$1.6 Billion is the total value of Belpointe Asset Management LLC's 1196 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 23.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $87,139,000 | +27.1% | 490,848 | +1.2% | 5.43% | +16.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $45,752,000 | +14.9% | 96,325 | +3.8% | 2.85% | +5.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $42,327,000 | +37.8% | 141,559 | +25.8% | 2.64% | +25.9% |
| AMZN | Buy | AMAZON COM INC | $37,119,000 | +4.3% | 11,133 | +1.9% | 2.31% | -4.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $31,071,000 | +10.5% | 128,690 | +1.7% | 1.94% | +1.1% |
| MSFT | Buy | MICROSOFT CORP | $25,185,000 | +21.0% | 75,272 | +2.0% | 1.57% | +10.6% |
| VOO | Buy | VANGUARD INDEX FDS | $16,970,000 | +13.0% | 38,872 | +2.1% | 1.06% | +3.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $15,333,000 | +19.5% | 47,781 | +8.0% | 0.96% | +9.3% |
| USRT | Buy | ISHARES TRcre u s reit etf | $13,041,000 | +51.0% | 192,945 | +31.0% | 0.81% | +38.0% |
| ABNB | Buy | AIRBNB INC | $11,897,000 | +3.7% | 71,462 | +4.5% | 0.74% | -5.1% |
| New | BELPOINTE PREP LLCunit rp ltd lb a | $11,215,000 | – | 112,072 | +100.0% | 0.70% | – | |
| FB | Buy | META PLATFORMS INCcl a | $11,008,000 | +5.0% | 32,728 | +5.9% | 0.69% | -4.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $10,827,000 | +12.3% | 3,819 | +3.4% | 0.68% | +2.6% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $10,635,000 | +84.3% | 278,465 | +68.5% | 0.66% | +68.7% |
| DIS | Buy | DISNEY WALT CO | $9,917,000 | +77.3% | 64,030 | +93.7% | 0.62% | +62.2% |
| LMT | Buy | LOCKHEED MARTIN CORP | $9,821,000 | +235.1% | 27,634 | +225.3% | 0.61% | +206.0% |
| ABBV | Buy | ABBVIE INC | $9,112,000 | +28.3% | 67,298 | +2.2% | 0.57% | +17.4% |
| AVUS | New | AMERICAN CENTY ETF TRus eqt etf | $8,151,000 | – | 101,689 | +100.0% | 0.51% | – |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $8,134,000 | +399.3% | 178,242 | +403.7% | 0.51% | +356.8% |
| TSLA | Buy | TESLA INC | $7,954,000 | +49.8% | 7,528 | +10.0% | 0.50% | +37.0% |
| TIP | Buy | ISHARES TRtips bd etf | $7,887,000 | +24.5% | 61,045 | +23.0% | 0.49% | +13.9% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $7,605,000 | +120.1% | 137,048 | +106.6% | 0.47% | +100.8% |
| PFE | Buy | PFIZER INC | $7,527,000 | +53.3% | 127,474 | +11.6% | 0.47% | +40.0% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $6,953,000 | +45.5% | 101,306 | +28.9% | 0.43% | +32.8% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $6,907,000 | -0.2% | 129,779 | +0.4% | 0.43% | -8.7% |
| GLD | Buy | SPDR GOLD TR | $6,904,000 | +43.1% | 40,385 | +37.4% | 0.43% | +30.7% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $6,571,000 | +25.9% | 131,558 | +26.4% | 0.41% | +15.2% |
| XOM | Buy | EXXON MOBIL CORP | $6,558,000 | +10.2% | 107,160 | +5.9% | 0.41% | +0.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $6,475,000 | +5.1% | 40,888 | +3.8% | 0.40% | -3.8% |
| GM | Buy | GENERAL MTRS CO | $6,178,000 | +88.8% | 105,384 | +69.8% | 0.38% | +72.6% |
| ESGU | Buy | ISHARES TResg awr msci usa | $6,161,000 | +10.6% | 57,105 | +0.9% | 0.38% | +1.1% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $6,112,000 | +127.6% | 29,897 | +99.8% | 0.38% | +108.2% |
| USMV | Buy | ISHARES TRmsci usa min vol | $5,825,000 | +33.1% | 72,010 | +20.9% | 0.36% | +21.8% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $5,657,000 | +28.6% | 67,620 | +13.6% | 0.35% | +17.7% |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $5,664,000 | – | 66,994 | +100.0% | 0.35% | – |
| AVGO | Buy | BROADCOM INC | $5,472,000 | +39.2% | 8,223 | +1.5% | 0.34% | +27.2% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $5,330,000 | +23.9% | 46,350 | +24.1% | 0.33% | +13.3% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $5,247,000 | +16.5% | 32,235 | +7.3% | 0.33% | +6.5% |
| NEE | Buy | NEXTERA ENERGY INC | $4,987,000 | +22.5% | 53,422 | +3.0% | 0.31% | +11.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $4,872,000 | +28.0% | 10,215 | +15.7% | 0.30% | +17.4% |
| QCOM | Buy | QUALCOMM INC | $4,864,000 | +58.2% | 26,602 | +11.6% | 0.30% | +44.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $4,820,000 | +20.2% | 29,464 | +2.7% | 0.30% | +9.9% |
| CVS | Buy | CVS HEALTH CORP | $4,677,000 | +23.7% | 45,339 | +1.7% | 0.29% | +13.2% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $4,687,000 | +17.5% | 74,498 | +16.9% | 0.29% | +7.4% |
| RTAI | New | COLLABORATIVE INVESTMNT SERrareview tax adv | $4,612,000 | – | 166,953 | +100.0% | 0.29% | – |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $4,611,000 | +23.3% | 57,054 | +13.2% | 0.29% | +12.5% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $4,604,000 | +57.7% | 43,046 | +45.1% | 0.29% | +44.2% |
| WM | Buy | WASTE MGMT INC DEL | $4,482,000 | +18.9% | 26,852 | +6.4% | 0.28% | +8.6% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $4,484,000 | +44.4% | 114,814 | +38.8% | 0.28% | +31.6% |
| PEP | Buy | PEPSICO INC | $4,274,000 | +17.5% | 24,599 | +1.7% | 0.27% | +7.3% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $4,263,000 | +80.6% | 84,038 | +80.9% | 0.27% | +65.2% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $4,219,000 | +24.3% | 11,613 | +15.8% | 0.26% | +13.9% |
| GOVT | Buy | ISHARES TRus treas bd etf | $4,165,000 | +60.6% | 156,104 | +59.7% | 0.26% | +46.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $4,125,000 | +19.9% | 28,038 | +10.3% | 0.26% | +9.4% |
| INTC | Buy | INTEL CORP | $3,705,000 | +75.0% | 71,934 | +81.1% | 0.23% | +60.4% |
| UBER | Buy | UBER TECHNOLOGIES INC | $3,678,000 | +525.5% | 87,688 | +567.9% | 0.23% | +472.5% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $3,575,000 | +12.2% | 31,896 | +3.5% | 0.22% | +2.8% |
| MCD | Buy | MCDONALDS CORP | $3,556,000 | +13.2% | 13,263 | +1.8% | 0.22% | +3.7% |
| V | Buy | VISA INC | $3,566,000 | -1.1% | 16,454 | +1.6% | 0.22% | -9.8% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $3,374,000 | +39.7% | 28,050 | +29.6% | 0.21% | +27.3% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $3,348,000 | +4.1% | 52,665 | +3.6% | 0.21% | -4.6% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $3,350,000 | +48.0% | 30,273 | +37.8% | 0.21% | +35.7% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $3,354,000 | +8.8% | 14,841 | +5.3% | 0.21% | -0.5% |
| IBB | Buy | ISHARES TRishares biotech | $3,331,000 | +1.2% | 21,821 | +7.2% | 0.21% | -7.1% |
| IYW | Buy | ISHARES TRu.s. tech etf | $3,302,000 | +21.1% | 28,769 | +6.8% | 0.21% | +10.8% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $3,275,000 | +9.8% | 28,776 | +0.3% | 0.20% | +0.5% |
| TGT | Buy | TARGET CORP | $3,200,000 | +54.8% | 14,768 | +61.6% | 0.20% | +41.1% |
| FISV | Buy | FISERV INC | $3,180,000 | +1.0% | 30,645 | +5.5% | 0.20% | -7.9% |
| TSLX | Buy | SIXTH STREET SPECIALTY LENDN | $3,107,000 | +13.7% | 132,825 | +8.0% | 0.19% | +4.3% |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $3,080,000 | – | 59,467 | +100.0% | 0.19% | – |
| CSCO | Buy | CISCO SYS INC | $3,027,000 | +18.1% | 47,759 | +1.4% | 0.19% | +8.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $2,965,000 | +39.5% | 10,136 | +26.5% | 0.18% | +27.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,966,000 | +16.8% | 17,270 | +4.5% | 0.18% | +6.9% |
| PH | Buy | PARKER-HANNIFIN CORP | $2,926,000 | +47.2% | 9,197 | +29.4% | 0.18% | +33.8% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $2,878,000 | +3.0% | 7,525 | +1.8% | 0.18% | -6.3% |
| LOW | Buy | LOWES COS INC | $2,788,000 | +55.1% | 10,785 | +21.7% | 0.17% | +41.5% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $2,705,000 | +9.0% | 10,154 | +1.1% | 0.17% | 0.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,718,000 | +141.4% | 12,678 | +105.0% | 0.17% | +119.5% |
