$217 Million is the total value of Carmichael Hill & Associates, Inc.'s 791 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 5.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $16,509,720 | -12.3% | 96,430 | -0.6% | 7.60% | -9.7% |
| MSFT | Sell | MICROSOFT CORP | $10,110,683 | -7.5% | 32,021 | -0.3% | 4.65% | -4.8% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $7,779,764 | -2.8% | 156,063 | +0.8% | 3.58% | +0.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $7,132,809 | +2.6% | 20,362 | -0.1% | 3.28% | +5.6% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $5,504,662 | -6.5% | 13,267 | -0.4% | 2.53% | -3.8% |
| SDY | Buy | SPDR SER TRs&p divid etf | $4,894,049 | -0.9% | 42,553 | +5.6% | 2.25% | +2.0% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $4,862,269 | +8.1% | 96,092 | +11.9% | 2.24% | +11.3% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $4,256,116 | +6.7% | 30,038 | +12.7% | 1.96% | +9.9% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $4,097,844 | -3.2% | 85,194 | +1.1% | 1.88% | -0.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $3,653,743 | +8.6% | 27,921 | -0.7% | 1.68% | +11.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,482,727 | -6.5% | 22,361 | -0.7% | 1.60% | -3.8% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $3,307,639 | -1.4% | 17,494 | +3.7% | 1.52% | +1.5% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $3,300,662 | -1.5% | 97,193 | +3.4% | 1.52% | +1.4% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $3,146,046 | +2.1% | 30,450 | +4.8% | 1.45% | +5.2% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $2,847,340 | -1.6% | 19,866 | +2.1% | 1.31% | +1.2% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $2,786,883 | -0.7% | 41,177 | +4.2% | 1.28% | +2.2% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $2,642,252 | -2.6% | 11,239 | +1.5% | 1.22% | +0.3% |
| MCD | Buy | MCDONALDS CORP | $2,587,508 | -11.4% | 9,822 | +0.4% | 1.19% | -8.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,546,520 | -5.3% | 5,930 | -1.7% | 1.17% | -2.5% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $2,507,264 | -1.7% | 60,533 | +3.9% | 1.15% | +1.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,477,210 | -4.8% | 11,896 | +0.6% | 1.14% | -2.0% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,377,595 | +3.6% | 15,302 | +8.3% | 1.09% | +6.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,256,106 | -3.9% | 15,468 | +0.0% | 1.04% | -1.0% |
| AMZN | AMAZON COM INC | $2,248,753 | -2.5% | 17,690 | 0.0% | 1.04% | +0.4% | |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $2,203,380 | +1.3% | 32,194 | +4.7% | 1.01% | +4.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,966,273 | -1.2% | 4,966 | -1.9% | 0.90% | +1.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,859,346 | -3.2% | 8,754 | +0.4% | 0.86% | -0.3% |
| VOO | Buy | VANGUARD INDEX FDS | $1,767,293 | +0.3% | 4,500 | +4.0% | 0.81% | +3.3% |
| AMZN | AMAZON COM INCcall | $1,741,544 | -2.5% | 13,700 | 0.0% | 0.80% | +0.4% | |
| LLY | ELI LILLY & CO | $1,625,916 | +14.5% | 3,027 | 0.0% | 0.75% | +18.0% | |
| TSLA | Sell | TESLA INC | $1,539,354 | -4.5% | 6,152 | -0.1% | 0.71% | -1.7% |
| COST | COSTCO WHSL CORP NEW | $1,530,439 | +4.9% | 2,709 | 0.0% | 0.70% | +8.0% | |
| TSLA | TESLA INCcall | $1,501,320 | -4.4% | 6,000 | 0.0% | 0.69% | -1.6% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,499,562 | -0.3% | 21,192 | +2.4% | 0.69% | +2.7% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $1,482,995 | -0.1% | 20,393 | +3.0% | 0.68% | +2.7% |
| CSCO | Sell | CISCO SYS INC | $1,343,360 | +0.2% | 24,988 | -3.5% | 0.62% | +3.2% |
| GOOGL | ALPHABET INCcall | $1,321,686 | +9.3% | 10,100 | 0.0% | 0.61% | +12.6% | |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,295,042 | -4.3% | 24,967 | +0.4% | 0.60% | -1.5% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,281,391 | +0.5% | 53,525 | +3.4% | 0.59% | +3.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,280,783 | -10.2% | 39,518 | +3.1% | 0.59% | -7.5% |
| ADSK | AUTODESK INC | $1,276,428 | +1.1% | 6,169 | 0.0% | 0.59% | +4.1% | |
| PEP | Buy | PEPSICO INC | $1,255,696 | -8.5% | 7,411 | +0.0% | 0.58% | -5.7% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,204,183 | -0.5% | 27,543 | +5.1% | 0.55% | +2.4% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,181,182 | +0.2% | 3,297 | +3.3% | 0.54% | +3.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,176,899 | +3.2% | 8,533 | +6.3% | 0.54% | +6.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,172,411 | +7.2% | 8,892 | -1.7% | 0.54% | +10.2% |
| IJK | ISHARES TRs&p mc 400gr etf | $1,062,354 | -3.7% | 14,706 | 0.0% | 0.49% | -0.8% | |
| NVDA | Sell | NVIDIA CORPORATION | $1,052,195 | -1.9% | 2,419 | -4.6% | 0.48% | +1.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,038,294 | -6.5% | 4,164 | -2.0% | 0.48% | -3.6% |
| XOM | Sell | EXXON MOBIL CORP | $1,029,543 | +7.3% | 8,756 | -2.2% | 0.47% | +10.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,017,456 | -5.1% | 10,786 | +0.3% | 0.47% | -2.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,014,355 | -2.3% | 25,870 | +1.3% | 0.47% | +0.6% |
| WMT | Sell | WALMART INC | $1,014,994 | +1.7% | 6,346 | -0.0% | 0.47% | +4.7% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,000,060 | +10.2% | 11,064 | -1.0% | 0.46% | +13.6% |
| ABBV | Buy | ABBVIE INC | $991,270 | +10.9% | 6,650 | +0.2% | 0.46% | +14.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $989,147 | -0.3% | 6,821 | +0.0% | 0.46% | +2.7% |
| HD | Buy | HOME DEPOT INC | $955,392 | -2.7% | 3,162 | +0.1% | 0.44% | +0.2% |
| LDP | Buy | COHEN & STEERS LTD DURATION | $925,563 | -5.9% | 54,222 | +0.4% | 0.43% | -3.0% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $924,578 | +8.1% | 4,704 | +1.0% | 0.42% | +11.3% |
| BA | BOEING CO | $923,172 | -9.2% | 4,816 | 0.0% | 0.42% | -6.6% | |
| FB | META PLATFORMS INCcl a | $882,318 | +4.6% | 2,939 | 0.0% | 0.41% | +7.7% | |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $870,014 | +33.6% | 5,902 | +37.8% | 0.40% | +37.5% |
| CVX | Buy | CHEVRON CORP NEW | $753,370 | +7.4% | 4,468 | +0.2% | 0.35% | +10.5% |
| MO | Sell | ALTRIA GROUP INC | $725,313 | -7.6% | 17,249 | -0.4% | 0.33% | -4.8% |
| PFF | Buy | ISHARES TRpfd and incm sec | $717,034 | -2.5% | 23,782 | +0.1% | 0.33% | +0.3% |
| VUG | VANGUARD INDEX FDSgrowth etf | $708,628 | -3.8% | 2,602 | 0.0% | 0.33% | -0.9% | |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $706,408 | -1.3% | 3,610 | +2.2% | 0.32% | +1.6% |
| LMT | Sell | LOCKHEED MARTIN CORP | $705,151 | -11.7% | 1,724 | -0.6% | 0.32% | -9.2% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $664,254 | -6.8% | 5,072 | -1.6% | 0.31% | -4.1% |
| MRK | MERCK & CO INC | $648,028 | -10.8% | 6,295 | 0.0% | 0.30% | -8.3% | |
| VTHR | Sell | VANGUARD SCOTTSDALE FDSvng rus3000idx | $641,044 | -8.8% | 3,361 | -5.6% | 0.30% | -6.1% |
| PFE | Buy | PFIZER INC | $588,232 | -6.6% | 17,734 | +3.2% | 0.27% | -3.9% |
| NYCB | NEW YORK CMNTY BANCORP INC | $588,104 | +0.9% | 51,861 | 0.0% | 0.27% | +3.8% | |
| SO | Buy | SOUTHERN CO | $583,679 | -5.5% | 9,019 | +2.5% | 0.27% | -2.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $568,872 | +5.0% | 4,055 | +0.1% | 0.26% | +8.3% |
| XLK | SELECT SECTOR SPDR TRtechnology | $569,985 | -5.7% | 3,477 | 0.0% | 0.26% | -3.0% | |
| KO | Buy | COCA COLA CO | $563,034 | -7.0% | 10,058 | +0.0% | 0.26% | -4.4% |
| SGOL | ABRDN GOLD ETF TRUST | $537,989 | -3.7% | 30,412 | 0.0% | 0.25% | -0.8% | |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $536,983 | +2.9% | 7,426 | +7.0% | 0.25% | +6.0% |
| RTX | Buy | RTX CORPORATION | $534,486 | -22.8% | 7,427 | +5.2% | 0.25% | -20.4% |
| CAT | Sell | CATERPILLAR INC | $528,844 | +9.9% | 1,937 | -0.9% | 0.24% | +13.0% |
| ABT | Sell | ABBOTT LABS | $509,703 | -11.6% | 5,263 | -0.5% | 0.24% | -8.9% |
| HON | Sell | HONEYWELL INTL INC | $478,108 | -14.5% | 2,588 | -3.9% | 0.22% | -12.0% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $463,620 | -4.4% | 5,772 | -3.3% | 0.21% | -1.8% |
| PM | Buy | PHILIP MORRIS INTL INC | $454,263 | -4.9% | 4,907 | +0.2% | 0.21% | -2.3% |
| HD | HOME DEPOT INCcall | $453,240 | -2.7% | 1,500 | 0.0% | 0.21% | +0.5% | |
| RYF | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $451,654 | -1.9% | 8,910 | -0.9% | 0.21% | +1.0% |
| AMAT | APPLIED MATLS INC | $434,872 | -4.2% | 3,141 | 0.0% | 0.20% | -1.5% | |
| INTC | Sell | INTEL CORP | $435,661 | +1.9% | 12,255 | -4.1% | 0.20% | +4.7% |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $432,342 | -3.9% | 24,962 | 0.0% | 0.20% | -1.0% | |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $426,591 | +0.7% | 6,399 | +4.5% | 0.20% | +3.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $425,478 | +2.8% | 4,821 | +4.5% | 0.20% | +5.9% |
