$4.01 Million is the total value of CreativeOne Wealth, LLC's 2138 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 21.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IUSB | Buy | ISHARES TRcore total usd | $212,915 | +83.4% | 4,656,020 | +85.1% | 5.31% | -7.3% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $115,728 | +96.5% | 840,590 | +97.2% | 2.89% | -0.7% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $108,225 | +86.3% | 2,454,824 | +90.9% | 2.70% | -5.8% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $102,173 | +92.4% | 393,276 | +84.7% | 2.55% | -2.8% |
| VEGA | Buy | ADVISORSHARES TRstar glob buyw | $92,209 | +93.6% | 2,498,896 | +88.3% | 2.30% | -2.1% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $81,539 | +109.1% | 1,633,218 | +101.6% | 2.03% | +5.7% |
| MBB | Buy | ISHARES TRmbs etf | $76,611 | +78.5% | 814,741 | +79.8% | 1.91% | -9.8% |
| GOVT | Buy | ISHARES TRus treas bd etf | $71,022 | +126.2% | 3,056,154 | +127.6% | 1.77% | +14.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $68,869 | +110.1% | 158,094 | +97.4% | 1.72% | +6.2% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $63,275 | +57.1% | 469,242 | +44.6% | 1.58% | -20.6% |
| EFG | Buy | ISHARES TReafe grwth etf | $62,983 | +76.4% | 677,762 | +77.9% | 1.57% | -10.8% |
| JPME | Buy | J P MORGAN EXCHANGE TRADED Fdiversfed rtrn | $60,070 | +95.0% | 699,239 | +94.7% | 1.50% | -1.4% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $58,780 | +70.0% | 771,960 | +70.7% | 1.47% | -14.1% |
| JPIN | Buy | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $57,911 | +88.5% | 1,145,079 | +95.0% | 1.44% | -4.7% |
| AAPL | Buy | APPLE INC | $56,045 | +111.3% | 307,480 | +91.2% | 1.40% | +6.8% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $47,559 | +94.6% | 967,365 | +93.6% | 1.19% | -1.7% |
| MSFT | Buy | MICROSOFT CORP | $46,327 | +94.4% | 143,324 | +73.4% | 1.16% | -1.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $42,333 | +118.3% | 95,848 | +103.2% | 1.06% | +10.3% |
| ESGU | Buy | ISHARES TResg awr msci usa | $41,087 | +1145.8% | 479,332 | +1214.3% | 1.02% | +528.8% |
| IBD | Buy | NORTHERN LTS FD TR IVinspire corp bd | $32,755 | +99.1% | 1,409,219 | +100.5% | 0.82% | +0.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $32,537 | +97.3% | 171,176 | +96.7% | 0.81% | -0.2% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $31,841 | +144.7% | 200,100 | +136.8% | 0.79% | +23.7% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $30,651 | +15.3% | 377,982 | +16.9% | 0.76% | -41.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $30,549 | +91.3% | 744,334 | +88.4% | 0.76% | -3.3% |
| IYW | Buy | ISHARES TRu.s. tech etf | $30,343 | +69.8% | 279,551 | +45.2% | 0.76% | -14.2% |
| LRGF | Buy | ISHARES TRu s equity factr | $29,163 | +52.8% | 654,487 | +42.1% | 0.73% | -22.8% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $27,494 | +124.9% | 193,081 | +126.0% | 0.69% | +13.8% |
| IEMG | Buy | ISHARES INCcore msci emkt | $27,109 | +49.2% | 550,018 | +47.7% | 0.68% | -24.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $26,888 | +135.2% | 74,828 | +110.1% | 0.67% | +19.0% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $26,366 | +90.4% | 345,798 | +91.6% | 0.66% | -3.7% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $24,125 | +99.0% | 279,861 | +91.7% | 0.60% | +0.7% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $23,675 | +93.8% | 506,516 | +93.0% | 0.59% | -2.2% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $21,608 | +134.1% | 745,716 | +136.1% | 0.54% | +18.2% |
| USMV | Buy | ISHARES TRmsci usa min vol | $21,000 | +105.9% | 283,085 | +101.9% | 0.52% | +4.2% |
| BIBL | Buy | NORTHERN LTS FD TR IVinspire 100 etf | $20,899 | +45.8% | 682,061 | +49.5% | 0.52% | -26.3% |
| TPLC | Buy | TIMOTHY PLANus lrgmd cp core | $20,571 | +116.4% | 603,994 | +118.9% | 0.51% | +9.4% |
| WWJD | Buy | NORTHERN LTS FD TR IVinspire intl etf | $19,238 | +105.2% | 722,943 | +113.5% | 0.48% | +3.7% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $18,757 | +116.8% | 233,398 | +119.1% | 0.47% | +9.6% |
| AMZN | Buy | AMAZON COM INC | $18,708 | +137.0% | 150,244 | +96.6% | 0.47% | +19.7% |
| MSTB | Buy | ETF SER SOLUTIONSlha mkt st tactl | $18,340 | +149.4% | 672,566 | +136.9% | 0.46% | +25.9% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $18,002 | +82.4% | 234,460 | +82.1% | 0.45% | -7.8% |
| SPSB | Buy | SPDR SER TRportfolio short | $17,979 | +139.2% | 608,926 | +140.0% | 0.45% | +20.8% |
| TIP | Buy | ISHARES TRtips bd etf | $17,351 | +586.1% | 153,974 | +571.3% | 0.43% | +246.4% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $17,256 | +190.1% | 311,837 | +186.2% | 0.43% | +46.3% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $17,117 | +127.5% | 162,043 | +127.2% | 0.43% | +15.1% |
| TPHD | Buy | TIMOTHY PLANhig dv stk etf | $16,666 | +77.5% | 544,978 | +81.3% | 0.42% | -10.2% |
| TPIF | Buy | TIMOTHY PLANintl etf | $15,684 | +65.5% | 653,746 | +72.4% | 0.39% | -16.5% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $15,630 | +85.0% | 465,050 | +91.6% | 0.39% | -6.5% |
| SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $15,232 | +57.7% | 301,286 | +57.3% | 0.38% | -20.3% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $15,041 | +59.2% | 207,367 | +60.6% | 0.38% | -19.5% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $14,644 | +178.4% | 288,948 | +176.8% | 0.36% | +40.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $14,598 | +102.1% | 68,858 | +94.6% | 0.36% | +2.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $14,595 | +105.9% | 101,013 | +47.8% | 0.36% | +4.0% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $14,531 | +115.0% | 156,217 | +114.4% | 0.36% | +8.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $14,374 | +256.4% | 146,012 | +260.7% | 0.36% | +80.4% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $14,068 | +103.3% | 289,266 | +104.0% | 0.35% | +2.9% |
| VOO | Buy | VANGUARD INDEX FDS | $13,875 | +128.8% | 35,073 | +117.5% | 0.35% | +15.7% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $13,799 | +50.7% | 173,801 | +57.2% | 0.34% | -23.9% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $13,758 | +106.8% | 254,341 | +105.0% | 0.34% | +4.6% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $13,418 | +121.0% | 141,634 | +112.4% | 0.34% | +11.7% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $13,174 | +68.1% | 277,237 | +69.2% | 0.33% | -15.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $12,796 | +58.4% | 148,021 | +58.1% | 0.32% | -20.1% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $12,542 | +89.9% | 126,002 | +89.3% | 0.31% | -4.0% |
| SECT | Buy | NORTHERN LTS FD TR IVmain sectr rotn | $12,216 | +160.7% | 283,518 | +145.7% | 0.30% | +32.0% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $11,973 | +212.4% | 105,061 | +214.0% | 0.30% | +58.2% |
| TSLA | Buy | TESLA INC | $11,677 | +113.8% | 41,958 | +59.4% | 0.29% | +8.2% |
| PEP | Buy | PEPSICO INC | $11,684 | +100.4% | 63,775 | +99.5% | 0.29% | +1.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $11,610 | +126.5% | 31,024 | +120.0% | 0.29% | +14.6% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $11,635 | +80.8% | 107,476 | +83.1% | 0.29% | -8.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $11,162 | +80.5% | 22,638 | +73.0% | 0.28% | -8.9% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $11,103 | +340.9% | 230,450 | +361.5% | 0.28% | +123.4% |
| NVDA | Buy | NVIDIA CORPORATION | $10,839 | +145.3% | 30,604 | +92.4% | 0.27% | +23.9% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $10,777 | +103.0% | 117,510 | +103.2% | 0.27% | +2.7% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $10,493 | +52.1% | 39,154 | +38.6% | 0.26% | -23.2% |
| FALN | Buy | ISHARES TRfaln angls usd | $10,168 | +564.6% | 409,867 | +577.0% | 0.25% | +234.2% |
| HD | Buy | HOME DEPOT INC | $10,004 | +86.8% | 32,997 | +81.8% | 0.25% | -5.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $9,769 | +105.4% | 38,762 | +103.9% | 0.24% | +3.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $9,707 | +53.7% | 64,350 | +51.5% | 0.24% | -22.4% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $9,540 | +67.7% | 51,402 | +61.2% | 0.24% | -15.3% |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $9,549 | +2179.0% | 172,351 | +2142.7% | 0.24% | +1033.3% |
| FGM | Buy | FIRST TR EXCH TRD ALPHDX FDgermany alpha | $9,244 | +2482.1% | 238,004 | +2440.3% | 0.23% | +1183.3% |
| CVX | Buy | CHEVRON CORP NEW | $9,152 | +85.1% | 58,849 | +94.2% | 0.23% | -6.6% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $9,058 | +98.7% | 94,888 | +88.5% | 0.23% | +0.4% |
| AVGO | Buy | BROADCOM INC | $9,011 | +71.8% | 11,889 | +45.4% | 0.22% | -13.1% |
| BBUS | New | J P MORGAN EXCHANGE TRADED Fbetabuildrs us | $8,734 | – | 109,563 | +100.0% | 0.22% | – |
| EFA | Buy | ISHARES TRmsci eafe etf | $8,657 | +116.3% | 119,929 | +114.4% | 0.22% | +9.6% |
| ABBV | Buy | ABBVIE INC | $8,676 | +54.3% | 63,486 | +80.0% | 0.22% | -22.0% |
| V | Buy | VISA INC | $8,526 | +128.8% | 37,787 | +128.6% | 0.21% | +15.8% |
| WMT | Buy | WALMART INC | $8,480 | +53.8% | 55,963 | +49.7% | 0.21% | -22.1% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $8,293 | +126.8% | 18,115 | +91.0% | 0.21% | +15.0% |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $8,312 | +123.3% | 268,713 | +107.6% | 0.21% | +12.5% |
| ISMD | Buy | NORTHERN LTS FD TR IVinspire sml/ mid | $8,266 | +3780.8% | 257,742 | +3657.2% | 0.21% | +1772.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $8,165 | +95.3% | 57,946 | +80.6% | 0.20% | -1.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $7,949 | +118.7% | 47,483 | +102.5% | 0.20% | +10.6% |
| MRK | Buy | MERCK & CO INC | $7,858 | +87.1% | 69,621 | +76.4% | 0.20% | -5.3% |
| USHY | Buy | ISHARES TRbroad usd high | $7,447 | +64.5% | 211,410 | +66.0% | 0.19% | -16.6% |
