$730 Million is the total value of IHT Wealth Management, LLC's 577 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 35.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $28,852,000 | +23.9% | 79,089 | -13.7% | 3.95% | +17.9% |
SPY | Buy | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit | $25,638,000 | +65.7% | 83,145 | +38.5% | 3.51% | +57.7% |
IVV | Sell | ISHARES TRUST CORE S&P500 ETFcore s&p 500 etf | $23,808,000 | +3.5% | 76,878 | -13.6% | 3.26% | -1.5% |
QQQ | Buy | INVESCO QQQ TRUST | $20,208,000 | +175.5% | 81,617 | +111.8% | 2.77% | +162.2% |
SPYG | Buy | SPDR SERIES TRUST PRTFLO S&P500 GW ETFprtflo s&p500 gw | $19,323,000 | +50.1% | 430,157 | +19.4% | 2.65% | +42.8% |
AMZN | Sell | AMAZON COM | $16,015,000 | +26.4% | 5,805 | -10.7% | 2.19% | +20.2% |
SPDW | Buy | SPDR PORTFOLIOportfolio devlpd | $13,507,000 | +26.4% | 489,034 | +9.5% | 1.85% | +20.3% |
SPYV | Buy | SPDR PORTFOLIOprtflo s&p500 vl | $12,512,000 | +29.8% | 431,735 | +15.7% | 1.71% | +23.5% |
USMV | Sell | ISHARES TRUST MSCI MIN VOL ETFmsci min vol etf | $12,272,000 | -0.6% | 202,401 | -11.5% | 1.68% | -5.5% |
MSFT | Sell | MICROSOFT CORP | $11,827,000 | +3.4% | 58,114 | -19.8% | 1.62% | -1.6% |
SDY | Buy | SPDR SERIESs&p divid etf | $8,555,000 | +16.2% | 93,808 | +1.7% | 1.17% | +10.6% |
ITOT | Sell | ISHARES TRUST CORE S&P TTL STK ETFcore s&p ttl stk | $7,125,000 | -18.3% | 102,600 | -32.7% | 0.98% | -22.2% |
FVD | Sell | FIRST TR VALUE LINE DIVID IN | $7,041,000 | -10.3% | 232,217 | -18.1% | 0.96% | -14.6% |
IUSG | Sell | ISHARES TRUST CORE S&P US GWT ETFcore s&p us gwt | $6,800,000 | +15.1% | 94,596 | -8.6% | 0.93% | +9.5% |
XLK | Buy | SELECT SECTOR SPDR TRUST TECHNOLOGY ETFtechnology | $6,115,000 | +34.8% | 58,520 | +3.7% | 0.84% | +28.3% |
XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $5,905,000 | – | 24,820 | +100.0% | 0.81% | – |
DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $5,836,000 | – | 22,632 | +100.0% | 0.80% | – |
XLV | Buy | SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETFsbi healthcare | $5,620,000 | +49.8% | 56,157 | +32.6% | 0.77% | +42.6% |
IJH | Sell | ISHARES TRUST CORE S&P MCP ETFcore s&p mcp etf | $5,467,000 | +9.3% | 30,747 | -11.6% | 0.75% | +4.0% |
VTI | Buy | VANGUARD TOTAL STK MKT ETFtotal stk mkt | $5,412,000 | +21.8% | 34,575 | +0.3% | 0.74% | +15.8% |
IUSV | Sell | ISHARES TRUST CORE S&P US VLU ETFcore s&p us vlu | $4,950,000 | +5.1% | 94,771 | -7.1% | 0.68% | 0.0% |
VUG | Buy | VANGUARD GROWTH ETFgrowth etf | $4,912,000 | +32.4% | 24,305 | +2.7% | 0.67% | +26.0% |
DNP | Buy | DNP SELECT | $4,818,000 | +20.0% | 442,846 | +8.0% | 0.66% | +14.2% |
VEA | Sell | VANGUARD FTSE DEV MKT ETFftse dev mkt etf | $4,772,000 | +2.2% | 123,010 | -12.2% | 0.65% | -2.7% |
GOOGL | Sell | ALPHABET INC COM CL Acap stk cl a | $4,692,000 | -0.9% | 3,309 | -18.8% | 0.64% | -5.6% |
FTC | Sell | FIRST TR LARGE CAP GROWTH A | $4,677,000 | +26.9% | 61,047 | -0.8% | 0.64% | +20.7% |
ABBV | Sell | ABBVIE INC | $4,515,000 | -81.1% | 45,982 | -85.3% | 0.62% | -82.0% |
GOOG | Buy | ALPHABET INC COM CL Ccap stk cl c | $4,395,000 | +25.2% | 3,109 | +3.0% | 0.60% | +19.0% |
IJR | Sell | ISHARES TRUST CORE S&P SCP ETFcore s&p scp etf | $4,367,000 | +3.5% | 63,950 | -15.0% | 0.60% | -1.5% |
NVDA | Buy | NVIDIA CORP | $4,343,000 | +64.7% | 11,430 | +14.3% | 0.60% | +56.6% |
EFAV | Buy | ISHARES EDGEmin vol eafe etf | $4,022,000 | +18.1% | 60,880 | +10.9% | 0.55% | +12.2% |
HDV | Buy | ISHARES COREcore high dv etf | $3,898,000 | +15.9% | 48,030 | +2.2% | 0.53% | +10.3% |
DIS | Sell | DISNEY WALT CO | $3,841,000 | +0.7% | 34,444 | -12.8% | 0.53% | -4.2% |
FB | Sell | FACEBOOK INCcl a | $3,791,000 | -7.4% | 16,694 | -32.0% | 0.52% | -11.9% |
IWM | Sell | ISHARES TRUST RUSSELL 2000 ETFrussell 2000 etf | $3,768,000 | -4.1% | 26,315 | -23.3% | 0.52% | -8.8% |
V | Sell | VISA INC COM CL A | $3,738,000 | +12.1% | 19,349 | -6.5% | 0.51% | +6.7% |
NOBL | Sell | PROSHARES TRUSTs&p 500 dv arist | $3,661,000 | +14.4% | 54,351 | -2.0% | 0.50% | +8.9% |
T | Sell | AT&T INC COM | $3,628,000 | -24.9% | 120,004 | -27.6% | 0.50% | -28.6% |
BA | Buy | BOEING CO | $3,525,000 | +115.5% | 19,229 | +75.3% | 0.48% | +104.7% |
IWD | Sell | ISHARES TRUST RUS 1000 VAL ETFrus 1000 val etf | $3,466,000 | +2.2% | 30,779 | -10.0% | 0.48% | -2.7% |
HFRO | Buy | HIGHLAND INCOME | $3,460,000 | -4.5% | 429,788 | +1.2% | 0.47% | -9.2% |
VHT | Sell | VANGUARD HEALTHhealth car etf | $3,408,000 | +8.2% | 17,691 | -6.7% | 0.47% | +2.9% |
QTEC | Sell | FIRST TR NASDAQ-100 TECH IND | $3,251,000 | +25.3% | 29,802 | -2.9% | 0.44% | +19.0% |
FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $3,183,000 | -17.6% | 53,051 | -18.9% | 0.44% | -21.6% |
FTCS | Buy | FIRST TR NASDAQ-100 TECH INDcap strength etf | $3,167,000 | +96.3% | 54,206 | +67.0% | 0.43% | +87.1% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $3,129,000 | +16.4% | 14,505 | +5.0% | 0.43% | +10.9% |
IEMG | Sell | ISHARES INC CORE MSCI EMKT ETFcore msci emkt | $3,122,000 | -19.8% | 65,596 | -31.8% | 0.43% | -23.7% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $3,110,000 | -17.7% | 56,411 | -19.8% | 0.43% | -21.7% |
JPM | Sell | JPMORGAN CHASE &CO | $3,102,000 | -3.9% | 32,976 | -8.0% | 0.42% | -8.6% |
SPMD | Buy | SPDR PORTFOLIOportfolio s&p400 | $3,086,000 | +34.9% | 98,748 | +9.4% | 0.42% | +28.6% |
GLD | Sell | SPDR GOLD TRUST | $3,009,000 | -50.8% | 17,980 | -56.5% | 0.41% | -53.2% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $2,971,000 | -21.3% | 33,627 | -24.0% | 0.41% | -25.0% |
FXL | Buy | FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETFtech alphadex | $2,911,000 | +41.9% | 34,908 | +1.1% | 0.40% | +35.3% |
XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $2,875,000 | +24.6% | 69,474 | +19.9% | 0.39% | +18.7% |
HD | Sell | HOME DEPOT INC | $2,833,000 | -22.0% | 11,310 | -41.9% | 0.39% | -25.8% |
FDN | Buy | FIRST TR NASDAQ-100 TECH INDdj internt idx | $2,791,000 | +62.5% | 16,367 | +17.9% | 0.38% | +54.7% |
CACG | Sell | LEGG MASONclrbrg gwt etf | $2,787,000 | +21.1% | 77,871 | -1.2% | 0.38% | +15.4% |
IWF | Sell | ISHARES TRUST RUS 1000 GRW ETFrus 1000 grw etf | $2,741,000 | +0.8% | 14,278 | -20.9% | 0.38% | -4.1% |
XLP | Sell | SECTOR CONSUMERsbi cons stpls | $2,706,000 | -7.5% | 46,143 | -14.1% | 0.37% | -11.9% |
HON | Sell | HONEYWELL INTL INC | $2,688,000 | +6.3% | 18,589 | -1.7% | 0.37% | +1.1% |
SPSM | Buy | SPDR PORTFOLIOportfolio s&p600 | $2,659,000 | +412.3% | 100,061 | +321.3% | 0.36% | +385.3% |
FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $2,641,000 | +35.2% | 143,359 | +20.3% | 0.36% | +28.8% |
XLY | Sell | CONSUMER DISCRETIONARYsbi cons discr | $2,605,000 | +27.9% | 20,401 | -1.8% | 0.36% | +21.8% |
TIP | Buy | ISHARES TIPStips bd etf | $2,531,000 | +135.4% | 20,580 | +125.7% | 0.35% | +123.9% |
JNJ | Sell | JOHNSON &JOHNSON | $2,498,000 | -38.5% | 17,760 | -42.7% | 0.34% | -41.5% |
QUAL | Buy | ISHARES TRUST USA QUALITY FCTR ETFusa quality fctr | $2,483,000 | +24.1% | 25,884 | +4.8% | 0.34% | +18.1% |
SPLV | Buy | INVESCO EXCHANGE TRADED FUND T S&P500 LOW VOL ETFs&p500 low vol | $2,436,000 | +16.4% | 49,033 | +10.0% | 0.33% | +11.0% |
BRKB | Sell | BERKSHIRE HATHAWAY INC COM CL Bcl b new | $2,426,000 | -33.3% | 13,589 | -31.7% | 0.33% | -36.5% |
PG | Sell | PROCTER &GAMBLE CO | $2,395,000 | -42.8% | 20,028 | -47.4% | 0.33% | -45.6% |
MCD | Sell | MCDONALDS CORP | $2,367,000 | -38.4% | 12,829 | -44.8% | 0.32% | -41.5% |
XLU | Sell | SELECT SECTOR SPDR TRUST SBI INT-UTILS ETFsbi int-utils | $2,296,000 | -12.6% | 40,680 | -14.2% | 0.32% | -16.7% |
SCZ | Sell | ISHARES TRUST EAFE SML CP ETFeafe sml cp etf | $2,237,000 | +17.2% | 41,711 | -2.0% | 0.31% | +11.3% |
VFH | Sell | VANGUARD FINANCIALSfinancials etf | $2,194,000 | +12.5% | 38,358 | -0.3% | 0.30% | +7.1% |
