$1.3 Billion is the total value of Stratos Wealth Advisors, LLC's 597 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 23.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $43,886,516 | +25.8% | 266,140 | -0.9% | 3.38% | +16.2% |
| PG | Sell | PROCTER AND GAMBLE CO | $23,967,286 | -5.8% | 161,189 | -4.0% | 1.84% | -13.1% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $23,329,352 | -6.5% | 357,976 | -20.3% | 1.80% | -13.7% |
| DGRO | Sell | ISHARES TRcore div grwth | $20,570,100 | -11.0% | 411,484 | -11.0% | 1.58% | -17.9% |
| UCON | Buy | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $20,271,719 | +12.0% | 837,328 | +11.6% | 1.56% | +3.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $19,722,012 | +0.8% | 47,976 | -5.8% | 1.52% | -7.0% |
| FFEB | New | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $18,111,320 | – | 484,519 | +100.0% | 1.39% | – |
| GLD | Buy | SPDR GOLD TR | $15,671,363 | +36.1% | 85,533 | +26.0% | 1.21% | +25.6% |
| AGG | Buy | ISHARES TRcore us aggbd et | $15,426,521 | +5.7% | 154,822 | +2.8% | 1.19% | -2.5% |
| MSFT | Sell | MICROSOFT CORP | $14,845,068 | +12.3% | 51,491 | -6.6% | 1.14% | +3.8% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $14,652,109 | +64.1% | 250,292 | +62.1% | 1.13% | +51.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $12,849,925 | +41.6% | 132,884 | +38.6% | 0.99% | +30.8% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $12,447,824 | +3.7% | 69,774 | +1.4% | 0.96% | -4.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $11,560,318 | +17.5% | 46,345 | +0.4% | 0.89% | +8.5% |
| VOO | Buy | VANGUARD INDEX FDS | $10,983,747 | +9.1% | 29,206 | +1.9% | 0.84% | +0.7% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $10,874,715 | +3.9% | 227,171 | +2.9% | 0.84% | -4.0% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $10,723,843 | +13.7% | 237,410 | +5.6% | 0.82% | +5.0% |
| ACN | Sell | ACCENTURE PLC IRELAND | $10,408,341 | +5.7% | 36,416 | -1.4% | 0.80% | -2.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $10,144,082 | +10.8% | 20,415 | +1.8% | 0.78% | +2.4% |
| AMZN | Sell | AMAZON COM INC | $10,033,818 | +22.0% | 97,142 | -0.8% | 0.77% | +12.7% |
| NVDA | Sell | NVIDIA CORPORATION | $9,102,842 | +76.3% | 32,771 | -7.2% | 0.70% | +63.0% |
| BX | Sell | BLACKSTONE INC | $8,517,307 | +18.3% | 96,963 | -0.1% | 0.66% | +9.3% |
| ABBV | Sell | ABBVIE INC | $8,327,219 | -2.7% | 52,250 | -1.3% | 0.64% | -10.1% |
| SSRM | Buy | SSR MINING IN | $8,165,841 | -3.4% | 540,068 | +0.1% | 0.63% | -10.9% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $8,137,739 | -42.4% | 124,088 | -42.1% | 0.63% | -46.9% |
| ICOW | Buy | PACER FDS TRdeveloped mrkt | $8,064,265 | +19.0% | 272,349 | +9.5% | 0.62% | +9.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $8,045,871 | -6.8% | 61,744 | -4.1% | 0.62% | -14.0% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $8,014,217 | +1.2% | 19,575 | -5.4% | 0.62% | -6.5% |
| MBB | Buy | ISHARES TRmbs etf | $7,889,535 | +62.1% | 83,284 | +58.7% | 0.61% | +49.5% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $7,747,048 | -7.5% | 52,515 | -3.8% | 0.60% | -14.6% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $7,588,076 | +63.6% | 91,610 | +72.7% | 0.58% | +50.9% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,456,712 | -9.6% | 48,417 | -10.9% | 0.57% | -16.6% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $7,280,800 | +10.6% | 87,678 | +9.8% | 0.56% | +2.0% |
| SDOG | New | ALPS ETF TRsectr div dogs | $7,226,756 | – | 141,147 | +100.0% | 0.56% | – |
| YUMC | Buy | YUM CHINA HLDGS INC | $7,225,529 | +37.8% | 113,985 | +18.8% | 0.56% | +27.2% |
| IEFA | Sell | ISHARES TRcore msci eafe | $6,676,152 | -11.2% | 99,867 | -18.1% | 0.51% | -17.9% |
| Sell | STRATEGY SHSday hagan ned | $6,605,110 | +1.7% | 302,477 | -0.8% | 0.51% | -6.1% | |
| CSCO | Sell | CISCO SYS INC | $6,528,275 | +6.9% | 124,883 | -2.6% | 0.50% | -1.4% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $6,460,791 | +26.8% | 7,863 | +11.3% | 0.50% | +16.9% |
| MCD | Buy | MCDONALDS CORP | $6,452,863 | +6.6% | 23,078 | +0.4% | 0.50% | -1.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $6,432,497 | +50.8% | 31,516 | +41.3% | 0.50% | +39.4% |
| UFEB | Buy | INNOVATOR ETFS TRus eqt ultra bfr | $6,366,580 | +43.6% | 239,888 | +42.4% | 0.49% | +32.4% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $6,299,036 | +0.9% | 18,937 | +0.5% | 0.48% | -6.7% |
| Buy | AMERICAN CENTY ETF TRus large cap vlu | $6,215,368 | +981.1% | 121,607 | +961.6% | 0.48% | +895.8% | |
| FB | Buy | META PLATFORMS INCcl a | $6,198,609 | +89.8% | 29,247 | +7.8% | 0.48% | +75.4% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $6,127,833 | -0.8% | 99,059 | -0.7% | 0.47% | -8.3% |
| V | Sell | VISA INC | $6,114,545 | +7.6% | 27,120 | -0.8% | 0.47% | -0.6% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $6,098,051 | +12.0% | 129,883 | +10.3% | 0.47% | +3.3% |
| CALF | Buy | PACER FDS TRpacer us small | $5,939,428 | +54.0% | 156,054 | +45.5% | 0.46% | +42.4% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $5,783,859 | -2.9% | 83,449 | +0.8% | 0.44% | -10.5% |
| VLO | Buy | VALERO ENERGY CORP | $5,684,603 | +10.1% | 40,720 | +0.0% | 0.44% | +1.6% |
| CVX | Buy | CHEVRON CORP NEW | $5,682,632 | -8.9% | 34,828 | +0.2% | 0.44% | -16.0% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $5,673,852 | +132.3% | 51,608 | +128.3% | 0.44% | +114.2% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $5,641,012 | +2.6% | 162,098 | -5.1% | 0.43% | -5.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $5,582,819 | -21.5% | 36,018 | -10.5% | 0.43% | -27.4% |
| GTO | New | INVESCO ACTIVELY MANAGED ETFtotal return | $5,579,129 | – | 118,201 | +100.0% | 0.43% | – |
| IUSB | Buy | ISHARES TRcore total usd | $5,578,111 | +31.5% | 120,869 | +28.1% | 0.43% | +21.5% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $5,439,112 | +8.5% | 14,114 | -5.2% | 0.42% | +0.2% |
| CRM | Sell | SALESFORCE INC | $5,377,079 | +50.2% | 26,915 | -0.3% | 0.41% | +38.9% |
| PFE | Buy | PFIZER INC | $5,363,460 | -1.4% | 131,457 | +23.8% | 0.41% | -9.0% |
| BDJ | Buy | BLACKROCK ENHANCED EQUITY DI | $5,369,876 | -2.6% | 625,131 | +2.2% | 0.41% | -10.0% |
| MRK | Buy | MERCK & CO INC | $5,240,839 | -3.1% | 49,260 | +1.1% | 0.40% | -10.6% |
| EWZ | Sell | ISHARES INCmsci brazil etf | $5,191,187 | -26.8% | 189,597 | -25.3% | 0.40% | -32.3% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $5,157,389 | +11.5% | 26,585 | -0.1% | 0.40% | +2.8% |
| YUM | Buy | YUM BRANDS INC | $5,117,141 | +8.9% | 38,742 | +5.6% | 0.39% | +0.5% |
| SGOV | New | ISHARES TR0-3 mnth treasry | $5,110,621 | – | 50,811 | +100.0% | 0.39% | – |
| USAI | Sell | PACER FDS TRamercn enrgy ind | $5,070,169 | -3.0% | 194,957 | -0.7% | 0.39% | -10.6% |
| PVAL | Buy | PUTNAM ETF TRUSTfocused lar cap | $5,042,123 | +15.2% | 181,662 | +12.1% | 0.39% | +6.3% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $4,984,657 | -0.5% | 32,737 | -0.9% | 0.38% | -8.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,974,593 | -7.6% | 16,111 | -7.6% | 0.38% | -14.7% |
| KO | Buy | COCA COLA CO | $4,940,343 | -2.4% | 79,644 | +0.1% | 0.38% | -10.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $4,941,026 | +5.0% | 64,817 | +3.6% | 0.38% | -3.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,835,063 | +17.9% | 46,612 | +0.2% | 0.37% | +8.8% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $4,792,761 | +19.3% | 59,745 | +15.3% | 0.37% | +10.1% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $4,646,677 | +7.0% | 84,163 | +0.2% | 0.36% | -1.1% |
| RFV | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 vl | $4,629,837 | – | 49,107 | +100.0% | 0.36% | – |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $4,584,520 | +11.8% | 76,459 | +9.1% | 0.35% | +3.2% |
