$253 Million is the total value of Carmichael Hill & Associates, Inc.'s 763 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 12.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $16,253,974 | -12.0% | 94,786 | -1.2% | 6.43% | -16.0% |
| MSFT | Sell | MICROSOFT CORP | $13,114,380 | +11.0% | 31,171 | -0.8% | 5.19% | +6.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $10,072,097 | +10.9% | 164,981 | +1.1% | 3.98% | +5.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $8,330,081 | +16.3% | 19,809 | -1.3% | 3.30% | +11.1% |
| VGT | Sell | VANGUARD WORLD FDinf tech etf | $7,038,527 | +8.0% | 13,424 | -0.3% | 2.78% | +3.1% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $6,575,936 | +12.5% | 105,961 | +2.2% | 2.60% | +7.4% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $5,531,207 | +12.9% | 32,658 | +5.2% | 2.19% | +7.8% |
| SDY | Sell | SPDR SER TRs&p divid etf | $5,528,304 | +4.5% | 42,124 | -0.5% | 2.19% | -0.2% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $4,200,893 | +12.8% | 18,377 | +5.3% | 1.66% | +7.8% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $4,078,129 | +5.1% | 27,020 | -2.7% | 1.61% | +0.4% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $3,996,919 | +7.3% | 102,433 | +1.7% | 1.58% | +2.5% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $3,959,889 | -3.2% | 78,259 | -2.3% | 1.57% | -7.6% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $3,710,411 | +6.8% | 30,667 | -1.5% | 1.47% | +1.9% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $3,541,434 | +7.7% | 20,206 | +1.0% | 1.40% | +2.9% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $3,441,591 | +7.8% | 42,264 | -0.3% | 1.36% | +3.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,392,240 | -0.7% | 21,444 | -1.7% | 1.34% | -5.2% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $3,199,647 | +4.0% | 64,981 | -0.3% | 1.27% | -0.7% |
| VHT | Buy | VANGUARD WORLD FDhealth car etf | $3,181,674 | +8.6% | 11,761 | +0.7% | 1.26% | +3.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,159,166 | +12.3% | 12,644 | +4.6% | 1.25% | +7.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,947,243 | +9.7% | 5,606 | -0.3% | 1.17% | +4.9% |
| AMZN | Sell | AMAZON COM INC | $2,939,112 | +10.1% | 16,294 | -7.3% | 1.16% | +5.1% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $2,858,999 | +11.5% | 32,987 | +0.4% | 1.13% | +6.5% |
| MCD | Buy | MCDONALDS CORP | $2,818,655 | -2.7% | 9,997 | +2.4% | 1.12% | -7.0% |
| VOO | Buy | VANGUARD INDEX FDS | $2,817,605 | +27.3% | 5,861 | +15.6% | 1.11% | +21.5% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,805,196 | +7.1% | 15,362 | -0.1% | 1.11% | +2.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,424,608 | +9.8% | 14,944 | -0.8% | 0.96% | +4.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $2,369,992 | +11.9% | 4,921 | -0.9% | 0.94% | +6.8% |
| LLY | Buy | ELI LILLY & CO | $2,343,440 | +35.0% | 3,012 | +1.2% | 0.93% | +28.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,304,831 | +8.6% | 8,868 | -0.8% | 0.91% | +3.8% |
| NVDA | Sell | NVIDIA CORPORATION | $2,278,707 | +75.2% | 2,522 | -4.0% | 0.90% | +67.2% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,964,303 | +10.5% | 2,681 | -0.4% | 0.78% | +5.6% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,837,996 | +9.0% | 19,823 | -2.5% | 0.73% | +4.2% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,690,035 | +10.6% | 28,816 | +5.8% | 0.67% | +5.5% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $1,634,119 | -0.3% | 20,267 | -5.9% | 0.65% | -4.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,539,006 | +9.0% | 3,466 | +0.6% | 0.61% | +4.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,526,004 | +10.7% | 9,370 | +1.6% | 0.60% | +5.8% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,478,633 | +2.9% | 58,560 | +1.0% | 0.58% | -1.7% |
| ADSK | Sell | AUTODESK INC | $1,454,446 | -3.2% | 5,585 | -9.5% | 0.58% | -7.6% |
| FB | META PLATFORMS INCcl a | $1,448,088 | +37.2% | 2,982 | 0.0% | 0.57% | +31.1% | |
| AMZN | Sell | AMAZON COM INCcall | $1,425,002 | -19.8% | 7,900 | -32.5% | 0.56% | -23.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,409,768 | +9.8% | 33,598 | -1.4% | 0.56% | +4.9% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,329,561 | +1.9% | 26,501 | -2.7% | 0.53% | -2.6% |
| PEP | Sell | PEPSICO INC | $1,330,551 | +2.3% | 7,603 | -0.8% | 0.53% | -2.4% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $1,307,153 | +13.8% | 7,155 | +5.0% | 0.52% | +8.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,302,303 | +13.2% | 6,502 | -3.8% | 0.52% | +8.2% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $1,298,473 | +13.5% | 14,230 | -1.5% | 0.51% | +8.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,260,561 | +3.5% | 8,279 | -4.2% | 0.50% | -1.0% |
| HD | Sell | HOME DEPOT INC | $1,258,536 | +8.0% | 3,281 | -2.4% | 0.50% | +3.1% |
| CSCO | Sell | CISCO SYS INC | $1,242,826 | -1.3% | 24,901 | -0.1% | 0.49% | -5.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,227,252 | +7.8% | 20,205 | +391.8% | 0.48% | +2.8% |
| ABBV | Buy | ABBVIE INC | $1,215,761 | +17.7% | 6,676 | +0.2% | 0.48% | +12.4% |
| MAR | MARRIOTT INTL INC NEWcl a | $1,174,549 | +11.9% | 4,655 | 0.0% | 0.46% | +6.9% | |
| WMT | Buy | WALMART INC | $1,169,296 | +15.0% | 19,433 | +201.4% | 0.46% | +9.7% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,166,364 | +0.1% | 10,553 | -1.9% | 0.46% | -4.4% |
| LDP | Buy | COHEN & STEERS LTD DURATION | $1,090,802 | +18.9% | 54,323 | +9.1% | 0.43% | +13.4% |
| TSLA | Sell | TESLA INC | $1,060,366 | -29.9% | 6,032 | -0.9% | 0.42% | -33.1% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,028,860 | +8.2% | 10,898 | -3.9% | 0.41% | +3.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,029,018 | +1.0% | 24,635 | -0.7% | 0.41% | -3.6% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $929,184 | +10.0% | 3,875 | +0.1% | 0.37% | +5.1% |
| BA | Buy | BOEING CO | $917,901 | -25.2% | 4,756 | +1.1% | 0.36% | -28.5% |
| XOM | Buy | EXXON MOBIL CORP | $905,855 | +16.7% | 7,793 | +0.4% | 0.36% | +11.2% |
| VUG | VANGUARD INDEX FDSgrowth etf | $895,745 | +10.7% | 2,602 | 0.0% | 0.35% | +5.7% | |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $822,217 | +3.6% | 10,905 | +5.0% | 0.32% | -1.2% |
| RTX | Buy | RTX CORPORATION | $802,375 | +16.0% | 8,227 | +0.0% | 0.32% | +10.5% |
| MRK | Sell | MERCK & CO INC | $798,111 | +20.1% | 6,049 | -0.8% | 0.32% | +14.9% |
| LMT | LOCKHEED MARTIN CORP | $784,311 | +0.4% | 1,724 | 0.0% | 0.31% | -4.3% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $778,505 | +16.7% | 4,077 | -0.0% | 0.31% | +11.6% |
| MO | Buy | ALTRIA GROUP INC | $746,315 | +9.3% | 17,109 | +1.0% | 0.30% | +4.2% |
| PFF | Buy | ISHARES TRpfd and incm sec | $739,819 | +9.6% | 22,954 | +6.1% | 0.29% | +4.6% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $736,688 | +3.0% | 4,725 | -4.2% | 0.29% | -1.7% |
| VTHR | Sell | VANGUARD SCOTTSDALE FDSvng rus3000idx | $727,768 | +1.7% | 3,124 | -7.1% | 0.29% | -2.7% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $724,572 | +8.3% | 3,479 | +0.1% | 0.29% | +3.6% |
| CAT | Buy | CATERPILLAR INC | $710,618 | +24.0% | 1,939 | +0.1% | 0.28% | +18.6% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $706,433 | +26.9% | 7,466 | +32.6% | 0.28% | +20.8% |
| SGOL | Buy | ABRDN GOLD ETF TRUST | $674,307 | +8.0% | 31,747 | +0.3% | 0.27% | +3.1% |
| AMAT | Buy | APPLIED MATLS INC | $651,894 | +28.1% | 3,161 | +0.6% | 0.26% | +22.3% |
| QCOM | Buy | QUALCOMM INC | $646,095 | +17.5% | 3,816 | +0.3% | 0.26% | +12.3% |
| SO | Buy | SOUTHERN CO | $642,313 | +2.3% | 8,953 | +0.0% | 0.25% | -2.3% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $588,326 | +71.7% | 5,401 | +74.4% | 0.23% | +64.1% |
| CVX | Sell | CHEVRON CORP NEW | $585,089 | -10.2% | 3,709 | -15.1% | 0.23% | -14.4% |
| CMG | CHIPOTLE MEXICAN GRILL INCcall | $581,354 | +27.1% | 200 | 0.0% | 0.23% | +21.7% | |
| KO | Sell | COCA COLA CO | $567,115 | +3.0% | 9,270 | -0.8% | 0.22% | -1.8% |
| VFH | Sell | VANGUARD WORLD FDfinancials etf | $556,033 | +10.2% | 5,431 | -0.7% | 0.22% | +5.3% |
| PFE | Buy | PFIZER INC | $544,281 | +10.5% | 19,614 | +14.6% | 0.22% | +5.4% |
| RYF | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $532,293 | +3.9% | 8,286 | -5.3% | 0.21% | -0.5% |
| INTC | Buy | INTEL CORP | $528,215 | -11.7% | 11,959 | +0.5% | 0.21% | -15.7% |
| HON | Sell | HONEYWELL INTL INC | $521,130 | -4.0% | 2,539 | -1.9% | 0.21% | -8.4% |
| NICE | NICE LTDsponsored adr | $514,986 | +30.6% | 1,976 | 0.0% | 0.20% | +25.2% | |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $515,132 | +8.8% | 6,550 | +0.4% | 0.20% | +4.1% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $514,345 | +21.4% | 12,211 | +8.4% | 0.20% | +16.0% |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $507,728 | +6.2% | 24,962 | 0.0% | 0.20% | +1.5% | |
| V | Sell | VISA INC | $501,583 | +4.4% | 1,797 | -2.6% | 0.20% | -0.5% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $498,730 | +14.1% | 6,505 | +14.6% | 0.20% | +8.8% |