| MRK | Buy | MERCK & CO INC | $2,657,000 | +2.4% | 34,656 | +0.4% | 0.17% | -6.2% |
| APD | Buy | AIR PRODS & CHEMS INC | $2,649,000 | +33.9% | 8,706 | +12.7% | 0.16% | +22.2% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $2,609,000 | +206.6% | 29,810 | +111.3% | 0.16% | +181.0% |
| HUSV | New | FIRST TR EXCH TRADED FD IIIhorizon dmst etf | $2,619,000 | – | 73,006 | +100.0% | 0.16% | – |
| EFV | Buy | ISHARES TReafe value etf | $2,591,000 | +2.8% | 51,410 | +3.7% | 0.16% | -5.8% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $2,584,000 | +40.0% | 10,293 | +17.5% | 0.16% | +27.8% |
| DE | Buy | DEERE & CO | $2,577,000 | +71.0% | 7,518 | +67.3% | 0.16% | +56.3% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $2,555,000 | +38.0% | 38,814 | +31.6% | 0.16% | +26.2% |
| EFG | Buy | ISHARES TReafe grwth etf | $2,516,000 | +7.2% | 22,810 | +3.5% | 0.16% | -1.9% |
| WFC | Buy | WELLS FARGO CO NEW | $2,487,000 | +64.1% | 51,820 | +58.8% | 0.16% | +50.5% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $2,456,000 | +11.1% | 13,515 | +7.4% | 0.15% | +1.3% |
| PANW | Buy | PALO ALTO NETWORKS INC | $2,434,000 | +23.8% | 4,372 | +6.5% | 0.15% | +13.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,420,000 | +329.8% | 8,544 | +299.6% | 0.15% | +297.4% |
| MU | Buy | MICRON TECHNOLOGY INC | $2,401,000 | +60.5% | 25,771 | +22.3% | 0.15% | +47.1% |
| BAC | Buy | BK OF AMERICA CORP | $2,397,000 | +5.1% | 53,873 | +0.3% | 0.15% | -4.5% |
| SDY | Buy | SPDR SER TRs&p divid etf | $2,384,000 | +19.4% | 18,466 | +8.7% | 0.15% | +9.6% |
| IRT | New | INDEPENDENCE RLTY TR INC | $2,352,000 | – | 91,045 | +100.0% | 0.15% | – |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $2,240,000 | +4.0% | 101,336 | +4.1% | 0.14% | -4.8% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $2,225,000 | +2.9% | 61,008 | +2.1% | 0.14% | -5.4% |
| DOW | Buy | DOW INC | $2,162,000 | +159.9% | 38,110 | +163.6% | 0.14% | +136.8% |
| AMAT | Buy | APPLIED MATLS INC | $2,146,000 | +24.3% | 13,637 | +1.7% | 0.13% | +13.6% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $2,098,000 | -11.9% | 16,516 | +1.5% | 0.13% | -19.1% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $2,107,000 | -1.6% | 43,136 | +1.5% | 0.13% | -10.3% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,063,000 | +195.6% | 19,201 | +180.0% | 0.13% | +168.8% |
| LLY | Buy | LILLY ELI & CO | $2,065,000 | +24.8% | 7,479 | +4.4% | 0.13% | +14.2% |
| KRE | Buy | SPDR SER TRs&p regl bkg | $2,050,000 | +170.4% | 28,921 | +158.6% | 0.13% | +146.2% |
| NUE | Buy | NUCOR CORP | $2,019,000 | +88.2% | 17,682 | +62.3% | 0.13% | +72.6% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $2,006,000 | +118.8% | 18,332 | +121.0% | 0.12% | +98.4% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $2,012,000 | +32.8% | 26,432 | +27.8% | 0.12% | +21.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,985,000 | +42.0% | 14,851 | +47.5% | 0.12% | +30.5% |
| SLV | Buy | ISHARES SILVER TRishares | $1,996,000 | +4.9% | 92,805 | +0.1% | 0.12% | -4.6% |
| KO | Buy | COCA COLA CO | $1,979,000 | +13.6% | 33,435 | +0.7% | 0.12% | +3.4% |
| EOG | Buy | EOG RES INC | $1,939,000 | +33.0% | 21,831 | +20.2% | 0.12% | +22.2% |
| MCK | Buy | MCKESSON CORP | $1,926,000 | +26.6% | 7,751 | +1.6% | 0.12% | +15.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,926,000 | +207.7% | 6,304 | +175.9% | 0.12% | +179.1% |
| HON | Buy | HONEYWELL INTL INC | $1,904,000 | +4.4% | 9,124 | +6.1% | 0.12% | -4.0% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,900,000 | +23.2% | 26,218 | +8.9% | 0.12% | +12.4% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $1,858,000 | -6.1% | 15,644 | +17.1% | 0.12% | -14.1% |
| ALLY | Buy | ALLY FINL INC | $1,842,000 | +59.3% | 38,697 | +70.7% | 0.12% | +45.6% |
| MS | Buy | MORGAN STANLEY | $1,843,000 | +227.4% | 18,777 | +224.7% | 0.12% | +202.6% |
| CAT | Buy | CATERPILLAR INC | $1,849,000 | +52.1% | 8,946 | +41.3% | 0.12% | +38.6% |
| RKT | Buy | ROCKET COS INC | $1,811,000 | +15.9% | 129,403 | +32.8% | 0.11% | +6.6% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,814,000 | +31.1% | 17,294 | +21.9% | 0.11% | +20.2% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $1,811,000 | +58.9% | 62,901 | +40.1% | 0.11% | +44.9% |
| ACWV | Buy | ISHARES INCmsci gbl min vol | $1,789,000 | +27.2% | 16,519 | +20.7% | 0.11% | +16.7% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $1,776,000 | +16.8% | 6,810 | +5.2% | 0.11% | +6.7% |
| VSTO | Buy | VISTA OUTDOOR INC | $1,779,000 | +22.6% | 38,602 | +7.2% | 0.11% | +12.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,762,000 | +115.4% | 29,419 | +122.1% | 0.11% | +96.4% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,772,000 | +13.2% | 87,231 | +14.5% | 0.11% | +2.8% |
| XFLT | Buy | XAI OCTAGON FLOATING RATE & | $1,751,000 | +5.2% | 196,341 | +1.2% | 0.11% | -4.4% |
| IFRA | Buy | ISHARES TRus infrastruc | $1,740,000 | +16.2% | 45,482 | +3.5% | 0.11% | +5.9% |
| AGM | New | FEDERAL AGRIC MTG CORPcl c | $1,681,000 | – | 13,564 | +100.0% | 0.10% | – |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $1,660,000 | +3.7% | 16,342 | +4.0% | 0.10% | -5.5% |
| GILD | Buy | GILEAD SCIENCES INC | $1,656,000 | +16.5% | 22,800 | +12.0% | 0.10% | +6.2% |
| DZSI | Buy | DZS INC | $1,639,000 | +78.9% | 101,050 | +35.2% | 0.10% | +64.5% |
| IUSB | Buy | ISHARES TRcore total usd | $1,615,000 | +40.2% | 30,522 | +41.0% | 0.10% | +27.8% |
| WPC | Buy | WP CAREY INC | $1,609,000 | +13.2% | 19,609 | +0.7% | 0.10% | +3.1% |
| TMUS | Buy | T-MOBILE US INC | $1,609,000 | -2.5% | 13,882 | +7.5% | 0.10% | -10.7% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $1,598,000 | +8.3% | 8,465 | +0.7% | 0.10% | -1.0% |
| INVH | Buy | INVITATION HOMES INC | $1,582,000 | +21.5% | 34,920 | +2.8% | 0.10% | +11.2% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $1,588,000 | +19.0% | 10,159 | +6.0% | 0.10% | +8.8% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $1,567,000 | +19.1% | 9,568 | +7.7% | 0.10% | +8.9% |
| PXD | Buy | PIONEER NAT RES CO | $1,559,000 | +21.6% | 8,572 | +11.3% | 0.10% | +11.5% |
| LEN | Buy | LENNAR CORPcl a | $1,557,000 | +33.5% | 13,398 | +7.7% | 0.10% | +22.8% |
| TXN | Buy | TEXAS INSTRS INC | $1,536,000 | +27.3% | 8,151 | +29.8% | 0.10% | +17.1% |
| SDG | Buy | ISHARES TRmsci gbl sus dev | $1,510,000 | -2.3% | 16,641 | +3.5% | 0.09% | -10.5% |
| NKE | Buy | NIKE INCcl b | $1,513,000 | +25.0% | 9,073 | +8.9% | 0.09% | +14.6% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $1,483,000 | +73.7% | 9,072 | +56.4% | 0.09% | +58.6% |
| NIO | Buy | NIO INCspon ads | $1,469,000 | +25.9% | 46,387 | +41.5% | 0.09% | +15.0% |
| MDT | Buy | MEDTRONIC PLC | $1,454,000 | -10.5% | 14,063 | +8.4% | 0.09% | -18.0% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $1,463,000 | +945.0% | 33,984 | +851.1% | 0.09% | +810.0% |
| K | Buy | KELLOGG CO | $1,434,000 | +2.9% | 22,258 | +2.1% | 0.09% | -6.3% |
| LYFT | Buy | LYFT INC | $1,429,000 | -17.6% | 33,449 | +3.4% | 0.09% | -24.6% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,431,000 | +33.0% | 3,452 | +2.6% | 0.09% | +21.9% |
| NOW | Buy | SERVICENOW INC | $1,435,000 | +11.8% | 2,211 | +7.3% | 0.09% | +1.1% |
| SO | Buy | SOUTHERN CO | $1,405,000 | +13.1% | 20,484 | +2.2% | 0.09% | +3.5% |
| FSK | Buy | FS KKR CAP CORP | $1,372,000 | +41.3% | 65,538 | +48.8% | 0.09% | +30.3% |
| O | Buy | REALTY INCOME CORP | $1,369,000 | +16.5% | 19,125 | +5.5% | 0.08% | +6.2% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $1,333,000 | +39.7% | 15,309 | +146.4% | 0.08% | +27.7% |
| VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $1,334,000 | +68.4% | 26,708 | +69.1% | 0.08% | +53.7% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,326,000 | +8.6% | 15,388 | +8.5% | 0.08% | 0.0% |
