$1.39 Billion is the total value of Csenge Advisory Group's 597 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 19.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $81,074,649 | +14.0% | 198,038 | +6.5% | 5.85% | +6.2% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $72,100,699 | +15.7% | 498,553 | +13.0% | 5.20% | +7.8% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $53,931,617 | +16.1% | 906,261 | +15.9% | 3.89% | +8.1% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $50,584,049 | +12.6% | 1,424,903 | +16.0% | 3.65% | +4.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $42,974,093 | +0.2% | 133,905 | -16.9% | 3.10% | -6.7% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $42,582,704 | +0.1% | 949,024 | -2.0% | 3.07% | -6.7% |
| AAPL | Sell | APPLE INC | $28,643,867 | +25.0% | 173,704 | -1.5% | 2.07% | +16.4% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $20,920,985 | +14.3% | 437,037 | +13.2% | 1.51% | +6.5% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $20,523,121 | +16.5% | 453,650 | +14.8% | 1.48% | +8.6% |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $19,761,731 | +18.1% | 497,025 | +15.7% | 1.43% | +10.1% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $18,219,698 | +3985.3% | 183,815 | +3847.9% | 1.32% | +3657.1% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $17,948,751 | +0.3% | 287,640 | +2.7% | 1.30% | -6.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $17,880,039 | +25.4% | 43,495 | +17.2% | 1.29% | +16.8% |
| MSFT | Buy | MICROSOFT CORP | $17,611,390 | +25.0% | 61,087 | +4.0% | 1.27% | +16.5% |
| UCON | Buy | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $16,386,901 | +30.5% | 676,865 | +30.0% | 1.18% | +21.6% |
| SJB | Buy | PROSHARES TRshrt hgh yield | $16,165,043 | +39.0% | 880,449 | +43.9% | 1.17% | +29.5% |
| PTBD | Sell | PACER FDS TRtrendpilot us bd | $15,823,210 | -18.6% | 786,442 | -18.7% | 1.14% | -24.2% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $15,503,023 | +25.2% | 526,061 | +14.7% | 1.12% | +16.7% |
| FPEI | Buy | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $14,945,535 | +15.6% | 892,271 | +22.9% | 1.08% | +7.7% |
| LVHI | Buy | LEGG MASON ETF INVTfranklin intl lw | $14,889,494 | +90.3% | 552,281 | +80.3% | 1.08% | +77.4% |
| GLD | Buy | SPDR GOLD TR | $14,665,441 | +22.8% | 80,043 | +13.7% | 1.06% | +14.5% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $14,028,248 | -11.6% | 191,748 | -8.7% | 1.01% | -17.6% |
| SPTI | New | SPDR SER TRportfli intrmdit | $13,839,778 | – | 478,223 | +100.0% | 1.00% | – |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $12,245,411 | +4.2% | 166,039 | +2.1% | 0.88% | -2.9% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $12,080,861 | +790.5% | 514,298 | +828.4% | 0.87% | +730.5% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $11,593,788 | +6.6% | 190,249 | +1.4% | 0.84% | -0.6% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $10,634,262 | +9.7% | 747,838 | +14.0% | 0.77% | +2.3% |
| XOM | Buy | EXXON MOBIL CORP | $10,082,225 | +15.6% | 91,941 | +16.3% | 0.73% | +7.7% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $9,358,666 | +70.9% | 75,434 | +56.9% | 0.68% | +59.4% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $8,935,167 | +5.8% | 195,134 | +1.7% | 0.64% | -1.4% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $8,908,621 | -6.6% | 558,184 | -1.7% | 0.64% | -13.0% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $8,483,225 | +0.5% | 65,528 | +5.4% | 0.61% | -6.4% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $8,312,931 | +7.0% | 171,861 | -0.1% | 0.60% | -0.3% |
| DGRO | Sell | ISHARES TRcore div grwth | $7,881,412 | -1.5% | 157,660 | -1.5% | 0.57% | -8.2% |
| AMZN | Buy | AMAZON COM INC | $7,845,112 | +24.1% | 75,952 | +0.9% | 0.57% | +15.5% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $7,600,922 | -3.0% | 112,290 | +1.0% | 0.55% | -9.6% |
| FXN | Buy | FIRST TR EXCHANGE TRADED FDenergy alphadx | $7,279,860 | +6.5% | 469,063 | +17.2% | 0.53% | -0.8% |
| IUSB | Buy | ISHARES TRcore total usd | $7,264,437 | +35.6% | 157,409 | +32.0% | 0.52% | +26.3% |
| HD | Buy | HOME DEPOT INC | $6,741,618 | -4.0% | 22,844 | +2.7% | 0.49% | -10.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $6,601,058 | -1.3% | 44,395 | +0.6% | 0.48% | -7.9% |
| FXG | Buy | FIRST TR EXCHANGE TRADED FDconsumr staple | $6,397,867 | +11.8% | 103,075 | +13.1% | 0.46% | +4.3% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $6,075,506 | -39.0% | 95,093 | -44.1% | 0.44% | -43.1% |
| WMT | Buy | WALMART INC | $5,826,046 | +5.7% | 39,512 | +1.7% | 0.42% | -1.4% |
| USMV | Buy | ISHARES TRmsci usa min vol | $5,732,061 | +8.2% | 78,802 | +7.2% | 0.41% | +1.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $5,679,218 | +13.7% | 54,750 | -3.3% | 0.41% | +5.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,652,923 | +3.1% | 36,705 | +1.7% | 0.41% | -4.0% |
| LOW | Sell | LOWES COS INC | $5,578,501 | -0.5% | 27,897 | -0.9% | 0.40% | -7.1% |
| FXU | Buy | FIRST TR EXCHANGE TRADED FDutilities alph | $5,358,032 | +15.0% | 163,230 | +16.3% | 0.39% | +7.2% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $5,264,766 | +6.9% | 34,691 | +2.2% | 0.38% | -0.3% |
| TIP | Sell | ISHARES TRtips bd etf | $5,198,449 | -32.3% | 47,151 | -34.6% | 0.38% | -37.0% |
| VOO | Sell | VANGUARD INDEX FDS | $4,953,801 | +2.9% | 13,173 | -3.9% | 0.36% | -4.0% |
| RYF | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $4,957,069 | -4.2% | 98,218 | +7.1% | 0.36% | -10.7% |
| QABA | Buy | FIRST TR NASDAQ ABA CMNTY BK | $4,948,583 | +15.9% | 115,110 | +41.8% | 0.36% | +7.9% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $4,932,299 | -11.1% | 51,006 | -13.0% | 0.36% | -17.2% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $4,911,900 | +5.6% | 102,012 | -1.4% | 0.36% | -1.4% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $4,901,632 | +2.3% | 52,845 | -0.2% | 0.35% | -4.6% |
| ESGU | Sell | ISHARES TResg awr msci usa | $4,791,472 | -25.3% | 52,974 | -30.0% | 0.35% | -30.4% |
| IYW | Sell | ISHARES TRu.s. tech etf | $4,785,667 | -38.1% | 51,564 | -50.3% | 0.34% | -42.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $4,770,725 | -8.5% | 10,095 | +2.7% | 0.34% | -14.9% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $4,595,885 | +288.3% | 116,469 | +272.9% | 0.33% | +260.9% |
| KO | Sell | COCA COLA CO | $4,512,551 | -2.5% | 72,748 | -0.1% | 0.33% | -9.2% |
| Sell | DOUBLELINE ETF TRUSTshiller cape u s | $4,444,882 | +4.6% | 196,073 | -3.0% | 0.32% | -2.4% | |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $4,395,508 | +99.5% | 9,589 | +92.7% | 0.32% | +85.4% |
| TSLA | Sell | TESLA INC | $4,380,442 | +63.6% | 21,115 | -2.9% | 0.32% | +52.7% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $4,351,344 | +0.2% | 88,948 | -2.8% | 0.31% | -6.5% |
| TSCO | Sell | TRACTOR SUPPLY CO | $4,335,548 | +3.4% | 18,446 | -1.1% | 0.31% | -3.7% |
| EFG | Buy | ISHARES TReafe grwth etf | $4,225,152 | +76.8% | 45,102 | +58.1% | 0.30% | +64.9% |
| NVDA | Buy | NVIDIA CORPORATION | $4,203,449 | +104.1% | 15,133 | +7.4% | 0.30% | +89.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $4,182,101 | -12.0% | 26,981 | +0.3% | 0.30% | -17.9% |
| IEMG | Buy | ISHARES INCcore msci emkt | $4,150,521 | +124.2% | 85,069 | +114.6% | 0.30% | +109.8% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $4,031,424 | -18.6% | 43,906 | -18.9% | 0.29% | -24.2% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $4,019,111 | +202.2% | 48,918 | +198.6% | 0.29% | +181.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,777,714 | +0.5% | 28,990 | +3.5% | 0.27% | -6.2% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $3,698,867 | +27.6% | 35,992 | +25.2% | 0.27% | +18.7% |
