$238 Million is the total value of TRUEWEALTH LLC's 742 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 21.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KO | Sell | COCA COLA CO | $51,451,000 | +0.8% | 1,151,534 | -0.1% | 21.63% | -13.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $17,258,000 | +36.5% | 55,727 | +13.9% | 7.25% | +17.9% |
| HD | Sell | HOME DEPOT INC | $8,955,000 | +28.9% | 35,747 | -3.9% | 3.76% | +11.3% |
| AAPL | Sell | APPLE INC | $8,212,000 | +28.3% | 22,511 | -10.6% | 3.45% | +10.7% |
| LMT | Buy | LOCKHEED MARTIN CORP | $7,760,000 | +26.1% | 21,265 | +17.1% | 3.26% | +8.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $7,199,000 | +53.7% | 125,940 | +34.2% | 3.03% | +32.7% |
| EFA | Buy | ISHARES TRmsci eafe etf | $6,786,000 | +127.7% | 111,485 | +100.0% | 2.85% | +96.6% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $5,504,000 | +11.7% | 48,876 | -1.6% | 2.31% | -3.6% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSftse dev mkt etf | $5,427,000 | +71.6% | 139,910 | +47.5% | 2.28% | +48.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,303,000 | +5.3% | 13,954 | -12.0% | 1.81% | -9.1% |
| MSFT | Buy | MICROSOFT CORP | $3,813,000 | +32.1% | 18,735 | +2.4% | 1.60% | +14.1% |
| AMZN | Sell | AMAZON COM INC | $2,974,000 | +30.0% | 1,078 | -8.1% | 1.25% | +12.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,599,000 | +22.0% | 38,051 | +0.2% | 1.09% | +5.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $2,531,000 | +2.8% | 21,410 | +0.3% | 1.06% | -11.3% |
| IWB | Sell | ISHARES TRrus 1000 etf | $2,331,000 | +21.2% | 13,576 | -0.2% | 0.98% | +4.6% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $2,221,000 | +11.0% | 22,300 | -0.7% | 0.93% | -4.1% |
| D | Buy | DOMINION ENERGY INC | $2,065,000 | +27.6% | 25,441 | +13.5% | 0.87% | +10.2% |
| T | Sell | AT&T INC | $2,036,000 | +3.5% | 67,348 | -0.2% | 0.86% | -10.6% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,024,000 | +7.0% | 42,519 | -7.8% | 0.85% | -7.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,022,000 | +52.8% | 51,036 | +29.4% | 0.85% | +32.0% |
| MMM | Sell | 3M CO | $2,000,000 | +14.1% | 12,820 | -0.2% | 0.84% | -1.5% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,949,000 | +84.0% | 28,062 | +51.7% | 0.82% | +58.7% |
| PG | PROCTER AND GAMBLE CO | $1,803,000 | +8.7% | 15,082 | 0.0% | 0.76% | -6.2% | |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,754,000 | +22.1% | 12,039 | -3.3% | 0.74% | +5.3% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,658,000 | -6.1% | 55,740 | -18.5% | 0.70% | -19.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,604,000 | +34.5% | 33,691 | +14.3% | 0.67% | +16.0% |
| REET | Buy | ISHARES TRglobal reit etf | $1,588,000 | +32.6% | 76,054 | +21.5% | 0.67% | +14.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,544,000 | +24.6% | 9,865 | +2.6% | 0.65% | +7.6% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $1,517,000 | +24.3% | 10,605 | +3.0% | 0.64% | +7.4% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,443,000 | +18.2% | 12,976 | -0.8% | 0.61% | +2.0% |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,409,000 | – | 7,895 | +100.0% | 0.59% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $1,404,000 | +5.2% | 14,928 | +0.6% | 0.59% | -9.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,247,000 | +0.9% | 8,709 | -19.3% | 0.52% | -13.0% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,236,000 | -12.3% | 13,995 | -15.3% | 0.52% | -24.3% |
| GILD | Buy | GILEAD SCIENCES INC | $1,194,000 | +4.2% | 15,522 | +1.3% | 0.50% | -10.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,191,000 | +5.7% | 8,472 | -1.5% | 0.50% | -8.7% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $1,170,000 | +4.3% | 20,274 | +1.6% | 0.49% | -9.9% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,115,000 | +1.6% | 11,716 | -7.0% | 0.47% | -12.2% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,021,000 | +62.6% | 5,317 | +27.6% | 0.43% | +40.2% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $974,000 | +25.2% | 9,033 | +23.4% | 0.41% | +7.9% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $960,000 | -29.5% | 39,405 | -40.1% | 0.40% | -39.1% |
| MUB | Buy | ISHARES TRnational mun etf | $957,000 | +39.1% | 8,290 | +36.1% | 0.40% | +20.0% |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $953,000 | +4.4% | 15,877 | 0.0% | 0.40% | -9.9% | |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $935,000 | +2.0% | 23,962 | -5.9% | 0.39% | -12.1% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $923,000 | +21.6% | 12,562 | +0.0% | 0.39% | +4.9% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $881,000 | +4.4% | 10,600 | +3.3% | 0.37% | -10.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $878,000 | +20.1% | 621 | -1.3% | 0.37% | +3.7% |
| MCD | Sell | MCDONALDS CORP | $861,000 | +7.1% | 4,668 | -4.0% | 0.36% | -7.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $837,000 | +33.3% | 3,380 | +2.5% | 0.35% | +15.0% |
| FB | Sell | FACEBOOK INCcl a | $824,000 | +36.2% | 3,627 | -0.0% | 0.35% | +17.3% |
| MGK | VANGUARD WORLD FDmega grwth ind | $783,000 | +28.8% | 4,788 | 0.0% | 0.33% | +11.1% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $769,000 | +21.3% | 542 | -0.7% | 0.32% | +4.5% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $762,000 | +14.8% | 6,502 | +1.2% | 0.32% | -0.9% |
| DIS | Sell | DISNEY WALT CO | $761,000 | +10.8% | 6,823 | -4.1% | 0.32% | -4.5% |
| BAC | Buy | BK OF AMERICA CORP | $707,000 | +13.5% | 29,756 | +1.4% | 0.30% | -2.0% |
| CSX | Buy | CSX CORP | $696,000 | +21.7% | 9,985 | +0.0% | 0.29% | +5.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $678,000 | +3.5% | 12,298 | +0.8% | 0.28% | -10.7% |
| SO | Buy | SOUTHERN CO | $672,000 | -0.9% | 12,966 | +3.6% | 0.28% | -14.5% |
| WMT | Buy | WALMART INC | $613,000 | +8.3% | 5,120 | +2.7% | 0.26% | -6.5% |
| PEP | Sell | PEPSICO INC | $610,000 | +3.0% | 4,614 | -6.4% | 0.26% | -11.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $590,000 | +7.5% | 1,946 | +1.0% | 0.25% | -7.1% |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $582,000 | – | 4,750 | +100.0% | 0.24% | – |
| CSCO | Sell | CISCO SYS INC | $579,000 | +18.4% | 12,416 | -0.2% | 0.24% | +2.1% |
| V | Sell | VISA INC | $567,000 | +8.0% | 2,937 | -9.9% | 0.24% | -7.0% |
| ACN | Sell | ACCENTURE PLC IRELAND | $559,000 | +24.2% | 2,603 | -5.6% | 0.24% | +7.3% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $552,000 | +14.0% | 7,012 | +2.6% | 0.23% | -1.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $553,000 | +21.5% | 7,466 | +0.4% | 0.23% | +4.5% |
| LQD | ISHARES TRiboxx inv cp etf | $553,000 | +8.9% | 4,109 | 0.0% | 0.23% | -6.1% | |
| NFLX | NETFLIX INC | $546,000 | +21.3% | 1,199 | 0.0% | 0.23% | +5.0% | |
| BRX | BRIXMOR PPTY GROUP INC | $535,000 | +35.1% | 41,721 | 0.0% | 0.22% | +16.6% | |
| HON | Buy | HONEYWELL INTL INC | $501,000 | +8.9% | 3,466 | +0.8% | 0.21% | -5.8% |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $499,000 | +47.6% | 7,808 | 0.0% | 0.21% | +27.3% | |
| XOM | Buy | EXXON MOBIL CORP | $472,000 | +22.6% | 10,551 | +4.0% | 0.20% | +5.9% |
| INTC | Sell | INTEL CORP | $470,000 | +10.1% | 7,848 | -0.4% | 0.20% | -4.8% |
| UNP | Sell | UNION PAC CORP | $457,000 | +17.8% | 2,703 | -1.9% | 0.19% | +1.6% |
| AMGN | AMGEN INC | $433,000 | +16.4% | 1,835 | 0.0% | 0.18% | +0.6% | |
| MNST | MONSTER BEVERAGE CORP NEW | $432,000 | +23.1% | 6,239 | 0.0% | 0.18% | +6.4% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $431,000 | +0.5% | 1,462 | -15.0% | 0.18% | -13.4% |
| NKE | Sell | NIKE INCcl b | $406,000 | +16.3% | 4,145 | -1.7% | 0.17% | +0.6% |
| PYPL | PAYPAL HLDGS INC | $404,000 | +82.0% | 2,321 | 0.0% | 0.17% | +57.4% | |
| TFC | Sell | TRUIST FINL CORP | $397,000 | +16.8% | 10,572 | -4.1% | 0.17% | +0.6% |
| SHOP | Buy | SHOPIFY INCcl a | $392,000 | +142.0% | 413 | +6.2% | 0.16% | +108.9% |
| MRK | Sell | MERCK & CO. INC | $392,000 | -8.4% | 5,067 | -8.9% | 0.16% | -20.7% |
| MA | MASTERCARD INCORPORATEDcl a | $388,000 | +22.4% | 1,312 | 0.0% | 0.16% | +5.8% | |
| TSLA | Sell | TESLA INC | $378,000 | +85.3% | 350 | -10.3% | 0.16% | +60.6% |
| BA | Buy | BOEING CO | $374,000 | +26.4% | 2,039 | +2.8% | 0.16% | +9.0% |
| MDT | Sell | MEDTRONIC PLC | $372,000 | -4.9% | 4,060 | -6.4% | 0.16% | -17.9% |
| MGV | VANGUARD WORLD FDmega cap val etf | $359,000 | +11.1% | 4,898 | 0.0% | 0.15% | -3.8% | |
| VOO | Sell | VANGUARD INDEX FDS | $350,000 | -49.6% | 1,234 | -57.9% | 0.15% | -56.5% |
