$626 Million is the total value of Larson Financial Group LLC's 1115 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 31.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $80,528,000 | -3.9% | 338,581 | +3.0% | 12.86% | -3.2% |
| VOO | Buy | VANGUARD INDEX FDS | $35,052,000 | +2.8% | 84,427 | +8.1% | 5.60% | +3.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $31,822,000 | -6.7% | 87,775 | +2.4% | 5.08% | -6.0% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $28,513,000 | +4.9% | 455,621 | +8.2% | 4.55% | +5.6% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $26,352,000 | +18.9% | 531,505 | +27.6% | 4.21% | +19.7% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $21,323,000 | +3.8% | 359,703 | +10.9% | 3.41% | +4.5% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $19,973,000 | -5.0% | 407,452 | +0.2% | 3.19% | -4.4% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $18,858,000 | +4.5% | 451,684 | +5.1% | 3.01% | +5.2% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $15,778,000 | +5.2% | 237,842 | +15.9% | 2.52% | +5.9% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $15,074,000 | +38.3% | 193,029 | +43.9% | 2.41% | +39.3% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $14,644,000 | +14.2% | 526,962 | +21.7% | 2.34% | +15.0% |
| REET | Buy | ISHARES TRglobal reit etf | $14,250,000 | +4.1% | 487,849 | +9.1% | 2.28% | +4.8% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $12,205,000 | +9.7% | 262,032 | +11.9% | 1.95% | +10.4% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $10,378,000 | -4.6% | 186,729 | +0.3% | 1.66% | -3.9% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $10,365,000 | +3.9% | 246,367 | +10.3% | 1.66% | +4.6% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $7,668,000 | -0.9% | 92,014 | +0.7% | 1.22% | -0.2% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $6,307,000 | -3.9% | 112,511 | +2.9% | 1.01% | -3.3% |
| FJAN | New | FIRST TR EXCHNG TRADED FD VIft cboe vest bfr | $4,978,000 | – | 142,664 | +100.0% | 0.80% | – |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $4,555,000 | +17.7% | 55,611 | +25.9% | 0.73% | +18.6% |
| AMZN | Buy | AMAZON COM INC | $4,244,000 | +0.9% | 1,302 | +3.2% | 0.68% | +1.5% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $4,039,000 | +4.9% | 37,271 | +12.3% | 0.64% | +5.6% |
| DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $3,630,000 | – | 128,970 | +100.0% | 0.58% | – |
| SPSB | Buy | SPDR SER TRportfolio short | $3,557,000 | -2.4% | 118,063 | +0.4% | 0.57% | -1.7% |
| TSLA | Buy | TESLA INC | $3,289,000 | +14.6% | 3,052 | +12.4% | 0.52% | +15.4% |
| MMM | Buy | 3M CO | $2,723,000 | -11.5% | 18,291 | +5.6% | 0.44% | -10.9% |
| USO | Buy | UNITED STS OIL FD LPunits | $2,655,000 | +7075.7% | 35,822 | +5099.1% | 0.42% | +6966.7% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $2,645,000 | +86.7% | 56,082 | +96.9% | 0.42% | +87.6% |
| EFG | Buy | ISHARES TReafe grwth etf | $1,979,000 | -10.4% | 20,561 | +2.7% | 0.32% | -9.7% |
| Buy | DIMENSIONAL ETF TRUSTinflation prote | $1,931,000 | +193000.0% | 40,437 | +139337.9% | 0.31% | – | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,878,000 | -4.1% | 8,838 | +2.0% | 0.30% | -3.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,872,000 | -1.2% | 4,127 | +3.9% | 0.30% | -0.3% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,782,000 | +3.5% | 22,875 | +7.4% | 0.28% | +4.4% |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $1,737,000 | – | 66,211 | +100.0% | 0.28% | – |
| IWD | Buy | ISHARES TRrus 1000 val etf | $1,424,000 | -1.1% | 8,582 | +0.1% | 0.23% | -0.4% |
| TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $1,252,000 | +150.9% | 21,234 | +167.5% | 0.20% | +153.2% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $1,245,000 | +218.4% | 14,848 | +252.1% | 0.20% | +221.0% |
| DIS | Buy | DISNEY WALT CO | $1,246,000 | -5.9% | 9,087 | +6.3% | 0.20% | -5.2% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,239,000 | -6.3% | 10,004 | +1.3% | 0.20% | -5.7% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $1,173,000 | -5.7% | 14,471 | +2.2% | 0.19% | -5.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,164,000 | +8.2% | 2,283 | +6.6% | 0.19% | +8.8% |
