$126 Million is the total value of Wagner Wealth Management, LLC's 732 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 272.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BOND | Sell | PIMCO ETF TRactive bd etf | $6,596,000 | -34.6% | 69,251 | -30.1% | 5.25% | -25.5% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $5,703,000 | +7.0% | 129,322 | +14.1% | 4.54% | +21.9% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $4,853,000 | -8.5% | 125,049 | -0.3% | 3.87% | +4.2% |
| AAPL | Buy | APPLE INC | $4,561,000 | -18.7% | 33,362 | +3.8% | 3.63% | -7.4% |
| PDI | Buy | PIMCO DYNAMIC INCOME FD | $4,285,000 | -4.3% | 205,329 | +11.8% | 3.41% | +9.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,909,000 | +53.2% | 27,687 | +41.1% | 3.11% | +74.6% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,166,000 | -28.1% | 11,294 | -7.0% | 2.52% | -18.1% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $3,082,000 | -50.8% | 63,808 | -50.1% | 2.46% | -43.9% |
| T | Buy | AT&T INC | $3,011,000 | +497.4% | 143,637 | +573.0% | 2.40% | +581.2% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $2,992,000 | +667.2% | 71,843 | +728.8% | 2.38% | +772.9% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $2,458,000 | -55.5% | 62,785 | -48.0% | 1.96% | -49.3% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $2,450,000 | +117.2% | 44,178 | +140.4% | 1.95% | +147.7% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $2,316,000 | -53.6% | 27,135 | -48.4% | 1.84% | -47.1% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $2,311,000 | -54.5% | 49,830 | -51.4% | 1.84% | -48.2% |
| FRA | Buy | BLACKROCK FLOATING RATE INCO | $1,989,000 | +167.3% | 174,669 | +205.8% | 1.58% | +204.6% |
| MSFT | Buy | MICROSOFT CORP | $1,942,000 | -16.1% | 7,563 | +0.7% | 1.55% | -4.4% |
| HTAB | HARTFORD FDS EXCHANGE TRADEDschrdrs tax bd | $1,903,000 | -3.5% | 98,765 | 0.0% | 1.52% | +10.0% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,793,000 | -16.3% | 4,753 | +0.2% | 1.43% | -4.6% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,784,000 | -12.0% | 17,296 | -2.2% | 1.42% | +0.2% |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,766,000 | – | 13,900 | +100.0% | 1.41% | – |
| New | HARTFORD FDS EXCHANGE TRADEDsustainable incm | $1,715,000 | – | 51,547 | +100.0% | 1.37% | – | |
| BGT | Buy | BLACKROCK FLOATING RATE INC | $1,475,000 | +78.8% | 133,811 | +106.7% | 1.18% | +103.6% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,448,000 | -4.5% | 28,612 | +0.1% | 1.15% | +8.8% |
| ABBV | Buy | ABBVIE INC | $1,439,000 | -0.3% | 9,398 | +5.6% | 1.15% | +13.6% |
| ETG | Buy | EATON VANCE TX ADV GLBL DIV | $1,429,000 | -0.3% | 88,688 | +27.2% | 1.14% | +13.6% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $1,428,000 | -58.6% | 36,755 | -51.0% | 1.14% | -52.8% |
| PHD | Buy | PIONEER FLOATING RATE FUND I | $1,313,000 | +121.8% | 147,887 | +161.6% | 1.05% | +152.7% |
| XOM | Buy | EXXON MOBIL CORP | $1,311,000 | +31.1% | 15,312 | +26.4% | 1.04% | +49.4% |
| PFE | Buy | PFIZER INC | $1,298,000 | +2.2% | 24,756 | +0.9% | 1.03% | +16.4% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,209,000 | -1.5% | 11,274 | +2.5% | 0.96% | +12.2% |
| INTC | Buy | INTEL CORP | $1,130,000 | -7.1% | 30,196 | +23.0% | 0.90% | +5.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,105,000 | +94.5% | 21,770 | +95.4% | 0.88% | +121.7% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $1,072,000 | -14.0% | 26,199 | +3.0% | 0.85% | -2.0% |
| KHC | KRAFT HEINZ CO | $920,000 | -3.3% | 24,132 | 0.0% | 0.73% | +10.2% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $897,000 | -2.3% | 2,087 | +0.3% | 0.71% | +11.2% |
| HD | Buy | HOME DEPOT INC | $830,000 | -2.8% | 3,026 | +6.0% | 0.66% | +10.7% |
| IWB | Sell | ISHARES TRrus 1000 etf | $809,000 | -58.5% | 3,896 | -50.0% | 0.64% | -52.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $794,000 | -29.4% | 2,910 | -8.6% | 0.63% | -19.6% |
| ENPH | Sell | ENPHASE ENERGY INC | $788,000 | -6.7% | 4,037 | -3.6% | 0.63% | +6.3% |
| BEN | Buy | FRANKLIN RESOURCES INC | $747,000 | +8.3% | 32,042 | +29.7% | 0.60% | +23.4% |
| AMZN | Buy | AMAZON COM INC | $719,000 | -24.5% | 6,772 | +2219.2% | 0.57% | -13.8% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $708,000 | -15.0% | 41,073 | -6.2% | 0.56% | -3.1% |
| TSLA | Sell | TESLA INC | $705,000 | -41.9% | 1,047 | -7.1% | 0.56% | -33.8% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $697,000 | -6.6% | 11,743 | -6.3% | 0.56% | +6.5% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $640,000 | -53.7% | 10,328 | -49.8% | 0.51% | -47.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $631,000 | -15.1% | 5,606 | +2.8% | 0.50% | -3.1% |
| VOO | Sell | VANGUARD INDEX FDS | $600,000 | -69.2% | 1,729 | -63.2% | 0.48% | -64.9% |
| FPEI | Sell | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $565,000 | -54.2% | 31,895 | -49.9% | 0.45% | -47.9% |
| MO | Buy | ALTRIA GROUP INC | $552,000 | +36.0% | 13,222 | +70.3% | 0.44% | +54.9% |
| PTRA | Buy | PROTERRA INC | $545,000 | -28.4% | 117,351 | +16.0% | 0.43% | -18.4% |
| FSMB | Sell | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $534,000 | -50.5% | 26,886 | -49.9% | 0.42% | -43.6% |
| RMM | Sell | RIVERNORTH MANAGED DUR MUN I | $534,000 | -29.0% | 33,812 | -22.7% | 0.42% | -19.2% |
| SO | Buy | SOUTHERN CO | $483,000 | +8.1% | 6,773 | +9.8% | 0.38% | +23.4% |
| ENB | ENBRIDGE INC | $458,000 | -8.2% | 10,837 | 0.0% | 0.36% | +4.6% | |
| FDM | Sell | FIRST TR DOW JONES SELECT MI | $454,000 | -14.8% | 8,666 | -2.1% | 0.36% | -2.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $453,000 | +18.3% | 2,553 | +18.0% | 0.36% | +34.7% |
| FUMB | Sell | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $435,000 | -49.9% | 21,774 | -49.9% | 0.35% | -43.0% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $419,000 | -62.4% | 10,416 | -50.4% | 0.33% | -57.1% |
| MHI | Sell | PIONEER MUNICIPAL HIGH INCOM | $412,000 | -14.9% | 44,375 | -3.8% | 0.33% | -3.0% |
| GAL | Sell | SSGA ACTIVE ETF TRglobl allo etf | $403,000 | -55.8% | 10,325 | -50.2% | 0.32% | -49.6% |
| MTB | New | M & T BK CORP | $401,000 | – | 2,514 | +100.0% | 0.32% | – |
| UCON | Sell | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $399,000 | -48.7% | 16,268 | -46.6% | 0.32% | -41.5% |
| CVX | Buy | CHEVRON CORP NEW | $387,000 | -2.8% | 2,671 | +9.4% | 0.31% | +10.8% |
| USMV | Sell | ISHARES TRmsci usa min vol | $379,000 | -54.8% | 5,400 | -50.0% | 0.30% | -48.5% |
| TFC | Buy | TRUIST FINL CORP | $368,000 | -16.0% | 7,753 | +0.3% | 0.29% | -4.2% |
| SLQD | Sell | ISHARES TR0-5yr invt gr cp | $361,000 | -48.7% | 7,457 | -47.7% | 0.29% | -41.5% |
| GOF | Sell | GUGGENHEIM STRATEGIC OPPORTU | $359,000 | -22.5% | 22,303 | -8.4% | 0.29% | -11.7% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $353,000 | -77.9% | 2,628 | -74.1% | 0.28% | -74.9% |
| MRK | Buy | MERCK & CO INC | $326,000 | +37.6% | 3,575 | +23.9% | 0.26% | +56.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $324,000 | -8.7% | 148 | +16.5% | 0.26% | +4.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $306,000 | +23.9% | 3,102 | +18.1% | 0.24% | +41.0% |
| BAC | Sell | BK OF AMERICA CORP | $292,000 | -35.5% | 9,384 | -14.7% | 0.23% | -26.5% |
| BX | Sell | BLACKSTONE INC | $292,000 | -61.5% | 3,198 | -46.5% | 0.23% | -56.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $288,000 | +21.0% | 971 | +34.5% | 0.23% | +38.0% |
| UCBI | UNITED CMNTY BKS BLAIRSVLE G | $287,000 | -13.3% | 9,519 | 0.0% | 0.23% | -0.9% | |
| FEMB | Sell | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $286,000 | -55.5% | 10,690 | -49.8% | 0.23% | -49.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $286,000 | -74.9% | 754 | -69.9% | 0.23% | -71.3% |
| FDEC | Sell | FIRST TR EXCHNG TRADED FD VIft cboe eqty bfr | $282,000 | -55.2% | 9,258 | -50.0% | 0.22% | -48.9% |
| IIM | Sell | INVESCO VALUE MUN INCOME TR | $280,000 | -53.2% | 21,753 | -49.4% | 0.22% | -46.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $277,000 | -14.2% | 127 | +9.5% | 0.22% | -2.2% |
