Retirement Group, LLC - Q4 2021 holdings

$229 Million is the total value of Retirement Group, LLC's 783 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 29.3% .

 Value Shares↓ Weighting
BRKB BuyBERKSHIRE HATHAWAY INC DELcl b new$32,685,000
+21.2%
109,316
+10.6%
14.27%
+15.0%
XLG BuyINVESCO EXCHANGE TRADED FD Ts&p 500 top 50$21,870,000
+24.4%
59,254
+11.3%
9.55%
+18.1%
MDYV BuySPDR SER TRs&p 400 mdcp val$11,128,000
+16.9%
156,508
+8.9%
4.86%
+10.9%
SLYV BuySPDR SER TRs&p 600 smcp val$11,086,000
+11.5%
130,849
+7.9%
4.84%
+5.8%
SCHD BuySCHWAB STRATEGIC TRus dividend eq$10,131,000
+27.3%
125,341
+17.0%
4.42%
+20.9%
XOM BuySPDR SER TR$8,458,000
+14.1%
137,372
+9.7%
3.69%
+8.3%
CVX SellCHEVRON CORP NEW$8,357,000
-1.4%
71,212
-14.8%
3.65%
-6.4%
QQQ SellINVESCO QQQ TRunit ser 1$5,186,000
+10.4%
13,034
-21.5%
2.26%
+4.8%
VTV BuyVANGUARD INDEX FDSvalue etf$4,756,000
+38.1%
32,330
+27.1%
2.08%
+31.1%
VUG SellVANGUARD INDEX FDSgrowth etf$4,393,000
+8.5%
13,689
-1.9%
1.92%
+3.0%
CAT BuyCATERPILLAR INC$4,120,000
+9.6%
19,929
+1.8%
1.80%
+4.1%
JEF BuyJEFFERIES FINL GROUP INC$3,885,000
+22.7%
100,135
+17.4%
1.70%
+16.5%
SPY BuySPDR S&P 500 ETF TRtr unit$3,472,000
+16.9%
7,310
+5.7%
1.52%
+11.1%
BAM BuyBROOKFIELD ASSET MGMT INCcl a ltd vt sh$3,328,000
+22.7%
55,114
+8.7%
1.45%
+16.4%
IVV SellISHARES TRcore s&p500 etf$3,165,000
-23.1%
6,635
-30.5%
1.38%
-27.0%
FPE SellFIRST TR EXCH TRADED FD IIIpfd secs inc etf$2,982,000
-35.6%
146,743
-34.9%
1.30%
-38.9%
VIG BuyVANGUARD SPECIALIZED FUNDSdiv app etf$2,592,000
+12.7%
15,090
+0.8%
1.13%
+6.9%
T SellA T & T INC$2,554,000
-16.2%
103,836
-8.0%
1.12%
-20.5%
IWM BuyISHARES TRrussell 2000 etf$2,503,000
+133.1%
11,253
+129.1%
1.09%
+121.3%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$2,458,000
+52.5%
20,694
+90.0%
1.07%
+44.8%
SCHZ SellSCHWAB STRATEGIC TRus aggregate b$2,199,000
-3.5%
40,796
-2.8%
0.96%
-8.4%
AMZN BuyAMAZON COM INC$2,074,000
+18.4%
622
+16.7%
0.90%
+12.4%
VRP BuyINVESCO EXCH TRADED FD TR IIvar rate pfd$1,848,000
+62.7%
71,300
+64.6%
0.81%
+54.6%
GLD BuySPDR GOLD TR$1,803,000
+13.9%
10,549
+9.4%
0.79%
+8.1%
SCHB SellSCHWAB STRATEGIC TRus brd mkt etf$1,796,000
+2.6%
15,889
-5.7%
0.78%
-2.6%
DGRO BuyISHARES TRcore div grwth$1,792,000
+14.6%
32,235
+3.5%
0.78%
+8.8%
MSFT BuyMODERNA INC$1,549,000
+46.3%
4,611
+22.9%
0.68%
+38.8%
GDX SellVANECK VECTORS ETF TRgold miners etf$1,421,000
-40.7%
44,357
-45.5%
0.62%
-43.8%
AAPL BuyAPPLE INC$1,416,000
+55.4%
7,974
+23.8%
0.62%
+47.5%
NVDA BuyNVIDIA CORPORATION$1,388,000
+42.1%
4,718
+0.0%
0.61%
+35.0%
VLUE BuyISHARES TRmsci usa value$1,321,000
+17.1%
12,064
+7.7%
0.58%
+11.2%
VTI  VANGUARD INDEX FDStotal stk mkt$1,283,000
+8.7%
5,3130.0%0.56%
+3.1%
COP BuyCONOCOPHILLIPS$1,279,000
+23.1%
17,717
+15.6%
0.56%
+16.7%
VEA SellVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$1,146,000
-3.6%
22,440
-4.7%
0.50%
-8.6%
IGSB SellISHARES TR$1,135,000
-27.0%
21,062
-26.0%
0.50%
-30.8%
SCHV BuySCHWAB STRATEGIC TRus lcap va etf$1,052,000
+12.8%
14,372
+4.0%
0.46%
+7.0%
FTSL SellFIRST TR EXCHANGE-TRADED FDsenior ln fd$1,021,000
-59.1%
21,308
-59.2%
0.45%
-61.2%
SLQD SellISHARES TR0-5yr invt gr cp$1,006,000
-12.7%
19,713
-11.6%
0.44%
-17.2%
ADBE BuyADOBE SYSTEMS INCORPORATED$992,000
-1.3%
1,750
+0.2%
0.43%
-6.3%
VYM BuyVANGUARD WHITEHALL FDShigh div yld$992,000
+10.0%
8,850
+1.4%
0.43%
+4.3%
O BuyREALTY INCOME CORP$966,000
+45.7%
13,490
+32.0%
0.42%
+38.4%
SCHP BuySCHWAB STRATEGIC TRus tips etf$941,000
+1.2%
14,966
+0.8%
0.41%
-4.0%
SRLN SellSSGA ACTIVE ETF TRblkstn gsosrln$937,000
-50.5%
20,527
-50.1%
0.41%
-53.0%
