$1.75 Billion is the total value of IHT Wealth Management, LLC's 952 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 18.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $67,404,730 | +31.7% | 408,761 | +3.7% | 3.85% | +19.6% |
| QQQ | Buy | INVESCO QQQunit ser 1 | $46,393,738 | +30.1% | 144,560 | +7.9% | 2.65% | +18.2% |
| SPY | Buy | SPDR S&Ptr unit | $45,313,205 | +8.4% | 110,685 | +1.3% | 2.59% | -1.4% |
| Buy | WISDOMTREE FLOATINGfloatng rat trea | $40,280,008 | +294.6% | 801,274 | +294.6% | 2.30% | +258.7% | |
| SPLG | Buy | SPDR PORTFOLIOportfolio s&p500 | $39,203,636 | +303.9% | 814,197 | +277.3% | 2.24% | +266.9% |
| SPDW | Buy | SPDR PORTFOLIOportfolio devlpd | $28,664,735 | +53.5% | 892,427 | +41.9% | 1.64% | +39.5% |
| SPBO | Buy | SPDR CORPportfolio crport | $27,788,607 | +201.4% | 950,035 | +192.5% | 1.59% | +173.9% |
| MSFT | Buy | MICROSOFT CORP | $26,686,163 | +24.7% | 92,564 | +3.8% | 1.52% | +13.3% |
| FLGV | Buy | FRANKLIN USus treasury bond | $26,012,248 | +226.3% | 1,225,259 | +218.1% | 1.48% | +196.4% |
| SPYV | Sell | SPDR PORTFOLIOprtflo s&p500 vl | $24,392,341 | -41.9% | 599,026 | -44.5% | 1.39% | -47.2% |
| SPYG | Buy | SPDR PORTFOLIOprtflo s&p500 gw | $24,072,799 | +11.6% | 434,842 | +2.1% | 1.37% | +1.3% |
| IVV | Sell | ISHARES COREcore s&p500 etf | $23,922,488 | +4.1% | 58,194 | -2.7% | 1.37% | -5.4% |
| AMZN | Buy | AMAZON COM | $21,738,911 | +33.2% | 210,465 | +8.3% | 1.24% | +21.0% |
| XLK | Sell | SECTOR TECHNOLOGYtechnology | $20,546,845 | +18.3% | 136,063 | -2.5% | 1.17% | +7.5% |
| JPST | Buy | JPMORGANultra shrt inc | $19,846,211 | +3571.7% | 394,400 | +3557.9% | 1.13% | +3232.4% |
| NVDA | Buy | NVIDIA CORP | $16,599,851 | +99.4% | 59,761 | +4.9% | 0.95% | +81.3% |
| SDY | Sell | SPDR SERIESs&p divid etf | $16,233,125 | -3.3% | 131,219 | -2.2% | 0.93% | -12.0% |
| TLT | Buy | ISHARES 20 PLUS20 yr tr bd etf | $15,940,385 | +35.1% | 149,858 | +26.5% | 0.91% | +22.8% |
| SPSM | Buy | SPDR PORTFOLIOportfolio s&p600 | $15,735,935 | +60.6% | 416,626 | +57.2% | 0.90% | +45.8% |
| ULST | New | SSGA ACTIVE ETF TRult sht trm bd | $15,562,995 | – | 386,656 | +100.0% | 0.89% | – |
| IWM | Buy | ISHARES RUSSELLrussell 2000 etf | $15,111,087 | +16.3% | 84,703 | +13.6% | 0.86% | +5.6% |
| SPAB | Sell | SPDR PORTFOLIOportfolio agrgte | $15,114,205 | -40.0% | 586,049 | -41.5% | 0.86% | -45.4% |
| SPMD | Buy | SPDR PORTFOLIOportfolio s&p400 | $13,927,375 | +177.9% | 316,963 | +168.8% | 0.80% | +152.4% |
| XLV | Sell | SECTOR HEALTHCAREsbi healthcare | $11,511,279 | -9.0% | 88,918 | -4.5% | 0.66% | -17.4% |
| VTI | Buy | VANGUARD TOTALtotal stk mkt | $11,447,402 | +9.7% | 56,087 | +2.7% | 0.65% | -0.5% |
| AGG | Buy | ISHARES COREcore us aggbd et | $11,225,133 | +6.3% | 112,657 | +3.4% | 0.64% | -3.5% |
| FVD | Buy | FIRST TRUST | $10,791,163 | +2.9% | 268,705 | +2.3% | 0.62% | -6.5% |
| SSUS | Buy | STRATEGY DAYday hagan ned | $10,762,996 | +14.7% | 326,053 | +5.9% | 0.61% | +4.2% |
| LQD | Buy | ISHARES IBOXXiboxx inv cp etf | $10,484,432 | +286.0% | 95,652 | +271.3% | 0.60% | +250.3% |
| RDVY | Buy | FIRST TRUSTrisng divd achiv | $10,132,897 | +3.3% | 225,828 | +1.1% | 0.58% | -6.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $9,992,096 | -1.8% | 32,361 | -1.8% | 0.57% | -10.9% |
| SCHD | Buy | SCHWAB USus dividend eq | $9,504,382 | +17.5% | 129,912 | +21.3% | 0.54% | +6.9% |
| XLE | Sell | SECTOR ENERGYenergy | $9,488,495 | -8.2% | 114,554 | -3.0% | 0.54% | -16.5% |
| XLU | Buy | SELECT UTILITIESsbi int-utils | $8,951,754 | +45.6% | 132,247 | +51.6% | 0.51% | +32.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $8,890,090 | +16.1% | 85,704 | -1.3% | 0.51% | +5.4% |
| VOO | Buy | VANGUARD S&P | $8,716,537 | +10.2% | 23,178 | +3.0% | 0.50% | +0.2% |
| XLP | Buy | SECTOR CONSUMERsbi cons stpls | $8,714,759 | +3.2% | 116,648 | +3.0% | 0.50% | -6.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $8,594,157 | +25.9% | 82,636 | +7.4% | 0.49% | +14.5% |
| USMV | Buy | ISHARES MSCImsci usa min vol | $8,422,189 | +4.0% | 115,785 | +3.1% | 0.48% | -5.5% |
| PG | Buy | PROCTER & GAMBLE | $8,045,552 | +4.7% | 54,110 | +6.7% | 0.46% | -5.0% |
| ABBV | Buy | ABBVIE INC | $8,006,061 | -0.9% | 50,236 | +0.5% | 0.46% | -10.0% |
| IJR | Buy | ISHARES COREcore s&p scp etf | $7,843,134 | +18.2% | 81,108 | +15.7% | 0.45% | +7.4% |
| RSP | Buy | INVESCO S&Ps&p500 eql wgt | $7,701,423 | +9.3% | 53,253 | +6.8% | 0.44% | -0.7% |
| AVUV | Sell | AVANTIS U Sus sml cp valu | $7,522,779 | -61.8% | 101,577 | -61.5% | 0.43% | -65.3% |
| BA | Buy | BOEING COMPANY | $7,427,212 | +13.4% | 34,963 | +1.7% | 0.42% | +3.2% |
| XLF | Buy | SECTOR FINANCIALsbi int-finl | $7,360,201 | +45.2% | 228,932 | +54.4% | 0.42% | +31.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $7,065,843 | -2.2% | 45,586 | +11.5% | 0.40% | -11.2% |
| XOM | Buy | EXXON MOBIL | $6,985,872 | -0.2% | 63,705 | +0.4% | 0.40% | -9.3% |
| TSLA | Buy | TESLA INC | $6,948,770 | +101.8% | 33,494 | +19.8% | 0.40% | +83.8% |
| LLY | Buy | ELI LILLY | $6,833,821 | +6.5% | 19,899 | +13.5% | 0.39% | -3.2% |
| JPM | Buy | JPMORGAN CHASE | $6,820,590 | +0.9% | 52,341 | +3.9% | 0.39% | -8.5% |
| GLD | Buy | SPDR GOLD | $6,710,439 | +11.9% | 36,625 | +3.6% | 0.38% | +1.6% |
| FB | Buy | META PLATFORMScl a | $6,653,744 | +77.4% | 31,394 | +0.7% | 0.38% | +61.0% |
| MCD | Buy | MCDONALDS CORP | $6,622,704 | +16.9% | 23,686 | +10.2% | 0.38% | +6.2% |
| VUG | Sell | VANGUARD GROWTHgrowth etf | $6,385,301 | +13.6% | 25,599 | -3.0% | 0.36% | +3.4% |
| VEA | Buy | VANGUARD FTSEftse dev mkt etf | $6,374,151 | +29.0% | 141,115 | +19.8% | 0.36% | +17.4% |
| WMT | Buy | WALMART INC | $6,347,309 | +9.2% | 43,047 | +5.0% | 0.36% | -0.8% |
| DGRW | Buy | WISDOMTREE TRUSTus qtly div grt | $6,225,187 | +3.4% | 99,859 | +0.1% | 0.36% | -6.1% |
| IUSG | Sell | ISHARES S&Pcore s&p us gwt | $6,075,456 | +4.8% | 68,440 | -3.7% | 0.35% | -4.7% |
| HD | Buy | HOME DEPOT | $5,888,307 | +2.5% | 19,952 | +9.7% | 0.34% | -6.9% |
| IUSV | Sell | ISHARES COREcore s&p us vlu | $5,838,179 | -5.8% | 79,130 | -9.8% | 0.33% | -14.4% |
| SJNK | Buy | SPDR BLOOMBERGbloomberg sht te | $5,727,200 | +1007.5% | 230,564 | +980.7% | 0.33% | +921.9% |
| TFI | Buy | SPDR NUVEENnuveen brc munic | $5,627,083 | +475.3% | 120,185 | +460.6% | 0.32% | +426.2% |
| V | Buy | VISA INC | $5,605,804 | +9.2% | 24,864 | +0.6% | 0.32% | -0.9% |
| DNP | Buy | DNP SELECT | $5,595,241 | -1.7% | 507,734 | +0.4% | 0.32% | -10.9% |
| XLC | Buy | SELECT SECTOR | $5,567,063 | +146.5% | 96,033 | +104.0% | 0.32% | +123.9% |
| XBI | Buy | SPDR SERIESs&p biotech | $5,488,604 | -6.6% | 72,019 | +1.7% | 0.31% | -15.2% |
| NOBL | Buy | PROSHARES TRUSTs&p 500 dv arist | $5,364,168 | +6.7% | 58,792 | +5.3% | 0.31% | -3.2% |
| BSV | Buy | VANGUARD SHORTshort trm bond | $5,224,963 | +93.7% | 68,309 | +90.6% | 0.30% | +75.3% |
| INTC | Buy | INTEL CORP | $5,180,114 | +27.9% | 158,559 | +3.5% | 0.30% | +16.5% |
| SPTM | Buy | SPDR PORTFOLIOportfoli s&p1500 | $5,147,843 | +28.6% | 102,079 | +20.6% | 0.29% | +17.1% |
| SCHG | Buy | SCHWAB USus lcap gr etf | $5,107,180 | +19.0% | 78,367 | +1.5% | 0.29% | +8.1% |
| ONEY | Buy | SPDR RUSSELLrussell yield | $5,100,413 | +5.2% | 54,084 | +4.5% | 0.29% | -4.6% |
| XLY | Buy | CONSUMER DISCRETIONARYsbi cons discr | $5,075,964 | +24.7% | 33,944 | +7.7% | 0.29% | +13.3% |
| XLI | Sell | SECTOR INDUSTRIALsbi int-inds | $5,034,705 | -2.4% | 49,760 | -5.2% | 0.29% | -11.4% |
| PXF | Buy | INVESCO EXCHANGEftse rafi dev | $4,978,724 | +13.5% | 112,999 | +7.0% | 0.28% | +2.9% |
| SPSB | Sell | SPDR PORTFOLIOportfolio short | $4,934,845 | -52.8% | 166,549 | -53.1% | 0.28% | -57.0% |
| PAVE | Sell | GLOBAL Xus infr dev etf | $4,889,537 | -48.6% | 172,470 | -52.0% | 0.28% | -53.3% |
| IWD | Buy | ISHARES RUSSELLrus 1000 val etf | $4,786,580 | +0.6% | 31,437 | +0.2% | 0.27% | -8.7% |
| XLB | Buy | SECTOR MATERIALSsbi materials | $4,717,437 | +38.8% | 58,485 | +33.7% | 0.27% | +26.3% |
| FTCS | Buy | FIRST TRUSTcap strength etf | $4,620,662 | +0.1% | 63,349 | +2.9% | 0.26% | -9.0% |
| PEP | Buy | PEPSICO INC | $4,579,115 | +29.7% | 25,119 | +28.5% | 0.26% | +17.6% |
| KO | Buy | COCA COLA COMPANY | $4,573,596 | +3.0% | 73,732 | +5.6% | 0.26% | -6.5% |
| DIS | Buy | WALT DISNEY | $4,527,410 | +18.8% | 45,215 | +3.0% | 0.26% | +7.5% |
| SPEM | Buy | SPDR PORTFOLIOportfolio emg mk | $4,501,925 | +11.9% | 131,905 | +8.0% | 0.26% | +1.6% |
| FTC | Sell | FIRST TRUST | $4,341,224 | -0.9% | 46,660 | -2.7% | 0.25% | -9.8% |
| CVX | Buy | CHEVRON CORP | $4,321,392 | +2.0% | 26,486 | +12.2% | 0.25% | -7.1% |
| HFRO | Buy | HIGHLAND INCOME | $4,288,399 | -12.2% | 487,872 | +2.8% | 0.24% | -20.2% |
| COST | Buy | COSTCO WHOLESALE | $4,258,074 | +9.8% | 8,570 | +0.9% | 0.24% | -0.4% |
| VBR | Buy | VANGUARD SMALLsm cp val etf | $4,208,705 | +2.7% | 26,510 | +2.7% | 0.24% | -6.6% |
| FTA | Buy | FIRST TRUST | $4,125,737 | +4.2% | 62,138 | +3.3% | 0.24% | -5.2% |
| ILCG | Buy | ISHARES MORNINGSTARmorningstar grwt | $4,126,413 | +14.5% | 74,540 | +0.6% | 0.24% | +4.0% |
| SLV | Sell | ISHARES SILVERishares | $4,093,993 | -0.3% | 185,081 | -0.8% | 0.23% | -9.3% |
| VGT | Sell | VANGUARD INFORMATIONinf tech etf | $4,036,168 | +11.4% | 10,471 | -7.7% | 0.23% | +0.9% |
| QTEC | Buy | FIRST TRUST | $4,025,473 | +25.4% | 30,844 | +1.1% | 0.23% | +13.9% |
| VTV | Buy | VANGUARD VALUEvalue etf | $4,034,359 | +3.4% | 29,211 | +5.0% | 0.23% | -6.1% |
| FXL | Buy | FIRST TRUSTtech alphadex | $3,876,589 | +67.3% | 36,853 | +45.6% | 0.22% | +51.4% |
| IJH | Buy | ISHARES COREcore s&p mcp etf | $3,863,121 | +4.0% | 15,443 | +0.5% | 0.22% | -5.2% |
| MA | Buy | MASTERCARD INCcl a | $3,844,673 | +6.3% | 10,579 | +1.7% | 0.22% | -3.5% |
| URA | Buy | GLOBAL Xglobal x uranium | $3,737,654 | +2.1% | 187,539 | +2.8% | 0.21% | -7.4% |
| BSJP | Buy | INVESCO BULLETSHARES | $3,711,654 | +22.4% | 165,109 | +20.4% | 0.21% | +11.0% |
| ITOT | Buy | ISHARES COREcore s&p ttl stk | $3,660,966 | +6.9% | 40,430 | +0.1% | 0.21% | -2.8% |
| COWZ | Buy | PACER USus cash cows 100 | $3,635,342 | +9.3% | 77,430 | +7.7% | 0.21% | -0.5% |
| AVGO | Buy | BROADCOM INC | $3,629,593 | +24.1% | 5,658 | +8.1% | 0.21% | +12.5% |
| BSJQ | Buy | INVESCO BULLETSHARESinvsco blsh 26 | $3,607,089 | +22.4% | 157,756 | +20.5% | 0.21% | +11.4% |
| UNH | Buy | UNITEDHEALTH GROUP | $3,613,067 | +0.1% | 7,645 | +12.3% | 0.21% | -9.3% |
| CTAS | Sell | CINTAS CORP | $3,565,875 | +2.4% | 7,707 | -0.1% | 0.20% | -6.8% |
| IEMG | Buy | ISHARES COREcore msci emkt | $3,542,364 | +20.8% | 72,604 | +15.6% | 0.20% | +9.8% |
| VIG | Buy | VANGUARD DIVIDENDdiv app etf | $3,541,851 | +4.6% | 22,998 | +3.1% | 0.20% | -5.2% |
| PBND | Sell | INVESCO PUREBETApurbeta us agg | $3,502,708 | -5.5% | 157,178 | -7.7% | 0.20% | -14.2% |
| VYM | Buy | VANGUARD HIGHhigh div yld | $3,474,123 | +26.1% | 32,930 | +29.3% | 0.20% | +14.5% |
| VZ | Buy | VERIZON COMMUNICATIONS | $3,450,618 | +9.1% | 88,728 | +10.6% | 0.20% | -1.0% |
| IWF | Sell | ISHARES RUSSELLrus 1000 grw etf | $3,425,195 | +12.7% | 14,019 | -1.2% | 0.20% | +2.6% |
| VHT | Buy | VANGUARD HEALTHhealth car etf | $3,311,652 | +29.3% | 13,888 | +34.5% | 0.19% | +17.4% |
| HDV | Sell | ISHARES COREcore high dv etf | $3,241,682 | -2.9% | 31,888 | -0.4% | 0.18% | -11.9% |
| FSK | Buy | FS KKR | $3,192,005 | +15.1% | 172,540 | +8.9% | 0.18% | +4.6% |
| PFE | Buy | PFIZER INC | $3,136,432 | -17.0% | 76,873 | +4.3% | 0.18% | -24.5% |
