$664 Million is the total value of WealthShield Partners, LLC's 478 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 11.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $37,676,335 | +16.4% | 87,333 | +20.3% | 5.68% | +16.4% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $22,349,280 | +10.5% | 162,033 | +13.8% | 3.37% | +10.5% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $18,630,208 | -1.0% | 548,593 | +3.9% | 2.81% | -1.0% |
| Buy | ISHARES TR20+ year tr bd | $16,808,809 | +20.6% | 581,821 | +39.8% | 2.53% | +20.6% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $16,333,539 | +16.0% | 59,981 | +20.5% | 2.46% | +16.0% |
| IUSB | Buy | ISHARES TRcore total usd | $15,004,858 | -3.7% | 343,243 | +0.2% | 2.26% | -3.7% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $12,324,163 | -11.9% | 169,474 | -9.2% | 1.86% | -11.9% |
| MUB | Buy | ISHARES TRnational mun etf | $10,733,811 | +20.9% | 104,679 | +25.8% | 1.62% | +20.9% |
| DGRO | Sell | ISHARES TRcore div grwth | $10,687,166 | -7.2% | 214,084 | -4.3% | 1.61% | -7.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $10,485,555 | +3.6% | 162,946 | +8.7% | 1.58% | +3.7% |
| AAPL | Buy | APPLE INC | $10,202,556 | -11.3% | 59,591 | +0.5% | 1.54% | -11.3% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $9,660,425 | +8.6% | 42,575 | +12.6% | 1.46% | +8.6% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $8,886,977 | -14.1% | 333,220 | -10.0% | 1.34% | -14.1% |
| MSFT | Buy | MICROSOFT CORP | $8,874,566 | +7.1% | 28,106 | +15.5% | 1.34% | +7.1% |
| EFV | Buy | ISHARES TReafe value etf | $8,421,832 | +44.1% | 172,120 | +44.1% | 1.27% | +44.0% |
| EFG | Sell | ISHARES TReafe grwth etf | $7,913,883 | -20.6% | 91,702 | -12.2% | 1.19% | -20.5% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,552,539 | +4.0% | 48,367 | +8.7% | 1.14% | +4.0% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $7,484,329 | -32.7% | 56,572 | -31.4% | 1.13% | -32.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $7,249,301 | -6.2% | 152,328 | -2.9% | 1.09% | -6.2% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $6,915,277 | +7.2% | 68,198 | +9.7% | 1.04% | +7.3% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $6,625,328 | -4.9% | 102,782 | -1.0% | 1.00% | -4.9% |
| ESGU | Sell | ISHARES TResg awr msci usa | $6,500,313 | -20.1% | 68,928 | -17.4% | 0.98% | -20.1% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $6,211,388 | -25.5% | 86,727 | -18.3% | 0.94% | -25.5% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $6,042,835 | -22.6% | 136,623 | -19.2% | 0.91% | -22.5% |
| AMZN | Buy | AMAZON COM INC | $5,912,351 | +40.9% | 46,510 | +44.5% | 0.89% | +41.0% |
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $5,763,847 | -6.4% | 84,217 | -3.3% | 0.87% | -6.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $5,518,495 | +2.9% | 20,707 | +6.2% | 0.83% | +3.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $5,457,516 | +33.5% | 41,705 | +22.1% | 0.82% | +33.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $5,385,969 | +27.2% | 78,465 | +30.7% | 0.81% | +27.3% |
| Buy | ISHARES TRinvt grd corp bd | $5,220,941 | -0.2% | 165,639 | +6.8% | 0.79% | -0.1% | |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $5,197,576 | -14.6% | 58,697 | -9.1% | 0.78% | -14.6% |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $5,064,420 | -7.5% | 78,082 | -1.9% | 0.76% | -7.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,845,793 | +9.0% | 33,415 | +9.3% | 0.73% | +9.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $4,785,445 | +8.1% | 29,192 | +14.7% | 0.72% | +8.1% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $4,652,052 | -6.4% | 67,285 | -3.0% | 0.70% | -6.4% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $4,536,218 | -5.7% | 62,681 | +0.6% | 0.68% | -5.7% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $4,403,383 | +5.2% | 27,609 | +9.1% | 0.66% | +5.4% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $4,396,755 | +164.8% | 76,333 | +165.4% | 0.66% | +165.2% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $4,377,276 | +7.4% | 41,720 | +12.4% | 0.66% | +7.5% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $4,178,268 | +0.1% | 45,649 | +5.7% | 0.63% | +0.2% |
| FB | Buy | META PLATFORMS INCcl a | $3,994,294 | +81.2% | 13,305 | +73.2% | 0.60% | +81.3% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $3,918,630 | -6.3% | 53,482 | -1.6% | 0.59% | -6.3% |
| HD | Sell | HOME DEPOT INC | $3,865,834 | -6.0% | 12,794 | -3.4% | 0.58% | -6.0% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $3,733,514 | -2.7% | 39,226 | -0.2% | 0.56% | -2.6% |
| CRM | Buy | SALESFORCE INC | $3,701,952 | +25.1% | 18,256 | +30.3% | 0.56% | +25.1% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $3,609,151 | +22.5% | 17,963 | +25.3% | 0.54% | +22.5% |
| IWC | Sell | ISHARES TRmicro-cap etf | $3,544,605 | -9.3% | 35,260 | -1.4% | 0.53% | -9.3% |
| NVDA | Buy | NVIDIA CORPORATION | $3,531,731 | +98.7% | 8,119 | +93.3% | 0.53% | +98.5% |
| MBB | Sell | ISHARES TRmbs etf | $3,486,958 | -13.4% | 39,268 | -9.1% | 0.52% | -13.5% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $3,241,246 | -9.8% | 74,131 | -4.7% | 0.49% | -9.8% |
| AGG | Sell | ISHARES TRcore us aggbd et | $3,202,250 | -33.3% | 34,052 | -30.5% | 0.48% | -33.2% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $3,165,257 | +141.6% | 35,689 | +180.4% | 0.48% | +142.1% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,162,521 | -2.3% | 22,320 | +3.1% | 0.48% | -2.3% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $3,167,248 | +5.3% | 36,032 | +9.8% | 0.48% | +5.3% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $3,150,247 | +3.2% | 24,055 | +9.1% | 0.48% | +3.3% |
| TFLO | New | ISHARES TRtrs flt rt bd | $3,045,415 | – | 60,020 | +100.0% | 0.46% | – |
| FALN | Sell | ISHARES TRfaln angls usd | $3,033,937 | -74.6% | 122,336 | -74.0% | 0.46% | -74.6% |
| SGOV | Buy | ISHARES TR0-3 mnth treasry | $2,978,902 | +998.0% | 29,591 | +997.6% | 0.45% | +995.1% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $2,968,052 | +6.8% | 51,306 | +6.2% | 0.45% | +6.7% |
| IDEV | Buy | ISHARES TRcore msci intl | $2,883,869 | -2.3% | 49,483 | +2.5% | 0.44% | -2.2% |
