$154 Million is the total value of Retirement Group, LLC's 668 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $13,205,000 | – | 58,300 | +100.0% | 8.59% | – |
| XLG | New | INVESCO EXCHANGE TRADED FD Tdwa momentum | $10,000,000 | – | 42,849 | +100.0% | 6.50% | – |
| SLYV | New | SPDR SER TRportfli high yld | $5,840,000 | – | 88,873 | +100.0% | 3.80% | – |
| MDYV | New | SPDR SER TRwells fg pfd etf | $5,739,000 | – | 104,755 | +100.0% | 3.73% | – |
| CVX | New | CHEVRON CORP NEW | $5,014,000 | – | 41,606 | +100.0% | 3.26% | – |
| SCHD | New | SCHWAB STRATEGIC TRemrg mkteq etf | $4,763,000 | – | 82,242 | +100.0% | 3.10% | – |
| AMZN | New | AMAZON COM INC | $4,597,000 | – | 2,488 | +100.0% | 2.99% | – |
| ITOT | New | ISHARES TRmsci intl vlu ft | $3,784,000 | – | 52,055 | +100.0% | 2.46% | – |
| XOM | New | FACEBOOK INCcl a | $3,700,000 | – | 53,022 | +100.0% | 2.41% | – |
| CAT | New | CATERPILLAR INC | $3,341,000 | – | 22,624 | +100.0% | 2.17% | – |
| VUG | New | VANGUARD INDEX FDSlarge cap etf | $2,619,000 | – | 14,377 | +100.0% | 1.70% | – |
| SPYD | New | SPDR SER TRs&p biotech | $2,608,000 | – | 66,101 | +100.0% | 1.70% | – |
| SCHO | New | SCHWAB STRATEGIC TRus tips etf | $2,346,000 | – | 46,478 | +100.0% | 1.53% | – |
| T | New | A T & T INC | $2,258,000 | – | 57,766 | +100.0% | 1.47% | – |
| VTV | New | VANGUARD INDEX FDSgrowth etf | $2,209,000 | – | 18,433 | +100.0% | 1.44% | – |
| IGSB | New | ISHARES TRexpanded tech | $2,184,000 | – | 40,726 | +100.0% | 1.42% | – |
| CAPE | New | BARCLAYS BANK PLCipath shilr cape | $2,142,000 | – | 14,369 | +100.0% | 1.39% | – |
| FPE | New | FIRST TR EXCH TRD ALPHDX FDjapan alphadex | $2,079,000 | – | 103,597 | +100.0% | 1.35% | – |
| SCHZ | New | SELECT SECTOR SPDR TRenergy | $1,950,000 | – | 36,505 | +100.0% | 1.27% | – |
| QQQ | New | IOVANCE BIOTHERAPEUTICS INC | $1,877,000 | – | 8,826 | +100.0% | 1.22% | – |
| IEFA | New | ISHARES TR3 7 yr treas bd | $1,854,000 | – | 28,412 | +100.0% | 1.21% | – |
| AAPL | New | APPLE INC | $1,818,000 | – | 6,191 | +100.0% | 1.18% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIs&p smlcp stap | $1,730,000 | – | 115,273 | +100.0% | 1.12% | – |
| VIG | New | VANGUARD STAR FDSvg tl intl stk f | $1,708,000 | – | 13,705 | +100.0% | 1.11% | – |
| ETB | New | EBAY INC. | $1,551,000 | – | 94,571 | +100.0% | 1.01% | – |
| SCHB | New | SCHWAB STRATEGIC TRus dividend eq | $1,482,000 | – | 19,271 | +100.0% | 0.96% | – |
| NVDA | New | OFFICE PPTYS INCOME TR | $1,390,000 | – | 5,908 | +100.0% | 0.90% | – |
| ISTB | New | ISHARES TRus aer def etf | $1,367,000 | – | 27,121 | +100.0% | 0.89% | – |
| MSFT | New | MONDELEZ INTL INCcl a | $1,349,000 | – | 8,554 | +100.0% | 0.88% | – |
| USMV | New | ISHARES TRmsci usa value | $1,214,000 | – | 18,499 | +100.0% | 0.79% | – |
| MTUM | New | ISHARES TRnational mun etf | $1,185,000 | – | 9,435 | +100.0% | 0.77% | – |
| RDIV | New | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $1,175,000 | – | 29,770 | +100.0% | 0.76% | – |
| JHMM | New | JOHNSON & JOHNSON | $1,170,000 | – | 29,877 | +100.0% | 0.76% | – |
| IAGG | New | ISHARES TRnasdaq biotech | $1,073,000 | – | 19,591 | +100.0% | 0.70% | – |
| SIVR | New | ABERDEEN STD SILVER ETF TR | $1,063,000 | – | 61,386 | +100.0% | 0.69% | – |
| VEA | New | VANGUARD WHITEHALL FDSintl dvd etf | $1,040,000 | – | 23,600 | +100.0% | 0.68% | – |
| VTI | New | VANGUARD INDEX FDSvalue etf | $992,000 | – | 6,063 | +100.0% | 0.64% | – |
| SGOL | New | ABERDEEN STD GOLD ETF TR | $931,000 | – | 63,700 | +100.0% | 0.60% | – |
| PCEF | New | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $919,000 | – | 39,429 | +100.0% | 0.60% | – |
| PSX | New | PIMCO ETF TR0-5 high yield | $908,000 | – | 8,147 | +100.0% | 0.59% | – |
| BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $902,000 | – | 15,605 | +100.0% | 0.59% | – |
| SPSB | New | SPDR SER TRportfolio sh tsr | $899,000 | – | 29,148 | +100.0% | 0.58% | – |
| IEMG | New | ISHARES INCmsci thailnd etf | $887,000 | – | 16,496 | +100.0% | 0.58% | – |
| IWM | New | ISHARES TRrus 2000 val etf | $887,000 | – | 5,354 | +100.0% | 0.58% | – |
| COP | New | CONSOLIDATED EDISON INC | $852,000 | – | 13,101 | +100.0% | 0.55% | – |
| PGHY | New | INVESCO EXCH TRADED FD TR IIpfd etf | $785,000 | – | 34,447 | +100.0% | 0.51% | – |
| AFIN | New | AMERICAN FIN TR INC | $687,000 | – | 51,780 | +100.0% | 0.45% | – |
| DGRW | New | WISDOMTREE TRus midcap divid | $656,000 | – | 13,541 | +100.0% | 0.43% | – |
| SCHP | New | SCHWAB STRATEGIC TRintrm trm tres | $653,000 | – | 11,527 | +100.0% | 0.42% | – |
| JEF | New | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $582,000 | – | 27,232 | +100.0% | 0.38% | – |
| VYM | New | VANGUARD WORLD FDSmaterials etf | $575,000 | – | 6,140 | +100.0% | 0.37% | – |
| TFC | New | TWITTER INC | $573,000 | – | 10,174 | +100.0% | 0.37% | – |
| LQD | New | ISHARES TRmsci usa mmentm | $530,000 | – | 4,139 | +100.0% | 0.34% | – |
| IJH | New | ISHARES TRcore s&p scp etf | $529,000 | – | 2,572 | +100.0% | 0.34% | – |
| SCHF | New | SCHWAB STRATEGIC TRus lcap gr etf | $521,000 | – | 15,487 | +100.0% | 0.34% | – |
| HON | New | HP INC | $510,000 | – | 2,883 | +100.0% | 0.33% | – |
| IVV | New | ISHARES TRs&p 500 grwt etf | $492,000 | – | 1,521 | +100.0% | 0.32% | – |
| SRLN | New | STAG INDL INC | $491,000 | – | 10,537 | +100.0% | 0.32% | – |
| DGRO | New | ISHARES TRmsci kld400 soc | $482,000 | – | 11,456 | +100.0% | 0.31% | – |
| ISRG | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $477,000 | – | 807 | +100.0% | 0.31% | – |
| IWN | New | ISHARES TRrus 2000 grw etf | $477,000 | – | 3,709 | +100.0% | 0.31% | – |
| SHY | New | ISHARES TR0-5yr hi yl cp | $467,000 | – | 5,513 | +100.0% | 0.30% | – |
| O | New | REPUBLIC SVCS INC | $432,000 | – | 5,862 | +100.0% | 0.28% | – |
| SPHD | New | INVESCO EXCH TRADED FD TR IIvar rate pfd | $420,000 | – | 9,540 | +100.0% | 0.27% | – |
| EFAV | New | ISHARES TRjpmorgan usd emg | $416,000 | – | 5,576 | +100.0% | 0.27% | – |
| MA | New | MATCH GROUP INC | $415,000 | – | 1,390 | +100.0% | 0.27% | – |
| SHYG | New | ISHARES TRmsci usa sze ft | $406,000 | – | 8,750 | +100.0% | 0.26% | – |
| BA | New | BOEING CO | $401,000 | – | 1,230 | +100.0% | 0.26% | – |
| PFF | New | ISHARES TRmsci usa qlt fct | $401,000 | – | 10,663 | +100.0% | 0.26% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lrg cap etf | $389,000 | – | 6,474 | +100.0% | 0.25% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $387,000 | – | 3,795 | +100.0% | 0.25% | – |
| FTSL | New | FIRST TR HIGH INCOME L/S FD | $382,000 | – | 7,978 | +100.0% | 0.25% | – |
| SCHH | New | SCHWAB STRATEGIC TRus mid-cap etf | $375,000 | – | 8,165 | +100.0% | 0.24% | – |
| DVY | New | ISHARES TRmsci eafe etf | $365,000 | – | 3,454 | +100.0% | 0.24% | – |
| FB | New | FEDEX CORP | $357,000 | – | 1,737 | +100.0% | 0.23% | – |
| FLRN | New | SPDR SER TRbloomberg brclys | $355,000 | – | 11,536 | +100.0% | 0.23% | – |
| V | New | VISTRA ENERGY CORP | $349,000 | – | 1,857 | +100.0% | 0.23% | – |
