$1.31 Billion is the total value of LEVEL FOUR ADVISORY SERVICES, LLC's 646 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 56.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $58,616,000 | +56.8% | 330,100 | +24.9% | 4.47% | +14.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $49,394,000 | +16.0% | 124,151 | +4.4% | 3.77% | -14.9% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $36,090,000 | +19.0% | 646,420 | +7.5% | 2.75% | -12.8% |
| CAG | Sell | CONAGRA BRANDS INC | $33,279,000 | +0.8% | 974,502 | -0.0% | 2.54% | -26.1% |
| MSFT | Buy | MICROSOFT CORP | $31,413,000 | +58.2% | 93,402 | +32.6% | 2.40% | +16.0% |
| AMZN | Buy | AMAZON COM INC | $23,457,000 | +26.5% | 7,035 | +24.6% | 1.79% | -7.3% |
| QUS | Sell | SPDR SER TRmsci usa strtgic | $19,922,000 | +5.2% | 152,531 | -4.0% | 1.52% | -22.9% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $16,606,000 | +47.9% | 218,181 | +42.3% | 1.27% | +8.4% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $15,544,000 | +9.7% | 183,405 | +10.6% | 1.18% | -19.6% |
| ABBV | Buy | ABBVIE INC | $14,048,000 | +71.8% | 103,750 | +36.9% | 1.07% | +26.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $12,964,000 | +36.7% | 25,817 | +6.4% | 0.99% | +0.2% |
| LW | Sell | LAMB WESTON HLDGS INC | $12,837,000 | +3.2% | 202,546 | -0.0% | 0.98% | -24.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $12,183,000 | +45.9% | 25,541 | +31.8% | 0.93% | +7.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $11,327,000 | +1.6% | 3,910 | -6.3% | 0.86% | -25.5% |
| FB | Buy | META PLATFORMS INCcl a | $11,300,000 | +28.5% | 33,595 | +29.6% | 0.86% | -5.8% |
| DUSA | Buy | DAVIS FUNDAMENTAL ETF TRselect us eqty | $11,150,000 | +2.8% | 326,132 | +1.9% | 0.85% | -24.6% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $11,076,000 | +5.5% | 263,717 | -2.0% | 0.84% | -22.6% |
| GTO | Sell | INVESCO ACTIVELY MANAGED ETFtotal return | $10,845,000 | -8.7% | 192,415 | -8.0% | 0.83% | -33.0% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $10,118,000 | +21.6% | 120,925 | +7.4% | 0.77% | -10.9% |
| HD | Buy | HOME DEPOT INC | $9,858,000 | +60.5% | 23,754 | +26.9% | 0.75% | +17.7% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $9,173,000 | +2.9% | 451,438 | +4.0% | 0.70% | -24.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $9,121,000 | +34.0% | 57,598 | +38.5% | 0.70% | -1.8% |
| ETN | Buy | EATON CORP PLC | $9,121,000 | +91.3% | 52,779 | +65.3% | 0.70% | +40.1% |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $8,997,000 | +9.1% | 216,577 | -0.9% | 0.69% | -20.0% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $8,885,000 | +3.5% | 77,257 | +3.7% | 0.68% | -24.2% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $8,632,000 | +9.5% | 236,619 | +8.7% | 0.66% | -19.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $8,513,000 | +132.9% | 17,923 | +110.4% | 0.65% | +70.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $8,176,000 | +30.4% | 47,791 | +23.1% | 0.62% | -4.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $7,966,000 | +150.4% | 32,995 | +130.3% | 0.61% | +83.4% |
| USMV | Sell | ISHARES TRmsci usa min vol | $7,451,000 | +6.3% | 92,096 | -3.4% | 0.57% | -22.1% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $7,393,000 | +1.6% | 73,901 | +1.6% | 0.56% | -25.5% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $7,342,000 | +3011.0% | 90,830 | +2760.8% | 0.56% | +2140.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $7,257,000 | +60.4% | 24,271 | +46.5% | 0.55% | +17.7% |
| PFE | Buy | PFIZER INC | $7,115,000 | +73.1% | 120,495 | +26.1% | 0.54% | +26.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $7,092,000 | +61.0% | 37,607 | +122.2% | 0.54% | +18.1% |
| EFA | Buy | ISHARES TRmsci eafe etf | $6,881,000 | +19.0% | 87,450 | +18.0% | 0.52% | -12.6% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $6,820,000 | +20.3% | 174,649 | +15.6% | 0.52% | -11.9% |
| UBER | Buy | UBER TECHNOLOGIES INC | $6,748,000 | +93.1% | 160,931 | +106.4% | 0.52% | +41.9% |
| WMT | Buy | WALMART INC | $6,682,000 | +61.8% | 46,180 | +55.8% | 0.51% | +18.6% |
| HDV | Buy | ISHARES TRcore high dv etf | $6,606,000 | +8.5% | 65,416 | +1.3% | 0.50% | -20.4% |
| BLK | Buy | BLACKROCK INC | $6,493,000 | +13.7% | 7,092 | +4.2% | 0.50% | -16.7% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $6,407,000 | +36.6% | 17,830 | +32.2% | 0.49% | +0.2% |
| QCOM | Buy | QUALCOMM INC | $6,391,000 | +75.0% | 34,947 | +23.4% | 0.49% | +28.2% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $6,256,000 | +6.9% | 45,072 | +0.2% | 0.48% | -21.5% |
| BKNG | Buy | BOOKING HOLDINGS INC | $6,130,000 | +31.2% | 2,555 | +29.8% | 0.47% | -3.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $6,000,000 | +28.5% | 115,476 | +33.6% | 0.46% | -5.8% |
| CSCO | Buy | CISCO SYS INC | $5,960,000 | +44.7% | 94,044 | +24.3% | 0.45% | +6.1% |
| F | Buy | FORD MTR CO DEL | $5,922,000 | +74.2% | 285,131 | +18.7% | 0.45% | +27.7% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $5,835,000 | -18.6% | 123,253 | -16.9% | 0.44% | -40.3% |
| IWR | Sell | ISHARES TRrus mid cap etf | $5,816,000 | +6.0% | 70,069 | -0.1% | 0.44% | -22.4% |
| MU | Buy | MICRON TECHNOLOGY INC | $5,788,000 | +44.7% | 62,138 | +10.2% | 0.44% | +6.0% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,574,000 | +70.8% | 32,452 | +52.8% | 0.42% | +25.4% |
| CVS | Buy | CVS HEALTH CORP | $5,529,000 | +74.8% | 53,595 | +43.8% | 0.42% | +28.3% |
| V | Buy | VISA INC | $5,427,000 | +18.6% | 25,041 | +22.0% | 0.41% | -13.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $5,319,000 | +21.4% | 13,903 | +20.0% | 0.41% | -10.8% |
| GLD | Buy | SPDR GOLD TR | $5,307,000 | +14.7% | 31,042 | +10.2% | 0.40% | -15.8% |
| XOM | Buy | EXXON MOBIL CORP | $5,263,000 | +29.1% | 86,005 | +24.1% | 0.40% | -5.4% |
| LRCX | Buy | LAM RESEARCH CORP | $5,242,000 | +27.9% | 7,289 | +1.3% | 0.40% | -6.1% |
| TDTT | Buy | FLEXSHARES TRiboxx 3r targt | $5,247,000 | +14.9% | 199,446 | +14.9% | 0.40% | -15.8% |
| DNL | Sell | WISDOMTREE TRglb us qtly div | $5,235,000 | -4.3% | 120,152 | -11.1% | 0.40% | -29.9% |
| ILCG | Sell | ISHARES TRmorningstar grwt | $5,199,000 | +2.1% | 72,395 | -6.8% | 0.40% | -25.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $5,172,000 | +43.1% | 31,620 | +22.3% | 0.39% | +4.8% |
| COP | Buy | CONOCOPHILLIPS | $5,150,000 | +40.0% | 71,345 | +31.4% | 0.39% | +2.6% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $5,089,000 | +5.0% | 48,705 | +1.2% | 0.39% | -23.0% |
| TFC | Buy | TRUIST FINL CORP | $5,079,000 | +11.7% | 86,744 | +11.9% | 0.39% | -18.2% |
| TSLA | Buy | TESLA INC | $4,938,000 | +87.0% | 4,673 | +37.3% | 0.38% | +37.1% |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $4,884,000 | -14.1% | 152,386 | -13.4% | 0.37% | -37.1% |
| DGRO | Buy | ISHARES TRcore div grwth | $4,848,000 | +68.6% | 87,233 | +52.4% | 0.37% | +23.7% |
| SO | Buy | SOUTHERN CO | $4,605,000 | +111.4% | 67,149 | +91.1% | 0.35% | +54.6% |
| NVDA | Buy | NVIDIA CORPORATION | $4,461,000 | +283.2% | 15,167 | +170.0% | 0.34% | +181.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $4,462,000 | +24.7% | 33,381 | +29.6% | 0.34% | -8.6% |
| VOO | Buy | VANGUARD INDEX FDS | $4,447,000 | +501.8% | 10,187 | +443.6% | 0.34% | +340.3% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $4,368,000 | +8.6% | 27,886 | +0.8% | 0.33% | -20.3% |
| JOE | New | ST JOE CO | $4,353,000 | – | 83,630 | +100.0% | 0.33% | – |
| MCD | Buy | MCDONALDS CORP | $4,328,000 | +21.9% | 16,146 | +9.7% | 0.33% | -10.6% |
| PTNQ | Sell | PACER FDS TRtrendp 100 etf | $4,319,000 | +5.8% | 73,245 | -0.2% | 0.33% | -22.6% |
| CRM | Buy | SALESFORCE COM INC | $4,306,000 | +0.5% | 16,943 | +7.2% | 0.33% | -26.5% |
| MRK | Buy | MERCK & CO INC | $4,290,000 | +38.6% | 55,977 | +35.8% | 0.33% | +1.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,291,000 | +277.1% | 1,483 | +247.3% | 0.33% | +177.1% |
