11,271 | -1.7% | 0.09% | 0.0% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $1,119,078 | -2.8% | 29,930 | +4.2% | 0.09% | -2.1% |
HYMB | Buy | SPDR SER TRnuveen bloomberg | $1,119,291 | -1.6% | 46,990 | +3.4% | 0.09% | -1.1% |
BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $1,118,137 | +15.2% | 35,598 | +21.7% | 0.09% | +16.2% |
AMAT | Sell | APPLIED MATLS INC | $1,123,206 | -5.3% | 8,113 | -1.1% | 0.09% | -5.1% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,115,653 | -3.5% | 7,952 | -7.9% | 0.09% | -2.1% |
ABNB | Buy | AIRBNB INC | $1,096,584 | +18.1% | 7,992 | +10.3% | 0.09% | +18.2% |
VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $1,077,962 | -2.2% | 15,750 | +1.1% | 0.09% | -1.1% |
INTC | Buy | INTEL CORP | $1,072,319 | +15.4% | 30,164 | +8.5% | 0.09% | +15.6% |
VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $1,068,087 | -7.2% | 22,206 | -3.1% | 0.09% | -6.3% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $1,074,404 | -0.9% | 15,875 | +4.0% | 0.09% | -1.1% |
BSX | Buy | BOSTON SCIENTIFIC CORP | $1,052,940 | -2.2% | 19,942 | +0.2% | 0.09% | -1.1% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,062,954 | +2.6% | 2 | 0.0% | 0.09% | +2.3% | |
CAT | Sell | CATERPILLAR INC | $1,043,540 | -3.6% | 3,822 | -13.1% | 0.09% | -2.2% |
TXN | Buy | TEXAS INSTRS INC | $1,042,401 | -10.0% | 6,556 | +1.9% | 0.09% | -9.4% |
AMT | Buy | AMERICAN TOWER CORP NEW | $1,047,664 | -15.1% | 6,371 | +0.1% | 0.09% | -14.7% |
TLT | New | ISHARES TR20 yr tr bd etf | $1,042,383 | – | 11,753 | +100.0% | 0.09% | – |
ACN | Sell | ACCENTURE PLC IRELAND | $1,025,939 | -3.8% | 3,341 | -3.4% | 0.08% | -3.4% |
NVO | Buy | NOVO-NORDISK A Sadr | $1,025,528 | +30.1% | 11,277 | +131.6% | 0.08% | +30.8% |
GRID | Buy | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $1,008,710 | -6.1% | 10,743 | +5.1% | 0.08% | -5.6% |
SJM | Buy | SMUCKER J M CO | $1,013,812 | -16.5% | 8,248 | +0.3% | 0.08% | -16.0% |
BKNG | Buy | BOOKING HOLDINGS INC | $996,126 | +19.8% | 323 | +4.9% | 0.08% | +20.3% |
APD | Sell | AIR PRODS & CHEMS INC | $999,133 | -5.6% | 3,526 | -0.3% | 0.08% | -4.6% |
PSI | Buy | INVESCO EXCHANGE TRADED FD Tsemiconductors | $1,001,767 | -7.2% | 23,406 | +196.7% | 0.08% | -6.7% |
SPSB | Sell | SPDR SER TRportfolio short | $951,635 | -9.7% | 32,457 | -9.3% | 0.08% | -9.2% |
ADI | Buy | ANALOG DEVICES INC | $936,159 | -9.6% | 5,347 | +0.5% | 0.08% | -9.3% |
QCOM | Sell | QUALCOMM INC | $929,357 | -7.4% | 8,368 | -0.8% | 0.08% | -7.2% |
CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $912,275 | -10.2% | 20,081 | -10.3% | 0.08% | -9.5% |
PAVE | Buy | GLOBAL X FDSus infr dev etf | $915,151 | -3.1% | 30,123 | +0.2% | 0.08% | -2.6% |
IOO | Sell | ISHARES TRglobal 100 etf | $917,277 | -7.6% | 12,524 | -4.0% | 0.08% | -7.3% |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $917,010 | -65.2% | 26,148 | -63.2% | 0.08% | -65.1% |
JNK | Sell | SPDR SER TRbloomberg high y | $914,667 | -5.1% | 10,118 | -3.4% | 0.08% | -5.0% |
NDAQ | Buy | NASDAQ INC | $884,098 | +2.7% | 18,195 | +5.3% | 0.07% | +4.2% |
CI | Sell | THE CIGNA GROUP | $893,279 | -11.8% | 3,123 | -13.5% | 0.07% | -11.9% |
SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $889,933 | -0.7% | 6,138 | +4.3% | 0.07% | 0.0% |
PSX | Sell | PHILLIPS 66 | $878,257 | +22.0% | 7,310 | -3.2% | 0.07% | +23.7% |
HUBS | Sell | HUBSPOT INC | $852,524 | -8.2% | 1,731 | -0.8% | 0.07% | -7.8% |
JHSC | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactr sml | $855,053 | -3.6% | 26,579 | +0.3% | 0.07% | -2.7% |
QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $831,778 | -81.6% | 49,598 | -80.6% | 0.07% | -81.6% |
TIP | Sell | ISHARES TRtips bd etf | $824,876 | -70.6% | 7,953 | -69.5% | 0.07% | -70.3% |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $815,372 | +5.7% | 11,850 | +14.0% | 0.07% | +6.2% |
EMR | Buy | EMERSON ELEC CO | $820,069 | +10.0% | 8,492 | +3.0% | 0.07% | +9.7% |
ISRG | Buy | INTUITIVE SURGICAL INC | $813,392 | -10.9% | 2,783 | +4.2% | 0.07% | -9.3% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $821,234 | -15.8% | 4,216 | -11.1% | 0.07% | -16.0% |
ATVI | Buy | ACTIVISION BLIZZARD INC | $802,912 | +18.9% | 8,575 | +7.0% | 0.07% | +19.6% |
FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $804,976 | +0.0% | 24,072 | +1.7% | 0.07% | +1.5% |
CL | Buy | COLGATE PALMOLIVE CO | $805,312 | -6.0% | 11,325 | +1.9% | 0.07% | -5.6% |
BHP | Sell | BHP GROUP LTDsponsored ads | $798,298 | -5.5% | 14,035 | -0.9% | 0.07% | -5.7% |
AXP | Sell | AMERICAN EXPRESS CO | $792,125 | -19.5% | 5,310 | -6.0% | 0.07% | -18.5% |
NOW | Sell | SERVICENOW INC | $786,476 | -2.6% | 1,407 | -2.1% | 0.06% | -3.0% |
DBA | Buy | INVESCO DB MULTI-SECTOR COMMagriculture fd | $767,037 | +58.7% | 35,826 | +56.2% | 0.06% | +60.0% |
EBND | Sell | SPDR SER TRbloomberg emergi | $745,982 | -8.7% | 37,619 | -2.6% | 0.06% | -8.8% |
FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $743,236 | -12.6% | 7,650 | -2.6% | 0.06% | -11.4% |
CLTL | Buy | INVESCO EXCH TRADED FD TR IIshort term treas | $735,442 | +0.7% | 6,971 | +0.7% | 0.06% | +1.7% |
IUSG | Sell | ISHARES TRcore s&p us gwt | $732,154 | -7.8% | 7,721 | -5.1% | 0.06% | -7.6% |
UCON | Buy | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $720,781 | +3.7% | 30,158 | +4.9% | 0.06% | +5.3% |
