$178 Million is the total value of Retirement Group, LLC's 696 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 25.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $18,025,000 | +14.6% | 84,646 | -3.9% | 10.11% | +3.7% |
XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $11,679,000 | +7.9% | 44,586 | -2.0% | 6.55% | -2.4% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,580,000 | +27.7% | 20,082 | +13.8% | 3.13% | +15.5% |
IVV | Buy | ISHARES TRcore s&p500 etf | $5,493,000 | +24.4% | 16,344 | +14.7% | 3.08% | +12.6% |
MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $5,049,000 | +1.7% | 116,353 | -0.1% | 2.83% | -8.0% |
SLYV | Sell | SPDR SER TRs&p 600 smcp val | $5,004,000 | +1.6% | 99,898 | -0.3% | 2.81% | -8.1% |
SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $4,937,000 | +5.9% | 89,284 | -0.9% | 2.77% | -4.3% |
AMZN | Buy | AMAZON COM INC | $4,688,000 | +18.7% | 1,489 | +4.0% | 2.63% | +7.3% |
ITOT | Buy | ISHARES TRcore s&p ttl stk | $4,078,000 | +11.2% | 54,018 | +2.3% | 2.29% | +0.6% |
CVX | Buy | CHEVRON CORP NEW | $3,989,000 | -19.1% | 55,401 | +0.2% | 2.24% | -26.8% |
NVDA | Buy | NVIDIA CORPORATION | $3,491,000 | +70.0% | 6,451 | +19.4% | 1.96% | +53.9% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $3,482,000 | +15.0% | 15,296 | +2.0% | 1.95% | +4.0% |
CAT | Buy | CATERPILLAR INC DEL | $3,406,000 | +18.2% | 22,839 | +0.2% | 1.91% | +6.9% |
XOM | Buy | EXXON MOBIL CORP | $2,991,000 | -17.6% | 87,127 | +7.4% | 1.68% | -25.5% |
T | Buy | AT&T INC | $2,988,000 | +13.8% | 104,804 | +20.6% | 1.68% | +2.9% |
AAPL | Buy | APPLE INC | $2,939,000 | +39.0% | 25,379 | +337.7% | 1.65% | +25.7% |
FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $2,693,000 | +10.1% | 140,473 | +5.8% | 1.51% | -0.5% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,570,000 | +5.6% | 7,673 | -2.8% | 1.44% | -4.5% |
CAPE | Buy | BARCLAYS BANK PLCipath shilr cape | $2,342,000 | +14.4% | 15,013 | +4.0% | 1.31% | +3.5% |
MSFT | Buy | MICROSOFT CORP | $2,135,000 | +9.4% | 10,152 | +5.8% | 1.20% | -1.1% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,076,000 | +8.9% | 19,860 | +3.7% | 1.16% | -1.5% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,891,000 | +11.1% | 14,700 | +1.2% | 1.06% | +0.5% |
PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $1,831,000 | +0.2% | 124,320 | -3.9% | 1.03% | -9.4% |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $1,710,000 | -5.1% | 30,500 | -4.8% | 0.96% | -14.2% |
ISTB | Buy | ISHARES TRcore 1 5 yr usd | $1,585,000 | +4.1% | 30,738 | +3.9% | 0.89% | -5.8% |
MTUM | Buy | ISHARES TRmsci usa mmentm | $1,462,000 | +16.2% | 9,921 | +3.3% | 0.82% | +5.1% |
IEFA | Sell | ISHARES TRcore msci eafe | $1,369,000 | +0.4% | 22,714 | -4.8% | 0.77% | -9.2% |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $1,340,000 | +5.8% | 16,829 | -2.3% | 0.75% | -4.2% |
IAGG | Buy | ISHARES TRcore intl aggr | $1,304,000 | +9.1% | 23,428 | +9.2% | 0.73% | -1.2% |
SLQD | Buy | ISHARES TR0-5yr invt gr cp | $1,244,000 | +73.7% | 23,877 | +73.7% | 0.70% | +57.2% |
USMV | Sell | ISHARES TRmsci usa min vol | $1,207,000 | +3.3% | 18,932 | -1.7% | 0.68% | -6.5% |
SGOL | Sell | ABERDEEN STD GOLD ETF TR | $1,158,000 | +4.0% | 63,802 | -1.7% | 0.65% | -5.8% |
JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $1,154,000 | +3.1% | 30,681 | -3.7% | 0.65% | -6.6% |
DGRO | Buy | ISHARES TRcore div grwth | $1,149,000 | +19.4% | 28,866 | +12.8% | 0.64% | +8.0% |
SPSB | Buy | SPDR SER TRportfolio short | $1,132,000 | +7.8% | 36,087 | +7.7% | 0.64% | -2.5% |
BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $1,113,000 | -0.4% | 33,658 | -1.0% | 0.62% | -9.8% |
SIVR | Buy | ABERDEEN STD SILVER ETF TR | $1,088,000 | +38.4% | 48,380 | +8.6% | 0.61% | +25.0% |
GLD | Buy | SPDR GOLD TR | $1,082,000 | +1038.9% | 6,107 | +977.1% | 0.61% | +928.8% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,079,000 | +12.2% | 6,338 | +3.2% | 0.60% | +1.3% |
ADBE | ADOBE SYSTEMS INCORPORATED | $1,053,000 | +12.6% | 2,147 | 0.0% | 0.59% | +1.9% | |
JEF | Buy | JEFFERIES FINL GROUP INC | $997,000 | +16.2% | 55,392 | +0.4% | 0.56% | +5.1% |
VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $991,000 | +2.6% | 24,226 | -2.7% | 0.56% | -7.2% |
IWM | Buy | ISHARES TRrussell 2000 etf | $973,000 | +10.1% | 6,494 | +5.2% | 0.55% | -0.4% |
DGRW | Buy | WISDOMTREE TRus qtly div grt | $963,000 | +21.7% | 19,430 | +11.7% | 0.54% | +10.0% |
DXCM | Buy | DEXCOM INC | $864,000 | +27.2% | 2,097 | +25.3% | 0.48% | +15.2% |
IEMG | Sell | ISHARES INCcore msci emkt | $807,000 | +2.5% | 15,290 | -7.6% | 0.45% | -7.2% |
FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $763,000 | +34.6% | 16,580 | +32.0% | 0.43% | +21.6% |
IGSB | Buy | ISHARES TR | $755,000 | +33.2% | 13,747 | +32.7% | 0.42% | +20.5% |
GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $704,000 | -0.7% | 13,931 | -0.9% | 0.40% | -10.2% |
PGHY | Sell | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $701,000 | -3.0% | 32,443 | -4.6% | 0.39% | -12.3% |
SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $686,000 | -7.5% | 11,134 | -10.0% | 0.38% | -16.3% |
PFE | Buy | PFIZER INC | $658,000 | +538.8% | 17,917 | +467.4% | 0.37% | +476.6% |
LMT | Buy | LOCKHEED MARTIN CORP | $640,000 | +283.2% | 1,669 | +263.6% | 0.36% | +245.2% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $636,000 | +16.9% | 7,355 | +17.2% | 0.36% | +5.9% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $590,000 | +0.5% | 4,382 | +0.4% | 0.33% | -9.1% |
AMX | Buy | AMERICA MOVIL SAB DE CV | $559,000 | +18533.3% | 44,757 | +18548.8% | 0.31% | +15600.0% |
VYM | VANGUARD WHITEHALL FDShigh div yld | $551,000 | +2.8% | 6,810 | 0.0% | 0.31% | -6.9% | |
MA | Buy | MASTERCARD INCORPORATEDcl a | $544,000 | +23.1% | 1,609 | +7.6% | 0.30% | +11.3% |
FB | Buy | FACEBOOK INCcl a | $541,000 | +27.0% | 2,064 | +10.0% | 0.30% | +15.2% |
SRLN | Sell | SSGA ACTIVE ETF TRblkstn gsosrln | $538,000 | +1.7% | 12,021 | -1.5% | 0.30% | -7.9% |
ETV | Sell | EATON VANCE TX MNG BY WRT OP | $532,000 | -80.3% | 38,503 | -79.8% | 0.30% | -82.1% |
PCEF | Sell | INVESCO EXCH TRADED FD TR II | $533,000 | -12.8% | 26,326 | -14.5% | 0.30% | -21.1% |
VEEV | Buy | VEEVA SYS INC | $520,000 | +66.7% | 1,848 | +39.1% | 0.29% | +50.5% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $517,000 | +5.5% | 16,451 | -0.2% | 0.29% | -4.6% |
K | New | KELLOGG CO | $516,000 | – | 7,993 | +100.0% | 0.29% | – |
BYND | Sell | BEYOND MEAT INC | $507,000 | +22.2% | 3,054 | -1.5% | 0.28% | +10.5% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $494,000 | +57.3% | 6,031 | +1.2% | 0.28% | +42.1% |
TNDM | Buy | TANDEM DIABETES CARE INC | $482,000 | +65.1% | 4,243 | +43.6% | 0.27% | +49.2% |
IWN | Buy | ISHARES TRrus 2000 val etf | $480,000 | +6.2% | 4,837 | +4.3% | 0.27% | -3.9% |
VLUE | Buy | ISHARES TRmsci usa value | $472,000 | +37.2% | 6,396 | +34.5% | 0.26% | +24.4% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $469,000 | +6.3% | 2,533 | +2.1% | 0.26% | -4.0% |
PFF | Buy | ISHARES TRpfd and incm sec | $469,000 | +5.6% | 12,860 | +0.4% | 0.26% | -4.4% |
COP | CONOCOPHILLIPS | $448,000 | -21.8% | 13,636 | 0.0% | 0.25% | -29.3% | |
EFAV | Buy | ISHARES TRmsci eafe min vl | $448,000 | +8.0% | 6,575 | +4.8% | 0.25% | -2.3% |
AGGY | Buy | WISDOMTREE TRyield enhancd us | $434,000 | +28.0% | 8,072 | +28.3% | 0.24% | +16.2% |
PSX | PHILLIPS 66 | $430,000 | -28.0% | 8,302 | 0.0% | 0.24% | -34.9% | |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $430,000 | +13.2% | 8,247 | +8.8% | 0.24% | +2.1% |
HON | Sell | HONEYWELL INTL INC | $416,000 | +6.4% | 2,530 | -6.5% | 0.23% | -4.1% |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $406,000 | 0.0% | 3,847 | -5.1% | 0.23% | -9.5% |
O | Buy | REALTY INCOME CORP | $407,000 | +2.8% | 6,699 | +0.6% | 0.23% | -7.3% |
V | Buy | VISA INC | $404,000 | +14.8% | 2,019 | +10.9% | 0.23% | +4.1% |
AFIN | Sell | AMERICAN FIN TR INC | $405,000 | -22.1% | 64,580 | -1.5% | 0.23% | -29.7% |
WPM | WHEATON PRECIOUS METALS CORP | $388,000 | +11.2% | 7,917 | 0.0% | 0.22% | +0.9% | |
