$815 Million is the total value of BDO Wealth Advisors, LLC's 1058 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SBGI | SINCLAIR BROADCAST GROUP INCcl a | $4,040,631 | +10.6% | 235,468 | 0.0% | 0.50% | +9.3% | |
| PLUG | PLUG POWER INC | $1,172,000 | -5.3% | 100,000 | 0.0% | 0.14% | -6.5% | |
| OESX | ORION ENERGY SYS INC | $1,134,198 | +11.5% | 558,718 | 0.0% | 0.14% | +10.3% | |
| AVY | AVERY DENNISON CORP | $1,007,197 | -1.1% | 5,629 | 0.0% | 0.12% | -2.4% | |
| BYD | BOYD GAMING CORP | $870,686 | +17.6% | 13,579 | 0.0% | 0.11% | +16.3% | |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $808,500 | +6.2% | 50,000 | 0.0% | 0.10% | +4.2% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $790,296 | +2.4% | 15,600 | 0.0% | 0.10% | +1.0% | |
| ABBV | ABBVIE INC | $649,593 | -1.4% | 4,076 | 0.0% | 0.08% | -2.4% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $601,775 | +21.4% | 3,985 | 0.0% | 0.07% | +19.4% | |
| IAU | ISHARES GOLD TRishares new | $553,338 | +8.0% | 14,807 | 0.0% | 0.07% | +6.2% | |
| PEP | PEPSICO INC | $534,869 | +0.9% | 2,934 | 0.0% | 0.07% | 0.0% | |
| CINF | CINCINNATI FINL CORP | $493,152 | +9.5% | 4,400 | 0.0% | 0.06% | +7.1% | |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $420,870 | +13.6% | 1,525 | 0.0% | 0.05% | +13.0% | |
| IWR | ISHARES TRrus mid cap etf | $384,910 | +3.7% | 5,505 | 0.0% | 0.05% | +2.2% | |
| NOC | NORTHROP GRUMMAN CORP | $352,369 | -15.4% | 763 | 0.0% | 0.04% | -17.3% | |
| CAT | CATERPILLAR INC | $351,041 | -4.5% | 1,534 | 0.0% | 0.04% | -6.5% | |
| DLN | WISDOMTREE TRus largecap divd | $333,178 | -0.1% | 5,386 | 0.0% | 0.04% | 0.0% | |
| MOO | VANECK ETF TRUSTagribusiness etf | $324,942 | +1.2% | 3,741 | 0.0% | 0.04% | 0.0% | |
| IWM | ISHARES TRrussell 2000 etf | $320,764 | +2.3% | 1,798 | 0.0% | 0.04% | 0.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $310,541 | +3.8% | 3,850 | 0.0% | 0.04% | +2.7% | |
| GIS | GENERAL MLS INC | $300,221 | +1.9% | 3,513 | 0.0% | 0.04% | 0.0% | |
| EFSC | ENTERPRISE FINL SVCS CORP | $284,396 | -8.9% | 6,378 | 0.0% | 0.04% | -10.3% | |
| SYY | SYSCO CORP | $276,233 | +1.0% | 3,577 | 0.0% | 0.03% | 0.0% | |
| EQIX | EQUINIX INC | $280,507 | +10.1% | 389 | 0.0% | 0.03% | +6.2% | |
| ISRG | INTUITIVE SURGICAL INC | $270,032 | -3.7% | 1,057 | 0.0% | 0.03% | -5.7% | |
| DECK | DECKERS OUTDOOR CORP | $265,235 | +12.6% | 590 | 0.0% | 0.03% | +13.8% | |
| DUK | DUKE ENERGY CORP NEW | $272,528 | -6.3% | 2,825 | 0.0% | 0.03% | -8.3% | |
| ABCB | AMERIS BANCORP | $259,938 | -22.4% | 7,106 | 0.0% | 0.03% | -23.8% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $262,447 | +19.3% | 3,133 | 0.0% | 0.03% | +18.5% | |
| SLV | ISHARES SILVER TRishares | $252,213 | +0.5% | 11,402 | 0.0% | 0.03% | 0.0% | |
| NVR | NVR INC | $256,321 | +20.8% | 46 | 0.0% | 0.03% | +19.2% | |
| WM | WASTE MGMT INC DEL | $247,314 | +4.0% | 1,516 | 0.0% | 0.03% | 0.0% | |
| CZR | CAESARS ENTERTAINMENT INC NE | $244,050 | +17.3% | 5,000 | 0.0% | 0.03% | +15.4% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $234,550 | +2.8% | 5,000 | 0.0% | 0.03% | +3.6% | |
| SIVR | ABRDN SILVER ETF TRUST | $228,096 | +0.6% | 9,870 | 0.0% | 0.03% | 0.0% | |
| HGV | HILTON GRAND VACATIONS INC | $222,550 | +15.3% | 5,009 | 0.0% | 0.03% | +12.5% | |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $219,307 | +4.9% | 8,607 | 0.0% | 0.03% | +3.8% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $202,590 | -6.0% | 6,301 | 0.0% | 0.02% | -7.4% | |
| CHWY | CHEWY INCcl a | $199,797 | +0.8% | 5,345 | 0.0% | 0.02% | 0.0% | |
| SOXX | ISHARES TRishares semicdtr | $195,655 | +27.8% | 440 | 0.0% | 0.02% | +26.3% | |
| SPG | SIMON PPTY GROUP INC NEW | $183,967 | -4.7% | 1,643 | 0.0% | 0.02% | -4.2% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $169,030 | +69.2% | 1,265 | 0.0% | 0.02% | +75.0% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $174,653 | +1.1% | 1,114 | 0.0% | 0.02% | 0.0% | |
| PKB | INVESCO EXCHANGE TRADED FD Tdynmc bldg con | $168,600 | +12.4% | 3,674 | 0.0% | 0.02% | +10.5% | |
| TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $174,549 | +13.2% | 3,227 | 0.0% | 0.02% | +10.5% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $160,071 | +15.8% | 1,070 | 0.0% | 0.02% | +17.6% | |
| VALE | VALE S Asponsored ads | $157,800 | -7.0% | 10,000 | 0.0% | 0.02% | -9.5% | |
| ED | CONSOLIDATED EDISON INC | $157,473 | +0.4% | 1,646 | 0.0% | 0.02% | -5.0% | |
| PAYX | PAYCHEX INC | $154,124 | -0.8% | 1,345 | 0.0% | 0.02% | 0.0% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $148,590 | +20.1% | 1,005 | 0.0% | 0.02% | +20.0% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $143,569 | +3.5% | 3,424 | 0.0% | 0.02% | +5.9% | |
| PWB | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $150,768 | +8.8% | 2,320 | 0.0% | 0.02% | +5.9% | |
| NUE | NUCOR CORP | $134,544 | +17.2% | 871 | 0.0% | 0.02% | +21.4% | |
| ECL | ECOLAB INC | $134,576 | +13.7% | 813 | 0.0% | 0.02% | +13.3% | |
| SUB | ISHARES TRshrt nat mun etf | $136,084 | +0.4% | 1,300 | 0.0% | 0.02% | 0.0% | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $123,593 | -6.0% | 1,271 | 0.0% | 0.02% | -6.2% | |
| HEDJ | WISDOMTREE TReurope hedged eq | $123,315 | +17.5% | 1,500 | 0.0% | 0.02% | +15.4% | |
| HACK | ETF MANAGERS TRprime cybr scrty | $121,941 | +8.6% | 2,550 | 0.0% | 0.02% | +7.1% | |
| AIG | AMERICAN INTL GROUP INC | $126,001 | -20.4% | 2,502 | 0.0% | 0.02% | -25.0% | |
| FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $114,658 | +14.9% | 1,090 | 0.0% | 0.01% | +16.7% | |
| SDY | SPDR SER TRs&p divid etf | $107,010 | -1.1% | 865 | 0.0% | 0.01% | 0.0% | |
