$3.12 Billion is the total value of Mutual Advisors, LLC's 1085 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 21.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOVT | Buy | ISHARES TRus treas bd etf | $187,478,852 | +10.2% | 8,233,590 | +11.5% | 6.01% | +1.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $155,287,168 | +11.6% | 296,876 | +1.4% | 4.98% | +2.8% |
| AAPL | Buy | APPLE INC | $115,633,354 | -4.7% | 674,326 | +7.0% | 3.71% | -12.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $109,057,273 | +1.4% | 207,440 | -7.9% | 3.50% | -6.5% |
| MSFT | Buy | MICROSOFT CORP | $95,895,330 | +17.2% | 227,931 | +4.8% | 3.08% | +8.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $79,202,440 | +22.3% | 188,344 | +3.8% | 2.54% | +12.8% |
| LLY | Buy | ELI LILLY & CO | $48,698,529 | +573.7% | 62,598 | +404.8% | 1.56% | +519.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $43,607,941 | +18.5% | 98,214 | +9.3% | 1.40% | +9.3% |
| VOO | Buy | VANGUARD INDEX FDS | $38,567,694 | +19.4% | 80,232 | +8.5% | 1.24% | +10.1% |
| AMZN | Buy | AMAZON COM INC | $34,944,332 | +22.1% | 193,726 | +2.9% | 1.12% | +12.7% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $30,662,179 | +3.0% | 611,166 | -1.7% | 0.98% | -5.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $28,704,399 | +12.1% | 110,444 | +2.4% | 0.92% | +3.4% |
| NVDA | Sell | NVIDIA CORPORATION | $28,086,533 | +66.0% | 31,084 | -9.0% | 0.90% | +53.0% |
| CBSH | Buy | COMMERCE BANCSHARES INC | $24,408,800 | +2.4% | 458,812 | +2.8% | 0.78% | -5.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $23,343,127 | +16.5% | 154,662 | +7.8% | 0.75% | +7.5% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $22,469,625 | -19.8% | 244,767 | -20.1% | 0.72% | -26.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $21,979,580 | +5.4% | 105,534 | -2.6% | 0.70% | -2.9% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $21,530,285 | -18.5% | 117,903 | -23.9% | 0.69% | -24.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $20,715,521 | +17.6% | 103,422 | -0.1% | 0.66% | +8.3% |
| FB | Buy | META PLATFORMS INCcl a | $20,503,003 | +45.6% | 42,224 | +6.1% | 0.66% | +34.3% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $18,974,164 | +25.6% | 116,506 | +15.3% | 0.61% | +15.8% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $18,253,694 | +10.0% | 150,869 | +1.4% | 0.58% | +1.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $17,538,004 | +16.2% | 115,185 | +7.6% | 0.56% | +7.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $16,458,614 | +7.8% | 168,048 | +9.2% | 0.53% | -0.6% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $15,539,076 | +3.5% | 192,721 | -2.3% | 0.50% | -4.8% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $15,290,196 | +68.9% | 93,034 | +51.2% | 0.49% | +55.6% |
| DGRO | Sell | ISHARES TRcore div grwth | $15,123,130 | +1.6% | 260,474 | -5.8% | 0.48% | -6.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $15,098,528 | -4.3% | 43,866 | -13.6% | 0.48% | -11.8% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $14,607,596 | +8.3% | 192,256 | -0.1% | 0.47% | -0.2% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $14,421,919 | -5.3% | 285,866 | -5.7% | 0.46% | -12.6% |
| CVX | Buy | CHEVRON CORP NEW | $14,199,487 | +12.0% | 90,018 | +5.9% | 0.46% | +3.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $14,041,718 | -8.7% | 336,168 | -10.2% | 0.45% | -15.9% |
| XLC | Buy | SELECT SECTOR SPDR TR | $13,841,072 | +24.5% | 169,496 | +10.8% | 0.44% | +14.7% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $13,568,015 | +4.7% | 146,333 | -6.3% | 0.44% | -3.5% |
| V | Buy | VISA INC | $13,494,888 | +19.1% | 48,355 | +11.2% | 0.43% | +9.9% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $12,975,498 | -1.0% | 137,133 | +3.5% | 0.42% | -8.8% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $12,538,702 | +21.3% | 272,580 | +22.9% | 0.40% | +11.7% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $12,391,352 | +13.6% | 201,387 | +3.2% | 0.40% | +4.7% |
| IUSB | Buy | ISHARES TRcore total usd | $12,186,532 | +6.1% | 267,307 | +7.2% | 0.39% | -2.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $12,096,616 | +6.4% | 76,469 | +5.5% | 0.39% | -1.8% |
| MRK | Buy | MERCK & CO INC | $11,630,900 | +25.1% | 88,146 | +3.3% | 0.37% | +15.1% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $11,479,841 | -6.0% | 410,875 | -2.4% | 0.37% | -13.4% |
| Buy | STRATEGIC TRUSTrunning gwth etf | $10,979,710 | +44.8% | 352,220 | +30.4% | 0.35% | +33.3% | |
| AVGO | Sell | BROADCOM INC | $10,947,296 | +10.8% | 8,260 | -6.7% | 0.35% | +2.0% |
| DYNF | Buy | BLACKROCK ETF TRUSTus eqt factor | $10,357,729 | +354.1% | 233,282 | +305.1% | 0.33% | +320.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $10,295,666 | +54.8% | 14,053 | +39.5% | 0.33% | +42.9% |
| IRM | Sell | IRON MTN INC DEL | $10,240,978 | +12.7% | 127,677 | -1.7% | 0.33% | +3.8% |
| XOM | Buy | EXXON MOBIL CORP | $10,207,725 | +29.5% | 87,816 | +11.4% | 0.33% | +19.3% |
| HD | Sell | HOME DEPOT INC | $10,129,249 | -0.4% | 26,406 | -10.0% | 0.32% | -8.2% |
| CSCO | Buy | CISCO SYS INC | $10,126,632 | +4.0% | 202,898 | +5.3% | 0.32% | -4.1% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $10,091,594 | +10.2% | 57,577 | +3.4% | 0.32% | +1.6% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $10,116,903 | +16.6% | 119,812 | +3.7% | 0.32% | +7.3% |
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $10,010,703 | -10.9% | 32,853 | -20.8% | 0.32% | -17.9% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $9,983,456 | +41.9% | 96,189 | +28.3% | 0.32% | +30.6% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $9,902,234 | -12.5% | 53,849 | -14.9% | 0.32% | -19.3% |
| SECT | Buy | NORTHERN LTS FD TR IVmain sectr rotn | $9,787,349 | +57.5% | 194,271 | +45.5% | 0.31% | +45.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $9,733,706 | -4.4% | 19,676 | +1.7% | 0.31% | -11.9% |
| UCON | Buy | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $9,489,012 | +57.1% | 385,732 | +58.0% | 0.30% | +44.8% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $9,402,856 | -10.6% | 50,334 | -16.8% | 0.30% | -17.5% |
| DIS | Sell | DISNEY WALT CO | $9,358,086 | +26.4% | 76,480 | -6.7% | 0.30% | +16.3% |
| DNOV | Sell | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $9,252,193 | +3.7% | 229,047 | -0.6% | 0.30% | -4.5% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $9,242,800 | +23.2% | 291,847 | +19.3% | 0.30% | +13.4% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $9,204,082 | +22.9% | 187,113 | +23.3% | 0.30% | +13.0% |
| ADBE | Sell | ADOBE INC | $9,135,062 | -16.3% | 18,104 | -1.0% | 0.29% | -22.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $9,071,648 | +10.5% | 55,912 | -0.2% | 0.29% | +1.7% |
| NFLX | Buy | NETFLIX INC | $8,781,384 | +31.8% | 14,459 | +5.7% | 0.28% | +21.6% |
| WMT | Buy | WALMART INC | $8,744,725 | +30.8% | 145,334 | +242.8% | 0.28% | +20.2% |
| ORCL | Buy | ORACLE CORP | $8,438,706 | +23.6% | 67,182 | +3.7% | 0.27% | +13.9% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $8,276,039 | +4.0% | 101,199 | +4.3% | 0.26% | -4.3% |
| KBWP | Sell | INVESCO EXCH TRADED FD TR IIkbw ppty casut | $8,261,826 | +18.0% | 76,676 | -0.9% | 0.26% | +8.6% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $8,278,473 | +16.0% | 113,981 | +17.4% | 0.26% | +6.9% |
| TSLA | Buy | TESLA INC | $8,235,127 | -18.8% | 46,846 | +14.7% | 0.26% | -25.2% |
| IQLT | Sell | ISHARES TRmsci intl qualty | $8,204,095 | -5.6% | 206,861 | -10.6% | 0.26% | -13.2% |
| DVY | Buy | ISHARES TRselect divid etf | $8,181,460 | +13.9% | 66,419 | +8.4% | 0.26% | +4.8% |
| INTC | Buy | INTEL CORP | $8,132,585 | -4.6% | 184,120 | +8.6% | 0.26% | -11.8% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $8,106,459 | +44.2% | 90,575 | +31.4% | 0.26% | +32.7% |
| SHV | Sell | ISHARES TRshort treas bd | $8,084,656 | -8.9% | 73,138 | -9.3% | 0.26% | -16.2% |
| ABBV | Buy | ABBVIE INC | $7,977,877 | +19.6% | 43,810 | +1.8% | 0.26% | +10.3% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $7,944,493 | +12.1% | 103,619 | +12.6% | 0.26% | +3.2% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $7,789,397 | +551.6% | 41,577 | +445.7% | 0.25% | +495.2% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $7,764,008 | +52.4% | 178,074 | +55.9% | 0.25% | +40.7% |
| PFE | Buy | PFIZER INC | $7,668,104 | +23.0% | 276,328 | +27.6% | 0.25% | +13.4% |
| Buy | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $7,633,673 | +18.4% | 339,879 | +19.6% | 0.24% | +9.4% | |
| IGIB | Buy | ISHARES TR | $7,556,166 | +10.8% | 146,437 | +11.6% | 0.24% | +2.1% |
| CAT | Buy | CATERPILLAR INC | $7,522,016 | +27.0% | 20,528 | +2.4% | 0.24% | +17.0% |
| QCOM | Buy | QUALCOMM INC | $7,420,022 | +17.1% | 43,828 | +0.1% | 0.24% | +8.2% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $7,239,269 | +11.3% | 49,003 | +2.8% | 0.23% | +2.7% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $7,197,903 | +7.0% | 157,814 | +8.7% | 0.23% | -1.3% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $7,039,179 | +8.3% | 167,122 | -3.3% | 0.23% | 0.0% |
| XLI | Sell | SELECT SECTOR SPDR TRindl | $6,959,246 | +9.1% | 55,250 | -1.3% | 0.22% | +0.5% |
| DOCT | Sell | FIRST TR EXCHNG TRADED FD VIft vest uq eqt | $6,882,842 | +2.7% | 182,957 | -0.8% | 0.22% | -5.2% |
| LMT | Buy | LOCKHEED MARTIN CORP | $6,832,811 | +15.1% | 15,021 | +14.7% | 0.22% | +6.3% |
| Buy | INNOVATOR ETFS TRUSTladerd alctn pwr | $6,772,065 | +135.0% | 162,244 | +125.7% | 0.22% | +117.0% | |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $6,600,913 | +20.2% | 69,733 | +22.4% | 0.21% | +11.0% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $6,585,129 | +10.8% | 136,593 | +11.4% | 0.21% | +1.9% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $6,457,812 | +13.6% | 19,160 | +2.2% | 0.21% | +4.5% |
| VOTE | Buy | TCW TRANSFORM ETF TRUSTtransfrm 500 etf | $6,465,968 | +39.2% | 105,562 | +26.4% | 0.21% | +27.8% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $6,322,565 | +7.4% | 35,030 | -12.3% | 0.20% | -1.0% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $6,268,472 | -29.9% | 174,902 | -33.5% | 0.20% | -35.4% |
| JCPB | Buy | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $6,260,583 | +5.3% | 134,218 | +6.3% | 0.20% | -2.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $6,239,780 | -19.3% | 148,708 | -27.5% | 0.20% | -25.7% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $6,186,248 | +7.0% | 109,705 | +2.1% | 0.20% | -1.5% |
| GLD | Sell | SPDR GOLD TR | $6,175,920 | -0.8% | 30,021 | -7.8% | 0.20% | -8.8% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $5,917,328 | -19.3% | 62,677 | -28.4% | 0.19% | -25.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $5,817,679 | +16.0% | 78,384 | +10.0% | 0.19% | +7.5% |
| MCD | Buy | MCDONALDS CORP | $5,798,836 | +0.3% | 20,567 | +5.5% | 0.19% | -7.5% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $5,771,381 | +20.4% | 66,590 | +8.4% | 0.18% | +10.8% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $5,752,401 | +6.6% | 99,419 | +1.3% | 0.18% | -2.1% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $5,746,057 | -1.6% | 89,572 | -10.4% | 0.18% | -9.4% |
| ESGU | Sell | ISHARES TResg awr msci usa | $5,683,199 | -16.5% | 49,436 | -23.8% | 0.18% | -23.2% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $5,590,733 | -13.0% | 24,457 | -18.8% | 0.18% | -19.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $5,592,237 | +50.1% | 92,068 | +584.9% | 0.18% | +37.7% |
| VGT | Buy | VANGUARD WORLD FDinf tech etf | $5,588,786 | +14.3% | 10,659 | +5.5% | 0.18% | +5.3% |
| DAPR | Sell | FIRST TR EXCHNG TRADED FD VIft vest u.s. | $5,559,191 | -6.2% | 167,043 | -8.8% | 0.18% | -13.6% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $5,418,691 | +39.2% | 99,921 | +31.7% | 0.17% | +28.9% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $5,423,958 | +0.1% | 21,708 | -6.8% | 0.17% | -7.9% |
| IGSB | Buy | ISHARES TR | $5,422,208 | +7.8% | 105,737 | +7.8% | 0.17% | -0.6% |
| T | Buy | AT&T INC | $5,286,860 | +16.6% | 300,390 | +11.1% | 0.17% | +7.6% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $5,305,519 | -0.5% | 48,710 | +1.1% | 0.17% | -8.6% |
| MO | Buy | ALTRIA GROUP INC | $5,231,729 | +10.8% | 119,939 | +2.5% | 0.17% | +2.4% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $5,230,185 | +10.1% | 179,239 | -0.6% | 0.17% | +1.8% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $5,194,699 | -35.8% | 24,701 | -38.7% | 0.17% | -40.6% |
| SPMB | Buy | SPDR SER TRport mtg bk etf | $5,196,532 | +1.9% | 239,251 | +3.6% | 0.17% | -5.6% |
| AMGN | Sell | AMGEN INC | $5,206,315 | -8.9% | 18,311 | -7.7% | 0.17% | -16.1% |
| Buy | CAPITAL GROUP GBL GROWTH EQT | $5,174,302 | +21.6% | 179,663 | +8.6% | 0.17% | +12.2% | |
| IYW | Sell | ISHARES TRu.s. tech etf | $5,147,387 | +2.8% | 38,112 | -6.5% | 0.16% | -5.2% |
| IBHE | Buy | ISHARES TRibonds 25 trm hg | $5,156,630 | +20.3% | 220,557 | +18.9% | 0.16% | +10.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $5,107,464 | +11.0% | 46,213 | +8.7% | 0.16% | +2.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $5,070,826 | +14.3% | 26,554 | -2.1% | 0.16% | +5.8% |
| VOOV | Sell | VANGUARD ADMIRAL FDS INC500 val idx fd | $4,984,159 | -21.4% | 27,618 | -26.9% | 0.16% | -27.6% |
| JAAA | Buy | JANUS DETROIT STR TRhendrson aaa cl | $4,953,460 | +51.1% | 97,624 | +49.8% | 0.16% | +39.5% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $4,815,526 | +7.4% | 26,886 | -0.9% | 0.15% | -1.3% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $4,798,265 | -3.2% | 61,730 | -3.6% | 0.15% | -10.5% |
| USMV | Sell | ISHARES TRmsci usa min vol | $4,793,839 | -3.8% | 57,356 | -10.2% | 0.15% | -11.0% |
| RTX | Buy | RTX CORPORATION | $4,707,269 | +38.9% | 48,265 | +19.8% | 0.15% | +28.0% |