WMT | Buy | WALMART INC COM | $2,190,000 | +11.6% | 18,286 | +5.8% | 0.30% | +6.0% |
BAC | Buy | BK OF AMERICA CORP | $2,190,000 | +97.5% | 92,210 | +76.5% | 0.30% | +87.5% |
VGT | Sell | VANGUARD INF TECH ETFinf tech etf | $2,193,000 | -1.8% | 7,870 | -25.3% | 0.30% | -6.8% |
CTAS | Buy | CINTAS CORP | $2,114,000 | +54.3% | 7,937 | +0.4% | 0.29% | +47.2% |
MAIN | Sell | MAIN STREET | $2,100,000 | +39.7% | 67,462 | -8.0% | 0.29% | +33.3% |
IEFA | Sell | ISHARES TRUST CORE MSCI EAFE ETFcore msci eafe | $2,071,000 | -51.5% | 36,231 | -57.6% | 0.28% | -53.7% |
XT | Sell | ISHARES EXPONENTIALexponential tech | $2,072,000 | +23.0% | 46,537 | -1.6% | 0.28% | +17.4% |
IGSB | Sell | ISHARES SHORTsh tr crport etf | $2,058,000 | -5.9% | 37,613 | -10.0% | 0.28% | -10.5% |
DGRW | Buy | WISDOMTREE TRUSTus qtly div grt | $2,016,000 | +154.5% | 44,318 | +117.8% | 0.28% | +142.1% |
MA | Sell | MASTERCARD INCcl a | $2,011,000 | -12.4% | 6,802 | -28.4% | 0.28% | -16.4% |
IYW | Sell | ISHARES TECHNOLOGYu.s. tech etf | $2,001,000 | +20.0% | 7,416 | -9.1% | 0.27% | +14.2% |
XLE | Buy | SECTOR ENERGYenergy | $2,000,000 | +58.4% | 52,834 | +21.6% | 0.27% | +50.5% |
VBR | Buy | VANGUARD SM CP VAL ETFsm cp val etf | $1,994,000 | +20.8% | 18,654 | +0.4% | 0.27% | +14.7% |
PEP | Buy | PEPSICO INC | $1,988,000 | +17.6% | 15,027 | +6.8% | 0.27% | +11.9% |
QEFA | Buy | SPDR INDEXmsci eafe strtgc | $1,932,000 | +828.8% | 32,466 | +735.0% | 0.26% | +783.3% |
KO | Sell | COCA COLA COMPANY | $1,929,000 | -5.3% | 43,176 | -6.1% | 0.26% | -9.9% |
XLF | Sell | SELECT SECTOR SPDR TRUST SBI INT-FINL ETFsbi int-finl | $1,916,000 | -3.5% | 82,787 | -13.2% | 0.26% | -8.0% |
MRK | Sell | MERCK & COMPANY | $1,921,000 | -10.1% | 24,836 | -10.6% | 0.26% | -14.6% |
IGM | Sell | ISHARES EXPANDEDexpnd tec sc etf | $1,896,000 | +30.8% | 6,794 | -0.7% | 0.26% | +24.4% |
LLY | Sell | LILLY ELI &CO | $1,887,000 | +12.6% | 11,496 | -4.9% | 0.26% | +7.5% |
PFE | Sell | PFIZER INC | $1,854,000 | -18.6% | 56,699 | -18.7% | 0.25% | -22.6% |
COST | Buy | COSTCO WHSL CORP NEW | $1,844,000 | +7.5% | 6,082 | +1.1% | 0.25% | +2.4% |
LQD | Sell | ISHARES IBOXXiboxx inv cp etf | $1,839,000 | -11.4% | 13,673 | -18.6% | 0.25% | -15.7% |
TSN | Buy | TYSON FOODS | $1,836,000 | +364.8% | 30,742 | +350.0% | 0.25% | +342.1% |
CWB | Buy | SPDR BLOOMBERGblmbrg brc cnvrt | $1,827,000 | +290.4% | 30,205 | +209.0% | 0.25% | +273.1% |
IVW | Sell | ISHARES S&Ps&p 500 grwt etf | $1,808,000 | +15.8% | 8,713 | -7.9% | 0.25% | +10.2% |
ABT | Sell | ABBOTT LABS | $1,794,000 | -89.0% | 19,617 | -90.5% | 0.25% | -89.5% |
VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,756,000 | -4.8% | 18,457 | -12.9% | 0.24% | -9.4% |
ARCC | Buy | ARES CAPITAL | $1,728,000 | +80.9% | 119,578 | +35.0% | 0.24% | +73.0% |
AGG | Sell | ISHARES TRUST CORE US AGGBD ET ETFcore us aggbd et | $1,708,000 | -31.9% | 14,447 | -33.5% | 0.23% | -35.2% |
TXN | Sell | TEXAS INSTRS INC | $1,660,000 | +2.5% | 13,076 | -19.3% | 0.23% | -2.6% |
IWR | Sell | ISHARES TRUST RUS MID CAP ETFrus mid cap etf | $1,642,000 | +19.8% | 30,629 | -3.5% | 0.22% | +14.2% |
CSCO | Sell | CISCO SYS INC | $1,606,000 | +5.9% | 34,424 | -10.8% | 0.22% | +0.9% |
IMMU | Sell | IMMUNOMEDICS INC | $1,576,000 | +105.2% | 44,465 | -21.9% | 0.22% | +94.6% |
XLI | Buy | SECTOR INDUSTRIALsbi int-inds | $1,559,000 | +28.2% | 22,695 | +10.1% | 0.21% | +22.3% |
EFA | Sell | ISHARES TRUST MSCI EAFE ETFmsci eafe etf | $1,531,000 | -47.8% | 25,151 | -54.1% | 0.21% | -50.2% |
IVE | Sell | ISHARES S&Ps&p 500 val etf | $1,508,000 | -32.9% | 13,937 | -40.3% | 0.21% | -36.1% |
LMT | Sell | LOCKHEED MARTIN CORP | $1,488,000 | -3.9% | 4,077 | -10.7% | 0.20% | -8.5% |
IYR | Sell | ISHARES U Su.s. real es etf | $1,492,000 | -6.6% | 18,932 | -17.5% | 0.20% | -11.3% |
SLV | Sell | ISHARES SILVER TRUSTishares | $1,484,000 | +25.0% | 87,237 | -4.1% | 0.20% | +18.7% |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,454,000 | +2.6% | 14,291 | -15.3% | 0.20% | -2.5% |
SPTM | Buy | SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETFportfoli s&p1500 | $1,446,000 | +186.3% | 38,271 | +138.3% | 0.20% | +171.2% |
XLC | Buy | SELECT SECTOR SPDR TR | $1,428,000 | +24.3% | 26,424 | +1.7% | 0.20% | +18.8% |
GE | Buy | GENERAL ELECTRIC CO | $1,429,000 | +114.2% | 209,267 | +149.2% | 0.20% | +104.2% |
PWB | Sell | INVESCO DYNAMICdynmc lrg gwth | $1,433,000 | +17.1% | 26,158 | -6.5% | 0.20% | +11.4% |
VOO | Sell | VANGUARD S&P 500 ETF SHS | $1,433,000 | -49.6% | 5,057 | -57.9% | 0.20% | -52.2% |
FPF | Sell | FIRST TR INTER DURATION PFD & COM | $1,407,000 | -34.8% | 66,032 | -45.4% | 0.19% | -37.9% |
ILCG | Buy | ISHARES MORNINGSTARmrngstr lg-cp gr | $1,410,000 | +237.3% | 6,012 | +167.3% | 0.19% | +221.7% |
ICF | Buy | ISHARES COHENcohen steer reit | $1,400,000 | +10.3% | 13,881 | +0.2% | 0.19% | +4.9% |
HEDJ | Sell | WISDOMTREE TRUSTeurope hedged eq | $1,392,000 | -7.1% | 22,935 | -21.5% | 0.19% | -11.6% |
INTC | Sell | INTEL CORP | $1,388,000 | -37.4% | 23,207 | -43.3% | 0.19% | -40.4% |
AMGN | Sell | AMGEN INC | $1,371,000 | -10.6% | 5,813 | -23.2% | 0.19% | -14.9% |
VTV | Sell | VANGUARD VALUEvalue etf | $1,365,000 | -3.1% | 13,706 | -13.4% | 0.19% | -7.9% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $1,295,000 | +133.3% | 4,460 | +91.3% | 0.18% | +121.2% |
BSJN | Sell | INVESCO BULLETSHARES | $1,287,000 | +2.1% | 53,680 | -4.4% | 0.18% | -3.3% |
LRGF | Sell | ISHARES EDGEmultifactor usa | $1,274,000 | +8.6% | 41,013 | -7.5% | 0.18% | +3.6% |
VOT | Sell | VANGUARD MIDmcap gr idxvip | $1,276,000 | +24.7% | 7,730 | -4.3% | 0.18% | +19.0% |
NOW | Buy | SERVICENOW INC | $1,275,000 | +225.3% | 3,148 | +129.9% | 0.18% | +212.5% |
BSJL | Sell | INVESCO BULLETSHARES | $1,271,000 | -2.4% | 56,012 | -4.7% | 0.17% | -7.0% |
FXD | Buy | FIRST TRUSTconsumr discre | $1,261,000 | +489.3% | 33,750 | +322.9% | 0.17% | +458.1% |
IHI | Buy | ISHARES U Su.s. med dvc etf | $1,261,000 | +19.8% | 4,762 | +1.9% | 0.17% | +13.8% |
DAL | Buy | DELTA AIR LINES INC DEL | $1,249,000 | +224.4% | 44,514 | +229.9% | 0.17% | +210.9% |
MTUM | Sell | ISHARES TRUST USA MOMENTUM FCT ETFusa momentum fct | $1,245,000 | -47.4% | 9,506 | -57.3% | 0.17% | -49.9% |
VOE | Sell | VANGUARD MIDmcap vl idxvip | $1,245,000 | +11.2% | 13,007 | -5.6% | 0.17% | +6.2% |
JPI | Sell | NUVEEN PFD &INCOME TERM FD | $1,251,000 | -44.4% | 55,221 | -55.4% | 0.17% | -47.2% |
QCOM | Sell | QUALCOMM INC | $1,210,000 | +27.6% | 13,265 | -5.3% | 0.17% | +22.1% |
LMBS | Sell | FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETFfist low oppt etf | $1,200,000 | -1.2% | 23,215 | -2.5% | 0.16% | -6.3% |
CVX | Sell | CHEVRON CORP NEW | $1,186,000 | -3.1% | 13,291 | -21.3% | 0.16% | -8.0% |
PTH | Buy | INVESCO DWAdwa healthcare | $1,170,000 | +87.2% | 9,567 | +30.5% | 0.16% | +77.8% |
EEMV | Sell | ISHARES EDGEmin vol emrg mkt | $1,160,000 | -5.1% | 22,307 | -14.4% | 0.16% | -9.7% |
AIG | New | American Intl Group, Inc. | $1,149,000 | – | 36,864 | +100.0% | 0.16% | – |
FXI | Sell | ISHARES CHINAchina lg-cap etf | $1,131,000 | +5.0% | 28,500 | -0.7% | 0.16% | 0.0% |
CRM | Sell | SALESFORCE COM INC | $1,132,000 | -11.4% | 6,043 | -31.9% | 0.16% | -15.8% |
ETJ | Sell | EATON VANCE RISK MNGD DIV EQ | $1,122,000 | -26.5% | 117,407 | -36.0% | 0.15% | -30.0% |
NKE | Sell | NIKE INCcl b | $1,109,000 | +16.1% | 11,306 | -2.0% | 0.15% | +10.9% |
AVGO | Sell | BROADCOM INC | $1,079,000 | +17.5% | 3,419 | -11.7% | 0.15% | +12.1% |
XOM | Sell | EXXON MOBIL CORP | $1,073,000 | -18.8% | 23,993 | -31.1% | 0.15% | -22.6% |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,076,000 | +33.2% | 5,390 | +0.2% | 0.15% | +26.7% |
MO | Sell | ALTRIA GROUP INC | $1,074,000 | -19.2% | 27,355 | -20.5% | 0.15% | -23.0% |
