$240 Million is the total value of Retirement Group, LLC's 802 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 12.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY CLASS Bcl b new | $44,801,619 | +4.7% | 127,895 | +1.9% | 18.66% | +4.8% |
| XLG | Buy | INVSC S P 500 TOP 50 ETFs&p 500 top 50 | $19,558,751 | +1.7% | 575,935 | +947.5% | 8.15% | +1.8% |
| XOM | Sell | EXXON MOBIL CORP | $12,021,052 | -7.1% | 102,237 | -15.2% | 5.01% | -7.0% |
| SHY | Buy | ISHARES 1-3 YEAR TREASRYBOND ETF1 3 yr treas bd | $10,029,106 | +7.4% | 123,862 | +7.5% | 4.18% | +7.5% |
| TLT | Buy | ISHARES 20 PLS YEAR TREASURY BND ETF20 yr tr bd etf | $9,461,272 | -2.2% | 106,678 | +13.5% | 3.94% | -2.1% |
| MDYV | Buy | SPDR S&P 400 MID CAP VALUE ETFs&p 400 mdcp val | $9,142,450 | -3.5% | 140,957 | +2.3% | 3.81% | -3.4% |
| SLYV | Buy | SPDR S&P 600 SMALL CAP VALUE ETFs&p 600 smcp val | $8,474,553 | -3.6% | 117,100 | +2.8% | 3.53% | -3.5% |
| SCHD | Sell | SCHWAB US DIVIDEND EQUITY ETFus dividend eq | $8,219,064 | -13.4% | 116,154 | -11.1% | 3.42% | -13.2% |
| QQQ | Buy | QUALIGEN THERAPEUTICS INunit ser 1 | $6,622,250 | +9.5% | 18,833 | +15.0% | 2.76% | +9.6% |
| CVX | Buy | CHEVRON CORP | $6,490,320 | +23.7% | 38,491 | +15.4% | 2.70% | +23.8% |
| VTV | Sell | VANGUARD VALUE ETFvalue etf | $5,184,014 | -4.8% | 37,584 | -1.9% | 2.16% | -4.7% |
| CAT | Sell | CATERPILLAR INC | $5,176,027 | +10.9% | 18,960 | -0.0% | 2.16% | +11.0% |
| JEF | Buy | JEFFERIES FINL | $4,845,240 | +13.0% | 132,275 | +2.3% | 2.02% | +13.1% |
| AAPL | Buy | APPLE INC | $4,008,000 | -10.4% | 23,410 | +1.5% | 1.67% | -10.3% |
| VUG | Sell | VANGUARD GROWTH ETFgrowth etf | $3,236,683 | -4.2% | 11,886 | -0.4% | 1.35% | -4.1% |
| IVV | Buy | ISHARES CORE S&P 500 ETFcore s&p500 etf | $2,905,986 | -3.0% | 6,767 | +0.7% | 1.21% | -2.9% |
| SPY | Buy | SPDR S&P 500 ETFtr unit | $2,637,950 | +12.8% | 6,171 | +17.0% | 1.10% | +12.9% |
| Buy | BROOKFIELD CORP FCLASS Acl a ltd vt sh | $2,578,555 | -4.8% | 82,461 | +2.4% | 1.07% | -4.7% | |
| NVDA | Buy | NVIDIA CORP | $2,577,064 | +17.6% | 5,924 | +14.3% | 1.07% | +17.7% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFdiv app etf | $2,367,976 | -4.8% | 15,240 | -0.5% | 0.99% | -4.7% |
| SCHZ | Sell | SCHWAB US AGGREGATE BONDETFus aggregate b | $2,044,620 | -4.5% | 46,227 | -0.3% | 0.85% | -4.3% |
| AMZN | Buy | AMAZON.COM INC | $1,803,579 | +1.5% | 14,188 | +4.1% | 0.75% | +1.6% |
| BABA | Buy | ALIBABA GROUP HLDG ORDFsponsored ads | $1,690,480 | +13.3% | 21,237 | +18.6% | 0.70% | +13.4% |
| T | Sell | A T & T INC | $1,679,444 | -7.6% | 111,814 | -1.9% | 0.70% | -7.4% |
| SCHP | Sell | SCHWAB US TIPS ETFus tips etf | $1,665,918 | -6.2% | 32,995 | -2.6% | 0.69% | -6.1% |
| COP | CONOCOPHILLIPS | $1,543,503 | +15.6% | 12,884 | 0.0% | 0.64% | +15.9% | |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFhigh div yld | $1,534,016 | +45.7% | 14,847 | +49.6% | 0.64% | +45.9% |
| SGOL | Buy | ABRDN PHYSICAL GOLD SHARES ETF | $1,451,500 | -3.0% | 82,052 | +0.8% | 0.60% | -2.7% |
| MSFT | Buy | MODERNA INC | $1,361,279 | -1.4% | 4,371 | +6.3% | 0.57% | -1.4% |
| SRLN | Sell | SPDR BLACKSTONE SENIOR LOAN ETFblkstn gsosrln | $1,192,381 | -4.4% | 28,437 | -4.5% | 0.50% | -4.2% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFtotal stk mkt | $1,183,051 | -3.3% | 5,570 | +0.3% | 0.49% | -3.1% |
| VDE | Sell | VANGUARD ENERGY ETFenergy etf | $1,116,706 | +11.9% | 8,811 | -0.4% | 0.46% | +12.0% |
| Buy | ALPS O SHARES U S QLTY DIVID ETFoshares us qualt | $1,038,061 | -0.3% | 24,757 | +4.6% | 0.43% | -0.2% | |
| FPE | Sell | FIRST TRUST PREFERRED SEC INCOME ETFpfd secs inc etf | $987,887 | -4.3% | 61,859 | -4.3% | 0.41% | -4.2% |
| GLD | Sell | SPDR GOLD SHARES ETF | $984,980 | -51.4% | 5,745 | -49.5% | 0.41% | -51.4% |
| FTSL | Sell | FIRST TRUST SENIOR LOAN ETFsenior ln fd | $982,001 | -0.2% | 21,469 | -1.2% | 0.41% | 0.0% |
| ADBE | Sell | ADOBE INC | $947,904 | +3.9% | 1,859 | -0.4% | 0.40% | +3.9% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFftse dev mkt etf | $883,973 | -6.7% | 20,219 | -1.4% | 0.37% | -6.6% |
| BX | Sell | BLACKSTONE INC | $864,084 | +14.1% | 8,065 | -1.0% | 0.36% | +14.3% |
| SCHO | Sell | SCHWAB SHORT TERM US TREASURY ETFsht tm us tres | $854,310 | -7.6% | 17,839 | -7.2% | 0.36% | -7.5% |
| SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFintl eqty etf | $848,898 | -7.9% | 24,997 | -3.3% | 0.35% | -7.8% |
| DIVO | Buy | AMPLIFY CWP ENHANCED DIVINM ETFtr cwp enhanced div | $847,586 | +2.3% | 24,405 | +6.0% | 0.35% | +2.3% |
| SCHH | Sell | CHARLES SCHWAB US REIT ETFus reit etf | $824,925 | -11.2% | 46,475 | -2.3% | 0.34% | -11.1% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR ETFenergy | $817,150 | +20.8% | 9,040 | +8.5% | 0.34% | +21.0% |
| BAM | Buy | BROOKFIELD ASSET MANAG FCLASS Acl a ltd vt sh | $811,562 | +9.0% | 24,342 | +6.6% | 0.34% | +9.0% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFrussell 2000 etf | $802,038 | -6.5% | 4,538 | -0.9% | 0.33% | -6.4% |
| BCI | Buy | ABRDN BLMBRG ALL CM SG K1 FR ETF | $776,468 | +7.8% | 36,782 | +3.0% | 0.32% | +7.7% |
| SCHB | Sell | SCHWAB US BROAD MARKET ETFus brd mkt etf | $767,142 | -5.2% | 15,389 | -1.7% | 0.32% | -5.0% |
| SYLD | Buy | CAMBRIA SHAREHOLDER YIELD ETF | $764,575 | +181.8% | 12,620 | +184.6% | 0.32% | +181.4% |
| SLV | Buy | ISHARES SILVER TRUST ETFishares | $746,173 | +284.0% | 36,685 | +294.3% | 0.31% | +284.0% |
| SCHR | Sell | SCHWAB INTERMEDIATE TERMUS TRS ETFintrm trm tres | $739,954 | -9.5% | 15,435 | -6.9% | 0.31% | -9.4% |
| New | CAPITAL GROUP DIVIDEND VALUE ETF | $710,455 | – | 26,840 | +100.0% | 0.30% | – | |
| PSX | Buy | PHILLIPS 66 | $697,997 | +26.0% | 5,809 | +0.0% | 0.29% | +26.5% |
| O | Buy | REALTY INCOME CORP REIT | $693,583 | -15.5% | 13,888 | +1.2% | 0.29% | -15.2% |
| IVLU | Sell | ISHARES MSCI INTL VALUE FACTOR ETFmsci intl vlu ft | $614,397 | -2.2% | 24,227 | -1.9% | 0.26% | -1.9% |
| XLI | Buy | SELECT SECTOR INDUSTRIALSPDR ETFsbi int-inds | $597,027 | +15795.3% | 5,889 | +16725.7% | 0.25% | +12350.0% |
| PGX | Sell | INVESCO PREFERRED ETFpfd etf | $578,912 | -6.1% | 52,869 | -2.5% | 0.24% | -5.9% |
| SCHE | Buy | SCHWAB EMERGING MARKETS EQUITY ETFemrg mkteq etf | $563,500 | -0.1% | 23,538 | +2.7% | 0.24% | 0.0% |
| Buy | IMGP DBI MANAGED FUTURESSTRTGY ETFimgp dbi managed | $560,660 | +21.5% | 19,400 | +16.2% | 0.23% | +21.9% | |
| PDBC | Sell | INVSC ACTVLY MNG OPTM YDDVRS ETF IVoptimum yield | $545,869 | +9.1% | 36,513 | -0.7% | 0.23% | +9.1% |
| IJH | Sell | ISHARES CORE S&P MID-CAPETFcore s&p mcp etf | $532,113 | -8.4% | 2,134 | -3.9% | 0.22% | -8.3% |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $516,831 | -2.7% | 24,310 | 0.0% | 0.22% | -2.7% | |
| XMHQ | Buy | INVESCO S AND P MIDCAP QUALTY ETFs&p mdcp quality | $511,200 | +28.0% | 6,347 | +28.3% | 0.21% | +28.3% |
| SCHV | Sell | SCHWAB US LARGE CAP VALUE ETFus lcap va etf | $490,734 | -5.9% | 7,613 | -2.1% | 0.20% | -6.0% |
| BBDC | Buy | BARINGS BDC INC | $468,325 | +41.9% | 52,562 | +24.9% | 0.20% | +42.3% |
| SDY | Sell | SPDR S&P DIVIDEND ETFs&p divid etf | $421,103 | -65.6% | 3,661 | -63.4% | 0.18% | -65.7% |
| OGIG | Buy | OCUGEN INC | $409,981 | -0.4% | 23,047 | +79.1% | 0.17% | 0.0% |
| GOOGL | Buy | ALPHABET INC. CLASS Acap stk cl a | $407,367 | +25.3% | 3,113 | +14.6% | 0.17% | +25.9% |
| GOOG | Buy | ALPHABET INC. CLASS Ccap stk cl c | $381,706 | +26.5% | 2,895 | +16.0% | 0.16% | +26.2% |
| RDIV | INVESCO S P ULTRA DIVIDEND REV ETFs&p ultra divide | $361,933 | -5.0% | 9,730 | 0.0% | 0.15% | -4.4% | |
| GNL | Buy | GLOBAL NET LEASE INCORPO | $352,303 | +8197.3% | 36,660 | +8776.5% | 0.15% | +7250.0% |
| FDVV | Buy | FIDELITY HIGH DIVIDEND ETFhigh divid etf | $352,134 | +317.0% | 9,125 | +329.4% | 0.15% | +320.0% |
| SOXX | Buy | ISHARES SEMICONDUCTOR ETF IVphlx semicnd etf | $343,079 | -5.3% | 724 | +1.4% | 0.14% | -5.3% |
| EFAV | Sell | ISHARES MSCI EAF MIN VOLFCT ETFmsci eafe min vl | $328,568 | -4.3% | 5,038 | -1.0% | 0.14% | -4.2% |
| LQD | Sell | ISHARES IBOXX INVT GRADEBOND ETFiboxx inv cp etf | $322,383 | -31.3% | 3,160 | -27.2% | 0.13% | -31.3% |
| MTUM | Buy | ISHARES MSCI USA MOMNTUMFCT ETFmsci usa mmentm | $320,738 | -1.0% | 2,296 | +2.2% | 0.13% | -0.7% |
| FB | Buy | META PLATFORMS INC CLASS Acl a | $318,523 | +28.8% | 1,061 | +23.1% | 0.13% | +29.1% |
| XLK | Buy | TECHNOLOGY SELECT SECTORSPDR ETFtechnology | $314,456 | -5.6% | 1,918 | +0.1% | 0.13% | -5.8% |
| WFC | WELLS FARGO & CO | $306,859 | -4.3% | 7,510 | 0.0% | 0.13% | -3.8% | |
| FDL | Sell | FIRST TRUST MORNINGSTAR DIV LDRS ETF | $300,960 | -21.2% | 9,000 | -19.8% | 0.12% | -21.4% |
| SPYV | Buy | SPDR S&P 500 VALUE ETFprtflo s&p500 vl | $300,167 | +321.1% | 7,275 | +340.9% | 0.12% | +316.7% |
| Sell | VITESSE ENERGY INC | $287,727 | -2.4% | 12,570 | -4.5% | 0.12% | -2.4% | |
| NOBL | PROSHARES S&P 500 DIV ARISTOCRAT ETFs&p 500 dv arist | $277,604 | -6.1% | 3,135 | 0.0% | 0.12% | -5.7% | |
| MO | Sell | MONSTER BEVERAGE CORPORA | $276,970 | -8.8% | 6,572 | -1.9% | 0.12% | -8.7% |
| SCHG | SCHWAB US LARGE CAP GROWTH ETFus lcap gr etf | $275,638 | -3.0% | 3,790 | 0.0% | 0.12% | -2.5% | |
| ALLIANZIM US LARGE CAP BUFF10 ETFallianzim u s la | $263,457 | -2.5% | 8,538 | 0.0% | 0.11% | -1.8% | ||
| DGRO | Sell | ISHARES CORE DIVIDEND GROWTH ETFcore div grwth | $265,223 | -15.9% | 5,355 | -12.5% | 0.11% | -16.0% |
| AMLP | Buy | ALPS ALERIAN MLP ETFalerian mlp | $258,098 | +8.1% | 6,116 | +0.4% | 0.11% | +9.1% |
| RSP | Buy | INVSC S P 500 EQUAL WEIGHT ETFs&p500 eql wgt | $231,791 | +23.8% | 4,516 | +261.0% | 0.10% | +24.4% |
| ABBV | Sell | ABBVIE INC | $232,908 | +8.9% | 1,563 | -1.6% | 0.10% | +9.0% |
| HERD | Buy | PACER US CASH COWS 100 ETFcash cows etf | $234,051 | +17.1% | 4,735 | +13.4% | 0.10% | +16.9% |
| PFE | Buy | PFIZER INC | $230,049 | +74.1% | 6,935 | +92.6% | 0.10% | +74.5% |
