$608 Million is the total value of WealthShield Partners, LLC's 474 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 17.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $43,464,011 | +15.4% | 90,999 | +4.2% | 7.15% | +26.0% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $19,790,459 | +6.2% | 535,456 | -2.4% | 3.26% | +16.0% |
| Sell | ISHARES TR20+ year tr bd | $14,871,901 | -11.5% | 541,387 | -6.9% | 2.45% | -3.4% | |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $14,695,477 | +19.2% | 177,087 | +4.5% | 2.42% | +30.3% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $10,952,360 | +13.4% | 42,204 | -0.9% | 1.80% | +23.8% |
| AAPL | Sell | APPLE INC | $10,684,616 | +4.7% | 55,496 | -6.9% | 1.76% | +14.4% |
| DGRO | Sell | ISHARES TRcore div grwth | $10,323,512 | -3.4% | 191,816 | -10.4% | 1.70% | +5.5% |
| IUSB | Sell | ISHARES TRcore total usd | $9,908,862 | -34.0% | 215,083 | -37.3% | 1.63% | -27.9% |
| MSFT | Sell | MICROSOFT CORP | $9,567,636 | +7.8% | 25,443 | -9.5% | 1.58% | +17.8% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $9,161,949 | +3.1% | 317,242 | -4.8% | 1.51% | +12.6% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $8,931,878 | -60.0% | 59,745 | -63.1% | 1.47% | -56.4% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $8,550,742 | +14.2% | 58,075 | +2.7% | 1.41% | +24.7% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,957,136 | +5.4% | 46,697 | -3.5% | 1.31% | +15.1% |
| MUB | Sell | ISHARES TRnational mun etf | $7,630,735 | -28.9% | 70,388 | -32.8% | 1.26% | -22.3% |
| EFV | Sell | ISHARES TReafe value etf | $7,579,612 | -10.0% | 145,482 | -15.5% | 1.25% | -1.7% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $7,316,688 | +10.4% | 104,375 | +1.5% | 1.20% | +20.6% |
| MGV | Sell | VANGUARD WORLD FDmega cap val etf | $7,224,763 | +4.5% | 66,058 | -3.1% | 1.19% | +14.1% |
| ESGU | Sell | ISHARES TResg awr msci usa | $6,473,073 | -0.4% | 61,695 | -10.5% | 1.06% | +8.7% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $6,211,785 | +0.0% | 77,502 | -10.6% | 1.02% | +9.2% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $5,953,252 | +17.6% | 81,129 | +3.9% | 0.98% | +28.4% |
| AMZN | Sell | AMAZON COM INC | $5,840,270 | -1.2% | 38,438 | -17.4% | 0.96% | +7.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $5,748,347 | +18.6% | 33,794 | +1.1% | 0.95% | +29.6% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $5,587,593 | -7.5% | 119,854 | -12.3% | 0.92% | +1.0% |
| EFG | Sell | ISHARES TReafe grwth etf | $5,416,901 | -31.6% | 55,931 | -39.0% | 0.89% | -25.2% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $5,396,213 | +19.0% | 64,773 | +3.3% | 0.89% | +29.8% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $5,299,552 | +10.7% | 27,533 | -5.7% | 0.87% | +20.9% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $5,300,230 | +13.9% | 70,044 | +4.1% | 0.87% | +24.4% |
| HD | Buy | HOME DEPOT INC | $5,282,111 | +36.6% | 15,242 | +19.1% | 0.87% | +49.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $5,220,215 | -4.3% | 37,370 | -10.4% | 0.86% | +4.5% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $5,030,339 | -3.2% | 52,840 | -10.0% | 0.83% | +5.7% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $5,024,637 | -6.7% | 66,906 | -14.7% | 0.83% | +1.8% |
| IEMG | Sell | ISHARES INCcore msci emkt | $4,912,116 | -32.2% | 97,116 | -36.2% | 0.81% | -26.0% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,578,641 | -72.0% | 14,728 | -75.4% | 0.75% | -69.4% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $4,529,435 | +15.6% | 54,160 | +1.3% | 0.74% | +26.3% |
| FB | Sell | META PLATFORMS INCcl a | $4,273,005 | +7.0% | 12,072 | -9.3% | 0.70% | +16.8% |
| IWC | Buy | ISHARES TRmicro-cap etf | $4,238,098 | +19.6% | 36,526 | +3.6% | 0.70% | +30.7% |
| Sell | ISHARES TRinvt grd corp bd | $4,234,143 | -18.9% | 142,756 | -13.8% | 0.70% | -11.4% | |
| NVDA | Sell | NVIDIA CORPORATION | $4,020,126 | +13.8% | 8,118 | -0.0% | 0.66% | +24.4% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,684,314 | +16.5% | 23,348 | +4.6% | 0.61% | +27.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,556,112 | +39.0% | 6,755 | +33.2% | 0.58% | +51.9% |
| MBB | Sell | ISHARES TRmbs etf | $3,395,047 | -2.6% | 36,087 | -8.1% | 0.56% | +6.5% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $3,371,816 | +76.7% | 16,009 | +46.1% | 0.56% | +93.4% |
| IYW | Buy | ISHARES TRu.s. tech etf | $3,334,381 | +48.6% | 27,164 | +27.1% | 0.55% | +62.4% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $3,234,795 | +9.0% | 51,765 | +0.9% | 0.53% | +19.0% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $3,222,970 | -10.7% | 13,971 | -22.2% | 0.53% | -2.6% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $3,196,495 | -14.4% | 30,706 | -21.7% | 0.53% | -6.6% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $3,186,014 | -42.3% | 10,509 | -49.2% | 0.52% | -37.0% |
| OEF | New | ISHARES TRs&p 100 etf | $3,153,373 | – | 14,116 | +100.0% | 0.52% | – |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $3,089,185 | -29.8% | 17,165 | -37.8% | 0.51% | -23.5% |
| WMT | Buy | WALMART INC | $3,044,500 | +10.5% | 19,243 | +11.7% | 0.50% | +20.7% |
| V | Buy | VISA INC | $3,046,007 | +15.6% | 11,700 | +2.2% | 0.50% | +26.2% |
| IDEV | Sell | ISHARES TRcore msci intl | $3,034,354 | +5.2% | 47,665 | -3.7% | 0.50% | +14.7% |
| PANW | New | PALO ALTO NETWORKS INC | $3,033,136 | – | 10,286 | +100.0% | 0.50% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,932,924 | +33.0% | 27,094 | +16.5% | 0.48% | +45.5% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $2,881,639 | -8.5% | 19,872 | -17.4% | 0.47% | -0.2% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $2,809,149 | +56.3% | 21,873 | +33.9% | 0.46% | +70.5% |
| AVGO | Buy | BROADCOM INC | $2,803,647 | +44.8% | 2,512 | +7.8% | 0.46% | +57.9% |
| IQV | Buy | IQVIA HLDGS INC | $2,791,368 | +60.4% | 12,064 | +36.4% | 0.46% | +75.2% |
| TJX | Buy | TJX COS INC NEW | $2,781,847 | +16.4% | 29,654 | +10.3% | 0.46% | +27.2% |
| CVX | Buy | CHEVRON CORP NEW | $2,747,986 | +75.1% | 18,423 | +97.9% | 0.45% | +90.7% |
| TFLO | Sell | ISHARES TRtrs flt rt bd | $2,713,974 | -10.9% | 53,774 | -10.4% | 0.45% | -2.6% |