| NKE | New | NISOURCE INC | $347,000 | – | 3,423 | +100.0% | 0.23% | – |
| IBM | New | INTUITIVE SURGICAL INC | $337,000 | – | 2,512 | +100.0% | 0.22% | – |
| SPHY | New | SPDR SER TRportfolio intrmd | $321,000 | – | 12,196 | +100.0% | 0.21% | – |
| CWB | New | SPDR SER TRdorsey wrgt fi | $318,000 | – | 5,734 | +100.0% | 0.21% | – |
| JNJ | New | JP MORGAN EXCHANGE TRADED FDbetabuldrs cda | $317,000 | – | 2,172 | +100.0% | 0.21% | – |
| DIS | New | WEC ENERGY GROUP INC | $315,000 | – | 2,180 | +100.0% | 0.20% | – |
| GDX | New | VANECK VECTORS ETF TRemerging mkts hi | $298,000 | – | 10,177 | +100.0% | 0.19% | – |
| HYG | New | ISHARES TRcore intl aggr | $296,000 | – | 3,361 | +100.0% | 0.19% | – |
| VRIG | New | INVESCO BLDRS INDEX FDS TRemgring mkts50 | $292,000 | – | 11,715 | +100.0% | 0.19% | – |
| PSLV | New | SPX CORP | $282,000 | – | 43,150 | +100.0% | 0.18% | – |
| AMD | New | ADVANCED MICRO DEVIC | $278,000 | – | 6,065 | +100.0% | 0.18% | – |
| VRP | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $279,000 | – | 10,792 | +100.0% | 0.18% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $267,000 | – | 3,294 | +100.0% | 0.17% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $267,000 | – | 810 | +100.0% | 0.17% | – |
| SPY | New | SPDR SER TRblmbrg brc cnvrt | $266,000 | – | 827 | +100.0% | 0.17% | – |
| SDY | New | SPDR SER TRs&p 600 smcp grw | $256,000 | – | 2,381 | +100.0% | 0.17% | – |
| PODD | New | INTEL CORP | $255,000 | – | 1,490 | +100.0% | 0.17% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $250,000 | – | 3,967 | +100.0% | 0.16% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $241,000 | – | 180 | +100.0% | 0.16% | – |
| WPM | New | WHITESTONE REIT | $236,000 | – | 7,917 | +100.0% | 0.15% | – |
| BYND | New | BEYOND MEAT INC | $232,000 | – | 3,068 | +100.0% | 0.15% | – |
| IVE | New | ISHARES TRu.s. tech etf | $230,000 | – | 1,764 | +100.0% | 0.15% | – |
| FSK | New | FS KKR CAPITAL CORP | $231,000 | – | 37,602 | +100.0% | 0.15% | – |
| VZ | New | VIAVI SOLUTIONS INC | $226,000 | – | 3,686 | +100.0% | 0.15% | – |
| MUB | New | ISHARES TRpfd and incm sec | $219,000 | – | 1,923 | +100.0% | 0.14% | – |
| NOC | New | NOW INC | $217,000 | – | 632 | +100.0% | 0.14% | – |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $216,000 | – | 4,240 | +100.0% | 0.14% | – |
| DLR | New | DILLARDS INCcl a | $214,000 | – | 1,786 | +100.0% | 0.14% | – |
| SCHM | New | SCHWAB STRATEGIC TRsht tm us tres | $213,000 | – | 3,548 | +100.0% | 0.14% | – |
| YYY | New | AMPLIFY ETF TR | $210,000 | – | 11,779 | +100.0% | 0.14% | – |
| BX | New | BLACKSTONE GROUP INC | $209,000 | – | 3,736 | +100.0% | 0.14% | – |
| SLQD | New | ISHARES TRphlx semicnd etf | $209,000 | – | 4,097 | +100.0% | 0.14% | – |
| PLD | New | PROSHARES TRhgh yld int rate | $205,000 | – | 2,297 | +100.0% | 0.13% | – |
| CZA | New | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $203,000 | – | 2,635 | +100.0% | 0.13% | – |
| New | MEDTRONIC PLC | $202,000 | – | 92,662 | +100.0% | 0.13% | – | |
| GE | New | GENERAL MTRS CO | $198,000 | – | 17,732 | +100.0% | 0.13% | – |
| SLV | New | ISHARES TRcore us aggbd et | $195,000 | – | 11,703 | +100.0% | 0.13% | – |
| IGHG | New | PROSHARES TRs&p 500 dv arist | $192,000 | – | 2,489 | +100.0% | 0.12% | – |
| SCHE | New | SCHWAB STRATEGIC TRintl eqty etf | $188,000 | – | 6,874 | +100.0% | 0.12% | – |
| SCHX | New | SCHWAB STRATEGIC TRus aggregate b | $186,000 | – | 2,418 | +100.0% | 0.12% | – |
| VOO | New | VANGUARD INDEX FDStotal stk mkt | $175,000 | – | 591 | +100.0% | 0.11% | – |
| SCHR | New | SCHWAB STRATEGIC TRus lcap va etf | $176,000 | – | 3,197 | +100.0% | 0.11% | – |
| WDIV | New | SPDR S&P 500 ETF TRtr unit | $172,000 | – | 2,406 | +100.0% | 0.11% | – |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p 500 ex rat | $171,000 | – | 3,170 | +100.0% | 0.11% | – |
| LMT | New | LOWES COS INC | $170,000 | – | 438 | +100.0% | 0.11% | – |
| MCD | New | MEDICAL PPTYS TRUST INC | $169,000 | – | 853 | +100.0% | 0.11% | – |
| IDV | New | ISHARES TRbarclays 7 10 yr | $168,000 | – | 5,010 | +100.0% | 0.11% | – |
| BAC | New | BK OF AMERICA CORP | $165,000 | – | 4,677 | +100.0% | 0.11% | – |
| VEEV | New | VEREIT INC | $163,000 | – | 1,156 | +100.0% | 0.11% | – |
| GTO | New | INVESCO ACTIVELY MANAGED ETFvar rate invt | $161,000 | – | 2,978 | +100.0% | 0.10% | – |
| SGDJ | New | SPROTT PHYSICAL GOLD & SILVEtr unit | $162,000 | – | 4,765 | +100.0% | 0.10% | – |
| MRK | New | MFS INTER INCOME TRsh ben int | $162,000 | – | 1,776 | +100.0% | 0.10% | – |
| AGGY | New | WISDOMTREE TRemer mkt high fd | $157,000 | – | 2,997 | +100.0% | 0.10% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $153,000 | – | 114 | +100.0% | 0.10% | – |
| ADI | New | ANALOG DEVICES INC | $150,000 | – | 1,265 | +100.0% | 0.10% | – |
| SBUX | New | STARWOOD PPTY TR INC | $151,000 | – | 1,713 | +100.0% | 0.10% | – |
| IXN | New | ISHARES TR | $150,000 | – | 711 | +100.0% | 0.10% | – |
| CODI | New | CONOCOPHILLIPS | $148,000 | – | 5,969 | +100.0% | 0.10% | – |
| ED | New | CONSTELLATION BRANDS INCcl a | $145,000 | – | 1,599 | +100.0% | 0.09% | – |
| MO | New | ALTRIA GROUP INC | $145,000 | – | 2,910 | +100.0% | 0.09% | – |
| XLK | New | SELECT SECTOR SPDR TRsbi cons stpls | $141,000 | – | 1,534 | +100.0% | 0.09% | – |
| RTN | New | RAYTHEON CO | $140,000 | – | 639 | +100.0% | 0.09% | – |
| MU | New | MICROSOFT CORP | $139,000 | – | 2,587 | +100.0% | 0.09% | – |
| KMI | New | KOHLS CORP | $136,000 | – | 6,434 | +100.0% | 0.09% | – |
| BND | New | VANGUARD BD INDEX FDSshort trm bond | $136,000 | – | 1,624 | +100.0% | 0.09% | – |
| MOAT | New | VANECK VECTORS ETF TRpfd secs ex finl | $136,000 | – | 2,475 | +100.0% | 0.09% | – |
| DXCM | New | DIGITAL RLTY TR INC | $135,000 | – | 615 | +100.0% | 0.09% | – |
| WMT | New | WALT DISNEY CO | $136,000 | – | 1,147 | +100.0% | 0.09% | – |
| COR | New | CORNING INC | $129,000 | – | 1,150 | +100.0% | 0.08% | – |
| IRM | New | ISHARES GOLD TRUSTishares | $128,000 | – | 4,010 | +100.0% | 0.08% | – |
| GHYG | New | ISHARES INCcore msci emkt | $127,000 | – | 2,544 | +100.0% | 0.08% | – |
| VLUE | New | ISHARES TRmsci emg mkt etf | $120,000 | – | 1,333 | +100.0% | 0.08% | – |
| HDV | New | ISHARES TRcore high dv etf | $120,000 | – | 1,220 | +100.0% | 0.08% | – |
| VGT | New | VEEVA SYS INC | $119,000 | – | 488 | +100.0% | 0.08% | – |
| IWP | New | ISHARES TRrus mdcp val etf | $117,000 | – | 764 | +100.0% | 0.08% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $117,000 | – | 13,720 | +100.0% | 0.08% | – |
| VO | New | VANGUARD INDEX FDSmcap vl idxvip | $116,000 | – | 651 | +100.0% | 0.08% | – |
| VER | New | VERIZON COMMUNICATIONS INC | $114,000 | – | 12,387 | +100.0% | 0.07% | – |
| DEM | New | WISDOMTREE TRus qtly div grt | $113,000 | – | 2,475 | +100.0% | 0.07% | – |
| IOVA | New | IROBOT CORP | $112,000 | – | 4,050 | +100.0% | 0.07% | – |
| SCHA | New | SCHWAB STRATEGIC TRus brd mkt etf | $110,000 | – | 1,459 | +100.0% | 0.07% | – |
