Sound Income Strategies, LLC - Q4 2021 holdings

$850 Million is the total value of Sound Income Strategies, LLC's 884 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 16.5% .

 Value Shares↓ Weighting
SHYG BuyISHARES TR0-5yr hi yl cp$49,004,000
+1.2%
1,081,764
+2.1%
5.77%
-7.8%
HYEM BuyVANECK VECTORS ETF TRemerging mkts hi$41,575,000
+1.0%
1,855,192
+4.6%
4.89%
-8.0%
PCY BuyINVESCO EXCH TRADED FD TR IIemrng mkt svrg$37,136,000
+6.9%
1,409,344
+8.2%
4.37%
-2.7%
EMHY BuyISHARES INCjp mrgn em hi bd$36,121,000
+5.3%
838,472
+8.4%
4.25%
-4.1%
ARCC BuyARES CAPITAL CORP$35,617,000
+5.8%
1,680,817
+1.5%
4.19%
-3.7%
HTGC BuyHERCULES CAPITAL INC$34,576,000
+1.4%
2,084,141
+1.5%
4.07%
-7.7%
TSLX BuySIXTH STREET SPECIALTY LENDN$32,025,000
+7.1%
1,369,190
+1.7%
3.77%
-2.5%
PFLT BuyPENNANTPARK FLOATING RATE CA$30,223,000
+2.4%
2,366,688
+2.6%
3.56%
-6.7%
JNK BuySPDR SER TRbloomberg brclys$26,498,000
+8.6%
244,064
+9.4%
3.12%
-1.1%
GBDC BuyGOLUB CAP BDC INC$26,431,000
+2.9%
1,711,856
+5.4%
3.11%
-6.3%
ANGL BuyVANECK VECTORS ETF TRfallen angel hg$26,378,000
+10.0%
800,049
+10.2%
3.10%
+0.2%
SJNK BuySPDR SER TRbloomberg srt tr$25,855,000
+10.2%
952,298
+11.2%
3.04%
+0.4%
FALN BuyISHARES TRfaln angls usd$25,786,000
+10.2%
860,405
+10.7%
3.03%
+0.3%
HYLB BuyDBX ETF TRxtrack usd high$25,359,000
+9.4%
636,533
+10.1%
2.98%
-0.3%
MAIN SellMAIN STR CAP CORP$18,324,000
+7.1%
408,471
-1.9%
2.16%
-2.5%
SDEF BuyTIDAL ETF TRsound enhanced$16,685,000
+57.3%
792,847
+55.2%
1.96%
+43.2%
SDEI BuyTIDAL ETF TRsound equity inm$13,053,000
+29.3%
501,854
+22.3%
1.54%
+17.8%
PFE SellPFIZER INC$11,346,000
+26.3%
192,135
-8.0%
1.34%
+15.0%
ABBV BuyABBVIE INC$11,088,000
+33.0%
81,888
+6.0%
1.30%
+21.2%
PFG BuyPRINCIPAL FINANCIAL GROUP IN$10,450,000
+12.8%
144,472
+0.4%
1.23%
+2.8%
CSWC BuyCAPITAL SOUTHWEST CORP$9,473,000
+1.5%
374,739
+1.1%
1.12%
-7.6%
LYB BuyLYONDELLBASELL INDUSTRIES N$8,797,000
+4.6%
95,382
+6.4%
1.04%
-4.8%
ENB BuyENBRIDGE INC$8,510,000
+5.3%
217,749
+7.3%
1.00%
-4.1%
HRB BuyBLOCK H & R INC$8,162,000
+1.0%
346,419
+7.2%
0.96%
-8.0%
GEFB BuyGREIF INCcl b$8,021,000
-0.9%
134,173
+7.4%
0.94%
-9.8%
VLO BuyVALERO ENERGY CORP$7,637,000
+12.7%
101,674
+5.8%
0.90%
+2.6%
HPQ SellHP INC$7,483,000
+33.5%
198,659
-3.0%
0.88%
+21.5%
HBI BuyHANESBRANDS INC$7,254,000
+4.6%
433,857
+7.3%
0.85%
-4.8%
IBM BuyINTERNATIONAL BUSINESS MACHS$7,174,000
+47.9%
53,677
+53.8%
0.84%
+34.6%
AAPL BuyAPPLE INC$7,099,000
+27.9%
39,978
+1.9%
0.84%
+16.5%
T BuyAT&T INC$6,875,000
+4.2%
279,472
+14.4%
0.81%
-5.0%
TPVG BuyTRIPLEPOINT VENTURE GROWTH B$6,762,000
+18.6%
376,517
+4.6%
0.80%
+8.0%
CSCO SellCISCO SYS INC$6,570,000
-1.4%
103,680
-15.3%
0.77%
-10.2%
OMC BuyOMNICOM GROUP INC$6,463,000
+7.9%
88,202
+6.7%
0.76%
-1.8%
PLYM BuyPLYMOUTH INDL REIT INC$6,336,000
+66.0%
198,015
+18.0%
0.75%
+51.3%
SPG BuySIMON PPTY GROUP INC NEW$5,948,000
+40.5%
37,228
+14.3%
0.70%
+28.0%
PBCT BuyPEOPLES UNITED FINANCIAL INC$5,798,000
+7.9%
325,340
+5.7%
0.68%
-1.9%
NYCB BuyNEW YORK CMNTY BANCORP INC$5,640,000
+4.3%
461,915
+9.9%
0.66%
-5.0%
GMRE BuyGLOBAL MED REIT INC$5,220,000
+45.1%
294,095
+20.2%
0.61%
+32.0%
BEN BuyFRANKLIN RESOURCES INC$5,209,000
+23.4%
155,525
+9.5%
0.61%
+12.3%
MGP BuyMGM GROWTH PPTYS LLC$5,081,000
+28.3%
124,392
+20.3%
0.60%
+16.8%
JNJ SellJOHNSON & JOHNSON$5,016,000
-1.5%
29,322
-7.0%
0.59%
-10.3%
SRC BuySPIRIT RLTY CAP INC NEW$4,884,000
+25.5%
101,350
+19.9%
0.58%
+14.3%
IGLB SellISHARES TR10+ yr invst grd$4,755,000
-7.4%
68,375
-7.8%
0.56%
-15.8%
MPW BuyMEDICAL PPTYS TRUST INC$4,549,000
+804.4%
192,499
+667.5%
0.54%
+723.1%
DOW BuyDOW INC$4,494,000
+4.4%
79,223
+6.0%
0.53%
-4.9%
FHN BuyFIRST HORIZON CORPORATION$4,485,000
+6.8%
274,632
+6.6%
0.53%
-2.6%
GNL BuyGLOBAL NET LEASE INC$4,130,000
+23.1%
270,266
+29.0%
0.49%
+12.0%
XRX BuyXEROX HOLDINGS CORP$4,033,000
+182.4%
178,140
+151.7%
0.48%
+156.8%
WHF BuyWHITEHORSE FIN INC$3,743,000
+34.3%
241,452
+31.8%
0.44%
+22.2%
OHI BuyOMEGA HEALTHCARE INVS INC$3,662,000
+40.0%
123,771
+41.8%
0.43%
+27.5%
WBA BuyWALGREENS BOOTS ALLIANCE INC$3,550,000
+20.6%
68,069
+8.8%
0.42%
+10.0%
PGX BuyINVESCO EXCH TRADED FD TR IIpfd etf$3,528,000
+29.3%
235,207
+29.5%
0.42%
+17.6%
IP BuyINTERNATIONAL PAPER CO$3,448,000
-8.3%
73,393
+9.1%
0.41%
-16.5%
WDC BuyWESTERN DIGITAL CORP.$3,406,000
+19.5%
52,229
+3.4%
0.40%
+9.0%
PSK BuySPDR SER TRwells fg pfd etf$3,319,000
+36.0%
77,343
+37.7%
0.39%
+24.1%
PFXF BuyVANECK VECTORS ETF TRpfd secs ex finl$3,310,000
+37.7%
151,296
+33.5%
0.39%
+25.1%
PGF BuyINVESCO EXCHANGE TRADED FD Tfinl pfd etf$3,276,000
+35.3%
174,079
+36.3%
0.38%
+23.0%
PFFD BuyGLOBAL X FDSus pfd etf$3,234,000
+34.1%
125,540
+34.1%
0.38%
+22.1%
GM SellGENERAL MTRS CO$3,144,000
-5.7%
53,623
-15.3%
0.37%
-14.2%
TAP BuyMOLSON COORS BEVERAGE COcl b$3,025,000
+44.3%
65,259
+44.3%
0.36%
+31.4%
NWL BuyNEWELL BRANDS INC$2,879,000
+57480.0%
131,843
+62682.4%
0.34%
+33800.0%
OKE BuyONEOK INC NEW$2,848,000
+8.7%
48,475
+7.3%
0.34%
-1.2%
BCO BuyBRINKS CO$2,720,000
+28.1%
41,482
+23.7%
0.32%
+16.8%
PDCO BuyPATTERSON COS INC$2,593,000
+6382.5%
88,363
+6573.9%
0.30%
+6000.0%
AMZN BuyAMAZON COM INC$2,394,000
+7.3%
718
+5.7%
0.28%
-2.1%
MSM BuyMSC INDL DIRECT INCcl a$2,336,000
+13.4%
27,789
+8.2%
0.28%
+3.4%
GOOGL BuyALPHABET INCcap stk cl a$2,294,000
+15.6%
792
+6.7%
0.27%
+5.5%
ETR BuyENTERGY CORP NEW$2,225,000
+24.2%
19,755
+9.5%
0.26%
+13.4%
MSFT BuyMICROSOFT CORP$2,219,000
+24.5%
6,597
+4.4%
0.26%
+13.5%
NWE BuyNORTHWESTERN CORP$2,171,000
+10.8%
37,985
+11.1%
0.26%
+0.8%
FB BuyFACEBOOK INCcl a$2,035,000
+11.5%
6,051
+12.6%
0.24%
+1.3%
NFLX BuyNETFLIX INC$1,963,000
+7.1%
3,259
+8.5%
0.23%
-2.5%
PRU BuyPRUDENTIAL FINL INC$1,875,000
+5.9%
17,319
+2.9%
0.22%
-3.5%
IVV SellISHARES TRcore s&p500 etf$1,826,000
-16.2%
3,829
-24.3%
0.22%
-23.5%
CR SellCRANE CO$1,769,000
-21.3%
17,386
-26.7%
0.21%
-28.3%
NEE BuyNEXTERA ENERGY INC$1,733,000
+19.3%
18,568
+0.4%
0.20%
+8.5%
WRK BuyWESTROCK CO$1,598,000
-7.5%
36,034
+4.0%
0.19%
-15.7%
VTRS BuyVIATRIS INC$1,586,000
+41.4%
117,192
+41.5%
0.19%
+29.0%
GPN BuyGLOBAL PMTS INC$1,546,000
+19225.0%
11,436
+22323.5%
0.18%
+18100.0%
SYF BuySYNCHRONY FINANCIAL$1,544,000
-2.0%
33,275
+3.2%
0.18%
-10.8%
GPS NewGAP INC$1,535,00086,988
+100.0%
0.18%
XLRE BuySELECT SECTOR SPDR TRrl est sel sec$1,448,000
+41.1%
27,940
+21.1%
0.17%
+27.8%
VNQ BuyVANGUARD INDEX FDSreal estate etf$1,441,000
+36.3%
12,418
+19.5%
0.17%
+24.1%
IG SellPRINCIPAL EXCHANGE-TRADED FDprnc invt grad$1,297,000
-11.9%
49,295
-11.0%
0.15%
-19.5%
SPY BuySPDR S&P 500 ETF TRtr unit$1,169,000
+19.3%
2,461
+7.8%
0.14%
+8.7%
QQQ SellINVESCO QQQ TRunit ser 1$1,097,000
-1.3%
2,756
-11.3%
0.13%
-10.4%
AWF SellALLIANCEBERNSTEIN GLOBAL HIG$1,060,000
-11.1%
87,426
-10.0%
0.12%
-18.8%
FFC BuyFLAHERTY & CRUMRINE PFD SECS$1,056,000
-2.2%
48,616
+0.3%
0.12%
-11.4%
IWY SellISHARES TRrus tp200 gr etf$995,000
+11.2%
5,740
-2.1%
0.12%
+0.9%
REZ SellISHARES TRresidential mult$957,000
-6.5%
9,739
-18.6%
0.11%
-14.4%
HD BuyHOME DEPOT INC$901,000
+27.8%
2,171