| ADSK | New | AUTODESK INCput | $494,798 | – | 1,900 | +100.0% | 0.20% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $487,289 | -0.2% | 5,039 | +0.2% | 0.19% | -4.5% |
| CAT | CATERPILLAR INCcall | $476,359 | +23.9% | 1,300 | 0.0% | 0.19% | +18.2% | |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $471,094 | -2.3% | 8,046 | -1.0% | 0.19% | -7.0% |
| ABT | Buy | ABBOTT LABS | $461,001 | +3.3% | 4,056 | +0.0% | 0.18% | -1.6% |
| Buy | WORLD GOLD TRspdr gld minis | $456,535 | +11.8% | 10,364 | +3.8% | 0.18% | +7.1% | |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $442,203 | +4.4% | 5,069 | +0.1% | 0.18% | 0.0% |
| YUM | Sell | YUM BRANDS INC | $426,765 | -3.3% | 3,078 | -8.9% | 0.17% | -7.7% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $427,661 | -5.8% | 4,945 | -3.8% | 0.17% | -10.1% |
| DIS | Sell | DISNEY WALT CO | $422,505 | +23.0% | 3,453 | -9.2% | 0.17% | +17.6% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $419,714 | +8.8% | 1,005 | +0.5% | 0.17% | +3.8% |
| LHX | L3HARRIS TECHNOLOGIES INC | $417,250 | +1.2% | 1,958 | 0.0% | 0.16% | -3.5% | |
| PM | Buy | PHILIP MORRIS INTL INC | $415,246 | -2.3% | 4,532 | +0.3% | 0.16% | -6.8% |
| HYD | Sell | VANECK ETF TRUSThigh yld munietf | $415,102 | -1.7% | 7,943 | -2.8% | 0.16% | -6.3% |
| T | Sell | AT&T INC | $413,224 | +2.6% | 23,479 | -2.2% | 0.16% | -2.4% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $409,348 | +7.8% | 1,570 | 0.0% | 0.16% | +3.2% | |
| GOOGL | Sell | ALPHABET INCcall | $407,511 | -71.4% | 2,700 | -73.5% | 0.16% | -72.7% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $380,775 | +6.7% | 1,984 | 0.0% | 0.15% | +2.0% | |
| TTD | THE TRADE DESK INC | $380,277 | +21.5% | 4,350 | 0.0% | 0.15% | +15.4% | |
| BKN | Buy | BLACKROCK INVT QUALITY MUN T | $369,558 | +7.5% | 29,779 | +2.7% | 0.15% | +2.8% |
| VOX | Buy | VANGUARD WORLD FD | $367,548 | +32.6% | 2,801 | +18.9% | 0.14% | +26.1% |
| WELL | WELLTOWER INC | $362,897 | +3.6% | 3,884 | 0.0% | 0.14% | -0.7% | |
| NVDA | Sell | NVIDIA CORPORATIONcall | $361,424 | +21.6% | 400 | -33.3% | 0.14% | +16.3% |
| VIS | Sell | VANGUARD WORLD FDindustrial etf | $356,951 | +9.8% | 1,462 | -0.9% | 0.14% | +4.4% |
| AVDL | AVADEL PHARMACEUTICALS PLCsponsored adr | $354,690 | +19.6% | 21,000 | 0.0% | 0.14% | +13.8% | |
| MDT | MEDTRONIC PLC | $353,698 | +5.8% | 4,058 | 0.0% | 0.14% | +1.4% | |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $348,040 | +119.6% | 3,432 | +106.1% | 0.14% | +109.1% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $345,906 | +30.4% | 119 | +2.6% | 0.14% | +24.5% |
| HDV | Buy | ISHARES TRcore high dv etf | $343,724 | +8.2% | 3,119 | +0.1% | 0.14% | +3.0% |
| NEE | NEXTERA ENERGY INC | $339,618 | +5.2% | 5,314 | 0.0% | 0.13% | 0.0% | |
| KKR | Buy | KKR & CO INC | $339,002 | +21.6% | 3,370 | +0.1% | 0.13% | +16.5% |
| MCO | MOODYS CORP | $329,753 | +0.6% | 839 | 0.0% | 0.13% | -4.4% | |
| IWF | ISHARES TRrus 1000 grw etf | $324,917 | +11.2% | 964 | 0.0% | 0.13% | +6.6% | |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $325,825 | +7.8% | 9,259 | 0.0% | 0.13% | +3.2% | |
| IXJ | ISHARES TRglob hlthcre etf | $325,747 | +7.4% | 3,497 | 0.0% | 0.13% | +2.4% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $327,219 | -5.3% | 2,202 | +0.2% | 0.13% | -9.8% |
| TPZ | Buy | TORTOISE PWR & ENERGY INFRAS | $322,997 | +17.3% | 20,724 | +5.5% | 0.13% | +12.3% |
| TGT | Sell | TARGET CORP | $323,880 | +24.2% | 1,828 | -0.2% | 0.13% | +18.5% |
| TPL | Buy | TEXAS PACIFIC LAND CORPORATI | $321,074 | +10.4% | 555 | +200.0% | 0.13% | +5.8% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $320,566 | +2.3% | 1,716 | -4.8% | 0.13% | -2.3% |
| MDLZ | MONDELEZ INTL INCcl a | $320,320 | -3.4% | 4,576 | 0.0% | 0.13% | -7.3% | |
| PSX | Buy | PHILLIPS 66 | $311,192 | +23.2% | 1,905 | +0.4% | 0.12% | +17.1% |
| ORCL | Buy | ORACLE CORP | $307,494 | +22.9% | 2,448 | +3.2% | 0.12% | +17.3% |
| XLC | Sell | SELECT SECTOR SPDR TR | $304,266 | +12.1% | 3,726 | -0.3% | 0.12% | +7.1% |
| DVY | Sell | ISHARES TRselect divid etf | $293,785 | +2.5% | 2,385 | -2.5% | 0.12% | -2.5% |
| MSFT | Sell | MICROSOFT CORPcall | $294,504 | -39.8% | 700 | -46.2% | 0.12% | -42.6% |
| COST | Sell | COSTCO WHSL CORP NEWcall | $293,052 | -26.0% | 400 | -33.3% | 0.12% | -29.3% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $291,676 | -14.9% | 2,231 | -18.5% | 0.12% | -19.0% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $286,743 | +2.3% | 1,216 | -4.8% | 0.11% | -2.6% |
| NVS | NOVARTIS AGsponsored adr | $282,936 | -4.2% | 2,925 | 0.0% | 0.11% | -8.2% | |
| CSX | Sell | CSX CORP | $284,031 | -24.9% | 7,662 | -29.7% | 0.11% | -28.7% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $277,494 | +69.3% | 1,233 | +31.6% | 0.11% | +61.8% |
| Sell | GENERAL ELECTRIC CO | $272,081 | +35.1% | 1,550 | -1.8% | 0.11% | +30.1% | |
| New | GRAYSCALE BITCOIN TR BTC | $266,767 | – | 4,223 | +100.0% | 0.11% | – | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $264,551 | +8.3% | 3,133 | -3.7% | 0.10% | +4.0% |
| AVGO | BROADCOM INCcall | $265,082 | +18.7% | 200 | 0.0% | 0.10% | +14.1% | |
| SASR | Buy | SANDY SPRING BANCORP INC | $263,633 | -8.6% | 11,373 | +7.4% | 0.10% | -12.6% |
| NAD | Buy | NUVEEN QUALITY MUNCP INCOME | $251,433 | +38.4% | 21,940 | +38.3% | 0.10% | +32.0% |
| AVGO | Buy | BROADCOM INC | $244,331 | +20.7% | 184 | +1.7% | 0.10% | +15.5% |
| EPD | ENTERPRISE PRODS PARTNERS L | $241,728 | +10.7% | 8,284 | 0.0% | 0.10% | +6.7% | |
| CL | Buy | COLGATE PALMOLIVE CO | $243,064 | +18.0% | 2,699 | +4.5% | 0.10% | +12.9% |
| NFLX | Sell | NETFLIX INCcall | $242,932 | -16.8% | 400 | -33.3% | 0.10% | -20.7% |
| BA | Sell | BOEING COcall | $231,588 | -55.6% | 1,200 | -40.0% | 0.09% | -57.4% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $233,850 | +13.7% | 2,679 | -1.5% | 0.09% | +8.2% |
| NFLX | NETFLIX INC | $228,964 | +24.7% | 377 | 0.0% | 0.09% | +19.7% | |
| DOW | Sell | DOW INC | $226,333 | -4.3% | 3,907 | -9.4% | 0.09% | -8.2% |
| AMGN | Sell | AMGEN INC | $228,594 | -8.6% | 804 | -7.4% | 0.09% | -13.5% |
| TYG | Buy | TORTOISE ENERGY INFRA CORP | $224,079 | +16.9% | 7,249 | +8.8% | 0.09% | +12.7% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $224,772 | -6.1% | 3,867 | -7.2% | 0.09% | -10.1% |
| RTX | Buy | RTX CORPORATIONcall | $224,319 | +21.2% | 2,300 | +4.5% | 0.09% | +15.6% |
| INMU | BLACKROCK ETF TRUST IIintermedia muni | $220,921 | -0.0% | 9,298 | 0.0% | 0.09% | -5.4% | |
| TFC | Buy | TRUIST FINL CORP | $217,427 | +9.3% | 5,578 | +3.5% | 0.09% | +4.9% |
| SPSM | SPDR SER TRportfolio s&p600 | $214,813 | +2.0% | 4,991 | 0.0% | 0.08% | -2.3% | |
| NOC | NORTHROP GRUMMAN CORP | $214,919 | +2.2% | 449 | 0.0% | 0.08% | -2.3% | |
| HYMB | SPDR SER TRnuveen bloomberg | $213,793 | +1.5% | 8,322 | 0.0% | 0.08% | -2.3% | |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $211,356 | +1.2% | 12,203 | -1.5% | 0.08% | -3.4% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $211,971 | +13.1% | 3,445 | +2.7% | 0.08% | +7.7% |
| ED | CONSOLIDATED EDISON INC | $211,769 | -0.2% | 2,332 | 0.0% | 0.08% | -4.5% | |
| LRCX | Sell | LAM RESEARCH CORP | $208,888 | +21.8% | 215 | -1.8% | 0.08% | +16.9% |
| GS | Sell | GOLDMAN SACHS GROUP INCcall | $208,845 | -22.7% | 500 | -28.6% | 0.08% | -25.9% |
| BLW | Buy | BLACKROCK LTD DURATION INCOM | $210,172 | +3.8% | 14,980 | +3.4% | 0.08% | -1.2% |
| VDC | Buy | VANGUARD WORLD FDconsum stp etf | $208,019 | +33.0% | 1,019 | +24.4% | 0.08% | +26.2% |
| CVS | CVS HEALTH CORP | $207,616 | +1.0% | 2,603 | 0.0% | 0.08% | -3.5% | |
| DE | Sell | DEERE & COcall | $205,370 | -42.9% | 500 | -44.4% | 0.08% | -45.6% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $201,001 | +228.4% | 1,223 | +194.0% | 0.08% | +220.0% |
| DE | Buy | DEERE & CO | $203,229 | +2.8% | 495 | +0.2% | 0.08% | -2.4% |
| NUE | NUCOR CORP | $202,848 | +13.7% | 1,025 | 0.0% | 0.08% | +8.1% | |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $199,020 | +7.3% | 1,347 | -1.0% | 0.08% | +2.6% |
| MU | MICRON TECHNOLOGY INC | $200,413 | +38.1% | 1,700 | 0.0% | 0.08% | +31.7% | |
| TXN | Sell | TEXAS INSTRS INC | $199,466 | -7.3% | 1,145 | -9.3% | 0.08% | -11.2% |
| GD | GENERAL DYNAMICS CORP | $197,743 | +8.8% | 700 | 0.0% | 0.08% | +4.0% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $196,722 | +12.4% | 376 | +2.2% | 0.08% | +8.3% |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $193,284 | +6.7% | 6,080 | 0.0% | 0.08% | +1.3% | |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $187,958 | +3.1% | 2,461 | -2.7% | 0.07% | -1.3% |
| Sell | CONSTELLATION ENERGY CORP | $186,284 | +53.2% | 1,008 | -3.1% | 0.07% | +48.0% | |
| QCOM | Sell | QUALCOMM INCcall | $186,230 | +7.3% | 1,100 | -8.3% | 0.07% | +2.8% |
| SLV | ISHARES SILVER TRishares | $184,708 | +4.5% | 8,119 | 0.0% | 0.07% | 0.0% | |
| EFA | ISHARES TRmsci eafe etf | $184,557 | +6.0% | 2,311 | 0.0% | 0.07% | +1.4% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $181,489 | +3.8% | 863 | -0.9% | 0.07% | 0.0% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $180,780 | +10.6% | 1,435 | +0.1% | 0.07% | +5.9% |