| ARKW | Buy | ARK ETF TRnext gnrtn inter | $1,322,000 | -11.1% | 11,148 | +4.1% | 0.08% | -18.8% |
| ORCL | Buy | ORACLE CORP | $1,294,000 | +1.8% | 14,840 | +1.7% | 0.08% | -6.9% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,305,000 | +0.8% | 2,302 | +2.4% | 0.08% | -8.0% |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $1,278,000 | +10.3% | 28,235 | +3.1% | 0.08% | +1.3% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $1,291,000 | +25.0% | 5,978 | +4.9% | 0.08% | +14.3% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $1,257,000 | +3.1% | 18,912 | +4.9% | 0.08% | -6.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,253,000 | +3.1% | 7,667 | +5.7% | 0.08% | -6.0% |
| DFS | Buy | DISCOVER FINL SVCS | $1,242,000 | +0.3% | 10,746 | +6.7% | 0.08% | -8.3% |
| PLD | Buy | PROLOGIS INC. | $1,235,000 | +54.8% | 7,331 | +15.2% | 0.08% | +42.6% |
| AMGN | Buy | AMGEN INC | $1,222,000 | +18.4% | 5,432 | +11.9% | 0.08% | +8.6% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $1,218,000 | +30.7% | 15,856 | +28.3% | 0.08% | +18.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,199,000 | +10.6% | 16,059 | +10.1% | 0.08% | +1.4% |
| NBB | Buy | NUVEEN TAXABLE MUNICPAL INM | $1,190,000 | +3.4% | 52,437 | +4.4% | 0.07% | -5.1% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $1,189,000 | +202.5% | 5,888 | +158.6% | 0.07% | +174.1% |
| STAG | Buy | STAG INDL INC | $1,183,000 | +445.2% | 24,654 | +345.7% | 0.07% | +393.3% |
| OKE | Buy | ONEOK INC NEW | $1,190,000 | +2.1% | 20,254 | +0.8% | 0.07% | -6.3% |
| IBDN | Buy | ISHARES TRibonds dec22 etf | $1,165,000 | +26.5% | 46,312 | +27.4% | 0.07% | +15.9% |
| SHAK | Buy | SHAKE SHACK INCcl a | $1,156,000 | +23.8% | 16,015 | +34.6% | 0.07% | +12.5% |
| WEC | Buy | WEC ENERGY GROUP INC | $1,148,000 | +11.5% | 11,830 | +1.3% | 0.07% | +2.9% |
| QQQX | Buy | NUVEEN NASDAQ 100 DYNAMIC OV | $1,151,000 | +8.5% | 37,561 | +0.4% | 0.07% | 0.0% |
| ICVT | Buy | ISHARES TRconv bd etf | $1,129,000 | +40.6% | 12,658 | +57.2% | 0.07% | +27.3% |
| MT | Buy | ARCELORMITTAL SA LUXEMBOURGny registry sh | $1,111,000 | +9.5% | 34,910 | +3.8% | 0.07% | 0.0% |
| XSVM | Buy | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $1,109,000 | +17.5% | 20,570 | +9.8% | 0.07% | +7.8% |
| BLK | Buy | BLACKROCK INC | $1,090,000 | +16.5% | 1,191 | +6.7% | 0.07% | +6.2% |
| DTE | Buy | DTE ENERGY CO | $1,092,000 | +15.7% | 9,141 | +8.2% | 0.07% | +6.2% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $1,095,000 | +162.0% | 24,388 | +151.2% | 0.07% | +142.9% |
| CWH | Buy | CAMPING WORLD HLDGS INCcl a | $1,078,000 | +6.6% | 26,695 | +2.6% | 0.07% | -2.9% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,071,000 | +32.2% | 9,293 | +28.5% | 0.07% | +21.8% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $1,055,000 | +8.5% | 135,034 | +16.9% | 0.07% | 0.0% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $1,057,000 | +15.0% | 6,030 | +3.6% | 0.07% | +4.8% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $1,064,000 | +25.6% | 36,741 | +15.2% | 0.07% | +13.8% |
| CLF | Buy | CLEVELAND-CLIFFS INC NEW | $1,041,000 | +13.2% | 47,786 | +2.9% | 0.06% | +3.2% |
| DD | Buy | DUPONT DE NEMOURS INC | $1,048,000 | +21.6% | 12,968 | +2.4% | 0.06% | +10.2% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $1,039,000 | +22.1% | 46,846 | +21.5% | 0.06% | +12.1% |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $1,031,000 | – | 8,096 | +100.0% | 0.06% | – |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $1,019,000 | +588.5% | 2,761 | +519.1% | 0.06% | +540.0% |
| DHR | Buy | DANAHER CORPORATION | $1,025,000 | +17.5% | 3,117 | +8.8% | 0.06% | +8.5% |
| ZTS | Buy | ZOETIS INCcl a | $1,018,000 | +26.6% | 4,170 | +0.5% | 0.06% | +14.5% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $1,011,000 | +337.7% | 5,838 | +267.6% | 0.06% | +293.8% |
| TECL | Buy | DIREXION SHS ETF TRdly tech bull 3x | $1,017,000 | +84.9% | 11,803 | +21.5% | 0.06% | +70.3% |
| IYY | Buy | ISHARES TRdow jones us etf | $1,012,000 | +9.9% | 8,586 | +0.6% | 0.06% | 0.0% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $1,011,000 | +54.4% | 38,973 | +56.4% | 0.06% | +40.0% |
| IDHQ | Buy | INVESCO EXCH TRADED FD TR IIs&p intl qulty | $993,000 | +21.1% | 30,977 | +14.1% | 0.06% | +10.7% |
| URA | Buy | GLOBAL X FDSglobal x uranium | $987,000 | +35.2% | 43,230 | +41.0% | 0.06% | +24.0% |
| LULU | Buy | LULULEMON ATHLETICA INC | $993,000 | +0.2% | 2,536 | +3.6% | 0.06% | -8.8% |
| SYY | Buy | SYSCO CORP | $978,000 | +13.5% | 12,447 | +13.3% | 0.06% | +3.4% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $973,000 | +16.2% | 11,976 | +18.0% | 0.06% | +7.0% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $968,000 | +28.4% | 37,714 | +30.1% | 0.06% | +17.6% |
| MOTI | Buy | VANECK ETF TRUSTmrngstr int moat | $942,000 | -0.3% | 29,318 | +4.1% | 0.06% | -7.8% |
| Buy | DERMTECH INC | $951,000 | -46.0% | 60,175 | +9.8% | 0.06% | -50.8% | |
| XOP | Buy | SPDR SER TRs&p oilgas exp | $947,000 | +596.3% | 9,872 | +601.6% | 0.06% | +555.6% |
| DGRO | Buy | ISHARES TRcore div grwth | $924,000 | +20.9% | 16,622 | +9.3% | 0.06% | +11.5% |
| CSX | Buy | CSX CORP | $911,000 | +30.3% | 24,223 | +3.1% | 0.06% | +18.8% |
| GTO | New | INVESCO ACTIVELY MANAGED ETFtotal return | $912,000 | – | 16,183 | +100.0% | 0.06% | – |
| Buy | GENERAL ELECTRIC CO | $909,000 | +10.2% | 9,614 | +20.1% | 0.06% | +1.8% | |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $922,000 | +4.2% | 13,506 | +0.2% | 0.06% | -5.0% |
| PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $905,000 | +20.8% | 112,817 | +15.6% | 0.06% | +9.8% |
| MOO | Buy | VANECK ETF TRUSTagribusiness etf | $894,000 | +6.9% | 9,364 | +2.2% | 0.06% | -1.8% |
| EMR | Buy | EMERSON ELEC CO | $900,000 | +220.3% | 9,680 | +223.7% | 0.06% | +194.7% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $879,000 | +42.9% | 2,845 | +18.4% | 0.06% | +31.0% |
| WDFC | Buy | WD 40 CO | $889,000 | +44.6% | 3,634 | +36.7% | 0.06% | +31.0% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $878,000 | +100.9% | 33,215 | +104.1% | 0.06% | +83.3% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $868,000 | +18.9% | 2,877 | +5.2% | 0.05% | +8.0% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $871,000 | +36.1% | 20,881 | +6.2% | 0.05% | +22.7% |
| AAP | Buy | ADVANCE AUTO PARTS INC | $868,000 | +15.7% | 3,615 | +0.6% | 0.05% | +5.9% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $865,000 | +29.1% | 3,505 | +4.7% | 0.05% | +17.4% |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $851,000 | +150.3% | 14,559 | +124.9% | 0.05% | +130.4% |
| DKNG | Buy | DRAFTKINGS INC | $857,000 | -29.4% | 31,211 | +23.9% | 0.05% | -36.1% |
| ASML | Buy | ASML HOLDING N V | $847,000 | +18.5% | 1,064 | +10.8% | 0.05% | +8.2% |
| CNC | Buy | CENTENE CORP DEL | $842,000 | +39.2% | 10,222 | +5.3% | 0.05% | +26.8% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $833,000 | +11.2% | 12,616 | +100.9% | 0.05% | +2.0% |
| ET | Buy | ENERGY TRANSFER L P | $830,000 | -7.1% | 100,875 | +8.2% | 0.05% | -14.8% |
| FTCH | Buy | FARFETCH LTDord sh cl a | $832,000 | +31.0% | 24,900 | +47.0% | 0.05% | +20.9% |
| PSR | Buy | INVESCO ACTIVELY MANAGED ETFactive us real | $812,000 | +32.7% | 6,753 | +14.0% | 0.05% | +21.4% |
| KHC | Buy | KRAFT HEINZ CO | $825,000 | +5.0% | 22,954 | +7.5% | 0.05% | -5.6% |
| RDNT | Buy | RADNET INC | $821,000 | +2.8% | 27,276 | +0.0% | 0.05% | -5.6% |
| ARCC | Buy | ARES CAPITAL CORP | $808,000 | +10.5% | 38,142 | +6.0% | 0.05% | 0.0% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $809,000 | +42.7% | 4,894 | +28.0% | 0.05% | +28.2% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $789,000 | +101.3% | 4,182 | +80.6% | 0.05% | +81.5% |