| XOM | Buy | EXXON MOBIL CORP | $4,590,203 | +4.2% | 41,858 | +4.8% | 0.35% | -3.8% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $4,552,193 | +18.7% | 46,814 | +26.3% | 0.35% | +9.4% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $4,539,771 | -15.3% | 56,989 | -1.3% | 0.35% | -21.9% |
| GPC | Sell | GENUINE PARTS CO | $4,527,409 | -4.6% | 27,060 | -1.1% | 0.35% | -12.1% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $4,500,818 | +17.3% | 29,804 | -3.3% | 0.35% | +8.1% |
| PSX | Sell | PHILLIPS 66 | $4,473,780 | -5.5% | 44,128 | -2.9% | 0.34% | -12.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $4,405,563 | +174.8% | 60,218 | +183.8% | 0.34% | +153.0% |
| QGRO | Buy | AMERICAN CENTY ETF TRstoxx us qlty | $4,397,980 | +32.1% | 68,485 | +18.8% | 0.34% | +22.0% |
| SO | Buy | SOUTHERN CO | $4,310,654 | -2.5% | 61,952 | +0.1% | 0.33% | -9.8% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $4,311,343 | +15.7% | 133,271 | +2.5% | 0.33% | +6.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $4,300,504 | +13.6% | 41,351 | -3.1% | 0.33% | +4.7% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $4,275,943 | +1.0% | 87,639 | -0.1% | 0.33% | -6.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $4,272,716 | +5.3% | 17,079 | +1.8% | 0.33% | -2.7% |
| XT | Buy | ISHARES TRexponential tech | $4,243,079 | +18.8% | 80,513 | +6.7% | 0.33% | +9.7% |
| FEZ | Buy | SPDR INDEX SHS FDSeuro stoxx 50 | $4,197,142 | +19.2% | 93,477 | +2.7% | 0.32% | +9.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $4,048,167 | +90.6% | 39,618 | +64.3% | 0.31% | +76.3% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $4,026,546 | +4.4% | 34,224 | +2.0% | 0.31% | -3.4% |
| RWK | New | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $3,999,204 | – | 44,131 | +100.0% | 0.31% | – |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $3,990,450 | -30.9% | 36,405 | -33.5% | 0.31% | -36.2% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $3,979,901 | -25.0% | 83,226 | -26.8% | 0.31% | -30.9% |
| TXN | Sell | TEXAS INSTRS INC | $3,958,257 | +11.7% | 21,279 | -0.7% | 0.30% | +3.4% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $3,898,261 | +55.0% | 31,421 | +42.4% | 0.30% | +42.9% |
| QCOM | Sell | QUALCOMM INC | $3,884,846 | +13.6% | 30,450 | -2.1% | 0.30% | +4.9% |
| PEP | Sell | PEPSICO INC | $3,850,450 | +0.2% | 21,121 | -0.7% | 0.30% | -7.5% |
| SRVR | Sell | PACER FDS TRdata and infrast | $3,829,863 | -17.0% | 129,169 | -18.7% | 0.30% | -23.4% |
| ABT | Sell | ABBOTT LABS | $3,822,835 | -8.5% | 37,752 | -0.8% | 0.29% | -15.5% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $3,785,632 | +173.0% | 12,900 | +139.6% | 0.29% | +150.9% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $3,690,419 | -5.6% | 57,762 | -13.6% | 0.28% | -12.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $3,647,483 | -9.1% | 27,824 | -2.3% | 0.28% | -15.9% |
| AMGN | Sell | AMGEN INC | $3,481,004 | -23.6% | 14,399 | -17.0% | 0.27% | -29.5% |
| GD | Sell | GENERAL DYNAMICS CORP | $3,467,113 | -9.6% | 15,192 | -1.7% | 0.27% | -16.6% |
| LMT | Buy | LOCKHEED MARTIN CORP | $3,445,666 | -1.3% | 7,288 | +1.6% | 0.26% | -8.9% |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $3,420,871 | +67.7% | 86,780 | +51.6% | 0.26% | +54.7% |
| PICK | Buy | ISHARES INCmsci gbl etf new | $3,403,745 | +69.5% | 79,675 | +62.7% | 0.26% | +56.9% |
| SLV | Buy | ISHARES SILVER TRishares | $3,368,058 | +15.2% | 152,263 | +14.7% | 0.26% | +6.1% |
| WMT | Sell | WALMART INC | $3,346,680 | -3.1% | 22,697 | -6.8% | 0.26% | -10.4% |
| ONEV | Sell | SPDR SER TRrussell low vol | $3,342,453 | +2.4% | 31,650 | -0.1% | 0.26% | -5.5% |
| COP | Sell | CONOCOPHILLIPS | $3,212,283 | -52.0% | 32,378 | -42.9% | 0.25% | -55.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $3,213,994 | +45.2% | 65,874 | +39.0% | 0.25% | +34.2% |
| SSUS | Buy | STRATEGY SHSday hagan ned | $3,176,807 | +8.5% | 96,237 | +0.1% | 0.24% | +0.4% |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $3,170,040 | – | 37,163 | +100.0% | 0.24% | – |
| DHR | Sell | DANAHER CORPORATION | $3,135,710 | -5.4% | 12,441 | -0.4% | 0.24% | -12.7% |
| EFG | Sell | ISHARES TReafe grwth etf | $3,096,501 | -65.7% | 33,054 | -69.3% | 0.24% | -68.4% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $3,079,939 | -13.9% | 23,790 | -9.6% | 0.24% | -20.5% |
| LOW | Sell | LOWES COS INC | $3,079,936 | -2.3% | 15,401 | -2.6% | 0.24% | -9.9% |
| ECOW | Buy | PACER FDS TRemrg mkt cash | $3,018,199 | +23.2% | 158,852 | +19.5% | 0.23% | +13.7% |
| VONE | Buy | VANGUARD SCOTTSDALE FDSvng rus1000idx | $2,974,515 | +10.5% | 15,963 | +3.3% | 0.23% | +2.2% |
| XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $2,972,346 | +10.8% | 9,572 | -1.5% | 0.23% | +2.2% |
| ADI | Sell | ANALOG DEVICES INC | $2,956,513 | +2.7% | 14,990 | -14.6% | 0.23% | -5.0% |
| IXUS | Buy | ISHARES TRcore msci total | $2,966,481 | +8.6% | 47,885 | +1.5% | 0.23% | 0.0% |
| MUB | Buy | ISHARES TRnational mun etf | $2,907,539 | +6.9% | 26,986 | +4.7% | 0.22% | -1.3% |
| TDVG | Sell | T ROWE PRICE ETF INCprice div grwt | $2,904,691 | +1.2% | 90,902 | -0.6% | 0.22% | -6.3% |
| VAW | Sell | VANGUARD WORLD FDSmaterials etf | $2,872,157 | -0.9% | 16,152 | -5.2% | 0.22% | -8.7% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $2,855,318 | +16.9% | 7,407 | -3.1% | 0.22% | +7.8% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $2,826,712 | +11.3% | 144,959 | +10.1% | 0.22% | +2.8% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $2,800,819 | +8.1% | 87,198 | -0.1% | 0.22% | 0.0% |
| BLK | Sell | BLACKROCK INC | $2,749,092 | -13.6% | 4,108 | -8.5% | 0.21% | -20.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,724,245 | -5.2% | 70,050 | -4.0% | 0.21% | -12.5% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $2,718,659 | -8.8% | 35,687 | -11.2% | 0.21% | -15.7% |
| GOVT | Buy | ISHARES TRus treas bd etf | $2,721,069 | +178.6% | 116,384 | +170.7% | 0.21% | +158.0% |
| TFI | Sell | SPDR SER TRnuveen blmbrg mu | $2,655,501 | -12.5% | 56,717 | -14.8% | 0.20% | -19.4% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $2,622,998 | +297.2% | 104,128 | +294.6% | 0.20% | +267.3% |
| GLW | Buy | CORNING INC | $2,601,763 | +20.5% | 73,746 | +9.1% | 0.20% | +11.1% |
| ED | Sell | CONSOLIDATED EDISON INC | $2,583,319 | -1.4% | 27,002 | -1.8% | 0.20% | -8.7% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $2,553,553 | -41.6% | 47,632 | -43.6% | 0.20% | -45.9% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $2,550,761 | +9.2% | 38,936 | +2.8% | 0.20% | +0.5% |
| Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $2,492,753 | +163.0% | 77,558 | +150.8% | 0.19% | +143.0% | |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $2,484,789 | +2.1% | 48,782 | +0.4% | 0.19% | -5.9% |
| AGL | AGILON HEALTH INC | $2,437,890 | +47.1% | 102,648 | 0.0% | 0.19% | +36.2% | |
| BEN | Buy | FRANKLIN RESOURCES INC | $2,414,534 | +5.8% | 89,626 | +3.6% | 0.19% | -2.1% |
| KMB | Sell | KIMBERLY-CLARK CORP | $2,403,933 | -15.2% | 17,910 | -14.2% | 0.18% | -21.6% |
| PRU | Buy | PRUDENTIAL FINL INC | $2,408,875 | -8.0% | 29,113 | +10.5% | 0.18% | -15.1% |
| PFEB | Buy | INNOVATOR ETFS TRus eqty pwr buf | $2,385,606 | +17.4% | 81,615 | +14.1% | 0.18% | +8.9% |
| INDS | Sell | PACER FDS TRindustrial relet | $2,384,735 | +9.6% | 58,882 | -0.5% | 0.18% | +1.7% |
| IJAN | Sell | INNOVATOR ETFS TRintrnl dev jan | $2,374,579 | -6.0% | 83,465 | -11.7% | 0.18% | -13.3% |
| JMUB | Buy | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $2,366,943 | +19.1% | 46,749 | +16.9% | 0.18% | +9.6% |