| T | Buy | AT&T INC | $3,076,290 | +7.6% | 159,807 | +2.9% | 0.18% | -2.2% |
| NEE | Buy | NEXTERA ENERGY | $2,978,859 | +34.9% | 38,646 | +46.3% | 0.17% | +22.3% |
| CCOR | Buy | LISTED COREcore alt fd | $2,958,847 | +3.4% | 99,190 | +9.5% | 0.17% | -6.1% |
| VBK | Sell | VANGUARD SMALLsml cp grw etf | $2,950,263 | +7.1% | 13,633 | -0.8% | 0.17% | -2.9% |
| PGJ | Buy | INVESCO GOLDENglobal drgn cn | $2,934,394 | +12.6% | 98,834 | +3.6% | 0.17% | +2.4% |
| TXN | Buy | TEXAS INSTRUMENTS | $2,930,741 | +14.9% | 15,756 | +2.1% | 0.17% | +4.4% |
| TAXF | Sell | AMERICAN CENTURYdiversified mu | $2,906,154 | -0.3% | 57,719 | -3.1% | 0.17% | -9.3% |
| SCHB | Buy | SCHWAB USus brd mkt etf | $2,884,375 | +12.6% | 60,280 | +5.5% | 0.16% | +2.5% |
| SCHV | Buy | SCHWAB USus lcap va etf | $2,842,675 | +0.3% | 43,347 | +0.9% | 0.16% | -9.0% |
| QCOM | Buy | QUALCOMM INC | $2,815,540 | +30.2% | 22,069 | +12.2% | 0.16% | +18.4% |
| HON | Buy | HONEYWELL INTL | $2,799,805 | -3.7% | 14,649 | +8.0% | 0.16% | -12.6% |
| MRK | Buy | MERCK & COMPANY | $2,777,570 | +0.2% | 26,107 | +4.5% | 0.16% | -8.6% |
| XLRE | Buy | SELECT SECTORrl est sel sec | $2,764,306 | +3.5% | 73,952 | +2.2% | 0.16% | -6.0% |
| LMT | Buy | LOCKHEED MARTIN | $2,729,587 | -1.1% | 5,774 | +1.8% | 0.16% | -9.8% |
| VO | Sell | VANGUARD MIDmid cap etf | $2,639,484 | +0.4% | 12,514 | -3.0% | 0.15% | -8.5% |
| CSCO | Buy | CISCO SYSTEMS | $2,569,752 | +14.5% | 49,158 | +4.3% | 0.15% | +4.3% |
| DIA | Sell | SPDR DOWut ser 1 | $2,567,064 | -88.0% | 7,718 | -88.1% | 0.15% | -89.1% |
| QUAL | Buy | ISHARES MSCImsci usa qlt fct | $2,558,791 | +14.0% | 20,625 | +4.8% | 0.15% | +3.5% |
| DOW | Sell | DOW INC | $2,542,461 | +7.6% | 46,378 | -1.1% | 0.14% | -2.0% |
| ABT | Buy | ABBOTT LABORATORIES | $2,544,671 | -5.6% | 25,130 | +2.4% | 0.14% | -14.2% |
| SCHP | Sell | SCHWAB USus tips etf | $2,504,192 | +3.0% | 46,711 | -0.5% | 0.14% | -6.5% |
| CQQQ | Buy | INVESCO CHINAchina technlgy | $2,505,411 | +9.7% | 53,776 | +2.2% | 0.14% | -0.7% |
| NFLX | Buy | NETFLIX INC | $2,495,737 | +87.2% | 7,224 | +59.8% | 0.14% | +69.0% |
| MOAT | Buy | VANECK MORNINGSTARmorningstar wide | $2,491,728 | +31.3% | 33,750 | +15.5% | 0.14% | +19.3% |
| DAL | Sell | DELTA AIRLINES | $2,465,358 | -1.5% | 70,600 | -7.3% | 0.14% | -10.2% |
| FPE | Buy | FIRST TRUSTpfd secs inc etf | $2,433,150 | -3.0% | 152,453 | +2.1% | 0.14% | -12.0% |
| ARCC | Buy | ARES CAPITAL | $2,425,249 | +5.7% | 132,708 | +6.8% | 0.14% | -4.2% |
| SPLV | Sell | INVESCO EXCHANGEs&p 500 low vol | $2,416,099 | -8.5% | 38,720 | -6.3% | 0.14% | -16.9% |
| MAR | Sell | MARRIOTT INTLcl a | $2,414,645 | +6.4% | 14,543 | -4.6% | 0.14% | -3.5% |
| PEY | Buy | INVESCO HIGHhig yld eq div | $2,406,102 | +0.7% | 120,789 | +4.6% | 0.14% | -8.7% |
| FTSM | Buy | FIRST TRUSTfirst tr enh new | $2,387,566 | +1.4% | 40,120 | +1.2% | 0.14% | -8.1% |
| SMH | Buy | VANECK SEMICONDUCTORsemiconductr etf | $2,374,730 | +43.2% | 9,023 | +10.4% | 0.14% | +30.8% |
| MAIN | Buy | MAIN STREET | $2,370,844 | +11.7% | 60,082 | +4.6% | 0.14% | +1.5% |
| FDVV | Sell | FIDELITY COVINGTONhigh divid etf | $2,340,206 | -0.9% | 61,455 | -2.9% | 0.13% | -9.5% |
| QEFA | Sell | SPDR INDEXmsci eafe strtgc | $2,328,055 | +7.7% | 33,584 | -0.4% | 0.13% | -2.2% |
| GDX | Sell | VANECK GOLDgold miners etf | $2,334,169 | -29.9% | 72,153 | -37.9% | 0.13% | -36.4% |
| XSVM | Sell | INVESCO S&Ps&p smcp vlu mnt | $2,306,422 | -2.4% | 50,657 | -1.9% | 0.13% | -10.8% |
| IWR | Buy | ISHARES RUSSELLrus mid cap etf | $2,298,588 | +48.6% | 32,875 | +43.3% | 0.13% | +35.1% |
| TGT | Buy | TARGET CORP | $2,293,033 | +35.3% | 13,844 | +21.7% | 0.13% | +22.4% |
| SCZ | Buy | ISHARES MSCIeafe sml cp etf | $2,262,406 | +83.4% | 38,017 | +74.0% | 0.13% | +65.4% |
| SHY | Sell | ISHARES 1-3YR1 3 yr treas bd | $2,220,692 | -18.7% | 27,029 | -19.7% | 0.13% | -26.2% |
| LGLV | Buy | SPDR SSGAssga us lrg etf | $2,166,627 | +1.6% | 15,838 | +0.8% | 0.12% | -7.5% |
| AMGN | Buy | AMGEN INC | $2,179,447 | -4.2% | 9,015 | +4.1% | 0.12% | -13.3% |
| TMO | Buy | THERMO FISHER | $2,172,402 | +16.0% | 3,769 | +10.8% | 0.12% | +5.1% |
| SCHM | Buy | SCHWAB USus mid-cap etf | $2,168,177 | +13.8% | 31,955 | +10.0% | 0.12% | +3.3% |
| IYW | Sell | ISHARES TECHNOLOGYu.s. tech etf | $2,146,835 | +20.2% | 23,132 | -3.5% | 0.12% | +9.8% |
| VB | Buy | VANGUARD SMALLsmall cp etf | $2,143,062 | +10.1% | 11,305 | +6.6% | 0.12% | 0.0% |
| SBUX | Buy | STARBUCKS CORP | $2,120,847 | +14.8% | 20,367 | +9.3% | 0.12% | +4.3% |
| QCLN | Buy | FIRST TRUSTnas cledg green | $2,114,690 | +18.3% | 40,488 | +6.9% | 0.12% | +8.0% |
| UNP | Sell | UNION PACIFIC CORP | $2,079,329 | -3.5% | 10,332 | -0.7% | 0.12% | -11.9% |
| R | Sell | RYDER SYSTEM | $2,082,043 | +3.5% | 23,331 | -3.0% | 0.12% | -5.6% |
| LIT | Sell | GLOBAL Xlithium btry etf | $2,085,062 | +5.7% | 32,810 | -2.5% | 0.12% | -4.0% |
| AMD | Buy | ADVANCED MICRO | $2,091,149 | +80.5% | 21,336 | +19.3% | 0.12% | +63.0% |
| PPA | Sell | INVESCO AEROSPACEaerospace defn | $2,068,042 | -0.4% | 25,674 | -3.0% | 0.12% | -9.2% |
| VFH | Buy | VANGUARD FINANCIALSfinancials etf | $2,075,245 | +22.4% | 26,643 | +30.0% | 0.12% | +11.3% |
| DGRO | Sell | ISHARES COREcore div grwth | $2,049,832 | -4.5% | 41,005 | -4.5% | 0.12% | -13.3% |
| ET | Buy | ENERGY TRANSFER | $2,024,002 | +10.5% | 162,310 | +5.2% | 0.12% | +0.9% |
| VONG | Sell | VANGUARD RUSSELLvng rus1000grw | $1,988,158 | +12.0% | 31,613 | -1.9% | 0.11% | +0.9% |
| Sell | PROSHARES TRbitcoin strate | $1,975,538 | +67.5% | 112,759 | -0.3% | 0.11% | +52.7% | |
| VDE | Buy | VANGUARD ENERGYenergy etf | $1,981,563 | +2.8% | 17,347 | +9.1% | 0.11% | -6.6% |
| GWX | Buy | SPDR S&Ps&p intl smlcp | $1,982,452 | +24.7% | 64,012 | +18.4% | 0.11% | +13.0% |
| BSCQ | Buy | INVESCO BULLETSHARES | $1,977,983 | +22.1% | 103,235 | +20.6% | 0.11% | +10.8% |
| VTEB | Buy | VANGUARD MUNICIPALtax exempt bd | $1,955,203 | +22.7% | 38,595 | +19.8% | 0.11% | +12.0% |
| BSCR | Buy | INVESCO BULLETSHARES | $1,968,552 | +22.6% | 101,971 | +20.6% | 0.11% | +10.9% |
| CAT | Buy | CATERPILLAR INC | $1,957,600 | -0.8% | 8,554 | +3.8% | 0.11% | -9.7% |
| DYLD | Buy | TWO ROADSleadershares dy | $1,937,353 | +15.9% | 85,968 | +13.5% | 0.11% | +5.7% |
| HYMB | New | SPDR SER TRnuveen bloomberg | $1,926,353 | – | 76,931 | +100.0% | 0.11% | – |
| XME | Sell | SPDR SERIESs&p metals mng | $1,929,505 | +6.1% | 36,296 | -0.6% | 0.11% | -3.5% |
| F | Buy | FORD MOTOR | $1,933,605 | +13.3% | 153,461 | +4.5% | 0.11% | +2.8% |
| IGM | Sell | ISHARES EXPANDEDexpnd tec sc etf | $1,909,356 | +19.4% | 5,627 | -1.5% | 0.11% | +9.0% |
| BUG | Buy | GLOBAL Xcybrscurty etf | $1,893,506 | +66.2% | 80,746 | +47.1% | 0.11% | +50.0% |
| IBM | Buy | INTL BUSINESS | $1,884,813 | +8.0% | 14,378 | +16.1% | 0.11% | -1.8% |
| BMY | Buy | BRISTOL MYERS | $1,889,462 | +6.8% | 27,261 | +10.8% | 0.11% | -2.7% |
| PFIG | Sell | INVESCO EXCHANGEfndmntl ig crp | $1,855,654 | -74.4% | 79,141 | -74.9% | 0.11% | -76.7% |
| UPS | Buy | UNITED PARCELcl b | $1,849,472 | +13.4% | 9,534 | +1.7% | 0.11% | +3.9% |
| PTH | Buy | INVESCO DWAdwa healthcare | $1,851,729 | -0.4% | 16,495 | +9.2% | 0.11% | -9.4% |
| MUB | Sell | ISHARES NATIONALnational mun etf | $1,835,397 | -5.5% | 17,035 | -7.5% | 0.10% | -13.9% |
| SCHA | Sell | SCHWAB USus sml cap etf | $1,824,952 | +1.5% | 43,524 | -1.9% | 0.10% | -8.0% |
| SO | Buy | SOUTHERN COMPANY | $1,798,311 | +3.4% | 25,845 | +6.1% | 0.10% | -5.5% |
| IHDG | Buy | WISDOMTREE TRUSTitl hdg qtly div | $1,802,130 | +256.6% | 45,716 | +222.3% | 0.10% | +221.9% |
| EFAV | Sell | ISHARES MSCImsci eafe min vl | $1,748,328 | +1.9% | 25,844 | -4.2% | 0.10% | -7.4% |
| DES | Buy | WISDOMTREE U Sus smallcap divd | $1,749,188 | +0.8% | 61,246 | +0.4% | 0.10% | -8.3% |
| ETY | Buy | EATON VANCE | $1,740,109 | +11.8% | 149,109 | +4.1% | 0.10% | +1.0% |
| VNQ | Buy | VANGUARD REALreal estate etf | $1,731,321 | +0.7% | 20,849 | +0.0% | 0.10% | -8.3% |
| IHI | Sell | ISHARES U Su.s. med dvc etf | $1,708,488 | +1.5% | 31,650 | -1.1% | 0.10% | -7.5% |
| BAC | Buy | BANK AMERICA | $1,710,894 | -12.9% | 59,821 | +0.9% | 0.10% | -20.3% |
| QQQM | Buy | INVESCO NASDAQnasdaq 100 etf | $1,715,655 | +25.7% | 12,997 | +4.3% | 0.10% | +14.0% |
| IAU | Buy | ISHARES GOLDishares new | $1,711,711 | +13.0% | 45,804 | +4.6% | 0.10% | +3.2% |
| DBA | Sell | INVESCO MULTIagriculture fd | $1,695,858 | -15.9% | 83,008 | -17.1% | 0.10% | -23.6% |
| IVW | Sell | ISHARES S&Ps&p 500 grwt etf | $1,679,513 | +7.6% | 26,288 | -1.5% | 0.10% | -2.0% |
| ARKK | Buy | ARK INNOVATIONinnovation etf | $1,674,179 | +36.3% | 41,502 | +5.6% | 0.10% | +24.7% |
| ABNB | Buy | AIRBNB INC | $1,669,326 | +46.8% | 13,419 | +0.9% | 0.10% | +33.8% |
| USFD | Sell | US FOODS | $1,661,338 | +5.9% | 44,974 | -2.5% | 0.10% | -4.0% |
| MO | Buy | ALTRIA GROUP | $1,655,247 | -2.4% | 37,096 | +0.0% | 0.09% | -12.1% |
| RINF | Sell | PROSHARES 30inflatn expectns | $1,642,977 | -41.2% | 51,088 | -39.8% | 0.09% | -46.6% |
| DE | Buy | DEERE & CO | $1,648,582 | -2.7% | 3,993 | +1.0% | 0.09% | -11.3% |
| EFA | Buy | ISHARES MSCImsci eafe etf | $1,631,164 | +32.2% | 22,807 | +21.3% | 0.09% | +19.2% |
| GS | Buy | GOLDMAN SACHS | $1,629,009 | -1.4% | 4,980 | +3.5% | 0.09% | -10.6% |
| ANGL | Buy | VANECK FALLENfallen angel hg | $1,636,170 | +5.1% | 58,393 | +1.4% | 0.09% | -5.1% |
| IGSB | Buy | ISHARES 1-5 YEAR | $1,621,633 | +90.8% | 32,086 | +88.1% | 0.09% | +75.5% |
| ICF | Buy | ISHARES COHENcohen steer reit | $1,621,365 | +7.6% | 29,193 | +6.2% | 0.09% | -2.1% |
| DVN | Sell | DEVON ENERGY | $1,617,204 | -21.6% | 31,954 | -4.7% | 0.09% | -29.2% |
| BLMN | Sell | BLOOMIN BRANDS | $1,613,275 | +12.4% | 62,896 | -11.8% | 0.09% | +2.2% |
| CRM | Buy | SALESFORCE INC | $1,592,947 | +58.4% | 7,974 | +5.2% | 0.09% | +44.4% |
| RTX | Buy | RAYTHEON TECHNOLOGIES | $1,593,684 | +3.2% | 16,274 | +6.3% | 0.09% | -6.2% |
| DFAC | Buy | DIMENSIONAL USus core equity 2 | $1,581,777 | +9.9% | 62,079 | +4.8% | 0.09% | 0.0% |
| DUK | Buy | DUKE ENERGY | $1,568,503 | -3.9% | 16,259 | +2.6% | 0.09% | -12.6% |
| SPHB | Buy | INVESCO EXCHANGEs&p 500 hb etf | $1,556,260 | +13.2% | 22,245 | +0.9% | 0.09% | +3.5% |
| NSC | Buy | NORFOLK SOUTHERN | $1,557,790 | +4.4% | 7,348 | +21.4% | 0.09% | -5.3% |
| CVS | Sell | CVS HEALTH | $1,550,213 | -22.8% | 20,861 | -3.2% | 0.09% | -30.2% |
| XMHQ | Buy | INVESCO S&Ps&p mdcp quality | $1,539,025 | +9.6% | 20,970 | +3.2% | 0.09% | 0.0% |
| REM | Sell | ISHARES MORTGAGEmortge rel etf | $1,513,833 | -6.1% | 69,315 | -2.4% | 0.09% | -14.9% |
| LOW | Buy | LOWES COMPANIES | $1,476,016 | +8.8% | 7,381 | +8.4% | 0.08% | -1.2% |
| MDYG | Buy | SPDR SERIESs&p 400 mdcp grw | $1,453,888 | +13.3% | 21,243 | +8.2% | 0.08% | +2.5% |
| IYE | Buy | ISHARES U Su.s. energy etf | $1,433,827 | +51.5% | 32,773 | +60.9% | 0.08% | +39.0% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $1,430,183 | +11.4% | 27,367 | +9.5% | 0.08% | +1.2% |
| VOE | Sell | VANGUARD MIDmcap vl idxvip | $1,425,457 | -2.7% | 10,632 | -1.9% | 0.08% | -12.0% |
| IJS | Buy | ISHARES S&Psp smcp600vl etf | $1,401,593 | +11.8% | 14,976 | +9.0% | 0.08% | +1.3% |
| PM | Buy | PHILIP MORRIS | $1,403,501 | +1.1% | 14,432 | +5.2% | 0.08% | -8.0% |
| XSD | Buy | SPDR SERIESs&p semicndctr | $1,396,863 | +28.0% | 6,696 | +2.6% | 0.08% | +15.9% |
| RWL | Buy | INVESCO S&Ps&p 500 revenue | $1,383,353 | +17.9% | 18,178 | +14.6% | 0.08% | +6.8% |
| O | Buy | REALTY INCOME | $1,381,865 | +2.1% | 21,823 | +2.2% | 0.08% | -7.1% |