| BP | Sell | BP PLCsponsored adr | $277,000 | -37.0% | 9,782 | -34.7% | 0.22% | -28.2% |
| FMHI | Sell | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $272,000 | -73.8% | 5,726 | -71.8% | 0.22% | -70.2% |
| MS | Buy | MORGAN STANLEY | $270,000 | +1.5% | 3,553 | +16.6% | 0.22% | +15.6% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $258,000 | -2.6% | 10,036 | +5.0% | 0.21% | +11.4% |
| RYH | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $254,000 | -56.7% | 946 | -50.6% | 0.20% | -50.7% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $251,000 | -49.8% | 2,395 | -49.9% | 0.20% | -42.9% |
| WMT | Buy | WALMART INC | $250,000 | +5.0% | 2,054 | +28.3% | 0.20% | +19.9% |
| SFST | Sell | SOUTHERN FIRST BANCSHARES | $247,000 | -22.3% | 5,671 | -9.4% | 0.20% | -11.3% |
| WFC | Sell | WELLS FARGO CO NEW | $246,000 | -20.4% | 6,281 | -1.4% | 0.20% | -9.3% |
| V | Sell | VISA INC | $245,000 | -55.1% | 1,242 | -49.5% | 0.20% | -49.0% |
| NUE | Sell | NUCOR CORP | $235,000 | -36.5% | 2,247 | -9.6% | 0.19% | -27.8% |
| FYT | Sell | FIRST TR EXCHANGE-TRADED ALPsml cap val alph | $234,000 | -57.8% | 5,307 | -51.0% | 0.19% | -51.9% |
| VLO | New | VALERO ENERGY CORP | $231,000 | – | 2,173 | +100.0% | 0.18% | – |
| DIS | Sell | DISNEY WALT CO | $229,000 | -31.4% | 2,426 | -0.5% | 0.18% | -21.9% |
| CSCO | Sell | CISCO SYS INC | $228,000 | -36.1% | 5,350 | -16.5% | 0.18% | -27.2% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $227,000 | -53.3% | 4,417 | -49.9% | 0.18% | -46.8% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $216,000 | -15.3% | 36,627 | +1.3% | 0.17% | -3.4% |
| FYC | Sell | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $215,000 | -61.2% | 3,976 | -51.0% | 0.17% | -55.8% |
| CMBS | Sell | ISHARES TRcmbs etf | $209,000 | -51.8% | 4,350 | -49.9% | 0.17% | -45.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $208,000 | -11.1% | 660 | +0.9% | 0.17% | +1.2% |
| MMIN | Sell | INDEXIQ ACTIVE ETF TRiq mackay insred | $209,000 | -52.7% | 8,625 | -50.2% | 0.17% | -46.3% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $206,000 | -13.1% | 4,977 | +0.0% | 0.16% | -1.2% |
| TXN | Buy | TEXAS INSTRS INC | $201,000 | -15.9% | 1,307 | +0.5% | 0.16% | -4.2% |
| HNW | PIONEER DIVERSIFIED HIGH INC | $195,000 | -15.9% | 18,005 | 0.0% | 0.16% | -4.3% | |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $184,000 | – | 2,393 | +100.0% | 0.15% | – |
| NEE | New | NEXTERA ENERGY INC | $179,000 | – | 2,314 | +100.0% | 0.14% | – |
| JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $178,000 | -21.6% | 4,027 | -6.6% | 0.14% | -10.7% |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $176,000 | -59.8% | 1,191 | -50.0% | 0.14% | -54.2% |
| AFIN | Sell | THE NECESSITY RETAIL REIT IN | $174,000 | -9.8% | 23,858 | -2.1% | 0.14% | +3.0% |
| PH | New | PARKER-HANNIFIN CORP | $166,000 | – | 675 | +100.0% | 0.13% | – |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $166,000 | -54.1% | 2,318 | -49.5% | 0.13% | -47.8% |
| NVDA | Buy | NVIDIA CORPORATION | $164,000 | -43.8% | 1,082 | +1.1% | 0.13% | -35.8% |
| SIVB | SVB FINANCIAL GROUP | $158,000 | -29.5% | 400 | 0.0% | 0.13% | -19.7% | |
| UTF | New | COHEN & STEERS INFRASTRUCTUR | $155,000 | – | 6,132 | +100.0% | 0.12% | – |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $154,000 | -57.9% | 682 | -50.0% | 0.12% | -52.0% |
| NRGX | Sell | PIMCO ENERGY & TACTICAL CR O | $154,000 | -17.2% | 12,017 | -4.4% | 0.12% | -5.4% |
| FANG | New | DIAMONDBACK ENERGY INC | $153,000 | – | 1,263 | +100.0% | 0.12% | – |
| SLB | New | SCHLUMBERGER LTD | $152,000 | – | 4,239 | +100.0% | 0.12% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $149,000 | – | 1,827 | +100.0% | 0.12% | – |
| AXP | Sell | AMERICAN EXPRESS CO | $147,000 | -29.7% | 1,059 | -5.2% | 0.12% | -19.9% |
| FB | New | META PLATFORMS INCcl a | $147,000 | – | 910 | +100.0% | 0.12% | – |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $146,000 | -58.5% | 3,274 | -49.8% | 0.12% | -52.8% |
| PHK | Sell | PIMCO HIGH INCOME FD | $146,000 | -16.6% | 28,203 | -7.1% | 0.12% | -4.9% |
| MCD | New | MCDONALDS CORP | $140,000 | – | 567 | +100.0% | 0.11% | – |
| ORCL | New | ORACLE CORP | $138,000 | – | 1,982 | +100.0% | 0.11% | – |
| CQP | New | CHENIERE ENERGY PARTNERS LP | $134,000 | – | 2,991 | +100.0% | 0.11% | – |
| ZEST | Buy | ECOARK HLDGS INC | $130,000 | +182.6% | 49,716 | +152.2% | 0.10% | +225.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $129,000 | -57.3% | 1,400 | -50.0% | 0.10% | -51.2% |
| Sell | GENERAL ELECTRIC CO | $128,000 | -41.6% | 2,016 | -15.6% | 0.10% | -33.3% | |
| PG | New | PROCTER AND GAMBLE CO | $128,000 | – | 890 | +100.0% | 0.10% | – |
| WM | New | WASTE MGMT INC DEL | $127,000 | – | 830 | +100.0% | 0.10% | – |
| PDP | Sell | INVESCO EXCHANGE TRADED FD Tdwa momentum | $122,000 | -57.9% | 1,795 | -50.0% | 0.10% | -52.2% |
| TGT | New | TARGET CORP | $122,000 | – | 863 | +100.0% | 0.10% | – |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $119,000 | -71.0% | 1,618 | -67.5% | 0.10% | -66.9% |
| ABT | New | ABBOTT LABS | $118,000 | – | 1,085 | +100.0% | 0.09% | – |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $115,000 | -59.2% | 488 | -49.9% | 0.09% | -53.3% |
| AVGO | New | BROADCOM INC | $113,000 | – | 233 | +100.0% | 0.09% | – |
| HYLV | New | INDEXIQ ETF TRiq s&p hgh yld | $111,000 | – | 5,200 | +100.0% | 0.09% | – |
| FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $111,000 | – | 1,541 | +100.0% | 0.09% | – |
| PEP | New | PEPSICO INC | $110,000 | – | 662 | +100.0% | 0.09% | – |
| FDL | New | FIRST TR MORNINGSTAR DIVID L | $111,000 | – | 3,151 | +100.0% | 0.09% | – |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $105,000 | -59.0% | 3,353 | -49.9% | 0.08% | -53.1% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $106,000 | -60.4% | 836 | -50.5% | 0.08% | -55.1% |
| ET | New | ENERGY TRANSFER L P | $104,000 | – | 10,384 | +100.0% | 0.08% | – |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $102,000 | -61.4% | 1,409 | -55.4% | 0.08% | -56.2% |
| HON | New | HONEYWELL INTL INC | $100,000 | – | 576 | +100.0% | 0.08% | – |
| MPC | New | MARATHON PETE CORP | $100,000 | – | 1,215 | +100.0% | 0.08% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $98,000 | – | 534 | +100.0% | 0.08% | – |
| LOW | New | LOWES COS INC | $98,000 | – | 559 | +100.0% | 0.08% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $98,000 | – | 191 | +100.0% | 0.08% | – |
| RY | New | ROYAL BK CDA | $96,000 | – | 993 | +100.0% | 0.08% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $94,000 | – | 1,020 | +100.0% | 0.08% | – |
| PCEF | INVESCO EXCH TRADED FD TR II | $93,000 | -14.7% | 4,932 | 0.0% | 0.07% | -2.6% | |
| KO | New | COCA COLA CO | $93,000 | – | 1,486 | +100.0% | 0.07% | – |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $92,000 | -20.7% | 485 | -5.3% | 0.07% | -9.9% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $90,000 | – | 935 | +100.0% | 0.07% | – |
| ANET | New | ARISTA NETWORKS INC | $90,000 | – | 956 | +100.0% | 0.07% | – |
| COST | New | COSTCO WHSL CORP NEW | $89,000 | – | 186 | +100.0% | 0.07% | – |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $88,000 | +11.4% | 1,226 | +18.9% | 0.07% | +27.3% |
| IDLV | Sell | INVESCO EXCH TRADED FD TR IIs&p intl low | $86,000 | -18.9% | 3,108 | -8.9% | 0.07% | -6.8% |
| MMM | New | 3M CO | $84,000 | – | 650 | +100.0% | 0.07% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $84,000 | – | 1,096 | +100.0% | 0.07% | – |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $83,000 | -54.9% | 6,750 | -50.0% | 0.07% | -48.8% |
| ATVI | New | ACTIVISION BLIZZARD INC | $79,000 | – | 1,019 | +100.0% | 0.06% | – |
| HSY | New | HERSHEY CO | $77,000 | – | 359 | +100.0% | 0.06% | – |
| DMAR | New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $75,000 | – | 2,530 | +100.0% | 0.06% | – |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $74,000 | -53.2% | 1,755 | -50.0% | 0.06% | -46.4% |
