$688 Million is the total value of Sound Income Strategies, LLC's 962 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 20.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $41,038,000 | -3.2% | 1,027,480 | -1.8% | 5.97% | +5.5% |
| HYEM | Sell | VANECK VECTORS ETF TRemerging mkts hi | $31,165,000 | -5.9% | 1,848,459 | -0.8% | 4.53% | +2.6% |
| ARCC | Buy | ARES CAPITAL CORP | $29,832,000 | -1.8% | 1,767,282 | +4.3% | 4.34% | +7.1% |
| EMHY | Buy | ISHARES INCjp mrgn em hi bd | $27,859,000 | -5.6% | 859,059 | +0.2% | 4.05% | +2.9% |
| HTGC | Buy | HERCULES CAPITAL INC | $25,546,000 | -10.6% | 2,206,047 | +4.2% | 3.72% | -2.5% |
| PFLT | Buy | PENNANTPARK FLOATING RATE CA | $24,775,000 | -12.0% | 2,580,738 | +5.3% | 3.60% | -4.0% |
| TSLX | Buy | SIXTH STREET SPECIALTY LENDN | $24,690,000 | -5.9% | 1,511,032 | +6.5% | 3.59% | +2.6% |
| GBDC | Buy | GOLUB CAP BDC INC | $24,522,000 | +2.7% | 1,979,171 | +7.4% | 3.57% | +11.9% |
| PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $24,372,000 | -8.4% | 1,438,721 | +0.2% | 3.54% | -0.1% |
| SDEF | Buy | TIDAL ETF TRsound enhanced | $20,238,000 | -1.5% | 1,239,679 | +4.5% | 2.94% | +7.4% |
| SDEI | Buy | TIDAL ETF TRsound equity inm | $14,538,000 | -3.1% | 632,684 | +6.3% | 2.11% | +5.6% |
| MAIN | Buy | MAIN STR CAP CORP | $12,768,000 | -12.2% | 379,560 | +0.6% | 1.86% | -4.2% |
| ABBV | Buy | ABBVIE INC | $12,545,000 | -3.5% | 93,472 | +10.1% | 1.82% | +5.2% |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $12,449,000 | +2.2% | 172,546 | -5.4% | 1.81% | +11.4% |
| VLO | Buy | VALERO ENERGY CORP | $12,445,000 | +9.0% | 116,473 | +8.4% | 1.81% | +18.9% |
| GEFB | Buy | GREIF INCcl b | $11,048,000 | +7.5% | 181,716 | +10.1% | 1.61% | +17.2% |
| ENB | Buy | ENBRIDGE INC | $10,962,000 | -3.2% | 295,461 | +10.3% | 1.59% | +5.6% |
| OMC | Buy | OMNICOM GROUP INC | $10,019,000 | +21.5% | 158,810 | +22.5% | 1.46% | +32.5% |
| JNK | Sell | SPDR SER TRbloomberg brclys | $10,002,000 | -52.4% | 113,850 | -50.9% | 1.46% | -48.1% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $9,836,000 | -5.9% | 130,662 | +9.4% | 1.43% | +2.7% |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $9,813,000 | -55.0% | 412,671 | -54.4% | 1.43% | -51.0% |
| PFE | Sell | PFIZER INC | $9,515,000 | -23.0% | 217,437 | -7.7% | 1.38% | -16.0% |
| MTB | Buy | M & T BK CORP | $8,947,000 | +20.8% | 50,743 | +9.2% | 1.30% | +31.7% |
| HRB | Sell | BLOCK H & R INC | $8,938,000 | -24.8% | 210,110 | -37.6% | 1.30% | -18.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $8,678,000 | -6.8% | 73,038 | +10.7% | 1.26% | +1.6% |
| FHN | Buy | FIRST HORIZON CORPORATION | $8,523,000 | +15.2% | 372,205 | +10.0% | 1.24% | +25.6% |
| CSCO | Buy | CISCO SYS INC | $7,945,000 | +47.7% | 198,619 | +57.5% | 1.16% | +61.2% |
| PDCO | Buy | PATTERSON COS INC | $7,206,000 | +78.4% | 299,986 | +125.1% | 1.05% | +94.4% |
| T | Buy | AT&T INC | $6,917,000 | -18.0% | 450,898 | +12.0% | 1.01% | -10.6% |
| CSWC | Buy | CAPITAL SOUTHWEST CORP | $6,787,000 | -3.6% | 400,649 | +4.8% | 0.99% | +5.1% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $6,782,000 | +81.7% | 215,977 | +119.3% | 0.99% | +98.0% |
| AAPL | Buy | APPLE INC | $6,627,000 | +4.3% | 47,952 | +3.2% | 0.96% | +13.7% |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $6,510,000 | +6.6% | 763,152 | +14.1% | 0.95% | +16.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,408,000 | -1.5% | 39,225 | +7.1% | 0.93% | +7.5% |
| BEN | Buy | FRANKLIN RESOURCES INC | $5,551,000 | +3.3% | 257,966 | +11.9% | 0.81% | +12.7% |
| HBI | Buy | HANESBRANDS INC | $5,308,000 | -24.8% | 762,610 | +11.2% | 0.77% | -18.0% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $5,286,000 | +7.7% | 179,260 | +3.0% | 0.77% | +17.6% |
| TPVG | Buy | TRIPLEPOINT VENTURE GROWTH B | $5,137,000 | -7.0% | 473,033 | +9.1% | 0.75% | +1.5% |
| SRC | Buy | SPIRIT RLTY CAP INC NEW | $5,125,000 | +0.0% | 141,736 | +4.5% | 0.74% | +9.1% |
| OKE | Buy | ONEOK INC NEW | $5,056,000 | +28.3% | 98,668 | +38.9% | 0.74% | +39.7% |
| DOW | Buy | DOW INC | $4,911,000 | -5.4% | 111,787 | +11.1% | 0.71% | +3.2% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $4,819,000 | +4.5% | 53,693 | +10.5% | 0.70% | +14.0% |
| HYLB | Sell | DBX ETF TRxtrack usd high | $4,739,000 | -49.5% | 144,733 | -48.0% | 0.69% | -45.0% |
| GLPI | Buy | GAMING & LEISURE PPTYS INC | $4,583,000 | +11.6% | 103,593 | +15.7% | 0.67% | +21.9% |
| GNL | Buy | GLOBAL NET LEASE INC | $4,516,000 | -13.9% | 424,073 | +14.4% | 0.66% | -6.1% |
| FALN | Sell | ISHARES TRfaln angls usd | $4,427,000 | -62.9% | 185,212 | -61.8% | 0.64% | -59.5% |
| WHF | Buy | WHITEHORSE FIN INC | $4,337,000 | -3.5% | 390,695 | +14.3% | 0.63% | +5.3% |
| UL | Buy | UNILEVER PLCspon adr new | $4,267,000 | +12.9% | 97,336 | +18.0% | 0.62% | +23.2% |
| XRX | Buy | XEROX HOLDINGS CORP | $3,778,000 | -1.4% | 288,875 | +11.9% | 0.55% | +7.4% |
| CRI | Buy | CARTERS INC | $3,737,000 | +4.5% | 57,023 | +12.3% | 0.54% | +13.8% |
| GMRE | Buy | GLOBAL MED REIT INC | $3,722,000 | -15.7% | 436,827 | +11.1% | 0.54% | -8.1% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $3,679,000 | -8.5% | 310,174 | +17.8% | 0.54% | -0.2% |
| MSM | Buy | MSC INDL DIRECT INCcl a | $3,358,000 | +9.2% | 46,122 | +12.6% | 0.49% | +19.0% |
| NWE | Buy | NORTHWESTERN CORP | $3,346,000 | -4.8% | 67,903 | +13.8% | 0.49% | +3.8% |
| ANGL | Sell | VANECK VECTORS ETF TRfallen angel hg | $3,334,000 | -63.7% | 127,091 | -62.6% | 0.48% | -60.4% |
| ETR | Buy | ENTERGY CORP NEW | $3,291,000 | +2.0% | 32,704 | +14.2% | 0.48% | +11.4% |
| NWL | Buy | NEWELL BRANDS INC | $3,188,000 | -16.0% | 229,484 | +15.1% | 0.46% | -8.3% |
| PSK | Buy | SPDR SER TRwells fg pfd etf | $3,146,000 | -0.5% | 90,238 | +2.3% | 0.46% | +8.5% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $3,100,000 | -0.4% | 151,165 | +3.1% | 0.45% | +8.7% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $3,091,000 | -1.5% | 260,149 | +2.3% | 0.45% | +7.4% |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $3,052,000 | +2.8% | 202,928 | +6.2% | 0.44% | +12.1% |
| PFXF | Buy | VANECK VECTORS ETF TRpfd secs ex finl | $2,965,000 | -1.4% | 172,357 | +3.7% | 0.43% | +7.5% |
| TAP | Buy | MOLSON COORS BEVERAGE COcl b | $2,720,000 | -10.2% | 56,674 | +2.0% | 0.40% | -2.0% |
| AMZN | Buy | AMAZON COM INC | $2,572,000 | +20.5% | 22,763 | +13.3% | 0.37% | +31.2% |
| EIX | Buy | EDISON INTL | $2,526,000 | +2352.4% | 44,643 | +2652.3% | 0.37% | +2521.4% |
| CAG | Buy | CONAGRA BRANDS INC | $2,145,000 | +26712.5% | 65,738 | +29378.9% | 0.31% | +31100.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,948,000 | -3.9% | 20,363 | +2089.6% | 0.28% | +4.8% |
| MSFT | Buy | MICROSOFT CORP | $1,904,000 | +0.5% | 8,174 | +10.9% | 0.28% | +9.5% |
| SPFF | Buy | GLOBAL X FDSglbx suprinc etf | $1,869,000 | +12.1% | 188,800 | +16.4% | 0.27% | +22.5% |
| PFFA | Buy | ETFIS SER TR Ivirtus infrcap | $1,844,000 | +7.8% | 96,869 | +19.5% | 0.27% | +17.5% |
| BCO | Buy | BRINKS CO | $1,789,000 | -19.3% | 36,935 | +1.2% | 0.26% | -12.2% |
| WDC | Buy | WESTERN DIGITAL CORP. | $1,494,000 | -26.5% | 45,911 | +1.3% | 0.22% | -19.9% |
| PLYM | Sell | PLYMOUTH INDL REIT INC | $1,469,000 | -8.6% | 87,386 | -4.7% | 0.21% | 0.0% |
| GPN | Buy | GLOBAL PMTS INC | $1,473,000 | +24.9% | 13,631 | +27.9% | 0.21% | +36.3% |
| NFLX | Buy | NETFLIX INC | $1,448,000 | +70.6% | 6,149 | +26.7% | 0.21% | +86.7% |
| NEE | Sell | NEXTERA ENERGY INC | $1,443,000 | +1.2% | 18,402 | -0.0% | 0.21% | +10.5% |
| PRU | Buy | PRUDENTIAL FINL INC | $1,342,000 | -8.5% | 15,644 | +2.1% | 0.20% | -0.5% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,256,000 | -7.0% | 15,666 | +5.7% | 0.18% | +1.7% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $1,248,000 | -7.8% | 34,665 | +4.6% | 0.18% | +0.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,201,000 | -12.6% | 3,348 | -7.6% | 0.18% | -4.4% |
| GM | Buy | GENERAL MTRS CO | $1,003,000 | +1.6% | 31,263 | +0.6% | 0.15% | +10.6% |
| WRK | Buy | WESTROCK CO | $985,000 | -21.1% | 31,892 | +1.8% | 0.14% | -13.9% |
| BK | Buy | BANK NEW YORK MELLON CORP | $930,000 | +7650.0% | 24,134 | +8338.5% | 0.14% | +6650.0% |
| EWRE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $898,000 | +0.6% | 29,994 | +12.2% | 0.13% | +10.1% |
| VTRS | Buy | VIATRIS INC | $887,000 | -17.4% | 104,083 | +1.5% | 0.13% | -9.8% |
| SYF | Buy | SYNCHRONY FINANCIAL | $817,000 | +2.5% | 28,967 | +0.4% | 0.12% | +12.3% |
| PH | Buy | PARKER-HANNIFIN CORP | $776,000 | +1.7% | 3,202 | +3.2% | 0.11% | +10.8% |
| TSLA | Buy | TESLA INC | $757,000 | +15.2% | 2,854 | +192.4% | 0.11% | +25.0% |
| PEP | Buy | PEPSICO INC | $714,000 | +6.1% | 4,375 | +8.4% | 0.10% | +15.6% |
| AWF | Sell | ALLIANCEBERNSTEIN GLOBAL HIG | $680,000 | -9.2% | 76,601 | -0.1% | 0.10% | -1.0% |
| FFC | Sell | FLAHERTY & CRUMRINE PFD SECS | $654,000 | -13.1% | 44,069 | -1.8% | 0.10% | -5.0% |
| XOM | Sell | EXXON MOBIL CORP | $653,000 | +2.0% | 7,475 | -0.0% | 0.10% | +11.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $632,000 | -14.4% | 5,008 | -2.5% | 0.09% | -6.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $632,000 | +1.4% | 2,366 | +3.7% | 0.09% | +10.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $581,000 | -20.2% | 6,040 | +1713.8% | 0.08% | -13.4% |
| HD | Sell | HOME DEPOT INC | $478,000 | -17.7% | 1,733 | -18.3% | 0.07% | -9.1% |
| VOO | Sell | VANGUARD INDEX FDS | $476,000 | -29.4% | 1,450 | -25.3% | 0.07% | -23.3% |
| ES | Buy | EVERSOURCE ENERGY | $459,000 | -7.6% | 5,892 | +0.1% | 0.07% | +1.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $457,000 | -3.2% | 4,376 | +4.3% | 0.07% | +4.8% |
| CVX | Buy | CHEVRON CORP NEW | $447,000 | +7.2% | 3,112 | +8.1% | 0.06% | +16.1% |
| REZ | Sell | ISHARES TRresidential mult | $427,000 | -19.3% | 5,941 | -10.1% | 0.06% | -12.7% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $422,000 | +414.6% | 4,117 | +475.8% | 0.06% | +454.5% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $414,000 | -1.9% | 17,394 | +0.5% | 0.06% | +7.1% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $409,000 | -33.9% | 3,424 | -30.7% | 0.06% | -28.9% |
| MRK | Sell | MERCK & CO. INC | $390,000 | -5.8% | 4,533 | -0.2% | 0.06% | +3.6% |
| WMT | Sell | WALMART INC | $384,000 | -5.4% | 2,959 | -11.3% | 0.06% | +3.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $388,000 | -37.4% | 1,086 | -33.9% | 0.06% | -32.5% |
| MO | Buy | ALTRIA GROUP INC | $379,000 | -1.8% | 9,390 | +1.5% | 0.06% | +7.8% |
| MCD | Buy | MCDONALDS CORP | $376,000 | -5.3% | 1,628 | +1.2% | 0.06% | +3.8% |
| USDU | New | WISDOMTREE TRblmbg us bull | $369,000 | – | 12,407 | +100.0% | 0.05% | – |