| OPK | OPKO HEALTH INC | $102,200 | +16.8% | 70,000 | 0.0% | 0.01% | +18.2% | |
| BAX | BAXTER INTL INC | $99,778 | -20.4% | 2,460 | 0.0% | 0.01% | -25.0% | |
| GTHX | G1 THERAPEUTICS INC | $94,428 | -50.6% | 35,234 | 0.0% | 0.01% | -50.0% | |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $97,227 | +6.9% | 1,950 | 0.0% | 0.01% | +9.1% | |
| MS | MORGAN STANLEY | $97,107 | +3.3% | 1,106 | 0.0% | 0.01% | 0.0% | |
| SRPT | SAREPTA THERAPEUTICS INC | $96,481 | +6.4% | 700 | 0.0% | 0.01% | +9.1% | |
| PSX | PHILLIPS 66 | $101,257 | -2.6% | 999 | 0.0% | 0.01% | -7.7% | |
| SSB | SOUTHSTATE CORPORATION | $101,760 | -6.7% | 1,428 | 0.0% | 0.01% | -14.3% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $99,789 | +0.4% | 300 | 0.0% | 0.01% | 0.0% | |
| BLK | BLACKROCK INC | $90,332 | -5.6% | 135 | 0.0% | 0.01% | -8.3% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $81,279 | +1.0% | 420 | 0.0% | 0.01% | 0.0% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $80,444 | +0.2% | 597 | 0.0% | 0.01% | 0.0% | |
| ULTA | ULTA BEAUTY INC | $80,214 | +16.3% | 147 | 0.0% | 0.01% | +11.1% | |
| FLOT | ISHARES TRfltg rate nt etf | $72,461 | +0.1% | 1,438 | 0.0% | 0.01% | 0.0% | |
| LUMIRADX LTD | $75,014 | -48.3% | 161,320 | 0.0% | 0.01% | -50.0% | ||
| IHF | ISHARES TRus hlthcr pr etf | $71,691 | -7.7% | 290 | 0.0% | 0.01% | -10.0% | |
| UNG | UNITED STS NAT GAS FD LPunit par | $69,400 | -50.8% | 10,000 | 0.0% | 0.01% | -50.0% | |
| BDX | BECTON DICKINSON & CO | $73,561 | -2.6% | 297 | 0.0% | 0.01% | 0.0% | |
| AZN | ASTRAZENECA PLCsponsored adr | $70,452 | +2.4% | 1,015 | 0.0% | 0.01% | 0.0% | |
| SU | SUNCOR ENERGY INC NEW | $65,826 | -2.1% | 2,120 | 0.0% | 0.01% | 0.0% | |
| CPRT | COPART INC | $61,221 | +23.5% | 814 | 0.0% | 0.01% | +33.3% | |
| VPU | VANGUARD WORLD FDSutilities etf | $66,384 | -3.8% | 450 | 0.0% | 0.01% | -11.1% | |
| NKX | NUVEEN CALIFORNIA AMT QLT MU | $64,428 | -5.4% | 5,535 | 0.0% | 0.01% | 0.0% | |
| RYJ | INVESCO EXCHANGE TRADED FD Trymnd jms sb 1 | $69,246 | +2.2% | 1,250 | 0.0% | 0.01% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $67,932 | +11.1% | 1,018 | 0.0% | 0.01% | 0.0% | |
| MAS | MASCO CORP | $61,653 | +6.5% | 1,240 | 0.0% | 0.01% | +14.3% | |
| TPR | TAPESTRY INC | $61,001 | +13.2% | 1,415 | 0.0% | 0.01% | 0.0% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $57,342 | +9.0% | 1,698 | 0.0% | 0.01% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $57,595 | -14.2% | 723 | 0.0% | 0.01% | -12.5% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $57,017 | +16.0% | 558 | 0.0% | 0.01% | +16.7% | |
| GSK PLCsponsored adr | $55,114 | +1.3% | 1,549 | 0.0% | 0.01% | 0.0% | ||
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $61,152 | -2.3% | 980 | 0.0% | 0.01% | -12.5% | |
| CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $59,850 | +10.4% | 1,400 | 0.0% | 0.01% | 0.0% | |
| CM | CANADIAN IMPERIAL BK COMM TO | $54,298 | +4.9% | 1,280 | 0.0% | 0.01% | +16.7% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $53,418 | +0.2% | 715 | 0.0% | 0.01% | 0.0% | |
| TKR | TIMKEN CO | $57,204 | +15.6% | 700 | 0.0% | 0.01% | +16.7% | |
| LAMR | LAMAR ADVERTISING CO NEWcl a | $61,033 | +5.8% | 611 | 0.0% | 0.01% | 0.0% | |
| TAP | MOLSON COORS BEVERAGE COcl b | $54,316 | +0.3% | 1,051 | 0.0% | 0.01% | 0.0% | |
| DIGITALBRIDGE GROUP INCcl a new | $57,552 | +9.6% | 4,800 | 0.0% | 0.01% | 0.0% | ||
| DG | DOLLAR GEN CORP NEW | $57,667 | -14.5% | 274 | 0.0% | 0.01% | -12.5% | |
| IP | INTERNATIONAL PAPER CO | $55,713 | +4.1% | 1,545 | 0.0% | 0.01% | 0.0% | |
| BNS | BANK NOVA SCOTIA HALIFAX | $45,476 | +2.8% | 903 | 0.0% | 0.01% | +20.0% | |
| VAW | VANGUARD WORLD FDSmaterials etf | $47,478 | +4.5% | 267 | 0.0% | 0.01% | 0.0% | |
| ILMN | ILLUMINA INC | $48,836 | +15.0% | 210 | 0.0% | 0.01% | +20.0% | |
| MTB | M & T BK CORP | $48,187 | -17.6% | 403 | 0.0% | 0.01% | -14.3% | |
| BDXB | BECTON DICKINSON & CO6% dp conv pfd b | $49,720 | -0.7% | 1,000 | 0.0% | 0.01% | 0.0% | |
| CHRW | C H ROBINSON WORLDWIDE INC | $49,685 | +8.5% | 500 | 0.0% | 0.01% | 0.0% | |
| PPA | INVESCO EXCHANGE TRADED FD Taerospace defn | $48,330 | +2.7% | 600 | 0.0% | 0.01% | 0.0% | |
| USB | US BANCORP DEL | $45,063 | -17.3% | 1,250 | 0.0% | 0.01% | -14.3% | |
| MDLZ | MONDELEZ INTL INCcl a | $46,395 | +4.7% | 665 | 0.0% | 0.01% | 0.0% | |
| EXPD | EXPEDITORS INTL WASH INC | $45,590 | +6.0% | 414 | 0.0% | 0.01% | +20.0% | |
| AEM | AGNICO EAGLE MINES LTD | $45,924 | -2.0% | 901 | 0.0% | 0.01% | 0.0% | |
| PH | PARKER-HANNIFIN CORP | $45,039 | +15.5% | 134 | 0.0% | 0.01% | +20.0% | |
| AVGO | BROADCOM INC | $46,661 | +14.7% | 73 | 0.0% | 0.01% | +20.0% | |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $36,915 | +13.7% | 500 | 0.0% | 0.01% | +25.0% | |
| MP | MP MATERIALS CORP | $43,554 | +16.1% | 1,545 | 0.0% | 0.01% | 0.0% | |
| GD | GENERAL DYNAMICS CORP | $42,676 | -8.0% | 187 | 0.0% | 0.01% | -16.7% | |
| VMC | VULCAN MATLS CO | $44,263 | -2.0% | 258 | 0.0% | 0.01% | -16.7% | |
| DFS | DISCOVER FINL SVCS | $39,042 | +1.0% | 395 | 0.0% | 0.01% | 0.0% | |
| DENN | DENNYS CORP | $39,060 | +21.2% | 3,500 | 0.0% | 0.01% | +25.0% | |
| FICO | FAIR ISAAC CORP | $38,674 | +17.4% | 55 | 0.0% | 0.01% | +25.0% | |
| ROK | ROCKWELL AUTOMATION INC | $37,302 | +14.1% | 127 | 0.0% | 0.01% | +25.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $43,410 | -0.2% | 2,725 | 0.0% | 0.01% | 0.0% | |
| SIRI | SIRIUS XM HOLDINGS INC | $41,189 | -32.0% | 10,375 | 0.0% | 0.01% | -37.5% | |
| TT | TRANE TECHNOLOGIES PLC | $42,132 | +9.5% | 229 | 0.0% | 0.01% | 0.0% | |
