$217 Million is the total value of Carmichael Hill & Associates, Inc.'s 815 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 12.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $17,033,000 | +4.3% | 97,547 | +6.1% | 7.84% | +7.0% |
| MSFT | Buy | MICROSOFT CORP | $9,954,000 | -7.6% | 32,282 | +0.8% | 4.58% | -5.2% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $8,574,000 | -4.3% | 160,604 | +102.6% | 3.95% | -1.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $7,295,000 | +20.3% | 20,670 | +2.0% | 3.36% | +23.5% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $5,264,000 | -9.0% | 12,639 | +0.1% | 2.42% | -6.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $4,195,000 | +4.2% | 23,671 | +0.6% | 1.93% | +6.9% |
| SDY | Buy | SPDR SER TRs&p divid etf | $3,943,000 | +3.6% | 30,777 | +4.4% | 1.82% | +6.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,751,000 | +0.4% | 1,349 | +4.6% | 1.73% | +3.0% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,721,000 | -0.0% | 23,597 | +3.2% | 1.71% | +2.6% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $3,454,000 | -6.6% | 20,849 | +3.1% | 1.59% | -4.2% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $3,364,000 | +6.3% | 62,473 | +124.6% | 1.55% | +9.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,833,000 | +4.7% | 13,332 | +11.3% | 1.30% | +7.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $2,808,000 | -7.4% | 59,290 | +100.1% | 1.29% | -5.0% |
| AMZN | Buy | AMAZON COM INC | $2,709,000 | +0.2% | 831 | +2.5% | 1.25% | +2.8% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $2,675,000 | +4.1% | 10,517 | +9.0% | 1.23% | +6.8% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $2,614,000 | -4.2% | 71,195 | +1.4% | 1.20% | -1.7% |
| AMZN | Sell | AMAZON COM INCcall | $2,608,000 | -13.1% | 800 | -11.1% | 1.20% | -10.8% |
| MCD | Buy | MCDONALDS CORP | $2,593,000 | -7.7% | 10,487 | +0.0% | 1.19% | -5.3% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $2,445,000 | -5.2% | 32,220 | +0.5% | 1.13% | -2.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,317,000 | -8.7% | 15,167 | -2.3% | 1.07% | -6.3% |
| TSLA | Buy | TESLA INC | $2,245,000 | +3.3% | 2,083 | +1.3% | 1.03% | +6.1% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,244,000 | -3.8% | 13,838 | +1.9% | 1.03% | -1.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,136,000 | +2.4% | 8,979 | +9.7% | 0.98% | +5.1% |
| GOOGL | Buy | ALPHABET INCcall | $1,946,000 | +12.0% | 700 | +16.7% | 0.90% | +14.9% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $1,926,000 | -9.0% | 26,994 | +0.2% | 0.89% | -6.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,842,000 | +309.3% | 5,154 | +311.0% | 0.85% | +319.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,792,000 | -0.6% | 35,192 | +1.5% | 0.82% | +2.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,738,000 | +1.2% | 22,034 | +3.7% | 0.80% | +3.9% |
| LDP | Buy | COHEN & STEERS LTD DURATION | $1,711,000 | -9.9% | 74,643 | +4.1% | 0.79% | -7.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,644,000 | -8.7% | 4,536 | +0.2% | 0.76% | -6.3% |
| TSLA | TESLA INCcall | $1,618,000 | +2.1% | 1,500 | 0.0% | 0.74% | +4.8% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,619,000 | +2.1% | 14,427 | +2.0% | 0.74% | +4.6% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,614,000 | -0.2% | 28,023 | +6.1% | 0.74% | +2.3% |
| COST | COSTCO WHSL CORP NEW | $1,575,000 | +1.4% | 2,735 | 0.0% | 0.72% | +4.0% | |
| CSCO | Buy | CISCO SYS INC | $1,491,000 | -3.8% | 26,742 | +9.3% | 0.69% | -1.3% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $1,460,000 | -8.3% | 19,517 | +100.7% | 0.67% | -6.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,442,000 | -3.2% | 6,332 | +2.6% | 0.66% | -0.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,352,000 | +2.9% | 484 | +6.6% | 0.62% | +5.4% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,337,000 | +37.0% | 17,493 | -0.5% | 0.62% | +40.4% |
| PEP | Buy | PEPSICO INC | $1,257,000 | +1.3% | 7,509 | +5.1% | 0.58% | +3.9% |
| NAD | Sell | NUVEEN QUALITY MUNCP INCOME | $1,230,000 | -18.5% | 92,086 | -1.7% | 0.57% | -16.5% |
| IJH | ISHARES TRcore s&p mcp etf | $1,203,000 | -5.2% | 4,483 | 0.0% | 0.55% | -2.6% | |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,163,000 | -9.4% | 15,057 | +0.0% | 0.54% | -7.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,043,000 | -3.5% | 9,665 | +2.3% | 0.48% | -1.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,036,000 | +7.4% | 37,317 | +14.5% | 0.48% | +10.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,025,000 | -13.4% | 7,521 | +0.7% | 0.47% | -11.1% |
| ABBV | Buy | ABBVIE INC | $1,017,000 | +45.1% | 6,273 | +21.1% | 0.47% | +48.6% |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,012,000 | -2.0% | 27,789 | +6.1% | 0.47% | +0.6% |
| IWM | ISHARES TRrussell 2000 etf | $926,000 | -7.8% | 4,513 | 0.0% | 0.43% | -5.3% | |
| BA | Buy | BOEING CO | $917,000 | -3.0% | 4,785 | +1.9% | 0.42% | -0.5% |
| INTC | Buy | INTEL CORP | $914,000 | -1.4% | 18,430 | +2.4% | 0.42% | +1.2% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $913,000 | +23.2% | 9,225 | +7.1% | 0.42% | +26.5% |
| XOM | Buy | EXXON MOBIL CORP | $897,000 | +38.0% | 10,866 | +2.3% | 0.41% | +41.4% |
| WMT | Sell | WALMART INC | $886,000 | +0.6% | 5,946 | -2.4% | 0.41% | +3.3% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $884,000 | +21.6% | 5,982 | +21.0% | 0.41% | +24.8% |
| LMT | Sell | LOCKHEED MARTIN CORP | $882,000 | +21.0% | 1,997 | -2.7% | 0.41% | +24.2% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $881,000 | +38.3% | 5,013 | +29.9% | 0.41% | +42.0% |
| VOO | Sell | VANGUARD INDEX FDS | $874,000 | -11.8% | 2,105 | -7.3% | 0.40% | -9.7% |
| LLY | Buy | LILLY ELI & CO | $867,000 | +5.3% | 3,029 | +1.7% | 0.40% | +8.1% |
| HD | Buy | HOME DEPOT INC | $850,000 | -20.4% | 2,839 | +10.3% | 0.39% | -18.4% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $850,000 | +1.0% | 5,682 | +1.5% | 0.39% | +3.4% |
| MO | Buy | ALTRIA GROUP INC | $809,000 | +10.7% | 15,479 | +0.3% | 0.37% | +13.4% |
| PFE | Sell | PFIZER INC | $758,000 | -14.9% | 14,644 | -2.9% | 0.35% | -12.8% |
| SASR | Sell | SANDY SPRING BANCORP INC | $742,000 | -6.7% | 16,525 | -0.1% | 0.34% | -4.2% |
| CAT | Sell | CATERPILLAR INC | $737,000 | +3.9% | 3,306 | -3.6% | 0.34% | +6.6% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $723,000 | +15.3% | 11,904 | +19.4% | 0.33% | +18.5% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $696,000 | -5.7% | 3,340 | +0.1% | 0.32% | -3.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $681,000 | -1.4% | 14,768 | +5.7% | 0.31% | +1.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $653,000 | -4.4% | 1,440 | +0.6% | 0.30% | -1.6% |
| CVX | Sell | CHEVRON CORP NEW | $637,000 | +38.2% | 3,913 | -0.5% | 0.29% | +41.5% |
| SO | Sell | SOUTHERN CO | $634,000 | +1.3% | 8,743 | -4.2% | 0.29% | +3.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $626,000 | -7.0% | 2,175 | +3.7% | 0.29% | -4.6% |
| KO | Buy | COCA COLA CO | $607,000 | +14.5% | 9,780 | +9.2% | 0.28% | +17.2% |
| T | Sell | AT&T INC | $603,000 | -9.6% | 25,480 | -6.1% | 0.28% | -7.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $603,000 | +6.7% | 5,570 | +14.3% | 0.28% | +9.4% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $591,000 | +15.4% | 7,216 | +23.4% | 0.27% | +18.3% |
| DE | Sell | DEERE & COcall | $581,000 | -15.3% | 1,400 | -30.0% | 0.27% | -13.3% |
| MRK | Sell | MERCK & CO INC | $578,000 | -2.7% | 7,044 | -9.2% | 0.27% | -0.4% |
| FB | Buy | META PLATFORMS INCcl a | $573,000 | -29.0% | 2,574 | +7.2% | 0.26% | -27.1% |
| NVDA | Sell | NVIDIA CORPORATIONcall | $573,000 | -30.4% | 2,100 | -25.0% | 0.26% | -28.5% |
| RYF | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $570,000 | -6.6% | 8,955 | -5.5% | 0.26% | -4.4% |
| SGOL | Sell | ABRDN GOLD ETF TRUST | $567,000 | +5.2% | 30,530 | -0.5% | 0.26% | +7.9% |
| HON | Sell | HONEYWELL INTL INC | $553,000 | -10.5% | 2,846 | -4.0% | 0.26% | -7.9% |
| ABT | Buy | ABBOTT LABS | $550,000 | +7.0% | 4,654 | +27.4% | 0.25% | +9.5% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $546,000 | -3.2% | 5,849 | +0.1% | 0.25% | -0.8% |
| DIS | Buy | DISNEY WALT CO | $546,000 | +33.5% | 3,987 | +51.1% | 0.25% | +36.4% |
| NVDA | Buy | NVIDIA CORPORATION | $530,000 | +12.3% | 1,942 | +20.9% | 0.24% | +15.1% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $501,000 | -7.6% | 3,156 | +1.3% | 0.23% | -4.9% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $497,000 | +9.7% | 10,345 | +16.7% | 0.23% | +12.8% |
| MDT | MEDTRONIC PLC | $496,000 | +7.1% | 4,471 | 0.0% | 0.23% | +9.6% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $490,000 | +3.4% | 4,388 | -2.9% | 0.23% | +6.1% |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $489,000 | +9.4% | 25,217 | 0.0% | 0.22% | +11.9% | |
| HD | Sell | HOME DEPOT INCcall | $480,000 | -32.1% | 1,600 | -5.9% | 0.22% | -30.3% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $469,000 | -1.5% | 12,227 | +0.3% | 0.22% | +0.9% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $449,000 | +8.7% | 5,764 | +12.7% | 0.21% | +11.9% |
| TTD | Sell | THE TRADE DESK INCcall | $445,000 | -42.2% | 6,400 | -23.8% | 0.20% | -40.6% |