| VMC | New | VULCAN MATLS CO | $73,000 | – | 517 | +100.0% | 0.06% | – |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $70,000 | -78.5% | 318 | -72.9% | 0.06% | -75.4% |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $70,000 | – | 1,100 | +100.0% | 0.06% | – |
| CRM | New | SALESFORCE INC | $70,000 | – | 424 | +100.0% | 0.06% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $70,000 | – | 1,785 | +100.0% | 0.06% | – |
| CAT | New | CATERPILLAR INC | $69,000 | – | 386 | +100.0% | 0.06% | – |
| NKE | New | NIKE INCcl b | $68,000 | – | 661 | +100.0% | 0.05% | – |
| LLY | New | LILLY ELI & CO | $67,000 | – | 208 | +100.0% | 0.05% | – |
| PFF | Sell | ISHARES TRpfd and incm sec | $66,000 | -70.3% | 2,000 | -67.1% | 0.05% | -65.8% |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $66,000 | – | 234 | +100.0% | 0.05% | – |
| ULTA | New | ULTA BEAUTY INC | $64,000 | – | 166 | +100.0% | 0.05% | – |
| ITA | Sell | ISHARES TRus aer def etf | $63,000 | -55.0% | 637 | -49.9% | 0.05% | -49.0% |
| FPX | New | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $63,000 | – | 768 | +100.0% | 0.05% | – |
| MMIT | Sell | INDEXIQ ACTIVE ETF TRiq mackay intrme | $62,000 | -51.6% | 2,535 | -50.0% | 0.05% | -44.9% |
| AMGN | New | AMGEN INC | $61,000 | – | 250 | +100.0% | 0.05% | – |
| GVIP | New | GOLDMAN SACHS ETF TRhedge ind etf | $61,000 | – | 870 | +100.0% | 0.05% | – |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $60,000 | -64.3% | 467 | -61.8% | 0.05% | -59.0% |
| OFED | New | OCONEE FED FINL CORP | $59,000 | – | 2,691 | +100.0% | 0.05% | – |
| GLD | New | SPDR GOLD TR | $59,000 | – | 349 | +100.0% | 0.05% | – |
| PYPL | New | PAYPAL HLDGS INC | $59,000 | – | 849 | +100.0% | 0.05% | – |
| EVF | New | EATON VANCE SR INCOME TRsh ben int | $59,000 | – | 10,817 | +100.0% | 0.05% | – |
| SPLB | Sell | SPDR SER TRportfolio ln cor | $58,000 | -77.3% | 2,400 | -74.0% | 0.05% | -74.3% |
| EMR | New | EMERSON ELEC CO | $56,000 | – | 700 | +100.0% | 0.04% | – |
| NVO | New | NOVO-NORDISK A Sadr | $57,000 | – | 512 | +100.0% | 0.04% | – |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $56,000 | -56.2% | 1,531 | -49.7% | 0.04% | -49.4% |
| CGNX | New | COGNEX CORP | $55,000 | – | 1,300 | +100.0% | 0.04% | – |
| HNDL | New | STRATEGY SHSns 7handl idx | $54,000 | – | 2,600 | +100.0% | 0.04% | – |
| EDV | New | VANGUARD WORLD FDextended dur | $53,000 | – | 525 | +100.0% | 0.04% | – |
| SYY | New | SYSCO CORP | $53,000 | – | 624 | +100.0% | 0.04% | – |
| GINN | New | GOLDMAN SACHS ETF TRinnovat eq etf | $53,000 | – | 1,248 | +100.0% | 0.04% | – |
| IWD | Sell | ISHARES TRrus 1000 val etf | $53,000 | -56.6% | 368 | -50.0% | 0.04% | -50.6% |
| GLTR | New | ABRDN PRECIOUS METALS BASKETphyscl precs met | $53,000 | – | 616 | +100.0% | 0.04% | – |
| SKYY | FIRST TR EXCHANGE TRADED FD | $52,000 | -26.8% | 787 | 0.0% | 0.04% | -18.0% | |
| FAAR | New | FIRST TR EXCHANGE TRAD FD VIalt abslt strg | $51,000 | – | 1,514 | +100.0% | 0.04% | – |
| DVY | Sell | ISHARES TRselect divid etf | $51,000 | -53.6% | 431 | -50.0% | 0.04% | -46.8% |
| KTF | New | DWS MUN INCOME TR | $52,000 | – | 5,500 | +100.0% | 0.04% | – |
| OIH | New | VANECK ETF TRUSToil services etf | $51,000 | – | 221 | +100.0% | 0.04% | – |
| ADI | New | ANALOG DEVICES INC | $51,000 | – | 348 | +100.0% | 0.04% | – |
| IWM | Sell | ISHARES TRrussell 2000 etf | $50,000 | -58.3% | 294 | -50.0% | 0.04% | -52.4% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $49,000 | -2.0% | 1,022 | +2.8% | 0.04% | +11.4% |
| LNG | New | CHENIERE ENERGY INC | $48,000 | – | 360 | +100.0% | 0.04% | – |
| CHPT | New | CHARGEPOINT HOLDINGS INC | $48,000 | – | 3,511 | +100.0% | 0.04% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $48,000 | – | 766 | +100.0% | 0.04% | – |
| OKE | New | ONEOK INC NEW | $46,000 | – | 835 | +100.0% | 0.04% | – |
| JPI | New | NUVEEN PFD & INCOME TERM FD | $47,000 | – | 2,466 | +100.0% | 0.04% | – |
| NSC | New | NORFOLK SOUTHN CORP | $46,000 | – | 202 | +100.0% | 0.04% | – |
| MHD | New | BLACKROCK MUNIHOLDINGS FD IN | $45,000 | – | 3,554 | +100.0% | 0.04% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $45,000 | – | 176 | +100.0% | 0.04% | – |
| GIS | New | GENERAL MLS INC | $44,000 | – | 584 | +100.0% | 0.04% | – |
| SNOW | New | SNOWFLAKE INCcl a | $44,000 | – | 313 | +100.0% | 0.04% | – |
| QCOM | New | QUALCOMM INC | $44,000 | – | 342 | +100.0% | 0.04% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $44,000 | – | 1,500 | +100.0% | 0.04% | – |
| DOW | New | DOW INC | $44,000 | – | 848 | +100.0% | 0.04% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $44,000 | – | 461 | +100.0% | 0.04% | – |
| DOCU | New | DOCUSIGN INC | $44,000 | – | 761 | +100.0% | 0.04% | – |
| EVN | New | EATON VANCE MUNI INCOME TRUSsh ben int | $43,000 | – | 3,930 | +100.0% | 0.03% | – |
| GILD | New | GILEAD SCIENCES INC | $42,000 | – | 685 | +100.0% | 0.03% | – |
| JQC | New | NUVEEN CR STRATEGIES INCOME | $42,000 | – | 8,000 | +100.0% | 0.03% | – |
| PAYX | New | PAYCHEX INC | $42,000 | – | 370 | +100.0% | 0.03% | – |
| ED | New | CONSOLIDATED EDISON INC | $41,000 | – | 434 | +100.0% | 0.03% | – |
| FDX | New | FEDEX CORP | $41,000 | – | 182 | +100.0% | 0.03% | – |
| CSX | New | CSX CORP | $41,000 | – | 1,397 | +100.0% | 0.03% | – |
| CTVA | New | CORTEVA INC | $40,000 | – | 733 | +100.0% | 0.03% | – |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $40,000 | -54.5% | 365 | -50.0% | 0.03% | -48.4% |
| ALL | New | ALLSTATE CORP | $40,000 | – | 317 | +100.0% | 0.03% | – |
| BCSF | New | BAIN CAP SPECIALTY FIN INC | $39,000 | – | 2,886 | +100.0% | 0.03% | – |
| New | WARNER BROS DISCOVERY INC | $39,000 | – | 2,935 | +100.0% | 0.03% | – | |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $38,000 | -57.8% | 438 | -49.9% | 0.03% | -52.4% |
| DG | New | DOLLAR GEN CORP NEW | $38,000 | – | 154 | +100.0% | 0.03% | – |
| AIG | New | AMERICAN INTL GROUP INC | $36,000 | – | 694 | +100.0% | 0.03% | – |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $36,000 | – | 775 | +100.0% | 0.03% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $37,000 | – | 1,538 | +100.0% | 0.03% | – |
| DVN | New | DEVON ENERGY CORP NEW | $37,000 | – | 678 | +100.0% | 0.03% | – |
| TTD | New | THE TRADE DESK INC | $36,000 | – | 860 | +100.0% | 0.03% | – |
| IIVI | New | II-VI INC | $36,000 | – | 715 | +100.0% | 0.03% | – |
| PGR | New | PROGRESSIVE CORP | $35,000 | – | 299 | +100.0% | 0.03% | – |
| CI | New | CIGNA CORP NEW | $35,000 | – | 132 | +100.0% | 0.03% | – |
| PPL | New | PPL CORP | $34,000 | – | 1,250 | +100.0% | 0.03% | – |
| PFN | New | PIMCO INCOME STRATEGY FD II | $34,000 | – | 4,350 | +100.0% | 0.03% | – |
| WRLD | New | WORLD ACCEP CORPORATION | $34,000 | – | 300 | +100.0% | 0.03% | – |
| CINF | New | CINCINNATI FINL CORP | $33,000 | – | 280 | +100.0% | 0.03% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $33,000 | – | 608 | +100.0% | 0.03% | – |
| DIG | New | PROSHARES TR | $33,000 | – | 1,100 | +100.0% | 0.03% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $33,000 | – | 429 | +100.0% | 0.03% | – |
| MGM | New | MGM RESORTS INTERNATIONAL | $33,000 | – | 1,155 | +100.0% | 0.03% | – |
| ESGU | New | ISHARES TResg awr msci usa | $33,000 | – | 394 | +100.0% | 0.03% | – |
| AMPY | New | AMPLIFY ENERGY CORP NEW | $33,000 | – | 5,026 | +100.0% | 0.03% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $32,000 | – | 77 | +100.0% | 0.02% | – |
| WDIV | New | SPDR INDEX SHS FDSs&p glbdiv etf | $32,000 | – | 519 | +100.0% | 0.02% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $32,000 | – | 133 | +100.0% | 0.02% | – |
| FTGC | New | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $31,000 | – | 1,155 | +100.0% | 0.02% | – |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $31,000 | – | 1,700 | +100.0% | 0.02% | – |
| GD | New | GENERAL DYNAMICS CORP | $32,000 | – | 143 | +100.0% | 0.02% | – |
| FFA | New | FIRST TR ENHANCED EQUITY INC | $31,000 | – | 1,890 | +100.0% | 0.02% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $32,000 | – | 300 | +100.0% | 0.02% | – |
| AGG | Sell | ISHARES TRcore us aggbd et | $32,000 | -30.4% | 316 | -26.2% | 0.02% | -21.9% |
