$1.2 Billion is the total value of Bogart Wealth, LLC's 1165 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 47.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XOM | Buy | EXXON MOBIL CORP COMstock | $145,950,000 | +15.3% | 1,671,633 | +13.1% | 12.18% | +9.7% |
VOO | Buy | VANGUARD S&P 500 ETFetf | $77,986,000 | +2.7% | 237,544 | +8.5% | 6.51% | -2.3% |
BND | Buy | VANGUARD TOTAL BOND MARKET ETFetf | $62,436,000 | +27.1% | 875,316 | +34.1% | 5.21% | +20.9% |
FIXD | Buy | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $61,851,000 | +2.5% | 1,420,558 | +9.2% | 5.16% | -2.5% |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $50,325,000 | -1.5% | 1,099,526 | +11.0% | 4.20% | -6.3% |
FLQL | Buy | FRANKLIN LIBERTYQ U.S. EQUITY ETFetf | $43,470,000 | +3.2% | 1,187,381 | +9.3% | 3.63% | -1.8% |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $40,443,000 | +2258.2% | 608,800 | +2443.2% | 3.38% | +2150.7% |
FLCB | Buy | FRANKLIN U.S. CORE BOND ETFetf | $39,466,000 | +3.9% | 1,881,758 | +9.6% | 3.29% | -1.2% |
JAAA | Buy | JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETFetf | $32,742,000 | +8.0% | 666,844 | +7.9% | 2.73% | +2.8% |
ACWI | Buy | ISHARES MSCI ACWI ETFetf | $30,030,000 | +4.2% | 385,843 | +12.4% | 2.51% | -0.8% |
VGK | Sell | VANGUARD FTSE EUROPE ETFetf | $28,555,000 | -33.4% | 618,751 | -23.7% | 2.38% | -36.6% |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $26,274,000 | +19.5% | 590,824 | +28.1% | 2.19% | +13.7% |
VOE | Buy | VANGUARD MID-CAP VALUE ETFetf | $25,371,000 | +1.4% | 208,348 | +7.8% | 2.12% | -3.6% |
IMCG | Buy | ISHARES MORNINGSTAR MID-CAP GROWTH ETFetf | $21,569,000 | +9.7% | 428,127 | +13.1% | 1.80% | +4.3% |
BSV | Buy | VANGUARD SHORT-TERM BOND ETFetf | $17,037,000 | +18.8% | 227,713 | +22.0% | 1.42% | +13.0% |
SCHE | Buy | SCHWAB EMERGING MARKETS EQUITY ETFetf | $15,225,000 | +0.3% | 679,702 | +13.6% | 1.27% | -4.6% |
AAPL | Buy | APPLE INC COMstock | $12,121,000 | +15.2% | 87,709 | +14.0% | 1.01% | +9.6% |
MSFT | Buy | MICROSOFT CORP COMstock | $11,061,000 | +7.4% | 47,492 | +18.4% | 0.92% | +2.1% |
PEP | Buy | PEPSICO INC COMstock | $9,867,000 | +11.2% | 60,436 | +13.6% | 0.82% | +5.9% |
LMT | Buy | LOCKHEED MARTIN CORP COMstock | $9,641,000 | +2.7% | 24,958 | +14.4% | 0.80% | -2.2% |
QSR | Buy | RESTAURANT BRANDS INTL INC COMstock | $9,491,000 | +19.3% | 178,467 | +12.5% | 0.79% | +13.5% |
ABBV | Buy | ABBVIE INC COMstock | $9,174,000 | +3.3% | 68,354 | +17.9% | 0.77% | -1.7% |
CVX | Buy | CHEVRON CORP NEW COMstock | $9,114,000 | +14.4% | 63,440 | +15.3% | 0.76% | +8.9% |
PFE | Buy | PFIZER INC COMstock | $8,741,000 | -3.1% | 199,750 | +16.1% | 0.73% | -7.7% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $8,614,000 | -1.1% | 72,499 | +17.5% | 0.72% | -5.9% |
DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $8,594,000 | -0.2% | 92,385 | +15.1% | 0.72% | -5.0% |
D | Buy | DOMINION ENERGY INC COMstock | $8,537,000 | -0.8% | 123,532 | +14.6% | 0.71% | -5.6% |
VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $8,349,000 | -11.5% | 219,881 | +18.2% | 0.70% | -15.8% |
V | Buy | VISA INC COM CL Astock | $8,270,000 | +3.6% | 46,550 | +14.9% | 0.69% | -1.4% |
CAT | Buy | CATERPILLAR INC COMstock | $8,183,000 | +9.7% | 49,873 | +19.5% | 0.68% | +4.4% |
GILD | Buy | GILEAD SCIENCES INC COMstock | $8,089,000 | +14.2% | 131,126 | +14.4% | 0.68% | +8.7% |
CCI | Buy | CROWN CASTLE INC COMreit | $8,016,000 | +0.2% | 55,452 | +16.7% | 0.67% | -4.7% |
PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $8,012,000 | +13.3% | 53,623 | +19.7% | 0.67% | +7.9% |
BLK | Buy | BLACKROCK INC COMstock | $7,999,000 | +3.3% | 14,537 | +14.4% | 0.67% | -1.6% |
CSCO | Buy | CISCO SYS INC COMstock | $7,921,000 | +11.8% | 198,024 | +19.1% | 0.66% | +6.3% |
TFC | Buy | TRUIST FINL CORP COMstock | $7,380,000 | +14.2% | 169,508 | +24.4% | 0.62% | +8.6% |
KEY | Buy | KEYCORP COMstock | $7,030,000 | -0.3% | 438,833 | +7.2% | 0.59% | -5.2% |
USB | Buy | US BANCORP DEL COM NEWstock | $6,693,000 | +3.5% | 165,995 | +18.1% | 0.56% | -1.4% |
T | Buy | AT&T INC COMstock | $6,624,000 | -12.8% | 431,818 | +19.1% | 0.55% | -17.0% |
AMZN | Buy | AMAZON COM INC COMstock | $6,592,000 | +34.9% | 58,335 | +26.8% | 0.55% | +28.2% |
QQQ | Buy | INVESCO QQQ TRUSTetf | $6,478,000 | +14.2% | 24,240 | +19.8% | 0.54% | +8.6% |
ORI | Buy | OLD REP INTL CORP COMstock | $6,439,000 | +11.8% | 307,625 | +19.4% | 0.54% | +6.3% |
DLR | Buy | DIGITAL RLTY TR INC COMreit | $6,211,000 | -11.6% | 62,620 | +15.7% | 0.52% | -16.0% |
HON | Buy | HONEYWELL INTL INC COMstock | $6,077,000 | +11.8% | 36,396 | +16.4% | 0.51% | +6.3% |
GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $5,601,000 | -1.6% | 58,561 | +2142.9% | 0.47% | -6.2% |
CVS | Buy | CVS HEALTH CORP COMstock | $5,291,000 | +20.7% | 55,474 | +17.3% | 0.44% | +14.8% |
MCD | Buy | MCDONALDS CORP COMstock | $4,901,000 | +8.0% | 21,240 | +15.5% | 0.41% | +2.8% |
UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $4,890,000 | +20.2% | 9,683 | +22.3% | 0.41% | +14.3% |
AMGN | Buy | AMGEN INC COMstock | $4,858,000 | +9.8% | 21,552 | +18.5% | 0.40% | +4.4% |
HD | Buy | HOME DEPOT INC COMstock | $4,810,000 | +20.8% | 17,433 | +20.1% | 0.40% | +14.9% |
SBUX | Buy | STARBUCKS CORP COMstock | $4,758,000 | +31.9% | 56,470 | +19.6% | 0.40% | +25.2% |
GD | Buy | GENERAL DYNAMICS CORP COMstock | $4,572,000 | +15.4% | 21,550 | +20.3% | 0.38% | +9.8% |
CRM | Buy | SALESFORCE INC COMstock | $4,566,000 | +1.0% | 31,745 | +15.9% | 0.38% | -4.0% |
MET | Buy | METLIFE INC COMstock | $4,531,000 | +15.3% | 74,546 | +19.1% | 0.38% | +9.6% |
PRU | Buy | PRUDENTIAL FINL INC COMstock | $4,526,000 | +6.7% | 52,768 | +19.0% | 0.38% | +1.6% |
XEL | Buy | XCEL ENERGY INC COMstock | $4,511,000 | +6.7% | 70,490 | +18.0% | 0.38% | +1.6% |
COST | Buy | COSTCO WHSL CORP NEW COMstock | $4,496,000 | +10.1% | 9,520 | +11.8% | 0.38% | +4.7% |
MRK | Buy | MERCK & CO INC COMstock | $4,445,000 | +1184.7% | 51,617 | +1258.3% | 0.37% | +1136.7% |
DHR | Buy | DANAHER CORPORATION COMstock | $4,400,000 | +10.8% | 17,035 | +8.7% | 0.37% | +5.5% |
TXN | Buy | TEXAS INSTRS INC COMstock | $4,378,000 | +22.5% | 28,286 | +21.6% | 0.36% | +16.6% |
KO | Buy | COCA COLA CO COMstock | $4,259,000 | +8.1% | 76,024 | +21.4% | 0.36% | +2.6% |
STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $4,224,000 | +10.7% | 18,389 | +12.3% | 0.35% | +5.4% |
IEFA | ISHARES CORE MSCI EAFE ETFetf | $4,141,000 | -10.5% | 78,618 | 0.0% | 0.35% | -14.8% | |
MA | Buy | MASTERCARD INCORPORATED CL Astock | $4,132,000 | -0.7% | 14,531 | +10.2% | 0.34% | -5.5% |
PANW | Buy | PALO ALTO NETWORKS INC COMstock | $3,979,000 | -17.3% | 24,293 | +149.4% | 0.33% | -21.3% |
SJNK | Buy | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $3,936,000 | +1363.2% | 165,533 | +1381.8% | 0.33% | +1270.8% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $3,818,000 | +15.2% | 36,539 | +24.1% | 0.32% | +9.6% |
DG | Buy | DOLLAR GEN CORP NEW COMstock | $3,708,000 | +6.6% | 15,460 | +9.1% | 0.31% | +1.3% |
EL | Buy | LAUDER ESTEE COS INC CL Astock | $3,671,000 | -4.4% | 17,004 | +12.8% | 0.31% | -9.2% |
UBER | Buy | UBER TECHNOLOGIES INC COMstock | $3,516,000 | +41.9% | 132,674 | +9.5% | 0.29% | +35.0% |
SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $3,439,000 | +1.5% | 61,621 | +5.5% | 0.29% | -3.4% |
NEE | Sell | NEXTERA ENERGY INC COMstock | $3,433,000 | -18.6% | 43,786 | -19.6% | 0.29% | -22.4% |
FB | Buy | META PLATFORMS INC CL Astock | $3,418,000 | -4.1% | 25,194 | +14.0% | 0.28% | -8.9% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $3,314,000 | +7.3% | 20,285 | +16.6% | 0.28% | +2.2% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED COMstock | $3,308,000 | -14.5% | 12,019 | +13.7% | 0.28% | -18.6% |
NKE | Buy | NIKE INC CL Bstock | $3,276,000 | -6.9% | 39,408 | +14.4% | 0.27% | -11.7% |
SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $3,167,000 | +10.9% | 52,318 | +14.9% | 0.26% | +5.2% |
MDT | Buy | MEDTRONIC PLC SHSstock | $3,154,000 | +9.6% | 39,053 | +21.8% | 0.26% | +4.0% |
SCHV | Buy | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $3,125,000 | -3.2% | 53,403 | +3.3% | 0.26% | -7.8% |
MELI | Buy | MERCADOLIBRE INC COMstock | $3,021,000 | +42.4% | 3,649 | +9.5% | 0.25% | +35.5% |
MMM | Buy | 3M CO COMstock | $2,953,000 | +4.9% | 26,728 | +22.9% | 0.25% | -0.4% |
DIS | Buy | DISNEY WALT CO COMstock | $2,723,000 | +9.0% | 28,866 | +9.1% | 0.23% | +3.7% |
GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $2,514,000 | -10.7% | 8,578 | -9.5% | 0.21% | -15.0% |
EFG | Sell | ISHARES MSCI EAFE GROWTH ETFetf | $2,514,000 | -9.9% | 34,646 | -0.1% | 0.21% | -14.3% |
SCHZ | Buy | SCHWAB US AGGREGATE BOND ETFetf | $2,459,000 | +26.3% | 54,280 | +33.4% | 0.20% | +19.9% |
ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $2,445,000 | +6.7% | 9,502 | +15.1% | 0.20% | +1.5% |
AMAT | Buy | APPLIED MATLS INC COMstock | $2,347,000 | +4.3% | 28,645 | +15.8% | 0.20% | -0.5% |
IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFetf | $2,292,000 | +2.0% | 48,574 | +9.1% | 0.19% | -3.0% |
CTLT | Buy | CATALENT INC COMstock | $2,251,000 | -24.4% | 31,110 | +12.1% | 0.19% | -28.0% |
XSD | Buy | SPDR S&P SEMICONDUCTOR ETFetf | $2,057,000 | +5.8% | 13,523 | +5.5% | 0.17% | +0.6% |
UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $2,045,000 | +5281.6% | 12,657 | +6014.5% | 0.17% | +5600.0% |
XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $2,037,000 | +1.1% | 16,823 | +7.1% | 0.17% | -4.0% |
TROW | Buy | PRICE T ROWE GROUP INC COMstock | $1,965,000 | +41.9% | 18,709 | +53.5% | 0.16% | +34.4% |
DOCU | Buy | DOCUSIGN INC COMstock | $1,924,000 | +14.5% | 35,978 | +22.8% | 0.16% | +9.5% |
SHOP | Buy | SHOPIFY INC CL Astock | $1,911,000 | +34.2% | 70,936 | +55.6% | 0.16% | +28.0% |
IJH | Buy | ISHARES CORE S&P MID-CAP ETFetf | $1,852,000 | -2.9% | 8,446 | +0.2% | 0.16% | -7.2% |
HYLB | Buy | XTRACKERS USD HIGH YIELD CORPORATE BOND ETFetf | $1,856,000 | -2.9% | 56,681 | +0.0% | 0.16% | -7.7% |
RY | ROYAL BK CDA COMstock | $1,777,000 | -7.0% | 19,732 | 0.0% | 0.15% | -11.9% | |
ESGU | Buy | ISHARES ESG AWARE MSCI USA ETFetf | $1,741,000 | +0.3% | 21,919 | +5.9% | 0.14% | -4.6% |
SCHB | Sell | SCHWAB U.S. BROAD MARKET ETFetf | $1,615,000 | -10.2% | 38,468 | -5.4% | 0.14% | -14.6% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $1,523,000 | +121.7% | 5,704 | +126.5% | 0.13% | +111.7% |
VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $1,500,000 | +58.9% | 8,357 | +66.9% | 0.12% | +50.6% |
ICSH | Sell | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $1,413,000 | -23.5% | 28,246 | -23.4% | 0.12% | -27.2% |
PHO | Buy | INVESCO WATER RESOURCES ETFetf | $1,388,000 | +4.7% | 30,345 | +5.8% | 0.12% | 0.0% |
MBB | Sell | ISHARES MBS ETFetf | $1,283,000 | -22.2% | 14,009 | -17.2% | 0.11% | -26.2% |
SPGI | Buy | S&P GLOBAL INC COMstock | $1,215,000 | +7.4% | 3,978 | +18.6% | 0.10% | +2.0% |
IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $1,196,000 | -8.4% | 5,683 | -4.8% | 0.10% | -13.0% |
RPV | Buy | INVESCO S&P 500 PURE VALUE ETFetf | $1,178,000 | -2.0% | 16,864 | +5.3% | 0.10% | -6.7% |
SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $1,165,000 | +5.6% | 30,807 | +8.9% | 0.10% | 0.0% |
XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $1,048,000 | +34833.3% | 15,699 | +43508.3% | 0.09% | – |
XSW | Buy | SPDR S&P SOFTWARE & SERVICES ETFetf | $1,025,000 | +4.6% | 9,569 | +8.3% | 0.09% | 0.0% |
Buy | SHELL PLC SPON ADSadr | $1,003,000 | -3.7% | 20,148 | +1.2% | 0.08% | -7.7% | |
TDOC | Buy | TELADOC HEALTH INC COMstock | $946,000 | -6.2% | 37,313 | +22.8% | 0.08% | -11.2% |
SCZ | Sell | ISHARES MSCI EAFE SMALL-CAP ETFetf | $885,000 | -10.7% | 18,138 | -0.1% | 0.07% | -14.9% |
QQQM | Buy | INVESCO NASDAQ 100 ETFetf | $853,000 | +55.9% | 7,754 | +63.4% | 0.07% | +47.9% |
IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $778,000 | -17.1% | 34,520 | 0.0% | 0.06% | -20.7% | |
RDFN | Buy | REDFIN CORP COMstock | $764,000 | -8.0% | 130,778 | +29.8% | 0.06% | -12.3% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $772,000 | -1.3% | 32,454 | +1.1% | 0.06% | -7.2% |
IBB | Buy | ISHARES BIOTECHNOLOGY ETFetf | $736,000 | +2966.7% | 6,296 | +3032.3% | 0.06% | +2950.0% |
BNS | BANK NOVA SCOTIA HALIFAX COMstock | $710,000 | -19.7% | 14,932 | 0.0% | 0.06% | -24.4% | |
ORCL | Buy | ORACLE CORP COMstock | $667,000 | -12.1% | 10,928 | +0.6% | 0.06% | -16.4% |
VNLA | Sell | JANUS HENDERSON SHORT DURATION INCOME ETFetf | $607,000 | -39.4% | 12,511 | -39.3% | 0.05% | -42.0% |
IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $594,000 | -5.1% | 4,366 | +1.1% | 0.05% | -9.1% |
GLD | Buy | SPDR GOLD SHARESetf | $588,000 | -4.4% | 3,800 | +4.1% | 0.05% | -9.3% |
QQQ | New | INVESCO QQQ TRUSTput | $581,000 | – | 2,000 | +100.0% | 0.05% | – |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $529,000 | 0.0% | 5,571 | +7.0% | 0.04% | -4.3% |
IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $517,000 | +30.2% | 12,027 | +48.6% | 0.04% | +22.9% |
SPYD | Buy | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $467,000 | +44.1% | 13,172 | +62.3% | 0.04% | +39.3% |
CL | COLGATE PALMOLIVE CO COMstock | $444,000 | -12.3% | 6,320 | 0.0% | 0.04% | -15.9% | |
VB | Buy | VANGUARD SMALL-CAP ETFetf | $439,000 | +33.4% | 2,568 | +37.5% | 0.04% | +27.6% |
SPY | Buy | SPDR S&P 500 ETF TRUSTetf | $438,000 | +210.6% | 1,226 | +227.8% | 0.04% | +208.3% |
EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $428,000 | -9.9% | 7,505 | 0.0% | 0.04% | -14.3% | |
VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $430,000 | -97.5% | 5,364 | -97.2% | 0.04% | -97.6% |
XLG | Buy | INVESCO S&P 500 TOP 50 ETFetf | $417,000 | +218.3% | 1,547 | +239.3% | 0.04% | +218.2% |
TSLA | Buy | TESLA INC COMstock | $406,000 | +43.0% | 1,529 | +263.2% | 0.03% | +36.0% |
DGRW | New | WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDetf | $390,000 | – | 7,226 | +100.0% | 0.03% | – |
ETN | Sell | EATON CORP PLC SHSstock | $357,000 | +4.4% | 2,679 | -1.2% | 0.03% | 0.0% |
TQQQ | Buy | PROSHARES ULTRAPRO QQQetf | $363,000 | +441.8% | 18,808 | +575.8% | 0.03% | +400.0% |
INTC | Buy | INTEL CORP COMstock | $363,000 | +53.8% | 14,069 | +122.8% | 0.03% | +42.9% |