+1.1%
0.11%
+16.5%
IWM BuyISHARES TRrussell 2000 etf$858,000
+11.1%
3,859
+9.3%
0.10%
+1.0%
TSLA BuyTESLA INC$838,000
+45.0%
793
+6.4%
0.10%
+32.0%
VOO BuyVANGUARD INDEX FDS$818,000
+21.7%
1,873
+9.9%
0.10%
+10.3%
PG BuyPROCTER AND GAMBLE CO$801,000
+18.7%
4,899
+1.4%
0.09%
+8.0%
GOOG SellALPHABET INCcap stk cl c$796,000
-2.5%
275
-10.1%
0.09%
-10.5%
SPLB SellSPDR SER TRportfolio ln cor$783,000
-6.1%
24,880
-6.5%
0.09%
-14.8%
IWX SellISHARES TRrus tp200 vl etf$732,000
-0.3%
10,452
-6.5%
0.09%
-9.5%
ILTB SellISHARES TRcore lt usdb etf$693,000
-5.5%
9,601
-6.3%
0.08%
-13.7%
PEP BuyPEPSICO INC$687,000
+15.7%
3,956
+0.2%
0.08%
+5.2%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$668,000
-3.7%
2,235
-12.0%
0.08%
-12.2%
PFF SellISHARES TRpfd and incm sec$658,000
-13.2%
16,700
-14.5%
0.08%
-21.4%
USIG SellISHARES TRusd inv grde etf$622,000
-8.3%
10,409
-7.7%
0.07%
-17.0%
VMBS SellVANGUARD SCOTTSDALE FDSmortg-back sec$584,000
-10.4%
11,060
-9.5%
0.07%
-17.9%
ANTM BuyANTHEM INC$577,000
+30.0%
1,244
+4.4%
0.07%
+19.3%
EWRE NewINVESCO EXCHANGE TRADED FD Ts&p500 eql rel$575,00013,602
+100.0%
0.07%
IUSB SellISHARES TRcore total usd$566,000
-8.6%
10,700
-8.0%
0.07%
-16.2%
JPM BuyJPMORGAN CHASE & CO$546,000
+0.4%
3,448
+3.7%
0.06%
-8.6%
ES  EVERSOURCE ENERGY$535,000
+11.5%
5,8760.0%0.06%
+1.6%
BIZD SellVANECK VECTORS ETF TR$461,000
-17.5%
26,784
-17.9%
0.05%
-25.0%
CSX  CSX CORP$449,000
+26.5%
11,9340.0%0.05%
+15.2%
WMT BuyWALMART INC$438,000
+7.1%
3,027
+3.1%
0.05%
-1.9%
BAC BuyBK OF AMERICA CORP$432,000
+90.3%
9,718
+81.4%
0.05%
+75.9%
MCD SellMCDONALDS CORP$429,000
+5.9%
1,601
-4.7%
0.05%
-3.8%
AGG SellISHARES TRcore us aggbd et$417,000
-7.3%
3,656
-6.7%
0.05%
-15.5%
MO BuyALTRIA GROUP INC$419,000
+5.3%
8,835
+1.1%
0.05%
-3.9%
XOM BuyEXXON MOBIL CORP$409,000
+6.2%
6,687
+2.1%
0.05%
-4.0%
F BuyFORD MTR CO DEL$402,000
+50.6%
19,341
+2.5%
0.05%
+34.3%
VGIT SellVANGUARD SCOTTSDALE FDSinter term treas$380,000
-5.2%
5,718
-3.6%
0.04%
-13.5%
IWS SellISHARES TRrus mdcp val etf$372,000
+3.6%
3,040
-4.0%
0.04%
-4.3%
EPD  ENTERPRISE PRODS PARTNERS L$370,000
+1.6%
16,8290.0%0.04%
-6.4%
VZ BuyVERIZON COMMUNICATIONS INC$342,000
+0.9%
6,587
+4.9%
0.04%
-9.1%
MRK BuyMERCK & CO. INC$334,000
+44.0%
4,363
+41.1%
0.04%
+30.0%
NVDA BuyNVIDIA CORPORATION$334,000
+49.1%
1,136
+5.1%
0.04%
+34.5%
UNP  UNION PAC CORP$316,000
+28.5%
1,2540.0%0.04%
+15.6%
IRT NewINDEPENDENCE RLTY TR INC$307,00011,875
+100.0%
0.04%
UNH  UNITEDHEALTH GROUP INC$300,000
+28.8%
5970.0%0.04%
+16.7%
EFV SellISHARES TReafe value etf$295,000
-2.6%
5,859
-1.6%
0.04%
-10.3%
KO BuyCOCA COLA CO$286,000
+13.5%
4,831
+0.4%
0.03%
+3.0%
DIS BuyDISNEY WALT CO$291,000
-3.6%
1,880
+5.3%
0.03%
-12.8%
COST BuyCOSTCO WHSL CORP NEW$292,000
+39.7%
514
+10.8%
0.03%
+25.9%
IEMG SellISHARES INCcore msci emkt$280,000
-4.4%
4,676
-1.5%
0.03%
-13.2%
VGSH SellVANGUARD SCOTTSDALE FDSshort term treas$271,000
-7.5%
4,458
-6.6%
0.03%
-15.8%
DHR  DANAHER CORPORATION$255,000
+8.1%
7740.0%0.03%0.0%
EVRG  EVERGY INC$252,000
+10.0%
3,6740.0%0.03%0.0%
EFG SellISHARES TReafe grwth etf$248,000
-0.8%
2,253
-4.1%
0.03%
-9.4%
SPXL  DIREXION SHS ETF TRdrx s&p500bull$250,000
+34.4%
1,7420.0%0.03%
+20.8%
CVX SellCHEVRON CORP NEW$240,000
-1.6%
2,041
-15.3%
0.03%
-12.5%
ROKU SellROKU INC$235,000
-27.5%
1,030
-0.3%
0.03%
-33.3%
ABT  ABBOTT LABS$222,000
+18.7%
1,5810.0%0.03%
+8.3%
IWP SellISHARES TRrus md cp gr etf$222,000
+1.8%
1,923
-1.0%
0.03%
-7.1%
VTWO SellVANGUARD SCOTTSDALE FDSvng rus2000idx$212,000
-0.5%
2,361
-2.0%
0.02%
-10.7%
PPG  PPG INDS INC$207,000
+20.3%
1,2000.0%0.02%
+9.1%
PM SellPHILIP MORRIS INTL INC$201,000
-2.4%
2,116
-2.4%
0.02%
-11.1%
V  VISA INC$204,000
-2.9%
9420.0%0.02%
-11.1%
ACM  AECOM$203,000
+23.0%
2,6200.0%0.02%
+14.3%
CVS BuyCVS HEALTH CORP$198,000
+23.0%
1,919
+1.2%
0.02%
+9.5%
FUN  CEDAR FAIR L Pdepositry unit$167,000
+8.4%
3,3310.0%0.02%0.0%
INTC BuyINTEL CORP$162,000
-0.6%
3,144
+2.8%
0.02%
-9.5%
MMM Buy3M CO$164,000
+115.8%
922
+112.4%
0.02%
+90.0%
MRNA SellMODERNA INC$152,000
-38.7%
600
-7.0%
0.02%
-43.8%
UPS SellUNITED PARCEL SERVICE INCcl b$153,000
+7.0%
713
-9.3%
0.02%0.0%
GLD BuySPDR GOLD TR$147,000
+17.6%
858
+12.7%
0.02%
+6.2%
CAT BuyCATERPILLAR INC$141,000
+9.3%
683
+1.6%
0.02%0.0%
FSK BuyFS KKR CAP CORP$136,000
+0.7%
6,502
+6.3%
0.02%
-5.9%
VGLT SellVANGUARD SCOTTSDALE FDSlong term treas$135,000
-4.3%
1,514
-5.9%
0.02%
-11.1%
O BuyREALTY INCOME CORP$136,000
+83.8%
1,900
+65.6%
0.02%
+60.0%
TXN BuyTEXAS INSTRS INC$129,000
+13.2%
682
+15.4%
0.02%0.0%
SBUX SellSTARBUCKS CORP$121,000
-4.0%
1,037
-9.1%
0.01%
-12.5%
PH  PARKER-HANNIFIN CORP$122,000
+13.0%
3850.0%0.01%0.0%
SO BuySOUTHERN CO$115,000
+325.9%
1,676
+284.4%
0.01%
+366.7%
VDC NewVANGUARD WORLD FDSconsum stp etf$120,000600
+100.0%
0.01%
MA SellMASTERCARD INCORPORATEDcl a$118,000
+1.7%
328
-1.5%
0.01%
-6.7%
BNOV SellINNOVATOR ETFS TRs&p 500 buffer$109,000
-12.1%
3,310
-14.1%
0.01%
-18.8%
ED  CONSOLIDATED EDISON INC$111,000
+16.8%
1,3020.0%0.01%
+8.3%
NI  NISOURCE INC$110,000
+14.6%
3,9690.0%0.01%
+8.3%
WPC SellWP CAREY INC$113,000
+7.6%
1,383
-3.6%
0.01%
-7.1%
PTLC BuyPACER FDS TRtrendp us lar cp$111,000
+9.9%
2,679
+0.1%
0.01%0.0%
AMD SellADVANCED MICRO DEVICES INC$114,000
-20.3%
795
-43.0%
0.01%
-27.8%
SPH  SUBURBAN PROPANE PARTNERS Lunit ltd partn$103,000
-4.6%
7,0610.0%0.01%
-14.3%
TGT BuyTARGET CORP$98,000
+14.0%
423
+12.2%
0.01%
+9.1%
BMY SellBRISTOL-MYERS SQUIBB CO$102,000
+3.0%
1,641
-1.6%
0.01%
-7.7%
AFL BuyAFLAC INC$103,000
+12.0%
1,760
+0.1%
0.01%0.0%
TLT BuyISHARES TR20 yr tr bd etf$105,000
+7.1%
711
+4.6%
0.01%
-7.7%
LMT SellLOCKHEED MARTIN CORP$101,000
-97.7%
285
-97.8%
0.01%
-97.9%
PYPL BuyPAYPAL HLDGS INC$90,000
-22.4%
477
+7.2%
0.01%
-26.7%
BBRE SellJ P MORGAN EXCHANGE-TRADED Fbetbuld msci$96,000
-22.6%
862
-33.2%
0.01%
-31.2%
RTX BuyRAYTHEON TECHNOLOGIES CORP$93,000
+1.1%
1,079
+0.3%
0.01%
-8.3%
VTR BuyVENTAS INC$97,000
+6.6%
1,903
+15.0%
0.01%
-8.3%
HON SellHONEYWELL INTL INC$94,000
-3.1%
452
-1.3%
0.01%
-15.4%
ETN BuyEATON CORP PLC$90,000
+16.9%
520
+0.4%
0.01%
+10.0%
CFO SellVICTORY PORTFOLIOS II$91,000
-18.8%
1,175
-25.4%
0.01%
-21.4%
THG  HANOVER INS GROUP INC$93,000
+1.1%
7060.0%0.01%
-8.3%
NPV  NUVEEN VIRGINIA QLTY MUNCPL$81,000
+2.5%
4,7650.0%0.01%0.0%
KMB BuyKIMBERLY-CLARK CORP$83,000
+12.2%
579
+3.4%
0.01%0.0%
LLY  LILLY ELI & CO$83,000
+20.3%
2990.0%0.01%
+11.1%
ORCL BuyORACLE CORP$84,0000.0%967
+0.5%
0.01%
-9.1%
AMGN BuyAMGEN INC$85,000
+9.0%
377
+3.0%
0.01%0.0%
VIAC BuyVIACOMCBS INCcl b$89,000
-21.9%
2,940
+1.9%
0.01%
-33.3%
CHTR  CHARTER COMMUNICATIONS INC Ncl a$85,000
-10.5%
1310.0%0.01%
-16.7%
BA BuyBOEING CO$84,000
+16.7%
417
+27.1%
0.01%
+11.1%
NKE  NIKE INCcl b$84,000
+15.1%
5060.0%0.01%
+11.1%
DUK BuyDUKE ENERGY CORP NEW$73,000
+12.3%
692
+3.7%
0.01%
+12.5%
SLB BuySCHLUMBERGER LTD$73,000
+1.4%
2,426
+0.0%
0.01%0.0%
QCOM SellQUALCOMM INC$75,000
+27.1%
409
-11.3%
0.01%
+12.5%
PKW  INVESCO EXCHANGE TRADED FD Tbuyback achiev$78,000
+6.8%
8130.0%0.01%0.0%
GILD SellGILEAD SCIENCES INC$75,000