| WTRG | Buy | ESSENTIAL UTILS INC | $783,000 | +18.6% | 14,572 | +1.7% | 0.05% | +8.9% |
| KMI | Buy | KINDER MORGAN INC DEL | $780,000 | +11.1% | 51,064 | +21.7% | 0.05% | +2.1% |
| BGS | Buy | B & G FOODS INC NEW | $794,000 | +4.2% | 25,819 | +1.3% | 0.05% | -5.8% |
| SIGI | Buy | SELECTIVE INS GROUP INC | $785,000 | +8.9% | 9,583 | +0.4% | 0.05% | 0.0% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $777,000 | +36.8% | 8,571 | +19.4% | 0.05% | +23.1% |
| CMI | Buy | CUMMINS INC | $771,000 | +0.9% | 3,533 | +3.8% | 0.05% | -7.7% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $771,000 | +25.8% | 3,692 | +4.2% | 0.05% | +14.3% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $772,000 | +5.2% | 3,850 | +2.6% | 0.05% | -4.0% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $774,000 | +16.7% | 18,773 | +0.6% | 0.05% | +6.7% |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $764,000 | – | 14,670 | +100.0% | 0.05% | – |
| MAIN | Buy | MAIN STR CAP CORP | $747,000 | +9.5% | 16,656 | +0.4% | 0.05% | +2.2% |
| RF | New | REGIONS FINANCIAL CORP NEW | $753,000 | – | 34,561 | +100.0% | 0.05% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $761,000 | – | 13,548 | +100.0% | 0.05% | – |
| SNY | Buy | SANOFIsponsored adr | $757,000 | +6.6% | 15,095 | +2.5% | 0.05% | -2.1% |
| BLKB | Buy | BLACKBAUD INC | $739,000 | +12.5% | 9,365 | +0.3% | 0.05% | +2.2% |
| New | PROSHARES TRbitcoin strate | $727,000 | – | 25,149 | +100.0% | 0.04% | – | |
| BITQ | Buy | EXCHANGE TRADED CONCEPTS TRbitwise crypto | $727,000 | +83.1% | 34,627 | +89.1% | 0.04% | +66.7% |
| COMT | Buy | ISHARES U S ETF TRgsci cmdty stgy | $720,000 | -6.2% | 23,305 | +8.7% | 0.04% | -13.5% |
| IMTM | Buy | ISHARES TRmsci intl moment | $719,000 | +4.5% | 18,901 | +4.6% | 0.04% | -4.3% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $696,000 | -1.3% | 7,546 | +0.5% | 0.04% | -10.4% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $683,000 | +8.1% | 12,423 | +7.5% | 0.04% | 0.0% |
| XHS | Buy | SPDR SER TRhlth care svcs | $688,000 | +5.0% | 6,487 | +3.1% | 0.04% | -4.4% |
| New | RIVIAN AUTOMOTIVE INC | $696,000 | – | 6,721 | +100.0% | 0.04% | – | |
| IWD | Buy | ISHARES TRrus 1000 val etf | $692,000 | +39.2% | 4,121 | +29.6% | 0.04% | +26.5% |
| DG | Buy | DOLLAR GEN CORP NEW | $671,000 | +18.6% | 2,847 | +6.6% | 0.04% | +7.7% |
| RNG | Buy | RINGCENTRAL INCcl a | $674,000 | +22.8% | 3,599 | +42.6% | 0.04% | +13.5% |
| SCHW | Buy | SCHWAB CHARLES CORP | $674,000 | +39.0% | 8,020 | +20.6% | 0.04% | +27.3% |
| CL | Buy | COLGATE PALMOLIVE CO | $659,000 | +13.4% | 7,734 | +0.6% | 0.04% | +2.5% |
| PDI | Buy | PIMCO DYNAMIC INCOME FD | $660,000 | +428.0% | 25,446 | +442.4% | 0.04% | +355.6% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $649,000 | +108.0% | 1,805 | +474.8% | 0.04% | +90.5% |
| AOK | Buy | ISHARES TRconser alloc etf | $640,000 | +16.6% | 16,015 | +15.3% | 0.04% | +8.1% |
| Buy | GXO LOGISTICS INCORPORATED | $626,000 | +17.4% | 6,886 | +1.5% | 0.04% | +8.3% | |
| LNG | Buy | CHENIERE ENERGY INC | $627,000 | +13.0% | 6,183 | +8.7% | 0.04% | +2.6% |
| KMB | Buy | KIMBERLY-CLARK CORP | $631,000 | +29.3% | 4,411 | +20.1% | 0.04% | +18.2% |
| RGI | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $627,000 | +14.2% | 3,175 | +5.6% | 0.04% | +5.4% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $607,000 | +29.7% | 1,638 | +5.0% | 0.04% | +18.8% |
| BIZD | Buy | VANECK ETF TRUST | $617,000 | +12.6% | 35,828 | +12.1% | 0.04% | +2.7% |
| MGV | New | VANGUARD WORLD FDmega cap val etf | $587,000 | – | 5,493 | +100.0% | 0.04% | – |
| REM | Buy | ISHARES TRmortge rel etf | $592,000 | +66.3% | 17,137 | +73.9% | 0.04% | +54.2% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $588,000 | +7.5% | 11,954 | +0.0% | 0.04% | 0.0% |
| BDX | Buy | BECTON DICKINSON & CO | $599,000 | +69.2% | 2,382 | +65.8% | 0.04% | +54.2% |
| IBDR | New | ISHARES TRibonds dec2026 | $570,000 | – | 21,886 | +100.0% | 0.04% | – |
| ONEY | Buy | SPDR SER TRrussell yield | $581,000 | +13.7% | 5,788 | +5.5% | 0.04% | +2.9% |
| GAIN | Buy | GLADSTONE INVT CORP | $581,000 | +24.4% | 33,992 | +0.9% | 0.04% | +12.5% |
| PSX | Buy | PHILLIPS 66 | $557,000 | +55.2% | 7,684 | +50.1% | 0.04% | +45.8% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $548,000 | +11.6% | 2,151 | +3.6% | 0.03% | +3.0% |
| SLB | Buy | SCHLUMBERGER LTD | $550,000 | +42.1% | 18,398 | +41.0% | 0.03% | +30.8% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $552,000 | +8.7% | 3,559 | +15.3% | 0.03% | -2.9% |
| VMW | Buy | VMWARE INC | $551,000 | +32.1% | 4,750 | +69.1% | 0.03% | +21.4% |
| COWN | Buy | COWEN INCcl a new | $540,000 | +44.4% | 14,950 | +37.2% | 0.03% | +36.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $542,000 | +21.0% | 2,538 | +24.9% | 0.03% | +9.7% |
| New | KRANESHARES TRquadratic defla | $552,000 | – | 21,160 | +100.0% | 0.03% | – | |
| GNMA | Buy | ISHARES TRgnma bond etf | $552,000 | +6.2% | 11,099 | +6.8% | 0.03% | -2.9% |
| CI | Buy | CIGNA CORP NEW | $553,000 | +42.5% | 2,411 | +24.7% | 0.03% | +30.8% |
| WDAY | Buy | WORKDAY INCcl a | $526,000 | +12.6% | 1,925 | +2.8% | 0.03% | +3.1% |
| EQIX | Buy | EQUINIX INC | $524,000 | +50.1% | 620 | +40.6% | 0.03% | +37.5% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $507,000 | +83.0% | 3,745 | +59.9% | 0.03% | +68.4% |
| DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $518,000 | +4.2% | 24,955 | +1.3% | 0.03% | -5.9% |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $507,000 | +42.0% | 4,485 | +3.5% | 0.03% | +33.3% |
| SLY | New | SPDR SER TRs&p 600 sml cap | $506,000 | – | 5,090 | +100.0% | 0.03% | – |
| ADSK | Buy | AUTODESK INC | $520,000 | +22.6% | 1,849 | +24.4% | 0.03% | +10.3% |
| GNRC | Buy | GENERAC HLDGS INC | $517,000 | -13.5% | 1,467 | +0.3% | 0.03% | -22.0% |
| BDJ | Buy | BLACKROCK ENHANCED EQUITY DI | $518,000 | +7.5% | 51,387 | +4.3% | 0.03% | -3.0% |
| MAS | Buy | MASCO CORP | $515,000 | +32.1% | 7,330 | +4.3% | 0.03% | +18.5% |
| DTD | Buy | WISDOMTREE TRus total dividnd | $508,000 | +8.1% | 7,842 | +96.0% | 0.03% | 0.0% |
| DOCS | New | DOXIMITY INCcl a | $521,000 | – | 10,390 | +100.0% | 0.03% | – |
| COM | Buy | DIREXION SHS ETF TRauspce cmd stg | $514,000 | +73.6% | 17,599 | +88.3% | 0.03% | +60.0% |
| USHY | Buy | ISHARES TRbroad usd high | $504,000 | +1.6% | 12,241 | +2.4% | 0.03% | -8.8% |
| ITB | Buy | ISHARES TRus home cons etf | $495,000 | +189.5% | 5,969 | +129.7% | 0.03% | +158.3% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $497,000 | +9.5% | 2,720 | +9.1% | 0.03% | 0.0% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $495,000 | +6.9% | 283 | +11.0% | 0.03% | -3.1% |
| QQQJ | Buy | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $503,000 | +137.3% | 14,965 | +132.3% | 0.03% | +121.4% |
| FCVT | New | FIRST TR EXCHANGE-TRADED FDssi strg etf | $502,000 | – | 12,106 | +100.0% | 0.03% | – |
| OKTA | Buy | OKTA INCcl a | $497,000 | +13.2% | 2,423 | +18.7% | 0.03% | +3.3% |
| EQX | Buy | EQUINOX GOLD CORP | $497,000 | +2.9% | 73,465 | +0.2% | 0.03% | -6.1% |
| SYK | Buy | STRYKER CORPORATION | $480,000 | +50.9% | 1,799 | +49.3% | 0.03% | +36.4% |
| DAL | Buy | DELTA AIR LINES INC DEL | $477,000 | +8.7% | 12,198 | +18.4% | 0.03% | 0.0% |
| ZS | Buy | ZSCALER INC | $477,000 | +49.1% | 1,530 | +20.0% | 0.03% | +36.4% |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP | $489,000 | +20.7% | 5,790 | +7.8% | 0.03% | +7.1% |
| AMP | Buy | AMERIPRISE FINL INC | $460,000 | +21.7% | 1,524 | +6.6% | 0.03% | +11.5% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $458,000 | +17.4% | 14,541 | +15.9% | 0.03% | +7.4% |
| AGNC | Buy | AGNC INVT CORP | $467,000 | +0.2% | 31,027 | +4.9% | 0.03% | -9.4% |