| IGBH | New | ISHARES U S ETF TRint rt hdg c b | $110,000 | – | 4,358 | +100.0% | 0.07% | – |
| BCO | New | BRINKS CO | $108,000 | – | 1,193 | +100.0% | 0.07% | – |
| JHG | New | JEFFERIES FINL GROUP INC | $103,000 | – | 2,200 | +100.0% | 0.07% | – |
| VNQ | New | VANGUARD INDEX FDSmid cap etf | $101,000 | – | 1,090 | +100.0% | 0.07% | – |
| CSCO | New | CISCO SYS INC | $101,000 | – | 2,107 | +100.0% | 0.07% | – |
| BNDX | New | VANGUARD INDEX FDSsmall cp etf | $100,000 | – | 1,773 | +100.0% | 0.06% | – |
| FTEC | New | FIDELITY COVINGTON TRmsci info tech i | $100,000 | – | 1,385 | +100.0% | 0.06% | – |
| HYZD | New | XILINX INC | $99,000 | – | 4,270 | +100.0% | 0.06% | – |
| PHYS | New | SPROTT PHYSICAL SILVER TRtr unit | $97,000 | – | 7,984 | +100.0% | 0.06% | – |
| VCLT | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $95,000 | – | 936 | +100.0% | 0.06% | – |
| LQDH | New | ISHARES U S ETF TRblackrock st mat | $95,000 | – | 983 | +100.0% | 0.06% | – |
| MDT | New | MERCK & CO. INC | $95,000 | – | 841 | +100.0% | 0.06% | – |
| EEM | New | ISHARES TRedge invt grde | $94,000 | – | 2,088 | +100.0% | 0.06% | – |
| LOW | New | MACYS INC | $91,000 | – | 760 | +100.0% | 0.06% | – |
| QUAL | New | ISHARES TRglobal reit etf | $91,000 | – | 904 | +100.0% | 0.06% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwb fdt int lg | $90,000 | – | 2,234 | +100.0% | 0.06% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-inds | $87,000 | – | 2,841 | +100.0% | 0.06% | – |
| TNDM | New | TARGA RES CORP | $87,000 | – | 1,453 | +100.0% | 0.06% | – |
| VNOM | New | VISA INC | $81,000 | – | 3,300 | +100.0% | 0.05% | – |
| GLD | New | SPDR INDEX SHS FDSmsci eafe strtgc | $81,000 | – | 570 | +100.0% | 0.05% | – |
| FIBR | New | ISHARES TRfltg rate nt etf | $80,000 | – | 785 | +100.0% | 0.05% | – |
| DSI | New | ISHARES TRselect divid etf | $80,000 | – | 665 | +100.0% | 0.05% | – |
| GSY | New | INVESCO ACTIVELY MANAGED ETFtotal return | $78,000 | – | 1,550 | +100.0% | 0.05% | – |
| BKLN | New | INVESCO EXCH TRADED FD TR IIkbw prem yield | $79,000 | – | 3,452 | +100.0% | 0.05% | – |
| TLT | New | ISHARES TRmsci usa min vol | $79,000 | – | 580 | +100.0% | 0.05% | – |
| NOBL | New | PROSHARES TRhgh yld int rate | $77,000 | – | 1,020 | +100.0% | 0.05% | – |
| LGLV | New | SPDR SER TRs&p 400 mdcp val | $76,000 | – | 667 | +100.0% | 0.05% | – |
| VMW | New | VODAFONE GROUP PLC NEWsponsored adr | $75,000 | – | 492 | +100.0% | 0.05% | – |
| IIGV | New | INVESCO EXCHNG TRADED FD TR | $74,000 | – | 2,716 | +100.0% | 0.05% | – |
| HYEM | New | VANECK VECTORS ETF TRmorningstar wide | $74,000 | – | 3,135 | +100.0% | 0.05% | – |
| TXN | New | THE TRADE DESK INC | $72,000 | – | 561 | +100.0% | 0.05% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $73,000 | – | 2,543 | +100.0% | 0.05% | – |
| XBI | New | SPDR SER TRs&p metals mng | $72,000 | – | 754 | +100.0% | 0.05% | – |
| IGEB | New | ISHARES TRglb infrastr etf | $73,000 | – | 1,403 | +100.0% | 0.05% | – |
| COST | New | CRONOS GROUP INC | $73,000 | – | 249 | +100.0% | 0.05% | – |
| CMCSA | New | COMPASS DIVERSIFIEDsh ben int | $73,000 | – | 1,620 | +100.0% | 0.05% | – |
| IVLU | New | ISHARES TRcore s&p500 etf | $72,000 | – | 2,951 | +100.0% | 0.05% | – |
| SR | New | SPROTT ETF TRjr gold miners e | $72,000 | – | 860 | +100.0% | 0.05% | – |
| DON | New | WISDOMTREE TRindia erngs fd | $70,000 | – | 1,840 | +100.0% | 0.05% | – |
| VWO | New | VANGUARD MALVERN FDSstrm infproidx | $71,000 | – | 1,592 | +100.0% | 0.05% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $71,000 | – | 335 | +100.0% | 0.05% | – |
| SPLV | New | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $70,000 | – | 1,201 | +100.0% | 0.05% | – |
| IVW | New | ISHARES TRrus 1000 val etf | $69,000 | – | 355 | +100.0% | 0.04% | – |
| XRLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $68,000 | – | 1,650 | +100.0% | 0.04% | – |
| INTC | New | INTERNATIONAL BUSINESS MACHS | $68,000 | – | 1,139 | +100.0% | 0.04% | – |
| SCHG | New | SCHWAB STRATEGIC TRus reit etf | $66,000 | – | 715 | +100.0% | 0.04% | – |
| TRNO | New | TESLA INC | $66,000 | – | 1,218 | +100.0% | 0.04% | – |
| VOE | New | VANGUARD INDEX FDS | $66,000 | – | 552 | +100.0% | 0.04% | – |
| NEAR | New | JABIL INC | $65,000 | – | 1,303 | +100.0% | 0.04% | – |
| EQIX | New | ETF MANAGERS TRai powered eqt | $63,000 | – | 108 | +100.0% | 0.04% | – |
| FNDX | New | SCHWAB STRATEGIC TRus sml cap etf | $63,000 | – | 1,471 | +100.0% | 0.04% | – |
| PCG | New | PHILIP MORRIS INTL INC | $63,000 | – | 5,791 | +100.0% | 0.04% | – |
| IJR | New | ISHARES TRs&p sml 600 gwt | $61,000 | – | 723 | +100.0% | 0.04% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $60,000 | – | 1,019 | +100.0% | 0.04% | – |
| AGG | New | ISHARES TRgrwt allocat etf | $60,000 | – | 538 | +100.0% | 0.04% | – |
| IBDQ | New | ISHARES TRibonds dec2026 | $58,000 | – | 2,245 | +100.0% | 0.04% | – |
| SIZE | New | ISHARES TR0-5yr invt gr cp | $59,000 | – | 601 | +100.0% | 0.04% | – |
| XLE | New | SELECT SECTOR SPDR TRsbi int-finl | $59,000 | – | 979 | +100.0% | 0.04% | – |
| HD | New | HONEYWELL INTL INC | $59,000 | – | 272 | +100.0% | 0.04% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $59,000 | – | 70 | +100.0% | 0.04% | – |
| AMAT | New | APPLIED MATLS INC | $57,000 | – | 936 | +100.0% | 0.04% | – |
| XPO | New | YUM BRANDS INC | $55,000 | – | 688 | +100.0% | 0.04% | – |
| GHII | New | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $55,000 | – | 1,938 | +100.0% | 0.04% | – |
| IJT | New | ISHARES TRmsci intl multft | $56,000 | – | 291 | +100.0% | 0.04% | – |
| FMB | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $56,000 | – | 1,000 | +100.0% | 0.04% | – |
| EGP | New | EATON VANCE TAX MNGED BUY WR | $56,000 | – | 419 | +100.0% | 0.04% | – |
| PFM | New | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $54,000 | – | 1,750 | +100.0% | 0.04% | – |
| QUS | New | SPDR SER TRdj reit etf | $52,000 | – | 548 | +100.0% | 0.03% | – |
| SRET | New | GOLDMAN SACHS ETF TRacces treasury | $52,000 | – | 3,353 | +100.0% | 0.03% | – |
| HYHG | New | PROSHARES TRrussell us div | $53,000 | – | 809 | +100.0% | 0.03% | – |
| AOR | New | ISHARES TRyld optim bd | $53,000 | – | 1,100 | +100.0% | 0.03% | – |
| AEE | New | AMEREN CORP | $50,000 | – | 647 | +100.0% | 0.03% | – |
| NUMV | New | NUSHARES ETF TRnuveen esg smlcp | $50,000 | – | 1,638 | +100.0% | 0.03% | – |
| KBWY | New | INVESCO EXCH TRADED FD TR II | $51,000 | – | 1,635 | +100.0% | 0.03% | – |
| STAG | New | STANLEY BLACK & DECKER INC | $49,000 | – | 1,558 | +100.0% | 0.03% | – |
| HAL | New | HEALTHCARE TR AMER INCcl a new | $49,000 | – | 2,000 | +100.0% | 0.03% | – |
| TSLA | New | TEXAS INSTRS INC | $49,000 | – | 118 | +100.0% | 0.03% | – |
| CEF | New | SPROTT PHYSICAL GOLD TRunit | $47,000 | – | 3,200 | +100.0% | 0.03% | – |
| VXUS | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $47,000 | – | 850 | +100.0% | 0.03% | – |
| FR | New | FIRST TR EXCH TRADED FD IIImanagd mun etf | $47,000 | – | 1,132 | +100.0% | 0.03% | – |