GTO SellINVESCO ACTIVELY MANAGED ETFtotal return$933,000
-12.1%
16,562
-11.5%
0.41%
-16.6%
PDI NewPIMCO DYNAMIC INCOME FD$931,00035,929
+100.0%
0.41%
NOBL BuyPROSHARES TRs&p 500 dv arist$887,000
+89.5%
9,037
+70.9%
0.39%
+80.0%
MTUM SellISHARES TRmsci usa mmentm$880,000
-0.2%
4,839
-3.7%
0.38%
-5.4%
SGOL SellABERDEEN STD GOLD ETF TR$875,000
+1.6%
49,815
-2.6%
0.38%
-3.5%
FNDA BuySCHWAB STRATEGIC TRschwab fdt us sc$851,000
+9.7%
15,310
+3.9%
0.37%
+3.9%
AGG BuyISHARES TRcore us aggbd et$839,000
+194.4%
7,353
+196.3%
0.37%
+179.4%
VBR BuyVANGUARD INDEX FDSsm cp val etf$810,000
+31.5%
4,527
+24.5%
0.35%
+25.1%
FDX BuyFEDEX CORP$735,000
+26.9%
2,841
+7.6%
0.32%
+20.7%
SIVR SellABERDEEN STD SILVER ETF TR$720,000
+2.1%
32,122
-2.6%
0.31%
-3.1%
TSLA BuyTESLA INC$709,000
+54.8%
671
+13.7%
0.31%
+46.9%
OGIG BuyOSI ETF TR$680,000
-4.0%
21,529
+3.9%
0.30%
-8.9%
IJH SellISHARES TRcore s&p mcp etf$666,000
+2.8%
2,354
-4.5%
0.29%
-2.3%
BW BuyBABCOCK & WILCOX ENTERPRISES$592,000
+4.8%
22,514
+4.3%
0.26%
-0.8%
PFFD SellGLOBAL X FDSus pfd etf$592,000
-63.5%
22,988
-63.5%
0.26%
-65.4%
SCHF SellSCHWAB STRATEGIC TRintl eqty etf$575,000
+0.3%
14,780
-0.3%
0.25%
-4.6%
AFIN  AMERICAN FIN TR INC$555,000
+13.5%
60,7800.0%0.24%
+7.6%
SPSB SellSPDR SER TRportfolio short$548,000
-19.2%
17,694
-18.4%
0.24%
-23.4%
IVLU BuyISHARES TRmsci intl vlu ft$518,000
+2.2%
20,369
+3.4%
0.23%
-3.0%
ETV SellEATON VANCE TAX-MANAGED BUY-$509,000
-15.3%
30,430
-19.0%
0.22%
-19.6%
LQD SellISHARES TRiboxx inv cp etf$500,000
-4.6%
3,775
-4.2%
0.22%
-9.5%
PSX BuyPHILLIPS 66$484,000
+13.6%
6,684
+10.0%
0.21%
+7.7%
HON BuyHONEYWELL INTL INC$481,000
-0.2%
2,308
+1.6%
0.21%
-5.4%
SCHH BuySCHWAB STRATEGIC TRus reit etf$481,000
+15.3%
9,133
+0.0%
0.21%
+9.4%
EFAV SellISHARES TRmsci eafe min vl$462,000
-3.8%
6,015
-5.5%
0.20%
-8.6%
PGF SellINVESCO EXCHANGE TRADED FD Tfinl pfd etf$463,000
-59.6%
24,626
-59.3%
0.20%
-61.7%
BX SellBLACKSTONE GROUP INC$451,000
+8.7%
3,488
-2.2%
0.20%
+3.1%
SHY  ISHARES TR1 3 yr treas bd$436,000
-0.7%
5,1000.0%0.19%
-5.9%
WM  WASTE MGMT INC DEL$431,000
+11.9%
2,5810.0%0.19%
+6.2%
PFXF SellVANECK VECTORS ETF TRpfd secs ex finl$414,000
-51.5%
18,902
-53.0%
0.18%
-53.9%
GOOGL BuyALPHABET INCcap stk cl a$385,000
+54.6%
133
+43.0%
0.17%
+46.1%
IBM BuyINTERNATIONAL BUSINESS MACHS$377,000
-3.3%
9,923
+0.4%
0.16%
-7.8%
SCHO SellSCHWAB STRATEGIC TRsht tm us tres$376,000
-10.7%
7,399
-10.0%
0.16%
-15.5%
GOOG BuyALPHABET INCcap stk cl c$373,000
+41.3%
129
+30.3%
0.16%
+34.7%
IYLD BuyISHARES TRmrngstr inc etf$365,000
+58.7%
15,180
+58.1%
0.16%
+50.0%
PGHY SellINVESCO EXCH TRADED FD TR IIgbl srt trm hy$354,000
-22.4%
16,585
-21.0%
0.16%
-26.2%
FMAT SellFIDELITY MERRIMACK STR TRmsci matls index$354,000
-40.6%
6,866
-41.0%
0.16%
-43.4%
APTS BuyPREFERRED APT CMNTYS INC$345,000
+122.6%
19,104
+51.0%
0.15%
+112.7%
XMHQ BuyINVESCO EXCHANGE TRADED FD Ts&p mdcp quality$341,000
+62.4%
4,253
+53.8%
0.15%
+53.6%
NOC  NORTHROP GRUMMAN CORP$339,000
+7.6%
8760.0%0.15%
+2.1%
RDIV SellINVESCO EXCH TRADED FD TR IIs&p ultra divide$323,000
+0.3%
7,660
-7.3%
0.14%
-4.7%
INTC SellINTEL CORP$318,000
-69.1%
6,180
-68.0%
0.14%
-70.6%
AGGY SellWISDOMTREE TRyield enhancd us$319,000
-34.8%
6,169
-34.5%
0.14%
-38.2%
SHYG SellISHARES TR0-5yr hi yl cp$317,000
-10.2%
7,008
-9.3%
0.14%
-14.8%
VDE BuyVANGUARD WORLD FDSenergy etf$305,000
+208.1%
3,931
+194.0%
0.13%
+189.1%
SCHE BuySCHWAB STRATEGIC TRemrg mkteq etf$302,000
+1.3%
10,212
+4.3%
0.13%
-3.6%
SCHM BuySCHWAB STRATEGIC TRus mid-cap etf$291,000
+5.1%
3,617
+0.1%
0.13%0.0%
XLK BuySELECT SECTOR SPDR TRtechnology$285,000
+16.8%
1,637
+0.1%
0.12%