| ABT | Buy | ABBOTT LABS | $4,278,000 | +140.9% | 30,400 | +102.2% | 0.33% | +76.2% |
| CVX | Buy | CHEVRON CORP NEW | $4,240,000 | +97.2% | 36,127 | +70.5% | 0.32% | +44.2% |
| MS | Sell | MORGAN STANLEY | $4,147,000 | -1.1% | 42,244 | -2.0% | 0.32% | -27.5% |
| AVGO | Buy | BROADCOM INC | $4,149,000 | +94.4% | 6,235 | +41.7% | 0.32% | +42.3% |
| GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $4,146,000 | -9.5% | 112,037 | -9.2% | 0.32% | -33.6% |
| XSW | Buy | SPDR SER TR | $4,121,000 | -3.0% | 24,913 | +0.6% | 0.31% | -29.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $4,063,000 | +22.4% | 20,264 | +19.4% | 0.31% | -10.1% |
| NFLX | Buy | NETFLIX INC | $4,054,000 | +14.0% | 6,730 | +15.5% | 0.31% | -16.5% |
| WFC | Buy | WELLS FARGO CO NEW | $4,015,000 | +26.3% | 83,683 | +22.1% | 0.31% | -7.6% |
| DBX | New | DROPBOX INCcl a | $3,972,000 | – | 161,849 | +100.0% | 0.30% | – |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $3,966,000 | -29.4% | 8,039 | -30.6% | 0.30% | -48.3% |
| T | Buy | AT&T INC | $3,923,000 | +19.8% | 159,462 | +31.5% | 0.30% | -12.1% |
| MSCI | Sell | MSCI INC | $3,847,000 | -12.0% | 6,279 | -12.6% | 0.29% | -35.5% |
| LSTR | Buy | LANDSTAR SYS INC | $3,832,000 | +24.9% | 21,407 | +10.1% | 0.29% | -8.5% |
| RH | Sell | RH | $3,768,000 | -31.9% | 7,030 | -15.3% | 0.29% | -50.2% |
| PTMC | Buy | PACER FDS TRtrendp us mid cp | $3,757,000 | +5.7% | 102,706 | +1.4% | 0.29% | -22.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $3,728,000 | +51.8% | 32,681 | +52.8% | 0.28% | +11.4% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $3,687,000 | +1716.3% | 45,614 | +1743.7% | 0.28% | +1238.1% |
| DIS | Buy | DISNEY WALT CO | $3,679,000 | +23.7% | 23,752 | +35.1% | 0.28% | -9.1% |
| LMT | Buy | LOCKHEED MARTIN CORP | $3,609,000 | +20.3% | 10,155 | +16.8% | 0.28% | -11.9% |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $3,594,000 | – | 71,277 | +100.0% | 0.27% | – |
| TWLO | New | TWILIO INCcl a | $3,560,000 | – | 13,520 | +100.0% | 0.27% | – |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $3,513,000 | -0.8% | 121,260 | -9.0% | 0.27% | -27.2% |
| PTEU | Buy | PACER FDS TRtrendpilot eur | $3,446,000 | +3.1% | 139,269 | +1.1% | 0.26% | -24.2% |
| GVIP | Sell | GOLDMAN SACHS ETF TRhedge ind etf | $3,402,000 | +1.3% | 33,354 | -2.0% | 0.26% | -25.8% |
| EOG | Buy | EOG RES INC | $3,399,000 | +22.5% | 38,267 | +10.7% | 0.26% | -10.1% |
| NEM | Buy | NEWMONT CORP | $3,351,000 | +38.5% | 54,034 | +21.2% | 0.26% | +1.6% |
| EBAY | Buy | EBAY INC. | $3,305,000 | +25.6% | 49,705 | +31.6% | 0.25% | -8.0% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $3,291,000 | -9.6% | 42,868 | -11.3% | 0.25% | -33.8% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $3,273,000 | +286.0% | 10,201 | +249.1% | 0.25% | +184.1% |
| C | Buy | CITIGROUP INC | $3,224,000 | -7.7% | 53,394 | +7.3% | 0.25% | -32.2% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $3,105,000 | +98.9% | 13,739 | +92.5% | 0.24% | +46.3% |
| PRU | Buy | PRUDENTIAL FINL INC | $3,100,000 | +38.6% | 28,638 | +34.7% | 0.24% | +1.3% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $3,083,000 | -2.2% | 61,673 | -1.0% | 0.24% | -28.4% |
| MCO | Buy | MOODYS CORP | $3,055,000 | +38.7% | 7,821 | +26.1% | 0.23% | +1.7% |
| PSX | Buy | PHILLIPS 66 | $3,009,000 | +54.5% | 41,522 | +49.3% | 0.23% | +12.8% |
| PTBD | Buy | PACER FDS TRtrendpilot us bd | $2,935,000 | +24.2% | 108,974 | +25.0% | 0.22% | -8.9% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $2,900,000 | +58.3% | 25,864 | +45.9% | 0.22% | +15.7% |
| DOCU | Buy | DOCUSIGN INC | $2,898,000 | +47.0% | 19,024 | +148.5% | 0.22% | +7.8% |
| BIIB | Buy | BIOGEN INC | $2,882,000 | +5.7% | 12,012 | +24.7% | 0.22% | -22.5% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,889,000 | +314.5% | 16,619 | +255.9% | 0.22% | +205.6% |
| CFA | New | VICTORY PORTFOLIOS II | $2,875,000 | – | 37,015 | +100.0% | 0.22% | – |
| ISCG | Sell | ISHARES TRmrgstr sm cp gr | $2,812,000 | -1.6% | 56,656 | -2.4% | 0.21% | -27.9% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $2,751,000 | +20.9% | 10,962 | +1.5% | 0.21% | -11.4% |
| AMAT | Sell | APPLIED MATLS INC | $2,745,000 | +2.9% | 17,442 | -15.8% | 0.21% | -24.5% |
| DUK | Sell | DUKE ENERGY CORP NEW | $2,725,000 | -0.5% | 25,976 | -7.4% | 0.21% | -27.0% |
| INTC | Buy | INTEL CORP | $2,701,000 | +3.9% | 52,451 | +7.5% | 0.21% | -23.7% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $2,687,000 | +450.6% | 16,002 | +412.9% | 0.20% | +302.0% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $2,687,000 | +45.6% | 26,213 | +17.3% | 0.20% | +6.8% |
| KO | Sell | COCA COLA CO | $2,657,000 | -32.1% | 44,879 | -39.9% | 0.20% | -50.1% |
| DE | Buy | DEERE & CO | $2,645,000 | +6.4% | 7,713 | +4.0% | 0.20% | -22.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,568,000 | +96.5% | 4,523 | +55.4% | 0.20% | +44.1% |
| DVY | Buy | ISHARES TRselect divid etf | $2,566,000 | +90.4% | 20,930 | +78.1% | 0.20% | +40.0% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $2,551,000 | +30.5% | 203,275 | +28.9% | 0.20% | -3.9% |
| MGC | New | VANGUARD WORLD FDmega cap index | $2,550,000 | – | 15,170 | +100.0% | 0.19% | – |
| DAL | Buy | DELTA AIR LINES INC DEL | $2,526,000 | +17.2% | 64,641 | +27.8% | 0.19% | -13.8% |
| CAH | Buy | CARDINAL HEALTH INC | $2,464,000 | +31.4% | 47,856 | +26.2% | 0.19% | -3.6% |
| DISCK | Buy | DISCOVERY INC | $2,452,000 | +23.8% | 107,083 | +31.3% | 0.19% | -9.2% |
| KDP | Buy | KEURIG DR PEPPER INC | $2,355,000 | +38.4% | 63,887 | +28.3% | 0.18% | +1.7% |
| MDT | Buy | MEDTRONIC PLC | $2,344,000 | +10.7% | 22,654 | +34.1% | 0.18% | -18.6% |
| PANW | Sell | PALO ALTO NETWORKS INC | $2,330,000 | +2.4% | 4,185 | -11.9% | 0.18% | -24.9% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $2,322,000 | +23.1% | 6,273 | -0.3% | 0.18% | -9.7% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,323,000 | +349.3% | 14,272 | +313.3% | 0.18% | +227.8% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $2,303,000 | +44.2% | 12,211 | +34.1% | 0.18% | +6.0% |
| NEE | Buy | NEXTERA ENERGY INC | $2,308,000 | +63.0% | 24,721 | +37.0% | 0.18% | +19.7% |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $2,208,000 | – | 10,803 | +100.0% | 0.17% | – |
| KHC | Buy | KRAFT HEINZ CO | $2,183,000 | +25.2% | 60,806 | +28.4% | 0.17% | -8.3% |
| TTAC | Sell | TRIMTABS ETF TRfcf us qlty etf | $2,167,000 | -25.7% | 39,247 | -27.3% | 0.16% | -45.5% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,123,000 | +44.2% | 7,501 | +34.1% | 0.16% | +5.9% |
| NVO | Buy | NOVO-NORDISK A Sadr | $2,122,000 | +17.7% | 18,944 | +0.9% | 0.16% | -13.8% |
| PFF | Sell | ISHARES TRpfd and incm sec | $2,110,000 | -4.7% | 53,503 | -6.2% | 0.16% | -30.0% |
| RCD | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $2,093,000 | -34.1% | 13,365 | -39.3% | 0.16% | -51.5% |
| CAT | Buy | CATERPILLAR INC | $2,041,000 | +48.9% | 9,872 | +38.2% | 0.16% | +9.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,030,000 | +40.8% | 17,727 | +34.2% | 0.16% | +3.3% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $2,026,000 | +13.9% | 9,227 | -5.9% | 0.15% | -16.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,983,000 | +886.6% | 13,477 | +809.4% | 0.15% | +619.0% |
| JEPI | Buy | J P MORGAN EXCHANGE-TRADED Fequity premium | $1,947,000 | +91.8% | 30,814 | +81.0% | 0.15% | +39.6% |
| ALK | Buy | ALASKA AIR GROUP INC | $1,941,000 | -5.9% | 37,262 | +5.8% | 0.15% | -31.2% |
| SYY | Buy | SYSCO CORP | $1,903,000 | +17.3% | 24,232 | +17.2% | 0.14% | -14.2% |
| URI | Sell | UNITED RENTALS INC | $1,878,000 | -11.0% | 5,653 | -5.9% | 0.14% | -34.7% |
| OXY | Buy | OCCIDENTAL PETE CORP | $1,874,000 | +4.7% | 64,635 | +6.8% | 0.14% | -23.1% |
| LOW | Buy | LOWES COS INC | $1,856,000 | +30.3% | 7,182 | +2.3% | 0.14% | -4.1% |
| EAF | Buy | GRAFTECH INTL LTD | $1,852,000 | +41.8% | 156,547 | +23.7% | 0.14% | +3.7% |