| WM | Buy | WASTE MGMT INC DEL | $345,000 | +15.0% | 3,262 | +0.6% | 0.14% | -0.7% |
| DLS | Sell | WISDOMTREE TRintl smcap div | $343,000 | +15.5% | 6,165 | -0.3% | 0.14% | -0.7% |
| TJX | Buy | TJX COS INC NEW | $342,000 | +17.5% | 6,764 | +11.3% | 0.14% | +1.4% |
| ORCL | Sell | ORACLE CORP | $336,000 | +13.1% | 6,077 | -1.1% | 0.14% | -2.8% |
| CVX | Sell | CHEVRON CORP NEW | $326,000 | +12.0% | 3,653 | -9.1% | 0.14% | -3.5% |
| PFE | Buy | PFIZER INC | $317,000 | +3.6% | 9,700 | +3.3% | 0.13% | -10.7% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $313,000 | +6.1% | 1,017 | +4.3% | 0.13% | -8.3% |
| IGSB | Sell | ISHARES TRsh tr crport etf | $313,000 | -35.7% | 5,721 | -38.5% | 0.13% | -44.3% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $309,000 | +22.1% | 1,768 | -0.6% | 0.13% | +5.7% |
| WFC | Sell | WELLS FARGO CO NEW | $308,000 | -15.4% | 12,049 | -5.0% | 0.13% | -27.1% |
| AXP | AMERICAN EXPRESS CO | $295,000 | +10.9% | 3,101 | 0.0% | 0.12% | -4.6% | |
| IYR | Sell | ISHARES TRu.s. real es etf | $285,000 | +6.7% | 3,622 | -5.5% | 0.12% | -7.7% |
| NVO | Sell | NOVO-NORDISK A Sadr | $285,000 | +7.1% | 4,352 | -1.6% | 0.12% | -7.7% |
| GWW | GRAINGER W W INC | $286,000 | +26.5% | 910 | 0.0% | 0.12% | +9.1% | |
| SCZ | Sell | ISHARES TReafe sml cp etf | $286,000 | -76.9% | 5,339 | -80.7% | 0.12% | -80.1% |
| GPN | GLOBAL PMTS INC | $276,000 | +17.4% | 1,628 | 0.0% | 0.12% | +1.8% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $275,000 | -7.1% | 1,274 | -16.4% | 0.12% | -19.4% |
| ADBE | Sell | ADOBE INC | $266,000 | -2.9% | 612 | -29.0% | 0.11% | -15.8% |
| APTS | PREFERRED APT CMNTYS INC | $266,000 | +6.0% | 35,000 | 0.0% | 0.11% | -8.2% | |
| CL | COLGATE PALMOLIVE CO | $261,000 | +10.6% | 3,558 | 0.0% | 0.11% | -4.3% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $260,000 | +7.9% | 2,017 | 0.0% | 0.11% | -6.8% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $258,000 | +13.2% | 3,289 | +0.6% | 0.11% | -2.7% |
| FIX | COMFORT SYS USA INC | $257,000 | +11.3% | 6,315 | 0.0% | 0.11% | -3.6% | |
| MS | Sell | MORGAN STANLEY | $242,000 | +41.5% | 5,012 | -0.6% | 0.10% | +22.9% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $240,000 | +20.0% | 2,248 | 0.0% | 0.10% | +4.1% | |
| KMB | KIMBERLY CLARK CORP | $231,000 | +10.5% | 1,632 | 0.0% | 0.10% | -4.9% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $228,000 | +17.5% | 881 | -1.1% | 0.10% | +2.1% |
| LLY | LILLY ELI & CO | $226,000 | +18.3% | 1,376 | 0.0% | 0.10% | +2.2% | |
| IWR | ISHARES TRrus mid cap etf | $219,000 | +23.7% | 4,092 | 0.0% | 0.09% | +7.0% | |
| NSC | Sell | NORFOLK SOUTHERN CORP | $213,000 | +18.3% | 1,214 | -1.8% | 0.09% | +2.3% |
| Y | ALLEGHANY CORP DEL | $213,000 | -11.2% | 435 | 0.0% | 0.09% | -23.1% | |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $211,000 | – | 3,747 | +100.0% | 0.09% | – |
| ALL | Sell | ALLSTATE CORP | $210,000 | +5.0% | 2,167 | -0.5% | 0.09% | -9.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $209,000 | -21.4% | 1,729 | -27.9% | 0.09% | -32.3% |
| BICK | FIRST TR BICK INDEX FD | $210,000 | +28.8% | 7,991 | 0.0% | 0.09% | +11.4% | |
| LUMN | CENTURYLINK INC | $210,000 | +6.1% | 20,936 | 0.0% | 0.09% | -8.3% | |
| IJH | ISHARES TRcore s&p mcp etf | $210,000 | +23.5% | 1,180 | 0.0% | 0.09% | +6.0% | |
| SPGI | S&P GLOBAL INC | $206,000 | +34.6% | 626 | 0.0% | 0.09% | +16.0% | |
| NOW | SERVICENOW INC | $207,000 | +40.8% | 512 | 0.0% | 0.09% | +20.8% | |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $204,000 | -1.4% | 2,566 | -0.7% | 0.09% | -14.9% |
| VSGX | New | VANGUARD WORLD FDesg intl stk etf | $203,000 | – | 4,218 | +100.0% | 0.08% | – |
| ROL | Sell | ROLLINS INC | $200,000 | -93.2% | 4,710 | -94.2% | 0.08% | -94.2% |
| BAX | BAXTER INTL INC | $197,000 | +5.9% | 2,293 | 0.0% | 0.08% | -8.8% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $196,000 | +16.0% | 5,400 | 0.0% | 0.08% | 0.0% | |
| TIP | Buy | ISHARES TRtips bd etf | $196,000 | +4.3% | 1,594 | +0.1% | 0.08% | -10.9% |
| IVE | ISHARES TRs&p 500 val etf | $194,000 | +12.1% | 1,796 | 0.0% | 0.08% | -2.4% | |
| YUM | YUM BRANDS INC | $193,000 | +27.0% | 2,224 | 0.0% | 0.08% | +9.5% | |
| EFV | Sell | ISHARES TReafe value etf | $190,000 | -28.0% | 4,742 | -35.9% | 0.08% | -38.0% |
| LOW | Sell | LOWES COS INC | $189,000 | +51.2% | 1,402 | -3.2% | 0.08% | +29.5% |
| EFX | Buy | EQUIFAX INC | $187,000 | +43.8% | 1,086 | +0.1% | 0.08% | +25.4% |
| SLF | SUN LIFE FINANCIAL INC. | $186,000 | +14.8% | 5,050 | 0.0% | 0.08% | -1.3% | |
| HDS | Sell | HD SUPPLY HLDGS INC | $180,000 | +3.4% | 5,201 | -15.0% | 0.08% | -10.6% |
| AFL | AFLAC INC | $176,000 | +5.4% | 4,876 | 0.0% | 0.07% | -8.6% | |
| IXUS | Buy | ISHARES TRcore msci total | $173,000 | +16.9% | 3,181 | +1.0% | 0.07% | +1.4% |
| USMV | Buy | ISHARES TRmsci min vol etf | $174,000 | +14.5% | 2,877 | +1.9% | 0.07% | -1.4% |
| MDLZ | MONDELEZ INTL INCcl a | $172,000 | +1.8% | 3,369 | 0.0% | 0.07% | -12.2% | |
| IYW | New | ISHARES TRu.s. tech etf | $171,000 | – | 635 | +100.0% | 0.07% | – |
| TXN | Buy | TEXAS INSTRS INC | $171,000 | +30.5% | 1,345 | +2.6% | 0.07% | +12.5% |
| AON | New | AON PLC | $170,000 | – | 884 | +100.0% | 0.07% | – |
| DHR | Sell | DANAHER CORPORATION | $168,000 | +27.3% | 949 | -0.8% | 0.07% | +10.9% |
| PM | PHILIP MORRIS INTL INC | $169,000 | -4.0% | 2,419 | 0.0% | 0.07% | -17.4% | |
| IWP | Buy | ISHARES TRrus md cp gr etf | $170,000 | +36.0% | 1,078 | +4.9% | 0.07% | +16.4% |
| ABBV | Buy | ABBVIE INC | $166,000 | +44.3% | 1,690 | +12.1% | 0.07% | +25.0% |
| CRM | SALESFORCE COM INC | $167,000 | +29.5% | 894 | 0.0% | 0.07% | +11.1% | |
| ENB | ENBRIDGE INC | $165,000 | +4.4% | 5,424 | 0.0% | 0.07% | -10.4% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $164,000 | +5.8% | 3,304 | 0.0% | 0.07% | -8.0% | |
| TFI | SPDR SER TRnuveen brc munic | $160,000 | +3.2% | 3,100 | 0.0% | 0.07% | -10.7% | |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $156,000 | +231.9% | 531 | +145.8% | 0.07% | +187.0% |
| HSY | HERSHEY CO | $157,000 | -2.5% | 1,212 | 0.0% | 0.07% | -15.4% | |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $153,000 | +21.4% | 1,787 | +5.9% | 0.06% | +4.9% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $153,000 | – | 2,485 | +100.0% | 0.06% | – |
| CAT | Sell | CATERPILLAR INC DEL | $153,000 | +7.0% | 1,213 | -1.2% | 0.06% | -8.6% |
| INTU | INTUIT | $149,000 | +28.4% | 504 | 0.0% | 0.06% | +12.5% | |
| TRV | Sell | TRAVELERS COMPANIES INC | $150,000 | -1.3% | 1,314 | -14.3% | 0.06% | -14.9% |
| FNDC | Sell | SCHWAB STRATEGIC TRschwb fdt int sc | $151,000 | +4.9% | 5,470 | -10.5% | 0.06% | -10.0% |
| WIX | Buy | WIX COM LTD | $147,000 | +332.4% | 573 | +72.1% | 0.06% | +264.7% |
| SCI | SERVICE CORP INTL | $146,000 | 0.0% | 3,744 | 0.0% | 0.06% | -14.1% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $146,000 | +5.8% | 2,477 | +0.0% | 0.06% | -9.0% |
| MO | Buy | ALTRIA GROUP INC | $146,000 | +2.8% | 3,729 | +1.8% | 0.06% | -11.6% |
| TD | Sell | TORONTO DOMINION BK ONT | $138,000 | +2.2% | 3,088 | -3.2% | 0.06% | -12.1% |
| IXJ | Buy | ISHARES TRglob hlthcre etf | $137,000 | +149.1% | 1,995 | +121.7% | 0.06% | +114.8% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $138,000 | -18.3% | 1,589 | -18.7% | 0.06% | -29.3% |
| IUSV | ISHARES TRcore s&p us vlu | $139,000 | +13.9% | 2,652 | 0.0% | 0.06% | -1.7% | |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $135,000 | +9.8% | 1,953 | +200.0% | 0.06% | -5.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $135,000 | +2.3% | 907 | -6.4% | 0.06% | -10.9% |
| GVI | ISHARES TRintrm gov cr etf | $134,000 | +3.1% | 1,135 | 0.0% | 0.06% | -11.1% | |
| SYK | Sell | STRYKER CORPORATION | $134,000 | +5.5% | 745 | -2.2% | 0.06% | -9.7% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $131,000 | +42.4% | 1,341 | +19.6% | 0.06% | +22.2% |
| SPLK | SPLUNK INC | $128,000 | +56.1% | 646 | 0.0% | 0.05% | +35.0% | |
| MELI | MERCADOLIBRE INC | $126,000 | +100.0% | 128 | 0.0% | 0.05% | +71.0% | |
| SNV | SYNOVUS FINL CORP | $127,000 | +17.6% | 6,175 | 0.0% | 0.05% | 0.0% | |
| CB | Sell | CHUBB LIMITED | $125,000 | -6.0% | 990 | -17.2% | 0.05% | -18.5% |
| ABT | Buy | ABBOTT LABS | $127,000 | +16.5% | 1,392 | +0.4% | 0.05% | 0.0% |
| GIS | GENERAL MLS INC | $123,000 | +16.0% | 2,000 | 0.0% | 0.05% | 0.0% | |
| BIDU | Sell | BAIDU INCspon adr rep a | $118,000 | -9.2% | 987 | -23.3% | 0.05% | -20.6% |
| IYG | ISHARES TRu.s. fin svc etf | $118,000 | +15.7% | 990 | 0.0% | 0.05% | 0.0% | |