| CME | Buy | CME GROUP INC | $2,624,214 | +25.9% | 12,159 | +16.8% | 0.43% | +37.6% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $2,592,533 | -7.0% | 34,320 | -14.9% | 0.43% | +1.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,596,190 | +110.1% | 3,846 | +75.9% | 0.43% | +129.6% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $2,579,289 | -7.9% | 11,747 | -18.3% | 0.42% | +0.7% |
| AGG | Sell | ISHARES TRcore us aggbd et | $2,533,555 | -20.9% | 25,527 | -25.0% | 0.42% | -13.7% |
| MRK | Buy | MERCK & CO INC | $2,515,638 | +16.0% | 22,913 | +9.5% | 0.41% | +26.6% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $2,474,297 | +7.9% | 38,031 | -1.6% | 0.41% | +18.0% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $2,471,147 | +11.4% | 32,809 | +0.1% | 0.41% | +21.9% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $2,466,705 | +108.4% | 52,483 | +93.8% | 0.41% | +128.1% |
| LLY | Buy | ELI LILLY & CO | $2,468,666 | +122.4% | 4,235 | +104.9% | 0.41% | +143.1% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $2,460,701 | +0.3% | 99,262 | -3.1% | 0.40% | +9.5% |
| CRM | Sell | SALESFORCE INC | $2,406,152 | -35.0% | 9,144 | -49.9% | 0.40% | -29.0% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $2,403,474 | -14.1% | 9,826 | -28.7% | 0.40% | -5.9% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $2,338,538 | +12.7% | 49,503 | -1.1% | 0.38% | +23.0% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $2,308,354 | -27.1% | 23,345 | -34.6% | 0.38% | -20.3% |
| EDIV | Buy | SPDR INDEX SHS FDSs&p em mkt div | $2,292,400 | +9.9% | 70,492 | +0.6% | 0.38% | +20.1% |
| DWX | Sell | SPDR INDEX SHS FDSs&p intl etf | $2,264,677 | +4.0% | 63,704 | -3.8% | 0.37% | +13.7% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $2,251,108 | +23.9% | 20,343 | +14.3% | 0.37% | +35.4% |
| ETN | Sell | EATON CORP PLC | $2,244,585 | +5.1% | 9,321 | -6.9% | 0.37% | +14.6% |
| BA | Buy | BOEING CO | $2,220,205 | +973.9% | 8,518 | +689.4% | 0.36% | +1077.4% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,202,586 | -0.4% | 4,616 | -10.4% | 0.36% | +9.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,139,843 | +24.5% | 56,760 | +7.1% | 0.35% | +35.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,124,663 | -22.2% | 13,555 | -22.6% | 0.35% | -14.8% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $2,115,382 | +11.6% | 37,507 | +0.1% | 0.35% | +21.7% |
| SCHW | Buy | SCHWAB CHARLES CORP | $2,093,025 | +36.4% | 30,422 | +8.9% | 0.34% | +48.9% |
| MPC | Buy | MARATHON PETE CORP | $2,089,420 | +1.9% | 14,083 | +3.9% | 0.34% | +11.3% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $2,004,044 | +9210.7% | 20,791 | +8747.2% | 0.33% | +10900.0% |
| MCD | Sell | MCDONALDS CORP | $1,979,505 | +11.0% | 6,676 | -1.4% | 0.33% | +21.2% |
| UNP | Buy | UNION PAC CORP | $1,959,438 | +35.1% | 7,978 | +12.0% | 0.32% | +47.5% |
| AMD | New | ADVANCED MICRO DEVICES INC | $1,963,943 | – | 13,323 | +100.0% | 0.32% | – |
| EMXC | New | ISHARES INCmsci emrg chn | $1,963,730 | – | 35,440 | +100.0% | 0.32% | – |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $1,916,852 | +1186.6% | 17,706 | +1070.3% | 0.32% | +1331.8% |
| CSCO | Sell | CISCO SYS INC | $1,870,756 | -28.6% | 37,030 | -24.0% | 0.31% | -22.0% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,825,070 | +8.1% | 18,807 | -1.6% | 0.30% | +18.1% |
| AMGN | Buy | AMGEN INC | $1,802,141 | +127.3% | 6,257 | +112.1% | 0.30% | +149.6% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $1,784,994 | -23.4% | 21,758 | -24.4% | 0.29% | -16.2% |
| SPGI | Sell | S&P GLOBAL INC | $1,771,331 | -17.1% | 4,021 | -31.2% | 0.29% | -9.3% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $1,764,961 | +2143.3% | 31,574 | +1917.5% | 0.29% | +2316.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,742,641 | -14.7% | 4,886 | -16.2% | 0.29% | -6.8% |
| Buy | WISDOMTREE TRfloatng rat trea | $1,720,638 | +323.1% | 34,248 | +323.8% | 0.28% | +363.9% | |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,713,789 | +723.3% | 23,301 | +681.1% | 0.28% | +809.7% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,667,849 | +68.1% | 32,671 | +58.4% | 0.28% | +84.6% |
| STE | Buy | STERIS PLC | $1,664,484 | +3.8% | 7,571 | +3.6% | 0.27% | +13.2% |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $1,659,454 | -1.6% | 37,904 | -10.2% | 0.27% | +7.5% |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,613,676 | -43.1% | 20,680 | -46.9% | 0.27% | -37.7% |
| HAL | Buy | HALLIBURTON CO | $1,610,049 | -6.4% | 44,538 | +4.8% | 0.26% | +2.3% |
| PEP | Sell | PEPSICO INC | $1,579,776 | -0.6% | 9,233 | -1.6% | 0.26% | +8.3% |
| APD | Sell | AIR PRODS & CHEMS INC | $1,573,425 | -9.2% | 5,710 | -6.1% | 0.26% | -0.8% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,567,966 | +14.4% | 9,017 | +1.8% | 0.26% | +25.2% |
| LMT | New | LOCKHEED MARTIN CORP | $1,561,941 | – | 3,446 | +100.0% | 0.26% | – |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $1,546,722 | -6.2% | 4,925 | -18.3% | 0.26% | +2.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,493,889 | +1.9% | 10,194 | +1.5% | 0.25% | +11.3% |
| DRI | Buy | DARDEN RESTAURANTS INC | $1,477,097 | +32.0% | 8,990 | +15.0% | 0.24% | +43.8% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,450,267 | +14.7% | 31,102 | +1.5% | 0.24% | +25.1% |
| FISV | Sell | FISERV INC | $1,414,746 | +9.1% | 10,650 | -7.2% | 0.23% | +19.5% |
| ESGE | Sell | ISHARES INCesg awr msci em | $1,402,937 | -31.8% | 43,760 | -35.6% | 0.23% | -25.5% |
| ICSH | Buy | ISHARES TRblackrock ultra | $1,307,648 | +262.8% | 25,966 | +263.0% | 0.22% | +298.1% |
| IXUS | New | ISHARES TRcore msci total | $1,295,522 | – | 19,953 | +100.0% | 0.21% | – |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $1,285,256 | +18.8% | 32,871 | +5.8% | 0.21% | +30.1% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $1,275,007 | +7.6% | 16,748 | -0.0% | 0.21% | +17.3% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,267,607 | -14.6% | 6,795 | -26.9% | 0.21% | -6.7% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $1,251,242 | -14.1% | 33,278 | -24.2% | 0.21% | -6.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $1,232,930 | -37.9% | 7,461 | -42.6% | 0.20% | -32.1% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $1,234,462 | +23.7% | 21,281 | +14.2% | 0.20% | +35.3% |
| UAUG | Buy | INNOVATOR ETFS TRus eqt ultra bf | $1,192,804 | +74.9% | 38,803 | +63.1% | 0.20% | +90.3% |
