$220 Million is the total value of Retirement Group, LLC's 769 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 33.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $24,197,000 | +13.5% | 94,715 | +3.0% | 10.98% | +12.2% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $14,833,000 | +10.7% | 50,027 | +6.4% | 6.73% | +9.4% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $9,300,000 | +33.2% | 113,423 | +7.7% | 4.22% | +31.7% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $8,794,000 | +28.9% | 134,404 | +9.4% | 3.99% | +27.4% |
| CVX | Buy | CHEVRON CORP NEW | $7,540,000 | +67.5% | 71,955 | +35.0% | 3.42% | +65.6% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $6,954,000 | +18.7% | 95,365 | +4.5% | 3.16% | +17.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $5,367,000 | -16.1% | 13,543 | -20.8% | 2.44% | -17.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,243,000 | +4.3% | 16,429 | +2.5% | 2.38% | +3.1% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $5,194,000 | +12568.3% | 38,344 | +14591.2% | 2.36% | +12310.5% |
| CAT | Sell | CATERPILLAR INC | $5,144,000 | +27.0% | 22,184 | -0.3% | 2.34% | +25.5% |
| AMZN | Buy | AMAZON COM INC | $5,006,000 | +4.4% | 1,618 | +9.8% | 2.27% | +3.1% |
| XOM | Sell | EXXON MOBIL CORP | $4,792,000 | +20.1% | 85,826 | -11.4% | 2.18% | +18.7% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $3,968,000 | +24.5% | 196,936 | +24.7% | 1.80% | +23.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,951,000 | -9.5% | 9,933 | -14.6% | 1.79% | -10.5% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $3,946,000 | +1.0% | 15,351 | -0.2% | 1.79% | -0.2% |
| NVDA | Buy | NVIDIA CORPORATION | $3,701,000 | +9.5% | 6,932 | +7.1% | 1.68% | +8.2% |
| AAPL | Sell | APPLE INC | $3,195,000 | -43.4% | 26,152 | -38.5% | 1.45% | -44.0% |
| T | Sell | A T & T INC | $3,184,000 | +4.7% | 105,176 | -0.5% | 1.44% | +3.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,861,000 | +16.3% | 21,766 | +2.3% | 1.30% | +15.1% |
| MSFT | Buy | MICROSOFT CORP | $2,770,000 | +17.0% | 11,747 | +10.4% | 1.26% | +15.6% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,598,000 | +1929.7% | 52,948 | +1456.4% | 1.18% | +1898.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,132,000 | +3.8% | 14,498 | -0.4% | 0.97% | +2.7% |
| JEF | Sell | JEFFERIES FINL GROUP INC | $2,071,000 | +3.0% | 68,809 | -15.8% | 0.94% | +1.8% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $2,065,000 | +69.4% | 43,120 | +68.6% | 0.94% | +67.3% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $2,028,000 | +14.5% | 37,592 | +19.8% | 0.92% | +13.2% |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $1,952,000 | -10.0% | 43,872 | -16.5% | 0.89% | -11.0% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $1,941,000 | -2.3% | 129,404 | -0.6% | 0.88% | -3.4% |
| IGSB | Buy | ISHARES TR | $1,772,000 | +14.1% | 32,412 | +16.2% | 0.80% | +12.8% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $1,624,000 | +13.1% | 16,794 | +6.4% | 0.74% | +11.8% |
| SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $1,390,000 | +126.8% | 30,381 | +126.2% | 0.63% | +124.6% |
| DGRO | Buy | ISHARES TRcore div grwth | $1,358,000 | +11.3% | 28,138 | +3.3% | 0.62% | +10.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,279,000 | +5.1% | 6,188 | -1.0% | 0.58% | +3.9% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $1,224,000 | +34.4% | 21,858 | +38.3% | 0.56% | +33.0% |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $1,226,000 | +71.9% | 64,943 | +74.9% | 0.56% | +70.0% |
| AMD | Buy | ADVANCED MICRO DEVIC | $1,167,000 | +115.3% | 14,860 | +151.9% | 0.53% | +112.9% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,156,000 | +1.1% | 23,530 | -2.9% | 0.52% | 0.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,150,000 | +7.4% | 5,207 | -4.7% | 0.52% | +6.1% |
| SPSB | Sell | SPDR SER TRportfolio short | $1,066,000 | -4.6% | 34,051 | -3.5% | 0.48% | -5.7% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $1,019,000 | +12.2% | 19,685 | +13.1% | 0.46% | +11.0% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $963,000 | +9.6% | 41,365 | +10.8% | 0.44% | +8.2% |
| VLUE | Buy | ISHARES TRmsci usa value | $899,000 | +24.9% | 8,779 | +5.9% | 0.41% | +23.3% |
| GLD | Buy | SPDR GOLD TR | $833,000 | +1600.0% | 5,207 | +1793.5% | 0.38% | +1543.5% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $829,000 | +23.9% | 1,744 | +30.2% | 0.38% | +22.5% |
| FLTB | Buy | FIDELITY MERRIMACK STR TRltd trm bd etf | $812,000 | +36.9% | 15,539 | +38.4% | 0.37% | +35.7% |
| PCI | New | PIMCO DYNAMIC CR INCOME FD | $805,000 | – | 36,132 | +100.0% | 0.36% | – |
| SGOL | Sell | ABERDEEN STD GOLD ETF TR | $788,000 | -28.0% | 48,020 | -19.8% | 0.36% | -28.7% |
| SIVR | Sell | ABERDEEN STD SILVER ETF TR | $787,000 | -18.7% | 33,315 | -12.1% | 0.36% | -19.8% |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $785,000 | +220.4% | 24,158 | +254.7% | 0.36% | +215.0% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $776,000 | -5.8% | 4,822 | -5.7% | 0.35% | -6.9% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $738,000 | +17.9% | 11,303 | +7.3% | 0.34% | +16.7% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $732,000 | +7.3% | 11,976 | +17.6% | 0.33% | +6.1% |
| COP | Sell | CONOCOPHILLIPS | $721,000 | -0.1% | 13,614 | -24.6% | 0.33% | -1.5% |
| PGHY | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $689,000 | -0.3% | 31,160 | 0.0% | 0.31% | -1.3% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $678,000 | +10.4% | 6,710 | 0.0% | 0.31% | +9.2% | |
| VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $655,000 | +164.1% | 25,325 | +164.7% | 0.30% | +160.5% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $653,000 | +13.4% | 2,510 | +0.0% | 0.30% | +11.7% |
| PFFD | New | GLOBAL X FDSus pfd etf | $648,000 | – | 25,400 | +100.0% | 0.29% | – |
| AFIN | AMERICAN FIN TR INC | $622,000 | +32.3% | 63,380 | 0.0% | 0.28% | +30.6% | |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $611,000 | +3.9% | 16,249 | -0.6% | 0.28% | +2.6% |
| TSLA | Buy | TESLA INC | $599,000 | +9.1% | 896 | +15.0% | 0.27% | +7.9% |
| OGIG | Buy | OSI ETF TR | $592,000 | +45.1% | 11,366 | +51.1% | 0.27% | +43.9% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $584,000 | -5.2% | 4,493 | +0.8% | 0.26% | -6.4% |
| ETV | EATON VANCE TAX-MANAGED BUY- | $582,000 | +1.0% | 37,572 | 0.0% | 0.26% | -0.4% | |
| O | Buy | REALTY INCOME CORP | $558,000 | +32.5% | 8,790 | +29.6% | 0.25% | +31.1% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $556,000 | +21.4% | 10,979 | +2.8% | 0.25% | +20.0% |
| DKNG | Buy | DRAFTKINGS INC | $530,000 | +50.6% | 8,638 | +14.0% | 0.24% | +48.8% |
| FB | Buy | FACEBOOK INCcl a | $528,000 | +12.8% | 1,793 | +4.5% | 0.24% | +11.6% |
| AGGY | Buy | WISDOMTREE TRyield enhancd us | $524,000 | -2.6% | 10,244 | +2.2% | 0.24% | -3.6% |
| PFXF | Buy | VANECK VECTORS ETF TRpfd secs ex finl | $516,000 | +5060.0% | 24,800 | +4860.0% | 0.23% | +4580.0% |
| VEEV | Sell | VEEVA SYS INC | $516,000 | -5.0% | 1,977 | -0.9% | 0.23% | -6.0% |
| HON | Sell | HONEYWELL INTL INC | $514,000 | +0.6% | 2,369 | -1.5% | 0.23% | -0.9% |
| DXCM | Buy | DEXCOM INC | $502,000 | -1.2% | 1,396 | +2.0% | 0.23% | -2.1% |
| BW | New | BABCOCK & WILCOX ENTERPRISES | $496,000 | – | 18,717 | +100.0% | 0.22% | – |
| PSX | Sell | PHILLIPS 66 | $477,000 | -17.8% | 5,849 | -29.5% | 0.22% | -18.4% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $473,000 | -0.4% | 6,475 | +0.0% | 0.22% | -1.4% |
| SHY | ISHARES TR1 3 yr treas bd | $456,000 | 0.0% | 5,284 | 0.0% | 0.21% | -1.0% | |
| PFF | Sell | ISHARES TRpfd and incm sec | $454,000 | -2.6% | 11,810 | -2.4% | 0.21% | -3.7% |
| IVLU | Buy | ISHARES TRmsci intl vlu ft | $443,000 | +16.0% | 17,533 | +4.4% | 0.20% | +14.9% |
| GIGE | New | TIDAL ETF TRsofi gig etf | $433,000 | – | 11,564 | +100.0% | 0.20% | – |
| BYND | Buy | BEYOND MEAT INC | $418,000 | +8.3% | 3,214 | +4.1% | 0.19% | +7.3% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $416,000 | +3.7% | 9,091 | +2.8% | 0.19% | +2.7% |
| INTC | Sell | INTEL CORP | $410,000 | +26.5% | 6,413 | -1.6% | 0.19% | +24.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $402,000 | +35.8% | 1,654 | +30.9% | 0.18% | +33.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $389,000 | +26.3% | 188 | +6.8% | 0.18% | +25.5% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $382,000 | +0.8% | 7,439 | +0.7% | 0.17% | -0.6% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $361,000 | -10.9% | 489 | -1.4% | 0.16% | -11.8% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $352,000 | +6.7% | 2,642 | +0.6% | 0.16% | +5.3% |
| FLRN | Buy | SPDR SER TRblomberg brc inv | $349,000 | +12.9% | 11,390 | +12.7% | 0.16% | +11.3% |
| RDIV | Sell | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $343,000 | +15.1% | 8,614 | -2.6% | 0.16% | +13.9% |