| PEP | Buy | PEPSICO INC | $4,698,392 | +18.3% | 26,846 | +14.8% | 0.15% | +9.4% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $4,667,324 | +8.2% | 75,207 | -1.6% | 0.15% | 0.0% |
| TROW | Buy | PRICE T ROWE GROUP INC | $4,643,034 | +26.5% | 38,083 | +11.7% | 0.15% | +16.4% |
| KMB | Buy | KIMBERLY-CLARK CORP | $4,571,120 | +36.8% | 35,339 | +28.5% | 0.15% | +26.7% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $4,553,001 | -3.7% | 116,684 | -8.8% | 0.15% | -11.5% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $4,531,601 | +10.8% | 60,101 | +12.2% | 0.14% | +2.1% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $4,483,776 | +67.4% | 47,847 | +60.4% | 0.14% | +54.8% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $4,447,489 | +16.2% | 72,850 | +6.0% | 0.14% | +7.5% |
| KO | Buy | COCA COLA CO | $4,292,455 | +11.1% | 70,161 | +7.0% | 0.14% | +3.0% |
| Buy | J P MORGAN EXCHANGE TRADED Factive value etf | $4,227,964 | +15.5% | 70,595 | +7.3% | 0.14% | +7.1% | |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $4,200,993 | +521.3% | 18,672 | +382.9% | 0.14% | +462.5% |
| Sell | FIRST TR EXCHNG TRADED FD VIft vest u.s | $4,186,419 | -11.5% | 115,615 | -14.1% | 0.13% | -18.8% | |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $4,107,578 | +13.2% | 45,418 | +5.5% | 0.13% | +4.8% |
| SBUX | Buy | STARBUCKS CORP | $4,115,231 | +1.8% | 45,029 | +7.0% | 0.13% | -6.4% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $4,087,624 | +20.5% | 45,469 | +13.8% | 0.13% | +11.0% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $4,080,241 | +10.0% | 38,316 | +1.2% | 0.13% | +1.6% |
| LULU | Buy | LULULEMON ATHLETICA INC | $4,082,293 | -16.2% | 10,450 | +9.6% | 0.13% | -22.9% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,954,688 | -59.7% | 23,349 | -62.5% | 0.13% | -62.9% |
| O | Sell | REALTY INCOME CORP | $3,916,216 | -19.7% | 72,388 | -14.8% | 0.13% | -25.9% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $3,907,104 | +22.0% | 25,060 | +13.5% | 0.12% | +12.6% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $3,864,367 | +9.5% | 53,427 | +12.9% | 0.12% | +0.8% |
| LDSF | Sell | FIRST TR EXCHNG TRADED FD VIlow dur strtgc | $3,873,994 | -10.0% | 206,578 | -9.5% | 0.12% | -17.3% |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $3,814,357 | -42.0% | 36,317 | -40.2% | 0.12% | -46.7% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $3,770,377 | +28.5% | 31,549 | +17.6% | 0.12% | +18.6% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $3,774,179 | -2.5% | 36,728 | -2.2% | 0.12% | -10.4% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $3,775,024 | -6.3% | 46,359 | -13.4% | 0.12% | -13.6% |
| IBHF | New | ISHARES TRibonds 2026 term | $3,729,309 | – | 161,722 | +100.0% | 0.12% | – |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $3,681,626 | -22.1% | 115,231 | -28.7% | 0.12% | -28.0% |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $3,688,315 | +202.2% | 100,444 | +165.5% | 0.12% | +181.0% |
| BAC | Buy | BANK AMERICA CORP | $3,540,083 | +25.5% | 93,357 | +11.4% | 0.11% | +16.3% |
| EFG | Sell | ISHARES TReafe grwth etf | $3,515,272 | -12.7% | 33,869 | -18.6% | 0.11% | -19.3% |
| NVO | Buy | NOVO-NORDISK A Sadr | $3,503,912 | +28.3% | 27,289 | +3.4% | 0.11% | +17.9% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $3,494,068 | +294.7% | 69,742 | +267.3% | 0.11% | +261.3% |
| EFV | Sell | ISHARES TReafe value etf | $3,492,158 | -21.3% | 64,194 | -24.6% | 0.11% | -27.3% |
| CVS | Buy | CVS HEALTH CORP | $3,485,816 | +31.5% | 43,704 | +30.2% | 0.11% | +21.7% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $3,498,235 | +17.0% | 69,135 | +18.0% | 0.11% | +7.7% |
| MBB | Buy | ISHARES TRmbs etf | $3,458,600 | +4.8% | 37,423 | +6.7% | 0.11% | -3.5% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $3,450,629 | +19.1% | 43,879 | +9.9% | 0.11% | +9.9% |
| PM | Buy | PHILIP MORRIS INTL INC | $3,444,044 | +1.9% | 37,591 | +4.7% | 0.11% | -6.8% |
| AEE | Buy | AMEREN CORP | $3,406,033 | +202.3% | 46,052 | +195.7% | 0.11% | +179.5% |
| TGT | Sell | TARGET CORP | $3,396,009 | +14.5% | 19,164 | -8.0% | 0.11% | +5.8% |
| MDT | Buy | MEDTRONIC PLC | $3,402,365 | +28.3% | 39,040 | +21.3% | 0.11% | +18.5% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $3,362,666 | +1.0% | 33,819 | +0.1% | 0.11% | -6.9% |
| ITB | New | ISHARES TRus home cons etf | $3,345,661 | – | 28,899 | +100.0% | 0.11% | – |
| New | ISHARES BITCOIN TR | $3,342,894 | – | 82,602 | +100.0% | 0.11% | – | |
| ARCC | Buy | ARES CAPITAL CORP | $3,315,565 | +4.5% | 159,249 | +0.6% | 0.11% | -3.6% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $3,307,292 | +39.2% | 184,662 | +34.8% | 0.11% | +27.7% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $3,278,801 | +11.5% | 77,642 | +7.1% | 0.10% | +2.9% |
| LOW | Sell | LOWES COS INC | $3,265,705 | +12.1% | 12,820 | -2.0% | 0.10% | +4.0% |
| TIP | Sell | ISHARES TRtips bd etf | $3,260,415 | -4.9% | 30,355 | -4.9% | 0.10% | -11.8% |
| CSM | Sell | PROSHARES TRlarge cap cre | $3,251,358 | -7.4% | 53,532 | -16.5% | 0.10% | -14.8% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $3,227,389 | -3.6% | 42,265 | -9.1% | 0.10% | -11.1% |
| IEMG | Sell | ISHARES INCcore msci emkt | $3,253,682 | -12.8% | 63,056 | -14.5% | 0.10% | -20.0% |
| CRM | Buy | SALESFORCE INC | $3,211,025 | +18.8% | 10,661 | +3.8% | 0.10% | +9.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $3,172,200 | +16.9% | 5 | 0.0% | 0.10% | +8.5% | |
| PFF | Sell | ISHARES TRpfd and incm sec | $3,143,452 | -0.9% | 97,532 | -4.1% | 0.10% | -8.2% |
| Buy | FIRST TR EXCHANGE-TRADED FDindxx aerospace | $3,136,180 | +43.1% | 115,341 | +34.0% | 0.10% | +32.9% | |
| DHS | Sell | WISDOMTREE TRus high dividend | $3,106,859 | +1.8% | 35,851 | -3.5% | 0.10% | -5.7% |
| KIE | New | SPDR SER TRs&p ins etf | $3,090,054 | – | 59,344 | +100.0% | 0.10% | – |
| JOET | Buy | VIRTUS ETF TR IIvirtus us qlty | $3,073,329 | +346.7% | 89,289 | +298.2% | 0.10% | +312.5% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $3,067,688 | +15.5% | 46,964 | +1.9% | 0.10% | +6.5% |
| ARKW | Sell | ARK ETF TRnext gnrtn inter | $3,056,622 | -19.7% | 36,694 | -26.8% | 0.10% | -25.8% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $2,978,406 | +1193.1% | 25,179 | +1146.5% | 0.10% | +1100.0% |
| EMR | Buy | EMERSON ELEC CO | $2,997,313 | +56.2% | 26,427 | +34.1% | 0.10% | +43.3% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $2,996,074 | -10.4% | 50,253 | -10.3% | 0.10% | -17.2% |
| FLQH | Sell | FRANKLIN TEMPLETON ETF TRintl cor div til | $3,001,115 | -0.5% | 93,231 | -4.9% | 0.10% | -8.6% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $2,973,823 | +1.8% | 41,956 | -0.4% | 0.10% | -6.9% |
| AOM | Buy | ISHARES TRmodert alloc etf | $2,957,046 | +4.1% | 69,122 | +1.0% | 0.10% | -4.0% |
| ABT | Buy | ABBOTT LABS | $2,916,728 | +11.1% | 25,662 | +7.6% | 0.09% | +3.3% |
| IDV | Buy | ISHARES TRintl sel div etf | $2,883,151 | +19.1% | 102,823 | +18.9% | 0.09% | +9.5% |
| PRU | Sell | PRUDENTIAL FINL INC | $2,843,192 | -2.1% | 24,218 | -13.5% | 0.09% | -9.9% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $2,840,336 | +9.4% | 12,046 | +1.9% | 0.09% | +1.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,809,579 | +3.2% | 29,052 | +3.6% | 0.09% | -5.3% |
| UL | Buy | UNILEVER PLCspon adr new | $2,789,378 | +23.2% | 55,576 | +19.0% | 0.09% | +12.7% |
| UNP | Sell | UNION PAC CORP | $2,770,457 | -0.9% | 11,265 | -1.0% | 0.09% | -8.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $2,719,408 | +34.0% | 5,647 | +18.7% | 0.09% | +22.5% |
| JMUB | Buy | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $2,681,386 | +28.6% | 52,846 | +29.2% | 0.09% | +17.8% |
| JMST | Buy | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $2,646,511 | +10.9% | 52,158 | +10.9% | 0.08% | +2.4% |
| FAF | FIRST AMERN FINL CORP | $2,658,850 | -5.3% | 43,552 | 0.0% | 0.08% | -13.3% | |
| TXN | Buy | TEXAS INSTRS INC | $2,645,542 | +19.9% | 15,186 | +17.3% | 0.08% | +10.4% |
| Sell | CAPITAL GRP FIXED INCM ETF Tcore bond etf | $2,622,847 | -46.3% | 100,902 | -45.4% | 0.08% | -50.6% | |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $2,629,377 | +9.7% | 45,279 | +10.2% | 0.08% | +1.2% |
| NKE | Buy | NIKE INCcl b | $2,620,620 | -1.6% | 27,885 | +13.6% | 0.08% | -9.7% |
| SLV | Buy | ISHARES SILVER TRishares | $2,618,775 | +26.6% | 115,111 | +21.2% | 0.08% | +16.7% |
| NUE | Buy | NUCOR CORP | $2,591,667 | +24.2% | 13,096 | +9.2% | 0.08% | +13.7% |
| USB | Sell | US BANCORP DEL | $2,585,493 | +0.6% | 57,841 | -2.6% | 0.08% | -6.7% |
| IWB | Sell | ISHARES TRrus 1000 etf | $2,595,086 | +8.9% | 9,010 | -0.9% | 0.08% | 0.0% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $2,571,054 | +567.2% | 73,711 | +502.8% | 0.08% | +530.8% |
| ET | Buy | ENERGY TRANSFER L P | $2,533,724 | +24.9% | 161,076 | +9.6% | 0.08% | +14.1% |
| DE | Buy | DEERE & CO | $2,525,159 | +10.6% | 6,148 | +7.7% | 0.08% | +2.5% |
| GD | Buy | GENERAL DYNAMICS CORP | $2,516,448 | +29.9% | 8,908 | +19.4% | 0.08% | +20.9% |
| GILD | Buy | GILEAD SCIENCES INC | $2,531,543 | +12.0% | 34,560 | +23.8% | 0.08% | +2.5% |
| PANW | Buy | PALO ALTO NETWORKS INC | $2,486,422 | +125.7% | 8,751 | +134.2% | 0.08% | +110.5% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $2,471,165 | -8.1% | 43,994 | -15.5% | 0.08% | -16.0% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,461,072 | +234.0% | 6,187 | +216.5% | 0.08% | +203.8% |
| NOW | Buy | SERVICENOW INC | $2,422,907 | +47.5% | 3,178 | +36.7% | 0.08% | +36.8% |
| AMR | Buy | ALPHA METALLURGICAL RESOUR I | $2,428,143 | -0.1% | 7,332 | +2.2% | 0.08% | -8.2% |
| GM | Buy | GENERAL MTRS CO | $2,407,449 | +27.8% | 53,086 | +1.2% | 0.08% | +16.7% |
| CCD | Buy | CALAMOS DYNAMIC CONV & INCOM | $2,411,097 | +10.6% | 110,601 | +0.4% | 0.08% | +1.3% |
| GIS | Buy | GENERAL MLS INC | $2,373,955 | +478.9% | 33,928 | +439.0% | 0.08% | +442.9% |
| TFLO | Sell | ISHARES TRtrs flt rt bd | $2,366,894 | -56.8% | 46,694 | -57.0% | 0.08% | -60.2% |
| TAXF | Buy | AMERICAN CENTY ETF TRdiversified mu | $2,367,358 | +12.7% | 46,832 | +13.6% | 0.08% | +4.1% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $2,364,732 | +20.4% | 5,661 | +11.2% | 0.08% | +11.8% |
| BLK | Sell | BLACKROCK INC | $2,377,872 | -1.8% | 2,852 | -4.4% | 0.08% | -9.5% |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $2,334,397 | +11.6% | 50,814 | +2.0% | 0.08% | +2.7% |
| IEO | Buy | ISHARES TRus oil gs ex etf | $2,347,708 | +19.5% | 21,947 | +4.1% | 0.08% | +10.3% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $2,351,160 | +52.0% | 15,087 | +40.1% | 0.08% | +38.9% |
| OXYWS | Buy | OCCIDENTAL PETE CORP*w exp 08/03/202 | $2,295,247 | +13.0% | 53,254 | +2.1% | 0.07% | +4.2% |
| MUB | Sell | ISHARES TRnational mun etf | $2,316,992 | -20.5% | 21,533 | -19.9% | 0.07% | -26.7% |
| WM | Buy | WASTE MGMT INC DEL | $2,287,845 | +25.5% | 10,733 | +5.5% | 0.07% | +15.9% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $2,242,466 | +5.7% | 79,577 | +7.1% | 0.07% | -2.7% |
| FVAL | Sell | FIDELITY COVINGTON TRUSTvlu factor etf | $2,237,098 | +0.7% | 39,213 | -6.4% | 0.07% | -6.5% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $2,200,143 | -0.6% | 25,222 | -4.7% | 0.07% | -7.8% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $2,205,457 | -0.7% | 26,581 | -0.3% | 0.07% | -7.8% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,218,889 | +1.1% | 37,833 | -3.2% | 0.07% | -6.6% |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $2,217,154 | +9.0% | 38,741 | -1.8% | 0.07% | 0.0% |
| VHT | Buy | VANGUARD WORLD FDhealth car etf | $2,221,772 | +10.2% | 8,213 | +2.1% | 0.07% | +1.4% |
| BA | Sell | BOEING CO | $2,188,250 | -29.0% | 11,339 | -4.0% | 0.07% | -34.6% |
| Buy | CAPITAL GRP FIXED INCM ETF T | $2,196,858 | +67.3% | 81,335 | +67.7% | 0.07% | +52.2% | |
| Sell | PHILLIPS EDISON & CO INC | $2,143,823 | -2.5% | 59,766 | -0.9% | 0.07% | -10.4% | |
| Buy | EA SERIES TRUSTmarketdesk focus | $2,146,379 | +33.5% | 76,438 | +26.1% | 0.07% | +23.2% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,144,252 | +9.5% | 14,427 | +15.8% | 0.07% | +1.5% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $2,139,394 | -20.8% | 84,728 | -22.2% | 0.07% | -26.6% |
| IBDU | Buy | ISHARES TRibonds dec 29 | $2,126,839 | -0.3% | 93,201 | +0.8% | 0.07% | -8.1% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,107,546 | +18.3% | 48,617 | +19.6% | 0.07% | +9.7% |
| SPSB | Buy | SPDR SER TRportfolio short | $2,111,393 | +3.6% | 70,924 | +3.6% | 0.07% | -4.2% |
| JELD | JELD-WEN HLDG INC | $2,132,766 | +12.4% | 100,460 | 0.0% | 0.07% | +3.0% | |
| Buy | HF SINCLAIR CORP | $2,076,378 | +14.0% | 34,394 | +4.9% | 0.07% | +6.3% | |
| JQUA | Buy | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $2,083,765 | +275.2% | 39,413 | +239.7% | 0.07% | +252.6% |
| New | BLACKROCK ETF TRUST II | $2,103,529 | – | 40,098 | +100.0% | 0.07% | – | |
| AGGY | Buy | WISDOMTREE TRyield enhancd us | $2,077,137 | +50.5% | 47,860 | +52.6% | 0.07% | +39.6% |
| EFA | Sell | ISHARES TRmsci eafe etf | $2,070,305 | -7.2% | 25,924 | -12.4% | 0.07% | -15.4% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $2,066,581 | -53.6% | 31,479 | -55.2% | 0.07% | -57.4% |
| CLF | Sell | CLEVELAND-CLIFFS INC NEW | $2,066,770 | +11.2% | 90,887 | -0.1% | 0.07% | +1.5% |
| LEG | Buy | LEGGETT & PLATT INC | $2,045,781 | -5.9% | 106,829 | +28.6% | 0.07% | -13.2% |
| TEI | Sell | TEMPLETON EMERGING MKTS INCO | $2,041,724 | +5.7% | 376,008 | -0.7% | 0.06% | -3.0% |
| OEF | Sell | ISHARES TRs&p 100 etf | $2,030,868 | -49.1% | 8,209 | -54.0% | 0.06% | -53.2% |
| ARKK | Sell | ARK ETF TRinnovation etf | $1,989,375 | -6.0% | 39,724 | -1.7% | 0.06% | -13.5% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,993,042 | +10.3% | 17,286 | +0.7% | 0.06% | +1.6% |
