$785 Million is the total value of Sound Income Strategies, LLC's 979 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 23.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $42,348,418 | +3.2% | 1,035,667 | +0.8% | 5.40% | -9.6% |
| ARCC | Buy | ARES CAPITAL CORP | $34,918,390 | +17.1% | 1,890,546 | +7.0% | 4.45% | +2.6% |
| HYEM | Buy | VANECK VECTORS ETF TRemerging mkts hi | $34,511,854 | +10.7% | 1,895,214 | +2.5% | 4.40% | -3.0% |
| HTGC | Buy | HERCULES CAPITAL INC | $32,279,984 | +26.4% | 2,441,754 | +10.7% | 4.11% | +10.7% |
| PFLT | Buy | PENNANTPARK FLOATING RATE CA | $31,483,297 | +27.1% | 2,867,331 | +11.1% | 4.01% | +11.4% |
| EMHY | Buy | ISHARES INCjp mrgn em hi bd | $31,275,765 | +12.3% | 894,232 | +4.1% | 3.99% | -1.6% |
| TSLX | Buy | SIXTH STREET SPECIALTY LENDN | $30,611,349 | +24.0% | 1,719,739 | +13.8% | 3.90% | +8.6% |
| GBDC | Buy | GOLUB CAP BDC INC | $29,514,501 | +20.4% | 2,242,743 | +13.3% | 3.76% | +5.5% |
| SDEF | Buy | TIDAL ETF TRsound enhanced | $22,097,492 | +9.2% | 1,301,383 | +5.0% | 2.82% | -4.3% |
| SDEI | Buy | TIDAL ETF TRsound equity inm | $17,281,081 | +18.9% | 673,081 | +6.4% | 2.20% | +4.2% |
| ABBV | Buy | ABBVIE INC | $16,774,511 | +33.7% | 103,796 | +11.0% | 2.14% | +17.2% |
| GEFB | Buy | GREIF INCcl b | $15,704,855 | +42.2% | 200,752 | +10.5% | 2.00% | +24.5% |
| VLO | Buy | VALERO ENERGY CORP | $15,699,209 | +26.1% | 123,752 | +6.2% | 2.00% | +10.6% |
| MAIN | Buy | MAIN STR CAP CORP | $14,841,517 | +16.2% | 401,665 | +5.8% | 1.89% | +1.8% |
| OMC | Buy | OMNICOM GROUP INC | $14,208,691 | +41.8% | 174,190 | +9.7% | 1.81% | +24.3% |
| ENB | Buy | ENBRIDGE INC | $12,843,050 | +17.2% | 328,467 | +11.2% | 1.64% | +2.7% |
| PFE | Buy | PFIZER INC | $12,217,587 | +28.4% | 238,438 | +9.7% | 1.56% | +12.5% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $11,914,673 | +21.1% | 143,498 | +9.8% | 1.52% | +6.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $11,406,635 | +31.4% | 80,961 | +10.8% | 1.45% | +15.2% |
| CSCO | Buy | CISCO SYS INC | $10,697,469 | +34.6% | 224,548 | +13.1% | 1.36% | +17.9% |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $10,104,599 | -18.8% | 120,408 | -30.2% | 1.29% | -28.9% |
| PDCO | Buy | PATTERSON COS INC | $9,484,891 | +31.6% | 338,384 | +12.8% | 1.21% | +15.4% |
| T | Buy | AT&T INC | $9,142,589 | +32.2% | 496,610 | +10.1% | 1.16% | +15.8% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $9,034,506 | +33.2% | 241,823 | +12.0% | 1.15% | +16.7% |
| HRB | Buy | BLOCK H & R INC | $8,457,463 | -5.4% | 231,648 | +10.3% | 1.08% | -17.1% |
| MTB | Buy | M & T BK CORP | $8,149,559 | -8.9% | 56,181 | +10.7% | 1.04% | -20.1% |
| CSWC | Buy | CAPITAL SOUTHWEST CORP | $7,991,977 | +17.8% | 467,367 | +16.7% | 1.02% | +3.1% |
| WHF | Buy | WHITEHORSE FIN INC | $7,798,254 | +79.8% | 597,567 | +52.9% | 0.99% | +57.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $7,725,131 | +20.6% | 43,731 | +11.5% | 0.98% | +5.6% |
| BEN | Buy | FRANKLIN RESOURCES INC | $7,641,191 | +37.7% | 289,658 | +12.3% | 0.97% | +20.7% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $7,477,361 | +55.2% | 63,648 | +18.5% | 0.95% | +35.9% |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $7,334,694 | +12.7% | 852,871 | +11.8% | 0.94% | -1.3% |
| OKE | Buy | ONEOK INC NEW | $7,212,074 | +42.6% | 109,773 | +11.3% | 0.92% | +25.0% |
| SRC | Buy | SPIRIT RLTY CAP INC NEW | $6,967,537 | +36.0% | 174,494 | +23.1% | 0.89% | +19.2% |
| AAPL | Buy | APPLE INC | $6,915,131 | +4.3% | 53,222 | +11.0% | 0.88% | -8.6% |
| GLPI | Buy | GAMING & LEISURE PPTYS INC | $6,899,719 | +50.6% | 132,458 | +27.9% | 0.88% | +31.8% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $6,783,760 | +28.3% | 242,711 | +35.4% | 0.86% | +12.4% |
| TPVG | Buy | TRIPLEPOINT VENTURE GROWTH B | $6,670,075 | +29.8% | 639,509 | +35.2% | 0.85% | +13.8% |
| GNL | Buy | GLOBAL NET LEASE INC | $6,507,376 | +44.1% | 517,691 | +22.1% | 0.83% | +26.2% |
| TFC | Buy | TRUIST FINL CORP | $6,297,268 | +14212.0% | 146,346 | +14534.6% | 0.80% | +13266.7% |
| GMRE | Buy | GLOBAL MED REIT INC | $6,212,386 | +66.9% | 655,315 | +50.0% | 0.79% | +46.4% |
| DOW | Buy | DOW INC | $6,206,903 | +26.4% | 123,177 | +10.2% | 0.79% | +10.8% |
| C | Buy | CITIGROUP INC | $6,134,997 | +27786.4% | 135,640 | +25348.4% | 0.78% | +25966.7% |
| EIX | Buy | EDISON INTL | $5,874,424 | +132.6% | 92,336 | +106.8% | 0.75% | +104.1% |
| UL | Buy | UNILEVER PLCspon adr new | $5,612,427 | +31.5% | 111,468 | +14.5% | 0.72% | +15.1% |
| HBI | Buy | HANESBRANDS INC | $5,302,182 | -0.1% | 833,676 | +9.3% | 0.68% | -12.4% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $4,984,128 | +35.5% | 447,408 | +44.2% | 0.64% | +18.7% |
| CRI | Buy | CARTERS INC | $4,769,642 | +27.6% | 63,928 | +12.1% | 0.61% | +12.0% |
| XRX | Buy | XEROX HOLDINGS CORP | $4,682,877 | +24.0% | 320,745 | +11.0% | 0.60% | +8.7% |
| NWE | Buy | NORTHWESTERN CORP | $4,546,412 | +35.9% | 76,616 | +12.8% | 0.58% | +18.9% |
| MSM | Buy | MSC INDL DIRECT INCcl a | $4,241,118 | +26.3% | 51,911 | +12.6% | 0.54% | +10.7% |
| ETR | Buy | ENTERGY CORP NEW | $4,153,800 | +26.2% | 36,923 | +12.9% | 0.53% | +10.4% |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $4,095,055 | -58.3% | 168,938 | -59.1% | 0.52% | -63.4% |
| JNK | Sell | SPDR SER TRbloomberg brclys | $3,974,652 | -60.3% | 44,163 | -61.2% | 0.51% | -65.2% |
| HYHG | New | PROSHARES TRhgh yld int rate | $3,756,959 | – | 64,337 | +100.0% | 0.48% | – |
| IGBH | New | ISHARES U S ETF TRint rt hd long | $3,725,835 | – | 160,458 | +100.0% | 0.48% | – |
| HYGH | New | ISHARES U S ETF TRit rt hdg hgyl | $3,618,117 | – | 44,118 | +100.0% | 0.46% | – |
| NWL | Buy | NEWELL BRANDS INC | $3,419,290 | +7.3% | 261,414 | +13.9% | 0.44% | -6.0% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $3,267,646 | +17098.1% | 194,503 | +16638.6% | 0.42% | +13766.7% |
| PFXF | Buy | VANECK VECTORS ETF TRpfd secs ex finl | $3,221,879 | +8.7% | 192,811 | +11.9% | 0.41% | -4.6% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $3,190,544 | +2.9% | 164,716 | +9.0% | 0.41% | -9.8% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $3,170,954 | +2.6% | 283,627 | +9.0% | 0.40% | -10.2% |
| PSK | Buy | SPDR SER TRwells fg pfd etf | $3,167,828 | +0.7% | 96,521 | +7.0% | 0.40% | -11.8% |
| PFLD | New | ETF SER SOLUTIONSaam lw dur pfd | $3,141,403 | – | 151,539 | +100.0% | 0.40% | – |
| TAP | Buy | MOLSON COORS BEVERAGE COcl b | $3,072,499 | +13.0% | 59,637 | +5.2% | 0.39% | -1.0% |
| SPFF | Buy | GLOBAL X FDSglbx suprinc etf | $2,977,455 | +59.3% | 316,246 | +67.5% | 0.38% | +39.3% |
| CAG | Buy | CONAGRA BRANDS INC | $2,668,120 | +24.4% | 68,944 | +4.9% | 0.34% | +9.0% |
| PFFA | Buy | ETFIS SER TR Ivirtus infrcap | $2,658,924 | +44.2% | 146,578 | +51.3% | 0.34% | +26.5% |
| MSFT | Buy | MICROSOFT CORP | $2,460,114 | +29.2% | 10,258 | +25.5% | 0.31% | +13.4% |
| AMZN | Buy | AMAZON COM INC | $2,325,207 | -9.6% | 27,681 | +21.6% | 0.30% | -20.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,239,983 | +15.0% | 25,388 | +24.7% | 0.28% | +0.7% |
| GPN | Buy | GLOBAL PMTS INC | $2,153,880 | +46.2% | 21,686 | +59.1% | 0.27% | +28.0% |
| BCO | Buy | BRINKS CO | $2,119,010 | +18.4% | 39,453 | +6.8% | 0.27% | +3.8% |
| NFLX | Buy | NETFLIX INC | $2,037,031 | +40.7% | 6,908 | +12.3% | 0.26% | +23.2% |
| PRU | Buy | PRUDENTIAL FINL INC | $1,629,793 | +21.4% | 16,386 | +4.7% | 0.21% | +6.7% |
| PLYM | Sell | PLYMOUTH INDL REIT INC | $1,572,422 | +7.0% | 81,982 | -6.2% | 0.20% | -6.5% |
| NEE | Buy | NEXTERA ENERGY INC | $1,564,464 | +8.4% | 18,714 | +1.7% | 0.20% | -5.2% |
| WDC | Buy | WESTERN DIGITAL CORP. | $1,510,871 | +1.1% | 47,888 | +4.3% | 0.19% | -11.1% |
| BK | Buy | BANK NEW YORK MELLON CORP | $1,505,440 | +61.9% | 33,072 | +37.0% | 0.19% | +42.2% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $1,397,394 | +12.0% | 37,839 | +9.2% | 0.18% | -2.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,400,467 | +11.5% | 16,979 | +8.4% | 0.18% | -2.7% |
| EWRE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $1,230,510 | +37.0% | 40,017 | +33.4% | 0.16% | +19.8% |
| VTRS | Buy | VIATRIS INC | $1,216,529 | +37.2% | 109,302 | +5.0% | 0.16% | +20.2% |
| WRK | Buy | WESTROCK CO | $1,174,081 | +19.2% | 33,393 | +4.7% | 0.15% | +4.9% |
| GM | Buy | GENERAL MTRS CO | $1,104,111 | +10.1% | 32,821 | +5.0% | 0.14% | -3.4% |
| SYF | Buy | SYNCHRONY FINANCIAL | $992,397 | +21.5% | 30,201 | +4.3% | 0.13% | +5.9% |
| PEP | Buy | PEPSICO INC | $918,613 | +28.7% | 5,085 | +16.2% | 0.12% | +12.5% |
| XOM | Buy | EXXON MOBIL CORP | $906,479 | +38.8% | 8,218 | +9.9% | 0.12% | +22.1% |
| PH | Sell | PARKER-HANNIFIN CORP | $876,764 | +13.0% | 3,013 | -5.9% | 0.11% | -0.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $841,605 | +33.2% | 5,553 | +10.9% | 0.11% | +16.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $824,145 | +30.4% | 2,668 | +12.8% | 0.10% | +14.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $752,622 | +64.7% | 5,612 | +28.2% | 0.10% | +45.5% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $713,766 | -40.6% | 1,858 | -44.5% | 0.09% | -48.0% |
| AWF | Buy | ALLIANCEBERNSTEIN GLOBAL HIG | $708,966 | +4.3% | 76,894 | +0.4% | 0.09% | -9.1% |
| MRK | Buy | MERCK & CO. INC | $654,185 | +67.7% | 5,896 | +30.1% | 0.08% | +45.6% |
| CVX | Sell | CHEVRON CORP NEW | $554,661 | +24.1% | 3,090 | -0.7% | 0.07% | +9.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $555,272 | -4.4% | 6,258 | +3.6% | 0.07% | -15.5% |
| FFC | Sell | FLAHERTY & CRUMRINE PFD SECS | $537,897 | -17.8% | 35,812 | -18.7% | 0.07% | -27.4% |
| HD | Sell | HOME DEPOT INC | $523,853 | +9.6% | 1,658 | -4.3% | 0.07% | -4.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $491,477 | +41.2% | 927 | +34.3% | 0.06% | +23.5% |
| ES | Sell | EVERSOURCE ENERGY | $493,398 | +7.5% | 5,885 | -0.1% | 0.06% | -6.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $491,710 | +18.8% | 20,386 | +17.2% | 0.06% | +5.0% |
| VOO | Sell | VANGUARD INDEX FDS | $489,809 | +2.9% | 1,394 | -3.9% | 0.06% | -10.1% |
| KO | Buy | COCA COLA CO | $476,851 | +82.7% | 7,496 | +60.8% | 0.06% | +60.5% |
| WMT | Buy | WALMART INC | $436,061 | +13.6% | 3,075 | +3.9% | 0.06% | 0.0% |
| TSLA | Buy | TESLA INC | $425,833 | -43.7% | 3,457 | +21.1% | 0.05% | -50.9% |
| MO | Sell | ALTRIA GROUP INC | $424,205 | +11.9% | 9,280 | -1.2% | 0.05% | -1.8% |
| MCD | Sell | MCDONALDS CORP | $417,109 | +10.9% | 1,583 | -2.8% | 0.05% | -3.6% |
| SO | Buy | SOUTHERN CO | $414,803 | +260.7% | 5,809 | +244.3% | 0.05% | +211.8% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $390,489 | -4.5% | 3,240 | -5.4% | 0.05% | -15.3% |
| IWX | Sell | ISHARES TRrus tp200 vl etf | $368,112 | +6.4% | 5,666 | -5.6% | 0.05% | -6.0% |
| REZ | Sell | ISHARES TRresidential mult | $364,514 | -14.6% | 5,334 | -10.2% | 0.05% | -25.8% |
| CSX | Buy | CSX CORP | $339,217 | +19.0% | 10,950 | +2.2% | 0.04% | +4.9% |
| IGLB | Sell | ISHARES TR10+ yr invst grd | $334,122 | +1.2% | 6,711 | -1.8% | 0.04% | -10.4% |