| ASML | ASML HOLDING N V | $38,120 | +24.6% | 56 | 0.0% | 0.01% | +25.0% | |
| WTFC | WINTRUST FINL CORP | $41,363 | -13.7% | 567 | 0.0% | 0.01% | -16.7% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $42,429 | +8.5% | 218 | 0.0% | 0.01% | 0.0% | |
| RXRX | RECURSION PHARMACEUTICALS INcl a | $40,567 | -13.5% | 6,082 | 0.0% | 0.01% | -16.7% | |
| IWB | ISHARES TRrus 1000 etf | $39,443 | +7.2% | 175 | 0.0% | 0.01% | 0.0% | |
| BIIB | BIOGEN INC | $40,315 | +0.4% | 145 | 0.0% | 0.01% | 0.0% | |
| DES | WISDOMTREE TRus smallcap divd | $39,842 | +0.4% | 1,395 | 0.0% | 0.01% | 0.0% | |
| SKYY | FIRST TR EXCHANGE TRADED FD | $39,204 | +16.1% | 586 | 0.0% | 0.01% | +25.0% | |
| EQL | ALPS ETF TRequal sec etf | $43,395 | +4.0% | 436 | 0.0% | 0.01% | 0.0% | |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $31,000 | +8.8% | 5,000 | 0.0% | 0.00% | 0.0% | |
| EL | LAUDER ESTEE COS INCcl a | $32,533 | -0.7% | 132 | 0.0% | 0.00% | 0.0% | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $36,653 | -3.7% | 1,840 | 0.0% | 0.00% | -20.0% | |
| FTXL | FIRST TR EXCHANGE-TRADED FDnasdq semcndtr | $29,165 | +21.9% | 450 | 0.0% | 0.00% | +33.3% | |
| CUT | INVESCO EXCH TRADED FD TR IImsci gbl timbr | $30,577 | -1.3% | 1,024 | 0.0% | 0.00% | 0.0% | |
| RNST | RENASANT CORP | $33,577 | -18.6% | 1,098 | 0.0% | 0.00% | -20.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $34,955 | -4.7% | 270 | 0.0% | 0.00% | -20.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $32,261 | +18.0% | 173 | 0.0% | 0.00% | +33.3% | |
| PTRS | PARTNERS BANCORP | $33,623 | -11.6% | 4,294 | 0.0% | 0.00% | -20.0% | |
| GPC | GENUINE PARTS CO | $29,958 | -3.4% | 179 | 0.0% | 0.00% | 0.0% | |
| FNF | FIDELITY NATIONAL FINANCIAL | $30,005 | -7.1% | 859 | 0.0% | 0.00% | 0.0% | |
| FANG | DIAMONDBACK ENERGY INC | $35,685 | -1.2% | 264 | 0.0% | 0.00% | 0.0% | |
| EXEL | EXELIXIS INC | $33,968 | +21.0% | 1,750 | 0.0% | 0.00% | +33.3% | |
| TOMZ | TOMI ENVIRONMENTAL SOLUTIONS | $32,542 | +35.7% | 48,751 | 0.0% | 0.00% | +33.3% | |
| ITW | ILLINOIS TOOL WKS INC | $29,945 | +10.5% | 123 | 0.0% | 0.00% | +33.3% | |
| HII | HUNTINGTON INGALLS INDS INC | $34,366 | -10.3% | 166 | 0.0% | 0.00% | -20.0% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $31,311 | +6.8% | 340 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC | $36,135 | -1.4% | 300 | 0.0% | 0.00% | -20.0% | |
| ETB | EATON VANCE TAX MNGED BUY WR | $30,015 | -0.8% | 2,300 | 0.0% | 0.00% | 0.0% | |
| BKD | BROOKDALE SR LIVING INC | $29,500 | +8.1% | 10,000 | 0.0% | 0.00% | +33.3% | |
| RMD | RESMED INC | $34,820 | +5.2% | 159 | 0.0% | 0.00% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $34,819 | +1.5% | 182 | 0.0% | 0.00% | 0.0% | |
| KSS | KOHLS CORP | $29,779 | -6.8% | 1,265 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC | $31,793 | +6.2% | 238 | 0.0% | 0.00% | 0.0% | |
| LUMN | LUMEN TECHNOLOGIES INC | $28,960 | -49.2% | 10,928 | 0.0% | 0.00% | -42.9% | |
| NOW | SERVICENOW INC | $34,854 | +19.7% | 75 | 0.0% | 0.00% | 0.0% | |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $26,250 | +17.2% | 125 | 0.0% | 0.00% | 0.0% | |
| BP | BP PLCsponsored adr | $28,455 | +8.6% | 750 | 0.0% | 0.00% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $24,220 | -0.2% | 533 | 0.0% | 0.00% | 0.0% | |
| BFA | BROWN FORMAN CORPcl a | $26,076 | -0.9% | 400 | 0.0% | 0.00% | 0.0% | |
| CP | CANADIAN PAC RY LTD | $27,699 | +3.2% | 360 | 0.0% | 0.00% | 0.0% | |
| C | CITIGROUP INC | $26,927 | +3.7% | 574 | 0.0% | 0.00% | 0.0% | |
| DHI | D R HORTON INC | $25,302 | +9.6% | 259 | 0.0% | 0.00% | 0.0% | |
| DEO | DIAGEO PLCspon adr new | $22,467 | +1.7% | 124 | 0.0% | 0.00% | 0.0% | |
| FFIV | F5 INC | $20,397 | +1.5% | 140 | 0.0% | 0.00% | +50.0% | |
| HCA | HCA HEALTHCARE INC | $26,368 | +9.9% | 100 | 0.0% | 0.00% | 0.0% | |
| ERTH | INVESCO EXCHANGE TRADED FD Tinvesco msci | $22,848 | +2.9% | 465 | 0.0% | 0.00% | 0.0% | |
| EEMS | ISHARES INCem mkt sm-cp etf | $22,670 | +4.3% | 450 | 0.0% | 0.00% | 0.0% | |
| MTUM | ISHARES TRmsci usa mmentm | $22,247 | -4.7% | 160 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $24,363 | -5.0% | 630 | 0.0% | 0.00% | 0.0% | |
| LEN | LENNAR CORPcl a | $20,917 | +16.1% | 199 | 0.0% | 0.00% | +50.0% | |
| LAC | LITHIUM AMERS CORP NEW | $21,760 | +14.8% | 1,000 | 0.0% | 0.00% | +50.0% | |
| MMC | MARSH & MCLENNAN COS INC | $25,150 | +0.7% | 151 | 0.0% | 0.00% | 0.0% | |
| NEWT | NEWTEKONE INC | $28,160 | -21.2% | 2,200 | 0.0% | 0.00% | -25.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $24,621 | +0.6% | 29 | 0.0% | 0.00% | 0.0% | |
| PPL | PPL CORP | $24,539 | -4.9% | 883 | 0.0% | 0.00% | 0.0% | |
| PAYCOR HCM INC | $26,520 | +8.4% | 1,000 | 0.0% | 0.00% | 0.0% | ||
| RY | ROYAL BK CDA SUSTAINABL | $25,329 | +1.7% | 265 | 0.0% | 0.00% | 0.0% | |
| XRT | SPDR SER TRs&p retail etf | $24,734 | +4.9% | 390 | 0.0% | 0.00% | 0.0% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $21,872 | +3.6% | 892 | 0.0% | 0.00% | 0.0% | |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $27,643 | +7.6% | 884 | 0.0% | 0.00% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $21,661 | -4.0% | 320 | 0.0% | 0.00% | 0.0% | |
| STXS | STEREOTAXIS INC | $20,400 | -1.4% | 10,000 | 0.0% | 0.00% | 0.0% | |
| TOL | TOLL BROTHERS INC | $21,011 | +20.3% | 350 | 0.0% | 0.00% | +50.0% | |
| BLD | TOPBUILD CORP | $26,434 | +33.0% | 127 | 0.0% | 0.00% | +50.0% | |
| UNM | UNUM GROUP | $22,154 | -3.6% | 560 | 0.0% | 0.00% | 0.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $23,771 | +9.9% | 390 | 0.0% | 0.00% | 0.0% | |