| PHM | Buy | PULTE GROUP INC | $1,840,000 | +36.2% | 32,186 | +9.4% | 0.14% | 0.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,827,000 | +16.7% | 115,199 | +23.2% | 0.14% | -14.7% |
| CMI | Buy | CUMMINS INC | $1,827,000 | +35.9% | 8,373 | +39.9% | 0.14% | -0.7% |
| PAYC | Buy | PAYCOM SOFTWARE INC | $1,758,000 | -13.5% | 4,234 | +3.3% | 0.13% | -36.5% |
| RY | Buy | ROYAL BK CDA | $1,763,000 | +37.3% | 16,610 | +28.7% | 0.13% | 0.0% |
| FTV | Buy | FORTIVE CORP | $1,757,000 | +48.9% | 23,024 | +37.7% | 0.13% | +8.9% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,731,000 | +34.0% | 19,512 | +12.0% | 0.13% | -1.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,715,000 | +24.8% | 22,972 | +24.1% | 0.13% | -8.4% |
| DJD | Buy | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $1,721,000 | +17.6% | 37,895 | +10.4% | 0.13% | -13.8% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $1,724,000 | +615.4% | 9,483 | +591.2% | 0.13% | +424.0% |
| PEP | Buy | PEPSICO INC | $1,699,000 | +63.8% | 9,783 | +41.8% | 0.13% | +20.4% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $1,700,000 | +19.9% | 14,527 | +7.2% | 0.13% | -11.6% |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $1,707,000 | +3.6% | 15,108 | -24.4% | 0.13% | -24.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,707,000 | +4.7% | 7,675 | +3.0% | 0.13% | -23.5% |
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $1,661,000 | – | 33,520 | +100.0% | 0.13% | – |
| TDG | Buy | TRANSDIGM GROUP INC | $1,669,000 | +12.5% | 2,623 | +10.4% | 0.13% | -17.5% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $1,620,000 | +25.9% | 12,269 | +17.2% | 0.12% | -7.5% |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $1,626,000 | +142.0% | 25,473 | +234.1% | 0.12% | +77.1% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,629,000 | +25.3% | 26,122 | +18.9% | 0.12% | -8.1% |
| FERG | Buy | FERGUSON PLC NEW | $1,611,000 | +28.7% | 8,983 | +0.1% | 0.12% | -5.4% |
| HFBL | Sell | HOME FED BANCORP INC LA NEW | $1,582,000 | -68.7% | 80,076 | -70.3% | 0.12% | -77.0% |
| TIP | Buy | ISHARES TRtips bd etf | $1,571,000 | +100.9% | 12,161 | +98.5% | 0.12% | +48.1% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,579,000 | +390.4% | 5,169 | +339.9% | 0.12% | +263.6% |
| BP | Buy | BP PLCsponsored adr | $1,554,000 | +7.5% | 58,352 | +10.3% | 0.12% | -21.3% |
| SFBS | New | SERVISFIRST BANCSHARES INC | $1,529,000 | – | 18,000 | +100.0% | 0.12% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $1,508,000 | – | 8,247 | +100.0% | 0.12% | – |
| VFC | Buy | V F CORP | $1,491,000 | +56.5% | 20,366 | +43.2% | 0.11% | +15.2% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $1,476,000 | -15.0% | 9,962 | -17.2% | 0.11% | -37.6% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $1,486,000 | +28.9% | 13,615 | +43.7% | 0.11% | -5.8% |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $1,464,000 | – | 10,394 | +100.0% | 0.11% | – |
| BA | Buy | BOEING CO | $1,466,000 | +62.2% | 7,283 | +77.3% | 0.11% | +19.1% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,456,000 | +3.8% | 11,727 | -0.5% | 0.11% | -24.0% |
| BAC | Buy | BK OF AMERICA CORP | $1,458,000 | +104.5% | 32,765 | +95.2% | 0.11% | +50.0% |
| MMM | Buy | 3M CO | $1,460,000 | +24.0% | 8,217 | +22.4% | 0.11% | -9.0% |
| ASML | Buy | ASML HOLDING N V | $1,454,000 | +91.6% | 1,827 | +79.5% | 0.11% | +40.5% |
| SITM | Buy | SITIME CORP | $1,421,000 | +115.0% | 4,857 | +50.1% | 0.11% | +56.5% |
| MO | Buy | ALTRIA GROUP INC | $1,395,000 | +54.1% | 29,444 | +48.2% | 0.11% | +12.8% |
| LSCC | Buy | LATTICE SEMICONDUCTOR CORP | $1,372,000 | +204.9% | 17,801 | +155.8% | 0.10% | +123.4% |
| MMS | Buy | MAXIMUS INC | $1,375,000 | +26.8% | 17,253 | +32.4% | 0.10% | -7.1% |
| CB | Buy | CHUBB LIMITED | $1,366,000 | +40.5% | 7,069 | +26.2% | 0.10% | +3.0% |
| RGEN | Buy | REPLIGEN CORP | $1,345,000 | +129.5% | 5,080 | +150.4% | 0.10% | +68.9% |
| FLTR | Buy | VANECK ETF TRUSTinvestment grd | $1,343,000 | +27.2% | 53,161 | +27.9% | 0.10% | -7.3% |
| HSBC | Sell | HSBC HLDGS PLCspon adr new | $1,326,000 | +11.7% | 43,984 | -3.1% | 0.10% | -17.9% |
| TM | Buy | TOYOTA MOTOR CORPads | $1,322,000 | +7.0% | 7,135 | +2.7% | 0.10% | -21.1% |
| CWB | Buy | SPDR SER TRbloomberg conv | $1,310,000 | -2.4% | 15,796 | +0.5% | 0.10% | -28.6% |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $1,314,000 | – | 12,416 | +100.0% | 0.10% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $1,318,000 | – | 12,321 | +100.0% | 0.10% | – |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,292,000 | +41.8% | 3,555 | +32.1% | 0.10% | +4.2% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,282,000 | +48.4% | 5,671 | +54.8% | 0.10% | +8.9% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $1,267,000 | +228.2% | 13,662 | +233.9% | 0.10% | +142.5% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,265,000 | +260.4% | 9,544 | +261.8% | 0.10% | +159.5% |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $1,261,000 | – | 2,753 | +100.0% | 0.10% | – |
| GNRC | Buy | GENERAC HLDGS INC | $1,254,000 | +217.5% | 3,564 | +268.9% | 0.10% | +134.1% |
| IDV | New | ISHARES TRintl sel div etf | $1,256,000 | – | 40,285 | +100.0% | 0.10% | – |
| DEO | Buy | DIAGEO PLCspon adr new | $1,243,000 | +21.2% | 5,646 | +6.2% | 0.10% | -11.2% |
| CL | Buy | COLGATE PALMOLIVE CO | $1,222,000 | +26.2% | 14,325 | +11.8% | 0.09% | -7.9% |
| FDX | Buy | FEDEX CORP | $1,215,000 | +70.6% | 4,697 | +44.7% | 0.09% | +25.7% |
| SLB | Buy | SCHLUMBERGER LTD | $1,199,000 | +14.6% | 40,032 | +13.4% | 0.09% | -16.5% |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $1,192,000 | – | 12,339 | +100.0% | 0.09% | – |
| O | Buy | REALTY INCOME CORP | $1,199,000 | +352.5% | 16,745 | +310.5% | 0.09% | +225.0% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,172,000 | +24.3% | 9,075 | +13.1% | 0.09% | -9.2% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,166,000 | +237.0% | 8,106 | +140.7% | 0.09% | +147.2% |
| TROW | Buy | PRICE T ROWE GROUP INC | $1,166,000 | +5.2% | 5,928 | +5.2% | 0.09% | -22.6% |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $1,142,000 | – | 4,379 | +100.0% | 0.09% | – |
| PM | Buy | PHILIP MORRIS INTL INC | $1,146,000 | +110.7% | 12,058 | +110.1% | 0.09% | +52.6% |
| MCK | Buy | MCKESSON CORP | $1,139,000 | +36.9% | 4,582 | +9.9% | 0.09% | 0.0% |
| UNP | Buy | UNION PAC CORP | $1,121,000 | +109.9% | 4,448 | +63.2% | 0.08% | +51.8% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $1,112,000 | +18.2% | 29,714 | +11.4% | 0.08% | -13.3% |
| SITE | New | SITEONE LANDSCAPE SUPPLY INC | $1,121,000 | – | 4,625 | +100.0% | 0.08% | – |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,107,000 | +67.5% | 12,859 | +67.2% | 0.08% | +21.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,107,000 | +196.0% | 22,373 | +199.1% | 0.08% | +115.4% |
| DG | Buy | DOLLAR GEN CORP NEW | $1,092,000 | +129.9% | 4,631 | +106.7% | 0.08% | +69.4% |
| NKE | Sell | NIKE INCcl b | $1,088,000 | +2.2% | 6,526 | -11.0% | 0.08% | -25.2% |
| HZNP | Buy | HORIZON THERAPEUTICS PUB L | $1,075,000 | +56.7% | 9,979 | +59.4% | 0.08% | +15.5% |
| CROX | Buy | CROCS INC | $1,081,000 | +34.6% | 8,428 | +50.6% | 0.08% | -2.4% |
| OKE | New | ONEOK INC NEW | $1,075,000 | – | 18,295 | +100.0% | 0.08% | – |
| RRR | New | RED ROCK RESORTS INCcl a | $1,078,000 | – | 19,592 | +100.0% | 0.08% | – |
| BOOT | Buy | BOOT BARN HLDGS INC | $1,057,000 | +155.9% | 8,588 | +84.8% | 0.08% | +88.4% |
| SFM | Buy | SPROUTS FMRS MKT INC | $1,057,000 | +43.6% | 35,599 | +12.1% | 0.08% | +5.2% |
| LLY | Buy | LILLY ELI & CO | $1,066,000 | +41.6% | 3,861 | +18.4% | 0.08% | +3.8% |
| SBNY | New | SIGNATURE BK NEW YORK N Y | $1,038,000 | – | 3,208 | +100.0% | 0.08% | – |
| WFCPRL | New | WELLS FARGO CO NEWperp pfd cnv a | $1,037,000 | – | 696 | +100.0% | 0.08% | – |
| GIS | Sell | GENERAL MLS INC | $1,019,000 | +2.9% | 15,120 | -8.6% | 0.08% | -24.3% |
