$504 Million is the total value of Ford Financial Group, LLC's 549 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 428.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MMM | 3M COMPANY | $213,511,000 | +101571.9% | 1,202 | 0.0% | 42.40% | +52242.0% | |
| SPYG | Buy | SPDR PORTFOLIOprtflo s&p500 gw | $32,215,000 | +20.5% | 444,539 | +6.5% | 6.40% | -37.9% |
| SPYV | Sell | SPDR PORTFOLIOprtflo s&p500 vl | $29,387,000 | +2.2% | 699,702 | -5.1% | 5.84% | -47.3% |
| VTI | Buy | VANGUARD TOTALtotal stk mkt | $26,914,000 | +13.8% | 111,476 | +4.6% | 5.34% | -41.3% |
| IEFA | Sell | ISHARES COREcore msci eafe | $16,150,000 | -0.1% | 216,377 | -0.6% | 3.21% | -48.5% |
| IWP | Buy | ISHARES RUSSELLrus md cp gr etf | $8,056,000 | +2.9% | 69,920 | +0.1% | 1.60% | -46.9% |
| VBK | Buy | VANGUARD SMALLsml cp grw etf | $7,935,000 | +0.9% | 28,161 | +0.3% | 1.58% | -48.0% |
| IWS | Buy | ISHARES RUSSrus mdcp val etf | $7,902,000 | +8.4% | 64,571 | +0.3% | 1.57% | -44.1% |
| SPY | Sell | SPDR S&Ptr unit | $7,874,000 | +9.1% | 16,579 | -1.4% | 1.56% | -43.7% |
| IVV | Buy | ISHARES COREcore s&p500 etf | $7,629,000 | +16.1% | 15,994 | +4.8% | 1.52% | -40.1% |
| IJH | Sell | ISHARES COREcore s&p mcp etf | $7,621,000 | +3.1% | 26,924 | -4.2% | 1.51% | -46.8% |
| BND | Sell | VANGUARD TOTALtotal bnd mrkt | $7,217,000 | -14.6% | 85,158 | -13.8% | 1.43% | -55.9% |
| VBR | Buy | VANGUARD SMALLsm cp val etf | $6,919,000 | +7.9% | 38,688 | +2.1% | 1.37% | -44.3% |
| QQQ | Sell | INVESCO QQQunit ser 1 | $5,682,000 | +10.8% | 14,282 | -0.3% | 1.13% | -42.9% |
| VCIT | Sell | VANGUARD INTERMEDIATEint-term corp | $5,204,000 | -13.8% | 56,104 | -12.2% | 1.03% | -55.6% |
| IUSG | Sell | ISHARES S&Pcore s&p us gwt | $4,734,000 | +0.6% | 40,939 | -10.9% | 0.94% | -48.1% |
| RPV | Sell | INVESCO S&Ps&p500 pur val | $4,575,000 | +1.0% | 56,604 | -5.3% | 0.91% | -48.0% |
| QUAL | Sell | ISHARES MSCImsci usa qlt fct | $4,554,000 | +1.2% | 31,289 | -8.4% | 0.90% | -47.8% |
| IEMG | Sell | ISHARES COREcore msci emkt | $4,535,000 | -7.8% | 75,765 | -4.8% | 0.90% | -52.4% |
| RLY | Buy | SPDR SSGAmult ass rlrtn | $4,510,000 | +4.3% | 167,057 | +10.4% | 0.90% | -46.2% |
| VO | Buy | VANGUARD MIDmid cap etf | $4,469,000 | +7.9% | 17,542 | +0.2% | 0.89% | -44.4% |
| VTIP | Buy | VANGUARD SHORTstrm infproidx | $4,324,000 | +3.5% | 84,134 | +5.9% | 0.86% | -46.6% |
| CLM | Buy | CORNERSTONE STRATEGIC | $4,227,000 | +14.1% | 295,803 | +2.1% | 0.84% | -41.2% |
| AAPL | Sell | APPLE INC | $4,021,000 | +24.2% | 22,645 | -1.1% | 0.80% | -36.0% |
| CRF | Buy | CORNERSTONE TOTAL | $3,873,000 | +12.6% | 281,690 | +1.6% | 0.77% | -42.0% |
| IWM | Sell | ISHARES RUSSELLrussell 2000 etf | $3,281,000 | -6.5% | 14,750 | -8.0% | 0.65% | -51.7% |
| IUSV | Sell | ISHARES COREcore s&p us vlu | $2,469,000 | -0.1% | 32,353 | -7.3% | 0.49% | -48.5% |
| USHY | Sell | ISHARES BROADbroad usd high | $2,340,000 | -10.8% | 56,810 | -10.2% | 0.46% | -54.0% |
| NTSX | Sell | WISDOMTREE U Sus efficient cor | $2,287,000 | -5.9% | 51,592 | -13.6% | 0.45% | -51.5% |
| USMV | Sell | ISHARES MSCImsci usa min vol | $2,181,000 | +9.9% | 26,960 | -0.1% | 0.43% | -43.3% |
| IAU | Sell | ISHARES GOLDishares new | $2,018,000 | +4.1% | 57,993 | -0.1% | 0.40% | -46.3% |
| FTSM | Sell | FIRST TRUSTfirst tr enh new | $1,897,000 | -10.6% | 31,736 | -10.3% | 0.38% | -53.9% |
| EMB | Sell | ISHARES JPMORGANjpmorgan usd emg | $1,859,000 | -9.0% | 17,050 | -8.2% | 0.37% | -53.1% |
| O | Buy | REALTY INCOME | $1,471,000 | +17.1% | 20,558 | +6.1% | 0.29% | -39.7% |
| AMZN | Buy | AMAZON COM | $1,387,000 | +13.9% | 416 | +12.1% | 0.28% | -41.4% |
| QYLD | Buy | GLOBAL Xnasdaq 100 cover | $1,369,000 | +10.2% | 61,725 | +9.6% | 0.27% | -43.1% |
| BRKB | Buy | BERKSHIRE HATHAWAYcl b new | $1,358,000 | +12.8% | 4,542 | +2.9% | 0.27% | -41.8% |
| CVX | Sell | CHEVRON CORP | $1,184,000 | +13.7% | 10,093 | -1.7% | 0.24% | -41.4% |
| VIG | Buy | VANGUARD DIVIDENDdiv app etf | $1,156,000 | +11.9% | 6,735 | +0.1% | 0.23% | -42.2% |
| SRLN | Buy | SPDR BLACKSTONEblackstone senr | $1,139,000 | +100.2% | 24,968 | +101.7% | 0.23% | +3.2% |
| IVOL | Buy | KRANESHARES QUADRATICquadrtc int rt | $1,139,000 | +10.7% | 42,421 | +14.9% | 0.23% | -42.9% |
| FVD | Buy | FIRST TRUST | $1,011,000 | +11.2% | 23,510 | +1.4% | 0.20% | -42.6% |
| IJR | Buy | ISHARES COREcore s&p scp etf | $991,000 | +6.9% | 8,660 | +2.0% | 0.20% | -44.8% |
| DGRO | Buy | ISHARES COREcore div grwth | $987,000 | +12.3% | 17,774 | +1.5% | 0.20% | -42.2% |
| MSFT | Sell | MICROSOFT CORP | $927,000 | +13.0% | 2,757 | -5.2% | 0.18% | -41.8% |
| OPP | Sell | RIVERNORTH DOUBLELINE | $824,000 | -2.5% | 58,032 | -0.0% | 0.16% | -49.5% |
| FDN | Buy | FIRST TRUSTdj internt idx | $718,000 | +5.9% | 3,178 | +10.4% | 0.14% | -45.2% |
| JPST | Sell | JPMORGANultra shrt inc | $713,000 | -12.6% | 14,134 | -12.2% | 0.14% | -54.8% |
| PYPL | Buy | PAYPAL HOLDINGS | $679,000 | +10.4% | 3,605 | +52.4% | 0.14% | -43.0% |
| EFAV | Buy | ISHARES MSCImsci eafe min vl | $650,000 | +4.7% | 8,468 | +2.7% | 0.13% | -46.0% |
| FTF | Buy | FRANKLIN LTD | $634,000 | +0.2% | 69,761 | +0.2% | 0.13% | -48.4% |
| EPRT | ESSENTIAL PROPERTIES | $609,000 | +3.2% | 21,150 | 0.0% | 0.12% | -46.7% | |
| RSP | Buy | INVESCO S&Ps&p500 eql wgt | $594,000 | +9.4% | 3,653 | +0.7% | 0.12% | -43.5% |
| PFFV | New | GLOBAL Xrate preferred | $585,000 | – | 21,116 | +100.0% | 0.12% | – |
| CSCO | Buy | CISCO SYSTEMS | $503,000 | +19.8% | 7,941 | +2.9% | 0.10% | -38.3% |
| VOE | Buy | VANGUARD MIDmcap vl idxvip | $501,000 | +10.1% | 3,334 | +2.2% | 0.10% | -43.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $480,000 | +0.6% | 166 | -7.3% | 0.10% | -48.4% |
