$232 Million is the total value of Patriot Financial Group Insurance Agency, LLC's 1428 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 43.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
B | Buy | BARNES GROUP INC COMstock | $27,583,000 | +18.8% | 491,623 | +8.8% | 11.90% | -0.1% |
IVV | Buy | ISHARES CORE S&P 500 ETFetf | $9,124,000 | +2615.5% | 3,099 | +162.2% | 3.94% | +2189.0% |
FSK | Buy | FS KKR CAPITAL CORP COMcef | $6,055,000 | +1.6% | 992,302 | +0.7% | 2.61% | -14.5% |
AAPL | Buy | APPLE INC COMstock | $5,432,000 | +8.5% | 26,792 | +1.5% | 2.34% | -8.8% |
KNG | Buy | CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFetf | $4,227,000 | +2.4% | 97,271 | +0.2% | 1.82% | -13.8% |
NEAR | Buy | ISHARES SHORT MATURITY BOND ETFetf | $3,695,000 | +857.3% | 73,587 | +866.3% | 1.59% | +705.1% |
AMZN | Buy | AMAZON COM INC COMstock | $2,451,000 | +25.3% | 1,267 | +15.3% | 1.06% | +5.5% |
VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $2,408,000 | +16.6% | 15,895 | +11.3% | 1.04% | -2.0% |
T | Buy | AT&T INC COMstock | $2,305,000 | +26.9% | 68,098 | +17.6% | 1.00% | +6.8% |
MSFT | Buy | MICROSOFT CORP COMstock | $2,238,000 | +30.9% | 16,386 | +13.0% | 0.97% | +10.1% |
DIS | Buy | DISNEY WALT CO COM DISNEYstock | $2,092,000 | +49.0% | 14,674 | +16.0% | 0.90% | +25.4% |
QYLD | Buy | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $1,986,000 | +14.5% | 85,934 | +12.4% | 0.86% | -3.7% |
XOM | Buy | EXXON MOBIL CORP COMstock | $1,919,000 | +1.4% | 25,338 | +8.1% | 0.83% | -14.7% |
AGGY | Buy | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUNDetf | $1,865,000 | +26.8% | 36,265 | +22.8% | 0.80% | +6.6% |
CFO | Buy | VICTORYSHARES U.S. 500 ENHANCED VOLATILITY WTD INDEX ETFetf | $1,768,000 | +7.7% | 35,937 | +2.3% | 0.76% | -9.4% |
SPTM | Buy | SPDR PORTFOLIO TOTAL STOCK MARKET ETFetf | $1,754,000 | +11.0% | 47,599 | +6.0% | 0.76% | -6.5% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $1,586,000 | +32.3% | 13,938 | +17.7% | 0.68% | +11.2% |
EPS | Buy | WISDOMTREE U.S. LARGECAP FUNDetf | $1,575,000 | +22.7% | 47,467 | +17.6% | 0.68% | +3.2% |
WMT | Buy | WALMART INC COMstock | $1,531,000 | +17.5% | 13,715 | +2.6% | 0.66% | -1.0% |
VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $1,503,000 | +6.1% | 25,851 | +7.9% | 0.65% | -10.7% |
NFLX | Buy | NETFLIX INC COMstock | $1,395,000 | +29.8% | 3,716 | +23.2% | 0.60% | +9.3% |
IJH | Buy | ISHARES S&P MIDCAP FUNDetf | $1,346,000 | +490.4% | 6,927 | +473.9% | 0.58% | +396.6% |
IWR | Buy | ISHARES RUSSELL MID-CAP ETFetf | $1,323,000 | +37.4% | 23,513 | +31.7% | 0.57% | +15.6% |
DDWM | Buy | WISDOMTREE DYNAMIC CURRENCY HEDGED INTERNATIONAL EQUITY FUNDetf | $1,290,000 | +22.7% | 44,105 | +19.6% | 0.56% | +3.3% |
EES | Buy | WISDOMTREE U.S. SMALLCAP FUNDetf | $1,259,000 | +10.1% | 35,448 | +12.0% | 0.54% | -7.3% |
USMF | Buy | WISDOMTREE U.S. MULTIFACTOR FUNDetf | $1,203,000 | +24.1% | 39,571 | +18.3% | 0.52% | +4.4% |
CRSP | Buy | CRISPR THERAPEUTICS AG NAMEN AKTstock | $1,156,000 | +40.1% | 24,644 | +6.7% | 0.50% | +18.0% |
ILMN | Buy | ILLUMINA INC COMstock | $1,137,000 | +25.5% | 3,061 | +5.0% | 0.49% | +5.6% |
MCD | Buy | MCDONALDS CORP COMstock | $1,134,000 | +15.5% | 5,411 | +4.6% | 0.49% | -3.0% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $1,130,000 | +494.7% | 17,065 | +481.4% | 0.49% | +403.1% |
BA | Buy | BOEING CO COMstock | $1,001,000 | -1.4% | 2,826 | +6.2% | 0.43% | -17.1% |
FPE | Buy | FIRST TRUST PREFERRED SECURITIES AND INCOME ETFetf | $986,000 | +22.6% | 50,700 | +20.2% | 0.42% | +3.2% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $943,000 | +2.2% | 6,734 | +2.0% | 0.41% | -14.0% |
BND | Buy | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $914,000 | +27.5% | 11,004 | +24.6% | 0.39% | +7.1% |
FB | Buy | FACEBOOK INC CL Astock | $891,000 | +29.7% | 4,566 | +10.2% | 0.38% | +9.1% |
IJR | Buy | ISHARES S&P SMALL-CAP FUNDetf | $891,000 | +153.1% | 11,435 | +150.8% | 0.38% | +112.2% |
VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $867,000 | +191.9% | 20,098 | +187.6% | 0.37% | +146.1% |
DBEF | Buy | X-TRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $854,000 | +13.0% | 26,642 | +10.0% | 0.37% | -5.2% |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $760,000 | +18.2% | 18,079 | +14.8% | 0.33% | -0.6% |
PG | Buy | PROCTER AND GAMBLE CO COMstock | $748,000 | +27.0% | 6,714 | +18.7% | 0.32% | +7.0% |
KO | Buy | COCA COLA CO COMstock | $744,000 | +30.1% | 14,309 | +17.1% | 0.32% | +9.6% |
ACWI | Buy | ISHARES MSCI ACWI INDEX FUNDetf | $742,000 | +82.3% | 9,963 | +76.4% | 0.32% | +53.1% |
JRI | Buy | NUVEEN REAL ASSET INM AND GWTH COMcef | $701,000 | +7.5% | 41,403 | +1.8% | 0.30% | -9.6% |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $696,000 | +127.5% | 11,233 | +123.2% | 0.30% | +91.1% |
CLX | Buy | CLOROX CO DEL COMstock | $681,000 | -3.8% | 4,418 | +0.2% | 0.29% | -19.0% |
SLYG | Buy | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $664,000 | +8.5% | 10,922 | +6.6% | 0.29% | -8.9% |
PFE | Buy | PFIZER INC COMstock | $655,000 | +7.7% | 14,807 | +3.5% | 0.28% | -9.3% |
V | Buy | VISA INC COM CL Astock | $643,000 | +48.5% | 3,671 | +32.4% | 0.28% | +24.8% |
PEP | Buy | PEPSICO INC COMstock | $621,000 | +22.0% | 4,687 | +12.9% | 0.27% | +2.7% |
INTC | Buy | INTEL CORP COMstock | $603,000 | -7.7% | 12,533 | +3.1% | 0.26% | -22.4% |
RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $593,000 | +6.8% | 5,467 | +2.8% | 0.26% | -10.2% |
SPY | Buy | SPDR S&P 500 ETFetf | $590,000 | +62.5% | 1,990 | +54.7% | 0.26% | +37.1% |
SPLG | Buy | SPDR PORTFOLIO LARGE CAP ETFetf | $582,000 | +70.2% | 16,680 | +62.1% | 0.25% | +43.4% |
XSOE | Buy | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $577,000 | +49.1% | 19,794 | +47.4% | 0.25% | +25.1% |
BAC | Buy | BANK AMER CORP COMstock | $554,000 | +13.5% | 19,014 | +7.0% | 0.24% | -4.4% |
CVS | Buy | CVS HEALTH CORP COMstock | $553,000 | +15.4% | 10,082 | +13.5% | 0.24% | -2.8% |
RZG | Buy | INVESCO S&P SMALLCAP 600 PURE GROWTH ETFetf | $544,000 | -2.2% | 4,922 | +0.2% | 0.24% | -17.5% |
IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $539,000 | +9.3% | 3,369 | +3.3% | 0.23% | -7.9% |
DGS | Buy | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $539,000 | +41.8% | 11,336 | +40.5% | 0.23% | +19.5% |
TROW | Buy | PRICE T ROWE GROUP INC COMstock | $529,000 | +456.8% | 4,869 | +414.7% | 0.23% | +365.3% |
SPIB | Buy | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $488,000 | +43.5% | 13,983 | +40.4% | 0.21% | +21.3% |
MRK | Buy | MERCK & CO INC COMstock | $488,000 | +10.4% | 5,706 | +7.3% | 0.21% | -7.0% |
VOO | Buy | VANGUARD S&P 500 ETFetf | $487,000 | +7.0% | 1,788 | +2.1% | 0.21% | -9.9% |
YUM | Buy | YUM BRANDS INC COMstock | $481,000 | +26.2% | 4,338 | +13.5% | 0.21% | +6.7% |
SWK | Buy | STANLEY BLACK & DECKER INC COMstock | $474,000 | +7.0% | 3,253 | +0.1% | 0.20% | -9.7% |
LMBS | New | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $473,000 | – | 9,135 | +100.0% | 0.20% | – |
CMI | Buy | CUMMINS INC COMstock | $468,000 | +10.1% | 2,747 | +1.9% | 0.20% | -7.3% |
ADI | Buy | ANALOG DEVICES INC COMstock | $468,000 | +8.8% | 4,124 | +1.0% | 0.20% | -8.6% |
DES | Buy | WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDetf | $468,000 | +34.1% | 17,322 | +36.7% | 0.20% | +12.8% |
MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $465,000 | +7.6% | 7,257 | +1.9% | 0.20% | -9.5% |
GE | Buy | GENERAL ELECTRIC CO COMstock | $464,000 | +22.8% | 43,675 | +15.9% | 0.20% | +3.1% |
WDAY | New | WORKDAY INC CL Astock | $457,000 | – | 2,136 | +100.0% | 0.20% | – |
AVGO | Buy | BROADCOM INC COMstock | $452,000 | +0.2% | 1,531 | +2.0% | 0.20% | -15.6% |
MDT | Buy | MEDTRONIC PLC SHSstock | $449,000 | +19.4% | 4,577 | +10.9% | 0.19% | +0.5% |
MET | Buy | METLIFE INC COMstock | $448,000 | +24.4% | 8,964 | +6.1% | 0.19% | +4.3% |
HD | Buy | HOME DEPOT INC COMstock | $444,000 | +14.1% | 2,113 | +4.1% | 0.19% | -4.0% |
LMT | Buy | LOCKHEED MARTIN CORP COMstock | $443,000 | +2668.8% | 1,207 | +2221.2% | 0.19% | +2287.5% |
IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $438,000 | +9.5% | 3,417 | +5.5% | 0.19% | -7.8% |
MO | Buy | ALTRIA GROUP INC COMstock | $432,000 | -10.9% | 8,881 | +5.1% | 0.19% | -25.3% |