| XME | New | SPDR SER TRs&p metals mng | $3,665,751 | – | 68,957 | +100.0% | 0.26% | – |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,666,953 | -3.0% | 11,876 | -3.0% | 0.26% | -9.6% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $3,635,396 | +6.3% | 26,322 | +8.1% | 0.26% | -1.1% |
| EFV | Sell | ISHARES TReafe value etf | $3,489,788 | -2.9% | 71,910 | -8.2% | 0.25% | -9.4% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $3,495,769 | +21.2% | 32,864 | +13.4% | 0.25% | +13.0% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $3,475,740 | -5.3% | 77,136 | -7.7% | 0.25% | -11.6% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $3,375,370 | +72.6% | 30,794 | +66.0% | 0.24% | +60.5% |
| ABBV | Buy | ABBVIE INC | $3,314,639 | +2.4% | 20,798 | +3.8% | 0.24% | -4.8% |
| IWX | Buy | ISHARES TRrus tp200 vl etf | $3,226,449 | +4.6% | 49,561 | +4.4% | 0.23% | -2.5% |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $3,227,897 | -3.4% | 21,357 | -3.1% | 0.23% | -10.0% |
| CVX | Sell | CHEVRON CORP NEW | $3,216,068 | -12.8% | 19,711 | -4.1% | 0.23% | -18.9% |
| PEP | Buy | PEPSICO INC | $3,141,018 | +7.8% | 17,230 | +6.9% | 0.23% | +0.4% |
| CTAS | Buy | CINTAS CORP | $3,130,028 | +8.2% | 6,765 | +5.6% | 0.23% | +0.9% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $3,137,448 | -17.9% | 43,874 | -21.6% | 0.23% | -23.6% |
| SO | Sell | SOUTHERN CO | $3,131,934 | -9.5% | 45,012 | -7.1% | 0.23% | -15.7% |
| DVY | Sell | ISHARES TRselect divid etf | $3,035,412 | -3.9% | 25,904 | -1.1% | 0.22% | -10.6% |
| MRK | Sell | MERCK & CO INC | $3,012,825 | -10.1% | 28,319 | -6.2% | 0.22% | -16.5% |
| AGG | Buy | ISHARES TRcore us aggbd et | $2,987,697 | +172.8% | 29,985 | +165.5% | 0.22% | +154.1% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $2,916,876 | +0.3% | 19,316 | -17.3% | 0.21% | -6.2% |
| MBB | Buy | ISHARES TRmbs etf | $2,836,368 | +34.8% | 29,942 | +32.0% | 0.20% | +25.8% |
| MCD | Buy | MCDONALDS CORP | $2,824,946 | +7.5% | 10,103 | +1.3% | 0.20% | 0.0% |
| CSCO | Buy | CISCO SYS INC | $2,813,779 | +12.6% | 53,826 | +2.6% | 0.20% | +4.6% |
| FFC | Buy | FLAHERTY & CRUMRINE PFD SECS | $2,782,534 | -5.1% | 201,050 | +2.9% | 0.20% | -11.5% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $2,785,785 | -24.3% | 20,036 | -20.6% | 0.20% | -29.5% |
| V | Sell | VISA INC | $2,764,111 | +5.5% | 12,260 | -2.8% | 0.20% | -1.5% |
| EFA | Buy | ISHARES TRmsci eafe etf | $2,756,855 | +17.0% | 38,547 | +7.4% | 0.20% | +8.7% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $2,742,256 | +16.9% | 10,994 | -0.1% | 0.20% | +8.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,728,792 | -5.5% | 28,286 | +0.8% | 0.20% | -12.1% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $2,712,662 | +5.0% | 84,454 | -2.9% | 0.20% | -2.0% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $2,708,216 | +7.7% | 31,749 | +4.3% | 0.20% | +0.5% |
| TDG | Buy | TRANSDIGM GROUP INC | $2,658,539 | +17.4% | 3,607 | +0.3% | 0.19% | +9.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,652,633 | +13.8% | 5,339 | +4.6% | 0.19% | +5.5% |
| SBUX | Buy | STARBUCKS CORP | $2,582,387 | +5.6% | 24,800 | +0.6% | 0.19% | -1.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,436,130 | +16.3% | 11,936 | +8.9% | 0.18% | +8.6% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $2,438,328 | +4.2% | 33,026 | -8.4% | 0.18% | -2.8% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $2,434,952 | +19.3% | 50,887 | +11.7% | 0.18% | +11.4% |
| IWB | Buy | ISHARES TRrus 1000 etf | $2,430,233 | +11.2% | 10,790 | +3.9% | 0.18% | +3.6% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $2,408,013 | -89.5% | 31,873 | -89.7% | 0.17% | -90.2% |
| LMT | Buy | LOCKHEED MARTIN CORP | $2,376,652 | -2.7% | 5,028 | +0.1% | 0.17% | -9.0% |
| PFE | Sell | PFIZER INC | $2,338,363 | -20.5% | 57,313 | -0.1% | 0.17% | -25.9% |
| GOVT | Buy | ISHARES TRus treas bd etf | $2,314,816 | +104.2% | 99,008 | +98.4% | 0.17% | +89.8% |
| DE | Buy | DEERE & CO | $2,315,635 | +117.6% | 5,608 | +125.9% | 0.17% | +103.7% |
| T | Sell | AT&T INC | $2,310,328 | +3.9% | 120,017 | -0.7% | 0.17% | -2.9% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $2,301,852 | +11.6% | 35,321 | -4.9% | 0.17% | +3.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $2,254,024 | +2.7% | 6,202 | -1.7% | 0.16% | -4.1% |
| PM | Buy | PHILIP MORRIS INTL INC | $2,210,617 | +3.1% | 22,731 | +7.3% | 0.16% | -3.6% |
| Sell | J P MORGAN EXCHANGE TRADED Fintrnl res eqt | $2,214,915 | +9.0% | 40,220 | -0.9% | 0.16% | +1.9% | |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $2,111,984 | +3.6% | 75,374 | -0.1% | 0.15% | -3.8% |
| EZU | Buy | ISHARES INCmsci eurzone etf | $2,086,257 | +545.3% | 46,279 | +465.1% | 0.15% | +504.0% |
| RHS | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $2,084,738 | +4.8% | 12,233 | +4.8% | 0.15% | -2.6% |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $2,065,441 | +239.5% | 13,323 | +237.5% | 0.15% | +217.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $2,056,073 | +36.0% | 30,757 | +25.4% | 0.15% | +26.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,024,370 | -5.3% | 3,512 | -9.5% | 0.15% | -12.0% |
| HSY | Buy | HERSHEY CO | $2,010,722 | +16.2% | 7,903 | +5.7% | 0.14% | +8.2% |
| SOXX | Sell | ISHARES TRishares semicdtr | $1,992,418 | -5.0% | 4,481 | -25.7% | 0.14% | -11.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,958,995 | +17.2% | 18,836 | +0.0% | 0.14% | +9.3% |
| DHR | Buy | DANAHER CORPORATION | $1,926,668 | -4.4% | 7,644 | +0.7% | 0.14% | -10.9% |
| DORM | Sell | DORMAN PRODS INC | $1,915,403 | -20.5% | 22,205 | -25.5% | 0.14% | -26.2% |
| ANTM | Buy | ELEVANCE HEALTH INC | $1,891,298 | -8.7% | 4,113 | +1.9% | 0.14% | -14.4% |
| ITB | Sell | ISHARES TRus home cons etf | $1,860,300 | +2.2% | 26,466 | -11.9% | 0.13% | -5.0% |
| PLD | Sell | PROLOGIS INC. | $1,860,007 | +10.0% | 14,907 | -0.6% | 0.13% | +2.3% |
| IWL | Sell | ISHARES TRrus top 200 etf | $1,849,750 | +0.1% | 19,009 | -7.4% | 0.13% | -6.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,840,828 | +11.1% | 47,334 | +12.6% | 0.13% | +3.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,812,399 | -1.0% | 13,826 | +6.4% | 0.13% | -7.7% |
| BAC | Buy | BANK AMERICA CORP | $1,794,536 | -9.6% | 62,746 | +4.7% | 0.13% | -15.6% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,795,106 | +11.7% | 23,469 | +10.0% | 0.13% | +4.8% |
| NEE | Buy | NEXTERA ENERGY INC | $1,803,483 | -4.6% | 23,398 | +3.4% | 0.13% | -11.0% |
| OEF | Buy | ISHARES TRs&p 100 etf | $1,749,198 | +14.8% | 9,352 | +4.7% | 0.13% | +6.8% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,718,841 | +34.0% | 8,860 | +20.1% | 0.12% | +25.3% |
| IAI | Sell | ISHARES TRus br del se etf | $1,709,727 | -17.4% | 18,657 | -13.3% | 0.12% | -23.1% |
| FALN | Buy | ISHARES TRfaln angls usd | $1,686,947 | +4.2% | 66,757 | +1.5% | 0.12% | -2.4% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,676,230 | +23.6% | 10,162 | +10.7% | 0.12% | +15.2% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $1,645,840 | +5.0% | 33,733 | +3.8% | 0.12% | -1.7% |
| DIS | Buy | DISNEY WALT CO | $1,632,407 | +16.3% | 16,303 | +0.9% | 0.12% | +8.3% |
| FB | Sell | META PLATFORMS INCcl a | $1,633,295 | +67.8% | 7,706 | -4.7% | 0.12% | +57.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,572,916 | +14.9% | 41,491 | +6.0% | 0.11% | +7.5% |
| AMAT | Sell | APPLIED MATLS INC | $1,528,560 | +22.9% | 12,445 | -2.6% | 0.11% | +14.6% |
| IYH | Buy | ISHARES TRus hlthcare etf | $1,516,478 | +2.4% | 5,554 | +6.4% | 0.11% | -5.2% |
| MO | Sell | ALTRIA GROUP INC | $1,513,358 | -2.7% | 33,917 | -0.3% | 0.11% | -9.2% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,504,279 | +12.7% | 18,161 | +19.0% | 0.11% | +5.8% |
| ABT | Buy | ABBOTT LABS | $1,487,860 | -1.3% | 14,693 | +7.0% | 0.11% | -8.5% |