| PSB | New | QTS RLTY TR INC | $46,000 | – | 279 | +100.0% | 0.03% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwab fdt us lg | $46,000 | – | 1,593 | +100.0% | 0.03% | – |
| PM | New | PHILLIPS 66 | $46,000 | – | 543 | +100.0% | 0.03% | – |
| IWS | New | ISHARES TRglobal tech etf | $44,000 | – | 463 | +100.0% | 0.03% | – |
| SPB | New | SPIRE INC | $43,000 | – | 665 | +100.0% | 0.03% | – |
| RWO | New | SPDR INDEX SHS FDSs&p glbdiv etf | $41,000 | – | 805 | +100.0% | 0.03% | – |
| USB | New | V F CORP | $41,000 | – | 691 | +100.0% | 0.03% | – |
| RZV | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $42,000 | – | 596 | +100.0% | 0.03% | – |
| IBDR | New | ISHARES TRibonds 27 etf | $42,000 | – | 1,650 | +100.0% | 0.03% | – |
| OGIG | New | PACER FDS TRbnchmrk indstr | $40,000 | – | 1,551 | +100.0% | 0.03% | – |
| IYLD | New | ISHARES TRu.s. bas mtl etf | $38,000 | – | 1,490 | +100.0% | 0.02% | – |
| LRCX | New | LAMAR ADVERTISING CO NEWcl a | $38,000 | – | 129 | +100.0% | 0.02% | – |
| DIM | New | WISDOMTREE TRintl midcap dv | $37,000 | – | 560 | +100.0% | 0.02% | – |
| INDA | New | ISHARES TRu.s. fin svc etf | $37,000 | – | 1,051 | +100.0% | 0.02% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $36,000 | – | 794 | +100.0% | 0.02% | – |
| NTAP | New | NETFLIX INC | $35,000 | – | 567 | +100.0% | 0.02% | – |
| GNTX | New | GILEAD SCIENCES INC | $35,000 | – | 1,208 | +100.0% | 0.02% | – |
| NUSC | New | NUVEEN ENHANCED MUN VALUE FD | $35,000 | – | 1,113 | +100.0% | 0.02% | – |
| RPAI | New | REXFORD INDL RLTY INC | $35,000 | – | 2,580 | +100.0% | 0.02% | – |
| PYPL | New | PEPSICO INC | $34,000 | – | 317 | +100.0% | 0.02% | – |
| LLY | New | LINCOLN NATL CORP IND | $34,000 | – | 262 | +100.0% | 0.02% | – |
| CRM | New | SANOFIsponsored adr | $34,000 | – | 206 | +100.0% | 0.02% | – |
| JNK | New | SPDR SER TRssga us lrg etf | $34,000 | – | 309 | +100.0% | 0.02% | – |
| SCZ | New | ISHARES TR1 3 yr treas bd | $32,000 | – | 507 | +100.0% | 0.02% | – |
| IBDS | New | ISHARES TRibds dec28 etf | $32,000 | – | 1,224 | +100.0% | 0.02% | – |
| MVC | New | MVC CAPITAL INC | $32,000 | – | 1,255 | +100.0% | 0.02% | – |
| DHR | New | DBX ETF TRxtrack msci chna | $33,000 | – | 215 | +100.0% | 0.02% | – |
| ESGN | New | COMCAST CORP NEWcl a | $32,000 | – | 1,239 | +100.0% | 0.02% | – |
| EMHY | New | ISHARES INCmsci aust etf | $33,000 | – | 695 | +100.0% | 0.02% | – |
| IYW | New | ISHARES TR10-20 yr trs etf | $33,000 | – | 142 | +100.0% | 0.02% | – |
| UTX | New | UNITEDHEALTH GROUP INC | $32,000 | – | 213 | +100.0% | 0.02% | – |
| UAA | New | UNDER ARMOUR INCcl a | $33,000 | – | 1,532 | +100.0% | 0.02% | – |
| CONE | New | DANAHER CORPORATION | $31,000 | – | 474 | +100.0% | 0.02% | – |
| INDS | New | PAYCHEX INC | $30,000 | – | 892 | +100.0% | 0.02% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $30,000 | – | 362 | +100.0% | 0.02% | – |
| SWKS | New | SMITH & NEPHEW PLCspdn adr new | $30,000 | – | 248 | +100.0% | 0.02% | – |
| FISV | New | FORD MTR CO DEL | $30,000 | – | 260 | +100.0% | 0.02% | – |
| CACI | New | CACI INTL INCcl a | $30,000 | – | 119 | +100.0% | 0.02% | – |
| ON | New | ONEOK INC NEW | $30,000 | – | 1,240 | +100.0% | 0.02% | – |
| GAL | New | SSGA ACTIVE ETF TRblkstn gsosrln | $30,000 | – | 756 | +100.0% | 0.02% | – |
| GSK | New | GLOBAL X FDSgb msci ar etf | $31,000 | – | 650 | +100.0% | 0.02% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi int-utils | $30,000 | – | 480 | +100.0% | 0.02% | – |
| IEF | New | ISHARES TRcore msci eafe | $29,000 | – | 265 | +100.0% | 0.02% | – |
| DWFI | New | SPDR SER TRblomberg brc inv | $29,000 | – | 1,252 | +100.0% | 0.02% | – |
| VV | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $29,000 | – | 199 | +100.0% | 0.02% | – |
| HGLB | New | HIGHLAND INCOME FUND | $27,000 | – | 2,938 | +100.0% | 0.02% | – |
| FLOT | New | ISHARES TRiboxx hi yd etf | $28,000 | – | 547 | +100.0% | 0.02% | – |
| REXR | New | RITE AID CORP | $28,000 | – | 622 | +100.0% | 0.02% | – |
| EXC | New | EXXON MOBIL CORP | $27,000 | – | 594 | +100.0% | 0.02% | – |
| CQQQ | New | INVESCO EXCHNG TRADED FD TRchina technlgy | $27,000 | – | 515 | +100.0% | 0.02% | – |
| JPM | New | KANSAS CITY SOUTHERN | $28,000 | – | 199 | +100.0% | 0.02% | – |
| KMB | New | KINDER MORGAN INC DEL | $28,000 | – | 202 | +100.0% | 0.02% | – |
| HQH | New | TEMPLETON GLOBAL INCOME FD | $28,000 | – | 1,362 | +100.0% | 0.02% | – |
| VFC | New | VALERO ENERGY CORP | $27,000 | – | 267 | +100.0% | 0.02% | – |
| SYK | New | SUMITOMO MITSUI FINL GROUP Isponsored adr | $27,000 | – | 130 | +100.0% | 0.02% | – |
| WMWXF | New | VANGUARD BD INDEX FDSintermed term | $28,000 | – | 827 | +100.0% | 0.02% | – |
| SLY | New | SPECTRUM BRANDS HLDGS INC NE | $28,000 | – | 386 | +100.0% | 0.02% | – |
| UNM | New | US BANCORP DEL | $27,000 | – | 1,000 | +100.0% | 0.02% | – |
| DJD | New | INVESCO EXCHANGE TRADED FD Thig yld eq div | $26,000 | – | 650 | +100.0% | 0.02% | – |
| VBR | New | VANGUARD INDEX FDSreal estate etf | $26,000 | – | 192 | +100.0% | 0.02% | – |
| PEY | New | INVESCO EXCHANGE TRADED FD Tdivid achievev | $26,000 | – | 1,375 | +100.0% | 0.02% | – |
| XLNX | New | XPO LOGISTICS INC | $26,000 | – | 270 | +100.0% | 0.02% | – |
| MDLZ | New | MONMOUTH REAL ESTATE INVT COcl a | $25,000 | – | 450 | +100.0% | 0.02% | – |
| NEE | New | NIKE INCcl b | $24,000 | – | 100 | +100.0% | 0.02% | – |
| F | New | FRONTIER COMMUNICATIONS CORP | $24,000 | – | 2,542 | +100.0% | 0.02% | – |
| SLYG | New | SPDR SER TRs&p 600 smcp val | $24,000 | – | 376 | +100.0% | 0.02% | – |
| CSX | New | CUMMINS INC | $25,000 | – | 342 | +100.0% | 0.02% | – |
| MMM | New | 3M CO | $23,000 | – | 133 | +100.0% | 0.02% | – |
| PXD | New | PJT PARTNERS INC | $23,000 | – | 150 | +100.0% | 0.02% | – |
| RGT | New | ROYCE GLOBAL VALUE TR INC | $23,000 | – | 2,000 | +100.0% | 0.02% | – |
| DUK | New | DUPONT DE NEMOURS INC | $23,000 | – | 253 | +100.0% | 0.02% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $23,000 | – | 397 | +100.0% | 0.02% | – |
| EZM | New | WISDOMTREE TReurope hedged eq | $21,000 | – | 502 | +100.0% | 0.01% | – |
| CTXS | New | CITRIX SYS INC | $22,000 | – | 200 | +100.0% | 0.01% | – |
| PSK | New | SPDR SER TRmsci usa strtgic | $22,000 | – | 503 | +100.0% | 0.01% | – |
| UVSP | New | UNIVEST FINANCIAL CORPORATIO | $21,000 | – | 800 | +100.0% | 0.01% | – |
| VBK | New | VANGUARD INDEX FDSsm cp val etf | $21,000 | – | 108 | +100.0% | 0.01% | – |
| IXP | New | ISHARES TRu.s. finls etf | $21,000 | – | 336 | +100.0% | 0.01% | – |
| SHOP | New | SIRIUS XM HOLDINGS INC | $22,000 | – | 56 | +100.0% | 0.01% | – |
| NTRS | New | NORTHROP GRUMMAN CORP | $22,000 | – | 204 | +100.0% | 0.01% | – |
| USCI | New | UNITED STS COMMODITY INDEX F | $22,000 | – | 585 | +100.0% | 0.01% | – |
| MTCH | New | MCCORMICK & CO INC | $21,000 | – | 255 | +100.0% | 0.01% | – |
| YUM | New | ZIMMER BIOMET HOLDINGS INC | $21,000 | – | 207 | +100.0% | 0.01% | – |