BLK | Sell | BLACKROCK INC | $716,940 | -7.7% | 1,109 | -1.3% | 0.06% | -6.2% |
Buy | SHELL PLCspon ads | $723,837 | +7.0% | 11,243 | +0.3% | 0.06% | +7.1% | |
SQ | Sell | BLOCK INCcl a | $724,587 | -35.3% | 16,371 | -2.7% | 0.06% | -35.5% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $726,845 | -5.2% | 5,550 | +0.1% | 0.06% | -4.8% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $718,089 | -95.0% | 4,461 | -94.7% | 0.06% | -94.9% |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $704,180 | +20.5% | 4,207 | +5.7% | 0.06% | +22.9% |
EW | Buy | EDWARDS LIFESCIENCES CORP | $711,228 | -19.4% | 10,266 | +9.7% | 0.06% | -19.2% |
AOM | Sell | ISHARES TRmodert alloc etf | $713,595 | -6.1% | 18,330 | -2.5% | 0.06% | -6.3% |
MHD | Sell | BLACKROCK MUNIHOLDINGS FD IN | $693,636 | -28.4% | 67,278 | -19.2% | 0.06% | -27.5% |
SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $694,240 | -0.9% | 16,557 | -1.1% | 0.06% | 0.0% |
ESGU | Buy | ISHARES TResg awr msci usa | $670,692 | -1.7% | 7,142 | +2.0% | 0.06% | 0.0% |
PWB | Buy | INVESCO EXCHANGE TRADED FD Tlarge cap growth | $674,995 | -3.9% | 9,957 | +0.1% | 0.06% | -3.4% |
Sell | ALPS ETF TRoshares us qualt | $670,201 | -7.9% | 15,984 | -3.4% | 0.06% | -6.7% | |
MDT | Sell | MEDTRONIC PLC | $675,240 | -15.6% | 8,617 | -5.1% | 0.06% | -15.2% |
MPC | Buy | MARATHON PETE CORP | $660,026 | +39.5% | 4,361 | +7.5% | 0.06% | +41.0% |
EFA | Buy | ISHARES TRmsci eafe etf | $665,303 | -3.7% | 9,653 | +1.3% | 0.06% | -3.5% |
IEMG | Buy | ISHARES INCcore msci emkt | $656,245 | -1.1% | 13,790 | +2.5% | 0.06% | 0.0% |
KMB | Sell | KIMBERLY-CLARK CORP | $662,197 | -13.1% | 5,479 | -0.8% | 0.06% | -12.7% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $664,085 | +203.9% | 7,656 | +192.0% | 0.06% | +205.6% |
XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $660,564 | +4.5% | 8,409 | +10.2% | 0.06% | +5.8% |
AWK | Sell | AMERICAN WTR WKS CO INC NEW | $644,379 | -17.6% | 5,204 | -5.0% | 0.05% | -16.9% |
MELI | Sell | MERCADOLIBRE INC | $645,505 | +3.4% | 509 | -3.4% | 0.05% | +3.8% |
EES | Sell | WISDOMTREE TRus smallcap fund | $631,440 | -6.5% | 14,593 | -3.2% | 0.05% | -5.4% |
URI | Sell | UNITED RENTALS INC | $638,004 | -1.5% | 1,435 | -1.4% | 0.05% | -1.9% |
CSX | Sell | CSX CORP | $632,259 | -12.3% | 20,561 | -2.7% | 0.05% | -11.7% |
SLV | Sell | ISHARES SILVER TRishares | $635,745 | -12.7% | 31,256 | -10.3% | 0.05% | -11.7% |
PJP | Buy | INVESCO EXCHANGE TRADED FD Tpharmaceuticals | $626,227 | -4.3% | 8,654 | +0.0% | 0.05% | -3.7% |
F | Sell | FORD MTR CO DEL | $623,015 | -27.2% | 50,162 | -11.3% | 0.05% | -26.8% |
SYK | Buy | STRYKER CORPORATION | $620,506 | -8.2% | 2,271 | +2.5% | 0.05% | -7.1% |
ITOT | ISHARES TRcore s&p ttl stk | $613,578 | -3.7% | 6,514 | 0.0% | 0.05% | -3.8% | |
AEP | Sell | AMERICAN ELEC PWR CO INC | $610,457 | -13.1% | 8,116 | -2.7% | 0.05% | -12.1% |
COPX | Sell | GLOBAL X FDSglobal x copper | $618,666 | -4.4% | 16,991 | -1.2% | 0.05% | -3.8% |
IMFL | Buy | INVESCO EXCH TRD SLF IDX FDintl dev dynamic | $604,995 | -3.2% | 25,958 | +0.0% | 0.05% | -3.8% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $605,849 | +9.2% | 2,518 | -0.3% | 0.05% | +8.7% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $604,142 | -2.9% | 8,830 | +0.0% | 0.05% | -2.0% |
LGLV | Sell | SPDR SER TRssga us lrg etf | $594,521 | -29.7% | 4,452 | -26.0% | 0.05% | -30.0% |
MNST | Buy | MONSTER BEVERAGE CORP NEW | $586,528 | -7.2% | 11,077 | +0.7% | 0.05% | -5.8% |
VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $594,097 | +12.2% | 62,668 | +11.8% | 0.05% | +11.4% |
FIW | Sell | FIRST TR EXCHANGE TRADED FDwtr etf | $584,065 | -57.8% | 7,058 | -54.9% | 0.05% | -57.0% |
BBIN | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders i | $584,997 | -5.1% | 11,228 | -0.1% | 0.05% | -3.9% |
MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $589,437 | +60.8% | 7,772 | +69.2% | 0.05% | +63.3% |
FAST | Sell | FASTENAL CO | $572,309 | -9.8% | 10,474 | -2.6% | 0.05% | -7.7% |
SLYV | Buy | SPDR SER TRs&p 600 smcp val | $571,867 | +0.2% | 7,902 | +6.9% | 0.05% | +2.1% |
HYD | Sell | VANECK ETF TRUSThigh yld munietf | $573,773 | -39.2% | 11,693 | -36.4% | 0.05% | -38.5% |
C | Sell | CITIGROUP INC | $574,785 | -17.0% | 13,975 | -7.0% | 0.05% | -15.8% |
VHT | Buy | VANGUARD WORLD FDShealth car etf | $576,817 | +11.9% | 2,453 | +16.5% | 0.05% | +11.6% |
INTU | Sell | INTUIT | $575,608 | +11.1% | 1,127 | -0.3% | 0.05% | +11.6% |
XPO | Sell | XPO INC | $567,042 | +24.9% | 7,595 | -1.3% | 0.05% | +23.7% |
AOK | Sell | ISHARES TRconser alloc etf | $549,895 | -8.5% | 16,192 | -5.0% | 0.05% | -8.0% |
XYLD | Sell | GLOBAL X FDSs&p 500 covered | $550,447 | -11.3% | 14,154 | -6.4% | 0.05% | -9.8% |
VPU | Buy | VANGUARD WORLD FDSutilities etf | $554,030 | -3.8% | 4,344 | +7.3% | 0.05% | -4.2% |
MU | Sell | MICRON TECHNOLOGY INC | $557,508 | -10.0% | 8,195 | -16.5% | 0.05% | -9.8% |
UBER | Sell | UBER TECHNOLOGIES INC | $548,388 | +6.0% | 11,924 | -0.5% | 0.05% | +7.0% |
FLRN | Buy | SPDR SER TRbloomberg invt | $547,804 | +6.4% | 17,832 | +6.3% | 0.05% | +7.0% |
TAP | Buy | MOLSON COORS BEVERAGE COcl b | $554,955 | +55.3% | 8,727 | +60.8% | 0.05% | +53.3% |
Buy | BLACKROCK ESG CAP ALLC TERM | $552,769 | +16.9% | 37,374 | +23.8% | 0.05% | +17.9% | |
LULU | Buy | LULULEMON ATHLETICA INC | $544,479 | +5.2% | 1,412 | +3.2% | 0.04% | +4.7% |