| MGK | Sell | VANGUARD MEGAmega grwth ind | $473,000 | +9.0% | 1,814 | -1.9% | 0.09% | -43.7% |
| COST | Sell | COSTCO WHOLESALE | $455,000 | +23.0% | 802 | -2.8% | 0.09% | -37.1% |
| BA | Sell | BOEING COMPANY | $447,000 | -9.1% | 2,224 | -0.6% | 0.09% | -52.9% |
| XOM | Sell | EXXON MOBIL | $441,000 | +2.1% | 7,216 | -1.9% | 0.09% | -47.0% |
| UNP | Sell | UNION PACIFIC CORP | $418,000 | +25.1% | 1,663 | -2.4% | 0.08% | -35.7% |
| ADBE | Sell | ADOBE INC | $401,000 | -4.5% | 708 | -3.0% | 0.08% | -50.6% |
| GIS | GENERAL MILLS | $394,000 | +12.6% | 5,858 | 0.0% | 0.08% | -42.2% | |
| HD | Sell | HOME DEPOT | $378,000 | +22.3% | 913 | -3.3% | 0.08% | -37.0% |
| CVCY | CENTRAL VY | $377,000 | -3.3% | 18,160 | 0.0% | 0.08% | -50.0% | |
| VVR | Buy | INVESCO SENIOR | $367,000 | +99.5% | 84,961 | +104.7% | 0.07% | +2.8% |
| STIP | Buy | ISHARES 0-50-5 yr tips etf | $361,000 | +54.3% | 3,418 | +53.9% | 0.07% | -20.0% |
| MTUM | Buy | ISHARES MSCImsci usa mmentm | $357,000 | +3.8% | 1,968 | +0.3% | 0.07% | -46.2% |
| CCD | CALAMOS DYNAMIC | $353,000 | +3.5% | 11,237 | 0.0% | 0.07% | -46.6% | |
| TSLA | Sell | TESLA INC | $337,000 | 0.0% | 319 | -26.7% | 0.07% | -48.5% |
| V | Sell | VISA INC | $337,000 | -73.6% | 1,557 | -72.8% | 0.07% | -86.4% |
| PEP | PEPSICO INC | $330,000 | +15.4% | 1,904 | 0.0% | 0.07% | -40.0% | |
| CRM | Sell | SALESFORCE.COM INC | $323,000 | -9.5% | 1,273 | -3.4% | 0.06% | -53.3% |
| HOG | Buy | HARLEY DAVIDSON | $305,000 | +4.5% | 8,100 | +1.2% | 0.06% | -45.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $300,000 | -1.6% | 1,757 | -7.0% | 0.06% | -48.7% |
| DIS | Buy | WALT DISNEY | $291,000 | -4.9% | 1,879 | +3.8% | 0.06% | -50.8% |
| SDY | Buy | SPDR SERIESs&p divid etf | $294,000 | +10.5% | 2,284 | +0.7% | 0.06% | -43.1% |
| MPW | MEDICAL PROPERTIES | $281,000 | +17.6% | 11,925 | 0.0% | 0.06% | -39.1% | |
| NEM | Buy | NEWMONT CORP | $280,000 | +16.2% | 4,515 | +1.6% | 0.06% | -39.8% |
| SPG | Buy | SIMON PROPERTY | $270,000 | +28.6% | 1,690 | +4.3% | 0.05% | -33.3% |
| INTC | Buy | INTEL CORP | $267,000 | +0.4% | 5,195 | +3.7% | 0.05% | -48.0% |
| LOW | LOWES COMPANIES | $262,000 | +27.8% | 1,015 | 0.0% | 0.05% | -34.2% | |
| SDIV | Buy | GLOBAL Xglb x superdiv | $260,000 | -6.1% | 21,201 | +1.2% | 0.05% | -51.4% |
| FB | Sell | META PLATFORMScl a | $256,000 | -13.8% | 762 | -13.2% | 0.05% | -55.3% |
| VZ | New | VERIZON COMMUNICATIONS | $249,000 | – | 4,798 | +100.0% | 0.05% | – |
| JETS | New | ETF SERus glb jets | $246,000 | – | 11,704 | +100.0% | 0.05% | – |
| HYGH | New | ISHARES INTERESTit rt hdg hgyl | $244,000 | – | 2,776 | +100.0% | 0.05% | – |
| ES | EVERSOURCE ENERGY | $240,000 | +11.1% | 2,642 | 0.0% | 0.05% | -42.2% | |
| IVZ | Sell | INVESCO LTD | $237,000 | -5.2% | 10,315 | -0.8% | 0.05% | -51.0% |
| IGBH | New | ISHARES INTERESTint rt hd long | $239,000 | – | 9,652 | +100.0% | 0.05% | – |
| IWF | Buy | ISHARES RUSSELLrus 1000 grw etf | $238,000 | +11.7% | 779 | +0.1% | 0.05% | -42.7% |
| UNH | Sell | UNITEDHEALTH GROUP | $238,000 | +16.1% | 475 | -9.7% | 0.05% | -40.5% |
| ORCL | Sell | ORACLE CORP | $230,000 | -0.9% | 2,648 | -0.9% | 0.05% | -48.3% |
| ADP | New | AUTOMATIC DATA | $227,000 | – | 923 | +100.0% | 0.04% | – |
| CHI | CALAMOS CONVERTIBLEsh ben int | $226,000 | +0.9% | 15,000 | 0.0% | 0.04% | -47.7% | |
| UTF | New | COHEN & STEERS | $218,000 | – | 7,672 | +100.0% | 0.04% | – |
| ADI | ANALOG DEVICES | $210,000 | +5.0% | 1,200 | 0.0% | 0.04% | -45.5% | |
| SPTM | New | SPDR PORTFOLIOportfoli s&p1500 | $208,000 | – | 3,564 | +100.0% | 0.04% | – |
| NZF | NUVEEN MUNICIPAL | $205,000 | +2.5% | 12,000 | 0.0% | 0.04% | -46.8% | |
| RIV | New | RIVERNORTH OPPORTUNITIES | $202,000 | – | 12,680 | +100.0% | 0.04% | – |
| EIS | New | ISHARES MSCImsci israel etf | $201,000 | – | 2,589 | +100.0% | 0.04% | – |
| SRE | New | SEMPRA | $201,000 | – | 1,523 | +100.0% | 0.04% | – |
| EXG | Buy | EATON VANCE | $197,000 | +8.2% | 18,474 | +1.0% | 0.04% | -44.3% |
| TIP | New | ISHARES TIPStips bd etf | $194,000 | – | 1,503 | +100.0% | 0.04% | – |
| PWZ | New | INVESCO CALIFORNIAcalif amt mun | $189,000 | – | 6,784 | +100.0% | 0.04% | – |
| TOTL | Sell | SPDR DOUBLELINEspdr tr tactic | $192,000 | -45.5% | 4,073 | -44.2% | 0.04% | -72.1% |
| REGL | New | PROSHARES S&Ps&p mdcp 400 div | $184,000 | – | 2,505 | +100.0% | 0.04% | – |
| NKE | New | NIKE INCcl b | $180,000 | – | 1,080 | +100.0% | 0.04% | – |
| BLK | New | BLACKROCK INC | $183,000 | – | 200 | +100.0% | 0.04% | – |
| IVH | DELAWARE IVY | $176,000 | +1.7% | 12,700 | 0.0% | 0.04% | -47.8% | |
| TDOC | Sell | TELADOC HEALTH | $175,000 | -34.7% | 1,910 | -9.9% | 0.04% | -66.0% |
| EVV | Buy | EATON VANCE | $174,000 | 0.0% | 13,348 | +0.8% | 0.04% | -47.8% |
| PGHY | New | INVESCO GLOBALgbl srt trm hy | $169,000 | – | 7,947 | +100.0% | 0.03% | – |
| JPM | New | JPMORGAN CHASE | $169,000 | – | 1,068 | +100.0% | 0.03% | – |
| EIX | New | EDISON INTL | $167,000 | – | 2,457 | +100.0% | 0.03% | – |
| SYK | New | STRYKER CORP | $165,000 | – | 620 | +100.0% | 0.03% | – |
| SNOW | New | SNOWFLAKE INCcl a | $165,000 | – | 490 | +100.0% | 0.03% | – |
| PJP | New | INVESCO DYNAMICdynmc phrmctls | $161,000 | – | 1,988 | +100.0% | 0.03% | – |
| PAYX | New | PAYCHEX INC | $156,000 | – | 1,150 | +100.0% | 0.03% | – |
| PFE | New | PFIZER INC | $151,000 | – | 2,569 | +100.0% | 0.03% | – |
| QCOM | New | QUALCOMM INC | $148,000 | – | 812 | +100.0% | 0.03% | – |
| IHF | New | ISHARES U Sus hlthcr pr etf | $147,000 | – | 506 | +100.0% | 0.03% | – |