| Buy | INVENTRUST PPTYS CORP | $227,719 | +8.2% | 9,564 | +5.1% | 0.10% | +8.0% | |
| IRBO | Buy | ISHARE ROBOT ARTIF INTELMULTSEC ETFrobotics artif | $226,760 | +2.8% | 7,425 | +11.2% | 0.09% | +2.2% |
| PCG | Buy | P G & E CORP | $226,368 | -6.4% | 14,034 | +0.2% | 0.09% | -6.9% |
| SDOG | Sell | ALPS SECTOR DIVIDEND DOGS ETFsectr div dogs | $222,217 | -42.4% | 4,725 | -38.8% | 0.09% | -42.2% |
| Sell | WARNER BROTHERS DISCOVER | $216,668 | -23.2% | 19,951 | -11.4% | 0.09% | -23.1% | |
| QYLD | New | GLBL X FND GLB X NSDQ 100 CVD ETF IVnasdaq 100 cover | $210,686 | – | 12,563 | +100.0% | 0.09% | – |
| IR | ISHS MSCI INTL QUALITY FACT ETF | $209,501 | -5.6% | 6,233 | 0.0% | 0.09% | -5.4% | |
| TSLA | Buy | TESLA INC | $210,038 | +27.1% | 839 | +33.0% | 0.09% | +26.1% |
| VT | Buy | VANGUARD TOTAL WORLD STOCK ETFtt wrld st etf | $205,462 | -2.8% | 2,205 | +1.1% | 0.09% | -2.3% |
| PGHY | Sell | INVESCO GLOBAL EX US CRPT BD ETFgbl srt trm hy | $203,729 | -5.3% | 10,785 | -2.8% | 0.08% | -4.5% |
| VRP | Buy | INVSC VARIABLE RATE PREFERRED ETF IVvar rate pfd | $201,559 | +10.3% | 9,010 | +9.7% | 0.08% | +10.5% |
| VGIT | Buy | VANGUARD INTRMDIAT TRM TRSRY ETFinter term treas | $197,903 | -1.9% | 3,463 | +0.7% | 0.08% | -2.4% |
| COST | Buy | COSTCO WHOLESALE CO | $190,608 | +19.5% | 337 | +13.9% | 0.08% | +19.7% |
| WPM | WHEATON PRECIOUS METAL F | $190,585 | -6.2% | 4,700 | 0.0% | 0.08% | -7.1% | |
| FSK | Buy | FS KKR CAPITAL CORP | $188,059 | +345.5% | 9,551 | +333.9% | 0.08% | +333.3% |
| HGLB | Buy | ISHARES CURRENCY HEDGED MSCI EAFE ET | $187,225 | +7.5% | 6,220 | +10.7% | 0.08% | +8.3% |
| IGSB | Buy | ISHARES TR IS 1-5 YR IN GR CR BD ETF | $182,606 | -0.5% | 3,665 | +0.2% | 0.08% | 0.0% |
| ESHY | Buy | ISHARES ESG AWARE MSCI USA ETFxtrck jp mrg esg | $182,536 | +11.2% | 1,944 | +15.4% | 0.08% | +11.8% |
| VLUE | Sell | ISHARES MSCI USA VALUE FACTOR ETFmsci usa value | $179,868 | -3.9% | 1,983 | -0.6% | 0.08% | -3.8% |
| PSLV | Sell | SPROTT PHYSICAL SILVER Etr unit | $177,978 | -6.7% | 23,480 | -4.1% | 0.07% | -6.3% |
| DVY | Buy | ISHARES SELECT DIVIDEND ETFselect divid etf | $171,681 | +0.3% | 1,595 | +5.6% | 0.07% | +1.4% |
| CWB | Buy | SPDR BLOOMBERG CONVRTBL SECRS ETFblmbrg brc cnvrt | $170,544 | -2.7% | 2,515 | +0.4% | 0.07% | -2.7% |
| KMI | Buy | KINDER MORGAN INC | $165,789 | -3.3% | 9,999 | +0.4% | 0.07% | -2.8% |
| DIV | Buy | GLOBAL X SUPERDIVIDEND US ETFglobx supdv us | $166,177 | +36.1% | 10,261 | +40.4% | 0.07% | +35.3% |
| BP | Sell | BP PLC FSPONSORED ADR 1 ADR REPS 6 ORD SHSsponsored adr | $157,279 | +8.2% | 4,615 | -53.9% | 0.07% | +10.0% |
| SPHD | Buy | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFs&p500 hdl vol | $155,169 | -2.5% | 3,959 | +2.8% | 0.06% | -1.5% |
| XLP | Sell | SPDR FUND CONSUMER STAPLES ETFsbi cons stpls | $155,167 | -49.8% | 2,255 | -45.9% | 0.06% | -49.6% |
| JEPI | Buy | J P MORGAN NASDAQ EQT PRM INC ETF IVequity premium | $153,007 | +23.6% | 2,859 | +27.7% | 0.06% | +23.1% |
| SHYG | Sell | ISHARES HIGH YIELD CORPORAT BOND ETF0-5yr hi yl cp | $153,452 | -1.3% | 3,740 | -0.3% | 0.06% | -1.5% |
| VZ | Sell | VERIZON COMMUNICATN | $150,803 | -19.2% | 4,653 | -7.3% | 0.06% | -19.2% |
| SLQD | ISHRS 0-5 YEAR INV GRD CRPRAT ETF0-5yr invt gr cp | $151,184 | -0.4% | 3,150 | 0.0% | 0.06% | 0.0% | |
| AMD | Buy | ADVANCED MICRO DEVICES I | $148,369 | -4.2% | 1,443 | +6.1% | 0.06% | -3.1% |
| PDI | Sell | PIMCO DYNAMIC INCOME CF | $148,401 | -89.3% | 8,588 | -88.4% | 0.06% | -89.2% |
| EXG | EATON VANCE TAX MAN GL D | $146,567 | -6.9% | 19,887 | 0.0% | 0.06% | -7.6% | |
| WM | WASTE MANAGEMENT INC | $146,647 | -12.1% | 962 | 0.0% | 0.06% | -11.6% | |
| IHI | Buy | ISHARES US MEDICAL DEVICES ETFu.s. med dvc etf | $141,078 | -1.2% | 2,909 | +15.1% | 0.06% | 0.0% |
| IBM | Buy | IBM CORP | $134,105 | +4.9% | 1,240 | +29.7% | 0.06% | +5.7% |
| SPHY | SPDR PORTFOLIO HIGH YIELD BND ETFportfli high yld | $133,421 | -1.8% | 5,951 | 0.0% | 0.06% | -1.8% | |
| XLU | Sell | SELECT SECTOR UTI SELECTSPDR ETFsbi int-utils | $128,526 | -93.8% | 2,181 | -93.1% | 0.05% | -93.7% |
| SPSB | Buy | SPDR SHORT TERM CORPORATE BND ETFportfolio short | $122,563 | +0.3% | 4,180 | +0.7% | 0.05% | 0.0% |
| AMGN | Sell | AMGEN INC. | $123,361 | +19.2% | 459 | -1.5% | 0.05% | +18.6% |
| GDX | VANECK GOLD MINERS ETFgold miners etf | $119,310 | -10.6% | 4,434 | 0.0% | 0.05% | -10.7% | |
| VNQ | Buy | VANGUARD REAL ESTATE ETFreal estate etf | $120,172 | -6.3% | 1,588 | +3.5% | 0.05% | -5.7% |
| BAC | Sell | BANK OF AMERICA CORP | $118,185 | -6.3% | 4,316 | -1.8% | 0.05% | -5.8% |
| KRG | KITE REALTY GRP TR REIT | $117,596 | -4.1% | 5,490 | 0.0% | 0.05% | -3.9% | |
| QUAL | ISHARES MSCI USA QLTY FACT ETFmsci usa qlt fct | $112,722 | -2.3% | 855 | 0.0% | 0.05% | -2.1% | |
| XHR | Buy | XENIA HOTELS & RESORTS IREIT | $112,358 | +1.9% | 9,538 | +6.5% | 0.05% | +2.2% |
| VGSH | New | VANGUARD SHORT TERM TREASURY ETFshort term treas | $110,121 | – | 1,912 | +100.0% | 0.05% | – |
| PM | Sell | PHILIP MORRIS INTL | $109,800 | -6.5% | 1,186 | -1.4% | 0.05% | -6.1% |
| PCEF | Sell | INVESCO CEF INCOME COMPOSITE ETF | $110,382 | -16.7% | 6,455 | -11.9% | 0.05% | -16.4% |
| IVW | ISHARES S&P 500 GROWTH ETFs&p 500 grwt etf | $104,477 | -2.9% | 1,527 | 0.0% | 0.04% | -2.2% | |
| FNDX | SCHWAB FUNDAMENTAL US LARGE CO ETFschwab fdt us lg | $106,343 | -2.8% | 1,900 | 0.0% | 0.04% | -4.3% | |
| EPD | Buy | ENTERPRISE PRODS PART LP | $106,440 | +13.4% | 3,889 | +9.2% | 0.04% | +12.8% |
| IRM | Buy | IRON MTN INC NEW REIT | $101,460 | +5.1% | 1,707 | +0.5% | 0.04% | +5.0% |
| IXN | ISHARES GLOBAL TECH ETFglobal tech etf | $100,106 | -7.0% | 1,731 | 0.0% | 0.04% | -6.7% | |
| IWP | ISHARES RUSSELL MID CAP GROWTH ETFrus md cp gr etf | $96,885 | -5.5% | 1,061 | 0.0% | 0.04% | -7.0% | |
| SCHX | SCHWAB US LARGE CAP ETFus lrg cap etf | $95,735 | -3.4% | 1,892 | 0.0% | 0.04% | -2.4% | |
| MOAT | Buy | VANECK MORNINGSTAR WIDE MOAT ETFmorningstar wide | $92,876 | +13.6% | 1,225 | +19.5% | 0.04% | +14.7% |
| VBR | Sell | VANGUARD SMALL CAP VALUEETFsm cp val etf | $93,970 | -13.4% | 589 | -10.2% | 0.04% | -13.3% |
| SUSA | ISHARES MSCI USA ESG SELECT ETFmsci usa esg slc | $93,625 | -3.9% | 1,041 | 0.0% | 0.04% | -4.9% | |
| FLRN | Sell | SPDR BLOOMBERG INT GRD FLT RT ETFblomberg brc inv | $92,737 | -4.1% | 3,019 | -4.2% | 0.04% | -2.5% |
| ADI | Sell | ANALOG DEVICES INC | $93,437 | -36.8% | 534 | -29.6% | 0.04% | -36.1% |
| MRK | Buy | MPLX LP LP | $93,066 | +1.2% | 1,632 | +15.3% | 0.04% | +2.6% |
| USMV | ISHARES MSCI USA MIN VOLFCTR ETFmsci usa min vol | $92,161 | -2.6% | 1,273 | 0.0% | 0.04% | -2.6% | |
| INDS | PACER INDUSTRIAL REAL ESTATE ETFbnchmrk indstr | $86,557 | -10.3% | 2,466 | 0.0% | 0.04% | -10.0% | |
| IEFA | ISHARES CORE MSCI EAFE ETFcore msci eafe | $83,719 | -4.7% | 1,301 | 0.0% | 0.04% | -5.4% | |
| USB | Buy | U S BANCORP | $82,065 | +147.1% | 9,255 | +820.9% | 0.03% | +142.9% |
| IVE | Sell | ISHARES S&P 500 VALUE ETFs&p 500 val etf | $81,381 | -17.1% | 529 | -13.1% | 0.03% | -17.1% |
| VO | Buy | VANGUARD MID CAP ETFmid cap etf | $78,080 | -5.3% | 375 | +0.3% | 0.03% | -2.9% |
| ATVI | ACTIVISION BLIZZARD | $77,245 | +11.1% | 825 | 0.0% | 0.03% | +10.3% | |
| COWZ | PACER US SMALL CAP CASH COWS 100 ETFus cash cows 100 | $77,145 | +2.5% | 1,850 | 0.0% | 0.03% | +3.2% | |
| FNDA | Sell | SCHWAB FUNDAMENTAL US SMALL COM ETFschwab fdt us sc | $77,099 | -6.0% | 1,590 | -2.2% | 0.03% | -5.9% |
| VOE | VANGUARD MID CAP VALUE ETFmcap vl idxvip | $76,874 | -5.4% | 587 | 0.0% | 0.03% | -5.9% | |
| ET | Buy | ENERGY TRANSFER L P LP | $73,855 | +25.1% | 5,264 | +13.2% | 0.03% | +24.0% |
| SDIV | Buy | GLOBAL X SUPERDIVIDEND ETFglb x superdiv | $75,524 | +41.4% | 3,447 | +45.8% | 0.03% | +40.9% |
| DON | Buy | WISDOMTREE US MIDCAP DIVIDEND ETFus midcap divid | $75,576 | -2.3% | 1,845 | +0.3% | 0.03% | -3.1% |
| SPB | Sell | SPECTRUM BRANDS HLDG | $74,824 | -3.6% | 955 | -3.9% | 0.03% | -3.1% |
| UNH | UNITEDHEALTH GRP INC | $73,612 | +4.9% | 146 | 0.0% | 0.03% | +6.9% | |
| HEDJ | Buy | WISDOMTREE EUROPE HEDGEDEQTY ETFeurope hedged eq | $71,100 | +19.8% | 1,800 | +148.3% | 0.03% | +20.0% |
| XSLV | Buy | INVESCO S&P SMALLCAP LOWVOLATILITY ETFs&p smlcp low | $68,452 | -0.8% | 1,736 | +0.2% | 0.03% | 0.0% |
| IAU | ISHARES GOLD ETFishares | $69,980 | -3.8% | 2,000 | 0.0% | 0.03% | -3.3% | |
| REET | ISHARES GLOBAL REIT ETFglobal reit etf | $70,157 | -7.8% | 3,314 | 0.0% | 0.03% | -9.4% | |
| VRIG | Buy | INVSC VARIABLE RT INVSTMNT ETF IVvar rate invt | $69,160 | +1.0% | 2,773 | +0.8% | 0.03% | +3.6% |
| OXY | New | OCCIDENTAL PETROL CO | $70,814 | – | 1,091 | +100.0% | 0.03% | – |
| AOK | ISHARES CORE CONSERVATIVE ALLOC ETFconser alloc etf | $67,922 | -3.6% | 2,000 | 0.0% | 0.03% | -3.4% | |
| PLTR | PALANTIR TECHNOLOGIES INCLASS Acl a | $64,000 | +4.4% | 4,000 | 0.0% | 0.03% | +3.8% | |
| VNOM | VIPER ENERGY PARTNERS LP | $66,020 | +3.9% | 2,368 | 0.0% | 0.03% | +3.8% | |
| IGBH | Buy | ISHARES US OIL GAS EXL PROD ETFint rt hd long | $62,536 | +366.7% | 1,075 | +90.6% | 0.03% | +333.3% |
| SCHM | Sell | CHARLES SCHWAB US MC ETFus mid-cap etf | $61,923 | -44.2% | 915 | -41.5% | 0.03% | -43.5% |
| DOW | DOW INC | $61,249 | -3.2% | 1,188 | 0.0% | 0.03% | 0.0% | |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETFinf tech etf | $62,235 | -6.2% | 150 | 0.0% | 0.03% | -7.1% | |
| SMH | Buy | VANECK SEMICONDUCTOR ETFsemiconductr etf | $59,152 | +259.7% | 408 | +277.8% | 0.02% | +257.1% |
| AGG | Buy | ISHARES CORE US AGGREGATE BOND ETFcore us aggbd et | $58,257 | -2.9% | 619 | +1.0% | 0.02% | -4.0% |
| USL | UNITED STATES 12 MONTH OIL ETFunit ben int | $56,937 | +22.9% | 1,420 | 0.0% | 0.02% | +26.3% | |
| ETJ | Sell | EATON VANCE RISK MAN DIV | $58,790 | -37.1% | 7,655 | -32.6% | 0.02% | -38.5% |
| BND | VANGUARD TOTAL BOND MARKET ETFtotal bnd mrkt | $57,043 | -4.0% | 817 | 0.0% | 0.02% | -4.0% | |