| PFF | Sell | ISHARES TRpfd and incm sec | $331,402 | -10.9% | 10,855 | -7.5% | 0.04% | -22.2% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $324,565 | +10.8% | 7,130 | +9.9% | 0.04% | -4.7% |
| LMT | Buy | LOCKHEED MARTIN CORP | $304,109 | +53.6% | 625 | +21.8% | 0.04% | +34.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $309,820 | +5.4% | 7,863 | +1.4% | 0.04% | -9.3% |
| CAT | Buy | CATERPILLAR INC | $307,116 | +171.8% | 1,282 | +86.9% | 0.04% | +143.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $303,535 | +65.9% | 1,140 | +66.7% | 0.04% | +44.4% |
| USIG | Sell | ISHARES TRusd inv grde etf | $301,539 | -1.1% | 6,140 | -3.2% | 0.04% | -13.6% |
| PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $298,108 | -98.8% | 15,967 | -98.9% | 0.04% | -98.9% |
| YUM | YUM BRANDS INC | $279,086 | +20.3% | 2,179 | 0.0% | 0.04% | +5.9% | |
| UNP | Buy | UNION PAC CORP | $279,835 | +10.6% | 1,351 | +4.0% | 0.04% | -2.7% |
| CVS | Buy | CVS HEALTH CORP | $277,362 | +22.7% | 2,976 | +25.7% | 0.04% | +6.1% |
| AGG | Sell | ISHARES TRcore us aggbd et | $269,398 | -0.2% | 2,778 | -0.8% | 0.03% | -12.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $237,837 | +2.1% | 521 | +5.5% | 0.03% | -11.8% |
| F | Sell | FORD MTR CO DEL | $233,306 | +0.6% | 20,061 | -3.0% | 0.03% | -11.8% |
| EVRG | EVERGY INC | $233,974 | +5.9% | 3,718 | 0.0% | 0.03% | -6.2% | |
| ORCL | Buy | ORACLE CORP | $224,295 | +157.8% | 2,744 | +93.4% | 0.03% | +123.1% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $230,535 | +107.7% | 3,209 | +106.9% | 0.03% | +81.2% |
| LOW | Buy | LOWES COS INC | $226,337 | +884.1% | 1,136 | +808.8% | 0.03% | +866.7% |
| SYY | Sell | SYSCO CORP | $226,139 | -1.7% | 2,958 | -9.2% | 0.03% | -12.1% |
| PM | Buy | PHILIP MORRIS INTL INC | $225,408 | +22.5% | 2,227 | +0.7% | 0.03% | +7.4% |
| ACM | AECOM | $222,517 | +24.3% | 2,620 | 0.0% | 0.03% | +7.7% | |
| DHR | Sell | DANAHER CORPORATION | $209,682 | -15.1% | 790 | -17.3% | 0.03% | -25.0% |
| GLD | Sell | SPDR GOLD TR | $208,360 | -38.9% | 1,228 | -44.3% | 0.03% | -46.0% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $200,580 | -23.7% | 1,904 | -30.4% | 0.03% | -31.6% |
| V | Buy | VISA INC | $202,982 | +22.3% | 977 | +4.3% | 0.03% | +8.3% |
| DE | Buy | DEERE & CO | $203,232 | +54.0% | 474 | +20.0% | 0.03% | +36.8% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $198,991 | +25.2% | 1,145 | +16.0% | 0.02% | +8.7% |
| MMM | Sell | 3M CO | $192,448 | -8.4% | 1,605 | -15.7% | 0.02% | -19.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $197,163 | +272.0% | 567 | +206.5% | 0.02% | +212.5% |
| SWX | New | SOUTHWEST GAS HLDGS INC | $185,640 | – | 3,000 | +100.0% | 0.02% | – |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $184,448 | -4.9% | 3,154 | -5.3% | 0.02% | -14.3% |
| BAC | Buy | BK OF AMERICA CORP | $184,912 | +27.5% | 5,583 | +16.5% | 0.02% | +14.3% |
| DIS | Sell | DISNEY WALT CO | $176,608 | -21.9% | 2,033 | -15.3% | 0.02% | -30.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $170,462 | +25.3% | 1,689 | +1.3% | 0.02% | +10.0% |
| AFL | Sell | AFLAC INC | $175,866 | +27.4% | 2,445 | -0.6% | 0.02% | +10.0% |
| BIZD | Sell | VANECK VECTORS ETF TR | $170,196 | -5.4% | 12,028 | -9.4% | 0.02% | -15.4% |
| AEE | New | AMEREN CORP | $166,103 | – | 1,868 | +100.0% | 0.02% | – |
| TJX | Buy | TJX COS INC NEW | $165,099 | +293.1% | 2,074 | +210.5% | 0.02% | +250.0% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $166,894 | -57.0% | 436 | -59.9% | 0.02% | -62.5% |
| PPG | Buy | PPG INDS INC | $163,839 | +13.8% | 1,303 | +0.3% | 0.02% | 0.0% |
| ABT | Buy | ABBOTT LABS | $159,761 | +24.8% | 1,455 | +10.4% | 0.02% | +5.3% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $157,727 | +192.1% | 2,088 | +154.9% | 0.02% | +150.0% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $151,133 | -4.9% | 2,614 | -4.9% | 0.02% | -17.4% |
| ORLY | OREILLY AUTOMOTIVE INC | $146,017 | +19.7% | 173 | 0.0% | 0.02% | +5.6% | |
| SLB | Buy | SCHLUMBERGER LTD | $138,827 | +65.3% | 2,597 | +11.6% | 0.02% | +50.0% |
| WPC | Buy | WP CAREY INC | $144,829 | +28.2% | 1,853 | +14.7% | 0.02% | +12.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $137,466 | +63.6% | 719 | +54.3% | 0.02% | +50.0% |
| INTC | Buy | INTEL CORP | $139,734 | +20.5% | 5,287 | +17.7% | 0.02% | +5.9% |
| EFV | Sell | ISHARES TReafe value etf | $144,526 | +11.2% | 3,150 | -6.5% | 0.02% | -5.3% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $140,130 | +18.8% | 3,505 | +5.1% | 0.02% | +5.9% |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $136,857 | – | 2,837 | +100.0% | 0.02% | – |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $129,942 | +18.1% | 1,806 | +16.3% | 0.02% | +6.2% |
| HYLB | Sell | DBX ETF TRxtrack usd high | $131,391 | -97.2% | 3,898 | -97.3% | 0.02% | -97.5% |
| INTU | Buy | INTUIT | $134,670 | +3266.8% | 346 | +3045.5% | 0.02% | +1600.0% |
| FSK | Sell | FS KKR CAP CORP | $128,233 | +1.8% | 7,328 | -1.2% | 0.02% | -11.1% |
| ED | CONSOLIDATED EDISON INC | $124,087 | +10.8% | 1,302 | 0.0% | 0.02% | 0.0% | |
| NOC | Buy | NORTHROP GRUMMAN CORP | $124,945 | +1982.4% | 229 | +1808.3% | 0.02% | +1500.0% |
| LLY | Sell | LILLY ELI & CO | $125,117 | -26.8% | 342 | -35.2% | 0.02% | -36.0% |
| SRE | SEMPRA ENERGY | $125,641 | +3.0% | 813 | 0.0% | 0.02% | -11.1% | |
| GIS | Buy | GENERAL MLS INC | $128,815 | +41.6% | 1,536 | +29.6% | 0.02% | +23.1% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $116,729 | -5.1% | 1,396 | -10.7% | 0.02% | -16.7% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $114,357 | +3711.9% | 396 | +3200.0% | 0.02% | – |
| NVDA | Sell | NVIDIA CORPORATION | $120,536 | -5.1% | 825 | -21.4% | 0.02% | -16.7% |
| FHN | Sell | FIRST HORIZON CORPORATION | $114,815 | -98.7% | 4,686 | -98.7% | 0.02% | -98.8% |
| TXN | Buy | TEXAS INSTRS INC | $119,211 | +6.4% | 722 | +0.1% | 0.02% | -6.2% |
| IEMG | Sell | ISHARES INCcore msci emkt | $118,749 | +3.3% | 2,543 | -5.3% | 0.02% | -11.8% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $118,158 | +23.1% | 2,617 | +15.8% | 0.02% | +7.1% |
| AZO | Buy | AUTOZONE INC | $115,910 | +99.8% | 47 | +74.1% | 0.02% | +87.5% |
| AMGN | Sell | AMGEN INC | $121,380 | +15.6% | 462 | -0.4% | 0.02% | 0.0% |
| NI | NISOURCE INC | $108,830 | +8.8% | 3,969 | 0.0% | 0.01% | -6.7% | |
| MRNA | MODERNA INC | $107,772 | +51.8% | 600 | 0.0% | 0.01% | +40.0% | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $107,186 | +1.1% | 7,061 | 0.0% | 0.01% | -6.7% | |
| BA | BOEING CO | $102,293 | +57.4% | 537 | 0.0% | 0.01% | +44.4% | |
| PTLC | Buy | PACER FDS TRtrendp us lar cp | $100,545 | -0.5% | 2,682 | +0.1% | 0.01% | -13.3% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $101,064 | +910.6% | 2,408 | +756.9% | 0.01% | +1200.0% |
| EFG | Sell | ISHARES TReafe grwth etf | $105,225 | +8.5% | 1,256 | -6.1% | 0.01% | -7.1% |
| ANGL | Sell | VANECK VECTORS ETF TRfallen angel hg | $98,371 | -97.0% | 3,641 | -97.1% | 0.01% | -97.3% |
| ETN | Sell | EATON CORP PLC | $100,203 | +12.6% | 638 | -3.9% | 0.01% | 0.0% |
| ET | Buy | ENERGY TRANSFER LP | $98,236 | +21.3% | 8,276 | +12.5% | 0.01% | +8.3% |
| O | Sell | REALTY INCOME CORP | $98,328 | +8.1% | 1,550 | -1.3% | 0.01% | 0.0% |
| EMR | Buy | EMERSON ELEC CO | $105,570 | +32.0% | 1,099 | +0.5% | 0.01% | +8.3% |
| THG | HANOVER INS GROUP INC | $95,402 | +6.0% | 706 | 0.0% | 0.01% | -7.7% | |
| MS | Buy | MORGAN STANLEY | $92,329 | +46.6% | 1,086 | +36.6% | 0.01% | +33.3% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $92,969 | -0.0% | 1,321 | -5.4% | 0.01% | -14.3% |
| DUK | Buy | DUKE ENERGY CORP NEW | $97,749 | +45.9% | 949 | +32.2% | 0.01% | +20.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $93,125 | +43.3% | 686 | +18.5% | 0.01% | +33.3% |
| KMI | Buy | KINDER MORGAN INC DEL | $95,462 | +70.5% | 5,280 | +56.2% | 0.01% | +50.0% |
| YUMC | YUM CHINA HLDGS INC | $94,927 | +15.8% | 1,737 | 0.0% | 0.01% | 0.0% | |
| HON | Buy | HONEYWELL INTL INC | $97,292 | +41.0% | 454 | +9.4% | 0.01% | +20.0% |
| GILD | Buy | GILEAD SCIENCES INC | $86,200 | +41.3% | 1,004 | +0.9% | 0.01% | +22.2% |
| SBUX | Sell | STARBUCKS CORP | $82,634 | +2.0% | 833 | -13.2% | 0.01% | -8.3% |
| BKNG | Buy | BOOKING HOLDINGS INC | $88,672 | +638.9% | 44 | +528.6% | 0.01% | +450.0% |
| ARKK | Buy | ARK ETF TRinnovation etf | $86,504 | +380.6% | 2,769 | +481.7% | 0.01% | +266.7% |
| FALN | Sell | ISHARES TRfaln angls usd | $88,615 | -98.0% | 3,601 | -98.1% | 0.01% | -98.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $85,389 | +848.8% | 320 | +814.3% | 0.01% | +1000.0% |
| WMB | WILLIAMS COS INC | $87,876 | +15.6% | 2,671 | 0.0% | 0.01% | 0.0% | |
| CFO | VICTORY PORTFOLIOS II | $80,909 | -0.1% | 1,264 | 0.0% | 0.01% | -16.7% | |
| FUN | CEDAR FAIR L Pdepositry unit | $79,330 | +0.4% | 1,919 | 0.0% | 0.01% | -9.1% | |
| COP | Buy | CONOCOPHILLIPS | $81,302 | +29.1% | 689 | +12.4% | 0.01% | +11.1% |
| IG | Sell | PRINCIPAL EXCHANGE-TRADED FDprnc invt grad | $78,417 | -3.2% | 3,840 | -3.2% | 0.01% | -16.7% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $80,707 | +520.8% | 511 | +480.7% | 0.01% | +400.0% |
| DD | DUPONT DE NEMOURS INC | $76,317 | +36.3% | 1,112 | 0.0% | 0.01% | +25.0% | |
| MPC | MARATHON PETE CORP | $80,006 | +17.7% | 687 | 0.0% | 0.01% | 0.0% | |
| MPLX | MPLX LP | $78,816 | +9.5% | 2,400 | 0.0% | 0.01% | 0.0% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $74,745 | -6.6% | 1,154 | -8.9% | 0.01% | -16.7% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $73,762 | +1744.0% | 719 | +1367.3% | 0.01% | +800.0% |
| VTR | Sell | VENTAS INC | $73,511 | +8.1% | 1,632 | -4.2% | 0.01% | -10.0% |
| NKE | Buy | NIKE INCcl b | $74,301 | +51.6% | 635 | +8.5% | 0.01% | +28.6% |
| PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $69,560 | +15.9% | 813 | 0.0% | 0.01% | 0.0% | |
| TGT | Buy | TARGET CORP | $68,707 | +7.4% | 461 | +6.2% | 0.01% | 0.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $67,730 | +35.5% | 951 | +62.3% | 0.01% | +28.6% |
| SPXL | DIREXION SHS ETF TRdrx s&p500bull | $71,551 | +15.4% | 1,152 | 0.0% | 0.01% | 0.0% | |
| IUSB | Sell | ISHARES TRcore total usd | $72,942 | -8.8% | 1,623 | -9.3% | 0.01% | -25.0% |
| QCOM | Buy | QUALCOMM INC | $70,581 | +72.1% | 642 | +76.9% | 0.01% | +50.0% |
| LIN | LINDE PLC | $60,669 | +21.3% | 186 | 0.0% | 0.01% | +14.3% | |
| CRM | Buy | SALESFORCE COM INC | $61,522 | -3.9% | 464 | +4.7% | 0.01% | -11.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $64,572 | +17.4% | 303 | +17.0% | 0.01% | 0.0% |
| ACWV | New | ISHARES INCmsci gbl min vol | $65,184 | – | 686 | +100.0% | 0.01% | – |
| CTVA | CORTEVA INC | $64,599 | +2.5% | 1,099 | 0.0% | 0.01% | -11.1% | |
| WTRG | Buy | ESSENTIAL UTILS INC | $59,694 | +14.8% | 1,251 | +0.2% | 0.01% | 0.0% |
| SLV | ISHARES SILVER TRishares | $63,858 | +25.2% | 2,900 | 0.0% | 0.01% | +14.3% | |
| USMV | Buy | ISHARES TRmsci usa min vol | $63,160 | +152.6% | 876 | +128.1% | 0.01% | +100.0% |
| BDX | Sell | BECTON DICKINSON & CO | $63,575 | +13.5% | 250 | -1.2% | 0.01% | 0.0% |
| MCO | New | MOODYS CORP | $64,640 | – | 232 | +100.0% | 0.01% | – |