| PFF | Sell | ISHARES TRpfd and incm sec | $372,000 | -6.5% | 11,731 | -3.0% | 0.05% | +1.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $348,000 | +32.8% | 690 | +35.3% | 0.05% | +45.7% |
| IWX | Sell | ISHARES TRrus tp200 vl etf | $346,000 | -37.8% | 6,002 | -33.3% | 0.05% | -32.4% |
| GLD | Sell | SPDR GOLD TR | $341,000 | -53.2% | 2,205 | -49.0% | 0.05% | -48.5% |
| IGLB | Sell | ISHARES TR10+ yr invst grd | $330,000 | -18.5% | 6,835 | -10.1% | 0.05% | -11.1% |
| USIG | Sell | ISHARES TRusd inv grde etf | $305,000 | -29.9% | 6,344 | -25.7% | 0.04% | -24.1% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $293,000 | -32.6% | 6,488 | -28.7% | 0.04% | -25.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $294,000 | -12.8% | 7,755 | +16.7% | 0.04% | -4.4% |
| CSX | Buy | CSX CORP | $285,000 | -8.4% | 10,712 | +0.0% | 0.04% | 0.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $270,000 | -27.8% | 2,800 | -23.8% | 0.04% | -22.0% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $263,000 | -4.7% | 2,734 | +0.6% | 0.04% | +2.7% |
| KO | Sell | COCA COLA CO | $261,000 | -15.5% | 4,662 | -4.9% | 0.04% | -7.3% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $256,000 | +631.4% | 3,421 | +660.2% | 0.04% | +640.0% |
| UNP | Buy | UNION PAC CORP | $253,000 | -5.6% | 1,299 | +3.5% | 0.04% | +2.8% |
| DHR | Buy | DANAHER CORPORATION | $247,000 | +26.0% | 955 | +23.4% | 0.04% | +38.5% |
| F | Buy | FORD MTR CO DEL | $232,000 | +10.0% | 20,678 | +9.3% | 0.03% | +21.4% |
| YUM | Buy | YUM BRANDS INC | $232,000 | +828.0% | 2,179 | +886.0% | 0.03% | +1033.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $233,000 | +28.7% | 494 | +30.7% | 0.03% | +41.7% |
| DIS | Buy | DISNEY WALT CO | $226,000 | +9.2% | 2,400 | +9.7% | 0.03% | +17.9% |
| CVS | Buy | CVS HEALTH CORP | $226,000 | +16.5% | 2,368 | +13.4% | 0.03% | +26.9% |
| SYY | Sell | SYSCO CORP | $230,000 | -17.6% | 3,258 | -0.9% | 0.03% | -10.8% |
| EVRG | Buy | EVERGY INC | $221,000 | -8.7% | 3,718 | +0.5% | 0.03% | 0.0% |
| SHV | Sell | ISHARES TRshort treas bd | $223,000 | -70.6% | 2,032 | -70.5% | 0.03% | -68.3% |
| MMM | Buy | 3M CO | $210,000 | +125.8% | 1,903 | +165.4% | 0.03% | +158.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $198,000 | -11.6% | 513 | -1.7% | 0.03% | -3.3% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $194,000 | -35.1% | 3,332 | -31.8% | 0.03% | -30.0% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $183,000 | -70.0% | 684 | -68.5% | 0.03% | -66.7% |
| PM | PHILIP MORRIS INTL INC | $184,000 | -15.6% | 2,211 | 0.0% | 0.03% | -6.9% | |
| PDBC | Sell | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $183,000 | -44.7% | 11,313 | -38.3% | 0.03% | -38.6% |
| ACM | AECOM | $179,000 | +4.7% | 2,620 | 0.0% | 0.03% | +13.0% | |
| BIZD | Sell | VANECK VECTORS ETF TR | $180,000 | -16.7% | 13,273 | -7.0% | 0.03% | -10.3% |
| LLY | Buy | LILLY ELI & CO | $171,000 | +72.7% | 528 | +73.1% | 0.02% | +92.3% |
| V | Sell | VISA INC | $166,000 | -16.2% | 937 | -7.0% | 0.02% | -7.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $159,000 | +8.9% | 987 | +23.4% | 0.02% | +21.1% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $159,000 | -31.8% | 2,749 | -30.6% | 0.02% | -25.8% |
| BAC | Sell | BK OF AMERICA CORP | $145,000 | -12.1% | 4,793 | -9.6% | 0.02% | -4.5% |
| PPG | Buy | PPG INDS INC | $144,000 | +5.1% | 1,299 | +8.2% | 0.02% | +16.7% |
| AFL | Buy | AFLAC INC | $138,000 | +40.8% | 2,460 | +39.5% | 0.02% | +53.8% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $136,000 | +14.3% | 1,667 | +35.0% | 0.02% | +25.0% |
| EFV | Sell | ISHARES TReafe value etf | $130,000 | -39.0% | 3,370 | -31.2% | 0.02% | -32.1% |
| ABT | Sell | ABBOTT LABS | $128,000 | -35.7% | 1,318 | -28.0% | 0.02% | -29.6% |
| DE | Buy | DEERE & CO | $132,000 | +388.9% | 395 | +338.9% | 0.02% | +375.0% |
| FSK | Buy | FS KKR CAP CORP | $126,000 | -1.6% | 7,418 | +12.3% | 0.02% | +5.9% |
| SRE | Buy | SEMPRA ENERGY | $122,000 | +0.8% | 813 | +1.1% | 0.02% | +12.5% |
| NVDA | Sell | NVIDIA CORPORATION | $127,000 | -37.7% | 1,049 | -22.1% | 0.02% | -33.3% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $122,000 | +2950.0% | 173 | +2371.4% | 0.02% | +1700.0% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $123,000 | -11.5% | 1,564 | -11.1% | 0.02% | -5.3% |
| SO | Sell | SOUTHERN CO | $115,000 | -5.7% | 1,687 | -1.3% | 0.02% | +6.2% |
| BTI | BRITISH AMERN TOB PLCsponsored adr | $118,000 | -17.5% | 3,335 | 0.0% | 0.02% | -10.5% | |
| INTC | Buy | INTEL CORP | $116,000 | -30.5% | 4,493 | +0.6% | 0.02% | -22.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $115,000 | -49.3% | 2,686 | -42.1% | 0.02% | -43.3% |
| CAT | Sell | CATERPILLAR INC | $113,000 | -8.1% | 686 | -0.3% | 0.02% | 0.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $110,000 | -6.8% | 1,553 | +1.0% | 0.02% | 0.0% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $111,000 | +311.1% | 1,551 | +336.9% | 0.02% | +300.0% |
| WPC | Sell | WP CAREY INC | $113,000 | -16.3% | 1,616 | -0.8% | 0.02% | -11.1% |
| ED | CONSOLIDATED EDISON INC | $112,000 | -9.7% | 1,302 | 0.0% | 0.02% | -5.9% | |
| TXN | Sell | TEXAS INSTRS INC | $112,000 | -18.2% | 721 | -19.0% | 0.02% | -11.1% |
| NI | Sell | NISOURCE INC | $100,000 | -15.3% | 3,969 | -0.4% | 0.02% | -6.2% |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $106,000 | -1.9% | 7,061 | 0.0% | 0.02% | +7.1% | |
| AMGN | Buy | AMGEN INC | $105,000 | -3.7% | 464 | +3.1% | 0.02% | 0.0% |
| SPIP | New | SPDR SER TRportfli tips etf | $100,000 | – | 3,939 | +100.0% | 0.02% | – |
| PTLC | PACER FDS TRtrendp us lar cp | $101,000 | 0.0% | 2,679 | 0.0% | 0.02% | +15.4% | |
| EFG | Sell | ISHARES TReafe grwth etf | $97,000 | -39.8% | 1,337 | -33.0% | 0.01% | -33.3% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $93,000 | -31.6% | 1,397 | -29.7% | 0.01% | -22.2% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $96,000 | -5.0% | 2,260 | 0.0% | 0.01% | +7.7% | |
| ETN | Buy | EATON CORP PLC | $89,000 | +34.8% | 664 | +26.5% | 0.01% | +44.4% |
| GIS | Buy | GENERAL MLS INC | $91,000 | +44.4% | 1,185 | +42.8% | 0.01% | +62.5% |
| THG | HANOVER INS GROUP INC | $90,000 | -12.6% | 706 | 0.0% | 0.01% | -7.1% | |
| O | Buy | REALTY INCOME CORP | $91,000 | -15.0% | 1,571 | +0.3% | 0.01% | -7.1% |
| ORCL | Buy | ORACLE CORP | $87,000 | -3.3% | 1,419 | +10.7% | 0.01% | +8.3% |
| EMR | Buy | EMERSON ELEC CO | $80,000 | +515.4% | 1,093 | +546.7% | 0.01% | +500.0% |
| CFO | Buy | VICTORY PORTFOLIOS II | $81,000 | +19.1% | 1,264 | +19.2% | 0.01% | +33.3% |
| FTGC | New | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $84,000 | – | 3,300 | +100.0% | 0.01% | – |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $83,000 | +13.7% | 1,658 | +14.2% | 0.01% | +20.0% |
| IG | Sell | PRINCIPAL EXCHANGE-TRADED FDprnc invt grad | $81,000 | -10.0% | 3,966 | -4.1% | 0.01% | 0.0% |
| ET | ENERGY TRANSFER LP | $81,000 | +11.0% | 7,358 | 0.0% | 0.01% | +20.0% | |
| SBUX | Buy | STARBUCKS CORP | $81,000 | +28.6% | 960 | +15.8% | 0.01% | +50.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $84,000 | +37.7% | 466 | +42.9% | 0.01% | +50.0% |
| YUMC | Buy | YUM CHINA HLDGS INC | $82,000 | +2633.3% | 1,737 | +2346.5% | 0.01% | – |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $80,000 | +8.1% | 1,267 | +30.8% | 0.01% | +20.0% |
| IUSB | Sell | ISHARES TRcore total usd | $80,000 | -4.8% | 1,789 | -0.1% | 0.01% | +9.1% |
| SLB | Buy | SCHLUMBERGER LTD | $84,000 | +1.2% | 2,328 | +0.0% | 0.01% | +9.1% |
| WMB | Buy | WILLIAMS COS INC | $76,000 | +18.8% | 2,671 | +30.0% | 0.01% | +22.2% |
| FUN | Buy | CEDAR FAIR L Pdepositry unit | $79,000 | +690.0% | 1,919 | +772.3% | 0.01% | +1000.0% |
| MPLX | MPLX LP | $72,000 | +2.9% | 2,400 | 0.0% | 0.01% | +11.1% | |
| VTR | Buy | VENTAS INC | $68,000 | -20.0% | 1,704 | +3.0% | 0.01% | -9.1% |
| DUK | Sell | DUKE ENERGY CORP NEW | $67,000 | -17.3% | 718 | -4.8% | 0.01% | -9.1% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $66,000 | +22.2% | 672 | +22.9% | 0.01% | +42.9% |
| MRNA | MODERNA INC | $71,000 | -17.4% | 600 | 0.0% | 0.01% | -9.1% | |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $68,000 | +28.3% | 1,424 | +33.8% | 0.01% | +42.9% |
| HON | Sell | HONEYWELL INTL INC | $69,000 | -9.2% | 415 | -4.6% | 0.01% | 0.0% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $66,000 | +32.0% | 1,118 | +32.5% | 0.01% | +42.9% |
| MPC | Buy | MARATHON PETE CORP | $68,000 | +78.9% | 687 | +46.8% | 0.01% | +100.0% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $70,000 | +250.0% | 2,231 | +255.3% | 0.01% | +233.3% |
| MS | Buy | MORGAN STANLEY | $63,000 | +142.3% | 795 | +131.8% | 0.01% | +200.0% |
| NPV | NUVEEN VIRGINIA QLTY MUNCPL | $59,000 | 0.0% | 4,765 | 0.0% | 0.01% | +12.5% | |
| COP | Buy | CONOCOPHILLIPS | $63,000 | +14.5% | 613 | +0.5% | 0.01% | +28.6% |
| CTVA | Buy | CORTEVA INC | $63,000 | +600.0% | 1,099 | +535.3% | 0.01% | +800.0% |
| BA | Buy | BOEING CO | $65,000 | +12.1% | 537 | +26.7% | 0.01% | +12.5% |
| SPXL | DIREXION SHS ETF TRdrx s&p500bull | $62,000 | -18.4% | 1,152 | 0.0% | 0.01% | -10.0% | |
| D | Buy | DOMINION ENERGY INC | $64,000 | -4.5% | 925 | +9.6% | 0.01% | 0.0% |
| KMB | KIMBERLY-CLARK CORP | $65,000 | -16.7% | 579 | 0.0% | 0.01% | -10.0% | |
| BCI | New | ETFS TR | $65,000 | – | 2,500 | +100.0% | 0.01% | – |
| TGT | Buy | TARGET CORP | $64,000 | +56.1% | 434 | +51.2% | 0.01% | +80.0% |
| PSEP | New | INNOVATOR ETFS TRs&p 500 pwr | $59,000 | – | 2,106 | +100.0% | 0.01% | – |
| SPLB | Sell | SPDR SER TRportfolio ln cor | $63,000 | -14.9% | 2,886 | -5.7% | 0.01% | -10.0% |
| WM | Buy | WASTE MGMT INC DEL | $61,000 | +29.8% | 380 | +23.4% | 0.01% | +50.0% |
| CRM | Buy | SALESFORCE COM INC | $64,000 | +48.8% | 443 | +69.7% | 0.01% | +50.0% |
| GILD | Sell | GILEAD SCIENCES INC | $61,000 | -9.0% | 995 | -8.5% | 0.01% | 0.0% |
| PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $60,000 | -4.8% | 813 | 0.0% | 0.01% | +12.5% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $53,000 | -8.6% | 104 | -2.8% | 0.01% | 0.0% |
| VGLT | Sell | VANGUARD SCOTTSDALE FDSlong term treas | $54,000 | -41.9% | 860 | -35.4% | 0.01% | -33.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $55,000 | +14.6% | 259 | +20.5% | 0.01% | +33.3% |
| IUSG | ISHARES TRcore s&p us gwt | $57,000 | -3.4% | 705 | 0.0% | 0.01% | 0.0% | |
| WTRG | Sell | ESSENTIAL UTILS INC | $52,000 | -10.3% | 1,249 | -0.7% | 0.01% | 0.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $54,000 | +3.8% | 819 | +13.1% | 0.01% | +14.3% |
| AZO | AUTOZONE INC | $58,000 | 0.0% | 27 | 0.0% | 0.01% | 0.0% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $52,000 | +10.6% | 232 | +3.6% | 0.01% | +33.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $53,000 | -34.6% | 185 | -28.3% | 0.01% | -27.3% |