| QCOM | QUALCOMM INC | $445,000 | -16.5% | 2,914 | 0.0% | 0.20% | -14.2% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $436,000 | -6.8% | 3,355 | -4.1% | 0.20% | -4.3% |
| NICE | Buy | NICE LTDsponsored adr | $433,000 | -21.8% | 1,976 | +8.2% | 0.20% | -20.1% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $429,000 | -9.5% | 5,120 | +0.3% | 0.20% | -7.5% |
| PM | Buy | PHILIP MORRIS INTL INC | $426,000 | +3.6% | 4,532 | +4.8% | 0.20% | +6.5% |
| USMV | Sell | ISHARES TRmsci usa min vol | $420,000 | -22.7% | 5,417 | -19.3% | 0.19% | -20.9% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $418,000 | -16.1% | 1,684 | -4.8% | 0.19% | -13.9% |
| AMAT | Sell | APPLIED MATLS INC | $418,000 | -18.0% | 3,173 | -2.0% | 0.19% | -16.2% |
| GLD | Sell | SPDR GOLD TR | $410,000 | +5.4% | 2,268 | -0.4% | 0.19% | +8.0% |
| NEE | NEXTERA ENERGY INC | $405,000 | -9.4% | 4,785 | 0.0% | 0.19% | -7.5% | |
| MSFT | Sell | MICROSOFT CORPcall | $402,000 | -29.6% | 1,300 | -23.5% | 0.18% | -27.7% |
| WELL | WELLTOWER INC | $398,000 | +12.1% | 4,138 | 0.0% | 0.18% | +15.1% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $398,000 | +12.1% | 1,601 | -3.9% | 0.18% | +15.1% |
| YUM | YUM BRANDS INC | $377,000 | -14.5% | 3,178 | 0.0% | 0.17% | -12.1% | |
| TTD | THE TRADE DESK INC | $377,000 | -24.4% | 5,450 | 0.0% | 0.17% | -22.3% | |
| MUB | Buy | ISHARES TRnational mun etf | $375,000 | +102.7% | 3,417 | +114.5% | 0.17% | +108.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcall | $353,000 | +7.0% | 1,000 | -9.1% | 0.16% | +10.1% |
| DVY | ISHARES TRselect divid etf | $351,000 | +4.5% | 2,740 | 0.0% | 0.16% | +7.3% | |
| IJT | ISHARES TRs&p sml 600 gwt | $344,000 | -9.9% | 2,752 | 0.0% | 0.16% | -7.6% | |
| V | VISA INC | $342,000 | +2.4% | 1,541 | 0.0% | 0.16% | +4.7% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $339,000 | +46.1% | 1,582 | +46.3% | 0.16% | +50.0% |
| SHOP | SHOPIFY INCcall | $338,000 | -50.9% | 500 | 0.0% | 0.16% | -49.5% | |
| ACN | Sell | ACCENTURE PLC IRELANDcall | $336,000 | -55.0% | 1,000 | -44.4% | 0.16% | -53.7% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $334,000 | -31.7% | 5,310 | -27.8% | 0.15% | -29.7% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $334,000 | -18.7% | 1,011 | -6.0% | 0.15% | -16.3% |
| HUBS | Sell | HUBSPOT INCcall | $332,000 | -49.7% | 700 | -30.0% | 0.15% | -48.3% |
| BA | Sell | BOEING COcall | $325,000 | -40.1% | 1,700 | -37.0% | 0.15% | -38.5% |
| VOX | Buy | VANGUARD WORLD FDS | $325,000 | +162.1% | 2,711 | +196.3% | 0.15% | +167.9% |
| TPL | Sell | TEXAS PACIFIC LAND CORPORATI | $323,000 | +2.5% | 239 | -5.2% | 0.15% | +5.7% |
| ZS | Sell | ZSCALER INCcall | $313,000 | -51.3% | 1,300 | -35.0% | 0.14% | -50.0% |
| PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $307,000 | -10.0% | 18,129 | 0.0% | 0.14% | -7.8% | |
| CVS | Buy | CVS HEALTH CORP | $305,000 | +8.2% | 3,013 | +10.1% | 0.14% | +10.2% |
| IXJ | Buy | ISHARES TRglob hlthcre etf | $305,000 | -2.9% | 3,479 | +0.1% | 0.14% | -0.7% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $301,000 | +2.4% | 1,712 | +4.3% | 0.14% | +5.3% |
| MDLZ | MONDELEZ INTL INCcl a | $299,000 | -5.1% | 4,755 | 0.0% | 0.14% | -2.1% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $300,000 | +17.2% | 4,108 | 0.0% | 0.14% | +20.0% | |
| ED | CONSOLIDATED EDISON INC | $299,000 | +11.2% | 3,156 | 0.0% | 0.14% | +14.0% | |
| TGT | TARGET CORP | $297,000 | -8.3% | 1,401 | 0.0% | 0.14% | -5.5% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $295,000 | -12.5% | 1,324 | 0.0% | 0.14% | -9.9% | |
| DOW | Buy | DOW INC | $293,000 | +15.8% | 4,591 | +2.8% | 0.14% | +18.4% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $294,000 | +6.1% | 4,033 | +7.5% | 0.14% | +8.9% |
| EEM | ISHARES TRmsci emg mkt etf | $292,000 | -7.6% | 6,470 | 0.0% | 0.13% | -5.6% | |
| COST | Buy | COSTCO WHSL CORP NEWcall | $288,000 | +26.3% | 500 | +25.0% | 0.13% | +30.4% |
| NVS | Sell | NOVARTIS AGsponsored adr | $288,000 | -3.4% | 3,283 | -3.7% | 0.13% | -0.7% |
| DE | Buy | DEERE & CO | $287,000 | +24.2% | 690 | +2.2% | 0.13% | +26.9% |
| MCO | MOODYS CORP | $283,000 | -13.7% | 839 | 0.0% | 0.13% | -11.6% | |
| AXP | Buy | AMERICAN EXPRESS CO | $270,000 | +210.3% | 1,444 | +171.4% | 0.12% | +217.9% |
| AAPL | Sell | APPLE INCcall | $262,000 | -52.5% | 1,500 | -51.6% | 0.12% | -51.0% |
| TYG | Sell | TORTOISE ENERGY INFRA CORP | $254,000 | +20.4% | 7,344 | -3.0% | 0.12% | +23.2% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $254,000 | +49.4% | 833 | +67.3% | 0.12% | +53.9% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $252,000 | +11.5% | 1,296 | +16.2% | 0.12% | +14.9% |
| AMGN | AMGEN INC | $247,000 | +7.4% | 1,023 | 0.0% | 0.11% | +10.7% | |
| MCD | Sell | MCDONALDS CORPcall | $247,000 | -16.3% | 1,000 | -9.1% | 0.11% | -13.6% |
| FB | Sell | META PLATFORMS INCcall | $243,000 | -44.5% | 1,100 | -15.4% | 0.11% | -43.1% |
| MQY | Sell | BLACKROCK MUNIYILD QULT FD I | $242,000 | -23.2% | 17,560 | -10.0% | 0.11% | -21.3% |
| TXN | TEXAS INSTRS INC | $238,000 | -2.5% | 1,296 | 0.0% | 0.11% | +0.9% | |
| IWF | ISHARES TRrus 1000 grw etf | $239,000 | -9.1% | 862 | 0.0% | 0.11% | -6.8% | |
| MELI | Buy | MERCADOLIBRE INCcall | $238,000 | +76.3% | 200 | +100.0% | 0.11% | +80.3% |
| HDV | Buy | ISHARES TRcore high dv etf | $238,000 | +6.2% | 2,224 | +0.1% | 0.11% | +8.9% |
| CL | Buy | COLGATE PALMOLIVE CO | $234,000 | +9.9% | 3,094 | +24.1% | 0.11% | +12.5% |
| D | Sell | DOMINION ENERGY INC | $229,000 | -8.8% | 2,694 | -15.5% | 0.10% | -7.1% |
| ORCL | ORACLE CORP | $229,000 | -5.0% | 2,763 | 0.0% | 0.10% | -2.8% | |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $227,000 | -15.3% | 4,946 | +0.0% | 0.10% | -12.5% |
| MDB | Sell | MONGODB INCcall | $222,000 | -40.2% | 500 | -28.6% | 0.10% | -38.6% |
| ITM | New | VANECK ETF TRUSTintrmdt muni etf | $220,000 | – | 4,651 | +100.0% | 0.10% | – |
| TFC | TRUIST FINL CORP | $218,000 | -3.1% | 3,842 | 0.0% | 0.10% | -1.0% | |
| NOC | NORTHROP GRUMMAN CORP | $214,000 | +15.7% | 479 | 0.0% | 0.10% | +19.3% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $214,000 | +17.6% | 8,284 | 0.0% | 0.10% | +20.7% | |
| MA | Sell | MASTERCARD INCORPORATEDcall | $214,000 | -15.1% | 600 | -14.3% | 0.10% | -12.4% |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $213,000 | -9.0% | 2,872 | 0.0% | 0.10% | -6.7% | |
| PSX | Buy | PHILLIPS 66 | $210,000 | +94.4% | 2,431 | +63.3% | 0.10% | +102.1% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $210,000 | -12.9% | 2,770 | -11.4% | 0.10% | -10.2% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $207,000 | +16.3% | 3,599 | +26.1% | 0.10% | +18.8% |
| DIS | Buy | DISNEY WALT COcall | $205,000 | -5.1% | 1,500 | +7.1% | 0.09% | -3.1% |
| CSX | CSX CORP | $202,000 | -0.5% | 5,400 | 0.0% | 0.09% | +2.2% | |
| ASML | Sell | ASML HOLDING N Vcall | $201,000 | -36.8% | 300 | -25.0% | 0.09% | -35.0% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $198,000 | -12.8% | 125 | -3.8% | 0.09% | -10.8% |
| EFA | ISHARES TRmsci eafe etf | $197,000 | -6.2% | 2,670 | 0.0% | 0.09% | -3.2% | |
| GS | Buy | GOLDMAN SACHS GROUP INCcall | $198,000 | +3.1% | 600 | +20.0% | 0.09% | +5.8% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $196,000 | -38.6% | 1,622 | -32.6% | 0.09% | -37.1% |
| KKR | Sell | KKR & CO INC | $193,000 | -23.7% | 3,300 | -2.7% | 0.09% | -21.9% |
| GOVT | Buy | ISHARES TRus treas bd etf | $193,000 | +264.2% | 7,767 | +293.3% | 0.09% | +270.8% |
| TPZ | Buy | TORTOISE PWR & ENERGY INFRAS | $191,000 | +9.8% | 13,415 | +5.2% | 0.09% | +12.8% |
| NFLX | Buy | NETFLIX INCcall | $187,000 | -22.1% | 500 | +25.0% | 0.09% | -20.4% |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $186,000 | -4.6% | 608 | 0.0% | 0.09% | -1.1% | |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $185,000 | -2.1% | 3,732 | +0.5% | 0.08% | 0.0% |
| AGG | ISHARES TRcore us aggbd et | $182,000 | -5.7% | 1,695 | 0.0% | 0.08% | -3.4% | |
| CVS | CVS HEALTH CORPcall | $182,000 | -2.2% | 1,800 | 0.0% | 0.08% | +1.2% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $183,000 | -2.7% | 1,333 | 0.0% | 0.08% | 0.0% | |
| Sell | GENERAL ELECTRIC CO | $180,000 | -26.8% | 1,962 | -24.7% | 0.08% | -24.5% | |
| OTIS | OTIS WORLDWIDE CORP | $178,000 | -11.4% | 2,307 | 0.0% | 0.08% | -8.9% | |
| BAC | Buy | BK OF AMERICA CORP | $178,000 | -4.3% | 4,318 | +3.5% | 0.08% | -1.2% |
| TIP | Buy | ISHARES TRtips bd etf | $178,000 | -3.8% | 1,431 | +0.1% | 0.08% | -1.2% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $177,000 | -7.8% | 9,313 | -1.6% | 0.08% | -5.8% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $173,000 | -8.9% | 598 | +2.2% | 0.08% | -5.9% |
| NUE | NUCOR CORP | $171,000 | +30.5% | 1,150 | 0.0% | 0.08% | +33.9% | |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $169,000 | +65.7% | 861 | +68.8% | 0.08% | +69.6% |
| GD | GENERAL DYNAMICS CORP | $169,000 | +15.8% | 700 | 0.0% | 0.08% | +18.2% | |
| FDX | Sell | FEDEX CORPcall | $162,000 | -43.0% | 700 | -36.4% | 0.08% | -40.9% |
| EXC | Buy | EXELON CORP | $164,000 | -17.6% | 3,450 | +0.1% | 0.08% | -15.7% |
| MMM | Buy | 3M CO | $162,000 | +42.1% | 1,090 | +70.3% | 0.08% | +47.1% |
| CLX | Buy | CLOROX CO DEL | $157,000 | -19.9% | 1,127 | +0.1% | 0.07% | -18.2% |
| BHP | Buy | BHP GROUP LTDsponsored ads | $157,000 | +46.7% | 2,035 | +15.0% | 0.07% | +50.0% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $155,000 | -1.9% | 1,504 | +0.9% | 0.07% | 0.0% |