| BMY | BRISTOL-MYERS SQUIBB CO | $178,743 | +5.7% | 3,296 | 0.0% | 0.07% | +1.4% | |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $178,996 | +11.0% | 6,168 | +10.1% | 0.07% | +6.0% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $179,354 | +8.0% | 1,807 | -2.7% | 0.07% | +2.9% |
| CB | Sell | CHUBB LIMITED | $175,950 | +12.7% | 679 | -1.7% | 0.07% | +7.7% |
| SCHR | SCHWAB STRATEGIC TRint-trm u.s tres | $170,940 | -1.3% | 3,485 | 0.0% | 0.07% | -5.6% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $172,071 | +7.2% | 689 | 0.0% | 0.07% | +3.0% | |
| IESC | IES HLDGS INC | $170,296 | +53.5% | 1,400 | 0.0% | 0.07% | +45.7% | |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $168,236 | +11.8% | 3,490 | +12.4% | 0.07% | +8.1% |
| MCD | Sell | MCDONALDS CORPcall | $169,170 | -42.9% | 600 | -40.0% | 0.07% | -45.5% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $166,632 | +5.5% | 2,530 | +0.4% | 0.07% | +1.5% |
| SYK | STRYKER CORPORATION | $161,042 | +19.5% | 450 | 0.0% | 0.06% | +14.3% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $161,260 | -4.2% | 1,647 | -2.9% | 0.06% | -8.6% |
| JPM | JPMORGAN CHASE & COcall | $160,240 | +17.8% | 800 | 0.0% | 0.06% | +12.5% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $158,146 | +2.8% | 860 | 0.0% | 0.06% | -1.6% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $159,095 | -9.0% | 3,670 | -7.9% | 0.06% | -12.5% |
| KMI | Buy | KINDER MORGAN INC DEL | $155,385 | +4.8% | 8,472 | +0.8% | 0.06% | 0.0% |
| HD | Sell | HOME DEPOT INCcall | $153,440 | -65.9% | 400 | -69.2% | 0.06% | -67.4% |
| GLD | Buy | SPDR GOLD TR | $152,439 | +59.8% | 741 | +48.5% | 0.06% | +50.0% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $150,639 | -0.6% | 1,842 | -0.3% | 0.06% | -4.8% |
| TY | TRI CONTL CORP | $152,768 | +6.8% | 4,960 | 0.0% | 0.06% | +1.7% | |
| WFC | Buy | WELLS FARGO CO NEW | $146,114 | +18.0% | 2,521 | +0.2% | 0.06% | +13.7% |
| FB | Sell | META PLATFORMS INCcall | $145,674 | -58.8% | 300 | -70.0% | 0.06% | -60.5% |
| SMMD | Sell | ISHARES TRrusel 2500 etf | $143,730 | +3.9% | 2,191 | -2.4% | 0.06% | 0.0% |
| NVO | Sell | NOVO-NORDISK A Sadr | $145,349 | -1.9% | 1,132 | -20.9% | 0.06% | -6.6% |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $144,985 | +7.3% | 884 | 0.0% | 0.06% | +1.8% | |
| PANW | Buy | PALO ALTO NETWORKS INCcall | $142,065 | +20.4% | 500 | +25.0% | 0.06% | +14.3% |
| SOXX | Buy | ISHARES TRishares semicdtr | $136,372 | +17.8% | 604 | +200.5% | 0.05% | +12.5% |
| LMT | LOCKHEED MARTIN CORPcall | $136,461 | +0.4% | 300 | 0.0% | 0.05% | -3.6% | |
| MQY | Sell | BLACKROCK MUNIYILD QULT FD I | $136,661 | -2.1% | 11,156 | -2.6% | 0.05% | -6.9% |
| EMR | EMERSON ELEC CO | $132,929 | +16.5% | 1,172 | 0.0% | 0.05% | +12.8% | |
| DIS | Sell | DISNEY WALT COcall | $134,596 | -12.3% | 1,100 | -35.3% | 0.05% | -17.2% |
| EXC | Sell | EXELON CORP | $131,995 | +1.9% | 3,513 | -2.6% | 0.05% | -3.7% |
| JNJ | JOHNSON & JOHNSONcall | $126,552 | +0.9% | 800 | 0.0% | 0.05% | -3.8% | |
| AES | AES CORP | $126,515 | -6.9% | 7,056 | 0.0% | 0.05% | -10.7% | |
| PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $123,704 | +4.5% | 8,117 | 0.0% | 0.05% | 0.0% | |
| ITA | ISHARES TRus aer def etf | $124,674 | +4.2% | 945 | 0.0% | 0.05% | -2.0% | |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $120,498 | +4.6% | 1,789 | +0.2% | 0.05% | 0.0% |
| OKE | ONEOK INC NEW | $122,420 | +14.2% | 1,527 | 0.0% | 0.05% | +9.1% | |
| YUMC | Sell | YUM CHINA HLDGS INC | $118,495 | -14.8% | 2,978 | -9.2% | 0.05% | -19.0% |
| BHP | BHP GROUP LTDsponsored ads | $119,303 | -15.5% | 2,068 | 0.0% | 0.05% | -20.3% | |
| SPHY | New | SPDR SER TRportfli high yld | $118,309 | – | 5,043 | +100.0% | 0.05% | – |
| RIO | RIO TINTO PLCsponsored adr | $111,992 | -14.4% | 1,757 | 0.0% | 0.04% | -18.5% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $110,068 | -0.9% | 1,367 | +0.1% | 0.04% | -4.3% |
| SNPS | Sell | SYNOPSYS INCcall | $111,566 | -27.8% | 200 | -33.3% | 0.04% | -31.2% |
| FEDERAL RLTY INVT TR NEWsh ben int new | $108,350 | -0.9% | 1,061 | 0.0% | 0.04% | -4.4% | ||
| C | Buy | CITIGROUP INC | $108,528 | +23.6% | 1,716 | +0.5% | 0.04% | +19.4% |
| BAC | Sell | BANK AMERICA CORP | $107,769 | -12.1% | 2,842 | -21.9% | 0.04% | -15.7% |
| SHM | SPDR SER TRnuveen blmbrg sh | $107,357 | -0.7% | 2,263 | 0.0% | 0.04% | -6.7% | |
| CLX | Buy | CLOROX CO DEL | $106,694 | +7.5% | 697 | +0.1% | 0.04% | +2.4% |
| WEX | WEX INC | $106,889 | +22.1% | 450 | 0.0% | 0.04% | +16.7% | |
| IUSG | ISHARES TRcore s&p us gwt | $105,607 | +12.6% | 901 | 0.0% | 0.04% | +7.7% | |
| LDOS | LEIDOS HOLDINGS INC | $104,872 | +21.1% | 800 | 0.0% | 0.04% | +13.9% | |
| TSCO | TRACTOR SUPPLY COcall | $104,688 | +21.7% | 400 | 0.0% | 0.04% | +13.9% | |
| AAPL | Buy | APPLE INCcall | $102,888 | +33.6% | 600 | +50.0% | 0.04% | +28.1% |
| VCR | Buy | VANGUARD WORLD FDconsum dis etf | $101,356 | +20.6% | 319 | +15.6% | 0.04% | +14.3% |
| ADBE | Buy | ADOBE INCcall | $100,920 | +69.2% | 200 | +100.0% | 0.04% | +60.0% |
| LW | LAMB WESTON HLDGS INC | $99,393 | -1.4% | 933 | 0.0% | 0.04% | -7.1% | |
| TMUS | Sell | T-MOBILE US INC | $97,932 | +0.1% | 600 | -1.6% | 0.04% | -4.9% |
| SHELL PLCspon ads | $97,544 | +1.9% | 1,455 | 0.0% | 0.04% | -2.5% | ||
| ASML | Sell | ASML HOLDING N Vcall | $97,047 | -35.9% | 100 | -50.0% | 0.04% | -39.7% |
| SPBO | New | SPDR SER TRportfolio crport | $95,540 | – | 3,282 | +100.0% | 0.04% | – |
| MA | Sell | MASTERCARD INCORPORATEDcall | $96,314 | -54.8% | 200 | -60.0% | 0.04% | -56.8% |
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $96,078 | +5.0% | 3,383 | 0.0% | 0.04% | 0.0% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $95,244 | +5.1% | 589 | +0.7% | 0.04% | 0.0% |
| AGNC | Buy | AGNC INVT CORP | $92,370 | +12.4% | 9,330 | +11.4% | 0.04% | +8.8% |
| IEFA | ISHARES TRcore msci eafe | $92,108 | +5.5% | 1,241 | 0.0% | 0.04% | 0.0% | |
| AMD | Sell | ADVANCED MICRO DEVICES INCcall | $90,245 | -12.5% | 500 | -28.6% | 0.04% | -16.3% |
| WMT | Buy | WALMART INCcall | $90,255 | -56.0% | 1,500 | +15.4% | 0.04% | -57.6% |
| BX | BLACKSTONE INC | $91,959 | +0.3% | 700 | 0.0% | 0.04% | -5.3% | |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $92,149 | +83.3% | 1,274 | +89.0% | 0.04% | +71.4% |
| ONEQ | FIDELITY COMWLTH TR | $90,160 | +8.7% | 1,400 | 0.0% | 0.04% | +5.9% | |
| KMB | KIMBERLY-CLARK CORP | $87,312 | +6.5% | 675 | 0.0% | 0.04% | +2.9% | |
| ORCL | Sell | ORACLE CORPcall | $87,927 | -7.3% | 700 | -22.2% | 0.04% | -10.3% |
| UL | UNILEVER PLCspon adr new | $89,038 | +3.5% | 1,774 | 0.0% | 0.04% | -2.8% | |
| AMLP | Buy | ALPS ETF TRalerian mlp | $87,403 | +12.6% | 1,842 | +0.9% | 0.04% | +9.4% |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $87,450 | +5.4% | 2,440 | 0.0% | 0.04% | +2.9% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $84,274 | -1.3% | 1,832 | 0.0% | 0.03% | -5.7% | |
| IBB | Sell | ISHARES TRishares biotech | $82,521 | -0.1% | 601 | -1.2% | 0.03% | -2.9% |
| GIS | GENERAL MLS INC | $83,335 | +7.4% | 1,191 | 0.0% | 0.03% | +3.1% | |
| GNMA | Buy | ISHARES TRgnma bond etf | $84,654 | +3.7% | 1,951 | +5.8% | 0.03% | -2.9% |
| DLR | DIGITAL RLTY TR INC | $81,527 | +7.0% | 566 | 0.0% | 0.03% | 0.0% | |
| MDYV | SPDR SER TRs&p 400 mdcp val | $80,560 | +3.6% | 1,060 | 0.0% | 0.03% | 0.0% | |
| Buy | MFA FINL INC | $80,236 | +4.4% | 7,032 | +3.2% | 0.03% | 0.0% | |
| AFL | AFLAC INC | $78,906 | +4.1% | 919 | 0.0% | 0.03% | 0.0% | |
| CVX | CHEVRON CORP NEWcall | $78,870 | +5.8% | 500 | 0.0% | 0.03% | 0.0% | |
| SLV | Buy | ISHARES SILVER TRcall | $79,625 | +21.9% | 3,500 | +16.7% | 0.03% | +14.8% |
| LLY | New | ELI LILLY & COcall | $77,796 | – | 100 | +100.0% | 0.03% | – |
| SPYG | SPDR SER TRprtflo s&p500 gw | $79,588 | +12.4% | 1,088 | 0.0% | 0.03% | +6.9% | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $79,093 | +9.0% | 850 | 0.0% | 0.03% | +3.3% | |
| SPMD | SPDR SER TRportfolio s&p400 | $74,943 | +9.5% | 1,405 | 0.0% | 0.03% | +7.1% | |
| IT | GARTNER INC | $76,268 | +5.7% | 160 | 0.0% | 0.03% | 0.0% | |
| ZS | ZSCALER INCcall | $77,052 | -13.1% | 400 | 0.0% | 0.03% | -18.9% | |
| SYY | SYSCO CORP | $75,336 | +11.0% | 928 | 0.0% | 0.03% | +7.1% | |
| MAR | Sell | MARRIOTT INTL INC NEWcall | $75,693 | -44.1% | 300 | -50.0% | 0.03% | -46.4% |
| ET | Buy | ENERGY TRANSFER L P | $73,268 | +233.1% | 4,658 | +192.2% | 0.03% | +222.2% |
| BFB | BROWN FORMAN CORPcl b | $73,817 | -9.6% | 1,430 | 0.0% | 0.03% | -14.7% | |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $73,309 | +4.0% | 1,117 | +0.3% | 0.03% | 0.0% |
| MDB | MONGODB INCcall | $71,728 | -12.3% | 200 | 0.0% | 0.03% | -17.6% | |
| JMUB | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $69,717 | -0.4% | 1,374 | 0.0% | 0.03% | -3.4% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $69,631 | +0.7% | 1,695 | -1.5% | 0.03% | -3.4% |
| TM | TOYOTA MOTOR CORPads | $70,471 | +37.2% | 280 | 0.0% | 0.03% | +33.3% | |