| ETR | New | ENTERGY CORP NEW | $32,000 | – | 285 | +100.0% | 0.02% | – |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $32,000 | – | 1,387 | +100.0% | 0.02% | – |
| HYT | New | BLACKROCK CORPOR HI YLD FD I | $32,000 | – | 3,387 | +100.0% | 0.02% | – |
| NFE | New | NEW FORTRESS ENERGY INC | $32,000 | – | 797 | +100.0% | 0.02% | – |
| NAC | New | NUVEEN CA QUALTY MUN INCOME | $30,000 | – | 2,440 | +100.0% | 0.02% | – |
| TSCO | New | TRACTOR SUPPLY CO | $30,000 | – | 154 | +100.0% | 0.02% | – |
| IEP | New | ICAHN ENTERPRISES LPdepositary unit | $29,000 | – | 600 | +100.0% | 0.02% | – |
| MU | New | MICRON TECHNOLOGY INC | $29,000 | – | 524 | +100.0% | 0.02% | – |
| CWB | Sell | SPDR SER TRbbg conv sec etf | $27,000 | -59.1% | 425 | -50.0% | 0.02% | -52.2% |
| ABEV | Sell | AMBEV SAsponsored adr | $27,000 | -61.4% | 10,875 | -50.0% | 0.02% | -55.1% |
| ARCC | New | ARES CAPITAL CORP | $27,000 | – | 1,500 | +100.0% | 0.02% | – |
| FIVG | New | ETF SER SOLUTIONSdefiance next | $28,000 | – | 880 | +100.0% | 0.02% | – |
| FITB | New | FIFTH THIRD BANCORP | $27,000 | – | 804 | +100.0% | 0.02% | – |
| GNTX | New | GENTEX CORP | $28,000 | – | 1,000 | +100.0% | 0.02% | – |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $27,000 | -61.4% | 455 | -49.9% | 0.02% | -55.1% |
| KMB | New | KIMBERLY-CLARK CORP | $28,000 | – | 205 | +100.0% | 0.02% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $27,000 | – | 200 | +100.0% | 0.02% | – |
| SSB | New | SOUTHSTATE CORPORATION | $28,000 | – | 368 | +100.0% | 0.02% | – |
| VMO | New | INVESCO MUN OPPORTUNITY TR | $26,000 | – | 2,541 | +100.0% | 0.02% | – |
| PRU | New | PRUDENTIAL FINL INC | $26,000 | – | 269 | +100.0% | 0.02% | – |
| ARKK | New | ARK ETF TRinnovation etf | $26,000 | – | 660 | +100.0% | 0.02% | – |
| F | New | FORD MTR CO DEL | $25,000 | – | 2,221 | +100.0% | 0.02% | – |
| BLK | New | BLACKROCK INC | $25,000 | – | 41 | +100.0% | 0.02% | – |
| BGX | New | BLACKSTONE LONG SHORT CR INC | $25,000 | – | 2,189 | +100.0% | 0.02% | – |
| DEF | New | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $25,000 | – | 400 | +100.0% | 0.02% | – |
| BGB | New | BLACKSTONE STRATEGIC CREDIT | $25,000 | – | 2,200 | +100.0% | 0.02% | – |
| OSTK | New | OVERSTOCK COM INC DEL | $25,000 | – | 1,000 | +100.0% | 0.02% | – |
| IGIB | Sell | ISHARES TR | $25,000 | -53.7% | 486 | -50.0% | 0.02% | -47.4% |
| New | BENSON HILL INC | $25,000 | – | 9,000 | +100.0% | 0.02% | – | |
| TQQQ | New | PROSHARES TRultrapro qqq | $25,000 | – | 1,060 | +100.0% | 0.02% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $25,000 | – | 85 | +100.0% | 0.02% | – |
| O | New | REALTY INCOME CORP | $25,000 | – | 372 | +100.0% | 0.02% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $24,000 | – | 103 | +100.0% | 0.02% | – |
| LNT | New | ALLIANT ENERGY CORP | $24,000 | – | 403 | +100.0% | 0.02% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $24,000 | – | 219 | +100.0% | 0.02% | – |
| ASML | New | ASML HOLDING N V | $24,000 | – | 50 | +100.0% | 0.02% | – |
| IRM | New | IRON MTN INC NEW | $24,000 | – | 500 | +100.0% | 0.02% | – |
| GMED | New | GLOBUS MED INCcl a | $24,000 | – | 425 | +100.0% | 0.02% | – |
| SNAP | New | SNAP INCcl a | $24,000 | – | 1,800 | +100.0% | 0.02% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $24,000 | – | 144 | +100.0% | 0.02% | – |
| BAX | New | BAXTER INTL INC | $23,000 | – | 351 | +100.0% | 0.02% | – |
| MRO | New | MARATHON OIL CORP | $22,000 | – | 1,000 | +100.0% | 0.02% | – |
| YYY | New | AMPLIFY ETF TR | $22,000 | – | 1,729 | +100.0% | 0.02% | – |
| NFLX | New | NETFLIX INC | $23,000 | – | 134 | +100.0% | 0.02% | – |
| UI | New | UBIQUITI INC | $22,000 | – | 89 | +100.0% | 0.02% | – |
| FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $23,000 | – | 173 | +100.0% | 0.02% | – |
| LAKE | New | LAKELAND INDS INC | $23,000 | – | 1,500 | +100.0% | 0.02% | – |
| BA | New | BOEING CO | $22,000 | – | 158 | +100.0% | 0.02% | – |
| FEP | New | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $23,000 | – | 742 | +100.0% | 0.02% | – |
| CSML | New | INDEXIQ ETF TRiq chaikin us | $22,000 | – | 739 | +100.0% | 0.02% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $23,000 | – | 744 | +100.0% | 0.02% | – |
| RGR | New | STURM RUGER & CO INC | $23,000 | – | 366 | +100.0% | 0.02% | – |
| IAU | New | ISHARES GOLD TRishares new | $23,000 | – | 659 | +100.0% | 0.02% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $22,000 | – | 297 | +100.0% | 0.02% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $21,000 | – | 316 | +100.0% | 0.02% | – |
| TWLO | New | TWILIO INCcl a | $21,000 | – | 256 | +100.0% | 0.02% | – |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $21,000 | -90.2% | 64 | -87.6% | 0.02% | -88.7% |
| ORLY | New | OREILLY AUTOMOTIVE INC | $21,000 | – | 34 | +100.0% | 0.02% | – |
| BDX | New | BECTON DICKINSON & CO | $20,000 | – | 80 | +100.0% | 0.02% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $20,000 | – | 175 | +100.0% | 0.02% | – |
| SGEN | New | SEAGEN INC | $20,000 | – | 115 | +100.0% | 0.02% | – |
| KBE | Sell | SPDR SER TRs&p bk etf | $20,000 | -56.5% | 448 | -49.7% | 0.02% | -50.0% |
| ETN | New | EATON CORP PLC | $20,000 | – | 158 | +100.0% | 0.02% | – |
| SPYX | New | SPDR SER TRspdr s&p 500 etf | $20,000 | – | 215 | +100.0% | 0.02% | – |
| FTC | New | FIRST TRUST LRGCP GWT ALPHAD | $20,000 | – | 232 | +100.0% | 0.02% | – |
| ARKQ | New | ARK ETF TRautnmus technlgy | $20,000 | – | 407 | +100.0% | 0.02% | – |
| CRBN | Sell | ISHARES TRmsci lw crb tg | $20,000 | -58.3% | 144 | -50.0% | 0.02% | -52.9% |
| MGC | New | VANGUARD WORLD FDmega cap index | $20,000 | – | 152 | +100.0% | 0.02% | – |
| EFA | Sell | ISHARES TRmsci eafe etf | $20,000 | -56.5% | 316 | -50.0% | 0.02% | -50.0% |
| SNPS | New | SYNOPSYS INC | $20,000 | – | 66 | +100.0% | 0.02% | – |
| New | DIREXION SHS ETF TRdl ftse bull 3x | $20,000 | – | 200 | +100.0% | 0.02% | – | |
| MKC | New | MCCORMICK & CO INC | $20,000 | – | 238 | +100.0% | 0.02% | – |
| TWTR | New | TWITTER INC | $19,000 | – | 500 | +100.0% | 0.02% | – |
| PCY | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $19,000 | -17.4% | 1,024 | 0.0% | 0.02% | -6.2% | |
| PLL | New | PIEDMONT LITHIUM INC | $19,000 | – | 519 | +100.0% | 0.02% | – |
| CVS | New | CVS HEALTH CORP | $19,000 | – | 200 | +100.0% | 0.02% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $19,000 | – | 217 | +100.0% | 0.02% | – |
| FXZ | New | FIRST TR EXCHANGE TRADED FDmaterials alph | $17,000 | – | 300 | +100.0% | 0.01% | – |
| NGG | New | NATIONAL GRID PLCsponsored adr ne | $18,000 | – | 280 | +100.0% | 0.01% | – |
| FTLS | Sell | FIRST TR EXCH TRADED FD IIIlng/sht equity | $17,000 | -52.8% | 348 | -50.0% | 0.01% | -44.0% |
| FMF | New | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $17,000 | – | 324 | +100.0% | 0.01% | – |
| FTA | New | FIRST TR LRG CP VL ALPHADEX | $18,000 | – | 296 | +100.0% | 0.01% | – |
| PEY | Sell | INVESCO EXCHANGE TRADED FD Thig yld eq div | $18,000 | -14.3% | 894 | -5.0% | 0.01% | -6.7% |
| URI | New | UNITED RENTALS INC | $17,000 | – | 68 | +100.0% | 0.01% | – |
| CVY | New | INVESCO EXCHANGE TRADED FD Tzacks mult ast | $18,000 | – | 900 | +100.0% | 0.01% | – |
| ETSY | New | ETSY INC | $17,000 | – | 236 | +100.0% | 0.01% | – |
| TMUS | New | T-MOBILE US INC | $18,000 | – | 135 | +100.0% | 0.01% | – |
| EIX | New | EDISON INTL | $17,000 | – | 275 | +100.0% | 0.01% | – |
| EBAY | New | EBAY INC. | $17,000 | – | 400 | +100.0% | 0.01% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $18,000 | – | 288 | +100.0% | 0.01% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $17,000 | – | 28 | +100.0% | 0.01% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $17,000 | – | 37 | +100.0% | 0.01% | – |
| DLTR | New | DOLLAR TREE INC | $18,000 | – | 118 | +100.0% | 0.01% | – |
| TDV | New | PROSHARES TRs&p tech dividen | $16,000 | – | 305 | +100.0% | 0.01% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $16,000 | – | 1,200 | +100.0% | 0.01% | – |
| OGS | New | ONE GAS INC | $16,000 | – | 200 | +100.0% | 0.01% | – |