| WM | Sell | WASTE MGMT INC DEL | $333,000 | -0.3% | 2,581 | -9.0% | 0.15% | -1.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $330,000 | +371.4% | 2,896 | +386.7% | 0.15% | +368.8% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $325,000 | +18.6% | 7,921 | +9.5% | 0.15% | +17.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $326,000 | +29.4% | 158 | +9.7% | 0.15% | +27.6% |
| BX | Sell | BLACKSTONE GROUP INC | $324,000 | +5.9% | 4,351 | -7.9% | 0.15% | +4.3% |
| PCG | Sell | PG&E CORP | $322,000 | -30.8% | 27,511 | -26.3% | 0.15% | -31.8% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $320,000 | -16.4% | 6,337 | -16.4% | 0.14% | -17.6% |
| CMBM | Buy | CAMBIUM NETWORKS CORP | $306,000 | +101.3% | 6,545 | +7.4% | 0.14% | +98.6% |
| SPHY | SPDR SER TRportfli high yld | $303,000 | +0.3% | 11,411 | 0.0% | 0.14% | -0.7% | |
| SHOP | SHOPIFY INCcl a | $302,000 | -2.3% | 273 | 0.0% | 0.14% | -3.5% | |
| CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $300,000 | -10.4% | 3,594 | -11.3% | 0.14% | -11.7% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $297,000 | +7.6% | 3,984 | -1.8% | 0.14% | +6.3% |
| BAC | Sell | BK OF AMERICA CORP | $295,000 | +20.9% | 7,618 | -5.4% | 0.13% | +19.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $290,000 | +1.4% | 4,984 | +2.1% | 0.13% | +0.8% |
| ARKK | New | ARK ETF TRinnovation etf | $286,000 | – | 2,382 | +100.0% | 0.13% | – |
| PCEF | Buy | INVESCO EXCH TRADED FD TR II | $283,000 | +8.8% | 12,168 | +4.6% | 0.13% | +7.6% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $281,000 | +73.5% | 2,822 | +33.0% | 0.13% | +73.0% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $271,000 | +1.5% | 3,107 | +1.5% | 0.12% | 0.0% |
| ETB | EATON VANCE TAX MNGED BUY WR | $264,000 | +5.2% | 16,741 | 0.0% | 0.12% | +4.3% | |
| SCHR | Sell | SCHWAB STRATEGIC TRintrm trm tres | $261,000 | -5.1% | 4,620 | -2.2% | 0.12% | -6.3% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $257,000 | +11.7% | 8,086 | +7.4% | 0.12% | +10.4% |
| NKE | Buy | NIKE INCcl b | $255,000 | -5.2% | 1,918 | +0.8% | 0.12% | -6.5% |
| MO | Sell | ALTRIA GROUP INC | $253,000 | +13.5% | 4,937 | -9.6% | 0.12% | +12.7% |
| PODD | Sell | INSULET CORP | $253,000 | -2.3% | 969 | -4.1% | 0.12% | -3.4% |
| WPM | WHEATON PRECIOUS METALS CORP | $245,000 | -8.2% | 6,417 | 0.0% | 0.11% | -9.8% | |
| ARKW | New | ARK ETF TRnext gnrtn inter | $235,000 | – | 1,597 | +100.0% | 0.11% | – |
| USMV | Sell | ISHARES TRmsci usa min vol | $236,000 | -43.8% | 3,417 | -44.8% | 0.11% | -44.6% |
| ARKF | New | ARK ETF TRfintech innova | $236,000 | – | 4,614 | +100.0% | 0.11% | – |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $233,000 | +5.0% | 2,400 | 0.0% | 0.11% | +3.9% | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $230,000 | -5.7% | 26,220 | 0.0% | 0.10% | -7.1% | |
| ESGU | Buy | ISHARES TResg awr msci usa | $226,000 | +6.1% | 2,486 | +0.0% | 0.10% | +5.1% |
| LAZR | Sell | LUMINAR TECHNOLOGIES INC | $228,000 | -29.4% | 9,390 | -4.8% | 0.10% | -30.4% |
| HNDL | New | STRATEGY SHSns 7handl idx | $223,000 | – | 9,000 | +100.0% | 0.10% | – |
| IVE | Buy | ISHARES TRs&p 500 val etf | $213,000 | +10.4% | 1,511 | +0.1% | 0.10% | +9.0% |
| DVY | Sell | ISHARES TRselect divid etf | $214,000 | +10.3% | 1,872 | -7.5% | 0.10% | +9.0% |
| ARKQ | New | ARK ETF TRautnmus technlgy | $212,000 | – | 2,531 | +100.0% | 0.10% | – |
| BP | Sell | BP PLCsponsored adr | $211,000 | +15.3% | 8,684 | -3.0% | 0.10% | +14.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $211,000 | +2.4% | 1,591 | +0.1% | 0.10% | +1.1% |
| VRIG | Sell | INVESCO ACTIVELY MANAGED ETFvar rate invt | $212,000 | -1.4% | 8,453 | -2.2% | 0.10% | -3.0% |
| BA | Sell | BOEING CO | $208,000 | -15.8% | 815 | -29.4% | 0.09% | -16.8% |
| ARKG | New | ARK ETF TRgenomic rev etf | $206,000 | – | 2,323 | +100.0% | 0.09% | – |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $205,000 | -30.5% | 576 | -30.4% | 0.09% | -31.1% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $193,000 | +70.8% | 2,830 | +68.5% | 0.09% | +69.2% |
| SHAG | Sell | WISDOMTREE TRyield enhanced | $191,000 | -15.5% | 3,754 | -14.7% | 0.09% | -16.3% |
| SLV | ISHARES SILVER TRishares | $192,000 | -7.7% | 8,473 | 0.0% | 0.09% | -9.4% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $191,000 | +13.0% | 8,680 | +0.2% | 0.09% | +11.5% |
| YYY | AMPLIFY ETF TR | $190,000 | +5.0% | 11,370 | 0.0% | 0.09% | +3.6% | |
| SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $189,000 | -6.0% | 4,401 | -18.1% | 0.09% | -6.5% |
| WDIV | Buy | SPDR INDEX SHS FDSs&p glbdiv etf | $185,000 | +17.8% | 2,806 | +7.7% | 0.08% | +16.7% |
| ABBV | Buy | ABBVIE INC | $186,000 | +7.5% | 1,721 | +6.6% | 0.08% | +6.3% |
| GE | Buy | GENERAL ELECTRIC CO | $182,000 | +49.2% | 13,848 | +21.8% | 0.08% | +48.2% |
| FIBR | Buy | ISHARES TRu.s. fixed incme | $181,000 | -2.2% | 1,815 | +0.3% | 0.08% | -3.5% |
| ADI | ANALOG DEVICES INC | $178,000 | +5.3% | 1,146 | 0.0% | 0.08% | +3.8% | |
| WMT | Buy | WALMART INC | $175,000 | -1.1% | 1,290 | +4.9% | 0.08% | -2.5% |
| VGT | VANGUARD WORLD FDSinf tech etf | $175,000 | +1.7% | 488 | 0.0% | 0.08% | 0.0% | |
| IGHG | PROSHARES TRinvt int rt hg | $175,000 | +2.3% | 2,276 | 0.0% | 0.08% | 0.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $171,000 | +1.2% | 519 | 0.0% | 0.08% | 0.0% | |
| VER | Sell | VEREIT INC | $170,000 | -6.1% | 4,394 | -8.3% | 0.08% | -7.2% |
| IGBH | Buy | ISHARES U S ETF TRint rt hd long | $168,000 | +3.1% | 6,583 | +0.2% | 0.08% | +1.3% |
| TNDM | Sell | TANDEM DIABETES CARE INC | $162,000 | -19.8% | 1,835 | -8.2% | 0.07% | -20.4% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $163,000 | +56.7% | 1,862 | +46.5% | 0.07% | +54.2% |
| ETJ | Buy | EATON VANCE RISK-MANAGED DIV | $156,000 | +372.7% | 14,505 | +346.3% | 0.07% | +373.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $154,000 | +15.8% | 937 | +11.2% | 0.07% | +14.8% |
| XSLV | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $143,000 | +12.6% | 3,122 | +0.1% | 0.06% | +12.1% |
| IBDR | Buy | ISHARES TRibonds dec2026 | $140,000 | -0.7% | 5,327 | +2.6% | 0.06% | -1.5% |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $140,000 | – | 1,840 | +100.0% | 0.06% | – |
| LOW | Buy | LOWES COS INC | $138,000 | +25.5% | 724 | +5.5% | 0.06% | +23.5% |
| Sell | MEDLEY CAP CORP | $134,000 | +5.5% | 4,071 | -10.0% | 0.06% | +5.2% | |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $134,000 | +14.5% | 2,353 | +0.6% | 0.06% | +13.0% |
| IWP | ISHARES TRrus md cp gr etf | $135,000 | -0.7% | 1,327 | 0.0% | 0.06% | -1.6% | |
| GHYG | ISHARES INCus intl hgh yld | $128,000 | -0.8% | 2,544 | 0.0% | 0.06% | -1.7% | |
| IBDQ | Sell | ISHARES TRibonds dec25 etf | $127,000 | -17.5% | 4,727 | -16.1% | 0.06% | -18.3% |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $127,000 | -31.4% | 4,000 | 0.0% | 0.06% | -31.8% | |
| DIS | Buy | WALT DISNEY CO | $126,000 | +12.5% | 680 | +9.3% | 0.06% | +11.8% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $124,000 | -3.1% | 1,353 | -10.2% | 0.06% | -5.1% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $121,000 | -1.6% | 1,258 | -7.5% | 0.06% | -1.8% |
| MOAT | Buy | VANECK VECTORS ETF TRmorningstar wide | $120,000 | +12.1% | 1,735 | +0.1% | 0.05% | +10.2% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $117,000 | +265.6% | 3,040 | +203.7% | 0.05% | +253.3% |
| PFE | Sell | PFIZER INC | $117,000 | -15.2% | 3,218 | -14.5% | 0.05% | -15.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $117,000 | +27.2% | 1,075 | +6.6% | 0.05% | +26.2% |
| IXN | Buy | ISHARES TRglobal tech etf | $115,000 | +30.7% | 374 | +26.4% | 0.05% | +30.0% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $110,000 | +0.9% | 1,946 | +0.6% | 0.05% | 0.0% |
| DSI | ISHARES TRmsci kld400 soc | $110,000 | +7.8% | 1,434 | 0.0% | 0.05% | +6.4% | |
| DHR | Buy | DANAHER CORPORATION | $111,000 | +12.1% | 492 | +9.8% | 0.05% | +11.1% |
| VCR | VANGUARD WORLD FDSconsum dis etf | $109,000 | +7.9% | 368 | 0.0% | 0.05% | +6.5% | |
| QUAL | ISHARES TRmsci usa qlt fct | $107,000 | +4.9% | 880 | 0.0% | 0.05% | +4.3% | |
| AMAT | Sell | APPLIED MATLS INC | $107,000 | +57.4% | 797 | -0.3% | 0.05% | +58.1% |
| LGLV | Sell | SPDR SER TRssga us lrg etf | $106,000 | -3.6% | 849 | -8.0% | 0.05% | -5.9% |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $105,000 | +114.3% | 859 | +165.9% | 0.05% | +108.7% |
| DEM | WISDOMTREE TRemer mkt high fd | $105,000 | +8.2% | 2,372 | 0.0% | 0.05% | +6.7% | |
| DLR | Buy | DIGITAL RLTY TR INC | $104,000 | +3.0% | 738 | +1.5% | 0.05% | +2.2% |
| PM | PHILIP MORRIS INTL INC | $103,000 | +7.3% | 1,163 | 0.0% | 0.05% | +6.8% | |
| MU | Buy | MICRON TECHNOLOGY INC | $101,000 | +24.7% | 1,143 | +5.5% | 0.05% | +24.3% |
| MMM | Buy | 3M CO | $102,000 | +10.9% | 530 | +0.2% | 0.05% | +9.5% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $101,000 | +1.0% | 782 | +0.1% | 0.05% | 0.0% |
| AMGN | Sell | AMGEN INC | $101,000 | -2.9% | 404 | -11.0% | 0.05% | -4.2% |