MDY | New | SPDR S&P MIDCAP 400 ETF TRUSTetf | $351,000 | – | 873 | +100.0% | 0.03% | – |
PG | Buy | PROCTER AND GAMBLE CO COMstock | $351,000 | -10.7% | 2,783 | +1.8% | 0.03% | -14.7% |
HEDJ | Sell | WISDOMTREE EUROPE HEDGED EQUITY FUNDetf | $351,000 | -5.9% | 5,647 | -0.7% | 0.03% | -12.1% |
AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $330,000 | -2.9% | 3,428 | +2.4% | 0.03% | -6.7% |
VFH | Buy | VANGUARD FINANCIALS ETFetf | $318,000 | -1.5% | 4,276 | +2.2% | 0.03% | -3.6% |
GSY | Sell | INVESCO ULTRA SHORT DURATION ETFetf | $321,000 | -12.3% | 6,499 | -12.0% | 0.03% | -15.6% |
MINT | Sell | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $327,000 | -9.4% | 3,306 | -9.2% | 0.03% | -15.6% |
DE | Sell | DEERE & CO COMstock | $311,000 | +8.0% | 931 | -3.2% | 0.03% | +4.0% |
HSY | Buy | HERSHEY CO COMstock | $308,000 | +6.2% | 1,396 | +3.5% | 0.03% | +4.0% |
MPLX | Buy | MPLX LP COM UNIT REP LTDstock | $306,000 | +32.5% | 10,203 | +28.6% | 0.03% | +30.0% |
LOW | Sell | LOWES COS INC COMstock | $315,000 | +6.4% | 1,677 | -1.1% | 0.03% | 0.0% |
IVV | Buy | ISHARES CORE S&P 500 ETFetf | $295,000 | +25.0% | 824 | +32.1% | 0.02% | +19.0% |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $300,000 | +108.3% | 8,252 | +133.7% | 0.02% | +92.3% |
SCHF | SCHWAB INTERNATIONAL EQUITY ETFetf | $305,000 | -10.6% | 10,832 | 0.0% | 0.02% | -16.7% | |
VTWO | Buy | VANGUARD RUSSELL 2000 ETFetf | $290,000 | -1.7% | 4,346 | +0.6% | 0.02% | -7.7% |
GIS | Sell | GENERAL MLS INC COMstock | $271,000 | -1.5% | 3,535 | -3.0% | 0.02% | -4.2% |
JKHY | Buy | HENRY JACK & ASSOC INC COMstock | $270,000 | +3.4% | 1,484 | +2.3% | 0.02% | 0.0% |
VO | Sell | VANGUARD MID-CAP ETFetf | $276,000 | -9.5% | 1,467 | -5.4% | 0.02% | -14.8% |
VDE | Buy | VANGUARD ENERGY ETFetf | $265,000 | +71.0% | 2,604 | +66.6% | 0.02% | +57.1% |
BX | Sell | BLACKSTONE INC COMstock | $265,000 | -29.5% | 3,168 | -23.2% | 0.02% | -33.3% |
MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $252,000 | +6.8% | 5,295 | +7.2% | 0.02% | 0.0% |
RYT | Buy | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFetf | $244,000 | -3.9% | 1,077 | +0.4% | 0.02% | -9.1% |
EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETFetf | $225,000 | -7.0% | 5,076 | 0.0% | 0.02% | -9.5% | |
IAU | Buy | ISHARES GOLD TRUSTetf | $229,000 | – | 7,273 | +363550.0% | 0.02% | – |
BMO | BANK MONTREAL QUE COMstock | $228,000 | -8.8% | 2,603 | 0.0% | 0.02% | -13.6% | |
VTV | Buy | VANGUARD VALUE ETFetf | $211,000 | -5.8% | 1,705 | +0.2% | 0.02% | -10.0% |
WELL | Sell | WELLTOWER INC COMreit | $218,000 | -22.7% | 3,384 | -1.2% | 0.02% | -28.0% |
LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $208,000 | +670.4% | 2,033 | +726.4% | 0.02% | +750.0% |
SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $205,000 | +1105.9% | 7,949 | +1231.5% | 0.02% | +1600.0% |
MDYV | New | SPDR S&P 400 MID CAP VALUE ETFetf | $207,000 | – | 3,579 | +100.0% | 0.02% | – |
LTPZ | New | PIMCO 15 YEAR US TIPS INDEX ETFetf | $195,000 | – | 3,484 | +100.0% | 0.02% | – |
NVDA | Buy | NVIDIA CORPORATION COMstock | $187,000 | +142.9% | 1,537 | +204.4% | 0.02% | +128.6% |
SLYV | New | SPDR S&P 600 SMALL CAP VALUE ETFetf | $196,000 | – | 2,924 | +100.0% | 0.02% | – |
BHF | Buy | BRIGHTHOUSE FINL INC COMstock | $189,000 | +1.6% | 184,009 | +1.4% | 0.02% | 0.0% |
CWB | Sell | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFetf | $196,000 | -2.5% | 3,093 | -0.8% | 0.02% | -11.1% |
ENB | ENBRIDGE INC COMstock | $189,000 | -12.1% | 5,081 | 0.0% | 0.02% | -15.8% | |
OHI | Buy | OMEGA HEALTHCARE INVS INC COMreit | $177,000 | +13.5% | 6,017 | +9.1% | 0.02% | +7.1% |
WMT | Buy | WALMART INC COMstock | $180,000 | +11.1% | 1,389 | +4.0% | 0.02% | +7.1% |
IRM | Buy | IRON MTN INC DEL COMreit | $178,000 | +24.5% | 4,046 | +38.2% | 0.02% | +15.4% |
BCE | Sell | BCE INC COM NEWstock | $163,000 | -25.9% | 3,894 | -13.1% | 0.01% | -26.3% |
WDIV | Sell | SPDR S&P GLOBAL DIVIDEND ETFetf | $168,000 | -42.7% | 3,148 | -33.8% | 0.01% | -46.2% |
ET | Sell | ENERGY TRANSFER L P COM UT LTD PTNstock | $173,000 | +0.6% | 15,726 | -8.7% | 0.01% | -6.7% |
VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $168,000 | +82.6% | 4,591 | +107.4% | 0.01% | +75.0% |
CMBS | Sell | ISHARES CMBS ETFetf | $169,000 | -9.1% | 3,683 | -5.0% | 0.01% | -12.5% |
IJR | Buy | ISHARES CORE S&P SMALL CAP ETFetf | $155,000 | +2.0% | 1,775 | +8.0% | 0.01% | 0.0% |
IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $150,000 | +6.4% | 1,165 | +14.0% | 0.01% | +8.3% |
SCHO | Sell | SCHWAB SHORT-TERM US TREASURY ETFetf | $156,000 | -17.5% | 3,242 | -15.6% | 0.01% | -23.5% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $151,000 | -4.4% | 2,117 | +2.9% | 0.01% | -7.1% |
AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $153,000 | -7.3% | 1,774 | +3.0% | 0.01% | -7.1% |
MCHP | Buy | MICROCHIP TECHNOLOGY INC. COMstock | $144,000 | +9.9% | 2,352 | +4.4% | 0.01% | +9.1% |
LGLV | Buy | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $138,000 | -5.5% | 1,120 | +0.1% | 0.01% | -7.7% |
FLTR | VANECK IG FLOATING RATE ETFetf | $144,000 | +0.7% | 5,797 | 0.0% | 0.01% | -7.7% | |
FNDX | Sell | SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETFetf | $138,000 | -99.4% | 2,897 | -99.4% | 0.01% | -99.4% |
GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $143,000 | -21.4% | 1,490 | +1695.2% | 0.01% | -25.0% |
TCPC | Buy | BLACKROCK TCP CAPITAL CORP COMcef | $132,000 | +38.9% | 12,037 | +58.7% | 0.01% | +37.5% |
BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $126,000 | +13.5% | 1,575 | +61.7% | 0.01% | +10.0% |
IUSB | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $134,000 | -4.3% | 3,000 | 0.0% | 0.01% | -8.3% | |
VV | New | VANGUARD LARGE-CAP ETFetf | $134,000 | – | 819 | +100.0% | 0.01% | – |
STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $127,000 | -25.3% | 2,380 | 0.0% | 0.01% | -26.7% | |
AIG | Buy | AMERICAN INTL GROUP INC COM NEWstock | $126,000 | +7.7% | 125,771 | +7.8% | 0.01% | +10.0% |
YUM | Buy | YUM BRANDS INC COMstock | $128,000 | -5.9% | 1,202 | +0.1% | 0.01% | -8.3% |
RYH | Buy | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFetf | $129,000 | +17.3% | 513 | +24.8% | 0.01% | +10.0% |
VNQI | Buy | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $129,000 | +43.3% | 3,372 | +66.3% | 0.01% | +37.5% |
SO | Buy | SOUTHERN CO COMstock | $118,000 | +4.4% | 1,741 | +9.6% | 0.01% | 0.0% |
DVN | DEVON ENERGY CORP NEW COMstock | $120,000 | +9.1% | 2,000 | 0.0% | 0.01% | 0.0% | |
PXD | Buy | PIONEER NAT RES CO COMstock | $119,000 | +981.8% | 550 | +1000.0% | 0.01% | +900.0% |
BTI | BRITISH AMERN TOB PLC SPONSORED ADRadr | $122,000 | -17.0% | 3,434 | 0.0% | 0.01% | -23.1% | |
IVW | Sell | ISHARES S&P 500 GROWTH ETFetf | $108,000 | -29.9% | 1,871 | -26.5% | 0.01% | -35.7% |
FM | ISHARES MSCI FRONTIER AND SELECT EM ETFetf | $110,000 | -9.8% | 4,534 | 0.0% | 0.01% | -18.2% | |
GOLD | Buy | BARRICK GOLD CORP COMstock | $105,000 | +6.1% | 6,744 | +20.9% | 0.01% | 0.0% |
MO | Sell | ALTRIA GROUP INC COMstock | $104,000 | -32.5% | 2,570 | -30.4% | 0.01% | -35.7% |
ITOT | Sell | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $113,000 | -11.0% | 1,424 | -5.8% | 0.01% | -18.2% |
AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $108,000 | +100.0% | 1,706 | +143.0% | 0.01% | +80.0% |
MS | Buy | MORGAN STANLEY COM NEWstock | $110,000 | +57.1% | 1,390 | +50.3% | 0.01% | +50.0% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $108,000 | -0.9% | 212 | +5.5% | 0.01% | -10.0% |
GDX | VANECK GOLD MINERS ETFetf | $102,000 | -12.1% | 4,226 | 0.0% | 0.01% | -10.0% | |
BAC | Sell | BK OF AMERICA CORP COMstock | $92,000 | -16.4% | 3,050 | -13.5% | 0.01% | -20.0% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $99,000 | -20.8% | 1,213 | -6.9% | 0.01% | -27.3% |
VHT | Buy | VANGUARD HEALTH CARE ETFetf | $98,000 | -3.0% | 438 | +2.3% | 0.01% | -11.1% |
ODFL | Buy | OLD DOMINION FREIGHT LINE INC COMstock | $100,000 | – | 402 | +100.0% | 0.01% | – |
TGT | Buy | TARGET CORP COMstock | $94,000 | +8.0% | 632 | +3.3% | 0.01% | 0.0% |
DGS | New | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $97,000 | – | 2,432 | +100.0% | 0.01% | – |
VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $90,000 | -6.2% | 2,005 | 0.0% | 0.01% | 0.0% | |
PM | Buy | PHILIP MORRIS INTL INC COMstock | $99,000 | -3.9% | 1,192 | +14.4% | 0.01% | -11.1% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $95,000 | +131.7% | 1,689 | +156.3% | 0.01% | +100.0% |
VLO | Buy | VALERO ENERGY CORP COMstock | $96,000 | 0.0% | 903 | +0.1% | 0.01% | 0.0% |
BA | Sell | BOEING CO COMstock | $101,000 | -51.0% | 837 | -44.6% | 0.01% | -55.6% |
JEF | Buy | JEFFERIES FINL GROUP INC COMstock | $95,000 | +9400.0% | 3,212 | +6324.0% | 0.01% | – |
XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $97,000 | +125.6% | 1,346 | +121.7% | 0.01% | +100.0% |
KR | Sell | KROGER CO COMstock | $101,000 | -10.6% | 2,319 | -2.6% | 0.01% | -20.0% |
YUMC | Buy | YUM CHINA HLDGS INC COMstock | $97,000 | -3.0% | 2,058 | +0.0% | 0.01% | -11.1% |
MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $99,000 | +2.1% | 666 | +6.4% | 0.01% | -11.1% |
New | ENOVIX CORPORATION COMstock | $92,000 | – | 5,000 | +100.0% | 0.01% | – | |
MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $91,000 | +5.8% | 408 | 0.0% | 0.01% | 0.0% | |
SNLN | HIGHLAND IBOXX SENIOR LOAN ETFetf | $95,000 | -1.0% | 6,515 | 0.0% | 0.01% | 0.0% | |
VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $93,000 | -27.3% | 8,202 | 0.0% | 0.01% | -27.3% | |
IWP | Sell | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $91,000 | -5.2% | 1,157 | -4.6% | 0.01% | 0.0% |
BAM | Buy | BROOKFIELD ASSET MGMT INC CL A LTD VT SHstock | $87,000 | +2800.0% | 2,138 | +3044.1% | 0.01% | – |
APD | Sell | AIR PRODS & CHEMS INC COMstock | $88,000 | -5.4% | 379 | -1.8% | 0.01% | -12.5% |
AVGO | Buy | BROADCOM INC COMstock | $89,000 | -1.1% | 201 | +8.6% | 0.01% | -12.5% |
ABT | Buy | ABBOTT LABS COMstock | $89,000 | -3.3% | 923 | +9.5% | 0.01% | -12.5% |
QCOM | Buy | QUALCOMM INC COMstock | $86,000 | +21.1% | 759 | +36.5% | 0.01% | +16.7% |
MLPA | Sell | GLOBAL X MLP ETFetf | $82,000 | -17.2% | 2,067 | -23.2% | 0.01% | -22.2% |
RJA | New | ELEMENTS ROGERS INTERNATIONAL COMMODITY INDEX-AGRICULTURE TOTAL RETURN ETNetf | $88,000 | – | 9,717 | +100.0% | 0.01% | – |
AMLP | Sell | ALERIAN MLP ETFetf | $80,000 | -39.4% | 2,183 | -43.0% | 0.01% | -41.7% |
UNP | Buy | UNION PAC CORP COMstock | $86,000 | 0.0% | 441 | +9.4% | 0.01% | -12.5% |
BIV | Buy | VANGUARD INTERMEDIATE-TERM BOND ETFetf | $80,000 | +25.0% | 1,092 | +33.3% | 0.01% | +16.7% |
GOVT | ISHARES U.S. TREASURY BOND ETFetf | $88,000 | -4.3% | 3,868 | 0.0% | 0.01% | -12.5% | |
JPST | JPMORGAN ULTRA-SHORT INCOME ETFetf | $82,000 | 0.0% | 1,642 | 0.0% | 0.01% | 0.0% | |
MGK | Sell | VANGUARD MEGA CAP GROWTH ETFetf | $68,000 | -99.5% | 389 | -99.5% | 0.01% | -99.5% |
SLV | ISHARES SILVER TRUSTetf | $67,000 | -5.6% | 3,835 | 0.0% | 0.01% | 0.0% | |
VT | Buy | VANGUARD TOTAL WORLD STOCK ETFetf | $70,000 | -6.7% | 882 | +0.5% | 0.01% | -14.3% |
VTR | VENTAS INC COMreit | $70,000 | -21.3% | 1,735 | 0.0% | 0.01% | -25.0% | |
KMI | Sell | KINDER MORGAN INC DEL COMstock | $67,000 | -14.1% | 4,012 | -13.5% | 0.01% | -14.3% |
AVA | Buy | AVISTA CORP COMstock | $66,000 | -13.2% | 1,777 | +1.1% | 0.01% | -14.3% |
XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDetf | $77,000 | -93.0% | 2,549 | -92.7% | 0.01% | -93.8% |
SPLK | SPLUNK INC COMstock | $76,000 | -15.6% | 1,017 | 0.0% | 0.01% | -25.0% | |
SYY | SYSCO CORP COMstock | $69,000 | -15.9% | 973 | 0.0% | 0.01% | -14.3% | |
MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $71,000 | -4.1% | 543 | 0.0% | 0.01% | 0.0% | |
KKR | KKR & CO INC COMstock | $75,000 | -7.4% | 1,745 | 0.0% | 0.01% | -14.3% | |
XBI | Buy | SPDR S&P BIOTECH ETFetf | $70,000 | +11.1% | 878 | +4.2% | 0.01% | 0.0% |
RPG | Buy | INVESCO S&P 500 PURE GROWTH ETFetf | $67,000 | -1.5% | 463 | +0.4% | 0.01% | 0.0% |
PTY | Buy | PIMCO CORPORATE & INCOME OPPOR COMcef | $66,000 | +1550.0% | 5,598 | +1694.2% | 0.01% | – |
XLB | Buy | MATERIALS SELECT SECTOR SPDR FUNDetf | $70,000 | +2233.3% | 1,034 | +2941.2% | 0.01% | – |
WFC | Buy | WELLS FARGO CO NEW COMstock | $74,000 | +111.4% | 1,829 | +104.1% | 0.01% | +100.0% |
VTIP | Buy | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $74,000 | -2.6% | 1,539 | +1.4% | 0.01% | -14.3% |
ABC | Buy | AMERISOURCEBERGEN CORP COMstock | $73,000 | -2.7% | 537 | +1.5% | 0.01% | -14.3% |
AZN | ASTRAZENECA PLC SPONSORED ADRadr | $55,000 | -16.7% | 1,000 | 0.0% | 0.01% | -16.7% | |
UAL | Buy | UNITED AIRLS HLDGS INC COMstock | $60,000 | -6.2% | 1,859 | +2.8% | 0.01% | -16.7% |
Sell | WARNER BROS DISCOVERY INC COM SER Astock | $54,000 | -29.9% | 4,696 | -18.1% | 0.01% | -28.6% | |
PDI | PIMCO DYNAMIC INCOME FD SHScef | $65,000 | -7.1% | 3,354 | 0.0% | 0.01% | -16.7% | |
BXMT | BLACKSTONE MTG TR INC COM CL Areit | $65,000 | -16.7% | 2,802 | 0.0% | 0.01% | -28.6% | |
IGM | ISHARES EXPANDED TECH SECTOR ETFetf | $56,000 | -5.1% | 201 | 0.0% | 0.01% | 0.0% | |
VIS | VANGUARD INDUSTRIALS ETFetf | $63,000 | -3.1% | 400 | 0.0% | 0.01% | -16.7% | |
NFLX | Sell | NETFLIX INC COMstock | $56,000 | +33.3% | 237 | -1.7% | 0.01% | +25.0% |
MSM | MSC INDL DIRECT INC CL Astock | $57,000 | -3.4% | 780 | 0.0% | 0.01% | 0.0% | |
ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $63,000 | +6.8% | 277 | -0.7% | 0.01% | 0.0% |
HF SINCLAIR CORP COMstock | $59,000 | +18.0% | 1,104 | 0.0% | 0.01% | +25.0% | ||
IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $64,000 | -3.0% | 629 | 0.0% | 0.01% | -16.7% | |
BP | Buy | BP PLC SPONSORED ADRadr | $62,000 | 0.0% | 2,179 | +0.1% | 0.01% | 0.0% |
IEI | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $65,000 | -4.4% | 568 | 0.0% | 0.01% | -16.7% | |
DBA | New | INVESCO DB AGRICULTURE FUNDetf | $60,000 | – | 3,000 | +100.0% | 0.01% | – |
FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf | $64,000 | -8.6% | 1,983 | 0.0% | 0.01% | -16.7% | |
ANGL | Buy | VANECK FALLEN ANGEL HIGH YIELD BOND ETFetf | $63,000 | +31.2% | 2,383 | +33.7% | 0.01% | +25.0% |
VXF | Buy | VANGUARD EXTENDED MARKET ETFetf | $54,000 | +170.0% | 428 | +185.3% | 0.01% | +150.0% |