| XOM | Buy | EXXON MOBIL CORP | $7,360 | +54.9% | 71,282 | +64.5% | 0.18% | -21.4% |
| HDV | Buy | ISHARES TRcore high dv etf | $7,212 | +948.3% | 71,795 | +960.3% | 0.18% | +429.4% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $7,174 | +110.2% | 43,066 | +88.7% | 0.18% | +6.5% |
| BBIN | New | J P MORGAN EXCHANGE TRADED Fbetabuilders i | $6,851 | – | 124,816 | +100.0% | 0.17% | – |
| RGI | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $6,761 | +995.8% | 33,065 | +906.2% | 0.17% | +463.3% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $6,701 | +60.2% | 160,392 | +58.9% | 0.17% | -18.9% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $6,638 | +72.5% | 70,109 | +72.9% | 0.17% | -12.6% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $6,567 | +119.8% | 87,927 | +116.8% | 0.16% | +11.6% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $6,453 | +170.2% | 48,702 | +164.0% | 0.16% | +36.4% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $6,219 | +109.7% | 394,211 | +89.0% | 0.16% | +6.2% |
| SH | Buy | PROSHARES TRshort s&p 500 ne | $6,172 | +123.9% | 425,313 | +131.5% | 0.15% | +13.2% |
| IGRO | Buy | ISHARES TRintl div grwth | $6,085 | +115.9% | 99,698 | +114.4% | 0.15% | +9.4% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $6,053 | +90.6% | 221,206 | +97.5% | 0.15% | -3.8% |
| BUFD | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $6,006 | +89.9% | 282,820 | +82.7% | 0.15% | -3.8% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $6,007 | +97.0% | 14,344 | +81.3% | 0.15% | 0.0% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $5,926 | +197.2% | 154,571 | +192.8% | 0.15% | +51.0% |
| ICSH | Buy | ISHARES TRblackrock ultra | $5,949 | +441.8% | 118,272 | +441.2% | 0.15% | +174.1% |
| PFE | Buy | PFIZER INC | $5,867 | +129.8% | 154,782 | +147.4% | 0.15% | +15.9% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $5,836 | +107.3% | 39,653 | +83.8% | 0.15% | +5.0% |
| SBUX | Buy | STARBUCKS CORP | $5,835 | +84.0% | 63,864 | +109.7% | 0.15% | -6.4% |
| TMUS | Buy | T-MOBILE US INC | $5,856 | +82.8% | 42,173 | +90.7% | 0.15% | -7.6% |
| NEE | Buy | NEXTERA ENERGY INC | $5,832 | +18.3% | 78,229 | +22.4% | 0.14% | -40.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $5,831 | +232.3% | 34,148 | +193.8% | 0.14% | +66.7% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $5,806 | +98.8% | 232,321 | +95.0% | 0.14% | +0.7% |
| INTU | Buy | INTUIT | $5,720 | +61.0% | 13,089 | +64.2% | 0.14% | -18.3% |
| FB | Buy | META PLATFORMS INCcl a | $5,728 | +167.0% | 22,898 | +126.2% | 0.14% | +34.9% |
| MCD | Buy | MCDONALDS CORP | $5,749 | +10.7% | 19,723 | +6.3% | 0.14% | -44.1% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $5,676 | +123.0% | 210,131 | +110.4% | 0.14% | +12.7% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $5,638 | +7.5% | 35,726 | +3.7% | 0.14% | -45.6% |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $5,555 | +64.2% | 179,102 | +63.4% | 0.14% | -16.8% |
| LMT | Buy | LOCKHEED MARTIN CORP | $5,491 | +143.9% | 11,974 | +151.5% | 0.14% | +23.4% |
| SPBO | Buy | SPDR SER TRportfolio crport | $5,405 | +62.9% | 187,174 | +65.1% | 0.14% | -17.7% |
| XSW | Buy | SPDR SER TR | $5,429 | +180.4% | 40,719 | +158.8% | 0.14% | +40.6% |
| CSCO | Buy | CISCO SYS INC | $5,374 | +77.8% | 105,966 | +83.2% | 0.13% | -10.1% |
| UNP | Buy | UNION PAC CORP | $5,365 | +81.7% | 25,885 | +76.5% | 0.13% | -8.2% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $5,343 | +31.9% | 48,647 | +27.5% | 0.13% | -33.5% |
| GLD | Buy | SPDR GOLD TR | $5,317 | +111.7% | 30,252 | +120.6% | 0.13% | +7.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $5,326 | +110.2% | 10,092 | +129.6% | 0.13% | +6.4% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $5,261 | +49.0% | 167,136 | +52.0% | 0.13% | -24.7% |
| KO | Buy | COCA COLA CO | $5,259 | +20.8% | 86,375 | +23.1% | 0.13% | -39.1% |
| GOF | Buy | GUGGENHEIM STRATEGIC OPPORTU | $5,261 | +68.0% | 330,496 | +70.7% | 0.13% | -15.5% |
| F | Buy | FORD MTR CO DEL | $5,263 | +115.6% | 368,341 | +90.2% | 0.13% | +9.2% |
| XLSR | Buy | SSGA ACTIVE TRspdr ssga us sct | $5,221 | +79.7% | 124,722 | +72.3% | 0.13% | -9.1% |
| DE | Buy | DEERE & CO | $5,231 | +31.1% | 13,380 | +38.4% | 0.13% | -34.0% |
| IVOL | New | KRANESHARES TRquadrtc int rt | $5,155 | – | 203,449 | +100.0% | 0.13% | – |
| XYLD | Buy | GLOBAL X FDSs&p 500 covered | $5,084 | +284.0% | 123,174 | +276.7% | 0.13% | +95.4% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $5,095 | +493.1% | 44,013 | +502.9% | 0.13% | +202.4% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $5,065 | +74.2% | 62,233 | +83.2% | 0.13% | -11.9% |
| IJS | New | ISHARES TRsp smcp600vl etf | $5,039 | – | 56,096 | +100.0% | 0.13% | – |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $4,996 | +191.8% | 204,242 | +204.1% | 0.12% | +48.8% |
| PM | Buy | PHILIP MORRIS INTL INC | $4,993 | +103.8% | 51,099 | +102.8% | 0.12% | +3.3% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $5,029 | +160.2% | 33,817 | +153.0% | 0.12% | +31.6% |
| DRIV | Buy | GLOBAL X FDSautonmous ev etf | $4,972 | +110.2% | 210,167 | +111.9% | 0.12% | +6.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $4,924 | +126.0% | 23,336 | +118.9% | 0.12% | +13.9% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $4,872 | +147.1% | 178,354 | +143.7% | 0.12% | +25.8% |
| HON | Buy | HONEYWELL INTL INC | $4,862 | +95.9% | 25,302 | +94.8% | 0.12% | -0.8% |
| DAUG | Buy | FIRST TR EXCHNG TRADED FD VIvest us deep | $4,865 | +129.7% | 145,424 | +120.5% | 0.12% | +15.2% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $4,806 | +83.3% | 26,719 | +97.7% | 0.12% | -7.0% |
| JCPB | New | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $4,827 | – | 103,638 | +100.0% | 0.12% | – |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,790 | +120.5% | 35,041 | +67.8% | 0.12% | +11.2% |
| LOW | Buy | LOWES COS INC | $4,717 | +99.9% | 22,789 | +93.1% | 0.12% | +1.7% |
| TXN | Buy | TEXAS INSTRS INC | $4,712 | +202.8% | 26,539 | +217.4% | 0.12% | +53.2% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $4,653 | +107.4% | 19,343 | +105.5% | 0.12% | +4.5% |
| AMAT | Buy | APPLIED MATLS INC | $4,623 | +64.2% | 36,366 | +58.6% | 0.12% | -17.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $4,589 | +282.4% | 15,147 | +260.7% | 0.11% | +93.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $4,406 | +57.2% | 107,580 | +49.3% | 0.11% | -20.3% |
| CTAS | Buy | CINTAS CORP | $4,428 | +95.0% | 10,077 | +105.3% | 0.11% | -1.8% |
| SHV | New | ISHARES TRshort treas bd | $4,416 | – | 39,981 | +100.0% | 0.11% | – |
| OXYWS | Buy | OCCIDENTAL PETE CORP*w exp 08/03/202 | $4,374 | +767.9% | 117,196 | +853.7% | 0.11% | +336.0% |
| DIS | Buy | DISNEY WALT CO | $4,335 | +74.1% | 47,538 | +91.2% | 0.11% | -12.2% |
| PFF | Buy | ISHARES TRpfd and incm sec | $4,335 | +74.6% | 136,589 | +71.7% | 0.11% | -12.2% |
| AMGN | Buy | AMGEN INC | $4,276 | +184.3% | 19,223 | +208.9% | 0.11% | +44.6% |
| ALTL | Buy | PACER FDS TRlunt lrg cp altr | $4,297 | +86.8% | 108,329 | +78.8% | 0.11% | -5.3% |
| OSTK | Buy | OVERSTOCK COM INC DEL | $4,277 | +170.9% | 143,846 | +84.7% | 0.11% | +37.2% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $4,234 | +79.0% | 54,067 | +91.6% | 0.11% | -9.4% |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $4,238 | +45.4% | 102,398 | +48.3% | 0.11% | -26.4% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $4,199 | +145.6% | 56,844 | +148.3% | 0.10% | +25.0% |
| IYC | Buy | ISHARES TRus consum discre | $4,183 | +106.3% | 58,970 | +88.1% | 0.10% | +4.0% |
| LLY | Buy | LILLY ELI & CO | $4,112 | +117.6% | 9,398 | +70.7% | 0.10% | +10.8% |
| ZTS | Buy | ZOETIS INCcl a | $4,106 | +93.0% | 23,862 | +86.8% | 0.10% | -2.9% |
| MO | Buy | ALTRIA GROUP INC | $4,079 | +104.6% | 91,049 | +103.8% | 0.10% | +4.1% |
| T | Buy | AT&T INC | $4,036 | +64.8% | 236,895 | +86.2% | 0.10% | -16.5% |
| QLTA | Buy | ISHARES TRa rate cp bd etf | $4,046 | +63.7% | 85,758 | +66.0% | 0.10% | -17.2% |
| DMAY | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $3,956 | – | 119,573 | +100.0% | 0.10% | – |
| BSMO | Buy | INVESCO EXCH TRD SLF IDX FD | $3,986 | +99.0% | 160,900 | +100.0% | 0.10% | 0.0% |
| BSMN | Buy | INVESCO EXCH TRD SLF IDX FD | $3,988 | +99.9% | 158,982 | +100.0% | 0.10% | +1.0% |
| OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $3,982 | +146.7% | 89,566 | +157.9% | 0.10% | +23.8% |
| IFRA | Buy | ISHARES TRus infrastruc | $3,962 | +102.5% | 104,972 | +100.2% | 0.10% | +2.1% |
| XAR | Buy | SPDR SER TRaerospace def | $3,978 | +84.7% | 32,726 | +77.6% | 0.10% | -6.6% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $3,947 | +81.7% | 58,991 | +78.1% | 0.10% | -8.4% |
| CLOU | Buy | GLOBAL X FDS | $3,880 | +74.4% | 212,645 | +75.4% | 0.10% | -11.8% |
| XSD | Buy | SPDR SER TRs&p semicndctr | $3,898 | +67.2% | 17,616 | +57.7% | 0.10% | -15.7% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $3,888 | +87.5% | 52,252 | +64.2% | 0.10% | -4.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,868 | +71.0% | 28,568 | +65.5% | 0.10% | -14.3% |
| XITK | New | SPDR SER TRfactst inv etf | $3,868 | – | 29,296 | +100.0% | 0.10% | – |
| AXP | Buy | AMERICAN EXPRESS CO | $3,799 | +80.9% | 23,819 | +87.1% | 0.10% | -8.7% |
| IGSB | Buy | ISHARES TR | $3,805 | +87.4% | 75,840 | +88.8% | 0.10% | -5.0% |
| MUB | Buy | ISHARES TRnational mun etf | $3,796 | +47.5% | 35,610 | +49.0% | 0.10% | -25.2% |
| SNA | Buy | SNAP ON INC | $3,809 | +225.0% | 13,219 | +178.5% | 0.10% | +63.8% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $3,783 | +90.0% | 187,930 | +87.5% | 0.09% | -4.1% |
| SHW | Buy | SHERWIN WILLIAMS CO | $3,787 | +112.4% | 15,265 | +92.4% | 0.09% | +6.8% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $3,740 | +92.0% | 8,388 | +89.8% | 0.09% | -3.1% |
| VLO | Buy | VALERO ENERGY CORP | $3,732 | +73.4% | 32,248 | +109.1% | 0.09% | -12.3% |