| V | VISA INC | $424,200 | -3.1% | 1,844 | 0.0% | 0.20% | -0.5% | |
| QCOM | Sell | QUALCOMM INC | $421,983 | -8.5% | 3,800 | -1.9% | 0.19% | -5.8% |
| MSFT | MICROSOFT CORPcall | $410,475 | -7.3% | 1,300 | 0.0% | 0.19% | -4.5% | |
| NAD | Sell | NUVEEN QUALITY MUNCP INCOME | $408,156 | -12.4% | 40,252 | -2.7% | 0.19% | -9.6% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $403,428 | -11.3% | 5,332 | -2.1% | 0.19% | -8.4% |
| T | Sell | AT&T INC | $395,680 | -8.2% | 26,344 | -2.5% | 0.18% | -5.7% |
| HYD | VANECK ETF TRUSThigh yld munietf | $388,340 | -4.4% | 7,914 | 0.0% | 0.18% | -1.6% | |
| YUM | YUM BRANDS INC | $384,566 | -9.8% | 3,078 | 0.0% | 0.18% | -7.3% | |
| BA | Buy | BOEING COcall | $383,360 | +6.8% | 2,000 | +17.6% | 0.18% | +10.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $375,086 | +17.2% | 4,990 | +17.8% | 0.17% | +21.0% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $370,691 | -4.7% | 5,059 | +0.1% | 0.17% | -1.7% |
| CMG | CHIPOTLE MEXICAN GRILL INCcall | $366,366 | -14.4% | 200 | 0.0% | 0.17% | -11.5% | |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $357,759 | +8.1% | 6,260 | +10.9% | 0.16% | +11.5% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $355,885 | -1.2% | 10,729 | +0.4% | 0.16% | +1.9% |
| CAT | CATERPILLAR INCcall | $354,900 | +11.0% | 1,300 | 0.0% | 0.16% | +14.0% | |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $340,927 | +20.9% | 1,958 | +36.0% | 0.16% | +24.6% |
| COST | COSTCO WHSL CORP NEWcall | $338,976 | +4.9% | 600 | 0.0% | 0.16% | +8.3% | |
| DE | DEERE & COcall | $339,642 | -6.9% | 900 | 0.0% | 0.16% | -4.3% | |
| TTD | Sell | THE TRADE DESK INC | $339,953 | +0.3% | 4,350 | -0.9% | 0.16% | +2.6% |
| MDLZ | MONDELEZ INTL INCcl a | $338,881 | -4.9% | 4,883 | 0.0% | 0.16% | -1.9% | |
| TPL | TEXAS PACIFIC LAND CORPORATI | $337,359 | +38.5% | 185 | 0.0% | 0.16% | +42.2% | |
| NICE | NICE LTDsponsored adr | $335,920 | -17.7% | 1,976 | 0.0% | 0.16% | -14.8% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $336,272 | -6.8% | 1,570 | 0.0% | 0.16% | -3.7% | |
| MDT | Buy | MEDTRONIC PLC | $330,797 | -6.6% | 4,221 | +5.0% | 0.15% | -3.8% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $323,094 | +0.5% | 999 | +0.2% | 0.15% | +3.5% |
| HDV | Sell | ISHARES TRcore high dv etf | $320,691 | -5.8% | 3,243 | -4.0% | 0.15% | -2.6% |
| WELL | WELLTOWER INC | $318,156 | +1.3% | 3,884 | 0.0% | 0.15% | +4.3% | |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $316,267 | -4.4% | 1,983 | -0.8% | 0.15% | -1.4% |
| WORLD GOLD TRspdr gld minis | $308,971 | -3.8% | 8,428 | 0.0% | 0.14% | -0.7% | ||
| NVS | NOVARTIS AGsponsored adr | $308,433 | +0.9% | 3,028 | 0.0% | 0.14% | +3.6% | |
| NEE | NEXTERA ENERGY INC | $304,440 | -22.8% | 5,314 | 0.0% | 0.14% | -20.5% | |
| FB | META PLATFORMS INCcall | $300,210 | +4.6% | 1,000 | 0.0% | 0.14% | +7.8% | |
| DIS | Sell | DISNEY WALT CO | $292,921 | -12.5% | 3,614 | -3.6% | 0.14% | -10.0% |
| IXJ | ISHARES TRglob hlthcre etf | $287,872 | -3.0% | 3,493 | 0.0% | 0.13% | -0.8% | |
| IJT | ISHARES TRs&p sml 600 gwt | $285,292 | -4.6% | 2,601 | 0.0% | 0.13% | -2.2% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $285,499 | -5.1% | 1,464 | 0.0% | 0.13% | -2.2% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $279,475 | -12.9% | 1,793 | +0.1% | 0.13% | -9.8% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $264,104 | -4.8% | 9,382 | +894.9% | 0.12% | -1.6% |
| MCO | MOODYS CORP | $265,267 | -9.1% | 839 | 0.0% | 0.12% | -6.2% | |
| DVY | Buy | ISHARES TRselect divid etf | $263,180 | -4.7% | 2,445 | +0.3% | 0.12% | -1.6% |
| NVDA | NVIDIA CORPORATIONcall | $260,994 | +2.8% | 600 | 0.0% | 0.12% | +6.2% | |
| GS | Buy | GOLDMAN SACHS GROUP INCcall | $258,856 | +14.7% | 800 | +14.3% | 0.12% | +17.8% |
| TPZ | Buy | TORTOISE PWR & ENERGY INFRAS | $256,923 | +2.7% | 19,231 | +1.5% | 0.12% | +5.4% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $256,415 | -6.7% | 964 | -3.5% | 0.12% | -4.1% |
| ORCL | ORACLE CORP | $251,349 | -11.1% | 2,373 | 0.0% | 0.12% | -7.9% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $246,774 | -5.5% | 2,419 | +0.2% | 0.11% | -2.6% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $248,734 | -5.9% | 1,277 | -0.5% | 0.11% | -3.4% |
| XLC | SELECT SECTOR SPDR TR | $245,888 | +0.8% | 3,750 | 0.0% | 0.11% | +3.7% | |
| CSX | CSX CORP | $244,463 | -9.8% | 7,950 | 0.0% | 0.11% | -7.4% | |
| DOW | Sell | DOW INC | $240,579 | -6.6% | 4,666 | -3.5% | 0.11% | -3.5% |
| TXN | TEXAS INSTRS INC | $240,578 | -11.7% | 1,513 | 0.0% | 0.11% | -9.0% | |
| MCD | MCDONALDS CORPcall | $237,096 | -11.7% | 900 | 0.0% | 0.11% | -9.2% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $234,559 | -1.6% | 5,290 | -7.8% | 0.11% | +0.9% |
| AMGN | AMGEN INC | $233,284 | +21.1% | 868 | 0.0% | 0.11% | +24.4% | |
| ED | CONSOLIDATED EDISON INC | $231,017 | -5.4% | 2,701 | 0.0% | 0.11% | -2.8% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $229,965 | +11.0% | 4,166 | -0.0% | 0.11% | +14.0% |
| EPD | ENTERPRISE PRODS PARTNERS L | $226,734 | +3.9% | 8,284 | 0.0% | 0.10% | +6.1% | |
| PSX | Buy | PHILLIPS 66 | $227,061 | +26.6% | 1,890 | +0.5% | 0.10% | +30.0% |
| SPLG | New | SPDR SER TRportfolio s&p500 | $225,718 | – | 4,491 | +100.0% | 0.10% | – |
| SASR | Buy | SANDY SPRING BANCORP INC | $226,815 | +7.2% | 10,584 | +13.5% | 0.10% | +9.5% |
| NFLX | Buy | NETFLIX INCcall | $226,560 | +2.9% | 600 | +20.0% | 0.10% | +6.1% |
| AVDL | AVADEL PHARMACEUTICALS PLCsponsored adr | $216,300 | -37.5% | 21,000 | 0.0% | 0.10% | -35.5% | |
| INMU | Sell | BLACKROCK ETF TRUST IIintermedia muni | $217,756 | -12.3% | 9,648 | -8.8% | 0.10% | -9.9% |
| BMY | BRISTOL-MYERS SQUIBB CO | $215,909 | -9.2% | 3,720 | 0.0% | 0.10% | -6.6% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $212,493 | -14.4% | 116 | 0.0% | 0.10% | -11.7% | |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $209,560 | -6.1% | 3,617 | +0.0% | 0.10% | -4.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $206,660 | -7.6% | 2,906 | +0.1% | 0.10% | -5.0% |
| KKR | Buy | KKR & CO INC | $206,817 | +10.3% | 3,357 | +0.3% | 0.10% | +13.1% |
| CVS | Sell | CVS HEALTH CORP | $203,501 | +0.1% | 2,915 | -0.9% | 0.09% | +3.3% |
| TGT | Buy | TARGET CORP | $202,759 | -4.8% | 1,834 | +13.6% | 0.09% | -2.1% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $198,231 | -16.5% | 8,322 | -12.3% | 0.09% | -14.2% |
| NOC | NORTHROP GRUMMAN CORP | $197,646 | -3.4% | 449 | 0.0% | 0.09% | 0.0% | |
| MA | MASTERCARD INCORPORATEDcall | $197,955 | +0.7% | 500 | 0.0% | 0.09% | +3.4% | |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $195,183 | -5.1% | 2,823 | -1.7% | 0.09% | -2.2% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $194,762 | -6.8% | 1,266 | -2.3% | 0.09% | -3.2% |
| Sell | GENERAL ELECTRIC CO | $194,242 | -0.4% | 1,757 | -1.1% | 0.09% | +2.3% | |
| TYG | Buy | TORTOISE ENERGY INFRA CORP | $188,141 | +0.6% | 6,510 | +1.2% | 0.09% | +3.6% |
| DE | DEERE & CO | $186,429 | -6.8% | 494 | 0.0% | 0.09% | -3.4% | |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $184,168 | +42.2% | 4,991 | +49.7% | 0.08% | +46.6% |
| SLV | Sell | ISHARES SILVER TRishares | $185,481 | -2.7% | 9,119 | -0.1% | 0.08% | 0.0% |
| BKN | BLACKROCK INVT QUALITY MUN T | $183,092 | -13.0% | 18,092 | 0.0% | 0.08% | -10.6% | |
| SBUX | Buy | STARBUCKS CORPcall | $182,540 | +2.4% | 2,000 | +11.1% | 0.08% | +5.0% |
| SHOP | SHOPIFY INCcall | $180,081 | -15.5% | 3,300 | 0.0% | 0.08% | -12.6% | |
| FPE | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $178,385 | 0.0% | 11,170 | 0.0% | 0.08% | +2.5% | |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $175,047 | -3.0% | 1,360 | +0.1% | 0.08% | 0.0% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $173,822 | -13.9% | 2,526 | -7.2% | 0.08% | -11.1% |
| BLW | Buy | BLACKROCK LTD DURATION INCOM | $173,030 | +4.0% | 13,434 | +4.0% | 0.08% | +8.1% |
| RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $166,592 | -8.1% | 6,080 | +900.0% | 0.08% | -4.9% |
| SCHR | SCHWAB STRATEGIC TRint-trm u.s tres | $167,071 | -2.7% | 3,485 | 0.0% | 0.08% | 0.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $165,760 | +9.5% | 689 | 0.0% | 0.08% | +11.8% | |
| YUMC | YUM CHINA HLDGS INC | $165,935 | -1.4% | 2,978 | 0.0% | 0.08% | +1.3% | |
| AVGO | Buy | BROADCOM INCcall | $166,116 | +91.5% | 200 | +100.0% | 0.08% | +94.9% |
| INTC | INTEL CORPcall | $163,530 | +6.3% | 4,600 | 0.0% | 0.08% | +8.7% | |
| CVS | CVS HEALTH CORPcall | $160,586 | +1.0% | 2,300 | 0.0% | 0.07% | +4.2% | |
| NUE | NUCOR CORP | $160,259 | -4.7% | 1,025 | 0.0% | 0.07% | -1.3% | |