| AVGO | Buy | BROADCOM INC | $54,343 | +1.0% | 152 | +145.2% | 0.02% | +4.5% |
| DSI | ISHARES MSCI KLD 400 SOCIAL INDX ETFmsci kld400 soc | $55,277 | -3.3% | 679 | 0.0% | 0.02% | -4.2% | |
| IJT | ISHARES S&P SMLL CAP 600GRTH ETFs&p sml 600 gwt | $54,840 | -4.6% | 500 | 0.0% | 0.02% | -4.2% | |
| SCHW | Sell | CHARLES SCHWAB CORP | $55,724 | -29.1% | 1,015 | -26.8% | 0.02% | -30.3% |
| DJD | Buy | INVSC DOW JONES INDSTRL AVG DIV ETFdj indl avg dv | $54,323 | -2.2% | 1,314 | +1.0% | 0.02% | 0.0% |
| GTO | Buy | INVESCO TOTAL RETURN BOND ETFtotal return | $56,049 | -3.3% | 1,256 | +0.7% | 0.02% | -4.2% |
| MMM | Buy | 3M CO | $55,142 | +50.1% | 589 | +60.5% | 0.02% | +53.3% |
| OIH | New | VANECK OIL SERVICES ETFoil svcs etf | $51,756 | – | 150 | +100.0% | 0.02% | – |
| JPST | Sell | JPMORGAN ULTRA SHORT INCOME ETFultra shrt inc | $51,836 | -5.4% | 1,033 | -5.5% | 0.02% | -4.3% |
| ETV | EATON VANCE TAX MANAGED | $53,961 | -6.3% | 4,508 | 0.0% | 0.02% | -8.3% | |
| EMR | EMERSON ELECTRIC CO | $53,886 | +6.8% | 558 | 0.0% | 0.02% | +4.8% | |
| NYCB | NEW YORK CMNTY BANCO | $53,876 | +0.9% | 4,751 | 0.0% | 0.02% | 0.0% | |
| SPTM | Buy | SPDR PORTFOLIO S P 1500 CMPST ST ETFportfoli s&p1500 | $53,802 | +1.4% | 1,025 | +5.1% | 0.02% | 0.0% |
| ENB | ENBRIDGE INC F | $51,484 | -9.7% | 1,535 | 0.0% | 0.02% | -12.5% | |
| TIP | Buy | ISHARES TIPS BOND ETFtips bd etf | $49,784 | -3.1% | 480 | +0.6% | 0.02% | 0.0% |
| ETB | EATON VANCE TAX MGD BUY | $50,579 | -9.2% | 4,011 | 0.0% | 0.02% | -8.7% | |
| BTI | Buy | BRIT AMER TOBACCO FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $48,214 | +120.0% | 1,535 | +132.6% | 0.02% | +122.2% |
| ADP | Buy | AUTO DATA PROCESSING | $47,291 | +124.1% | 197 | +105.2% | 0.02% | +122.2% |
| LEN | New | LENNAR CORP CLASS Acl a | $48,483 | – | 432 | +100.0% | 0.02% | – |
| VHT | Sell | VANGUARD HEALTH CARE ETFhealth car etf | $47,020 | -12.3% | 200 | -8.7% | 0.02% | -9.1% |
| MA | Sell | MASTERCARD INC CLASS Acl a | $47,313 | -9.1% | 120 | -9.1% | 0.02% | -9.1% |
| Sell | PHENIXFIN CORP | $46,970 | -12.3% | 1,240 | -12.0% | 0.02% | -9.1% | |
| VIGI | VANGUARD INTL DIVDEND APRECTN ETF IVintl dvd etf | $49,004 | -5.0% | 687 | 0.0% | 0.02% | -4.8% | |
| FCEL | Buy | FUELCELL ENERGY INC | $48,428 | +5505.1% | 1,500 | +275.0% | 0.02% | – |
| LVHI | Buy | FRKLN INTL LW VLTY HG DIV INDX ETFfranklin intl lw | $47,024 | +13.4% | 1,725 | +13.1% | 0.02% | +17.6% |
| HD | Sell | HOME DEPOT INC | $48,043 | -23.1% | 159 | -20.9% | 0.02% | -23.1% |
| DE | Buy | DEERE & CO | $45,317 | +80.4% | 120 | +93.5% | 0.02% | +90.0% |
| NUSC | NUVEEN ESG SMALL CAP ETFnuveen esg smlcp | $46,206 | -5.9% | 1,327 | 0.0% | 0.02% | -5.0% | |
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKcore s&p ttl stk | $45,023 | -3.7% | 478 | 0.0% | 0.02% | 0.0% | |
| DEM | Buy | WISDOMTREE EMRG MRKT HG DIV ETFemer mkt high fd | $46,513 | -0.0% | 1,241 | +2.1% | 0.02% | 0.0% |
| AEE | AMEREN CORP | $46,320 | -8.4% | 619 | 0.0% | 0.02% | -9.5% | |
| YYY | AMPLIFY HIGH INCOME ETF | $45,273 | -5.0% | 4,075 | 0.0% | 0.02% | -5.0% | |
| KEY | KEYCORP INC | $43,578 | +16.5% | 4,050 | 0.0% | 0.02% | +12.5% | |
| HYG | Buy | ISHARES IBOXX HIGH YIELDBOND ETFiboxx hi yd etf | $43,421 | +8.3% | 589 | +10.3% | 0.02% | +5.9% |
| DVN | Buy | DEVON ENERGY CORP | $43,455 | +709.8% | 911 | +720.7% | 0.02% | +800.0% |
| NHI | NTNL HEALTH INVE REIT | $43,656 | -2.0% | 850 | 0.0% | 0.02% | -5.3% | |
| FTCS | Buy | FIRST TRUST CAPITAL STRENGTH ETFcap strength etf | $43,074 | +18.3% | 585 | +20.6% | 0.02% | +20.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $42,862 | -19.8% | 275 | -14.9% | 0.02% | -18.2% |
| DIA | SPDR DOW JONES INDUSTRIAL AVRG ETFut ser 1 | $41,972 | -2.4% | 125 | 0.0% | 0.02% | -5.6% | |
| XHB | SPDR S&P HOMEBUILDERS ETFs&p homebuild | $41,731 | -4.6% | 545 | 0.0% | 0.02% | -5.6% | |
| WDIV | Buy | SPDR S&P GLOBAL DIVIDENDETFs&p glbdiv etf | $40,606 | -4.0% | 744 | +0.9% | 0.02% | -5.6% |
| HNDL | STRATGY SHARS NASDAQ 7HANDL INDX ETFns 7handl idx | $39,653 | -6.0% | 2,075 | 0.0% | 0.02% | -5.6% | |
| CAPITAL GROUP GLOBAL GRWT EQY ETF | $41,623 | -5.6% | 1,816 | 0.0% | 0.02% | -5.6% | ||
| NVO | Buy | NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHSadr | $41,105 | +139.6% | 452 | +326.4% | 0.02% | +142.9% |
| CZA | INVSC ZACKS MID CAP ETFzacks mid cap | $41,589 | -4.5% | 488 | 0.0% | 0.02% | -5.6% | |
| VCIT | Buy | VGRD ITC ETF DVint-term corp | $41,896 | -3.1% | 551 | +0.7% | 0.02% | -5.6% |
| PGF | Sell | INVESCO FINANCIAL PREFERRED ETFfinl pfd etf | $37,262 | -11.6% | 2,650 | -9.8% | 0.02% | -11.1% |
| XLF | Buy | SELECT STR FINANCIAL SELECT SPDR ETFsbi int-finl | $38,731 | +30.6% | 1,168 | +32.7% | 0.02% | +33.3% |
| CLM | New | CORNERSTONE STRATEGIC VA | $38,374 | – | 4,767 | +100.0% | 0.02% | – |
| VXUS | Sell | VANGUARD TOTAL INTERNTL STOCK ETF IVvg tl intl stk f | $37,670 | -28.4% | 704 | -25.0% | 0.02% | -27.3% |
| CAH | Sell | CARDINAL HEALTH INC | $37,419 | -13.8% | 431 | -6.1% | 0.02% | -11.1% |
| EFA | ISHARES MSCI EAFE ETFmsci eafe etf | $35,149 | -4.9% | 510 | 0.0% | 0.02% | 0.0% | |
| CRM | Sell | SALESFORCE INC | $34,878 | -34.2% | 172 | -31.5% | 0.02% | -31.8% |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $36,751 | -0.1% | 538 | 0.0% | 0.02% | 0.0% | |
| FTNT | FORTINET INC | $36,088 | -22.4% | 615 | 0.0% | 0.02% | -21.1% | |
| KO | Buy | THE COCA-COLA CO | $35,584 | +6.9% | 636 | +15.0% | 0.02% | +7.1% |
| BOND | PIMCO ACTIVE BOND ETFactive bd etf | $35,160 | -4.1% | 400 | 0.0% | 0.02% | 0.0% | |
| GWW | Buy | WW GRAINGER INC | $35,652 | -12.0% | 52 | +2.0% | 0.02% | -11.8% |
| CMCSA | Buy | COMCAST CORP CLASS Acl a | $34,762 | +6.9% | 784 | +0.1% | 0.01% | 0.0% |
| MCD | Sell | MCDONALDS CORP | $33,193 | -16.4% | 126 | -5.3% | 0.01% | -17.6% |
| VEU | VANGUARD FTSE ALL WORLD EX US ETFallwrld ex us | $32,419 | -4.7% | 625 | 0.0% | 0.01% | 0.0% | |
| CSCO | Buy | CROWDSTRIKE HLDGS INC CLASS A | $33,355 | +40.0% | 513 | +11.3% | 0.01% | +40.0% |
| VTIP | VANGUARD SHRT INF PROT SEC INDEX ETFstrm infproidx | $33,332 | -0.3% | 705 | 0.0% | 0.01% | 0.0% | |
| FLOT | ISHARES FLOATING RATE BOND ETFfltg rate nt etf | $34,707 | +0.1% | 682 | 0.0% | 0.01% | 0.0% | |
| OKE | Buy | ONEOK INC | $32,540 | +31.8% | 513 | +28.2% | 0.01% | +40.0% |
| XMLV | INVSC S P MIDCAP LOW VOLATILITY ETFs&p midcp low | $32,944 | -5.0% | 670 | 0.0% | 0.01% | 0.0% | |
| TSM | Buy | TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHSsponsored ads | $33,022 | -2.0% | 380 | +13.8% | 0.01% | 0.0% |
| VCLT | VGRD LTC ETF DVlg-term cor bd | $32,587 | -8.8% | 455 | 0.0% | 0.01% | -6.7% | |
| LVS | LAS VEGAS SANDS CORP | $30,025 | -21.0% | 655 | 0.0% | 0.01% | -18.8% | |
| XME | Buy | SPDR S&P METALS & MININGETFs&p metals mng | $31,920 | +638.9% | 608 | +615.3% | 0.01% | +550.0% |
| EFV | Buy | ISHARES MSCI EAFE VALUE ETFeafe value etf | $31,765 | +9.8% | 605 | +2.4% | 0.01% | +8.3% |
| BYLD | New | ISHARES YIELD OPTIMIZED BOND ETFyld optim bd | $32,062 | – | 1,500 | +100.0% | 0.01% | – |
| PG | Buy | PROCTER & GAMBLE | $30,048 | -3.5% | 206 | +0.5% | 0.01% | 0.0% |
| MNA | INDEXIQ MERGER ARBITRAGEETFiq mrgr arb etf | $31,590 | +1.2% | 1,000 | 0.0% | 0.01% | 0.0% | |
| WES | Buy | WESTERN MIDSTREAM PAR LP | $30,498 | +4.1% | 1,120 | +1.4% | 0.01% | +8.3% |
| BA | BOEING CO | $30,477 | -9.2% | 159 | 0.0% | 0.01% | -7.1% | |
| WPC | Sell | W.P. CAREY INC. REIT | $30,555 | -29.3% | 565 | -11.7% | 0.01% | -27.8% |
| IXC | ISHARES GLOBAL ENERGY ETFglobal energ etf | $31,977 | +10.9% | 775 | 0.0% | 0.01% | +8.3% | |
| LGLV | Buy | SPDR SSGA US LG CP LW VLT INX ETFssga us lrg etf | $30,646 | -4.8% | 230 | +0.4% | 0.01% | 0.0% |
| LLY | Buy | LILLY ELI & CO | $32,288 | +20.8% | 60 | +5.3% | 0.01% | +18.2% |
| BKLN | INVESCO SENIOR LOAN ETFsr ln etf | $30,484 | -0.2% | 1,452 | 0.0% | 0.01% | 0.0% | |
| SCHA | SCHWAB US SMALL CAP ETFus sml cap etf | $31,728 | -5.4% | 766 | 0.0% | 0.01% | -7.1% | |
| SPYG | SPDR S&P 500 GROWTH ETFprtflo s&p500 gw | $29,640 | -2.8% | 500 | 0.0% | 0.01% | -7.7% | |
| URI | Buy | UNITED RENTALS INC | $28,897 | +47.5% | 65 | +47.7% | 0.01% | +50.0% |
| HSY | Buy | HERSHEY CO | $29,680 | +1597.9% | 148 | +2014.3% | 0.01% | +1100.0% |
| DGRW | Buy | WISDOMTREE US QLT DIV GRW ETF IVus qtly div grt | $29,601 | -4.3% | 466 | +0.4% | 0.01% | -7.7% |
| MDLZ | MONDELEZ INTL CLASS Acl a | $29,356 | -4.9% | 423 | 0.0% | 0.01% | -7.7% | |
| GHYG | ISHRS US AND INTL HIGH YIELD BD ETFus intl hgh yld | $26,569 | -2.3% | 640 | 0.0% | 0.01% | 0.0% | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETFftse emr mkt etf | $25,957 | -3.6% | 662 | 0.0% | 0.01% | 0.0% | |
| MPC | MARATHON PETE CORP | $26,447 | +29.8% | 175 | 0.0% | 0.01% | +37.5% | |
| USO | UNITED STATES OIL ETFunits | $25,228 | +27.2% | 312 | 0.0% | 0.01% | +37.5% | |
| VICI | VICI PROPERTIES INC | $25,899 | -7.4% | 890 | 0.0% | 0.01% | -8.3% | |
| WMB | WILLIAMS COS INC | $25,604 | +3.2% | 760 | 0.0% | 0.01% | +10.0% | |
| GOLF | ACUSHNET HOLDINGS CORP | $26,520 | -3.0% | 500 | 0.0% | 0.01% | 0.0% | |
| NTAP | Sell | NETAPP INC | $27,469 | -7.1% | 362 | -6.5% | 0.01% | -8.3% |
| GLDM | New | SPDR GOLD MINISHARES ETVspdr gld minis | $26,945 | – | 735 | +100.0% | 0.01% | – |
| SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFs&p 600 smcp grw | $27,550 | -4.8% | 376 | 0.0% | 0.01% | -8.3% | |
| ASML | Sell | ASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $24,135 | -46.3% | 41 | -33.9% | 0.01% | -47.4% |
| F | Sell | FORD MOTOR CO | $25,175 | -30.4% | 2,027 | -15.2% | 0.01% | -33.3% |
| NEE | Sell | NEXTERA ENERGY INC | $22,878 | -29.0% | 399 | -8.1% | 0.01% | -23.1% |
| SIZE | ISHARES MSCI USA SIZE FACTOR ETFmsci usa sze ft | $24,870 | -4.4% | 212 | 0.0% | 0.01% | -9.1% | |
| ADSK | Buy | AUTODESK INC | $24,622 | +2.9% | 119 | +1.7% | 0.01% | 0.0% |