| IBDV | Buy | ISHARES TRibonds dec 2030 | $100,000 | -3.8% | 4,034 | +1.5% | 0.04% | -6.2% |
| SOXX | Buy | ISHARES TRphlx semicnd etf | $100,000 | +222.6% | 237 | +185.5% | 0.04% | +221.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $99,000 | +2.1% | 1,522 | +0.1% | 0.04% | 0.0% |
| TFC | New | TRUIST FINL CORP | $97,000 | – | 1,662 | +100.0% | 0.04% | – |
| ESCR | Sell | DBX ETF TRxtrck blombrg ba | $98,000 | -36.4% | 4,531 | -32.8% | 0.04% | -38.0% |
| IBDU | Sell | ISHARES TRibonds dec 29 | $95,000 | -18.8% | 3,635 | -14.8% | 0.04% | -20.4% |
| SDY | Buy | SPDR SER TRs&p divid etf | $94,000 | +27.0% | 796 | +14.0% | 0.04% | +26.5% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $94,000 | +70.9% | 1,112 | +78.2% | 0.04% | +72.0% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $92,000 | +5.7% | 3,030 | -11.6% | 0.04% | +5.0% |
| LQDH | Sell | ISHARES U S ETF TRint rt hdg c b | $93,000 | -21.2% | 964 | -22.5% | 0.04% | -22.2% |
| ENB | Buy | ENBRIDGE INC | $92,000 | +155.6% | 2,515 | +121.6% | 0.04% | +147.1% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $93,000 | +257.7% | 1,082 | +224.9% | 0.04% | +250.0% |
| JHMC | JOHN HANCOCK EXCHANGE TRADEDmultifactor co | $90,000 | +150.0% | 1,800 | 0.0% | 0.04% | +141.2% | |
| IBDP | Sell | ISHARES TRibonds dec24 etf | $88,000 | -9.3% | 3,342 | -4.0% | 0.04% | -11.1% |
| IBUY | Sell | AMPLIFY ETF TRonlin retl etf | $88,000 | -45.0% | 705 | -49.6% | 0.04% | -45.2% |
| BIIB | BIOGEN INC | $89,000 | +15.6% | 317 | 0.0% | 0.04% | +14.3% | |
| NOC | Sell | NORTHROP GRUMMAN CORP | $86,000 | +4.9% | 267 | -0.7% | 0.04% | +2.6% |
| IBDT | Sell | ISHARES TRibds dec28 etf | $86,000 | -34.8% | 3,036 | -32.1% | 0.04% | -36.1% |
| GNL | Sell | GLOBAL NET LEASE INC | $86,000 | -6.5% | 4,746 | -12.3% | 0.04% | -7.1% |
| IBMQ | Buy | ISHARES TRibonds dec 28 | $83,000 | -1.2% | 3,072 | +0.2% | 0.04% | -2.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $84,000 | +13.5% | 1,168 | +9.0% | 0.04% | +11.8% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $84,000 | -96.5% | 255 | -96.8% | 0.04% | -96.6% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $83,000 | – | 2,037 | +63.0% | 0.04% | – |
| V | Sell | VISA INC | $84,000 | -42.1% | 396 | -40.3% | 0.04% | -43.3% |
| AEE | AMEREN CORP | $81,000 | +5.2% | 994 | 0.0% | 0.04% | +5.7% | |
| RYTM | RHYTHM PHARMACEUTICALS INC | $81,000 | -28.3% | 3,812 | 0.0% | 0.04% | -28.8% | |
| ETY | Buy | EATON VANCE TAX-MANAGED DIVE | $81,000 | +17.4% | 6,376 | +12.7% | 0.04% | +15.6% |
| KEY | KEYCORP | $81,000 | +22.7% | 4,050 | 0.0% | 0.04% | +23.3% | |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $79,000 | +17.9% | 583 | +3.4% | 0.04% | +16.1% |
| SBUX | Sell | STARBUCKS CORP | $80,000 | -14.0% | 730 | -16.1% | 0.04% | -16.3% |
| HYZD | WISDOMTREE TRhedged hi yld bd | $78,000 | +2.6% | 3,520 | 0.0% | 0.04% | 0.0% | |
| IBDO | Sell | ISHARES TRibonds dec23 etf | $77,000 | -4.9% | 2,955 | -5.1% | 0.04% | -5.4% |
| BNGO | Buy | BIONANO GENOMICS INC | $77,000 | +156.7% | 9,500 | +5.6% | 0.04% | +150.0% |
| ESGE | ISHARES INCesg awr msci em | $74,000 | +4.2% | 1,703 | 0.0% | 0.03% | +3.0% | |
| IJT | ISHARES TRs&p sml 600 gwt | $75,000 | +13.6% | 582 | 0.0% | 0.03% | +13.3% | |
| INDS | Buy | PACER FDS TRbnchmrk indstr | $76,000 | +26.7% | 1,951 | +19.0% | 0.03% | +21.4% |
| DON | WISDOMTREE TRus midcap divid | $74,000 | +15.6% | 1,840 | 0.0% | 0.03% | +17.2% | |
| REET | Buy | ISHARES TRglobal reit etf | $76,000 | +24.6% | 3,000 | +15.8% | 0.03% | +21.4% |
| XHB | Buy | SPDR SER TRs&p homebuild | $75,000 | +1400.0% | 1,060 | +1015.8% | 0.03% | +1600.0% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $72,000 | +7.5% | 2,113 | -8.2% | 0.03% | +6.5% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $72,000 | +26.3% | 436 | +8.2% | 0.03% | +26.9% |
| SNOW | Buy | SNOWFLAKE INCcl a | $73,000 | -7.6% | 319 | +12.7% | 0.03% | -8.3% |
| XNTK | Sell | SPDR SER TRnyse tech etf | $72,000 | -63.5% | 500 | -64.3% | 0.03% | -63.3% |
| ILTB | Buy | ISHARES TRcore lt usdb etf | $72,000 | -8.9% | 1,046 | +0.6% | 0.03% | -8.3% |
| NUMV | NUSHARES ETF TRnuveen esg midvl | $71,000 | +16.4% | 2,050 | 0.0% | 0.03% | +14.3% | |
| PFM | Buy | INVESCO EXCHANGE TRADED FD Tdivid achievev | $71,000 | +22.4% | 2,049 | +14.5% | 0.03% | +18.5% |
| IBDN | Sell | ISHARES TRibonds dec22 etf | $70,000 | 0.0% | 2,738 | -0.1% | 0.03% | 0.0% |
| EMR | Sell | EMERSON ELEC CO | $70,000 | -2.8% | 775 | -13.9% | 0.03% | -3.0% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $68,000 | +11.5% | 1,086 | +6.6% | 0.03% | +10.7% |
| MCD | Sell | MCDONALDS CORP | $69,000 | -45.7% | 309 | -48.0% | 0.03% | -46.6% |
| CSCO | Sell | CISCO SYS INC | $67,000 | +11.7% | 1,300 | -3.7% | 0.03% | +7.1% |
| PLD | Buy | PROLOGIS INC. | $66,000 | +6.5% | 623 | +0.5% | 0.03% | +7.1% |
| HYEM | VANECK VECTORS ETF TRemerging mkts hi | $65,000 | 0.0% | 2,735 | 0.0% | 0.03% | 0.0% | |
| LVS | Sell | LAS VEGAS SANDS CORP | $66,000 | -14.3% | 1,080 | -16.9% | 0.03% | -14.3% |
| FMAT | FIDELITY COVINGTON TRUSTmsci matls index | $66,000 | +10.0% | 1,500 | 0.0% | 0.03% | +7.1% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $67,000 | -23.9% | 303 | -29.4% | 0.03% | -25.0% |
| EFG | ISHARES TReafe grwth etf | $67,000 | 0.0% | 664 | 0.0% | 0.03% | -3.2% | |
| EXG | EATON VANCE TAX-MANAGED GLOB | $64,000 | +6.7% | 6,882 | 0.0% | 0.03% | +3.6% | |
| IBDS | Sell | ISHARES TRibonds 27 etf | $63,000 | -53.0% | 2,376 | -46.4% | 0.03% | -53.2% |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $63,000 | +12.5% | 8,250 | 0.0% | 0.03% | +11.5% | |
| SR | SPIRE INC | $64,000 | +16.4% | 860 | 0.0% | 0.03% | +16.0% | |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $63,000 | -40.6% | 1,263 | -40.3% | 0.03% | -40.8% |
| VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $64,000 | -7.2% | 630 | 0.0% | 0.03% | -9.4% | |
| ETW | Buy | EATON VANCE TAX-MANAGED GLOB | $62,000 | +14.8% | 5,985 | +5.5% | 0.03% | +12.0% |
| IYLD | Sell | ISHARES TRmrngstr inc etf | $61,000 | -31.5% | 2,600 | -29.7% | 0.03% | -31.7% |
| NUSC | NUSHARES ETF TRnuveen esg smlcp | $62,000 | +14.8% | 1,430 | 0.0% | 0.03% | +12.0% | |
| SIZE | ISHARES TRmsci usa sze ft | $61,000 | +8.9% | 504 | 0.0% | 0.03% | +7.7% | |
| USB | Sell | US BANCORP DEL | $62,000 | +5.1% | 1,127 | -11.7% | 0.03% | +3.7% |
| IRM | Sell | IRON MTN INC NEW | $59,000 | -24.4% | 1,598 | -40.1% | 0.03% | -25.0% |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $60,000 | +11.1% | 1,138 | +0.1% | 0.03% | +8.0% |
| CZA | Sell | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $59,000 | -60.4% | 704 | -64.2% | 0.03% | -60.3% |
| IXP | Buy | ISHARES TR | $59,000 | +20.4% | 740 | +10.3% | 0.03% | +17.4% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $57,000 | +42.5% | 251 | +26.8% | 0.03% | +44.4% |
| EXC | EXELON CORP | $58,000 | +3.6% | 1,327 | 0.0% | 0.03% | 0.0% | |
| U | Buy | UNITY SOFTWARE INC | $58,000 | +728.6% | 581 | +1136.2% | 0.03% | +766.7% |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $58,000 | +11.5% | 1,793 | 0.0% | 0.03% | +8.3% | |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $57,000 | +7.5% | 621 | +0.2% | 0.03% | +8.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $55,000 | -90.5% | 148 | -90.9% | 0.02% | -90.6% |
| ORGO | New | ORGANOGENESIS HLDGS INC | $54,000 | – | 2,955 | +100.0% | 0.02% | – |
| LRCX | Buy | LAM RESEARCH CORP | $56,000 | +33.3% | 94 | +42.4% | 0.02% | +31.6% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $55,000 | +5.8% | 873 | +0.2% | 0.02% | +4.2% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $54,000 | +17.4% | 650 | +13.0% | 0.02% | +19.0% |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $56,000 | +16.7% | 649 | +0.5% | 0.02% | +13.6% |
| PLUG | Sell | PLUG POWER INC | $54,000 | -19.4% | 1,500 | -25.0% | 0.02% | -19.4% |
| SKLZ | Buy | SKILLZ INC | $52,000 | +5100.0% | 2,752 | +4564.4% | 0.02% | – |
| DJD | Buy | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $52,000 | +15.6% | 1,201 | +0.8% | 0.02% | +14.3% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $52,000 | +18.2% | 820 | +14.5% | 0.02% | +20.0% |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $52,000 | +30.0% | 1,931 | 0.0% | 0.02% | +33.3% | |
| VCRA | Buy | VOCERA COMMUNICATIONS INC | $53,000 | +51.4% | 1,383 | +64.4% | 0.02% | +50.0% |
| WRK | Buy | WESTROCK CO | $53,000 | +23.3% | 1,009 | +0.5% | 0.02% | +20.0% |
| IYW | Buy | ISHARES TRu.s. tech etf | $50,000 | +4.2% | 573 | +0.2% | 0.02% | +4.5% |
| IWS | ISHARES TRrus mdcp val etf | $51,000 | +15.9% | 463 | 0.0% | 0.02% | +15.0% | |
| JETS | Buy | JETBLUE AWYS CORP | $51,000 | +363.6% | 1,900 | +280.0% | 0.02% | +360.0% |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $50,000 | +4.2% | 959 | 0.0% | 0.02% | +4.5% | |
| QS | Sell | QUANTUMSCAPE CORP | $51,000 | -97.9% | 1,149 | -96.1% | 0.02% | -98.0% |