SPHD | Buy | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $55,000 | -9.8% | 1,400 | +1.2% | 0.01% | 0.0% |
VUG | VANGUARD GROWTH ETFetf | $54,000 | -5.3% | 254 | 0.0% | 0.01% | 0.0% | |
GDV | Sell | GABELLI DIVID & INCOME TR COMcef | $60,000 | -48.3% | 3,184 | -44.1% | 0.01% | -50.0% |
KMB | KIMBERLY-CLARK CORP COMstock | $51,000 | -16.4% | 451 | 0.0% | 0.00% | -20.0% | |
LRCX | LAM RESEARCH CORP COMstock | $45,000 | -13.5% | 122 | 0.0% | 0.00% | -20.0% | |
CCJ | New | CAMECO CORP COMstock | $47,000 | – | 1,763 | +100.0% | 0.00% | – |
PAA | Sell | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $45,000 | +2.3% | 4,293 | -4.3% | 0.00% | 0.0% |
BIIB | BIOGEN INC COMstock | $53,000 | +29.3% | 200 | 0.0% | 0.00% | 0.0% | |
FNV | FRANCO NEV CORP COMstock | $43,000 | -8.5% | 360 | 0.0% | 0.00% | 0.0% | |
CBRE | CBRE GROUP INC CL Astock | $47,000 | -9.6% | 703 | 0.0% | 0.00% | -20.0% | |
ED | CONSOLIDATED EDISON INC COMstock | $51,000 | -10.5% | 600 | 0.0% | 0.00% | -20.0% | |
Buy | WOLFSPEED INC COMstock | $42,000 | +1300.0% | 411 | +774.5% | 0.00% | – | |
FORGEROCK INC CL Astock | $51,000 | -32.0% | 3,492 | 0.0% | 0.00% | -42.9% | ||
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $47,000 | -17.5% | 1,506 | +0.1% | 0.00% | -20.0% |
CII | BLACKROCK ENHANCD CAP & INM FD COMcef | $51,000 | -5.6% | 3,100 | 0.0% | 0.00% | -20.0% | |
NSC | Sell | NORFOLK SOUTHN CORP COMstock | $49,000 | -10.9% | 232 | -4.1% | 0.00% | -20.0% |
TGIF | SOFI WEEKLY INCOME ETFetf | $43,000 | -2.3% | 475 | 0.0% | 0.00% | 0.0% | |
HRB | BLOCK H & R INC COMstock | $43,000 | +22.9% | 1,000 | 0.0% | 0.00% | +33.3% | |
MLM | MARTIN MARIETTA MATLS INC COMstock | $43,000 | +7.5% | 134 | 0.0% | 0.00% | 0.0% | |
HPQ | Buy | HP INC COMstock | $44,000 | -24.1% | 1,766 | +0.1% | 0.00% | -20.0% |
HUBB | HUBBELL INC COMstock | $45,000 | +25.0% | 200 | 0.0% | 0.00% | +33.3% | |
BHP | Buy | BHP GROUP LTD SPONSORED ADSadr | $48,000 | +14.3% | 950 | +26.7% | 0.00% | 0.0% |
UL | UNILEVER PLC SPON ADR NEWadr | $43,000 | -4.4% | 975 | 0.0% | 0.00% | 0.0% | |
QUAL | ISHARES MSCI USA QUALITY FACTOR ETFetf | $53,000 | -7.0% | 514 | 0.0% | 0.00% | -20.0% | |
OLP | ONE LIBERTY PPTYS INC COMreit | $51,000 | -19.0% | 2,442 | 0.0% | 0.00% | -33.3% | |
ADI | Buy | ANALOG DEVICES INC COMstock | $42,000 | -2.3% | 304 | +2.4% | 0.00% | 0.0% |
EOG | Buy | EOG RES INC COMstock | $44,000 | +25.7% | 397 | +24.8% | 0.00% | +33.3% |
CMCSA | Sell | COMCAST CORP NEW CL Astock | $52,000 | -35.0% | 1,764 | -13.9% | 0.00% | -42.9% |
AOM | ISHARES CORE MODERATE ALLOCATION ETFetf | $42,000 | -6.7% | 1,150 | 0.0% | 0.00% | 0.0% | |
IGIB | Sell | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $52,000 | -7.1% | 1,073 | -1.4% | 0.00% | -20.0% |
SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $44,000 | -4.3% | 1,042 | +0.4% | 0.00% | 0.0% |
USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $50,000 | -5.7% | 1,041 | 0.0% | 0.00% | -20.0% | |
BDX | Sell | BECTON DICKINSON & CO COMstock | $44,000 | -12.0% | 196 | -3.4% | 0.00% | 0.0% |
IWB | New | ISHARES RUSSELL 1000 ETFetf | $50,000 | – | 252 | +100.0% | 0.00% | – |
VGT | Sell | VANGUARD INFORMATION TECHNOLOGY ETFetf | $44,000 | -13.7% | 142 | -9.6% | 0.00% | 0.0% |
VGIT | Buy | VANGUARD INTERMEDIATE-TERM TREASURY ETFetf | $42,000 | +147.1% | 726 | +156.5% | 0.00% | +300.0% |
Buy | GENERAL ELECTRIC CO COM NEWstock | $52,000 | 0.0% | 848 | +4.2% | 0.00% | -20.0% | |
CMP | Buy | COMPASS MINERALS INTL INC COMstock | $53,000 | +10.4% | 1,368 | +0.4% | 0.00% | 0.0% |
TRP | TC ENERGY CORP COMstock | $46,000 | -22.0% | 1,140 | 0.0% | 0.00% | -20.0% | |
DIA | Buy | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTetf | $51,000 | +240.0% | 177 | +254.0% | 0.00% | +300.0% |
O | Buy | REALTY INCOME CORP COMreit | $32,000 | -11.1% | 547 | +4.0% | 0.00% | 0.0% |
PBA | PEMBINA PIPELINE CORP COMstock | $36,000 | -14.3% | 1,190 | 0.0% | 0.00% | -25.0% | |
DELL | Sell | DELL TECHNOLOGIES INC CL Cstock | $33,000 | -36.5% | 957 | -14.2% | 0.00% | -40.0% |
SPEM | New | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $37,000 | – | 1,195 | +100.0% | 0.00% | – |
TMUS | T-MOBILE US INC COMstock | $35,000 | -2.8% | 264 | 0.0% | 0.00% | 0.0% | |
VCIT | Buy | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $39,000 | +254.5% | 511 | +284.2% | 0.00% | +200.0% |
NKSH | NATIONAL BANKSHARES INC VA COMstock | $34,000 | +9.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $41,000 | -2.4% | 816 | +2.8% | 0.00% | -25.0% |
CG | Sell | CARLYLE GROUP INC COMstock | $39,000 | -23.5% | 1,525 | -4.4% | 0.00% | -25.0% |
AXP | Sell | AMERICAN EXPRESS CO COMstock | $37,000 | -9.8% | 273 | -6.5% | 0.00% | -25.0% |
ALL | ALLSTATE CORP COMstock | $38,000 | -2.6% | 304 | 0.0% | 0.00% | 0.0% | |
VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $35,000 | -2.8% | 474 | 0.0% | 0.00% | 0.0% | |
ARKK | ARK INNOVATION ETFetf | $36,000 | -5.3% | 948 | 0.0% | 0.00% | 0.0% | |
GSLC | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $34,000 | -5.6% | 483 | 0.0% | 0.00% | 0.0% | |
HSBC | HSBC HLDGS PLC SPON ADR NEWadr | $32,000 | -20.0% | 1,224 | 0.0% | 0.00% | -25.0% | |
LHX | Sell | L3HARRIS TECHNOLOGIES INC COMstock | $33,000 | -19.5% | 159 | -5.4% | 0.00% | -25.0% |
GLW | CORNING INC COMstock | $35,000 | -7.9% | 1,200 | 0.0% | 0.00% | 0.0% | |
FDS | Sell | FACTSET RESH SYS INC COMstock | $32,000 | -8.6% | 81 | -12.0% | 0.00% | 0.0% |
DRI | DARDEN RESTAURANTS INC COMstock | $33,000 | +10.0% | 264 | 0.0% | 0.00% | 0.0% | |
BAX | BAXTER INTL INC COMstock | $32,000 | -17.9% | 600 | 0.0% | 0.00% | 0.0% | |
VONG | VANGUARD RUSSELL 1000 GROWTH ETFetf | $38,000 | -2.6% | 701 | 0.0% | 0.00% | 0.0% | |
CWH | New | CAMPING WORLD HLDGS INC CL Astock | $38,000 | – | 1,500 | +100.0% | 0.00% | – |
VONV | VANGUARD RUSSELL 1000 VALUE ETFetf | $33,000 | -8.3% | 561 | 0.0% | 0.00% | 0.0% | |
ROKU | ROKU INC COM CL Astock | $31,000 | -31.1% | 543 | 0.0% | 0.00% | -25.0% | |
SRVR | New | PACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETFetf | $36,000 | – | 1,250 | +100.0% | 0.00% | – |
WLTW | WILLIS TOWERS WATSON PLC LTD SHSstock | $30,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
BOND | PIMCO ACTIVE BOND ETFetf | $34,000 | -5.6% | 380 | 0.0% | 0.00% | 0.0% | |
GRMN | Buy | GARMIN LTD SHSstock | $41,000 | -18.0% | 510 | +0.8% | 0.00% | -25.0% |
SWK | Buy | STANLEY BLACK & DECKER INC COMstock | $34,000 | -27.7% | 448 | +0.9% | 0.00% | -25.0% |
IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $37,000 | +5.7% | 226 | +10.2% | 0.00% | 0.0% |
KHC | Buy | KRAFT HEINZ CO COMstock | $31,000 | -6.1% | 934 | +9.6% | 0.00% | 0.0% |
LVS | LAS VEGAS SANDS CORP COMstock | $30,000 | +11.1% | 800 | 0.0% | 0.00% | +50.0% | |
IWO | ISHARES RUSSELL 2000 GROWTH ETFetf | $36,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% | |
DFAT | New | DIMENSIONAL U.S. TARGETED VALUE ETFetf | $40,000 | – | 1,023 | +100.0% | 0.00% | – |
EAGG | Buy | ISHARES ESG AWARE US AGGREGATE BOND ETFetf | $33,000 | -2.9% | 703 | +2.5% | 0.00% | 0.0% |
CLX | Sell | CLOROX CO DEL COMstock | $38,000 | -11.6% | 292 | -4.6% | 0.00% | -25.0% |
IBMK | ISHARES IBONDS DEC 2022 TERM MUNI BOND ETFetf | $34,000 | 0.0% | 1,322 | 0.0% | 0.00% | 0.0% | |
IBML | ISHARES IBONDS DEC 2023 TERM MUNI BOND ETFetf | $38,000 | -2.6% | 1,520 | 0.0% | 0.00% | 0.0% | |
ETY | EATON VANCE TAX-MANAGED DIVERS COMcef | $35,000 | -5.4% | 3,231 | 0.0% | 0.00% | 0.0% | |
MKL | MARKEL CORP COMstock | $33,000 | -15.4% | 30 | 0.0% | 0.00% | 0.0% | |
QTEC | Buy | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDetf | $31,000 | -6.1% | 298 | +2.4% | 0.00% | 0.0% |
TRV | TRAVELERS COMPANIES INC COMstock | $32,000 | -11.1% | 210 | 0.0% | 0.00% | 0.0% | |
DEO | Buy | DIAGEO PLC SPON ADR NEWadr | $41,000 | +17.1% | 242 | +19.8% | 0.00% | 0.0% |
IEUR | ISHARES CORE MSCI EUROPE ETFetf | $39,000 | -13.3% | 996 | 0.0% | 0.00% | -25.0% | |
IPAC | ISHARES CORE MSCI PACIFIC ETFetf | $34,000 | -8.1% | 710 | 0.0% | 0.00% | 0.0% | |
PYPL | Sell | PAYPAL HLDGS INC COMstock | $38,000 | -9.5% | 441 | -26.9% | 0.00% | -25.0% |
IBMM | ISHARES IBONDS DEC 2024 TERM MUNI BOND ETFetf | $38,000 | -2.6% | 1,506 | 0.0% | 0.00% | 0.0% | |
NVS | Buy | NOVARTIS AG SPONSORED ADRadr | $35,000 | 0.0% | 454 | +9.7% | 0.00% | 0.0% |
WM | Sell | WASTE MGMT INC DEL COMstock | $37,000 | -2.6% | 230 | -7.3% | 0.00% | 0.0% |
K | KELLOGG CO COMstock | $37,000 | -2.6% | 527 | 0.0% | 0.00% | 0.0% | |
APOLLO GLOBAL MGMT INC COMstock | $30,000 | -3.2% | 643 | 0.0% | 0.00% | 0.0% | ||
BBY | BEST BUY INC COMstock | $32,000 | -3.0% | 500 | 0.0% | 0.00% | 0.0% | |
VPL | Sell | VANGUARD FTSE PACIFIC ETFetf | $19,000 | -72.1% | 333 | -68.8% | 0.00% | -66.7% |
SQ | Sell | BLOCK INC CL Astock | $20,000 | -9.1% | 360 | -1.4% | 0.00% | 0.0% |
SNOW | Sell | SNOWFLAKE INC CL Astock | $29,000 | +7.4% | 170 | -13.3% | 0.00% | 0.0% |
RGR | New | STURM RUGER & CO INC COMstock | $25,000 | – | 493 | +100.0% | 0.00% | – |
HAL | Buy | HALLIBURTON CO COMstock | $28,000 | +55.6% | 1,150 | +100.0% | 0.00% | 0.0% |
HASI | HANNON ARMSTRONG SUST INFR CAP COMreit | $28,000 | -22.2% | 945 | 0.0% | 0.00% | -33.3% | |
CRUS | CIRRUS LOGIC INC COMstock | $21,000 | -4.5% | 300 | 0.0% | 0.00% | 0.0% | |
GWW | GRAINGER W W INC COMstock | $22,000 | +10.0% | 45 | 0.0% | 0.00% | 0.0% | |
CTAS | CINTAS CORP COMstock | $19,000 | +5.6% | 49 | 0.0% | 0.00% | 0.0% | |
CNP | CENTERPOINT ENERGY INC COMstock | $22,000 | -4.3% | 775 | 0.0% | 0.00% | 0.0% | |
MHK | MOHAWK INDS INC COMstock | $18,000 | -28.0% | 200 | 0.0% | 0.00% | 0.0% | |
AB | Buy | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $19,000 | -9.5% | 535 | +7.0% | 0.00% | 0.0% |
HIBB | HIBBETT INC COMstock | $25,000 | +13.6% | 500 | 0.0% | 0.00% | 0.0% | |
TM | TOYOTA MOTOR CORP ADSadr | $26,000 | -16.1% | 200 | 0.0% | 0.00% | -33.3% | |
SENEA | SENECA FOODS CORP NEW CL Astock | $20,000 | -9.1% | 400 | 0.0% | 0.00% | 0.0% | |
SRE | SEMPRA COMstock | $18,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
UGI | UGI CORP NEW COMstock | $20,000 | -16.7% | 614 | 0.0% | 0.00% | 0.0% | |
XLRE | Sell | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $23,000 | -20.7% | 639 | -9.9% | 0.00% | -33.3% |
MRNA | Buy | MODERNA INC COMstock | $22,000 | +37.5% | 185 | +60.9% | 0.00% | +100.0% |
ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $21,000 | -19.2% | 118 | -15.7% | 0.00% | 0.0% |
UBA | URSTADT BIDDLE PPTYS INC CL Areit | $23,000 | -4.2% | 1,500 | 0.0% | 0.00% | 0.0% | |
SCHP | Buy | SCHWAB US TIPS ETFetf | $24,000 | -4.0% | 459 | +0.4% | 0.00% | 0.0% |
SCHH | Buy | SCHWAB U.S. REIT ETFetf | $24,000 | +300.0% | 1,301 | +376.6% | 0.00% | +100.0% |
DIV | Buy | GLOBAL X SUPERDIVIDEND US ETFetf | $20,000 | -9.1% | 1,132 | +1.5% | 0.00% | 0.0% |
SMH | Buy | VANECK SEMICONDUCTOR ETFetf | $23,000 | +4.5% | 125 | +16.8% | 0.00% | 0.0% |
VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFetf | $22,000 | -12.0% | 166 | -4.0% | 0.00% | 0.0% |
GOOD | GLADSTONE COMMERCIAL CORP COMreit | $19,000 | -17.4% | 1,200 | 0.0% | 0.00% | 0.0% | |
CEF | SPROTT PHYSICAL GOLD & SILVER TR UNITcef | $23,000 | -8.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
SNY | SANOFI SPONSORED ADRadr | $26,000 | -23.5% | 681 | 0.0% | 0.00% | -33.3% | |
CAG | CONAGRA BRANDS INC COMstock | $26,000 | -3.7% | 788 | 0.0% | 0.00% | 0.0% | |
VTEB | Buy | VANGUARD TAX-EXEMPT BOND ETFetf | $21,000 | -4.5% | 446 | +0.5% | 0.00% | 0.0% |
VBR | Buy | VANGUARD SMALL CAP VALUE ETFetf | $25,000 | +31.6% | 171 | +32.6% | 0.00% | 0.0% |
CPB | Buy | CAMPBELL SOUP CO COMstock | $19,000 | 0.0% | 401 | +0.2% | 0.00% | 0.0% |
VRTX | VERTEX PHARMACEUTICALS INC COMstock | $21,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
VTRS | Sell | VIATRIS INC COMstock | $21,000 | -22.2% | 2,422 | -7.1% | 0.00% | 0.0% |
ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $28,000 | +64.7% | 148 | +70.1% | 0.00% | +100.0% |
FOX | FOX CORP CL B COMstock | $29,000 | -3.3% | 1,000 | 0.0% | 0.00% | -33.3% | |
Buy | RIVIAN AUTOMOTIVE INC COM CL Astock | $23,000 | – | 702 | +4029.4% | 0.00% | – | |
WEC | Sell | WEC ENERGY GROUP INC COMstock | $18,000 | -18.2% | 202 | -6.5% | 0.00% | 0.0% |
F | Sell | FORD MTR CO DEL COMstock | $28,000 | -79.7% | 2,539 | -79.5% | 0.00% | -83.3% |
RHS | Buy | INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETFetf | $18,000 | -5.3% | 116 | +1.8% | 0.00% | 0.0% |
PGF | INVESCO FINANCIAL PREFERRED ETFetf | $24,000 | -4.0% | 1,599 | 0.0% | 0.00% | 0.0% | |
PZA | Buy | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETFetf | $19,000 | -5.0% | 844 | +1.0% | 0.00% | 0.0% |
BKLN | INVESCO SENIOR LOAN ETFetf | $26,000 | 0.0% | 1,267 | 0.0% | 0.00% | 0.0% | |
ZEN | Sell | ZENDESK INC COMstock | $18,000 | -5.3% | 232 | -11.8% | 0.00% | 0.0% |
PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $22,000 | +10.0% | 300 | 0.0% | 0.00% | 0.0% | |
PHD | PIONEER FLOATING RATE FUND INC COMcef | $23,000 | -4.2% | 2,700 | 0.0% | 0.00% | 0.0% | |
RCL | Sell | ROYAL CARIBBEAN GROUP COMstock | $23,000 | -8.0% | 600 | -15.3% | 0.00% | 0.0% |
IXN | Sell | ISHARES GLOBAL TECH ETFetf | $29,000 | -14.7% | 679 | -8.0% | 0.00% | -33.3% |
IEF | Buy | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $18,000 | +5.9% | 183 | +10.2% | 0.00% | +100.0% |
PAYX | Sell | PAYCHEX INC COMstock | $29,000 | -6.5% | 262 | -4.7% | 0.00% | -33.3% |
IWV | ISHARES RUSSELL 3000 ETFetf | $21,000 | -4.5% | 103 | 0.0% | 0.00% | 0.0% | |
PKG | PACKAGING CORP AMER COMstock | $22,000 | -21.4% | 200 | 0.0% | 0.00% | 0.0% | |
PCG | PG&E CORP COMstock | $27,000 | +22.7% | 2,166 | 0.0% | 0.00% | 0.0% | |
HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $19,000 | -5.0% | 273 | 0.0% | 0.00% | 0.0% | |
WRB | Buy | BERKLEY W R CORP COMstock | $29,000 | +31.8% | 451 | +43.2% | 0.00% | 0.0% |
FAST | FASTENAL CO COMstock | $28,000 | -6.7% | 600 | 0.0% | 0.00% | -33.3% | |
OKE | ONEOK INC NEW COMstock | $19,000 | -5.0% | 363 | 0.0% | 0.00% | 0.0% | |
IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $18,000 | +350.0% | 352 | +363.2% | 0.00% | – |
ISTB | ISHARES CORE 1-5 YEAR USD BOND ETFetf | $27,000 | -3.6% | 587 | 0.0% | 0.00% | 0.0% | |
DBI | DESIGNER BRANDS INC CL Astock | $20,000 | +17.6% | 1,328 | 0.0% | 0.00% | +100.0% | |
ESGD | Buy | ISHARES ESG AWARE MSCI EAFE ETFetf | $19,000 | -5.0% | 332 | +6.8% | 0.00% | 0.0% |