| NVS | NOVARTIS AG FTRADES WITH DUE BILLSsponsored adr | $23,632 | +0.9% | 232 | 0.0% | 0.01% | 0.0% | |
| CN | XTRACKERS MSCI AL CHA EQY ETFxtrack msci chna | $24,308 | -3.3% | 918 | 0.0% | 0.01% | 0.0% | |
| QQQM | Buy | INVESCO NASDAQ 100 ETFnasdaq 100 etf | $23,883 | +23.7% | 162 | +27.6% | 0.01% | +25.0% |
| IWD | ISHARES RUSSELL 1000 VALUE ETFrus 1000 val etf | $24,291 | -3.8% | 160 | 0.0% | 0.01% | -9.1% | |
| ED | CONSOLIDATED EDISON | $23,179 | -5.4% | 271 | 0.0% | 0.01% | 0.0% | |
| PFLD | New | AAM LOW DURTN PREFD INCMSEC ETFaam lw dur pfd | $24,856 | – | 1,195 | +100.0% | 0.01% | – |
| XLV | SELECT SECTOR HEALTH CARE SPDR ETFsbi healthcare | $24,718 | -3.0% | 192 | 0.0% | 0.01% | -9.1% | |
| EMN | EASTMAN CHEMICAL CO | $24,167 | -8.4% | 315 | 0.0% | 0.01% | -9.1% | |
| NUMG | NUVEEN ESG MID CAP GROWTH ETFnuveen esg midcp | $23,829 | -6.1% | 650 | 0.0% | 0.01% | -9.1% | |
| IEMG | Sell | ISHARES CORE MSCI EMERGING ETFcore msci emkt | $24,385 | -22.0% | 512 | -19.2% | 0.01% | -23.1% |
| QQQJ | Sell | INVESCO NASDAQ NEXT GEN 100 ETF IVnasdaqnxtgen100 | $22,424 | -10.7% | 910 | -5.2% | 0.01% | -10.0% |
| XYLD | GLOBAL X S&P 500 COVEREDCALL ETFs&p 500 covered | $21,390 | -5.3% | 550 | 0.0% | 0.01% | 0.0% | |
| INTC | Buy | INTEL CORP | $20,838 | +21.9% | 586 | +14.7% | 0.01% | +28.6% |
| RWO | Buy | SPDR DOW JONE GLOBAL REAL ESTATE ETFdj glb rl es etf | $22,489 | -6.1% | 589 | +1.0% | 0.01% | -10.0% |
| BST | Sell | BLACKROCK SCIENCE TECHNO | $21,893 | -49.0% | 697 | -44.1% | 0.01% | -50.0% |
| BECN | BEACON ROOFING SUPPL | $22,534 | -7.0% | 292 | 0.0% | 0.01% | -10.0% | |
| SPLK | Buy | SPLUNK INC | $21,573 | +3970.4% | 844 | +16780.0% | 0.01% | – |
| SO | Buy | SOUTHERN CO | $21,146 | +263.8% | 187 | +125.3% | 0.01% | +350.0% |
| V | Sell | VISA INC CLASS A | $20,686 | -27.9% | 90 | -25.6% | 0.01% | -25.0% |
| IWN | ISHARES RUSSELL 2000 VALUE ETFrus 2000 val etf | $22,712 | -3.7% | 168 | 0.0% | 0.01% | -10.0% | |
| GLTR | ABRDN PHYSICAL PREC MTL BSKT SHS ETFphyscl precs met | $21,039 | -3.0% | 250 | 0.0% | 0.01% | 0.0% | |
| IJR | Sell | ISHARES CORE S&P SMALL-CAP ETFcore s&p scp etf | $21,694 | -48.9% | 230 | -46.0% | 0.01% | -50.0% |
| SPDV | Sell | AAM S&P 500 HIGH DIVIDEND VALUE ETFaam s&p 500 | $21,829 | -70.5% | 800 | -69.2% | 0.01% | -71.0% |
| PFXF | VANECK PREFERRED SECURT EX FNCL ETFpfd secs ex finl | $21,937 | -4.9% | 1,305 | 0.0% | 0.01% | -10.0% | |
| INVST MNGS SRS TR AXS INV DLY ETF IVaxs short innov | $18,024 | +9.7% | 454 | 0.0% | 0.01% | +14.3% | ||
| FNDF | SCHWAB FUNDAMENTAL INL LARGE COM ETFschwb fdt int lg | $19,445 | -1.9% | 614 | 0.0% | 0.01% | 0.0% | |
| SPVU | INVSC S P 500 ENHANCED VALUE ETFs&p 500 enhncd | $18,505 | -0.5% | 457 | 0.0% | 0.01% | 0.0% | |
| IGV | Buy | ISHARES EXPANDED TECH STW SCTR ETFexpanded tech | $18,087 | +302.2% | 53 | +307.7% | 0.01% | +300.0% |
| MU | MICRON TECHNOLOGY | $18,232 | +7.8% | 268 | 0.0% | 0.01% | +14.3% | |
| FNDE | SCHWAB FUNDA EMG MKTS LARGE COM ETFschwb fdt emk lg | $18,302 | -2.0% | 698 | 0.0% | 0.01% | 0.0% | |
| REMX | VANECK RARE EARTH STR MTL ETFrare earth/strtg | $19,899 | -20.2% | 300 | 0.0% | 0.01% | -20.0% | |
| NFLX | Sell | NETFLIX INC | $19,258 | -49.7% | 51 | -41.4% | 0.01% | -50.0% |
| IWO | ISHARES RUSSELL 2000 GROWTH ETFrus 2000 grw etf | $20,398 | -7.6% | 91 | 0.0% | 0.01% | -11.1% | |
| CVS | Sell | CVS HEALTH CORP | $19,834 | -6.0% | 284 | -6.9% | 0.01% | -11.1% |
| PEP | Buy | PEPSICO INC | $18,848 | -7.9% | 111 | +0.9% | 0.01% | -11.1% |
| DIS | Sell | WALT DISNEY CO | $20,019 | -17.6% | 247 | -9.2% | 0.01% | -20.0% |
| NUMV | NUVEEN ESG MID CAP VALUEETFnuveen esg midvl | $20,157 | -4.1% | 709 | 0.0% | 0.01% | -11.1% | |
| IYY | ISHARES DOW JONES US ETFdow jones us etf | $19,329 | -3.6% | 185 | 0.0% | 0.01% | 0.0% | |
| JACKSON FINL INC CLASS A | $20,066 | +24.9% | 525 | 0.0% | 0.01% | +14.3% | ||
| CIBR | New | FIRST TRUST NASDAQ CYBRSCRTY ETFnasdaq cyb etf | $18,172 | – | 400 | +100.0% | 0.01% | – |
| AN | AUTONATION INC | $18,168 | -8.0% | 120 | 0.0% | 0.01% | 0.0% | |
| ESCR | Buy | XTRACKRS BLMBRG US INVSTGRD ESG ETFxtrck blombrg ba | $18,525 | -3.6% | 1,061 | +0.9% | 0.01% | 0.0% |
| PFF | Sell | ISHARES PREFERRED INCOMESEC ETF IVpfd and incm sec | $16,281 | -13.1% | 540 | -10.9% | 0.01% | -12.5% |
| NTRS | INTELLIA THERAPEUTICS IN | $15,810 | -22.5% | 500 | 0.0% | 0.01% | -12.5% | |
| HARBOR COMM ALL WEATHR STRTGY ETFall weather infl | $16,073 | +7.9% | 700 | 0.0% | 0.01% | +16.7% | ||
| OTIS | O REILLY AUTOMOTIVE | $16,359 | -4.9% | 18 | 0.0% | 0.01% | 0.0% | |
| PHYS | Sell | SPROTT PHYSICAL GOLD ETVunit | $16,325 | -48.9% | 1,140 | -46.7% | 0.01% | -46.2% |
| SPYD | SPDR S&P 500 HIGH DIVIDEND ETFprtflo s&p500 hi | $16,308 | -5.4% | 465 | 0.0% | 0.01% | 0.0% | |
| VCSH | Sell | VGRD STC ETF DVshrt trm corp bd | $17,360 | -13.4% | 231 | -12.8% | 0.01% | -12.5% |
| Sell | PHILLIPS EDISON & CO INC | $16,669 | -24.4% | 497 | -23.2% | 0.01% | -22.2% | |
| BSTZ | BLACKROCK SCIENCE TCNLGY | $16,203 | -8.9% | 982 | 0.0% | 0.01% | 0.0% | |
| DOV | Buy | DOVER CORP | $16,825 | -5.2% | 121 | +0.8% | 0.01% | 0.0% |
| LMT | Sell | LOCKHEED MARTIN CORP | $17,585 | -22.0% | 43 | -12.2% | 0.01% | -22.2% |
| QUS | SPDR MSCI USA STRATEGICFACTORS ETFmsci usa strtgic | $15,650 | -1.9% | 130 | 0.0% | 0.01% | 0.0% | |
| IMCV | ISHARES MORNINGSTAR MID CAP ETFmrgstr md cp val | $17,110 | -4.9% | 282 | 0.0% | 0.01% | 0.0% | |
| IEF | Sell | ISHARES 7-10 YEAR TREASURY BOND ETFbarclays 7 10 yr | $17,494 | -97.4% | 191 | -97.3% | 0.01% | -97.5% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $16,445 | -38.6% | 441 | -34.2% | 0.01% | -36.4% |
| STAG | Buy | STAG INDUSTRIAL INC REIT | $16,420 | -3.3% | 476 | +0.6% | 0.01% | 0.0% |
| IHAK | New | ISHARES CYBERSECURITY AND TECH ETFcybersecurity | $17,330 | – | 450 | +100.0% | 0.01% | – |
| GSY | Sell | INVSC ULTRA SHORT DURATION ETFultra shrt dur | $17,504 | -4.1% | 352 | -4.3% | 0.01% | -12.5% |
| RNLX | RENALYTIX PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHSads | $16,000 | -45.2% | 10,000 | 0.0% | 0.01% | -41.7% | |
| SLB | Sell | SCHLUMBERGER LTD F | $16,673 | -8.8% | 286 | -23.1% | 0.01% | -12.5% |
| VV | VANGUARD LARGE CAP ETFlarge cap etf | $15,851 | -3.5% | 81 | 0.0% | 0.01% | 0.0% | |
| SYK | STRYKER CORP | $14,814 | -10.2% | 54 | 0.0% | 0.01% | -14.3% | |
| ABT | Sell | ABBOTT LABORATORIES | $14,043 | -32.6% | 145 | -24.1% | 0.01% | -33.3% |
| ARCC | ARES CAPITAL CORP | $13,843 | +3.6% | 711 | 0.0% | 0.01% | 0.0% | |
| BIIB | Sell | BIOGEN INC | $15,164 | -16.8% | 59 | -7.8% | 0.01% | -25.0% |
| CRWD | Sell | CRISPR THERAPEUTICS Fcl a | $14,661 | -42.8% | 323 | -13.6% | 0.01% | -45.5% |
| DAL | DELTA AIR LINES INC DEL | $14,800 | -22.2% | 400 | 0.0% | 0.01% | -25.0% | |
| EOG | Sell | EOG RESOURCES INC | $15,465 | -9.3% | 122 | -18.1% | 0.01% | -14.3% |
| FMAT | Sell | FIDELITY LIMITED TERM BOND ETFmsci matls index | $15,031 | -70.1% | 314 | -70.0% | 0.01% | -71.4% |
| GILD | Sell | GILEAD SCIENCES INC | $14,454 | -15.0% | 193 | -12.7% | 0.01% | -14.3% |
| BAR | GRANITESHARES GOLD ETF | $14,624 | -3.8% | 800 | 0.0% | 0.01% | 0.0% | |
| KBWY | KELLOGG CO TRADES WITH DUE BILLSkbw prem yield | $13,541 | -11.0% | 277 | 0.0% | 0.01% | 0.0% | |
| SOXQ | New | INVESCO PHLX SEMICONDUCTOR ETF IVphlx semiconductor | $13,552 | – | 501 | +100.0% | 0.01% | – |
| USIG | ISHARES BRD USD INV GRD CORP BD ETFusd inv grde etf | $13,748 | -4.0% | 286 | 0.0% | 0.01% | 0.0% | |
| ISCV | ISHARES MORN SMALL CAP VALUE ETFmrning sm cp etf | $14,446 | -4.2% | 279 | 0.0% | 0.01% | 0.0% | |
| KHC | New | KRAFT HEINZ CO | $14,432 | – | 429 | +100.0% | 0.01% | – |
| PANW | PALO ALTO NETWORKS | $13,598 | -8.2% | 58 | 0.0% | 0.01% | 0.0% | |
| PNW | Sell | PINNACLE WEST CAP | $14,736 | -69.9% | 200 | -66.7% | 0.01% | -70.0% |
| REGN | REGENERON PHARMS INC | $14,813 | +14.5% | 18 | 0.0% | 0.01% | +20.0% | |
| NEOS S AND P 500 HIGH INCOME ETFneos s&p 500 hi | $15,259 | -5.4% | 325 | 0.0% | 0.01% | -14.3% | ||
| SCHI | SCHWAB 5 10 YEAR CORP BOND ETF5 10yr corp bd | $13,504 | -4.2% | 320 | 0.0% | 0.01% | 0.0% | |
| WMT | Sell | WALMART INC | $14,810 | -24.9% | 93 | -25.6% | 0.01% | -25.0% |
| ZTS | Sell | ZOETIS INC CLASS Acl a | $13,918 | -8.0% | 80 | -20.0% | 0.01% | 0.0% |
| DHR | Sell | DANAHER CORP | $12,405 | -15.3% | 50 | -18.0% | 0.01% | -16.7% |
| FNDC | SCHWAB FUNDAMENTAL INTL SMAL COM ETFschwb fdt int sc | $12,599 | -3.2% | 392 | 0.0% | 0.01% | 0.0% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB | $11,144 | -22.9% | 192 | -15.0% | 0.01% | -16.7% |
| BKNG | Sell | BOOKING HOLDINGS INC | $12,336 | -23.9% | 4 | -33.3% | 0.01% | -28.6% |
| M | MACYS INC | $11,610 | -27.7% | 1,000 | 0.0% | 0.01% | -28.6% | |
| BANK MONTREAL QUE Fbig oil indx 3x | $11,390 | -6.6% | 135 | 0.0% | 0.01% | 0.0% | ||
| TM | Sell | TOYOTA MOTOR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHSads | $12,583 | -26.2% | 70 | -34.0% | 0.01% | -28.6% |
| TGT | Sell | TARGET CORP | $11,766 | -30.0% | 106 | -16.5% | 0.01% | -28.6% |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF3 7 yr treas bd | $10,893 | -1.2% | 96 | 0.0% | 0.01% | 0.0% | |
| IWS | ISHARES RUSSELL MID CAP VALUE ETFrus mdcp val etf | $13,147 | -5.0% | 126 | 0.0% | 0.01% | -16.7% | |
| SPTS | Buy | SPDR PORTFOLIO SHORT TERM TREASURY Eportfolio sh tsr | $11,523 | +0.7% | 401 | +0.8% | 0.01% | 0.0% |
| PYPL | Sell | PAYPAL HOLDINGS INCORPOR | $13,095 | -12.8% | 224 | -0.4% | 0.01% | -16.7% |
| HYZD | Sell | WISDOMTREE INT RT HDG HGH YLD ETFhedged hi yld bd | $13,200 | -26.1% | 625 | -26.5% | 0.01% | -28.6% |
| PSK | Buy | SPDR ICE PREFERRED SECURITIES ETFwells fg pfd etf | $12,340 | -2.6% | 380 | +0.3% | 0.01% | 0.0% |
| JNK | SPDR BLMBRG BRCLY HGH YLD BND ETFbloomberg brclys | $12,114 | -1.8% | 134 | 0.0% | 0.01% | 0.0% | |
| TD | TORONTO DOMINION BANK F | $12,353 | -2.8% | 205 | 0.0% | 0.01% | 0.0% | |