| HON | Sell | HONEYWELL INTL INC | $1,020,000 | -11.1% | 4,893 | -9.4% | 0.08% | -34.5% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $1,018,000 | +51.5% | 23,091 | +31.3% | 0.08% | +11.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,004,000 | -5.9% | 19,944 | +4.5% | 0.08% | -30.6% |
| ENTG | Buy | ENTEGRIS INC | $1,012,000 | +48.8% | 7,301 | +35.2% | 0.08% | +8.5% |
| PWR | Buy | QUANTA SVCS INC | $1,004,000 | +45.3% | 8,760 | +44.4% | 0.08% | +6.9% |
| TECH | Buy | BIO-TECHNE CORP | $997,000 | +60.3% | 1,926 | +50.1% | 0.08% | +16.9% |
| ORCL | Buy | ORACLE CORP | $997,000 | +62.9% | 11,430 | +62.8% | 0.08% | +18.8% |
| VLO | Buy | VALERO ENERGY CORP | $995,000 | +35.2% | 13,251 | +27.0% | 0.08% | -1.3% |
| PPL | New | PPL CORP | $992,000 | – | 33,002 | +100.0% | 0.08% | – |
| RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $992,000 | -4.1% | 22,877 | -2.1% | 0.08% | -29.6% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $982,000 | +192.3% | 9,107 | +156.5% | 0.08% | +114.3% |
| LFUS | Buy | LITTELFUSE INC | $987,000 | +64.0% | 3,135 | +42.2% | 0.08% | +19.0% |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A | $964,000 | +3.9% | 4,119 | +0.0% | 0.07% | -23.7% |
| KRNT | Buy | KORNIT DIGITAL LTD | $970,000 | +46.3% | 6,370 | +39.0% | 0.07% | +7.2% |
| TJX | Buy | TJX COS INC NEW | $970,000 | +27.0% | 12,783 | +10.4% | 0.07% | -6.3% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $969,000 | +24.6% | 7,085 | +4.5% | 0.07% | -8.6% |
| MIDD | Buy | MIDDLEBY CORP | $964,000 | +80.9% | 4,897 | +56.8% | 0.07% | +34.5% |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $975,000 | – | 7,201 | +100.0% | 0.07% | – |
| AMGN | Buy | AMGEN INC | $953,000 | +137.1% | 4,237 | +124.3% | 0.07% | +73.8% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $962,000 | +237.5% | 3,612 | +213.0% | 0.07% | +143.3% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $956,000 | +27.3% | 43,548 | +25.4% | 0.07% | -6.4% |
| KNX | New | KNIGHT-SWIFT TRANSN HLDGS INcl a | $949,000 | – | 15,573 | +100.0% | 0.07% | – |
| ROP | Buy | ROPER TECHNOLOGIES INC | $947,000 | +13.8% | 1,926 | +3.3% | 0.07% | -17.2% |
| SAIA | New | SAIA INC | $935,000 | – | 2,775 | +100.0% | 0.07% | – |
| MASI | Buy | MASIMO CORP | $937,000 | +209.2% | 3,202 | +185.6% | 0.07% | +121.9% |
| BHVN | Buy | BIOHAVEN PHARMACTL HLDG CO L | $929,000 | +88.1% | 6,743 | +89.5% | 0.07% | +39.2% |
| XBI | Buy | SPDR SER TRs&p biotech | $912,000 | -7.6% | 8,149 | +3.8% | 0.07% | -32.0% |
| NTR | Buy | NUTRIEN LTD | $909,000 | +22.7% | 12,082 | +5.7% | 0.07% | -10.4% |
| TREX | Buy | TREX CO INC | $908,000 | +104.5% | 6,724 | +54.3% | 0.07% | +50.0% |
| IEMG | Sell | ISHARES INCcore msci emkt | $901,000 | -20.5% | 15,051 | -18.1% | 0.07% | -41.5% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $890,000 | +21.4% | 18,565 | +21.2% | 0.07% | -10.5% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $891,000 | +136.3% | 10,553 | +129.4% | 0.07% | +74.4% |
| GTLS | Buy | CHART INDS INC | $879,000 | +25.8% | 5,514 | +50.7% | 0.07% | -8.2% |
| WDC | Buy | WESTERN DIGITAL CORP. | $866,000 | +24.4% | 13,287 | +7.7% | 0.07% | -8.3% |
| ROLL | New | RBC BEARINGS INC | $870,000 | – | 4,310 | +100.0% | 0.07% | – |
| AFL | Buy | AFLAC INC | $853,000 | +316.1% | 14,607 | +271.9% | 0.06% | +209.5% |
| MPC | Buy | MARATHON PETE CORP | $850,000 | +312.6% | 13,287 | +298.4% | 0.06% | +209.5% |
| HFC | Buy | HOLLYFRONTIER CORP | $859,000 | +16.7% | 26,217 | +18.1% | 0.06% | -15.6% |
| INSP | New | INSPIRE MED SYS INC | $854,000 | – | 3,712 | +100.0% | 0.06% | – |
| SLV | Buy | ISHARES SILVER TRishares | $855,000 | +14.3% | 39,731 | +9.0% | 0.06% | -16.7% |
| IMCV | Buy | ISHARES TRmrgstr md cp val | $859,000 | +10.8% | 12,582 | +2.7% | 0.06% | -19.8% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $847,000 | -2.1% | 9,896 | -1.4% | 0.06% | -27.8% |
| MTDR | New | MATADOR RES CO | $843,000 | – | 22,843 | +100.0% | 0.06% | – |
| LTHM | Buy | LIVENT CORP | $841,000 | +143.8% | 34,512 | +130.8% | 0.06% | +77.8% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $824,000 | +154.3% | 37,130 | +152.6% | 0.06% | +85.3% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $820,000 | +37.1% | 3,326 | +11.2% | 0.06% | +1.6% |
| WM | Buy | WASTE MGMT INC DEL | $812,000 | +19.4% | 4,866 | +6.9% | 0.06% | -12.7% |
| FXD | Sell | FIRST TR EXCHANGE TRADED FDconsumr discre | $808,000 | -2.4% | 13,027 | -7.0% | 0.06% | -27.9% |
| TGT | Buy | TARGET CORP | $800,000 | +89.1% | 3,458 | +87.2% | 0.06% | +38.6% |
| LEA | Buy | LEAR CORP | $805,000 | +17.7% | 4,398 | +0.6% | 0.06% | -14.1% |
| TPX | Buy | TEMPUR SEALY INTL INC | $786,000 | +102.6% | 16,722 | +100.1% | 0.06% | +50.0% |
| VLU | Sell | SPDR SER TRspdr s&p1500vl | $793,000 | -5.7% | 5,091 | -12.5% | 0.06% | -31.0% |
| EMR | New | EMERSON ELEC CO | $768,000 | – | 8,259 | +100.0% | 0.06% | – |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $779,000 | +15.2% | 15,943 | +18.8% | 0.06% | -15.7% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $768,000 | +0.8% | 8,404 | +0.9% | 0.06% | -25.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $776,000 | +105.8% | 2,652 | +86.9% | 0.06% | +51.3% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $777,000 | – | 9,564 | +100.0% | 0.06% | – |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $779,000 | +228.7% | 11,824 | +213.1% | 0.06% | +136.0% |
| CDW | New | CDW CORP | $763,000 | – | 3,726 | +100.0% | 0.06% | – |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $760,000 | +6.7% | 15,274 | -0.9% | 0.06% | -21.6% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $755,000 | +28.0% | 8,677 | +28.6% | 0.06% | -4.9% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $745,000 | +71.7% | 13,511 | +77.1% | 0.06% | +26.7% |
| BACPRL | New | BK OF AMERICA CORP7.25%cnv pfd l | $754,000 | – | 522 | +100.0% | 0.06% | – |
| BDX | Buy | BECTON DICKINSON & CO | $748,000 | +44.7% | 2,973 | +41.4% | 0.06% | +5.6% |
| CALF | New | PACER FDS TRpacer us small | $735,000 | – | 17,182 | +100.0% | 0.06% | – |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $731,000 | +7.8% | 8,571 | +0.0% | 0.06% | -21.1% |
| NVS | Sell | NOVARTIS AGsponsored adr | $740,000 | -17.6% | 8,462 | -23.0% | 0.06% | -39.8% |
| PBA | PEMBINA PIPELINE CORP | $715,000 | -4.3% | 23,582 | 0.0% | 0.06% | -29.5% | |
| SBUX | Buy | STARBUCKS CORP | $707,000 | +30.0% | 6,043 | +22.5% | 0.05% | -5.3% |
| WAL | Buy | WESTERN ALLIANCE BANCORP | $712,000 | +39.9% | 6,610 | +41.4% | 0.05% | +1.9% |
| RPD | Buy | RAPID7 INC | $714,000 | +110.0% | 6,071 | +101.6% | 0.05% | +54.3% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $702,000 | +42.1% | 13,451 | +28.0% | 0.05% | +5.9% |
| BILL | Buy | BILL COM HLDGS INC | $696,000 | +19.4% | 2,794 | +27.9% | 0.05% | -13.1% |
| DEF | Sell | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $694,000 | +4.7% | 9,496 | -5.4% | 0.05% | -23.2% |
| FIVE | Buy | FIVE BELOW INC | $698,000 | +74.1% | 3,376 | +48.9% | 0.05% | +26.2% |
| CPRI | New | CAPRI HOLDINGS LIMITED | $685,000 | – | 10,560 | +100.0% | 0.05% | – |
| APSG | New | APOLLO STRATEGIC GROWTH CAPT | $688,000 | – | 69,735 | +100.0% | 0.05% | – |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $684,000 | -33.8% | 5,754 | -17.5% | 0.05% | -51.4% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $681,000 | +14.6% | 16,532 | -1.0% | 0.05% | -16.1% |
| INTU | Buy | INTUIT | $667,000 | +24.0% | 1,037 | +3.9% | 0.05% | -8.9% |
| RNP | New | COHEN & STEERS REIT & PFD & | $650,000 | – | 22,708 | +100.0% | 0.05% | – |
| SWAV | Buy | SHOCKWAVE MED INC | $651,000 | +32.0% | 3,653 | +52.5% | 0.05% | -2.0% |
| TSCO | New | TRACTOR SUPPLY CO | $659,000 | – | 2,761 | +100.0% | 0.05% | – |
| TWTR | Buy | TWITTER INC | $639,000 | +4.4% | 14,787 | +45.9% | 0.05% | -23.4% |