| PYPL | Buy | PAYPAL HOLDINGS | $1,392,446 | +46.5% | 18,336 | +37.4% | 0.08% | +31.7% |
| TSN | Buy | TYSON FOODScl a | $1,372,507 | -1.2% | 23,137 | +3.7% | 0.08% | -10.3% |
| IVE | Buy | ISHARES S&Ps&p 500 val etf | $1,365,154 | +7.8% | 8,996 | +3.0% | 0.08% | -2.5% |
| ADBE | Buy | ADOBE INC | $1,363,826 | +15.9% | 3,539 | +1.2% | 0.08% | +5.4% |
| TSLX | Buy | SIXTH STREET83012a 10 9 | $1,351,131 | +12.5% | 73,833 | +9.4% | 0.08% | +2.7% |
| XAR | Buy | SPDR S&Paerospace def | $1,349,836 | +19.8% | 11,546 | +12.8% | 0.08% | +8.5% |
| IEF | Buy | ISHARES 7-10YR7-10 yr trsy bd | $1,334,536 | +116.9% | 13,464 | +109.6% | 0.08% | +94.9% |
| IEFA | Sell | ISHARES COREcore msci eafe | $1,327,542 | +4.3% | 19,859 | -3.8% | 0.08% | -5.0% |
| FDN | Buy | FIRST TRUSTdj internt idx | $1,333,623 | +25.7% | 9,020 | +4.7% | 0.08% | +13.4% |
| NKE | Buy | NIKE INCcl b | $1,325,003 | +10.7% | 10,804 | +5.7% | 0.08% | +1.3% |
| PTF | Buy | INVESCO DWAdwa technology | $1,327,270 | +44.2% | 10,151 | +25.0% | 0.08% | +31.0% |
| CP | Sell | CANADIAN PACIFIC | $1,321,226 | -5.5% | 17,172 | -8.4% | 0.08% | -14.8% |
| AIG | Sell | AMERICAN INTL | $1,292,446 | -23.8% | 25,664 | -4.3% | 0.07% | -30.8% |
| DWAS | Sell | INVESCO DWAdwa smlcp ment | $1,297,928 | -0.4% | 17,618 | -1.6% | 0.07% | -9.8% |
| LSAF | Buy | TWO ROADS | $1,285,470 | +10.7% | 42,253 | +9.5% | 0.07% | 0.0% |
| ETJ | Sell | EATON VANCE | $1,281,041 | -8.0% | 161,137 | -13.3% | 0.07% | -17.0% |
| LRCX | Sell | LAM RESEARCH CORPORATION | $1,270,923 | +12.8% | 2,397 | -10.6% | 0.07% | +2.8% |
| CACG | LEGG MASONclrbrdg al cp gw | $1,286,283 | +13.9% | 34,128 | 0.0% | 0.07% | +2.8% | |
| PANW | Buy | PALO ALTO | $1,261,962 | +47.3% | 6,318 | +2.9% | 0.07% | +33.3% |
| CSX | Buy | CSX CORP | $1,253,648 | +1.2% | 41,872 | +4.7% | 0.07% | -7.7% |
| CMCSA | Buy | COMCAST CORPcl a | $1,256,827 | +21.2% | 33,153 | +11.8% | 0.07% | +10.8% |
| MPC | Buy | MARATHON PETROLEUM | $1,248,537 | +33.1% | 9,260 | +14.9% | 0.07% | +20.3% |
| DHR | Buy | DANAHER CORP | $1,236,670 | -2.3% | 4,907 | +2.9% | 0.07% | -11.2% |
| WPC | Buy | W P CAREY | $1,250,793 | +0.5% | 16,150 | +1.4% | 0.07% | -9.0% |
| DEM | New | WISDOMTREE TRUST EMER MKT HIGH FD ETFemer mkt high fd etf | $1,234,119 | – | 32,597 | +100.0% | 0.07% | – |
| ORCL | Sell | ORACLE CORP | $1,218,371 | -34.3% | 13,112 | -42.2% | 0.07% | -40.2% |
| SLY | Sell | SPDR SERIESs&p 600 sml cap | $1,226,300 | -3.0% | 14,594 | -5.1% | 0.07% | -11.4% |
| LPX | Sell | LA PAC CORP | $1,234,318 | -11.1% | 22,769 | -2.9% | 0.07% | -19.5% |
| IYG | Buy | ISHARES U Su.s. fin svc etf | $1,212,829 | +8.7% | 8,034 | +13.4% | 0.07% | -1.4% |
| IWB | Buy | ISHARES RUSSELLrus 1000 etf | $1,202,702 | +7.0% | 5,340 | +0.0% | 0.07% | -2.8% |
| SPPP | Buy | SPROTT PHYSICALunit | $1,206,782 | -8.3% | 98,835 | +2.2% | 0.07% | -16.9% |
| SMMV | Buy | ISHARES MSCImsci usa smcp mn | $1,191,707 | +0.2% | 34,363 | +0.0% | 0.07% | -9.3% |
| NOW | Buy | SERVICENOW INC | $1,172,022 | +48.0% | 2,522 | +23.6% | 0.07% | +34.0% |
| DVY | Sell | ISHARES SELECTselect divid etf | $1,167,759 | -10.0% | 9,966 | -7.4% | 0.07% | -18.3% |
| LSAT | Buy | TWO ROADS | $1,154,254 | +12.6% | 36,297 | +9.4% | 0.07% | +3.1% |
| BX | Buy | BLACKSTONE INC | $1,147,909 | +25.5% | 13,068 | +6.0% | 0.07% | +15.8% |
| VCSH | Sell | VANGUARD SHORTshrt trm corp bd | $1,159,796 | -2.7% | 15,214 | -4.1% | 0.07% | -12.0% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $1,160,607 | +10.0% | 39,706 | +8.7% | 0.07% | 0.0% |
| GRID | Sell | FIRST TRUSTnasdq cln edge | $1,146,145 | -81.1% | 11,736 | -83.1% | 0.06% | -82.9% |
| FEX | Sell | FIRST TRUST | $1,138,777 | -3.2% | 14,146 | -3.7% | 0.06% | -12.2% |
| SLYG | Buy | SPDR SERIESs&p 600 smcp grw | $1,137,061 | +6.8% | 15,418 | +4.6% | 0.06% | -3.0% |
| IYJ | Buy | ISHARES U Sus industrials | $1,133,919 | +71.4% | 11,321 | +65.1% | 0.06% | +54.8% |
| IJT | Sell | ISHARES S&Ps&p sml 600 gwt | $1,126,008 | +0.2% | 10,242 | -1.5% | 0.06% | -9.9% |
| VV | Sell | VANGUARD LARGElarge cap etf | $1,120,883 | +0.5% | 6,000 | -6.3% | 0.06% | -8.6% |
| VLO | Buy | VALERO ENERGY | $1,129,064 | +15.2% | 8,088 | +4.7% | 0.06% | +3.2% |
| NULG | Sell | NUVEEN ESGnuveen esg lrgcp | $1,115,747 | -17.4% | 20,017 | -27.5% | 0.06% | -24.7% |
| PZA | Buy | INVESCO NATIONALnatl amt muni | $1,113,333 | +100.4% | 47,016 | +94.1% | 0.06% | +82.9% |
| CMI | Buy | CUMMINS INC | $1,103,072 | -1.2% | 4,618 | +0.2% | 0.06% | -10.0% |
| MBB | Sell | ISHARES MBSmbs etf | $1,099,914 | -4.3% | 11,611 | -6.3% | 0.06% | -12.5% |
| LULU | Sell | LULULEMON ATHLETICA | $1,099,122 | +10.4% | 3,018 | -2.9% | 0.06% | 0.0% |
| LMBS | Buy | FIRST TRUSTfst low oppt eft | $1,085,648 | +5.0% | 22,679 | +4.0% | 0.06% | -4.6% |
| DDIV | New | FIRST TRUSTdorseywright mom | $1,076,916 | – | 38,850 | +100.0% | 0.06% | – |
| IWV | Buy | ISHARES RUSSELLrussell 3000 etf | $1,065,531 | +6.7% | 4,526 | +0.0% | 0.06% | -3.2% |
| BFC | Buy | BANK FIRST | $1,069,377 | -20.6% | 14,534 | +0.1% | 0.06% | -28.2% |
| NUE | Sell | NUCOR CORP | $1,055,110 | +16.3% | 6,831 | -0.7% | 0.06% | +5.3% |
| New | STEPSTONE PRIVATE MARKETS CL Iprivate markets cl i | $1,050,971 | – | 22,857 | +100.0% | 0.06% | – | |
| Buy | GENERAL ELECTRIC | $1,057,559 | +53.6% | 11,062 | +5.0% | 0.06% | +39.5% | |
| VOT | Sell | VANGUARD MIDmcap gr idxvip | $1,055,061 | +7.8% | 5,414 | -0.6% | 0.06% | -3.2% |
| BIL | Buy | SPDR BLOOMBERGbloomberg 1-3 mo | $1,033,220 | +171.4% | 11,253 | +170.4% | 0.06% | +145.8% |
| EPD | Buy | ENTERPRISE PRODUCTS | $1,027,033 | +9.1% | 39,654 | +1.6% | 0.06% | 0.0% |
| BABA | Buy | ALIBABA GROUPsponsored ads | $1,030,693 | +18.4% | 10,087 | +2.1% | 0.06% | +7.3% |
| MCHI | Buy | ISHARES MSCImsci china etf | $1,032,943 | +9.6% | 20,704 | +4.4% | 0.06% | 0.0% |
| PWB | Buy | INVESCO DYNAMICdynmc lrg gwth | $1,041,928 | +8.9% | 16,033 | +0.1% | 0.06% | -1.7% |
| ADM | Sell | ARCHER DANIELS | $1,013,659 | -22.5% | 12,725 | -9.7% | 0.06% | -29.3% |
| SDVY | Buy | FIRST TRUSTsmid risng etf | $1,019,538 | +18.3% | 38,256 | +15.6% | 0.06% | +7.4% |
| PLD | Sell | PROLOGIS INC | $1,008,021 | +10.6% | 8,079 | -0.1% | 0.06% | +1.8% |
| AXP | Sell | AMERICAN EXPRESS | $1,018,612 | -41.4% | 6,175 | -47.5% | 0.06% | -46.8% |
| FDL | New | FIRST TRUST | $1,009,132 | – | 28,426 | +100.0% | 0.06% | – |
| EFG | Buy | ISHARES MSCIeafe grwth etf | $1,023,573 | +45.7% | 10,926 | +30.2% | 0.06% | +31.8% |
| HEI | Buy | HEICO CORP | $1,002,811 | +11.6% | 5,863 | +0.3% | 0.06% | +1.8% |
| IBTD | New | ISHARES IBONDSibonds 23 trm ts | $997,362 | – | 40,200 | +100.0% | 0.06% | – |
| GNOM | Buy | GLOBAL Xgenomic biotech | $1,004,890 | +36.7% | 81,566 | +40.3% | 0.06% | +23.9% |
| CME | Buy | CME GROUP | $997,253 | +26.3% | 5,207 | +10.9% | 0.06% | +14.0% |
| TIP | Sell | ISHARES TIPStips bd etf | $995,180 | -6.5% | 9,026 | -9.7% | 0.06% | -14.9% |
| MDYV | Sell | SPDR SERIESs&p 400 mdcp val | $995,166 | -96.8% | 15,060 | -96.8% | 0.06% | -97.0% |
| MOS | Buy | MOSAIC COMPANY | $979,154 | +18.9% | 21,342 | +13.7% | 0.06% | +7.7% |
| SIL | Sell | GLOBAL Xglobal x silver | $967,650 | -2.2% | 31,499 | -10.3% | 0.06% | -11.3% |
| AWK | Buy | AMERICAN WATER | $965,362 | -2.1% | 6,590 | +1.8% | 0.06% | -11.3% |
| VPU | Buy | VANGUARD UTILITIESutilities etf | $941,413 | +0.6% | 6,382 | +4.6% | 0.05% | -8.5% |
| URI | Buy | UNITED RENTALS | $949,875 | +40.9% | 2,400 | +26.5% | 0.05% | +28.6% |
| SLYV | Sell | SPDR SERIESs&p 600 smcp val | $940,261 | +1.6% | 12,343 | -1.0% | 0.05% | -6.9% |
| MU | Sell | MICRON TECHNOLOGY INC | $950,446 | +19.5% | 15,751 | -1.0% | 0.05% | +8.0% |
| IJK | Sell | ISHARES S&Ps&p mc 400gr etf | $943,652 | +3.5% | 13,196 | -1.1% | 0.05% | -5.3% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES | $952,888 | +10.4% | 3,135 | +2.9% | 0.05% | 0.0% |
| WM | Buy | WASTE MANAGEMENT | $941,794 | +12.1% | 5,772 | +7.7% | 0.05% | +1.9% |
| FIXD | Buy | FIRST TRUSTtcw opportunis | $937,431 | +9.4% | 20,804 | +6.6% | 0.05% | 0.0% |
| FNDF | Buy | SCHWAB FUNDAMENTALschwab fdt int lg | $949,806 | +12.1% | 30,374 | +4.2% | 0.05% | +1.9% |
| XSOE | Buy | WISDOMTREE EMERGINGs&p smcp vlu mnt | $943,147 | +29.1% | 33,877 | +23.7% | 0.05% | +17.4% |
| IHAK | Buy | ISHARES CYBERSECURITYcybersecurity | $934,961 | +17.1% | 25,721 | +6.4% | 0.05% | +6.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $928,205 | +2.7% | 13,373 | +0.3% | 0.05% | -7.0% |
| IWP | Buy | ISHARES RUSSELLrus md cp gr etf | $932,155 | +17.4% | 10,238 | +7.8% | 0.05% | +6.0% |
| BRKA | Buy | BERKSHIRE HATHAWAYcl a | $931,200 | +98.7% | 2 | +100.0% | 0.05% | +82.8% |
| MMM | Buy | 3M COMPANY | $903,527 | +25.6% | 8,596 | +43.3% | 0.05% | +15.6% |
| JHMM | Sell | JOHN HANCOCKmultifactor mi | $906,624 | -88.7% | 18,935 | -89.0% | 0.05% | -89.7% |
| VOX | Sell | VANGUARD COMMUNICATION | $903,057 | +15.9% | 9,342 | -1.4% | 0.05% | +6.1% |
| JEPI | Buy | JPMORGANequity premium | $899,497 | +86.6% | 16,474 | +86.2% | 0.05% | +70.0% |
| BND | Buy | VANGUARD TOTALtotal bnd mrkt | $883,148 | -93.8% | 11,962 | +15.9% | 0.05% | -94.4% |
| CHIQ | Buy | GLOBAL Xmsci china cnsmr | $883,718 | +3.7% | 43,770 | +3.6% | 0.05% | -7.4% |
| KKR | KKR & CO | $872,091 | +13.1% | 16,605 | 0.0% | 0.05% | +4.2% | |
| IYY | Sell | ISHARES U Sdow jones us etf | $853,297 | +4.6% | 8,527 | -2.3% | 0.05% | -3.9% |
| SHOP | Buy | SHOPIFY INCcl a | $864,408 | +260.8% | 18,031 | +161.2% | 0.05% | +226.7% |
| EMR | Buy | EMERSON ELECTRIC | $838,512 | -1.8% | 9,623 | +8.3% | 0.05% | -11.1% |
| KRE | Buy | SPDR S&Ps&p regl bkg | $849,107 | -4.1% | 19,359 | +28.4% | 0.05% | -14.3% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $841,410 | +6.8% | 12,844 | +0.4% | 0.05% | -4.0% |
| IUSB | Sell | ISHARES COREcore total usd | $846,748 | -22.0% | 18,348 | -24.0% | 0.05% | -29.4% |
| WPM | Sell | WHEATON PRECIOUS | $841,882 | -9.7% | 17,481 | -0.9% | 0.05% | -18.6% |
| XYLD | Buy | GLOBAL Xs&p 500 covered | $832,478 | +76.6% | 20,555 | +71.7% | 0.05% | +60.0% |
| FDX | Buy | FEDEX CORP | $822,188 | +35.2% | 3,598 | +2.4% | 0.05% | +23.7% |
| SPTI | New | SPDR SER TRportfli intrmdit | $819,515 | – | 28,318 | +100.0% | 0.05% | – |
| SCHX | Sell | SCHWAB USus lrg cap etf | $819,526 | +3.7% | 16,943 | -3.2% | 0.05% | -6.0% |
| CFA | Buy | VICTORYSHARES US | $829,897 | +30.9% | 12,072 | +29.0% | 0.05% | +17.5% |
| DFUS | Buy | DIMENSIONAL USus equity etf | $805,178 | +7.1% | 18,122 | +0.3% | 0.05% | -2.1% |
| New | J P MORGAN EXCHANGE TRADED Fmkt expn enhncd | $799,445 | – | 16,669 | +100.0% | 0.05% | – | |
| ITW | Buy | ILLINOIS TOOL | $799,187 | +26.3% | 3,283 | +14.3% | 0.05% | +15.0% |
| PSX | Buy | PHILLIPS 66 | $811,034 | +26.2% | 8,000 | +29.6% | 0.05% | +15.0% |
| VWO | Buy | VANGUARD FSTEftse emr mkt etf | $803,768 | +16.5% | 19,895 | +12.4% | 0.05% | +7.0% |
| ICLN | Sell | ISHARES GLOBALgl clean ene etf | $809,667 | -3.0% | 40,934 | -2.7% | 0.05% | -11.5% |
| SQEW | Buy | TWO ROADSleadershares eqt | $810,228 | +14.5% | 27,955 | +9.4% | 0.05% | +4.5% |
| VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $808,509 | – | 13,051 | +100.0% | 0.05% | – |
| PHYS | Buy | SPROTT PHYSICALunit | $802,653 | +33.6% | 51,918 | +21.8% | 0.05% | +21.1% |
| DON | Buy | WISDOMTREE U Sus midcap divid | $813,902 | +28.2% | 19,861 | +28.7% | 0.05% | +15.0% |
| GILD | Sell | GILEAD SCIENCES | $781,763 | -4.9% | 9,422 | -1.6% | 0.04% | -13.5% |
| MDT | Buy | MEDTRONIC PLC | $788,609 | +24.2% | 9,782 | +19.8% | 0.04% | +12.5% |