-8.5%
1,035
-12.0%
0.01%
-18.2%
BLV BuyVANGUARD BD INDEX FDSlong term bond$66,000
+1.5%
638
+0.2%
0.01%0.0%
AMAT SellAPPLIED MATLS INC$64,000
+16.4%
409
-3.5%
0.01%
+14.3%
WM BuyWASTE MGMT INC DEL$70,000
+40.0%
421
+24.6%
0.01%
+33.3%
D SellDOMINION ENERGY INC$65,000
-44.0%
832
-47.5%
0.01%
-46.7%
WTRG BuyESSENTIAL UTILS INC$67,000
+17.5%
1,243
+0.2%
0.01%
+14.3%
VEA SellVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$72,000
-6.5%
1,419
-7.2%
0.01%
-20.0%
OLP  ONE LIBERTY PPTYS INC$71,000
+16.4%
2,0000.0%0.01%0.0%
MPLX  MPLX LP$71,000
+4.4%
2,4000.0%0.01%
-11.1%
CRM SellSALESFORCE COM INC$65,000
-7.1%
257
-0.8%
0.01%
-11.1%
TJX BuyTJX COS INC NEW$62,000
+14.8%
813
+0.2%
0.01%0.0%
EIX  EDISON INTL$57,000
+23.9%
8320.0%0.01%
+16.7%
ADBE  ADOBE SYSTEMS INCORPORATED$60,000
-1.6%
1060.0%0.01%
-12.5%
JPST SellJ P MORGAN EXCHANGE-TRADED Fultra shrt inc$60,000
-15.5%
1,182
-15.3%
0.01%
-22.2%
IEF SellISHARES TRbarclays 7 10 yr$58,000
-3.3%
505
-2.7%
0.01%
-12.5%
NCLH BuyNORWEGIAN CRUISE LINE HLDG L$56,000
-20.0%
2,678
+1.8%
0.01%
-22.2%
FTF BuyFRANKLIN LTD DURATION INCOME$56,0000.0%6,210
+0.7%
0.01%0.0%
AZO  AUTOZONE INC$57,000
+23.9%
270.0%0.01%
+16.7%
WMB BuyWILLIAMS COS INC$59,000
+13.5%
2,263
+12.9%
0.01%0.0%
FAST BuyFASTENAL CO$63,000
+23.5%
987
+0.4%
0.01%0.0%
SCHD BuySCHWAB STRATEGIC TRus dividend eq$56,000
+366.7%
688
+324.7%
0.01%
+250.0%
VTI SellVANGUARD INDEX FDStotal stk mkt$58,000
+7.4%
239
-1.2%
0.01%0.0%
PSA  PUBLIC STORAGE$62,000
+26.5%
1650.0%0.01%
+16.7%
ET  ENERGY TRANSFER LP$61,000
-12.9%
7,3580.0%0.01%
-22.2%
ZM  ZOOM VIDEO COMMUNICATIONS INcl a$54,000
-28.9%
2910.0%0.01%
-40.0%
FIS  FIDELITY NATL INFORMATION SV$47,000
-9.6%
4280.0%0.01%
-14.3%
TTEK  TETRA TECH INC NEW$49,000
+14.0%
2900.0%0.01%0.0%
BX BuyBLACKSTONE GROUP INC$53,000
+47.2%
407
+32.6%
0.01%
+20.0%
ARWR SellARROWHEAD PHARMACEUTICALS IN$53,000
-8.6%
805
-13.4%
0.01%
-14.3%
ZBH  ZIMMER BIOMET HOLDINGS INC$48,000
-12.7%
3770.0%0.01%
-14.3%
KMI SellKINDER MORGAN INC DEL$50,000
-7.4%
3,170
-2.2%
0.01%
-14.3%
VTIP NewVANGUARD MALVERN FDSstrm infproidx$53,0001,026
+100.0%
0.01%
ITW BuyILLINOIS TOOL WKS INC$49,000
+36.1%
199
+13.1%
0.01%
+20.0%
GIS SellGENERAL MLS INC$49,000
-10.9%
732
-20.5%
0.01%
-14.3%
AVGO  BROADCOM INC$47,000
+38.2%
700.0%0.01%
+50.0%
WEC BuyWEC ENERGY GROUP INC$49,000
+8.9%
509
+0.6%
0.01%0.0%
VFH  VANGUARD WORLD FDSfinancials etf$50,000
+4.2%
5150.0%0.01%0.0%
ASTE  ASTEC INDS INC$43,000
+26.5%
6260.0%0.01%
+25.0%
BNDX BuyVANGUARD CHARLOTTE FDSintl bd idx etf$46,000
-4.2%
840
+0.1%
0.01%
-16.7%
CUZ  COUSINS PPTYS INC$42,000
+7.7%
1,0460.0%0.01%0.0%
CMP SellCOMPASS MINERALS INTL INC$43,000
-97.4%
836
-96.7%
0.01%
-97.7%
VWO SellVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$44,000
-10.2%
881
-9.7%
0.01%
-16.7%
SCZ SellISHARES TReafe sml cp etf$45,000
-11.8%
621
-8.8%
0.01%
-28.6%
ESEB SellDBX ETF TRxtrck jp mrgn es$41,000
-12.8%
1,951
-12.2%
0.01%
-16.7%
XRAY  DENTSPLY SIRONA INC$44,000
-4.3%
7940.0%0.01%
-16.7%
MGK  VANGUARD WORLD FDmega grwth ind$39,000
+11.4%
1490.0%0.01%0.0%
DEO  DIAGEO PLCspon adr new$44,000
+12.8%
2000.0%0.01%0.0%
RCL  ROYAL CARIBBEAN GROUP$46,000
-13.2%
6000.0%0.01%
-28.6%
HYG SellISHARES TRiboxx hi yd etf$40,000
-7.0%
456
-7.1%
0.01%
-16.7%
HPI  HANCOCK JOHN PFD INCOME FDsh ben int$45,000
-2.2%
2,1500.0%0.01%
-16.7%
APD BuyAIR PRODS & CHEMS INC$39,000
+56.0%
129
+31.6%
0.01%
+66.7%
ARKK BuyARK ETF TRinnovation etf$41,000
+10.8%
436
+29.8%
0.01%0.0%
UI  UBIQUITI INC$43,000
+2.4%
1390.0%0.01%0.0%
BDX  BECTON DICKINSON & CO$43,000
+2.4%
1720.0%0.01%0.0%
TFC  TRUIST FINL CORP$46,0000.0%7780.0%0.01%
-16.7%
MINC  ADVISORSHARES TRnewflt mulsinc$44,0000.0%9090.0%0.01%
-16.7%
ITOT BuyISHARES TRcore s&p ttl stk$46,000
+12.2%
433
+4.8%
0.01%0.0%
SPLG NewSPDR SER TRportfolio s&p500$39,000704
+100.0%
0.01%
IRM SellIRON MTN INC NEW$46,000
+12.2%
883
-6.1%
0.01%0.0%
PFN  PIMCO INCOME STRATEGY FD II$46,000
-6.1%
4,7860.0%0.01%
-16.7%
SQ  SQUARE INCcl a$41,000
-31.7%
2510.0%0.01%
-37.5%
GSK  GLAXOSMITHKLINE PLCsponsored adr$39,000
+14.7%
8870.0%0.01%
+25.0%
SRE BuySEMPRA ENERGY$40,000
+185.7%
299
+176.9%
0.01%
+150.0%
ADP BuyAUTOMATIC DATA PROCESSING IN$43,000
+48.3%
174
+18.4%
0.01%
+25.0%
MDT SellMEDTRONIC PLC$36,000
-20.0%
350
-3.6%
0.00%
-33.3%
FITB  FIFTH THIRD BANCORP$37,000
+2.8%
8450.0%0.00%
-20.0%
PAYX SellPAYCHEX INC$34,000
+13.3%
246
-7.9%
0.00%0.0%
NSC SellNORFOLK SOUTHN CORP$34,000
-75.9%
113
-80.9%
0.00%
-77.8%
ZTS  ZOETIS INCcl a$37,000
+23.3%
1520.0%0.00%0.0%
AMT BuyAMERICAN TOWER CORP NEW$32,000
+10.3%
111
+2.8%
0.00%0.0%
YUM  YUM BRANDS INC$31,000
+14.8%
2210.0%0.00%
+33.3%
FIHD  UBS AG LONDON BRANCHfi enhancd etn$36,000
+16.1%
1460.0%0.00%0.0%
JPC  NUVEEN PFD & INCOME OPPORTUN$38,000
-2.6%
3,9000.0%0.00%
-20.0%
USB BuyUS BANCORP DEL$37,000
+2.8%
663
+10.5%
0.00%
-20.0%
MKC  MCCORMICK & CO INC$36,000
+20.0%
3680.0%0.00%0.0%
UL SellUNILEVER PLCspon adr new$38,000
-5.0%
700
-4.6%
0.00%
-20.0%
TROW SellPRICE T ROWE GROUP INC$33,000
-2.9%
166
-4.0%
0.00%0.0%
PDM  PIEDMONT OFFICE REALTY TR IN$35,000
+6.1%
1,9080.0%0.00%0.0%
VYM BuyVANGUARD WHITEHALL FDShigh div yld$38,000
+171.4%
338
+144.9%
0.00%
+100.0%
CRWD  CROWDSTRIKE HLDGS INCcl a$37,000
-15.9%
1810.0%0.00%
-33.3%
AXP  AMERICAN EXPRESS CO$37,000
-2.6%
2240.0%0.00%
-20.0%
EVV  EATON VANCE LTD DURATION INC$30,0000.0%2,2600.0%0.00%0.0%
BIP  BROOKFIELD INFRAST PARTNERSlp int unit$35,000
+9.4%
5720.0%0.00%0.0%
COP BuyCONOCOPHILLIPS$38,000
+15.2%
528
+9.3%
0.00%0.0%
MMC BuyMARSH & MCLENNAN COS INC$34,000
+25.9%
197
+10.1%
0.00%
+33.3%
IJH BuyISHARES TRcore s&p mcp etf$33,000
+450.0%
118
+436.4%
0.00%
+300.0%
ADC  AGREE REALTY CORP$32,000
+6.7%
4500.0%0.00%0.0%
BLK BuyBLACKROCK INC$35,000
+66.7%
38
+52.0%
0.00%
+33.3%
GVI BuyISHARES TRintrm gov cr etf$34,000
+1600.0%
300
+1664.7%
0.00%
CRSP SellCRISPR THERAPEUTICS AGnamen akt$35,000
-34.0%
458
-3.4%
0.00%
-42.9%
NJAN  INNOVATORETFS TRnasdaq 100 pwr$33,000
+3.1%
7680.0%0.00%0.0%
PDI NewPIMCO DYNAMIC INCOME FD$36,0001,402
+100.0%
0.00%
CCL BuyCARNIVAL CORPunit 99/99/9999$32,000
-13.5%
1,589
+8.2%
0.00%
-20.0%
BOE  BLACKROCK ENHANCED GLOBAL DI$38,000
+5.6%
3,1000.0%0.00%
-20.0%
C SellCITIGROUP INC$35,000
-32.7%
580
-21.5%
0.00%
-42.9%
WFC BuyWELLS FARGO CO NEW$33,000
+65.0%
685
+60.4%
0.00%
+33.3%
DRI  DARDEN RESTAURANTS INC$32,0000.0%2110.0%0.00%0.0%
VPU NewVANGUARD WORLD FDSutilities etf$31,000200
+100.0%
0.00%
DNP SellDNP SELECT INCOME FD INC$33,000
-59.3%
3,007
-60.2%
0.00%
-60.0%
AGZ  ISHARES TRagency bond etf$33,0000.0%2810.0%0.00%0.0%
FPEI SellFIRST TR EXCH TRADED FD IIIinstl pfd secs$35,000
-50.7%
1,709
-50.0%
0.00%
-55.6%
FISV SellFISERV INC$31,000
-6.1%
300
-1.6%
0.00%0.0%
FE SellFIRSTENERGY CORP$34,000
+13.3%
810
-2.8%
0.00%0.0%
SPTI  SPDR SER TRportfli intrmdit$33,0000.0%1,0280.0%0.00%0.0%
SLV  ISHARES SILVER TRishares$30,000
+3.4%
1,4130.0%0.00%0.0%
ORCC BuyOWL ROCK CAPITAL CORPORATION$37,000
+68.2%
2,603
+68.7%
0.00%
+33.3%
OTTR  OTTER TAIL CORP$36,000