+10.7%
PCG SellPG&E CORP$285,000
+8.4%
23,469
-14.5%
0.12%
+2.5%
SCHA  SCHWAB STRATEGIC TRus sml cap etf$278,000
+2.2%
2,7170.0%0.12%
-3.2%
VZ BuyVERIZON COMMUNICATIONS INC$274,000
+31.1%
5,281
+36.7%
0.12%
+25.0%
VT  VANGUARD INTL EQUITY INDEX Ftt wrld st etf$276,000
+5.3%
2,5700.0%0.12%0.0%
WPM SellWHEATON PRECIOUS METALS CORP$275,000
+13.6%
6,417
-0.5%
0.12%
+8.1%
BAC SellBK OF AMERICA CORP$275,000
-17.2%
6,180
-21.1%
0.12%
-21.6%
CWB SellSPDR SER TRblmbrg brc cnvrt$267,000
-13.3%
3,217
-10.9%
0.12%
-17.6%
EFV BuyISHARES TReafe value etf$263,000
+10.5%
4,433
+12.2%
0.12%
+5.5%
MO BuyMONSTER BEVERAGE CORP NEW$262,000
+4.4%
5,527
+0.2%
0.11%
-0.9%
FLRN SellSPDR SER TRblomberg brc inv$260,000
-23.5%
8,507
-23.4%
0.11%
-27.6%
BP  BP PLCsponsored adr$258,000
-10.1%
17,6840.0%0.11%
-14.4%
PFF SellISHARES TRpfd and incm sec$256,000
-59.2%
6,487
-59.9%
0.11%
-61.2%
WDIV BuySPDR INDEX SHS FDSs&p glbdiv etf$245,000
+12.9%
3,703
+12.5%
0.11%
+7.0%
SCHR SellSCHWAB STRATEGIC TRintrm trm tres$239,000
-14.9%
4,260
-14.1%
0.10%
-19.4%
SPHY  SPDR SER TRportfli high yld$239,000
-0.8%
8,9860.0%0.10%
-6.3%
DVY BuyISHARES TRselect divid etf$234,000
+7.8%
1,909
+1.0%
0.10%
+2.0%
IVE SellISHARES TRs&p 500 val etf$232,000
+5.5%
1,481
-2.0%
0.10%0.0%
IJR BuyISHARES TRcore s&p scp etf$228,000
+90.0%
1,991
+80.8%
0.10%
+81.8%
AMD SellADVANCED MICRO DEVIC$224,000
+35.8%
1,555
-3.1%
0.10%
+28.9%
ADI BuyANALOG DEVICES INC$222,000
+9.4%
1,263
+4.5%
0.10%
+4.3%
ESHY SellISHARES TRxtrck jp mrg esg$220,000
-10.6%
2,039
-18.3%
0.10%
-15.0%
BA BuyBOEING CO$212,000
-8.2%
1,055
+0.1%
0.09%
-12.3%
ABBV  ABBVIE INC$212,000
+25.4%
1,5690.0%0.09%
+19.2%
BND BuyVANGUARD BD INDEX FDStotal bnd mrkt$212,000
+9.8%
2,500
+10.9%
0.09%
+4.5%
PSLV SellSPROTT PHYSICAL SILVER TRtr unit$207,000
+3.5%
25,835
-0.9%
0.09%
-2.2%
SUSA SellISHARES TRmsci usa esg slc$205,000
-13.5%
1,925
-22.0%
0.09%
-18.3%
XLE BuySELECT SECTOR SPDR TRenergy$205,000
+38.5%
3,690
+29.8%
0.09%
+30.9%
ETB  EATON VANCE TAX MNGED BUY WR$204,000
+6.8%
11,9390.0%0.09%
+1.1%
FB BuyMETA PLATFORMS INCcl a$201,0000.0%597
+0.7%
0.09%
-4.3%
SCHG BuySCHWAB STRATEGIC TRus lcap gr etf$198,000
+43.5%
1,212
+30.0%
0.09%
+36.5%
PFE BuyPFIZER INC$192,000
+40.1%
3,257
+1.9%
0.08%
+33.3%
SLV BuyISHARES SILVER TRishares$192,000
+10.3%
8,903
+5.1%
0.08%
+5.0%
ETJ BuyEATON VANCE RISK-MANAGED DIV$190,000
+0.5%
17,737
+0.2%
0.08%
-4.6%
IHI BuyISHARES TRu.s. med dvc etf$186,000
+5.1%
2,829
+0.2%
0.08%0.0%
HYG SellISHARES TRiboxx hi yd etf$184,000
-12.4%
2,115
-11.8%
0.08%
-17.5%
VRIG SellINVESCO ACTIVELY MANAGED ETFvar rate invt$180,000
-5.3%
7,182
-5.2%
0.08%
-9.2%
VNQ BuyVANGUARD INDEX FDSreal estate etf$181,000
+32.1%
1,559
+16.2%
0.08%
+25.4%
PCEF SellINVESCO EXCH TRADED FD TR II$179,000
-29.0%
7,388
-29.7%
0.08%
-32.8%
SellMEDLEY CAP CORP$164,000
-5.2%
3,911
-2.8%
0.07%
-10.0%
DSI BuyISHARES TRmsci kld400 soc$166,000
+31.7%
1,789
+18.2%
0.07%
+24.1%
SPHD BuyINVESCO EXCH TRADED FD TR IIs&p500 hdl vol$162,000
+6.6%
3,588
+0.1%
0.07%
+1.4%
USMV SellISHARES TRmsci usa min vol$158,000
-16.0%
1,953
-23.8%
0.07%
-19.8%
XLP SellSELECT SECTOR SPDR TRsbi cons stpls$159,000
+1.9%
2,063
-8.8%
0.07%
-4.2%
UNH BuyUNITEDHEALTH GROUP INC$156,000
+5100.0%
311
+4342.9%
0.07%
+6700.0%
BOND NewPIMCO ETF TRactive bd etf$153,0001,400
+100.0%
0.07%
IGHG SellPROSHARES TRinvt int rt hg$151,000
-3.2%
2,025
-2.1%
0.07%
-8.3%
VUSB NewVANGUARD BD INDEX FDSvanguard ultra$150,0003,012
+100.0%
0.06%
MOAT BuyVANECK VECTORS ETF TRmorningstar wide$142,000
+3.6%
1,870
+0.3%
0.06%
-1.6%
IWP  ISHARES TRrus md cp gr etf$139,000
+3.0%
1,2090.0%0.06%