MUB | Sell | ISHARES TRUST NATIONAL MUN ETFnational mun etf | $1,065,000 | -23.3% | 9,232 | -24.9% | 0.15% | -27.0% |
GBIL | Buy | GOLDMAN SACHSacces treasury | $1,060,000 | +20.9% | 10,548 | +21.2% | 0.14% | +15.1% |
ADBE | Buy | ADOBE INC | $1,048,000 | +40.7% | 2,407 | +2.8% | 0.14% | +34.6% |
MAR | New | MARRIOTT INTL, INC. | $1,043,000 | – | 12,166 | +100.0% | 0.14% | – |
PYPL | Sell | PAYPAL HLDGS INC | $1,019,000 | +43.5% | 5,849 | -21.2% | 0.14% | +37.3% |
MGM | New | MGM RESORTS INTERNATIONAL | $1,020,000 | – | 60,708 | +100.0% | 0.14% | – |
MRO | New | MARATHON OIL CORP. | $1,016,000 | – | 165,966 | +100.0% | 0.14% | – |
REGN | Buy | REGENERON PHARMACEUTICAL | $1,013,000 | +310.1% | 1,625 | +221.1% | 0.14% | +286.1% |
VNQ | Sell | VANGUARD REAL ESTATE ETFreal estate etf | $1,015,000 | -4.8% | 12,930 | -15.3% | 0.14% | -9.2% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC COM | $1,008,000 | +13.1% | 2,781 | -11.5% | 0.14% | +7.8% |
DES | Buy | WISDOMTREE TRus smallcap divd | $1,001,000 | +42.0% | 47,243 | +20.7% | 0.14% | +34.3% |
UNH | Sell | UNITEDHEALTH GROUP INC | $990,000 | -9.7% | 3,356 | -23.7% | 0.14% | -13.9% |
SPTS | New | SPDR SER TRportfolio sh tsr | $993,000 | – | 32,326 | +100.0% | 0.14% | – |
GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $980,000 | -21.7% | 26,723 | -50.8% | 0.13% | -25.6% |
XAR | Sell | SPDR SERIES TRUST AEROSPACE DEF ETFaerospace def | $976,000 | +2.0% | 11,126 | -11.6% | 0.13% | -2.9% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $968,000 | -30.4% | 16,457 | -34.0% | 0.13% | -33.5% |
PLD | Buy | PROLOGIS INC | $965,000 | +115.9% | 10,337 | +85.7% | 0.13% | +106.2% |
DOCU | Buy | DOCUSIGN INC | $942,000 | +279.8% | 5,468 | +103.5% | 0.13% | +258.3% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $942,000 | -47.2% | 8,036 | -53.4% | 0.13% | -49.8% |
NEE | Sell | NEXTERA ENERGY INC | $940,000 | -25.2% | 3,915 | -25.0% | 0.13% | -28.7% |
XSMO | Buy | INVESCO S&Ps&p smlcp moment | $936,000 | +33.9% | 25,892 | +8.5% | 0.13% | +26.7% |
IWB | Sell | ISHARES RUSSELLrus 1000 etf | $930,000 | +13.8% | 5,416 | -6.2% | 0.13% | +7.6% |
SBUX | Sell | STARBUCKS CORP | $920,000 | +8.9% | 12,502 | -2.7% | 0.13% | +3.3% |
JPST | Buy | JP MORGAN ETF TRUST ULTRA SHRT INC ETFultra shrt inc | $918,000 | +270.2% | 18,105 | +262.2% | 0.13% | +250.0% |
BLMN | New | BLOOMIN' BRANDS, INC. | $911,000 | – | 85,431 | +100.0% | 0.12% | – |
SE | New | SEA LTDsponsored ads | $912,000 | – | 8,508 | +100.0% | 0.12% | – |
XSOE | Buy | WISDOMTREE EMERGINGem ex st-owned | $899,000 | +58.3% | 30,050 | +29.1% | 0.12% | +50.0% |
IAC | IAC / INTERACTIVECORP | $898,000 | +80.3% | 2,777 | 0.0% | 0.12% | +70.8% | |
IWV | Buy | ISHARES RUSSELLrussell 3000 etf | $894,000 | +21.8% | 4,965 | +0.4% | 0.12% | +15.1% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $892,000 | +241.8% | 16,947 | +195.8% | 0.12% | +221.1% |
IEUR | Buy | ISHARES TRUST CORE MSCI EURO ETFcore msci euro | $880,000 | +16.1% | 20,582 | +0.7% | 0.12% | +11.0% |
XLRE | Buy | SELECT SECTORrl est sel sec | $881,000 | +30.7% | 25,322 | +16.5% | 0.12% | +24.7% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $880,000 | +13.3% | 7,288 | +4.0% | 0.12% | +8.0% |
IDEV | Buy | ISHARES COREcore msci intl | $884,000 | +31.7% | 17,288 | +14.2% | 0.12% | +24.7% |
CSM | Sell | PROSHARES LARGE | $879,000 | +13.0% | 12,390 | -5.7% | 0.12% | +7.1% |
FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $877,000 | +1.6% | 14,734 | -18.7% | 0.12% | -3.2% |
CVS | Sell | CVS HEALTH CORP | $878,000 | -19.3% | 13,521 | -26.2% | 0.12% | -23.6% |
IYG | New | ISHARES TRu.s. fin svc etf | $866,000 | – | 7,256 | +100.0% | 0.12% | – |
NEM | New | NEWMONT CORP | $868,000 | – | 14,060 | +100.0% | 0.12% | – |
IYJ | Buy | ISHARES U Sus industrials | $865,000 | +23.9% | 5,733 | +2.1% | 0.12% | +19.0% |
FTNT | New | FORTINET, INC. | $865,000 | – | 6,301 | +100.0% | 0.12% | – |
SPEM | Buy | SPDR PORTFOLIOportfolio emg mk | $863,000 | +64.7% | 25,802 | +40.2% | 0.12% | +57.3% |
TWLO | Buy | TWILIO INCcl a | $851,000 | +145.2% | 3,880 | +0.2% | 0.12% | +134.0% |
D | Sell | DOMINION ENERGY INC | $855,000 | -7.9% | 10,533 | -18.1% | 0.12% | -12.7% |
MBB | Sell | ISHARES TRUST MBS ETFmbs etf | $841,000 | -47.0% | 7,594 | -47.1% | 0.12% | -49.6% |
XSLV | Sell | INVESCO S&Ps&p smlcp low | $839,000 | -40.6% | 24,775 | -41.9% | 0.12% | -43.3% |
AGZ | Buy | ISHARES TRUST AGENCY BOND ETFagency bond etf | $823,000 | +58.3% | 6,798 | +57.5% | 0.11% | +50.7% |
CMCSA | Sell | COMCAST CORP NEWcl a | $819,000 | -14.6% | 21,009 | -24.7% | 0.11% | -18.8% |
AMT | Buy | AMERICAN TOWER CORP NEW | $817,000 | +28.3% | 3,161 | +8.0% | 0.11% | +21.7% |
NFLX | Sell | NETFLIX INC | $818,000 | -24.1% | 1,798 | -37.4% | 0.11% | -27.7% |
NEAR | Sell | ISHARES US ETF TRUST SHT MAT BD ETFsht mat bd etf | $808,000 | -16.0% | 16,159 | -18.6% | 0.11% | -20.1% |
VOX | Sell | VANGUARD COMMUNICATION | $813,000 | +11.4% | 8,734 | -8.8% | 0.11% | +5.7% |
SPIB | Buy | SPDR SERIES TRUST PORTFOLIO INTRMD ETFportfolio intrmd | $802,000 | +24.1% | 21,951 | +15.6% | 0.11% | +18.3% |
VB | Sell | VANGUARD SMALLsmall cp etf | $806,000 | -8.9% | 5,533 | -27.8% | 0.11% | -13.4% |
USFD | New | US FOODS HOLDING CORP. | $804,000 | – | 40,787 | +100.0% | 0.11% | – |
TGT | Buy | TARGET CORP | $806,000 | +51.5% | 6,717 | +17.3% | 0.11% | +42.9% |
GOVT | Sell | ISHARES TRUST US TREAS BD ETFus treas bd etf | $800,000 | -6.4% | 28,580 | -6.4% | 0.11% | -10.6% |
LOW | Sell | LOWES COS INC | $797,000 | +23.6% | 5,897 | -21.4% | 0.11% | +17.2% |
IYY | Sell | ISHARES U Sdow jones us etf | $792,000 | +20.5% | 5,173 | -0.6% | 0.11% | +14.7% |
TOTL | Buy | SPDR DOUBLELINEspdr tr tactic | $793,000 | +41.4% | 16,014 | +36.8% | 0.11% | +34.6% |
ARKK | Buy | ARK INNOVATIONinnovation etf | $788,000 | +136.6% | 11,044 | +45.9% | 0.11% | +125.0% |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC COM CL A | $785,000 | +33.3% | 3,098 | -23.2% | 0.11% | +27.1% |
SHW | Buy | SHERWIN WILLIAMS | $789,000 | +25.8% | 1,366 | +0.1% | 0.11% | +20.0% |
SPLG | Buy | SPDR SERIES TRUST PORTFOLIO S&P 500 ETFportfolio s&p500 | $783,000 | +30.3% | 21,604 | +8.8% | 0.11% | +23.0% |
AWK | Sell | AMERICAN WATER | $771,000 | +7.2% | 5,990 | -0.4% | 0.11% | +1.9% |
SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $761,000 | – | 21,501 | +100.0% | 0.10% | – |
GSLC | Sell | GOLDMAN SACHS ETF TRUST ACTIVEBETA US LG ETFactivebeta us lg | $745,000 | +15.0% | 11,907 | -4.1% | 0.10% | +9.7% |
CSX | Buy | CSX CORP | $738,000 | +22.2% | 10,587 | +0.4% | 0.10% | +16.1% |
UNP | Sell | UNION PACIFIC CORP | $728,000 | -25.5% | 4,308 | -37.8% | 0.10% | -29.1% |
RTX | New | RAYTHEON TECHNOLOGIES CORP | $722,000 | – | 11,714 | +100.0% | 0.10% | – |
SHY | Sell | ISHARES TRUST 1 3 YR TREAS BD ETF1 3 yr treas bd | $714,000 | -18.1% | 8,250 | -18.0% | 0.10% | -22.2% |
F | Sell | FORD MTR CO DEL | $712,000 | +19.7% | 117,148 | -4.8% | 0.10% | +14.0% |
VO | Sell | VANGUARD MIDmid cap etf | $710,000 | +0.9% | 4,333 | -19.0% | 0.10% | -4.0% |
GSBD | Buy | GOLDMAN SACHS | $708,000 | +97.8% | 43,597 | +50.1% | 0.10% | +86.5% |
LRCX | Buy | LAM RESEARCH CORPORATION | $698,000 | +36.9% | 2,159 | +1.6% | 0.10% | +31.5% |
PTF | Sell | INVESCO DWAdwa technology | $688,000 | +38.7% | 7,065 | -3.8% | 0.09% | +32.4% |
GILD | Sell | GILEAD SCIENCES INC | $669,000 | -34.0% | 8,700 | -35.9% | 0.09% | -37.0% |
DUK | Sell | DUKE ENERGY CORP NEW | $673,000 | -8.9% | 8,428 | -7.8% | 0.09% | -13.2% |
IWS | Sell | ISHARES RUSSrus mdcp val etf | $675,000 | 0.0% | 8,822 | -16.3% | 0.09% | -5.2% |
NVAX | New | NOVAVAX, INC. | $658,000 | – | 7,898 | +100.0% | 0.09% | – |
MDT | Sell | MEDTRONIC PLC | $656,000 | -31.3% | 7,158 | -32.4% | 0.09% | -34.3% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $656,000 | -5.3% | 15,474 | +2.2% | 0.09% | -10.0% |