| EQIX | EQUINIX INC | $116,000 | +12.6% | 165 | 0.0% | 0.05% | -2.0% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $117,000 | +21.9% | 322 | -5.0% | 0.05% | +4.3% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $116,000 | +39.8% | 1,145 | +9.6% | 0.05% | +22.5% |
| MBB | ISHARES TRmbs etf | $117,000 | 0.0% | 1,057 | 0.0% | 0.05% | -14.0% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $115,000 | +42.0% | 569 | +9.6% | 0.05% | +23.1% |
| PAGS | Buy | PAGSEGURO DIGITAL LTD | $113,000 | +318.5% | 3,200 | +128.6% | 0.05% | +261.5% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $113,000 | -19.9% | 1,733 | -36.9% | 0.05% | -31.9% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $112,000 | -9.7% | 1,075 | -30.2% | 0.05% | -21.7% |
| DUK | DUKE ENERGY CORP NEW | $110,000 | -0.9% | 1,378 | 0.0% | 0.05% | -14.8% | |
| WU | WESTERN UN CO | $110,000 | +19.6% | 5,075 | 0.0% | 0.05% | +2.2% | |
| PSX | Sell | PHILLIPS 66 | $106,000 | +24.7% | 1,479 | -6.3% | 0.04% | +9.8% |
| YUMC | YUM CHINA HLDGS INC | $108,000 | +12.5% | 2,244 | 0.0% | 0.04% | -4.3% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $106,000 | +10.4% | 356 | 0.0% | 0.04% | -4.3% | |
| STNE | Buy | STONECO LTD | $105,000 | +377.3% | 2,700 | +162.1% | 0.04% | +300.0% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $105,000 | +25.0% | 3,200 | +33.3% | 0.04% | +7.3% |
| GLD | SPDR GOLD TR | $102,000 | +13.3% | 609 | 0.0% | 0.04% | -2.3% | |
| EFG | ISHARES TReafe grwth etf | $102,000 | +17.2% | 1,228 | 0.0% | 0.04% | +2.4% | |
| ACWI | Sell | ISHARES TRmsci acwi etf | $99,000 | +13.8% | 1,338 | -3.9% | 0.04% | 0.0% |
| YNDX | Buy | YANDEX N V | $100,000 | +194.1% | 2,000 | +100.0% | 0.04% | +147.1% |
| PSA | PUBLIC STORAGE | $98,000 | -3.0% | 509 | 0.0% | 0.04% | -16.3% | |
| EMR | EMERSON ELEC CO | $96,000 | +29.7% | 1,547 | 0.0% | 0.04% | +11.1% | |
| SBUX | Sell | STARBUCKS CORP | $94,000 | -12.1% | 1,278 | -21.3% | 0.04% | -23.1% |
| DVY | ISHARES TRselect divid etf | $91,000 | +9.6% | 1,124 | 0.0% | 0.04% | -5.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $88,000 | +17.3% | 924 | 0.0% | 0.04% | 0.0% | |
| VO | VANGUARD INDEX FDSmid cap etf | $89,000 | +23.6% | 545 | 0.0% | 0.04% | +5.7% | |
| NTRS | NORTHERN TR CORP | $87,000 | +4.8% | 1,100 | 0.0% | 0.04% | -7.5% | |
| ITB | ISHARES TRus home cons etf | $86,000 | +53.6% | 1,940 | 0.0% | 0.04% | +33.3% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $86,000 | +17.8% | 795 | 0.0% | 0.04% | 0.0% | |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $84,000 | +9.1% | 623 | -1.3% | 0.04% | -5.4% |
| RSG | REPUBLIC SVCS INC | $83,000 | +9.2% | 1,015 | 0.0% | 0.04% | -5.4% | |
| BSX | BOSTON SCIENTIFIC CORP | $83,000 | +7.8% | 2,375 | 0.0% | 0.04% | -5.4% | |
| IAC | IAC INTERACTIVECORP | $82,000 | +82.2% | 253 | 0.0% | 0.03% | +54.5% | |
| DE | Buy | DEERE & CO | $82,000 | +17.1% | 523 | +3.0% | 0.03% | 0.0% |
| ROST | Buy | ROSS STORES INC | $81,000 | +44.6% | 944 | +46.8% | 0.03% | +25.9% |
| CPRT | COPART INC | $82,000 | +22.4% | 980 | 0.0% | 0.03% | +3.0% | |
| EIX | EDISON INTL | $81,000 | -1.2% | 1,500 | 0.0% | 0.03% | -15.0% | |
| STPZ | PIMCO ETF TR1-5 us tip idx | $80,000 | +2.6% | 1,509 | 0.0% | 0.03% | -10.5% | |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $81,000 | +22.7% | 2,036 | +4.8% | 0.03% | +6.2% |
| NEAR | ISHARES U S ETF TRsht mat bd etf | $78,000 | +2.6% | 1,565 | 0.0% | 0.03% | -10.8% | |
| BLK | Buy | BLACKROCK INC | $77,000 | +54.0% | 141 | +23.7% | 0.03% | +33.3% |
| TGT | Sell | TARGET CORP | $77,000 | -1.3% | 642 | -23.8% | 0.03% | -15.8% |
| VFC | V F CORP | $76,000 | +11.8% | 1,253 | 0.0% | 0.03% | -3.0% | |
| CVS | Sell | CVS HEALTH CORP | $74,000 | -12.9% | 1,138 | -21.0% | 0.03% | -24.4% |
| ROUS | LATTICE STRATEGIES TRhartford us eqty | $74,000 | +13.8% | 2,480 | 0.0% | 0.03% | -3.1% | |
| JD | JD.COM INCspon adr cl a | $73,000 | +49.0% | 1,212 | 0.0% | 0.03% | +29.2% | |
| BP | Sell | BP PLCsponsored adr | $72,000 | -10.0% | 3,086 | -5.4% | 0.03% | -23.1% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $72,000 | +7.5% | 722 | -4.5% | 0.03% | -9.1% |
| VGT | VANGUARD WORLD FDSinf tech etf | $68,000 | +30.8% | 245 | 0.0% | 0.03% | +16.0% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $69,000 | +6.2% | 1,775 | -5.9% | 0.03% | -9.4% |
| SE | New | SEA LTDsponsored ads | $68,000 | – | 630 | +100.0% | 0.03% | – |
| MCO | MOODYS CORP | $68,000 | +30.8% | 248 | 0.0% | 0.03% | +16.0% | |
| SRLN | SSGA ACTIVE ETF TRblkstn gsosrln | $68,000 | +9.7% | 1,559 | 0.0% | 0.03% | -3.3% | |
| GLW | Buy | CORNING INC | $69,000 | +27.8% | 2,645 | +0.0% | 0.03% | +11.5% |
| DAL | Sell | DELTA AIR LINES INC DEL | $67,000 | -58.4% | 2,373 | -57.9% | 0.03% | -64.1% |
| BKNG | Sell | BOOKING HOLDINGS INC | $67,000 | +9.8% | 42 | -6.7% | 0.03% | -6.7% |
| WAT | WATERS CORP | $67,000 | 0.0% | 370 | 0.0% | 0.03% | -15.2% | |
| ZTS | Sell | ZOETIS INCcl a | $66,000 | -43.1% | 480 | -51.2% | 0.03% | -50.0% |
| NVDA | Sell | NVIDIA CORPORATION | $65,000 | -33.7% | 170 | -54.2% | 0.03% | -43.8% |
| MCK | MCKESSON CORP | $64,000 | +14.3% | 417 | 0.0% | 0.03% | 0.0% | |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $64,000 | +30.6% | 312 | +0.3% | 0.03% | +12.5% |
| SPSB | SPDR SER TRportfolio short | $64,000 | +4.9% | 2,031 | 0.0% | 0.03% | -10.0% | |
| MPC | Sell | MARATHON PETE CORP | $63,000 | +50.0% | 1,696 | -5.0% | 0.03% | +30.0% |
| IAGG | Buy | ISHARES TRcore intl aggr | $62,000 | +264.7% | 1,113 | +259.0% | 0.03% | +225.0% |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $62,000 | +3.3% | 1,232 | 0.0% | 0.03% | -10.3% | |
| COP | CONOCOPHILLIPS | $62,000 | +37.8% | 1,466 | 0.0% | 0.03% | +18.2% | |
| FSLR | FIRST SOLAR INC | $62,000 | +37.8% | 1,250 | 0.0% | 0.03% | +18.2% | |
| HUBB | HUBBELL INC | $62,000 | +8.8% | 493 | 0.0% | 0.03% | -7.1% | |
| ITA | ISHARES TRus aer def etf | $63,000 | +14.5% | 380 | 0.0% | 0.03% | -3.7% | |
| MIDD | MIDDLEBY CORP | $60,000 | +39.5% | 756 | 0.0% | 0.02% | +19.0% | |
| TAL | TAL EDUCATION GROUPsponsored ads | $59,000 | +28.3% | 870 | 0.0% | 0.02% | +13.6% | |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $60,000 | +22.4% | 867 | +4.8% | 0.02% | +4.2% |
| AMAT | APPLIED MATLS INC | $59,000 | +31.1% | 973 | 0.0% | 0.02% | +13.6% | |
| IYJ | ISHARES TRus industrials | $60,000 | +20.0% | 400 | 0.0% | 0.02% | +4.2% | |
| TEAM | ATLASSIAN CORP PLCcl a | $59,000 | +31.1% | 325 | 0.0% | 0.02% | +13.6% | |
| NEE | NEXTERA ENERGY INC | $60,000 | 0.0% | 250 | 0.0% | 0.02% | -13.8% | |
| VRSN | VERISIGN INC | $59,000 | +13.5% | 287 | 0.0% | 0.02% | 0.0% | |
| PNC | Sell | PNC FINL SVCS GROUP INC | $56,000 | +7.7% | 531 | -1.8% | 0.02% | -4.0% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $58,000 | +28.9% | 456 | 0.0% | 0.02% | +9.1% | |
| ESTC | ELASTIC N V | $58,000 | +65.7% | 630 | 0.0% | 0.02% | +41.2% | |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $57,000 | +21.3% | 931 | +1.1% | 0.02% | +4.3% |
| STIP | ISHARES TR0-5 yr tips etf | $58,000 | +1.8% | 569 | 0.0% | 0.02% | -14.3% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $58,000 | +5.5% | 700 | 0.0% | 0.02% | -11.1% | |
| USB | Sell | US BANCORP DEL | $55,000 | -11.3% | 1,500 | -17.2% | 0.02% | -23.3% |
| OKTA | OKTA INCcl a | $54,000 | +63.6% | 270 | 0.0% | 0.02% | +43.8% | |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $54,000 | +22.7% | 225 | 0.0% | 0.02% | +9.5% | |
| DOW | Buy | DOW INC | $52,000 | +40.5% | 1,267 | +0.5% | 0.02% | +22.2% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $52,000 | 0.0% | 1,482 | -6.3% | 0.02% | -12.0% |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $49,000 | +8.9% | 1,200 | 0.0% | 0.02% | -4.5% | |
| IJS | ISHARES TRsp smcp600vl etf | $49,000 | +22.5% | 404 | 0.0% | 0.02% | +10.5% | |
| AMP | AMERIPRISE FINL INC | $50,000 | +47.1% | 331 | 0.0% | 0.02% | +23.5% | |
| IDV | Sell | ISHARES TRintl sel div etf | $51,000 | -31.1% | 2,023 | -38.0% | 0.02% | -41.7% |
| ODFL | OLD DOMINION FREIGHT LINE IN | $49,000 | +28.9% | 286 | 0.0% | 0.02% | +10.5% | |
| ED | CONSOLIDATED EDISON INC | $49,000 | -7.5% | 682 | 0.0% | 0.02% | -19.2% | |
| TT | TRANE TECHNOLOGIES PLC | $49,000 | +8.9% | 547 | 0.0% | 0.02% | -4.5% | |
| SDY | Sell | SPDR SER TRs&p divid etf | $51,000 | -16.4% | 563 | -26.0% | 0.02% | -30.0% |
| TWLO | TWILIO INCcl a | $49,000 | +145.0% | 225 | 0.0% | 0.02% | +110.0% | |
| ATHM | AUTOHOME INCsp adr rp cl a | $47,000 | +4.4% | 629 | 0.0% | 0.02% | -9.1% | |
| ADSK | AUTODESK INC | $48,000 | +50.0% | 202 | 0.0% | 0.02% | +25.0% | |
| CAR | AVIS BUDGET GROUP | $47,000 | +67.9% | 2,041 | 0.0% | 0.02% | +42.9% | |