| MDLZ | MONDELEZ INTL INCcl a | $61,785 | +21.1% | 927 | 0.0% | 0.01% | +14.3% | |
| SPLB | Sell | SPDR SER TRportfolio ln cor | $63,333 | +0.5% | 2,821 | -2.3% | 0.01% | -11.1% |
| DVY | Buy | ISHARES TRselect divid etf | $63,918 | +391.7% | 530 | +341.7% | 0.01% | +300.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $63,329 | +19.5% | 115 | +10.6% | 0.01% | 0.0% |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $62,848 | +102.7% | 2,028 | +136.4% | 0.01% | +60.0% |
| PSEP | INNOVATOR ETFS TRs&p 500 pwr | $61,606 | +4.4% | 2,106 | 0.0% | 0.01% | -11.1% | |
| BIL | New | SPDR SER TRspdr bloomberg | $57,352 | – | 627 | +100.0% | 0.01% | – |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $55,511 | +455.1% | 393 | +424.0% | 0.01% | +600.0% |
| IRM | Buy | IRON MTN INC NEW | $54,117 | +35.3% | 1,086 | +20.8% | 0.01% | +16.7% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $51,550 | -87.8% | 518 | -87.4% | 0.01% | -88.5% |
| IUSG | ISHARES TRcore s&p us gwt | $57,472 | +0.8% | 705 | 0.0% | 0.01% | -12.5% | |
| AXP | Buy | AMERICAN EXPRESS CO | $51,269 | +70.9% | 347 | +54.9% | 0.01% | +75.0% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $56,610 | +8.9% | 237 | +2.2% | 0.01% | -12.5% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $53,276 | +255.2% | 1,141 | +257.7% | 0.01% | +250.0% |
| USB | Buy | US BANCORP DEL | $54,469 | +23.8% | 1,249 | +14.2% | 0.01% | +16.7% |
| BX | Buy | BLACKSTONE GROUP INC | $53,639 | +16.6% | 723 | +31.5% | 0.01% | 0.0% |
| D | Buy | DOMINION ENERGY INC | $56,772 | -11.3% | 926 | +0.1% | 0.01% | -22.2% |
| IRT | INDEPENDENCE RLTY TR INC | $45,707 | +1.6% | 2,711 | 0.0% | 0.01% | -14.3% | |
| PBF | New | PBF ENERGY INCcl a | $50,363 | – | 1,235 | +100.0% | 0.01% | – |
| FAST | Buy | FASTENAL CO | $48,741 | +3.7% | 1,030 | +0.6% | 0.01% | -14.3% |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $44,422 | +11.1% | 131 | 0.0% | 0.01% | 0.0% | |
| FITB | FIFTH THIRD BANCORP | $44,129 | +2.6% | 1,345 | 0.0% | 0.01% | 0.0% | |
| KKR | KKR & CO INC | $45,492 | +8.3% | 980 | 0.0% | 0.01% | 0.0% | |
| BP | Buy | BP PLCsponsored adr | $46,204 | +44.4% | 1,323 | +18.3% | 0.01% | +20.0% |
| ILTB | Sell | ISHARES TRcore lt usdb etf | $45,970 | -4.2% | 903 | -5.0% | 0.01% | -14.3% |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $46,516 | -31.6% | 981 | -31.1% | 0.01% | -40.0% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $43,351 | +14.1% | 524 | +1.7% | 0.01% | 0.0% |
| VGLT | Sell | VANGUARD SCOTTSDALE FDSlong term treas | $50,012 | -7.4% | 812 | -5.6% | 0.01% | -25.0% |
| AMAT | Buy | APPLIED MATLS INC | $46,256 | +59.5% | 475 | +35.3% | 0.01% | +50.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $50,868 | +13.0% | 240 | +13.7% | 0.01% | -14.3% |
| WEC | Sell | WEC ENERGY GROUP INC | $49,542 | +3.2% | 528 | -1.1% | 0.01% | -14.3% |
| WM | Sell | WASTE MGMT INC DEL | $44,024 | -27.8% | 281 | -26.1% | 0.01% | -33.3% |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION | $43,537 | +14.6% | 3,769 | +2.9% | 0.01% | 0.0% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $45,757 | +1.7% | 434 | -0.5% | 0.01% | -14.3% |
| BHP | New | BHP GROUP LTDsponsored ads | $36,051 | – | 581 | +100.0% | 0.01% | – |
| OCSL | Buy | OAKTREE SPECIALTY LENDING CO | $37,290 | +20.3% | 5,428 | +4.6% | 0.01% | 0.0% |
| ITOT | ISHARES TRcore s&p ttl stk | $36,718 | +8.0% | 433 | 0.0% | 0.01% | 0.0% | |
| FE | Buy | FIRSTENERGY CORP | $35,801 | +15.5% | 854 | +0.6% | 0.01% | 0.0% |
| WFC | WELLS FARGO CO NEW | $37,615 | +1.7% | 911 | 0.0% | 0.01% | 0.0% | |
| APD | Sell | AIR PRODS & CHEMS INC | $35,758 | +5.2% | 116 | -19.4% | 0.01% | 0.0% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $41,820 | +23.0% | 328 | 0.0% | 0.01% | 0.0% | |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $42,758 | +4175.8% | 2,087 | +3321.3% | 0.01% | – |
| GEF | GREIF INCcl a | $40,295 | +11.9% | 601 | 0.0% | 0.01% | 0.0% | |
| FTF | Buy | FRANKLIN LTD DURATION INCOME | $39,942 | +2.4% | 6,432 | +0.8% | 0.01% | -16.7% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $35,758 | -86.0% | 475 | -86.1% | 0.01% | -86.5% |
| DEO | DIAGEO PLCspon adr new | $35,638 | +4.8% | 200 | 0.0% | 0.01% | 0.0% | |
| PCAR | PACCAR INC | $42,062 | +16.8% | 425 | 0.0% | 0.01% | 0.0% | |
| AVGO | Buy | BROADCOM INC | $39,139 | +35.0% | 70 | +7.7% | 0.01% | +25.0% |
| OXY | Sell | OCCIDENTAL PETE CORP | $41,132 | -14.3% | 653 | -17.0% | 0.01% | -28.6% |
| IGSB | ISHARES TR | $37,564 | +1.5% | 754 | 0.0% | 0.01% | 0.0% | |
| ITW | Sell | ILLINOIS TOOL WKS INC | $41,857 | +19.6% | 190 | -2.6% | 0.01% | 0.0% |
| New | LADRD FD US EQTINNOVATOR ETFS TRnone | $41,817 | – | 1,216 | +100.0% | 0.01% | – | |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $39,516 | -52.4% | 788 | -52.5% | 0.01% | -58.3% |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $38,008 | – | 768 | +100.0% | 0.01% | – |
| MINC | ADVISORSHARES TRnewflt mulsinc | $40,464 | -1.3% | 909 | 0.0% | 0.01% | -16.7% | |
| PSA | Sell | PUBLIC STORAGE | $40,628 | -15.4% | 145 | -12.1% | 0.01% | -28.6% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $43,076 | +23.1% | 128 | 0.0% | 0.01% | 0.0% | |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $43,132 | +30.7% | 278 | +16.3% | 0.01% | 0.0% |
| DTE | DTE ENERGY CO | $42,546 | +1.3% | 362 | 0.0% | 0.01% | -16.7% | |
| SCHR | New | SCHWAB STRATEGIC TRintrm trm tres | $36,676 | – | 745 | +100.0% | 0.01% | – |
| UI | UBIQUITI INC | $38,021 | -7.3% | 139 | 0.0% | 0.01% | -16.7% | |
| DXCM | DEXCOM INC | $36,237 | +39.4% | 320 | 0.0% | 0.01% | +25.0% | |
| SSB | SOUTH ST CORP | $36,653 | -3.5% | 480 | 0.0% | 0.01% | -16.7% | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $36,798 | +104.4% | 494 | +90.0% | 0.01% | +66.7% |
| TTEK | TETRA TECH INC NEW | $42,105 | +13.8% | 290 | 0.0% | 0.01% | 0.0% | |
| ZTS | ZOETIS INCcl a | $30,043 | +0.1% | 205 | 0.0% | 0.00% | 0.0% | |
| PAVE | GLOBAL X FDSus infr dev etf | $27,920 | +16.3% | 1,054 | 0.0% | 0.00% | +33.3% | |
| NSC | Buy | NORFOLK SOUTHN CORP | $30,063 | +25.3% | 122 | +8.0% | 0.00% | +33.3% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $30,904 | +137.7% | 90 | +109.3% | 0.00% | +100.0% |
| DVN | Buy | DEVON ENERGY CORP NEW | $34,507 | +56.8% | 561 | +51.6% | 0.00% | +33.3% |
| OTTR | OTTER TAIL CORP | $29,355 | -5.3% | 500 | 0.0% | 0.00% | -20.0% | |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $28,589 | – | 638 | +100.0% | 0.00% | – |
| MMC | MARSH & MCLENNAN COS INC | $32,600 | +12.4% | 197 | 0.0% | 0.00% | 0.0% | |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $33,549 | – | 1,599 | +8315.8% | 0.00% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $28,965 | – | 715 | +100.0% | 0.00% | – |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $30,661 | +13.6% | 2,505 | +4.2% | 0.00% | 0.0% |
| FIS | FIDELITY NATL INFORMATION SV | $28,701 | -10.3% | 423 | 0.0% | 0.00% | -20.0% | |
| MKC | Buy | MCCORMICK & CO INC | $31,084 | +48.0% | 375 | +25.0% | 0.00% | +33.3% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $30,995 | +10.7% | 70 | 0.0% | 0.00% | 0.0% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $28,108 | -3.1% | 135 | -2.9% | 0.00% | 0.0% |
| SPLG | SPDR SER TRportfolio s&p500 | $31,666 | +5.6% | 704 | 0.0% | 0.00% | 0.0% | |
| KIE | SPDR SER TRs&p ins etf | $28,256 | +13.0% | 690 | 0.0% | 0.00% | 0.0% | |
| BBRE | Sell | J P MORGAN EXCHANGE-TRADED Fbetbuld msci | $32,501 | -14.5% | 398 | -16.9% | 0.00% | -33.3% |
| FIHD | UBS AG LONDON BRANCHfi enhancd etn | $30,854 | +28.6% | 146 | 0.0% | 0.00% | +33.3% | |
| MU | MICRON TECHNOLOGY INC | $35,263 | +0.8% | 706 | 0.0% | 0.00% | -20.0% | |
| CWB | Buy | SPDR SER TRblmbrg brc cnvrt | $29,999 | +66.7% | 466 | +64.1% | 0.00% | +33.3% |
| FPEI | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $30,437 | +5.0% | 1,709 | 0.0% | 0.00% | 0.0% | |
| BOE | BLACKROCK ENHANCED GLOBAL DI | $29,636 | +9.8% | 3,100 | 0.0% | 0.00% | 0.0% | |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $32,662 | +133.3% | 1,157 | +177.5% | 0.00% | +100.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $29,725 | +18.9% | 850 | -1.8% | 0.00% | 0.0% |
| CMP | Sell | COMPASS MINERALS INTL INC | $29,774 | +6.3% | 726 | -1.0% | 0.00% | 0.0% |
| EFAV | ISHARES TRmsci eafe min vl | $32,746 | +12.9% | 515 | 0.0% | 0.00% | 0.0% | |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $31,922 | +3.0% | 295 | -9.8% | 0.00% | -20.0% |
| PLD | Buy | PROLOGIS INC. | $28,070 | +55.9% | 249 | +37.6% | 0.00% | +33.3% |
| PFN | PIMCO INCOME STRATEGY FD II | $33,837 | +2.5% | 4,786 | 0.0% | 0.00% | -20.0% | |
| NUE | NUCOR CORP | $30,712 | +22.8% | 233 | 0.0% | 0.00% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $34,601 | +28.2% | 700 | 0.0% | 0.00% | 0.0% | |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $33,136 | +107.1% | 872 | +48.8% | 0.00% | +100.0% |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $32,651 | +20.9% | 805 | 0.0% | 0.00% | 0.0% | |
| HPI | HANCOCK JOHN PFD INCOME FDsh ben int | $34,508 | +1.5% | 2,150 | 0.0% | 0.00% | -20.0% | |
| ESEB | Sell | DBX ETF TRxtrck jp mrgn es | $30,384 | +1.3% | 1,851 | -5.1% | 0.00% | 0.0% |
| DNP | DNP SELECT INCOME FD INC | $33,829 | +9.1% | 3,007 | 0.0% | 0.00% | -20.0% | |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $28,392 | +5.2% | 3,900 | 0.0% | 0.00% | 0.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $33,545 | +1.7% | 456 | 0.0% | 0.00% | -20.0% | |
| MUB | Buy | ISHARES TRnational mun etf | $29,862 | +75.7% | 283 | +70.5% | 0.00% | +100.0% |
| DRI | Buy | DARDEN RESTAURANTS INC | $30,571 | +13.2% | 221 | +4.7% | 0.00% | 0.0% |
| OLP | Sell | ONE LIBERTY PPTYS INC | $28,542 | -10.8% | 1,285 | -16.4% | 0.00% | -20.0% |
| IWN | ISHARES TRrus 2000 val etf | $28,011 | +7.7% | 202 | 0.0% | 0.00% | 0.0% | |
| ADC | AGREE REALTY CORP | $28,727 | +6.4% | 405 | 0.0% | 0.00% | 0.0% | |
| PSX | Sell | PHILLIPS 66 | $20,400 | -7.3% | 196 | -27.1% | 0.00% | 0.0% |
| APLE | APPLE HOSPITALITY REIT INC | $19,725 | +9.6% | 1,250 | 0.0% | 0.00% | 0.0% | |
| ASTE | ASTEC INDS INC | $25,453 | +27.3% | 626 | 0.0% | 0.00% | 0.0% | |
| AGR | AVANGRID INC | $23,897 | +3.9% | 556 | 0.0% | 0.00% | 0.0% | |
| BWXT | New | BWX TECHNOLOGIES INC | $22,419 | – | 386 | +100.0% | 0.00% | – |
| BLK | Buy | BLACKROCK INC | $20,550 | +105.5% | 29 | +52.6% | 0.00% | +200.0% |
| CI | CIGNA CORP NEW | $21,868 | +21.5% | 66 | 0.0% | 0.00% | 0.0% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $25,988 | +8.3% | 630 | -4.8% | 0.00% | 0.0% |
| CUZ | COUSINS PPTYS INC | $26,453 | +10.2% | 1,046 | 0.0% | 0.00% | 0.0% | |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $26,190 | -6.5% | 1,000 | 0.0% | 0.00% | -25.0% | |
| XRAY | DENTSPLY SIRONA INC | $25,281 | +9.9% | 794 | 0.0% | 0.00% | 0.0% | |
| EOG | Buy | EOG RES INC | $24,163 | +15.1% | 187 | +0.5% | 0.00% | 0.0% |
| FDUS | Buy | FIDUS INVT CORP | $19,668 | +78.8% | 1,034 | +62.3% | 0.00% | +50.0% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $23,208 | -64.8% | 390 | -65.1% | 0.00% | -70.0% |