| XRX | XEROX HOLDINGS CORP | $24,086 | +5.5% | 1,564 | 0.0% | 0.00% | 0.0% | |
| DLO | DLOCAL LTD | $25,952 | +4.2% | 1,600 | 0.0% | 0.00% | 0.0% | |
| DLTR | DOLLAR TREE INC | $16,365 | +1.5% | 114 | 0.0% | 0.00% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $16,594 | +3.0% | 164 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS | $17,145 | +1.0% | 450 | 0.0% | 0.00% | 0.0% | |
| HALEON PLCspon ads | $18,666 | +1.8% | 2,293 | 0.0% | 0.00% | 0.0% | ||
| AWK | AMERICAN WTR WKS CO INC NEW | $13,185 | -3.9% | 90 | 0.0% | 0.00% | 0.0% | |
| GWW | GRAINGER W W INC | $12,399 | +23.8% | 18 | 0.0% | 0.00% | +100.0% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $12,651 | +17.5% | 194 | 0.0% | 0.00% | +100.0% | |
| XOP | SPDR SER TRs&p oilgas exp | $12,759 | -6.1% | 100 | 0.0% | 0.00% | 0.0% | |
| HTEC | EXCHANGE TRADED CONCEPTS TRrobo gbl hltcr | $15,650 | +3.2% | 525 | 0.0% | 0.00% | 0.0% | |
| FITB | FIFTH THIRD BANCORP | $15,984 | -18.8% | 600 | 0.0% | 0.00% | 0.0% | |
| GPN | GLOBAL PMTS INC | $12,362 | +6.2% | 117 | 0.0% | 0.00% | +100.0% | |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $15,662 | +24.0% | 120 | 0.0% | 0.00% | 0.0% | |
| RCII | UPBOUND GROUP INC | $14,706 | +8.7% | 600 | 0.0% | 0.00% | 0.0% | |
| FNX | FIRST TR MID CAP CORE ALPHAD | $14,934 | +2.4% | 166 | 0.0% | 0.00% | 0.0% | |
| O | REALTY INCOME CORP | $14,121 | -0.2% | 223 | 0.0% | 0.00% | 0.0% | |
| COLD | AMERICOLD REALTY TRUST INC | $15,648 | +0.5% | 550 | 0.0% | 0.00% | 0.0% | |
| DGX | QUEST DIAGNOSTICS INC | $19,525 | -9.6% | 138 | 0.0% | 0.00% | -33.3% | |
| IT | GARTNER INC | $16,615 | -3.1% | 51 | 0.0% | 0.00% | 0.0% | |
| FOXF | FOX FACTORY HLDG CORP | $13,958 | +33.0% | 115 | 0.0% | 0.00% | +100.0% | |
| CDMO | AVID BIOSERVICES INC | $18,760 | +36.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| AXON | AXON ENTERPRISE INC | $19,113 | +35.5% | 85 | 0.0% | 0.00% | 0.0% | |
| AXSM | AXSOME THERAPEUTICS INC | $18,504 | -20.0% | 300 | 0.0% | 0.00% | -33.3% | |
| ATMP | BARCLAYS BANK PLCipath selct mlp | $16,079 | +0.1% | 856 | 0.0% | 0.00% | 0.0% | |
| LH | LABORATORY CORP AMER HLDGS | $18,354 | -2.6% | 80 | 0.0% | 0.00% | 0.0% | |
| BKI | BLACK KNIGHT INC | $15,139 | -6.8% | 263 | 0.0% | 0.00% | 0.0% | |
| MQY | BLACKROCK MUNIYILD QULT FD I | $13,711 | +2.1% | 1,158 | 0.0% | 0.00% | 0.0% | |
| SDOG | ALPS ETF TRsectr div dogs | $15,360 | -0.5% | 300 | 0.0% | 0.00% | 0.0% | |
| SILC | SILICOM LTDord | $16,154 | -11.1% | 431 | 0.0% | 0.00% | 0.0% | |
| RA | BROOKFIELD REAL ASSETS INCOM | $16,615 | +1.9% | 1,010 | 0.0% | 0.00% | 0.0% | |
| INVENTRUST PPTYS CORP | $13,643 | -1.1% | 583 | 0.0% | 0.00% | 0.0% | ||
| UTZ | UTZ BRANDS INC | $15,235 | +3.9% | 925 | 0.0% | 0.00% | 0.0% | |
| CDNS | CADENCE DESIGN SYSTEM INC | $15,757 | +30.8% | 75 | 0.0% | 0.00% | +100.0% | |
| ALB | ALBEMARLE CORP | $15,718 | +2.1% | 71 | 0.0% | 0.00% | 0.0% | |
| SAVA | CASSAVA SCIENCES INC | $14,472 | -18.3% | 600 | 0.0% | 0.00% | 0.0% | |
| MHK | MOHAWK INDS INC | $12,528 | -2.0% | 125 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP | $13,954 | +2.9% | 760 | 0.0% | 0.00% | 0.0% | |
| CLH | CLEAN HARBORS INC | $13,829 | +24.9% | 97 | 0.0% | 0.00% | +100.0% | |
| WCLD | WISDOMTREE TR | $16,038 | +18.4% | 540 | 0.0% | 0.00% | 0.0% | |
| CLF | CLEVELAND-CLIFFS INC NEW | $18,330 | +13.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
| RFI | COHEN & STEERS TOTAL RETURN | $14,472 | -0.9% | 1,194 | 0.0% | 0.00% | 0.0% | |
| TPL | TEXAS PACIFIC LAND CORPORATI | $17,011 | -27.4% | 10 | 0.0% | 0.00% | -33.3% | |
| MCO | MOODYS CORP | $15,646 | +9.8% | 51 | 0.0% | 0.00% | 0.0% | |
| TTEK | TETRA TECH INC NEW | $16,161 | +1.2% | 110 | 0.0% | 0.00% | 0.0% | |
| CAG | CONAGRA BRANDS INC | $13,259 | -2.9% | 353 | 0.0% | 0.00% | 0.0% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $14,228 | +11.5% | 101 | 0.0% | 0.00% | 0.0% | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $12,256 | +0.9% | 800 | 0.0% | 0.00% | 0.0% | |
| CW | CURTISS WRIGHT CORP | $18,239 | +5.6% | 103 | 0.0% | 0.00% | 0.0% | |
| OR | OSISKO GOLD ROYALTIES LTD | $14,238 | +31.1% | 900 | 0.0% | 0.00% | +100.0% | |
| DBEM | DBX ETF TRxtrack msci emrg | $18,688 | +4.1% | 838 | 0.0% | 0.00% | 0.0% | |
| KWEB | KRANESHARES TRcsi chi internet | $18,870 | +3.3% | 605 | 0.0% | 0.00% | 0.0% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $15,128 | +5.5% | 800 | 0.0% | 0.00% | 0.0% | |
| SCCO | SOUTHERN COPPER CORP | $19,292 | +26.3% | 253 | 0.0% | 0.00% | 0.0% | |
| KR | KROGER CO | $14,811 | +10.7% | 300 | 0.0% | 0.00% | 0.0% | |
| OLN | OLIN CORP | $5,550 | +4.8% | 100 | 0.0% | 0.00% | 0.0% | |
| IUSB | ISHARES TRcore total usd | $5,169 | +2.7% | 112 | 0.0% | 0.00% | 0.0% | |
| GOVT | ISHARES TRus treas bd etf | $4,279 | +2.9% | 183 | 0.0% | 0.00% | 0.0% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $7,652 | +5.9% | 5 | 0.0% | 0.00% | 0.0% | |
| MCRI | MONARCH CASINO & RESORT INC | $5,562 | -3.6% | 75 | 0.0% | 0.00% | 0.0% | |
| IGM | ISHARES TRexpnd tec sc etf | $11,877 | +21.2% | 35 | 0.0% | 0.00% | 0.0% | |
| MOS | MOSAIC CO NEW | $10,323 | +4.6% | 225 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INCspon ads | $5,277 | +7.8% | 502 | 0.0% | 0.00% | 0.0% | |
| IQV | IQVIA HLDGS INC | $10,741 | -2.9% | 54 | 0.0% | 0.00% | 0.0% | |
| JWN | NORDSTROM INC | $7,891 | +0.8% | 485 | 0.0% | 0.00% | 0.0% | |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $7,740 | -3.7% | 326 | 0.0% | 0.00% | 0.0% | |
| PGJ | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $4,651 | +8.7% | 157 | 0.0% | 0.00% | 0.0% | |