| PKG | Buy | PACKAGING CORP AMER | $3,687 | +220.3% | 27,897 | +236.6% | 0.09% | +61.4% |
| IBTD | Buy | ISHARES TRibonds 23 trm ts | $3,691 | +173.8% | 148,756 | +173.8% | 0.09% | +37.3% |
| FTNT | Buy | FORTINET INC | $3,698 | +413.6% | 49,064 | +352.6% | 0.09% | +155.6% |
| FAUG | New | FIRST TR EXCHNG TRADED FD VIvest us buffer | $3,703 | – | 97,689 | +100.0% | 0.09% | – |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $3,636 | +98.9% | 22,005 | +91.1% | 0.09% | +1.1% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $3,666 | +34.0% | 37,476 | +34.1% | 0.09% | -32.6% |
| EWH | Buy | ISHARES INCmsci hong kg etf | $3,654 | +929.3% | 185,564 | +973.2% | 0.09% | +405.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,593 | +34.9% | 6,844 | +27.7% | 0.09% | -31.3% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $3,616 | +223.7% | 16,630 | +231.3% | 0.09% | +63.6% |
| MCO | Buy | MOODYS CORP | $3,550 | +101.6% | 11,208 | +94.8% | 0.09% | +2.3% |
| SNSR | Buy | GLOBAL X FDSinternet of thng | $3,579 | +85.1% | 119,911 | +106.4% | 0.09% | -6.3% |
| BUG | Buy | GLOBAL X FDScybrscurty etf | $3,585 | +20.0% | 147,521 | +15.8% | 0.09% | -39.5% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $3,524 | +892.7% | 59,328 | +893.4% | 0.09% | +388.9% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $3,522 | +42.9% | 85,787 | +42.8% | 0.09% | -27.9% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $3,484 | +166.0% | 24,863 | +168.5% | 0.09% | +33.8% |
| DG | Buy | DOLLAR GEN CORP NEW | $3,477 | +130.7% | 17,360 | +142.4% | 0.09% | +17.6% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $3,482 | +86.7% | 172,955 | +88.1% | 0.09% | -5.4% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $3,445 | +117.1% | 10,028 | +110.1% | 0.09% | +10.3% |
| COMT | Buy | ISHARES U S ETF TRgsci cmdty stgy | $3,456 | +536.5% | 85,687 | +326.5% | 0.09% | +218.5% |
| ABT | Buy | ABBOTT LABS | $3,455 | +84.0% | 31,704 | +71.0% | 0.09% | -7.5% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $3,448 | +88.6% | 73,429 | +88.5% | 0.09% | -4.4% |
| New | J P MORGAN EXCHANGE TRADED Factive growth | $3,396 | – | 60,933 | +100.0% | 0.08% | – | |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $3,390 | +62.0% | 102,221 | +57.1% | 0.08% | -17.5% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $3,346 | +181.9% | 47,632 | +156.4% | 0.08% | +40.7% |
| IYE | New | ISHARES TRu.s. energy etf | $3,336 | – | 87,371 | +100.0% | 0.08% | – |
| IAU | Buy | ISHARES GOLD TRishares new | $3,315 | +198.4% | 94,286 | +217.2% | 0.08% | +50.9% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $3,273 | +78.3% | 44,955 | +80.8% | 0.08% | -9.9% |
| CBOE | Buy | CBOE GLOBAL MKTS INC | $3,275 | +168.2% | 23,728 | +160.9% | 0.08% | +36.7% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $3,235 | +74.7% | 64,563 | +75.5% | 0.08% | -11.0% |
| FINX | Buy | GLOBAL X FDSfintech etf | $3,263 | +75.5% | 149,517 | +67.4% | 0.08% | -12.0% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $3,202 | +850.1% | 77,314 | +856.7% | 0.08% | +370.6% |
| DDEC | Buy | FIRST TR EXCHNG TRADED FD VIft cboe deep bfr | $3,197 | +56.5% | 94,713 | +48.3% | 0.08% | -20.8% |
| DMAR | Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $3,165 | +69.8% | 98,039 | +62.5% | 0.08% | -14.1% |
| COG | Buy | COTERRA ENERGY INC | $3,162 | +252.5% | 124,987 | +241.9% | 0.08% | +79.5% |
| FJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $3,125 | – | 75,416 | +100.0% | 0.08% | – |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $3,113 | +96.8% | 29,359 | +97.5% | 0.08% | 0.0% |
| Buy | WORLD GOLD TRspdr gld minis | $3,144 | +545.6% | 82,524 | +562.8% | 0.08% | +225.0% | |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $3,095 | +90.2% | 29,698 | +84.7% | 0.08% | -3.8% |
| PFM | Buy | INVESCO EXCHANGE TRADED FD Tdivid achievev | $3,069 | +92.8% | 80,447 | +84.9% | 0.08% | -2.5% |
| FNOV | Buy | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $3,030 | +85.2% | 77,994 | +79.2% | 0.08% | -6.2% |
| IXUS | Buy | ISHARES TRcore msci total | $3,058 | +79.7% | 50,088 | +82.2% | 0.08% | -9.5% |
| GSSC | Buy | GOLDMAN SACHS ETF TRactivebeta us | $3,022 | +117.7% | 55,070 | +120.3% | 0.08% | +10.3% |
| ALLE | Buy | ALLEGION PLC | $3,016 | +95.0% | 27,199 | +87.8% | 0.08% | -1.3% |
| MSCI | Buy | MSCI INC | $2,985 | +51.3% | 6,704 | +90.2% | 0.07% | -23.7% |
| ILTB | Buy | ISHARES TRcore lt usdb etf | $2,945 | +80.7% | 55,967 | +84.5% | 0.07% | -8.8% |
| FISR | Buy | SSGA ACTIVE TRspdr ssga fxd | $2,920 | +36.9% | 110,779 | +36.9% | 0.07% | -30.5% |
| HERO | Buy | GLOBAL X FDSvdeo gam esprt | $2,876 | +443.7% | 137,900 | +430.3% | 0.07% | +176.9% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $2,871 | +480.0% | 48,935 | +493.2% | 0.07% | +200.0% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $2,903 | +8.7% | 29,758 | +10.4% | 0.07% | -45.5% |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $2,890 | +81.0% | 55,843 | +83.3% | 0.07% | -8.9% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $2,896 | +17.2% | 76,208 | +17.2% | 0.07% | -41.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $2,905 | +84.3% | 43,279 | +85.9% | 0.07% | -7.7% |
| FJUL | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $2,874 | – | 76,738 | +100.0% | 0.07% | – |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,893 | +99.4% | 6,061 | +91.5% | 0.07% | 0.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,797 | +91.4% | 67,466 | +75.1% | 0.07% | -2.8% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $2,810 | +109.9% | 81,567 | +107.9% | 0.07% | +6.1% |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $2,748 | +85.7% | 145,034 | +87.8% | 0.07% | -5.5% |
| CNRG | Buy | SPDR SER TRs&p kensho clean | $2,755 | +10.3% | 32,561 | +13.0% | 0.07% | -43.9% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $2,727 | +69.3% | 46,998 | +70.8% | 0.07% | -13.9% |
| CXSE | Buy | WISDOMTREE TRchinadiv ex fi | $2,742 | +778.8% | 89,434 | +895.7% | 0.07% | +353.3% |
| FIVE | Buy | FIVE BELOW INC | $2,722 | +63.8% | 16,331 | +102.4% | 0.07% | -17.1% |
| HEGD | Buy | LISTED FD TRswan hedged eqty | $2,718 | +97.4% | 146,920 | +87.7% | 0.07% | 0.0% |
| PAYX | Buy | PAYCHEX INC | $2,713 | +175.4% | 24,176 | +181.3% | 0.07% | +38.8% |
| QCOM | Buy | QUALCOMM INC | $2,692 | +299.4% | 22,431 | +324.6% | 0.07% | +103.0% |
| BA | Buy | BOEING CO | $2,666 | +75.7% | 14,289 | +100.1% | 0.07% | -12.0% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $2,652 | +758.3% | 41,618 | +782.9% | 0.07% | +340.0% |
| DVY | Buy | ISHARES TRselect divid etf | $2,605 | +93.5% | 22,980 | +100.1% | 0.06% | -1.5% |
| SO | Buy | SOUTHERN CO | $2,605 | +140.3% | 36,974 | +137.3% | 0.06% | +22.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,591 | +136.4% | 26,114 | +130.4% | 0.06% | +20.4% |
| DJAN | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $2,600 | +39.3% | 79,540 | +32.8% | 0.06% | -29.3% |
| CRM | Buy | SALESFORCE INC | $2,606 | +61.5% | 13,110 | +62.3% | 0.06% | -18.8% |
| IQV | Buy | IQVIA HLDGS INC | $2,557 | +74.8% | 11,564 | +57.2% | 0.06% | -11.1% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $2,565 | +75.9% | 51,215 | +78.0% | 0.06% | -11.1% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,549 | +222.3% | 33,590 | +223.6% | 0.06% | +64.1% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $2,549 | +101.3% | 10,521 | +88.5% | 0.06% | +3.2% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,536 | +91.1% | 27,687 | +101.3% | 0.06% | -3.1% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $2,484 | +154.8% | 62,613 | +153.3% | 0.06% | +29.2% |
| ET | Buy | ENERGY TRANSFER L P | $2,426 | +105.6% | 192,649 | +103.6% | 0.06% | +5.2% |
| YUM | Buy | YUM BRANDS INC | $2,434 | +109.1% | 17,728 | +101.1% | 0.06% | +7.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $2,457 | +8.8% | 24,922 | +8.2% | 0.06% | -45.0% |
| CORP | Buy | PIMCO ETF TRinv grd crp bd | $2,435 | +187.1% | 25,539 | +189.8% | 0.06% | +45.2% |
| ICVT | New | ISHARES TRconv bd etf | $2,430 | – | 35,003 | +100.0% | 0.06% | – |
| GILD | Buy | GILEAD SCIENCES INC | $2,433 | +92.5% | 31,776 | +108.7% | 0.06% | -1.6% |
| DAPR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us dep | $2,431 | – | 79,072 | +100.0% | 0.06% | – |
| BNDW | Buy | VANGUARD SCOTTSDALE FDStotal wld bd etf | $2,440 | +98.5% | 35,631 | +100.0% | 0.06% | 0.0% |
| MILN | Buy | GLOBAL X FDSmillennial consu | $2,434 | +72.0% | 83,608 | +75.8% | 0.06% | -12.9% |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $2,351 | +100.6% | 26,014 | +102.7% | 0.06% | +1.7% |
| XBI | New | SPDR SER TRs&p biotech | $2,355 | – | 28,313 | +100.0% | 0.06% | – |
| PSEP | Buy | INNOVATOR ETFS TRus eqty pwr buf | $2,346 | +112.1% | 71,750 | +99.0% | 0.06% | +7.3% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,359 | +72.3% | 11,048 | +70.2% | 0.06% | -13.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $2,374 | +92.2% | 35,207 | +97.6% | 0.06% | -3.3% |
| JEMA | New | J P MORGAN EXCHANGE TRADED Factivebldrs emer | $2,363 | – | 64,901 | +100.0% | 0.06% | – |
| XWEB | New | SPDR SER TRs&p internet etf | $2,318 | – | 29,766 | +100.0% | 0.06% | – |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $2,306 | +119.2% | 9,833 | +96.4% | 0.06% | +11.5% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $2,281 | +130.4% | 30,699 | +119.7% | 0.06% | +16.3% |
| JPHY | Buy | J P MORGAN EXCHANGE TRADED Fbetabuilders usd | $2,296 | +13.2% | 52,551 | +16.4% | 0.06% | -43.0% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $2,252 | +54.4% | 16,220 | +55.8% | 0.06% | -22.2% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $2,214 | +90.2% | 15,734 | +85.3% | 0.06% | -3.5% |
| TSCO | Buy | TRACTOR SUPPLY CO | $2,186 | +291.8% | 10,254 | +331.9% | 0.06% | +96.4% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $2,202 | +133.0% | 29,378 | +122.4% | 0.06% | +17.0% |