| DD | Buy | DUPONT DE NEMOURS INC | $56,000 | +330.8% | 1,112 | +383.5% | 0.01% | +300.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $56,000 | 0.0% | 3,380 | +1.5% | 0.01% | +14.3% |
| BDX | Sell | BECTON DICKINSON & CO | $56,000 | -23.3% | 253 | -14.5% | 0.01% | -20.0% |
| ILTB | Sell | ISHARES TRcore lt usdb etf | $48,000 | -18.6% | 951 | -9.9% | 0.01% | -12.5% |
| WEC | Buy | WEC ENERGY GROUP INC | $48,000 | -7.7% | 534 | +3.7% | 0.01% | 0.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $45,000 | +40.6% | 211 | +68.8% | 0.01% | +75.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $50,000 | +25.0% | 586 | +2.3% | 0.01% | +40.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $51,000 | +8.5% | 927 | +21.3% | 0.01% | +16.7% |
| GD | Buy | GENERAL DYNAMICS CORP | $49,000 | +122.7% | 230 | +134.7% | 0.01% | +133.3% |
| LIN | Buy | LINDE PLC | $50,000 | +4.2% | 186 | +10.7% | 0.01% | +16.7% |
| FAST | Buy | FASTENAL CO | $47,000 | -6.0% | 1,024 | +2.5% | 0.01% | 0.0% |
| PSA | PUBLIC STORAGE | $48,000 | -7.7% | 165 | 0.0% | 0.01% | 0.0% | |
| NKE | Buy | NIKE INCcl b | $49,000 | -7.5% | 585 | +12.7% | 0.01% | 0.0% |
| BX | Buy | BLACKSTONE GROUP INC | $46,000 | -2.1% | 550 | +7.0% | 0.01% | +16.7% |
| IRT | INDEPENDENCE RLTY TR INC | $45,000 | -19.6% | 2,711 | 0.0% | 0.01% | 0.0% | |
| OXY | Buy | OCCIDENTAL PETE CORP | $48,000 | +336.4% | 787 | +320.9% | 0.01% | +600.0% |
| SLV | ISHARES SILVER TRishares | $51,000 | -5.6% | 2,900 | 0.0% | 0.01% | 0.0% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $45,000 | +400.0% | 436 | +412.9% | 0.01% | +600.0% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $40,000 | -35.5% | 131 | -1.5% | 0.01% | -25.0% |
| FITB | FIFTH THIRD BANCORP | $43,000 | -4.4% | 1,345 | 0.0% | 0.01% | 0.0% | |
| USB | Buy | US BANCORP DEL | $44,000 | +37.5% | 1,094 | +59.7% | 0.01% | +50.0% |
| KKR | Sell | KKR & CO INC | $42,000 | -30.0% | 980 | -24.1% | 0.01% | -25.0% |
| VFH | VANGUARD WORLD FDSfinancials etf | $38,000 | -5.0% | 515 | 0.0% | 0.01% | +20.0% | |
| IRM | Buy | IRON MTN INC NEW | $40,000 | +5.3% | 899 | +14.4% | 0.01% | +20.0% |
| TJX | Sell | TJX COS INC NEW | $42,000 | +2.4% | 668 | -8.0% | 0.01% | +20.0% |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION | $38,000 | 0.0% | 3,663 | +19.8% | 0.01% | +20.0% |
| BBRE | Sell | J P MORGAN EXCHANGE-TRADED Fbetbuld msci | $38,000 | -11.6% | 479 | -2.6% | 0.01% | 0.0% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $39,000 | -7.1% | 683 | 0.0% | 0.01% | 0.0% | |
| UI | UBIQUITI INC | $41,000 | +17.1% | 139 | 0.0% | 0.01% | +20.0% | |
| MINC | ADVISORSHARES TRnewflt mulsinc | $41,000 | 0.0% | 909 | 0.0% | 0.01% | +20.0% | |
| DTE | DTE ENERGY CO | $42,000 | -8.7% | 362 | 0.0% | 0.01% | 0.0% | |
| TFC | Buy | TRUIST FINL CORP | $44,000 | -4.3% | 1,000 | +2.2% | 0.01% | 0.0% |
| FTF | Buy | FRANKLIN LTD DURATION INCOME | $39,000 | -9.3% | 6,378 | +0.8% | 0.01% | 0.0% |
| SSB | SOUTH ST CORP | $38,000 | +2.7% | 480 | 0.0% | 0.01% | +20.0% | |
| QCOM | Sell | QUALCOMM INC | $41,000 | -28.1% | 363 | -19.2% | 0.01% | -25.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $35,000 | -18.6% | 128 | +9.4% | 0.01% | -16.7% |
| BP | Buy | BP PLCsponsored adr | $32,000 | +10.3% | 1,118 | +10.1% | 0.01% | +25.0% |
| TTEK | TETRA TECH INC NEW | $37,000 | -7.5% | 290 | 0.0% | 0.01% | 0.0% | |
| DNP | DNP SELECT INCOME FD INC | $31,000 | -6.1% | 3,007 | 0.0% | 0.01% | +25.0% | |
| IGSB | Sell | ISHARES TR | $37,000 | -19.6% | 754 | -17.5% | 0.01% | -16.7% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $34,000 | -5.6% | 328 | -4.9% | 0.01% | 0.0% |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $33,000 | -2.9% | 200 | 0.0% | 0.01% | 0.0% | |
| OTTR | OTTER TAIL CORP | $31,000 | -8.8% | 500 | 0.0% | 0.01% | 0.0% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $31,000 | -6.1% | 858 | 0.0% | 0.01% | +25.0% | |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $31,000 | – | 1,014 | +100.0% | 0.01% | – |
| ITOT | ISHARES TRcore s&p ttl stk | $34,000 | -5.6% | 433 | 0.0% | 0.01% | 0.0% | |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $32,000 | -17.9% | 423 | -1.2% | 0.01% | 0.0% |
| HYG | ISHARES TRiboxx hi yd etf | $33,000 | -2.9% | 456 | 0.0% | 0.01% | 0.0% | |
| OLP | Sell | ONE LIBERTY PPTYS INC | $32,000 | -28.9% | 1,538 | -10.6% | 0.01% | -16.7% |
| PFN | PIMCO INCOME STRATEGY FD II | $33,000 | -13.2% | 4,786 | 0.0% | 0.01% | 0.0% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $31,000 | +19.2% | 327 | +25.8% | 0.01% | +66.7% |
| APD | Buy | AIR PRODS & CHEMS INC | $34,000 | +3.0% | 144 | +5.1% | 0.01% | +25.0% |
| MDT | Sell | MEDTRONIC PLC | $35,000 | -12.5% | 437 | -3.1% | 0.01% | 0.0% |
| FE | Buy | FIRSTENERGY CORP | $31,000 | -3.1% | 849 | +0.5% | 0.01% | +25.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $35,000 | -7.9% | 195 | -5.3% | 0.01% | 0.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $35,000 | +150.0% | 492 | +158.9% | 0.01% | +150.0% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $33,000 | +43.5% | 239 | +53.2% | 0.01% | +66.7% |
| MU | Buy | MICRON TECHNOLOGY INC | $35,000 | +169.2% | 706 | +207.0% | 0.01% | +150.0% |
| PCAR | New | PACCAR INC | $36,000 | – | 425 | +100.0% | 0.01% | – |
| GEF | Buy | GREIF INCcl a | $36,000 | -2.7% | 601 | +0.2% | 0.01% | 0.0% |
| OCSL | Buy | OAKTREE SPECIALTY LENDING CO | $31,000 | +106.7% | 5,187 | +123.8% | 0.01% | +150.0% |
| HPI | HANCOCK JOHN PFD INCOME FDsh ben int | $34,000 | -10.5% | 2,150 | 0.0% | 0.01% | 0.0% | |
| SPTL | New | SPDR SER TRportfolio ln tsr | $34,000 | – | 1,163 | +100.0% | 0.01% | – |
| WFC | Buy | WELLS FARGO CO NEW | $37,000 | +60.9% | 911 | +53.6% | 0.01% | +66.7% |
| IEF | ISHARES TRbarclays 7 10 yr | $32,000 | -5.9% | 329 | 0.0% | 0.01% | 0.0% | |
| DEO | DIAGEO PLCspon adr new | $34,000 | -2.9% | 200 | 0.0% | 0.01% | 0.0% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $26,000 | -3.7% | 149 | 0.0% | 0.00% | 0.0% | |
| MMC | Sell | MARSH & MCLENNAN COS INC | $29,000 | -6.5% | 197 | -1.5% | 0.00% | 0.0% |
| IP | Sell | INTERNATIONAL PAPER CO | $25,000 | -32.4% | 777 | -11.4% | 0.00% | -20.0% |
| IWN | New | ISHARES TRrus 2000 val etf | $26,000 | – | 202 | +100.0% | 0.00% | – |
| AXP | Sell | AMERICAN EXPRESS CO | $30,000 | -6.2% | 224 | -2.6% | 0.00% | 0.0% |
| AGZ | ISHARES TRagency bond etf | $30,000 | -3.2% | 281 | 0.0% | 0.00% | 0.0% | |
| ZTS | Buy | ZOETIS INCcl a | $30,000 | +11.1% | 205 | +32.3% | 0.00% | 0.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $25,000 | -80.0% | 466 | -78.0% | 0.00% | -76.5% |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $27,000 | -3.6% | 805 | 0.0% | 0.00% | 0.0% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $25,000 | +8.7% | 866 | +45.5% | 0.00% | +33.3% |
| CMP | Buy | COMPASS MINERALS INTL INC | $28,000 | +16.7% | 733 | +6.4% | 0.00% | +33.3% |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $27,000 | -10.0% | 3,900 | 0.0% | 0.00% | 0.0% | |
| KIE | SPDR SER TRs&p ins etf | $25,000 | -3.8% | 690 | 0.0% | 0.00% | +33.3% | |
| NUE | NUCOR CORP | $25,000 | +4.2% | 233 | 0.0% | 0.00% | +33.3% | |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $26,000 | +36.8% | 157 | +40.2% | 0.00% | +33.3% |
| ESEB | DBX ETF TRxtrck jp mrgn es | $30,000 | -6.2% | 1,951 | 0.0% | 0.00% | 0.0% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $29,000 | -23.7% | 139 | -10.9% | 0.00% | -20.0% |
| DRI | DARDEN RESTAURANTS INC | $27,000 | +12.5% | 211 | 0.0% | 0.00% | +33.3% | |
| SPTI | SPDR SER TRportfli intrmdit | $29,000 | -3.3% | 1,028 | 0.0% | 0.00% | 0.0% | |
| DXCM | Buy | DEXCOM INC | $26,000 | +333.3% | 320 | +300.0% | 0.00% | +300.0% |
| HPQ | Sell | HP INC | $27,000 | -99.6% | 1,086 | -99.4% | 0.00% | -99.5% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $28,000 | -3.4% | 70 | 0.0% | 0.00% | 0.0% | |
| USMV | Buy | ISHARES TRmsci usa min vol | $25,000 | -7.4% | 384 | +1.6% | 0.00% | 0.0% |
| FPEI | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $29,000 | -3.3% | 1,709 | 0.0% | 0.00% | 0.0% | |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $27,000 | +28.6% | 700 | +16.7% | 0.00% | +33.3% |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $28,000 | +16.7% | 1,000 | 0.0% | 0.00% | +33.3% | |
| SPLG | SPDR SER TRportfolio s&p500 | $30,000 | -3.2% | 704 | 0.0% | 0.00% | 0.0% | |
| NJAN | INNOVATORETFS TRnasdaq 100 pwr | $26,000 | -3.7% | 768 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $27,000 | 0.0% | 2,405 | 0.0% | 0.00% | 0.0% | |
| ADC | AGREE REALTY CORP | $27,000 | -6.9% | 405 | 0.0% | 0.00% | 0.0% | |
| AVGO | Sell | BROADCOM INC | $29,000 | -19.4% | 65 | -13.3% | 0.00% | -20.0% |
| AMAT | Sell | APPLIED MATLS INC | $29,000 | -21.6% | 351 | -14.4% | 0.00% | -20.0% |
| BOE | BLACKROCK ENHANCED GLOBAL DI | $27,000 | -10.0% | 3,100 | 0.0% | 0.00% | 0.0% | |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $29,000 | +11.5% | 515 | +26.2% | 0.00% | +33.3% |
| DOC | Buy | PHYSICIANS RLTY TR | $23,000 | +15.0% | 1,540 | +37.5% | 0.00% | 0.0% |
| USHY | Buy | ISHARES TRbroad usd high | $22,000 | -4.3% | 667 | +0.2% | 0.00% | 0.0% |
| LOW | Buy | LOWES COS INC | $23,000 | +21.1% | 125 | +13.6% | 0.00% | 0.0% |
| MRO | Buy | MARATHON OIL CORP | $18,000 | +5.9% | 811 | +6.7% | 0.00% | +50.0% |
| MKC | Sell | MCCORMICK & CO INC | $21,000 | -32.3% | 300 | -18.5% | 0.00% | -25.0% |
| MCK | Sell | MCKESSON CORP | $20,000 | 0.0% | 59 | -3.3% | 0.00% | 0.0% |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $19,000 | -13.6% | 1,851 | 0.0% | 0.00% | 0.0% | |
| NSC | NORFOLK SOUTHN CORP | $24,000 | -7.7% | 113 | 0.0% | 0.00% | 0.0% | |
| CI | Sell | CIGNA CORP NEW | $18,000 | -5.3% | 66 | -7.0% | 0.00% | 0.0% |
| CME | Buy | CME GROUP INC | $23,000 | -8.0% | 129 | +7.5% | 0.00% | 0.0% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $24,000 | +26.3% | 662 | +24.0% | 0.00% | 0.0% |
| BIV | VANGUARD BD INDEX FDSintermed term | $20,000 | -9.1% | 277 | 0.0% | 0.00% | 0.0% | |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $19,000 | -24.0% | 261 | -16.1% | 0.00% | 0.0% |
| C | Sell | CITIGROUP INC | $22,000 | -31.2% | 533 | -22.8% | 0.00% | -25.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $19,000 | -9.5% | 277 | +4.5% | 0.00% | 0.0% |
| CUZ | COUSINS PPTYS INC | $24,000 | -22.6% | 1,046 | 0.0% | 0.00% | -25.0% | |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $21,000 | -34.4% | 289 | -1.7% | 0.00% | -25.0% |
| UBER | Buy | UBER TECHNOLOGIES INC | $22,000 | +46.7% | 845 | +14.7% | 0.00% | +50.0% |
| FIHD | UBS AG LONDON BRANCHfi enhancd etn | $24,000 | -20.0% | 146 | 0.0% | 0.00% | -25.0% | |
| TWTR | TWITTER INC | $24,000 | +14.3% | 553 | 0.0% | 0.00% | 0.0% | |
| TRV | Buy | TRAVELERS COMPANIES INC | $20,000 | +122.2% | 133 | +137.5% | 0.00% | +200.0% |