NRK | NUVEEN NEW YORK AMT QLT MUNICP COMcef | $28,000 | -12.5% | 2,853 | 0.0% | 0.00% | -33.3% | |
NVO | NOVO-NORDISK A S ADRadr | $24,000 | -7.7% | 236 | 0.0% | 0.00% | 0.0% | |
NOC | NORTHROP GRUMMAN CORP COMstock | $26,000 | -3.7% | 56 | 0.0% | 0.00% | 0.0% | |
ES | Sell | EVERSOURCE ENERGY COMstock | $29,000 | -34.1% | 369 | -29.2% | 0.00% | -50.0% |
ETSY | Sell | ETSY INC COMstock | $20,000 | +33.3% | 201 | -3.8% | 0.00% | +100.0% |
LH | LABORATORY CORP AMER HLDGS COM NEWstock | $18,000 | -14.3% | 90 | 0.0% | 0.00% | 0.0% | |
NYCB | NEW YORK CMNTY BANCORP INC COMstock | $18,000 | -5.3% | 2,100 | 0.0% | 0.00% | 0.0% | |
A | AGILENT TECHNOLOGIES INC COMstock | $18,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
NNN | Sell | NATIONAL RETAIL PROPERTIES INC COMreit | $19,000 | -36.7% | 465 | -32.7% | 0.00% | -33.3% |
MAGA | POINT BRIDGE AMERICA FIRST ETFetf | $21,000 | -4.5% | 625 | 0.0% | 0.00% | 0.0% | |
BLW | BLACKROCK LTD DURATION INCOME COM SHScef | $20,000 | 0.0% | 1,618 | 0.0% | 0.00% | 0.0% | |
ABNB | Buy | AIRBNB INC COM CL Astock | $18,000 | +38.5% | 167 | +16.0% | 0.00% | +100.0% |
EXG | EATON VANCE TAX-MANAGED GLOBAL COMcef | $29,000 | -6.5% | 3,982 | 0.0% | 0.00% | -33.3% | |
NOV | NOV INC COMstock | $19,000 | -5.0% | 1,200 | 0.0% | 0.00% | 0.0% | |
EW | New | EDWARDS LIFESCIENCES CORP COMstock | $25,000 | – | 300 | +100.0% | 0.00% | – |
ERJ | EMBRAER S.A. SPONSORED ADSadr | $26,000 | 0.0% | 3,000 | 0.0% | 0.00% | 0.0% | |
SCCO | Buy | SOUTHERN COPPER CORP COMstock | $18,000 | +5.9% | 400 | +14.3% | 0.00% | +100.0% |
LUV | Sell | SOUTHWEST AIRLS CO COMstock | $24,000 | -22.6% | 785 | -9.8% | 0.00% | -33.3% |
RWL | INVESCO S&P 500 REVENUE ETFetf | $13,000 | -7.1% | 200 | 0.0% | 0.00% | 0.0% | |
JHG | JANUS HENDERSON GROUP PLC ORD SHSstock | $14,000 | -17.6% | 707 | 0.0% | 0.00% | 0.0% | |
FPXI | Buy | FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETFetf | $11,000 | +266.7% | 300 | +376.2% | 0.00% | – |
COO | New | COOPER COS INC COM NEWstock | $7,000 | – | 25 | +100.0% | 0.00% | – |
JCI | JOHNSON CTLS INTL PLC SHSstock | $11,000 | 0.0% | 233 | 0.0% | 0.00% | 0.0% | |
LBTYA | LIBERTY GLOBAL PLC SHS CL Astock | $6,000 | -25.0% | 378 | 0.0% | 0.00% | 0.0% | |
LIN | New | LINDE PLC SHSstock | $9,000 | – | 35 | +100.0% | 0.00% | – |
PORTILLOS INC COM CL Astock | $15,000 | +25.0% | 738 | 0.0% | 0.00% | 0.0% | ||
ULVM | VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETFetf | $8,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% | |
CPRT | New | COPART INC COMstock | $7,000 | – | 68 | +100.0% | 0.00% | – |
NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $13,000 | 0.0% | 1,139 | 0.0% | 0.00% | 0.0% | |
POOL | New | POOL CORP COMstock | $9,000 | – | 29 | +100.0% | 0.00% | – |
INTU | INTUIT COMstock | $15,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
PLUG | New | PLUG POWER INC COM NEWstock | $14,000 | – | 690 | +100.0% | 0.00% | – |
PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFetf | $6,000 | 0.0% | 356 | 0.0% | 0.00% | 0.0% | |
IQV | IQVIA HLDGS INC COMstock | $9,000 | -18.2% | 52 | 0.0% | 0.00% | 0.0% | |
ROST | ROSS STORES INC COMstock | $12,000 | +20.0% | 148 | 0.0% | 0.00% | 0.0% | |
IRBT | IROBOT CORP COMstock | $6,000 | +50.0% | 109 | 0.0% | 0.00% | – | |
SKYY | FIRST TRUST CLOUD COMPUTING ETFetf | $13,000 | -7.1% | 217 | 0.0% | 0.00% | 0.0% | |
CB | Sell | CHUBB LIMITED COMstock | $7,000 | -70.8% | 40 | -66.7% | 0.00% | -50.0% |
FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUNDetf | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
BK | Sell | BANK NEW YORK MELLON CORP COMstock | $9,000 | -40.0% | 231 | -36.5% | 0.00% | 0.0% |
LOGI | Buy | LOGITECH INTL S A SHSstock | $14,000 | -12.5% | 310 | +3.3% | 0.00% | 0.0% |
FCX | Buy | FREEPORT-MCMORAN INC CL Bstock | $7,000 | +75.0% | 253 | +102.4% | 0.00% | – |
TEL | Buy | TE CONNECTIVITY LTD SHSstock | $6,000 | 0.0% | 58 | +16.0% | 0.00% | 0.0% |
LEMB | ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $9,000 | -10.0% | 279 | 0.0% | 0.00% | 0.0% | |
LUMN | LUMEN TECHNOLOGIES INC COMstock | $11,000 | -31.2% | 1,500 | 0.0% | 0.00% | 0.0% | |
CTVA | CORTEVA INC COMstock | $10,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% | |
VBK | VANGUARD SMALL-CAP GROWTH ETFetf | $15,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
ASML | Buy | ASML HOLDING N V N Y REGISTRY SHSadr | $9,000 | +80.0% | 22 | +100.0% | 0.00% | – |
ANET | ARISTA NETWORKS INC COMstock | $8,000 | +33.3% | 67 | 0.0% | 0.00% | 0.0% | |
ZROZ | Buy | PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX ETFetf | $11,000 | +57.1% | 113 | +82.3% | 0.00% | 0.0% |
VOT | Sell | VANGUARD MID-CAP GROWTH ETFetf | $8,000 | -81.4% | 45 | -81.8% | 0.00% | -75.0% |
MCK | MCKESSON CORP COMstock | $11,000 | +10.0% | 32 | 0.0% | 0.00% | 0.0% | |
AZZ | AZZ INC COMstock | $7,000 | -12.5% | 200 | 0.0% | 0.00% | 0.0% | |
EMR | Sell | EMERSON ELEC CO COMstock | $7,000 | -75.9% | 100 | -72.2% | 0.00% | -66.7% |
AFL | Sell | AFLAC INC COMstock | $16,000 | -11.1% | 290 | -10.8% | 0.00% | -50.0% |
GPS | Sell | GAP INC COMstock | $11,000 | -21.4% | 1,300 | -23.9% | 0.00% | 0.0% |
AMT | Buy | AMERICAN TOWER CORP NEW COMreit | $15,000 | +15.4% | 72 | +46.9% | 0.00% | 0.0% |
FDN | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $10,000 | -9.1% | 83 | 0.0% | 0.00% | 0.0% | |
GM | Sell | GENERAL MTRS CO COMstock | $8,000 | -94.5% | 256 | -94.4% | 0.00% | -92.3% |
MTB | M & T BK CORP COMstock | $8,000 | +14.3% | 44 | 0.0% | 0.00% | 0.0% | |
SHY | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $15,000 | 0.0% | 183 | 0.0% | 0.00% | 0.0% | |
PSX | Buy | PHILLIPS 66 COMstock | $10,000 | +150.0% | 129 | +152.9% | 0.00% | – |
TLK | P T TELEKOMUNIKASI INDONESIA SPONSORED ADRadr | $9,000 | 0.0% | 321 | 0.0% | 0.00% | 0.0% | |
IWR | Sell | ISHARES RUSSELL MIDCAP ETFetf | $16,000 | -56.8% | 250 | -56.5% | 0.00% | -66.7% |
PENN | Buy | PENN ENTERTAINMENT INC COMstock | $7,000 | – | 261 | +2272.7% | 0.00% | – |
IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf | $11,000 | -8.3% | 44 | 0.0% | 0.00% | 0.0% | |
VAW | VANGUARD MATERIALS ETFetf | $6,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
GPC | GENUINE PARTS CO COMstock | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% | |
SPSM | New | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $10,000 | – | 306 | +100.0% | 0.00% | – |
IJK | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $13,000 | 0.0% | 208 | 0.0% | 0.00% | 0.0% | |
MED | MEDIFAST INC COMstock | $11,000 | -38.9% | 100 | 0.0% | 0.00% | -50.0% | |
SMLV | SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETFetf | $10,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% | |
IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $12,000 | -7.7% | 95 | 0.0% | 0.00% | 0.0% | |
IBKR | New | INTERACTIVE BROKERS GROUP INC COM CL Astock | $7,000 | – | 111 | +100.0% | 0.00% | – |
SAP | SAP SE SPON ADRadr | $13,000 | -7.1% | 159 | 0.0% | 0.00% | 0.0% | |
VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFetf | $15,000 | -11.8% | 166 | 0.0% | 0.00% | 0.0% | |
DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $13,000 | -7.1% | 402 | 0.0% | 0.00% | 0.0% | |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $16,000 | +14.3% | 230 | +33.7% | 0.00% | 0.0% |
IJJ | Buy | ISHARES S&P MID-CAP 400 VALUE ETFetf | $17,000 | +30.8% | 189 | +34.0% | 0.00% | 0.0% |
IYR | ISHARES U.S. REAL ESTATE ETFetf | $6,000 | -14.3% | 75 | 0.0% | 0.00% | 0.0% | |
PH | Buy | PARKER-HANNIFIN CORP COMstock | $6,000 | +50.0% | 25 | +56.2% | 0.00% | – |
IYK | ISHARES U.S. CONSUMER STAPLES ETFetf | $15,000 | -6.2% | 82 | 0.0% | 0.00% | 0.0% | |
IJS | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $11,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% | |
ALGN | ALIGN TECHNOLOGY INC COMstock | $10,000 | -9.1% | 47 | 0.0% | 0.00% | 0.0% | |
AGZ | Buy | ISHARES AGENCY BOND ETFetf | $12,000 | +140.0% | 113 | +140.4% | 0.00% | – |
PLTR | Buy | PALANTIR TECHNOLOGIES INC CL Astock | $6,000 | +50.0% | 776 | +65.1% | 0.00% | – |
AAXJ | Sell | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETFetf | $12,000 | -20.0% | 212 | -3.6% | 0.00% | 0.0% |
ICLN | Buy | ISHARES GLOBAL CLEAN ENERGY ETFetf | $10,000 | 0.0% | 537 | +0.2% | 0.00% | 0.0% |
ACWX | ISHARES MSCI ACWI EX U.S. ETFetf | $6,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% | |
TJX | New | TJX COS INC NEW COMstock | $8,000 | – | 125 | +100.0% | 0.00% | – |
BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $17,000 | +240.0% | 353 | +242.7% | 0.00% | – |
EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $15,000 | -6.2% | 184 | 0.0% | 0.00% | 0.0% | |
FIS | Buy | FIDELITY NATL INFORMATION SVCS COMstock | $9,000 | +12.5% | 117 | +27.2% | 0.00% | 0.0% |
DXC | Buy | DXC TECHNOLOGY CO COMstock | $6,000 | -14.3% | 234 | +1.3% | 0.00% | 0.0% |
CMG | CHIPOTLE MEXICAN GRILL INC COMstock | $9,000 | +12.5% | 6 | 0.0% | 0.00% | 0.0% | |
OTIS | OTIS WORLDWIDE CORP COMstock | $7,000 | -12.5% | 114 | 0.0% | 0.00% | 0.0% | |
NDAQ | Buy | NASDAQ INC COMstock | $8,000 | -20.0% | 147 | +129.7% | 0.00% | 0.0% |
FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $7,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
KMX | CARMAX INC COMstock | $7,000 | -22.2% | 99 | 0.0% | 0.00% | 0.0% | |
New | GSK PLC SPONSORED ADRadr | $12,000 | – | 419 | +100.0% | 0.00% | – | |
IGSB | Sell | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $10,000 | -9.1% | 213 | -5.8% | 0.00% | 0.0% |
GPN | Sell | GLOBAL PMTS INC COMstock | $8,000 | -20.0% | 73 | -19.8% | 0.00% | 0.0% |
BSY | Buy | BENTLEY SYS INC COM CL Bstock | $10,000 | +400.0% | 324 | +332.0% | 0.00% | – |
PFF | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $16,000 | -5.9% | 515 | 0.0% | 0.00% | 0.0% | |
FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETFetf | $8,000 | -11.1% | 304 | 0.0% | 0.00% | 0.0% | |
ITA | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $14,000 | -6.7% | 153 | 0.0% | 0.00% | 0.0% | |
FDX | Sell | FEDEX CORP COMstock | $17,000 | -57.5% | 116 | -33.7% | 0.00% | -75.0% |
SPH | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $8,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
BLOK | Buy | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $11,000 | +22.2% | 602 | +15.3% | 0.00% | 0.0% |
New | ASPEN TECHNOLOGY INC COMstock | $6,000 | – | 26 | +100.0% | 0.00% | – | |
FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETFetf | $6,000 | 0.0% | 221 | 0.0% | 0.00% | 0.0% | |
INVA | New | INNOVIVA INC COMstock | $12,000 | – | 1,000 | +100.0% | 0.00% | – |
MINC | ADVISORSHARES NEWFLEET MULTI-SECTOR INCOME ETFetf | $15,000 | -6.2% | 341 | 0.0% | 0.00% | 0.0% | |
MPC | MARATHON PETE CORP COMstock | $11,000 | +22.2% | 111 | 0.0% | 0.00% | 0.0% | |
HFXI | IQ FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETFetf | $9,000 | -10.0% | 468 | 0.0% | 0.00% | 0.0% | |
OMC | OMNICOM GROUP INC COMstock | $8,000 | 0.0% | 131 | 0.0% | 0.00% | 0.0% | |
USMV | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $16,000 | -5.9% | 249 | 0.0% | 0.00% | 0.0% | |
PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $9,000 | 0.0% | 407 | 0.0% | 0.00% | 0.0% | |
IMAX | IMAX CORP COMstock | $6,000 | -14.3% | 423 | 0.0% | 0.00% | 0.0% | |
DAL | Sell | DELTA AIR LINES INC DEL COM NEWstock | $13,000 | -7.1% | 465 | -1.3% | 0.00% | 0.0% |
COIN | Sell | COINBASE GLOBAL INC COM CL Astock | $14,000 | +16.7% | 222 | -12.6% | 0.00% | 0.0% |
ADSK | AUTODESK INC COMstock | $6,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
OXYWS | Sell | OCCIDENTAL PETE CORP WT EXP 080327stock | $6,000 | -14.3% | 163 | -18.1% | 0.00% | 0.0% |
HYT | Buy | BLACKROCK CORPOR HI YLD FD INC COMcef | $14,000 | +600.0% | 1,600 | +700.0% | 0.00% | – |
OXY | Sell | OCCIDENTAL PETE CORP COMstock | $7,000 | -76.7% | 115 | -77.4% | 0.00% | -66.7% |
BSX | New | BOSTON SCIENTIFIC CORP COMstock | $9,000 | – | 242 | +100.0% | 0.00% | – |
ESGE | Buy | ISHARES ESG AWARE MSCI EM ETFetf | $9,000 | 0.0% | 317 | +16.5% | 0.00% | 0.0% |
UVV | UNIVERSAL CORP VA COMstock | $14,000 | -22.2% | 300 | 0.0% | 0.00% | -50.0% | |
STOR | Buy | STORE CAP CORP COMreit | $16,000 | +33.3% | 511 | +11.1% | 0.00% | 0.0% |
CCL | Sell | CARNIVAL CORP COMMON STOCKstock | $8,000 | -27.3% | 1,160 | -11.8% | 0.00% | 0.0% |
ORLY | Buy | OREILLY AUTOMOTIVE INC COMstock | $6,000 | – | 9 | +100.0% | 0.00% | – |
EXPO | New | EXPONENT INC COMstock | $8,000 | – | 86 | +100.0% | 0.00% | – |
RNP | COHEN & STEERS REIT & PFD & IN COMcef | $11,000 | -8.3% | 560 | 0.0% | 0.00% | 0.0% | |
ARKW | Buy | ARK NEXT GENERATION INTERNET ETFetf | $10,000 | – | 210 | +2000.0% | 0.00% | – |
HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETFetf | $10,000 | -9.1% | 338 | 0.0% | 0.00% | 0.0% | |
ANTM | ELEVANCE HEALTH INC COMstock | $13,000 | -7.1% | 29 | 0.0% | 0.00% | 0.0% | |
CARR | CARRIER GLOBAL CORPORATION COMstock | $8,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% | |
XLC | COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDetf | $10,000 | -16.7% | 215 | 0.0% | 0.00% | 0.0% | |
TYL | TYLER TECHNOLOGIES INC COMstock | $7,000 | +16.7% | 19 | 0.0% | 0.00% | 0.0% | |
EXC | EXELON CORP COMstock | $7,000 | -12.5% | 184 | 0.0% | 0.00% | 0.0% | |
AWK | Sell | AMERICAN WTR WKS CO INC NEW COMstock | $9,000 | -25.0% | 68 | -18.1% | 0.00% | 0.0% |
MAR | MARRIOTT INTL INC NEW CL Astock | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
ENR | ENERGIZER HLDGS INC NEW COMstock | $8,000 | -11.1% | 300 | 0.0% | 0.00% | 0.0% | |
NET | Buy | CLOUDFLARE INC CL A COMstock | $10,000 | +900.0% | 175 | +695.5% | 0.00% | – |
BKNG | Sell | BOOKING HOLDINGS INC COMstock | $8,000 | -20.0% | 5 | -16.7% | 0.00% | 0.0% |
LIT | Buy | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $14,000 | 0.0% | 206 | +10.8% | 0.00% | 0.0% |
CLF | CLEVELAND-CLIFFS INC NEW COMstock | $10,000 | -9.1% | 711 | 0.0% | 0.00% | 0.0% | |
BIO | BIO RAD LABS INC CL Astock | $6,000 | -14.3% | 14 | 0.0% | 0.00% | 0.0% | |
TSCO | Buy | TRACTOR SUPPLY CO COMstock | $17,000 | +30.8% | 91 | +31.9% | 0.00% | 0.0% |
QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARESetf | $7,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
NUS | NU SKIN ENTERPRISES INC CL Astock | $13,000 | -23.5% | 400 | 0.0% | 0.00% | 0.0% | |