| IVW | ISHARES TRs&p 500 grwt etf | $154,000 | -8.9% | 2,019 | 0.0% | 0.07% | -6.6% | |
| IVE | ISHARES TRs&p 500 val etf | $151,000 | -0.7% | 971 | 0.0% | 0.07% | +2.9% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcall | $150,000 | -12.8% | 700 | -12.5% | 0.07% | -10.4% |
| CB | CHUBB LIMITED | $148,000 | +10.4% | 691 | 0.0% | 0.07% | +13.3% | |
| SUB | New | ISHARES TRshrt nat mun etf | $140,000 | – | 1,343 | +100.0% | 0.06% | – |
| SLY | SPDR SER TRs&p 600 sml cap | $140,000 | -6.0% | 1,500 | 0.0% | 0.06% | -4.5% | |
| WEX | Buy | WEX INC | $134,000 | +36.7% | 750 | +7.1% | 0.06% | +40.9% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $134,000 | -31.6% | 589 | -25.8% | 0.06% | -29.5% |
| TWLO | Sell | TWILIO INCcall | $132,000 | -61.5% | 800 | -38.5% | 0.06% | -60.4% |
| ARKF | Buy | ARK ETF TRfintech innova | $130,000 | -21.2% | 4,464 | +10.2% | 0.06% | -18.9% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $131,000 | +4.0% | 2,806 | +12.0% | 0.06% | +5.3% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $128,000 | +28.0% | 1,634 | +32.2% | 0.06% | +31.1% |
| GNMA | Sell | ISHARES TRgnma bond etf | $124,000 | -6.1% | 2,597 | -2.3% | 0.06% | -3.4% |
| INTC | Sell | INTEL CORPcall | $124,000 | -19.5% | 2,500 | -16.7% | 0.06% | -17.4% |
| YUMC | YUM CHINA HLDGS INC | $124,000 | -16.2% | 2,978 | 0.0% | 0.06% | -13.6% | |
| IGV | Buy | ISHARES TRexpanded tech | $121,000 | +210.3% | 351 | +254.5% | 0.06% | +229.4% |
| WFC | Buy | WELLS FARGO CO NEW | $121,000 | +255.9% | 2,480 | +248.3% | 0.06% | +273.3% |
| HYS | PIMCO ETF TR0-5 high yield | $121,000 | -2.4% | 1,255 | 0.0% | 0.06% | 0.0% | |
| SYK | STRYKER CORPORATION | $120,000 | 0.0% | 450 | 0.0% | 0.06% | +1.9% | |
| TSCO | TRACTOR SUPPLY COcall | $117,000 | -2.5% | 500 | 0.0% | 0.05% | 0.0% | |
| SBUX | Sell | STARBUCKS CORPcall | $118,000 | -49.4% | 1,300 | -35.0% | 0.05% | -48.6% |
| MU | MICRON TECHNOLOGY INC | $117,000 | -16.4% | 1,500 | 0.0% | 0.05% | -14.3% | |
| PPL | Buy | PPL CORP | $115,000 | 0.0% | 4,016 | +5.1% | 0.05% | +1.9% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcall | $113,000 | -31.1% | 500 | -37.5% | 0.05% | -29.7% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $113,000 | -7.4% | 1,813 | +1.1% | 0.05% | -5.5% |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $114,000 | -7.3% | 1,329 | 0.0% | 0.05% | -5.5% | |
| ANET | Sell | ARISTA NETWORKS INCcall | $111,000 | -61.5% | 800 | -60.0% | 0.05% | -60.5% |
| LULU | Sell | LULULEMON ATHLETICA INCcall | $110,000 | -43.6% | 300 | -40.0% | 0.05% | -41.4% |
| COP | CONOCOPHILLIPS | $110,000 | +39.2% | 1,101 | 0.0% | 0.05% | +45.7% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $111,000 | +19.4% | 800 | 0.0% | 0.05% | +21.4% | |
| VTR | VENTAS INC | $110,000 | +20.9% | 1,774 | 0.0% | 0.05% | +24.4% | |
| LRCX | LAM RESEARCH CORPcall | $108,000 | -25.0% | 200 | 0.0% | 0.05% | -23.1% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $108,000 | -10.0% | 7,977 | 0.0% | 0.05% | -7.4% | |
| QCOM | Sell | QUALCOMM INCcall | $107,000 | -46.8% | 700 | -36.4% | 0.05% | -45.6% |
| WIW | Sell | WESTERN AST INFL LKD OPP & I | $106,000 | -13.8% | 8,854 | -2.2% | 0.05% | -10.9% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $106,000 | +6.0% | 2,160 | 0.0% | 0.05% | +8.9% | |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $105,000 | -1.9% | 1,567 | +0.5% | 0.05% | 0.0% |
| MAR | Buy | MARRIOTT INTL INC NEWcall | $105,000 | +59.1% | 600 | +50.0% | 0.05% | +60.0% |
| C | Buy | CITIGROUP INC | $105,000 | -6.2% | 1,962 | +5.7% | 0.05% | -4.0% |
| CRM | Sell | SALESFORCE COM INCcall | $105,000 | -41.0% | 500 | -28.6% | 0.05% | -40.0% |
| ITA | ISHARES TRus aer def etf | $105,000 | +8.2% | 945 | 0.0% | 0.05% | +9.1% | |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $102,000 | +15.9% | 506 | +27.5% | 0.05% | +20.5% |
| EMR | EMERSON ELEC CO | $103,000 | +5.1% | 1,050 | 0.0% | 0.05% | +6.8% | |
| AES | AES CORP | $103,000 | +6.2% | 4,003 | 0.0% | 0.05% | +6.8% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $100,000 | +2.0% | 196 | +0.5% | 0.05% | +4.5% |
| UL | UNILEVER PLCspon adr new | $99,000 | -15.4% | 2,174 | 0.0% | 0.05% | -11.5% | |
| LOW | Buy | LOWES COS INCcall | $101,000 | +29.5% | 500 | +66.7% | 0.05% | +31.4% |
| TM | TOYOTA MOTOR CORPads | $96,000 | -2.0% | 530 | 0.0% | 0.04% | 0.0% | |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $96,000 | +28.0% | 1,369 | +29.2% | 0.04% | +29.4% |
| IUSG | ISHARES TRcore s&p us gwt | $95,000 | -8.7% | 901 | 0.0% | 0.04% | -6.4% | |
| BFB | BROWN FORMAN CORPcl b | $96,000 | -7.7% | 1,431 | 0.0% | 0.04% | -6.4% | |
| KMI | Buy | KINDER MORGAN INC DEL | $96,000 | +20.0% | 5,092 | +1.0% | 0.04% | +22.2% |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INCcall | $96,000 | -31.4% | 300 | -40.0% | 0.04% | -30.2% |
| INTU | Sell | INTUITcall | $96,000 | -70.2% | 200 | -60.0% | 0.04% | -69.4% |
| Sell | GENERAL ELECTRIC COcall | $92,000 | -61.0% | 1,000 | -60.0% | 0.04% | -60.4% | |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $91,000 | -5.2% | 4,296 | +6.1% | 0.04% | -2.3% |
| NVO | NOVO-NORDISK A Sadr | $91,000 | 0.0% | 816 | 0.0% | 0.04% | +2.4% | |
| SLB | Sell | SCHLUMBERGER LTD | $88,000 | +27.5% | 2,139 | -6.5% | 0.04% | +32.3% |
| NFLX | Sell | NETFLIX INC | $90,000 | -39.2% | 240 | -2.0% | 0.04% | -37.9% |
| MMM | Sell | 3M COcall | $89,000 | -50.3% | 600 | -40.0% | 0.04% | -48.8% |
| ESLT | ELBIT SYS LTDord | $88,000 | +25.7% | 400 | 0.0% | 0.04% | +32.3% | |
| BLW | BLACKROCK LTD DURATION INCOM | $90,000 | -15.1% | 6,307 | 0.0% | 0.04% | -14.6% | |
| LDOS | LEIDOS HOLDINGS INC | $90,000 | +21.6% | 836 | 0.0% | 0.04% | +24.2% | |
| AMD | Buy | ADVANCED MICRO DEVICES INCcall | $88,000 | -12.9% | 800 | +14.3% | 0.04% | -8.9% |
| SPGI | Buy | S&P GLOBAL INC | $86,000 | +8.9% | 209 | +25.1% | 0.04% | +14.3% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $86,000 | -1.1% | 789 | +0.1% | 0.04% | +2.6% |
| ABNB | Buy | AIRBNB INCcall | $86,000 | +28.4% | 500 | +25.0% | 0.04% | +33.3% |
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $84,000 | -5.6% | 3,042 | 0.0% | 0.04% | -2.5% | |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $84,000 | +3.7% | 12,735 | +0.3% | 0.04% | +8.3% |
| KMB | KIMBERLY-CLARK CORP | $83,000 | -13.5% | 675 | 0.0% | 0.04% | -11.6% | |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcall | $83,000 | -53.6% | 200 | -33.3% | 0.04% | -52.5% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $82,000 | +20.6% | 1,098 | +16.4% | 0.04% | +22.6% |
| RIO | RIO TINTO PLCsponsored adr | $82,000 | +18.8% | 1,025 | 0.0% | 0.04% | +22.6% | |
| VAC | Buy | MARRIOTT VACATIONS WORLDWIDE | $83,000 | +18.6% | 529 | +27.8% | 0.04% | +22.6% |
| New | SHELL PLCspon ads | $80,000 | – | 1,455 | +100.0% | 0.04% | – | |
| CNI | New | CANADIAN NATL RY CO | $80,000 | – | 600 | +100.0% | 0.04% | – |
| DLR | DIGITAL RLTY TR INC | $80,000 | -20.0% | 566 | 0.0% | 0.04% | -17.8% | |
| XBI | Buy | SPDR SER TRcall | $81,000 | +3.8% | 900 | +28.6% | 0.04% | +5.7% |
| VLUE | Sell | ISHARES TRmsci usa value | $81,000 | -4.7% | 779 | -0.1% | 0.04% | -2.6% |
| AMJ | Sell | JPMORGAN CHASE & COalerian ml etn | $80,000 | +1.3% | 3,823 | -13.3% | 0.04% | +5.7% |
| ATO | ATMOS ENERGY CORP | $79,000 | +14.5% | 661 | 0.0% | 0.04% | +16.1% | |
| BDX | BECTON DICKINSON & CO | $77,000 | +5.5% | 289 | 0.0% | 0.04% | +6.1% | |
| AMLP | Buy | ALPS ETF TRalerian mlp | $77,000 | +16.7% | 2,020 | +0.7% | 0.04% | +16.7% |
| SYY | SYSCO CORP | $75,000 | +4.2% | 914 | 0.0% | 0.04% | +9.4% | |
| WMT | Buy | WALMART INCcall | $75,000 | +158.6% | 500 | +150.0% | 0.04% | +169.2% |
| COIN | COINBASE GLOBAL INCcall | $76,000 | -24.8% | 400 | 0.0% | 0.04% | -22.2% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $73,000 | 0.0% | 1,420 | 0.0% | 0.03% | +3.0% | |
| XEL | XCEL ENERGY INC | $74,000 | +5.7% | 1,030 | 0.0% | 0.03% | +9.7% | |
| F | Buy | FORD MTR CO DEL | $72,000 | -18.2% | 4,262 | +0.0% | 0.03% | -15.4% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcall | $70,000 | -52.4% | 600 | -25.0% | 0.03% | -51.5% |
| RYU | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $69,000 | +6.2% | 570 | 0.0% | 0.03% | +10.3% | |
| SLV | ISHARES SILVER TRcall | $69,000 | +6.2% | 3,000 | 0.0% | 0.03% | +10.3% | |
| PAYC | PAYCOM SOFTWARE INCcall | $69,000 | -16.9% | 200 | 0.0% | 0.03% | -13.5% | |
| ILMN | Sell | ILLUMINA INCcall | $70,000 | -53.9% | 200 | -50.0% | 0.03% | -52.9% |
| UNP | UNION PAC CORP | $68,000 | +7.9% | 250 | 0.0% | 0.03% | +10.7% | |
| MCY | MERCURY GENL CORP NEW | $68,000 | +3.0% | 1,239 | 0.0% | 0.03% | +3.3% | |
| EGBN | EAGLE BANCORP INC MD | $68,000 | -1.4% | 1,188 | 0.0% | 0.03% | 0.0% | |
| SLV | ISHARES SILVER TRishares | $68,000 | +6.2% | 2,984 | 0.0% | 0.03% | +6.9% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $67,000 | -5.6% | 1,320 | 0.0% | 0.03% | -3.1% | |
| OHI | OMEGA HEALTHCARE INVS INC | $65,000 | +6.6% | 2,070 | 0.0% | 0.03% | +11.1% | |
| New | WORLD GOLD TRspdr gld minis | $65,000 | – | 1,677 | +100.0% | 0.03% | – | |
| V | Sell | VISA INCcall | $66,000 | -49.2% | 300 | -50.0% | 0.03% | -48.3% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $65,000 | -18.8% | 258 | -6.2% | 0.03% | -16.7% |
