$270 Million is the total value of McIlrath & Eck, LLC's 709 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 13.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $62,198,000 | +5.5% | 747,119 | +5.0% | 23.01% | -8.8% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $45,238,000 | +7.0% | 178,567 | -3.9% | 16.73% | -7.5% |
PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $40,345,000 | +19.2% | 302,890 | +1.8% | 14.92% | +3.1% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $27,607,000 | +20.5% | 133,518 | +2.8% | 10.21% | +4.2% |
MSFT | Buy | MICROSOFT CORP | $26,741,000 | +31.1% | 120,228 | +23.9% | 9.89% | +13.3% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $11,823,000 | +18.9% | 139,206 | +10.5% | 4.37% | +2.8% |
AAPL | Buy | APPLE INC | $5,400,000 | +28.5% | 40,699 | +12.2% | 2.00% | +11.1% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,665,000 | +10.6% | 7,127 | -1.0% | 0.99% | -4.4% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,651,000 | +67.4% | 8,481 | +46.5% | 0.61% | +44.8% |
COST | Buy | COSTCO WHSL CORP NEW | $1,592,000 | +8.4% | 4,225 | +2.1% | 0.59% | -6.2% |
AMZN | Buy | AMAZON COM INC | $1,251,000 | +10.0% | 384 | +6.4% | 0.46% | -4.7% |
WM | Buy | WASTE MGMT INC DEL | $1,199,000 | +16.7% | 10,166 | +12.1% | 0.44% | +0.9% |
UMH | Buy | UMH PPTYS INC | $1,170,000 | +33.6% | 78,983 | +22.0% | 0.43% | +15.5% |
EFA | Sell | ISHARES TRmsci eafe etf | $1,148,000 | +13.3% | 15,741 | -1.1% | 0.42% | -1.8% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $1,150,000 | +26.0% | 656 | +5.3% | 0.42% | +8.7% |
PG | Sell | PROCTER AND GAMBLE CO | $1,074,000 | -1.2% | 7,721 | -1.3% | 0.40% | -14.6% |
SBUX | Buy | STARBUCKS CORP | $1,037,000 | +29.1% | 9,696 | +3.7% | 0.38% | +12.0% |
PCAR | Sell | PACCAR INC | $902,000 | +0.3% | 10,450 | -0.9% | 0.33% | -13.2% |
NKE | Buy | NIKE INCcl b | $894,000 | +13.3% | 6,321 | +0.6% | 0.33% | -1.8% |
GOOG | Buy | ALPHABET INCcap stk cl c | $830,000 | +19.9% | 474 | +0.6% | 0.31% | +3.7% |
SHOP | Buy | SHOPIFY INCcl a | $719,000 | +72.8% | 635 | +56.0% | 0.27% | +49.4% |
V | Sell | VISA INC | $703,000 | +6.7% | 3,214 | -2.5% | 0.26% | -7.8% |
SLY | Sell | SPDR SER TRs&p 600 sml cap | $694,000 | +29.5% | 8,728 | -0.9% | 0.26% | +12.2% |
BAC | Buy | BK OF AMERICA CORP | $662,000 | +41.2% | 21,849 | +12.3% | 0.24% | +21.9% |
BA | Buy | BOEING CO | $622,000 | +99.4% | 2,905 | +53.9% | 0.23% | +72.9% |
IVV | Sell | ISHARES TRcore s&p500 etf | $618,000 | +8.6% | 1,645 | -2.8% | 0.23% | -5.8% |
JPM | Buy | JPMORGAN CHASE & CO | $602,000 | +643.2% | 4,738 | +466.1% | 0.22% | +537.1% |
PEP | Buy | PEPSICO INC | $548,000 | +23.1% | 3,692 | +15.1% | 0.20% | +6.8% |
FB | Buy | FACEBOOK INCcl a | $541,000 | +26.7% | 1,979 | +21.3% | 0.20% | +9.3% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $524,000 | +0.8% | 1,468 | -4.6% | 0.19% | -12.6% |
JNJ | Buy | JOHNSON & JOHNSON | $509,000 | +21.2% | 3,235 | +14.8% | 0.19% | +4.4% |
QQQ | INVESCO QQQ TRunit ser 1 | $502,000 | +12.8% | 1,600 | 0.0% | 0.19% | -2.1% | |
DHR | Buy | DANAHER CORPORATION | $496,000 | +254.3% | 2,233 | +244.6% | 0.18% | +205.0% |
DIS | Buy | DISNEY WALT CO | $476,000 | +49.2% | 2,627 | +2.1% | 0.18% | +29.4% |
AXP | Sell | AMERICAN EXPRESS CO | $448,000 | +15.5% | 3,709 | -4.1% | 0.17% | 0.0% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $442,000 | +4.7% | 1,831 | -5.8% | 0.16% | -9.9% |
USB | Buy | US BANCORP DEL | $439,000 | +162.9% | 9,412 | +102.6% | 0.16% | +128.2% |
INTC | Buy | INTEL CORP | $412,000 | +3.5% | 8,268 | +7.5% | 0.15% | -10.6% |
HD | Buy | HOME DEPOT INC | $406,000 | -3.3% | 1,528 | +1.1% | 0.15% | -16.7% |
XLK | SELECT SECTOR SPDR TRtechnology | $399,000 | +11.5% | 3,068 | 0.0% | 0.15% | -3.3% | |
VZ | Buy | VERIZON COMMUNICATIONS INC | $388,000 | -0.3% | 6,599 | +0.8% | 0.14% | -13.3% |
ABBV | Buy | ABBVIE INC | $389,000 | +44.6% | 3,634 | +18.3% | 0.14% | +25.2% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $350,000 | +1.2% | 6,981 | -12.7% | 0.13% | -12.8% |
MELI | Buy | MERCADOLIBRE INC | $345,000 | +200.0% | 206 | +94.3% | 0.13% | +161.2% |
TSLA | Buy | TESLA INC | $339,000 | +180.2% | 480 | +70.8% | 0.12% | +140.4% |
T | Buy | AT&T INC | $327,000 | +28.2% | 11,381 | +27.2% | 0.12% | +11.0% |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $323,000 | +23.8% | 769 | 0.0% | 0.12% | +6.2% | |
TD | TORONTO DOMINION BK ONT | $318,000 | +21.8% | 5,644 | 0.0% | 0.12% | +5.4% | |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $306,000 | +20.5% | 1,321 | +10.6% | 0.11% | +3.7% |
PFE | Buy | PFIZER INC | $291,000 | +28.2% | 7,900 | +27.8% | 0.11% | +11.3% |
IWD | Sell | ISHARES TRrus 1000 val etf | $268,000 | +13.6% | 1,958 | -2.0% | 0.10% | -2.0% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $265,000 | +16.7% | 1,576 | +15.5% | 0.10% | +1.0% |
ALL | Buy | ALLSTATE CORP | $258,000 | +83.0% | 2,346 | +56.7% | 0.10% | +58.3% |
PYPL | Buy | PAYPAL HLDGS INC | $258,000 | +48.3% | 1,100 | +24.3% | 0.10% | +28.4% |
MCD | MCDONALDS CORP | $251,000 | -2.3% | 1,169 | 0.0% | 0.09% | -15.5% | |
FLRN | New | SPDR SER TRblomberg brc inv | $251,000 | – | 8,214 | +100.0% | 0.09% | – |
WMT | Buy | WALMART INC | $249,000 | +3.3% | 1,727 | +0.4% | 0.09% | -10.7% |
KO | Buy | COCA COLA CO | $241,000 | +41.8% | 4,391 | +27.9% | 0.09% | +21.9% |
ABT | Buy | ABBOTT LABS | $232,000 | +9.4% | 2,118 | +8.6% | 0.09% | -5.5% |
AB | New | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $220,000 | – | 6,529 | +100.0% | 0.08% | – |
SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $214,000 | -16.7% | 3,799 | -20.6% | 0.08% | -28.2% |
ORCL | Buy | ORACLE CORP | $202,000 | +30.3% | 3,126 | +20.6% | 0.08% | +13.6% |
CMCSA | Sell | COMCAST CORP NEWcl a | $198,000 | +7.6% | 3,787 | -4.6% | 0.07% | -7.6% |
CSCO | Buy | CISCO SYS INC | $187,000 | +13.3% | 4,180 | +0.0% | 0.07% | -2.8% |
MRK | Sell | MERCK & CO. INC | $187,000 | -4.1% | 2,281 | -3.1% | 0.07% | -16.9% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $184,000 | +1.7% | 2,971 | -0.8% | 0.07% | -11.7% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $179,000 | +21.8% | 1,422 | +17.4% | 0.07% | +4.8% |
BSV | VANGUARD BD INDEX FDSshort trm bond | $171,000 | 0.0% | 2,063 | 0.0% | 0.06% | -13.7% | |
DOW | Buy | DOW INC | $159,000 | +38.3% | 2,863 | +17.6% | 0.06% | +20.4% |
CAT | Buy | CATERPILLAR INC | $157,000 | +91.5% | 864 | +56.2% | 0.06% | +65.7% |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $156,000 | +3800.0% | 2,588 | +3305.3% | 0.06% | +2800.0% |
NVDA | Buy | NVIDIA CORPORATION | $151,000 | +7.9% | 290 | +12.0% | 0.06% | -6.7% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $147,000 | +31.2% | 2,507 | +29.1% | 0.05% | +12.5% |
TJX | TJX COS INC NEW | $146,000 | +22.7% | 2,143 | 0.0% | 0.05% | +5.9% | |
FFTY | INNOVATOR ETFS TRibd 50 etf | $143,000 | +10.0% | 3,479 | 0.0% | 0.05% | -5.4% | |
GLD | Sell | SPDR GOLD TR | $142,000 | -8.4% | 795 | -9.0% | 0.05% | -19.7% |
MDT | MEDTRONIC PLC | $141,000 | +12.8% | 1,207 | 0.0% | 0.05% | -1.9% | |
LMT | Buy | LOCKHEED MARTIN CORP | $140,000 | +34.6% | 396 | +46.1% | 0.05% | +18.2% |
CB | CHUBB LIMITED | $136,000 | +33.3% | 881 | 0.0% | 0.05% | +13.6% | |
COP | Sell | CONOCOPHILLIPS | $130,000 | +18.2% | 3,248 | -2.9% | 0.05% | +2.1% |
MSI | Buy | MOTOROLA SOLUTIONS INC | $128,000 | +9.4% | 750 | +0.1% | 0.05% | -6.0% |
CVS | Buy | CVS HEALTH CORP | $125,000 | +115.5% | 1,836 | +86.4% | 0.05% | +84.0% |
O | Buy | REALTY INCOME CORP | $124,000 | +22.8% | 1,994 | +20.0% | 0.05% | +7.0% |
BK | Buy | BANK NEW YORK MELLON CORP | $124,000 | +138.5% | 2,910 | +92.6% | 0.05% | +109.1% |