| ECL | Buy | ECOLAB INC | $1,120,000 | -23.7% | 6,344 | +1.4% | 0.18% | -23.2% |
| LDSF | Buy | FIRST TR EXCHNG TRADED FD VIlow dur strtgc | $1,004,000 | -2.8% | 51,732 | +0.2% | 0.16% | -2.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $898,000 | -2.5% | 323 | +1.6% | 0.14% | -2.1% |
| LLY | Buy | LILLY ELI & CO | $873,000 | +6.1% | 3,048 | +2.3% | 0.14% | +6.1% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $862,000 | -0.5% | 20,384 | +1.3% | 0.14% | +0.7% |
| PEP | Buy | PEPSICO INC | $841,000 | -3.6% | 5,026 | +0.2% | 0.13% | -2.9% |
| T | Buy | AT&T INC | $818,000 | +35.0% | 34,613 | +40.5% | 0.13% | +36.5% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $814,000 | -6.0% | 6,047 | +1.7% | 0.13% | -5.1% |
| CVX | Buy | CHEVRON CORP NEW | $729,000 | +39.1% | 4,476 | +0.3% | 0.12% | +39.8% |
| KNOP | Buy | KNOT OFFSHORE PARTNERS LP | $711,000 | +30.7% | 42,025 | +3.2% | 0.11% | +32.6% |
| MDIV | Buy | FIRST TR EXCHANGE-TRADED FDmulti asset di | $619,000 | +25.3% | 36,718 | +23.4% | 0.10% | +26.9% |
| SLV | Buy | ISHARES SILVER TRishares | $608,000 | +230.4% | 26,557 | +210.4% | 0.10% | +234.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $581,000 | -6.7% | 8,353 | +0.1% | 0.09% | -6.1% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $568,000 | +1.2% | 9,933 | +9.8% | 0.09% | +2.2% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $558,000 | +24.0% | 7,349 | +25.8% | 0.09% | +25.4% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $547,000 | +692.8% | 14,272 | +565.4% | 0.09% | +690.9% |
| XOM | Buy | EXXON MOBIL CORP | $544,000 | +47.8% | 6,585 | +9.4% | 0.09% | +50.0% |
| FB | Buy | META PLATFORMS INCcl a | $506,000 | -33.1% | 2,275 | +1.2% | 0.08% | -32.5% |
| AEM | New | AGNICO EAGLE MINES LTD | $487,000 | – | 7,945 | +100.0% | 0.08% | – |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $489,000 | – | 16,100 | +100.0% | 0.08% | – | |
| MRK | Buy | MERCK & CO INC | $487,000 | +38.0% | 5,940 | +28.9% | 0.08% | +39.3% |
| DBA | Buy | INVESCO DB MULTI-SECTOR COMMagriculture fd | $482,000 | +95.1% | 22,019 | +76.1% | 0.08% | +97.4% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $473,000 | +1.3% | 8,775 | +113.8% | 0.08% | +2.7% |
| GPP | New | GREEN PLAINS PARTNERS LP | $467,000 | – | 32,998 | +100.0% | 0.08% | – |
| SBSW | New | SIBANYE STILLWATER LTDsponsored adr | $442,000 | – | 27,237 | +100.0% | 0.07% | – |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $443,000 | -2.0% | 12,061 | +3.8% | 0.07% | -1.4% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $425,000 | +5.2% | 8,511 | +12.0% | 0.07% | +6.2% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $411,000 | -1.9% | 11,143 | +4.7% | 0.07% | 0.0% |
| XEL | Buy | XCEL ENERGY INC | $376,000 | +6.5% | 5,216 | +0.1% | 0.06% | +7.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $374,000 | +3.0% | 1,299 | +14.8% | 0.06% | +3.4% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $353,000 | +305.7% | 4,653 | +307.4% | 0.06% | +300.0% |
| SUSC | Buy | ISHARES TResg awre usd etf | $347,000 | +0.3% | 13,791 | +8.9% | 0.06% | 0.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $333,000 | +54.9% | 3,061 | +69.3% | 0.05% | +55.9% |
| ARKK | Buy | ARK ETF TRinnovation etf | $329,000 | +24.2% | 4,965 | +77.0% | 0.05% | +26.2% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $325,000 | +66.7% | 2,969 | +119.3% | 0.05% | +67.7% |
| ET | New | ENERGY TRANSFER L P | $328,000 | – | 29,298 | +100.0% | 0.05% | – |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $318,000 | -5.4% | 3,148 | +0.3% | 0.05% | -3.8% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $320,000 | -4.5% | 6,657 | +1.4% | 0.05% | -3.8% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $320,000 | -2.7% | 1,985 | +0.1% | 0.05% | -1.9% |
| ESGE | Buy | ISHARES INCesg awr msci em | $318,000 | +0.3% | 8,658 | +8.6% | 0.05% | +2.0% |
| MU | Buy | MICRON TECHNOLOGY INC | $310,000 | -16.0% | 3,981 | +0.6% | 0.05% | -15.3% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $304,000 | +2940.0% | 6,202 | +2985.6% | 0.05% | +2350.0% |