| IGIB | Sell | ISHARES TR | $2,336,061 | +0.6% | 45,555 | -2.8% | 0.18% | -6.7% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $2,334,492 | -7.8% | 30,520 | -9.2% | 0.18% | -14.7% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $2,338,919 | +4.1% | 6,436 | -0.4% | 0.18% | -3.7% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $2,320,353 | +58.2% | 41,913 | +44.8% | 0.18% | +46.7% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $2,310,580 | -23.4% | 47,987 | -28.5% | 0.18% | -29.4% |
| MLPX | Buy | GLOBAL X FDSglb x mlp enrg i | $2,307,118 | +357.9% | 57,750 | +367.2% | 0.18% | +323.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,283,435 | +6.9% | 16,533 | +8.6% | 0.18% | -1.1% |
| ESGU | Sell | ISHARES TResg awr msci usa | $2,282,610 | -45.2% | 25,236 | -48.7% | 0.18% | -49.3% |
| WPC | Buy | WP CAREY INC | $2,281,355 | +10.7% | 29,455 | +11.7% | 0.18% | +2.3% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $2,275,934 | +2.8% | 36,444 | +0.9% | 0.18% | -4.9% |
| TSLA | Buy | TESLA INC | $2,264,036 | +110.3% | 10,913 | +24.9% | 0.17% | +93.3% |
| VOOV | Sell | VANGUARD ADMIRAL FDS INC500 val idx fd | $2,255,819 | +4.6% | 15,377 | -0.1% | 0.17% | -3.3% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $2,253,496 | -24.8% | 36,148 | -27.2% | 0.17% | -30.8% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $2,254,261 | +6.4% | 31,274 | +3.9% | 0.17% | -2.3% |
| KNG | Sell | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $2,235,018 | -3.8% | 43,449 | -4.4% | 0.17% | -11.3% |
| K | Sell | KELLOGG CO | $2,204,789 | -15.9% | 32,926 | -10.5% | 0.17% | -22.0% |
| INDA | New | ISHARES TRmsci india etf | $2,213,961 | – | 56,249 | +100.0% | 0.17% | – |
| NEE | Buy | NEXTERA ENERGY INC | $2,190,866 | -5.2% | 28,423 | +2.8% | 0.17% | -12.4% |
| INTU | Sell | INTUIT | $2,178,996 | +3.7% | 4,887 | -9.5% | 0.17% | -4.0% |
| UVV | Sell | UNIVERSAL CORP VA | $2,181,128 | -0.6% | 41,238 | -0.8% | 0.17% | -8.2% |
| MO | Buy | ALTRIA GROUP INC | $2,172,739 | +54.1% | 48,694 | +57.9% | 0.17% | +42.7% |
| BILS | New | SPDR SER TRbloomberg 3-12 m | $2,156,101 | – | 21,645 | +100.0% | 0.17% | – |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $2,151,956 | +7.0% | 75,906 | -0.1% | 0.17% | -1.2% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $2,127,420 | +31.0% | 20,000 | +22.6% | 0.16% | +21.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $2,131,874 | -8.0% | 9,575 | -1.3% | 0.16% | -15.0% |
| TD | Buy | TORONTO DOMINION BK ONT | $2,085,895 | -6.9% | 34,822 | +0.6% | 0.16% | -13.9% |
| IFRA | Buy | ISHARES TRus infrastruc | $2,071,516 | +177.5% | 55,506 | +169.6% | 0.16% | +156.5% |
| FDX | Sell | FEDEX CORP | $2,063,091 | +29.8% | 9,029 | -1.6% | 0.16% | +20.5% |
| KMI | Buy | KINDER MORGAN INC DEL | $2,063,633 | +15.6% | 117,854 | +19.4% | 0.16% | +6.7% |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $2,035,669 | -2.3% | 30,806 | -4.3% | 0.16% | -9.8% |
| EMN | New | EASTMAN CHEM CO | $2,022,237 | – | 23,977 | +100.0% | 0.16% | – |
| PJAN | Buy | INNOVATOR ETFS TRus eqty pwr buf | $2,023,330 | +21.4% | 60,925 | +15.2% | 0.16% | +12.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,024,891 | -10.3% | 4,284 | +0.7% | 0.16% | -17.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $1,987,714 | -32.6% | 18,840 | -30.9% | 0.15% | -37.8% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,960,341 | -8.5% | 48,523 | -11.7% | 0.15% | -15.6% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,965,502 | +16.8% | 38,797 | +14.1% | 0.15% | +7.9% |
| HD | Sell | HOME DEPOT INC | $1,960,033 | -12.4% | 6,641 | -6.2% | 0.15% | -18.8% |
| RLY | Buy | SSGA ACTIVE ETF TRmult ass rlrtn | $1,941,516 | +6.6% | 70,395 | +6.4% | 0.15% | -2.0% |
| New | LINDE PLC | $1,932,639 | – | 5,437 | +100.0% | 0.15% | – | |
| FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $1,923,245 | +8.8% | 37,851 | +4.6% | 0.15% | +0.7% |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,906,571 | – | 30,554 | +100.0% | 0.15% | – |
| FIW | Sell | FIRST TR EXCHANGE TRADED FDwtr etf | $1,881,862 | +4.8% | 22,502 | -0.5% | 0.14% | -3.3% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,844,606 | +24.5% | 45,299 | +18.9% | 0.14% | +14.5% |
| SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $1,841,950 | -39.7% | 36,524 | -41.1% | 0.14% | -44.3% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,826,451 | +10.8% | 8,659 | +7.1% | 0.14% | +2.9% |
| PAYX | Buy | PAYCHEX INC | $1,809,944 | -0.2% | 15,794 | +0.6% | 0.14% | -7.9% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,787,237 | +4.3% | 24,989 | -4.3% | 0.14% | -3.5% |
| VTHR | Buy | VANGUARD SCOTTSDALE FDSvng rus3000idx | $1,796,371 | +11.6% | 9,800 | +4.6% | 0.14% | +3.0% |
| CCI | Sell | CROWN CASTLE INC | $1,794,409 | -12.4% | 13,407 | -11.3% | 0.14% | -19.3% |
| KOMP | Buy | SPDR SER TRs&p kensho new | $1,764,647 | +11.0% | 41,326 | +2.5% | 0.14% | +3.0% |
| LLY | Sell | LILLY ELI & CO | $1,754,362 | -16.4% | 5,108 | -11.0% | 0.14% | -22.9% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $1,758,191 | -34.8% | 37,480 | -36.6% | 0.14% | -40.0% |
| BUL | Buy | PACER FDS TRus chs cws gwt | $1,748,728 | +16.4% | 50,497 | +21.0% | 0.14% | +8.0% |
| SIL | Buy | GLOBAL X FDSglobal x silver | $1,752,243 | +15.0% | 57,039 | +5.4% | 0.14% | +6.3% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,745,433 | +0.0% | 7,169 | -9.5% | 0.13% | -7.6% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,711,799 | +8.9% | 23,185 | +6.0% | 0.13% | +0.8% |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL | $1,705,274 | -5.1% | 48,819 | +2.2% | 0.13% | -12.7% |
| JD | Buy | JD.COM INCspon adr cl a | $1,707,979 | -10.7% | 38,915 | +14.2% | 0.13% | -17.6% |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $1,648,919 | -55.9% | 16,635 | -57.4% | 0.13% | -59.3% |
| WHR | Sell | WHIRLPOOL CORP | $1,656,297 | -11.1% | 12,545 | -4.7% | 0.13% | -18.1% |
| TU | Buy | TELUS CORPORATION | $1,642,862 | +3.6% | 82,722 | +0.8% | 0.13% | -4.5% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $1,640,031 | +468.0% | 11,795 | +496.3% | 0.13% | +425.0% |
| LEG | Sell | LEGGETT & PLATT INC | $1,612,820 | -11.6% | 50,590 | -10.6% | 0.12% | -18.4% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,596,471 | +46.1% | 15,778 | +41.8% | 0.12% | +35.2% |
| IWB | Sell | ISHARES TRrus 1000 etf | $1,594,712 | +3.1% | 7,080 | -3.6% | 0.12% | -4.7% |
| New | FIRST TR EXCHANGE-TRADED FDcboe vest rising | $1,570,841 | – | 73,164 | +100.0% | 0.12% | – | |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $1,565,435 | -20.8% | 19,407 | -23.7% | 0.12% | -27.3% |
| DIS | Sell | DISNEY WALT CO | $1,532,843 | +4.2% | 15,308 | -9.6% | 0.12% | -4.1% |
| BAC | Sell | BANK AMERICA CORP | $1,525,540 | -18.0% | 53,340 | -5.1% | 0.12% | -24.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,512,020 | +0.8% | 2,623 | -3.7% | 0.12% | -7.2% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $1,510,087 | -10.7% | 39,981 | -12.6% | 0.12% | -17.7% |
| PGR | Sell | PROGRESSIVE CORP | $1,504,562 | +8.7% | 10,517 | -1.4% | 0.12% | +0.9% |
| NANR | Buy | SPDR INDEX SHS FDSs&p north amer | $1,454,645 | +6.1% | 27,123 | +7.2% | 0.11% | -1.8% |
| EMR | Sell | EMERSON ELEC CO | $1,439,605 | -15.1% | 16,520 | -6.4% | 0.11% | -21.3% |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $1,439,186 | -6.9% | 53,244 | -2.9% | 0.11% | -14.0% |
| ES | Sell | EVERSOURCE ENERGY | $1,441,629 | -9.3% | 18,421 | -2.9% | 0.11% | -16.5% |
| INFL | Buy | LISTED FD TRhorizon kinetics | $1,428,670 | -1.2% | 46,325 | +0.9% | 0.11% | -8.3% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,420,563 | +0.6% | 19,014 | +0.4% | 0.11% | -7.6% |
| EFV | Sell | ISHARES TReafe value etf | $1,399,656 | -17.7% | 28,841 | -22.2% | 0.11% | -23.9% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $1,386,540 | +18.0% | 39,390 | +8.0% | 0.11% | +9.2% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $1,372,640 | -1.8% | 5,373 | +2.0% | 0.11% | -9.4% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $1,350,294 | +9.0% | 30,730 | +5.4% | 0.10% | +1.0% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,340,061 | -0.4% | 9,995 | +0.4% | 0.10% | -8.0% |