| IGHG | PROSHARES INVT GD INT RAT HED ETFinvt int rt hg | $11,107 | +1.7% | 150 | 0.0% | 0.01% | 0.0% | |
| NOBLE CORP PLC F | $12,663 | +22.6% | 250 | 0.0% | 0.01% | +25.0% | ||
| PSP | Sell | INVSC GLOBAL LISTED PRIVATE EQ ETFgbl listed pvt | $12,659 | -1.8% | 245 | -80.0% | 0.01% | 0.0% |
| RTX | Sell | RTX CORP | $12,523 | -42.2% | 174 | -21.3% | 0.01% | -44.4% |
| PFFD | Buy | GLOBAL X US PREFERRED ETFus pfd etf | $10,943 | -1.7% | 582 | +1.4% | 0.01% | 0.0% |
| UTG | REAVES UTILITY INCOME | $11,339 | -10.1% | 460 | 0.0% | 0.01% | 0.0% | |
| ESGN | Buy | ISHARES ESG AWARE MSCI EM ETFsustnble intl | $12,214 | +54.9% | 438 | +51.6% | 0.01% | +66.7% |
| SPHB | INVESCO S&P 500 HIGH BETA ETFs&p 500 hb etf | $12,898 | -8.2% | 184 | 0.0% | 0.01% | -16.7% | |
| STWD | Buy | STARWOOD PPTY TRUST REIT | $11,571 | +2.3% | 598 | +2.6% | 0.01% | 0.0% |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETFs&p500 low vol | $11,758 | -6.4% | 200 | 0.0% | 0.01% | 0.0% | |
| MBB | ISHARES MBS ETFmbs etf | $10,834 | -4.8% | 122 | 0.0% | 0.01% | 0.0% | |
| Sell | SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHSspon ads | $9,399 | -0.2% | 146 | -6.4% | 0.00% | 0.0% | |
| ALB | AKAMAI TECHNOLOGIES INC | $9,162 | +18.5% | 86 | 0.0% | 0.00% | +33.3% | |
| ALXN | ALBEMARLE CORP | $10,363 | -23.6% | 61 | 0.0% | 0.00% | -33.3% | |
| ZION | New | ZIONS BANCORP N A | $8,723 | – | 250 | +100.0% | 0.00% | – |
| GOVT | ISHARES US TREASURY BONDETFus treas bd etf | $10,205 | -3.8% | 463 | 0.0% | 0.00% | 0.0% | |
| DD | DUPONT DE NEMOURS INC IA | $8,876 | +4.4% | 119 | 0.0% | 0.00% | 0.0% | |
| OHI | Buy | OMEGA HLTHCARE INVTS REIT | $10,193 | +10.4% | 307 | +2.0% | 0.00% | 0.0% |
| ABR | ARBOR REALTY TR REIT | $9,108 | +2.4% | 600 | 0.0% | 0.00% | 0.0% | |
| UPS | UNITED PARCEL SRVC CLASS Bcl b | $8,573 | -13.0% | 55 | 0.0% | 0.00% | 0.0% | |
| CNC | Buy | CENTENE CORP | $10,470 | +4.9% | 152 | +2.7% | 0.00% | 0.0% |
| SRET | New | GLOBAL X SUPERDIVIDEND REIT ETFreit etf | $8,950 | – | 445 | +100.0% | 0.00% | – |
| BIDU | BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHSspon adr rep a | $10,748 | -1.9% | 80 | 0.0% | 0.00% | -20.0% | |
| QQQX | NUVEEN NASDAQ 100 DYNAMI | $9,572 | -9.9% | 426 | 0.0% | 0.00% | 0.0% | |
| IWV | ISHARES RUSSELL 3000 ETFrussell 3000 etf | $9,312 | -3.7% | 38 | 0.0% | 0.00% | 0.0% | |
| BNS | BANK NOVA SCOTIA F | $9,619 | -8.9% | 211 | 0.0% | 0.00% | 0.0% | |
| CBRE | CBRE GROUP INC CLASS Acl a | $8,568 | -8.5% | 116 | 0.0% | 0.00% | 0.0% | |
| IDV | Buy | ISHARES INTERNATIONAL SEL DIV ETFintl sel div etf | $10,312 | +7.0% | 406 | +10.9% | 0.00% | 0.0% |
| HRB | Buy | BLOCK H & R INCORP | $9,522 | +36.4% | 221 | +0.9% | 0.00% | +33.3% |
| LQDH | Buy | ISHARES INTERST RATE HDGCOR BND ETFint rt hdg c b | $10,060 | +1.5% | 109 | +1.9% | 0.00% | 0.0% |
| STZ | CONSTELLATION BRAND CLASS Acl a | $10,053 | +2.1% | 40 | 0.0% | 0.00% | 0.0% | |
| SPDW | Buy | SPDR PORTFOLIO DVLPD WRLD EX-US ETFportfolio devlpd | $9,303 | +42.9% | 300 | +50.0% | 0.00% | +33.3% |
| SMCI | SUPER MICRO COMPUTER | $8,775 | +10.0% | 32 | 0.0% | 0.00% | +33.3% | |
| MINT | New | PIMCO ENHANCED SHRT MATURTY ACTV ETFenhan shrt ma ac | $9,714 | – | 97 | +100.0% | 0.00% | – |
| URTH | ISHARES MSCI WORLD ETFmsci world etf | $9,013 | -3.5% | 75 | 0.0% | 0.00% | 0.0% | |
| DUK | DUKE ENERGY CORP | $9,797 | -1.6% | 111 | 0.0% | 0.00% | 0.0% | |
| IYW | ISHARES US TECHNOLOGY ETFu.s. tech etf | $8,813 | -3.6% | 84 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATN CLASS Acl a | $8,796 | +19.7% | 20 | 0.0% | 0.00% | +33.3% | |
| UTF | COHEN AND STEERS INFRAST | $10,671 | -17.1% | 545 | 0.0% | 0.00% | -20.0% | |
| AOR | ISHRS CORE GRW ALLOgrwt allocat etf | $9,882 | -4.0% | 200 | 0.0% | 0.00% | 0.0% | |
| RY | New | ROYAL BANK OF CANADA F | $8,744 | – | 100 | +100.0% | 0.00% | – |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETFeafe sml cp etf | $10,413 | -4.3% | 184 | 0.0% | 0.00% | -20.0% | |
| BIL | SPDR BLOOMBERG 1 3 MNTH T BLL ETFbloomberg 1-3 mo | $9,733 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
| YETI | YETI HOLDINGS INCORPORAT | $6,269 | +24.2% | 130 | 0.0% | 0.00% | +50.0% | |
| QRVO | QORVO INC | $6,587 | -6.4% | 69 | 0.0% | 0.00% | 0.0% | |
| RFI | COHEN STEERS TOTAL RETUR | $6,812 | -8.2% | 650 | 0.0% | 0.00% | 0.0% | |
| RNP | COHEN STEERS REIT PREFER | $6,263 | -9.6% | 365 | 0.0% | 0.00% | 0.0% | |
| SCCO | SOUTHERN COPPER CORP | $7,529 | +4.9% | 100 | 0.0% | 0.00% | 0.0% | |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $7,950 | +19.9% | 995 | +25.2% | 0.00% | 0.0% |
| SVM | SILVERCORP METALS F | $7,050 | -16.7% | 3,000 | 0.0% | 0.00% | -25.0% | |
| GLPI | Buy | GAMING & LEISURE PPT REIT | $6,274 | -4.6% | 138 | +1.5% | 0.00% | 0.0% |
| QEFA | SPDR MSCI EAFE STRATEGICFACTORS MIX ETFmsci eafe strtgc | $7,429 | -4.1% | 111 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC | $6,088 | -10.7% | 119 | 0.0% | 0.00% | 0.0% | |
| SPIB | SPDR INTRMDT TRM CRPRATEBND ETFportfolio intrmd | $7,705 | -2.1% | 245 | 0.0% | 0.00% | 0.0% | |
| ARKK | Sell | ARK INNOVATION ETFinnovation etf | $8,291 | -53.2% | 209 | -47.9% | 0.00% | -57.1% |
| EXC | EXELON CORP | $6,235 | -7.2% | 165 | 0.0% | 0.00% | 0.0% | |
| XSOE | Buy | WSDMTRE EMRG MKT EX STT OWN ENTER ETem ex st-owned | $6,305 | -4.0% | 236 | +0.4% | 0.00% | 0.0% |
| ARKF | ARK FINTECH INNOVATION ETFfintech innova | $7,183 | -7.4% | 371 | 0.0% | 0.00% | 0.0% | |
| ATNM | ACTINIUM PHARMACEUTICALS | $7,051 | -20.2% | 1,191 | 0.0% | 0.00% | -25.0% | |
| AEP | Buy | AMER ELECTRIC PWR CO | $8,332 | -9.7% | 111 | +0.9% | 0.00% | -25.0% |
| VRTX | VERTEX PHARMACEUTICA | $7,303 | -1.2% | 21 | 0.0% | 0.00% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $7,460 | -14.4% | 50 | 0.0% | 0.00% | -25.0% | |
| VB | VANGUARD SMALL CAP ETF IVsmall cp etf | $6,360 | -4.6% | 34 | 0.0% | 0.00% | 0.0% | |
| LAC | LITHIUM AMERS CORP F | $6,804 | -15.8% | 400 | 0.0% | 0.00% | 0.0% | |
| PSCT | Buy | INVSC S&P SMALL TECH PORT ETF IVs&p smlcp info | $6,040 | -10.9% | 138 | +200.0% | 0.00% | 0.0% |
| IIPR | INNOVATIVE INDUSTRIAL PRREIT | $7,263 | +3.6% | 96 | 0.0% | 0.00% | 0.0% | |
| BC | BRUNSWICK CORP | $7,900 | -8.8% | 100 | 0.0% | 0.00% | -25.0% | |
| BIV | Buy | VANGUARD INTERMEDIATE TERM BOND ETFintermed term | $7,291 | -3.1% | 101 | +1.0% | 0.00% | 0.0% |
| ITA | ISHARES US AEROSPACE DEFENSE ETFus aer def etf | $6,252 | -9.2% | 59 | 0.0% | 0.00% | 0.0% | |
| NKE | NIKE INC CLASS Bcl b | $6,980 | -13.4% | 73 | 0.0% | 0.00% | 0.0% | |
| MGV | Buy | VANGUARD MEGA CAP VALUE ETFmega cap val etf | $6,549 | -1.6% | 65 | +1.6% | 0.00% | 0.0% |
| LUMN | LULULEMON ATHLETICA | $6,170 | +1.9% | 16 | 0.0% | 0.00% | 0.0% | |
| EWC | ISHARES MSCI CANADA ETFmsci cda etf | $6,123 | -4.4% | 183 | 0.0% | 0.00% | 0.0% | |
| SYMBOTIC INC CLASS A | $6,686 | -21.9% | 200 | 0.0% | 0.00% | -25.0% | ||
| LIT | GLOBAL X LITHIUM BATTERYTECH ETFlithium btry etf | $6,676 | -15.1% | 121 | 0.0% | 0.00% | 0.0% | |
| KMB | KEYSIGHT TECH INC | $6,616 | -21.0% | 50 | 0.0% | 0.00% | 0.0% | |
| HYS | PIMCO 0-5 YEAR HIGH YLD BND IDX ETF0-5 high yield | $8,217 | -1.0% | 91 | 0.0% | 0.00% | 0.0% | |
| CMG | Sell | CHIPOTLE MEXICAN GRL | $7,327 | -31.5% | 4 | -20.0% | 0.00% | -25.0% |
| Sell | BROOKFIELD REINSURANCE Fcl a exch lt vtg | $7,490 | -9.0% | 238 | -2.1% | 0.00% | 0.0% | |
| NET | CLOUDFLARE INC CLASS A | $6,304 | -3.6% | 100 | 0.0% | 0.00% | 0.0% | |
| MORT | VANECK MORTGAGE REIT INCOME ETFmortgage reit | $5,912 | -5.3% | 520 | 0.0% | 0.00% | -33.3% | |
| HPQ | HP INC. | $4,009 | -16.3% | 156 | 0.0% | 0.00% | 0.0% | |
| VMBS | Sell | VANGUARD MORTGAGE BACKEDSEC ETFmortg-back sec | $5,998 | -79.1% | 137 | -78.1% | 0.00% | -83.3% |
| MTZ | MASTEC INC | $5,398 | -39.0% | 75 | 0.0% | 0.00% | -50.0% | |
| HYEM | Sell | VANECK EMERGING MRK HGH YLD BND ETFemerging mkts hi | $4,455 | -62.5% | 250 | -61.5% | 0.00% | -60.0% |
| MRO | MARATHON OIL CORP | $3,665 | +16.2% | 137 | 0.0% | 0.00% | +100.0% | |
| MUB | New | ISHARES NATIONAL MUNI BOND ETFnational mun etf | $4,307 | – | 42 | +100.0% | 0.00% | – |
| RIVIAN AUTOMOTIVE INC CLASS A | $5,220 | +45.7% | 215 | 0.0% | 0.00% | +100.0% | ||
| JPM | Sell | JPMORGAN CHASE & CO | $4,786 | -51.6% | 33 | -51.5% | 0.00% | -50.0% |
| SBLK | STAR BULK CARRIERS F | $5,398 | +8.9% | 280 | 0.0% | 0.00% | 0.0% | |
| MAIN | MAIN STREET CAPITAL | $4,876 | +1.5% | 120 | 0.0% | 0.00% | 0.0% | |
| NLY | ANNALY CAPITAL MGMT REIT | $4,101 | -6.0% | 218 | 0.0% | 0.00% | 0.0% | |
| ON | ON SEMICONDUCTOR CO | $4,648 | -1.7% | 50 | 0.0% | 0.00% | 0.0% | |
| LAZR | New | LUMINAR TECHNOLOGIES INCCLASS A | $4,550 | – | 1,000 | +100.0% | 0.00% | – |
| IGIB | ISHARES TRT IS 5-10 INV GR CR BD ETF | $5,692 | -3.8% | 117 | 0.0% | 0.00% | 0.0% | |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETFcore 1 5 yr usd | $4,267 | -0.6% | 92 | 0.0% | 0.00% | 0.0% | |
| DEA | EASTERLY GOVT PPTYS REIT | $5,144 | -21.2% | 450 | 0.0% | 0.00% | -33.3% | |
| SBUX | Sell | STARBUCKS CORP | $5,841 | -44.9% | 64 | -40.2% | 0.00% | -50.0% |
| ACWX | New | ISHARES MSCI ACWI EX US ETFmsci acwi ex us | $3,761 | – | 80 | +100.0% | 0.00% | – |
| JETS | US GLOBAL JETS ETF | $5,143 | -20.5% | 302 | 0.0% | 0.00% | -33.3% | |
| FICO | FAIR ISAAC INTL CORP | $4,343 | +7.3% | 5 | 0.0% | 0.00% | 0.0% | |
| TMUS | T-MOBILE US INC | $4,902 | +0.8% | 35 | 0.0% | 0.00% | 0.0% | |
| SRC | SPIRIT REALTY CAPITA REIT | $4,024 | -14.9% | 120 | 0.0% | 0.00% | 0.0% | |
| JHMM | JOHN HANCOCK MULTIFACTORMID CAP ETFmultifactor mi | $5,016 | -4.8% | 106 | 0.0% | 0.00% | 0.0% | |
| RQI | COHEN STEERS QUAL INCOME | $5,870 | -12.8% | 580 | 0.0% | 0.00% | -33.3% | |
| KRE | Buy | SPDR S&P REGIONAL BANKING ETFs&p regl bkg | $4,489 | +3.2% | 107 | +0.9% | 0.00% | 0.0% |
| SCHC | SCHWAB INTERNATNAL SMALLCAP EQY ETFintl sceqt etf | $5,676 | -4.5% | 176 | 0.0% | 0.00% | 0.0% | |
| ASGN | A S G N INC | $5,636 | +8.0% | 69 | 0.0% | 0.00% | 0.0% | |