| WPC | Buy | WP CAREY INC | $299,000 | -1.0% | 3,703 | +0.5% | 0.05% | 0.0% |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $293,000 | +14.5% | 11,883 | +18.9% | 0.05% | +14.6% |
| LGH | New | NORTHERN LTS FD TR IIIhcm defen 500 | $291,000 | – | 7,000 | +100.0% | 0.05% | – |
| NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $284,000 | -5.3% | 6,476 | +6.2% | 0.04% | -6.2% |
| MRO | Buy | MARATHON OIL CORP | $267,000 | +69.0% | 10,642 | +10.7% | 0.04% | +72.0% |
| IAU | Buy | ISHARES GOLD TRishares new | $260,000 | +83.1% | 7,064 | +73.4% | 0.04% | +82.6% |
| WMT | Buy | WALMART INC | $263,000 | +3.1% | 1,763 | +0.1% | 0.04% | +5.0% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $258,000 | +597.3% | 4,320 | +646.1% | 0.04% | +583.3% |
| SYK | Buy | STRYKER CORPORATION | $256,000 | +1.2% | 959 | +1.3% | 0.04% | +2.5% |
| TLT | New | ISHARES TR20 yr tr bd etf | $251,000 | – | 1,902 | +100.0% | 0.04% | – |
| NFLX | Buy | NETFLIX INC | $248,000 | -32.2% | 663 | +9.0% | 0.04% | -31.0% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $247,000 | +1.6% | 4,064 | +5.3% | 0.04% | 0.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $244,000 | -1.2% | 4,575 | +109.2% | 0.04% | 0.0% |
| LRCX | Buy | LAM RESEARCH CORP | $245,000 | -25.1% | 456 | +0.2% | 0.04% | -25.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $238,000 | +1300.0% | 2,435 | +1502.0% | 0.04% | +1166.7% |
| UNG | New | UNITED STS NAT GAS FD LPunit par | $232,000 | – | 11,770 | +100.0% | 0.04% | – |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $233,000 | -3.3% | 2,459 | +0.1% | 0.04% | -2.6% |
| SIL | Buy | GLOBAL X FDSglobal x silver | $234,000 | +6.8% | 6,436 | +7.7% | 0.04% | +5.7% |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $220,000 | -3.9% | 5,515 | +1.3% | 0.04% | -2.8% |
| SWN | New | SOUTHWESTERN ENERGY CO | $219,000 | – | 30,543 | +100.0% | 0.04% | – |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $217,000 | -1.4% | 7,812 | +5.4% | 0.04% | 0.0% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $214,000 | -6.1% | 4,228 | +0.1% | 0.03% | -5.6% |
| NIO | Buy | NIO INCspon ads | $210,000 | +204.3% | 9,981 | +358.7% | 0.03% | +209.1% |
| HON | Buy | HONEYWELL INTL INC | $198,000 | +13.8% | 1,018 | +22.1% | 0.03% | +14.3% |
| GRPN | Buy | GROUPON INC | $203,000 | +20200.0% | 10,536 | +19779.2% | 0.03% | – |
| ABT | Buy | ABBOTT LABS | $196,000 | -15.5% | 1,652 | +0.1% | 0.03% | -16.2% |
| GLD | Buy | SPDR GOLD TR | $185,000 | +23.3% | 1,023 | +16.2% | 0.03% | +25.0% |
| FDT | Buy | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $188,000 | -3.6% | 3,247 | +0.7% | 0.03% | -3.2% |
| WFC | Buy | WELLS FARGO CO NEW | $180,000 | +8.4% | 3,722 | +7.6% | 0.03% | +11.5% |
| SSO | Buy | PROSHARES TR | $177,000 | -11.1% | 2,698 | +98.8% | 0.03% | -12.5% |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $178,000 | +14.8% | 2,120 | +5.2% | 0.03% | +12.0% |
| RFV | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 vl | $174,000 | – | 1,811 | +100.0% | 0.03% | – |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $177,000 | -4.3% | 3,329 | +0.9% | 0.03% | -3.4% |
| RZV | New | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $172,000 | – | 1,777 | +100.0% | 0.03% | – |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $161,000 | -1.2% | 2,250 | +0.9% | 0.03% | 0.0% |
| SQ | Buy | BLOCK INCcl a | $157,000 | +18.0% | 1,156 | +40.5% | 0.02% | +19.0% |
| SI | Buy | SILVERGATE CAP CORPcl a | $156,000 | +9.1% | 1,035 | +6.9% | 0.02% | +8.7% |
| URNM | Buy | EXCHANGE TRADED CONCEPTS TRnorth shor gbl | $157,000 | +57.0% | 1,887 | +35.5% | 0.02% | +56.2% |
| EMR | Buy | EMERSON ELEC CO | $156,000 | +11.4% | 1,595 | +6.2% | 0.02% | +13.6% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $149,000 | -4.5% | 1,882 | +2.8% | 0.02% | -4.0% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $150,000 | +26.1% | 3,167 | +171.6% | 0.02% | +26.3% |
| AMC | Buy | AMC ENTMT HLDGS INC | $149,000 | +6.4% | 6,036 | +17.5% | 0.02% | +9.1% |
| CSCO | Buy | CISCO SYS INC | $142,000 | -11.8% | 2,546 | +0.2% | 0.02% | -11.5% |
| ONEQ | Buy | FIDELITY COMWLTH TR | $145,000 | +14400.0% | 2,617 | +12985.0% | 0.02% | – |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $142,000 | +2.2% | 1,175 | +11.8% | 0.02% | +4.5% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $137,000 | -0.7% | 2,646 | +3.7% | 0.02% | 0.0% |
