$290 Million is the total value of Pacific Center for Financial Services's 428 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUSB | New | VANGUARD BD INDEX FDSvanguard ultra | $37,708,364 | – | 765,808 | +100.0% | 13.00% | – |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $32,775,009 | – | 600,275 | +100.0% | 11.30% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $26,855,265 | – | 83,680 | +100.0% | 9.26% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $25,470,502 | – | 124,794 | +100.0% | 8.78% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $14,987,632 | – | 154,991 | +100.0% | 5.17% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $14,269,047 | – | 110,220 | +100.0% | 4.92% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $13,309,313 | – | 160,276 | +100.0% | 4.59% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $11,898,825 | – | 88,751 | +100.0% | 4.10% | – |
| CDC | New | VICTORY PORTFOLIOS II | $10,493,047 | – | 173,095 | +100.0% | 3.62% | – |
| USMV | New | ISHARES TRmsci usa min vol | $9,802,723 | – | 134,763 | +100.0% | 3.38% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $9,580,145 | – | 38,296 | +100.0% | 3.30% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $7,475,497 | – | 36,553 | +100.0% | 2.58% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $6,649,281 | – | 14,505 | +100.0% | 2.29% | – |
| VFVA | New | VANGUARD WELLINGTON FDus value factr | $5,933,315 | – | 61,187 | +100.0% | 2.04% | – |
| AAPL | New | APPLE INC | $4,992,176 | – | 30,274 | +100.0% | 1.72% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $4,346,721 | – | 69,659 | +100.0% | 1.50% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $4,061,361 | – | 19,255 | +100.0% | 1.40% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $2,580,344 | – | 24,458 | +100.0% | 0.89% | – |
| CVX | New | CHEVRON CORP NEW | $2,541,414 | – | 15,576 | +100.0% | 0.88% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $2,482,820 | – | 8,041 | +100.0% | 0.86% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $1,730,202 | – | 12,341 | +100.0% | 0.60% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $1,688,066 | – | 45,160 | +100.0% | 0.58% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $1,226,162 | – | 22,715 | +100.0% | 0.42% | – |
| MSFT | New | MICROSOFT CORP | $1,058,389 | – | 3,671 | +100.0% | 0.36% | – |
| T | New | AT&T INC | $1,019,769 | – | 52,975 | +100.0% | 0.35% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $998,770 | – | 18,090 | +100.0% | 0.34% | – |
| WFC | New | WELLS FARGO CO NEW | $873,185 | – | 23,360 | +100.0% | 0.30% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $850,863 | – | 5,630 | +100.0% | 0.29% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $779,952 | – | 3,271 | +100.0% | 0.27% | – |
| NVDA | New | NVIDIA CORPORATION | $770,666 | – | 2,774 | +100.0% | 0.27% | – |
| NEE | New | NEXTERA ENERGY INC | $744,230 | – | 9,655 | +100.0% | 0.26% | – |
| PRFZ | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $686,559 | – | 4,173 | +100.0% | 0.24% | – |
| XOM | New | EXXON MOBIL CORP | $609,347 | – | 5,557 | +100.0% | 0.21% | – |
| VLO | New | VALERO ENERGY CORP | $532,901 | – | 3,817 | +100.0% | 0.18% | – |
| V | New | VISA INC | $534,512 | – | 2,371 | +100.0% | 0.18% | – |
| EFAV | New | ISHARES TRmsci eafe min vl | $522,437 | – | 7,723 | +100.0% | 0.18% | – |
| JPM | New | JPMORGAN CHASE & CO | $514,245 | – | 3,946 | +100.0% | 0.18% | – |
| ASML | New | ASML HOLDING N V | $501,003 | – | 736 | +100.0% | 0.17% | – |
| GLD | New | SPDR GOLD TR | $488,099 | – | 2,664 | +100.0% | 0.17% | – |
| AMZN | New | AMAZON COM INC | $485,269 | – | 4,698 | +100.0% | 0.17% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $475,508 | – | 12,227 | +100.0% | 0.16% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $470,080 | – | 4,520 | +100.0% | 0.16% | – |
| VOO | New | VANGUARD INDEX FDS | $465,951 | – | 1,239 | +100.0% | 0.16% | – |
| PG | New | PROCTER AND GAMBLE CO | $452,613 | – | 3,044 | +100.0% | 0.16% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $450,189 | – | 4,340 | +100.0% | 0.16% | – |
| COST | New | COSTCO WHSL CORP NEW | $431,986 | – | 869 | +100.0% | 0.15% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $427,345 | – | 1,044 | +100.0% | 0.15% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $423,617 | – | 5,156 | +100.0% | 0.15% | – |