DLS | Buy | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf | $426,000 | +35.7% | 6,484 | +35.9% | 0.18% | +14.3% |
DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $426,000 | +10.6% | 11,752 | +9.2% | 0.18% | -6.6% |
UTX | Buy | UNITED TECHNOLOGIES CORP COMstock | $423,000 | +18.2% | 3,206 | +15.2% | 0.18% | -0.5% |
ITA | Buy | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $410,000 | +8.2% | 1,919 | +1.1% | 0.18% | -8.8% |
HOLX | Buy | HOLOGIC INC COMstock | $400,000 | +7900.0% | 8,300 | +8200.0% | 0.17% | +5666.7% |
QUAL | Buy | ISHARES EDGE MSCI USA QUALITY FACTOR ETFetf | $397,000 | +69.7% | 4,293 | +62.5% | 0.17% | +42.5% |
PLD | Buy | PROLOGIS INC COMreit | $393,000 | +4812.5% | 4,821 | +4020.5% | 0.17% | +4150.0% |
WFHY | Buy | WISDOMTREE FUNDAMENTAL U.S. HIGH YIELD CORPORATE BOND FUNDetf | $391,000 | +21.1% | 7,608 | +19.8% | 0.17% | +1.8% |
IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $387,000 | +258.3% | 7,437 | +256.0% | 0.17% | +203.6% |
NOW | Buy | SERVICENOW INC COMstock | $387,000 | +19250.0% | 1,342 | +13320.0% | 0.17% | +16600.0% |
FE | Buy | FIRSTENERGY CORP COMstock | $383,000 | +834.1% | 8,813 | +798.4% | 0.16% | +685.7% |
ACIA | Buy | ACACIA COMMUNICATIONS INC COMstock | $380,000 | +874.4% | 7,735 | +1045.9% | 0.16% | +720.0% |
NEE | Buy | NEXTERA ENERGY INC COMstock | $380,000 | +242.3% | 1,828 | +217.4% | 0.16% | +187.7% |
NGG | Buy | NATIONAL GRID PLC SPONSORED ADR NEadr | $375,000 | +38.4% | 6,902 | +42.0% | 0.16% | +16.5% |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $373,000 | +12.0% | 7,003 | +9.1% | 0.16% | -5.8% |
GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $374,000 | +103.3% | 14,510 | +98.9% | 0.16% | +71.3% |
TXN | Buy | TEXAS INSTRS INC COMstock | $373,000 | +27.3% | 3,216 | +16.5% | 0.16% | +7.3% |
SPMB | Buy | SPDR BLOOMBERG BARCLAYS MORTGAGE BACKED BOND ETFetf | $370,000 | +25.9% | 14,223 | +24.8% | 0.16% | +6.0% |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $369,000 | +64.7% | 8,610 | +53.1% | 0.16% | +38.3% |
AMGN | Buy | AMGEN INC COMstock | $354,000 | +4.4% | 1,898 | +6.3% | 0.15% | -12.1% |
KMB | Buy | KIMBERLY CLARK CORP COMstock | $347,000 | +37.2% | 2,550 | +24.9% | 0.15% | +15.4% |
JLS | Buy | NUVEEN MTG OPPORTUNITY TERM FD COMcef | $347,000 | +5.5% | 14,956 | +5.9% | 0.15% | -11.2% |
PBCT | Buy | PEOPLES UTD FINL INC COMstock | $344,000 | +1.5% | 20,707 | +0.3% | 0.15% | -14.9% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $334,000 | 0.0% | 11,502 | +0.2% | 0.14% | -15.8% |
IIPR | Buy | INNOVATIVE INDL PPTYS INC COMreit | $332,000 | +48.2% | 2,754 | +0.4% | 0.14% | +24.3% |
SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $329,000 | +19.2% | 11,061 | +16.9% | 0.14% | 0.0% |
VB | Buy | VANGUARD SMALL-CAP INDEX FUNDetf | $326,000 | +6.2% | 2,074 | +3.2% | 0.14% | -10.2% |
MTUM | Buy | ISHARES EDGE MSCI USA MOMENTUM FACTOR ETFetf | $325,000 | +39.5% | 2,693 | +29.6% | 0.14% | +16.7% |
ABBV | Buy | ABBVIE INC COMstock | $323,000 | +9.1% | 4,357 | +18.6% | 0.14% | -8.6% |
COF | Buy | CAPITAL ONE FINL CORP COMstock | $310,000 | +13.1% | 3,408 | +1.6% | 0.13% | -5.0% |
MUB | Buy | ISHARES NATIONAL MUNI BOND ETFetf | $309,000 | +618.6% | 2,738 | +605.7% | 0.13% | +504.5% |
RESE | Buy | WISDOMTREE EMERGING MARKETS DIVIDEND FUNDetf | $299,000 | +58.2% | 9,413 | +56.3% | 0.13% | +33.0% |
RWL | New | INVESCO S&P 500 REVENUE ETFetf | $289,000 | – | 5,390 | +100.0% | 0.12% | – |
COST | Buy | COSTCO WHSL CORP NEW COMstock | $287,000 | +19.1% | 1,080 | +8.5% | 0.12% | 0.0% |
SDIV | Buy | GLOBAL X SUPERDIVIDEND ETFetf | $288,000 | -3.0% | 16,761 | +2.7% | 0.12% | -18.4% |
ATI | New | ALLEGHENY TECHNOLOGIES INC COMstock | $287,000 | – | 11,450 | +100.0% | 0.12% | – |
QLTA | Buy | ISHARES AAA - A RATED CORPORATE BOND ETFetf | $284,000 | +34.6% | 5,294 | +31.1% | 0.12% | +13.9% |
NTC | Buy | NUVEEN CONNECTICUT QLTY MUN FD COMcef | $286,000 | +12.6% | 22,065 | +4.8% | 0.12% | -5.4% |
WEC | Buy | WEC ENERGY GROUP INC COMstock | $283,000 | +49.7% | 3,362 | +40.6% | 0.12% | +25.8% |
USFR | Buy | WISDOMTREE FLOATING RATE TREASURY FUNDetf | $280,000 | +26.1% | 11,170 | +26.4% | 0.12% | +6.1% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $271,000 | +102.2% | 1,263 | +89.1% | 0.12% | +69.6% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFetf | $271,000 | +12.9% | 3,079 | +9.8% | 0.12% | -4.9% |
AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $269,000 | +438.0% | 8,620 | +342.1% | 0.12% | +346.2% |
QCOM | Buy | QUALCOMM INC COMstock | $269,000 | +48.6% | 3,492 | +10.2% | 0.12% | +24.7% |
VBR | Buy | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $268,000 | +42.6% | 2,056 | +40.4% | 0.12% | +20.8% |
SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $265,000 | +21.0% | 8,210 | +17.1% | 0.11% | +1.8% |
CSX | Buy | CSX CORP COMstock | $262,000 | +31.7% | 3,347 | +25.6% | 0.11% | +10.8% |
ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $263,000 | +6475.0% | 4,055 | +6658.3% | 0.11% | +5550.0% |
GILD | Buy | GILEAD SCIENCES INC COMstock | $258,000 | +10.3% | 3,744 | +4.1% | 0.11% | -7.5% |
DVY | Buy | ISHARES SELECT DIVIDEND ETFetf | $254,000 | +27.0% | 2,540 | +24.8% | 0.11% | +6.8% |
XNTK | Buy | SPDR NYSE TECHNOLOGY ETFetf | $253,000 | +97.7% | 3,412 | +90.3% | 0.11% | +65.2% |
BX | New | BLACKSTONE GROUP INC COM CL Astock | $252,000 | – | 5,333 | +100.0% | 0.11% | – |
RWK | New | INVESCO S&P MIDCAP 400 REVENUE ETFetf | $252,000 | – | 4,180 | +100.0% | 0.11% | – |
SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $245,000 | +105.9% | 6,774 | +103.5% | 0.11% | +73.8% |
MJ | Buy | ETFMG ALTERNATIVE HARVEST ETFetf | $243,000 | -9.0% | 7,691 | +5.0% | 0.10% | -23.4% |
CRM | Buy | SALESFORCE COM INC COMstock | $241,000 | +13.7% | 1,565 | +16.8% | 0.10% | -4.6% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $237,000 | -12.9% | 4,312 | +0.4% | 0.10% | -27.1% |
EMHY | Buy | ISHARES EMERGING MARKETS HIGH YIELD BOND FUNDetf | $229,000 | +136.1% | 4,778 | +131.5% | 0.10% | +98.0% |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $229,000 | +17.4% | 2,878 | +8.8% | 0.10% | -1.0% |
CAT | Buy | CATERPILLAR INC DEL COMstock | $228,000 | +19.4% | 1,679 | +19.0% | 0.10% | 0.0% |
FHLC | Buy | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $227,000 | +1.8% | 5,010 | +0.1% | 0.10% | -14.0% |
VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $224,000 | +24.4% | 1,351 | +17.4% | 0.10% | +5.4% |
DFJ | Buy | WISDOMTREE JAPAN SMALLCAP DIVIDEND FUNDetf | $223,000 | +0.9% | 3,299 | +1.9% | 0.10% | -15.0% |
DD | New | DUPONT DE NEMOURS INC COMstock | $222,000 | – | 2,973 | +100.0% | 0.10% | – |
BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $220,000 | +3.3% | 3,834 | +0.6% | 0.10% | -12.8% |
Buy | APTOSE BIOSCIENCES INC COM NEWstock | $221,000 | +39.9% | 85,029 | +7.9% | 0.10% | +17.3% | |
ENB | Buy | ENBRIDGE INC COMstock | $219,000 | +19.0% | 6,092 | +20.0% | 0.09% | 0.0% |
PZA | Buy | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETFetf | $215,000 | +5.4% | 8,211 | +3.5% | 0.09% | -11.4% |
ADBE | Buy | ADOBE INC COMstock | $210,000 | +30.4% | 697 | +15.6% | 0.09% | +9.6% |
VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $212,000 | +101.9% | 1,894 | +94.7% | 0.09% | +68.5% |
TDIV | Buy | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $203,000 | +21.6% | 5,119 | +17.2% | 0.09% | +2.3% |
GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $201,000 | +19.6% | 974 | +11.3% | 0.09% | +1.2% |
GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $202,000 | +18.1% | 182 | +25.5% | 0.09% | -1.1% |
ILCG | Buy | ISHARES MORNINGSTAR LARGE-CAP GROWTH ETFetf | $200,000 | +440.5% | 1,030 | +415.0% | 0.09% | +352.6% |
CI | Buy | CIGNA CORP NEW COMstock | $196,000 | +7.7% | 1,196 | +4.3% | 0.08% | -8.6% |
PM | Buy | PHILIP MORRIS INTL INC COMstock | $198,000 | +24.5% | 2,484 | +38.2% | 0.08% | +3.7% |
CRON | Buy | CRONOS GROUP INC COMstock | $198,000 | +164.0% | 12,796 | +213.6% | 0.08% | +123.7% |
WPC | Buy | W P CAREY INC COMreit | $194,000 | +16.2% | 2,388 | +12.2% | 0.08% | -2.3% |
ABT | Buy | ABBOTT LABS COMstock | $194,000 | +36.6% | 2,287 | +28.8% | 0.08% | +15.1% |
BSV | Buy | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $192,000 | +74.5% | 2,382 | +72.2% | 0.08% | +48.2% |