GIS | Buy | GENERAL MLS INC | $121,000 | -4.7% | 2,058 | +0.1% | 0.04% | -16.7% |
QCOM | QUALCOMM INC | $119,000 | +29.3% | 781 | 0.0% | 0.04% | +12.8% | |
EW | Buy | EDWARDS LIFESCIENCES CORP | $115,000 | +22.3% | 1,257 | +6.9% | 0.04% | +7.5% |
SRE | Sell | SEMPRA ENERGY | $114,000 | +6.5% | 897 | -0.7% | 0.04% | -8.7% |
NFLX | NETFLIX INC | $114,000 | +8.6% | 210 | 0.0% | 0.04% | -6.7% | |
ETSY | Buy | ETSY INC | $110,000 | +74.6% | 618 | +18.6% | 0.04% | +51.9% |
C | Buy | CITIGROUP INC | $110,000 | +42.9% | 1,783 | +0.2% | 0.04% | +24.2% |
ALK | ALASKA AIR GROUP INC | $109,000 | +41.6% | 2,095 | 0.0% | 0.04% | +21.2% | |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $109,000 | +445.0% | 1,239 | +434.1% | 0.04% | +344.4% |
CVX | Sell | CHEVRON CORP NEW | $108,000 | +12.5% | 1,282 | -3.7% | 0.04% | -2.4% |
SNA | New | SNAP ON INC | $107,000 | – | 625 | +100.0% | 0.04% | – |
AMGN | Buy | AMGEN INC | $107,000 | -7.0% | 465 | +3.1% | 0.04% | -18.4% |
CPRT | COPART INC | $108,000 | +21.3% | 847 | 0.0% | 0.04% | +5.3% | |
VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $105,000 | +15.4% | 2,231 | 0.0% | 0.04% | 0.0% | |
BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $106,000 | -1.9% | 4,754 | -4.5% | 0.04% | -15.2% |
VOO | Sell | VANGUARD INDEX FDS | $102,000 | -67.4% | 296 | -71.0% | 0.04% | -71.6% |
PAYC | PAYCOM SOFTWARE INC | $104,000 | +44.4% | 231 | 0.0% | 0.04% | +22.6% | |
FTV | Buy | FORTIVE CORP | $99,000 | +312.5% | 1,401 | +340.6% | 0.04% | +270.0% |
SO | Buy | SOUTHERN CO | $99,000 | +141.5% | 1,615 | +113.3% | 0.04% | +105.6% |
EEM | Sell | ISHARES TRmsci emg mkt etf | $97,000 | +15.5% | 1,872 | -1.6% | 0.04% | 0.0% |
SYY | SYSCO CORP | $98,000 | +19.5% | 1,321 | 0.0% | 0.04% | +2.9% | |
LOW | LOWES COS INC | $98,000 | -3.9% | 612 | 0.0% | 0.04% | -18.2% | |
FDX | Buy | FEDEX CORP | $97,000 | +15.5% | 375 | +11.9% | 0.04% | 0.0% |
MO | Buy | ALTRIA GROUP INC | $94,000 | +19.0% | 2,294 | +11.7% | 0.04% | +2.9% |
XOM | Sell | EXXON MOBIL CORP | $94,000 | -10.5% | 2,273 | -26.0% | 0.04% | -22.2% |
NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $95,000 | +150.0% | 1,689 | +127.6% | 0.04% | +118.8% |
CRM | Buy | SALESFORCE COM INC | $91,000 | +1.1% | 411 | +14.2% | 0.03% | -10.5% |
XNTK | SPDR SER TRnyse tech etf | $88,000 | +18.9% | 621 | 0.0% | 0.03% | +3.1% | |
GE | Buy | GENERAL ELECTRIC CO | $89,000 | +74.5% | 8,260 | +0.0% | 0.03% | +50.0% |
IWM | Sell | ISHARES TRrussell 2000 etf | $90,000 | +2.3% | 460 | -21.8% | 0.03% | -13.2% |
BP | Sell | BP PLCsponsored adr | $88,000 | +15.8% | 4,307 | -1.6% | 0.03% | 0.0% |
EMR | EMERSON ELEC CO | $88,000 | +22.2% | 1,093 | 0.0% | 0.03% | +6.5% | |
EFV | Buy | ISHARES TReafe value etf | $90,000 | +21.6% | 1,912 | +3.9% | 0.03% | +3.1% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $89,000 | +53.4% | 177 | +50.0% | 0.03% | +32.0% |
ATVI | ACTIVISION BLIZZARD INC | $85,000 | +14.9% | 912 | 0.0% | 0.03% | -3.1% | |
CSX | Buy | CSX CORP | $84,000 | +16.7% | 931 | +0.1% | 0.03% | 0.0% |
RCI | Buy | ROGERS COMMUNICATIONS INCcl b | $81,000 | +107.7% | 1,730 | +76.0% | 0.03% | +76.5% |
TGT | TARGET CORP | $80,000 | +11.1% | 456 | 0.0% | 0.03% | -3.2% | |
IJR | ISHARES TRcore s&p scp etf | $81,000 | +30.6% | 886 | 0.0% | 0.03% | +11.1% | |
JKHY | HENRY JACK & ASSOC INC | $81,000 | 0.0% | 500 | 0.0% | 0.03% | -14.3% | |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $79,000 | +79.5% | 1,349 | +69.9% | 0.03% | +52.6% |
FTNT | FORTINET INC | $79,000 | +25.4% | 535 | 0.0% | 0.03% | +7.4% | |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $79,000 | +31.7% | 451 | +4.2% | 0.03% | +11.5% |
VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $77,000 | +7600.0% | 631 | +4753.8% | 0.03% | – |
AIG | AMERICAN INTL GROUP INC | $76,000 | +38.2% | 2,015 | 0.0% | 0.03% | +16.7% | |
CM | Buy | CANADIAN IMP BK COMM | $77,000 | +75.0% | 904 | +54.3% | 0.03% | +47.4% |
CL | Buy | COLGATE PALMOLIVE CO | $76,000 | +72.7% | 890 | +57.5% | 0.03% | +47.4% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $76,000 | +4.1% | 636 | -9.5% | 0.03% | -9.7% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $73,000 | +265.0% | 513 | +180.3% | 0.03% | +200.0% |
TRV | Sell | TRAVELERS COMPANIES INC | $74,000 | +10.4% | 525 | -14.6% | 0.03% | -6.9% |
MORN | MORNINGSTAR INC | $74,000 | +45.1% | 320 | 0.0% | 0.03% | +22.7% | |
SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $69,000 | +15.0% | 753 | 0.0% | 0.03% | 0.0% | |
SCHK | SCHWAB STRATEGIC TR1000 index etf | $70,000 | +12.9% | 1,883 | 0.0% | 0.03% | -3.7% | |
NEE | Buy | NEXTERA ENERGY INC | $69,000 | -28.1% | 890 | +158.7% | 0.03% | -36.6% |
CLX | Buy | CLOROX CO DEL | $70,000 | +37.3% | 345 | +43.2% | 0.03% | +18.2% |
XLF | SELECT SECTOR SPDR TRsbi int-finl | $70,000 | +22.8% | 2,365 | 0.0% | 0.03% | +8.3% | |
TXN | TEXAS INSTRS INC | $71,000 | +14.5% | 431 | 0.0% | 0.03% | -3.7% | |
ICF | Buy | ISHARES TRcohen steer reit | $68,000 | +4.6% | 1,270 | +100.0% | 0.02% | -10.7% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $64,000 | -3.0% | 273 | +22.4% | 0.02% | -14.3% |
PSX | Sell | PHILLIPS 66 | $64,000 | +28.0% | 918 | -5.0% | 0.02% | +14.3% |
RDFN | REDFIN CORP | $66,000 | +37.5% | 958 | 0.0% | 0.02% | +14.3% | |
LOB | LIVE OAK BANCSHARES INC | $64,000 | +88.2% | 1,345 | 0.0% | 0.02% | +60.0% | |
EL | LAUDER ESTEE COS INCcl a | $62,000 | +21.6% | 232 | 0.0% | 0.02% | +4.5% | |
SJM | Buy | SMUCKER J M CO | $61,000 | +110.3% | 530 | +109.5% | 0.02% | +91.7% |
TFSL | Sell | TFS FINL CORP | $63,000 | -8.7% | 3,580 | -23.5% | 0.02% | -23.3% |
KMB | Buy | KIMBERLY-CLARK CORP | $62,000 | +29.2% | 457 | +39.8% | 0.02% | +9.5% |
ED | CONSOLIDATED EDISON INC | $63,000 | -7.4% | 870 | 0.0% | 0.02% | -20.7% | |
CNC | CENTENE CORP DEL | $62,000 | +3.3% | 1,037 | 0.0% | 0.02% | -11.5% | |
IWS | Sell | ISHARES TRrus mdcp val etf | $63,000 | +16.7% | 653 | -1.4% | 0.02% | 0.0% |
DEO | DIAGEO PLCspon adr new | $59,000 | +15.7% | 369 | 0.0% | 0.02% | 0.0% | |
IAU | ISHARES GOLD TRUSTishares | $59,000 | +1.7% | 3,239 | 0.0% | 0.02% | -12.0% | |
UNH | Buy | UNITEDHEALTH GROUP INC | $60,000 | +22.4% | 170 | +8.3% | 0.02% | +4.8% |
MVIS | New | MICROVISION INC DEL | $56,000 | – | 10,500 | +100.0% | 0.02% | – |
LUV | Buy | SOUTHWEST AIRLS CO | $57,000 | +42.5% | 1,220 | +13.7% | 0.02% | +23.5% |
TMUS | Sell | T-MOBILE US INC | $57,000 | -44.1% | 425 | -52.4% | 0.02% | -52.3% |
VMW | Buy | VMWARE INC | $57,000 | +78.1% | 406 | +82.1% | 0.02% | +50.0% |
DD | Buy | DUPONT DE NEMOURS INC | $57,000 | +29.5% | 796 | +0.1% | 0.02% | +10.5% |
APPN | APPIAN CORPcl a | $57,000 | +147.8% | 354 | 0.0% | 0.02% | +110.0% | |
VXF | VANGUARD INDEX FDSextend mkt etf | $57,000 | +26.7% | 347 | 0.0% | 0.02% | +10.5% | |
BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $58,000 | +346.2% | 995 | +342.2% | 0.02% | +250.0% |
AWF | ALLIANCEBERNSTEIN GLOBAL HIG | $56,000 | +12.0% | 4,750 | 0.0% | 0.02% | 0.0% | |
IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $58,000 | +38.1% | 536 | +55.4% | 0.02% | +16.7% |
ETN | Buy | EATON CORP PLC | $53,000 | +103.8% | 444 | +76.2% | 0.02% | +81.8% |
HFWA | HERITAGE FINL CORP WASH | $55,000 | +27.9% | 2,365 | 0.0% | 0.02% | +11.1% | |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $52,000 | +6.1% | 460 | 0.0% | 0.02% | -9.5% | |
INFO | IHS MARKIT LTD | $52,000 | +15.6% | 578 | 0.0% | 0.02% | 0.0% | |
SSNC | SS&C TECHNOLOGIES HLDGS INC | $51,000 | +21.4% | 695 | 0.0% | 0.02% | +5.6% | |
GOLD | BARRICK GOLD CORP | $50,000 | -18.0% | 2,174 | 0.0% | 0.02% | -30.8% | |
AMP | AMERIPRISE FINL INC | $49,000 | +25.6% | 253 | 0.0% | 0.02% | +5.9% | |
PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $50,000 | +4.2% | 3,254 | 0.0% | 0.02% | -14.3% | |
USMV | Sell | ISHARES TRmsci usa min vol | $50,000 | -27.5% | 730 | -33.0% | 0.02% | -40.0% |
IVE | ISHARES TRs&p 500 val etf | $50,000 | +13.6% | 390 | 0.0% | 0.02% | -5.3% | |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $50,000 | +16.3% | 823 | 0.0% | 0.02% | 0.0% | |
HYG | Sell | ISHARES TRiboxx hi yd etf | $48,000 | -30.4% | 553 | -33.2% | 0.02% | -40.0% |
VB | VANGUARD INDEX FDSsmall cp etf | $46,000 | +27.8% | 237 | 0.0% | 0.02% | +13.3% | |
FISV | Buy | FISERV INC | $46,000 | +119.0% | 405 | +102.5% | 0.02% | +88.9% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $46,000 | -37.0% | 173 | -49.3% | 0.02% | -45.2% |
G | GENPACT LIMITED | $46,000 | +7.0% | 1,115 | 0.0% | 0.02% | -5.6% | |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $47,000 | +14.6% | 509 | +0.6% | 0.02% | -5.6% |
ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $45,000 | +200.0% | 641 | +157.4% | 0.02% | +183.3% |
HRL | Buy | HORMEL FOODS CORP | $47,000 | +6.8% | 1,010 | +11.5% | 0.02% | -10.5% |
ISRG | INTUITIVE SURGICAL INC | $42,000 | +16.7% | 51 | 0.0% | 0.02% | +6.7% | |
BLNK | New | BLINK CHARGING CO | $43,000 | – | 1,000 | +100.0% | 0.02% | – |
AN | Buy | AUTONATION INC | $44,000 | +193.3% | 626 | +115.1% | 0.02% | +166.7% |
FNDX | SCHWAB STRATEGIC TRschwab fdt us lg | $44,000 | +15.8% | 977 | 0.0% | 0.02% | 0.0% | |
SHY | ISHARES TR1 3 yr treas bd | $42,000 | 0.0% | 491 | 0.0% | 0.02% | -11.1% | |
IXN | Sell | ISHARES TRglobal tech etf | $44,000 | -47.0% | 146 | -53.7% | 0.02% | -55.6% |
OKE | ONEOK INC NEW | $42,000 | +44.8% | 1,100 | 0.0% | 0.02% | +33.3% | |
KMI | Buy | KINDER MORGAN INC DEL | $40,000 | +14.3% | 2,939 | +4.1% | 0.02% | 0.0% |
ANET | Buy | ARISTA NETWORKS INC | $41,000 | +86.4% | 143 | +34.9% | 0.02% | +66.7% |
RDSA | ROYAL DUTCH SHELL PLCspons adr a | $40,000 | +37.9% | 1,143 | 0.0% | 0.02% | +25.0% | |
F | FORD MTR CO DEL | $41,000 | +32.3% | 4,649 | 0.0% | 0.02% | +15.4% | |
KBE | SPDR SER TRs&p bk etf | $41,000 | +41.4% | 980 | 0.0% | 0.02% | +25.0% | |
JETS | ETF SER SOLUTIONSus glb jets | $40,000 | +33.3% | 1,800 | 0.0% | 0.02% | +15.4% | |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $40,000 | -50.6% | 280 | -55.3% | 0.02% | -57.1% |
SJNK | SPDR SER TRbloomberg srt tr | $37,000 | +5.7% | 1,369 | 0.0% | 0.01% | -6.7% | |
NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $38,000 | +192.3% | 997 | +135.7% | 0.01% | +133.3% |
JWN | Sell | NORDSTROM INC | $38,000 | +100.0% | 1,212 | -24.2% | 0.01% | +75.0% |
TRTN | TRITON INTL LTDcl a | $37,000 | +19.4% | 760 | 0.0% | 0.01% | +7.7% | |
SPCE | Sell | VIRGIN GALACTIC HOLDINGS INC | $37,000 | +19.4% | 1,576 | -1.0% | 0.01% | +7.7% |
DUK | DUKE ENERGY CORP NEW | $37,000 | +5.7% | 399 | 0.0% | 0.01% | -6.7% | |
UNP | Sell | UNION PAC CORP | $39,000 | -18.8% | 188 | -22.3% | 0.01% | -33.3% |
GLW | CORNING INC | $37,000 | +8.8% | 1,034 | 0.0% | 0.01% | -6.7% | |
PRU | Buy | PRUDENTIAL FINL INC | $39,000 | +44.4% | 505 | +17.4% | 0.01% | +16.7% |
PAYX | PAYCHEX INC | $39,000 | +18.2% | 417 | 0.0% | 0.01% | 0.0% | |
BX | BLACKSTONE GROUP INC | $37,000 | +23.3% | 567 | 0.0% | 0.01% | +7.7% | |
DVY | ISHARES TRselect divid etf | $37,000 | +19.4% | 380 | 0.0% | 0.01% | +7.7% | |
WFC | Sell | WELLS FARGO CO NEW | $36,000 | -81.2% | 1,194 | -85.3% | 0.01% | -84.1% |
AON | AON PLC | $36,000 | +2.9% | 172 | 0.0% | 0.01% | -13.3% | |
FBHS | FORTUNE BRANDS HOME & SEC IN | $34,000 | -2.9% | 400 | 0.0% | 0.01% | -13.3% | |
GILD | Buy | GILEAD SCIENCES INC | $34,000 | -8.1% | 579 | +0.2% | 0.01% | -18.8% |
HTA | Buy | HEALTHCARE TR AMER INCcl a new | $36,000 | +5.9% | 1,323 | +0.2% | 0.01% | -13.3% |
LNT | Buy | ALLIANT ENERGY CORP | $36,000 | +63.6% | 706 | +63.0% | 0.01% | +44.4% |
NVS | NOVARTIS AGsponsored adr | $35,000 | +6.1% | 375 | 0.0% | 0.01% | -7.1% | |
PH | PARKER-HANNIFIN CORP | $35,000 | +34.6% | 129 | 0.0% | 0.01% | +18.2% | |
SPGI | S&P GLOBAL INC | $36,000 | -10.0% | 111 | 0.0% | 0.01% | -23.5% | |
KRE | SPDR SER TRs&p regl bkg | $35,000 | +45.8% | 671 | 0.0% | 0.01% | +30.0% | |
HRB | Sell | BLOCK H & R INC | $33,000 | -15.4% | 2,060 | -14.5% | 0.01% | -29.4% |
JQC | NUVEEN CR STRATEGIES INCOME | $32,000 | +6.7% | 5,000 | 0.0% | 0.01% | -7.7% | |
EDIT | EDITAS MEDICINE INC | $32,000 | +146.2% | 460 | 0.0% | 0.01% | +100.0% | |
EA | Buy | ELECTRONIC ARTS INC | $33,000 | +94.1% | 230 | +72.9% | 0.01% | +71.4% |
ACN | ACCENTURE PLC IRELAND | $33,000 | +13.8% | 128 | 0.0% | 0.01% | 0.0% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $33,000 | +17.9% | 262 | 0.0% | 0.01% | 0.0% | |
PGR | PROGRESSIVE CORP | $33,000 | +3.1% | 333 | 0.0% | 0.01% | -14.3% | |
WBA | WALGREENS BOOTS ALLIANCE INC | $32,000 | +10.3% | 800 | 0.0% | 0.01% | 0.0% | |
VTRS | New | VIATRIS INC | $31,000 | – | 1,652 | +100.0% | 0.01% | – |
DISCK | DISCOVERY INC | $30,000 | +36.4% | 1,128 | 0.0% | 0.01% | +22.2% | |
QS | New | QUANTUMSCAPE CORP | $31,000 | – | 371 | +100.0% | 0.01% | – |
CATH | Buy | GLOBAL X FDSs&p 500 catholic | $30,000 | +100.0% | 643 | +77.1% | 0.01% | +83.3% |
APD | AIR PRODS & CHEMS INC | $30,000 | -9.1% | 111 | 0.0% | 0.01% | -21.4% | |
CTVA | Buy | CORTEVA INC | $31,000 | +34.8% | 796 | +0.1% | 0.01% | +10.0% |
PVH | Buy | PVH CORPORATION | $29,000 | +107.1% | 308 | +30.5% | 0.01% | +83.3% |
VTIP | VANGUARD MALVERN FDSstrm infproidx | $31,000 | 0.0% | 616 | 0.0% | 0.01% | -15.4% | |
IYE | New | ISHARES TRu.s. energy etf | $30,000 | – | 1,500 | +100.0% | 0.01% | – |
ORCC | OWL ROCK CAPITAL CORPORATION | $30,000 | +3.4% | 2,400 | 0.0% | 0.01% | -8.3% | |
AVGO | Buy | BROADCOM INC | $29,000 | +20.8% | 67 | +1.5% | 0.01% | +10.0% |
VFLQ | VANGUARD WELLINGTON FDus liquidity | $30,000 | +25.0% | 319 | 0.0% | 0.01% | +10.0% | |
KR | KROGER CO | $29,000 | -6.5% | 920 | 0.0% | 0.01% | -15.4% | |
STBA | S & T BANCORP INC | $29,000 | +38.1% | 1,182 | 0.0% | 0.01% | +22.2% | |
AMLP | ALPS ETF TRalerian mlp | $30,000 | +30.4% | 1,160 | 0.0% | 0.01% | +10.0% | |
WDAY | WORKDAY INCcl a | $30,000 | +11.1% | 125 | 0.0% | 0.01% | -8.3% | |
MUSA | MURPHY USA INC | $29,000 | +3.6% | 220 | 0.0% | 0.01% | -8.3% | |
BLDP | BALLARD PWR SYS INC NEW | $27,000 | +58.8% | 1,136 | 0.0% | 0.01% | +42.9% | |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $26,000 | +13.0% | 400 | +300.0% | 0.01% | 0.0% |
ENPH | ENPHASE ENERGY INC | $26,000 | +116.7% | 150 | 0.0% | 0.01% | +100.0% | |
DBO | INVESCO DB MULTI-SECTOR COMMoil fd | $27,000 | +17.4% | 3,200 | 0.0% | 0.01% | 0.0% | |
MS | MORGAN STANLEY | $27,000 | +42.1% | 390 | 0.0% | 0.01% | +25.0% | |
IWO | ISHARES TRrus 2000 grw etf | $27,000 | +28.6% | 95 | 0.0% | 0.01% | +11.1% | |
D | Buy | DOMINION ENERGY INC | $28,000 | +47.4% | 369 | +55.0% | 0.01% | +25.0% |
WY | WEYERHAEUSER CO MTN BE | $27,000 | +17.4% | 813 | 0.0% | 0.01% | 0.0% | |
APPF | APPFOLIO INC | $28,000 | +27.3% | 154 | 0.0% | 0.01% | +11.1% | |
IGSB | ISHARES TR | $27,000 | 0.0% | 486 | 0.0% | 0.01% | -16.7% | |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $27,000 | +22.7% | 379 | +0.3% | 0.01% | +11.1% |
HON | HONEYWELL INTL INC | $27,000 | +28.6% | 129 | 0.0% | 0.01% | +11.1% | |
GNTX | GENTEX CORP | $27,000 | +28.6% | 800 | 0.0% | 0.01% | +11.1% | |
AXL | Sell | AMERICAN AXLE & MFG HLDGS IN | $26,000 | 0.0% | 3,088 | -32.0% | 0.01% | -9.1% |
IMCV | ISHARES TRmrgstr md cp val | $28,000 | +16.7% | 180 | 0.0% | 0.01% | 0.0% | |
SWKS | Sell | SKYWORKS SOLUTIONS INC | $26,000 | -25.7% | 170 | -29.2% | 0.01% | -33.3% |
A | AGILENT TECHNOLOGIES INC | $27,000 | +17.4% | 230 | 0.0% | 0.01% | 0.0% | |