| IDV | New | ISHARES TRintl sel div etf | $409,182 | – | 14,885 | +100.0% | 0.14% | – |
| DIS | New | DISNEY WALT CO | $406,039 | – | 4,055 | +100.0% | 0.14% | – |
| ABBV | New | ABBVIE INC | $405,305 | – | 2,543 | +100.0% | 0.14% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $390,299 | – | 1,173 | +100.0% | 0.14% | – |
| XBI | New | SPDR SER TRs&p biotech | $387,905 | – | 5,090 | +100.0% | 0.13% | – |
| DLB | New | DOLBY LABORATORIES INC | $384,134 | – | 4,497 | +100.0% | 0.13% | – |
| KO | New | COCA COLA CO | $381,361 | – | 6,148 | +100.0% | 0.13% | – |
| SUSA | New | ISHARES TRmsci usa esg slc | $376,704 | – | 4,292 | +100.0% | 0.13% | – |
| SHV | New | ISHARES TRshort treas bd | $374,043 | – | 3,385 | +100.0% | 0.13% | – |
| ICSH | New | ISHARES TRblackrock ultra | $369,151 | – | 7,346 | +100.0% | 0.13% | – |
| NEP | New | NEXTERA ENERGY PARTNERS LP | $335,116 | – | 5,516 | +100.0% | 0.12% | – |
| PSA | New | PUBLIC STORAGE | $318,154 | – | 1,053 | +100.0% | 0.11% | – |
| KMI | New | KINDER MORGAN INC DEL | $303,126 | – | 17,312 | +100.0% | 0.10% | – |
| AVT | New | AVNET INC | $300,128 | – | 6,640 | +100.0% | 0.10% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $296,994 | – | 1,928 | +100.0% | 0.10% | – |
| DVY | New | ISHARES TRselect divid etf | $288,465 | – | 2,462 | +100.0% | 0.10% | – |
| C | New | CITIGROUP INC | $288,374 | – | 6,150 | +100.0% | 0.10% | – |
| CPRT | New | COPART INC | $285,046 | – | 3,790 | +100.0% | 0.10% | – |
| HON | New | HONEYWELL INTL INC | $280,756 | – | 1,469 | +100.0% | 0.10% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $276,282 | – | 4,082 | +100.0% | 0.10% | – |
| CSCO | New | CISCO SYS INC | $273,765 | – | 5,237 | +100.0% | 0.09% | – |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $259,643 | – | 4,955 | +100.0% | 0.09% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $257,485 | – | 6,792 | +100.0% | 0.09% | – |
| PFE | New | PFIZER INC | $233,360 | – | 5,720 | +100.0% | 0.08% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $218,422 | – | 2,986 | +100.0% | 0.08% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $215,856 | – | 2,822 | +100.0% | 0.07% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $214,513 | – | 2,590 | +100.0% | 0.07% | – |
| SPYX | New | SPDR SER TRspdr s&p 500 etf | $207,295 | – | 6,236 | +100.0% | 0.07% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $194,199 | – | 1,286 | +100.0% | 0.07% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $191,088 | – | 2,757 | +100.0% | 0.07% | – |
| ED | New | CONSOLIDATED EDISON INC | $191,340 | – | 2,000 | +100.0% | 0.07% | – |
| SOXX | New | ISHARES TRishares semicdtr | $190,193 | – | 428 | +100.0% | 0.07% | – |
| DOW | New | DOW INC | $187,989 | – | 3,429 | +100.0% | 0.06% | – |
| HD | New | HOME DEPOT INC | $178,762 | – | 606 | +100.0% | 0.06% | – |
| FB | New | META PLATFORMS INCcl a | $172,944 | – | 816 | +100.0% | 0.06% | – |
| REZ | New | ISHARES TRresidential mult | $173,379 | – | 2,455 | +100.0% | 0.06% | – |
| New | WARNER BROS DISCOVERY INC | $174,798 | – | 11,576 | +100.0% | 0.06% | – | |
| BAC | New | BANK AMERICA CORP | $169,118 | – | 5,913 | +100.0% | 0.06% | – |
| New | GENERAL ELECTRIC CO | $169,226 | – | 1,770 | +100.0% | 0.06% | – | |
| New | LINDE PLC | $168,479 | – | 474 | +100.0% | 0.06% | – | |
| TSLA | New | TESLA INC | $164,527 | – | 793 | +100.0% | 0.06% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $166,057 | – | 1,825 | +100.0% | 0.06% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $164,435 | – | 673 | +100.0% | 0.06% | – |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $163,180 | – | 708 | +100.0% | 0.06% | – |
| ORCL | New | ORACLE CORP | $162,053 | – | 1,744 | +100.0% | 0.06% | – |
| IBB | New | ISHARES TRishares biotech | $153,422 | – | 1,188 | +100.0% | 0.05% | – |
| PGJ | New | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $150,826 | – | 5,080 | +100.0% | 0.05% | – |
| CAT | New | CATERPILLAR INC | $151,823 | – | 663 | +100.0% | 0.05% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $147,243 | – | 405 | +100.0% | 0.05% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $148,309 | – | 630 | +100.0% | 0.05% | – |