STT | Sell | STATE STR CORP COMstock | $10,000 | -28.6% | 160 | -26.9% | 0.00% | 0.0% |
URA | New | GLOBAL X URANIUM ETFetf | $16,000 | – | 825 | +100.0% | 0.00% | – |
DMB | BNY MELLON MUN BD INFRASTRUCTU COM SHScef | $11,000 | -15.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
DLB | Buy | DOLBY LABORATORIES INC COM CL Astock | $7,000 | +250.0% | 101 | +236.7% | 0.00% | – |
TD | TORONTO DOMINION BK ONT COM NEWstock | $9,000 | -10.0% | 150 | 0.0% | 0.00% | 0.0% | |
MU | Buy | MICRON TECHNOLOGY INC COMstock | $14,000 | +1300.0% | 282 | +1181.8% | 0.00% | – |
DLTR | DOLLAR TREE INC COMstock | $13,000 | -13.3% | 93 | 0.0% | 0.00% | 0.0% | |
New | JACOBS SOLUTIONS INC COMstock | $9,000 | – | 87 | +100.0% | 0.00% | – | |
EBF | ENNIS INC COMstock | $8,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
NOW | SERVICENOW INC COMstock | $8,000 | -20.0% | 21 | 0.0% | 0.00% | 0.0% | |
SHW | Buy | SHERWIN WILLIAMS CO COMstock | $6,000 | +200.0% | 30 | +275.0% | 0.00% | – |
NDSN | New | NORDSON CORP COMstock | $10,000 | – | 45 | +100.0% | 0.00% | – |
JBLU | JETBLUE AWYS CORP COMstock | $15,000 | -16.7% | 2,205 | 0.0% | 0.00% | -50.0% | |
AL | Buy | AIR LEASE CORP CL Astock | $7,000 | -12.5% | 229 | +0.4% | 0.00% | 0.0% |
HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $7,000 | +16.7% | 594 | +38.5% | 0.00% | 0.0% |
THO | New | THOR INDS INC COMstock | $7,000 | – | 94 | +100.0% | 0.00% | – |
NKLA | New | NIKOLA CORP COMstock | $8,000 | – | 2,200 | +100.0% | 0.00% | – |
KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $8,000 | +14.3% | 54 | 0.0% | 0.00% | 0.0% | |
AZO | AUTOZONE INC COMstock | $11,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
BLCN | Buy | SIREN ETF TRUST SIREN NASDAQ NEXGEN ECONOMY ETFetf | $8,000 | 0.0% | 356 | +20.3% | 0.00% | 0.0% |
KEX | KIRBY CORP COMstock | $15,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
TER | New | TERADYNE INC COMstock | $6,000 | – | 85 | +100.0% | 0.00% | – |
KTB | Buy | KONTOOR BRANDS INC COMstock | $7,000 | 0.0% | 223 | +1.4% | 0.00% | 0.0% |
SITE | New | SITEONE LANDSCAPE SUPPLY INC COMstock | $7,000 | – | 65 | +100.0% | 0.00% | – |
BTO | HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEWcef | $7,000 | -22.2% | 231 | 0.0% | 0.00% | 0.0% | |
AMP | Buy | AMERIPRISE FINL INC COMstock | $8,000 | +33.3% | 30 | +25.0% | 0.00% | 0.0% |
LPLA | New | LPL FINL HLDGS INC COMstock | $12,000 | – | 57 | +100.0% | 0.00% | – |
TFX | TELEFLEX INCORPORATED COMstock | $10,000 | -23.1% | 52 | 0.0% | 0.00% | 0.0% | |
ALNY | ALNYLAM PHARMACEUTICALS INC COMstock | $7,000 | +40.0% | 36 | 0.0% | 0.00% | – | |
TDY | New | TELEDYNE TECHNOLOGIES INC COMstock | $6,000 | – | 17 | +100.0% | 0.00% | – |
LAMR | Buy | LAMAR ADVERTISING CO NEW CL Areit | $7,000 | +75.0% | 90 | +80.0% | 0.00% | – |
BNTX | BIONTECH SE SPONSORED ADSadr | $13,000 | -13.3% | 100 | 0.0% | 0.00% | 0.0% | |
CHPT | Buy | CHARGEPOINT HOLDINGS INC COM CL Astock | $8,000 | +700.0% | 531 | +490.0% | 0.00% | – |
SJM | SMUCKER J M CO COM NEWstock | $8,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
LDOS | LEIDOS HOLDINGS INC COMstock | $7,000 | -12.5% | 78 | 0.0% | 0.00% | 0.0% | |
DOW | Sell | DOW INC COMstock | $8,000 | -46.7% | 177 | -37.5% | 0.00% | 0.0% |
LII | Buy | LENNOX INTL INC COMstock | $6,000 | +50.0% | 27 | +35.0% | 0.00% | – |
LEVI | LEVI STRAUSS & CO NEW CL A COM STKstock | $14,000 | -12.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
LXP | LXP INDUSTRIAL TRUST COMreit | $9,000 | -10.0% | 963 | 0.0% | 0.00% | 0.0% | |
DRAFTKINGS INC NEW COM CL Astock | $7,000 | +40.0% | 455 | 0.0% | 0.00% | – | ||
MKC | MCCORMICK & CO INC COM NON VTGstock | $9,000 | -18.2% | 128 | 0.0% | 0.00% | 0.0% | |
CRL | Buy | CHARLES RIV LABS INTL INC COMstock | $8,000 | +300.0% | 41 | +272.7% | 0.00% | – |
New | ANNALY CAPITAL MANAGEMENT INC COM NEWreit | $8,000 | – | 480 | +100.0% | 0.00% | – | |
HE | HAWAIIAN ELEC INDUSTRIES COMstock | $10,000 | -16.7% | 300 | 0.0% | 0.00% | 0.0% | |
EFX | New | EQUIFAX INC COMstock | $7,000 | – | 41 | +100.0% | 0.00% | – |
CI | CIGNA CORP NEW COMstock | $12,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
FLS | FLOWSERVE CORP COMstock | $7,000 | -22.2% | 300 | 0.0% | 0.00% | 0.0% | |
WSO | New | WATSCO INC COMstock | $6,000 | – | 24 | +100.0% | 0.00% | – |
W | Buy | WAYFAIR INC CL Astock | $6,000 | +50.0% | 188 | +113.6% | 0.00% | – |
EWRE | Buy | INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETFetf | $9,000 | -10.0% | 297 | +1.7% | 0.00% | 0.0% |
FLT | FLEETCOR TECHNOLOGIES INC COMstock | $9,000 | -18.2% | 50 | 0.0% | 0.00% | 0.0% | |
RYF | INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETFetf | $11,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% | |
MDLZ | Buy | MONDELEZ INTL INC CL Astock | $8,000 | +166.7% | 149 | +204.1% | 0.00% | – |
WY | WEYERHAEUSER CO MTN BE COM NEWreit | $10,000 | -16.7% | 354 | 0.0% | 0.00% | 0.0% | |
WHR | WHIRLPOOL CORP COMstock | $8,000 | -11.1% | 57 | 0.0% | 0.00% | 0.0% | |
REGN | REGENERON PHARMACEUTICALS COMstock | $17,000 | +13.3% | 25 | 0.0% | 0.00% | 0.0% | |
RFV | Buy | INVESCO S&P MIDCAP 400 PURE VALUE ETFetf | $13,000 | -7.1% | 165 | +1.2% | 0.00% | 0.0% |
DD | Buy | DUPONT DE NEMOURS INC COMstock | $9,000 | -10.0% | 177 | +0.6% | 0.00% | 0.0% |
PDP | INVESCO DWA MOMENTUM ETFetf | $8,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
RMBS | New | RAMBUS INC DEL COMstock | $13,000 | – | 500 | +100.0% | 0.00% | – |
DGX | QUEST DIAGNOSTICS INC COMstock | $12,000 | -7.7% | 100 | 0.0% | 0.00% | 0.0% | |
CMS | CMS ENERGY CORP COMstock | $6,000 | -14.3% | 100 | 0.0% | 0.00% | 0.0% | |
FSR | New | FISKER INC CL A COM STKstock | $6,000 | – | 750 | +100.0% | 0.00% | – |
SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $15,000 | -6.2% | 258 | 0.0% | 0.00% | 0.0% | |
RBLX | Buy | ROBLOX CORP CL Astock | $11,000 | +22.2% | 308 | +17.1% | 0.00% | 0.0% |
NGG | NATIONAL GRID PLC SPONSORED ADR NEadr | $6,000 | -25.0% | 122 | 0.0% | 0.00% | 0.0% | |
PSTG | Buy | PURE STORAGE INC CL Astock | $8,000 | +100.0% | 300 | +75.4% | 0.00% | – |
NFJ | VIRTUS DIVIDEND INTEREST & PR COMcef | $17,000 | -10.5% | 1,604 | 0.0% | 0.00% | -50.0% | |
BBN | Buy | BLACKROCK TAX MUNICPAL BD TR SHScef | $9,000 | -18.2% | 564 | +2.0% | 0.00% | 0.0% |
DAO | New | YOUDAO INC SPONSORED ADSadr | $9,000 | – | 2,300 | +100.0% | 0.00% | – |
CHRW | Buy | C H ROBINSON WORLDWIDE INC COM NEWstock | $8,000 | +60.0% | 82 | +70.8% | 0.00% | – |
LEGR | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETFetf | $10,000 | -9.1% | 337 | 0.0% | 0.00% | 0.0% | |
ZIMVIE INC COMstock | $9,000 | -40.0% | 926 | 0.0% | 0.00% | 0.0% | ||
ZBRA | New | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $8,000 | – | 31 | +100.0% | 0.00% | – |
TTWO | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $6,000 | -14.3% | 54 | 0.0% | 0.00% | 0.0% | |
ZG | New | ZILLOW GROUP INC CL Astock | $8,000 | – | 275 | +100.0% | 0.00% | – |
COP | CONOCOPHILLIPS COMstock | $10,000 | +11.1% | 102 | 0.0% | 0.00% | 0.0% | |
ZION | ZIONS BANCORPORATION N A COMstock | $16,000 | 0.0% | 323 | 0.0% | 0.00% | 0.0% | |
ZTS | ZOETIS INC CL Astock | $6,000 | -14.3% | 38 | 0.0% | 0.00% | 0.0% | |
RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $11,000 | -8.3% | 288 | 0.0% | 0.00% | 0.0% | |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $9,000 | -35.7% | 124 | -3.1% | 0.00% | 0.0% |
ALLE | Buy | ALLEGION PLC ORD SHSstock | $6,000 | +500.0% | 64 | +326.7% | 0.00% | – |
ADM | Sell | ARCHER DANIELS MIDLAND CO COMstock | $9,000 | -30.8% | 106 | -37.6% | 0.00% | 0.0% |
BG | BUNGE LIMITED COMstock | $8,000 | -11.1% | 100 | 0.0% | 0.00% | 0.0% | |
LULU | LULULEMON ATHLETICA INC COMstock | $6,000 | +20.0% | 20 | 0.0% | 0.00% | – | |
FWONA | Exit | LIBERTY MEDIA CORP DEL COM SER A FRMLAstock | $0 | – | -1 | -100.0% | 0.00% | – |
AGCO | AGCO CORP COMstock | $3,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
ACES | New | ALPS CLEAN ENERGY ETFetf | $1,000 | – | 25 | +100.0% | 0.00% | – |
AMC | Buy | AMC ENTMT HLDGS INC CL A COMstock | $1,000 | – | 89 | +1171.4% | 0.00% | – |
AMN | AMN HEALTHCARE SVCS INC COMstock | $3,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
ARKG | ARK GENOMIC REVOLUTION ETFetf | $4,000 | 0.0% | 121 | 0.0% | 0.00% | – | |
ARKF | ARK FINTECH INNOVATION ETFetf | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
AXTI | New | AXT INC COMstock | $2,000 | – | 300 | +100.0% | 0.00% | – |
ABCL | New | ABCELLERA BIOLOGICS INC COMstock | $1,000 | – | 75 | +100.0% | 0.00% | – |
PPLT | GLOBAL X PHYSICAL PLATINUMetf | $4,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
ARAY | New | ACCURAY INC COMstock | $0 | – | 150 | +100.0% | 0.00% | – |
ATVI | Buy | ACTIVISION BLIZZARD INC COMstock | $1,000 | – | 8 | +60.0% | 0.00% | – |
GOLF | ACUSHNET HLDGS CORP COMstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
AFIB | New | ACUTUS MED INC COMstock | $0 | – | 75 | +100.0% | 0.00% | – |
ADPT | New | ADAPTIVE BIOTECHNOLOGIES CORP COMstock | $0 | – | 40 | +100.0% | 0.00% | – |
AAP | ADVANCE AUTO PARTS INC COMstock | $3,000 | -25.0% | 21 | 0.0% | 0.00% | – | |
AEHR | New | AEHR TEST SYS COMstock | $0 | – | 30 | +100.0% | 0.00% | – |
ASIX | New | ADVANSIX INC COMstock | $0 | – | 8 | +100.0% | 0.00% | – |
AGFY | New | AGRIFY CORP COM NEWstock | $0 | – | 20 | +100.0% | 0.00% | – |
AKAM | Buy | AKAMAI TECHNOLOGIES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
AKTS | New | AKOUSTIS TECHNOLOGIES INC COMstock | $1,000 | – | 200 | +100.0% | 0.00% | – |
ALK | Sell | ALASKA AIR GROUP INC COMstock | $1,000 | -50.0% | 35 | -10.3% | 0.00% | – |
ALB | ALBEMARLE CORP COMstock | $1,000 | – | 2 | 0.0% | 0.00% | – | |
AYX | New | ALTERYX INC COM CL Astock | $3,000 | – | 60 | +100.0% | 0.00% | – |
ABEV | AMBEV SA SPONSORED ADRadr | $2,000 | +100.0% | 555 | 0.0% | 0.00% | – | |
AAL | AMERICAN AIRLS GROUP INC COMstock | $3,000 | 0.0% | 254 | 0.0% | 0.00% | – | |
AFIN | THE NECESSITY RETAIL REIT INC COM CLASS Areit | $0 | – | 6 | 0.0% | 0.00% | – | |
AMWL | New | AMERICAN WELL CORP CL Astock | $0 | – | 100 | +100.0% | 0.00% | – |
AME | Buy | AMETEK INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
AMKR | New | AMKOR TECHNOLOGY INC COMstock | $0 | – | 20 | +100.0% | 0.00% | – |
APH | Buy | AMPHENOL CORP NEW CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
AMYT | New | AMRYT PHARMA PLC SPONSORED ADSadr | $1,000 | – | 99 | +100.0% | 0.00% | – |
ANSS | New | ANSYS INC COMstock | $4,000 | – | 17 | +100.0% | 0.00% | – |
APYX | New | APYX MEDICAL CORPORATION COMstock | $0 | – | 75 | +100.0% | 0.00% | – |
AQB | New | AQUABOUNTY TECHNOLOGIES INC COM NEWstock | $0 | – | 150 | +100.0% | 0.00% | – |
ARCC | ARES CAPITAL CORP COMcef | $4,000 | -20.0% | 258 | 0.0% | 0.00% | – | |
New | ARGO BLOCKCHAIN PLC ADSadr | $0 | – | 50 | +100.0% | 0.00% | – | |
ARRY | New | ARRAY TECHNOLOGIES INC COM SHSstock | $0 | – | 25 | +100.0% | 0.00% | – |
ASAN | Sell | ASANA INC CL Astock | $1,000 | -88.9% | 50 | -90.4% | 0.00% | -100.0% |
ASPN | New | ASPEN AEROGELS INC COMstock | $0 | – | 20 | +100.0% | 0.00% | – |
New | ATLASSIAN CORPORATION CL Astock | $5,000 | – | 22 | +100.0% | 0.00% | – | |
ATOS | New | ATOSSA THERAPEUTICS INC COMstock | $0 | – | 500 | +100.0% | 0.00% | – |
ATOM | New | ATOMERA INC COMstock | $0 | – | 25 | +100.0% | 0.00% | – |
ACB | AURORA CANNABIS INC COMstock | $1,000 | 0.0% | 476 | 0.0% | 0.00% | – | |
AVY | New | AVERY DENNISON CORP COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
AVT | AVNET INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
BIDU | BAIDU INC SPON ADR REP Aadr | $0 | -100.0% | 4 | 0.0% | 0.00% | – | |
BLL | Buy | BALL CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
BSBR | BANCO SANTANDER BRASIL S A ADS REP 1 UNITadr | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
BCV | Sell | BANCROFT FD LTD COMcef | $1,000 | -75.0% | 63 | -68.2% | 0.00% | – |
DJP | New | IPATH BLOOMBERG CMDTY TR ETNetf | $0 | – | 0 | +100.0% | 0.00% | – |
BATH & BODY WORKS INC COMstock | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | ||
BODY | THE BEACHBODY COMPANY INC COM CL Astock | $0 | – | 4 | 0.0% | 0.00% | – | |
BEAM | Buy | BEAM THERAPEUTICS INC COMstock | $2,000 | +100.0% | 49 | +44.1% | 0.00% | – |
BYND | New | BEYOND MEAT INC COMstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
BGFV | New | BIG 5 SPORTING GOODS CORP COMstock | $1,000 | – | 125 | +100.0% | 0.00% | – |
BCRX | New | BIOCRYST PHARMACEUTICALS INC COMstock | $3,000 | – | 250 | +100.0% | 0.00% | – |
TECH | Buy | BIO-TECHNE CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
BDSX | New | BIODESIX INC COMstock | $0 | – | 180 | +100.0% | 0.00% | – |
BB | Buy | BLACKBERRY LTD COMstock | $0 | – | 102 | +750.0% | 0.00% | – |
BUI | Buy | BLACKROCK UTILS INFRASTRUCTURE COMcef | $0 | – | 20 | +5.3% | 0.00% | – |
BME | Buy | BLACKROCK HEALTH SCIENCES TR COMcef | $3,000 | +200.0% | 66 | +100.0% | 0.00% | – |
New | BLACKROCK CORPOR HI YLD FD INC RTcef | $0 | – | 900 | +100.0% | 0.00% | – | |
DSU | Buy | BLACKROCK DEBT STRATEGIES FD I COM NEWcef | $5,000 | 0.0% | 535 | +1.9% | 0.00% | – |
BST | BLACKROCK SCIENCE & TECHNOLOGY SHScef | $0 | – | 4 | 0.0% | 0.00% | – | |
Buy | BLACKROCK FUTURE CLIMATE AND SUSTAINABLE ECONOMY ETFetf | $0 | – | 3 | +50.0% | 0.00% | – | |
New | BLEND LABS INC CL Astock | $0 | – | 50 | +100.0% | 0.00% | – | |
BWA | Buy | BORGWARNER INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
BXP | BOSTON PROPERTIES INC COMreit | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
New | BOWLERO CORP CL A COMstock | $0 | – | 0 | +100.0% | 0.00% | – | |
BFAM | Buy | BRIGHT HORIZONS FAM SOL IN DEL COMstock | $3,000 | +50.0% | 50 | +92.3% | 0.00% | – |
BLDR | Buy | BUILDERS FIRSTSOURCE INC COMstock | $5,000 | +400.0% | 85 | +750.0% | 0.00% | – |
BFLY | New | BUTTERFLY NETWORK INC COM CL Astock | $1,000 | – | 125 | +100.0% | 0.00% | – |
AI | New | C3 AI INC CL Astock | $1,000 | – | 40 | +100.0% | 0.00% | – |
CSX | CSX CORP COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
CZR | CAESARS ENTERTAINMENT INC NEW COMstock | $1,000 | -50.0% | 45 | 0.0% | 0.00% | – | |
CNI | New | CANADIAN NATL RY CO COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
CGC | CANOPY GROWTH CORP COMstock | $3,000 | 0.0% | 1,033 | 0.0% | 0.00% | – | |