PWC | Sell | INVESCO EXCHANGE TRADED FD Tdynmc mkt etf | $26,000 | -13.3% | 246 | -24.3% | 0.01% | -23.1% |
PM | PHILIP MORRIS INTL INC | $27,000 | +8.0% | 330 | 0.0% | 0.01% | -9.1% | |
LLY | LILLY ELI & CO | $27,000 | +12.5% | 159 | 0.0% | 0.01% | 0.0% | |
IJH | ISHARES TRcore s&p mcp etf | $24,000 | +26.3% | 104 | 0.0% | 0.01% | +12.5% | |
PEGA | PEGASYSTEMS INC | $23,000 | +9.5% | 175 | 0.0% | 0.01% | 0.0% | |
HPQ | HP INC | $24,000 | +33.3% | 962 | 0.0% | 0.01% | +12.5% | |
J | JACOBS ENGR GROUP INC | $24,000 | +20.0% | 217 | 0.0% | 0.01% | 0.0% | |
NVO | NOVO-NORDISK A Sadr | $24,000 | +4.3% | 337 | 0.0% | 0.01% | -10.0% | |
PYZ | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $23,000 | +27.8% | 325 | 0.0% | 0.01% | +12.5% | |
ICLN | Buy | ISHARES TRgl clean ene etf | $23,000 | +155.6% | 800 | +60.0% | 0.01% | +125.0% |
FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $25,000 | +31.6% | 585 | 0.0% | 0.01% | +12.5% | |
QSR | RESTAURANT BRANDS INTL INC | $24,000 | +4.3% | 395 | 0.0% | 0.01% | -10.0% | |
FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $24,000 | +20.0% | 820 | 0.0% | 0.01% | 0.0% | |
PNW | New | PINNACLE WEST CAP CORP | $23,000 | – | 285 | +100.0% | 0.01% | – |
SLB | Sell | SCHLUMBERGER LTD | $24,000 | +14.3% | 1,092 | -18.3% | 0.01% | 0.0% |
EPP | ISHARES INCmsci pac jp etf | $23,000 | +21.1% | 480 | 0.0% | 0.01% | +12.5% | |
CSGP | Buy | COSTAR GROUP INC | $24,000 | +33.3% | 26 | +23.8% | 0.01% | +12.5% |
AFL | Buy | AFLAC INC | $25,000 | +1150.0% | 556 | +742.4% | 0.01% | +800.0% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $24,000 | 0.0% | 51 | -7.3% | 0.01% | -10.0% |
TT | TRANE TECHNOLOGIES PLC | $22,000 | +22.2% | 150 | 0.0% | 0.01% | 0.0% | |
UBER | UBER TECHNOLOGIES INC | $21,000 | +40.0% | 414 | 0.0% | 0.01% | +33.3% | |
TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $21,000 | +23.5% | 100 | 0.0% | 0.01% | +14.3% | |
BL | BLACKLINE INC | $21,000 | +50.0% | 159 | 0.0% | 0.01% | +33.3% | |
AGG | ISHARES TRcore us aggbd et | $21,000 | 0.0% | 180 | 0.0% | 0.01% | -11.1% | |
GD | GENERAL DYNAMICS CORP | $22,000 | +4.8% | 150 | 0.0% | 0.01% | -11.1% | |
CEF | Buy | SPROTT PHYSICAL GOLD & SILVEtr unit | $21,000 | +162.5% | 1,065 | +156.6% | 0.01% | +166.7% |
TFC | TRUIST FINL CORP | $22,000 | +22.2% | 463 | 0.0% | 0.01% | 0.0% | |
SHM | SPDR SER TRnuveen blmbrg sr | $21,000 | 0.0% | 427 | 0.0% | 0.01% | -11.1% | |
VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $21,000 | -47.5% | 220 | -47.9% | 0.01% | -52.9% |
SQ | SQUARE INCcl a | $22,000 | +37.5% | 100 | 0.0% | 0.01% | +14.3% | |
VFMF | VANGUARD WELLINGTON FDus multifactor | $22,000 | +15.8% | 260 | 0.0% | 0.01% | 0.0% | |
CBOE | CBOE GLOBAL MKTS INC | $21,000 | +5.0% | 226 | 0.0% | 0.01% | -11.1% | |
VHT | VANGUARD WORLD FDShealth car etf | $22,000 | +10.0% | 100 | 0.0% | 0.01% | -11.1% | |
MEDP | MEDPACE HLDGS INC | $22,000 | +22.2% | 161 | 0.0% | 0.01% | 0.0% | |
FCX | FREEPORT-MCMORAN INCcl b | $22,000 | +69.2% | 846 | 0.0% | 0.01% | +33.3% | |
CFG | CITIZENS FINL GROUP INC | $19,000 | +46.2% | 519 | 0.0% | 0.01% | +16.7% | |
PPL | PPL CORP | $20,000 | +5.3% | 705 | 0.0% | 0.01% | -12.5% | |
DY | DYCOM INDS INC | $18,000 | +38.5% | 242 | 0.0% | 0.01% | +16.7% | |
BTI | BRITISH AMERN TOB PLCsponsored adr | $20,000 | 0.0% | 544 | 0.0% | 0.01% | -22.2% | |
RDSB | ROYAL DUTCH SHELL PLCspon adr b | $19,000 | +35.7% | 579 | 0.0% | 0.01% | +16.7% | |
MXI | ISHARES TRglobal mater etf | $18,000 | +12.5% | 225 | 0.0% | 0.01% | 0.0% | |
SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $19,000 | +26.7% | 275 | 0.0% | 0.01% | +16.7% | |
ORLY | OREILLY AUTOMOTIVE INC | $19,000 | -5.0% | 43 | 0.0% | 0.01% | -22.2% | |
EWJ | ISHARES INCmsci jpn etf new | $20,000 | +17.6% | 295 | 0.0% | 0.01% | 0.0% | |
VNT | New | VONTIER CORPORATION | $19,000 | – | 560 | +100.0% | 0.01% | – |
MED | New | MEDIFAST INC | $18,000 | – | 93 | +100.0% | 0.01% | – |
SIX | SIX FLAGS ENTMT CORP NEW | $20,000 | +66.7% | 600 | 0.0% | 0.01% | +40.0% | |
VOT | VANGUARD INDEX FDSmcap gr idxvip | $19,000 | +18.8% | 89 | 0.0% | 0.01% | 0.0% | |
RSG | REPUBLIC SVCS INC | $18,000 | 0.0% | 189 | 0.0% | 0.01% | -12.5% | |
BLK | BLACKROCK INC | $18,000 | +28.6% | 25 | 0.0% | 0.01% | +16.7% | |
KEY | KEYCORP | $18,000 | +38.5% | 1,127 | 0.0% | 0.01% | +16.7% | |
KEYS | KEYSIGHT TECHNOLOGIES INC | $18,000 | +28.6% | 140 | 0.0% | 0.01% | +16.7% | |
NOC | NORTHROP GRUMMAN CORP | $20,000 | 0.0% | 65 | 0.0% | 0.01% | -22.2% | |
KNSL | KINSALE CAP GROUP INC | $20,000 | +5.3% | 100 | 0.0% | 0.01% | -12.5% | |
BDX | BECTON DICKINSON & CO | $20,000 | +11.1% | 78 | 0.0% | 0.01% | -12.5% | |
KHC | KRAFT HEINZ CO | $19,000 | +18.8% | 543 | 0.0% | 0.01% | 0.0% | |
PLUG | New | PLUG POWER INC | $18,000 | – | 545 | +100.0% | 0.01% | – |
ALB | Buy | ALBEMARLE CORP | $18,000 | +63.6% | 124 | +5.1% | 0.01% | +40.0% |
FSBW | FS BANCORP INC | $19,000 | +35.7% | 350 | 0.0% | 0.01% | +16.7% | |
FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $20,000 | +5.3% | 354 | 0.0% | 0.01% | -12.5% | |
SPPP | SPROTT PHYSICAL PLAT PALLADunit | $18,000 | +12.5% | 1,000 | 0.0% | 0.01% | 0.0% | |
IYY | Buy | ISHARES TRdow jones us etf | $18,000 | +12.5% | 190 | +100.0% | 0.01% | 0.0% |
MMM | 3M CO | $18,000 | +5.9% | 104 | 0.0% | 0.01% | 0.0% | |
UL | Buy | UNILEVER PLCspon adr new | $17,000 | +70.0% | 276 | +70.4% | 0.01% | +50.0% |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $15,000 | +7.1% | 23 | 0.0% | 0.01% | 0.0% | |
GM | GENERAL MTRS CO | $15,000 | +50.0% | 350 | 0.0% | 0.01% | +50.0% | |
MET | Buy | METLIFE INC | $17,000 | +325.0% | 372 | +247.7% | 0.01% | +200.0% |
ALG | ALAMO GROUP INC | $15,000 | +36.4% | 106 | 0.0% | 0.01% | +20.0% | |
AGZ | ISHARES TRagency bond etf | $16,000 | 0.0% | 131 | 0.0% | 0.01% | -14.3% | |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $17,000 | +41.7% | 153 | 0.0% | 0.01% | +20.0% | |
TSBK | TIMBERLAND BANCORP INC | $16,000 | +33.3% | 650 | 0.0% | 0.01% | +20.0% | |
SAP | SAP SEspon adr | $15,000 | -16.7% | 115 | 0.0% | 0.01% | -25.0% | |
TIP | ISHARES TRtips bd etf | $15,000 | 0.0% | 119 | 0.0% | 0.01% | 0.0% | |
ITOT | ISHARES TRcore s&p ttl stk | $16,000 | +14.3% | 188 | 0.0% | 0.01% | 0.0% | |
WDC | WESTERN DIGITAL CORP. | $16,000 | +60.0% | 281 | 0.0% | 0.01% | +50.0% | |
NSC | NORFOLK SOUTHN CORP | $17,000 | +13.3% | 71 | 0.0% | 0.01% | 0.0% | |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $16,000 | +14.3% | 178 | 0.0% | 0.01% | 0.0% | |
USNA | USANA HEALTH SCIENCES INC | $15,000 | 0.0% | 198 | 0.0% | 0.01% | 0.0% | |
BYND | BEYOND MEAT INC | $16,000 | -23.8% | 125 | 0.0% | 0.01% | -33.3% | |
DG | DOLLAR GEN CORP NEW | $16,000 | 0.0% | 75 | 0.0% | 0.01% | -14.3% | |
AMAT | APPLIED MATLS INC | $17,000 | +41.7% | 198 | 0.0% | 0.01% | +20.0% | |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $15,000 | -6.2% | 77 | -17.2% | 0.01% | -14.3% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $16,000 | -48.4% | 113 | -51.5% | 0.01% | -53.8% |
RCL | ROYAL CARIBBEAN GROUP | $15,000 | +15.4% | 200 | 0.0% | 0.01% | 0.0% | |
COMM | COMMSCOPE HLDG CO INC | $15,000 | +50.0% | 1,100 | 0.0% | 0.01% | +50.0% | |
WMB | WILLIAMS COS INC | $17,000 | +6.2% | 833 | 0.0% | 0.01% | -14.3% | |
RP | REALPAGE INC | $15,000 | +50.0% | 172 | 0.0% | 0.01% | +50.0% | |
AZN | ASTRAZENECA PLCsponsored adr | $14,000 | -12.5% | 288 | 0.0% | 0.01% | -28.6% | |
HAL | Buy | HALLIBURTON CO | $13,000 | +62.5% | 670 | +0.1% | 0.01% | +66.7% |
NXPI | NXP SEMICONDUCTORS N V | $14,000 | +27.3% | 90 | 0.0% | 0.01% | 0.0% | |