| PGF | New | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $21,000 | – | 1,100 | +100.0% | 0.01% | – |
| WRK | New | WHEATON PRECIOUS METALS CORP | $21,000 | – | 500 | +100.0% | 0.01% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $20,000 | – | 176 | +100.0% | 0.01% | – |
| GWW | New | HALLIBURTON CO | $20,000 | – | 58 | +100.0% | 0.01% | – |
| RESP | New | WISDOMTREE TRus total mrkt fd | $20,000 | – | 549 | +100.0% | 0.01% | – |
| XLU | New | SERVICE PPTYS TR | $20,000 | – | 303 | +100.0% | 0.01% | – |
| VIGI | New | VANGUARD WHITEHALL FDShigh div yld | $20,000 | – | 276 | +100.0% | 0.01% | – |
| REET | New | ISHARES TRmortge rel etf | $20,000 | – | 716 | +100.0% | 0.01% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $18,000 | – | 194 | +100.0% | 0.01% | – |
| GM | New | GENTEX CORP | $18,000 | – | 480 | +100.0% | 0.01% | – |
| FANG | New | DIAMONDBACK ENERGY INC | $18,000 | – | 192 | +100.0% | 0.01% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSinter term treas | $19,000 | – | 238 | +100.0% | 0.01% | – |
| VKTX | New | VIPER ENERGY PARTNERS LP | $18,000 | – | 2,200 | +100.0% | 0.01% | – |
| IGLB | New | ISHARES TR | $18,000 | – | 267 | +100.0% | 0.01% | – |
| WERN | New | WESTROCK CO | $18,000 | – | 502 | +100.0% | 0.01% | – |
| EES | New | WISDOMTREE TRus smallcap fund | $19,000 | – | 502 | +100.0% | 0.01% | – |
| IBDO | New | ISHARES TRibonds dec24 etf | $19,000 | – | 739 | +100.0% | 0.01% | – |
| CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $18,000 | – | 698 | +100.0% | 0.01% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $17,000 | – | 98 | +100.0% | 0.01% | – |
| BP | New | BP PLCsponsored adr | $17,000 | – | 440 | +100.0% | 0.01% | – |
| GBIL | New | GRAINGER W W INC | $17,000 | – | 174 | +100.0% | 0.01% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $17,000 | – | 293 | +100.0% | 0.01% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $17,000 | – | 260 | +100.0% | 0.01% | – |
| GIM | New | TERRENO REALTY CORP | $17,000 | – | 2,818 | +100.0% | 0.01% | – |
| IBDD | New | ISHARES TRibonds dec21 etf | $17,000 | – | 645 | +100.0% | 0.01% | – |
| SPTS | New | SPDR SER TRprtflo s&p500 hi | $15,000 | – | 512 | +100.0% | 0.01% | – |
| INTF | New | ISHARES TRcore 1 5 yr usd | $16,000 | – | 610 | +100.0% | 0.01% | – |
| BSV | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $15,000 | – | 190 | +100.0% | 0.01% | – |
| HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $16,000 | – | 257 | +100.0% | 0.01% | – |
| RYF | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $15,000 | – | 329 | +100.0% | 0.01% | – |
| EMLC | New | VANECK VECTORS ETF TRgold miners etf | $15,000 | – | 455 | +100.0% | 0.01% | – |
| DDT | New | DNP SELECT INCOME FD INC | $16,000 | – | 600 | +100.0% | 0.01% | – |
| JBHT | New | HUNT J B TRANS SVCS INC | $16,000 | – | 133 | +100.0% | 0.01% | – |
| HTA | New | HEALTHPEAK PPTYS INC | $15,000 | – | 500 | +100.0% | 0.01% | – |
| APTV | New | APTIV PLC | $15,000 | – | 163 | +100.0% | 0.01% | – |
| STM | New | STRYKER CORPORATION | $15,000 | – | 566 | +100.0% | 0.01% | – |
| FRT | New | FEDERAL REALTY INVT TRsh ben int new | $16,000 | – | 121 | +100.0% | 0.01% | – |
| GOLF | New | ACUSHNET HOLDINGS CORP | $16,000 | – | 500 | +100.0% | 0.01% | – |
| ITA | New | ISHARES TRcore s&p ttl stk | $14,000 | – | 64 | +100.0% | 0.01% | – |
| IBDP | New | ISHARES TRibonds dec25 etf | $14,000 | – | 547 | +100.0% | 0.01% | – |
| SO | New | SOUTHWEST AIRLS CO | $14,000 | – | 214 | +100.0% | 0.01% | – |
| EPD | New | EQUINIX INC | $14,000 | – | 500 | +100.0% | 0.01% | – |
| IBDN | New | ISHARES TRibonds dec23 etf | $14,000 | – | 538 | +100.0% | 0.01% | – |
| JPIN | New | JPMORGAN CHASE & COalerian ml etn | $14,000 | – | 252 | +100.0% | 0.01% | – |
| GII | New | SPDR INDEX SHS FDSs&p gblinf etf | $14,000 | – | 250 | +100.0% | 0.01% | – |
| IBDT | New | ISHARES TRconv bd etf | $14,000 | – | 504 | +100.0% | 0.01% | – |
| USO | New | UNITED TECHNOLOGIES CORP | $13,000 | – | 1,000 | +100.0% | 0.01% | – |
| TMDV | New | PROSHARES TR IIvix mdtrm futr n | $13,000 | – | 325 | +100.0% | 0.01% | – |
| RYH | New | INVESCO EXCHNG TRAD SLF INDEinvt grad valu | $12,000 | – | 55 | +100.0% | 0.01% | – |
| PDP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $13,000 | – | 100 | +100.0% | 0.01% | – |
| WFC | New | WERNER ENTERPRISES INC | $12,000 | – | 219 | +100.0% | 0.01% | – |
| ET | New | ENTERPRISE PRODS PARTNERS L | $10,000 | – | 805 | +100.0% | 0.01% | – |
| STWD | New | STMICROELECTRONICS N Vny registry | $10,000 | – | 400 | +100.0% | 0.01% | – |
| PTN | New | PALATIN TECHNOLOGIES INC | $11,000 | – | 14,531 | +100.0% | 0.01% | – |
| HYS | New | PIONEER NAT RES CO | $10,000 | – | 104 | +100.0% | 0.01% | – |
| BBC | New | EVERGY INC | $10,000 | – | 250 | +100.0% | 0.01% | – |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $10,000 | – | 1,000 | +100.0% | 0.01% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $11,000 | – | 151 | +100.0% | 0.01% | – |
| PFXF | New | VANECK VECTORS ETF TRrussia etf | $10,000 | – | 500 | +100.0% | 0.01% | – |
| OHI | New | ON SEMICONDUCTOR CORP | $10,000 | – | 226 | +100.0% | 0.01% | – |
| IYG | New | ISHARES TRmsci india sm cp | $11,000 | – | 70 | +100.0% | 0.01% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $11,000 | – | 207 | +100.0% | 0.01% | – |
| FLQL | New | FRANKLIN TEMPLETON ETF TRlibertyq us eqt | $11,000 | – | 300 | +100.0% | 0.01% | – |
| GLW | New | CORTEVA INC | $11,000 | – | 386 | +100.0% | 0.01% | – |
| SNLN | New | HIGHLAND GLOBAL ALLOCATION F | $11,000 | – | 633 | +100.0% | 0.01% | – |
| HUM | New | HUNTSMAN CORP | $10,000 | – | 26 | +100.0% | 0.01% | – |
| BIV | New | VANGUARD BD INDEX FDSlong term bond | $9,000 | – | 103 | +100.0% | 0.01% | – |
| DD | New | DXC TECHNOLOGY CO | $9,000 | – | 143 | +100.0% | 0.01% | – |
| EMN | New | EASTMAN CHEMICAL CO | $9,000 | – | 110 | +100.0% | 0.01% | – |
| GD | New | GENERAL ELECTRIC CO | $9,000 | – | 50 | +100.0% | 0.01% | – |
| SPHB | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $9,000 | – | 184 | +100.0% | 0.01% | – |
| IWO | New | ISHARES TRrus md cp gr etf | $9,000 | – | 41 | +100.0% | 0.01% | – |
| IBDM | New | ISHARES TRibonds dec22 etf | $9,000 | – | 357 | +100.0% | 0.01% | – |
| KSS | New | KONTOOR BRANDS INC | $9,000 | – | 180 | +100.0% | 0.01% | – |
| LPT | New | LILLY ELI & CO | $9,000 | – | 148 | +100.0% | 0.01% | – |
| MAIN | New | MARATHON PETE CORP | $9,000 | – | 216 | +100.0% | 0.01% | – |
| MS | New | NASDAQ INC | $9,000 | – | 183 | +100.0% | 0.01% | – |
| EMB | New | ISHARES TRnew zealand etf | $7,000 | – | 62 | +100.0% | 0.01% | – |
| VOD | New | WABTEC | $7,000 | – | 351 | +100.0% | 0.01% | – |
| MBB | New | ISHARES TRmbs etf | $7,000 | – | 64 | +100.0% | 0.01% | – |
| IHI | New | ISHARES TRcore s&p mcp etf | $7,000 | – | 28 | +100.0% | 0.01% | – |
| SPIB | New | SPDR SER TRportfolio short | $7,000 | – | 190 | +100.0% | 0.01% | – |
| LAMR | New | LEAR CORP | $7,000 | – | 84 | +100.0% | 0.01% | – |