| IYE | Buy | ISHARES TRu.s. energy etf | $468,000 | +111.8% | 15,552 | +99.1% | 0.03% | +93.3% |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $455,000 | – | 10,845 | +100.0% | 0.03% | – |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $457,000 | -10.0% | 702 | +0.7% | 0.03% | -20.0% |
| IPAC | Buy | ISHARES TRcore msci pac | $455,000 | +37.0% | 7,130 | +44.0% | 0.03% | +21.7% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $447,000 | -0.7% | 3,470 | +0.4% | 0.03% | -9.7% |
| ALL | Buy | ALLSTATE CORP | $444,000 | -2.8% | 3,775 | +5.1% | 0.03% | -9.7% |
| HWM | Buy | HOWMET AEROSPACE INC | $442,000 | +4.0% | 13,899 | +2.0% | 0.03% | -3.4% |
| LVHI | Buy | LEGG MASON ETF INVT TRint lw vty hgh | $444,000 | +14.7% | 16,741 | +10.6% | 0.03% | +7.7% |
| IWR | Buy | ISHARES TRrus mid cap etf | $439,000 | +7.3% | 5,289 | +1.1% | 0.03% | -3.6% |
| DIAL | New | COLUMBIA ETF TR Idiversifid fxd | $431,000 | – | 20,246 | +100.0% | 0.03% | – |
| CTVA | Buy | CORTEVA INC | $437,000 | +13.2% | 9,221 | +0.7% | 0.03% | +3.8% |
| CMP | Buy | COMPASS MINERALS INTL INC | $435,000 | -12.1% | 8,516 | +10.8% | 0.03% | -20.6% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $436,000 | +232.8% | 13,198 | +233.5% | 0.03% | +200.0% |
| ADI | Buy | ANALOG DEVICES INC | $429,000 | +15.3% | 2,442 | +10.0% | 0.03% | +8.0% |
| HPQ | Buy | HP INC | $433,000 | +42.9% | 11,488 | +3.4% | 0.03% | +28.6% |
| KFS | Buy | KINGSWAY FINL SVCS INC | $440,000 | +5.5% | 80,305 | +3.3% | 0.03% | -3.6% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $434,000 | +65.0% | 6,950 | +65.0% | 0.03% | +50.0% |
| MSGE | Buy | MADISON SQUARE GRDN ENTERTNMcl a | $412,000 | +22.3% | 5,860 | +26.4% | 0.03% | +13.0% |
| NEM | Buy | NEWMONT CORP | $410,000 | +213.0% | 6,612 | +174.7% | 0.03% | +188.9% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $412,000 | -7.4% | 1,094 | +1.4% | 0.03% | -13.3% |
| CTLT | Buy | CATALENT INC | $420,000 | +12.3% | 3,284 | +16.9% | 0.03% | +4.0% |
| ABR | Buy | ARBOR REALTY TRUST INC | $423,000 | +4.2% | 23,105 | +5.5% | 0.03% | -7.1% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $407,000 | +30.9% | 1,138 | +4.4% | 0.02% | +19.0% |
| FNV | Buy | FRANCO NEV CORP | $397,000 | +7.0% | 2,872 | +0.5% | 0.02% | 0.0% |
| ADNT | Buy | ADIENT PLC | $407,000 | +15.6% | 8,493 | +0.2% | 0.02% | +4.2% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $403,000 | +13.8% | 1,531 | +0.1% | 0.02% | +4.2% |
| BLDR | Buy | BUILDERS FIRSTSOURCE INC | $404,000 | +81.2% | 4,711 | +9.2% | 0.02% | +66.7% |
| VALE | Buy | VALE S Asponsored ads | $405,000 | +95.7% | 28,945 | +95.9% | 0.02% | +78.6% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $396,000 | +2.3% | 8,539 | +0.6% | 0.02% | -3.8% |
| JETS | Buy | ETF SER SOLUTIONSus glb jets | $405,000 | -4.7% | 19,205 | +6.7% | 0.02% | -13.8% |
| AQN | Buy | ALGONQUIN PWR UTILS CORP | $394,000 | +19.4% | 27,285 | +21.3% | 0.02% | +13.6% |
| J | Buy | JACOBS ENGR GROUP INC | $398,000 | +11.2% | 2,857 | +6.0% | 0.02% | +4.2% |
| NAD | Buy | NUVEEN QUALITY MUNCP INCOME | $404,000 | +3.1% | 25,086 | +0.1% | 0.02% | -7.4% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $390,000 | +23.8% | 1,725 | +29.1% | 0.02% | +14.3% |
| GLTR | New | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $389,000 | – | 4,353 | +100.0% | 0.02% | – |
| HDEF | Buy | DBX ETF TRxtrack msci eafe | $378,000 | +4.4% | 16,004 | +0.4% | 0.02% | -4.0% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $378,000 | +9.2% | 3,100 | +1.6% | 0.02% | 0.0% |
| HDMV | New | FIRST TR EXCH TRADED FD IIIhorizon mngd etf | $379,000 | – | 11,937 | +100.0% | 0.02% | – |
| PRU | Buy | PRUDENTIAL FINL INC | $382,000 | +17.5% | 3,526 | +14.0% | 0.02% | +9.1% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $378,000 | -1.0% | 5,140 | +0.0% | 0.02% | -7.7% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $371,000 | +78.4% | 6,119 | +78.7% | 0.02% | +64.3% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $368,000 | -1.9% | 4,726 | +1.9% | 0.02% | -11.5% |
| TECH | Buy | BIO-TECHNE CORP | $366,000 | +25.3% | 708 | +17.6% | 0.02% | +15.0% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $368,000 | +7.6% | 23,586 | +4.8% | 0.02% | 0.0% |
| EMN | Buy | EASTMAN CHEM CO | $347,000 | +22.2% | 2,871 | +1.7% | 0.02% | +15.8% |
| TFC | Buy | TRUIST FINL CORP | $349,000 | +3.6% | 5,951 | +3.9% | 0.02% | -4.3% |
| ROKU | Buy | ROKU INC | $347,000 | +9.8% | 1,526 | +51.1% | 0.02% | 0.0% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $348,000 | +18.8% | 3,542 | +7.0% | 0.02% | +10.0% |
| Buy | KIRKLAND LAKE GOLD LTD | $352,000 | +44.9% | 8,399 | +43.5% | 0.02% | +29.4% | |
| XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $357,000 | – | 3,936 | +100.0% | 0.02% | – |
| OGE | Buy | OGE ENERGY CORP | $357,000 | +17.4% | 9,277 | +0.4% | 0.02% | +4.8% |
| LESL | Buy | LESLIES INC | $355,000 | +42.6% | 15,019 | +23.9% | 0.02% | +29.4% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $352,000 | +34.9% | 6,664 | +24.4% | 0.02% | +22.2% |
| BB | Buy | BLACKBERRY LTD | $346,000 | +7.8% | 37,058 | +12.0% | 0.02% | 0.0% |
| EWT | New | ISHARES INCmsci taiwan etf | $347,000 | – | 5,220 | +100.0% | 0.02% | – |
| CMRE | New | COSTAMARE INC | $331,000 | – | 26,135 | +100.0% | 0.02% | – |
| SOXX | Buy | ISHARES TRishares semicdtr | $332,000 | +114.2% | 613 | +76.7% | 0.02% | +90.9% |
| CPB | Buy | CAMPBELL SOUP CO | $336,000 | +24.0% | 7,751 | +19.4% | 0.02% | +16.7% |
| RY | Buy | ROYAL BK CDA | $340,000 | +17.2% | 3,201 | +10.0% | 0.02% | +5.0% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $329,000 | +113.6% | 3,535 | +100.4% | 0.02% | +110.0% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $337,000 | +28.1% | 1,632 | +2.3% | 0.02% | +16.7% |
| NJR | Buy | NEW JERSEY RES CORP | $329,000 | +18.8% | 8,017 | +0.7% | 0.02% | +10.5% |
| FEMS | New | FIRST TR EXCH TRD ALPHDX FDem sml cp alph | $340,000 | – | 8,462 | +100.0% | 0.02% | – |
| YUM | Buy | YUM BRANDS INC | $341,000 | +19.2% | 2,458 | +5.0% | 0.02% | +10.5% |
| DWAS | Buy | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $333,000 | +6.7% | 3,702 | +4.3% | 0.02% | 0.0% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $341,000 | +13.7% | 3,527 | +8.8% | 0.02% | +5.0% |
| GSEW | Buy | GOLDMAN SACHS ETF TRequal weight us | $333,000 | +49.3% | 4,652 | +39.6% | 0.02% | +40.0% |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $342,000 | +4.9% | 9,266 | +10.6% | 0.02% | -4.5% |
| IDV | Buy | ISHARES TRintl sel div etf | $320,000 | +4.9% | 10,241 | +2.2% | 0.02% | -4.8% |
| HNDL | Buy | STRATEGY SHSns 7handl idx | $313,000 | +19.0% | 12,049 | +14.6% | 0.02% | +11.1% |
| USB | Buy | US BANCORP DEL | $327,000 | +20.7% | 5,807 | +27.7% | 0.02% | +11.1% |
| GIII | New | G III APPAREL GROUP LTD | $321,000 | – | 11,600 | +100.0% | 0.02% | – |
| ANET | Buy | ARISTA NETWORKS INC | $315,000 | +74.0% | 2,189 | +315.4% | 0.02% | +66.7% |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC | $321,000 | +22.5% | 2,058 | +4.0% | 0.02% | +11.1% |
| LDUR | New | PIMCO ETF TRenhncd lw dur ac | $313,000 | – | 3,113 | +100.0% | 0.02% | – |
| TPR | Buy | TAPESTRY INC | $314,000 | +14.2% | 7,726 | +4.2% | 0.02% | +5.3% |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $323,000 | -11.0% | 15,571 | +14.5% | 0.02% | -20.0% |
| TQQQ | New | PROSHARES TRultrapro qqq | $319,000 | – | 1,919 | +100.0% | 0.02% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $307,000 | – | 3,607 | +100.0% | 0.02% | – |
| New | DIGITAL WORLD ACQUISITION CO | $298,000 | – | 5,791 | +100.0% | 0.02% | – | |
| ESBA | New | EMPIRE ST RLTY OP L Punit ltd prtnsp | $312,000 | – | 35,224 | +100.0% | 0.02% | – |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $299,000 | +21.5% | 5,529 | +16.9% | 0.02% | +11.8% |
