$103 Million is the total value of Castleview Partners, LLC's 630 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 33.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XVOL | Buy | TIDAL ETF TRacruence active | $9,630,746 | +7.9% | 558,343 | +5.5% | 9.38% | +10.0% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $6,450,839 | +9.1% | 16,868 | +1.9% | 6.28% | +11.2% |
IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $4,122,916 | -1.5% | 115,715 | -0.7% | 4.02% | +0.5% |
JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $3,575,071 | +6.7% | 71,316 | +6.8% | 3.48% | +8.8% |
SPTS | Buy | SPDR SER TRportfolio sh tsr | $2,715,197 | +3.2% | 93,984 | +3.3% | 2.64% | +5.2% |
PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $2,195,022 | -11.8% | 148,513 | -3.5% | 2.14% | -10.1% |
BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $2,148,067 | +115.0% | 104,860 | +113.9% | 2.09% | +119.3% |
Sell | RBB FD INCus treas 3 mnth | $1,771,675 | -19.7% | 35,533 | -19.5% | 1.72% | -18.2% | |
IWF | New | ISHARES TRrus 1000 grw etf | $1,667,644 | – | 7,784 | +100.0% | 1.62% | – |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,570,086 | +33.3% | 17,950 | +9.7% | 1.53% | +35.9% |
MSFT | Buy | MICROSOFT CORP | $1,292,293 | +7.8% | 5,389 | +4.7% | 1.26% | +9.9% |
BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $1,225,001 | +4.3% | 58,389 | +3.7% | 1.19% | +6.2% |
VXZ | Sell | BARCLAYS BANK PLCipath b mid trm | $1,209,650 | -35.7% | 46,795 | -25.3% | 1.18% | -34.5% |
DBA | Buy | INVESCO DB MULTI-SECTOR COMMagriculture fd | $1,179,701 | +0.8% | 58,546 | +0.2% | 1.15% | +2.8% |
Sell | WISDOMTREE TRfloatng rat trea | $1,143,642 | -1.0% | 22,750 | -0.9% | 1.11% | +1.0% | |
GOOG | Buy | ALPHABET INCcap stk cl c | $1,095,283 | -1.0% | 12,344 | +7.4% | 1.07% | +0.9% |
UUP | Buy | INVESCO DB US DLR INDEX TRbullish fd | $1,077,943 | +14.1% | 38,761 | +23.6% | 1.05% | +16.3% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $1,002,505 | +27.2% | 2,883 | +4.0% | 0.98% | +29.6% |
PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $974,890 | +24.8% | 118,312 | +0.3% | 0.95% | +27.2% |
WMT | Sell | WALMART INC | $928,059 | -12.9% | 6,545 | -20.3% | 0.90% | -11.1% |
FSK | Sell | FS KKR CAP CORP | $895,177 | -1.0% | 51,153 | -4.1% | 0.87% | +0.9% |
V | Buy | VISA INC | $875,085 | +20.0% | 4,212 | +2.7% | 0.85% | +22.4% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $871,548 | +0.2% | 8,754 | +3.0% | 0.85% | +2.2% |
BILS | Buy | SPDR SER TRbloomberg 3-12 m | $857,766 | +4.5% | 8,639 | +4.9% | 0.84% | +6.5% |
IAU | Sell | ISHARES GOLD TRishares new | $830,021 | -8.9% | 23,996 | -16.9% | 0.81% | -7.1% |
XOM | Buy | EXXON MOBIL CORP | $734,477 | +36.3% | 6,659 | +7.9% | 0.72% | +38.8% |
GLD | Buy | SPDR GOLD TR | $712,488 | +34.7% | 4,200 | +22.7% | 0.69% | +37.4% |
Buy | PHILLIPS EDISON & CO INC | $702,222 | +13.6% | 22,055 | +0.2% | 0.68% | +15.9% | |
JPM | Sell | JPMORGAN CHASE & CO | $688,396 | +28.2% | 5,133 | -0.1% | 0.67% | +30.6% |
ROST | Buy | ROSS STORES INC | $683,652 | +43.9% | 5,890 | +4.5% | 0.67% | +46.7% |
ACGL | Buy | ARCH CAP GROUP LTDord | $676,517 | +45.2% | 10,776 | +5.2% | 0.66% | +48.1% |
SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $667,002 | +14.4% | 16,852 | +2.6% | 0.65% | +16.5% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $659,262 | +25.6% | 1,959 | +2.6% | 0.64% | +27.9% |
ABEQ | Buy | UNIFIED SER TRabslute selct vl | $653,477 | +15.9% | 23,484 | +4.6% | 0.64% | +18.0% |
BUFD | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $652,040 | +2.8% | 33,149 | -0.0% | 0.64% | +4.8% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $632,422 | +12.1% | 4,477 | +1.1% | 0.62% | +14.3% |
SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $616,523 | +13.7% | 15,853 | +0.8% | 0.60% | +15.8% |
NFLX | Buy | NETFLIX INC | $613,645 | +33.7% | 2,081 | +6.7% | 0.60% | +36.2% |
PFE | Sell | PFIZER INC | $610,759 | +11.9% | 11,920 | -4.4% | 0.60% | +14.0% |
SO | Buy | SOUTHERN CO | $600,700 | +4190.7% | 8,412 | +4106.0% | 0.58% | +4400.0% |
BUFR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $586,588 | +6.5% | 26,411 | -0.1% | 0.57% | +8.6% |
GS | Sell | GOLDMAN SACHS GROUP INC | $583,402 | -38.1% | 1,699 | -47.2% | 0.57% | -37.0% |
F | Buy | FORD MTR CO DEL | $575,685 | +32.6% | 49,500 | +27.9% | 0.56% | +35.2% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $552,342 | +151.1% | 1,003 | +131.6% | 0.54% | +156.2% |
ACN | Buy | ACCENTURE PLC IRELAND | $545,687 | +6.6% | 2,045 | +2.8% | 0.53% | +8.6% |
FISR | Buy | SSGA ACTIVE TRspdr ssga fxd | $503,122 | +4.0% | 19,651 | +3.7% | 0.49% | +6.1% |
QLD | Buy | PROSHARES TR | $487,967 | +6.5% | 13,926 | +11.5% | 0.48% | +8.4% |
New | SHP ETF TRUSTneos s&p 500 hi | $469,677 | – | 10,201 | +100.0% | 0.46% | – | |
SPTL | Sell | SPDR SER TRportfolio ln tsr | $466,366 | -7.7% | 16,065 | -5.8% | 0.45% | -5.8% |
TJX | Buy | TJX COS INC NEW | $461,122 | +38.5% | 5,793 | +8.1% | 0.45% | +41.2% |
FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $460,480 | +16.3% | 10,327 | +14.9% | 0.45% | +18.5% |
NOW | Buy | SERVICENOW INC | $459,323 | +65.2% | 1,183 | +60.5% | 0.45% | +68.0% |
VOO | VANGUARD INDEX FDS | $451,471 | +7.0% | 1,285 | 0.0% | 0.44% | +9.2% | |
HD | Buy | HOME DEPOT INC | $448,837 | +24.3% | 1,421 | +8.6% | 0.44% | +26.7% |
IWM | ISHARES TRrussell 2000 etf | $428,228 | +5.7% | 2,456 | 0.0% | 0.42% | +7.8% | |
CRM | Buy | SALESFORCE INC | $426,409 | +0.8% | 3,216 | +9.4% | 0.42% | +2.7% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $425,962 | +14.2% | 2,090 | +5.2% | 0.42% | +16.6% |
CMI | Buy | CUMMINS INC | $424,249 | +23.7% | 1,751 | +4.0% | 0.41% | +25.9% |
ORLY | Buy | OREILLY AUTOMOTIVE INC | $417,794 | +25.1% | 495 | +4.2% | 0.41% | +27.6% |
UNH | Buy | UNITEDHEALTH GROUP INC | $413,540 | +10.3% | 780 | +5.0% | 0.40% | +12.6% |
CVX | Buy | CHEVRON CORP NEW | $410,487 | +42.0% | 2,287 | +13.7% | 0.40% | +44.9% |
BG | Sell | BUNGE LIMITED | $407,859 | +3.8% | 4,088 | -14.2% | 0.40% | +5.9% |
IT | Sell | GARTNER INC | $398,998 | +20.5% | 1,187 | -0.8% | 0.39% | +23.1% |
JNJ | Buy | JOHNSON & JOHNSON | $390,747 | +14.6% | 2,212 | +6.0% | 0.38% | +16.6% |
PEP | PEPSICO INC | $388,238 | +10.6% | 2,149 | 0.0% | 0.38% | +12.8% | |
SHY | Buy | ISHARES TR1 3 yr treas bd | $387,180 | +5.2% | 4,770 | +5.3% | 0.38% | +7.1% |
BBDC | Sell | BARINGS BDC INC | $372,474 | -4.7% | 45,702 | -3.5% | 0.36% | -2.9% |
ZTS | Sell | ZOETIS INCcl a | $363,883 | -4.0% | 2,483 | -2.7% | 0.35% | -2.2% |
SHV | Buy | ISHARES TRshort treas bd | $361,526 | +5.4% | 3,289 | +5.6% | 0.35% | +7.3% |
REM | Buy | ISHARES TRmortge rel etf | $361,746 | +904.8% | 15,943 | +820.5% | 0.35% | +935.3% |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $350,310 | +32.7% | 4,699 | +18.9% | 0.34% | +35.3% |
IRT | Buy | INDEPENDENCE RLTY TR INC | $349,603 | +0.8% | 20,736 | +0.1% | 0.34% | +2.4% |
AMLP | Sell | ALPS ETF TRalerian mlp | $345,180 | +3.0% | 9,067 | -1.2% | 0.34% | +5.0% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $342,469 | +88.2% | 14,199 | +85.5% | 0.33% | +91.4% |
QTEC | New | FIRST TR NASDAQ 100 TECH IND | $326,980 | – | 3,107 | +100.0% | 0.32% | – |
MRK | Sell | MERCK & CO INC | $326,100 | +1.3% | 2,939 | -21.4% | 0.32% | +3.2% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $322,125 | -0.6% | 1,853 | -7.6% | 0.31% | +1.3% |
SPAB | Buy | SPDR SER TRportfolio agrgte | $318,196 | +55.2% | 12,662 | +54.3% | 0.31% | +58.2% |
JULZ | LISTED FD TRtrueshares strct | $306,683 | +5.4% | 9,629 | 0.0% | 0.30% | +7.6% | |
RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $305,156 | +26.6% | 6,948 | +11.9% | 0.30% | +29.1% |
SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $303,682 | +2.9% | 7,425 | +3.0% | 0.30% | +5.0% |
BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $301,393 | -57.4% | 3,295 | -57.3% | 0.29% | -56.7% |
ILMN | Buy | ILLUMINA INC | $297,840 | +24.1% | 1,473 | +17.1% | 0.29% | +26.6% |
CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $295,163 | +6.2% | 7,625 | +5.5% | 0.29% | +7.9% |
NVR | Buy | NVR INC | $285,979 | +17.7% | 62 | +1.6% | 0.28% | +19.8% |
DPZ | Buy | DOMINOS PIZZA INC | $283,701 | +16.3% | 819 | +3.9% | 0.28% | +18.5% |
STRA | Buy | STRATEGIC ED INC | $281,168 | +33.3% | 3,590 | +4.7% | 0.27% | +35.6% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $281,193 | +34.5% | 9,471 | +17.1% | 0.27% | +37.0% |
Sell | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $278,949 | -13.1% | 6,837 | -11.2% | 0.27% | -11.4% | |
NKE | Buy | NIKE INCcl b | $277,547 | +46.1% | 2,372 | +3.9% | 0.27% | +48.4% |
EXPD | Buy | EXPEDITORS INTL WASH INC | $271,646 | +25.2% | 2,614 | +6.3% | 0.26% | +28.0% |
PGR | Buy | PROGRESSIVE CORP | $267,851 | +16.5% | 2,065 | +4.6% | 0.26% | +18.6% |
PYPL | Buy | PAYPAL HLDGS INC | $267,644 | -10.8% | 3,758 | +7.9% | 0.26% | -9.1% |
PM | Buy | PHILIP MORRIS INTL INC | $263,794 | +65.9% | 2,606 | +35.7% | 0.26% | +69.1% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $259,473 | +159.5% | 1,910 | +131.8% | 0.25% | +163.5% |
PG | Buy | PROCTER AND GAMBLE CO | $259,037 | +24.5% | 1,709 | +4.0% | 0.25% | +26.6% |
TSLA | Buy | TESLA INC | $258,308 | -43.4% | 2,097 | +21.8% | 0.25% | -42.2% |
XLSR | Buy | SSGA ACTIVE TRspdr ssga us sct | $246,806 | +27.2% | 6,343 | +17.4% | 0.24% | +29.7% |
VET | Buy | VERMILION ENERGY INC | $246,490 | +1.4% | 13,926 | +22.6% | 0.24% | +3.4% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $243,547 | +20.0% | 3,385 | +18.6% | 0.24% | +22.2% |
KO | Buy | COCA COLA CO | $242,100 | +22.3% | 3,806 | +7.9% | 0.24% | +24.9% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $239,653 | +19.2% | 1,701 | +0.4% | 0.23% | +21.4% |
TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $235,313 | +1.0% | 5,877 | +1.2% | 0.23% | +2.7% |
GILD | Sell | GILEAD SCIENCES INC | $230,593 | +35.6% | 2,686 | -2.4% | 0.22% | +38.9% |
CSCO | Sell | CISCO SYS INC | $230,162 | +6.6% | 4,831 | -10.4% | 0.22% | +8.7% |
CAT | Sell | CATERPILLAR INC | $229,258 | +43.3% | 957 | -2.0% | 0.22% | +45.8% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $224,298 | +6.3% | 5,693 | +2.3% | 0.22% | +7.9% |
DE | Sell | DEERE & CO | $221,668 | +8.1% | 517 | -15.9% | 0.22% | +10.2% |
T | Buy | AT&T INC | $220,901 | +27.7% | 11,999 | +6.3% | 0.22% | +30.3% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $219,558 | +13.2% | 2,029 | -0.9% | 0.21% | +15.7% |
Buy | FRANKLIN BSP RLTY TR INC | $219,541 | +20.6% | 17,019 | +0.5% | 0.21% | +23.0% | |
K | Buy | KELLOGG CO | $217,566 | +9.9% | 3,054 | +7.6% | 0.21% | +12.2% |
LNG | Sell | CHENIERE ENERGY INC | $217,741 | -10.4% | 1,452 | -0.9% | 0.21% | -8.6% |
UNP | Buy | UNION PAC CORP | $218,044 | +9.0% | 1,053 | +2.4% | 0.21% | +11.0% |
MCO | Buy | MOODYS CORP | $217,044 | +24.7% | 779 | +9.1% | 0.21% | +27.1% |
MCD | Buy | MCDONALDS CORP | $210,155 | +21.5% | 797 | +6.4% | 0.20% | +24.2% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $205,399 | -1.3% | 2,328 | +6.9% | 0.20% | +0.5% |
MS | Sell | MORGAN STANLEY | $203,792 | -3.9% | 2,397 | -10.5% | 0.20% | -2.5% |
DUK | Buy | DUKE ENERGY CORP NEW | $202,787 | +18.6% | 1,969 | +7.2% | 0.20% | +20.9% |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $200,019 | +28.2% | 2,409 | +16.4% | 0.20% | +30.9% |
DEED | Sell | FIRST TR EXCHNG TRADED FD VItcw securitized | $199,342 | -32.7% | 9,452 | -31.4% | 0.19% | -31.4% |
NEE | Buy | NEXTERA ENERGY INC | $199,218 | +12.6% | 2,383 | +5.8% | 0.19% | +14.8% |
Sell | FIRSTCASH HOLDINGS INC | $198,850 | -2.5% | 2,288 | -17.5% | 0.19% | -0.5% | |
IBN | Buy | ICICI BANK LIMITEDadr | $196,550 | +6.2% | 8,979 | +1.6% | 0.19% | +7.9% |
CL | Buy | COLGATE PALMOLIVE CO | $196,491 | +21.3% | 2,494 | +8.2% | 0.19% | +23.2% |
IVV | Sell | ISHARES TRcore s&p500 etf | $194,794 | -4.5% | 507 | -11.1% | 0.19% | -2.6% |
SPSB | SPDR SER TRportfolio short | $195,318 | +0.7% | 6,648 | 0.0% | 0.19% | +2.7% | |
EBND | Buy | SPDR SER TRbloomberg emergi | $171,614 | +10.7% | 8,347 | +2.2% | 0.17% | +12.8% |
PAPR | INNOVATOR ETFS TRus eqt pwr buf | $168,510 | +6.0% | 6,003 | 0.0% | 0.16% | +7.9% | |
SCHW | Buy | SCHWAB CHARLES CORP | $165,187 | +19.7% | 1,984 | +3.4% | 0.16% | +22.0% |
IEMG | Buy | ISHARES INCcore msci emkt | $165,318 | +35.5% | 3,540 | +24.6% | 0.16% | +37.6% |
HYLV | Buy | INDEXIQ ETF TRiq s&p hgh yld | $164,424 | +2.8% | 7,741 | +0.2% | 0.16% | +4.6% |
FAST | Buy | FASTENAL CO | $161,739 | +8.5% | 3,418 | +5.7% | 0.16% | +10.6% |
PMAY | Sell | INNOVATOR ETFS TRus eqty pwr buf | $153,427 | +4.4% | 5,462 | -0.1% | 0.15% | +6.4% |
TIPX | Sell | SPDR SER TRbloomberg 1 10 y | $150,533 | -1.0% | 8,159 | -2.2% | 0.15% | +1.4% |
FITB | Sell | FIFTH THIRD BANCORP | $148,268 | -17.2% | 4,519 | -19.4% | 0.14% | -15.8% |
ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $145,472 | +14.5% | 1,418 | +1.1% | 0.14% | +17.4% |
KMX | Buy | CARMAX INC | $144,370 | +48.8% | 2,371 | +62.1% | 0.14% | +51.6% |
SBUX | Sell | STARBUCKS CORP | $142,153 | -18.3% | 1,433 | -30.8% | 0.14% | -16.9% |
HPQ | Sell | HP INC | $139,885 | -16.2% | 5,206 | -22.2% | 0.14% | -15.0% |
DOCU | Buy | DOCUSIGN INC | $138,439 | +7.3% | 2,498 | +3.2% | 0.14% | +9.8% |
UJUL | INNOVATOR ETFS TRus eqt ultra bf | $133,099 | +4.0% | 5,168 | 0.0% | 0.13% | +6.6% | |
CTVA | Sell | CORTEVA INC | $132,490 | +2.7% | 2,254 | -0.0% | 0.13% | +4.9% |
MMM | Sell | 3M CO | $132,871 | -3.7% | 1,108 | -11.5% | 0.13% | -2.3% |
JBHT | Sell | HUNT J B TRANS SVCS INC | $129,200 | +9.5% | 741 | -1.7% | 0.13% | +11.5% |
DAR | New | DARLING INGREDIENTS INC | $129,123 | – | 2,063 | +100.0% | 0.13% | – |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $127,439 | -1.2% | 598 | -0.5% | 0.12% | +0.8% |
EOG | Buy | EOG RES INC | $121,878 | +38.5% | 941 | +19.6% | 0.12% | +41.7% |
WM | WASTE MGMT INC DEL | $120,483 | -2.0% | 768 | 0.0% | 0.12% | -0.8% | |
SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $115,786 | +10.3% | 1,812 | 0.0% | 0.11% | +13.0% | |
CMCSA | Buy | COMCAST CORP NEWcl a | $111,519 | +21.2% | 3,189 | +1.2% | 0.11% | +23.9% |
TMUS | Buy | T-MOBILE US INC | $109,480 | +4.3% | 782 | +0.4% | 0.11% | +7.0% |
VIPS | Buy | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $108,478 | +287.4% | 7,953 | +136.6% | 0.11% | +292.6% |
SPGI | Buy | S&P GLOBAL INC | $107,180 | +16.5% | 320 | +6.0% | 0.10% | +18.2% |
GM | GENERAL MTRS CO | $105,495 | +4.5% | 3,136 | 0.0% | 0.10% | +7.3% | |
DIS | Sell | DISNEY WALT CO | $105,906 | -8.7% | 1,219 | -1.3% | 0.10% | -7.2% |
BMAY | INNOVATOR ETFS TRus eqty bufr mar | $104,810 | +5.9% | 3,613 | 0.0% | 0.10% | +7.4% | |
FJUL | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $101,197 | +5.4% | 2,950 | 0.0% | 0.10% | +7.6% | |
JANZ | LISTED FD TRtrueshares strcd | $101,258 | +6.6% | 3,937 | 0.0% | 0.10% | +8.8% | |
L | Buy | LOEWS CORP | $101,144 | +26.4% | 1,734 | +8.0% | 0.10% | +28.9% |
LLY | LILLY ELI & CO | $99,874 | +13.5% | 273 | 0.0% | 0.10% | +15.5% | |
DD | Buy | DUPONT DE NEMOURS INC | $99,650 | +44.4% | 1,452 | +5.8% | 0.10% | +47.0% |
GFL | Buy | GFL ENVIRONMENTAL INC | $98,388 | +26.1% | 3,366 | +8.9% | 0.10% | +28.0% |
DWX | Buy | SPDR INDEX SHS FDSs&p intl etf | $98,026 | +18.1% | 3,033 | +4.7% | 0.10% | +20.3% |
New | COINBASE GLOBAL INCnote 0.500% 6/0 | $97,716 | – | 173,000 | +100.0% | 0.10% | – | |
DGRO | New | ISHARES TRcore div grwth | $97,250 | – | 1,945 | +100.0% | 0.10% | – |