| FISV | FISERV INC | $22,235 | +5.9% | 220 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP | $20,496 | +7.9% | 319 | 0.0% | 0.00% | 0.0% | |
| GD | Sell | GENERAL DYNAMICS CORP | $26,300 | -46.3% | 106 | -53.9% | 0.00% | -57.1% |
| HPQ | Sell | HP INC | $26,825 | -0.6% | 998 | -8.1% | 0.00% | -25.0% |
| NJAN | INNOVATORETFS TRnasdaq 100 pwr | $26,472 | +1.8% | 768 | 0.0% | 0.00% | -25.0% | |
| New | US EQTY ACCELRT9INNOVATOR ETFS TRnone | $26,154 | – | 1,127 | +100.0% | 0.00% | – | |
| XBJL | New | US EQT ACLRTD 9INNOVATOR ETFS TRnone | $26,307 | – | 1,027 | +100.0% | 0.00% | – |
| PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $21,769 | -99.3% | 1,512 | -99.3% | 0.00% | -99.3% |
| EEMV | ISHARES INCmsci emerg mrkt | $21,326 | +6.6% | 402 | 0.0% | 0.00% | 0.0% | |
| IJK | ISHARES TRs&p mc 400gr etf | $21,310 | +6.6% | 312 | 0.0% | 0.00% | 0.0% | |
| GVI | ISHARES TRintrm gov cr etf | $23,566 | +2.5% | 230 | 0.0% | 0.00% | 0.0% | |
| GOVT | Buy | ISHARES TRus treas bd etf | $26,310 | +139.2% | 1,158 | +139.8% | 0.00% | +50.0% |
| USHY | Buy | ISHARES TRbroad usd high | $23,122 | +5.1% | 670 | +0.4% | 0.00% | 0.0% |
| KBR | KBR INC | $21,120 | +24.2% | 400 | 0.0% | 0.00% | +50.0% | |
| MCK | MCKESSON CORP | $22,132 | +10.7% | 59 | 0.0% | 0.00% | 0.0% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $20,174 | +18.7% | 258 | -5.8% | 0.00% | +50.0% |
| DOC | Sell | PHYSICIANS RLTY TR | $20,709 | -10.0% | 1,431 | -7.1% | 0.00% | 0.0% |
| PII | Buy | POLARIS INC | $20,879 | +9.9% | 207 | +6.7% | 0.00% | 0.0% |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $22,950 | – | 773 | +100.0% | 0.00% | – |
| STAG | Buy | STAG INDL INC | $22,431 | +18.1% | 694 | +4.5% | 0.00% | 0.0% |
| TMUS | T-MOBILE US INC | $24,920 | +3.8% | 178 | 0.0% | 0.00% | 0.0% | |
| TRV | TRAVELERS COMPANIES INC | $24,936 | +24.7% | 133 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $20,897 | -5.0% | 845 | 0.0% | 0.00% | 0.0% | |
| EMLC | Buy | VANECK VECTORS ETF TRjp morgan mkts | $26,215 | +1210.8% | 1,082 | +1445.7% | 0.00% | – |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $21,153 | +252.6% | 409 | +190.1% | 0.00% | +200.0% |
| MGK | VANGUARD WORLD FDmega grwth ind | $25,638 | -1.4% | 149 | 0.0% | 0.00% | -25.0% | |
| BIV | VANGUARD BD INDEX FDSintermed term | $20,587 | +2.9% | 277 | 0.0% | 0.00% | 0.0% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $24,830 | +313.8% | 637 | +311.0% | 0.00% | +200.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $26,431 | +120.3% | 341 | +109.2% | 0.00% | +50.0% |
| VV | VANGUARD INDEX FDSlarge cap etf | $27,349 | +5.2% | 157 | 0.0% | 0.00% | -25.0% | |
| EPS | WISDOMTREE TRus largecap fund | $22,287 | +6.1% | 536 | 0.0% | 0.00% | 0.0% | |
| DGRW | WISDOMTREE TRus qtly div grt | $19,798 | +10.0% | 328 | 0.0% | 0.00% | 0.0% | |
| GLDM | Buy | WORLD GOLD TRspdr gld minis | $22,365 | +148.5% | 618 | +116.1% | 0.00% | +200.0% |
| MDT | Sell | MEDTRONIC PLC | $22,321 | -36.2% | 287 | -34.3% | 0.00% | -40.0% |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $19,592 | -76.7% | 800 | -75.8% | 0.00% | -83.3% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $15,873 | -27.8% | 22 | -31.2% | 0.00% | -33.3% |
| VGT | VANGUARD WORLD FDSinf tech etf | $12,457 | +3.8% | 39 | 0.0% | 0.00% | 0.0% | |
| CL | Sell | COLGATE PALMOLIVE CO | $13,623 | -28.3% | 173 | -37.5% | 0.00% | -33.3% |
| OIH | VANECK VECTORS ETF TRoil svcs etf | $13,378 | +48.6% | 44 | 0.0% | 0.00% | +100.0% | |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $14,318 | – | 326 | +100.0% | 0.00% | – |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $15,501 | +10.7% | 253 | 0.0% | 0.00% | 0.0% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $13,499 | +12.5% | 150 | 0.0% | 0.00% | 0.0% | |
| SH | PROSHARES TRshort s&p 500 ne | $14,732 | -7.9% | 919 | 0.0% | 0.00% | 0.0% | |
| IXJ | ISHARES TRglob hlthcre etf | $17,655 | +10.3% | 208 | 0.0% | 0.00% | 0.0% | |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $14,282 | +19.0% | 498 | +1.0% | 0.00% | 0.0% |
| GSBD | Buy | GOLDMAN SACHS BDC INC | $14,635 | -2.4% | 1,067 | +3.4% | 0.00% | 0.0% |
| PRI | Buy | PRIMERICA INC | $14,727 | +13.3% | 104 | +1.0% | 0.00% | 0.0% |
| TROW | Sell | PRICE T ROWE GROUP INC | $14,995 | -0.0% | 137 | -2.8% | 0.00% | 0.0% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $17,676 | +194.6% | 861 | +192.9% | 0.00% | +100.0% |
| PXD | Buy | PIONEER NAT RES CO | $15,701 | +4.7% | 69 | +1.5% | 0.00% | 0.0% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $13,873 | -13.3% | 171 | -10.9% | 0.00% | 0.0% |
| PDI | Buy | PIMCO DYNAMIC INCOME FD | $15,560 | +3.7% | 842 | +12.3% | 0.00% | 0.0% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $18,929 | -71.3% | 192 | -71.4% | 0.00% | -80.0% |
| IP | Sell | INTERNATIONAL PAPER CO | $18,122 | -27.5% | 523 | -32.7% | 0.00% | -50.0% |
| MQY | BLACKROCK MUNIYILD QULT FD I | $11,878 | +8.0% | 1,024 | 0.0% | 0.00% | 0.0% | |
| HYT | BLACKROCK CORPOR HI YLD FD I | $14,867 | -0.9% | 1,701 | 0.0% | 0.00% | 0.0% | |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $13,856 | +592.8% | 181 | +448.5% | 0.00% | – |
| CMI | Buy | CUMMINS INC | $15,507 | +29.2% | 64 | +8.5% | 0.00% | 0.0% |
| PDM | PIEDMONT OFFICE REALTY TR IN | $17,496 | -12.5% | 1,908 | 0.0% | 0.00% | -33.3% | |
| PAYX | Sell | PAYCHEX INC | $15,947 | -0.3% | 138 | -5.5% | 0.00% | 0.0% |
| HIG | HARTFORD FINL SVCS GROUP INC | $14,256 | +18.8% | 188 | 0.0% | 0.00% | 0.0% | |
| CGBD | Sell | TCG BDC INC | $17,043 | +6.5% | 1,191 | -12.8% | 0.00% | 0.0% |
| PTIN | PACER FDS TRtrendpilot intl | $16,805 | -1.1% | 693 | 0.0% | 0.00% | 0.0% | |
| STN | STANTEC INC | $12,512 | +13.7% | 261 | 0.0% | 0.00% | 0.0% | |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $11,946 | – | 97 | +100.0% | 0.00% | – |
| SQ | SQUARE INCcl a | $16,841 | +12.3% | 268 | 0.0% | 0.00% | 0.0% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $14,100 | +8.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| LUV | Buy | SOUTHWEST AIRLS CO | $12,020 | +9.3% | 357 | +4.4% | 0.00% | 0.0% |
| DLR | Buy | DIGITAL RLTY TR INC | $16,715 | +4.5% | 167 | +5.0% | 0.00% | 0.0% |
| DG | Buy | DOLLAR GEN CORP NEW | $18,961 | +18.5% | 77 | +16.7% | 0.00% | 0.0% |
| COF | Buy | CAPITAL ONE FINL CORP | $19,429 | +115.9% | 209 | +111.1% | 0.00% | +100.0% |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $16,730 | +4.6% | 2,935 | 0.0% | 0.00% | 0.0% | |
| EPR | Sell | EPR PPTYS | $16,936 | -15.3% | 449 | -19.7% | 0.00% | -33.3% |
| NVG | NUVEEN AMT FREE MUN CR INC F | $13,755 | +5.8% | 1,133 | 0.0% | 0.00% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO | $17,800 | +18.7% | 75 | 0.0% | 0.00% | 0.0% | |
| NOK | Sell | NOKIA CORPsponsored adr | $16,161 | +7.7% | 3,483 | -0.6% | 0.00% | 0.0% |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $19,577 | -6.8% | 289 | 0.0% | 0.00% | -33.3% | |
| NTCT | NETSCOUT SYS INC | $12,939 | +7.8% | 398 | 0.0% | 0.00% | 0.0% | |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $11,943 | +1094.3% | 198 | +1000.0% | 0.00% | – |
| MFM | MFS MUN INCOME TRsh ben int | $12,950 | +7.9% | 2,500 | 0.0% | 0.00% | 0.0% | |
| SVC | Sell | SERVICE PPTYS TR | $12,655 | +26.6% | 1,736 | -6.7% | 0.00% | +100.0% |
| HEDJ | WISDOMTREE TReurope hedged eq | $13,362 | +11.4% | 191 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $12,954 | +17.8% | 179 | 0.0% | 0.00% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $13,113 | +9.3% | 186 | 0.0% | 0.00% | 0.0% | |
| WFCPRL | PERP PFD CNV AWELLS FARGO CO NEWpreferred stock | $11,850 | -1.2% | 10 | 0.0% | 0.00% | 0.0% | |
| IMCB | ISHARES TRmrgstr md cp etf | $16,428 | +9.5% | 280 | 0.0% | 0.00% | 0.0% | |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $17,100 | +6.9% | 500 | -3.7% | 0.00% | 0.0% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $16,619 | -52.5% | 190 | -61.4% | 0.00% | -60.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $13,256 | +10.5% | 157 | +0.6% | 0.00% | 0.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $12,634 | +5.3% | 93 | -4.1% | 0.00% | 0.0% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $18,644 | +272.9% | 360 | +249.5% | 0.00% | +100.0% |
| CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $13,170 | +9.8% | 1,634 | -3.8% | 0.00% | 0.0% |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $18,971 | – | 355 | +100.0% | 0.00% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $18,268 | – | 391 | +100.0% | 0.00% | – |
| GPC | GENUINE PARTS CO | $14,054 | +17.1% | 81 | 0.0% | 0.00% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $14,785 | +13.7% | 97 | 0.0% | 0.00% | 0.0% | |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $13,056 | – | 199 | +100.0% | 0.00% | – |
| SCHW | Buy | SCHWAB CHARLES CORP | $13,405 | +570.2% | 161 | +600.0% | 0.00% | – |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $14,318 | +43.2% | 102 | +30.8% | 0.00% | +100.0% |
| SNY | SANOFIsponsored adr | $19,033 | +26.9% | 393 | 0.0% | 0.00% | 0.0% | |
| SJT | New | SAN JUAN BASIN RTY TRunit ben int | $18,957 | – | 1,660 | +100.0% | 0.00% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $15,771 | – | 300 | +100.0% | 0.00% | – |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $15,897 | +694.8% | 78 | +500.0% | 0.00% | – |
| SBRA | SABRA HEALTH CARE REIT INC | $15,090 | -5.7% | 1,214 | 0.0% | 0.00% | 0.0% | |
| SPYD | SPDR SER TRprtflo s&p500 hi | $12,428 | +13.0% | 314 | 0.0% | 0.00% | 0.0% | |
| COKE | COCA COLA CONS INC | $15,371 | +28.1% | 30 | 0.0% | 0.00% | 0.0% | |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $15,245 | +408.2% | 392 | +361.2% | 0.00% | – |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $18,343 | +129.3% | 362 | +124.8% | 0.00% | +100.0% |
| IQI | Buy | INVESCO QUALITY MUN INCOME T | $17,038 | +6.5% | 1,809 | +1.3% | 0.00% | 0.0% |
| EBND | New | SPDR SER TRblombrg brc emrg | $11,966 | – | 582 | +100.0% | 0.00% | – |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $15,501 | -77.9% | 487 | -78.2% | 0.00% | -80.0% |
| R | RYDER SYS INC | $13,789 | +14.9% | 165 | 0.0% | 0.00% | 0.0% | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $16,232 | +24.9% | 770 | 0.0% | 0.00% | 0.0% | |
| BSJO | New | INVESCO EXCH TRD SLF IDX FD | $17,192 | – | 777 | +100.0% | 0.00% | – |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $14,577 | +191.5% | 215 | +152.9% | 0.00% | +100.0% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $18,014 | +125.2% | 253 | +84.7% | 0.00% | +100.0% |
| RF | REGIONS FINANCIAL CORP NEW | $15,674 | +4.5% | 727 | 0.0% | 0.00% | 0.0% | |
| IEFA | Sell | ISHARES TRcore msci eafe | $14,631 | -41.5% | 237 | -49.1% | 0.00% | -50.0% |
| ISTB | ISHARES TRcore 1 5 yr usd | $12,817 | -1.4% | 276 | 0.0% | 0.00% | 0.0% | |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $13,586 | +171.7% | 254 | +133.0% | 0.00% | +100.0% |
| BSJN | New | INVESCO EXCH TRD SLF IDX FD | $17,195 | – | 738 | +100.0% | 0.00% | – |
| PEAK | HEALTHPEAK PROPERTIES INC | $10,128 | +12.5% | 404 | 0.0% | 0.00% | 0.0% | |
| PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $6,446 | +7.4% | 281 | 0.0% | 0.00% | 0.0% | |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $5,627 | – | 126 | +100.0% | 0.00% | – |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $7,494 | – | 396 | +2540.0% | 0.00% | – |
| HOG | HARLEY DAVIDSON INC | $11,648 | +16.5% | 280 | 0.0% | 0.00% | 0.0% | |
| HASI | Buy | HANNON ARMSTRONG SUST INFR C | $6,412 | +6.9% | 221 | +8.9% | 0.00% | 0.0% |
| HAL | New | HALLIBURTON CO | $4,840 | – | 123 | +100.0% | 0.00% | – |
| GPI | GROUP 1 AUTOMOTIVE INC | $9,019 | +28.8% | 50 | 0.0% | 0.00% | 0.0% | |
| TIP | Sell | ISHARES TRtips bd etf | $5,519 | -8.0% | 52 | -10.3% | 0.00% | 0.0% |
| BAR | GRANITESHARES GOLD TR | $10,370 | +15.2% | 575 | 0.0% | 0.00% | 0.0% | |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $11,636 | +5.8% | 307 | +1.0% | 0.00% | -50.0% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $9,490 | -70.3% | 99 | -69.9% | 0.00% | -80.0% |
| SIL | GLOBAL X FDSglobal x silver | $6,169 | +23.4% | 219 | 0.0% | 0.00% | 0.0% | |
| IGV | New | ISHARES TRexpanded tech | $6,908 | – | 27 | +100.0% | 0.00% | – |
| SOXX | New | ISHARES TRphlx semicnd etf | $8,352 | – | 24 | +100.0% | 0.00% | – |
| IYR | ISHARES TRu.s. real es etf | $5,472 | +9.4% | 65 | 0.0% | 0.00% | 0.0% | |
| IJS | ISHARES TRsp smcp600vl etf | $4,383 | +9.6% | 48 | 0.0% | 0.00% | 0.0% | |
| AAXJ | ISHARES TRmsci ac asia etf | $6,479 | +8.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MBB | Buy | ISHARES TRmbs etf | $11,687 | +289.6% | 126 | +334.5% | 0.00% | – |
| IGIB | ISHARES TR | $7,823 | -2.2% | 158 | 0.0% | 0.00% | 0.0% | |
| GEO | GEO GROUP INC NEW | $7,227 | +44.5% | 660 | 0.0% | 0.00% | 0.0% | |
| FFIC | FLUSHING FINL CORP | $11,628 | -3.1% | 600 | 0.0% | 0.00% | -50.0% | |
| FLO | Buy | FLOWERS FOODS INC | $9,107 | +13.8% | 317 | +1.0% | 0.00% | 0.0% |
| GUNR | FLEXSHARES TRmornstar upstr | $9,390 | +17.4% | 216 | 0.0% | 0.00% | 0.0% | |
| FLAHERTY & CRUMRINE DYN PFD | $4,424 | +10.6% | 236 | 0.0% | 0.00% | 0.0% | ||
| DOCT | FIRST TR EXCHNG TRADED FD VIvest us eqt dep | $5,636 | +12.7% | 180 | 0.0% | 0.00% | 0.0% | |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $8,960 | – | 189 | +100.0% | 0.00% | – |
| ICSH | ISHARES TRblackrock ultra | $6,455 | +7.6% | 129 | 0.0% | 0.00% | 0.0% | |
| REM | New | ISHARES TRmortge rel etf | $7,261 | – | 320 | +100.0% | 0.00% | – |
| HYLS | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $5,140 | +2.8% | 132 | 0.0% | 0.00% | 0.0% | |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $9,721 | – | 218 | +100.0% | 0.00% | – |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $3,950 | -21.0% | 148 | -20.0% | 0.00% | 0.0% |
| KLAC | KLA CORP | $6,410 | +28.2% | 17 | 0.0% | 0.00% | 0.0% | |
| KMF | New | KAYNE ANDERSON NEXTGEN ENRGY | $5,257 | – | 700 | +100.0% | 0.00% | – |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $7,374 | +268.7% | 128 | +287.9% | 0.00% | – |
| KIM | Sell | KIMCO RLTY CORP | $9,319 | -28.3% | 440 | -35.2% | 0.00% | -50.0% |
| FXN | New | FIRST TR EXCHANGE TRADED FDenergy alphadx | $6,033 | – | 353 | +100.0% | 0.00% | – |
| KRG | KITE RLTY GROUP TR | $7,936 | +32.3% | 377 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $5,292 | +32.3% | 130 | 0.0% | 0.00% | 0.0% | |
| KR | KROGER CO | $8,782 | -2.4% | 197 | 0.0% | 0.00% | 0.0% | |
| LTC | LTC PPTYS INC | $6,395 | -8.6% | 180 | 0.0% | 0.00% | 0.0% | |
| LRCX | LAM RESEARCH CORP | $7,986 | +14.1% | 19 | 0.0% | 0.00% | 0.0% | |
| LAMR | LAMAR ADVERTISING CO NEWcl a | $6,514 | +8.6% | 69 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $6,791 | +13.2% | 76 | 0.0% | 0.00% | 0.0% | |
| LVHI | LEGG MASON ETF INVT TRint lw vty hgh | $11,216 | +2.0% | 439 | 0.0% | 0.00% | -50.0% | |
| FSLR | Buy | FIRST SOLAR INC | $5,392 | +34.8% | 36 | +20.0% | 0.00% | 0.0% |
| LULU | LULULEMON ATHLETICA INC | $6,728 | +12.1% | 21 | 0.0% | 0.00% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $6,706 | +11.8% | 200 | 0.0% | 0.00% | 0.0% | |
| FUTY | New | FIDELITY COVINGTON TRUSTmsci utils index | $7,566 | – | 166 | +100.0% | 0.00% | – |
| MAC | MACERICH CO | $4,737 | +57.9% | 421 | 0.0% | 0.00% | – | |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $8,789 | +9.9% | 93 | 0.0% | 0.00% | 0.0% | |
| MRO | Sell | MARATHON OIL CORP | $9,475 | -47.4% | 350 | -56.8% | 0.00% | -66.7% |
| MAR | MARRIOTT INTL INC NEWcl a | $8,933 | +11.7% | 60 | 0.0% | 0.00% | 0.0% | |
| MAS | MASCO CORP | $6,440 | +7.3% | 138 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $9,165 | +14.6% | 212 | 0.0% | 0.00% | 0.0% | |
| ROBO | Sell | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $5,235 | -12.8% | 113 | -26.1% | 0.00% | 0.0% |
| NHI | Sell | NATIONAL HEALTH INVS INC | $9,086 | -17.4% | 174 | -13.9% | 0.00% | -50.0% |
| NMFC | NEW MTN FIN CORP | $9,896 | +10.0% | 800 | 0.0% | 0.00% | 0.0% | |
| NEP | NEXTERA ENERGY PARTNERS LP | $10,514 | -4.4% | 150 | 0.0% | 0.00% | -50.0% | |
| FFTG | NORTHERN LTS FD TR IVfrmlaflio tact | $7,643 | +9.2% | 313 | 0.0% | 0.00% | 0.0% | |
| FFTI | NORTHERN LTS FD TR IVfrmlafolios tatl | $4,861 | -2.8% | 239 | 0.0% | 0.00% | 0.0% | |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $4,551 | +127.6% | 61 | +205.0% | 0.00% | – |
| ECL | ECOLAB INC | $4,512 | +12.8% | 31 | 0.0% | 0.00% | 0.0% | |
| NPV | Sell | NUVEEN VIRGINIA QLTY MUNCPL | $7,829 | -86.7% | 702 | -85.3% | 0.00% | -88.9% |
| ETV | EATON VANCE TAX-MANAGED BUY- | $8,289 | -7.9% | 675 | 0.0% | 0.00% | 0.0% | |
| NMZ | Sell | NUVEEN MUN HIGH INCOME OPPOR | $6,734 | -64.6% | 651 | -64.8% | 0.00% | -66.7% |
| ETY | EATON VANCE TAX-MANAGED DIVE | $7,602 | -5.0% | 700 | 0.0% | 0.00% | 0.0% | |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $5,074 | +1.5% | 451 | 0.0% | 0.00% | 0.0% | |
| EVV | Sell | EATON VANCE LTD DURATION INC | $9,014 | -57.1% | 960 | -57.5% | 0.00% | -66.7% |
| EVT | EATON VANCE TAX ADVT DIV INC | $6,133 | +2.2% | 269 | 0.0% | 0.00% | 0.0% | |
| EMN | EASTMAN CHEM CO | $10,587 | +17.6% | 130 | 0.0% | 0.00% | 0.0% | |
| OPI | OFFICE PPTYS INCOME TR | $9,866 | -1.3% | 739 | 0.0% | 0.00% | 0.0% | |
| SPDV | ETF SER SOLUTIONSaam s&p 500 | $8,394 | +19.9% | 288 | 0.0% | 0.00% | 0.0% | |
| DOV | Buy | DOVER CORP | $9,750 | +225.0% | 72 | +157.1% | 0.00% | – |
| OGN | Sell | ORGANON & CO | $10,591 | +17.7% | 379 | -1.8% | 0.00% | 0.0% |
| OXSQ | Buy | OXFORD SQUARE CAP CORP | $11,344 | +3.1% | 3,636 | +3.5% | 0.00% | -50.0% |
| DFS | DISCOVER FINL SVCS | $5,104 | +2.1% | 52 | 0.0% | 0.00% | 0.0% | |
| TECL | DIREXION SHS ETF TRdly tech bull 3x | $11,050 | +0.5% | 500 | 0.0% | 0.00% | -50.0% | |
| DELL | DELL TECHNOLOGIES INCcl c | $5,993 | +19.9% | 149 | 0.0% | 0.00% | 0.0% | |
| PNNT | PENNANTPARK INVT CORP | $8,913 | +11.4% | 1,550 | 0.0% | 0.00% | 0.0% | |
| BOND | PIMCO ETF TRactive bd etf | $4,072 | +1.8% | 45 | 0.0% | 0.00% | 0.0% | |
| PBI | PITNEY BOWES INC | $5,704 | +90.1% | 1,501 | 0.0% | 0.00% | – | |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $6,423 | -80.5% | 61 | -69.5% | 0.00% | -80.0% |
| PGR | PROGRESSIVE CORP | $5,578 | +11.6% | 43 | 0.0% | 0.00% | 0.0% | |
| CBRL | CRACKER BARREL OLD CTRY STOR | $6,253 | +4.2% | 66 | 0.0% | 0.00% | 0.0% | |
| SSO | New | PROSHARES TR | $7,557 | – | 170 | +100.0% | 0.00% | – |
| QLD | New | PROSHARES TR | $9,426 | – | 269 | +100.0% | 0.00% | – |
| GLW | Buy | CORNING INC | $10,540 | +75.7% | 330 | +65.0% | 0.00% | 0.0% |
| CLM | CORNERSTONE STRATEGIC VALUE | $9,765 | -11.2% | 1,325 | 0.0% | 0.00% | -50.0% | |
| DGX | QUEST DIAGNOSTICS INC | $10,169 | +27.1% | 65 | 0.0% | 0.00% | 0.0% | |
| QSR | RESTAURANT BRANDS INTL INC | $8,213 | +17.3% | 127 | 0.0% | 0.00% | 0.0% | |
| Buy | COM CL ARIVIAN AUTOMOTIVE INCnone | $4,442 | -36.5% | 241 | +14.2% | 0.00% | 0.0% | |
| RBLX | ROBLOX CORPcl a | $11,384 | -18.7% | 400 | 0.0% | 0.00% | -50.0% | |
| SPGI | Sell | S&P GLOBAL INC | $7,369 | +5.3% | 22 | -8.3% | 0.00% | 0.0% |
| UTF | COHEN & STEERS INFRASTRUCTUR | $6,112 | +1.9% | 255 | 0.0% | 0.00% | 0.0% | |
| RQI | COHEN & STEERS QUALITY INCOM | $7,418 | +6.0% | 645 | 0.0% | 0.00% | 0.0% | |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $7,218 | -76.7% | 219 | -78.4% | 0.00% | -80.0% |
| XAR | New | SPDR SER TRaerospace def | $6,713 | – | 61 | +100.0% | 0.00% | – |
| SPIP | Sell | SPDR SER TRportfli tips etf | $11,540 | -88.5% | 448 | -88.6% | 0.00% | -93.3% |
| KRE | SPDR SER TRs&p regl bkg | $11,748 | -2.1% | 200 | 0.0% | 0.00% | -50.0% | |
| SDY | SPDR SER TRs&p divid etf | $8,758 | +9.5% | 70 | 0.0% | 0.00% | 0.0% | |
| CLX | Buy | CLOROX CO DEL | $6,455 | +545.5% | 46 | +475.0% | 0.00% | – |
| CC | Sell | CHEMOURS CO | $9,676 | -12.0% | 316 | -29.8% | 0.00% | -50.0% |
| SBR | SABINE ROYALTY TRunit ben int | $4,273 | +6.8% | 50 | 0.0% | 0.00% | 0.0% | |
| SAP | SAP SEspon adr | $8,255 | +17.9% | 80 | 0.0% | 0.00% | 0.0% | |
| CASY | CASEYS GEN STORES INC | $4,038 | +1.0% | 18 | 0.0% | 0.00% | 0.0% | |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $10,788 | +169.7% | 435 | +127.7% | 0.00% | 0.0% |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $8,750 | – | 301 | +100.0% | 0.00% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $6,313 | – | 196 | +100.0% | 0.00% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $4,428 | – | 97 | +100.0% | 0.00% | – |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $8,796 | -2.3% | 456 | -9.2% | 0.00% | 0.0% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $8,348 | +19.3% | 85 | -5.6% | 0.00% | 0.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $9,831 | +883.1% | 79 | +1028.6% | 0.00% | – |
| CAH | Sell | CARDINAL HEALTH INC | $4,843 | -39.5% | 63 | -50.4% | 0.00% | 0.0% |
| SWKS | SKYWORKS SOLUTIONS INC | $4,648 | +16.2% | 51 | 0.0% | 0.00% | 0.0% | |
| CPB | CAMPBELL SOUP CO | $10,329 | +14.8% | 182 | 0.0% | 0.00% | 0.0% | |
| CHW | CALAMOS GBL DYN INCOME FUND | $5,162 | -14.0% | 925 | 0.0% | 0.00% | 0.0% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $9,862 | +9.6% | 550 | 0.0% | 0.00% | 0.0% | |
| CMS | Buy | CMS ENERGY CORP | $8,170 | +16.7% | 129 | +9.3% | 0.00% | 0.0% |
| STM | STMICROELECTRONICS N Vny registry | $6,082 | +21.6% | 171 | 0.0% | 0.00% | 0.0% | |
| BANX | STONECASTLE FINL CORP | $7,669 | -4.1% | 450 | 0.0% | 0.00% | 0.0% | |
| SYK | Buy | STRYKER CORPORATION | $10,024 | +234.1% | 41 | +173.3% | 0.00% | – |
| IGR | New | CBRE CLARION GLOBAL REAL EST | $9,179 | – | 1,602 | +100.0% | 0.00% | – |
| TPR | TAPESTRY INC | $4,988 | +24.7% | 131 | 0.0% | 0.00% | 0.0% | |
| TMHC | TAYLOR MORRISON HOME CORP | $4,735 | +18.4% | 156 | 0.0% | 0.00% | 0.0% | |
| THW | TEKLA WORLD HEALTHCARE FD | $7,325 | +22.1% | 500 | 0.0% | 0.00% | 0.0% | |
| TEI | TEMPLETON EMERGING MKTS INCO | $10,980 | +22.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| GIM | TEMPLETON GLOBAL INCOME FD | $4,330 | +8.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $9,881 | +97.6% | 254 | +93.9% | 0.00% | 0.0% |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $11,267 | – | 84 | +100.0% | 0.00% | – |
| TM | TOYOTA MOTOR CORP | $7,648 | +9.3% | 56 | 0.0% | 0.00% | 0.0% | |