| WIX | Sell | WIX COM LTDcall | $63,000 | -64.0% | 600 | -45.5% | 0.03% | -63.3% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $64,000 | +48.8% | 768 | +50.6% | 0.03% | +52.6% |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $63,000 | -30.0% | 700 | -12.5% | 0.03% | -27.5% |
| CTVA | Sell | CORTEVA INC | $63,000 | +21.2% | 1,091 | -0.5% | 0.03% | +26.1% |
| ADSK | Buy | AUTODESK INCcall | $64,000 | +14.3% | 300 | +50.0% | 0.03% | +16.0% |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $64,000 | -5.9% | 323 | 0.0% | 0.03% | -6.5% | |
| VIAC | Buy | PARAMOUNT GLOBAL | $64,000 | +25.5% | 1,704 | +0.5% | 0.03% | +26.1% |
| EMN | EASTMAN CHEM CO | $64,000 | -8.6% | 575 | 0.0% | 0.03% | -6.5% | |
| EFT | EATON VANCE FLTING RATE INC | $62,000 | -12.7% | 4,676 | 0.0% | 0.03% | -9.4% | |
| HPQ | Buy | HP INC | $62,000 | +129.6% | 1,717 | +140.8% | 0.03% | +141.7% |
| New | CONSTELLATION ENERGY CORP | $64,000 | – | 1,146 | +100.0% | 0.03% | – | |
| NOBL | PROSHARES TRs&p 500 dv arist | $62,000 | -3.1% | 655 | 0.0% | 0.03% | 0.0% | |
| XLC | Sell | SELECT SECTOR SPDR TR | $62,000 | -29.5% | 908 | -19.6% | 0.03% | -25.6% |
| SHV | New | ISHARES TRshort treas bd | $63,000 | – | 569 | +100.0% | 0.03% | – |
| FLRN | SPDR SER TRbloomberg invt | $61,000 | 0.0% | 2,002 | 0.0% | 0.03% | +3.7% | |
| CI | CIGNA CORP NEW | $60,000 | +3.4% | 251 | 0.0% | 0.03% | +7.7% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $60,000 | -16.7% | 201 | 0.0% | 0.03% | -12.5% | |
| AVDL | Buy | AVADEL PHARMACEUTICALS PLCsponsored adr | $61,000 | -6.2% | 9,000 | +12.5% | 0.03% | -3.4% |
| IESC | Buy | IES HLDGS INC | $60,000 | -9.1% | 1,500 | +15.4% | 0.03% | -6.7% |
| ENB | ENBRIDGE INC | $58,000 | +18.4% | 1,265 | 0.0% | 0.03% | +22.7% | |
| MSOS | Buy | ADVISORSHARES TRpure us cannabis | $59,000 | +9.3% | 2,821 | +33.3% | 0.03% | +12.5% |
| New | FEDERAL RLTY INVT TR NEWsh ben int new | $59,000 | – | 487 | +100.0% | 0.03% | – | |
| ATCO | ATLAS CORPshares | $58,000 | +3.6% | 3,917 | 0.0% | 0.03% | +8.0% | |
| DVN | DEVON ENERGY CORP NEWcall | $59,000 | +34.1% | 1,000 | 0.0% | 0.03% | +35.0% | |
| BX | Buy | BLACKSTONE INC | $58,000 | +26.1% | 452 | +28.4% | 0.03% | +28.6% |
| MKL | MARKEL CORP | $59,000 | +20.4% | 40 | 0.0% | 0.03% | +22.7% | |
| MS | MORGAN STANLEY | $58,000 | -10.8% | 663 | 0.0% | 0.03% | -6.9% | |
| ARKF | New | ARK ETF TRcall | $58,000 | – | 2,000 | +100.0% | 0.03% | – |
| TEAM | ATLASSIAN CORP PLCcall | $59,000 | -22.4% | 200 | 0.0% | 0.03% | -20.6% | |
| AVGO | BROADCOM INC | $57,000 | -5.0% | 90 | 0.0% | 0.03% | -3.7% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $56,000 | +5.7% | 730 | 0.0% | 0.03% | +8.3% | |
| XBI | Buy | SPDR SER TRs&p biotech | $56,000 | +55.6% | 620 | +92.5% | 0.03% | +62.5% |
| PBCT | PEOPLES UNITED FINANCIAL INC | $57,000 | +11.8% | 2,835 | 0.0% | 0.03% | +13.0% | |
| CAG | Buy | CONAGRA BRANDS INC | $57,000 | +137.5% | 1,700 | +142.9% | 0.03% | +136.4% |
| QUAL | ISHARES TRmsci usa qlt fct | $56,000 | -8.2% | 416 | 0.0% | 0.03% | -3.7% | |
| IWO | ISHARES TRrus 2000 grw etf | $55,000 | -12.7% | 215 | 0.0% | 0.02% | -10.7% | |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $55,000 | -54.5% | 922 | -53.7% | 0.02% | -53.7% |
| IDXX | IDEXX LABS INC | $55,000 | -16.7% | 100 | 0.0% | 0.02% | -16.7% | |
| ALL | ALLSTATE CORP | $55,000 | +17.0% | 400 | 0.0% | 0.02% | +19.0% | |
| NFG | NATIONAL FUEL GAS CO | $55,000 | +7.8% | 800 | 0.0% | 0.02% | +8.7% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDcall | $55,000 | -23.6% | 500 | -16.7% | 0.02% | -21.9% |
| APPN | APPIAN CORPcall | $54,000 | -10.0% | 900 | 0.0% | 0.02% | -7.4% | |
| GMED | GLOBUS MED INCcl a | $52,000 | +2.0% | 700 | 0.0% | 0.02% | +4.3% | |
| NTR | NUTRIEN LTD | $52,000 | +36.8% | 500 | 0.0% | 0.02% | +41.2% | |
| DAL | Sell | DELTA AIR LINES INC DELcall | $52,000 | -21.2% | 1,300 | -23.5% | 0.02% | -20.0% |
| ECL | ECOLAB INCcall | $53,000 | -24.3% | 300 | 0.0% | 0.02% | -22.6% | |
| ALC | ALCON AG | $52,000 | -8.8% | 655 | 0.0% | 0.02% | -7.7% | |
| ENPH | ENPHASE ENERGY INC | $52,000 | +8.3% | 260 | 0.0% | 0.02% | +9.1% | |
| MRNA | MODERNA INCcall | $52,000 | -31.6% | 300 | 0.0% | 0.02% | -29.4% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $50,000 | +316.7% | 110 | +340.0% | 0.02% | +360.0% |
| IXC | ISHARES TRglobal energ etf | $49,000 | +32.4% | 1,357 | 0.0% | 0.02% | +35.3% | |
| DXCM | Sell | DEXCOM INCcall | $51,000 | -68.3% | 100 | -66.7% | 0.02% | -68.1% |
| VRP | INVESCO EXCH TRADED FD TR IIvar rate pfd | $51,000 | -5.6% | 2,100 | 0.0% | 0.02% | -4.2% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $50,000 | -9.1% | 270 | 0.0% | 0.02% | -8.0% | |
| ROKU | Buy | ROKU INCcall | $50,000 | +8.7% | 400 | +100.0% | 0.02% | +9.5% |
| FCX | FREEPORT-MCMORAN INCcall | $50,000 | +19.0% | 1,000 | 0.0% | 0.02% | +21.1% | |
| ENTA | ENANTA PHARMACEUTICALS INC | $50,000 | -3.8% | 696 | 0.0% | 0.02% | 0.0% | |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $49,000 | -5.8% | 1,974 | +100.0% | 0.02% | 0.0% |
| PENN | Sell | PENN NATL GAMING INCcall | $50,000 | -59.7% | 1,200 | -50.0% | 0.02% | -58.9% |
| CYBR | Sell | CYBERARK SOFTWARE LTDcall | $51,000 | -41.4% | 300 | -40.0% | 0.02% | -41.0% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $49,000 | -12.5% | 268 | +0.8% | 0.02% | -8.0% |
| NKE | NIKE INCcl b | $50,000 | -18.0% | 368 | 0.0% | 0.02% | -14.8% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $50,000 | +6.4% | 3,279 | 0.0% | 0.02% | +9.5% | |
| IAU | GOLD TRishares new | $51,000 | +6.2% | 1,390 | 0.0% | 0.02% | +4.5% | |
| SNPS | SYNOPSYS INC | $50,000 | -9.1% | 150 | 0.0% | 0.02% | -8.0% | |
| BLK | BLACKROCK INC | $49,000 | -16.9% | 64 | 0.0% | 0.02% | -11.5% | |
| DD | Sell | DUPONT DE NEMOURS INC | $49,000 | -10.9% | 669 | -0.9% | 0.02% | -8.0% |
| IT | GARTNER INC | $48,000 | -9.4% | 160 | 0.0% | 0.02% | -8.3% | |
| AEE | AMEREN CORP | $47,000 | +4.4% | 500 | 0.0% | 0.02% | +10.0% | |
| GIS | GENERAL MLS INC | $47,000 | 0.0% | 691 | 0.0% | 0.02% | +4.8% | |
| IUSB | ISHARES TRcore total usd | $47,000 | -6.0% | 946 | 0.0% | 0.02% | 0.0% | |
| NET | CLOUDFLARE INCcall | $48,000 | -9.4% | 400 | 0.0% | 0.02% | -8.3% | |
| NUE | NUCOR CORPcall | $45,000 | +32.4% | 300 | 0.0% | 0.02% | +40.0% | |
| PYPL | PAYPAL HLDGS INCcall | $46,000 | -38.7% | 400 | 0.0% | 0.02% | -38.2% | |
| SNOW | SNOWFLAKE INCcall | $46,000 | -32.4% | 200 | 0.0% | 0.02% | -32.3% | |
| ADBE | New | ADOBE SYSTEMS INCORPORATEDcall | $46,000 | – | 100 | +100.0% | 0.02% | – |
| IEFA | Buy | ISHARES TRcore msci eafe | $46,000 | -4.2% | 665 | +3.6% | 0.02% | -4.5% |
| OKTA | OKTA INCcall | $45,000 | -32.8% | 300 | 0.0% | 0.02% | -30.0% | |
| SNY | SANOFIsponsored adr | $45,000 | +2.3% | 869 | 0.0% | 0.02% | +5.0% | |
| CAT | CATERPILLAR INCcall | $45,000 | +9.8% | 200 | 0.0% | 0.02% | +16.7% | |
| RQI | Buy | COHEN & STEERS QUALITY INCOM | $46,000 | -8.0% | 2,763 | +0.8% | 0.02% | -4.5% |
| MBB | Sell | ISHARES TRmbs etf | $44,000 | -17.0% | 432 | -11.7% | 0.02% | -16.7% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $43,000 | -29.5% | 404 | -48.8% | 0.02% | -25.9% |
| KXI | ISHARES TRglb cnsm stp etf | $43,000 | -4.4% | 700 | 0.0% | 0.02% | 0.0% | |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $42,000 | +13.5% | 2,535 | +2.2% | 0.02% | +11.8% |
| ET | ENERGY TRANSFER L P | $42,000 | +35.5% | 3,780 | 0.0% | 0.02% | +35.7% | |
| ZS | Buy | ZSCALER INC | $41,000 | -19.6% | 169 | +5.6% | 0.02% | -17.4% |
| DON | WISDOMTREE TRus midcap divid | $41,000 | 0.0% | 915 | 0.0% | 0.02% | +5.6% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $42,000 | 0.0% | 331 | 0.0% | 0.02% | 0.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $41,000 | -18.0% | 2,790 | 0.0% | 0.02% | -13.6% | |
| IWP | ISHARES TRrus md cp gr etf | $41,000 | -12.8% | 406 | 0.0% | 0.02% | -9.5% | |
| SLB | SCHLUMBERGER LTDcall | $41,000 | +36.7% | 1,000 | 0.0% | 0.02% | +46.2% | |
| CP | CANADIAN PAC RY LTD | $41,000 | +13.9% | 500 | 0.0% | 0.02% | +18.8% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $42,000 | -6.7% | 759 | +1.9% | 0.02% | -5.0% |
| WBA | WALGREENS BOOTS ALLIANCE INC | $41,000 | -14.6% | 925 | 0.0% | 0.02% | -13.6% | |
| DOCU | Buy | DOCUSIGN INCcall | $42,000 | +40.0% | 400 | +100.0% | 0.02% | +46.2% |
| SPG | SIMON PPTY GROUP INC NEW | $39,000 | -18.8% | 300 | 0.0% | 0.02% | -18.2% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $40,000 | -11.1% | 67 | 0.0% | 0.02% | -10.0% | |
| MDB | Buy | MONGODB INCcl a | $40,000 | -9.1% | 90 | +7.1% | 0.02% | -10.0% |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $39,000 | – | 200 | +100.0% | 0.02% | – |
| AFL | Buy | AFLAC INC | $40,000 | +110.5% | 619 | +94.0% | 0.02% | +100.0% |
| BP | Buy | BP PLCsponsored adr | $40,000 | +8.1% | 1,377 | +0.2% | 0.02% | +5.9% |
| LUV | Sell | SOUTHWEST AIRLS CO | $40,000 | +5.3% | 867 | -3.3% | 0.02% | +5.9% |
| HON | HONEYWELL INTL INCcall | $39,000 | -7.1% | 200 | 0.0% | 0.02% | -5.3% | |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $39,000 | 0.0% | 1,000 | 0.0% | 0.02% | +5.9% | |
| ABNB | AIRBNB INC | $39,000 | +2.6% | 227 | 0.0% | 0.02% | +5.9% | |
| BB | Buy | BLACKBERRY LTDcall | $40,000 | -2.4% | 5,400 | +22.7% | 0.02% | 0.0% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $36,000 | -7.7% | 529 | +0.4% | 0.02% | 0.0% |
| KHC | Buy | KRAFT HEINZ CO | $36,000 | +24.1% | 918 | +12.2% | 0.02% | +30.8% |