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $1,467,721 | +24.8% | 57,580 | +8.9% | 0.11% | +16.5% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,471,526 | +12.8% | 5,149 | +5.4% | 0.11% | +5.0% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $1,448,517 | -11.7% | 18,184 | +2.9% | 0.10% | -17.3% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $1,421,835 | +65.5% | 14,326 | +64.5% | 0.10% | +53.7% |
| MUB | Sell | ISHARES TRnational mun etf | $1,410,658 | -27.8% | 13,093 | -29.3% | 0.10% | -32.5% |
| SUSL | Sell | ISHARES TResg msci leadr | $1,402,198 | +0.7% | 19,677 | -6.3% | 0.10% | -6.5% |
| GIS | Sell | GENERAL MLS INC | $1,380,443 | +0.8% | 16,153 | -1.1% | 0.10% | -5.7% |
| TXN | Buy | TEXAS INSTRS INC | $1,366,125 | +17.8% | 7,344 | +4.6% | 0.10% | +10.0% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $1,347,338 | -20.4% | 47,525 | -25.7% | 0.10% | -26.0% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,343,605 | -11.3% | 29,746 | -17.5% | 0.10% | -17.1% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,322,975 | +29.1% | 3,433 | +12.8% | 0.10% | +21.5% |
| LW | Buy | LAMB WESTON HLDGS INC | $1,311,028 | +27.5% | 12,543 | +9.0% | 0.10% | +18.8% |
| ARKK | Sell | ARK ETF TRinnovation etf | $1,284,889 | +25.9% | 31,851 | -2.5% | 0.09% | +17.7% |
| AVGO | Sell | BROADCOM INC | $1,258,945 | +7.0% | 1,962 | -6.7% | 0.09% | 0.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,260,994 | +3.7% | 12,876 | +6.9% | 0.09% | -3.2% |
| PCEF | Sell | INVESCO EXCH TRADED FD TR II | $1,263,949 | -16.0% | 69,372 | -16.5% | 0.09% | -22.2% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $1,245,852 | -1.8% | 24,592 | -4.0% | 0.09% | -8.2% |
| SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $1,243,604 | -0.3% | 24,660 | -2.7% | 0.09% | -7.2% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $1,239,170 | -2.5% | 13,619 | +1.7% | 0.09% | -9.2% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,221,967 | +9.0% | 35,114 | +0.9% | 0.09% | +1.1% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,203,496 | -6.0% | 3,618 | -6.4% | 0.09% | -12.1% |
| IGSB | Sell | ISHARES TR | $1,204,199 | -59.0% | 23,827 | -59.6% | 0.09% | -61.7% |
| PSX | Sell | PHILLIPS 66 | $1,205,589 | -6.2% | 11,892 | -3.7% | 0.09% | -13.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,204,546 | +29.6% | 4,815 | +25.3% | 0.09% | +20.8% |
| LLY | Sell | LILLY ELI & CO | $1,188,740 | -6.5% | 3,461 | -0.4% | 0.09% | -13.1% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,195,430 | +18.1% | 5,524 | +9.5% | 0.09% | +10.3% |
| HCA | HCA HEALTHCARE INC | $1,161,954 | +9.9% | 4,407 | 0.0% | 0.08% | +2.4% | |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $1,167,029 | +49.0% | 23,160 | +48.9% | 0.08% | +37.7% |
| CB | Sell | CHUBB LIMITED | $1,152,649 | -13.9% | 5,936 | -2.2% | 0.08% | -20.2% |
| IGIB | New | ISHARES TR | $1,128,211 | – | 22,001 | +100.0% | 0.08% | – |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $1,128,070 | -41.7% | 27,065 | -42.8% | 0.08% | -46.0% |
| PAYX | Buy | PAYCHEX INC | $1,107,054 | -0.7% | 9,661 | +0.1% | 0.08% | -7.0% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $1,103,431 | +22.5% | 9,634 | +15.7% | 0.08% | +14.3% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $1,096,697 | +85.7% | 7,894 | +61.1% | 0.08% | +71.7% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $1,096,800 | -52.1% | 16,026 | -54.3% | 0.08% | -55.4% |
| AGZ | New | ISHARES TRagency bond etf | $1,073,858 | – | 9,922 | +100.0% | 0.08% | – |
| CVS | Buy | CVS HEALTH CORP | $1,078,596 | -11.6% | 14,515 | +10.9% | 0.08% | -17.9% |
| USIG | New | ISHARES TRusd inv grde etf | $1,066,657 | – | 21,055 | +100.0% | 0.08% | – |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $1,069,258 | -59.9% | 16,181 | -60.7% | 0.08% | -62.8% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,069,528 | -18.6% | 14,030 | -19.7% | 0.08% | -24.5% |
| QCOM | Buy | QUALCOMM INC | $1,049,965 | +17.3% | 8,230 | +1.1% | 0.08% | +10.1% |
| COP | Sell | CONOCOPHILLIPS | $1,037,221 | -16.9% | 10,455 | -1.2% | 0.08% | -22.7% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,044,304 | -1.6% | 59,640 | +1.6% | 0.08% | -8.5% |
| PNOV | INNOVATOR ETFS TRus eqty pwr buf | $1,037,380 | +5.3% | 32,622 | 0.0% | 0.08% | -1.3% | |
| MPC | Sell | MARATHON PETE CORP | $1,022,683 | -3.9% | 7,585 | -17.0% | 0.07% | -9.8% |
| New | LINDE PLC | $1,029,117 | – | 2,912 | +100.0% | 0.07% | – | |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $1,020,453 | +2.6% | 29,899 | -0.9% | 0.07% | -3.9% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,031,307 | -8.0% | 13,969 | -10.4% | 0.07% | -14.9% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $1,010,061 | -23.6% | 13,520 | -23.8% | 0.07% | -28.4% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $1,016,553 | -8.4% | 48,873 | -9.5% | 0.07% | -15.1% |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $998,660 | -20.5% | 15,715 | -26.7% | 0.07% | -25.8% |
| EWC | Buy | ISHARES INCmsci cda etf | $991,196 | +24.3% | 28,999 | +19.0% | 0.07% | +16.1% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $999,132 | -10.8% | 2,164 | +5.4% | 0.07% | -17.2% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $989,122 | -15.0% | 6,230 | -15.0% | 0.07% | -21.1% |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $986,949 | -13.1% | 14,162 | -5.4% | 0.07% | -19.3% |
| HON | Buy | HONEYWELL INTL INC | $986,355 | -10.4% | 5,161 | +0.4% | 0.07% | -16.5% |
| USB | Buy | US BANCORP DEL | $962,808 | -2.5% | 26,708 | +18.0% | 0.07% | -7.9% |
| OMC | Buy | OMNICOM GROUP INC | $966,688 | +33.4% | 10,247 | +15.4% | 0.07% | +25.0% |
| TFC | Sell | TRUIST FINL CORP | $968,524 | -44.4% | 28,402 | -29.8% | 0.07% | -48.1% |
| CMI | Sell | CUMMINS INC | $966,021 | -3.4% | 4,044 | -2.0% | 0.07% | -9.1% |
| TJX | Buy | TJX COS INC NEW | $968,376 | +13.3% | 12,358 | +15.1% | 0.07% | +6.1% |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $958,877 | – | 7,264 | +100.0% | 0.07% | – |
| INTC | Buy | INTEL CORP | $952,652 | +35.3% | 29,160 | +9.4% | 0.07% | +25.5% |
| WMB | Sell | WILLIAMS COS INC | $950,910 | -33.7% | 31,846 | -27.0% | 0.07% | -37.8% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $936,892 | +39.3% | 18,619 | +38.8% | 0.07% | +30.8% |
| SPGI | Buy | S&P GLOBAL INC | $928,264 | +20.4% | 2,692 | +16.9% | 0.07% | +11.7% |
| TMUS | Buy | T-MOBILE US INC | $920,169 | +6.3% | 6,353 | +2.7% | 0.07% | -1.5% |
| ETR | Sell | ENTERGY CORP NEW | $919,924 | -4.3% | 8,538 | -0.1% | 0.07% | -10.8% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $909,717 | +79.9% | 2,360 | +49.1% | 0.07% | +69.2% |
| MDT | Buy | MEDTRONIC PLC | $911,104 | +28.7% | 11,301 | +24.1% | 0.07% | +20.0% |
| AFL | Sell | AFLAC INC | $896,962 | -19.2% | 13,902 | -9.9% | 0.06% | -24.4% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $897,107 | -0.1% | 13,222 | -3.4% | 0.06% | -7.1% |
| BP | Sell | BP PLCsponsored adr | $905,912 | +7.7% | 23,877 | -0.8% | 0.06% | 0.0% |
| GILD | Buy | GILEAD SCIENCES INC | $906,281 | +0.1% | 10,923 | +3.6% | 0.06% | -7.1% |
| CME | Buy | CME GROUP INC | $879,656 | +37.7% | 4,593 | +20.9% | 0.06% | +30.6% |
| MAA | Sell | MID-AMER APT CMNTYS INC | $882,814 | -9.9% | 5,845 | -6.3% | 0.06% | -15.8% |
| CINF | Buy | CINCINNATI FINL CORP | $878,403 | +9.7% | 7,837 | +0.2% | 0.06% | +1.6% |
| NNN | Buy | NATIONAL RETAIL PROPERTIES I | $869,204 | -2.8% | 19,688 | +0.8% | 0.06% | -8.7% |
| DFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $868,438 | -2.3% | 25,826 | -3.1% | 0.06% | -8.7% |
| ES | Sell | EVERSOURCE ENERGY | $872,382 | -6.8% | 11,147 | -0.1% | 0.06% | -12.5% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $879,334 | -53.3% | 16,290 | -54.5% | 0.06% | -56.8% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $875,605 | +3.0% | 20,883 | -0.5% | 0.06% | -4.5% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $856,073 | -59.9% | 15,688 | -61.0% | 0.06% | -62.4% |