SHYG | Sell | ISHARES TR0-5yr hi yl cp | $386,000 | +2.4% | 8,774 | -0.1% | 0.22% | -7.3% |
GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $363,000 | +63.5% | 6,288 | +61.9% | 0.20% | +47.8% |
TFC | TRUIST FINL CORP | $358,000 | +1.1% | 9,421 | 0.0% | 0.20% | -8.6% | |
ISRG | Buy | INTUITIVE SURGICAL INC | $352,000 | +35.4% | 496 | +8.5% | 0.20% | +23.0% |
TSLA | Buy | TESLA INC | $344,000 | +154.8% | 803 | +542.4% | 0.19% | +129.8% |
DKNG | Buy | DRAFTKINGS INC | $337,000 | +203.6% | 5,733 | +71.4% | 0.19% | +173.9% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $316,000 | -0.6% | 2,599 | -1.4% | 0.18% | -10.2% |
PSLV | Sell | SPROTT PHYSICAL SILVER TRtr unit | $315,000 | +10.5% | 38,120 | -11.7% | 0.18% | 0.0% |
PODD | Sell | INSULET CORP | $312,000 | +21.4% | 1,320 | -0.2% | 0.18% | +10.1% |
RDIV | Sell | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $303,000 | -21.5% | 11,285 | -19.5% | 0.17% | -28.9% |
SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $300,000 | +9.1% | 5,825 | +9.3% | 0.17% | -1.8% |
BX | Sell | BLACKSTONE GROUP INC | $296,000 | -24.3% | 5,664 | -18.0% | 0.17% | -31.7% |
CWB | Buy | SPDR SER TRblmbrg brc cnvrt | $295,000 | +14.3% | 4,282 | +0.3% | 0.17% | +3.8% |
PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $293,000 | +63.7% | 15,609 | +56.1% | 0.16% | +47.7% |
GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $289,000 | -21.5% | 7,372 | -26.5% | 0.16% | -28.9% |
SPHY | SPDR SER TRportfli high yld | $289,000 | +3.2% | 11,411 | 0.0% | 0.16% | -6.9% | |
SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $286,000 | -19.9% | 8,094 | -20.1% | 0.16% | -27.6% |
SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $284,000 | -6.6% | 8,608 | -6.7% | 0.16% | -15.9% |
GOOG | Buy | ALPHABET INCcap stk cl c | $281,000 | +28.3% | 191 | +23.2% | 0.16% | +16.2% |
FLRN | Buy | SPDR SER TRblomberg brc inv | $278,000 | +0.4% | 9,096 | +0.2% | 0.16% | -9.3% |
SHOP | Buy | SHOPIFY INCcl a | $275,000 | +227.4% | 269 | +205.7% | 0.15% | +196.2% |
FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $273,000 | +28.8% | 8,266 | +23.9% | 0.15% | +16.8% |
SHAG | Buy | WISDOMTREE TRyield enhanced | $272,000 | +2.3% | 5,276 | +2.3% | 0.15% | -7.3% |
OGIG | Buy | OSI ETF TR | $270,000 | +62.7% | 6,118 | +39.8% | 0.15% | +46.6% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $259,000 | +5.7% | 4,361 | -2.0% | 0.14% | -4.6% |
HYG | ISHARES TRiboxx hi yd etf | $257,000 | +2.8% | 3,060 | 0.0% | 0.14% | -7.1% | |
PCG | Buy | PG&E CORP | $257,000 | +6.2% | 27,347 | +0.1% | 0.14% | -4.0% |
NKE | Sell | NIKE INCcl b | $253,000 | +6.8% | 2,013 | -16.9% | 0.14% | -3.4% |
IHI | Buy | ISHARES TRu.s. med dvc etf | $252,000 | +49.1% | 842 | +32.2% | 0.14% | +34.3% |
VRIG | Buy | INVESCO ACTIVELY MANAGED ETFvar rate invt | $250,000 | +1.2% | 10,056 | +0.2% | 0.14% | -8.5% |
SLV | Sell | ISHARES SILVER TRishares | $249,000 | +25.1% | 11,523 | -1.5% | 0.14% | +13.8% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $242,000 | +5.7% | 4,355 | +0.0% | 0.14% | -4.2% |
VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $235,000 | +5.4% | 9,532 | +0.3% | 0.13% | -4.3% |
IVLU | Buy | ISHARES TRmsci intl vlu ft | $231,000 | +25.5% | 11,798 | +25.0% | 0.13% | +14.0% |
ETB | Sell | EATON VANCE TAX MNGED BUY WR | $228,000 | -75.3% | 16,741 | -74.7% | 0.13% | -77.6% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $215,000 | +11.4% | 147 | +8.1% | 0.12% | +0.8% |
LUV | Buy | SOUTHWEST AIRLS CO | $211,000 | +11.1% | 5,624 | +1.1% | 0.12% | 0.0% |
DVY | Sell | ISHARES TRselect divid etf | $208,000 | -20.9% | 2,556 | -21.6% | 0.12% | -28.2% |
SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $203,000 | +18.7% | 3,454 | +18.8% | 0.11% | +7.5% |
IVE | Sell | ISHARES TRs&p 500 val etf | $196,000 | +2.6% | 1,739 | -1.5% | 0.11% | -6.8% |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $194,000 | +20.5% | 2,400 | +11.6% | 0.11% | +9.0% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $192,000 | +19.3% | 1,643 | +6.6% | 0.11% | +8.0% |
XNTK | New | SPDR SER TRnyse tech etf | $190,000 | – | 1,600 | +100.0% | 0.11% | – |
NEAR | Buy | ISHARES U S ETF TRsht mat bd etf | $185,000 | +128.4% | 3,696 | +128.9% | 0.10% | +108.0% |
IGHG | Buy | PROSHARES TRinvt int rt hg | $184,000 | +1.7% | 2,574 | +0.6% | 0.10% | -8.0% |
BA | Sell | BOEING CO | $177,000 | -29.8% | 1,070 | -22.2% | 0.10% | -36.5% |
TIP | Buy | ISHARES TRtips bd etf | $176,000 | +93.4% | 1,391 | +87.2% | 0.10% | +76.8% |
PYPL | Buy | PAYPAL HLDGS INC | $175,000 | +105.9% | 889 | +81.8% | 0.10% | +84.9% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $173,000 | +21.8% | 6,469 | +11.1% | 0.10% | +10.2% |
MUB | ISHARES TRnational mun etf | $170,000 | 0.0% | 1,470 | 0.0% | 0.10% | -9.5% | |
ESCR | Sell | DBX ETF TRxtrck blombrg ba | $170,000 | -3.4% | 7,519 | -4.8% | 0.10% | -12.8% |
YYY | Sell | AMPLIFY ETF TR | $167,000 | -1.2% | 11,370 | -3.5% | 0.09% | -10.5% |
DIS | Sell | DISNEY WALT CO | $164,000 | -24.4% | 1,320 | -32.3% | 0.09% | -31.9% |
CZA | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $163,000 | +7.2% | 2,471 | 0.0% | 0.09% | -3.2% | |
ESGU | New | ISHARES TResg awr msci usa | $158,000 | – | 2,079 | +100.0% | 0.09% | – |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $158,000 | -16.4% | 1,959 | -23.3% | 0.09% | -23.9% |
VER | New | VEREIT INC | $159,000 | – | 24,512 | +100.0% | 0.09% | – |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $157,000 | +78.4% | 5,231 | +125.5% | 0.09% | +60.0% |
IBDS | Buy | ISHARES TRibonds 27 etf | $155,000 | +30.3% | 5,719 | +29.8% | 0.09% | +17.6% |
QUAL | Buy | ISHARES TRmsci usa qlt fct | $151,000 | +8.6% | 1,454 | +0.3% | 0.08% | -1.2% |
IGBH | Buy | ISHARES U S ETF TRint rt hd long | $152,000 | +3.4% | 6,549 | +0.3% | 0.08% | -6.6% |
VGT | VANGUARD WORLD FDSinf tech etf | $152,000 | +11.8% | 488 | 0.0% | 0.08% | +1.2% | |
IBUY | New | AMPLIFY ETF TRonlin retl etf | $150,000 | – | 1,700 | +100.0% | 0.08% | – |
IBDT | Buy | ISHARES TRibds dec28 etf | $149,000 | +49.0% | 5,131 | +47.5% | 0.08% | +35.5% |
WDIV | Sell | SPDR INDEX SHS FDSs&p glbdiv etf | $144,000 | -2.7% | 2,708 | -3.3% | 0.08% | -12.0% |
MOAT | VANECK VECTORS ETF TRmorningstar wide | $145,000 | +4.3% | 2,656 | 0.0% | 0.08% | -5.8% | |
JNJ | Sell | JOHNSON & JOHNSON | $143,000 | -6.5% | 963 | -11.7% | 0.08% | -15.8% |
PLD | Sell | PROLOGIS INC. | $139,000 | -30.8% | 1,380 | -35.8% | 0.08% | -37.6% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $137,000 | -12.7% | 8,650 | +0.2% | 0.08% | -20.6% |
AGG | Buy | ISHARES TRcore us aggbd et | $137,000 | +48.9% | 1,164 | +49.0% | 0.08% | +35.1% |
DLR | Sell | DIGITAL RLTY TR INC | $138,000 | -0.7% | 938 | -3.9% | 0.08% | -10.5% |
ADI | Sell | ANALOG DEVICES INC | $134,000 | -6.3% | 1,146 | -1.6% | 0.08% | -15.7% |
IOVA | IOVANCE BIOTHERAPEUTICS INC | $133,000 | +19.8% | 4,050 | 0.0% | 0.08% | +8.7% | |
XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $133,000 | +0.8% | 3,196 | +0.2% | 0.08% | -8.5% |
XSLV | Sell | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $132,000 | -9.0% | 3,984 | -7.0% | 0.07% | -17.8% |
MCD | Buy | MCDONALDS CORP | $130,000 | +46.1% | 594 | +22.5% | 0.07% | +32.7% |
WMT | Buy | WALMART INC | $128,000 | +24.3% | 917 | +6.6% | 0.07% | +12.5% |
LGLV | Buy | SPDR SER TRssga us lrg etf | $126,000 | +5.9% | 1,164 | +0.2% | 0.07% | -4.1% |
BAC | Buy | BK OF AMERICA CORP | $124,000 | +11.7% | 5,156 | +10.2% | 0.07% | +1.4% |
MO | Buy | ALTRIA GROUP INC | $125,000 | +25.0% | 3,235 | +26.8% | 0.07% | +12.9% |
GHYG | ISHARES INCus intl hgh yld | $122,000 | +3.4% | 2,544 | 0.0% | 0.07% | -6.8% | |
VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $122,000 | +2950.0% | 518 | +2777.8% | 0.07% | +3300.0% |
IBDR | Buy | ISHARES TRibonds dec2026 | $118,000 | +0.9% | 4,405 | +0.6% | 0.07% | -9.6% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $117,000 | +0.9% | 1,480 | +0.1% | 0.07% | -8.3% |
NOC | Sell | NORTHROP GRUMMAN CORP | $115,000 | -29.0% | 364 | -31.1% | 0.06% | -35.0% |