| TFC | Buy | TRUIST FINL CORP | $160,128 | +27.2% | 5,597 | +35.0% | 0.07% | +32.1% |
| WMT | WALMART INCcall | $159,930 | +1.7% | 1,000 | 0.0% | 0.07% | +5.7% | |
| NFLX | NETFLIX INC | $158,215 | -14.3% | 419 | 0.0% | 0.07% | -11.0% | |
| RTX | Buy | RTX CORPORATIONcall | $158,334 | -4.9% | 2,200 | +29.4% | 0.07% | -1.4% |
| EFA | Sell | ISHARES TRmsci eafe etf | $159,275 | -10.4% | 2,311 | -5.7% | 0.07% | -7.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $157,325 | -56.1% | 368 | -54.5% | 0.07% | -55.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $153,941 | -4.4% | 871 | +1.3% | 0.07% | -1.4% |
| OTIS | OTIS WORLDWIDE CORP | $155,108 | -9.8% | 1,931 | 0.0% | 0.07% | -7.8% | |
| GD | GENERAL DYNAMICS CORP | $154,679 | +2.7% | 700 | 0.0% | 0.07% | +6.0% | |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $151,564 | +0.7% | 5,601 | +3.3% | 0.07% | +4.5% |
| AVGO | Buy | BROADCOM INC | $150,543 | +0.8% | 181 | +5.2% | 0.07% | +3.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $149,712 | -11.6% | 1,592 | -7.9% | 0.07% | -9.2% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $146,784 | +1.4% | 3,065 | +1.8% | 0.07% | +4.6% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $147,512 | -6.0% | 2,509 | +0.4% | 0.07% | -2.9% |
| HUBS | HUBSPOT INCcall | $147,750 | -7.4% | 300 | 0.0% | 0.07% | -4.2% | |
| BAC | Sell | BANK AMERICA CORP | $145,435 | -4.7% | 5,312 | -0.2% | 0.07% | -1.5% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $145,125 | +0.9% | 1,431 | +6.8% | 0.07% | +4.7% |
| CB | CHUBB LIMITED | $143,853 | +8.1% | 691 | 0.0% | 0.07% | +11.9% | |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $140,214 | -18.1% | 871 | -13.6% | 0.06% | -15.6% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $140,108 | -16.9% | 767 | -11.5% | 0.06% | -14.7% |
| EXC | Buy | EXELON CORP | $139,926 | -6.4% | 3,703 | +0.9% | 0.06% | -4.5% |
| IVW | ISHARES TRs&p 500 grwt etf | $138,140 | -2.9% | 2,019 | 0.0% | 0.06% | 0.0% | |
| KMI | Buy | KINDER MORGAN INC DEL | $138,133 | -2.9% | 8,331 | +0.8% | 0.06% | 0.0% |
| LRCX | LAM RESEARCH CORP | $137,263 | -2.5% | 219 | 0.0% | 0.06% | 0.0% | |
| DIS | DISNEY WALT COcall | $137,785 | -9.2% | 1,700 | 0.0% | 0.06% | -7.4% | |
| QCOM | Buy | QUALCOMM INCcall | $133,272 | +1.8% | 1,200 | +9.1% | 0.06% | +3.4% |
| TY | Buy | TRI CONTL CORP | $131,887 | +0.5% | 4,960 | +3.6% | 0.06% | +3.4% |
| NVO | Buy | NOVO-NORDISK A Sadr | $130,227 | +12.4% | 1,432 | +100.0% | 0.06% | +15.4% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $125,474 | +33.7% | 865 | +40.4% | 0.06% | +38.1% |
| LOW | LOWES COS INCcall | $124,704 | -7.9% | 600 | 0.0% | 0.06% | -6.6% | |
| SYK | STRYKER CORPORATION | $122,972 | -10.4% | 450 | 0.0% | 0.06% | -6.6% | |
| JNJ | JOHNSON & JOHNSONcall | $124,600 | -5.9% | 800 | 0.0% | 0.06% | -3.4% | |
| LMT | LOCKHEED MARTIN CORPcall | $122,688 | -11.2% | 300 | 0.0% | 0.06% | -9.7% | |
| CLX | Buy | CLOROX CO DEL | $121,853 | -17.5% | 930 | +0.1% | 0.06% | -15.2% |
| CRM | SALESFORCE INCcall | $121,668 | -4.0% | 600 | 0.0% | 0.06% | -1.8% | |
| MAR | MARRIOTT INTL INC NEWcall | $117,936 | +7.0% | 600 | 0.0% | 0.05% | +10.2% | |
| BHP | BHP GROUP LTDsponsored ads | $117,628 | -4.7% | 2,068 | 0.0% | 0.05% | -1.8% | |
| ASML | ASML HOLDING N Vcall | $117,732 | -18.8% | 200 | 0.0% | 0.05% | -16.9% | |
| MQY | BLACKROCK MUNIYILD QULT FD I | $117,175 | -11.6% | 11,454 | 0.0% | 0.05% | -8.5% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $117,820 | +6.1% | 884 | 0.0% | 0.05% | +8.0% | |
| Buy | CONSTELLATION ENERGY CORP | $117,042 | +20.1% | 1,073 | +0.8% | 0.05% | +22.7% | |
| SMMD | Buy | ISHARES TRrusel 2500 etf | $115,233 | -4.6% | 2,114 | +0.6% | 0.05% | -1.9% |
| PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $114,126 | -2.0% | 8,117 | 0.0% | 0.05% | +1.9% | |
| MU | MICRON TECHNOLOGY INC | $115,651 | +7.8% | 1,700 | 0.0% | 0.05% | +10.4% | |
| JPM | JPMORGAN CHASE & COcall | $116,016 | -0.3% | 800 | 0.0% | 0.05% | +1.9% | |
| EMR | EMERSON ELEC CO | $113,181 | +6.8% | 1,172 | 0.0% | 0.05% | +10.6% | |
| RIO | RIO TINTO PLCsponsored adr | $111,816 | -0.3% | 1,757 | 0.0% | 0.05% | +2.0% | |
| MMM | Sell | 3M CO | $109,460 | -8.1% | 1,169 | -1.8% | 0.05% | -5.7% |
| AES | AES CORP | $107,252 | -26.7% | 7,056 | 0.0% | 0.05% | -24.6% | |
| OKE | Buy | ONEOK INC NEW | $103,582 | +769.6% | 1,633 | +746.1% | 0.05% | +860.0% |
| SHM | SPDR SER TRnuveen blmbrg sh | $104,619 | -1.7% | 2,263 | 0.0% | 0.05% | 0.0% | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $102,725 | -3.9% | 1,352 | 0.0% | 0.05% | -2.1% | |
| WFC | Buy | WELLS FARGO CO NEW | $102,576 | -4.0% | 2,510 | +0.2% | 0.05% | -2.1% |
| ITA | ISHARES TRus aer def etf | $100,142 | -9.2% | 945 | 0.0% | 0.05% | -6.1% | |
| IESC | IES HLDGS INC | $98,805 | +15.8% | 1,500 | 0.0% | 0.04% | +18.4% | |
| SOXX | ISHARES TRishares semicdtr | $94,701 | -6.6% | 200 | 0.0% | 0.04% | -2.2% | |
| ACN | ACCENTURE PLC IRELANDcall | $94,728 | 0.0% | 400 | 0.0% | 0.04% | +4.8% | |
| FEDERAL RLTY INVT TR NEWsh ben int new | $96,159 | -6.3% | 1,061 | 0.0% | 0.04% | -4.3% | ||
| UNH | UNITEDHEALTH GROUP INC | $93,860 | +5.1% | 186 | 0.0% | 0.04% | +7.5% | |
| SHELL PLCspon ads | $93,673 | +6.6% | 1,455 | 0.0% | 0.04% | +10.3% | ||
| HYS | PIMCO ETF TR0-5 high yield | $92,016 | -1.0% | 1,019 | 0.0% | 0.04% | 0.0% | |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $91,445 | -12.5% | 10,321 | 0.0% | 0.04% | -10.6% | |
| F | Buy | FORD MTR CO DEL | $90,039 | -17.4% | 7,250 | +0.7% | 0.04% | -16.3% |
| LW | LAMB WESTON HLDGS INC | $86,266 | -19.6% | 933 | 0.0% | 0.04% | -16.7% | |
| UL | UNILEVER PLCspon adr new | $87,636 | -5.2% | 1,774 | 0.0% | 0.04% | -2.4% | |
| ODFL | New | OLD DOMINION FREIGHT LINE INcall | $83,898 | – | 200 | +100.0% | 0.04% | – |
| VOX | VANGUARD WORLD FDS | $85,625 | -1.1% | 814 | 0.0% | 0.04% | 0.0% | |
| IUSG | ISHARES TRcore s&p us gwt | $85,442 | -2.9% | 901 | 0.0% | 0.04% | 0.0% | |
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $84,203 | -4.7% | 3,383 | 0.0% | 0.04% | -2.5% | |
| GLD | SPDR GOLD TR | $85,554 | -3.8% | 499 | 0.0% | 0.04% | -2.5% | |
| TMUS | T-MOBILE US INC | $84,030 | +0.8% | 600 | 0.0% | 0.04% | +5.4% | |
| WEX | WEX INC | $84,641 | +3.3% | 450 | 0.0% | 0.04% | +5.4% | |
| ORCL | ORACLE CORPcall | $84,736 | -11.1% | 800 | 0.0% | 0.04% | -9.3% | |
| KMB | KIMBERLY-CLARK CORP | $81,574 | -12.5% | 675 | 0.0% | 0.04% | -9.5% | |
| BFB | BROWN FORMAN CORPcl b | $82,497 | -13.6% | 1,430 | 0.0% | 0.04% | -11.6% | |
| TSCO | TRACTOR SUPPLY COcall | $81,220 | -8.2% | 400 | 0.0% | 0.04% | -7.5% | |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $80,869 | +8.0% | 3,274 | +0.2% | 0.04% | +12.1% |
| ZS | ZSCALER INCcall | $77,795 | +6.3% | 500 | 0.0% | 0.04% | +9.1% | |
| UPS | UNITED PARCEL SERVICE INCcall | $77,935 | -13.0% | 500 | 0.0% | 0.04% | -10.0% | |
| BX | BLACKSTONE INC | $75,427 | +15.2% | 704 | 0.0% | 0.04% | +20.7% | |
| GIS | GENERAL MLS INC | $76,213 | -16.6% | 1,191 | 0.0% | 0.04% | -14.6% | |
| AMLP | Buy | ALPS ETF TRalerian mlp | $76,317 | +8.6% | 1,808 | +0.9% | 0.04% | +12.9% |
| LDOS | LEIDOS HOLDINGS INC | $77,046 | +4.2% | 836 | 0.0% | 0.04% | +6.1% | |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $75,665 | +265.0% | 2,440 | +283.0% | 0.04% | +288.9% |
| BDX | BECTON DICKINSON & CO | $74,716 | -2.1% | 289 | 0.0% | 0.03% | 0.0% | |
| ONEQ | FIDELITY COMWLTH TR | $72,786 | -3.9% | 1,400 | 0.0% | 0.03% | -2.9% | |
| AMD | Buy | ADVANCED MICRO DEVICES INCcall | $71,974 | +5.3% | 700 | +16.7% | 0.03% | +6.5% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $71,181 | -1.7% | 580 | +0.9% | 0.03% | +3.1% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $71,114 | -37.7% | 264 | -34.5% | 0.03% | -35.3% |
| AFL | AFLAC INC | $70,534 | +10.0% | 919 | 0.0% | 0.03% | +10.3% | |
| AAPL | Sell | APPLE INCcall | $68,484 | -60.8% | 400 | -55.6% | 0.03% | -59.0% |
| DLR | DIGITAL RLTY TR INC | $68,498 | +6.3% | 566 | 0.0% | 0.03% | +10.3% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $69,936 | -3.7% | 6,387 | 0.0% | 0.03% | 0.0% | |
| IGV | ISHARES TRexpanded tech | $68,594 | -1.3% | 201 | 0.0% | 0.03% | +3.2% | |
| MDB | MONGODB INCcall | $69,172 | -15.8% | 200 | 0.0% | 0.03% | -13.5% | |
| OHI | OMEGA HEALTHCARE INVS INC | $68,642 | +8.0% | 2,070 | 0.0% | 0.03% | +14.3% | |
| PPL | Sell | PPL CORP | $68,584 | -19.3% | 2,911 | -9.3% | 0.03% | -15.8% |
| MDYV | SPDR SER TRs&p 400 mdcp val | $68,752 | -5.7% | 1,060 | 0.0% | 0.03% | -3.0% | |
| CVX | CHEVRON CORP NEWcall | $67,448 | +7.2% | 400 | 0.0% | 0.03% | +10.7% | |
| C | Buy | CITIGROUP INC | $66,420 | -9.1% | 1,615 | +1.8% | 0.03% | -6.1% |
| EEM | ISHARES TRmsci emg mkt etf | $66,147 | -4.1% | 1,743 | 0.0% | 0.03% | -3.2% | |