| NEO | New | NETAPP INC | $7,000 | – | 250 | +100.0% | 0.01% | – |
| VDE | New | VANGUARD WORLD FDSinf tech etf | $8,000 | – | 103 | +100.0% | 0.01% | – |
| SHW | New | SHOPIFY INCcl a | $7,000 | – | 12 | +100.0% | 0.01% | – |
| RMT | New | ROYCE MICRO-CAP TR INC | $8,000 | – | 935 | +100.0% | 0.01% | – |
| MANT | New | MANTECH INTL CORPcl a | $8,000 | – | 97 | +100.0% | 0.01% | – |
| PSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $7,000 | – | 575 | +100.0% | 0.01% | – |
| CLX | New | CLOROX CO DEL | $8,000 | – | 51 | +100.0% | 0.01% | – |
| STZ | New | CORESITE RLTY CORP | $8,000 | – | 40 | +100.0% | 0.01% | – |
| QEFA | New | SPDR INDEX SHS FDSdj glb rl es etf | $7,000 | – | 101 | +100.0% | 0.01% | – |
| URTH | New | ISHARES INCjp morgan em etf | $7,000 | – | 75 | +100.0% | 0.01% | – |
| VIAV | New | VIKING THERAPEUTICS INC | $8,000 | – | 531 | +100.0% | 0.01% | – |
| CFFN | New | CAPITOL FED FINL INC | $7,000 | – | 500 | +100.0% | 0.01% | – |
| SIL | New | GLOBAL X FDSglobal x silver | $7,000 | – | 200 | +100.0% | 0.01% | – |
| SOXX | New | ISHARES TRtips bd etf | $8,000 | – | 33 | +100.0% | 0.01% | – |
| CN | New | DBX ETF TRxtrack usd high | $8,000 | – | 226 | +100.0% | 0.01% | – |
| MPC | New | MASTERCARD INCORPORATEDcl a | $8,000 | – | 137 | +100.0% | 0.01% | – |
| DOW | New | DUKE ENERGY CORP NEW | $8,000 | – | 143 | +100.0% | 0.01% | – |
| TCPC | New | BLACKROCK TCP CAP CORP | $6,000 | – | 442 | +100.0% | 0.00% | – |
| SPXC | New | SPX FLOW INC | $6,000 | – | 122 | +100.0% | 0.00% | – |
| LUV | New | SPDR GOLD TR | $6,000 | – | 109 | +100.0% | 0.00% | – |
| MMP | New | MAIN STREET CAPITAL CORP | $6,000 | – | 100 | +100.0% | 0.00% | – |
| MNR | New | MORGAN STANLEY | $6,000 | – | 435 | +100.0% | 0.00% | – |
| DWX | New | SPDR INDEX SHS FDSs&p intl etf | $6,000 | – | 139 | +100.0% | 0.00% | – |
| FSD | New | FIRST TR LRG CP VL ALPHADEX | $6,000 | – | 374 | +100.0% | 0.00% | – |
| FTA | New | FISERV INC | $6,000 | – | 103 | +100.0% | 0.00% | – |
| FSLR | New | FIRST SOLAR INC | $6,000 | – | 104 | +100.0% | 0.00% | – |
| WAB | New | WALMART INC | $6,000 | – | 79 | +100.0% | 0.00% | – |
| PSEC | New | PRUDENTIAL FINL INC | $6,000 | – | 986 | +100.0% | 0.00% | – |
| NUE | New | NUSHARES ETF TRnuveen esg midvl | $6,000 | – | 101 | +100.0% | 0.00% | – |
| TLH | New | ISHARES U S ETF TRint rt hd long | $6,000 | – | 41 | +100.0% | 0.00% | – |
| VST | New | VMWARE INC | $6,000 | – | 260 | +100.0% | 0.00% | – |
| AIEQ | New | ETFIS SER TR Ivirtus lifesc ct | $6,000 | – | 217 | +100.0% | 0.00% | – |
| ACN | New | ACCENTURE PLC IRELAND | $6,000 | – | 28 | +100.0% | 0.00% | – |
| RSX | New | VANECK VECTORS ETF TRmorningstar wide | $6,000 | – | 225 | +100.0% | 0.00% | – |
| AAP | New | ADVANCE AUTO PARTS INC | $6,000 | – | 40 | +100.0% | 0.00% | – |
| VAW | New | VANGUARD WORLD FDSconsum dis etf | $6,000 | – | 42 | +100.0% | 0.00% | – |
| VB | New | VANGUARD INDEX FDSsml cp grw etf | $6,000 | – | 35 | +100.0% | 0.00% | – |
| EEMV | New | ISHARES INCjp mrgn em hi bd | $6,000 | – | 107 | +100.0% | 0.00% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $6,000 | – | 50 | +100.0% | 0.00% | – |
| EWC | New | ISHARES INCmsci brazil etf | $5,000 | – | 183 | +100.0% | 0.00% | – |
| UNP | New | UNITED STS OIL FD LPunits | $4,000 | – | 20 | +100.0% | 0.00% | – |
| MKC | New | MCDONALDS CORP | $4,000 | – | 24 | +100.0% | 0.00% | – |
| ICVT | New | ISHARES TRintl sel div etf | $5,000 | – | 75 | +100.0% | 0.00% | – |
| BLV | New | VANGUARD BD INDEX FDStotal bnd mrkt | $4,000 | – | 35 | +100.0% | 0.00% | – |
| ONCY | New | ONCOLYTICS BIOTECH INC | $5,000 | – | 1,000 | +100.0% | 0.00% | – |
| BBU | New | BROOKFIELD BUSINESS PARTNERSunit ltd lp | $4,000 | – | 106 | +100.0% | 0.00% | – |
| CTVA | New | COSTCO WHSL CORP NEW | $4,000 | – | 143 | +100.0% | 0.00% | – |
| HPQ | New | HSBC HLDGS PLCspon adr new | $4,000 | – | 203 | +100.0% | 0.00% | – |
| VTIP | New | VANGUARD SCOTTSDALE FDSint-term corp | $4,000 | – | 80 | +100.0% | 0.00% | – |
| INMB | New | INSULET CORP | $4,000 | – | 700 | +100.0% | 0.00% | – |
| REZI | New | RESOLUTE FST PRODS INC | $5,000 | – | 414 | +100.0% | 0.00% | – |
| SVC | New | SHERWIN WILLIAMS CO | $5,000 | – | 200 | +100.0% | 0.00% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $5,000 | – | 75 | +100.0% | 0.00% | – |
| VMBS | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,000 | – | 75 | +100.0% | 0.00% | – |
| CERN | New | CERNER CORP | $5,000 | – | 68 | +100.0% | 0.00% | – |
| THD | New | ISHARES INCmsci world etf | $4,000 | – | 43 | +100.0% | 0.00% | – |
| HFRO | New | HLTHCARE REALTY TR | $4,000 | – | 301 | +100.0% | 0.00% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $5,000 | – | 22 | +100.0% | 0.00% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $4,000 | – | 29 | +100.0% | 0.00% | – |
| CVS | New | CYRUSONE INC | $5,000 | – | 69 | +100.0% | 0.00% | – |
| LEMB | New | ISHARES SILVER TRishares | $5,000 | – | 104 | +100.0% | 0.00% | – |
| FLBL | New | FRANKLIN TEMPLETON ETF TRliberty sr ln | $5,000 | – | 197 | +100.0% | 0.00% | – |
| EWZ | New | ISHARES INCus intl hgh yld | $5,000 | – | 108 | +100.0% | 0.00% | – |
| SIX | New | SKYWORKS SOLUTIONS INC | $5,000 | – | 110 | +100.0% | 0.00% | – |
| BWXT | New | BWX TECHNOLOGIES INC | $5,000 | – | 76 | +100.0% | 0.00% | – |
| IAU | New | ISHARES INCmsci emerg mrkt | $5,000 | – | 346 | +100.0% | 0.00% | – |
| NAV | New | NEOGENOMICS INC | $5,000 | – | 182 | +100.0% | 0.00% | – |
| FDIS | New | FIDELITY COVINGTON TRmsci consm dis | $5,000 | – | 100 | +100.0% | 0.00% | – |
| APD | New | AIR PROD & CHEMICALS INC | $5,000 | – | 23 | +100.0% | 0.00% | – |
| TGT | New | TATA MTRS LTDsponsored adr | $4,000 | – | 32 | +100.0% | 0.00% | – |
| ROST | New | SALESFORCE COM INC | $4,000 | – | 33 | +100.0% | 0.00% | – |
| WSR | New | WISDOMTREE TRyield enhancd us | $4,000 | – | 311 | +100.0% | 0.00% | – |
| QTS | New | RAMBUS INC DEL | $5,000 | – | 95 | +100.0% | 0.00% | – |
| AMX | New | AMERICA MOVIL SAB DE CV | $4,000 | – | 240 | +100.0% | 0.00% | – |
| PSCT | New | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $4,000 | – | 46 | +100.0% | 0.00% | – |
| EBAY | New | EKSO BIONICS HLDGS INC | $4,000 | – | 118 | +100.0% | 0.00% | – |
| LNC | New | LINDE PLC | $4,000 | – | 59 | +100.0% | 0.00% | – |
| SIRI | New | SIX FLAGS ENTMT CORP NEW | $4,000 | – | 500 | +100.0% | 0.00% | – |
| ITW | New | INCYTE CORP | $5,000 | – | 29 | +100.0% | 0.00% | – |
| BYLD | New | ISHARES TRcore div grwth | $5,000 | – | 213 | +100.0% | 0.00% | – |
| STE | New | STERIS PLC | $4,000 | – | 29 | +100.0% | 0.00% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $3,000 | – | 22 | +100.0% | 0.00% | – |
| WEC | New | WELLS FARGO CO NEW | $3,000 | – | 38 | +100.0% | 0.00% | – |
| INCO | New | COLUMBIA ETF TR IIindia consmr etf | $3,000 | – | 75 | +100.0% | 0.00% | – |
| PSCC | New | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $3,000 | – | 33 | +100.0% | 0.00% | – |
| ORCL | New | ORANGEsponsored adr | $3,000 | – | 48 | +100.0% | 0.00% | – |