| QYLD | Buy | GLOBAL Xnasdaq 100 cover | $789,878 | +76.1% | 46,057 | +63.3% | 0.04% | +60.7% |
| XT | Sell | ISHARES EXPONENTIAL | $781,533 | -2.7% | 14,830 | -12.6% | 0.04% | -10.0% |
| ED | Buy | CONSOLIDATED EDISON | $792,762 | +4.7% | 8,286 | +4.3% | 0.04% | -6.2% |
| COP | Buy | CONOCOPHILLIPS | $795,941 | -12.5% | 8,023 | +4.1% | 0.04% | -21.1% |
| DLS | Buy | WISDOMTREE INTLintl smcap div | $785,725 | +16.7% | 12,893 | +11.0% | 0.04% | +7.1% |
| ETN | Sell | EATON CORP | $779,425 | +4.4% | 4,549 | -4.4% | 0.04% | -6.4% |
| VGK | Sell | VANGUARD FTSEftse europe etf | $776,514 | +5.9% | 12,740 | -3.6% | 0.04% | -4.3% |
| IDEV | Buy | ISHARES COREcore msci intl | $774,006 | +188.0% | 12,800 | +166.6% | 0.04% | +158.8% |
| AMAT | Buy | APPLIED MATERIALS | $775,083 | +26.6% | 6,310 | +0.4% | 0.04% | +15.8% |
| ADP | Buy | AUTOMATIC DATA | $775,397 | -5.0% | 3,483 | +1.9% | 0.04% | -13.7% |
| CI | Buy | CIGNA CORP | $774,836 | -17.4% | 3,032 | +7.1% | 0.04% | -25.4% |
| ACN | Buy | ACCENTURE PLC | $768,125 | +13.7% | 2,688 | +6.2% | 0.04% | +4.8% |
| AMT | Buy | AMERICAN TOWER | $765,570 | +1.5% | 3,747 | +5.2% | 0.04% | -6.4% |
| PXI | Sell | INVESCO DWAdwa energy mnt | $752,930 | -11.7% | 18,889 | -4.3% | 0.04% | -20.4% |
| VCR | Sell | VANGUARD CONSUMERconsum dis etf | $759,167 | +3.9% | 3,006 | -9.9% | 0.04% | -6.5% |
| EFV | Sell | ISHARES MSCIeafe value etf | $754,273 | -10.7% | 15,542 | -15.5% | 0.04% | -18.9% |
| ALB | Sell | ALBEMARLE CORP | $756,599 | -45.6% | 3,423 | -46.6% | 0.04% | -50.6% |
| ASML | Sell | ASML HOLDINGblackrock txbl | $759,545 | +12.8% | 1,116 | -9.4% | 0.04% | +2.4% |
| BAB | Sell | INVESCO TAXABLEtaxable mun bd | $746,055 | +1.0% | 27,755 | -3.4% | 0.04% | -6.5% |
| MS | Sell | MORGAN STANLEY | $733,168 | +2.6% | 8,350 | -0.6% | 0.04% | -6.7% |
| RGLD | Sell | ROYAL GOLD | $728,391 | +14.4% | 5,616 | -0.5% | 0.04% | +5.0% |
| UBER | Buy | UBER TECHNOLOGIES | $730,497 | +32.2% | 23,044 | +3.1% | 0.04% | +20.0% |
| SHM | Buy | SPDR NUVEENnuveen blmbrg sh | $738,985 | +1.4% | 15,541 | +0.1% | 0.04% | -8.7% |
| RYE | Buy | INVESCO EXCHANGEs&p500 eql enr | $733,052 | -1.9% | 10,728 | +4.3% | 0.04% | -10.6% |
| OKE | Sell | ONEOK INC | $729,111 | -13.2% | 11,475 | -10.2% | 0.04% | -20.8% |
| GSBD | Buy | GOLDMAN SACHS | $729,115 | +14.3% | 53,415 | +14.9% | 0.04% | +5.0% |
| FBT | Sell | FIRST TRUSTny arca biotech | $742,739 | +0.5% | 4,791 | -0.1% | 0.04% | -8.7% |
| ENPH | Buy | ENPHASE ENERGY | $743,549 | -3.6% | 3,536 | +21.5% | 0.04% | -12.5% |
| FMB | Buy | FIRST TRUSTmanagd mun etf | $712,558 | +3.1% | 13,989 | +1.5% | 0.04% | -4.7% |
| KMI | Buy | KINDER MORGAN | $721,548 | +2.4% | 41,208 | +5.7% | 0.04% | -6.8% |
| IEUR | New | ISHARES COREcore msci euro | $718,000 | – | 13,708 | +100.0% | 0.04% | – |
| OXYWS | Sell | OCCIDENTAL PETE*w exp 08/03/202 | $718,853 | -0.6% | 17,533 | -0.0% | 0.04% | -8.9% |
| TSCO | Buy | TRACTOR SUPPLY | $723,065 | +32.3% | 3,076 | +26.6% | 0.04% | +20.6% |
| WFC | Buy | WELLS FARGO | $720,253 | +7.3% | 19,268 | +18.5% | 0.04% | -2.4% |
| AEM | Buy | AGNICO-EAGLE | $720,151 | -27.1% | 14,129 | +0.6% | 0.04% | -33.9% |
| DK | Sell | DELEK US | $713,408 | -40.1% | 31,085 | -29.5% | 0.04% | -45.3% |
| FCX | Buy | FREEPORT MCMORANcl b | $694,948 | +9.2% | 16,987 | +1.4% | 0.04% | 0.0% |
| BLK | Buy | BLACKROCK INC | $703,121 | +13.1% | 1,051 | +19.7% | 0.04% | +2.6% |
| AFL | Buy | AFLAC INC | $692,952 | -4.6% | 10,740 | +6.3% | 0.04% | -13.0% |
| EW | Sell | EDWARDS LIFESCIENCES | $705,772 | +6.6% | 8,531 | -3.9% | 0.04% | -4.8% |
| GPC | Buy | GENUINE PARTS | $701,813 | +11.2% | 4,195 | +15.3% | 0.04% | 0.0% |
| TSM | Buy | TAIWAN SEMICONDUCTORsponsored ads | $694,329 | +40.5% | 7,464 | +12.5% | 0.04% | +29.0% |
| New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $700,296 | – | 15,531 | +100.0% | 0.04% | – | |
| PSLV | Buy | SPROTT PHYSICALtr unit | $697,300 | +10.2% | 83,609 | +8.9% | 0.04% | 0.0% |
| SCHZ | Sell | SCHWAB AGGREGATEus aggregate b | $697,698 | -25.2% | 14,873 | -27.2% | 0.04% | -32.2% |
| Sell | PHILLIPS EDISON | $700,016 | -0.0% | 21,460 | -2.4% | 0.04% | -9.1% | |
| MGK | Buy | VANGUARD MEGAmega grwth ind | $685,008 | +129.6% | 3,350 | +93.2% | 0.04% | +105.3% |
| Buy | DIMENSIONAL USus mktwide value | $683,681 | +0.4% | 20,421 | +0.4% | 0.04% | -9.3% | |
| TFC | Buy | TRUIST FINANCIAL | $684,136 | -12.8% | 20,063 | +10.1% | 0.04% | -20.4% |
| CEF | Buy | SPROTT PHYSICALtr unit | $679,248 | +7.1% | 35,920 | +1.5% | 0.04% | -2.5% |
| SPTL | Buy | SPDR PORTFOLIOspdr ser tr | $685,660 | +23.1% | 22,204 | +15.8% | 0.04% | +11.4% |
| XEL | Buy | XCEL ENERGY | $675,139 | +24.7% | 10,011 | +29.6% | 0.04% | +14.7% |
| CLX | Sell | CLOROX COMPANY | $681,761 | +9.1% | 4,308 | -3.2% | 0.04% | 0.0% |
| PXJ | Sell | INVESCO DYNAMICdynmc oil gas | $685,098 | -3.6% | 137,294 | -1.1% | 0.04% | -13.3% |
| FPF | Sell | FIRST TRUST | $690,012 | -22.5% | 43,727 | -17.1% | 0.04% | -30.4% |
| BOND | PIMCO ETF TRactive bd etf | $670,063 | +2.5% | 7,224 | 0.0% | 0.04% | -7.3% | |
| D | Sell | DOMINION ENERGY | $669,315 | -10.5% | 11,971 | -1.9% | 0.04% | -19.1% |
| RBLX | Sell | ROBLOX CORPcl a | $657,159 | +57.8% | 14,610 | -0.2% | 0.04% | +46.2% |
| SHW | Sell | SHERWIN WILLIAMS | $672,627 | -59.5% | 2,993 | -57.2% | 0.04% | -63.5% |
| PBD | Buy | INVESCO GLOBALgbl clean enrg | $658,056 | +10.0% | 33,392 | +2.4% | 0.04% | 0.0% |
| ENB | Buy | ENBRIDGE INC | $658,158 | +9.2% | 17,252 | +12.0% | 0.04% | 0.0% |
| KMB | Buy | KIMBERLY CLARK | $662,688 | +24.5% | 4,937 | +25.9% | 0.04% | +15.2% |
| NOC | Buy | NORTHROP GRUMMAN | $657,299 | -14.8% | 1,424 | +0.7% | 0.04% | -20.8% |
| WBA | Buy | WALGREENS BOOTS | $646,625 | +18.6% | 18,699 | +28.2% | 0.04% | +8.8% |
| DLN | Buy | WISDOMTREE U Sus largecap divd | $640,846 | +0.8% | 10,360 | +1.0% | 0.04% | -7.5% |
| PRU | Buy | PRUDENTIAL FINANCIAL | $641,687 | -6.8% | 7,755 | +12.1% | 0.04% | -14.0% |
| VAW | Buy | VANGUARD MATERIALSmaterials etf | $648,509 | +72.7% | 3,647 | +65.3% | 0.04% | +54.2% |
| ULTA | Buy | ULTA BEAUTY | $639,526 | +19.4% | 1,172 | +2.6% | 0.04% | +8.8% |
| VPN | Sell | GLOBAL Xdata ctr reits | $640,707 | +0.6% | 48,760 | -4.4% | 0.04% | -7.5% |
| BBEU | New | J P MORGAN EXCHANGE TRADED Fbetabuilders eur | $652,007 | – | 12,214 | +100.0% | 0.04% | – |
| CTVA | Buy | CORTEVA INC | $642,283 | +187.5% | 10,650 | +180.3% | 0.04% | +164.3% |
| FPX | Sell | FIRST TRUSTus eqty oppt etf | $645,816 | +2.5% | 7,684 | -4.0% | 0.04% | -7.5% |
| TJX | Buy | TJX COS | $643,962 | +23.4% | 8,218 | +25.4% | 0.04% | +12.1% |
| SRLN | Sell | SPDR BLACKSTONEblackstone senr | $634,567 | -32.8% | 15,306 | -33.7% | 0.04% | -39.0% |
| ECL | New | ECOLAB INC COM | $628,785 | – | 3,799 | +100.0% | 0.04% | – |
| FLQM | Sell | FRANKLIN USlibertyq us mid | $629,997 | +0.5% | 14,563 | -3.6% | 0.04% | -7.7% |
| SNOW | Buy | SNOWFLAKE INCcl a | $630,740 | +31.9% | 4,088 | +22.7% | 0.04% | +20.0% |
| BBN | BLACKROCK TXBL | $635,507 | +6.4% | 35,463 | 0.0% | 0.04% | -5.3% | |
| HEDJ | Sell | WISDOMTREE TRUSTeurope hedged eq | $631,373 | +10.4% | 7,680 | -6.0% | 0.04% | 0.0% |
| IBMM | New | ISHARES IBONDSibonds dec | $612,082 | – | 23,660 | +100.0% | 0.04% | – |
| CIBR | Sell | FIRST TRUSTnasdaq cyb etf | $608,407 | +7.6% | 14,232 | -2.5% | 0.04% | -2.8% |
| FXD | Buy | FIRST TRUSTconsumr discre | $605,782 | +7.9% | 11,665 | +0.1% | 0.04% | 0.0% |
| IBB | Sell | ISHARES BIOTECHNOLOGYnasdaq biotech | $612,649 | -6.9% | 4,743 | -5.4% | 0.04% | -14.6% |
| IWO | Buy | ISHARES RUSSELLrus 2000 grw etf | $609,775 | +5.8% | 2,688 | +0.1% | 0.04% | -2.8% |
| New | LINDE PLC COM | $615,765 | – | 1,732 | +100.0% | 0.04% | – | |
| IBMN | New | ISHARES IBONDSibonds dec 25 | $613,476 | – | 23,054 | +100.0% | 0.04% | – |
| RYLD | Buy | GLOBAL RUSSELLrussell 2000 | $615,870 | +201.2% | 34,291 | +215.4% | 0.04% | +169.2% |
| VRTX | Sell | VERTEX PHARMACEUTICALS | $612,183 | +5.3% | 1,943 | -3.5% | 0.04% | -5.4% |
| FFTY | Buy | INNOVATOR IBDibd 50 etf | $598,102 | +22.8% | 25,298 | +13.4% | 0.03% | +9.7% |
| GM | Sell | GENERAL MOTORS | $597,993 | +6.2% | 16,303 | -2.6% | 0.03% | -2.9% |
| GLOB | Buy | GLOBANT S A | $594,040 | +0.8% | 3,622 | +3.4% | 0.03% | -8.1% |
| ALTL | Buy | PACER LUNTlunt lrg cp altr | $591,597 | +14.9% | 15,581 | +22.5% | 0.03% | +6.2% |
| PBJ | Sell | INVESCO DYNAMICdynmc food bev | $597,993 | -26.4% | 12,902 | -27.5% | 0.03% | -33.3% |
| PEG | Buy | PUBLIC SERVICE | $598,567 | +21.2% | 9,585 | +18.9% | 0.03% | +9.7% |
| ZTS | Sell | ZOETIS INC | $575,681 | +9.3% | 3,459 | -3.8% | 0.03% | 0.0% |
| AVUS | Buy | AVANTIS U Sus eqt etf | $571,897 | +5.2% | 8,069 | +1.0% | 0.03% | -2.9% |
| VLUE | Buy | ISHARES MSCImsci usa value | $586,169 | +5.1% | 6,331 | +3.4% | 0.03% | -5.7% |
| VPL | VANGUARD FTSEftse pacific etf | $579,793 | +5.4% | 8,549 | 0.0% | 0.03% | -5.7% | |
| EEM | Buy | ISHARES MSCImsci emg mkt etf | $563,540 | +67.6% | 14,281 | +61.0% | 0.03% | +52.4% |
| LPLA | Sell | LPL FINANCIAL | $552,169 | -6.6% | 2,728 | -0.2% | 0.03% | -13.5% |
| FTGC | Sell | FIRST TRUSTfst tr glb fd | $554,584 | -21.4% | 23,609 | -18.1% | 0.03% | -27.3% |
| PSCE | Buy | INVESCO S&Ps&p smlcp engy | $562,557 | -8.4% | 60,686 | +0.6% | 0.03% | -17.9% |
| UL | Sell | UNILEVER PLCspon adr new | $562,870 | +1.8% | 10,839 | -1.3% | 0.03% | -8.6% |
| IYK | Sell | ISHARES U Su.s. cnsm gd etf | $563,874 | -26.4% | 2,830 | -25.1% | 0.03% | -33.3% |
| Sell | RXSIGHT INC | $556,278 | +26.4% | 33,350 | -4.0% | 0.03% | +14.3% | |
| ON | Buy | ON SEMICONDUCTOR | $557,058 | +47.9% | 6,767 | +12.1% | 0.03% | +33.3% |
| OXY | Buy | OCCIDENTAL PETROLEUM | $543,994 | +8.6% | 8,714 | +9.6% | 0.03% | 0.0% |
| CEFS | EXCHANGE LISTEDsaba int rate | $542,692 | +5.8% | 29,723 | 0.0% | 0.03% | -3.1% | |
| EXC | Buy | EXELON CORP | $538,052 | +22.2% | 12,844 | +26.1% | 0.03% | +10.7% |
| OIA | Buy | INVESCO MUNICIPAL | $549,417 | +7.0% | 82,744 | +0.6% | 0.03% | -3.1% |
| STZ | Buy | CONSTELLATION BRANDScl a | $543,388 | -0.7% | 2,406 | +1.9% | 0.03% | -8.8% |
| EEMV | Sell | ISHARES MSCImsci emerg mrkt | $537,909 | -0.9% | 9,857 | -3.7% | 0.03% | -8.8% |
| CWB | Buy | SPDR BLOOMBERGblmbrg brc cnvr | $538,679 | +8.6% | 8,032 | +4.2% | 0.03% | 0.0% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $542,389 | +5.8% | 9,185 | +11.3% | 0.03% | -3.1% |
| ADSK | Sell | AUTODESK INC | $551,620 | +10.7% | 2,650 | -0.6% | 0.03% | 0.0% |
| REMX | Sell | VANECK RARErare earth/strtg | $527,430 | +4.7% | 6,465 | -2.2% | 0.03% | -6.2% |
| HSY | Buy | HERSHEY COMPANY | $533,860 | +45.1% | 2,098 | +32.0% | 0.03% | +30.4% |
| REET | Sell | ISHARES GLOBALglobal reit etf | $525,471 | -0.5% | 22,916 | -1.5% | 0.03% | -9.1% |
| BOTZ | Buy | GLOBAL Xrbtcs artfl inte | $525,483 | +28.2% | 20,607 | +3.3% | 0.03% | +15.4% |
| IWS | Buy | ISHARES RUSSrus mdcp val etf | $519,412 | +7.0% | 4,891 | +6.2% | 0.03% | 0.0% |
| BIV | Sell | VANGUARD INTERMEDIATEintermed term | $521,205 | -6.9% | 6,792 | -9.8% | 0.03% | -14.3% |
| FIVG | Sell | ETF DEFIANCEdefiance next | $519,408 | -3.6% | 15,840 | -12.2% | 0.03% | -11.8% |
| TAN | Buy | INVESCO SOLARsolar etf | $526,583 | +25.2% | 6,783 | +17.6% | 0.03% | +15.4% |
| EPAM | Buy | EPAM SYSTEMS | $524,446 | -6.6% | 1,754 | +2.3% | 0.03% | -14.3% |
| VDC | Buy | VANGUARD CONSUMERconsum stp etf | $521,111 | +44.1% | 2,693 | +42.7% | 0.03% | +30.4% |
| GMED | Sell | GLOBUS MEDICALcl a | $508,720 | -28.9% | 8,982 | -6.8% | 0.03% | -35.6% |