| A | Buy | AGILENT TECHNOLOGIES INC | $310,000 | +31.4% | 1,944 | +30.0% | 0.02% | +18.8% |
| VLO | Buy | VALERO ENERGY CORP | $306,000 | +9.3% | 4,073 | +2.7% | 0.02% | 0.0% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $303,000 | +0.3% | 5,387 | +0.4% | 0.02% | -9.5% |
| AFIN | Buy | AMERICAN FIN TR INC | $309,000 | +20.2% | 33,834 | +5.7% | 0.02% | +5.6% |
| COG | New | COTERRA ENERGY INC | $307,000 | – | 16,130 | +100.0% | 0.02% | – |
| PFXF | New | VANECK ETF TRUSTpreferred securt | $303,000 | – | 13,871 | +100.0% | 0.02% | – |
| SUSC | New | ISHARES TResg awre usd etf | $301,000 | – | 11,029 | +100.0% | 0.02% | – |
| DRI | Buy | DARDEN RESTAURANTS INC | $308,000 | -0.3% | 2,050 | +0.2% | 0.02% | -9.5% |
| WSM | Buy | WILLIAMS SONOMA INC | $312,000 | +81.4% | 1,845 | +90.8% | 0.02% | +58.3% |
| Buy | OCWEN FINL CORP | $302,000 | +45.2% | 7,558 | +2.2% | 0.02% | +35.7% | |
| OXY | Buy | OCCIDENTAL PETE CORP | $299,000 | +8.7% | 10,310 | +11.0% | 0.02% | 0.0% |
| AOM | Buy | ISHARES TRmodert alloc etf | $288,000 | +3.2% | 6,351 | +2.0% | 0.02% | -5.3% |
| CC | Buy | CHEMOURS CO | $295,000 | +25.0% | 8,795 | +8.2% | 0.02% | +12.5% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $289,000 | +17.0% | 7,732 | +10.5% | 0.02% | +5.9% |
| BMO | Buy | BANK MONTREAL QUE | $293,000 | +42.9% | 2,725 | +32.5% | 0.02% | +28.6% |
| DBD | New | DIEBOLD NIXDORF INC | $291,000 | – | 32,200 | +100.0% | 0.02% | – |
| OCSL | Buy | OAKTREE SPECIALTY LENDING CO | $284,000 | +110.4% | 38,033 | +99.1% | 0.02% | +100.0% |
| LTPZ | New | PIMCO ETF TR15+ yr us tips | $289,000 | – | 3,169 | +100.0% | 0.02% | – |
| JEPI | New | J P MORGAN EXCHANGE-TRADED Fequity premium | $290,000 | – | 4,592 | +100.0% | 0.02% | – |
| CNP | Buy | CENTERPOINT ENERGY INC | $292,000 | +14.1% | 10,461 | +0.7% | 0.02% | +5.9% |
| NERD | Buy | LISTED FD TRroundhill bitk | $270,000 | -2.9% | 10,875 | +0.5% | 0.02% | -10.5% |
| APAM | Buy | ARTISAN PARTNERS ASSET MGMTcl a | $278,000 | -1.8% | 5,816 | +0.4% | 0.02% | -10.5% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $265,000 | +2.3% | 4,774 | +2.2% | 0.02% | -5.6% |
| GOF | Buy | GUGGENHEIM STRATEGIC OPPORTU | $271,000 | +29.0% | 14,800 | +35.2% | 0.02% | +21.4% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $274,000 | +5.4% | 2,206 | +1.1% | 0.02% | -5.6% |
| SAND | Buy | SANDSTORM GOLD LTD | $274,000 | +64.1% | 44,225 | +52.6% | 0.02% | +54.5% |
| IWB | Buy | ISHARES TRrus 1000 etf | $265,000 | +29.3% | 1,002 | +17.9% | 0.02% | +21.4% |
| DRIV | Buy | GLOBAL X FDSautonmous ev etf | $268,000 | +56.7% | 8,772 | +41.4% | 0.02% | +41.7% |
| SHW | Buy | SHERWIN WILLIAMS CO | $274,000 | +46.5% | 777 | +16.8% | 0.02% | +30.8% |
| CMA | Buy | COMERICA INC | $270,000 | +52.5% | 3,100 | +40.9% | 0.02% | +41.7% |
| MC | Buy | MOELIS & COcl a | $271,000 | +2.7% | 4,323 | +0.8% | 0.02% | -5.6% |
| DHI | Buy | D R HORTON INC | $275,000 | +91.0% | 2,537 | +47.5% | 0.02% | +70.0% |
| UL | Buy | UNILEVER PLCspon adr new | $273,000 | +0.7% | 5,069 | +1.3% | 0.02% | -5.6% |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $270,000 | – | 4,391 | +100.0% | 0.02% | – |
| ESML | Buy | ISHARES TResg aware msci | $253,000 | +118.1% | 6,264 | +110.8% | 0.02% | +100.0% |
| TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $257,000 | +90.4% | 9,189 | +89.9% | 0.02% | +77.8% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $264,000 | +41.2% | 17,622 | +45.8% | 0.02% | +23.1% |
| BKE | Buy | BUCKLE INC | $250,000 | +7.3% | 5,913 | +0.6% | 0.02% | 0.0% |
| GPC | Buy | GENUINE PARTS CO | $262,000 | +20.7% | 1,871 | +4.6% | 0.02% | +6.7% |
| GPN | Buy | GLOBAL PMTS INC | $251,000 | +7.3% | 1,853 | +24.3% | 0.02% | 0.0% |
| OGN | Buy | ORGANON & CO | $254,000 | +1.6% | 8,290 | +8.9% | 0.02% | -5.9% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $256,000 | +113.3% | 5,441 | +97.4% | 0.02% | +100.0% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $260,000 | +21.5% | 4,885 | +10.9% | 0.02% | +6.7% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $253,000 | +43.8% | 7,793 | +45.4% | 0.02% | +33.3% |
| RSG | Buy | REPUBLIC SVCS INC | $257,000 | +22.4% | 1,843 | +5.2% | 0.02% | +14.3% |
| SIX | Buy | SIX FLAGS ENTMT CORP NEW | $259,000 | +7.5% | 6,075 | +7.0% | 0.02% | 0.0% |
| XEL | Buy | XCEL ENERGY INC | $258,000 | +13.2% | 3,824 | +4.7% | 0.02% | 0.0% |
| QS | Buy | QUANTUMSCAPE CORP | $259,000 | +23.9% | 13,968 | +63.8% | 0.02% | +14.3% |
| IGBH | New | ISHARES U S ETF TRint rt hd long | $253,000 | – | 10,151 | +100.0% | 0.02% | – |
| MFIN | New | MEDALLION FINL CORP | $254,000 | – | 43,800 | +100.0% | 0.02% | – |
| PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $257,000 | +96.2% | 9,775 | +98.3% | 0.02% | +77.8% |
| DDD | Buy | 3-D SYS CORP DEL | $261,000 | -6.5% | 12,120 | +19.8% | 0.02% | -15.8% |
| UMC | Buy | UNITED MICROELECTRONICS CORPspon adr new | $252,000 | +56.5% | 21,519 | +52.6% | 0.02% | +45.5% |
| CLR | Buy | CONTINENTAL RES INC | $252,000 | +17.2% | 5,629 | +21.1% | 0.02% | +6.7% |
| CHI | Buy | CALAMOS CONV OPPORTUNITIES &sh ben int | $259,000 | +1.2% | 17,117 | +0.1% | 0.02% | -5.9% |
| BANX | Buy | STONECASTLE FINL CORP | $255,000 | +29.4% | 11,626 | +30.6% | 0.02% | +23.1% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $259,000 | +149.0% | 4,327 | +148.4% | 0.02% | +128.6% |
| SU | Buy | SUNCOR ENERGY INC NEW | $264,000 | +57.1% | 10,585 | +30.6% | 0.02% | +45.5% |
| EXAS | Buy | EXACT SCIENCES CORP | $247,000 | +22.9% | 3,180 | +50.9% | 0.02% | +7.1% |
| TXT | Buy | TEXTRON INC | $241,000 | +21.7% | 3,128 | +10.6% | 0.02% | +15.4% |
| FTNT | Buy | FORTINET INC | $238,000 | +61.9% | 660 | +30.2% | 0.02% | +50.0% |
| BBCA | New | J P MORGAN EXCHANGE-TRADED Fbetabuilders cda | $246,000 | – | 3,666 | +100.0% | 0.02% | – |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $233,000 | +8.4% | 3,878 | +8.1% | 0.02% | 0.0% |
| TSN | Buy | TYSON FOODS INCcl a | $236,000 | +10.8% | 2,706 | +0.4% | 0.02% | 0.0% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $247,000 | +13.3% | 2,604 | +1.6% | 0.02% | 0.0% |
| SNPE | Buy | DBX ETF TRxtrackers s&p | $238,000 | +80.3% | 5,581 | +60.4% | 0.02% | +66.7% |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $233,000 | – | 16,231 | +100.0% | 0.02% | – |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $239,000 | +3.5% | 1,238 | +1.1% | 0.02% | -6.2% |
| AAON | Buy | AAON INC | $231,000 | +30.5% | 2,912 | +7.4% | 0.01% | +16.7% |
| AVTR | New | AVANTOR INC | $224,000 | – | 5,294 | +100.0% | 0.01% | – |
| AZEK | Buy | AZEK CO INCcl a | $218,000 | +33.7% | 4,724 | +5.8% | 0.01% | +27.3% |
| CF | Buy | CF INDS HLDGS INC | $228,000 | +28.8% | 3,210 | +1.2% | 0.01% | +16.7% |
| CME | Buy | CME GROUP INC | $231,000 | +21.6% | 1,013 | +2.9% | 0.01% | +7.7% |
| FTHI | New | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $230,000 | – | 10,441 | +100.0% | 0.01% | – |
| IDXX | Buy | IDEXX LABS INC | $227,000 | +10.2% | 344 | +3.6% | 0.01% | 0.0% |
| URTH | Buy | ISHARES INCmsci world etf | $222,000 | +15.0% | 1,638 | +7.6% | 0.01% | +7.7% |
| SGOV | New | ISHARES TR0-3 mnth treasry | $218,000 | – | 2,180 | +100.0% | 0.01% | – |
| URTY | New | PROSHARES TRultr russl2000 | $228,000 | – | 2,254 | +100.0% | 0.01% | – |
| JNK | Buy | SPDR SER TRbloomberg high y | $230,000 | +23.7% | 2,318 | +36.4% | 0.01% | +7.7% |
| TRP | Buy | TC ENERGY CORP | $227,000 | -3.4% | 4,868 | +0.0% | 0.01% | -12.5% |
| VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $227,000 | +7.6% | 1,501 | +0.1% | 0.01% | 0.0% |
| HRZN | New | HORIZON TECHNOLOGY FIN CORP | $203,000 | – | 12,750 | +100.0% | 0.01% | – |
| OR | New | OSISKO GOLD ROYALTIES LTD | $201,000 | – | 16,442 | +100.0% | 0.01% | – |
| IYF | Buy | ISHARES TRu.s. finls etf | $207,000 | +5.1% | 2,394 | +0.3% | 0.01% | 0.0% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $203,000 | +4.1% | 690 | +4.1% | 0.01% | 0.0% |