RTN | Buy | RAYTHEON CO COM NEWstock | $192,000 | +131.3% | 1,112 | +143.3% | 0.08% | +93.0% |
SPLB | Buy | SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFetf | $192,000 | +58.7% | 6,638 | +49.3% | 0.08% | +33.9% |
FMHI | Buy | FIRST TRUST MUNICIPAL HIGH INCOME ETFetf | $190,000 | +15.2% | 3,629 | +12.6% | 0.08% | -3.5% |
CVX | Buy | CHEVRON CORP NEW COMstock | $187,000 | +2.7% | 1,523 | +3.2% | 0.08% | -12.9% |
ACB | Buy | AURORA CANNABIS INC COMstock | $186,000 | +226.3% | 24,325 | +286.1% | 0.08% | +175.9% |
LGLV | Buy | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $182,000 | +76.7% | 1,664 | +63.3% | 0.08% | +49.1% |
UTF | Buy | COHEN & STEERS INFRASTRUCTURE COMcef | $178,000 | +29.0% | 6,842 | +21.4% | 0.08% | +8.5% |
EMB | Buy | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $171,000 | +29.5% | 1,505 | +25.6% | 0.07% | +8.8% |
DEM | Buy | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $172,000 | +52.2% | 3,839 | +48.9% | 0.07% | +27.6% |
JMT | Buy | NUVEEN MTG OPPTY TERM FD 2 COMcef | $170,000 | +6.9% | 7,572 | +7.1% | 0.07% | -11.0% |
HNDL | Buy | STRATEGY SHARES NASDAQ 7HANDL INDEX ETFetf | $170,000 | +11.1% | 7,050 | +9.3% | 0.07% | -6.4% |
ESGU | Buy | ISHARES MSCI USA ESG OPTIMIZED ETFetf | $169,000 | +8350.0% | 2,601 | +7125.0% | 0.07% | +7200.0% |
SHAG | Buy | WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUNDetf | $166,000 | +24.8% | 3,299 | +22.9% | 0.07% | +5.9% |
VGT | Buy | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $164,000 | +11.6% | 763 | +3.8% | 0.07% | -5.3% |
SPLK | Buy | SPLUNK INC COMstock | $163,000 | +8050.0% | 1,272 | +6260.0% | 0.07% | +6900.0% |
ELD | Buy | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $161,000 | +8.8% | 4,522 | +4.5% | 0.07% | -9.2% |
DTN | Buy | WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUNDetf | $156,000 | +15.6% | 1,817 | +15.1% | 0.07% | -2.9% |
SDY | Buy | SPDR S&P DIVIDEND ETFetf | $156,000 | +2.0% | 1,541 | +0.3% | 0.07% | -14.1% |
XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $153,000 | -1.3% | 2,431 | +3.5% | 0.07% | -17.5% |
SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $154,000 | +87.8% | 4,887 | +80.5% | 0.07% | +57.1% |
DOW | New | DOW INC COMstock | $150,000 | – | 3,035 | +100.0% | 0.06% | – |
IR | Buy | INGERSOLL-RAND PLC SHSstock | $150,000 | +1053.8% | 1,194 | +920.5% | 0.06% | +828.6% |
NVDA | Buy | NVIDIA CORP COMstock | $151,000 | -4.4% | 930 | +5.3% | 0.06% | -19.8% |
UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $148,000 | +7.2% | 1,454 | +17.6% | 0.06% | -9.9% |
SMLV | Buy | SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETFetf | $149,000 | +12.9% | 1,601 | +10.6% | 0.06% | -5.9% |
EFV | Buy | ISHARES MSCI EAFE VALUE ETFetf | $149,000 | +263.4% | 3,075 | +262.6% | 0.06% | +204.8% |
PGX | Buy | INVESCO PREFERRED ETFetf | $147,000 | +1737.5% | 9,985 | +1715.5% | 0.06% | +1475.0% |
ADS | Buy | ALLIANCE DATA SYSTEMS CORP COMstock | $146,000 | -7.0% | 1,000 | +11.1% | 0.06% | -22.2% |
RWJ | New | INVESCO S&P SMALLCAP 600 REVENUE ETFetf | $145,000 | – | 2,315 | +100.0% | 0.06% | – |
ANTM | Buy | ANTHEM INC COMstock | $147,000 | 0.0% | 524 | +2.1% | 0.06% | -16.0% |
DEEF | Buy | X-TRACKERS FTSE DEVELOPED EX US COMPREHENSIVE FACTOR ETFetf | $144,000 | +2.9% | 5,196 | +2.1% | 0.06% | -13.9% |
SPYD | Buy | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $144,000 | +1957.1% | 3,778 | +1920.3% | 0.06% | +1450.0% |
SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $142,000 | +294.4% | 3,611 | +273.8% | 0.06% | +238.9% |
IRM | Buy | IRON MTN INC NEW COMreit | $141,000 | +20.5% | 4,455 | +35.0% | 0.06% | +1.7% |
DE | Buy | DEERE & CO COMstock | $140,000 | +42.9% | 850 | +38.7% | 0.06% | +20.0% |
ISD | Buy | PGIM HIGH YIELD BOND FUND INC COMcef | $138,000 | +10.4% | 9,350 | +5.6% | 0.06% | -6.2% |
PYPL | Buy | PAYPAL HLDGS INC COMstock | $138,000 | +23.2% | 1,188 | +9.8% | 0.06% | +5.3% |
WBS | Buy | WEBSTER FINL CORP CONN COMstock | $140,000 | -6.7% | 3,073 | +0.7% | 0.06% | -22.1% |
THQ | Buy | TEKLA HEALTHCARE OPPORTUNIT FD SHScef | $140,000 | +12.0% | 7,739 | +9.0% | 0.06% | -6.2% |
ET | Buy | ENERGY TRANSFER LP COM UT LTD PTNstock | $137,000 | +25.7% | 9,662 | +36.2% | 0.06% | +5.4% |
BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $137,000 | +28.0% | 783 | +34.1% | 0.06% | +7.3% |
ATVI | Buy | ACTIVISION BLIZZARD INC COMstock | $137,000 | +104.5% | 2,863 | +93.7% | 0.06% | +73.5% |
USB | Buy | US BANCORP DEL COM NEWstock | $135,000 | +10.7% | 2,543 | +0.2% | 0.06% | -7.9% |
SRLN | Buy | SPDR BLACKSTONE/ GSO SENIOR LOAN ETFetf | $135,000 | +1025.0% | 2,934 | +1073.6% | 0.06% | +866.7% |
VO | Buy | VANGUARD MID-CAP INDEX FUNDetf | $135,000 | +159.6% | 807 | +148.3% | 0.06% | +114.8% |
CEZ | Buy | VICTORYSHARES EMERGING MARKET VOLATILITY WTD INDEX ETFetf | $131,000 | +20.2% | 5,014 | +18.0% | 0.06% | +1.8% |
FMB | Buy | FIRST TRUST MANAGED MUNICIPAL ETFetf | $129,000 | +17.3% | 2,359 | +15.9% | 0.06% | 0.0% |
C | Buy | CITIGROUP INC COM NEWstock | $129,000 | +17.3% | 1,838 | +3.9% | 0.06% | 0.0% |
EMLP | Buy | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDetf | $128,000 | +3.2% | 5,080 | +1.6% | 0.06% | -14.1% |
MDLZ | Buy | MONDELEZ INTL INC CL Astock | $128,000 | +77.8% | 2,324 | +61.8% | 0.06% | +48.6% |
USRT | Buy | ISHARES CORE U.S. REIT ETFetf | $128,000 | +4166.7% | 2,431 | +4861.2% | 0.06% | +2650.0% |
TD | Buy | TORONTO DOMINION BK ONT COM NEWstock | $125,000 | +52.4% | 2,128 | +41.7% | 0.05% | +28.6% |
CDC | Buy | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETFetf | $125,000 | +7.8% | 2,723 | +4.4% | 0.05% | -10.0% |
EXAS | Buy | EXACT SCIENCES CORP COMstock | $124,000 | +59.0% | 1,060 | +17.8% | 0.05% | +35.0% |
IDV | Buy | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $123,000 | +18.3% | 3,974 | +17.6% | 0.05% | 0.0% |
AVK | Buy | ADVENT CLAYMORE CV SECS & INC COMcef | $120,000 | +14.3% | 7,981 | +12.0% | 0.05% | -3.7% |
DTH | Buy | WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUNDetf | $121,000 | +317.2% | 2,975 | +308.7% | 0.05% | +246.7% |
CWB | Buy | SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETFetf | $120,000 | +207.7% | 2,260 | +202.1% | 0.05% | +160.0% |
EZM | Buy | WISDOMTREE U.S. MIDCAP FUNDetf | $119,000 | +5.3% | 2,977 | +3.5% | 0.05% | -12.1% |
D | Buy | DOMINION ENERGY INC COMstock | $119,000 | +2.6% | 1,543 | +1.6% | 0.05% | -15.0% |
EXEL | New | EXELIXIS INC COMstock | $119,000 | – | 5,625 | +100.0% | 0.05% | – |
MOS | New | MOSAIC CO NEW COMstock | $116,000 | – | 4,675 | +100.0% | 0.05% | – |
WDC | Buy | WESTERN DIGITAL CORP COMstock | $117,000 | +3800.0% | 2,412 | +3500.0% | 0.05% | +2400.0% |
JPC | Buy | NUVEEN PFD & INCM OPPORTNYS FD COMcef | $113,000 | +9.7% | 11,423 | +5.9% | 0.05% | -7.5% |
SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $111,000 | +32.1% | 1,560 | +25.6% | 0.05% | +11.6% |
MEDP | New | MEDPACE HLDGS INC COMstock | $110,000 | – | 1,700 | +100.0% | 0.05% | – |
EWU | Buy | ISHARES MSCI UNITED KINGDOM ETFetf | $109,000 | +220.6% | 3,345 | +226.7% | 0.05% | +176.5% |
FDN | Buy | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $108,000 | +140.0% | 738 | +129.9% | 0.05% | +104.3% |
NXPI | Buy | NXP SEMICONDUCTORS N V COMstock | $106,000 | +24.7% | 1,082 | +12.6% | 0.05% | +4.5% |
HEDJ | New | WISDOMTREE EUROPE HEDGED EQUITY FUNDetf | $107,000 | – | 1,600 | +100.0% | 0.05% | – |
STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $106,000 | +49.3% | 534 | +31.9% | 0.05% | +27.8% |
VEU | Buy | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $105,000 | +25.0% | 2,043 | +21.4% | 0.04% | +4.7% |
PRU | Buy | PRUDENTIAL FINL INC COMstock | $105,000 | +23.5% | 1,040 | +12.2% | 0.04% | +2.3% |
NOV | New | NATIONAL OILWELL VARCO INC COMstock | $103,000 | – | 4,741 | +100.0% | 0.04% | – |
FFTY | Buy | INNOVATOR IBD 50 ETFetf | $101,000 | +676.9% | 2,900 | +625.0% | 0.04% | +528.6% |
ANGL | Buy | VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETFetf | $103,000 | +2.0% | 3,517 | +0.2% | 0.04% | -15.4% |
BIIB | Buy | BIOGEN INC COMstock | $101,000 | +7.4% | 428 | +7.5% | 0.04% | -8.3% |
PAYX | Buy | PAYCHEX INC COMstock | $99,000 | +7.6% | 1,189 | +3.8% | 0.04% | -8.5% |