EMB | ISHARES TRjpmorgan usd emg | $97,038 | +6.6% | 1,147 | 0.0% | 0.09% | +8.0% | |
FCX | FREEPORT-MCMORAN INCcl b | $95,000 | +39.7% | 2,500 | 0.0% | 0.09% | +43.1% | |
UL | Sell | UNILEVER PLCspon adr new | $93,097 | +13.5% | 1,849 | -1.4% | 0.09% | +16.7% |
ENB | Buy | ENBRIDGE INC | $93,957 | +23.6% | 2,403 | +17.2% | 0.09% | +24.7% |
PFEB | INNOVATOR ETFS TRus eqty pwr buf | $89,971 | +7.1% | 3,168 | 0.0% | 0.09% | +10.0% | |
OCTZ | LISTED FD TRtrueshares oct | $90,344 | +5.1% | 3,098 | 0.0% | 0.09% | +7.3% | |
USMV | New | ISHARES TRmsci usa min vol | $89,115 | – | 1,236 | +100.0% | 0.09% | – |
JNK | Sell | SPDR SER TRbloomberg high y | $84,702 | -12.7% | 941 | -14.5% | 0.08% | -11.8% |
SHW | SHERWIN WILLIAMS CO | $84,489 | +15.7% | 356 | 0.0% | 0.08% | +17.1% | |
CB | CHUBB LIMITED | $83,607 | +21.2% | 379 | 0.0% | 0.08% | +22.7% | |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $81,839 | +6.3% | 2,483 | -0.4% | 0.08% | +8.1% |
SYY | Buy | SYSCO CORP | $80,775 | +20.6% | 1,057 | +11.9% | 0.08% | +23.4% |
OII | New | OCEANEERING INTL INC | $79,946 | – | 4,571 | +100.0% | 0.08% | – |
GII | Buy | SPDR INDEX SHS FDSs&p gblinf etf | $78,996 | +9.7% | 1,507 | +0.1% | 0.08% | +11.6% |
VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $79,279 | +18.3% | 1,232 | +5.7% | 0.08% | +20.3% |
AGG | Buy | ISHARES TRcore us aggbd et | $78,173 | +69.9% | 806 | +69.3% | 0.08% | +72.7% |
SPEU | Buy | SPDR INDEX SHS FDSportflo eurp etf | $77,254 | +166.4% | 2,227 | +124.7% | 0.08% | +167.9% |
ITW | Sell | ILLINOIS TOOL WKS INC | $76,223 | -53.5% | 346 | -61.9% | 0.07% | -52.9% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $76,196 | +12.1% | 1,694 | +4.3% | 0.07% | +13.8% |
ISTB | Sell | ISHARES TRcore 1 5 yr usd | $74,071 | +0.1% | 1,595 | -1.0% | 0.07% | +1.4% |
FSEP | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $72,663 | +5.3% | 2,171 | 0.0% | 0.07% | +7.6% | |
EQC | Sell | EQUITY COMWLTH | $71,663 | +0.9% | 2,870 | -2.0% | 0.07% | +2.9% |
RF | REGIONS FINANCIAL CORP NEW | $70,716 | +7.1% | 3,280 | 0.0% | 0.07% | +9.5% | |
EFAV | New | ISHARES TRmsci eafe min vl | $71,088 | – | 1,118 | +100.0% | 0.07% | – |
VAL | New | VALARIS LIMITEDcl a | $71,136 | – | 1,052 | +100.0% | 0.07% | – |
DOW | Sell | DOW INC | $71,029 | -63.9% | 1,410 | -68.6% | 0.07% | -63.3% |
HP | New | HELMERICH & PAYNE INC | $69,398 | – | 1,400 | +100.0% | 0.07% | – |
TXN | Buy | TEXAS INSTRS INC | $69,928 | +62.6% | 423 | +50.5% | 0.07% | +65.9% |
LQD | ISHARES TRiboxx inv cp etf | $68,318 | +3.5% | 648 | 0.0% | 0.07% | +6.3% | |
YUM | YUM BRANDS INC | $69,163 | +21.3% | 540 | 0.0% | 0.07% | +24.1% | |
MODN | Sell | MODEL N INC | $67,410 | -11.3% | 1,662 | -25.1% | 0.07% | -9.6% |
FUN | New | CEDAR FAIR L Pdepositry unit | $67,094 | – | 1,623 | +100.0% | 0.06% | – |
INGR | Sell | INGREDION INC | $65,025 | +18.2% | 664 | -2.6% | 0.06% | +18.9% |
OCSL | New | OAKTREE SPECIALTY LENDING CO | $64,186 | – | 9,343 | +100.0% | 0.06% | – |
PFGC | New | PERFORMANCE FOOD GROUP CO | $62,652 | – | 1,073 | +100.0% | 0.06% | – |
ATVI | Buy | ACTIVISION BLIZZARD INC | $62,541 | +115.7% | 817 | +106.3% | 0.06% | +117.9% |
CPRT | Buy | COPART INC | $62,716 | +30.7% | 1,030 | +128.4% | 0.06% | +32.6% |
DHT | New | DHT HOLDINGS INC | $62,160 | – | 7,000 | +100.0% | 0.06% | – |
TENB | New | TENABLE HLDGS INC | $62,184 | – | 1,630 | +100.0% | 0.06% | – |
BKNG | Buy | BOOKING HOLDINGS INC | $62,473 | +30.2% | 31 | +6.9% | 0.06% | +32.6% |
FAF | Buy | FIRST AMERN FINL CORP | $62,389 | +22.3% | 1,192 | +8.0% | 0.06% | +24.5% |
FB | Sell | META PLATFORMS INCcl a | $61,854 | -88.3% | 514 | -86.8% | 0.06% | -88.1% |
COST | COSTCO WHSL CORP NEW | $61,627 | -3.7% | 135 | 0.0% | 0.06% | -1.6% | |
SPMD | SPDR SER TRportfolio s&p400 | $61,625 | +10.0% | 1,450 | 0.0% | 0.06% | +11.1% | |
OOMA | New | OOMA INC | $61,426 | – | 4,510 | +100.0% | 0.06% | – |
BAPR | INNOVATOR ETFS TRus eqt bufr apr | $60,475 | +6.1% | 1,949 | 0.0% | 0.06% | +9.3% | |
EEM | Sell | ISHARES TRmsci emg mkt etf | $60,564 | -24.3% | 1,598 | -30.5% | 0.06% | -22.4% |
H | New | HYATT HOTELS CORP | $59,516 | – | 658 | +100.0% | 0.06% | – |
JBI | New | JANUS INTERNATIONAL GROUP IN | $59,338 | – | 6,233 | +100.0% | 0.06% | – |
VNLA | JANUS DETROIT STR TRhendrsn shrt etf | $59,866 | -1.9% | 1,263 | 0.0% | 0.06% | 0.0% | |
FICO | New | FAIR ISAAC CORP | $59,259 | – | 99 | +100.0% | 0.06% | – |
ECL | ECOLAB INC | $59,679 | +1.2% | 410 | 0.0% | 0.06% | +3.6% | |
TSN | Sell | TYSON FOODS INCcl a | $58,888 | -10.8% | 946 | -6.0% | 0.06% | -9.5% |
HASI | New | HANNON ARMSTRONG SUST INFR C | $58,568 | – | 2,021 | +100.0% | 0.06% | – |
MDT | Buy | MEDTRONIC PLC | $58,134 | +7.7% | 748 | +11.8% | 0.06% | +9.6% |
GD | Sell | GENERAL DYNAMICS CORP | $56,072 | +12.1% | 226 | -3.8% | 0.06% | +14.6% |
GDX | Buy | VANECK ETF TRUSTgold miners etf | $56,861 | +18.5% | 1,984 | +0.1% | 0.06% | +19.6% |
MLM | MARTIN MARIETTA MATLS INC | $55,089 | +3.9% | 163 | 0.0% | 0.05% | +5.9% | |
DAL | Sell | DELTA AIR LINES INC DEL | $54,416 | -1.1% | 1,656 | -15.3% | 0.05% | 0.0% |
ABBV | Buy | ABBVIE INC | $52,127 | +206.6% | 323 | +152.3% | 0.05% | +218.8% |
ISRG | INTUITIVE SURGICAL INC | $51,743 | +39.8% | 195 | 0.0% | 0.05% | +42.9% | |
D | Sell | DOMINION ENERGY INC | $50,956 | -13.6% | 831 | -2.8% | 0.05% | -10.7% |
AMT | Buy | AMERICAN TOWER CORP NEW | $50,422 | +12.0% | 238 | +14.4% | 0.05% | +14.0% |
PHM | PULTE GROUP INC | $50,174 | +22.4% | 1,102 | 0.0% | 0.05% | +25.6% | |
ROP | ROPER TECHNOLOGIES INC | $49,690 | +21.2% | 115 | 0.0% | 0.05% | +23.1% | |
IGSB | Sell | ISHARES TR | $49,421 | -5.0% | 992 | -5.7% | 0.05% | -4.0% |
EQIX | Buy | EQUINIX INC | $48,472 | +38.5% | 74 | +19.4% | 0.05% | +42.4% |
CCI | Buy | CROWN CASTLE INC | $47,880 | +4.1% | 353 | +12.1% | 0.05% | +6.8% |
UMAY | Sell | INNOVATOR ETFS TRus eqt ultra bf | $46,886 | +1.9% | 1,794 | -0.4% | 0.05% | +4.5% |
PSK | Buy | SPDR SER TRice pfd sec etf | $46,834 | -4.4% | 1,427 | +2.4% | 0.05% | -2.1% |
DSEP | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $47,446 | +5.4% | 1,548 | 0.0% | 0.05% | +7.0% | |
KBWY | Buy | INVESCO EXCH TRADED FD TR IIkbw prem yield | $46,600 | +3.6% | 2,391 | +0.7% | 0.04% | +4.7% |
SPLB | Buy | SPDR SER TRportfolio ln cor | $46,718 | +8.6% | 2,081 | +6.2% | 0.04% | +9.8% |
MDXG | MIMEDX GROUP INC | $44,952 | -2.3% | 16,170 | 0.0% | 0.04% | 0.0% | |
MO | Buy | ALTRIA GROUP INC | $44,599 | +112.4% | 976 | +89.9% | 0.04% | +115.0% |
RCL | ROYAL CARIBBEAN GROUP | $44,338 | +30.4% | 897 | 0.0% | 0.04% | +34.4% | |
PANW | PALO ALTO NETWORKS INC | $42,699 | -14.6% | 306 | 0.0% | 0.04% | -12.5% | |
REGN | REGENERON PHARMACEUTICALS | $42,567 | +3.8% | 59 | 0.0% | 0.04% | +5.1% | |
OPK | OPKO HEALTH INC | $41,813 | -33.6% | 33,451 | 0.0% | 0.04% | -31.7% | |
SPIP | Sell | SPDR SER TRportfli tips etf | $40,649 | +1.6% | 1,578 | -0.1% | 0.04% | +5.3% |
SPSM | Sell | SPDR SER TRportfolio s&p600 | $41,295 | -57.9% | 1,117 | -61.3% | 0.04% | -57.4% |
SDCI | Buy | USCF ETF TRsummerhaven k1 | $41,529 | -16.9% | 2,280 | +0.1% | 0.04% | -16.7% |
ORCL | ORACLE CORP | $39,725 | +32.4% | 486 | 0.0% | 0.04% | +34.5% | |
CTAS | CINTAS CORP | $40,194 | +14.8% | 89 | 0.0% | 0.04% | +18.2% | |
TIGR | New | UP FINTECH HLDG LTDsponsored ads | $39,859 | – | 11,689 | +100.0% | 0.04% | – |
PJUL | INNOVATOR ETFS TRus eqty pwr buf | $40,122 | +5.6% | 1,329 | 0.0% | 0.04% | +8.3% | |
RIVIAN AUTOMOTIVE INC | $39,403 | -43.7% | 2,138 | 0.0% | 0.04% | -43.3% | ||
C | CITIGROUP INC | $39,123 | +8.7% | 865 | 0.0% | 0.04% | +11.8% | |
OUNZ | Buy | VANECK MERK GOLD TRgold trust | $38,175 | +9.1% | 2,158 | +0.1% | 0.04% | +12.1% |