| XLY | New | SPDR FUND CONSUMER DISCRE SELECT ETFsbi cons discr | $4,668 | – | 29 | +100.0% | 0.00% | – |
| PAG | PENSKE AUTOMOTIVE GR | $4,177 | +0.3% | 25 | 0.0% | 0.00% | 0.0% | |
| SPEM | SPDR INDEX SHARES EMERG MARKT ETFportfolio emg mk | $4,366 | -2.3% | 130 | 0.0% | 0.00% | 0.0% | |
| PRFT | Sell | PERFICIENT INC | $5,844 | -36.8% | 101 | -9.0% | 0.00% | -50.0% |
| ARGT | GLOBAL X MSCI ARGENTINA ETFgb msci ar etf | $3,674 | -9.8% | 89 | 0.0% | 0.00% | 0.0% | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $5,586 | -3.3% | 21 | 0.0% | 0.00% | 0.0% | |
| NEO | NEOGENOMICS INC | $3,936 | -23.5% | 320 | 0.0% | 0.00% | 0.0% | |
| IUSG | ISHARES CORE US GROWTH ETFcore s&p us gwt | $4,267 | -2.9% | 45 | 0.0% | 0.00% | 0.0% | |
| VGK | VANGUARD FTSE EUROPE ETFftse europe etf | $3,881 | -6.1% | 67 | 0.0% | 0.00% | 0.0% | |
| Sell | GXO LOGISTICS INC | $4,457 | -22.0% | 76 | -16.5% | 0.00% | 0.0% | |
| GENI | GENIUS SPORTS LTD Fshares cl a | $5,330 | -13.9% | 1,000 | 0.0% | 0.00% | -33.3% | |
| MGC | VANGUARD MEGA CAP GROWTHETFmega cap index | $3,630 | -3.6% | 16 | 0.0% | 0.00% | 0.0% | |
| KSTR | KRANESHARES SSE STAR MRKT 50 IDX ETFsse star mrkt 50 | $3,833 | -12.7% | 300 | 0.0% | 0.00% | 0.0% | |
| PAA | PLAINS ALL AMERICAN P LPunit ltd partn | $5,576 | +8.7% | 364 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES BIOTECHNOLOGY ETFnasdaq biotech | $4,280 | -3.7% | 35 | 0.0% | 0.00% | 0.0% | |
| GNRC | Sell | GENERAC HOLDINGS INC | $4,685 | -34.5% | 43 | -10.4% | 0.00% | -33.3% |
| IAGG | ISHARES INTERNTINL AGGRGT BND ETFcore intl aggr | $3,707 | -1.0% | 76 | 0.0% | 0.00% | 0.0% | |
| BEAM | BEAM THERAPEUTICS INC | $3,848 | -24.7% | 160 | 0.0% | 0.00% | 0.0% | |
| EMLC | VANECK J P MORGAN EM LCLCRY BND ETFuranium nuclear | $5,777 | -6.6% | 242 | 0.0% | 0.00% | -33.3% | |
| LYV | LIVE NATION ENTRTMNT | $1,495 | -8.8% | 18 | 0.0% | 0.00% | 0.0% | |
| EMB | ISHARES JP MORGAN USD EMERGING MARKEjpmorgan usd emg | $3,548 | -4.6% | 43 | 0.0% | 0.00% | -50.0% | |
| IYF | ISHARES US FINANCIALS ETFu.s. finls etf | $2,392 | +0.2% | 32 | 0.0% | 0.00% | 0.0% | |
| IYZ | ISHARES US TELECOM ETF | $1,917 | -3.6% | 90 | 0.0% | 0.00% | 0.0% | |
| IUSV | ISHARES CORE US VALUE ETFcore s&p us vlu | $2,089 | -4.7% | 28 | 0.0% | 0.00% | 0.0% | |
| ICSH | AMPLIFY ONLINE RETAIL ETFblackrock ultra | $3,322 | -4.2% | 75 | 0.0% | 0.00% | 0.0% | |
| IYT | ISHARES US TRANSPORTATION ETFtrans avg etf | $3,507 | -6.4% | 15 | 0.0% | 0.00% | -50.0% | |
| THD | ISHARES MSCI THAILAND ETFmsci thailnd etf | $2,687 | -5.0% | 43 | 0.0% | 0.00% | 0.0% | |
| EEMV | EDITAS MEDICINE INCORPORmsci emerg mrkt | $2,535 | -5.2% | 325 | 0.0% | 0.00% | 0.0% | |
| EWZ | ISHARES MSCI BRAZIL ETFmsci brazil etf | $3,312 | -5.4% | 108 | 0.0% | 0.00% | 0.0% | |
| EMHY | New | ISHARES JP MRGN EM HIGH YLD BD ETFjp mrgn em hi bd | $1,702 | – | 50 | +100.0% | 0.00% | – |
| EWA | ISHARES MSCI AUSTRALIA ETFmsci aust etf | $3,248 | -4.6% | 151 | 0.0% | 0.00% | 0.0% | |
| DBO | INVESCO DB OIL FUNDoil fd | $2,347 | +25.0% | 133 | 0.0% | 0.00% | 0.0% | |
| PSCC | Buy | INVSC S&P CONS STAP PORTETF IVs&p smlcp stap | $3,441 | -4.1% | 99 | +200.0% | 0.00% | 0.0% |
| HZO | MARINEMAX INC | $3,184 | -3.9% | 97 | 0.0% | 0.00% | 0.0% | |
| ISRG | Sell | INTUITIVE SURGICAL | $1,461 | -69.5% | 5 | -64.3% | 0.00% | -50.0% |
| NIO | NIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHSspon ads | $1,700 | -6.7% | 188 | 0.0% | 0.00% | 0.0% | |
| NRG | NRG ENERGY INC | $1,271 | +3.0% | 33 | 0.0% | 0.00% | 0.0% | |
| NNN | NNN REIT INC REIT | $1,815 | -16.2% | 51 | 0.0% | 0.00% | 0.0% | |
| NAV | New | NORTHERN DYN MINERL F | $1,220 | – | 3,750 | +100.0% | 0.00% | – |
| HPE | HEWLETT PACKARD ENTERPRI | $2,710 | +3.4% | 156 | 0.0% | 0.00% | 0.0% | |
| NI | NISOURCE INC 00500 | $1,481 | -9.8% | 60 | 0.0% | 0.00% | 0.0% | |
| HRI | HERC HLDGS INC | $2,260 | -13.1% | 19 | 0.0% | 0.00% | 0.0% | |
| NZF | NUVEEN MUNICIPAL CREDIT | $1,429 | -10.5% | 137 | 0.0% | 0.00% | 0.0% | |
| PEAKSTONE REALTY CL E REIT | $3,378 | -40.4% | 203 | 0.0% | 0.00% | -50.0% | ||
| OCSL | OAKTREE SPECIALTY LENDIN | $2,213 | +3.6% | 110 | 0.0% | 0.00% | 0.0% | |
| GTE | GRAN TIERRA ENERGY | $2,776 | +41.3% | 400 | 0.0% | 0.00% | 0.0% | |
| GBDC | GOLUB CAPITAL BDC INC | $3,301 | +8.7% | 225 | 0.0% | 0.00% | 0.0% | |
| Sell | ORION OFFICE REIT INC REIT | $2,767 | -33.0% | 531 | -15.0% | 0.00% | -50.0% | |
| GSLC | GOLDMAN SACHS ACTVBETA US LRG ETFactivebeta us lg | $1,769 | -3.5% | 21 | 0.0% | 0.00% | 0.0% | |
| PBF | P B F ENERGY INC CLASS Acl a | $1,820 | +30.7% | 34 | 0.0% | 0.00% | 0.0% | |
| GLOBAL X RUSSELL 2000 CVRED CALL ETFrussell 2000 cov | $3,412 | -5.7% | 200 | 0.0% | 0.00% | -50.0% | ||
| PAVE | GLOBAL X US INFRA DVLPMNT ETFus infr dev etf | $3,190 | -3.3% | 105 | 0.0% | 0.00% | 0.0% | |
| DRIV | GLOBAL X AUTONOM ELCTRC VECL ETFautonmous ev etf | $2,349 | -9.8% | 100 | 0.0% | 0.00% | 0.0% | |
| GPN | GLOBAL PAYMENTS INC | $1,500 | +17.1% | 13 | 0.0% | 0.00% | 0.0% | |
| GSK | GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHSsponsored adr | $1,450 | +1.7% | 40 | 0.0% | 0.00% | 0.0% | |
| GM | GENERAL MOTORS CO | $3,363 | -14.5% | 102 | 0.0% | 0.00% | -50.0% | |
| PXD | PIONEER NATURAL RES | $2,296 | +10.8% | 10 | 0.0% | 0.00% | 0.0% | |
| PLUG | PLUG POWER INC | $2,888 | -26.8% | 380 | 0.0% | 0.00% | -50.0% | |
| PRPO | Sell | PRECIPIO DIAGNOSTICS INC | $1,907 | -28.1% | 340 | -95.0% | 0.00% | 0.0% |
| GE | GENERAL ELECTRIC CO | $2,668 | +0.7% | 24 | 0.0% | 0.00% | 0.0% | |
| ROCKET LABORATORY USA IN | $2,190 | -27.0% | 500 | 0.0% | 0.00% | 0.0% | ||
| FISV | FISERV INC | $2,259 | -10.5% | 20 | 0.0% | 0.00% | 0.0% | |
| FKU | FIRST TRUST UK ALPHADEX ETFunit king alph | $3,349 | -2.4% | 103 | 0.0% | 0.00% | 0.0% | |
| EVGO | EVGO INC CLASS A | $2,028 | -15.5% | 600 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC | $1,724 | -13.2% | 34 | 0.0% | 0.00% | 0.0% | |
| EMHC | SPDR BLOOMBG EMG MRKT LCL BND ETFbloomberg emg mk | $2,816 | -6.3% | 142 | 0.0% | 0.00% | 0.0% | |
| EA | Sell | ELECTRONIC ARTS INC | $1,565 | -47.5% | 13 | -43.5% | 0.00% | 0.0% |
| EW | Sell | EDWARDS LIFESCIENCES | $1,316 | -64.2% | 19 | -51.3% | 0.00% | -50.0% |
| ETW | EATON VNCE MGD GLBL BUY | $2,368 | -7.1% | 310 | 0.0% | 0.00% | 0.0% | |
| DKNG | DRAFTKINGS INC NEW CLASS A | $1,472 | +10.8% | 50 | 0.0% | 0.00% | 0.0% | |
| SCHK | SCHWAB 1000 INDEX ETF1000 index etf | $2,611 | -3.2% | 63 | 0.0% | 0.00% | 0.0% | |
| DIGITAL WORLD ACQUISITIOCLASS A | $1,642 | +30.7% | 100 | 0.0% | 0.00% | 0.0% | ||
| DAR | DARLING INGREDIENTS | $1,357 | -18.2% | 26 | 0.0% | 0.00% | 0.0% | |
| DNP | DNP SELECT INCOME CF | $1,856 | -9.2% | 195 | 0.0% | 0.00% | 0.0% | |
| CCI | Sell | CROWN CASTLE INC REIT | $1,472 | -76.1% | 16 | -70.4% | 0.00% | -66.7% |
| SBS | COMPANHIA DE SANEAMENT FSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $2,533 | +2.3% | 209 | 0.0% | 0.00% | 0.0% | |
| SHAK | Buy | SHAKE SHACK CLASS Acl a | $1,684 | -13.3% | 29 | +16.0% | 0.00% | 0.0% |
| SHOP | Sell | SHOPIFY INC FCLASS Acl a | $2,347 | -80.1% | 43 | -76.5% | 0.00% | -80.0% |
| SIRI | SIRIUS XM HLDGS INC | $2,260 | -0.2% | 500 | 0.0% | 0.00% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS | $2,070 | -10.9% | 21 | 0.0% | 0.00% | 0.0% | |
| LUV | Buy | SOUTHWEST AIRLINES | $2,991 | -24.2% | 137 | +25.7% | 0.00% | -50.0% |
| CEF | SPROTT PHYSICAL GOLD & Str unit | $3,360 | -3.9% | 194 | 0.0% | 0.00% | 0.0% | |
| C | Sell | CITIGROUP INC | $3,085 | -34.3% | 75 | -26.5% | 0.00% | -50.0% |
| STEM | STEM INC | $1,323 | -25.9% | 312 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER & CO INC | $3,127 | -1.6% | 60 | 0.0% | 0.00% | 0.0% | |
| TTWO | TAKE TWO INTERACTV | $1,404 | -4.6% | 10 | 0.0% | 0.00% | 0.0% | |
| TMO | Sell | THERMO FISHER SCNTFC | $1,519 | -81.8% | 3 | -81.2% | 0.00% | -66.7% |
| TY | TRI CONTINENTAL CF | $2,207 | -3.0% | 83 | 0.0% | 0.00% | 0.0% | |
| UBER | Sell | UBER TECHNOLOGIES INC | $1,656 | -74.4% | 36 | -76.0% | 0.00% | -66.7% |
| ULTA | Sell | ULTA BEAUTY INC. | $2,796 | -50.5% | 7 | -41.7% | 0.00% | -50.0% |
| UNP | Sell | UNION PACIFIC CORP | $2,647 | -66.8% | 13 | -66.7% | 0.00% | -66.7% |
| UAL | UNITED AIRLINES HLDGS | $3,469 | -22.9% | 82 | 0.0% | 0.00% | -50.0% | |
| CVM | New | CEL SCI CORP | $1,775 | – | 1,420 | +100.0% | 0.00% | – |
| UTHR | UNITED THERAPEUTICS | $1,807 | +2.3% | 8 | 0.0% | 0.00% | 0.0% | |
| U | Buy | UNITY SOFTWARE INC | $3,170 | +7272.1% | 101 | +10000.0% | 0.00% | – |
| VFC | VF CORP | $1,573 | -7.4% | 89 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP F | $2,929 | -27.1% | 213 | 0.0% | 0.00% | -50.0% | |
| CP | CANADIAN PACIFIC KANSA F | $1,488 | -7.9% | 20 | 0.0% | 0.00% | 0.0% | |
| BLV | VANGUARD LONG TERM BOND ETFlong term bond | $2,347 | -10.5% | 35 | 0.0% | 0.00% | 0.0% | |
| BLDR | BUILDERS FIRSTSOURCE | $2,614 | -8.5% | 21 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CO | $1,478 | -2.4% | 28 | 0.0% | 0.00% | 0.0% | |
| VNQI | VANGUARD GLBAL EX US REAL EST ETF IVglb ex us etf | $2,530 | -3.1% | 65 | 0.0% | 0.00% | 0.0% | |
| VSS | VGRD FTSE ALL WRLD EX USSML CAP ETFftse smcap etf | $1,593 | -3.9% | 15 | 0.0% | 0.00% | 0.0% | |
| BLACKSTONE SECD LENDING | $2,736 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | ||
| BBY | BEST BUY CO INC | $2,570 | -15.2% | 37 | 0.0% | 0.00% | 0.0% | |
| OZK | Buy | BANK OZK | $1,888 | -6.9% | 51 | +2.0% | 0.00% | 0.0% |
| APOLLO GLOBAL MGMT INC N | $2,783 | +16.9% | 31 | 0.0% | 0.00% | 0.0% | ||
| ITAN | EA SER TR SPARKLINE NAME CHANGE EFF: 05/26/22sparkline intang | $3,316 | -3.6% | 142 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP FSPONSORED ADR 1 ADR REPS 10 ORD SHSsponsored adr | $3,233 | +0.3% | 341 | 0.0% | 0.00% | 0.0% | |
| WHR | WHIRLPOOL CORP | $1,872 | -10.1% | 14 | 0.0% | 0.00% | 0.0% | |
| ACAD | ARBUTUS BIOPHARMA CORP F | $1,218 | -11.7% | 600 | 0.0% | 0.00% | 0.0% | |