| NULG | Sell | NUSHARES ETF TRnuveen esg lrgcp | $1,181,072 | -25.3% | 16,991 | -35.6% | 0.19% | -18.5% |
| SUSC | Buy | ISHARES TResg awre usd etf | $1,161,033 | +14.9% | 49,894 | +7.4% | 0.19% | +25.7% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,145,646 | +14.1% | 10,046 | +1.5% | 0.19% | +25.2% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,150,532 | -30.4% | 26,238 | -29.6% | 0.19% | -24.1% |
| DVN | Buy | DEVON ENERGY CORP NEW | $1,135,501 | +1.2% | 25,066 | +6.6% | 0.19% | +10.7% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,138,788 | +11.8% | 14,375 | +2.3% | 0.19% | +21.4% |
| TFC | Buy | TRUIST FINL CORP | $1,138,882 | +29.2% | 30,847 | +0.1% | 0.19% | +40.6% |
| GLD | Buy | SPDR GOLD TR | $1,130,579 | +13.8% | 5,914 | +2.1% | 0.19% | +24.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,121,072 | -53.2% | 4,045 | -57.7% | 0.18% | -48.8% |
| PCEF | Sell | INVESCO EXCH TRADED FD TR II | $1,112,227 | -2.5% | 61,928 | -7.1% | 0.18% | +6.4% |
| DON | Buy | WISDOMTREE TRus midcap divid | $1,112,301 | +12.5% | 24,334 | +0.8% | 0.18% | +22.8% |
| KO | Sell | COCA COLA CO | $1,091,700 | -2.9% | 18,525 | -7.0% | 0.18% | +6.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,094,603 | +8.2% | 7,767 | +1.3% | 0.18% | +18.4% |
| NULV | Sell | NUSHARES ETF TRnuveen esg lrgvl | $1,085,164 | -34.0% | 30,219 | -38.2% | 0.18% | -27.8% |
| IFRA | Buy | ISHARES TRus infrastruc | $1,071,601 | +12.5% | 26,610 | +2.8% | 0.18% | +22.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,062,358 | -56.2% | 5,293 | -61.2% | 0.18% | -52.1% |
| JQUA | Buy | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $999,039 | +72.1% | 20,870 | +55.5% | 0.16% | +88.5% |
| IJT | ISHARES TRs&p sml 600 gwt | $981,848 | +13.7% | 7,846 | 0.0% | 0.16% | +24.6% | |
| PHB | Sell | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $965,386 | -1.1% | 53,248 | -6.9% | 0.16% | +8.2% |
| DLR | New | DIGITAL RLTY TR INC | $965,906 | – | 7,113 | +100.0% | 0.16% | – |
| BOND | Sell | PIMCO ETF TRactive bd etf | $964,340 | -69.6% | 10,397 | -71.1% | 0.16% | -66.7% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $953,313 | +18.1% | 16,981 | +9.1% | 0.16% | +28.7% |
| CTRE | Buy | CARETRUST REIT INC | $937,368 | +22.4% | 41,367 | +12.2% | 0.15% | +33.9% |
| WDIV | Buy | SPDR INDEX SHS FDSs&p glbdiv etf | $926,884 | +13.1% | 15,328 | +2.1% | 0.15% | +24.4% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $925,254 | -63.3% | 8,776 | -64.2% | 0.15% | -60.0% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $904,084 | +16.6% | 8,772 | +1.5% | 0.15% | +27.4% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $888,013 | +7.5% | 14,022 | 0.0% | 0.15% | +16.8% | |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $862,338 | +17.9% | 25,566 | +10.7% | 0.14% | +29.1% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $849,008 | +10.5% | 8,447 | -0.7% | 0.14% | +20.7% |
| EFA | Sell | ISHARES TRmsci eafe etf | $845,201 | +4.1% | 11,217 | -4.8% | 0.14% | +13.9% |
| IXC | New | ISHARES TRglobal energ etf | $835,937 | – | 21,374 | +100.0% | 0.14% | – |
| XOM | Sell | EXXON MOBIL CORP | $838,493 | -19.5% | 8,387 | -5.3% | 0.14% | -12.1% |
| IGM | ISHARES TRexpnd tec sc etf | $806,724 | +17.1% | 1,800 | 0.0% | 0.13% | +27.9% | |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $803,160 | -3.7% | 3,322 | -14.7% | 0.13% | +4.8% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $790,733 | -21.6% | 23,250 | -28.5% | 0.13% | -14.5% |
| VOO | Sell | VANGUARD INDEX FDS | $779,827 | -37.9% | 1,785 | -44.0% | 0.13% | -32.3% |
| TIP | Sell | ISHARES TRtips bd etf | $776,185 | -25.7% | 7,221 | -28.3% | 0.13% | -18.5% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $777,470 | -5.4% | 1,897 | -17.1% | 0.13% | +3.2% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $769,366 | +17.8% | 15,245 | +17.2% | 0.13% | +29.6% |
| NUMV | Sell | NUSHARES ETF TRnuveen esg midvl | $771,973 | -6.8% | 24,476 | -16.0% | 0.13% | +1.6% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $747,527 | -8.4% | 3,151 | -18.0% | 0.12% | 0.0% |
| NUMG | Sell | NUSHARES ETF TRnuveen esg midcp | $738,532 | -6.6% | 17,447 | -19.1% | 0.12% | +2.5% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $740,722 | +14.8% | 23,013 | +0.6% | 0.12% | +25.8% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $737,988 | -7.0% | 7,013 | -16.4% | 0.12% | +0.8% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $722,304 | +10.0% | 20,520 | -0.5% | 0.12% | +20.2% |
| ABBV | Sell | ABBVIE INC | $723,962 | +0.2% | 4,672 | -3.6% | 0.12% | +9.2% |
| GOVT | Sell | ISHARES TRus treas bd etf | $722,756 | -62.0% | 31,370 | -63.7% | 0.12% | -58.5% |
| URA | Buy | GLOBAL X FDSglobal x uranium | $715,960 | +55.3% | 24,416 | +43.2% | 0.12% | +71.0% |
| IDXX | IDEXX LABS INC | $710,464 | +26.9% | 1,280 | 0.0% | 0.12% | +39.3% | |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $708,127 | +0.8% | 7,951 | -6.6% | 0.12% | +10.4% |
| Sell | DIMENSIONAL ETF TRUST | $696,613 | -6.6% | 16,430 | -11.1% | 0.12% | +2.7% | |
| PID | Buy | INVESCO EXCHANGE TRADED FD Tintl divi achi | $664,249 | +12.5% | 35,988 | +1.8% | 0.11% | +22.5% |
| QCOM | Sell | QUALCOMM INC | $664,605 | +26.9% | 4,595 | -2.6% | 0.11% | +38.0% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $653,548 | -79.8% | 13,644 | -81.6% | 0.11% | -77.9% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $649,446 | +7.7% | 7,350 | -6.9% | 0.11% | +17.6% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $645,330 | -2.4% | 16,049 | -7.9% | 0.11% | +6.0% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $635,074 | +6.7% | 6,975 | -4.2% | 0.10% | +16.7% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $624,655 | +13.9% | 30,162 | -2.4% | 0.10% | +24.1% |
| IEFA | Sell | ISHARES TRcore msci eafe | $591,503 | -94.4% | 8,408 | -94.8% | 0.10% | -93.9% |
| HDV | Sell | ISHARES TRcore high dv etf | $584,505 | -2.5% | 5,731 | -4.5% | 0.10% | +6.7% |
| NFJ | Sell | VIRTUS DIVIDEND INTEREST & P | $570,490 | +10.9% | 45,277 | -0.3% | 0.09% | +20.5% |
| TSLA | Sell | TESLA INC | $563,304 | -5.8% | 2,267 | -5.1% | 0.09% | +3.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $567,591 | -60.8% | 13,810 | -62.6% | 0.09% | -57.3% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $555,614 | +9.6% | 1,091 | -1.4% | 0.09% | +19.7% |