| ET | ENERGY TRANSFER L P | $64,454 | +10.5% | 4,594 | 0.0% | 0.03% | +15.4% | |
| SPYG | SPDR SER TRprtflo s&p500 gw | $64,497 | -2.8% | 1,088 | 0.0% | 0.03% | 0.0% | |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $65,407 | -9.7% | 1,110 | +0.3% | 0.03% | -6.2% |
| SPTS | New | SPDR SER TRportfolio sh tsr | $63,960 | – | 2,227 | +100.0% | 0.03% | – |
| NUE | NUCOR CORPcall | $62,540 | -4.7% | 400 | 0.0% | 0.03% | 0.0% | |
| SNPS | SYNOPSYS INCcall | $60,444 | 0.0% | 200 | 0.0% | 0.03% | +3.7% | |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $60,891 | -74.6% | 1,206 | -73.6% | 0.03% | -73.8% |
| GOVT | Buy | ISHARES TRus treas bd etf | $61,624 | -1.7% | 2,796 | +2.1% | 0.03% | 0.0% |
| SPGI | S&P GLOBAL INC | $61,024 | -8.9% | 167 | 0.0% | 0.03% | -6.7% | |
| SPMD | New | SPDR SER TRportfolio s&p400 | $61,525 | – | 1,405 | +100.0% | 0.03% | – |
| SYY | SYSCO CORP | $61,295 | -11.0% | 928 | 0.0% | 0.03% | -9.7% | |
| SLV | ISHARES SILVER TRcall | $61,020 | -2.6% | 3,000 | 0.0% | 0.03% | 0.0% | |
| ESLT | ELBIT SYS LTDord | $60,384 | -5.3% | 305 | 0.0% | 0.03% | 0.0% | |
| CAG | CONAGRA BRANDS INC | $61,805 | -18.7% | 2,254 | 0.0% | 0.03% | -17.6% | |
| ARKF | ARK ETF TRcall | $58,080 | -7.4% | 3,000 | 0.0% | 0.03% | -3.6% | |
| XEL | XCEL ENERGY INC | $58,937 | -8.0% | 1,030 | 0.0% | 0.03% | -6.9% | |
| IEMG | ISHARES INCcore msci emkt | $58,060 | -3.4% | 1,220 | 0.0% | 0.03% | 0.0% | |
| IEFA | ISHARES TRcore msci eafe | $59,717 | -4.7% | 928 | 0.0% | 0.03% | -3.6% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $58,001 | -6.1% | 655 | 0.0% | 0.03% | -3.6% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $58,384 | -4.2% | 1,320 | 0.0% | 0.03% | 0.0% | |
| MKL | MARKEL GROUP INC | $58,900 | +6.5% | 40 | 0.0% | 0.03% | +8.0% | |
| AGNC | Buy | AGNC INVT CORP | $57,264 | +55.4% | 6,066 | +66.8% | 0.03% | +62.5% |
| AEE | AMEREN CORP | $57,171 | -8.4% | 764 | 0.0% | 0.03% | -7.1% | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $56,058 | +6.6% | 850 | 0.0% | 0.03% | +8.3% | |
| RYU | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $57,331 | -9.0% | 1,140 | +100.0% | 0.03% | -7.1% |
| BB | BLACKBERRY LTDcall | $56,400 | 0.0% | 4,000 | 0.0% | 0.03% | +4.0% | |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $56,461 | -4.9% | 646 | 0.0% | 0.03% | -3.7% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $56,288 | -0.7% | 749 | 0.0% | 0.03% | +4.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $54,825 | -2.3% | 416 | 0.0% | 0.02% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $54,919 | +18.7% | 942 | 0.0% | 0.02% | +19.0% | |
| VAC | Buy | MARRIOTT VACATIONS WORLDWIDE | $53,636 | -17.4% | 533 | +0.8% | 0.02% | -13.8% |
| IT | GARTNER INC | $54,978 | -1.9% | 160 | 0.0% | 0.02% | 0.0% | |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $54,269 | -1.9% | 12,006 | -1.7% | 0.02% | 0.0% |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $52,710 | -11.8% | 527 | 0.0% | 0.02% | -11.1% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $51,749 | -5.8% | 513 | 0.0% | 0.02% | -4.0% | |
| HPQ | HP INC | $51,400 | -16.3% | 2,000 | 0.0% | 0.02% | -11.1% | |
| CI | THE CIGNA GROUP | $52,637 | +1.9% | 184 | 0.0% | 0.02% | +4.3% | |
| UNP | Buy | UNION PAC CORP | $52,222 | +0.1% | 256 | +0.4% | 0.02% | +4.3% |
| IAU | Sell | ISHARES GOLD TRishares new | $51,191 | -28.3% | 1,463 | -25.5% | 0.02% | -25.0% |
| CTVA | CORTEVA INC | $52,235 | -10.7% | 1,021 | 0.0% | 0.02% | -7.7% | |
| TM | Sell | TOYOTA MOTOR CORPads | $50,330 | -40.9% | 280 | -47.2% | 0.02% | -39.5% |
| VDE | VANGUARD WORLD FDSenergy etf | $49,302 | +12.3% | 389 | 0.0% | 0.02% | +15.0% | |
| WIX | WIX COM LTDcall | $50,348 | 0.0% | 400 | 0.0% | 0.02% | 0.0% | |
| PXD | Buy | PIONEER NAT RES CO | $50,352 | +11.7% | 219 | +0.5% | 0.02% | +15.0% |
| DVN | DEVON ENERGY CORP NEWcall | $47,700 | -1.3% | 1,000 | 0.0% | 0.02% | 0.0% | |
| IBB | ISHARES TRishares biotech | $48,812 | -3.7% | 399 | 0.0% | 0.02% | -4.3% | |
| TTD | THE TRADE DESK INCcall | $46,890 | +1.2% | 600 | 0.0% | 0.02% | +4.8% | |
| MS | Sell | MORGAN STANLEY | $47,135 | -25.6% | 577 | -22.2% | 0.02% | -21.4% |
| XOM | Buy | EXXON MOBIL CORPcall | $47,032 | +46.2% | 400 | +33.3% | 0.02% | +57.1% |
| IWO | ISHARES TRrus 2000 grw etf | $48,193 | -7.6% | 215 | 0.0% | 0.02% | -4.3% | |
| VRP | INVESCO EXCH TRADED FD TR IIvar rate pfd | $46,977 | +0.5% | 2,100 | 0.0% | 0.02% | +4.8% | |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $47,041 | +5.1% | 4,962 | +4.8% | 0.02% | +10.0% |
| PANW | PALO ALTO NETWORKS INCcall | $46,888 | -8.2% | 200 | 0.0% | 0.02% | -4.3% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $46,956 | -4.0% | 3,279 | 0.0% | 0.02% | 0.0% | |
| MBND | SSGA ACTIVE TRspdr nuveen mun | $44,833 | -3.3% | 1,724 | 0.0% | 0.02% | 0.0% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $45,380 | -3.6% | 200 | 0.0% | 0.02% | 0.0% | |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $46,496 | +78.7% | 2,472 | +90.2% | 0.02% | +75.0% | |
| FMHI | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $46,332 | -4.3% | 1,028 | 0.0% | 0.02% | -4.5% | |
| ALL | ALLSTATE CORP | $44,564 | +2.2% | 400 | 0.0% | 0.02% | +10.5% | |
| ALC | Sell | ALCON AG | $44,695 | -16.9% | 580 | -11.5% | 0.02% | -12.5% |
| V | VISA INCcall | $46,002 | -3.1% | 200 | 0.0% | 0.02% | 0.0% | |
| ENB | ENBRIDGE INC | $42,429 | -9.7% | 1,265 | 0.0% | 0.02% | -4.8% | |
| Buy | MFA FINL INC | $44,549 | +65.4% | 4,636 | +93.5% | 0.02% | +66.7% | |
| IDXX | IDEXX LABS INC | $43,727 | -12.9% | 100 | 0.0% | 0.02% | -9.1% | |
| AMT | AMERICAN TOWER CORP NEW | $42,429 | -15.2% | 258 | 0.0% | 0.02% | -9.1% | |
| TGT | Buy | TARGET CORPcall | $44,228 | +11.8% | 400 | +33.3% | 0.02% | +11.1% |
| EMN | EASTMAN CHEM CO | $44,114 | -8.4% | 575 | 0.0% | 0.02% | -9.1% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $44,260 | -10.0% | 730 | 0.0% | 0.02% | -9.1% | |
| ETN | New | EATON CORP PLCcall | $42,656 | – | 200 | +100.0% | 0.02% | – |
| KHC | KRAFT HEINZ CO | $44,035 | -5.2% | 1,309 | 0.0% | 0.02% | -4.8% | |
| ADBE | ADOBE INCcall | $41,150 | 0.0% | 100 | 0.0% | 0.02% | +5.6% | |
| CCI | Buy | CROWN CASTLE INC | $40,268 | -18.1% | 438 | +1.4% | 0.02% | -13.6% |
| SNY | SANOFIsponsored adr | $42,376 | -0.5% | 790 | 0.0% | 0.02% | 0.0% | |
| APPN | APPIAN CORPcall | $41,049 | -4.2% | 900 | 0.0% | 0.02% | 0.0% | |
| MTB | M & T BK CORP | $42,235 | +2.2% | 334 | 0.0% | 0.02% | +5.6% | |
| PBW | Buy | INVESCO EXCHANGE TRADED FD Twilderhil clan | $38,159 | +34.9% | 1,214 | +72.2% | 0.02% | +38.5% |
| D | Buy | DOMINION ENERGY INC | $39,509 | -12.9% | 884 | +0.9% | 0.02% | -10.0% |
| NKE | Buy | NIKE INCcall | $38,248 | +15.5% | 400 | +33.3% | 0.02% | +20.0% |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $39,626 | -12.2% | 4,270 | 0.0% | 0.02% | -10.0% | |
| KXI | ISHARES TRglb cnsm stp etf | $39,942 | -6.7% | 700 | 0.0% | 0.02% | -5.3% | |
| BLK | Sell | BLACKROCK INC | $39,389 | -13.0% | 61 | -7.6% | 0.02% | -10.0% |
| DD | DUPONT DE NEMOURS INC | $39,757 | +4.4% | 533 | 0.0% | 0.02% | +5.9% | |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $38,728 | +154.9% | 555 | +165.6% | 0.02% | +157.1% |
| XLV | New | SELECT SECTOR SPDR TRcall | $38,622 | – | 300 | +100.0% | 0.02% | – |
| NFG | NATIONAL FUEL GAS CO | $38,933 | +1.1% | 750 | 0.0% | 0.02% | +5.9% | |
| CANADIAN PACIFIC KANSAS CITY | $37,205 | -7.9% | 500 | 0.0% | 0.02% | -5.6% | ||
| MCY | MERCURY GENL CORP NEW | $37,118 | -7.4% | 1,324 | 0.0% | 0.02% | -5.6% | |
| DON | WISDOMTREE TRus midcap divid | $37,479 | -2.6% | 915 | 0.0% | 0.02% | 0.0% | |
| WEX | WEX INCcall | $37,618 | +3.3% | 200 | 0.0% | 0.02% | +6.2% | |
| MBB | Sell | ISHARES TRmbs etf | $35,964 | -16.4% | 405 | -12.1% | 0.02% | -10.5% |
| GNMA | ISHARES TRgnma bond etf | $37,394 | -4.7% | 895 | 0.0% | 0.02% | -5.6% | |
| FLGT | FULGENT GENETICS INCcall | $37,860 | 0.0% | 600 | 0.0% | 0.02% | 0.0% | |
| XBI | SPDR SER TRcall | $36,510 | -12.2% | 500 | 0.0% | 0.02% | -10.5% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $36,909 | -6.2% | 510 | 0.0% | 0.02% | -5.6% | |
| EXPD | EXPEDITORS INTL WASH INC | $36,682 | -5.4% | 320 | 0.0% | 0.02% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INCcall | $34,774 | -1.2% | 100 | 0.0% | 0.02% | 0.0% | |
| IUSV | ISHARES TRcore s&p us vlu | $34,773 | -4.7% | 466 | 0.0% | 0.02% | 0.0% | |
| MUB | ISHARES TRnational mun etf | $34,762 | -3.9% | 339 | 0.0% | 0.02% | 0.0% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcall | $35,030 | +2.7% | 100 | 0.0% | 0.02% | +6.7% | |
| BP | BP PLCsponsored adr | $34,152 | +9.7% | 882 | 0.0% | 0.02% | +14.3% | |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $35,777 | -2.1% | 748 | 0.0% | 0.02% | 0.0% | |