| OUSA | Buy | OSI ETF TRoshares us qualt | $211,000 | +71.5% | 4,530 | +53.6% | 0.01% | +62.5% |
| SMDV | New | PROSHARES TRruss 2000 divd | $213,000 | – | 3,192 | +100.0% | 0.01% | – |
| JMBS | New | JANUS DETROIT STR TRhenderson mtg | $210,000 | – | 3,977 | +100.0% | 0.01% | – |
| OMFL | New | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $215,000 | – | 4,238 | +100.0% | 0.01% | – |
| Y | New | ALLEGHANY CORP MD | $203,000 | – | 305 | +100.0% | 0.01% | – |
| COLD | Buy | AMERICOLD RLTY TR | $215,000 | +69.3% | 6,572 | +49.4% | 0.01% | +44.4% |
| HSY | Buy | HERSHEY CO | $202,000 | +17.4% | 1,043 | +2.5% | 0.01% | +8.3% |
| NRK | Buy | NUVEEN NEW YORK AMT QLT MUNI | $216,000 | +16.8% | 15,650 | +17.2% | 0.01% | 0.0% |
| NVS | Buy | NOVARTIS AGsponsored adr | $208,000 | +50.7% | 2,374 | +40.8% | 0.01% | +44.4% |
| FSLY | Buy | FASTLY INCcl a | $206,000 | -1.4% | 5,075 | +1.6% | 0.01% | -7.1% |
| THRM | New | GENTHERM INC | $206,000 | – | 2,368 | +100.0% | 0.01% | – |
| DEO | Buy | DIAGEO PLCspon adr new | $201,000 | +29.7% | 912 | +13.2% | 0.01% | +18.2% |
| STT | Buy | STATE STR CORP | $204,000 | +20.7% | 2,198 | +10.2% | 0.01% | +8.3% |
| New | WOLFSPEED INC | $211,000 | – | 1,890 | +100.0% | 0.01% | – | |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $211,000 | +3.4% | 2,020 | +4.7% | 0.01% | -7.1% |
| URI | Buy | UNITED RENTALS INC | $215,000 | +9.1% | 647 | +15.3% | 0.01% | 0.0% |
| WSO | Buy | WATSCO INC | $211,000 | +18.5% | 676 | +0.3% | 0.01% | +8.3% |
| FFIV | Buy | F5 INC | $213,000 | +29.1% | 868 | +4.8% | 0.01% | +18.2% |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $188,000 | – | 3,726 | +100.0% | 0.01% | – |
| FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $193,000 | +14.9% | 4,150 | +1.6% | 0.01% | +9.1% |
| GLOB | Buy | GLOBANT S A | $196,000 | +17.4% | 623 | +5.1% | 0.01% | +9.1% |
| FPXI | New | FIRST TR EXCHANGE TRADED FDintl equity opp | $192,000 | – | 3,344 | +100.0% | 0.01% | – |
| PTA | Buy | COHEN & STEERS TAX ADVAN PFD | $200,000 | +10.5% | 8,325 | +15.0% | 0.01% | 0.0% |
| HTGC | Buy | HERCULES CAPITAL INC | $194,000 | +0.5% | 11,679 | +0.1% | 0.01% | -7.7% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $195,000 | +23.4% | 3,840 | +24.2% | 0.01% | +9.1% |
| MTCH | Buy | MATCH GROUP INC NEW | $187,000 | -11.0% | 1,409 | +5.4% | 0.01% | -14.3% |
| INFO | Buy | IHS MARKIT LTD | $200,000 | +14.3% | 1,507 | +0.5% | 0.01% | 0.0% |
| IBUY | Buy | AMPLIFY ETF TRonlin retl etf | $195,000 | -18.1% | 2,210 | +1.5% | 0.01% | -25.0% |
| IBN | Buy | ICICI BANK LIMITEDadr | $189,000 | +76.6% | 9,563 | +68.6% | 0.01% | +71.4% |
| PSA | New | PUBLIC STORAGE | $187,000 | – | 500 | +100.0% | 0.01% | – |
| SJM | Buy | SMUCKER J M CO | $191,000 | +21.7% | 1,405 | +7.3% | 0.01% | +9.1% |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $200,000 | – | 4,003 | +100.0% | 0.01% | – |
| New | INNOVATOR ETFS TRs&p invt grd pfd | $195,000 | – | 8,131 | +100.0% | 0.01% | – | |
| ESPO | Buy | VANECK ETF TRUSTvideo gmng esprt | $182,000 | +5.2% | 2,754 | +3.2% | 0.01% | -8.3% |
| CSF | New | VICTORY PORTFOLIOS II | $169,000 | – | 2,631 | +100.0% | 0.01% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $180,000 | – | 1,350 | +100.0% | 0.01% | – |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $178,000 | – | 6,830 | +100.0% | 0.01% | – | |
| EXPD | New | EXPEDITORS INTL WASH INC | $169,000 | – | 1,253 | +100.0% | 0.01% | – |
| CXSE | Buy | WISDOMTREE TRchinadiv ex fi | $169,000 | -6.6% | 3,398 | +0.1% | 0.01% | -8.3% |
| TER | New | TERADYNE INC | $169,000 | – | 1,031 | +100.0% | 0.01% | – |
| BJ | New | BJS WHSL CLUB HLDGS INC | $183,000 | – | 2,729 | +100.0% | 0.01% | – |
| RGCO | Buy | RGC RES INC | $177,000 | +21.2% | 7,713 | +19.3% | 0.01% | +10.0% |
| CALF | Buy | PACER FDS TRpacer us small | $174,000 | +19.2% | 4,049 | +18.0% | 0.01% | +10.0% |
| IBDD | Buy | ISHARES TRibonds mar23 etf | $174,000 | +17.6% | 6,500 | +18.2% | 0.01% | +10.0% |
| MKC | New | MCCORMICK & CO INC | $177,000 | – | 1,826 | +100.0% | 0.01% | – |
| MAXR | Buy | MAXAR TECHNOLOGIES INC | $180,000 | +5.9% | 6,100 | +1.7% | 0.01% | -8.3% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $179,000 | +7.2% | 3,593 | +2.5% | 0.01% | 0.0% |
| GPS | Buy | GAP INC | $171,000 | -17.4% | 9,702 | +6.9% | 0.01% | -21.4% |
| DHY | Buy | CREDIT SUISSE HIGH YIELD BDsh ben int | $164,000 | +12.3% | 66,529 | +12.7% | 0.01% | 0.0% |
| FTCI | New | FTC SOLAR INC | $155,000 | – | 20,516 | +100.0% | 0.01% | – |
| DNP | Buy | DNP SELECT INCOME FD INC | $153,000 | +10.1% | 14,063 | +7.7% | 0.01% | +11.1% |
| EMQQ | Buy | EXCHANGE TRADED CONCEPTS TRemqq em intern | $158,000 | -10.2% | 3,688 | +3.5% | 0.01% | -16.7% |
| EFC | Buy | ELLINGTON FINANCIAL INC | $153,000 | -1.9% | 8,950 | +5.3% | 0.01% | -9.1% |
| EIX | Buy | EDISON INTL | $157,000 | +45.4% | 2,304 | +17.6% | 0.01% | +42.9% |
| EVT | New | EATON VANCE TAX ADVT DIV INC | $165,000 | – | 5,523 | +100.0% | 0.01% | – |
| CB | Buy | CHUBB LIMITED | $160,000 | +17.6% | 827 | +5.9% | 0.01% | +11.1% |
| ALC | Buy | ALCON AG | $163,000 | +10.9% | 1,873 | +2.1% | 0.01% | 0.0% |
| ICLR | Buy | ICON PLC | $160,000 | +28.0% | 516 | +8.6% | 0.01% | +11.1% |
| LDEM | New | ISHARES TResg msci em ldrs | $167,000 | – | 2,905 | +100.0% | 0.01% | – |
| PINS | Buy | PINTEREST INCcl a | $167,000 | -30.1% | 4,804 | +2.4% | 0.01% | -37.5% |
| IAGG | New | ISHARES TRcore intl aggr | $168,000 | – | 3,079 | +100.0% | 0.01% | – |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $164,000 | +59.2% | 6,401 | +62.3% | 0.01% | +42.9% |
| YORW | Buy | YORK WTR CO | $165,000 | +17.9% | 3,307 | +3.4% | 0.01% | 0.0% |
| RWJ | Buy | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $167,000 | +42.7% | 1,356 | +35.2% | 0.01% | +25.0% |
| XRLV | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 ex rat | $165,000 | +11.5% | 3,167 | +0.2% | 0.01% | 0.0% |
| CMS | Buy | CMS ENERGY CORP | $167,000 | +42.7% | 2,573 | +30.8% | 0.01% | +25.0% |
| New | INVENTRUST PPTYS CORP | $155,000 | – | 5,659 | +100.0% | 0.01% | – | |
| INTU | New | INTUIT | $153,000 | – | 237 | +100.0% | 0.01% | – |
| SPGM | Buy | SPDR INDEX SHS FDSportfli msci gbl | $159,000 | +23.3% | 2,757 | +16.9% | 0.01% | +11.1% |
| WCLD | Buy | WISDOMTREE TR | $156,000 | -3.1% | 3,002 | +7.2% | 0.01% | -9.1% |
| GRES | Buy | INDEXIQ ETF TRiq glb res etf | $162,000 | +8.7% | 5,285 | +2.0% | 0.01% | 0.0% |
| SYLD | Buy | CAMBRIA ETF TR | $168,000 | +17.5% | 2,607 | +9.9% | 0.01% | 0.0% |
| RYLD | Buy | GLOBAL X FDSrussell 2000 | $155,000 | -1.9% | 6,361 | +0.3% | 0.01% | -9.1% |
| New | CION INVT CORP | $157,000 | – | 12,017 | +100.0% | 0.01% | – | |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $155,000 | +32.5% | 1,750 | +11.3% | 0.01% | +25.0% |
| DIVB | New | ISHARES TRus divid bybck | $150,000 | – | 3,511 | +100.0% | 0.01% | – |
| SBSW | New | SIBANYE STILLWATER LTDsponsored adr | $138,000 | – | 11,071 | +100.0% | 0.01% | – |
| ARTNA | Buy | ARTESIAN RES CORPcl a | $147,000 | +26.7% | 3,173 | +4.1% | 0.01% | +12.5% |
| FWONK | New | LIBERTY MEDIA CORP DEL | $137,000 | – | 2,166 | +100.0% | 0.01% | – |
| SRE | Buy | SEMPRA | $142,000 | +8.4% | 1,073 | +3.5% | 0.01% | 0.0% |
| FSLR | Buy | FIRST SOLAR INC | $141,000 | -2.8% | 1,625 | +6.6% | 0.01% | -10.0% |
| New | LUCID GROUP INC | $151,000 | – | 3,980 | +100.0% | 0.01% | – | |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $147,000 | – | 3,065 | +100.0% | 0.01% | – |
| FIGS | Buy | FIGS INCcl a | $144,000 | +10.8% | 5,202 | +48.5% | 0.01% | 0.0% |
| HRTG | New | HERITAGE INSURANCE HLDGS INC | $139,000 | – | 23,623 | +100.0% | 0.01% | – |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $145,000 | +0.7% | 3,746 | +1.1% | 0.01% | -10.0% |