| PFE | Sell | PFIZER INC | $554,414 | -18.7% | 19,257 | -6.3% | 0.09% | -11.7% |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $555,090 | +8.7% | 3,512 | +0.7% | 0.09% | +18.2% |
| ASGI | Buy | ABRDN GLOBAL INFRA INCOME FU | $544,563 | +14.2% | 30,153 | +1.8% | 0.09% | +25.0% |
| USCI | Sell | UNITED STS COMMODITY INDEX F | $547,098 | -6.5% | 9,721 | -1.7% | 0.09% | +2.3% |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $526,971 | +5.0% | 7,316 | -2.5% | 0.09% | +14.5% |
| BAC | Buy | BANK AMERICA CORP | $511,004 | +36.8% | 15,177 | +11.2% | 0.08% | +50.0% |
| Buy | PIMCO ETF TR | $506,807 | +39.7% | 11,122 | +31.6% | 0.08% | +50.9% | |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $495,564 | +29.8% | 3,450 | +11.0% | 0.08% | +41.4% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $497,512 | +1.2% | 21,556 | -2.0% | 0.08% | +10.8% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $496,887 | -18.8% | 9,684 | -8.1% | 0.08% | -10.9% |
| WFC | Buy | WELLS FARGO CO NEW | $487,822 | +21.7% | 9,911 | +1.0% | 0.08% | +33.3% |
| UJUL | Sell | INNOVATOR ETFS TRus eqt ultra bf | $478,073 | -3.9% | 15,778 | -10.5% | 0.08% | +5.3% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $480,083 | +0.2% | 3,060 | -10.6% | 0.08% | +9.7% |
| DBP | Sell | INVESCO DB MULTI-SECTOR COMMprecious metal | $463,936 | -50.6% | 9,288 | -53.0% | 0.08% | -46.5% |
| KMLM | Sell | KRANESHARES TRkfa mount lucas | $463,800 | -69.3% | 16,093 | -65.3% | 0.08% | -66.5% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $459,583 | +7.7% | 2,923 | +6.8% | 0.08% | +18.8% |
| PWS | Sell | PACER FDS TRwealthshield | $457,150 | -78.2% | 16,801 | -78.9% | 0.08% | -76.3% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $443,388 | +0.2% | 15,169 | -10.2% | 0.07% | +9.0% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $441,086 | -27.7% | 5,701 | -29.8% | 0.07% | -20.7% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $446,520 | +57.2% | 5,770 | +49.8% | 0.07% | +69.8% |
| IWR | Sell | ISHARES TRrus mid cap etf | $442,439 | -18.8% | 5,692 | -27.4% | 0.07% | -11.0% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $431,510 | +16.4% | 11,510 | +2.4% | 0.07% | +26.8% |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $433,025 | +8.6% | 8,605 | +1.3% | 0.07% | +18.3% | |
| VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $431,928 | +10.4% | 1,991 | -0.9% | 0.07% | +20.3% |
| BTZ | New | BLACKROCK CR ALLOCATION INCO | $418,786 | – | 40,580 | +100.0% | 0.07% | – |
| RMT | Buy | ROYCE MICRO-CAP TR INC | $408,667 | +15.0% | 44,228 | +3.0% | 0.07% | +24.1% |
| EUSA | Buy | ISHARES INCmsci equal weite | $393,322 | +27.0% | 4,658 | +13.6% | 0.06% | +38.3% |
| PWV | Buy | INVESCO EXCHANGE TRADED FD Tlarge cap value | $394,656 | +8.7% | 7,778 | +0.3% | 0.06% | +18.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $389,977 | +10.5% | 2,384 | -5.2% | 0.06% | +20.8% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $387,899 | -69.6% | 8,156 | -70.3% | 0.06% | -66.7% |
| PWR | New | QUANTA SVCS INC | $375,217 | – | 1,738 | +100.0% | 0.06% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $379,485 | – | 3,299 | +100.0% | 0.06% | – |
| YUM | Sell | YUM BRANDS INC | $363,888 | +3.5% | 2,785 | -1.1% | 0.06% | +13.2% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $363,728 | +12.5% | 963 | 0.0% | 0.06% | +22.4% | |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $358,300 | +0.4% | 14,162 | -5.4% | 0.06% | +9.3% |
| PM | Sell | PHILIP MORRIS INTL INC | $358,039 | +0.8% | 3,754 | -0.8% | 0.06% | +9.3% |
| CVS | Buy | CVS HEALTH CORP | $355,167 | +16.8% | 4,498 | +3.2% | 0.06% | +26.1% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $339,622 | +48.9% | 5,520 | +34.4% | 0.06% | +64.7% |
| T | Sell | AT&T INC | $331,685 | +6.9% | 19,767 | -4.3% | 0.06% | +17.0% |
| FTSM | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $326,281 | -0.0% | 5,469 | 0.0% | 0.05% | +10.2% | |
| RYLD | Buy | GLOBAL X FDSrussell 2000 | $320,517 | +1.2% | 18,958 | +2.1% | 0.05% | +10.4% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $322,342 | -6.9% | 1,511 | -17.5% | 0.05% | +1.9% |
| INTC | Sell | INTEL CORP | $323,736 | +18.1% | 6,443 | -16.4% | 0.05% | +29.3% |
| DGX | QUEST DIAGNOSTICS INC | $317,538 | +13.1% | 2,303 | 0.0% | 0.05% | +23.8% | |
| EMNT | Buy | PIMCO ETF TRenhancd short | $314,980 | +9.5% | 3,200 | +9.1% | 0.05% | +20.9% |
| SMB | Sell | VANECK ETF TRUSTvaneck shrt muni | $309,385 | +1.8% | 18,085 | -0.7% | 0.05% | +10.9% |
| ADBE | Sell | ADOBE INC | $307,249 | +3.2% | 515 | -11.8% | 0.05% | +13.3% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $312,756 | -2.7% | 7,459 | -2.7% | 0.05% | +6.2% |
| CAT | Sell | CATERPILLAR INC | $303,556 | -23.3% | 1,027 | -29.1% | 0.05% | -16.7% |
| FCNCA | New | FIRST CTZNS BANCSHARES INC Ncl a | $295,146 | – | 208 | +100.0% | 0.05% | – |
| BJUN | INNOVATOR ETFS TRus eqty bufr jun | $296,283 | +8.8% | 8,300 | 0.0% | 0.05% | +19.5% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $293,062 | +11.3% | 4,545 | 0.0% | 0.05% | +20.0% | |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $287,242 | +6.6% | 2,356 | -1.6% | 0.05% | +14.6% |
| ABT | Sell | ABBOTT LABS | $287,577 | -4.7% | 2,613 | -16.2% | 0.05% | +4.4% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $288,270 | -36.5% | 2,802 | -42.5% | 0.05% | -30.9% |
| IYR | Buy | ISHARES TRu.s. real es etf | $281,908 | +69.1% | 3,084 | +46.2% | 0.05% | +84.0% |
| OXY | Buy | OCCIDENTAL PETE CORP | $266,113 | -4.4% | 4,444 | +3.8% | 0.04% | +4.8% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $269,276 | +11.7% | 4,837 | 0.0% | 0.04% | +22.2% | |
| PPL | Sell | PPL CORP | $262,945 | -4.2% | 9,618 | -16.6% | 0.04% | +4.9% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $252,793 | -93.9% | 2,420 | -94.7% | 0.04% | -93.3% |
| ITA | Buy | ISHARES TRus aer def etf | $256,618 | +51.0% | 2,027 | +26.7% | 0.04% | +61.5% |
| RY | ROYAL BK CDA | $253,624 | +15.7% | 2,508 | 0.0% | 0.04% | +27.3% | |
| SBUX | Buy | STARBUCKS CORP | $246,985 | +19.7% | 2,572 | +13.8% | 0.04% | +32.3% |
| SGOV | Sell | ISHARES TR0-3 mnth treasry | $247,667 | -91.7% | 2,470 | -91.7% | 0.04% | -90.9% |