| New | PHILLIPS EDISON & CO INC | $129,000 | – | 3,752 | +100.0% | 0.02% | – | |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $129,000 | -2.3% | 1,701 | +3.5% | 0.02% | 0.0% |
| HDV | Buy | ISHARES TRcore high dv etf | $124,000 | +6.0% | 1,157 | +0.3% | 0.02% | +5.3% |
| SDY | Buy | SPDR SER TRs&p divid etf | $128,000 | +106.5% | 1,001 | +108.1% | 0.02% | +100.0% |
| CCL | Buy | CARNIVAL CORP | $126,000 | +2.4% | 6,217 | +1.5% | 0.02% | 0.0% |
| SHOP | Buy | SHOPIFY INCcl a | $127,000 | -26.2% | 188 | +50.4% | 0.02% | -25.9% |
| DE | Buy | DEERE & CO | $116,000 | +30.3% | 278 | +6.5% | 0.02% | +35.7% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $122,000 | +45.2% | 1,141 | +5.4% | 0.02% | +46.2% |
| TZA | Buy | DIREXION SHS ETF TRdaily sm cp bear | $118,000 | +21.6% | 3,840 | +6.7% | 0.02% | +26.7% |
| FDM | Buy | FIRST TR DOW JONES SELECT MI | $115,000 | -5.7% | 1,907 | +0.1% | 0.02% | -5.3% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $111,000 | +76.2% | 1,258 | +82.3% | 0.02% | +80.0% |
| Buy | GENERAL ELECTRIC CO | $107,000 | +1.9% | 1,167 | +4.9% | 0.02% | 0.0% | |
| OBELF | New | OBSIDIAN ENERGY LTD | $102,000 | – | 11,528 | +100.0% | 0.02% | – |
| USB | Buy | US BANCORP DEL | $101,000 | -2.9% | 1,904 | +2.9% | 0.02% | 0.0% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $98,000 | -6.7% | 5,168 | +0.2% | 0.02% | -5.9% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $103,000 | +1.0% | 689 | +1.2% | 0.02% | 0.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $95,000 | -5.9% | 1,100 | +1.0% | 0.02% | -6.2% |
| TQQQ | Buy | PROSHARES TRultrapro qqq | $96,000 | -31.4% | 1,644 | +95.7% | 0.02% | -31.8% |
| New | WORLD GOLD TRspdr gld minis | $92,000 | – | 2,391 | +100.0% | 0.02% | – | |
| CVS | Buy | CVS HEALTH CORP | $94,000 | -2.1% | 931 | +0.3% | 0.02% | 0.0% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $88,000 | +11.4% | 1,172 | +144.2% | 0.01% | +7.7% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $85,000 | +4.9% | 244 | +8.9% | 0.01% | +7.7% |
| YUM | Buy | YUM BRANDS INC | $87,000 | -13.9% | 732 | +0.3% | 0.01% | -12.5% |
| Buy | PROSHARES TRbitcoin strate | $84,000 | +42.4% | 2,953 | +45.5% | 0.01% | +44.4% | |
| C | Buy | CITIGROUP INC | $84,000 | -10.6% | 1,567 | +0.6% | 0.01% | -13.3% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $82,000 | +1950.0% | 320 | +2361.5% | 0.01% | +1200.0% |
| TNA | Buy | DIREXION SHS ETF TRdly smcap bull3x | $76,000 | +26.7% | 1,200 | +68.5% | 0.01% | +20.0% |
| KO | Buy | COCA COLA CO | $75,000 | +13.6% | 1,207 | +8.3% | 0.01% | +20.0% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $67,000 | +42.6% | 96 | +29.7% | 0.01% | +57.1% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $68,000 | +13.3% | 425 | +19.7% | 0.01% | +10.0% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $71,000 | +1320.0% | 2,492 | +1064.5% | 0.01% | +1000.0% |
| SF | Buy | STIFEL FINL CORP | $71,000 | -2.7% | 1,044 | +0.5% | 0.01% | -8.3% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $71,000 | -34.3% | 602 | +2.6% | 0.01% | -35.3% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $69,000 | +64.3% | 769 | +23.4% | 0.01% | +57.1% |
| RAFE | Buy | PIMCO EQUITY SERrafi esg us | $71,000 | -4.1% | 2,246 | +0.4% | 0.01% | -8.3% |
| MO | Buy | ALTRIA GROUP INC | $62,000 | +24.0% | 1,178 | +11.4% | 0.01% | +25.0% |
| TWTR | Buy | TWITTER INC | $64,000 | +700.0% | 1,651 | +764.4% | 0.01% | +900.0% |
| COIN | Buy | COINBASE GLOBAL INC | $62,000 | -18.4% | 327 | +7.9% | 0.01% | -16.7% |
| X | Buy | UNITED STATES STL CORP NEW | $65,000 | +58.5% | 1,711 | +0.2% | 0.01% | +42.9% |
| FEM | Buy | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $56,000 | 0.0% | 2,221 | +3.6% | 0.01% | 0.0% |
| GME | Buy | GAMESTOP CORP NEWcl a | $56,000 | +36.6% | 338 | +22.9% | 0.01% | +28.6% |
| VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $58,000 | 0.0% | 385 | +0.5% | 0.01% | 0.0% |
| VNOM | Buy | VIPER ENERGY PARTNERS LP | $54,000 | +50.0% | 1,835 | +7.9% | 0.01% | +50.0% |