| New | J P MORGAN EXCHANGE TRADED Factive value etf | $2,205 | – | 41,495 | +100.0% | 0.06% | – | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $2,210 | +107.5% | 84,492 | +105.5% | 0.06% | +3.8% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $2,198 | +3.4% | 46,119 | +1.9% | 0.06% | -47.6% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $2,163 | +91.6% | 56,536 | +87.3% | 0.05% | -3.6% |
| CTVA | Buy | CORTEVA INC | $2,180 | +11.9% | 38,100 | +17.9% | 0.05% | -43.8% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $2,160 | +89.8% | 40,003 | +94.1% | 0.05% | -3.6% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $2,155 | +211.4% | 22,074 | +216.4% | 0.05% | +58.8% |
| TGT | Buy | TARGET CORP | $2,180 | +0.3% | 16,237 | +23.7% | 0.05% | -49.5% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $2,137 | +140.1% | 7,645 | +119.2% | 0.05% | +20.5% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $2,141 | +48.1% | 6,835 | +54.6% | 0.05% | -25.4% |
| ARCC | Buy | ARES CAPITAL CORP | $2,112 | +102.9% | 113,784 | +99.8% | 0.05% | +3.9% |
| SMCI | New | SUPER MICRO COMPUTER INC | $2,117 | – | 8,493 | +100.0% | 0.05% | – |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $2,124 | +116.7% | 15,106 | +114.4% | 0.05% | +10.4% |
| DGRO | Buy | ISHARES TRcore div grwth | $2,100 | +109.0% | 41,780 | +107.8% | 0.05% | +4.0% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $2,056 | +293.9% | 13,497 | +580.3% | 0.05% | +96.2% |
| OKE | Buy | ONEOK INC NEW | $2,038 | +92.1% | 33,750 | +102.2% | 0.05% | -1.9% |
| FFEB | Buy | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $2,035 | +13.6% | 51,078 | +6.6% | 0.05% | -42.0% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $2,061 | +77.2% | 13,540 | +61.8% | 0.05% | -10.5% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $2,006 | +187.0% | 85,532 | +181.8% | 0.05% | +47.1% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $1,992 | +96.6% | 4,283 | +95.1% | 0.05% | 0.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $2,009 | +144.4% | 7,823 | +90.1% | 0.05% | +22.0% |
| INTC | Buy | INTEL CORP | $1,947 | +82.8% | 56,078 | +71.9% | 0.05% | -7.5% |
| BAC | Buy | BANK AMERICA CORP | $1,974 | +95.1% | 67,302 | +90.1% | 0.05% | -2.0% |
| PXD | Buy | PIONEER NAT RES CO | $1,950 | +376.8% | 9,385 | +368.5% | 0.05% | +145.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $1,907 | +80.8% | 20,141 | +58.0% | 0.05% | -7.7% |
| FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $1,941 | +153.7% | 37,643 | +150.2% | 0.05% | +26.3% |
| NVO | Buy | NOVO-NORDISK A Sadr | $1,917 | +149.9% | 11,961 | +148.1% | 0.05% | +26.3% |
| PFFV | Buy | GLOBAL X FDSrate preferred | $1,921 | +21.4% | 79,799 | +15.2% | 0.05% | -38.5% |
| UNG | Buy | UNITED STS NAT GAS FD LPunit par | $1,905 | +128.7% | 256,688 | +113.9% | 0.05% | +17.1% |
| FLQH | Buy | FRANKLIN TEMPLETON ETF TRintl cor div til | $1,894 | +155.9% | 64,781 | +151.6% | 0.05% | +27.0% |
| ETN | Buy | EATON CORP PLC | $1,866 | +128.1% | 10,115 | +111.8% | 0.05% | +17.5% |
| Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $1,888 | +523.1% | 60,036 | +500.8% | 0.05% | +213.3% | |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,835 | +28.0% | 29,259 | +27.4% | 0.05% | -35.2% |
| CL | Buy | COLGATE PALMOLIVE CO | $1,848 | +79.6% | 23,940 | +74.8% | 0.05% | -9.8% |
| PINS | Buy | PINTEREST INCcl a | $1,828 | +75.4% | 81,304 | +112.8% | 0.05% | -9.8% |
| ESGE | Buy | ISHARES INCesg awr msci em | $1,860 | +130.2% | 58,584 | +128.1% | 0.05% | +15.0% |
| JBL | Buy | JABIL INC | $1,834 | +144.9% | 16,987 | +100.0% | 0.05% | +24.3% |
| ON | Buy | ON SEMICONDUCTOR CORP | $1,852 | +124.8% | 19,597 | +95.8% | 0.05% | +12.2% |
| ICF | Buy | ISHARES TRcohen steer reit | $1,795 | +86.4% | 32,102 | +85.3% | 0.04% | -6.2% |
| CAT | Buy | CATERPILLAR INC | $1,798 | +121.4% | 7,703 | +117.0% | 0.04% | +12.5% |
| TROW | Buy | PRICE T ROWE GROUP INC | $1,807 | +63.8% | 16,126 | +65.1% | 0.04% | -16.7% |
| NDSN | Buy | NORDSON CORP | $1,812 | +801.5% | 7,358 | +713.0% | 0.04% | +350.0% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $1,800 | +92.3% | 5,134 | +72.9% | 0.04% | -2.2% |
| WSO | Buy | WATSCO INC | $1,771 | +127.1% | 5,410 | +120.7% | 0.04% | +15.8% |
| BUFR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $1,752 | +125.2% | 69,957 | +111.0% | 0.04% | +15.8% |
| PBE | Buy | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $1,749 | +33.1% | 28,529 | +36.3% | 0.04% | -32.3% |
| EXPD | New | EXPEDITORS INTL WASH INC | $1,708 | – | 14,100 | +100.0% | 0.04% | – |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $1,713 | +116.0% | 73,528 | +113.8% | 0.04% | +10.3% | |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,705 | – | 41,951 | +100.0% | 0.04% | – |
| BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $1,738 | +80.7% | 91,380 | +83.5% | 0.04% | -8.5% |
| FLRN | Buy | SPDR SER TRbloomberg invt | $1,723 | +110.9% | 56,389 | +109.9% | 0.04% | +7.5% |
| VLUE | Buy | ISHARES TRmsci usa value | $1,738 | +129.9% | 18,620 | +128.3% | 0.04% | +16.2% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $1,709 | +179.2% | 37,638 | +183.0% | 0.04% | +43.3% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $1,701 | +81.7% | 24,497 | +41.3% | 0.04% | -8.7% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,691 | +96.4% | 13,872 | +99.4% | 0.04% | 0.0% |
| LRCX | Buy | LAM RESEARCH CORP | $1,669 | +113.7% | 2,946 | +99.9% | 0.04% | +7.7% |
| CF | Buy | CF INDS HLDGS INC | $1,676 | +106.2% | 24,141 | +115.2% | 0.04% | +5.0% |
| ANET | Buy | ARISTA NETWORKS INC | $1,643 | +64.6% | 10,146 | +70.7% | 0.04% | -16.3% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,641 | +86.7% | 25,136 | +74.2% | 0.04% | -4.7% |
| BLK | Buy | BLACKROCK INC | $1,649 | +34.5% | 2,516 | +37.3% | 0.04% | -31.7% |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $1,626 | +145.2% | 54,536 | +144.7% | 0.04% | +24.2% |
| JQUA | New | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $1,661 | – | 37,890 | +100.0% | 0.04% | – |
| CLH | Buy | CLEAN HARBORS INC | $1,646 | +123.6% | 10,012 | +93.8% | 0.04% | +13.9% |
| NKE | Buy | NIKE INCcl b | $1,657 | +166.8% | 15,148 | +199.0% | 0.04% | +32.3% |
| TIPX | Buy | SPDR SER TRbloomberg 1 10 y | $1,609 | +167.7% | 86,119 | +172.9% | 0.04% | +33.3% |
| SPEU | Buy | SPDR INDEX SHS FDSportflo eurp etf | $1,599 | +45.8% | 41,516 | +44.0% | 0.04% | -25.9% |
| IVLU | New | ISHARES TRmsci intl vlu ft | $1,606 | – | 72,376 | +100.0% | 0.04% | – |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $1,621 | +99.1% | 91,415 | +92.6% | 0.04% | 0.0% |
| CTEC | Buy | GLOBAL X FDScleantech etf | $1,604 | +86.9% | 113,244 | +110.2% | 0.04% | -4.8% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,545 | +157.9% | 11,212 | +151.3% | 0.04% | +30.0% |
| SOCL | New | GLOBAL X FDSsocial med etf | $1,579 | – | 47,529 | +100.0% | 0.04% | – |
| URI | Buy | UNITED RENTALS INC | $1,544 | +139.8% | 4,025 | +147.4% | 0.04% | +21.9% |
| ULTA | Buy | ULTA BEAUTY INC | $1,578 | +109.8% | 3,358 | +143.7% | 0.04% | +5.4% |
| NTAP | New | NETAPP INC | $1,571 | – | 20,560 | +100.0% | 0.04% | – |
| TYG | Buy | TORTOISE ENERGY INFRA CORP | $1,554 | +86.6% | 53,480 | +88.7% | 0.04% | -4.9% |
| CALF | Buy | PACER FDS TRpacer us small | $1,564 | +321.6% | 40,056 | +311.3% | 0.04% | +116.7% |
| CMF | Buy | ISHARES TRcalif mun bd etf | $1,542 | +98.5% | 27,076 | +100.0% | 0.04% | 0.0% |
| SRE | Buy | SEMPRA | $1,524 | +87.9% | 10,442 | +94.6% | 0.04% | -5.0% |
| IAGG | Buy | ISHARES TRcore intl aggr | $1,511 | +121.9% | 30,521 | +119.5% | 0.04% | +11.8% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,521 | +83.7% | 10,998 | +78.1% | 0.04% | -7.3% |
| KR | Buy | KROGER CO | $1,519 | +76.6% | 32,231 | +85.1% | 0.04% | -9.5% |
| EFV | Buy | ISHARES TReafe value etf | $1,513 | +101.2% | 31,001 | +100.2% | 0.04% | +2.7% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $1,487 | +572.9% | 31,996 | +584.8% | 0.04% | +236.4% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $1,489 | +114.9% | 52,626 | +111.5% | 0.04% | +8.8% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $1,475 | +137.5% | 7,958 | +105.2% | 0.04% | +19.4% |
| JAAA | Buy | JANUS DETROIT STR TRhendrson aaa cl | $1,476 | +82.9% | 29,658 | +82.0% | 0.04% | -7.5% |
| JPSE | Buy | J P MORGAN EXCHANGE TRADED Fdiversfd eqt etf | $1,500 | -4.6% | 39,508 | +0.1% | 0.04% | -52.6% |
| BRO | New | BROWN & BROWN INC | $1,439 | – | 20,906 | +100.0% | 0.04% | – |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $1,449 | +2.9% | 32,777 | +2.3% | 0.04% | -47.8% |
| COP | Buy | CONOCOPHILLIPS | $1,430 | +9.2% | 14,303 | +8.4% | 0.04% | -44.6% |
| MNA | Buy | INDEXIQ ETF TRiq mrgr arb etf | $1,462 | +55.0% | 47,033 | +57.8% | 0.04% | -23.4% |
| ALL | Buy | ALLSTATE CORP | $1,410 | +127.4% | 12,107 | +116.3% | 0.04% | +12.9% |
| DECZ | Buy | LISTED FD TRtrueshares dec | $1,388 | +132.1% | 45,350 | +118.4% | 0.04% | +16.7% |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $1,397 | – | 19,741 | +100.0% | 0.04% | – |
| ASML | Buy | ASML HOLDING N V | $1,418 | +85.6% | 1,976 | +76.1% | 0.04% | -7.9% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $1,399 | +154.8% | 12,558 | +112.4% | 0.04% | +29.6% |
| DSEP | New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $1,387 | – | 45,782 | +100.0% | 0.04% | – |
| SNPS | Buy | SYNOPSYS INC | $1,415 | +78.4% | 3,255 | +58.6% | 0.04% | -10.3% |
| CSX | Buy | CSX CORP | $1,353 | +140.3% | 42,730 | +127.1% | 0.03% | +21.4% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,375 | +130.7% | 23,501 | +118.4% | 0.03% | +17.2% |
| BAB | Buy | INVESCO EXCH TRADED FD TR IItaxable mun bd | $1,357 | +112.0% | 51,114 | +114.6% | 0.03% | +6.2% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $1,351 | +97.8% | 16,984 | +93.7% | 0.03% | 0.0% |