| FDX | FEDEX CORP | $250,225 | -4.5% | 984 | 0.0% | 0.04% | +5.1% | |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $249,965 | -12.6% | 14,826 | -17.2% | 0.04% | -4.7% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $241,208 | +47.9% | 3,778 | +33.1% | 0.04% | +60.0% |
| Sell | GENERAL ELECTRIC CO | $244,151 | +14.7% | 1,912 | -0.6% | 0.04% | +25.0% | |
| ACWX | ISHARES TRmsci acwi ex us | $243,155 | +8.6% | 4,764 | 0.0% | 0.04% | +17.6% | |
| TGT | New | TARGET CORP | $235,218 | – | 1,652 | +100.0% | 0.04% | – |
| IWS | Sell | ISHARES TRrus mdcp val etf | $234,324 | -94.6% | 2,015 | -95.2% | 0.04% | -94.1% |
| SHM | SPDR SER TRnuveen blmbrg sh | $228,532 | +3.4% | 4,782 | 0.0% | 0.04% | +15.2% | |
| BX | New | BLACKSTONE INC | $231,010 | – | 1,765 | +100.0% | 0.04% | – |
| DIS | New | DISNEY WALT CO | $230,015 | – | 2,539 | +100.0% | 0.04% | – |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $231,138 | +142.2% | 2,844 | +126.4% | 0.04% | +171.4% |
| BP | Buy | BP PLCsponsored adr | $231,587 | -7.2% | 6,542 | +1.5% | 0.04% | 0.0% |
| DIM | Buy | WISDOMTREE TRintl midcap dv | $223,211 | +50.6% | 3,673 | +39.2% | 0.04% | +68.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $224,771 | -4.3% | 527 | -11.1% | 0.04% | +5.7% |
| NEE | Sell | NEXTERA ENERGY INC | $227,077 | -3.9% | 3,739 | -9.4% | 0.04% | +2.8% |
| QQQX | Buy | NUVEEN NASDAQ 100 DYNAMIC OV | $224,925 | +2.3% | 9,716 | +1.2% | 0.04% | +12.1% |
| LOW | Sell | LOWES COS INC | $220,274 | +2.3% | 990 | -4.4% | 0.04% | +12.5% |
| XMPT | Buy | VANECK ETF TRUST | $204,417 | +18.2% | 9,651 | +5.5% | 0.03% | +30.8% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $204,461 | -62.2% | 879 | -66.2% | 0.03% | -58.5% |
| MO | Sell | ALTRIA GROUP INC | $209,081 | -8.8% | 5,060 | -5.0% | 0.03% | -2.9% |
| Sell | AMERICAN CENTY ETF TRemerging mkt val | $208,660 | -27.6% | 4,539 | -31.6% | 0.03% | -20.9% | |
| Buy | AMERICAN CENTY ETF TRavantis responsi | $202,065 | +14.5% | 3,750 | +4.2% | 0.03% | +22.2% | |
| CI | New | THE CIGNA GROUP | $200,931 | – | 671 | +100.0% | 0.03% | – |
| EWJ | ISHARES INCmsci jpn etf new | $202,298 | +6.4% | 3,154 | 0.0% | 0.03% | +13.8% | |
| FBND | New | FIDELITY MERRIMACK STR TRtotal bd etf | $203,390 | – | 4,400 | +100.0% | 0.03% | – |
| FLQH | Sell | FRANKLIN TEMPLETON ETF TRintl cor div til | $194,228 | +2.7% | 6,318 | -6.7% | 0.03% | +14.3% |
| PHO | Sell | INVESCO EXCHANGE TRADED FD Twater res etf | $185,258 | -7.6% | 3,044 | -19.2% | 0.03% | 0.0% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $180,649 | -16.7% | 2,883 | -21.8% | 0.03% | -9.1% |
| NUHY | Sell | NUSHARES ETF TResg hi tld crp | $183,937 | +4.1% | 8,742 | -0.6% | 0.03% | +11.1% |
| NUEM | Sell | NUSHARES ETF TRnuveen esg emrgn | $180,538 | -20.8% | 6,699 | -23.0% | 0.03% | -11.8% |
| USEP | Sell | INNOVATOR ETFS TRus eqty ultra b | $177,935 | +6.4% | 5,682 | -0.6% | 0.03% | +16.0% |
| XBI | Sell | SPDR SER TRs&p biotech | $174,497 | +8.4% | 1,954 | -11.3% | 0.03% | +20.8% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $170,287 | -66.4% | 4,809 | -68.1% | 0.03% | -63.2% |
| SDY | Buy | SPDR SER TRs&p divid etf | $166,210 | +14.2% | 1,330 | +5.1% | 0.03% | +22.7% |
| GAL | Buy | SSGA ACTIVE ETF TRglobl allo etf | $156,602 | +20.0% | 3,779 | +10.6% | 0.03% | +30.0% |
| PSEP | INNOVATOR ETFS TRus eqty pwr buf | $149,478 | +7.3% | 4,300 | 0.0% | 0.02% | +19.0% | |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $151,928 | +21.5% | 11,800 | -0.4% | 0.02% | +31.6% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $145,899 | -11.1% | 1,799 | -21.7% | 0.02% | -4.0% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $145,032 | +551.5% | 2,400 | +500.0% | 0.02% | +700.0% |
| Sell | DIMENSIONAL ETF TRUSTus small cap val | $143,258 | +5.4% | 4,920 | -8.3% | 0.02% | +20.0% | |
| IUSV | ISHARES TRcore s&p us vlu | $147,578 | +12.3% | 1,750 | 0.0% | 0.02% | +20.0% | |
| HYDB | New | ISHARES TRhigh yld bd fctr | $140,679 | – | 3,045 | +100.0% | 0.02% | – |
| Sell | DIMENSIONAL ETF TRUSTus high profitab | $138,475 | +3.8% | 4,840 | -6.8% | 0.02% | +15.0% | |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $142,778 | -92.7% | 566 | -93.5% | 0.02% | -92.2% |
| FDRR | FIDELITY COVINGTON TRUSTdivid etf risi | $140,769 | +10.4% | 3,206 | 0.0% | 0.02% | +21.1% | |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $137,907 | -59.2% | 632 | -63.4% | 0.02% | -54.9% |
| PIO | INVESCO EXCH TRADED FD TR IIglobal water | $127,761 | +17.0% | 3,232 | 0.0% | 0.02% | +31.2% | |
| BAUG | INNOVATOR ETFS TRus equt bufr aug | $129,514 | +9.0% | 3,600 | 0.0% | 0.02% | +16.7% | |
| PAUG | INNOVATOR ETFS TRus eqty pwr bf | $128,475 | +7.5% | 3,850 | 0.0% | 0.02% | +16.7% | |
| IWN | Sell | ISHARES TRrus 2000 val etf | $127,060 | -87.4% | 818 | -88.9% | 0.02% | -86.1% |
| GRNB | Sell | VANECK ETF TRUSTgreen bond etf | $120,533 | +4.3% | 5,058 | -0.8% | 0.02% | +17.6% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $119,878 | +35.1% | 879 | +27.6% | 0.02% | +53.8% |
| UNG | New | UNITED STS NAT GAS FD LPunit par | $124,215 | – | 24,500 | +100.0% | 0.02% | – |
| DVY | ISHARES TRselect divid etf | $120,385 | +7.4% | 1,027 | 0.0% | 0.02% | +17.6% | |
| IYE | Sell | ISHARES TRu.s. energy etf | $121,362 | -43.1% | 2,751 | -38.4% | 0.02% | -37.5% |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $121,520 | -86.0% | 2,295 | -86.7% | 0.02% | -84.6% |
| BGRN | Sell | ISHARES TRusd grn bond etf | $117,319 | +3.8% | 2,484 | -0.8% | 0.02% | +11.8% |
| BOE | Sell | BLACKROCK ENHANCED GLOBAL DI | $115,479 | -3.9% | 11,641 | -8.6% | 0.02% | +5.6% |
| IWB | Buy | ISHARES TRrus 1000 etf | $116,181 | +324.5% | 443 | +281.9% | 0.02% | +375.0% |
| DIMENSIONAL ETF TRUSTshort duration f | $113,905 | +1.4% | 2,423 | 0.0% | 0.02% | +11.8% | ||
| FLBL | FRANKLIN TEMPLETON ETF TRsenior loan etf | $111,734 | +1.0% | 4,600 | 0.0% | 0.02% | +5.9% | |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $111,047 | -0.1% | 5,243 | -1.0% | 0.02% | +5.9% |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $111,270 | +16.4% | 2,158 | 0.0% | 0.02% | +28.6% | |
| UJUN | INNOVATOR ETFS TRus eqt ultra bf | $107,720 | +6.2% | 3,584 | 0.0% | 0.02% | +20.0% | |
| BGY | Sell | BLACKROCK ENHANCED INTL DIV | $106,612 | -7.3% | 20,230 | -12.2% | 0.02% | +5.9% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $110,692 | +29.2% | 2,051 | +16.4% | 0.02% | +38.5% |
| IWV | ISHARES TRrussell 3000 etf | $101,010 | +11.2% | 369 | 0.0% | 0.02% | +21.4% | |