| XRAY | DENTSPLY SIRONA INC | $23,000 | -17.9% | 794 | 0.0% | 0.00% | -25.0% | |
| DVN | New | DEVON ENERGY CORP NEW | $22,000 | – | 370 | +100.0% | 0.00% | – |
| EOG | Buy | EOG RES INC | $21,000 | +10.5% | 186 | +9.4% | 0.00% | 0.0% |
| EPR | EPR PPTYS | $20,000 | -23.1% | 559 | 0.0% | 0.00% | 0.0% | |
| EVV | EATON VANCE LTD DURATION INC | $21,000 | -8.7% | 2,260 | 0.0% | 0.00% | 0.0% | |
| XHR | Buy | XENIA HOTELS & RESORTS INC | $18,000 | 0.0% | 1,300 | +5.0% | 0.00% | +50.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $18,000 | -5.3% | 260 | +12.6% | 0.00% | 0.0% |
| TMUS | Buy | T-MOBILE US INC | $24,000 | +14.3% | 178 | +11.9% | 0.00% | 0.0% |
| DGRW | WISDOMTREE TRus qtly div grt | $18,000 | -5.3% | 328 | 0.0% | 0.00% | 0.0% | |
| STAG | STAG INDL INC | $19,000 | -9.5% | 664 | 0.0% | 0.00% | 0.0% | |
| EPS | WISDOMTREE TRus largecap fund | $21,000 | -4.5% | 536 | 0.0% | 0.00% | 0.0% | |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $19,000 | +26.7% | 1,162 | +33.6% | 0.00% | +50.0% |
| FISV | Sell | FISERV INC | $21,000 | -22.2% | 220 | -26.7% | 0.00% | -25.0% |
| FTV | Sell | FORTIVE CORP | $19,000 | +5.6% | 319 | -2.1% | 0.00% | +50.0% |
| APLE | APPLE HOSPITALITY REIT INC | $18,000 | 0.0% | 1,250 | 0.0% | 0.00% | +50.0% | |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $24,000 | +50.0% | 1,054 | +50.4% | 0.00% | +50.0% |
| ASTE | ASTEC INDS INC | $20,000 | -23.1% | 626 | 0.0% | 0.00% | 0.0% | |
| ARKK | Sell | ARK ETF TRinnovation etf | $18,000 | -10.0% | 476 | -4.2% | 0.00% | 0.0% |
| CWB | SPDR SER TRblmbrg brc cnvrt | $18,000 | 0.0% | 284 | 0.0% | 0.00% | +50.0% | |
| AGR | AVANGRID INC | $23,000 | -11.5% | 556 | 0.0% | 0.00% | 0.0% | |
| REGN | Sell | REGENERON PHARMACEUTICALS | $22,000 | -46.3% | 32 | -53.6% | 0.00% | -40.0% |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $20,000 | +33.3% | 402 | +53.4% | 0.00% | +50.0% |
| PLD | Buy | PROLOGIS INC. | $18,000 | -5.3% | 181 | +12.4% | 0.00% | 0.0% |
| IJK | ISHARES TRs&p mc 400gr etf | $20,000 | 0.0% | 312 | 0.0% | 0.00% | 0.0% | |
| PII | Buy | POLARIS INC | $19,000 | 0.0% | 194 | +0.5% | 0.00% | 0.0% |
| GVI | ISHARES TRintrm gov cr etf | $23,000 | -4.2% | 230 | 0.0% | 0.00% | 0.0% | |
| BKN | BLACKROCK INVT QUALITY MUN T | $21,000 | -4.5% | 1,639 | 0.0% | 0.00% | 0.0% | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $20,000 | -20.0% | 1,908 | 0.0% | 0.00% | 0.0% | |
| PSX | Buy | PHILLIPS 66 | $22,000 | +57.1% | 269 | +57.3% | 0.00% | +50.0% |
| SBRA | Buy | SABRA HEALTH CARE REIT INC | $16,000 | +33.3% | 1,214 | +37.8% | 0.00% | 0.0% |
| SNY | Sell | SANOFIsponsored adr | $15,000 | -25.0% | 393 | -2.5% | 0.00% | -33.3% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $16,000 | – | 586 | +3562.5% | 0.00% | – |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $12,000 | 0.0% | 97 | +4.3% | 0.00% | 0.0% |
| FFIC | FLUSHING FINL CORP | $12,000 | -7.7% | 600 | 0.0% | 0.00% | 0.0% | |
| R | Buy | RYDER SYS INC | $12,000 | – | 165 | +4025.0% | 0.00% | – |
| RBLX | ROBLOX CORPcl a | $14,000 | +7.7% | 400 | 0.0% | 0.00% | 0.0% | |
| RF | REGIONS FINANCIAL CORP NEW | $15,000 | +7.1% | 727 | 0.0% | 0.00% | 0.0% | |
| KIM | KIMCO RLTY CORP | $13,000 | 0.0% | 679 | 0.0% | 0.00% | 0.0% | |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $16,000 | 0.0% | 519 | +3.8% | 0.00% | 0.0% |
| NLY | Sell | ANNALY CAPITAL MANAGEMENT IN | $13,000 | -27.8% | 770 | -75.0% | 0.00% | 0.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $12,000 | +300.0% | 186 | +365.0% | 0.00% | – |
| SHW | Sell | SHERWIN WILLIAMS CO | $15,000 | -11.8% | 75 | -3.8% | 0.00% | 0.0% |
| FDUS | Buy | FIDUS INVT CORP | $11,000 | +266.7% | 637 | +264.0% | 0.00% | – |
| LUV | Buy | SOUTHWEST AIRLS CO | $11,000 | +266.7% | 342 | +381.7% | 0.00% | – |
| PAYX | Sell | PAYCHEX INC | $16,000 | -27.3% | 146 | -25.5% | 0.00% | -33.3% |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $13,000 | -7.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| DVY | ISHARES TRselect divid etf | $13,000 | -7.1% | 120 | 0.0% | 0.00% | 0.0% | |
| SQ | Buy | SQUARE INCcl a | $15,000 | 0.0% | 268 | +6.8% | 0.00% | 0.0% |
| AWK | AMERICAN WTR WKS CO INC NEW | $13,000 | -7.1% | 97 | 0.0% | 0.00% | 0.0% | |
| STN | STANTEC INC | $11,000 | 0.0% | 261 | 0.0% | 0.00% | +100.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $11,000 | -8.3% | 304 | 0.0% | 0.00% | 0.0% | |
| CGBD | Buy | TCG BDC INC | $16,000 | +45.5% | 1,366 | +53.3% | 0.00% | +100.0% |
| IXN | Buy | ISHARES TRglobal tech etf | $12,000 | -7.7% | 285 | +3.3% | 0.00% | 0.0% |
| HEDJ | WISDOMTREE TReurope hedged eq | $12,000 | -7.7% | 191 | 0.0% | 0.00% | 0.0% | |
| IXJ | New | ISHARES TRglob hlthcre etf | $16,000 | – | 208 | +100.0% | 0.00% | – |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $14,000 | -6.7% | 253 | +8.1% | 0.00% | 0.0% |
| DG | DOLLAR GEN CORP NEW | $16,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| TECL | New | DIREXION SHS ETF TRdly tech bull 3x | $11,000 | – | 500 | +100.0% | 0.00% | – |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $16,000 | -33.3% | 192 | -34.2% | 0.00% | -33.3% |
| TD | Sell | TORONTO DOMINION BK ONT | $16,000 | -27.3% | 258 | -24.8% | 0.00% | -33.3% |
| DLR | Buy | DIGITAL RLTY TR INC | $16,000 | -15.8% | 159 | +7.4% | 0.00% | -33.3% |
| CMI | CUMMINS INC | $12,000 | +9.1% | 59 | 0.0% | 0.00% | +100.0% | |
| CLM | CORNERSTONE STRATEGIC VALUE | $11,000 | 0.0% | 1,325 | 0.0% | 0.00% | +100.0% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $12,000 | -7.7% | 150 | 0.0% | 0.00% | 0.0% | |
| SH | PROSHARES TRshort s&p 500 ne | $16,000 | +6.7% | 919 | 0.0% | 0.00% | 0.0% | |
| GOVT | Buy | ISHARES TRus treas bd etf | $11,000 | +83.3% | 483 | +78.2% | 0.00% | +100.0% |
| ARKG | ARK ETF TRgenomic rev etf | $14,000 | +7.7% | 417 | 0.0% | 0.00% | 0.0% | |
| COKE | COCA COLA CONS INC | $12,000 | -29.4% | 30 | 0.0% | 0.00% | 0.0% | |
| GDX | VANECK VECTORS ETF TRgold miners etf | $12,000 | -14.3% | 493 | 0.0% | 0.00% | 0.0% | |
| CC | Buy | CHEMOURS CO | $11,000 | +83.3% | 450 | +135.6% | 0.00% | +100.0% |
| CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $12,000 | -20.0% | 1,698 | -1.2% | 0.00% | 0.0% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $15,000 | -77.6% | 319 | -76.3% | 0.00% | -77.8% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $12,000 | +9.1% | 39 | +18.2% | 0.00% | +100.0% |
| PRI | PRIMERICA INC | $13,000 | +8.3% | 103 | 0.0% | 0.00% | 0.0% | |
| TROW | Buy | PRICE T ROWE GROUP INC | $15,000 | 0.0% | 141 | +3.7% | 0.00% | 0.0% |
| NEP | Sell | NEXTERA ENERGY PARTNERS LP | $11,000 | -52.2% | 150 | -51.1% | 0.00% | -33.3% |
| KBR | KBR INC | $17,000 | -10.5% | 400 | 0.0% | 0.00% | -33.3% | |
| NTCT | NETSCOUT SYS INC | $12,000 | -7.7% | 398 | 0.0% | 0.00% | 0.0% | |
| NOK | Buy | NOKIA CORPsponsored adr | $15,000 | +200.0% | 3,504 | +229.3% | 0.00% | +100.0% |
| IMCB | ISHARES TRmrgstr md cp etf | $15,000 | -6.2% | 280 | 0.0% | 0.00% | 0.0% | |
| NHI | Sell | NATIONAL HEALTH INVS INC | $11,000 | -21.4% | 202 | -9.8% | 0.00% | 0.0% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $12,000 | -20.0% | 163 | -15.1% | 0.00% | 0.0% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $12,000 | -50.0% | 156 | -44.1% | 0.00% | -33.3% |
| PXD | New | PIONEER NAT RES CO | $15,000 | – | 68 | +100.0% | 0.00% | – |
| MUB | ISHARES TRnational mun etf | $17,000 | -5.6% | 166 | 0.0% | 0.00% | 0.0% | |
| PDI | New | PIMCO DYNAMIC INCOME FD | $15,000 | – | 750 | +100.0% | 0.00% | – |
| NVG | NUVEEN AMT FREE MUN CR INC F | $13,000 | -13.3% | 1,133 | 0.0% | 0.00% | 0.0% | |
| MET | Buy | METLIFE INC | $11,000 | +450.0% | 179 | +645.8% | 0.00% | – |
| BKNG | Sell | BOOKING HOLDINGS INC | $12,000 | -14.3% | 7 | -12.5% | 0.00% | 0.0% |
| DGRO | ISHARES TRcore div grwth | $11,000 | -8.3% | 243 | 0.0% | 0.00% | 0.0% | |
| OTIS | Buy | OTIS WORLDWIDE CORP | $17,000 | +21.4% | 274 | +41.2% | 0.00% | 0.0% |
| ISTB | ISHARES TRcore 1 5 yr usd | $13,000 | 0.0% | 276 | 0.0% | 0.00% | 0.0% | |
| MFM | MFS MUN INCOME TRsh ben int | $12,000 | -14.3% | 2,500 | 0.0% | 0.00% | 0.0% | |
| IEI | New | ISHARES TR3 7 yr treas bd | $17,000 | – | 147 | +100.0% | 0.00% | – |
| OXSQ | Buy | OXFORD SQUARE CAP CORP | $11,000 | -8.3% | 3,512 | +3.0% | 0.00% | 0.0% |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $16,000 | -11.1% | 2,935 | 0.0% | 0.00% | 0.0% | |
| LVHI | LEGG MASON ETF INVT TRint lw vty hgh | $11,000 | 0.0% | 439 | 0.0% | 0.00% | +100.0% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $13,000 | +116.7% | 88 | +151.4% | 0.00% | +100.0% |
| HYT | BLACKROCK CORPOR HI YLD FD I | $15,000 | -6.2% | 1,701 | 0.0% | 0.00% | 0.0% | |
| PTIN | PACER FDS TRtrendpilot intl | $17,000 | 0.0% | 693 | 0.0% | 0.00% | 0.0% | |
| IQI | Buy | INVESCO QUALITY MUN INCOME T | $16,000 | -11.1% | 1,785 | +1.4% | 0.00% | 0.0% |
| WFCPRL | PERP PFD CNV AWELLS FARGO CO NEWpreferred stock | $12,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| MQY | BLACKROCK MUNIYILD QULT FD I | $11,000 | -15.4% | 1,024 | 0.0% | 0.00% | 0.0% | |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $12,000 | 0.0% | 188 | +4.4% | 0.00% | 0.0% |
| KRE | SPDR SER TRs&p regl bkg | $12,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| SPMD | New | SPDR SER TRportfolio s&p400 | $16,000 | – | 418 | +100.0% | 0.00% | – |
| GSBD | Sell | GOLDMAN SACHS BDC INC | $15,000 | -37.5% | 1,032 | -27.4% | 0.00% | -33.3% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $13,000 | -23.5% | 43 | -25.9% | 0.00% | 0.0% |
| SPYD | SPDR SER TRprtflo s&p500 hi | $11,000 | -15.4% | 314 | 0.0% | 0.00% | 0.0% | |
| GPC | GENUINE PARTS CO | $12,000 | +9.1% | 81 | 0.0% | 0.00% | +100.0% | |
| WAB | WABTEC | $8,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
| AMLP | ALPS ETF TRalerian mlp | $7,000 | +16.7% | 180 | 0.0% | 0.00% | 0.0% | |
| ARKW | ARK ETF TRnext gnrtn inter | $6,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| ARKF | ARK ETF TRfintech innova | $6,000 | 0.0% | 363 | 0.0% | 0.00% | 0.0% | |
| ADX | New | ADAMS DIVERSIFIED EQUITY FD | $9,000 | – | 615 | +100.0% | 0.00% | – |
| A | AGILENT TECHNOLOGIES INC | $9,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| ALK | New | ALASKA AIR GROUP INC | $5,000 | – | 132 | +100.0% | 0.00% | – |
| ALB | Sell | ALBEMARLE CORP | $8,000 | 0.0% | 32 | -22.0% | 0.00% | 0.0% |
| ALX | New | ALEXANDERS INC | $5,000 | – | 22 | +100.0% | 0.00% | – |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $10,000 | -33.3% | 127 | -2.3% | 0.00% | -50.0% |
| AEP | AMERICAN ELEC PWR CO INC | $7,000 | -12.5% | 84 | 0.0% | 0.00% | 0.0% | |
| APO | Buy | APOLLO GLOBAL MGMT INC | $7,000 | +600.0% | 140 | +438.5% | 0.00% | – |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $8,000 | -20.0% | 100 | -21.3% | 0.00% | 0.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $5,000 | +400.0% | 85 | +844.4% | 0.00% | – |