| VLO | Buy | VALERO ENERGY CORP | $48,000 | +33.3% | 808 | +2.5% | 0.02% | +11.1% |
| CDW | CDW CORP | $46,000 | +24.3% | 399 | 0.0% | 0.02% | +5.6% | |
| OTIS | New | OTIS WORLDWIDE CORP | $45,000 | – | 793 | +100.0% | 0.02% | – |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $45,000 | +7.1% | 550 | +1.5% | 0.02% | -5.0% |
| SNAP | Buy | SNAP INCcl a | $42,000 | +223.1% | 1,789 | +70.1% | 0.02% | +200.0% |
| BZUN | BAOZUN INCsponsored adr | $43,000 | +34.4% | 1,130 | 0.0% | 0.02% | +12.5% | |
| TDY | TELEDYNE TECHNOLOGIES INC | $44,000 | +4.8% | 141 | 0.0% | 0.02% | -10.0% | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $41,000 | +24.2% | 717 | 0.0% | 0.02% | +6.2% | |
| PKG | PACKAGING CORP AMER | $40,000 | +14.3% | 400 | 0.0% | 0.02% | 0.0% | |
| AFIN | AMERICAN FIN TR INC | $40,000 | +29.0% | 4,993 | 0.0% | 0.02% | +13.3% | |
| SONY | Buy | SONY CORPsponsored adr | $40,000 | +48.1% | 584 | +28.9% | 0.02% | +30.8% |
| CSLT | CASTLIGHT HEALTH INCcl b | $37,000 | +12.1% | 45,000 | 0.0% | 0.02% | 0.0% | |
| MKTX | MARKETAXESS HLDGS INC | $39,000 | +50.0% | 77 | 0.0% | 0.02% | +23.1% | |
| ANTM | ANTHEM INC | $38,000 | +15.2% | 145 | 0.0% | 0.02% | 0.0% | |
| ITRN | New | ITURAN LOCATION AND CONTROL | $38,000 | – | 2,400 | +100.0% | 0.02% | – |
| AXON | Buy | AXON ENTERPRISE INC | $38,000 | +100.0% | 392 | +42.5% | 0.02% | +77.8% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $39,000 | +14.7% | 775 | 0.0% | 0.02% | -5.9% | |
| XEL | XCEL ENERGY INC | $39,000 | +2.6% | 626 | 0.0% | 0.02% | -15.8% | |
| BDX | Sell | BECTON DICKINSON & CO | $39,000 | -54.7% | 165 | -56.0% | 0.02% | -61.9% |
| GE | Sell | GENERAL ELECTRIC CO | $35,000 | -28.6% | 5,152 | -16.2% | 0.02% | -37.5% |
| IYT | New | ISHARES TRtrans avg etf | $35,000 | – | 215 | +100.0% | 0.02% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $36,000 | – | 1,598 | +100.0% | 0.02% | – |
| FLO | FLOWERS FOODS INC | $36,000 | +9.1% | 1,599 | 0.0% | 0.02% | -6.2% | |
| VFH | VANGUARD WORLD FDSfinancials etf | $36,000 | +12.5% | 623 | 0.0% | 0.02% | -6.2% | |
| FOXF | FOX FACTORY HLDG CORP | $35,000 | +94.4% | 426 | 0.0% | 0.02% | +66.7% | |
| PLD | PROLOGIS INC. | $35,000 | +16.7% | 372 | 0.0% | 0.02% | 0.0% | |
| PPG | PPG INDS INC | $36,000 | +28.6% | 335 | 0.0% | 0.02% | +7.1% | |
| GGG | GRACO INC | $35,000 | -2.8% | 731 | 0.0% | 0.02% | -16.7% | |
| IWS | ISHARES TRrus mdcp val etf | $33,000 | +17.9% | 434 | 0.0% | 0.01% | 0.0% | |
| NVS | Sell | NOVARTIS AGsponsored adr | $33,000 | -15.4% | 373 | -21.0% | 0.01% | -26.3% |
| GD | Sell | GENERAL DYNAMICS CORP | $34,000 | +13.3% | 227 | -1.3% | 0.01% | -6.7% |
| QCOM | QUALCOMM INC | $34,000 | +36.0% | 369 | 0.0% | 0.01% | +16.7% | |
| CTVA | Buy | CORTEVA INC | $33,000 | +17.9% | 1,214 | +0.5% | 0.01% | 0.0% |
| RXI | New | ISHARES TRglb cns disc etf | $33,000 | – | 278 | +100.0% | 0.01% | – |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $33,000 | +32.0% | 882 | +2.7% | 0.01% | +16.7% |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $34,000 | +13.3% | 1,464 | 0.0% | 0.01% | -6.7% | |
| BHP | BHP GROUP LTDsponsored ads | $33,000 | +37.5% | 665 | 0.0% | 0.01% | +16.7% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $33,000 | +17.9% | 576 | 0.0% | 0.01% | 0.0% | |
| TRU | TRANSUNION | $33,000 | +32.0% | 376 | 0.0% | 0.01% | +16.7% | |
| KR | Buy | KROGER CO | $31,000 | +10.7% | 926 | +0.2% | 0.01% | -7.1% |
| FTV | FORTIVE CORP | $32,000 | +23.1% | 475 | 0.0% | 0.01% | 0.0% | |
| IYC | New | ISHARES TRu.s. cnsm sv etf | $32,000 | – | 148 | +100.0% | 0.01% | – |
| IVW | ISHARES TRs&p 500 grwt etf | $32,000 | +23.1% | 156 | 0.0% | 0.01% | 0.0% | |
| DG | Buy | DOLLAR GEN CORP NEW | $30,000 | +87.5% | 158 | +46.3% | 0.01% | +62.5% |
| APD | Sell | AIR PRODS & CHEMS INC | $30,000 | -9.1% | 125 | -24.2% | 0.01% | -18.8% |
| YY | JOYY INC | $31,000 | +63.2% | 353 | 0.0% | 0.01% | +44.4% | |
| EEMV | Buy | ISHARES INCmin vol emrg mkt | $30,000 | +114.3% | 576 | +93.3% | 0.01% | +85.7% |
| TSCO | Buy | TRACTOR SUPPLY CO | $32,000 | +190.9% | 240 | +92.0% | 0.01% | +160.0% |
| PGR | PROGRESSIVE CORP OHIO | $31,000 | +6.9% | 388 | 0.0% | 0.01% | -7.1% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $30,000 | +15.4% | 328 | 0.0% | 0.01% | 0.0% | |
| CCI | CROWN CASTLE INTL CORP NEW | $30,000 | +15.4% | 178 | 0.0% | 0.01% | 0.0% | |
| PRI | PRIMERICA INC | $30,000 | +30.4% | 260 | 0.0% | 0.01% | +18.2% | |
| MMC | Sell | MARSH & MCLENNAN COS INC | $31,000 | +19.2% | 285 | -5.9% | 0.01% | 0.0% |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $30,000 | -21.1% | 265 | -36.9% | 0.01% | -31.6% |
| AZPN | ASPEN TECHNOLOGY INC | $28,000 | +12.0% | 266 | 0.0% | 0.01% | 0.0% | |
| ABCB | AMERIS BANCORP | $28,000 | 0.0% | 1,176 | 0.0% | 0.01% | -14.3% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $29,000 | +31.8% | 232 | 0.0% | 0.01% | +9.1% | |
| IHE | New | ISHARES TRu.s. pharma etf | $29,000 | – | 190 | +100.0% | 0.01% | – |
| EL | LAUDER ESTEE COS INCcl a | $27,000 | +17.4% | 143 | 0.0% | 0.01% | 0.0% | |
| PBA | PEMBINA PIPELINE CORP | $25,000 | +31.6% | 986 | 0.0% | 0.01% | +22.2% | |
| FDT | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $25,000 | +13.6% | 542 | 0.0% | 0.01% | 0.0% | |
| DRE | DUKE REALTY CORP | $27,000 | +12.5% | 750 | 0.0% | 0.01% | -8.3% | |
| VEEV | VEEVA SYS INC | $27,000 | +50.0% | 115 | 0.0% | 0.01% | +22.2% | |
| TCOM | TRIP COM GROUP LTDads | $25,000 | +13.6% | 947 | 0.0% | 0.01% | 0.0% | |
| NGVT | INGEVITY CORP | $26,000 | +44.4% | 500 | 0.0% | 0.01% | +22.2% | |
| F | Buy | FORD MTR CO DEL | $25,000 | +66.7% | 4,077 | +32.5% | 0.01% | +57.1% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $27,000 | -12.9% | 291 | -23.4% | 0.01% | -26.7% |
| UL | UNILEVER PLCspon adr new | $25,000 | +8.7% | 460 | 0.0% | 0.01% | 0.0% | |
| COF | CAPITAL ONE FINL CORP | $27,000 | +22.7% | 428 | 0.0% | 0.01% | 0.0% | |
| PH | PARKER HANNIFIN CORP | $27,000 | +42.1% | 150 | 0.0% | 0.01% | +22.2% | |
| LBRDK | LIBERTY BROADBAND CORP | $25,000 | +13.6% | 203 | 0.0% | 0.01% | 0.0% | |
| LRCX | Buy | LAM RESEARCH CORP | $27,000 | +35.0% | 84 | +1.2% | 0.01% | +10.0% |
| GOOS | CANADA GOOSE HLDGS INC | $24,000 | +20.0% | 1,030 | 0.0% | 0.01% | 0.0% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $24,000 | +20.0% | 482 | 0.0% | 0.01% | 0.0% | |
| CSGP | COSTAR GROUP INC | $23,000 | +21.1% | 33 | 0.0% | 0.01% | +11.1% | |
| APTV | Buy | APTIV PLC | $23,000 | +283.3% | 300 | +156.4% | 0.01% | +233.3% |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $24,000 | +9.1% | 522 | 0.0% | 0.01% | -9.1% | |
| JMIA | New | JUMIA TECHNOLOGIES AGsponsored ads | $24,000 | – | 4,400 | +100.0% | 0.01% | – |
| HPQ | Sell | HP INC | $24,000 | -4.0% | 1,388 | -3.1% | 0.01% | -16.7% |
| JKHY | HENRY JACK & ASSOC INC | $24,000 | +20.0% | 131 | 0.0% | 0.01% | 0.0% | |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $24,000 | +26.3% | 1,560 | 0.0% | 0.01% | +11.1% | |
| UGI | UGI CORP NEW | $24,000 | +20.0% | 750 | 0.0% | 0.01% | 0.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $23,000 | +53.3% | 216 | 0.0% | 0.01% | +42.9% | |
| FXO | FIRST TR EXCHANGE TRADED FDfinls alphadex | $24,000 | +26.3% | 922 | 0.0% | 0.01% | +11.1% | |
| SCHW | SCHWAB CHARLES CORP | $22,000 | 0.0% | 659 | 0.0% | 0.01% | -18.2% | |
| APH | AMPHENOL CORP NEWcl a | $21,000 | +31.2% | 216 | 0.0% | 0.01% | +12.5% | |
| GPC | Buy | GENUINE PARTS CO | $22,000 | +29.4% | 259 | +0.4% | 0.01% | +12.5% |
| EXPE | EXPEDIA GROUP INC | $21,000 | +50.0% | 253 | 0.0% | 0.01% | +28.6% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $22,000 | +15.8% | 340 | 0.0% | 0.01% | 0.0% | |
| PWV | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $22,000 | +10.0% | 658 | 0.0% | 0.01% | -10.0% | |
| A | AGILENT TECHNOLOGIES INC | $19,000 | +18.8% | 218 | 0.0% | 0.01% | 0.0% | |
| QDEL | Sell | QUIDEL CORP | $19,000 | +72.7% | 83 | -25.9% | 0.01% | +60.0% |
| CHE | CHEMED CORP NEW | $18,000 | +5.9% | 40 | 0.0% | 0.01% | 0.0% | |
| MET | Buy | METLIFE INC | $19,000 | +18.8% | 531 | +0.6% | 0.01% | 0.0% |
| IJK | ISHARES TRs&p mc 400gr etf | $20,000 | +25.0% | 88 | 0.0% | 0.01% | 0.0% | |
| FISV | FISERV INC | $19,000 | 0.0% | 199 | 0.0% | 0.01% | -11.1% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $19,000 | -24.0% | 438 | -19.8% | 0.01% | -33.3% |
| DELL | DELL TECHNOLOGIES INCcl c | $20,000 | +33.3% | 368 | 0.0% | 0.01% | +14.3% | |
| SPG | New | SIMON PPTY GROUP INC NEW | $19,000 | – | 275 | +100.0% | 0.01% | – |
| XLC | SELECT SECTOR SPDR TR | $18,000 | +20.0% | 337 | 0.0% | 0.01% | +14.3% | |