| USMV | Sell | ISHARES TRmsci usa min vol | $2,836,402 | -21.9% | 38,980 | -20.2% | 0.43% | -21.9% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $2,800,014 | -7.3% | 14,376 | -2.0% | 0.42% | -7.3% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $2,796,709 | +10.2% | 13,783 | +4.3% | 0.42% | +10.2% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $2,786,907 | +16.8% | 40,314 | +23.2% | 0.42% | +17.0% |
| WMT | Buy | WALMART INC | $2,755,636 | +32.4% | 17,230 | +30.1% | 0.42% | +32.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,729,437 | -2.7% | 17,524 | +3.4% | 0.41% | -2.6% |
| V | Sell | VISA INC | $2,633,944 | -17.3% | 11,451 | -14.6% | 0.40% | -17.3% |
| CSCO | Buy | CISCO SYS INC | $2,619,719 | +13.9% | 48,730 | +9.6% | 0.40% | +14.2% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,557,543 | -44.8% | 5,073 | -47.3% | 0.38% | -44.8% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $2,523,053 | +26.5% | 24,529 | +27.9% | 0.38% | +26.2% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $2,452,789 | +2.5% | 102,456 | +5.5% | 0.37% | +2.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,425,417 | +5.1% | 13,659 | +10.8% | 0.36% | +4.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,397,895 | +86.5% | 9,572 | +94.7% | 0.36% | +86.1% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $2,390,069 | -13.4% | 98,195 | -9.7% | 0.36% | -13.5% |
| TJX | Buy | TJX COS INC NEW | $2,389,704 | +7.9% | 26,887 | +2.9% | 0.36% | +7.8% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $2,329,517 | +387.3% | 28,770 | +388.0% | 0.35% | +387.5% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $2,292,289 | -12.7% | 38,668 | -10.1% | 0.34% | -12.7% |
| IYW | Sell | ISHARES TRu.s. tech etf | $2,244,445 | -47.0% | 21,374 | -45.0% | 0.34% | -47.0% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $2,218,451 | -4.9% | 32,779 | -0.1% | 0.33% | -4.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,210,549 | +14.5% | 5,152 | +18.7% | 0.33% | +14.4% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,205,010 | -6.0% | 23,262 | -1.1% | 0.33% | -5.9% |
| DWX | Buy | SPDR INDEX SHS FDSs&p intl etf | $2,178,441 | +2.6% | 66,214 | +7.3% | 0.33% | +2.5% |
| MRK | Buy | MERCK & CO INC | $2,168,219 | +1.4% | 20,926 | +13.7% | 0.33% | +1.6% |
| ETN | Buy | EATON CORP PLC | $2,135,649 | +14.1% | 10,013 | +7.6% | 0.32% | +14.2% |
| SPGI | Buy | S&P GLOBAL INC | $2,136,187 | +6.1% | 5,846 | +16.4% | 0.32% | +6.3% |
| PWS | Sell | PACER FDS TRwealthshield | $2,096,737 | -18.6% | 79,570 | -15.4% | 0.32% | -18.6% |
| CME | Buy | CME GROUP INC | $2,084,244 | +46.4% | 10,410 | +35.5% | 0.31% | +46.0% |
| EDIV | Sell | SPDR INDEX SHS FDSs&p em mkt div | $2,085,690 | +4.5% | 70,046 | -0.2% | 0.31% | +4.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $2,074,155 | -5.1% | 50,076 | +0.4% | 0.31% | -4.9% |
| ESGE | Buy | ISHARES INCesg awr msci em | $2,056,458 | +3.6% | 67,915 | +8.3% | 0.31% | +3.7% |
| MPC | Buy | MARATHON PETE CORP | $2,051,036 | +65.3% | 13,553 | +27.3% | 0.31% | +65.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,042,249 | +4.7% | 5,830 | +2.0% | 0.31% | +4.8% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $1,986,931 | +3.5% | 13,003 | +6.9% | 0.30% | +3.5% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $1,966,650 | +1.2% | 8,756 | +9.3% | 0.30% | +1.0% |
| AVGO | Buy | BROADCOM INC | $1,935,728 | -2.4% | 2,331 | +2.0% | 0.29% | -2.3% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $1,907,833 | -27.7% | 10,957 | -18.7% | 0.29% | -27.7% |
| GOVT | Sell | ISHARES TRus treas bd etf | $1,902,218 | -50.4% | 86,308 | -48.5% | 0.29% | -50.3% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,895,789 | -2.5% | 37,466 | +0.9% | 0.29% | -2.4% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,816,152 | +150.9% | 17,802 | +165.9% | 0.27% | +151.4% |
| VTC | New | VANGUARD SCOTTSDALE FDStotal corp bnd | $1,797,629 | – | 24,812 | +100.0% | 0.27% | – |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,797,617 | +18.4% | 16,339 | +21.7% | 0.27% | +18.3% |
| MCD | Buy | MCDONALDS CORP | $1,783,392 | +116.6% | 6,770 | +145.4% | 0.27% | +116.9% |
| IQV | Buy | IQVIA HLDGS INC | $1,740,451 | -10.2% | 8,846 | +2.6% | 0.26% | -10.3% |
| APD | Buy | AIR PRODS & CHEMS INC | $1,733,619 | +0.9% | 6,080 | +6.6% | 0.26% | +0.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,718,280 | -3.4% | 53,017 | +10.9% | 0.26% | -3.4% |
| HAL | Buy | HALLIBURTON CO | $1,720,926 | +40.4% | 42,492 | +14.4% | 0.26% | +40.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,687,684 | -0.4% | 19,122 | +1.3% | 0.25% | -0.4% |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $1,686,232 | -11.1% | 42,198 | -8.1% | 0.25% | -11.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,653,585 | +24.2% | 37,293 | +16.4% | 0.25% | +23.9% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $1,648,772 | -25.2% | 6,031 | -19.5% | 0.25% | -25.3% |
| NULV | Buy | NUSHARES ETF TRnuveen esg lrgvl | $1,643,055 | +23.8% | 48,915 | +27.7% | 0.25% | +24.0% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $1,616,641 | +15.4% | 10,489 | +18.8% | 0.24% | +15.6% |
| STE | Buy | STERIS PLC | $1,603,960 | +14.7% | 7,310 | +17.6% | 0.24% | +14.7% |
| PEP | Buy | PEPSICO INC | $1,589,871 | -7.9% | 9,383 | +1.3% | 0.24% | -7.7% |
| NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $1,581,529 | +16.9% | 26,372 | +21.3% | 0.24% | +16.7% |
| CVX | Buy | CHEVRON CORP NEW | $1,569,585 | +113.3% | 9,308 | +99.0% | 0.24% | +113.5% |
| SCHW | New | SCHWAB CHARLES CORP | $1,534,202 | – | 27,945 | +100.0% | 0.23% | – |
| KMLM | Buy | KRANESHARES TRkfa mount lucas | $1,509,131 | +9.1% | 46,335 | +2.1% | 0.23% | +9.1% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,483,575 | +99.6% | 9,295 | +103.8% | 0.22% | +100.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,465,423 | -2.0% | 10,047 | +2.0% | 0.22% | -1.8% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $1,457,071 | -11.3% | 43,927 | -9.9% | 0.22% | -11.3% |
| UNP | Buy | UNION PAC CORP | $1,450,455 | +23.4% | 7,123 | +24.0% | 0.22% | +23.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,446,890 | +1.3% | 36,901 | +5.1% | 0.22% | +1.4% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,370,310 | -11.8% | 8,859 | -8.1% | 0.21% | -12.0% |