| IGA | Sell | VOYA GLBL ADV & PREM OPP FD | $105,075 | -10.4% | 12,054 | -14.7% | 0.02% | -5.6% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $101,679 | +846.2% | 892 | +741.5% | 0.02% | +750.0% |
| NYCB | NEW YORK CMNTY BANCORP INC | $104,684 | -9.8% | 10,233 | 0.0% | 0.02% | 0.0% | |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $97,724 | -48.0% | 2,017 | -48.6% | 0.02% | -42.9% |
| FVC | FIRST TR EXCHANGE-TRADED FDdorsey wright | $94,985 | +4.5% | 2,898 | 0.0% | 0.02% | +14.3% | |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $90,185 | -75.4% | 1,076 | -73.4% | 0.02% | -72.7% |
| IBB | Buy | ISHARES TRishares biotech | $90,069 | +15.1% | 663 | +3.8% | 0.02% | +25.0% |
| IGSB | Sell | ISHARES TR | $90,039 | -37.7% | 1,756 | -39.4% | 0.02% | -31.8% |
| PFXF | Buy | VANECK ETF TRUSTpreferred securt | $82,206 | +102.1% | 4,785 | +97.7% | 0.01% | +133.3% |
| FALN | Sell | ISHARES TRfaln angls usd | $82,151 | -97.3% | 3,112 | -97.5% | 0.01% | -96.9% |
| EELV | Sell | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $83,711 | -1.8% | 3,482 | -8.1% | 0.01% | +7.7% |
| PNOV | Sell | INNOVATOR ETFS TRus eqty pwr buf | $79,212 | -52.3% | 2,300 | -54.2% | 0.01% | -48.0% |
| URTH | ISHARES INCmsci world etf | $79,812 | +10.7% | 600 | 0.0% | 0.01% | +18.2% | |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $79,258 | – | 860 | +100.0% | 0.01% | – |
| TAN | Buy | INVESCO EXCH TRADED FD TR IIsolar etf | $76,130 | +3.4% | 1,427 | +0.4% | 0.01% | +18.2% |
| SUSB | Sell | ISHARES TResg awre 1 5 yr | $76,965 | -9.9% | 3,144 | -12.5% | 0.01% | 0.0% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $80,862 | +11.3% | 2,019 | -5.3% | 0.01% | +18.2% |
| BSEP | INNOVATOR ETFS TRus eqty buf sep | $77,028 | +9.0% | 2,100 | 0.0% | 0.01% | +18.2% | |
| BNOV | INNOVATOR ETFS TRus eqty buf nov | $80,291 | +6.7% | 2,300 | 0.0% | 0.01% | +18.2% | |
| PFF | Sell | ISHARES TRpfd and incm sec | $78,630 | -45.6% | 2,521 | -47.4% | 0.01% | -40.9% |
| UNOV | INNOVATOR ETFS TRus eqty ultra bu | $75,932 | +4.4% | 2,400 | 0.0% | 0.01% | +9.1% | |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $64,774 | +1.7% | 841 | -0.7% | 0.01% | +10.0% |
| PTBD | Sell | PACER FDS TRtrendpilot us bd | $66,518 | -90.3% | 3,223 | -90.8% | 0.01% | -89.3% |
| ICVT | Sell | ISHARES TRconv bd etf | $65,197 | -1.5% | 830 | -7.0% | 0.01% | +10.0% |
| DTD | WISDOMTREE TRus total dividnd | $66,034 | +8.7% | 1,010 | 0.0% | 0.01% | +22.2% | |
| SCZ | Sell | ISHARES TReafe sml cp etf | $66,047 | -81.2% | 1,067 | -82.9% | 0.01% | -79.2% |
| BFEB | INNOVATOR ETFS TRus eqty bufr feb | $58,608 | +10.0% | 1,600 | 0.0% | 0.01% | +25.0% | |
| KWEB | Buy | KRANESHARES TRcsi chi internet | $59,895 | -0.9% | 2,218 | +0.5% | 0.01% | +11.1% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $62,205 | +11.7% | 1,277 | +0.4% | 0.01% | +25.0% |
| PDP | INVESCO EXCHANGE TRADED FD Tdorsey wright mo | $59,843 | +11.0% | 700 | 0.0% | 0.01% | +25.0% | |
| TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $63,641 | +14.3% | 993 | 0.0% | 0.01% | +25.0% | |
| GENI | GENIUS SPORTS LIMITEDshares cl a | $61,800 | +15.9% | 10,000 | 0.0% | 0.01% | +25.0% | |
| FLTR | New | VANECK ETF TRUSTig floating rate | $60,360 | – | 2,400 | +100.0% | 0.01% | – |
| JNK | New | SPDR SER TRbloomberg high y | $54,597 | – | 576 | +100.0% | 0.01% | – |
| PFEB | INNOVATOR ETFS TRus eqty pwr buf | $55,505 | +7.2% | 1,700 | 0.0% | 0.01% | +12.5% | |
| USXF | Sell | ISHARES TResg msci usa etf | $55,390 | +5.9% | 1,391 | -7.5% | 0.01% | +12.5% |
| UMAR | INNOVATOR ETFS TRus eqt ultra bf | $56,880 | +5.9% | 1,800 | 0.0% | 0.01% | +12.5% | |
| PDEC | New | INNOVATOR ETFS TRus eqty pwr buf | $49,702 | – | 1,416 | +100.0% | 0.01% | – |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $46,820 | -10.7% | 650 | -14.7% | 0.01% | 0.0% |
| New | THE ONCOLOGY INSTITUTE INC | $49,217 | – | 24,126 | +100.0% | 0.01% | – | |
| IYT | ISHARES TRus trsprtion | $46,713 | +11.8% | 178 | 0.0% | 0.01% | +33.3% | |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $48,508 | +14.8% | 1,150 | +0.4% | 0.01% | +33.3% |
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $50,947 | -99.1% | 653 | -99.2% | 0.01% | -99.1% |
| ERTH | Buy | INVESCO EXCHANGE TRADED FD Tinvesco msci | $47,628 | +15.0% | 1,005 | +7.5% | 0.01% | +33.3% |
| PTMC | Sell | PACER FDS TRtrendp us mid cp | $40,926 | -91.6% | 1,222 | -92.1% | 0.01% | -90.5% |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $44,152 | – | 713 | +100.0% | 0.01% | – |
| Sell | DIMENSIONAL ETF TRUSTintl small cap v | $42,222 | -3.3% | 1,637 | -10.9% | 0.01% | 0.0% | |
| SUSL | ISHARES TResg msci leadr | $45,481 | +11.4% | 539 | 0.0% | 0.01% | +16.7% | |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $42,849 | -75.5% | 561 | -76.8% | 0.01% | -73.1% |
| RYU | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $43,106 | +8.5% | 790 | 0.0% | 0.01% | +16.7% | |
| BILS | Sell | SPDR SER TRbloomberg 3-12 m | $34,097 | -95.1% | 344 | -95.1% | 0.01% | -94.3% |
| COWZ | Sell | PACER FDS TRus cash cows 100 | $36,706 | -38.3% | 702 | -41.7% | 0.01% | -33.3% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $34,788 | +5023.4% | 297 | +4850.0% | 0.01% | – |
| EAGG | ISHARES TResg awr us agrgt | $36,903 | +5.4% | 773 | 0.0% | 0.01% | +20.0% | |
| UDEC | New | INNOVATOR ETFS TRus eqty ultra b | $35,435 | – | 1,106 | +100.0% | 0.01% | – |
| CMF | New | ISHARES TRcalif mun bd etf | $34,764 | – | 600 | +100.0% | 0.01% | – |
| Sell | DIMENSIONAL ETF TRUSTintl high profit | $39,363 | -4.7% | 1,534 | -13.9% | 0.01% | 0.0% | |
| AAXJ | ISHARES TRmsci ac asia etf | $36,547 | +4.8% | 549 | 0.0% | 0.01% | +20.0% | |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $29,330 | -24.7% | 607 | -26.4% | 0.01% | -16.7% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $31,614 | -43.9% | 807 | -49.8% | 0.01% | -37.5% |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $29,820 | -10.0% | 766 | 0.0% | 0.01% | 0.0% | |
| JEPI | J P MORGAN EXCHANGE TRADED Fequity premium | $29,255 | +3.4% | 528 | 0.0% | 0.01% | +25.0% | |
| EWG | ISHARES INCmsci germany etf | $32,807 | +13.3% | 1,105 | 0.0% | 0.01% | +25.0% | |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $30,955 | -71.0% | 362 | -73.4% | 0.01% | -68.8% |