| AOR | New | ISHARES TRgrwt allocat etf | $19,000 | – | 417 | +100.0% | 0.01% | – |
| SMG | SCOTTS MIRACLE GRO COcl a | $19,000 | +35.7% | 140 | 0.0% | 0.01% | +14.3% | |
| NVR | NVR INC | $20,000 | +33.3% | 6 | 0.0% | 0.01% | +14.3% | |
| WEC | WEC ENERGY GROUP INC | $20,000 | 0.0% | 227 | 0.0% | 0.01% | -20.0% | |
| WYNN | WYNN RESORTS LTD | $18,000 | +28.6% | 238 | 0.0% | 0.01% | +14.3% | |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $19,000 | – | 100 | +100.0% | 0.01% | – |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $18,000 | +20.0% | 357 | 0.0% | 0.01% | +14.3% | |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $18,000 | – | 1,000 | +100.0% | 0.01% | – |
| POOL | Sell | POOL CORPORATION | $18,000 | 0.0% | 67 | -27.2% | 0.01% | -11.1% |
| KMX | CARMAX INC | $18,000 | +63.6% | 204 | 0.0% | 0.01% | +60.0% | |
| TDOC | New | TELADOC HEALTH INC | $17,000 | – | 88 | +100.0% | 0.01% | – |
| ATVI | ACTIVISION BLIZZARD INC | $16,000 | +33.3% | 208 | 0.0% | 0.01% | +16.7% | |
| URI | UNITED RENTALS INC | $16,000 | +45.5% | 109 | 0.0% | 0.01% | +40.0% | |
| AYI | ACUITY BRANDS INC | $16,000 | +6.7% | 172 | 0.0% | 0.01% | 0.0% | |
| BIIB | BIOGEN INC | $17,000 | -15.0% | 63 | 0.0% | 0.01% | -30.0% | |
| CME | Sell | CME GROUP INC | $16,000 | -15.8% | 98 | -10.9% | 0.01% | -22.2% |
| CADE | CADENCE BANCORPORATIONcl a | $17,000 | +41.7% | 1,906 | 0.0% | 0.01% | +16.7% | |
| CHWY | CHEWY INCcl a | $16,000 | +14.3% | 368 | 0.0% | 0.01% | 0.0% | |
| C | Sell | CITIGROUP INC | $16,000 | -23.8% | 304 | -40.2% | 0.01% | -30.0% |
| DFS | DISCOVER FINL SVCS | $16,000 | +45.5% | 310 | 0.0% | 0.01% | +40.0% | |
| DISCA | DISCOVERY INC | $17,000 | +6.2% | 809 | 0.0% | 0.01% | -12.5% | |
| FFBC | New | FIRST FINL BANCORP OH | $17,000 | – | 1,248 | +100.0% | 0.01% | – |
| HMSY | HMS HLDGS CORP | $16,000 | +23.1% | 500 | 0.0% | 0.01% | +16.7% | |
| IEX | IDEX CORP | $17,000 | +13.3% | 107 | 0.0% | 0.01% | 0.0% | |
| EZM | WISDOMTREE TRus midcap fund | $17,000 | +30.8% | 508 | 0.0% | 0.01% | +16.7% | |
| NICE | NICE LTDsponsored adr | $16,000 | +33.3% | 84 | 0.0% | 0.01% | +16.7% | |
| NUV | NUVEEN MUN VALUE FD INC | $16,000 | 0.0% | 1,600 | 0.0% | 0.01% | -12.5% | |
| TEL | Sell | TE CONNECTIVITY LTD | $17,000 | +21.4% | 210 | -7.1% | 0.01% | 0.0% |
| MYD | BLACKROCK MUNIYIELD FD INC | $14,000 | +7.7% | 1,000 | 0.0% | 0.01% | 0.0% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $14,000 | +27.3% | 141 | 0.0% | 0.01% | +20.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $15,000 | +25.0% | 92 | 0.0% | 0.01% | 0.0% | |
| EXC | EXELON CORP | $15,000 | 0.0% | 401 | 0.0% | 0.01% | -14.3% | |
| SPSC | SPS COMMERCE INC | $15,000 | +66.7% | 200 | 0.0% | 0.01% | +50.0% | |
| ADI | Sell | ANALOG DEVICES INC | $14,000 | 0.0% | 113 | -26.1% | 0.01% | -14.3% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $15,000 | +36.4% | 30 | +15.4% | 0.01% | +20.0% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $15,000 | -6.2% | 122 | -24.7% | 0.01% | -25.0% |
| AOA | Buy | ISHARES TRaggres alloc etf | $15,000 | +114.3% | 278 | +91.7% | 0.01% | +100.0% |
| LOPE | GRAND CANYON ED INC | $15,000 | +15.4% | 166 | 0.0% | 0.01% | 0.0% | |
| PHB | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $14,000 | +16.7% | 749 | 0.0% | 0.01% | 0.0% | |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $15,000 | +15.4% | 35 | -18.6% | 0.01% | 0.0% |
| CMI | CUMMINS INC | $15,000 | +25.0% | 88 | 0.0% | 0.01% | 0.0% | |
| BWX | SPDR SER TRblomberg intl tr | $15,000 | 0.0% | 530 | 0.0% | 0.01% | -14.3% | |
| RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $14,000 | -30.0% | 475 | -22.1% | 0.01% | -40.0% |
| BK | BANK NEW YORK MELLON CORP | $14,000 | +16.7% | 350 | 0.0% | 0.01% | 0.0% | |
| IR | INGERSOLL RAND INC | $14,000 | +16.7% | 481 | 0.0% | 0.01% | 0.0% | |
| VAC | MARRIOTT VACTINS WORLDWID CO | $14,000 | +55.6% | 166 | 0.0% | 0.01% | +50.0% | |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $14,000 | – | 150 | +100.0% | 0.01% | – |
| DISCK | DISCOVERY INC | $15,000 | +15.4% | 758 | 0.0% | 0.01% | 0.0% | |
| AZO | Sell | AUTOZONE INC | $12,000 | +9.1% | 11 | -15.4% | 0.01% | 0.0% |
| EQR | EQUITY RESIDENTIALsh ben int | $12,000 | -7.7% | 212 | 0.0% | 0.01% | -16.7% | |
| CF | CF INDS HLDGS INC | $11,000 | +10.0% | 380 | 0.0% | 0.01% | 0.0% | |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $11,000 | -38.9% | 79 | -41.9% | 0.01% | -44.4% |
| CCMP | CABOT MICROELECTRONICS CORP | $12,000 | +33.3% | 83 | 0.0% | 0.01% | +25.0% | |
| ECL | ECOLAB INC | $11,000 | +37.5% | 54 | 0.0% | 0.01% | +25.0% | |
| EOI | EATON VANCE ENHANCED EQ INC | $11,000 | +22.2% | 745 | 0.0% | 0.01% | +25.0% | |
| SNPS | SYNOPSYS INC | $13,000 | +62.5% | 65 | 0.0% | 0.01% | +25.0% | |
| CHGG | CHEGG INC | $13,000 | +85.7% | 200 | 0.0% | 0.01% | +66.7% | |
| UBER | Sell | UBER TECHNOLOGIES INC | $12,000 | -69.2% | 400 | -71.4% | 0.01% | -73.7% |
| IJJ | ISHARES TRs&p mc 400vl etf | $13,000 | +18.2% | 101 | 0.0% | 0.01% | 0.0% | |
| DLR | Sell | DIGITAL RLTY TR INC | $13,000 | -27.8% | 92 | -28.1% | 0.01% | -44.4% |
| MAS | MASCO CORP | $12,000 | +33.3% | 248 | 0.0% | 0.01% | +25.0% | |
| CGNX | COGNEX CORP | $12,000 | +50.0% | 200 | 0.0% | 0.01% | +25.0% | |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $12,000 | +200.0% | 46 | +187.5% | 0.01% | +150.0% |
| RWX | Buy | SPDR INDEX SHS FDSdj intl rl etf | $11,000 | +10.0% | 386 | +0.8% | 0.01% | 0.0% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $11,000 | -26.7% | 393 | -39.9% | 0.01% | -28.6% |
| ANSS | ANSYS INC | $11,000 | +37.5% | 36 | 0.0% | 0.01% | +25.0% | |
| LNC | LINCOLN NATL CORP IND | $13,000 | +44.4% | 350 | 0.0% | 0.01% | +25.0% | |
| TECH | BIO-TECHNE CORP | $12,000 | +33.3% | 45 | 0.0% | 0.01% | +25.0% | |
| SNA | SNAP ON INC | $11,000 | +22.2% | 80 | 0.0% | 0.01% | +25.0% | |
| KNX | KNIGHT SWIFT TRANSN HLDGS INcl a | $11,000 | +37.5% | 253 | 0.0% | 0.01% | +25.0% | |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $12,000 | -47.8% | 1,284 | -46.0% | 0.01% | -54.5% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $13,000 | -27.8% | 68 | -41.9% | 0.01% | -44.4% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $11,000 | 0.0% | 197 | 0.0% | 0.01% | 0.0% | |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $11,000 | +10.0% | 348 | +50.0% | 0.01% | 0.0% |
| FE | FIRSTENERGY CORP | $11,000 | 0.0% | 283 | 0.0% | 0.01% | 0.0% | |
| CDK | Sell | CDK GLOBAL INC | $11,000 | +37.5% | 256 | -0.8% | 0.01% | +25.0% |
| LMNX | LUMINEX CORP DEL | $11,000 | +22.2% | 338 | 0.0% | 0.01% | +25.0% | |
| FAST | Sell | FASTENAL CO | $11,000 | -8.3% | 254 | -35.2% | 0.01% | -16.7% |
| CCEP | COCA COLA EUROPEAN PARTNERS | $12,000 | 0.0% | 323 | 0.0% | 0.01% | -16.7% | |
| UAL | New | UNITED AIRLS HLDGS INC | $9,000 | – | 250 | +100.0% | 0.00% | – |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $9,000 | +28.6% | 47 | 0.0% | 0.00% | +33.3% | |
| DGRO | ISHARES TRcore div grwth | $10,000 | +11.1% | 263 | 0.0% | 0.00% | 0.0% | |
| HAL | HALLIBURTON CO | $9,000 | +80.0% | 689 | 0.0% | 0.00% | +100.0% | |
| GDOT | GREEN DOT CORPcl a | $9,000 | +80.0% | 190 | 0.0% | 0.00% | +100.0% | |
| VOOV | New | VANGUARD ADMIRAL FDS INC500 val idx fd | $10,000 | – | 100 | +100.0% | 0.00% | – |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $9,000 | +12.5% | 150 | 0.0% | 0.00% | 0.0% | |
| KIM | Buy | KIMCO RLTY CORP | $9,000 | +28.6% | 706 | +2.9% | 0.00% | +33.3% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $9,000 | +28.6% | 86 | 0.0% | 0.00% | +33.3% | |
| ATR | APTARGROUP INC | $9,000 | +12.5% | 84 | 0.0% | 0.00% | 0.0% | |
| AVGO | BROADCOM INC | $10,000 | +42.9% | 31 | 0.0% | 0.00% | +33.3% | |
| CSTR | New | CAPSTAR FINL HLDGS INC | $10,000 | – | 804 | +100.0% | 0.00% | – |
| MANT | MANTECH INTL CORPcl a | $10,000 | -9.1% | 145 | 0.0% | 0.00% | -20.0% | |
| MRNA | New | MODERNA INC | $9,000 | – | 146 | +100.0% | 0.00% | – |
| SWK | STANLEY BLACK & DECKER INC | $9,000 | +50.0% | 61 | 0.0% | 0.00% | +33.3% | |
| GUNR | Sell | FLEXSHARES TRmornstar upstr | $10,000 | -23.1% | 364 | -37.9% | 0.00% | -33.3% |
| JWN | NORDSTROM INC | $10,000 | 0.0% | 636 | 0.0% | 0.00% | -20.0% | |
| CUZ | Buy | COUSINS PPTYS INC | $10,000 | +11.1% | 326 | +0.6% | 0.00% | 0.0% |
| TMUS | T-MOBILE US INC | $10,000 | +25.0% | 92 | 0.0% | 0.00% | 0.0% | |
| IAA | IAA INC | $9,000 | +28.6% | 232 | 0.0% | 0.00% | +33.3% | |
| NEV | NUVEEN ENHANCED MUN VALUE FD | $10,000 | +11.1% | 700 | 0.0% | 0.00% | 0.0% | |
| KHC | Sell | KRAFT HEINZ CO | $9,000 | -43.8% | 277 | -57.1% | 0.00% | -50.0% |