| QMAR | New | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $16,000 | – | 856 | +100.0% | 0.01% | – |
| ZS | New | ZSCALER INC | $16,000 | – | 104 | +100.0% | 0.01% | – |
| EVV | New | EATON VANCE LTD DURATION INC | $16,000 | – | 1,550 | +100.0% | 0.01% | – |
| DE | New | DEERE & CO | $16,000 | – | 52 | +100.0% | 0.01% | – |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $16,000 | -55.6% | 170 | -49.7% | 0.01% | -48.0% |
| IDXX | New | IDEXX LABS INC | $16,000 | – | 47 | +100.0% | 0.01% | – |
| CB | New | CHUBB LIMITED | $16,000 | – | 82 | +100.0% | 0.01% | – |
| JD | New | JD.COM INCspon adr cl a | $16,000 | – | 250 | +100.0% | 0.01% | – |
| New | NU HLDGS LTD | $16,000 | – | 4,258 | +100.0% | 0.01% | – | |
| DFE | New | WISDOMTREE TReurope smcp dv | $15,000 | – | 276 | +100.0% | 0.01% | – |
| TRV | New | TRAVELERS COMPANIES INC | $15,000 | – | 91 | +100.0% | 0.01% | – |
| TRN | New | TRINITY INDS INC | $15,000 | – | 600 | +100.0% | 0.01% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $15,000 | – | 71 | +100.0% | 0.01% | – |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $15,000 | -62.5% | 106 | -50.0% | 0.01% | -57.1% |
| New | DRAFTKINGS INC NEW | $15,000 | – | 1,275 | +100.0% | 0.01% | – | |
| NRG | New | NRG ENERGY INC | $15,000 | – | 397 | +100.0% | 0.01% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $15,000 | – | 52 | +100.0% | 0.01% | – |
| ETRN | New | EQUITRANS MIDSTREAM CORP | $15,000 | – | 2,435 | +100.0% | 0.01% | – |
| TEN | New | TENNECO INC | $14,000 | – | 800 | +100.0% | 0.01% | – |
| GLW | New | CORNING INC | $14,000 | – | 442 | +100.0% | 0.01% | – |
| DHI | New | D R HORTON INC | $14,000 | – | 213 | +100.0% | 0.01% | – |
| PSA | New | PUBLIC STORAGE | $14,000 | – | 45 | +100.0% | 0.01% | – |
| HOLX | New | HOLOGIC INC | $14,000 | – | 208 | +100.0% | 0.01% | – |
| FDT | New | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $14,000 | – | 292 | +100.0% | 0.01% | – |
| MRNA | New | MODERNA INC | $14,000 | – | 100 | +100.0% | 0.01% | – |
| SBUX | New | STARBUCKS CORP | $14,000 | – | 187 | +100.0% | 0.01% | – |
| ILDR | Sell | FIRST TR EXCHNG TRADED FD VIinnovation lead | $14,000 | -63.2% | 1,002 | -50.0% | 0.01% | -59.3% |
| SOFI | New | SOFI TECHNOLOGIES INC | $14,000 | – | 2,612 | +100.0% | 0.01% | – |
| FBC | New | FLAGSTAR BANCORP INC | $14,000 | – | 408 | +100.0% | 0.01% | – |
| SHOP | New | SHOPIFY INCcl a | $14,000 | – | 460 | +100.0% | 0.01% | – |
| SWAV | New | SHOCKWAVE MED INC | $14,000 | – | 72 | +100.0% | 0.01% | – |
| VXF | VANGUARD INDEX FDSextend mkt etf | $14,000 | -22.2% | 107 | 0.0% | 0.01% | -15.4% | |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $14,000 | -58.8% | 81 | -50.0% | 0.01% | -54.2% |
| PML | New | PIMCO MUN INCOME FD II | $14,000 | – | 1,344 | +100.0% | 0.01% | – |
| ECC | New | EAGLE POINT CREDIT COMPANY I | $14,000 | – | 1,200 | +100.0% | 0.01% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $14,000 | – | 39 | +100.0% | 0.01% | – |
| IXUS | New | ISHARES TRcore msci total | $14,000 | – | 249 | +100.0% | 0.01% | – |
| AMC | New | AMC ENTMT HLDGS INC | $14,000 | – | 1,054 | +100.0% | 0.01% | – |
| BKN | New | BLACKROCK INVT QUALITY MUN T | $14,000 | – | 1,050 | +100.0% | 0.01% | – |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $12,000 | – | 170 | +100.0% | 0.01% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $12,000 | – | 60 | +100.0% | 0.01% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $13,000 | – | 156 | +100.0% | 0.01% | – |
| FXG | Sell | FIRST TR EXCHANGE TRADED FDconsumr staple | $12,000 | -53.8% | 200 | -50.0% | 0.01% | -44.4% |
| SU | New | SUNCOR ENERGY INC NEW | $13,000 | – | 358 | +100.0% | 0.01% | – |
| APD | New | AIR PRODS & CHEMS INC | $12,000 | – | 51 | +100.0% | 0.01% | – |
| QQQX | New | NUVEEN NASDAQ 100 DYNAMIC OV | $13,000 | – | 600 | +100.0% | 0.01% | – |
| SCHW | New | SCHWAB CHARLES CORP | $13,000 | – | 200 | +100.0% | 0.01% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $12,000 | – | 65 | +100.0% | 0.01% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $12,000 | – | 40 | +100.0% | 0.01% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $13,000 | – | 378 | +100.0% | 0.01% | – |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $13,000 | – | 294 | +100.0% | 0.01% | – |
| LIN | New | LINDE PLC | $12,000 | – | 40 | +100.0% | 0.01% | – |
| DBEF | New | DBX ETF TRxtrack msci eafe | $12,000 | – | 355 | +100.0% | 0.01% | – |
| PZC | New | PIMCO CALIF MUN INCOME FD II | $13,000 | – | 1,550 | +100.0% | 0.01% | – |
| PDO | New | PIMCO DYNAMIC INCOME OPRNTS | $13,000 | – | 950 | +100.0% | 0.01% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $13,000 | – | 62 | +100.0% | 0.01% | – |
| APPN | New | APPIAN CORPcl a | $12,000 | – | 260 | +100.0% | 0.01% | – |
| PANW | New | PALO ALTO NETWORKS INC | $11,000 | – | 23 | +100.0% | 0.01% | – |
| KBWR | Sell | INVESCO EXCH TRADED FD TR IIkbw regl bkg | $11,000 | -75.0% | 199 | -71.9% | 0.01% | -71.0% |
| AJRD | New | AEROJET ROCKETDYNE HLDGS INC | $11,000 | – | 260 | +100.0% | 0.01% | – |
| FEX | New | FIRST TR LRGE CP CORE ALPHA | $11,000 | – | 150 | +100.0% | 0.01% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $11,000 | – | 21 | +100.0% | 0.01% | – |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $11,000 | – | 53 | +100.0% | 0.01% | – |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $11,000 | – | 150 | +100.0% | 0.01% | – |
| AMED | New | AMEDISYS INC | $11,000 | – | 106 | +100.0% | 0.01% | – |
| OPP | New | RIVERNORTH DOUBLELINE STRATE | $11,000 | – | 1,030 | +100.0% | 0.01% | – |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $11,000 | – | 1,865 | +100.0% | 0.01% | – |
| RIV | New | RIVERNORTH OPPORTUNITIES FD | $11,000 | – | 769 | +100.0% | 0.01% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $11,000 | – | 22 | +100.0% | 0.01% | – |
| ASHR | New | DBX ETF TRxtrack hrvst csi | $11,000 | – | 312 | +100.0% | 0.01% | – |
| XHB | Sell | SPDR SER TRs&p homebuild | $11,000 | -57.7% | 210 | -49.8% | 0.01% | -50.0% |
| New | PROSHARES TRbitcoin strate | $11,000 | – | 955 | +100.0% | 0.01% | – | |
| FTLB | Buy | FIRST TR EXCHANGE-TRADED FDnasdaq buywrite | $11,000 | -8.3% | 554 | +0.9% | 0.01% | +12.5% |
| FXI | New | ISHARES TRchina lg-cap etf | $10,000 | – | 300 | +100.0% | 0.01% | – |
| KWEB | New | KRANESHARES TRcsi chi internet | $10,000 | – | 312 | +100.0% | 0.01% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $10,000 | – | 205 | +100.0% | 0.01% | – |
| D | New | DOMINION ENERGY INC | $10,000 | – | 120 | +100.0% | 0.01% | – |
| New | VANECK ETF TRUSTbitcoin strategy | $10,000 | – | 526 | +100.0% | 0.01% | – | |
| ABNB | New | AIRBNB INC | $10,000 | – | 112 | +100.0% | 0.01% | – |
| GUNR | New | FLEXSHARES TRmornstar upstr | $10,000 | – | 256 | +100.0% | 0.01% | – |
| BRPMU | New | B RILEY PRINCIPAL 150 MERGERunit 99/99/9999 | $10,000 | – | 1,000 | +100.0% | 0.01% | – |
| DEED | Sell | FIRST TR EXCHNG TRADED FD VItcw securitized | $10,000 | -54.5% | 440 | -50.0% | 0.01% | -46.7% |
| CBSH | New | COMMERCE BANCSHARES INC | $10,000 | – | 150 | +100.0% | 0.01% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $10,000 | – | 100 | +100.0% | 0.01% | – |
| VVR | New | INVESCO SR INCOME TR | $10,000 | – | 2,598 | +100.0% | 0.01% | – |
| AFL | New | AFLAC INC | $10,000 | – | 180 | +100.0% | 0.01% | – |
| HMOP | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $10,000 | 0.0% | 260 | 0.0% | 0.01% | +14.3% | |
| ACA | New | ARCOSA INC | $9,000 | – | 200 | +100.0% | 0.01% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $9,000 | – | 126 | +100.0% | 0.01% | – |
| IMGN | New | IMMUNOGEN INC | $9,000 | – | 2,100 | +100.0% | 0.01% | – |
| GRES | New | INDEXIQ ETF TRiq glb res etf | $9,000 | – | 300 | +100.0% | 0.01% | – |
| IBB | Sell | ISHARES TRishares biotech | $9,000 | -90.0% | 77 | -89.0% | 0.01% | -88.9% |
| IYE | Sell | ISHARES TRu.s. energy etf | $9,000 | -55.0% | 233 | -50.0% | 0.01% | -50.0% |
| ESGE | New | ISHARES INCesg awr msci em | $9,000 | – | 293 | +100.0% | 0.01% | – |