| FISV | Buy | FISERV INC | $1,296,329 | -4.8% | 11,476 | +6.3% | 0.20% | -4.9% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $1,275,589 | -19.5% | 27,503 | -19.0% | 0.19% | -19.7% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $1,264,206 | -9.6% | 30,640 | -5.4% | 0.19% | -9.5% |
| VOO | Sell | VANGUARD INDEX FDS | $1,256,075 | -26.8% | 3,187 | -24.1% | 0.19% | -27.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,235,670 | +238.9% | 2,187 | +223.0% | 0.19% | +238.2% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $1,218,707 | -45.2% | 9,211 | -30.7% | 0.18% | -45.1% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $1,185,203 | -5.7% | 16,750 | -3.2% | 0.18% | -5.3% |
| TFI | Sell | SPDR SER TRnuveen blmbrg mu | $1,183,618 | -21.7% | 27,085 | -17.2% | 0.18% | -21.9% |
| PCEF | Buy | INVESCO EXCH TRADED FD TR II | $1,140,331 | -4.2% | 66,686 | +1.2% | 0.17% | -3.9% |
| KO | Sell | COCA COLA CO | $1,124,567 | -12.1% | 19,925 | -5.2% | 0.17% | -12.4% |
| DRI | Buy | DARDEN RESTAURANTS INC | $1,119,372 | -9.1% | 7,816 | +6.1% | 0.17% | -8.6% |
| DVN | Buy | DEVON ENERGY CORP NEW | $1,121,570 | +7.7% | 23,507 | +9.1% | 0.17% | +7.6% |
| LLY | Buy | ELI LILLY & CO | $1,110,248 | +168.7% | 2,067 | +134.6% | 0.17% | +169.4% |
| HYD | New | VANECK ETF TRUSThigh yld munietf | $1,099,757 | – | 22,412 | +100.0% | 0.17% | – |
| NUSC | Sell | NUSHARES ETF TRnuveen esg smlcp | $1,081,857 | -6.6% | 31,070 | -0.8% | 0.16% | -6.9% |
| XOM | Buy | EXXON MOBIL CORP | $1,041,725 | +25.1% | 8,860 | +14.1% | 0.16% | +25.6% |
| TIP | Buy | ISHARES TRtips bd etf | $1,044,875 | +228.7% | 10,074 | +241.0% | 0.16% | +227.1% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $1,018,664 | -8.1% | 14,050 | -4.9% | 0.15% | -7.8% |
| SUSC | Buy | ISHARES TResg awre usd etf | $1,010,578 | -1.5% | 46,442 | +2.9% | 0.15% | -1.9% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $1,009,034 | -8.3% | 32,539 | -3.8% | 0.15% | -8.4% |
| GOOG | ALPHABET INCcap stk cl c | $1,011,290 | +9.0% | 7,670 | 0.0% | 0.15% | +8.6% | |
| IWN | Buy | ISHARES TRrus 2000 val etf | $1,004,584 | +3.7% | 7,360 | +6.9% | 0.15% | +3.4% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $1,004,488 | -10.6% | 9,896 | -5.6% | 0.15% | -10.7% |
| GLD | Buy | SPDR GOLD TR | $993,381 | -0.7% | 5,794 | +3.2% | 0.15% | -0.7% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $998,307 | -15.8% | 18,634 | +7.6% | 0.15% | -16.2% |
| DON | Sell | WISDOMTREE TRus midcap divid | $988,365 | -6.3% | 24,130 | -3.8% | 0.15% | -6.3% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $991,961 | -51.2% | 20,623 | -49.1% | 0.15% | -51.3% |
| PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $976,498 | -0.3% | 57,172 | +2.1% | 0.15% | 0.0% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $959,624 | +44.8% | 10,451 | +44.8% | 0.14% | +45.0% |
| IFRA | Buy | ISHARES TRus infrastruc | $952,564 | +3.4% | 25,877 | +9.8% | 0.14% | +3.6% |
| PXD | Buy | PIONEER NAT RES CO | $941,375 | +15.2% | 4,101 | +3.9% | 0.14% | +15.4% |
| DBP | Sell | INVESCO DB MULTI-SECTOR COMMprecious metal | $939,202 | -9.6% | 19,781 | -6.0% | 0.14% | -9.0% |
| Sell | SIMPLIFY EXCHANGE TRADED FUNmanaged futures | $932,091 | -16.4% | 33,831 | -22.3% | 0.14% | -16.7% | |
| TFC | Buy | TRUIST FINL CORP | $881,509 | +294.1% | 30,811 | +318.1% | 0.13% | +291.2% |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $865,760 | -22.5% | 17,291 | -19.8% | 0.13% | -22.6% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $863,664 | -9.2% | 7,846 | -5.2% | 0.13% | -9.1% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $833,803 | -9.9% | 3,893 | -3.4% | 0.13% | -9.4% |
| NUMV | Buy | NUSHARES ETF TRnuveen esg midvl | $828,479 | +13.7% | 29,141 | +18.4% | 0.12% | +13.6% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $826,316 | +26.0% | 14,022 | +39.9% | 0.12% | +26.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $821,416 | -0.6% | 2,289 | +2.5% | 0.12% | 0.0% |
| WDIV | Buy | SPDR INDEX SHS FDSs&p glbdiv etf | $819,534 | -1.5% | 15,016 | +3.6% | 0.12% | -1.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $816,372 | +0.6% | 3,843 | +4.3% | 0.12% | +0.8% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $807,512 | -3.7% | 15,568 | +1.0% | 0.12% | -3.2% |
| EFA | Sell | ISHARES TRmsci eafe etf | $812,153 | -5.4% | 11,784 | -0.4% | 0.12% | -5.4% |
| MDT | Sell | MEDTRONIC PLC | $805,384 | -48.2% | 10,130 | -42.1% | 0.12% | -48.3% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $793,881 | -45.3% | 8,389 | -43.5% | 0.12% | -45.2% |
| NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $790,536 | +10.9% | 21,564 | +18.0% | 0.12% | +11.2% |
| AMGN | New | AMGEN INC | $792,842 | – | 2,950 | +100.0% | 0.12% | – |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $775,294 | -11.4% | 8,639 | -6.1% | 0.12% | -11.4% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $768,374 | -5.4% | 8,503 | -2.0% | 0.12% | -4.9% |
| CTRE | New | CARETRUST REIT INC | $765,979 | – | 36,864 | +100.0% | 0.12% | – |
| Sell | DIMENSIONAL ETF TRUST | $745,826 | -8.4% | 18,475 | -5.3% | 0.11% | -8.9% | |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $731,247 | +11.7% | 23,090 | +13.9% | 0.11% | +11.1% |
| ABBV | Buy | ABBVIE INC | $722,659 | +17.4% | 4,848 | +6.2% | 0.11% | +17.2% |
| BILS | Sell | SPDR SER TRbloomberg 3-12 m | $701,976 | -10.8% | 7,060 | -10.8% | 0.11% | -10.9% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $702,179 | +2.6% | 8,509 | +7.6% | 0.11% | +2.9% |
| IGM | ISHARES TRexpnd tec sc etf | $688,629 | -2.6% | 1,800 | 0.0% | 0.10% | -2.8% | |
| PFE | Buy | PFIZER INC | $681,790 | +1.1% | 20,554 | +11.8% | 0.10% | +1.0% |
| PTBD | Sell | PACER FDS TRtrendpilot us bd | $684,132 | -29.8% | 35,099 | -28.0% | 0.10% | -29.9% |