| DBX | Buy | DROPBOX INCcl a | $54,000 | -5.3% | 2,317 | +0.1% | 0.01% | 0.0% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $53,000 | -3.6% | 639 | +3.9% | 0.01% | -11.1% |
| ROKU | Buy | ROKU INC | $53,000 | -36.1% | 426 | +17.7% | 0.01% | -38.5% |
| PM | Buy | PHILIP MORRIS INTL INC | $48,000 | 0.0% | 510 | +1.2% | 0.01% | 0.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $47,000 | +123.8% | 76 | +100.0% | 0.01% | +166.7% |
| NXTG | Buy | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $53,000 | +29.3% | 696 | +40.3% | 0.01% | +14.3% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $47,000 | -23.0% | 3,426 | +2.5% | 0.01% | -20.0% |
| OC | Buy | OWENS CORNING NEW | $51,000 | 0.0% | 563 | +0.2% | 0.01% | 0.0% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $50,000 | +194.1% | 220 | +168.3% | 0.01% | +166.7% |
| GLW | Buy | CORNING INC | $47,000 | 0.0% | 1,277 | +0.1% | 0.01% | +14.3% |
| FTNT | Buy | FORTINET INC | $49,000 | +22.5% | 142 | +29.1% | 0.01% | +33.3% |
| GILD | Buy | GILEAD SCIENCES INC | $48,000 | -17.2% | 814 | +1.1% | 0.01% | -11.1% |
| KWEB | New | KRANESHARES TRcsi chi internet | $47,000 | – | 1,657 | +100.0% | 0.01% | – |
| TPLC | Buy | TIMOTHY PLANus lrgmd cp core | $47,000 | +67.9% | 1,283 | +78.2% | 0.01% | +100.0% |
| DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $48,000 | +45.5% | 1,851 | +15.8% | 0.01% | +60.0% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $52,000 | +48.6% | 279 | +78.8% | 0.01% | +33.3% |
| SVC | Buy | SERVICE PPTYS TR | $44,000 | 0.0% | 5,012 | +0.1% | 0.01% | 0.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $45,000 | +21.6% | 1,164 | +23.6% | 0.01% | +16.7% |
| BBY | Buy | BEST BUY INC | $43,000 | -8.5% | 470 | +0.6% | 0.01% | 0.0% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $43,000 | -24.6% | 1,743 | +62.1% | 0.01% | -22.2% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $45,000 | +66.7% | 1,404 | +80.5% | 0.01% | +75.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $35,000 | +75.0% | 221 | +93.9% | 0.01% | +100.0% |
| EEMS | New | ISHARES INCem mkt sm-cp etf | $37,000 | – | 657 | +100.0% | 0.01% | – |
| CNC | Buy | CENTENE CORP DEL | $38,000 | +31.0% | 455 | +28.2% | 0.01% | +20.0% |
| CF | Buy | CF INDS HLDGS INC | $39,000 | +50.0% | 375 | +0.5% | 0.01% | +50.0% |
| O | Buy | REALTY INCOME CORP | $39,000 | -4.9% | 569 | +0.4% | 0.01% | -14.3% |
| CLM | Buy | CORNERSTONE STRATEGIC VALUE | $37,000 | +76.2% | 2,600 | +73.3% | 0.01% | +100.0% |
| Buy | RIVIAN AUTOMOTIVE INC | $39,000 | +44.4% | 776 | +203.1% | 0.01% | +50.0% | |
| New | SHELL PLCspon ads | $36,000 | – | 647 | +100.0% | 0.01% | – | |
| PBD | Buy | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $35,000 | -7.9% | 1,409 | +0.2% | 0.01% | 0.0% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $40,000 | -4.8% | 1,060 | +3.8% | 0.01% | -14.3% |
| ENPH | Buy | ENPHASE ENERGY INC | $36,000 | +157.1% | 178 | +140.5% | 0.01% | +200.0% |
| NLOK | Buy | NORTONLIFELOCK INC | $32,000 | +3.2% | 1,201 | +0.3% | 0.01% | 0.0% |
| NTR | Buy | NUTRIEN LTD | $30,000 | +76.5% | 290 | +29.5% | 0.01% | +66.7% |
| RGR | Buy | STURM RUGER & CO INC | $30,000 | +3.4% | 429 | +0.5% | 0.01% | 0.0% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $30,000 | -3.2% | 615 | +0.2% | 0.01% | 0.0% |
| ESML | Buy | ISHARES TResg aware msci | $32,000 | +88.2% | 831 | +101.7% | 0.01% | +66.7% |
| BP | Buy | BP PLCsponsored adr | $30,000 | +11.1% | 1,031 | +0.6% | 0.01% | +25.0% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $30,000 | -3.2% | 251 | +0.4% | 0.01% | 0.0% |
| EQH | Buy | EQUITABLE HLDGS INC | $30,000 | -6.2% | 979 | +0.6% | 0.01% | 0.0% |
| DOV | Buy | DOVER CORP | $29,000 | -14.7% | 186 | +0.5% | 0.01% | 0.0% |
| WRB | Buy | BERKLEY W R CORP | $25,000 | +25.0% | 373 | +50.4% | 0.00% | +33.3% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $27,000 | +68.8% | 615 | +58.5% | 0.00% | +33.3% |
| New | COLFAX CORP | $25,000 | – | 626 | +100.0% | 0.00% | – | |
| Buy | DIGITAL WORLD ACQUISITION CO | $26,000 | +44.4% | 396 | +14.5% | 0.00% | +33.3% | |
| FTXO | Buy | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $26,000 | -3.7% | 811 | +0.4% | 0.00% | 0.0% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $28,000 | 0.0% | 318 | +10.0% | 0.00% | 0.0% |