| IAPR | Sell | INNOVATOR ETFS TRintrnl dev aprl | $1,333,785 | +2.2% | 54,418 | -0.4% | 0.10% | -5.5% |
| HEFA | New | ISHARES TRhdg msci eafe | $1,330,364 | – | 45,143 | +100.0% | 0.10% | – |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $1,306,340 | -6.7% | 6,218 | -28.7% | 0.10% | -13.7% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $1,306,500 | +4.6% | 55,619 | +9.0% | 0.10% | -2.9% |
| NKE | Sell | NIKE INCcl b | $1,291,308 | -2.4% | 10,529 | -6.9% | 0.10% | -10.0% |
| SNPS | Sell | SYNOPSYS INC | $1,271,535 | -7.1% | 3,292 | -23.2% | 0.10% | -14.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $1,259,026 | -5.1% | 6,415 | +0.7% | 0.10% | -12.6% |
| WASH | Sell | WASHINGTON TR BANCORP INC | $1,240,941 | -40.1% | 35,803 | -18.5% | 0.10% | -44.5% |
| ORCL | Sell | ORACLE CORP | $1,241,444 | +12.1% | 13,360 | -1.4% | 0.10% | +4.3% |
| FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $1,232,691 | -3.9% | 54,932 | +2.1% | 0.10% | -11.2% |
| DNP | Sell | DNP SELECT INCOME FD INC | $1,233,818 | -4.5% | 111,961 | -2.5% | 0.10% | -12.0% |
| ANET | Sell | ARISTA NETWORKS INC | $1,202,045 | -2.5% | 7,161 | -29.5% | 0.09% | -9.7% |
| AFL | Buy | AFLAC INC | $1,187,442 | -7.7% | 18,404 | +2.9% | 0.09% | -15.0% |
| PAPR | Sell | INNOVATOR ETFS TRus eqt pwr buf | $1,168,562 | +3.0% | 39,747 | -1.6% | 0.09% | -5.3% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $1,159,463 | +3.8% | 39,666 | +2.6% | 0.09% | -4.3% |
| MDT | Buy | MEDTRONIC PLC | $1,154,872 | +14.2% | 14,324 | +10.1% | 0.09% | +6.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $1,157,198 | -2.8% | 4,029 | +4.4% | 0.09% | -10.1% |
| FLRN | New | SPDR SER TRbloomberg invt | $1,156,769 | – | 38,014 | +100.0% | 0.09% | – |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,124,822 | -4.4% | 28,505 | -8.2% | 0.09% | -11.2% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $1,127,069 | -49.0% | 28,064 | -49.3% | 0.09% | -52.7% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,132,029 | +1.3% | 26,998 | -2.1% | 0.09% | -6.5% |
| SHW | Sell | SHERWIN WILLIAMS CO | $1,130,252 | -6.8% | 5,028 | -1.5% | 0.09% | -13.9% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $1,107,310 | -73.8% | 13,477 | -74.1% | 0.08% | -75.9% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,096,027 | -11.2% | 4,485 | -22.1% | 0.08% | -18.4% |
| EXPD | New | EXPEDITORS INTL WASH INC | $1,087,706 | – | 9,877 | +100.0% | 0.08% | – |
| Buy | CAPITAL GROUP GROWTH ETF | $1,097,086 | +25.8% | 48,846 | +11.7% | 0.08% | +15.1% | |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $1,087,878 | +1.1% | 21,619 | +0.8% | 0.08% | -6.7% |
| STLA | New | STELLANTIS N.V | $1,088,908 | – | 59,863 | +100.0% | 0.08% | – |
| IBDR | Buy | ISHARES TRibonds dec2026 | $1,093,945 | +8.5% | 46,099 | +6.8% | 0.08% | 0.0% |
| T | Buy | AT&T INC | $1,093,771 | +9.3% | 56,819 | +4.5% | 0.08% | +1.2% |
| IPKW | Buy | INVESCO EXCH TRADED FD TR IIintl buyback | $1,065,473 | +19.1% | 31,254 | +16.9% | 0.08% | +9.3% |
| New | PROSHARES TRultrapro sht qqq | $1,061,230 | – | 36,145 | +100.0% | 0.08% | – | |
| IYW | Buy | ISHARES TRu.s. tech etf | $1,070,478 | +114.5% | 11,534 | +72.2% | 0.08% | +95.2% |
| NOW | Sell | SERVICENOW INC | $1,060,026 | +9.4% | 2,281 | -8.6% | 0.08% | +1.2% |
| NUE | New | NUCOR CORP | $1,064,462 | – | 6,891 | +100.0% | 0.08% | – |
| CF | New | CF INDS HLDGS INC | $1,068,094 | – | 14,734 | +100.0% | 0.08% | – |
| POCT | Sell | INNOVATOR ETFS TRus eqty pwr buf | $1,060,491 | +3.2% | 33,528 | -1.9% | 0.08% | -4.7% |
| BDX | Buy | BECTON DICKINSON & CO | $1,052,057 | -1.7% | 4,250 | +1.0% | 0.08% | -9.0% |
| New | DIREXION SHS ETF TRdaily tech oct21 | $1,057,374 | – | 49,088 | +100.0% | 0.08% | – | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,057,168 | +54.6% | 27,886 | +42.6% | 0.08% | +42.1% |
| SYK | Buy | STRYKER CORPORATION | $1,036,959 | +18.0% | 3,632 | +1.0% | 0.08% | +9.6% |
| EMB | New | ISHARES TRjpmorgan usd emg | $1,030,906 | – | 11,948 | +100.0% | 0.08% | – |
| IBMQ | Buy | ISHARES TRibonds dec 28 | $1,031,852 | +16.5% | 40,306 | +14.2% | 0.08% | +6.8% |
| WSBC | WESBANCO INC | $1,020,999 | -17.0% | 33,257 | 0.0% | 0.08% | -23.3% | |
| LVHI | Buy | LEGG MASON ETF INVTfranklin intl lw | $1,030,078 | +10.7% | 38,207 | +4.9% | 0.08% | +1.3% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $1,024,175 | -67.7% | 13,556 | -68.5% | 0.08% | -70.1% |
| IBDT | Buy | ISHARES TRibds dec28 etf | $1,011,745 | +15.5% | 40,567 | +12.5% | 0.08% | +6.8% |
| AVB | New | AVALONBAY CMNTYS INC | $1,017,958 | – | 6,057 | +100.0% | 0.08% | – |
| TECL | Buy | DIREXION SHS ETF TRdly tech bull 3x | $1,015,501 | +71.2% | 27,313 | +1.8% | 0.08% | +59.2% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,019,578 | +6.9% | 4,989 | +10.8% | 0.08% | -1.3% |
| GWW | Buy | GRAINGER W W INC | $999,789 | +198.6% | 1,451 | +141.0% | 0.08% | +175.0% |
| New | RBB FD INCus treas 3 mnth | $1,005,556 | – | 20,079 | +100.0% | 0.08% | – | |
| BCC | New | BOISE CASCADE CO DEL | $997,389 | – | 15,769 | +100.0% | 0.08% | – |
| CPT | New | CAMDEN PPTY TRsh ben int | $981,465 | – | 9,361 | +100.0% | 0.08% | – |
| WSM | New | WILLIAMS SONOMA INC | $992,259 | – | 8,156 | +100.0% | 0.08% | – |
| TGNA | New | TEGNA INC | $979,732 | – | 57,938 | +100.0% | 0.08% | – |
| USMV | Buy | ISHARES TRmsci usa min vol | $976,347 | +22.0% | 13,422 | +20.9% | 0.08% | +11.9% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $971,801 | +175.9% | 4,986 | +154.5% | 0.08% | +158.6% |
| MPC | Buy | MARATHON PETE CORP | $968,903 | +18.0% | 7,186 | +1.9% | 0.08% | +10.3% |
| CB | Sell | CHUBB LIMITED | $962,541 | -13.6% | 4,956 | -1.8% | 0.07% | -20.4% |
| IYR | Buy | ISHARES TRu.s. real es etf | $967,317 | +4.8% | 11,393 | +4.0% | 0.07% | -3.9% |
| AMN | New | AMN HEALTHCARE SVCS INC | $950,390 | – | 11,456 | +100.0% | 0.07% | – |
| LPX | New | LOUISIANA PAC CORP | $945,861 | – | 17,448 | +100.0% | 0.07% | – |
| GCOW | Buy | PACER FDS TRglobl cash etf | $939,209 | +9.4% | 27,927 | +3.2% | 0.07% | 0.0% |
| BNDC | Buy | FLEXSHARES TRcre slct bd fd | $939,270 | +4.3% | 41,671 | +1.5% | 0.07% | -4.0% |
| New | OLAPLEX HLDGS INC | $925,569 | – | 216,761 | +100.0% | 0.07% | – | |
| CFLT | Sell | CONFLUENT INC | $916,465 | -3.9% | 38,075 | -11.2% | 0.07% | -10.1% |
| ATKR | New | ATKORE INC | $904,832 | – | 6,441 | +100.0% | 0.07% | – |
| INTC | Sell | INTEL CORP | $894,242 | -10.7% | 27,371 | -27.8% | 0.07% | -17.9% |
| MLPA | Sell | GLOBAL X FDSglbl x mlp etf | $890,245 | -21.2% | 21,400 | -21.8% | 0.07% | -26.6% |
| GIS | Sell | GENERAL MLS INC | $893,000 | -2.3% | 10,449 | -4.1% | 0.07% | -9.2% |
| LEMB | New | ISHARES INCjp morgan em etf | $891,697 | – | 24,735 | +100.0% | 0.07% | – |
| WIRE | New | ENCORE WIRE CORP | $901,630 | – | 4,865 | +100.0% | 0.07% | – |
| ECL | Buy | ECOLAB INC | $895,683 | +14.0% | 5,411 | +0.2% | 0.07% | +4.5% |
| DDS | New | DILLARDS INCcl a | $894,733 | – | 2,908 | +100.0% | 0.07% | – |
| KFY | New | KORN FERRY | $895,775 | – | 17,313 | +100.0% | 0.07% | – |
| KLIC | Sell | KULICKE & SOFFA INDS INC | $903,001 | -4.1% | 17,138 | -19.5% | 0.07% | -11.5% |
| FAX | Sell | ABRDN ASIA PACIFIC INCOME FU | $889,370 | -3.4% | 334,349 | -4.5% | 0.07% | -11.7% |
| MLI | New | MUELLER INDS INC | $883,670 | – | 12,026 | +100.0% | 0.07% | – |
| SDY | Buy | SPDR SER TRs&p divid etf | $878,029 | -0.7% | 7,097 | +0.4% | 0.07% | -8.1% |
| OEF | Sell | ISHARES TRs&p 100 etf | $871,232 | +1.6% | 4,658 | -7.3% | 0.07% | -5.6% |