| MRVL | Buy | MARVELL TECHNOLOGY | $503,245 | +17.0% | 11,622 | +0.1% | 0.03% | +7.4% |
| ROK | Sell | ROCKWELL AUTOMATION | $504,518 | -3.5% | 1,719 | -15.3% | 0.03% | -12.1% |
| Sell | DIMENSIONAL ETF TR SHORT DURATION FIXED INCOMEshort duration f | $515,173 | -4.1% | 11,041 | -5.3% | 0.03% | -14.7% | |
| IQLT | Sell | ISHARES MSCImsci intl qualty | $513,243 | -57.2% | 14,539 | -60.8% | 0.03% | -61.3% |
| SYK | Sell | STRYKER CORP | $501,480 | +7.3% | 1,757 | -8.1% | 0.03% | 0.0% |
| SQ | Buy | BLOCK INCcl a | $513,713 | +17.3% | 7,483 | +7.4% | 0.03% | +3.6% |
| PODD | New | INSULET CORP | $510,344 | – | 1,600 | +100.0% | 0.03% | – |
| INTU | Buy | INTUIT INC | $506,149 | +21.4% | 1,135 | +6.0% | 0.03% | +11.5% |
| HUBB | New | HUBBELL INC COM | $506,195 | – | 2,081 | +100.0% | 0.03% | – |
| ESGU | Sell | ISHARES ESGesg awr msci usa | $505,857 | -44.6% | 5,593 | -48.1% | 0.03% | -49.1% |
| Sell | RYAN SPECIALTYcl a | $506,420 | -31.6% | 12,585 | -29.4% | 0.03% | -38.3% | |
| HPQ | Sell | HP INC | $488,230 | -54.1% | 16,634 | -58.0% | 0.03% | -58.2% |
| XSW | Buy | SPDR S&Pexponential tech | $485,190 | +111.6% | 3,942 | +86.9% | 0.03% | +100.0% |
| NGG | Buy | NATIONAL GRIDsponsored adr ne | $498,664 | +21.7% | 7,334 | +7.9% | 0.03% | +7.7% |
| ILCB | Sell | ISHARES MORNINGSTARmorningstr us eq | $495,888 | -11.6% | 8,791 | -17.5% | 0.03% | -20.0% |
| EMB | Buy | ISHARES JPMORGANjpmorgan usd emg | $492,738 | +45.5% | 5,711 | +42.7% | 0.03% | +33.3% |
| WEC | Buy | WEC ENERGY | $493,364 | +32.6% | 5,205 | +31.2% | 0.03% | +21.7% |
| GOVT | Sell | ISHARES U Sus treas bd etf | $495,805 | -32.3% | 21,206 | -34.2% | 0.03% | -39.1% |
| LUV | Sell | SOUTHWEST AIRLINES | $494,235 | -20.7% | 15,189 | -18.0% | 0.03% | -28.2% |
| MGM | Sell | MGM RESORTS | $486,447 | +31.4% | 10,951 | -0.8% | 0.03% | +21.7% |
| OUNZ | Sell | VANECK MERKgold trust | $481,798 | -10.2% | 25,225 | -16.8% | 0.03% | -17.6% |
| OIH | Buy | VANECK OILoil services etf | $491,668 | -8.2% | 1,774 | +0.7% | 0.03% | -17.6% |
| GIS | Buy | GENERAL MILLS | $497,102 | +4.2% | 5,817 | +2.2% | 0.03% | -6.7% |
| BP | Sell | BP PLCsponsored adr | $485,739 | +8.0% | 12,803 | -0.5% | 0.03% | 0.0% |
| CAE | CAE INC | $495,324 | -13.6% | 21,888 | 0.0% | 0.03% | -22.2% | |
| GD | Buy | GENERAL DYNAMICS | $468,046 | +3.7% | 2,051 | +12.8% | 0.03% | -3.6% |
| VCIT | Sell | VANGUARD INTERMEDIATEint-term corp | $475,137 | -12.9% | 5,923 | -15.9% | 0.03% | -20.6% |
| MDY | Buy | SPDR S&Putser1 s&pdcrp | $466,594 | +4.0% | 1,018 | +0.5% | 0.03% | -3.6% |
| SII | Buy | SPROTT INC | $465,462 | -18.7% | 12,780 | +0.6% | 0.03% | -25.0% |
| FNX | Buy | FIRST TRUST | $466,136 | +3.9% | 5,182 | +1.5% | 0.03% | -3.6% |
| NRZ | Buy | RITHM CAPITAL | $479,902 | +26.0% | 59,988 | +28.7% | 0.03% | +12.5% |
| REGL | Buy | PROSHARES S&Ps&p mdcp 400 div | $467,060 | +6.1% | 6,601 | +7.2% | 0.03% | -3.6% |
| IXUS | Buy | ISHARES COREcore msci total | $468,943 | +75.8% | 7,570 | +64.2% | 0.03% | +58.8% |
| EXAS | Buy | EXACT SCIENCES | $468,364 | +37.2% | 6,907 | +0.2% | 0.03% | +28.6% |
| LVHD | Buy | LEGG MASON ETF INVTfranklin us low | $475,022 | +14.6% | 12,742 | +16.9% | 0.03% | +3.8% |
| ZM | Sell | ZOOM VIDEOcl a | $473,543 | +4.6% | 6,413 | -4.1% | 0.03% | -3.6% |
| REGN | Buy | REGENERON PHARMACEUTICAL | $446,988 | +17.6% | 544 | +3.2% | 0.03% | +8.3% |
| IYH | Sell | ISHARES U Sus hlthcare etf | $448,477 | -23.7% | 1,642 | -20.7% | 0.03% | -29.7% |
| TRV | Buy | TRAVELERS COS | $447,954 | +7.6% | 2,613 | +17.7% | 0.03% | 0.0% |
| ACWI | Sell | ISHARES MSCImsci acwi etf | $453,227 | -17.6% | 4,972 | -23.3% | 0.03% | -25.7% |
| XMMO | Buy | INVESCO S&Ps&p mdcp momntum | $459,036 | +10.5% | 6,080 | +10.2% | 0.03% | 0.0% |
| IMCG | Sell | ISHARES MORNINGSTARmrgstr md cp grw | $462,322 | -5.3% | 8,032 | -11.3% | 0.03% | -16.1% |
| GDXJ | Sell | VANECK JRjr gold miners e | $454,974 | -27.3% | 11,518 | -34.4% | 0.03% | -33.3% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC | $450,800 | -9.6% | 5,381 | -24.2% | 0.03% | -16.1% |
| ROBO | Sell | EXCHANGE TRADEDrobo glb etf | $457,367 | +16.3% | 8,358 | -1.5% | 0.03% | +4.0% |
| SCHO | Sell | SCHWAB SHORTsht tm us tres | $448,050 | -33.3% | 9,183 | -34.0% | 0.03% | -38.1% |
| SCHR | Sell | SCHWAB INTERMEDIATEintrm trm tres | $463,857 | -11.0% | 9,198 | -13.1% | 0.03% | -21.2% |
| CL | Buy | COLGATE-PALMOLIVE | $463,337 | +78.0% | 6,165 | +86.6% | 0.03% | +62.5% |
| PAYX | Buy | PAYCHEX INC | $448,924 | +6.1% | 3,918 | +7.0% | 0.03% | -3.7% |
| KOMP | Buy | SPDR S&Ps&p kensho new | $460,939 | +11.3% | 10,795 | +2.8% | 0.03% | 0.0% |
| Sell | XERIS BIOPHARMA | $458,762 | +16.2% | 281,442 | -5.2% | 0.03% | +4.0% | |
| AEP | Buy | AMERICAN ELECTRIC | $451,138 | -4.1% | 4,958 | +0.1% | 0.03% | -13.3% |
| SPLB | Sell | SPDR PORTFOLIOportfolio ln cor | $456,154 | -2.2% | 19,312 | -7.1% | 0.03% | -10.3% |
| IXN | Sell | ISHARES GLOBALglobal tech etf | $458,639 | +17.5% | 8,437 | -3.1% | 0.03% | +4.0% |
| JPI | Sell | NUVEEN PFD | $444,367 | -27.0% | 25,205 | -23.0% | 0.02% | -34.2% |
| JD | Sell | JD.COM INCspon adr cl a | $444,675 | -26.6% | 10,132 | -6.2% | 0.02% | -34.2% |
| SYY | Buy | SYSCO CORP | $429,273 | +26.5% | 5,558 | +25.2% | 0.02% | +19.0% |
| CLF | Buy | CLEVELAND CLIFFS | $442,568 | +32.8% | 24,144 | +16.7% | 0.02% | +19.0% |
| IRM | Buy | IRON MOUNTAIN | $436,791 | +6.6% | 8,255 | +0.4% | 0.02% | -3.8% |
| IPAY | Sell | ETF MANAGERSprime mobile pay | $443,998 | +4.7% | 10,655 | -1.4% | 0.02% | -7.4% |
| SHYG | Sell | ISHARES0-5yr hi yl cp | $446,168 | -15.6% | 10,705 | -17.2% | 0.02% | -24.2% |
| BDJ | Buy | BLACKROCK ENHANCED | $439,832 | -1.2% | 51,203 | +3.6% | 0.02% | -10.7% |
| Sell | WARNER BROS | $438,395 | +40.5% | 29,032 | -11.8% | 0.02% | +25.0% | |
| VRIG | New | INVESCO ACTIVELY MANAGED ETFvar rate invt | $444,349 | – | 17,975 | +100.0% | 0.02% | – |
| VFMF | New | VANGUARD WELLINGTON FDus multifactor | $434,636 | – | 4,386 | +100.0% | 0.02% | – |
| WWD | New | WOODWARD INC | $435,731 | – | 4,475 | +100.0% | 0.02% | – |
| Buy | CION INVESTMENT | $430,190 | +1.7% | 43,586 | +0.5% | 0.02% | -7.4% | |
| MCK | Sell | MCKESSON CORP | $416,884 | -32.6% | 1,171 | -29.0% | 0.02% | -38.5% |
| HYD | New | VANECK ETF TRUSTdurable hgh div | $422,992 | – | 8,175 | +100.0% | 0.02% | – |
| WELL | Sell | WELLTOWER INC | $419,542 | -8.6% | 5,852 | -16.4% | 0.02% | -17.2% |
| AOD | Buy | ABRDN TOTAL | $416,368 | +11.1% | 51,531 | +7.3% | 0.02% | 0.0% |
| OMFL | Buy | INVESCO RUSSELLrusl 1000 dynm | $411,932 | +18.3% | 8,861 | +9.2% | 0.02% | +9.1% |
| KR | Sell | KROGER CO | $412,072 | -27.5% | 8,347 | -34.5% | 0.02% | -33.3% |
| New | FIRSTCASH HOLDINGS | $425,432 | – | 4,461 | +100.0% | 0.02% | – | |
| IWN | Buy | ISHARES TRrus 2000 val etf | $425,672 | +10.0% | 3,107 | +11.3% | 0.02% | 0.0% |
| SPHQ | New | INVESCO EXCHANGEs&p500 quality | $423,195 | – | 8,943 | +100.0% | 0.02% | – |
| CCI | Sell | CROWN CASTLE | $413,405 | -3.1% | 3,089 | -1.7% | 0.02% | -11.1% |
| BIDU | Sell | BAIDU INC20369m 10 4 | $414,727 | +30.9% | 2,748 | -0.8% | 0.02% | +20.0% |
| BK | Sell | BANK NEW YORK | $414,004 | -15.7% | 9,111 | -15.6% | 0.02% | -22.6% |
| PULS | Sell | PGIM ULTRApgim ultra sh bd | $412,257 | -9.2% | 8,362 | -9.5% | 0.02% | -17.2% |
| SCHE | Sell | SCHWAB EMERGINGemrg mkteq etf | $420,157 | -0.2% | 17,135 | -3.7% | 0.02% | -7.7% |
| DWM | Buy | WISDOMTREE DEFAintl equity fd | $426,800 | +18.2% | 8,582 | +11.8% | 0.02% | +4.3% |
| COIN | Sell | COINBASE GLOBAL | $423,393 | +86.2% | 6,266 | -2.5% | 0.02% | +71.4% |
| SCHW | Buy | SCHWAB CHARLES | $420,843 | +40.2% | 8,034 | +122.8% | 0.02% | +26.3% |
| PH | Buy | PARKER-HANNIFIN CORP | $417,219 | +16.6% | 1,241 | +0.9% | 0.02% | +9.1% |
| SPG | New | SIMON PPTY GROUP INC NEW | $423,511 | – | 3,782 | +100.0% | 0.02% | – |
| ETB | Buy | EATON VANCE | $404,443 | +2.2% | 30,992 | +3.0% | 0.02% | -8.0% |
| YUM | Buy | YUM BRANDS INC | $404,550 | +11.2% | 3,063 | +7.9% | 0.02% | 0.0% |
| LVS | Sell | LAS VEGAS SANDS | $408,926 | +4.5% | 7,118 | -12.6% | 0.02% | -8.0% |
| MDLZ | Buy | MONDELEZ INTERNATIONALcl a | $397,487 | +9.2% | 5,701 | +4.4% | 0.02% | 0.0% |
| INFL | Buy | LISTED HORIZONhorizon kinetics | $401,192 | +29.2% | 13,009 | +31.8% | 0.02% | +15.0% |
| REXR | Buy | REXFORD INDUSTRIAL | $409,932 | +9.3% | 6,872 | +0.1% | 0.02% | -4.2% |
| FTNT | Buy | FORTINET INC | $402,750 | +39.5% | 6,060 | +2.6% | 0.02% | +27.8% |
| ADI | Buy | ANALOG DEVICES | $404,315 | +51.4% | 2,050 | +25.9% | 0.02% | +35.3% |
| DG | Sell | DOLLAR GENL | $404,374 | -20.8% | 1,921 | -7.4% | 0.02% | -28.1% |
| JHML | Buy | JOHN HANCOCKmltfctr lrg cap | $395,211 | +8.6% | 7,631 | +3.3% | 0.02% | 0.0% |
| EVRG | Buy | EVERGY INC | $401,339 | +6.4% | 6,566 | +9.6% | 0.02% | -4.2% |
| A | Buy | AGILENT TECHNOLOGIES | $399,400 | -6.6% | 2,887 | +1.0% | 0.02% | -14.8% |
| SPGI | Buy | S&P GLOBAL | $409,660 | +25.6% | 1,188 | +22.0% | 0.02% | +15.0% |
| DVYE | Buy | ISHARES EMERGINGem mkts div etf | $397,236 | +39.3% | 16,187 | +36.9% | 0.02% | +27.8% |
| CCL | Buy | CARNIVAL CORP | $403,409 | +43.9% | 39,745 | +14.3% | 0.02% | +27.8% |
| PHO | Buy | INVESCO WATERwater res etf | $402,793 | +3.5% | 7,550 | +0.0% | 0.02% | -4.2% |
| New | INSTRUCTURE HOLDINGS | $403,579 | – | 15,582 | +100.0% | 0.02% | – | |
| MGC | Sell | VANGUARD MEGAmega cap index | $409,079 | -13.7% | 2,858 | -20.2% | 0.02% | -23.3% |
| LYB | Sell | LYONDELLBASELL INDUSTRIE | $395,149 | +7.8% | 4,209 | -4.6% | 0.02% | 0.0% |
| STK | Buy | COLUMBIA SELIGMAN | $398,022 | +23.5% | 14,302 | +3.1% | 0.02% | +15.0% |
| VIS | Sell | VANGUARD INDUSTRIALSindustrial etf | $404,725 | -10.8% | 2,124 | -14.5% | 0.02% | -17.9% |
| XHB | Sell | SPDR SERIESs&p homebuild | $387,739 | +6.7% | 5,722 | -5.0% | 0.02% | -4.3% |
| FLOT | Buy | ISHARES FLOATINGfltg rate nt etf | $389,037 | +68.7% | 7,721 | +68.5% | 0.02% | +57.1% |
| NUMG | Sell | NUVEEN ESGnuveen esg midcp | $385,728 | +6.5% | 10,090 | -2.0% | 0.02% | -4.3% |
| CLOU | Buy | GLOBAL CLOUD | $389,151 | +51.2% | 21,207 | +32.1% | 0.02% | +37.5% |
| CELH | New | CELSIUS HOLDINGS | $386,912 | – | 4,163 | +100.0% | 0.02% | – |
| MTUM | Sell | ISHARES MSCImsci usa mmentm | $382,640 | -43.5% | 2,752 | -40.7% | 0.02% | -48.8% |
| PGR | Buy | PROGRESSIVE CORP | $380,862 | +14.0% | 2,662 | +3.3% | 0.02% | +4.8% |
| UNG | Buy | UNITED STS NAT GAS FD LPunit par | $376,647 | +14.8% | 54,272 | +133.2% | 0.02% | +4.8% |
| SCHF | Sell | SCHWAB INTLeqty etf | $387,745 | +2.7% | 11,142 | -5.0% | 0.02% | -8.3% |
| Buy | GSK PLCsponsored adr | $387,091 | +23.4% | 10,879 | +21.8% | 0.02% | +10.0% | |
| GII | SPDR INDEX SHS FDSs&p gblinf etf | $388,807 | +3.9% | 7,138 | 0.0% | 0.02% | -8.3% | |
| NVO | Buy | NOVO NORDISKadr | $393,505 | +22.7% | 2,473 | +4.4% | 0.02% | +10.0% |
| ANTM | Buy | ELEVANCE HEALTH | $391,418 | -1.5% | 851 | +9.8% | 0.02% | -12.0% |
| DFAS | Buy | DIMENSIONAL USus small cap etf | $364,169 | +7.9% | 6,910 | +4.7% | 0.02% | 0.0% |
| SRC | Buy | SPIRIT RLTY CAP INC NEW | $367,556 | +1.3% | 9,226 | +1.5% | 0.02% | -8.7% |
| EXLS | New | EXLSERVICE HOLDINGS | $365,247 | – | 2,257 | +100.0% | 0.02% | – |
| SUN | New | SUNOCO LP/SUNOCO FIN CORP | $376,279 | – | 8,573 | +100.0% | 0.02% | – |
| Buy | DRAFTKINGS INC | $372,005 | +83.8% | 19,215 | +8.2% | 0.02% | +61.5% | |
| GLW | Buy | CORNING INC | $371,511 | +13.9% | 10,530 | +3.1% | 0.02% | +5.0% |
| CATH | Buy | GLOBAL Xs&p 500 catholic | $364,532 | +12.9% | 7,262 | +4.6% | 0.02% | +5.0% |