| FDS | New | FACTSET RESH SYS INC | $1,363 | – | 3,402 | +100.0% | 0.03% | – |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $1,378 | +124.1% | 2,550 | +107.7% | 0.03% | +13.3% |
| CSGS | Buy | CSG SYS INTL INC | $1,310 | +110.3% | 23,335 | +101.3% | 0.03% | +6.5% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $1,337 | +279.8% | 16,772 | +251.5% | 0.03% | +94.1% |
| MLN | Buy | VANECK ETF TRUSTlong muni etf | $1,331 | +79.9% | 74,239 | +80.7% | 0.03% | -10.8% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,334 | +96.5% | 13,754 | +86.6% | 0.03% | -2.9% |
| SAIA | Buy | SAIA INC | $1,332 | +109.4% | 3,890 | +66.4% | 0.03% | +6.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,337 | +64.9% | 19,871 | +63.8% | 0.03% | -17.5% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $1,319 | +86.3% | 34,994 | +84.4% | 0.03% | -5.7% |
| AAP | New | ADVANCE AUTO PARTS INC | $1,323 | – | 7,670 | +100.0% | 0.03% | – |
| WCC | Buy | WESCO INTL INC | $1,326 | +106.9% | 9,096 | +119.1% | 0.03% | +3.1% |
| PSR | Buy | INVESCO ACTIVELY MANAGED ETFactive us real | $1,339 | +148.0% | 14,606 | +136.7% | 0.03% | +22.2% |
| Buy | INNOVATOR ETFS TRus eqty accelrt9 | $1,324 | +28.2% | 51,480 | +22.5% | 0.03% | -35.3% | |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $1,280 | +38.4% | 51,950 | +38.0% | 0.03% | -30.4% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $1,287 | +81.3% | 8,104 | +84.3% | 0.03% | -8.6% |
| VZIO | Buy | VIZIO HLDG CORP | $1,300 | +67.5% | 191,444 | +126.6% | 0.03% | -15.8% |
| EVRG | Buy | EVERGY INC | $1,234 | +173.0% | 20,445 | +176.3% | 0.03% | +40.9% |
| PAYC | Buy | PAYCOM SOFTWARE INC | $1,246 | +250.0% | 3,946 | +237.0% | 0.03% | +72.2% |
| HSY | Buy | HERSHEY CO | $1,241 | +10.8% | 5,086 | +15.5% | 0.03% | -43.6% |
| FDEC | Buy | FIRST TR EXCHNG TRADED FD VIft cboe eqty bfr | $1,252 | +260.8% | 37,528 | +264.6% | 0.03% | +82.4% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $1,245 | +297.8% | 16,693 | +303.5% | 0.03% | +106.7% |
| RACE | New | FERRARI N V | $1,237 | – | 3,922 | +100.0% | 0.03% | – |
| DJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $1,254 | – | 39,662 | +100.0% | 0.03% | – |
| DOCT | New | FIRST TR EXCHNG TRADED FD VIvest us eqt dep | $1,237 | – | 40,813 | +100.0% | 0.03% | – |
| MMM | Buy | 3M CO | $1,224 | +177.6% | 11,663 | +178.2% | 0.03% | +40.9% |
| MEAR | Buy | ISHARES U S ETF TRblackrock short | $1,225 | +146.5% | 24,595 | +147.2% | 0.03% | +24.0% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $1,224 | +96.5% | 36,002 | +105.1% | 0.03% | 0.0% |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $1,256 | – | 9,873 | +100.0% | 0.03% | – |
| Buy | BROOKFIELD ASSET MANAGMT LTD | $1,241 | +115.5% | 38,033 | +115.9% | 0.03% | +10.7% | |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $1,232 | +94.6% | 25,478 | +81.6% | 0.03% | 0.0% | |
| LSCC | Buy | LATTICE SEMICONDUCTOR CORP | $1,252 | +86.0% | 13,054 | +85.2% | 0.03% | -6.1% |
| New | SPX TECHNOLOGIES INC | $1,226 | – | 14,429 | +100.0% | 0.03% | – | |
| ELF | New | E L F BEAUTY INC | $1,232 | – | 10,793 | +100.0% | 0.03% | – |
| RICK | Buy | RCI HOSPITALITY HLDGS INC | $1,228 | +60.1% | 16,152 | +64.6% | 0.03% | -18.4% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $1,212 | +76.9% | 13,895 | +84.7% | 0.03% | -11.8% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $1,206 | +131.0% | 15,621 | +121.6% | 0.03% | +15.4% |
| JMST | Buy | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $1,192 | +106.6% | 23,547 | +107.4% | 0.03% | +7.1% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,183 | +435.3% | 5,779 | +408.7% | 0.03% | +172.7% |
| FISV | Buy | FISERV INC | $1,202 | +498.0% | 9,524 | +435.7% | 0.03% | +200.0% |
| DVN | Buy | DEVON ENERGY CORP NEW | $1,209 | +52.5% | 24,507 | +56.4% | 0.03% | -23.1% |
| PLD | Buy | PROLOGIS INC. | $1,206 | +76.8% | 9,904 | +81.2% | 0.03% | -11.8% |
| BP | Buy | BP PLCsponsored adr | $1,199 | +76.3% | 34,100 | +90.2% | 0.03% | -11.8% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $1,219 | +61.7% | 25,534 | +62.8% | 0.03% | -18.9% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $1,189 | +106.4% | 1,406 | +107.1% | 0.03% | +7.1% |
| LNG | Buy | CHENIERE ENERGY INC | $1,185 | +109.4% | 7,838 | +118.4% | 0.03% | +7.1% |
| LPLA | Buy | LPL FINL HLDGS INC | $1,201 | +167.5% | 5,525 | +149.0% | 0.03% | +36.4% |
| GD | Buy | GENERAL DYNAMICS CORP | $1,173 | +180.6% | 5,447 | +197.7% | 0.03% | +38.1% |
| GIS | Buy | GENERAL MLS INC | $1,151 | +103.0% | 15,012 | +126.1% | 0.03% | +3.6% |
| New | J P MORGAN EXCHANGE TRADED F | $1,159 | – | 25,645 | +100.0% | 0.03% | – | |
| O | Buy | REALTY INCOME CORP | $1,164 | +132.3% | 18,853 | +138.3% | 0.03% | +16.0% |
| EWA | Buy | ISHARES INCmsci aust etf | $1,182 | +98.3% | 52,538 | +102.3% | 0.03% | 0.0% |
| MEDP | Buy | MEDPACE HLDGS INC | $1,176 | +176.1% | 4,898 | +116.3% | 0.03% | +38.1% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $1,170 | +75.7% | 5,792 | +66.4% | 0.03% | -12.1% |
| EMTL | Buy | SSGA ACTIVE TRspdr dbleln emrg | $1,143 | +143.7% | 27,801 | +142.1% | 0.03% | +26.1% |
| MGTX | Buy | MEIRAGTX HLDGS PLC | $1,158 | +160.2% | 172,178 | +100.0% | 0.03% | +31.8% |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL | $1,126 | +75.1% | 31,079 | +68.9% | 0.03% | -12.5% |
| MARZ | Buy | LISTED FD TRtrueshares struc | $1,142 | +146.1% | 40,588 | +131.6% | 0.03% | +21.7% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $1,134 | +103.2% | 5,966 | +106.9% | 0.03% | 0.0% |
| AJXA | Buy | GREAT AJAX CORP7.25 cv sr nt 24 | $1,120 | +166.0% | 46,016 | +164.2% | 0.03% | +33.3% |
| Buy | DIMENSIONAL ETF TRUSTshort duration f | $1,102 | +198.6% | 23,779 | +200.4% | 0.03% | +50.0% | |
| FDX | Buy | FEDEX CORP | $1,094 | +106.8% | 4,512 | +95.1% | 0.03% | +3.8% |
| DHR | Buy | DANAHER CORPORATION | $1,064 | +172.1% | 4,426 | +185.2% | 0.03% | +42.1% |
| BX | Buy | BLACKSTONE INC | $1,072 | +39.2% | 11,559 | +31.8% | 0.03% | -28.9% |
| APD | Buy | AIR PRODS & CHEMS INC | $1,100 | +115.7% | 3,956 | +122.7% | 0.03% | +8.0% |
| Buy | SHELL PLCspon ads | $1,027 | +114.9% | 17,983 | +116.5% | 0.03% | +8.3% | |
| EWGS | New | ISHARES TRmsci germny etf | $1,024 | – | 16,844 | +100.0% | 0.03% | – |
| New | ON HLDG AGnamen akt a | $1,026 | – | 31,118 | +100.0% | 0.03% | – | |
| MMSI | New | MERIT MED SYS INC | $1,040 | – | 12,442 | +100.0% | 0.03% | – |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $1,039 | +81.6% | 20,039 | +81.1% | 0.03% | -7.1% |
| New | DUOLINGO INC | $1,037 | – | 7,261 | +100.0% | 0.03% | – | |
| LGLV | New | SPDR SER TRssga us lrg etf | $1,027 | – | 7,304 | +100.0% | 0.03% | – |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $1,042 | +64.9% | 22,187 | +57.5% | 0.03% | -16.1% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $1,053 | +177.1% | 19,102 | +171.6% | 0.03% | +36.8% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $1,019 | +16.2% | 19,648 | +17.1% | 0.02% | -41.9% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $991 | +50.8% | 14,724 | +51.5% | 0.02% | -21.9% |
| HOLX | Buy | HOLOGIC INC | $1,018 | +98.4% | 12,832 | +102.1% | 0.02% | 0.0% |
| CVS | Buy | CVS HEALTH CORP | $1,010 | +104.0% | 13,230 | +98.7% | 0.02% | +4.2% |
| Buy | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $1,014 | +95.4% | 45,566 | +100.0% | 0.02% | -3.8% | |
| SCJ | Buy | ISHARES INCmsci japn smcetf | $996 | +200.0% | 14,562 | +199.5% | 0.02% | +56.2% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $983 | +80.7% | 9,819 | +80.5% | 0.02% | -7.4% |
| NFLX | Buy | NETFLIX INC | $991 | +91.3% | 2,932 | +95.7% | 0.02% | -3.8% |
| ABNB | Buy | AIRBNB INC | $1,017 | +93.3% | 8,211 | +94.3% | 0.02% | -3.8% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $1,002 | +67.8% | 33,296 | +72.8% | 0.02% | -13.8% |
| IDCC | Buy | INTERDIGITAL INC | $1,004 | +199.7% | 10,404 | +126.2% | 0.02% | +47.1% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $983 | +185.8% | 3,427 | +192.4% | 0.02% | +47.1% |
| PJUL | Buy | INNOVATOR ETFS TRus eqty pwr buf | $992 | +106.7% | 28,962 | +91.0% | 0.02% | +4.2% |
| ORCL | Buy | ORACLE CORP | $1,012 | +114.4% | 8,732 | +72.1% | 0.02% | +8.7% |
| SYK | Buy | STRYKER CORPORATION | $1,017 | +120.1% | 3,338 | +106.2% | 0.02% | +8.7% |
| BILS | Buy | SPDR SER TRbloomberg 3-12 m | $948 | +125.7% | 9,536 | +126.4% | 0.02% | +14.3% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $975 | +85.7% | 8,953 | +94.9% | 0.02% | -7.7% |
| LNTH | New | LANTHEUS HLDGS INC | $965 | – | 11,500 | +100.0% | 0.02% | – |
| Buy | OAKTREE SPECIALTY LENDING CO | $964 | +147.2% | 50,270 | +141.8% | 0.02% | +26.3% | |
| PII | Buy | POLARIS INC | $947 | +127.6% | 8,275 | +120.0% | 0.02% | +14.3% |
| THY | Buy | NORTHERN LIGHTS FD TRtoews aglty dnym | $950 | +104.7% | 43,108 | +107.4% | 0.02% | +4.3% |
| WFC | Buy | WELLS FARGO CO NEW | $967 | +48.1% | 23,110 | +32.3% | 0.02% | -25.0% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $953 | +6.6% | 12,343 | +5.2% | 0.02% | -45.5% |
| MS | Buy | MORGAN STANLEY | $946 | +143.2% | 11,324 | +155.6% | 0.02% | +26.3% |
| C | Buy | CITIGROUP INC | $965 | +119.3% | 20,938 | +122.9% | 0.02% | +9.1% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $977 | +123.1% | 17,297 | +125.3% | 0.02% | +9.1% |
| KRMA | Buy | GLOBAL X FDSconscious cos | $977 | +78.0% | 33,509 | +80.1% | 0.02% | -11.1% |
| BDX | Buy | BECTON DICKINSON & CO | $945 | +223.6% | 3,699 | +214.3% | 0.02% | +71.4% |
| BG | Buy | BUNGE LIMITED | $975 | +112.0% | 10,470 | +117.4% | 0.02% | +4.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $955 | +13.8% | 14,018 | +26.8% | 0.02% | -41.5% |
| AME | Buy | AMETEK INC | $940 | +134.4% | 5,804 | +110.4% | 0.02% | +15.0% |
| ISCG | Buy | ISHARES TRmrgstr sm cp gr | $904 | +131.2% | 21,832 | +117.7% | 0.02% | +21.1% |
| USAC | Buy | USA COMPRESSION PARTNERS LP | $906 | +91.1% | 45,924 | +104.8% | 0.02% | 0.0% |