| MUC | New | BLACKROCK MUNIHOLDINGS | $146,000 | – | 9,500 | +100.0% | 0.03% | – |
| IGD | Buy | VOYA GLOBAL | $145,000 | +5.8% | 23,463 | +0.5% | 0.03% | -45.3% |
| CEV | EATON VANCEsh ben int | $148,000 | -0.7% | 11,000 | 0.0% | 0.03% | -49.1% | |
| AFL | New | AFLAC INC | $139,000 | – | 2,390 | +100.0% | 0.03% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $141,000 | – | 49 | +100.0% | 0.03% | – |
| BAC | Sell | BANK AMERICA | $142,000 | -33.0% | 3,212 | -35.7% | 0.03% | -65.9% |
| EPR | New | EPR PROPERTIES | $140,000 | – | 2,957 | +100.0% | 0.03% | – |
| EEMV | New | ISHARES MSCImsci emerg mrkt | $139,000 | – | 2,228 | +100.0% | 0.03% | – |
| NOBL | New | PROSHARES TRUSTs&p 500 dv arist | $143,000 | – | 1,460 | +100.0% | 0.03% | – |
| BABA | New | ALIBABA GROUPsponsored ads | $137,000 | – | 1,161 | +100.0% | 0.03% | – |
| CI | New | CIGNA CORP | $134,000 | – | 584 | +100.0% | 0.03% | – |
| BME | New | BLACKROCK HEALTH | $138,000 | – | 2,858 | +100.0% | 0.03% | – |
| AMT | New | AMERICAN TOWER | $136,000 | – | 465 | +100.0% | 0.03% | – |
| TJX | New | TJX COS | $134,000 | – | 1,767 | +100.0% | 0.03% | – |
| SPSM | New | SPDR PORTFOLIOportfolio s&p600 | $132,000 | – | 2,973 | +100.0% | 0.03% | – |
| TMO | New | THERMO FISHER | $133,000 | – | 200 | +100.0% | 0.03% | – |
| FIBR | Sell | ISHARES U Su.s. fixed incme | $129,000 | -50.2% | 1,300 | -49.8% | 0.03% | -74.0% |
| IEF | New | ISHARES 7-10YRbarclays 7 10 yr | $129,000 | – | 1,125 | +100.0% | 0.03% | – |
| SLQD | New | ISHARES0-5yr invt gr cp | $126,000 | – | 2,469 | +100.0% | 0.02% | – |
| MCA | New | BLACKROCK MUNIYIELD | $127,000 | – | 8,007 | +100.0% | 0.02% | – |
| ECL | New | ECOLAB INC | $124,000 | – | 529 | +100.0% | 0.02% | – |
| WEC | New | WEC ENERGY | $124,000 | – | 1,285 | +100.0% | 0.02% | – |
| LLY | New | ELI LILLY | $124,000 | – | 450 | +100.0% | 0.02% | – |
| VNQ | New | VANGUARD REALreal estate etf | $128,000 | – | 1,103 | +100.0% | 0.02% | – |
| BAB | New | INVESCO TAXABLEtaxable mun bd | $127,000 | – | 3,877 | +100.0% | 0.02% | – |
| VCSH | New | VANGUARD SHORTshrt trm corp bd | $125,000 | – | 1,549 | +100.0% | 0.02% | – |
| PSA | New | PUBLIC STORAGE | $120,000 | – | 323 | +100.0% | 0.02% | – |
| GLD | New | SPDR GOLD | $117,000 | – | 685 | +100.0% | 0.02% | – |
| NAC | New | NUVEEN CA | $118,000 | – | 7,591 | +100.0% | 0.02% | – |
| XLV | New | SECTOR HEALTHCAREsbi healthcare | $114,000 | – | 815 | +100.0% | 0.02% | – |
| CL | New | COLGATE-PALMOLIVE | $118,000 | – | 1,390 | +100.0% | 0.02% | – |
| BMY | New | BRISTOL MYERS | $110,000 | – | 1,768 | +100.0% | 0.02% | – |
| PG | New | PROCTER & GAMBLE | $112,000 | – | 685 | +100.0% | 0.02% | – |
| SPLV | New | INVESCO EXCHANGEs&p500 low vol | $110,000 | – | 1,602 | +100.0% | 0.02% | – |
| BSRR | New | SIERRA BANCORP | $108,000 | – | 4,000 | +100.0% | 0.02% | – |
| SBUX | New | STARBUCKS CORP | $107,000 | – | 916 | +100.0% | 0.02% | – |
| T | Sell | AT&T INC | $101,000 | -74.6% | 4,127 | -72.0% | 0.02% | -86.9% |
| DGRW | New | WISDOMTREE TRUSTus qtly div grt | $101,000 | – | 1,538 | +100.0% | 0.02% | – |
| XLK | New | SECTOR TECHNOLOGYtechnology | $99,000 | – | 571 | +100.0% | 0.02% | – |
| MSI | New | MOTOROLA SOLUTIONS | $96,000 | – | 357 | +100.0% | 0.02% | – |
| FTCS | New | FIRST TRUSTcap strength etf | $94,000 | – | 1,117 | +100.0% | 0.02% | – |
| VB | New | VANGUARD SMALLsmall cp etf | $94,000 | – | 420 | +100.0% | 0.02% | – |
| MRK | New | MERCK & COMPANY | $94,000 | – | 1,232 | +100.0% | 0.02% | – |
| MS | New | MORGAN STANLEY | $98,000 | – | 1,000 | +100.0% | 0.02% | – |
| AMGN | New | AMGEN INC | $92,000 | – | 409 | +100.0% | 0.02% | – |
| TSM | New | TAIWAN SEMICONDUCTORsponsored ads | $89,000 | – | 740 | +100.0% | 0.02% | – |
| HYD | New | VANECK HIGHhigh yld munietf | $91,000 | – | 1,472 | +100.0% | 0.02% | – |
| CMCSA | New | COMCAST CORPcl a | $93,000 | – | 1,857 | +100.0% | 0.02% | – |
| XLI | New | SECTOR INDUSTRIALsbi int-inds | $93,000 | – | 879 | +100.0% | 0.02% | – |
| SPHQ | New | INVESCO EXCHANGEs&p500 quality | $90,000 | – | 1,700 | +100.0% | 0.02% | – |
| NVG | New | NUVEEN AMT | $89,000 | – | 5,000 | +100.0% | 0.02% | – |
| RTX | New | RAYTHEON TECHNOLOGIES | $87,000 | – | 1,016 | +100.0% | 0.02% | – |
| EPC | New | EDGEWELL PERSONAL | $88,000 | – | 1,940 | +100.0% | 0.02% | – |
| SLV | New | ISHARES SILVERishares | $86,000 | – | 4,000 | +100.0% | 0.02% | – |
| JGH | New | NUVEEN GLOBAL | $87,000 | – | 5,508 | +100.0% | 0.02% | – |
| LQD | New | ISHARES IBOXXiboxx inv cp etf | $87,000 | – | 659 | +100.0% | 0.02% | – |
| FLOT | Sell | ISHARES FLOATINGfltg rate nt etf | $85,000 | -72.3% | 1,681 | -72.2% | 0.02% | -85.6% |
| OMFL | New | INVESCO RUSSELLrusl 1000 dynm | $79,000 | – | 1,562 | +100.0% | 0.02% | – |
| SCHV | New | SCHWAB USus lcap va etf | $79,000 | – | 1,080 | +100.0% | 0.02% | – |
| LIT | New | GLOBAL Xlithium btry etf | $82,000 | – | 975 | +100.0% | 0.02% | – |
| MCD | New | MCDONALDS CORP | $80,000 | – | 300 | +100.0% | 0.02% | – |
| New | GENERAL ELECTRIC | $74,000 | – | 789 | +100.0% | 0.02% | – | |
| SMDV | New | PROSHARES RUSSELLruss 2000 divd | $74,000 | – | 1,120 | +100.0% | 0.02% | – |
| CSQ | New | CALAMOS STRATEGIC | $77,000 | – | 4,000 | +100.0% | 0.02% | – |
| NEV | New | NUVEEN ENHANCED | $78,000 | – | 5,000 | +100.0% | 0.02% | – |
| WABC | New | WESTAMERICA BANCORP | $69,000 | – | 1,200 | +100.0% | 0.01% | – |
| FAST | New | FASTENAL CO | $68,000 | – | 1,070 | +100.0% | 0.01% | – |
| ENR | New | ENERGIZER HOLDINGS | $69,000 | – | 1,740 | +100.0% | 0.01% | – |