| C | Sell | CITIGROUP INC | $371,592 | -16.4% | 7,925 | -19.3% | 0.02% | -25.0% |
| VXUS | Sell | VANGUARD TOTALvg tl intl stk f | $367,421 | -56.5% | 6,655 | -59.2% | 0.02% | -60.4% |
| WTFC | Sell | WINTRUST FINANCIAL | $371,023 | -14.7% | 5,086 | -1.2% | 0.02% | -22.2% |
| SPYD | Buy | SPDR PORTFOLIOprtflo s&p500 hi | $367,659 | +13.8% | 9,675 | +18.5% | 0.02% | +5.0% |
| ISRG | Sell | INTUITIVE SURGICAL | $368,642 | -3.9% | 1,443 | -0.2% | 0.02% | -12.5% |
| RPM | New | RPM INTL INC | $369,175 | – | 4,232 | +100.0% | 0.02% | – |
| CPER | Sell | UNITED STATEScm rep copp fd | $362,254 | -10.7% | 14,525 | -17.4% | 0.02% | -16.0% |
| SOXX | Sell | ISHARES SEMICONDUCTORphlx semicnd etf | $366,256 | +17.3% | 824 | -8.2% | 0.02% | +5.0% |
| CRSP | Sell | CRISPR THERAPEUTICSnamen akt | $370,026 | -9.9% | 8,181 | -19.0% | 0.02% | -19.2% |
| MP | Buy | MP MATERIALS | $367,373 | +43.2% | 13,032 | +23.4% | 0.02% | +31.2% |
| UCON | New | FIRST TRUSTtcw unconstrai | $371,602 | – | 15,349 | +100.0% | 0.02% | – |
| Buy | FS CREDIT | $372,652 | +66.3% | 83,931 | +76.5% | 0.02% | +50.0% | |
| VTIP | Buy | VANGUARD SHORTstrm infproidx | $346,173 | +5.2% | 7,239 | +2.7% | 0.02% | -4.8% |
| SPEU | New | SPDR INDEX SHS FDSportflo eurp etf | $344,057 | – | 9,047 | +100.0% | 0.02% | – |
| RWJ | Buy | INVESCO S&Ps&p smallcap 600 | $342,759 | +3.5% | 3,056 | +0.1% | 0.02% | -4.8% |
| Buy | CONSTELLATION ENERGY | $346,753 | +10.4% | 4,417 | +21.3% | 0.02% | 0.0% | |
| KARS | Sell | KRANESHARES ELECTRIC | $342,073 | +6.6% | 11,150 | -2.2% | 0.02% | 0.0% |
| FV | New | FIRST TRUSTdorsey wrt 5 etf | $348,685 | – | 7,735 | +100.0% | 0.02% | – |
| NVR | NVR INC | $351,048 | +20.8% | 63 | 0.0% | 0.02% | +11.1% | |
| EMQQ | Sell | EXCHANGE EMQQemqq em intern | $343,214 | +5.6% | 10,695 | -2.2% | 0.02% | 0.0% |
| FN | New | FABRINET | $355,095 | – | 2,990 | +100.0% | 0.02% | – |
| FMC | Buy | FMC CORP | $346,239 | +6.0% | 2,835 | +8.3% | 0.02% | -4.8% |
| BHP | Buy | BHP GROUPsponsored adr | $358,296 | +37.9% | 5,650 | +34.9% | 0.02% | +25.0% |
| CXSE | WISDOMTREE CHINAchinadiv ex fi | $355,840 | +0.1% | 10,231 | 0.0% | 0.02% | -9.1% | |
| TMUS | Sell | T-MOBILE US | $343,040 | -0.3% | 2,368 | -3.7% | 0.02% | -9.1% |
| PFFD | Buy | GLOBAL Xus pfd etf | $356,944 | +12.6% | 17,973 | +9.9% | 0.02% | 0.0% |
| ACTV | Buy | TWO ROADS | $352,988 | +11.6% | 11,818 | +9.6% | 0.02% | 0.0% |
| AGGY | Sell | WISDOMTREE YIELDyield enhancd us | $343,154 | -14.7% | 7,854 | -16.7% | 0.02% | -20.0% |
| GCOW | New | PACER FDS TR GLOBL CASH ETFglobl cash etf | $345,090 | – | 10,261 | +100.0% | 0.02% | – |
| FALN | Sell | ISHARES FALLENfaln angls usd | $352,840 | -21.9% | 13,963 | -23.9% | 0.02% | -28.6% |
| PNC | Buy | PNC FINANCIAL | $347,731 | -7.0% | 2,736 | +15.6% | 0.02% | -13.0% |
| ORLY | Buy | O REILLY AUTOMOTIVE | $348,084 | +22.0% | 410 | +21.3% | 0.02% | +11.1% |
| XMLV | Sell | INVESCO EXCHANGEs&p midcp low | $347,328 | -14.7% | 6,628 | -12.9% | 0.02% | -23.1% |
| NTR | Sell | NUTRIEN LTD | $343,917 | -78.6% | 4,657 | -71.3% | 0.02% | -80.2% |
| DD | Sell | DUPONT DE | $353,249 | +3.6% | 4,922 | -0.9% | 0.02% | -4.8% |
| IDXX | Sell | IDEXX LABS INC | $325,042 | +15.5% | 650 | -5.8% | 0.02% | +5.6% |
| ALL | Sell | ALLSTATE CORP | $339,688 | -19.6% | 3,065 | -1.7% | 0.02% | -29.6% |
| MSI | Buy | MOTOROLA SOLUTIONS | $331,792 | +18.4% | 1,160 | +6.7% | 0.02% | +5.6% |
| RCL | Sell | ROYAL CARIBBEAN | $330,345 | -4.0% | 5,059 | -27.3% | 0.02% | -13.6% |
| SRE | Buy | SEMPRA | $336,534 | +6.3% | 2,226 | +8.6% | 0.02% | -5.0% |
| MTCH | Sell | MATCH GROUP | $334,492 | -14.1% | 8,713 | -7.2% | 0.02% | -20.8% |
| QGRO | Buy | AMERICAN CENTURYstoxx us qlty | $326,202 | +28.6% | 5,080 | +15.6% | 0.02% | +18.8% |
| CRWD | Buy | CROWDSTRIKE HOLDINGScl a | $327,639 | +42.4% | 2,387 | +9.2% | 0.02% | +35.7% |
| DBEF | Sell | X TRACKERSxtrack msci eafe | $325,532 | +7.9% | 9,248 | -1.2% | 0.02% | 0.0% |
| IEUS | ISHARES MSCIdevsmcp exna etf | $333,120 | +8.0% | 6,244 | 0.0% | 0.02% | 0.0% | |
| UAL | Sell | UNITED AIRLINES | $329,222 | +4.3% | 7,440 | -11.1% | 0.02% | -5.0% |
| ATVI | Sell | ACTIVISION BLIZZARD | $338,798 | +3.6% | 3,958 | -7.3% | 0.02% | -9.5% |
| PWV | Buy | INVESCO EXCHANGEdynmc lrg valu | $340,264 | +2.5% | 7,515 | +6.5% | 0.02% | -9.5% |
| IJJ | ISHARES S&Ps&p mc 400vl etf | $324,336 | +2.0% | 3,156 | 0.0% | 0.02% | -5.0% | |
| KLIC | Buy | KULICKE & SOFFA | $324,206 | +19.9% | 6,153 | +0.8% | 0.02% | +11.8% |
| AMP | Buy | AMERIPRISE FINANCIAL | $327,963 | +12.6% | 1,070 | +14.3% | 0.02% | +5.6% |
| MKL | New | MARKEL CORP COM | $341,069 | – | 267 | +100.0% | 0.02% | – |
| CDW | Buy | CDW CORP | $336,400 | +64.7% | 1,726 | +50.9% | 0.02% | +46.2% |
| CMG | Buy | CHIPOTLE MEXICAN | $334,822 | +43.6% | 196 | +16.7% | 0.02% | +26.7% |
| New | GE HEALTHCARE TECHNOLOGIES INC COM | $310,398 | – | 3,784 | +100.0% | 0.02% | – | |
| ASTS | AST SPACEMOBILE | $309,301 | +5.4% | 60,886 | 0.0% | 0.02% | 0.0% | |
| BSM | Buy | BLACK STONE | $320,630 | -6.0% | 20,435 | +1.0% | 0.02% | -14.3% |
| BOE | Buy | BLACKROCK ENHANCED | $308,398 | +5.9% | 31,057 | +2.0% | 0.02% | 0.0% |
| BGY | Buy | BLACKROCK ENHANCED | $317,412 | +23.1% | 58,780 | +14.5% | 0.02% | +12.5% |
| BKNG | Buy | BOOKING HOLDINGS | $323,594 | +60.6% | 122 | +22.0% | 0.02% | +38.5% |
| CHE | Sell | CHEMED CORP NEW | $323,359 | +4.4% | 601 | -1.0% | 0.02% | -5.3% |
| JETS | Sell | ETF SERus glb jets | $319,713 | -0.3% | 17,161 | -8.6% | 0.02% | -10.0% |
| EQNR | Buy | EQUINOR ASAsponsored adr | $318,582 | -10.3% | 11,206 | +13.0% | 0.02% | -18.2% |
| AQUA | Sell | EVOQUA WATER | $313,235 | -68.0% | 6,300 | -74.5% | 0.02% | -71.0% |
| FDUS | Buy | FIDUS INVESTMENT | $314,297 | +11.9% | 16,481 | +11.7% | 0.02% | 0.0% |
| FXN | Sell | FIRST TRUSTenergy alphadx | $317,706 | -49.4% | 20,471 | -44.3% | 0.02% | -53.8% |
| FYC | FIRST TRUSTsml cp grw alp | $313,587 | +4.6% | 5,421 | 0.0% | 0.02% | -5.3% | |
| HAL | Sell | HALLIBURTON COMPANY | $307,018 | -28.8% | 9,703 | -11.4% | 0.02% | -33.3% |
| PSJ | New | INVESCO DYNAMICdynmc software | $316,562 | – | 3,120 | +100.0% | 0.02% | – |
| IYF | Sell | ISHARES U Su.s. finls etf | $319,589 | -8.7% | 4,492 | -3.1% | 0.02% | -18.2% |
| IWY | Sell | ISHARES RUSSELLrus tp200 gr etf | $321,185 | -0.1% | 2,312 | -13.3% | 0.02% | -10.0% |
| NEA | Sell | NUVEEN AMT | $306,880 | -3.4% | 27,597 | -1.2% | 0.02% | -10.0% |
| INDS | Sell | PACER BENCHMARKbnchmrk indstr | $307,842 | +8.6% | 7,601 | -1.3% | 0.02% | 0.0% |
| RLY | Sell | SPDR SSGAmult ass rlrtn | $307,244 | -6.0% | 11,140 | -6.2% | 0.02% | -14.3% |
| ITM | New | VANECK ETF TRUST INTERMEDIATE MUNI ETFintermediate muni etf | $315,703 | – | 6,794 | +100.0% | 0.02% | – |
| WMB | Buy | WILLIAMS COS | $315,413 | +0.5% | 10,563 | +10.7% | 0.02% | -10.0% |
| AON | Sell | AON PLC | $322,380 | -0.0% | 1,022 | -4.8% | 0.02% | -10.0% |
| ESGR | ENSTAR GROUP | $319,178 | +0.3% | 1,377 | 0.0% | 0.02% | -10.0% | |
| New | UNITED STATES TREASURY NOTES NOTEnote | $298,252 | – | 150,158 | +100.0% | 0.02% | – | |
| XNTK | Sell | SPDR SERIESnyse tech etf | $294,977 | +19.9% | 2,434 | -4.2% | 0.02% | +13.3% |
| DLR | Buy | DIGITAL REALTY | $303,099 | +6.2% | 3,083 | +8.3% | 0.02% | -5.6% |
| HYG | Sell | ISHARES IBOXXiboxx hi yd etf | $293,799 | -4.3% | 3,889 | -6.5% | 0.02% | -10.5% |
| SCL | Sell | STEPAN CO | $303,509 | -6.4% | 2,946 | -3.3% | 0.02% | -15.0% |
| IMCB | Buy | ISHARES MORNINGSTARmrgstr md cp etf | $304,080 | +12.7% | 5,015 | +9.0% | 0.02% | 0.0% |
| BAH | Buy | BOOZ ALLENcl a | $298,946 | +21.5% | 3,225 | +37.0% | 0.02% | +13.3% |
| TPVG | Sell | TRIPLEPOINT VENTURE | $304,700 | +15.2% | 25,224 | -0.5% | 0.02% | 0.0% |
| JHMD | Buy | JOHN HANCOCKmulti intl etf | $304,025 | +10.5% | 9,903 | +1.4% | 0.02% | 0.0% |
| DBB | INVESCO DBbase metals fd | $301,990 | +3.9% | 14,950 | 0.0% | 0.02% | -5.6% | |
| XHE | Sell | SPDR S&Phlth cr equip | $299,034 | +3.0% | 3,194 | -1.1% | 0.02% | -5.6% |
| RPG | Buy | INVESCO S&Ps&p500 pur gwt | $299,453 | -0.2% | 1,981 | +0.2% | 0.02% | -10.5% |
| ARMK | Buy | ARAMARK | $306,399 | -13.2% | 8,559 | +0.3% | 0.02% | -22.7% |
| New | AB ACTIVE ETFS INCultra short incm | $306,191 | – | 6,100 | +100.0% | 0.02% | – | |
| ZBRA | Sell | ZEBRA TECHNOLOGIEScl a | $292,242 | +17.0% | 919 | -5.6% | 0.02% | +6.2% |
| TEL | Buy | TE CONNECTIVITY | $293,955 | +18.7% | 2,241 | +3.9% | 0.02% | +6.2% |
| DIAL | Sell | COLUMBIA DIVERSIFIEDdiversifid fxd | $295,944 | -12.2% | 16,561 | -15.1% | 0.02% | -19.0% |
| EXPE | EXPEDIA GROUP | $300,212 | +10.8% | 3,094 | 0.0% | 0.02% | 0.0% | |
| VT | Sell | VANGUARD TOTALtt wrld st etf | $296,815 | -94.8% | 3,223 | -6.2% | 0.02% | -95.3% |
| OGE | Buy | OGE ENERGY CORP | $305,724 | -3.6% | 8,118 | +1.3% | 0.02% | -15.0% |
| YTRA | New | YATRA ONLINE INC | $303,325 | – | 133,037 | +100.0% | 0.02% | – |
| VTR | Buy | VENTAS INC | $305,791 | -0.8% | 7,054 | +3.1% | 0.02% | -10.5% |
| IVOV | Buy | VANGUARD S&Pmidcp 400 val | $298,493 | +2.5% | 3,795 | +100.1% | 0.02% | -5.6% |
| HTGC | Buy | HERCULES CAPITAL | $281,642 | +6.2% | 21,849 | +8.9% | 0.02% | -5.9% |
| SPDV | Sell | ETF SERaam s&p 500 | $277,984 | -19.8% | 9,855 | -17.2% | 0.02% | -27.3% |
| FNV | Buy | FRANCO NEVADA | $271,855 | -17.3% | 1,865 | +4.7% | 0.02% | -23.8% |
| IVOO | Buy | VANGUARD S&Pmidcp 400 idx | $276,735 | +6.5% | 3,268 | +105.7% | 0.02% | 0.0% |
| DKS | Sell | DICKS SPORTING | $282,814 | +13.6% | 1,993 | -3.7% | 0.02% | 0.0% |
| PBW | Sell | INVESCO WILDERHILLwilderhil clan | $274,800 | +4.4% | 6,800 | -1.0% | 0.02% | -5.9% |
| NEUBERGER BERMAN ETF TRUST | $280,706 | -3.2% | 12,576 | 0.0% | 0.02% | -11.1% | ||
| PSCH | INVESCO S&Ps&p smlcp helt | $287,743 | -0.8% | 2,197 | 0.0% | 0.02% | -11.1% | |
| KRG | Buy | KITE REALTY | $284,115 | +0.2% | 13,581 | +0.8% | 0.02% | -11.1% |
| DEO | Buy | DIAGEO PLCspon adr new | $273,030 | +17.3% | 1,507 | +15.4% | 0.02% | +6.7% |
| DGRS | Buy | WISDOMTREE USus s cap qty div | $287,431 | +15.7% | 6,914 | +11.9% | 0.02% | 0.0% |
| INVH | Sell | INVITATION HOMES | $278,974 | -67.1% | 8,933 | -68.8% | 0.02% | -69.8% |
| Buy | BROOKFIELD CORPcl a ltd vt sh | $273,286 | +0.9% | 8,386 | +31.9% | 0.02% | -5.9% | |
| DRI | Buy | DARDEN RESTAURANTS | $283,236 | +28.5% | 1,825 | +14.5% | 0.02% | +14.3% |
| CNC | Sell | CENTENE CORP | $275,280 | -30.2% | 4,355 | -9.4% | 0.02% | -36.0% |
| LVMUY | New | LVMH MOET HENNESSY VUITTON SE ADR UNSPONSOREDadr unsponsored | $285,884 | – | 1,556 | +100.0% | 0.02% | – |
| RZV | Sell | INVESCO S&Ps&p sml600 val | $257,084 | -11.7% | 2,835 | -14.0% | 0.02% | -16.7% |
| SMDV | Buy | PROSHARES RUSSELLruss 2000 divd | $259,529 | +7.9% | 4,252 | +8.5% | 0.02% | 0.0% |
| SHV | Buy | ISHARES SHORTshort treas bd | $261,062 | +28.8% | 2,363 | +28.2% | 0.02% | +15.4% |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $257,070 | – | 3,489 | +100.0% | 0.02% | – |
| FLRN | New | SPDR SPDR BLMBERG INVST GRADEspdr blmberg invst grade | $257,675 | – | 8,468 | +100.0% | 0.02% | – |
| SNPS | Sell | SYNOPSYS INC | $269,990 | +7.4% | 699 | -11.2% | 0.02% | -6.2% |
| FTSL | Sell | FIRST TRUSTtraded fd senior ln fd | $259,980 | -91.9% | 5,747 | -92.0% | 0.02% | -92.6% |
| VRSK | New | VERISK ANALYTICS INC COM | $260,956 | – | 1,360 | +100.0% | 0.02% | – |
| SUZ | New | SUZANO S Aspon ads | $259,629 | – | 31,624 | +100.0% | 0.02% | – |
| IEI | Buy | ISHARES 3-7YR3 7 yr treas bd | $264,805 | +6.9% | 2,251 | +4.4% | 0.02% | -6.2% |