TFI | Buy | SPDR SER TRnuveen blmbrg mu | $537,993 | +23.4% | 12,311 | +30.3% | 0.04% | +25.0% |
TMUS | Sell | T-MOBILE US INC | $536,162 | -0.5% | 3,828 | -1.3% | 0.04% | 0.0% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $546,299 | +3.4% | 1,571 | +4.7% | 0.04% | +2.3% |
WPM | Sell | WHEATON PRECIOUS METALS CORP | $544,368 | -9.8% | 13,425 | -3.9% | 0.04% | -10.0% |
NSC | Sell | NORFOLK SOUTHN CORP | $526,878 | -24.1% | 2,675 | -12.7% | 0.04% | -22.8% |
VIOO | Sell | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $523,308 | -12.8% | 5,987 | -8.3% | 0.04% | -12.0% |
MTUM | Buy | ISHARES TRmsci usa mmentm | $531,087 | -0.0% | 3,802 | +3.2% | 0.04% | 0.0% |
CDC | Sell | VICTORY PORTFOLIOS II | $525,587 | -23.5% | 9,409 | -21.1% | 0.04% | -22.8% |
TFLO | Buy | ISHARES TRtrs flt rt bd | $530,112 | +50.6% | 10,448 | +50.4% | 0.04% | +51.7% |
AMGN | Sell | AMGEN INC | $529,892 | +17.4% | 1,972 | -3.0% | 0.04% | +18.9% |
MCK | Sell | MCKESSON CORP | $519,659 | -2.7% | 1,195 | -4.4% | 0.04% | -2.3% |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $519,514 | -5.3% | 7,672 | +0.1% | 0.04% | -4.4% |
CHD | Buy | CHURCH & DWIGHT CO INC | $514,006 | +21.7% | 5,610 | +33.1% | 0.04% | +22.9% |
DE | Sell | DEERE & CO | $516,064 | -11.0% | 1,368 | -4.4% | 0.04% | -10.4% |
ALGN | Buy | ALIGN TECHNOLOGY INC | $517,212 | -11.4% | 1,694 | +2.7% | 0.04% | -10.4% |
TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $519,273 | +24.3% | 13,435 | +30.4% | 0.04% | +22.9% |
SHW | Sell | SHERWIN WILLIAMS CO | $503,681 | -4.6% | 1,975 | -0.7% | 0.04% | -4.5% |
PM | Sell | PHILIP MORRIS INTL INC | $501,620 | -13.2% | 5,418 | -8.5% | 0.04% | -12.5% |
QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $503,601 | -18.2% | 11,813 | -1.8% | 0.04% | -17.6% |
VEEV | Sell | VEEVA SYS INC | $502,117 | +1.1% | 2,468 | -1.7% | 0.04% | +2.4% |
EVV | Sell | EATON VANCE LTD DURATION INC | $503,746 | -4.7% | 55,724 | -1.3% | 0.04% | -4.5% |
MAR | Buy | MARRIOTT INTL INC NEWcl a | $500,201 | +7.0% | 2,545 | +0.0% | 0.04% | +7.7% |
IWB | ISHARES TRrus 1000 etf | $504,910 | -3.6% | 2,149 | 0.0% | 0.04% | -2.3% | |
FSLR | Buy | FIRST SOLAR INC | $507,570 | +4.1% | 3,141 | +22.5% | 0.04% | +5.0% |
ZS | Buy | ZSCALER INC | $508,007 | +9.1% | 3,265 | +2.6% | 0.04% | +10.5% |
SPOT | Sell | SPOTIFY TECHNOLOGY S A | $489,125 | -4.0% | 3,163 | -0.3% | 0.04% | -2.4% |
DON | Sell | WISDOMTREE TRus midcap divid | $493,670 | -8.1% | 12,053 | -5.7% | 0.04% | -6.8% |
HSY | Sell | HERSHEY CO | $491,157 | -30.0% | 2,455 | -12.7% | 0.04% | -29.3% |
FXE | Buy | INVESCO CURRENCYSHARES EURO | $495,374 | +92.7% | 5,070 | +98.8% | 0.04% | +95.2% |
CB | CHUBB LIMITED | $495,313 | +8.1% | 2,379 | 0.0% | 0.04% | +7.9% | |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $486,391 | -2.8% | 3,050 | +0.9% | 0.04% | -2.4% |
SGOV | New | ISHARES TR0-3 mnth treasry | $475,722 | – | 4,726 | +100.0% | 0.04% | – |
CAH | Buy | CARDINAL HEALTH INC | $483,259 | -0.1% | 5,566 | +8.9% | 0.04% | 0.0% |
SHY | New | ISHARES TR1 3 yr treas bd | $477,957 | – | 5,903 | +100.0% | 0.04% | – |
SPG | Sell | SIMON PPTY GROUP INC NEW | $468,509 | -8.9% | 4,337 | -2.6% | 0.04% | -7.1% |
MRNA | Buy | MODERNA INC | $468,623 | -3.8% | 4,537 | +13.1% | 0.04% | -2.5% |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $465,983 | -4.7% | 1,020 | 0.0% | 0.04% | -2.5% | |
PBE | Sell | INVESCO EXCHANGE TRADED FD Tbiotechnology | $470,042 | -7.5% | 8,241 | -0.6% | 0.04% | -7.1% |
MLPX | Buy | GLOBAL X FDSglb x mlp enrg i | $465,790 | +3.0% | 10,990 | +1.1% | 0.04% | +5.4% |
GXO LOGISTICS INCORPORATED | $473,601 | -6.6% | 8,075 | 0.0% | 0.04% | -7.1% | ||
SONY | Sell | SONY GROUP CORPsponsored adr | $470,081 | -22.6% | 5,704 | -15.5% | 0.04% | -22.0% |
GII | Sell | SPDR INDEX SHS FDSs&p gblinf etf | $472,843 | -10.2% | 9,599 | -2.7% | 0.04% | -11.4% |
DSI | Sell | ISHARES TRmsci kld400 soc | $469,109 | -3.8% | 5,762 | -0.5% | 0.04% | -2.5% |
ALB | Buy | ALBEMARLE CORP | $468,708 | +12.7% | 2,757 | +47.9% | 0.04% | +14.7% |
DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $459,890 | -10.0% | 18,425 | -18.1% | 0.04% | -9.5% |
ISCG | Buy | ISHARES TRmrgstr sm cp gr | $454,399 | +109.5% | 11,723 | +123.8% | 0.04% | +111.1% |
GPN | Sell | GLOBAL PMTS INC | $454,577 | +2.4% | 3,940 | -12.6% | 0.04% | +2.7% |
IXUS | Sell | ISHARES TRcore msci total | $455,062 | -36.3% | 7,586 | -33.5% | 0.04% | -35.6% |
ASML | Buy | ASML HOLDING N V | $460,696 | +3.8% | 783 | +27.7% | 0.04% | +2.7% |
SBUX | Sell | STARBUCKS CORP | $462,044 | -11.1% | 5,062 | -3.5% | 0.04% | -11.6% |
SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $457,041 | -29.7% | 3,529 | +46.1% | 0.04% | -29.6% |
FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $461,496 | -14.6% | 19,229 | -19.0% | 0.04% | -15.6% |
PHO | Buy | INVESCO EXCHANGE TRADED FD Twater res etf | $441,592 | +12.3% | 8,304 | +19.1% | 0.04% | +15.6% |
CWB | Sell | SPDR SER TRbbg conv sec etf | $449,238 | -5.1% | 6,626 | -2.1% | 0.04% | -5.1% |
CME | Sell | CME GROUP INC | $442,855 | -3.4% | 2,212 | -10.6% | 0.04% | -2.6% |
PFM | Buy | INVESCO EXCHANGE TRADED FD Tdivid achievev | $442,165 | +2.9% | 12,104 | +7.7% | 0.04% | +5.7% |
GILD | Sell | GILEAD SCIENCES INC | $441,878 | -3.6% | 5,896 | -0.9% | 0.04% | -2.6% |
AVAV | Buy | AEROVIRONMENT INC | $435,974 | +9.7% | 3,909 | +0.6% | 0.04% | +9.1% |