-1.6%
INDS BuyPACER FDS TRbnchmrk indstr$137,000
+55.7%
2,445
+21.6%
0.06%
+50.0%
GSY SellINVESCO ACTIVELY MANAGED ETFultra shrt dur$135,000
-28.2%
2,676
-28.3%
0.06%
-31.4%
GE BuyGENERAL ELECTRIC CO$135,000
-8.2%
1,430
+0.1%
0.06%
-13.2%
ESGN BuyISHARES INCsustnble intl$136,000
+0.7%
4,158
+2.4%
0.06%
-4.8%
SCHX SellSCHWAB STRATEGIC TRus lrg cap etf$133,000
+1.5%
1,171
-6.9%
0.06%
-3.3%
QUAL BuyISHARES TRmsci usa qlt fct$133,000
+10.8%
915
+0.2%
0.06%
+5.5%
WMT SellWALMART INC$131,000
-83.3%
904
-83.9%
0.06%
-84.2%
IVW BuyISHARES TRs&p 500 grwt etf$129,000
+17.3%
1,539
+3.8%
0.06%
+9.8%
USB SellUS BANCORP DEL$126,000
-9.4%
9,257
-1.5%
0.06%
-14.1%
REET BuyRADWARE LTDglobal reit etf$125,000
+15.7%
3,836
+0.6%
0.06%
+10.0%
VCR  VANGUARD WORLD FDSconsum dis etf$119,000
+10.2%
3500.0%0.05%
+4.0%
AMGN BuyAMGEN INC$119,000
+38.4%
531
+31.4%
0.05%
+30.0%
SOXX BuyISHARES TRphlx semicnd etf$117,000
+46.2%
215
+20.1%
0.05%
+37.8%
DIA BuySPDR DOW JONES INDL AVERAGEut ser 1$114,000
+32.6%
315
+23.5%
0.05%
+25.0%
IXN BuyISHARES TRglobal tech etf$115,000
+13.9%
1,790
+0.2%
0.05%
+8.7%
SDY BuySPDR SER TRs&p divid etf$114,000
+9.6%
886
+0.3%
0.05%
+4.2%
LGLV SellSPDR SER TRssga us lrg etf$113,000
-0.9%
753
-11.6%
0.05%
-5.8%
FMB BuyFIRST TR EXCH TRADED FD IIImanagd mun etf$113,000
+0.9%
1,975
+0.5%
0.05%
-5.8%
PM  PHILIP MORRIS INTL INC$110,0000.0%1,1630.0%0.05%
-5.9%
KEY BuyKEYCORP$110,000
+25.0%
4,752
+17.3%
0.05%
+20.0%
NUSC BuyNUSHARES ETF TRnuveen esg smlcp$107,000
+39.0%
2,536
+43.6%
0.05%
+34.3%
PYPL BuyPAYPAL HLDGS INC$107,000
+13.8%
567
+56.2%
0.05%
+9.3%
XSLV SellINVESCO EXCH TRADED FD TR IIs&p smlcp low$105,000
-28.6%
2,024
-35.3%
0.05%
-32.4%
DIV BuyGLOBAL X FDSglobx supdv us$106,000
+107.8%
5,100
+96.2%
0.05%
+100.0%
XHB BuySPDR SER TRs&p homebuild$101,000
+21.7%
1,183
+2.4%
0.04%
+15.8%
JHMC  JOHN HANCOCK EXCHANGE TRADEDmultifactor co$101,000
+7.4%
1,8000.0%0.04%
+2.3%
IEFA BuyISHARES TRcore msci eafe$98,000
+3.2%
1,307
+1.9%
0.04%
-2.3%
ETY BuyEATON VANCE TAX-MANAGED DIVE$96,000
+43.3%
6,386
+32.6%
0.04%
+35.5%
DON  WISDOMTREE TRus midcap divid$97,000
-4.9%
1,9400.0%0.04%
-10.6%
AMLP SellALPS ETF TRalerian mlp$97,000
-6.7%
2,952
-5.0%
0.04%
-12.5%
VOE  VANGUARD INDEX FDSmcap vl idxvip$88,000
+7.3%
5870.0%0.04%0.0%
ASO  ACADEMY SPORTS & OUTDOORS IN$87,000
+10.1%
1,9810.0%0.04%
+5.6%
AEE  AMEREN CORP$88,000
+8.6%
9940.0%0.04%
+2.7%
NUMV  NUSHARES ETF TRnuveen esg midvl$88,000
+1.1%
2,3910.0%0.04%
-5.0%
SDIV BuyGLOBAL X FDSglb x superdiv$87,000
+42.6%
7,100
+54.3%
0.04%
+35.7%
VIGI BuyVANGUARD WHITEHALL FDSintl dvd etf$86,000
+45.8%
1,010
+49.9%
0.04%
+40.7%
F BuyFORD MTR CO DEL$87,000
+50.0%
4,195
+2.4%
0.04%
+40.7%
IRM BuyIRON MTN INC NEW$85,000
+21.4%
1,626
+0.6%
0.04%
+15.6%
GHYG  ISHARES INCus intl hgh yld$83,000
-2.4%
1,6900.0%0.04%
-7.7%
SPDV BuyETF SER SOLUTIONSaam s&p 500$80,000
+95.1%
2,600
+85.7%
0.04%
+84.2%
DEM SellWISDOMTREE TRemer mkt high fd$81,000
-19.0%
1,859
-19.0%
0.04%
-23.9%
AOK  ISHARES TRconser alloc etf$80,000
+1.3%
2,0000.0%0.04%
-2.8%
JNJ BuyJOHNSON & JOHNSON$77,000
+28.3%
447
+20.5%
0.03%
+21.4%
YYY SellAMPLIFY ETF TR$77,000
-35.3%
4,650
-34.0%
0.03%
-38.2%
VO BuyVANGUARD INDEX FDSmid cap etf$78,000
+8.3%
305
+0.3%
0.03%
+3.0%
RZV SellRHYTHM PHARMACEUTICALS INCs&p sml600 val$77,000
-21.4%
4,220
-2.5%
0.03%
-24.4%
FCEL BuyFUELCELL ENERGY INC$78,000
+52.9%
2,734
+49.4%
0.03%
+47.8%
XMLV BuyINVESCO EXCH TRADED FD TR IIs&p midcp low$73,000
+12.3%
1,245
+0.2%
0.03%
+6.7%
EXG  EATON VANCE TAX-MANAGED GLOB$73,000
+5.8%
6,8820.0%0.03%0.0%
VGK  VANGUARD INTL EQUITY INDEX Fftse europe etf$74,000