HYG | Sell | ISHARES IBOXXiboxx hi yd etf | $654,000 | -26.6% | 8,011 | -30.7% | 0.09% | -29.7% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $651,000 | +32.9% | 4,370 | +22.0% | 0.09% | +25.4% |
NLY | Sell | ANNALY CAPITAL MANAGEMENT IN | $651,000 | +9.6% | 99,189 | -15.3% | 0.09% | +3.5% |
VER | Sell | VEREIT INC COM | $635,000 | +29.6% | 98,789 | -1.4% | 0.09% | +22.5% |
PCEF | New | INVESCO EXCHANGE TRADED FD TR II | $633,000 | – | 31,877 | +100.0% | 0.09% | – |
STX | Buy | SEAGATE TECHNOLOGY | $632,000 | +0.3% | 13,050 | +1.0% | 0.09% | -4.4% |
FMB | Sell | FIRST TRUSTmanagd mun etf | $625,000 | -20.1% | 11,365 | -21.5% | 0.09% | -23.9% |
MCHI | Sell | ISHARES MSCImsci china etf | $630,000 | +8.1% | 9,626 | -5.5% | 0.09% | +2.4% |
FTA | Sell | FIRST TRUST | $627,000 | +19.0% | 13,794 | -3.7% | 0.09% | +13.2% |
CME | Buy | CME GROUP | $628,000 | -1.1% | 3,862 | +5.1% | 0.09% | -5.5% |
ILCB | Sell | ISHARES MORNINGSTARmrngstr lg-cp et | $625,000 | -5.6% | 3,583 | -20.7% | 0.09% | -9.5% |
SPLK | New | SPLUNK INC | $620,000 | – | 3,121 | +100.0% | 0.08% | – |
IJK | Sell | ISHARES S&Ps&p mc 400gr etf | $622,000 | +3.5% | 2,777 | -17.6% | 0.08% | -2.3% |
XPH | Buy | SPDR SERIESs&p pharmac | $619,000 | +98.4% | 14,409 | +66.5% | 0.08% | +88.9% |
TSLA | Sell | TESLA INC COM | $610,000 | +8.0% | 565 | -47.6% | 0.08% | +3.7% |
SCHR | Sell | SCHWAB INTERMEDIATEintrm trm tres | $613,000 | -1.0% | 10,435 | -0.9% | 0.08% | -5.6% |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $605,000 | +4.0% | 11,434 | -12.2% | 0.08% | -1.2% |
AGGY | New | WISDOMTREE TRyield enhancd us | $607,000 | – | 11,277 | +100.0% | 0.08% | – |
SUB | Sell | ISHARES SHORTshrt nat mun etf | $608,000 | -55.5% | 5,640 | -56.1% | 0.08% | -57.9% |
KRE | Sell | SPDR SER TRs&p regl bkg | $600,000 | +5.1% | 15,626 | -10.8% | 0.08% | 0.0% |
EMB | Sell | ISHARES TRUST JPMORGAN USD EMG ETFjpmorgan usd emg | $599,000 | -38.1% | 5,483 | -45.2% | 0.08% | -41.0% |
EQC | EQUITY COMMONWEALTH | $600,000 | +1.5% | 18,622 | 0.0% | 0.08% | -3.5% | |
EEM | Sell | ISHARES TRUST MSCI EMG MKT ETFmsci emg mkt etf | $589,000 | -2.5% | 14,740 | -16.7% | 0.08% | -6.9% |
TLT | Buy | ISHARES 20(plus)20 yr tr bd etf | $591,000 | +77.5% | 3,604 | +78.5% | 0.08% | +68.8% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $589,000 | -22.8% | 5,302 | -35.1% | 0.08% | -26.4% |
NOC | Buy | NORTHROP GRUMMAN CORP | $587,000 | +33.1% | 1,909 | +31.0% | 0.08% | +27.0% |
IYK | Sell | ISHARES U Su.s. cnsm gd etf | $584,000 | +14.7% | 4,580 | -2.7% | 0.08% | +9.6% |
FPX | Buy | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $579,000 | +46.6% | 6,914 | +10.2% | 0.08% | +38.6% |
SO | Sell | SOUTHERN CO | $570,000 | -36.7% | 10,989 | -34.0% | 0.08% | -40.0% |
IEUS | Sell | ISHARES MSCIdevsmcp exna etf | $572,000 | +0.9% | 12,171 | -17.7% | 0.08% | -4.9% |
PCN | Sell | PIMCO CORPORATE | $561,000 | -37.7% | 35,432 | -47.5% | 0.08% | -40.8% |
USHY | Sell | ISHARES BROADbroad usd high | $563,000 | -0.2% | 14,740 | -7.2% | 0.08% | -4.9% |
VIS | Sell | VANGUARD INDUSTRIALSindustrial etf | $565,000 | +11.4% | 4,346 | -5.5% | 0.08% | +5.5% |
CGC | Sell | CANOPY GROWTH | $553,000 | +7.8% | 34,208 | -3.8% | 0.08% | +2.7% |
KRNT | New | KORNIT DIGITAL LTD | $554,000 | – | 10,379 | +100.0% | 0.08% | – |
CAT | Sell | CATERPILLAR INC DEL | $552,000 | -6.6% | 4,366 | -14.3% | 0.08% | -10.6% |
DXCM | New | DEXCOM, INC. | $547,000 | – | 1,349 | +100.0% | 0.08% | – |
IGIB | Sell | ISHARES INTERMEDIATEintrm tr crp etf | $543,000 | -39.9% | 8,997 | -45.3% | 0.07% | -43.1% |
IVOO | Sell | VANGUARD S&Pmidcp 400 idx | $542,000 | +20.7% | 4,512 | -2.1% | 0.07% | +13.8% |
PM | Sell | PHILIP MORRIS INTL INC | $539,000 | -23.3% | 7,700 | -20.1% | 0.07% | -26.7% |
FFTY | Buy | INNOVATOR IBDibd 50 etf | $533,000 | +30.3% | 15,473 | +5.8% | 0.07% | +23.7% |
NOK | Buy | NOKIA CORPsponsored adr | $533,000 | +319.7% | 121,090 | +196.4% | 0.07% | +305.6% |
AXON | New | AXON ENTERPRISE INC | $531,000 | – | 5,411 | +100.0% | 0.07% | – |
GOF | Sell | GUGGENHEIM STRATEGIC | $522,000 | -45.7% | 30,880 | -51.0% | 0.07% | -48.2% |
WM | Sell | WASTE MANAGEMENT INC COM | $523,000 | -48.5% | 4,939 | -55.0% | 0.07% | -50.7% |
SCHM | Sell | SCHWAB USus mid-cap etf | $516,000 | +7.3% | 9,805 | -14.1% | 0.07% | +2.9% |
EMR | Sell | EMERSON ELEC CO | $516,000 | +22.3% | 8,318 | -6.2% | 0.07% | +16.4% |
IYF | Sell | ISHARES U Su.s. finls etf | $521,000 | -7.3% | 4,728 | -18.2% | 0.07% | -12.3% |
TFI | Sell | SPDR NUVEENnuveen brc munic | $510,000 | -11.6% | 9,874 | -14.5% | 0.07% | -15.7% |
MMM | Buy | 3M CO | $500,000 | +25.0% | 3,207 | +9.3% | 0.07% | +19.0% |
MTCH | Sell | MATCH GROUP INC | $501,000 | +11.6% | 4,683 | -31.1% | 0.07% | +6.2% |
SITE | New | SITEONE LANDSCAPE SUPPLY INC | $504,000 | – | 4,419 | +100.0% | 0.07% | – |
IXN | Sell | ISHARES GLOBALglobal tech etf | $502,000 | -21.6% | 2,131 | -39.3% | 0.07% | -25.0% |
FLQM | New | FRANKLIN TEMPLETON ETF TRlibertyq us mid | $504,000 | – | 16,491 | +100.0% | 0.07% | – |
IEI | Sell | ISHARES 3-7YR3-7 yr treas bd | $505,000 | -1.9% | 3,779 | -2.1% | 0.07% | -6.8% |
HUBS | New | HUBSPOT, INC. | $500,000 | – | 2,230 | +100.0% | 0.07% | – |
REGL | Sell | PROSHARES S&Ps&p mdcp 400 div | $497,000 | +15.6% | 9,442 | -1.2% | 0.07% | +9.7% |
QCLN | Buy | FIRST TR NASDAQ-100 TECH INDnas clnedg green | $493,000 | +73.6% | 16,596 | +17.0% | 0.07% | +65.9% |
WPM | Sell | WHEATON PRECIOUS METALS CORP | $496,000 | +50.8% | 11,269 | -5.7% | 0.07% | +44.7% |
DBEF | Buy | DBX ETF TRxtrack msci eafe | $496,000 | +43.4% | 16,397 | +26.9% | 0.07% | +36.0% |
GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $496,000 | -38.6% | 12,172 | -42.9% | 0.07% | -41.4% |
KL | Buy | KIRKLAND LAKE GOLD LTD. | $495,000 | +40.2% | 12,009 | +0.8% | 0.07% | +33.3% |
SPYD | New | SPDR SER TRprtflo s&p500 hi | $488,000 | – | 17,527 | +100.0% | 0.07% | – |
EXAS | Buy | EXACT SCIENCES CORP | $488,000 | +83.5% | 5,618 | +22.3% | 0.07% | +76.3% |
VYM | Sell | VANGUARD HIGH DIV YLD ETFhigh div yld | $483,000 | -23.2% | 6,131 | -31.1% | 0.07% | -27.5% |
RNG | Buy | RINGCENTRAL INCcl a | $485,000 | +40.6% | 1,701 | +4.4% | 0.07% | +32.0% |
TAN | Sell | INVESCO EXCHANGE-TRADED FD Tsolar etf | $480,000 | +39.5% | 13,302 | -2.6% | 0.07% | +32.0% |
O | Buy | REALTY INCOME CORP | $485,000 | +21.6% | 8,145 | +1.9% | 0.07% | +15.8% |
BSCN | Buy | INVESCO BULLETSHARES | $481,000 | +7.1% | 22,126 | +2.2% | 0.07% | +1.5% |
GS | Buy | GOLDMAN SACHS GROUP INC | $478,000 | +32.4% | 2,420 | +3.6% | 0.06% | +25.0% |
IJT | Sell | ISHARES S&Ps&p sml 600 gwt | $473,000 | +13.2% | 2,786 | -8.2% | 0.06% | +8.3% |
FSKR | New | FS KKR CAP CORP II | $457,000 | – | 35,473 | +100.0% | 0.06% | – |
ICLN | Buy | ISHARES GLOBALgl clean ene etf | $461,000 | +37.6% | 36,859 | +5.1% | 0.06% | +31.2% |
TEAM | Buy | ATLASSIAN CORPc la | $454,000 | +51.8% | 2,519 | +15.7% | 0.06% | +44.2% |
GDS | New | GDS HLDGS LTDsponsored ads | $451,000 | – | 5,665 | +100.0% | 0.06% | – |
IWP | Buy | ISHARES RUSSELLrus md cp gr etf | $444,000 | +31.0% | 2,808 | +0.8% | 0.06% | +24.5% |
IMCG | Buy | ISHARES MORNINGSTARmrgstr md cp grw | $443,000 | +69.7% | 1,510 | +26.3% | 0.06% | +60.5% |
BSCM | Sell | INVESCO BULLETSHARES | $438,000 | -3.5% | 20,076 | -6.3% | 0.06% | -7.7% |
DLR | Sell | DIGITAL REALTY | $437,000 | -27.5% | 3,074 | -29.2% | 0.06% | -31.0% |
GIS | Buy | GENERAL MLS INC | $439,000 | +32.2% | 7,118 | +13.3% | 0.06% | +25.0% |
WPC | Sell | WP CAREY INC | $440,000 | -42.1% | 6,509 | -50.2% | 0.06% | -45.0% |
XERS | Buy | XERIS PHARMACEUTICALS | $432,000 | +63.6% | 162,305 | +20.0% | 0.06% | +55.3% |
SII | New | SPROTT INC | $434,000 | – | 12,011 | +100.0% | 0.06% | – |