| FMB | FIRST TR EXCH TRADED FD IIImanagd mun etf | $38,000 | -7.3% | 720 | 0.0% | 0.02% | -5.6% | |
| FLGT | New | FULGENT GENETICS INCcall | $37,000 | – | 600 | +100.0% | 0.02% | – |
| NYF | ISHARES TRnew york mun etf | $36,000 | -5.3% | 663 | 0.0% | 0.02% | 0.0% | |
| SHOP | Buy | SHOPIFY INCcl a | $38,000 | -13.6% | 56 | +75.0% | 0.02% | -15.0% |
| GPC | GENUINE PARTS CO | $38,000 | -9.5% | 300 | 0.0% | 0.02% | -10.5% | |
| COF | CAPITAL ONE FINL CORP | $34,000 | -8.1% | 258 | 0.0% | 0.02% | -5.9% | |
| APPN | APPIAN CORPcl a | $35,000 | -5.4% | 562 | 0.0% | 0.02% | -5.9% | |
| GM | Buy | GENERAL MTRS COcall | $35,000 | 0.0% | 800 | +33.3% | 0.02% | 0.0% |
| ORCL | Sell | ORACLE CORPcall | $34,000 | -56.4% | 400 | -55.6% | 0.02% | -54.3% |
| HYG | ISHARES TRiboxx hi yd etf | $35,000 | -5.4% | 421 | 0.0% | 0.02% | -5.9% | |
| KKR | KKR & CO INCcall | $35,000 | -22.2% | 600 | 0.0% | 0.02% | -20.0% | |
| FICO | FAIR ISAAC CORP | $35,000 | +6.1% | 75 | 0.0% | 0.02% | +6.7% | |
| OKE | ONEOK INC NEW | $35,000 | +20.7% | 494 | 0.0% | 0.02% | +23.1% | |
| IUSV | ISHARES TRcore s&p us vlu | $35,000 | -2.8% | 466 | 0.0% | 0.02% | 0.0% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $33,000 | -5.7% | 580 | 0.0% | 0.02% | -6.2% | |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $33,000 | -26.7% | 1,502 | -26.7% | 0.02% | -25.0% |
| MFC | MANULIFE FINL CORP | $33,000 | +13.8% | 1,527 | 0.0% | 0.02% | +15.4% | |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | $32,000 | -13.5% | 2,667 | 0.0% | 0.02% | -11.8% | |
| EXPD | EXPEDITORS INTL WASH INC | $33,000 | -23.3% | 320 | 0.0% | 0.02% | -21.1% | |
| DIM | Buy | WISDOMTREE TRintl midcap dv | $32,000 | -3.0% | 496 | +0.2% | 0.02% | 0.0% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $32,000 | -50.8% | 174 | -46.1% | 0.02% | -48.3% |
| WYNN | WYNN RESORTS LTD | $33,000 | -5.7% | 416 | 0.0% | 0.02% | -6.2% | |
| UPST | UPSTART HLDGS INCcall | $33,000 | -26.7% | 300 | 0.0% | 0.02% | -25.0% | |
| NBO | NEUBERGER BERMAN N Y MUN FD | $30,000 | -11.8% | 2,580 | 0.0% | 0.01% | -6.7% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $31,000 | -36.7% | 268 | 0.0% | 0.01% | -36.4% | |
| SPOT | New | SPOTIFY TECHNOLOGY S Acall | $30,000 | – | 200 | +100.0% | 0.01% | – |
| SPIP | SPDR SER TRportfli tips etf | $31,000 | -6.1% | 1,034 | 0.0% | 0.01% | -6.7% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $31,000 | -3.1% | 473 | 0.0% | 0.01% | 0.0% | |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $30,000 | 0.0% | 375 | +5.0% | 0.01% | +7.7% |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $30,000 | -3.2% | 1,445 | 0.0% | 0.01% | 0.0% | |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $30,000 | +7.1% | 1,000 | 0.0% | 0.01% | +7.7% | |
| COUP | Sell | COUPA SOFTWARE INCcall | $30,000 | -53.1% | 300 | -25.0% | 0.01% | -51.7% |
| MU | Buy | MICRON TECHNOLOGY INCcall | $31,000 | +10.7% | 400 | +33.3% | 0.01% | +7.7% |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $30,000 | 0.0% | 500 | 0.0% | 0.01% | +7.7% | |
| SAIC | SCIENCE APPLICATIONS INTL CO | $29,000 | +11.5% | 311 | 0.0% | 0.01% | +8.3% | |
| AGZ | ISHARES TRagency bond etf | $29,000 | -3.3% | 257 | 0.0% | 0.01% | 0.0% | |
| SLVP | ISHARES INCmsci glb slv&mtl | $28,000 | +7.7% | 2,000 | 0.0% | 0.01% | +8.3% | |
| J | JACOBS ENGR GROUP INC | $28,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| GWRE | GUIDEWIRE SOFTWARE INC | $28,000 | -17.6% | 300 | 0.0% | 0.01% | -13.3% | |
| CSCO | CISCO SYS INCcall | $28,000 | -12.5% | 500 | 0.0% | 0.01% | -7.1% | |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $28,000 | -6.7% | 344 | +0.3% | 0.01% | 0.0% |
| NUV | NUVEEN MUN VALUE FD INC | $27,000 | -6.9% | 2,825 | 0.0% | 0.01% | -7.7% | |
| PAYX | PAYCHEX INC | $27,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| FMC | FMC CORP | $26,000 | +18.2% | 200 | 0.0% | 0.01% | +20.0% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $25,000 | -7.4% | 424 | 0.0% | 0.01% | 0.0% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $25,000 | -7.4% | 341 | 0.0% | 0.01% | 0.0% | |
| MTUM | ISHARES TRmsci usa mmentm | $26,000 | -10.3% | 157 | 0.0% | 0.01% | -7.7% | |
| VRTX | New | VERTEX PHARMACEUTICALS INCcall | $26,000 | – | 100 | +100.0% | 0.01% | – |
| RVLV | Sell | REVOLVE GROUP INCcall | $27,000 | -63.0% | 500 | -61.5% | 0.01% | -63.6% |
| SMH | VANECK ETF TRUSTsemiconductr etf | $27,000 | -12.9% | 100 | 0.0% | 0.01% | -14.3% | |
| UPST | Buy | UPSTART HLDGS INC | $26,000 | +85.7% | 236 | +153.8% | 0.01% | +100.0% |
| LOW | LOWES COS INC | $25,000 | -21.9% | 125 | 0.0% | 0.01% | -14.3% | |
| TRV | TRAVELERS COMPANIES INC | $26,000 | +13.0% | 144 | 0.0% | 0.01% | +20.0% | |
| AA | ALCOA CORP | $25,000 | +47.1% | 277 | 0.0% | 0.01% | +50.0% | |
| TSCO | Buy | TRACTOR SUPPLY CO | $25,000 | 0.0% | 106 | +1.0% | 0.01% | +9.1% |
| BCX | Sell | BLACKROCK RES & COMMODITIES | $27,000 | -10.0% | 2,449 | -23.6% | 0.01% | -7.7% |
| PRU | PRUDENTIAL FINL INC | $25,000 | +8.7% | 212 | 0.0% | 0.01% | +20.0% | |
| ORI | Buy | OLD REP INTL CORP | $27,000 | +3.8% | 1,057 | +0.9% | 0.01% | 0.0% |
| EVN | EATON VANCE MUNI INCOME TRUSsh ben int | $24,000 | -14.3% | 2,035 | 0.0% | 0.01% | -15.4% | |
| RHS | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $23,000 | 0.0% | 138 | 0.0% | 0.01% | +10.0% | |
| JD | Sell | JD.COM INCcall | $23,000 | -63.5% | 400 | -55.6% | 0.01% | -60.7% |
| DSL | DOUBLELINE INCOME SOLUTIONS | $24,000 | -11.1% | 1,650 | 0.0% | 0.01% | -8.3% | |
| CRM | SALESFORCE COM INC | $23,000 | -17.9% | 110 | 0.0% | 0.01% | -15.4% | |
| SCHR | SCHWAB STRATEGIC TRintrm trm tres | $24,000 | -4.0% | 451 | 0.0% | 0.01% | 0.0% | |
| RVT | Sell | ROYCE VALUE TR INC | $24,000 | -27.3% | 1,411 | -17.0% | 0.01% | -26.7% |
| ALV | AUTOLIV INC | $23,000 | -25.8% | 300 | 0.0% | 0.01% | -21.4% | |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $23,000 | -28.1% | 345 | -22.6% | 0.01% | -21.4% |
| GRMN | New | GARMIN LTDcall | $24,000 | – | 200 | +100.0% | 0.01% | – |
| CGNX | Buy | COGNEX CORP | $23,000 | +91.7% | 301 | +99.3% | 0.01% | +120.0% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $21,000 | -4.5% | 421 | +1.4% | 0.01% | 0.0% |
| PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $21,000 | -8.7% | 321 | 0.0% | 0.01% | 0.0% | |
| VMW | VMWARE INC | $22,000 | 0.0% | 191 | 0.0% | 0.01% | 0.0% | |
| MET | METLIFE INC | $21,000 | +10.5% | 305 | 0.0% | 0.01% | +11.1% | |
| IGHG | PROSHARES TRinvt int rt hg | $21,000 | -4.5% | 295 | 0.0% | 0.01% | 0.0% | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $21,000 | +16.7% | 65 | 0.0% | 0.01% | +25.0% | |
| DELL | DELL TECHNOLOGIES INCcl c | $22,000 | -12.0% | 437 | 0.0% | 0.01% | -9.1% | |
| IYH | ISHARES TRus hlthcare etf | $21,000 | -4.5% | 72 | 0.0% | 0.01% | 0.0% | |
| SNAP | Sell | SNAP INCcall | $21,000 | -70.0% | 600 | -60.0% | 0.01% | -67.7% |
| JBLU | New | JETBLUE AWYS CORP | $22,000 | – | 1,500 | +100.0% | 0.01% | – |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $21,000 | +16.7% | 2,225 | 0.0% | 0.01% | +25.0% | |
| ANTM | ANTHEM INC | $22,000 | +4.8% | 45 | 0.0% | 0.01% | +11.1% | |
| ANET | ARISTA NETWORKS INC | $21,000 | -4.5% | 152 | 0.0% | 0.01% | 0.0% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $20,000 | -37.5% | 180 | -20.0% | 0.01% | -35.7% |
| ZTS | Buy | ZOETIS INCcl a | $19,000 | +58.3% | 100 | +100.0% | 0.01% | +80.0% |
| XAIR | BEYOND AIR INC | $20,000 | -28.6% | 3,000 | 0.0% | 0.01% | -30.8% | |
| BAX | BAXTER INTL INC | $19,000 | -9.5% | 244 | 0.0% | 0.01% | 0.0% | |
| WSBC | WESBANCO INC | $19,000 | -5.0% | 559 | 0.0% | 0.01% | 0.0% | |
| EIM | EATON VANCE MUN BD FD | $20,000 | -16.7% | 1,732 | 0.0% | 0.01% | -18.2% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $20,000 | +900.0% | 1,153 | +653.6% | 0.01% | +800.0% |
| IDU | ISHARES TRu.s. utilits etf | $20,000 | +5.3% | 220 | 0.0% | 0.01% | 0.0% | |
| LW | New | LAMB WESTON HLDGS INC | $20,000 | – | 333 | +100.0% | 0.01% | – |
| U | UNITY SOFTWARE INCcall | $20,000 | -31.0% | 200 | 0.0% | 0.01% | -30.8% | |
| MTB | M & T BK CORP | $19,000 | +5.6% | 115 | 0.0% | 0.01% | +12.5% | |
| NEM | NEWMONT CORP | $20,000 | +25.0% | 250 | 0.0% | 0.01% | +28.6% | |
| PK | PARK HOTELS & RESORTS INC | $20,000 | +5.3% | 1,000 | 0.0% | 0.01% | 0.0% | |
| PINS | Buy | PINTEREST INCcall | $20,000 | -9.1% | 800 | +33.3% | 0.01% | -10.0% |
| RYN | RAYONIER INC | $19,000 | +5.6% | 450 | 0.0% | 0.01% | +12.5% | |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $19,000 | -26.9% | 297 | -38.4% | 0.01% | -25.0% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $19,000 | -5.0% | 568 | +3.5% | 0.01% | 0.0% |
| HYMB | SPDR SER TRnuveen bloomberg | $17,000 | -5.6% | 300 | 0.0% | 0.01% | 0.0% | |
| BGB | BLACKSTONE STRATEGIC CREDIT | $17,000 | -5.6% | 1,313 | 0.0% | 0.01% | 0.0% | |
| FSLR | FIRST SOLAR INC | $18,000 | -5.3% | 214 | 0.0% | 0.01% | -11.1% | |
| TT | Buy | TRANE TECHNOLOGIES PLC | $18,000 | +12.5% | 120 | +50.0% | 0.01% | +14.3% |
| OGN | Sell | ORGANON & CO | $18,000 | 0.0% | 507 | -15.1% | 0.01% | 0.0% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $17,000 | -5.6% | 49 | 0.0% | 0.01% | 0.0% | |
| ASML | ASML HOLDING N V | $18,000 | -14.3% | 27 | 0.0% | 0.01% | -11.1% | |
| SNOW | Sell | SNOWFLAKE INCcl a | $18,000 | -45.5% | 82 | -15.5% | 0.01% | -46.7% |