+4.2%
1,0860.0%0.03%
-3.0%
GNL  GLOBAL NET LEASE INC$73,000
-3.9%
4,7460.0%0.03%
-8.6%
SIZE BuyISHARES TRmsci usa sze ft$70,000
+7.7%
507
+0.2%
0.03%
+3.3%
KRG NewKITE RLTY GROUP TR$70,0003,236
+100.0%
0.03%
VNOM  VIPER ENERGY PARTNERS LP$70,000
-2.8%
3,3000.0%0.03%
-6.1%
SHAG BuyWISDOMTREE TRyield enhanced$70,0000.0%1,379
+0.4%
0.03%
-3.1%
EMR BuyEMERSON ELEC CO$71,000
+10.9%
763
+12.5%
0.03%
+6.9%
CZA  INVESCO EXCHANGE TRADED FD Tzacks mid cap$72,000
+5.9%
7540.0%0.03%0.0%
IJT  ISHARES TRs&p sml 600 gwt$69,000
+6.2%
5000.0%0.03%0.0%
VGT  VANGUARD WORLD FDSinf tech etf$69,000
+15.0%
1500.0%0.03%
+7.1%
ETW  EATON VANCE TAX-MANAGED GLOB$67,000
+3.1%
5,9850.0%0.03%
-3.3%
VXUS BuyVANGUARD STAR FDSvg tl intl stk f$67,000
+19.6%
1,052
+18.9%
0.03%
+11.5%
ITOT BuyISHARES TRcore s&p ttl stk$67,000
+9.8%
623
+0.2%
0.03%
+3.6%
COST BuyCOSTCO WHSL CORP NEW$66,000
+247.4%
116
+169.8%
0.03%
+222.2%
AMAT  APPLIED MATLS INC$63,000
+23.5%
4000.0%0.03%
+21.7%
IXP BuyISHARES TR$65,0000.0%788
+2.7%
0.03%
-6.7%
RYF NewINVESCO EXCHANGE TRADED FD Ts&p500 eql fin$64,0001,000
+100.0%
0.03%
ICSH  AMPLIFY ETF TRblackrock ultra$59,000
-20.3%
6750.0%0.03%
-23.5%
CSCO BuyCROWDSTRIKE HLDGS INC$60,000
+36.4%
861
+24.8%
0.03%
+30.0%
TGT BuyTARGET CORP$59,000
+47.5%
255
+45.7%
0.03%
+44.4%
SO BuySOUTHERN CO$60,000
+13.2%
479
+0.4%
0.03%
+8.3%
NTRS  INTELLIA THERAPEUTICS INC$59,000
-11.9%
5000.0%0.03%
-16.1%
NAK BuyNORTHERN DYNASTY MINERALS LT$58,000
+56.8%
4,506
+496.0%
0.02%
+47.1%
ARKK  ARK ETF TRinnovation etf$57,000
-13.6%
5990.0%0.02%
-16.7%
IWS  ISHARES TRrus mdcp val etf$57,000
+9.6%
4630.0%0.02%
+4.2%
XSOE  WISDOMTREE TRem ex st-owned$54,000
-1.8%
1,4780.0%0.02%
-4.0%
LQDH SellISHARES U S ETF TRint rt hdg c b$56,000
-39.1%
580
-39.9%
0.02%
-42.9%
HGLB BuyISHARES TR$56,000
+1.8%
4,431
+2.0%
0.02%
-4.0%
PLUG BuyPLUG POWER INC$54,000
+575.0%
1,930
+543.3%
0.02%
+500.0%
MCD BuyMCDONALDS CORP$54,000
+80.0%
203
+62.4%
0.02%
+71.4%
IR BuyISHARES TR$55,000
+31.0%
1,398
+27.3%
0.02%
+26.3%
DJD BuyINVESCO EXCHANGE TRADED FD Tdj indl avg dv$56,000
+7.7%
1,227
+0.8%
0.02%0.0%
SR  SPIRE INC$56,000
+5.7%
8600.0%0.02%0.0%
ENB  ENBRIDGE INC$52,000
-1.9%
1,3350.0%0.02%
-4.2%
MU BuyMICRON TECHNOLOGY INC$52,000
+136.4%
555
+82.0%
0.02%
+130.0%
NTAP  NETAPP INC$52,000
+2.0%
5670.0%0.02%0.0%
VHT  VANGUARD WORLD FDShealth car etf$53,000
+8.2%
2000.0%0.02%0.0%
SAVA BuyCASSAVA SCIENCES INC$53,000
-18.5%
1,215
+15.7%
0.02%
-23.3%
FNDF SellSCHWAB STRATEGIC TRschwb fdt int lg$51,000
-13.6%
1,570
-12.4%
0.02%
-18.5%
VWO  VANGUARD INTL EQUITY INDEX Fftse emr mkt etf$51,000
-1.9%
1,0370.0%0.02%
-8.3%
XLU SellSELECT SECTOR SPDR TRsbi int-utils$51,000
+13.3%
711
-0.1%
0.02%
+4.8%
VCLT  VANGUARD SCOTTSDALE FDSlg-term cor bd$48,0000.0%4550.0%0.02%
-4.5%
AVGO BuyBROADCOM INC$48,000
+92.0%
163
+22.6%
0.02%
+90.9%
SPLV BuyINVESCO EXCH TRADED FD TR IIs&p500 low vol$49,000
+11.4%
717
+0.3%
0.02%
+5.0%
IEMG SellISHARES INCcore msci emkt$48,000
-2.0%
795
-0.5%
0.02%
-8.7%
SPB SellSPECTRUM BRANDS HLDGS INC NE$48,000
+4.3%
476
-0.6%
0.02%0.0%
IWO BuyISHARES TRrus 2000 grw etf$49,000
+36.1%
166
+37.2%
0.02%
+23.5%
VCIT BuyVANGUARD SCOTTSDALE FDSint-term corp$45,0000.0%484
+1.0%
0.02%
-4.8%
IOVA SellIOVANCE BIOTHERAPEUTICS INC$45,000
-57.9%
2,350
-46.0%
0.02%
-59.2%
QLD NewPROSHARES TR$45,000500
+100.0%
0.02%
SSO NewPROSHARES TR$44,000300
+100.0%
0.02%
FTNT BuyFORTINET INC$43,000
+26.5%
120
+3.4%
0.02%
+18.8%
MA SellMASTERCARD INCORPORATEDcl a$43,000
+2.4%
120
-0.8%
0.02%0.0%
XLF BuySELECT SECTOR SPDR TRsbi int-finl$43,000
+2.4%
1,113
+0.1%
0.02%0.0%
CMCSA BuyCOMCAST CORP NEWcl a$42,000