| Sell | CAPITAL GROUP DIVIDEND VALUE | $1,989,467 | -44.3% | 61,214 | -48.8% | 0.06% | -48.4% | |
| BX | Buy | BLACKSTONE INC | $1,987,615 | +0.6% | 15,130 | +0.2% | 0.06% | -7.2% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,980,422 | -13.0% | 5,714 | -11.9% | 0.06% | -19.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,968,449 | +1.1% | 7,882 | -5.6% | 0.06% | -7.4% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $1,949,285 | +72.9% | 18,612 | +74.1% | 0.06% | +61.5% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $1,967,535 | -2.9% | 4,111 | -5.0% | 0.06% | -10.0% |
| AOA | Sell | ISHARES TRaggres alloc etf | $1,962,165 | +1.4% | 26,711 | -4.7% | 0.06% | -6.0% |
| HDV | Sell | ISHARES TRcore high dv etf | $1,965,100 | -33.9% | 17,831 | -38.8% | 0.06% | -38.8% |
| Sell | GENERAL ELECTRIC CO | $1,952,247 | +36.0% | 11,122 | -1.1% | 0.06% | +26.0% | |
| EMXC | Buy | ISHARES INCmsci emrg chn | $1,961,542 | +5.1% | 34,072 | +1.1% | 0.06% | -3.1% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,925,134 | -5.8% | 37,483 | -5.2% | 0.06% | -12.7% |
| SHOP | Sell | SHOPIFY INCcl a | $1,937,584 | -17.5% | 25,108 | -16.8% | 0.06% | -24.4% |
| NAD | Sell | NUVEEN QUALITY MUNCP INCOME | $1,922,679 | -3.5% | 167,773 | -3.6% | 0.06% | -10.1% |
| PARR | Buy | PAR PAC HOLDINGS INC | $1,919,930 | +2.0% | 51,806 | +0.1% | 0.06% | -6.1% |
| RQI | Sell | COHEN & STEERS QUALITY INCOM | $1,898,101 | -5.5% | 157,128 | -4.2% | 0.06% | -12.9% |
| SO | Sell | SOUTHERN CO | $1,915,344 | +1.4% | 26,698 | -0.9% | 0.06% | -7.6% |
| HSY | Buy | HERSHEY CO | $1,874,284 | +13.8% | 9,636 | +9.1% | 0.06% | +5.3% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $1,867,870 | -59.5% | 51,613 | -60.4% | 0.06% | -62.5% |
| NEAR | Sell | ISHARES U S ETF TRblackrock sh dur | $1,875,806 | -12.7% | 37,174 | -12.6% | 0.06% | -20.0% |
| SCHI | Buy | SCHWAB STRATEGIC TR5 10yr corp bd | $1,852,975 | +333.9% | 41,649 | +338.3% | 0.06% | +293.3% |
| AAP | Buy | ADVANCE AUTO PARTS INC | $1,846,502 | +40.3% | 21,701 | +0.6% | 0.06% | +28.3% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $1,838,470 | -4.3% | 31,400 | -3.0% | 0.06% | -11.9% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $1,827,487 | +90.9% | 8,576 | +88.7% | 0.06% | +78.8% |
| SDY | Sell | SPDR SER TRs&p divid etf | $1,840,958 | +3.8% | 14,027 | -1.2% | 0.06% | -4.8% |
| D | Sell | DOMINION ENERGY INC | $1,771,728 | -0.2% | 36,018 | -4.6% | 0.06% | -8.1% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,779,856 | -23.6% | 22,107 | -22.8% | 0.06% | -29.6% |
| M | Buy | MACYS INC | $1,771,581 | +57.0% | 88,623 | +58.0% | 0.06% | +46.2% |
| ARKF | Sell | ARK ETF TRfintech innova | $1,762,387 | +8.5% | 58,107 | -1.3% | 0.06% | 0.0% |
| MQY | Buy | BLACKROCK MUNIYILD QULT FD I | $1,766,793 | +4.3% | 144,228 | +3.8% | 0.06% | -3.4% |
| SYK | Sell | STRYKER CORPORATION | $1,792,564 | +19.5% | 5,009 | -0.0% | 0.06% | +9.6% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $1,732,370 | +4.1% | 33,213 | +4.2% | 0.06% | -3.4% |
| MMM | Buy | 3M CO | $1,746,068 | +29.4% | 16,461 | +33.4% | 0.06% | +19.1% |
| CAH | Buy | CARDINAL HEALTH INC | $1,739,859 | +47.1% | 15,548 | +32.5% | 0.06% | +36.6% |
| TJX | Buy | TJX COS INC NEW | $1,734,034 | +32.4% | 17,098 | +22.5% | 0.06% | +21.7% |
| FMHI | Sell | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $1,739,092 | -8.5% | 36,096 | -9.4% | 0.06% | -15.2% |
| New | FIRST TR EXCHANGE-TRADED FDintermediate dur | $1,739,975 | – | 84,588 | +100.0% | 0.06% | – | |
| DEO | Buy | DIAGEO PLCspon adr new | $1,707,464 | +28.3% | 11,480 | +25.7% | 0.06% | +19.6% |
| TAN | Buy | INVESCO EXCH TRADED FD TR IIsolar etf | $1,703,380 | -12.5% | 37,544 | +2.8% | 0.06% | -19.1% |
| FSMB | Buy | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $1,728,452 | +16.1% | 87,142 | +16.8% | 0.06% | +5.8% |
| FDX | Buy | FEDEX CORP | $1,702,515 | +28.5% | 5,876 | +12.2% | 0.06% | +19.6% |
| XBI | Buy | SPDR SER TRs&p biotech | $1,703,473 | +15.2% | 17,952 | +8.4% | 0.06% | +7.8% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $1,716,341 | +9.2% | 20,039 | +2.1% | 0.06% | 0.0% |
| IAU | Sell | ISHARES GOLD TRishares new | $1,698,044 | -11.7% | 40,420 | -17.9% | 0.05% | -19.4% |
| LRCX | Buy | LAM RESEARCH CORP | $1,680,619 | +60.7% | 1,730 | +29.6% | 0.05% | +50.0% |
| WPC | Buy | WP CAREY INC | $1,675,086 | +0.9% | 29,679 | +15.9% | 0.05% | -6.9% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $1,698,221 | +0.4% | 16,746 | -5.8% | 0.05% | -8.5% |
| SGOL | Sell | ABRDN GOLD ETF TRUST | $1,643,509 | -3.5% | 77,378 | -10.4% | 0.05% | -10.2% |
| XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $1,667,771 | +8.7% | 39,586 | -2.7% | 0.05% | 0.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,654,956 | +4.7% | 90,237 | +0.7% | 0.05% | -3.6% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $1,649,819 | -18.4% | 41,736 | -17.3% | 0.05% | -24.3% |
| SDVY | Buy | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $1,636,353 | +413.7% | 46,995 | +383.4% | 0.05% | +372.7% |
| FL | FOOT LOCKER INC | $1,611,305 | -8.5% | 56,537 | 0.0% | 0.05% | -14.8% | |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,599,066 | -21.8% | 34,604 | -22.0% | 0.05% | -28.2% |
| ALLY | Buy | ALLY FINL INC | $1,605,700 | +16.4% | 39,559 | +0.1% | 0.05% | +6.2% |
| BP | Buy | BP PLCsponsored adr | $1,578,195 | +30.2% | 41,884 | +22.3% | 0.05% | +21.4% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,592,609 | +40.6% | 6,995 | +15.7% | 0.05% | +30.8% |
| ARKQ | Sell | ARK ETF TRautnmus technlgy | $1,597,716 | -5.6% | 29,203 | -0.5% | 0.05% | -13.6% |
| CI | Sell | THE CIGNA GROUP | $1,579,564 | +19.4% | 4,349 | -1.5% | 0.05% | +10.9% |
| ETV | Buy | EATON VANCE TAX-MANAGED BUY- | $1,569,481 | +6.2% | 121,383 | +1.3% | 0.05% | -2.0% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $1,570,555 | +42.2% | 25,005 | +63.5% | 0.05% | +31.6% |
| SCHY | Buy | SCHWAB STRATEGIC TRinternl divid | $1,564,831 | +6.9% | 64,503 | +8.3% | 0.05% | -2.0% |
| DHR | Buy | DANAHER CORPORATION | $1,540,775 | +8.8% | 6,170 | +0.8% | 0.05% | 0.0% |
| SRE | Buy | SEMPRA | $1,537,378 | -1.1% | 21,403 | +2.9% | 0.05% | -9.3% |
| KLAC | Sell | KLA CORP | $1,531,964 | +17.3% | 2,193 | -2.4% | 0.05% | +8.9% |
| ENB | Buy | ENBRIDGE INC | $1,533,202 | +31.2% | 42,377 | +30.6% | 0.05% | +19.5% |
| IYC | Sell | ISHARES TRus consum discre | $1,483,821 | +7.1% | 18,102 | -1.0% | 0.05% | 0.0% |
| QEFA | Buy | SPDR INDEX SHS FDSmsci eafe strtgc | $1,486,004 | +5.9% | 19,530 | +1.7% | 0.05% | -2.0% |
| AN | New | AUTONATION INC | $1,484,425 | – | 8,965 | +100.0% | 0.05% | – |
| IBB | Buy | ISHARES TRishares biotech | $1,483,090 | +8.5% | 10,808 | +7.4% | 0.05% | 0.0% |
| ANET | Sell | ARISTA NETWORKS INC | $1,479,188 | +12.7% | 5,101 | -8.5% | 0.05% | +2.2% |
| PUMP | Buy | PROPETRO HLDG CORP | $1,471,788 | +44.2% | 182,152 | +49.5% | 0.05% | +30.6% |
| RS | New | RELIANCE INC | $1,471,418 | – | 4,403 | +100.0% | 0.05% | – |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $1,472,007 | -11.8% | 62,058 | -16.5% | 0.05% | -19.0% |
| FCAL | Buy | FIRST TR EXCH TRADED FD IIIcalif mun incm | $1,467,144 | +1.6% | 29,550 | +2.1% | 0.05% | -6.0% |
| TIPX | Sell | SPDR SER TRbloomberg 1 10 y | $1,462,556 | -2.8% | 78,463 | -3.1% | 0.05% | -9.6% |
| BLE | Sell | BLACKROCK MUNI INCOME TR II | $1,462,800 | -4.4% | 134,696 | -6.0% | 0.05% | -11.3% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,473,539 | +7.9% | 19,060 | +7.9% | 0.05% | -2.1% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $1,441,484 | +3.3% | 40,142 | +0.0% | 0.05% | -6.1% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $1,441,267 | +6.4% | 14,091 | -1.1% | 0.05% | -2.1% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,422,187 | +43.1% | 4,436 | +13.9% | 0.05% | +31.4% |
| GIII | Buy | G III APPAREL GROUP LTD | $1,430,686 | -13.8% | 49,317 | +1.0% | 0.05% | -20.7% |
| AFL | Sell | AFLAC INC | $1,434,246 | -57.2% | 16,704 | -58.9% | 0.05% | -60.7% |
| ICF | Buy | ISHARES TRcohen steer reit | $1,438,785 | -1.8% | 24,936 | +0.0% | 0.05% | -9.8% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $1,436,646 | +5.7% | 15,028 | -3.1% | 0.05% | -2.1% |
| ICSH | Sell | ISHARES TRblackrock ultra | $1,410,682 | -23.1% | 27,901 | -23.4% | 0.04% | -29.7% |
| ANTM | Buy | ELEVANCE HEALTH INC | $1,391,204 | +33.6% | 2,683 | +21.5% | 0.04% | +25.0% |
| CEF | Buy | SPROTT PHYSICAL GOLD & SILVEtr unit | $1,390,625 | +10.2% | 68,369 | +3.8% | 0.04% | +2.3% |
| PSX | Buy | PHILLIPS 66 | $1,396,314 | +30.4% | 8,549 | +6.3% | 0.04% | +21.6% |
| IGV | Buy | ISHARES TRexpanded tech | $1,399,111 | -39.7% | 16,408 | +186.8% | 0.04% | -44.4% |
| DFAI | Sell | DIMENSIONAL ETF TRUSTintl core eqt mk | $1,418,514 | -90.1% | 46,940 | -90.6% | 0.04% | -91.0% |
| AIRR | New | FIRST TR EXCHANGE-TRADED FDrba indl etf | $1,415,417 | – | 21,022 | +100.0% | 0.04% | – |
| SCHJ | Buy | SCHWAB STRATEGIC TR1 5yr corp bd | $1,399,830 | +121.2% | 28,964 | +121.5% | 0.04% | +104.5% |
| RSG | Sell | REPUBLIC SVCS INC | $1,412,939 | +13.1% | 7,381 | -2.6% | 0.04% | +4.7% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $1,403,945 | -4.4% | 22,169 | -6.6% | 0.04% | -11.8% |
| SCHQ | Buy | SCHWAB STRATEGIC TRlong term us | $1,416,133 | +28.4% | 41,984 | +33.6% | 0.04% | +18.4% |
| HON | Buy | HONEYWELL INTL INC | $1,365,100 | +1.8% | 6,651 | +4.0% | 0.04% | -6.4% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $1,358,506 | +6.9% | 29,982 | +8.7% | 0.04% | 0.0% |
| Sell | CAPITAL GROUP GROWTH ETF | $1,361,103 | -54.1% | 42,548 | -59.5% | 0.04% | -57.3% | |
| SAH | New | SONIC AUTOMOTIVE INCcl a | $1,376,354 | – | 24,172 | +100.0% | 0.04% | – |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $1,361,041 | +0.8% | 3,256 | -1.9% | 0.04% | -6.4% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $1,363,396 | +28.8% | 67,629 | +24.0% | 0.04% | +18.9% |
| ABG | New | ASBURY AUTOMOTIVE GROUP INC | $1,387,094 | – | 5,883 | +100.0% | 0.04% | – |
| GT | GOODYEAR TIRE & RUBR CO | $1,364,620 | -4.1% | 99,390 | 0.0% | 0.04% | -12.0% | |
| NEE | Sell | NEXTERA ENERGY INC | $1,383,314 | +4.5% | 21,645 | -0.7% | 0.04% | -4.3% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,377,917 | +8.7% | 20,569 | -0.3% | 0.04% | 0.0% |
| TLTD | Buy | FLEXSHARES TRm star dev mkt | $1,372,741 | +7.5% | 19,156 | +2.4% | 0.04% | 0.0% |
| VDC | Sell | VANGUARD WORLD FDconsum stp etf | $1,329,550 | -7.7% | 6,513 | -13.7% | 0.04% | -14.0% |
| ICLN | Sell | ISHARES TRgl clean ene etf | $1,354,105 | -17.9% | 96,860 | -8.6% | 0.04% | -24.6% |
| DFEB | Sell | FIRST TR EXCHNG TRADED FD VIft vest us | $1,351,251 | +0.7% | 34,550 | -3.4% | 0.04% | -8.5% |
| COP | Sell | CONOCOPHILLIPS | $1,337,221 | -13.7% | 10,506 | -21.3% | 0.04% | -20.4% |
| VLO | Buy | VALERO ENERGY CORP | $1,327,647 | +41.1% | 7,778 | +7.4% | 0.04% | +30.3% |
| EWJ | New | ISHARES INCmsci jpn etf new | $1,300,140 | – | 18,222 | +100.0% | 0.04% | – |
| EZU | New | ISHARES INCmsci eurzone etf | $1,302,183 | – | 25,503 | +100.0% | 0.04% | – |
| EWI | New | ISHARES INCmsci italy etf | $1,298,813 | – | 34,433 | +100.0% | 0.04% | – |
| IWV | Sell | ISHARES TRrussell 3000 etf | $1,296,728 | -2.4% | 4,321 | -11.0% | 0.04% | -8.7% |
| DAN | Buy | DANA INC | $1,309,103 | +21.4% | 103,079 | +39.7% | 0.04% | +10.5% |
| PULS | Sell | PGIM ETF TRpgim ultra sh bd | $1,305,420 | -21.9% | 26,266 | -22.4% | 0.04% | -27.6% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,318,779 | -4.2% | 12,034 | -9.5% | 0.04% | -12.5% |
| DXC | New | DXC TECHNOLOGY CO | $1,306,907 | – | 61,617 | +100.0% | 0.04% | – |
| DMAY | Sell | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $1,318,197 | -9.2% | 35,364 | -12.0% | 0.04% | -17.6% |
| ULCC | Buy | FRONTIER GROUP HLDGS INC | $1,316,253 | +123.3% | 162,300 | +50.3% | 0.04% | +100.0% |
| ARW | ARROW ELECTRS INC | $1,319,456 | +5.9% | 10,192 | 0.0% | 0.04% | -2.3% | |
| IYR | New | ISHARES TRu.s. real es etf | $1,306,336 | – | 14,531 | +100.0% | 0.04% | – |
| ALGOMA STL GROUP INC | $1,274,519 | -15.4% | 150,120 | 0.0% | 0.04% | -21.2% | ||
| PPL | Buy | PPL CORP | $1,293,680 | +8.0% | 46,992 | +6.3% | 0.04% | -2.4% |
| MU | MICRON TECHNOLOGY INC | $1,288,864 | +38.1% | 10,933 | 0.0% | 0.04% | +28.1% | |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $1,293,619 | -92.8% | 17,684 | -93.6% | 0.04% | -93.5% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $1,281,365 | +24.6% | 13,794 | +14.8% | 0.04% | +13.9% |
| LUV | Sell | SOUTHWEST AIRLS CO | $1,267,435 | -9.0% | 43,420 | -9.9% | 0.04% | -14.6% |
| VFC | Buy | V F CORP | $1,289,641 | -12.7% | 84,070 | +7.0% | 0.04% | -19.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,289,209 | +11.5% | 6,719 | +4.6% | 0.04% | +2.5% |
| EWG | New | ISHARES INCmsci germany etf | $1,280,541 | – | 40,332 | +100.0% | 0.04% | – |
| EWQ | New | ISHARES INCmsci france etf | $1,253,936 | – | 30,281 | +100.0% | 0.04% | – |
| AVT | Buy | AVNET INC | $1,260,869 | -1.5% | 25,431 | +0.1% | 0.04% | -11.1% |
| ETN | Buy | EATON CORP PLC | $1,235,396 | +85.9% | 3,951 | +43.2% | 0.04% | +73.9% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $1,232,721 | -65.4% | 21,040 | -68.2% | 0.04% | -67.7% |
| INTU | Sell | INTUIT | $1,249,753 | +2.0% | 1,923 | -1.9% | 0.04% | -7.0% |
| DMAR | Buy | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $1,257,587 | +16.0% | 36,034 | +12.5% | 0.04% | +5.3% |
| TFC | Buy | TRUIST FINL CORP | $1,252,457 | +12.3% | 32,131 | +6.4% | 0.04% | +2.6% |
| DSEP | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $1,231,772 | +4.8% | 32,258 | 0.0% | 0.04% | -2.4% | |
| DAUG | Sell | FIRST TR EXCHNG TRADED FD VIft vest u.s. | $1,250,600 | -8.7% | 33,800 | -12.6% | 0.04% | -16.7% |