| PPG | Sell | PPG INDS INC | $855,376 | -0.9% | 6,403 | -6.7% | 0.07% | -8.3% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $853,371 | -51.5% | 14,339 | -51.6% | 0.07% | -55.1% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $857,474 | +30.2% | 6,171 | +12.9% | 0.07% | +20.0% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $861,282 | +6.8% | 10,604 | +0.1% | 0.07% | -1.5% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $844,850 | +7.4% | 1,843 | +3.8% | 0.06% | -1.5% |
| CHD | Sell | CHURCH & DWIGHT CO INC | $850,844 | -31.6% | 9,623 | -37.6% | 0.06% | -37.5% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $836,022 | -9.6% | 10,733 | -4.0% | 0.06% | -16.9% |
| CLX | Sell | CLOROX CO DEL | $814,072 | +11.0% | 5,144 | -1.6% | 0.06% | +3.3% |
| VIR | New | VIR BIOTECHNOLOGY INC | $812,332 | – | 34,909 | +100.0% | 0.06% | – |
| IQLT | Sell | ISHARES TRmsci intl qualty | $820,080 | -50.6% | 23,231 | -54.7% | 0.06% | -54.3% |
| FDS | Sell | FACTSET RESH SYS INC | $810,203 | +0.1% | 1,951 | -3.3% | 0.06% | -7.5% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $795,463 | +18.1% | 13,051 | +7.5% | 0.06% | +8.9% |
| DE | Sell | DEERE & CO | $789,389 | -7.2% | 1,911 | -3.6% | 0.06% | -14.1% |
| IAGG | Buy | ISHARES TRcore intl aggr | $789,944 | +5.1% | 16,137 | +2.1% | 0.06% | -3.2% |
| PMAR | New | INNOVATOR ETFS TRus eqty pwr buf | $792,045 | – | 24,620 | +100.0% | 0.06% | – |
| FLMI | Sell | FRANKLIN TEMPLETON ETF TRfranklin dyn mun | $782,088 | -31.9% | 32,696 | -33.5% | 0.06% | -37.5% |
| CSX | Sell | CSX CORP | $774,659 | -62.9% | 25,873 | -61.6% | 0.06% | -65.5% |
| CAT | Sell | CATERPILLAR INC | $780,016 | -10.6% | 3,408 | -6.4% | 0.06% | -17.8% |
| PFIX | Buy | SIMPLIFY EXCHANGE TRADED FUNsimplify interst | $783,237 | -13.2% | 12,850 | +2.0% | 0.06% | -20.0% |
| QAI | Sell | INDEXIQ ETF TRhedge mlti etf | $747,859 | -52.6% | 25,602 | -53.8% | 0.06% | -56.1% |
| SCHW | Sell | SCHWAB CHARLES CORP | $755,796 | -38.5% | 14,429 | -2.3% | 0.06% | -43.1% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $753,122 | +23.8% | 28,280 | +24.1% | 0.06% | +13.7% |
| AVGO | Sell | BROADCOM INC | $756,485 | +9.9% | 1,179 | -4.2% | 0.06% | +1.8% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $737,290 | +6.3% | 15,580 | -1.1% | 0.06% | -1.7% |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $745,859 | -4.6% | 6,511 | -9.9% | 0.06% | -12.3% |
| ARCH | New | ARCH RESOURCES INCcl a | $738,542 | – | 5,618 | +100.0% | 0.06% | – |
| NFLX | Buy | NETFLIX INC | $737,254 | +32.9% | 2,134 | +13.5% | 0.06% | +23.9% |
| PBF | New | PBF ENERGY INCcl a | $721,597 | – | 16,642 | +100.0% | 0.06% | – |
| IBHD | Buy | ISHARES TRibonds 24 trm hg | $733,030 | +8.9% | 31,691 | +6.9% | 0.06% | 0.0% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $723,331 | -8.5% | 852 | -9.1% | 0.06% | -15.2% |
| NVS | Sell | NOVARTIS AGsponsored adr | $722,754 | +0.8% | 7,856 | -0.6% | 0.06% | -6.7% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $722,530 | +11.3% | 3,069 | +4.4% | 0.06% | +3.7% |
| EJAN | Sell | INNOVATOR ETFS TRemrgng mkt jan | $719,352 | -3.0% | 25,518 | -6.3% | 0.06% | -11.3% |
| New | RBB FD INCus treasry 12 mt | $717,412 | – | 14,257 | +100.0% | 0.06% | – | |
| WEC | Buy | WEC ENERGY GROUP INC | $720,549 | +1.8% | 7,601 | +0.7% | 0.06% | -6.8% |
| SWN | New | SOUTHWESTERN ENERGY CO | $712,870 | – | 142,574 | +100.0% | 0.06% | – |
| FBND | Sell | FIDELITY MERRIMACK STR TRtotal bd etf | $719,758 | -25.3% | 15,646 | -26.9% | 0.06% | -31.2% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $714,282 | +0.0% | 10,245 | -4.4% | 0.06% | -8.3% |
| WFC | Sell | WELLS FARGO CO NEW | $703,365 | -11.9% | 18,816 | -2.7% | 0.05% | -19.4% |
| HON | Sell | HONEYWELL INTL INC | $705,052 | -19.7% | 3,689 | -10.0% | 0.05% | -26.0% |
| PJUL | Sell | INNOVATOR ETFS TRus eqty pwr buf | $696,871 | -38.9% | 22,025 | -41.7% | 0.05% | -43.2% |
| VLUE | Sell | ISHARES TRmsci usa value | $699,484 | -8.8% | 7,554 | -10.3% | 0.05% | -15.6% |
| KJAN | Sell | INNOVATOR ETFS TRus sml cp pwr b | $702,457 | -2.0% | 22,859 | -4.6% | 0.05% | -10.0% |
| MGY | New | MAGNOLIA OIL & GAS CORPcl a | $686,704 | – | 31,385 | +100.0% | 0.05% | – |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $682,313 | -1.9% | 11,198 | -7.9% | 0.05% | -8.6% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $669,514 | -0.9% | 9,867 | -4.2% | 0.05% | -7.1% |
| SUSC | Buy | ISHARES TResg awre usd etf | $677,451 | +136.7% | 29,435 | +129.3% | 0.05% | +116.7% |
| MXI | Buy | ISHARES TRglobal mater etf | $674,310 | +12.6% | 8,058 | +5.8% | 0.05% | +4.0% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $669,542 | +5.2% | 9,074 | +0.7% | 0.05% | -1.9% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $673,399 | +2.6% | 4,437 | -1.9% | 0.05% | -5.5% |
| CL | Buy | COLGATE PALMOLIVE CO | $663,610 | +1.8% | 8,830 | +6.7% | 0.05% | -5.6% |
| SBUX | Sell | STARBUCKS CORP | $668,578 | -7.1% | 6,420 | -11.5% | 0.05% | -15.0% |
| EUSB | Sell | ISHARES TResg adv ttl usd | $659,743 | -20.8% | 15,261 | -22.7% | 0.05% | -26.1% |
| EAGG | New | ISHARES TResg awr us agrgt | $656,355 | – | 13,657 | +100.0% | 0.05% | – |
| NJAN | Sell | INNOVATOR ETFS TRgrwt100 pwr bf | $660,165 | +5.9% | 17,414 | -3.7% | 0.05% | -1.9% |
| IBMO | Buy | ISHARES TRibonds dec 26 | $653,641 | +41.3% | 25,602 | +39.5% | 0.05% | +28.2% |
| MET | Buy | METLIFE INC | $647,587 | -19.2% | 11,176 | +0.9% | 0.05% | -25.4% |
| IDU | Sell | ISHARES TRu.s. utilits etf | $632,262 | -19.3% | 7,553 | -16.5% | 0.05% | -24.6% |
| IBB | Buy | ISHARES TRishares biotech | $619,080 | -0.7% | 4,793 | +0.9% | 0.05% | -7.7% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $622,484 | +11.3% | 12,724 | +7.9% | 0.05% | +2.1% |
| CSL | CARLISLE COS INC | $625,310 | -4.1% | 2,766 | 0.0% | 0.05% | -11.1% | |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $629,127 | -60.4% | 19,568 | -57.9% | 0.05% | -63.9% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $625,057 | +2.9% | 19,989 | -4.3% | 0.05% | -5.9% |
| USIG | Sell | ISHARES TRusd inv grde etf | $609,440 | -34.2% | 12,030 | -36.2% | 0.05% | -39.0% |
| SLB | Sell | SCHLUMBERGER LTD | $607,480 | -9.1% | 12,372 | -1.0% | 0.05% | -16.1% |
| TROW | Sell | PRICE T ROWE GROUP INC | $593,768 | +1.0% | 5,259 | -2.4% | 0.05% | -6.1% |
| NJUL | Sell | INNOVATOR ETFS TRgrwt100 pwr buf | $603,292 | -34.2% | 12,592 | -41.6% | 0.05% | -39.5% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $590,746 | -52.0% | 10,825 | -53.3% | 0.04% | -56.3% |
| CMS | Sell | CMS ENERGY CORP | $589,844 | -11.7% | 9,609 | -8.9% | 0.04% | -19.6% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $587,447 | -62.7% | 5,611 | -62.9% | 0.04% | -65.6% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $578,722 | +39.7% | 11,185 | +36.5% | 0.04% | +28.6% |
| FMHI | New | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $586,172 | – | 12,501 | +100.0% | 0.04% | – |
| KAPR | Sell | INNOVATOR ETFS TRus sml cp pwr et | $580,066 | +2.9% | 21,807 | -2.2% | 0.04% | -4.3% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $587,871 | +22.9% | 7,537 | +13.1% | 0.04% | +12.5% |
| PSR | Buy | INVESCO ACTIVELY MANAGED ETFactive us real | $568,092 | +7.3% | 6,494 | +6.8% | 0.04% | 0.0% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $572,980 | -8.9% | 3,609 | -8.8% | 0.04% | -15.4% |
| BIDU | Sell | BAIDU INCspon adr rep a | $571,987 | +25.3% | 3,790 | -5.0% | 0.04% | +15.8% |
| AMAT | Sell | APPLIED MATLS INC | $568,190 | +23.2% | 4,625 | -2.3% | 0.04% | +15.8% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $552,538 | -4.3% | 2,888 | -5.7% | 0.04% | -10.4% |
| HYGV | Buy | FLEXSHARES TRhig yld vl etf | $560,768 | +9.0% | 13,767 | +6.7% | 0.04% | 0.0% |
| BAPR | INNOVATOR ETFS TRus eqt bufr apr | $557,868 | +8.2% | 16,623 | 0.0% | 0.04% | 0.0% | |
| TFC | Sell | TRUIST FINL CORP | $557,159 | -27.5% | 16,338 | -8.5% | 0.04% | -32.8% |
| TJX | Buy | TJX COS INC NEW | $553,522 | -1.1% | 7,063 | +0.4% | 0.04% | -8.5% |