FFC | Buy | FLAHERTY&CRMN PFD SEC INCOM FD COMcef | $99,000 | +17.9% | 4,930 | +11.3% | 0.04% | 0.0% |
JGH | Buy | NUVEEN GLOBAL HIGH INCOME FD SHScef | $99,000 | +6.5% | 6,386 | +3.3% | 0.04% | -10.4% |
SPIP | Buy | SPDR BLOOMBERG BARCLAYS TIPS ETFetf | $99,000 | +890.0% | 1,769 | +922.5% | 0.04% | +760.0% |
FNDE | Buy | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETFetf | $100,000 | +233.3% | 3,458 | +217.2% | 0.04% | +186.7% |
XMLV | Buy | INVESCO S&P MIDCAP LOW VOLATILITY ETFetf | $97,000 | +1840.0% | 1,867 | +1678.1% | 0.04% | +1300.0% |
OEF | Buy | ISHARES S&P 100 ETFetf | $95,000 | +4.4% | 727 | +0.1% | 0.04% | -12.8% |
IPKW | Buy | INVESCO INTERNATIONAL BUYBACK ACHIEVERSA ETFetf | $93,000 | +9.4% | 2,917 | +8.8% | 0.04% | -9.1% |
EMLC | Buy | VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $93,000 | +106.7% | 2,685 | +99.2% | 0.04% | +73.9% |
JPHY | Buy | JPMORGAN DISCIPLINED HIGH YIELD ETFetf | $93,000 | +4550.0% | 1,812 | +3755.3% | 0.04% | +3900.0% |
XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $91,000 | +23.0% | 758 | +16.4% | 0.04% | +2.6% |
XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $91,000 | +2.2% | 1,182 | +0.1% | 0.04% | -15.2% |
UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $87,000 | +85.1% | 356 | +88.4% | 0.04% | +58.3% |
STT | Buy | STATE STR CORP COMstock | $88,000 | -16.2% | 1,595 | +0.3% | 0.04% | -29.6% |
IEUR | Buy | ISHARES CORE MSCI EUROPE ETFetf | $88,000 | +76.0% | 1,880 | +71.1% | 0.04% | +46.2% |
IGSB | Buy | ISHARES SHORT-TERM CORPORATE BOND ETFetf | $88,000 | 0.0% | 1,659 | +0.1% | 0.04% | -15.6% |
TCP | Buy | TC PIPELINES LP UT COM LTD PRTstock | $88,000 | +1.1% | 2,331 | +0.6% | 0.04% | -15.6% |
DIAX | Buy | NUVEEN DOW 30 DYN OVERWRITE SHScef | $88,000 | -1.1% | 4,987 | +1.1% | 0.04% | -17.4% |
JNK | New | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFetf | $88,000 | – | 823 | +100.0% | 0.04% | – |
KRE | Buy | SPDR S&P REGIONAL BANKING ETFetf | $88,000 | +3.5% | 1,656 | +0.3% | 0.04% | -13.6% |
ONEY | Buy | SPDR RUSSELL 1000 YIELD FOCUS ETFetf | $86,000 | +24.6% | 1,218 | +23.0% | 0.04% | +5.7% |
TSLA | Buy | TESLA INC COMstock | $82,000 | +28.1% | 363 | +59.9% | 0.04% | +6.1% |
PFL | Buy | PIMCO INCOME STRATEGY FUND COMcef | $80,000 | +29.0% | 6,714 | +25.0% | 0.04% | +9.4% |
GRUB | Buy | GRUBHUB INC COMstock | $82,000 | +720.0% | 1,075 | +616.7% | 0.04% | +600.0% |
DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $81,000 | +1.2% | 910 | +2.6% | 0.04% | -14.6% |
BZUN | New | BAOZUN INC SPONSORED ADRadr | $79,000 | – | 1,450 | +100.0% | 0.03% | – |
SKYY | Buy | FIRST TRUST CLOUD COMPUTING ETFetf | $79,000 | +5.3% | 1,341 | +2.8% | 0.03% | -10.5% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $78,000 | +66.0% | 260 | +50.3% | 0.03% | +41.7% |
BIV | Buy | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $79,000 | +3.9% | 911 | +0.3% | 0.03% | -12.8% |
AXP | Buy | AMERICAN EXPRESS CO COMstock | $76,000 | +13.4% | 609 | +96.5% | 0.03% | -2.9% |
LEN | Buy | LENNAR CORP CL Astock | $75,000 | +240.9% | 1,550 | +244.4% | 0.03% | +190.9% |
AMT | New | AMERICAN TOWER CORP NEW COMreit | $72,000 | – | 351 | +100.0% | 0.03% | – |
ZTO | New | ZTO EXPRESS CAYMAN INC SPONSORED ADS Aadr | $71,000 | – | 3,625 | +100.0% | 0.03% | – |
ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $71,000 | +36.5% | 133 | +44.6% | 0.03% | +14.8% |
SCHB | New | SCHWAB U.S. BROAD MARKET ETFetf | $71,000 | – | 1,000 | +100.0% | 0.03% | – |
EWJ | Buy | ISHARES MSCI JAPAN ETFetf | $73,000 | +128.1% | 1,323 | +127.3% | 0.03% | +93.8% |
EPAM | New | EPAM SYS INC COMstock | $71,000 | – | 400 | +100.0% | 0.03% | – |
EVLV | Buy | EVINE LIVE INC CL Astock | $72,000 | +200.0% | 174,657 | +235.9% | 0.03% | +158.3% |
NZF | Buy | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTcef | $69,000 | +4.5% | 4,369 | +0.3% | 0.03% | -11.8% |
MMS | Buy | MAXIMUS INC COMstock | $70,000 | +2.9% | 962 | +0.2% | 0.03% | -14.3% |
JMM | Buy | NUVEEN MULTI MKT INCOME FD COMcef | $69,000 | +3.0% | 9,420 | +0.1% | 0.03% | -11.8% |
FBT | Buy | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDetf | $68,000 | 0.0% | 480 | +6.0% | 0.03% | -17.1% |
CPE | New | CALLON PETE CO DEL COMstock | $68,000 | – | 10,900 | +100.0% | 0.03% | – |
SPTL | Buy | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $68,000 | +30.8% | 1,773 | +23.9% | 0.03% | +7.4% |
SUN | Buy | SUNOCO LP COM UT REP LPstock | $68,000 | +13.3% | 2,098 | +9.5% | 0.03% | -6.5% |
LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $64,000 | +8.5% | 498 | +0.2% | 0.03% | -6.7% |
KL | New | KIRKLAND LAKE GOLD LTD COMstock | $65,000 | – | 1,500 | +100.0% | 0.03% | – |
PEY | Buy | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $66,000 | +1.5% | 3,616 | +0.1% | 0.03% | -15.2% |
PANW | Buy | PALO ALTO NETWORKS INC COMstock | $66,000 | -15.4% | 321 | +0.3% | 0.03% | -30.0% |
YUMC | Buy | YUM CHINA HLDGS INC COMstock | $66,000 | +6.5% | 1,461 | +5.1% | 0.03% | -12.5% |
IJT | Buy | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $62,000 | +8.8% | 337 | +6.0% | 0.03% | -6.9% |
SHYD | Buy | VANECK VECTORS SHORT HIGH-YIELD MUNICIPAL INDEX ETFetf | $60,000 | +9.1% | 2,398 | +8.4% | 0.03% | -7.1% |
PJP | Buy | INVESCO DYNAMIC PHARMACEUTICALS ETFetf | $60,000 | +106.9% | 986 | +123.1% | 0.03% | +73.3% |
SUB | Buy | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $57,000 | +5.6% | 539 | +5.9% | 0.02% | -10.7% |
ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $57,000 | +96.6% | 378 | +86.2% | 0.02% | +66.7% |
DG | Buy | DOLLAR GEN CORP NEW COMstock | $59,000 | +18.0% | 429 | +3.1% | 0.02% | -3.8% |
MORT | Buy | VANECK VECTORS MORTGAGE REIT INCOME ETFetf | $56,000 | -3.4% | 2,473 | +0.2% | 0.02% | -20.0% |
SHY | Buy | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $56,000 | +86.7% | 665 | +88.4% | 0.02% | +60.0% |
ALGN | Buy | ALIGN TECHNOLOGY INC COMstock | $55,000 | +25.0% | 203 | +31.8% | 0.02% | +4.3% |
SWM | Buy | SCHWEITZER-MAUDUIT INTL INC COMstock | $53,000 | -7.0% | 1,629 | +11.4% | 0.02% | -20.7% |
DEA | Buy | EASTERLY GOVT PPTYS INC COMreit | $53,000 | +1.9% | 2,931 | +1.0% | 0.02% | -14.8% |
CME | Buy | CME GROUP INC COM CL Astock | $53,000 | +278.6% | 263 | +209.4% | 0.02% | +228.6% |
ADSK | Buy | AUTODESK INC COMstock | $50,000 | +614.3% | 296 | +543.5% | 0.02% | +450.0% |
SCHO | Buy | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $50,000 | +2.0% | 981 | +1.0% | 0.02% | -12.0% |
IXJ | Buy | ISHARES GLOBAL HEALTHCARE ETFetf | $52,000 | +126.1% | 836 | +120.6% | 0.02% | +83.3% |
FAST | Buy | FASTENAL CO COMstock | $50,000 | 0.0% | 1,544 | +97.7% | 0.02% | -15.4% |
CHW | Buy | CALAMOS GBL DYN INCOME FUND COMcef | $51,000 | +2.0% | 6,326 | +0.2% | 0.02% | -15.4% |
OSPN | Buy | ONESPAN INC COMstock | $50,000 | +2400.0% | 3,700 | +3600.0% | 0.02% | +2100.0% |
VDC | Buy | VANGUARD CONSUMER STAPLES INDEX FUNDetf | $49,000 | +1533.3% | 328 | +1540.0% | 0.02% | +950.0% |
CNTTQ | New | CANNTRUST HLDGS INC COMstock | $47,000 | – | 9,400 | +100.0% | 0.02% | – |
EXTR | New | EXTREME NETWORKS INC COMstock | $46,000 | – | 7,100 | +100.0% | 0.02% | – |
GSLC | Buy | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $46,000 | +24.3% | 773 | +19.5% | 0.02% | +5.3% |
ORI | Buy | OLD REP INTL CORP COMstock | $47,000 | +9.3% | 2,075 | +0.7% | 0.02% | -9.1% |
MRVL | Buy | MARVELL TECHNOLOGY GROUP LTD ORDstock | $43,000 | +258.3% | 1,807 | +198.2% | 0.02% | +216.7% |
AGN | Buy | ALLERGAN PLC SHSstock | $44,000 | +63.0% | 259 | +43.1% | 0.02% | +35.7% |
PDCO | Buy | PATTERSON COMPANIES INC COMstock | $44,000 | – | 1,997 | +15261.5% | 0.02% | – |
AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $45,000 | +275.0% | 503 | +259.3% | 0.02% | +216.7% |
MLPX | Buy | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETFetf | $43,000 | +95.5% | 3,324 | +102.8% | 0.02% | +72.7% |
IQDF | Buy | FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUNDetf | $45,000 | +104.5% | 1,920 | +105.3% | 0.02% | +72.7% |
PFF | Buy | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $45,000 | +21.6% | 1,218 | +20.6% | 0.02% | 0.0% |
AIEQ | Buy | AI POWERED EQUITY ETFetf | $41,000 | +13.9% | 1,541 | +11.9% | 0.02% | 0.0% |
BBJP | New | JPMORGAN BETABUILDERS JAPAN ETFetf | $41,000 | – | 1,773 | +100.0% | 0.02% | – |