| ALGT | Buy | ALLEGIANT TRAVEL CO | $648,000 | +49.0% | 3,465 | +55.7% | 0.05% | +8.9% |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $641,000 | – | 7,142 | +100.0% | 0.05% | – |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $639,000 | +3.6% | 21,000 | +4.2% | 0.05% | -23.4% |
| IVOL | New | KRANESHARES TRquadrtc int rt | $633,000 | – | 23,572 | +100.0% | 0.05% | – |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $623,000 | -60.3% | 10,689 | -59.1% | 0.05% | -70.6% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $630,000 | +137.7% | 15,092 | +85.1% | 0.05% | +71.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $625,000 | +41.4% | 1,103 | +43.8% | 0.05% | +4.3% |
| ERIC | Buy | ERICSSONadr b sek 10 | $630,000 | -2.5% | 57,984 | +0.6% | 0.05% | -28.4% |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $615,000 | – | 7,887 | +100.0% | 0.05% | – |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $610,000 | +33.8% | 5,070 | +24.0% | 0.05% | 0.0% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $617,000 | +25.4% | 13,328 | +19.9% | 0.05% | -7.8% |
| FIDU | New | FIDELITY COVINGTON TRUSTmsci indl indx | $617,000 | – | 10,981 | +100.0% | 0.05% | – |
| FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $610,000 | +42.2% | 9,770 | +30.6% | 0.05% | +4.4% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $604,000 | +8.8% | 8,802 | -3.5% | 0.05% | -20.7% |
| TXN | Buy | TEXAS INSTRS INC | $609,000 | +57.0% | 3,232 | +60.2% | 0.05% | +15.0% |
| DRE | Sell | DUKE REALTY CORP | $603,000 | +31.9% | 9,193 | -3.7% | 0.05% | -4.2% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $598,000 | +179.4% | 13,208 | +181.9% | 0.05% | +109.1% |
| GD | Buy | GENERAL DYNAMICS CORP | $591,000 | +19.6% | 2,837 | +12.5% | 0.04% | -11.8% |
| PBP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 buy wrt | $591,000 | -7.1% | 25,585 | -7.5% | 0.04% | -31.8% |
| GDX | New | VANECK ETF TRUSTgold miners etf | $585,000 | – | 18,275 | +100.0% | 0.04% | – |
| TDIV | New | FIRST TR EXCHANGE-TRADED FDnasd tech div | $591,000 | – | 9,408 | +100.0% | 0.04% | – |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $573,000 | +26.8% | 6,437 | +15.5% | 0.04% | -6.4% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $580,000 | +50.6% | 3,632 | +22.8% | 0.04% | +10.0% |
| HSY | Sell | HERSHEY CO | $581,000 | +4.5% | 3,002 | -8.6% | 0.04% | -24.1% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $561,000 | -17.0% | 10,981 | -18.0% | 0.04% | -38.6% |
| BLD | Buy | TOPBUILD CORP | $567,000 | +82.9% | 2,054 | +35.5% | 0.04% | +34.4% |
| UPST | New | UPSTART HLDGS INC | $561,000 | – | 3,706 | +100.0% | 0.04% | – |
| YETI | Buy | YETI HLDGS INC | $570,000 | +66.2% | 6,879 | +71.7% | 0.04% | +19.4% |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $568,000 | – | 5,788 | +100.0% | 0.04% | – |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $561,000 | +10.7% | 3,425 | 0.0% | 0.04% | -18.9% | |
| D | Sell | DOMINION ENERGY INC | $557,000 | -23.2% | 7,087 | -28.7% | 0.04% | -44.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $555,000 | +10.6% | 1,970 | +9.9% | 0.04% | -19.2% |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $556,000 | -39.6% | 37,262 | -37.5% | 0.04% | -56.2% |
| JBT | Buy | JOHN BEAN TECHNOLOGIES CORP | $548,000 | +50.1% | 3,566 | +37.2% | 0.04% | +10.5% |
| TTD | New | THE TRADE DESK INC | $554,000 | – | 6,043 | +100.0% | 0.04% | – |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $540,000 | -8.9% | 10,691 | -8.6% | 0.04% | -33.9% |
| IVOO | New | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $534,000 | – | 2,791 | +100.0% | 0.04% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $532,000 | – | 9,588 | +100.0% | 0.04% | – |
| FDIS | New | FIDELITY COVINGTON TRUSTmsci consm dis | $538,000 | – | 6,096 | +100.0% | 0.04% | – |
| SNOW | New | SNOWFLAKE INCcl a | $543,000 | – | 1,604 | +100.0% | 0.04% | – |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $533,000 | – | 10,298 | +100.0% | 0.04% | – |
| MRO | New | MARATHON OIL CORP | $532,000 | – | 32,409 | +100.0% | 0.04% | – |
| NUE | Buy | NUCOR CORP | $544,000 | +28.3% | 4,764 | +10.7% | 0.04% | -6.8% |
| UTF | New | COHEN & STEERS INFRASTRUCTUR | $523,000 | – | 18,360 | +100.0% | 0.04% | – |
| TFI | SPDR SER TRnuveen blmbrg mu | $527,000 | +0.2% | 10,192 | 0.0% | 0.04% | -27.3% | |
| GOLD | Buy | BARRICK GOLD CORP | $524,000 | +11.0% | 27,584 | +5.4% | 0.04% | -18.4% |
| MRNA | Buy | MODERNA INC | $517,000 | +97.3% | 2,036 | +198.5% | 0.04% | +44.4% |
| WMS | Sell | ADVANCED DRAIN SYS INC DEL | $508,000 | -9.8% | 3,735 | -28.3% | 0.04% | -33.9% |
| SNV | Buy | SYNOVUS FINL CORP | $515,000 | +51.0% | 10,762 | +38.6% | 0.04% | +11.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $510,000 | +92.5% | 2,001 | +78.7% | 0.04% | +39.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $500,000 | +122.2% | 749 | +90.1% | 0.04% | +65.2% |
| RACE | Sell | FERRARI N V | $496,000 | +23.4% | 1,918 | -0.3% | 0.04% | -9.5% |
| RQI | New | COHEN & STEERS QUALITY INCOM | $503,000 | – | 27,600 | +100.0% | 0.04% | – |
| ISCB | ISHARES TRmrgstr sm cp etf | $499,000 | +1.8% | 8,728 | 0.0% | 0.04% | -25.5% | |
| RIO | Buy | RIO TINTO PLCsponsored adr | $500,000 | +8.9% | 7,474 | +8.9% | 0.04% | -20.8% |
| GLQ | New | CLOUGH GLOBAL EQUITY FD | $499,000 | – | 38,000 | +100.0% | 0.04% | – |
| PDBC | New | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $494,000 | – | 35,129 | +100.0% | 0.04% | – |
| LEVI | Buy | LEVI STRAUSS & CO NEW | $500,000 | +79.9% | 19,958 | +76.0% | 0.04% | +31.0% |
| SNN | Sell | SMITH & NEPHEW PLCspdn adr new | $493,000 | -1.2% | 14,245 | -1.9% | 0.04% | -26.9% |
| Buy | GENERAL ELECTRIC CO | $480,000 | +46.3% | 5,086 | +59.9% | 0.04% | +8.8% | |
| GILD | Buy | GILEAD SCIENCES INC | $486,000 | +32.8% | 6,689 | +27.7% | 0.04% | -2.6% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $491,000 | +12.9% | 1,564 | +1.3% | 0.04% | -17.8% |
| New | SOVOS BRANDS INC | $486,000 | – | 32,307 | +100.0% | 0.04% | – | |
| VLUE | Buy | ISHARES TRmsci usa value | $481,000 | +16.2% | 4,393 | +6.8% | 0.04% | -14.0% |
| ENPH | New | ENPHASE ENERGY INC | $485,000 | – | 2,652 | +100.0% | 0.04% | – |
| OLO | New | OLO INCcl a | $481,000 | – | 23,100 | +100.0% | 0.04% | – |
| HCA | Sell | HCA HEALTHCARE INC | $483,000 | -5.1% | 1,880 | -10.4% | 0.04% | -30.2% |
| XHB | New | SPDR SER TRs&p homebuild | $481,000 | – | 5,607 | +100.0% | 0.04% | – |
| ENB | Buy | ENBRIDGE INC | $487,000 | +49.8% | 12,472 | +52.7% | 0.04% | +8.8% |
| ANTM | Sell | ANTHEM INC | $480,000 | +13.5% | 1,035 | -8.7% | 0.04% | -15.9% |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $490,000 | – | 5,626 | +100.0% | 0.04% | – |
| MEG | Buy | MONTROSE ENVIRONMENTAL GROUP | $480,000 | +42.9% | 6,802 | +24.9% | 0.04% | +5.7% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $476,000 | +63.0% | 21,836 | +59.3% | 0.04% | +20.0% |
| TEX | Sell | TEREX CORP NEW | $477,000 | -23.2% | 10,851 | -26.5% | 0.04% | -44.6% |
| WELL | Sell | WELLTOWER INC | $474,000 | -2.3% | 5,529 | -6.1% | 0.04% | -28.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $471,000 | +25.9% | 4,058 | +10.4% | 0.04% | -7.7% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $478,000 | +64.3% | 1,329 | +353.6% | 0.04% | +20.0% |
| HUBS | Sell | HUBSPOT INC | $473,000 | -4.6% | 718 | -2.0% | 0.04% | -30.8% |
| PEN | Buy | PENUMBRA INC | $477,000 | +131.6% | 1,660 | +114.5% | 0.04% | +71.4% |
| DOC | New | PHYSICIANS RLTY TR | $471,000 | – | 24,994 | +100.0% | 0.04% | – |
| XSD | Sell | SPDR SER TRs&p semicndctr | $476,000 | -31.9% | 1,956 | -44.6% | 0.04% | -50.7% |
| JAGG | Buy | J P MORGAN EXCHANGE-TRADED Fus aggregate etf | $475,000 | +28.0% | 8,806 | +28.9% | 0.04% | -7.7% |
| IWN | New | ISHARES TRrus 2000 val etf | $477,000 | – | 2,875 | +100.0% | 0.04% | – |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $474,000 | +0.9% | 11,265 | -6.3% | 0.04% | -26.5% |
| SYF | Sell | SYNCHRONY FINANCIAL | $462,000 | -87.7% | 9,968 | -87.0% | 0.04% | -91.0% |