| HYHG | PROSHARES TRhgh yld int rate | $50,000 | +4.2% | 785 | 0.0% | 0.02% | +4.5% | |
| F | Sell | FORD MTR CO DEL | $49,000 | -37.2% | 3,964 | -55.4% | 0.02% | -38.9% |
| VNOM | VIPER ENERGY PARTNERS LP | $48,000 | +26.3% | 3,300 | 0.0% | 0.02% | +29.4% | |
| KMI | Buy | KINDER MORGAN INC DEL | $49,000 | +122.7% | 2,921 | +77.9% | 0.02% | +120.0% |
| VDE | VANGUARD WORLD FDSenergy etf | $46,000 | +31.4% | 679 | 0.0% | 0.02% | +31.2% | |
| HD | Sell | HOME DEPOT INC | $47,000 | -44.0% | 153 | -51.7% | 0.02% | -46.2% |
| ESGN | COLUMBIA ETF TR Isustnble intl | $47,000 | +11.9% | 1,696 | 0.0% | 0.02% | +10.5% | |
| VHT | VANGUARD WORLD FDShealth car etf | $46,000 | +4.5% | 200 | 0.0% | 0.02% | +5.0% | |
| SCZ | Sell | ISHARES TReafe sml cp etf | $47,000 | -14.5% | 657 | -18.6% | 0.02% | -16.0% |
| IEMG | Sell | ISHARES INCcore msci emkt | $47,000 | -28.8% | 726 | -31.9% | 0.02% | -30.0% |
| RZV | Sell | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $45,000 | -2.2% | 514 | -26.3% | 0.02% | -4.8% |
| LUV | Sell | SOUTHWEST AIRLS CO | $45,000 | -35.7% | 739 | -51.0% | 0.02% | -37.5% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $43,000 | -2.3% | 822 | +0.5% | 0.02% | 0.0% |
| SPB | Sell | SPECTRUM BRANDS HLDGS INC NE | $44,000 | -54.6% | 515 | -58.3% | 0.02% | -55.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $44,000 | -18.5% | 125 | -13.2% | 0.02% | -20.0% |
| TGT | Sell | TARGET CORP | $45,000 | +7.1% | 229 | -5.0% | 0.02% | +5.3% |
| HAL | Sell | HALLIBURTON CO | $43,000 | +13.2% | 2,000 | -1.6% | 0.02% | +17.6% |
| EFV | Buy | ISHARES TReafe value etf | $45,000 | +542.9% | 882 | +488.0% | 0.02% | +566.7% |
| PBI | PITNEY BOWES INC | $41,000 | +36.7% | 5,000 | 0.0% | 0.02% | +35.7% | |
| NTAP | NETAPP INC | $41,000 | +10.8% | 567 | 0.0% | 0.02% | +11.8% | |
| COR | Sell | CORESITE RLTY CORP | $42,000 | -32.3% | 350 | -17.8% | 0.02% | -32.1% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $41,000 | -4.7% | 364 | +0.3% | 0.02% | -5.0% |
| OCGN | Sell | OCUGEN INC | $41,000 | +583.3% | 6,000 | -14.3% | 0.02% | +533.3% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $41,000 | +5.1% | 711 | +0.4% | 0.02% | +5.6% |
| NTLA | INTELLIA THERAPEUTICS INC | $40,000 | +48.1% | 500 | 0.0% | 0.02% | +50.0% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $39,000 | -2.5% | 420 | +0.2% | 0.02% | 0.0% |
| QQQJ | Buy | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $40,000 | +3900.0% | 1,260 | +2420.0% | 0.02% | – |
| MDT | Buy | MEDTRONIC PLC | $39,000 | -2.5% | 330 | +2.2% | 0.02% | 0.0% |
| RBLX | New | ROBLOX CORPcl a | $40,000 | – | 623 | +100.0% | 0.02% | – |
| RNLX | New | RENALYTIX AI PLCads | $39,000 | – | 3,150 | +100.0% | 0.02% | – |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $38,000 | -9.5% | 2,829 | 0.0% | 0.02% | -10.5% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $37,000 | +270.0% | 684 | +240.3% | 0.02% | +240.0% |
| CN | Buy | DBX ETF TRxtrack msci chna | $37,000 | +19.4% | 822 | +17.9% | 0.02% | +21.4% |
| TXN | Buy | TEXAS INSTRS INC | $36,000 | +16.1% | 189 | +1.1% | 0.02% | +14.3% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $36,000 | +500.0% | 2,212 | +512.7% | 0.02% | +433.3% |
| QUS | Buy | SPDR SER TRmsci usa strtgic | $35,000 | +9.4% | 315 | +0.3% | 0.02% | +6.7% |
| USO | Sell | UNITED STS OIL FD LPunits | $35,000 | -16.7% | 862 | -32.3% | 0.02% | -15.8% |
| CAPE | BARCLAYS BANK PLCipath shilr cape | $36,000 | +9.1% | 188 | 0.0% | 0.02% | +6.7% | |
| BNDX | VANGUARD CHARLOTTE FDSintl bd idx etf | $33,000 | 0.0% | 570 | 0.0% | 0.02% | 0.0% | |
| PXD | Buy | PIONEER NAT RES CO | $33,000 | +43.5% | 205 | +0.5% | 0.02% | +36.4% |
| DIAL | New | COLUMBIA ETF TR Idiversifid fxd | $34,000 | – | 1,608 | +100.0% | 0.02% | – |
| SLYG | SPDR SER TRs&p 600 smcp grw | $32,000 | +14.3% | 376 | 0.0% | 0.02% | +15.4% | |
| AOR | Sell | ISHARES TRgrwt allocat etf | $32,000 | -27.3% | 600 | -29.8% | 0.02% | -25.0% |
| TRNO | Sell | TERRENO REALTY CORP | $34,000 | -34.6% | 588 | -34.1% | 0.02% | -37.5% |
| DOCU | DOCUSIGN INC | $34,000 | -8.1% | 170 | 0.0% | 0.02% | -11.8% | |
| JPST | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $30,000 | +3.4% | 584 | 0.0% | 0.01% | +7.7% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $31,000 | +3.3% | 593 | 0.0% | 0.01% | 0.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $30,000 | +7.1% | 108 | 0.0% | 0.01% | +7.7% | |
| CCIV | New | CHURCHILL CAPITAL CORP IVcl a | $30,000 | – | 1,277 | +100.0% | 0.01% | – |
| ED | Sell | CONSOLIDATED EDISON INC | $31,000 | -3.1% | 411 | -5.9% | 0.01% | -6.7% |
| EMHY | ISHARES INCjp mrgn em hi bd | $31,000 | -3.1% | 695 | 0.0% | 0.01% | -6.7% | |
| CTXS | CITRIX SYS INC | $28,000 | +7.7% | 200 | 0.0% | 0.01% | +8.3% | |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $29,000 | – | 1,100 | +100.0% | 0.01% | – |
| TIP | ISHARES TRtips bd etf | $28,000 | 0.0% | 224 | 0.0% | 0.01% | 0.0% | |
| WIX | Sell | WIX COM LTD | $29,000 | -9.4% | 105 | -20.5% | 0.01% | -13.3% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $28,000 | +460.0% | 648 | +440.0% | 0.01% | +550.0% |
| FLOT | ISHARES TRfltg rate nt etf | $28,000 | +3.7% | 547 | 0.0% | 0.01% | +8.3% | |
| CAH | Sell | CARDINAL HEALTH INC | $26,000 | +8.3% | 431 | -4.9% | 0.01% | +9.1% |
| SRET | Buy | GLOBAL X FDSreit etf | $27,000 | +8.0% | 2,880 | +1.7% | 0.01% | +9.1% |
| MXL | MAXLINEAR INC | $26,000 | -7.1% | 756 | 0.0% | 0.01% | -7.7% | |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $26,000 | +23.8% | 142 | +0.7% | 0.01% | +20.0% |
| EZM | Buy | WISDOMTREE TRus midcap fund | $26,000 | +18.2% | 513 | +0.2% | 0.01% | +20.0% |
| UNM | New | UNUM GROUP | $27,000 | – | 1,000 | +100.0% | 0.01% | – |
| RPAI | RETAIL PPTYS AMER INCcl a | $27,000 | +22.7% | 2,580 | 0.0% | 0.01% | +20.0% | |
| IEP | New | ICAHN ENTERPRISES LPdepositary unit | $27,000 | – | 500 | +100.0% | 0.01% | – |
| SQ | SQUARE INCcl a | $27,000 | -6.9% | 120 | 0.0% | 0.01% | -7.7% | |
| STAG | STAG INDL INC | $26,000 | -3.7% | 779 | 0.0% | 0.01% | 0.0% | |
| IQLT | Buy | ISHARES TRmsci intl qualty | $26,000 | +52.9% | 703 | +39.8% | 0.01% | +50.0% |
| KO | Buy | COCA COLA CO | $26,000 | +73.3% | 484 | +70.4% | 0.01% | +71.4% |
| HGLB | Buy | HIGHLAND GLOBAL ALLOCATION F | $27,000 | +22.7% | 3,566 | +3.4% | 0.01% | +20.0% |
| APTS | Buy | PREFERRED APT CMNTYS INC | $26,000 | +36.8% | 2,634 | +2.3% | 0.01% | +33.3% |
| GWW | GRAINGER W W INC | $24,000 | 0.0% | 59 | 0.0% | 0.01% | 0.0% | |
| IRBO | New | ISHARES TRrobotics artif | $25,000 | – | 580 | +100.0% | 0.01% | – |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $25,000 | -28.6% | 539 | +0.4% | 0.01% | -31.2% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $25,000 | -66.2% | 178 | -69.4% | 0.01% | -67.6% |
| MRK | Sell | MERCK & CO. INC | $24,000 | -25.0% | 315 | -19.8% | 0.01% | -26.7% |
| XTL | New | SPDR SER TR | $24,000 | – | 251 | +100.0% | 0.01% | – |
| GRWG | GROWGENERATION CORP | $25,000 | +25.0% | 500 | 0.0% | 0.01% | +22.2% | |
| OKE | New | ONEOK INC NEW | $25,000 | – | 500 | +100.0% | 0.01% | – |
| IZRL | New | ARK ETF TRisrael inovate | $25,000 | – | 805 | +100.0% | 0.01% | – |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $21,000 | +10.5% | 370 | +0.5% | 0.01% | +11.1% |
| NNDM | Buy | NANO DIMENSION LTDsponsord ads new | $21,000 | +600.0% | 2,475 | +482.4% | 0.01% | +900.0% |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $23,000 | -8.0% | 250 | 0.0% | 0.01% | -9.1% | |
| FNDX | SCHWAB STRATEGIC TRschwab fdt us lg | $22,000 | +15.8% | 427 | 0.0% | 0.01% | +11.1% | |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $21,000 | -96.6% | 545 | -96.8% | 0.01% | -96.5% |
| BLNK | New | BLINK CHARGING CO | $21,000 | – | 500 | +100.0% | 0.01% | – |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $22,000 | -21.4% | 121 | -24.8% | 0.01% | -23.1% |
| ILMN | ILLUMINA INC | $22,000 | +10.0% | 56 | 0.0% | 0.01% | +11.1% | |
| AIA | New | ISHARES TRasia 50 etf | $23,000 | – | 246 | +100.0% | 0.01% | – |
| SLY | New | SPDR SER TRs&p 600 sml cap | $23,000 | – | 246 | +100.0% | 0.01% | – |
| PENN | Buy | PENN NATL GAMING INC | $22,000 | +266.7% | 214 | +164.2% | 0.01% | +233.3% |
| GOLF | ACUSHNET HOLDINGS CORP | $21,000 | +5.0% | 500 | 0.0% | 0.01% | +11.1% | |
| SPIP | SPDR SER TRportfli tips etf | $21,000 | 0.0% | 678 | 0.0% | 0.01% | 0.0% | |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $21,000 | -48.8% | 952 | -49.4% | 0.01% | -47.4% |
| XSW | New | SPDR SER TR | $23,000 | – | 148 | +100.0% | 0.01% | – |
| SLGG | New | SUPER LEAGUE GAMING INC | $21,000 | – | 3,000 | +100.0% | 0.01% | – |
| GILD | Buy | GILEAD SCIENCES INC | $22,000 | +15.8% | 342 | +0.3% | 0.01% | +11.1% |
| ET | Buy | ENERGY TRANSFER LP | $22,000 | +100.0% | 2,890 | +53.0% | 0.01% | +100.0% |
| GNTX | Buy | GENTEX CORP | $21,000 | +5.0% | 594 | +0.5% | 0.01% | +11.1% |
| CRM | Buy | SALESFORCE COM INC | $21,000 | +5.0% | 97 | +6.6% | 0.01% | +11.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $23,000 | -20.7% | 151 | -34.3% | 0.01% | -23.1% |