| HUBB | Buy | HUBBELL INC | $23,000 | -11.5% | 125 | +0.8% | 0.00% | 0.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $26,000 | +30.0% | 99 | +43.5% | 0.00% | +33.3% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $22,000 | +10.0% | 1,024 | +10.8% | 0.00% | +33.3% |
| IDV | New | ISHARES TRintl sel div etf | $27,000 | – | 865 | +100.0% | 0.00% | – |
| MDU | Buy | MDU RES GROUP INC | $28,000 | -12.5% | 1,032 | +0.7% | 0.00% | -20.0% |
| SRNE | Buy | SORRENTO THERAPEUTICS INC | $25,000 | +13.6% | 10,825 | +126.2% | 0.00% | +33.3% |
| TKR | Buy | TIMKEN CO | $25,000 | -10.7% | 407 | +0.5% | 0.00% | 0.0% |
| RE | Buy | EVEREST RE GROUP LTD | $27,000 | +12.5% | 90 | +1.1% | 0.00% | 0.0% |
| CB | Buy | CHUBB LIMITED | $23,000 | +360.0% | 106 | +324.0% | 0.00% | +300.0% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $18,000 | -14.3% | 384 | +0.3% | 0.00% | 0.0% |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $19,000 | – | 100 | +100.0% | 0.00% | – |
| TOL | Buy | TOLL BROTHERS INC | $16,000 | -33.3% | 330 | +0.3% | 0.00% | -25.0% |
| YUMC | Buy | YUM CHINA HLDGS INC | $16,000 | -15.8% | 389 | +0.3% | 0.00% | 0.0% |
| TPX | Buy | TEMPUR SEALY INTL INC | $16,000 | -38.5% | 562 | +0.4% | 0.00% | -25.0% |
| PAYX | Buy | PAYCHEX INC | $16,000 | 0.0% | 117 | +0.9% | 0.00% | 0.0% |
| IOVA | New | IOVANCE BIOTHERAPEUTICS INC | $20,000 | – | 1,200 | +100.0% | 0.00% | – |
| PHM | Buy | PULTE GROUP INC | $17,000 | -29.2% | 414 | +0.2% | 0.00% | -25.0% |
| VRSN | New | VERISIGN INC | $21,000 | – | 96 | +100.0% | 0.00% | – |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $21,000 | -4.5% | 427 | +5.2% | 0.00% | 0.0% |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $18,000 | +50.0% | 192 | +60.0% | 0.00% | +50.0% |
| MFC | Buy | MANULIFE FINL CORP | $16,000 | +14.3% | 742 | +1.1% | 0.00% | +50.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $18,000 | +50.0% | 374 | +53.3% | 0.00% | +50.0% |
| ORLY | New | OREILLY AUTOMOTIVE INC | $21,000 | – | 30 | +100.0% | 0.00% | – |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $19,000 | +533.3% | 268 | +737.5% | 0.00% | – |
| UPST | New | UPSTART HLDGS INC | $20,000 | – | 187 | +100.0% | 0.00% | – |
| JNK | Buy | SPDR SER TRbloomberg high y | $18,000 | -5.3% | 178 | +1.7% | 0.00% | 0.0% |
| IVOL | Buy | KRANESHARES TRquadrtc int rt | $16,000 | 0.0% | 608 | +1.0% | 0.00% | 0.0% |
| GL | New | GLOBE LIFE INC | $19,000 | – | 191 | +100.0% | 0.00% | – |
| IQDE | Buy | FLEXSHARES TRintl qltdv def | $20,000 | -4.8% | 877 | +0.7% | 0.00% | 0.0% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $12,000 | +50.0% | 232 | +63.4% | 0.00% | +100.0% |
| AVT | Buy | AVNET INC | $11,000 | 0.0% | 260 | +0.4% | 0.00% | 0.0% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $10,000 | 0.0% | 198 | +0.5% | 0.00% | 0.0% |
| HIW | Buy | HIGHWOODS PPTYS INC | $13,000 | +8.3% | 282 | +1.1% | 0.00% | 0.0% |
| BHC | New | BAUSCH HEALTH COS INC | $11,000 | – | 501 | +100.0% | 0.00% | – |
| MTG | Buy | MGIC INVT CORP WIS | $11,000 | -8.3% | 831 | +0.5% | 0.00% | 0.0% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $11,000 | -8.3% | 107 | +1.9% | 0.00% | 0.0% |
| MSM | Buy | MSC INDL DIRECT INCcl a | $13,000 | 0.0% | 156 | +1.3% | 0.00% | 0.0% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $15,000 | +15.4% | 348 | +1.5% | 0.00% | 0.0% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $11,000 | -26.7% | 73 | +1.4% | 0.00% | 0.0% |
| UDR | Buy | UDR INC | $13,000 | -7.1% | 234 | +0.4% | 0.00% | 0.0% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $12,000 | 0.0% | 94 | +4.4% | 0.00% | 0.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $15,000 | +7.1% | 51 | +30.8% | 0.00% | 0.0% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $13,000 | 0.0% | 292 | +1.4% | 0.00% | 0.0% |
| JBL | Buy | JABIL INC | $15,000 | -11.8% | 247 | +0.4% | 0.00% | -33.3% |
| STLD | Buy | STEEL DYNAMICS INC | $15,000 | +36.4% | 179 | +0.6% | 0.00% | 0.0% |
| New | CONSTELLATION ENERGY CORP | $13,000 | – | 232 | +100.0% | 0.00% | – | |
| INSP | New | INSPIRE MED SYS INC | $13,000 | – | 50 | +100.0% | 0.00% | – |