| BCX | BLACKROCK RES & COMMODITIES | $4,108 | +2.7% | 412 | 0.0% | 0.00% | 0.0% | |
| BKCC | BLACKROCK CAP INVT CORP | $6,903 | +15.0% | 1,907 | 0.0% | 0.00% | 0.0% | |
| BGFV | BIG 5 SPORTING GOODS CORP | $4,415 | -11.7% | 500 | 0.0% | 0.00% | 0.0% | |
| BAX | BAXTER INTL INC | $6,575 | -6.1% | 129 | 0.0% | 0.00% | 0.0% | |
| SAN | New | BANCO SANTANDER S.A.adr | $6,384 | – | 2,164 | +100.0% | 0.00% | – |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $9,111 | +13.9% | 60 | 0.0% | 0.00% | 0.0% | |
| MGC | VANGUARD WORLD FDmega cap index | $6,620 | +10.3% | 50 | 0.0% | 0.00% | 0.0% | |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $10,631 | +6.3% | 123 | +0.8% | 0.00% | 0.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $9,075 | +126.9% | 181 | +123.5% | 0.00% | 0.0% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $5,791 | -3.5% | 30 | -9.1% | 0.00% | 0.0% |
| ATO | ATMOS ENERGY CORP | $6,164 | +2.7% | 55 | 0.0% | 0.00% | 0.0% | |
| VHT | VANGUARD WORLD FDShealth car etf | $9,922 | +10.2% | 40 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $9,285 | +16.1% | 100 | 0.0% | 0.00% | 0.0% | |
| APO | APOLLO GLOBAL MGMT INC | $8,931 | +27.6% | 140 | 0.0% | 0.00% | 0.0% | |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $8,526 | – | 142 | +3450.0% | 0.00% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $6,987 | – | 44 | +100.0% | 0.00% | – |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $6,975 | +597.5% | 38 | +533.3% | 0.00% | – |
| VHC | VIRNETX HLDG CORP | $10,530 | +17.0% | 8,100 | 0.0% | 0.00% | 0.0% | |
| AIO | VIRTUS ALLIANZGI ARTIFICIAL | $5,537 | +10.7% | 342 | 0.0% | 0.00% | 0.0% | |
| VMW | VMWARE INC | $8,593 | +22.8% | 70 | 0.0% | 0.00% | 0.0% | |
| VMC | VULCAN MATLS CO | $5,428 | +8.6% | 31 | 0.0% | 0.00% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $7,976 | +13.9% | 84 | 0.0% | 0.00% | 0.0% | |
| WAB | Sell | WABTEC | $9,687 | +21.1% | 97 | -5.8% | 0.00% | 0.0% |
| ALLY | Buy | ALLY FINL INC | $6,724 | +572.4% | 275 | +1347.4% | 0.00% | – |
| WELL | New | WELLTOWER INC | $11,471 | – | 175 | +100.0% | 0.00% | – |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $11,187 | +11.9% | 127 | 0.0% | 0.00% | 0.0% | |
| WSR | WHITESTONE REIT | $10,267 | +14.1% | 1,065 | 0.0% | 0.00% | 0.0% | |
| WTFC | WINTRUST FINL CORP | $4,596 | +14.9% | 54 | 0.0% | 0.00% | 0.0% | |
| DHS | New | WISDOMTREE TRus high dividend | $6,541 | – | 76 | +100.0% | 0.00% | – |
| DLN | WISDOMTREE TRus largecap divd | $6,567 | +9.4% | 106 | 0.0% | 0.00% | 0.0% | |
| WDAY | WORKDAY INCcl a | $11,044 | +10.4% | 66 | 0.0% | 0.00% | 0.0% | |
| XHR | Sell | XENIA HOTELS & RESORTS INC | $7,315 | -59.4% | 555 | -57.3% | 0.00% | -66.7% |
| ALB | ALBEMARLE CORP | $6,858 | -14.3% | 32 | 0.0% | 0.00% | 0.0% | |
| AUY | YAMANA GOLD INC | $4,440 | +11.0% | 800 | 0.0% | 0.00% | 0.0% | |
| ALK | ALASKA AIR GROUP INC | $5,668 | +13.4% | 132 | 0.0% | 0.00% | 0.0% | |
| A | AGILENT TECHNOLOGIES INC | $11,373 | +26.4% | 76 | 0.0% | 0.00% | 0.0% | |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $8,942 | -0.6% | 615 | 0.0% | 0.00% | 0.0% | |
| BG | BUNGE LIMITED | $5,687 | +13.7% | 57 | 0.0% | 0.00% | 0.0% | |
| BCI | Sell | ETFS TR | $5,162 | -92.1% | 234 | -90.6% | 0.00% | -88.9% |
| ARKF | ARK ETF TRfintech innova | $5,180 | -13.7% | 363 | 0.0% | 0.00% | 0.0% | |
| TGH | TEXTAINER GROUP HOLDINGS LTD | $10,543 | +17.1% | 340 | 0.0% | 0.00% | 0.0% | |
| VAL | VALARIS LIMITEDcl a | $4,666 | +55.5% | 69 | 0.0% | 0.00% | – | |
| CB | Sell | CHUBB LIMITED | $9,927 | +10.3% | 45 | -10.0% | 0.00% | 0.0% |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $5,163 | -35.5% | 127 | 0.0% | 0.00% | 0.0% | |
| UBS | UBS GROUP AG | $8,103 | +35.0% | 434 | 0.0% | 0.00% | 0.0% | |
| ARKW | ARK ETF TRnext gnrtn inter | $4,819 | -19.7% | 125 | 0.0% | 0.00% | 0.0% | |
| AMLP | ALPS ETF TRalerian mlp | $6,853 | -2.1% | 180 | 0.0% | 0.00% | 0.0% | |
| ING | New | ING GROEP N.V.sponsored adr | $6,815 | – | 560 | +100.0% | 0.00% | – |
| IR | Buy | INGERSOLL RAND INC | $7,158 | +615.8% | 137 | +621.1% | 0.00% | – |
| BNOV | INNOVATOR ETFS TRs&p 500 buffer | $6,551 | +9.2% | 220 | 0.0% | 0.00% | 0.0% | |
| PAUG | INNOVATOR ETFS TRs&p 500 pwr bu | $6,896 | -1.5% | 243 | 0.0% | 0.00% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC | $8,460 | +5.8% | 600 | 0.0% | 0.00% | 0.0% | |
| BALT | New | DEFINED WLT SHLDINNOVATOR ETFS TRnone | $10,273 | – | 386 | +100.0% | 0.00% | – |
| HRL | HORMEL FOODS CORP | $4,100 | +2.5% | 90 | 0.0% | 0.00% | 0.0% | |
| HIW | HIGHWOODS PPTYS INC | $8,814 | +10.2% | 315 | 0.0% | 0.00% | 0.0% | |
| ISRG | New | INTUITIVE SURGICAL INC | $7,430 | – | 28 | +100.0% | 0.00% | – |
| HFRO | HIGHLAND INCOME FD | $3,935 | -1.6% | 382 | 0.0% | 0.00% | 0.0% | |
| HSY | Buy | HERSHEY CO | $8,337 | +733.7% | 36 | +1100.0% | 0.00% | – |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $10,511 | +16.8% | 508 | 0.0% | 0.00% | 0.0% | |
| HP | HELMERICH & PAYNE INC | $10,737 | +34.2% | 217 | 0.0% | 0.00% | 0.0% | |
| PWV | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $5,647 | +12.9% | 120 | 0.0% | 0.00% | 0.0% | |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $11,694 | -70.0% | 183 | -73.2% | 0.00% | -83.3% |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -10 | -100.0% | 0.00% | – |
| TECK | Exit | TECK RESOURCES LTDcl b | $0 | – | -1 | -100.0% | 0.00% | – |
| STZ | CONSTELLATION BRANDS INCcl a | $2,318 | +15.9% | 10 | 0.0% | 0.00% | – | |
| QRVO | QORVO INC | $3,263 | +8.8% | 36 | 0.0% | 0.00% | – | |
| CYH | COMMUNITY HEALTH SYS INC NEW | $1,892 | +89.2% | 438 | 0.0% | 0.00% | – | |
| QUBT | COMQUANTUM COMPUTING INCnone | $60 | – | 40 | 0.0% | 0.00% | – | |
| DXJ | Sell | WISDOMTREE TRjapn hedge eqt | $3,600 | -48.6% | 56 | -52.1% | 0.00% | -100.0% |
| RMR | Sell | RMR GROUP INCcl a | $283 | – | 10 | -16.7% | 0.00% | – |
| EWU | New | ISHARES TRmsci uk etf new | $889 | – | 29 | +100.0% | 0.00% | – |
| LDP | Buy | COHEN & STEERS LTD DURATION | $2,144 | +7.2% | 113 | +2.7% | 0.00% | – |
| IEUR | ISHARES TRcore msci euro | $713 | -28.7% | 15 | 0.0% | 0.00% | – | |
| IXUS | ISHARES TRcore msci total | $1,679 | +67.9% | 29 | 0.0% | 0.00% | – | |
| RGA | REINSURANCE GRP OF AMERICA I | $1,137 | +13.7% | 8 | 0.0% | 0.00% | – | |
| RNST | RENASANT CORP | $2,030 | +1.5% | 54 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $263 | – | 16 | 0.0% | 0.00% | – | |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -3 | -100.0% | 0.00% | – |
| QUAL | ISHARES TRmsci usa qlt fct | $2,849 | -5.0% | 25 | 0.0% | 0.00% | – | |
| RAD | RITE AID CORP | $334 | – | 100 | 0.0% | 0.00% | – | |
| SLVP | ISHARES INCmsci glb slv&mtl | $1,351 | +35.1% | 129 | 0.0% | 0.00% | – | |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -3 | -100.0% | 0.00% | – |
| ROKU | Buy | ROKU INC | $326 | – | 8 | +166.7% | 0.00% | – |
| ROP | ROPER TECHNOLOGIES INC | $432 | – | 1 | 0.0% | 0.00% | – | |
| RGT | ROYCE GLOBAL VALUE TR INC | $192 | – | 22 | 0.0% | 0.00% | – | |
| FLS | FLOWSERVE CORP | $337 | – | 11 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $1,786 | -40.5% | 1,175 | 0.0% | 0.00% | – | |
| DEM | Exit | WISDOMTREE TRemer mkt high fd | $0 | – | -33 | -100.0% | 0.00% | – |
| WYNN | WYNN RESORTS LTD | $742 | -25.8% | 9 | 0.0% | 0.00% | – | |
| XEL | XCEL ENERGY INC | $3,015 | +0.5% | 43 | 0.0% | 0.00% | – | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $1,391 | +39.1% | 34 | 0.0% | 0.00% | – | |
| ELD | Exit | WISDOMTREE TRem lcl debt fd | $0 | – | -24 | -100.0% | 0.00% | – |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $743 | -25.7% | 13 | 0.0% | 0.00% | – | |
| CGNX | COGNEX CORP | $94 | – | 2 | 0.0% | 0.00% | – | |
| CDE | COEUR MNG INC | $2,029 | +1.4% | 604 | 0.0% | 0.00% | – | |
| HDV | Sell | ISHARES TRcore high dv etf | $3,544 | -11.4% | 34 | -12.8% | 0.00% | -100.0% |
| KEY | KEYCORP | $2,613 | +30.6% | 150 | 0.0% | 0.00% | – | |
| PNW | PINNACLE WEST CAP CORP | $1,673 | +67.3% | 22 | 0.0% | 0.00% | – | |
| PINS | PINTEREST INCcl a | $3,059 | +2.0% | 126 | 0.0% | 0.00% | – | |
| FDT | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $1,527 | +52.7% | 32 | 0.0% | 0.00% | – | |
| ALX | Sell | ALEXANDERS INC | $1,540 | -69.2% | 7 | -68.2% | 0.00% | -100.0% |
| PLUG | PLUG POWER INC | $1,188 | -40.6% | 96 | 0.0% | 0.00% | – | |
| CUBE | CUBESMART | $2,053 | +2.6% | 51 | 0.0% | 0.00% | – | |
| POR | PORTLAND GEN ELEC CO | $343 | – | 7 | 0.0% | 0.00% | – | |
| DTIL | PRECISION BIOSCIENCES INC | $973 | -2.7% | 818 | 0.0% | 0.00% | – | |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -16 | -100.0% | 0.00% | – |
| KAR | Sell | KAR AUCTION SVCS INC | $3,432 | +14.4% | 263 | -12.9% | 0.00% | – |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $3,293 | -45.1% | 24 | -38.5% | 0.00% | -100.0% |
| ZEN | Exit | ZENDESK INC | $0 | – | -32 | -100.0% | 0.00% | – |
| CRON | CRONOS GROUP INC | $508 | -49.2% | 200 | 0.0% | 0.00% | – | |
| AA | ALCOA CORP | $3,001 | +50.0% | 66 | 0.0% | 0.00% | – | |
| PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -2 | -100.0% | 0.00% | – |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $245 | -75.5% | 5 | -77.3% | 0.00% | – |
| DTD | Sell | WISDOMTREE TRus total dividnd | $3,639 | -54.5% | 60 | -61.3% | 0.00% | -100.0% |
| ABMD | Exit | ABIOMED INC | $0 | – | -1 | -100.0% | 0.00% | – |
| JBGS | JBG SMITH PPTYS | $512 | -48.8% | 27 | 0.0% | 0.00% | – | |
| FTNT | FORTINET INC | $2,445 | +22.2% | 50 | 0.0% | 0.00% | – | |
| FCPT | FOUR CORNERS PPTY TR INC | $2,697 | -10.1% | 104 | 0.0% | 0.00% | – | |
| IPG | INTERPUBLIC GROUP COS INC | $2,865 | +43.2% | 86 | 0.0% | 0.00% | – | |
| XPEV | New | XPENG INCads | $497 | – | 50 | +100.0% | 0.00% | – |
| HES | Buy | HESS CORP | $3,687 | +268.7% | 26 | +188.9% | 0.00% | – |
| FOXA | FOX CORP | $121 | – | 4 | 0.0% | 0.00% | – | |
| SPTM | SPDR SER TRportfoli s&p1500 | $2,365 | +18.2% | 50 | 0.0% | 0.00% | – | |
| GLO | CLOUGH GLOBAL OPPORTUNITIESsh ben int | $542 | -45.8% | 107 | 0.0% | 0.00% | – | |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $663 | -66.8% | 2 | -71.4% | 0.00% | – |
| CINF | CINCINNATI FINL CORP | $2,560 | +28.0% | 25 | 0.0% | 0.00% | – | |
| CHK | CHESAPEAKE ENERGY CORP | $1,699 | -15.0% | 18 | 0.0% | 0.00% | – | |
| ALRM | ALARM COM HLDGS INC | $247 | – | 5 | 0.0% | 0.00% | – | |
| FSP | FRANKLIN STR PPTYS CORP | $1,174 | +17.4% | 430 | 0.0% | 0.00% | – | |
| ABNB | Buy | AIRBNB INC | $2,052 | – | 24 | +500.0% | 0.00% | – |
| FCEL | FUELCELL ENERGY INC | $1,390 | -30.5% | 500 | 0.0% | 0.00% | – | |
| CLDT | CHATHAM LODGING TR | $1,939 | -3.0% | 158 | 0.0% | 0.00% | – | |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $1,885 | +88.5% | 10 | +150.0% | 0.00% | – |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $2,305 | +15.2% | 635 | 0.0% | 0.00% | – | |
| CNP | CENTERPOINT ENERGY INC | $3,809 | -4.8% | 127 | 0.0% | 0.00% | -100.0% | |
| GPS | GAP INC | $1,331 | +33.1% | 118 | 0.0% | 0.00% | – | |
| CNC | CENTENE CORP DEL | $1,476 | +47.6% | 18 | 0.0% | 0.00% | – | |