HFC | Sell | HOLLYFRONTIER CORP | $14,000 | +16.7% | 537 | -9.6% | 0.01% | 0.0% |
ASML | ASML HOLDING N V | $14,000 | +40.0% | 28 | 0.0% | 0.01% | +25.0% | |
BHC | BAUSCH HEALTH COS INC | $14,000 | +40.0% | 668 | 0.0% | 0.01% | +25.0% | |
PBE | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $14,000 | +16.7% | 205 | 0.0% | 0.01% | 0.0% | |
BCPC | Buy | BALCHEM CORP | $13,000 | +116.7% | 109 | +91.2% | 0.01% | +66.7% |
FNF | FIDELITY NATIONAL FINANCIAL | $13,000 | +18.2% | 345 | 0.0% | 0.01% | 0.0% | |
AXS | AXIS CAP HLDGS LTD | $13,000 | +18.2% | 250 | 0.0% | 0.01% | 0.0% | |
EXLS | EXLSERVICE HOLDINGS INC | $14,000 | +27.3% | 164 | 0.0% | 0.01% | 0.0% | |
IDU | Buy | ISHARES TRu.s. utilits etf | $13,000 | +8.3% | 166 | +100.0% | 0.01% | 0.0% |
ENB | ENBRIDGE INC | $14,000 | +7.7% | 438 | 0.0% | 0.01% | -16.7% | |
ABR | New | ARBOR REALTY TRUST INC | $14,000 | – | 1,000 | +100.0% | 0.01% | – |
VSAT | VIASAT INC | $13,000 | -7.1% | 400 | 0.0% | 0.01% | -16.7% | |
LRCX | LAM RESEARCH CORP | $13,000 | +44.4% | 27 | 0.0% | 0.01% | +25.0% | |
LSTR | LANDSTAR SYS INC | $13,000 | +8.3% | 96 | 0.0% | 0.01% | 0.0% | |
LVS | LAS VEGAS SANDS CORP | $13,000 | +30.0% | 221 | 0.0% | 0.01% | +25.0% | |
DKNG | Buy | DRAFTKINGS INC | $13,000 | +225.0% | 275 | +266.7% | 0.01% | +150.0% |
ADI | ANALOG DEVICES INC | $14,000 | +27.3% | 94 | 0.0% | 0.01% | 0.0% | |
VAC | MARRIOTT VACTINS WORLDWID CO | $13,000 | +62.5% | 92 | 0.0% | 0.01% | +66.7% | |
XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $13,000 | -23.5% | 200 | -29.8% | 0.01% | -28.6% |
CBRE | CBRE GROUP INCcl a | $13,000 | +44.4% | 200 | 0.0% | 0.01% | +25.0% | |
NRZ | New | NEW RESIDENTIAL INVT CORP | $14,000 | – | 1,400 | +100.0% | 0.01% | – |
TSCO | TRACTOR SUPPLY CO | $14,000 | 0.0% | 96 | 0.0% | 0.01% | -16.7% | |
SNY | SANOFIsponsored adr | $13,000 | -7.1% | 270 | 0.0% | 0.01% | -16.7% | |
RFI | New | COHEN & STEERS TOTAL RETURN | $13,000 | – | 1,000 | +100.0% | 0.01% | – |
SYF | SYNCHRONY FINANCIAL | $13,000 | +30.0% | 365 | 0.0% | 0.01% | +25.0% | |
MRNA | New | MODERNA INC | $10,000 | – | 100 | +100.0% | 0.00% | – |
MUR | MURPHY OIL CORP | $11,000 | +37.5% | 880 | 0.0% | 0.00% | +33.3% | |
NGG | NATIONAL GRID PLCsponsored adr ne | $11,000 | 0.0% | 193 | 0.0% | 0.00% | -20.0% | |
LNC | Sell | LINCOLN NATL CORP IND | $12,000 | -20.0% | 242 | -50.4% | 0.00% | -33.3% |
MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $11,000 | +175.0% | 795 | +91.6% | 0.00% | +100.0% |
HTD | HANCOCK JOHN TAX-ADVANTAGED | $11,000 | +10.0% | 500 | 0.0% | 0.00% | 0.0% | |
TWLO | TWILIO INCcl a | $10,000 | +25.0% | 31 | 0.0% | 0.00% | +33.3% | |
VOD | VODAFONE GROUP PLC NEWsponsored adr | $11,000 | +22.2% | 654 | 0.0% | 0.00% | 0.0% | |
LAMR | LAMAR ADVERTISING CO NEWcl a | $11,000 | +22.2% | 135 | 0.0% | 0.00% | 0.0% | |
LH | LABORATORY CORP AMER HLDGS | $10,000 | +11.1% | 50 | 0.0% | 0.00% | 0.0% | |
MGK | Sell | VANGUARD WORLD FDmega grwth ind | $12,000 | -82.1% | 57 | -84.2% | 0.00% | -86.2% |
EBAY | EBAY INC. | $11,000 | -8.3% | 227 | 0.0% | 0.00% | -20.0% | |
MRVL | MARVELL TECHNOLOGY GROUP LTDord | $10,000 | +25.0% | 200 | 0.0% | 0.00% | +33.3% | |
CMI | CUMMINS INC | $12,000 | 0.0% | 55 | 0.0% | 0.00% | -20.0% | |
VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $12,000 | -86.4% | 193 | -86.4% | 0.00% | -89.5% |
BIV | VANGUARD BD INDEX FDSintermed term | $12,000 | 0.0% | 129 | 0.0% | 0.00% | -20.0% | |
JCI | Buy | JOHNSON CTLS INTL PLC | $10,000 | +25.0% | 206 | +0.5% | 0.00% | +33.3% |
IEFA | ISHARES TRcore msci eafe | $10,000 | +11.1% | 151 | 0.0% | 0.00% | 0.0% | |
OLN | OLIN CORP | $10,000 | +100.0% | 396 | 0.0% | 0.00% | +100.0% | |
IDV | ISHARES TRintl sel div etf | $11,000 | +22.2% | 375 | 0.0% | 0.00% | 0.0% | |
IJS | Buy | ISHARES TRsp smcp600vl etf | $11,000 | +22.2% | 140 | +100.0% | 0.00% | 0.0% |
PNC | PNC FINL SVCS GROUP INC | $11,000 | +37.5% | 74 | 0.0% | 0.00% | +33.3% | |
EFX | EQUIFAX INC | $10,000 | +25.0% | 53 | 0.0% | 0.00% | +33.3% | |
IWB | Sell | ISHARES TRrus 1000 etf | $10,000 | -23.1% | 47 | -34.7% | 0.00% | -33.3% |
SONY | Buy | SONY CORPsponsored adr | $11,000 | +37.5% | 106 | +6.0% | 0.00% | +33.3% |
ZBH | ZIMMER BIOMET HOLDINGS INC | $12,000 | +9.1% | 81 | 0.0% | 0.00% | -20.0% | |
EEFT | EURONET WORLDWIDE INC | $11,000 | +57.1% | 78 | 0.0% | 0.00% | +33.3% | |
SCHW | Buy | SCHWAB CHARLES CORP | $11,000 | +266.7% | 203 | +190.0% | 0.00% | +300.0% |
BKIE | New | BNY MELLON ETF TRUSTinternationl eqt | $12,000 | – | 184 | +100.0% | 0.00% | – |
EWA | Sell | ISHARES INCmsci aust etf | $10,000 | -9.1% | 400 | -26.6% | 0.00% | -20.0% |
PXD | Sell | PIONEER NAT RES CO | $11,000 | -8.3% | 100 | -28.6% | 0.00% | -20.0% |
IQV | IQVIA HLDGS INC | $12,000 | +20.0% | 65 | 0.0% | 0.00% | 0.0% | |
PCH | POTLATCHDELTIC CORPORATION | $10,000 | +25.0% | 192 | 0.0% | 0.00% | +33.3% | |
BMO | New | BANK MONTREAL QUE | $12,000 | – | 160 | +100.0% | 0.00% | – |
VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $10,000 | +11.1% | 131 | 0.0% | 0.00% | 0.0% | |
PFPT | PROOFPOINT INC | $12,000 | +33.3% | 86 | 0.0% | 0.00% | 0.0% | |
AKAM | AKAMAI TECHNOLOGIES INC | $12,000 | -7.7% | 118 | 0.0% | 0.00% | -33.3% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $10,000 | +11.1% | 88 | 0.0% | 0.00% | 0.0% | |
WAFD | WASHINGTON FED INC | $12,000 | +20.0% | 484 | 0.0% | 0.00% | 0.0% | |
FE | FIRSTENERGY CORP | $10,000 | +11.1% | 314 | 0.0% | 0.00% | 0.0% | |
ITW | ILLINOIS TOOL WKS INC | $10,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $11,000 | +22.2% | 185 | 0.0% | 0.00% | 0.0% | |
HUN | HUNTSMAN CORP | $11,000 | +10.0% | 449 | 0.0% | 0.00% | 0.0% | |
RIO | RIO TINTO PLCsponsored adr | $12,000 | +33.3% | 154 | 0.0% | 0.00% | 0.0% | |
SNV | Sell | SYNOVUS FINL CORP | $12,000 | +9.1% | 385 | -25.0% | 0.00% | -20.0% |
VTR | VENTAS INC | $11,000 | +10.0% | 231 | 0.0% | 0.00% | 0.0% | |
SYK | STRYKER CORPORATION | $11,000 | +10.0% | 46 | 0.0% | 0.00% | 0.0% | |
BHP | BHP GROUP LTDsponsored ads | $12,000 | +33.3% | 178 | 0.0% | 0.00% | 0.0% | |
WELL | WELLTOWER INC | $12,000 | +20.0% | 184 | 0.0% | 0.00% | 0.0% | |
HPE | HEWLETT PACKARD ENTERPRISE C | $12,000 | +33.3% | 1,004 | 0.0% | 0.00% | 0.0% | |
WEN | WENDYS CO | $10,000 | -9.1% | 476 | 0.0% | 0.00% | -20.0% | |
MPC | Sell | MARATHON PETE CORP | $10,000 | -28.6% | 244 | -48.2% | 0.00% | -33.3% |
ULTA | ULTA BEAUTY INC | $11,000 | +22.2% | 38 | 0.0% | 0.00% | 0.0% | |
MKGI | New | MONAKER GROUP INC | $10,000 | – | 4,400 | +100.0% | 0.00% | – |
SE | SEA LTDsponsord ads | $11,000 | +37.5% | 55 | 0.0% | 0.00% | +33.3% | |
VLY | Sell | VALLEY NATL BANCORP | $11,000 | 0.0% | 1,118 | -27.2% | 0.00% | -20.0% |
VFC | V F CORP | $9,000 | +28.6% | 100 | 0.0% | 0.00% | 0.0% | |
RF | REGIONS FINANCIAL CORP NEW | $7,000 | +40.0% | 442 | 0.0% | 0.00% | +50.0% | |
BCE | BCE INC | $7,000 | +16.7% | 154 | 0.0% | 0.00% | 0.0% | |
VPU | Sell | VANGUARD WORLD FDSutilities etf | $8,000 | -75.8% | 55 | -78.4% | 0.00% | -78.6% |
DXCM | DEXCOM INC | $7,000 | -12.5% | 20 | 0.0% | 0.00% | 0.0% | |
DE | DEERE & CO | $7,000 | +16.7% | 27 | 0.0% | 0.00% | 0.0% | |
FSTA | FIDELITY COVINGTON TRUSTconsmr staples | $9,000 | 0.0% | 223 | 0.0% | 0.00% | -25.0% | |
EOG | EOG RES INC | $7,000 | +40.0% | 134 | 0.0% | 0.00% | +50.0% | |
SEDG | New | SOLAREDGE TECHNOLOGIES INC | $9,000 | – | 27 | +100.0% | 0.00% | – |
EWZ | ISHARES INCmsci brazil etf | $9,000 | +28.6% | 249 | 0.0% | 0.00% | 0.0% | |
NAV | NAVISTAR INTL CORP NEW | $9,000 | 0.0% | 200 | 0.0% | 0.00% | -25.0% | |
RWR | SPDR SER TRdj reit etf | $7,000 | +16.7% | 75 | 0.0% | 0.00% | 0.0% | |
HII | HUNTINGTON INGALLS INDS INC | $9,000 | +28.6% | 50 | 0.0% | 0.00% | 0.0% | |
FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $8,000 | +14.3% | 78 | 0.0% | 0.00% | 0.0% | |
MANT | Buy | MANTECH INTL CORPcl a | $9,000 | +50.0% | 100 | +17.6% | 0.00% | 0.0% |
POOL | POOL CORP | $7,000 | +16.7% | 18 | 0.0% | 0.00% | 0.0% | |
FITB | FIFTH THIRD BANCORP | $8,000 | +33.3% | 298 | 0.0% | 0.00% | 0.0% | |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $9,000 | -88.9% | 25 | -90.3% | 0.00% | -91.4% |
VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $8,000 | +14.3% | 84 | 0.0% | 0.00% | 0.0% | |
MGC | VANGUARD WORLD FDmega cap index | $9,000 | +12.5% | 66 | 0.0% | 0.00% | 0.0% | |
CGC | Buy | CANOPY GROWTH CORP | $8,000 | +300.0% | 325 | +160.0% | 0.00% | +200.0% |
CRL | CHARLES RIV LABS INTL INC | $7,000 | +16.7% | 28 | 0.0% | 0.00% | 0.0% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $8,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
CSIQ | New | CANADIAN SOLAR INC | $8,000 | – | 150 | +100.0% | 0.00% | – |
HOG | HARLEY DAVIDSON INC | $7,000 | +40.0% | 192 | 0.0% | 0.00% | +50.0% | |
CCI | CROWN CASTLE INTL CORP NEW | $9,000 | -10.0% | 59 | 0.0% | 0.00% | -25.0% | |
CMP | COMPASS MINERALS INTL INC | $8,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
ARCC | ARES CAPITAL CORP | $9,000 | +28.6% | 520 | 0.0% | 0.00% | 0.0% | |
GSK | GLAXOSMITHKLINE PLCsponsored adr | $8,000 | 0.0% | 222 | 0.0% | 0.00% | 0.0% | |
INTU | INTUIT | $8,000 | +14.3% | 21 | 0.0% | 0.00% | 0.0% | |
GPC | GENUINE PARTS CO | $7,000 | +16.7% | 65 | 0.0% | 0.00% | 0.0% | |
OXY | OCCIDENTAL PETE CORP | $7,000 | +75.0% | 400 | 0.0% | 0.00% | +50.0% | |
AEP | AMERICAN ELEC PWR CO INC | $7,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $8,000 | +33.3% | 86 | 0.0% | 0.00% | 0.0% | |
VMC | VULCAN MATLS CO | $8,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
BR | BROADRIDGE FINL SOLUTIONS IN | $8,000 | +14.3% | 50 | 0.0% | 0.00% | 0.0% | |
SCCO | SOUTHERN COPPER CORP | $8,000 | +33.3% | 126 | 0.0% | 0.00% | 0.0% | |
EMB | ISHARES TRjpmorgan usd emg | $9,000 | +12.5% | 74 | 0.0% | 0.00% | 0.0% | |
XLE | SELECT SECTOR SPDR TRenergy | $8,000 | +33.3% | 200 | 0.0% | 0.00% | 0.0% | |
HBI | Buy | HANESBRANDS INC | $9,000 | 0.0% | 595 | +0.2% | 0.00% | -25.0% |
SBAC | SBA COMMUNICATIONS CORP NEWcl a | $8,000 | -20.0% | 30 | 0.0% | 0.00% | -25.0% | |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $7,000 | +16.7% | 104 | 0.0% | 0.00% | 0.0% | |
SCHV | SCHWAB STRATEGIC TRus lcap va etf | $7,000 | +16.7% | 112 | 0.0% | 0.00% | 0.0% | |
AAP | ADVANCE AUTO PARTS INC | $8,000 | +14.3% | 48 | 0.0% | 0.00% | 0.0% | |
EQIX | EQUINIX INC | $9,000 | 0.0% | 12 | 0.0% | 0.00% | -25.0% | |
SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $8,000 | +14.3% | 61 | 0.0% | 0.00% | 0.0% | |
IEC | IEC ELECTRS CORP NEW | $7,000 | +75.0% | 500 | 0.0% | 0.00% | +50.0% | |
GS | GOLDMAN SACHS GROUP INC | $8,000 | +33.3% | 32 | 0.0% | 0.00% | 0.0% | |
IWR | ISHARES TRrus mid cap etf | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
PENN | Buy | PENN NATL GAMING INC | $9,000 | +80.0% | 102 | +64.5% | 0.00% | +50.0% |
ADX | Buy | ADAMS DIVERSIFIED EQUITY FD | $7,000 | 0.0% | 426 | +4.9% | 0.00% | 0.0% |
AMT | AMERICAN TOWER CORP NEW | $9,000 | -10.0% | 41 | 0.0% | 0.00% | -25.0% | |
SMFG | SUMITOMO MITSUI FINL GROUP Isponsored adr | $6,000 | 0.0% | 1,032 | 0.0% | 0.00% | -33.3% | |
AES | AES CORP | $5,000 | +25.0% | 195 | 0.0% | 0.00% | 0.0% | |
IZRL | New | ARK ETF TRisrael inovate | $6,000 | – | 207 | +100.0% | 0.00% | – |
ABNB | New | AIRBNB INC | $6,000 | – | 39 | +100.0% | 0.00% | – |
ANTM | ANTHEM INC | $6,000 | +20.0% | 20 | 0.0% | 0.00% | 0.0% | |
AZO | New | AUTOZONE INC | $5,000 | – | 4 | +100.0% | 0.00% | – |
BBVA | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $6,000 | +50.0% | 1,282 | 0.0% | 0.00% | 0.0% | |
BANR | BANNER CORP | $6,000 | +50.0% | 128 | 0.0% | 0.00% | 0.0% | |
BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $5,000 | +25.0% | 111 | 0.0% | 0.00% | 0.0% | |
CI | CIGNA CORP NEW | $5,000 | +25.0% | 26 | 0.0% | 0.00% | 0.0% | |
CNQ | Buy | CANADIAN NAT RES LTD | $6,000 | +50.0% | 251 | +2.0% | 0.00% | 0.0% |
CP | CANADIAN PAC RY LTD | $6,000 | +20.0% | 17 | 0.0% | 0.00% | 0.0% | |
LUMN | Sell | LUMEN TECHNOLOGIES INC | $6,000 | -14.3% | 651 | -1.4% | 0.00% | -33.3% |
KSM | DWS STRATEGIC MUN INCOME TR | $6,000 | +20.0% | 500 | 0.0% | 0.00% | 0.0% | |
DFS | Sell | DISCOVER FINL SVCS | $5,000 | -37.5% | 57 | -58.1% | 0.00% | -33.3% |
ITEQ | New | ETF MANAGERS TRbluestar israel | $6,000 | – | 92 | +100.0% | 0.00% | – |
FMC | FMC CORP | $6,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% | |
FFNW | FIRST FINANCIAL NORTHWEST IN | $6,000 | +20.0% | 500 | 0.0% | 0.00% | 0.0% | |
FDL | FIRST TR MORNINGSTAR DIVID L | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% | |
GDV | GABELLI DIVID & INCOME TR | $5,000 | +25.0% | 220 | 0.0% | 0.00% | 0.0% | |
HSBC | HSBC HLDGS PLCspon adr new | $6,000 | +20.0% | 247 | 0.0% | 0.00% | 0.0% | |
HSY | HERSHEY CO | $6,000 | 0.0% | 40 | 0.0% | 0.00% | -33.3% | |
ING | ING GROEP N.V.sponsored adr | $6,000 | +50.0% | 633 | 0.0% | 0.00% | 0.0% | |
IR | INGERSOLL RAND INC | $6,000 | +20.0% | 132 | 0.0% | 0.00% | 0.0% | |
IP | INTERNATIONAL PAPER CO | $6,000 | +20.0% | 116 | 0.0% | 0.00% | 0.0% | |
DBB | INVESCO DB MULTI-SECTOR COMMbase metals fd | $5,000 | +25.0% | 290 | 0.0% | 0.00% | 0.0% | |
IEMG | ISHARES INCcore msci emkt | $6,000 | +20.0% | 104 | 0.0% | 0.00% | 0.0% | |
JBL | JABIL INC | $5,000 | +25.0% | 125 | 0.0% | 0.00% | 0.0% | |
MGM | MGM RESORTS INTERNATIONAL | $5,000 | +66.7% | 147 | 0.0% | 0.00% | +100.0% | |
MPLX | MPLX LP | $6,000 | +50.0% | 255 | 0.0% | 0.00% | 0.0% | |
MRO | MARATHON OIL CORP | $5,000 | +66.7% | 807 | 0.0% | 0.00% | +100.0% | |
MTCH | Sell | MATCH GROUP INC NEW | $6,000 | -71.4% | 41 | -78.6% | 0.00% | -77.8% |
MAT | MATTEL INC | $5,000 | +66.7% | 259 | 0.0% | 0.00% | +100.0% | |
OMC | OMNICOM GROUP INC | $5,000 | +25.0% | 86 | 0.0% | 0.00% | 0.0% | |
BOND | PIMCO ETF TRactive bd etf | $5,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
QRVO | QORVO INC | $5,000 | +25.0% | 30 | 0.0% | 0.00% | 0.0% | |
SEIC | SEI INVTS CO | $5,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
SDY | SPDR SER TRs&p divid etf | $6,000 | +20.0% | 55 | 0.0% | 0.00% | 0.0% | |
SIVB | SVB FINANCIAL GROUP | $5,000 | +66.7% | 12 | 0.0% | 0.00% | +100.0% | |
SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $6,000 | +20.0% | 190 | 0.0% | 0.00% | 0.0% | |
SMG | SCOTTS MIRACLE GRO COcl a | $5,000 | +25.0% | 26 | 0.0% | 0.00% | 0.0% | |
SGEN | New | SEAGEN INC | $5,000 | – | 30 | +100.0% | 0.00% | – |
TPR | TAPESTRY INC | $6,000 | +100.0% | 202 | 0.0% | 0.00% | +100.0% | |
BLD | TOPBUILD CORP | $5,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
TYL | TYLER TECHNOLOGIES INC | $5,000 | +25.0% | 11 | 0.0% | 0.00% | 0.0% | |
VFMV | VANGUARD WELLINGTON FDus minimum | $6,000 | +20.0% | 63 | 0.0% | 0.00% | 0.0% | |
VCR | VANGUARD WORLD FDSconsum dis etf | $5,000 | +25.0% | 19 | 0.0% | 0.00% | 0.0% | |
VDE | VANGUARD WORLD FDSenergy etf | $5,000 | +25.0% | 105 | 0.0% | 0.00% | 0.0% | |
VFH | VANGUARD WORLD FDSfinancials etf | $6,000 | +20.0% | 80 | 0.0% | 0.00% | 0.0% | |
VRSN | VERISIGN INC | $5,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
VRSK | VERISK ANALYTICS INC | $5,000 | +25.0% | 22 | 0.0% | 0.00% | 0.0% | |
WEC | WEC ENERGY GROUP INC | $6,000 | 0.0% | 61 | 0.0% | 0.00% | -33.3% | |
WKHS | Buy | WORKHORSE GROUP INC | $5,000 | +25.0% | 250 | +66.7% | 0.00% | 0.0% |