SCI | Buy | SERVICE CORP INTL COMstock | $39,000 | +18.2% | 831 | +0.8% | 0.02% | 0.0% |
IRBT | Buy | IROBOT CORP COMstock | $39,000 | +39.3% | 435 | +85.1% | 0.02% | +21.4% |
EWG | New | ISHARES MSCI GERMANY ETFetf | $39,000 | – | 1,393 | +100.0% | 0.02% | – |
GIS | Buy | GENERAL MLS INC COMstock | $40,000 | +2.6% | 754 | +1.3% | 0.02% | -15.0% |
COUP | New | COUPA SOFTWARE INC COMstock | $40,000 | – | 300 | +100.0% | 0.02% | – |
TWTR | Buy | TWITTER INC COMstock | $40,000 | +300.0% | 1,101 | +265.8% | 0.02% | +240.0% |
VMBS | Buy | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $39,000 | +333.3% | 737 | +336.1% | 0.02% | +240.0% |
OILK | Buy | PROSHARES K-1 FREE CRUDE OIL STRATEGY ETFetf | $40,000 | +3900.0% | 1,944 | +6171.0% | 0.02% | +1600.0% |
AIG | Buy | AMERICAN INTL GROUP INC COM NEWstock | $36,000 | +200.0% | 670 | +139.3% | 0.02% | +166.7% |
IPAC | Buy | ISHARES CORE MSCI PACIFIC ETFetf | $38,000 | +65.2% | 678 | +62.6% | 0.02% | +33.3% |
LIN | Buy | LINDE PLC SHSstock | $38,000 | +31.0% | 188 | +14.6% | 0.02% | +6.7% |
OXY | Buy | OCCIDENTAL PETE CORP COMstock | $36,000 | -26.5% | 737 | +0.1% | 0.02% | -36.0% |
LORL | Buy | LORAL SPACE & COMMUNICATNS INC COMstock | $35,000 | +40.0% | 1,000 | +42.9% | 0.02% | +15.4% |
VGIT | Buy | VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETFetf | $34,000 | +1033.3% | 514 | +869.8% | 0.02% | +650.0% |
PPL | Buy | PPL CORP COMstock | $35,000 | +6.1% | 1,139 | +10.7% | 0.02% | -11.8% |
SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $34,000 | +6.2% | 470 | +2.4% | 0.02% | -6.2% |
RNDM | New | FIRST TRUST DEVELOPED INTERNATIONAL EQUITY SELECT ETFetf | $34,000 | – | 654 | +100.0% | 0.02% | – |
TOTL | Buy | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFetf | $35,000 | +6.1% | 713 | +3.9% | 0.02% | -11.8% |
STWD | Buy | STARWOOD PPTY TR INC COMreit | $35,000 | +118.8% | 1,552 | +118.3% | 0.02% | +87.5% |
VTIP | Buy | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $35,000 | +2.9% | 709 | +1.3% | 0.02% | -11.8% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC COMstock | $32,000 | +113.3% | 177 | +118.5% | 0.01% | +75.0% |
EHC | Buy | ENCOMPASS HEALTH CORP COMstock | $32,000 | +3100.0% | 509 | +4141.7% | 0.01% | +1300.0% |
FTC | New | FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUNDetf | $33,000 | – | 463 | +100.0% | 0.01% | – |
SUPN | New | SUPERNUS PHARMACEUTICALS INC COMstock | $33,000 | – | 1,000 | +100.0% | 0.01% | – |
AGZ | Buy | ISHARES AGENCY BOND ETFetf | $32,000 | +540.0% | 277 | +529.5% | 0.01% | +366.7% |
CET | New | CENTRAL SECS CORP COMcef | $33,000 | – | 1,070 | +100.0% | 0.01% | – |
SPGI | Buy | S&P GLOBAL INC COMstock | $32,000 | +700.0% | 135 | +610.5% | 0.01% | +600.0% |
M | Buy | MACYS INC COMstock | $32,000 | +540.0% | 1,501 | +646.8% | 0.01% | +366.7% |
PSX | Buy | PHILLIPS 66 COMstock | $33,000 | +37.5% | 343 | +36.1% | 0.01% | +16.7% |
AL | Buy | AIR LEASE CORP CL Astock | $33,000 | +17.9% | 803 | +0.1% | 0.01% | 0.0% |
MNST | New | MONSTER BEVERAGE CORP NEW COMstock | $32,000 | – | 492 | +100.0% | 0.01% | – |
XLRE | Buy | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $32,000 | +3.2% | 865 | +0.5% | 0.01% | -12.5% |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $30,000 | +7.1% | 773 | +0.4% | 0.01% | -7.1% |
HPQ | Buy | HP INC COMstock | $29,000 | +20.8% | 1,353 | +9.4% | 0.01% | +8.3% |
MCEF | Buy | FIRST TRUST MUNICIPAL CEF INCOME OPPORTUNITY ETFetf | $31,000 | +10.7% | 1,637 | +7.5% | 0.01% | -7.1% |
QTEC | Buy | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDetf | $29,000 | +81.2% | 331 | +71.5% | 0.01% | +62.5% |
COWZ | Buy | PACER US CASH COWS 100 ETFetf | $29,000 | 0.0% | 1,018 | +0.1% | 0.01% | -13.3% |
DLTR | Buy | DOLLAR TREE INC COMstock | $29,000 | +1350.0% | 269 | +1394.4% | 0.01% | +1200.0% |
SYF | New | SYNCHRONY FINL COMstock | $29,000 | – | 810 | +100.0% | 0.01% | – |
MGM | Buy | MGM RESORTS INTERNATIONAL COMstock | $27,000 | +2600.0% | 930 | +3000.0% | 0.01% | +1100.0% |
GNK | New | GENCO SHIPPING & TRADING LTD SHSstock | $28,000 | – | 3,300 | +100.0% | 0.01% | – |
VBK | Buy | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $28,000 | +211.1% | 147 | +188.2% | 0.01% | +140.0% |
DLR | Buy | DIGITAL RLTY TR INC COMreit | $27,000 | +58.8% | 228 | +58.3% | 0.01% | +33.3% |
NUBD | New | NUVEEN ESG U.S. AGGREGATE BOND ETFetf | $28,000 | – | 1,110 | +100.0% | 0.01% | – |
WY | Buy | WEYERHAEUSER CO COMstock | $28,000 | +7.7% | 1,039 | +4.2% | 0.01% | -7.7% |
FXH | Buy | FIRST TRUST HEALTH CARE ALPHADEX FUNDetf | $28,000 | +86.7% | 357 | +85.9% | 0.01% | +50.0% |
IMCG | New | ISHARES MORNINGSTAR MID-CAP GROWTH ETFetf | $27,000 | – | 105 | +100.0% | 0.01% | – |
CE | New | CELANESE CORP DEL COMstock | $28,000 | – | 263 | +100.0% | 0.01% | – |
SRC | New | SPIRIT RLTY CAP INC NEW COM NEWreit | $27,000 | – | 600 | +100.0% | 0.01% | – |
VOYA | Buy | VOYA FINL INC COMstock | $28,000 | +2700.0% | 496 | +2380.0% | 0.01% | +1100.0% |
VGK | Buy | VANGUARD FTSE EUROPE ETFetf | $27,000 | +440.0% | 485 | +470.6% | 0.01% | +300.0% |
HRB | Buy | BLOCK H & R INC COMstock | $27,000 | +22.7% | 925 | +2.8% | 0.01% | +9.1% |
VPL | Buy | VANGUARD FTSE PACIFIC ETFetf | $25,000 | +47.1% | 380 | +43.4% | 0.01% | +22.2% |
FIXD | New | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $25,000 | – | 491 | +100.0% | 0.01% | – |
CDNS | New | CADENCE DESIGN SYSTEM INC COMstock | $26,000 | – | 350 | +100.0% | 0.01% | – |
DSI | Buy | ISHARES MSCI KLD 400 SOCIAL ETFetf | $26,000 | +116.7% | 231 | +110.0% | 0.01% | +83.3% |
XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $25,000 | +316.7% | 269 | +307.6% | 0.01% | +266.7% |
HOG | New | HARLEY DAVIDSON INC COMstock | $25,000 | – | 719 | +100.0% | 0.01% | – |
EQIX | New | EQUINIX INC COMreit | $26,000 | – | 50 | +100.0% | 0.01% | – |
SNX | Buy | SYNNEX CORP COMstock | $25,000 | +4.2% | 254 | +0.4% | 0.01% | -8.3% |
SIVB | Buy | SVB FINL GROUP COMstock | $25,000 | +2400.0% | 115 | +3733.3% | 0.01% | +1000.0% |
CSD | New | INVESCO S&P SPIN-OFF ETFetf | $25,000 | – | 500 | +100.0% | 0.01% | – |
FN | New | FABRINET SHSstock | $23,000 | – | 450 | +100.0% | 0.01% | – |
VLO | Buy | VALERO ENERGY CORP NEW COMstock | $23,000 | +228.6% | 279 | +220.7% | 0.01% | +150.0% |
SPMD | Buy | SPDR PORTFOLIO MID CAP ETFetf | $23,000 | +9.5% | 677 | +6.6% | 0.01% | -9.1% |
IMTM | Buy | ISHARES EDGE MSCI INTL MOMENTUM FACTOR ETFetf | $23,000 | +53.3% | 784 | +54.3% | 0.01% | +25.0% |
SCHW | Buy | THE CHARLES SCHWAB CORPORATION COMstock | $24,000 | +200.0% | 597 | +224.5% | 0.01% | +150.0% |
IQDG | Buy | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUNDetf | $23,000 | +53.3% | 793 | +55.8% | 0.01% | +25.0% |
PFG | Buy | PRINCIPAL FINL GROUP INC COMstock | $24,000 | +20.0% | 416 | +2.0% | 0.01% | 0.0% |
SIRI | Buy | SIRIUS XM HLDGS INC COMstock | $24,000 | +14.3% | 4,158 | +9.9% | 0.01% | -9.1% |
MTCH | New | MATCH GROUP INC COMstock | $24,000 | – | 350 | +100.0% | 0.01% | – |
APTS | New | PREFERRED APT CMNTYS INC COMreit | $24,000 | – | 1,600 | +100.0% | 0.01% | – |
BIL | Buy | SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETFetf | $23,000 | 0.0% | 255 | +1.2% | 0.01% | -16.7% |
SCZ | Buy | ISHARES MSCI EAFE SMALL-CAP ETFetf | $23,000 | +76.9% | 401 | +72.8% | 0.01% | +42.9% |
SPOT | Buy | SPOTIFY TECHNOLOGY S A SHSstock | $23,000 | +228.6% | 154 | +185.2% | 0.01% | +150.0% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $24,000 | +2300.0% | 596 | +2491.3% | 0.01% | +900.0% |
EFT | Buy | EATON VANCE FLTING RATE INC TR COMcef | $23,000 | +4.5% | 1,740 | +0.8% | 0.01% | -9.1% |
ETN | Buy | EATON CORP PLC SHSstock | $24,000 | +700.0% | 288 | +678.4% | 0.01% | +400.0% |
BGT | New | BLACKROCK FLOATING RATE INCOME COMcef | $23,000 | – | 1,826 | +100.0% | 0.01% | – |
ZBH | Buy | ZIMMER BIOMET HLDGS INC COMstock | $24,000 | -7.7% | 203 | +0.5% | 0.01% | -23.1% |
NTLA | New | INTELLIA THERAPEUTICS INC COMstock | $24,000 | – | 1,500 | +100.0% | 0.01% | – |
GDV | Buy | GABELLI DIVD & INCOME TR COMcef | $23,000 | +27.8% | 1,038 | +24.3% | 0.01% | +11.1% |
TTWO | New | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $23,000 | – | 200 | +100.0% | 0.01% | – |