| SMIN | New | ISHARES TRs&p 500 val etf | $3,000 | – | 75 | +100.0% | 0.00% | – |
| XEL | New | XCEL ENERGY INC | $3,000 | – | 49 | +100.0% | 0.00% | – |
| KO | New | COCA COLA CO | $3,000 | – | 53 | +100.0% | 0.00% | – |
| IGV | New | ISHARES TRu.s. pharma etf | $3,000 | – | 13 | +100.0% | 0.00% | – |
| EPI | New | WISDOMTREE TRus midcap fund | $3,000 | – | 101 | +100.0% | 0.00% | – |
| JKHY | New | HEWLETT PACKARD ENTERPRISE C | $3,000 | – | 18 | +100.0% | 0.00% | – |
| VCR | New | VANGUARD WORLD FDSenergy etf | $3,000 | – | 18 | +100.0% | 0.00% | – |
| SNA | New | SOUTHERN CO | $3,000 | – | 15 | +100.0% | 0.00% | – |
| MGA | New | MAGNA INTL INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| IYT | New | ISHARES TRiboxx inv cp etf | $3,000 | – | 15 | +100.0% | 0.00% | – |
| IYF | New | ISHARES TRmrngstr inc etf | $3,000 | – | 24 | +100.0% | 0.00% | – |
| PEP | New | PERSPECTA INC | $3,000 | – | 23 | +100.0% | 0.00% | – |
| TWTR | New | TYSON FOODS INCcl a | $3,000 | – | 100 | +100.0% | 0.00% | – |
| BDX | New | BECTON DICKINSON & CO | $3,000 | – | 11 | +100.0% | 0.00% | – |
| OKE | New | ORACLE CORP | $3,000 | – | 43 | +100.0% | 0.00% | – |
| TTM | New | TE CONNECTIVITY LTD | $3,000 | – | 224 | +100.0% | 0.00% | – |
| UA | New | UNION PAC CORP | $3,000 | – | 139 | +100.0% | 0.00% | – |
| FLOW | New | SSGA ACTIVE ETF TRglobl allo etf | $3,000 | – | 71 | +100.0% | 0.00% | – |
| EWA | New | ISHARES INCmsci cda etf | $3,000 | – | 151 | +100.0% | 0.00% | – |
| RSG | New | RESIDEO TECHNOLOGIES INC | $3,000 | – | 35 | +100.0% | 0.00% | – |
| AMBA | New | AMBARELLA INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| FLQD | New | FRANKLIN TEMPLETON ETF TRlibertyq gbl | $3,000 | – | 97 | +100.0% | 0.00% | – |
| ENZL | New | ISHARES TRmsci philips etf | $3,000 | – | 52 | +100.0% | 0.00% | – |
| XLI | New | SELECT SECTOR SPDR TRtechnology | $3,000 | – | 33 | +100.0% | 0.00% | – |
| AER | New | AERCAP HOLDINGS NV | $1,000 | – | 22 | +100.0% | 0.00% | – |
| NI | New | NORFOLK SOUTHERN CORP | $2,000 | – | 60 | +100.0% | 0.00% | – |
| DNOW | New | NUCOR CORP | $1,000 | – | 50 | +100.0% | 0.00% | – |
| NFLX | New | NEXTERA ENERGY INC | $2,000 | – | 5 | +100.0% | 0.00% | – |
| NEV | New | NUVEEN MARYLAND QLT MUN INC | $2,000 | – | 148 | +100.0% | 0.00% | – |
| NDAQ | New | NAVISTAR INTL CORP NEW | $2,000 | – | 23 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETE CORP | $2,000 | – | 39 | +100.0% | 0.00% | – |
| OPI | New | OMEGA HEALTHCARE INVS INC | $1,000 | – | 30 | +100.0% | 0.00% | – |
| ORAN | New | OSI ETF TR | $1,000 | – | 52 | +100.0% | 0.00% | – |
| MPW | New | MEDLEY CAP CORP | $1,000 | – | 43 | +100.0% | 0.00% | – |
| PPL | New | PROLOGIS INC. | $1,000 | – | 34 | +100.0% | 0.00% | – |
| PAYX | New | PAYPAL HLDGS INC | $2,000 | – | 23 | +100.0% | 0.00% | – |
| M | New | MAGELLAN MIDSTREAM PRTNRS LP | $1,000 | – | 39 | +100.0% | 0.00% | – |
| MIN | New | MICRO FOCUS INTL PLCspon adr new | $1,000 | – | 166 | +100.0% | 0.00% | – |
| LYG | New | LOCKHEED MARTIN CORP | $1,000 | – | 290 | +100.0% | 0.00% | – |
| LFUS | New | LITTELFUSE INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| LEVI | New | LIBERTY GLOBAL PLC | $2,000 | – | 88 | +100.0% | 0.00% | – |
| LEA | New | LEVI STRAUSS & CO NEW | $1,000 | – | 6 | +100.0% | 0.00% | – |
| PRU | New | PS BUSINESS PKS INC CALIF | $1,000 | – | 10 | +100.0% | 0.00% | – |
| RMBS | New | RAYMOND JAMES FINL INC | $2,000 | – | 155 | +100.0% | 0.00% | – |
| RJF | New | REALTY INCOME CORP | $1,000 | – | 13 | +100.0% | 0.00% | – |
| LHX | New | LAM RESEARCH CORP | $2,000 | – | 11 | +100.0% | 0.00% | – |
| KTB | New | L3HARRIS TECHNOLOGIES INC | $2,000 | – | 37 | +100.0% | 0.00% | – |
| KSU | New | KIMBERLY-CLARK CORP | $1,000 | – | 7 | +100.0% | 0.00% | – |
| BBEU | New | JP MORGAN EXCHANGE TRADED FDbetbuld japan | $2,000 | – | 83 | +100.0% | 0.00% | – |
| BBJP | New | JP MORGAN EXCHANGE TRADED FDdiv rtn int eq | $2,000 | – | 76 | +100.0% | 0.00% | – |
| BBCA | New | JP MORGAN EXCHANGE TRADED FDbetbuld europe | $1,000 | – | 24 | +100.0% | 0.00% | – |
| BBAX | New | JP MORGAN EXCHANGE TRADED FDbetabuldr deve | $1,000 | – | 39 | +100.0% | 0.00% | – |
| JBL | New | JANUS HENDERSON GROUP PLC | $2,000 | – | 37 | +100.0% | 0.00% | – |
| AMJ | New | JPMORGAN CHASE & CO | $1,000 | – | 33 | +100.0% | 0.00% | – |
| FALN | New | ISHARES TRfaln angls usd | $1,000 | – | 48 | +100.0% | 0.00% | – |
| REM | New | ISHARES TReafe sml cp etf | $1,000 | – | 31 | +100.0% | 0.00% | – |
| IBDL | New | ISHARES TRibonds dec20 etf | $2,000 | – | 99 | +100.0% | 0.00% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $2,000 | – | 37 | +100.0% | 0.00% | – |
| EPHE | New | ISHARES TRu.s. fixed incme | $1,000 | – | 38 | +100.0% | 0.00% | – |
| RWR | New | SPDR SER TRs&p divid etf | $1,000 | – | 14 | +100.0% | 0.00% | – |
| XME | New | SPDR SER TRs&p oilgas exp | $2,000 | – | 85 | +100.0% | 0.00% | – |
| IHE | New | ISHARES TRus hlthcr pr etf | $1,000 | – | 4 | +100.0% | 0.00% | – |
| IHF | New | ISHARES TRu.s. med dvc etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| IEI | New | ISHARES TR10+ yr invst grd | $1,000 | – | 4 | +100.0% | 0.00% | – |
| IGF | New | ISHARES TRmsci india etf | $1,000 | – | 19 | +100.0% | 0.00% | – |
| IYM | New | ISHARES TRtrans avg etf | $1,000 | – | 6 | +100.0% | 0.00% | – |
| IWF | New | ISHARES TRrussell 2000 etf | $1,000 | – | 8 | +100.0% | 0.00% | – |
| IWD | New | ISHARES TRrus 1000 grw etf | $2,000 | – | 13 | +100.0% | 0.00% | – |
| IBB | New | ISHARES TRibonds mar23 etf | $1,000 | – | 9 | +100.0% | 0.00% | – |
| SNY | New | SAP SEspon adr | $2,000 | – | 33 | +100.0% | 0.00% | – |
| SAP | New | SCHLUMBERGER LTD | $1,000 | – | 8 | +100.0% | 0.00% | – |
| SLB | New | SCHWAB STRATEGIC TRschwab fdt us sc | $1,000 | – | 17 | +100.0% | 0.00% | – |
| EFA | New | ISHARES TRmsci eafe min vl | $2,000 | – | 27 | +100.0% | 0.00% | – |
| TIP | New | ISHARES TR20 yr tr bd etf | $1,000 | – | 9 | +100.0% | 0.00% | – |
| IRBT | New | IRON MTN INC NEW | $2,000 | – | 47 | +100.0% | 0.00% | – |
| PCY | New | INVESCO QQQ TRunit ser 1 | $1,000 | – | 25 | +100.0% | 0.00% | – |
| ADRE | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $1,000 | – | 31 | +100.0% | 0.00% | – |
| ILPT | New | INMUNE BIO INC | $1,000 | – | 55 | +100.0% | 0.00% | – |
| HUN | New | ILLINOIS TOOL WKS INC | $1,000 | – | 37 | +100.0% | 0.00% | – |
| SNN | New | SNAP ON INC | $1,000 | – | 27 | +100.0% | 0.00% | – |
| HPE | New | HIGHLAND FDS Ihi ld iboxx srln | $2,000 | – | 144 | +100.0% | 0.00% | – |
| PEAK | New | HENRY JACK & ASSOC INC | $2,000 | – | 49 | +100.0% | 0.00% | – |
| HSBC | New | HUMANA INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| GEM | New | GOLDMAN SACHS ETF TRactivebeta eme | $1,000 | – | 34 | +100.0% | 0.00% | – |
| GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $1,000 | – | 32 | +100.0% | 0.00% | – |
| SWK | New | STARBUCKS CORP | $1,000 | – | 8 | +100.0% | 0.00% | – |
| ARGT | New | GLOBAL X FDSreit etf | $2,000 | – | 89 | +100.0% | 0.00% | – |