| RDVY | New | FIRST TRUSTrisng divd achiv | $71,000 | – | 1,375 | +100.0% | 0.01% | – |
| TGT | New | TARGET CORP | $71,000 | – | 307 | +100.0% | 0.01% | – |
| SO | New | SOUTHERN COMPANY | $68,000 | – | 1,000 | +100.0% | 0.01% | – |
| MQY | New | BLACKROCK MUNIYIELD | $72,000 | – | 4,492 | +100.0% | 0.01% | – |
| AGG | New | ISHARES COREcore us aggbd et | $70,000 | – | 617 | +100.0% | 0.01% | – |
| HYMB | New | SPDR NUVEENnuveen bloomberg | $65,000 | – | 1,084 | +100.0% | 0.01% | – |
| EW | New | EDWARDS LIFESCIENCES | $64,000 | – | 501 | +100.0% | 0.01% | – |
| LHX | New | L3HARRIS TECHNOLOGIES | $63,000 | – | 300 | +100.0% | 0.01% | – |
| WDC | New | WESTERN DIGITAL | $65,000 | – | 1,000 | +100.0% | 0.01% | – |
| PEJ | New | INVESCO DYNAMICdynmc leisure | $65,000 | – | 1,337 | +100.0% | 0.01% | – |
| KO | New | COCA COLA COMPANY | $59,000 | – | 1,006 | +100.0% | 0.01% | – |
| PRU | New | PRUDENTIAL FINANCIAL | $60,000 | – | 559 | +100.0% | 0.01% | – |
| UNIT | New | UNITI GROUP | $60,000 | – | 4,325 | +100.0% | 0.01% | – |
| BGS | New | B&G FOODS | $61,000 | – | 2,000 | +100.0% | 0.01% | – |
| MJ | New | ETFMG ALTERNATIVEetfmg altr hrvst | $60,000 | – | 5,455 | +100.0% | 0.01% | – |
| AMAT | New | APPLIED MATERIALS | $62,000 | – | 400 | +100.0% | 0.01% | – |
| IHI | New | ISHARES U Su.s. med dvc etf | $55,000 | – | 849 | +100.0% | 0.01% | – |
| SDOG | New | ALPS SECTORsectr div dogs | $55,000 | – | 1,027 | +100.0% | 0.01% | – |
| BKNG | New | BOOKING HOLDINGS | $57,000 | – | 24 | +100.0% | 0.01% | – |
| VRSK | New | VERISK ANALYTICS | $56,000 | – | 249 | +100.0% | 0.01% | – |
| TWTR | New | TWITTER INC | $48,000 | – | 1,129 | +100.0% | 0.01% | – |
| BOND | New | PIMCO ACTIVEactive bd etf | $50,000 | – | 463 | +100.0% | 0.01% | – |
| DUK | New | DUKE ENERGY | $52,000 | – | 500 | +100.0% | 0.01% | – |
| ARCC | New | ARES CAPITAL | $52,000 | – | 2,500 | +100.0% | 0.01% | – |
| OHI | New | OMEGA HEALTHCARE | $48,000 | – | 1,650 | +100.0% | 0.01% | – |
| IZRL | New | ARK ISRAELisrael inovate | $50,000 | – | 1,755 | +100.0% | 0.01% | – |
| EPAM | New | EPAM SYSTEMS | $51,000 | – | 77 | +100.0% | 0.01% | – |
| CARR | New | CARRIER GLOBAL | $48,000 | – | 888 | +100.0% | 0.01% | – |
| EFA | New | ISHARES MSCImsci eafe etf | $47,000 | – | 600 | +100.0% | 0.01% | – |
| HSY | New | HERSHEY COMPANY | $47,000 | – | 245 | +100.0% | 0.01% | – |
| YUM | New | YUM BRANDS INC | $44,000 | – | 320 | +100.0% | 0.01% | – |
| TAN | New | INVESCO SOLARsolar etf | $43,000 | – | 566 | +100.0% | 0.01% | – |
| SHY | New | ISHARES 1-3YR1 3 yr treas bd | $47,000 | – | 553 | +100.0% | 0.01% | – |
| TFLO | New | ISHARES TREASURYtrs flt rt bd | $45,000 | – | 911 | +100.0% | 0.01% | – |
| XSOE | New | WISDOMTREE EMERGINGem ex st-owned | $43,000 | – | 1,189 | +100.0% | 0.01% | – |
| MUB | New | ISHARES NATIONALnational mun etf | $44,000 | – | 382 | +100.0% | 0.01% | – |
| HYG | New | ISHARES IBOXXiboxx hi yd etf | $45,000 | – | 526 | +100.0% | 0.01% | – |
| MBB | New | ISHARES MBSmbs etf | $42,000 | – | 400 | +100.0% | 0.01% | – |
| FIW | New | FIRST TRUSTwtr etf | $39,000 | – | 417 | +100.0% | 0.01% | – |
| ABT | New | ABBOTT LABORATORIES | $41,000 | – | 296 | +100.0% | 0.01% | – |
| NCA | Sell | NUVEEN CALIF | $40,000 | -76.6% | 4,000 | -75.4% | 0.01% | -87.9% |
| HON | New | HONEYWELL INTL | $41,000 | – | 200 | +100.0% | 0.01% | – |
| SAP | New | SAP SEspon adr | $42,000 | – | 300 | +100.0% | 0.01% | – |
| ITB | New | ISHARES U Sus home cons etf | $39,000 | – | 480 | +100.0% | 0.01% | – |
| LMT | New | LOCKHEED MARTIN | $41,000 | – | 118 | +100.0% | 0.01% | – |
| KYN | New | KAYNE ANDERSON | $38,000 | – | 5,000 | +100.0% | 0.01% | – |
| MPC | New | MARATHON PETROLEUM | $39,000 | – | 616 | +100.0% | 0.01% | – |
| GS | New | GOLDMAN SACHS | $38,000 | – | 100 | +100.0% | 0.01% | – |
| ABBV | New | ABBVIE INC | $37,000 | – | 276 | +100.0% | 0.01% | – |
| CIBR | New | FIRST TRUSTnasdaq cyb etf | $36,000 | – | 692 | +100.0% | 0.01% | – |
| NXTG | New | FIRST TRUSTindxx nextg etf | $33,000 | – | 408 | +100.0% | 0.01% | – |
| ROBT | New | FIRST TRUSTnasdq artfcial | $33,000 | – | 601 | +100.0% | 0.01% | – |
| HAL | New | HALLIBURTON COMPANY | $34,000 | – | 1,500 | +100.0% | 0.01% | – |
| IBB | New | ISHARES BIOTECHNOLOGYishares biotech | $36,000 | – | 236 | +100.0% | 0.01% | – |
| CHTR | New | CHARTER COMMUNICATIONScl a | $33,000 | – | 51 | +100.0% | 0.01% | – |
| BR | New | BROADRIDGE FINANCIAL | $34,000 | – | 187 | +100.0% | 0.01% | – |
| BGX | New | BLACKSTONE LONG | $33,000 | – | 2,245 | +100.0% | 0.01% | – |
| ROST | New | ROSS STORES | $33,000 | – | 293 | +100.0% | 0.01% | – |
| XLC | New | SELECT SECTOR | $33,000 | – | 427 | +100.0% | 0.01% | – |
| BLOK | New | AMPLIFY BLOCKCHAINblockchain ldr | $33,000 | – | 826 | +100.0% | 0.01% | – |
| SWBI | New | SMITH & WESSON | $36,000 | – | 2,030 | +100.0% | 0.01% | – |
| WFC | New | WELLS FARGO | $37,000 | – | 775 | +100.0% | 0.01% | – |
| IVW | New | ISHARES S&Ps&p 500 grwt etf | $30,000 | – | 359 | +100.0% | 0.01% | – |
| ARKK | New | ARK INNOVATIONinnovation etf | $31,000 | – | 329 | +100.0% | 0.01% | – |
| POST | New | POST HOLDINGS | $30,000 | – | 270 | +100.0% | 0.01% | – |
| NCV | New | VIRTUS ALLIANZGI | $32,000 | – | 5,626 | +100.0% | 0.01% | – |
| TRV | New | TRAVELERS COS | $28,000 | – | 180 | +100.0% | 0.01% | – |
| GRID | New | FIRST TRUSTnasdq cln edge | $32,000 | – | 314 | +100.0% | 0.01% | – |
| COP | New | CONOCOPHILLIPS | $29,000 | – | 410 | +100.0% | 0.01% | – |
| New | JOBY AVIATION | $29,000 | – | 4,000 | +100.0% | 0.01% | – | |
| F | New | FORD MOTOR | $32,000 | – | 1,565 | +100.0% | 0.01% | – |