RIG | Buy | TRANSOCEAN LTD REG SHSstock | $21,000 | -22.2% | 3,470 | +13.0% | 0.01% | -35.7% |
MA | Buy | MASTERCARD INC CL Astock | $20,000 | +42.9% | 73 | +21.7% | 0.01% | +28.6% |
TXT | Buy | TEXTRON INC COMstock | $21,000 | +5.0% | 403 | +0.8% | 0.01% | -10.0% |
FREL | Buy | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $22,000 | +4.8% | 819 | +0.5% | 0.01% | -18.2% |
IGE | New | ISHARES NORTH AMERICAN NATURAL RESOURCES ETFetf | $21,000 | – | 693 | +100.0% | 0.01% | – |
TRN | Buy | TRINITY INDS INC COMstock | $22,000 | +29.4% | 1,089 | +38.0% | 0.01% | 0.0% |
FUTY | Buy | FIDELITY MSCI UTILITIES INDEX ETFetf | $22,000 | +4.8% | 562 | +0.7% | 0.01% | -18.2% |
ED | Buy | CONSOLIDATED EDISON INC COMstock | $22,000 | +4.8% | 248 | +2.5% | 0.01% | -18.2% |
INB | New | COHEN & STEERS GLOBAL INC BLDR COMcef | $20,000 | – | 2,200 | +100.0% | 0.01% | – |
SCHP | Buy | SCHWAB U.S. TIPS ETFetf | $22,000 | +1000.0% | 400 | +875.6% | 0.01% | +800.0% |
SFL | New | SHIP FINANCE INTERNATIONAL LTD SHSstock | $20,000 | – | 1,598 | +100.0% | 0.01% | – |
FDL | Buy | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf | $20,000 | +300.0% | 653 | +329.6% | 0.01% | +200.0% |
SMDV | New | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFetf | $21,000 | – | 350 | +100.0% | 0.01% | – |
QLYS | New | QUALYS INC COMstock | $20,000 | – | 225 | +100.0% | 0.01% | – |
DHS | Buy | WISDOMTREE U.S. HIGH DIVIDEND FUNDetf | $21,000 | +5.0% | 285 | +1.1% | 0.01% | -10.0% |
RS | Buy | RELIANCE STEEL & ALUMINUM CO COMstock | $20,000 | +5.3% | 211 | +0.5% | 0.01% | -10.0% |
ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $21,000 | +200.0% | 111 | +177.5% | 0.01% | +125.0% |
AMSC | New | AMERICAN SUPERCONDUCTOR CORP SHS NEWstock | $18,000 | – | 1,852 | +100.0% | 0.01% | – |
RDSA | Buy | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $18,000 | +1700.0% | 282 | +3033.3% | 0.01% | +700.0% |
NULG | New | NUVEEN ESG LARGE-CAP GROWTH ETFetf | $18,000 | – | 472 | +100.0% | 0.01% | – |
PKB | Buy | INVESCO DYNAMIC BUILDING & CONSTRUCTION ETFetf | $19,000 | +533.3% | 603 | +503.0% | 0.01% | +300.0% |
EAGG | New | ISHARES ESG U.S. AGGREGATE BOND ETFetf | $18,000 | – | 345 | +100.0% | 0.01% | – |
RNMC | New | FIRST TRUST MID CAP US EQUITY SELECTetf | $19,000 | – | 840 | +100.0% | 0.01% | – |
RNLC | New | LARGE CAP US EQUITY SELECTetf | $19,000 | – | 817 | +100.0% | 0.01% | – |
SHV | Buy | ISHARES SHORT TREASURY BOND ETFetf | $18,000 | +12.5% | 162 | +13.3% | 0.01% | 0.0% |
BHF | Buy | BRIGHTHOUSE FINL INC COMstock | $19,000 | +5.6% | 532 | +5.3% | 0.01% | -11.1% |
FTCS | Buy | FIRST TRUST CAPITAL STRENGTH ETFetf | $18,000 | +100.0% | 323 | +101.9% | 0.01% | +60.0% |
TYG | Buy | TORTOISE ENERGY INFRA CORP COMcef | $19,000 | +850.0% | 830 | +802.2% | 0.01% | +700.0% |
SRPT | Buy | SAREPTA THERAPEUTICS INC COMstock | $16,000 | +1500.0% | 106 | +1666.7% | 0.01% | +600.0% |
HFRO | New | HIGHLAND INCOME FUND HIGHLAND INCOMEcef | $16,000 | – | 1,183 | +100.0% | 0.01% | – |
EWQ | Buy | ISHARES MSCI FRANCE ETFetf | $16,000 | +60.0% | 511 | +45.6% | 0.01% | +40.0% |
HEQ | New | JOHN HANCOCK HDG EQ & INC FD COMcef | $17,000 | – | 1,200 | +100.0% | 0.01% | – |
RMR | Buy | RMR GROUP INC CL Astock | $16,000 | -20.0% | 328 | +0.3% | 0.01% | -30.0% |
XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $17,000 | +88.9% | 291 | +85.4% | 0.01% | +40.0% |
LPT | New | LIBERTY PPTY TR SH BEN INTreit | $17,000 | – | 335 | +100.0% | 0.01% | – |
PXD | New | PIONEER NAT RES CO COMstock | $17,000 | – | 120 | +100.0% | 0.01% | – |
GRX | New | GABELLI HLTHCARE & WELLNESS TR SHScef | $16,000 | – | 1,510 | +100.0% | 0.01% | – |
AABA | Buy | ALTABA INC COMcef | $14,000 | +75.0% | 204 | +96.2% | 0.01% | +50.0% |
AVNS | Buy | AVANOS MED INC COMstock | $14,000 | +7.7% | 327 | +6.5% | 0.01% | -14.3% |
CBT | Buy | CABOT CORP COMstock | $15,000 | +15.4% | 309 | +1.0% | 0.01% | -14.3% |
CNQ | Buy | CANADIAN NAT RES LTD COMstock | $15,000 | 0.0% | 549 | +0.5% | 0.01% | -25.0% |
DELL | Buy | DELL TECHNOLOGIES INC CL Cstock | $14,000 | -12.5% | 276 | +0.4% | 0.01% | -25.0% |
FANG | Buy | DIAMONDBACK ENERGY INC COMstock | $14,000 | +7.7% | 133 | +3.9% | 0.01% | -14.3% |
AOA | Buy | ISHARES S&P AGGRESSIVE ALLOCATION FUNDetf | $15,000 | 0.0% | 278 | +0.4% | 0.01% | -25.0% |
KBH | New | KB HOME COMstock | $13,000 | – | 500 | +100.0% | 0.01% | – |
KHC | Buy | KRAFT HEINZ CO COMstock | $15,000 | +7.1% | 497 | +16.4% | 0.01% | -14.3% |
LRCX | Buy | LAM RESEARCH CORP COMstock | $15,000 | – | 82 | +4000.0% | 0.01% | – |
MAIN | Buy | MAIN STREET CAPITAL CORP COMcef | $15,000 | +25.0% | 360 | +13.9% | 0.01% | 0.0% |
NULV | New | NUVEEN ESG LARGE-CAP VALUE ETFetf | $15,000 | – | 493 | +100.0% | 0.01% | – |
TMUS | Buy | T MOBILE US INC COMstock | $14,000 | +366.7% | 180 | +260.0% | 0.01% | +200.0% |
USO | Buy | UNITED STATES OIL FUND, LPetf | $13,000 | +333.3% | 1,150 | +228.6% | 0.01% | +200.0% |
WAB | Buy | WABTEC CORP COMstock | $14,000 | +7.7% | 184 | +4.0% | 0.01% | -14.3% |
SFHY | New | WISDOMTREE FUNDAMENTAL U.S. SHORT-TERM CORPORATE BOND FUNDetf | $13,000 | – | 265 | +100.0% | 0.01% | – |
TEAM | New | ATLASSIAN CORP PLC CL Astock | $15,000 | – | 112 | +100.0% | 0.01% | – |
IJJ | New | ISHARES S&P MID-CAP 400 VALUE ETFetf | $11,000 | – | 69 | +100.0% | 0.01% | – |
JHMF | New | JOHN HANCOCK MULTIFACTOR FINANCIALS ETFetf | $11,000 | – | 300 | +100.0% | 0.01% | – |
IJK | New | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $12,000 | – | 55 | +100.0% | 0.01% | – |
ALB | Buy | ALBEMARLE CORP COMstock | $11,000 | -8.3% | 153 | +1.3% | 0.01% | -16.7% |
VOD | Buy | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $12,000 | +50.0% | 734 | +61.3% | 0.01% | +25.0% |
OHI | Buy | OMEGA HEALTHCARE INVS INC COMreit | $12,000 | 0.0% | 329 | +0.9% | 0.01% | -16.7% |
FBNC | New | FIRST BANCORP N C COMstock | $11,000 | – | 300 | +100.0% | 0.01% | – |
AMX | Buy | AMERICA MOVIL SAB DE CV SPON ADR L SHSadr | $12,000 | +50.0% | 818 | +49.8% | 0.01% | +25.0% |
CSV | Buy | CARRIAGE SVCS INC COMstock | $12,000 | -7.7% | 655 | +0.2% | 0.01% | -28.6% |
LITE | New | LUMENTUM HLDGS INC COMstock | $11,000 | – | 201 | +100.0% | 0.01% | – |
AZO | Buy | AUTOZONE INC COMstock | $10,000 | +100.0% | 9 | +80.0% | 0.00% | +33.3% |
USCR | New | U S CONCRETE INC COM NEWstock | $9,000 | – | 175 | +100.0% | 0.00% | – |
IVOO | New | VANGUARD S&P MID-CAP 400 ETFetf | $9,000 | – | 68 | +100.0% | 0.00% | – |
LHX | New | L3HARRIS TECHNOLOGIES INC COMstock | $9,000 | – | 50 | +100.0% | 0.00% | – |
CSWC | New | CAPITAL SOUTHWEST CORP COMcef | $10,000 | – | 500 | +100.0% | 0.00% | – |
CHI | New | CALAMOS CONV OPP AND INC FD SH BEN INTcef | $9,000 | – | 800 | +100.0% | 0.00% | – |
REGN | New | REGENERON PHARMACEUTICALS COMstock | $9,000 | – | 30 | +100.0% | 0.00% | – |
ARDC | Buy | ARES DYNAMIC CR ALLOCATION FD COMcef | $10,000 | 0.0% | 657 | +0.2% | 0.00% | -20.0% |
IJS | Buy | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $9,000 | +50.0% | 62 | +47.6% | 0.00% | +33.3% |
CTXS | Buy | CITRIX SYS INC COMstock | $9,000 | +12.5% | 94 | +13.3% | 0.00% | 0.0% |
BTI | Buy | BRITISH AMERN TOB PLC SPONSORED ADRadr | $9,000 | +50.0% | 243 | +68.8% | 0.00% | +33.3% |
DX | New | DYNEX CAP INC COMreit | $9,000 | – | 533 | +100.0% | 0.00% | – |
RCM | New | R1 RCM INC COMstock | $9,000 | – | 700 | +100.0% | 0.00% | – |
DAL | Buy | DELTA AIR LINES INC DEL COM NEWstock | $10,000 | +900.0% | 167 | +943.8% | 0.00% | +300.0% |
NUDM | New | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFetf | $10,000 | – | 392 | +100.0% | 0.00% | – |
EWN | New | ISHARES MSCI NETHERLANDS ETFetf | $10,000 | – | 318 | +100.0% | 0.00% | – |
DXJ | Buy | WISDOMTREE JAPAN HEDGED EQUITY FUNDetf | $9,000 | +12.5% | 188 | +20.5% | 0.00% | 0.0% |
CNC | Buy | CENTENE CORP DEL COMstock | $10,000 | +11.1% | 203 | +20.8% | 0.00% | -20.0% |
GOLD | Buy | BARRICK GOLD CORPORATION COMstock | $9,000 | +28.6% | 569 | +13.8% | 0.00% | 0.0% |
BGS | Buy | B & G FOODS INC NEW COMstock | $10,000 | -16.7% | 479 | +1.3% | 0.00% | -33.3% |
WRK | Buy | WESTROCK CO COMstock | $10,000 | 0.0% | 266 | +1.1% | 0.00% | -20.0% |
TTE | Buy | TOTAL S A SPONSORED ADSadr | $6,000 | +50.0% | 100 | +44.9% | 0.00% | +50.0% |
GHDX | Buy | GENOMIC HEALTH INC COMstock | $6,000 | – | 105 | +2000.0% | 0.00% | – |