| IBDP | Sell | ISHARES TRibonds dec24 etf | $1,251,813 | -7.2% | 49,973 | -7.7% | 0.04% | -14.9% |
| AMAT | Sell | APPLIED MATLS INC | $1,219,371 | +26.7% | 5,913 | -0.4% | 0.04% | +18.2% |
| AXL | AMERICAN AXLE & MFG HLDGS IN | $1,212,133 | -16.5% | 164,692 | 0.0% | 0.04% | -22.0% | |
| BUFR | Buy | FIRST TR EXCHNG TRADED FD VIft vest fd of bu | $1,214,359 | +16.5% | 43,432 | +10.7% | 0.04% | +8.3% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $1,230,676 | +16.2% | 22,610 | +11.7% | 0.04% | +5.4% |
| XNTK | Sell | SPDR SER TRnyse tech etf | $1,207,409 | +1.5% | 6,620 | -8.7% | 0.04% | -4.9% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $1,212,843 | -13.6% | 42,171 | -1.4% | 0.04% | -20.4% |
| MSVX | Buy | ETF SER SOLUTIONSlha mkt st alp | $1,213,608 | +153.7% | 50,572 | +151.9% | 0.04% | +129.4% |
| MS | Sell | MORGAN STANLEY | $1,207,372 | -57.3% | 12,823 | -57.7% | 0.04% | -60.2% |
| GOF | Buy | GUGGENHEIM STRATEGIC OPPORTU | $1,225,134 | +51.9% | 85,554 | +35.7% | 0.04% | +39.3% |
| PBF | PBF ENERGY INCcl a | $1,171,377 | +31.0% | 20,347 | 0.0% | 0.04% | +22.6% | |
| IGHG | Buy | PROSHARES TRinvt int rt hg | $1,180,699 | +3.1% | 15,431 | +1.5% | 0.04% | -5.0% |
| WFC | Buy | WELLS FARGO CO NEW | $1,184,166 | +42.9% | 20,431 | +21.3% | 0.04% | +31.0% |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $1,180,399 | +9.9% | 4,953 | 0.0% | 0.04% | +2.7% | |
| AAAU | Sell | GOLDMAN SACHS PHYSICAL GOLDunit | $1,191,110 | +1.8% | 54,166 | -5.4% | 0.04% | -7.3% |
| PBRA | Buy | PETROLEO BRASILEIRO SA PETROsp adr non vtg | $1,193,922 | +6.5% | 80,129 | +9.2% | 0.04% | -2.6% |
| RYI | RYERSON HLDG CORP | $1,184,560 | -3.4% | 35,360 | 0.0% | 0.04% | -11.6% | |
| LNG | Buy | CHENIERE ENERGY INC | $1,175,603 | +17.6% | 7,289 | +24.4% | 0.04% | +8.6% |
| VLUE | Sell | ISHARES TRmsci usa value | $1,156,651 | +6.2% | 10,679 | -0.8% | 0.04% | -2.6% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $1,140,811 | -9.0% | 24,047 | -8.8% | 0.04% | -15.9% |
| FIDU | Buy | FIDELITY COVINGTON TRUSTmsci indl indx | $1,163,873 | +20.6% | 17,164 | +8.9% | 0.04% | +8.8% |
| PSA | Buy | PUBLIC STORAGE | $1,138,782 | +65.0% | 3,926 | +73.5% | 0.04% | +54.2% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $1,142,513 | +6.6% | 23,857 | +5.7% | 0.04% | 0.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,153,289 | -1.7% | 1,984 | -10.3% | 0.04% | -9.8% |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $1,138,247 | – | 26,582 | +100.0% | 0.04% | – |
| PXD | Buy | PIONEER NAT RES CO | $1,127,848 | +21.7% | 4,297 | +4.3% | 0.04% | +12.5% |
| IYE | Sell | ISHARES TRu.s. energy etf | $1,120,191 | +10.7% | 22,676 | -1.1% | 0.04% | +2.9% |
| TX | TERNIUM SAsponsored ads | $1,125,201 | -2.0% | 27,035 | 0.0% | 0.04% | -10.0% | |
| CPRT | Buy | COPART INC | $1,123,185 | +18.5% | 19,392 | +0.3% | 0.04% | +9.1% |
| New | FIRST TR EXCHANGE-TRADED FDlimited duration | $1,115,351 | – | 59,422 | +100.0% | 0.04% | – | |
| LBRT | Sell | LIBERTY ENERGY INC | $1,123,998 | -23.9% | 54,247 | -33.4% | 0.04% | -29.4% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $1,120,420 | -7.0% | 26,332 | -7.8% | 0.04% | -14.3% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $1,113,892 | -6.0% | 20,009 | -10.2% | 0.04% | -12.2% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $1,078,678 | +11.2% | 33,058 | +11.2% | 0.04% | +2.9% |
| PRNT | Sell | ARK ETF TR3d printing etf | $1,078,459 | -3.4% | 47,547 | -1.1% | 0.04% | -10.3% |
| MT | ARCELORMITTAL SA LUXEMBOURGny registry sh | $1,076,999 | -2.9% | 39,050 | 0.0% | 0.04% | -10.3% | |
| DBI | DESIGNER BRANDS INCcl a | $1,083,272 | +23.5% | 99,110 | 0.0% | 0.04% | +12.9% | |
| TPL | Buy | TEXAS PACIFIC LAND CORPORATI | $1,102,778 | +13.5% | 1,906 | +208.4% | 0.04% | +2.9% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $1,076,995 | +26.1% | 37,112 | +25.1% | 0.04% | +16.7% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $1,081,953 | +39.7% | 3,775 | +26.5% | 0.04% | +29.6% |
| NVS | Buy | NOVARTIS AGsponsored adr | $1,048,958 | +13.3% | 10,844 | +18.2% | 0.03% | +6.2% |
| EMN | Sell | EASTMAN CHEM CO | $1,072,634 | +11.0% | 10,703 | -0.5% | 0.03% | 0.0% |
| WHR | Buy | WHIRLPOOL CORP | $1,045,433 | +25.4% | 8,739 | +27.6% | 0.03% | +17.2% |
| F | Buy | FORD MTR CO DEL | $1,062,015 | +17.6% | 79,971 | +7.9% | 0.03% | +9.7% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $1,040,136 | +20.1% | 36,625 | +14.4% | 0.03% | +10.0% |
| GIM | Sell | SABA CAPITAL INCOME & OPPORT | $1,023,884 | -7.0% | 268,032 | -7.8% | 0.03% | -13.2% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $1,025,615 | +6.5% | 12,058 | +1.6% | 0.03% | 0.0% |
| EFSC | ENTERPRISE FINL SVCS CORP | $1,016,768 | -9.2% | 25,068 | 0.0% | 0.03% | -15.4% | |
| Buy | DIMENSIONAL ETF TRUSTus mktwide value | $1,033,401 | +10.0% | 25,267 | +0.1% | 0.03% | 0.0% | |
| BJ | New | BJS WHSL CLUB HLDGS INC | $1,041,474 | – | 13,767 | +100.0% | 0.03% | – |
| AES | Buy | AES CORP | $1,017,522 | +9.2% | 56,750 | +17.2% | 0.03% | +3.1% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $982,464 | +1.5% | 20,710 | +2.3% | 0.03% | -5.9% |
| AZO | Sell | AUTOZONE INC | $992,770 | +16.4% | 315 | -4.5% | 0.03% | +6.7% |
| TSN | Buy | TYSON FOODS INCcl a | $999,321 | +11.4% | 17,016 | +1.9% | 0.03% | +3.2% |
| IYY | Sell | ISHARES TRdow jones us etf | $1,008,148 | +9.4% | 7,871 | -0.4% | 0.03% | 0.0% |
| EXEL | Buy | EXELIXIS INC | $990,205 | +8.7% | 41,728 | +9.9% | 0.03% | 0.0% |
| TMFC | Buy | RBB FD INCmotley fol etf | $992,266 | +31.5% | 20,001 | +18.4% | 0.03% | +23.1% |
| WOOF | New | PETCO HEALTH & WELLNESS CO I | $984,759 | – | 431,912 | +100.0% | 0.03% | – |
| MFMS | Buy | RBB FD INCmotley fool sml | $1,009,746 | +130.9% | 31,678 | +122.1% | 0.03% | +113.3% |
| AJXA | Buy | GREAT AJAX CORP7.25 cv sr nt 24 | $994,108 | +7.6% | 39,908 | +6.2% | 0.03% | 0.0% |
| Buy | PIMCO ETF TRmultisector bd | $958,083 | +165.6% | 37,193 | +164.6% | 0.03% | +138.5% | |
| COWZ | Sell | PACER FDS TRus cash cows 100 | $977,577 | -78.7% | 16,823 | -80.9% | 0.03% | -80.6% |
| Buy | KODIAK GAS SVCS INC | $980,760 | +73.0% | 35,873 | +27.1% | 0.03% | +55.0% | |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $951,798 | +5.7% | 19,338 | +5.6% | 0.03% | 0.0% |
| ESGE | Sell | ISHARES INCesg awr msci em | $970,466 | -27.5% | 30,111 | -27.9% | 0.03% | -34.0% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $955,011 | +96.2% | 10,248 | +79.1% | 0.03% | +82.4% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $976,760 | +41.3% | 5,347 | +30.4% | 0.03% | +29.2% |
| RC | Buy | READY CAPITAL CORP | $954,784 | -10.6% | 104,577 | +0.4% | 0.03% | -16.2% |
| HYLB | Sell | DBX ETF TRxtrack usd high | $969,473 | -16.7% | 27,148 | -17.1% | 0.03% | -24.4% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $981,929 | +19.3% | 11,405 | +12.6% | 0.03% | +6.9% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $980,941 | -0.2% | 12,883 | +13.3% | 0.03% | -8.8% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $971,394 | -13.1% | 9,662 | -13.8% | 0.03% | -20.5% |
| C | Buy | CITIGROUP INC | $953,059 | +95.7% | 15,071 | +59.2% | 0.03% | +82.4% |
| FLQM | Sell | FRANKLIN TEMPLETON ETF TRus mid cp mltfct | $923,232 | -38.5% | 17,270 | -44.7% | 0.03% | -42.3% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $941,171 | +7.1% | 8,621 | -1.4% | 0.03% | -3.2% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $936,779 | -0.8% | 7,166 | -5.1% | 0.03% | -9.1% |
| UNFI | Buy | UNITED NAT FOODS INC | $936,136 | +85.7% | 81,474 | +162.3% | 0.03% | +66.7% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $920,140 | -38.2% | 956 | -43.6% | 0.03% | -42.3% |
| Sell | FIRST TR EXCHNG TRADED FD VIft vest u.s | $920,531 | +0.3% | 24,849 | -2.8% | 0.03% | -6.2% | |
| A | Sell | AGILENT TECHNOLOGIES INC | $920,593 | +1.6% | 6,327 | -2.9% | 0.03% | -6.2% |
| GSBC | Buy | GREAT SOUTHN BANCORP INC | $941,683 | +2.2% | 17,178 | +10.6% | 0.03% | -6.2% |
| CLTL | Buy | INVESCO EXCH TRADED FD TR IIshort term treas | $939,632 | +110.5% | 8,909 | +110.8% | 0.03% | +87.5% |
| IFRA | Buy | ISHARES TRus infrastruc | $918,335 | +28.1% | 21,179 | +18.9% | 0.03% | +16.0% |
| HPQ | Sell | HP INC | $902,508 | -7.3% | 29,865 | -7.7% | 0.03% | -14.7% |
| MKC | Buy | MCCORMICK & CO INC | $901,237 | +17.0% | 11,733 | +4.2% | 0.03% | +7.4% |
| JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $891,239 | -25.1% | 15,532 | -31.3% | 0.03% | -29.3% |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $907,422 | +55.7% | 16,730 | +43.3% | 0.03% | +45.0% | |
| UGA | New | UNITED STS GASOLINE FD LPunits | $904,358 | – | 12,750 | +100.0% | 0.03% | – |
| APD | Buy | AIR PRODS & CHEMS INC | $904,561 | +32.0% | 3,734 | +49.2% | 0.03% | +20.8% |
| SYLD | Buy | CAMBRIA ETF TR | $906,790 | +15.1% | 12,376 | +6.1% | 0.03% | +7.4% |
| FFIN | Sell | FIRST FINL BANKSHARES INC | $900,569 | +4.1% | 27,448 | -3.9% | 0.03% | -3.3% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $912,768 | -16.9% | 9,321 | -16.7% | 0.03% | -23.7% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $905,245 | +43.5% | 52,266 | +39.7% | 0.03% | +31.8% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $906,371 | +5.0% | 13,174 | +1.4% | 0.03% | -3.3% |
| KKR | Buy | KKR & CO INC | $910,752 | +22.3% | 9,055 | +0.7% | 0.03% | +11.5% |
| SCCO | Buy | SOUTHERN COPPER CORP | $858,680 | +66.6% | 8,061 | +34.6% | 0.03% | +55.6% |
| IBTE | Sell | ISHARES TRibonds 24 trm ts | $878,419 | -45.5% | 36,693 | -45.7% | 0.03% | -50.0% |
| MSTB | Sell | ETF SER SOLUTIONSlha mkt st tactl | $876,645 | +0.1% | 27,707 | -9.1% | 0.03% | -6.7% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $865,574 | +16.7% | 6,906 | +8.2% | 0.03% | +7.7% |
| PLD | Sell | PROLOGIS INC. | $885,754 | -16.1% | 6,802 | -14.1% | 0.03% | -24.3% |
| Buy | 2023 ETF SERIES TRUST IIgmo us quality e | $865,458 | +322.1% | 29,140 | +278.4% | 0.03% | +300.0% | |
| BXC | Sell | BLUELINX HLDGS INC | $864,838 | +14.7% | 6,640 | -0.2% | 0.03% | +7.7% |
| JNK | New | SPDR SER TRbloomberg high y | $887,784 | – | 9,325 | +100.0% | 0.03% | – |
| NSC | Sell | NORFOLK SOUTHN CORP | $873,603 | -10.3% | 3,428 | -16.8% | 0.03% | -17.6% |
| MPC | Buy | MARATHON PETE CORP | $867,586 | +39.1% | 4,306 | +2.4% | 0.03% | +27.3% |
| Buy | SHELL PLCspon ads | $846,438 | +4.1% | 12,626 | +2.2% | 0.03% | -3.6% | |
| NEM | Buy | NEWMONT CORP | $848,261 | +0.8% | 23,668 | +16.5% | 0.03% | -6.9% |
| PJAN | Buy | INNOVATOR ETFS TRUSTus eqty pwr buf | $856,022 | +45.5% | 21,888 | +38.5% | 0.03% | +35.0% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $835,254 | -18.9% | 7,318 | -25.7% | 0.03% | -25.0% |
| HDEF | New | DBX ETF TRxtrack msci eafe | $829,578 | – | 33,627 | +100.0% | 0.03% | – |
| IYF | Sell | ISHARES TRu.s. finls etf | $841,418 | +10.9% | 8,797 | -1.0% | 0.03% | +3.8% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $843,031 | +9.0% | 33,348 | +10.5% | 0.03% | 0.0% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $839,152 | +48.7% | 7,594 | +38.5% | 0.03% | +35.0% |
| Sell | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $843,896 | -10.3% | 25,101 | -12.2% | 0.03% | -18.2% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $856,185 | -10.9% | 4,333 | -2.7% | 0.03% | -18.2% |
| FISV | Buy | FISERV INC | $829,306 | +22.4% | 5,189 | +1.7% | 0.03% | +12.5% |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $840,888 | -3.6% | 32,230 | -1.5% | 0.03% | -10.0% |
| CSL | Buy | CARLISLE COS INC | $851,329 | +72.3% | 2,173 | +37.4% | 0.03% | +58.8% |
| SCHW | Buy | SCHWAB CHARLES CORP | $841,019 | +9.9% | 11,626 | +4.6% | 0.03% | 0.0% |
| DOW | Buy | DOW INC | $841,228 | +18.7% | 14,521 | +12.4% | 0.03% | +8.0% |
| VDE | Buy | VANGUARD WORLD FDenergy etf | $833,825 | +35.5% | 6,331 | +20.7% | 0.03% | +28.6% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $836,882 | +18.6% | 11,807 | +0.9% | 0.03% | +8.0% |
| BUFD | Buy | FIRST TR EXCHNG TRADED FD VIvest fund of dep | $855,138 | +17.6% | 36,250 | +13.2% | 0.03% | +8.0% |
| Sell | BROOKFIELD ASSET MANAGMT LTD | $811,015 | +0.4% | 19,301 | -4.0% | 0.03% | -7.1% | |
| HYBB | Buy | ISHARES TRbb rat corp bd | $805,195 | +2.5% | 17,410 | +2.0% | 0.03% | -3.7% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $821,391 | +12.9% | 9,160 | +12.1% | 0.03% | +4.0% |
| OMC | Buy | OMNICOM GROUP INC | $807,360 | +69.0% | 8,344 | +51.1% | 0.03% | +52.9% |
| ASML | Buy | ASML HOLDING N V | $821,356 | +72.7% | 846 | +34.7% | 0.03% | +52.9% |
| SOXX | Buy | ISHARES TRishares semicdtr | $803,362 | -44.5% | 3,556 | +41.6% | 0.03% | -48.0% |
| IP | Buy | INTERNATIONAL PAPER CO | $820,848 | +14.8% | 21,037 | +6.4% | 0.03% | +4.0% |
| JPSE | Sell | J P MORGAN EXCHANGE TRADED Fdiversfd eqt etf | $799,196 | -54.4% | 17,681 | -55.5% | 0.03% | -57.4% |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $795,452 | -5.4% | 5,173 | -2.8% | 0.03% | -10.3% |
| BSRR | SIERRA BANCORP | $808,869 | -10.4% | 40,043 | 0.0% | 0.03% | -16.1% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $821,837 | +1.4% | 11,741 | +4.9% | 0.03% | -7.1% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $823,881 | +31.3% | 2,828 | +39.9% | 0.03% | +18.2% |
| BDX | Buy | BECTON DICKINSON & CO | $801,637 | +5.3% | 3,240 | +3.8% | 0.03% | 0.0% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $819,709 | +58.6% | 282 | +24.8% | 0.03% | +44.4% |
| IYJ | Buy | ISHARES TRus industrials | $772,918 | +10.5% | 6,148 | +0.5% | 0.02% | +4.2% |
| GDEN | GOLDEN ENTMT INC | $788,549 | -7.8% | 21,411 | 0.0% | 0.02% | -16.7% | |
| BKNG | Buy | BOOKING HOLDINGS INC | $780,222 | +8.9% | 215 | +6.4% | 0.02% | 0.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $768,793 | +17.6% | 11,347 | +16.9% | 0.02% | +8.7% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $784,273 | +39.5% | 34,084 | +4.1% | 0.02% | +25.0% |