| SYK | Sell | STRYKER CORPORATION | $856,545 | +16.4% | 3,000 | -0.3% | 0.06% | +8.8% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $846,737 | +10.9% | 12,689 | -0.2% | 0.06% | +3.4% |
| VLUE | Sell | ISHARES TRmsci usa value | $849,259 | -5.7% | 9,172 | -7.2% | 0.06% | -12.9% |
| CAT | Sell | CATERPILLAR INC | $827,592 | -30.4% | 3,616 | -27.1% | 0.06% | -34.8% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $822,271 | +61.2% | 11,794 | +54.1% | 0.06% | +47.5% |
| ULTA | Buy | ULTA BEAUTY INC | $811,957 | +17.8% | 1,488 | +1.3% | 0.06% | +11.3% |
| FSK | Sell | FS KKR CAP CORP | $817,164 | +4.9% | 44,171 | -0.7% | 0.06% | -1.7% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $812,168 | +74.7% | 21,503 | +71.0% | 0.06% | +63.9% |
| BLK | Buy | BLACKROCK INC | $817,247 | +46.9% | 1,221 | +55.5% | 0.06% | +37.2% |
| EOG | Buy | EOG RES INC | $805,665 | +0.6% | 7,028 | +13.7% | 0.06% | -6.5% |
| PAM | Buy | PAMPA ENERGIA S Aspons adr lvl i | $805,240 | +3.3% | 24,416 | +0.1% | 0.06% | -3.3% |
| IEUR | Sell | ISHARES TRcore msci euro | $785,521 | -0.4% | 14,997 | -9.7% | 0.06% | -6.6% |
| ARCC | Buy | ARES CAPITAL CORP | $788,283 | -0.1% | 43,134 | +0.9% | 0.06% | -6.6% |
| ZTS | Buy | ZOETIS INCcl a | $796,055 | +16.0% | 4,783 | +2.1% | 0.06% | +7.5% |
| ASML | Buy | ASML HOLDING N V | $770,173 | +28.7% | 1,131 | +3.3% | 0.06% | +21.7% |
| ADI | Buy | ANALOG DEVICES INC | $771,428 | +58.9% | 3,912 | +32.2% | 0.06% | +47.4% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $754,983 | -4.4% | 5,154 | -0.5% | 0.06% | -9.8% |
| MET | Sell | METLIFE INC | $757,323 | -38.0% | 13,071 | -22.6% | 0.06% | -42.1% |
| MS | Buy | MORGAN STANLEY | $756,734 | +16.0% | 8,619 | +12.3% | 0.06% | +7.8% |
| NVT | Sell | NVENT ELECTRIC PLC | $761,498 | -5.9% | 17,734 | -15.7% | 0.06% | -12.7% |
| ILCG | Sell | ISHARES TRmorningstar grwt | $759,958 | +13.1% | 13,728 | -0.5% | 0.06% | +5.8% |
| IVLU | Buy | ISHARES TRmsci intl vlu ft | $766,333 | +12.7% | 30,913 | +5.3% | 0.06% | +3.8% |
| PH | Buy | PARKER-HANNIFIN CORP | $753,223 | +30.9% | 2,241 | +13.4% | 0.05% | +20.0% |
| IYJ | Sell | ISHARES TRus industrials | $733,972 | -58.2% | 7,328 | -59.7% | 0.05% | -61.0% |
| EMR | Buy | EMERSON ELEC CO | $740,792 | -8.5% | 8,501 | +0.8% | 0.05% | -15.9% |
| CASH | Sell | PATHWARD FINANCIAL INC | $737,684 | -11.0% | 17,780 | -7.7% | 0.05% | -17.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $734,602 | +34.1% | 10,599 | +39.3% | 0.05% | +26.2% |
| KHC | Sell | KRAFT HEINZ CO | $738,240 | -5.5% | 19,091 | -0.5% | 0.05% | -13.1% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $700,889 | +11.6% | 8,472 | +0.6% | 0.05% | +4.1% |
| F | Buy | FORD MTR CO DEL | $707,387 | +46.2% | 56,142 | +34.9% | 0.05% | +37.8% |
| IRM | Sell | IRON MTN INC DEL | $690,618 | +3.7% | 13,053 | -2.3% | 0.05% | -3.8% |
| WFC | Sell | WELLS FARGO CO NEW | $692,353 | -20.7% | 18,522 | -12.4% | 0.05% | -26.5% |
| D | Buy | DOMINION ENERGY INC | $687,167 | -3.0% | 12,291 | +6.3% | 0.05% | -9.1% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $687,819 | -1.2% | 9,255 | +11.5% | 0.05% | -7.4% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $688,008 | +9.1% | 3,740 | -0.3% | 0.05% | +2.0% |
| FITB | Sell | FIFTH THIRD BANCORP | $695,064 | -19.2% | 26,091 | -0.5% | 0.05% | -25.4% |
| SON | Buy | SONOCO PRODS CO | $693,440 | +1.6% | 11,368 | +1.2% | 0.05% | -5.7% |
| AIT | Buy | APPLIED INDL TECHNOLOGIES IN | $673,722 | +14.6% | 4,740 | +1.6% | 0.05% | +6.5% |
| RYU | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $676,865 | -1.6% | 5,969 | +0.9% | 0.05% | -7.5% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $674,746 | +43.3% | 18,119 | +28.2% | 0.05% | +36.1% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $661,074 | -3.0% | 6,662 | -5.2% | 0.05% | -9.4% |
| MELI | New | MERCADOLIBRE INC | $664,302 | – | 504 | +100.0% | 0.05% | – |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION | $667,599 | +11.7% | 52,942 | +2.3% | 0.05% | +4.3% |
| KEY | Buy | KEYCORP | $646,686 | -26.8% | 51,652 | +1.8% | 0.05% | -30.9% |
| DG | Sell | DOLLAR GEN CORP NEW | $644,874 | -34.2% | 3,064 | -23.1% | 0.05% | -38.2% |
| SPEU | Buy | SPDR INDEX SHS FDSportflo eurp etf | $649,286 | +39.1% | 17,073 | +26.9% | 0.05% | +30.6% |
| UNP | Sell | UNION PAC CORP | $656,125 | -3.7% | 3,260 | -0.9% | 0.05% | -11.3% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $654,781 | -22.1% | 5,994 | -26.7% | 0.05% | -27.7% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $651,227 | -0.6% | 4,857 | +0.3% | 0.05% | -7.8% |
| CWB | Sell | SPDR SER TRbbg conv sec etf | $643,000 | -86.8% | 9,587 | -87.4% | 0.05% | -87.8% |
| MCK | Sell | MCKESSON CORP | $632,901 | -15.0% | 1,778 | -10.4% | 0.05% | -20.7% |
| ORCL | Sell | ORACLE CORP | $630,737 | +5.7% | 6,788 | -7.0% | 0.05% | 0.0% |
| FXZ | Buy | FIRST TR EXCHANGE TRADED FDmaterials alph | $635,878 | +9.1% | 9,735 | +1.2% | 0.05% | +2.2% |
| Sell | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $634,402 | -68.1% | 33,372 | -69.0% | 0.05% | -70.1% | |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $617,466 | +17.2% | 1,812 | -2.4% | 0.04% | +9.8% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $625,328 | +24.0% | 6,660 | +9.7% | 0.04% | +15.4% |
| AMGN | Buy | AMGEN INC | $626,838 | -2.3% | 2,593 | +6.1% | 0.04% | -10.0% |
| KNSL | Buy | KINSALE CAP GROUP INC | $619,216 | +17.0% | 2,063 | +2.0% | 0.04% | +9.8% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $623,640 | +5.6% | 14,193 | +2.2% | 0.04% | -2.2% |
| RTM | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $623,386 | +8.1% | 3,830 | +5.4% | 0.04% | 0.0% |
| IFN | Buy | INDIA FD INC | $614,206 | +16.3% | 40,595 | +13.8% | 0.04% | +7.3% |
| IPAC | Sell | ISHARES TRcore msci pac | $606,172 | -1.7% | 10,715 | -6.8% | 0.04% | -8.3% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $599,032 | +2.1% | 1,359 | +0.1% | 0.04% | -4.4% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $592,230 | -0.7% | 2,898 | +3.0% | 0.04% | -6.5% |
| INMD | Buy | INMODE LTD | $593,753 | +6.1% | 18,578 | +18.5% | 0.04% | 0.0% |
| NFLX | Buy | NETFLIX INC | $589,550 | +36.7% | 1,706 | +16.7% | 0.04% | +30.3% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $601,411 | +8.6% | 11,218 | +4.9% | 0.04% | 0.0% |
| FHN | Buy | FIRST HORIZON CORPORATION | $579,508 | -25.3% | 32,593 | +2.9% | 0.04% | -30.0% |
| GM | Buy | GENERAL MTRS CO | $584,726 | +95.2% | 15,941 | +79.0% | 0.04% | +82.6% |
| PDEC | INNOVATOR ETFS TRus eqty pwr buf | $580,001 | +5.2% | 18,442 | 0.0% | 0.04% | -2.3% | |
| FYC | Sell | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $565,426 | -86.8% | 9,774 | -87.4% | 0.04% | -87.7% |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $562,955 | +7.8% | 2,139 | -16.8% | 0.04% | +2.5% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $574,440 | -13.4% | 17,868 | -7.9% | 0.04% | -19.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $562,638 | -10.1% | 2,527 | -3.6% | 0.04% | -16.3% |
| BCE | Sell | BCE INC | $563,999 | -0.6% | 12,592 | -2.4% | 0.04% | -6.8% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $548,565 | -15.0% | 29,556 | -1.3% | 0.04% | -20.0% |
| ITA | Buy | ISHARES TRus aer def etf | $555,078 | +35.5% | 4,823 | +31.7% | 0.04% | +25.0% |
| LAND | Buy | GLADSTONE LD CORP | $552,476 | +3.2% | 33,182 | +13.7% | 0.04% | -2.4% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $560,867 | -0.7% | 11,011 | -2.3% | 0.04% | -9.1% |
| ZROZ | Buy | PIMCO ETF TR25yr+ zero u s | $546,109 | +63.1% | 5,702 | +48.6% | 0.04% | +50.0% |
| BA | Sell | BOEING CO | $544,400 | +4.2% | 2,563 | -6.6% | 0.04% | -2.5% |