GNCA | New | GENOCEA BIOSCIENCES INC COM NEWstock | $8,000 | – | 2,000 | +100.0% | 0.00% | – |
GAIA | Buy | GAIA INC NEW CL Astock | $8,000 | +60.0% | 1,000 | +100.0% | 0.00% | 0.0% |
FCX | Buy | FREEPORT-MCMORAN INC CL Bstock | $8,000 | 0.0% | 669 | +2.1% | 0.00% | -25.0% |
RNSC | New | FIRST TRUST SMALL CAP US EQUITY SELECT ETFetf | $8,000 | – | 407 | +100.0% | 0.00% | – |
FMK | New | FIRST TRUST MEGA CAP ALPHADEX FUNDetf | $8,000 | – | 229 | +100.0% | 0.00% | – |
TAK | Buy | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $7,000 | 0.0% | 416 | +25.7% | 0.00% | -25.0% |
EVA | Buy | ENVIVA PARTNERS LP COM UNITstock | $8,000 | 0.0% | 255 | +2.0% | 0.00% | -25.0% |
EMMS | Buy | EMMIS COMMUNICATIONS CORP COM NEW CL Astock | $6,000 | +100.0% | 937 | +24.9% | 0.00% | +50.0% |
ECA | Buy | ENCANA CORP COMstock | $6,000 | -33.3% | 1,300 | +7.8% | 0.00% | -40.0% |
L100PS | Buy | ARCONIC INC COMstock | $7,000 | +40.0% | 262 | +1.9% | 0.00% | 0.0% |
IGF | New | ISHARES GLOBAL INFRASTRUCTURE ETFetf | $7,000 | – | 153 | +100.0% | 0.00% | – |
JSD | Buy | NUVEEN SHT DUR CR OPP FD COMcef | $8,000 | 0.0% | 540 | +2.7% | 0.00% | -25.0% |
EWA | New | ISHARES MSCI AUSTRALIA ETFetf | $8,000 | – | 373 | +100.0% | 0.00% | – |
IQV | Buy | IQVIA HLDGS INC COMstock | $7,000 | +16.7% | 43 | +10.3% | 0.00% | 0.0% |
ABB | Buy | ABB LTD SPONSORED ADRadr | $6,000 | +20.0% | 297 | +15.6% | 0.00% | 0.0% |
AZRX | Buy | AZURRX BIOPHARMA INC COMstock | $7,000 | -12.5% | 4,350 | +40.3% | 0.00% | -25.0% |
New | MICRO FOCUS INTERNATIONAL PLC SPON ADR NEWadr | $6,000 | – | 207 | +100.0% | 0.00% | – | |
AKS | Buy | AK STL HLDG CORP COMstock | $8,000 | -11.1% | 3,554 | +3.0% | 0.00% | -40.0% |
CCEP | Buy | COCA COLA EUROPEAN PARTNERS P SHSstock | $6,000 | +20.0% | 103 | +2.0% | 0.00% | 0.0% |
WES | New | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INTstock | $6,000 | – | 205 | +100.0% | 0.00% | – |
VFF | New | VILLAGE FARMS INTL INC COMstock | $6,000 | – | 500 | +100.0% | 0.00% | – |
CBS | Buy | CBS CORP NEW CL Bstock | $7,000 | +16.7% | 135 | +0.7% | 0.00% | 0.0% |
RES | New | RPC INC COMstock | $7,000 | – | 1,012 | +100.0% | 0.00% | – |
CHSP | New | CHESAPEAKE LODGING TR SH BEN INTreit | $6,000 | – | 200 | +100.0% | 0.00% | – |
CHL | Buy | CHINA MOBILE LIMITED SPONSORED ADRadr | $6,000 | +20.0% | 127 | +25.7% | 0.00% | 0.0% |
SUSB | New | ISHARES ESG 1-5 YEAR USD CORPORATE BOND ETFetf | $6,000 | – | 232 | +100.0% | 0.00% | – |
LYFT | New | LYFT INC CL A COMstock | $6,000 | – | 100 | +100.0% | 0.00% | – |
ALLY | Buy | ALLY FINL INC COMstock | $6,000 | 0.0% | 204 | +1.0% | 0.00% | 0.0% |
PNW | Buy | PINNACLE WEST CAP CORP COMstock | $4,000 | +100.0% | 41 | +64.0% | 0.00% | +100.0% |
VICI | Buy | VICI PPTYS INC COMreit | $4,000 | +33.3% | 156 | +32.2% | 0.00% | 0.0% |
FLO | Buy | FLOWERS FOODS INC COMstock | $5,000 | +66.7% | 195 | +57.3% | 0.00% | 0.0% |
HPP | Buy | HUDSON PAC PPTYS INC COMreit | $5,000 | 0.0% | 152 | +0.7% | 0.00% | -33.3% |
SNN | New | SMITH & NEPHEW PLC SPDN ADR NEWadr | $4,000 | – | 100 | +100.0% | 0.00% | – |
NTNX | New | NUTANIX INC CL Astock | $5,000 | – | 200 | +100.0% | 0.00% | – |
HRZN | Buy | HORIZON TECHNOLOGY FIN CORP COMcef | $5,000 | +66.7% | 380 | +36.7% | 0.00% | 0.0% |
ESGE | New | ISHARES MSCI EM ESG SELECT ETFetf | $4,000 | – | 116 | +100.0% | 0.00% | – |
VAC | Buy | MARRIOTT VACTINS WORLDWID CORP COMstock | $5,000 | – | 55 | +1000.0% | 0.00% | – |
ELAN | Buy | ELANCO ANIMAL HEALTH INC COMstock | $5,000 | 0.0% | 159 | +8.9% | 0.00% | -33.3% |
STLD | Buy | STEEL DYNAMICS INC COMstock | $5,000 | 0.0% | 153 | +0.7% | 0.00% | -33.3% |
CWI | Buy | SPDR MSCI ACWI EX-US ETFetf | $4,000 | 0.0% | 111 | +0.9% | 0.00% | 0.0% |
COOP | New | MR COOPER GROUP INC COMstock | $4,000 | – | 494 | +100.0% | 0.00% | – |
FNV | New | FRANCO NEVADA CORP COMstock | $5,000 | – | 64 | +100.0% | 0.00% | – |
ZNGA | New | ZYNGA INC CL Astock | $4,000 | – | 597 | +100.0% | 0.00% | – |
FFIV | Buy | F5 NETWORKS INC COMstock | $4,000 | +100.0% | 29 | +123.1% | 0.00% | +100.0% |
DXC | Buy | DXC TECHNOLOGY CO COMstock | $4,000 | +33.3% | 80 | +53.8% | 0.00% | 0.0% |
AQ | New | AQUANTIA CORP COMstock | $4,000 | – | 300 | +100.0% | 0.00% | – |
MDYG | New | SPDR S&P 400 MID CAP GROWTH ETFetf | $5,000 | – | 100 | +100.0% | 0.00% | – |
NVGS | New | NAVIGATOR HOLDINGS LTD SHSstock | $5,000 | – | 475 | +100.0% | 0.00% | – |
DHI | Buy | D R HORTON INC COMstock | $5,000 | +25.0% | 106 | +1.0% | 0.00% | 0.0% |
KT | New | KT CORP SPONSORED ADRadr | $4,000 | – | 304 | +100.0% | 0.00% | – |
FNY | New | FIRST TRUST MID CAP GROWTH ALPHADEX FUNDetf | $5,000 | – | 109 | +100.0% | 0.00% | – |
ULTA | Buy | ULTA BEAUTY INC COMstock | $5,000 | 0.0% | 15 | +7.1% | 0.00% | -33.3% |
QSY | New | WISDOMTREE U.S. QUALITY SHAREHOLDER YIELD FUNDetf | $5,000 | – | 60 | +100.0% | 0.00% | – |
BCS | Buy | BARCLAYS PLC ADRadr | $4,000 | 0.0% | 574 | +7.5% | 0.00% | 0.0% |
G | Buy | GENPACT LIMITED SHSstock | $4,000 | +300.0% | 97 | +223.3% | 0.00% | +100.0% |
LVHD | New | LEGG MASON LOW VOLATILITY HIGH DIVIDEND ETFetf | $4,000 | – | 136 | +100.0% | 0.00% | – |
NUEM | New | NUVEEN ESG EMERGING MARKETS EQUITY ETFetf | $4,000 | – | 142 | +100.0% | 0.00% | – |
RNEM | New | FIRST TRUST EMERGING MARKETS EQUITY SELECT ETFetf | $4,000 | – | 70 | +100.0% | 0.00% | – |
JCI | Buy | JOHNSON CONTROLS INTERNATIONAL PLCstock | $4,000 | +33.3% | 86 | +1.2% | 0.00% | 0.0% |
IPHI | New | INPHI CORP COMstock | $5,000 | – | 100 | +100.0% | 0.00% | – |
TR | Buy | TOOTSIE ROLL INDS INC COMstock | $5,000 | 0.0% | 144 | +2.9% | 0.00% | -33.3% |
IWB | New | ISHARES RUSSELL 1000 ETFetf | $5,000 | – | 29 | +100.0% | 0.00% | – |
MDGL | New | MADRIGAL PHARMACEUTICALS INC COMstock | $2,000 | – | 20 | +100.0% | 0.00% | – |
KEP | New | KOREA ELECTRIC PWR SPONSORED ADRadr | $2,000 | – | 169 | +100.0% | 0.00% | – |
MXIM | Buy | MAXIM INTEGRATED PRODS INC COMstock | $3,000 | +200.0% | 44 | +193.3% | 0.00% | 0.0% |
USHY | Buy | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $3,000 | 0.0% | 75 | +19.0% | 0.00% | -50.0% |
SUSC | New | ISHARES ESG USD CORPORATE BOND ETFetf | $2,000 | – | 77 | +100.0% | 0.00% | – |
OGE | Buy | OGE ENERGY CORP COMstock | $2,000 | 0.0% | 54 | +45.9% | 0.00% | 0.0% |
EWH | New | ISHARES MSCI HONG KONG ETFetf | $2,000 | – | 84 | +100.0% | 0.00% | – |
NUSC | New | NUVEEN ESG SMALL-CAP ETFetf | $2,000 | – | 78 | +100.0% | 0.00% | – |
EWP | New | ISHARES MSCI SPAIN ETFetf | $2,000 | – | 67 | +100.0% | 0.00% | – |
OMC | Buy | OMNICOM GROUP INC COMstock | $3,000 | +200.0% | 35 | +288.9% | 0.00% | 0.0% |
CVY | Buy | INVESCO ZACKS MULTI-ASSET INCOME ETFetf | $2,000 | 0.0% | 79 | +1.3% | 0.00% | 0.0% |
VVR | New | INVESCO SR INCOME TR COMcef | $2,000 | – | 400 | +100.0% | 0.00% | – |
IAC | Buy | IAC INTERACTIVECORP COMstock | $2,000 | +100.0% | 7 | +133.3% | 0.00% | 0.0% |
HMST | New | HOMESTREET INC COMstock | $2,000 | – | 66 | +100.0% | 0.00% | – |
HEXO | New | HEXO CORP COMstock | $3,000 | – | 500 | +100.0% | 0.00% | – |
QNST | New | QUINSTREET INC COMstock | $3,000 | – | 200 | +100.0% | 0.00% | – |
ROST | Buy | ROSS STORES INC COMstock | $3,000 | +50.0% | 31 | +6.9% | 0.00% | 0.0% |
GRPN | New | GROUPON INC COMstock | $2,000 | – | 550 | +100.0% | 0.00% | – |
GHC | Buy | GRAHAM HLDGS CO COMstock | $2,000 | +100.0% | 3 | +200.0% | 0.00% | 0.0% |
EBND | Buy | SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND ETFetf | $3,000 | +200.0% | 117 | +116.7% | 0.00% | 0.0% |
SSNC | New | SS&C TECHNOLOGIES HLDGS INC COMstock | $2,000 | – | 34 | +100.0% | 0.00% | – |
FNKO | New | FUNKO INC COM CL Astock | $2,000 | – | 75 | +100.0% | 0.00% | – |
SBRA | Buy | SABRA HEALTH CARE REIT INC COMreit | $2,000 | 0.0% | 107 | +1.9% | 0.00% | 0.0% |
FTSL | New | FIRST TRUST SENIOR LOAN FUNDetf | $3,000 | – | 63 | +100.0% | 0.00% | – |
FEM | Buy | FIRST TRUST EMERGING MARKETS ALPHADEX FUNDetf | $2,000 | +100.0% | 75 | +38.9% | 0.00% | 0.0% |
FRC | Buy | FIRST REP BK SAN FRANCISCO CAL COMstock | $2,000 | – | 24 | +500.0% | 0.00% | – |
XLB | Buy | MATERIALS SELECT SECTOR SPDR FUNDetf | $3,000 | – | 59 | +742.9% | 0.00% | – |
ETSY | New | ETSY INC COMstock | $2,000 | – | 25 | +100.0% | 0.00% | – |