| UAUG | Buy | INNOVATOR ETFS TRus eqt ultra bf | $682,022 | +61.6% | 23,797 | +62.5% | 0.10% | +60.9% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $661,051 | -5.8% | 17,419 | -1.8% | 0.10% | -5.7% |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $656,069 | – | 8,722 | +100.0% | 0.10% | – |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $656,447 | -9.1% | 20,630 | +367.3% | 0.10% | -9.2% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $652,916 | +21.0% | 13,011 | +20.9% | 0.10% | +21.0% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $645,244 | -5.6% | 22,881 | -3.7% | 0.10% | -5.8% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $611,741 | -9.2% | 10,540 | +0.1% | 0.09% | -8.9% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $610,143 | -33.5% | 8,119 | -33.1% | 0.09% | -33.3% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $602,997 | -10.8% | 7,894 | -1.3% | 0.09% | -10.8% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $595,295 | -6.2% | 7,284 | -3.4% | 0.09% | -6.2% |
| HDV | Sell | ISHARES TRcore high dv etf | $599,654 | -36.5% | 5,998 | -36.0% | 0.09% | -36.6% |
| TSLA | Buy | TESLA INC | $597,776 | +4.1% | 2,389 | +8.9% | 0.09% | +4.7% |
| PID | Buy | INVESCO EXCHANGE TRADED FD Tintl divi achi | $590,515 | -6.3% | 35,339 | +1.2% | 0.09% | -6.3% |
| USCI | Sell | UNITED STS COMMODITY INDEX F | $585,187 | -3.7% | 9,891 | -12.7% | 0.09% | -4.3% |
| JQUA | Buy | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $580,539 | +51.3% | 13,417 | +54.9% | 0.09% | +50.0% |
| IDXX | IDEXX LABS INC | $559,706 | -12.9% | 1,280 | 0.0% | 0.08% | -13.4% | |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $548,440 | -7.0% | 30,898 | +2.3% | 0.08% | -6.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $541,411 | +9.3% | 2,600 | +15.6% | 0.08% | +9.3% |
| IWR | Buy | ISHARES TRrus mid cap etf | $545,124 | -4.5% | 7,835 | +0.2% | 0.08% | -4.7% |
| QCOM | QUALCOMM INC | $523,816 | -6.7% | 4,717 | 0.0% | 0.08% | -7.1% | |
| NFJ | Sell | VIRTUS DIVIDEND INTEREST & P | $514,314 | -9.8% | 45,394 | -2.8% | 0.08% | -9.3% |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $510,614 | -5.0% | 3,489 | -0.5% | 0.08% | -4.9% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $506,763 | +0.9% | 1,106 | +5.8% | 0.08% | 0.0% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $506,088 | -7.0% | 15,076 | -4.8% | 0.08% | -7.3% |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $501,934 | -4.1% | 7,505 | 0.0% | 0.08% | -3.8% | |
| UJUL | New | INNOVATOR ETFS TRus eqt ultra bf | $497,638 | – | 17,628 | +100.0% | 0.08% | – |
| PTMC | Sell | PACER FDS TRtrendp us mid cp | $489,435 | -26.0% | 15,513 | -22.7% | 0.07% | -26.0% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $491,827 | -0.9% | 21,986 | -1.4% | 0.07% | -1.3% |
| ASGI | Sell | ABRDN GLOBAL INFRA INCOME FU | $476,834 | -11.0% | 29,617 | -1.7% | 0.07% | -11.1% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $479,312 | +3.7% | 3,421 | +6.8% | 0.07% | +2.9% |
| URA | Sell | GLOBAL X FDSglobal x uranium | $461,032 | -45.3% | 17,050 | -56.1% | 0.07% | -45.7% |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $453,973 | -3.9% | 4,872 | 0.0% | 0.07% | -4.2% | |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $442,464 | -3.4% | 16,888 | +0.1% | 0.07% | -2.9% |
| New | VANGUARD WELLINGTON FDshort trm tax ex | $433,787 | – | 4,395 | +100.0% | 0.06% | – | |
| UPS | UNITED PARCEL SERVICE INCcl b | $426,616 | -13.0% | 2,737 | 0.0% | 0.06% | -13.5% | |
| New | WISDOMTREE TRfloatng rat trea | $406,678 | – | 8,082 | +100.0% | 0.06% | – | |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $398,576 | -0.7% | 8,493 | +2.3% | 0.06% | 0.0% | |
| CAT | Buy | CATERPILLAR INC | $395,700 | +29.3% | 1,449 | +16.5% | 0.06% | +30.4% |
| WFC | Sell | WELLS FARGO CO NEW | $400,801 | -6.3% | 9,809 | -2.2% | 0.06% | -6.2% |
| VONE | Buy | VANGUARD SCOTTSDALE FDSvng rus1000idx | $391,072 | -3.4% | 2,009 | +0.0% | 0.06% | -3.3% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $381,920 | +8.8% | 3,107 | +15.6% | 0.06% | +9.4% |
| IXN | Buy | ISHARES TRglobal tech etf | $379,373 | +65.2% | 6,559 | +77.6% | 0.06% | +62.9% |
| BAC | Sell | BANK AMERICA CORP | $373,668 | -5.6% | 13,647 | -1.1% | 0.06% | -6.7% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $370,643 | -6.3% | 11,235 | +388.1% | 0.06% | -6.7% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $365,869 | -17.3% | 4,048 | -25.7% | 0.06% | -17.9% |
| PWV | Sell | INVESCO EXCHANGE TRADED FD Tlarge cap value | $362,934 | -0.3% | 7,755 | -0.7% | 0.06% | 0.0% |
| Buy | PIMCO ETF TR | $362,674 | +151.1% | 8,450 | +160.7% | 0.06% | +150.0% | |
| ICSH | Buy | ISHARES TRblackrock ultra | $360,419 | +4.9% | 7,154 | +4.8% | 0.05% | +3.8% |
| AGZ | Sell | ISHARES TRagency bond etf | $355,067 | -18.4% | 3,356 | -17.5% | 0.05% | -18.2% |
| RMT | Sell | ROYCE MICRO-CAP TR INC | $355,386 | -20.2% | 42,921 | -15.7% | 0.05% | -19.4% |
| PM | Sell | PHILIP MORRIS INTL INC | $355,347 | -10.9% | 3,785 | -6.2% | 0.05% | -10.0% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $356,753 | -85.4% | 14,977 | -84.6% | 0.05% | -85.3% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $351,764 | -12.7% | 6,229 | -8.8% | 0.05% | -13.1% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $352,967 | +3.4% | 2,516 | -1.3% | 0.05% | +3.9% |
| YUM | YUM BRANDS INC | $351,706 | -9.8% | 2,815 | 0.0% | 0.05% | -10.2% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $346,187 | -4.9% | 1,831 | 0.0% | 0.05% | -5.5% | |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $338,424 | – | 3,275 | +100.0% | 0.05% | – |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $338,381 | -4.0% | 1,729 | -0.6% | 0.05% | -3.8% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $323,446 | -9.1% | 963 | -6.7% | 0.05% | -9.3% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $326,319 | +18.1% | 5,469 | +18.0% | 0.05% | +16.7% |
| IYH | Sell | ISHARES TRus hlthcare etf | $324,121 | -5.4% | 1,195 | -2.2% | 0.05% | -5.8% |
| RYLD | Sell | GLOBAL X FDSrussell 2000 | $316,702 | -8.0% | 18,564 | -2.5% | 0.05% | -7.7% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $321,561 | -2.0% | 7,669 | -2.2% | 0.05% | -2.0% |
| T | Sell | AT&T INC | $310,137 | -11.5% | 20,648 | -6.0% | 0.05% | -11.3% |
| EUSA | Sell | ISHARES INCmsci equal weite | $309,710 | -7.8% | 4,100 | -3.8% | 0.05% | -7.8% |
| SMB | VANECK ETF TRUSTvaneck shrt muni | $303,841 | -0.9% | 18,205 | 0.0% | 0.05% | 0.0% | |
| CVS | Sell | CVS HEALTH CORP | $304,173 | -1.1% | 4,357 | -2.1% | 0.05% | 0.0% |