+281.8%
835
+309.3%
0.02%
+260.0%
OKE BuyONEOK INC NEW$41,000
+141.2%
700
+133.3%
0.02%
+125.0%
LVS  LAS VEGAS SANDS CORP$41,000
+2.5%
1,0800.0%0.02%0.0%
QQQJ  INVESCO EXCH TRADED FD TR IInasdaqnxtgen100$41,000
+2.5%
1,2100.0%0.02%0.0%
SHOP  SHOPIFY INCcl a$39,000
+2.6%
280.0%0.02%0.0%
HD BuyHOME DEPOT INC$39,000
+160.0%
95
+111.1%
0.02%
+142.9%
IAU  ISHARES GOLD TRUSTishares$39,000
+5.4%
1,1080.0%0.02%0.0%
CN BuyDBX ETF TRxtrack msci chna$38,0000.0%980
+5.5%
0.02%0.0%
PHYS SellSPROTT PHYSICAL GOLD TRunit$39,0000.0%2,689
-4.9%
0.02%
-5.6%
KMI BuyKINDER MORGAN INC DEL$37,000
-2.6%
2,360
+2.7%
0.02%
-5.9%
NEE BuyNEXTERA ENERGY INC$36,000
+71.4%
386
+41.9%
0.02%
+60.0%
AOR  ISHARES TRgrwt allocat etf$34,000
+3.0%
6000.0%0.02%0.0%
DIAL BuyCOLUMBIA ETF TR Idiversifid fxd$35,0000.0%1,638
+0.6%
0.02%
-6.2%
ABT BuyABBOTT LABS$34,000
+1600.0%
245
+1125.0%
0.02%
+1400.0%
IXUS BuyISHARES TRcore msci total$35,000
+25.0%
490
+25.6%
0.02%
+15.4%
MDLZ BuyMONDELEZ INTL INCcl a$34,000
+54.5%
519
+39.1%
0.02%
+50.0%
SLYG  SPDR SER TRs&p 600 smcp grw$35,000
+6.1%
3760.0%0.02%0.0%
KO BuyCOCA COLA CO$32,000
+14.3%
543
+0.9%
0.01%
+7.7%
PG BuyPROCTER AND GAMBLE CO$31,000
+72.2%
191
+46.9%
0.01%
+75.0%
VBK  VBI VACCINES INCsml cp grw etf$33,000
-2.9%
1,2580.0%0.01%
-12.5%
COWZ NewPACER FDS TRus cash cows 100$33,000695
+100.0%
0.01%
GWW BuyGRAINGER W W INC$33,000
+73.7%
65
+35.4%
0.01%
+55.6%
DIS  WALT DISNEY CO$32,000
-8.6%
2080.0%0.01%
-12.5%
RWO BuySPDR INDEX SHS FDSdj glb rl es etf$31,000
+10.7%
553
+1.1%
0.01%
+7.7%
ESCR SellDBX ETF TRxtrck blombrg ba$33,000
-55.4%
1,507
-55.3%
0.01%
-58.8%
PBI  PITNEY BOWES INC$33,000
-8.3%
5,0000.0%0.01%
-17.6%
GLOB NewGLOBANT S A$31,000100
+100.0%
0.01%
NUMG NewNUSHARES ETF TRnuveen esg midcp$32,000650
+100.0%
0.01%
MRK BuyMPLX LP$32,000
+6.7%
610
+0.3%
0.01%0.0%
AA BuyALCOA CORP$30,000
+150.0%
500
+100.0%
0.01%
+116.7%
IWD  ISHARES TRrus 1000 val etf$29,000
+7.4%
1730.0%0.01%
+8.3%
EZM BuyWISDOMTREE TRus midcap fund$29,000
+7.4%
519
+0.4%
0.01%
+8.3%
RSP BuyINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$29,000
+7.4%
179
+0.6%
0.01%
+8.3%
TIP BuyISHARES TRtips bd etf$30,0000.0%234
+1.3%
0.01%
-7.1%
HYEM SellVANECK VECTORS ETF TRemerging mkts hi$30,000
-33.3%
1,325
-31.5%
0.01%
-38.1%
VOO SellVANGUARD INDEX FDS$28,000
+7.7%
65
-1.5%
0.01%0.0%
SYK BuySTRYKER CORPORATION$27,000
+92.9%
99
+86.8%
0.01%
+100.0%
M  MACYS INC$27,000
+17.4%
1,0390.0%0.01%
+9.1%
IWN BuyISHARES TRrus 2000 val etf$28,000
+47.4%
166
+43.1%
0.01%
+33.3%
IGBH SellISHARES U S ETF TRint rt hd long$28,000
-83.1%
1,131
-82.9%
0.01%
-84.2%
CRM  SALESFORCE COM INC$28,000
-6.7%
1100.0%0.01%
-14.3%
PEP BuyPEPSICO INC$28,000
+64.7%
161
+38.8%
0.01%
+50.0%
PNW NewPINNACLE WEST CAP CORP$28,000400
+100.0%
0.01%
NEAR SellISHARES U S ETF TRblackrock st mat$27,000
-57.1%
549
-56.6%
0.01%
-58.6%
SCZ BuyISHARES TReafe sml cp etf$27,0000.0%371
+0.8%
0.01%0.0%
REGI NewRENEWABLE ENERGY GROUP INC$28,000650
+100.0%
0.01%
GOLF  ACUSHNET HOLDINGS CORP$27,000
+17.4%
5000.0%0.01%
+9.1%
DGRW BuyWISDOMTREE TRus qtly div grt$27,000
+22.7%
406
+8.6%
0.01%
+20.0%
DUK BuyDUKE ENERGY CORP NEW$27,000
+50.0%
261
+44.2%
0.01%
+50.0%
UNM  UNUM GROUP$26,000
-3.7%
1,0000.0%0.01%
-8.3%
LMT SellLOCKHEED MARTIN CORP$26,000
-96.2%
72
-96.3%
0.01%
-96.5%
NewRIVIAN AUTOMOTIVE INC$26,000250
+100.0%
0.01%
VTIP SellVANGUARD MALVERN FDSstrm infproidx$25,000
-19.4%
482
-19.0%
0.01%
-21.4%
SPLK BuySPDR SER TR$26,000
+23.8%
838
+23.6%
0.01%
+10.0%
FIDU NewFIDELITY COVINGTON TRUSTmsci indl indx$25,000439
+100.0%
0.01%
ISCF BuyISHARES TRmsci intl sml cp$26,000