| SPGI | S&P GLOBAL INC | $71,051 | -3.4% | 167 | 0.0% | 0.03% | -6.7% | |
| BDX | BECTON DICKINSON & CO | $71,514 | +1.5% | 289 | 0.0% | 0.03% | -3.4% | |
| XOM | EXXON MOBIL CORPcall | $69,744 | +16.3% | 600 | 0.0% | 0.03% | +12.0% | |
| SMH | Buy | VANECK ETF TRUSTcall | $67,497 | +286.0% | 300 | +200.0% | 0.03% | +285.7% |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $69,282 | +3.6% | 5,832 | 0.0% | 0.03% | -3.6% | |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $67,880 | +1.7% | 527 | 0.0% | 0.03% | -3.6% | |
| ALL | ALLSTATE CORP | $69,204 | +23.6% | 400 | 0.0% | 0.03% | +17.4% | |
| OHI | OMEGA HEALTHCARE INVS INC | $65,557 | +3.3% | 2,070 | 0.0% | 0.03% | 0.0% | |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $65,569 | +2.3% | 646 | 0.0% | 0.03% | -3.7% | |
| IGV | Buy | ISHARES TRexpanded tech | $64,806 | -20.5% | 760 | +278.1% | 0.03% | -23.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $66,048 | +7.0% | 1,280 | +4.9% | 0.03% | 0.0% |
| SPTS | SPDR SER TRportfolio sh tsr | $64,405 | -0.4% | 2,227 | 0.0% | 0.02% | -7.4% | |
| ESLT | ELBIT SYS LTDord | $64,121 | -1.4% | 305 | 0.0% | 0.02% | -7.4% | |
| CI | THE CIGNA GROUP | $63,559 | +21.3% | 175 | 0.0% | 0.02% | +13.6% | |
| CRWD | CROWDSTRIKE HLDGS INCcall | $64,118 | +25.6% | 200 | 0.0% | 0.02% | +19.0% | |
| ETN | EATON CORP PLCcall | $62,536 | +29.8% | 200 | 0.0% | 0.02% | +25.0% | |
| New | VANECK BITCOIN TRsh ben int | $63,951 | – | 796 | +100.0% | 0.02% | – | |
| UNP | UNION PAC CORP | $63,813 | +0.1% | 259 | 0.0% | 0.02% | -3.8% | |
| PPL | Sell | PPL CORP | $63,622 | -19.2% | 2,311 | -20.4% | 0.02% | -24.2% |
| HPQ | HP INC | $60,440 | +0.4% | 2,000 | 0.0% | 0.02% | -4.0% | |
| CRM | Sell | SALESFORCE INCcall | $60,236 | -42.8% | 200 | -50.0% | 0.02% | -45.5% |
| MKL | MARKEL GROUP INC | $60,860 | +7.2% | 40 | 0.0% | 0.02% | 0.0% | |
| ARKF | Sell | ARK ETF TRcall | $60,660 | -26.7% | 2,000 | -33.3% | 0.02% | -29.4% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $61,118 | -19.6% | 517 | -22.5% | 0.02% | -22.6% |
| GOVT | ISHARES TRus treas bd etf | $59,521 | -1.2% | 2,614 | 0.0% | 0.02% | -4.0% | |
| F | Sell | FORD MTR CO DEL | $60,435 | -0.9% | 4,551 | -9.1% | 0.02% | -4.0% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $60,669 | -32.4% | 649 | -32.6% | 0.02% | -35.1% |
| PXD | Buy | PIONEER NAT RES CO | $58,963 | +17.9% | 225 | +1.4% | 0.02% | +9.5% |
| IWO | ISHARES TRrus 2000 grw etf | $58,222 | +7.4% | 215 | 0.0% | 0.02% | +4.5% | |
| EMN | Sell | EASTMAN CHEM CO | $57,427 | +11.2% | 573 | -0.3% | 0.02% | +9.5% |
| YYY | Buy | AMPLIFY ETF TR | $57,351 | +37.1% | 4,755 | +32.1% | 0.02% | +35.3% |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $57,421 | +26.9% | 533 | 0.0% | 0.02% | +21.1% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $57,322 | +10.4% | 200 | 0.0% | 0.02% | +9.5% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $56,727 | +8.6% | 3,279 | 0.0% | 0.02% | 0.0% | |
| AEE | AMEREN CORP | $56,506 | +2.2% | 764 | 0.0% | 0.02% | -4.3% | |
| V | VISA INCcall | $55,816 | +7.2% | 200 | 0.0% | 0.02% | 0.0% | |
| MMLG | New | FIRST TR EXCHNG TRADED FD VImlt mngd lrg grw | $55,000 | – | 2,000 | +100.0% | 0.02% | – |
| AXP | AMERICAN EXPRESS CO | $56,695 | +21.5% | 249 | 0.0% | 0.02% | +15.8% | |
| AMJ | Sell | JPMORGAN CHASE & COalerian ml etn | $56,481 | -24.0% | 1,982 | -32.3% | 0.02% | -29.0% |
| CVS | Sell | CVS HEALTH CORPcall | $55,832 | -69.3% | 700 | -69.6% | 0.02% | -70.7% |
| XEL | XCEL ENERGY INC | $55,363 | -13.2% | 1,030 | 0.0% | 0.02% | -15.4% | |
| NKE | Buy | NIKE INCcall | $56,388 | +3.9% | 600 | +20.0% | 0.02% | 0.0% |
| MS | Sell | MORGAN STANLEY | $54,604 | +0.7% | 580 | -0.3% | 0.02% | 0.0% |
| IDXX | IDEXX LABS INC | $53,993 | -2.7% | 100 | 0.0% | 0.02% | -8.7% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $52,439 | -46.6% | 106 | -43.0% | 0.02% | -48.8% |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $52,366 | +5.1% | 2,660 | +3.4% | 0.02% | 0.0% | |
| TGT | Sell | TARGET CORPcall | $53,163 | -6.7% | 300 | -25.0% | 0.02% | -12.5% |
| CTVA | Sell | CORTEVA INC | $53,980 | +10.3% | 936 | -8.3% | 0.02% | +5.0% |
| NGG | NATIONAL GRID PLCsponsored adr ne | $49,801 | +0.3% | 730 | 0.0% | 0.02% | -4.8% | |
| KHC | Buy | KRAFT HEINZ CO | $49,446 | +7.8% | 1,340 | +8.1% | 0.02% | +5.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $51,374 | -5.6% | 260 | +3.2% | 0.02% | -13.0% |
| LOW | Sell | LOWES COS INCcall | $50,946 | -23.7% | 200 | -33.3% | 0.02% | -28.6% |
| FMHI | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $49,530 | +1.0% | 1,028 | 0.0% | 0.02% | 0.0% | |
| BLK | Sell | BLACKROCK INC | $49,664 | -0.1% | 60 | -1.6% | 0.02% | -4.8% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $51,643 | +49.6% | 453 | +0.4% | 0.02% | +42.9% |
| NOC | New | NORTHROP GRUMMAN CORPcall | $47,866 | – | 100 | +100.0% | 0.02% | – |
| RYU | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $49,064 | -21.1% | 867 | -23.9% | 0.02% | -26.9% |
| ALC | ALCON AG | $48,309 | +6.6% | 580 | 0.0% | 0.02% | 0.0% | |
| CCI | Buy | CROWN CASTLE INC | $48,438 | -5.5% | 458 | +2.9% | 0.02% | -9.5% |
| IAU | ISHARES GOLD TRishares new | $48,186 | +7.6% | 1,147 | 0.0% | 0.02% | 0.0% | |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $47,109 | -29.3% | 12,141 | -0.3% | 0.02% | -32.1% |
| SPG | SIMON PPTY GROUP INC NEW | $48,587 | +9.8% | 310 | 0.0% | 0.02% | +5.6% | |
| MTB | M & T BK CORP | $48,577 | +6.1% | 334 | 0.0% | 0.02% | 0.0% | |
| EGBN | Buy | EAGLE BANCORP INC MD | $46,980 | +11.3% | 2,000 | +42.9% | 0.02% | +11.8% |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $44,296 | +2.3% | 4,977 | 0.0% | 0.02% | 0.0% | |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $45,092 | +6.9% | 4,270 | 0.0% | 0.02% | +5.9% | |
| ENB | ENBRIDGE INC | $45,768 | +0.4% | 1,265 | 0.0% | 0.02% | -5.3% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $45,613 | -0.1% | 590 | 0.0% | 0.02% | -5.3% | |
| DON | WISDOMTREE TRus midcap divid | $44,625 | +6.7% | 915 | 0.0% | 0.02% | +5.9% | |
| XLV | SELECT SECTOR SPDR TRcall | $44,319 | +8.3% | 300 | 0.0% | 0.02% | +5.9% | |
| MBND | SSGA ACTIVE TRspdr nuveen mun | $43,140 | +0.1% | 1,567 | 0.0% | 0.02% | -5.6% | |
| IUSV | ISHARES TRcore s&p us vlu | $42,146 | +7.2% | 466 | 0.0% | 0.02% | +6.2% | |
| DVN | Buy | DEVON ENERGY CORP NEW | $42,152 | +138.0% | 840 | +114.8% | 0.02% | +142.9% |
| TRV | Sell | TRAVELERS COMPANIES INC | $42,116 | -66.2% | 183 | -72.1% | 0.02% | -67.3% |
| BRKB | BERKSHIRE HATHAWAY INC DELcall | $42,052 | +17.9% | 100 | 0.0% | 0.02% | +13.3% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $43,138 | -5.3% | 239 | -22.7% | 0.02% | -10.5% |
| KXI | ISHARES TRglb cnsm stp etf | $42,721 | +2.9% | 700 | 0.0% | 0.02% | 0.0% | |
| SHOP | Buy | SHOPIFY INCcl a | $42,676 | +0.9% | 553 | +1.8% | 0.02% | -5.6% |
| SLYV | SPDR SER TRs&p 600 smcp val | $42,315 | -0.4% | 510 | 0.0% | 0.02% | -5.6% | |
| CANADIAN PACIFIC KANSAS CITY | $44,085 | +11.5% | 500 | 0.0% | 0.02% | +6.2% | ||
| AMAT | Buy | APPLIED MATLS INCcall | $41,246 | +154.5% | 200 | +100.0% | 0.02% | +128.6% |
| NFG | NATIONAL FUEL GAS CO | $40,290 | +7.1% | 750 | 0.0% | 0.02% | 0.0% | |
| SAIC | SCIENCE APPLICATIONS INTL CO | $40,552 | +4.9% | 311 | 0.0% | 0.02% | 0.0% | |
| DFS | DISCOVER FINL SVCS | $39,327 | +16.6% | 300 | 0.0% | 0.02% | +14.3% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $40,310 | -1.3% | 555 | 0.0% | 0.02% | -5.9% | |
| SLB | SCHLUMBERGER LTD | $40,670 | +5.3% | 742 | 0.0% | 0.02% | 0.0% | |
| EXPD | EXPEDITORS INTL WASH INC | $38,903 | -4.4% | 320 | 0.0% | 0.02% | -11.8% | |
| DLS | Buy | WISDOMTREE TRintl smcap div | $38,095 | +2.8% | 584 | +0.7% | 0.02% | 0.0% |
| DTE | DTE ENERGY CO | $37,792 | +1.7% | 337 | 0.0% | 0.02% | 0.0% | |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $36,795 | -0.4% | 748 | 0.0% | 0.02% | 0.0% | |
| VRP | INVESCO EXCH TRADED FD TR IIvar rate pfd | $38,032 | +3.0% | 1,600 | 0.0% | 0.02% | 0.0% | |
| RQI | Buy | COHEN & STEERS QUALITY INCOM | $37,019 | +0.3% | 3,064 | +1.6% | 0.02% | 0.0% |
| SNY | Sell | SANOFIsponsored adr | $37,374 | -4.9% | 769 | -2.7% | 0.02% | -6.2% |
| C | CITIGROUP INCcall | $37,944 | +22.9% | 600 | 0.0% | 0.02% | +15.4% | |
| SHOP | Sell | SHOPIFY INCcall | $38,585 | -85.4% | 500 | -85.3% | 0.02% | -86.4% |
| FIDELITY COVINGTON TRUSTenhanced large | $37,435 | +8.8% | 1,282 | 0.0% | 0.02% | +7.1% | ||
| IBM | New | INTERNATIONAL BUSINESS MACHScall | $38,192 | – | 200 | +100.0% | 0.02% | – |
| IWP | ISHARES TRrus md cp gr etf | $36,069 | +9.3% | 316 | 0.0% | 0.01% | 0.0% | |
| Sell | GE HEALTHCARE TECHNOLOGIES I | $35,547 | +14.9% | 391 | -2.2% | 0.01% | +7.7% | |
| SBUX | Sell | STARBUCKS CORPcall | $36,556 | -81.0% | 400 | -80.0% | 0.01% | -82.5% |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $35,262 | -2.0% | 1,737 | 0.0% | 0.01% | -6.7% | |
| ALV | AUTOLIV INC | $36,129 | +9.3% | 300 | 0.0% | 0.01% | 0.0% | |
| GWRE | GUIDEWIRE SOFTWARE INC | $35,013 | +7.0% | 300 | 0.0% | 0.01% | 0.0% | |