| ABT | Buy | ABBOTT LABS | $301,849 | +3.0% | 3,117 | +15.9% | 0.04% | +2.3% |
| ADBE | Buy | ADOBE INC | $297,782 | +4.6% | 584 | +0.3% | 0.04% | +4.7% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $284,043 | -5.4% | 3,853 | -3.6% | 0.04% | -4.4% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $285,994 | -12.8% | 17,908 | -12.8% | 0.04% | -12.2% |
| Buy | AMERICAN CENTY ETF TRemerging mkt val | $288,398 | +1.0% | 6,639 | +1.5% | 0.04% | 0.0% | |
| EMNT | Buy | PIMCO ETF TRenhancd short | $287,688 | +8.4% | 2,932 | +8.2% | 0.04% | +7.5% |
| WM | Sell | WASTE MGMT INC DEL | $282,842 | -17.5% | 1,855 | -6.1% | 0.04% | -17.3% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $280,206 | -41.4% | 4,903 | -39.9% | 0.04% | -41.7% |
| DGX | QUEST DIAGNOSTICS INC | $280,644 | -13.3% | 2,303 | 0.0% | 0.04% | -14.3% | |
| OXY | OCCIDENTAL PETE CORP | $278,464 | +10.3% | 4,280 | 0.0% | 0.04% | +10.5% | |
| BJUN | INNOVATOR ETFS TRus eqty bufr jun | $272,406 | -2.2% | 8,300 | 0.0% | 0.04% | -2.4% | |
| INTC | Buy | INTEL CORP | $274,062 | +6.3% | 7,709 | +0.0% | 0.04% | +5.1% |
| PPL | Buy | PPL CORP | $274,481 | -10.8% | 11,533 | +0.1% | 0.04% | -10.9% |
| AADR | Sell | ADVISORSHARES TRdorsey wrigt adr | $274,659 | -4.8% | 5,603 | -3.6% | 0.04% | -4.7% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $269,356 | -21.6% | 2,395 | +1.7% | 0.04% | -21.2% |
| SO | Buy | SOUTHERN CO | $265,267 | -1.5% | 4,099 | +6.9% | 0.04% | -2.4% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $263,292 | -6.6% | 4,545 | 0.0% | 0.04% | -4.8% | |
| FDX | Buy | FEDEX CORP | $261,919 | +8.5% | 984 | +1.5% | 0.04% | +8.3% |
| BP | BP PLCsponsored adr | $249,628 | +9.7% | 6,447 | 0.0% | 0.04% | +11.8% | |
| CB | Sell | CHUBB LIMITED | $243,950 | -85.5% | 1,167 | -86.6% | 0.04% | -85.4% |
| NEE | Buy | NEXTERA ENERGY INC | $236,392 | -19.0% | 4,126 | +4.9% | 0.04% | -18.2% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $241,124 | -5.5% | 4,837 | -2.0% | 0.04% | -5.3% |
| MA | MASTERCARD INCORPORATEDcl a | $234,775 | +0.7% | 593 | 0.0% | 0.04% | 0.0% | |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $231,728 | -20.9% | 5,293 | -16.9% | 0.04% | -20.5% |
| MO | Sell | ALTRIA GROUP INC | $229,275 | -12.8% | 5,328 | -6.2% | 0.04% | -12.5% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $228,012 | +12.3% | 4,108 | +28.6% | 0.03% | +9.7% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $223,956 | -3.4% | 4,764 | +1.1% | 0.03% | -2.9% |
| NUEM | Sell | NUSHARES ETF TRnuveen esg emrgn | $228,088 | -10.5% | 8,699 | -6.8% | 0.03% | -10.5% |
| RY | New | ROYAL BK CDA | $219,291 | – | 2,508 | +100.0% | 0.03% | – |
| SHM | SPDR SER TRnuveen blmbrg sh | $221,072 | -1.7% | 4,782 | 0.0% | 0.03% | -2.9% | |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $216,901 | -76.9% | 3,689 | -75.4% | 0.03% | -76.8% |
| QQQX | Sell | NUVEEN NASDAQ 100 DYNAMIC OV | $219,792 | -39.8% | 9,602 | -33.4% | 0.03% | -40.0% |
| IYE | Sell | ISHARES TRu.s. energy etf | $213,174 | +5.1% | 4,463 | -5.7% | 0.03% | +3.2% |
| Sell | GENERAL ELECTRIC CO | $212,808 | -3.2% | 1,924 | -3.8% | 0.03% | -3.0% | |
| LOW | New | LOWES COS INC | $215,354 | – | 1,036 | +100.0% | 0.03% | – |
| BA | Sell | BOEING CO | $206,751 | -13.2% | 1,079 | -4.4% | 0.03% | -13.9% |
| MDLZ | MONDELEZ INTL INCcl a | $205,146 | -4.8% | 2,938 | 0.0% | 0.03% | -3.1% | |
| SBUX | Buy | STARBUCKS CORP | $206,262 | -7.8% | 2,260 | +0.1% | 0.03% | -8.8% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $208,154 | -74.7% | 2,983 | -73.7% | 0.03% | -75.0% |
| COP | New | CONOCOPHILLIPS | $205,402 | – | 1,706 | +100.0% | 0.03% | – |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $199,489 | -9.1% | 3,920 | -9.3% | 0.03% | -9.1% |
| PHO | Sell | INVESCO EXCHANGE TRADED FD Twater res etf | $200,435 | -5.8% | 3,769 | -0.2% | 0.03% | -6.2% |
| EWJ | ISHARES INCmsci jpn etf new | $190,155 | -2.6% | 3,154 | 0.0% | 0.03% | 0.0% | |
| FLQH | Buy | FRANKLIN TEMPLETON ETF TRintl cor div til | $189,103 | -4.3% | 6,775 | +0.2% | 0.03% | -6.7% |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $187,777 | -0.4% | 3,921 | 0.0% | 0.03% | 0.0% | |
| NUHY | Sell | NUSHARES ETF TResg hi tld crp | $176,777 | -10.1% | 8,799 | -8.0% | 0.03% | -10.0% |
| AMERICAN CENTY ETF TRavantis responsi | $176,551 | -4.2% | 3,600 | 0.0% | 0.03% | -3.6% | ||
| ITA | ISHARES TRus aer def etf | $169,911 | -9.0% | 1,600 | 0.0% | 0.03% | -7.1% | |
| XMPT | Sell | VANECK ETF TRUST | $172,897 | -25.2% | 9,148 | -16.4% | 0.03% | -25.7% |
| BIV | VANGUARD BD INDEX FDSintermed term | $174,701 | -3.9% | 2,416 | 0.0% | 0.03% | -3.7% | |
| DLS | Buy | WISDOMTREE TRintl smcap div | $163,100 | +8.6% | 2,838 | +12.4% | 0.02% | +8.7% |
| PNOV | INNOVATOR ETFS TRus eqty pwr buf | $166,093 | -2.5% | 5,024 | 0.0% | 0.02% | -3.8% | |
| IYR | Buy | ISHARES TRu.s. real es etf | $166,696 | +126.6% | 2,109 | +148.1% | 0.02% | +127.3% |
| USEP | New | INNOVATOR ETFS TRus eqty ultra b | $167,278 | – | 5,715 | +100.0% | 0.02% | – |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $164,193 | -3.1% | 2,298 | +2.6% | 0.02% | -3.8% |
| XBI | SPDR SER TRs&p biotech | $160,956 | -12.2% | 2,204 | 0.0% | 0.02% | -14.3% | |
| PFF | Sell | ISHARES TRpfd and incm sec | $144,449 | -3.3% | 4,791 | -0.8% | 0.02% | 0.0% |
| DIM | Buy | WISDOMTREE TRintl midcap dv | $148,180 | +35.4% | 2,639 | +38.8% | 0.02% | +37.5% |
| IGSB | Buy | ISHARES TR | $144,507 | +24.5% | 2,900 | +25.3% | 0.02% | +29.4% |
| XJR | Buy | ISHARES TResg scrnd s&p sm | $147,583 | +414.6% | 4,450 | +443.3% | 0.02% | +450.0% |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $148,985 | -85.2% | 1,513 | -83.3% | 0.02% | -85.4% |
| SDY | Buy | SPDR SER TRs&p divid etf | $145,488 | +9.3% | 1,265 | +16.5% | 0.02% | +10.0% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $138,710 | +16.1% | 2,750 | +22.2% | 0.02% | +16.7% |
| PSEP | Buy | INNOVATOR ETFS TRus eqty pwr buf | $139,320 | +150.5% | 4,300 | +152.9% | 0.02% | +162.5% |
| IUSV | ISHARES TRcore s&p us vlu | $131,360 | -4.1% | 1,750 | 0.0% | 0.02% | -4.8% | |
| VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $132,539 | -3.7% | 1,988 | 0.0% | 0.02% | -4.8% | |