FMC | New | FMC CORP. | $426,000 | – | 4,278 | +100.0% | 0.06% | – |
HYLS | Buy | FIRST TRUSTfirst tr ta hiyl | $420,000 | +71.4% | 9,173 | +57.4% | 0.06% | +65.7% |
BP | Sell | BP PLCsponsored adr | $424,000 | -51.3% | 18,201 | -49.0% | 0.06% | -53.6% |
WFC | Buy | WELLS FARGO | $421,000 | +22.7% | 16,435 | +37.6% | 0.06% | +18.4% |
BKLN | Buy | INVESCO SENIORsr ln etf | $423,000 | +9.6% | 19,818 | +5.1% | 0.06% | +3.6% |
ESGU | Buy | ISHARES ESGesg msci usa etf | $419,000 | +80.6% | 5,986 | +48.1% | 0.06% | +72.7% |
C | Sell | CITIGROUP INC | $413,000 | -5.7% | 8,076 | -22.4% | 0.06% | -9.5% |
IYC | Sell | ISHARES TRUST U.S. CNSM SV ETFus cnsm sv etf | $416,000 | +17.2% | 1,897 | -5.4% | 0.06% | +11.8% |
GLOB | New | GLOBANT S A | $412,000 | – | 2,752 | +100.0% | 0.06% | – |
HZNP | New | HORIZON THERAPEUTICS PUB LTD | $412,000 | – | 7,410 | +100.0% | 0.06% | – |
RGNX | Buy | REGENXBIO INC | $412,000 | +14.1% | 11,192 | +0.4% | 0.06% | +7.7% |
DE | Sell | DEERE &CO | $406,000 | +13.7% | 2,581 | -0.0% | 0.06% | +9.8% |
PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $400,000 | – | 7,226 | +100.0% | 0.06% | – |
VAW | Sell | VANGUARD MATERIALS ETFmaterials etf | $400,000 | +22.3% | 3,315 | -2.5% | 0.06% | +17.0% |
NEA | Sell | NUVEEN AMT FREE QLTY MUN INC | $401,000 | -75.1% | 28,862 | -75.7% | 0.06% | -76.3% |
CLDR | Sell | CLOUDERA INC | $405,000 | +52.3% | 31,850 | -5.9% | 0.06% | +44.7% |
HYEM | Buy | VANECK VECTORSemerging mkts hi | $403,000 | +19.6% | 18,077 | +7.1% | 0.06% | +12.2% |
CMI | Sell | CUMMINS INC | $401,000 | +26.5% | 2,312 | -1.4% | 0.06% | +19.6% |
IEF | Sell | ISHARES 7-10YRbarclays 7 10 yr | $403,000 | -31.6% | 3,306 | -31.8% | 0.06% | -35.3% |
FLOT | Sell | ISHARES TRUST FLTG RATE NT ETFfltg rate nt etf | $400,000 | -25.4% | 7,910 | -28.1% | 0.06% | -28.6% |
SKYY | New | FIRST TR EXCHANGE TRADED FD | $395,000 | – | 5,297 | +100.0% | 0.05% | – |
STZ | Sell | CONSTELLATION BRANDS INC COM CL Acl a | $391,000 | +18.5% | 2,233 | -3.0% | 0.05% | +12.5% |
ADSK | Sell | AUTODESK INC | $393,000 | +38.9% | 1,644 | -9.3% | 0.05% | +31.7% |
WEC | Sell | WEC ENERGY GROUP INC | $395,000 | -17.4% | 4,503 | -16.9% | 0.05% | -21.7% |
MDYG | New | SPDR SER TRs&p 400 mdcp grw | $394,000 | – | 7,327 | +100.0% | 0.05% | – |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $389,000 | -16.9% | 21,399 | -34.6% | 0.05% | -20.9% |
DVY | Sell | ISHARES SELECTselect divid etf | $390,000 | -54.6% | 4,830 | -58.7% | 0.05% | -57.3% |
RYT | Buy | INVESCO S&Ps&p500 eql tec | $386,000 | +71.6% | 1,936 | +37.4% | 0.05% | +65.6% |
TSLX | New | SIXTH STREET SPECIALTY LENDN | $384,000 | – | 23,267 | +100.0% | 0.05% | – |
LUV | Buy | SOUTHWEST AIRLINES | $389,000 | +31.9% | 11,388 | +37.7% | 0.05% | +26.2% |
VONG | Buy | VANGUARD RUSSELLvng rus1000grw | $376,000 | +35.3% | 1,906 | +6.2% | 0.05% | +30.0% |
BSV | Sell | VANGUARD SHORTshort trm bond | $377,000 | -59.1% | 4,540 | -59.5% | 0.05% | -60.9% |
DHR | Sell | DANAHER CORPORATION | $383,000 | +17.1% | 2,164 | -8.5% | 0.05% | +10.6% |
SCHB | Sell | SCHWAB STRATEGIC TR US BRD MKT ETFus brd mkt etf | $376,000 | -12.4% | 5,117 | -27.9% | 0.05% | -16.1% |
TDOC | Buy | TELADOC HEALTH INC | $379,000 | +45.8% | 1,986 | +18.4% | 0.05% | +40.5% |
IBB | Buy | ISHARES NASDAQnasdaq biotech | $383,000 | +69.5% | 2,802 | +33.4% | 0.05% | +57.6% |
OIA | Sell | INVESCO MUNI INCOME OPP TRST | $381,000 | -23.2% | 53,188 | -26.3% | 0.05% | -26.8% |
PHG | Buy | KONINKLIJKE PHILIPSny reg sh new | $376,000 | +17.1% | 8,022 | +0.4% | 0.05% | +13.0% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $371,000 | -9.7% | 7,258 | -11.6% | 0.05% | -13.6% |
AMAT | Sell | APPLIED MATERIALS | $374,000 | +12.0% | 6,182 | -15.2% | 0.05% | +6.2% |
ARMK | ARAMARK | $371,000 | +13.1% | 16,426 | 0.0% | 0.05% | +8.5% | |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $367,000 | -46.9% | 9,277 | -54.9% | 0.05% | -49.5% |
KMI | Buy | KINDER MORGAN INC DEL | $366,000 | +15.1% | 24,145 | +5.8% | 0.05% | +8.7% |
CLX | Sell | CLOROX CO DEL | $368,000 | +16.5% | 1,677 | -8.0% | 0.05% | +11.1% |
ITW | Sell | ILLINOIS TOOL WKS INC | $355,000 | +9.9% | 2,031 | -10.5% | 0.05% | +4.3% |
SMDV | Sell | PROSHARES RUSSELLruss 2000 divd | $359,000 | +1.4% | 7,395 | -3.5% | 0.05% | -3.9% |
MU | Buy | MICRON TECHNOLOGY INC | $354,000 | +27.3% | 6,880 | +4.1% | 0.05% | +22.5% |
ACA | New | ARCOSA, INC. | $348,000 | – | 8,247 | +100.0% | 0.05% | – |
IAU | Sell | ISHARES GOLD TRUST | $352,000 | +8.3% | 20,722 | -4.0% | 0.05% | +2.1% |
NXST | New | NEXSTAR MEDIA GROUP INCcl a | $353,000 | – | 4,214 | +100.0% | 0.05% | – |
SPAB | Buy | SPDR SERIES TRUST PORTFOLIO AGRGTE ETFportfolio agrgte | $351,000 | +38.7% | 11,375 | +36.1% | 0.05% | +33.3% |
SNAP | New | SNAP INCcl a | $340,000 | – | 14,471 | +100.0% | 0.05% | – |
VPU | Sell | VANGUARD UTILITIESutilities etf | $341,000 | -11.9% | 2,757 | -13.2% | 0.05% | -16.1% |
ORCL | Sell | ORACLE CORP | $344,000 | -20.9% | 6,231 | -30.7% | 0.05% | -25.4% |
HEI | New | HEICO CORP. | $340,000 | – | 3,412 | +100.0% | 0.05% | – |
VLO | Sell | VALERO ENERGY | $343,000 | +19.9% | 5,823 | -7.6% | 0.05% | +14.6% |
RGLD | Sell | ROYAL GOLD INC | $346,000 | +2.4% | 2,782 | -27.9% | 0.05% | -4.1% |
HAS | Sell | HASBRO INC | $334,000 | +2.8% | 4,460 | -1.8% | 0.05% | -2.1% |
URI | Sell | UNITED RENTALS | $333,000 | +43.5% | 2,237 | -0.8% | 0.05% | +39.4% |
BIDU | Buy | BAIDU INCspon adr rep a | $336,000 | +24.0% | 2,803 | +4.3% | 0.05% | +17.9% |
REXR | Buy | REXFORD INDUSTRIAL | $336,000 | +2.1% | 8,118 | +1.1% | 0.05% | -2.1% |
TSCO | Buy | TRACTOR SUPPLY | $335,000 | +63.4% | 2,539 | +4.5% | 0.05% | +53.3% |
XLB | Buy | SECTOR MATERIALSsbi materials | $334,000 | +28.5% | 5,932 | +2.8% | 0.05% | +24.3% |
IIPR | New | INNOVATIVE INDL PPTYS INC | $339,000 | – | 3,850 | +100.0% | 0.05% | – |
BAX | Sell | BAXTER INTL INC | $336,000 | +2.4% | 3,897 | -3.4% | 0.05% | -2.1% |
KSU | Sell | KANSAS CITY SOUTHERN | $334,000 | -3.5% | 2,235 | -18.0% | 0.05% | -8.0% |
IWY | Sell | ISHARES RUSSELLrus tp200 gr etf | $335,000 | +20.1% | 3,143 | -5.0% | 0.05% | +15.0% |
ENB | Sell | ENBRIDGE INC | $339,000 | +1.2% | 11,158 | -3.0% | 0.05% | -4.2% |
PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $337,000 | -31.6% | 3,113 | -41.6% | 0.05% | -35.2% |
VLUE | New | ISHARES TRedge msci usa vl | $327,000 | – | 4,518 | +100.0% | 0.04% | – |
ROBO | EXCHANGE TRADEDrobo glb etf | $326,000 | +29.4% | 7,492 | 0.0% | 0.04% | +25.0% | |
EFG | New | ISHARES TReafe grwth etf | $329,000 | – | 3,956 | +100.0% | 0.04% | – |
PHDG | New | INVESCO ACTIVELY MANAGED ETFs&p500 downsid | $324,000 | – | 10,467 | +100.0% | 0.04% | – |
UL | Sell | UNILEVER PLCspon adr new | $322,000 | -32.1% | 5,872 | -37.3% | 0.04% | -35.3% |
CCI | Sell | CROWN CASTLE INTL CORP NEW | $324,000 | -4.1% | 1,936 | -17.4% | 0.04% | -10.2% |
CTLT | Sell | CATALENT INC | $322,000 | -7.7% | 4,388 | -34.7% | 0.04% | -12.0% |
FDX | Buy | FEDEX CORP | $320,000 | +18.5% | 2,284 | +2.4% | 0.04% | +12.8% |
BIV | Sell | VANGUARD INTERMEDIATEintermed term | $322,000 | -74.4% | 3,454 | -75.5% | 0.04% | -75.7% |
CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $322,000 | – | 4,379 | +100.0% | 0.04% | – |
USCI | Sell | UNITED STS COMMODITY INDEX F | $319,000 | +0.9% | 12,001 | -1.6% | 0.04% | -2.2% |
ATVI | Buy | ACTIVISION BLIZZARD INC | $312,000 | +28.4% | 4,112 | +0.5% | 0.04% | +22.9% |
FNX | New | FIRST TR MID CAP CORE ALPHAD | $311,000 | – | 4,975 | +100.0% | 0.04% | – |
LULU | New | LULULEMON ATHLETICA, INC. | $315,000 | – | 1,009 | +100.0% | 0.04% | – |
OUNZ | VANECK MERKgold trust | $314,000 | +12.9% | 18,060 | 0.0% | 0.04% | +7.5% | |
JD | Sell | JD.COM INCspon adr cl a | $310,000 | +4.0% | 5,144 | -30.2% | 0.04% | -2.3% |
SWKS | New | SKYWORKS SOLUTIONS INC | $303,000 | – | 2,372 | +100.0% | 0.04% | – |