| PSCF | INVESCO EXCH TRADED FD TR IIs&p smlcp finl | $18,000 | -5.3% | 305 | 0.0% | 0.01% | -11.1% | |
| STZ | CONSTELLATION BRANDS INCcl a | $17,000 | -10.5% | 75 | 0.0% | 0.01% | -11.1% | |
| MELI | Sell | MERCADOLIBRE INC | $18,000 | -79.5% | 15 | -76.9% | 0.01% | -79.5% |
| OXY | OCCIDENTAL PETE CORP | $17,000 | +88.9% | 300 | 0.0% | 0.01% | +100.0% | |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $15,000 | -31.8% | 1,118 | -8.2% | 0.01% | -30.0% |
| MOO | VANECK ETF TRUSTagribusiness etf | $16,000 | +14.3% | 150 | 0.0% | 0.01% | +16.7% | |
| PYPL | Buy | PAYPAL HLDGS INC | $15,000 | +200.0% | 128 | +357.1% | 0.01% | +250.0% |
| ASAN | ASANA INCcall | $16,000 | -46.7% | 400 | 0.0% | 0.01% | -46.2% | |
| Buy | RIVIAN AUTOMOTIVE INCcall | $15,000 | -28.6% | 300 | +50.0% | 0.01% | -22.2% | |
| GTO | Sell | INVESCO ACTIVELY MANAGED ETFtotal return | $16,000 | -94.9% | 296 | -94.7% | 0.01% | -95.0% |
| PVH | PVH CORPORATION | $15,000 | -28.6% | 200 | 0.0% | 0.01% | -22.2% | |
| CFLT | New | CONFLUENT INCcall | $16,000 | – | 400 | +100.0% | 0.01% | – |
| TWLO | Buy | TWILIO INCcl a | $16,000 | -27.3% | 100 | +17.6% | 0.01% | -30.0% |
| RIG | Sell | TRANSOCEAN LTD | $15,000 | -6.2% | 3,252 | -45.4% | 0.01% | 0.0% |
| EBF | Buy | ENNIS INC | $15,000 | +25.0% | 835 | +33.2% | 0.01% | +40.0% |
| HACK | Buy | ETF MANAGERS TRprime cybr scrty | $15,000 | +50.0% | 248 | +58.0% | 0.01% | +75.0% |
| LYFT | Sell | LYFT INCcall | $16,000 | -54.3% | 400 | -50.0% | 0.01% | -56.2% |
| BBBY | Sell | BED BATH & BEYOND INCcall | $16,000 | -51.5% | 700 | -69.6% | 0.01% | -53.3% |
| FVRR | FIVERR INTL LTDcall | $15,000 | -34.8% | 200 | 0.0% | 0.01% | -30.0% | |
| C | Sell | CITIGROUP INCcall | $16,000 | -81.0% | 300 | -78.6% | 0.01% | -81.6% |
| DOCN | DIGITALOCEAN HLDGS INCcall | $12,000 | -25.0% | 200 | 0.0% | 0.01% | -14.3% | |
| WLKP | WESTLAKE CHEM PARTNERS LP | $14,000 | +7.7% | 500 | 0.0% | 0.01% | 0.0% | |
| DBEF | DBX ETF TRxtrack msci eafe | $12,000 | -7.7% | 321 | 0.0% | 0.01% | 0.0% | |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $12,000 | +50.0% | 50 | +35.1% | 0.01% | +50.0% |
| HEDJ | WISDOMTREE TReurope hedged eq | $12,000 | -14.3% | 169 | 0.0% | 0.01% | 0.0% | |
| SBS | COMPANHIA DE SANEAMENTO BASIsponsored adr | $12,000 | +33.3% | 1,200 | 0.0% | 0.01% | +50.0% | |
| ICLR | ICON PLC | $13,000 | -23.5% | 55 | 0.0% | 0.01% | -25.0% | |
| DB | DEUTSCHE BANK A Gnamen akt | $13,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| PML | PIMCO MUN INCOME FD II | $12,000 | -25.0% | 1,081 | 0.0% | 0.01% | -14.3% | |
| PRFT | PERFICIENT INC | $12,000 | -14.3% | 110 | 0.0% | 0.01% | 0.0% | |
| TDOC | TELADOC HEALTH INC | $14,000 | -22.2% | 191 | 0.0% | 0.01% | -25.0% | |
| PLUG | PLUG POWER INCcall | $14,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| BYD | BOYD GAMING CORP | $13,000 | 0.0% | 191 | 0.0% | 0.01% | 0.0% | |
| PGR | PROGRESSIVE CORP | $12,000 | +9.1% | 107 | 0.0% | 0.01% | +20.0% | |
| PSEC | PROSPECT CAP CORP | $12,000 | 0.0% | 1,465 | 0.0% | 0.01% | +20.0% | |
| NUSC | NUSHARES ETF TRnuveen esg smlcp | $13,000 | 0.0% | 318 | 0.0% | 0.01% | 0.0% | |
| NOK | Sell | NOKIA CORPcall | $13,000 | -38.1% | 2,500 | -28.6% | 0.01% | -33.3% |
| MRNA | Sell | MODERNA INC | $14,000 | -48.1% | 81 | -23.6% | 0.01% | -50.0% |
| BKNG | BOOKING HOLDINGS INC | $14,000 | 0.0% | 6 | 0.0% | 0.01% | 0.0% | |
| MMC | MARSH & MCLENNAN COS INC | $12,000 | 0.0% | 70 | 0.0% | 0.01% | +20.0% | |
| MSGS | Sell | MADISON SQUARE GRDN SPRT CORcl a | $12,000 | -29.4% | 69 | -31.0% | 0.01% | -25.0% |
| MSCI | MSCI INC | $12,000 | -14.3% | 23 | 0.0% | 0.01% | 0.0% | |
| KWEB | KRANESHARES TRcall | $14,000 | -22.2% | 500 | 0.0% | 0.01% | -25.0% | |
| KSS | Sell | KOHLS CORPcall | $12,000 | -60.0% | 200 | -66.7% | 0.01% | -53.8% |
| AIG | AMERICAN INTL GROUP INC | $13,000 | +18.2% | 200 | 0.0% | 0.01% | +20.0% | |
| IDRV | ISHARES TRself drivng ev | $12,000 | -14.3% | 255 | 0.0% | 0.01% | 0.0% | |
| FLOT | ISHARES TRfltg rate nt etf | $14,000 | 0.0% | 276 | 0.0% | 0.01% | 0.0% | |
| GVI | ISHARES TRintrm gov cr etf | $12,000 | 0.0% | 108 | 0.0% | 0.01% | +20.0% | |
| GBF | ISHARES TRgov/cred bd etf | $12,000 | -7.7% | 105 | 0.0% | 0.01% | 0.0% | |
| ROST | ROSS STORES INC | $14,000 | -17.6% | 152 | 0.0% | 0.01% | -25.0% | |
| ICLN | ISHARES TRgl clean ene etf | $12,000 | 0.0% | 548 | 0.0% | 0.01% | +20.0% | |
| NVTA | Buy | INVITAE CORPcall | $12,000 | +9.1% | 1,400 | +100.0% | 0.01% | +20.0% |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $12,000 | +9.1% | 300 | 0.0% | 0.01% | +20.0% | |
| HST | HOST HOTELS & RESORTS INC | $13,000 | +8.3% | 678 | 0.0% | 0.01% | +20.0% | |
| GII | SPDR INDEX SHS FDSs&p gblinf etf | $12,000 | +9.1% | 200 | 0.0% | 0.01% | +20.0% | |
| TEL | TE CONNECTIVITY LTD | $12,000 | -20.0% | 90 | 0.0% | 0.01% | -14.3% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $13,000 | 0.0% | 243 | 0.0% | 0.01% | 0.0% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $13,000 | -13.3% | 67 | 0.0% | 0.01% | -14.3% | |
| FNB | New | F N B CORP | $14,000 | – | 1,085 | +100.0% | 0.01% | – |
| SIVR | ABRDN SILVER ETF TRUST | $13,000 | +8.3% | 550 | 0.0% | 0.01% | +20.0% | |
| RBLX | Buy | ROBLOX CORPcl a | $11,000 | +450.0% | 239 | +1095.0% | 0.01% | +400.0% |
| BCE | BCE INC | $11,000 | +10.0% | 200 | 0.0% | 0.01% | +25.0% | |
| TBBK | BANCORP INC DEL | $11,000 | +10.0% | 385 | 0.0% | 0.01% | +25.0% | |
| BAND | New | BANDWIDTH INCcall | $10,000 | – | 300 | +100.0% | 0.01% | – |
| BBBY | BED BATH & BEYOND INC | $11,000 | +57.1% | 500 | 0.0% | 0.01% | +66.7% | |
| BLE | BLACKROCK MUNI INCOME TR II | $10,000 | -16.7% | 800 | 0.0% | 0.01% | 0.0% | |
| BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $11,000 | 0.0% | 127 | 0.0% | 0.01% | 0.0% | |
| CHGG | CHEGG INC | $11,000 | +22.2% | 300 | 0.0% | 0.01% | +25.0% | |
| CFG | CITIZENS FINL GROUP INC | $10,000 | 0.0% | 217 | 0.0% | 0.01% | +25.0% | |
| COIN | COINBASE GLOBAL INC | $10,000 | -28.6% | 55 | 0.0% | 0.01% | -16.7% | |
| CMI | CUMMINS INC | $10,000 | -9.1% | 50 | 0.0% | 0.01% | 0.0% | |
| DUTCH BROS INCcl a | $11,000 | +10.0% | 200 | 0.0% | 0.01% | +25.0% | ||
| FBHS | FORTUNE BRANDS HOME & SEC IN | $11,000 | -31.2% | 150 | 0.0% | 0.01% | -28.6% | |
| GM | Buy | GENERAL MTRS CO | $11,000 | -8.3% | 256 | +27.4% | 0.01% | 0.0% |
| PIO | INVESCO EXCH TRADED FD TR IIglobal water | $11,000 | -15.4% | 300 | 0.0% | 0.01% | -16.7% | |
| IBB | Sell | ISHARES TRishares biotech | $11,000 | -54.2% | 88 | -42.9% | 0.01% | -54.5% |
| IJS | ISHARES TRsp smcp600vl etf | $11,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% | |
| LRCX | LAM RESEARCH CORP | $10,000 | -28.6% | 19 | 0.0% | 0.01% | -16.7% | |
| ON | Buy | ON SEMICONDUCTOR CORP | $10,000 | 0.0% | 155 | +3.3% | 0.01% | +25.0% |
| DGX | QUEST DIAGNOSTICS INC | $11,000 | -21.4% | 82 | 0.0% | 0.01% | -16.7% | |
| O | REALTY INCOME CORP | $10,000 | 0.0% | 140 | 0.0% | 0.01% | +25.0% | |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $10,000 | – | 203 | +100.0% | 0.01% | – |
| NOW | Buy | SERVICENOW INC | $11,000 | +10.0% | 20 | +33.3% | 0.01% | +25.0% |
| SHW | SHERWIN WILLIAMS CO | $11,000 | -31.2% | 45 | 0.0% | 0.01% | -28.6% | |
| TTE | TOTALENERGIES SEsponsored ads | $10,000 | 0.0% | 200 | 0.0% | 0.01% | +25.0% | |
| UA | Sell | UNDER ARMOUR INCcl c | $11,000 | -15.4% | 700 | -2.2% | 0.01% | -16.7% |
| BNDW | VANGUARD SCOTTSDALE FDStotal wld bd etf | $11,000 | -8.3% | 150 | 0.0% | 0.01% | 0.0% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $10,000 | +11.1% | 155 | 0.0% | 0.01% | +25.0% | |
| ETN | EATON CORP PLC | $11,000 | -15.4% | 75 | 0.0% | 0.01% | -16.7% | |
| FN | FABRINET | $10,000 | -16.7% | 98 | 0.0% | 0.01% | 0.0% | |
| AFRM | Buy | AFFIRM HLDGS INC | $9,000 | -10.0% | 200 | +100.0% | 0.00% | 0.0% |
| CYBR | CYBERARK SOFTWARE LTD | $8,000 | -11.1% | 50 | 0.0% | 0.00% | 0.0% | |
| SAR | SARATOGA INVT CORP | $9,000 | 0.0% | 315 | 0.0% | 0.00% | 0.0% | |
| DKNG | Sell | DRAFTKINGS INCcall | $8,000 | -66.7% | 400 | -55.6% | 0.00% | -63.6% |
| VLO | VALERO ENERGY CORP | $9,000 | +28.6% | 93 | 0.0% | 0.00% | +33.3% | |
| AZN | ASTRAZENECA PLCsponsored adr | $8,000 | +14.3% | 123 | 0.0% | 0.00% | +33.3% | |
| FITB | FIFTH THIRD BANCORP | $9,000 | 0.0% | 217 | 0.0% | 0.00% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $8,000 | +14.3% | 107 | 0.0% | 0.00% | +33.3% | |
| SKLZ | Buy | SKILLZ INCcall | $8,000 | +14.3% | 2,500 | +150.0% | 0.00% | +33.3% |
| HMC | HONDA MOTOR LTD | $8,000 | -11.1% | 300 | 0.0% | 0.00% | 0.0% | |
| LMND | LEMONADE INC | $9,000 | -35.7% | 324 | 0.0% | 0.00% | -33.3% | |
| FLR | FLUOR CORP NEW | $9,000 | +28.6% | 300 | 0.0% | 0.00% | +33.3% | |
| IPG | INTERPUBLIC GROUP COS INC | $8,000 | -11.1% | 228 | 0.0% | 0.00% | 0.0% | |
| VTRS | Buy | VIATRIS INC | $9,000 | -10.0% | 784 | +2.5% | 0.00% | 0.0% |
| TWTR | TWITTER INC | $8,000 | -11.1% | 200 | 0.0% | 0.00% | 0.0% | |
| AXSM | Buy | AXSOME THERAPEUTICS INC | $8,000 | +100.0% | 200 | +100.0% | 0.00% | +100.0% |
| CNC | CENTENE CORP DEL | $9,000 | +12.5% | 101 | 0.0% | 0.00% | 0.0% | |
| WPC | WP CAREY INC | $8,000 | -11.1% | 104 | 0.0% | 0.00% | 0.0% | |
| LMND | LEMONADE INCcall | $8,000 | -33.3% | 300 | 0.0% | 0.00% | -20.0% | |
| GSL | GLOBAL SHIP LEASE INC NEW | $8,000 | +14.3% | 285 | 0.0% | 0.00% | +33.3% | |
| FAS | DIREXION SHS ETF TRdly fin bull new | $8,000 | -11.1% | 70 | 0.0% | 0.00% | 0.0% | |