| Buy | DIMENSIONAL ETF TRUSTus high profitab | $133,389 | -2.9% | 5,192 | +0.3% | 0.02% | -4.8% | |
| GAL | Buy | SSGA ACTIVE ETF TRglobl allo etf | $130,519 | +6.0% | 3,416 | +10.9% | 0.02% | +5.3% |
| Buy | DIMENSIONAL ETF TRUSTus small cap val | $135,887 | -1.1% | 5,363 | +0.3% | 0.02% | -4.8% | |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $125,006 | -3.3% | 11,843 | +0.2% | 0.02% | 0.0% |
| FDRR | FIDELITY COVINGTON TRUSTdivid etf risi | $127,503 | -4.7% | 3,206 | 0.0% | 0.02% | -5.0% | |
| IGA | Buy | VOYA GLBL ADV & PREM OPP FD | $117,229 | +3.6% | 14,124 | +6.6% | 0.02% | +5.9% |
| BAUG | INNOVATOR ETFS TRus equt bufr aug | $118,836 | -1.6% | 3,600 | 0.0% | 0.02% | 0.0% | |
| BOE | Buy | BLACKROCK ENHANCED GLOBAL DI | $120,157 | +2.1% | 12,742 | +9.0% | 0.02% | 0.0% |
| PAUG | INNOVATOR ETFS TRus eqty pwr bf | $119,543 | -0.5% | 3,850 | 0.0% | 0.02% | 0.0% | |
| GRNB | VANECK ETF TRUSTgreen bond etf | $115,570 | -2.7% | 5,098 | 0.0% | 0.02% | -5.6% | |
| BGRN | ISHARES TRusd grn bond etf | $113,006 | -3.0% | 2,504 | 0.0% | 0.02% | -5.6% | |
| EMF | New | TEMPLETON EMERGING MKTS FD | $114,593 | – | 10,132 | +100.0% | 0.02% | – |
| NYF | Buy | ISHARES TRnew york mun etf | $112,521 | +57.2% | 2,205 | +64.1% | 0.02% | +54.5% |
| DVY | Buy | ISHARES TRselect divid etf | $112,050 | -2.9% | 1,027 | +0.8% | 0.02% | 0.0% |
| DIMENSIONAL ETF TRUSTshort duration f | $112,379 | +0.1% | 2,423 | 0.0% | 0.02% | 0.0% | ||
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $111,205 | +0.1% | 5,298 | +0.3% | 0.02% | 0.0% |
| NYCB | NEW YORK CMNTY BANCORP INC | $116,042 | +0.9% | 10,233 | 0.0% | 0.02% | 0.0% | |
| FLBL | New | FRANKLIN TEMPLETON ETF TRsenior loan etf | $110,630 | – | 4,600 | +100.0% | 0.02% | – |
| BGY | Buy | BLACKROCK ENHANCED INTL DIV | $115,005 | +3.5% | 23,047 | +12.8% | 0.02% | 0.0% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $106,781 | -5.1% | 1,359 | +0.1% | 0.02% | -5.9% |
| PIO | INVESCO EXCH TRADED FD TR IIglobal water | $109,177 | -5.6% | 3,232 | 0.0% | 0.02% | -5.9% | |
| UJUN | INNOVATOR ETFS TRus eqt ultra bf | $101,427 | -1.0% | 3,584 | 0.0% | 0.02% | 0.0% | |
| ISCG | ISHARES TRmrgstr sm cp gr | $97,158 | -6.2% | 2,500 | 0.0% | 0.02% | -6.2% | |
| IWV | ISHARES TRrussell 3000 etf | $90,799 | -3.3% | 369 | 0.0% | 0.01% | 0.0% | |
| FVC | FIRST TR EXCHANGE-TRADED FDdorsey wright | $90,852 | -6.7% | 2,898 | 0.0% | 0.01% | -6.7% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $95,607 | -5.6% | 2,158 | 0.0% | 0.01% | -6.7% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $95,442 | +1061.2% | 1,256 | +1107.7% | 0.01% | +1300.0% |
| SPSB | SPDR SER TRportfolio short | $86,553 | -0.4% | 2,952 | 0.0% | 0.01% | 0.0% | |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $85,661 | -17.9% | 1,762 | -4.7% | 0.01% | -18.8% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $88,702 | +34.5% | 689 | +38.6% | 0.01% | +30.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $87,032 | -4.1% | 541 | +1.3% | 0.01% | -7.1% |
| EELV | Buy | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $85,235 | -3.3% | 3,788 | +1.0% | 0.01% | 0.0% |
| SUSB | Sell | ISHARES TResg awre 1 5 yr | $85,429 | -1.2% | 3,594 | -0.6% | 0.01% | 0.0% |
| IBB | ISHARES TRishares biotech | $78,241 | -3.6% | 639 | 0.0% | 0.01% | 0.0% | |
| IGLB | New | ISHARES TR10+ yr invst grd | $80,138 | – | 1,700 | +100.0% | 0.01% | – |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $81,980 | -4.5% | 2,542 | 0.0% | 0.01% | -7.7% | |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $78,677 | -9.1% | 1,565 | -5.8% | 0.01% | -7.7% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $72,633 | -46.9% | 2,132 | -41.2% | 0.01% | -47.6% |
| URTH | ISHARES INCmsci world etf | $72,102 | -3.5% | 600 | 0.0% | 0.01% | 0.0% | |
| TAN | Sell | INVESCO EXCH TRADED FD TR IIsolar etf | $73,645 | -28.2% | 1,422 | -1.0% | 0.01% | -26.7% |
| BSEP | Buy | INNOVATOR ETFS TRus eqty buf sep | $70,686 | +28.2% | 2,100 | +31.2% | 0.01% | +37.5% |
| BNOV | INNOVATOR ETFS TRus eqty buf nov | $75,271 | -3.7% | 2,300 | 0.0% | 0.01% | -8.3% | |
| UNOV | INNOVATOR ETFS TRus eqty ultra bu | $72,764 | -1.4% | 2,400 | 0.0% | 0.01% | 0.0% | |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $63,669 | -38.3% | 847 | -38.0% | 0.01% | -37.5% |
| ICVT | Buy | ISHARES TRconv bd etf | $66,201 | +255.5% | 892 | +265.6% | 0.01% | +233.3% |
| UMAY | INNOVATOR ETFS TRus eqt ultra bf | $66,574 | -1.0% | 2,406 | 0.0% | 0.01% | 0.0% | |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $66,269 | -33.0% | 1,313 | -30.4% | 0.01% | -33.3% |
| KWEB | KRANESHARES TRcsi chi internet | $60,418 | +1.6% | 2,207 | 0.0% | 0.01% | 0.0% | |
| DTD | Sell | WISDOMTREE TRus total dividnd | $60,772 | -6.7% | 1,010 | -3.7% | 0.01% | -10.0% |
| COWZ | Sell | PACER FDS TRus cash cows 100 | $59,539 | +2.7% | 1,204 | -0.5% | 0.01% | 0.0% |
| UMAR | INNOVATOR ETFS TRus eqt ultra bf | $53,687 | -0.8% | 1,800 | 0.0% | 0.01% | 0.0% | |
| BFEB | INNOVATOR ETFS TRus eqty bufr feb | $53,304 | -2.5% | 1,600 | 0.0% | 0.01% | 0.0% | |
| PFEB | INNOVATOR ETFS TRus eqty pwr buf | $51,776 | -1.1% | 1,700 | 0.0% | 0.01% | 0.0% | |
| USXF | Sell | ISHARES TResg msci usa etf | $52,281 | -5.4% | 1,503 | -2.2% | 0.01% | 0.0% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $55,707 | -17.3% | 1,272 | -13.3% | 0.01% | -20.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $52,433 | +8.8% | 762 | +17.2% | 0.01% | +14.3% |
| GENI | GENIUS SPORTS LIMITEDshares cl a | $53,300 | -13.9% | 10,000 | 0.0% | 0.01% | -11.1% | |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $56,347 | -33.9% | 1,607 | -30.1% | 0.01% | -38.5% |
| TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $55,697 | -4.4% | 993 | 0.0% | 0.01% | -11.1% | |
| PDP | INVESCO EXCHANGE TRADED FD Tdorsey wright mo | $53,893 | -5.0% | 700 | 0.0% | 0.01% | -11.1% | |
| Buy | DIMENSIONAL ETF TRUSTintl small cap v | $43,684 | +0.9% | 1,837 | +0.4% | 0.01% | 0.0% | |
| IYT | ISHARES TRus trsprtion | $41,783 | -6.0% | 178 | 0.0% | 0.01% | -14.3% | |
| PFXF | New | VANECK ETF TRUSTpreferred securt | $40,680 | – | 2,420 | +100.0% | 0.01% | – |