BIIB | Buy | BIOGEN INC | $426,886 | -2.1% | 1,661 | +8.5% | 0.04% | 0.0% |
XBI | Buy | SPDR SER TRs&p biotech | $433,797 | -2.8% | 5,941 | +10.8% | 0.04% | -2.7% |
PFF | Buy | ISHARES TRpfd and incm sec | $437,478 | -0.7% | 14,510 | +1.8% | 0.04% | 0.0% |
MCO | Buy | MOODYS CORP | $429,871 | +45.4% | 1,360 | +60.0% | 0.04% | +50.0% |
IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $435,420 | -9.9% | 5,151 | -5.6% | 0.04% | -10.0% |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $433,966 | -7.8% | 6,205 | -10.5% | 0.04% | -7.7% |
PEJ | Sell | INVESCO EXCHANGE TRADED FD Tleisure and ente | $432,377 | -23.9% | 11,283 | -16.9% | 0.04% | -23.4% |
NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $424,614 | +79.8% | 7,080 | +86.5% | 0.04% | +75.0% |
Buy | GSK PLCsponsored adr | $425,820 | +1.9% | 11,747 | +0.2% | 0.04% | 0.0% | |
MDLZ | Buy | MONDELEZ INTL INCcl a | $421,505 | +2.5% | 6,074 | +7.8% | 0.04% | +2.9% |
MMM | Sell | 3M CO | $422,513 | -38.9% | 4,513 | -34.6% | 0.04% | -38.6% |
IIPR | Buy | INNOVATIVE INDL PPTYS INC | $418,791 | +9.7% | 5,535 | +5.8% | 0.04% | +9.4% |
FISV | Buy | FISERV INC | $425,580 | -8.6% | 3,768 | +2.1% | 0.04% | -7.9% |
UNP | Sell | UNION PAC CORP | $416,574 | -5.8% | 2,046 | -5.3% | 0.04% | -5.4% |
BXMT | Buy | BLACKSTONE MTG TR INC | $415,220 | +6.9% | 19,091 | +2.2% | 0.04% | +9.4% |
KHC | Sell | KRAFT HEINZ CO | $419,180 | -12.0% | 12,461 | -7.2% | 0.04% | -10.3% |
DHI | Sell | D R HORTON INC | $405,757 | -12.0% | 3,776 | -0.3% | 0.03% | -10.5% |
LRCX | Buy | LAM RESEARCH CORP | $404,268 | -2.1% | 645 | +0.5% | 0.03% | 0.0% |
DLR | Sell | DIGITAL RLTY TR INC | $406,534 | -13.9% | 3,359 | -19.0% | 0.03% | -12.8% |
DOCU | Buy | DOCUSIGN INC | $408,576 | +24.0% | 9,728 | +50.8% | 0.03% | +25.9% |
LIT | Buy | GLOBAL X FDSlithium btry etf | $410,936 | -14.3% | 7,449 | +1.0% | 0.03% | -15.0% |
DOW | Sell | DOW INC | $413,037 | -6.5% | 8,011 | -3.4% | 0.03% | -5.6% |
ADSK | Buy | AUTODESK INC | $409,270 | +2.4% | 1,978 | +1.3% | 0.03% | +3.0% |
AZO | AUTOZONE INC | $408,939 | +1.9% | 161 | 0.0% | 0.03% | +3.0% | |
DWX | Sell | SPDR INDEX SHS FDSs&p intl etf | $399,878 | -6.2% | 12,154 | -1.9% | 0.03% | -5.7% |
IRM | Buy | IRON MTN INC DEL | $396,835 | +9.2% | 6,675 | +4.4% | 0.03% | +10.0% |
PINS | Buy | PINTEREST INCcl a | $398,936 | +1.0% | 14,759 | +2.2% | 0.03% | 0.0% |
CLF | Buy | CLEVELAND-CLIFFS INC NEW | $394,628 | +17.1% | 25,248 | +25.6% | 0.03% | +17.9% |
PAYX | Sell | PAYCHEX INC | $393,277 | +2.8% | 3,410 | -0.3% | 0.03% | +3.1% |
WSO | Sell | WATSCO INC | $402,711 | -2.0% | 1,066 | -1.1% | 0.03% | -2.9% |
TTC | Buy | TORO CO | $391,316 | -12.2% | 4,709 | +7.4% | 0.03% | -10.8% |
DSTL | Sell | ETF SER SOLUTIONSdistillate us | $398,840 | -55.5% | 8,935 | -54.8% | 0.03% | -55.4% |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $398,794 | +2.2% | 1,587 | +0.1% | 0.03% | +3.1% |
ADM | Buy | ARCHER DANIELS MIDLAND CO | $392,974 | -0.1% | 5,211 | +0.1% | 0.03% | 0.0% |
IWL | Buy | ISHARES TRrus top 200 etf | $396,328 | -0.9% | 3,834 | +2.3% | 0.03% | 0.0% |
AEM | Sell | AGNICO EAGLE MINES LTD | $391,317 | -13.3% | 8,610 | -4.7% | 0.03% | -10.8% |
IWD | ISHARES TRrus 1000 val etf | $383,807 | -3.8% | 2,528 | 0.0% | 0.03% | -3.0% | |
AXON | Buy | AXON ENTERPRISE INC | $387,041 | +30.5% | 1,945 | +28.0% | 0.03% | +33.3% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $384,445 | -14.4% | 2,466 | -1.6% | 0.03% | -13.5% |
LNG | Sell | CHENIERE ENERGY INC | $386,067 | +8.3% | 2,326 | -0.6% | 0.03% | +10.3% |
RLY | Sell | SSGA ACTIVE ETF TRmult ass rlrtn | $383,316 | -4.2% | 14,218 | -5.3% | 0.03% | -3.0% |
FGB | Sell | FIRST TR SPECIALTY FIN & FIN | $384,449 | -5.3% | 114,079 | -8.4% | 0.03% | -5.9% |
ITW | Buy | ILLINOIS TOOL WKS INC | $383,725 | -2.8% | 1,666 | +5.5% | 0.03% | -3.0% |
IWM | Buy | ISHARES TRrussell 2000 etf | $386,854 | -3.3% | 2,189 | +2.4% | 0.03% | -3.0% |
REGL | Sell | PROSHARES TRs&p mdcp 400 div | $377,863 | -6.3% | 5,662 | -1.4% | 0.03% | -6.1% |
MLPA | Buy | GLOBAL X FDSglbl x mlp etf | $366,783 | +3.9% | 8,226 | +0.0% | 0.03% | +6.9% |
NVS | Sell | NOVARTIS AGsponsored adr | $375,662 | -3.9% | 3,688 | -4.8% | 0.03% | -3.1% |
IBND | Sell | SPDR SER TRbloomberg intl | $374,277 | -6.1% | 13,796 | -1.8% | 0.03% | -6.1% |
AWF | Buy | ALLIANCEBERNSTEIN GLOBAL HIG | $372,750 | +7.4% | 38,428 | +10.2% | 0.03% | +6.9% |
BTAL | New | AGF INVTS TRus market netrl | $356,665 | – | 17,959 | +100.0% | 0.03% | – |
PSK | Sell | SPDR SER TRice pfd sec etf | $355,528 | -4.2% | 10,953 | -1.2% | 0.03% | -3.2% |
EBAY | Sell | EBAY INC. | $357,973 | -2.2% | 8,119 | -0.9% | 0.03% | 0.0% |
CRL | CHARLES RIV LABS INTL INC | $355,115 | -6.8% | 1,812 | 0.0% | 0.03% | -3.2% | |
SUB | Buy | ISHARES TRshrt nat mun etf | $363,617 | +0.1% | 3,535 | +1.3% | 0.03% | 0.0% |
IPAY | Sell | ETF MANAGERS TRprime mobile pay | $365,121 | -19.4% | 9,338 | -12.0% | 0.03% | -18.9% |
JACOBS SOLUTIONS INC | $360,640 | +14.8% | 2,642 | 0.0% | 0.03% | +15.4% | ||
ET | Sell | ENERGY TRANSFER L P | $365,321 | +9.9% | 26,039 | -0.5% | 0.03% | +11.1% |
GDX | Sell | VANECK ETF TRUSTgold miners etf | $354,710 | -13.1% | 13,181 | -2.8% | 0.03% | -11.8% |
EFAV | Sell | ISHARES TRmsci eafe min vl | $363,029 | -15.9% | 5,566 | -12.9% | 0.03% | -16.7% |