IWP | ISHARES TRrus md cp gr etf | $115,000 | +9.5% | 664 | 0.0% | 0.06% | 0.0% | |
IBDU | Buy | ISHARES TRibonds dec 29 | $115,000 | +33.7% | 4,236 | +32.3% | 0.06% | +22.6% |
LQDH | Buy | ISHARES U S ETF TRint rt hdg c b | $116,000 | +1.8% | 1,268 | +0.2% | 0.06% | -8.5% |
LOW | Sell | LOWES COS INC | $114,000 | +22.6% | 687 | -0.1% | 0.06% | +10.3% |
IUSV | Sell | ISHARES TRcore s&p us vlu | $111,000 | -3.5% | 2,044 | -7.1% | 0.06% | -12.7% |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $108,000 | -1.8% | 1,680 | -10.6% | 0.06% | -10.3% |
FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $107,000 | +1.9% | 1,925 | +0.5% | 0.06% | -7.7% |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $106,000 | +5.0% | 1,553 | 0.0% | 0.06% | -6.3% | |
RCL | Sell | ROYAL CARIBBEAN GROUP | $106,000 | +16.5% | 1,640 | -9.4% | 0.06% | +5.4% |
USO | UNITED STS OIL FD LPunits | $100,000 | +1.0% | 3,524 | 0.0% | 0.06% | -8.2% | |
PHYS | SPROTT PHYSICAL GOLD TRunit | $100,000 | +5.3% | 6,639 | 0.0% | 0.06% | -5.1% | |
GE | Sell | GENERAL ELECTRIC CO | $99,000 | -11.6% | 15,896 | -2.9% | 0.06% | -18.8% |
HD | Sell | HOME DEPOT INC | $100,000 | -6.5% | 360 | -15.3% | 0.06% | -15.2% |
IEV | ISHARES TReurope etf | $98,000 | +3.2% | 2,344 | 0.0% | 0.06% | -6.8% | |
VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $96,000 | +1.1% | 896 | 0.0% | 0.05% | -8.5% | |
ADM | Buy | ARCHER DANIELS MIDLAND CO | $94,000 | +17.5% | 2,020 | +0.7% | 0.05% | +6.0% |
DSI | ISHARES TRmsci kld400 soc | $92,000 | +8.2% | 717 | 0.0% | 0.05% | -1.9% | |
SDY | Sell | SPDR SER TRs&p divid etf | $93,000 | -24.4% | 1,009 | -25.0% | 0.05% | -31.6% |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $92,000 | +8.2% | 1,718 | +0.4% | 0.05% | -1.9% |
HYZD | WISDOMTREE TRhedged hi yld bd | $89,000 | +3.5% | 4,270 | 0.0% | 0.05% | -5.7% | |
DHR | Buy | DANAHER CORPORATION | $89,000 | +134.2% | 411 | +91.2% | 0.05% | +108.3% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $87,000 | +17.6% | 756 | +4.1% | 0.05% | +6.5% |
PM | Buy | PHILIP MORRIS INTL INC | $87,000 | +89.1% | 1,163 | +75.7% | 0.05% | +69.0% |
FIBR | ISHARES TRu.s. fixed incme | $85,000 | 0.0% | 835 | 0.0% | 0.05% | -9.4% | |
IBMQ | Buy | ISHARES TRibonds dec 28 | $83,000 | +1.2% | 3,054 | +0.3% | 0.05% | -7.8% |
IVW | ISHARES TRs&p 500 grwt etf | $83,000 | +10.7% | 360 | 0.0% | 0.05% | 0.0% | |
DEM | Buy | WISDOMTREE TRemer mkt high fd | $84,000 | +2.4% | 2,372 | +4.0% | 0.05% | -7.8% |
COR | Sell | CORESITE RLTY CORP | $83,000 | -9.8% | 699 | -7.7% | 0.05% | -17.5% |
XBI | SPDR SER TRs&p biotech | $84,000 | 0.0% | 754 | 0.0% | 0.05% | -9.6% | |
RYTM | New | RHYTHM PHARMACEUTICALS INC | $83,000 | – | 3,812 | +100.0% | 0.05% | – |
IYLD | Buy | ISHARES TRmrngstr inc etf | $83,000 | +1.2% | 3,697 | +0.0% | 0.05% | -7.8% |
KMI | Buy | KINDER MORGAN INC DEL | $82,000 | -18.0% | 6,685 | +1.8% | 0.05% | -25.8% |
VO | VANGUARD INDEX FDSmid cap etf | $82,000 | +6.5% | 467 | 0.0% | 0.05% | -4.2% | |
New | MEDLEY CAP CORP | $82,000 | – | 4,621 | +100.0% | 0.05% | – | |
CMCSA | Buy | COMCAST CORP NEWcl a | $80,000 | +19.4% | 1,721 | +0.2% | 0.04% | +7.1% |
AEE | AMEREN CORP | $79,000 | +12.9% | 994 | 0.0% | 0.04% | +2.3% | |
IBDQ | Buy | ISHARES TRibonds dec25 etf | $78,000 | +50.0% | 2,857 | +48.8% | 0.04% | +37.5% |
GNL | GLOBAL NET LEASE INC | $79,000 | -6.0% | 4,999 | 0.0% | 0.04% | -15.4% | |
INTC | Sell | INTEL CORP | $77,000 | -18.1% | 1,481 | -5.4% | 0.04% | -25.9% |
ILTB | Buy | ISHARES TRcore lt usdb etf | $77,000 | +1.3% | 1,026 | +0.7% | 0.04% | -8.5% |
IXN | ISHARES TRglobal tech etf | $75,000 | +11.9% | 283 | 0.0% | 0.04% | 0.0% | |
SBUX | Sell | STARBUCKS CORP | $75,000 | -6.2% | 869 | -20.4% | 0.04% | -16.0% |
MMM | 3M CO | $71,000 | +2.9% | 442 | 0.0% | 0.04% | -7.0% | |
CLOU | New | GLOBAL X FDS | $72,000 | – | 3,000 | +100.0% | 0.04% | – |
IJR | Buy | ISHARES TRcore s&p scp etf | $70,000 | +677.8% | 992 | +618.8% | 0.04% | +550.0% |
IRM | Buy | IRON MTN INC NEW | $70,000 | +4.5% | 2,620 | +1.7% | 0.04% | -7.1% |
AMLP | Buy | ALPS ETF TRalerian mlp | $67,000 | -17.3% | 3,361 | +2.3% | 0.04% | -24.0% |
XRLV | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 ex rat | $64,000 | +8.5% | 1,663 | +0.2% | 0.04% | -2.7% |
EQIX | EQUINIX INC | $65,000 | +8.3% | 86 | 0.0% | 0.04% | -2.7% | |
HYEM | VANECK VECTORS ETF TRemerging mkts hi | $62,000 | +1.6% | 2,735 | 0.0% | 0.04% | -7.9% | |
FLTB | New | FIDELITY MERRIMACK STR TRltd trm bd etf | $63,000 | – | 1,200 | +100.0% | 0.04% | – |
XLF | SELECT SECTOR SPDR TRsbi int-finl | $61,000 | +3.4% | 2,538 | 0.0% | 0.03% | -8.1% | |
FSKR | Buy | FS KKR CAP CORP II | $61,000 | +45.2% | 4,173 | +27.5% | 0.03% | +30.8% |
ESGE | New | ISHARES INCesg awr msci em | $60,000 | – | 1,689 | +100.0% | 0.03% | – |
EFG | New | ISHARES TReafe grwth etf | $60,000 | – | 662 | +100.0% | 0.03% | – |
F | Buy | FORD MTR CO DEL | $59,000 | +28.3% | 8,887 | +17.8% | 0.03% | +13.8% |
CSCO | Sell | CISCO SYS INC | $57,000 | -20.8% | 1,439 | -6.2% | 0.03% | -28.9% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $55,000 | -61.5% | 624 | -61.6% | 0.03% | -65.2% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $55,000 | 0.0% | 544 | -4.9% | 0.03% | -8.8% |
IBDP | Buy | ISHARES TRibonds dec24 etf | $55,000 | +266.7% | 2,096 | +279.0% | 0.03% | +244.4% |
COST | Buy | COSTCO WHSL CORP NEW | $55,000 | +25.0% | 154 | +6.2% | 0.03% | +14.8% |
DON | WISDOMTREE TRus midcap divid | $53,000 | +1.9% | 1,840 | 0.0% | 0.03% | -6.2% | |
PFM | Buy | INVESCO EXCHANGE TRADED FD Tdivid achievev | $54,000 | +8.0% | 1,782 | +0.6% | 0.03% | -3.2% |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $53,000 | +3.9% | 1,019 | 0.0% | 0.03% | -6.2% | |
MU | Sell | MICRON TECHNOLOGY INC | $52,000 | -34.2% | 1,115 | -27.3% | 0.03% | -40.8% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $52,000 | +6.1% | 293 | +0.7% | 0.03% | -3.3% |
FMAT | FIDELITY COVINGTON TRUSTmsci matls index | $52,000 | +13.0% | 1,500 | 0.0% | 0.03% | 0.0% | |
REET | Buy | ISHARES TRglobal reit etf | $51,000 | +4.1% | 2,428 | +2.8% | 0.03% | -3.3% |
ETY | EATON VANCE TX MGD DIV EQ IN | $52,000 | 0.0% | 4,816 | 0.0% | 0.03% | -9.4% | |
EXG | EATON VANCE TAX-MANAGED GLOB | $51,000 | 0.0% | 6,882 | 0.0% | 0.03% | -9.4% | |
NUMV | NUSHARES ETF TRnuveen esg midvl | $52,000 | +6.1% | 2,050 | 0.0% | 0.03% | -3.3% | |
INDS | Buy | PACER FDS TRbnchmrk indstr | $50,000 | +11.1% | 1,497 | +5.4% | 0.03% | 0.0% |
AMAT | Sell | APPLIED MATLS INC | $50,000 | -12.3% | 847 | -9.8% | 0.03% | -20.0% |
MRK | Sell | MERCK & CO. INC | $50,000 | -25.4% | 604 | -30.6% | 0.03% | -33.3% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $50,000 | +25.0% | 521 | +25.2% | 0.03% | +12.0% |
USA | New | LIBERTY ALL STAR EQUITY FDsh ben int | $50,000 | – | 8,250 | +100.0% | 0.03% | – |
IBDV | New | ISHARES TRibonds dec 2030 | $48,000 | – | 1,857 | +100.0% | 0.03% | – |
ETW | EATON VANCE TXMGD GL BUYWR O | $48,000 | -2.0% | 5,675 | 0.0% | 0.03% | -10.0% | |
ED | Sell | CONSOLIDATED EDISON INC | $48,000 | -40.0% | 622 | -43.9% | 0.03% | -46.0% |
TRNO | Sell | TERRENO RLTY CORP | $49,000 | -23.4% | 888 | -26.5% | 0.03% | -32.5% |
BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $48,000 | -54.3% | 820 | -54.9% | 0.03% | -58.5% |
SCZ | Buy | ISHARES TReafe sml cp etf | $48,000 | +50.0% | 807 | +34.7% | 0.03% | +35.0% |
AOR | Sell | ISHARES TRgrwt allocat etf | $46,000 | -6.1% | 955 | -9.3% | 0.03% | -13.3% |
SR | SPIRE INC | $46,000 | -19.3% | 860 | 0.0% | 0.03% | -25.7% | |
EXC | EXELON CORP | $47,000 | -2.1% | 1,327 | 0.0% | 0.03% | -13.3% | |
WIX | New | WIX COM LTD | $47,000 | – | 185 | +100.0% | 0.03% | – |
USB | Buy | US BANCORP DEL | $46,000 | +48.4% | 1,277 | +51.8% | 0.03% | +36.8% |
HYHG | PROSHARES TRhgh yld int rate | $47,000 | +2.2% | 785 | 0.0% | 0.03% | -10.3% | |
SIZE | Sell | ISHARES TRmsci usa sze ft | $47,000 | -11.3% | 504 | -16.6% | 0.03% | -21.2% |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $44,000 | -26.7% | 149 | -46.6% | 0.02% | -32.4% |
MDT | Sell | MEDTRONIC PLC | $45,000 | 0.0% | 435 | -11.2% | 0.02% | -10.7% |