| SVAL | New | ISHARES TRus sml cp value | $9,000 | – | 328 | +100.0% | 0.01% | – |
| DLR | New | DIGITAL RLTY TR INC | $9,000 | – | 67 | +100.0% | 0.01% | – |
| DAL | New | DELTA AIR LINES INC DEL | $9,000 | – | 294 | +100.0% | 0.01% | – |
| OXY | New | OCCIDENTAL PETE CORP | $9,000 | – | 147 | +100.0% | 0.01% | – |
| PSX | New | PHILLIPS 66 | $9,000 | – | 105 | +100.0% | 0.01% | – |
| CIM | New | CHIMERA INVT CORP | $9,000 | – | 1,000 | +100.0% | 0.01% | – |
| PHT | New | PIONEER HIGH INCOME FUND INC | $9,000 | – | 1,224 | +100.0% | 0.01% | – |
| CPE | New | CALLON PETE CO DEL | $9,000 | – | 240 | +100.0% | 0.01% | – |
| SDY | Sell | SPDR SER TRs&p divid etf | $9,000 | -55.0% | 76 | -52.5% | 0.01% | -50.0% |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $9,000 | – | 73 | +100.0% | 0.01% | – |
| APAM | New | ARTISAN PARTNERS ASSET MGMTcl a | $9,000 | – | 250 | +100.0% | 0.01% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $9,000 | – | 176 | +100.0% | 0.01% | – |
| IGT | New | INTERNATIONAL GAME TECHNOLOG | $9,000 | – | 500 | +100.0% | 0.01% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $9,000 | – | 150 | +100.0% | 0.01% | – |
| FTNT | New | FORTINET INC | $9,000 | – | 160 | +100.0% | 0.01% | – |
| ARKF | New | ARK ETF TRfintech innova | $7,000 | – | 465 | +100.0% | 0.01% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $7,000 | – | 153 | +100.0% | 0.01% | – |
| SYK | New | STRYKER CORPORATION | $8,000 | – | 42 | +100.0% | 0.01% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $7,000 | – | 49 | +100.0% | 0.01% | – |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $8,000 | -55.6% | 199 | -50.0% | 0.01% | -53.8% |
| EXC | New | EXELON CORP | $8,000 | – | 166 | +100.0% | 0.01% | – |
| VCV | New | INVESCO CALIF VALUE MUN INCO | $8,000 | – | 800 | +100.0% | 0.01% | – |
| BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $7,000 | – | 155 | +100.0% | 0.01% | – |
| SQ | New | BLOCK INCcl a | $8,000 | – | 126 | +100.0% | 0.01% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $8,000 | – | 101 | +100.0% | 0.01% | – |
| XPO | New | XPO LOGISTICS INC | $7,000 | – | 136 | +100.0% | 0.01% | – |
| C | New | CITIGROUP INC | $8,000 | – | 166 | +100.0% | 0.01% | – |
| FLRN | New | SPDR SER TRbloomberg invt | $8,000 | – | 275 | +100.0% | 0.01% | – |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $7,000 | – | 79 | +100.0% | 0.01% | – |
| FNX | New | FIRST TR MID CAP CORE ALPHAD | $7,000 | – | 78 | +100.0% | 0.01% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $7,000 | – | 54 | +100.0% | 0.01% | – |
| KMI | New | KINDER MORGAN INC DEL | $8,000 | – | 495 | +100.0% | 0.01% | – |
| COP | New | CONOCOPHILLIPS | $8,000 | – | 94 | +100.0% | 0.01% | – |
| VTRS | New | VIATRIS INC | $7,000 | – | 713 | +100.0% | 0.01% | – |
| GRMN | New | GARMIN LTD | $8,000 | – | 85 | +100.0% | 0.01% | – |
| BDJ | New | BLACKROCK ENHANCED EQUITY DI | $7,000 | – | 825 | +100.0% | 0.01% | – |
| TROW | New | PRICE T ROWE GROUP INC | $8,000 | – | 68 | +100.0% | 0.01% | – |
| LULU | New | LULULEMON ATHLETICA INC | $7,000 | – | 27 | +100.0% | 0.01% | – |
| FXU | Sell | FIRST TR EXCHANGE TRADED FDutilities alph | $7,000 | -50.0% | 220 | -50.0% | 0.01% | -40.0% |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $8,000 | – | 837 | +100.0% | 0.01% | – |
| BGY | New | BLACKROCK ENHANCED INTL DIV | $8,000 | – | 1,569 | +100.0% | 0.01% | – |
| BIIB | New | BIOGEN INC | $7,000 | – | 32 | +100.0% | 0.01% | – |
| AMAT | New | APPLIED MATLS INC | $7,000 | – | 74 | +100.0% | 0.01% | – |
| BCAT | New | BLACKROCK CAP ALLOCATION TR | $7,000 | – | 480 | +100.0% | 0.01% | – |
| NRZ | New | NEW RESIDENTIAL INVT CORP | $7,000 | – | 788 | +100.0% | 0.01% | – |
| BRSP | New | BRIGHTSPIRE CAPITAL INC | $8,000 | – | 1,000 | +100.0% | 0.01% | – |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $6,000 | – | 75 | +100.0% | 0.01% | – |
| IFRA | New | ISHARES TRus infrastruc | $6,000 | – | 175 | +100.0% | 0.01% | – |
| VSTO | New | VISTA OUTDOOR INC | $6,000 | – | 200 | +100.0% | 0.01% | – |
| CLOV | New | CLOVER HEALTH INVESTMENTS CO | $6,000 | – | 3,000 | +100.0% | 0.01% | – |
| VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $6,000 | – | 76 | +100.0% | 0.01% | – |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $6,000 | – | 53 | +100.0% | 0.01% | – |
| NZF | New | NUVEEN MUNICIPAL CREDIT INC | $6,000 | – | 495 | +100.0% | 0.01% | – |
| SOXX | Sell | ISHARES TRishares semicdtr | $6,000 | -57.1% | 18 | -35.7% | 0.01% | -50.0% |
| ETW | New | EATON VANCE TAX-MANAGED GLOB | $6,000 | – | 666 | +100.0% | 0.01% | – |
| ROKU | New | ROKU INC | $6,000 | – | 67 | +100.0% | 0.01% | – |
| PATH | New | UIPATH INCcl a | $6,000 | – | 353 | +100.0% | 0.01% | – |
| DD | New | DUPONT DE NEMOURS INC | $6,000 | – | 109 | +100.0% | 0.01% | – |
| HFXI | New | INDEXIQ ETF TRhdgd ftse intl | $6,000 | – | 275 | +100.0% | 0.01% | – |
| FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $6,000 | -14.3% | 128 | +0.8% | 0.01% | 0.0% |
| PHM | New | PULTE GROUP INC | $6,000 | – | 140 | +100.0% | 0.01% | – |
| FXD | Sell | FIRST TR EXCHANGE TRADED FDconsumr discre | $5,000 | -58.3% | 110 | -50.0% | 0.00% | -50.0% |
| BILL | New | BILL COM HLDGS INC | $5,000 | – | 47 | +100.0% | 0.00% | – |
| FXF | New | INVESCO CURRENCYSHARES SWISSswiss franc | $5,000 | – | 58 | +100.0% | 0.00% | – |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $5,000 | -50.0% | 67 | -50.0% | 0.00% | -42.9% |
| TTE | New | TOTALENERGIES SEsponsored ads | $5,000 | – | 100 | +100.0% | 0.00% | – |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $5,000 | -64.3% | 108 | -50.0% | 0.00% | -60.0% |
| SPG | New | SIMON PPTY GROUP INC NEW | $5,000 | – | 51 | +100.0% | 0.00% | – |
| SKLZ | New | SKILLZ INC | $5,000 | – | 4,072 | +100.0% | 0.00% | – |
| FEM | New | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $5,000 | – | 229 | +100.0% | 0.00% | – |
| EMD | New | WESTERN ASSET EMERGING MKTS | $5,000 | – | 550 | +100.0% | 0.00% | – |
| CAG | New | CONAGRA BRANDS INC | $5,000 | – | 150 | +100.0% | 0.00% | – |
| CNI | New | CANADIAN NATL RY CO | $5,000 | – | 48 | +100.0% | 0.00% | – |
| LEG | New | LEGGETT & PLATT INC | $5,000 | – | 140 | +100.0% | 0.00% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $5,000 | – | 20 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC | $5,000 | – | 511 | +100.0% | 0.00% | – | |
| DSL | New | DOUBLELINE INCOME SOLUTIONS | $5,000 | – | 393 | +100.0% | 0.00% | – |
| ORCC | New | OWL ROCK CAPITAL CORPORATION | $5,000 | – | 375 | +100.0% | 0.00% | – |
| MDT | New | MEDTRONIC PLC | $5,000 | – | 60 | +100.0% | 0.00% | – |
| MELI | New | MERCADOLIBRE INC | $5,000 | – | 8 | +100.0% | 0.00% | – |
| BSTZ | New | BLACKROCK SCIENCE & TECHNOLO | $5,000 | – | 250 | +100.0% | 0.00% | – |
| UPST | New | UPSTART HLDGS INC | $5,000 | – | 160 | +100.0% | 0.00% | – |
| UL | New | UNILEVER PLCspon adr new | $5,000 | – | 100 | +100.0% | 0.00% | – |
| USB | New | US BANCORP DEL | $5,000 | – | 117 | +100.0% | 0.00% | – |
| BLDP | New | BALLARD PWR SYS INC NEW | $4,000 | – | 673 | +100.0% | 0.00% | – |
| HAL | New | HALLIBURTON CO | $4,000 | – | 140 | +100.0% | 0.00% | – |
| EDI | New | VIRTUS STONE HBR EMG MKTS TO | $4,000 | – | 865 | +100.0% | 0.00% | – |
| CLM | New | CORNERSTONE STRATEGIC VALUE | $4,000 | – | 500 | +100.0% | 0.00% | – |
| RF | New | REGIONS FINANCIAL CORP NEW | $4,000 | – | 200 | +100.0% | 0.00% | – |
| XOP | New | SPDR SER TRs&p oilgas exp | $4,000 | – | 36 | +100.0% | 0.00% | – |
| IP | New | INTERNATIONAL PAPER CO | $4,000 | – | 100 | +100.0% | 0.00% | – |
| BKSC | New | BANK SOUTH CAROLINA CORP | $4,000 | – | 220 | +100.0% | 0.00% | – |
| FHN | New | FIRST HORIZON CORPORATION | $4,000 | – | 197 | +100.0% | 0.00% | – |
| LRN | New | STRIDE INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| CBRL | New | CRACKER BARREL OLD CTRY STOR | $4,000 | – | 42 | +100.0% | 0.00% | – |
| IYK | Sell | ISHARES TRus consm staples | $4,000 | -50.0% | 20 | -50.0% | 0.00% | -50.0% |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $4,000 | – | 107 | +100.0% | 0.00% | – |