| CYB | WISDOMTREE CHINESE YUAN STRAY ETFchinese yuan fd | $1,957 | +1.6% | 80 | 0.0% | 0.00% | 0.0% | |
| ASO | ACADEMY SPORTS & OUTDOOR | $2,647 | -12.6% | 56 | 0.0% | 0.00% | 0.0% | |
| EPI | WISDOMTREE INDIA EARNINGS ETFindia erngs fd | $2,757 | +5.6% | 75 | 0.0% | 0.00% | 0.0% | |
| AGGY | WISDOMTREE YIELD ENHNC US AGGRE ETFyield enhancd us | $3,072 | -3.7% | 74 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK GENOMIC REVOLUTION ETFgenomic rev etf | $1,393 | -18.3% | 50 | 0.0% | 0.00% | 0.0% | |
| ACGL | Buy | ARCH CAP GROUP LTD Ford | $2,471 | +43.5% | 31 | +34.8% | 0.00% | 0.0% |
| GLOBALFOUNDRIES INC Fordinary shares | $2,328 | -9.9% | 40 | 0.0% | 0.00% | 0.0% | ||
| GOGL | GOLDEN OCEAN GROUP F | $2,167 | +4.4% | 275 | 0.0% | 0.00% | 0.0% | |
| INDO | INDONESIA ENERGY CORP F | $2,035 | -16.3% | 550 | 0.0% | 0.00% | 0.0% | |
| MDT | Sell | MEDTRONIC PLC F | $2,194 | -51.2% | 28 | -45.1% | 0.00% | -50.0% |
| IHF | ISHARES US HEALTHCARE PRO ETFus hlthcr pr etf | $1,231 | -3.8% | 5 | 0.0% | 0.00% | 0.0% | |
| ENZL | ISHARES MSCI NWZLND ETFnew zealand etf | $2,303 | -9.6% | 52 | 0.0% | 0.00% | 0.0% | |
| IGLB | ISHRS 10 YR INVEST GRADEBOND ETF10+ yr invst grd | $2,498 | -8.6% | 53 | 0.0% | 0.00% | 0.0% | |
| POST | POST HOLDINGS INC | $343 | -1.2% | 4 | 0.0% | 0.00% | – | |
| IVZ | Exit | INVESCO LTD F | $0 | – | -60 | -100.0% | 0.00% | – |
| SQ | Sell | BLOCK INC CLASS Acl a | $354 | -77.8% | 8 | -66.7% | 0.00% | -100.0% |
| STX | Sell | SEAGATE TECHNOLOGY HLD F | $725 | -72.1% | 11 | -73.8% | 0.00% | -100.0% |
| PNR | PENTAIR PLC F | $324 | +0.3% | 5 | 0.0% | 0.00% | – | |
| TEL | TE CONNECTIVITY LTD F | $865 | -11.8% | 7 | 0.0% | 0.00% | – | |
| SPOT | SPOTIFY TECHNOLOGY F | $1,082 | -3.7% | 7 | 0.0% | 0.00% | – | |
| CHKP | New | CHECK PT SOFTWARE Ford | $1,066 | – | 8 | +100.0% | 0.00% | – |
| INVZW | New | INNOVIZ TECHNOLOGIES L F*w exp 04/05/202 | $975 | – | 500 | +100.0% | 0.00% | – |
| AMCX | AMC NETWORKS INC CL CLASS Acl a | $47 | -2.1% | 4 | 0.0% | 0.00% | – | |
| AMJ | JP MORGAN CHASE ALERIAN ETNalerian ml etn | $815 | +7.8% | 33 | 0.0% | 0.00% | – | |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -19 | -100.0% | 0.00% | – |
| EQIX | EQUINIX INC REIT | $726 | -7.4% | 1 | 0.0% | 0.00% | – | |
| EPAM | Buy | EPAM SYSTEMS INC | $1,023 | +51.8% | 4 | +33.3% | 0.00% | – |
| WATT | Sell | ENERGOUS CORP | $5 | -70.6% | 3 | -95.7% | 0.00% | – |
| SNY | SANOFI S A FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSsponsored adr | $429 | -0.5% | 8 | 0.0% | 0.00% | – | |
| ETSY | ETSY INC | $65 | -23.5% | 1 | 0.0% | 0.00% | – | |
| MJ | New | ETFMG ALTERNATIVE HARVEST ETFetfmg altr hrvst | $442 | – | 121 | +100.0% | 0.00% | – |
| EMQQ | EMQQ EMRNG MKT INTRNT ECMRC ETFemqq em intern | $589 | +0.2% | 20 | 0.0% | 0.00% | – | |
| DUTCH BROS INC CLASS Acl a | $535 | -18.2% | 23 | 0.0% | 0.00% | – | ||
| FIS | FIDELITY NATL INFO | $166 | +1.2% | 3 | 0.0% | 0.00% | – | |
| FLIC | Buy | FIRST LONG ISLAND CO | $1,187 | -2.7% | 103 | +2.0% | 0.00% | -100.0% |
| WOPEY | Exit | WOODSIDE ENERGY GROUP FSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $0 | – | -33 | -100.0% | 0.00% | – |
| DLB | DOLBY LABORATORIES CLASS A | $476 | -5.2% | 6 | 0.0% | 0.00% | – | |
| LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -28 | -100.0% | 0.00% | – |
| RWR | SPDR DOW JONES REIT ETFdj reit etf | $1,161 | -8.3% | 14 | 0.0% | 0.00% | -100.0% | |
| FANG | DIAMONDBACK ENERGY | $465 | +18.0% | 3 | 0.0% | 0.00% | – | |
| DNN | DENISON MINES CORP F | $83 | +31.7% | 50 | 0.0% | 0.00% | – | |
| DDOG | DATADOG INC CLASS A | $1,184 | -7.4% | 13 | 0.0% | 0.00% | -100.0% | |
| NAK | Exit | NORTHERN DYN MINERL F | $0 | – | -3,750 | -100.0% | 0.00% | – |
| FJP | FIRST TRUST JAPAN ALPHADEX ETFjapan alphadex | $746 | +3.6% | 15 | 0.0% | 0.00% | – | |
| DXC | D X C TECHNOLOGY CO 0050 | $271 | -21.9% | 13 | 0.0% | 0.00% | – | |
| HAUZ | XTRACKERS INTER REAL ESTETFxtrack intl real | $234 | -2.9% | 12 | 0.0% | 0.00% | – | |
| CONE | CO DIAGNOSTICS INC | $37 | -5.1% | 35 | 0.0% | 0.00% | – | |
| FYT | FIRST TR SMALL CAP VALU ALPHADEX ETFsml cap val alph | $1,174 | +1.9% | 25 | 0.0% | 0.00% | – | |
| SMG | SCOTTS MIRACLE GRO COcl a | $103 | -17.6% | 2 | 0.0% | 0.00% | – | |
| SE | SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsord ads | $88 | -24.1% | 2 | 0.0% | 0.00% | – | |
| New | FORTREA HOLDINGS INC | $57 | – | 2 | +100.0% | 0.00% | – | |
| CORE & MAIN INC CLASS Acl a | $346 | -8.0% | 12 | 0.0% | 0.00% | – | ||
| FOXA | FOX CORP CLASS A | $1,061 | -8.2% | 34 | 0.0% | 0.00% | – | |
| COO | COOPER COMPANIES | $318 | -17.0% | 1 | 0.0% | 0.00% | – | |
| CONTEXT THERAPEUTICS INC | $234 | -5.6% | 155 | 0.0% | 0.00% | – | ||
| GTBP | GT BIOPHARMA INC | $11 | -21.4% | 44 | 0.0% | 0.00% | – | |
| GE HEALTHCARE TECHNOLOGI | $477 | -16.2% | 7 | 0.0% | 0.00% | – | ||
| NOW | New | SERVICE NOW INC | $1,118 | – | 2 | +100.0% | 0.00% | – |
| Exit | METEN HOLDING GROUP LT F | $0 | – | -67 | -100.0% | 0.00% | – | |
| SITC | SITE CTRS CORP | $925 | -6.8% | 75 | 0.0% | 0.00% | – | |
| SNAP | SNAP INC CLASS Acl a | $45 | -23.7% | 5 | 0.0% | 0.00% | – | |
| SPGI | S&P GLOBAL INC | $365 | -9.0% | 1 | 0.0% | 0.00% | – | |
| RBLX | ROBLOX CORP CLASS Acl a | $724 | -28.2% | 25 | 0.0% | 0.00% | – | |
| RHI | ROBERT HALF INTL | $879 | -2.7% | 12 | 0.0% | 0.00% | – | |
| WBA | Exit | WALGREENS BOOTS ALLI | $0 | – | -31 | -100.0% | 0.00% | – |
| GCI | New | GANNETT CO INC NE 23 WTSWARRANTS EXP 11/26/23 | $0 | – | 15 | +100.0% | 0.00% | – |
| SR | SPIRE INC | $283 | -10.7% | 5 | 0.0% | 0.00% | – | |
| IT | GARTNER INC | $687 | -2.0% | 2 | 0.0% | 0.00% | – | |
| RH | RH | $793 | -19.8% | 3 | 0.0% | 0.00% | – | |
| SFM | SPROUTS FARMERS MARK | $1,156 | +16.5% | 27 | 0.0% | 0.00% | – | |
| PORTILLOS INC | $200 | -31.7% | 13 | 0.0% | 0.00% | – | ||
| STLD | STEEL DYNAMICS INC | $322 | -1.5% | 3 | 0.0% | 0.00% | – | |
| STRAN & CO INC | $350 | -17.3% | 280 | 0.0% | 0.00% | – | ||
| CRUS | CIRRUS LOGIC INC | $222 | -8.6% | 3 | 0.0% | 0.00% | – | |
| GIS | GENERAL MILLS INC | $448 | -16.6% | 7 | 0.0% | 0.00% | – | |
| SPWR | SUNPOWER CORP | $56 | -36.4% | 9 | 0.0% | 0.00% | – | |
| PPL | PPL CORP | $801 | -11.0% | 34 | 0.0% | 0.00% | – | |
| PKX | POSCO HOLDINGS INC ADR FSPONSORED ADR 1 ADR REP 0.25 ORD SHSsponsored adr | $718 | +38.6% | 7 | 0.0% | 0.00% | – | |
| PJT | P J T PARTNERS INCORPORACLASS A | $159 | +14.4% | 2 | 0.0% | 0.00% | – | |
| GDDY | GO DADDY GROUP INC CLASS Acl a | $447 | -0.9% | 6 | 0.0% | 0.00% | – | |
| TGNA | TEGNA INC | $1,195 | -10.3% | 82 | 0.0% | 0.00% | -100.0% | |
| TXG | 10X GENOMICS INC CLASS A | $41 | -26.8% | 1 | 0.0% | 0.00% | – | |
| THC | TENET HEALTHCARE | $395 | -19.1% | 6 | 0.0% | 0.00% | – | |
| CRL | CHARLES RIVER LABS | $196 | -6.7% | 1 | 0.0% | 0.00% | – | |
| TEVA | TEVA PHARMACEUTICAL IN FSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored ads | $1,020 | +35.5% | 100 | 0.0% | 0.00% | – | |
| CHPT | CHARGEPOINT HOLDINGS INCCLASS A | $154 | -43.4% | 31 | 0.0% | 0.00% | – | |
| TLRY | TILRAY BRANDS INC | $323 | +53.1% | 135 | 0.0% | 0.00% | – | |
| OGN | ORGANON & CO | $191 | -16.6% | 11 | 0.0% | 0.00% | – | |
| OGS | ONE GAS INC | $410 | -11.1% | 6 | 0.0% | 0.00% | – | |
| CRNC | CERENCE INC | $81 | -30.8% | 4 | 0.0% | 0.00% | – | |
| PATH | UIPATH INC CLASS Acl a | $51 | +2.0% | 3 | 0.0% | 0.00% | – | |
| ORI | New | OLD REPUBLIC INTL CO | $997 | – | 37 | +100.0% | 0.00% | – |
| LOPE | GRAND CANYON EDUCA | $351 | +13.2% | 3 | 0.0% | 0.00% | – | |
| OMAB | GRUPO AEROPORTUARIO DE FSPONSORED ADR 1 ADR REPS 10 ORD SHSspon adr | $491 | -11.5% | 2 | 0.0% | 0.00% | – | |
| X | US STEEL | $552 | +29.9% | 17 | 0.0% | 0.00% | – | |
| CTLT | CATALENT INC | $137 | +5.4% | 3 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INC | $66 | +1.5% | 14 | 0.0% | 0.00% | – | |
| UNM | UNUM GROUP | $492 | +3.1% | 10 | 0.0% | 0.00% | – | |
| GH | GUARDANT HEALTH INC | $207 | -17.5% | 7 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP F | $95 | +102.1% | 121 | 0.0% | 0.00% | – | |
| DNOW | NOW INC | $594 | +14.7% | 50 | 0.0% | 0.00% | – | |
| CNQ | CANADIAN NATURAL RES F | $970 | +14.9% | 15 | 0.0% | 0.00% | – | |
| HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHSspon ads | $417 | -0.5% | 50 | 0.0% | 0.00% | – | ||
| CZR | CAESARS ENTMT INC NEW | $603 | -9.0% | 13 | 0.0% | 0.00% | – | |
| CVI | CVR ENERGY INC | $715 | +15.1% | 21 | 0.0% | 0.00% | – | |
| CF | CF INDUSTRIES HLDG | $514 | +23.3% | 6 | 0.0% | 0.00% | – | |
| HR | HEALTHCARE REALTY TRUST CLASS A | $15 | -21.1% | 1 | 0.0% | 0.00% | – | |
| New | FMC EXCELSIOR FOCUS EQUITY ETF IVfmc excelsior fo | $240 | – | 10 | +100.0% | 0.00% | – | |
| NWSA | NEWS CORP NEW CLASS Acl a | $361 | +2.8% | 18 | 0.0% | 0.00% | – | |
| NEM | Sell | NEWMONT CORP | $1,182 | -61.5% | 32 | -55.6% | 0.00% | -100.0% |
| HOLX | HOLOGIC INC | $416 | -14.4% | 6 | 0.0% | 0.00% | – | |
| BROOKFIELD BUSINESS CO FCLASS Acl a | $307 | -4.4% | 17 | 0.0% | 0.00% | – | ||
| HUBS | HUBSPOT INC | $493 | -7.3% | 1 | 0.0% | 0.00% | – | |
| Exit | J P MORGAN NASDAQ EQT PRM INC ETF IVequity premium | $0 | – | -15 | -100.0% | 0.00% | – | |
| HYMC | HYCROFT MNG HLDG CORP CLASS A | $60 | +1.7% | 200 | 0.0% | 0.00% | – | |
| IMGN | IMMUNOGEN INC | $206 | -15.9% | 13 | 0.0% | 0.00% | – | |
| MDB | MONGODB INC CLASS Acl a | $346 | -15.8% | 1 | 0.0% | 0.00% | – | |
| New | BLACKROCK FLEXIBLE INCOME ETF | $504 | – | 10 | +100.0% | 0.00% | – | |
| NSPR | INSPIREMD INC | $13 | +30.0% | 4 | 0.0% | 0.00% | – | |
| GOLD | BARRICK GOLD CORP F | $306 | -14.0% | 21 | 0.0% | 0.00% | – | |
| VTWO | VANGUARD RUSSELL 2000 ETF IVvng rus2000idx | $929 | -5.5% | 13 | 0.0% | 0.00% | – | |
| PODD | INSULET CORP | $159 | -44.8% | 1 | 0.0% | 0.00% | – | |
| INTZ | New | INTRUSION INC | $349 | – | 1,000 | +100.0% | 0.00% | – |