+28.6%
5000.0%0.00%0.0%
IJK  ISHARES TRs&p mc 400gr etf$27,000
+8.0%
3120.0%0.00%0.0%
BKN  BLACKROCK INVT QUALITY MUN T$28,0000.0%1,6390.0%0.00%
-25.0%
LOW  LOWES COS INC$25,000
+25.0%
980.0%0.00%0.0%
MDLZ  MONDELEZ INTL INCcl a$28,000
+16.7%
4170.0%0.00%0.0%
NUE SellNUCOR CORP$26,000
+4.0%
230
-8.0%
0.00%0.0%
NMZ  NUVEEN MUN HIGH INCOME OPPOR$28,000
+3.7%
1,8510.0%0.00%0.0%
CME  CME GROUP INC$27,000
+17.4%
1200.0%0.00%0.0%
CARR BuyCARRIER GLOBAL CORPORATION$26,000
+18.2%
479
+13.2%
0.00%0.0%
CL  COLGATE PALMOLIVE CO$22,000
+10.0%
2600.0%0.00%0.0%
CMCSA BuyCOMCAST CORP NEWcl a$28,000
+12.0%
558
+22.9%
0.00%0.0%
CEQP  CRESTWOOD EQUITY PARTNERS LPunit ltd partner$28,0000.0%1,0000.0%0.00%
-25.0%
DTE  DTE ENERGY CO$22,000
+4.8%
1840.0%0.00%0.0%
LIN  LINDE PLC$22,000
+22.2%
630.0%0.00%
+50.0%
DLR  DIGITAL RLTY TR INC$26,000
+23.8%
1480.0%0.00%0.0%
VIG  VANGUARD SPECIALIZED FUNDSdiv app etf$27,000
+8.0%
1600.0%0.00%0.0%
EPR  EPR PPTYS$27,000
-3.6%
5590.0%0.00%
-25.0%
ACN  ACCENTURE PLC IRELAND$22,000
+29.4%
530.0%0.00%
+50.0%
EW SellEDWARDS LIFESCIENCES CORP$22,000
-15.4%
173
-25.8%
0.00%0.0%
ARKG  ARK ETF TRgenomic rev etf$26,000
-16.1%
4170.0%0.00%
-25.0%
UBER  UBER TECHNOLOGIES INC$29,000
-6.5%
7030.0%0.00%
-25.0%
TD  TORONTO DOMINION BK ONT$26,000
+13.0%
3430.0%0.00%0.0%
NLY SellANNALY CAPITAL MANAGEMENT IN$24,000
-20.0%
3,082
-14.0%
0.00%
-25.0%
FTV  FORTIVE CORP$25,000
+8.7%
3240.0%0.00%0.0%
SYY  SYSCO CORP$24,0000.0%3000.0%0.00%0.0%
XHR  XENIA HOTELS & RESORTS INC$22,0000.0%1,2380.0%0.00%0.0%
GS SellGOLDMAN SACHS GROUP INC$23,000
-11.5%
61
-10.3%
0.00%0.0%
SHW  SHERWIN WILLIAMS CO$26,000
+23.8%
750.0%0.00%0.0%
XLI BuySELECT SECTOR SPDR TRsbi int-inds$26,000
+225.0%
250
+194.1%
0.00%
+200.0%
SCHO  SCHWAB STRATEGIC TRsht tm us tres$23,0000.0%4580.0%0.00%0.0%
SCHF  SCHWAB STRATEGIC TRintl eqty etf$23,0000.0%5840.0%0.00%0.0%
DGRW  WISDOMTREE TRus qtly div grt$22,000
+15.8%
3280.0%0.00%
+50.0%
IQI BuyINVESCO QUALITY MUN INCOME T$23,000
+4.5%
1,716
+1.2%
0.00%0.0%
PRF  INVESCO EXCHANGE TRADED FD Tftse rafi 1000$27,000
+8.0%
1560.0%0.00%0.0%
EPS  WISDOMTREE TRus largecap fund$27,000
+8.0%
5360.0%0.00%0.0%
KIE  SPDR SER TRs&p ins etf$28,000
+7.7%
6900.0%0.00%0.0%
DVY BuyISHARES TRselect divid etf$28,000
+100.0%
226
+88.3%
0.00%
+50.0%
TIP BuyISHARES TRtips bd etf$29,000
+480.0%
225
+525.0%
0.00%
+200.0%
AGR  AVANGRID INC$28,000
+3.7%
5560.0%0.00%0.0%
SHY BuyISHARES TR1 3 yr treas bd$28,000
+47.4%
333
+48.7%
0.00%
+50.0%
CWB SellSPDR SER TRblmbrg brc cnvrt$26,000
-10.3%
316
-6.5%
0.00%
-25.0%
BP BuyBP PLCsponsored adr$27,0000.0%1,008
+0.4%
0.00%0.0%
RVLV  REVOLVE GROUP INCcl a$29,000
-9.4%
5200.0%0.00%
-25.0%
IGSB  ISHARES TR$27,0000.0%5020.0%0.00%0.0%
HDV  ISHARES TRcore high dv etf$24,000
+9.1%
2340.0%0.00%0.0%
IEFA NewISHARES TRcore msci eafe$24,000317
+100.0%
0.00%
PLD  PROLOGIS INC.$27,000
+35.0%
1590.0%0.00%0.0%
HYT  BLACKROCK CORPOR HI YLD FD I$21,0000.0%1,7010.0%0.00%
-33.3%
APLE  APPLE HOSPITALITY REIT INC$20,0000.0%1,2500.0%0.00%
-33.3%
GSBD  GOLDMAN SACHS BDC INC$17,000
+6.2%
8930.0%0.00%0.0%
SNY  SANOFIsponsored adr$20,000
+5.3%
3930.0%0.00%0.0%
PAVE  GLOBAL X FDSus infr dev etf$20,000
+11.1%
7010.0%0.00%0.0%
SBRA BuySABRA HEALTH CARE REIT INC$13,000
+18.2%
950
+25.7%
0.00%
+100.0%
SSB  SOUTH ST CORP$14,000
+7.7%
1800.0%0.00%0.0%
GD BuyGENERAL DYNAMICS CORP$14,000
+40.0%
67
+36.7%
0.00%
+100.0%
DIA  SPDR DOW JONES INDL AVERAGEut ser 1$19,000
+5.6%
540.0%0.00%0.0%
IQV  IQVIA HLDGS INC$15,000
+15.4%
540.0%0.00%0.0%
STN  STANTEC INC$15,000
+25.0%
2610.0%0.00%0.0%
TMUS  T-MOBILE US INC$18,000
-10.0%
1590.0%0.00%
-33.3%
FFIC  FLUSHING FINL CORP$15,000
+7.1%
6000.0%0.00%0.0%
MQY  BLACKROCK MUNIYILD QULT FD I$17,0000.0%1,0240.0%0.00%0.0%
TSM SellTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$19,000
+5.6%
156
-1.9%
0.00%0.0%
EEMV  ISHARES INCmsci emerg mrkt$16,0000.0%2620.0%0.00%0.0%
FPE  FIRST TR EXCH TRADED FD IIIpfd secs inc etf$18,0000.0%8700.0%0.00%0.0%
MFM  MFS MUN INCOME TRsh ben int$18,000
+5.9%
2,5000.0%0.00%0.0%
PII BuyPOLARIS INC$21,000
-8.7%
192
+0.5%
0.00%
-33.3%
ARKW  ARK ETF TRnext gnrtn inter$15,000
-11.8%
1250.0%0.00%0.0%
TEI  TEMPLETON EMERGING MKTS INCO$15,0000.0%2,0000.0%0.00%0.0%
EEM BuyISHARES TRmsci emg mkt etf$14,0000.0%290
+0.7%
0.00%0.0%
LVHI  LEGG MASON ETF INVT TRint lw vty hgh$15,000
+7.1%
5570.0%0.00%0.0%
IVW BuyISHARES TRs&p 500 grwt etf$13,000
+1200.0%
157
+1862.5%
0.00%
SPIB  SPDR SER TRportfolio intrmd$20,0000.0%5410.0%0.00%
-33.3%
AWK  AMERICAN WTR WKS CO INC NEW$18,000
+12.5%
970.0%0.00%0.0%
TWTR BuyTWITTER INC$20,000
-25.9%
453
+2.3%
0.00%
-33.3%
KBR  KBR INC$19,000
+18.8%
4000.0%0.00%0.0%
EQR  EQUITY RESIDENTIALsh ben int$18,000
+12.5%
1950.0%0.00%0.0%
EMR  EMERSON ELEC CO$16,0000.0%1690.0%0.00%0.0%
EMN  EASTMAN CHEM CO$16,000
+23.1%
1300.0%0.00%0.0%
GDX BuyVANECK VECTORS ETF TRgold miners etf$16,000
+14.3%
493
+1.0%
0.00%0.0%
PEG  PUBLIC SVC ENTERPRISE GRP IN$16,000
+14.3%
2340.0%0.00%0.0%
DPZ  DOMINOS PIZZA INC$13,000
+18.2%
230.0%0.00%
+100.0%
DG SellDOLLAR GEN CORP NEW$16,000
-23.8%
66
-33.3%
0.00%
-33.3%
BND  VANGUARD BD INDEX FDStotal bnd mrkt$16,0000.0%1830.0%0.00%0.0%
CMI  CUMMINS INC$13,0000.0%590.0%0.00%0.0%
CLM  CORNERSTONE STRATEGIC VALUE$19,000
+11.8%
1,3250.0%0.00%0.0%
TT  TRANE TECHNOLOGIES PLC$18,000
+20.0%
890.0%0.00%0.0%
WSR  WHITESTONE REIT$14,0000.0%1,4150.0%0.00%0.0%
RBLX  ROBLOX CORPcl a$21,000
+40.0%
2000.0%0.00%0.0%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$20,0000.0%170
+25.9%
0.00%
-33.3%
LRCX SellLAM RESEARCH CORP$21,000
+10.5%
29
-14.7%
0.00%0.0%
IMCB  ISHARES TRmrgstr md cp etf$20,000
+5.3%
2800.0%0.00%0.0%
NewCOM CL ARIVIAN AUTOMOTIVE INCnone$18,000177
+100.0%
0.00%
CB SellCHUBB LIMITED$15,0000.0%79
-7.1%
0.00%0.0%
COKE  COCA COLA CONS INC$19,000
+58.3%
300.0%0.00%0.0%
WFCPRL NewPERP PFD CNV AWELLS FARGO CO NEWpreferred stock$21,00014
+100.0%
0.00%
MUB  ISHARES TRnational mun etf$13,0000.0%1090.0%0.00%0.0%
RF  REGIONS FINANCIAL CORP NEW$16,000
+6.7%
7270.0%0.00%0.0%
VCIT  VANGUARD SCOTTSDALE FDSint-term corp$15,0000.0%1630.0%0.00%0.0%
COF  CAPITAL ONE FINL CORP$14,000
-6.7%
940.0%0.00%0.0%
REGN  REGENERON PHARMACEUTICALS$21,000
+5.0%
330.0%0.00%
-33.3%
RACE  FERRARI N V$13,000
+18.2%
520.0%0.00%
+100.0%
VUG  VANGUARD INDEX FDSgrowth etf$13,000
+8.3%
420.0%0.00%0.0%
CI SellCIGNA CORP NEW$15,000
+7.1%
65
-5.8%
0.00%0.0%
SH  PROSHARES TRshort s&p 500 ne$13,000
-7.1%
9190.0%0.00%0.0%
VHC  VIRNETX HLDG CORP$21,000
-34.4%
8,1000.0%0.00%
-50.0%
A  AGILENT TECHNOLOGIES INC$14,000
+7.7%
850.0%0.00%0.0%
NVG  NUVEEN AMT FREE MUN CR INC F$20,000
+5.3%
1,1330.0%0.00%0.0%
NEP NewNEXTERA ENERGY PARTNERS LP$17,000200
+100.0%
0.00%
OTIS BuyOTIS WORLDWIDE CORP$16,000
+60.0%
185
+48.0%
0.00%
+100.0%
NMFC NewNEW MTN FIN CORP$17,0001,209
+100.0%
0.00%
OXSQ BuyOXFORD SQUARE CAP CORP$13,0000.0%3,235
+2.5%
0.00%0.0%
NTCT  NETSCOUT SYS INC$13,000
+18.2%
3980.0%0.00%
+100.0%
PSB  PS BUSINESS PKS INC CALIF$18,000
+12.5%
1000.0%0.00%0.0%