| PGR | Buy | PROGRESSIVE CORP | $147,000 | +14.8% | 1,434 | +1.2% | 0.01% | 0.0% |
| XHB | New | SPDR SER TRs&p homebuild | $143,000 | – | 1,665 | +100.0% | 0.01% | – |
| GLW | Buy | CORNING INC | $150,000 | +33.9% | 4,031 | +30.0% | 0.01% | +12.5% |
| AIG | Buy | AMERICAN INTL GROUP INC | $138,000 | +5.3% | 2,413 | +1.0% | 0.01% | 0.0% |
| CE | Buy | CELANESE CORP DEL | $138,000 | +12.2% | 825 | +1.1% | 0.01% | +12.5% |
| FTC | New | FIRST TRUST LRGCP GWT ALPHAD | $148,000 | – | 1,231 | +100.0% | 0.01% | – |
| ROST | Buy | ROSS STORES INC | $145,000 | +19.8% | 1,274 | +14.5% | 0.01% | +12.5% |
| ISMD | New | NORTHERN LTS FD TR IVinspire smal etf | $150,000 | – | 4,256 | +100.0% | 0.01% | – |
| NVCR | New | NOVOCURE LTD | $148,000 | – | 1,971 | +100.0% | 0.01% | – |
| GDV | Buy | GABELLI DIVID & INCOME TR | $149,000 | +21.1% | 5,546 | +16.9% | 0.01% | +12.5% |
| SMIN | Buy | ISHARES TRmsci india sm cp | $142,000 | +1.4% | 2,358 | +1.0% | 0.01% | -10.0% |
| PTY | New | PIMCO CORPORATE & INCOME OPP | $140,000 | – | 8,485 | +100.0% | 0.01% | – |
| FTA | New | FIRST TR LRG CP VL ALPHADEX | $147,000 | – | 2,115 | +100.0% | 0.01% | – |
| ROK | Buy | ROCKWELL AUTOMATION INC | $139,000 | +33.7% | 398 | +11.8% | 0.01% | +28.6% |
| SSRM | Buy | SSR MNG INC | $142,000 | +31.5% | 7,995 | +7.4% | 0.01% | +28.6% |
| DOC | Buy | PHYSICIANS RLTY TR | $138,000 | +8.7% | 7,365 | +2.0% | 0.01% | 0.0% |
| TD | Buy | TORONTO DOMINION BK ONT | $145,000 | +16.0% | 1,905 | +0.4% | 0.01% | 0.0% |
| SWX | Buy | SOUTHWEST GAS HLDGS INC | $148,000 | +5.7% | 2,116 | +0.8% | 0.01% | -10.0% |
| EAGG | New | ISHARES TResg awr us agrgt | $145,000 | – | 2,622 | +100.0% | 0.01% | – |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $142,000 | +42.0% | 675 | +29.6% | 0.01% | +28.6% |
| LNT | Buy | ALLIANT ENERGY CORP | $133,000 | +9.9% | 2,167 | +0.0% | 0.01% | 0.0% |
| KWR | Buy | QUAKER HOUGHTON | $123,000 | -1.6% | 534 | +2.1% | 0.01% | -11.1% |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $132,000 | +6.5% | 11,993 | +0.1% | 0.01% | 0.0% |
| PBCT | Buy | PEOPLES UNITED FINANCIAL INC | $136,000 | +2.3% | 7,632 | +0.1% | 0.01% | -11.1% |
| PACB | Buy | PACIFIC BIOSCIENCES CALIF IN | $133,000 | -7.6% | 6,500 | +15.4% | 0.01% | -20.0% |
| MOS | Buy | MOSAIC CO NEW | $128,000 | +16.4% | 3,251 | +4.9% | 0.01% | +14.3% |
| MPLX | Buy | MPLX LP | $129,000 | +18.3% | 4,328 | +13.1% | 0.01% | +14.3% |
| SGFY | Buy | SIGNIFY HEALTH INC | $122,000 | -7.6% | 8,550 | +15.5% | 0.01% | -11.1% |
| IRBO | Buy | ISHARES TRrobotics artif | $122,000 | -1.6% | 2,932 | +0.2% | 0.01% | 0.0% |
| HYDB | New | ISHARES TRhigh yld bd fctr | $126,000 | – | 2,454 | +100.0% | 0.01% | – |
| TDOC | Buy | TELADOC HEALTH INC | $126,000 | -24.6% | 1,940 | +2.6% | 0.01% | -27.3% |
| VFC | Buy | V F CORP | $131,000 | +17.0% | 1,781 | +5.9% | 0.01% | 0.0% |
| HUBB | New | HUBBELL INC | $133,000 | – | 640 | +100.0% | 0.01% | – |
| QDEF | Buy | FLEXSHARES TRqlt div def idx | $132,000 | +28.2% | 2,229 | +15.6% | 0.01% | +14.3% |
| Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $133,000 | +26.7% | 820 | +29.5% | 0.01% | +14.3% | |
| EMLP | New | FIRST TR EXCHANGE-TRADED FDno amer energy | $130,000 | – | 5,230 | +100.0% | 0.01% | – |
| FDUS | Buy | FIDUS INVT CORP | $133,000 | +10.8% | 7,408 | +7.6% | 0.01% | 0.0% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $127,000 | +14.4% | 1,418 | +12.9% | 0.01% | 0.0% |
| AQUA | New | EVOQUA WATER TECHNOLOGIES CO | $132,000 | – | 2,831 | +100.0% | 0.01% | – |
| DLTR | New | DOLLAR TREE INC | $136,000 | – | 962 | +100.0% | 0.01% | – |
| WSC | New | WILLSCOT MOBIL MINI HLDNG CO | $123,000 | – | 3,000 | +100.0% | 0.01% | – |
| KMX | New | CARMAX INC | $128,000 | – | 985 | +100.0% | 0.01% | – |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $125,000 | +8.7% | 1,476 | +1.9% | 0.01% | 0.0% |
| AZO | New | AUTOZONE INC | $129,000 | – | 61 | +100.0% | 0.01% | – |
| AWR | Buy | AMER STATES WTR CO | $124,000 | +20.4% | 1,205 | +0.1% | 0.01% | +14.3% |
| RMM | New | RIVERNORTH MANAGED DUR MUN I | $124,000 | – | 6,150 | +100.0% | 0.01% | – |
| YOLO | Buy | ADVISORSHARES TRpure cannabis | $122,000 | -16.4% | 9,371 | +5.1% | 0.01% | -20.0% |
| ROP | New | ROPER TECHNOLOGIES INC | $122,000 | – | 248 | +100.0% | 0.01% | – |
| New | MARKFORGED HOLDING CORPORATI | $113,000 | – | 20,949 | +100.0% | 0.01% | – | |
| MPW | New | MEDICAL PPTYS TRUST INC | $107,000 | – | 4,504 | +100.0% | 0.01% | – |
| STE | New | STERIS PLC | $119,000 | – | 486 | +100.0% | 0.01% | – |
| AGGY | New | WISDOMTREE TRyield enhancd us | $106,000 | – | 2,033 | +100.0% | 0.01% | – |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $119,000 | +15.5% | 255 | +5.4% | 0.01% | 0.0% |
| ON | New | ON SEMICONDUCTOR CORP | $118,000 | – | 1,730 | +100.0% | 0.01% | – |
| ENVA | New | ENOVA INTL INC | $105,000 | – | 2,553 | +100.0% | 0.01% | – |
| MFMS | Buy | RBB FD INCmotley fool sml | $114,000 | -3.4% | 3,117 | +3.7% | 0.01% | -12.5% |
| IAC | Buy | IAC INTERACTIVECORP NEW | $112,000 | +4.7% | 849 | +4.9% | 0.01% | 0.0% |
| VRSK | New | VERISK ANALYTICS INC | $109,000 | – | 481 | +100.0% | 0.01% | – |
| TRN | New | TRINITY INDS INC | $114,000 | – | 3,762 | +100.0% | 0.01% | – |
| RYF | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $116,000 | +5.5% | 1,803 | +0.7% | 0.01% | 0.0% |
| BUG | New | GLOBAL X FDScybrscurty etf | $107,000 | – | 3,363 | +100.0% | 0.01% | – |
| PSL | Buy | INVESCO EXCHANGE TRADED FD Tdwa staples | $110,000 | +10.0% | 1,201 | +7.4% | 0.01% | 0.0% |
| TTEK | New | TETRA TECH INC NEW | $108,000 | – | 635 | +100.0% | 0.01% | – |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $116,000 | +11.5% | 3,229 | +12.7% | 0.01% | 0.0% |
| EUSB | Buy | ISHARES TResg adv ttl usd | $120,000 | +8.1% | 2,430 | +9.2% | 0.01% | -12.5% |
| KBH | New | KB HOME | $116,000 | – | 2,600 | +100.0% | 0.01% | – |
| FEP | New | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $114,000 | – | 2,654 | +100.0% | 0.01% | – |
| FAST | New | FASTENAL CO | $105,000 | – | 1,638 | +100.0% | 0.01% | – |
| ECC | New | EAGLE PT CR CO LLC | $103,000 | – | 7,350 | +100.0% | 0.01% | – |
| IVOV | New | VANGUARD ADMIRAL FDS INCmidcp 400 val | $104,000 | – | 615 | +100.0% | 0.01% | – |
| WPM | New | WHEATON PRECIOUS METALS CORP | $100,000 | – | 2,347 | +100.0% | 0.01% | – |
| DHS | New | WISDOMTREE TRus high dividend | $104,000 | – | 1,259 | +100.0% | 0.01% | – |
| CNI | New | CANADIAN NATL RY CO | $100,000 | – | 813 | +100.0% | 0.01% | – |
| HUM | New | HUMANA INC | $102,000 | – | 220 | +100.0% | 0.01% | – |
| PWB | New | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $102,000 | – | 1,263 | +100.0% | 0.01% | – |
| BHB | New | BAR HBR BANKSHARES | $101,000 | – | 3,484 | +100.0% | 0.01% | – |
| AMSF | New | AMERISAFE INC | $101,000 | – | 1,881 | +100.0% | 0.01% | – |
| TPYP | New | MANAGED PORTFOLIO SERIEStortoise nram pi | $103,000 | – | 4,648 | +100.0% | 0.01% | – |
| DIAX | New | NUVEEN DOW 30 DYNMC OVERWRT | $100,000 | – | 5,630 | +100.0% | 0.01% | – |
| SJNK | New | SPDR SER TRbloomberg sht te | $104,000 | – | 3,869 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 25 | Q3 2023 | 6.2% |
| SPDR S&P 500 ETF TR | 25 | Q3 2023 | 7.8% |
| AMAZON COM INC | 25 | Q3 2023 | 2.7% |
| VANGUARD INDEX FDS | 25 | Q3 2023 | 2.6% |
| BERKSHIRE HATHAWAY INC DEL | 25 | Q3 2023 | 2.9% |
| BRISTOL-MYERS SQUIBB CO | 25 | Q3 2023 | 2.9% |
| MICROSOFT CORP | 25 | Q3 2023 | 2.1% |
| ISHARES TR | 25 | Q3 2023 | 10.4% |
| NVIDIA CORPORATION | 25 | Q3 2023 | 1.7% |
| META PLATFORMS INC | 25 | Q3 2023 | 1.2% |
View Belpointe Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-15 |
View Belpointe Asset Management 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.