IEF | Buy | ISHARES TRbarclays 7 10 yr | $44,000 | +41.9% | 363 | +40.7% | 0.02% | +31.6% |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $45,000 | +7.1% | 863 | +0.7% | 0.02% | -3.8% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $43,000 | 0.0% | 261 | +0.4% | 0.02% | -11.1% |
NUSC | NUSHARES ETF TRnuveen esg smlcp | $42,000 | +7.7% | 1,430 | 0.0% | 0.02% | 0.0% | |
RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $43,000 | +38.7% | 1,086 | +37.1% | 0.02% | +26.3% |
VHT | Buy | VANGUARD WORLD FDShealth car etf | $42,000 | +4100.0% | 205 | +4000.0% | 0.02% | +2300.0% |
IYW | ISHARES TRu.s. tech etf | $43,000 | +10.3% | 143 | 0.0% | 0.02% | 0.0% | |
TXN | Sell | TEXAS INSTRS INC | $42,000 | -4.5% | 293 | -15.6% | 0.02% | -11.1% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $42,000 | +7.7% | 376 | +3.6% | 0.02% | 0.0% |
KMB | Buy | KIMBERLY CLARK CORP | $42,000 | +5.0% | 283 | +0.4% | 0.02% | -4.0% |
DJD | Buy | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $41,000 | +5.1% | 1,177 | +0.9% | 0.02% | -4.2% |
IXP | Buy | ISHARES TR | $41,000 | +10.8% | 619 | +3.5% | 0.02% | 0.0% |
VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $41,000 | +7.9% | 959 | 0.0% | 0.02% | -4.2% | |
LLY | Buy | LILLY ELI & CO | $39,000 | -9.3% | 263 | +0.4% | 0.02% | -18.5% |
VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $38,000 | +11.8% | 528 | +3.7% | 0.02% | 0.0% |
SPB | SPECTRUM BRANDS HLDGS INC NE | $37,000 | +23.3% | 652 | 0.0% | 0.02% | +10.5% | |
ESGN | COLUMBIA ETF TR Isustnble intl | $37,000 | +2.8% | 1,696 | 0.0% | 0.02% | -4.5% | |
IWS | ISHARES TRrus mdcp val etf | $37,000 | +5.7% | 463 | 0.0% | 0.02% | -4.5% | |
GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $36,000 | +33.3% | 950 | +46.2% | 0.02% | +17.6% |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $35,000 | +6.1% | 585 | 0.0% | 0.02% | 0.0% | |
NEE | Sell | NEXTERA ENERGY INC | $33,000 | +3.1% | 120 | -8.4% | 0.02% | -5.0% |
SNOW | New | SNOWFLAKE INCcl a | $33,000 | – | 132 | +100.0% | 0.02% | – |
LRCX | LAM RESEARCH CORP | $33,000 | +3.1% | 98 | 0.0% | 0.02% | -5.0% | |
FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $34,000 | -24.4% | 1,382 | -26.8% | 0.02% | -32.1% |
JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $30,000 | +15.4% | 584 | +12.5% | 0.02% | +6.2% |
EMHY | ISHARES INCjp mrgn em hi bd | $30,000 | 0.0% | 695 | 0.0% | 0.02% | -10.5% | |
QUS | Sell | SPDR SER TRmsci usa strtgic | $30,000 | -44.4% | 314 | -48.9% | 0.02% | -48.5% |
VV | VANGUARD INDEX FDSlarge cap etf | $31,000 | +10.7% | 199 | 0.0% | 0.02% | 0.0% | |
VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $30,000 | +650.0% | 593 | +641.2% | 0.02% | +750.0% |
NOBL | PROSHARES TRs&p 500 dv arist | $30,000 | +7.1% | 422 | 0.0% | 0.02% | 0.0% | |
EGP | Sell | EASTGROUP PPTY INC | $31,000 | -29.5% | 237 | -35.9% | 0.02% | -37.0% |
JNK | Buy | SPDR SER TRbloomberg brclys | $28,000 | +100.0% | 267 | +99.3% | 0.02% | +77.8% |
FLOT | ISHARES TRfltg rate nt etf | $28,000 | 0.0% | 547 | 0.0% | 0.02% | -5.9% | |
TGT | Sell | TARGET CORP | $29,000 | +20.8% | 186 | -6.5% | 0.02% | +6.7% |
ABBV | Buy | ABBVIE INC | $29,000 | +20.8% | 327 | +32.9% | 0.02% | +6.7% |
CTXS | CITRIX SYS INC | $28,000 | -6.7% | 200 | 0.0% | 0.02% | -15.8% | |
BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $28,000 | +12.0% | 1,278 | +8.6% | 0.02% | 0.0% |
CN | Buy | DBX ETF TRxtrack msci chna | $27,000 | +22.7% | 654 | +5.8% | 0.02% | +7.1% |
JPM | Sell | JPMORGAN CHASE & CO | $26,000 | -7.1% | 270 | -10.0% | 0.02% | -11.8% |
SPYD | SPDR SER TRprtflo s&p500 hi | $27,000 | -3.6% | 1,001 | 0.0% | 0.02% | -11.8% | |
MVC | New | MVC CAP INC | $26,000 | – | 1,036 | +100.0% | 0.02% | – |
CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $27,000 | – | 323 | +100.0% | 0.02% | – |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $27,000 | +80.0% | 444 | +68.8% | 0.02% | +66.7% |
STAG | Sell | STAG INDL INC | $27,000 | -3.6% | 882 | -8.7% | 0.02% | -11.8% |
FSK | Sell | FS KKR CAPITAL CORP | $25,000 | -82.3% | 1,575 | -84.4% | 0.01% | -83.9% |
NTAP | NETAPP INC | $25,000 | 0.0% | 567 | 0.0% | 0.01% | -12.5% | |
AIA | ISHARES TRasia 50 etf | $25,000 | +8.7% | 354 | 0.0% | 0.01% | 0.0% | |
VNOM | VIPER ENERGY PARTNERS LP | $25,000 | -26.5% | 3,300 | 0.0% | 0.01% | -33.3% | |
SLY | SPDR SER TRs&p 600 sml cap | $23,000 | 0.0% | 386 | 0.0% | 0.01% | -7.1% | |
HAL | Sell | HALLIBURTON CO | $24,000 | -11.1% | 2,000 | -4.5% | 0.01% | -23.5% |
ENB | Buy | ENBRIDGE INC | $24,000 | +50.0% | 835 | +56.1% | 0.01% | +30.0% |
RZV | Sell | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $23,000 | -42.5% | 462 | -45.4% | 0.01% | -48.0% |
VBK | VANGUARD INDEX FDSsml cp grw etf | $23,000 | +4.5% | 108 | 0.0% | 0.01% | -7.1% | |
CMBM | New | CAMBIUM NETWORKS CORP | $24,000 | – | 1,441 | +100.0% | 0.01% | – |
EMLC | Buy | VANECK VECTORS ETF TRjp morgan mkts | $24,000 | +71.4% | 776 | +70.5% | 0.01% | +44.4% |
PSK | Buy | SPDR SER TRwells fg pfd etf | $23,000 | +4.5% | 520 | +1.2% | 0.01% | -7.1% |
FBND | New | FIDELITY MERRIMACK STR TRtotal bd etf | $22,000 | – | 400 | +100.0% | 0.01% | – |
ITW | Sell | ILLINOIS TOOL WKS INC | $21,000 | 0.0% | 110 | -10.6% | 0.01% | -7.7% |
SWKS | Sell | SKYWORKS SOLUTIONS INC | $21,000 | -34.4% | 142 | -43.2% | 0.01% | -40.0% |
MRNA | New | MODERNA INC | $22,000 | – | 306 | +100.0% | 0.01% | – |
SRET | Buy | GLOBAL X FDSreit etf | $22,000 | +4.8% | 2,781 | +2.1% | 0.01% | -7.7% |
SPIP | New | SPDR SER TRportfli tips etf | $21,000 | – | 678 | +100.0% | 0.01% | – |
GWW | GRAINGER W W INC | $21,000 | +16.7% | 59 | 0.0% | 0.01% | +9.1% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $22,000 | +4.8% | 376 | 0.0% | 0.01% | -7.7% | |
GILD | Buy | GILEAD SCIENCES INC | $21,000 | +75.0% | 339 | +109.3% | 0.01% | +71.4% |
CONE | Buy | CYRUSONE INC | $21,000 | -4.5% | 298 | +0.7% | 0.01% | -14.3% |
VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $19,000 | 0.0% | 231 | 0.0% | 0.01% | -8.3% | |
AAL | AMERICAN AIRLS GROUP INC | $20,000 | -9.1% | 1,658 | 0.0% | 0.01% | -21.4% | |
MDLZ | Buy | MONDELEZ INTL INCcl a | $20,000 | +1900.0% | 352 | +1660.0% | 0.01% | +1000.0% |
CACI | Sell | CACI INTL INCcl a | $19,000 | -26.9% | 87 | -26.9% | 0.01% | -31.2% |
GAL | Buy | SSGA ACTIVE ETF TRglobl allo etf | $20,000 | +5.3% | 514 | +0.4% | 0.01% | -8.3% |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $19,000 | +5.6% | 177 | 0.0% | 0.01% | 0.0% | |
NKLA | New | NIKOLA CORP | $20,000 | – | 1,000 | +100.0% | 0.01% | – |
HGLB | Buy | HIGHLAND GLOBAL ALLOCATION F | $20,000 | 0.0% | 3,304 | +3.9% | 0.01% | -8.3% |
GBIL | GOLDMAN SACHS ETF TRacces treasury | $17,000 | 0.0% | 174 | 0.0% | 0.01% | -9.1% | |
GOLF | ACUSHNET HOLDINGS CORP | $17,000 | 0.0% | 500 | 0.0% | 0.01% | -9.1% | |
BP | BP PLCsponsored adr | $17,000 | -22.7% | 948 | 0.0% | 0.01% | -28.6% | |
JETS | Buy | ETF SER SOLUTIONSus glb jets | $18,000 | +12.5% | 1,079 | +12.5% | 0.01% | 0.0% |
ILMN | New | ILLUMINA INC | $17,000 | – | 56 | +100.0% | 0.01% | – |
IGLB | Buy | ISHARES TR10+ yr invst grd | $18,000 | +5.9% | 249 | +0.8% | 0.01% | -9.1% |
HEFA | New | ISHARES TRhdg msci eafe | $17,000 | – | 600 | +100.0% | 0.01% | – |
MXL | New | MAXLINEAR INC | $18,000 | – | 756 | +100.0% | 0.01% | – |
PXD | Buy | PIONEER NAT RES CO | $17,000 | -15.0% | 203 | +0.5% | 0.01% | -16.7% |
PG | PROCTER AND GAMBLE CO | $18,000 | +20.0% | 128 | 0.0% | 0.01% | +11.1% | |
RNLX | RENALYTIX AI PLCads | $18,000 | -14.3% | 3,150 | 0.0% | 0.01% | -23.1% | |
VMW | Sell | VMWARE INC | $17,000 | -52.8% | 117 | -50.4% | 0.01% | -54.5% |
WRK | WESTROCK CO | $17,000 | +21.4% | 500 | 0.0% | 0.01% | +11.1% | |
EZM | Buy | WISDOMTREE TRus midcap fund | $17,000 | 0.0% | 509 | +0.4% | 0.01% | -9.1% |
APTV | Sell | APTIV PLC | $17,000 | 0.0% | 187 | -12.2% | 0.01% | -9.1% |
IQLT | New | ISHARES TRmsci intl qualty | $16,000 | – | 500 | +100.0% | 0.01% | – |
PEY | Sell | INVESCO EXCHANGE TRADED FD Thig yld eq div | $16,000 | -20.0% | 1,094 | -21.2% | 0.01% | -25.0% |
CRM | Sell | SALESFORCE COM INC | $16,000 | -66.7% | 62 | -75.9% | 0.01% | -70.0% |