| ATO | Sell | ATMOS ENERGY CORP | $6,000 | -14.3% | 55 | -8.3% | 0.00% | 0.0% |
| BAX | BAXTER INTL INC | $7,000 | -12.5% | 129 | 0.0% | 0.00% | 0.0% | |
| BGFV | New | BIG 5 SPORTING GOODS CORP | $5,000 | – | 500 | +100.0% | 0.00% | – |
| BLK | Buy | BLACKROCK INC | $10,000 | 0.0% | 19 | +18.8% | 0.00% | 0.0% |
| BKCC | BLACKROCK CAP INVT CORP | $6,000 | -14.3% | 1,907 | 0.0% | 0.00% | 0.0% | |
| BCX | Buy | BLACKROCK RES & COMMODITIES | $4,000 | 0.0% | 412 | +3.0% | 0.00% | 0.0% |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $5,000 | -16.7% | 131 | 0.0% | 0.00% | 0.0% | |
| CMS | Sell | CMS ENERGY CORP | $7,000 | -22.2% | 118 | -12.6% | 0.00% | 0.0% |
| CHW | CALAMOS GBL DYN INCOME FUND | $6,000 | 0.0% | 925 | 0.0% | 0.00% | 0.0% | |
| CPB | CAMPBELL SOUP CO | $9,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% | |
| COF | CAPITAL ONE FINL CORP | $9,000 | -10.0% | 99 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $8,000 | +14.3% | 127 | 0.0% | 0.00% | 0.0% | |
| CASY | CASEYS GEN STORES INC | $4,000 | +33.3% | 18 | 0.0% | 0.00% | – | |
| CNP | CENTERPOINT ENERGY INC | $4,000 | 0.0% | 127 | 0.0% | 0.00% | 0.0% | |
| RQI | COHEN & STEERS QUALITY INCOM | $7,000 | -22.2% | 645 | 0.0% | 0.00% | 0.0% | |
| UTF | COHEN & STEERS INFRASTRUCTUR | $6,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% | |
| GLW | CORNING INC | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| CBRL | CRACKER BARREL OLD CTRY STOR | $6,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $6,000 | 0.0% | 39 | +8.3% | 0.00% | 0.0% |
| DBEF | DBX ETF TRxtrack msci eafe | $4,000 | -20.0% | 130 | 0.0% | 0.00% | 0.0% | |
| DELL | DELL TECHNOLOGIES INCcl c | $5,000 | -28.6% | 149 | 0.0% | 0.00% | 0.0% | |
| DFS | DISCOVER FINL SVCS | $5,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| DPZ | DOMINOS PIZZA INC | $7,000 | -22.2% | 23 | 0.0% | 0.00% | 0.0% | |
| DRE | DUKE REALTY CORP | $5,000 | -16.7% | 105 | 0.0% | 0.00% | 0.0% | |
| SPDV | ETF SER SOLUTIONSaam s&p 500 | $7,000 | -12.5% | 288 | 0.0% | 0.00% | 0.0% | |
| EMN | Sell | EASTMAN CHEM CO | $9,000 | -35.7% | 130 | -14.5% | 0.00% | -50.0% |
| EVT | New | EATON VANCE TAX ADVT DIV INC | $6,000 | – | 269 | +100.0% | 0.00% | – |
| ETY | EATON VANCE TAX-MANAGED DIVE | $8,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
| ETV | EATON VANCE TAX-MANAGED BUY- | $9,000 | 0.0% | 675 | 0.0% | 0.00% | 0.0% | |
| ECL | Buy | ECOLAB INC | $4,000 | +300.0% | 31 | +287.5% | 0.00% | – |
| EA | Buy | ELECTRONIC ARTS INC | $7,000 | +16.7% | 57 | +11.8% | 0.00% | 0.0% |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $6,000 | -14.3% | 153 | 0.0% | 0.00% | 0.0% | |
| EXC | Buy | EXELON CORP | $8,000 | -11.1% | 212 | +5.0% | 0.00% | 0.0% |
| FRT | FEDERAL RLTY INVT TRsh ben int new | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $8,000 | +60.0% | 93 | +69.1% | 0.00% | 0.0% |
| FSLR | FIRST SOLAR INC | $4,000 | +100.0% | 30 | 0.0% | 0.00% | – | |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $4,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| EMLP | FIRST TR EXCHANGE-TRADED FDno amer energy | $5,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
| HYLS | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $5,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
| DOCT | FIRST TR EXCHNG TRADED FD VIvest us eqt dep | $5,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| FLAHERTY & CRUMRINE DYN PFD | $4,000 | -20.0% | 236 | 0.0% | 0.00% | 0.0% | ||
| GUNR | FLEXSHARES TRmornstar upstr | $8,000 | -11.1% | 216 | 0.0% | 0.00% | 0.0% | |
| FLO | Buy | FLOWERS FOODS INC | $8,000 | 0.0% | 314 | +0.6% | 0.00% | 0.0% |
| GEO | GEO GROUP INC NEW | $5,000 | +25.0% | 660 | 0.0% | 0.00% | 0.0% | |
| SIL | Sell | GLOBAL X FDSglobal x silver | $5,000 | -28.6% | 219 | -16.7% | 0.00% | 0.0% |
| BAR | Sell | GRANITESHARES GOLD TR | $9,000 | -25.0% | 575 | -15.8% | 0.00% | -50.0% |
| GPI | GROUP 1 AUTOMOTIVE INC | $7,000 | -12.5% | 50 | 0.0% | 0.00% | 0.0% | |
| HASI | HANNON ARMSTRONG SUST INFR C | $6,000 | -25.0% | 203 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $10,000 | +11.1% | 280 | 0.0% | 0.00% | 0.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC | $9,000 | -10.0% | 404 | 0.0% | 0.00% | 0.0% | |
| HP | Buy | HELMERICH & PAYNE INC | $8,000 | 0.0% | 217 | +16.7% | 0.00% | 0.0% |
| HFRO | HIGHLAND INCOME FD | $4,000 | 0.0% | 382 | 0.0% | 0.00% | 0.0% | |
| HIW | HIGHWOODS PPTYS INC | $8,000 | -27.3% | 315 | 0.0% | 0.00% | 0.0% | |
| HRL | HORMEL FOODS CORP | $4,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC | $8,000 | +14.3% | 600 | 0.0% | 0.00% | 0.0% | |
| BNOV | Sell | INNOVATOR ETFS TRs&p 500 buffer | $6,000 | -91.7% | 220 | -91.3% | 0.00% | -90.0% |
| PAUG | INNOVATOR ETFS TRs&p 500 pwr bu | $7,000 | 0.0% | 243 | 0.0% | 0.00% | 0.0% | |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $4,000 | +33.3% | 49 | +32.4% | 0.00% | – |
| INTU | INTUIT | $4,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $10,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $9,000 | -10.0% | 508 | 0.0% | 0.00% | 0.0% | |
| PWV | Sell | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $5,000 | -44.4% | 120 | -40.0% | 0.00% | 0.0% |
| XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $5,000 | -16.7% | 109 | 0.0% | 0.00% | 0.0% | |
| PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $6,000 | -14.3% | 281 | 0.0% | 0.00% | 0.0% | |
| BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $6,000 | 0.0% | 294 | 0.0% | 0.00% | 0.0% | |
| EWZ | ISHARES INCmsci brazil etf | $4,000 | +33.3% | 125 | 0.0% | 0.00% | – | |
| TIP | Sell | ISHARES TRtips bd etf | $6,000 | -94.6% | 58 | -94.0% | 0.00% | -93.3% |
| IBB | ISHARES TRnasdaq biotech | $8,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $5,000 | -16.7% | 65 | 0.0% | 0.00% | 0.0% | |
| IJS | ISHARES TRsp smcp600vl etf | $4,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| AAXJ | ISHARES TRmsci ac asia etf | $6,000 | -14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| SCZ | Sell | ISHARES TReafe sml cp etf | $4,000 | -84.6% | 80 | -83.2% | 0.00% | -66.7% |
| IGIB | ISHARES TR | $8,000 | 0.0% | 158 | 0.0% | 0.00% | 0.0% | |
| HDV | Buy | ISHARES TRcore high dv etf | $4,000 | +33.3% | 39 | +14.7% | 0.00% | – |
| MTUM | ISHARES TRmsci usa mmentm | $10,000 | -9.1% | 78 | 0.0% | 0.00% | 0.0% | |
| ICSH | ISHARES TRblackrock ultra | $6,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% | |
| ESGU | Sell | ISHARES TResg awr msci usa | $4,000 | -20.0% | 53 | -11.7% | 0.00% | 0.0% |
| KLAC | Buy | KLA CORP | $5,000 | +150.0% | 17 | +142.9% | 0.00% | – |
| KRG | Buy | KITE RLTY GROUP TR | $6,000 | +50.0% | 377 | +76.2% | 0.00% | 0.0% |
| KHC | Sell | KRAFT HEINZ CO | $4,000 | -42.9% | 130 | -32.6% | 0.00% | 0.0% |
| KR | Buy | KROGER CO | $9,000 | +800.0% | 197 | +994.4% | 0.00% | – |
| LTC | LTC PPTYS INC | $7,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| LRCX | Sell | LAM RESEARCH CORP | $7,000 | -46.2% | 19 | -36.7% | 0.00% | -50.0% |
| LAMR | LAMAR ADVERTISING CO NEWcl a | $6,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $6,000 | +20.0% | 76 | 0.0% | 0.00% | 0.0% | |
| LULU | LULULEMON ATHLETICA INC | $6,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $8,000 | -11.1% | 60 | -6.2% | 0.00% | 0.0% |
| MAS | Sell | MASCO CORP | $6,000 | -25.0% | 138 | -8.0% | 0.00% | 0.0% |
| NIO | Buy | NIO INCspon ads | $5,000 | +25.0% | 300 | +50.0% | 0.00% | 0.0% |
| NRG | NRG ENERGY INC | $4,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
| NMFC | NEW MTN FIN CORP | $9,000 | -10.0% | 800 | 0.0% | 0.00% | 0.0% | |
| FFTG | NORTHERN LTS FD TR IVfrmlaflio tact | $7,000 | -12.5% | 313 | 0.0% | 0.00% | 0.0% | |
| FFTI | NORTHERN LTS FD TR IVfrmlafolios tatl | $5,000 | 0.0% | 239 | 0.0% | 0.00% | 0.0% | |
| NOC | Buy | NORTHROP GRUMMAN CORP | $6,000 | +200.0% | 12 | +200.0% | 0.00% | – |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $5,000 | 0.0% | 451 | 0.0% | 0.00% | 0.0% | |
| OPI | Buy | OFFICE PPTYS INCOME TR | $10,000 | +11.1% | 739 | +58.9% | 0.00% | 0.0% |
| OGN | Sell | ORGANON & CO | $9,000 | -30.8% | 386 | -3.3% | 0.00% | -50.0% |
| PNNT | PENNANTPARK INVT CORP | $8,000 | -20.0% | 1,550 | 0.0% | 0.00% | 0.0% | |
| BOND | PIMCO ETF TRactive bd etf | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| PGR | Buy | PROGRESSIVE CORP | $5,000 | +66.7% | 43 | +59.3% | 0.00% | – |
| DGX | QUEST DIAGNOSTICS INC | $8,000 | -11.1% | 65 | 0.0% | 0.00% | 0.0% | |
| QSR | New | RESTAURANT BRANDS INTL INC | $7,000 | – | 127 | +100.0% | 0.00% | – |
| RIO | RIO TINTO PLCsponsored adr | $8,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% | |
| COM CL ARIVIAN AUTOMOTIVE INCnone | $7,000 | +40.0% | 211 | 0.0% | 0.00% | 0.0% | ||
| SPGI | Sell | S&P GLOBAL INC | $7,000 | -12.5% | 24 | -4.0% | 0.00% | 0.0% |
| SPYG | SPDR SER TRprtflo s&p500 gw | $8,000 | 0.0% | 161 | 0.0% | 0.00% | 0.0% | |
| SDY | SPDR SER TRs&p divid etf | $8,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| SBR | SABINE ROYALTY TRunit ben int | $4,000 | +33.3% | 50 | 0.0% | 0.00% | – | |
| SAP | Buy | SAP SEspon adr | $7,000 | +40.0% | 80 | +50.9% | 0.00% | 0.0% |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $4,000 | -20.0% | 191 | 0.0% | 0.00% | 0.0% | |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $9,000 | – | 502 | +100.0% | 0.00% | – |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $5,000 | -64.3% | 103 | -57.6% | 0.00% | -50.0% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $7,000 | 0.0% | 90 | +5.9% | 0.00% | 0.0% |
| SVC | Sell | SERVICE PPTYS TR | $10,000 | -9.1% | 1,861 | -7.5% | 0.00% | 0.0% |
| SWKS | SKYWORKS SOLUTIONS INC | $4,000 | -20.0% | 51 | 0.0% | 0.00% | 0.0% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $9,000 | 0.0% | 550 | 0.0% | 0.00% | 0.0% | |
| STM | STMICROELECTRONICS N Vny registry | $5,000 | 0.0% | 171 | 0.0% | 0.00% | 0.0% | |
| BANX | STONECASTLE FINL CORP | $8,000 | -11.1% | 450 | 0.0% | 0.00% | 0.0% | |
| TPR | Buy | TAPESTRY INC | $4,000 | +300.0% | 131 | +263.9% | 0.00% | – |
| TMHC | New | TAYLOR MORRISON HOME CORP | $4,000 | – | 156 | +100.0% | 0.00% | – |
| THW | TEKLA WORLD HEALTHCARE FD | $6,000 | -14.3% | 500 | 0.0% | 0.00% | 0.0% | |
| TEI | TEMPLETON EMERGING MKTS INCO | $9,000 | -18.2% | 2,000 | 0.0% | 0.00% | 0.0% | |
| GIM | TEMPLETON GLOBAL INCOME FD | $4,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TM | TOYOTA MOTOR CORP | $7,000 | -22.2% | 56 | 0.0% | 0.00% | 0.0% | |
| VFC | Sell | V F CORP | $4,000 | -33.3% | 132 | -1.5% | 0.00% | 0.0% |