| BRO | Sell | BROWN & BROWN INC | $9,000 | -40.0% | 226 | -43.8% | 0.00% | -42.9% |
| DHI | D R HORTON INC | $9,000 | +50.0% | 162 | 0.0% | 0.00% | +33.3% | |
| CLX | CLOROX CO DEL | $10,000 | +25.0% | 45 | 0.0% | 0.00% | 0.0% | |
| CDNA | CAREDX INC | $9,000 | +80.0% | 250 | 0.0% | 0.00% | +100.0% | |
| ETR | Buy | ENTERGY CORP NEW | $10,000 | 0.0% | 108 | +0.9% | 0.00% | -20.0% |
| BIO | BIO RAD LABS INCcl a | $7,000 | +40.0% | 15 | 0.0% | 0.00% | +50.0% | |
| MSCI | Sell | MSCI INC | $6,000 | -33.3% | 18 | -43.8% | 0.00% | -25.0% |
| MMS | MAXIMUS INC | $7,000 | +16.7% | 96 | 0.0% | 0.00% | 0.0% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $8,000 | -27.3% | 49 | -16.9% | 0.00% | -40.0% |
| LHCG | LHC GROUP INC | $6,000 | +20.0% | 34 | 0.0% | 0.00% | +50.0% | |
| TAP | New | MOLSON COORS BEVERAGE COcl b | $7,000 | – | 200 | +100.0% | 0.00% | – |
| ICSH | Buy | ISHARES TRultr sh trm bd | $6,000 | +20.0% | 121 | +21.0% | 0.00% | +50.0% |
| IUSB | Buy | ISHARES TRcore total usd | $6,000 | 0.0% | 117 | +0.9% | 0.00% | 0.0% |
| IJT | ISHARES TRs&p sml 600 gwt | $8,000 | +14.3% | 48 | 0.0% | 0.00% | 0.0% | |
| TM | TOYOTA MOTOR CORP | $6,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| ABC | AMERISOURCEBERGEN CORP | $8,000 | +14.3% | 81 | 0.0% | 0.00% | 0.0% | |
| AWR | AMER STATES WTR CO | $6,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| NTR | NUTRIEN LTD | $8,000 | 0.0% | 245 | 0.0% | 0.00% | -25.0% | |
| OXY | Sell | OCCIDENTAL PETE CORP | $8,000 | +14.3% | 419 | -32.3% | 0.00% | 0.0% |
| XLNX | XILINX INC | $8,000 | +33.3% | 81 | 0.0% | 0.00% | 0.0% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $8,000 | 0.0% | 112 | 0.0% | 0.00% | -25.0% | |
| GNTX | GENTEX CORP | $7,000 | +16.7% | 288 | 0.0% | 0.00% | 0.0% | |
| GM | Buy | GENERAL MTRS CO | $8,000 | +700.0% | 300 | +500.0% | 0.00% | – |
| PRFT | Buy | PERFICIENT INC | $7,000 | +40.0% | 198 | +10.6% | 0.00% | +50.0% |
| ALLE | ALLEGION PLC | $7,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| POWI | POWER INTEGRATIONS INC | $8,000 | +33.3% | 65 | 0.0% | 0.00% | 0.0% | |
| EVRG | Buy | EVERGY INC | $7,000 | +16.7% | 117 | +0.9% | 0.00% | 0.0% |
| ESPR | ESPERION THERAPEUTICS INC NE | $8,000 | +60.0% | 162 | 0.0% | 0.00% | +50.0% | |
| ETN | EATON CORP PLC | $8,000 | +14.3% | 95 | 0.0% | 0.00% | 0.0% | |
| PRU | Sell | PRUDENTIAL FINL INC | $6,000 | -40.0% | 103 | -47.7% | 0.00% | -40.0% |
| ET | New | ENERGY TRANSFER LP | $7,000 | – | 1,000 | +100.0% | 0.00% | – |
| ADM | ARCHER DANIELS MIDLAND CO | $8,000 | +14.3% | 210 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $8,000 | +60.0% | 162 | 0.0% | 0.00% | +50.0% | |
| RBA | RITCHIE BROS AUCTIONEERS | $8,000 | +14.3% | 191 | 0.0% | 0.00% | 0.0% | |
| EWBC | Buy | EAST WEST BANCORP INC | $7,000 | +40.0% | 186 | +1.1% | 0.00% | +50.0% |
| DD | Sell | DUPONT DE NEMOURS INC | $8,000 | -80.0% | 146 | -87.5% | 0.00% | -84.2% |
| AZN | ASTRAZENECA PLCsponsored adr | $7,000 | +16.7% | 132 | 0.0% | 0.00% | 0.0% | |
| DEO | DIAGEO P L Cspon adr new | $6,000 | +20.0% | 43 | 0.0% | 0.00% | +50.0% | |
| SPXC | SPX CORP | $7,000 | +40.0% | 165 | 0.0% | 0.00% | +50.0% | |
| LIN | LINDE PLC | $6,000 | +20.0% | 30 | 0.0% | 0.00% | +50.0% | |
| ACBI | ATLANTIC CAP BANCSHARES INC | $6,000 | 0.0% | 518 | 0.0% | 0.00% | 0.0% | |
| CRY | CRYOLIFE INC | $7,000 | +16.7% | 350 | 0.0% | 0.00% | 0.0% | |
| ALB | ALBEMARLE CORP | $8,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| FLOW | SPX FLOW INC | $6,000 | +20.0% | 165 | 0.0% | 0.00% | +50.0% | |
| AKAM | AKAMAI TECHNOLOGIES INC | $8,000 | +14.3% | 73 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $8,000 | +33.3% | 450 | 0.0% | 0.00% | 0.0% | |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $8,000 | – | 500 | +100.0% | 0.00% | – |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $8,000 | +14.3% | 160 | 0.0% | 0.00% | 0.0% | |
| CTLT | CATALENT INC | $6,000 | +50.0% | 77 | 0.0% | 0.00% | +50.0% | |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $7,000 | -12.5% | 123 | -15.2% | 0.00% | -25.0% |
| CP | CANADIAN PAC RY LTD | $8,000 | +14.3% | 32 | 0.0% | 0.00% | 0.0% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $7,000 | +16.7% | 236 | 0.0% | 0.00% | 0.0% | |
| CWT | Buy | CALIFORNIA WTR SVC GROUP | $7,000 | -12.5% | 153 | +0.7% | 0.00% | -25.0% |
| CI | Buy | CIGNA CORP NEW | $6,000 | +20.0% | 30 | +7.1% | 0.00% | +50.0% |
| CBRE | Sell | CBRE GROUP INCcl a | $7,000 | -50.0% | 153 | -59.8% | 0.00% | -57.1% |
| BWA | BORGWARNER INC | $6,000 | +50.0% | 158 | 0.0% | 0.00% | +50.0% | |
| BX | Buy | BLACKSTONE GROUP INC | $7,000 | +40.0% | 115 | +0.9% | 0.00% | +50.0% |
| SHAK | Buy | SHAKE SHACK INCcl a | $7,000 | +600.0% | 125 | +400.0% | 0.00% | – |
| MYI | BLACKROCK MUNIYIELD QUALITY | $7,000 | +16.7% | 500 | 0.0% | 0.00% | 0.0% | |
| AOS | Buy | SMITH A O CORP | $7,000 | +40.0% | 140 | +0.7% | 0.00% | +50.0% |
| BKI | Sell | BLACK KNIGHT INC | $7,000 | -22.2% | 90 | -42.7% | 0.00% | -25.0% |
| BYND | Sell | BEYOND MEAT INC | $7,000 | -74.1% | 50 | -87.5% | 0.00% | -76.9% |
| BCS | BARCLAYS PLCadr | $6,000 | +20.0% | 1,018 | 0.0% | 0.00% | +50.0% | |
| SQ | SQUARE INCcl a | $7,000 | +133.3% | 62 | 0.0% | 0.00% | +200.0% | |
| STT | STATE STR CORP | $7,000 | +16.7% | 112 | 0.0% | 0.00% | 0.0% | |
| BJ | BJS WHSL CLUB HLDGS INC | $6,000 | +50.0% | 154 | 0.0% | 0.00% | +50.0% | |
| SUI | Sell | SUN CMNTYS INC | $7,000 | -36.4% | 54 | -40.7% | 0.00% | -40.0% |
| HZO | MARINEMAX INC | $7,000 | +133.3% | 300 | 0.0% | 0.00% | +200.0% | |
| AMBA | AMBARELLA INC | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $4,000 | – | 50 | +100.0% | 0.00% | – |
| LSXMK | LIBERTY MEDIA CORP DEL | $5,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% | |
| BURL | BURLINGTON STORES INC | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $4,000 | – | 40 | +100.0% | 0.00% | – |
| AMED | AMEDISYS INC | $5,000 | +25.0% | 23 | 0.0% | 0.00% | 0.0% | |
| ZEN | ZENDESK INC | $4,000 | +33.3% | 48 | 0.0% | 0.00% | +100.0% | |
| GNRC | GENERAC HLDGS INC | $5,000 | +25.0% | 38 | 0.0% | 0.00% | 0.0% | |
| BTI | BRITISH AMERN TOB PLCsponsored adr | $4,000 | +33.3% | 94 | 0.0% | 0.00% | +100.0% | |
| HRC | HILL ROM HLDGS INC | $4,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $4,000 | -33.3% | 75 | -40.0% | 0.00% | -33.3% |
| NRZ | New | NEW RESIDENTIAL INVT CORP | $4,000 | – | 505 | +100.0% | 0.00% | – |
| NEOG | NEOGEN CORP | $5,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| NTUS | NATUS MED INC DEL | $5,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $5,000 | 0.0% | 28 | +3.7% | 0.00% | 0.0% |
| PFF | ISHARES TRpfd and incm sec | $4,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| DRI | Sell | DARDEN RESTAURANTS INC | $5,000 | +25.0% | 66 | -12.0% | 0.00% | 0.0% |
| VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| UHS | UNIVERSAL HLTH SVCS INCcl b | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| CAG | CONAGRA BRANDS INC | $4,000 | +33.3% | 100 | 0.0% | 0.00% | +100.0% | |
| ILMN | Sell | ILLUMINA INC | $4,000 | 0.0% | 10 | -33.3% | 0.00% | 0.0% |
| VAR | VARIAN MED SYS INC | $4,000 | +33.3% | 34 | 0.0% | 0.00% | +100.0% | |
| ICPT | INTERCEPT PHARMACEUTICALS IN | $4,000 | -33.3% | 90 | 0.0% | 0.00% | -33.3% | |
| SPGM | Sell | SPDR INDEX SHS FDSportfli msci gbl | $5,000 | -37.5% | 125 | -49.6% | 0.00% | -50.0% |
| JCI | JOHNSON CTLS INTL PLC | $4,000 | +33.3% | 114 | 0.0% | 0.00% | +100.0% | |
| WWD | WOODWARD INC | $4,000 | +33.3% | 53 | 0.0% | 0.00% | +100.0% | |
| EMN | EASTMAN CHEM CO | $4,000 | +33.3% | 56 | 0.0% | 0.00% | +100.0% | |
| IVZ | INVESCO LTD | $4,000 | +33.3% | 375 | 0.0% | 0.00% | +100.0% | |
| MU | MICRON TECHNOLOGY INC | $5,000 | +25.0% | 93 | 0.0% | 0.00% | 0.0% | |
| LH | New | LABORATORY CORP AMER HLDGS | $4,000 | – | 24 | +100.0% | 0.00% | – |
| RNR | RENAISSANCERE HOLDINGS LTD | $4,000 | +33.3% | 23 | 0.0% | 0.00% | +100.0% | |
| RELX | Sell | RELX PLCsponsored adr | $4,000 | -76.5% | 176 | -77.5% | 0.00% | -75.0% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $5,000 | -99.0% | 102 | -99.1% | 0.00% | -99.2% |
| RJF | RAYMOND JAMES FINL INC | $5,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| OIA | INVESCO MUNI INCOME OPP TRST | $4,000 | 0.0% | 557 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $5,000 | +25.0% | 294 | 0.0% | 0.00% | 0.0% | |
| XSVM | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $5,000 | +25.0% | 202 | 0.0% | 0.00% | 0.0% | |
| LBRDA | Sell | LIBERTY BROADBAND CORP | $4,000 | -42.9% | 36 | -43.8% | 0.00% | -33.3% |
| IGM | New | ISHARES TRexpnd tec sc etf | $4,000 | – | 15 | +100.0% | 0.00% | – |