CSX | CSX CORP | $16,000 | +14.3% | 203 | 0.0% | 0.01% | 0.0% | |
BSV | VANGUARD BD INDEX FDSshort trm bond | $16,000 | 0.0% | 190 | 0.0% | 0.01% | -10.0% | |
SPTS | Buy | SPDR SER TRportfolio sh tsr | $16,000 | 0.0% | 515 | +0.2% | 0.01% | -10.0% |
RDWR | New | RADWARE LTDord | $16,000 | – | 662 | +100.0% | 0.01% | – |
IBDO | Buy | ISHARES TRibonds dec23 etf | $14,000 | 0.0% | 551 | +0.5% | 0.01% | -11.1% |
INTF | ISHARES TRmsci intl multft | $15,000 | +7.1% | 619 | 0.0% | 0.01% | -11.1% | |
KBWY | INVESCO EXCH TRADED FD TR IIkbw prem yield | $15,000 | -11.8% | 870 | 0.0% | 0.01% | -27.3% | |
BSX | BOSTON SCIENTIFIC CORP | $15,000 | +7.1% | 385 | 0.0% | 0.01% | -11.1% | |
AMGN | Buy | AMGEN INC | $14,000 | +1300.0% | 54 | +1250.0% | 0.01% | +700.0% |
BIIB | Buy | BIOGEN INC | $14,000 | +16.7% | 50 | +11.1% | 0.01% | +14.3% |
BIGC | New | BIGCOMMERCE HLDGS INC | $15,000 | – | 184 | +100.0% | 0.01% | – |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $14,000 | +16.7% | 252 | 0.0% | 0.01% | +14.3% | |
DOCU | New | DOCUSIGN INC | $15,000 | – | 70 | +100.0% | 0.01% | – |
FR | Sell | FIRST INDL RLTY TR INC | $14,000 | -30.0% | 362 | -29.8% | 0.01% | -33.3% |
SYK | Sell | STRYKER CORPORATION | $14,000 | -12.5% | 68 | -23.6% | 0.01% | -20.0% |
WK | New | WORKIVA INC | $14,000 | – | 255 | +100.0% | 0.01% | – |
FTNT | Buy | FORTINET INC | $14,000 | -12.5% | 115 | +0.9% | 0.01% | -20.0% |
RDSA | ROYAL DUTCH SHELL PLCspons adr a | $15,000 | -25.0% | 597 | 0.0% | 0.01% | -33.3% | |
GNTX | Buy | GENTEX CORP | $15,000 | 0.0% | 590 | +0.5% | 0.01% | -11.1% |
DOW | Buy | DOW INC | $14,000 | +16.7% | 299 | +0.3% | 0.01% | +14.3% |
VFC | Buy | V F CORP | $15,000 | +15.4% | 208 | +1.0% | 0.01% | 0.0% |
IBIO | New | IBIO INC | $14,000 | – | 7,135 | +100.0% | 0.01% | – |
PEP | Sell | PEPSICO INC | $14,000 | -17.6% | 104 | -18.1% | 0.01% | -27.3% |
RPAI | RETAIL PPTYS AMER INCcl a | $15,000 | -21.1% | 2,580 | 0.0% | 0.01% | -33.3% | |
IBDD | Buy | ISHARES TRibonds mar23 etf | $14,000 | 0.0% | 500 | +0.6% | 0.01% | -11.1% |
RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $13,000 | +8.3% | 55 | 0.0% | 0.01% | 0.0% | |
GPC | GENUINE PARTS CO | $12,000 | +9.1% | 129 | 0.0% | 0.01% | 0.0% | |
VKTX | VIKING THERAPEUTICS INC | $12,000 | -14.3% | 2,000 | 0.0% | 0.01% | -22.2% | |
GLW | Buy | CORNING INC | $13,000 | +30.0% | 394 | +1.0% | 0.01% | +16.7% |
VPU | Sell | VANGUARD WORLD FDSutilities etf | $13,000 | -79.0% | 100 | -80.0% | 0.01% | -81.6% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $12,000 | -57.1% | 87 | -53.2% | 0.01% | -58.8% |
IEI | ISHARES TR3 7 yr treas bd | $12,000 | 0.0% | 93 | 0.0% | 0.01% | 0.0% | |
CODI | Sell | COMPASS DIVERSIFIEDsh ben int | $13,000 | -18.8% | 675 | -25.1% | 0.01% | -30.0% |
HTA | HEALTHCARE TR AMER INCcl a new | $13,000 | 0.0% | 500 | 0.0% | 0.01% | -12.5% | |
IBDN | Sell | ISHARES TRibonds dec22 etf | $13,000 | -7.1% | 501 | -7.9% | 0.01% | -22.2% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $13,000 | -7.1% | 222 | -1.3% | 0.01% | -22.2% |
LUMN | LUMEN TECHNOLOGIES INC | $12,000 | 0.0% | 1,229 | 0.0% | 0.01% | 0.0% | |
TTD | New | THE TRADE DESK INC | $12,000 | – | 24 | +100.0% | 0.01% | – |
XPO | Sell | XPO LOGISTICS INC | $13,000 | -48.0% | 154 | -52.9% | 0.01% | -56.2% |
DOV | DOVER CORP | $13,000 | +18.2% | 116 | 0.0% | 0.01% | 0.0% | |
TMDV | PROSHARES TRrussell us div | $12,000 | 0.0% | 325 | 0.0% | 0.01% | 0.0% | |
APTS | Buy | PREFERRED APT CMNTYS INC | $13,000 | -31.6% | 2,498 | +2.4% | 0.01% | -41.7% |
IXC | ISHARES TRglobal energ etf | $13,000 | -13.3% | 775 | 0.0% | 0.01% | -22.2% | |
AEP | AMERICAN ELEC PWR CO INC | $13,000 | 0.0% | 159 | 0.0% | 0.01% | -12.5% | |
CVS | Buy | CVS HEALTH CORP | $12,000 | +1100.0% | 206 | +836.4% | 0.01% | +600.0% |
IMCB | New | ISHARES TRmrgstr md cp etf | $12,000 | – | 94 | +100.0% | 0.01% | – |
VAW | VANGUARD WORLD FDSmaterials etf | $12,000 | +9.1% | 92 | 0.0% | 0.01% | 0.0% | |
SNLN | HIGHLAND FDS Ihi ld iboxx srln | $10,000 | 0.0% | 633 | 0.0% | 0.01% | 0.0% | |
DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $11,000 | +1000.0% | 40 | +700.0% | 0.01% | +500.0% |
DWFI | SPDR SER TRdorsey wrgt fi | $11,000 | +10.0% | 450 | 0.0% | 0.01% | 0.0% | |
ESHY | DBX ETF TRxtrck jp mrg esg | $10,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
SOXX | ISHARES TRphlx semicnd etf | $10,000 | +11.1% | 33 | 0.0% | 0.01% | 0.0% | |
BBC | ETFIS SER TR Ivirtus lifesc ct | $10,000 | -9.1% | 250 | 0.0% | 0.01% | -14.3% | |
EES | Sell | WISDOMTREE TRus smallcap fund | $11,000 | -21.4% | 358 | -29.4% | 0.01% | -33.3% |
MXIM | MAXIM INTEGRATED PRODS INC | $11,000 | +10.0% | 168 | 0.0% | 0.01% | 0.0% | |
ITA | ISHARES TRus aer def etf | $10,000 | -9.1% | 64 | 0.0% | 0.01% | -14.3% | |
ISCV | New | ISHARES TRmrning sm cp etf | $10,000 | – | 93 | +100.0% | 0.01% | – |
VB | VANGUARD INDEX FDSsmall cp etf | $10,000 | 0.0% | 67 | 0.0% | 0.01% | 0.0% | |
BIDU | Buy | BAIDU INCspon adr rep a | $11,000 | +10.0% | 85 | +1.2% | 0.01% | 0.0% |
NTLA | New | INTELLIA THERAPEUTICS INC | $10,000 | – | 500 | +100.0% | 0.01% | – |
INSG | Buy | INSEEGO CORP | $10,000 | +150.0% | 1,000 | +216.5% | 0.01% | +200.0% |
PSB | PS BUSINESS PKS INC CALIF | $11,000 | -8.3% | 90 | 0.0% | 0.01% | -14.3% | |
HYD | VANECK VECTORS ETF TRhigh yld mun etf | $10,000 | 0.0% | 172 | 0.0% | 0.01% | 0.0% | |
PFXF | VANECK VECTORS ETF TRpfd secs ex finl | $10,000 | +11.1% | 500 | 0.0% | 0.01% | 0.0% | |
HUM | HUMANA INC | $11,000 | +10.0% | 26 | 0.0% | 0.01% | 0.0% | |
QLGN | New | QUALIGEN THERAPEUTICS INC | $10,000 | – | 2,000 | +100.0% | 0.01% | – |
ACAD | New | ACADIA PHARMACEUTICALS INC | $10,000 | – | 254 | +100.0% | 0.01% | – |
IWF | Buy | ISHARES TRrus 1000 grw etf | $10,000 | +400.0% | 48 | +500.0% | 0.01% | +500.0% |
GII | SPDR INDEX SHS FDSs&p gblinf etf | $11,000 | 0.0% | 250 | 0.0% | 0.01% | -14.3% | |
STM | STMICROELECTRONICS N Vny registry | $10,000 | +11.1% | 323 | 0.0% | 0.01% | 0.0% | |
CLX | CLOROX CO DEL | $11,000 | 0.0% | 51 | 0.0% | 0.01% | -14.3% | |
IYG | ISHARES TRu.s. fin svc etf | $9,000 | +12.5% | 70 | 0.0% | 0.01% | 0.0% | |
EDIT | New | EDITAS MEDICINE INC | $9,000 | – | 325 | +100.0% | 0.01% | – |
NEO | NEOGENOMICS INC | $9,000 | +12.5% | 250 | 0.0% | 0.01% | 0.0% | |
D | DOMINION ENERGY INC | $9,000 | 0.0% | 113 | 0.0% | 0.01% | -16.7% | |
HYS | PIMCO ETF TR0-5 high yield | $9,000 | +12.5% | 91 | 0.0% | 0.01% | 0.0% | |
TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $9,000 | -25.0% | 1,000 | 0.0% | 0.01% | -28.6% | |
IWO | ISHARES TRrus 2000 grw etf | $9,000 | +12.5% | 41 | 0.0% | 0.01% | 0.0% | |
MS | Buy | MORGAN STANLEY | $9,000 | 0.0% | 187 | +0.5% | 0.01% | -16.7% |
KO | Buy | COCA COLA CO | $9,000 | +350.0% | 184 | +240.7% | 0.01% | +400.0% |
GIM | Sell | TEMPLETON GLOBAL INCOME FD | $7,000 | -46.2% | 1,300 | -45.2% | 0.00% | -50.0% |
WM | WASTE MGMT INC DEL | $7,000 | +16.7% | 60 | 0.0% | 0.00% | 0.0% | |
HAS | HASBRO INC | $7,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
OHI | Buy | OMEGA HEALTHCARE INVS INC | $7,000 | 0.0% | 239 | +2.1% | 0.00% | 0.0% |
DD | DUPONT DE NEMOURS INC | $8,000 | 0.0% | 143 | 0.0% | 0.00% | -20.0% | |
SHW | SHERWIN WILLIAMS CO | $8,000 | +14.3% | 12 | 0.0% | 0.00% | 0.0% | |
GIS | GENERAL MLS INC | $8,000 | 0.0% | 129 | 0.0% | 0.00% | -20.0% | |
SPHB | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $8,000 | +14.3% | 184 | 0.0% | 0.00% | 0.0% | |
ON | ON SEMICONDUCTOR CORP | $7,000 | +16.7% | 322 | 0.0% | 0.00% | 0.0% | |
VXRT | New | VAXART INC | $8,000 | – | 1,200 | +100.0% | 0.00% | – |
TLH | ISHARES TR10-20 yr trs etf | $7,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
GRWG | New | GROWGENERATION CORP | $8,000 | – | 500 | +100.0% | 0.00% | – |
URTH | ISHARES INCmsci world etf | $7,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
IDV | ISHARES TRintl sel div etf | $7,000 | -12.5% | 300 | 0.0% | 0.00% | -20.0% | |
SO | SOUTHERN CO | $8,000 | 0.0% | 147 | 0.0% | 0.00% | -20.0% | |
PENN | New | PENN NATL GAMING INC | $7,000 | – | 91 | +100.0% | 0.00% | – |