| SAIC | Buy | SCIENCE APPLICATIONS INTL CO | $32,823 | +2.4% | 311 | +9.1% | 0.02% | +7.1% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $33,114 | -2.6% | 576 | +0.7% | 0.02% | 0.0% |
| SPG | SIMON PPTY GROUP INC NEW | $33,507 | -6.4% | 310 | 0.0% | 0.02% | -6.2% | |
| CRWD | CROWDSTRIKE HLDGS INCcall | $33,476 | +14.0% | 200 | 0.0% | 0.02% | +15.4% | |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $31,523 | – | 939 | +100.0% | 0.02% | – |
| AMD | ADVANCED MICRO DEVICES INC | $31,772 | -9.7% | 309 | 0.0% | 0.02% | -6.2% | |
| AXP | AMERICAN EXPRESS CO | $33,121 | -14.4% | 222 | 0.0% | 0.02% | -11.8% | |
| VMW | VMWARE INC | $31,798 | +15.9% | 191 | 0.0% | 0.02% | +25.0% | |
| CYBR | CYBERARK SOFTWARE LTDcall | $32,754 | +4.8% | 200 | 0.0% | 0.02% | +7.1% | |
| DTE | DTE ENERGY CO | $33,458 | -9.8% | 337 | 0.0% | 0.02% | -11.8% | |
| ENPH | Buy | ENPHASE ENERGY INC | $32,561 | -28.0% | 271 | +0.4% | 0.02% | -25.0% |
| DIM | Buy | WISDOMTREE TRintl midcap dv | $30,053 | -1.9% | 535 | +0.6% | 0.01% | 0.0% |
| FTS | FORTIS INC | $29,595 | -11.8% | 779 | 0.0% | 0.01% | -6.7% | |
| SHOP | Buy | SHOPIFY INCcl a | $29,632 | -14.3% | 543 | +1.5% | 0.01% | -6.7% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $30,992 | +27.9% | 450 | +0.4% | 0.01% | +27.3% |
| Sell | GE HEALTHCARE TECHNOLOGIES I | $31,503 | -25.3% | 463 | -10.8% | 0.01% | -26.3% | |
| TRV | Sell | TRAVELERS COMPANIES INC | $29,886 | -24.2% | 183 | -19.4% | 0.01% | -22.2% |
| ORI | Buy | OLD REP INTL CORP | $30,241 | +8.0% | 1,123 | +0.9% | 0.01% | +7.7% |
| ABNB | AIRBNB INC | $31,147 | +7.1% | 227 | 0.0% | 0.01% | +7.7% | |
| MDB | MONGODB INCcl a | $31,128 | -15.8% | 90 | 0.0% | 0.01% | -17.6% | |
| EGBN | Sell | EAGLE BANCORP INC MD | $30,030 | -4.6% | 1,400 | -5.9% | 0.01% | 0.0% |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $30,678 | +0.3% | 1,445 | 0.0% | 0.01% | 0.0% | |
| CMCSA | New | COMCAST CORP NEWcall | $31,038 | – | 700 | +100.0% | 0.01% | – |
| RQI | Buy | COHEN & STEERS QUALITY INCOM | $30,113 | -11.7% | 2,976 | +1.2% | 0.01% | -6.7% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $30,832 | -28.8% | 1,737 | -21.7% | 0.01% | -26.3% |
| WMB | WILLIAMS COS INC | $28,637 | +3.2% | 850 | 0.0% | 0.01% | +8.3% | |
| TIP | Sell | ISHARES TRtips bd etf | $27,662 | -59.0% | 267 | -57.4% | 0.01% | -56.7% |
| IWP | ISHARES TRrus md cp gr etf | $28,867 | -5.5% | 316 | 0.0% | 0.01% | -7.1% | |
| GPC | GENUINE PARTS CO | $27,433 | -14.7% | 190 | 0.0% | 0.01% | -7.1% | |
| JACOBS SOLUTIONS INC | $27,300 | +14.8% | 200 | 0.0% | 0.01% | +18.2% | ||
| SCHW | SCHWAB CHARLES CORPcall | $27,450 | -3.1% | 500 | 0.0% | 0.01% | 0.0% | |
| ALV | AUTOLIV INC | $28,944 | +13.5% | 300 | 0.0% | 0.01% | +18.2% | |
| ATO | ATMOS ENERGY CORP | $28,708 | -8.9% | 271 | 0.0% | 0.01% | -7.1% | |
| ANET | ARISTA NETWORKS INC | $27,958 | +13.5% | 152 | 0.0% | 0.01% | +18.2% | |
| YYY | Buy | AMPLIFY ETF TR | $27,787 | +26.7% | 2,501 | +33.3% | 0.01% | +30.0% |
| APD | AIR PRODS & CHEMS INC | $28,340 | -5.4% | 100 | 0.0% | 0.01% | 0.0% | |
| ABNB | AIRBNB INCcall | $27,442 | +7.1% | 200 | 0.0% | 0.01% | +18.2% | |
| DFS | DISCOVER FINL SVCS | $25,989 | -25.9% | 300 | 0.0% | 0.01% | -25.0% | |
| GWRE | GUIDEWIRE SOFTWARE INC | $27,000 | +18.3% | 300 | 0.0% | 0.01% | +20.0% | |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $26,390 | -3.7% | 351 | +0.3% | 0.01% | 0.0% |
| ZS | ZSCALER INC | $26,295 | +6.3% | 169 | 0.0% | 0.01% | +9.1% | |
| COF | CAPITAL ONE FINL CORP | $25,039 | -11.3% | 258 | 0.0% | 0.01% | -7.7% | |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INCcall | $25,902 | -3.7% | 200 | +100.0% | 0.01% | 0.0% |
| UHS | UNIVERSAL HLTH SVCS INCcl b | $25,146 | -20.3% | 200 | 0.0% | 0.01% | -14.3% | |
| LOW | LOWES COS INC | $25,980 | -7.9% | 125 | 0.0% | 0.01% | -7.7% | |
| KKR | KKR & CO INCcall | $24,640 | +10.0% | 400 | 0.0% | 0.01% | +10.0% | |
| IYZ | ISHARES TR | $23,085 | -3.6% | 1,084 | 0.0% | 0.01% | 0.0% | |
| NKE | NIKE INCcl b | $23,236 | -13.4% | 243 | 0.0% | 0.01% | -8.3% | |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $24,494 | -5.2% | 625 | 0.0% | 0.01% | -8.3% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $24,297 | -30.5% | 48 | -28.4% | 0.01% | -31.2% |
| PAYX | PAYCHEX INC | $23,066 | +3.1% | 200 | 0.0% | 0.01% | +10.0% | |
| GSBD | New | GOLDMAN SACHS BDC INC | $24,316 | – | 1,670 | +100.0% | 0.01% | – |
| GM | GENERAL MTRS COcall | $23,079 | -14.5% | 700 | 0.0% | 0.01% | -8.3% | |
| EBF | Buy | ENNIS INC | $23,544 | +5.3% | 1,110 | +1.2% | 0.01% | +10.0% |
| C | CITIGROUP INCcall | $24,678 | -10.7% | 600 | 0.0% | 0.01% | -8.3% | |
| IEI | ISHARES TR3 7 yr treas bd | $24,669 | -1.8% | 218 | 0.0% | 0.01% | 0.0% | |
| SPYV | SPDR SER TRprtflo s&p500 vl | $24,385 | -4.5% | 591 | 0.0% | 0.01% | 0.0% | |
| DWX | Buy | SPDR INDEX SHS FDSs&p intl etf | $21,811 | -3.2% | 663 | +1.2% | 0.01% | 0.0% |
| BCX | BLACKROCK RES & COMMODITIES | $21,607 | +1.5% | 2,346 | 0.0% | 0.01% | 0.0% | |
| Buy | BROOKFIELD CORPcl a ltd vt sh | $20,733 | +6.2% | 663 | +14.3% | 0.01% | +11.1% | |
| SNAP | Sell | SNAP INCcall | $22,156 | -50.0% | 400 | -50.0% | 0.01% | -50.0% |
| New | CANADIAN PACIFIC KANSAS CITYcall | $22,323 | – | 300 | +100.0% | 0.01% | – | |
| MPW | MEDICAL PPTYS TRUST INC | $22,073 | -41.1% | 4,050 | 0.0% | 0.01% | -41.2% | |
| WIW | Sell | WESTERN AST INFL LKD OPP & I | $22,287 | -65.7% | 2,708 | -63.1% | 0.01% | -65.5% |
| COIN | COINBASE GLOBAL INCcall | $22,524 | +4.9% | 300 | 0.0% | 0.01% | 0.0% | |
| MRNA | MODERNA INCcall | $20,658 | -15.0% | 200 | 0.0% | 0.01% | -9.1% | |
| NRK | Sell | NUVEEN NEW YORK AMT QLT MUNI | $22,680 | -17.8% | 2,400 | -10.0% | 0.01% | -16.7% |
| ETN | Buy | EATON CORP PLC | $20,902 | +38.6% | 98 | +30.7% | 0.01% | +42.9% |
| RHS | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $20,728 | -10.3% | 690 | +400.0% | 0.01% | 0.0% |
| ADSK | AUTODESK INCcall | $20,691 | +1.1% | 100 | 0.0% | 0.01% | +11.1% | |
| New | KENVUE INC | $22,108 | – | 1,101 | +100.0% | 0.01% | – | |
| UAL | UNITED AIRLS HLDGS INC | $21,150 | -22.9% | 500 | 0.0% | 0.01% | -16.7% | |
| ANTM | ELEVANCE HEALTH INC | $19,594 | -2.0% | 45 | 0.0% | 0.01% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC | $18,504 | +14.2% | 6 | 0.0% | 0.01% | +28.6% | |
| MET | METLIFE INC | $19,188 | +11.3% | 305 | 0.0% | 0.01% | +12.5% | |
| AVDL | AVADEL PHARMACEUTICALS PLCcall | $20,600 | -37.5% | 2,000 | 0.0% | 0.01% | -40.0% | |
| IYH | ISHARES TRus hlthcare etf | $19,446 | -3.6% | 72 | 0.0% | 0.01% | 0.0% | |
| JETS | ETF SER SOLUTIONSus glb jets | $18,733 | -20.5% | 1,100 | 0.0% | 0.01% | -18.2% | |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $19,302 | -33.7% | 172 | -14.0% | 0.01% | -30.8% |
| SPSB | SPDR SER TRportfolio short | $19,410 | -0.4% | 662 | 0.0% | 0.01% | 0.0% | |
| DSL | DOUBLELINE INCOME SOLUTIONS | $19,338 | -1.6% | 1,650 | 0.0% | 0.01% | 0.0% | |
| CCOI | COGENT COMMUNICATIONS HLDGS | $18,570 | -8.0% | 300 | 0.0% | 0.01% | 0.0% | |
| DAL | DELTA AIR LINES INC DELcall | $18,500 | -22.2% | 500 | 0.0% | 0.01% | -18.2% | |
| WYNN | WYNN RESORTS LTD | $19,503 | -12.3% | 211 | 0.0% | 0.01% | -10.0% | |
| PRU | PRUDENTIAL FINL INC | $20,117 | +7.6% | 212 | 0.0% | 0.01% | +12.5% | |
| ROKU | ROKU INCcall | $18,512 | 0.0% | 400 | 0.0% | 0.01% | +12.5% | |
| MELI | MERCADOLIBRE INC | $19,019 | +7.0% | 15 | 0.0% | 0.01% | +12.5% | |
| O | Buy | REALTY INCOME CORP | $19,577 | +70.5% | 392 | +104.2% | 0.01% | +80.0% |
| NVG | NUVEEN AMT FREE MUN CR INC F | $16,569 | -11.9% | 1,607 | 0.0% | 0.01% | 0.0% | |
| ROST | ROSS STORES INC | $17,169 | +0.7% | 152 | 0.0% | 0.01% | 0.0% | |
| RVT | ROYCE VALUE TR INC | $18,160 | -6.7% | 1,411 | 0.0% | 0.01% | -11.1% | |
| FN | FABRINET | $16,329 | +28.3% | 98 | 0.0% | 0.01% | +33.3% | |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $17,914 | +19.4% | 453 | +147.5% | 0.01% | +14.3% |
| EVN | EATON VANCE MUNI INCOME TRUSsh ben int | $18,132 | -10.5% | 2,035 | 0.0% | 0.01% | -11.1% | |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $17,370 | -7.2% | 1,000 | -10.2% | 0.01% | 0.0% |
| SLVP | ISHARES INCmsci glb slv&mtl | $17,140 | -11.2% | 2,000 | 0.0% | 0.01% | -11.1% | |
| AEP | AMERICAN ELEC PWR CO INC | $18,429 | -10.7% | 245 | 0.0% | 0.01% | -11.1% | |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVcall | $16,659 | -62.5% | 300 | -62.5% | 0.01% | -60.0% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $18,169 | -19.5% | 415 | -15.5% | 0.01% | -20.0% |
| ANET | New | ARISTA NETWORKS INCcall | $18,393 | – | 100 | +100.0% | 0.01% | – |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $18,411 | -4.6% | 344 | 0.0% | 0.01% | -11.1% | |