| CHPT | Sell | CHARGEPOINT HOLDINGS | $254,246 | +7.7% | 24,283 | -2.0% | 0.02% | 0.0% |
| HYLS | Sell | FIRST TRUSTtraded fd first tr ta hiyl | $257,426 | -5.4% | 6,474 | -7.4% | 0.02% | -11.8% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $257,320 | +231.9% | 7,741 | +210.8% | 0.02% | +200.0% |
| PSA | Sell | PUBLIC STORAGE | $260,193 | +3.0% | 861 | -4.4% | 0.02% | -6.2% |
| ROKU | New | ROKU INC | $271,511 | – | 4,125 | +100.0% | 0.02% | – |
| RGEN | Sell | REPLIGEN CORP | $259,444 | -0.6% | 1,541 | -0.1% | 0.02% | -6.2% |
| DOCU | Sell | DOCUSIGN INC | $270,411 | +3.2% | 4,638 | -1.9% | 0.02% | -6.2% |
| BIZD | Sell | VANECK BDC | $262,391 | -29.4% | 17,693 | -32.7% | 0.02% | -34.8% |
| CALF | Buy | PACER U Spacer us small | $270,387 | +11.9% | 7,104 | +5.7% | 0.02% | 0.0% |
| AVDE | New | AMERICAN CENTY ETF TRintl eqt etf | $260,567 | – | 4,569 | +100.0% | 0.02% | – |
| SLB | New | SCHLUMBERGER LIMITED COM | $270,314 | – | 5,505 | +100.0% | 0.02% | – |
| KDP | New | KEURIG DR PEPPER INC | $261,702 | – | 7,418 | +100.0% | 0.02% | – |
| XOP | Buy | SPDR SERIESs&p oilgas exp | $255,735 | -3.3% | 2,004 | +2.9% | 0.02% | -11.8% |
| NVG | Buy | NUVEEN AMT | $263,912 | +7.2% | 22,403 | +10.5% | 0.02% | 0.0% |
| TTEK | Sell | TETRA TECH | $262,127 | -73.9% | 1,784 | -74.2% | 0.02% | -76.2% |
| AMLP | Buy | ALPS ALERIANalerian mlp | $265,836 | +1.9% | 6,878 | +0.4% | 0.02% | -6.2% |
| IBML | Buy | ISHARES IBONDSibonds dec2023 | $250,634 | +0.6% | 9,856 | +0.3% | 0.01% | -12.5% |
| Sell | GLOBAL Xsuperdvdnd reit | $239,261 | -3.4% | 10,990 | -3.7% | 0.01% | -12.5% | |
| FNY | Buy | FIRST TRUSTmid cp gr alph | $241,837 | +5.5% | 4,065 | +0.0% | 0.01% | 0.0% |
| FTHI | New | FIRST TRUSTbuywrit incm etf | $249,053 | – | 12,354 | +100.0% | 0.01% | – |
| BNDX | Sell | VANGUARD TOTALtotal int bd etf | $239,810 | -27.2% | 4,902 | -29.4% | 0.01% | -33.3% |
| APTV | Sell | APTIV PLC | $249,021 | +16.1% | 2,220 | -3.6% | 0.01% | +7.7% |
| PACB | PACIFIC BIOSCIENCES | $239,706 | +41.6% | 20,700 | 0.0% | 0.01% | +27.3% | |
| FNDX | Sell | SCHWAB FUNDAMENTALschwab fdt us lg | $251,992 | -9.4% | 4,588 | -11.9% | 0.01% | -17.6% |
| NVS | Buy | NOVARTIS AGsponsored adr | $253,841 | +6.8% | 2,759 | +5.3% | 0.01% | -6.7% |
| AXON | New | AXON ENTERPRISE | $246,887 | – | 1,098 | +100.0% | 0.01% | – |
| MRNA | Buy | MODERNA INC | $247,575 | -12.8% | 1,612 | +2.0% | 0.01% | -22.2% |
| MSTR | New | MICROSTRATEGY INC CL Acl a new | $236,779 | – | 810 | +100.0% | 0.01% | – |
| CASY | Buy | CASEYS GENL | $250,277 | +5.5% | 1,156 | +9.3% | 0.01% | -6.7% |
| KNSL | New | KINSALE CAP GROUP INC | $251,904 | – | 839 | +100.0% | 0.01% | – |
| STWD | Buy | STARWOOD PROPERTY | $242,405 | -2.8% | 13,703 | +0.7% | 0.01% | -12.5% |
| VMC | New | VULCAN MATLS CO | $239,590 | – | 1,397 | +100.0% | 0.01% | – |
| GOF | Sell | GUGGENHEIM STRATEGIC | $248,272 | +5.2% | 15,354 | -1.0% | 0.01% | -6.7% |
| PFF | Sell | ISHARES U Spfd and incm sec | $247,834 | -69.9% | 7,938 | -70.5% | 0.01% | -73.1% |
| TTC | Sell | TORO CO | $243,434 | -15.4% | 2,190 | -13.8% | 0.01% | -22.2% |
| RZG | New | INVESCO S&Ps&p sml600 gwt | $238,440 | – | 2,018 | +100.0% | 0.01% | – |
| Sell | DIMENSIONAL ETF TRUSTworld ex us core | $237,241 | -0.5% | 10,288 | -6.8% | 0.01% | -6.7% | |
| EIX | Buy | EDISON INTL | $247,065 | +17.1% | 3,500 | +5.6% | 0.01% | +7.7% |
| GRMN | Sell | GARMIN LTD | $236,001 | -16.8% | 2,339 | -23.9% | 0.01% | -27.8% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $230,218 | +12.9% | 7,641 | +16.1% | 0.01% | 0.0% |
| Sell | HF SINCLAIR | $230,676 | -19.6% | 4,768 | -13.7% | 0.01% | -27.8% | |
| BCI | Sell | ABRDN BLOOMBERG | $233,817 | -37.7% | 11,258 | -33.9% | 0.01% | -45.8% |
| MMP | Buy | MAGELLAN MIDSTREAM | $235,515 | +9.5% | 4,341 | +1.3% | 0.01% | -7.1% |
| NXPI | Sell | NXP SEMICONDUCTORS | $224,916 | -1.6% | 1,206 | -16.7% | 0.01% | -7.1% |
| IQDG | New | WISDOMTREE TRintl qulty div | $229,408 | – | 6,773 | +100.0% | 0.01% | – |
| BST | New | BLACKROCK SCIENCE | $220,139 | – | 6,807 | +100.0% | 0.01% | – |
| OEF | Sell | ISHARES S&Ps&p 100 etf | $227,250 | -3.5% | 1,215 | -12.0% | 0.01% | -13.3% |
| BBY | Buy | BEST BUY | $230,392 | +8.9% | 2,944 | +11.6% | 0.01% | 0.0% |
| BAX | Buy | BAXTER INTL | $225,356 | -18.7% | 5,556 | +2.2% | 0.01% | -23.5% |
| MNST | Buy | MONSTER BEVERAGE | $234,727 | +7.2% | 4,346 | +101.6% | 0.01% | -7.1% |
| PCY | Buy | INVESCO EMERGINGemrng mkt svrg | $220,129 | -96.1% | 11,477 | +11.9% | 0.01% | -96.4% |
| BCE | New | BCE INC | $220,239 | – | 4,917 | +100.0% | 0.01% | – |
| EELV | Sell | INVESCO S&Ps&p emrg mkts | $228,800 | -65.5% | 9,849 | -65.8% | 0.01% | -69.0% |
| NSRGY | New | NESTLE SA ADR SPONSOREDadr sponsored | $234,740 | – | 1,929 | +100.0% | 0.01% | – |
| PBE | Buy | INVESCO DYNAMICdynmc bldg con | $229,920 | +1.3% | 3,663 | +2.5% | 0.01% | -7.1% |
| RCD | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $234,367 | +6.2% | 1,833 | -2.1% | 0.01% | -7.1% |
| WYNN | Sell | WYNN RESORTS | $235,905 | -7.5% | 2,108 | -31.8% | 0.01% | -18.8% |
| CB | Buy | CHUBB LTD | $229,208 | +2.6% | 1,180 | +16.6% | 0.01% | -7.1% |
| New | ATLASSIAN CORP COM CL A | $235,360 | – | 1,375 | +100.0% | 0.01% | – | |
| SPIB | Sell | SPDR PORTFOLIOportfolio intrmd | $219,989 | -10.2% | 6,771 | -12.1% | 0.01% | -13.3% |
| FANG | Sell | DIAMONDBACK ENERGY | $231,089 | -43.3% | 1,710 | -42.7% | 0.01% | -50.0% |
| ICE | New | INTERCONTINENTAL EXCHANGE INC COM | $224,213 | – | 2,150 | +100.0% | 0.01% | – |
| SA | Buy | SEABRIDGE GOLD | $234,397 | +12.2% | 18,100 | +9.0% | 0.01% | 0.0% |
| OTTR | New | OTTER TAIL CORP | $219,055 | – | 3,031 | +100.0% | 0.01% | – |
| SGOL | New | ABRDN GOLD ETF TRUST | $231,650 | – | 12,276 | +100.0% | 0.01% | – |
| UNM | New | UNUM GROUP | $226,716 | – | 5,731 | +100.0% | 0.01% | – |
| DFAT | Buy | DIMENSIONAL USus targeted vlu | $229,998 | +13.5% | 5,168 | +12.1% | 0.01% | 0.0% |
| FXO | Sell | FIRST TRUSTfinls alphadex | $235,076 | -10.0% | 6,297 | -1.2% | 0.01% | -18.8% |
| FNDA | Sell | SCHWAB FUNDAMENTALschwab fdt us sc | $222,665 | -12.1% | 4,575 | -15.6% | 0.01% | -18.8% |
| PTBD | Sell | PACER TRENDPILOTtrendpilot us bd | $220,568 | -7.6% | 10,963 | -7.7% | 0.01% | -13.3% |
| FE | Buy | FIRSTENERGY CORP | $224,197 | -3.8% | 5,597 | +0.8% | 0.01% | -13.3% |
| CHIM | Sell | GLOBAL Xmsci china matrl | $229,306 | -3.9% | 12,437 | -8.7% | 0.01% | -13.3% |
| CTEC | Buy | GLOBAL Xcleantech etf | $231,558 | +34.0% | 14,545 | +23.0% | 0.01% | +18.2% |
| IYLD | Buy | ISHARES MORNINGSTARmrngstr inc etf | $222,858 | +12.3% | 11,577 | +10.7% | 0.01% | +8.3% |
| JHSC | Buy | JOHN HANCOCKmultifactr sml | $219,277 | +6.3% | 6,876 | +1.9% | 0.01% | 0.0% |
| TTD | New | THE TRADE DESK INC | $232,312 | – | 3,814 | +100.0% | 0.01% | – |
| LNG | Sell | CHENIERE ENERGY | $221,852 | -23.0% | 1,408 | -26.7% | 0.01% | -27.8% |
| APD | New | AIR PRODS & CHEMS INC | $213,939 | – | 745 | +100.0% | 0.01% | – |
| ROP | New | ROPER TECHNOLOGIES | $206,764 | – | 469 | +100.0% | 0.01% | – |
| PFG | Sell | PRINCIPAL FINANCIAL | $202,045 | -22.0% | 2,719 | -11.9% | 0.01% | -25.0% |
| PMX | New | PIMCO MUN INCOME FD III | $209,645 | – | 25,228 | +100.0% | 0.01% | – |
| PTLC | Sell | PACER TRENDPILOTtrendp us lar cp | $216,945 | -13.6% | 5,699 | -14.9% | 0.01% | -25.0% |
| PPG | New | PPG INDS INC | $215,940 | – | 1,617 | +100.0% | 0.01% | – |
| OHI | Sell | OMEGA HEALTHCARE | $211,111 | -13.4% | 7,702 | -11.7% | 0.01% | -20.0% |
| NNN | Sell | NATIONAL RETAIL | $216,800 | -9.3% | 4,911 | -5.9% | 0.01% | -20.0% |
| SONY | New | SONY GROUP CORPORATION ADR SPONSOREDadr sponsored | $205,267 | – | 2,264 | +100.0% | 0.01% | – |
| LYV | Sell | LIVE NATION | $204,120 | -0.7% | 2,916 | -1.1% | 0.01% | -7.7% |
| KHC | New | KRAFT HEINZ CO COM | $203,476 | – | 5,262 | +100.0% | 0.01% | – |
| IFRA | New | ISHARES TRUSTus infrastruc | $210,481 | – | 5,640 | +100.0% | 0.01% | – |
| IHE | New | ISHARES TRUST U.S. PHARMA ETFu.s. pharma etf | $205,949 | – | 1,175 | +100.0% | 0.01% | – |
| IGIB | Sell | ISHARES 5-10 YEAR | $209,685 | -7.2% | 4,089 | -10.4% | 0.01% | -14.3% |
| USRT | New | ISHARES TRcre u s reit etf | $207,295 | – | 4,113 | +100.0% | 0.01% | – |
| IYR | Sell | ISHARES U Su.s. real es etf | $216,240 | -1.1% | 2,547 | -1.9% | 0.01% | -14.3% |
| HBI | Buy | HANESBRANDS INC | $205,625 | +27.1% | 39,092 | +53.7% | 0.01% | +20.0% |
| GDYN | GRID DYNAMICScl a | $206,532 | +2.1% | 18,022 | 0.0% | 0.01% | -7.7% | |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $206,099 | – | 894 | +100.0% | 0.01% | – |
| FAN | Buy | FIRST TRUSTgbl wnd enrg etf | $211,145 | +4.8% | 11,822 | +1.6% | 0.01% | -7.7% |
| SKYY | New | FIRST TRUST EXCH TRADED FUND 2 CLOUD COMPUTING ETF | $207,622 | – | 3,103 | +100.0% | 0.01% | – |
| FAST | New | FASTENAL CO | $208,438 | – | 3,864 | +100.0% | 0.01% | – |
| ITEQ | Sell | ETF MANAGERSbluestar israel | $205,497 | +1.1% | 4,453 | -3.6% | 0.01% | -7.7% |
| VRSN | Sell | VERISIGN INC | $206,259 | -6.4% | 976 | -9.0% | 0.01% | -14.3% |
| VICI | Sell | VICI PPTYS INC | $216,953 | -9.1% | 6,651 | -9.7% | 0.01% | -20.0% |
| CDL | Buy | VICTORY PORTFOLIOS II | $217,721 | -1.3% | 3,786 | +1.0% | 0.01% | -14.3% |
| CNS | Buy | COHEN & STEERS INC | $207,166 | +1.5% | 3,239 | +2.4% | 0.01% | -7.7% |
| CARR | New | CARRIER GLOBAL CORPORATION COM | $208,580 | – | 4,559 | +100.0% | 0.01% | – |
| SYLD | Buy | CAMBRIA ETF | $204,394 | +1.5% | 3,482 | +2.6% | 0.01% | -7.7% |
| EPI | Buy | WISDOMTREE TRindia erngs fd | $215,069 | +1.1% | 6,819 | +4.4% | 0.01% | -7.7% |
| SFIG | New | WISDOMTREE TRUST US SHT TRM CORP ETFus sht trm corp etf | $213,325 | – | 4,522 | +100.0% | 0.01% | – |
| YUMC | New | YUM CHINA HLDGS INC | $213,350 | – | 3,366 | +100.0% | 0.01% | – |
| New | APOLLO GLOBAL MGMT INC | $201,925 | – | 3,197 | +100.0% | 0.01% | – | |
| AMCR | Sell | AMCOR PLCord | $212,126 | -31.2% | 18,640 | -28.0% | 0.01% | -36.8% |
| FLNG | Buy | FLEX LNG | $215,783 | +7.3% | 6,426 | +4.4% | 0.01% | -7.7% |
| JCI | Sell | JOHNSON CONTROLS | $215,806 | -6.6% | 3,584 | -0.8% | 0.01% | -20.0% |
| NCLH | Sell | NORWEGIAN CRUISE | $211,382 | +2.4% | 15,716 | -6.8% | 0.01% | -7.7% |
| ALC | New | ALCON AG COM | $205,694 | – | 2,916 | +100.0% | 0.01% | – |
| KIE | Sell | SPDR SER TRs&p ins etf | $202,032 | -50.9% | 5,133 | -48.9% | 0.01% | -53.8% |
| XPH | Sell | SPDR SERIESs&p smlcp low | $214,131 | -7.8% | 5,221 | -8.0% | 0.01% | -20.0% |
| AAL | Buy | AMERICAN AIRLINES | $196,146 | +17.2% | 13,298 | +1.1% | 0.01% | 0.0% |
| EZM | New | WISDOMTREE TRus midcap fund | $201,063 | – | 4,042 | +100.0% | 0.01% | – |
| VXRT | Sell | VAXART INC | $197,665 | -23.5% | 261,223 | -2.8% | 0.01% | -31.2% |
| FID | Buy | FIRST TRUSTs&p intl divid | $192,989 | +2.6% | 12,292 | +0.1% | 0.01% | -8.3% |
| LSTR | New | LANDSTAR SYS INC | $200,592 | – | 1,119 | +100.0% | 0.01% | – |
| PMM | Buy | PUTNAM MANAGED | $200,774 | -1.3% | 32,753 | +1.1% | 0.01% | -15.4% |
| PXD | Buy | PIONEER NATURAL | $200,606 | -4.9% | 982 | +6.4% | 0.01% | -15.4% |
| PSQ | PROSHARES SHORTshort qqq new | $173,443 | -17.3% | 14,240 | 0.0% | 0.01% | -23.1% | |
| HBAN | Buy | HUNTINGTON BANCSHARES | $171,138 | -19.6% | 15,280 | +1.2% | 0.01% | -23.1% |
| NAD | NUVEEN QUALITY | $167,669 | -2.3% | 14,542 | 0.0% | 0.01% | -9.1% | |
| EDOC | Sell | GLOBAL Xtelmdc&dig etf | $172,061 | -3.2% | 14,681 | -4.4% | 0.01% | -9.1% |
| HPS | New | HANCOCK JOHN PFD INCOME FD I | $172,634 | – | 11,800 | +100.0% | 0.01% | – |