| SM | New | SM ENERGY CO | $4,000 | – | 109 | +100.0% | 0.00% | – |
| SUI | New | SUN CMNTYS INC | $4,000 | – | 27 | +100.0% | 0.00% | – |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $4,000 | -50.0% | 88 | -50.0% | 0.00% | -50.0% |
| MAR | New | MARRIOTT INTL INC NEWcl a | $4,000 | – | 30 | +100.0% | 0.00% | – |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $4,000 | – | 80 | +100.0% | 0.00% | – |
| EPAM | New | EPAM SYS INC | $4,000 | – | 15 | +100.0% | 0.00% | – |
| ZTS | New | ZOETIS INCcl a | $4,000 | – | 21 | +100.0% | 0.00% | – |
| FTXO | Buy | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $4,000 | -20.0% | 148 | +0.7% | 0.00% | 0.0% |
| NATH | New | NATHANS FAMOUS INC NEW | $4,000 | – | 70 | +100.0% | 0.00% | – |
| New | ENOVIS CORPORATION | $4,000 | – | 66 | +100.0% | 0.00% | – | |
| IIIN | New | INSTEEL INDS INC | $4,000 | – | 128 | +100.0% | 0.00% | – |
| BHK | New | BLACKROCK CORE BD TR | $4,000 | – | 370 | +100.0% | 0.00% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $4,000 | – | 74 | +100.0% | 0.00% | – |
| VIAC | New | PARAMOUNT GLOBAL | $4,000 | – | 180 | +100.0% | 0.00% | – |
| PINS | New | PINTEREST INCcl a | $4,000 | – | 200 | +100.0% | 0.00% | – |
| KBWB | Sell | INVESCO EXCH TRADED FD TR IIkbw bk etf | $4,000 | -60.0% | 82 | -50.0% | 0.00% | -57.1% |
| NCV | New | VIRTUS CONVERTIBLE & INCOME | $4,000 | – | 1,200 | +100.0% | 0.00% | – |
| XYLD | New | GLOBAL X FDSs&p 500 covered | $4,000 | – | 100 | +100.0% | 0.00% | – |
| DXCM | New | DEXCOM INC | $4,000 | – | 48 | +100.0% | 0.00% | – |
| FXN | Buy | FIRST TR EXCHANGE TRADED FDenergy alphadx | $4,000 | 0.0% | 244 | +0.4% | 0.00% | 0.0% |
| YUM | New | YUM BRANDS INC | $3,000 | – | 29 | +100.0% | 0.00% | – |
| New | CONSTELLATION ENERGY CORP | $3,000 | – | 55 | +100.0% | 0.00% | – | |
| MMC | New | MARSH & MCLENNAN COS INC | $3,000 | – | 17 | +100.0% | 0.00% | – |
| MFC | New | MANULIFE FINL CORP | $2,000 | – | 100 | +100.0% | 0.00% | – |
| OGN | New | ORGANON & CO | $2,000 | – | 72 | +100.0% | 0.00% | – |
| MP | New | MP MATERIALS CORP | $3,000 | – | 100 | +100.0% | 0.00% | – |
| OXSQ | New | OXFORD SQUARE CAP CORP | $3,000 | – | 923 | +100.0% | 0.00% | – |
| COMM | New | COMMSCOPE HLDG CO INC | $3,000 | – | 501 | +100.0% | 0.00% | – |
| New | DIGITAL WORLD ACQUISITION CO | $2,000 | – | 69 | +100.0% | 0.00% | – | |
| TNA | New | DIREXION SHS ETF TRdly smcap bull3x | $2,000 | – | 65 | +100.0% | 0.00% | – |
| COIN | New | COINBASE GLOBAL INC | $3,000 | – | 70 | +100.0% | 0.00% | – |
| SBLK | New | STAR BULK CARRIERS CORP. | $2,000 | – | 64 | +100.0% | 0.00% | – |
| PGP | New | PIMCO GLOBAL STOCKSPLS INCM | $2,000 | – | 280 | +100.0% | 0.00% | – |
| BETZ | New | LISTED FD TRroundhill sports | $3,000 | – | 175 | +100.0% | 0.00% | – |
| LMND | New | LEMONADE INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| CNP | New | CENTERPOINT ENERGY INC | $2,000 | – | 59 | +100.0% | 0.00% | – |
| PBI | New | PITNEY BOWES INC | $2,000 | – | 517 | +100.0% | 0.00% | – |
| PLUG | New | PLUG POWER INC | $3,000 | – | 208 | +100.0% | 0.00% | – |
| CVI | New | CVR ENERGY INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| CME | New | CME GROUP INC | $2,000 | – | 8 | +100.0% | 0.00% | – |
| KRP | New | KIMBELL RTY PARTNERS LPunit | $2,000 | – | 124 | +100.0% | 0.00% | – |
| IPO | New | RENAISSANCE CAP GREENWICH FDipo etf | $3,000 | – | 102 | +100.0% | 0.00% | – |
| New | RIVIAN AUTOMOTIVE INC | $3,000 | – | 125 | +100.0% | 0.00% | – | |
| JSMD | New | JANUS DETROIT STR TRhendersn sml etf | $2,000 | – | 30 | +100.0% | 0.00% | – |
| BOOT | New | BOOT BARN HLDGS INC | $2,000 | – | 30 | +100.0% | 0.00% | – |
| J | New | JACOBS ENGR GROUP INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
| EPRPRC | New | EPR PPTYSpfd c cv 5.75% | $2,000 | – | 100 | +100.0% | 0.00% | – |
| ICSH | New | ISHARES TRblackrock ultra | $3,000 | – | 58 | +100.0% | 0.00% | – |
| TFLO | New | ISHARES TRtrs flt rt bd | $2,000 | – | 40 | +100.0% | 0.00% | – |
| BYLD | Sell | ISHARES TRyld optim bd | $2,000 | -50.0% | 100 | -50.0% | 0.00% | -33.3% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $3,000 | -50.0% | 52 | -49.0% | 0.00% | -50.0% |
| BHLB | New | BERKSHIRE HILLS BANCORP INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| ETV | New | EATON VANCE TAX-MANAGED BUY- | $3,000 | – | 225 | +100.0% | 0.00% | – |
| EBS | New | EMERGENT BIOSOLUTIONS INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| LUV | New | SOUTHWEST AIRLS CO | $2,000 | – | 64 | +100.0% | 0.00% | – |
| EDF | New | VIRTUS STONE HBR EMRG MKTS I | $2,000 | – | 400 | +100.0% | 0.00% | – |
| IGV | New | ISHARES TRexpanded tech | $2,000 | – | 6 | +100.0% | 0.00% | – |
| ERF | New | ENERPLUS CORP | $2,000 | – | 166 | +100.0% | 0.00% | – |
| TNDM | New | TANDEM DIABETES CARE INC | $2,000 | – | 35 | +100.0% | 0.00% | – |
| New | ESAB CORPORATION | $3,000 | – | 66 | +100.0% | 0.00% | – | |
| REAL | New | THE REALREAL INC | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| TIP | Sell | ISHARES TRtips bd etf | $3,000 | -50.0% | 25 | -50.0% | 0.00% | -50.0% |
| EELV | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $2,000 | 0.0% | 75 | 0.0% | 0.00% | +100.0% | |
| UNP | New | UNION PAC CORP | $2,000 | – | 10 | +100.0% | 0.00% | – |
| UMC | New | UNITED MICROELECTRONICS CORPspon adr new | $2,000 | – | 225 | +100.0% | 0.00% | – |
| PRFZ | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $2,000 | – | 10 | +100.0% | 0.00% | – |
| UEC | New | URANIUM ENERGY CORP | $3,000 | – | 1,118 | +100.0% | 0.00% | – |
| PGJ | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $2,000 | 0.0% | 65 | 0.0% | 0.00% | +100.0% | |
| ALK | New | ALASKA AIR GROUP INC | $3,000 | – | 73 | +100.0% | 0.00% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $2,000 | – | 25 | +100.0% | 0.00% | – |
| VMW | New | VMWARE INC | $3,000 | – | 25 | +100.0% | 0.00% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $3,000 | – | 200 | +100.0% | 0.00% | – |
| VVOS | New | VIVOS THERAPEUTICS INC | $3,000 | – | 2,000 | +100.0% | 0.00% | – |
| IGD | New | VOYA GLBL EQTY DIV & PREM OP | $3,000 | – | 560 | +100.0% | 0.00% | – |
| WAB | New | WABTEC | $3,000 | – | 40 | +100.0% | 0.00% | – |
| FPXI | FIRST TR EXCHANGE TRADED FDintl equity opp | $3,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| HAS | New | HASBRO INC | $3,000 | – | 34 | +100.0% | 0.00% | – |
| WYNN | New | WYNN RESORTS LTD | $3,000 | – | 56 | +100.0% | 0.00% | – |
| SLVO | New | CREDIT SUISSE AG NASSAU BRHx link silver | $3,000 | – | 700 | +100.0% | 0.00% | – |
| HAE | New | HAEMONETICS CORP MASS | $2,000 | – | 28 | +100.0% | 0.00% | – |
| ACN | New | ACCENTURE PLC IRELAND | $2,000 | – | 7 | +100.0% | 0.00% | – |
| FTAI | New | FORTRESS TRANS INFRST INVS L | $2,000 | – | 80 | +100.0% | 0.00% | – |
| FINX | New | GLOBAL X FDSfintech etf | $2,000 | – | 100 | +100.0% | 0.00% | – |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $3,000 | – | 34 | +100.0% | 0.00% | – |
| FVRR | New | FIVERR INTL LTD | $3,000 | – | 75 | +100.0% | 0.00% | – |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $2,000 | – | 91 | +100.0% | 0.00% | – |
| DHR | New | DANAHER CORPORATION | $3,000 | – | 11 | +100.0% | 0.00% | – |
| DFNL | New | DAVIS FUNDAMENTAL ETF TRselect finl | $2,000 | – | 75 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC | $2,000 | – | 24 | +100.0% | 0.00% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $3,000 | – | 59 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $3,000 | – | 550 | +100.0% | 0.00% | – |
| IGE | New | ISHARES TRnorth amern nat | $1,000 | – | 33 | +100.0% | 0.00% | – |
| IBUY | New | AMPLIFY ETF TRonlin retl etf | $1,000 | – | 25 | +100.0% | 0.00% | – |
| GRWG | New | GROWGENERATION CORP | $1,000 | – | 270 | +100.0% | 0.00% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $1,000 | – | 4 | +100.0% | 0.00% | – |
| UIHC | New | UNITED INS HLDGS CORP | $1,000 | – | 544 | +100.0% | 0.00% | – |
| MAT | New | MATTEL INC | $1,000 | – | 49 | +100.0% | 0.00% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| PSI | Sell | INVESCO EXCHANGE TRADED FD Tdynmc semicndt | $1,000 | -50.0% | 7 | -50.0% | 0.00% | 0.0% |