LHX | Sell | L3HARRIS TECHNOLOGIES | $304,000 | -11.4% | 1,789 | -5.9% | 0.04% | -14.3% |
RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $304,000 | -48.0% | 2,351 | -59.8% | 0.04% | -50.0% |
JHML | Sell | JOHN HANCOCKmltfctr lrg cap | $304,000 | +17.8% | 7,933 | -1.5% | 0.04% | +13.5% |
EW | Buy | EDWARD LIFESCIENCES CORP. | $309,000 | +6.6% | 4,464 | +190.8% | 0.04% | 0.0% |
TJX | Sell | TJX COS INC NEW | $310,000 | -4.6% | 6,138 | -9.7% | 0.04% | -10.6% |
XBI | New | SPDR SER TRs&p biotech | $309,000 | – | 2,759 | +100.0% | 0.04% | – |
ET | Buy | ENERGY TRANSFER LP | $306,000 | +58.5% | 42,927 | +2.6% | 0.04% | +50.0% |
SLY | Sell | SPDR SERIES TRUST S&P 600 SML CAP ETFs&p 600 sml cap | $305,000 | -22.6% | 5,165 | -36.5% | 0.04% | -26.3% |
AON | New | AON PLC | $305,000 | – | 1,582 | +100.0% | 0.04% | – |
VFC | Sell | V F CORP | $302,000 | -1.3% | 4,951 | -12.6% | 0.04% | -6.8% |
PSJ | New | INVESCO EXCHANGE TRADED FD Tdynmc software | $297,000 | – | 2,584 | +100.0% | 0.04% | – |
SEDG | New | SOLAREDGE TECHNOLOGIES INC | $298,000 | – | 2,146 | +100.0% | 0.04% | – |
MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $298,000 | +12.9% | 6,907 | -4.6% | 0.04% | +7.9% |
MDYV | New | SPDR SER TRs&p 400 mdcp val | $301,000 | – | 7,071 | +100.0% | 0.04% | – |
SPMB | New | SPDR SER TRportfli mortgage | $289,000 | – | 10,777 | +100.0% | 0.04% | – |
VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $291,000 | -24.6% | 5,788 | -35.1% | 0.04% | -28.6% |
EXC | Sell | EXELON CORP | $290,000 | -40.0% | 7,983 | -39.2% | 0.04% | -42.9% |
IDNA | New | ISHARES TRgenomics immun | $289,000 | – | 7,613 | +100.0% | 0.04% | – |
VCSH | Buy | VANGUARD SHRT TRM CORP BD ETFshrt trm cp bd | $293,000 | +16.3% | 3,543 | +11.3% | 0.04% | +11.1% |
SPHD | Sell | INVESCO EXCHANGE-TRADED FD Ts&p500 hdl vol | $289,000 | -7.7% | 8,787 | -15.7% | 0.04% | -11.1% |
BDJ | Sell | BLACKROCK ENHANCED EQUITY DI | $291,000 | -58.1% | 39,592 | -62.8% | 0.04% | -60.0% |
PNC | Sell | PNC FINL SVCS GROUP INC | $288,000 | -29.8% | 2,736 | -36.1% | 0.04% | -33.9% |
KMB | Sell | KIMBERLY CLARK CORP | $286,000 | -39.0% | 2,024 | -44.8% | 0.04% | -42.6% |
BCE | Sell | BCE INC | $282,000 | -57.5% | 6,754 | -58.4% | 0.04% | -59.4% |
VTIP | Sell | VANGUARD SHORTstrm infproidx | $285,000 | +2.2% | 5,678 | -0.7% | 0.04% | -2.5% |
VXUS | Sell | VANGUARD STAR FD TL INTL STK F ETFvg tl intl stk f | $284,000 | -51.5% | 5,770 | -58.7% | 0.04% | -53.6% |
ICSH | Sell | ISHARES ULTRAultr sh trm bd | $280,000 | -7.0% | 5,539 | -8.2% | 0.04% | -11.6% |
VNLA | JANUS HENDERSONhendrsn shrt etf | $280,000 | +2.2% | 5,572 | 0.0% | 0.04% | -2.6% | |
HEFA | Sell | ISHARES CURRENCYhdg msci eafe | $279,000 | -23.4% | 10,095 | -32.8% | 0.04% | -26.9% |
IYH | Buy | ISHARES U Sus hlthcare etf | $274,000 | +22.3% | 1,272 | +6.8% | 0.04% | +18.8% |
MGC | Buy | VANGUARD MEGAmega cap index | $281,000 | +21.1% | 2,565 | +0.4% | 0.04% | +15.2% |
IRBT | New | IROBOT CORP. | $280,000 | – | 3,338 | +100.0% | 0.04% | – |
XEL | Buy | XCEL ENERGY INC COM | $281,000 | +6.8% | 4,502 | +3.1% | 0.04% | 0.0% |
BRKA | BERKSHIRE HATHAWAY | $267,000 | -1.8% | 1 | 0.0% | 0.04% | -5.1% | |
SHOP | New | SHOPIFY INCcl a | $271,000 | – | 285 | +100.0% | 0.04% | – |
PFF | New | ISHARES TRpfd and incm sec | $269,000 | – | 7,763 | +100.0% | 0.04% | – |
XHE | New | SPDR SER TRhlth cr equip | $273,000 | – | 3,049 | +100.0% | 0.04% | – |
KBWP | INVESCO EXCHANGEkbw ppty casut | $272,000 | +5.4% | 4,850 | 0.0% | 0.04% | 0.0% | |
COP | Sell | CONOCOPHILLIPS | $266,000 | +11.3% | 6,339 | -18.4% | 0.04% | +5.9% |
ALL | Sell | ALLSTATE CORP | $261,000 | -2.6% | 2,693 | -7.7% | 0.04% | -7.7% |
BBY | Sell | BEST BUY | $266,000 | -19.6% | 3,053 | -47.5% | 0.04% | -25.0% |
IYM | Sell | ISHARES U Su.s. bas mtl etf | $263,000 | +25.8% | 2,950 | -2.1% | 0.04% | +20.0% |
DGRO | New | ISHARES TRcore div grwth | $262,000 | – | 6,964 | +100.0% | 0.04% | – |
IIVI | New | II-VI INC. | $257,000 | – | 5,438 | +100.0% | 0.04% | – |
VMW | New | VMWARE, INC. | $259,000 | – | 1,671 | +100.0% | 0.04% | – |
ANGL | New | VANECK VECTORS ETF TRfallen angel hg | $257,000 | – | 8,956 | +100.0% | 0.04% | – |
EXPE | New | EXPEDIA GROPU INC | $254,000 | – | 3,092 | +100.0% | 0.04% | – |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $257,000 | -43.5% | 5,221 | -48.5% | 0.04% | -47.0% |
SJNK | Sell | SPDR SERIES TRUST BLOOMBERG SRT TR ETFbloomberg srt tr | $246,000 | -7.2% | 9,758 | -13.2% | 0.03% | -10.5% |
CI | Sell | CIGNA CORP NEW | $249,000 | -10.8% | 1,329 | -15.6% | 0.03% | -15.0% |
KR | Sell | KROGER CO | $247,000 | -36.3% | 7,295 | -43.4% | 0.03% | -39.3% |
UN | Sell | UNILEVER N V | $248,000 | +7.4% | 4,652 | -1.8% | 0.03% | +3.0% |
TRI | Sell | THOMSON REUTERS | $250,000 | 0.0% | 3,675 | -0.1% | 0.03% | -5.6% |
AWF | Sell | ALLIANCEBERNSTEIN GLOBAL HIG | $246,000 | -65.2% | 24,400 | -68.1% | 0.03% | -66.7% |
PAYX | Sell | PAYCHEX INC | $248,000 | +17.0% | 3,277 | -2.8% | 0.03% | +9.7% |
WORK | New | SLACK TECHNOLOGIES INC | $242,000 | – | 7,772 | +100.0% | 0.03% | – |
CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $241,000 | – | 7,287 | +100.0% | 0.03% | – |
AGD | Sell | ABERDEEN GLOBAL DYNAMIC DIVI | $243,000 | -64.3% | 27,200 | -70.6% | 0.03% | -66.3% |
SYK | Sell | STRYKER CORP | $243,000 | -20.6% | 1,348 | -26.6% | 0.03% | -25.0% |
IMCB | New | ISHARES TRmrgstr md cp etf | $242,000 | – | 1,315 | +100.0% | 0.03% | – |
FV | Sell | FIRST TRUSTdorsey wrt 5 etf | $240,000 | +18.2% | 7,453 | -5.7% | 0.03% | +13.8% |
BX | Sell | BLACKSTONE GROUP INC | $240,000 | -76.5% | 4,235 | -81.1% | 0.03% | -77.6% |
NVS | Sell | NOVARTIS A Gsponsored adr | $240,000 | -42.0% | 2,745 | -45.3% | 0.03% | -45.0% |
VIAC | New | VIACOMCBS INCcl b | $238,000 | – | 10,223 | +100.0% | 0.03% | – |
LDP | Sell | COHEN &STEERS LTD DURATION | $242,000 | -73.2% | 10,757 | -75.5% | 0.03% | -74.6% |
SIL | New | GLOBAL X FDSglobal x silver | $238,000 | – | 6,436 | +100.0% | 0.03% | – |
VTEB | Sell | VANGUARD VNG RUS3000IDX ETFtax exempt bd | $244,000 | -10.3% | 4,504 | -4.8% | 0.03% | -15.4% |
SNY | Sell | SANOFIsponsored adr | $243,000 | +3.0% | 4,759 | -11.7% | 0.03% | -2.9% |
NBIX | New | NEUROCRINE BIOSCIENCES INC | $231,000 | – | 1,894 | +100.0% | 0.03% | – |
BHC | Buy | BAUSCH HEALTH | $234,000 | +36.0% | 12,789 | +15.4% | 0.03% | +28.0% |
WELL | Sell | WELLTOWER INC | $233,000 | -37.4% | 4,510 | -44.5% | 0.03% | -40.7% |
CQQQ | New | INVESCO EXCHANGE TRADED FD TR IIchina technlgy | $235,000 | – | 3,702 | +100.0% | 0.03% | – |
MCHP | Sell | MICROCHIP TECHNOLOGY INC | $235,000 | +4.0% | 2,229 | -33.0% | 0.03% | -3.0% |
MRNA | New | MODERNA INC | $234,000 | – | 3,649 | +100.0% | 0.03% | – |
NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $232,000 | -1.7% | 3,826 | -5.6% | 0.03% | -5.9% |
VTR | Sell | VENTAS INC COM | $230,000 | -21.2% | 6,290 | -42.3% | 0.03% | -23.8% |
BLK | New | BLACKROCK INC. | $237,000 | – | 436 | +100.0% | 0.03% | – |
TFC | Sell | TRUIST FINL CORP | $233,000 | -54.1% | 6,193 | -62.4% | 0.03% | -56.2% |
LVGO | New | LIVONGO HEALTH, INC. | $224,000 | – | 2,985 | +100.0% | 0.03% | – |
EBAY | New | EBAY | $227,000 | – | 4,319 | +100.0% | 0.03% | – |
STK | Sell | COLUMBIA SELIGMAN | $228,000 | +21.3% | 10,375 | -2.2% | 0.03% | +14.8% |
INFO | New | IHS MARKIT LTD | $224,000 | – | 2,964 | +100.0% | 0.03% | – |
WYNN | New | WYNN RESORTS LTD | $224,000 | – | 3,012 | +100.0% | 0.03% | – |
FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $228,000 | – | 2,532 | +100.0% | 0.03% | – |
CLVT | New | CLARIVATE PLC | $223,000 | – | 9,997 | +100.0% | 0.03% | – |
BIIB | Sell | BIOGEN INC | $217,000 | -20.8% | 810 | -6.4% | 0.03% | -23.1% |
NTLA | Sell | INTELLIA THERAPEUTICS INC | $219,000 | +43.1% | 10,405 | -16.8% | 0.03% | +36.4% |