| NSIT | INSIGHT ENTERPRISES INC | $11,437 | +42.6% | 80 | 0.0% | 0.00% | 0.0% | |
| IEP | ICAHN ENTERPRISES LPdepositary unit | $9,981 | +2.1% | 193 | 0.0% | 0.00% | 0.0% | |
| HUBS | HUBSPOT INC | $8,575 | +48.3% | 20 | 0.0% | 0.00% | 0.0% | |
| PCF | HIGH INCOME SECS FD | $10,400 | 0.0% | 1,600 | 0.0% | 0.00% | 0.0% | |
| OVV | OVINTIV INC | $8,804 | -28.8% | 244 | 0.0% | 0.00% | -50.0% | |
| OXSQ | OXFORD SQUARE CAP CORP | $4,355 | +1.3% | 1,378 | 0.0% | 0.00% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $7,736 | -8.1% | 111 | 0.0% | 0.00% | 0.0% | |
| PK | PARK HOTELS & RESORTS INC | $8,652 | +4.8% | 700 | 0.0% | 0.00% | 0.0% | |
| PTON | PELOTON INTERACTIVE INC | $5,670 | +42.8% | 500 | 0.0% | 0.00% | – | |
| GDS | GDS HLDGS LTDsponsored ads | $5,598 | -9.5% | 300 | 0.0% | 0.00% | 0.0% | |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $9,708 | +0.1% | 155 | 0.0% | 0.00% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC | $5,984 | +3.5% | 53 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $7,432 | -11.4% | 100 | 0.0% | 0.00% | 0.0% | |
| PSA | PUBLIC STORAGE | $10,575 | +7.8% | 35 | 0.0% | 0.00% | 0.0% | |
| FSR | FISKER INC | $4,605 | -15.5% | 750 | 0.0% | 0.00% | 0.0% | |
| FDEU | FIRST TR DYNAMIC EUROPE EQUI | $5,096 | +12.9% | 400 | 0.0% | 0.00% | 0.0% | |
| RDFN | REDFIN CORP | $9,060 | +113.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC | $10,663 | -8.6% | 100 | 0.0% | 0.00% | 0.0% | |
| KRE | SPDR SER TRs&p regl bkg | $10,527 | -25.3% | 240 | 0.0% | 0.00% | -50.0% | |
| EXC | EXELON CORP | $9,426 | -3.1% | 225 | 0.0% | 0.00% | 0.0% | |
| BITQ | EXCHANGE TRADED CONCEPTS TRbitwise crypto | $10,508 | +73.2% | 1,790 | 0.0% | 0.00% | 0.0% | |
| EUROPEAN WAX CTR INC | $4,271 | +52.6% | 225 | 0.0% | 0.00% | – | ||
| SAFT | SAFETY INS GROUP INC | $8,496 | -11.6% | 114 | 0.0% | 0.00% | 0.0% | |
| SNY | SANOFIsponsored adr | $6,749 | +12.4% | 124 | 0.0% | 0.00% | 0.0% | |
| ENZ | ENZO BIOCHEM INC | $12,150 | +69.9% | 5,000 | 0.0% | 0.00% | 0.0% | |
| EXG | EATON VANCE TAX-MANAGED GLOB | $7,029 | +3.4% | 900 | 0.0% | 0.00% | 0.0% | |
| EVN | EATON VANCE MUNI INCOME TRUSsh ben int | $11,204 | +2.6% | 1,106 | 0.0% | 0.00% | 0.0% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $9,304 | +7.1% | 276 | 0.0% | 0.00% | 0.0% | |
| SAIC | SCIENCE APPLICATIONS INTL CO | $5,373 | -3.1% | 50 | 0.0% | 0.00% | 0.0% | |
| SBCF | SEACOAST BKG CORP FLA | $4,977 | -24.0% | 210 | 0.0% | 0.00% | 0.0% | |
| EOG | EOG RES INC | $11,463 | -11.5% | 100 | 0.0% | 0.00% | -50.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $5,196 | +1.2% | 139 | 0.0% | 0.00% | 0.0% | |
| SVC | SERVICE PPTYS TR | $5,976 | +36.6% | 600 | 0.0% | 0.00% | 0.0% | |
| SPXL | DIREXION SHS ETF TRdrx s&p500bull | $10,977 | +17.8% | 150 | 0.0% | 0.00% | 0.0% | |
| SLGN | SILGAN HLDGS INC | $9,876 | +3.5% | 184 | 0.0% | 0.00% | 0.0% | |
| DKS | DICKS SPORTING GOODS INC | $7,095 | +18.0% | 50 | 0.0% | 0.00% | 0.0% | |
| DRH | DIAMONDROCK HOSPITALITY CO | $4,456 | -0.7% | 548 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INCcl a | $4,372 | +25.3% | 390 | 0.0% | 0.00% | – | |
| DTM | DT MIDSTREAM INC | $10,368 | -10.7% | 210 | 0.0% | 0.00% | 0.0% | |
| SHO | SUNSTONE HOTEL INVS INC NEW | $4,348 | +2.3% | 440 | 0.0% | 0.00% | 0.0% | |
| SYF | SYNCHRONY FINANCIAL | $5,816 | -11.5% | 200 | 0.0% | 0.00% | 0.0% | |
| TMUS | T-MOBILE US INC | $5,649 | +3.5% | 39 | 0.0% | 0.00% | 0.0% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $4,176 | +14.6% | 35 | 0.0% | 0.00% | – | |
| CONSTELLATION ENERGY CORP | $11,069 | -8.9% | 141 | 0.0% | 0.00% | -50.0% | ||
| TRP | TC ENERGY CORP | $5,137 | -2.4% | 132 | 0.0% | 0.00% | 0.0% | |
| TDY | TELEDYNE TECHNOLOGIES INC | $8,948 | +11.9% | 20 | 0.0% | 0.00% | 0.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $8,850 | -3.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| COIN | COINBASE GLOBAL INC | $8,447 | +90.9% | 125 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTALENERGIES SEsponsored ads | $4,429 | -4.9% | 75 | 0.0% | 0.00% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $5,125 | +23.1% | 3 | 0.0% | 0.00% | 0.0% | |
| TWLO | TWILIO INCcl a | $4,665 | +36.1% | 70 | 0.0% | 0.00% | – | |
| CNP | CENTERPOINT ENERGY INC | $4,390 | -1.8% | 149 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $7,550 | -1.8% | 100 | 0.0% | 0.00% | 0.0% | |
| UCBI | UNITED CMNTY BKS BLAIRSVLE G | $8,240 | -16.8% | 293 | 0.0% | 0.00% | 0.0% | |
| CNO | CNO FINL GROUP INC | $8,876 | -2.9% | 400 | 0.0% | 0.00% | 0.0% | |
| CME | CME GROUP INC | $8,236 | +13.9% | 43 | 0.0% | 0.00% | 0.0% | |
| CFFI | C & F FINL CORP | $8,274 | -11.3% | 160 | 0.0% | 0.00% | 0.0% | |
| MORT | VANECK ETF TRUSTmortgage reit | $6,780 | -3.2% | 600 | 0.0% | 0.00% | 0.0% | |
| BFB | BROWN FORMAN CORPcl b | $6,427 | -2.1% | 100 | 0.0% | 0.00% | 0.0% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $8,614 | +18.4% | 187 | 0.0% | 0.00% | 0.0% | |
| MGC | VANGUARD WORLD FDmega cap index | $8,705 | +8.5% | 61 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $9,606 | +8.1% | 192 | 0.0% | 0.00% | 0.0% | |
| BLMN | BLOOMIN BRANDS INC | $7,695 | +27.5% | 300 | 0.0% | 0.00% | 0.0% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $7,385 | -2.5% | 70 | 0.0% | 0.00% | 0.0% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $11,998 | +6.7% | 224 | 0.0% | 0.00% | 0.0% | |
| BHP | BHP GROUP LTDsponsored ads | $8,244 | +2.2% | 130 | 0.0% | 0.00% | 0.0% | |
| VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $7,208 | +2.4% | 100 | 0.0% | 0.00% | 0.0% | |
| BHC | BAUSCH HEALTH COS INC | $9,307 | +29.0% | 1,149 | 0.0% | 0.00% | 0.0% | |