| AGCO | New | AGCO CORP | $28,000 | – | 246 | +100.0% | 0.01% | – |
| GAB | New | GABELLI EQUITY | $28,000 | – | 4,000 | +100.0% | 0.01% | – |
| SUSA | New | ISHARES MSCImsci usa esg slc | $28,000 | – | 268 | +100.0% | 0.01% | – |
| AMLP | New | ALPS ALERIANalerian mlp | $23,000 | – | 724 | +100.0% | 0.01% | – |
| SLB | New | SCHLUMBERGER LTD | $23,000 | – | 793 | +100.0% | 0.01% | – |
| CAT | New | CATERPILLAR INC | $24,000 | – | 117 | +100.0% | 0.01% | – |
| FAF | New | FIRST AMERICAN | $23,000 | – | 303 | +100.0% | 0.01% | – |
| IWR | New | ISHARES RUSSELLrus mid cap etf | $24,000 | – | 300 | +100.0% | 0.01% | – |
| MELI | New | MERCADOLIBRE INC | $26,000 | – | 20 | +100.0% | 0.01% | – |
| CCI | New | CROWN CASTLE | $26,000 | – | 125 | +100.0% | 0.01% | – |
| UL | New | UNILEVER PLCspon adr new | $26,000 | – | 500 | +100.0% | 0.01% | – |
| IBUY | New | AMPLIFY ONLINEonlin retl etf | $26,000 | – | 306 | +100.0% | 0.01% | – |
| CTSH | New | COGNIZANT TECHcl a | $25,000 | – | 282 | +100.0% | 0.01% | – |
| XLP | New | SECTOR CONSUMERsbi cons stpls | $23,000 | – | 305 | +100.0% | 0.01% | – |
| GOLD | New | BARRICK GOLD | $27,000 | – | 1,437 | +100.0% | 0.01% | – |
| PFG | New | PRINCIPAL FINANCIAL | $26,000 | – | 365 | +100.0% | 0.01% | – |
| VCR | New | VANGUARD CONSUMERconsum dis etf | $22,000 | – | 66 | +100.0% | 0.00% | – |
| CVS | New | CVS HEALTH | $20,000 | – | 199 | +100.0% | 0.00% | – |
| UGI | New | UGI CORP | $21,000 | – | 470 | +100.0% | 0.00% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $22,000 | – | 500 | +100.0% | 0.00% | – |
| PBW | New | INVESCO WILDERHILLwilderhil clan | $18,000 | – | 259 | +100.0% | 0.00% | – |
| TMUS | New | T-MOBILE US | $20,000 | – | 177 | +100.0% | 0.00% | – |
| RDSB | New | ROYAL DUTCHspon adr b | $22,000 | – | 517 | +100.0% | 0.00% | – |
| HIG | New | HARTFORD FINANCIAL | $20,000 | – | 300 | +100.0% | 0.00% | – |
| XLF | New | SECTOR FINANCIALfinancial | $20,000 | – | 522 | +100.0% | 0.00% | – |
| PCG | New | PG&E CORP | $22,000 | – | 1,836 | +100.0% | 0.00% | – |
| DIA | New | SPDR DOWut ser 1 | $19,000 | – | 52 | +100.0% | 0.00% | – |
| ILCV | New | ISHARES MORNINGSTARmorningstar valu | $18,000 | – | 270 | +100.0% | 0.00% | – |
| WPC | New | W P CAREY | $19,000 | – | 232 | +100.0% | 0.00% | – |
| IYH | New | ISHARES U Sus hlthcare etf | $20,000 | – | 68 | +100.0% | 0.00% | – |
| CPNG | New | COUPANG INCcl a | $19,000 | – | 650 | +100.0% | 0.00% | – |
| PFF | New | ISHARES U Spfd and incm sec | $20,000 | – | 524 | +100.0% | 0.00% | – |
| ICLN | New | ISHARES GLOBALgl clean ene etf | $18,000 | – | 854 | +100.0% | 0.00% | – |
| VWO | New | VANGUARD FSTEftse emr mkt etf | $21,000 | – | 441 | +100.0% | 0.00% | – |
| STX | New | SEAGATE TECHNOLOGY | $22,000 | – | 200 | +100.0% | 0.00% | – |
| UPS | New | UNITED PARCELcl b | $16,000 | – | 75 | +100.0% | 0.00% | – |
| HEDJ | New | WISDOMTREE TRUSTeurope hedged eq | $13,000 | – | 166 | +100.0% | 0.00% | – |
| VEA | New | VANGUARD FTSEftse dev mkt etf | $14,000 | – | 283 | +100.0% | 0.00% | – |
| DFAT | New | DIMENSIONAL USus targeted vlu | $15,000 | – | 315 | +100.0% | 0.00% | – |
| AWF | New | ALLIANCEBERNSTEIN GLOBAL | $14,000 | – | 1,175 | +100.0% | 0.00% | – |
| FOX | New | FOX CORP | $17,000 | – | 500 | +100.0% | 0.00% | – |
| IEI | New | ISHARES 3-7YR3 7 yr treas bd | $14,000 | – | 115 | +100.0% | 0.00% | – |
| JFR | New | NUVEEN FLOATING RATE | $15,000 | – | 1,500 | +100.0% | 0.00% | – |
| IIPR | New | INNOVATIVE INDUSTRIAL | $15,000 | – | 58 | +100.0% | 0.00% | – |
| AXP | New | AMERICAN EXPRESS | $16,000 | – | 100 | +100.0% | 0.00% | – |
| XHB | New | SPDR SERIESs&p homebuild | $13,000 | – | 158 | +100.0% | 0.00% | – |
| HWM | New | HOWMET AEROSPACE | $17,000 | – | 550 | +100.0% | 0.00% | – |
| TCBK | New | TRICO BANCSHARES | $13,000 | – | 310 | +100.0% | 0.00% | – |
| U | New | UNITY SOFTWARE | $14,000 | – | 100 | +100.0% | 0.00% | – |
| YUMC | New | YUM CHINA | $15,000 | – | 320 | +100.0% | 0.00% | – |
| XLY | New | CONSUMER DISCRETIONARYsbi cons discr | $14,000 | – | 70 | +100.0% | 0.00% | – |
| WMT | New | WALMART INC | $15,000 | – | 110 | +100.0% | 0.00% | – |
| AVY | New | AVERY DENNISON CORP | $17,000 | – | 79 | +100.0% | 0.00% | – |
| EBAY | New | EBAY INC | $13,000 | – | 200 | +100.0% | 0.00% | – |
| RWO | New | SPDR DOWdj glb rl es etf | $14,000 | – | 260 | +100.0% | 0.00% | – |
| XLE | New | SECTOR ENERGYenergy | $17,000 | – | 320 | +100.0% | 0.00% | – |
| EURN | New | EURONAV NV | $17,000 | – | 2,000 | +100.0% | 0.00% | – |
| PSX | New | PHILLIPS 66 | $12,000 | – | 175 | +100.0% | 0.00% | – |
| ITA | New | ISHARES AEROSPACEus aer def etf | $11,000 | – | 107 | +100.0% | 0.00% | – |
| TOLZ | New | PROSHARES DJdj brkfld glb | $11,000 | – | 245 | +100.0% | 0.00% | – |
| DOW | New | DOW INC | $8,000 | – | 156 | +100.0% | 0.00% | – |
| SHM | New | SPDR NUVEENnuveen blmbrg sh | $12,000 | – | 250 | +100.0% | 0.00% | – |
| JNK | New | SPDR BLOOMBERGbloomberg high y | $12,000 | – | 117 | +100.0% | 0.00% | – |
| ROOF | New | INDEXIQ USus rl est smcp | $10,000 | – | 400 | +100.0% | 0.00% | – |
| DGX | New | QUEST DIAGNOSTICS | $8,000 | – | 50 | +100.0% | 0.00% | – |
| IDA | New | IDACORP INC | $9,000 | – | 80 | +100.0% | 0.00% | – |
| KBE | New | SPDR S&Ps&p bk etf | $9,000 | – | 177 | +100.0% | 0.00% | – |
| XTN | New | SPDR S&Ps&p transn etf | $10,000 | – | 114 | +100.0% | 0.00% | – |
| RIO | New | RIO TINTOsponsored adr | $10,000 | – | 160 | +100.0% | 0.00% | – |
| BEAM | New | BEAM THERAPEUTICS | $10,000 | – | 135 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORPcl a | $11,000 | – | 116 | +100.0% | 0.00% | – |