| OIH | VANECK VECTORS ETF TRoil svcs etf | $9,000 | -10.0% | 44 | 0.0% | 0.00% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $8,000 | -11.1% | 60 | 0.0% | 0.00% | 0.0% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $6,000 | -14.3% | 141 | 0.0% | 0.00% | 0.0% | |
| MGC | VANGUARD WORLD FDmega cap index | $6,000 | -14.3% | 50 | 0.0% | 0.00% | 0.0% | |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $10,000 | -76.2% | 281 | -72.5% | 0.00% | -83.3% |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $10,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $4,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,000 | -87.2% | 155 | -86.3% | 0.00% | -83.3% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $6,000 | +200.0% | 33 | +175.0% | 0.00% | – |
| VHT | VANGUARD WORLD FDShealth car etf | $9,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $10,000 | +233.3% | 78 | +239.1% | 0.00% | – |
| VHC | VIRNETX HLDG CORP | $9,000 | 0.0% | 8,100 | 0.0% | 0.00% | 0.0% | |
| AIO | VIRTUS ALLIANZGI ARTIFICIAL | $5,000 | -16.7% | 342 | 0.0% | 0.00% | 0.0% | |
| VMW | VMWARE INC | $7,000 | -12.5% | 70 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $4,000 | -33.3% | 365 | 0.0% | 0.00% | 0.0% | |
| VNO | VORNADO RLTY TRsh ben int | $4,000 | -20.0% | 165 | 0.0% | 0.00% | 0.0% | |
| VMC | New | VULCAN MATLS CO | $5,000 | – | 31 | +100.0% | 0.00% | – |
| WY | WEYERHAEUSER CO MTN BE | $5,000 | -16.7% | 170 | 0.0% | 0.00% | 0.0% | |
| WSR | WHITESTONE REIT | $9,000 | -18.2% | 1,065 | 0.0% | 0.00% | 0.0% | |
| WTFC | WINTRUST FINL CORP | $4,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| DTD | Buy | WISDOMTREE TRus total dividnd | $8,000 | -11.1% | 155 | +0.6% | 0.00% | 0.0% |
| DLN | WISDOMTREE TRus largecap divd | $6,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
| DXJ | New | WISDOMTREE TRjapn hedge eqt | $7,000 | – | 117 | +100.0% | 0.00% | – |
| WDAY | Buy | WORKDAY INCcl a | $10,000 | +42.9% | 66 | +40.4% | 0.00% | 0.0% |
| GLDM | Sell | WORLD GOLD TRspdr gld minis | $9,000 | -25.0% | 286 | -15.9% | 0.00% | -50.0% |
| AUY | YAMANA GOLD INC | $4,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% | |
| ACN | Sell | ACCENTURE PLC IRELAND | $9,000 | -40.0% | 35 | -35.2% | 0.00% | -50.0% |
| BG | BUNGE LIMITED | $5,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| IVZ | Buy | INVESCO LTD | $7,000 | -12.5% | 505 | +2.2% | 0.00% | 0.0% |
| TGH | TEXTAINER GROUP HOLDINGS LTD | $9,000 | 0.0% | 340 | 0.0% | 0.00% | 0.0% | |
| CB | Sell | CHUBB LIMITED | $9,000 | -25.0% | 50 | -20.6% | 0.00% | -50.0% |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $8,000 | 0.0% | 127 | 0.0% | 0.00% | 0.0% | |
| UBS | UBS GROUP AG | $6,000 | -14.3% | 434 | 0.0% | 0.00% | 0.0% | |
| KNOP | KNOT OFFSHORE PARTNERS LP | $4,000 | -20.0% | 288 | 0.0% | 0.00% | 0.0% | |
| ESGE | New | ISHARES INCesg awr msci em | $1,000 | – | 27 | +100.0% | 0.00% | – |
| VLUE | New | ISHARES TRmsci usa value | $0 | – | 5 | +100.0% | 0.00% | – |
| QUAL | ISHARES TRmsci usa qlt fct | $3,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $1,000 | – | 27 | +100.0% | 0.00% | – |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $1,000 | -75.0% | 6 | -86.4% | 0.00% | -100.0% |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,000 | -50.0% | 16 | 0.0% | 0.00% | – | |
| MBB | Sell | ISHARES TRmbs etf | $3,000 | -57.1% | 29 | -60.3% | 0.00% | -100.0% |
| IDV | ISHARES TRintl sel div etf | $0 | – | 15 | 0.0% | 0.00% | – | |
| PNW | Sell | PINNACLE WEST CAP CORP | $1,000 | -66.7% | 22 | -46.3% | 0.00% | – |
| PINS | PINTEREST INCcl a | $3,000 | +50.0% | 126 | 0.0% | 0.00% | – | |
| IMCV | ISHARES TRmrgstr md cp val | $3,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
| PBI | PITNEY BOWES INC | $3,000 | -40.0% | 1,501 | 0.0% | 0.00% | -100.0% | |
| PLUG | PLUG POWER INC | $2,000 | 0.0% | 96 | 0.0% | 0.00% | – | |
| ACWX | ISHARES TRmsci acwi ex us | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| IJT | ISHARES TRs&p sml 600 gwt | $2,000 | -33.3% | 24 | 0.0% | 0.00% | – | |
| POR | Sell | PORTLAND GEN ELEC CO | $0 | -100.0% | 7 | -75.0% | 0.00% | – |
| DTIL | PRECISION BIOSCIENCES INC | $1,000 | 0.0% | 818 | 0.0% | 0.00% | – | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $3,000 | -92.5% | 40 | -90.8% | 0.00% | -100.0% |
| IYE | New | ISHARES TRu.s. energy etf | $1,000 | – | 16 | +100.0% | 0.00% | – |
| IYZ | New | ISHARES TR | $0 | – | 6 | +100.0% | 0.00% | – |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,000 | -92.9% | 6 | -92.6% | 0.00% | -100.0% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $0 | -100.0% | 2 | -95.7% | 0.00% | -100.0% |
| SSYS | STRATASYS LTD | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| IWD | Buy | ISHARES TRrus 1000 val etf | $2,000 | 0.0% | 12 | +9.1% | 0.00% | – |
| IYC | New | ISHARES TRu.s. cnsm sv etf | $0 | – | 5 | +100.0% | 0.00% | – |
| UDOW | PROSHARES TRultrpro dow30 | $0 | – | 10 | 0.0% | 0.00% | – | |
| IOO | ISHARES TRglobal 100 etf | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $2,000 | -71.4% | 9 | -71.9% | 0.00% | -100.0% |
| IGE | ISHARES TRnorth amern nat | $0 | – | 5 | 0.0% | 0.00% | – | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $0 | -100.0% | 8 | -98.2% | 0.00% | -100.0% |
| QRVO | QORVO INC | $3,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| SLVP | Sell | ISHARES INCmsci glb slv&mtl | $1,000 | -66.7% | 129 | -49.8% | 0.00% | – |
| QUBT | COMQUANTUM COMPUTING INCnone | $0 | – | 40 | 0.0% | 0.00% | – | |
| RACE | FERRARI N V | $0 | – | 2 | 0.0% | 0.00% | – | |
| RMR | RMR GROUP INCcl a | $0 | – | 12 | 0.0% | 0.00% | – | |
| DVYE | ISHARES INCem mkts div etf | $2,000 | 0.0% | 83 | 0.0% | 0.00% | – | |
| IQV | Sell | IQVIA HLDGS INC | $2,000 | -60.0% | 10 | -60.0% | 0.00% | -100.0% |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $2,000 | 0.0% | 94 | 0.0% | 0.00% | – | |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $0 | – | 19 | 0.0% | 0.00% | – | |
| RGA | REINSURANCE GRP OF AMERICA I | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| RNST | RENASANT CORP | $2,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $2,000 | – | 33 | +1550.0% | 0.00% | – |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $1,000 | -50.0% | 9 | -25.0% | 0.00% | – |
| RAD | RITE AID CORP | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| ABMD | ABIOMED INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $1,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
| ROKU | ROKU INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| ROP | Sell | ROPER TECHNOLOGIES INC | $0 | -100.0% | 1 | -75.0% | 0.00% | – |
| RGT | ROYCE GLOBAL VALUE TR INC | $0 | – | 22 | 0.0% | 0.00% | – | |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – | |
| ACRX | Exit | ACELRX PHARMACEUTICALS INC | $0 | – | -100 | -100.0% | 0.00% | – |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | – | 15 | 0.0% | 0.00% | – | |
| SPMO | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| IPG | INTERPUBLIC GROUP COS INC | $2,000 | 0.0% | 86 | 0.0% | 0.00% | – | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $1,000 | -50.0% | 34 | 0.0% | 0.00% | – | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $3,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $2,000 | -33.3% | 25 | 0.0% | 0.00% | – | |
| SLYV | SPDR SER TRs&p 600 smcp val | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| IR | INGERSOLL RAND INC | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $2,000 | -50.0% | 297 | 0.0% | 0.00% | -100.0% | |
| HTHT | HUAZHU GROUP LTDsponsored ads | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| ASML | Exit | ASML HOLDING N V | $0 | – | -1 | -100.0% | 0.00% | – |
| SPYV | SPDR SER TRprtflo s&p500 vl | $3,000 | 0.0% | 85 | 0.0% | 0.00% | – | |
| HRZN | HORIZON TECHNOLOGY FIN CORP | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| HES | HESS CORP | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| HSY | New | HERSHEY CO | $1,000 | – | 3 | +100.0% | 0.00% | – |
| HPF | HANCOCK JOHN PFD INCOME FD I | $3,000 | -25.0% | 200 | 0.0% | 0.00% | -100.0% | |
| CTIC | Exit | CTI BIOPHARMA CORP | $0 | – | -20 | -100.0% | 0.00% | – |
| GBAB | GUGGENHEIM TAXABLE MUNICP BO | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| SPTM | SPDR SER TRportfoli s&p1500 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| GDOT | GREEN DOT CORPcl a | $0 | – | 4 | 0.0% | 0.00% | – | |
| AJX | GREAT AJAX CORP | $1,000 | -50.0% | 167 | 0.0% | 0.00% | – | |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,000 | +100.0% | 7 | +250.0% | 0.00% | – |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $1,000 | 0.0% | 37 | +2.8% | 0.00% | – |
| GOOD | GLADSTONE COMMERCIAL CORP | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| GERN | Sell | GERON CORP | $2,000 | 0.0% | 933 | -26.2% | 0.00% | – |
| GNW | GENWORTH FINL INC | $1,000 | 0.0% | 220 | 0.0% | 0.00% | – | |
| LEG | Sell | LEGGETT & PLATT INC | $1,000 | -85.7% | 33 | -83.1% | 0.00% | -100.0% |
| LVS | LAS VEGAS SANDS CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| PPL | Sell | PPL CORP | $3,000 | -25.0% | 107 | -29.1% | 0.00% | -100.0% |
| PVH | PVH CORPORATION | $0 | – | 6 | 0.0% | 0.00% | – | |
| PTC | PTC INC | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| LPLA | LPL FINL HLDGS INC | $2,000 | +100.0% | 7 | 0.0% | 0.00% | – | |
| KTB | KONTOOR BRANDS INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| PHG | KONINKLIJKE PHILIPS N Vny reg sh new | $1,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
| PKG | PACKAGING CORP AMER | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $2,000 | -33.3% | 293 | 0.0% | 0.00% | – | |
| PANW | New | PALO ALTO NETWORKS INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INcl a | $0 | – | 7 | 0.0% | 0.00% | – | |
| KRC | KILROY RLTY CORP | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| KEY | KEYCORP | $2,000 | -33.3% | 150 | 0.0% | 0.00% | – | |
| PAYC | PAYCOM SOFTWARE INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| KAR | KAR AUCTION SVCS INC | $3,000 | -25.0% | 302 | 0.0% | 0.00% | -100.0% | |
| PEB | PEBBLEBROOK HOTEL TR | $1,000 | -50.0% | 95 | 0.0% | 0.00% | – | |
| RIG | TRANSOCEAN LTD | $0 | – | 34 | 0.0% | 0.00% | – | |
| JBGS | JBG SMITH PPTYS | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| IEUR | ISHARES TRcore msci euro | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | 2 | +100.0% | 0.00% | – |
| IXUS | New | ISHARES TRcore msci total | $1,000 | – | 29 | +100.0% | 0.00% | – |
| GPS | Sell | GAP INC | $1,000 | -75.0% | 118 | -75.7% | 0.00% | -100.0% |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $2,000 | 0.0% | 635 | 0.0% | 0.00% | – | |
| AJG | GALLAGHER ARTHUR J & CO | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| FCEL | New | FUELCELL ENERGY INC | $2,000 | – | 500 | +100.0% | 0.00% | – |