| RILY | B. RILEY FINANCIAL INC | $5,678 | -17.0% | 200 | 0.0% | 0.00% | 0.0% | |
| AZO | AUTOZONE INC | $4,917 | -0.3% | 2 | 0.0% | 0.00% | 0.0% | |
| VRSN | VERISIGN INC | $7,608 | +2.9% | 36 | 0.0% | 0.00% | 0.0% | |
| VRSK | VERISK ANALYTICS INC | $10,937 | +8.8% | 57 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC | $10,408 | +11.4% | 50 | 0.0% | 0.00% | 0.0% | |
| ANTM | ELEVANCE HEALTH INC | $7,002 | -10.2% | 15 | 0.0% | 0.00% | 0.0% | |
| WELL | WELLTOWER INC | $11,901 | +9.4% | 166 | 0.0% | 0.00% | 0.0% | |
| AEE | AMEREN CORP | $8,639 | -2.8% | 100 | 0.0% | 0.00% | 0.0% | |
| ALSN | ALLISON TRANSMISSION HLDGS I | $6,786 | +8.8% | 150 | 0.0% | 0.00% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $11,593 | +9.0% | 157 | 0.0% | 0.00% | 0.0% | |
| ALGN | ALIGN TECHNOLOGY INC | $8,354 | +58.5% | 25 | 0.0% | 0.00% | 0.0% | |
| A | AGILENT TECHNOLOGIES INC | $4,842 | -7.6% | 35 | 0.0% | 0.00% | 0.0% | |
| MSOS | ADVISORSHARES TRpure us cannabis | $8,579 | -18.6% | 1,508 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $9,415 | +9.9% | 700 | 0.0% | 0.00% | 0.0% | |
| SFL | SFL CORPORATION LTD | $4,750 | +3.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ADVISORSHARES TRmsos 2x daily et | $6,696 | -36.7% | 1,775 | 0.0% | 0.00% | 0.0% | ||
| ALC | ALCON AG | $8,818 | +2.9% | 125 | 0.0% | 0.00% | 0.0% | |
| ARKK | ARK ETF TRinnovation etf | $8,068 | +29.1% | 200 | 0.0% | 0.00% | 0.0% | |
| ALPS ETF TR | $7,907 | +18.3% | 275 | 0.0% | 0.00% | 0.0% | ||
| CMRE | COSTAMARE INC | $7,528 | +1.4% | 800 | 0.0% | 0.00% | 0.0% | |
| LEG | LEGGETT & PLATT INC | $9,214 | -1.1% | 289 | 0.0% | 0.00% | 0.0% | |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $11,475 | +5.5% | 4,946 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $10,452 | +17.0% | 100 | 0.0% | 0.00% | 0.0% | |
| LUCID GROUP INC | $4,254 | +17.7% | 529 | 0.0% | 0.00% | – | ||
| LHX | L3HARRIS TECHNOLOGIES INC | $4,318 | -5.7% | 22 | 0.0% | 0.00% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $6,783 | -5.6% | 42 | 0.0% | 0.00% | 0.0% | |
| MLM | MARTIN MARIETTA MATLS INC | $8,877 | +5.1% | 25 | 0.0% | 0.00% | 0.0% | |
| SOFI | SOFI TECHNOLOGIES INC | $3,035 | +31.7% | 500 | 0.0% | 0.00% | – | |
| KLIC | KULICKE & SOFFA INDS INC | $422 | +19.2% | 8 | 0.0% | 0.00% | – | |
| HP | HELMERICH & PAYNE INC | $1,788 | -27.8% | 50 | 0.0% | 0.00% | – | |
| SAVE | SPIRIT AIRLS INC | $743 | -10.4% | 43 | 0.0% | 0.00% | – | |
| HRI | HERC HLDGS INC | $3,417 | -13.4% | 30 | 0.0% | 0.00% | – | |
| HT | HERSHA HOSPITALITY TR | $672 | -21.1% | 100 | 0.0% | 0.00% | – | |
| HES | HESS CORP | $3,309 | -6.7% | 25 | 0.0% | 0.00% | – | |
| CURI | CURIOSITYSTREAM INC | $203 | +18.7% | 150 | 0.0% | 0.00% | – | |
| STWD | STARWOOD PPTY TR INC | $18 | 0.0% | 1 | 0.0% | 0.00% | – | |
| CUBE | CUBESMART | $740 | +14.9% | 16 | 0.0% | 0.00% | – | |
| SF | STIFEL FINL CORP | $710 | +1.4% | 12 | 0.0% | 0.00% | – | |
| SFIX | STITCH FIX INC | $256 | +64.1% | 50 | 0.0% | 0.00% | – | |
| NVT | NVENT ELECTRIC PLC | $645 | +11.8% | 15 | 0.0% | 0.00% | – | |
| OGN | ORGANON & CO | $2,094 | -15.8% | 89 | 0.0% | 0.00% | – | |
| CRTO | CRITEO S Aspons ads | $505 | +21.1% | 16 | 0.0% | 0.00% | – | |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $1,272 | -4.8% | 51 | 0.0% | 0.00% | – | |
| SPWR | SUNPOWER CORP | $2,007 | -23.2% | 145 | 0.0% | 0.00% | – | |
| MAT | MATTEL INC | $2,946 | +3.2% | 160 | 0.0% | 0.00% | – | |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $3,043 | +17.6% | 100 | 0.0% | 0.00% | – | |
| SNV | SYNOVUS FINL CORP | $1,357 | -17.9% | 44 | 0.0% | 0.00% | – | |
| PNR | PENTAIR PLC | $830 | +23.0% | 15 | 0.0% | 0.00% | – | |
| ORGO | ORGANOGENESIS HLDGS INC | $96 | -20.7% | 45 | 0.0% | 0.00% | – | |
| ACM | AECOM | $1,181 | -0.7% | 14 | 0.0% | 0.00% | – | |
| MSCI | MSCI INC | $3,931 | +20.3% | 7 | 0.0% | 0.00% | – | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $412 | +5.6% | 25 | 0.0% | 0.00% | – | |
| AAP | ADVANCE AUTO PARTS INC | $2,554 | -17.3% | 21 | 0.0% | 0.00% | – | |
| HHC | HOWARD HUGHES CORP | $1,360 | +4.7% | 17 | 0.0% | 0.00% | – | |
| CMC | COMMERCIAL METALS CO | $636 | +1.3% | 13 | 0.0% | 0.00% | – | |
| TMHC | TAYLOR MORRISON HOME CORP | $574 | +26.2% | 15 | 0.0% | 0.00% | – | |
| ATVI | ACTIVISION BLIZZARD INC | $3,424 | +11.8% | 40 | 0.0% | 0.00% | – | |
| TGNA | TEGNA INC | $1,844 | -20.2% | 109 | 0.0% | 0.00% | – | |
| OEC | ORION ENGINEERED CARBONS S A | $601 | +46.6% | 23 | 0.0% | 0.00% | – | |
| KOPN | KOPIN CORP | $1,090 | -12.1% | 1,000 | 0.0% | 0.00% | – | |
| FVRR | FIVERR INTL LTD | $350 | +20.3% | 10 | 0.0% | 0.00% | – | |
| CMA | COMERICA INC | $478 | -35.0% | 11 | 0.0% | 0.00% | – | |
| SCZ | ISHARES TReafe sml cp etf | $3,274 | +5.4% | 55 | 0.0% | 0.00% | – | |
| ON | ON SEMICONDUCTOR CORP | $1,318 | +32.1% | 16 | 0.0% | 0.00% | – | |
| WKME | WALKME LTD | $107 | -4.5% | 10 | 0.0% | 0.00% | – | |
| REAL | THE REALREAL INC | $174 | +1.2% | 138 | 0.0% | 0.00% | – | |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INcl a | $906 | +8.0% | 16 | 0.0% | 0.00% | – | |
| AMN | AMN HEALTHCARE SVCS INC | $1,494 | -19.3% | 18 | 0.0% | 0.00% | – | |
| IWO | ISHARES TRrus 2000 grw etf | $2,722 | +5.7% | 12 | 0.0% | 0.00% | – | |
| SEE | SEALED AIR CORP NEW | $643 | -7.9% | 14 | 0.0% | 0.00% | – | |
| EAF | GRAFTECH INTL LTD | $486 | +2.1% | 100 | 0.0% | 0.00% | – | |
| AMZA | ETFIS SER TR Iinfrac act mlp | $3,810 | +0.4% | 120 | 0.0% | 0.00% | – | |
| PVH | PVH CORPORATION | $3,299 | +26.3% | 37 | 0.0% | 0.00% | – | |