| SMLV | Sell | SPDR SER TRssga us smal etf | $462,000 | +2.9% | 3,866 | -3.4% | 0.04% | -25.5% |
| SUM | New | SUMMIT MATLS INCcl a | $455,000 | – | 11,340 | +100.0% | 0.04% | – |
| AYI | New | ACUITY BRANDS INC | $453,000 | – | 2,138 | +100.0% | 0.04% | – |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $454,000 | +17.0% | 41,380 | +10.4% | 0.04% | -12.5% |
| IYR | New | ISHARES TRu.s. real es etf | $462,000 | – | 3,974 | +100.0% | 0.04% | – |
| PLNT | New | PLANET FITNESS INCcl a | $449,000 | – | 4,957 | +100.0% | 0.03% | – |
| Sell | BATH & BODY WORKS INC | $445,000 | -7.9% | 6,374 | -16.9% | 0.03% | -32.0% | |
| STLD | New | STEEL DYNAMICS INC | $450,000 | – | 7,246 | +100.0% | 0.03% | – |
| NI | Buy | NISOURCE INC | $444,000 | +14.4% | 16,085 | +0.5% | 0.03% | -15.0% |
| KMB | Sell | KIMBERLY-CLARK CORP | $446,000 | -12.5% | 3,123 | -18.8% | 0.03% | -35.8% |
| YUMC | Sell | YUM CHINA HLDGS INC | $447,000 | -26.2% | 8,966 | -14.0% | 0.03% | -46.0% |
| MET | Buy | METLIFE INC | $452,000 | +18.9% | 7,235 | +17.6% | 0.03% | -15.0% |
| PSTH | New | PERSHING SQUARE TONTINE HLDG | $452,000 | – | 22,934 | +100.0% | 0.03% | – |
| OEF | New | ISHARES TRs&p 100 etf | $450,000 | – | 2,054 | +100.0% | 0.03% | – |
| SPT | Buy | SPROUT SOCIAL INC | $431,000 | -14.7% | 4,756 | +14.9% | 0.03% | -37.7% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $434,000 | +25.1% | 6,552 | +9.9% | 0.03% | -8.3% |
| FFIN | Buy | FIRST FINL BANKSHARES INC | $437,000 | +46.2% | 8,588 | +31.8% | 0.03% | +6.5% |
| PXD | New | PIONEER NAT RES CO | $432,000 | – | 2,376 | +100.0% | 0.03% | – |
| IOO | Buy | ISHARES TRglobal 100 etf | $436,000 | +27.5% | 5,586 | +16.0% | 0.03% | -8.3% |
| ATRS | New | ANTARES PHARMA INC | $433,000 | – | 121,420 | +100.0% | 0.03% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $439,000 | – | 621 | +100.0% | 0.03% | – |
| CLX | Buy | CLOROX CO DEL | $430,000 | +30.3% | 2,464 | +23.6% | 0.03% | -2.9% |
| APD | New | AIR PRODS & CHEMS INC | $427,000 | – | 1,403 | +100.0% | 0.03% | – |
| ARKK | New | ARK ETF TRinnovation etf | $436,000 | – | 4,605 | +100.0% | 0.03% | – |
| CCXI | New | CHEMOCENTRYX INC | $427,000 | – | 11,740 | +100.0% | 0.03% | – |
| UAA | Buy | UNDER ARMOUR INCcl a | $429,000 | +34.9% | 20,257 | +28.6% | 0.03% | 0.0% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $416,000 | +128.6% | 53,220 | +146.6% | 0.03% | +68.4% |
| ALL | New | ALLSTATE CORP | $421,000 | – | 3,580 | +100.0% | 0.03% | – |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $422,000 | -42.0% | 6,963 | -46.0% | 0.03% | -57.9% |
| DOW | Sell | DOW INC | $415,000 | -32.8% | 7,318 | -31.8% | 0.03% | -50.0% |
| XAR | Buy | SPDR SER TRaerospace def | $417,000 | +82.1% | 3,581 | +86.6% | 0.03% | +33.3% |
| GM | Buy | GENERAL MTRS CO | $426,000 | +29.1% | 7,269 | +16.0% | 0.03% | -5.9% |
| FMAT | New | FIDELITY COVINGTON TRUSTmsci matls index | $414,000 | – | 8,223 | +100.0% | 0.03% | – |
| IHF | Buy | ISHARES TRus hlthcr pr etf | $413,000 | +28.7% | 1,423 | +13.5% | 0.03% | -6.1% |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $402,000 | – | 616 | +100.0% | 0.03% | – |
| SUPN | New | SUPERNUS PHARMACEUTICALS INC | $411,000 | – | 14,081 | +100.0% | 0.03% | – |
| NSC | Buy | NORFOLK SOUTHN CORP | $411,000 | +34.3% | 1,380 | +7.9% | 0.03% | -3.1% |
| GAB | New | GABELLI EQUITY TR INC | $404,000 | – | 56,120 | +100.0% | 0.03% | – |
| CCL | Buy | CARNIVAL CORP | $410,000 | +34.9% | 20,399 | +68.0% | 0.03% | -3.1% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $398,000 | -9.8% | 6,116 | +1.4% | 0.03% | -34.8% |
| CCI | New | CROWN CASTLE INTL CORP NEW | $400,000 | – | 1,917 | +100.0% | 0.03% | – |
| ISCV | Sell | ISHARES TRmrning sm cp etf | $398,000 | +0.3% | 6,699 | -4.1% | 0.03% | -26.8% |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $398,000 | – | 4,712 | +100.0% | 0.03% | – |
| SHOP | New | SHOPIFY INCcl a | $388,000 | – | 282 | +100.0% | 0.03% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $400,000 | – | 10,935 | +100.0% | 0.03% | – |
| DVLU | New | FIRST TR EXCHANGE-TRADED FDdorsy wrgh vlu | $374,000 | – | 14,841 | +100.0% | 0.03% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $385,000 | – | 24,947 | +100.0% | 0.03% | – |
| CSX | Buy | CSX CORP | $376,000 | +66.4% | 9,989 | +31.4% | 0.03% | +20.8% |
| XLC | New | SELECT SECTOR SPDR TR | $376,000 | – | 4,836 | +100.0% | 0.03% | – |
| NTLA | New | INTELLIA THERAPEUTICS INC | $381,000 | – | 3,220 | +100.0% | 0.03% | – |
| ET | Buy | ENERGY TRANSFER L P | $384,000 | +280.2% | 46,659 | +344.1% | 0.03% | +163.6% |
| ED | Buy | CONSOLIDATED EDISON INC | $385,000 | +23.0% | 4,514 | +4.8% | 0.03% | -12.1% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $380,000 | – | 1,858 | +100.0% | 0.03% | – |
| DKS | Sell | DICKS SPORTING GOODS INC | $375,000 | -13.8% | 3,261 | -10.3% | 0.03% | -35.6% |
| DECK | Buy | DECKERS OUTDOOR CORP | $362,000 | +50.8% | 988 | +48.3% | 0.03% | +12.0% |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $364,000 | – | 1,698 | +100.0% | 0.03% | – |
| KR | Buy | KROGER CO | $365,000 | +17.4% | 8,072 | +4.9% | 0.03% | -12.5% |
| USB | Sell | US BANCORP DEL | $365,000 | -67.2% | 6,494 | -65.3% | 0.03% | -75.9% |
| LSI | Buy | LIFE STORAGE INC | $361,000 | +38.3% | 2,354 | +3.6% | 0.03% | +3.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $368,000 | +4.2% | 2,249 | +6.8% | 0.03% | -24.3% |
| ARKW | New | ARK ETF TRnext gnrtn inter | $373,000 | – | 3,149 | +100.0% | 0.03% | – |
| BST | New | BLACKROCK SCIENCE & TECHNOLO | $369,000 | – | 7,385 | +100.0% | 0.03% | – |
| FXN | Buy | FIRST TR EXCHANGE TRADED FDenergy alphadx | $355,000 | +4.7% | 29,781 | +0.8% | 0.03% | -22.9% |
| ARKG | New | ARK ETF TRgenomic rev etf | $348,000 | – | 5,677 | +100.0% | 0.03% | – |
| BL | Buy | BLACKLINE INC | $352,000 | -2.8% | 3,400 | +10.7% | 0.03% | -28.9% |
| ICF | ISHARES TRcohen steer reit | $360,000 | +16.1% | 4,731 | 0.0% | 0.03% | -15.6% | |
| MUB | New | ISHARES TRnational mun etf | $355,000 | – | 3,051 | +100.0% | 0.03% | – |
| MGM | Sell | MGM RESORTS INTERNATIONAL | $351,000 | +3.5% | 7,814 | -0.5% | 0.03% | -22.9% |
| MPW | New | MEDICAL PPTYS TRUST INC | $354,000 | – | 14,976 | +100.0% | 0.03% | – |
| NCNO | New | NCINO INC | $354,000 | – | 6,460 | +100.0% | 0.03% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $354,000 | – | 684 | +100.0% | 0.03% | – |
| FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $337,000 | – | 2,079 | +100.0% | 0.03% | – |
| EPHE | New | ISHARES TRmsci philips etf | $345,000 | – | 10,895 | +100.0% | 0.03% | – |
| UGA | New | UNITED STS GASOLINE FD LPunits | $342,000 | – | 8,350 | +100.0% | 0.03% | – |
| CME | New | CME GROUP INC | $337,000 | – | 1,476 | +100.0% | 0.03% | – |
| INDS | New | PACER FDS TRbnchmrk indstr | $340,000 | – | 6,070 | +100.0% | 0.03% | – |
| WCC | New | WESCO INTL INC | $341,000 | – | 2,589 | +100.0% | 0.03% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $341,000 | – | 4,631 | +100.0% | 0.03% | – |
| LULU | New | LULULEMON ATHLETICA INC | $340,000 | – | 868 | +100.0% | 0.03% | – |
| BOE | New | BLACKROCK ENHANCED GLOBAL DI | $338,000 | – | 27,773 | +100.0% | 0.03% | – |
| ARKF | New | ARK ETF TRfintech innova | $344,000 | – | 8,415 | +100.0% | 0.03% | – |
| IBB | Buy | ISHARES TRishares biotech | $333,000 | -4.6% | 2,180 | +1.0% | 0.02% | -30.6% |
| IYH | New | ISHARES TRus hlthcare etf | $323,000 | – | 1,075 | +100.0% | 0.02% | – |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $331,000 | +35.7% | 21,187 | +32.2% | 0.02% | 0.0% |
| TRV | Sell | TRAVELERS COMPANIES INC | $332,000 | -14.0% | 2,120 | -16.4% | 0.02% | -37.5% |
| NARI | New | INARI MED INC | $334,000 | – | 3,655 | +100.0% | 0.02% | – |
| JBHT | New | HUNT J B TRANS SVCS INC | $329,000 | – | 1,612 | +100.0% | 0.02% | – |
| ADSK | New | AUTODESK INC | $311,000 | – | 1,107 | +100.0% | 0.02% | – |