EIX | Sell | EDISON INTL | $361,829 | -33.1% | 5,717 | -26.6% | 0.03% | -33.3% |
FDX | Sell | FEDEX CORP | $365,169 | -28.0% | 1,378 | -32.7% | 0.03% | -28.6% |
RPV | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $356,600 | -20.2% | 4,846 | -15.9% | 0.03% | -18.9% |
CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $365,405 | -1.3% | 14,681 | +3.6% | 0.03% | -3.2% |
PAYC | Buy | PAYCOM SOFTWARE INC | $344,823 | +13.3% | 1,330 | +40.3% | 0.03% | +16.0% |
CLX | Buy | CLOROX CO DEL | $353,529 | +38.4% | 2,697 | +67.8% | 0.03% | +38.1% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $344,828 | +5.3% | 4,769 | +9.5% | 0.03% | +7.4% |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $352,251 | -7.9% | 2,486 | -2.8% | 0.03% | -9.4% |
VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $352,192 | -5.1% | 6,114 | -4.9% | 0.03% | -6.5% |
DUK | Buy | DUKE ENERGY CORP NEW | $341,179 | +0.2% | 3,866 | +1.9% | 0.03% | 0.0% |
HACK | Buy | ETF MANAGERS TRprime cybr scrty | $335,091 | +2.8% | 6,494 | +0.8% | 0.03% | +3.7% |
LVS | Buy | LAS VEGAS SANDS CORP | $330,860 | +52.9% | 7,218 | +93.5% | 0.03% | +55.6% |
ETN | EATON CORP PLC | $335,917 | +6.1% | 1,575 | 0.0% | 0.03% | +7.7% | |
CARR | Sell | CARRIER GLOBAL CORPORATION | $334,666 | +9.9% | 6,063 | -1.0% | 0.03% | +12.0% |
PICK | Buy | ISHARES INCmsci gbl etf new | $331,708 | -1.1% | 8,343 | +0.6% | 0.03% | 0.0% |
CSB | Sell | VICTORY PORTFOLIOS II | $337,786 | -19.8% | 6,896 | -16.0% | 0.03% | -20.0% |
EVR | Sell | EVERCORE INCclass a | $342,312 | +7.0% | 2,483 | -4.1% | 0.03% | +7.7% |
NRZ | Buy | RITHM CAPITAL CORP | $319,696 | +4.9% | 34,413 | +5.5% | 0.03% | +8.0% |
RWR | Sell | SPDR SER TRdj reit etf | $319,784 | -11.2% | 3,856 | -3.1% | 0.03% | -10.0% |
VFC | Sell | V F CORP | $325,456 | -11.6% | 18,419 | -4.5% | 0.03% | -10.0% |
ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $323,539 | +14.7% | 2,941 | +17.9% | 0.03% | +17.4% |
USO | UNITED STS OIL FD LPunits | $319,316 | +27.2% | 3,949 | 0.0% | 0.03% | +28.6% | |
OKTA | Sell | OKTA INCcl a | $321,721 | +16.8% | 3,947 | -0.6% | 0.03% | +17.4% |
DGX | Sell | QUEST DIAGNOSTICS INC | $322,114 | -16.8% | 2,643 | -4.0% | 0.03% | -15.6% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $321,152 | -19.8% | 4,416 | -17.4% | 0.03% | -18.2% |
SUSA | Sell | ISHARES TRmsci usa esg slc | $322,079 | -6.3% | 3,580 | -2.5% | 0.03% | -3.6% |
SNPS | Sell | SYNOPSYS INC | $319,905 | +2.0% | 697 | -3.2% | 0.03% | +3.8% |
PGR | Sell | PROGRESSIVE CORP | $320,386 | +1.6% | 2,300 | -3.5% | 0.03% | +3.8% |
VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $330,254 | -6.9% | 5,701 | -0.9% | 0.03% | -6.9% |
WW | Buy | WW INTL INC | $326,755 | +83.4% | 29,517 | +11.3% | 0.03% | +80.0% |
DVN | Buy | DEVON ENERGY CORP NEW | $318,059 | +0.1% | 6,668 | +1.5% | 0.03% | 0.0% |
ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $317,183 | -18.4% | 1,341 | +2.1% | 0.03% | -18.8% |
WFC | Sell | WELLS FARGO CO NEW | $317,791 | -12.1% | 7,778 | -8.2% | 0.03% | -13.3% |
FDVV | New | FIDELITY COVINGTON TRUSThigh divid etf | $307,886 | – | 7,978 | +100.0% | 0.03% | – |
EA | Buy | ELECTRONIC ARTS INC | $315,854 | +0.8% | 2,623 | +8.6% | 0.03% | 0.0% |
VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $313,980 | -49.2% | 5,494 | -47.9% | 0.03% | -49.0% |
BDX | Sell | BECTON DICKINSON & CO | $308,928 | -6.1% | 1,195 | -4.1% | 0.03% | -3.7% |
SO | Sell | SOUTHERN CO | $310,966 | -13.6% | 4,805 | -6.2% | 0.03% | -13.3% |
XAR | Sell | SPDR SER TRaerospace def | $305,441 | -52.7% | 2,725 | -48.7% | 0.02% | -52.8% |
APPN | Sell | APPIAN CORPcl a | $295,007 | -6.0% | 6,468 | -1.9% | 0.02% | -3.8% |
ONEV | Buy | SPDR SER TRrussell low vol | $300,762 | -3.0% | 2,868 | +0.4% | 0.02% | -3.8% |
GRMN | Sell | GARMIN LTD | $301,767 | -5.8% | 2,869 | -6.6% | 0.02% | -3.8% |
TAN | Sell | INVESCO EXCH TRADED FD TR IIsolar etf | $300,546 | -34.1% | 5,803 | -9.2% | 0.02% | -34.2% |
MMC | Sell | MARSH & MCLENNAN COS INC | $304,670 | +0.4% | 1,601 | -0.8% | 0.02% | 0.0% |
PXD | PIONEER NAT RES CO | $297,350 | +10.8% | 1,295 | 0.0% | 0.02% | +13.6% | |
AB | Sell | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $296,366 | -6.2% | 9,765 | -0.6% | 0.02% | -3.8% |
Buy | ATLASSIAN CORPORATIONcl a | $305,692 | +21.7% | 1,517 | +1.3% | 0.02% | +19.0% | |
MLM | New | MARTIN MARIETTA MATLS INC | $286,984 | – | 699 | +100.0% | 0.02% | – |
IWV | ISHARES TRrussell 3000 etf | $294,562 | -3.7% | 1,202 | 0.0% | 0.02% | -4.0% | |
QWLD | Buy | SPDR INDEX SHS FDSmsci wrld strgic | $293,596 | +2.6% | 2,898 | +5.6% | 0.02% | 0.0% |
BLDR | Buy | BUILDERS FIRSTSOURCE INC | $288,699 | +6.2% | 2,319 | +16.1% | 0.02% | +9.1% |
EQIX | New | EQUINIX INC | $292,342 | – | 403 | +100.0% | 0.02% | – |
CLH | Buy | CLEAN HARBORS INC | $289,701 | +4.2% | 1,731 | +2.4% | 0.02% | +4.3% |
RJF | RAYMOND JAMES FINL INC | $287,115 | -3.2% | 2,859 | 0.0% | 0.02% | -4.0% | |
LH | Sell | LABORATORY CORP AMER HLDGS | $289,058 | -30.4% | 1,438 | -16.5% | 0.02% | -29.4% |
AVY | Sell | AVERY DENNISON CORP | $289,291 | +3.2% | 1,584 | -2.9% | 0.02% | +4.3% |
BSM | Buy | BLACK STONE MINERALS L P | $284,260 | +35.3% | 16,498 | +25.3% | 0.02% | +41.2% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $283,543 | -21.2% | 1,628 | -11.4% | 0.02% | -20.0% |
MSCI | Buy | MSCI INC | $287,837 | +16.7% | 561 | +6.7% | 0.02% | +20.0% |