| DVAX | DYNAVAX TECHNOLOGIES CORP | $2,943 | -7.8% | 300 | 0.0% | 0.00% | – | |
| IYR | ISHARES TRu.s. real es etf | $2,547 | +0.8% | 30 | 0.0% | 0.00% | – | |
| HOG | HARLEY DAVIDSON INC | $1,254 | -8.7% | 33 | 0.0% | 0.00% | – | |
| RE | EVEREST RE GROUP LTD | $717 | +8.1% | 2 | 0.0% | 0.00% | – | |
| SIGI | SELECTIVE INS GROUP INC | $668 | +7.7% | 7 | 0.0% | 0.00% | – | |
| G | GENPACT LIMITED | $370 | -0.3% | 8 | 0.0% | 0.00% | – | |
| LYFT | LYFT INC | $575 | -15.8% | 62 | 0.0% | 0.00% | – | |
| DHC | DIVERSIFIED HEALTHCARE TR | $1,418 | +108.8% | 1,050 | 0.0% | 0.00% | – | |
| SFBS | SERVISFIRST BANCSHARES INC | $1,858 | -20.7% | 34 | 0.0% | 0.00% | – | |
| SHAK | SHAKE SHACK INCcl a | $1,166 | +33.7% | 21 | 0.0% | 0.00% | – | |
| DIGITAL WORLD ACQUISITION COunit 06/30/2028 | $388 | -8.7% | 25 | 0.0% | 0.00% | – | ||
| MFA FINL INC | $248 | +0.8% | 25 | 0.0% | 0.00% | – | ||
| SINGING MACH INC | $391 | -64.6% | 250 | 0.0% | 0.00% | – | ||
| DQ | DAQO NEW ENERGY CORPspnsrd ads new | $703 | +21.4% | 15 | 0.0% | 0.00% | – | |
| SKLZ | SKILLZ INC | $2,966 | +17.1% | 5,000 | 0.0% | 0.00% | – | |
| DNMR | DANIMER SCIENTIFIC INC | $1,122 | +92.8% | 325 | 0.0% | 0.00% | – | |
| AEIS | ADVANCED ENERGY INDS | $2,254 | +14.2% | 23 | 0.0% | 0.00% | – | |
| SOS LIMITEDspon ads | $5 | +66.7% | 1 | 0.0% | 0.00% | – | ||
| CLOV | CLOVER HEALTH INVESTMENTS CO | $106 | -8.6% | 125 | 0.0% | 0.00% | – | |
| TD | TORONTO DOMINION BK ONT | $2,636 | -7.5% | 44 | 0.0% | 0.00% | – | |
| CLNE | CLEAN ENERGY FUELS CORP | $1,308 | -16.2% | 300 | 0.0% | 0.00% | – | |
| TRU | TRANSUNION | $2,986 | +9.5% | 48 | 0.0% | 0.00% | – | |
| TRN | TRINITY INDS INC | $25 | -16.7% | 1 | 0.0% | 0.00% | – | |
| IFRA | ISHARES TRus infrastruc | $3,732 | +2.9% | 100 | 0.0% | 0.00% | – | |
| NYMX | NYMOX PHARMACEUTICAL CORP | $1,598 | +5.1% | 4,700 | 0.0% | 0.00% | – | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $2,146 | +5.5% | 6 | 0.0% | 0.00% | – | |
| MCY | MERCURY GENL CORP NEW | $3,174 | -7.2% | 100 | 0.0% | 0.00% | – | |
| CASS | CASS INFORMATION SYS INC | $2,289 | -4.9% | 53 | 0.0% | 0.00% | – | |
| UI | UBIQUITI INC | $2,717 | -0.7% | 10 | 0.0% | 0.00% | – | |
| DOOR | MASONITE INTL CORP | $545 | +12.6% | 6 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INCcl c | $3,839 | -4.4% | 450 | 0.0% | 0.00% | – | |
| MAXN | MAXEON SOLAR TECHNOLOGIES LT | $478 | +65.4% | 18 | 0.0% | 0.00% | – | |
| CPT | CAMDEN PPTY TRsh ben int | $630 | -6.1% | 6 | 0.0% | 0.00% | – | |
| UMC | UNITED MICROELECTRONICS CORPspon adr new | $3,504 | +34.2% | 400 | 0.0% | 0.00% | – | |
| INSG | INSEEGO CORP | $117 | -30.4% | 200 | 0.0% | 0.00% | – | |
| CDW | CDW CORP | $3,703 | +9.1% | 19 | 0.0% | 0.00% | – | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $644 | -12.3% | 7 | 0.0% | 0.00% | – | |
| BFLY | BUTTERFLY NETWORK INC | $940 | -23.6% | 500 | 0.0% | 0.00% | – | |
| BC | BRUNSWICK CORP | $410 | +13.9% | 5 | 0.0% | 0.00% | – | |
| ITM | VANECK ETF TRUSTintrmdt muni etf | $904 | +2.5% | 19 | 0.0% | 0.00% | – | |
| EMLC | VANECK ETF TRUSTjp mrgan em loc | $1,440 | +4.3% | 57 | 0.0% | 0.00% | – | |
| NTNX | NUTANIX INCcl a | $598 | -0.2% | 23 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $2,074 | -13.9% | 47 | 0.0% | 0.00% | – | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $183 | +0.5% | 1 | 0.0% | 0.00% | – | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,841 | +6.3% | 26 | 0.0% | 0.00% | – | |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $3,416 | +6.5% | 44 | 0.0% | 0.00% | – | |
| NKLA | NIKOLA CORP | $872 | -43.9% | 720 | 0.0% | 0.00% | – | |
| VDE | VANGUARD WORLD FDSenergy etf | $1,714 | -5.8% | 15 | 0.0% | 0.00% | – | |
| BIO | BIO RAD LABS INCcl a | $2,396 | +14.0% | 5 | 0.0% | 0.00% | – | |
| BYND | BEYOND MEAT INC | $455 | +31.9% | 28 | 0.0% | 0.00% | – | |
| BDC | BELDEN INC | $1,042 | +20.7% | 12 | 0.0% | 0.00% | – | |
| BBBY | BED BATH & BEYOND INC | $1,178 | -83.0% | 2,755 | 0.0% | 0.00% | -100.0% | |
| VTR | VENTAS INC | $1,344 | -3.8% | 31 | 0.0% | 0.00% | – | |
| BATH & BODY WORKS INC | $915 | -13.2% | 25 | 0.0% | 0.00% | – | ||
| GOLD | BARRICK GOLD CORP | $2,322 | +8.1% | 125 | 0.0% | 0.00% | – | |
| BKU | BANKUNITED INC | $362 | -33.5% | 16 | 0.0% | 0.00% | – | |
| BBVA | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $614 | +17.4% | 87 | 0.0% | 0.00% | – | |
| NWL | NEWELL BRANDS INC | $2,488 | -4.9% | 200 | 0.0% | 0.00% | – | |
| IQ | IQIYI INCsponsored ads | $3,640 | +37.4% | 500 | 0.0% | 0.00% | – | |
| AVTR | AVANTOR INC | $1,332 | +0.2% | 63 | 0.0% | 0.00% | – | |
| AVNS | AVANOS MED INC | $625 | +10.0% | 21 | 0.0% | 0.00% | – | |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,114 | -6.7% | 5 | 0.0% | 0.00% | – | |
| VICTORIAS SECRET AND CO | $1,708 | -4.5% | 50 | 0.0% | 0.00% | – | ||
| ASRT | ASSERTIO HOLDINGS INC | $975 | +48.2% | 153 | 0.0% | 0.00% | – | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $1,782 | +16.4% | 440 | 0.0% | 0.00% | – | |
| VIRT | VIRTU FINL INCcl a | $1,890 | -7.4% | 100 | 0.0% | 0.00% | – | |
| LENB | LENNAR CORPcl b | $179 | +19.3% | 2 | 0.0% | 0.00% | – | |
| ACRE | ARES COML REAL ESTATE CORP | $100 | -11.5% | 11 | 0.0% | 0.00% | – | |
| VOYA | VOYA FINANCIAL INC | $501 | +16.5% | 7 | 0.0% | 0.00% | – | |
| NLS | NAUTILUS INC | $268 | -12.4% | 200 | 0.0% | 0.00% | – | |
| AQB | AQUABOUNTY TECHNOLOGIES INC | $165 | -22.2% | 277 | 0.0% | 0.00% | – | |
| LSEA | LANDSEA HOMES CORP | $2,879 | +16.3% | 475 | 0.0% | 0.00% | – | |
| WBS | WEBSTER FINL CORP | $552 | -16.7% | 14 | 0.0% | 0.00% | – | |
| NDAQ | NASDAQ INC | $2,461 | -10.9% | 45 | 0.0% | 0.00% | – | |