| PSK | Buy | SPDR SER TRwells fg pfd etf | $23,000 | 0.0% | 529 | +0.6% | 0.01% | -9.1% |
| SO | Sell | SOUTHERN CO | $23,000 | -14.8% | 376 | -15.9% | 0.01% | -16.7% |
| FTNT | FORTINET INC | $21,000 | +23.5% | 116 | 0.0% | 0.01% | +25.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $22,000 | +4.8% | 373 | 0.0% | 0.01% | 0.0% | |
| BIDU | BAIDU INCspon adr rep a | $19,000 | +5.6% | 86 | 0.0% | 0.01% | +12.5% | |
| HEFA | Buy | ISHARES TRhdg msci eafe | $20,000 | +11.1% | 605 | +0.8% | 0.01% | +12.5% |
| IXC | ISHARES TRglobal energ etf | $19,000 | +26.7% | 775 | 0.0% | 0.01% | +28.6% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $19,000 | 0.0% | 231 | 0.0% | 0.01% | 0.0% | |
| WK | Sell | WORKIVA INC | $20,000 | -13.0% | 225 | -11.1% | 0.01% | -18.2% |
| PEP | Buy | PEPSICO INC | $20,000 | +33.3% | 144 | +38.5% | 0.01% | +28.6% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $19,000 | -5.0% | 497 | -15.3% | 0.01% | 0.0% |
| IEZ | New | ISHARES TRus oil eq&sv etf | $20,000 | – | 1,522 | +100.0% | 0.01% | – |
| FSKR | FS KKR CAP CORP II | $20,000 | +25.0% | 1,035 | 0.0% | 0.01% | +28.6% | |
| NEE | Buy | NEXTERA ENERGY INC | $20,000 | 0.0% | 269 | +0.4% | 0.01% | 0.0% |
| PG | PROCTER AND GAMBLE CO | $17,000 | 0.0% | 128 | 0.0% | 0.01% | 0.0% | |
| GLW | Buy | CORNING INC | $17,000 | +21.4% | 401 | +0.8% | 0.01% | +33.3% |
| WMWXF | VANECK VECTORS ETF TRmorningstar wide | $17,000 | +13.3% | 399 | 0.0% | 0.01% | +14.3% | |
| GBIL | GOLDMAN SACHS ETF TRacces treasury | $17,000 | 0.0% | 174 | 0.0% | 0.01% | 0.0% | |
| IWN | ISHARES TRrus 2000 val etf | $18,000 | +20.0% | 116 | 0.0% | 0.01% | +14.3% | |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $18,000 | +63.6% | 61 | +48.8% | 0.01% | +60.0% |
| IMCV | ISHARES TRmrgstr md cp val | $17,000 | +21.4% | 94 | 0.0% | 0.01% | +33.3% | |
| IGLB | Buy | ISHARES TR10+ yr invst grd | $17,000 | -5.6% | 253 | +0.8% | 0.01% | 0.0% |
| INTF | Buy | ISHARES TRmsci intl multft | $18,000 | +12.5% | 624 | +0.2% | 0.01% | +14.3% |
| MGM | New | MGM RESORTS INTERNATIONAL | $17,000 | – | 435 | +100.0% | 0.01% | – |
| M | Buy | MACYS INC | $17,000 | – | 1,039 | +2564.1% | 0.01% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $17,000 | – | 35 | +100.0% | 0.01% | – |
| SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $18,000 | +800.0% | 461 | +668.3% | 0.01% | +700.0% |
| TTD | Sell | THE TRADE DESK INC | $17,000 | -29.2% | 26 | -7.1% | 0.01% | -27.3% |
| VFC | Buy | V F CORP | $17,000 | 0.0% | 210 | +0.5% | 0.01% | 0.0% |
| RDWR | RADWARE LTDord | $17,000 | -5.6% | 662 | 0.0% | 0.01% | 0.0% | |
| PSTH | Sell | PERSHING SQUARE TONTINE HLDG | $15,000 | -59.5% | 608 | -55.3% | 0.01% | -58.8% |
| OMF | New | ONEMAIN HLDGS INC | $16,000 | – | 300 | +100.0% | 0.01% | – |
| AMC | New | AMC ENTMT HLDGS INC | $15,000 | – | 1,450 | +100.0% | 0.01% | – |
| ISCV | ISHARES TRmrning sm cp etf | $16,000 | +23.1% | 93 | 0.0% | 0.01% | +16.7% | |
| NEO | NEOGENOMICS INC | $15,000 | -11.8% | 320 | 0.0% | 0.01% | -12.5% | |
| DUK | DUKE ENERGY CORP NEW | $16,000 | +14.3% | 161 | 0.0% | 0.01% | +16.7% | |
| DOW | Sell | DOW INC | $15,000 | -6.2% | 229 | -23.4% | 0.01% | 0.0% |
| EQIX | Buy | EQUINIX INC | $16,000 | 0.0% | 24 | +4.3% | 0.01% | 0.0% |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $16,000 | +6.7% | 190 | 0.0% | 0.01% | 0.0% | |
| DOV | DOVER CORP | $16,000 | +14.3% | 116 | 0.0% | 0.01% | +16.7% | |
| ITW | Sell | ILLINOIS TOOL WKS INC | $16,000 | -56.8% | 72 | -60.2% | 0.01% | -58.8% |
| DDT | DILLARDS INCcl a | $15,000 | +7.1% | 600 | 0.0% | 0.01% | +16.7% | |
| CODI | Buy | COMPASS DIVERSIFIEDsh ben int | $16,000 | +23.1% | 700 | +1.7% | 0.01% | +16.7% |
| CVS | Sell | CVS HEALTH CORP | $16,000 | +14.3% | 209 | -1.4% | 0.01% | +16.7% |
| JNK | SPDR SER TRbloomberg brclys | $15,000 | +7.1% | 134 | 0.0% | 0.01% | +16.7% | |
| LUMN | LUMEN TECHNOLOGIES INC | $16,000 | +45.5% | 1,229 | 0.0% | 0.01% | +40.0% | |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $15,000 | 0.0% | 486 | -5.8% | 0.01% | 0.0% |
| TMDV | PROSHARES TRrussell us div | $15,000 | +15.4% | 325 | 0.0% | 0.01% | +16.7% | |
| SPH | New | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $15,000 | – | 1,000 | +100.0% | 0.01% | – |
| SPHB | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $13,000 | +30.0% | 184 | 0.0% | 0.01% | +20.0% | |
| BBC | ETFIS SER TR Ivirtus lifesc ct | $13,000 | +8.3% | 250 | 0.0% | 0.01% | 0.0% | |
| XRLV | INVESCO EXCH TRADED FD TR IIs&p 500 ex rat | $14,000 | +7.7% | 325 | 0.0% | 0.01% | 0.0% | |
| NFLX | NETFLIX INC | $14,000 | 0.0% | 26 | 0.0% | 0.01% | 0.0% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $13,000 | -51.9% | 203 | -53.8% | 0.01% | -50.0% |
| SYK | Buy | STRYKER CORPORATION | $13,000 | +8.3% | 53 | +1.9% | 0.01% | 0.0% |
| XBI | Sell | SPDR SER TRs&p biotech | $14,000 | -77.0% | 100 | -77.2% | 0.01% | -78.6% |
| NIO | Buy | NIO INCspon ads | $14,000 | +16.7% | 363 | +38.0% | 0.01% | 0.0% |
| BAR | GRANITESHARES GOLD TR | $14,000 | -6.7% | 800 | 0.0% | 0.01% | -14.3% | |
| EMLC | VANECK VECTORS ETF TRuranium nuclear | $14,000 | -6.7% | 455 | 0.0% | 0.01% | -14.3% | |
| UAL | Buy | UNITED AIRLS HLDGS INC | $13,000 | +116.7% | 225 | +46.1% | 0.01% | +100.0% |
| FCEL | Sell | FUELCELL ENERGY INC | $14,000 | -36.4% | 1,000 | -50.0% | 0.01% | -40.0% |
| EDIT | EDITAS MEDICINE INC | $14,000 | -36.4% | 325 | 0.0% | 0.01% | -40.0% | |
| HTA | HEALTHCARE TR AMER INCcl a new | $14,000 | +7.7% | 500 | 0.0% | 0.01% | 0.0% | |
| INSG | INSEEGO CORP | $13,000 | -35.0% | 1,300 | 0.0% | 0.01% | -33.3% | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $14,000 | +7.7% | 636 | 0.0% | 0.01% | 0.0% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $13,000 | +8.3% | 170 | -5.0% | 0.01% | 0.0% |
| ACAD | ACADIA HEALTHCARE COMPANY IN | $14,000 | -50.0% | 539 | 0.0% | 0.01% | -53.8% | |
| SNLN | HIGHLAND FDS Ihi ld iboxx srln | $10,000 | 0.0% | 633 | 0.0% | 0.01% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $11,000 | +10.0% | 143 | 0.0% | 0.01% | 0.0% | |
| SVM | New | SILVERCORP METALS INC | $10,000 | – | 2,000 | +100.0% | 0.01% | – |
| TTE | Buy | TOTAL SEsponsored ads | $10,000 | +400.0% | 215 | +211.6% | 0.01% | +400.0% |
| ATEN | A10 NETWORKS INC | $10,000 | 0.0% | 1,050 | 0.0% | 0.01% | 0.0% | |
| ESHY | DBX ETF TRxtrck jp mrg esg | $11,000 | +10.0% | 500 | 0.0% | 0.01% | 0.0% | |
| STWD | STARWOOD PPTY TR INC | $10,000 | +42.9% | 392 | 0.0% | 0.01% | +66.7% | |
| AVAV | AEROVIRONMENT INC | $12,000 | +50.0% | 100 | 0.0% | 0.01% | +25.0% | |
| IEI | ISHARES TR3 7 yr treas bd | $12,000 | 0.0% | 93 | 0.0% | 0.01% | -16.7% | |
| PRNT | New | ARK ETF TR3d printing etf | $11,000 | – | 286 | +100.0% | 0.01% | – |
| MUB | ISHARES TRnational mun etf | $10,000 | 0.0% | 88 | 0.0% | 0.01% | 0.0% | |
| KSS | KOHLS CORP | $11,000 | +57.1% | 180 | 0.0% | 0.01% | +66.7% | |
| KWEB | New | KRANESHARES TRcsi chi internet | $10,000 | – | 127 | +100.0% | 0.01% | – |
| NVTA | New | INVITAE CORP | $12,000 | – | 319 | +100.0% | 0.01% | – |
| KBWY | INVESCO EXCH TRADED FD TR IIkbw prem yield | $12,000 | +20.0% | 520 | 0.0% | 0.01% | 0.0% | |
| SMMD | New | ISHARES TRrusel 2500 etf | $10,000 | – | 165 | +100.0% | 0.01% | – |
| BC | New | BRUNSWICK CORP | $10,000 | – | 100 | +100.0% | 0.01% | – |
| REZI | RESIDEO TECHNOLOGIES INC | $11,000 | +37.5% | 378 | 0.0% | 0.01% | +25.0% | |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $12,000 | +1100.0% | 64 | +611.1% | 0.01% | – |
| INO | New | INOVIO PHARMACEUTICALS INC | $11,000 | – | 1,200 | +100.0% | 0.01% | – |
| IBIO | IBIO INC | $11,000 | +57.1% | 7,135 | 0.0% | 0.01% | +66.7% | |
| HUM | HUMANA INC | $11,000 | +10.0% | 26 | 0.0% | 0.01% | 0.0% | |
| OIH | VANECK VECTORS ETF TRoil svcs etf | $10,000 | -99.9% | 50 | 0.0% | 0.01% | -99.9% | |
| IAGG | ISHARES TRcore intl aggr | $11,000 | +10.0% | 192 | 0.0% | 0.01% | 0.0% | |
| XPO | XPO LOGISTICS INC | $10,000 | +11.1% | 79 | 0.0% | 0.01% | +25.0% | |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $11,000 | 0.0% | 304 | +1.3% | 0.01% | 0.0% |
| GM | GENERAL MTRS CO | $12,000 | +50.0% | 201 | 0.0% | 0.01% | +25.0% | |
| GIS | Buy | GENERAL MLS INC | $11,000 | +57.1% | 179 | +38.8% | 0.01% | +66.7% |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $8,000 | +14.3% | 874 | 0.0% | 0.00% | +33.3% | |
| VMW | Buy | VMWARE INC | $8,000 | +14.3% | 52 | +13.0% | 0.00% | +33.3% |
| EMB | ISHARES TRjpmorgan usd emg | $8,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $9,000 | 0.0% | 106 | +1.0% | 0.00% | 0.0% |
| MXIM | Sell | MAXIM INTEGRATED PRODS INC | $9,000 | -35.7% | 100 | -40.5% | 0.00% | -33.3% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $9,000 | -30.8% | 101 | -36.5% | 0.00% | -33.3% |
| PSP | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $8,000 | +14.3% | 575 | 0.0% | 0.00% | +33.3% | |