| PATH | UIPATH INCcall | $16,590 | 0.0% | 300 | 0.0% | 0.01% | +14.3% | |
| UBER | UBER TECHNOLOGIES INCcall | $18,396 | +6.5% | 400 | 0.0% | 0.01% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $17,888 | +4.4% | 1,118 | 0.0% | 0.01% | 0.0% | |
| CFG | CITIZENS FINL GROUP INC | $17,608 | +2.8% | 657 | 0.0% | 0.01% | 0.0% | |
| KSS | Buy | KOHLS CORP | $17,831 | -6.9% | 851 | +2.4% | 0.01% | -11.1% |
| FLRN | SPDR SER TRbloomberg invt | $18,248 | +0.1% | 594 | 0.0% | 0.01% | 0.0% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $16,413 | -2.6% | 49 | 0.0% | 0.01% | 0.0% | |
| K | Buy | KELLANOVA | $14,179 | -0.7% | 238 | +12.3% | 0.01% | +16.7% |
| TSCO | Buy | TRACTOR SUPPLY CO | $15,792 | -7.7% | 78 | +1.3% | 0.01% | -12.5% |
| X | Buy | UNITED STATES STL CORP NEWcall | $14,148 | +100.0% | 600 | +100.0% | 0.01% | +133.3% |
| ON | ON SEMICONDUCTOR CORP | $14,408 | -1.7% | 155 | 0.0% | 0.01% | 0.0% | |
| SBS | COMPANHIA DE SANEAMENTO BASIsponsored adr | $14,544 | +2.4% | 1,200 | 0.0% | 0.01% | +16.7% | |
| APOLLO GLOBAL MGMT INC | $14,811 | +16.9% | 165 | 0.0% | 0.01% | +16.7% | ||
| GMED | GLOBUS MED INCcl a | $14,895 | -16.6% | 300 | 0.0% | 0.01% | -12.5% | |
| WSBC | Sell | WESBANCO INC | $14,652 | -24.6% | 600 | -20.9% | 0.01% | -22.2% |
| EIM | EATON VANCE MUN BD FD | $15,519 | -10.0% | 1,732 | 0.0% | 0.01% | -12.5% | |
| RYI | RYERSON HLDG CORP | $14,545 | -32.9% | 500 | 0.0% | 0.01% | -30.0% | |
| PGR | PROGRESSIVE CORP | $14,348 | +5.2% | 103 | 0.0% | 0.01% | +16.7% | |
| ASML | ASML HOLDING N V | $15,894 | -18.8% | 27 | 0.0% | 0.01% | -22.2% | |
| TJX | TJX COS INC NEW | $14,228 | +4.9% | 160 | 0.0% | 0.01% | +16.7% | |
| DVN | Buy | DEVON ENERGY CORP NEW | $16,218 | +4.8% | 340 | +6.2% | 0.01% | 0.0% |
| BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $13,878 | -2.1% | 127 | 0.0% | 0.01% | 0.0% | |
| HACK | ETF MANAGERS TRprime cybr scrty | $12,797 | +2.0% | 248 | 0.0% | 0.01% | 0.0% | |
| MMC | MARSH & MCLENNAN COS INC | $13,321 | +1.2% | 70 | 0.0% | 0.01% | 0.0% | |
| NTR | Sell | NUTRIEN LTD | $12,352 | -47.7% | 200 | -50.0% | 0.01% | -45.5% |
| PINS | Buy | PINTEREST INCcall | $13,515 | +147.2% | 500 | +150.0% | 0.01% | +200.0% |
| RYN | RAYONIER INC | $12,807 | -9.4% | 450 | 0.0% | 0.01% | 0.0% | |
| RIVIAN AUTOMOTIVE INCcall | $12,140 | +45.7% | 500 | 0.0% | 0.01% | +50.0% | ||
| XTL | Sell | SPDR SER TR | $12,059 | -37.6% | 170 | -31.7% | 0.01% | -33.3% |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $13,514 | -16.7% | 317 | 0.0% | 0.01% | -14.3% | |
| FCX | FREEPORT-MCMORAN INCcl b | $13,052 | -6.8% | 350 | 0.0% | 0.01% | 0.0% | |
| CWH | CAMPING WORLD HLDGS INCcl a | $12,985 | -32.2% | 636 | 0.0% | 0.01% | -33.3% | |
| LUV | SOUTHWEST AIRLS COcall | $13,535 | -25.2% | 500 | 0.0% | 0.01% | -25.0% | |
| PICK | ISHARES INCmsci gbl etf new | $12,406 | -1.7% | 312 | 0.0% | 0.01% | 0.0% | |
| USB | US BANCORP DEL | $13,224 | +0.1% | 400 | 0.0% | 0.01% | 0.0% | |
| XAIR | BEYOND AIR INC | $12,705 | -45.8% | 5,500 | 0.0% | 0.01% | -40.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $12,975 | -1.8% | 176 | 0.0% | 0.01% | 0.0% | |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $13,306 | -0.2% | 231 | 0.0% | 0.01% | 0.0% | |
| AMAT | APPLIED MATLS INCcall | $13,845 | -4.2% | 100 | 0.0% | 0.01% | 0.0% | |
| IOO | ISHARES TRglobal 100 etf | $13,550 | -3.7% | 185 | 0.0% | 0.01% | 0.0% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $13,843 | +18.8% | 622 | +52.1% | 0.01% | +20.0% |
| Sell | WARNER BROS DISCOVERY INC | $13,282 | -25.8% | 1,223 | -14.4% | 0.01% | -25.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcall | $13,988 | +3.0% | 200 | 0.0% | 0.01% | 0.0% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $13,044 | -26.3% | 600 | 0.0% | 0.01% | -25.0% | |
| ICLR | ICON PLC | $13,544 | -1.6% | 55 | 0.0% | 0.01% | 0.0% | |
| KNSA | Buy | KINIKSA PHARMACEUTICALS LTD | $13,549 | +59.3% | 780 | +29.1% | 0.01% | +50.0% |
| HIW | New | HIGHWOODS PPTYS INC | $12,366 | – | 600 | +100.0% | 0.01% | – |
| PSCF | INVESCO EXCH TRADED FD TR IIs&p smlcp finl | $12,658 | -1.1% | 305 | 0.0% | 0.01% | 0.0% | |
| MU | MICRON TECHNOLOGY INCcall | $13,606 | +7.8% | 200 | 0.0% | 0.01% | 0.0% | |
| WLKP | WESTLAKE CHEM PARTNERS LP | $10,875 | +0.3% | 500 | 0.0% | 0.01% | 0.0% | |
| PIO | INVESCO EXCH TRADED FD TR IIglobal water | $10,134 | -5.6% | 300 | 0.0% | 0.01% | 0.0% | |
| TWLO | TWILIO INCcall | $11,706 | -8.0% | 200 | 0.0% | 0.01% | -16.7% | |
| MFC | MANULIFE FINL CORP | $11,645 | -3.3% | 637 | 0.0% | 0.01% | 0.0% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $11,370 | -4.1% | 170 | 0.0% | 0.01% | 0.0% | |
| NEM | NEWMONT CORP | $9,977 | -13.4% | 270 | 0.0% | 0.01% | 0.0% | |
| UA | UNDER ARMOUR INCcl c | $9,858 | -4.9% | 1,545 | 0.0% | 0.01% | 0.0% | |
| GMF | SPDR INDEX SHS FDSasia pacif etf | $10,308 | -1.9% | 106 | 0.0% | 0.01% | 0.0% | |
| URI | Buy | UNITED RENTALS INC | $11,115 | +66.4% | 25 | +66.7% | 0.01% | +66.7% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $10,616 | +95.1% | 201 | +99.0% | 0.01% | +150.0% |
| MOO | VANECK ETF TRUSTagribusiness etf | $11,805 | -3.7% | 150 | 0.0% | 0.01% | 0.0% | |
| IJS | ISHARES TRsp smcp600vl etf | $9,815 | -6.2% | 110 | 0.0% | 0.01% | 0.0% | |
| AXON | AXON ENTERPRISE INC | $9,950 | +2.0% | 50 | 0.0% | 0.01% | +25.0% | |
| RACE | FERRARI N V | $11,822 | -9.1% | 40 | 0.0% | 0.01% | -16.7% | |
| SHW | SHERWIN WILLIAMS CO | $11,478 | -3.9% | 45 | 0.0% | 0.01% | 0.0% | |
| HST | Buy | HOST HOTELS & RESORTS INC | $11,216 | -1.7% | 698 | +2.9% | 0.01% | 0.0% |
| NXPI | NXP SEMICONDUCTORS N V | $9,996 | -2.3% | 50 | 0.0% | 0.01% | 0.0% | |
| FCX | FREEPORT-MCMORAN INCcall | $11,187 | -6.8% | 300 | 0.0% | 0.01% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $11,118 | -11.9% | 90 | 0.0% | 0.01% | -16.7% | |
| SNOW | SNOWFLAKE INCcl a | $10,389 | -13.2% | 68 | 0.0% | 0.01% | 0.0% | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $10,361 | -51.9% | 80 | 0.0% | 0.01% | -50.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $10,434 | -10.1% | 51 | 0.0% | 0.01% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $9,935 | -25.2% | 367 | 0.0% | 0.01% | -16.7% | |
| IXC | ISHARES TRglobal energ etf | $10,852 | +10.9% | 263 | 0.0% | 0.01% | +25.0% | |
| SLB | SCHLUMBERGER LTDcall | $11,660 | +18.7% | 200 | 0.0% | 0.01% | +25.0% | |
| BYD | BOYD GAMING CORP | $11,619 | -12.3% | 191 | 0.0% | 0.01% | -16.7% | |
| VTRS | Buy | VIATRIS INC | $11,919 | +3.3% | 1,209 | +4.6% | 0.01% | 0.0% |
| DGX | QUEST DIAGNOSTICS INC | $9,993 | -13.3% | 82 | 0.0% | 0.01% | 0.0% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $10,694 | -2.1% | 67 | 0.0% | 0.01% | 0.0% | |
| SIVR | ABRDN SILVER ETF TRUST | $11,693 | -2.7% | 550 | 0.0% | 0.01% | 0.0% | |
| WARNER BROS DISCOVERY INCcall | $11,946 | -13.4% | 1,100 | 0.0% | 0.01% | -16.7% | ||
| MSOS | ADVISORSHARES TRpure us cannabis | $8,010 | +43.3% | 1,009 | 0.0% | 0.00% | +100.0% | |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $9,443 | +23.2% | 38 | +26.7% | 0.00% | +33.3% |
| GM | GENERAL MTRS CO | $8,902 | -14.5% | 270 | 0.0% | 0.00% | -20.0% | |
| PML | PIMCO MUN INCOME FD II | $8,313 | -14.9% | 1,081 | 0.0% | 0.00% | 0.0% | |
| MSCI | MSCI INC | $9,749 | +9.3% | 19 | 0.0% | 0.00% | 0.0% | |
| CYBR | CYBERARK SOFTWARE LTD | $8,189 | +4.8% | 50 | 0.0% | 0.00% | +33.3% | |
| GGN | Buy | GAMCO GLOBAL GOLD NAT RES & | $9,184 | +0.2% | 2,509 | +2.4% | 0.00% | 0.0% |
| DTM | DT MIDSTREAM INC | $8,521 | +6.8% | 161 | 0.0% | 0.00% | 0.0% | |
| PINS | PINTEREST INCcl a | $8,109 | -1.1% | 300 | 0.0% | 0.00% | 0.0% | |
| ENTA | ENANTA PHARMACEUTICALS INC | $7,775 | -47.8% | 696 | 0.0% | 0.00% | -42.9% | |
| IDRV | ISHARES TRself drivng ev | $9,615 | -9.1% | 259 | 0.0% | 0.00% | -20.0% | |
| MRNA | MODERNA INC | $8,367 | -15.0% | 81 | 0.0% | 0.00% | 0.0% | |
| AZO | AUTOZONE INC | $7,620 | +1.9% | 3 | 0.0% | 0.00% | +33.3% | |
| PSEC | PROSPECT CAP CORP | $8,864 | -2.4% | 1,465 | 0.0% | 0.00% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcall | $8,000 | +4.4% | 500 | 0.0% | 0.00% | +33.3% | |
| NVTA | INVITAE CORPcall | $9,060 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| DOCU | Sell | DOCUSIGN INCcall | $8,684 | -57.5% | 200 | -50.0% | 0.00% | -55.6% |
| IRM | IRON MTN INC DEL | $8,502 | +4.6% | 143 | 0.0% | 0.00% | 0.0% | |
| SHYG | ISHARES TR0-5yr hi yl cp | $8,699 | -1.0% | 212 | 0.0% | 0.00% | 0.0% | |
| AA | ALCOA CORP | $8,050 | -14.4% | 277 | 0.0% | 0.00% | 0.0% | |
| BAX | BAXTER INTL INC | $9,209 | -17.2% | 244 | 0.0% | 0.00% | -20.0% | |
| U | UNITY SOFTWARE INCcall | $8,076 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MSOS | ADVISORSHARES TRcall | $7,940 | +43.3% | 1,000 | 0.0% | 0.00% | +100.0% | |