| IXN | Sell | ISHARES TRglobal tech etf | $792,492 | -1.6% | 10,593 | -10.3% | 0.02% | -10.7% |
| LMNR | Sell | LIMONEIRA CO | $782,400 | -5.4% | 40,000 | -0.3% | 0.02% | -13.8% |
| MOH | Buy | MOLINA HEALTHCARE INC | $773,593 | +23.6% | 1,883 | +8.7% | 0.02% | +13.6% |
| TMUS | Sell | T-MOBILE US INC | $789,885 | -46.4% | 4,839 | -47.3% | 0.02% | -51.0% |
| COIN | Buy | COINBASE GLOBAL INC | $764,606 | +217.7% | 2,884 | +108.4% | 0.02% | +212.5% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $788,253 | +16.4% | 5,794 | -11.0% | 0.02% | +4.2% |
| IQDG | Buy | WISDOMTREE TRintl qulty div | $772,711 | +6.9% | 20,302 | +1.9% | 0.02% | 0.0% |
| VPU | Sell | VANGUARD WORLD FDutilities etf | $775,696 | -0.6% | 5,440 | -4.4% | 0.02% | -7.4% |
| BIIB | Buy | BIOGEN INC | $764,193 | -15.5% | 3,544 | +1.4% | 0.02% | -19.4% |
| ITA | Sell | ISHARES TRus aer def etf | $790,324 | -7.9% | 5,990 | -11.6% | 0.02% | -16.7% |
| FDHY | Sell | FIDELITY COVINGTON TRUSThigh yild etf | $794,332 | -0.1% | 16,549 | -0.3% | 0.02% | -10.7% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $736,256 | +1.2% | 14,952 | -2.9% | 0.02% | -4.0% |
| ZTS | Buy | ZOETIS INCcl a | $761,666 | +21.3% | 4,501 | +41.5% | 0.02% | +9.1% |
| Buy | DIMENSIONAL ETF TRUSTus small cap val | $756,564 | +42.0% | 25,135 | +37.4% | 0.02% | +26.3% | |
| ORI | Sell | OLD REP INTL CORP | $750,976 | +1.0% | 24,446 | -3.4% | 0.02% | -7.7% |
| IRT | Buy | INDEPENDENCE RLTY TR INC | $745,363 | +11.9% | 46,210 | +6.1% | 0.02% | +4.3% |
| OKE | Sell | ONEOK INC NEW | $736,483 | +9.1% | 9,187 | -4.5% | 0.02% | +4.3% |
| MATX | Buy | MATSON INC | $756,677 | +2.7% | 6,732 | +0.2% | 0.02% | -7.7% |
| USAC | Buy | USA COMPRESSION PARTNERS LP | $751,628 | +18.7% | 28,183 | +1.6% | 0.02% | +9.1% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $760,936 | +13.7% | 23,277 | +14.2% | 0.02% | +4.3% |
| MAIN | Buy | MAIN STR CAP CORP | $752,676 | +14.1% | 15,909 | +4.2% | 0.02% | +4.3% |
| LGOV | New | FIRST TR EXCHANGE-TRADED FDlng dur oprtun | $761,363 | – | 35,611 | +100.0% | 0.02% | – |
| SYY | Sell | SYSCO CORP | $704,710 | -16.9% | 8,681 | -25.2% | 0.02% | -23.3% |
| FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $725,332 | +5.3% | 5,380 | 0.0% | 0.02% | -4.2% | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $706,009 | +5.9% | 2,631 | +3.4% | 0.02% | 0.0% |
| DOV | Buy | DOVER CORP | $714,204 | +16.9% | 4,031 | +1.5% | 0.02% | +9.5% |
| CMI | Buy | CUMMINS INC | $708,633 | +39.7% | 2,405 | +13.6% | 0.02% | +27.8% |
| UAL | Sell | UNITED AIRLS HLDGS INC | $718,822 | +16.0% | 15,013 | -0.0% | 0.02% | +4.5% |
| QQQE | Sell | DIREXION SHS ETF TRnas100 eql wgt | $731,292 | -49.9% | 8,198 | -52.5% | 0.02% | -54.9% |
| DFAE | Sell | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $721,466 | -91.0% | 29,186 | -91.3% | 0.02% | -91.8% |
| Sell | ISHARES TRibonds dec 2032 | $728,673 | -9.2% | 32,143 | -7.5% | 0.02% | -17.9% | |
| EIX | Buy | EDISON INTL | $704,647 | +0.7% | 9,962 | +1.7% | 0.02% | -4.2% |
| IBDS | Buy | ISHARES TRibonds 27 etf | $680,070 | +8.9% | 28,574 | +9.5% | 0.02% | 0.0% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $688,466 | +6.2% | 16,911 | +2.3% | 0.02% | -4.3% |
| IWR | Sell | ISHARES TRrus mid cap etf | $695,644 | +5.2% | 8,273 | -2.7% | 0.02% | -4.3% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $686,209 | +9.0% | 9,007 | +0.5% | 0.02% | 0.0% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $700,844 | +14.4% | 6,952 | +3.3% | 0.02% | +4.8% |
| HTD | Sell | HANCOCK JOHN TAX-ADVANTAGED | $676,321 | +1.7% | 34,401 | -1.9% | 0.02% | -4.3% |
| GSSC | Buy | GOLDMAN SACHS ETF TRactivebeta us | $693,787 | +9.9% | 10,584 | +5.8% | 0.02% | 0.0% |
| IXUS | Sell | ISHARES TRcore msci total | $686,862 | -67.1% | 10,122 | -68.5% | 0.02% | -69.9% |
| BNDC | New | FLEXSHARES TRcre slct bd fd | $691,299 | – | 31,337 | +100.0% | 0.02% | – |
| MCK | Buy | MCKESSON CORP | $680,464 | +20.4% | 1,268 | +3.9% | 0.02% | +10.0% |
| FTC | Buy | FIRST TRUST LRGCP GWT ALPHAD | $673,602 | +12.7% | 5,464 | +0.2% | 0.02% | +4.8% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $672,158 | -5.3% | 3,065 | +75.0% | 0.02% | -12.0% |
| ROST | Buy | ROSS STORES INC | $679,188 | +7.5% | 4,628 | +1.3% | 0.02% | 0.0% |
| KRE | Sell | SPDR SER TRs&p regl bkg | $643,525 | -4.5% | 12,799 | -0.4% | 0.02% | -8.7% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $655,778 | -17.9% | 20,739 | -19.4% | 0.02% | -25.0% |
| EMD | Buy | WESTERN ASSET EMERGING MKTS | $642,603 | +6.7% | 66,868 | +2.3% | 0.02% | 0.0% |
| MTB | Buy | M & T BK CORP | $654,127 | +103.7% | 4,498 | +92.0% | 0.02% | +90.9% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $662,846 | -43.2% | 31,340 | -43.1% | 0.02% | -48.8% |
| FRDM | Sell | EA SERIES TRUSTfreedom 100 em | $665,324 | -13.2% | 19,725 | -15.3% | 0.02% | -22.2% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $646,973 | -10.5% | 5,587 | -9.5% | 0.02% | -16.0% |
| MELI | Buy | MERCADOLIBRE INC | $641,071 | +51.6% | 424 | +57.6% | 0.02% | +40.0% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $644,231 | +20.8% | 10,107 | +41.1% | 0.02% | +10.5% |
| Sell | CAPITAL GRP FIXED INCM ETF Tshort duration | $653,004 | -14.7% | 25,714 | -14.5% | 0.02% | -22.2% | |
| MPV | Buy | BARINGS PARTN INVSsh ben int | $656,108 | +13.6% | 40,701 | +10.0% | 0.02% | +5.0% |
| STWD | Buy | STARWOOD PPTY TR INC | $631,147 | +8.4% | 31,045 | +12.1% | 0.02% | 0.0% |
| SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $629,155 | -31.2% | 14,170 | -34.3% | 0.02% | -37.5% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $622,821 | -68.6% | 12,908 | -68.6% | 0.02% | -71.0% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $634,108 | +61.7% | 3,993 | +58.1% | 0.02% | +42.9% |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $610,934 | -14.5% | 34,458 | -18.2% | 0.02% | -20.0% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $611,106 | +10.6% | 8,646 | +0.8% | 0.02% | +5.3% |
| IYH | Buy | ISHARES TRus hlthcare etf | $619,200 | -3.9% | 10,003 | +344.2% | 0.02% | -9.1% |
| WRB | Buy | BERKLEY W R CORP | $612,190 | +46.2% | 6,922 | +16.9% | 0.02% | +33.3% |
| SPGI | Buy | S&P GLOBAL INC | $625,654 | +1.7% | 1,471 | +5.4% | 0.02% | -4.8% |
| UNM | Buy | UNUM GROUP | $609,000 | +38.8% | 11,349 | +17.0% | 0.02% | +33.3% |
| ULTA | Buy | ULTA BEAUTY INC | $632,162 | +159.6% | 1,209 | +143.3% | 0.02% | +150.0% |
| Buy | KENVUE INC | $619,497 | +171.3% | 28,868 | +172.2% | 0.02% | +150.0% | |
| Buy | ISHARES TRibonds 28 tr hi | $627,362 | +28.1% | 26,879 | +27.8% | 0.02% | +17.6% | |
| PGR | Sell | PROGRESSIVE CORP | $615,394 | +26.0% | 2,976 | -2.9% | 0.02% | +17.6% |
| PSC | Sell | PRINCIPAL EXCHANGE TRADED FDprin u s small | $622,647 | -63.5% | 12,560 | -66.2% | 0.02% | -66.1% |
| JRS | Buy | NUVEEN REAL ESTATE INCOME FD | $607,067 | +14.4% | 76,844 | +13.2% | 0.02% | +5.6% |
| FALN | Buy | ISHARES TRfaln angls usd | $592,627 | +48.6% | 22,064 | +46.1% | 0.02% | +35.7% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $593,983 | +9.2% | 2,278 | +1.2% | 0.02% | 0.0% |
| ILF | New | ISHARES TRlatn amer 40 etf | $595,135 | – | 20,926 | +100.0% | 0.02% | – |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $597,921 | +60.0% | 12,716 | +44.8% | 0.02% | +46.2% |
| USRT | Sell | ISHARES TRcre u s reit etf | $585,254 | -30.9% | 10,878 | -30.3% | 0.02% | -34.5% |
| AME | Buy | AMETEK INC | $586,388 | +67.6% | 3,206 | +51.1% | 0.02% | +58.3% |
| ADI | Buy | ANALOG DEVICES INC | $586,671 | +9.2% | 2,966 | +9.6% | 0.02% | 0.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $588,337 | -26.7% | 8,131 | -21.5% | 0.02% | -32.1% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $600,626 | -1.9% | 12,655 | -12.1% | 0.02% | -9.5% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $579,878 | +148.0% | 1,453 | +109.7% | 0.02% | +137.5% |
| ICVT | Sell | ISHARES TRconv bd etf | $597,399 | -70.4% | 7,483 | -70.8% | 0.02% | -72.9% |
| LGLV | Sell | SPDR SER TRssga us lrg etf | $590,498 | -22.8% | 3,792 | -28.1% | 0.02% | -29.6% |
| NAC | Buy | NUVEEN CA QUALTY MUN INCOME | $607,648 | +5.0% | 55,140 | +5.7% | 0.02% | -5.0% |
| IBDR | Buy | ISHARES TRibonds dec2026 | $581,060 | +7.8% | 24,363 | +8.1% | 0.02% | 0.0% |
| EPP | New | ISHARES INCmsci pac jp etf | $601,566 | – | 14,052 | +100.0% | 0.02% | – |
| SHW | Sell | SHERWIN WILLIAMS CO | $580,743 | +8.5% | 1,672 | -2.6% | 0.02% | 0.0% |
| ABNB | Buy | AIRBNB INC | $590,227 | +65.2% | 3,578 | +36.3% | 0.02% | +58.3% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $599,830 | +28.7% | 10,518 | +24.9% | 0.02% | +18.8% |
| FTA | Buy | FIRST TR LRG CP VL ALPHADEX | $553,373 | +9.4% | 7,245 | +1.5% | 0.02% | 0.0% |
| TMAT | Buy | NORTHERN LTS FD TR IVmain thematc in | $561,887 | +66.0% | 32,055 | +55.2% | 0.02% | +50.0% |
| WU | Sell | WESTERN UN CO | $567,221 | -25.0% | 40,574 | -36.1% | 0.02% | -30.8% |
| BIO | New | BIO RAD LABS INCcl a | $555,813 | – | 1,607 | +100.0% | 0.02% | – |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $561,115 | +4.7% | 6,488 | +7.0% | 0.02% | -5.3% |
| DPZ | Sell | DOMINOS PIZZA INC | $555,471 | +19.6% | 1,118 | -0.8% | 0.02% | +12.5% |
| DJUN | Sell | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $571,590 | -16.0% | 14,281 | -20.3% | 0.02% | -25.0% |
| JHX | Sell | JAMES HARDIE INDS PLCsponsored adr | $558,267 | +1.7% | 13,798 | -2.8% | 0.02% | -5.3% |
| IXC | Sell | ISHARES TRglobal energ etf | $546,027 | -42.3% | 12,713 | -47.5% | 0.02% | -45.5% |
| SQ | Sell | BLOCK INCcl a | $559,920 | +1.0% | 6,620 | -7.6% | 0.02% | -5.3% |
| Buy | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $571,200 | +22.9% | 15,920 | +18.1% | 0.02% | +12.5% | |
| IBDT | Buy | ISHARES TRibds dec28 etf | $565,226 | +12.2% | 22,695 | +13.1% | 0.02% | 0.0% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $572,788 | -86.3% | 6,277 | -88.1% | 0.02% | -87.7% |
| CME | New | CME GROUP INC | $571,236 | – | 2,653 | +100.0% | 0.02% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $565,017 | – | 3,665 | +100.0% | 0.02% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $569,967 | – | 6,205 | +100.0% | 0.02% | – |
| Buy | WISDOMTREE TRfloatng rat trea | $553,301 | +63.1% | 11,002 | +62.9% | 0.02% | +50.0% | |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $573,284 | -61.3% | 19,460 | -62.1% | 0.02% | -65.4% |
| ACWI | ISHARES TRmsci acwi etf | $571,795 | +8.2% | 5,192 | 0.0% | 0.02% | 0.0% | |
| DVN | Buy | DEVON ENERGY CORP NEW | $552,818 | +52.4% | 11,017 | +37.6% | 0.02% | +38.5% |
| Sell | FIDELITY COVINGTON TRUSTenhanced intl | $554,321 | -3.2% | 19,416 | -10.1% | 0.02% | -10.0% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $527,239 | +9.7% | 5,311 | -1.2% | 0.02% | 0.0% |
| MET | Buy | METLIFE INC | $524,339 | +36.9% | 7,075 | +22.2% | 0.02% | +30.8% |
| GHYG | Buy | ISHARES INCus intl hgh yld | $541,243 | +3.7% | 12,259 | +3.9% | 0.02% | -5.6% |
| LTPZ | Sell | PIMCO ETF TR15+ yr us tips | $519,208 | -3.9% | 9,345 | -2.0% | 0.02% | -10.5% |
| ZUMZ | ZUMIEZ INC | $523,144 | -25.3% | 34,440 | 0.0% | 0.02% | -29.2% | |
| EELV | Sell | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $534,228 | -13.3% | 22,362 | -12.7% | 0.02% | -19.0% |
| PID | Buy | INVESCO EXCHANGE TRADED FD Tintl divi achi | $539,329 | +0.6% | 29,090 | +0.2% | 0.02% | -10.5% |
| IBTJ | Sell | ISHARES TRibonds 29 trm ts | $523,579 | -9.6% | 24,353 | -8.5% | 0.02% | -15.0% |
| Buy | GSK PLCsponsored adr | $526,383 | +40.6% | 12,279 | +21.5% | 0.02% | +30.8% | |
| PJUL | INNOVATOR ETFS TRUSTus eqty pwr buf | $542,734 | +4.9% | 14,290 | 0.0% | 0.02% | -5.6% | |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $541,322 | +12.3% | 4,997 | +16.5% | 0.02% | 0.0% |
| FDEC | Sell | FIRST TR EXCHNG TRADED FD VIft vest uq eqt | $536,966 | +5.5% | 13,030 | -0.2% | 0.02% | -5.6% |
| CL | Buy | COLGATE PALMOLIVE CO | $518,240 | +19.6% | 5,755 | +5.8% | 0.02% | +13.3% |
| DLR | Sell | DIGITAL RLTY TR INC | $524,990 | -28.2% | 3,645 | -32.9% | 0.02% | -32.0% |
| FSK | Sell | FS KKR CAP CORP | $526,070 | -23.6% | 27,586 | -20.0% | 0.02% | -29.2% |
| TSCO | Sell | TRACTOR SUPPLY CO | $538,743 | +20.0% | 2,058 | -1.4% | 0.02% | +6.2% |
| IYK | Buy | ISHARES TRus consm staples | $519,754 | +6.0% | 7,685 | +200.3% | 0.02% | 0.0% |
| CFO | Sell | VICTORY PORTFOLIOS II | $535,754 | +6.2% | 8,124 | -2.3% | 0.02% | -5.6% |
| PAUG | INNOVATOR ETFS TRUSTus eqty pwr bf | $504,594 | +6.0% | 14,262 | 0.0% | 0.02% | -5.9% | |
| IBDW | Buy | ISHARES TRibonds dec 2031 | $510,713 | +96.3% | 24,925 | +99.0% | 0.02% | +77.8% |
| FJAN | New | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $514,003 | – | 12,244 | +100.0% | 0.02% | – |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $508,826 | +14.8% | 20,509 | +14.5% | 0.02% | +6.7% |
| AB | Sell | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $492,201 | +8.7% | 14,168 | -2.9% | 0.02% | 0.0% |
| SHYD | VANECK ETF TRUSTshrt hgh yld mun | $491,519 | +1.3% | 21,933 | 0.0% | 0.02% | -5.9% | |
| VST | New | VISTRA CORP | $501,888 | – | 7,206 | +100.0% | 0.02% | – |
| VMC | Buy | VULCAN MATLS CO | $498,342 | +23.8% | 1,826 | +3.0% | 0.02% | +14.3% |
| Buy | NORTHERN LTS FD TR IVmain buywrite | $504,874 | +61.7% | 36,933 | +59.4% | 0.02% | +45.5% | |
| QQQX | Sell | NUVEEN NASDAQ 100 DYNAMIC OV | $496,252 | +3.1% | 20,557 | -1.1% | 0.02% | -5.9% |
| Sell | BUNGE GLOBAL SA | $499,580 | -24.8% | 4,873 | -25.9% | 0.02% | -30.4% | |
| GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $502,000 | – | 10,062 | +100.0% | 0.02% | – |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $491,536 | -2.6% | 8,485 | -4.8% | 0.02% | -11.1% |
| CELH | New | CELSIUS HLDGS INC | $495,862 | – | 5,980 | +100.0% | 0.02% | – |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $464,710 | -4.4% | 686 | -11.0% | 0.02% | -11.8% |