| VOOV | New | VANGUARD ADMIRAL FDS INC500 val idx fd | $148,461 | – | 1,012 | +100.0% | 0.05% | – |
| BANF | New | BANCFIRST CORP | $145,425 | – | 1,750 | +100.0% | 0.05% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $142,049 | – | 906 | +100.0% | 0.05% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $141,966 | – | 1,430 | +100.0% | 0.05% | – |
| WMT | New | WALMART INC | $140,816 | – | 955 | +100.0% | 0.05% | – |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $135,275 | – | 8,750 | +100.0% | 0.05% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $135,424 | – | 918 | +100.0% | 0.05% | – |
| BKNG | New | BOOKING HOLDINGS INC | $132,621 | – | 50 | +100.0% | 0.05% | – |
| STOT | New | SSGA ACTIVE TRspdr dbleln shrt | $133,665 | – | 2,879 | +100.0% | 0.05% | – |
| MRK | New | MERCK & CO INC | $130,435 | – | 1,226 | +100.0% | 0.04% | – |
| SRE | New | SEMPRA | $126,824 | – | 839 | +100.0% | 0.04% | – |
| SSD | New | SIMPSON MFG INC | $121,153 | – | 1,105 | +100.0% | 0.04% | – |
| PLD | New | PROLOGIS INC. | $119,281 | – | 956 | +100.0% | 0.04% | – |
| JNJ | New | JOHNSON & JOHNSON | $115,858 | – | 747 | +100.0% | 0.04% | – |
| ACWV | New | ISHARES INCmsci gbl min vol | $115,206 | – | 1,191 | +100.0% | 0.04% | – |
| ROST | New | ROSS STORES INC | $110,183 | – | 1,038 | +100.0% | 0.04% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $105,775 | – | 558 | +100.0% | 0.04% | – |
| MCD | New | MCDONALDS CORP | $105,323 | – | 377 | +100.0% | 0.04% | – |
| SNAP | New | SNAP INCcl a | $105,857 | – | 9,443 | +100.0% | 0.04% | – |
| NFLX | New | NETFLIX INC | $103,299 | – | 299 | +100.0% | 0.04% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $104,218 | – | 2,178 | +100.0% | 0.04% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $105,256 | – | 590 | +100.0% | 0.04% | – |
| DTE | New | DTE ENERGY CO | $100,777 | – | 920 | +100.0% | 0.04% | – |
| HYMB | New | SPDR SER TRnuveen bloomberg | $102,064 | – | 4,076 | +100.0% | 0.04% | – |
| BA | New | BOEING CO | $98,557 | – | 464 | +100.0% | 0.03% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $98,157 | – | 8,891 | +100.0% | 0.03% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $99,066 | – | 257 | +100.0% | 0.03% | – |
| New | DIMENSIONAL ETF TRUSTus mktwide value | $95,151 | – | 2,842 | +100.0% | 0.03% | – | |
| VREX | New | VAREX IMAGING CORP | $94,225 | – | 5,180 | +100.0% | 0.03% | – |
| AOM | New | ISHARES TRmodert alloc etf | $94,169 | – | 2,362 | +100.0% | 0.03% | – |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $90,801 | – | 1,899 | +100.0% | 0.03% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $90,948 | – | 286 | +100.0% | 0.03% | – |
| TGT | New | TARGET CORP | $84,317 | – | 509 | +100.0% | 0.03% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $85,415 | – | 50 | +100.0% | 0.03% | – |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $81,976 | – | 1,537 | +100.0% | 0.03% | – |
| A | New | AGILENT TECHNOLOGIES INC | $81,621 | – | 590 | +100.0% | 0.03% | – |
| HPQ | New | HP INC | $81,711 | – | 2,784 | +100.0% | 0.03% | – |
| PM | New | PHILIP MORRIS INTL INC | $82,177 | – | 845 | +100.0% | 0.03% | – |
| PCG | New | PG&E CORP | $78,506 | – | 4,855 | +100.0% | 0.03% | – |
| EMR | New | EMERSON ELEC CO | $79,124 | – | 908 | +100.0% | 0.03% | – |
| MO | New | ALTRIA GROUP INC | $77,282 | – | 1,732 | +100.0% | 0.03% | – |
| ACN | New | ACCENTURE PLC IRELAND | $76,026 | – | 266 | +100.0% | 0.03% | – |
| AXP | New | AMERICAN EXPRESS CO | $74,228 | – | 450 | +100.0% | 0.03% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $76,569 | – | 162 | +100.0% | 0.03% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $72,355 | – | 325 | +100.0% | 0.02% | – |
| EIX | New | EDISON INTL | $71,861 | – | 1,018 | +100.0% | 0.02% | – |
| New | DIMENSIONAL ETF TRUSTinternatnal val | $69,553 | – | 2,158 | +100.0% | 0.02% | – | |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $68,956 | – | 262 | +100.0% | 0.02% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $67,232 | – | 3,399 | +100.0% | 0.02% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $67,641 | – | 747 | +100.0% | 0.02% | – |
| SBUX | New | STARBUCKS CORP | $63,606 | – | 611 | +100.0% | 0.02% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $62,432 | – | 611 | +100.0% | 0.02% | – |