BX | Buy | BLACKSTONE INC | $37,911 | -7.5% | 511 | +3.4% | 0.04% | -5.1% |
COIN | Buy | COINBASE GLOBAL INC | $36,664 | +1733.2% | 1,036 | +2777.8% | 0.04% | +1700.0% |
KBWD | INVESCO EXCH TRADED FD TR IIkbw hig dv yld | $37,194 | +6.3% | 2,503 | 0.0% | 0.04% | +9.1% | |
DHR | Sell | DANAHER CORPORATION | $36,627 | -22.1% | 138 | -23.8% | 0.04% | -20.0% |
WH | Buy | WYNDHAM HOTELS & RESORTS INC | $35,655 | +32.1% | 500 | +11.6% | 0.04% | +34.6% |
VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $35,229 | +13.6% | 232 | 0.0% | 0.03% | +13.3% | |
USO | UNITED STS OIL FD LPunits | $34,494 | +7.8% | 492 | 0.0% | 0.03% | +9.7% | |
MBB | Sell | ISHARES TRmbs etf | $34,039 | -5.4% | 367 | -5.4% | 0.03% | -2.9% |
CMG | CHIPOTLE MEXICAN GRILL INC | $33,299 | -7.5% | 24 | 0.0% | 0.03% | -5.9% | |
FISV | Buy | FISERV INC | $31,432 | +109.5% | 311 | +96.8% | 0.03% | +121.4% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $31,524 | +8.7% | 704 | +0.6% | 0.03% | +10.7% |
GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $31,498 | +16.7% | 1,071 | +2.4% | 0.03% | +19.2% |
CWB | Buy | SPDR SER TRbbg conv sec etf | $29,274 | +8.4% | 455 | +5.6% | 0.03% | +11.5% |
TYL | Sell | TYLER TECHNOLOGIES INC | $29,984 | -23.1% | 93 | -17.0% | 0.03% | -21.6% |
BRO | Sell | BROWN & BROWN INC | $29,624 | -35.6% | 520 | -32.0% | 0.03% | -34.1% |
CVS | Buy | CVS HEALTH CORP | $29,678 | +229.8% | 318 | +227.8% | 0.03% | +222.2% |
YUMC | YUM CHINA HLDGS INC | $29,511 | +13.5% | 540 | 0.0% | 0.03% | +16.0% | |
VTI | VANGUARD INDEX FDStotal stk mkt | $28,678 | +6.2% | 150 | 0.0% | 0.03% | +7.7% | |
FBCG | FIDELITY COVINGTON TRUSTblue chip grwth | $28,513 | -1.7% | 1,352 | 0.0% | 0.03% | 0.0% | |
CSGP | Buy | COSTAR GROUP INC | $28,439 | +89.6% | 368 | +72.8% | 0.03% | +100.0% |
SPTI | Sell | SPDR SER TRportfli intrmdit | $29,171 | -58.3% | 1,033 | -58.2% | 0.03% | -58.2% |
IHI | New | ISHARES TRu.s. med dvc etf | $27,441 | – | 522 | +100.0% | 0.03% | – |
PFF | ISHARES TRpfd and incm sec | $28,145 | -2.9% | 922 | 0.0% | 0.03% | -3.6% | |
IDXX | IDEXX LABS INC | $28,149 | +28.0% | 69 | 0.0% | 0.03% | +28.6% | |
BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $26,717 | +167.2% | 445 | +105.1% | 0.03% | +160.0% |
NVMZ | LISTED FD TRtrueshares nov | $25,255 | +5.2% | 840 | 0.0% | 0.02% | +8.7% | |
IWY | New | ISHARES TRrus tp200 gr etf | $25,190 | – | 209 | +100.0% | 0.02% | – |
CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $25,232 | -43.9% | 200 | -50.0% | 0.02% | -41.9% |
MTN | VAIL RESORTS INC | $23,835 | +8.3% | 100 | 0.0% | 0.02% | +9.5% | |
DLTR | Buy | DOLLAR TREE INC | $23,337 | +94.5% | 165 | +94.1% | 0.02% | +109.1% |
GPC | Buy | GENUINE PARTS CO | $22,225 | +217.5% | 128 | +190.9% | 0.02% | +214.3% |
LUV | SOUTHWEST AIRLS CO | $22,592 | +7.6% | 671 | 0.0% | 0.02% | +10.0% | |
FMX | Buy | FOMENTO ECONOMICO MEXICANO Sspon adr units | $22,264 | +147.4% | 285 | +100.7% | 0.02% | +144.4% |
SPIB | SPDR SER TRportfolio intrmd | $22,822 | +3.7% | 717 | 0.0% | 0.02% | +4.8% | |
XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $22,213 | – | 295 | +100.0% | 0.02% | – |
OGE | New | OGE ENERGY CORP | $21,673 | – | 548 | +100.0% | 0.02% | – |
GNL | GLOBAL NET LEASE INC | $21,369 | +18.7% | 1,700 | 0.0% | 0.02% | +23.5% | |
KNSL | KINSALE CAP GROUP INC | $21,967 | +4.6% | 84 | 0.0% | 0.02% | +5.0% | |
VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $21,403 | +1.9% | 366 | 0.0% | 0.02% | +5.0% | |
IJS | ISHARES TRsp smcp600vl etf | $21,183 | +11.5% | 232 | 0.0% | 0.02% | +16.7% | |
AMJ | JPMORGAN CHASE & COalerian ml etn | $20,749 | +9.2% | 954 | 0.0% | 0.02% | +11.1% | |
AFIN | Buy | THE NECESSITY RETAIL REIT IN | $20,450 | +2.2% | 3,449 | +1.6% | 0.02% | +5.3% |
IEI | New | ISHARES TR3 7 yr treas bd | $21,024 | – | 183 | +100.0% | 0.02% | – |
IVZ | New | INVESCO LTD | $20,202 | – | 1,123 | +100.0% | 0.02% | – |
Buy | GENERAL ELECTRIC CO | $21,031 | +320.6% | 251 | +217.7% | 0.02% | +300.0% | |
IVW | ISHARES TRs&p 500 grwt etf | $19,890 | -0.6% | 340 | 0.0% | 0.02% | 0.0% | |
MCK | Buy | MCKESSON CORP | $18,380 | +129.8% | 49 | +113.0% | 0.02% | +125.0% |
BND | VANGUARD BD INDEX FDStotal bnd mrkt | $18,462 | +2.6% | 257 | 0.0% | 0.02% | +5.9% | |
XLK | SELECT SECTOR SPDR TRtechnology | $18,541 | +3.0% | 149 | 0.0% | 0.02% | +5.9% | |
CADENCE BANK | $18,815 | -1.0% | 763 | 0.0% | 0.02% | 0.0% | ||
New | SHELL PLCspon ads | $18,622 | – | 327 | +100.0% | 0.02% | – | |
BJUL | Sell | INNOVATOR ETFS TRus eqty bufr jul | $18,546 | -53.6% | 600 | -55.8% | 0.02% | -52.6% |
MKL | New | MARKEL CORP | $17,127 | – | 13 | +100.0% | 0.02% | – |
EEMV | New | ISHARES INCmsci emerg mrkt | $17,188 | – | 324 | +100.0% | 0.02% | – |
ULTA | ULTA BEAUTY INC | $17,824 | +18.8% | 38 | 0.0% | 0.02% | +21.4% | |
SDY | Buy | SPDR SER TRs&p divid etf | $17,906 | +155.8% | 143 | +116.7% | 0.02% | +142.9% |
SBAC | SBA COMMUNICATIONS CORP NEWcl a | $15,977 | -0.1% | 57 | 0.0% | 0.02% | +6.7% | |
HON | HONEYWELL INTL INC | $16,715 | +28.6% | 78 | 0.0% | 0.02% | +33.3% | |
SLQD | ISHARES TR0-5yr invt gr cp | $16,224 | +1.4% | 339 | 0.0% | 0.02% | +6.7% | |
VOX | VANGUARD WORLD FDS | $16,943 | -0.3% | 206 | 0.0% | 0.02% | 0.0% | |
JLL | Sell | JONES LANG LASALLE INC | $15,777 | +5.2% | 99 | -1.0% | 0.02% | +7.1% |
DIVZ | LISTED FD TRtrueshares lw vo | $15,579 | +11.3% | 538 | 0.0% | 0.02% | +15.4% | |
KMI | KINDER MORGAN INC DEL | $15,422 | +10.2% | 853 | 0.0% | 0.02% | +15.4% | |
DVN | Sell | DEVON ENERGY CORP NEW | $14,823 | -7.4% | 241 | -10.4% | 0.01% | -6.7% |
PNC | PNC FINL SVCS GROUP INC | $14,214 | +9.3% | 90 | 0.0% | 0.01% | +16.7% | |
IXN | ISHARES TRglobal tech etf | $14,524 | +3.7% | 324 | 0.0% | 0.01% | +7.7% | |
STLA | STELLANTIS N.V | $14,824 | +23.5% | 1,044 | 0.0% | 0.01% | +27.3% | |
QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $14,614 | +265.4% | 919 | +252.1% | 0.01% | +250.0% |
ASHR | DBX ETF TRxtrack hrvst csi | $14,010 | +0.1% | 500 | 0.0% | 0.01% | +7.7% | |
STWD | STARWOOD PPTY TR INC | $14,095 | +0.7% | 769 | 0.0% | 0.01% | +7.7% | |
NLOK | NORTONLIFELOCK INC | $13,993 | +7.6% | 653 | 0.0% | 0.01% | +16.7% | |
XOP | SPDR SER TRs&p oilgas exp | $14,675 | +12.9% | 108 | 0.0% | 0.01% | +16.7% | |
OKE | Buy | ONEOK INC NEW | $14,401 | +620.0% | 219 | +409.3% | 0.01% | +600.0% |
MUR | MURPHY OIL CORP | $12,903 | +17.3% | 300 | 0.0% | 0.01% | +18.2% | |
FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $13,567 | -24.6% | 554 | -23.6% | 0.01% | -23.5% |
LMT | Buy | LOCKHEED MARTIN CORP | $13,135 | +64.2% | 27 | +22.7% | 0.01% | +62.5% |
LNC | Sell | LINCOLN NATL CORP IND | $13,793 | -62.7% | 449 | -47.1% | 0.01% | -62.9% |
AVGO | Buy | BROADCOM INC | $13,597 | +579.8% | 24 | +500.0% | 0.01% | +550.0% |
CG | CARLYLE GROUP INC | $12,890 | +17.2% | 432 | 0.0% | 0.01% | +18.2% | |
MAIN | Buy | MAIN STR CAP CORP | $13,038 | +1203.8% | 353 | +1038.7% | 0.01% | +1200.0% |
VTV | VANGUARD INDEX FDSvalue etf | $11,931 | +19.3% | 85 | 0.0% | 0.01% | +20.0% | |
NVDA | NVIDIA CORPORATION | $12,275 | +22.8% | 84 | 0.0% | 0.01% | +20.0% | |
EWD | ISHARES INCmsci sweden etf | $12,188 | +21.9% | 377 | 0.0% | 0.01% | +20.0% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $12,398 | +12.7% | 28 | 0.0% | 0.01% | +9.1% | |
MDIV | FIRST TR EXCHANGE-TRADED FDmulti asset di | $12,559 | +4.7% | 839 | 0.0% | 0.01% | +9.1% | |
PXD | PIONEER NAT RES CO | $12,104 | +10.0% | 53 | 0.0% | 0.01% | +9.1% | |
SCHR | New | SCHWAB STRATEGIC TRint-trm u.s tres | $12,667 | – | 257 | +100.0% | 0.01% | – |
IJR | New | ISHARES TRcore s&p scp etf | $12,397 | – | 131 | +100.0% | 0.01% | – |
LVS | LAS VEGAS SANDS CORP | $11,921 | +32.5% | 248 | 0.0% | 0.01% | +33.3% | |