| Buy | KINETIK HOLDINGS INC | $938 | +111.7% | 26,686 | +88.4% | 0.02% | +4.5% | |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $916 | +95.3% | 26,531 | +98.6% | 0.02% | 0.0% |
| TREX | Buy | TREX CO INC | $909 | +58.1% | 15,277 | +29.2% | 0.02% | -17.9% |
| HTRB | Buy | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $924 | +78.7% | 27,630 | +81.8% | 0.02% | -11.5% |
| FDHY | Buy | FIDELITY COVINGTON TRUSThigh yild etf | $928 | +177.8% | 20,252 | +186.4% | 0.02% | +43.8% |
| BLL | Buy | BALL CORP | $928 | +107.1% | 14,785 | +81.9% | 0.02% | +4.5% |
| YUMC | Buy | YUM CHINA HLDGS INC | $915 | +83.7% | 16,265 | +106.9% | 0.02% | -8.0% |
| LCTU | Buy | BLACKROCK ETF TRUSTus carbon trans | $921 | +72.8% | 18,895 | +60.5% | 0.02% | -11.5% |
| LEN | Buy | LENNAR CORPcl a | $919 | +73.7% | 9,120 | +81.1% | 0.02% | -11.5% |
| TJX | Buy | TJX COS INC NEW | $878 | +139.2% | 11,066 | +136.6% | 0.02% | +22.2% |
| Buy | SCHWAB CHARLES FAMILY FDamt tax free mny | $893 | +17.8% | 893,025 | +17.9% | 0.02% | -40.5% | |
| CEF | Buy | SPROTT PHYSICAL GOLD & SILVEtr unit | $872 | +83.2% | 48,368 | +92.3% | 0.02% | -4.3% |
| Buy | PHILLIPS EDISON & CO INC | $898 | +137.6% | 26,557 | +129.4% | 0.02% | +15.8% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $898 | +110.3% | 17,403 | +97.0% | 0.02% | +4.8% |
| SLV | Buy | ISHARES SILVER TRishares | $877 | +91.9% | 42,908 | +107.8% | 0.02% | -4.3% |
| CLX | Buy | CLOROX CO DEL | $865 | +256.0% | 5,592 | +264.1% | 0.02% | +83.3% |
| JNK | Buy | SPDR SER TRbloomberg high y | $900 | +87.1% | 9,787 | +88.9% | 0.02% | -8.3% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $886 | +159.8% | 11,202 | +163.8% | 0.02% | +29.4% |
| ARKK | Buy | ARK ETF TRinnovation etf | $877 | +75.8% | 19,996 | +61.8% | 0.02% | -12.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $896 | +178.3% | 52,204 | +183.5% | 0.02% | +37.5% |
| TNK | Buy | TEEKAY TANKERS LTDcl a | $884 | +16.8% | 23,122 | +31.2% | 0.02% | -40.5% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $891 | +93.3% | 39,108 | +99.5% | 0.02% | -4.3% |
| IXN | Buy | ISHARES TRglobal tech etf | $864 | +129.2% | 13,953 | +101.5% | 0.02% | +15.8% |
| TEAF | Buy | ECOFIN SUSTAINABLE AND SOCIA | $866 | +93.7% | 69,352 | +101.2% | 0.02% | 0.0% |
| SOXX | Buy | ISHARES TRishares semicdtr | $868 | +90.8% | 1,926 | +88.3% | 0.02% | 0.0% |
| XCEM | Buy | COLUMBIA ETF TR IIem core ex etf | $886 | +98.2% | 30,950 | +87.5% | 0.02% | 0.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $836 | +110.6% | 6,470 | +107.1% | 0.02% | +5.0% |
| PALC | Buy | PACER FDS TRlunt lrgcp multi | $834 | +217.1% | 24,068 | +216.9% | 0.02% | +61.5% |
| SPLB | New | SPDR SER TRportfolio ln cor | $841 | – | 35,085 | +100.0% | 0.02% | – |
| SHOP | Buy | SHOPIFY INCcl a | $853 | +121.6% | 14,231 | +77.3% | 0.02% | +10.5% |
| FMC | Buy | FMC CORP | $831 | +63.6% | 7,889 | +89.6% | 0.02% | -16.0% |
| EMR | Buy | EMERSON ELEC CO | $837 | +43.3% | 9,266 | +38.2% | 0.02% | -27.6% |
| PBRA | Buy | PETROLEO BRASILEIRO SA PETROsp adr non vtg | $836 | +674.1% | 67,620 | +480.4% | 0.02% | +320.0% |
| SCZ | New | ISHARES TReafe sml cp etf | $851 | – | 14,523 | +100.0% | 0.02% | – |
| Buy | LITMAN GREGORY FDS TRimgp dbi managed | $813 | +92.7% | 29,401 | +83.3% | 0.02% | -4.8% | |
| MCK | Buy | MCKESSON CORP | $794 | +146.6% | 1,978 | +119.0% | 0.02% | +25.0% |
| ILF | Buy | ISHARES TRlatn amer 40 etf | $795 | +191.2% | 29,245 | +156.2% | 0.02% | +53.8% |
| BTEGF | New | BAYTEX ENERGY CORP | $782 | – | 240,102 | +100.0% | 0.02% | – |
| RNRG | Buy | GLOBAL X FDSrenewable energy | $794 | -2.6% | 66,234 | +0.6% | 0.02% | -50.0% |
| EWJ | New | ISHARES INCmsci jpn etf new | $803 | – | 15,185 | +100.0% | 0.02% | – |
| PRU | Buy | PRUDENTIAL FINL INC | $791 | +123.4% | 8,790 | +105.2% | 0.02% | +17.6% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $821 | +57.9% | 21,042 | +56.3% | 0.02% | -23.1% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $786 | +107.4% | 3,153 | +103.0% | 0.02% | +5.3% |
| IWX | Buy | ISHARES TRrus tp200 vl etf | $809 | +49.0% | 12,005 | +44.0% | 0.02% | -25.9% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $744 | +90.3% | 13,660 | +91.8% | 0.02% | 0.0% |
| GM | Buy | GENERAL MTRS CO | $754 | +115.4% | 19,983 | +109.6% | 0.02% | +11.8% |
| PTNQ | New | PACER FDS TRtrendpilot 100 | $767 | – | 12,352 | +100.0% | 0.02% | – |
| SPGI | Buy | S&P GLOBAL INC | $768 | +174.3% | 1,949 | +139.7% | 0.02% | +35.7% |
| MDT | Buy | MEDTRONIC PLC | $755 | +167.7% | 8,538 | +144.0% | 0.02% | +35.7% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $745 | +58.5% | 20,142 | +90.3% | 0.02% | -17.4% |
| CBSH | Buy | COMMERCE BANCSHARES INC | $765 | +50.9% | 13,466 | +55.1% | 0.02% | -24.0% |
| WPC | Buy | WP CAREY INC | $755 | +109.7% | 10,873 | +133.7% | 0.02% | +5.6% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $755 | +126.7% | 2,555 | +143.8% | 0.02% | +18.8% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $762 | +79.7% | 3,172 | +71.8% | 0.02% | -9.5% |
| Buy | GENERAL ELECTRIC CO | $756 | +151.2% | 7,231 | +129.4% | 0.02% | +26.7% | |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $764 | +120.2% | 3,773 | +103.5% | 0.02% | +11.8% |
| DOW | Buy | DOW INC | $743 | +125.2% | 14,009 | +132.4% | 0.02% | +18.8% |
| CI | Buy | THE CIGNA GROUP | $719 | +114.0% | 2,568 | +95.1% | 0.02% | +5.9% |
| HTGC | Buy | HERCULES CAPITAL INC | $726 | +294.6% | 49,103 | +244.9% | 0.02% | +100.0% |
| Buy | GSK PLCsponsored adr | $712 | +126.0% | 18,540 | +109.4% | 0.02% | +12.5% | |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $735 | +127.6% | 16,628 | +132.2% | 0.02% | +12.5% |
| FTRI | Buy | FIRST TR EXCHANGE TRADED FDindxx nat re etf | $718 | +99.4% | 57,074 | +110.0% | 0.02% | 0.0% |
| KLAC | Buy | KLA CORP | $739 | +148.8% | 1,532 | +105.9% | 0.02% | +20.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $741 | +104.7% | 3,544 | +92.3% | 0.02% | 0.0% |
| NVS | Buy | NOVARTIS AGsponsored adr | $716 | +74.6% | 7,111 | +59.8% | 0.02% | -10.0% |
| CFLT | Buy | CONFLUENT INC | $725 | +89.8% | 22,705 | +43.2% | 0.02% | -5.3% |
| REMX | Buy | VANECK ETF TRUSTrare earth/strtg | $709 | +123.0% | 8,508 | +118.5% | 0.02% | +12.5% |
| USTB | Buy | VICTORY PORTFOLIOS IIshort trm bd etf | $708 | +104.0% | 14,470 | +104.4% | 0.02% | +5.9% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $712 | +81.6% | 24,124 | +112.7% | 0.02% | -5.3% |
| WM | Buy | WASTE MGMT INC DEL | $706 | +79.2% | 4,173 | +72.9% | 0.02% | -5.3% |
| WMB | Buy | WILLIAMS COS INC | $727 | +139.9% | 22,553 | +122.2% | 0.02% | +20.0% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $665 | +129.3% | 7,129 | +124.6% | 0.02% | +21.4% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $663 | +86.2% | 22,177 | +101.7% | 0.02% | -5.6% |
| CDW | Buy | CDW CORP | $665 | +21.6% | 3,824 | +36.2% | 0.02% | -37.0% |
| COF | Buy | CAPITAL ONE FINL CORP | $694 | +164.9% | 6,457 | +137.4% | 0.02% | +30.8% |
| TFLO | New | ISHARES TRtrs flt rt bd | $680 | – | 13,413 | +100.0% | 0.02% | – |
| OTIS | Buy | OTIS WORLDWIDE CORP | $689 | +225.0% | 8,584 | +241.4% | 0.02% | +70.0% |
| EBND | Buy | SPDR SER TRbloomberg emergi | $699 | +63.3% | 33,387 | +65.4% | 0.02% | -19.0% |
| BDCZ | Buy | UBS AG LONDON BRANCHetracs mvis busi | $665 | +105.2% | 37,652 | +97.6% | 0.02% | +6.2% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $688 | +83.0% | 2,668 | +103.2% | 0.02% | -10.5% |
| EXC | Buy | EXELON CORP | $667 | +204.6% | 16,092 | +207.2% | 0.02% | +54.5% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $663 | +93.9% | 8,802 | +89.9% | 0.02% | 0.0% |
| ZS | Buy | ZSCALER INC | $671 | +131.4% | 4,536 | +82.5% | 0.02% | +21.4% |
| BKNG | Buy | BOOKING HOLDINGS INC | $662 | +180.5% | 252 | +183.1% | 0.02% | +41.7% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $680 | +67.1% | 9,795 | +67.6% | 0.02% | -15.0% |
| SWK | New | STANLEY BLACK & DECKER INC | $691 | – | 7,265 | +100.0% | 0.02% | – |
| ESGD | Buy | ISHARES TResg aw msci eafe | $698 | +80.4% | 9,964 | +85.0% | 0.02% | -10.5% |
| VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $686 | – | 10,855 | +100.0% | 0.02% | – |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $689 | +188.3% | 4,660 | +157.5% | 0.02% | +41.7% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $695 | +107.5% | 7,403 | +105.5% | 0.02% | 0.0% |
| LULU | Buy | LULULEMON ATHLETICA INC | $622 | +103.9% | 1,724 | +105.7% | 0.02% | +6.7% |
| USXF | Buy | ISHARES TResg msci usa etf | $645 | +94.9% | 18,435 | +84.2% | 0.02% | 0.0% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $640 | +96.9% | 15,192 | +95.9% | 0.02% | 0.0% |
| New | DIMENSIONAL ETF TRUST | $625 | – | 14,974 | +100.0% | 0.02% | – | |
| XLC | Buy | SELECT SECTOR SPDR TR | $634 | +103.9% | 9,792 | +82.4% | 0.02% | +6.7% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $634 | +55.4% | 7,670 | +51.7% | 0.02% | -20.0% |
| PAG | Buy | PENSKE AUTOMOTIVE GRP INC | $622 | +159.2% | 3,738 | +120.8% | 0.02% | +33.3% |
| REM | Buy | ISHARES TRmortge rel etf | $633 | +116.8% | 26,779 | +100.3% | 0.02% | +14.3% |
| UPRO | Buy | PROSHARES TRultrpro s&p500 | $660 | +145.4% | 13,924 | +100.0% | 0.02% | +23.1% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $652 | +148.9% | 60,038 | +156.7% | 0.02% | +23.1% |
| GLW | Buy | CORNING INC | $632 | +85.9% | 18,658 | +93.5% | 0.02% | -5.9% |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $634 | +209.3% | 57,652 | +194.7% | 0.02% | +60.0% |
| MRNA | Buy | MODERNA INC | $635 | +24.5% | 5,138 | +54.7% | 0.02% | -36.0% |
| DFS | Buy | DISCOVER FINL SVCS | $638 | +138.1% | 5,701 | +110.4% | 0.02% | +23.1% |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $643 | +70.6% | 32,604 | +65.4% | 0.02% | -15.8% | |
| CMI | Buy | CUMMINS INC | $595 | +31.1% | 2,493 | +31.0% | 0.02% | -31.8% |
| VEEV | Buy | VEEVA SYS INC | $598 | +106.9% | 3,026 | +92.5% | 0.02% | +7.1% |