| IWB | New | ISHARES TRrus 1000 etf | $64,416 | – | 286 | +100.0% | 0.02% | – |
| NKE | New | NIKE INCcl b | $62,056 | – | 506 | +100.0% | 0.02% | – |
| AMGN | New | AMGEN INC | $62,143 | – | 257 | +100.0% | 0.02% | – |
| UNP | New | UNION PAC CORP | $61,787 | – | 307 | +100.0% | 0.02% | – |
| INTC | New | INTEL CORP | $58,120 | – | 1,779 | +100.0% | 0.02% | – |
| SMMV | New | ISHARES TRmsci usa smcp mn | $58,194 | – | 1,678 | +100.0% | 0.02% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $59,041 | – | 758 | +100.0% | 0.02% | – |
| COMB | New | GRANITESHARES ETF TR | $58,544 | – | 2,755 | +100.0% | 0.02% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $58,620 | – | 392 | +100.0% | 0.02% | – |
| BK | New | BANK NEW YORK MELLON CORP | $55,483 | – | 1,221 | +100.0% | 0.02% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $51,198 | – | 506 | +100.0% | 0.02% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $51,868 | – | 744 | +100.0% | 0.02% | – |
| MMM | New | 3M CO | $51,610 | – | 491 | +100.0% | 0.02% | – |
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $51,857 | – | 677 | +100.0% | 0.02% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $48,349 | – | 673 | +100.0% | 0.02% | – |
| BIO | New | BIO RAD LABS INCcl a | $49,340 | – | 103 | +100.0% | 0.02% | – |
| New | GE HEALTHCARE TECHNOLOGIES I | $48,234 | – | 588 | +100.0% | 0.02% | – | |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $47,637 | – | 295 | +100.0% | 0.02% | – |
| GILD | New | GILEAD SCIENCES INC | $47,338 | – | 571 | +100.0% | 0.02% | – |
| PEP | New | PEPSICO INC | $46,907 | – | 257 | +100.0% | 0.02% | – |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $42,462 | – | 1,665 | +100.0% | 0.02% | – |
| FBHS | New | FORTUNE BRANDS INNOVATIONS I | $44,048 | – | 750 | +100.0% | 0.02% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $43,977 | – | 277 | +100.0% | 0.02% | – |
| AMJ | New | JPMORGAN CHASE & COalerian ml etn | $43,826 | – | 1,975 | +100.0% | 0.02% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $44,350 | – | 2,784 | +100.0% | 0.02% | – |
| CRM | New | SALESFORCE INC | $40,756 | – | 204 | +100.0% | 0.01% | – |
| F | New | FORD MTR CO DEL | $41,325 | – | 3,280 | +100.0% | 0.01% | – |
| PHM | New | PULTE GROUP INC | $41,496 | – | 712 | +100.0% | 0.01% | – |
| SONO | New | SONOS INC | $39,240 | – | 2,000 | +100.0% | 0.01% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $40,381 | – | 1,256 | +100.0% | 0.01% | – |
| PNW | New | PINNACLE WEST CAP CORP | $39,620 | – | 500 | +100.0% | 0.01% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $40,901 | – | 312 | +100.0% | 0.01% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $39,600 | – | 1,341 | +100.0% | 0.01% | – |
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $38,788 | – | 736 | +100.0% | 0.01% | – |
| EVRG | New | EVERGY INC | $36,550 | – | 598 | +100.0% | 0.01% | – |
| GIS | New | GENERAL MLS INC | $38,554 | – | 451 | +100.0% | 0.01% | – |
| ABT | New | ABBOTT LABS | $37,467 | – | 370 | +100.0% | 0.01% | – |
| HLAL | New | LISTED FD TRwahed ftse etf | $38,125 | – | 978 | +100.0% | 0.01% | – |
| VIAC | New | PARAMOUNT GLOBAL | $34,960 | – | 1,567 | +100.0% | 0.01% | – |
| USB | New | US BANCORP DEL | $35,618 | – | 988 | +100.0% | 0.01% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $33,039 | – | 101 | +100.0% | 0.01% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $32,798 | – | 439 | +100.0% | 0.01% | – |
| IWR | New | ISHARES TRrus mid cap etf | $31,325 | – | 448 | +100.0% | 0.01% | – |
| LUV | New | SOUTHWEST AIRLS CO | $32,540 | – | 1,000 | +100.0% | 0.01% | – |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $30,720 | – | 428 | +100.0% | 0.01% | – |
| QCOM | New | QUALCOMM INC | $31,385 | – | 246 | +100.0% | 0.01% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $32,724 | – | 810 | +100.0% | 0.01% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $31,134 | – | 789 | +100.0% | 0.01% | – |
| PFM | New | INVESCO EXCHANGE TRADED FD Tdivid achievev | $30,452 | – | 832 | +100.0% | 0.01% | – |
| CCL | New | CARNIVAL CORP | $28,877 | – | 2,845 | +100.0% | 0.01% | – |
| D | New | DOMINION ENERGY INC | $27,955 | – | 500 | +100.0% | 0.01% | – |
| ESS | New | ESSEX PPTY TR INC | $29,962 | – | 143 | +100.0% | 0.01% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $29,047 | – | 265 | +100.0% | 0.01% | – |