ZION | ZIONS BANCORPORATION N A | $5,000 | +25.0% | 125 | 0.0% | 0.00% | 0.0% | |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $5,000 | -28.6% | 15 | 0.0% | 0.00% | -33.3% | |
ALLE | ALLEGION PLC | $6,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% | |
BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
LIN | LINDE PLC | $5,000 | +25.0% | 18 | 0.0% | 0.00% | 0.0% | |
PNR | PENTAIR PLC | $5,000 | +25.0% | 92 | 0.0% | 0.00% | 0.0% | |
ST | SENSATA TECHNOLOGIES HLDG PL | $6,000 | +20.0% | 107 | 0.0% | 0.00% | 0.0% | |
GRMN | GARMIN LTD | $6,000 | +20.0% | 51 | 0.0% | 0.00% | 0.0% | |
SPOT | SPOTIFY TECHNOLOGY S A | $5,000 | +25.0% | 15 | 0.0% | 0.00% | 0.0% | |
AER | AERCAP HOLDINGS NV | $6,000 | +100.0% | 137 | 0.0% | 0.00% | +100.0% | |
ROKU | ROKU INC | $3,000 | +50.0% | 10 | 0.0% | 0.00% | 0.0% | |
RJF | RAYMOND JAMES FINL INC | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
HYS | PIMCO ETF TR0-5 high yield | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
PETS | PETMED EXPRESS INC | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
PAYS | PAYSIGN INC | $2,000 | 0.0% | 406 | 0.0% | 0.00% | 0.0% | |
THO | THOR INDS INC | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
JRO | NUVEEN FLTNG RTE INCM OPP FD | $2,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
NUE | NUCOR CORP | $4,000 | 0.0% | 80 | 0.0% | 0.00% | -50.0% | |
NKLA | Buy | NIKOLA CORP | $3,000 | +200.0% | 190 | +280.0% | 0.00% | – |
NEM | NEWMONT CORP | $3,000 | -25.0% | 56 | 0.0% | 0.00% | -50.0% | |
UGI | New | UGI CORP NEW | $3,000 | – | 100 | +100.0% | 0.00% | – |
NEO | NEOGENOMICS INC | $4,000 | +33.3% | 75 | 0.0% | 0.00% | 0.0% | |
MHK | MOHAWK INDS INC | $4,000 | +100.0% | 25 | 0.0% | 0.00% | 0.0% | |
MU | MICRON TECHNOLOGY INC | $4,000 | +100.0% | 50 | 0.0% | 0.00% | 0.0% | |
UAA | UNDER ARMOUR INCcl a | $3,000 | +50.0% | 168 | 0.0% | 0.00% | 0.0% | |
UA | UNDER ARMOUR INCcl c | $3,000 | +50.0% | 222 | 0.0% | 0.00% | 0.0% | |
MAS | MASCO CORP | $4,000 | 0.0% | 68 | 0.0% | 0.00% | -50.0% | |
L | LOEWS CORP | $3,000 | +50.0% | 61 | 0.0% | 0.00% | 0.0% | |
VLO | VALERO ENERGY CORP | $3,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
VVV | VALVOLINE INC | $3,000 | 0.0% | 139 | 0.0% | 0.00% | 0.0% | |
KLIC | KULICKE & SOFFA INDS INC | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
PHG | KONINKLIJKE PHILIPS N Vny reg sh new | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
JD | JD.COM INCspon adr cl a | $4,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% | |
VFVA | VANGUARD WELLINGTON FDus value factr | $3,000 | +50.0% | 34 | 0.0% | 0.00% | 0.0% | |
YY | JOYY INC | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
ESGD | ISHARES TResg aw msci eafe | $4,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% | |
AOA | ISHARES TRaggres alloc etf | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
IWN | ISHARES TRrus 2000 val etf | $3,000 | +50.0% | 25 | 0.0% | 0.00% | 0.0% | |
IRM | IRON MTN INC NEW | $4,000 | 0.0% | 150 | 0.0% | 0.00% | -50.0% | |
PWV | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $3,000 | +50.0% | 19 | 0.0% | 0.00% | 0.0% | |
XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
IAC | Sell | IAC INTERACTIVECORP NEW | $4,000 | -63.6% | 19 | -78.7% | 0.00% | -80.0% |
JBHT | HUNT J B TRANS SVCS INC | $3,000 | +50.0% | 19 | 0.0% | 0.00% | 0.0% | |
GSBD | GOLDMAN SACHS BDC INC | $2,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
GWPH | GW PHARMACEUTICALS PLCads | $2,000 | +100.0% | 15 | 0.0% | 0.00% | – | |
BEN | FRANKLIN RESOURCES INC | $4,000 | +33.3% | 150 | 0.0% | 0.00% | 0.0% | |
LMBS | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
AG | FIRST MAJESTIC SILVER CORP | $3,000 | +50.0% | 200 | 0.0% | 0.00% | 0.0% | |
FHN | FIRST HORIZON CORPORATION | $3,000 | 0.0% | 268 | 0.0% | 0.00% | 0.0% | |
FAF | Buy | FIRST AMERN FINL CORP | $4,000 | +33.3% | 69 | +1.5% | 0.00% | 0.0% |
ES | EVERSOURCE ENERGY | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
EVRG | EVERGY INC | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
WTRG | ESSENTIAL UTILS INC | $3,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
EHC | ENCOMPASS HEALTH CORP | $3,000 | +50.0% | 37 | 0.0% | 0.00% | 0.0% | |
VER | New | VEREIT INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
EHTH | EHEALTH INC | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
VRTX | VERTEX PHARMACEUTICALS INC | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
ECL | ECOLAB INC | $3,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
LOCO | EL POLLO LOCO HLDGS INC | $2,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% | |
DLTR | DOLLAR TREE INC | $3,000 | +50.0% | 27 | 0.0% | 0.00% | 0.0% | |
DLR | DIGITAL RLTY TR INC | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
DELL | DELL TECHNOLOGIES INCcl c | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
CRWD | CROWDSTRIKE HLDGS INCcl a | $4,000 | +33.3% | 20 | 0.0% | 0.00% | 0.0% | |
VOYA | VOYA FINANCIAL INC | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – | |
WAB | WABTEC | $2,000 | +100.0% | 24 | 0.0% | 0.00% | – | |
CXO | CONCHO RES INC | $3,000 | +50.0% | 47 | 0.0% | 0.00% | 0.0% | |
CMA | COMERICA INC | $2,000 | +100.0% | 34 | 0.0% | 0.00% | – | |
CARR | CARRIER GLOBAL CORPORATION | $4,000 | +33.3% | 108 | 0.0% | 0.00% | 0.0% | |
WERN | WERNER ENTERPRISES INC | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
CWT | CALIFORNIA WTR SVC GROUP | $2,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
WU | WESTERN UN CO | $4,000 | 0.0% | 194 | 0.0% | 0.00% | -50.0% | |
COG | CABOT OIL & GAS CORP | $3,000 | 0.0% | 199 | 0.0% | 0.00% | 0.0% | |
CTS | CTS CORP | $4,000 | +100.0% | 113 | 0.0% | 0.00% | 0.0% | |
CDK | CDK GLOBAL INC | $3,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
WYND | WYNDHAM DESTINATIONS INC | $2,000 | +100.0% | 40 | 0.0% | 0.00% | – | |
YUM | YUM BRANDS INC | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $3,000 | – | 8 | +100.0% | 0.00% | – |
BXP | BOSTON PROPERTIES INC | $3,000 | +50.0% | 29 | 0.0% | 0.00% | 0.0% | |
BKNG | BOOKING HOLDINGS INC | $4,000 | +33.3% | 2 | 0.0% | 0.00% | 0.0% | |
BBBY | BED BATH & BEYOND INC | $3,000 | +50.0% | 163 | 0.0% | 0.00% | 0.0% | |
BCS | BARCLAYS PLCadr | $4,000 | +100.0% | 450 | 0.0% | 0.00% | 0.0% | |
BGS | B & G FOODS INC NEW | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
APA | APACHE CORP | $2,000 | +100.0% | 148 | 0.0% | 0.00% | – | |
NVT | NVENT ELECTRIC PLC | $2,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
STX | SEAGATE TECHNOLOGY PLC | $3,000 | +50.0% | 49 | 0.0% | 0.00% | 0.0% | |
AWK | AMERICAN WTR WKS CO INC NEW | $4,000 | 0.0% | 27 | 0.0% | 0.00% | -50.0% | |
AMRN | AMARIN CORP PLCspons adr new | $2,000 | +100.0% | 330 | 0.0% | 0.00% | – | |
AYX | ALTERYX INC | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
QGEN | New | QIAGEN NV | $4,000 | – | 70 | +100.0% | 0.00% | – |
SHW | SHERWIN WILLIAMS CO | $4,000 | 0.0% | 6 | 0.0% | 0.00% | -50.0% | |
SHAK | SHAKE SHACK INCcl a | $3,000 | +50.0% | 35 | 0.0% | 0.00% | 0.0% | |
SMTC | SEMTECH CORP | $2,000 | +100.0% | 24 | 0.0% | 0.00% | – | |
SCHH | SCHWAB STRATEGIC TRus reit etf | $2,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
JNK | SPDR SER TRbloomberg brclys | $4,000 | 0.0% | 37 | 0.0% | 0.00% | -50.0% | |
DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $3,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
STWD | STARWOOD PPTY TR INC | $3,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% | |
STT | STATE STR CORP | $4,000 | 0.0% | 60 | 0.0% | 0.00% | -50.0% | |
ABM | ABM INDS INC | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