| MUB | ISHARES TRnational mun etf | $36,477 | -0.7% | 339 | 0.0% | 0.01% | -6.7% | |
| VDE | Sell | VANGUARD WORLD FDenergy etf | $36,481 | -20.0% | 277 | -28.8% | 0.01% | -26.3% |
| MMM | Sell | 3M CO | $35,322 | -15.2% | 333 | -12.6% | 0.01% | -17.6% |
| UHS | UNIVERSAL HLTH SVCS INCcl b | $36,492 | +19.7% | 200 | 0.0% | 0.01% | +7.7% | |
| SCHW | SCHWAB CHARLES CORPcall | $36,170 | +5.1% | 500 | 0.0% | 0.01% | 0.0% | |
| ORI | Buy | OLD REP INTL CORP | $35,080 | +5.4% | 1,142 | +0.9% | 0.01% | 0.0% |
| MDB | MONGODB INCcl a | $32,278 | -12.3% | 90 | 0.0% | 0.01% | -13.3% | |
| LOW | LOWES COS INC | $31,842 | +14.5% | 125 | 0.0% | 0.01% | +8.3% | |
| MBB | ISHARES TRmbs etf | $33,826 | -1.8% | 366 | 0.0% | 0.01% | -7.1% | |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $33,983 | +2.2% | 939 | 0.0% | 0.01% | -7.1% | |
| WMB | WILLIAMS COS INC | $33,125 | +11.9% | 850 | 0.0% | 0.01% | +8.3% | |
| COF | Sell | CAPITAL ONE FINL CORP | $34,096 | +0.8% | 229 | -11.2% | 0.01% | -7.1% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $32,900 | +9.8% | 353 | +0.3% | 0.01% | +8.3% |
| BCX | Buy | BLACKROCK RES & COMMODITIES | $33,106 | +58.9% | 3,646 | +55.4% | 0.01% | +44.4% |
| DIM | Buy | WISDOMTREE TRintl midcap dv | $34,076 | +3.7% | 542 | +0.2% | 0.01% | -7.1% |
| D | Buy | DOMINION ENERGY INC | $32,089 | +6.1% | 652 | +1.4% | 0.01% | 0.0% |
| ENPH | ENPHASE ENERGY INC | $32,665 | -8.4% | 270 | 0.0% | 0.01% | -13.3% | |
| ATO | ATMOS ENERGY CORP | $32,214 | +2.6% | 271 | 0.0% | 0.01% | 0.0% | |
| BP | BP PLCsponsored adr | $33,234 | +6.4% | 882 | 0.0% | 0.01% | 0.0% | |
| MRNA | Buy | MODERNA INCcall | $31,968 | +60.7% | 300 | +50.0% | 0.01% | +62.5% |
| ZS | ZSCALER INC | $32,555 | -13.1% | 169 | 0.0% | 0.01% | -18.8% | |
| SPYV | SPDR SER TRprtflo s&p500 vl | $29,610 | +7.4% | 591 | 0.0% | 0.01% | +9.1% | |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $29,210 | -30.3% | 560 | -30.3% | 0.01% | -29.4% |
| ETN | EATON CORP PLC | $30,643 | +29.8% | 98 | 0.0% | 0.01% | +20.0% | |
| GPC | GENUINE PARTS CO | $29,437 | +11.9% | 190 | 0.0% | 0.01% | +9.1% | |
| SGOV | New | ISHARES TR0-3 mnth treasry | $29,811 | – | 296 | +100.0% | 0.01% | – |
| JACOBS SOLUTIONS INC | $30,746 | +18.4% | 200 | 0.0% | 0.01% | +9.1% | ||
| KSS | KOHLS CORP | $29,698 | +1.6% | 1,019 | 0.0% | 0.01% | 0.0% | |
| FTS | FORTIS INC | $30,779 | -3.9% | 779 | 0.0% | 0.01% | -7.7% | |
| ABNB | AIRBNB INC | $31,343 | +21.2% | 190 | 0.0% | 0.01% | +9.1% | |
| AXON | Buy | AXON ENTERPRISE INC | $31,288 | +142.2% | 100 | +100.0% | 0.01% | +140.0% |
| UPS | Sell | UNITED PARCEL SERVICE INCcall | $29,726 | -62.2% | 200 | -60.0% | 0.01% | -63.6% |
| CMCSA | COMCAST CORP NEWcall | $30,345 | -1.1% | 700 | 0.0% | 0.01% | -7.7% | |
| CWH | Buy | CAMPING WORLD HLDGS INCcl a | $27,982 | +6.5% | 1,005 | +0.5% | 0.01% | 0.0% |
| BROOKFIELD CORPcl a ltd vt sh | $27,760 | +4.4% | 663 | 0.0% | 0.01% | 0.0% | ||
| TMO | THERMO FISHER SCIENTIFIC INC | $27,899 | +9.5% | 48 | 0.0% | 0.01% | 0.0% | |
| ANET | ARISTA NETWORKS INCcall | $28,998 | +23.1% | 100 | 0.0% | 0.01% | +10.0% | |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $27,750 | +4.7% | 625 | 0.0% | 0.01% | 0.0% | |
| ACN | New | ACCENTURE PLC IRELAND | $25,996 | – | 75 | +100.0% | 0.01% | – |
| Buy | KENVUE INC | $25,818 | +8.8% | 1,203 | +9.2% | 0.01% | 0.0% | |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | $26,088 | +3.2% | 2,400 | 0.0% | 0.01% | 0.0% | |
| ASML | ASML HOLDING N V | $26,203 | +28.2% | 27 | 0.0% | 0.01% | +25.0% | |
| PAYX | PAYCHEX INC | $24,560 | +3.1% | 200 | 0.0% | 0.01% | 0.0% | |
| IEI | ISHARES TR3 7 yr treas bd | $25,247 | -1.1% | 218 | 0.0% | 0.01% | -9.1% | |
| GSBD | GOLDMAN SACHS BDC INC | $25,017 | +2.3% | 1,670 | 0.0% | 0.01% | 0.0% | |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $25,453 | +20.7% | 527 | +7.1% | 0.01% | +11.1% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $25,178 | +38.1% | 1,801 | +53.8% | 0.01% | +25.0% |
| COIN | Sell | COINBASE GLOBAL INCcall | $26,512 | -61.9% | 100 | -75.0% | 0.01% | -65.5% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $22,613 | +13.4% | 375 | +9.0% | 0.01% | +12.5% |
| BKNG | BOOKING HOLDINGS INC | $21,768 | +2.3% | 6 | 0.0% | 0.01% | 0.0% | |
| CAG | CONAGRA BRANDS INC | $22,349 | +3.4% | 754 | 0.0% | 0.01% | 0.0% | |
| JETS | ETF SER SOLUTIONSus glb jets | $23,111 | +10.4% | 1,100 | 0.0% | 0.01% | 0.0% | |
| WYNN | WYNN RESORTS LTD | $21,694 | +12.5% | 212 | 0.0% | 0.01% | +12.5% | |
| EBF | Buy | ENNIS INC | $23,300 | -5.2% | 1,136 | +1.2% | 0.01% | -10.0% |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $23,403 | -0.4% | 403 | 0.0% | 0.01% | -10.0% | |
| WISDOMTREE TRartificial intel | $22,245 | +0.4% | 1,071 | 0.0% | 0.01% | 0.0% | ||
| ROST | ROSS STORES INC | $22,308 | +6.0% | 152 | 0.0% | 0.01% | 0.0% | |
| CFG | Buy | CITIZENS FINL GROUP INC | $23,843 | +63.5% | 657 | +49.3% | 0.01% | +50.0% |
| O | REALTY INCOME CORP | $23,155 | -5.8% | 428 | 0.0% | 0.01% | -10.0% | |
| UBER | Sell | UBER TECHNOLOGIES INCcall | $23,097 | -6.2% | 300 | -25.0% | 0.01% | -10.0% |
| PRU | PRUDENTIAL FINL INC | $21,954 | +13.2% | 187 | 0.0% | 0.01% | +12.5% | |
| UAL | UNITED AIRLS HLDGS INC | $23,940 | +16.0% | 500 | 0.0% | 0.01% | 0.0% | |
| NKE | NIKE INCcl b | $22,838 | -13.4% | 243 | 0.0% | 0.01% | -18.2% | |
| HIW | Buy | HIGHWOODS PPTYS INC | $21,755 | +16.4% | 831 | +2.1% | 0.01% | +12.5% |
| ANTM | ELEVANCE HEALTH INC | $23,335 | +10.0% | 45 | 0.0% | 0.01% | 0.0% | |
| MU | MICRON TECHNOLOGY INCcall | $23,578 | +38.1% | 200 | 0.0% | 0.01% | +28.6% | |
| ANET | ARISTA NETWORKS INC | $22,329 | +23.1% | 77 | 0.0% | 0.01% | +12.5% | |
| IYH | Buy | ISHARES TRus hlthcare etf | $22,284 | +8.1% | 360 | +400.0% | 0.01% | 0.0% |
| RHS | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $22,722 | +4.9% | 690 | 0.0% | 0.01% | 0.0% | |
| MELI | MERCADOLIBRE INC | $22,680 | -3.8% | 15 | 0.0% | 0.01% | -10.0% | |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $23,797 | +110.7% | 5,063 | +120.1% | 0.01% | +80.0% |
| AEP | AMERICAN ELEC PWR CO INC | $21,095 | +6.0% | 245 | 0.0% | 0.01% | 0.0% | |
| NUE | Sell | NUCOR CORPcall | $19,790 | -71.6% | 100 | -75.0% | 0.01% | -72.4% |
| VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $21,027 | – | 461 | +100.0% | 0.01% | – |
| NVG | NUVEEN AMT FREE MUN CR INC F | $19,526 | +2.8% | 1,607 | 0.0% | 0.01% | 0.0% | |
| EVN | EATON VANCE MUNI INCOME TRUSsh ben int | $20,859 | +4.4% | 2,035 | 0.0% | 0.01% | 0.0% | |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $21,216 | +10.5% | 922 | -17.5% | 0.01% | 0.0% |
| SLVP | ISHARES INCmsci glb slv&mtl | $20,320 | -0.2% | 2,000 | 0.0% | 0.01% | 0.0% | |
| DSL | DOUBLELINE INCOME SOLUTIONS | $20,955 | +3.8% | 1,650 | 0.0% | 0.01% | 0.0% | |
| PGR | PROGRESSIVE CORP | $21,303 | +29.8% | 103 | 0.0% | 0.01% | +14.3% | |
| TSCO | TRACTOR SUPPLY CO | $20,542 | +22.2% | 78 | 0.0% | 0.01% | +14.3% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $19,236 | +25.6% | 60 | 0.0% | 0.01% | +33.3% | |
| SPSB | SPDR SER TRportfolio short | $19,708 | -0.0% | 662 | 0.0% | 0.01% | 0.0% | |
| XBI | Sell | SPDR SER TRcall | $18,978 | -57.5% | 200 | -60.0% | 0.01% | -55.6% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $19,491 | +5.5% | 49 | 0.0% | 0.01% | 0.0% | |
| CGNX | COGNEX CORP | $21,210 | +1.6% | 500 | 0.0% | 0.01% | -11.1% | |
| CCOI | COGENT COMMUNICATIONS HLDGS | $19,599 | -14.1% | 300 | 0.0% | 0.01% | -11.1% | |
| NEM | Buy | NEWMONT CORP | $20,607 | -13.1% | 575 | +0.3% | 0.01% | -20.0% |
| TIP | Sell | ISHARES TRtips bd etf | $19,979 | -10.2% | 186 | -10.1% | 0.01% | -11.1% |
| ABNB | Sell | AIRBNB INCcall | $16,496 | -39.4% | 100 | -50.0% | 0.01% | -36.4% |
| PINS | PINTEREST INCcall | $17,335 | -6.4% | 500 | 0.0% | 0.01% | -12.5% | |
| GM | Sell | GENERAL MTRS COcall | $18,140 | -27.9% | 400 | -42.9% | 0.01% | -30.0% |
| FN | FABRINET | $18,524 | -0.7% | 98 | 0.0% | 0.01% | -12.5% | |
| DD | New | DUPONT DE NEMOURS INCcall | $18,708 | – | 300 | +100.0% | 0.01% | – |
| EIM | EATON VANCE MUN BD FD | $17,927 | +2.2% | 1,732 | 0.0% | 0.01% | 0.0% | |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $16,917 | – | 300 | +100.0% | 0.01% | – |
| WSBC | WESBANCO INC | $17,886 | -5.0% | 600 | 0.0% | 0.01% | -12.5% | |
| IOO | ISHARES TRglobal 100 etf | $16,541 | +11.0% | 185 | 0.0% | 0.01% | +16.7% | |
| TTD | Sell | THE TRADE DESK INCcall | $17,484 | -69.6% | 200 | -75.0% | 0.01% | -70.8% |
| BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $18,852 | +16.0% | 127 | 0.0% | 0.01% | 0.0% | |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcall | $18,408 | +114.4% | 800 | +60.0% | 0.01% | +75.0% |
| RACE | FERRARI N V | $17,438 | +28.8% | 40 | 0.0% | 0.01% | +16.7% | |
| RYI | RYERSON HLDG CORP | $16,750 | -3.4% | 500 | 0.0% | 0.01% | 0.0% | |
| FCX | FREEPORT-MCMORAN INCcl b | $16,457 | +10.4% | 350 | 0.0% | 0.01% | +16.7% | |
| URI | UNITED RENTALS INC | $18,028 | +25.8% | 25 | 0.0% | 0.01% | +16.7% | |
| FCX | Buy | FREEPORT-MCMORAN INCcall | $18,808 | +47.3% | 400 | +33.3% | 0.01% | +40.0% |