| IGV | Sell | ISHARES TRexpanded tech | $546,540 | +16.7% | 1,794 | -2.0% | 0.04% | +8.3% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $534,345 | -33.0% | 6,435 | -33.5% | 0.04% | -37.1% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $534,670 | +7.0% | 5,035 | +6.1% | 0.04% | 0.0% |
| IUSG | New | ISHARES TRcore s&p us gwt | $543,942 | – | 6,128 | +100.0% | 0.04% | – |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $545,071 | +36.0% | 1,730 | +24.6% | 0.04% | +25.8% |
| IEV | Buy | ISHARES TReurope etf | $544,168 | +11.8% | 10,879 | +1.2% | 0.04% | +2.6% |
| IFRA | Buy | ISHARES TRus infrastruc | $522,965 | +14.7% | 14,013 | +11.4% | 0.04% | +8.6% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $531,887 | -12.7% | 5,874 | -18.3% | 0.04% | -19.1% |
| AEM | New | AGNICO EAGLE MINES LTD | $528,176 | – | 10,362 | +100.0% | 0.04% | – |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $529,096 | +3.2% | 6,596 | -0.3% | 0.04% | -5.0% |
| CI | Sell | THE CIGNA GROUP | $522,582 | -24.7% | 2,045 | -2.3% | 0.04% | -29.6% |
| TTD | Sell | THE TRADE DESK INC | $530,465 | +24.8% | 8,709 | -8.1% | 0.04% | +15.2% |
| TGT | Sell | TARGET CORP | $521,906 | +8.3% | 3,151 | -2.5% | 0.04% | +2.7% |
| CFG | Buy | CITIZENS FINL GROUP INC | $530,823 | -20.8% | 17,479 | +2.7% | 0.04% | -26.9% |
| SLV | Buy | ISHARES SILVER TRishares | $519,577 | +3.1% | 23,489 | +2.6% | 0.04% | -2.6% |
| PHM | Buy | PULTE GROUP INC | $527,195 | +52.1% | 9,046 | +18.8% | 0.04% | +40.7% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $508,951 | -11.9% | 12,598 | -15.0% | 0.04% | -17.8% |
| OKE | Buy | ONEOK INC NEW | $511,548 | -1.7% | 8,051 | +1.7% | 0.04% | -7.5% |
| BGLD | Buy | FIRST TR EXCHANGE-TRADED FDcboe vest gld st | $516,796 | +10.8% | 26,570 | +4.7% | 0.04% | +2.8% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $506,325 | -6.9% | 2,838 | -9.0% | 0.04% | -11.9% |
| PPG | New | PPG INDS INC | $514,253 | – | 3,850 | +100.0% | 0.04% | – |
| CALB | CALIFORNIA BANCORP INC | $512,138 | -18.0% | 26,250 | 0.0% | 0.04% | -22.9% | |
| IGF | Buy | ISHARES TRglb infrastr etf | $517,863 | +40.4% | 10,857 | +34.9% | 0.04% | +27.6% |
| GSL | Buy | GLOBAL SHIP LEASE INC NEW | $510,726 | +16.3% | 27,253 | +3.3% | 0.04% | +8.8% |
| NSC | Buy | NORFOLK SOUTHN CORP | $494,124 | +3.3% | 2,331 | +20.1% | 0.04% | -2.7% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $503,299 | +5.0% | 2,461 | -11.6% | 0.04% | -2.7% |
| IRT | Sell | INDEPENDENCE RLTY TR INC | $496,755 | -8.6% | 30,989 | -3.8% | 0.04% | -14.3% |
| PNR | New | PENTAIR PLC | $494,722 | – | 8,951 | +100.0% | 0.04% | – |
| OTTR | Buy | OTTER TAIL CORP | $497,408 | +28.5% | 6,883 | +4.4% | 0.04% | +20.0% |
| SDY | Sell | SPDR SER TRs&p divid etf | $493,437 | -78.0% | 3,989 | -77.8% | 0.04% | -79.3% |
| CCI | Sell | CROWN CASTLE INC | $492,951 | -2.5% | 3,683 | -1.2% | 0.04% | -7.7% |
| Sell | GENERAL ELECTRIC CO | $500,679 | +12.8% | 5,237 | -1.1% | 0.04% | +5.9% | |
| CROX | Buy | CROCS INC | $501,587 | +21.0% | 3,967 | +3.7% | 0.04% | +12.5% |
| AGR | Buy | AVANGRID INC | $487,015 | -3.5% | 12,212 | +4.0% | 0.04% | -10.3% |
| VLO | New | VALERO ENERGY CORP | $488,407 | – | 3,499 | +100.0% | 0.04% | – |
| VLU | Sell | SPDR SER TRspdr s&p1500vl | $488,517 | +1.2% | 3,440 | -0.3% | 0.04% | -5.4% |
| UCBI | Buy | UNITED CMNTY BKS BLAIRSVLE G | $488,000 | -16.3% | 17,354 | +0.6% | 0.04% | -22.2% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $482,481 | -60.5% | 5,592 | -61.3% | 0.04% | -63.2% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $465,600 | -0.7% | 1 | 0.0% | 0.03% | -5.6% | |
| GPC | Buy | GENUINE PARTS CO | $475,203 | +4.5% | 2,840 | +8.4% | 0.03% | -2.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $472,480 | +85.5% | 4,624 | +59.9% | 0.03% | +70.0% |
| BLDR | Sell | BUILDERS FIRSTSOURCE INC | $472,043 | +25.3% | 5,317 | -8.5% | 0.03% | +17.2% |
| DIVO | Sell | AMPLIFY ETF TRcwp enhanced div | $466,054 | -21.4% | 13,139 | -20.6% | 0.03% | -26.1% |
| SCHW | Sell | SCHWAB CHARLES CORP | $467,781 | -63.0% | 8,931 | -41.2% | 0.03% | -65.3% |
| EIDO | Buy | ISHARES TRmsci indonia etf | $464,976 | +30.9% | 19,761 | +24.5% | 0.03% | +21.4% |
| HDV | Sell | ISHARES TRcore high dv etf | $468,953 | -31.6% | 4,613 | -29.9% | 0.03% | -35.8% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $453,158 | -17.7% | 8,475 | -22.8% | 0.03% | -23.3% |
| IP | New | INTERNATIONAL PAPER CO | $460,859 | – | 12,780 | +100.0% | 0.03% | – |
| EPI | Buy | WISDOMTREE TRindia erngs fd | $457,460 | +22.6% | 14,504 | +26.7% | 0.03% | +13.8% |
| RNST | RENASANT CORP | $452,553 | -18.6% | 14,799 | 0.0% | 0.03% | -23.3% | |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $455,131 | +23.4% | 8,796 | +20.6% | 0.03% | +13.8% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $450,533 | +76.2% | 8,621 | +73.3% | 0.03% | +65.0% |
| XEL | Buy | XCEL ENERGY INC | $454,479 | +36.1% | 6,739 | +41.5% | 0.03% | +26.9% |
| SRE | Sell | SEMPRA | $458,212 | -2.9% | 3,031 | -0.7% | 0.03% | -10.8% |
| ETN | Buy | EATON CORP PLC | $457,716 | +32.9% | 2,671 | +21.7% | 0.03% | +22.2% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $458,635 | +8.7% | 14,809 | +3.2% | 0.03% | 0.0% |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $455,144 | – | 8,336 | +100.0% | 0.03% | – |
| WM | Sell | WASTE MGMT INC DEL | $458,009 | +1.5% | 2,807 | -2.4% | 0.03% | -5.7% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $454,746 | +37.4% | 1,982 | +41.1% | 0.03% | +26.9% |
| EWA | Buy | ISHARES INCmsci aust etf | $445,624 | +18.1% | 19,426 | +14.5% | 0.03% | +10.3% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $446,657 | +77.5% | 4,414 | +72.3% | 0.03% | +68.4% |
| WIRE | Buy | ENCORE WIRE CORP | $449,799 | +35.8% | 2,427 | +0.8% | 0.03% | +23.1% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $447,788 | +16.0% | 10,475 | +5.1% | 0.03% | +6.7% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $445,402 | -0.2% | 15,595 | -0.7% | 0.03% | -8.6% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $444,276 | -0.8% | 2,668 | -1.4% | 0.03% | -8.6% |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $427,699 | – | 16,773 | +100.0% | 0.03% | – |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $431,254 | +2.7% | 4,269 | +4.6% | 0.03% | -6.1% |
| BDX | Buy | BECTON DICKINSON & CO | $423,993 | +4.2% | 1,713 | +7.1% | 0.03% | -3.1% |
| ARKW | Sell | ARK ETF TRnext gnrtn inter | $426,039 | +23.0% | 7,947 | -11.6% | 0.03% | +14.8% |
| MARA | Buy | MARATHON DIGITAL HOLDINGS IN | $431,480 | +304.0% | 49,482 | +58.4% | 0.03% | +287.5% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $430,446 | +50.6% | 4,112 | +50.0% | 0.03% | +40.9% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $425,795 | +1.5% | 9,307 | -8.5% | 0.03% | -3.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $432,634 | -1.2% | 1,771 | -13.3% | 0.03% | -8.8% |
| FE | Buy | FIRSTENERGY CORP | $419,135 | -2.3% | 10,463 | +2.3% | 0.03% | -9.1% |
| UWM | New | PROSHARES TR | $417,160 | – | 13,110 | +100.0% | 0.03% | – |
| TCBK | Buy | TRICO BANCSHARES | $415,939 | -15.3% | 10,001 | +3.9% | 0.03% | -21.1% |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $411,191 | -55.1% | 6,063 | -57.4% | 0.03% | -57.7% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $417,645 | +0.6% | 2,158 | -0.5% | 0.03% | -6.2% |
| XLC | Sell | SELECT SECTOR SPDR TR | $410,790 | -4.1% | 7,086 | -20.6% | 0.03% | -9.1% |
| NXST | Sell | NEXSTAR MEDIA GROUP INC | $410,758 | -12.1% | 2,379 | -10.9% | 0.03% | -16.7% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $414,849 | -0.2% | 6,326 | +0.5% | 0.03% | -6.2% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $403,082 | +4.1% | 2,695 | -10.1% | 0.03% | -3.3% |
| EBC | Sell | EASTERN BANKSHARES INC | $395,953 | -29.6% | 31,375 | -3.8% | 0.03% | -34.1% |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $403,923 | +9.0% | 11,961 | 0.0% | 0.03% | 0.0% | |