| IPO | New | RENAISSANCE CAP GREENWICH FDipo etf | $9,000 | – | 140 | +100.0% | 0.00% | – |
| MRNA | MODERNA INC | $9,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| FR | Sell | FIRST INDL RLTY TR INC | $8,000 | 0.0% | 185 | -12.3% | 0.00% | 0.0% |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $8,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SPLK | SPLUNK INC | $9,000 | -18.2% | 67 | 0.0% | 0.00% | -20.0% | |
| ALB | Buy | ALBEMARLE CORP | $9,000 | +12.5% | 60 | +1.7% | 0.00% | 0.0% |
| SHW | Buy | SHERWIN WILLIAMS CO | $9,000 | +12.5% | 12 | +9.1% | 0.00% | 0.0% |
| CVLT | New | COMMVAULT SYSTEMS INC | $9,000 | – | 1,110 | +100.0% | 0.00% | – |
| STZ | CONSTELLATION BRANDS INCcl a | $9,000 | +12.5% | 40 | 0.0% | 0.00% | 0.0% | |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $8,000 | +100.0% | 313 | +46.9% | 0.00% | +100.0% |
| IDV | ISHARES TRintl sel div etf | $9,000 | +12.5% | 300 | 0.0% | 0.00% | 0.0% | |
| SLB | Buy | SCHLUMBERGER LTD | $8,000 | +33.3% | 303 | +0.7% | 0.00% | +33.3% |
| VWOB | VANGUARD WHITEHALL FDSemerg mkt bd etf | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MPC | Buy | MARATHON PETE CORP | $9,000 | +28.6% | 175 | +0.6% | 0.00% | +33.3% |
| MPLX | MPLX LP | $9,000 | +28.6% | 360 | 0.0% | 0.00% | +33.3% | |
| URTH | ISHARES INCmsci world etf | $9,000 | +12.5% | 75 | 0.0% | 0.00% | 0.0% | |
| D | Buy | DOMINION ENERGY INC | $9,000 | +12.5% | 114 | +0.9% | 0.00% | 0.0% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $9,000 | +12.5% | 248 | +2.1% | 0.00% | 0.0% |
| VBIV | VBI VACCINES INC | $8,000 | +33.3% | 2,450 | 0.0% | 0.00% | +33.3% | |
| HYS | PIMCO ETF TR0-5 high yield | $9,000 | +12.5% | 91 | 0.0% | 0.00% | 0.0% | |
| ICVT | Buy | ISHARES TRconv bd etf | $8,000 | +14.3% | 79 | +1.3% | 0.00% | +33.3% |
| EEMV | ISHARES INCmsci emerg mrkt | $7,000 | +16.7% | 107 | 0.0% | 0.00% | 0.0% | |
| IXUS | New | ISHARES TRcore msci total | $7,000 | – | 100 | +100.0% | 0.00% | – |
| EWC | ISHARES INCmsci cda etf | $6,000 | +20.0% | 183 | 0.0% | 0.00% | +50.0% | |
| PSCT | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $6,000 | +20.0% | 46 | 0.0% | 0.00% | +50.0% | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $6,000 | +20.0% | 107 | 0.0% | 0.00% | +50.0% | |
| FSD | FIRST TR HIGH INCOME L/S FD | $6,000 | +20.0% | 374 | 0.0% | 0.00% | +50.0% | |
| VAW | VANGUARD WORLD FDSmaterials etf | $7,000 | +16.7% | 42 | 0.0% | 0.00% | 0.0% | |
| BYLD | Buy | ISHARES TRyld optim bd | $6,000 | +20.0% | 221 | +0.9% | 0.00% | +50.0% |
| SPXC | SPX CORP | $7,000 | +16.7% | 122 | 0.0% | 0.00% | 0.0% | |
| URI | UNITED RENTALS INC | $6,000 | +50.0% | 18 | 0.0% | 0.00% | +50.0% | |
| QEFA | SPDR INDEX SHS FDSmsci eafe strtgc | $7,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
| HRB | BLOCK H & R INC | $7,000 | +75.0% | 300 | 0.0% | 0.00% | +50.0% | |
| CACI | Sell | CACI INTL INCcl a | $7,000 | 0.0% | 30 | -6.2% | 0.00% | 0.0% |
| SU | SUNCOR ENERGY INC NEW | $6,000 | -99.9% | 300 | 0.0% | 0.00% | -99.9% | |
| NBEV | NEWAGE INC | $7,000 | +16.7% | 2,500 | 0.0% | 0.00% | 0.0% | |
| ISCF | New | ISHARES TRmsci intl sml cp | $7,000 | – | 200 | +100.0% | 0.00% | – |
| MGV | VANGUARD WORLD FDmega cap val etf | $6,000 | +20.0% | 60 | 0.0% | 0.00% | +50.0% | |
| BSCL | INVESCO EXCH TRD SLF IDX FD | $7,000 | 0.0% | 342 | 0.0% | 0.00% | 0.0% | |
| KRE | Buy | SPDR SER TRs&p regl bkg | $7,000 | -99.9% | 101 | +1.0% | 0.00% | -99.9% |
| KSTR | New | KRANESHARES TRsse star mrkt 50 | $6,000 | – | 300 | +100.0% | 0.00% | – |
| HPQ | HP INC | $6,000 | +50.0% | 203 | 0.0% | 0.00% | +50.0% | |
| MTZ | New | MASTEC INC | $7,000 | – | 75 | +100.0% | 0.00% | – |
| BTI | BRITISH AMERN TOB PLCsponsored adr | $7,000 | +16.7% | 173 | 0.0% | 0.00% | 0.0% | |
| AAP | ADVANCE AUTO PARTS INC | $7,000 | +16.7% | 40 | 0.0% | 0.00% | 0.0% | |
| APTV | APTIV PLC | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% | |
| CONE | Sell | CYRUSONE INC | $6,000 | 0.0% | 83 | -8.8% | 0.00% | 0.0% |
| RSX | VANECK VECTORS ETF TRrussia etf | $6,000 | +20.0% | 225 | 0.0% | 0.00% | +50.0% | |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $6,000 | – | 49 | +100.0% | 0.00% | – |
| TWTR | Sell | TWITTER INC | $6,000 | -53.8% | 100 | -60.0% | 0.00% | -50.0% |
| EBAY | Buy | EBAY INC. | $7,000 | +16.7% | 120 | +0.8% | 0.00% | 0.0% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $7,000 | 0.0% | 169 | +2.4% | 0.00% | 0.0% |
| GNRC | GENERAC HLDGS INC | $6,000 | +100.0% | 17 | 0.0% | 0.00% | +200.0% | |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $7,000 | -46.2% | 32 | -52.2% | 0.00% | -50.0% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $6,000 | 0.0% | 42 | +2.4% | 0.00% | 0.0% |
| AMX | Buy | AMERICA MOVIL SAB DE CV | $6,000 | +100.0% | 433 | +80.4% | 0.00% | +200.0% |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $7,000 | +600.0% | 100 | +376.2% | 0.00% | – |
| ITA | ISHARES TRus aer def etf | $6,000 | +20.0% | 60 | 0.0% | 0.00% | +50.0% | |
| SPIB | SPDR SER TRportfolio intrmd | $7,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% | |
| QLGN | QUALIGEN THERAPEUTICS INC | $7,000 | 0.0% | 2,500 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $6,000 | +20.0% | 351 | 0.0% | 0.00% | +50.0% | |
| CTVA | CORTEVA INC | $7,000 | +40.0% | 143 | 0.0% | 0.00% | +50.0% | |
| NTRS | Buy | NORTHERN TR CORP | $6,000 | +20.0% | 59 | +1.7% | 0.00% | +50.0% |
| SPCE | New | VIRGIN GALACTIC HOLDINGS INC | $4,000 | – | 133 | +100.0% | 0.00% | – |
| ON | ON SEMICONDUCTOR CORP | $5,000 | +25.0% | 129 | 0.0% | 0.00% | 0.0% | |
| VTRS | Sell | VIATRIS INC | $4,000 | -50.0% | 313 | -28.4% | 0.00% | -50.0% |
| IGV | ISHARES TRexpanded tech | $4,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| BECN | Buy | BEACON ROOFING SUPPLY INC | $5,000 | +25.0% | 105 | +5.0% | 0.00% | 0.0% |
| EFA | ISHARES TRmsci eafe etf | $5,000 | +25.0% | 60 | 0.0% | 0.00% | 0.0% | |
| WRB | Sell | BERKLEY W R CORP | $5,000 | -16.7% | 66 | -34.0% | 0.00% | -33.3% |
| VMBS | VANGUARD SCOTTSDALE FDSmortg-back sec | $4,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| IYT | ISHARES TRtrans avg etf | $4,000 | +33.3% | 15 | 0.0% | 0.00% | +100.0% | |
| THD | ISHARES INCmsci thailnd etf | $4,000 | +33.3% | 43 | 0.0% | 0.00% | +100.0% | |
| VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| EWZ | ISHARES INCmsci brazil etf | $4,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| IEO | ISHARES TRus oil gs ex etf | $5,000 | +66.7% | 110 | 0.0% | 0.00% | +100.0% | |
| EWA | ISHARES INCmsci aust etf | $4,000 | +33.3% | 151 | 0.0% | 0.00% | +100.0% | |
| LIN | New | LINDE PLC | $4,000 | – | 16 | +100.0% | 0.00% | – |
| MKC | Buy | MCCORMICK & CO INC | $4,000 | 0.0% | 49 | +2.1% | 0.00% | 0.0% |
| EA | ELECTRONIC ARTS INC | $4,000 | +33.3% | 26 | 0.0% | 0.00% | +100.0% | |
| CHWY | New | CHEWY INCcl a | $4,000 | – | 48 | +100.0% | 0.00% | – |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $5,000 | +25.0% | 30 | +3.4% | 0.00% | 0.0% |
| ISTB | ISHARES TRcore 1 5 yr usd | $5,000 | +25.0% | 92 | 0.0% | 0.00% | 0.0% | |
| CRMD | New | CORMEDIX INC | $4,000 | – | 399 | +100.0% | 0.00% | – |
| JHMM | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $5,000 | +25.0% | 106 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC | $4,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| New | INTERPACE BIOSCIENCES INC | $5,000 | – | 1,000 | +100.0% | 0.00% | – | |
| FKU | New | FIRST TR EXCH TRD ALPHDX FDunit king alph | $4,000 | – | 103 | +100.0% | 0.00% | – |
| BBU | BROOKFIELD BUSINESS PARTNERSunit ltd lp | $4,000 | +33.3% | 96 | 0.0% | 0.00% | +100.0% | |
| CLSK | CLEANSPARK INC | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| CGC | Buy | CANOPY GROWTH CORP | $4,000 | – | 120 | +500.0% | 0.00% | – |
| UBSI | New | UNITED BANKSHARES INC WEST V | $5,000 | – | 135 | +100.0% | 0.00% | – |
| SNAP | New | SNAP INCcl a | $5,000 | – | 88 | +100.0% | 0.00% | – |
| AMBA | AMBARELLA INC | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ZG | New | ZILLOW GROUP INCcl a | $4,000 | – | 33 | +100.0% | 0.00% | – |
| FPXI | New | FIRST TR EXCHANGE TRADED FDintl equity opp | $5,000 | – | 75 | +100.0% | 0.00% | – |
| XLNX | Buy | XILINX INC | $4,000 | 0.0% | 35 | +2.9% | 0.00% | 0.0% |
| DY | DYCOM INDS INC | $5,000 | +25.0% | 57 | 0.0% | 0.00% | 0.0% | |
| CNC | CENTENE CORP DEL | $4,000 | +33.3% | 65 | 0.0% | 0.00% | +100.0% | |
| FDNI | New | FIRST TR EXCHANGE TRADED FDdj intl intrnt | $5,000 | – | 100 | +100.0% | 0.00% | – |
| CHIX | GLOBAL X FDSmsci china fincl | $5,000 | -99.9% | 300 | 0.0% | 0.00% | -99.9% | |
| KMPH | New | KEMPHARM INC | $4,000 | – | 400 | +100.0% | 0.00% | – |
| EGP | Buy | EASTGROUP PPTYS INC | $5,000 | +25.0% | 32 | +3.2% | 0.00% | 0.0% |
| WMB | WILLIAMS COS INC | $5,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| IGIB | ISHARES TR | $5,000 | +25.0% | 78 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC | $5,000 | +25.0% | 60 | 0.0% | 0.00% | 0.0% | |