| SLB | Buy | SCHLUMBERGER LTDcall | $16,443 | +58.0% | 300 | +50.0% | 0.01% | +75.0% |
| APOLLO GLOBAL MGMT INC | $18,555 | +20.7% | 165 | 0.0% | 0.01% | +16.7% | ||
| HPE | HEWLETT PACKARD ENTERPRISE C | $17,730 | +4.4% | 1,000 | 0.0% | 0.01% | 0.0% | |
| New | AMPLIFY ETF TRamplify cybersec | $15,900 | – | 248 | +100.0% | 0.01% | – | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $13,944 | -27.4% | 643 | -12.5% | 0.01% | -25.0% |
| XAIR | Buy | BEYOND AIR INC | $13,920 | +1.5% | 8,000 | +14.3% | 0.01% | 0.0% |
| VTRS | Sell | VIATRIS INC | $14,961 | +9.2% | 1,253 | -0.9% | 0.01% | 0.0% |
| USHY | Buy | ISHARES TRbroad usd high | $15,952 | +1.9% | 436 | +1.2% | 0.01% | 0.0% |
| GM | Buy | GENERAL MTRS CO | $14,512 | +49.6% | 320 | +18.5% | 0.01% | +50.0% |
| TJX | TJX COS INC NEW | $16,250 | +8.2% | 160 | 0.0% | 0.01% | 0.0% | |
| MFC | MANULIFE FINL CORP | $15,919 | +13.1% | 637 | 0.0% | 0.01% | 0.0% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $13,938 | -11.6% | 600 | 0.0% | 0.01% | -14.3% | |
| SNOW | New | SNOWFLAKE INCcall | $16,160 | – | 100 | +100.0% | 0.01% | – |
| MMC | MARSH & MCLENNAN COS INC | $14,419 | +8.7% | 70 | 0.0% | 0.01% | +20.0% | |
| ON | ON SEMICONDUCTOR CORPcall | $14,710 | -11.9% | 200 | 0.0% | 0.01% | -14.3% | |
| SHW | SHERWIN WILLIAMS CO | $15,630 | +11.4% | 45 | 0.0% | 0.01% | 0.0% | |
| CSCO | CISCO SYS INCcall | $14,973 | -1.2% | 300 | 0.0% | 0.01% | 0.0% | |
| LUV | SOUTHWEST AIRLS COcall | $14,595 | +1.1% | 500 | 0.0% | 0.01% | 0.0% | |
| COIN | COINBASE GLOBAL INC | $14,582 | +52.4% | 55 | 0.0% | 0.01% | +50.0% | |
| VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $15,646 | – | 200 | +100.0% | 0.01% | – |
| HST | HOST HOTELS & RESORTS INC | $14,433 | +6.2% | 698 | 0.0% | 0.01% | 0.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $14,865 | +12.3% | 51 | 0.0% | 0.01% | +20.0% | |
| WIW | WESTERN AST INFL LKD OPP & I | $14,413 | -0.5% | 1,670 | 0.0% | 0.01% | 0.0% | |
| RYN | RAYONIER INC | $14,958 | -0.5% | 450 | 0.0% | 0.01% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $12,389 | +7.9% | 50 | 0.0% | 0.01% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $13,072 | +3.4% | 90 | 0.0% | 0.01% | 0.0% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $12,926 | +5.6% | 170 | 0.0% | 0.01% | 0.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $13,681 | +0.4% | 176 | 0.0% | 0.01% | -16.7% | |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $13,198 | -37.0% | 100 | -41.9% | 0.01% | -44.4% |
| SIVR | ABRDN SILVER ETF TRUST | $13,096 | +4.6% | 550 | 0.0% | 0.01% | 0.0% | |
| PICK | ISHARES INCmsci gbl etf new | $13,011 | -3.2% | 312 | 0.0% | 0.01% | -16.7% | |
| CYBR | CYBERARK SOFTWARE LTD | $13,282 | +21.3% | 50 | 0.0% | 0.01% | 0.0% | |
| QSR | New | RESTAURANT BRANDS INTL INC | $11,918 | – | 150 | +100.0% | 0.01% | – |
| K | Buy | KELLANOVA | $13,086 | +3.2% | 228 | +0.4% | 0.01% | 0.0% |
| ON | Buy | ON SEMICONDUCTOR CORP | $11,768 | -9.1% | 160 | +3.2% | 0.01% | 0.0% |
| PIO | INVESCO EXCH TRADED FD TR IIglobal water | $12,933 | +9.1% | 300 | 0.0% | 0.01% | 0.0% | |
| IRM | IRON MTN INC DEL | $11,471 | +14.6% | 143 | 0.0% | 0.01% | +25.0% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $13,742 | +9.9% | 67 | 0.0% | 0.01% | 0.0% | |
| BYD | BOYD GAMING CORP | $12,859 | +7.5% | 191 | 0.0% | 0.01% | 0.0% | |
| RVT | ROYCE VALUE TR INC | $12,895 | +4.2% | 850 | 0.0% | 0.01% | 0.0% | |
| FTNT | New | FORTINET INCcall | $13,662 | – | 200 | +100.0% | 0.01% | – |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $12,968 | +12.6% | 43 | 0.0% | 0.01% | 0.0% | |
| New | ARM HOLDINGS PLCcall | $12,499 | – | 100 | +100.0% | 0.01% | – | |
| SOFI | New | SOFI TECHNOLOGIES INCcall | $12,800 | – | 800 | +100.0% | 0.01% | – |
| DAL | DELTA AIR LINES INC DELcall | $9,574 | +19.0% | 200 | 0.0% | 0.00% | +33.3% | |
| IXC | ISHARES TRglobal energ etf | $11,296 | +9.8% | 263 | 0.0% | 0.00% | 0.0% | |
| HUBS | HUBSPOT INC | $9,399 | +7.9% | 15 | 0.0% | 0.00% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $11,027 | +28.2% | 107 | 0.0% | 0.00% | 0.0% | |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $11,304 | -60.4% | 110 | -60.3% | 0.00% | -66.7% |
| SHYG | ISHARES TR0-5yr hi yl cp | $9,021 | +0.8% | 212 | 0.0% | 0.00% | 0.0% | |
| GGN | Buy | GAMCO GLOBAL GOLD NAT RES & | $10,159 | +5.1% | 2,632 | +2.4% | 0.00% | 0.0% |
| MSCI | MSCI INC | $10,649 | -0.9% | 19 | 0.0% | 0.00% | 0.0% | |
| MET | Sell | METLIFE INC | $10,450 | -48.2% | 141 | -53.8% | 0.00% | -50.0% |
| NYCB | New | NEW YORK CMNTY BANCORP INC | $9,660 | – | 3,000 | +100.0% | 0.00% | – |
| EVR | EVERCORE INCclass a | $9,437 | +12.6% | 49 | 0.0% | 0.00% | +33.3% | |
| NTR | NUTRIEN LTD | $10,862 | -3.6% | 200 | 0.0% | 0.00% | -20.0% | |
| PML | PIMCO MUN INCOME FD II | $9,189 | +2.4% | 1,081 | 0.0% | 0.00% | 0.0% | |
| PINS | PINTEREST INCcl a | $10,401 | -6.4% | 300 | 0.0% | 0.00% | -20.0% | |
| DDOG | DATADOG INC | $9,270 | +1.8% | 75 | 0.0% | 0.00% | 0.0% | |
| DTM | DT MIDSTREAM INC | $9,838 | +11.5% | 161 | 0.0% | 0.00% | 0.0% | |
| GMF | SPDR INDEX SHS FDSasia pacif etf | $10,991 | +2.6% | 106 | 0.0% | 0.00% | 0.0% | |
| SCHW | Buy | SCHWAB CHARLES CORP | $9,864 | +58.8% | 136 | +51.1% | 0.00% | +33.3% |
| BLACKSTONE SECD LENDING FD | $9,345 | +12.7% | 300 | 0.0% | 0.00% | +33.3% | ||
| UA | UNDER ARMOUR INCcl c | $11,032 | -14.5% | 1,545 | 0.0% | 0.00% | -20.0% | |
| BAX | BAXTER INTL INC | $10,429 | +10.5% | 244 | 0.0% | 0.00% | 0.0% | |
| MOO | VANECK ETF TRUSTagribusiness etf | $11,270 | -1.4% | 150 | 0.0% | 0.00% | -20.0% | |
| AZO | AUTOZONE INC | $9,455 | +21.9% | 3 | 0.0% | 0.00% | +33.3% | |
| AA | ALCOA CORP | $9,360 | -0.6% | 277 | 0.0% | 0.00% | 0.0% | |
| VICI | Buy | VICI PPTYS INC | $9,054 | -5.3% | 304 | +1.3% | 0.00% | 0.0% |
| VIPER ENERGY INCcl a | $9,615 | +22.6% | 250 | 0.0% | 0.00% | +33.3% | ||
| MSOS | ADVISORSHARES TRpure us cannabis | $10,098 | +42.8% | 1,009 | 0.0% | 0.00% | +33.3% | |
| MSOS | ADVISORSHARES TRcall | $10,010 | +42.8% | 1,000 | 0.0% | 0.00% | +33.3% | |
| WLKP | WESTLAKE CHEM PARTNERS LP | $11,100 | +2.5% | 500 | 0.0% | 0.00% | 0.0% | |
| KNSA | Sell | KINIKSA PHARMACEUTICALS LTD | $10,497 | -23.3% | 532 | -31.8% | 0.00% | -33.3% |
| ADBE | Buy | ADOBE INC | $7,569 | +26.9% | 15 | +50.0% | 0.00% | +50.0% |
| VRTX | VERTEX PHARMACEUTICALS INC | $7,525 | +2.7% | 18 | 0.0% | 0.00% | 0.0% | |
| NOW | New | SERVICENOW INC | $7,624 | – | 10 | +100.0% | 0.00% | – |
| AGI | New | ALAMOS GOLD INC NEW | $7,375 | – | 500 | +100.0% | 0.00% | – |
| AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $6,948 | +12.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ALSN | New | ALLISON TRANSMISSION HLDGS I | $6,899 | – | 85 | +100.0% | 0.00% | – |
| IPG | Sell | INTERPUBLIC GROUP COS INC | $6,657 | -10.5% | 204 | -10.5% | 0.00% | 0.0% |
| BLE | BLACKROCK MUNI INCOME TR II | $8,688 | +1.7% | 800 | 0.0% | 0.00% | -25.0% | |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INCcall | $7,098 | -62.1% | 100 | -50.0% | 0.00% | -62.5% |
| MRVL | MARVELL TECHNOLOGY INC | $7,088 | +17.5% | 100 | 0.0% | 0.00% | +50.0% | |
| FITB | FIFTH THIRD BANCORP | $8,075 | +7.9% | 217 | 0.0% | 0.00% | 0.0% | |
| GIB | CGI INCcl a sub vtg | $6,519 | +3.1% | 59 | 0.0% | 0.00% | 0.0% | |
| ROKU | Sell | ROKU INCcall | $6,517 | -82.2% | 100 | -75.0% | 0.00% | -80.0% |
| RBLX | Buy | ROBLOX CORPcl a | $6,682 | -2.6% | 175 | +16.7% | 0.00% | 0.0% |
| INTC | Sell | INTEL CORPcall | $8,834 | -96.2% | 200 | -95.7% | 0.00% | -96.9% |
| IWD | ISHARES TRrus 1000 val etf | $6,448 | +8.4% | 36 | 0.0% | 0.00% | +50.0% | |
| SNOW | Sell | SNOWFLAKE INCcl a | $8,565 | -36.7% | 53 | -22.1% | 0.00% | -50.0% |
| ARKF | ARK ETF TRfintech innova | $8,645 | +10.0% | 285 | 0.0% | 0.00% | 0.0% | |
| PSEC | PROSPECT CAP CORP | $8,087 | -7.9% | 1,465 | 0.0% | 0.00% | -25.0% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $7,241 | -0.9% | 232 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP | $6,379 | +15.2% | 36 | 0.0% | 0.00% | +50.0% | |
| GNW | GENWORTH FINL INC | $8,456 | -3.7% | 1,315 | 0.0% | 0.00% | -25.0% | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $8,844 | +70.1% | 65 | +30.0% | 0.00% | +50.0% |
| MTUM | ISHARES TRmsci usa mmentm | $7,869 | +19.4% | 42 | 0.0% | 0.00% | 0.0% | |
| CNC | CENTENE CORP DEL | $7,927 | +5.7% | 101 | 0.0% | 0.00% | 0.0% | |
| DXJ | WISDOMTREE TRjapn hedge eqt | $6,619 | +23.3% | 61 | 0.0% | 0.00% | +50.0% | |
| OMC | Sell | OMNICOM GROUP INC | $6,677 | -14.2% | 69 | -23.3% | 0.00% | 0.0% |
| VSGX | VANGUARD WORLD FDesg intl stk etf | $7,127 | +4.0% | 124 | 0.0% | 0.00% | 0.0% | |
| NUEM | NUSHARES ETF TRnuveen esg emrgn | $7,288 | +2.0% | 265 | 0.0% | 0.00% | 0.0% | |
| NUSC | NUSHARES ETF TRnuveen esg smlcp | $8,651 | +6.4% | 208 | 0.0% | 0.00% | 0.0% | |
| NULV | NUSHARES ETF TRnuveen esg lrgvl | $7,656 | +8.2% | 197 | 0.0% | 0.00% | 0.0% | |
| EFT | EATON VANCE FLTING RATE INC | $7,601 | +6.1% | 571 | 0.0% | 0.00% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $6,958 | -1.3% | 176 | 0.0% | 0.00% | 0.0% | |