| HELE | HELEN OF TROY CORP LTD | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| BWXT | BWX TECHNOLOGIES INC | $5,000 | +25.0% | 86 | 0.0% | 0.00% | 0.0% | |
| PTI | PROTEOSTASIS THERAPEUTICS IN | $4,000 | +33.3% | 2,900 | 0.0% | 0.00% | +100.0% | |
| FXI | ISHARES TRchina lg-cap etf | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $3,000 | -25.0% | 10 | -54.5% | 0.00% | -50.0% |
| AIG | Sell | AMERICAN INTL GROUP INC | $2,000 | 0.0% | 80 | -22.3% | 0.00% | 0.0% |
| APA | APACHE CORP | $3,000 | +200.0% | 230 | 0.0% | 0.00% | – | |
| ACB | New | AURORA CANNABIS INC | $3,000 | – | 210 | +100.0% | 0.00% | – |
| AVNS | AVANOS MED INC | $2,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
| GOLD | BARRICK GOLD CORPORATION | $3,000 | +50.0% | 94 | 0.0% | 0.00% | 0.0% | |
| BXP | BOSTON PPTYS LTD PARTNERSHIP | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $2,000 | 0.0% | 453 | 0.0% | 0.00% | 0.0% | |
| BFB | BROWN FORMAN CORPcl b | $3,000 | +50.0% | 40 | 0.0% | 0.00% | 0.0% | |
| CPE | New | CALLON PETE CO DEL | $2,000 | – | 2,000 | +100.0% | 0.00% | – |
| CSV | CARRIAGE SVCS INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CASS | CASS INFORMATION SYS INC | $3,000 | +50.0% | 69 | 0.0% | 0.00% | 0.0% | |
| COLM | Sell | COLUMBIA SPORTSWEAR CO | $2,000 | 0.0% | 20 | -33.3% | 0.00% | 0.0% |
| STZ | CONSTELLATION BRANDS INCcl a | $2,000 | +100.0% | 9 | 0.0% | 0.00% | – | |
| DLTR | DOLLAR TREE INC | $2,000 | +100.0% | 20 | 0.0% | 0.00% | – | |
| DPZ | DOMINOS PIZZA INC | $3,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| DSE | DUFF & PHELPS SLT ENGY AND M | $2,000 | +100.0% | 3,483 | 0.0% | 0.00% | – | |
| MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $2,000 | -66.7% | 133 | -74.1% | 0.00% | -66.7% |
| EA | ELECTRONIC ARTS INC | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| FMC | Sell | F M C CORP | $2,000 | 0.0% | 20 | -31.0% | 0.00% | 0.0% |
| FWRD | FORWARD AIR CORP | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| GWPH | New | GW PHARMACEUTICALS PLCads | $2,000 | – | 20 | +100.0% | 0.00% | – |
| GL | GLOBE LIFE INC | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| HAIN | HAIN CELESTIAL GROUP INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| HVTA | HAVERTY FURNITURE INCcl a | $3,000 | +50.0% | 186 | 0.0% | 0.00% | 0.0% | |
| ITT | ITT INC | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| IHG | INTERCONTINENTAL HOTELS GROUsponsored ads | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| ISRG | INTUITIVE SURGICAL INC | $2,000 | +100.0% | 3 | 0.0% | 0.00% | – | |
| PID | New | INVESCO EXCHANGE TRADED FD Tintl divi achi | $2,000 | – | 180 | +100.0% | 0.00% | – |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $2,000 | 0.0% | 63 | +1.6% | 0.00% | 0.0% |
| IQ | New | IQIYI INCsponsored ads | $3,000 | – | 120 | +100.0% | 0.00% | – |
| KAR | Sell | KAR AUCTION SVCS INC | $2,000 | -33.3% | 131 | -43.5% | 0.00% | 0.0% |
| KVHI | KVH INDS INC | $3,000 | -25.0% | 384 | 0.0% | 0.00% | -50.0% | |
| KEY | KEYCORP | $3,000 | 0.0% | 246 | 0.0% | 0.00% | 0.0% | |
| KMI | Sell | KINDER MORGAN INC DEL | $3,000 | -57.1% | 205 | -56.6% | 0.00% | -66.7% |
| KTB | KONTOOR BRANDS INC | $3,000 | -25.0% | 188 | 0.0% | 0.00% | -50.0% | |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $2,000 | – | 45 | +100.0% | 0.00% | – |
| VIVO | MERIDIAN BIOSCIENCE INC | $3,000 | +200.0% | 150 | 0.0% | 0.00% | – | |
| MAA | MID-AMER APT CMNTYS INC | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| NI | Buy | NISOURCE INC | $3,000 | 0.0% | 117 | +0.9% | 0.00% | 0.0% |
| OMC | OMNICOM GROUP INC | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| PDLI | PDL BIOPHARMA INC | $2,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% | |
| PII | POLARIS INC | $2,000 | +100.0% | 22 | 0.0% | 0.00% | – | |
| O | REALTY INCOME CORP | $3,000 | +50.0% | 50 | 0.0% | 0.00% | 0.0% | |
| RGA | REINSURANCE GRP OF AMERICA I | $3,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| SEIC | Sell | SEI INVTS CO | $2,000 | 0.0% | 30 | -33.3% | 0.00% | 0.0% |
| XAR | New | SPDR SER TRaerospace def | $2,000 | – | 21 | +100.0% | 0.00% | – |
| SAP | SAP SEspon adr | $3,000 | +50.0% | 21 | 0.0% | 0.00% | 0.0% | |
| SEE | SEALED AIR CORP NEW | $3,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
| SYY | SYSCO CORP | $3,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| TPR | TAPESTRY INC | $2,000 | 0.0% | 144 | 0.0% | 0.00% | 0.0% | |
| TTE | New | TOTAL S.A.sponsored ads | $2,000 | – | 55 | +100.0% | 0.00% | – |
| TSN | Sell | TYSON FOODS INCcl a | $3,000 | 0.0% | 49 | -16.9% | 0.00% | 0.0% |
| UN | UNILEVER N V | $2,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| UBP | URSTADT BIDDLE PPTYS INC | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| UBA | URSTADT BIDDLE PPTYS INCcl a | $2,000 | -33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $2,000 | -50.0% | 6 | -62.5% | 0.00% | -50.0% |
| VSTO | New | VISTA OUTDOOR INC | $2,000 | – | 104 | +100.0% | 0.00% | – |
| VMW | VMWARE INC | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $3,000 | +50.0% | 177 | 0.0% | 0.00% | 0.0% | |
| VNRX | VOLITIONRX LTD | $3,000 | +50.0% | 800 | 0.0% | 0.00% | 0.0% | |
| WIT | WIPRO LTDspon adr 1 sh | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| AXS | AXIS CAPITAL HOLDINGS LTD | $3,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | |
| STX | Sell | SEAGATE TECHNOLOGY PLC | $3,000 | -57.1% | 57 | -61.2% | 0.00% | -66.7% |
| ALC | ALCON AG | $2,000 | +100.0% | 27 | 0.0% | 0.00% | – | |
| HSBC | HSBC HLDGS PLCspon adr new | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| LUV | New | SOUTHWEST AIRLS CO | $1,000 | – | 37 | +100.0% | 0.00% | – |
| SQBG | SEQUENTIAL BRNDS GROUP INC N | $0 | – | 5 | 0.0% | 0.00% | – | |
| SRE | SEMPRA ENERGY | $0 | – | 2 | 0.0% | 0.00% | – | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| SNY | SANOFIsponsored adr | $0 | – | 1 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $1,000 | – | 48 | 0.0% | 0.00% | – | |
| TROW | PRICE T ROWE GROUP INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| PNW | PINNACLE WEST CAP CORP | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $1,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
| IX | ORIX CORPsponsored adr | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| ORGANIGRAM HLDGS INC | $0 | – | 50 | 0.0% | 0.00% | – | ||
| KNDI | KANDI TECHNOLOGIES GROUP INC | $1,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| JNPR | Sell | JUNIPER NETWORKS INC | $1,000 | -50.0% | 42 | -50.0% | 0.00% | -100.0% |
| SHV | ISHARES TRshort treas bd | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| PDBC | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $0 | – | 26 | 0.0% | 0.00% | – | |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $1,000 | -75.0% | 93 | -80.3% | 0.00% | -100.0% |
| STM | STMICROELECTRONICS N Vny registry | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| GRFS | GRIFOLS S Asp adr rep b nvt | $1,000 | 0.0% | 74 | 0.0% | 0.00% | – | |
| GTX | Sell | GARRETT MOTION INC | $0 | -100.0% | 50 | -84.4% | 0.00% | – |
| GME | GAMESTOP CORP NEWcl a | $1,000 | 0.0% | 160 | 0.0% | 0.00% | – | |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,000 | – | 24 | +100.0% | 0.00% | – |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $1,000 | -96.7% | 2 | -99.0% | 0.00% | -100.0% |
| ADNT | ADIENT PLC | $0 | – | 11 | 0.0% | 0.00% | – | |
| FDM | New | FIRST TR DOW JONES SELECT MI | $1,000 | – | 20 | +100.0% | 0.00% | – |
| AMCR | AMCOR PLCord | $1,000 | 0.0% | 120 | 0.0% | 0.00% | – | |
| FHN | FIRST HORIZON NATL CORP | $0 | – | 29 | 0.0% | 0.00% | – | |
| FNB | F N B CORP | $1,000 | 0.0% | 73 | 0.0% | 0.00% | – | |
| ACGL | Sell | ARCH CAP GROUP LTDord | $1,000 | -83.3% | 42 | -79.7% | 0.00% | -100.0% |
| FLIR | New | FLIR SYS INC | $1,000 | – | 23 | +100.0% | 0.00% | – |
| EOLS | EVOLUS INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| EVFM | New | EVOFEM BIOSCIENCES INC | $0 | – | 92 | +100.0% | 0.00% | – |
| ERIC | ERICSSONadr b sek 10 | $0 | – | 5 | 0.0% | 0.00% | – | |
| ESRT | EMPIRE ST RLTY TR INCcl a | $0 | – | 30 | 0.0% | 0.00% | – | |
| EV | EATON VANCE CORP | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| DXCM | DEXCOM INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $1,000 | 0.0% | 86 | 0.0% | 0.00% | – | |
| MNKKQ | MALLINCKRODT PUB LTD CO | $0 | – | 2 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| CIA | CITIZENS INCcl a | $0 | – | 53 | 0.0% | 0.00% | – | |