| PRU | New | PRUDENTIAL FINL INC | $27,139 | – | 328 | +100.0% | 0.01% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $24,843 | – | 128 | +100.0% | 0.01% | – |
| TSCO | New | TRACTOR SUPPLY CO | $25,855 | – | 110 | +100.0% | 0.01% | – |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $25,296 | – | 560 | +100.0% | 0.01% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $27,195 | – | 1,050 | +100.0% | 0.01% | – |
| CARZ | New | FIRST TR EXCHANGE TRADED FDs netwrk fut veh | $26,139 | – | 513 | +100.0% | 0.01% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $22,026 | – | 308 | +100.0% | 0.01% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $22,610 | – | 220 | +100.0% | 0.01% | – |
| ET | New | ENERGY TRANSFER L P | $23,943 | – | 1,920 | +100.0% | 0.01% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $22,651 | – | 136 | +100.0% | 0.01% | – |
| CSQ | New | CALAMOS STRATEGIC TOTAL RETU | $23,688 | – | 1,692 | +100.0% | 0.01% | – |
| DTM | New | DT MIDSTREAM INC | $22,661 | – | 459 | +100.0% | 0.01% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $24,294 | – | 350 | +100.0% | 0.01% | – |
| IWC | New | ISHARES TRmicro-cap etf | $22,784 | – | 218 | +100.0% | 0.01% | – |
| KIM | New | KIMCO RLTY CORP | $22,936 | – | 1,174 | +100.0% | 0.01% | – |
| STWD | New | STARWOOD PPTY TR INC | $21,228 | – | 1,200 | +100.0% | 0.01% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $19,151 | – | 208 | +100.0% | 0.01% | – |
| CSX | New | CSX CORP | $21,557 | – | 720 | +100.0% | 0.01% | – |
| VFMF | New | VANGUARD WELLINGTON FDus multifactor | $19,225 | – | 194 | +100.0% | 0.01% | – |
| IDNA | New | ISHARES TRgenomics immun | $19,553 | – | 840 | +100.0% | 0.01% | – |
| WDAY | New | WORKDAY INCcl a | $20,654 | – | 100 | +100.0% | 0.01% | – |
| ERTH | New | INVESCO EXCHANGE TRADED FD Tinvesco msci | $19,153 | – | 390 | +100.0% | 0.01% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $19,618 | – | 200 | +100.0% | 0.01% | – |
| NVO | New | NOVO-NORDISK A Sadr | $21,484 | – | 135 | +100.0% | 0.01% | – |
| RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $20,127 | – | 69 | +100.0% | 0.01% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $19,610 | – | 314 | +100.0% | 0.01% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $20,860 | – | 213 | +100.0% | 0.01% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $20,509 | – | 140 | +100.0% | 0.01% | – |
| BIIB | New | BIOGEN INC | $19,741 | – | 71 | +100.0% | 0.01% | – |
| DG | New | DOLLAR GEN CORP NEW | $19,363 | – | 92 | +100.0% | 0.01% | – |
| DEO | New | DIAGEO PLCspon adr new | $20,474 | – | 113 | +100.0% | 0.01% | – |
| SNA | New | SNAP ON INC | $19,752 | – | 80 | +100.0% | 0.01% | – |
| DE | New | DEERE & CO | $20,644 | – | 50 | +100.0% | 0.01% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $17,502 | – | 187 | +100.0% | 0.01% | – |
| PH | New | PARKER-HANNIFIN CORP | $16,806 | – | 50 | +100.0% | 0.01% | – |
| IYF | New | ISHARES TRu.s. finls etf | $16,790 | – | 236 | +100.0% | 0.01% | – |
| KMB | New | KIMBERLY-CLARK CORP | $16,778 | – | 125 | +100.0% | 0.01% | – |
| DLR | New | DIGITAL RLTY TR INC | $18,090 | – | 184 | +100.0% | 0.01% | – |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $17,010 | – | 219 | +100.0% | 0.01% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $16,380 | – | 222 | +100.0% | 0.01% | – |
| YUM | New | YUM BRANDS INC | $18,492 | – | 140 | +100.0% | 0.01% | – |
| HSY | New | HERSHEY CO | $18,064 | – | 71 | +100.0% | 0.01% | – |
| CVS | New | CVS HEALTH CORP | $18,578 | – | 250 | +100.0% | 0.01% | – |
| AFL | New | AFLAC INC | $14,195 | – | 220 | +100.0% | 0.01% | – |
| IEMG | New | ISHARES INCcore msci emkt | $13,125 | – | 269 | +100.0% | 0.01% | – |
| BAX | New | BAXTER INTL INC | $15,048 | – | 371 | +100.0% | 0.01% | – |
| VMW | New | VMWARE INC | $15,232 | – | 122 | +100.0% | 0.01% | – |
| BLDP | New | BALLARD PWR SYS INC NEW | $14,482 | – | 2,600 | +100.0% | 0.01% | – |
| MFC | New | MANULIFE FINL CORP | $15,001 | – | 817 | +100.0% | 0.01% | – |
| BXMT | New | BLACKSTONE MTG TR INC | $15,173 | – | 850 | +100.0% | 0.01% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $14,304 | – | 70 | +100.0% | 0.01% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $14,922 | – | 275 | +100.0% | 0.01% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $15,774 | – | 64 | +100.0% | 0.01% | – |