| STK | New | COLUMBIA SELIGM PREM TECH GR | $309,000 | – | 8,353 | +100.0% | 0.02% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $314,000 | – | 4,045 | +100.0% | 0.02% | – |
| PPT | New | PUTNAM PREMIER INCOME TRsh ben int | $311,000 | – | 72,924 | +100.0% | 0.02% | – |
| BUG | New | GLOBAL X FDScybrscurty etf | $308,000 | – | 9,701 | +100.0% | 0.02% | – |
| SRVR | Sell | PACER FDS TRbnchmrk infra | $304,000 | +6.7% | 7,024 | -4.2% | 0.02% | -23.3% |
| IXUS | New | ISHARES TRcore msci total | $297,000 | – | 4,184 | +100.0% | 0.02% | – |
| EWJ | Sell | ISHARES INCmsci jpn etf new | $307,000 | -22.5% | 4,592 | -18.5% | 0.02% | -43.9% |
| FSK | Sell | FS KKR CAP CORP | $301,000 | -27.5% | 14,364 | -23.6% | 0.02% | -46.5% |
| SLQD | New | ISHARES TR0-5yr invt gr cp | $305,000 | – | 5,975 | +100.0% | 0.02% | – |
| PAYX | New | PAYCHEX INC | $307,000 | – | 2,251 | +100.0% | 0.02% | – |
| AM | New | ANTERO MIDSTREAM CORP | $302,000 | – | 31,176 | +100.0% | 0.02% | – |
| PIPPU | New | PINE IS ACQUISITION CORPunit 99/99/9999 | $292,000 | – | 28,700 | +100.0% | 0.02% | – |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $293,000 | +43.6% | 5,409 | +37.0% | 0.02% | +4.8% |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $287,000 | – | 4,668 | +100.0% | 0.02% | – |
| PSA | New | PUBLIC STORAGE | $294,000 | – | 784 | +100.0% | 0.02% | – |
| RBLX | New | ROBLOX CORPcl a | $287,000 | – | 2,778 | +100.0% | 0.02% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $280,000 | – | 3,201 | +100.0% | 0.02% | – |
| EXC | New | EXELON CORP | $272,000 | – | 4,704 | +100.0% | 0.02% | – |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $275,000 | +11.3% | 15,288 | +27.2% | 0.02% | -19.2% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $276,000 | -4.5% | 2,526 | -3.4% | 0.02% | -30.0% |
| COWZ | New | PACER FDS TRus cash cows 100 | $276,000 | – | 5,855 | +100.0% | 0.02% | – |
| LUV | Sell | SOUTHWEST AIRLS CO | $277,000 | -18.5% | 6,459 | -2.4% | 0.02% | -40.0% |
| AXON | New | AXON ENTERPRISE INC | $269,000 | – | 1,711 | +100.0% | 0.02% | – |
| BBY | New | BEST BUY INC | $279,000 | – | 2,747 | +100.0% | 0.02% | – |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $278,000 | -3.1% | 7,422 | 0.0% | 0.02% | -30.0% | |
| NOC | Buy | NORTHROP GRUMMAN CORP | $272,000 | +26.5% | 703 | +17.6% | 0.02% | -4.5% |
| MSI | New | MOTOROLA SOLUTIONS INC | $270,000 | – | 993 | +100.0% | 0.02% | – |
| TNDM | New | TANDEM DIABETES CARE INC | $281,000 | – | 1,865 | +100.0% | 0.02% | – |
| KKR | Sell | KKR & CO INC | $280,000 | +5.3% | 3,764 | -13.9% | 0.02% | -25.0% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $277,000 | +28.2% | 4,985 | +27.8% | 0.02% | -4.5% |
| IWV | New | ISHARES TRrussell 3000 etf | $276,000 | – | 996 | +100.0% | 0.02% | – |
| SOXX | New | ISHARES TRishares semicdtr | $270,000 | – | 497 | +100.0% | 0.02% | – |
| DVN | New | DEVON ENERGY CORP NEW | $271,000 | – | 6,149 | +100.0% | 0.02% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $270,000 | – | 1,092 | +100.0% | 0.02% | – |
| GOF | New | GUGGENHEIM STRATEGIC OPPORTU | $261,000 | – | 14,262 | +100.0% | 0.02% | – |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $262,000 | – | 849 | +100.0% | 0.02% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $263,000 | – | 6,102 | +100.0% | 0.02% | – |
| EQIX | New | EQUINIX INC | $246,000 | – | 291 | +100.0% | 0.02% | – |
| APPS | New | DIGITAL TURBINE INC | $249,000 | – | 4,076 | +100.0% | 0.02% | – |
| NRP | New | NATURAL RESOURCE PARTNERS L | $244,000 | – | 7,300 | +100.0% | 0.02% | – |
| JPC | New | NUVEEN PFD & INCOME OPPORTUN | $254,000 | – | 26,000 | +100.0% | 0.02% | – |
| AGNC | New | AGNC INVT CORP | $245,000 | – | 16,270 | +100.0% | 0.02% | – |
| AUPH | New | AURINIA PHARMACEUTICALS INC | $244,000 | – | 10,650 | +100.0% | 0.02% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $246,000 | – | 5,672 | +100.0% | 0.02% | – |
| ZTS | New | ZOETIS INCcl a | $247,000 | – | 1,011 | +100.0% | 0.02% | – |
| SU | New | SUNCOR ENERGY INC NEW | $247,000 | – | 9,859 | +100.0% | 0.02% | – |
| AOM | New | ISHARES TRmodert alloc etf | $254,000 | – | 5,585 | +100.0% | 0.02% | – |
| IMCG | New | ISHARES TRmrgstr md cp grw | $253,000 | – | 3,458 | +100.0% | 0.02% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $247,000 | – | 4,671 | +100.0% | 0.02% | – |
| NOW | Buy | SERVICENOW INC | $254,000 | +5.8% | 392 | +1.8% | 0.02% | -24.0% |
| DD | Buy | DUPONT DE NEMOURS INC | $249,000 | +23.3% | 3,080 | +3.6% | 0.02% | -9.5% |
| MTBC | New | CARECLOUD INC | $255,000 | – | 40,300 | +100.0% | 0.02% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $245,000 | – | 3,683 | +100.0% | 0.02% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $251,000 | – | 2,866 | +100.0% | 0.02% | – |
| ALB | New | ALBEMARLE CORP | $247,000 | – | 1,058 | +100.0% | 0.02% | – |
| MDYG | New | SPDR SER TRs&p 400 mdcp grw | $248,000 | – | 3,043 | +100.0% | 0.02% | – |
| DHR | New | DANAHER CORPORATION | $254,000 | – | 773 | +100.0% | 0.02% | – |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $246,000 | +11.8% | 5,132 | +12.4% | 0.02% | -17.4% |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $237,000 | – | 4,578 | +100.0% | 0.02% | – |
| ZS | New | ZSCALER INC | $233,000 | – | 725 | +100.0% | 0.02% | – |
| LNC | New | LINCOLN NATL CORP IND | $234,000 | – | 3,424 | +100.0% | 0.02% | – |
| KIM | New | KIMCO RLTY CORP | $232,000 | – | 9,426 | +100.0% | 0.02% | – |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $239,000 | – | 5,940 | +100.0% | 0.02% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $230,000 | – | 5,424 | +100.0% | 0.02% | – |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $233,000 | – | 772 | +100.0% | 0.02% | – |
| QS | New | QUANTUMSCAPE CORP | $240,000 | – | 10,800 | +100.0% | 0.02% | – |
| FUBO | New | FUBOTV INC | $235,000 | – | 15,153 | +100.0% | 0.02% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $235,000 | – | 372 | +100.0% | 0.02% | – |
| XHE | Sell | SPDR SER TRhlth cr equip | $233,000 | -6.8% | 1,984 | -0.9% | 0.02% | -30.8% |
| BX | New | BLACKSTONE INC | $242,000 | – | 1,869 | +100.0% | 0.02% | – |
| BE | Buy | BLOOM ENERGY CORP | $239,000 | +18.3% | 10,910 | +1.0% | 0.02% | -14.3% |
| UP | New | WHEELS UP EXPERIENCE INC | $240,000 | – | 51,679 | +100.0% | 0.02% | – |
| IAU | New | ISHARES GOLD TRishares new | $226,000 | – | 6,489 | +100.0% | 0.02% | – |
| ROST | Buy | ROSS STORES INC | $219,000 | +8.4% | 1,917 | +3.3% | 0.02% | -19.0% |
| ROKU | New | ROKU INC | $218,000 | – | 954 | +100.0% | 0.02% | – |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $229,000 | +0.4% | 2,314 | +0.7% | 0.02% | -29.2% |
| OGS | New | ONE GAS INC | $225,000 | – | 2,904 | +100.0% | 0.02% | – |
| NUV | New | NUVEEN MUN VALUE FD INC | $219,000 | – | 21,127 | +100.0% | 0.02% | – |
| NUAN | New | NUANCE COMMUNICATIONS INC | $218,000 | – | 3,949 | +100.0% | 0.02% | – |
| MOS | New | MOSAIC CO NEW | $219,000 | – | 5,566 | +100.0% | 0.02% | – |
| New | MATTERPORT INC | $221,000 | – | 10,720 | +100.0% | 0.02% | – | |
| LEN | New | LENNAR CORPcl a | $225,000 | – | 1,940 | +100.0% | 0.02% | – |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $220,000 | – | 2,576 | +100.0% | 0.02% | – |
| QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $222,000 | +10.4% | 1,873 | +3.7% | 0.02% | -19.0% |
| New | DUTCH BROS INCcl a | $223,000 | – | 4,385 | +100.0% | 0.02% | – | |
| DOCN | New | DIGITALOCEAN HLDGS INC | $221,000 | – | 2,748 | +100.0% | 0.02% | – |
| CTVA | New | CORTEVA INC | $228,000 | – | 4,825 | +100.0% | 0.02% | – |
| XEL | Sell | XCEL ENERGY INC | $225,000 | -5.1% | 3,319 | -12.5% | 0.02% | -32.0% |
| XLNX | New | XILINX INC | $223,000 | – | 1,054 | +100.0% | 0.02% | – |
| LIN | New | LINDE PLC | $218,000 | – | 628 | +100.0% | 0.02% | – |
| New | ON HLDG AGnamen akt a | $226,000 | – | 5,987 | +100.0% | 0.02% | – | |
| PFXF | VANECK ETF TRUSTpreferred securt | $216,000 | +3.3% | 9,850 | 0.0% | 0.02% | -27.3% | |