| New | JACKSON FINANCIAL INC | $469,791 | – | 7,103 | +100.0% | 0.02% | – | |
| ACWV | Sell | ISHARES INCmsci gbl min vol | $469,925 | -1.2% | 4,464 | -5.8% | 0.02% | -11.8% |
| ED | Buy | CONSOLIDATED EDISON INC | $467,262 | +8.4% | 5,145 | +8.6% | 0.02% | 0.0% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $456,972 | +9.2% | 2,920 | -0.4% | 0.02% | 0.0% |
| ACM | Sell | AECOM | $466,683 | +6.1% | 4,758 | -0.0% | 0.02% | 0.0% |
| SLB | Buy | SCHLUMBERGER LTD | $470,094 | +120.6% | 8,577 | +109.5% | 0.02% | +114.3% |
| GMOM | Buy | CAMBRIA ETF TRglb moment etf | $472,669 | +41.0% | 16,240 | +33.2% | 0.02% | +25.0% |
| REM | ISHARES TRmortge rel etf | $480,487 | -1.5% | 20,675 | 0.0% | 0.02% | -11.8% | |
| IIPR | Sell | INNOVATIVE INDL PPTYS INC | $459,900 | +1.2% | 4,442 | -1.4% | 0.02% | -6.2% |
| PPH | New | VANECK ETF TRUSTpharmaceutcl etf | $481,889 | – | 5,313 | +100.0% | 0.02% | – |
| IDU | Buy | ISHARES TRu.s. utilits etf | $466,958 | +13.6% | 5,525 | +7.5% | 0.02% | +7.1% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $470,680 | +10.1% | 2,285 | +1.3% | 0.02% | 0.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $469,566 | +37.8% | 3,417 | +28.7% | 0.02% | +25.0% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $476,159 | +2.9% | 5,308 | +3.4% | 0.02% | -6.2% |
| New | GRAYSCALE BITCOIN TR BTC | $478,197 | – | 7,570 | +100.0% | 0.02% | – | |
| DJUL | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $456,966 | +6.0% | 11,814 | 0.0% | 0.02% | 0.0% | |
| CCI | Sell | CROWN CASTLE INC | $483,171 | -22.4% | 4,566 | -15.5% | 0.02% | -31.8% |
| AVMU | AMERICAN CENTY ETF TRcore muni fxd in | $477,020 | -0.7% | 10,242 | 0.0% | 0.02% | -11.8% | |
| DG | Sell | DOLLAR GEN CORP NEW | $468,116 | -24.1% | 3,000 | -33.9% | 0.02% | -28.6% |
| LEN | Sell | LENNAR CORPcl a | $473,362 | -31.2% | 2,752 | -40.3% | 0.02% | -37.5% |
| SNPS | Buy | SYNOPSYS INC | $470,345 | +18.0% | 823 | +6.3% | 0.02% | +7.1% |
| QLYS | Buy | QUALYS INC | $482,254 | +23.0% | 2,890 | +44.6% | 0.02% | +7.1% |
| KHC | Buy | KRAFT HEINZ CO | $471,529 | +15.0% | 12,779 | +15.3% | 0.02% | +7.1% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $458,999 | +1.4% | 10,664 | -0.6% | 0.02% | -6.2% |
| APH | Buy | AMPHENOL CORP NEWcl a | $426,121 | +22.8% | 3,694 | +5.5% | 0.01% | +16.7% |
| SPWH | SPORTSMANS WHSE HLDGS INC | $430,704 | -27.0% | 138,490 | 0.0% | 0.01% | -33.3% | |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $436,007 | +25.7% | 6,366 | +6.1% | 0.01% | +16.7% |
| Buy | ISHARES TRibonds dec 2032 | $423,482 | +55.5% | 17,069 | +58.1% | 0.01% | +55.6% | |
| CNC | Buy | CENTENE CORP DEL | $432,739 | +10.2% | 5,514 | +4.2% | 0.01% | 0.0% |
| VWOB | Buy | VANGUARD WHITEHALL FDSem mk gov bd etf | $423,081 | +9.5% | 6,626 | +9.3% | 0.01% | +7.7% |
| USSG | New | DBX ETF TRxtrckr msci us | $438,169 | – | 8,877 | +100.0% | 0.01% | – |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $443,196 | +36.5% | 1,637 | +27.1% | 0.01% | +27.3% |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $425,233 | – | 3,864 | +100.0% | 0.01% | – |
| Sell | LINDE PLC | $434,858 | +4.1% | 937 | -7.9% | 0.01% | -6.7% | |
| NUSC | Sell | NUSHARES ETF TRnuveen esg smlcp | $422,352 | +5.8% | 10,155 | -0.6% | 0.01% | 0.0% |
| NUDM | Sell | NUSHARES ETF TRnuveen esg intl | $446,662 | +0.5% | 14,376 | -4.9% | 0.01% | -6.7% |
| UBER | New | UBER TECHNOLOGIES INC | $434,879 | – | 5,649 | +100.0% | 0.01% | – |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $426,863 | -6.3% | 7,023 | -0.3% | 0.01% | -12.5% |
| HGBL | HERITAGE GLOBAL INC | $442,279 | -5.0% | 167,530 | 0.0% | 0.01% | -12.5% | |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $445,800 | +56.9% | 1,767 | +40.2% | 0.01% | +40.0% |
| SUSL | New | ISHARES TResg msci leadr | $438,561 | – | 4,673 | +100.0% | 0.01% | – |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $428,227 | +22.0% | 10,757 | +5.6% | 0.01% | +16.7% |
| CINF | Sell | CINCINNATI FINL CORP | $441,320 | +19.6% | 3,554 | -0.3% | 0.01% | +7.7% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $448,541 | +14.2% | 1,651 | +1.7% | 0.01% | 0.0% |
| RBLX | Buy | ROBLOX CORPcl a | $435,557 | +72.9% | 11,408 | +107.0% | 0.01% | +55.6% |
| Sell | JACOBS SOLUTIONS INC | $433,386 | +14.2% | 2,819 | -3.6% | 0.01% | +7.7% | |
| VTC | Sell | VANGUARD SCOTTSDALE FDStotal corp bnd | $450,237 | -2.0% | 5,876 | -0.9% | 0.01% | -12.5% |
| VOX | Buy | VANGUARD WORLD FD | $451,870 | +19.0% | 3,444 | +6.8% | 0.01% | +7.7% |
| RPM | Buy | RPM INTL INC | $425,243 | +6.7% | 3,575 | +0.1% | 0.01% | 0.0% |
| DKS | Sell | DICKS SPORTING GOODS INC | $431,233 | -4.1% | 1,918 | -37.3% | 0.01% | -12.5% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $433,767 | +79.8% | 6,302 | +76.0% | 0.01% | +75.0% |
| GRMN | Sell | GARMIN LTD | $450,156 | -36.6% | 3,024 | -45.2% | 0.01% | -44.0% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $428,838 | -15.1% | 10,439 | -16.9% | 0.01% | -22.2% |
| TTD | Buy | THE TRADE DESK INC | $414,021 | +27.8% | 4,736 | +5.2% | 0.01% | +18.2% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $412,041 | +16.0% | 365 | -2.4% | 0.01% | +8.3% |
| FEMS | Sell | FIRST TR EXCH TRD ALPHDX FDem sml cp alph | $401,539 | -27.9% | 10,373 | -28.4% | 0.01% | -31.6% |
| HRL | Buy | HORMEL FOODS CORP | $390,684 | +13.7% | 11,198 | +4.6% | 0.01% | +8.3% |
| UGI | Buy | UGI CORP NEW | $398,493 | +15.7% | 16,239 | +15.9% | 0.01% | +8.3% |
| PAYX | Buy | PAYCHEX INC | $396,261 | +40.9% | 3,227 | +36.6% | 0.01% | +30.0% |
| FTXN | Buy | FIRST TR EXCHANGE-TRADED FDnasdq oil gas | $416,147 | +25.0% | 12,885 | +9.5% | 0.01% | +8.3% |
| TDSC | Sell | EXCHANGE LISTED FDS TRcabana target 10 | $391,435 | -71.0% | 16,135 | -72.2% | 0.01% | -72.3% |
| YUM | Buy | YUM BRANDS INC | $408,235 | +7.6% | 2,944 | +1.4% | 0.01% | 0.0% |
| ALK | Sell | ALASKA AIR GROUP INC | $403,375 | -8.3% | 9,383 | -16.6% | 0.01% | -13.3% |
| PNW | New | PINNACLE WEST CAP CORP | $416,092 | – | 5,568 | +100.0% | 0.01% | – |
| KNG | Buy | FIRST TR EXCHANGE-TRADED FDft vest s&p 500 | $409,083 | +10.4% | 7,617 | +6.2% | 0.01% | 0.0% |
| CSX | Sell | CSX CORP | $408,863 | +5.5% | 11,029 | -1.3% | 0.01% | 0.0% |
| CB | Sell | CHUBB LIMITED | $409,677 | -4.6% | 1,581 | -16.8% | 0.01% | -13.3% |
| PIO | Buy | INVESCO EXCH TRADED FD TR IIglobal water | $408,647 | +10.2% | 9,479 | +1.1% | 0.01% | 0.0% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $398,925 | -1.6% | 2,551 | +0.1% | 0.01% | -7.1% |
| KYN | Buy | KAYNE ANDERSON ENERGY INFRST | $394,818 | +14.0% | 39,442 | +0.0% | 0.01% | +8.3% |
| POCT | INNOVATOR ETFS TRUSTus eqty pwr buf | $417,144 | +3.8% | 11,127 | 0.0% | 0.01% | -7.1% | |
| New | ISHARES TRparis algnd clim | $420,889 | – | 7,397 | +100.0% | 0.01% | – | |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $392,697 | +4.8% | 15,286 | +3.2% | 0.01% | 0.0% |
| FAUG | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $404,487 | +5.5% | 9,433 | 0.0% | 0.01% | 0.0% | |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $415,026 | +19.0% | 6,301 | +13.2% | 0.01% | +8.3% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $405,616 | -1.1% | 729 | -9.8% | 0.01% | -7.1% |
| WTBA | Buy | WEST BANCORPORATION INCcap stk | $411,042 | -2.6% | 23,053 | +15.9% | 0.01% | -13.3% |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $362,062 | -48.4% | 3,329 | -43.8% | 0.01% | -50.0% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $375,050 | -51.8% | 6,220 | -53.6% | 0.01% | -55.6% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $383,447 | +9.1% | 27,487 | -0.5% | 0.01% | 0.0% |
| Buy | RB GLOBAL INC | $371,646 | +16.1% | 4,879 | +1.9% | 0.01% | +9.1% | |
| PRK | PARK NATL CORP | $361,633 | +2.3% | 2,662 | 0.0% | 0.01% | 0.0% | |
| TRV | New | TRAVELERS COMPANIES INC | $365,125 | – | 1,587 | +100.0% | 0.01% | – |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $378,632 | -4.2% | 23,172 | +8.7% | 0.01% | -14.3% |
| MPLX | Buy | MPLX LP | $376,892 | +16.7% | 9,069 | +3.1% | 0.01% | +9.1% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $389,328 | +77.3% | 2,409 | +69.9% | 0.01% | +50.0% |
| Sell | CAPITAL GROUP CORE EQUITY ET | $387,448 | +0.2% | 12,434 | -9.0% | 0.01% | -7.7% | |
| New | FIDELITY WISE ORIGIN BITCOIN | $385,579 | – | 6,213 | +100.0% | 0.01% | – | |
| FNCL | Sell | FIDELITY COVINGTON TRUSTmsci finls idx | $372,782 | -70.9% | 6,276 | -73.8% | 0.01% | -73.3% |
| Sell | CAPITAL GRP FIXED INCM ETF Tus multi-sector | $376,191 | -2.7% | 13,912 | -2.9% | 0.01% | -7.7% | |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $364,340 | -19.2% | 2,981 | -12.8% | 0.01% | -25.0% |
| LEMB | Sell | ISHARES INCjp morgan em etf | $378,659 | -3.6% | 10,496 | -1.9% | 0.01% | -14.3% |
| BBUS | J P MORGAN EXCHANGE TRADED Fbetabuildrs us | $381,686 | +9.9% | 4,042 | 0.0% | 0.01% | 0.0% | |
| CVE | Sell | CENOVUS ENERGY INC | $359,980 | -25.0% | 18,008 | -37.5% | 0.01% | -29.4% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $373,557 | -36.3% | 7,316 | -36.8% | 0.01% | -40.0% |
| DRI | Buy | DARDEN RESTAURANTS INC | $375,184 | +23.3% | 2,245 | +21.2% | 0.01% | +9.1% |
| VTR | Buy | VENTAS INC | $365,769 | -8.5% | 8,401 | +4.8% | 0.01% | -14.3% |
| SIVR | Sell | ABRDN SILVER ETF TRUST | $359,888 | +3.7% | 15,115 | -0.8% | 0.01% | 0.0% |
| FMAT | Buy | FIDELITY COVINGTON TRUSTmsci matls index | $375,245 | +36.1% | 7,165 | +26.7% | 0.01% | +20.0% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $366,212 | -0.7% | 5,073 | -8.7% | 0.01% | -7.7% |
| FPEI | Buy | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $367,632 | +41.1% | 20,177 | +38.1% | 0.01% | +33.3% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $372,443 | +3.7% | 1,816 | -5.7% | 0.01% | 0.0% |
| CACI | Buy | CACI INTL INCcl a | $359,131 | +22.8% | 948 | +5.0% | 0.01% | +20.0% |
| AVEM | AMERICAN CENTY ETF TRavantis emgmkt | $373,712 | +2.8% | 6,448 | 0.0% | 0.01% | -7.7% | |
| JUST | Buy | GOLDMAN SACHS ETF TRjust us lrg cp | $370,066 | +13.1% | 4,931 | +2.4% | 0.01% | +9.1% |
| Sell | WORLD GOLD TRspdr gld minis | $371,165 | -40.0% | 8,426 | -44.3% | 0.01% | -45.5% | |
| ROBO | Sell | EXCHANGE TRADED CONCEPTS TRUrobo glb etf | $338,998 | +1.0% | 5,781 | -1.3% | 0.01% | -8.3% |
| Sell | EXCHANGE LISTED FDS TRcabana moderate | $336,651 | -29.2% | 16,422 | -29.6% | 0.01% | -35.3% | |
| PAPR | INNOVATOR ETFS TRUSTus eqt pwr buf | $349,226 | +2.8% | 10,397 | 0.0% | 0.01% | -8.3% | |
| TT | Sell | TRANE TECHNOLOGIES PLC | $336,089 | -13.5% | 1,120 | -29.7% | 0.01% | -21.4% |
| QDEC | FIRST TR EXCHNG TRADED FD VIft vest nas | $353,695 | +5.0% | 14,236 | 0.0% | 0.01% | -8.3% | |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $350,029 | – | 9,777 | +100.0% | 0.01% | – |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $354,220 | +9.6% | 1,417 | -1.4% | 0.01% | 0.0% |
| CLX | Sell | CLOROX CO DEL | $351,750 | -22.6% | 2,297 | -27.9% | 0.01% | -31.2% |
| BCSF | Buy | BAIN CAP SPECIALTY FIN INC | $347,618 | +32.1% | 22,169 | +27.0% | 0.01% | +22.2% |
| APPF | Sell | APPFOLIO INC | $353,578 | +23.2% | 1,433 | -13.5% | 0.01% | +10.0% |
| AVIG | AMERICAN CENTY ETF TRavantis core fi | $346,500 | -1.4% | 8,400 | 0.0% | 0.01% | -8.3% | |
| XAR | SPDR SER TRaerospace def | $354,366 | +3.8% | 2,522 | 0.0% | 0.01% | -8.3% | |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $351,615 | +3.6% | 1,765 | +3.9% | 0.01% | -8.3% |
| TWLO | New | TWILIO INCcl a | $331,739 | – | 5,425 | +100.0% | 0.01% | – |
| DD | Buy | DUPONT DE NEMOURS INC | $351,883 | +13.7% | 4,590 | +14.1% | 0.01% | 0.0% |
| PALL | ABRDN PALLADIUM ETF TRUSTphysical palladm | $341,442 | -7.5% | 3,651 | 0.0% | 0.01% | -15.4% | |
| IMCB | Buy | ISHARES TRmrgstr md cp etf | $331,304 | +14.5% | 4,549 | +5.5% | 0.01% | +10.0% |
| ADSK | New | AUTODESK INC | $333,598 | – | 1,281 | +100.0% | 0.01% | – |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $333,347 | +114.7% | 70,925 | +124.3% | 0.01% | +120.0% |
| BBY | Buy | BEST BUY INC | $335,593 | +8.9% | 4,091 | +3.9% | 0.01% | 0.0% |
| HYDW | New | DBX ETF TRxtrackers low | $353,694 | – | 7,664 | +100.0% | 0.01% | – |
| Sell | LITHIUM AMERS CORP NEW | $349,259 | +4.8% | 51,973 | -0.2% | 0.01% | -8.3% | |
| BHP | Buy | BHP GROUP LTDsponsored ads | $357,020 | -5.7% | 6,189 | +11.7% | 0.01% | -15.4% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $336,868 | -30.9% | 8,170 | -30.3% | 0.01% | -35.3% |
| Buy | WARNER BROS DISCOVERY INC | $339,702 | -13.9% | 38,912 | +12.2% | 0.01% | -21.4% | |
| Buy | DRAFTKINGS INC NEW | $355,780 | +36.0% | 7,835 | +5.6% | 0.01% | +22.2% | |
| VRP | New | INVESCO EXCH TRADED FD TR IIvar rate pfd | $303,921 | – | 12,786 | +100.0% | 0.01% | – |
| Sell | INVESTMENT MANAGERS SER TR Iaxs short innov | $319,442 | +0.8% | 11,884 | -2.7% | 0.01% | -9.1% | |
| IQV | Buy | IQVIA HLDGS INC | $298,663 | +37.6% | 1,181 | +25.9% | 0.01% | +25.0% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $306,053 | +12.8% | 25,762 | +8.9% | 0.01% | +11.1% |
| ILCG | Sell | ISHARES TRmorningstar grwt | $314,903 | +6.1% | 4,172 | -4.6% | 0.01% | 0.0% |
| ABM | Buy | ABM INDS INC | $296,577 | -0.1% | 6,647 | +0.4% | 0.01% | 0.0% |
| PDEC | INNOVATOR ETFS TRUSTus eqty pwr buf | $296,791 | +4.3% | 8,110 | 0.0% | 0.01% | 0.0% | |
| HEI | Buy | HEICO CORP NEW | $301,219 | +7.4% | 1,577 | +0.6% | 0.01% | 0.0% |
| Sell | GE HEALTHCARE TECHNOLOGIES I | $311,676 | +11.2% | 3,428 | -5.4% | 0.01% | 0.0% | |
| HYGV | New | FLEXSHARES TRhig yld vl etf | $322,260 | – | 7,839 | +100.0% | 0.01% | – |
| FAAR | Sell | FIRST TR EXCHANGE TRAD FD VIalt abslt strg | $325,183 | -2.9% | 11,295 | -7.8% | 0.01% | -16.7% |
| New | ISHARES TRibonds dec 2033 | $306,524 | – | 12,030 | +100.0% | 0.01% | – | |
| FSEP | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $309,066 | +5.6% | 7,273 | 0.0% | 0.01% | 0.0% | |