| RDSA | New | ROYAL DUTCHspons adr a | $8,000 | – | 200 | +100.0% | 0.00% | – |
| ELAN | New | ELANCO ANIMAL | $8,000 | – | 306 | +100.0% | 0.00% | – |
| WRE | New | WASHINGTON REALsh ben int | $12,000 | – | 500 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL | $10,000 | – | 616 | +100.0% | 0.00% | – |
| AWAY | New | ETF MANAGERSetfmg travel tec | $8,000 | – | 345 | +100.0% | 0.00% | – |
| VGT | New | VANGUARD INFORMATIONinf tech etf | $8,000 | – | 18 | +100.0% | 0.00% | – |
| VHT | New | VANGUARD HEALTHhealth car etf | $8,000 | – | 30 | +100.0% | 0.00% | – |
| VDC | New | VANGUARD CONSUMERconsum stp etf | $8,000 | – | 42 | +100.0% | 0.00% | – |
| SMH | New | VANECK SEMICONDUCTORsemiconductr etf | $12,000 | – | 39 | +100.0% | 0.00% | – |
| VFC | New | V F CORP | $8,000 | – | 120 | +100.0% | 0.00% | – |
| COIN | New | COINBASE GLOBAL | $8,000 | – | 32 | +100.0% | 0.00% | – |
| CMF | New | ISHARES CALIFORNIAcalif mun bd etf | $8,000 | – | 134 | +100.0% | 0.00% | – |
| IYJ | New | ISHARES U Sus industrials | $12,000 | – | 112 | +100.0% | 0.00% | – |
| NVS | New | NOVARTIS AGsponsored adr | $10,000 | – | 125 | +100.0% | 0.00% | – |
| HACK | New | ETF MANAGERSprime cybr scrty | $9,000 | – | 155 | +100.0% | 0.00% | – |
| BOTZ | New | GLOBAL Xrbtcs artfl inte | $10,000 | – | 291 | +100.0% | 0.00% | – |
| IDRV | New | ISHARES SELFself drivng ev | $11,000 | – | 205 | +100.0% | 0.00% | – |
| GWW | New | GRAINGER W W | $12,000 | – | 25 | +100.0% | 0.00% | – |
| HPQ | New | HP INC | $8,000 | – | 231 | +100.0% | 0.00% | – |
| New | ORION OFFICE | $9,000 | – | 505 | +100.0% | 0.00% | – | |
| OTIS | New | OTIS WORLDWIDE | $8,000 | – | 100 | +100.0% | 0.00% | – |
| GNMA | New | ISHARES GNMAgnma bond etf | $9,000 | – | 200 | +100.0% | 0.00% | – |
| SCHM | New | SCHWAB USus mid-cap etf | $8,000 | – | 100 | +100.0% | 0.00% | – |
| IFF | New | INTL FLAVOR & FRAGRANCE | $8,000 | – | 58 | +100.0% | 0.00% | – |
| ZTS | New | ZOETIS INCcl a | $12,000 | – | 50 | +100.0% | 0.00% | – |
| GSLC | New | GOLDMAN SACHSactivebeta us lg | $7,000 | – | 76 | +100.0% | 0.00% | – |
| ILTB | New | ISHARES COREcore lt usdb etf | $3,000 | – | 44 | +100.0% | 0.00% | – |
| C | New | CITIGROUP INC | $4,000 | – | 69 | +100.0% | 0.00% | – |
| CHWY | New | CHEWY INCcl a | $5,000 | – | 100 | +100.0% | 0.00% | – |
| GLW | New | CORNING INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| CTVA | New | CORTEVA INC | $7,000 | – | 154 | +100.0% | 0.00% | – |
| CWT | New | CALIFORNIA WATER | $7,000 | – | 104 | +100.0% | 0.00% | – |
| CNX | New | CNX RESOURCES | $6,000 | – | 500 | +100.0% | 0.00% | – |
| META | New | LISTED ROUNDHILLroundhill ball | $6,000 | – | 400 | +100.0% | 0.00% | – |
| L | New | LOEWS CORP | $5,000 | – | 100 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS | $4,000 | – | 100 | +100.0% | 0.00% | – |
| MMC | New | MARSH & MCLENNAN | $3,000 | – | 20 | +100.0% | 0.00% | – |
| MRVL | New | MARVELL TECHNOLOGY | $5,000 | – | 63 | +100.0% | 0.00% | – |
| NVTA | New | INVITAE CORP | $5,000 | – | 350 | +100.0% | 0.00% | – |
| MRNA | New | MODERNA INC | $3,000 | – | 13 | +100.0% | 0.00% | – |
| NCR | New | NCR CORP | $5,000 | – | 125 | +100.0% | 0.00% | – |
| NIO | New | NIO INCspon ads | $3,000 | – | 120 | +100.0% | 0.00% | – |
| NFLX | New | NETFLIX INC | $6,000 | – | 11 | +100.0% | 0.00% | – |
| NVDA | New | NVIDIA CORP | $3,000 | – | 12 | +100.0% | 0.00% | – |
| VCV | New | INVESCO CA | $5,000 | – | 364 | +100.0% | 0.00% | – |
| INTU | New | INTUIT INC | $4,000 | – | 7 | +100.0% | 0.00% | – |
| ON | New | ON SEMICONDUCTOR | $3,000 | – | 50 | +100.0% | 0.00% | – |
| BXMT | New | BLACKSTONE MORTGAGE | $3,000 | – | 120 | +100.0% | 0.00% | – |
| SLAMU | New | SLAM CORPunit 99/99/9999 | $4,000 | – | 500 | +100.0% | 0.00% | – |
| DSU | New | BLACKROCK DEBT | $3,000 | – | 273 | +100.0% | 0.00% | – |
| PHR | New | PHREESIA INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| IBM | New | INTL BUSINESS | $6,000 | – | 50 | +100.0% | 0.00% | – |
| TROW | New | PRICE T | $3,000 | – | 16 | +100.0% | 0.00% | – |
| PCOR | New | PROCORE TECHNOLOGIES | $3,000 | – | 50 | +100.0% | 0.00% | – |
| INSG | New | INSEEGO CORP | $7,000 | – | 1,340 | +100.0% | 0.00% | – |
| QS | New | QUANTUMSCAPE CORP | $3,000 | – | 150 | +100.0% | 0.00% | – |
| RH | New | RH | $4,000 | – | 8 | +100.0% | 0.00% | – |
| ROKU | New | ROKU INC | $4,000 | – | 19 | +100.0% | 0.00% | – |
| BP | New | BP PLCsponsored adr | $3,000 | – | 125 | +100.0% | 0.00% | – |
| HPE | New | HEWLETT PACKARD | $3,000 | – | 244 | +100.0% | 0.00% | – |
| XBI | New | SPDR SERIESs&p biotech | $4,000 | – | 38 | +100.0% | 0.00% | – |
| ARNC | New | ARCONIC CORP | $4,000 | – | 137 | +100.0% | 0.00% | – |
| XOP | New | SPDR SERIESs&p oilgas exp | $5,000 | – | 52 | +100.0% | 0.00% | – |
| HAS | New | HASBRO INC | $5,000 | – | 50 | +100.0% | 0.00% | – |
| DD | New | DUPONT DE | $6,000 | – | 75 | +100.0% | 0.00% | – |
| New | HAGERTY INC | $3,000 | – | 238 | +100.0% | 0.00% | – | |
| NLY | New | ANNALY CAPITAL | $3,000 | – | 500 | +100.0% | 0.00% | – |
| SII | New | SPROTT INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| SFIX | New | STITCH FIX | $4,000 | – | 261 | +100.0% | 0.00% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $5,000 | – | 110 | +100.0% | 0.00% | – |
| PAVE | New | GLOBAL Xus infr dev etf | $7,000 | – | 262 | +100.0% | 0.00% | – |
| HDRO | New | ETF DEFIANCEdefiance next | $3,000 | – | 175 | +100.0% | 0.00% | – |
| TDC | New | TERADATA CORP | $4,000 | – | 100 | +100.0% | 0.00% | – |