| BCE | BCE INC | $6,796 | -13.7% | 200 | 0.0% | 0.00% | 0.0% | |
| KSS | KOHLS CORPcall | $8,745 | +1.6% | 300 | 0.0% | 0.00% | -25.0% | |
| XBI | Buy | SPDR SER TRs&p biotech | $7,782 | +181.0% | 82 | +164.5% | 0.00% | +200.0% |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $7,923 | -1.0% | 188 | 0.0% | 0.00% | 0.0% | |
| PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $7,701 | -22.4% | 334 | 0.0% | 0.00% | -25.0% | |
| SBUX | STARBUCKS CORP | $5,575 | -4.8% | 61 | 0.0% | 0.00% | 0.0% | |
| BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $4,273 | -0.1% | 202 | 0.0% | 0.00% | 0.0% | |
| TRIVAGO N V | $3,878 | +13.5% | 1,400 | 0.0% | 0.00% | +100.0% | ||
| FROG | JFROG LTD | $4,422 | +27.8% | 100 | 0.0% | 0.00% | +100.0% | |
| SBS | COMPANHIA DE SANEAMENTO BASIsponsored adr | $5,049 | +10.5% | 300 | 0.0% | 0.00% | 0.0% | |
| NET | CLOUDFLARE INC | $5,132 | +16.3% | 53 | 0.0% | 0.00% | 0.0% | |
| NRZ | RITHM CAPITAL CORP | $3,895 | +4.5% | 349 | 0.0% | 0.00% | 0.0% | |
| TXT | TEXTRON INC | $4,605 | +19.3% | 48 | 0.0% | 0.00% | 0.0% | |
| COP | CONOCOPHILLIPS | $4,989 | +9.8% | 39 | 0.0% | 0.00% | 0.0% | |
| Sell | WARNER BROS DISCOVERY INC | $6,024 | -34.3% | 690 | -14.4% | 0.00% | -50.0% | |
| ROBO | EXCHANGE TRADED CONCEPTS TRUrobo glb etf | $5,864 | +2.3% | 100 | 0.0% | 0.00% | 0.0% | |
| Buy | SEELOS THERAPEUTICS INC | $4,728 | -32.0% | 8,000 | +60.0% | 0.00% | -33.3% | |
| WPC | WP CAREY INC | $5,870 | -12.9% | 104 | 0.0% | 0.00% | -33.3% | |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $5,822 | -17.2% | 624 | 0.0% | 0.00% | -33.3% | |
| TWLO | Sell | TWILIO INCcall | $6,115 | -59.7% | 100 | -50.0% | 0.00% | -66.7% |
| PPLT | ABRDN PLATINUM ETF TRUST | $4,930 | -8.3% | 59 | 0.0% | 0.00% | 0.0% | |
| CBRE | Sell | CBRE GROUP INCcl a | $4,960 | -14.1% | 51 | -17.7% | 0.00% | 0.0% |
| BROOKFIELD ASSET MANAGMT LTD | $6,093 | +4.6% | 145 | 0.0% | 0.00% | 0.0% | ||
| CRM | SALESFORCE INC | $5,723 | +14.5% | 19 | 0.0% | 0.00% | 0.0% | |
| KBWB | INVESCO EXCH TRADED FD TR IIkbw bk etf | $4,776 | +9.1% | 89 | 0.0% | 0.00% | 0.0% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $5,896 | -17.8% | 170 | 0.0% | 0.00% | -33.3% | |
| MRNA | MODERNA INC | $4,689 | +7.2% | 44 | 0.0% | 0.00% | 0.0% | |
| AVEM | Sell | AMERICAN CENTY ETF TRavantis emgmkt | $5,916 | -48.9% | 102 | -50.2% | 0.00% | -60.0% |
| CORBUS PHARMACEUTICALS HLDGS | $3,924 | +549.7% | 100 | 0.0% | 0.00% | – | ||
| ESNT | ESSENT GROUP LTD | $4,226 | +12.8% | 71 | 0.0% | 0.00% | 0.0% | |
| VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $5,332 | – | 90 | +100.0% | 0.00% | – |
| LUV | SOUTHWEST AIRLS CO | $5,605 | +1.1% | 192 | 0.0% | 0.00% | 0.0% | |
| New | ISHARES BITCOIN TR | $5,343 | – | 132 | +100.0% | 0.00% | – | |
| FANG | Buy | DIAMONDBACK ENERGY INC | $5,357 | +108.0% | 27 | +58.8% | 0.00% | +100.0% |
| AG | FIRST MAJESTIC SILVER CORP | $5,880 | -4.4% | 1,000 | 0.0% | 0.00% | -33.3% | |
| PAVE | GLOBAL X FDSus infr dev etf | $4,778 | +15.5% | 120 | 0.0% | 0.00% | 0.0% | |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $3,866 | +5.9% | 43 | 0.0% | 0.00% | 0.0% | |
| CRL | Sell | CHARLES RIV LABS INTL INC | $3,794 | -15.5% | 14 | -26.3% | 0.00% | 0.0% |
| OGN | Buy | ORGANON & CO | $4,700 | +551.9% | 250 | +400.0% | 0.00% | – |
| ROKU | ROKU INC | $1,630 | -28.9% | 25 | 0.0% | 0.00% | 0.0% | |
| SCCO | SOUTHERN COPPER CORP | $1,598 | +23.7% | 15 | 0.0% | 0.00% | 0.0% | |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $2,616 | +12.1% | 9 | +50.0% | 0.00% | 0.0% |
| SQ | BLOCK INCcl a | $2,200 | +9.3% | 26 | 0.0% | 0.00% | 0.0% | |
| CC | CHEMOURS CO | $1,576 | -16.7% | 60 | 0.0% | 0.00% | 0.0% | |
| LNG | New | CHENIERE ENERGY INC | $3,235 | – | 20 | +100.0% | 0.00% | – |
| CIM | CHIMERA INVT CORP | $1,937 | -7.6% | 420 | 0.0% | 0.00% | 0.0% | |
| FLRN | Sell | SPDR SER TRbloomberg invt | $1,419 | -92.8% | 46 | -92.8% | 0.00% | -87.5% |
| SSNC | Sell | SS&C TECHNOLOGIES HLDGS INC | $2,382 | -20.5% | 37 | -24.5% | 0.00% | 0.0% |
| RGLD | ROYAL GOLD INC | $3,655 | +0.7% | 30 | 0.0% | 0.00% | -50.0% | |
| TWLO | TWILIO INCcl a | $3,547 | -19.4% | 58 | 0.0% | 0.00% | -50.0% | |
| DAL | DELTA AIR LINES INC DEL | $3,686 | +19.0% | 77 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $3,311 | +25.0% | 43 | 0.0% | 0.00% | 0.0% | |
| DEO | DIAGEO PLCspon adr new | $1,785 | +2.1% | 12 | 0.0% | 0.00% | 0.0% | |
| PYPL | PAYPAL HLDGS INC | $2,680 | +9.1% | 40 | 0.0% | 0.00% | 0.0% | |
| VFC | V F CORP | $3,068 | -18.4% | 200 | 0.0% | 0.00% | -50.0% | |
| PANW | PALO ALTO NETWORKS INC | $2,842 | -3.6% | 10 | 0.0% | 0.00% | 0.0% | |
| DRAFTKINGS INC NEWcall | $3,718 | 0.0% | 200 | 0.0% | 0.00% | -50.0% | ||
| GOLD | BARRICK GOLD CORP | $2,513 | -8.0% | 151 | 0.0% | 0.00% | 0.0% | |
| ELAN | ELANCO ANIMAL HEALTH INC | $2,784 | +9.3% | 171 | 0.0% | 0.00% | 0.0% | |
| AVB | AVALONBAY CMNTYS INC | $3,712 | -0.9% | 20 | 0.0% | 0.00% | -50.0% | |
| NOK | Sell | NOKIA CORPsponsored adr | $3,186 | +2.3% | 900 | -1.1% | 0.00% | 0.0% |
| AUTL | Sell | AUTOLUS THERAPEUTICS PLCspon ads | $1,621 | -50.5% | 254 | -50.0% | 0.00% | 0.0% |
| EVGO | Sell | EVGO INC | $2,510 | -53.3% | 1,000 | -33.3% | 0.00% | -50.0% |
| ATLASSIAN CORPORATIONcl a | $2,927 | -18.0% | 15 | 0.0% | 0.00% | 0.0% | ||
| New | ARM HOLDINGS PLCsponsored adr | $2,500 | – | 20 | +100.0% | 0.00% | – | |
| VPU | VANGUARD WORLD FDutilities etf | $2,852 | +4.0% | 20 | 0.0% | 0.00% | 0.0% | |
| MNST | MONSTER BEVERAGE CORP NEW | $2,727 | +2.9% | 46 | 0.0% | 0.00% | 0.0% | |
| MSTR | New | MICROSTRATEGY INCcl a new | $1,705 | – | 1 | +100.0% | 0.00% | – |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $1,559 | +8.5% | 10 | 0.0% | 0.00% | 0.0% | |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $3,470 | -2.1% | 133 | 0.0% | 0.00% | 0.0% | |
| New | AMPLIFY ETF TRamplify travel t | $2,518 | – | 123 | +100.0% | 0.00% | – | |
| FCT | FIRST TR SR FLTG RATE INCOME | $1,543 | +2.6% | 149 | 0.0% | 0.00% | 0.0% | |
| VIAC | PARAMOUNT GLOBALcall | $3,531 | -20.4% | 300 | 0.0% | 0.00% | -50.0% | |
| VIAC | Sell | PARAMOUNT GLOBAL | $1,342 | -71.1% | 114 | -63.7% | 0.00% | -50.0% |
| EMLP | FIRST TR EXCHANGE-TRADED FDno amer energy | $2,186 | +6.6% | 74 | 0.0% | 0.00% | 0.0% | |
| LNC | New | LINCOLN NATL CORP IND | $1,629 | – | 51 | +100.0% | 0.00% | – |
| WEC | WEC ENERGY GROUP INC | $1,479 | -2.4% | 18 | 0.0% | 0.00% | 0.0% | |
| Sell | WK KELLOGG CO | $1,880 | +21.2% | 100 | -15.3% | 0.00% | 0.0% | |
| AEM | AGNICO EAGLE MINES LTD | $1,492 | +8.7% | 25 | 0.0% | 0.00% | 0.0% | |
| LMND | LEMONADE INC | $2,035 | +1.7% | 124 | 0.0% | 0.00% | 0.0% | |
| Sell | WARNER BROS DISCOVERY INCcall | $3,492 | -72.1% | 400 | -63.6% | 0.00% | -80.0% | |
| WM | WASTE MGMT INC DEL | $1,493 | +19.1% | 7 | 0.0% | 0.00% | 0.0% | |
| New | IONQ INC | $2,997 | – | 300 | +100.0% | 0.00% | – | |
| KFY | Sell | KORN FERRY | $1,447 | -18.8% | 22 | -26.7% | 0.00% | 0.0% |
| FTNT | FORTINET INC | $1,435 | +16.7% | 21 | 0.0% | 0.00% | 0.0% | |
| JCOM | ZIFF DAVIS INC | $1,829 | -6.2% | 29 | 0.0% | 0.00% | 0.0% | |
| JLL | Sell | JONES LANG LASALLE INC | $2,732 | -14.9% | 14 | -17.6% | 0.00% | 0.0% |
| LIT | GLOBAL X FDSlithium btry etf | $2,265 | -11.1% | 50 | 0.0% | 0.00% | 0.0% | |
| New | GLOBALFOUNDRIES INCordinary shares | $2,606 | – | 50 | +100.0% | 0.00% | – | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $2,529 | -2.1% | 21 | 0.0% | 0.00% | 0.0% | |
| TT | Sell | TRANE TECHNOLOGIES PLC | $3,303 | -32.3% | 11 | -45.0% | 0.00% | -50.0% |
| PEAK | New | HEALTHPEAK PROPERTIES INC | $3,657 | – | 195 | +100.0% | 0.00% | – |
| HSY | Sell | HERSHEY CO | $1,362 | -33.6% | 7 | -36.4% | 0.00% | 0.0% |
| RIG | TRANSOCEAN LTD | $1,583 | -1.1% | 252 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $2,876 | -12.3% | 100 | 0.0% | 0.00% | 0.0% | |
| HIVE DIGITAL TECHNOLOGIES LT | $1,348 | -25.6% | 400 | 0.0% | 0.00% | 0.0% | ||
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,342 | -97.1% | 5 | -97.1% | 0.00% | -94.7% |
| IR | INGERSOLL RAND INC | $1,615 | +22.8% | 17 | 0.0% | 0.00% | 0.0% | |
| CVE | CENOVUS ENERGY INC | $3,299 | +20.1% | 165 | 0.0% | 0.00% | 0.0% | |
| SJM | Sell | SMUCKER J M CO | $1,385 | -21.8% | 11 | -21.4% | 0.00% | 0.0% |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $2,130 | -24.1% | 30 | 0.0% | 0.00% | 0.0% | |
| SE | Exit | SEA LTDsponsord ads | $0 | – | -23 | -100.0% | 0.00% | – |
| MJ | Exit | ETF MANAGERS TRetfmg altr hrvst | $0 | – | -200 | -100.0% | 0.00% | – |
| ASAN | ASANA INCcl a | $1,162 | -18.5% | 75 | 0.0% | 0.00% | -100.0% | |
| KIE | Exit | SPDR SER TRs&p ins etf | $0 | – | -26 | -100.0% | 0.00% | – |
| NEW YORK MTG TR INC | $41 | -14.6% | 6 | 0.0% | 0.00% | – | ||
| WAB | WABTEC | $146 | +15.0% | 1 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC | $1,110 | +4.7% | 51 | 0.0% | 0.00% | – | ||
| KURA | KURA ONCOLOGY INC | $427 | +48.3% | 20 | 0.0% | 0.00% | – | |
| NCR ATLEOS CORPORATION | $60 | -17.8% | 3 | 0.0% | 0.00% | – | ||