| LOW | New | LOWES COS INC | $14,598 | – | 73 | +100.0% | 0.01% | – |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $13,345 | – | 282 | +100.0% | 0.01% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $13,155 | – | 32 | +100.0% | 0.01% | – |
| MPC | New | MARATHON PETE CORP | $15,101 | – | 112 | +100.0% | 0.01% | – |
| CCEP | New | COCA-COLA EUROPACIFIC PARTNE | $11,838 | – | 200 | +100.0% | 0.00% | – |
| PBD | New | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $12,526 | – | 636 | +100.0% | 0.00% | – |
| IFRA | New | ISHARES TRus infrastruc | $10,430 | – | 279 | +100.0% | 0.00% | – |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $10,799 | – | 86 | +100.0% | 0.00% | – |
| SLV | New | ISHARES SILVER TRishares | $11,790 | – | 533 | +100.0% | 0.00% | – |
| FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $10,224 | – | 122 | +100.0% | 0.00% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $10,331 | – | 364 | +100.0% | 0.00% | – |
| PBW | New | INVESCO EXCHANGE TRADED FD Twilderhil clan | $10,304 | – | 255 | +100.0% | 0.00% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $11,153 | – | 77 | +100.0% | 0.00% | – |
| LXP | New | LXP INDUSTRIAL TRUST | $12,352 | – | 1,198 | +100.0% | 0.00% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $11,475 | – | 46 | +100.0% | 0.00% | – |
| NVS | New | NOVARTIS AGsponsored adr | $11,316 | – | 123 | +100.0% | 0.00% | – |
| TJX | New | TJX COS INC NEW | $9,090 | – | 116 | +100.0% | 0.00% | – |
| EWA | New | ISHARES INCmsci aust etf | $8,938 | – | 390 | +100.0% | 0.00% | – |
| IRBO | New | ISHARES TRrobotics artif | $8,050 | – | 257 | +100.0% | 0.00% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $10,020 | – | 26 | +100.0% | 0.00% | – |
| YUMC | New | YUM CHINA HLDGS INC | $8,875 | – | 140 | +100.0% | 0.00% | – |
| WH | New | WYNDHAM HOTELS & RESORTS INC | $7,464 | – | 110 | +100.0% | 0.00% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $7,606 | – | 81 | +100.0% | 0.00% | – |
| WABC | New | WESTAMERICA BANCORPORATION | $8,417 | – | 190 | +100.0% | 0.00% | – |
| CGW | New | INVESCO EXCH TRADED FD TR IIs&p gbl water | $9,559 | – | 192 | +100.0% | 0.00% | – |
| NWSA | New | NEWS CORP NEWcl a | $8,722 | – | 505 | +100.0% | 0.00% | – |
| WM | New | WASTE MGMT INC DEL | $7,972 | – | 49 | +100.0% | 0.00% | – |
| IP | New | INTERNATIONAL PAPER CO | $7,934 | – | 220 | +100.0% | 0.00% | – |
| AVGO | New | BROADCOM INC | $7,699 | – | 12 | +100.0% | 0.00% | – |
| DVN | New | DEVON ENERGY CORP NEW | $9,718 | – | 192 | +100.0% | 0.00% | – |
| GPC | New | GENUINE PARTS CO | $8,366 | – | 50 | +100.0% | 0.00% | – |
| ROKU | New | ROKU INC | $8,557 | – | 130 | +100.0% | 0.00% | – |
| AIRC | New | APARTMENT INCOME REIT CORP | $8,846 | – | 247 | +100.0% | 0.00% | – |
| TEF | New | TELEFONICA S Asponsored adr | $9,750 | – | 2,278 | +100.0% | 0.00% | – |
| CTVA | New | CORTEVA INC | $8,203 | – | 136 | +100.0% | 0.00% | – |
| FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $8,068 | – | 52 | +100.0% | 0.00% | – |
| SIMS | New | SPDR SER TRs&p kensho intlg | $7,566 | – | 218 | +100.0% | 0.00% | – |
| FITB | New | FIFTH THIRD BANCORP | $9,324 | – | 350 | +100.0% | 0.00% | – |
| FDX | New | FEDEX CORP | $7,541 | – | 33 | +100.0% | 0.00% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $9,197 | – | 55 | +100.0% | 0.00% | – |
| KR | New | KROGER CO | $9,874 | – | 200 | +100.0% | 0.00% | – |
| HRB | New | BLOCK H & R INC | $9,870 | – | 280 | +100.0% | 0.00% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $9,355 | – | 48 | +100.0% | 0.00% | – |
| CAKE | New | CHEESECAKE FACTORY INC | $8,377 | – | 239 | +100.0% | 0.00% | – |
| COF | New | CAPITAL ONE FINL CORP | $9,616 | – | 100 | +100.0% | 0.00% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $9,986 | – | 332 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS INTERNATIONAL | $5,464 | – | 123 | +100.0% | 0.00% | – |
| FANG | New | DIAMONDBACK ENERGY INC | $4,469 | – | 33 | +100.0% | 0.00% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $4,611 | – | 8 | +100.0% | 0.00% | – |
| NTCT | New | NETSCOUT SYS INC | $6,303 | – | 220 | +100.0% | 0.00% | – |