CAH | CARDINAL HEALTH INC COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
CE | New | CELANESE CORP DEL COMstock | $2,000 | – | 25 | +100.0% | 0.00% | – |
CNC | New | CENTENE CORP DEL COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $3,000 | -40.0% | 11 | 0.0% | 0.00% | – | |
CHE | New | CHEMED CORP NEW COMstock | $5,000 | – | 12 | +100.0% | 0.00% | – |
CC | CHEMOURS CO COMstock | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
CHWY | CHEWY INC CL Astock | $0 | – | 12 | 0.0% | 0.00% | – | |
PLCE | CHILDRENS PL INC NEW COMstock | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – | |
CHD | Buy | CHURCH & DWIGHT CO INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
C | Buy | CITIGROUP INC COM NEWstock | $2,000 | – | 55 | +1000.0% | 0.00% | – |
CFG | CITIZENS FINL GROUP INC COMstock | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
CEM | Buy | CLEARBRIDGE MLP AND MIDSTRM FD COMcef | $4,000 | 0.0% | 139 | +1.5% | 0.00% | – |
EMO | Buy | CLEARBRIDGE ENERGY MIDSTRM OPP COMcef | $4,000 | 0.0% | 166 | +1.8% | 0.00% | – |
CTR | Buy | CLEARBRIDGE MLP AND MIDSTRM TR COMcef | $4,000 | 0.0% | 167 | +1.8% | 0.00% | – |
CLVR | CLEVER LEAVES HOLDINGS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
CODX | New | CO-DIAGNOSTICS INC COMstock | $0 | – | 100 | +100.0% | 0.00% | – |
CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $3,000 | -25.0% | 58 | 0.0% | 0.00% | – | |
SPCX | SPAC AND NEW ISSUE ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
DIAL | Sell | COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETFetf | $0 | -100.0% | 15 | -98.4% | 0.00% | -100.0% |
CMA | New | COMERICA INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
CFLT | CONFLUENT INC CLASS A COMstock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
CNMD | New | CONMED CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
Buy | CONSTELLATION ENERGY CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – | |
TCS | New | CONTAINER STORE GROUP INC COMstock | $2,000 | – | 400 | +100.0% | 0.00% | – |
WISH | Buy | CONTEXTLOGIC INC COM CL Astock | $0 | – | 105 | +2000.0% | 0.00% | – |
QUIDELORTHO CORP COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | ||
CRSR | New | CORSAIR GAMING INC COMstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
CRNX | New | CRINETICS PHARMACEUTICALS INC COMstock | $0 | – | 25 | +100.0% | 0.00% | – |
CRON | Buy | CRONOS GROUP INC COMstock | $1,000 | – | 200 | +100.0% | 0.00% | – |
CMI | Buy | CUMMINS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
DNMR | New | DANIMER SCIENTIFIC INC COM CL Astock | $0 | – | 140 | +100.0% | 0.00% | – |
DDOG | DATADOG INC CL A COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
DECK | New | DECKERS OUTDOOR CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
New | DERMTECH INC COMstock | $0 | – | 25 | +100.0% | 0.00% | – | |
FANG | New | DIAMONDBACK ENERGY INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
DKS | Sell | DICKS SPORTING GOODS INC COMstock | $4,000 | -20.0% | 37 | -40.3% | 0.00% | – |
DIGITAL WORLD ACQUISITION CORP CLASS A COMstock | $1,000 | 0.0% | 44 | 0.0% | 0.00% | – | ||
SPXL | DIREXION DAILY S&P 500 BULL 3X SHARESetf | $0 | – | 1 | 0.0% | 0.00% | – | |
DFS | New | DISCOVER FINL SVCS COMstock | $5,000 | – | 54 | +100.0% | 0.00% | – |
DPZ | Sell | DOMINOS PIZZA INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
DOMO | New | DOMO INC COM CL Bstock | $0 | – | 15 | +100.0% | 0.00% | – |
DASH | New | DOORDASH INC CL Astock | $0 | – | 10 | +100.0% | 0.00% | – |
DFH | New | DREAM FINDERS HOMES INC COM CL Astock | $1,000 | – | 100 | +100.0% | 0.00% | – |
DRVN | New | DRIVEN BRANDS HLDGS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
NAPA | DUCKHORN PORTFOLIO INC COMstock | $3,000 | -25.0% | 200 | 0.0% | 0.00% | – | |
DRE | New | DUKE REALTY CORP COM NEWreit | $1,000 | – | 16 | +100.0% | 0.00% | – |
DVAX | New | DYNAVAX TECHNOLOGIES CORP COM NEWstock | $1,000 | – | 59 | +100.0% | 0.00% | – |
EMN | Buy | EASTMAN CHEM CO COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
KODK | EASTMAN KODAK CO COM NEWstock | $0 | – | 52 | 0.0% | 0.00% | – | |
EBAY | Buy | EBAY INC. COMstock | $5,000 | 0.0% | 137 | +22.3% | 0.00% | – |
EDIT | New | EDITAS MEDICINE INC COMstock | $0 | – | 20 | +100.0% | 0.00% | – |
ELAN | New | ELANCO ANIMAL HEALTH INC COMstock | $3,000 | – | 219 | +100.0% | 0.00% | – |
ECF | Sell | ELLSWORTH GROWTH & INCOME FD L COMcef | $1,000 | -75.0% | 134 | -68.0% | 0.00% | – |
EMBECTA CORP COMMON STOCKstock | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – | ||
UUUU | Buy | ENERGY FUELS INC COM NEWstock | $2,000 | +100.0% | 400 | +100.0% | 0.00% | – |
ENPH | New | ENPHASE ENERGY INC COMstock | $4,000 | – | 13 | +100.0% | 0.00% | – |
EQIX | EQUINIX INC COMreit | $4,000 | -20.0% | 7 | 0.0% | 0.00% | – | |
EQNR | EQUINOR ASA SPONSORED ADRadr | $4,000 | 0.0% | 118 | 0.0% | 0.00% | – | |
EOLS | New | EVOLUS INC COMstock | $2,000 | – | 200 | +100.0% | 0.00% | – |
AQUA | EVOQUA WATER TECHNOLOGIES CORP COMstock | $4,000 | 0.0% | 124 | 0.0% | 0.00% | – | |
EXAS | New | EXACT SCIENCES CORP COMstock | $4,000 | – | 110 | +100.0% | 0.00% | – |
BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETFetf | $3,000 | 0.0% | 502 | 0.0% | 0.00% | – | |
EMQQ | EMQQ THE EMERGING MARKETS INTERNET & ECOMMERCE ETFetf | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
EXPD | Buy | EXPEDITORS INTL WASH INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
New | EXPENSIFY INC COM CL Astock | $0 | – | 25 | +100.0% | 0.00% | – | |
EXR | EXTRA SPACE STORAGE INC COMreit | $5,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
FIGS | New | FIGS INC CL Astock | $0 | – | 25 | +100.0% | 0.00% | – |
FICO | New | FAIR ISAAC CORP COMstock | $5,000 | – | 11 | +100.0% | 0.00% | – |
FSLY | New | FASTLY INC CL Astock | $0 | – | 30 | +100.0% | 0.00% | – |
FUTY | Buy | FIDELITY MSCI UTILITIES INDEX ETFetf | $0 | – | 6 | +50.0% | 0.00% | – |
FNF | New | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
FITB | FIFTH THIRD BANCORP COMstock | $0 | -100.0% | 15 | 0.0% | 0.00% | – | |
FSLR | FIRST SOLAR INC COMstock | $3,000 | +200.0% | 20 | 0.0% | 0.00% | – | |
QQXT | FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUNDetf | $2,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
QCLN | New | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUNDetf | $2,000 | – | 40 | +100.0% | 0.00% | – |
RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETFetf | $0 | – | 11 | 0.0% | 0.00% | – | |
LDSF | New | FIRST TRUST LOW DURATION STRATEGIC FOCUS ETFetf | $2,000 | – | 113 | +100.0% | 0.00% | – |
FISV | FISERV INC COMstock | $4,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
FL | FOOT LOCKER INC COMstock | $0 | – | 16 | 0.0% | 0.00% | – | |
FOXA | FOX CORP CL A COMstock | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
FCEL | New | FUELCELL ENERGY INC COMstock | $2,000 | – | 525 | +100.0% | 0.00% | – |
FUBO | New | FUBOTV INC COMstock | $0 | – | 75 | +100.0% | 0.00% | – |
FLGT | FULGENT GENETICS INC COMstock | $1,000 | -50.0% | 30 | 0.0% | 0.00% | – | |
GATX | New | GATX CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
GXO LOGISTICS INCORPORATED COMMON STOCKstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – | ||
AJG | Sell | GALLAGHER ARTHUR J & CO COMstock | $1,000 | -66.7% | 5 | -68.8% | 0.00% | – |
GLPI | GAMING & LEISURE PPTYS INC COMreit | $0 | – | 10 | 0.0% | 0.00% | – | |
GETNET ADQUIRENCIA E SERVICOS SPONSORED ADSadr | $0 | – | 25 | 0.0% | 0.00% | – | ||
GAIN | GLADSTONE INVT CORP COMcef | $1,000 | -50.0% | 120 | 0.0% | 0.00% | – | |
GKOS | New | GLAUKOS CORP COMstock | $1,000 | – | 20 | +100.0% | 0.00% | – |
CHII | New | GLOBAL X MSCI CHINA INDUSTRIALS ETFetf | $4,000 | – | 365 | +100.0% | 0.00% | – |
BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $1,000 | 0.0% | 71 | 0.0% | 0.00% | – | |
FINX | New | GLOBAL X FINTECH ETFetf | $1,000 | – | 61 | +100.0% | 0.00% | – |
SIL | GLOBAL X SILVER MINERS ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
GMED | New | GLOBUS MED INC CL Astock | $5,000 | – | 76 | +100.0% | 0.00% | – |
GDDY | GODADDY INC CL Astock | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
GOGO | GOGO INC COMstock | $3,000 | -25.0% | 264 | 0.0% | 0.00% | – | |
GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
GDRX | New | GOODRX HLDGS INC COM CL Astock | $0 | – | 50 | +100.0% | 0.00% | – |
GPRO | Buy | GOPRO INC CL Astock | $2,000 | – | 307 | +4285.7% | 0.00% | – |
GPK | Buy | GRAPHIC PACKAGING HLDG CO COMstock | $3,000 | 0.0% | 144 | +0.7% | 0.00% | – |
GRWG | Buy | GROWGENERATION CORP COMstock | $1,000 | 0.0% | 263 | +23.5% | 0.00% | – |
HDB | HDFC BANK LTD SPONSORED ADSadr | $4,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
New | HALEON PLC SPON ADSadr | $3,000 | – | 524 | +100.0% | 0.00% | – | |
HALO | New | HALOZYME THERAPEUTICS INC COMstock | $2,000 | – | 50 | +100.0% | 0.00% | – |
HCDI | New | HARBOR CUSTOM DEVELOPMENT INC COMstock | $0 | – | 500 | +100.0% | 0.00% | – |
HOG | HARLEY DAVIDSON INC COMstock | $0 | – | 8 | 0.0% | 0.00% | – | |
HAS | Buy | HASBRO INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
HASHICORP INC COM CL Astock | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – | ||
HCAT | HEALTH CATALYST INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
PEAK | HEALTHPEAK PROPERTIES INC COMreit | $4,000 | 0.0% | 173 | 0.0% | 0.00% | – | |
HES | HESS CORP COMstock | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
HEXO | HEXO CORP COM NEWstock | $0 | – | 5 | 0.0% | 0.00% | – | |
HLT | HILTON WORLDWIDE HLDGS INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
HLI | Sell | HOULIHAN LOKEY INC CL Astock | $1,000 | -66.7% | 8 | -77.1% | 0.00% | – |
HBM | HUDBAY MINERALS INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
HUM | Buy | HUMANA INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
JBHT | HUNT J B TRANS SVCS INC COMstock | $3,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
HYFM | New | HYDROFARM HLDGS GROUP INC COMstock | $0 | – | 25 | +100.0% | 0.00% | – |
HYLN | Buy | HYLIION HOLDINGS CORP COMMON STOCKstock | $4,000 | 0.0% | 1,291 | +3.1% | 0.00% | – |
IPGP | Sell | IPG PHOTONICS CORP COMstock | $1,000 | -90.0% | 10 | -90.4% | 0.00% | -100.0% |
IRTC | New | IRHYTHM TECHNOLOGIES INC COMstock | $3,000 | – | 25 | +100.0% | 0.00% | – |
ITT | New | ITT INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
IDYA | New | IDEAYA BIOSCIENCES INC COMstock | $1,000 | – | 40 | +100.0% | 0.00% | – |
ILMN | ILLUMINA INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
INCY | INCYTE CORP COMstock | $3,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
INFY | INFOSYS LTD SPONSORED ADRadr | $5,000 | 0.0% | 272 | 0.0% | 0.00% | – | |
INSP | New | INSPIRE MED SYS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
INO | New | INOVIO PHARMACEUTICALS INC COM NEWstock | $0 | – | 50 | +100.0% | 0.00% | – |
NTLA | New | INTELLIA THERAPEUTICS INC COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
ICE | New | INTERCONTINENTAL EXCHANGE INC COMstock | $4,000 | – | 41 | +100.0% | 0.00% | – |
IFF | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $2,000 | -33.3% | 27 | 0.0% | 0.00% | – | |
IP | INTERNATIONAL PAPER CO COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
GTO | New | INVESCO TOTAL RETURN BOND ETFetf | $1,000 | – | 24 | +100.0% | 0.00% | – |
PPA | New | INVESCO AEROSPACE & DEFENSE ETFetf | $4,000 | – | 55 | +100.0% | 0.00% | – |
PBW | Buy | INVESCO WILDERHILL CLEAN ENERGY ETFetf | $2,000 | 0.0% | 52 | +2.0% | 0.00% | – |
XMHQ | INVESCO S&P MIDCAP QUALITY ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
PTH | New | INVESCO DWA HEALTHCARE MOMENTUM ETFetf | $3,000 | – | 25 | +100.0% | 0.00% | – |
XSLV | INVESCO S&P SMALLCAP LOW VOLATILITY ETFetf | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – | |
TAN | New | INVESCO SOLAR ETFetf | $4,000 | – | 50 | +100.0% | 0.00% | – |
OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFetf | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
AXS ASTORIA INFLATION SENSITIVE ETFetf | $4,000 | -20.0% | 200 | 0.0% | 0.00% | – | ||
IONS | IONIS PHARMACEUTICALS INC COMstock | $4,000 | +33.3% | 85 | 0.0% | 0.00% | – | |
IPW | New | IPOWER INC CL Astock | $0 | – | 150 | +100.0% | 0.00% | – |
IRMD | New | IRADIMED CORP COMstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
TIP | New | ISHARES TIPS BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
IYT | ISHARES US TRANSPORTATION ETFetf | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $5,000 | -16.7% | 151 | 0.0% | 0.00% | -100.0% | |
IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETFetf | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
TLT | New | ISHARES 20 YEAR TREASURY BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
IUSV | Buy | ISHARES CORE S&P US VALUE ETFetf | $4,000 | 0.0% | 68 | +11.5% | 0.00% | – |
IUSG | ISHARES CORE S&P U.S. GROWTH ETFetf | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
WOOD | ISHARES GLOBAL TIMBER & FORESTRY ETFetf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
MUB | Sell | ISHARES NATIONAL MUNI BOND ETFetf | $2,000 | -95.2% | 23 | -94.2% | 0.00% | -100.0% |
IFGL | ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETFetf | $4,000 | -20.0% | 233 | 0.0% | 0.00% | – | |
SHV | New | ISHARES SHORT TREASURY BOND ETFetf | $5,000 | – | 48 | +100.0% | 0.00% | – |
ITB | New | ISHARES U.S. HOME CONSTRUCTION ETFetf | $3,000 | – | 50 | +100.0% | 0.00% | – |
IWC | ISHARES MICRO-CAP ETFetf | $0 | – | 2 | 0.0% | 0.00% | – | |
EFV | ISHARES MSCI EAFE VALUE ETFetf | $4,000 | -20.0% | 107 | 0.0% | 0.00% | – | |
FLOT | ISHARES FLOATING RATE BOND ETFetf | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
LQDH | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETFetf | $0 | – | 2 | 0.0% | 0.00% | – | |
VLUE | ISHARES MSCI USA VALUE FACTOR ETFetf | $3,000 | -25.0% | 40 | 0.0% | 0.00% | – | |
SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
IQLT | ISHARES MSCI INTL QUALITY FACTOR ETFetf | $3,000 | 0.0% | 107 | 0.0% | 0.00% | – | |
CRBN | ISHARES MSCI ACWI LOW CARBON TARGET ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
SUSC | Buy | ISHARES ESG AWARE USD CORPORATE BOND ETFetf | $2,000 | 0.0% | 95 | +1.1% | 0.00% | – |
SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $2,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
FALN | ISHARES FALLEN ANGELS USD BOND ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
SDG | ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETFetf | $4,000 | -20.0% | 61 | 0.0% | 0.00% | – | |
FOVL | ISHARES FOCUSED VALUE FACTOR ETFetf | $0 | – | 2 | 0.0% | 0.00% | – | |
IDRV | Sell | ISHARES SELF-DRIVING EV & TECH ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $5,000 | 0.0% | 160 | 0.0% | 0.00% | – | |
IFRA | Buy | ISHARES U.S. INFRASTRUCTURE ETFetf | $0 | – | 13 | +8.3% | 0.00% | – |
USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $0 | – | 4 | 0.0% | 0.00% | – | |
BBJP | New | JPMORGAN BETABUILDERS JAPAN ETFetf | $2,000 | – | 52 | +100.0% | 0.00% | – |
BBCA | New | JPMORGAN BETABUILDERS CANADA ETFetf | $2,000 | – | 32 | +100.0% | 0.00% | – |
BBAX | New | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC-EX JAPAN ETFetf | $1,000 | – | 32 | +100.0% | 0.00% | – |
JVAL | Buy | JPMORGAN U.S. VALUE FACTOR ETFetf | $3,000 | 0.0% | 92 | +8.2% | 0.00% | – |
JPMORGAN INFLATION MANAGED BOND ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | ||
JD | JD.COM INC SPON ADR CL Aadr | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
KNBE | New | KNOWBE4 INC CL Astock | $1,000 | – | 50 | +100.0% | 0.00% | – |
Sell | KYNDRYL HLDGS INC COMMON STOCKstock | $1,000 | 0.0% | 72 | -30.8% | 0.00% | – | |
LTRN | New | LANTERN PHARMA INC COMstock | $0 | – | 75 | +100.0% | 0.00% | – |
LC | New | LENDINGCLUB CORP COM NEWstock | $1,000 | – | 75 | +100.0% | 0.00% | – |
LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
LGND | New | LIGAND PHARMACEUTICALS INC COM NEWstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
LLY | Sell | LILLY ELI & CO COMstock | $5,000 | -28.6% | 15 | -25.0% | 0.00% | -100.0% |
META | ROUNDHILL BALL METAVERSE ETFetf | $2,000 | 0.0% | 207 | 0.0% | 0.00% | – | |
LRNZ | TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETFetf | $4,000 | 0.0% | 160 | 0.0% | 0.00% | – | |
LYV | New | LIVE NATION ENTERTAINMENT INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
LOVE | New | LOVESAC COMPANY COMstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
LHDX | New | LUCIRA HEALTH INC COMstock | $0 | – | 200 | +100.0% | 0.00% | – |
LUCID GROUP INC COMstock | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | ||
LITE | Buy | LUMENTUM HLDGS INC COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
LYFT | Sell | LYFT INC CL A COMstock | $4,000 | -42.9% | 321 | -41.1% | 0.00% | -100.0% |
MGM | MGM RESORTS INTERNATIONAL COMstock | $4,000 | 0.0% | 142 | 0.0% | 0.00% | – | |
M | New | MACYS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
MAIN | Buy | MAIN STR CAP CORP COMcef | $4,000 | 0.0% | 106 | +1.9% | 0.00% | – |
MRO | MARATHON OIL CORP COMstock | $2,000 | 0.0% | 107 | 0.0% | 0.00% | – | |
MQ | New | MARQETA INC CLASS A COMstock | $0 | – | 25 | +100.0% | 0.00% | – |
MRVL | New | MARVELL TECHNOLOGY INC COMstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
MTRN | MATERION CORP COMstock | $2,000 | +100.0% | 20 | 0.0% | 0.00% | – | |
MAT | MATTEL INC COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
Buy | MATTERPORT INC COM CL Astock | $1,000 | 0.0% | 300 | +50.0% | 0.00% | – | |
MXL | Sell | MAXLINEAR INC COMstock | $1,000 | -66.7% | 40 | -60.8% | 0.00% | – |
MPW | New | MEDICAL PPTYS TRUST INC COMreit | $1,000 | – | 87 | +100.0% | 0.00% | – |
MTD | Buy | METTLER TOLEDO INTERNATIONAL COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
Buy | MICRO FOCUS INTL PLC SPON ADR NEWadr | $0 | – | 14 | +40.0% | 0.00% | – | |
New | MIND MEDICINE MINDMED INC COM NEWstock | $0 | – | 100 | +100.0% | 0.00% | – | |
TAP | New | MOLSON COORS BEVERAGE CO CL Bstock | $2,000 | – | 50 | +100.0% | 0.00% | – |
New | MOMENTUS INC COM CL Astock | $0 | – | 300 | +100.0% | 0.00% | – | |
MPWR | Buy | MONOLITHIC PWR SYS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
MNST | MONSTER BEVERAGE CORP NEW COMstock | $4,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
MSGM | New | MOTORSPORT GAMES INC COM CL Astock | $0 | – | 75 | +100.0% | 0.00% | – |
NIO | NIO INC SPON ADSadr | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
NCINO INC COMstock | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – | ||
NEOG | New | NEOGEN CORP COMstock | $1,000 | – | 81 | +100.0% | 0.00% | – |
NTAP | New | NETAPP INC COMstock | $5,000 | – | 80 | +100.0% | 0.00% | – |
NEU | NEWMARKET CORP COMstock | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
LASR | New | NLIGHT INC COMstock | $0 | – | 30 | +100.0% | 0.00% | – |
NOK | Buy | NOKIA CORP SPONSORED ADRadr | $1,000 | 0.0% | 266 | +129.3% | 0.00% | – |
NTRS | NORTHERN TR CORP COMstock | $5,000 | -16.7% | 60 | 0.0% | 0.00% | -100.0% | |
NVAX | Buy | NOVAVAX INC COM NEWstock | $0 | – | 15 | +200.0% | 0.00% | – |
NUE | Sell | NUCOR CORP COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
NXP | Sell | NUVEEN SELECT TAX-FREE INCOME SH BEN INTcef | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
NEA | Sell | NUVEEN AMT FREE QLTY MUN INCME COMcef | $3,000 | -50.0% | 240 | -54.9% | 0.00% | -100.0% |
NUW | New | NUVEEN AMT-FREE MUN VALUE FD COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
NUSC | NUVEEN ESG SMALL-CAP ETFetf | $2,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
OIIM | O2MICRO INTERNATIONAL LIMITED SPONS ADRadr | $1,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
OCSL | OAKTREE SPECIALTY LENDING CORP COMcef | $0 | – | 17 | 0.0% | 0.00% | – | |
OBELF | OBSIDIAN ENERGY LTD COMstock | $1,000 | 0.0% | 155 | 0.0% | 0.00% | – | |
OPTT | OCEAN PWR TECHNOLOGIES INC COM NEWstock | $0 | – | 100 | 0.0% | 0.00% | – | |
OLO | New | OLO INC CL Astock | $0 | – | 25 | +100.0% | 0.00% | – |
ONTO | New | ONTO INNOVATION INC COMstock | $1,000 | – | 15 | +100.0% | 0.00% | – |
OTEX | OPEN TEXT CORP COMstock | $1,000 | -50.0% | 50 | 0.0% | 0.00% | – | |
OSUR | ORASURE TECHNOLOGIES INC COMstock | $1,000 | – | 150 | 0.0% | 0.00% | – | |
OGN | Sell | ORGANON & CO COMMON STOCKstock | $3,000 | -40.0% | 127 | -5.9% | 0.00% | – |
OESX | New | ORION ENERGY SYS INC COMstock | $1,000 | – | 500 | +100.0% | 0.00% | – |
ORION OFFICE REIT INC COMreit | $0 | -100.0% | 46 | 0.0% | 0.00% | – | ||
PJT | PJT PARTNERS INC COM CL Astock | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
PPL | New | PPL CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
PAVM | New | PAVMED INC COMstock | $0 | – | 150 | +100.0% | 0.00% | – |
PCTY | PAYLOCITY HLDG CORP COMstock | $5,000 | +66.7% | 20 | 0.0% | 0.00% | – | |
PBR | New | PETROLEO BRASILEIRO SA PETROBR SPONSORED ADRadr | $4,000 | – | 350 | +100.0% | 0.00% | – |
PHR | New | PHREESIA INC COMstock | $1,000 | – | 40 | +100.0% | 0.00% | – |
PLL | New | PIEDMONT LITHIUM INC COMstock | $2,000 | – | 40 | +100.0% | 0.00% | – |
PFN | Sell | PIMCO INCOME STRATEGY FD II COMcef | $2,000 | -50.0% | 241 | -57.5% | 0.00% | – |
PING | PING IDENTITY HLDG CORP COMstock | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
PINS | Sell | PINTEREST INC CL Astock | $2,000 | -71.4% | 100 | -74.5% | 0.00% | -100.0% |
PLNT | New | PLANET FITNESS INC CL Astock | $1,000 | – | 20 | +100.0% | 0.00% | – |
PLANET LABS PBC COM CL Astock | $0 | – | 10 | 0.0% | 0.00% | – | ||
POSH | New | POSHMARK INC COM CL Astock | $1,000 | – | 35 | +100.0% | 0.00% | – |
UFO | Sell | PROCURE SPACE ETFetf | $0 | -100.0% | 7 | -93.3% | 0.00% | – |
PLD | New | PROLOGIS INC. COMreit | $1,000 | – | 8 | +100.0% | 0.00% | – |
PRLB | New | PROTO LABS INC COMstock | $1,000 | – | 40 | +100.0% | 0.00% | – |
PEG | New | PUBLIC SVC ENTERPRISE GRP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
PUBM | New | PUBMATIC INC COM CL Astock | $0 | – | 25 | +100.0% | 0.00% | – |
QS | New | QUANTUMSCAPE CORP COM CL Astock | $1,000 | – | 60 | +100.0% | 0.00% | – |
REKR | New | REKOR SYSTEMS INC COMstock | $0 | – | 250 | +100.0% | 0.00% | – |
IPO | New | RENAISSANCE IPO ETFetf | $1,000 | – | 40 | +100.0% | 0.00% | – |
RSG | New | REPUBLIC SVCS INC COMstock | $5,000 | – | 39 | +100.0% | 0.00% | – |
RVLV | New | REVOLVE GROUP INC CL Astock | $2,000 | – | 70 | +100.0% | 0.00% | – |
RHI | New | ROBERT HALF INTL INC COMstock | $1,000 | – | 9 | +100.0% | 0.00% | – |
New | ROBINHOOD MKTS INC COM CL Astock | $1,000 | – | 50 | +100.0% | 0.00% | – | |
ROK | Buy | ROCKWELL AUTOMATION INC COMstock | $3,000 | – | 16 | +100.0% | 0.00% | – |
ROL | New | ROLLINS INC COMstock | $5,000 | – | 151 | +100.0% | 0.00% | – |
New | ROOT INC CL A NEWstock | $0 | – | 8 | +100.0% | 0.00% | – | |
ROP | Buy | ROPER TECHNOLOGIES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
SBAC | Sell | SBA COMMUNICATIONS CORP NEW CL Areit | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
RWO | SPDR DOW JONES GLOBAL REAL ESTATE ETFetf | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
CWI | SPDR MSCI ACWI EX-US ETFetf | $1,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
RWR | Sell | SPDR DOW JONES REIT ETFetf | $4,000 | -63.6% | 42 | -64.1% | 0.00% | -100.0% |
KRE | SPDR S&P REGIONAL BANKING ETFetf | $3,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
XME | Buy | SPDR S&P METALS & MINING ETFetf | $0 | – | 6 | +20.0% | 0.00% | – |
SLY | Buy | SPDR S&P 600 SMALL CAP ETFetf | $2,000 | 0.0% | 28 | +16.7% | 0.00% | – |
SPLG | New | SPDR PORTFOLIO S&P 500 ETFetf | $3,000 | – | 66 | +100.0% | 0.00% | – |
XWEB | SPDR S&P INTERNET ETFetf | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
SPHY | New | SPDR PORTFOLIO HIGH YIELD BOND ETFetf | $4,000 | – | 190 | +100.0% | 0.00% | – |
JNK | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
BIL | New | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
TFI | SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETFetf | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
ONEY | Buy | SPDR RUSSELL 1000 YIELD FOCUS ETFetf | $3,000 | 0.0% | 32 | +3.2% | 0.00% | – |
SPYX | SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
SBRA | SABRA HEALTH CARE REIT INC COMreit | $0 | – | 5 | 0.0% | 0.00% | – | |
SRPT | New | SAREPTA THERAPEUTICS INC COMstock | $3,000 | – | 30 | +100.0% | 0.00% | – |
SLB | New | SCHLUMBERGER LTD COM STKstock | $4,000 | – | 114 | +100.0% | 0.00% | – |
SCHN | SCHNITZER STEEL INDS INC CL Astock | $2,000 | -33.3% | 85 | 0.0% | 0.00% | – | |
SCHY | Buy | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETFetf | $0 | – | 4 | +100.0% | 0.00% | – |
SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
FNDA | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $3,000 | -25.0% | 81 | 0.0% | 0.00% | – | |
FNDB | SCHWAB FUNDAMENTAL US BROAD MARKET INDEX ETFetf | $0 | – | 2 | 0.0% | 0.00% | – | |
SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $3,000 | -25.0% | 118 | 0.0% | 0.00% | – | |
SMG | New | SCOTTS MIRACLE-GRO CO CL Astock | $4,000 | – | 85 | +100.0% | 0.00% | – |
SEE | SEALED AIR CORP NEW COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $2,000 | – | 25 | +100.0% | 0.00% | – |
SEM | SELECT MED HLDGS CORP COMstock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
SENS | Buy | SENSEONICS HLDGS INC COMstock | $3,000 | +200.0% | 2,000 | +100.0% | 0.00% | – |
S | Buy | SENTINELONE INC CL Astock | $5,000 | 0.0% | 215 | +7.5% | 0.00% | – |
SHLS | New | SHOALS TECHNOLOGIES GROUP INC CL Astock | $1,000 | – | 30 | +100.0% | 0.00% | – |
SGFY | New | SIGNIFY HEALTH INC CL A COMstock | $2,000 | – | 75 | +100.0% | 0.00% | – |
SPG | SIMON PPTY GROUP INC NEW COMreit | $2,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
SIRI | SIRIUS XM HOLDINGS INC COMstock | $0 | – | 73 | 0.0% | 0.00% | – | |
SKLZ | New | SKILLZ INC COMstock | $0 | – | 100 | +100.0% | 0.00% | – |
AOS | Buy | SMITH A O CORP COMstock | $1,000 | 0.0% | 26 | +4.0% | 0.00% | – |
SDC | SMILEDIRECTCLUB INC CL A COMstock | $0 | – | 68 | 0.0% | 0.00% | – | |
SMAR | New | SMARTSHEET INC COM CL Astock | $1,000 | – | 20 | +100.0% | 0.00% | – |
New | SNDL INC COMstock | $0 | – | 20 | +100.0% | 0.00% | – | |
SEDG | New | SOLAREDGE TECHNOLOGIES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
SONY | New | SONY GROUP CORPORATION SPONSORED ADRadr | $5,000 | – | 80 | +100.0% | 0.00% | – |
SPB | SPECTRUM BRANDS HLDGS INC NEW COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
THCX | CANNABIS ETFetf | $0 | – | 105 | 0.0% | 0.00% | – | |
STEM | New | STEM INC COMstock | $2,000 | – | 175 | +100.0% | 0.00% | – |
STM | STMICROELECTRONICS N V NY REGISTRYadr | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
SUMO | New | SUMO LOGIC INC COMstock | $1,000 | – | 100 | +100.0% | 0.00% | – |
RUN | SUNRUN INC COMstock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
SMCI | New | SUPER MICRO COMPUTER INC COMstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
SNPS | Buy | SYNOPSYS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
SNV | SYNOVUS FINL CORP COM NEWstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
SYF | SYNCHRONY FINANCIAL COMstock | $2,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
New | SYROS PHARMACEUTICALS INC COM NEWstock | $0 | – | 15 | +100.0% | 0.00% | – | |
TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $5,000 | 0.0% | 372 | 0.0% | 0.00% | – | |
TLIS | New | TALIS BIOMEDICAL CORP COMstock | $0 | – | 175 | +100.0% | 0.00% | – |
TNDM | New | TANDEM DIABETES CARE INC COM NEWstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
TPR | TAPESTRY INC COMstock | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
TASK | New | TASKUS INC CLASS A COMstock | $0 | – | 20 | +100.0% | 0.00% | – |
TXG | Sell | 10X GENOMICS INC CL A COMstock | $0 | -100.0% | 15 | -34.8% | 0.00% | – |
TTD | THE TRADE DESK INC COM CL Astock | $4,000 | +33.3% | 64 | 0.0% | 0.00% | – | |
DDD | New | 3-D SYS CORP DEL COM NEWstock | $2,000 | – | 250 | +100.0% | 0.00% | – |
TDUP | New | THREDUP INC CL Astock | $0 | – | 75 | +100.0% | 0.00% | – |
SPRE | SP FUNDS S&P GLOBAL REIT SHARIA ETFetf | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
SPUS | SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETFetf | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
TLRY | TILRAY BRANDS INC COM CL 2stock | $5,000 | -16.7% | 1,830 | 0.0% | 0.00% | -100.0% | |
New | TOAST INC CL Astock | $0 | – | 20 | +100.0% | 0.00% | – | |