| IBDV | Buy | ISHARES TRibonds dec 2030 | $309,936 | +41.1% | 14,483 | +42.7% | 0.01% | +25.0% |
| IGLD | Buy | FIRST TR EXCHANGE-TRADED FDft vest gold | $297,595 | +5.8% | 15,114 | +3.3% | 0.01% | 0.0% |
| NMFC | Sell | NEW MTN FIN CORP | $318,511 | -0.8% | 25,139 | -0.4% | 0.01% | -9.1% |
| BUSE | Sell | FIRST BUSEY CORP | $302,802 | -4.9% | 12,591 | -1.8% | 0.01% | -9.1% |
| EXC | Buy | EXELON CORP | $306,665 | +6.8% | 8,162 | +2.1% | 0.01% | 0.0% |
| POOL | Sell | POOL CORP | $298,294 | -7.8% | 739 | -8.9% | 0.01% | -9.1% |
| EIG | EMPLOYERS HLDGS INC | $314,825 | +15.2% | 6,936 | 0.0% | 0.01% | 0.0% | |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $325,095 | +61.7% | 3,402 | +29.0% | 0.01% | +42.9% |
| ETO | Buy | EATON VANCE TAX-ADVANTAGED G | $304,135 | +8.1% | 12,175 | +2.3% | 0.01% | 0.0% |
| New | RBB FD INCmotley fool mid | $315,297 | – | 11,633 | +100.0% | 0.01% | – | |
| ROP | Buy | ROPER TECHNOLOGIES INC | $311,621 | +4.0% | 556 | +1.1% | 0.01% | 0.0% |
| CUBE | CUBESMART | $309,214 | -2.4% | 6,838 | 0.0% | 0.01% | -9.1% | |
| CTVA | Buy | CORTEVA INC | $321,239 | +20.9% | 5,570 | +0.5% | 0.01% | +11.1% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $313,366 | +3.0% | 5,391 | +1.8% | 0.01% | -9.1% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $313,770 | +26.7% | 1,008 | +10.9% | 0.01% | +11.1% |
| HNDL | STRATEGY SHSns 7handl idx | $309,666 | +2.6% | 14,600 | 0.0% | 0.01% | -9.1% | |
| TDY | Sell | TELEDYNE TECHNOLOGIES INC | $320,273 | -8.2% | 746 | -4.6% | 0.01% | -16.7% |
| New | TIDAL TR IIblueprint chesap | $298,530 | – | 11,480 | +100.0% | 0.01% | – | |
| PATH | Buy | UIPATH INCcl a | $306,634 | +16.8% | 13,526 | +28.0% | 0.01% | +11.1% |
| ARES | Buy | ARES MANAGEMENT CORPORATION | $297,552 | +13.1% | 2,238 | +1.1% | 0.01% | +11.1% |
| Sell | KINETIK HOLDINGS INC | $311,066 | +3.3% | 7,802 | -13.5% | 0.01% | 0.0% | |
| ALL | New | ALLSTATE CORP | $321,781 | – | 1,860 | +100.0% | 0.01% | – |
| VOYA | Buy | VOYA FINANCIAL INC | $311,376 | +41.5% | 4,212 | +39.7% | 0.01% | +25.0% |
| ZION | Sell | ZIONS BANCORPORATION N A | $320,847 | -5.9% | 7,393 | -4.8% | 0.01% | -16.7% |
| Buy | ALPS ETF TRoshares us smlcp | $326,620 | +46.0% | 7,673 | +34.4% | 0.01% | +25.0% | |
| TEL | New | TE CONNECTIVITY LTD | $325,202 | – | 2,239 | +100.0% | 0.01% | – |
| FMAR | New | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $271,300 | – | 6,914 | +100.0% | 0.01% | – |
| New | ARM HOLDINGS PLCsponsored adr | $290,602 | – | 2,325 | +100.0% | 0.01% | – | |
| RCL | New | ROYAL CARIBBEAN GROUP | $274,418 | – | 1,974 | +100.0% | 0.01% | – |
| FIRST TR EXCHNG TRADED FD VIft vest u.s | $288,018 | +3.0% | 8,917 | 0.0% | 0.01% | -10.0% | ||
| BK | New | BANK NEW YORK MELLON CORP | $269,985 | – | 4,686 | +100.0% | 0.01% | – |
| FNY | Sell | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $268,366 | -1.4% | 3,549 | -11.2% | 0.01% | 0.0% |
| URI | New | UNITED RENTALS INC | $295,362 | – | 410 | +100.0% | 0.01% | – |
| BST | Buy | BLACKROCK SCIENCE & TECHNOLO | $286,684 | +18.9% | 7,765 | +8.4% | 0.01% | +12.5% |
| EQIX | Buy | EQUINIX INC | $288,350 | +8.9% | 349 | +6.1% | 0.01% | 0.0% |
| OXY | Buy | OCCIDENTAL PETE CORP | $274,532 | +18.3% | 4,224 | +8.6% | 0.01% | +12.5% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $287,710 | +14.6% | 4,124 | +6.3% | 0.01% | 0.0% |
| BDEC | Sell | INNOVATOR ETFS TRUSTus eqty buf dec | $292,023 | -83.5% | 7,192 | -84.5% | 0.01% | -85.5% |
| FDS | Buy | FACTSET RESH SYS INC | $277,778 | +9.8% | 611 | +15.3% | 0.01% | 0.0% |
| PCAR | New | PACCAR INC | $273,217 | – | 2,205 | +100.0% | 0.01% | – |
| PFEB | Sell | INNOVATOR ETFS TRUSTus eqty pwr buf | $266,874 | +3.4% | 7,812 | -1.1% | 0.01% | 0.0% |
| PH | Buy | PARKER-HANNIFIN CORP | $278,419 | +35.3% | 501 | +12.1% | 0.01% | +28.6% |
| TYG | Sell | TORTOISE ENERGY INFRA CORP | $266,741 | -58.9% | 8,630 | -61.8% | 0.01% | -60.9% |
| SJM | Sell | SMUCKER J M CO | $272,384 | -68.5% | 2,164 | -68.4% | 0.01% | -70.0% |
| GAA | CAMBRIA ETF TRglb asset allo | $272,365 | +3.8% | 9,413 | 0.0% | 0.01% | 0.0% | |
| XEL | Buy | XCEL ENERGY INC | $276,454 | +20.5% | 5,143 | +38.8% | 0.01% | +12.5% |
| New | RIVIAN AUTOMOTIVE INC | $289,836 | – | 26,469 | +100.0% | 0.01% | – | |
| DGX | New | QUEST DIAGNOSTICS INC | $285,554 | – | 2,145 | +100.0% | 0.01% | – |
| PPA | Buy | INVESCO EXCHANGE TRADED FD Taerospace defn | $277,282 | +16.4% | 2,730 | +5.6% | 0.01% | +12.5% |
| DBA | New | INVESCO DB MULTI-SECTOR COMMagriculture fd | $271,419 | – | 10,962 | +100.0% | 0.01% | – |
| DGRE | Buy | WISDOMTREE TRem mkts qtly div | $267,495 | +6.7% | 10,408 | +2.1% | 0.01% | 0.0% |
| IWC | Sell | ISHARES TRmicro-cap etf | $273,986 | +2.9% | 2,261 | -1.4% | 0.01% | 0.0% |
| WSO | Sell | WATSCO INC | $294,966 | -26.4% | 683 | -27.0% | 0.01% | -35.7% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $291,523 | -51.7% | 13,440 | -41.9% | 0.01% | -57.1% |
| VRSK | Sell | VERISK ANALYTICS INC | $266,989 | -2.2% | 1,133 | -0.9% | 0.01% | 0.0% |
| New | INNOVATOR ETFS TRUSTequity defi 2026 | $290,732 | – | 11,676 | +100.0% | 0.01% | – | |
| FBHS | Buy | FORTUNE BRANDS INNOVATIONS I | $269,569 | +11.2% | 3,184 | +0.0% | 0.01% | +12.5% |
| EME | New | EMCOR GROUP INC | $284,580 | – | 813 | +100.0% | 0.01% | – |
| DFS | Sell | DISCOVER FINL SVCS | $272,700 | -32.3% | 2,080 | -41.9% | 0.01% | -35.7% |
| Sell | DOUBLELINE ETF TRUSTmortgage etf | $293,865 | -3.9% | 6,035 | -2.4% | 0.01% | -18.2% | |
| PRI | Buy | PRIMERICA INC | $271,641 | +32.2% | 1,074 | +7.5% | 0.01% | +28.6% |
| SKOR | New | FLEXSHARES TRcr scd us bd | $293,814 | – | 6,149 | +100.0% | 0.01% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $276,260 | – | 1,152 | +100.0% | 0.01% | – |
| IBHG | New | ISHARES TRibonds 2027 term | $284,550 | – | 12,783 | +100.0% | 0.01% | – |
| SGOV | Sell | ISHARES TR0-3 mnth treasry | $270,125 | -24.6% | 2,682 | -24.9% | 0.01% | -25.0% |
| AMP | Sell | AMERIPRISE FINL INC | $269,201 | +1.5% | 614 | -12.0% | 0.01% | 0.0% |
| VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $266,665 | – | 3,409 | +100.0% | 0.01% | – |
| FJUL | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $275,501 | +6.8% | 6,198 | 0.0% | 0.01% | 0.0% | |
| New | AMPLIFY ETF TRamplify etho cli | $277,940 | – | 4,752 | +100.0% | 0.01% | – | |
| DJAN | New | FIRST TR EXCHNG TRADED FD VIft vest us | $288,853 | – | 8,017 | +100.0% | 0.01% | – |
| STE | Buy | STERIS PLC | $277,884 | +13.3% | 1,236 | +10.8% | 0.01% | 0.0% |
| KBE | Buy | SPDR SER TRs&p bk etf | $250,666 | +3.9% | 5,322 | +1.5% | 0.01% | 0.0% |
| DECK | New | DECKERS OUTDOOR CORP | $258,847 | – | 275 | +100.0% | 0.01% | – |
| ROL | Sell | ROLLINS INC | $243,117 | +2.0% | 5,254 | -3.7% | 0.01% | 0.0% |
| CNI | New | CANADIAN NATL RY CO | $257,829 | – | 1,958 | +100.0% | 0.01% | – |
| EYLD | New | CAMBRIA ETF TRemrg sharehldr | $237,482 | – | 7,081 | +100.0% | 0.01% | – |
| RMD | New | RESMED INC | $234,168 | – | 1,182 | +100.0% | 0.01% | – |
| New | SIMPLIFY EXCHANGE TRADED FUNenhanced inm etf | $243,245 | – | 9,969 | +100.0% | 0.01% | – | |
| Sell | RBB FD INCus treas 3 mnth | $261,923 | -85.0% | 5,235 | -85.0% | 0.01% | -86.9% | |
| SR | Sell | SPIRE INC | $258,029 | -35.7% | 4,204 | -34.7% | 0.01% | -42.9% |
| PWR | New | QUANTA SVCS INC | $261,633 | – | 1,007 | +100.0% | 0.01% | – |
| EBAY | New | EBAY INC. | $246,664 | – | 4,673 | +100.0% | 0.01% | – |
| SUN | Sell | SUNOCO LP/SUNOCO FIN CORP | $263,588 | -16.1% | 4,372 | -16.6% | 0.01% | -27.3% |
| PFG | New | PRINCIPAL FINANCIAL GROUP IN | $241,202 | – | 2,795 | +100.0% | 0.01% | – |
| MUNI | PIMCO ETF TRinter mun bd act | $262,350 | -0.6% | 5,000 | 0.0% | 0.01% | -11.1% | |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $261,762 | +4.2% | 1,278 | +4.7% | 0.01% | -11.1% |
| New | TIDAL ETF TRfoliobeyond alte | $245,764 | – | 7,435 | +100.0% | 0.01% | – | |
| TTC | Buy | TORO CO | $234,982 | +3.7% | 2,564 | +8.6% | 0.01% | 0.0% |
| PPG | Sell | PPG INDS INC | $246,390 | -12.7% | 1,700 | -9.9% | 0.01% | -20.0% |
| FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $251,720 | +13.6% | 5,934 | +9.4% | 0.01% | 0.0% |
| Sell | BLACKSTONE SECD LENDING FD | $244,874 | +2.5% | 7,861 | -9.1% | 0.01% | 0.0% | |
| FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $258,231 | +6.2% | 6,711 | -1.0% | 0.01% | 0.0% |
| TDIV | New | FIRST TR EXCHANGE-TRADED FDnasd tech div | $236,051 | – | 3,388 | +100.0% | 0.01% | – |
| LITHIUM AMERICAS ARGENTINA C | $260,941 | -14.7% | 48,412 | 0.0% | 0.01% | -27.3% | ||
| IVOV | New | VANGUARD ADMIRAL FDS INCmidcp 400 val | $247,699 | – | 2,728 | +100.0% | 0.01% | – |
| RILY | New | B. RILEY FINANCIAL INC | $263,813 | – | 12,462 | +100.0% | 0.01% | – |
| AX | AXOS FINANCIAL INC | $235,398 | -1.0% | 4,356 | 0.0% | 0.01% | 0.0% | |
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $242,604 | – | 2,032 | +100.0% | 0.01% | – |
| ALV | Buy | AUTOLIV INC | $235,066 | +14.7% | 1,952 | +4.9% | 0.01% | +14.3% |
| LKQ | Buy | LKQ CORP | $249,856 | +15.9% | 4,678 | +3.7% | 0.01% | 0.0% |
| FIRST TR EXCHNG TRADED FD VIft vest u.s eqt | $234,362 | +3.3% | 6,893 | 0.0% | 0.01% | 0.0% | ||
| QJUN | Sell | FIRST TR EXCHNG TRADED FD VIft vest nas | $244,335 | -0.9% | 9,578 | -6.4% | 0.01% | -11.1% |
| QMAR | New | FIRST TR EXCHNG TRADED FD VIft vest nas | $259,714 | – | 9,801 | +100.0% | 0.01% | – |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $257,691 | +25.0% | 9,045 | +11.2% | 0.01% | +14.3% |
| AIG | Sell | AMERICAN INTL GROUP INC | $251,104 | +12.1% | 3,212 | -2.8% | 0.01% | 0.0% |
| IBMN | Sell | ISHARES TRibonds dec 25 | $250,594 | -7.5% | 9,471 | -7.2% | 0.01% | -11.1% |
| FIRST TR EXCHNG TRADED FD VIft vest us eqt | $258,698 | +4.4% | 7,850 | 0.0% | 0.01% | -11.1% | ||
| HYDB | New | ISHARES TRhigh yld systm b | $253,269 | – | 5,421 | +100.0% | 0.01% | – |
| REET | Sell | ISHARES TRglobal reit etf | $255,512 | -4.2% | 10,790 | -2.1% | 0.01% | -11.1% |
| Sell | FRANKLIN BSP RLTY TR INC | $236,879 | -11.0% | 17,730 | -10.0% | 0.01% | -11.1% | |
| IT | New | GARTNER INC | $264,075 | – | 554 | +100.0% | 0.01% | – |
| LAND | Buy | GLADSTONE LD CORP | $253,097 | +19.8% | 18,973 | +29.7% | 0.01% | +14.3% |
| INDA | New | ISHARES TRmsci india etf | $259,395 | – | 5,028 | +100.0% | 0.01% | – |
| New | ADVISORS INNER CIRCLE FD IIIstrategas macro | $245,451 | – | 9,670 | +100.0% | 0.01% | – | |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $239,265 | – | 7,522 | +100.0% | 0.01% | – |
| GGG | Buy | GRACO INC | $254,135 | +27.0% | 2,719 | +17.9% | 0.01% | +14.3% |
| HA | HAWAIIAN HOLDINGS INC | $241,140 | -6.1% | 18,090 | 0.0% | 0.01% | -11.1% | |
| HTGC | Sell | HERCULES CAPITAL INC | $256,166 | +5.0% | 13,884 | -5.2% | 0.01% | 0.0% |
| HUM | Sell | HUMANA INC | $253,918 | -25.8% | 732 | -2.0% | 0.01% | -33.3% |
| IYM | Sell | ISHARES TRu.s. bas mtl etf | $243,316 | -16.7% | 1,647 | -22.1% | 0.01% | -20.0% |
| IDXX | IDEXX LABS INC | $252,687 | -2.7% | 468 | 0.0% | 0.01% | -11.1% | |
| PMAY | INNOVATOR ETFS TRUSTus eqty pwr buf | $249,145 | +3.2% | 7,673 | 0.0% | 0.01% | 0.0% | |
| ESNT | New | ESSENT GROUP LTD | $240,837 | – | 4,047 | +100.0% | 0.01% | – |
| ICLR | New | ICON PLC | $234,157 | – | 697 | +100.0% | 0.01% | – |
| Buy | ALPS ETF TRoshares us qualt | $251,276 | +7.2% | 5,086 | +0.0% | 0.01% | 0.0% | |
| SNDR | Sell | SCHNEIDER NATIONAL INCcl b | $246,628 | -13.2% | 10,893 | -2.4% | 0.01% | -20.0% |
| SHE | SPDR SER TRspdr msci usa ge | $242,737 | +11.4% | 2,293 | 0.0% | 0.01% | 0.0% | |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $260,174 | -51.8% | 8,996 | -51.6% | 0.01% | -57.9% |
| DHI | Buy | D R HORTON INC | $240,568 | +10.0% | 1,462 | +1.6% | 0.01% | 0.0% |
| DJCO | DAILY JOURNAL CORP | $235,770 | +6.1% | 652 | 0.0% | 0.01% | 0.0% | |
| MGC | New | VANGUARD WORLD FDmega cap index | $206,421 | – | 1,105 | +100.0% | 0.01% | – |
| KEY | Buy | KEYCORP | $228,556 | +10.4% | 14,456 | +0.5% | 0.01% | 0.0% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $220,317 | -0.7% | 4,543 | -1.1% | 0.01% | -12.5% |
| ANSS | Sell | ANSYS INC | $207,255 | -8.9% | 597 | -4.8% | 0.01% | -12.5% |
| Sell | ANNALY CAPITAL MANAGEMENT IN | $210,032 | -0.9% | 10,667 | -2.5% | 0.01% | 0.0% | |
| TER | Sell | TERADYNE INC | $222,732 | -19.8% | 1,974 | -22.8% | 0.01% | -30.0% |
| BRO | New | BROWN & BROWN INC | $225,716 | – | 2,578 | +100.0% | 0.01% | – |
| FJUN | New | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $212,248 | – | 4,514 | +100.0% | 0.01% | – |
| FNOV | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $218,905 | +5.2% | 4,893 | 0.0% | 0.01% | 0.0% | |
| LDOS | New | LEIDOS HOLDINGS INC | $224,824 | – | 1,715 | +100.0% | 0.01% | – |
| TDOC | Sell | TELADOC HEALTH INC | $213,167 | -36.9% | 14,117 | -9.9% | 0.01% | -41.7% |
| PDI | Sell | PIMCO DYNAMIC INCOME FD | $215,194 | +3.2% | 11,156 | -3.9% | 0.01% | 0.0% |
| VEEV | New | VEEVA SYS INC | $224,971 | – | 971 | +100.0% | 0.01% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $213,202 | – | 1,436 | +100.0% | 0.01% | – |
| PINS | Sell | PINTEREST INCcl a | $220,432 | -8.6% | 6,358 | -2.3% | 0.01% | -12.5% |
| IBMO | Sell | ISHARES TRibonds dec 26 | $212,942 | -9.0% | 8,400 | -8.4% | 0.01% | -12.5% |
| TXRH | New | TEXAS ROADHOUSE INC | $229,600 | – | 1,486 | +100.0% | 0.01% | – |
| IDEV | New | ISHARES TRcore msci intl | $205,168 | – | 3,056 | +100.0% | 0.01% | – |
| PAA | Sell | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $214,320 | -2.3% | 12,205 | -15.7% | 0.01% | -12.5% |
| Sell | FIRST TR EXCHNG TRADED FD VIft vest nas | $205,271 | -11.5% | 8,224 | -15.5% | 0.01% | -12.5% | |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $206,252 | – | 1,950 | +100.0% | 0.01% | – |
| PII | Buy | POLARIS INC | $224,827 | +8.4% | 2,246 | +2.6% | 0.01% | 0.0% |