| SPGP | INVESCO S AND P 500 GARPETFs&p 500 garp etf | $639 | +0.6% | 7 | 0.0% | 0.00% | – | |
| MTCH | MATCH GROUP INC NEW | $118 | -6.3% | 3 | 0.0% | 0.00% | – | |
| AGR | AVANGRID INC | $1,026 | -19.9% | 34 | 0.0% | 0.00% | -100.0% | |
| ACB | AURORA CANNABIS INC F | $19 | +11.8% | 32 | 0.0% | 0.00% | – | |
| VBK | VBI VACCINES INC Fsml cp grw etf | $25 | -80.0% | 38 | 0.0% | 0.00% | – | |
| ASTR | Sell | ASTRA SPACE INC CLASS A | $198 | -66.4% | 107 | -93.3% | 0.00% | – |
| MIN | MFS INTERMEDIATE INCOMEsh ben int | $222 | -2.2% | 83 | 0.0% | 0.00% | – | |
| TSN | Exit | TYSON FOODS INC CLASS Acl a | $0 | – | -23 | -100.0% | 0.00% | – |
| LYFT | LYFT INC CLASS A | $53 | +10.4% | 5 | 0.0% | 0.00% | – | |
| AMKR | AMKOR TECHNOLOGY INC | $362 | -23.9% | 16 | 0.0% | 0.00% | – | |
| FWONK | LIBERTY MEDIA CORP | $62 | -17.3% | 1 | 0.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP | $182 | +5.2% | 3 | 0.0% | 0.00% | – | |
| VRSN | VERISIGN INC | $810 | -10.4% | 4 | 0.0% | 0.00% | – | |
| LSXMK | LIBERTY MEDIA CORP | $127 | -22.6% | 5 | 0.0% | 0.00% | – | |
| LSXMA | LIBERTY MEDIA CORP | $51 | -22.7% | 2 | 0.0% | 0.00% | – | |
| VTRS | VIATRIS INC | $177 | -1.7% | 18 | 0.0% | 0.00% | – | |
| LMACA | LIBERTY MEDIA CORP | $57 | -16.2% | 1 | 0.0% | 0.00% | – | |
| AAL | AMERICAN AIRLS GROUP | $1,114 | -28.6% | 87 | 0.0% | 0.00% | -100.0% | |
| SPCE | VIRGIN GALACTIC HLDGS INCLASS A | $45 | -53.6% | 25 | 0.0% | 0.00% | – | |
| ARGENT MID CAP ETFargent mid cap | $701 | -3.2% | 27 | 0.0% | 0.00% | – | ||
| LBRDK | LIBERTY BROADBAND CO CLASS C | $91 | +13.8% | 1 | 0.0% | 0.00% | – | |
| Exit | QUALIGEN THERAPEUTICS IN | $0 | – | -350 | -100.0% | 0.00% | – | |
| LBRDA | LIBERTY BROADBAND CO CLASS A | $91 | +13.8% | 1 | 0.0% | 0.00% | – | |
| AL | ALCON INC Fcl a | $385 | -6.3% | 5 | 0.0% | 0.00% | – | |
| ABNB | AIRBNB INC CLASS A | $137 | +7.0% | 1 | 0.0% | 0.00% | – | |
| WFG | WEST FRASER TIMBER F | $943 | -15.7% | 13 | 0.0% | 0.00% | – | |
| WDC | WESTERN DIGITAL CORP | $456 | +20.3% | 10 | 0.0% | 0.00% | – | |
| AAP | ADVANCE AUTO PARTS | $168 | -20.4% | 3 | 0.0% | 0.00% | – | |
| PXH | INVESCO FTSE RAFI EMERGING MARKETS ETFftse rafi emng | $36 | -2.7% | 2 | 0.0% | 0.00% | – | |
| IBIO | Exit | IBIO INC | $0 | – | -285 | -100.0% | 0.00% | – |
| IONS | IONIS PHARMACEUTICALS IN | $499 | +10.6% | 11 | 0.0% | 0.00% | – | |
| LRCX | Sell | LAM RESEARCH CORP | $627 | -93.5% | 1 | -93.3% | 0.00% | -100.0% |
| New | LAB CO OF AMER HLDG | $402 | – | 2 | +100.0% | 0.00% | – | |
| WWE | Exit | WORLD WRESTLING ENTM CLASS Acl a | $0 | – | -6 | -100.0% | 0.00% | – |
| LHX | L3HARRIS TECHNOLOGIES IN | $696 | -11.1% | 4 | 0.0% | 0.00% | – | |
| WOLFSPEED INC | $267 | -31.4% | 7 | 0.0% | 0.00% | – | ||
| WDAY | WORKDAY INC CLASS Acl a | $1,074 | -4.9% | 5 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC | $589 | +13.7% | 39 | 0.0% | 0.00% | – | ||
| AMC | Sell | AMC ENTERTAINMENT CLASS A | $168 | -61.8% | 21 | -79.0% | 0.00% | – |
| KRBN | KRANESHARES GLOBAL CARBON STG ETFglobal carb stra | $470 | -4.7% | 13 | 0.0% | 0.00% | – | |
| ZBH | ZIMMER BIOMET HLDGS | $449 | -22.9% | 4 | 0.0% | 0.00% | – | |
| DB | DEUTSCHE BK AKTIENGE Fnamen akt | $956 | +4.4% | 87 | 0.0% | 0.00% | – | |
| IYM | ISHARES US BASIC MATERIALS ETFu.s. bas mtl etf | $758 | -5.0% | 6 | 0.0% | 0.00% | – | |
| TEAM | ATLASSIAN CORP CLASS Acl a | $403 | +19.9% | 2 | 0.0% | 0.00% | – | |
| BBU | BROOKFIELD BUSINESS P LPunit ltd lp | $638 | -11.9% | 42 | 0.0% | 0.00% | – | |
| IRDM | IRIDIUM COMMUNICATIONS I | $227 | -27.0% | 5 | 0.0% | 0.00% | – | |
| ETN | EATON CORP PLC F | $640 | +6.1% | 3 | 0.0% | 0.00% | – | |
| KDP | KEURIG DR PEPPER INC | $63 | 0.0% | 2 | 0.0% | 0.00% | – | |
| IHE | ISHARES US PHARMACEUTICALS ETFu.s. pharma etf | $708 | -1.1% | 4 | 0.0% | 0.00% | – | |
| REM | ISHARES MORTGAGE REAL ESTATE ETFmortge rel etf | $693 | -5.3% | 31 | 0.0% | 0.00% | – | |
| USRT | ISHARES CORE US REIT ETFcre u s reit etf | $1,180 | -8.2% | 25 | 0.0% | 0.00% | -100.0% | |
| JCI | Sell | JOHNSON CONTROLS INTER F | $692 | -81.2% | 13 | -75.9% | 0.00% | -100.0% |
| MANU | MANCHESTER UTD PLC FCLASS Aord cl a | $198 | -18.9% | 10 | 0.0% | 0.00% | – | |
| EPHE | ISHARES MSCI PHILIPPINESETFmsci philips etf | $947 | -4.3% | 38 | 0.0% | 0.00% | – | |
| APTV | APTIV PLC F | $296 | -3.3% | 3 | 0.0% | 0.00% | – | |
| KMPH | ZEVRA THERAPEUTICS INC | $964 | -5.5% | 200 | 0.0% | 0.00% | – | |
| NCLH | NORWEGIAN CRUISE LIN F | $478 | -24.2% | 29 | 0.0% | 0.00% | – | |
| SONY | Exit | SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $0 | – | -22 | -100.0% | -0.00% | – |
| IPG | Exit | INTERPUBLIC GRP COS | $0 | – | -48 | -100.0% | -0.00% | – |
| HBAN | Exit | HUNTINGTON BANCSHS | $0 | – | -145 | -100.0% | -0.00% | – |
| MET | Exit | METLIFE INC | $0 | – | -24 | -100.0% | -0.00% | – |
| CSX | Exit | CSX CORP | $0 | – | -86 | -100.0% | -0.00% | – |
| IP | Exit | INTERNTNL PAPER | $0 | – | -39 | -100.0% | -0.00% | – |
| SSO | Exit | PROSHARES ULTRA S&P 500 ETF | $0 | – | -25 | -100.0% | -0.00% | – |
| PRU | Exit | PRUDENTIAL FINL | $0 | – | -15 | -100.0% | -0.00% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $0 | – | -44 | -100.0% | -0.00% | – |
| BDX | Exit | BECTON DICKINSON&CO | $0 | – | -7 | -100.0% | -0.00% | – |
| Exit | MONSTER BEVERAGE CORPORA | $0 | – | -56 | -100.0% | -0.00% | – | |
| TAP | Exit | MOLSON COORS BEVERAGE CLCLASS Bcl b | $0 | – | -45 | -100.0% | -0.00% | – |
| BOTZ | Exit | GLOBAL X ROBOTICS ARTFCLINTLGNC ETFrbtcs artfl inte | $0 | – | -100 | -100.0% | -0.00% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -22 | -100.0% | -0.00% | – |
| OCGN | Exit | OCUGEN INC | $0 | – | -9,910 | -100.0% | -0.00% | – |
| KOKU | Exit | XTRACKERS MSCI EAFE HDGDEQY ETFxtrackers msci | $0 | – | -135 | -100.0% | -0.00% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -7 | -100.0% | -0.00% | – |
| ITW | Exit | ILLINOIS TOOL WORKS | $0 | – | -20 | -100.0% | -0.00% | – |
| BHP | Exit | BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHSsponsored ads | $0 | – | -92 | -100.0% | -0.00% | – |
| AZN | Exit | ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSsponsored adr | $0 | – | -60 | -100.0% | -0.00% | – |
| ING | Exit | ING GROEP ADR REP 1 OR FSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $0 | – | -366 | -100.0% | -0.00% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -58 | -100.0% | -0.00% | – |
| IDU | Exit | ISHARES US UTILITIES ETFus utilits etf | $0 | – | -49 | -100.0% | -0.00% | – |
| RIO | Exit | RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $0 | – | -72 | -100.0% | -0.00% | – |
| EFG | Exit | ISHARES MSCI EAFE GROWTHETFeafe growth eft | $0 | – | -57 | -100.0% | -0.00% | – |
| TTE | Exit | TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored ads | $0 | – | -82 | -100.0% | -0.00% | – |
| HES | Exit | HESS CORP | $0 | – | -43 | -100.0% | -0.00% | – |
| ESGE | Exit | ISHARES ESG AWARE MSCI EM ETFesg awr msci em | $0 | – | -149 | -100.0% | -0.00% | – |
| UMH | Exit | UMH PROPERTIES INC. REIT | $0 | – | -500 | -100.0% | -0.00% | – |
| IOVA | Exit | IOVANCE BIOTHERAPEUTICS | $0 | – | -1,000 | -100.0% | -0.00% | – |
| GMRE | Exit | GLOBAL MEDICAL R E I T I | $0 | – | -730 | -100.0% | -0.00% | – |
| DY | Exit | DYCOM INDUSTRIES INC | $0 | – | -57 | -100.0% | -0.00% | – |
| ABB | Exit | ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $0 | – | -179 | -100.0% | -0.00% | – |
| IMTM | Exit | ISHS MSCI INTL MOMENTUM FCT ETFmsci intl moment | $0 | – | -210 | -100.0% | -0.00% | – |
| SAN | Exit | BANCO SANTANDER SA IAM FSPONSORED ADR 1 ADR REPS 1 ORD SHSadr | $0 | – | -1,989 | -100.0% | -0.00% | – |
| MPW | Exit | MEDICAL PROPERTIES REIT | $0 | – | -950 | -100.0% | -0.00% | – |
| Exit | GLOBAL X SUPERDIVIDEND REIT ETFsuperdvdnd reit | $0 | – | -437 | -100.0% | -0.00% | – | |
| ORCL | Exit | ORACLE CORP | $0 | – | -86 | -100.0% | -0.00% | – |
| AVAV | Exit | AEROVIRONMENT INC | $0 | – | -100 | -100.0% | -0.00% | – |
| INTU | Exit | INTUIT INC | $0 | – | -21 | -100.0% | -0.00% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PA LP | $0 | – | -169 | -100.0% | -0.00% | – |
| GS | Exit | GOLDMAN SACHS GROUP | $0 | – | -36 | -100.0% | -0.01% | – |
| COF | Exit | CAPITAL ONE FC | $0 | – | -122 | -100.0% | -0.01% | – |
| ILTB | Exit | ILLUMINA INCcore lt usdb etf | $0 | – | -78 | -100.0% | -0.01% | – |
| VMW | Exit | VMWARE INC CLASS A | $0 | – | -116 | -100.0% | -0.01% | – |
| Exit | KALA PHARMACEUTICALS INC | $0 | – | -1,100 | -100.0% | -0.01% | – | |
| SNOW | Exit | SNOWFLAKE INC CLASS Acl a | $0 | – | -103 | -100.0% | -0.01% | – |
| SPIP | Exit | SPDR PORTFOLIO TIPS ETFportfolio tips etf | $0 | – | -839 | -100.0% | -0.01% | – |
| VKTX | Exit | VIKING THERAPEUTICS | $0 | – | -2,100 | -100.0% | -0.01% | – |
| VYMI | Exit | VANGUARD INTRNTNL HGH DIV YLD ETF IVintl high etf | $0 | – | -735 | -100.0% | -0.02% | – |
| FBND | Exit | FIDELITY TOTAL BOND ETFtotal bond etf | $0 | – | -1,100 | -100.0% | -0.02% | – |
| USA | Exit | LIBERTY ALL STAR EQUITYsh ben int | $0 | – | -8,250 | -100.0% | -0.02% | – |
| VOO | Exit | VANGUARD S&P 500 ETF | $0 | – | -191 | -100.0% | -0.03% | – |
| AFIN | Exit | THE NECESSITY RETAIL REICLASS A | $0 | – | -52,500 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 15 | Q3 2023 | 18.7% |
| INVSC S P 500 TOP 50 ETF | 15 | Q3 2023 | 9.5% |
| SPDR S&P 400 MID CAP VALUE ETF | 15 | Q3 2023 | 5.0% |
| SPDR S&P 600 SMALL CAP VALUE ETF | 15 | Q3 2023 | 4.8% |
| SPDR SER TR | 15 | Q3 2023 | 7.3% |
| SCHWAB US DIVIDEND EQUITY ETF | 15 | Q3 2023 | 4.9% |
| CHEVRON CORP NEW | 15 | Q3 2023 | 4.1% |
| ISHARES TREASURY BOND ETF | 15 | Q3 2023 | 5.3% |
| QUALIGEN THERAPEUTICS INC | 15 | Q3 2023 | 3.1% |
| CATERPILLAR INC DEL | 15 | Q3 2023 | 2.6% |
View Retirement Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-09 |
| 13F-HR/A | 2021-11-16 |
View Retirement Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.