STZ | CONSTELLATION BRANDS INCcl a | $8,000 | +14.3% | 40 | 0.0% | 0.00% | 0.0% | |
ATEN | New | A10 NETWORKS INC | $7,000 | – | 1,050 | +100.0% | 0.00% | – |
RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
SPIB | SPDR SER TRportfolio intrmd | $7,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% | |
BNGO | New | BIONANO GENOMICS INC | $7,000 | – | 10,000 | +100.0% | 0.00% | – |
ET | Buy | ENERGY TRANSFER LP | $7,000 | -12.5% | 1,219 | +4.6% | 0.00% | -20.0% |
GLPI | Buy | GAMING & LEISURE PPTYS INC | $8,000 | 0.0% | 227 | +0.9% | 0.00% | -20.0% |
MAIN | Buy | MAIN STR CAP CORP | $7,000 | 0.0% | 229 | +2.2% | 0.00% | 0.0% |
VBIV | New | VBI VACCINES INC | $7,000 | – | 2,450 | +100.0% | 0.00% | – |
VWOB | VANGUARD WHITEHALL FDSemerg mkt bd etf | $8,000 | 0.0% | 100 | 0.0% | 0.00% | -20.0% | |
XLB | SELECT SECTOR SPDR TRsbi materials | $6,000 | +20.0% | 91 | 0.0% | 0.00% | 0.0% | |
SPXC | SPX CORP | $6,000 | +20.0% | 122 | 0.0% | 0.00% | 0.0% | |
QEFA | SPDR INDEX SHS FDSmsci eafe strtgc | $6,000 | 0.0% | 103 | 0.0% | 0.00% | -25.0% | |
AAP | ADVANCE AUTO PARTS INC | $6,000 | 0.0% | 40 | 0.0% | 0.00% | -25.0% | |
IAU | ISHARES GOLD TRUSTishares | $6,000 | 0.0% | 346 | 0.0% | 0.00% | -25.0% | |
VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
PSP | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $6,000 | 0.0% | 575 | 0.0% | 0.00% | -25.0% | |
MKC | Buy | MCCORMICK & CO INC | $5,000 | +25.0% | 25 | +4.2% | 0.00% | +50.0% |
EWC | ISHARES INCmsci cda etf | $5,000 | 0.0% | 183 | 0.0% | 0.00% | 0.0% | |
GM | GENERAL MTRS CO | $6,000 | +20.0% | 201 | 0.0% | 0.00% | 0.0% | |
NTRS | Sell | NORTHERN TR CORP | $5,000 | -68.8% | 58 | -72.0% | 0.00% | -70.0% |
MPC | Buy | MARATHON PETE CORP | $5,000 | -16.7% | 172 | +1.8% | 0.00% | -25.0% |
NVAX | New | NOVAVAX INC | $5,000 | – | 42 | +100.0% | 0.00% | – |
NUE | NUCOR CORP | $5,000 | +25.0% | 101 | 0.0% | 0.00% | +50.0% | |
MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $6,000 | -14.3% | 161 | +1.9% | 0.00% | -25.0% |
VOD | VODAFONE GROUP PLC NEWsponsored adr | $5,000 | -16.7% | 351 | 0.0% | 0.00% | -25.0% | |
WAB | WABTEC | $5,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% | |
VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $5,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
BTI | BRITISH AMERN TOB PLCsponsored adr | $6,000 | -14.3% | 173 | 0.0% | 0.00% | -25.0% | |
EEMV | ISHARES INCmsci emerg mrkt | $6,000 | 0.0% | 107 | 0.0% | 0.00% | -25.0% | |
AMT | AMERICAN TOWER CORP NEW | $5,000 | -16.7% | 22 | 0.0% | 0.00% | -25.0% | |
OTIS | Buy | OTIS WORLDWIDE CORP | $6,000 | +200.0% | 94 | +118.6% | 0.00% | +200.0% |
ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $6,000 | – | 12 | +100.0% | 0.00% | – |
MGV | Buy | VANGUARD WORLD FDmega cap val etf | $5,000 | +25.0% | 60 | +1.7% | 0.00% | +50.0% |
STWD | Buy | STARWOOD PPTY TR INC | $5,000 | +66.7% | 310 | +42.2% | 0.00% | +50.0% |
WERN | WERNER ENTERPRISES INC | $6,000 | 0.0% | 132 | 0.0% | 0.00% | -25.0% | |
ALB | New | ALBEMARLE CORP | $5,000 | – | 60 | +100.0% | 0.00% | – |
APD | Sell | AIR PRODS & CHEMS INC | $5,000 | -16.7% | 15 | -34.8% | 0.00% | -25.0% |
RSX | VANECK VECTORS ETF TRrussia etf | $5,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
JBHT | New | HUNT J B TRANS SVCS INC | $5,000 | – | 36 | +100.0% | 0.00% | – |
BYLD | Buy | ISHARES TRyld optim bd | $6,000 | 0.0% | 218 | +0.9% | 0.00% | -25.0% |
AVAV | New | AEROVIRONMENT INC | $6,000 | – | 100 | +100.0% | 0.00% | – |
FSD | FIRST TR HIGH INCOME L/S FD | $5,000 | 0.0% | 374 | 0.0% | 0.00% | 0.0% | |
ICVT | ISHARES TRconv bd etf | $6,000 | +20.0% | 76 | 0.0% | 0.00% | 0.0% | |
UAL | UNITED AIRLS HLDGS INC | $5,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% | |
CARR | Buy | CARRIER GLOBAL CORPORATION | $6,000 | +50.0% | 202 | +11.0% | 0.00% | +50.0% |
QTS | Buy | QTS RLTY TR INC | $6,000 | 0.0% | 88 | +1.1% | 0.00% | -25.0% |
EBAY | EBAY INC. | $6,000 | 0.0% | 119 | 0.0% | 0.00% | -25.0% | |
FANG | DIAMONDBACK ENERGY INC | $6,000 | -25.0% | 192 | 0.0% | 0.00% | -40.0% | |
EMB | ISHARES TRjpmorgan usd emg | $5,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
CERN | Buy | CERNER CORP | $5,000 | 0.0% | 69 | +1.5% | 0.00% | 0.0% |
SLB | Buy | SCHLUMBERGER LTD | $5,000 | 0.0% | 299 | +0.7% | 0.00% | 0.0% |
DEO | DIAGEO PLCspon adr new | $6,000 | 0.0% | 43 | 0.0% | 0.00% | -25.0% | |
RNG | New | RINGCENTRAL INCcl a | $6,000 | – | 23 | +100.0% | 0.00% | – |
SINT | New | SINTX TECHNOLOGIES INC | $3,000 | – | 1,500 | +100.0% | 0.00% | – |
EFV | ISHARES TReafe value etf | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
IEO | New | ISHARES TRus oil gs ex etf | $3,000 | – | 110 | +100.0% | 0.00% | – |
IBDM | ISHARES TRibonds dec21 etf | $3,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
IYF | ISHARES TRu.s. finls etf | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
KSS | KOHLS CORP | $3,000 | -25.0% | 180 | 0.0% | 0.00% | 0.0% | |
IGV | ISHARES TRexpanded tech | $4,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
IYT | ISHARES TRtrans avg etf | $3,000 | +50.0% | 15 | 0.0% | 0.00% | +100.0% | |
THD | ISHARES INCmsci thailnd etf | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
EWZ | ISHARES INCmsci brazil etf | $3,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
EWA | ISHARES INCmsci aust etf | $3,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% | |
IRBT | IROBOT CORP | $4,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
NDAQ | NASDAQ INC | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
PSCT | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $4,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
NAK | New | NORTHERN DYNASTY MINERALS LT | $4,000 | – | 3,750 | +100.0% | 0.00% | – |
IP | Buy | INTERNATIONAL PAPER CO | $4,000 | 0.0% | 103 | +2.0% | 0.00% | 0.0% |
ORCL | Buy | ORACLE CORP | $3,000 | 0.0% | 49 | +2.1% | 0.00% | 0.0% |
PBCT | PEOPLES UNITED FINANCIAL INC | $3,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% | |
HFRO | Buy | HIGHLAND INCOME FD | $3,000 | 0.0% | 324 | +2.9% | 0.00% | 0.0% |
JKHY | HENRY JACK & ASSOC INC | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
RSG | REPUBLIC SVCS INC | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
REZI | RESIDEO TECHNOLOGIES INC | $4,000 | 0.0% | 380 | 0.0% | 0.00% | 0.0% | |
ROST | ROSS STORES INC | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
HPQ | HP INC | $4,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% | |
SPEM | SPDR INDEX SHS FDSportfolio emg mk | $4,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
HERO | GLOBAL X FDSvdeo gam esprt | $4,000 | +33.3% | 137 | 0.0% | 0.00% | 0.0% | |
SPTM | SPDR SER TRportfoli s&p1500 | $4,000 | +33.3% | 90 | 0.0% | 0.00% | 0.0% | |
GNRC | Buy | GENERAC HLDGS INC | $3,000 | +200.0% | 15 | +50.0% | 0.00% | +100.0% |
FLOW | SPX FLOW INC | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
DY | DYCOM INDS INC | $3,000 | +50.0% | 57 | 0.0% | 0.00% | +100.0% | |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $3,000 | +50.0% | 33 | 0.0% | 0.00% | +100.0% | |
SIRI | SIRIUS XM HOLDINGS INC | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
CTVA | CORTEVA INC | $4,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
CNC | Buy | CENTENE CORP DEL | $3,000 | 0.0% | 56 | +27.3% | 0.00% | 0.0% |
TWTR | TWITTER INC | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
UNP | Sell | UNION PAC CORP | $4,000 | -42.9% | 21 | -47.5% | 0.00% | -50.0% |
CCL | CARNIVAL CORPunit 99/99/9999 | $3,000 | -25.0% | 213 | 0.0% | 0.00% | 0.0% | |
COF | Buy | CAPITAL ONE FINL CORP | $4,000 | +100.0% | 50 | +47.1% | 0.00% | +100.0% |
BLV | VANGUARD BD INDEX FDSlong term bond | $4,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
BR | BROADRIDGE FINL SOLUTIONS IN | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
BCO | Buy | BRINKS CO | $3,000 | 0.0% | 69 | +1.5% | 0.00% | 0.0% |
BDX | BECTON DICKINSON & CO | $3,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
VMBS | VANGUARD SCOTTSDALE FDSmortg-back sec | $4,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