| SCHW | Buy | SCHWAB CHARLES CORP | $2,000 | +100.0% | 23 | +155.6% | 0.00% | – |
| FSP | FRANKLIN STR PPTYS CORP | $1,000 | -50.0% | 430 | 0.0% | 0.00% | – | |
| FOXA | FOX CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
| VEEV | Exit | VEEVA SYS INC | $0 | – | -3 | -100.0% | 0.00% | – |
| SMG | Sell | SCOTTS MIRACLE-GRO COcl a | $3,000 | -50.0% | 74 | -5.1% | 0.00% | -100.0% |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $0 | – | 3 | +100.0% | 0.00% | – |
| FCPT | FOUR CORNERS PPTY TR INC | $3,000 | 0.0% | 104 | 0.0% | 0.00% | – | |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | 1 | +100.0% | 0.00% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | 3 | +100.0% | 0.00% | – |
| FTNT | Sell | FORTINET INC | $2,000 | -50.0% | 50 | -23.1% | 0.00% | -100.0% |
| FLS | FLOWSERVE CORP | $0 | – | 11 | 0.0% | 0.00% | – | |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $1,000 | – | 7 | +100.0% | 0.00% | – |
| XLC | Buy | SELECT SECTOR SPDR TR | $2,000 | 0.0% | 34 | +21.4% | 0.00% | – |
| TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| FDT | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $1,000 | -50.0% | 32 | 0.0% | 0.00% | – | |
| SKYY | FIRST TR EXCHANGE TRADED FD | $2,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| NOW | Buy | SERVICENOW INC | $3,000 | +200.0% | 7 | +250.0% | 0.00% | – |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $2,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| SFT | SHIFT TECHNOLOGIES INCcl a | $0 | – | 100 | 0.0% | 0.00% | – | |
| SHOP | SHOPIFY INCcl a | $2,000 | -33.3% | 90 | 0.0% | 0.00% | – | |
| SVM | New | SILVERCORP METALS INC | $1,000 | – | 300 | +100.0% | 0.00% | – |
| FRME | FIRST MERCHANTS CORP | $3,000 | 0.0% | 89 | 0.0% | 0.00% | – | |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $2,000 | -50.0% | 272 | -57.6% | 0.00% | -100.0% |
| SITC | SITE CTRS CORP | $1,000 | 0.0% | 86 | 0.0% | 0.00% | – | |
| FNF | New | FIDELITY NATIONAL FINANCIAL | $0 | – | 10 | +100.0% | 0.00% | – |
| EDIV | Exit | SPDR INDEX SHS FDSs&p em mkt div | $0 | – | -112 | -100.0% | 0.00% | – |
| SJM | SMUCKER J M CO | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| SNAP | Sell | SNAP INCcl a | $0 | -100.0% | 15 | -94.1% | 0.00% | – |
| SNOW | SNOWFLAKE INCcl a | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| FDVV | FIDELITY COVINGTON TRUSThigh divid etf | $1,000 | -50.0% | 44 | 0.0% | 0.00% | – | |
| FENY | FIDELITY COVINGTON TRUSTmsci energy idx | $0 | – | 18 | 0.0% | 0.00% | – | |
| SCCO | Sell | SOUTHERN COPPER CORP | $1,000 | -50.0% | 20 | -39.4% | 0.00% | – |
| FSTA | New | FIDELITY COVINGTON TRUSTconsmr staples | $2,000 | – | 59 | +100.0% | 0.00% | – |
| SWN | SOUTHWESTERN ENERGY CO | $1,000 | 0.0% | 227 | 0.0% | 0.00% | – | |
| ONEQ | FIDELITY COMWLTH TR | $3,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| SPLK | SPLUNK INC | $1,000 | -50.0% | 18 | 0.0% | 0.00% | – | |
| FFIV | F5 NETWORKS INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -10 | -100.0% | 0.00% | – |
| FDX | FEDEX CORP | $1,000 | -50.0% | 7 | 0.0% | 0.00% | – | |
| FDS | New | FACTSET RESH SYS INC | $2,000 | – | 5 | +100.0% | 0.00% | – |
| SWK | STANLEY BLACK & DECKER INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| EXR | New | EXTRA SPACE STORAGE INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| EXPI | EXP WORLD HLDGS INC | $3,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
| DFIN | Exit | DONNELLEY FINL SOLUTIONS INC | $0 | – | -15 | -100.0% | 0.00% | – |
| SYK | Sell | STRYKER CORPORATION | $3,000 | -62.5% | 15 | -62.5% | 0.00% | -100.0% |
| EXPE | EXPEDIA GROUP INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| SNPS | SYNOPSYS INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| EXEL | EXELIXIS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| HYLD | EXCHANGE LISTED FDS TRhigh yield etf | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| ETSY | ETSY INC | $3,000 | +50.0% | 25 | 0.0% | 0.00% | – | |
| EQR | Sell | EQUITY RESIDENTIALsh ben int | $3,000 | -57.1% | 41 | -59.0% | 0.00% | -100.0% |
| EQC | EQUITY COMWLTH | $3,000 | 0.0% | 112 | 0.0% | 0.00% | – | |
| EQIX | EQUINIX INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| AES | Exit | AES CORP | $0 | – | -59 | -100.0% | 0.00% | – |
| EFX | EQUIFAX INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| HEIA | Exit | HEICO CORP NEWcl a | $0 | – | -4 | -100.0% | 0.00% | – |
| TRP | TC ENERGY CORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| TECK | New | TECK RESOURCES LTDcl b | $0 | – | 1 | +100.0% | 0.00% | – |
| COG | Exit | CABOT OIL & GAS CORP | $0 | – | -30 | -100.0% | 0.00% | – |
| DAR | Exit | DARLING INGREDIENTS INC | $0 | – | -21 | -100.0% | 0.00% | – |
| TDC | TERADATA CORP DEL | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| TER | TERADYNE INC | $3,000 | -25.0% | 40 | 0.0% | 0.00% | -100.0% | |
| EIGR | EIGER BIOPHARMACEUTICALS INC | $3,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $2,000 | -87.5% | 20 | -88.4% | 0.00% | -100.0% |
| EDIT | EDITAS MEDICINE INC | $2,000 | 0.0% | 156 | 0.0% | 0.00% | – | |
| TTD | New | THE TRADE DESK INC | $0 | – | 1 | +100.0% | 0.00% | – |
| EQT | New | EQT CORP | $2,000 | – | 51 | +100.0% | 0.00% | – |
| DOV | DOVER CORP | $3,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| DHC | DIVERSIFIED HEALTHCARE TR | $0 | – | 245 | 0.0% | 0.00% | – | |
| JNUG | DIREXION SHS ETF TRdaily jr gld min | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| TOL | New | TOLL BROTHERS INC | $1,000 | – | 29 | +100.0% | 0.00% | – |
| TR | TOOTSIE ROLL INDS INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| APPS | DIGITAL TURBINE INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| AMC | Exit | AMC ENTMT HLDGS INC | $0 | – | -19 | -100.0% | 0.00% | – |
| DAL | Sell | DELTA AIR LINES INC DEL | $2,000 | 0.0% | 60 | -14.3% | 0.00% | – |
| TRVN | TREVENA INC | $0 | – | 500 | 0.0% | 0.00% | – | |
| TY | TRI CONTL CORP | $2,000 | 0.0% | 85 | 0.0% | 0.00% | – | |
| DK | New | DELEK US HLDGS INC NEW | $0 | – | 16 | +100.0% | 0.00% | – |
| DECK | DECKERS OUTDOOR CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| TUP | TUPPERWARE BRANDS CORP | $0 | – | 8 | 0.0% | 0.00% | – | |
| TKC | TURKCELL ILETISIM HIZMETLERIspon adr new | $0 | – | 100 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $0 | -100.0% | 19 | 0.0% | 0.00% | – | |
| TSN | Buy | TYSON FOODS INCcl a | $1,000 | – | 14 | +250.0% | 0.00% | – |
| UGI | UGI CORP NEW | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| CLXPF | COMCYBIN INCnone | $1,000 | -50.0% | 2,940 | 0.0% | 0.00% | – | |
| CUBE | Buy | CUBESMART | $2,000 | 0.0% | 51 | +24.4% | 0.00% | – |
| CRON | CRONOS GROUP INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $2,000 | -50.0% | 10 | -44.4% | 0.00% | -100.0% |
| UA | Sell | UNDER ARMOUR INCcl c | $1,000 | 0.0% | 94 | -19.0% | 0.00% | – |
| CYH | COMMUNITY HEALTH SYS INC NEW | $1,000 | -50.0% | 438 | 0.0% | 0.00% | – | |
| LDP | Buy | COHEN & STEERS LTD DURATION | $2,000 | 0.0% | 110 | +1.9% | 0.00% | – |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| URI | UNITED RENTALS INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| X | UNITED STATES STL CORP NEW | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| CGNX | COGNEX CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| VEON | New | VEON LTDsponsored adr | $0 | – | 1,000 | +100.0% | 0.00% | – |
| MTN | VAIL RESORTS INC | $2,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| VALE | VALE S Asponsored ads | $1,000 | -50.0% | 109 | 0.0% | 0.00% | – | |
| CDE | COEUR MNG INC | $2,000 | 0.0% | 604 | 0.0% | 0.00% | – | |
| GLO | CLOUGH GLOBAL OPPORTUNITIESsh ben int | $1,000 | 0.0% | 107 | 0.0% | 0.00% | – | |
| CLX | New | CLOROX CO DEL | $1,000 | – | 8 | +100.0% | 0.00% | – |
| CTXS | CITRIX SYS INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| CINF | CINCINNATI FINL CORP | $2,000 | -33.3% | 25 | 0.0% | 0.00% | – | |
| CHK | New | CHESAPEAKE ENERGY CORP | $2,000 | – | 18 | +100.0% | 0.00% | – |
| EMLC | Buy | VANECK VECTORS ETF TRjp morgan mkts | $2,000 | 0.0% | 70 | +1.4% | 0.00% | – |
| HYD | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | 6 | 0.0% | 0.00% | – | |
| ACC | Exit | AMERICAN CAMPUS CMNTYS INC | $0 | – | -22 | -100.0% | 0.00% | – |
| CLDT | CHATHAM LODGING TR | $2,000 | 0.0% | 158 | 0.0% | 0.00% | – | |
| CDK | Exit | CDK GLOBAL INC | $0 | – | -8 | -100.0% | 0.00% | – |
| VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| CNC | CENTENE CORP DEL | $1,000 | -50.0% | 18 | 0.0% | 0.00% | – | |
| CE | New | CELANESE CORP DEL | $0 | – | 5 | +100.0% | 0.00% | – |
| CVNA | CARVANA COcl a | $0 | – | 4 | 0.0% | 0.00% | – | |
| KMX | CARMAX INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| CARA | CARA THERAPEUTICS INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $2,000 | -33.3% | 912 | 0.0% | 0.00% | – | |
| CDNS | CADENCE DESIGN SYSTEM INC | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | 4 | 0.0% | 0.00% | – | |
| VMEO | Exit | VIMEO INC | $0 | – | -17 | -100.0% | 0.00% | – |
| VCR | VANGUARD WORLD FDSconsum dis etf | $2,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| CF | CF INDS HLDGS INC | $3,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| CDW | CDW CORP | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| CBRE | CBRE GROUP INCcl a | $2,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,000 | -60.0% | 32 | -54.3% | 0.00% | -100.0% |
| CBOE | CBOE GLOBAL MKTS INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| BURL | BURLINGTON STORES INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | 11 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| BOX | BOX INCcl a | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| BSX | BOSTON SCIENTIFIC CORP | $0 | – | 11 | 0.0% | 0.00% | – | |
| BWA | BORGWARNER INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| TCPC | BLACKROCK TCP CAPITAL CORP | $3,000 | 0.0% | 271 | 0.0% | 0.00% | – | |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $2,000 | – | 9 | +100.0% | 0.00% | – |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,000 | 0.0% | 13 | +8.3% | 0.00% | – |
| BXMT | BLACKSTONE MTG TR INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| New | RIGHT 10/13/2022BLACKROCK CORPOR HI YLD FD Inone | $0 | – | 1,701 | +100.0% | 0.00% | – | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,000 | 0.0% | 6 | +20.0% | 0.00% | – |
| BTZ | BLACKROCK CR ALLOCATION INCO | $2,000 | 0.0% | 224 | 0.0% | 0.00% | – | |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $0 | -100.0% | 30 | 0.0% | 0.00% | – | |
| VRSK | Sell | VERISK ANALYTICS INC | $0 | -100.0% | 1 | -75.0% | 0.00% | – |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $3,000 | +50.0% | 12 | +50.0% | 0.00% | – |