| BLACKSTONE SECD LENDING FD | $8,208 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | ||
| GNW | GENWORTH FINL INC | $7,706 | +17.2% | 1,315 | 0.0% | 0.00% | +33.3% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $8,369 | +14.0% | 50 | 0.0% | 0.00% | +33.3% | |
| EMLC | VANECK ETF TRUSTjp mrgan em loc | $7,854 | -6.6% | 329 | 0.0% | 0.00% | 0.0% | |
| BCE | BCE INC | $7,640 | -16.2% | 200 | 0.0% | 0.00% | 0.0% | |
| EFT | EATON VANCE FLTING RATE INC | $7,030 | +5.4% | 571 | 0.0% | 0.00% | 0.0% | |
| VIAC | Sell | PARAMOUNT GLOBAL | $6,334 | -82.6% | 491 | -78.5% | 0.00% | -81.2% |
| TRVG | TRIVAGO N V | $7,350 | -20.5% | 7,000 | 0.0% | 0.00% | -25.0% | |
| DDOG | DATADOG INC | $6,832 | -7.4% | 75 | 0.0% | 0.00% | 0.0% | |
| AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $6,070 | -5.6% | 200 | 0.0% | 0.00% | 0.0% | |
| EVR | EVERCORE INCclass a | $6,757 | +11.6% | 49 | 0.0% | 0.00% | 0.0% | |
| GIB | CGI INCcl a sub vtg | $5,811 | -6.6% | 59 | 0.0% | 0.00% | 0.0% | |
| FITB | FIFTH THIRD BANCORP | $5,497 | -3.4% | 217 | 0.0% | 0.00% | 0.0% | |
| VSGX | VANGUARD WORLD FDesg intl stk etf | $6,255 | -5.0% | 124 | 0.0% | 0.00% | 0.0% | |
| OMC | OMNICOM GROUP INC | $6,704 | -21.7% | 90 | 0.0% | 0.00% | -25.0% | |
| VNOM | VIPER ENERGY PARTNERS LP | $6,970 | +3.9% | 250 | 0.0% | 0.00% | 0.0% | |
| SBUX | STARBUCKS CORP | $5,568 | -7.9% | 61 | 0.0% | 0.00% | 0.0% | |
| NUSC | NUSHARES ETF TRnuveen esg smlcp | $7,243 | -5.9% | 208 | 0.0% | 0.00% | 0.0% | |
| IWD | ISHARES TRrus 1000 val etf | $5,466 | -3.8% | 36 | 0.0% | 0.00% | 0.0% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $6,821 | -19.4% | 232 | 0.0% | 0.00% | -25.0% | |
| CNC | CENTENE CORP DEL | $6,957 | +2.1% | 101 | 0.0% | 0.00% | 0.0% | |
| HUBS | HUBSPOT INC | $7,388 | -7.4% | 15 | 0.0% | 0.00% | -25.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $5,997 | -9.6% | 176 | 0.0% | 0.00% | 0.0% | |
| JBLU | JETBLUE AWYS CORP | $6,900 | -48.1% | 1,500 | 0.0% | 0.00% | -50.0% | |
| SEEL | Buy | SEELOS THERAPEUTICS INC | $5,704 | -77.3% | 31,000 | +47.6% | 0.00% | -72.7% |
| TDC | TERADATA CORP DEL | $5,853 | -15.7% | 130 | 0.0% | 0.00% | 0.0% | |
| ARKF | ARK ETF TRfintech innova | $5,518 | -7.4% | 285 | 0.0% | 0.00% | 0.0% | |
| BLE | BLACKROCK MUNI INCOME TR II | $7,312 | -12.2% | 800 | 0.0% | 0.00% | -25.0% | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $7,319 | -3.1% | 188 | 0.0% | 0.00% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $6,544 | -16.3% | 178 | 0.0% | 0.00% | 0.0% | |
| NUEM | NUSHARES ETF TRnuveen esg emrgn | $6,949 | -4.0% | 265 | 0.0% | 0.00% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $7,588 | -1.5% | 107 | 0.0% | 0.00% | 0.0% | |
| ASAN | ASANA INCcall | $7,324 | -16.9% | 400 | 0.0% | 0.00% | -25.0% | |
| IPG | INTERPUBLIC GROUP COS INC | $6,535 | -25.7% | 228 | 0.0% | 0.00% | -25.0% | |
| NULV | NUSHARES ETF TRnuveen esg lrgvl | $6,618 | -3.1% | 197 | 0.0% | 0.00% | 0.0% | |
| WPC | WP CAREY INC | $5,625 | -20.0% | 104 | 0.0% | 0.00% | 0.0% | |
| MTUM | ISHARES TRmsci usa mmentm | $5,868 | -3.2% | 42 | 0.0% | 0.00% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $6,260 | -1.2% | 18 | 0.0% | 0.00% | 0.0% | |
| KSS | KOHLS CORPcall | $6,288 | -9.1% | 300 | 0.0% | 0.00% | 0.0% | |
| VFC | New | V F CORP | $3,534 | – | 200 | +100.0% | 0.00% | – |
| OKTA | OKTA INCcall | $5,414 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| COIN | COINBASE GLOBAL INC | $4,130 | +4.9% | 55 | 0.0% | 0.00% | 0.0% | |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $4,493 | -33.8% | 624 | 0.0% | 0.00% | -33.3% | |
| RIVIAN AUTOMOTIVE INC | $4,856 | +45.7% | 200 | 0.0% | 0.00% | +100.0% | ||
| VIAC | PARAMOUNT GLOBALcall | $3,870 | -18.9% | 300 | 0.0% | 0.00% | 0.0% | |
| DRAFTKINGS INC NEWcall | $3,718 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | ||
| MRVL | MARVELL TECHNOLOGY INC | $5,413 | -9.5% | 100 | 0.0% | 0.00% | -33.3% | |
| RBLX | ROBLOX CORPcl a | $4,344 | -28.1% | 150 | 0.0% | 0.00% | -33.3% | |
| PAVE | GLOBAL X FDSus infr dev etf | $3,646 | -3.3% | 120 | 0.0% | 0.00% | 0.0% | |
| CRL | CHARLES RIV LABS INTL INC | $3,724 | -6.8% | 19 | 0.0% | 0.00% | 0.0% | |
| CVE | New | CENOVUS ENERGY INC | $3,436 | – | 165 | +100.0% | 0.00% | – |
| NCR | NCR CORP NEW | $3,507 | +7.1% | 130 | 0.0% | 0.00% | +100.0% | |
| SCHW | SCHWAB CHARLES CORP | $4,951 | -3.1% | 90 | 0.0% | 0.00% | 0.0% | |
| TT | TRANE TECHNOLOGIES PLC | $4,059 | +6.1% | 20 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC TECHNOLOGY CO | $3,854 | -22.0% | 185 | 0.0% | 0.00% | 0.0% | |
| STWD | STARWOOD PPTY TR INC | $3,600 | -0.2% | 186 | 0.0% | 0.00% | 0.0% | |
| NET | CLOUDFLARE INC | $3,342 | -3.5% | 53 | 0.0% | 0.00% | 0.0% | |
| CBRE | CBRE GROUP INCcl a | $4,580 | -8.5% | 62 | 0.0% | 0.00% | 0.0% | |
| COP | CONOCOPHILLIPS | $4,684 | +15.8% | 39 | 0.0% | 0.00% | 0.0% | |
| BROOKFIELD ASSET MANAGMT LTD | $4,835 | +2.2% | 145 | 0.0% | 0.00% | 0.0% | ||
| ESNT | ESSENT GROUP LTD | $3,358 | +1.1% | 71 | 0.0% | 0.00% | +100.0% | |
| PPLT | ABRDN PLATINUM ETF TRUST | $4,934 | -0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| TXT | TEXTRON INC | $3,751 | +15.5% | 48 | 0.0% | 0.00% | +100.0% | |
| KR | KROGER CO | $4,475 | -4.8% | 100 | 0.0% | 0.00% | 0.0% | |
| XPEV | Buy | XPENG INCads | $4,040 | +201.0% | 220 | +120.0% | 0.00% | +100.0% |
| TWLO | TWILIO INCcl a | $3,395 | -8.0% | 58 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE INC | $3,853 | -4.0% | 19 | 0.0% | 0.00% | 0.0% | |
| BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $4,240 | -0.3% | 202 | 0.0% | 0.00% | 0.0% | |
| RY | ROYAL BK CDA | $4,722 | -8.5% | 54 | 0.0% | 0.00% | 0.0% | |
| DXJ | WISDOMTREE TRjapn hedge eqt | $5,384 | +6.0% | 61 | 0.0% | 0.00% | 0.0% | |
| EVGO | EVGO INC | $5,070 | -15.5% | 1,500 | 0.0% | 0.00% | -33.3% | |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $5,036 | -14.0% | 100 | 0.0% | 0.00% | -33.3% | |
| OGN | ORGANON & CO | $4,688 | -16.6% | 270 | 0.0% | 0.00% | -33.3% | |
| NOK | NOKIA CORPcall | $3,740 | -10.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP | $5,023 | -5.5% | 36 | 0.0% | 0.00% | 0.0% | |
| AG | FIRST MAJESTIC SILVER CORP | $5,130 | -9.2% | 1,000 | 0.0% | 0.00% | -33.3% | |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $3,262 | -4.9% | 43 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $3,819 | -10.1% | 1,021 | 0.0% | 0.00% | 0.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC | $3,526 | -8.7% | 192 | 0.0% | 0.00% | 0.0% | |
| AVB | AVALONBAY CMNTYS INC | $3,435 | -9.3% | 20 | 0.0% | 0.00% | 0.0% | |
| CC | CHEMOURS CO | $1,683 | -24.0% | 60 | 0.0% | 0.00% | 0.0% | |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $2,575 | -13.3% | 49 | 0.0% | 0.00% | 0.0% | |
| FCT | FIRST TR SR FLTG RATE INCOME | $2,890 | +1.0% | 289 | 0.0% | 0.00% | 0.0% | |
| KYNDRYL HLDGS INC | $1,495 | +13.7% | 99 | 0.0% | 0.00% | 0.0% | ||
| KFY | KORN FERRY | $1,424 | -4.2% | 30 | 0.0% | 0.00% | 0.0% | |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $3,026 | -9.3% | 133 | 0.0% | 0.00% | 0.0% | |
| YOU | CLEAR SECURE INC | $2,285 | -17.8% | 120 | 0.0% | 0.00% | 0.0% | |
| EMLP | FIRST TR EXCHANGE-TRADED FDno amer energy | $1,956 | -2.1% | 74 | 0.0% | 0.00% | 0.0% | |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $1,230 | -5.9% | 10 | 0.0% | 0.00% | 0.0% | |
| CIM | CHIMERA INVT CORP | $2,294 | -5.4% | 420 | 0.0% | 0.00% | 0.0% | |
| JCOM | ZIFF DAVIS INC | $1,848 | -9.1% | 29 | 0.0% | 0.00% | 0.0% | |
| JLL | JONES LANG LASALLE INC | $2,401 | -9.4% | 17 | 0.0% | 0.00% | 0.0% | |
| XBI | SPDR SER TRs&p biotech | $2,264 | -12.2% | 31 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $2,639 | +19.7% | 6 | 0.0% | 0.00% | 0.0% | |
| FTNT | FORTINET INC | $1,233 | -22.4% | 21 | 0.0% | 0.00% | 0.0% | |
| SJM | SMUCKER J M CO | $1,721 | -16.8% | 14 | 0.0% | 0.00% | 0.0% | |
| LUCID GROUP INC | $1,677 | -18.9% | 300 | 0.0% | 0.00% | 0.0% | ||
| SCCO | Sell | SOUTHERN COPPER CORP | $1,130 | -49.2% | 15 | -51.6% | 0.00% | 0.0% |
| SQ | BLOCK INCcl a | $1,151 | -33.5% | 26 | 0.0% | 0.00% | 0.0% | |
| SSKN | STRATA SKIN SCIENCES INC | $1,785 | -37.4% | 3,000 | 0.0% | 0.00% | 0.0% | |
| DAL | Sell | DELTA AIR LINES INC DEL | $3,219 | -60.6% | 87 | -49.4% | 0.00% | -75.0% |
| DEO | DIAGEO PLCspon adr new | $1,791 | -14.0% | 12 | 0.0% | 0.00% | 0.0% | |
| FANG | DIAMONDBACK ENERGY INC | $2,521 | +18.5% | 16 | 0.0% | 0.00% | 0.0% | |
| PYPL | PAYPAL HLDGS INC | $2,339 | -12.4% | 40 | 0.0% | 0.00% | 0.0% | |
| PANW | PALO ALTO NETWORKS INC | $2,345 | -8.3% | 10 | 0.0% | 0.00% | 0.0% | |