AT | New | ATLANTIC POWER CORP | $3,000 | – | 1,750 | +100.0% | 0.00% | – |
WEC | WEC ENERGY GROUP INC | $4,000 | +33.3% | 38 | 0.0% | 0.00% | 0.0% | |
XEL | XCEL ENERGY INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
XLNX | Sell | XILINX INC | $4,000 | -66.7% | 35 | -71.1% | 0.00% | -71.4% |
AMBA | AMBARELLA INC | $3,000 | +50.0% | 50 | 0.0% | 0.00% | +100.0% | |
BBU | BROOKFIELD BUSINESS PARTNERSunit ltd lp | $3,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% | |
ENZL | ISHARES TRnew zealand etf | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
ICSH | New | ISHARES TRultr sh trm bd | $3,000 | – | 65 | +100.0% | 0.00% | – |
TSN | TYSON FOODS INCcl a | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
EA | Buy | ELECTRONIC ARTS INC | $2,000 | 0.0% | 18 | +38.5% | 0.00% | 0.0% |
PRU | PRUDENTIAL FINL INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
EMQQ | EXCHANGE TRADED CONCEPTS TRemqq em intern | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $1,000 | -50.0% | 137 | 0.0% | 0.00% | 0.0% | |
HPE | HEWLETT PACKARD ENTERPRISE C | $1,000 | 0.0% | 144 | 0.0% | 0.00% | 0.0% | |
IHE | ISHARES TRu.s. pharma etf | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
URI | Buy | UNITED RENTALS INC | $1,000 | – | 7 | +600.0% | 0.00% | – |
MPLX | New | MPLX LP | $1,000 | – | 34 | +100.0% | 0.00% | – |
MIN | MFS INTER INCOME TRsh ben int | $1,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% | |
WFC | WELLS FARGO CO NEW | $1,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
LULU | New | LULULEMON ATHLETICA INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $2,000 | 0.0% | 61 | +1.7% | 0.00% | 0.0% |
SVC | SERVICE PPTYS TR | $2,000 | +100.0% | 205 | 0.0% | 0.00% | 0.0% | |
WSR | Buy | WHITESTONE REIT | $2,000 | 0.0% | 330 | +1.9% | 0.00% | 0.0% |
UNH | UNITEDHEALTH GROUP INC | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
EPI | WISDOMTREE TRindia erngs fd | $2,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
ARGT | GLOBAL X FDSgb msci ar etf | $2,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
OLED | UNIVERSAL DISPLAY CORP | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
EFA | ISHARES TRmsci eafe etf | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $1,000 | -92.9% | 33 | -91.6% | 0.00% | -88.9% |
LEA | LEAR CORP | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
A | AGILENT TECHNOLOGIES INC | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
HEDJ | WISDOMTREE TReurope hedged eq | $1,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
KTB | Sell | KONTOOR BRANDS INC | $1,000 | 0.0% | 29 | -6.5% | 0.00% | 0.0% |
WKHS | New | WORKHORSE GROUP INC | $2,000 | – | 90 | +100.0% | 0.00% | – |
IBB | ISHARES TRnasdaq biotech | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
CMI | CUMMINS INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
EPHE | ISHARES TRmsci philips etf | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
IBDL | Buy | ISHARES TRibonds dec20 etf | $1,000 | 0.0% | 38 | +2.7% | 0.00% | 0.0% |
DNP | DNP SELECT INCOME FD INC | $2,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $1,000 | – | 4 | 0.0% | 0.00% | – | |
ZTS | ZOETIS INCcl a | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
IWD | ISHARES TRrus 1000 val etf | $2,000 | +100.0% | 13 | 0.0% | 0.00% | 0.0% | |
REM | ISHARES TRmortge rel etf | $1,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
DUK | Sell | DUKE ENERGY CORP NEW | $1,000 | 0.0% | 11 | -8.3% | 0.00% | 0.0% |
KSU | KANSAS CITY SOUTHERN | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
LBTYK | LIBERTY GLOBAL PLC | $2,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
ATNM | Sell | ACTINIUM PHARMACEUTICALS INC | $1,000 | 0.0% | 79 | -96.7% | 0.00% | 0.0% |
MAXN | New | MAXEON SOLAR TECHNOLOGIES LT | $1,000 | – | 63 | +100.0% | 0.00% | – |
VLO | VALERO ENERGY CORP | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
JBL | JABIL INC | $1,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
DELL | DELL TECHNOLOGIES INCcl c | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
ABT | ABBOTT LABS | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
AER | AERCAP HOLDINGS NV | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
IYM | ISHARES TRu.s. bas mtl etf | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
GTX | GARRETT MOTION INC | $1,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% | |
HUN | HUNTSMAN CORP | $1,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
SNN | SMITH & NEPHEW GROUP PLCspdn adr new | $1,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
CNQ | CANADIAN NAT RES LTD | $1,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
KBE | New | SPDR SER TRs&p bk etf | $1,000 | – | 32 | +100.0% | 0.00% | – |
SMFG | SUMITOMO MITSUI FINL GROUP Isponsored adr | $1,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% | |
ILPT | INDUSTRIAL LOGISTICS PPTYS T | $1,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
PPL | PPL CORP | $1,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
SAVE | SPIRIT AIRLS INC | $1,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
DAL | DELTA AIR LINES INC DEL | $2,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% | |
ORAN | ORANGEsponsored adr | $1,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
CI | CIGNA CORP NEW | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
SYY | SYSCO CORP | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
YCBD | CBDMD INC | $1,000 | 0.0% | 320 | 0.0% | 0.00% | 0.0% | |
EVRG | EVERGY INC | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
OCGN | New | OCUGEN INC | $1,000 | – | 2,500 | +100.0% | 0.00% | – |
OXY | OCCIDENTAL PETE CORP | $1,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
SAP | SAP SEspon adr | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
TJX | Sell | TJX COS INC NEW | $1,000 | -83.3% | 24 | -80.6% | 0.00% | -75.0% |
VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,000 | +100.0% | 15 | 0.0% | 0.00% | 0.0% | |
ADRE | INVESCO ACTIVELY MANAGED ETFemgring mkts50 | $1,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
NEV | NUVEEN ENHANCED MUN VALUE FD | $2,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% | |
CIEN | Sell | CIENA CORP | $1,000 | -66.7% | 18 | -64.7% | 0.00% | -50.0% |
XME | SPDR SER TRs&p metals mng | $2,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
FYT | FIRST TR EXCH TRD ALPHDX FDsml cap val al | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
RWR | SPDR SER TRdj reit etf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
EME | EMCOR GROUP INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
NI | NISOURCE INC | $1,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
NFLX | NETFLIX INC | $2,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
BAX | BAXTER INTL INC | $1,000 | -50.0% | 18 | 0.0% | 0.00% | 0.0% | |
PSCC | INVESCO EXCH TRADED FD TR IIs&p smlcp stap | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
CFG | CITIZENS FINL GROUP INC | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
SWK | STANLEY BLACK & DECKER INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
RJF | RAYMOND JAMES FINL INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
NIO | NIO INCspon ads | $2,000 | +100.0% | 100 | 0.0% | 0.00% | 0.0% | |
BBL | BHP GROUP PLCsponsored adr | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
VOO | VANGUARD INDEX FDS | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
AVY | AVERY DENNISON CORP | $2,000 | +100.0% | 13 | 0.0% | 0.00% | 0.0% | |
AGR | AVANGRID INC | $2,000 | +100.0% | 34 | 0.0% | 0.00% | 0.0% | |
RMBS | RAMBUS INC DEL | $2,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% | |
CNP | CENTERPOINT ENERGY INC | $1,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
IHF | ISHARES TRus hlthcr pr etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
AZN | New | ASTRAZENECA PLCsponsored adr | $1,000 | – | 20 | +100.0% | 0.00% | – |
C | CITIGROUP INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