| GILD | New | GLAXOSMITHKLINE PLCsponsored adr | $2,000 | – | 36 | +100.0% | 0.00% | – |
| GTX | New | GENERAL DYNAMICS CORP | $2,000 | – | 239 | +100.0% | 0.00% | – |
| SMFG | New | SYSCO CORP | $2,000 | – | 210 | +100.0% | 0.00% | – |
| SYY | New | TANDEM DIABETES CARE INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
| TJX | New | TOTAL SEsponsored ads | $1,000 | – | 24 | +100.0% | 0.00% | – |
| TRGP | New | TARGET CORP | $1,000 | – | 35 | +100.0% | 0.00% | – |
| FYT | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,000 | – | 25 | +100.0% | 0.00% | – |
| FJP | New | FIRST TR EXCHANGE-TRADED ALPsml cap val alph | $1,000 | – | 15 | +100.0% | 0.00% | – |
| TTE | New | TRUIST FINL CORP | $1,000 | – | 15 | +100.0% | 0.00% | – |
| TWLO | New | TWILIO INCcl a | $1,000 | – | 14 | +100.0% | 0.00% | – |
| TSN | New | UNDER ARMOUR INCcl c | $1,000 | – | 14 | +100.0% | 0.00% | – |
| FDX | New | FIRST INDL RLTY TR INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| FDS | New | FACTSET RESH SYS INC | $2,000 | – | 6 | +100.0% | 0.00% | – |
| EVRG | New | EXANTAS CAP CORP | $2,000 | – | 34 | +100.0% | 0.00% | – |
| EME | New | ENERGY TRANSFER LP | $1,000 | – | 11 | +100.0% | 0.00% | – |
| UNH | New | UNITI GROUP INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
| OLED | New | UNIVERSAL DISPLAY CORP | $2,000 | – | 11 | +100.0% | 0.00% | – |
| EA | New | EMCOR GROUP INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| VLO | New | VANECK VECTORS ETF TRuranium nuclear | $1,000 | – | 12 | +100.0% | 0.00% | – |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $2,000 | – | 137 | +100.0% | 0.00% | – |
| ANGL | New | VANECK VECTORS ETF TRUSTfallen angel hg | $1,000 | – | 44 | +100.0% | 0.00% | – |
| DAL | New | DEXCOM INC | $1,000 | – | 19 | +100.0% | 0.00% | – |
| DELL | New | DELPHI TECHNOLOGIES PLC | $1,000 | – | 11 | +100.0% | 0.00% | – |
| DNP | New | DOW INC | $2,000 | – | 195 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC | $2,000 | – | 40 | +100.0% | 0.00% | – |
| HYLB | New | DELL TECHNOLOGIES INCcl c | $1,000 | – | 18 | +100.0% | 0.00% | – |
| CMI | New | CVS HEALTH CORP | $1,000 | – | 6 | +100.0% | 0.00% | – |
| CLNY | New | COLUMBIA ETF TR Isustnble intl | $2,000 | – | 328 | +100.0% | 0.00% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,000 | – | 15 | +100.0% | 0.00% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,000 | – | 36 | +100.0% | 0.00% | – |
| CFG | New | CITIZENS FINL GROUP INC | $1,000 | – | 22 | +100.0% | 0.00% | – |
| CIEN | New | CIENA CORP | $2,000 | – | 51 | +100.0% | 0.00% | – |
| CNP | New | CENTERPOINT ENERGY INC | $1,000 | – | 37 | +100.0% | 0.00% | – |
| CNC | New | CENTENE CORP DEL | $2,000 | – | 33 | +100.0% | 0.00% | – |
| CNQ | New | CANADIAN NAT RES LTD | $1,000 | – | 32 | +100.0% | 0.00% | – |
| CI | New | CIGNA CORP NEW | $2,000 | – | 12 | +100.0% | 0.00% | – |
| YCBD | New | CBDMD INC | $1,000 | – | 320 | +100.0% | 0.00% | – |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $1,000 | – | 24 | +100.0% | 0.00% | – |
| BLK | New | BLACKROCK INC | $2,000 | – | 3 | +100.0% | 0.00% | – |
| BIIB | New | BIOGEN INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| BAX | New | BAXTER INTL INC | $2,000 | – | 18 | +100.0% | 0.00% | – |
| SAN | New | BANCO SANTANDER S.A.adr | $1,000 | – | 124 | +100.0% | 0.00% | – |
| BIDU | New | BAIDU INCspon adr rep a | $1,000 | – | 7 | +100.0% | 0.00% | – |
| BBL | New | BHP GROUP PLCsponsored adr | $1,000 | – | 20 | +100.0% | 0.00% | – |
| AVY | New | AVERY DENNISON CORP | $2,000 | – | 13 | +100.0% | 0.00% | – |
| AGR | New | AVANGRID INC | $2,000 | – | 34 | +100.0% | 0.00% | – |
| AIT | New | APPLIED INDL TECHNOLOGIES IN | $1,000 | – | 13 | +100.0% | 0.00% | – |
| AMGN | New | AMGEN INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| ABEV | New | AMBEV S A Fsponsored adr | $1,000 | – | 158 | +100.0% | 0.00% | – |
| A | New | AGILENT TECHNOLOGIES | $1,000 | – | 17 | +100.0% | 0.00% | – |
| HEDJ | New | WISDOMTREE TRhedged hi yld bd | $1,000 | – | 21 | +100.0% | 0.00% | – |
| ATNM | New | ACTINIUM PHARMACEUTICALS INC | $1,000 | – | 2,370 | +100.0% | 0.00% | – |
| ACHV | New | ACHIEVE LIFE SCIENCE INC | $1,000 | – | 1,300 | +100.0% | 0.00% | – |
| ZBH | New | ZOETIS INCcl a | $1,000 | – | 4 | +100.0% | 0.00% | – |
| ZTS | New | COLONY CAP INC NEW | $1,000 | – | 9 | +100.0% | 0.00% | – |
| DLPH | New | DELTA AIR LINES INC DEL | $1,000 | – | 96 | +100.0% | 0.00% | – |
| ABBV | New | ABBVIE INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| LBTYK | New | LIBERTY LATIN AMERICA LTD | $2,000 | – | 114 | +100.0% | 0.00% | – |
| LIN | New | LLOYDS BANKING GROUP PLCsponsored adr | $2,000 | – | 8 | +100.0% | 0.00% | – |
| ABT | New | ABBOTT LABORATORIES | $2,000 | – | 20 | +100.0% | 0.00% | – |
| NSC | New | NORTHERN TR CORP | $2,000 | – | 12 | +100.0% | 0.00% | – |
| MT | New | ARCELORMITTAL SA LUXEMBOURGny registry sh | $0 | – | 25 | +100.0% | 0.00% | – |
| TEL | New | TEKLA HEALTHCARE INVSsh ben int | $0 | – | 2 | +100.0% | 0.00% | – |
| PRSP | New | PG&E CORP | $0 | – | 6 | +100.0% | 0.00% | – |
| INCY | New | INDUSTRIAL LOGISTICS PPTYS T | $0 | – | 5 | +100.0% | 0.00% | – |
| XOP | New | SPDR SERIES TRUSTs&p 600 sml cap | $0 | – | 10 | +100.0% | 0.00% | – |
| New | CAMBER ENERGY INC | $0 | – | 1 | +100.0% | 0.00% | – | |
| PJT | New | PPL CORP | $0 | – | 2 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $0 | – | 20 | +100.0% | 0.00% | – |
| CC | New | CHEMOURS CO | $0 | – | 11 | +100.0% | 0.00% | – |
| RAD | New | ROSS STORES INC | $0 | – | 9 | +100.0% | 0.00% | – |
| New | MICRON TECHNOLOGY INC | $0 | – | 15 | +100.0% | 0.00% | – | |
| CRON | New | CSX CORP | $0 | – | 23 | +100.0% | 0.00% | – |
| BBY | New | BEST BUY INC | $0 | – | 3 | +100.0% | 0.00% | – |
| DXC | New | EASTGROUP PPTYS INC | $0 | – | 12 | +100.0% | 0.00% | – |
| AGNC | New | A G N C INVESTMENT CORP | $0 | – | 5 | +100.0% | 0.00% | – |
| EKSO | New | ELECTRONIC ARTS INC | $0 | – | 1,023 | +100.0% | 0.00% | – |
| RFP | New | RETAIL PPTYS AMER INCcl a | $0 | – | 84 | +100.0% | 0.00% | – |
| UNIT | New | UNUM GROUP | $0 | – | 14 | +100.0% | 0.00% | – |
| XAN | New | EXELON CORP | $0 | – | 3 | +100.0% | 0.00% | – |
| TOL | New | TOLL BROTHERS INC | $0 | – | 2 | +100.0% | 0.00% | – |
| VIXM | New | PROSPECT CAPITAL CORPORATION | $0 | – | 11 | +100.0% | 0.00% | – |
| TTD | New | TJX COS INC NEW | $0 | – | 1 | +100.0% | 0.00% | – |
| NMY | New | NVIDIA CORPORATION | $0 | – | 0 | +100.0% | 0.00% | – |
| LILAK | New | LIBERTY PPTY TRsh ben int | $0 | – | 8 | +100.0% | 0.00% | – |
| ALC | New | ALCON INC | $0 | – | 2 | +100.0% | 0.00% | – |
| New | GARRETT MOTION INC | $0 | – | 130 | +100.0% | 0.00% | – | |
| ACB | New | AURORA CANNABIS INC | $0 | – | 100 | +100.0% | 0.00% | – |
| HR | New | HOME DEPOT INC | $0 | – | 1 | +100.0% | 0.00% | – |
| ARCC | New | ARES CAPITAL CORP | $0 | – | 11 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-30
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.