| IRM | IRON MTN INC NEW | $8,000 | +14.3% | 143 | 0.0% | 0.00% | +33.3% | |
| EVGO | Buy | EVGO INC | $9,000 | +50.0% | 700 | +16.7% | 0.00% | +33.3% |
| FTV | Buy | FORTIVE CORP | $9,000 | +12.5% | 150 | +50.0% | 0.00% | 0.0% |
| LDUR | PIMCO ETF TRenhncd lw dur ac | $8,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
| CPLP | CAPITAL PRODUCT PARTNERS L Ppartnershp units | $9,000 | +12.5% | 485 | 0.0% | 0.00% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| OMC | OMNICOM GROUP INC | $8,000 | +14.3% | 90 | 0.0% | 0.00% | +33.3% | |
| TJX | TJX COS INC NEW | $8,000 | -27.3% | 140 | 0.0% | 0.00% | -20.0% | |
| IEF | ISHARES TRbarclays 7 10 yr | $9,000 | -10.0% | 87 | 0.0% | 0.00% | 0.0% | |
| GGN | Buy | GAMCO GLOBAL GOLD NAT RES & | $9,000 | +12.5% | 2,165 | +2.4% | 0.00% | 0.0% |
| IDV | ISHARES TRintl sel div etf | $9,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% | |
| RACE | FERRARI N V | $9,000 | -10.0% | 40 | 0.0% | 0.00% | 0.0% | |
| KFY | KORN FERRY | $8,000 | -11.1% | 120 | 0.0% | 0.00% | 0.0% | |
| EVF | EATON VANCE SR INCOME TRsh ben int | $6,000 | -14.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| VNO | VORNADO RLTY TRsh ben int | $6,000 | +20.0% | 128 | 0.0% | 0.00% | +50.0% | |
| JETS | ETF SER SOLUTIONSus glb jets | $6,000 | +20.0% | 260 | 0.0% | 0.00% | +50.0% | |
| VIACA | PARAMOUNT GLOBAL | $7,000 | +16.7% | 183 | 0.0% | 0.00% | 0.0% | |
| VNOM | VIPER ENERGY PARTNERS LP | $7,000 | +40.0% | 250 | 0.0% | 0.00% | +50.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $6,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| PINS | PINTEREST INCcl a | $7,000 | -36.4% | 304 | 0.0% | 0.00% | -40.0% | |
| CMRE | COSTAMARE INC | $7,000 | +40.0% | 425 | 0.0% | 0.00% | +50.0% | |
| NUEM | NUSHARES ETF TRnuveen esg emrgn | $7,000 | -12.5% | 233 | 0.0% | 0.00% | -25.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $7,000 | -22.2% | 40 | 0.0% | 0.00% | -25.0% | |
| NBTB | Sell | NBT BANCORP INC | $7,000 | -75.9% | 201 | -73.4% | 0.00% | -76.9% |
| MOS | New | MOSAIC CO NEW | $7,000 | – | 100 | +100.0% | 0.00% | – |
| AZO | AUTOZONE INC | $6,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $7,000 | -22.2% | 100 | 0.0% | 0.00% | -25.0% | |
| RY | ROYAL BK CDA | $6,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| MKSI | MKS INSTRS INC | $7,000 | -12.5% | 47 | 0.0% | 0.00% | -25.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $7,000 | -12.5% | 178 | 0.0% | 0.00% | -25.0% | |
| PATH | UIPATH INCcall | $6,000 | -53.8% | 300 | 0.0% | 0.00% | -50.0% | |
| SONY | SONY GROUP CORPORATIONsponsored adr | $7,000 | -22.2% | 70 | 0.0% | 0.00% | -25.0% | |
| AXON | AXON ENTERPRISE INC | $7,000 | -12.5% | 50 | 0.0% | 0.00% | -25.0% | |
| Sell | LUCID GROUP INC | $6,000 | -60.0% | 240 | -40.0% | 0.00% | -57.1% | |
| SAL | SALISBURY BANCORP INC | $7,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| CBRE | CBRE GROUP INCcl a | $6,000 | -14.3% | 62 | 0.0% | 0.00% | 0.0% | |
| SBRA | SABRA HEALTH CARE REIT INC | $7,000 | 0.0% | 497 | 0.0% | 0.00% | 0.0% | |
| III | INFORMATION SVCS GROUP INC | $6,000 | -14.3% | 885 | 0.0% | 0.00% | 0.0% | |
| CIM | CHIMERA INVT CORP | $6,000 | -14.3% | 489 | 0.0% | 0.00% | 0.0% | |
| HUBS | HUBSPOT INC | $6,000 | -25.0% | 12 | 0.0% | 0.00% | -25.0% | |
| HTGC | HERCULES CAPITAL INC | $7,000 | +16.7% | 370 | 0.0% | 0.00% | 0.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC | $7,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% | |
| NET | CLOUDFLARE INC | $6,000 | -14.3% | 53 | 0.0% | 0.00% | 0.0% | |
| RBC | REGAL REXNORD CORPORATION | $6,000 | -14.3% | 40 | 0.0% | 0.00% | 0.0% | |
| CBAN | COLONY BANKCORP INC | $6,000 | 0.0% | 340 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $6,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP | $6,000 | -14.3% | 36 | 0.0% | 0.00% | 0.0% | |
| K | KELLOGG CO | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| SQ | Buy | BLOCK INCcl a | $4,000 | +300.0% | 26 | +333.3% | 0.00% | – |
| JLL | JONES LANG LASALLE INC | $4,000 | -20.0% | 17 | 0.0% | 0.00% | 0.0% | |
| SBUX | STARBUCKS CORP | $4,000 | -20.0% | 41 | 0.0% | 0.00% | 0.0% | |
| USIG | ISHARES TRusd inv grde etf | $4,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $5,000 | -16.7% | 910 | 0.0% | 0.00% | -33.3% | |
| DXJ | WISDOMTREE TRjapn hedge eqt | $4,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| TXT | TEXTRON INC | $4,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| STWD | STARWOOD PPTY TR INC | $4,000 | -20.0% | 186 | 0.0% | 0.00% | 0.0% | |
| GIB | CGI INCcl a sub vtg | $5,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $4,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| VFF | VILLAGE FARMS INTL INCcall | $5,000 | -16.7% | 1,000 | 0.0% | 0.00% | -33.3% | |
| AWAY | Buy | ETF MANAGERS TRetfmg travel tec | $5,000 | +25.0% | 218 | +39.7% | 0.00% | 0.0% |
| RGEN | REPLIGEN CORP | $4,000 | -20.0% | 20 | 0.0% | 0.00% | 0.0% | |
| CRL | CHARLES RIV LABS INTL INC | $5,000 | -16.7% | 16 | 0.0% | 0.00% | -33.3% | |
| COUP | COUPA SOFTWARE INC | $5,000 | -37.5% | 50 | 0.0% | 0.00% | -50.0% | |
| GNW | GENWORTH FINL INC | $5,000 | 0.0% | 1,315 | 0.0% | 0.00% | 0.0% | |
| ELAN | ELANCO ANIMAL HEALTH INC | $4,000 | -20.0% | 171 | 0.0% | 0.00% | 0.0% | |
| EMLP | FIRST TR EXCHANGE-TRADED FDno amer energy | $4,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% | |
| SHM | SPDR SER TRnuveen blmbrg sh | $4,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| WRK | New | WESTROCK CO | $5,000 | – | 101 | +100.0% | 0.00% | – |
| DDOG | DATADOG INC | $5,000 | -16.7% | 32 | 0.0% | 0.00% | -33.3% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $5,000 | +25.0% | 18 | 0.0% | 0.00% | 0.0% | |
| EVR | EVERCORE INCclass a | $5,000 | -28.6% | 49 | 0.0% | 0.00% | -33.3% | |
| HAL | Sell | HALLIBURTON CO | $4,000 | -69.2% | 100 | -82.8% | 0.00% | -66.7% |
| Buy | RIVIAN AUTOMOTIVE INC | $5,000 | -28.6% | 100 | +42.9% | 0.00% | -33.3% | |
| LIT | GLOBAL X FDSlithium btry etf | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SEEL | Buy | SEELOS THERAPEUTICS INC | $5,000 | -16.7% | 6,000 | +71.4% | 0.00% | -33.3% |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $4,000 | -20.0% | 133 | 0.0% | 0.00% | 0.0% | |
| URI | UNITED RENTALS INC | $5,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| New | TRINSEO PLC | $5,000 | – | 100 | +100.0% | 0.00% | – | |
| TSN | TYSON FOODS INCcl a | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $4,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $5,000 | +25.0% | 105 | 0.0% | 0.00% | 0.0% | |
| AVB | AVALONBAY CMNTYS INC | $5,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| TEAM | ATLASSIAN CORP PLCcl a | $4,000 | -33.3% | 15 | 0.0% | 0.00% | -33.3% | |
| FCT | FIRST TR SR FLTG RATE INCOME | $4,000 | +33.3% | 289 | 0.0% | 0.00% | +100.0% | |
| New | APOLLO GLOBAL MGMT INC | $4,000 | – | 67 | +100.0% | 0.00% | – | |
| AMSWA | AMER SOFTWARE INCcl a | $5,000 | -16.7% | 245 | 0.0% | 0.00% | -33.3% | |
| PPLT | ABRDN PLATINUM ETF TRUST | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| Sell | KYNDRYL HLDGS INC | $2,000 | -75.0% | 135 | -71.0% | 0.00% | -75.0% | |
| RAD | RITE AID CORP | $2,000 | -33.3% | 180 | 0.0% | 0.00% | 0.0% | |
| RCII | RENT A CTR INC NEW | $3,000 | -40.0% | 100 | 0.0% | 0.00% | -50.0% | |
| RUN | New | SUNRUN INC | $2,000 | – | 79 | +100.0% | 0.00% | – |
| TRUP | TRUPANION INC | $2,000 | -33.3% | 23 | 0.0% | 0.00% | 0.0% | |
| MANDIANT INC | $2,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | ||
| UAA | Sell | UNDER ARMOUR INCcl a | $2,000 | 0.0% | 100 | -13.8% | 0.00% | 0.0% |
| LAZR | LUMINAR TECHNOLOGIES INC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| LNC | LINCOLN NATL CORP IND | $3,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| SJM | SMUCKER J M CO | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $3,000 | 0.0% | 43 | +13.2% | 0.00% | 0.0% |
| JCOM | ZIFF DAVIS INC | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| JBGS | JBG SMITH PPTYS | $2,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| WOOD | ISHARES TRgl timb fore etf | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| IXP | ISHARES TR | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $2,000 | -33.3% | 11 | +10.0% | 0.00% | 0.0% |
| HSY | HERSHEY CO | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| FINX | GLOBAL X FDSfintech etf | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| PAVE | GLOBAL X FDSus infr dev etf | $3,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| EQNR | EQUINOR ASAsponsored adr | $3,000 | +50.0% | 80 | 0.0% | 0.00% | 0.0% | |
| VHC | VIRNETX HLDG CORP | $3,000 | -25.0% | 1,550 | 0.0% | 0.00% | -50.0% | |
| MJ | ETF MANAGERS TRcall | $3,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| DOCU | DOCUSIGN INC | $3,000 | -25.0% | 25 | 0.0% | 0.00% | -50.0% | |
| DEO | DIAGEO PLCspon adr new | $2,000 | -33.3% | 12 | 0.0% | 0.00% | 0.0% | |
| DXC | Buy | DXC TECHNOLOGY CO | $3,000 | – | 89 | +2866.7% | 0.00% | – |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $2,000 | 0.0% | 3,000 | 0.0% | 0.00% | 0.0% | |
| YOU | CLEAR SECURE INC | $3,000 | -25.0% | 120 | 0.0% | 0.00% | -50.0% | |
| CC | Sell | CHEMOURS CO | $2,000 | 0.0% | 60 | -4.8% | 0.00% | 0.0% |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $3,000 | -25.0% | 6 | 0.0% | 0.00% | -50.0% | |