| AVEM | AMERICAN CENTY ETF TRavantis emgmkt | $28,195 | +6.8% | 500 | 0.0% | 0.01% | +25.0% | |
| PAPR | INNOVATOR ETFS TRus eqt pwr buf | $33,246 | +6.8% | 1,017 | 0.0% | 0.01% | 0.0% | |
| SMOG | Sell | VANECK ETF TRUSTlow carbn energy | $28,102 | -13.8% | 254 | -18.3% | 0.01% | 0.0% |
| HEDJ | WISDOMTREE TReurope hedged eq | $31,023 | +8.5% | 724 | 0.0% | 0.01% | +25.0% | |
| RDVY | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $31,002 | +12.4% | 600 | 0.0% | 0.01% | +25.0% | |
| PIM | New | PUTNAM MASTER INTER INCOME Tsh ben int | $31,900 | – | 10,000 | +100.0% | 0.01% | – |
| DMXF | Sell | ISHARES TResg eafe etf | $31,876 | +6.2% | 499 | -5.1% | 0.01% | 0.0% |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $21,422 | +8.9% | 452 | 0.0% | 0.00% | +33.3% | |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $25,332 | -5.7% | 600 | -8.4% | 0.00% | 0.0% |
| IMTB | ISHARES TRcr 5 10 yr etf | $24,140 | +5.6% | 555 | 0.0% | 0.00% | +33.3% | |
| QYLD | GLOBAL X FDSnasdaq 100 cover | $21,707 | +4.4% | 1,240 | 0.0% | 0.00% | +33.3% | |
| IDU | ISHARES TRu.s. utilits etf | $24,459 | +7.7% | 306 | 0.0% | 0.00% | +33.3% | |
| CORP | PIMCO ETF TRinv grd crp bd | $24,048 | +7.1% | 246 | 0.0% | 0.00% | +33.3% | |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $24,339 | -89.5% | 525 | -90.1% | 0.00% | -88.6% |
| DEW | WISDOMTREE TRglb high div fd | $24,257 | +7.6% | 497 | 0.0% | 0.00% | +33.3% | |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $22,112 | -66.6% | 424 | -67.7% | 0.00% | -60.0% |
| SOXQ | INVESCO EXCH TRADED FD TR IIinvesco phlx sm | $24,645 | +21.5% | 750 | 0.0% | 0.00% | +33.3% | |
| DBO | INVESCO DB MULTI-SECTOR COMMoil fd | $25,038 | -21.2% | 1,800 | 0.0% | 0.00% | -20.0% | |
| ANGL | VANECK ETF TRUSTfallen angel hg | $22,305 | +6.4% | 775 | 0.0% | 0.00% | +33.3% | |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $24,402 | +8.5% | 700 | 0.0% | 0.00% | +33.3% | |
| MLN | VANECK ETF TRUSTlong muni etf | $22,950 | +9.5% | 1,254 | 0.0% | 0.00% | +33.3% | |
| HYHG | PROSHARES TRhgh yld int rate | $16,102 | +2.2% | 256 | 0.0% | 0.00% | +50.0% | |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $16,008 | -13.0% | 200 | -20.0% | 0.00% | 0.0% |
| PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $19,085 | +3.7% | 1,309 | 0.0% | 0.00% | 0.0% | |
| ICF | ISHARES TRcohen steer reit | $18,089 | +15.7% | 308 | 0.0% | 0.00% | +50.0% | |
| MLPX | GLOBAL X FDSglb x mlp enrg i | $15,572 | +5.3% | 349 | 0.0% | 0.00% | +50.0% | |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $19,128 | +42.2% | 617 | +23.4% | 0.00% | +50.0% |
| SPSB | Sell | SPDR SER TRportfolio short | $20,846 | -75.9% | 700 | -76.3% | 0.00% | -76.9% |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $15,553 | +4.7% | 1,356 | 0.0% | 0.00% | +50.0% | |
| FMAT | FIDELITY COVINGTON TRUSTmsci matls index | $15,597 | +10.3% | 320 | 0.0% | 0.00% | +50.0% | |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $15,908 | – | 304 | +100.0% | 0.00% | – |
| GDXJ | VANECK ETF TRUSTjunior gold mine | $16,036 | +17.6% | 423 | 0.0% | 0.00% | +50.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $16,113 | +14.3% | 98 | 0.0% | 0.00% | +50.0% | |
| DIMENSIONAL ETF TRUSTemerging mkts co | $17,197 | +7.1% | 689 | 0.0% | 0.00% | +50.0% | ||
| DRIV | Buy | GLOBAL X FDSautonmous ev etf | $17,077 | +124.4% | 686 | +111.7% | 0.00% | +200.0% |
| RPV | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $18,468 | +11.5% | 225 | 0.0% | 0.00% | +50.0% | |
| AGZ | Sell | ISHARES TRagency bond etf | $14,422 | -95.9% | 133 | -96.0% | 0.00% | -96.3% |
| PJUL | INNOVATOR ETFS TRus eqty pwr buf | $12,341 | +7.4% | 341 | 0.0% | 0.00% | 0.0% | |
| PJUN | INNOVATOR ETFS TRus eqty pwr buf | $11,015 | +6.6% | 330 | 0.0% | 0.00% | 0.0% | |
| GCOW | PACER FDS TRglobl cash etf | $13,475 | +6.2% | 390 | 0.0% | 0.00% | 0.0% | |
| SJNK | New | SPDR SER TRbloomberg sht te | $13,225 | – | 526 | +100.0% | 0.00% | – |
| FTXO | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $11,114 | +22.2% | 440 | 0.0% | 0.00% | +100.0% | |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $13,549 | -84.4% | 76 | -86.0% | 0.00% | -84.6% |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $12,163 | – | 72 | +100.0% | 0.00% | – |
| IDV | New | ISHARES TRintl sel div etf | $11,196 | – | 400 | +100.0% | 0.00% | – |
| BLV | VANGUARD BD INDEX FDSlong term bond | $9,173 | +11.2% | 123 | 0.0% | 0.00% | +100.0% | |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $11,093 | -96.0% | 187 | -96.2% | 0.00% | -95.2% |
| EWZ | ISHARES INCmsci brazil etf | $14,473 | +14.0% | 414 | 0.0% | 0.00% | 0.0% | |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $15,099 | -39.0% | 272 | -41.4% | 0.00% | -50.0% |
| AGZD | WISDOMTREE TRintrst rate hdge | $14,511 | -1.1% | 662 | 0.0% | 0.00% | 0.0% | |
| DFE | WISDOMTREE TReurope smcp dv | $14,571 | +13.8% | 244 | 0.0% | 0.00% | 0.0% | |
| INDA | ISHARES TRmsci india etf | $8,932 | +10.4% | 183 | 0.0% | 0.00% | 0.0% | |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $7,058 | -99.8% | 121 | -99.8% | 0.00% | -99.8% |
| ISHG | ISHARES TR3yrtb etf | $5,766 | +6.7% | 80 | 0.0% | 0.00% | 0.0% | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $3,710 | +7.0% | 115 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES TRgl clean ene etf | $7,007 | +6.5% | 450 | 0.0% | 0.00% | 0.0% | |
| DIMENSIONAL ETF TRUSTus real estate e | $4,639 | +16.5% | 204 | 0.0% | 0.00% | 0.0% | ||
| SENS | SENSEONICS HLDGS INC | $7,126 | -5.6% | 12,500 | 0.0% | 0.00% | 0.0% | |
| XSLV | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $5,033 | +11.9% | 114 | 0.0% | 0.00% | 0.0% | |
| FLMB | FRANKLIN TEMPLETON ETF TRmunicipal grn bd | $4,343 | +7.2% | 180 | 0.0% | 0.00% | 0.0% | |
| BWX | SPDR SER TRbloomberg intl t | $6,212 | +9.1% | 268 | 0.0% | 0.00% | 0.0% | |
| DEM | WISDOMTREE TRemer mkt high fd | $3,173 | +8.6% | 78 | 0.0% | 0.00% | – | |
| DTN | WISDOMTREE TRus ai enhanced | $5,594 | +7.8% | 58 | 0.0% | 0.00% | 0.0% | |
| MID | Buy | AMERICAN CENTY ETF TRmid cap grw imp | $6,123 | +24.5% | 121 | +10.0% | 0.00% | 0.0% |
| VLUE | ISHARES TRmsci usa value | $3,642 | +10.7% | 36 | 0.0% | 0.00% | – | |
| IDRV | ISHARES TRself drivng ev | $3,180 | -3.9% | 89 | 0.0% | 0.00% | – | |
| NUBD | Sell | NUSHARES ETF TRnuveen esg us | $6,300 | -10.3% | 283 | -15.0% | 0.00% | 0.0% |