| HDRO | New | ETF SER SOLUTIONSdefiance next | $6,440 | – | 659 | +100.0% | 0.00% | – |
| WHR | New | WHIRLPOOL CORP | $6,601 | – | 50 | +100.0% | 0.00% | – |
| INDY | New | ISHARES TRindia 50 etf | $6,820 | – | 166 | +100.0% | 0.00% | – |
| EFA | New | ISHARES TRmsci eafe etf | $6,366 | – | 89 | +100.0% | 0.00% | – |
| RY | New | ROYAL BK CDA SUSTAINABL | $5,735 | – | 60 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY CO | $6,109 | – | 239 | +100.0% | 0.00% | – |
| PPL | New | PPL CORP | $5,281 | – | 190 | +100.0% | 0.00% | – |
| New | AMERICA MOVIL SAB DE CVspon ads rp cl b | $5,368 | – | 255 | +100.0% | 0.00% | – | |
| LNC | New | LINCOLN NATL CORP IND | $4,719 | – | 210 | +100.0% | 0.00% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $6,582 | – | 119 | +100.0% | 0.00% | – |
| CHGG | New | CHEGG INC | $4,890 | – | 300 | +100.0% | 0.00% | – |
| DHR | New | DANAHER CORPORATION | $4,537 | – | 18 | +100.0% | 0.00% | – |
| COP | New | CONOCOPHILLIPS | $5,060 | – | 51 | +100.0% | 0.00% | – |
| XOP | New | SPDR SER TRs&p oilgas exp | $4,659 | – | 37 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC | $4,636 | – | 80 | +100.0% | 0.00% | – |
| DD | New | DUPONT DE NEMOURS INC | $4,881 | – | 68 | +100.0% | 0.00% | – |
| TWLO | New | TWILIO INCcl a | $6,663 | – | 100 | +100.0% | 0.00% | – |
| ALGT | New | ALLEGIANT TRAVEL CO | $2,300 | – | 25 | +100.0% | 0.00% | – |
| JNPR | New | JUNIPER NETWORKS INC | $3,924 | – | 114 | +100.0% | 0.00% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $1,980 | – | 13 | +100.0% | 0.00% | – |
| KHC | New | KRAFT HEINZ CO | $3,133 | – | 81 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL CORP | $2,684 | – | 112 | +100.0% | 0.00% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $2,685 | – | 62 | +100.0% | 0.00% | – |
| New | MASTERBRAND INC | $3,015 | – | 375 | +100.0% | 0.00% | – | |
| MRNA | New | MODERNA INC | $3,696 | – | 24 | +100.0% | 0.00% | – |
| JWN | New | NORDSTROM INC | $3,840 | – | 236 | +100.0% | 0.00% | – |
| OGN | New | ORGANON & CO | $2,870 | – | 122 | +100.0% | 0.00% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $2,110 | – | 25 | +100.0% | 0.00% | – |
| INVA | New | INNOVIVA INC | $2,250 | – | 200 | +100.0% | 0.00% | – |
| GRPH | New | GRAPHITE BIO INC | $1,838 | – | 750 | +100.0% | 0.00% | – |
| PDS | New | PRECISION DRILLING CORP | $1,543 | – | 30 | +100.0% | 0.00% | – |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $3,366 | – | 132 | +100.0% | 0.00% | – |
| New | GSK PLCsponsored adr | $4,092 | – | 115 | +100.0% | 0.00% | – | |
| REZI | New | RESIDEO TECHNOLOGIES INC | $1,554 | – | 85 | +100.0% | 0.00% | – |
| New | RIVIAN AUTOMOTIVE INC | $1,548 | – | 100 | +100.0% | 0.00% | – | |
| SNY | New | SANOFIsponsored adr | $3,211 | – | 59 | +100.0% | 0.00% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $2,373 | – | 59 | +100.0% | 0.00% | – |
| SYK | New | STRYKER CORPORATION | $3,141 | – | 11 | +100.0% | 0.00% | – |
| TDC | New | TERADATA CORP DEL | $1,692 | – | 42 | +100.0% | 0.00% | – |
| TNL | New | TRAVEL PLUS LEISURE CO | $4,312 | – | 110 | +100.0% | 0.00% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $1,549 | – | 35 | +100.0% | 0.00% | – |
| VFC | New | V F CORP | $2,750 | – | 120 | +100.0% | 0.00% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $2,288 | – | 50 | +100.0% | 0.00% | – |
| CAH | New | CARDINAL HEALTH INC | $1,963 | – | 26 | +100.0% | 0.00% | – |
| ELY | New | TOPGOLF CALLAWAY BRANDS CORP | $2,054 | – | 95 | +100.0% | 0.00% | – |
| AI | New | C3 AI INCcl a | $2,082 | – | 62 | +100.0% | 0.00% | – |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $2,918 | – | 30 | +100.0% | 0.00% | – |
| BP | New | BP PLCsponsored adr | $1,897 | – | 50 | +100.0% | 0.00% | – |
| AIV | New | APARTMENT INVT & MGMT COcl a | $1,900 | – | 247 | +100.0% | 0.00% | – |
| APH | New | AMPHENOL CORP NEWcl a | $3,760 | – | 46 | +100.0% | 0.00% | – |
| WDC | New | WESTERN DIGITAL CORP. | $3,014 | – | 80 | +100.0% | 0.00% | – |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $2,927 | – | 20 | +100.0% | 0.00% | – |
| ALC | New | ALCON AG | $1,693 | – | 24 | +100.0% | 0.00% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $3,664 | – | 81 | +100.0% | 0.00% | – |
| ARKK | New | ARK ETF TRinnovation etf | $3,671 | – | 91 | +100.0% | 0.00% | – |