| DHR | Buy | DANAHER CORPORATION | $15,000 | +25.0% | 50 | +42.9% | 0.00% | 0.0% |
| WAB | Buy | WABTEC | $10,000 | +150.0% | 101 | +159.0% | 0.00% | +100.0% |
| EWZ | New | ISHARES INCmsci brazil etf | $11,000 | – | 304 | +100.0% | 0.00% | – |
| SE | Buy | SEA LTDsponsord ads | $14,000 | -12.5% | 117 | +60.3% | 0.00% | -33.3% |
| KIM | Buy | KIMCO RLTY CORP | $14,000 | 0.0% | 560 | +0.9% | 0.00% | 0.0% |
| SNDR | Buy | SCHNEIDER NATIONAL INCcl b | $11,000 | 0.0% | 414 | +0.2% | 0.00% | 0.0% |
| OGN | Buy | ORGANON & CO | $10,000 | +25.0% | 278 | +1.5% | 0.00% | +100.0% |
| FAN | Buy | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $12,000 | 0.0% | 593 | +2.2% | 0.00% | 0.0% |
| PETS | Buy | PETMED EXPRESS INC | $14,000 | +7.7% | 540 | +1.7% | 0.00% | 0.0% |
| EBAY | Buy | EBAY INC. | $15,000 | -16.7% | 265 | +0.4% | 0.00% | -33.3% |
| EIX | Buy | EDISON INTL | $10,000 | +11.1% | 140 | +0.7% | 0.00% | +100.0% |
| EVR | Buy | EVERCORE INCclass a | $10,000 | -16.7% | 87 | +1.2% | 0.00% | 0.0% |
| R | Buy | RYDER SYS INC | $11,000 | 0.0% | 138 | +0.7% | 0.00% | 0.0% |
| RY | Buy | ROYAL BK CDA | $10,000 | +11.1% | 90 | +1.1% | 0.00% | +100.0% |
| FNB | Buy | F N B CORP | $11,000 | +10.0% | 872 | +0.8% | 0.00% | 0.0% |
| CSM | Buy | PROSHARES TRlarge cap cre | $11,000 | 0.0% | 200 | +100.0% | 0.00% | 0.0% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $14,000 | +16.7% | 168 | +30.2% | 0.00% | 0.0% |
| Buy | KAIVAL BRNDS INNOVATNS GRP I | $7,000 | +600.0% | 5,080 | +321.6% | 0.00% | – | |
| KR | Buy | KROGER CO | $9,000 | +28.6% | 160 | +0.6% | 0.00% | 0.0% |
| HBI | Buy | HANESBRANDS INC | $6,000 | -14.3% | 407 | +0.7% | 0.00% | 0.0% |
| Buy | MATTERPORT INC | $9,000 | -18.2% | 1,134 | +122.4% | 0.00% | -50.0% | |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $6,000 | +100.0% | 76 | +90.0% | 0.00% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $8,000 | – | 121 | +100.0% | 0.00% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW | $8,000 | – | 100 | +100.0% | 0.00% | – |
| FTS | New | FORTIS INC | $4,000 | – | 75 | +100.0% | 0.00% | – |
| PNC | Buy | PNC FINL SVCS GROUP INC | $9,000 | -10.0% | 51 | +2.0% | 0.00% | -50.0% |
| PCAR | New | PACCAR INC | $9,000 | – | 107 | +100.0% | 0.00% | – |
| PKG | Buy | PACKAGING CORP AMER | $6,000 | +20.0% | 38 | +2.7% | 0.00% | 0.0% |
| RH | New | RH | $9,000 | – | 27 | +100.0% | 0.00% | – |
| XHB | New | SPDR SER TRs&p homebuild | $9,000 | – | 137 | +100.0% | 0.00% | – |
| DKNG | Buy | DRAFTKINGS INC | $7,000 | -22.2% | 361 | +15.7% | 0.00% | 0.0% |
| DLY | Buy | DOUBLELINE YIELD OPPORTUNITI | $5,000 | 0.0% | 298 | +15.1% | 0.00% | 0.0% |
| SAND | Buy | SANDSTORM GOLD LTD | $9,000 | +28.6% | 1,172 | +0.3% | 0.00% | 0.0% |
| SOXL | Buy | DIREXION SHS ETF TRdly scond 3xbu | $4,000 | +300.0% | 99 | +395.0% | 0.00% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $4,000 | – | 138 | +100.0% | 0.00% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $5,000 | – | 142 | +100.0% | 0.00% | – |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $5,000 | – | 89 | +100.0% | 0.00% | – |
| SMG | New | SCOTTS MIRACLE-GRO COcl a | $5,000 | – | 40 | +100.0% | 0.00% | – |
| CMA | New | COMERICA INC | $5,000 | – | 53 | +100.0% | 0.00% | – |
| CVE | Buy | CENOVUS ENERGY INC | $6,000 | +50.0% | 364 | +0.3% | 0.00% | 0.0% |
| AFL | Buy | AFLAC INC | $8,000 | +166.7% | 129 | +143.4% | 0.00% | – |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $8,000 | – | 156 | +15500.0% | 0.00% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $5,000 | – | 70 | +100.0% | 0.00% | – |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $4,000 | – | 15 | +100.0% | 0.00% | – |
| BBIO | New | BRIDGEBIO PHARMA INC | $5,000 | – | 460 | +100.0% | 0.00% | – |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $8,000 | 0.0% | 162 | +11.0% | 0.00% | 0.0% |
| ARCC | Buy | ARES CAPITAL CORP | $4,000 | +100.0% | 175 | +75.0% | 0.00% | – |
| EUDG | New | WISDOMTREE TReuro qtly div gr | $4,000 | – | 119 | +100.0% | 0.00% | – |
| LIN | New | LINDE PLC | $8,000 | – | 25 | +100.0% | 0.00% | – |
| SE | New | SEA LTDcall | $0 | – | 200 | +100.0% | 0.00% | – |
| POSH | New | POSHMARK INCput | $0 | – | 400 | +100.0% | 0.00% | – |