BUFR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $290,207 | – | 11,850 | +100.0% | 0.02% | – |
ETR | Buy | ENTERGY CORP NEW | $272,739 | -4.9% | 2,949 | +0.1% | 0.02% | -4.2% |
FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $273,903 | +22.4% | 3,720 | +24.8% | 0.02% | +27.8% |
RSG | Sell | REPUBLIC SVCS INC | $272,460 | -8.5% | 1,912 | -1.6% | 0.02% | -8.0% |
OTIS | Sell | OTIS WORLDWIDE CORP | $278,504 | -13.6% | 3,468 | -4.2% | 0.02% | -14.8% |
SYY | Sell | SYSCO CORP | $274,278 | -15.5% | 4,153 | -5.0% | 0.02% | -14.8% |
KBWP | Buy | INVESCO EXCH TRADED FD TR IIkbw ppty casut | $278,489 | +19.7% | 3,311 | +16.5% | 0.02% | +21.1% |
CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $273,338 | -16.2% | 6,022 | +3.6% | 0.02% | -14.8% |
CPRT | Buy | COPART INC | $275,301 | +0.3% | 6,389 | +112.3% | 0.02% | 0.0% |
TRV | Sell | TRAVELERS COMPANIES INC | $280,935 | -13.5% | 1,720 | -8.0% | 0.02% | -14.8% |
TYL | Buy | TYLER TECHNOLOGIES INC | $279,952 | +2.6% | 725 | +10.7% | 0.02% | 0.0% |
ITA | Buy | ISHARES TRus aer def etf | $260,800 | -7.5% | 2,461 | +1.8% | 0.02% | -4.3% |
VRSN | Buy | VERISIGN INC | $261,468 | -5.3% | 1,291 | +5.6% | 0.02% | -4.3% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $267,558 | -15.2% | 3,079 | -1.5% | 0.02% | -15.4% |
AFL | New | AFLAC INC | $268,325 | – | 3,496 | +100.0% | 0.02% | – |
LEN | Buy | LENNAR CORPcl a | $264,735 | -5.0% | 2,359 | +6.1% | 0.02% | -4.3% |
TDY | Buy | TELEDYNE TECHNOLOGIES INC | $261,492 | +16.9% | 640 | +17.6% | 0.02% | +22.2% |
IWR | ISHARES TRrus mid cap etf | $267,428 | -5.2% | 3,862 | 0.0% | 0.02% | -4.3% | |
HRB | New | BLOCK H & R INC | $266,979 | – | 6,200 | +100.0% | 0.02% | – |
TIPX | Sell | SPDR SER TRbloomberg 1 10 y | $267,504 | -4.6% | 14,796 | -2.6% | 0.02% | -4.3% |
GIS | Buy | GENERAL MLS INC | $266,838 | -13.2% | 4,170 | +4.0% | 0.02% | -12.0% |
DD | Sell | DUPONT DE NEMOURS INC | $261,238 | +2.3% | 3,502 | -2.0% | 0.02% | +4.8% |
FNV | Sell | FRANCO NEV CORP | $260,923 | -9.3% | 1,955 | -3.1% | 0.02% | -8.3% |
MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $268,094 | -46.6% | 73,446 | -56.3% | 0.02% | -46.3% |
WST | WEST PHARMACEUTICAL SVSC INC | $260,806 | -1.9% | 695 | 0.0% | 0.02% | 0.0% | |
DHS | Buy | WISDOMTREE TRus high dividend | $263,531 | +4.0% | 3,376 | +6.0% | 0.02% | +4.8% |
NGVT | Sell | INGEVITY CORP | $260,768 | -22.4% | 5,477 | -5.2% | 0.02% | -21.4% |
CACI | CACI INTL INCcl a | $263,546 | -7.9% | 840 | 0.0% | 0.02% | -8.3% | |
AVUS | New | AMERICAN CENTY ETF TRus eqt etf | $260,953 | – | 3,562 | +100.0% | 0.02% | – |
AZEK | Sell | AZEK CO INCcl a | $259,715 | -48.8% | 8,733 | -47.8% | 0.02% | -47.6% |
ONEY | Buy | SPDR SER TRrussell yield | $261,082 | -3.3% | 2,856 | +0.8% | 0.02% | 0.0% |
CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $257,756 | – | 586 | +100.0% | 0.02% | – |
RDIV | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $251,084 | -5.0% | 6,750 | 0.0% | 0.02% | -4.5% | |
OTTR | Sell | OTTER TAIL CORP | $247,258 | -9.1% | 3,257 | -5.4% | 0.02% | -4.5% |
UTG | REAVES UTIL INCOME FD | $257,913 | -10.1% | 10,463 | 0.0% | 0.02% | -12.5% | |
EXG | Buy | EATON VANCE TAX-MANAGED GLOB | $248,894 | -6.6% | 33,771 | +0.3% | 0.02% | -4.5% |
DG | New | DOLLAR GEN CORP NEW | $252,761 | – | 2,389 | +100.0% | 0.02% | – |
MGV | Sell | VANGUARD WORLD FDmega cap val etf | $253,839 | -4.4% | 2,503 | -2.2% | 0.02% | -4.5% |
BEPC | Sell | BROOKFIELD RENEWABLE CORPcl a sub vtg | $247,048 | -25.3% | 10,319 | -1.6% | 0.02% | -22.2% |
BIO | BIO RAD LABS INCcl a | $247,098 | -5.5% | 689 | 0.0% | 0.02% | -4.5% | |
ACLS | Buy | AXCELIS TECHNOLOGIES INC | $252,730 | +6.7% | 1,550 | +20.0% | 0.02% | +5.0% |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $255,003 | -2.0% | 1,191 | +5.2% | 0.02% | 0.0% |
NTSX | WISDOMTREE TRus efficient cor | $257,410 | -5.7% | 7,363 | 0.0% | 0.02% | -8.7% | |
LW | Buy | LAMB WESTON HLDGS INC | $245,055 | +10.5% | 2,650 | +37.3% | 0.02% | +11.1% |
CNRG | SPDR SER TRs&p kensho clean | $243,279 | -20.3% | 3,606 | 0.0% | 0.02% | -20.0% | |
MGK | VANGUARD WORLD FDmega grwth ind | $235,326 | -3.5% | 1,037 | 0.0% | 0.02% | 0.0% | |
PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $235,147 | +0.2% | 12,254 | +0.4% | 0.02% | +5.3% |
PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $239,900 | -2.3% | 31,649 | +0.4% | 0.02% | 0.0% |
DGRS | WISDOMTREE TRus s cap qty div | $235,895 | -2.9% | 5,727 | 0.0% | 0.02% | 0.0% | |
RBB FD INCmotley fool mid | $236,359 | -0.6% | 9,955 | 0.0% | 0.02% | 0.0% | ||
WPC | Buy | WP CAREY INC | $245,561 | -19.6% | 4,541 | +0.4% | 0.02% | -20.0% |
SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $243,574 | -4.8% | 3,324 | +0.0% | 0.02% | -4.8% |
KMI | Sell | KINDER MORGAN INC DEL | $239,707 | -7.2% | 14,458 | -3.7% | 0.02% | -4.8% |
FLGT | Sell | FULGENT GENETICS INC | $228,279 | -29.2% | 8,537 | -2.0% | 0.02% | -29.6% |
Sell | FIRST TR EXCHANGE-TRADED FDlimited duration | $222,553 | -15.2% | 12,102 | -14.1% | 0.02% | -13.6% | |
SSB | SOUTHSTATE CORPORATION | $230,977 | +2.4% | 3,429 | 0.0% | 0.02% | 0.0% | |
IWO | New | ISHARES TRrus 2000 grw etf | $230,126 | – | 1,027 | +100.0% | 0.02% | – |
SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $227,817 | -3.5% | 4,512 | +0.2% | 0.02% | 0.0% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $232,742 | -14.8% | 2,281 | -9.7% | 0.02% | -17.4% |