| CNS | New | COHEN & STEERS INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| GDX | New | VANECK ETF TRUSTgold miners etf | $1,000 | – | 53 | +100.0% | 0.00% | – |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $1,000 | -50.0% | 11 | -50.0% | 0.00% | 0.0% |
| QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $1,000 | – | 17 | +100.0% | 0.00% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $1,000 | – | 21 | +100.0% | 0.00% | – |
| PPA | INVESCO EXCHANGE TRADED FD Taerospace defn | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| TT | New | TRANE TECHNOLOGIES PLC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| VTR | New | VENTAS INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $1,000 | – | 11 | +100.0% | 0.00% | – |
| IIPR | New | INNOVATIVE INDL PPTYS INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| LVS | New | LAS VEGAS SANDS CORP | $1,000 | – | 37 | +100.0% | 0.00% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $1,000 | – | 42 | +100.0% | 0.00% | – |
| ARKX | New | ARK ETF TRark space expl | $1,000 | – | 95 | +100.0% | 0.00% | – |
| OKTA | New | OKTA INCcl a | $1,000 | – | 16 | +100.0% | 0.00% | – |
| CAAS | New | CHINA AUTOMOTIVE SYS INC | $1,000 | – | 300 | +100.0% | 0.00% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $1,000 | – | 17 | +100.0% | 0.00% | – |
| CIEN | New | CIENA CORP | $1,000 | – | 14 | +100.0% | 0.00% | – |
| UP | New | WHEELS UP EXPERIENCE INC | $1,000 | – | 500 | +100.0% | 0.00% | – |
| WMB | New | WILLIAMS COS INC | $1,000 | – | 37 | +100.0% | 0.00% | – |
| SB | Sell | SAFE BULKERS INC | $1,000 | -99.5% | 350 | -99.1% | 0.00% | -99.3% |
| WKHS | New | WORKHORSE GROUP INC | $1,000 | – | 400 | +100.0% | 0.00% | – |
| EHC | New | ENCOMPASS HEALTH CORP | $1,000 | – | 20 | +100.0% | 0.00% | – |
| SAN | New | BANCO SANTANDER S.A.adr | $1,000 | – | 521 | +100.0% | 0.00% | – |
| New | LUCID GROUP INC | $1,000 | – | 55 | +100.0% | 0.00% | – | |
| RCEL | New | AVITA MEDICAL INC | $1,000 | – | 130 | +100.0% | 0.00% | – |
| SBNY | New | SIGNATURE BK NEW YORK N Y | $1,000 | – | 7 | +100.0% | 0.00% | – |
| NOW | New | SERVICENOW INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| YUMC | New | YUM CHINA HLDGS INC | $1,000 | – | 27 | +100.0% | 0.00% | – |
| PBE | Sell | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $1,000 | -87.5% | 20 | -85.7% | 0.00% | -83.3% |
| GOLD | New | BARRICK GOLD CORP | $1,000 | – | 81 | +100.0% | 0.00% | – |
| TCRR | New | TCR2 THERAPEUTICS INC | $1,000 | – | 275 | +100.0% | 0.00% | – |
| ACES | New | ALPS ETF TRclean energy | $1,000 | – | 20 | +100.0% | 0.00% | – |
| KODK | New | EASTMAN KODAK CO | $1,000 | – | 250 | +100.0% | 0.00% | – |
| TLRY | New | TILRAY BRANDS INC | $1,000 | – | 192 | +100.0% | 0.00% | – |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $1,000 | -50.0% | 10 | -50.0% | 0.00% | 0.0% |
| BYND | New | BEYOND MEAT INC | $1,000 | – | 35 | +100.0% | 0.00% | – |
| HTEC | New | EXCHANGE TRADED CONCEPTS TRrobo gbl hltcr | $1,000 | – | 35 | +100.0% | 0.00% | – |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $1,000 | -50.0% | 36 | -50.0% | 0.00% | 0.0% |
| OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $1,000 | – | 27 | +100.0% | 0.00% | – |
| IRBO | New | ISHARES TRrobotics artif | $1,000 | – | 40 | +100.0% | 0.00% | – |
| New | ORION OFFICE REIT INC | $0 | – | 22 | +100.0% | 0.00% | – | |
| LDUR | Sell | PIMCO ETF TRenhncd lw dur ac | $0 | – | 1 | -50.0% | 0.00% | – |
| GCI | New | GANNETT CO INC | $0 | – | 89 | +100.0% | 0.00% | – |
| MUR | New | MURPHY OIL CORP | $0 | – | 1 | +100.0% | 0.00% | – |
| MVF | New | BLACKROCK MUNIVEST FD INC | $0 | – | 4 | +100.0% | 0.00% | – |
| GMDA | New | GAMIDA CELL LTD | $0 | – | 63 | +100.0% | 0.00% | – |
| EOG | New | EOG RES INC | $0 | – | 4 | +100.0% | 0.00% | – |
| ILMN | New | ILLUMINA INC | $0 | – | 2 | +100.0% | 0.00% | – |
| BFLY | New | BUTTERFLY NETWORK INC | $0 | – | 2 | +100.0% | 0.00% | – |
| New | ASHFORD HOSPITALITY TR INC | $0 | – | 31 | +100.0% | 0.00% | – | |
| SBOW | New | SILVERBOW RES INC | $0 | – | 4 | +100.0% | 0.00% | – |
| IR | New | INGERSOLL RAND INC | $0 | – | 7 | +100.0% | 0.00% | – |
| CARA | New | CARA THERAPEUTICS INC | $0 | – | 25 | +100.0% | 0.00% | – |
| FIRST TR EXCHNG TRADED FD VIskybridge crypto | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% | ||
| New | VICARIOUS SURGICAL INC | $0 | – | 107 | +100.0% | 0.00% | – | |
| OCGN | New | OCUGEN INC | $0 | – | 10 | +100.0% | 0.00% | – |
| CRON | New | CRONOS GROUP INC | $0 | – | 42 | +100.0% | 0.00% | – |
| DK | New | DELEK US HLDGS INC NEW | $0 | – | 5 | +100.0% | 0.00% | – |
| PIRS | New | PIERIS PHARMACEUTICALS INC | $0 | – | 110 | +100.0% | 0.00% | – |
| HNP | New | HUANENG PWR INTL INC | $0 | – | 5 | +100.0% | 0.00% | – |
| AGTC | New | APPLIED GENETIC TECHNOLOGIES | $0 | – | 165 | +100.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC | $0 | – | 313 | +100.0% | 0.00% | – |
| DWM | New | WISDOMTREE TRintl equity fd | $0 | – | 6 | +100.0% | 0.00% | – |
| BBSA | Buy | J P MORGAN EXCHANGE TRADED Fbetabldrs 1-5yr | $0 | – | 0 | +100.0% | 0.00% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC | $0 | – | 33 | +100.0% | 0.00% | – |
| APT | New | ALPHA PRO TECH LTD | $0 | – | 50 | +100.0% | 0.00% | – |
| PENN | New | PENN NATL GAMING INC | $0 | – | 2 | +100.0% | 0.00% | – |
| New | JOBY AVIATION INC | $0 | – | 80 | +100.0% | 0.00% | – | |
| New | DIREXION SHS ETF TRdly s&p oil gas | $0 | – | 10 | +100.0% | 0.00% | – | |
| BJK | New | VANECK ETF TRUSTgaming etf | $0 | – | 13 | +100.0% | 0.00% | – |
| AINC | New | ASHFORD INC | $0 | – | 29 | +100.0% | 0.00% | – |
| BHR | New | BRAEMAR HOTELS & RESORTS INC | $0 | – | 89 | +100.0% | 0.00% | – |
| JGH | New | NUVEEN GLOBAL HIGH INCOME FD | $0 | – | 0 | +100.0% | 0.00% | – |
| DS | New | DRIVE SHACK INC | $0 | – | 165 | +100.0% | 0.00% | – |
| KEY | New | KEYCORP | $0 | – | 6 | +100.0% | 0.00% | – |
| GTX | New | GARRETT MOTION INC | $0 | – | 1 | +100.0% | 0.00% | – |
| IVAC | New | INTEVAC INC | $0 | – | 40 | +100.0% | 0.00% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | 10 | +100.0% | 0.00% | – |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $0 | – | 0 | +100.0% | 0.00% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC | $0 | – | 14 | +100.0% | 0.00% | – |
| PTON | New | PELOTON INTERACTIVE INC | $0 | – | 3 | +100.0% | 0.00% | – |
| QS | New | QUANTUMSCAPE CORP | $0 | – | 30 | +100.0% | 0.00% | – |
| New | EMBECTA CORP | $0 | – | 16 | +100.0% | 0.00% | – | |
| PSJ | Exit | INVESCO EXCHANGE TRADED FD Tdynmc software | $0 | – | -382 | -100.0% | -0.03% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -482 | -100.0% | -0.04% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -319 | -100.0% | -0.04% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -420 | -100.0% | -0.05% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -262 | -100.0% | -0.05% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -772 | -100.0% | -0.06% | – |
| VIS | Exit | VANGUARD WORLD FDSindustrial etf | $0 | – | -550 | -100.0% | -0.07% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -600 | -100.0% | -0.11% | – |
| CG | Exit | CARLYLE GROUP INC | $0 | – | -6,166 | -100.0% | -0.21% | – |
| PBCT | Exit | PEOPLES UNITED FINANCIAL INC | $0 | – | -39,758 | -100.0% | -0.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 16 | Q3 2023 | 16.1% |
| APPLE INC | 16 | Q3 2023 | 4.6% |
| FIRST TR VALUE LINE DIVID IN | 16 | Q3 2023 | 3.9% |
| FIRST TR EXCHANGE-TRADED FD | 16 | Q3 2023 | 4.4% |
| FIRST TR EXCHANGE-TRADED FD | 16 | Q3 2023 | 3.9% |
| PROSHARES TR | 16 | Q3 2023 | 3.5% |
| BLACKROCK FLOAT RATE OME STR | 16 | Q3 2023 | 3.4% |
| PIMCO ETF TR | 16 | Q3 2023 | 7.1% |
| INTERNATIONAL BUSINESS MACHS | 16 | Q3 2023 | 3.1% |
| MICROSOFT CORP | 16 | Q3 2023 | 1.9% |
View Wagner Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-17 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
View Wagner Wealth 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.