| TMUS | New | T-MOBILE US INC | $435 | – | 3 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $265 | – | 6 | +100.0% | 0.00% | – |
| New | SYLVAMO CORP | $926 | – | 20 | +100.0% | 0.00% | – | |
| New | DERMTECH INC | $402 | – | 109 | +100.0% | 0.00% | – | |
| BLK | New | BLACKROCK INC | $10 | – | 0 | +100.0% | 0.00% | – |
| New | DSS INC | $13 | – | 57 | +100.0% | 0.00% | – | |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $26 | – | 0 | +100.0% | 0.00% | – |
| M | New | MACYS INC | $1,014 | – | 58 | +100.0% | 0.00% | – |
| BYND | New | BEYOND MEAT INC | $1,348 | – | 83 | +100.0% | 0.00% | – |
| New | DUTCH BROS INCcl a | $728 | – | 23 | +100.0% | 0.00% | – | |
| JETS | New | ETF SER SOLUTIONSus glb jets | $807 | – | 43 | +100.0% | 0.00% | – |
| ENSV | New | ENSERVCO CORP | $92 | – | 193 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC | $237 | – | 16 | +100.0% | 0.00% | – | |
| AVNS | New | AVANOS MED INC | $447 | – | 15 | +100.0% | 0.00% | – |
| FTV | New | FORTIVE CORP | $614 | – | 9 | +100.0% | 0.00% | – |
| RWX | New | SPDR INDEX SHS FDSdj intl rl etf | $1,236 | – | 47 | +100.0% | 0.00% | – |
| GPS | New | GAP INC | $753 | – | 75 | +100.0% | 0.00% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC | $533 | – | 201 | +100.0% | 0.00% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $202 | – | 15 | +100.0% | 0.00% | – |
| GTX | New | GARRETT MOTION INC | $391 | – | 51 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $116 | – | 12 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $331 | – | 9 | +100.0% | 0.00% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $11 | – | 0 | +100.0% | 0.00% | – |
| GTE | New | GRAN TIERRA ENERGY INC | $874 | – | 994 | +100.0% | 0.00% | – |
| New | HALEON PLCspon ads | $1,173 | – | 144 | +100.0% | 0.00% | – | |
| VNT | New | VONTIER CORPORATION | $83 | – | 3 | +100.0% | 0.00% | – |
| WAB | New | WABTEC | $708 | – | 7 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETE CORP | $1,066 | – | 17 | +100.0% | 0.00% | – |
| AEG | New | AEGON N V | $155 | – | 36 | +100.0% | 0.00% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $11 | – | 0 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $1,135 | – | 231 | +100.0% | 0.00% | – |
| NDAQ | New | NASDAQ INC | $9 | – | 0 | +100.0% | 0.00% | – |
| TBPH | New | THERAVANCE BIOPHARMA INC | $619 | – | 57 | +100.0% | 0.00% | – |
| NVR | New | NVR INC | $14 | – | 0 | +100.0% | 0.00% | – |
| NCR | New | NCR CORP NEW | $991 | – | 42 | +100.0% | 0.00% | – |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $30 | – | 1 | +100.0% | 0.00% | – |
| XRX | New | XEROX HOLDINGS CORP | $62 | – | 4 | +100.0% | 0.00% | – |
| New | XPERI INC | $66 | – | 6 | +100.0% | 0.00% | – | |
| CE | New | CELANESE CORP DEL | $12 | – | 0 | +100.0% | 0.00% | – |
| New | MICROBOT MED INC | $3 | – | 1 | +100.0% | 0.00% | – | |
| New | IONQ INC | $615 | – | 100 | +100.0% | 0.00% | – | |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $1,073 | – | 3 | +100.0% | 0.00% | – |
| MAT | New | MATTEL INC | $1,142 | – | 62 | +100.0% | 0.00% | – |
| X | New | UNITED STATES STL CORP NEW | $105 | – | 4 | +100.0% | 0.00% | – |
| COLB | New | COLUMBIA BKG SYS INC | $129 | – | 6 | +100.0% | 0.00% | – |
| New | LISATA THERAPEUTICS INC | $26 | – | 8 | +100.0% | 0.00% | – | |
| CNDT | New | CONDUENT INC | $11 | – | 3 | +100.0% | 0.00% | – |
| TSN | New | TYSON FOODS INCcl a | $10 | – | 0 | +100.0% | 0.00% | – |
| TDG | New | TRANSDIGM GROUP INC | $13 | – | 0 | +100.0% | 0.00% | – |
| New | ADEIA INC | $151 | – | 17 | +100.0% | 0.00% | – | |
| New | CONFORMIS INC | $65 | – | 40 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 27 | Q3 2023 | 12.3% |
| ISHARES TR | 27 | Q3 2023 | 15.2% |
| VANGUARD INDEX FDS | 27 | Q3 2023 | 9.4% |
| ISHARES TR | 27 | Q3 2023 | 7.9% |
| ISHARES TR | 27 | Q3 2023 | 8.5% |
| SPDR S&P MIDCAP 400 ETF TR | 27 | Q3 2023 | 5.3% |
| ISHARES TR | 27 | Q3 2023 | 4.3% |
| VANGUARD STAR FDS | 27 | Q3 2023 | 4.3% |
| VANGUARD INDEX FDS | 27 | Q3 2023 | 2.7% |
| VANGUARD INDEX FDS | 27 | Q3 2023 | 7.8% |
View Pacific Center for Financial Services's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-20 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-16 |
View Pacific Center for Financial Services'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.