| CE | CELANESE CORP DEL | $511 | – | 5 | 0.0% | 0.00% | – | |
| DVYE | ISHARES INCem mkts div etf | $2,002 | +0.1% | 83 | 0.0% | 0.00% | – | |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $3,432 | – | 145 | +100.0% | 0.00% | – |
| ZYNE | ZYNERBA PHARMACEUTICALS INC | $186 | – | 350 | 0.0% | 0.00% | – | |
| DOX | AMDOCS LTD | $273 | – | 3 | 0.0% | 0.00% | – | |
| USRT | New | ISHARES TRcre u s reit etf | $1,038 | – | 21 | +100.0% | 0.00% | – |
| GNW | GENWORTH FINL INC | $1,164 | +16.4% | 220 | 0.0% | 0.00% | – | |
| CVNA | CARVANA COcl a | $19 | – | 4 | 0.0% | 0.00% | – | |
| AAP | New | ADVANCE AUTO PARTS INC | $1,029 | – | 7 | +100.0% | 0.00% | – |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $971 | -51.4% | 297 | 0.0% | 0.00% | – | |
| SPMO | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $1,533 | +53.3% | 27 | 0.0% | 0.00% | – | |
| IDV | ISHARES TRintl sel div etf | $407 | – | 15 | 0.0% | 0.00% | – | |
| KMX | CARMAX INC | $852 | -14.8% | 14 | 0.0% | 0.00% | – | |
| GERN | GERON CORP | $2,258 | +12.9% | 933 | 0.0% | 0.00% | – | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $3,596 | +19.9% | 74 | 0.0% | 0.00% | – | |
| IMCV | ISHARES TRmrgstr md cp val | $3,351 | +11.7% | 54 | 0.0% | 0.00% | – | |
| SCZ | Sell | ISHARES TReafe sml cp etf | $3,502 | -12.4% | 62 | -22.5% | 0.00% | -100.0% |
| ACWX | ISHARES TRmsci acwi ex us | $592 | -40.8% | 13 | 0.0% | 0.00% | – | |
| HPF | HANCOCK JOHN PFD INCOME FD I | $3,136 | +4.5% | 200 | 0.0% | 0.00% | – | |
| G | GENPACT LIMITED | $926 | -7.4% | 20 | 0.0% | 0.00% | – | |
| XLC | Sell | SELECT SECTOR SPDR TR | $1,344 | -32.8% | 28 | -17.6% | 0.00% | – |
| IVZ | Sell | INVESCO LTD | $1,889 | -73.0% | 105 | -79.2% | 0.00% | -100.0% |
| IJT | ISHARES TRs&p sml 600 gwt | $2,594 | +29.7% | 24 | 0.0% | 0.00% | – | |
| CARA | CARA THERAPEUTICS INC | $1,074 | +7.4% | 100 | 0.0% | 0.00% | – | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $3,123 | +4.1% | 33 | -17.5% | 0.00% | – |
| NOW | Buy | SERVICENOW INC | $3,883 | +29.4% | 10 | +42.9% | 0.00% | – |
| GOOD | GLADSTONE COMMERCIAL CORP | $1,203 | +20.3% | 65 | 0.0% | 0.00% | – | |
| SFT | SHIFT TECHNOLOGIES INCcl a | $15 | – | 100 | 0.0% | 0.00% | – | |
| SHOP | SHOPIFY INCcl a | $3,124 | +56.2% | 90 | 0.0% | 0.00% | – | |
| SVM | SILVERCORP METALS INC | $888 | -11.2% | 300 | 0.0% | 0.00% | – | |
| IWM | ISHARES TRrussell 2000 etf | $1,057 | +5.7% | 6 | 0.0% | 0.00% | – | |
| SIRI | SIRIUS XM HOLDINGS INC | $1,588 | -20.6% | 272 | 0.0% | 0.00% | – | |
| SITC | SITE CTRS CORP | $1,175 | +17.5% | 86 | 0.0% | 0.00% | – | |
| CGC | Buy | CANOPY GROWTH CORP | $2,592 | +29.6% | 1,122 | +23.0% | 0.00% | – |
| JCI | JOHNSON CTLS INTL PLC | $2,048 | +2.4% | 32 | 0.0% | 0.00% | – | |
| SJM | SMUCKER J M CO | $792 | -20.8% | 5 | 0.0% | 0.00% | – | |
| SNAP | Buy | SNAP INCcl a | $2,819 | – | 315 | +2000.0% | 0.00% | – |
| SNOW | SNOWFLAKE INCcl a | $861 | -13.9% | 6 | 0.0% | 0.00% | – | |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $1,148 | +14.8% | 57 | 0.0% | 0.00% | – | |
| SYLD | New | CAMBRIA ETF TR | $3,203 | – | 54 | +100.0% | 0.00% | – |
| SCCO | SOUTHERN COPPER CORP | $1,208 | +20.8% | 20 | 0.0% | 0.00% | – | |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $448 | – | 11 | +100.0% | 0.00% | – |
| SWN | SOUTHWESTERN ENERGY CO | $1,328 | +32.8% | 227 | 0.0% | 0.00% | – | |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,767 | -11.6% | 11 | 0.0% | 0.00% | – | |
| SPLK | SPLUNK INC | $1,550 | +55.0% | 18 | 0.0% | 0.00% | – | |
| MAXR | Exit | MAXAR TECHNOLOGIES INC | $0 | – | -49 | -100.0% | 0.00% | – |
| NAT | NORDIC AMERICAN TANKERS LIMI | $410 | – | 134 | 0.0% | 0.00% | – | |
| IWD | Sell | ISHARES TRrus 1000 val etf | $1,668 | -16.6% | 11 | -8.3% | 0.00% | – |
| HYD | Exit | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | -6 | -100.0% | 0.00% | – |
| SWK | STANLEY BLACK & DECKER INC | $300 | – | 4 | 0.0% | 0.00% | – | |
| IOO | ISHARES TRglobal 100 etf | $2,178 | +8.9% | 34 | 0.0% | 0.00% | – | |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -94 | -100.0% | 0.00% | – |
| PDN | New | INVESCO EXCH TRADED FD TR IIftse rafi sml | $3,762 | – | 127 | +100.0% | 0.00% | – |
| TT | TRANE TECHNOLOGIES PLC | $3,866 | +28.9% | 23 | 0.0% | 0.00% | – | |
| NRZ | Exit | NEW RESIDENTIAL INVT CORP | $0 | – | -250 | -100.0% | 0.00% | – |
| CME | Sell | CME GROUP INC | $1,513 | -93.4% | 9 | -93.0% | 0.00% | -100.0% |
| SNPS | SYNOPSYS INC | $1,277 | +27.7% | 4 | 0.0% | 0.00% | – | |
| CF | CF INDS HLDGS INC | $3,067 | +2.2% | 36 | 0.0% | 0.00% | – | |
| CDW | CDW CORP | $1,607 | +60.7% | 9 | 0.0% | 0.00% | – | |
| IBB | Sell | ISHARES TRnasdaq biotech | $3,151 | -60.6% | 24 | -63.1% | 0.00% | -100.0% |
| CBRE | CBRE GROUP INCcl a | $2,540 | +27.0% | 33 | 0.0% | 0.00% | – | |
| AB | Exit | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $0 | – | -18 | -100.0% | 0.00% | – |
| HUM | New | HUMANA INC | $1,024 | – | 2 | +100.0% | 0.00% | – |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,874 | -6.3% | 18 | 0.0% | 0.00% | – | |
| HTHT | HUAZHU GROUP LTDsponsored ads | $848 | -15.2% | 20 | 0.0% | 0.00% | – | |
| CBOE | CBOE GLOBAL MKTS INC | $1,255 | +25.5% | 10 | 0.0% | 0.00% | – | |
| GRMN | GARMIN LTD | $3,138 | +4.6% | 34 | 0.0% | 0.00% | – | |
| TRP | TC ENERGY CORP | $797 | -20.3% | 20 | 0.0% | 0.00% | – | |
| HRZN | HORIZON TECHNOLOGY FIN CORP | $580 | -42.0% | 50 | 0.0% | 0.00% | – | |
| LOGI | LOGITECH INTL S A | $311 | – | 5 | 0.0% | 0.00% | – | |
| TEL | TE CONNECTIVITY LTD | $1,378 | +37.8% | 12 | 0.0% | 0.00% | – | |
| TDC | TERADATA CORP DEL | $1,212 | +21.2% | 36 | 0.0% | 0.00% | – | |
| TER | TERADYNE INC | $3,494 | +16.5% | 40 | 0.0% | 0.00% | – | |
| BURL | BURLINGTON STORES INC | $203 | – | 1 | 0.0% | 0.00% | – | |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $693 | – | 76 | +100.0% | 0.00% | – |
| RIG | TRANSOCEAN LTD | $155 | – | 34 | 0.0% | 0.00% | – | |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,263 | +26.3% | 16 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $103 | – | 2 | 0.0% | 0.00% | – | |
| BOX | BOX INCcl a | $1,245 | +24.5% | 40 | 0.0% | 0.00% | – | |
| BSX | BOSTON SCIENTIFIC CORP | $509 | – | 11 | 0.0% | 0.00% | – | |
| BWA | BORGWARNER INC | $242 | – | 6 | 0.0% | 0.00% | – | |
| TOL | TOLL BROTHERS INC | $1,448 | +44.8% | 29 | 0.0% | 0.00% | – | |
| TR | TOOTSIE ROLL INDS INC | $298 | – | 7 | 0.0% | 0.00% | – | |
| TD | Sell | TORONTO DOMINION BK ONT | $3,756 | -76.5% | 58 | -77.5% | 0.00% | -100.0% |
| SSYS | STRATASYS LTD | $534 | -46.6% | 45 | 0.0% | 0.00% | – | |
| SLYG | Exit | SPDR SER TRs&p 600 smcp grw | $0 | – | -42 | -100.0% | 0.00% | – |
| TY | TRI CONTL CORP | $2,186 | +9.3% | 85 | 0.0% | 0.00% | – | |
| TCPC | BLACKROCK TCP CAPITAL CORP | $3,507 | +16.9% | 271 | 0.0% | 0.00% | – | |
| BXMT | BLACKSTONE MTG TR INC | $508 | -49.2% | 24 | 0.0% | 0.00% | – | |
| TUP | TUPPERWARE BRANDS CORP | $33 | – | 8 | 0.0% | 0.00% | – | |
| TKC | TURKCELL ILETISIM HIZMETLERIspon adr new | $479 | – | 100 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INCcl a | $872 | -12.8% | 14 | 0.0% | 0.00% | – | |
| UGI | UGI CORP NEW | $2,966 | -1.1% | 80 | 0.0% | 0.00% | – | |
| RACE | FERRARI N V | $428 | – | 2 | 0.0% | 0.00% | – | |
| IJH | ISHARES TRcore s&p mcp etf | $2,177 | +8.8% | 9 | 0.0% | 0.00% | – | |
| IYZ | Exit | ISHARES TR | $0 | – | -6 | -100.0% | 0.00% | – |
| QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $525 | -47.5% | 33 | -10.8% | 0.00% | – |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $2,621 | +31.0% | 25 | 0.0% | 0.00% | – | |
| BTZ | BLACKROCK CR ALLOCATION INCO | $2,262 | +13.1% | 224 | 0.0% | 0.00% | – | |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $505 | – | 30 | 0.0% | 0.00% | – | |
| URI | UNITED RENTALS INC | $1,066 | +6.6% | 3 | 0.0% | 0.00% | – | |
| X | UNITED STATES STL CORP NEW | $1,503 | +50.3% | 60 | 0.0% | 0.00% | – | |
| NXPI | NXP SEMICONDUCTORS N V | $1,422 | +42.2% | 9 | 0.0% | 0.00% | – | |
| VFC | Sell | V F CORP | $3,484 | -12.9% | 126 | -4.5% | 0.00% | -100.0% |
| VEON | VEON LTDsponsored adr | $490 | – | 1,000 | 0.0% | 0.00% | – | |
| MTN | VAIL RESORTS INC | $2,145 | +7.2% | 9 | 0.0% | 0.00% | – | |
| VALE | VALE S Asponsored ads | $1,850 | +85.0% | 109 | 0.0% | 0.00% | – | |
| BYND | BEYOND MEAT INC | $1,206 | +20.6% | 98 | 0.0% | 0.00% | – | |
| IGE | ISHARES TRnorth amern nat | $203 | – | 5 | 0.0% | 0.00% | – | |
| IQV | IQVIA HLDGS INC | $2,049 | +2.4% | 10 | 0.0% | 0.00% | – | |
| GOLD | BARRICK GOLD CORP | $618 | -38.2% | 36 | 0.0% | 0.00% | – | |
| BZUN | BAOZUN INCsponsored adr | $387 | – | 73 | 0.0% | 0.00% | – | |
| KNOP | KNOT OFFSHORE PARTNERS LP | $2,776 | -30.6% | 288 | 0.0% | 0.00% | -100.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $468 | – | 8 | 0.0% | 0.00% | – | |
| UA | Exit | UNDER ARMOUR INCcl c | $0 | – | -94 | -100.0% | 0.00% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -27 | -100.0% | 0.00% | – |
| AL | Exit | AIR LEASE CORPcl a | $0 | – | -52 | -100.0% | 0.00% | – |
| VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $1,401 | +40.1% | 10 | 0.0% | 0.00% | – | |
| Exit | RIGHT 10/13/2022BLACKROCK CORPOR HI YLD FD Inone | $0 | – | -1,701 | -100.0% | 0.00% | – | |
| BBVA | New | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $3,257 | – | 542 | +100.0% | 0.00% | – |
| BIDU | BAIDU INCspon adr rep a | $458 | – | 4 | 0.0% | 0.00% | – | |
| BCE | Buy | BCE INC | $3,516 | +251.6% | 80 | +166.7% | 0.00% | – |
| AVNS | AVANOS MED INC | $1,921 | -4.0% | 71 | 0.0% | 0.00% | – | |
| AVCO | AVALON GLOBOCARE CORP | $52 | – | 100 | 0.0% | 0.00% | – | |
| ACB | Buy | AURORA CANNABIS INC | $966 | – | 1,047 | +2127.7% | 0.00% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $1,984 | – | 48 | +100.0% | 0.00% | – |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,365 | – | 23 | +475.0% | 0.00% | – |
| CTXS | Exit | CITRIX SYS INC | $0 | – | -7 | -100.0% | 0.00% | – |
| VCR | VANGUARD WORLD FDSconsum dis etf | $1,533 | -23.4% | 7 | 0.0% | 0.00% | – | |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -6 | -100.0% | 0.00% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -1 | -100.0% | 0.00% | – |
| GWW | New | GRAINGER W W INC | $556 | – | 1 | +100.0% | 0.00% | – |
| VOX | New | VANGUARD WORLD FDS | $740 | – | 9 | +100.0% | 0.00% | – |
| AJX | GREAT AJAX CORP | $1,211 | +21.1% | 167 | 0.0% | 0.00% | – | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,406 | +20.3% | 32 | 0.0% | 0.00% | – | |
| AINC | ASHFORD INC | $28 | – | 2 | 0.0% | 0.00% | – | |
| AHT | ASHFORD HOSPITALITY TR INC | $76 | – | 17 | 0.0% | 0.00% | – | |
| TRVN | Exit | TREVENA INC | $0 | – | -500 | -100.0% | 0.00% | – |
| MT | ARCELORMITTAL SA LUXEMBOURGny registry sh | $1,127 | +12.7% | 43 | 0.0% | 0.00% | – | |
| DLS | Exit | WISDOMTREE TRintl smcap div | $0 | – | -12 | -100.0% | 0.00% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -40 | -100.0% | 0.00% | – |
| ARI | APOLLO COML REAL EST FIN INC | $2,152 | +7.6% | 200 | 0.0% | 0.00% | – | |
| GDOT | GREEN DOT CORPcl a | $63 | – | 4 | 0.0% | 0.00% | – | |