| LTHM | LIVENT CORP | $1,086 | +9.3% | 50 | 0.0% | 0.00% | – | |
| WEX | WEX INC | $920 | +12.5% | 5 | 0.0% | 0.00% | – | |
| FREE | WHOLE EARTH BRANDS INC | $192 | -37.0% | 75 | 0.0% | 0.00% | – | |
| GATX | GATX CORP | $441 | +3.8% | 4 | 0.0% | 0.00% | – | |
| FURY | FURY GOLD MINES LIMITED | $543 | +27.2% | 1,000 | 0.0% | 0.00% | – | |
| FLGT | FULGENT GENETICS INC | $625 | +4.9% | 20 | 0.0% | 0.00% | – | |
| ABC | AMERISOURCEBERGEN CORP | $4,003 | -3.4% | 25 | 0.0% | 0.00% | -100.0% | |
| BPOP | POPULAR INC | $115 | -13.5% | 2 | 0.0% | 0.00% | – | |
| PGEN | PRECIGEN INC | $1,590 | -30.3% | 1,500 | 0.0% | 0.00% | – | |
| WSM | WILLIAMS SONOMA INC | $365 | +5.8% | 3 | 0.0% | 0.00% | – | |
| NOV | NOV INC | $2,259 | -11.4% | 122 | 0.0% | 0.00% | – | |
| FTNT | FORTINET INC | $3,988 | +36.0% | 60 | 0.0% | 0.00% | – | |
| GNRC | GENERAC HLDGS INC | $1,621 | +7.4% | 15 | 0.0% | 0.00% | – | |
| EZM | WISDOMTREE TRus midcap fund | $2,239 | +2.3% | 45 | 0.0% | 0.00% | – | |
| PHM | PULTE GROUP INC | $3,964 | +28.0% | 68 | 0.0% | 0.00% | – | |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $1,344 | -3.7% | 100 | 0.0% | 0.00% | – | |
| NCR | NCR CORP NEW | $142 | +1.4% | 6 | 0.0% | 0.00% | – | |
| QMCO | QUANTUM CORP | $1,150 | +5.5% | 1,000 | 0.0% | 0.00% | – | |
| RMR | RMR GROUP INCcl a | $237 | -6.7% | 9 | 0.0% | 0.00% | – | |
| RDNT | RADNET INC | $2,503 | +32.9% | 100 | 0.0% | 0.00% | – | |
| RL | RALPH LAUREN CORPcl a | $3,617 | +10.4% | 31 | 0.0% | 0.00% | – | |
| AMRC | AMERESCO INCcl a | $3,397 | -13.8% | 69 | 0.0% | 0.00% | – | |
| WOPEY | WOODSIDE ENERGY GROUP LTDsponsored adr | $1,032 | -7.4% | 46 | 0.0% | 0.00% | – | |
| PCN | PIMCO CORPORATE & INCM STRG | $3,762 | +5.8% | 300 | 0.0% | 0.00% | – | |
| RF | REGIONS FINANCIAL CORP NEW | $3,416 | -13.9% | 184 | 0.0% | 0.00% | – | |
| RGEN | REPLIGEN CORP | $2,526 | -0.6% | 15 | 0.0% | 0.00% | – | |
| PLL | PIEDMONT LITHIUM INC | $901 | +36.5% | 15 | 0.0% | 0.00% | – | |
| GSAT | GLOBALSTAR INC | $3,596 | -12.8% | 3,100 | 0.0% | 0.00% | -100.0% | |
| RIOT | RIOT PLATFORMS INC | $300 | +194.1% | 30 | 0.0% | 0.00% | – | |
| WW | WW INTL INC | $1,236 | +6.7% | 300 | 0.0% | 0.00% | – | |
| RIVIAN AUTOMOTIVE INC | $233 | -15.6% | 15 | 0.0% | 0.00% | – | ||
| ICF | ISHARES TRcohen steer reit | $2,222 | +1.3% | 40 | 0.0% | 0.00% | – | |
| RCI | ROGERS COMMUNICATIONS INCcl b | $2,087 | -1.0% | 45 | 0.0% | 0.00% | – | |
| FCF | FIRST COMWLTH FINL CORP PA | $1,243 | -11.0% | 100 | 0.0% | 0.00% | – | |
| XL | SPRUCE POWER HOLDING CORP | $82 | -10.9% | 100 | 0.0% | 0.00% | – | |
| FCNCA | FIRST CTZNS BANCSHARES INC Ncl a | $974 | +28.5% | 1 | 0.0% | 0.00% | – | |
| GLOBAL X FDScannabis etf new | $10 | -9.1% | 1 | 0.0% | 0.00% | – | ||
| SIL | GLOBAL X FDSglobal x silver | $2,151 | +9.1% | 70 | 0.0% | 0.00% | – | |
| FAST | FASTENAL CO | $2,697 | +14.0% | 50 | 0.0% | 0.00% | – | |
| FSLY | FASTLY INCcl a | $3,552 | +116.8% | 200 | 0.0% | 0.00% | – | |
| EDIV | SPDR INDEX SHS FDSs&p em mkt div | $3,772 | +9.1% | 144 | 0.0% | 0.00% | – | |
| RWX | SPDR INDEX SHS FDSdj intl rl etf | $2,366 | -1.8% | 90 | 0.0% | 0.00% | – | |
| L | LOEWS CORP | $291 | -0.3% | 5 | 0.0% | 0.00% | – | |
| XME | SPDR SER TRs&p metals mng | $35 | +6.1% | 1 | 0.0% | 0.00% | – | |
| EXR | EXTRA SPACE STORAGE INC | $4,074 | +10.7% | 25 | 0.0% | 0.00% | – | |
| KBE | SPDR SER TRs&p bk etf | $2,781 | -17.9% | 75 | 0.0% | 0.00% | – | |
| ALLY | ALLY FINL INC | $3,824 | +4.3% | 150 | 0.0% | 0.00% | – | |
| F&G ANNUITIES & LIFE INC | $1,051 | -9.5% | 58 | 0.0% | 0.00% | – | ||
| PENN | PENN ENTERTAINMENT INC | $3,115 | -0.1% | 105 | 0.0% | 0.00% | – | |
| GT | GOODYEAR TIRE & RUBR CO | $574 | +8.7% | 52 | 0.0% | 0.00% | – | |
| LOOP | LOOP INDS INC | $1,229 | +44.1% | 357 | 0.0% | 0.00% | – | |
| LSF | LAIRD SUPERFOOD INC | $35 | 0.0% | 42 | 0.0% | 0.00% | – | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,326 | +1.4% | 18 | 0.0% | 0.00% | – | |
| ZION | ZIONS BANCORPORATION N A | $3,083 | -39.1% | 103 | 0.0% | 0.00% | -100.0% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $2,871 | +7.2% | 60 | 0.0% | 0.00% | – | |
| ZS | ZSCALER INC | $2,921 | +4.4% | 25 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INCcl a | $1,464 | +1.0% | 291 | 0.0% | 0.00% | – | |
| PATI | PATRIOT TRANSN HLDG INC | $198 | +11.2% | 25 | 0.0% | 0.00% | – | |
| SATS | ECHOSTAR CORPcl a | $165 | +10.0% | 9 | 0.0% | 0.00% | – | |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $1,303 | +5.2% | 50 | 0.0% | 0.00% | – | |
| MXL | MAXLINEAR INC | $317 | +3.6% | 9 | 0.0% | 0.00% | – | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $3,978 | +1.1% | 204 | 0.0% | 0.00% | – | |
| MRTN | MARTEN TRANS LTD | $2,994 | +5.9% | 143 | 0.0% | 0.00% | – | |
| BROOKFIELD REINS LTDcl a exch lt vtg | $99 | +5.3% | 3 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 25 | Q2 2023 | 8.1% |
| VANGUARD SCOTTSDALE FDS | 25 | Q2 2023 | 8.5% |
| ISHARES TR | 25 | Q2 2023 | 6.6% |
| VANGUARD BD INDEX FDS | 25 | Q2 2023 | 10.7% |
| VANGUARD INTL EQUITY INDEX F | 25 | Q2 2023 | 6.4% |
| SPDR S&P MIDCAP 400 ETF TR | 25 | Q2 2023 | 8.7% |
| PIMCO ETF TR | 25 | Q2 2023 | 5.4% |
| ISHARES TR | 25 | Q2 2023 | 5.0% |
| ISHARES INC | 25 | Q2 2023 | 4.3% |
| APPLE INC | 25 | Q2 2023 | 3.1% |
View BDO Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-09 |
| 13F-HR/A | 2023-01-30 |
| 13F-HR | 2023-01-27 |
| 13F-HR/A | 2022-11-02 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-25 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-09 |
View BDO 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.