| HYLB | Buy | DBX ETF TRxtrack usd high | $616 | +40.3% | 18,076 | +43.1% | 0.02% | -31.8% |
| USB | Buy | US BANCORP DEL | $598 | +69.9% | 17,316 | +77.3% | 0.02% | -11.8% |
| ATO | Buy | ATMOS ENERGY CORP | $584 | +102.1% | 5,024 | +95.4% | 0.02% | +7.1% |
| QAI | Buy | INDEXIQ ETF TRhedge mlti etf | $610 | +55.6% | 20,757 | +54.5% | 0.02% | -21.1% |
| POCT | New | INNOVATOR ETFS TRus eqty pwr buf | $620 | – | 18,528 | +100.0% | 0.02% | – |
| XEL | Buy | XCEL ENERGY INC | $587 | +54.5% | 9,177 | +62.7% | 0.02% | -21.1% |
| BEN | Buy | FRANKLIN RESOURCES INC | $611 | +147.4% | 23,602 | +157.1% | 0.02% | +25.0% |
| PDI | New | PIMCO DYNAMIC INCOME FD | $582 | – | 31,006 | +100.0% | 0.02% | – |
| FTHI | Buy | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $586 | +109.3% | 27,926 | +101.3% | 0.02% | +7.1% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $608 | +121.9% | 11,934 | +114.6% | 0.02% | +7.1% |
| MOS | Buy | MOSAIC CO NEW | $617 | +50.9% | 16,157 | +81.3% | 0.02% | -25.0% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $608 | +40.7% | 21,293 | +42.7% | 0.02% | -28.6% |
| MU | Buy | MICRON TECHNOLOGY INC | $621 | +80.5% | 10,269 | +80.1% | 0.02% | -11.8% |
| GSBD | Buy | GOLDMAN SACHS BDC INC | $585 | +140.7% | 42,176 | +136.4% | 0.02% | +25.0% |
| SONO | Buy | SONOS INC | $588 | +33.9% | 34,922 | +55.9% | 0.02% | -31.8% |
| MPLX | Buy | MPLX LP | $621 | +94.1% | 18,348 | +97.5% | 0.02% | -6.2% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $584 | +107.1% | 50,312 | +104.5% | 0.02% | +7.1% |
| PSX | Buy | PHILLIPS 66 | $612 | +78.9% | 6,665 | +97.6% | 0.02% | -11.8% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $573 | +92.3% | 8,969 | +106.4% | 0.01% | -6.7% |
| TD | Buy | TORONTO DOMINION BK ONT | $581 | +147.2% | 9,322 | +137.1% | 0.01% | +16.7% |
| IWB | Buy | ISHARES TRrus 1000 etf | $550 | +120.9% | 2,259 | +104.1% | 0.01% | +16.7% |
| New | PACER FDS TRdata & digi revo | $573 | – | 18,320 | +100.0% | 0.01% | – | |
| STE | New | STERIS PLC | $565 | – | 2,609 | +100.0% | 0.01% | – |
| USIG | Buy | ISHARES TRusd inv grde etf | $553 | +76.7% | 11,040 | +78.6% | 0.01% | -6.7% |
| Buy | NORTHERN LTS FD TR IVmain buywrite | $580 | +141.7% | 42,959 | +136.7% | 0.01% | +16.7% | |
| TXT | Buy | TEXTRON INC | $556 | +73.2% | 8,623 | +89.6% | 0.01% | -12.5% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $544 | +123.0% | 10,790 | +109.5% | 0.01% | +16.7% |
| DBAW | Buy | DBX ETF TRxtrack msci all | $553 | +90.0% | 18,952 | +88.5% | 0.01% | 0.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $548 | +58.8% | 11,253 | +55.9% | 0.01% | -17.6% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $560 | +99.3% | 27,556 | +91.4% | 0.01% | 0.0% |
| Buy | DIMENSIONAL ETF TRUSTus high profitab | $547 | +117.1% | 20,576 | +104.9% | 0.01% | +16.7% | |
| EFIV | Buy | SPDR SER TRs&p 500 esg etf | $549 | +68.9% | 12,760 | +54.7% | 0.01% | -12.5% |
| AZO | Buy | AUTOZONE INC | $580 | +62.9% | 244 | +68.3% | 0.01% | -22.2% |
| APH | New | AMPHENOL CORP NEWcl a | $559 | – | 6,584 | +100.0% | 0.01% | – |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $558 | +9.8% | 21,612 | +9.6% | 0.01% | -44.0% |
| IVE | New | ISHARES TRs&p 500 val etf | $527 | – | 3,307 | +100.0% | 0.01% | – |
| ROST | Buy | ROSS STORES INC | $523 | +112.6% | 4,748 | +104.7% | 0.01% | +8.3% |
| MP | Buy | MP MATERIALS CORP | $510 | +77.1% | 22,288 | +118.3% | 0.01% | -7.1% |
| BDEC | Buy | INNOVATOR ETFS TRus eqty buf dec | $532 | +47.0% | 14,704 | +37.4% | 0.01% | -27.8% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $529 | +58.9% | 257 | +31.8% | 0.01% | -18.8% |
| Buy | INVENTRUST PPTYS CORP | $530 | +92.0% | 22,425 | +89.9% | 0.01% | -7.1% | |
| OMC | Buy | OMNICOM GROUP INC | $503 | +137.3% | 5,306 | +136.3% | 0.01% | +30.0% |
| WEC | Buy | WEC ENERGY GROUP INC | $532 | +59.3% | 5,906 | +67.5% | 0.01% | -18.8% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $512 | +104.0% | 17,104 | +86.4% | 0.01% | +8.3% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $515 | +125.9% | 3,366 | +102.4% | 0.01% | +18.2% |
| FITB | New | FIFTH THIRD BANCORP | $504 | – | 18,162 | +100.0% | 0.01% | – |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $510 | – | 5,610 | +100.0% | 0.01% | – |
| FSEP | New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $534 | – | 16,733 | +100.0% | 0.01% | – |
| JVAL | New | J P MORGAN EXCHANGE TRADED Fus value factr | $524 | – | 16,310 | +100.0% | 0.01% | – |
| BBDC | Buy | BARINGS BDC INC | $518 | +96.2% | 65,948 | +98.5% | 0.01% | 0.0% |
| CCI | Buy | CROWN CASTLE INC | $532 | +70.0% | 4,024 | +72.0% | 0.01% | -13.3% |
| SPXL | Buy | DIREXION SHS ETF TRdrx s&p500bull | $536 | +148.1% | 5,953 | +101.5% | 0.01% | +18.2% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $514 | +116.9% | 3,520 | +119.3% | 0.01% | +8.3% |
| NDAQ | Buy | NASDAQ INC | $521 | +48.0% | 7,776 | +20.8% | 0.01% | -23.5% |
| EDOC | Buy | GLOBAL X FDStelmdc&dig etf | $499 | +105.3% | 42,972 | +107.7% | 0.01% | 0.0% |
| OIH | Buy | VANECK ETF TRUSToil services etf | $501 | +34.3% | 1,782 | +32.6% | 0.01% | -33.3% |
| IYH | Buy | ISHARES TRus hlthcare etf | $472 | +14.6% | 1,684 | +11.5% | 0.01% | -40.0% |
| RCL | New | ROYAL CARIBBEAN GROUP | $496 | – | 5,195 | +100.0% | 0.01% | – |
| HUM | New | HUMANA INC | $500 | – | 1,115 | +100.0% | 0.01% | – |
| PSA | Buy | PUBLIC STORAGE | $492 | +98.4% | 1,651 | +101.3% | 0.01% | 0.0% |
| IAPR | New | INNOVATOR ETFS TRintrnl dev aprl | $492 | – | 19,730 | +100.0% | 0.01% | – |
| RY | Buy | ROYAL BK CDA | $470 | +102.6% | 4,924 | +102.5% | 0.01% | +9.1% |
| TMAT | Buy | NORTHERN LTS FD TR IVmain thematc in | $485 | +180.3% | 32,654 | +166.3% | 0.01% | +33.3% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $484 | +104.2% | 2,284 | +94.4% | 0.01% | 0.0% |
| PRFZ | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $472 | – | 2,750 | +100.0% | 0.01% | – |
| CWH | New | CAMPING WORLD HLDGS INCcl a | $494 | – | 18,553 | +100.0% | 0.01% | – |
| BRKR | Buy | BRUKER CORP | $488 | +76.8% | 6,979 | +99.7% | 0.01% | -14.3% |
| EQIX | Buy | EQUINIX INC | $500 | +101.6% | 679 | +97.4% | 0.01% | 0.0% |
| CFB | New | CROSSFIRST BANKSHARES INC | $470 | – | 47,000 | +100.0% | 0.01% | – |
| SYY | Buy | SYSCO CORP | $466 | +120.9% | 6,069 | +122.6% | 0.01% | +20.0% |
| GNRC | New | GENERAC HLDGS INC | $477 | – | 2,284 | +100.0% | 0.01% | – |
| FMAY | New | FIRST TR EXCHNG TRADED FD VIcboe vest us buf | $472 | – | 12,108 | +100.0% | 0.01% | – |
| DNOV | New | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $466 | – | 12,954 | +100.0% | 0.01% | – |
| APA | Buy | APA CORPORATION | $489 | +101.2% | 14,294 | +111.9% | 0.01% | 0.0% |
| VMI | Buy | VALMONT INDS INC | $484 | +61.3% | 1,875 | +99.5% | 0.01% | -20.0% |
| BCD | Buy | ABRDN ETFS | $450 | +34.7% | 14,116 | +40.0% | 0.01% | -31.2% |
| NSC | New | NORFOLK SOUTHN CORP | $438 | – | 1,927 | +100.0% | 0.01% | – |
| SUSA | New | ISHARES TRmsci usa esg slc | $457 | – | 4,955 | +100.0% | 0.01% | – |
| ENB | Buy | ENBRIDGE INC | $421 | +73.3% | 10,868 | +70.6% | 0.01% | -8.3% |
| Buy | BROOKFIELD CORPcl a ltd vt sh | $446 | +55.9% | 13,256 | +50.9% | 0.01% | -21.4% | |
| HYGH | Buy | ISHARES U S ETF TRit rt hdg hgyl | $424 | +93.6% | 5,052 | +90.7% | 0.01% | 0.0% |
| FNGS | Buy | BANK MONTREAL MEDIUMnt lkd 38 | $446 | -13.6% | 20,038 | +4.3% | 0.01% | -56.0% |
| IDAT | Buy | ISHARES TRfuture cloud 5g | $443 | +112.0% | 18,200 | +106.8% | 0.01% | +10.0% |
| FDMO | Buy | FIDELITY COVINGTON TRUSTmomentum factr | $438 | +104.7% | 9,072 | +89.5% | 0.01% | 0.0% |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $421 | – | 6,088 | +100.0% | 0.01% | – |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $427 | +59.3% | 5,693 | +53.5% | 0.01% | -15.4% |
| SDVY | Buy | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $448 | +105.5% | 15,848 | +93.6% | 0.01% | 0.0% |
| ADSK | New | AUTODESK INC | $461 | – | 2,255 | +100.0% | 0.01% | – |
| Buy | GLOBAL X FDScannabis etf new | $459 | +68.1% | 55,201 | +84.0% | 0.01% | -15.4% | |
| GDRX | Buy | GOODRX HLDGS INC | $455 | +82.0% | 80,015 | +100.0% | 0.01% | -8.3% |
| SFM | New | SPROUTS FMRS MKT INC | $453 | – | 12,379 | +100.0% | 0.01% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $456 | – | 7,678 | +100.0% | 0.01% | – |
| SQ | Buy | BLOCK INCcl a | $428 | +33.8% | 6,449 | +38.5% | 0.01% | -31.2% |
| PPL | Buy | PPL CORP | $451 | +103.2% | 17,026 | +113.4% | 0.01% | 0.0% |
| SJNK | New | SPDR SER TRbloomberg sht te | $461 | – | 19,070 | +100.0% | 0.01% | – |
| Buy | WARNER BROS DISCOVERY INC | $430 | +41.4% | 33,468 | +66.4% | 0.01% | -26.7% | |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $454 | +97.4% | 4,248 | +98.6% | 0.01% | 0.0% |
| DBX | New | DROPBOX INCcl a | $434 | – | 16,300 | +100.0% | 0.01% | – |
| IGIB | Buy | ISHARES TR | $454 | +47.9% | 8,983 | +50.0% | 0.01% | -26.7% |
| HPQ | New | HP INC | $444 | – | 14,408 | +100.0% | 0.01% | – |
| Buy | BLACKSTONE SECD LENDING FD | $458 | +122.3% | 16,730 | +102.3% | 0.01% | +10.0% | |
| HDG | Buy | PROSHARES TRhd replication | $437 | +42.8% | 9,032 | +41.5% | 0.01% | -26.7% |
| SGOL | Buy | ABRDN GOLD ETF TRUST | $436 | +58.0% | 23,751 | +62.5% | 0.01% | -21.4% |
| TRV | Buy | TRAVELERS COMPANIES INC | $437 | +111.1% | 2,513 | +108.4% | 0.01% | +10.0% |
| TW | Buy | TRADEWEB MKTS INCcl a | $431 | +67.1% | 6,304 | +93.4% | 0.01% | -15.4% |
| NUE | New | NUCOR CORP | $406 | – | 2,480 | +100.0% | 0.01% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $396 | – | 1,724 | +100.0% | 0.01% | – |
| CLMT | Buy | CALUMET SPECIALTY PRODS PARTut ltd partner | $397 | +76.4% | 26,234 | +103.1% | 0.01% | -9.1% |
| PGF | New | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $419 | – | 26,992 | +100.0% | 0.01% | – |
| CHE | New | CHEMED CORP NEW | $410 | – | 758 | +100.0% | 0.01% | – |