| CGC | CANOPY GROWTH CORPcall | $2,000 | -33.3% | 300 | 0.0% | 0.00% | 0.0% | |
| BTX | BROOKLYN IMMUNOTHERAPEUTICS | $3,000 | -50.0% | 1,500 | 0.0% | 0.00% | -66.7% | |
| BHVN | Buy | BIOHAVEN PHARMACTL HLDG CO L | $2,000 | +100.0% | 17 | +240.0% | 0.00% | – |
| ESNT | ESSENT GROUP LTD | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| BNTX | Sell | BIONTECH SEsponsored ads | $2,000 | -60.0% | 10 | -50.0% | 0.00% | -50.0% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| KNSA | New | KINIKSA PHARMACEUTICALS LTD | $2,000 | – | 248 | +100.0% | 0.00% | – |
| AUTL | AUTOLUS THERAPEUTICS PLCspon ads | $2,000 | -33.3% | 508 | 0.0% | 0.00% | 0.0% | |
| ASAN | ASANA INCcl a | $3,000 | -50.0% | 75 | 0.0% | 0.00% | -66.7% | |
| AEO | Buy | AMERICAN EAGLE OUTFITTERS IN | $2,000 | -33.3% | 128 | +0.8% | 0.00% | 0.0% |
| FROG | JFROG LTD | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ARKK | Buy | ARK ETF TRinnovation etf | $3,000 | +50.0% | 51 | +96.2% | 0.00% | 0.0% |
| CNHI | New | CNH INDL N V | $3,000 | – | 200 | +100.0% | 0.00% | – |
| New | GINKGO BIOWORKS HOLDINGS INC | $0 | – | 120 | +100.0% | 0.00% | – | |
| HOG | HARLEY DAVIDSON INC | $1,000 | – | 13 | 0.0% | 0.00% | – | |
| PANW | New | PALO ALTO NETWORKS INC | $1,000 | – | 1 | +100.0% | 0.00% | – |
| AMC | AMC ENTMT HLDGS INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| PENN | PENN NATL GAMING INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| TDC | TERADATA CORP DEL | $0 | – | 6 | 0.0% | 0.00% | – | |
| TMUS | T-MOBILE US INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| GUNR | FLEXSHARES TRmornstar upstr | $0 | – | 1 | 0.0% | 0.00% | – | |
| DOUGLAS ELLIMAN INC | $0 | – | 22 | 0.0% | 0.00% | – | ||
| SVVC | FIRSTHAND TECHNOLOGY VALUE F | $0 | – | 25 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| EXPI | EXP WORLD HLDGS INC | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| EXPE | EXPEDIA GROUP INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| BLDP | Exit | BALLARD PWR SYS INC NEW | $0 | – | -100 | -100.0% | 0.00% | – |
| BAMR | Exit | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $0 | – | -4 | -100.0% | 0.00% | – |
| Exit | RENOVORX INC | $0 | – | -200 | -100.0% | 0.00% | – | |
| EVV | EATON VANCE LTD DURATION INC | $0 | – | 18 | 0.0% | 0.00% | – | |
| VRCA | VERRICA PHARMACEUTICALS INC | $0 | – | 21 | 0.0% | 0.00% | – | |
| CINF | CINCINNATI FINL CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| HGEN | HUMANIGEN INC | $0 | – | 30 | 0.0% | 0.00% | – | |
| New | ZIMVIE INC | $0 | – | 20 | +100.0% | 0.00% | – | |
| Exit | MOMENTUS INC | $0 | – | -20 | -100.0% | 0.00% | – | |
| IR | INGERSOLL RAND INC | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| INTU | New | INTUIT | $0 | – | 1 | +100.0% | 0.00% | – |
| CGC | CANOPY GROWTH CORP | $1,000 | 0.0% | 125 | 0.0% | 0.00% | – | |
| EWG | Buy | ISHARES INCmsci germany etf | $1,000 | 0.0% | 39 | +11.4% | 0.00% | – |
| UE | URBAN EDGE PPTYS | $1,000 | 0.0% | 64 | 0.0% | 0.00% | – | |
| KURA | KURA ONCOLOGY INC | $0 | – | 20 | 0.0% | 0.00% | – | |
| CONSENSUS CLOUD SOLUTIONS IN | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | ||
| UBX | UNITY BIOTECHNOLOGY INC | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
| BLNK | BLINK CHARGING CO | $0 | – | 6 | 0.0% | 0.00% | – | |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | – | 2 | 0.0% | 0.00% | – | |
| DLO | DLOCAL LTD | $0 | – | 10 | 0.0% | 0.00% | – | |
| CFRX | CONTRAFECT CORP | $0 | – | 100 | 0.0% | 0.00% | – | |
| COTY | COTY INC | $1,000 | 0.0% | 89 | 0.0% | 0.00% | – | |
| GILD | GILEAD SCIENCES INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| FREQ | FREQUENCY THERAPEUTICS INC | $1,000 | 0.0% | 257 | 0.0% | 0.00% | – | |
| VGR | VECTOR GROUP LTD | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| BK | BANK NEW YORK MELLON CORP | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| U | New | UNITY SOFTWARE INC | $0 | – | 4 | +100.0% | 0.00% | – |
| LUMN | LUMEN TECHNOLOGIES INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| IQDF | Buy | FLEXSHARES TRintl qltdv idx | $1,000 | 0.0% | 42 | +13.5% | 0.00% | – |
| MICRO FOCUS INTL PLCspon adr new | $0 | – | 4 | 0.0% | 0.00% | – | ||
| MLHR | MILLERKNOLL INC | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| SOL | New | RENESOLA LTDsponsored ads | $0 | – | 1 | +100.0% | 0.00% | – |
| SEE | SEALED AIR CORP NEW | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| MBIO | MUSTANG BIO INC | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| CURV | New | TORRID HLDGS INC | $0 | – | 1 | +100.0% | 0.00% | – |
| TOL | New | TOLL BROTHERS INC | $0 | – | 9 | +100.0% | 0.00% | – |
| SE | SEA LTDsponsord ads | $0 | -100.0% | 4 | 0.0% | 0.00% | – | |
| NCR | NCR CORP NEW | $0 | – | 6 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $1,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
| ADAP | Buy | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $1,000 | 0.0% | 525 | +50.0% | 0.00% | – |
| NRZ | NEW RESIDENTIAL INVT CORP | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| RVI | RETAIL VALUE INC | $0 | – | 63 | 0.0% | 0.00% | – | |
| AOS | New | SMITH A O CORP | $0 | – | 6 | +100.0% | 0.00% | – |
| NYMT | Buy | NEW YORK MTG TR INC | $0 | – | 18 | +5.9% | 0.00% | – |
| NVAX | NOVAVAX INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| HTOO | Exit | FUSION FUEL GREEN PLCcl a | $0 | – | -200 | -100.0% | -0.00% | – |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -100 | -100.0% | -0.00% | – |
| Exit | IONQ INC | $0 | – | -100 | -100.0% | -0.00% | – | |
| ATH | Exit | ATHENE HOLDING LTDcl a | $0 | – | -59 | -100.0% | -0.00% | – |
| Exit | ON HLDG AGnamen akt a | $0 | – | -100 | -100.0% | -0.00% | – | |
| LWLG | Exit | LIGHTWAVE LOGIC INC | $0 | – | -500 | -100.0% | -0.00% | – |
| Exit | ORION OFFICE REIT INC | $0 | – | -300 | -100.0% | -0.00% | – | |
| YOLO | Exit | ADVISORSHARES TRpure cannabis | $0 | – | -500 | -100.0% | -0.00% | – |
| CMA | Exit | COMERICA INC | $0 | – | -100 | -100.0% | -0.00% | – |
| SKLZ | Exit | SKILLZ INC | $0 | – | -1,500 | -100.0% | -0.01% | – |
| DBI | Exit | DESIGNER BRANDS INCcl a | $0 | – | -1,000 | -100.0% | -0.01% | – |
| HBMD | Exit | HOWARD BANCORP INC | $0 | – | -603 | -100.0% | -0.01% | – |
| AVDL | Exit | AVADEL PHARMACEUTICALS PLCcall | $0 | – | -2,000 | -100.0% | -0.01% | – |
| SAM | Exit | BOSTON BEER INCcl a | $0 | – | -30 | -100.0% | -0.01% | – |
| GDX | Exit | VANECK ETF TRUSTcall | $0 | – | -500 | -100.0% | -0.01% | – |
| SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -358 | -100.0% | -0.01% | – |
| UAL | Exit | UNITED AIRLS HLDGS INCcall | $0 | – | -400 | -100.0% | -0.01% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -104 | -100.0% | -0.01% | – |
| INFO | Exit | IHS MARKIT LTD | $0 | – | -150 | -100.0% | -0.01% | – |
| BAND | Exit | BANDWIDTH INC | $0 | – | -300 | -100.0% | -0.01% | – |
| OXY | Exit | OCCIDENTAL PETE CORPcall | $0 | – | -800 | -100.0% | -0.01% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -200 | -100.0% | -0.01% | – |
| UNG | Exit | UNITED STS NAT GAS FD LPcall | $0 | – | -2,000 | -100.0% | -0.01% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INCcall | $0 | – | -400 | -100.0% | -0.01% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -621 | -100.0% | -0.01% | – |
| GILD | Exit | GILEAD SCIENCES INCcall | $0 | – | -400 | -100.0% | -0.01% | – |
| AGNC | Exit | AGNC INVT CORPcall | $0 | – | -2,400 | -100.0% | -0.02% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT INcall | $0 | – | -4,800 | -100.0% | -0.02% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORPcall | $0 | – | -500 | -100.0% | -0.02% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -75 | -100.0% | -0.02% | – |
| BAX | Exit | BAXTER INTL INCcall | $0 | – | -500 | -100.0% | -0.02% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | -1,034 | -100.0% | -0.02% | – |
| FLGT | Exit | FULGENT GENETICS INC | $0 | – | -500 | -100.0% | -0.02% | – |
| GLD | Exit | SPDR GOLD TRcall | $0 | – | -300 | -100.0% | -0.02% | – |
| NEWR | Exit | NEW RELIC INCcall | $0 | – | -500 | -100.0% | -0.02% | – |
| GLDM | Exit | WORLD GOLD TRspdr gld minis | $0 | – | -3,354 | -100.0% | -0.03% | – |
| PSXP | Exit | PHILLIPS 66 PARTNERS LP | $0 | – | -1,853 | -100.0% | -0.03% | – |
| DD | Exit | DUPONT DE NEMOURS INCcall | $0 | – | -1,000 | -100.0% | -0.04% | – |
| WDAY | Exit | WORKDAY INCcall | $0 | – | -400 | -100.0% | -0.05% | – |
| NOW | Exit | SERVICENOW INCcall | $0 | – | -300 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 24 | Q3 2023 | 8.4% |
| MICROSOFT CORP | 24 | Q3 2023 | 4.9% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 4.6% |
| BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 5.6% |
| JOHNSON & JOHNSON | 24 | Q3 2023 | 4.3% |
| VANGUARD WORLD FDS | 24 | Q3 2023 | 2.7% |
| SPDR SER TR | 24 | Q3 2023 | 3.2% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 2.8% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 2.1% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 2.2% |
View Carmichael Hill & Associates, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-05 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-01-31 |
View Carmichael Hill & Associates, Inc.'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.