KIM  KIMCO RLTY CORP$17,000
+21.4%
6790.0%0.00%0.0%
EFAV  ISHARES TRmsci eafe min vl$14,0000.0%1870.0%0.00%0.0%
PTIN  PACER FDS TRtrendpilot intl$20,0000.0%6930.0%0.00%
-33.3%
PGR  PROGRESSIVE CORP$21,000
+16.7%
2040.0%0.00%0.0%
NHI SellNATIONAL HEALTH INVS INC$18,000
-98.7%
313
-98.8%
0.00%
-98.9%
MS  MORGAN STANLEY$18,0000.0%1880.0%0.00%0.0%
MU  MICRON TECHNOLOGY INC$15,000
+25.0%
1640.0%0.00%0.0%
DGRO  ISHARES TRcore div grwth$14,000
+16.7%
2430.0%0.00%0.0%
NOCT  INNOVATOR ETFS TRnasdaq 100 pwr$16,0000.0%3980.0%0.00%0.0%
MCK  MCKESSON CORP$15,000
+25.0%
590.0%0.00%0.0%
HEDJ  WISDOMTREE TReurope hedged eq$15,0000.0%1910.0%0.00%0.0%
GLDM BuyWORLD GOLD TRspdr gld minis$20,000
+66.7%
1,121
+64.6%
0.00%0.0%
XLK NewSELECT SECTOR SPDR TRtechnology$17,000100
+100.0%
0.00%
DOC BuyPHYSICIANS RLTY TR$19,000
+26.7%
989
+16.1%
0.00%0.0%
BK BuyBANK NEW YORK MELLON CORP$17,000
+70.0%
286
+43.0%
0.00%
+100.0%
HIW  HIGHWOODS PPTYS INC$15,0000.0%3350.0%0.00%0.0%
SVC  SERVICE PPTYS TR$20,000
-20.0%
2,2410.0%0.00%
-33.3%
PEAK BuyHEALTHPEAK PROPERTIES INC$19,000
+35.7%
521
+29.0%
0.00%0.0%
HTA  HEALTHCARE TR AMER INCcl a new$21,000
+10.5%
6250.0%0.00%0.0%
 BLACKSTONE MTG TR INCnote 4.375% 5/0$20,0000.0%20,0000.0%0.00%
-33.3%
ARKF  ARK ETF TRfintech innova$15,000
-16.7%
3630.0%0.00%0.0%
SHOP  SHOPIFY INCcl a$19,0000.0%140.0%0.00%0.0%
GPI BuyGROUP 1 AUTOMOTIVE INC$20,000
+122.2%
100
+100.0%
0.00%
+100.0%
SPLV  INVESCO EXCH TRADED FD TR IIs&p500 low vol$14,000
+16.7%
2000.0%0.00%0.0%
SWBI NewSMITH & WESSON BRANDS INC$18,0001,000
+100.0%
0.00%
AIO  VIRTUS ALLIANZGI ARTIFICIAL$8,000
-11.1%
3420.0%0.00%0.0%
AMLP  ALPS ETF TRalerian mlp$6,0000.0%1800.0%0.00%0.0%
ALB  ALBEMARLE CORP$7,0000.0%310.0%0.00%0.0%
AB  ALLIANCEBERNSTEIN HLDG L Punit ltd partn$5,0000.0%1010.0%0.00%0.0%
AEP BuyAMERICAN ELEC PWR CO INC$7,000
+75.0%
84
+86.7%
0.00%0.0%
AOUT NewAMERICAN OUTDOOR BRANDS INC$5,000250
+100.0%
0.00%
APH  AMPHENOL CORP NEWcl a$9,000
+28.6%
1000.0%0.00%0.0%
ADM  ARCHER DANIELS MIDLAND CO$7,000
+16.7%
1000.0%0.00%0.0%
ATO  ATMOS ENERGY CORP$6,000
+20.0%
600.0%0.00%0.0%
AN NewAUTONATION INC$9,00081
+100.0%
0.00%
BAX  BAXTER INTL INC$11,000
+10.0%
1290.0%0.00%0.0%
BKCC  BLACKROCK CAP INVT CORP$8,000
+14.3%
1,9070.0%0.00%0.0%
TCPC NewBLACKROCK TCP CAPITAL CORP$5,000384
+100.0%
0.00%
BKNG  BOOKING HOLDINGS INC$7,0000.0%30.0%0.00%0.0%
BTI  BRITISH AMERN TOB PLCsponsored adr$7,000
+16.7%
1830.0%0.00%0.0%
BIPC  BROOKFIELD INFRASTRUCTURE CO$6,000
+20.0%
880.0%0.00%0.0%
CHW  CALAMOS GBL DYN INCOME FUND$9,0000.0%9250.0%0.00%0.0%
CPB  CAMPBELL SOUP CO$8,0000.0%1820.0%0.00%0.0%
CGC SellCANOPY GROWTH CORP$8,000
-42.9%
887
-10.1%
0.00%
-50.0%
CAH BuyCARDINAL HEALTH INC$6,000
+50.0%
123
+43.0%
0.00%0.0%
CC BuyCHEMOURS CO$5,000
+25.0%
144
+7.5%
0.00%0.0%
RQI  COHEN & STEERS QUALITY INCOM$12,000
+20.0%
6450.0%0.00%0.0%
UTF SellCOHEN & STEERS INFRASTRUCTUR$7,000
-50.0%
255
-49.7%
0.00%
-50.0%
CYH  COMMUNITY HEALTH SYS INC NEW$6,000
+20.0%
4380.0%0.00%0.0%
CAG  CONAGRA BRANDS INC$8,0000.0%2230.0%0.00%0.0%
STZ  CONSTELLATION BRANDS INCcl a$9,000
+12.5%
360.0%0.00%0.0%
GLW  CORNING INC$7,0000.0%2000.0%0.00%0.0%
CBRL  CRACKER BARREL OLD CTRY STOR$8,000
-11.1%
660.0%0.00%0.0%
CCI  CROWN CASTLE INTL CORP NEW$7,000
+16.7%
350.0%0.00%0.0%
DBEF  DBX ETF TRxtrack msci eafe$5,0000.0%1300.0%0.00%0.0%
DXCM NewDEXCOM INC$11,00020
+100.0%
0.00%
DFS  DISCOVER FINL SVCS$5,0000.0%420.0%0.00%0.0%
DOV NewDOVER CORP$5,00028
+100.0%
0.00%
DRE  DUKE REALTY CORP$7,000
+40.0%
1050.0%0.00%0.0%
EOG  EOG RES INC$6,000
+20.0%
640.0%0.00%0.0%
SPDV SellETF SER SOLUTIONSaam s&p 500$12,000
-20.0%
404
-21.2%
0.00%
-50.0%
ETY  EATON VANCE TAX-MANAGED DIVE$11,000
+10.0%
7000.0%0.00%0.0%
ETV  EATON VANCE TAX-MANAGED BUY-$11,0000.0%6750.0%0.00%0.0%
EA  ELECTRONIC ARTS INC$7,0000.0%510.0%0.00%0.0%
ETSY  ETSY INC$5,0000.0%250.0%0.00%0.0%
EXC BuyEXELON CORP$11,000
+266.7%
186
+162.0%
0.00%
EXPI SellEXP WORLD HLDGS INC$8,000
-60.0%
250
-50.0%
0.00%
-66.7%
FRT SellFEDERAL RLTY INVT TRsh ben int new$7,000
-12.5%
50
-26.5%
0.00%0.0%
QTEC  FIRST TR NASDAQ 100 TECH IND$6,0000.0%360.0%0.00%0.0%
HYLS  FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl$5,0000.0%1000.0%0.00%0.0%
DOCT  FIRST TR EXCHNG TRADED FD VIvest us eqt dep$6,0000.0%1800.0%0.00%0.0%
SellFLAHERTY & CRUMRINE DYN PFD$7,000
-50.0%
236
-50.0%
0.00%
-50.0%
FLO BuyFLOWERS FOODS INC$8,000
+14.3%
307
+1.0%
0.00%0.0%
FSP  FRANKLIN STR PPTYS CORP$5,000
+25.0%
7900.0%0.00%0.0%
GEO  GEO GROUP INC NEW$5,0000.0%6600.0%0.00%0.0%
GPC BuyGENUINE PARTS CO$11,000
+83.3%
81
+62.0%
0.00%0.0%
SIL BuyGLOBAL X FDSglobal x silver$10,000
+233.3%
263
+198.9%
0.00%
BAR  GRANITESHARES GOLD TR$12,0000.0%6830.0%0.00%
-50.0%
GEF  GREIF INCcl a$5,0000.0%840.0%0.00%0.0%
HOG  HARLEY DAVIDSON INC$11,000
+10.0%
2800.0%0.00%0.0%
HR  HEALTHCARE RLTY TR$7,000
+16.7%
2130.0%0.00%0.0%
HUM  HUMANA INC$7,000
+16.7%
150.0%0.00%0.0%
HBAN BuyHUNTINGTON BANCSHARES INC$11,000
+22.2%
681
+13.5%
0.00%0.0%
ILPT  INDUSTRIAL LOGISTICS PPTYS T$7,000
-12.5%
2970.0%0.00%0.0%
PAUG  INNOVATOR ETFS TRs&p 500 pwr bu$7,0000.0%2430.0%0.00%0.0%
ICE  INTERCONTINENTAL EXCHANGE IN$5,000
+25.0%
350.0%0.00%0.0%
INTU NewINTUIT$6,0009
+100.0%
0.00%
RSP  INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$12,000
+9.1%
750.0%0.00%0.0%
PEY  INVESCO EXCHANGE TRADED FD Thig yld eq div$11,000
+10.0%
5080.0%0.00%0.0%
PWV  INVESCO EXCHANGE TRADED FD Tdynmc lrg valu$10,000
+11.1%
2000.0%0.00%0.0%
PZA  INVESCO EXCH TRADED FD TR IInatl amt muni$8,0000.0%2810.0%0.00%0.0%
BKLN  INVESCO EXCH TRADED FD TR IIsr ln etf$6,000
-14.3%
2940.0%0.00%0.0%
LQD  ISHARES TRiboxx inv cp etf$11,0000.0%850.0%0.00%0.0%
IJR BuyISHARES TRcore s&p scp etf$10,0000.0%90
+1.1%
0.00%0.0%
AAXJ  ISHARES TRmsci ac asia etf$8,0000.0%1000.0%0.00%0.0%
EMB  ISHARES TRjpmorgan usd emg$6,0000.0%570.0%0.00%0.0%
MTUM  ISHARES TRmsci usa mmentm$5,000
+25.0%
250.0%0.00%0.0%
USHY  ISHARES TRbroad usd high$7,0000.0%1580.0%0.00%0.0%
KAR  KAR AUCTION SVCS INC$11,000
-8.3%
7040.0%0.00%
-50.0%
KKR  KKR & CO INC$12,000
+20.0%
1610.0%0.00%0.0%
KRG BuyKITE RLTY GROUP TR$5,000
+400.0%
214
+319.6%
0.00%
KHC  KRAFT HEINZ CO$5,0000.0%1300.0%0.00%0.0%
LTC  LTC PPTYS INC$6,0000.0%1800.0%0.00%0.0%
LHX  L3HARRIS TECHNOLOGIES INC$7,0000.0%340.0%0.00%0.0%
LAMR  LAMAR ADVERTISING CO NEWcl a$8,0000.0%690.0%0.00%0.0%
LW  LAMB WESTON HLDGS INC$5,000
+25.0%
720.0%0.00%0.0%
LEG  LEGGETT & PLATT INC$8,000
-11.1%
1950.0%0.00%0.0%
USA  LIBERTY ALL STAR EQUITY FDsh ben int$6,0000.0%7350.0%0.00%0.0%
LULU  LULULEMON ATHLETICA INC$8,0000.0%210.0%0.00%0.0%
MGM  MGM RESORTS INTERNATIONAL$9,0000.0%2000.0%0.00%0.0%
MAC  MACERICH CO$7,0000.0%4210.0%0.00%0.0%
MRO  MARATHON OIL CORP$9,000
+12.5%
5600.0%0.00%0.0%
MPC BuyMARATHON PETE CORP$12,0000.0%190
+0.5%
0.00%
-50.0%
MAR  MARRIOTT INTL INC NEWcl a$10,000
+11.1%
600.0%0.00%0.0%
MAS SellMASCO CORP$10,000
-33.3%
138
-47.5%
0.00%
-50.0%
NRG  NRG ENERGY INC$5,000
+25.0%
1060.0%0.00%0.0%
NEO  NEOGENOMICS INC$7,000
-30.0%
2000.0%0.00%0.0%