| NEBLQ | NOBLE CORP PLC | $0 | – | 200 | 0.0% | 0.00% | – | |
| IMOS | CHIPMOS TECHNOLOGIES INCsponsord ads new | $0 | – | 12 | 0.0% | 0.00% | – | |
| NVT | NVENT ELECTRIC PLC | $1,000 | – | 28 | 0.0% | 0.00% | – | |
| CC | Buy | CHEMOURS CO | $0 | – | 22 | +10.0% | 0.00% | – |
| CCL | CARNIVAL CORPunit 99/99/9999 | $1,000 | 0.0% | 63 | 0.0% | 0.00% | – | |
| PNR | PENTAIR PLC | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| CAH | CARDINAL HEALTH INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| CRCQQ | CALIFORNIA RES CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| LOGI | LOGITECH INTL S A | $0 | – | 1 | 0.0% | 0.00% | – | |
| ATOS | ATOSSA THERAPEUTICS INC | $0 | – | 45 | 0.0% | 0.00% | – | |
| AMRX | AMNEAL PHARMACEUTICALS INC | $1,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| AEG | AEGON N V | $1,000 | – | 178 | 0.0% | 0.00% | – | |
| AMD | ADVANCED MICRO DEVICES INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| ASIX | Sell | ADVANSIX INC | $0 | -100.0% | 17 | -86.4% | 0.00% | – |
| ARKK | New | ARK ETF TRinnovation etf | $1,000 | – | 17 | +100.0% | 0.00% | – |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| FLEX | FLEX LTDord | $0 | – | 38 | 0.0% | 0.00% | – | |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -10 | -100.0% | 0.00% | – |
| GRPN | Exit | GROUPON INC | $0 | – | -10 | -100.0% | 0.00% | – |
| FTRCQ | Exit | FRONTIER COMMUNICATIONS CORP | $0 | – | -42 | -100.0% | 0.00% | – |
| BKYI | Exit | BIO-KEY INTL INC | $0 | – | -1,000 | -100.0% | 0.00% | – |
| GT | Exit | GOODYEAR TIRE & RUBR CO | $0 | – | -103 | -100.0% | 0.00% | – |
| UNM | Buy | UNUM GROUP | $0 | – | 29 | +3.6% | 0.00% | – |
| TWTR | TWITTER INC | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| BLD | TOPBUILD CORP | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| TR | TOOTSIE ROLL INDS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| TRNO | TERRENO RLTY CORP | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| TDC | TERADATA CORP DEL | $0 | – | 4 | 0.0% | 0.00% | – | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | 1 | 0.0% | 0.00% | – | |
| TMUSR | New | T-MOBILE US INCright 07/27/2020 | $0 | – | 92 | +100.0% | 0.00% | – |
| STON | STONEMOR INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORPsponsored adr | $0 | – | 100 | 0.0% | 0.00% | – | |
| WPP | WPP PLC NEWadr | $0 | – | 9 | 0.0% | 0.00% | – | |
| NJR | NEW JERSEY RES | $0 | – | 2 | 0.0% | 0.00% | – | |
| WAB | Sell | WABTEC | $1,000 | -80.0% | 15 | -84.7% | 0.00% | -100.0% |
| NCR | NCR CORP NEW | $0 | – | 4 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTL PLCspon adr new | $1,000 | 0.0% | 114 | 0.0% | 0.00% | – | ||
| MRO | MARATHON OIL CORP | $1,000 | 0.0% | 196 | 0.0% | 0.00% | – | |
| MFC | MANULIFE FINL CORP | $1,000 | 0.0% | 82 | 0.0% | 0.00% | – | |
| LTHM | Sell | LIVENT CORP | $0 | – | 20 | -25.9% | 0.00% | – |
| FWONA | LIBERTY MEDIA CORP DEL | $0 | – | 14 | 0.0% | 0.00% | – | |
| FWONK | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| LEA | LEAR CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
| KDP | KEURIG DR PEPPER INC | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| FR | Exit | FIRST INDL RLTY TR INC | $0 | – | -100 | -100.0% | -0.00% | – |
| DOV | Exit | DOVER CORP | $0 | – | -24 | -100.0% | -0.00% | – |
| PAG | Exit | PENSKE AUTOMOTIVE GRP INC | $0 | – | -76 | -100.0% | -0.00% | – |
| LSXMA | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -58 | -100.0% | -0.00% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -12 | -100.0% | -0.00% | – |
| PFGC | Exit | PERFORMANCE FOOD GROUP CO | $0 | – | -90 | -100.0% | -0.00% | – |
| AL | Exit | AIR LEASE CORPcl a | $0 | – | -84 | -100.0% | -0.00% | – |
| BYD | Exit | BOYD GAMING CORP | $0 | – | -135 | -100.0% | -0.00% | – |
| DAN | Exit | DANA INCORPORATED | $0 | – | -226 | -100.0% | -0.00% | – |
| CHD | Exit | CHURCH & DWIGHT INC | $0 | – | -44 | -100.0% | -0.00% | – |
| CUBE | Exit | CUBESMART | $0 | – | -106 | -100.0% | -0.00% | – |
| RDN | Exit | RADIAN GROUP INC | $0 | – | -168 | -100.0% | -0.00% | – |
| AAN | Exit | AARONS INC | $0 | – | -68 | -100.0% | -0.00% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -10 | -100.0% | -0.00% | – |
| ITUB | Exit | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $0 | – | -561 | -100.0% | -0.00% | – |
| PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -100 | -100.0% | -0.00% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -200 | -100.0% | -0.00% | – |
| RHP | Exit | RYMAN HOSPITALITY PPTYS INC | $0 | – | -44 | -100.0% | -0.00% | – |
| ELS | Exit | EQUITY LIFESTYLE PPTYS INC | $0 | – | -60 | -100.0% | -0.00% | – |
| COO | Exit | COOPER COS INC | $0 | – | -8 | -100.0% | -0.00% | – |
| FRC | Exit | FIRST REP BK SAN FRANCISCO C | $0 | – | -25 | -100.0% | -0.00% | – |
| ORAN | Exit | ORANGEsponsored adr | $0 | – | -192 | -100.0% | -0.00% | – |
| CONE | Exit | CYRUSONE INC | $0 | – | -54 | -100.0% | -0.00% | – |
| IBN | Exit | ICICI BANK LIMITEDadr | $0 | – | -358 | -100.0% | -0.00% | – |
| JLL | Exit | JONES LANG LASALLE INC | $0 | – | -34 | -100.0% | -0.00% | – |
| AME | Exit | AMETEK INC | $0 | – | -59 | -100.0% | -0.00% | – |
| EVBG | Exit | EVERBRIDGE INC | $0 | – | -50 | -100.0% | -0.00% | – |
| ARE | Exit | ALEXANDRIA REAL ESTATE EQ IN | $0 | – | -33 | -100.0% | -0.00% | – |
| CNC | Exit | CENTENE CORP DEL | $0 | – | -70 | -100.0% | -0.00% | – |
| RY | Exit | ROYAL BK CDA | $0 | – | -72 | -100.0% | -0.00% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -27 | -100.0% | -0.00% | – |
| FSCT | Exit | FORESCOUT TECHNOLOGIES INC | $0 | – | -116 | -100.0% | -0.00% | – |
| MDC | Exit | M D C HLDGS INC | $0 | – | -238 | -100.0% | -0.00% | – |
| FFIV | Exit | F5 NETWORKS INC | $0 | – | -56 | -100.0% | -0.00% | – |
| GLIBA | Exit | GCI LIBERTY INC | $0 | – | -102 | -100.0% | -0.00% | – |
| IBKC | Exit | IBERIABANK CORP | $0 | – | -163 | -100.0% | -0.00% | – |
| HP | Exit | HELMERICH & PAYNE INC | $0 | – | -500 | -100.0% | -0.00% | – |
| TTC | Exit | TORO CO | $0 | – | -136 | -100.0% | -0.00% | – |
| TLRY | Exit | TILRAY INC | $0 | – | -1,500 | -100.0% | -0.01% | – |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -14,540 | -100.0% | -0.01% | – |
| WLTW | Exit | WILLIS TOWERS WATSON PLC LTD | $0 | – | -71 | -100.0% | -0.01% | – |
| ROLL | Exit | RBC BEARINGS INC | $0 | – | -112 | -100.0% | -0.01% | – |
| EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -219 | -100.0% | -0.01% | – |
| FLR | Exit | FLUOR CORP NEW | $0 | – | -2,500 | -100.0% | -0.01% | – |
| DNKN | Exit | DUNKIN BRANDS GROUP INC | $0 | – | -310 | -100.0% | -0.01% | – |
| PENN | Exit | PENN NATL GAMING INC | $0 | – | -1,500 | -100.0% | -0.01% | – |
| WY | Exit | WEYERHAEUSER CO | $0 | – | -1,600 | -100.0% | -0.01% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -254 | -100.0% | -0.01% | – |
| ZBRA | Exit | ZEBRA TECHNOLOGIES CORPcl a | $0 | – | -150 | -100.0% | -0.01% | – |
| WDC | Exit | WESTERN DIGITAL CORP. | $0 | – | -814 | -100.0% | -0.02% | – |
| AGN | Exit | ALLERGAN PLC | $0 | – | -199 | -100.0% | -0.02% | – |
| ROAM | Exit | LATTICE STRATEGIES TRhartfrd emrg etf | $0 | – | -2,184 | -100.0% | -0.02% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -600 | -100.0% | -0.02% | – |
| CELH | Exit | CELSIUS HLDGS INC | $0 | – | -12,000 | -100.0% | -0.02% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -573 | -100.0% | -0.03% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -411 | -100.0% | -0.03% | – |
| RODM | Exit | LATTICE STRATEGIES TRhartford mlt etf | $0 | – | -2,387 | -100.0% | -0.03% | – |
| LKNCY | Exit | LUCKIN COFFEE INCsponsored ads | $0 | – | -2,400 | -100.0% | -0.03% | – |
| AON | Exit | AON PLC | $0 | – | -884 | -100.0% | -0.07% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -1,614 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COCA COLA CO | 11 | Q2 2020 | 29.4% |
| ISHARES TR | 11 | Q2 2020 | 7.3% |
| HOME DEPOT INC | 11 | Q2 2020 | 3.8% |
| ISHARES TR | 11 | Q2 2020 | 4.1% |
| LOCKHEED MARTIN CORP | 11 | Q2 2020 | 3.4% |
| APPLE INC | 11 | Q2 2020 | 3.5% |
| ISHARES TR | 11 | Q2 2020 | 3.8% |
| ISHARES TR | 11 | Q2 2020 | 2.2% |
| AT&T INC | 11 | Q2 2020 | 2.5% |
| SCHWAB STRATEGIC TR | 11 | Q2 2020 | 2.8% |
View TRUEWEALTH LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-07-15 |
| 13F-HR | 2020-04-13 |
| 13F-HR | 2020-01-22 |
| 13F-HR | 2019-10-10 |
| 13F-HR | 2019-07-10 |
| 13F-HR | 2019-04-24 |
| 13F-HR | 2019-01-18 |
| 13F-HR | 2018-10-16 |
| 13F-HR | 2018-07-13 |
| 13F-HR | 2018-04-30 |
View TRUEWEALTH 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.