| TTD | New | THE TRADE DESK INC | $387 | – | 8,063 | +100.0% | 0.01% | – |
| CBU | Buy | COMMUNITY BK SYS INC | $412 | +32.5% | 8,796 | +48.4% | 0.01% | -33.3% |
| ETR | New | ENTERGY CORP NEW | $390 | – | 4,007 | +100.0% | 0.01% | – |
| DLR | Buy | DIGITAL RLTY TR INC | $411 | +27.2% | 3,612 | +10.1% | 0.01% | -37.5% |
| IYK | New | ISHARES TRus consm staples | $420 | – | 2,096 | +100.0% | 0.01% | – |
| DSI | Buy | ISHARES TRmsci kld400 soc | $389 | +8.7% | 5,072 | +10.4% | 0.01% | -44.4% |
| CWB | Buy | SPDR SER TRbbg conv sec etf | $362 | +65.3% | 5,171 | +58.2% | 0.01% | -18.2% |
| TMHC | Buy | TAYLOR MORRISON HOME CORP | $359 | +31.0% | 7,353 | +2.8% | 0.01% | -35.7% |
| VLY | Buy | VALLEY NATL BANCORP | $354 | +67.8% | 45,734 | +100.0% | 0.01% | -10.0% |
| LUV | Buy | SOUTHWEST AIRLS CO | $349 | +17.1% | 9,629 | +5.2% | 0.01% | -40.0% |
| ALB | Buy | ALBEMARLE CORP | $361 | +2.8% | 1,617 | +1.7% | 0.01% | -47.1% |
| NVTA | Buy | INVITAE CORP | $338 | +93.1% | 231,344 | +78.2% | 0.01% | -11.1% |
| GOSS | Buy | GOSSAMER BIO INC | $314 | +685.0% | 64,663 | +104.8% | 0.01% | +300.0% |
| ITA | New | ISHARES TRus aer def etf | $332 | – | 3,350 | +100.0% | 0.01% | – |
| DHI | New | D R HORTON INC | $310 | – | 2,553 | +100.0% | 0.01% | – |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $313 | – | 7,103 | +100.0% | 0.01% | – |
| BHK | Buy | BLACKROCK CORE BD TR | $338 | +104.8% | 31,828 | +108.9% | 0.01% | 0.0% |
| DEED | Buy | FIRST TR EXCHNG TRADED FD VItcw securitized | $319 | +0.9% | 14,943 | +2.7% | 0.01% | -50.0% |
| SKOR | New | FLEXSHARES TRcr scd us bd | $332 | – | 7,003 | +100.0% | 0.01% | – |
| Buy | PIMCO ETF TR | $324 | +58.8% | 7,269 | +58.2% | 0.01% | -20.0% | |
| ITM | New | VANECK ETF TRUSTintrmdt muni etf | $331 | – | 7,238 | +100.0% | 0.01% | – |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $328 | +139.4% | 42,308 | +87.6% | 0.01% | +14.3% |
| New | DIMENSIONAL ETF TRUSTintl core equity | $269 | – | 11,101 | +100.0% | 0.01% | – | |
| CAG | Buy | CONAGRA BRANDS INC | $297 | +18.3% | 8,809 | +31.8% | 0.01% | -41.7% |
| BWA | New | BORGWARNER INC | $287 | – | 5,875 | +100.0% | 0.01% | – |
| SWAV | New | SHOCKWAVE MED INC | $294 | – | 1,031 | +100.0% | 0.01% | – |
| SWN | Buy | SOUTHWESTERN ENERGY CO | $298 | +192.2% | 49,658 | +144.1% | 0.01% | +40.0% |
| FEI | New | FIRST TR MLP & ENERGY INCOM | $267 | – | 34,700 | +100.0% | 0.01% | – |
| TGTX | New | TG THERAPEUTICS INC | $273 | – | 19,929 | +100.0% | 0.01% | – |
| ARW | New | ARROW ELECTRS INC | $263 | – | 1,841 | +100.0% | 0.01% | – |
| EWW | New | ISHARES INCmsci mexico etf | $293 | – | 6,287 | +100.0% | 0.01% | – |
| VTR | New | VENTAS INC | $261 | – | 5,520 | +100.0% | 0.01% | – |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $297 | – | 12,700 | +100.0% | 0.01% | – |
| WSM | Buy | WILLIAMS SONOMA INC | $295 | +28.3% | 2,356 | +24.7% | 0.01% | -36.4% |
| AGNC | Buy | AGNC INVT CORP | $278 | +152.7% | 27,398 | +150.6% | 0.01% | +40.0% |
| RSG | Buy | REPUBLIC SVCS INC | $242 | +13.6% | 1,704 | +8.3% | 0.01% | -45.5% |
| BGT | New | BLACKROCK FLOATING RATE INC | $239 | – | 20,535 | +100.0% | 0.01% | – |
| PWR | New | QUANTA SVCS INC | $246 | – | 1,251 | +100.0% | 0.01% | – |
| SNOW | Buy | SNOWFLAKE INCcl a | $250 | +20.2% | 1,761 | +30.8% | 0.01% | -40.0% |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $245 | – | 11,242 | +100.0% | 0.01% | – |
| SEM | Buy | SELECT MED HLDGS CORP | $250 | +23.8% | 7,859 | +0.4% | 0.01% | -40.0% |
| HRB | New | BLOCK H & R INC | $249 | – | 7,815 | +100.0% | 0.01% | – |
| FSK | Buy | FS KKR CAP CORP | $237 | +24.7% | 12,295 | +19.8% | 0.01% | -33.3% |
| JMBS | New | JANUS DETROIT STR TRhenderson mtg | $223 | – | 4,644 | +100.0% | 0.01% | – |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $254 | +164.6% | 16,575 | +46.2% | 0.01% | +20.0% |
| AEE | Buy | AMEREN CORP | $228 | -5.4% | 2,796 | +0.1% | 0.01% | -50.0% |
| K | New | KELLOGG CO | $236 | – | 3,500 | +100.0% | 0.01% | – |
| AXON | New | AXON ENTERPRISE INC | $230 | – | 1,181 | +100.0% | 0.01% | – |
| MKSI | New | MKS INSTRS INC | $225 | – | 2,082 | +100.0% | 0.01% | – |
| MAIN | New | MAIN STR CAP CORP | $232 | – | 5,794 | +100.0% | 0.01% | – |
| MPC | Buy | MARATHON PETE CORP | $249 | +0.4% | 2,135 | +16.2% | 0.01% | -50.0% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $238 | +11.2% | 8,586 | +12.3% | 0.01% | -45.5% |
| CSWC | New | CAPITAL SOUTHWEST CORP | $223 | – | 11,318 | +100.0% | 0.01% | – |
| CFFN | Buy | CAPITOL FED FINL INC | $224 | +133.3% | 29,212 | +103.5% | 0.01% | +20.0% |
| AN | New | AUTONATION INC | $231 | – | 1,400 | +100.0% | 0.01% | – |
| GTLS | New | CHART INDS INC | $247 | – | 1,550 | +100.0% | 0.01% | – |
| WELL | Buy | WELLTOWER INC | $258 | +18.9% | 3,191 | +5.4% | 0.01% | -45.5% |
| SPIP | New | SPDR SER TRportfli tips etf | $239 | – | 9,043 | +100.0% | 0.01% | – |
| IWR | Buy | ISHARES TRrus mid cap etf | $258 | -4.4% | 3,955 | +2.3% | 0.01% | -53.8% |
| ORI | New | OLD REP INTL CORP | $226 | – | 8,985 | +100.0% | 0.01% | – |
| PHM | New | PULTE GROUP INC | $248 | – | 3,194 | +100.0% | 0.01% | – |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $204 | +2.0% | 2,688 | +7.0% | 0.01% | -50.0% |
| ALGM | New | ALLEGRO MICROSYSTEMS INC | $201 | – | 4,442 | +100.0% | 0.01% | – |
| YETI | New | YETI HLDGS INC | $211 | – | 4,888 | +100.0% | 0.01% | – |
| INTT | New | INTEST CORP | $218 | – | 8,300 | +100.0% | 0.01% | – |
| VIXM | New | PROSHARES TR IIvix mdtrm futr n | $205 | – | 5,802 | +100.0% | 0.01% | – |
| DRI | New | DARDEN RESTAURANTS INC | $201 | – | 1,203 | +100.0% | 0.01% | – |
| ED | New | CONSOLIDATED EDISON INC | $218 | – | 2,410 | +100.0% | 0.01% | – |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $219 | – | 4,966 | +100.0% | 0.01% | – |
| CLVT | Buy | CLARIVATE PLC | $218 | +103.7% | 22,800 | +100.0% | 0.01% | 0.0% |
| QRVO | New | QORVO INC | $206 | – | 2,024 | +100.0% | 0.01% | – |
| IRM | New | IRON MTN INC DEL | $212 | – | 3,736 | +100.0% | 0.01% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $206 | – | 1,243 | +100.0% | 0.01% | – |
| CCL | New | CARNIVAL CORP | $212 | – | 11,263 | +100.0% | 0.01% | – |
| NSL | Buy | NUVEEN SR INCOME FD | $196 | +73.5% | 42,999 | +75.9% | 0.01% | -16.7% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $217 | +4.3% | 1,966 | +3.5% | 0.01% | -50.0% |
| TRTN | New | TRITON INTL LTDcl a | $203 | – | 3,837 | +100.0% | 0.01% | – |
| SLQT | Buy | SELECTQUOTE INC | $199 | +362.8% | 96,296 | +389.7% | 0.01% | +150.0% |
| AAON | New | AAON INC | $209 | – | 2,201 | +100.0% | 0.01% | – |
| THC | New | TENET HEALTHCARE CORP | $203 | – | 2,499 | +100.0% | 0.01% | – |
| EBIZ | New | GLOBAL X FDS | $210 | – | 12,124 | +100.0% | 0.01% | – |
| MELI | Buy | MERCADOLIBRE INC | $218 | -7.6% | 184 | +2.8% | 0.01% | -58.3% |
| IMMR | New | IMMERSION CORP | $155 | – | 21,840 | +100.0% | 0.00% | – |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $168 | +22.6% | 18,184 | +9.2% | 0.00% | -42.9% |
| New | VITA COCO CO INC | $147 | – | 15,000 | +100.0% | 0.00% | – | |
| TLRY | Buy | TILRAY BRANDS INC | $158 | +36.2% | 100,060 | +118.5% | 0.00% | -33.3% |
| FPEI | New | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $170 | – | 10,112 | +100.0% | 0.00% | – |
| New | ALPINE 4 HOLDINGS INCcl a new | $106 | – | 52,542 | +100.0% | 0.00% | – | |
| New | ARHAUS INC | $113 | – | 10,850 | +100.0% | 0.00% | – | |
| NOK | Buy | NOKIA CORPsponsored adr | $137 | +61.2% | 30,858 | +78.4% | 0.00% | -25.0% |
| JBLU | New | JETBLUE AWYS CORP | $114 | – | 13,642 | +100.0% | 0.00% | – |
| Buy | WESTERN DIGITAL CORP.note 1.500% 2/0 | $86 | +104.8% | 88,000 | +100.0% | 0.00% | 0.0% | |
| ISUN | Buy | ISUN INC | $84 | -22.9% | 210,696 | +100.0% | 0.00% | -60.0% |
| New | GLOBAL X FDSgbl x blockchain | $78 | – | 13,256 | +100.0% | 0.00% | – | |
| GFI | New | GOLD FIELDS LTDsponsored adr | $96 | – | 10,511 | +100.0% | 0.00% | – |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $72 | +118.2% | 34,254 | +140.9% | 0.00% | 0.0% |
| HGBL | New | HERITAGE GLOBAL INC | $68 | – | 18,737 | +100.0% | 0.00% | – |
| NGD | New | NEW GOLD INC CDA | $67 | – | 62,900 | +100.0% | 0.00% | – |
| JQC | Buy | NUVEEN CR STRATEGIES INCOME | $76 | +4.1% | 14,872 | +3.7% | 0.00% | -50.0% |
| PACW | New | PACWEST BANCORP DEL | $86 | – | 10,596 | +100.0% | 0.00% | – |
| IAG | New | IAMGOLD CORP | $86 | – | 32,862 | +100.0% | 0.00% | – |
| PIM | Buy | PUTNAM MASTER INTER INCOME Tsh ben int | $84 | +95.3% | 26,832 | +100.0% | 0.00% | 0.0% |
| HBM | New | HUDBAY MINERALS INC | $96 | – | 20,116 | +100.0% | 0.00% | – |
| REI | Buy | RING ENERGY INC | $54 | +80.0% | 32,000 | +100.0% | 0.00% | 0.0% |
| CIK | New | CREDIT SUISSE ASSET MGMT INC | $33 | – | 11,292 | +100.0% | 0.00% | – |
| HRTX | Buy | HERON THERAPEUTICS INC | $46 | +170.6% | 23,178 | +102.2% | 0.00% | 0.0% |
| New | AMPIO PHARMACEUTICALS INC | $3 | – | 19,967 | +100.0% | 0.00% | – | |
| ZIOP | New | ALAUNOS THERAPEUTICS INC | $8 | – | 14,800 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- CreativeOne Securities, LLC #1
- CreativeOne Securities, LLC #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JP MORGAN EXCHANGE TRADED FD | 23 | Q3 2023 | 8.7% |
| VANGUARD INDEX FDS | 23 | Q3 2023 | 5.7% |
| JP MORGAN EXCHANGE TRADED FD | 23 | Q3 2023 | 9.2% |
| JP MORGAN EXCHANGE TRADED FD | 23 | Q3 2023 | 7.1% |
| VANGUARD INDEX FDS | 23 | Q3 2023 | 5.1% |
| SCHWAB STRATEGIC TR | 23 | Q3 2023 | 17.8% |
| VANGUARD TAX-MANAGED INTL FD | 23 | Q3 2023 | 4.2% |
| JP MORGAN EXCHANGE TRADED FD | 23 | Q3 2023 | 5.0% |
| VANGUARD BD INDEX FDS | 23 | Q3 2023 | 2.7% |
| VANGUARD CHARLOTTE FDS | 23 | Q3 2023 | 2.6% |
View CreativeOne Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-17 |
| 13F-HR/A | 2023-08-16 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
View CreativeOne Wealth, 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.