| JNK | New | SPDR SER TRbloomberg high y | $543,334 | – | 5,853 | +100.0% | 0.04% | – |
| FITB | Buy | FIFTH THIRD BANCORP | $549,647 | -18.5% | 20,632 | +0.4% | 0.04% | -25.0% |
| DUK | Sell | DUKE ENERGY CORP NEW | $547,262 | -7.1% | 5,672 | -0.8% | 0.04% | -14.3% |
| BJAN | New | INNOVATOR ETFS TRus eqty bufr jan | $541,678 | – | 15,406 | +100.0% | 0.04% | – |
| ET | Buy | ENERGY TRANSFER L P | $546,658 | +9.3% | 43,837 | +4.0% | 0.04% | 0.0% |
| Buy | CAPITAL GROUP INTL FOCUS EQT | $528,153 | +22.5% | 22,775 | +10.0% | 0.04% | +13.9% | |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $538,369 | – | 18,200 | +100.0% | 0.04% | – | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $537,781 | +13.6% | 5,487 | -24.9% | 0.04% | +5.1% |
| USXF | Buy | ISHARES TResg msci usa etf | $527,666 | +41.5% | 15,956 | +31.2% | 0.04% | +32.3% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $520,468 | +9.9% | 20,095 | +2.4% | 0.04% | +2.6% |
| IVLU | Sell | ISHARES TRmsci intl vlu ft | $518,681 | -10.9% | 20,923 | -16.7% | 0.04% | -18.4% |
| PM | Sell | PHILIP MORRIS INTL INC | $520,261 | -23.7% | 5,349 | -20.6% | 0.04% | -29.8% |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $516,051 | +29.2% | 23,256 | +26.6% | 0.04% | +21.2% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $516,503 | +1.2% | 15,133 | -2.3% | 0.04% | -7.0% |
| IT | Sell | GARTNER INC | $502,663 | -5.1% | 1,543 | -2.1% | 0.04% | -11.4% |
| SOXX | Buy | ISHARES TRishares semicdtr | $512,222 | +44.4% | 1,151 | +13.0% | 0.04% | +30.0% |
| DJD | Sell | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $490,070 | -68.9% | 11,455 | -68.3% | 0.04% | -71.0% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $499,902 | -8.3% | 2,213 | -5.9% | 0.04% | -15.6% |
| New | GE HEALTHCARE TECHNOLOGIES I | $497,758 | – | 6,068 | +100.0% | 0.04% | – | |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $489,329 | -6.9% | 5,377 | -2.9% | 0.04% | -13.6% |
| DWM | Buy | WISDOMTREE TRintl equity fd | $493,421 | +33.4% | 9,922 | +26.2% | 0.04% | +22.6% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $484,999 | -26.7% | 5,182 | -28.5% | 0.04% | -32.7% |
| UNG | New | UNITED STS NAT GAS FD LPunit par | $479,186 | – | 69,047 | +100.0% | 0.04% | – |
| MMC | Buy | MARSH & MCLENNAN COS INC | $474,269 | +7.1% | 2,847 | +6.4% | 0.04% | 0.0% |
| PXD | Buy | PIONEER NAT RES CO | $477,082 | -8.2% | 2,335 | +2.7% | 0.04% | -14.0% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $480,115 | +9.4% | 3,210 | -5.5% | 0.04% | 0.0% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $479,207 | -1.7% | 9,502 | -7.8% | 0.04% | -9.8% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $465,600 | -0.7% | 1 | 0.0% | 0.04% | -7.7% | |
| WMS | Buy | ADVANCED DRAIN SYS INC DEL | $466,537 | +2.8% | 5,540 | +0.0% | 0.04% | -5.3% |
| D | Buy | DOMINION ENERGY INC | $462,487 | -7.9% | 8,271 | +1.0% | 0.04% | -14.3% |
| MARB | Buy | FIRST TR EXCH TRADED FD IIImerger arbitra | $471,087 | +86.7% | 23,413 | +87.1% | 0.04% | +71.4% |
| TIP | Sell | ISHARES TRtips bd etf | $467,172 | -14.8% | 4,237 | -17.8% | 0.04% | -21.7% |
| NAPR | Sell | INNOVATOR ETFS TRgrwt100 pwr bf | $463,853 | -14.3% | 11,912 | -25.1% | 0.04% | -20.0% |
| LCTU | Buy | BLACKROCK ETF TRUSTus carbon trans | $458,977 | +59.0% | 10,145 | +49.1% | 0.04% | +45.8% |
| KHC | Buy | KRAFT HEINZ CO | $449,287 | +0.3% | 11,618 | +5.6% | 0.04% | -5.4% |
| DOW | Buy | DOW INC | $442,410 | +18.4% | 8,070 | +8.8% | 0.03% | +9.7% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $443,079 | -51.6% | 2,337 | -53.1% | 0.03% | -55.3% |
| New | ETF SER SOLUTIONSaptus enhanced | $423,765 | – | 17,005 | +100.0% | 0.03% | – | |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $431,029 | -5.9% | 6,297 | -10.2% | 0.03% | -13.2% |
| IBTG | Buy | ISHARES TRibonds 26 trm ts | $425,485 | +12.2% | 18,435 | +10.4% | 0.03% | +3.1% |
| HDV | Sell | ISHARES TRcore high dv etf | $427,587 | -29.4% | 4,206 | -27.6% | 0.03% | -34.0% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $415,931 | -52.1% | 4,529 | -52.3% | 0.03% | -55.6% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $417,055 | -23.5% | 10,059 | -24.5% | 0.03% | -28.9% |
| VDE | VANGUARD WORLD FDSenergy etf | $419,224 | -5.8% | 3,670 | 0.0% | 0.03% | -13.5% | |
| DVN | Buy | DEVON ENERGY CORP NEW | $398,350 | -14.8% | 7,870 | +3.5% | 0.03% | -20.5% |
| NOCT | Sell | INNOVATOR ETFS TRgrwt100 pwr buf | $407,643 | +9.2% | 10,415 | -2.2% | 0.03% | 0.0% |
| MMM | Buy | 3M CO | $386,565 | -7.3% | 3,677 | +5.8% | 0.03% | -14.3% |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $388,352 | – | 4,256 | +100.0% | 0.03% | – |
| MPLX | Buy | MPLX LP | $386,824 | +12.1% | 11,228 | +6.8% | 0.03% | +3.4% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $389,008 | -16.3% | 842 | -1.2% | 0.03% | -23.1% |
| ESGE | Buy | ISHARES INCesg awr msci em | $387,812 | +65.4% | 12,319 | +58.0% | 0.03% | +50.0% |
| PSA | Sell | PUBLIC STORAGE | $393,003 | +7.7% | 1,300 | -0.2% | 0.03% | 0.0% |
| CI | Sell | THE CIGNA GROUP | $384,650 | -23.6% | 1,505 | -0.9% | 0.03% | -28.6% |
| BALT | Sell | INNOVATOR ETFS TRdefined wlt shld | $382,119 | -71.6% | 14,033 | -72.3% | 0.03% | -74.1% |
| ZROZ | Sell | PIMCO ETF TR25yr+ zero u s | $370,964 | -29.4% | 3,873 | -35.6% | 0.03% | -34.1% |
| VLU | Sell | SPDR SER TRspdr s&p1500vl | $382,692 | -94.9% | 2,694 | -95.0% | 0.03% | -95.4% |
| VICI | VICI PPTYS INC | $383,252 | +0.7% | 11,749 | 0.0% | 0.03% | -9.4% | |
| SRE | Sell | SEMPRA | $367,107 | -2.4% | 2,428 | -0.2% | 0.03% | -9.7% |
| SUSL | Sell | ISHARES TResg msci leadr | $365,991 | +3.1% | 5,136 | -4.0% | 0.03% | -6.7% |
| EPV | Sell | PROSHARES TRultsht ftse euro | $359,046 | -49.2% | 34,757 | -37.1% | 0.03% | -52.5% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $366,088 | +7.9% | 4,124 | -0.9% | 0.03% | 0.0% |
| CVS | Sell | CVS HEALTH CORP | $362,992 | -31.1% | 4,884 | -13.7% | 0.03% | -36.4% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $368,415 | -18.4% | 2,898 | +1.4% | 0.03% | -26.3% |
| TECK | Sell | TECK RESOURCES LTDcl b | $357,700 | -79.3% | 9,800 | -78.5% | 0.03% | -80.6% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $366,220 | +6.9% | 3,937 | -14.4% | 0.03% | -3.4% |
| SCHK | Sell | SCHWAB STRATEGIC TR1000 index etf | $358,354 | -15.8% | 9,060 | -21.4% | 0.03% | -20.0% |
| ALTL | Buy | PACER FDS TRlunt lrg cp altr | $362,951 | +60.7% | 9,558 | +71.2% | 0.03% | +47.4% |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $360,522 | – | 2,731 | +100.0% | 0.03% | – |
| IJUL | Sell | INNOVATOR ETFS TRintrnl dev july | $368,829 | -45.3% | 14,535 | -48.6% | 0.03% | -50.0% |
| EWU | Sell | ISHARES TRmsci uk etf new | $349,037 | +2.5% | 10,819 | -2.6% | 0.03% | -3.6% |
| TECB | Sell | ISHARES TRus tech brkthr | $356,235 | +20.0% | 10,720 | -1.4% | 0.03% | +8.0% |
| BUFR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $356,943 | -49.9% | 15,208 | -52.6% | 0.03% | -54.2% |
| New | RBB FD INCus treasy 2 yr | $347,316 | – | 7,065 | +100.0% | 0.03% | – | |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $357,169 | -2.8% | 1,650 | -9.9% | 0.03% | -12.9% |
| NSC | Sell | NORFOLK SOUTHN CORP | $338,106 | -76.7% | 1,594 | -72.9% | 0.03% | -78.5% |
| FAST | Sell | FASTENAL CO | $332,987 | +11.5% | 6,173 | -2.2% | 0.03% | +4.0% |
| FLEX | Sell | FLEX LTDord | $333,645 | +1.9% | 14,500 | -5.0% | 0.03% | -3.7% |
| EXC | Buy | EXELON CORP | $339,798 | +0.7% | 8,111 | +3.9% | 0.03% | -7.1% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $324,391 | +13.2% | 4,792 | +17.9% | 0.02% | +4.2% |
| ESGD | New | ISHARES TResg aw msci eafe | $318,581 | – | 4,434 | +100.0% | 0.02% | – |
| UAPR | INNOVATOR ETFS TRus eqt ultra bf | $318,758 | +0.5% | 12,781 | 0.0% | 0.02% | -3.8% | |