SIX | New | SIX FLAGS ENTMT CORP NEW COMstock | $2,000 | – | 37 | +100.0% | 0.00% | – |
SMTA | New | SPIRIT MTA REIT COM SHS BEN INreit | $3,000 | – | 300 | +100.0% | 0.00% | – |
DBX | New | DROPBOX INC CL Astock | $2,000 | – | 100 | +100.0% | 0.00% | – |
DLB | Buy | DOLBY LABORATORIES INC COM CL Astock | $2,000 | +100.0% | 32 | +100.0% | 0.00% | 0.0% |
TRGP | New | TARGA RES CORP COMstock | $3,000 | – | 68 | +100.0% | 0.00% | – |
TTC | Buy | TORO CO COMstock | $3,000 | +200.0% | 48 | +166.7% | 0.00% | 0.0% |
TDG | New | TRANSDIGM GROUP INC COMstock | $3,000 | – | 7 | +100.0% | 0.00% | – |
CNK | Buy | CINEMARK HOLDINGS INC COMstock | $2,000 | 0.0% | 58 | +23.4% | 0.00% | 0.0% |
VIOO | New | VANGUARD S&P SMALL-CAP 600 ETFetf | $2,000 | – | 16 | +100.0% | 0.00% | – |
CHE | Buy | CHEMED CORP NEW COMstock | $3,000 | +200.0% | 8 | +166.7% | 0.00% | 0.0% |
BFAM | Buy | BRIGHT HORIZONS FAM SOL IN DEL COMstock | $2,000 | +100.0% | 14 | +133.3% | 0.00% | 0.0% |
SAN | Buy | BANCO SANTANDER SA ADRadr | $2,000 | +100.0% | 391 | +53.3% | 0.00% | 0.0% |
WST | Buy | WEST PHARMACEUTICAL SVSC INC COMstock | $2,000 | +100.0% | 17 | +183.3% | 0.00% | 0.0% |
WH | Buy | WYNDHAM HOTELS & RESORTS INC COMstock | $3,000 | +50.0% | 46 | +31.4% | 0.00% | 0.0% |
AA | Buy | ALCOA CORP COMstock | $3,000 | 0.0% | 112 | +0.9% | 0.00% | -50.0% |
AAP | New | ADVANCE AUTO PARTS INC COMstock | $3,000 | – | 17 | +100.0% | 0.00% | – |
RACE | New | FERRARI N V COMstock | $3,000 | – | 20 | +100.0% | 0.00% | – |
DSX | New | DIANA SHIPPING INC COMstock | $1,000 | – | 130 | +100.0% | 0.00% | – |
SCCO | New | SOUTHERN COPPER CORP COMstock | $1,000 | – | 1 | +100.0% | 0.00% | – |
SERV | New | SERVICEMASTER GLOBAL HLDGS INC COMstock | $1,000 | – | 13 | +100.0% | 0.00% | – |
EQNR | Buy | EQUINOR ASA SPONSORED ADRadr | $1,000 | – | 12 | +50.0% | 0.00% | – |
EVRG | Buy | EVERGY INC COMstock | $1,000 | – | 14 | +100.0% | 0.00% | – |
SUM | Buy | SUMMIT MATLS INC CL Astock | $1,000 | 0.0% | 49 | +19.5% | 0.00% | -100.0% |
SNSS | Buy | SUNESIS PHARMACEUTICALS INC COM PARstock | $1,000 | – | 249 | +50.0% | 0.00% | – |
HYZD | Exit | WISDOMTREE BOFA MERRILL LYNCH HIGH YIELD BOND ZERO DURATION FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
TECK | Buy | TECK RESOURCES LTD CL Bstock | $1,000 | 0.0% | 37 | +5.7% | 0.00% | -100.0% |
TDS | New | TELEPHONE & DATA SYS INC COM NEWstock | $1,000 | – | 4 | +100.0% | 0.00% | – |
FTRCQ | Buy | FRONTIER COMMUNICATIONS CORP COM NEWstock | $1,000 | 0.0% | 757 | +1.2% | 0.00% | -100.0% |
DZSI | New | DASAN ZHONE SOLUTIONS INC COM NEWstock | $1,000 | – | 5 | +100.0% | 0.00% | – |
FCEL | New | FUELCELL ENERGY INC COMstock | $1,000 | – | 2 | +100.0% | 0.00% | – |
CW | New | CURTISS WRIGHT CORP COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
TRU | Buy | TRANSUNION COMstock | $1,000 | – | 9 | +28.6% | 0.00% | – |
GIGB | Buy | GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETFetf | $1,000 | 0.0% | 28 | +86.7% | 0.00% | -100.0% |
GPORQ | New | GULFPORT ENERGY CORP COM NEWstock | $1,000 | – | 35 | +100.0% | 0.00% | – |
LADR | Exit | LADDER CAP CORP CL Areit | $0 | – | 0 | +100.0% | 0.00% | – |
RYAAY | Buy | RYANAIR HLDGS PLC SPONSORED ADSadr | $1,000 | – | 19 | +216.7% | 0.00% | – |
YETI | Exit | YETI HLDGS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
THG | New | HANOVER INS GROUP INC COMstock | $1,000 | – | 4 | +100.0% | 0.00% | – |
HAS | New | HASBRO INC COMstock | $1,000 | – | 8 | +100.0% | 0.00% | – |
RHI | New | ROBERT HALF INTL INC COMstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
RAD | New | RITE AID CORP COMstock | $1,000 | – | 57 | +100.0% | 0.00% | – |
HBCP | New | HOME BANCORP INC COMstock | $1,000 | – | 2 | +100.0% | 0.00% | – |
CSL | New | CARLISLE COS INC COMstock | $1,000 | – | 1 | +100.0% | 0.00% | – |
CECO | New | CAREER EDUCATION CORP COMstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
VOX | Buy | VANGUARD COMMUNICATION SERVICES ETFetf | $1,000 | – | 14 | +366.7% | 0.00% | – |
SH | New | PROSHARES SHORT S&P 500etf | $1,000 | – | 10 | +100.0% | 0.00% | – |
HMHC | Buy | HOUGHTON MIFFLIN HARCOURT CO COMstock | $1,000 | 0.0% | 117 | +46.2% | 0.00% | -100.0% |
HOV | New | HOVNANIAN ENTERPRISES INC CL A NEWstock | $1,000 | – | 128 | +100.0% | 0.00% | – |
COG | New | CABOT OIL & GAS CORP COMstock | $1,000 | – | 1 | +100.0% | 0.00% | – |
CRH | Buy | CRH PLC ADRadr | $1,000 | 0.0% | 33 | +13.8% | 0.00% | -100.0% |
CBZ | New | CBIZ INC COMstock | $1,000 | – | 2 | +100.0% | 0.00% | – |
BURL | New | BURLINGTON STORES INC COMstock | $1,000 | – | 4 | +100.0% | 0.00% | – |
IDA | Buy | IDACORP INC COMstock | $1,000 | – | 3 | +50.0% | 0.00% | – |
VIAV | New | VIAVI SOLUTIONS INC COMstock | $1,000 | – | 9 | +100.0% | 0.00% | – |
PRSP | Buy | PERSPECTA INC COMstock | $1,000 | – | 30 | +233.3% | 0.00% | – |
VIRT | New | VIRTU FINL INC CL Astock | $1,000 | – | 60 | +100.0% | 0.00% | – |
VIVE | New | VIVEVE MED INC COM NEWstock | $1,000 | – | 1 | +100.0% | 0.00% | – |
VSLR | New | VIVINT SOLAR INC COMstock | $1,000 | – | 150 | +100.0% | 0.00% | – |
PPR | Buy | VOYA PRIME RATE TR SH BEN INTcef | $1,000 | 0.0% | 224 | +1.8% | 0.00% | -100.0% |
VXX | New | IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETNetf | $1,000 | – | 10 | +100.0% | 0.00% | – |
AVY | New | AVERY DENNISON CORP COMstock | $1,000 | – | 1 | +100.0% | 0.00% | – |
ARNA | New | ARENA PHARMACEUTICALS INC COM NEWstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
ANSS | New | ANSYS INC COMstock | $1,000 | – | 2 | +100.0% | 0.00% | – |
NYCB | New | NEW YORK CMNTY BANCORP INC COMstock | $1,000 | – | 141 | +100.0% | 0.00% | – |
NEWM | New | NEW MEDIA INVT GROUP INC COMstock | $1,000 | – | 5 | +100.0% | 0.00% | – |
NBEV | New | NEW AGE BEVERAGES CORP COMstock | $1,000 | – | 190 | +100.0% | 0.00% | – |
AEE | New | AMEREN CORP COMstock | $1,000 | – | 1 | +100.0% | 0.00% | – |
ZION | Buy | ZIONS BANCORPORATION N A COMstock | $1,000 | – | 16 | +300.0% | 0.00% | – |
NFG | New | NATIONAL FUEL GAS CO N J COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
BATRK | New | LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRPstock | $1,000 | – | 2 | +100.0% | 0.00% | – |
TYPE | New | MONOTYPE IMAGING HOLDINGS INC COMstock | $1,000 | – | 4 | +100.0% | 0.00% | – |
MC | Buy | MOELIS & CO CL Astock | $1,000 | 0.0% | 20 | +11.1% | 0.00% | -100.0% |
JCOM | New | J2 GLOBAL INC COMstock | $1,000 | – | 5 | +100.0% | 0.00% | – |
H | Exit | HYATT HOTELS CORP COM CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
BG | New | BUNGE LIMITED COMstock | $1,000 | – | 2 | +100.0% | 0.00% | – |
ESV | New | ENSCO ROWAN PLC SHS CLASS Astock | $1,000 | – | 25 | +100.0% | 0.00% | – |
LRN | New | K12 INC COMstock | $1,000 | – | 7 | +100.0% | 0.00% | – |
ICHR | New | ICHOR HOLDINGS SHSstock | $1,000 | – | 60 | +100.0% | 0.00% | – |
AEM | New | AGNICO EAGLE MINES LTD COMstock | $1,000 | – | 7 | +100.0% | 0.00% | – |
KEYS | Buy | KEYSIGHT TECHNOLOGIES INC COMstock | $1,000 | – | 7 | +40.0% | 0.00% | – |
KSS | Buy | KOHLS CORP COMstock | $1,000 | – | 21 | +2000.0% | 0.00% | – |
LYV | New | LIVE NATION ENTERTAINMENT INC COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
MCS | New | MARCUS CORP COMstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
MILN | New | GLOBAL X MILLENNIALS THEMATIC ETFetf | $1,000 | – | 20 | +100.0% | 0.00% | – |
PNC | Exit | PNC FINL SVCS GROUP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-07
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BARNES GROUP INC COM | 28 | Q3 2023 | 19.4% |
APPLE INC COM | 28 | Q3 2023 | 3.8% |
SCHWAB U.S. LARGE-CAP GROWTH ETF | 28 | Q3 2023 | 8.3% |
ISHARES TR | 28 | Q3 2023 | 4.4% |
VANGUARD SPECIALIZED PORTFOL | 28 | Q3 2023 | 4.2% |
VANGUARD TOTAL STOCK MARKET INDEX FUND | 28 | Q3 2023 | 2.2% |
MICROSOFT CORP COM | 28 | Q3 2023 | 1.9% |
AMAZON COM INC COM | 28 | Q3 2023 | 1.7% |
ISHARES TR | 28 | Q3 2023 | 1.9% |
VANGUARD TAX MANAGED INTL FD | 28 | Q3 2023 | 2.0% |
View Patriot Financial Group Insurance Agency, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-17 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-29 |
13F-HR | 2022-05-11 |
13F-HR | 2022-01-10 |
View Patriot Financial Group Insurance Agency, 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.