GLW | Buy | CORNING INC | $228,393 | -13.0% | 7,496 | +0.1% | 0.02% | -13.6% |
NWSA | New | NEWS CORP NEWcl a | $233,202 | – | 11,625 | +100.0% | 0.02% | – |
ARKK | Sell | ARK ETF TRinnovation etf | $224,214 | -15.2% | 5,652 | -5.6% | 0.02% | -13.6% |
PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $223,326 | +0.7% | 15,884 | +2.7% | 0.02% | +5.6% |
MGM | Buy | MGM RESORTS INTERNATIONAL | $229,863 | +5.8% | 6,253 | +26.3% | 0.02% | +5.6% |
CMC | New | COMMERCIAL METALS CO | $220,654 | – | 4,466 | +100.0% | 0.02% | – |
DDOG | Buy | DATADOG INC | $213,067 | -1.1% | 2,339 | +6.9% | 0.02% | 0.0% |
FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $215,072 | -42.3% | 4,400 | -40.1% | 0.02% | -41.9% |
IWY | ISHARES TRrus tp200 gr etf | $220,884 | -3.0% | 1,436 | 0.0% | 0.02% | -5.3% | |
IT | New | GARTNER INC | $212,354 | – | 618 | +100.0% | 0.02% | – |
GD | Sell | GENERAL DYNAMICS CORP | $213,334 | +0.9% | 965 | -1.8% | 0.02% | +5.9% |
ANTM | Buy | ELEVANCE HEALTH INC | $216,758 | +1.9% | 498 | +4.0% | 0.02% | 0.0% |
URA | New | GLOBAL X FDSglobal x uranium | $211,728 | – | 7,830 | +100.0% | 0.02% | – |
VMC | New | VULCAN MATLS CO | $214,661 | – | 1,063 | +100.0% | 0.02% | – |
WEC | Buy | WEC ENERGY GROUP INC | $215,466 | -5.7% | 2,675 | +3.4% | 0.02% | -5.3% |
PHD | Sell | PIONEER FLOATING RATE FUND I | $212,079 | -14.4% | 23,538 | -17.5% | 0.02% | -10.0% |
NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $219,195 | -8.0% | 4,394 | -8.3% | 0.02% | -10.0% |
WDAY | Buy | WORKDAY INCcl a | $221,087 | -2.5% | 1,029 | +2.5% | 0.02% | -5.3% |
ZTS | New | ZOETIS INCcl a | $213,692 | – | 1,228 | +100.0% | 0.02% | – |
NEM | Buy | NEWMONT CORP | $218,828 | -13.1% | 5,922 | +0.3% | 0.02% | -14.3% |
Buy | LINDE PLC | $211,135 | +1.9% | 567 | +4.2% | 0.02% | +5.9% | |
IVE | ISHARES TRs&p 500 val etf | $218,315 | -4.6% | 1,419 | 0.0% | 0.02% | -5.3% | |
UTHR | Sell | UNITED THERAPEUTICS CORP DEL | $216,606 | +0.2% | 959 | -2.0% | 0.02% | 0.0% |
BAX | Buy | BAXTER INTL INC | $207,794 | -9.6% | 5,506 | +9.2% | 0.02% | -10.5% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $210,393 | -2.6% | 1,468 | +1.1% | 0.02% | -5.6% |
ANET | New | ARISTA NETWORKS INC | $204,346 | – | 1,111 | +100.0% | 0.02% | – |
VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $201,083 | – | 3,249 | +100.0% | 0.02% | – |
D | Sell | DOMINION ENERGY INC | $206,823 | -17.6% | 4,630 | -4.5% | 0.02% | -19.0% |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $201,410 | -3.8% | 4,554 | +0.4% | 0.02% | 0.0% |
ALL | New | ALLSTATE CORP | $202,198 | – | 1,815 | +100.0% | 0.02% | – |
PNR | New | PENTAIR PLC | $207,186 | – | 3,200 | +100.0% | 0.02% | – |
IWP | ISHARES TRrus md cp gr etf | $204,337 | -5.5% | 2,237 | 0.0% | 0.02% | -5.6% | |
TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWAR | $209,818 | -10.6% | 1,495 | -6.3% | 0.02% | -10.5% |
EOI | Sell | EATON VANCE ENHANCED EQUITY | $210,375 | -14.5% | 13,273 | -11.0% | 0.02% | -15.0% |
CMG | New | CHIPOTLE MEXICAN GRILL INC | $203,332 | – | 111 | +100.0% | 0.02% | – |
STLD | New | STEEL DYNAMICS INC | $205,567 | – | 1,917 | +100.0% | 0.02% | – |
INFY | Buy | INFOSYS LTDsponsored adr | $190,754 | +6.6% | 11,149 | +0.2% | 0.02% | +6.7% |
EOS | EATON VANCE ENHANCED EQUITY | $195,835 | -4.0% | 11,399 | 0.0% | 0.02% | -5.9% | |
RYLD | Buy | GLOBAL X FDSrussell 2000 | $197,864 | -4.6% | 11,598 | +1.2% | 0.02% | -5.9% |
Buy | FS CREDIT OPPORTUNITIES CORP | $193,173 | +52.7% | 35,641 | +33.8% | 0.02% | +60.0% | |
UGRO | Sell | URBAN-GRO INC | $175,508 | +15.2% | 129,052 | -0.1% | 0.02% | +15.4% |
PDBC | New | INVESCO ACTVELY MNGD ETC FDoptimum yield | $167,809 | – | 11,225 | +100.0% | 0.01% | – |
NPCT | Buy | NUVEEN CORE PLUS IMPACT FUND | $160,208 | +15.4% | 17,490 | +25.6% | 0.01% | +18.2% |
VALE | Sell | VALE S Asponsored ads | $158,028 | -18.2% | 11,793 | -18.1% | 0.01% | -18.8% |
Buy | WARNER BROS DISCOVERY INC | $141,584 | -12.4% | 13,037 | +1.2% | 0.01% | -7.7% | |
ACTG | ACACIA RESH CORP | $146,000 | -12.3% | 40,000 | 0.0% | 0.01% | -14.3% | |
ETJ | Buy | EATON VANCE RISK-MANAGED DIV | $131,660 | -5.6% | 17,143 | +1.0% | 0.01% | -8.3% |
TEAF | Sell | ECOFIN SUSTAINABLE AND SOCIA | $132,379 | -26.6% | 11,050 | -23.6% | 0.01% | -26.7% |
BBDC | Buy | BARINGS BDC INC | $120,910 | +14.3% | 13,570 | +0.6% | 0.01% | +11.1% |
Sell | HALEON PLCspon ads | $119,537 | -1.4% | 14,350 | -0.8% | 0.01% | 0.0% | |
GGN | Buy | GAMCO GLOBAL GOLD NAT RES & | $105,774 | +62.5% | 28,900 | +66.1% | 0.01% | +80.0% |
EA SERIES TRUSTbridgeway blue | $100,810 | -2.6% | 10,523 | 0.0% | 0.01% | -11.1% | ||
JPS | Sell | NUVEEN PFD & INCOME SECS FD | $98,576 | -12.4% | 15,977 | -9.4% | 0.01% | -11.1% |
PLUG | Buy | PLUG POWER INC | $84,270 | -25.5% | 11,088 | +1.8% | 0.01% | -22.2% |
NRO | New | NEUBERGER BERMAN REAL ESTATE | $66,961 | – | 24,000 | +100.0% | 0.01% | – |
SCYX | SCYNEXIS INC | $53,580 | -22.7% | 23,500 | 0.0% | 0.00% | -33.3% | |
SPY | New | SPDR S&P 500 ETF TRput | $53,242 | – | 4,300 | +100.0% | 0.00% | – |
GERN | Buy | GERON CORP | $43,721 | -32.3% | 20,623 | +2.5% | 0.00% | -20.0% |
MVIS | MICROVISION INC DEL | $37,230 | -52.2% | 17,000 | 0.0% | 0.00% | -50.0% | |
CDTX | New | CIDARA THERAPEUTICS INC | $28,277 | – | 30,011 | +100.0% | 0.00% | – |