| SUSL | ISHARES TResg msci leadr | $40,815 | -2.2% | 539 | 0.0% | 0.01% | 0.0% | |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $38,973 | -38.2% | 825 | -37.6% | 0.01% | -33.3% |
| Buy | DIMENSIONAL ETF TRUSTintl high profit | $41,305 | -4.9% | 1,781 | +0.4% | 0.01% | -14.3% | |
| ERTH | Buy | INVESCO EXCHANGE TRADED FD Tinvesco msci | $41,404 | +0.9% | 935 | +11.7% | 0.01% | 0.0% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $42,266 | -19.1% | 1,145 | -14.8% | 0.01% | -25.0% |
| RYU | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $39,729 | -9.0% | 790 | +100.0% | 0.01% | -14.3% |
| OXYWS | Buy | OCCIDENTAL PETE CORP*w exp 08/03/202 | $33,130 | +16.5% | 766 | +0.5% | 0.01% | +25.0% |
| PAPR | INNOVATOR ETFS TRus eqt pwr buf | $31,130 | -0.9% | 1,017 | 0.0% | 0.01% | 0.0% | |
| DBO | INVESCO DB MULTI-SECTOR COMMoil fd | $31,770 | +25.0% | 1,800 | 0.0% | 0.01% | +25.0% | |
| DMXF | ISHARES TResg eafe etf | $30,029 | -6.3% | 526 | 0.0% | 0.01% | 0.0% | |
| IXG | Sell | ISHARES TRglobal finls etf | $31,401 | -19.0% | 446 | -17.7% | 0.01% | -16.7% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $35,017 | -1.2% | 773 | +2.9% | 0.01% | 0.0% |
| AAXJ | ISHARES TRmsci ac asia etf | $34,862 | -4.4% | 549 | 0.0% | 0.01% | 0.0% | |
| SMOG | VANECK ETF TRUSTlow carbn energy | $32,585 | -14.2% | 311 | 0.0% | 0.01% | -16.7% | |
| SHV | Buy | ISHARES TRshort treas bd | $32,589 | +78.8% | 295 | +78.8% | 0.01% | +66.7% |
| JEPI | J P MORGAN EXCHANGE TRADED Fequity premium | $28,280 | -3.2% | 528 | 0.0% | 0.00% | 0.0% | |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $26,875 | -57.6% | 655 | -57.2% | 0.00% | -60.0% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $24,737 | -31.3% | 464 | -29.2% | 0.00% | -20.0% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $27,570 | -44.8% | 600 | -43.4% | 0.00% | -50.0% |
| AVEM | AMERICAN CENTY ETF TRavantis emgmkt | $26,395 | -1.9% | 500 | 0.0% | 0.00% | 0.0% | |
| IWB | Sell | ISHARES TRrus 1000 etf | $27,366 | -22.6% | 116 | -20.0% | 0.00% | -20.0% |
| EWG | ISHARES INCmsci germany etf | $28,951 | -8.3% | 1,105 | 0.0% | 0.00% | -20.0% | |
| VTHR | Sell | VANGUARD SCOTTSDALE FDSvng rus3000idx | $24,986 | -72.1% | 131 | -71.1% | 0.00% | -71.4% |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $28,598 | -3.5% | 724 | +100.0% | 0.00% | 0.0% |
| PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $18,405 | -36.2% | 1,309 | -34.8% | 0.00% | -25.0% |
| AOM | ISHARES TRmodert alloc etf | $18,375 | -3.7% | 472 | 0.0% | 0.00% | 0.0% | |
| AVDE | AMERICAN CENTY ETF TRintl eqt etf | $22,260 | -3.0% | 400 | 0.0% | 0.00% | 0.0% | |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $18,408 | -53.4% | 250 | -52.5% | 0.00% | -50.0% |
| IMTB | Sell | ISHARES TRcr 5 10 yr etf | $22,852 | -88.5% | 555 | -88.0% | 0.00% | -90.0% |
| SOXQ | INVESCO EXCH TRADED FD TR IIinvesco phlx sm | $20,288 | -6.5% | 750 | 0.0% | 0.00% | 0.0% | |
| CORP | Buy | PIMCO ETF TRinv grd crp bd | $22,449 | -3.5% | 246 | +0.4% | 0.00% | -25.0% |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $20,972 | -57.1% | 775 | -56.0% | 0.00% | -57.1% |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $19,676 | -3.2% | 452 | 0.0% | 0.00% | 0.0% | |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $22,498 | -3.2% | 700 | 0.0% | 0.00% | -25.0% | |
| MLN | VANECK ETF TRUSTlong muni etf | $20,954 | -6.9% | 1,254 | 0.0% | 0.00% | 0.0% | |
| IDU | New | ISHARES TRu.s. utilits etf | $22,719 | – | 306 | +100.0% | 0.00% | – |
| DEW | Buy | WISDOMTREE TRglb high div fd | $22,535 | +2.2% | 497 | +4.9% | 0.00% | 0.0% |
| ESML | Sell | ISHARES TResg aware msci | $18,749 | -32.1% | 555 | -28.6% | 0.00% | -25.0% |
| QYLD | GLOBAL X FDSnasdaq 100 cover | $20,795 | -5.5% | 1,240 | 0.0% | 0.00% | 0.0% | |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $21,524 | -76.2% | 235 | -74.9% | 0.00% | -78.6% |
| DIMENSIONAL ETF TRUSTemerging mkts co | $16,061 | -3.1% | 689 | 0.0% | 0.00% | 0.0% | ||
| ITB | New | ISHARES TRus home cons etf | $15,728 | – | 200 | +100.0% | 0.00% | – |
| GCOW | PACER FDS TRglobl cash etf | $12,691 | -1.8% | 390 | 0.0% | 0.00% | 0.0% | |
| HYHG | PROSHARES TRhgh yld int rate | $15,749 | +0.6% | 256 | 0.0% | 0.00% | 0.0% | |
| ICF | ISHARES TRcohen steer reit | $15,634 | -8.7% | 308 | 0.0% | 0.00% | -33.3% | |
| EWZ | ISHARES INCmsci brazil etf | $12,697 | -5.4% | 414 | 0.0% | 0.00% | 0.0% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $14,848 | -3.7% | 1,356 | 0.0% | 0.00% | 0.0% | |
| RPV | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $16,556 | -5.1% | 225 | 0.0% | 0.00% | -33.3% | |
| UOCT | INNOVATOR ETFS TRus eqty ultra b | $13,429 | +2.2% | 440 | 0.0% | 0.00% | 0.0% | |
| PJUL | INNOVATOR ETFS TRus eqty pwr buf | $11,492 | -1.5% | 341 | 0.0% | 0.00% | 0.0% | |
| PJUN | INNOVATOR ETFS TRus eqty pwr buf | $10,332 | -1.1% | 330 | 0.0% | 0.00% | 0.0% | |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $10,746 | +58.9% | 106 | +68.3% | 0.00% | +100.0% |
| GDX | VANECK ETF TRUSTgold miners etf | $13,455 | -10.6% | 500 | 0.0% | 0.00% | 0.0% | |
| GDXJ | VANECK ETF TRUSTjunior gold mine | $13,633 | -9.6% | 423 | 0.0% | 0.00% | 0.0% | |
| MLPX | GLOBAL X FDSglb x mlp enrg i | $14,792 | +2.0% | 349 | 0.0% | 0.00% | 0.0% | |
| FMAT | FIDELITY COVINGTON TRUSTmsci matls index | $14,141 | -5.3% | 320 | 0.0% | 0.00% | 0.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $14,093 | -3.7% | 98 | 0.0% | 0.00% | 0.0% | |
| AGZD | Sell | WISDOMTREE TRintrst rate hdge | $14,670 | -62.3% | 662 | -24.7% | 0.00% | -66.7% |
| DFE | Buy | WISDOMTREE TReurope smcp dv | $12,803 | -1.6% | 244 | +4.7% | 0.00% | 0.0% |
| AGGY | WISDOMTREE TRyield enhancd us | $12,453 | -3.7% | 300 | 0.0% | 0.00% | 0.0% | |
| CRBN | Sell | ISHARES TRmsci lw crb tg | $7,062 | -23.5% | 47 | -20.3% | 0.00% | 0.0% |
| SENS | New | SENSEONICS HLDGS INC | $7,549 | – | 12,500 | +100.0% | 0.00% | – |
| UAPR | INNOVATOR ETFS TRus eqt ultra bf | $5,153 | -1.2% | 200 | 0.0% | 0.00% | 0.0% | |
| IWX | ISHARES TRrus tp200 vl etf | $5,330 | -2.4% | 81 | 0.0% | 0.00% | 0.0% | |
| AOA | ISHARES TRaggres alloc etf | $7,365 | -4.3% | 116 | 0.0% | 0.00% | 0.0% | |
| AOK | ISHARES TRconser alloc etf | $9,849 | -3.6% | 290 | 0.0% | 0.00% | -50.0% | |
| INDA | ISHARES TRmsci india etf | $8,092 | +1.2% | 183 | 0.0% | 0.00% | 0.0% | |