HUM | HUMANA INC | $12,804 | +6.7% | 25 | 0.0% | 0.01% | +9.1% | |
INTC | INTEL CORP | $12,078 | +0.6% | 457 | 0.0% | 0.01% | +9.1% | |
UBER | UBER TECHNOLOGIES INC | $12,241 | -5.8% | 495 | 0.0% | 0.01% | 0.0% | |
ARCC | Buy | ARES CAPITAL CORP | $11,174 | +458.7% | 605 | +505.0% | 0.01% | +450.0% |
PRIM | Sell | PRIMORIS SVCS CORP | $11,408 | +3.7% | 520 | -21.9% | 0.01% | 0.0% |
AAL | AMERICAN AIRLS GROUP INC | $11,257 | +2.3% | 885 | 0.0% | 0.01% | 0.0% | |
GIS | GENERAL MLS INC | $11,403 | +14.0% | 136 | 0.0% | 0.01% | +10.0% | |
SYLD | New | CAMBRIA ETF TR | $11,333 | – | 191 | +100.0% | 0.01% | – |
UAL | UNITED AIRLS HLDGS INC | $10,895 | +21.1% | 289 | 0.0% | 0.01% | +22.2% | |
SLV | ISHARES SILVER TRishares | $10,965 | +21.8% | 498 | 0.0% | 0.01% | +22.2% | |
MPWR | Buy | MONOLITHIC PWR SYS INC | $11,315 | +61.6% | 32 | +68.4% | 0.01% | +57.1% |
QCOM | QUALCOMM INC | $11,323 | -5.6% | 103 | 0.0% | 0.01% | 0.0% | |
CCL | CARNIVAL CORP | $11,187 | +11.9% | 1,388 | 0.0% | 0.01% | +10.0% | |
BLK | BLACKROCK INC | $11,338 | +26.0% | 16 | 0.0% | 0.01% | +22.2% | |
O | Sell | REALTY INCOME CORP | $11,481 | -87.1% | 181 | -88.2% | 0.01% | -87.1% |
PAYX | Buy | PAYCHEX INC | $11,266 | +463.3% | 97 | +340.9% | 0.01% | +450.0% |
NEP | New | NEXTERA ENERGY PARTNERS LP | $11,423 | – | 163 | +100.0% | 0.01% | – |
OMAB | Buy | GRUPO AEROPORTUARIO DEL CENTspon adr | $10,698 | +114.0% | 173 | +90.1% | 0.01% | +100.0% |
JUNZ | LISTED FD TRtrueshares struc | $10,079 | +0.8% | 425 | 0.0% | 0.01% | 0.0% | |
VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $10,680 | +6.8% | 274 | 0.0% | 0.01% | 0.0% | |
MRVL | Buy | MARVELL TECHNOLOGY INC | $10,462 | +161.6% | 282 | +239.8% | 0.01% | +150.0% |
CDW | Sell | CDW CORP | $10,000 | -33.3% | 56 | -41.1% | 0.01% | -28.6% |
MRNA | MODERNA INC | $10,058 | +43.7% | 56 | 0.0% | 0.01% | +42.9% | |
IEO | Sell | ISHARES TRus oil gs ex etf | $9,936 | -29.0% | 107 | -35.9% | 0.01% | -23.1% |
KOF | Buy | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $10,114 | +152.8% | 149 | +104.1% | 0.01% | +150.0% |
FDX | FEDEX CORP | $10,392 | +15.5% | 60 | 0.0% | 0.01% | +11.1% | |
BCX | New | BLACKROCK RES & COMMODITIES | $10,347 | – | 1,038 | +100.0% | 0.01% | – |
XPH | SPDR SER TRs&p pharmac | $9,909 | -0.9% | 242 | 0.0% | 0.01% | 0.0% | |
PAC | Buy | GRUPO AEROPUERTO DEL PACIFICspon adr b | $9,635 | +140.9% | 67 | +91.4% | 0.01% | +125.0% |
PLL | PIEDMONT LITHIUM INC | $8,804 | -20.0% | 200 | 0.0% | 0.01% | -18.2% | |
ETN | EATON CORP PLC | $9,103 | +13.8% | 58 | 0.0% | 0.01% | +12.5% | |
HYEM | VANECK ETF TRUSTemerging mrkt hi | $9,359 | +4.0% | 514 | 0.0% | 0.01% | 0.0% | |
KMB | New | KIMBERLY-CLARK CORP | $8,940 | – | 66 | +100.0% | 0.01% | – |
SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $9,730 | – | 222 | +100.0% | 0.01% | – |
VNQ | VANGUARD INDEX FDSreal estate etf | $8,800 | -2.2% | 107 | 0.0% | 0.01% | 0.0% | |
CHPT | CHARGEPOINT HOLDINGS INC | $9,530 | -36.5% | 1,000 | 0.0% | 0.01% | -35.7% | |
ABEV | Buy | AMBEV SAsponsored adr | $9,528 | +90.6% | 3,503 | +96.0% | 0.01% | +80.0% |
NDAQ | NASDAQ INC | $9,754 | +8.4% | 159 | 0.0% | 0.01% | 0.0% | |
XBI | SPDR SER TRs&p biotech | $9,213 | +2.4% | 111 | 0.0% | 0.01% | 0.0% | |
SWK | New | STANLEY BLACK & DECKER INC | $8,488 | – | 113 | +100.0% | 0.01% | – |
CLF | Sell | CLEVELAND-CLIFFS INC NEW | $8,055 | +0.7% | 500 | -16.7% | 0.01% | 0.0% |
ITB | ISHARES TRus home cons etf | $8,484 | +21.2% | 140 | 0.0% | 0.01% | +14.3% | |
EXI | ISHARES TRglob indstrl etf | $7,773 | +11.0% | 73 | 0.0% | 0.01% | +14.3% | |
AI | C3 AI INCcl a | $8,672 | -13.3% | 775 | 0.0% | 0.01% | -20.0% | |
ARCO | ARCOS DORADOS HOLDINGS INC | $8,577 | +22.5% | 1,026 | 0.0% | 0.01% | +14.3% | |
MTZ | MASTEC INC | $8,533 | +42.2% | 100 | 0.0% | 0.01% | +33.3% | |
IGV | New | ISHARES TRexpanded tech | $8,698 | – | 34 | +100.0% | 0.01% | – |
LIT | GLOBAL X FDSlithium btry etf | $8,322 | -7.5% | 142 | 0.0% | 0.01% | -11.1% | |
MMTM | Buy | SPDR SER TRs&p1500momtilt | $8,023 | +33.7% | 48 | +17.1% | 0.01% | +33.3% |
VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $8,142 | +16.3% | 194 | 0.0% | 0.01% | +14.3% | |
BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $8,632 | -4.1% | 182 | 0.0% | 0.01% | -11.1% | |
GWW | New | GRAINGER W W INC | $7,756 | – | 14 | +100.0% | 0.01% | – |
VMW | VMWARE INC | $8,593 | +22.8% | 70 | 0.0% | 0.01% | +14.3% | |
RCMT | RCM TECHNOLOGIES INC | $8,514 | -29.0% | 690 | 0.0% | 0.01% | -27.3% | |
NWBI | New | NORTHWEST BANCSHARES INC MD | $8,489 | – | 607 | +100.0% | 0.01% | – |
NXST | New | NEXSTAR MEDIA GROUP INC | $8,401 | – | 48 | +100.0% | 0.01% | – |
EMR | New | EMERSON ELEC CO | $7,582 | – | 79 | +100.0% | 0.01% | – |
PSX | PHILLIPS 66 | $7,285 | +21.4% | 70 | 0.0% | 0.01% | +16.7% | |
LEG | Buy | LEGGETT & PLATT INC | $7,282 | +628.2% | 226 | +494.7% | 0.01% | +600.0% |
ES | EVERSOURCE ENERGY | $6,791 | +13.2% | 81 | 0.0% | 0.01% | +16.7% | |
MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $6,690 | – | 133 | +100.0% | 0.01% | – |
TDG | New | TRANSDIGM GROUP INC | $7,555 | – | 12 | +100.0% | 0.01% | – |
BCE | BCE INC | $7,427 | +6.1% | 169 | 0.0% | 0.01% | 0.0% | |
BXMT | BLACKSTONE MTG TR INC | $6,774 | -3.2% | 320 | 0.0% | 0.01% | 0.0% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $7,302 | +4.3% | 54 | 0.0% | 0.01% | 0.0% | |
PRU | New | PRUDENTIAL FINL INC | $6,744 | – | 68 | +100.0% | 0.01% | – |
LPLA | New | LPL FINL HLDGS INC | $7,133 | – | 33 | +100.0% | 0.01% | – |
LTC | Sell | LTC PPTYS INC | $6,787 | -88.3% | 191 | -87.7% | 0.01% | -87.3% |
NVS | Sell | NOVARTIS AGsponsored adr | $6,985 | -46.3% | 77 | -56.5% | 0.01% | -41.7% |
WFC | WELLS FARGO CO NEW | $6,936 | -0.9% | 168 | 0.0% | 0.01% | 0.0% | |
UJAN | INNOVATOR ETFS TRus eqt ultra bf | $7,130 | +1.9% | 240 | 0.0% | 0.01% | 0.0% | |
MPW | Buy | MEDICAL PPTYS TRUST INC | $7,289 | +628.9% | 654 | +567.3% | 0.01% | +600.0% |
MJ | ETF MANAGERS TRetfmg altr hrvst | $6,896 | -1.5% | 1,619 | 0.0% | 0.01% | 0.0% | |
MAR | MARRIOTT INTL INC NEWcl a | $7,444 | +6.3% | 50 | 0.0% | 0.01% | 0.0% | |
EMLC | VANECK ETF TRUSTjp mrgan em loc | $7,244 | +3.5% | 299 | 0.0% | 0.01% | 0.0% | |
IHF | ISHARES TRus hlthcr pr etf | $5,889 | -1.8% | 22 | 0.0% | 0.01% | 0.0% | |
OIH | VANECK ETF TRUSToil services etf | $6,081 | +52.0% | 20 | 0.0% | 0.01% | +50.0% | |
BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $5,851 | -2.5% | 285 | -4.0% | 0.01% | 0.0% |
FPX | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $6,058 | +1.0% | 77 | 0.0% | 0.01% | 0.0% | |
EZU | ISHARES INCmsci eurzone etf | $6,316 | +26.3% | 160 | 0.0% | 0.01% | +20.0% | |
UTG | New | REAVES UTIL INCOME FD | $5,767 | – | 204 | +100.0% | 0.01% | – |
AWH | ASPIRA WOMENS HEALTH INC | $6,568 | -6.2% | 19,750 | 0.0% | 0.01% | -14.3% | |
AON | AON PLC | $6,002 | +20.0% | 20 | 0.0% | 0.01% | +20.0% | |
DEO | DIAGEO PLCspon adr new | $6,236 | +3.9% | 35 | 0.0% | 0.01% | 0.0% | |
CFG | CITIZENS FINL GROUP INC | $5,748 | +15.0% | 146 | 0.0% | 0.01% | +20.0% | |
BIIB | BIOGEN INC | $6,369 | +6.2% | 23 | 0.0% | 0.01% | 0.0% | |
JXI | ISHARES TRglob utilits etf | $6,498 | +8.3% | 108 | 0.0% | 0.01% | 0.0% | |
TFC | TRUIST FINL CORP | $5,679 | -5.4% | 132 | 0.0% | 0.01% | 0.0% | |
KXI | ISHARES TRglb cnsm stp etf | $6,202 | +3.4% | 104 | 0.0% | 0.01% | 0.0% | |
DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $5,845 | +16.9% | 133 | 0.0% | 0.01% | +20.0% | |
WMB | New | WILLIAMS COS INC | $6,529 | – | 198 | +100.0% | 0.01% | – |
ICLR | ICON PLC | $5,244 | +4.9% | 27 | 0.0% | 0.01% | 0.0% | |
MLSS | MILESTONE SCIENTIFIC INC | $5,640 | -37.3% | 11,750 | 0.0% | 0.01% | -44.4% | |