| FLOW | SPX FLOW INC | $4,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| GLPI | Sell | GAMING & LEISURE PPTYS INC | $5,000 | -44.4% | 121 | -47.2% | 0.00% | -50.0% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $5,000 | +400.0% | 8 | +166.7% | 0.00% | – |
| IYF | ISHARES TRu.s. finls etf | $4,000 | +33.3% | 48 | 0.0% | 0.00% | +100.0% | |
| PAVE | New | GLOBAL X FDSus infr dev etf | $3,000 | – | 100 | +100.0% | 0.00% | – |
| KSU | KANSAS CITY SOUTHERN | $2,000 | +100.0% | 7 | 0.0% | 0.00% | – | |
| ICSH | ISHARES TRblackrock ultra | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| RAMP | Sell | LIVERAMP HLDGS INC | $2,000 | -33.3% | 45 | -10.0% | 0.00% | 0.0% |
| LULU | LULULEMON ATHLETICA INC | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| HZO | New | MARINEMAX INC | $2,000 | – | 40 | +100.0% | 0.00% | – |
| GOVT | ISHARES TRus treas bd etf | $2,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| ENZL | ISHARES TRnew zealand etf | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| NAK | NORTHERN DYNASTY MINERALS LT | $2,000 | +100.0% | 3,750 | 0.0% | 0.00% | – | |
| NEV | NUVEEN ENHANCED MUN VALUE FD | $2,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% | |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $2,000 | – | 4 | +100.0% | 0.00% | – |
| IWF | ISHARES TRrus 1000 grw etf | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – | |
| IWD | ISHARES TRrus 1000 val etf | $2,000 | +100.0% | 13 | 0.0% | 0.00% | – | |
| OMC | New | OMNICOM GROUP INC | $3,000 | – | 47 | +100.0% | 0.00% | – |
| ORCL | Buy | ORACLE CORP | $3,000 | 0.0% | 49 | +2.1% | 0.00% | 0.0% |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $2,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $2,000 | +100.0% | 83 | 0.0% | 0.00% | – | |
| SPVU | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 enhncd | $2,000 | – | 60 | +160.9% | 0.00% | – |
| PSCC | INVESCO EXCH TRADED FD TR IIs&p smlcp stap | $3,000 | +50.0% | 33 | 0.0% | 0.00% | 0.0% | |
| RMBS | RAMBUS INC DEL | $3,000 | +50.0% | 155 | 0.0% | 0.00% | 0.0% | |
| RJF | RAYMOND JAMES FINL INC | $2,000 | +100.0% | 13 | 0.0% | 0.00% | – | |
| ADRE | INVESCO BLDRS INDEX FDS TRemgring mkts50 | $2,000 | +100.0% | 31 | 0.0% | 0.00% | – | |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $3,000 | – | 82 | +100.0% | 0.00% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $2,000 | – | 35 | +100.0% | 0.00% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $3,000 | – | 82 | +100.0% | 0.00% | – |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,000 | +100.0% | 144 | 0.0% | 0.00% | – | |
| XME | SPDR SER TRs&p metals mng | $3,000 | +50.0% | 85 | 0.0% | 0.00% | 0.0% | |
| ARGT | GLOBAL X FDSgb msci ar etf | $3,000 | +50.0% | 89 | 0.0% | 0.00% | 0.0% | |
| FSR | New | FISKER INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| EVRG | EVERGY INC | $2,000 | +100.0% | 34 | 0.0% | 0.00% | – | |
| WTRG | New | ESSENTIAL UTILS INC | $3,000 | – | 74 | +100.0% | 0.00% | – |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $3,000 | +50.0% | 33 | 0.0% | 0.00% | 0.0% | |
| SVC | Buy | SERVICE PPTYS TR | $2,000 | 0.0% | 206 | +0.5% | 0.00% | 0.0% |
| SIRI | SIRIUS XM HOLDINGS INC | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| DNP | DNP SELECT INCOME FD INC | $2,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% | |
| SWK | STANLEY BLACK & DECKER INC | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – | |
| SMFG | SUMITOMO MITSUI FINL GROUP Isponsored adr | $2,000 | +100.0% | 210 | 0.0% | 0.00% | – | |
| SPWR | Sell | SUNPOWER CORP | $3,000 | -94.8% | 84 | -96.3% | 0.00% | -96.3% |
| CMI | CUMMINS INC | $2,000 | +100.0% | 6 | 0.0% | 0.00% | – | |
| TJX | Sell | TJX COS INC NEW | $2,000 | -33.3% | 24 | -57.9% | 0.00% | 0.0% |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| UNP | Sell | UNION PAC CORP | $3,000 | -25.0% | 13 | -35.0% | 0.00% | -50.0% |
| UNH | UNITEDHEALTH GROUP INC | $3,000 | +50.0% | 7 | 0.0% | 0.00% | 0.0% | |
| BLV | VANGUARD BD INDEX FDSlong term bond | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| CI | Sell | CIGNA CORP NEW | $3,000 | -99.5% | 12 | -99.6% | 0.00% | -99.7% |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,000 | +100.0% | 15 | 0.0% | 0.00% | – | |
| CBRE | CBRE GROUP INCcl a | $2,000 | +100.0% | 19 | 0.0% | 0.00% | – | |
| AVGO | Buy | BROADCOM INC | $3,000 | +50.0% | 6 | +20.0% | 0.00% | 0.0% |
| BAX | BAXTER INTL INC | $2,000 | +100.0% | 18 | 0.0% | 0.00% | – | |
| VOO | VANGUARD INDEX FDS | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| AVY | AVERY DENNISON CORP | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| AGR | AVANGRID INC | $2,000 | +100.0% | 34 | 0.0% | 0.00% | – | |
| ATOS | New | ATOSSA THERAPEUTICS INC | $3,000 | – | 1,250 | +100.0% | 0.00% | – |
| ABUS | ARBUTUS BIOPHARMA CORP | $2,000 | +100.0% | 500 | 0.0% | 0.00% | – | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $2,000 | -60.0% | 7 | -68.2% | 0.00% | -50.0% |
| WHR | Sell | WHIRLPOOL CORP | $3,000 | 0.0% | 14 | -30.0% | 0.00% | 0.0% |
| EPI | Sell | WISDOMTREE TRindia erngs fd | $2,000 | 0.0% | 75 | -25.7% | 0.00% | 0.0% |
| ABNB | New | AIRBNB INC | $3,000 | – | 16 | +100.0% | 0.00% | – |
| A | AGILENT TECHNOLOGIES | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| YRCW | New | YRC WORLDWIDE INCyrc worldwide inc | $3,000 | – | 313 | +100.0% | 0.00% | – |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $2,000 | -66.7% | 7 | -63.2% | 0.00% | -66.7% |
| ZOM | New | ZOMEDICA PHARMACEUTICALS COR | $3,000 | – | 2,200 | +100.0% | 0.00% | – |
| LBTYK | LIBERTY GLOBAL PLC | $3,000 | +50.0% | 114 | 0.0% | 0.00% | 0.0% | |
| ABT | ABBOTT LABORATORIES | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| MAXN | MAXEON SOLAR TECHNOLOGIES LT | $2,000 | +100.0% | 63 | 0.0% | 0.00% | – | |
| JBL | JABIL INC | $2,000 | +100.0% | 37 | 0.0% | 0.00% | – | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INC | $0 | – | 14 | 0.0% | 0.00% | – | |
| FHTX | FOGHORN THERAPEUTICS INC | $0 | – | 29 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO | $0 | – | 11 | 0.0% | 0.00% | – | |
| AER | AERCAP HOLDINGS NV | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| REM | ISHARES TRmortge rel etf | $1,000 | – | 31 | 0.0% | 0.00% | – | |
| IBTJ | New | ISHARES TRibonds 29 trm ts | $1,000 | – | 47 | +100.0% | 0.00% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -3 | -100.0% | 0.00% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -3 | -100.0% | 0.00% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -10 | -100.0% | 0.00% | – |
| RS | Exit | RELIANCE STEEL & ALUMINUM CO | $0 | – | -12 | -100.0% | 0.00% | – |
| CIEN | Exit | CIENA CORP | $0 | – | -17 | -100.0% | 0.00% | – |
| AIGWS | Exit | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | -8,000 | -100.0% | 0.00% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -8 | -100.0% | 0.00% | – |
| SYY | SYSCO CORP | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| TMUS | Buy | T-MOBILE US INC | $1,000 | – | 8 | +14.3% | 0.00% | – |
| DMYD | New | DMY TECHNOLOGY GROUP INC II | $1,000 | – | 100 | +100.0% | 0.00% | – |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,000 | – | 3 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $0 | – | 12 | 0.0% | 0.00% | – | |
| TTM | TATA MTRS LTDsponsored adr | $1,000 | – | 29 | 0.0% | 0.00% | – | |
| DAR | Buy | DARLING INGREDIENTS INC | $1,000 | – | 14 | +27.3% | 0.00% | – |
| DAL | DELTA AIR LINES INC DEL | $1,000 | – | 19 | 0.0% | 0.00% | – | |
| DNN | New | DENISON MINES CORP | $0 | – | 50 | +100.0% | 0.00% | – |
| SNN | SMITH & NEPHEW PLCspdn adr new | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| CODX | CO-DIAGNOSTICS INC | $0 | – | 25 | 0.0% | 0.00% | – | |
| TLRY | TILRAY INC | $1,000 | – | 25 | 0.0% | 0.00% | – | |
| SINT | Sell | SINTX TECHNOLOGIES INC | $1,000 | -75.0% | 500 | -83.3% | 0.00% | -100.0% |
| EME | EMCOR GROUP INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| EMQQ | EXCHANGE TRADED CONCEPTS TRemqq em intern | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| TYME | New | TYME TECHNOLOGIES INC | $1,000 | – | 300 | +100.0% | 0.00% | – |
| TSN | TYSON FOODS INCcl a | $1,000 | – | 14 | 0.0% | 0.00% | – | |
| CFG | CITIZENS FINL GROUP INC | $1,000 | – | 22 | 0.0% | 0.00% | – | |
| ULTA | ULTA BEAUTY INC | $1,000 | – | 2 | 0.0% | 0.00% | – | |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -11 | -100.0% | 0.00% | – |
| FJP | FIRST TR EXCH TRD ALPHDX FDjapan alphadex | $1,000 | – | 15 | 0.0% | 0.00% | – | |
| FYT | FIRST TR EXCHANGE-TRADED ALPsml cap val alph | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| GTBP | New | GT BIOPHARMA INC | $0 | – | 44 | +100.0% | 0.00% | – |
| VLO | VALERO ENERGY CORP | $1,000 | – | 12 | 0.0% | 0.00% | – | |
| SAP | SAP SEspon adr | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| XOP | SPDR SER TRs&p oilgas exp | $0 | – | 2 | 0.0% | 0.00% | – | |