| NTRS | NORTHERN TR CORP | $712 | +5.3% | 8 | 0.0% | 0.00% | – | |
| KORRO BIO INC | $450 | +87.5% | 5 | 0.0% | 0.00% | – | ||
| WTI | W & T OFFSHORE INC | $133 | -18.4% | 50 | 0.0% | 0.00% | – | |
| EHC | ENCOMPASS HEALTH CORP | $1,157 | +23.7% | 14 | 0.0% | 0.00% | – | |
| NIO | Sell | NIO INCspon ads | $563 | -75.2% | 125 | -50.0% | 0.00% | -100.0% |
| BK | BANK NEW YORK MELLON CORP | $744 | +11.5% | 13 | 0.0% | 0.00% | – | |
| VRDN | VIRIDIAN THERAPEUTICS INC | $701 | -19.6% | 40 | 0.0% | 0.00% | – | |
| Sell | LUCID GROUP INC | $428 | -66.1% | 150 | -50.0% | 0.00% | -100.0% | |
| ADAP | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $830 | +99.0% | 525 | 0.0% | 0.00% | – | |
| NCR | NCR VOYIX CORPORATION | $76 | -25.5% | 6 | 0.0% | 0.00% | – | |
| IDEV | ISHARES TRcore msci intl | $1,142 | +5.4% | 17 | 0.0% | 0.00% | – | |
| XPEV | Sell | XPENG INCads | $845 | -73.7% | 110 | -50.0% | 0.00% | -100.0% |
| VRCA | VERRICA PHARMACEUTICALS INC | $125 | -18.8% | 21 | 0.0% | 0.00% | – | |
| UPST | UPSTART HLDGS INC | $485 | -34.1% | 18 | 0.0% | 0.00% | – | |
| Sell | ZIMVIE INC | $165 | -53.5% | 10 | -50.0% | 0.00% | – | |
| UNITY BIOTECHNOLOGY INC | $164 | -15.0% | 100 | 0.0% | 0.00% | – | ||
| GILD | GILEAD SCIENCES INC | $367 | -9.6% | 5 | 0.0% | 0.00% | – | |
| INDA | ISHARES TRmsci india etf | $774 | +5.6% | 15 | 0.0% | 0.00% | – | |
| GINKGO BIOWORKS HOLDINGS INC | $140 | -31.0% | 120 | 0.0% | 0.00% | – | ||
| DLTR | DOLLAR TREE INC | $1,066 | -6.2% | 8 | 0.0% | 0.00% | – | |
| VPN | New | GLOBAL X FDSdata ctr reits | $1,011 | – | 65 | +100.0% | 0.00% | – |
| MAPS | Exit | WM TECHNOLOGY INC | $0 | – | -50 | -100.0% | 0.00% | – |
| POOL | POOL CORP | $807 | +1.1% | 2 | 0.0% | 0.00% | – | |
| BBY | Buy | BEST BUY INC | $1 | 0.0% | 0 | +100.0% | 0.00% | – |
| LAZR | LUMINAR TECHNOLOGIES INC | $394 | -41.5% | 200 | 0.0% | 0.00% | – | |
| GTO | Exit | INVESCO ACTIVELY MANAGED ETFtotal return | $0 | – | -22 | -100.0% | 0.00% | – |
| TCS | CONTAINER STORE GROUP INC | $228 | -50.0% | 200 | 0.0% | 0.00% | – | |
| ADM | ARCHER DANIELS MIDLAND CO | $1,131 | -13.0% | 18 | 0.0% | 0.00% | -100.0% | |
| UAA | UNDER ARMOUR INCcl a | $738 | -16.0% | 100 | 0.0% | 0.00% | – | |
| NHC | Exit | NATIONAL HEALTHCARE CORP | $0 | – | -10 | -100.0% | 0.00% | – |
| MUSTANG BIO INC | $35 | -22.2% | 33 | 0.0% | 0.00% | – | ||
| TDC | TERADATA CORP DEL | $233 | -11.1% | 6 | 0.0% | 0.00% | – | |
| CG | CARLYLE GROUP INC | $104 | +67.7% | 12 | 0.0% | 0.00% | – | |
| Sell | RIVIAN AUTOMOTIVE INC | $1,095 | -76.7% | 100 | -50.0% | 0.00% | -100.0% | |
| BHF | BRIGHTHOUSE FINL INC | $104 | -1.9% | 2 | 0.0% | 0.00% | – | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $672 | +17.1% | 9 | 0.0% | 0.00% | – | |
| STWD | STARWOOD PPTY TR INC | $1,220 | -3.3% | 60 | 0.0% | 0.00% | -100.0% | |
| SEE | SEALED AIR CORP NEW | $744 | +1.8% | 20 | 0.0% | 0.00% | – | |
| TRUP | TRUPANION INC | $636 | -9.4% | 23 | 0.0% | 0.00% | – | |
| AMTD IDEA GROUPspon ads | $2 | 0.0% | 1 | 0.0% | 0.00% | – | ||
| SSKN | STRATA SKIN SCIENCES INC | $1,134 | -31.3% | 3,000 | 0.0% | 0.00% | -100.0% | |
| BNTX | BIONTECH SEsponsored ads | $923 | -12.6% | 10 | 0.0% | 0.00% | – | |
| EXPE | EXPEDIA GROUP INC | $827 | -9.2% | 6 | 0.0% | 0.00% | – | |
| EFC | Exit | ELLINGTON FINANCIAL INC | $0 | – | -18 | -100.0% | 0.00% | – |
| MP | MP MATERIALS CORP | $286 | -28.0% | 20 | 0.0% | 0.00% | – | |
| APPN | APPIAN CORPcl a | $400 | +6.1% | 10 | 0.0% | 0.00% | – | |
| MLHR | MILLERKNOLL INC | $867 | -7.2% | 35 | 0.0% | 0.00% | – | |
| VGR | VECTOR GROUP LTD | $494 | -2.8% | 45 | 0.0% | 0.00% | – | |
| HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -18 | -100.0% | 0.00% | – |
| FSLR | FIRST SOLAR INC | $507 | -1.9% | 3 | 0.0% | 0.00% | – | |
| MAT | New | MATTEL INC | $595 | – | 30 | +100.0% | 0.00% | – |
| GUNR | Exit | FLEXSHARES TRmornstar upstr | $0 | – | -1 | -100.0% | 0.00% | – |
| Exit | NET LEASE OFFICE PROPERTIES | $0 | – | -6 | -100.0% | 0.00% | – | |
| EMLC | Exit | VANECK ETF TRUSTjp mrgan em loc | $0 | – | -25 | -100.0% | 0.00% | – |
| HSBC | Exit | HSBC HLDGS PLCspon adr new | $0 | – | -25 | -100.0% | 0.00% | – |
| ITB | Exit | ISHARES TRcall | $0 | – | -300 | -100.0% | 0.00% | – |
| LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -100 | -100.0% | 0.00% | – |
| WEN | Exit | WENDYS CO | $0 | – | -100 | -100.0% | -0.00% | – |
| NXST | Exit | NEXSTAR MEDIA GROUP INC | $0 | – | -20 | -100.0% | -0.00% | – |
| ICLR | Exit | ICON PLC | $0 | – | -11 | -100.0% | -0.00% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -23 | -100.0% | -0.00% | – |
| EWCO | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500a eql | $0 | – | -94 | -100.0% | -0.00% | – |
| AWAY | Exit | ETF MANAGERS TRetfmg travel tec | $0 | – | -123 | -100.0% | -0.00% | – |
| NOK | Exit | NOKIA CORPcall | $0 | – | -1,000 | -100.0% | -0.00% | – |
| LMND | Exit | LEMONADE INCcall | $0 | – | -100 | -100.0% | -0.00% | – |
| MCY | Exit | MERCURY GENL CORP NEW | $0 | – | -75 | -100.0% | -0.00% | – |
| Exit | HEALTHCARE RLTY TR | $0 | – | -222 | -100.0% | -0.00% | – | |
| RY | Exit | ROYAL BK CDA | $0 | – | -54 | -100.0% | -0.00% | – |
| CUBA | Exit | HERZFELD CARIBBEAN BASIN FD | $0 | – | -1,908 | -100.0% | -0.00% | – |
| OKTA | Exit | OKTA INCcall | $0 | – | -100 | -100.0% | -0.00% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| FTXH | Exit | FIRST TR EXCHANGE-TRADED FDnasdq phrmtcls | $0 | – | -260 | -100.0% | -0.00% | – |
| ASAN | Exit | ASANA INCcall | $0 | – | -400 | -100.0% | -0.00% | – |
| U | Exit | UNITY SOFTWARE INCcall | $0 | – | -200 | -100.0% | -0.00% | – |
| IAT | Exit | ISHARES TRus regnl bks etf | $0 | – | -234 | -100.0% | -0.00% | – |
| IDA | Exit | IDACORP INC | $0 | – | -100 | -100.0% | -0.00% | – |
| NVTA | Exit | INVITAE CORPcall | $0 | – | -1,000 | -100.0% | -0.00% | – |
| SNPS | Exit | SYNOPSYS INC | $0 | – | -20 | -100.0% | -0.00% | – |
| JHX | Exit | JAMES HARDIE INDS PLCsponsored adr | $0 | – | -250 | -100.0% | -0.00% | – |
| IDRV | Exit | ISHARES TRself drivng ev | $0 | – | -259 | -100.0% | -0.00% | – |
| DOCU | Exit | DOCUSIGN INCcall | $0 | – | -200 | -100.0% | -0.00% | – |
| Exit | RIVIAN AUTOMOTIVE INCcall | $0 | – | -500 | -100.0% | -0.01% | – | |
| APPN | Exit | APPIAN CORPcall | $0 | – | -300 | -100.0% | -0.01% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -82 | -100.0% | -0.01% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcall | $0 | – | -200 | -100.0% | -0.01% | – |
| NVMI | Exit | NOVA LTD | $0 | – | -100 | -100.0% | -0.01% | – |
| X | Exit | UNITED STATES STL CORP NEWcall | $0 | – | -600 | -100.0% | -0.01% | – |
| HACK | Exit | ETF MANAGERS TRprime cybr scrty | $0 | – | -248 | -100.0% | -0.01% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVcall | $0 | – | -300 | -100.0% | -0.01% | – |
| PATH | Exit | UIPATH INCcall | $0 | – | -300 | -100.0% | -0.01% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -215 | -100.0% | -0.01% | – |
| GMED | Exit | GLOBUS MED INCcl a | $0 | – | -300 | -100.0% | -0.01% | – |
| SNAP | Exit | SNAP INCcall | $0 | – | -400 | -100.0% | -0.01% | – |
| DWX | Exit | SPDR INDEX SHS FDSs&p intl etf | $0 | – | -669 | -100.0% | -0.01% | – |
| Exit | CANADIAN PACIFIC KANSAS CITYcall | $0 | – | -300 | -100.0% | -0.01% | – | |
| IYZ | Exit | ISHARES TR | $0 | – | -1,095 | -100.0% | -0.01% | – |
| BB | Exit | BLACKBERRY LTDcall | $0 | – | -2,000 | -100.0% | -0.01% | – |
| AVDL | Exit | AVADEL PHARMACEUTICALS PLCcall | $0 | – | -2,000 | -100.0% | -0.01% | – |
| KKR | Exit | KKR & CO INCcall | $0 | – | -400 | -100.0% | -0.01% | – |
| FLGT | Exit | FULGENT GENETICS INCcall | $0 | – | -600 | -100.0% | -0.02% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INCcall | $0 | – | -100 | -100.0% | -0.02% | – |
| CYBR | Exit | CYBERARK SOFTWARE LTDcall | $0 | – | -200 | -100.0% | -0.02% | – |
| DVN | Exit | DEVON ENERGY CORP NEWcall | $0 | – | -1,000 | -100.0% | -0.02% | – |
| ACN | Exit | ACCENTURE PLC IRELANDcall | $0 | – | -200 | -100.0% | -0.02% | – |
| WIX | Exit | WIX COM LTDcall | $0 | – | -400 | -100.0% | -0.02% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -338 | -100.0% | -0.03% | – |
| HUBS | Exit | HUBSPOT INCcall | $0 | – | -300 | -100.0% | -0.07% | – |
| TSLA | Exit | TESLA INCcall | $0 | – | -6,000 | -100.0% | -0.62% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 27 | Q2 2024 | 8.4% |
| MICROSOFT CORP | 27 | Q2 2024 | 5.4% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 4.6% |
| BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 5.6% |
| JOHNSON & JOHNSON | 27 | Q2 2024 | 4.3% |
| VANGUARD WORLD FDS | 27 | Q2 2024 | 3.0% |
| SPDR SER TR | 27 | Q2 2024 | 3.2% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 2.8% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 2.2% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 2.1% |
View Carmichael Hill & Associates, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-02 |
| 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 |
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.