+73.3%
725
+70.6%
0.01%
+57.1%
MMM Buy3M CO$26,000
+44.4%
145
+45.0%
0.01%
+37.5%
JPST SellJ P MORGAN EXCHANGE-TRADED Fultra shrt inc$26,000
-13.3%
519
-11.1%
0.01%
-21.4%
TLT SellISHARES TR20 yr tr bd etf$26,000
-99.6%
176
-99.6%
0.01%
-99.6%
QUS SellSPDR SER TRmsci usa strtgic$26,000
-25.7%
196
-33.6%
0.01%
-31.2%
LUV BuySOUTHWEST AIRLS CO$22,000
+4.8%
1,391
+3.7%
0.01%0.0%
NewORION OFFICE REIT INC$23,0001,247
+100.0%
0.01%
PSK BuySPDR SER TRwells fg pfd etf$23,0000.0%542
+0.9%
0.01%
-9.1%
HYHG  PROSHARES TRhgh yld int rate$24,0000.0%3750.0%0.01%
-9.1%
NFLX BuyNETFLIX INC$23,000
+27.8%
39
+34.5%
0.01%
+25.0%
SMMD BuyISHARES TRrusel 2500 etf$24,000
+71.4%
365
+69.8%
0.01%
+66.7%
PHM NewPULTE GROUP INC$23,000400
+100.0%
0.01%
HYZD  WISDOMTREE TRhedged hi yld bd$24,0000.0%1,0750.0%0.01%
-9.1%
RTX BuyRAYTHEON TECHNOLOGIES CORP$22,000
+57.1%
256
+57.1%
0.01%
+66.7%
CRWD  CRISPR THERAPEUTICS AGcl a$24,000
-33.3%
3230.0%0.01%
-41.2%
ED BuyCONSOLIDATED EDISON INC$23,000
+64.3%
271
+41.9%
0.01%
+66.7%
CVS  CVS HEALTH CORP$22,000
+22.2%
2090.0%0.01%
+25.0%
CAH  CARDINAL HEALTH INC$22,000
+4.8%
4310.0%0.01%0.0%
JPM  JPMORGAN CHASE & CO$24,000
-4.0%
1510.0%0.01%
-9.1%
STAG BuySTAG INDL INC$22,000
+144.4%
458
+98.3%
0.01%
+150.0%
FIBR SellISHARES TRu.s. fixed incme$22,000
-83.8%
226
-83.3%
0.01%
-84.1%
IRBO  ISHARES TRrobotics artif$24,000
-4.0%
5800.0%0.01%
-9.1%
GLTR  ABERDEEN STD PRECIOUS METALSphyscl pm basket$22,0000.0%2500.0%0.01%0.0%
SCHK BuySCHWAB STRATEGIC TR1000 index etf$22,000
+10.0%
462
+0.2%
0.01%
+11.1%
CAPE SellBARCLAYS BANK PLCipath shilr cape$20,000
-50.0%
860
-54.3%
0.01%
-50.0%
ILTB  ILLUMINA INCcore lt usdb etf$21,000
-8.7%
560.0%0.01%
-18.2%
AMT BuyAMERICAN TOWER CORP NEW$20,000
+900.0%
69
+885.7%
0.01%
+800.0%
ECL NewECOLAB INC$20,00086
+100.0%
0.01%
ET SellENERGY TRANSFER LP$20,000
-33.3%
2,450
-20.7%
0.01%
-35.7%
APD NewAIR PROD & CHEMICALS INC$20,00065
+100.0%
0.01%
VFC BuyV F CORP$20,000
+42.9%
267
+25.4%
0.01%
+50.0%
GSK  GROWGENERATION CORPsponsored adr$20,000
-16.7%
8040.0%0.01%
-18.2%
LIN NewLINDE PLC$21,00060
+100.0%
0.01%
SHW NewSHERWIN WILLIAMS CO$21,00060
+100.0%
0.01%
IXC  ISHARES TRglobal energ etf$21,0000.0%7750.0%0.01%
-10.0%
V SellVISA INC$20,000
-9.1%
94
-6.0%
0.01%
-10.0%
BKLN  INVESCO EXCH TRADED FD TR IIsr ln etf$21,0000.0%9520.0%0.01%
-10.0%
DOV BuyDOVER CORP$21,000
+16.7%
118
+0.9%
0.01%
+12.5%
PPG NewPPG INDS INC$21,000121
+100.0%
0.01%
LOW NewLOWES COS INC$21,00081
+100.0%
0.01%
MDY  SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$18,000
+5.9%
350.0%0.01%0.0%
NKE NewNIKE INCcl b$19,000115
+100.0%
0.01%
KBWY BuyKELLOGG COkbw prem yield$18,000
+125.0%
402
+54.6%
0.01%
+100.0%
FPXI BuyFIRST TR EXCHANGE TRADED FDintl equity opp$19,000
+90.0%
325
+116.7%
0.01%
+60.0%
FSK SellFS KKR CAPITAL CORP$19,000
-13.6%
904
-7.8%
0.01%
-20.0%
PSP  INVESCO EXCHANGE TRADED FD Tgbl listed pvt$19,000
+5.6%
1,2250.0%0.01%0.0%
JETS BuyJETBLUE AWYS CORP$19,000
-9.5%
902
+0.2%
0.01%
-20.0%
IMCV  ISHARES TRmrgstr md cp val$19,000
+5.6%
2820.0%0.01%0.0%
TAN  INVESCO EXCH TRADED FD TR IIsolar etf$19,000
-5.0%
2500.0%0.01%
-11.1%
CTXS  CITRIX SYS INC$19,000
-9.5%
2000.0%0.01%
-20.0%
CCXI NewCHEMOCENTRYX INC$18,000500
+100.0%
0.01%
IEF SellISHARES TRbarclays 7 10 yr$18,000
-40.0%
155
-40.4%
0.01%
-42.9%
EPD  ENTERPRISE PRODS PARTNERS L$19,0000.0%8800.0%0.01%
-11.1%
CCI NewCROWN CASTLE INTL CORP NEW$19,00090
+100.0%
0.01%
VV SellVANGUARD INDEX FDSlarge cap etf$18,000
-25.0%
81
-33.1%
0.01%
-27.3%
VCSH  VANGUARD SCOTTSDALE FDSshrt trm corp bd$19,0000.0%2310.0%0.01%
-11.1%
SPYD SellSPDR SER TRprtflo s&p500 hi$17,000