NOK  NOKIA CORPsponsored adr$7,000
+16.7%
1,0640.0%0.00%0.0%
FFTG  NORTHERN LTS FD TR IVfrmlaflio tact$10,000
+11.1%
3130.0%0.00%0.0%
FFTI  NORTHERN LTS FD TR IVfrmlafolios tatl$6,0000.0%2390.0%0.00%0.0%
NVAX  NOVAVAX INC$7,000
-30.0%
500.0%0.00%0.0%
JGH  NUVEEN GLOBAL HIGH INCOME FD$7,0000.0%4510.0%0.00%0.0%
ORLY  OREILLY AUTOMOTIVE INC$5,000
+25.0%
70.0%0.00%0.0%
OXY BuyOCCIDENTAL PETE CORP$6,000
+20.0%
202
+20.2%
0.00%0.0%
OPI BuyOFFICE PPTYS INCOME TR$11,000
+10.0%
440
+16.4%
0.00%0.0%
OKTA  OKTA INCcl a$7,0000.0%300.0%0.00%0.0%
OGN BuyORGANON & CO$12,000
+33.3%
389
+44.1%
0.00%0.0%
PNC  PNC FINL SVCS GROUP INC$5,0000.0%260.0%0.00%0.0%
PPL BuyPPL CORP$8,000
+300.0%
257
+295.4%
0.00%
PNNT NewPENNANTPARK INVT CORP$11,0001,550
+100.0%
0.00%
PSX BuyPHILLIPS 66$5,000
+400.0%
66
+500.0%
0.00%
BOND  PIMCO ETF TRactive bd etf$5,0000.0%450.0%0.00%0.0%
PINS  PINTEREST INCcl a$5,000
-16.7%
1260.0%0.00%0.0%
PBI  PITNEY BOWES INC$10,000
-9.1%
1,5010.0%0.00%0.0%
DTIL  PRECISION BIOSCIENCES INC$6,000
-33.3%
8180.0%0.00%0.0%
APTS  PREFERRED APT CMNTYS INC$8,000
+33.3%
4670.0%0.00%0.0%
QRVO  QORVO INC$6,0000.0%360.0%0.00%0.0%
DGX  QUEST DIAGNOSTICS INC$11,000
+22.2%
650.0%0.00%0.0%
RIO  RIO TINTO PLCsponsored adr$8,0000.0%1220.0%0.00%0.0%
RDSB  ROYAL DUTCH SHELL PLCspon adr b$5,0000.0%1040.0%0.00%0.0%
WDIV  SPDR INDEX SHS FDSs&p glbdiv etf$5,000
+25.0%
680.0%0.00%0.0%
SPYG NewSPDR SER TRprtflo s&p500 gw$12,000161
+100.0%
0.00%
SAP  SAP SEspon adr$7,0000.0%530.0%0.00%0.0%
FNDE  SCHWAB STRATEGIC TRschwb fdt emk lg$6,0000.0%1910.0%0.00%0.0%
SMG  SCOTTS MIRACLE-GRO COcl a$12,000
+9.1%
740.0%0.00%0.0%
XLV  SELECT SECTOR SPDR TRsbi healthcare$11,000
+10.0%
750.0%0.00%0.0%
XLE  SELECT SECTOR SPDR TRenergy$7,0000.0%1350.0%0.00%0.0%
XLF  SELECT SECTOR SPDR TRsbi int-finl$12,000
+9.1%
3000.0%0.00%0.0%
SIRI SellSIRIUS XM HOLDINGS INC$8,0000.0%1,206
-8.7%
0.00%0.0%
SWKS  SKYWORKS SOLUTIONS INC$8,0000.0%510.0%0.00%0.0%
SNAP  SNAP INCcl a$11,000
-38.9%
2400.0%0.00%
-50.0%
CEF  SPROTT PHYSICAL GOLD & SILVEtr unit$10,000
+11.1%
5500.0%0.00%0.0%
STAG  STAG INDL INC$5,000
+25.0%
1080.0%0.00%0.0%
STWD NewSTARWOOD PPTY TR INC$6,000250
+100.0%
0.00%
BANX SellSTONECASTLE FINL CORP$10,000
-50.0%
450
-49.5%
0.00%
-66.7%
SYK  STRYKER CORPORATION$10,0000.0%390.0%0.00%0.0%
CGBD BuyTCG BDC INC$10,000
+100.0%
729
+79.1%
0.00%0.0%
TAK NewTAKEDA PHARMACEUTICAL CO LTDsponsored ads$5,000357
+100.0%
0.00%
THW  TEKLA WORLD HEALTHCARE FD$8,0000.0%5000.0%0.00%0.0%
TDOC  TELADOC HEALTH INC$6,000
-25.0%
600.0%0.00%0.0%
GIM  TEMPLETON GLOBAL INCOME FD$5,0000.0%1,0000.0%0.00%0.0%
TER  TERADYNE INC$7,000
+75.0%
400.0%0.00%0.0%
TTD  THE TRADE DESK INC$7,000
+16.7%
800.0%0.00%0.0%
TM  TOYOTA MOTOR CORP$10,0000.0%560.0%0.00%0.0%
TRV NewTRAVELERS COMPANIES INC$6,00040
+100.0%
0.00%
TWLO  TWILIO INCcl a$6,000
-14.3%
220.0%0.00%0.0%
VFC  V F CORP$10,000
+11.1%
1310.0%0.00%0.0%
OIH  VANECK VECTORS ETF TRoil svcs etf$8,000
-11.1%
440.0%0.00%0.0%
BUZZ  VANECK VECTORS ETF TRsocial sentiment$12,0000.0%5000.0%0.00%
-50.0%
MGC  VANGUARD WORLD FDmega cap index$8,0000.0%500.0%0.00%0.0%
VEU NewVANGUARD INTL EQUITY INDEX Fallwrld ex us$5,00081
+100.0%
0.00%
VHT  VANGUARD WORLD FDShealth car etf$11,000
+10.0%
400.0%0.00%0.0%
VGT  VANGUARD WORLD FDSinf tech etf$12,000
+9.1%
270.0%0.00%0.0%
VOE  VANGUARD INDEX FDSmcap vl idxvip$9,000
+12.5%
600.0%0.00%0.0%
VBK NewVANGUARD INDEX FDSsml cp grw etf$7,00026
+100.0%
0.00%
VBR  VANGUARD INDEX FDSsm cp val etf$5,0000.0%280.0%0.00%0.0%
VO  VANGUARD INDEX FDSmid cap etf$5,0000.0%210.0%0.00%0.0%
VNO BuyVORNADO RLTY TRsh ben int$12,000
+71.4%
291
+76.4%
0.00%0.0%
WAB  WABTEC$8,0000.0%910.0%0.00%0.0%
WY  WEYERHAEUSER CO MTN BE$7,000
+16.7%
1700.0%0.00%0.0%
WSM  WILLIAMS SONOMA INC$10,000
-9.1%
600.0%0.00%0.0%
WTFC  WINTRUST FINL CORP$5,000
+25.0%
540.0%0.00%0.0%
DLN BuyWISDOMTREE TRus largecap divd$7,000
+16.7%
106
+100.0%
0.00%0.0%
WKHS  WORKHORSE GROUP INC$5,000
-44.4%
1,1750.0%0.00%0.0%
TEAM  ATLASSIAN CORP PLCcl a$9,0000.0%240.0%0.00%0.0%
BG  BUNGE LIMITED$5,0000.0%570.0%0.00%0.0%
INFO  IHS MARKIT LTD$9,000
+12.5%
710.0%0.00%0.0%
IVZ  INVESCO LTD$11,000
-8.3%
4940.0%0.00%
-50.0%
JCI BuyJOHNSON CTLS INTL PLC$6,000
+200.0%
76
+204.0%
0.00%
TGH  TEXTAINER GROUP HOLDINGS LTD$12,0000.0%3400.0%0.00%
-50.0%
GRMN  GARMIN LTD$5,0000.0%340.0%0.00%0.0%
UBS  UBS GROUP AG$8,000
+14.3%
4340.0%0.00%0.0%
IGIB  ISHARES TR$3,0000.0%520.0%0.00%
IDV  ISHARES TRintl sel div etf$0150.0%0.00%
RGA  REINSURANCE GRP OF AMERICA I$1,0000.0%80.0%0.00%
RNST  RENASANT CORP$2,0000.0%540.0%0.00%
REZI  RESIDEO TECHNOLOGIES INC$0160.0%0.00%
RVI  RETAIL VALUE INC$080.0%0.00%
IMCV  ISHARES TRmrgstr md cp val$4,000
+33.3%
540.0%0.00%
PNR NewPENTAIR PLC$4,00057
+100.0%
0.00%
RIOT  RIOT BLOCKCHAIN INC$2,0000.0%800.0%0.00%
RAD  RITE AID CORP$1,0000.0%1000.0%0.00%
ACWX  ISHARES TRmsci acwi ex us$1,0000.0%130.0%0.00%
IJT  ISHARES TRs&p sml 600 gwt$3,0000.0%240.0%0.00%
ROK  ROCKWELL AUTOMATION INC$2,000
+100.0%
50.0%0.00%
IWO  ISHARES TRrus 2000 grw etf$1,0000.0%20.0%0.00%
ExitProshares Trust Bib Nov 19 21 90.0 Ccall$0-1
-100.0%
0.00%
RDSA  ROYAL DUTCH SHELL PLCspons adr a$4,0000.0%830.0%0.00%
-100.0%
RGT  ROYCE GLOBAL VALUE TR INC$0220.0%0.00%
IWN  ISHARES TRrus 2000 val etf$1,0000.0%80.0%0.00%
IWD  ISHARES TRrus 1000 val etf$1,0000.0%80.0%0.00%
ALGN  ALIGN TECHNOLOGY INC$3,0000.0%40.0%0.00%
EDIV  SPDR INDEX SHS FDSs&p em mkt div$3,0000.0%1120.0%0.00%
SPDW  SPDR INDEX SHS FDSportfolio devlpd$010.0%0.00%
SLYG  SPDR SER TRs&p 600 smcp grw$4,0000.0%420.0%0.00%
-100.0%
IOO  ISHARES TRglobal 100 etf$3,000
+50.0%
340.0%0.00%
SLYV  SPDR SER TRs&p 600 smcp val$3,0000.0%400.0%0.00%
IBB  ISHARES TRnasdaq biotech$1,0000.0%60.0%0.00%
EFA SellISHARES TRmsci eafe etf$2,000
-86.7%
20
-89.6%
0.00%
-100.0%
IGE  ISHARES TRnorth amern nat$050.0%0.00%
VAL  VALARIS LIMITEDcl a$2,0000.0%690.0%0.00%
SPYV  SPDR SER TRprtflo s&p500 vl$4,000
+33.3%
850.0%0.00%
SPAB  SPDR SER TRportfolio agrgte$010.0%0.00%
EWZ BuyISHARES INCmsci brazil etf$3,000
-25.0%
120
+5.3%
0.00%
-100.0%
SLVP  ISHARES INCmsci glb slv&mtl$3,0000.0%2570.0%0.00%
SPTM  SPDR SER TRportfoli s&p1500$3,0000.0%510.0%0.00%
DVYE  ISHARES INCem mkts div etf$3,0000.0%830.0%0.00%
IONS  IONIS PHARMACEUTICALS INC$1,0000.0%200.0%0.00%
BSCM  INVESCO EXCH TRD SLF IDX FD$2,0000.0%940.0%0.00%
BSCN  INVESCO EXCH TRD SLF IDX FD$0190.0%0.00%
SPYD  SPDR SER TRprtflo s&p500 hi$1,0000.0%300.0%0.00%
BSCO  INVESCO EXCH TRD SLF IDX FD$1,0000.0%610.0%0.00%
BSCP  INVESCO EXCH TRD SLF IDX FD$1,0000.0%570.0%0.00%
BSCQ  INVESCO EXCH TRD SLF IDX FD$0150.0%0.00%
AA  ALCOA CORP$4,000
+33.3%
660.0%0.00%
SPMO  INVESCO EXCH TRADED FD TR IIs&p 500 momntm$2,0000.0%270.0%0.00%
SCHW SellSCHWAB CHARLES CORP$1,000
-50.0%
9
-57.1%
0.00%
SCHM NewSCHWAB STRATEGIC TRus mid-cap etf$2,00022
+100.0%
0.00%
SCHA NewSCHWAB STRATEGIC TRus sml cap etf$2,00015
+100.0%
0.00%
SCHE  SCHWAB STRATEGIC TRemrg mkteq etf$2,0000.0%700.0%0.00%
ALRM  ALARM COM HLDGS INC$050.0%0.00%
IPG  INTERPUBLIC GROUP COS INC$2,0000.0%480.0%0.00%