AOR | Sell | ISHARES TRUST GRWT ALLOCAT ETFgrwt allocat etf | $219,000 | +0.5% | 4,717 | -10.4% | 0.03% | -3.2% |
JHMD | New | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $219,000 | – | 8,435 | +100.0% | 0.03% | – |
OKE | New | ONEOK, INC. | $218,000 | – | 6,563 | +100.0% | 0.03% | – |
PCI | Sell | PIMCO DYNAMIC CREDIT INCOME FU COM SHS | $220,000 | -82.0% | 11,949 | -83.5% | 0.03% | -83.0% |
ETB | Sell | EATON VANCE TAX MNGED BUY WR | $217,000 | -66.5% | 15,593 | -70.7% | 0.03% | -67.7% |
RMD | New | RESMED, INC. | $218,000 | – | 1,136 | +100.0% | 0.03% | – |
GWX | New | SPDR INDEX SHS FDSs&p intl smlcp | $220,000 | – | 8,042 | +100.0% | 0.03% | – |
BKNG | New | BOOKING HOLDINGS INC | $217,000 | – | 136 | +100.0% | 0.03% | – |
BGY | Sell | BLACKROCK ENHANCED INTL DIV | $222,000 | -50.0% | 43,198 | -56.2% | 0.03% | -53.1% |
TYL | New | TYLER TECHNOLOGIES, INC. | $216,000 | – | 624 | +100.0% | 0.03% | – |
AEP | Buy | AMERICAN ELEC PWR CO INC | $216,000 | +4.9% | 2,708 | +5.0% | 0.03% | 0.0% |
ACN | Sell | ACCENTURE PLC IRELAND | $218,000 | -92.1% | 1,015 | -94.0% | 0.03% | -92.4% |
CIEN | New | CIENA CORP. | $214,000 | – | 3,950 | +100.0% | 0.03% | – |
TMUS | New | TMOBILE US, INC. | $209,000 | – | 2,006 | +100.0% | 0.03% | – |
NVR | New | NVR INC | $209,000 | – | 64 | +100.0% | 0.03% | – |
SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $215,000 | – | 2,899 | +100.0% | 0.03% | – |
SWK | New | STANLEY BLACK & DECKER, INC. | $215,000 | – | 1,544 | +100.0% | 0.03% | – |
ITA | Sell | ISHARES TRUST US AER DEF ETFus aer def etf | $211,000 | -66.2% | 1,280 | -70.5% | 0.03% | -67.8% |
OMFL | New | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $214,000 | – | 7,198 | +100.0% | 0.03% | – |
KKR | New | KKR & CO INC | $210,000 | – | 6,806 | +100.0% | 0.03% | – |
ROKU | New | ROKU INC | $212,000 | – | 1,817 | +100.0% | 0.03% | – |
DELL | New | DELL TECHNOLOGIES INCcl c | $211,000 | – | 3,839 | +100.0% | 0.03% | – |
AOK | New | ISHARES TRconser alloc etf | $211,000 | – | 5,803 | +100.0% | 0.03% | – |
PSX | New | PHILLIPS 66 | $209,000 | – | 2,911 | +100.0% | 0.03% | – |
AOD | Sell | ABERDEEN TOTAL DYNAMIC DIVD | $208,000 | -67.9% | 27,000 | -72.5% | 0.03% | -69.9% |
SYY | New | SYSCO CORP. | $203,000 | – | 3,711 | +100.0% | 0.03% | – |
PGX | Sell | INVESCO EXCHANGE-TRADED FD Tpfd etf | $201,000 | -39.8% | 14,204 | -44.0% | 0.03% | -41.7% |
SCHO | Sell | SCHWAB SHORTsht tm us tres | $204,000 | -3.8% | 3,947 | -3.5% | 0.03% | -9.7% |
SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $201,000 | – | 1,976 | +100.0% | 0.03% | – |
GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $203,000 | – | 4,024 | +100.0% | 0.03% | – |
SLYV | Sell | SPDR SER TRs&p 500 smcp val | $207,000 | -46.6% | 4,216 | -55.6% | 0.03% | -50.0% |
ZTS | New | ZOETIS INCcl a | $201,000 | – | 1,465 | +100.0% | 0.03% | – |
FCX | Sell | FREEPORT-MCMORAN INCcl b | $204,000 | +65.9% | 17,600 | -3.1% | 0.03% | +55.6% |
RDVY | Sell | FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETFrisng divd achiv | $203,000 | -37.3% | 6,580 | -47.9% | 0.03% | -40.4% |
ES | New | EVERSOURCE ENERGY | $204,000 | – | 2,453 | +100.0% | 0.03% | – |
UBER | New | UBER TECHNOLOGIES INC | $208,000 | – | 6,680 | +100.0% | 0.03% | – |
PLCY | New | LISTED FD TR | $205,000 | – | 8,860 | +100.0% | 0.03% | – |
PPG | New | PPG INDUSTRIES, INC. | $202,000 | – | 1,901 | +100.0% | 0.03% | – |
FSK | New | FS KKR CAPITAL CORP. | $206,000 | – | 14,715 | +100.0% | 0.03% | – |
SRNE | New | SORRENTO THERAPEUTICS INC | $199,000 | – | 31,635 | +100.0% | 0.03% | – |
COLL | Sell | COLLEGIUM PHARMACEUTICAL INC | $195,000 | +4.3% | 11,130 | -2.7% | 0.03% | 0.0% |
IGR | Sell | CBRE CLARION GLOBAL REAL EST | $192,000 | -67.0% | 32,170 | -71.1% | 0.03% | -69.0% |
TPVG | Sell | TRIPLEPOINT VENTURE | $189,000 | +19.6% | 18,356 | -33.3% | 0.03% | +13.0% |
VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $180,000 | -37.1% | 11,279 | -45.6% | 0.02% | -39.0% |
AAL | Buy | AMERICAN AIRLINES | $179,000 | +17.0% | 13,658 | +8.5% | 0.02% | +13.6% |
HRTX | New | HERON THERAPEUTICS, INC. | $175,000 | – | 11,895 | +100.0% | 0.02% | – |
VKTX | VIKING THERAPEUTICS | $167,000 | +53.2% | 23,225 | 0.0% | 0.02% | +43.8% | |
CLNC | Buy | COLONY CREDIT | $163,000 | +79.1% | 23,242 | +0.2% | 0.02% | +69.2% |
AWP | Sell | ABERDEEN GLOBAL PREMIER PPTY | $163,000 | -71.4% | 34,995 | -74.0% | 0.02% | -73.2% |
NAD | Sell | NUVEEN QUALITY MUNCP INCOME | $152,000 | -94.4% | 10,870 | -94.5% | 0.02% | -94.6% |
BCLI | BRAINSTORM CELL THERAPEUTICS, INC. | $146,000 | +143.3% | 13,000 | 0.0% | 0.02% | +122.2% | |
EFR | Sell | EATON VANCE SR FLTG RATE TRUST COM | $148,000 | -16.9% | 13,034 | -27.8% | 0.02% | -23.1% |
AKTS | Sell | AKOUSTIS TECHNOLOGIES | $136,000 | +51.1% | 16,405 | -2.1% | 0.02% | +46.2% |
SPRO | Sell | SPERO THERAPEUTICS | $137,000 | -16.0% | 10,090 | -50.0% | 0.02% | -17.4% |
CFBI | Sell | COMMUNITY FIRST | $129,000 | -3.7% | 16,860 | -13.9% | 0.02% | -5.3% |
CSQ | Sell | CALAMOS STRATEGIC TOTL RETN | $128,000 | -21.5% | 10,336 | -38.0% | 0.02% | -21.7% |
AINV | Buy | APOLLO INVT CORP | $131,000 | +52.3% | 13,703 | +8.2% | 0.02% | +50.0% |
MSD | Sell | MORGAN STANLEY EMER MKTS DEB | $135,000 | -76.9% | 15,850 | -79.2% | 0.02% | -78.6% |
GNPX | GENPREX INC | $130,000 | +30.0% | 41,385 | 0.0% | 0.02% | +28.6% | |
ICAD | Sell | ICAD INC | $130,000 | -35.3% | 13,025 | -52.4% | 0.02% | -37.9% |
HBAN | Sell | HUNTINGTON BANCSHARES INC | $123,000 | -39.7% | 13,632 | -45.1% | 0.02% | -41.4% |
ENBL | Buy | ENABLE MIDSTREAM | $120,000 | +87.5% | 25,706 | +3.8% | 0.02% | +77.8% |
PDLB | Sell | PDL COMMUNITY | $111,000 | -2.6% | 10,868 | -2.1% | 0.02% | -6.2% |
DTIL | PRECISION BIOSCIENCES | $107,000 | +39.0% | 12,825 | 0.0% | 0.02% | +36.4% | |
RPAI | Buy | RETAIL PROPERTIEScl a | $108,000 | +44.0% | 14,747 | +2.2% | 0.02% | +36.4% |
BSGM | Buy | BIOSIG TECHNOLOGIES | $106,000 | +82.8% | 14,750 | +5.7% | 0.02% | +87.5% |
TCPC | Buy | BLACKROCK TCP CAPITAL CORP | $108,000 | +63.6% | 11,788 | +11.0% | 0.02% | +50.0% |
VRNA | VERONA PHARMA | $102,000 | +13.3% | 21,760 | 0.0% | 0.01% | +7.7% | |
NRZ | Sell | NEW RESIDENTIAL | $105,000 | +45.8% | 14,075 | -2.5% | 0.01% | +40.0% |
PSEC | Buy | PROSPECT CAPITAL | $103,000 | +33.8% | 20,059 | +11.2% | 0.01% | +27.3% |
LOGC | LOGICBIO THERAPEUTICS | $99,000 | +70.7% | 11,660 | 0.0% | 0.01% | +75.0% | |
EB | Sell | EVENTBRITE, INC. CL Acl a | $97,000 | +14.1% | 11,350 | -3.0% | 0.01% | +8.3% |
GALT | Buy | GALECTIN THERAPEUTICS | $86,000 | +138.9% | 28,155 | +55.1% | 0.01% | +140.0% |
ETW | New | EATON VANCE TXMGD GL BUYWR O | $87,000 | – | 10,115 | +100.0% | 0.01% | – |
CRON | Sell | CRONOS GROUP | $81,000 | +2.5% | 13,505 | -3.6% | 0.01% | 0.0% |
CLNY | Buy | COLONY CAPITAL | $79,000 | +41.1% | 33,017 | +2.7% | 0.01% | +37.5% |
KINS | Sell | KINGSTONE COS | $75,000 | -15.7% | 17,018 | -2.2% | 0.01% | -23.1% |
GERN | Sell | GERON CORP | $65,000 | +62.5% | 29,850 | -11.8% | 0.01% | +50.0% |
CASI | Buy | CASI PHARMACEUTICALS | $65,000 | +32.7% | 26,000 | +8.3% | 0.01% | +28.6% |
PUMP | Sell | PROPETRO HOLDING | $62,000 | +100.0% | 12,142 | -0.8% | 0.01% | +100.0% |
RLGT | Buy | RADIANT LOGISTICS | $59,000 | +28.3% | 15,000 | +25.0% | 0.01% | +14.3% |
TWO | Sell | TWO HBRS INVT CORP | $53,000 | +12.8% | 10,577 | -13.8% | 0.01% | 0.0% |
NCZ | ALLIANZGI CONV | $40,000 | +17.6% | 10,330 | 0.0% | 0.01% | 0.0% | |
YRCW | Buy | YRC WORLDWIDE | $38,000 | +31.0% | 20,500 | +20.6% | 0.01% | +25.0% |
ODP | Buy | OFFICE DEPOT | $35,000 | +105.9% | 14,905 | +42.0% | 0.01% | +150.0% |
BGCP | New | BGC PARTNERS INC.cl a | $35,000 | – | 12,637 | +100.0% | 0.01% | – |
ADXS | Buy | ADVAXIS INC | $38,000 | +245.5% | 70,038 | +249.5% | 0.01% | +150.0% |