OMC | OMNICOM GROUP INC | $5,383 | +34.6% | 66 | 0.0% | 0.01% | +25.0% | |
PH | PARKER-HANNIFIN CORP | $4,656 | +16.4% | 16 | 0.0% | 0.01% | +25.0% | |
RL | RALPH LAUREN CORPcl a | $4,755 | +18.9% | 45 | 0.0% | 0.01% | +25.0% | |
RHI | Sell | ROBERT HALF INTL INC | $5,315 | -66.8% | 72 | -66.5% | 0.01% | -66.7% |
PBP | INVESCO EXCHANGE TRADED FD Ts&p500 buy wrt | $5,150 | +3.0% | 256 | 0.0% | 0.01% | 0.0% | |
ARCHER AVIATION INC | $5,610 | -29.9% | 3,000 | 0.0% | 0.01% | -37.5% | ||
HAS | New | HASBRO INC | $5,568 | – | 91 | +100.0% | 0.01% | – |
ESOA | ENERGY SVCS ACQUISITION CORP | $5,146 | -14.2% | 2,000 | 0.0% | 0.01% | -16.7% | |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $5,556 | +11.1% | 74 | +1.4% | 0.01% | 0.0% |
EBAY | EBAY INC. | $5,142 | +2.8% | 124 | 0.0% | 0.01% | 0.0% | |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $4,844 | +21.1% | 55 | 0.0% | 0.01% | +25.0% | |
DLR | New | DIGITAL RLTY TR INC | $5,423 | – | 54 | +100.0% | 0.01% | – |
CLX | New | CLOROX CO DEL | $5,283 | – | 38 | +100.0% | 0.01% | – |
RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $4,008 | -99.3% | 98 | -99.3% | 0.00% | -99.2% |
HBAN | HUNTINGTON BANCSHARES INC | $3,764 | -5.9% | 267 | 0.0% | 0.00% | 0.0% | |
EWL | ISHARES INCmsci switzerland | $3,689 | +23.0% | 88 | 0.0% | 0.00% | +33.3% | |
SCCO | New | SOUTHERN COPPER CORP | $3,888 | – | 64 | +100.0% | 0.00% | – |
VTRS | Buy | VIATRIS INC | $3,979 | +32.6% | 358 | +8.2% | 0.00% | +33.3% |
PPG | PPG INDS INC | $4,149 | +3.7% | 33 | 0.0% | 0.00% | 0.0% | |
STAG | New | STAG INDL INC | $4,328 | – | 134 | +100.0% | 0.00% | – |
IDV | ISHARES TRintl sel div etf | $3,693 | +23.1% | 136 | 0.0% | 0.00% | +33.3% | |
AAP | ADVANCE AUTO PARTS INC | $4,116 | +2.9% | 28 | 0.0% | 0.00% | 0.0% | |
QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $4,435 | +10.9% | 94 | +34.3% | 0.00% | 0.0% |
RXI | ISHARES TRglb cns disc etf | $3,653 | -8.7% | 29 | 0.0% | 0.00% | 0.0% | |
TFSL | New | TFS FINL CORP | $3,730 | – | 259 | +100.0% | 0.00% | – |
MGA | MAGNA INTL INC | $4,213 | +5.3% | 75 | 0.0% | 0.00% | 0.0% | |
NRZ | New | RITHM CAPITAL CORP | $3,923 | – | 480 | +100.0% | 0.00% | – |
BSV | VANGUARD BD INDEX FDSshort trm bond | $4,516 | +12.9% | 60 | 0.0% | 0.00% | 0.0% | |
AJG | GALLAGHER ARTHUR J & CO | $3,959 | -1.0% | 21 | 0.0% | 0.00% | 0.0% | |
IBB | ISHARES TRishares biotech | $3,676 | +22.5% | 28 | 0.0% | 0.00% | +33.3% | |
MSP RECOVERY INCw exp 05/23/202 | $3,750 | +25.0% | 2,500 | 0.0% | 0.00% | +33.3% | ||
SEAS | SEAWORLD ENTMT INC | $4,280 | +7.0% | 80 | 0.0% | 0.00% | 0.0% | |
PDEC | INNOVATOR ETFS TRus eqty pwr buf | $3,706 | -7.4% | 124 | 0.0% | 0.00% | 0.0% | |
NCLH | NORWEGIAN CRUISE LINE HLDG L | $3,304 | +10.1% | 270 | 0.0% | 0.00% | 0.0% | |
XLB | SELECT SECTOR SPDR TRsbi materials | $3,495 | +16.5% | 45 | 0.0% | 0.00% | 0.0% | |
XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $3,525 | -95.6% | 50 | -96.0% | 0.00% | -96.1% |
MELI | MERCADOLIBRE INC | $3,384 | +12.8% | 4 | 0.0% | 0.00% | 0.0% | |
NVG | New | NUVEEN AMT FREE MUN CR INC F | $3,176 | – | 262 | +100.0% | 0.00% | – |
IYT | ISHARES TRus trsprtion | $3,203 | +6.8% | 15 | 0.0% | 0.00% | 0.0% | |
FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $3,582 | +79.1% | 98 | +58.1% | 0.00% | +50.0% |
IGLB | ISHARES TR10+ yr invst grd | $3,236 | +7.9% | 65 | 0.0% | 0.00% | 0.0% | |
SAMSARA INC | $2,585 | -13.8% | 208 | 0.0% | 0.00% | 0.0% | ||
ADNT | ADIENT PLC | $2,948 | +47.4% | 85 | 0.0% | 0.00% | +50.0% | |
DG | Buy | DOLLAR GEN CORP NEW | $3,201 | +220.1% | 13 | +116.7% | 0.00% | +200.0% |
SAP | SAP SEspon adr | $3,095 | +54.8% | 30 | 0.0% | 0.00% | +50.0% | |
DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $3,419 | +14.0% | 10 | 0.0% | 0.00% | 0.0% | |
EUM | PROSHARES TR | $3,269 | -18.3% | 214 | 0.0% | 0.00% | -25.0% | |
IPO | RENAISSANCE CAP GREENWICH FDipo etf | $3,584 | -10.4% | 145 | 0.0% | 0.00% | -25.0% | |
HAL | HALLIBURTON CO | $3,069 | +53.4% | 78 | 0.0% | 0.00% | +50.0% | |
AAXJ | Sell | ISHARES TRmsci ac asia etf | $2,721 | -54.6% | 42 | -62.2% | 0.00% | -50.0% |
XRT | SPDR SER TRs&p retail etf | $2,962 | -1.3% | 49 | 0.0% | 0.00% | 0.0% | |
ANGL | VANECK ETF TRUSTfallen angel hg | $2,763 | -7.9% | 102 | 0.0% | 0.00% | 0.0% | |
IXJ | ISHARES TRglob hlthcre etf | $3,055 | +1.8% | 36 | 0.0% | 0.00% | 0.0% | |
Buy | WARNER BROS DISCOVERY INC | $3,583 | -10.4% | 378 | +8.6% | 0.00% | -25.0% | |
PINS | PINTEREST INCcl a | $3,156 | +5.2% | 130 | 0.0% | 0.00% | 0.0% | |
DXJ | WISDOMTREE TRjapn hedge eqt | $3,343 | +11.4% | 52 | 0.0% | 0.00% | 0.0% | |
WYNN | WYNN RESORTS LTD | $3,546 | +18.2% | 43 | 0.0% | 0.00% | 0.0% | |
BSTZ | New | BLACKROCK SCIENCE & TECHNOLO | $2,669 | – | 171 | +100.0% | 0.00% | – |
HYG | ISHARES TRiboxx hi yd etf | $2,945 | -1.8% | 40 | 0.0% | 0.00% | 0.0% | |
PAYC | PAYCOM SOFTWARE INC | $3,103 | +3.4% | 10 | 0.0% | 0.00% | 0.0% | |
CPNG | COUPANG INCcl a | $2,721 | -9.3% | 185 | 0.0% | 0.00% | 0.0% | |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $3,551 | +77.6% | 89 | +56.1% | 0.00% | +50.0% |
INTU | INTUIT | $1,556 | -22.2% | 4 | 0.0% | 0.00% | 0.0% | |
NYC | Sell | NEW YORK CITY REIT INC | $1,955 | -67.4% | 1,105 | -40.0% | 0.00% | -66.7% |
CSL | New | CARLISLE COS INC | $1,649 | – | 7 | +100.0% | 0.00% | – |
DRIV | New | GLOBAL X FDSautonmous ev etf | $2,444 | – | 123 | +100.0% | 0.00% | – |
TQQQ | PROSHARES TRultrapro qqq | $2,352 | -21.6% | 136 | 0.0% | 0.00% | -33.3% | |
ASML | ASML HOLDING N V | $1,639 | +63.9% | 3 | 0.0% | 0.00% | +100.0% | |
TDTF | FLEXSHARES TRiboxx 5yr trgt | $2,432 | +21.6% | 103 | 0.0% | 0.00% | 0.0% | |
WSO | WATSCO INC | $2,244 | +12.2% | 9 | 0.0% | 0.00% | 0.0% | |
SGOV | ISHARES TR0-3 mnth treasry | $2,002 | +0.1% | 20 | 0.0% | 0.00% | 0.0% | |
IPAY | ETF MANAGERS TRprime mobile pay | $1,570 | -21.5% | 40 | 0.0% | 0.00% | 0.0% | |
VFC | V F CORP | $2,015 | +0.8% | 73 | 0.0% | 0.00% | 0.0% | |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $2,454 | -93.5% | 19 | -92.9% | 0.00% | -94.4% |
IVOL | KRANESHARES TRquadrtc int rt | $2,351 | +17.6% | 104 | 0.0% | 0.00% | 0.0% | |
LKQ | Buy | LKQ CORP | $1,602 | +60.2% | 30 | +11.1% | 0.00% | +100.0% |
MGNI | Sell | MAGNITE INC | $1,980 | -1.0% | 187 | -33.5% | 0.00% | 0.0% |
DBC | INVESCO DB COMMDY INDX TRCKunit | $2,391 | +19.6% | 97 | 0.0% | 0.00% | 0.0% | |
WDAY | WORKDAY INCcl a | $1,673 | -16.4% | 10 | 0.0% | 0.00% | 0.0% | |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $2,455 | +22.8% | 25 | 0.0% | 0.00% | 0.0% | |
COG | COTERRA ENERGY INC | $2,457 | -18.1% | 100 | 0.0% | 0.00% | -33.3% | |
MTB | M & T BK CORP | $2,354 | -21.5% | 16 | 0.0% | 0.00% | -33.3% | |
EZM | WISDOMTREE TRus midcap fund | $2,090 | +4.5% | 43 | 0.0% | 0.00% | 0.0% | |
DSL | New | DOUBLELINE INCOME SOLUTIONS | $2,113 | – | 191 | +100.0% | 0.00% | – |
WSM | WILLIAMS SONOMA INC | $2,068 | +3.4% | 18 | 0.0% | 0.00% | 0.0% | |
SNAP | SNAP INCcl a | $1,790 | -10.5% | 200 | 0.0% | 0.00% | 0.0% | |
TLH | ISHARES TR10-20 yr trs etf | $2,055 | +2.8% | 19 | 0.0% | 0.00% | 0.0% | |
LEN | LENNAR CORPcl a | $2,443 | +22.2% | 27 | 0.0% | 0.00% | 0.0% | |
NKLA | NIKOLA CORP | $2,160 | -46.0% | 1,000 | 0.0% | 0.00% | -50.0% | |
M | MACYS INC | $1,135 | +13.5% | 55 | 0.0% | 0.00% | 0.0% | |
GVA | GRANITE CONSTR INC | $771 | -22.9% | 22 | 0.0% | 0.00% | 0.0% | |
PHB | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $753 | -24.7% | 44 | 0.0% | 0.00% | 0.0% | |
GEM | GOLDMAN SACHS ETF TRactivebeta eme | $679 | -32.1% | 24 | 0.0% | 0.00% | 0.0% | |
GSIE | GOLDMAN SACHS ETF TRactivebeta int | $1,295 | +29.5% | 45 | 0.0% | 0.00% | 0.0% | |
New | R1 RCM INC | $766 | – | 70 | +100.0% | 0.00% | – | |