| NMZ | Buy | NUVEEN MUN HIGH INCOME OPPOR | $210,000 | +21.4% | 13,915 | +18.5% | 0.02% | -11.1% |
| IWS | New | ISHARES TRrus mdcp val etf | $216,000 | – | 1,769 | +100.0% | 0.02% | – |
| RCL | Sell | ROYAL CARIBBEAN GROUP | $210,000 | -32.0% | 2,736 | -21.2% | 0.02% | -50.0% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $209,000 | -15.0% | 7,044 | -14.4% | 0.02% | -38.5% |
| New | RIVIAN AUTOMOTIVE INC | $212,000 | – | 2,045 | +100.0% | 0.02% | – | |
| VERU | Buy | VERU INC | $211,000 | -30.8% | 35,810 | +0.3% | 0.02% | -50.0% |
| MAS | New | MASCO CORP | $211,000 | – | 3,000 | +100.0% | 0.02% | – |
| DDIV | New | FIRST TR EXCHANGE-TRADED FDdorseywright mom | $205,000 | – | 6,051 | +100.0% | 0.02% | – |
| HRB | BLOCK H & R INC | $209,000 | -5.9% | 8,884 | 0.0% | 0.02% | -30.4% | |
| OHI | New | OMEGA HEALTHCARE INVS INC | $207,000 | – | 7,002 | +100.0% | 0.02% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $206,000 | – | 2,880 | +100.0% | 0.02% | – |
| SQ | New | BLOCK INCcl a | $214,000 | – | 1,324 | +100.0% | 0.02% | – |
| QQQX | New | NUVEEN NASDAQ 100 DYNAMIC OV | $212,000 | – | 6,923 | +100.0% | 0.02% | – |
| FXG | Sell | FIRST TR EXCHANGE TRADED FDconsumr staple | $202,000 | -7.8% | 3,261 | -16.3% | 0.02% | -34.8% |
| RVT | New | ROYCE VALUE TR INC | $198,000 | – | 10,121 | +100.0% | 0.02% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $200,000 | – | 3,271 | +100.0% | 0.02% | – |
| VALE | Sell | VALE S Asponsored ads | $193,000 | -34.8% | 13,777 | -35.1% | 0.02% | -51.6% |
| PSFE | New | PAYSAFE LIMITEDord | $199,000 | – | 51,000 | +100.0% | 0.02% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $203,000 | – | 3,339 | +100.0% | 0.02% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $200,000 | – | 1,287 | +100.0% | 0.02% | – |
| USA | New | LIBERTY ALL STAR EQUITY FDsh ben int | $201,000 | – | 23,989 | +100.0% | 0.02% | – |
| COF | New | CAPITAL ONE FINL CORP | $200,000 | – | 1,381 | +100.0% | 0.02% | – |
| TRI | New | THOMSON REUTERS CORP. | $200,000 | – | 1,675 | +100.0% | 0.02% | – |
| ARCC | New | ARES CAPITAL CORP | $203,000 | – | 9,560 | +100.0% | 0.02% | – |
| MELI | Sell | MERCADOLIBRE INC | $201,000 | -47.2% | 149 | -34.4% | 0.02% | -62.5% |
| NMS | Buy | NUVEEN MINN QUALITY MUN INM | $199,000 | -2.9% | 13,250 | +3.4% | 0.02% | -28.6% |
| BDRY | New | ETF MANAGERS GRP COMMDTY TRbreakwave dry | $202,000 | – | 6,860 | +100.0% | 0.02% | – |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $179,000 | -4.3% | 11,939 | -3.9% | 0.01% | -26.3% |
| NFJ | New | VIRTUS DIVIDEND INTEREST & P | $183,000 | – | 11,400 | +100.0% | 0.01% | – |
| New | IONQ INC | $167,000 | – | 10,000 | +100.0% | 0.01% | – | |
| GGT | New | GABELLI MULTIMEDIA TR INC | $153,000 | – | 17,593 | +100.0% | 0.01% | – |
| EXG | New | EATON VANCE TAX-MANAGED GLOB | $161,000 | – | 15,130 | +100.0% | 0.01% | – |
| JPS | Buy | NUVEEN PFD & INCM SECURTIES | $146,000 | +23.7% | 15,051 | +24.9% | 0.01% | -8.3% |
| FRA | New | BLACKROCK FLOATING RATE INCO | $138,000 | – | 10,250 | +100.0% | 0.01% | – |
| MGI | New | MONEYGRAM INTL INC | $115,000 | – | 14,524 | +100.0% | 0.01% | – |
| New | THERATECHNOLOGIES INCnote 5.750% 6/3 | $101,000 | – | 114,000 | +100.0% | 0.01% | – | |
| AUY | Buy | YAMANA GOLD INC | $78,000 | +9.9% | 18,565 | +4.0% | 0.01% | -14.3% |
| DNN | New | DENISON MINES CORP | $54,000 | – | 39,340 | +100.0% | 0.00% | – |
| New | REDWOOD TRUST INCnote 4.750% 8/1 | $51,000 | – | 50,000 | +100.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $53,000 | -42.4% | 12,070 | 0.0% | 0.00% | -60.0% | |
| CIDM | New | CINEDIGM CORP | $52,000 | – | 45,196 | +100.0% | 0.00% | – |
| GGN | New | GAMCO GLOBAL GOLD NAT RES & | $45,000 | – | 12,000 | +100.0% | 0.00% | – |
| CIK | New | CREDIT SUISSE ASSET MGMT INC | $35,000 | – | 10,226 | +100.0% | 0.00% | – |
| CKPT | New | CHECKPOINT THERAPEUTICS INC | $31,000 | – | 10,000 | +100.0% | 0.00% | – |
| WATT | New | ENERGOUS CORP | $27,000 | – | 21,550 | +100.0% | 0.00% | – |
| ALNA | New | ALLENA PHARMACEUTICALS | $24,000 | – | 40,000 | +100.0% | 0.00% | – |
| PFE | New | PFIZER INCcall | $11,000 | – | 1,700 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPcall | $13,000 | – | 65,600 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $16,000 | – | 2,500 | +100.0% | 0.00% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcall | $1,000 | – | 100 | +100.0% | 0.00% | – |
| DIS | New | DISNEY WALT COcall | $4,000 | – | 600 | +100.0% | 0.00% | – |
| T | New | AT&T INCcall | $2,000 | – | 3,500 | +100.0% | 0.00% | – |
| GLDM | Exit | WORLD GOLD TRspdr gld minis | $0 | – | -10,063 | -100.0% | -0.02% | – |
| FATE | Exit | FATE THERAPEUTICS INC | $0 | – | -3,517 | -100.0% | -0.02% | – |
| TFX | Exit | TELEFLEX INCORPORATED | $0 | – | -572 | -100.0% | -0.02% | – |
| OIH | Exit | VANECK ETF TRUSToil services etf | $0 | – | -1,090 | -100.0% | -0.02% | – |
| CDNA | Exit | CAREDX INC | $0 | – | -3,534 | -100.0% | -0.02% | – |
| SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -5,629 | -100.0% | -0.02% | – |
| FIGS | Exit | FIGS INCcl a | $0 | – | -6,556 | -100.0% | -0.02% | – |
| OR | Exit | OSISKO GOLD ROYALTIES LTD | $0 | – | -22,000 | -100.0% | -0.03% | – |
| CGNX | Exit | COGNEX CORP | $0 | – | -3,415 | -100.0% | -0.03% | – |
| FPF | Exit | FIRST TR INTER DURATN PFD & | $0 | – | -11,000 | -100.0% | -0.03% | – |
| PII | Exit | POLARIS INC | $0 | – | -2,299 | -100.0% | -0.03% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -4,535 | -100.0% | -0.03% | – |
| SMAR | Exit | SMARTSHEET INC | $0 | – | -4,283 | -100.0% | -0.03% | – |
| AXNX | Exit | AXONICS INC | $0 | – | -4,539 | -100.0% | -0.03% | – |
| Exit | LIGHTSPEED COMMERCE INC | $0 | – | -3,204 | -100.0% | -0.03% | – | |
| FLYW | Exit | FLYWIRE CORPORATION | $0 | – | -7,741 | -100.0% | -0.04% | – |
| CSTL | Exit | CASTLE BIOSCIENCES INC | $0 | – | -5,265 | -100.0% | -0.04% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -2,863 | -100.0% | -0.04% | – |
| Exit | PAYCOR HCM INC | $0 | – | -9,893 | -100.0% | -0.04% | – | |
| DT | Exit | DYNATRACE INC | $0 | – | -5,091 | -100.0% | -0.04% | – |
| GMAB | Exit | GENMAB A/Ssponsored ads | $0 | – | -8,595 | -100.0% | -0.04% | – |
| PD | Exit | PAGERDUTY INC | $0 | – | -9,019 | -100.0% | -0.04% | – |
| SGRY | Exit | SURGERY PARTNERS INC | $0 | – | -8,798 | -100.0% | -0.04% | – |
| ACHC | Exit | ACADIA HEALTHCARE COMPANY IN | $0 | – | -6,707 | -100.0% | -0.04% | – |
| NET | Exit | CLOUDFLARE INC | $0 | – | -3,925 | -100.0% | -0.05% | – |
| PCRX | Exit | PACIRA BIOSCIENCES INC | $0 | – | -7,846 | -100.0% | -0.05% | – |
| CAR | Exit | AVIS BUDGET GROUP | $0 | – | -4,634 | -100.0% | -0.06% | – |
| CVLT | Exit | COMMVAULT SYS INC | $0 | – | -7,452 | -100.0% | -0.06% | – |
| TMUS | Exit | T-MOBILE US INC | $0 | – | -4,510 | -100.0% | -0.06% | – |
| VRNS | Exit | VARONIS SYS INC | $0 | – | -9,771 | -100.0% | -0.06% | – |
| CRL | Exit | CHARLES RIV LABS INTL INC | $0 | – | -1,904 | -100.0% | -0.08% | – |
| VER | Exit | VEREIT INC | $0 | – | -17,908 | -100.0% | -0.08% | – |
| FCNCA | Exit | FIRST CTZNS BANCSHARES INC Ncl a | $0 | – | -1,372 | -100.0% | -0.12% | – |
| ASAN | Exit | ASANA INCcl a | $0 | – | -12,218 | -100.0% | -0.13% | – |
| PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -20,454 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 28 | Q3 2023 | 6.8% |
| MICROSOFT CORP | 28 | Q3 2023 | 3.8% |
| ISHARES TR | 28 | Q3 2023 | 5.0% |
| ISHARES TR | 28 | Q3 2023 | 4.5% |
| AMAZON COM INC | 28 | Q3 2023 | 3.0% |
| ISHARES TR | 28 | Q3 2023 | 3.1% |
| SPDR S&P 500 ETF TR | 28 | Q3 2023 | 2.4% |
| ENTERPRISE PRODS PARTNERS L | 28 | Q3 2023 | 3.4% |
| ABBVIE INC | 28 | Q3 2023 | 2.3% |
| ISHARES TR | 28 | Q3 2023 | 3.9% |
View LEVEL FOUR ADVISORY SERVICES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-06-05 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-10-12 |
View LEVEL FOUR ADVISORY SERVICES, 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.