| EQIX | Buy | EQUINIX INC | $405,539 | +12.3% | 562 | +2.0% | 0.03% | +3.6% |
| WEC | Sell | WEC ENERGY GROUP INC | $406,917 | +0.7% | 4,293 | -0.4% | 0.03% | -6.5% |
| GLTR | Sell | ABRDN PRECIOUS METALS BASKETphyscl precs met | $399,682 | -15.9% | 4,382 | -17.7% | 0.03% | -21.6% |
| WOOD | Sell | ISHARES TRgl timb fore etf | $390,433 | -24.0% | 5,454 | -22.8% | 0.03% | -30.0% |
| LAC | Buy | LITHIUM AMERS CORP NEW | $384,743 | +42.5% | 17,684 | +24.1% | 0.03% | +33.3% |
| GS | New | GOLDMAN SACHS GROUP INC | $390,965 | – | 1,195 | +100.0% | 0.03% | – |
| PYPL | Sell | PAYPAL HLDGS INC | $384,560 | +3.1% | 5,064 | -3.3% | 0.03% | -3.4% |
| New | PROSHARES TRshrt rl est fd | $389,326 | – | 19,447 | +100.0% | 0.03% | – | |
| PWR | Buy | QUANTA SVCS INC | $380,974 | +19.4% | 2,286 | +2.1% | 0.03% | +12.0% |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $386,226 | – | 8,233 | +100.0% | 0.03% | – |
| New | DIREXION SHS ETF TRdaily metal mine | $381,857 | – | 11,554 | +100.0% | 0.03% | – | |
| DSGX | New | DESCARTES SYS GROUP INC | $383,542 | – | 4,758 | +100.0% | 0.03% | – |
| APD | Buy | AIR PRODS & CHEMS INC | $382,119 | +88.9% | 1,330 | +102.7% | 0.03% | +75.0% |
| ARKF | Sell | ARK ETF TRfintech innova | $393,668 | +20.2% | 20,929 | -8.8% | 0.03% | +12.0% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $391,656 | -6.5% | 2,100 | -20.7% | 0.03% | -12.5% |
| ARW | New | ARROW ELECTRS INC | $376,358 | – | 3,014 | +100.0% | 0.03% | – |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $370,326 | +3.0% | 9,221 | +2.4% | 0.03% | -3.6% |
| O | Sell | REALTY INCOME CORP | $369,604 | -17.0% | 5,837 | -16.8% | 0.03% | -20.6% |
| KOF | New | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $371,208 | – | 4,613 | +100.0% | 0.03% | – |
| HWM | Sell | HOWMET AEROSPACE INC | $376,296 | -3.5% | 8,881 | -10.3% | 0.03% | -10.0% |
| MILN | Sell | GLOBAL X FDSmillennial consu | $373,998 | -21.0% | 12,571 | -30.7% | 0.03% | -27.0% |
| DFAU | Sell | DIMENSIONAL ETF TRUSTus core eqt mkt | $354,303 | -6.2% | 12,315 | -11.9% | 0.03% | -10.3% |
| IYE | Sell | ISHARES TRu.s. energy etf | $358,522 | -15.5% | 8,195 | -10.2% | 0.03% | -21.2% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $354,023 | +9.4% | 1,237 | -1.5% | 0.03% | +4.0% |
| TDVG | Buy | T ROWE PRICE ETF INCprice div grwt | $366,335 | +2.1% | 11,464 | +0.3% | 0.03% | -7.1% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $364,513 | -7.0% | 11,804 | -12.6% | 0.03% | -13.3% |
| CSX | Buy | CSX CORP | $354,048 | +21.3% | 11,825 | +25.5% | 0.03% | +13.0% |
| Buy | GLOBAL X FDSdow 30 covered c | $365,411 | +3.8% | 16,831 | +3.1% | 0.03% | -3.7% | |
| PXD | Buy | PIONEER NAT RES CO | $352,257 | +8.5% | 1,725 | +21.4% | 0.02% | 0.0% |
| INDY | ISHARES TRindia 50 etf | $344,031 | -2.8% | 8,369 | 0.0% | 0.02% | -7.4% | |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $347,520 | -35.5% | 13,475 | -37.2% | 0.02% | -40.5% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $341,105 | -9.1% | 13,170 | -15.4% | 0.02% | -13.8% |
| FDRR | Sell | FIDELITY COVINGTON TRUSTdivid etf risi | $339,581 | -0.0% | 8,352 | -2.0% | 0.02% | -3.8% |
| PKI | Buy | PERKINELMER INC | $347,409 | -4.7% | 2,607 | +0.3% | 0.02% | -10.7% |
| Sell | FEDERAL RLTY INVT TR NEWsh ben int new | $348,969 | -6.7% | 3,531 | -4.6% | 0.02% | -13.8% | |
| CDNS | CADENCE DESIGN SYSTEM INC | $345,388 | +30.8% | 1,644 | 0.0% | 0.02% | +25.0% | |
| AMP | Sell | AMERIPRISE FINL INC | $340,637 | -26.7% | 1,111 | -25.6% | 0.02% | -30.6% |
| GD | Sell | GENERAL DYNAMICS CORP | $336,382 | -21.1% | 1,474 | -14.3% | 0.02% | -27.3% |
| NVO | Sell | NOVO-NORDISK A Sadr | $329,102 | +9.1% | 2,068 | -7.2% | 0.02% | +4.3% |
| CRM | New | SALESFORCE INC | $329,038 | – | 1,647 | +100.0% | 0.02% | – |
| MOS | Sell | MOSAIC CO NEW | $326,161 | +2.6% | 7,109 | -1.9% | 0.02% | -4.0% |
| AON | Sell | AON PLC | $328,847 | +4.2% | 1,043 | -0.8% | 0.02% | 0.0% |
| NJUL | INNOVATOR ETFS TRgrwt100 pwr buf | $338,963 | +12.6% | 7,075 | 0.0% | 0.02% | +4.3% | |
| GRES | INDEXIQ ETF TRiq glb res etf | $333,786 | -0.5% | 9,823 | 0.0% | 0.02% | -7.7% | |
| NUE | Buy | NUCOR CORP | $325,799 | +46.8% | 2,109 | +25.3% | 0.02% | +41.2% |
| FCVT | Sell | FIRST TR EXCHANGE-TRADED FDssi strg etf | $335,062 | -41.0% | 10,500 | -41.4% | 0.02% | -45.5% |
| ENB | Buy | ENBRIDGE INC | $326,385 | +5.6% | 8,561 | +8.2% | 0.02% | 0.0% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $325,852 | +14.2% | 5,181 | +0.1% | 0.02% | +9.1% |
| SGOV | New | ISHARES TR0-3 mnth treasry | $333,121 | – | 3,312 | +100.0% | 0.02% | – |
| GNT | Sell | GAMCO NAT RES GOLD & INCOMEsh ben int | $319,948 | -4.0% | 61,647 | -5.3% | 0.02% | -11.5% |
| HEI | Sell | HEICO CORP NEW | $320,871 | +5.5% | 1,876 | -5.2% | 0.02% | -4.2% |
| FCG | Sell | FIRST TR EXCHANGE-TRADED FDnat gas etf | $320,736 | -87.2% | 14,242 | -86.1% | 0.02% | -88.1% |
| ICF | ISHARES TRcohen steer reit | $319,188 | +1.3% | 5,747 | 0.0% | 0.02% | -4.2% | |
| PSFF | Sell | PACER FDS TRswan sos fd of | $319,794 | -24.1% | 13,918 | -27.8% | 0.02% | -30.3% |
| FDX | Sell | FEDEX CORP | $324,053 | -14.2% | 1,418 | -35.0% | 0.02% | -20.7% |
| ARKQ | Sell | ARK ETF TRautnmus technlgy | $315,706 | +0.8% | 6,278 | -17.8% | 0.02% | -4.2% |
| ACWV | Sell | ISHARES INCmsci gbl min vol | $318,702 | -18.2% | 3,294 | -19.7% | 0.02% | -23.3% |
| DSTL | Buy | ETF SER SOLUTIONSdistillate us | $316,581 | +7.1% | 7,337 | +1.3% | 0.02% | 0.0% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $322,418 | +2.9% | 3,767 | -8.0% | 0.02% | -4.2% |
| ACGL | Buy | ARCH CAP GROUP LTDord | $313,492 | +42.1% | 4,619 | +31.4% | 0.02% | +35.3% |
| DVN | Sell | DEVON ENERGY CORP NEW | $313,783 | -71.8% | 6,200 | -65.7% | 0.02% | -73.3% |
| CE | New | CELANESE CORP DEL | $322,970 | – | 2,966 | +100.0% | 0.02% | – |
| AZO | Sell | AUTOZONE INC | $312,185 | -11.5% | 127 | -11.2% | 0.02% | -14.8% |
| VCR | VANGUARD WORLD FDSconsum dis etf | $306,005 | +15.3% | 1,212 | 0.0% | 0.02% | +4.8% | |
| SONY | New | SONY GROUP CORPORATIONsponsored adr | $302,922 | – | 3,342 | +100.0% | 0.02% | – |
| ULH | Buy | UNIVERSAL LOGISTICS HLDGS IN | $302,460 | -3.7% | 10,376 | +10.5% | 0.02% | -8.3% |
| JNK | Sell | SPDR SER TRbloomberg high y | $308,488 | -96.1% | 3,324 | -96.2% | 0.02% | -96.4% |
| NKE | Sell | NIKE INCcl b | $299,144 | -14.3% | 2,439 | -18.3% | 0.02% | -18.5% |
| AMD | New | ADVANCED MICRO DEVICES INC | $305,693 | – | 3,119 | +100.0% | 0.02% | – |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $311,207 | +4.1% | 4,218 | -0.3% | 0.02% | -4.3% |
| FTV | New | FORTIVE CORP | $288,158 | – | 4,227 | +100.0% | 0.02% | – |
| MRNA | Buy | MODERNA INC | $285,301 | +34.9% | 1,858 | +57.9% | 0.02% | +31.2% |
| PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $285,609 | +6.8% | 14,891 | +4.0% | 0.02% | 0.0% |
| EME | Sell | EMCOR GROUP INC | $289,248 | -3.9% | 1,779 | -12.5% | 0.02% | -8.7% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $290,759 | -22.8% | 7,013 | -23.9% | 0.02% | -27.6% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $296,577 | -8.6% | 9,863 | -14.2% | 0.02% | -16.0% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $286,004 | +19.1% | 3,521 | +11.6% | 0.02% | +10.5% |
| BBCA | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $287,629 | +3.3% | 4,832 | -0.6% | 0.02% | -4.5% |
| FMHI | Buy | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $291,272 | +3.7% | 6,212 | +2.4% | 0.02% | -4.5% |
| PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $275,187 | +6.0% | 15,716 | +3.6% | 0.02% | 0.0% |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP | $278,156 | -8.3% | 4,579 | +5.8% | 0.02% | -16.7% |
| FTHI | New | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $283,473 | – | 14,061 | +100.0% | 0.02% | – |