XXII | Exit | 22ND CENTURY | $0 | – | -12,500 | -100.0% | -0.00% | – |
AMPE | Exit | AMPIO PHARMACEUTICALS | $0 | – | -16,750 | -100.0% | -0.00% | – |
GSM | Exit | FERROGLOBE PLC | $0 | – | -27,500 | -100.0% | -0.00% | – |
GMZ | Exit | GOLDMAN SACHS | $0 | – | -15,340 | -100.0% | -0.00% | – |
ACB | Exit | AURORA CANNABIS | $0 | – | -29,705 | -100.0% | -0.00% | – |
ZIOP | Exit | ZIOPHARM ONCOLOGY | $0 | – | -11,564 | -100.0% | -0.00% | – |
ERF | Exit | ENERPLUS CORP | $0 | – | -21,330 | -100.0% | -0.01% | – |
MBIO | Exit | MUSTANG BIO INC | $0 | – | -15,538 | -100.0% | -0.01% | – |
VSTM | Exit | VERASTEM INC | $0 | – | -17,000 | -100.0% | -0.01% | – |
AUY | Exit | YAMANA GOLD INC | $0 | – | -15,824 | -100.0% | -0.01% | – |
DCP | Exit | DCP MIDSTREAM | $0 | – | -12,850 | -100.0% | -0.01% | – |
SMFG | Exit | SUMITOMO MITSUIsponsored adr | $0 | – | -10,098 | -100.0% | -0.01% | – |
TEF | Exit | TELEFONICA S Asponsored adr | $0 | – | -11,140 | -100.0% | -0.01% | – |
QES | Exit | QUINTANA ENERGY SVCS INC | $0 | – | -64,565 | -100.0% | -0.01% | – |
FBIO | Exit | FORTRESS BIOTECH INC | $0 | – | -37,296 | -100.0% | -0.01% | – |
INO | Exit | INOVIO PHARMACEUTICALS | $0 | – | -10,460 | -100.0% | -0.01% | – |
HYT | Exit | BLACKROCK CORP | $0 | – | -10,270 | -100.0% | -0.01% | – |
OIH | Exit | VANECK VECTORS ETF TRoil svcs etf | $0 | – | -23,510 | -100.0% | -0.01% | – |
FILL | Exit | ISHARES MSCIglb enr prod etf | $0 | – | -10,100 | -100.0% | -0.02% | – |
FDD | Exit | FIRST TRUST | $0 | – | -11,171 | -100.0% | -0.02% | – |
CLVS | Exit | CLOVIS ONCOLOGY INC | $0 | – | -18,200 | -100.0% | -0.02% | – |
AMLP | Exit | ALPS ALERIANalerian mlp | $0 | – | -35,889 | -100.0% | -0.02% | – |
UBS | Exit | UBS GROUP AG | $0 | – | -13,929 | -100.0% | -0.02% | – |
TSI | Exit | TCW STRATEGIC INC FUND INC COM | $0 | – | -26,600 | -100.0% | -0.02% | – |
ECF | Exit | ELLSWORTH GROWTH &INCOME FD | $0 | – | -18,391 | -100.0% | -0.02% | – |
ETG | Exit | EATON VANCE TX ADV GLBL DIV | $0 | – | -14,379 | -100.0% | -0.02% | – |
FEM | Exit | FIRST TRUSTemerg mkt alph | $0 | – | -10,209 | -100.0% | -0.03% | – |
PSTG | Exit | PURE STORAGEcl a | $0 | – | -14,820 | -100.0% | -0.03% | – |
LPLA | Exit | LPL FINANCIAL | $0 | – | -3,727 | -100.0% | -0.03% | – |
IWN | Exit | ISHARES RUSSELLrus 2000 val etf | $0 | – | -2,577 | -100.0% | -0.03% | – |
EMQQ | Exit | EXCHANGE EMQQemqq em intern | $0 | – | -6,512 | -100.0% | -0.03% | – |
IJJ | Exit | ISHARES S&Ps&p mc 400vl etf | $0 | – | -1,879 | -100.0% | -0.03% | – |
ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -2,666 | -100.0% | -0.03% | – |
SCHZ | Exit | SCHWAB AGGREGATEus aggregate b | $0 | – | -4,026 | -100.0% | -0.03% | – |
FXO | Exit | FIRST TRUSTfinls alphadex | $0 | – | -10,025 | -100.0% | -0.03% | – |
PGR | Exit | PROGRESSIVE CORP OHIO | $0 | – | -2,884 | -100.0% | -0.03% | – |
WRB | Exit | BERKLEY W R CORP | $0 | – | -4,309 | -100.0% | -0.03% | – |
AVB | Exit | AVALONBAY COMMNTYS | $0 | – | -1,532 | -100.0% | -0.03% | – |
CEFS | Exit | EXCHANGE LISTEDsaba int rate | $0 | – | -14,349 | -100.0% | -0.03% | – |
HSY | Exit | HERSHEY COMPANY | $0 | – | -1,739 | -100.0% | -0.03% | – |
DNKN | Exit | DUNKIN BRANDS GROUP INC | $0 | – | -4,483 | -100.0% | -0.03% | – |
NVG | Exit | NUVEEN AMT | $0 | – | -16,378 | -100.0% | -0.04% | – |
BOE | Exit | BLACKROCK ENHANCED GLOBAL DI | $0 | – | -29,467 | -100.0% | -0.04% | – |
PHK | Exit | PIMCO HIGH | $0 | – | -50,406 | -100.0% | -0.04% | – |
AON | Exit | AON PLC | $0 | – | -1,557 | -100.0% | -0.04% | – |
AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -3,034 | -100.0% | -0.04% | – |
KMF | Exit | KAYNE ANDERSON MDSTM ENERGY | $0 | – | -78,005 | -100.0% | -0.04% | – |
QDEL | Exit | QUIDEL CORP | $0 | – | -2,729 | -100.0% | -0.04% | – |
DFS | Exit | DISCOVER FINANCIAL | $0 | – | -7,384 | -100.0% | -0.04% | – |
PRU | Exit | PRUDENTIAL FINANCIAL | $0 | – | -5,188 | -100.0% | -0.04% | – |
SPSB | Exit | SPDR SERIES TRUST PORTFOLIO SHORT ETFportfolio short | $0 | – | -9,131 | -100.0% | -0.04% | – |
DRE | Exit | DUKE REALTY | $0 | – | -8,815 | -100.0% | -0.04% | – |
GGM | Exit | GUGGENHEIM CR ALLOCATION FD | $0 | – | -19,475 | -100.0% | -0.04% | – |
MNA | Exit | INDEXIQ ETF TRiq mrgr arb etf | $0 | – | -10,113 | -100.0% | -0.04% | – |
STIP | Exit | ISHARES 0-50-5 yr tips etf | $0 | – | -3,160 | -100.0% | -0.04% | – |
REZ | Exit | ISHARES RESIDENTIALresidnl real est | $0 | – | -5,860 | -100.0% | -0.05% | – |
BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -5,741 | -100.0% | -0.05% | – |
NTRS | Exit | NORTHERN TR CORP | $0 | – | -4,323 | -100.0% | -0.05% | – |
DHI | Exit | D R HORTON | $0 | – | -9,927 | -100.0% | -0.05% | – |
GDXJ | Exit | VANECK VECTORS ETF TRjr gold miners e | $0 | – | -12,151 | -100.0% | -0.05% | – |
FSK | Exit | FS KKR CAPITAL CORP | $0 | – | -118,768 | -100.0% | -0.05% | – |
BST | Exit | BLACKROCK SCIENCE &TECHNOLO | $0 | – | -14,326 | -100.0% | -0.06% | – |
RTN | Exit | RAYTHEON COMPANY | $0 | – | -3,283 | -100.0% | -0.06% | – |
UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -4,727 | -100.0% | -0.06% | – |
BUFF | Exit | INNOVATOR ETFS TR IIlunt low vol hig | $0 | – | -18,032 | -100.0% | -0.06% | – |
VRP | Exit | INVESCO EXCHANGEvar rate pfd | $0 | – | -21,923 | -100.0% | -0.07% | – |
FDL | Exit | FIRST TRUST | $0 | – | -23,369 | -100.0% | -0.08% | – |
SPGP | Exit | INVESCO S&Prussel 200 gwt | $0 | – | -12,072 | -100.0% | -0.08% | – |
TTE | Exit | TOTAL SA ADR SPONSOREDsponsored ads | $0 | – | -16,099 | -100.0% | -0.09% | – |
PTNQ | Exit | PACER FDS TR TRENDP 100 ETFtrendp 100 etf | $0 | – | -18,318 | -100.0% | -0.09% | – |
NZF | Exit | NUVEEN MUNICIPAL CREDIT INC | $0 | – | -46,790 | -100.0% | -0.10% | – |
PKO | Exit | PIMCO INCOME OPPORTUNITY FD | $0 | – | -35,373 | -100.0% | -0.10% | – |
PCY | Exit | INVESCO EXCHANGE TRADED FUND T EMRNG MKT SVRG ETFemrng mkt svrg | $0 | – | -30,443 | -100.0% | -0.10% | – |
PTLC | Exit | PACER FDS TR TRENDP US LAR CP ETFtrendp us lar cp | $0 | – | -28,765 | -100.0% | -0.11% | – |
SPBO | Exit | SPDR CORPportfolio crport | $0 | – | -26,051 | -100.0% | -0.12% | – |
SMMV | Exit | ISHARES TRedge msci minm | $0 | – | -37,507 | -100.0% | -0.14% | – |
HIX | Exit | WESTERN ASSET HIGH INCM FD I | $0 | – | -228,402 | -100.0% | -0.16% | – |
BLW | Exit | BLACKROCK LTD DURATION INC T | $0 | – | -98,815 | -100.0% | -0.18% | – |
EIM | Exit | EATON VANCE MUN BD FD | $0 | – | -107,502 | -100.0% | -0.19% | – |
NBH | Exit | NEUBERGER BERMAN MUN FD INC | $0 | – | -93,712 | -100.0% | -0.20% | – |
PWV | Exit | INVESCO EXCHANGEdynmc lrg valu | $0 | – | -48,685 | -100.0% | -0.21% | – |
MQY | Exit | BLACKROCK MUNIYIELD MICH QUA | $0 | – | -154,912 | -100.0% | -0.32% | – |
MOAT | Exit | VANECK VECTORS ETF TRmorningstar wide | $0 | – | -54,159 | -100.0% | -0.34% | – |
EVV | Exit | EATON VANCE LTD DUR INCOME F | $0 | – | -244,263 | -100.0% | -0.37% | – |
BCSF | Exit | BAIN CAP SPECIALTY FIN INC | $0 | – | -293,851 | -100.0% | -0.39% | – |
IDXX | Exit | IDEXX LABS INC | $0 | – | -12,042 | -100.0% | -0.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 28 | Q3 2023 | 4.8% |
ISHARES TRUST CORE S&P500 ETF | 28 | Q3 2023 | 6.2% |
SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | 28 | Q3 2023 | 3.9% |
AMAZON.COM INC | 28 | Q3 2023 | 2.2% |
ABBVIE INC COM USD0.00 | 28 | Q3 2023 | 3.4% |
MICROSOFT CORP | 28 | Q3 2023 | 1.7% |
SPDR SER TR S&P DIVID ETF | 28 | Q3 2023 | 2.5% |
VANGUARD TAX-MANAGED INTL FD | 28 | Q3 2023 | 1.9% |
ISHARES TRUST CORE S&P US GWT ETF | 28 | Q3 2023 | 1.9% |
ABBOTT LABS | 28 | Q3 2023 | 2.5% |
View IHT Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-15 |
13F-HR | 2022-11-22 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
View IHT Wealth Management, 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.