| KJUL | Sell | INNOVATOR ETFS TRus sml cp pwr b | $323,006 | +0.9% | 13,042 | -1.2% | 0.02% | -7.4% |
| UL | Sell | UNILEVER PLCspon adr new | $319,161 | -0.4% | 6,145 | -3.5% | 0.02% | -7.4% |
| LNG | New | CHENIERE ENERGY INC | $325,583 | – | 2,065 | +100.0% | 0.02% | – |
| Sell | GENERAL ELECTRIC CO | $305,407 | -4.8% | 3,194 | -16.5% | 0.02% | -11.1% | |
| MCO | MOODYS CORP | $311,834 | +9.8% | 1,019 | 0.0% | 0.02% | 0.0% | |
| Buy | EA SERIES TRUSTstrive us energy | $305,731 | -0.8% | 10,997 | +5.1% | 0.02% | -7.7% | |
| IWS | Sell | ISHARES TRrus mdcp val etf | $308,820 | -9.8% | 2,907 | -10.6% | 0.02% | -17.2% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $313,623 | +11.2% | 3,463 | +4.1% | 0.02% | 0.0% |
| DMXF | Buy | ISHARES TResg eafe etf | $295,835 | +31.5% | 4,964 | +19.8% | 0.02% | +21.1% |
| VOX | Sell | VANGUARD WORLD FDS | $301,900 | +8.7% | 3,123 | -7.5% | 0.02% | 0.0% |
| QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $302,427 | +3.9% | 17,634 | -3.6% | 0.02% | -4.2% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $293,235 | -8.9% | 7,167 | -15.4% | 0.02% | -14.8% |
| ANTM | Sell | ELEVANCE HEALTH INC | $299,089 | -79.6% | 650 | -77.3% | 0.02% | -81.1% |
| FANG | New | DIAMONDBACK ENERGY INC | $294,252 | – | 2,176 | +100.0% | 0.02% | – |
| HSY | Buy | HERSHEY CO | $293,221 | +20.9% | 1,152 | +10.0% | 0.02% | +15.0% |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $298,768 | – | 7,862 | +100.0% | 0.02% | – |
| PXI | Sell | INVESCO EXCHANGE TRADED FD Tdwa energy mnt | $293,866 | -37.2% | 7,372 | -31.9% | 0.02% | -41.0% |
| IBMM | Buy | ISHARES TRibonds dec | $287,209 | +39.4% | 11,102 | +38.7% | 0.02% | +29.4% |
| IYG | Sell | ISHARES TRu.s. fin svc etf | $279,701 | -16.2% | 1,852 | -12.6% | 0.02% | -21.4% |
| USB | Sell | US BANCORP DEL | $287,008 | -62.0% | 7,961 | -54.1% | 0.02% | -65.1% |
| YJUN | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest intl | $281,967 | +9.2% | 14,187 | +1.6% | 0.02% | 0.0% |
| IBMN | Buy | ISHARES TRibonds dec 25 | $289,277 | +39.7% | 10,871 | +38.5% | 0.02% | +29.4% |
| MU | Sell | MICRON TECHNOLOGY INC | $274,467 | -0.1% | 4,548 | -17.3% | 0.02% | -8.7% |
| EAPR | INNOVATOR ETFS TRemrgng mkt april | $275,879 | +5.1% | 11,288 | 0.0% | 0.02% | -4.5% | |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $273,052 | -45.3% | 5,742 | -45.9% | 0.02% | -50.0% |
| SPXL | Buy | DIREXION SHS ETF TRdrx s&p500bull | $276,235 | +17.9% | 3,774 | +0.0% | 0.02% | +5.0% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $270,613 | -4.2% | 2,416 | +0.5% | 0.02% | -12.5% |
| IEUR | New | ISHARES TRcore msci euro | $270,700 | – | 5,168 | +100.0% | 0.02% | – |
| C | Buy | CITIGROUP INC | $278,890 | +11.1% | 5,947 | +7.1% | 0.02% | 0.0% |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $267,903 | – | 10,506 | +100.0% | 0.02% | – |
| OMC | Buy | OMNICOM GROUP INC | $273,737 | +17.8% | 2,901 | +1.9% | 0.02% | +10.5% |
| GILD | Buy | GILEAD SCIENCES INC | $276,180 | +1.3% | 3,328 | +4.9% | 0.02% | -8.7% |
| UJUN | INNOVATOR ETFS TRus eqt ultra bf | $275,424 | +2.9% | 9,990 | 0.0% | 0.02% | -4.5% | |
| IBMP | Buy | ISHARES TRibonds dec 27 | $274,739 | +31.6% | 10,791 | +29.6% | 0.02% | +23.5% |
| S | New | SENTINELONE INCcl a | $278,447 | – | 17,020 | +100.0% | 0.02% | – |
| GSEW | GOLDMAN SACHS ETF TRequal weight us | $263,545 | +3.8% | 4,380 | 0.0% | 0.02% | -4.8% | |
| ENPH | Buy | ENPHASE ENERGY INC | $261,799 | -18.0% | 1,245 | +3.3% | 0.02% | -25.9% |
| XSD | New | SPDR SER TRs&p semicndctr | $256,811 | – | 1,231 | +100.0% | 0.02% | – |
| CQP | Buy | CHENIERE ENERGY PARTNERS LP | $260,993 | -15.4% | 5,515 | +1.7% | 0.02% | -23.1% |
| IYY | New | ISHARES TRdow jones us etf | $261,383 | – | 2,612 | +100.0% | 0.02% | – |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $257,271 | +4.6% | 1,329 | +3.6% | 0.02% | 0.0% |
| IBML | New | ISHARES TRibonds dec2023 | $260,912 | – | 10,260 | +100.0% | 0.02% | – |
| PULS | Sell | PGIM ETF TRpgim ultra sh bd | $254,245 | -12.3% | 5,157 | -12.6% | 0.02% | -16.7% |
| TPZ | Buy | TORTOISE PWR & ENERGY INFRAS | $263,425 | +5.9% | 20,500 | +5.1% | 0.02% | -4.8% |
| ESML | Buy | ISHARES TResg aware msci | $244,944 | +14.6% | 7,206 | +10.9% | 0.02% | +5.6% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $247,978 | -83.3% | 1,006 | -83.1% | 0.02% | -84.6% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $241,265 | +9.3% | 4,446 | +1.2% | 0.02% | +5.6% |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $251,931 | +13.9% | 5,570 | +2.4% | 0.02% | +5.6% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $247,917 | -31.4% | 10,110 | -33.8% | 0.02% | -36.7% |
| ETN | Sell | EATON CORP PLC | $242,061 | +2.6% | 1,412 | -6.0% | 0.02% | -5.0% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $250,020 | +7.5% | 5,168 | +0.4% | 0.02% | 0.0% |
| ALGN | New | ALIGN TECHNOLOGY INC | $248,099 | – | 742 | +100.0% | 0.02% | – |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $250,001 | +0.7% | 1,934 | -0.6% | 0.02% | -9.5% |
| IEV | Sell | ISHARES TReurope etf | $244,048 | +0.4% | 4,879 | -9.1% | 0.02% | -5.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $247,984 | +21.9% | 4,167 | +15.7% | 0.02% | +11.8% |
| ITB | New | ISHARES TRus home cons etf | $252,482 | – | 3,592 | +100.0% | 0.02% | – |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $251,994 | +1.3% | 5,000 | +1.2% | 0.02% | -9.5% |
| KCE | New | SPDR SER TRs&p cap mkts | $244,060 | – | 2,938 | +100.0% | 0.02% | – |
| ETJ | EATON VANCE RISK-MANAGED DIV | $246,450 | +6.0% | 31,000 | 0.0% | 0.02% | 0.0% | |
| ETY | EATON VANCE TAX-MANAGED DIVE | $251,130 | +7.5% | 21,519 | 0.0% | 0.02% | 0.0% | |
| RSG | Sell | REPUBLIC SVCS INC | $240,817 | +4.5% | 1,780 | -0.3% | 0.02% | 0.0% |
| CEQP | Buy | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $249,300 | +0.2% | 10,000 | +5.3% | 0.02% | -9.5% |
| ETG | Buy | EATON VANCE TX ADV GLBL DIV | $230,415 | +9.0% | 14,267 | +1.9% | 0.02% | 0.0% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $238,309 | -23.4% | 5,208 | -30.9% | 0.02% | -30.8% |
| DEO | Buy | DIAGEO PLCspon adr new | $238,902 | +5.7% | 1,318 | +4.0% | 0.02% | -5.3% |
| EBC | EASTERN BANKSHARES INC | $227,665 | -26.8% | 18,040 | 0.0% | 0.02% | -30.8% | |
| MRVL | New | MARVELL TECHNOLOGY INC | $231,279 | – | 5,341 | +100.0% | 0.02% | – |
| UNP | Sell | UNION PAC CORP | $229,263 | -3.3% | 1,139 | -0.5% | 0.02% | -10.0% |
| SPHB | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $232,800 | -12.1% | 3,327 | -21.7% | 0.02% | -18.2% |
| DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $235,999 | -81.7% | 9,940 | -81.0% | 0.02% | -83.3% |
| TDG | Sell | TRANSDIGM GROUP INC | $237,050 | +14.6% | 321 | -2.1% | 0.02% | +5.9% |
| NUMV | NUSHARES ETF TRnuveen esg midvl | $239,529 | -3.5% | 8,346 | 0.0% | 0.02% | -14.3% | |
| BAR | Buy | GRANITESHARES GOLD TR | $235,700 | +10.8% | 12,081 | +2.5% | 0.02% | 0.0% |
| HAL | Buy | HALLIBURTON CO | $232,323 | -19.4% | 7,342 | +0.2% | 0.02% | -25.0% |
| F | Sell | FORD MTR CO DEL | $224,094 | +7.0% | 17,785 | -1.3% | 0.02% | 0.0% |
| AXP | New | AMERICAN EXPRESS CO | $226,160 | – | 1,371 | +100.0% | 0.02% | – |
| UBSI | Sell | UNITED BANKSHARES INC WEST V | $216,832 | -13.1% | 6,159 | -0.1% | 0.02% | -19.0% |
| UUP | Sell | INVESCO DB US DLR INDEX TRbullish fd | $217,364 | -19.5% | 7,796 | -19.7% | 0.02% | -26.1% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $221,207 | -25.1% | 2,620 | -30.5% | 0.02% | -32.0% |
| RWJ | Sell | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $222,756 | -91.5% | 1,986 | -91.7% | 0.02% | -92.2% |
| CBRL | New | CRACKER BARREL OLD CTRY STOR | $226,291 | – | 1,992 | +100.0% | 0.02% | – |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $226,386 | -66.3% | 5,431 | -67.0% | 0.02% | -69.6% |