CMPX | COMPASS THERAPEUTICS INC | $21,670 | -38.1% | 11,000 | 0.0% | 0.00% | -33.3% | |
CLXPF | New | CYBIN INC | $6,111 | – | 11,500 | +100.0% | 0.00% | – |
RIGL | RIGEL PHARMACEUTICALS INC | $10,800 | -16.3% | 10,000 | 0.0% | 0.00% | 0.0% | |
UAMY | UNITED STATES ANTIMONY CORP | $3,689 | +17.2% | 10,000 | 0.0% | 0.00% | – | |
PYPL | New | PAYPAL HLDGS INCcall | $550 | – | 1,000 | +100.0% | 0.00% | – |
ETN | New | EATON CORP PLCcall | $750 | – | 300 | +100.0% | 0.00% | – |
FAST | New | FASTENAL COcall | $200 | – | 4,000 | +100.0% | 0.00% | – |
QQQ | New | INVESCO QQQ TRput | $5,460 | – | 7,000 | +100.0% | 0.00% | – |
TYL | New | TYLER TECHNOLOGIES INCcall | $730 | – | 100 | +100.0% | 0.00% | – |
FSK | New | FS KKR CAP CORPcall | $2,250 | – | 6,000 | +100.0% | 0.00% | – |
AAPL | New | APPLE INCcall | $6 | – | 600 | +100.0% | 0.00% | – |
IDXX | New | IDEXX LABS INCcall | $370 | – | 100 | +100.0% | 0.00% | – |
SYBX | Exit | SYNLOGIC INC | $0 | – | -35,000 | -100.0% | -0.00% | – |
DBTX | Exit | DECIBEL THERAPEUTICS INC | $0 | – | -10,113 | -100.0% | -0.00% | – |
NWL | Exit | NEWELL BRANDS INC | $0 | – | -10,314 | -100.0% | -0.01% | – |
PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -11,661 | -100.0% | -0.02% | – |
MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -2,351 | -100.0% | -0.02% | – |
BAH | Exit | BOOZ ALLEN HAMILTON HLDG CORcl a | $0 | – | -1,882 | -100.0% | -0.02% | – |
GCC | Exit | WISDOMTREE TRenhncd cmmdty st | $0 | – | -12,396 | -100.0% | -0.02% | – |
DOCN | Exit | DIGITALOCEAN HLDGS INC | $0 | – | -5,185 | -100.0% | -0.02% | – |
CWEN | Exit | CLEARWAY ENERGY INCcl c | $0 | – | -7,281 | -100.0% | -0.02% | – |
PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -540 | -100.0% | -0.02% | – |
WSC | Exit | WILLSCOT MOBIL MINI HLDNG CO | $0 | – | -4,267 | -100.0% | -0.02% | – |
IFRA | Exit | ISHARES TRus infrastruc | $0 | – | -5,356 | -100.0% | -0.02% | – |
TWLO | Exit | TWILIO INCcl a | $0 | – | -3,278 | -100.0% | -0.02% | – |
KRE | Exit | SPDR SER TRs&p regl bkg | $0 | – | -5,070 | -100.0% | -0.02% | – |
ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -2,282 | -100.0% | -0.02% | – |
CAG | Exit | CONAGRA BRANDS INC | $0 | – | -6,542 | -100.0% | -0.02% | – |
SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -1,966 | -100.0% | -0.02% | – |
LVHD | Exit | LEGG MASON ETF INVTfranklin us low | $0 | – | -6,000 | -100.0% | -0.02% | – |
IR | Exit | INGERSOLL RAND INC | $0 | – | -3,445 | -100.0% | -0.02% | – |
DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -1,312 | -100.0% | -0.02% | – |
WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -8,186 | -100.0% | -0.02% | – |
MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -898 | -100.0% | -0.02% | – |
Exit | GE HEALTHCARE TECHNOLOGIES I | $0 | – | -2,877 | -100.0% | -0.02% | – | |
DXCM | Exit | DEXCOM INC | $0 | – | -1,853 | -100.0% | -0.02% | – |
ILMN | Exit | ILLUMINA INC | $0 | – | -1,263 | -100.0% | -0.02% | – |
HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -14,279 | -100.0% | -0.02% | – |
BLL | Exit | BALL CORP | $0 | – | -4,359 | -100.0% | -0.02% | – |
PFLD | Exit | ETF SER SOLUTIONSaam lw dur pfd | $0 | – | -12,287 | -100.0% | -0.02% | – |
HCA | Exit | HCA HEALTHCARE INC | $0 | – | -819 | -100.0% | -0.02% | – |
USB | Exit | US BANCORP DEL | $0 | – | -8,526 | -100.0% | -0.02% | – |
EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -1,476 | -100.0% | -0.02% | – |
TGT | Exit | TARGET CORP | $0 | – | -2,439 | -100.0% | -0.03% | – |
GM | Exit | GENERAL MTRS CO | $0 | – | -8,772 | -100.0% | -0.03% | – |
CTVA | Exit | CORTEVA INC | $0 | – | -6,130 | -100.0% | -0.03% | – |
GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -17,152 | -100.0% | -0.03% | – |
RWK | Exit | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $0 | – | -4,283 | -100.0% | -0.03% | – |
QQQJ | Exit | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $0 | – | -16,859 | -100.0% | -0.04% | – |
OIH | Exit | VANECK ETF TRUSToil services etf | $0 | – | -1,613 | -100.0% | -0.04% | – |
LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -5,340 | -100.0% | -0.04% | – |
EWJ | Exit | ISHARES INCmsci jpn etf new | $0 | – | -21,751 | -100.0% | -0.11% | – |
EEMX | Exit | SPDR INDEX SHS FDSmsci emr mkt etf | $0 | – | -48,506 | -100.0% | -0.12% | – |
MOO | Exit | VANECK ETF TRUSTagribusiness etf | $0 | – | -162,824 | -100.0% | -1.10% | – |
FXY | Exit | INVESCO CURRENCYSHARES JAPANjapanese yen | $0 | – | -208,478 | -100.0% | -1.11% | – |
SIL | Exit | GLOBAL X FDSglobal x silver | $0 | – | -549,304 | -100.0% | -1.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-17
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TOTAL | 28 | Q3 2023 | 3.9% |
APPLE INC | 28 | Q3 2023 | 3.8% |
AMAZON COM INC | 28 | Q3 2023 | 3.6% |
SPDR GOLD TRUST | 28 | Q3 2023 | 4.4% |
VANGUARD SMALL | 28 | Q3 2023 | 2.1% |
MICROSOFT CORP | 28 | Q3 2023 | 1.7% |
VANGUARD SPECIALIZED PORTFOL | 28 | Q3 2023 | 1.6% |
VANGUARD INDEX FDS | 28 | Q3 2023 | 1.3% |
SPDR SER TR | 28 | Q3 2023 | 1.8% |
SPDR SER TR | 28 | Q3 2023 | 4.9% |
View FLAGSHIP HARBOR ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-17 |
13F-HR | 2023-07-11 |
13F-HR | 2023-04-12 |
13F-HR | 2023-01-13 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-13 |
13F-HR/A | 2022-02-17 |
View FLAGSHIP HARBOR 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.