| FNV | New | FRANCO NEV CORP | $214,965 | – | 1,804 | +100.0% | 0.01% | – |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $207,873 | -11.2% | 7,699 | -17.5% | 0.01% | -12.5% |
| WSFS | WSFS FINL CORP | $228,544 | -1.7% | 5,063 | 0.0% | 0.01% | -12.5% | |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $213,323 | – | 3,194 | +100.0% | 0.01% | – |
| WELL | Sell | WELLTOWER INC | $225,554 | +0.5% | 2,414 | -3.0% | 0.01% | -12.5% |
| GDXJ | Sell | VANECK ETF TRUSTjunior gold mine | $216,391 | -7.6% | 5,586 | -9.6% | 0.01% | -12.5% |
| GWW | New | GRAINGER W W INC | $227,020 | – | 223 | +100.0% | 0.01% | – |
| GWRE | Buy | GUIDEWIRE SOFTWARE INC | $224,667 | +7.2% | 1,925 | +0.2% | 0.01% | 0.0% |
| New | SPROTT FDS TRuranium miners e | $208,431 | – | 4,229 | +100.0% | 0.01% | – | |
| CAG | New | CONAGRA BRANDS INC | $204,591 | – | 6,903 | +100.0% | 0.01% | – |
| GLTR | Sell | ABRDN PRECIOUS METALS BASKETphyscl precs met | $222,611 | -1.5% | 2,331 | -6.2% | 0.01% | -12.5% |
| HWM | New | HOWMET AEROSPACE INC | $211,996 | – | 3,098 | +100.0% | 0.01% | – |
| Sell | CONSTELLATION ENERGY CORP | $224,593 | -32.9% | 1,215 | -57.6% | 0.01% | -41.7% | |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $232,874 | +4.4% | 6,540 | -1.1% | 0.01% | -12.5% |
| ITT | New | ITT INC | $211,503 | – | 1,555 | +100.0% | 0.01% | – |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $226,981 | +11.0% | 3,424 | +200.1% | 0.01% | 0.0% |
| RWL | New | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $213,836 | – | 2,281 | +100.0% | 0.01% | – |
| RVNU | Sell | DBX ETF TRxtrack mun infra | $212,644 | -3.6% | 8,287 | -3.6% | 0.01% | -12.5% |
| PMAR | INNOVATOR ETFS TRUSTus eqty pwr buf | $213,047 | +3.3% | 5,788 | 0.0% | 0.01% | 0.0% | |
| BMAR | Sell | INNOVATOR ETFS TRUSTus eqty bufr mar | $229,462 | +3.4% | 5,507 | -1.7% | 0.01% | -12.5% |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $205,223 | +2.3% | 6,576 | +3.2% | 0.01% | 0.0% |
| DBB | New | INVESCO DB MULTI-SECTOR COMMbase metals fd | $220,082 | – | 12,254 | +100.0% | 0.01% | – |
| CLH | New | CLEAN HARBORS INC | $219,227 | – | 1,089 | +100.0% | 0.01% | – |
| WFRD | New | WEATHERFORD INTL PLC | $231,763 | – | 2,008 | +100.0% | 0.01% | – |
| ELF | New | E L F BEAUTY INC | $203,566 | – | 1,038 | +100.0% | 0.01% | – |
| PFIX | New | SIMPLIFY EXCHANGE TRADED FUNsimplify interst | $214,144 | – | 4,780 | +100.0% | 0.01% | – |
| DOCS | New | DOXIMITY INCcl a | $204,139 | – | 7,586 | +100.0% | 0.01% | – |
| QSR | New | RESTAURANT BRANDS INTL INC | $226,372 | – | 2,849 | +100.0% | 0.01% | – |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $204,226 | -3.8% | 14,724 | -7.7% | 0.01% | 0.0% |
| New | CAPITAL GROUP INTL FOCUS EQT | $205,780 | – | 7,982 | +100.0% | 0.01% | – | |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $227,472 | – | 9,903 | +100.0% | 0.01% | – |
| LOGI | Sell | LOGITECH INTL S A | $203,674 | -33.3% | 2,279 | -29.1% | 0.01% | -36.4% |
| ILCB | New | ISHARES TRmorningstr us eq | $213,062 | – | 2,940 | +100.0% | 0.01% | – |
| AGNC | Buy | AGNC INVT CORP | $209,977 | +63.3% | 21,210 | +61.8% | 0.01% | +75.0% |
| LANC | New | LANCASTER COLONY CORP | $219,673 | – | 1,058 | +100.0% | 0.01% | – |
| MSCI | New | MSCI INC | $229,603 | – | 410 | +100.0% | 0.01% | – |
| BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $204,596 | -26.3% | 6,708 | -29.2% | 0.01% | -30.0% |
| FEP | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $232,733 | +3.5% | 6,193 | 0.0% | 0.01% | -12.5% | |
| New | PAYCOR HCM INC | $219,850 | – | 11,309 | +100.0% | 0.01% | – | |
| TD | New | TORONTO DOMINION BK ONT | $228,082 | – | 3,777 | +100.0% | 0.01% | – |
| FMC | New | FMC CORP | $209,637 | – | 3,291 | +100.0% | 0.01% | – |
| EQH | New | EQUITABLE HLDGS INC | $211,921 | – | 5,575 | +100.0% | 0.01% | – |
| AVY | New | AVERY DENNISON CORP | $216,182 | – | 968 | +100.0% | 0.01% | – |
| TEF | New | TELEFONICA S Asponsored adr | $171,602 | – | 38,912 | +100.0% | 0.01% | – |
| New | TIDAL TR IIyieldmax tsla op | $186,639 | – | 11,585 | +100.0% | 0.01% | – | |
| DIV | Buy | GLOBAL X FDSglobx supdv us | $188,337 | +8.2% | 10,830 | +6.9% | 0.01% | 0.0% |
| YOLO | Buy | ADVISORSHARES TRpure cannabis | $183,782 | +71.5% | 45,045 | +27.0% | 0.01% | +50.0% |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $202,560 | -4.7% | 3,417 | -7.4% | 0.01% | -14.3% |
| WMB | New | WILLIAMS COS INC | $201,592 | – | 5,173 | +100.0% | 0.01% | – |
| SPFF | GLOBAL X FDSglbx suprinc etf | $176,467 | +4.2% | 18,654 | 0.0% | 0.01% | 0.0% | |
| DDEC | New | FIRST TR EXCHNG TRADED FD VIft vest u.s. | $201,386 | – | 5,374 | +100.0% | 0.01% | – |
| DHY | Buy | CREDIT SUISSE HIGH YIELD BDsh ben int | $175,107 | +2.3% | 86,686 | +0.3% | 0.01% | 0.0% |
| TSLA | Sell | TESLA INCcall | $143,365 | -78.6% | 22,000 | -5.2% | 0.01% | -78.3% |
| EOT | EATON VANCE NATL MUN OPPORT | $165,900 | -2.0% | 10,000 | 0.0% | 0.01% | -16.7% | |
| BTEGF | Sell | BAYTEX ENERGY CORP | $167,501 | -36.5% | 46,143 | -42.0% | 0.01% | -44.4% |
| New | FIRST TR EXCHNG TRADED FD VIskybridge crypto | $150,916 | – | 10,444 | +100.0% | 0.01% | – | |
| GNL | Sell | GLOBAL NET LEASE INC | $160,025 | -26.2% | 20,595 | -5.4% | 0.01% | -37.5% |
| MITK | MITEK SYS INC | $145,047 | +8.1% | 10,287 | 0.0% | 0.01% | 0.0% | |
| NKX | NUVEEN CALIFORNIA AMT QLT MU | $169,906 | +5.3% | 13,984 | 0.0% | 0.01% | -16.7% | |
| NCA | Buy | NUVEEN CALIFORNIA MUNI VLU F | $130,265 | +1.1% | 14,474 | +0.6% | 0.00% | 0.0% |
| ORAN | New | ORANGEsponsored adr | $128,646 | – | 10,930 | +100.0% | 0.00% | – |
| ETY | New | EATON VANCE TAX-MANAGED DIVE | $135,307 | – | 10,128 | +100.0% | 0.00% | – |
| DNP | Sell | DNP SELECT INCOME FD INC | $103,071 | +6.0% | 11,364 | -0.9% | 0.00% | 0.0% |
| DHF | BNY MELLON HIGH YIELD STRATEsh ben int | $80,755 | +5.7% | 33,370 | 0.0% | 0.00% | 0.0% | |
| NRT | New | NORTH EUROPEAN OIL RTY TRsh ben int | $108,660 | – | 18,293 | +100.0% | 0.00% | – |
| WEAT | TEUCRIUM COMMODITY TRwheat fd | $69,654 | -9.4% | 12,875 | 0.0% | 0.00% | -33.3% | |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $66,139 | -48.1% | 20,540 | +65.0% | 0.00% | -50.0% |
| CHPT | Sell | CHARGEPOINT HOLDINGS INC | $66,339 | -27.0% | 34,915 | -10.2% | 0.00% | -33.3% |
| PHK | Sell | PIMCO HIGH INCOME FD | $53,238 | -39.0% | 10,777 | -38.3% | 0.00% | -33.3% |
| REAX | New | THE REAL BROKERAGE INC | $52,572 | – | 16,850 | +100.0% | 0.00% | – |
| GAB | Buy | GABELLI EQUITY TR INC | $63,609 | +9.4% | 11,523 | +0.7% | 0.00% | 0.0% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $52,560 | +12.6% | 33,692 | +32.1% | 0.00% | 0.0% |
| DNN | Sell | DENISON MINES CORP | $40,230 | -5.1% | 20,631 | -13.9% | 0.00% | 0.0% |
| PTON | Sell | PELOTON INTERACTIVE INC | $45,674 | -30.0% | 10,659 | -0.5% | 0.00% | -50.0% |
| New | LI-CYCLE HOLDINGS CORP | $16,409 | – | 15,931 | +100.0% | 0.00% | – | |
| New | BRC INC | $44,512 | – | 10,400 | +100.0% | 0.00% | – | |
| Buy | LUCID GROUP INC | $46,307 | -31.4% | 16,248 | +1.4% | 0.00% | -50.0% | |
| LYG | New | LLOYDS BANKING GROUP PLCsponsored adr | $39,850 | – | 15,386 | +100.0% | 0.00% | – |
| ME | 23ANDME HOLDING CO | $5,320 | -41.8% | 10,000 | 0.0% | 0.00% | – | |
| ONTX | ONCONOVA THERAPEUTICS INC | $12,827 | +35.5% | 12,700 | 0.0% | 0.00% | – | |
| ZIOP | Exit | ALAUNOS THERAPEUTICS INC | $0 | – | -27,095 | -100.0% | 0.00% | – |
| MICT | Exit | TINGO GROUP INC | $0 | – | -11,372 | -100.0% | 0.00% | – |
| INO | Exit | INOVIO PHARMACEUTICALS INC | $0 | – | -10,000 | -100.0% | 0.00% | – |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -10,110 | -100.0% | 0.00% | – |
| AQMS | AQUA METALS INC | $5,380 | -29.2% | 10,000 | 0.0% | 0.00% | – | |
| UAVS | Exit | AGEAGLE AERIAL SYS INC NEW | $0 | – | -15,603 | -100.0% | 0.00% | – |
| POWW | Exit | AMMO INC | $0 | – | -10,100 | -100.0% | -0.00% | – |
| ASG | Exit | LIBERTY ALL-STAR GROWTH FD I | $0 | – | -11,008 | -100.0% | -0.00% | – |
| GNT | Exit | GAMCO NAT RES GOLD & INCOMEsh ben int | $0 | – | -12,038 | -100.0% | -0.00% | – |
| DRD | Exit | DRDGOLD LIMITEDspon adr repstg | $0 | – | -12,845 | -100.0% | -0.00% | – |
| UNG | Exit | UNITED STS NAT GAS FD LPunit par | $0 | – | -29,575 | -100.0% | -0.01% | – |
| RA | Exit | BROOKFIELD REAL ASSETS INCOM | $0 | – | -13,732 | -100.0% | -0.01% | – |
| XMMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $0 | – | -2,346 | -100.0% | -0.01% | – |
| SUSC | Exit | ISHARES TResg awre usd etf | $0 | – | -9,001 | -100.0% | -0.01% | – |
| GSBD | Exit | GOLDMAN SACHS BDC INC | $0 | – | -13,873 | -100.0% | -0.01% | – |
| IBMP | Exit | ISHARES TRibonds dec 27 | $0 | – | -8,134 | -100.0% | -0.01% | – |
| URA | Exit | GLOBAL X FDSglobal x uranium | $0 | – | -7,382 | -100.0% | -0.01% | – |
| CSWC | Exit | CAPITAL SOUTHWEST CORP | $0 | – | -8,471 | -100.0% | -0.01% | – |
| Exit | INNOVATOR ETFS TRprem incm 10 bar | $0 | – | -8,152 | -100.0% | -0.01% | – | |
| INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -12,456 | -100.0% | -0.01% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -5,600 | -100.0% | -0.01% | – |
| ESS | Exit | ESSEX PPTY TR INC | $0 | – | -929 | -100.0% | -0.01% | – |
| SH | Exit | PROSHARES TRshort s&p 500 ne | $0 | – | -18,834 | -100.0% | -0.01% | – |
| FSTA | Exit | FIDELITY COVINGTON TRUSTconsmr staples | $0 | – | -5,582 | -100.0% | -0.01% | – |
| PBW | Exit | INVESCO EXCHANGE TRADED FD Twilderhil clan | $0 | – | -9,171 | -100.0% | -0.01% | – |
| JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -1,546 | -100.0% | -0.01% | – |
| BILS | Exit | SPDR SER TRbloomberg 3-12 m | $0 | – | -2,680 | -100.0% | -0.01% | – |
| FENY | Exit | FIDELITY COVINGTON TRUSTmsci energy idx | $0 | – | -11,436 | -100.0% | -0.01% | – |
| NXPI | Exit | NXP SEMICONDUCTORS N V | $0 | – | -1,129 | -100.0% | -0.01% | – |
| EOG | Exit | EOG RES INC | $0 | – | -2,050 | -100.0% | -0.01% | – |
| RAVI | Exit | FLEXSHARES TRflexshares ultra | $0 | – | -3,257 | -100.0% | -0.01% | – |
| ETHO | Exit | ETF MANAGERS TRetho climate lea | $0 | – | -4,831 | -100.0% | -0.01% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -3,594 | -100.0% | -0.01% | – |
| SCHR | Exit | SCHWAB STRATEGIC TRint-trm u.s tres | $0 | – | -5,513 | -100.0% | -0.01% | – |
| LDP | Exit | COHEN & STEERS LTD DURATION | $0 | – | -16,058 | -100.0% | -0.01% | – |
| Exit | TIDAL ETF TR IItsla option incm | $0 | – | -23,067 | -100.0% | -0.01% | – | |
| QCLN | Exit | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $0 | – | -7,325 | -100.0% | -0.01% | – |
| AOK | Exit | ISHARES TRconser alloc etf | $0 | – | -8,842 | -100.0% | -0.01% | – |
| NEU | Exit | NEWMARKET CORP | $0 | – | -585 | -100.0% | -0.01% | – |
| FLRN | Exit | SPDR SER TRbloomberg invt | $0 | – | -11,355 | -100.0% | -0.01% | – |
| RICK | Exit | RCI HOSPITALITY HLDGS INC | $0 | – | -5,340 | -100.0% | -0.01% | – |
| USXF | Exit | ISHARES TResg msci usa etf | $0 | – | -8,473 | -100.0% | -0.01% | – |
| TEAF | Exit | ECOFIN SUSTAINABLE AND SOCIA | $0 | – | -32,332 | -100.0% | -0.01% | – |
| AEL | Exit | AMERICAN EQTY INVT LIFE HLD | $0 | – | -6,867 | -100.0% | -0.01% | – |
| FULT | Exit | FULTON FINL CORP PA | $0 | – | -22,256 | -100.0% | -0.01% | – |
| UUP | Exit | INVESCO DB US DLR INDEX TRbullish fd | $0 | – | -14,005 | -100.0% | -0.01% | – |
| L | Exit | LOEWS CORP | $0 | – | -5,635 | -100.0% | -0.01% | – |
| LCTU | Exit | BLACKROCK ETF TRUSTus carbon trans | $0 | – | -9,691 | -100.0% | -0.02% | – |
| Exit | OAKTREE SPECIALTY LENDING CO | $0 | – | -30,629 | -100.0% | -0.02% | – | |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -8,491 | -100.0% | -0.02% | – |
| K | Exit | KELLANOVA | $0 | – | -16,505 | -100.0% | -0.03% | – |
| ABC | Exit | CENCORA INC | $0 | – | -4,574 | -100.0% | -0.03% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -39,834 | -100.0% | -0.03% | – | |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -5,099 | -100.0% | -0.04% | – |
| TLTE | Exit | FLEXSHARES TRmstar emkt fac | $0 | – | -25,028 | -100.0% | -0.04% | – |
| EFZ | Exit | PROSHARES TR | $0 | – | -75,083 | -100.0% | -0.04% | – |
| E | Exit | ENI S P Asponsored adr | $0 | – | -38,362 | -100.0% | -0.04% | – |
| JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -90,774 | -100.0% | -0.06% | – |
| MHO | Exit | M/I HOMES INC | $0 | – | -14,379 | -100.0% | -0.07% | – |
| STLA | Exit | STELLANTIS N.V | $0 | – | -87,246 | -100.0% | -0.07% | – |
| X | Exit | UNITED STATES STL CORP NEW | $0 | – | -42,399 | -100.0% | -0.07% | – |
| EWU | Exit | ISHARES TRmsci uk etf new | $0 | – | -71,689 | -100.0% | -0.08% | – |
| PVH | Exit | PVH CORPORATION | $0 | – | -19,798 | -100.0% | -0.08% | – |
| SPBO | Exit | SPDR SER TRportfolio crport | $0 | – | -96,224 | -100.0% | -0.10% | – |
| ILTB | Exit | ISHARES TRcore lt usdb etf | $0 | – | -54,289 | -100.0% | -0.10% | – |
| VGLT | Exit | VANGUARD SCOTTSDALE FDSlong term treas | $0 | – | -48,374 | -100.0% | -0.10% | – |
| IBHD | Exit | ISHARES TRibonds 24 trm hg | $0 | – | -188,008 | -100.0% | -0.15% | – |
| DFAS | Exit | DIMENSIONAL ETF TRUSTus small cap etf | $0 | – | -112,850 | -100.0% | -0.23% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -164,451 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 27 | Q2 2024 | 5.1% |
| ISHARES TR | 27 | Q2 2024 | 6.3% |
| MICROSOFT CORP | 27 | Q2 2024 | 3.2% |
| SPDR S&P 500 ETF TR | 27 | Q2 2024 | 6.4% |
| BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 2.9% |
| VANGUARD SPECIALIZED FUNDS | 27 | Q2 2024 | 3.5% |
| AMAZON COM INC | 27 | Q2 2024 | 1.8% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 1.4% |
| ISHARES TR | 27 | Q2 2024 | 2.4% |
| VANGUARD WHITEHALL FDS INC | 27 | Q2 2024 | 1.9% |
View Mutual Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| N-PX | 2024-07-30 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-15 |
View Mutual 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.