RBLX | ROBLOX CORPcl a | $1,451 | -27.4% | 51 | 0.0% | 0.00% | -50.0% | |
HYHG | PROSHARES TRhgh yld int rate | $1,284 | +28.4% | 22 | 0.0% | 0.00% | 0.0% | |
RWM | PROSHARES TRshrt russell2000 | $811 | -18.9% | 33 | 0.0% | 0.00% | 0.0% | |
FSR | FISKER INC | $1,454 | -27.3% | 200 | 0.0% | 0.00% | -50.0% | |
FMB | FIRST TR EXCH TRADED FD IIImanagd mun etf | $751 | -24.9% | 15 | 0.0% | 0.00% | 0.0% | |
DVY | ISHARES TRselect divid etf | $1,447 | +44.7% | 12 | 0.0% | 0.00% | 0.0% | |
TIP | ISHARES TRtips bd etf | $1,064 | +6.4% | 10 | 0.0% | 0.00% | 0.0% | |
PRG | PROG HOLDINGS INC | $1,097 | +9.7% | 65 | 0.0% | 0.00% | 0.0% | |
MUI | BLACKROCK MUNICIPAL INCOME | $963 | -3.7% | 85 | 0.0% | 0.00% | 0.0% | |
FDIS | FIDELITY COVINGTON TRUSTmsci consm dis | $566 | -43.4% | 10 | 0.0% | 0.00% | 0.0% | |
PLUG | PLUG POWER INC | $1,521 | -49.3% | 123 | 0.0% | 0.00% | -66.7% | |
LARGO INC | $1,076 | +7.6% | 200 | 0.0% | 0.00% | 0.0% | ||
ATUS | ALTICE USA INCcl a | $920 | -8.0% | 200 | 0.0% | 0.00% | 0.0% | |
FIVG | ETF SER SOLUTIONSdefiance next | $1,235 | +23.5% | 41 | 0.0% | 0.00% | 0.0% | |
VIAC | PARAMOUNT GLOBAL | $844 | -15.6% | 50 | 0.0% | 0.00% | 0.0% | |
SHOP | Buy | SHOPIFY INCcl a | $1,214 | +21.4% | 35 | +75.0% | 0.00% | 0.0% |
SWBI | SMITH & WESSON BRANDS INC | $607 | -39.3% | 70 | 0.0% | 0.00% | 0.0% | |
SOFI | SOFI TECHNOLOGIES INC | $922 | -7.8% | 200 | 0.0% | 0.00% | 0.0% | |
SCZ | Sell | ISHARES TReafe sml cp etf | $1,073 | -99.4% | 19 | -99.5% | 0.00% | -99.4% |
ORGANIGRAM HLDGS INC | $800 | -20.0% | 1,000 | 0.0% | 0.00% | 0.0% | ||
SU | Buy | SUNCOR ENERGY INC NEW | $1,047 | +4.7% | 33 | +43.5% | 0.00% | 0.0% |
RUN | SUNRUN INC | $840 | -16.0% | 35 | 0.0% | 0.00% | 0.0% | |
BFLY | New | BUTTERFLY NETWORK INC | $880 | – | 358 | +100.0% | 0.00% | – |
NUE | NUCOR CORP | $790 | -21.0% | 6 | 0.0% | 0.00% | 0.0% | |
DWSH | ADVISORSHARES TRdorsy shrt etf | $926 | -7.4% | 93 | 0.0% | 0.00% | 0.0% | |
TMDI | TITAN MED INC | $660 | – | 1,000 | 0.0% | 0.00% | – | |
TRU | New | TRANSUNION | $908 | – | 16 | +100.0% | 0.00% | – |
AOR | ISHARES TRgrwt allocat etf | $1,131 | +13.1% | 24 | 0.0% | 0.00% | 0.0% | |
VXX | BARCLAYS BANK PLCipth sr b s&p | $833 | -16.7% | 59 | 0.0% | 0.00% | 0.0% | |
USB | Buy | US BANCORP DEL | $1,351 | +35.1% | 31 | +138.5% | 0.00% | 0.0% |
FLOT | ISHARES TRfltg rate nt etf | $1,006 | +0.6% | 20 | 0.0% | 0.00% | 0.0% | |
GLBE | GLOBAL E ONLINE LTD | $1,032 | +3.2% | 50 | 0.0% | 0.00% | 0.0% | |
MCHI | ISHARES TRmsci china etf | $1,425 | +42.5% | 30 | 0.0% | 0.00% | 0.0% | |
GLOB | Sell | GLOBANT S A | $672 | -32.8% | 4 | -20.0% | 0.00% | 0.0% |
WLTW | Sell | WILLIS TOWERS WATSON PLC LTD | $1,467 | +46.7% | 6 | -14.3% | 0.00% | 0.0% |
PSFE | Sell | PAYSAFE LIMITEDord | $930 | -7.0% | 67 | -91.6% | 0.00% | 0.0% |
SHYG | Buy | ISHARES TR0-5yr hi yl cp | $613 | – | 15 | +36.4% | 0.00% | – |
EWU | ISHARES TRmsci uk etf new | $1,441 | +44.1% | 47 | 0.0% | 0.00% | 0.0% | |
FERG | Buy | FERGUSON PLC NEW | $1,523 | +52.3% | 12 | +9.1% | 0.00% | 0.0% |
KKR | Buy | KKR & CO INC | $1,206 | +20.6% | 26 | +23.8% | 0.00% | 0.0% |
KDP | Sell | KEURIG DR PEPPER INC | $1,141 | -43.0% | 32 | -27.3% | 0.00% | -50.0% |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $948 | -5.2% | 14 | 0.0% | 0.00% | 0.0% | |
MSGS | New | MADISON SQUARE GRDN SPRT CORcl a | $1,099 | – | 6 | +100.0% | 0.00% | – |
HDB | New | HDFC BANK LTDsponsored ads | $1,162 | – | 17 | +100.0% | 0.00% | – |
LYFT | LYFT INC | $551 | -44.9% | 50 | 0.0% | 0.00% | 0.0% | |
LAZR | LUMINAR TECHNOLOGIES INC | $990 | -1.0% | 200 | 0.0% | 0.00% | 0.0% | |
LULU | LULULEMON ATHLETICA INC | $640 | -36.0% | 2 | 0.0% | 0.00% | 0.0% | |
RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $829 | -72.4% | 31 | -72.6% | 0.00% | -66.7% |
GTO | Sell | INVESCO ACTIVELY MANAGED ETFtotal return | $836 | -16.4% | 18 | -40.0% | 0.00% | 0.0% |
LUCID GROUP INC | $635 | -36.5% | 93 | 0.0% | 0.00% | 0.0% | ||
Sell | DOCGO INC | $311 | -99.5% | 44 | -99.4% | 0.00% | -100.0% | |
ATOS | ATOSSA THERAPEUTICS INC | $264 | – | 500 | 0.0% | 0.00% | – | |
AUPH | New | AURINIA PHARMACEUTICALS INC | $302 | – | 70 | +100.0% | 0.00% | – |
ACB | AURORA CANNABIS INC | $76 | – | 83 | 0.0% | 0.00% | – | |
BCRX | New | BIOCRYST PHARMACEUTICALS INC | $413 | – | 36 | +100.0% | 0.00% | – |
YCBD | CBDMD INC | $227 | – | 1,000 | 0.0% | 0.00% | – | |
CANO | CANO HEALTH INC | $411 | -86.3% | 300 | 0.0% | 0.00% | -100.0% | |
CGC | CANOPY GROWTH CORP | $23 | – | 10 | 0.0% | 0.00% | – | |
NUGT | DIREXION SHS ETF TRdly gold indx 2x | $68 | – | 2 | 0.0% | 0.00% | – | |
BTAL | New | AGF INVTS TRagfiq us mk anti | $466 | – | 22 | +100.0% | 0.00% | – |
ELAN | New | ELANCO ANIMAL HEALTH INC | $244 | – | 20 | +100.0% | 0.00% | – |
New | EMBECTA CORP | $252 | – | 10 | +100.0% | 0.00% | – | |
EXEL | New | EXELIXIS INC | $352 | – | 22 | +100.0% | 0.00% | – |
GTX | GARRETT MOTION INC | $7 | – | 1 | 0.0% | 0.00% | – | |
New | GSK PLCsponsored adr | $281 | – | 8 | +100.0% | 0.00% | – | |
GPRO | GOPRO INCcl a | $358 | – | 72 | 0.0% | 0.00% | – | |
INSM | New | INSMED INC | $299 | – | 15 | +100.0% | 0.00% | – |
INVA | New | INNOVIVA INC | $304 | – | 23 | +100.0% | 0.00% | – |
INSG | INSEEGO CORP | $67 | – | 80 | 0.0% | 0.00% | – | |
ITCI | New | INTRA-CELLULAR THERAPIES INC | $370 | – | 7 | +100.0% | 0.00% | – |
PSCM | INVESCO EXCH TRADED FD TR IIs&p smlcp matl | $248 | – | 4 | 0.0% | 0.00% | – | |
IRONNET INC | $63 | – | 274 | 0.0% | 0.00% | – | ||
ICF | ISHARES TRcohen steer reit | $307 | – | 6 | 0.0% | 0.00% | – | |
KYNDRYL HLDGS INC | $500 | – | 45 | 0.0% | 0.00% | – | ||
LNTH | New | LANTHEUS HLDGS INC | $356 | – | 7 | +100.0% | 0.00% | – |
MRTX | New | MIRATI THERAPEUTICS INC | $226 | – | 5 | +100.0% | 0.00% | – |
MWA | MUELLER WTR PRODS INC | $161 | – | 15 | 0.0% | 0.00% | – | |
NCNA | NUCANA PLCsponsored adr | $92 | – | 140 | 0.0% | 0.00% | – | |
OGN | ORGANON & CO | $27 | – | 1 | 0.0% | 0.00% | – | |
PCRX | New | PACIRA BIOSCIENCES INC | $347 | – | 9 | +100.0% | 0.00% | – |
PRTY | PARTY CITY HOLDCO INC | $237 | -76.3% | 650 | 0.0% | 0.00% | -100.0% | |
POSH | POSHMARK INC | $321 | – | 18 | 0.0% | 0.00% | – | |
SJB | PROSHARES TRshrt hgh yield | $380 | – | 20 | 0.0% | 0.00% | – | |
ROBINHOOD MKTS INC | $203 | – | 25 | 0.0% | 0.00% | – | ||
SPYG | SPDR SER TRprtflo s&p500 gw | $354 | – | 7 | 0.0% | 0.00% | – | |
XME | SPDR SER TRs&p metals mng | $199 | – | 4 | 0.0% | 0.00% | – | |
SPHY | SPDR SER TRportfli high yld | $178 | – | 8 | 0.0% | 0.00% | – | |
SGEN | New | SEAGEN INC | $257 | – | 2 | +100.0% | 0.00% | – |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $381 | -87.3% | 11 | -89.7% | 0.00% | -100.0% |
STT | STATE STR CORP | $387 | – | 5 | 0.0% | 0.00% | – | |
TDOC | TELADOC HEALTH INC | $473 | -52.7% | 20 | 0.0% | 0.00% | -100.0% | |
RARE | New | ULTRAGENYX PHARMACEUTICAL IN | $277 | – | 6 | +100.0% | 0.00% | – |
UGA | UNITED STS GASOLINE FD LPunits | $119 | – | 2 | 0.0% | 0.00% | – | |
UPST | UPSTART HLDGS INC | $132 | – | 10 | 0.0% | 0.00% | – | |
WBA | New | WALGREENS BOOTS ALLIANCE INC | $224 | – | 6 | +100.0% | 0.00% | – |
XSOE | WISDOMTREE TRem ex st-owned | $213 | – | 8 | 0.0% | 0.00% | – | |
JAZZ | New | JAZZ PHARMACEUTICALS PLC | $159 | – | 1 | +100.0% | 0.00% | – |
LIN | LINDE PLC | $326 | – | 1 | 0.0% | 0.00% | – | |
PSCE | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp engy | $0 | – | -34 | -100.0% | 0.00% | – |
RAVI | Exit | FLEXSHARES TRready acc vari | $0 | – | -1 | -100.0% | 0.00% | – |
PSCH | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $0 | – | -2 | -100.0% | 0.00% | – |
BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -10 | -100.0% | -0.00% | – |