| IYC | Exit | ISHARES TRu.s. cnsm sv etf | $0 | – | -5 | -100.0% | 0.00% | – |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $1,805 | -9.8% | 9 | 0.0% | 0.00% | – | |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -1 | -100.0% | 0.00% | – |
| EWG | New | ISHARES INCmsci germany etf | $1,237 | – | 50 | +100.0% | 0.00% | – |
| DGS | Exit | WISDOMTREE TRemg mkts smcap | $0 | – | -17 | -100.0% | 0.00% | – |
| ADI | Sell | ANALOG DEVICES INC | $1,312 | -34.4% | 8 | -46.7% | 0.00% | – |
| ON | Exit | ON SEMICONDUCTOR CORP | $0 | – | -1 | -100.0% | 0.00% | – |
| DIVO | New | AMPLIFY ETF TRcwp enhanced div | $3,227 | – | 90 | +100.0% | 0.00% | – |
| MGA | MAGNA INTL INC | $1,629 | +62.9% | 29 | 0.0% | 0.00% | – | |
| APH | AMPHENOL CORP NEWcl a | $381 | – | 5 | 0.0% | 0.00% | – | |
| MFC | MANULIFE FINL CORP | $2,676 | +33.8% | 150 | 0.0% | 0.00% | – | |
| VRSK | VERISK ANALYTICS INC | $176 | – | 1 | 0.0% | 0.00% | – | |
| FENY | FIDELITY COVINGTON TRUSTmsci energy idx | $429 | – | 18 | 0.0% | 0.00% | – | |
| FSTA | FIDELITY COVINGTON TRUSTconsmr staples | $2,644 | +32.2% | 59 | 0.0% | 0.00% | – | |
| COLD | AMERICOLD RLTY TR | $566 | – | 20 | 0.0% | 0.00% | – | |
| GBAB | GUGGENHEIM TAXABLE MUNICP BO | $654 | -34.6% | 40 | 0.0% | 0.00% | – | |
| ONEQ | FIDELITY COMWLTH TR | $2,868 | -4.4% | 70 | 0.0% | 0.00% | – | |
| MAT | MATTEL INC | $2,319 | +16.0% | 130 | 0.0% | 0.00% | – | |
| FFIV | F5 NETWORKS INC | $431 | – | 3 | 0.0% | 0.00% | – | |
| FDX | FEDEX CORP | $1,212 | +21.2% | 7 | 0.0% | 0.00% | – | |
| FRT | Sell | FEDERAL RLTY INVT TRsh ben int new | $2,021 | -59.6% | 20 | -60.0% | 0.00% | -100.0% |
| FDS | Sell | FACTSET RESH SYS INC | $802 | -59.9% | 2 | -60.0% | 0.00% | – |
| FDVV | FIDELITY COVINGTON TRUSThigh divid etf | $1,654 | +65.4% | 44 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTL PLCspon adr new | $246 | – | 39 | 0.0% | 0.00% | – | ||
| EXR | EXTRA SPACE STORAGE INC | $1,472 | -26.4% | 10 | 0.0% | 0.00% | – | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $281 | – | 4 | 0.0% | 0.00% | – | |
| EXPI | EXP WORLD HLDGS INC | $2,770 | -7.7% | 250 | 0.0% | 0.00% | – | |
| MAA | MID-AMER APT CMNTYS INC | $2,669 | -11.0% | 17 | 0.0% | 0.00% | – | |
| HIE | MILLER HOWARD HIGH INC EQTY | $1,463 | +46.3% | 140 | 0.0% | 0.00% | – | |
| EXPE | EXPEDIA GROUP INC | $175 | – | 2 | 0.0% | 0.00% | – | |
| MC | MOELIS & COcl a | $1,688 | +68.8% | 44 | 0.0% | 0.00% | – | |
| EXEL | EXELIXIS INC | $16 | – | 1 | 0.0% | 0.00% | – | |
| AWR | AMER STATES WTR CO | $1,851 | -7.4% | 20 | 0.0% | 0.00% | – | |
| MPWR | MONOLITHIC PWR SYS INC | $707 | -29.3% | 2 | 0.0% | 0.00% | – | |
| MNST | MONSTER BEVERAGE CORP NEW | $914 | -8.6% | 9 | 0.0% | 0.00% | – | |
| HYLD | Buy | EXCHANGE LISTED FDS TRhigh yield etf | $616 | -38.4% | 24 | +4.3% | 0.00% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -27 | -100.0% | 0.00% | – |
| MOS | MOSAIC CO NEW | $1,755 | -12.2% | 40 | 0.0% | 0.00% | – | |
| MYGN | MYRIAD GENETICS INC | $1,770 | -11.5% | 122 | 0.0% | 0.00% | – | |
| NCR | NCR CORP NEW | $843 | -15.7% | 36 | 0.0% | 0.00% | – | |
| NIO | NIO INCspon ads | $2,925 | -41.5% | 300 | 0.0% | 0.00% | -100.0% | |
| NRG | NRG ENERGY INC | $3,373 | -15.7% | 106 | 0.0% | 0.00% | -100.0% | |
| FNF | FIDELITY NATIONAL FINANCIAL | $376 | – | 10 | 0.0% | 0.00% | – | |
| AFG | AMERICAN FINL GROUP INC OHIO | $2,746 | +37.3% | 20 | 0.0% | 0.00% | – | |
| NNN | NATIONAL RETAIL PROPERTIES I | $2,288 | +14.4% | 50 | 0.0% | 0.00% | – | |
| NAVB | NAVIDEA BIOPHARMACEUTICALS I | $126 | – | 599 | 0.0% | 0.00% | – | |
| NAVI | NAVIENT CORPORATION | $1,398 | +39.8% | 85 | 0.0% | 0.00% | – | |
| NEO | NEOGENOMICS INC | $1,848 | -7.6% | 200 | 0.0% | 0.00% | – | |
| ETSY | ETSY INC | $2,995 | -0.2% | 25 | 0.0% | 0.00% | – | |
| LL | LUMBER LIQUIDATORS HLDGS INC | $1,124 | +12.4% | 200 | 0.0% | 0.00% | – | |
| NML | NEUBERGER BERMAN MLP & ENERG | $326 | – | 49 | 0.0% | 0.00% | – | |
| NYC | NEW YORK CITY REIT INC | $552 | -44.8% | 312 | 0.0% | 0.00% | – | |
| EQR | EQUITY RESIDENTIALsh ben int | $2,419 | -19.4% | 41 | 0.0% | 0.00% | – | |
| NYMT | NEW YORK MTG TR INC | $2,560 | +28.0% | 1,000 | 0.0% | 0.00% | – | |
| EQC | EQUITY COMWLTH | $2,797 | -6.8% | 112 | 0.0% | 0.00% | – | |
| NEM | NEWMONT CORP | $425 | – | 9 | 0.0% | 0.00% | – | |
| NEWT | NEWTEK BUSINESS SVCS CORP | $520 | -48.0% | 32 | 0.0% | 0.00% | – | |
| EQIX | EQUINIX INC | $1,310 | +31.0% | 2 | 0.0% | 0.00% | – | |
| EFX | EQUIFAX INC | $194 | – | 1 | 0.0% | 0.00% | – | |
| EA | Sell | ELECTRONIC ARTS INC | $2,688 | -61.6% | 22 | -61.4% | 0.00% | -100.0% |
| FRME | FIRST MERCHANTS CORP | $3,659 | +22.0% | 89 | 0.0% | 0.00% | – | |
| EIGR | EIGER BIOPHARMACEUTICALS INC | $472 | -84.3% | 400 | 0.0% | 0.00% | – | |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $1,933 | -51.7% | 191 | -47.7% | 0.00% | -100.0% |
| VNT | VONTIER CORPORATION | $2,436 | +21.8% | 126 | 0.0% | 0.00% | – | |
| VNO | VORNADO RLTY TRsh ben int | $3,434 | -14.2% | 165 | 0.0% | 0.00% | -100.0% | |
| EDIT | EDITAS MEDICINE INC | $1,384 | -30.8% | 156 | 0.0% | 0.00% | – | |
| NVAX | NOVAVAX INC | $514 | -48.6% | 50 | 0.0% | 0.00% | – | |
| NOVT | NOVANTA INC | $679 | -32.1% | 5 | 0.0% | 0.00% | – | |
| NVO | NOVO-NORDISK A Sadr | $1,218 | +21.8% | 9 | 0.0% | 0.00% | – | |
| UDOW | Exit | PROSHARES TRultrpro dow30 | $0 | – | -10 | -100.0% | 0.00% | – |
| WPP | WPP PLC NEWadr | $393 | – | 8 | 0.0% | 0.00% | – | |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $2,328 | +16.4% | 183 | +0.5% | 0.00% | – |
| LAC | LITHIUM AMERS CORP NEW | $948 | -5.2% | 50 | 0.0% | 0.00% | – | |
| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -11 | -100.0% | 0.00% | – |
| AMRN | AMARIN CORP PLCspons adr new | $847 | -15.3% | 700 | 0.0% | 0.00% | – | |
| OGE | OGE ENERGY CORP | $1,542 | +54.2% | 39 | 0.0% | 0.00% | – | |
| ALL | ALLSTATE CORP | $1,763 | -11.8% | 13 | 0.0% | 0.00% | – | |
| WB | WEIBO CORPsponsored adr | $38 | – | 2 | 0.0% | 0.00% | – | |
| OXYWS | Sell | OCCIDENTAL PETE CORP*w exp 08/03/202 | $289 | -71.1% | 7 | -69.6% | 0.00% | – |
| LNT | ALLIANT ENERGY CORP | $1,270 | +27.0% | 23 | 0.0% | 0.00% | – | |
| OKTA | OKTA INCcl a | $2,050 | +2.5% | 30 | 0.0% | 0.00% | – | |
| EWZ | Sell | ISHARES INCmsci brazil etf | $811 | -79.7% | 29 | -76.8% | 0.00% | -100.0% |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $1,949 | -2.6% | 26 | 0.0% | 0.00% | – | |
| EQT | EQT CORP | $1,725 | -13.8% | 51 | 0.0% | 0.00% | – | |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -2 | -100.0% | 0.00% | – |
| LEG | LEGGETT & PLATT INC | $1,064 | +6.4% | 33 | 0.0% | 0.00% | – | |
| WSBC | WESBANCO INC | $1,960 | -2.0% | 53 | 0.0% | 0.00% | – | |
| OSK | OSHKOSH CORP | $353 | – | 4 | 0.0% | 0.00% | – | |
| OR | OSISKO GOLD ROYALTIES LTD | $2,414 | +20.7% | 200 | 0.0% | 0.00% | – | |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -5 | -100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $2,217 | – | 40 | +100.0% | 0.00% | – |
| OC | OWENS CORNING NEW | $512 | – | 6 | 0.0% | 0.00% | – | |
| DHC | Buy | DIVERSIFIED HEALTHCARE TR | $160 | – | 248 | +1.2% | 0.00% | – |
| WABC | WESTAMERICA BANCORPORATION | $472 | – | 8 | 0.0% | 0.00% | – | |
| ALGN | ALIGN TECHNOLOGY INC | $844 | -15.6% | 4 | 0.0% | 0.00% | – | |
| PJT | PJT PARTNERS INC | $221 | – | 3 | 0.0% | 0.00% | – | |
| JNUG | DIREXION SHS ETF TRdaily jr gld min | $723 | -27.7% | 20 | 0.0% | 0.00% | – | |
| WU | WESTERN UN CO | $1,019 | +1.9% | 74 | 0.0% | 0.00% | – | |
| PPL | PPL CORP | $3,127 | +4.2% | 107 | 0.0% | 0.00% | – | |
| PVH | PVH CORPORATION | $424 | – | 6 | 0.0% | 0.00% | – | |
| PTC | PTC INC | $2,521 | +26.0% | 21 | 0.0% | 0.00% | – | |
| APPS | DIGITAL TURBINE INC | $15 | – | 1 | 0.0% | 0.00% | – | |
| LVS | LAS VEGAS SANDS CORP | $240 | – | 5 | 0.0% | 0.00% | – | |
| LPLA | LPL FINL HLDGS INC | $1,513 | -24.4% | 7 | 0.0% | 0.00% | – | |
| PKG | PACKAGING CORP AMER | $1,151 | +15.1% | 9 | 0.0% | 0.00% | – | |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $2,144 | +7.2% | 334 | +14.0% | 0.00% | – |
| PANW | PALO ALTO NETWORKS INC | $1,256 | +25.6% | 9 | 0.0% | 0.00% | – | |
| DAL | DELTA AIR LINES INC DEL | $1,972 | -1.4% | 60 | 0.0% | 0.00% | – | |
| WLK | WESTLAKE CHEM CORP | $1,538 | +53.8% | 15 | 0.0% | 0.00% | – | |
| KTB | KONTOOR BRANDS INC | $643 | -35.7% | 16 | 0.0% | 0.00% | – | |
| PAYC | PAYCOM SOFTWARE INC | $621 | -37.9% | 2 | 0.0% | 0.00% | – | |
| DK | DELEK US HLDGS INC NEW | $432 | – | 16 | 0.0% | 0.00% | – | |
| PEB | PEBBLEBROOK HOTEL TR | $1,272 | +27.2% | 95 | 0.0% | 0.00% | – | |
| AYX | Exit | ALTERYX INC | $0 | – | -31 | -100.0% | 0.00% | – |
| DECK | DECKERS OUTDOOR CORP | $399 | – | 1 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $504 | – | 19 | 0.0% | 0.00% | – | |
| DHI | New | D R HORTON INC | $1,426 | – | 16 | +100.0% | 0.00% | – |
| CLXPF | COMCYBIN INCnone | $900 | -10.0% | 2,940 | 0.0% | 0.00% | – | |
| ABB | ABB LTDsponsored adr | $975 | -2.5% | 32 | 0.0% | 0.00% | – | |
| PHG | KONINKLIJKE PHILIPS N Vny reg sh new | $660 | -34.0% | 44 | 0.0% | 0.00% | – | |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INcl a | $367 | – | 7 | 0.0% | 0.00% | – | |
| WPM | WHEATON PRECIOUS METALS CORP | $3,908 | +30.3% | 100 | 0.0% | 0.00% | – | |
| KRC | KILROY RLTY CORP | $1,547 | -22.6% | 40 | 0.0% | 0.00% | – | |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -78 | -100.0% | -0.00% | – |
| DBEF | Exit | DBX ETF TRxtrack msci eafe | $0 | – | -130 | -100.0% | -0.00% | – |
| QTEC | Exit | FIRST TR NASDAQ 100 TECH IND | $0 | – | -36 | -100.0% | -0.00% | – |
| DRE | Exit | DUKE REALTY CORP | $0 | – | -105 | -100.0% | -0.00% | – |
| DPZ | Exit | DOMINOS PIZZA INC | $0 | – | -23 | -100.0% | -0.00% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -53 | -100.0% | -0.00% | – |
| WY | Exit | WEYERHAEUSER CO MTN BE | $0 | – | -170 | -100.0% | -0.00% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -243 | -100.0% | -0.00% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -147 | -100.0% | -0.00% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -285 | -100.0% | -0.00% | – |
| SPMD | Exit | SPDR SER TRportfolio s&p400 | $0 | – | -418 | -100.0% | -0.00% | – |
| BKN | Exit | BLACKROCK INVT QUALITY MUN T | $0 | – | -1,639 | -100.0% | -0.00% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -553 | -100.0% | -0.00% | – |
| BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -261 | -100.0% | -0.00% | – |
| AGZ | Exit | ISHARES TRagency bond etf | $0 | – | -281 | -100.0% | -0.00% | – |
| SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -1,028 | -100.0% | -0.00% | – |
| SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -1,163 | -100.0% | -0.01% | – |
| PDBC | Exit | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $0 | – | -11,313 | -100.0% | -0.03% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -2,032 | -100.0% | -0.03% | – |
| USDU | Exit | WISDOMTREE TRblmbg us bull | $0 | – | -12,407 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-11
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.