| SHYD | Buy | VANECK ETF TRUSTshrt hgh yld mun | $276,826 | +2.6% | 12,419 | +2.5% | 0.02% | -4.8% |
| SYY | Sell | SYSCO CORP | $280,921 | -51.9% | 3,637 | -52.4% | 0.02% | -55.6% |
| UTHR | Sell | UNITED THERAPEUTICS CORP DEL | $277,934 | -24.7% | 1,241 | -6.6% | 0.02% | -31.0% |
| CBOE | Sell | CBOE GLOBAL MKTS INC | $259,620 | -4.1% | 1,934 | -10.3% | 0.02% | -9.5% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $259,817 | +7.6% | 10,596 | +3.9% | 0.02% | 0.0% |
| SNA | Sell | SNAP ON INC | $263,679 | +2.2% | 1,068 | -5.4% | 0.02% | -5.0% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $256,372 | -3.6% | 1,734 | -19.7% | 0.02% | -9.5% |
| CL | Sell | COLGATE PALMOLIVE CO | $268,608 | -5.1% | 3,574 | -0.5% | 0.02% | -13.6% |
| NRZ | Buy | RITHM CAPITAL CORP | $258,161 | +0.8% | 32,270 | +3.0% | 0.02% | -5.0% |
| KR | Sell | KROGER CO | $261,670 | -3.4% | 5,300 | -12.8% | 0.02% | -9.5% |
| PNC | New | PNC FINL SVCS GROUP INC | $260,368 | – | 2,049 | +100.0% | 0.02% | – |
| TRV | Buy | TRAVELERS COMPANIES INC | $268,130 | -7.8% | 1,564 | +0.8% | 0.02% | -17.4% |
| HWC | Sell | HANCOCK WHITNEY CORPORATION | $264,191 | -26.8% | 7,258 | -2.7% | 0.02% | -32.1% |
| OGE | Buy | OGE ENERGY CORP | $266,860 | -3.8% | 7,086 | +1.1% | 0.02% | -9.5% |
| C | Sell | CITIGROUP INC | $250,901 | -13.8% | 5,351 | -16.8% | 0.02% | -21.7% |
| MFD | Sell | MACQUARIE / FIRST TR GLOBAL | $251,833 | -1.9% | 30,488 | -4.0% | 0.02% | -10.0% |
| SNPS | Buy | SYNOPSYS INC | $254,153 | +23.0% | 658 | +1.7% | 0.02% | +12.5% |
| PDI | Sell | PIMCO DYNAMIC INCOME FD | $254,554 | -5.0% | 14,126 | -2.6% | 0.02% | -14.3% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $244,842 | +1.1% | 1,746 | -4.2% | 0.02% | -5.3% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $242,455 | +5.6% | 5,927 | -1.9% | 0.02% | 0.0% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $253,014 | – | 2,720 | +100.0% | 0.02% | – |
| ESI | Sell | ELEMENT SOLUTIONS INC | $254,139 | +1.8% | 13,161 | -4.1% | 0.02% | -5.3% |
| PFF | Sell | ISHARES TRpfd and incm sec | $235,629 | -9.6% | 7,547 | -11.6% | 0.02% | -15.0% |
| IYF | Sell | ISHARES TRu.s. finls etf | $236,441 | -7.1% | 3,324 | -1.5% | 0.02% | -15.0% |
| EMGF | New | ISHARES INCemng mkts eqt | $235,169 | – | 5,664 | +100.0% | 0.02% | – |
| CCRN | Buy | CROSS CTRY HEALTHCARE INC | $234,405 | -11.3% | 10,502 | +5.5% | 0.02% | -15.0% |
| SWKS | New | SKYWORKS SOLUTIONS INC | $233,033 | – | 1,975 | +100.0% | 0.02% | – |
| INCO | Sell | COLUMBIA ETF TR IIindia consmr etf | $230,596 | -11.6% | 5,192 | -9.7% | 0.02% | -15.0% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $230,188 | -81.5% | 2,521 | -81.9% | 0.02% | -82.5% |
| PGR | Sell | PROGRESSIVE CORP | $232,388 | -20.3% | 1,624 | -27.7% | 0.02% | -26.1% |
| RDIV | Buy | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $237,822 | -5.0% | 5,781 | +0.6% | 0.02% | -10.5% |
| JBL | Sell | JABIL INC | $240,759 | -11.9% | 2,731 | -31.9% | 0.02% | -19.0% |
| ABC | Sell | AMERISOURCEBERGEN CORP | $231,039 | -5.2% | 1,443 | -1.8% | 0.02% | -10.5% |
| KMF | Sell | KAYNE ANDERSON NEXTGEN ENRGY | $232,050 | -5.4% | 30,215 | -7.5% | 0.02% | -10.5% |
| UBER | New | UBER TECHNOLOGIES INC | $230,015 | – | 7,256 | +100.0% | 0.02% | – |
| LULU | New | LULULEMON ATHLETICA INC | $229,440 | – | 630 | +100.0% | 0.02% | – |
| BTO | Sell | HANCOCK JOHN FINL OPPTYS FDsh ben int new | $238,592 | -73.4% | 7,812 | -71.0% | 0.02% | -75.7% |
| COG | Buy | COTERRA ENERGY INC | $234,660 | +4.6% | 9,562 | +4.7% | 0.02% | 0.0% |
| ICVT | Sell | ISHARES TRconv bd etf | $229,103 | -53.2% | 3,155 | -55.3% | 0.02% | -55.3% |
| VAW | VANGUARD WORLD FDSmaterials etf | $229,388 | +4.5% | 1,290 | 0.0% | 0.02% | 0.0% | |
| EXPD | New | EXPEDITORS INTL WASH INC | $222,222 | – | 2,018 | +100.0% | 0.02% | – |
| FGB | Sell | FIRST TR SPECIALTY FIN & FIN | $226,898 | -2.1% | 72,261 | -4.6% | 0.02% | -11.1% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $216,921 | +8.2% | 264 | -5.0% | 0.02% | 0.0% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $228,414 | -4.1% | 2,998 | -6.6% | 0.02% | -11.1% |
| PPL | Buy | PPL CORP | $219,721 | -2.6% | 7,906 | +2.4% | 0.02% | -5.9% |
| XHB | New | SPDR SER TRs&p homebuild | $226,996 | – | 3,350 | +100.0% | 0.02% | – |
| EIX | New | EDISON INTL | $220,120 | – | 3,118 | +100.0% | 0.02% | – |
| JETS | New | ETF SER SOLUTIONSus glb jets | $226,951 | – | 12,182 | +100.0% | 0.02% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $225,924 | – | 4,224 | +100.0% | 0.02% | – |
| CLF | Buy | CLEVELAND-CLIFFS INC NEW | $221,738 | +24.9% | 12,097 | +9.8% | 0.02% | +14.3% |
| Sell | GSK PLCsponsored adr | $218,604 | -3.2% | 6,144 | -4.3% | 0.02% | -5.9% | |
| BIDU | New | BAIDU INCspon adr rep a | $216,117 | – | 1,432 | +100.0% | 0.02% | – |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $218,749 | -8.4% | 1,154 | -11.3% | 0.02% | -15.8% |
| INGR | Sell | INGREDION INC | $220,347 | -7.7% | 2,166 | -11.2% | 0.02% | -15.8% |
| EWL | Sell | ISHARES INCmsci switzerland | $223,380 | -9.3% | 4,929 | -16.0% | 0.02% | -15.8% |
| HIPS | Sell | GRANITESHARES ETF TRhips us high inc | $210,955 | -5.8% | 17,893 | -4.2% | 0.02% | -11.8% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $203,218 | -18.5% | 7,300 | -21.9% | 0.02% | -21.1% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $201,690 | -19.5% | 1,801 | -15.5% | 0.02% | -21.1% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $209,227 | -3.8% | 2,868 | -1.1% | 0.02% | -11.8% |
| PDM | Buy | PIEDMONT OFFICE REALTY TR IN | $202,543 | -20.3% | 27,746 | +0.2% | 0.02% | -25.0% |
| FEN | Sell | FIRST TR ENERGY INCOME & GRO | $204,729 | -15.0% | 15,773 | -7.1% | 0.02% | -21.1% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $211,938 | +3.1% | 4,432 | +0.7% | 0.02% | -6.2% |
| AJG | New | GALLAGHER ARTHUR J & CO | $214,267 | – | 1,120 | +100.0% | 0.02% | – |
| CMS | New | CMS ENERGY CORP | $213,456 | – | 3,478 | +100.0% | 0.02% | – |
| CRH | New | CRH PLCadr | $209,686 | – | 4,122 | +100.0% | 0.02% | – |
| UNM | New | UNUM GROUP | $209,312 | – | 5,291 | +100.0% | 0.02% | – |
| OXY | New | OCCIDENTAL PETE CORP | $203,378 | – | 3,258 | +100.0% | 0.02% | – |
| IDEV | New | ISHARES TRcore msci intl | $208,622 | – | 3,450 | +100.0% | 0.02% | – |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $210,860 | – | 4,456 | +100.0% | 0.02% | – |
| RIO | Sell | RIO TINTO PLCsponsored adr | $207,580 | -27.6% | 3,026 | -24.8% | 0.02% | -31.8% |
| VICI | New | VICI PPTYS INC | $203,418 | – | 6,236 | +100.0% | 0.02% | – |
| CNI | Sell | CANADIAN NATL RY CO | $202,201 | -8.1% | 1,714 | -7.4% | 0.02% | -11.8% |
| Sell | WARNER BROS DISCOVERY INC | $212,905 | +58.4% | 14,100 | -0.6% | 0.02% | +50.0% | |
| DFS | Buy | DISCOVER FINL SVCS | $203,755 | +1.4% | 2,061 | +0.3% | 0.02% | -6.2% |
| MGF | Sell | MFS GOVT MKTS INCOME TRsh ben int | $189,428 | -8.5% | 57,403 | -8.2% | 0.01% | -12.5% |
| VIPS | Sell | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $197,416 | -23.8% | 13,005 | -31.5% | 0.01% | -30.0% |
| VHC | Sell | VIRNETX HLDG CORP | $197,332 | -5.5% | 150,635 | -6.2% | 0.01% | -12.5% |
| RVT | Sell | ROYCE VALUE TR INC | $190,833 | -15.3% | 14,063 | -17.2% | 0.01% | -17.6% |
| DSL | Sell | DOUBLELINE INCOME SOLUTIONS | $186,676 | -1.7% | 16,418 | -4.1% | 0.01% | -13.3% |
| HYI | Sell | WESTERN ASSET HIGH YIELD DEF | $174,013 | -9.3% | 14,525 | -5.5% | 0.01% | -13.3% |
| NWL | Buy | NEWELL BRANDS INC | $175,653 | +31.9% | 14,120 | +38.7% | 0.01% | +30.0% |
| TAIL | Sell | CAMBRIA ETF TRtail risk | $170,189 | -32.9% | 11,577 | -30.1% | 0.01% | -40.0% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $159,653 | -12.7% | 19,423 | +18.3% | 0.01% | -14.3% |
| SPE | Sell | SPECIAL OPPORTUNITIES FD INC | $159,627 | -8.6% | 14,591 | -4.8% | 0.01% | -14.3% |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $172,473 | -2.9% | 14,641 | +0.0% | 0.01% | -14.3% |