| BAPR | INNOVATOR ETFS TRus eqt bufr apr | $5,245 | -2.3% | 150 | 0.0% | 0.00% | 0.0% | |
| PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $3,897 | -21.7% | 124 | 0.0% | 0.00% | 0.0% | |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $3,467 | -1.2% | 115 | +400.0% | 0.00% | 0.0% |
| FLMB | FRANKLIN TEMPLETON ETF TRmunicipal grn bd | $4,050 | -5.3% | 180 | 0.0% | 0.00% | 0.0% | |
| DIMENSIONAL ETF TRUSTus real estate e | $3,982 | -9.3% | 204 | 0.0% | 0.00% | 0.0% | ||
| BLV | VANGUARD BD INDEX FDSlong term bond | $8,248 | -10.5% | 123 | 0.0% | 0.00% | 0.0% | |
| BWX | SPDR SER TRbloomberg intl t | $5,692 | -5.8% | 268 | 0.0% | 0.00% | 0.0% | |
| XSLV | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $4,496 | -1.0% | 114 | 0.0% | 0.00% | 0.0% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $7,611 | -10.4% | 324 | 0.0% | 0.00% | 0.0% | |
| FTXO | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $9,095 | -2.6% | 440 | 0.0% | 0.00% | 0.0% | |
| DTN | WISDOMTREE TRus ai enhanced | $5,189 | -4.9% | 58 | 0.0% | 0.00% | 0.0% | |
| MID | Sell | AMERICAN CENTY ETF TRmid cap grw imp | $4,917 | -17.1% | 110 | -12.0% | 0.00% | 0.0% |
| LIT | GLOBAL X FDSlithium btry etf | $7,172 | -15.4% | 130 | 0.0% | 0.00% | 0.0% | |
| ISHG | ISHARES TR3yrtb etf | $5,406 | -2.4% | 80 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES TRgl clean ene etf | $6,579 | -20.5% | 450 | 0.0% | 0.00% | 0.0% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $5,329 | -16.7% | 125 | 0.0% | 0.00% | 0.0% | |
| NUBD | Sell | NUSHARES ETF TRnuveen esg us | $7,026 | -93.7% | 333 | -93.4% | 0.00% | -94.1% |
| IYLD | ISHARES TRmrngstr inc etf | $1,180 | -2.5% | 62 | 0.0% | 0.00% | – | |
| XHB | Exit | SPDR SER TRs&p homebuild | $0 | – | -11 | -100.0% | 0.00% | – |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $1,971 | -4.3% | 70 | +900.0% | 0.00% | – |
| PXH | INVESCO EXCH TRADED FD TR IIftse rafi emng | $1,016 | -4.3% | 57 | 0.0% | 0.00% | – | |
| DEM | WISDOMTREE TRemer mkt high fd | $2,923 | -2.1% | 78 | 0.0% | 0.00% | – | |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $1,413 | – | 37 | +100.0% | 0.00% | – |
| IEI | ISHARES TR3 7 yr treas bd | $679 | -1.9% | 6 | 0.0% | 0.00% | – | |
| DGRW | WISDOMTREE TRus qtly div grt | $2,406 | -4.5% | 38 | 0.0% | 0.00% | – | |
| SIZE | Sell | ISHARES TRmsci usa sze ft | $118 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| VLUE | ISHARES TRmsci usa value | $3,290 | -2.5% | 36 | 0.0% | 0.00% | -100.0% | |
| YOLO | ADVISORSHARES TRpure cannabis | $31 | +34.8% | 9 | 0.0% | 0.00% | – | |
| MSOS | ADVISORSHARES TRpure us cannabis | $56 | +43.6% | 7 | 0.0% | 0.00% | – | |
| USHY | ISHARES TRbroad usd high | $3,054 | -1.7% | 88 | 0.0% | 0.00% | – | |
| IDRV | ISHARES TRself drivng ev | $3,310 | -9.1% | 89 | 0.0% | 0.00% | -100.0% | |
| CALF | Exit | PACER FDS TRpacer us small | $0 | – | -17 | -100.0% | 0.00% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -20 | -100.0% | 0.00% | – |
| SPHB | Exit | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $0 | – | -18 | -100.0% | 0.00% | – |
| CWB | Exit | SPDR SER TRbbg conv sec etf | $0 | – | -16 | -100.0% | 0.00% | – |
| VTWG | Sell | VANGUARD SCOTTSDALE FDSvng rus2000grw | $1,631 | -45.6% | 10 | -41.2% | 0.00% | – |
| BNDW | New | VANGUARD SCOTTSDALE FDStotal wld bd etf | $1,990 | – | 30 | +100.0% | 0.00% | – |
| ZROZ | Exit | PIMCO ETF TR25yr+ zero u s | $0 | – | -70 | -100.0% | -0.00% | – |
| SMLV | Exit | SPDR SER TRssga us smal etf | $0 | – | -50 | -100.0% | -0.00% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -316 | -100.0% | -0.00% | – |
| BLOK | Exit | AMPLIFY ETF TRblockchain ldr | $0 | – | -500 | -100.0% | -0.00% | – |
| NLR | Exit | VANECK ETF TRUSTuranium pls nucl | $0 | – | -338 | -100.0% | -0.00% | – |
| ICOW | Exit | PACER FDS TRdeveloped mrkt | $0 | – | -1,000 | -100.0% | -0.00% | – |
| HYLS | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $0 | – | -1,401 | -100.0% | -0.01% | – |
| KRE | Exit | SPDR SER TRs&p regl bkg | $0 | – | -1,500 | -100.0% | -0.01% | – |
| EMLP | Exit | FIRST TR EXCHANGE-TRADED FDno amer energy | $0 | – | -2,412 | -100.0% | -0.01% | – |
| NUDM | Exit | NUSHARES ETF TRnuveen esg intl | $0 | – | -2,203 | -100.0% | -0.01% | – |
| DNP | Exit | DNP SELECT INCOME FD INC | $0 | – | -10,300 | -100.0% | -0.02% | – |
| UDEC | Exit | INNOVATOR ETFS TRus eqty ultra b | $0 | – | -3,443 | -100.0% | -0.02% | – |
| IGD | Exit | VOYA GLBL EQTY DIV & PREM OP | $0 | – | -21,804 | -100.0% | -0.02% | – |
| FTSL | Exit | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $0 | – | -3,528 | -100.0% | -0.02% | – |
| FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -4,400 | -100.0% | -0.03% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -831 | -100.0% | -0.03% | – |
| DIVO | Exit | AMPLIFY ETF TRcwp enhanced div | $0 | – | -5,663 | -100.0% | -0.03% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -4,438 | -100.0% | -0.03% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -3,874 | -100.0% | -0.03% | – |
| TGT | Exit | TARGET CORP | $0 | – | -1,796 | -100.0% | -0.04% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -3,205 | -100.0% | -0.04% | – |
| ILTB | Exit | ISHARES TRcore lt usdb etf | $0 | – | -6,844 | -100.0% | -0.05% | – |
| LQDH | Exit | ISHARES U S ETF TRint rt hdg c b | $0 | – | -3,863 | -100.0% | -0.05% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -6,978 | -100.0% | -0.21% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -20,312 | -100.0% | -0.29% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -17,527 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PACER FDS TR | 24 | Q3 2023 | 20.7% |
| ISHARES TR | 24 | Q3 2023 | 6.8% |
| ISHARES TR | 24 | Q3 2023 | 5.5% |
| ISHARES TR | 24 | Q3 2023 | 4.8% |
| VANGUARD SPECIALIZED FUNDS | 24 | Q3 2023 | 3.4% |
| PROSHARES TR | 24 | Q3 2023 | 3.4% |
| ISHARES TR | 24 | Q3 2023 | 2.3% |
| ISHARES TR | 24 | Q3 2023 | 1.8% |
| APPLE INC | 24 | Q3 2023 | 2.9% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 3.5% |
View WealthShield Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
View WealthShield Partners, 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.