| CNP | CENTERPOINT ENERGY INC | $1,000 | – | 37 | 0.0% | 0.00% | – | |
| IHY | New | VANECK VECTORS ETF TRintl high yield | $0 | – | 1 | +100.0% | 0.00% | – |
| GDDY | New | GODADDY INCcl a | $0 | – | 3 | +100.0% | 0.00% | – |
| HSBC | HSBC HLDGS PLCspon adr new | $1,000 | – | 25 | 0.0% | 0.00% | – | |
| SPTI | New | SPDR SER TRportfli intrmdit | $1,000 | – | 46 | +100.0% | 0.00% | – |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $0 | – | 0 | -100.0% | 0.00% | – |
| SPTL | New | SPDR SER TRportfolio ln tsr | $0 | – | 2 | +100.0% | 0.00% | – |
| HR | HLTHCARE REALTY TR | $0 | – | 1 | 0.0% | 0.00% | – | |
| RWR | SPDR SER TRdj reit etf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| HOL | New | HOLICITY INC | $1,000 | – | 75 | +100.0% | 0.00% | – |
| HUN | HUNTSMAN CORP | $1,000 | – | 37 | 0.0% | 0.00% | – | |
| CNQ | CANADIAN NAT RES LTD | $1,000 | – | 32 | 0.0% | 0.00% | – | |
| CAMBER ENERGY INC | $0 | – | 1 | 0.0% | 0.00% | – | ||
| INGR | New | INGREDION INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
| NSPR | New | INSPIREMD INC | $0 | – | 50 | +100.0% | 0.00% | – |
| PDBC | New | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $1,000 | – | 45 | +100.0% | 0.00% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -9 | -100.0% | 0.00% | – |
| RFP | RESOLUTE FST PRODS INC | $1,000 | – | 84 | 0.0% | 0.00% | – | |
| PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -6 | -100.0% | 0.00% | – |
| QRVO | New | QORVO INC | $0 | – | 1 | +100.0% | 0.00% | – |
| PRU | PRUDENTIAL FINL INC | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| AGNC | A G N C INVESTMENT CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $0 | – | 3 | +100.0% | 0.00% | – |
| PRSP | PERSPECTA INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| PRFT | New | PERFICIENT INC | $0 | – | 4 | +100.0% | 0.00% | – |
| BBY | Sell | BEST BUY INC | $0 | – | 0 | -100.0% | 0.00% | – |
| PANW | PALO ALTO NETWORKS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| PPL | PPL CORP | $1,000 | – | 34 | 0.0% | 0.00% | – | |
| PJT | PJT PARTNERS INC | $1,000 | – | 8 | 0.0% | 0.00% | – | |
| OSTK | New | OVERSTOCK COM INC DEL | $0 | – | 3 | +100.0% | 0.00% | – |
| VEC | VECTRUS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| JAZZ | Exit | JAZZ PHARMACEUTICALS PLC | $0 | – | -10 | -100.0% | 0.00% | – |
| SAN | BANCO SANTANDER S.A.adr | $0 | – | 129 | 0.0% | 0.00% | – | |
| BBL | BHP GROUP PLCsponsored adr | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| AN | New | AUTONATION INC | $0 | – | 5 | +100.0% | 0.00% | – |
| ACB | Buy | AURORA CANNABIS INC | $0 | – | 32 | +100.0% | 0.00% | – |
| AZPN | Buy | ASPEN TECHNOLOGY INC | $1,000 | – | 4 | +33.3% | 0.00% | – |
| ORAN | ORANGEsponsored adr | $1,000 | – | 52 | 0.0% | 0.00% | – | |
| ASXC | New | ASENSUS SURGICAL INC | $0 | – | 9 | +100.0% | 0.00% | – |
| ARCC | ARES CAPITAL CORP | $0 | – | 11 | 0.0% | 0.00% | – | |
| MT | ARCELORMITTAL SA LUXEMBOURGny registry sh | $1,000 | – | 25 | 0.0% | 0.00% | – | |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $1,000 | – | 3 | +50.0% | 0.00% | – |
| IBB | ISHARES TRnasdaq biotech | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| IR | Exit | INGERSOLL RAND INC | $0 | – | -15 | -100.0% | 0.00% | – |
| IYM | ISHARES TRu.s. bas mtl etf | $1,000 | – | 6 | 0.0% | 0.00% | – | |
| JOET | VIRTUS ETF TR IIvirtus us qlty | $1,000 | – | 21 | 0.0% | 0.00% | – | |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| NMY | Buy | NUVEEN MARYLAND QLT MUN INC | $0 | – | 0 | +100.0% | 0.00% | – |
| DNOW | NOW INC | $1,000 | – | 50 | 0.0% | 0.00% | – | |
| NI | NISOURCE INC | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| MBB | New | ISHARES TRmbs etf | $1,000 | – | 8 | +100.0% | 0.00% | – |
| NAV | NAVISTAR INTL CORP NEW | $0 | – | 4 | 0.0% | 0.00% | – | |
| WFC | Sell | WELLS FARGO CO NEW | $0 | -100.0% | 10 | -99.5% | 0.00% | -100.0% |
| NDAQ | Buy | NASDAQ INC | $1,000 | -66.7% | 7 | +16.7% | 0.00% | -100.0% |
| ABEV | AMBEV S A Fsponsored adr | $0 | – | 158 | 0.0% | 0.00% | – | |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | – | 5 | 0.0% | 0.00% | – | |
| ALXN | ALEXION PHARMACEUTICALS INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -11 | -100.0% | 0.00% | – |
| MICRO FOCUS INTL PLCspon adr new | $0 | – | 15 | 0.0% | 0.00% | – | ||
| AKAM | AKAMAI TECHNOLOGIES INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| AFL | Exit | AFLAC INC | $0 | – | -44 | -100.0% | 0.00% | – |
| IHF | ISHARES TRus hlthcr pr etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| IHE | ISHARES TRu.s. pharma etf | $1,000 | – | 4 | 0.0% | 0.00% | – | |
| MSGE | MADISON SQUARE GRDN ENTERTNMcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
| ATNM | ACTINIUM PHARMACEUTICALS INC | $1,000 | – | 79 | 0.0% | 0.00% | – | |
| ACR | New | ACRES COMMERCIAL REALTY CORP | $0 | – | 1 | +100.0% | 0.00% | – |
| MSGS | MADISON SQUARE GRDN SPRT CORcl a | $0 | – | 1 | 0.0% | 0.00% | – | |
| IBTF | New | ISHARES TRibonds 25 trm ts | $1,000 | – | 47 | +100.0% | 0.00% | – |
| YETI | YETI HLDGS INC | $1,000 | – | 9 | 0.0% | 0.00% | – | |
| XAN | Exit | EXANTAS CAP CORP | $0 | – | -3 | -100.0% | 0.00% | – |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,000 | – | 4 | 0.0% | 0.00% | – | |
| IBTD | New | ISHARES TRibonds 23 trm ts | $1,000 | – | 47 | +100.0% | 0.00% | – |
| IBTH | New | ISHARES TRibonds 27 trm ts | $1,000 | – | 47 | +100.0% | 0.00% | – |
| MIN | MFS INTER INCOME TRsh ben int | $1,000 | – | 166 | 0.0% | 0.00% | – | |
| EPHE | ISHARES TRmsci philips etf | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $1,000 | – | 290 | 0.0% | 0.00% | – | |
| AMJ | JPMORGAN CHASE & COalerian ml etn | $1,000 | – | 33 | 0.0% | 0.00% | – | |
| LNC | LINCOLN NATL CORP IND | $1,000 | – | 14 | 0.0% | 0.00% | – | |
| JD | Buy | JD.COM INCspon adr cl a | $0 | – | 4 | +300.0% | 0.00% | – |
| LEA | LEAR CORP | $1,000 | – | 6 | 0.0% | 0.00% | – | |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $0 | – | 14 | +100.0% | 0.00% | – |
| LILAK | LIBERTY LATIN AMERICA LTD | $0 | – | 8 | 0.0% | 0.00% | – | |
| IBDM | ISHARES TRibonds dec21 etf | $0 | -100.0% | 18 | 0.0% | 0.00% | -100.0% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | – | 1 | 0.0% | 0.00% | – | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,000 | – | 4 | 0.0% | 0.00% | – | |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -11 | -100.0% | -0.00% | – |
| RSG | Exit | REPUBLIC SVCS INC | $0 | – | -36 | -100.0% | -0.00% | – |
| AT | Exit | ATLANTIC POWR CORP | $0 | – | -1,735 | -100.0% | -0.00% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -15 | -100.0% | -0.00% | – |
| JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -18 | -100.0% | -0.00% | – |
| SUNW | Exit | SUNWORKS INC | $0 | – | -600 | -100.0% | -0.00% | – |
| TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -16 | -100.0% | -0.00% | – |
| PBCT | Exit | PEOPLES UNITED FINANCIAL INC | $0 | – | -251 | -100.0% | -0.00% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -15 | -100.0% | -0.00% | – |
| APD | Exit | AIR PROD & CHEMICALS INC | $0 | – | -15 | -100.0% | -0.00% | – |
| BPY | Exit | BROOKFIELD PROPERTY PARTRS Lunit ltd partn | $0 | – | -304 | -100.0% | -0.00% | – |
| QTS | Exit | QTS RLTY TR INC | $0 | – | -88 | -100.0% | -0.00% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -101 | -100.0% | -0.00% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -43 | -100.0% | -0.00% | – |
| PEY | Exit | INVESCO EXCHANGE TRADED FD Thig yld eq div | $0 | – | -525 | -100.0% | -0.00% | – |
| RNG | Exit | RINGCENTRAL INCcl a | $0 | – | -23 | -100.0% | -0.00% | – |
| HAS | Exit | HASBRO INC | $0 | – | -90 | -100.0% | -0.00% | – |
| DWFI | Exit | SPDR SER TRdorsey wrgt fi | $0 | – | -450 | -100.0% | -0.01% | – |
| CPRN | Exit | CISCO SYS INC | $0 | – | -370 | -100.0% | -0.01% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -129 | -100.0% | -0.01% | – |
| IBDD | Exit | ISHARES TRibonds mar23 etf | $0 | – | -488 | -100.0% | -0.01% | – |
| CSX | Exit | CSX CORP | $0 | – | -135 | -100.0% | -0.01% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -87 | -100.0% | -0.01% | – |
| NKLA | Exit | NIKOLA CORP | $0 | – | -1,000 | -100.0% | -0.01% | – |
| GAL | Exit | SSGA ACTIVE ETF TRglobl allo etf | $0 | – | -513 | -100.0% | -0.01% | – |
| XL | Exit | XL FLEET CORP | $0 | – | -1,100 | -100.0% | -0.01% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -216 | -100.0% | -0.01% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -200 | -100.0% | -0.02% | – |
| SRG | Exit | SERITAGE GROWTH PPTYScl a | $0 | – | -2,500 | -100.0% | -0.02% | – |
| CLOU | Exit | GLOBAL X FDS | $0 | – | -3,000 | -100.0% | -0.04% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -4,000 | -100.0% | -0.07% | – |
| K | Exit | KELLOGG CO | $0 | – | -8,559 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-04
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.