| Sell | INNOVATOR ETFS TRladerd alctn pwr | $219,298 | -0.5% | 6,104 | -4.7% | 0.02% | -5.6% | |
| New | JACOBS SOLUTIONS INC | $210,616 | – | 1,792 | +100.0% | 0.02% | – | |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $209,359 | +28.6% | 13,542 | +17.3% | 0.02% | +14.3% |
| IGOV | New | ISHARES TRintl trea bd etf | $209,695 | – | 5,215 | +100.0% | 0.02% | – |
| IVOV | New | VANGUARD ADMIRAL FDS INCmidcp 400 val | $211,748 | – | 2,692 | +100.0% | 0.02% | – |
| XBI | Sell | SPDR SER TRs&p biotech | $203,162 | -87.2% | 2,665 | -86.1% | 0.02% | -87.9% |
| FALN | Sell | ISHARES TRfaln angls usd | $209,648 | -3.5% | 8,296 | -6.1% | 0.02% | -11.1% |
| O | Sell | REALTY INCOME CORP | $202,694 | -57.3% | 3,201 | -57.2% | 0.02% | -60.0% |
| SEIX | New | VIRTUS ETF TR IIseix sr ln etf | $210,721 | – | 8,940 | +100.0% | 0.02% | – |
| BIIB | Sell | BIOGEN INC | $214,083 | -14.9% | 770 | -15.2% | 0.02% | -23.8% |
| MKC | Buy | MCCORMICK & CO INC | $207,115 | +0.5% | 2,489 | +0.1% | 0.02% | -5.9% |
| MELI | New | MERCADOLIBRE INC | $201,505 | – | 152 | +100.0% | 0.02% | – |
| ARB | New | ALTSHARES TRUSTmerger arbitrage | $202,940 | – | 8,002 | +100.0% | 0.02% | – |
| CCEP | Sell | COCA-COLA EUROPACIFIC PARTNE | $213,131 | -3.9% | 3,600 | -10.2% | 0.02% | -11.1% |
| EJUL | Sell | INNOVATOR ETFS TRemrgng mkt july | $202,236 | -38.5% | 8,661 | -39.9% | 0.02% | -40.7% |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $182,930 | +1.2% | 21,934 | 0.0% | 0.01% | -6.7% | |
| EXG | EATON VANCE TAX-MANAGED GLOB | $171,820 | +3.4% | 22,000 | 0.0% | 0.01% | -7.1% | |
| CSTM | New | CONSTELLIUM SE | $157,384 | – | 10,300 | +100.0% | 0.01% | – |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $152,315 | -1.9% | 13,267 | -4.5% | 0.01% | -7.7% |
| ETW | EATON VANCE TAX-MANAGED GLOB | $137,360 | +4.1% | 17,000 | 0.0% | 0.01% | 0.0% | |
| ECC | EAGLE POINT CREDIT COMPANY I | $134,040 | +10.4% | 12,000 | 0.0% | 0.01% | 0.0% | |
| PLUG | New | PLUG POWER INC | $120,400 | – | 10,273 | +100.0% | 0.01% | – |
| AGNC | Buy | AGNC INVT CORP | $118,390 | +4.5% | 11,745 | +7.3% | 0.01% | 0.0% |
| HDSN | New | HUDSON TECHNOLOGIES INC | $100,552 | – | 11,518 | +100.0% | 0.01% | – |
| PHAT | New | PHATHOM PHARMACEUTICALS INC | $89,250 | – | 12,500 | +100.0% | 0.01% | – |
| RLGY | New | ANYWHERE REAL ESTATE INC | $79,728 | – | 15,100 | +100.0% | 0.01% | – |
| EGY | New | VAALCO ENERGY INC | $75,289 | – | 16,620 | +100.0% | 0.01% | – |
| GAB | GABELLI EQUITY TR INC | $60,505 | +4.7% | 10,540 | 0.0% | 0.01% | 0.0% | |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $63,018 | -47.9% | 15,873 | -23.4% | 0.01% | -50.0% |
| AKTS | New | AKOUSTIS TECHNOLOGIES INC | $59,253 | – | 19,238 | +100.0% | 0.01% | – |
| TEF | TELEFONICA S Asponsored adr | $49,965 | +19.9% | 11,674 | 0.0% | 0.00% | +33.3% | |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $36,600 | +0.8% | 10,000 | 0.0% | 0.00% | 0.0% | |
| PPSI | New | PIONEER PWR SOLUTIONS INC | $35,200 | – | 10,000 | +100.0% | 0.00% | – |
| REAL | THE REALREAL INC | $12,726 | +0.8% | 10,100 | 0.0% | 0.00% | 0.0% | |
| HBM | Exit | HUDBAY MINERALS INC | $0 | – | -10,109 | -100.0% | -0.00% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -5,395 | -100.0% | -0.02% | – |
| EOG | Exit | EOG RES INC | $0 | – | -1,587 | -100.0% | -0.02% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -1,968 | -100.0% | -0.02% | – |
| Exit | CONSTELLATION ENERGY CORP | $0 | – | -2,507 | -100.0% | -0.02% | – | |
| SPSB | Exit | SPDR SER TRportfolio short | $0 | – | -7,561 | -100.0% | -0.02% | – |
| SLYG | Exit | SPDR SER TRs&p 600 smcp grw | $0 | – | -3,132 | -100.0% | -0.02% | – |
| IEZ | Exit | ISHARES TRus oil eq&sv etf | $0 | – | -10,699 | -100.0% | -0.02% | – |
| IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -828 | -100.0% | -0.02% | – |
| NXPI | Exit | NXP SEMICONDUCTORS N V | $0 | – | -1,547 | -100.0% | -0.02% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -5,426 | -100.0% | -0.02% | – |
| JIG | Exit | J P MORGAN EXCHANGE TRADED Finternl gwt | $0 | – | -4,768 | -100.0% | -0.02% | – |
| WPM | Exit | WHEATON PRECIOUS METALS CORP | $0 | – | -6,735 | -100.0% | -0.02% | – |
| FAS | Exit | DIREXION SHS ETF TRdly fin bull new | $0 | – | -3,522 | -100.0% | -0.02% | – |
| STOR | Exit | STORE CAP CORP | $0 | – | -8,507 | -100.0% | -0.02% | – |
| KIE | Exit | SPDR SER TRs&p ins etf | $0 | – | -6,598 | -100.0% | -0.02% | – |
| ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -4,218 | -100.0% | -0.02% | – |
| MTCH | Exit | MATCH GROUP INC NEW | $0 | – | -7,091 | -100.0% | -0.02% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -3,405 | -100.0% | -0.03% | – |
| DFEB | Exit | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $0 | – | -10,131 | -100.0% | -0.03% | – |
| HSBC | Exit | HSBC HLDGS PLCspon adr new | $0 | – | -10,602 | -100.0% | -0.03% | – |
| NEP | Exit | NEXTERA ENERGY PARTNERS LP | $0 | – | -4,907 | -100.0% | -0.03% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -9,278 | -100.0% | -0.03% | – |
| IAC | Exit | IAC INC | $0 | – | -8,873 | -100.0% | -0.03% | – |
| Exit | INNOVATOR ETFS TRinternational dv | $0 | – | -17,562 | -100.0% | -0.04% | – | |
| EMXC | Exit | ISHARES INCmsci emrg chn | $0 | – | -10,360 | -100.0% | -0.04% | – |
| TSLX | Exit | SIXTH STREET SPECIALTY LENDI | $0 | – | -28,392 | -100.0% | -0.04% | – |
| IG | Exit | PRINCIPAL EXCHANGE TRADED FDprnc invt grad | $0 | – | -24,500 | -100.0% | -0.04% | – |
| RSX | Exit | VANECK ETF TRUSTvaneck russia et | $0 | – | -90,942 | -100.0% | -0.04% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -4,824 | -100.0% | -0.04% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -7,125 | -100.0% | -0.04% | – |
| HYLS | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $0 | – | -14,430 | -100.0% | -0.05% | – |
| EWW | Exit | ISHARES INCmsci mexico etf | $0 | – | -11,754 | -100.0% | -0.05% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -11,574 | -100.0% | -0.05% | – |
| SDVY | Exit | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $0 | – | -26,834 | -100.0% | -0.06% | – |
| VCLT | Exit | VANGUARD SCOTTSDALE FDSlg-term cor bd | $0 | – | -10,550 | -100.0% | -0.07% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -7,191 | -100.0% | -0.07% | – |
| VOOG | Exit | VANGUARD ADMIRAL FDS INC500 grth idx f | $0 | – | -3,939 | -100.0% | -0.07% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -26,061 | -100.0% | -0.08% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -17,195 | -100.0% | -0.10% | – |
| RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -30,611 | -100.0% | -0.11% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -18,995 | -100.0% | -0.13% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -65,095 | -100.0% | -0.15% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -30,112 | -100.0% | -0.16% | – |
| LIN | Exit | LINDE PLC | $0 | – | -5,763 | -100.0% | -0.16% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -64,303 | -100.0% | -0.16% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -28,576 | -100.0% | -0.17% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSem mk gov bd etf | $0 | – | -34,046 | -100.0% | -0.17% | – |
| PFFD | Exit | GLOBAL X FDSus pfd etf | $0 | – | -162,725 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 4.4% |
| ISHARES TR | 20 | Q3 2023 | 6.4% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 4.9% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 7.1% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 5.3% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 3.7% |
| ISHARES TR | 20 | Q3 2023 | 2.5% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 2.1% |
| PROCTER & GAMBLE CO | 20 | Q3 2023 | 2.3% |
View Stratos Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-14 |
View Stratos Wealth Advisors, 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.