TYG | TORTOISE ENERGY INFRA CORP COMcef | $1,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
TRAEGER INC COMMON STOCKstock | $5,000 | -28.6% | 1,649 | 0.0% | 0.00% | -100.0% | ||
TG | Buy | TREDEGAR CORP COMstock | $0 | -100.0% | 51 | +2.0% | 0.00% | – |
TRVN | New | TREVENA INC COMstock | $1,000 | – | 5,250 | +100.0% | 0.00% | – |
TRIP | TRIPADVISOR INC COMstock | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
TSP | New | TUSIMPLE HLDGS INC CL Astock | $1,000 | – | 80 | +100.0% | 0.00% | – |
TWLO | TWILIO INC CL Astock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
TWTR | TWITTER INC COMstock | $4,000 | +33.3% | 87 | 0.0% | 0.00% | – | |
PATH | Buy | UIPATH INC CL Astock | $1,000 | 0.0% | 95 | +111.1% | 0.00% | – |
UCTT | New | ULTRA CLEAN HLDGS INC COMstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
UAA | UNDER ARMOUR INC CL Astock | $1,000 | -50.0% | 191 | 0.0% | 0.00% | – | |
UA | UNDER ARMOUR INC CL Cstock | $1,000 | 0.0% | 189 | 0.0% | 0.00% | – | |
UBSI | UNITED BANKSHARES INC WEST VA COMstock | $3,000 | +50.0% | 71 | 0.0% | 0.00% | – | |
UHS | Buy | UNIVERSAL HLTH SVCS INC CL Bstock | $0 | – | 0 | +100.0% | 0.00% | – |
UPST | New | UPSTART HLDGS INC COMstock | $0 | – | 15 | +100.0% | 0.00% | – |
URBN | New | URBAN OUTFITTERS INC COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
UGRO | New | URBAN-GRO INC COM NEWstock | $0 | – | 25 | +100.0% | 0.00% | – |
VFC | Sell | V F CORP COMstock | $3,000 | -78.6% | 114 | -64.8% | 0.00% | -100.0% |
VALE | VALE S A SPONSORED ADSadr | $3,000 | 0.0% | 208 | 0.0% | 0.00% | – | |
MOAT | New | VANECK MORNINGSTAR WIDE MOAT ETFetf | $4,000 | – | 72 | +100.0% | 0.00% | – |
BUZZ | VANECK SOCIAL SENTIMENT ETFetf | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf | $0 | – | 4 | 0.0% | 0.00% | – | |
VEU | Buy | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $5,000 | 0.0% | 108 | +0.9% | 0.00% | – |
VDC | VANGUARD CONSUMER STAPLES ETFetf | $5,000 | -16.7% | 30 | 0.0% | 0.00% | -100.0% | |
VGLT | VANGUARD LONG-TERM TREASURY ETFetf | $4,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
VXRT | New | VAXART INC COM NEWstock | $1,000 | – | 500 | +100.0% | 0.00% | – |
VEEV | VEEVA SYS INC CL A COMstock | $3,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
VCYT | New | VERACYTE INC COMstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
VIAV | Buy | VIAVI SOLUTIONS INC COMstock | $0 | – | 24 | +100.0% | 0.00% | – |
VICI | New | VICI PPTYS INC COMreit | $1,000 | – | 42 | +100.0% | 0.00% | – |
VICTORIAS SECRET AND CO COMMON STOCKstock | $0 | – | 9 | 0.0% | 0.00% | – | ||
UITB | VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETFetf | $3,000 | 0.0% | 57 | 0.0% | 0.00% | – | |
UEVM | VICTORYSHARES USAA MSCI EMERGING MARKETS VALUE MOMENTUM ETFetf | $0 | – | 11 | 0.0% | 0.00% | – | |
UIVM | VICTORYSHARES USAA MSCI INTERNATIONAL VALUE MOMENTUM ETFetf | $1,000 | -50.0% | 41 | 0.0% | 0.00% | – | |
USVM | VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETFetf | $3,000 | -25.0% | 59 | 0.0% | 0.00% | – | |
SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
VITL | New | VITAL FARMS INC COMstock | $1,000 | – | 80 | +100.0% | 0.00% | – |
New | VIVANI MEDICAL INC COMMON STOCKstock | $0 | – | 66 | +100.0% | 0.00% | – | |
VNRX | New | VOLITIONRX LTD COMstock | $0 | – | 100 | +100.0% | 0.00% | – |
VOLTA INC COM CL Astock | $0 | – | 59 | 0.0% | 0.00% | – | ||
VMC | Buy | VULCAN MATLS CO COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
WPC | New | WP CAREY INC COMreit | $1,000 | – | 17 | +100.0% | 0.00% | – |
MAPS | WM TECHNOLOGY INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
WAB | WABTEC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
WAT | Buy | WATERS CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
WDC | Sell | WESTERN DIGITAL CORP. COMstock | $0 | -100.0% | 5 | -92.9% | 0.00% | – |
WU | New | WESTERN UN CO COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
DWM | WISDOMTREE INTERNATIONAL EQUITY FUNDetf | $5,000 | -16.7% | 133 | 0.0% | 0.00% | -100.0% | |
DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUNDetf | $5,000 | 0.0% | 85 | 0.0% | 0.00% | – | |
IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUNDetf | $4,000 | 0.0% | 101 | 0.0% | 0.00% | – | |
WOPEY | WOODSIDE ENERGY GROUP LTD SPONSORED ADRadr | $5,000 | -16.7% | 262 | 0.0% | 0.00% | -100.0% | |
WKHS | New | WORKHORSE GROUP INC COM NEWstock | $0 | – | 100 | +100.0% | 0.00% | – |
New | SPDR GOLD MINISHARES TRUSTetf | $2,000 | – | 71 | +100.0% | 0.00% | – | |
XPO | Sell | XPO LOGISTICS INC COMstock | $4,000 | -60.0% | 100 | -53.7% | 0.00% | -100.0% |
XOMA | New | XOMA CORP DEL COM NEWstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
XPEV | New | XPENG INC ADSadr | $3,000 | – | 250 | +100.0% | 0.00% | – |
ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
ZS | New | ZSCALER INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
GOGL | Buy | GOLDEN OCEAN GROUP LTD SHS NEWstock | $0 | – | 10 | +11.1% | 0.00% | – |
ICHR | New | ICHOR HOLDINGS SHSstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
IVZ | INVESCO LTD SHSstock | $1,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
MYOV | New | MYOVANT SCIENCES LTD COMstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
NAT | NORDIC AMERICAN TANKERS LIMITE COMstock | $0 | – | 12 | 0.0% | 0.00% | – | |
STNE | New | STONECO LTD COM CL Astock | $5,000 | – | 500 | +100.0% | 0.00% | – |
FTI | New | TECHNIPFMC PLC COMstock | $2,000 | – | 227 | +100.0% | 0.00% | – |
TT | TRANE TECHNOLOGIES PLC SHSstock | $4,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
VAL | VALARIS LIMITED CL Astock | $2,000 | 0.0% | 49 | 0.0% | 0.00% | – | |
PRGO | PERRIGO CO PLC SHSstock | $5,000 | 0.0% | 133 | 0.0% | 0.00% | – | |
ALC | Buy | ALCON AG ORD SHSstock | $3,000 | 0.0% | 53 | +17.8% | 0.00% | – |
CRSP | New | CRISPR THERAPEUTICS AG NAMEN AKTstock | $3,000 | – | 50 | +100.0% | 0.00% | – |
New | ON HLDG AG NAMEN AKT Astock | $0 | – | 0 | +100.0% | 0.00% | – | |
RIG | TRANSOCEAN LTD REG SHSstock | $2,000 | -33.3% | 1,000 | 0.0% | 0.00% | – | |
CGEN | New | COMPUGEN LTD ORDstock | $0 | – | 100 | +100.0% | 0.00% | – |
INMD | New | INMODE LTD SHSstock | $0 | – | 0 | +100.0% | 0.00% | – |
SSYS | New | STRATASYS LTD SHSstock | $2,000 | – | 150 | +100.0% | 0.00% | – |
CNHI | CNH INDL N V SHSstock | $0 | – | 15 | 0.0% | 0.00% | – | |
LYB | Sell | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $3,000 | -40.0% | 34 | -34.6% | 0.00% | – |
QURE | New | UNIQURE NV SHSstock | $0 | – | 20 | +100.0% | 0.00% | – |
ATCO | ATLAS CORP SHARESstock | $3,000 | +50.0% | 200 | 0.0% | 0.00% | – | |
LSXMA | Exit | LIBERTY MEDIA CORP DEL COM A SIRIUSXMstock | $0 | – | -7 | -100.0% | 0.00% | – |
VIRT | Exit | VIRTU FINL INC CL Astock | $0 | – | -201 | -100.0% | 0.00% | – |
AXTA | Exit | AXALTA COATING SYS LTD COMstock | $0 | – | -100 | -100.0% | 0.00% | – |
SBNY | Exit | SIGNATURE BK NEW YORK N Y COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
HST | Exit | HOST HOTELS & RESORTS INC COMreit | $0 | – | -26 | -100.0% | 0.00% | – |
CIR | Exit | CIRCOR INTL INC COMstock | $0 | – | -25 | -100.0% | 0.00% | – |
Exit | SL GREEN RLTY CORP COMreit | $0 | – | -56 | -100.0% | 0.00% | – | |
TRGP | Exit | TARGA RES CORP COMstock | $0 | – | -52 | -100.0% | 0.00% | – |
YETI | Exit | YETI HLDGS INC COMstock | $0 | – | -33 | -100.0% | 0.00% | – |
SSSS | Exit | SURO CAPITAL CORP COM NEWcef | $0 | – | -246 | -100.0% | 0.00% | – |
BLNK | Exit | BLINK CHARGING CO COMstock | $0 | – | -5 | -100.0% | 0.00% | – |
ULTA | Exit | ULTA BEAUTY INC COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
AMCX | Exit | AMC NETWORKS INC CL Astock | $0 | – | -20 | -100.0% | 0.00% | – |
ACI | Exit | ALBERTSONS COS INC COMMON STOCKstock | $0 | – | -81 | -100.0% | 0.00% | – |
PCOR | Exit | PROCORE TECHNOLOGIES INC COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
SPOT | Exit | SPOTIFY TECHNOLOGY S A SHSstock | $0 | – | -17 | -100.0% | 0.00% | – |
LSXMK | Exit | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $0 | – | -14 | -100.0% | 0.00% | – |
MTCH | Exit | MATCH GROUP INC NEW COMstock | $0 | – | -41 | -100.0% | 0.00% | – |
FBHS | Exit | FORTUNE BRANDS HOME & SEC INC COMstock | $0 | – | -34 | -100.0% | 0.00% | – |
IVOO | Exit | VANGUARD S&P MID-CAP 400 ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
SYK | Exit | STRYKER CORPORATION COMstock | $0 | – | -8 | -100.0% | 0.00% | – |
HUBS | Exit | HUBSPOT INC COMstock | $0 | – | -12 | -100.0% | 0.00% | – |
FTV | Exit | FORTIVE CORP COMstock | $0 | – | -28 | -100.0% | 0.00% | – |
CRWD | Exit | CROWDSTRIKE HLDGS INC CL Astock | $0 | – | -26 | -100.0% | 0.00% | – |
EQX | Exit | EQUINOX GOLD CORP COMstock | $0 | – | -888 | -100.0% | 0.00% | – |
BLV | Exit | VANGUARD LONG-TERM BOND INDEX FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
BERY | Exit | BERRY GLOBAL GROUP INC COMstock | $0 | – | -53 | -100.0% | 0.00% | – |
TEAM | Exit | ATLASSIAN CORP PLC CL Astock | $0 | – | -22 | -100.0% | 0.00% | – |
EQT | Exit | EQT CORP COMstock | $0 | – | -50 | -100.0% | 0.00% | – |
IMGN | Exit | IMMUNOGEN INC COMstock | $0 | – | -50 | -100.0% | 0.00% | – |
REXR | Exit | REXFORD INDL RLTY INC COMreit | $0 | – | -80 | -100.0% | 0.00% | – |
DRIV | Exit | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $0 | – | -25 | -100.0% | 0.00% | – |
GH | Exit | GUARDANT HEALTH INC COMstock | $0 | – | -37 | -100.0% | 0.00% | – |
COUP | Exit | COUPA SOFTWARE INC COMstock | $0 | – | -61 | -100.0% | 0.00% | – |
APTV | Exit | APTIV PLC SHSstock | $0 | – | -27 | -100.0% | 0.00% | – |
QRVO | Exit | QORVO INC COMstock | $0 | – | -50 | -100.0% | 0.00% | – |
FWONK | Exit | LIBERTY MEDIA CORP DEL COM SER C FRMLAstock | $0 | – | -3 | -100.0% | 0.00% | – |
SWKS | Exit | SKYWORKS SOLUTIONS INC COMstock | $0 | – | -6 | -100.0% | 0.00% | – |
GCOW | Exit | PACER GLOBAL CASH COWS DIVIDEND ETFetf | $0 | – | -87 | -100.0% | 0.00% | – |
SE | Exit | SEA LTD SPONSORD ADSadr | $0 | – | -24 | -100.0% | 0.00% | – |
DOCS | Exit | DOXIMITY INC CL Astock | $0 | – | -30 | -100.0% | 0.00% | – |
NWSA | Exit | NEWS CORP NEW CL Astock | $0 | – | -83 | -100.0% | 0.00% | – |
PODD | Exit | INSULET CORP COMstock | $0 | – | -9 | -100.0% | 0.00% | – |
SNDL | Exit | SUNDIAL GROWERS INC COMstock | $0 | – | -200 | -100.0% | 0.00% | – |
WDAY | Exit | WORKDAY INC CL Astock | $0 | – | -17 | -100.0% | 0.00% | – |
U | Exit | UNITY SOFTWARE INC COMstock | $0 | – | -17 | -100.0% | 0.00% | – |
CDK | Exit | CDK GLOBAL INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
LBRDA | Exit | LIBERTY BROADBAND CORP COM SER Astock | $0 | – | -1 | -100.0% | 0.00% | – |
JWN | Exit | NORDSTROM INC COMstock | $0 | – | -97 | -100.0% | 0.00% | – |
VNT | Exit | VONTIER CORPORATION COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
FTGC | Exit | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
AA | Exit | ALCOA CORP COMstock | $0 | – | -42 | -100.0% | 0.00% | – |
GME | Exit | GAMESTOP CORP NEW CL Astock | $0 | – | -2 | -100.0% | 0.00% | – |
QQQJ | Exit | INVESCO NASDAQ NEXT GEN 100 ETFetf | $0 | – | -150 | -100.0% | 0.00% | – |
Exit | COLFAX CORP COMstock | $0 | – | -65 | -100.0% | 0.00% | – | |
MKTX | Exit | MARKETAXESS HLDGS INC COMstock | $0 | – | -16 | -100.0% | 0.00% | – |
GT | Exit | GOODYEAR TIRE & RUBR CO COMstock | $0 | – | -145 | -100.0% | 0.00% | – |
MOS | Exit | MOSAIC CO NEW COMstock | $0 | – | -31 | -100.0% | 0.00% | – |
SCVL | Exit | SHOE CARNIVAL INC COMstock | $0 | – | -114 | -100.0% | 0.00% | – |
BSM | Exit | BLACK STONE MINERALS L P COM UNITstock | $0 | – | -1,000 | -100.0% | -0.00% | – |
Exit | TRICON RESIDENTIAL INC COM NPVstock | $0 | – | -1,000 | -100.0% | -0.00% | – | |
SCHW | Exit | SCHWAB CHARLES CORP COMstock | $0 | – | -170 | -100.0% | -0.00% | – |
AEM | Exit | AGNICO EAGLE MINES LTD COMstock | $0 | – | -348 | -100.0% | -0.00% | – |
APA | Exit | APA CORPORATION COMstock | $0 | – | -500 | -100.0% | -0.00% | – |
CDR | Exit | CEDAR REALTY TRUST INC COM NEWreit | $0 | – | -242 | -100.0% | -0.00% | – |
Exit | HYLIION HOLDINGS CORP COMMON STOCKcall | $0 | – | -2,000 | -100.0% | -0.00% | – | |
EXPE | Exit | EXPEDIA GROUP INC COM NEWstock | $0 | – | -93 | -100.0% | -0.00% | – |
NML | Exit | NEUBERGER BERMAN MLP & ENERGY COMcef | $0 | – | -2,407 | -100.0% | -0.00% | – |
IIPR | Exit | INNOVATIVE INDL PPTYS INC COMreit | $0 | – | -92 | -100.0% | -0.00% | – |
NLY | Exit | ANNALY CAPITAL MANAGEMENT INC COMreit | $0 | – | -1,920 | -100.0% | -0.00% | – |
MAS | Exit | MASCO CORP COMstock | $0 | – | -138 | -100.0% | -0.00% | – |
IWS | Exit | ISHARES RUSSELL MID-CAP VALUE ETFetf | $0 | – | -228 | -100.0% | -0.00% | – |
GSK | Exit | GSK PLC SPONSORED ADRadr | $0 | – | -524 | -100.0% | -0.00% | – |
FNDE | Exit | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETFetf | $0 | – | -1,032 | -100.0% | -0.00% | – |
SHM | Exit | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $0 | – | -726 | -100.0% | -0.00% | – |
Exit | FOLIOBEYOND RISING RATES ETFetf | $0 | – | -1,650 | -100.0% | -0.01% | – | |
SRLN | Exit | SPDR BLACKSTONE SENIOR LOAN ETFetf | $0 | – | -1,673 | -100.0% | -0.01% | – |
NZF | Exit | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTcef | $0 | – | -5,149 | -100.0% | -0.01% | – |
IVOL | Exit | QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETFetf | $0 | – | -8,724 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
EXXON MOBIL CORP COM | 28 | Q3 2023 | 16.4% |
VANGUARD S&P 500 ETF | 28 | Q3 2023 | 16.2% |
ISHARES MSCI ACWI INDEX FUND | 28 | Q3 2023 | 17.3% |
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 28 | Q3 2023 | 8.8% |
VANGUARD FTSE EMERGING MARKETS ETF | 28 | Q3 2023 | 9.4% |
LOCKHEED MARTIN CORP COM | 28 | Q3 2023 | 2.0% |
VERIZON COMMUNICATIONS INC COM | 28 | Q3 2023 | 2.3% |
ABBVIE INC COM | 28 | Q3 2023 | 1.6% |
CHEVRON CORP NEW COM | 28 | Q3 2023 | 1.7% |
DUKE ENERGY CORP NEW COM NEW | 28 | Q3 2023 | 1.6% |
View Bogart Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-07 |
13F-HR | 2023-10-30 |
13F-HR | 2023-07-31 |
13F-HR | 2023-04-21 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-03 |
13F-HR | 2022-07-22 |
13F-HR | 2022-04-22 |
13F-HR | 2022-01-19 |
13F-HR | 2021-10-15 |
View Bogart Wealth, 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.