| ASX | Sell | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $161,169 | -13.3% | 20,222 | -31.8% | 0.01% | -14.3% |
| OPK | OPKO HEALTH INC | $170,820 | +16.8% | 117,000 | 0.0% | 0.01% | +9.1% | |
| New | FIRST TR EXCHNG TRADED FD VIskybridge crypto | $132,839 | – | 26,910 | +100.0% | 0.01% | – | |
| AFIF | New | TWO RDS SHARED TRanfield unvl etf | $93,852 | – | 10,689 | +100.0% | 0.01% | – |
| KYN | KAYNE ANDERSON ENERGY INFRST | $95,083 | +0.9% | 11,005 | 0.0% | 0.01% | 0.0% | |
| MSD | Sell | MORGAN STANLEY EMKT DBT FD I | $96,838 | -10.7% | 15,037 | -9.3% | 0.01% | -12.5% |
| NNDM | Sell | NANO DIMENSION LTDsponsord ads new | $83,431 | +13.8% | 28,869 | -9.4% | 0.01% | 0.0% |
| AG | FIRST MAJESTIC SILVER CORP | $74,912 | -13.5% | 10,390 | 0.0% | 0.01% | -28.6% | |
| NOK | Buy | NOKIA CORPsponsored adr | $69,673 | +6.0% | 14,190 | +0.2% | 0.01% | 0.0% |
| FCEL | FUELCELL ENERGY INC | $57,057 | +2.5% | 20,020 | 0.0% | 0.00% | 0.0% | |
| AMRN | Buy | AMARIN CORP PLCspons adr new | $34,896 | +29.5% | 23,264 | +4.5% | 0.00% | +50.0% |
| HUT | Buy | HUT 8 MNG CORP | $35,239 | +166.6% | 19,048 | +22.5% | 0.00% | +200.0% |
| MVIS | Buy | MICROVISION INC DEL | $36,299 | +21.7% | 13,595 | +7.1% | 0.00% | +50.0% |
| CERS | CERUS CORP | $46,332 | -18.6% | 15,600 | 0.0% | 0.00% | -25.0% | |
| FORD MTR CO DELnote 3/1 | $20,979 | +5.9% | 21,000 | 0.0% | 0.00% | 0.0% | ||
| PRQR | PROQR THRAPEUTICS N V | $21,300 | -42.4% | 10,000 | 0.0% | 0.00% | -33.3% | |
| CGEN | COMPUGEN LTDord | $29,024 | -1.9% | 41,345 | 0.0% | 0.00% | 0.0% | |
| KULR | KULR TECHNOLOGY GROUP INC | $22,351 | -26.9% | 25,477 | 0.0% | 0.00% | 0.0% | |
| GREENBRIER COS INCnote 2.875% 4/1 | $21,213 | -3.7% | 25,000 | 0.0% | 0.00% | 0.0% | ||
| MARA | New | MARATHON DIGITAL HOLDINGS INcall | $27,960 | – | 14,300 | +100.0% | 0.00% | – |
| Buy | PREDICTIVE ONCOLOGY INC | $17,974 | +95.4% | 55,000 | +83.3% | 0.00% | 0.0% | |
| EVGN | Sell | EVOGENE LTD | $15,474 | -25.2% | 24,562 | -16.9% | 0.00% | -50.0% |
| New | TRITIUM DCFC LIMITEDordinary shares | $20,480 | – | 16,000 | +100.0% | 0.00% | – | |
| CTXR | CITIUS PHARMACEUTICALS INC | $17,550 | +48.1% | 15,000 | 0.0% | 0.00% | 0.0% | |
| New | MULLEN AUTOMOTIVE INC | $6,565 | – | 50,000 | +100.0% | 0.00% | – | |
| RXT | Exit | RACKSPACE TECHNOLOGY INC | $0 | – | -11,983 | -100.0% | -0.00% | – |
| SRNE | Exit | SORRENTO THERAPEUTICS INC | $0 | – | -51,456 | -100.0% | -0.00% | – |
| RIOT | Exit | RIOT BLOCKCHAIN INC | $0 | – | -20,724 | -100.0% | -0.01% | – |
| BATT | Exit | AMPLIFY ETF TRamplify lithium | $0 | – | -14,626 | -100.0% | -0.01% | – |
| UBS | Exit | UBS GROUP AG | $0 | – | -10,375 | -100.0% | -0.02% | – |
| CPRI | Exit | CAPRI HOLDINGS LIMITED | $0 | – | -3,551 | -100.0% | -0.02% | – |
| UFPI | Exit | UFP INDUSTRIES INC | $0 | – | -2,560 | -100.0% | -0.02% | – |
| VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -5,149 | -100.0% | -0.02% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -5,007 | -100.0% | -0.02% | – |
| PALC | Exit | PACER FDS TRlunt lrgcp multi | $0 | – | -5,804 | -100.0% | -0.02% | – |
| FPXI | Exit | FIRST TR EXCHANGE TRADED FDintl equity opp | $0 | – | -5,557 | -100.0% | -0.02% | – |
| FANG | Exit | DIAMONDBACK ENERGY INC | $0 | – | -1,577 | -100.0% | -0.02% | – |
| MTB | Exit | M & T BK CORP | $0 | – | -1,531 | -100.0% | -0.02% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -2,263 | -100.0% | -0.02% | – |
| WSM | Exit | WILLIAMS SONOMA INC | $0 | – | -1,985 | -100.0% | -0.02% | – |
| SLGN | Exit | SILGAN HOLDINGS INC | $0 | – | -4,461 | -100.0% | -0.02% | – |
| BXMT | Exit | BLACKSTONE MTG TR INC | $0 | – | -10,698 | -100.0% | -0.02% | – |
| Exit | LISTED FD TRteucrium agri st | $0 | – | -6,601 | -100.0% | -0.02% | – | |
| DHI | Exit | D R HORTON INC | $0 | – | -2,575 | -100.0% | -0.02% | – |
| BFC | Exit | BANK FIRST CORP | $0 | – | -2,689 | -100.0% | -0.02% | – |
| QCLN | Exit | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $0 | – | -5,237 | -100.0% | -0.02% | – |
| SIJ | Exit | PROSHARES TRultrashort indl | $0 | – | -15,534 | -100.0% | -0.02% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -1,987 | -100.0% | -0.02% | – |
| VIS | Exit | VANGUARD WORLD FDSindustrial etf | $0 | – | -1,402 | -100.0% | -0.02% | – |
| IAK | Exit | ISHARES TRu.s. insrnce etf | $0 | – | -2,956 | -100.0% | -0.02% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -6,897 | -100.0% | -0.02% | – |
| FTXO | Exit | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $0 | – | -10,110 | -100.0% | -0.02% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -5,486 | -100.0% | -0.02% | – |
| DEED | Exit | FIRST TR EXCHNG TRADED FD VItcw securitized | $0 | – | -13,500 | -100.0% | -0.02% | – |
| MMM | Exit | 3M CO | $0 | – | -2,368 | -100.0% | -0.02% | – |
| ALTL | Exit | PACER FDS TRlunt lrg cp altr | $0 | – | -7,407 | -100.0% | -0.02% | – |
| IQLT | Exit | ISHARES TRmsci intl qualty | $0 | – | -9,016 | -100.0% | -0.02% | – |
| ACWX | Exit | ISHARES TRmsci acwi ex us | $0 | – | -6,935 | -100.0% | -0.02% | – |
| NURE | Exit | NUSHARES ETF TRnuveen shrt term | $0 | – | -11,001 | -100.0% | -0.02% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -4,720 | -100.0% | -0.02% | – |
| CII | Exit | BLACKROCK ENHANCD CAP & INM | $0 | – | -19,397 | -100.0% | -0.03% | – |
| PKW | Exit | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $0 | – | -4,143 | -100.0% | -0.03% | – |
| MGY | Exit | MAGNOLIA OIL & GAS CORPcl a | $0 | – | -15,232 | -100.0% | -0.03% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -13,137 | -100.0% | -0.03% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -1,678 | -100.0% | -0.03% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -1,725 | -100.0% | -0.03% | – |
| Exit | LITMAN GREGORY FDS TRimgp dbi managed | $0 | – | -14,767 | -100.0% | -0.03% | – | |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -2,017 | -100.0% | -0.03% | – |
| SRS | Exit | PROSHARES TRultsht real est | $0 | – | -28,428 | -100.0% | -0.04% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -3,979 | -100.0% | -0.04% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -8,424 | -100.0% | -0.05% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -2,754 | -100.0% | -0.05% | – |
| CQP | Exit | CHENIERE ENERGY PARTNERS LP | $0 | – | -11,648 | -100.0% | -0.05% | – |
| NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -13,575 | -100.0% | -0.05% | – |
| NANR | Exit | SPDR INDEX SHS FDSs&p north amer | $0 | – | -13,396 | -100.0% | -0.06% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -13,854 | -100.0% | -0.06% | – |
| FLTB | Exit | FIDELITY MERRIMACK STR TRltd trm bd etf | $0 | – | -21,634 | -100.0% | -0.08% | – |
| LIN | Exit | LINDE PLC | $0 | – | -3,435 | -100.0% | -0.09% | – |
| AMN | Exit | AMN HEALTHCARE SVCS INC | $0 | – | -12,228 | -100.0% | -0.10% | – |
| SJNK | Exit | SPDR SER TRbloomberg sht te | $0 | – | -67,961 | -100.0% | -0.13% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -45,316 | -100.0% | -0.14% | – |
| IXJ | Exit | ISHARES TRglob hlthcre etf | $0 | – | -20,997 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SP 500 ETF TR | 25 | Q3 2023 | 10.8% |
| FIRST TR EXCHANGETRADED FD | 25 | Q3 2023 | 8.0% |
| ISHARES TR | 25 | Q3 2023 | 3.7% |
| APPLE INC | 25 | Q3 2023 | 2.6% |
| FIRST TR HIGH INCOME L/S FD | 25 | Q3 2023 | 1.7% |
| FIRST TRUST PREFERRED SEC & INC ETF | 25 | Q3 2023 | 1.9% |
| ISHARES TR | 25 | Q3 2023 | 1.9% |
| MICROSOFT CORP | 25 | Q3 2023 | 1.5% |
| SPDR SER TR | 25 | Q3 2023 | 2.0% |
| ISHARES TR | 25 | Q3 2023 | 1.1% |
View Csenge Advisory Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-04 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-10-20 |
View Csenge Advisory Group'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.