| AMP | New | AMERIPRISE FINANCIAL | $6,000 | – | 20 | +100.0% | 0.00% | – |
| USB | New | U S BANCORP DE | $5,000 | – | 102 | +100.0% | 0.00% | – |
| ESGV | New | VANGUARD ESGesg us stk etf | $7,000 | – | 82 | +100.0% | 0.00% | – |
| VAW | New | VANGUARD MATERIALSmaterials etf | $3,000 | – | 18 | +100.0% | 0.00% | – |
| VPU | New | VANGUARD UTILITIESutilities etf | $3,000 | – | 22 | +100.0% | 0.00% | – |
| ARKX | New | ARK SPACEark space expl | $7,000 | – | 378 | +100.0% | 0.00% | – |
| PRNT | New | ARK 3D3d printing etf | $4,000 | – | 126 | +100.0% | 0.00% | – |
| ESG | New | FLEXSHARES STOXXstox us esg slct | $7,000 | – | 62 | +100.0% | 0.00% | – |
| DEA | New | EASTERLY GOVERNMENT | $4,000 | – | 200 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $4,000 | – | 309 | +100.0% | 0.00% | – |
| AMC | New | AMC ENTERTAINMENT | $4,000 | – | 181 | +100.0% | 0.00% | – |
| WSBC | New | WESBANCO INC | $7,000 | – | 220 | +100.0% | 0.00% | – |
| AGGY | New | WISDOMTREE YIELDyield enhancd us | $5,000 | – | 97 | +100.0% | 0.00% | – |
| FMAT | New | FIDELITY MSCImsci matls index | $4,000 | – | 91 | +100.0% | 0.00% | – |
| FSK | New | FS KKR | $6,000 | – | 288 | +100.0% | 0.00% | – |
| JAZZ | New | JAZZ PHARMACEUTICALS | $3,000 | – | 27 | +100.0% | 0.00% | – |
| PSO | New | PEARSON PLCsponsored adr | $2,000 | – | 313 | +100.0% | 0.00% | – |
| OSTK | New | OVERSTOCK.COM INC | $0 | – | 13 | +100.0% | 0.00% | – |
| OGN | New | ORGANON & CO | $1,000 | – | 53 | +100.0% | 0.00% | – |
| GRPN | New | GROUPON INC | $0 | – | 1 | +100.0% | 0.00% | – |
| RIG | New | TRANSOCEAN LTD | $0 | – | 100 | +100.0% | 0.00% | – |
| XLRE | New | SELECT SECTORrl est sel sec | $0 | – | 7 | +100.0% | 0.00% | – |
| New | KYNDRYL HOLDINGS | $0 | – | 9 | +100.0% | 0.00% | – | |
| SHAK | New | SHAKE SHACKcl a | $0 | – | 5 | +100.0% | 0.00% | – |
| APRN | New | BLUE APRONcl a new | $0 | – | 15 | +100.0% | 0.00% | – |
| SBNY | New | SIGNATURE BANK | $1,000 | – | 5 | +100.0% | 0.00% | – |
| FVRR | New | FIVERR INTL | $1,000 | – | 9 | +100.0% | 0.00% | – |
| SIX | New | SIX FLAGS | $0 | – | 6 | +100.0% | 0.00% | – |
| SWKS | New | SKYWORKS SOLUTIONS | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ETSY | New | ETSY INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| SNAP | New | SNAP INCcl a | $0 | – | 8 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| OXYWS | New | OCCIDENTAL PETE*w exp 08/03/202 | $0 | – | 9 | +100.0% | 0.00% | – |
| SPPI | New | SPECTRUM PHARMACEUTICALS | $0 | – | 200 | +100.0% | 0.00% | – |
| SAVE | New | SPIRIT AIRLINES | $0 | – | 7 | +100.0% | 0.00% | – |
| WW | New | WW INTL | $0 | – | 50 | +100.0% | 0.00% | – |
| SQ | New | BLOCK INCcl a | $1,000 | – | 9 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETROLEUM | $2,000 | – | 75 | +100.0% | 0.00% | – |
| XSPA | New | XPRESSPA GROUP | $0 | – | 300 | +100.0% | 0.00% | – |
| EDIT | New | EDITAS MEDICINE | $2,000 | – | 90 | +100.0% | 0.00% | – |
| APH | New | AMPHENOL CORPcl a | $0 | – | 10 | +100.0% | 0.00% | – |
| SPH | New | SUBURBAN PROPANEunit ltd partn | $2,000 | – | 200 | +100.0% | 0.00% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES | $2,000 | – | 10 | +100.0% | 0.00% | – |
| OUSA | New | OSI OSHARESoshares us qualt | $1,000 | – | 22 | +100.0% | 0.00% | – |
| DZSI | New | DZS INC | $1,000 | – | 95 | +100.0% | 0.00% | – |
| ZG | New | ZILLOW GROUPcl a | $1,000 | – | 30 | +100.0% | 0.00% | – |
| New | DIGITAL WORLD | $2,000 | – | 42 | +100.0% | 0.00% | – | |
| Z | New | ZILLOW GROUPcl c cap stk | $1,000 | – | 20 | +100.0% | 0.00% | – |
| TER | New | TERADYNE INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ITI | New | ITERIS INC | $1,000 | – | 425 | +100.0% | 0.00% | – |
| GNL | New | GLOBAL NET | $2,000 | – | 166 | +100.0% | 0.00% | – |
| FANG | New | DIAMONDBACK ENERGY | $2,000 | – | 26 | +100.0% | 0.00% | – |
| TLRY | New | TILRAY INC | $0 | – | 113 | +100.0% | 0.00% | – |
| TSCO | New | TRACTOR SUPPLY | $1,000 | – | 7 | +100.0% | 0.00% | – |
| NTNX | New | NUTANIX INCcl a | $1,000 | – | 45 | +100.0% | 0.00% | – |
| JWN | New | NORDSTROM INC | $0 | – | 28 | +100.0% | 0.00% | – |
| TRMB | New | TRIMBLE INC | $0 | – | 10 | +100.0% | 0.00% | – |
| TRIP | New | TRIPADVISOR INC | $0 | – | 28 | +100.0% | 0.00% | – |
| TWLO | New | TWILIO INCcl a | $1,000 | – | 5 | +100.0% | 0.00% | – |
| TWST | New | TWIST BIOSCIENCE | $1,000 | – | 25 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES | $1,000 | – | 25 | +100.0% | 0.00% | – |
| TSN | New | TYSON FOODScl a | $1,000 | – | 15 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $0 | – | 20 | +100.0% | 0.00% | – |
| ZNGA | New | ZYNGA INCcl a | $0 | – | 14 | +100.0% | 0.00% | – |
| UBER | New | UBER TECHNOLOGIES | $0 | – | 15 | +100.0% | 0.00% | – |
| NKLA | New | NIKOLA CORP | $0 | – | 10 | +100.0% | 0.00% | – |
| AIG | New | AMERICAN INTL | $1,000 | – | 20 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINANCIAL | $0 | – | 7 | +100.0% | 0.00% | – |
| DM | New | DESKTOP METAL | $0 | – | 21 | +100.0% | 0.00% | – |
| GERN | New | GERON CORP | $0 | – | 25 | +100.0% | 0.00% | – |
| PSCT | New | INVESCO S&Ps&p smlcp info | $0 | – | 6 | +100.0% | 0.00% | – |
| OLED | New | UNIVERSAL DISPLAY | $2,000 | – | 15 | +100.0% | 0.00% | – |
| UBX | New | UNITY BIOTECHNOLOGY | $0 | – | 500 | +100.0% | 0.00% | – |
| URBN | New | URBAN OUTFITTERS INC | $0 | – | 30 | +100.0% | 0.00% | – |
| DBI | New | DESIGNER BRANDScl a | $0 | – | 40 | +100.0% | 0.00% | – |
| MNST | New | MONSTER BEVERAGE | $0 | – | 4 | +100.0% | 0.00% | – |
| GRX | New | GABELLI HEALTHCARE | $0 | – | 30 | +100.0% | 0.00% | – |