| BNTX | BIONTECH SEsponsored ads | $1,087 | +0.6% | 10 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INCcl a | $2,273 | -1.0% | 45 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $1,978 | +6.5% | 43 | 0.0% | 0.00% | 0.0% | |
| GOLD | BARRICK GOLD CORP | $2,198 | -14.0% | 151 | 0.0% | 0.00% | 0.0% | |
| AUTL | AUTOLUS THERAPEUTICS PLCspon ads | $1,184 | -2.1% | 508 | 0.0% | 0.00% | 0.0% | |
| ATLASSIAN CORPORATIONcl a | $3,023 | +20.1% | 15 | 0.0% | 0.00% | 0.0% | ||
| AZN | ASTRAZENECA PLCsponsored adr | $1,558 | -5.4% | 23 | 0.0% | 0.00% | 0.0% | |
| ASAN | ASANA INCcl a | $1,374 | -16.9% | 75 | 0.0% | 0.00% | 0.0% | |
| VPU | VANGUARD WORLD FDSutilities etf | $2,551 | -10.3% | 20 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $1,358 | -0.2% | 18 | 0.0% | 0.00% | 0.0% | |
| ITW | ILLINOIS TOOL WKS INC | $1,152 | -7.9% | 5 | 0.0% | 0.00% | 0.0% | |
| LIT | GLOBAL X FDSlithium btry etf | $2,759 | -15.1% | 50 | 0.0% | 0.00% | 0.0% | |
| GFI | GOLD FIELDS LTDsponsored adr | $2,172 | -21.5% | 200 | 0.0% | 0.00% | 0.0% | |
| AWAY | ETF MANAGERS TRetfmg travel tec | $2,072 | -1.1% | 123 | 0.0% | 0.00% | 0.0% | |
| WSFS | WSFS FINL CORP | $1,606 | -3.3% | 44 | 0.0% | 0.00% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $1,450 | -8.7% | 18 | 0.0% | 0.00% | 0.0% | |
| HSY | HERSHEY CO | $2,201 | -19.9% | 11 | 0.0% | 0.00% | 0.0% | |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $1,259 | -72.7% | 18 | -73.5% | 0.00% | -50.0% |
| ELAN | ELANCO ANIMAL HEALTH INC | $1,923 | +11.7% | 171 | 0.0% | 0.00% | 0.0% | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $2,719 | +4.4% | 21 | 0.0% | 0.00% | 0.0% | |
| MNST | MONSTER BEVERAGE CORP NEW | $2,436 | -7.8% | 46 | 0.0% | 0.00% | 0.0% | |
| NIO | Buy | NIO INCspon ads | $2,260 | +16.6% | 250 | +25.0% | 0.00% | 0.0% |
| ARKG | ARK ETF TRgenomic rev etf | $2,786 | -18.3% | 100 | 0.0% | 0.00% | -50.0% | |
| RIG | TRANSOCEAN LTD | $2,069 | +17.1% | 252 | 0.0% | 0.00% | 0.0% | |
| New | HIVE DIGITAL TECHNOLOGIES LT | $1,232 | – | 400 | +100.0% | 0.00% | – | |
| FROG | JFROG LTD | $2,536 | -8.4% | 100 | 0.0% | 0.00% | 0.0% | |
| LNC | LINCOLN NATL CORP IND | $1,260 | -4.1% | 51 | 0.0% | 0.00% | 0.0% | |
| RGLD | ROYAL GOLD INC | $3,190 | -7.4% | 30 | 0.0% | 0.00% | -50.0% | |
| LMND | LEMONADE INC | $1,441 | -31.1% | 124 | 0.0% | 0.00% | 0.0% | |
| LMND | LEMONADE INCcall | $1,162 | -31.0% | 100 | 0.0% | 0.00% | 0.0% | |
| KURA | KURA ONCOLOGY INC | $183 | -13.7% | 20 | 0.0% | 0.00% | – | |
| UCO | New | PROSHARES TR IIulta blmbg 2017 | $706 | – | 20 | +100.0% | 0.00% | – |
| MAPS | WM TECHNOLOGY INC | $66 | +57.1% | 50 | 0.0% | 0.00% | – | |
| WAB | Buy | WABTEC | $851 | +10.8% | 8 | +14.3% | 0.00% | – |
| HGEN | Exit | HUMANIGEN INC | $0 | – | -30 | -100.0% | 0.00% | – |
| GTO | INVESCO ACTIVELY MANAGED ETFtotal return | $982 | -4.0% | 22 | 0.0% | 0.00% | – | |
| IIPR | Exit | INNOVATIVE INDL PPTYS INC | $0 | – | -12 | -100.0% | 0.00% | – |
| IR | INGERSOLL RAND INC | $1,084 | -2.5% | 17 | 0.0% | 0.00% | – | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $730 | +22.1% | 200 | 0.0% | 0.00% | – | |
| EXPE | EXPEDIA GROUP INC | $619 | -5.8% | 6 | 0.0% | 0.00% | – | |
| VRCA | VERRICA PHARMACEUTICALS INC | $82 | -32.8% | 21 | 0.0% | 0.00% | – | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $466 | -17.5% | 9 | 0.0% | 0.00% | – | |
| VGR | VECTOR GROUP LTD | $479 | -17.0% | 45 | 0.0% | 0.00% | – | |
| GINKGO BIOWORKS HOLDINGS INC | $218 | -2.7% | 120 | 0.0% | 0.00% | – | ||
| APPN | APPIAN CORPcl a | $457 | -4.0% | 10 | 0.0% | 0.00% | – | |
| VRDN | VIRIDIAN THERAPEUTICS INC | $614 | -35.5% | 40 | 0.0% | 0.00% | – | |
| ARCIMOTO INC | $9 | -40.0% | 10 | 0.0% | 0.00% | – | ||
| INTU | INTUIT | $511 | +11.3% | 1 | 0.0% | 0.00% | – | |
| CINF | Exit | CINCINNATI FINL CORP | $0 | – | -1 | -100.0% | 0.00% | – |
| NTRS | NORTHERN TR CORP | $556 | -6.4% | 8 | 0.0% | 0.00% | – | |
| WTI | W & T OFFSHORE INC | $219 | +12.9% | 50 | 0.0% | 0.00% | – | |
| GILD | GILEAD SCIENCES INC | $375 | -2.8% | 5 | 0.0% | 0.00% | – | |
| WM | WASTE MGMT INC DEL | $1,068 | -12.0% | 7 | 0.0% | 0.00% | -100.0% | |
| MP | New | MP MATERIALS CORP | $382 | – | 20 | +100.0% | 0.00% | – |
| BK | BANK NEW YORK MELLON CORP | $542 | -3.2% | 13 | 0.0% | 0.00% | – | |
| UPST | UPSTART HLDGS INC | $514 | -20.3% | 18 | 0.0% | 0.00% | – | |
| DLTR | DOLLAR TREE INC | $852 | -25.8% | 8 | 0.0% | 0.00% | -100.0% | |
| RAD | RITE AID CORP | $81 | -70.2% | 180 | 0.0% | 0.00% | – | |
| UNITY BIOTECHNOLOGY INC | $240 | -5.9% | 100 | 0.0% | 0.00% | – | ||
| ICLN | Sell | ISHARES TRgl clean ene etf | $74 | -99.2% | 5 | -99.1% | 0.00% | -100.0% |
| BBY | Buy | BEST BUY INC | $1 | 0.0% | 0 | +100.0% | 0.00% | – |
| UAA | UNDER ARMOUR INCcl a | $685 | -5.1% | 100 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $17 | -51.4% | 40 | 0.0% | 0.00% | – | |
| AMC | Exit | AMC ENTMT HLDGS INC | $0 | – | -10 | -100.0% | 0.00% | – |
| NEW YORK MTG TR INC | $46 | -11.5% | 5 | 0.0% | 0.00% | – | ||
| TRUP | TRUPANION INC | $649 | +43.3% | 23 | 0.0% | 0.00% | – | |
| ITB | ISHARES TRcall | $300 | 0.0% | 300 | 0.0% | 0.00% | – | |
| ADAP | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $410 | -15.6% | 525 | 0.0% | 0.00% | – | |
| INDA | New | ISHARES TRmsci india etf | $664 | – | 15 | +100.0% | 0.00% | – |
| ZIMVIE INC | $189 | -16.0% | 20 | 0.0% | 0.00% | – | ||
| HRB | BLOCK H & R INC | $449 | +36.5% | 10 | 0.0% | 0.00% | – | |
| LAZR | LUMINAR TECHNOLOGIES INC | $910 | -33.9% | 200 | 0.0% | 0.00% | -100.0% | |
| NRZ | RITHM CAPITAL CORP | $929 | -0.6% | 100 | 0.0% | 0.00% | – | |
| CORBUS PHARMACEUTICALS HLDGS | $674 | -14.0% | 100 | 0.0% | 0.00% | – | ||
| BHF | BRIGHTHOUSE FINL INC | $98 | +3.2% | 2 | 0.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC | $372 | -26.6% | 20 | 0.0% | 0.00% | – | |
| EHC | ENCOMPASS HEALTH CORP | $941 | -0.7% | 14 | 0.0% | 0.00% | – | |
| CONTRAFECT CORP | $1 | -50.0% | 1 | 0.0% | 0.00% | – | ||
| FREQ | FREQUENCY THERAPEUTICS INC | $96 | +7.9% | 257 | 0.0% | 0.00% | – | |
| MLHR | MILLERKNOLL INC | $856 | +65.3% | 35 | 0.0% | 0.00% | – | |
| FSLR | Sell | FIRST SOLAR INC | $485 | -49.0% | 3 | -40.0% | 0.00% | – |
| HYLB | DBX ETF TRxtrack usd high | $611 | -1.6% | 18 | 0.0% | 0.00% | – | |
| IDEV | ISHARES TRcore msci intl | $991 | -4.7% | 17 | 0.0% | 0.00% | – | |
| Exit | ETERNA THERAPEUTICS INC | $0 | – | -75 | -100.0% | 0.00% | – | |
| FSR | FISKER INC | $97 | +14.1% | 15 | 0.0% | 0.00% | – | |
| SDC | SMILEDIRECTCLUB INC | $841 | -21.7% | 2,026 | 0.0% | 0.00% | – | |
| AMTD IDEA GROUPsponsored ads | $7 | -12.5% | 5 | 0.0% | 0.00% | – | ||
| TCS | CONTAINER STORE GROUP INC | $450 | -28.3% | 200 | 0.0% | 0.00% | – | |
| CCEP | Exit | COCA-COLA EUROPACIFIC PARTNE | $0 | – | -2 | -100.0% | 0.00% | – |
| SBSW | SIBANYE STILLWATER LTDsponsored adr | $328 | -0.9% | 53 | 0.0% | 0.00% | – | |
| CONSENSUS CLOUD SOLUTIONS IN | $227 | -18.6% | 9 | 0.0% | 0.00% | – | ||
| POOL | POOL CORP | $713 | -4.9% | 2 | 0.0% | 0.00% | – | |
| GUNR | FLEXSHARES TRmornstar upstr | $41 | 0.0% | 1 | 0.0% | 0.00% | – | |
| MUSTANG BIO INC | $69 | -66.3% | 33 | 0.0% | 0.00% | – | ||
| CGC | CANOPY GROWTH CORP | $98 | +100.0% | 125 | 0.0% | 0.00% | – | |
| UDOW | New | PROSHARES TRultrpro dow30 | $108 | – | 2 | +100.0% | 0.00% | – |
| SEE | SEALED AIR CORP NEW | $658 | -17.8% | 20 | 0.0% | 0.00% | – | |
| SE | SEA LTDsponsord ads | $1,011 | -24.3% | 23 | 0.0% | 0.00% | -100.0% | |
| AAL | AMERICAN AIRLS GROUP INC | $833 | -28.6% | 65 | 0.0% | 0.00% | -100.0% | |
| TYL | Exit | TYLER TECHNOLOGIES INC | $0 | – | -3 | -100.0% | -0.00% | – |
| BLNK | Exit | BLINK CHARGING CO | $0 | – | -470 | -100.0% | -0.00% | – |
| AEO | Exit | AMERICAN EAGLE OUTFITTERS IN | $0 | – | -131 | -100.0% | -0.00% | – |
| Exit | HIVE BLOCKCHAIN TECHNLGIES L | $0 | – | -400 | -100.0% | -0.00% | – | |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -25 | -100.0% | -0.00% | – |
| CHPT | Exit | CHARGEPOINT HOLDINGS INC | $0 | – | -442 | -100.0% | -0.00% | – |
| FNB | Exit | F N B CORP | $0 | – | -509 | -100.0% | -0.00% | – |
| PFG | Exit | PRINCIPAL FINANCIAL GROUP IN | $0 | – | -87 | -100.0% | -0.00% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -73 | -100.0% | -0.00% | – |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $0 | – | -1,550 | -100.0% | -0.01% | – |
| FTSL | Exit | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $0 | – | -327 | -100.0% | -0.01% | – |
| CGNX | Exit | COGNEX CORP | $0 | – | -504 | -100.0% | -0.01% | – |
| ODFL | Exit | OLD DOMINION FREIGHT LINE IN | $0 | – | -202 | -100.0% | -0.03% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -2,160 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-30
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.