IFF  INTERNATIONAL FLAVORS&FRAGRA$4,000
+33.3%
250.0%0.00%
IR  INGERSOLL RAND INC$1,0000.0%190.0%0.00%
LPLA  LPL FINL HLDGS INC$1,0000.0%70.0%0.00%
KTB  KONTOOR BRANDS INC$1,0000.0%150.0%0.00%
PHG  KONINKLIJKE PHILIPS N Vny reg sh new$1,000
-50.0%
340.0%0.00%
KRC  KILROY RLTY CORP$3,0000.0%400.0%0.00%
KEYS NewKEYSIGHT TECHNOLOGIES INC$4,00020
+100.0%
0.00%
PSEC  PROSPECT CAP CORP$3,0000.0%4000.0%0.00%
KEY  KEYCORP$3,0000.0%1500.0%0.00%
KLAC  KLA CORP$2,0000.0%50.0%0.00%
JBGS  JBG SMITH PPTYS$1,0000.0%270.0%0.00%
NAT  NORDIC AMERICAN TANKERS LIMI$01340.0%0.00%
IEUR  ISHARES TRcore msci euro$1,0000.0%150.0%0.00%
LNT  ALLIANT ENERGY CORP$1,0000.0%230.0%0.00%
RMR  RMR GROUP INCcl a$1,0000.0%180.0%0.00%
EDEN  ISHARES TRmsci denmark etf$2,0000.0%200.0%0.00%
MBB  ISHARES TRmbs etf$3,0000.0%290.0%0.00%
JBLU ExitJETBLUE AWYS CORP$0-50
-100.0%
0.00%
LOGI  LOGITECH INTL S A$050.0%0.00%
RIG  TRANSOCEAN LTD$0340.0%0.00%
HTHT  HUAZHU GROUP LTDsponsored ads$1,0000.0%200.0%0.00%
HRZN  HORIZON TECHNOLOGY FIN CORP$1,0000.0%500.0%0.00%
HRL  HORMEL FOODS CORP$4,0000.0%900.0%0.00%
-100.0%
XLU  SELECT SECTOR SPDR TRsbi int-utils$050.0%0.00%
HFRO  HIGHLAND INCOME FD$4,0000.0%3820.0%0.00%
-100.0%
HP  HELMERICH & PAYNE INC$4,000
-20.0%
1860.0%0.00%
-100.0%
HPF  HANCOCK JOHN PFD INCOME FD I$4,0000.0%2000.0%0.00%
-100.0%
GBAB  GUGGENHEIM TAXABLE MUNICP BO$1,0000.0%400.0%0.00%
GRTS  GRITSTONE ONCOLOGY INC$1,000400.0%0.00%
SSYS  STRATASYS LTD$1,0000.0%450.0%0.00%
SITC  SITE CTRS CORP$1,0000.0%860.0%0.00%
GDOT  GREEN DOT CORPcl a$040.0%0.00%
AL  AIR LEASE CORPcl a$2,0000.0%520.0%0.00%
AJX  GREAT AJAX CORP$2,0000.0%1670.0%0.00%
SJM  SMUCKER J M CO$1,0000.0%60.0%0.00%
ABMD  ABIOMED INC$010.0%0.00%
SNOW  SNOWFLAKE INCcl a$2,0000.0%50.0%0.00%
DIV  GLOBAL X FDSglobx supdv us$4,0000.0%2100.0%0.00%
-100.0%
GOOD  GLADSTONE COMMERCIAL CORP$2,000
+100.0%
650.0%0.00%
LUV  SOUTHWEST AIRLS CO$4,000
-20.0%
910.0%0.00%
-100.0%
SWN  SOUTHWESTERN ENERGY CO$1,0000.0%2270.0%0.00%
GERN  GERON CORP$2,0000.0%1,2650.0%0.00%
SPLK  SPLUNK INC$2,000
-33.3%
180.0%0.00%
NXPI  NXP SEMICONDUCTORS N V$2,0000.0%90.0%0.00%
GNW  GENWORTH FINL INC$1,0000.0%2200.0%0.00%
AMC BuyAMC ENTMT HLDGS INC$1,00019
+375.0%
0.00%
GNRC NewGENERAC HLDGS INC$1,0003
+100.0%
0.00%
GLPI  GAMING & LEISURE PPTYS INC$1,0000.0%290.0%0.00%
KNOP SellKNOT OFFSHORE PARTNERS LP$4,000
-63.6%
288
-50.1%
0.00%
-100.0%
STM  STMICROELECTRONICS N Vny registry$3,0000.0%710.0%0.00%
BSCL ExitINVESCO EXCH TRD SLF IDX FD$0-54
-100.0%
0.00%
ExitSelect Sector Spdr Trust Xlu J An 21 22 64.0 Ccall$0-2
-100.0%
0.00%
GGN  GAMCO GLOBAL GOLD NAT RES &$2,0000.0%6350.0%0.00%
SUN  SUNOCO LP/SUNOCO FIN CORP$4,0000.0%1070.0%0.00%
-100.0%
SNPS  SYNOPSYS INC$010.0%0.00%
AJG  GALLAGHER ARTHUR J & CO$020.0%0.00%
FCX NewFREEPORT-MCMORAN INCcl b$1,00032
+100.0%
0.00%
FCPT  FOUR CORNERS PPTY TR INC$3,0000.0%1040.0%0.00%
FTNT  FORTINET INC$3,0000.0%90.0%0.00%
FVE SellFIVE STAR SENIOR LIVING INC$0
-100.0%
136
-6.2%
0.00%
TTWO  TAKE-TWO INTERACTIVE SOFTWAR$1,0000.0%60.0%0.00%
ExitUgi Corp Ugi Apr 14 22 40.0 Ccall$0-1
-100.0%
0.00%
TPR  TAPESTRY INC$1,0000.0%240.0%0.00%
EMLP  FIRST TR EXCHANGE-TRADED FDno amer energy$4,0000.0%1480.0%0.00%
-100.0%
TRP  TC ENERGY CORP$1,0000.0%200.0%0.00%
CLX ExitCLOROX CO DEL$0-16
-100.0%
0.00%
FGD  FIRST TR EXCHANGE TRADED FDdj glbl divid$4,0000.0%1730.0%0.00%
-100.0%
ATVI ExitACTIVISION BLIZZARD INC$0-10
-100.0%
0.00%
TDC  TERADATA CORP DEL$2,0000.0%360.0%0.00%
DK ExitDELEK US HLDGS INC NEW$0-30
-100.0%
0.00%
FSLR BuyFIRST SOLAR INC$3,000
+50.0%
30
+57.9%
0.00%
FRC NewFIRST REP BK SAN FRANCISCO C$4,00019
+100.0%
0.00%
FRME  FIRST MERCHANTS CORP$4,0000.0%890.0%0.00%
-100.0%
TMO  THERMO FISHER SCIENTIFIC INC$3,000
+50.0%
40.0%0.00%
FDVV  FIDELITY COVINGTON TRUSThigh divid etf$2,0000.0%430.0%0.00%
FENY  FIDELITY COVINGTON TRUSTmsci energy idx$0180.0%0.00%
ONEQ  FIDELITY COMWLTH TR$4,0000.0%700.0%0.00%
-100.0%
TLRY  TILRAY INC$4,000
-42.9%
6360.0%0.00%
-100.0%
TVTY  TIVITY HEALTH INC$010.0%0.00%
TR  TOOTSIE ROLL INDS INC$070.0%0.00%
FFIV  F5 NETWORKS INC$1,0000.0%30.0%0.00%
MSA ExitMSA SAFETY INC$0-9
-100.0%
0.00%
TRVN  TREVENA INC$0
-100.0%
5000.0%0.00%
TY  TRI CONTL CORP$3,0000.0%850.0%0.00%
FDX  FEDEX CORP$2,0000.0%70.0%0.00%
EXEL  EXELIXIS INC$010.0%0.00%
TUP  TUPPERWARE BRANDS CORP$080.0%0.00%
TKC  TURKCELL ILETISIM HIZMETLERIspon adr new$01000.0%0.00%
ExitAnglogold Ashanti Ltd Au Oct 1 5 21 20.0 Ccall$0-8
-100.0%
0.00%
HYLD  EXCHANGE LISTED FDS TRhigh yield etf$1,0000.0%220.0%0.00%
ROBO  EXCHANGE TRADED CONCEPTS TRrobo glb etf$1,0000.0%130.0%0.00%
EQC  EQUITY COMWLTH$3,0000.0%1120.0%0.00%
EQIX SellEQUINIX INC$2,000
-50.0%
2
-60.0%
0.00%
-100.0%
ENPH NewENPHASE ENERGY INC$3,00019
+100.0%
0.00%
UAA NewUNDER ARMOUR INCcl a$1,00061
+100.0%
0.00%
UA  UNDER ARMOUR INCcl c$1,0000.0%650.0%0.00%
EARN NewELLINGTON RESIDENTIAL MTG RE$2,000200
+100.0%
0.00%
EIGR  EIGER BIOPHARMACEUTICALS INC$2,000
-33.3%
4000.0%0.00%
UAL  UNITED AIRLS HLDGS INC$1,0000.0%200.0%0.00%
EDIT  EDITAS MEDICINE INC$4,000
-33.3%
1560.0%0.00%
-100.0%
URI SellUNITED RENTALS INC$1,000
-66.7%
3
-66.7%
0.00%
X SellUNITED STATES STL CORP NEW$1,000
-50.0%
60
-26.8%
0.00%
ECL  ECOLAB INC$1,0000.0%50.0%0.00%
VALE  VALE S Asponsored ads$2,0000.0%1090.0%0.00%
MJ BuyETF MANAGERS TRetfmg altr hrvst$2,0000.0%166
+0.6%
0.00%
DD BuyDUPONT DE NEMOURS INC$4,000
+100.0%
44
+33.3%
0.00%
DFIN NewDONNELLEY FINL SOLUTIONS INC$1,00015
+100.0%
0.00%
DHC  DIVERSIFIED HEALTHCARE TR$1,0000.0%2450.0%0.00%
DISCK  DISCOVERY INC$3,000
-25.0%
1500.0%0.00%
-100.0%
DISCA  DISCOVERY INC$1,0000.0%500.0%0.00%
EMLC  VANECK VECTORS ETF TRjp morgan mkts$0150.0%0.00%
APPS  DIGITAL TURBINE INC$010.0%0.00%
DVN NewDEVON ENERGY CORP NEW$1,00034
+100.0%
0.00%
NVCR ExitNOVOCURE LTD$0-5
-100.0%
0.00%
VOOV  VANGUARD ADMIRAL FDS INC500 val idx fd$2,000
+100.0%
100.0%0.00%
DAL BuyDELTA AIR LINES INC DEL$3,0000.0%70
+16.7%
0.00%
BSV  VANGUARD BD INDEX FDSshort trm bond$3,0000.0%380.0%0.00%
DECK  DECKERS OUTDOOR CORP$010.0%0.00%
DXC  DXC TECHNOLOGY CO$1,0000.0%190.0%0.00%
CUBE  CUBESMART$2,0000.0%410.0%0.00%
CRON  CRONOS GROUP INC$1,0000.0%2000.0%0.00%
CTVA NewCORTEVA INC$1,00021
+100.0%
0.00%
VSS  VANGUARD INTL EQUITY INDEX Fftse smcap etf$1,0000.0%40.0%0.00%
CYBR ExitCYBERARK SOFTWARE LTD$0-4
-100.0%
0.00%
LDP BuyCOHEN & STEERS LTD DURATION$3,0000.0%103
+2.0%
0.00%
COHR  COHERENT INC$010.0%0.00%
CGNX  COGNEX CORP$020.0%0.00%
CLF NewCLEVELAND-CLIFFS INC NEW$2,000100
+100.0%
0.00%
CTXS  CITRIX SYS INC$1,0000.0%70.0%0.00%
VCSH  VANGUARD SCOTTSDALE FDSshrt trm corp bd$4,0000.0%490.0%0.00%
-100.0%
CINF  CINCINNATI FINL CORP$3,0000.0%250.0%0.00%
CIM  CHIMERA INVT CORP$3,0000.0%2000.0%0.00%
CAKE  CHEESECAKE FACTORY INC$4,000
-20.0%
1000.0%0.00%
-100.0%
CLDT  CHATHAM LODGING TR$2,0000.0%1580.0%0.00%
CNP  CENTERPOINT ENERGY INC$4,000
+33.3%
1270.0%0.00%
CASY  CASEYS GEN STORES INC$4,000
+33.3%
180.0%0.00%
KMX  CARMAX INC$2,0000.0%140.0%0.00%
ABNB ExitAIRBNB INC$0-4