| AMOV | New | AMERICA MOVILsponsored adr | $1,000 | – | 60 | +100.0% | 0.00% | – |
| EAGG | New | ISHARES ESGesg awr us agrgt | $1,000 | – | 23 | +100.0% | 0.00% | – |
| ALTO | New | ALTO INGREDIENTS | $0 | – | 20 | +100.0% | 0.00% | – |
| MNMD | New | MIND MEDICINE | $0 | – | 200 | +100.0% | 0.00% | – |
| MU | New | MICRON TECHNOLOGY INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC | $2,000 | – | 28 | +100.0% | 0.00% | – |
| New | MICRO FOCUSspon adr new | $0 | – | 25 | +100.0% | 0.00% | – | |
| MET | New | METLIFE INC | $0 | – | 13 | +100.0% | 0.00% | – |
| DAL | New | DELTA AIRLINES | $0 | – | 5 | +100.0% | 0.00% | – |
| CFVI | New | CF ACQUISITION | $0 | – | 25 | +100.0% | 0.00% | – |
| MKC | New | MC CORMICK | $1,000 | – | 15 | +100.0% | 0.00% | – |
| CPRI | New | CAPRI HOLDINGS | $0 | – | 6 | +100.0% | 0.00% | – |
| IVLU | New | ISHARES MSCImsci intl vlu ft | $1,000 | – | 72 | +100.0% | 0.00% | – |
| FCEL | New | FUELCELL ENERGY | $0 | – | 20 | +100.0% | 0.00% | – |
| ERIC | New | ERICSSON TELEPHONEadr b sek 10 | $0 | – | 50 | +100.0% | 0.00% | – |
| MA | New | MASTERCARD INCcl a | $1,000 | – | 3 | +100.0% | 0.00% | – |
| MAR | New | MARRIOTT INTLcl a | $0 | – | 4 | +100.0% | 0.00% | – |
| CEIX | New | CONSOL ENERGY | $1,000 | – | 62 | +100.0% | 0.00% | – |
| FOXA | New | FOX CORP | $0 | – | 4 | +100.0% | 0.00% | – |
| APTV | New | APTIV PLC | $0 | – | 5 | +100.0% | 0.00% | – |
| PLAY | New | DAVE & BUSTERS | $0 | – | 17 | +100.0% | 0.00% | – |
| MFC | New | MANULIFE FINANCIAL | $1,000 | – | 81 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH | $0 | – | 50 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORP | $0 | – | 21 | +100.0% | 0.00% | – |
| STZ | New | CONSTELLATION BRANDScl a | $1,000 | – | 7 | +100.0% | 0.00% | – |
| New | VICTORIAS SECRET | $0 | – | 1 | +100.0% | 0.00% | – | |
| SPCE | New | VIRGIN GALACTIC | $0 | – | 35 | +100.0% | 0.00% | – |
| VLUE | New | ISHARES MSCImsci usa value | $2,000 | – | 23 | +100.0% | 0.00% | – |
| MFA | New | MFA FINANCIAL | $0 | – | 200 | +100.0% | 0.00% | – |
| LYFT | New | LYFT INC | $0 | – | 5 | +100.0% | 0.00% | – |
| LULU | New | LULULEMON ATHLETICA | $1,000 | – | 4 | +100.0% | 0.00% | – |
| CCCC | New | C4 THERAPEUTICS | $1,000 | – | 50 | +100.0% | 0.00% | – |
| CPLP | New | CAPITAL PRODUCT PARTNERSpartnershp units | $2,000 | – | 142 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY | $0 | – | 25 | +100.0% | 0.00% | – |
| WSO | New | WATSCO INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| W | New | WAYFAIR INCcl a | $2,000 | – | 15 | +100.0% | 0.00% | – |
| CRSP | New | CRISPR THERAPEUTICSnamen akt | $1,000 | – | 20 | +100.0% | 0.00% | – |
| New | BATH & BODY | $0 | – | 5 | +100.0% | 0.00% | – | |
| RAD | New | RITE AID | $0 | – | 18 | +100.0% | 0.00% | – |
| New | HIRERIGHT HOLDINGS | $1,000 | – | 100 | +100.0% | 0.00% | – | |
| LITB | New | LIGHTINTHEBOX HOLDINGsponsored adr | $0 | – | 100 | +100.0% | 0.00% | – |
| NAT | New | NORDIC AMERICAN | $2,000 | – | 1,200 | +100.0% | 0.00% | – |
| REV | New | REVLON INCcl a new | $0 | – | 40 | +100.0% | 0.00% | – |
| REGN | New | REGENERON PHARMACEUTICAL | $1,000 | – | 3 | +100.0% | 0.00% | – |
| RRGB | New | RED ROBIN | $0 | – | 10 | +100.0% | 0.00% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $1,000 | – | 20 | +100.0% | 0.00% | – |
| QCLN | New | FIRST TRUSTnas clnedg green | $1,000 | – | 15 | +100.0% | 0.00% | – |
| BMRN | New | BIOMARIN PHARMACEUTICAL | $1,000 | – | 21 | +100.0% | 0.00% | – |
| ANET | New | ARISTA NETWORKS | $1,000 | – | 12 | +100.0% | 0.00% | – |
| HTZZ | New | HERTZ GLOBAL | $2,000 | – | 109 | +100.0% | 0.00% | – |
| TREE | New | LENDINGTREE INC | $0 | – | 6 | +100.0% | 0.00% | – |
| ILMN | New | ILLUMINA INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| SHV | New | ISHARES SHORTshort treas bd | $2,000 | – | 19 | +100.0% | 0.00% | – |
| PSEC | New | PROSPECT CAPITAL | $0 | – | 8 | +100.0% | 0.00% | – |
| Exit | RIVERNORTH DOUBLELINEright 10/01/2021 | $0 | – | -54,999 | -100.0% | 0.00% | – | |
| HTZZW | New | HERTZ GLOBAL*w exp 06/30/205 | $1,000 | – | 65 | +100.0% | 0.00% | – |
| CC | New | CHEMOURS COMPANY | $0 | – | 2 | +100.0% | 0.00% | – |
| ICE | New | INTERCONTINENTAL EXCH | $2,000 | – | 15 | +100.0% | 0.00% | – |
| PINS | New | PINTEREST INCcl a | $0 | – | 22 | +100.0% | 0.00% | – |
| SCHL | New | SCHOLASTIC CORP | $0 | – | 13 | +100.0% | 0.00% | – |
| CIM | New | CHIMERA INVT | $0 | – | 40 | +100.0% | 0.00% | – |
| PBR | New | PETROLEO BRASILEIROsponsored adr | $2,000 | – | 200 | +100.0% | 0.00% | – |
| SMG | New | SCOTTS MIRACLE-GROcl a | $1,000 | – | 7 | +100.0% | 0.00% | – |
| XLB | New | SECTOR MATERIALSsbi materials | $0 | – | 6 | +100.0% | 0.00% | – |
| DIDI | New | DIDI GLOBALsponsored ads | $1,000 | – | 204 | +100.0% | 0.00% | – |
| PENN | New | PENN NATIONAL | $1,000 | – | 20 | +100.0% | 0.00% | – |
| PTON | New | PELOTON INTERACTIVE | $0 | – | 11 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 22 | Q1 2023 | 31.5% |
| VANGUARD TOTAL STOCK MARKET ETF | 22 | Q1 2023 | 24.3% |
| SPDR S&P 500 ETF TR | 22 | Q1 2023 | 11.9% |
| VANGUARD TOTAL BOND MARKET ETF | 21 | Q4 2022 | 4.0% |
| ISHARES TR | 21 | Q4 2022 | 5.5% |
| VANGUARD SMALL CAP VALUE ETF | 21 | Q4 2022 | 7.1% |
| VANGUARD SCOTTSDALE FDS | 21 | Q4 2022 | 3.4% |
| ISHARES TR | 21 | Q4 2022 | 3.0% |
| ISHARES TR | 21 | Q4 2022 | 2.0% |
| SSGA ACTIVE ETF TR | 21 | Q4 2022 | 4.3% |
View Ford Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-05 |
| 13F-HR | 2021-07-26 |
| 13F-HR | 2021-05-04 |
| 13F-HR | 2021-02-09 |
View Ford Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.