| RWX | Buy | SPDR INDEX SHS FDSdj intl rl etf | $2,000 | 0.0% | 56 | +16.7% | 0.00% | – |
| IGE | Buy | ISHARES TRnorth amern nat | $1,000 | 0.0% | 19 | +5.6% | 0.00% | – |
| EBND | New | SPDR SER TRbloomberg emergi | $0 | – | 16 | +100.0% | 0.00% | – |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRcall | $2,000 | 0.0% | 68 | +17.2% | 0.00% | – |
| SLB | New | SCHLUMBERGER LTDcall | $0 | – | 200 | +100.0% | 0.00% | – |
| OPK | New | OPKO HEALTH INC | $0 | – | 40 | +100.0% | 0.00% | – |
| FEMB | New | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $2,000 | – | 59 | +100.0% | 0.00% | – |
| FNDC | New | SCHWAB STRATEGIC TRschwb fdt int sc | $2,000 | – | 65 | +100.0% | 0.00% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $3,000 | – | 63 | +100.0% | 0.00% | – |
| HAUZ | New | DBX ETF TRxtrack intl real | $0 | – | 5 | +100.0% | 0.00% | – |
| CEIX | New | CONSOL ENERGY INC NEW | $0 | – | 3 | +100.0% | 0.00% | – |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $0 | – | 15 | +7.1% | 0.00% | – |
| New | GABELLI UTIL TRright 04/19/2022 | $0 | – | 504 | +100.0% | 0.00% | – | |
| GME | New | GAMESTOP CORP NEWput | $0 | – | 200 | +100.0% | 0.00% | – |
| CIM | New | CHIMERA INVT CORP | $2,000 | – | 196 | +100.0% | 0.00% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $1,000 | – | 5 | +100.0% | 0.00% | – |
| TLRY | Buy | TILRAY BRANDS INC | $3,000 | +50.0% | 323 | +35.7% | 0.00% | – |
| CCJ | New | CAMECO CORPcall | $1,000 | – | 200 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INCcl c | $0 | – | 3 | +100.0% | 0.00% | – |
| HAL | New | HALLIBURTON COcall | $1,000 | – | 400 | +100.0% | 0.00% | – |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $3,000 | 0.0% | 102 | +10.9% | 0.00% | – |
| FLTR | New | VANECK ETF TRUSTinvestment grd | $2,000 | – | 99 | +100.0% | 0.00% | – |
| BA | New | BOEING COcall | $3,000 | – | 200 | +100.0% | 0.00% | – |
| BB | New | BLACKBERRY LTD | $1,000 | – | 100 | +100.0% | 0.00% | – |
| LOW | New | LOWES COS INCcall | $1,000 | – | 300 | +100.0% | 0.00% | – |
| META | New | LISTED FD TRroundhill ball | $1,000 | – | 46 | +100.0% | 0.00% | – |
| INCY | New | INCYTE CORP | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ANIX | New | ANIXA BIOSCIENCES INC | $1,000 | – | 500 | +100.0% | 0.00% | – |
| ILCV | New | ISHARES TRmorningstar valu | $1,000 | – | 13 | +100.0% | 0.00% | – |
| IOVA | New | IOVANCE BIOTHERAPEUTICS INCcall | $0 | – | 200 | +100.0% | 0.00% | – |
| New | ZIMVIE INC | $1,000 | – | 32 | +100.0% | 0.00% | – | |
| ZNGA | New | ZYNGA INCcl a | $1,000 | – | 100 | +100.0% | 0.00% | – |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $3,000 | 0.0% | 49 | +6.5% | 0.00% | – |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $3,000 | 0.0% | 34 | +13.3% | 0.00% | – |
| AOSL | New | ALPHA & OMEGA SEMICONDUCTOR | $1,000 | – | 12 | +100.0% | 0.00% | – |
| GSG | Buy | ISHARES S&P GSCI COMMODITY-unit ben int | $3,000 | +50.0% | 122 | +16.2% | 0.00% | – |
| BOIL | New | PROSHARES TR IIput | $1,000 | – | 300 | +100.0% | 0.00% | – |
| URTY | New | PROSHARES TRultr russl2000 | $1,000 | – | 17 | +100.0% | 0.00% | – |
| KMX | Exit | CARMAX INC | $0 | – | 0 | +100.0% | 0.00% | – |
| RMR | Buy | RMR GROUP INCcl a | $1,000 | 0.0% | 39 | +2.6% | 0.00% | – |
| RH | New | RHcall | $1,000 | – | 100 | +100.0% | 0.00% | – |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $3,000 | – | 25 | +100.0% | 0.00% | – |
| New | RESERVOIR MEDIA INC | $2,000 | – | 234 | +100.0% | 0.00% | – | |
| RBLX | New | ROBLOX CORPcall | $0 | – | 500 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FLEXSHARES TR | 24 | Q3 2023 | 17.4% |
| SPDR INDEX SHS FDS | 24 | Q3 2023 | 8.5% |
| SPDR SER TR | 24 | Q3 2023 | 4.6% |
| SPDR SER TR | 24 | Q3 2023 | 6.8% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 6.5% |
| ISHARES TR | 24 | Q3 2023 | 9.3% |
| SPDR SER TR | 24 | Q3 2023 | 6.7% |
| SPDR SER TR | 24 | Q3 2023 | 5.8% |
| ISHARES TR | 24 | Q3 2023 | 5.4% |
| WISDOMTREE TR | 24 | Q3 2023 | 6.2% |
View Larson Financial Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-03 |
View Larson Financial Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.