PUK | PRUDENTIAL PLCadr | $4,000 | +33.3% | 106 | 0.0% | 0.00% | 0.0% | |
PFG | PRINCIPAL FINANCIAL GROUP IN | $4,000 | +33.3% | 71 | 0.0% | 0.00% | 0.0% | |
POR | PORTLAND GEN ELEC CO | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
PLNT | PLANET FITNESS INCcl a | $2,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
RWO | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | 1 | 0.0% | 0.00% | – | |
PSA | PUBLIC STORAGE | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
BCOR | Exit | BLUCORA INC | $0 | – | -113 | -100.0% | 0.00% | – |
XLRE | SELECT SECTOR SPDR TRrl est sel sec | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC | $0 | – | 16 | 0.0% | 0.00% | – | |
HMLP | HOEGH LNG PARTNERS LP | $1,000 | 0.0% | 84 | 0.0% | 0.00% | – | |
VIAV | VIAVI SOLUTIONS INC | $0 | – | 14 | 0.0% | 0.00% | – | |
TGNA | TEGNA INC | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
TDOC | TELADOC HEALTH INC | $0 | – | 1 | 0.0% | 0.00% | – | |
TDC | TERADATA CORP DEL | $0 | – | 10 | 0.0% | 0.00% | – | |
AGEN | AGENUS INC | $0 | – | 16 | 0.0% | 0.00% | – | |
HWM | HOWMET AEROSPACE INC | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
HL | HECLA MNG CO | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
BHF | New | BRIGHTHOUSE FINL INC | $1,000 | – | 24 | +100.0% | 0.00% | – |
GNW | GENWORTH FINL INC | $1,000 | 0.0% | 246 | 0.0% | 0.00% | – | |
GCI | GANNETT CO INC | $0 | – | 13 | 0.0% | 0.00% | – | |
ZTS | ZOETIS INCcl a | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
FRC | FIRST REP BK SAN FRANCISCO C | $0 | – | 2 | 0.0% | 0.00% | – | |
AMCR | AMCOR PLCord | $1,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
SU | SUNCOR ENERGY INC NEW | $1,000 | – | 31 | 0.0% | 0.00% | – | |
FEYE | FIREEYE INC | $1,000 | – | 40 | 0.0% | 0.00% | – | |
SIRI | SIRIUS XM HOLDINGS INC | $0 | – | 15 | 0.0% | 0.00% | – | |
BKLC | BNY MELLON ETF TRUSTus lrg cp core | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
NVST | New | ENVISTA HOLDINGS CORPORATION | $1,000 | – | 39 | +100.0% | 0.00% | – |
CPRI | CAPRI HOLDINGS LIMITED | $0 | – | 6 | 0.0% | 0.00% | – | |
RGT | ROYCE GLOBAL VALUE TR INC | $1,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
RMR | RMR GROUP INCcl a | $0 | – | 1 | 0.0% | 0.00% | – | |
ARNC | ARCONIC CORPORATION | $0 | – | 8 | 0.0% | 0.00% | – | |
REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 14 | 0.0% | 0.00% | – | |
SCHF | SCHWAB STRATEGIC TRintl eqty etf | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
PCG | PG&E CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
TLRY | Sell | TILRAY INC | $1,000 | 0.0% | 101 | -30.3% | 0.00% | – |
PBF | PBF ENERGY INCcl a | $1,000 | 0.0% | 136 | 0.0% | 0.00% | – | |
DXC | DXC TECHNOLOGY CO | $0 | – | 18 | 0.0% | 0.00% | – | |
SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
DNOW | NOW INC | $0 | – | 59 | 0.0% | 0.00% | – | |
CRON | CRONOS GROUP INC | $1,000 | 0.0% | 175 | 0.0% | 0.00% | – | |
NCR | NCR CORP NEW | $0 | – | 10 | 0.0% | 0.00% | – | |
CXW | CORECIVIC INC | $0 | – | 44 | 0.0% | 0.00% | – | |
SRPT | SAREPTA THERAPEUTICS INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
Sell | MICRO FOCUS INTL PLCspon adr new | $0 | – | 7 | -75.9% | 0.00% | – | |
SD | SANDRIDGE ENERGY INC | $1,000 | – | 179 | 0.0% | 0.00% | – | |
CCOI | COGENT COMMUNICATIONS HLDGS | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
MKC | Buy | MCCORMICK & CO INC | $0 | – | 2 | +100.0% | 0.00% | – |
CARS | CARS COM INC | $0 | – | 16 | 0.0% | 0.00% | – | |
LYFT | LYFT INC | $0 | – | 5 | 0.0% | 0.00% | – | |
LITE | LUMENTUM HLDGS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
SMM | SALIENT MIDSTREAM & MLP FDsh ben int | $1,000 | 0.0% | 290 | 0.0% | 0.00% | – | |
CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $1,000 | -50.0% | 67 | -52.8% | 0.00% | -100.0% |
LYG | LLOYDS BANKING GROUP PLCsponsored adr | $0 | – | 190 | 0.0% | 0.00% | – | |
LTHM | LIVENT CORP | $1,000 | – | 46 | 0.0% | 0.00% | – | |
USA | LIBERTY ALL STAR EQUITY FDsh ben int | $0 | – | 25 | 0.0% | 0.00% | – | |
LEVI | LEVI STRAUSS & CO NEW | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
MHF | WESTERN ASSET MUN HIGH INCOM | $0 | – | 4 | 0.0% | 0.00% | – | |
KTB | KONTOOR BRANDS INC | $1,000 | – | 14 | 0.0% | 0.00% | – | |
RIG | TRANSOCEAN LTD | $0 | – | 64 | 0.0% | 0.00% | – | |
SAN | Exit | BANCO SANTANDER S.A.adr | $0 | – | -763 | -100.0% | 0.00% | – |
WRK | WESTROCK CO | $0 | – | 4 | 0.0% | 0.00% | – | |
JMP | JMP GROUP LLC | $1,000 | – | 135 | 0.0% | 0.00% | – | |
WPM | WHEATON PRECIOUS METALS CORP | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
REET | ISHARES TRglobal reit etf | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
ARLP | ALLIANCE RESOURCE PARTNERS Lut ltd part | $1,000 | – | 170 | 0.0% | 0.00% | – | |
LYB | LYONDELLBASELL INDUSTRIES N | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
OEF | ISHARES TRs&p 100 etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
WW | Sell | WW INTL INC | $1,000 | -50.0% | 25 | -80.0% | 0.00% | -100.0% |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | 8 | 0.0% | 0.00% | – | |
AA | Sell | ALCOA CORP | $0 | -100.0% | 11 | -91.9% | 0.00% | -100.0% |
SFE | SAFEGUARD SCIENTIFICS INC | $0 | – | 33 | 0.0% | 0.00% | – | |
YUMC | YUM CHINA HLDGS INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
ACNB | Exit | ACNB CORP | $0 | – | -62 | -100.0% | 0.00% | – |
VER | Exit | VEREIT INC | $0 | – | -500 | -100.0% | -0.00% | – |
BREW | Exit | CRAFT BREW ALLIANCE INC | $0 | – | -100 | -100.0% | -0.00% | – |
NOV | Exit | NATIONAL OILWELL VARCO INC | $0 | – | -236 | -100.0% | -0.00% | – |
UNB | Exit | UNION BANKSHARES INC | $0 | – | -75 | -100.0% | -0.00% | – |
AMTD | Exit | TD AMERITRADE HLDG CORP | $0 | – | -123 | -100.0% | -0.00% | – |
UN | Exit | UNILEVER N V | $0 | – | -114 | -100.0% | -0.00% | – |
CVCO | Exit | CAVCO INDS INC DEL | $0 | – | -42 | -100.0% | -0.00% | – |
SGEN | Exit | SEATTLE GENETICS INC | $0 | – | -30 | -100.0% | -0.00% | – |
EBF | Exit | ENNIS INC | $0 | – | -476 | -100.0% | -0.00% | – |
Y | Exit | ALLEGHANY CORP DEL | $0 | – | -20 | -100.0% | -0.00% | – |
TTE | Exit | TOTAL SEsponsored ads | $0 | – | -299 | -100.0% | -0.00% | – |
ALXN | Exit | ALEXION PHARMACEUTICALS INC | $0 | – | -106 | -100.0% | -0.01% | – |
MYL | Exit | MYLAN NV | $0 | – | -740 | -100.0% | -0.01% | – |
GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -590 | -100.0% | -0.01% | – |
BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -206 | -100.0% | -0.01% | – |
SAND | Exit | SANDSTORM GOLD LTD | $0 | – | -3,000 | -100.0% | -0.01% | – |
SLP | Exit | SIMULATIONS PLUS INC | $0 | – | -500 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-05
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD | 24 | Q3 2023 | 31.3% |
VANGUARD INDEX FDS VANGUARD GROWTH ETF | 24 | Q3 2023 | 18.1% |
VANGUARD INDEX FDS VANGUARD MID-CAP ETF | 24 | Q3 2023 | 10.3% |
MICROSOFT CORP COM | 24 | Q3 2023 | 10.7% |
VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF | 24 | Q3 2023 | 5.3% |
APPLE INC COM | 24 | Q3 2023 | 2.3% |
SPDR S&P 500 ETF TR TR UNIT | 24 | Q3 2023 | 1.1% |
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 24 | Q3 2023 | 1.0% |
COSTCO WHSL CORP NEW | 24 | Q3 2023 | 2.3% |
ISHARES TR MSCI EAFE ETF | 24 | Q3 2023 | 1.1% |
View McIlrath & Eck, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-06 |
13F-HR | 2023-11-16 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-15 |
13F-HR | 2022-10-18 |
13F-HR | 2022-07-29 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-08 |
13F-HR | 2021-11-12 |
View McIlrath & Eck, 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.