| UAPR | INNOVATOR ETFS TRus eqt ultra bf | $5,488 | +6.5% | 200 | 0.0% | 0.00% | 0.0% | |
| BAPR | INNOVATOR ETFS TRus eqt bufr apr | $5,732 | +9.3% | 150 | 0.0% | 0.00% | 0.0% | |
| PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $3,685 | -5.4% | 124 | 0.0% | 0.00% | 0.0% | |
| IXN | Sell | ISHARES TRglobal tech etf | $8,182 | -97.8% | 120 | -98.2% | 0.00% | -98.2% |
| RWO | Exit | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | -37 | -100.0% | 0.00% | – |
| SIL | New | GLOBAL X FDSglobal x silver | $1,653 | – | 58 | +100.0% | 0.00% | – |
| SIZE | ISHARES TRmsci usa sze ft | $132 | +11.9% | 1 | 0.0% | 0.00% | – | |
| IYLD | ISHARES TRmrngstr inc etf | $1,247 | +5.7% | 62 | 0.0% | 0.00% | – | |
| EMGF | New | ISHARES INCemng mkts eqt | $2,229 | – | 52 | +100.0% | 0.00% | – |
| DGRW | WISDOMTREE TRus qtly div grt | $2,663 | +10.7% | 38 | 0.0% | 0.00% | – | |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $2,285 | +15.9% | 70 | 0.0% | 0.00% | – | |
| New | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $1,027 | – | 17 | +100.0% | 0.00% | – | |
| USHY | Sell | ISHARES TRbroad usd high | $1,654 | -45.8% | 45 | -48.9% | 0.00% | – |
| ESML | Sell | ISHARES TResg aware msci | $798 | -95.7% | 21 | -96.2% | 0.00% | -100.0% |
| IXG | Sell | ISHARES TRglobal finls etf | $1,237 | -96.1% | 16 | -96.4% | 0.00% | -100.0% |
| YOLO | Exit | ADVISORSHARES TRpure cannabis | $0 | – | -9 | -100.0% | 0.00% | – |
| VTWG | VANGUARD SCOTTSDALE FDSvng rus2000grw | $1,836 | +12.6% | 10 | 0.0% | 0.00% | – | |
| USRT | New | ISHARES TRcre u s reit etf | $2,413 | – | 44 | +100.0% | 0.00% | – |
| MSOS | Exit | ADVISORSHARES TRpure us cannabis | $0 | – | -7 | -100.0% | 0.00% | – |
| PXH | INVESCO EXCH TRADED FD TR IIftse rafi emng | $1,089 | +7.2% | 57 | 0.0% | 0.00% | – | |
| SPLB | New | SPDR SER TRportfolio ln cor | $1,727 | – | 73 | +100.0% | 0.00% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $1,696 | – | 49 | +100.0% | 0.00% | – |
| COPX | New | GLOBAL X FDSglobal x copper | $2,236 | – | 59 | +100.0% | 0.00% | – |
| BNDW | VANGUARD SCOTTSDALE FDStotal wld bd etf | $2,076 | +4.3% | 30 | 0.0% | 0.00% | – | |
| VTHR | Sell | VANGUARD SCOTTSDALE FDSvng rus3000idx | $2,128 | -91.5% | 10 | -92.4% | 0.00% | -100.0% |
| IWX | Exit | ISHARES TRrus tp200 vl etf | $0 | – | -81 | -100.0% | -0.00% | – |
| LIT | Exit | GLOBAL X FDSlithium btry etf | $0 | – | -130 | -100.0% | -0.00% | – |
| QCLN | Exit | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $0 | – | -125 | -100.0% | -0.00% | – |
| AOA | Exit | ISHARES TRaggres alloc etf | $0 | – | -116 | -100.0% | -0.00% | – |
| AOK | Exit | ISHARES TRconser alloc etf | $0 | – | -290 | -100.0% | -0.00% | – |
| CRBN | Exit | ISHARES TRmsci lw crb tg | $0 | – | -47 | -100.0% | -0.00% | – |
| UOCT | Exit | INNOVATOR ETFS TRus eqty ultra b | $0 | – | -440 | -100.0% | -0.00% | – |
| AGGY | Exit | WISDOMTREE TRyield enhancd us | $0 | – | -300 | -100.0% | -0.00% | – |
| ITB | Exit | ISHARES TRus home cons etf | $0 | – | -200 | -100.0% | -0.00% | – |
| AOM | Exit | ISHARES TRmodert alloc etf | $0 | – | -472 | -100.0% | -0.00% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -295 | -100.0% | -0.01% | – |
| UMAY | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -2,406 | -100.0% | -0.01% | – |
| IGLB | Exit | ISHARES TR10+ yr invst grd | $0 | – | -1,700 | -100.0% | -0.01% | – |
| SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -2,542 | -100.0% | -0.01% | – |
| ISCG | Exit | ISHARES TRmrgstr sm cp gr | $0 | – | -2,500 | -100.0% | -0.02% | – |
| EMF | Exit | TEMPLETON EMERGING MKTS FD | $0 | – | -10,132 | -100.0% | -0.02% | – |
| NYF | Exit | ISHARES TRnew york mun etf | $0 | – | -2,205 | -100.0% | -0.02% | – |
| VONV | Exit | VANGUARD SCOTTSDALE FDSvng rus1000val | $0 | – | -1,988 | -100.0% | -0.02% | – |
| VSGX | Exit | VANGUARD WORLD FDesg intl stk etf | $0 | – | -2,750 | -100.0% | -0.02% | – |
| XJR | Exit | ISHARES TResg scrnd s&p sm | $0 | – | -4,450 | -100.0% | -0.02% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -3,920 | -100.0% | -0.03% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -2,938 | -100.0% | -0.03% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -1,706 | -100.0% | -0.03% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -1,167 | -100.0% | -0.04% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -4,099 | -100.0% | -0.04% | – |
| AADR | Exit | ADVISORSHARES TRdorsey wrigt adr | $0 | – | -5,603 | -100.0% | -0.04% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -1,855 | -100.0% | -0.04% | – |
| IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -1,195 | -100.0% | -0.05% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -3,275 | -100.0% | -0.05% | – |
| Exit | VANGUARD WELLINGTON FDshort trm tax ex | $0 | – | -4,395 | -100.0% | -0.06% | – | |
| ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -8,722 | -100.0% | -0.10% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -10,130 | -100.0% | -0.12% | – |
| Exit | SIMPLIFY EXCHANGE TRADED FUNmanaged futures | $0 | – | -33,831 | -100.0% | -0.14% | – | |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -4,101 | -100.0% | -0.14% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -10,451 | -100.0% | -0.14% | – |
| HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -22,412 | -100.0% | -0.17% | – |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -9,211 | -100.0% | -0.18% | – |
| IWY | Exit | ISHARES TRrus tp200 gr etf | $0 | – | -10,489 | -100.0% | -0.24% | – |
| VTC | Exit | VANGUARD SCOTTSDALE FDStotal corp bnd | $0 | – | -24,812 | -100.0% | -0.27% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -98,195 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PACER FDS TR | 27 | Q2 2024 | 20.7% |
| ISHARES TR | 27 | Q2 2024 | 7.2% |
| ISHARES TR | 27 | Q2 2024 | 5.5% |
| VANGUARD SPECIALIZED FUNDS | 27 | Q2 2024 | 3.4% |
| ISHARES TR | 27 | Q2 2024 | 4.8% |
| PROSHARES TR | 27 | Q2 2024 | 3.4% |
| ISHARES TR | 27 | Q2 2024 | 1.8% |
| APPLE INC | 27 | Q2 2024 | 2.9% |
| ISHARES TR | 27 | Q2 2024 | 2.3% |
| ISHARES TR | 27 | Q2 2024 | 2.9% |
View WealthShield Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-26 |
| N-PX | 2024-07-19 |
| 13F-HR | 2024-04-29 |
| 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 |
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.