| NAN | NUVEEN NEW YORK | $169,762 | +3.2% | 15,377 | 0.0% | 0.01% | 0.0% | |
| PGX | Buy | INVESCO PFDpfd etf | $166,051 | +11.8% | 14,464 | +8.9% | 0.01% | 0.0% |
| SOFI | Sell | SOFI TECHNOLOGIES | $154,300 | +28.5% | 25,420 | -2.4% | 0.01% | +12.5% |
| FFC | New | FLAHERTY & CRUMRINE | $163,173 | – | 11,790 | +100.0% | 0.01% | – |
| PLTM | Sell | GRANITESHARES PLATINUM | $158,393 | -14.0% | 16,350 | -6.8% | 0.01% | -25.0% |
| PSEC | New | PROSPECT CAP CORP | $148,987 | – | 21,406 | +100.0% | 0.01% | – |
| OOMA | Sell | OOMA INC | $163,945 | -10.0% | 13,105 | -2.0% | 0.01% | -18.2% |
| RCEL | New | AVITA MEDICAL | $151,575 | – | 10,850 | +100.0% | 0.01% | – |
| IGR | Buy | CBRE GLOBAL | $163,949 | -7.1% | 30,876 | +0.3% | 0.01% | -18.2% |
| Sell | HALEON PLCspon ads | $157,452 | -5.6% | 19,343 | -7.2% | 0.01% | -10.0% | |
| ORCC | Buy | OWL ROCK | $164,914 | +17.3% | 13,078 | +7.5% | 0.01% | 0.0% |
| NIO | Sell | NIO INCspon ads | $153,050 | +4.9% | 14,562 | -2.7% | 0.01% | 0.0% |
| PCN | Buy | PIMCO CORPORATE | $143,032 | +5.9% | 11,406 | +0.1% | 0.01% | 0.0% |
| ABR | New | ARBOR REALTY TRUST INC | $133,435 | – | 11,613 | +100.0% | 0.01% | – |
| ING | Sell | ING GROEPsponsored adr | $133,431 | -8.7% | 11,241 | -6.4% | 0.01% | -11.1% |
| New | INVESCO MORTGAGE | $133,082 | – | 12,000 | +100.0% | 0.01% | – | |
| HQL | TEKLA LIFEsh ben int | $142,518 | -2.0% | 10,231 | 0.0% | 0.01% | -11.1% | |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $141,355 | – | 12,804 | +100.0% | 0.01% | – |
| AWP | Buy | ABRDN GLOBAL | $142,441 | +6.1% | 34,573 | +0.4% | 0.01% | 0.0% |
| CHI | Buy | CALAMOS CONVERTIBLEsh ben int | $143,174 | +0.3% | 13,610 | +0.3% | 0.01% | -11.1% |
| PMO | Buy | PUTNAM MUN OPPTYS TRsh ben int | $145,137 | -3.6% | 14,009 | +1.0% | 0.01% | -11.1% |
| MPW | New | MEDICAL PPTYS TRUST INC | $116,665 | – | 14,193 | +100.0% | 0.01% | – |
| KEY | Sell | KEYCORP NEW | $125,395 | -38.8% | 10,016 | -14.9% | 0.01% | -46.2% |
| SNAP | Buy | SNAP INCcl a | $121,609 | +32.1% | 10,848 | +5.4% | 0.01% | +16.7% |
| ISD | PGIM HIGH | $130,242 | +2.8% | 10,676 | 0.0% | 0.01% | -12.5% | |
| PLTR | Buy | PALANTIR TECHNOLOGIEScl a | $126,170 | +31.6% | 14,931 | +0.0% | 0.01% | +16.7% |
| AGNC | Sell | AGNC INVESTMENT | $119,100 | -66.9% | 11,815 | -66.1% | 0.01% | -69.6% |
| SVM | SILVERCORP METALS | $115,555 | -4.0% | 30,250 | 0.0% | 0.01% | -12.5% | |
| SPCE | Buy | VIRGIN GALACTIC | $104,238 | +17.3% | 25,737 | +0.7% | 0.01% | 0.0% |
| Sell | GLOBAL Xcannabis etf new | $98,616 | -56.5% | 10,849 | -46.7% | 0.01% | -57.1% | |
| BHC | Sell | BAUSCH HEALTH | $92,316 | -8.7% | 11,397 | -4.2% | 0.01% | -16.7% |
| CHW | CALAMOS GLOBAL | $95,949 | +7.2% | 16,045 | 0.0% | 0.01% | -16.7% | |
| GERN | Buy | GERON CORP | $84,305 | +20.8% | 38,850 | +34.7% | 0.01% | +25.0% |
| NVTA | Buy | INVITAE CORP | $88,790 | -8.4% | 65,770 | +26.1% | 0.01% | -16.7% |
| GGN | New | GAMCO GLOBAL | $96,221 | – | 26,290 | +100.0% | 0.01% | – |
| New | UNITED STATES TREASURY NOTES NOTEnote | $88,766 | – | 40,050 | +100.0% | 0.01% | – | |
| SAND | SANDSTORM GOLD | $93,308 | +10.5% | 16,060 | 0.0% | 0.01% | 0.0% | |
| AG | Buy | FIRST MAJESTIC | $93,924 | -13.3% | 13,027 | +0.3% | 0.01% | -28.6% |
| KGC | Sell | KINROSS GOLD | $94,200 | -22.5% | 20,000 | -9.2% | 0.01% | -37.5% |
| EDIT | Sell | EDITAS MEDICINE | $89,461 | -19.8% | 12,339 | -1.9% | 0.01% | -28.6% |
| GNPX | Buy | GENPREX INC | $74,950 | -1.3% | 82,372 | +57.3% | 0.00% | -20.0% |
| NCZ | New | VIRTUS CONVERTIBLE & INC FD | $65,100 | – | 21,700 | +100.0% | 0.00% | – |
| IGD | New | VOYA GLBL EQTY DIV & PREM OP | $76,500 | – | 15,000 | +100.0% | 0.00% | – |
| STEM | Sell | STEM INC | $77,484 | -41.4% | 13,665 | -7.6% | 0.00% | -50.0% |
| USA | New | LIBERTY ALL STAR EQUITY FDsh ben int | $66,473 | – | 10,721 | +100.0% | 0.00% | – |
| CGC | Sell | CANOPY GROWTH | $69,246 | -26.5% | 39,566 | -3.0% | 0.00% | -33.3% |
| BRSP | Buy | BRIGHTSPIRE CAPITAL | $74,858 | -3.5% | 12,688 | +1.9% | 0.00% | -20.0% |
| BSGM | Buy | BIOSIG TECHNOLOGIES | $63,213 | +330.6% | 55,450 | +58.7% | 0.00% | +300.0% |
| YELL | Sell | YELLOW CORP | $65,974 | -20.7% | 32,500 | -1.9% | 0.00% | -20.0% |
| REKR | Sell | REKOR SYSTEMS | $67,996 | +3.2% | 54,395 | -0.9% | 0.00% | 0.0% |
| GNT | New | GAMCO NATURALsh ben int | $70,060 | – | 13,499 | +100.0% | 0.00% | – |
| Buy | GINKGO BIOWORKS | $69,786 | -14.9% | 52,470 | +8.2% | 0.00% | -20.0% | |
| EQX | EQUINOX GOLD | $65,123 | +57.0% | 12,645 | 0.0% | 0.00% | +33.3% | |
| MQ | New | MARQETA INC | $49,776 | – | 10,892 | +100.0% | 0.00% | – |
| MJ | Buy | ETFMG ALTERNATIVEetfmg altr hrvst | $61,013 | -10.3% | 17,333 | +8.6% | 0.00% | -25.0% |
| ICAD | Buy | ICAD INC | $61,135 | -20.0% | 49,302 | +18.1% | 0.00% | -40.0% |
| UP | Buy | WHEELS UP | $48,165 | -31.0% | 76,114 | +12.4% | 0.00% | -25.0% |
| PLX | PROTALIX BIOTHERAPEUTICS | $56,280 | +53.3% | 26,800 | 0.0% | 0.00% | +50.0% | |
| GLT | Sell | GLATFELTER CORP | $47,850 | +1.2% | 15,000 | -11.8% | 0.00% | 0.0% |
| IMH | Buy | IMPAC MORTGAGE | $33,452 | +208.0% | 95,501 | +50.0% | 0.00% | +100.0% |
| FAX | ABRDN ASIA | $28,938 | +1.1% | 10,879 | 0.0% | 0.00% | 0.0% | |
| TLRY | Sell | TILRAY BRANDS | $41,344 | -6.9% | 16,341 | -1.0% | 0.00% | -33.3% |
| YOLO | Buy | ADVISORSHARES PUREpure cannabis | $36,809 | -19.2% | 12,693 | +0.4% | 0.00% | -33.3% |
| ADCT | ADC THERAPEUTICS | $29,466 | -49.2% | 15,110 | 0.0% | 0.00% | -50.0% | |
| NCV | New | VIRTUS CONVERTIBLE & INCOME | $38,553 | – | 11,474 | +100.0% | 0.00% | – |
| NOVN | NOVAN INC | $13,000 | -11.0% | 10,000 | 0.0% | 0.00% | 0.0% | |
| MRIN | New | MARIN SOFTWARE | $10,016 | – | 11,000 | +100.0% | 0.00% | – |
| DBD | New | DIEBOLD NIXDORF | $13,232 | – | 11,027 | +100.0% | 0.00% | – |
| GSAT | Sell | GLOBALSTAR INC | $23,799 | -31.4% | 20,516 | -21.4% | 0.00% | -50.0% |
| NAK | NORTHERN DYNASTY | $9,785 | +8.5% | 40,975 | 0.0% | 0.00% | 0.0% | |
| New | VANGUARD WHITEHALL FDSintl high etf | $14,083 | – | 13,365 | +100.0% | 0.00% | – | |
| APPH | Buy | APPHARVEST INC | $19,284 | +58.5% | 31,493 | +46.8% | 0.00% | 0.0% |
| GOEV | Buy | CANOO INC | $12,009 | -45.5% | 18,400 | +2.8% | 0.00% | 0.0% |
| New | CBRE GLOBALright 04/06/2023 added | $852 | – | 27,600 | +100.0% | 0.00% | – | |
| ZOM | ZOMEDICA CORP | $2,458 | +29.8% | 11,613 | 0.0% | 0.00% | – | |
| Buy | MULLEN AUTOMOTIVE | $6,565 | +53.0% | 50,000 | +233.3% | 0.00% | – | |
| SKLZ | SKILLZ INC | $5,932 | +17.1% | 10,000 | 0.0% | 0.00% | – | |
| HOOK | HOOKIPA PHARMA | $7,690 | -9.2% | 10,450 | 0.0% | 0.00% | -100.0% | |
| RIDE | LORDSTOWN MOTORS | $6,631 | -41.8% | 10,000 | 0.0% | 0.00% | -100.0% | |
| New | EBET INC | $4,566 | – | 11,100 | +100.0% | 0.00% | – | |
| SESN | Exit | SESEN BIO | $0 | – | -30,130 | -100.0% | -0.00% | – |
| CRON | Exit | CRONOS GROUP | $0 | – | -11,235 | -100.0% | -0.00% | – |
| AKTS | Exit | AKOUSTIS TECHNOLOGIES | $0 | – | -14,350 | -100.0% | -0.00% | – |
| MSD | Exit | MORGAN STANLEY | $0 | – | -11,589 | -100.0% | -0.01% | – |
| BBDC | Exit | BARINGS BDC | $0 | – | -10,505 | -100.0% | -0.01% | – |
| RIG | Exit | TRANSOCEAN LTD | $0 | – | -19,212 | -100.0% | -0.01% | – |
| WEAT | Exit | TEUCRIUM WHEATwheat fd | $0 | – | -13,010 | -100.0% | -0.01% | – |
| PLUG | Exit | PLUG POWER | $0 | – | -10,123 | -100.0% | -0.01% | – |
| Exit | HIVE BLOCKCHAIN | $0 | – | -103,018 | -100.0% | -0.01% | – | |
| DNOW | Exit | NOW INC | $0 | – | -13,046 | -100.0% | -0.01% | – |
| RES | Exit | RPC INC | $0 | – | -17,592 | -100.0% | -0.01% | – |
| GEO | Exit | GEO GROUP | $0 | – | -17,682 | -100.0% | -0.01% | – |
| ARR | Exit | ARMOUR RESIDENTIAL | $0 | – | -34,316 | -100.0% | -0.01% | – |
| Exit | RIVIAN AUTOMOTIVE | $0 | – | -10,213 | -100.0% | -0.01% | – | |
| SCHJ | Exit | SCHWAB STRATEGIC1 5yr corp bd | $0 | – | -4,368 | -100.0% | -0.01% | – |
| PALL | Exit | ABERDEEN PHYSICALphysical palladm | $0 | – | -1,245 | -100.0% | -0.01% | – |
| DFS | Exit | DISCOVER FINANCIAL | $0 | – | -2,046 | -100.0% | -0.01% | – |
| IP | Exit | INTL PAPER | $0 | – | -5,958 | -100.0% | -0.01% | – |
| IYM | Exit | ISHARES U Su.s. bas mtl etf | $0 | – | -1,625 | -100.0% | -0.01% | – |
| SPHD | Exit | INVESCO S&Ps&p500 hdl vol | $0 | – | -5,169 | -100.0% | -0.01% | – |
| MINT | Exit | PIMCO EHNANCEDenhan shrt ma ac | $0 | – | -2,271 | -100.0% | -0.01% | – |
| EXR | Exit | EXTRA SPACE | $0 | – | -1,484 | -100.0% | -0.01% | – |
| LRGF | Exit | ISHARES U Smsci usa multift | $0 | – | -5,598 | -100.0% | -0.01% | – |
| IIPR | Exit | INNOVATIVE INDUSTRIAL | $0 | – | -2,144 | -100.0% | -0.01% | – |
| KFRC | Exit | KFORCE INC | $0 | – | -4,365 | -100.0% | -0.02% | – |
| SHYD | Exit | VANECK ETF TRUSTshrt hgh yld mun | $0 | – | -10,758 | -100.0% | -0.02% | – |
| GSY | Exit | INVESCO ULTRAultra shrt dur | $0 | – | -4,701 | -100.0% | -0.02% | – |
| Exit | DECISIONPOINT SYSTEMS | $0 | – | -29,034 | -100.0% | -0.02% | – | |
| NDAQ | Exit | NASDAQ INC | $0 | – | -3,885 | -100.0% | -0.02% | – |
| AXS | Exit | AXIS CAPITAL | $0 | – | -4,432 | -100.0% | -0.02% | – |
| FTAG | Exit | FIRST TRUSTindxx global agr | $0 | – | -8,548 | -100.0% | -0.02% | – |
| SLVP | Exit | ISHARES MSCImsci glb slv&mtl | $0 | – | -24,315 | -100.0% | -0.02% | – |
| AKRO | Exit | AKERO THERAPEUTICS | $0 | – | -4,715 | -100.0% | -0.02% | – |
| MET | Exit | METLIFE INC | $0 | – | -3,466 | -100.0% | -0.02% | – |
| GRES | Exit | INDEXIQ GLOBALiq glb res etf | $0 | – | -7,449 | -100.0% | -0.02% | – |
| TIPZ | Exit | PIMCO ETF TRbroad us tips | $0 | – | -4,830 | -100.0% | -0.02% | – |
| SBNY | Exit | SIGNATURE BANK | $0 | – | -2,210 | -100.0% | -0.02% | – |
| AOR | Exit | ISHARES COREgrwt allocat etf | $0 | – | -5,537 | -100.0% | -0.02% | – |
| GLOP | Exit | GASLOG PARTNERSunit ltd ptnrp | $0 | – | -40,372 | -100.0% | -0.02% | – |
| CROX | Exit | CROCS INC | $0 | – | -2,658 | -100.0% | -0.02% | – |
| OPCH | Exit | OPTION CARE | $0 | – | -9,352 | -100.0% | -0.02% | – |
| Exit | ANNALY CAPITAL | $0 | – | -13,347 | -100.0% | -0.02% | – | |
| FXG | Exit | FIRST TRUSTconsumr staple | $0 | – | -4,782 | -100.0% | -0.02% | – |
| CNI | Exit | CANADIAN NATIONAL | $0 | – | -2,007 | -100.0% | -0.02% | – |
| MRO | Exit | MARATHON OIL | $0 | – | -15,033 | -100.0% | -0.03% | – |
| LIN | Exit | LINDE PLC | $0 | – | -1,414 | -100.0% | -0.03% | – |
| SNGX | Exit | SOLIGENIX INC | $0 | – | -70,150 | -100.0% | -0.03% | – |
| COMT | Exit | ISHARES U Sgsci cmdty stgy | $0 | – | -19,412 | -100.0% | -0.03% | – |
| AIT | Exit | APPLIED INDUSTRIAL TECH | $0 | – | -4,235 | -100.0% | -0.03% | – |
| JVAL | Exit | J P MORGAN EXCHANGE TRADED Fus value factr | $0 | – | -16,977 | -100.0% | -0.04% | – |
| AGYS | Exit | AGILYSYS INC | $0 | – | -7,920 | -100.0% | -0.04% | – |
| SGDJ | Exit | SPROTT JRjr gold miners e | $0 | – | -24,279 | -100.0% | -0.04% | – |
| RING | Exit | ISHARES INCmsci gbl gold mn | $0 | – | -43,422 | -100.0% | -0.06% | – |
| SGDM | Exit | SPROTT GOLDgold miners etf | $0 | – | -97,564 | -100.0% | -0.15% | – |
| PDBC | Exit | INVESCO OPTIMUMoptimum yield | $0 | – | -319,351 | -100.0% | -0.30% | – |
| NANR | Exit | SPDR INDEXs&p north amer | $0 | – | -93,835 | -100.0% | -0.32% | – |
| FTXG | Exit | FIRST TRUSTnasdq fod bvrg | $0 | – | -195,512 | -100.0% | -0.33% | – |
| DBE | Exit | INVESCO DBenergy fd | $0 | – | -240,241 | -100.0% | -0.34% | – |
| QABA | Exit | FIRST TRUST | $0 | – | -187,942 | -100.0% | -0.62% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.