-100.0%
0.00%
CARA  CARA THERAPEUTICS INC$1,000
-50.0%
1000.0%0.00%
MDP ExitMEREDITH CORP$0-51
-100.0%
0.00%
ZG ExitZILLOW GROUP INCcl a$0-8
-100.0%
0.00%
CZR NewCAESARS ENTERTAINMENT INC NE$1,00011
+100.0%
0.00%
VB  VANGUARD INDEX FDSsmall cp etf$1,0000.0%50.0%0.00%
CDNS  CADENCE DESIGN SYSTEM INC$1,0000.0%70.0%0.00%
CTIC NewCTI BIOPHARMA CORP$020
+100.0%
0.00%
VRTX  VERTEX PHARMACEUTICALS INC$1,0000.0%60.0%0.00%
CMS  CMS ENERGY CORP$1,0000.0%180.0%0.00%
CIT  CIT GROUP INC$3,0000.0%600.0%0.00%
CF  CF INDS HLDGS INC$3,000
+50.0%
360.0%0.00%
VMEO  VIMEO INC$0170.0%0.00%
CDW  CDW CORP$2,0000.0%90.0%0.00%
CDK  CDK GLOBAL INC$090.0%0.00%
CBRE  CBRE GROUP INCcl a$2,0000.0%160.0%0.00%
VMW  VMWARE INC$1,0000.0%60.0%0.00%
VOD  VODAFONE GROUP PLC NEWsponsored adr$3,0000.0%1910.0%0.00%
VNT  VONTIER CORPORATION$4,0000.0%1280.0%0.00%
-100.0%
AJRD ExitAEROJET ROCKETDYNE HLDGS INC$0-12
-100.0%
0.00%
BAM  BROOKFIELD ASSET MGMT INCcl a ltd vt sh$1,0000.0%110.0%0.00%
BHF BuyBRIGHTHOUSE FINL INC$07
+250.0%
0.00%
BOX  BOX INCcl a$1,0000.0%400.0%0.00%
BCX  BLACKROCK RES & COMMODITIES$4,0000.0%4000.0%0.00%
-100.0%
BTZ  BLACKROCK CR ALLOCATION INCO$3,0000.0%2240.0%0.00%
WB  WEIBO CORPsponsored adr$020.0%0.00%
BBN  BLACKROCK TAX MUNICPAL BD TR$1,0000.0%300.0%0.00%
BYND BuyBEYOND MEAT INC$2,0000.0%35
+75.0%
0.00%
WSBC  WESBANCO INC$2,0000.0%530.0%0.00%
WST NewWEST PHARMACEUTICAL SVSC INC$4,0009
+100.0%
0.00%
WABC  WESTAMERICA BANCORPORATION$080.0%0.00%
GOLD  BARRICK GOLD CORP$1,0000.0%360.0%0.00%
WU  WESTERN UN CO$1,0000.0%740.0%0.00%
WLK  WESTLAKE CHEM CORP$1,0000.0%150.0%0.00%
BZUN  BAOZUN INCsponsored adr$1,0000.0%730.0%0.00%
BIDU  BAIDU INCspon adr rep a$1,0000.0%40.0%0.00%
BCE  BCE INC$1,0000.0%120.0%0.00%
AVNS  AVANOS MED INC$2,0000.0%620.0%0.00%
ILMN ExitILLUMINA INC$0-2
-100.0%
0.00%
IHAK ExitISHARES TRcybersecurity$0-10
-100.0%
0.00%
DTD BuyWISDOMTREE TRus total dividnd$4,0000.0%60
+100.0%
0.00%
-100.0%
SPWR ExitSUNPOWER CORP$0-22
-100.0%
0.00%
AVCO  AVALON GLOBOCARE CORP$01000.0%0.00%
ACB  AURORA CANNABIS INC$040.0%0.00%
AINC  ASHFORD INC$020.0%0.00%
RPAI ExitRETAIL PPTYS AMER INCcl a$0-263
-100.0%
0.00%
AHT  ASHFORD HOSPITALITY TR INC$1,0000.0%1000.0%0.00%
WYNN  WYNN RESORTS LTD$1,0000.0%90.0%0.00%
XEL NewXCEL ENERGY INC$3,00043
+100.0%
0.00%
XLNX  XILINX INC$3,000
+50.0%
120.0%0.00%
APPN  APPIAN CORPcl a$3,000
-25.0%
460.0%0.00%
-100.0%
APO  APOLLO GLOBAL MGMT INC$2,0000.0%260.0%0.00%
AUY  YAMANA GOLD INC$3,0000.0%8000.0%0.00%
ARI  APOLLO COML REAL EST FIN INC$3,0000.0%2000.0%0.00%
YUMC  YUM CHINA HLDGS INC$4,0000.0%710.0%0.00%
-100.0%
ZEN  ZENDESK INC$3,000
-25.0%
320.0%0.00%
-100.0%
ADI  ANALOG DEVICES INC$4,0000.0%210.0%0.00%
-100.0%
COLD  AMERICOLD RLTY TR$1,0000.0%200.0%0.00%
AWR  AMER STATES WTR CO$2,0000.0%200.0%0.00%
ZNGA  ZYNGA INCcl a$1,0000.0%1000.0%0.00%
ZYNE  ZYNERBA PHARMACEUTICALS INC$1,0000.0%3500.0%0.00%
SSNC ExitSS&C TECHNOLOGIES HLDGS INC$0-8
-100.0%
0.00%
AFG  AMERICAN FINL GROUP INC OHIO$3,0000.0%200.0%0.00%
OXYWS BuyOCCIDENTAL PETE CORP*w exp 08/03/202$023
+21.1%
0.00%
OGE  OGE ENERGY CORP$1,0000.0%390.0%0.00%
NVO  NOVO-NORDISK A Sadr$1,0000.0%90.0%0.00%
NOVT  NOVANTA INC$1,0000.0%50.0%0.00%
NOC  NORTHROP GRUMMAN CORP$010.0%0.00%
ACC  AMERICAN CAMPUS CMNTYS INC$1,0000.0%220.0%0.00%
OR  OSISKO GOLD ROYALTIES LTD$2,0000.0%2000.0%0.00%
NYMT  NEW YORK MTG TR INC$4,0000.0%1,0000.0%0.00%
-100.0%
NYC  NEW YORK CITY REIT INC$3,0000.0%3120.0%0.00%
OC  OWENS CORNING NEW$030.0%0.00%
EDU  NEW ORIENTAL ED & TECHNOLOGYspon adr$0400.0%0.00%
NML  NEUBERGER BERMAN MLP & ENERG$0490.0%0.00%
PJT  PJT PARTNERS INC$030.0%0.00%
NTAP NewNETAPP INC$3,00028
+100.0%
0.00%
AAL SellAMERICAN AIRLS GROUP INC$3,000
-57.1%
182
-44.7%
0.00%
-100.0%
NAVI  NAVIENT CORPORATION$2,0000.0%850.0%0.00%
PTC  PTC INC$3,0000.0%210.0%0.00%
NAVB  NAVIDEA BIOPHARMACEUTICALS I$1,0000.0%5990.0%0.00%
NNN SellNATIONAL RETAIL PROPERTIES I$2,000
-90.0%
50
-89.1%
0.00%
-100.0%
PKG  PACKAGING CORP AMER$1,0000.0%90.0%0.00%
PLTR  PALANTIR TECHNOLOGIES INCcl a$4,000
-20.0%
1930.0%0.00%
-100.0%
NCR  NCR CORP NEW$1,0000.0%360.0%0.00%
MOS BuyMOSAIC CO NEW$3,000
+200.0%
69
+72.5%
0.00%
MPWR  MONOLITHIC PWR SYS INC$1,0000.0%20.0%0.00%
PAYC  PAYCOM SOFTWARE INC$1,0000.0%20.0%0.00%
MC  MOELIS & COcl a$3,0000.0%440.0%0.00%
PEB  PEBBLEBROOK HOTEL TR$2,0000.0%950.0%0.00%
PTON  PELOTON INTERACTIVE INC$1,000
-66.7%
400.0%0.00%
G  GENPACT LIMITED$1,0000.0%200.0%0.00%
HIE  MILLER HOWARD HIGH INC EQTY$1,0000.0%1400.0%0.00%
MAA  MID-AMER APT CMNTYS INC$4,000
+33.3%
170.0%0.00%
MCHP BuyMICROCHIP TECHNOLOGY INC.$04
+100.0%
0.00%
 MICRO FOCUS INTL PLCspon adr new$0390.0%0.00%
MET  METLIFE INC$1,0000.0%240.0%0.00%
MAXR  MAXAR TECHNOLOGIES INC$1,0000.0%490.0%0.00%
MAT  MATTEL INC$3,000
+50.0%
1300.0%0.00%
MTCH SellMATCH GROUP INC NEW$3,000
-40.0%
23
-23.3%
0.00%
-100.0%
ExitISHARES SILVER TRcall$0-4
-100.0%
0.00%
MGA  MAGNA INTL INC$2,0000.0%290.0%0.00%
PNW  PINNACLE WEST CAP CORP$2,0000.0%220.0%0.00%
MAXN ExitMAXEON SOLAR TECHNOLOGIES LT$0-5
-100.0%
0.00%
AYX  ALTERYX INC$2,0000.0%310.0%0.00%
PLUG SellPLUG POWER INC$3,0000.0%96
-14.3%
0.00%
MTB NewM & T BK CORP$2,00012
+100.0%
0.00%
LL  LUMBER LIQUIDATORS HLDGS INC$3,000
-25.0%
2000.0%0.00%
-100.0%
ALL  ALLSTATE CORP$2,0000.0%130.0%0.00%
APTV NewAPTIV PLC$1,0008
+100.0%
0.00%
LAC  LITHIUM AMERS CORP NEW$1,0000.0%500.0%0.00%
LVS  LAS VEGAS SANDS CORP$050.0%0.00%
STOR ExitSTORE CAP CORP$0-163
-100.0%
-0.00%
AGNC ExitAGNC INVT CORP$0-500
-100.0%
-0.00%
DE ExitDEERE & CO$0-26
-100.0%
-0.00%
CRUS ExitCIRRUS LOGIC INC$0-100
-100.0%
-0.00%
VXUS ExitVANGUARD STAR FDSvg tl intl stk f$0-147
-100.0%
-0.00%
ARLP ExitALLIANCE RESOURCE PARTNERS Lut ltd part$0-1,000
-100.0%
-0.00%
NHF ExitNEXPOINT STRATEGIC OPPORTES$0-252
-100.0%
-0.00%
FIV ExitFIRST TR$0-1,318
-100.0%
-0.00%
BMAR ExitINNOVATORETFS TRs&p 500 buffer$0-509
-100.0%
-0.00%
ExitTRILLIUM THERAPEUTICS INC$0-1,000
-100.0%
-0.00%
JDD ExitNUVEEN DIVERSIFIED DIVID & I$0-3,250
-100.0%
-0.00%
PCI ExitPIMCO DYNAMIC CR INCOME FD$0-1,669
-100.0%
-0.01%
RAVN ExitRAVEN INDS INC$0-761
-100.0%
-0.01%
EPRF ExitINNOVATOR ETFS TR IIs&p invstmnt grd$0-99,049
-100.0%
-0.31%
CXP ExitCOLUMBIA PPTY TR INC$0-175,923
-100.0%
-0.43%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-01-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR24Q3 202314.6%
VANECK VECTORS ETF TRUST24Q3 202311.8%
HERCULES CAPITAL INC24Q3 202310.0%
ARES CAPITAL CORP24Q3 20238.2%
PENNANTPARK FLOATING RATE CAPITAL LTD24Q3 20237.4%
MAIN STREET CAPITAL CORP24Q3 202310.3%
ISHARES INC24Q3 20237.2%
GOLUB CAPITAL BDC INC24Q3 20236.7%
ABBVIE INC24Q3 20232.1%
PFIZER INC24Q3 20231.6%

View Sound Income Strategies, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-10
13F-HR2023-10-12
13F-HR2023-07-10
13F-HR2023-04-10
13F-HR2023-01-11
13F-HR2022-10-18
13F-HR2022-07-11
13F-HR2022-04-11
13F-HR2022-01-13
13F-HR2021-10-12

View Sound Income Strategies, LLC's complete filings history.

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