SQM | Exit | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $0 | – | -6 | -100.0% | -0.00% | – |
ACI | Exit | ALBERTSONS COS INC | $0 | – | -46 | -100.0% | -0.00% | – |
Exit | ORION OFFICE REIT INC | $0 | – | -151 | -100.0% | -0.00% | – | |
LSXMK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -16 | -100.0% | -0.00% | – |
RIG | Exit | TRANSOCEAN LTD | $0 | – | -500 | -100.0% | -0.00% | – |
BTBT | Exit | BIT DIGITAL INC | $0 | – | -696 | -100.0% | -0.00% | – |
AEO | Exit | AMERICAN EAGLE OUTFITTERS IN | $0 | – | -156 | -100.0% | -0.00% | – |
SIVR | Exit | ABRDN SILVER ETF TRUST | $0 | – | -135 | -100.0% | -0.00% | – |
Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -125 | -100.0% | -0.00% | – | |
ABR | Exit | ARBOR REALTY TRUST INC | $0 | – | -142 | -100.0% | -0.00% | – |
BP | Exit | BP PLCsponsored adr | $0 | – | -100 | -100.0% | -0.00% | – |
MSOS | Exit | ADVISORSHARES TRpure us cannabis | $0 | – | -300 | -100.0% | -0.00% | – |
TILT | Exit | FLEXSHARES TRmornstar usmkt | $0 | – | -22 | -100.0% | -0.00% | – |
TGT | Exit | TARGET CORP | $0 | – | -18 | -100.0% | -0.00% | – |
Exit | AURORA INNOVATION INC | $0 | – | -1,666 | -100.0% | -0.00% | – | |
AEL | Exit | AMERICAN EQTY INVT LIFE HLD | $0 | – | -100 | -100.0% | -0.00% | – |
CMA | Exit | COMERICA INC | $0 | – | -56 | -100.0% | -0.00% | – |
FDIV | Exit | FIRST TR EXCHANGE-TRADED FDhigh incm strgc | $0 | – | -106 | -100.0% | -0.01% | – |
ASR | Exit | GRUPO AEROPORTUARIO DEL SUREspon adr ser b | $0 | – | -27 | -100.0% | -0.01% | – |
FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -86 | -100.0% | -0.01% | – |
RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -79 | -100.0% | -0.01% | – |
MSGE | Exit | MADISON SQUARE GRDN ENTERTNMcl a | $0 | – | -131 | -100.0% | -0.01% | – |
BYND | Exit | BEYOND MEAT INC | $0 | – | -506 | -100.0% | -0.01% | – |
AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -144 | -100.0% | -0.01% | – |
SBRA | Exit | SABRA HEALTH CARE REIT INC | $0 | – | -661 | -100.0% | -0.01% | – |
BMO | Exit | BANK MONTREAL QUE | $0 | – | -100 | -100.0% | -0.01% | – |
FTNT | Exit | FORTINET INC | $0 | – | -180 | -100.0% | -0.01% | – |
SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -52 | -100.0% | -0.01% | – |
BBCP | Exit | CONCRETE PUMPING HLDGS INC | $0 | – | -1,520 | -100.0% | -0.01% | – |
TWTR | Exit | TWITTER INC | $0 | – | -243 | -100.0% | -0.01% | – |
XFLT | Exit | XAI OCTAGON FLOATING RATE & | $0 | – | -2,133 | -100.0% | -0.01% | – |
NUV | Exit | NUVEEN MUN VALUE FD INC | $0 | – | -1,875 | -100.0% | -0.02% | – |
AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -313 | -100.0% | -0.02% | – |
GHC | Exit | GRAHAM HLDGS CO | $0 | – | -34 | -100.0% | -0.02% | – |
LYV | Exit | LIVE NATION ENTERTAINMENT IN | $0 | – | -246 | -100.0% | -0.02% | – |
GWRE | Exit | GUIDEWIRE SOFTWARE INC | $0 | – | -305 | -100.0% | -0.02% | – |
APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -284 | -100.0% | -0.02% | – |
BA | Exit | BOEING CO | $0 | – | -225 | -100.0% | -0.03% | – |
BAC | Exit | BK OF AMERICA CORP | $0 | – | -984 | -100.0% | -0.03% | – |
ANTM | Exit | ELEVANCE HEALTH INC | $0 | – | -70 | -100.0% | -0.03% | – |
EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -487 | -100.0% | -0.04% | – |
AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -957 | -100.0% | -0.04% | – |
INSE | Exit | INSPIRED ENTMT INC | $0 | – | -5,885 | -100.0% | -0.05% | – |
AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -382 | -100.0% | -0.05% | – |
ROLL | Exit | RBC BEARINGS INC | $0 | – | -255 | -100.0% | -0.05% | – |
ROAD | Exit | CONSTRUCTION PARTNERS INC | $0 | – | -2,146 | -100.0% | -0.05% | – |
DY | Exit | DYCOM INDS INC | $0 | – | -600 | -100.0% | -0.05% | – |
ARE | Exit | ALEXANDRIA REAL ESTATE EQ IN | $0 | – | -408 | -100.0% | -0.05% | – |
EQR | Exit | EQUITY RESIDENTIALsh ben int | $0 | – | -859 | -100.0% | -0.06% | – |
LGND | Exit | LIGAND PHARMACEUTICALS INC | $0 | – | -668 | -100.0% | -0.06% | – |
ALB | Exit | ALBEMARLE CORP | $0 | – | -218 | -100.0% | -0.06% | – |
CVI | Exit | CVR ENERGY INC | $0 | – | -2,016 | -100.0% | -0.06% | – |
LBRT | Exit | LIBERTY ENERGY INC | $0 | – | -4,587 | -100.0% | -0.06% | – |
ATI | Exit | ATI INC | $0 | – | -2,196 | -100.0% | -0.06% | – |
TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -388 | -100.0% | -0.06% | – |
QLYS | Exit | QUALYS INC | $0 | – | -425 | -100.0% | -0.06% | – |
ZIP | Exit | ZIPRECRUITER INCcl a | $0 | – | -3,601 | -100.0% | -0.06% | – |
ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -263 | -100.0% | -0.06% | – |
FWONA | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -1,141 | -100.0% | -0.06% | – |
BJ | Exit | BJS WHSL CLUB HLDGS INC | $0 | – | -836 | -100.0% | -0.06% | – |
Y | Exit | ALLEGHANY CORP MD | $0 | – | -73 | -100.0% | -0.06% | – |
NEWR | Exit | NEW RELIC INC | $0 | – | -1,067 | -100.0% | -0.06% | – |
FN | Exit | FABRINET | $0 | – | -662 | -100.0% | -0.06% | – |
SWAV | Exit | SHOCKWAVE MED INC | $0 | – | -230 | -100.0% | -0.06% | – |
YELP | Exit | YELP INCcl a | $0 | – | -1,927 | -100.0% | -0.06% | – |
CNO | Exit | CNO FINL GROUP INC | $0 | – | -3,596 | -100.0% | -0.06% | – |
Exit | ALTUS POWER INC | $0 | – | -6,126 | -100.0% | -0.06% | – | |
GOLD | Exit | BARRICK GOLD CORP | $0 | – | -4,590 | -100.0% | -0.07% | – |
VTR | Exit | VENTAS INC | $0 | – | -1,846 | -100.0% | -0.07% | – |
UHAL | Exit | AMERCO | $0 | – | -161 | -100.0% | -0.08% | – |
ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -400 | -100.0% | -0.08% | – |
AEM | Exit | AGNICO EAGLE MINES LTD | $0 | – | -2,081 | -100.0% | -0.08% | – |
QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -410 | -100.0% | -0.10% | – |
BSJM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -5,742 | -100.0% | -0.12% | – |
AGNC | Exit | AGNC INVT CORP | $0 | – | -17,818 | -100.0% | -0.14% | – |
AMGN | Exit | AMGEN INC | $0 | – | -780 | -100.0% | -0.17% | – |
APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -777 | -100.0% | -0.17% | – |
SPXL | Exit | DIREXION SHS ETF TRdrx s&p500bull | $0 | – | -3,500 | -100.0% | -0.18% | – |
AMN | Exit | AMN HEALTHCARE SVCS INC | $0 | – | -1,988 | -100.0% | -0.20% | – |
BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -859 | -100.0% | -0.22% | – |
GOF | Exit | GUGGENHEIM STRATEGIC OPPORTU | $0 | – | -18,647 | -100.0% | -0.27% | – |
ABT | Exit | ABBOTT LABS | $0 | – | -3,645 | -100.0% | -0.34% | – |
ADSK | Exit | AUTODESK INC | $0 | – | -1,950 | -100.0% | -0.35% | – |
ABNB | Exit | AIRBNB INC | $0 | – | -3,534 | -100.0% | -0.35% | – |
BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -24,641 | -100.0% | -0.50% | – |
AZO | Exit | AUTOZONE INC | $0 | – | -288 | -100.0% | -0.59% | – |
AAPL | Exit | APPLE INC | $0 | – | -6,418 | -100.0% | -0.85% | – |
AMZN | Exit | AMAZON COM INC | $0 | – | -17,827 | -100.0% | -1.92% | – |
Exit | VALUED ADVISERS TRgenuine investor | $0 | – | -208,378 | -100.0% | -3.54% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-01
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPY | 10 | Q3 2023 | 7.2% |
VOO | 10 | Q3 2023 | 14.4% |
LOEWS CORP | 10 | Q3 2023 | 7.3% |
MSFT | 10 | Q3 2023 | 2.0% |
MMM | 10 | Q3 2023 | 7.3% |
GOOG | 10 | Q3 2023 | 1.2% |
XOM | 10 | Q3 2023 | 1.8% |
GS | 10 | Q3 2023 | 1.0% |
WMT | 10 | Q3 2023 | 1.0% |
SPDR S&P EMER SM | 10 | Q3 2023 | 2.7% |
View Castleview Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-05 |
13F-HR | 2023-10-26 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-16 |
13F-HR | 2023-02-01 |
13F-HR | 2022-11-10 |
13F-HR/A | 2022-08-17 |
13F-HR | 2022-08-16 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-17 |
View Castleview Partners, 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.