TTE | TOTAL SEsponsored ads | $2,000 | -33.3% | 69 | 0.0% | 0.00% | -50.0% | |
FJP | FIRST TR EXCH TRD ALPHDX FDjapan alphadex | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
CRWD | New | CROWDSTRIKE HLDGS INCcl a | $1,000 | – | 4 | +100.0% | 0.00% | – |
ABUS | New | ARBUTUS BIOPHARMA CORP | $2,000 | – | 500 | +100.0% | 0.00% | – |
AIT | APPLIED INDL TECHNOLOGIES IN | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
PRSP | PERSPECTA INC | $0 | – | 6 | 0.0% | 0.00% | – | |
XOP | SPDR SER TRs&p oilgas exp | $0 | – | 2 | 0.0% | 0.00% | – | |
CODX | New | CO-DIAGNOSTICS INC | $0 | – | 25 | +100.0% | 0.00% | – |
AGNC | AGNC INVT CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
HSBC | HSBC HLDGS PLCspon adr new | $0 | -100.0% | 25 | 0.0% | 0.00% | -100.0% | |
SPWR | SUNPOWER CORP | $0 | – | 9 | 0.0% | 0.00% | – | |
CC | CHEMOURS CO | $0 | – | 11 | 0.0% | 0.00% | – | |
TTM | TATA MTRS LTDsponsored adr | $0 | – | 29 | 0.0% | 0.00% | – | |
HR | HEALTHCARE RLTY TR | $0 | – | 1 | 0.0% | 0.00% | – | |
RFP | RESOLUTE FST PRODS INC | $0 | – | 84 | 0.0% | 0.00% | – | |
GTBP | Exit | GT BIOPHARMA INC | $0 | – | -750 | -100.0% | 0.00% | – |
TLRY | TILRAY INC | $0 | – | 25 | 0.0% | 0.00% | – | |
UNIT | UNITI GROUP INC | $0 | – | 14 | 0.0% | 0.00% | – | |
CGC | CANOPY GROWTH CORP | $0 | – | 20 | 0.0% | 0.00% | – | |
CAMBER ENERGY INC | $0 | – | 1 | 0.0% | 0.00% | – | ||
INCY | New | INCYTE CORP | $0 | – | 5 | +100.0% | 0.00% | – |
PJT | Buy | PJT PARTNERS INC | $0 | – | 8 | +300.0% | 0.00% | – |
CBRE | Buy | CBRE GROUP INCcl a | $0 | – | 8 | +300.0% | 0.00% | – |
ORLY | New | OREILLY AUTOMOTIVE INC | $0 | – | 1 | +100.0% | 0.00% | – |
NMY | Buy | NUVEEN MARYLAND QLT MUN INC | $0 | – | 0 | +100.0% | 0.00% | – |
DNOW | NOW INC | $0 | – | 50 | 0.0% | 0.00% | – | |
VDE | VANGUARD WORLD FDSenergy etf | $0 | – | 5 | 0.0% | 0.00% | – | |
BBY | BEST BUY INC | $0 | – | 2 | 0.0% | 0.00% | – | |
IJS | New | ISHARES TRsp smcp600vl etf | $0 | – | 3 | +100.0% | 0.00% | – |
SAN | BANCO SANTANDER S.A.adr | $0 | – | 124 | 0.0% | 0.00% | – | |
NAV | NAVISTAR INTL CORP NEW | $0 | – | 5 | 0.0% | 0.00% | – | |
VEC | VECTRUS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
MNST | New | MONSTER BEVERAGE CORP NEW | $0 | – | 5 | +100.0% | 0.00% | – |
ACB | Sell | AURORA CANNABIS INC | $0 | – | 16 | -52.9% | 0.00% | – |
AZPN | New | ASPEN TECHNOLOGY INC | $0 | – | 3 | +100.0% | 0.00% | – |
ARCC | ARES CAPITAL CORP | $0 | – | 11 | 0.0% | 0.00% | – | |
MICRO FOCUS INTL PLCspon adr new | $0 | – | 15 | 0.0% | 0.00% | – | ||
MT | ARCELORMITTAL SA LUXEMBOURGny registry sh | $0 | – | 25 | 0.0% | 0.00% | – | |
VRTX | VERTEX PHARMACEUTICALS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
MANT | Sell | MANTECH INTL CORPcl a | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
MSGE | MADISON SQUARE GRDN ENTERTNMcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
MSGS | MADISON SQUARE GRDN SPRT CORcl a | $0 | – | 1 | 0.0% | 0.00% | – | |
M | MACYS INC | $0 | – | 39 | 0.0% | 0.00% | – | |
LYG | LLOYDS BANKING GROUP PLCsponsored adr | $0 | – | 290 | 0.0% | 0.00% | – | |
ABEV | AMBEV SAsponsored adr | $0 | – | 158 | 0.0% | 0.00% | – | |
LNC | LINCOLN NATL CORP IND | $0 | -100.0% | 14 | 0.0% | 0.00% | -100.0% | |
AKAM | New | AKAMAI TECHNOLOGIES INC | $0 | – | 4 | +100.0% | 0.00% | – |
KEYS | New | KEYSIGHT TECHNOLOGIES INC | $0 | – | 4 | +100.0% | 0.00% | – |
YETI | YETI HLDGS INC | $0 | – | 9 | 0.0% | 0.00% | – | |
LILAK | LIBERTY LATIN AMERICA LTD | $0 | – | 8 | 0.0% | 0.00% | – | |
AMJ | JPMORGAN CHASE & COalerian ml etn | $0 | – | 33 | 0.0% | 0.00% | – | |
ALC | Exit | ALCON AG | $0 | – | -2 | -100.0% | 0.00% | – |
FTRCQ | Exit | FRONTIER COMMUNICATIONS CORP | $0 | – | -130 | -100.0% | 0.00% | – |
YUM | Exit | YUM BRANDS INC | $0 | – | -2 | -100.0% | 0.00% | – |
DXC | DXC TECHNOLOGY CO | $0 | – | 12 | 0.0% | 0.00% | – | |
XAN | EXANTAS CAP CORP | $0 | – | 3 | 0.0% | 0.00% | – | |
FDX | Exit | FEDEX CORP | $0 | – | -12 | -100.0% | -0.00% | – |
LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -11 | -100.0% | -0.00% | – |
MGA | Exit | MAGNA INTL INC | $0 | – | -50 | -100.0% | -0.00% | – |
WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -35 | -100.0% | -0.00% | – |
NVCR | Exit | NOVOCURE LTD | $0 | – | -16 | -100.0% | -0.00% | – |
NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -12 | -100.0% | -0.00% | – |
CLNY | Exit | COLONY CAP INC NEW | $0 | – | -328 | -100.0% | -0.00% | – |
BLK | Exit | BLACKROCK INC | $0 | – | -3 | -100.0% | -0.00% | – |
IR | Exit | INGERSOLL RAND INC | $0 | – | -44 | -100.0% | -0.00% | – |
LIN | Exit | LINDE PLC | $0 | – | -8 | -100.0% | -0.00% | – |
PAYX | Exit | PAYCHEX INC | $0 | – | -23 | -100.0% | -0.00% | – |
FDS | Exit | FACTSET RESH SYS INC | $0 | – | -6 | -100.0% | -0.00% | – |
APHA | Exit | AMPHENOL CORP NEWcl a | $0 | – | -200 | -100.0% | -0.00% | – |
VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -37 | -100.0% | -0.00% | – |
SNA | Exit | SNAP ON INC | $0 | – | -16 | -100.0% | -0.00% | – |
ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -10 | -100.0% | -0.00% | – |
TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -50 | -100.0% | -0.00% | – |
ANTM | Exit | ANTHEM INC | $0 | – | -10 | -100.0% | -0.00% | – |
CAH | Exit | CARDINAL HEALTH INC | $0 | – | -65 | -100.0% | -0.00% | – |
HCA | Exit | HCA HEALTHCARE INC | $0 | – | -30 | -100.0% | -0.00% | – |
GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -17 | -100.0% | -0.00% | – |
WHR | Exit | WHIRLPOOL CORP | $0 | – | -20 | -100.0% | -0.00% | – |
RS | Exit | RELIANCE STEEL & ALUMINUM CO | $0 | – | -35 | -100.0% | -0.00% | – |
PH | Exit | PARKER HANNIFIN CORP | $0 | – | -20 | -100.0% | -0.00% | – |
JAZZ | Exit | JAZZ PHARMACEUTICALS PLC | $0 | – | -30 | -100.0% | -0.00% | – |
FLBL | Exit | FRANKLIN TEMPLETON ETF TRliberty sr ln | $0 | – | -197 | -100.0% | -0.00% | – |
FSLR | Exit | FIRST SOLAR INC | $0 | – | -104 | -100.0% | -0.00% | – |
PSEC | Exit | PROSPECT CAP CORP | $0 | – | -1,055 | -100.0% | -0.00% | – |
AFL | Exit | AFLAC INC | $0 | – | -130 | -100.0% | -0.00% | – |
SLRC | Exit | SOLAR CAP LTD | $0 | – | -373 | -100.0% | -0.00% | – |
FRT | Exit | FEDERAL REALTY INVT TRsh ben int new | $0 | – | -65 | -100.0% | -0.00% | – |
WRB | Exit | BERKLEY W R CORP | $0 | – | -100 | -100.0% | -0.00% | – |
FLQL | Exit | FRANKLIN TEMPLETON ETF TRlibertyq us eqt | $0 | – | -219 | -100.0% | -0.00% | – |
BAH | Exit | BOOZ ALLEN HAMILTON HLDG CORcl a | $0 | – | -76 | -100.0% | -0.00% | – |
BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -104 | -100.0% | -0.01% | – |
DDT | Exit | DILLARDS INCcl a | $0 | – | -600 | -100.0% | -0.01% | – |
UAA | Exit | UNDER ARMOUR INCcl a | $0 | – | -1,450 | -100.0% | -0.01% | – |
REXR | Exit | REXFORD INDL RLTY INC | $0 | – | -393 | -100.0% | -0.01% | – |
WMWXF | Exit | VANECK VECTORS ETF TRmorningstar wide | $0 | – | -812 | -100.0% | -0.02% | – |
UNM | Exit | UNUM GROUP | $0 | – | -1,000 | -100.0% | -0.02% | – |
FISV | Exit | FISERV INC | $0 | – | -260 | -100.0% | -0.02% | – |
PLUG | Exit | PLUG POWER INC | $0 | – | -4,000 | -100.0% | -0.02% | – |
INO | Exit | INOVIO PHARMACEUTICALS INC | $0 | – | -1,500 | -100.0% | -0.02% | – |
SPXL | Exit | DIREXION SHS ETF TRdrx s&p500bull | $0 | – | -1,050 | -100.0% | -0.03% | – |
FTEC | Exit | FIDELITY COVINGTON TRmsci info tech i | $0 | – | -620 | -100.0% | -0.03% | – |
TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -600 | -100.0% | -0.04% | – |
MCC | Exit | MEDLEY CAP CORP | $0 | – | -93,662 | -100.0% | -0.04% | – |
CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -70 | -100.0% | -0.05% | – |
IIGV | Exit | INVESCO EXCHNG TRAD SLF INDEinvt grad valu | $0 | – | -2,716 | -100.0% | -0.05% | – |
IGEB | Exit | ISHARES TRedge invt grde | $0 | – | -1,403 | -100.0% | -0.05% | – |
VER | Exit | VEREIT INC | $0 | – | -24,512 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-11-16
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 | 2024-04-30 |
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 |
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.