| BYND | BEYOND MEAT INC | $1,000 | -50.0% | 98 | 0.0% | 0.00% | – | |
| GOLD | BARRICK GOLD CORP | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| POOL | Exit | POOL CORP | $0 | – | -2 | -100.0% | 0.00% | – |
| BZUN | BAOZUN INCsponsored adr | $0 | -100.0% | 73 | 0.0% | 0.00% | – | |
| ODFL | Exit | OLD DOMINION FREIGHT LINE IN | $0 | – | -2 | -100.0% | 0.00% | – |
| TYL | Exit | TYLER TECHNOLOGIES INC | $0 | – | -2 | -100.0% | 0.00% | – |
| VNT | Sell | VONTIER CORPORATION | $2,000 | -33.3% | 126 | -1.6% | 0.00% | – |
| DLTR | Exit | DOLLAR TREE INC | $0 | – | -18 | -100.0% | 0.00% | – |
| COHR | Exit | COHERENT INC | $0 | – | -1 | -100.0% | 0.00% | – |
| BIDU | BAIDU INCspon adr rep a | $0 | -100.0% | 4 | 0.0% | 0.00% | – | |
| WPP | WPP PLC NEWadr | $0 | – | 8 | 0.0% | 0.00% | – | |
| BCE | BCE INC | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| ABB | ABB LTDsponsored adr | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| AVNS | AVANOS MED INC | $2,000 | 0.0% | 71 | 0.0% | 0.00% | – | |
| AVCO | AVALON GLOBOCARE CORP | $0 | – | 100 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $0 | – | 47 | 0.0% | 0.00% | – | |
| WB | WEIBO CORPsponsored adr | $0 | – | 2 | 0.0% | 0.00% | – | |
| AINC | ASHFORD INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| AHT | ASHFORD HOSPITALITY TR INC | $0 | – | 17 | 0.0% | 0.00% | – | |
| WSBC | WESBANCO INC | $2,000 | 0.0% | 53 | 0.0% | 0.00% | – | |
| WABC | WESTAMERICA BANCORPORATION | $0 | – | 8 | 0.0% | 0.00% | – | |
| MT | New | ARCELORMITTAL SA LUXEMBOURGny registry sh | $1,000 | – | 43 | +100.0% | 0.00% | – |
| WU | WESTERN UN CO | $1,000 | 0.0% | 74 | 0.0% | 0.00% | – | |
| WLK | WESTLAKE CHEM CORP | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| ARI | APOLLO COML REAL EST FIN INC | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| WPM | New | WHEATON PRECIOUS METALS CORP | $3,000 | – | 100 | +100.0% | 0.00% | – |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | 4 | 0.0% | 0.00% | – | |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -70 | -100.0% | 0.00% | – |
| ADI | Buy | ANALOG DEVICES INC | $2,000 | – | 15 | +400.0% | 0.00% | – |
| WHR | Exit | WHIRLPOOL CORP | $0 | – | -3 | -100.0% | 0.00% | – |
| DGS | WISDOMTREE TRemg mkts smcap | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -3 | -100.0% | 0.00% | – |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $1,000 | 0.0% | 33 | +3.1% | 0.00% | – |
| APH | Sell | AMPHENOL CORP NEWcl a | $0 | -100.0% | 5 | -95.2% | 0.00% | -100.0% |
| COLD | AMERICOLD RLTY TR | $0 | -100.0% | 20 | 0.0% | 0.00% | – | |
| DLS | WISDOMTREE TRintl smcap div | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -2 | -100.0% | 0.00% | – |
| AWR | AMER STATES WTR CO | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| AFG | AMERICAN FINL GROUP INC OHIO | $2,000 | -33.3% | 20 | 0.0% | 0.00% | – | |
| ELD | WISDOMTREE TRem lcl debt fd | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -10 | -100.0% | 0.00% | – |
| WKHS | WORKHORSE GROUP INC | $3,000 | 0.0% | 1,175 | 0.0% | 0.00% | – | |
| VPG | Exit | VISHAY PRECISION GROUP INC | $0 | – | -29 | -100.0% | 0.00% | – |
| WYNN | WYNN RESORTS LTD | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| XEL | XCEL ENERGY INC | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
| AAL | AMERICAN AIRLS GROUP INC | $2,000 | 0.0% | 182 | 0.0% | 0.00% | – | |
| AMRN | AMARIN CORP PLCspons adr new | $1,000 | 0.0% | 700 | 0.0% | 0.00% | – | |
| IBKR | Exit | INTERACTIVE BROKERS GROUP IN | $0 | – | -6 | -100.0% | 0.00% | – |
| AYX | ALTERYX INC | $2,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| ALLY | Buy | ALLY FINL INC | $1,000 | – | 19 | +280.0% | 0.00% | – |
| ZEN | ZENDESK INC | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| ALL | ALLSTATE CORP | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| AB | Sell | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $1,000 | -80.0% | 18 | -84.9% | 0.00% | -100.0% |
| LNT | ALLIANT ENERGY CORP | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| ZYNE | ZYNERBA PHARMACEUTICALS INC | $0 | – | 350 | 0.0% | 0.00% | – | |
| DOX | AMDOCS LTD | $0 | – | 3 | 0.0% | 0.00% | – | |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -5 | -100.0% | 0.00% | – |
| ALGN | ALIGN TECHNOLOGY INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| AA | ALCOA CORP | $2,000 | -33.3% | 66 | 0.0% | 0.00% | – | |
| G | GENPACT LIMITED | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| JCI | JOHNSON CTLS INTL PLC | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| ALRM | ALARM COM HLDGS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| AL | AIR LEASE CORPcl a | $2,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
| NAT | NORDIC AMERICAN TANKERS LIMI | $0 | – | 134 | 0.0% | 0.00% | – | |
| ABNB | Sell | AIRBNB INC | $0 | -100.0% | 4 | -91.8% | 0.00% | -100.0% |
| MTCH | Exit | MATCH GROUP INC NEW | $0 | – | -27 | -100.0% | 0.00% | – |
| TT | Sell | TRANE TECHNOLOGIES PLC | $3,000 | -50.0% | 23 | -46.5% | 0.00% | -100.0% |
| VAL | VALARIS LIMITEDcl a | $3,000 | 0.0% | 69 | 0.0% | 0.00% | – | |
| NYMT | NEW YORK MTG TR INC | $2,000 | -33.3% | 1,000 | 0.0% | 0.00% | – | |
| NEM | Sell | NEWMONT CORP | $0 | -100.0% | 9 | -50.0% | 0.00% | – |
| NEWT | NEWTEK BUSINESS SVCS CORP | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| NYC | NEW YORK CITY REIT INC | $1,000 | -50.0% | 312 | 0.0% | 0.00% | – | |
| NRZ | NEW RESIDENTIAL INVT CORP | $2,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
| NML | NEUBERGER BERMAN MLP & ENERG | $0 | – | 49 | 0.0% | 0.00% | – | |
| NEO | NEOGENOMICS INC | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| NAVI | NAVIENT CORPORATION | $1,000 | 0.0% | 85 | 0.0% | 0.00% | – | |
| NAVB | NAVIDEA BIOPHARMACEUTICALS I | $0 | – | 599 | 0.0% | 0.00% | – | |
| W | Exit | WAYFAIR INCcl a | $0 | – | -35 | -100.0% | 0.00% | – |
| GRMN | GARMIN LTD | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| NNN | NATIONAL RETAIL PROPERTIES I | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| NVS | New | NOVARTIS AGsponsored adr | $1,000 | – | 10 | +100.0% | 0.00% | – |
| NVAX | NOVAVAX INC | $1,000 | -66.7% | 50 | 0.0% | 0.00% | – | |
| NOVT | NOVANTA INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| NVO | NOVO-NORDISK A Sadr | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| NCR | NCR CORP NEW | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| MYGN | MYRIAD GENETICS INC | $2,000 | 0.0% | 122 | 0.0% | 0.00% | – | |
| MOS | MOSAIC CO NEW | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $1,000 | -50.0% | 9 | -64.0% | 0.00% | – |
| MPWR | MONOLITHIC PWR SYS INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| MSCI | Exit | MSCI INC | $0 | – | -1 | -100.0% | 0.00% | – |
| OGE | OGE ENERGY CORP | $1,000 | -50.0% | 39 | 0.0% | 0.00% | – | |
| MC | MOELIS & COcl a | $1,000 | -50.0% | 44 | 0.0% | 0.00% | – | |
| HIE | MILLER HOWARD HIGH INC EQTY | $1,000 | 0.0% | 140 | 0.0% | 0.00% | – | |
| MAA | MID-AMER APT CMNTYS INC | $3,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| LOGI | LOGITECH INTL S A | $0 | – | 5 | 0.0% | 0.00% | – | |
| OKTA | OKTA INCcl a | $2,000 | -33.3% | 30 | 0.0% | 0.00% | – | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | – | 4 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTL PLCspon adr new | $0 | – | 39 | 0.0% | 0.00% | – | ||
| ON | New | ON SEMICONDUCTOR CORP | $0 | – | 1 | +100.0% | 0.00% | – |
| MAXR | MAXAR TECHNOLOGIES INC | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – | |
| MAT | MATTEL INC | $2,000 | -33.3% | 130 | 0.0% | 0.00% | – | |
| MFC | Buy | MANULIFE FINL CORP | $2,000 | 0.0% | 150 | +15.4% | 0.00% | – |
| TEL | Buy | TE CONNECTIVITY LTD | $1,000 | 0.0% | 12 | +71.4% | 0.00% | – |
| OSK | OSHKOSH CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
| OR | OSISKO GOLD ROYALTIES LTD | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| MGA | MAGNA INTL INC | $1,000 | -50.0% | 29 | 0.0% | 0.00% | – | |
| MAC | MACERICH CO | $3,000 | -25.0% | 421 | 0.0% | 0.00% | -100.0% | |
| OC | Sell | OWENS CORNING NEW | $0 | -100.0% | 6 | -62.5% | 0.00% | – |
| LL | LUMBER LIQUIDATORS HLDGS INC | $1,000 | -50.0% | 200 | 0.0% | 0.00% | – | |
| LAC | LITHIUM AMERS CORP NEW | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| PJT | PJT PARTNERS INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -33 | -100.0% | -0.00% | – |
| WSM | Exit | WILLIAMS SONOMA INC | $0 | – | -60 | -100.0% | -0.00% | – |
| HUM | Exit | HUMANA INC | $0 | – | -16 | -100.0% | -0.00% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -151 | -100.0% | -0.00% | – |
| GXC | Exit | SPDR INDEX SHS FDSs&p china etf | $0 | – | -120 | -100.0% | -0.00% | – |
| WDIV | Exit | SPDR INDEX SHS FDSs&p glbdiv etf | $0 | – | -68 | -100.0% | -0.00% | – |
| SUN | Exit | SUNOCO LP/SUNOCO FIN CORP | $0 | – | -107 | -100.0% | -0.00% | – |
| FGD | Exit | FIRST TR EXCHANGE TRADED FDdj glbl divid | $0 | – | -173 | -100.0% | -0.00% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -45 | -100.0% | -0.00% | – |
| DIV | Exit | GLOBAL X FDSglobx supdv us | $0 | – | -210 | -100.0% | -0.00% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -30 | -100.0% | -0.00% | – |
| VSH | Exit | VISHAY INTERTECHNOLOGY INC | $0 | – | -412 | -100.0% | -0.00% | – |
| HR | Exit | HEALTHCARE RLTY TR | $0 | – | -213 | -100.0% | -0.00% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -102 | -100.0% | -0.00% | – |
| INDB | Exit | INDEPENDENT BANK CORP MASS | $0 | – | -200 | -100.0% | -0.00% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -584 | -100.0% | -0.00% | – |
| WBS | Exit | WEBSTER FINL CORP CONN | $0 | – | -304 | -100.0% | -0.00% | – |
| PTY | Exit | PIMCO CORPORATE & INCOME OPP | $0 | – | -1,000 | -100.0% | -0.00% | – |
| HTA | Exit | HEALTHCARE TR AMER INCcl a new | $0 | – | -625 | -100.0% | -0.00% | – |
| PSB | Exit | PS BUSINESS PKS INC CALIF | $0 | – | -100 | -100.0% | -0.00% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -2,707 | -100.0% | -0.02% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -84,934 | -100.0% | -0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q3 2023 | 14.6% |
| VANECK VECTORS ETF TRUST | 24 | Q3 2023 | 11.8% |
| HERCULES CAPITAL INC | 24 | Q3 2023 | 10.0% |
| ARES CAPITAL CORP | 24 | Q3 2023 | 8.2% |
| PENNANTPARK FLOATING RATE CAPITAL LTD | 24 | Q3 2023 | 7.4% |
| MAIN STREET CAPITAL CORP | 24 | Q3 2023 | 10.3% |
| ISHARES INC | 24 | Q3 2023 | 7.2% |
| GOLUB CAPITAL BDC INC | 24 | Q3 2023 | 6.7% |
| ABBVIE INC | 24 | Q3 2023 | 2.1% |
| PFIZER INC | 24 | Q3 2023 | 1.6% |
View Sound Income Strategies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-13 |
View Sound Income Strategies, 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.