-86.4%
401
-87.4%
0.01%
-87.7%
ATNM  ACTINIUM PHARMACEUTICALS INC$17,000
+13.3%
1,1290.0%0.01%0.0%
VYMI  VANGUARD WHITEHALL FDSintl high etf$15,0000.0%2250.0%0.01%0.0%
GBIL  GOLDMAN SACHS ETF TRacces treasury$17,0000.0%1740.0%0.01%
-12.5%
BAR  GRANITESHARES GOLD TR$15,000
+7.1%
8000.0%0.01%
+16.7%
HTA  HEALTHCARE TR AMER INCcl a new$17,000
+13.3%
5000.0%0.01%0.0%
IIPR  INNOVATIVE INDL PPTYS INC$17,000
+13.3%
640.0%0.01%0.0%
X SellUNITED STATES STL CORP NEW$17,000
-71.2%
700
-74.1%
0.01%
-74.1%
SPHB  INVESCO EXCH TRADED FD TR IIs&p 500 hb etf$15,000
+15.4%
1840.0%0.01%
+16.7%
XRLV  INVESCO EXCH TRADED FD TR IIs&p 500 ex rat$17,000
+13.3%
3250.0%0.01%0.0%
DDT  DILLARDS INCcl a$17,0000.0%6000.0%0.01%
-12.5%
USO  UNITED STS OIL FD LPunits$17,000
+6.2%
3120.0%0.01%0.0%
GLW BuyCORNING INC$15,0000.0%409
+0.7%
0.01%0.0%
TM NewTOYOTA MOTOR CORPads$15,00081
+100.0%
0.01%
ISCV  ISHARES TRmrning sm cp etf$17,000
+6.2%
2790.0%0.01%0.0%
TMUS BuyT-MOBILE US INC$15,000
+650.0%
129
+821.4%
0.01%
+600.0%
FLOT SellISHARES TRfltg rate nt etf$16,000
-42.9%
307
-43.9%
0.01%
-46.2%
WPC NewWP CAREY INC$17,000205
+100.0%
0.01%
SQ BuySQUARE INCcl a$17,000
-29.2%
104
+4.0%
0.01%
-36.4%
ARKF  ARK ETF TRfintech innova$15,000
-16.7%
3710.0%0.01%
-12.5%
BIIB BuyBIOGEN INC$15,000
-11.8%
64
+8.5%
0.01%
-12.5%
LAC SellLITHIUM AMERS CORP NEW$16,000
-75.4%
550
-81.0%
0.01%
-76.7%
BuyLUCID GROUP INC$16,000
+77.8%
430
+16.2%
0.01%
+75.0%
SPTS  SPDR SER TRportfolio sh tsr$15,0000.0%4870.0%0.01%0.0%
JNK  SPDR SER TRbloomberg brclys$15,0000.0%1340.0%0.01%0.0%
BSV  VANGUARD BD INDEX FDSshort trm bond$15,000
-6.2%
1900.0%0.01%0.0%
GILD  GILEAD SCIENCES INC$14,000
+7.7%
1920.0%0.01%0.0%
ACB  AURORA CANNABIS INC$13,000
+44.4%
5710.0%0.01%
+50.0%
BIDU  BAIDU INCspon adr rep a$13,0000.0%870.0%0.01%0.0%
BAMR SellBROOKFIELD ASSET MGMT REINScl a exch lt vtg$14,000
+16.7%
219
-0.9%
0.01%0.0%
FDNI BuyFIRST TR EXCHANGE TRADED FDdj intl intrnt$14,000
+75.0%
400
+100.0%
0.01%
+50.0%
ALXN  ALBEMARLE CORP$14,000
+7.7%
600.0%0.01%0.0%
SBUX NewSTARBUCKS CORP$13,000115
+100.0%
0.01%
DOW  DOW INC$13,0000.0%2290.0%0.01%0.0%
EMLC  VANECK VECTORS ETF TRuranium nuclear$13,000
-7.1%
4550.0%0.01%0.0%
ABC NewAMERISOURCEBERGEN CORP$13,000100
+100.0%
0.01%
CB NewCHUBB LIMITED$13,00065
+100.0%
0.01%
PRPO  PRECIPIO INC$11,000
-42.1%
6,7500.0%0.01%
-44.4%
AFL NewAFLAC INC$12,000199
+100.0%
0.01%
XBI  SPDR SER TRs&p biotech$11,000
-15.4%
1000.0%0.01%
-16.7%
ATO NewATMOS ENERGY CORP$11,000106
+100.0%
0.01%
AWK NewAMERICAN WTR WKS CO INC NEW$11,00057
+100.0%
0.01%
STOR BuySTORE CAP CORP$11,000
+1000.0%
312
+1735.3%
0.01%
DD  DUPONT DE NEMOURS INC$12,000
+20.0%
1430.0%0.01%0.0%
BRO NewBROWN & BROWN INC$12,000172
+100.0%
0.01%
NLY BuyNIKOLA CORP$12,000
+71.4%
1,374
+57.2%
0.01%
+66.7%
TD NewTORONTO DOMINION BK ONT$11,000140
+100.0%
0.01%
RY NewROYAL BK CDA$11,000100
+100.0%
0.01%
SPGI NewS&P GLOBAL INC$11,00023
+100.0%
0.01%
JKHY NewHENRY JACK & ASSOC INC$11,00063
+100.0%
0.01%
FDS NewFACTSET RESH SYS INC$11,00023
+100.0%
0.01%
CMS NewCMS ENERGY CORP$11,000163
+100.0%
0.01%
ACN NewACCENTURE PLC IRELAND$11,00026
+100.0%
0.01%
IEI BuyISHARES TR3 7 yr treas bd$12,0000.0%94
+1.1%
0.01%
-16.7%
UMH NewUMH PPTYS INC$11,000400
+100.0%
0.01%
IPO  RENAISSANCE CAP GREENWICH FDipo etf$12,000
-14.3%
2150.0%0.01%
-16.7%
SVM  SILVERCORP METALS INC$11,0000.0%3,0000.0%0.01%0.0%
WEC NewWEC ENERGY GROUP INC$11,000109
+100.0%
0.01%
CBSH NewCOMMERCE BANCSHARES INC$11,000158
+100.0%
0.01%
ICE NewINTERCONTINENTAL EXCHANGE IN$11,00080
+100.0%
0.01%
MPC  MARATHON PETE CORP$11,0000.0%1750.0%0.01%0.0%
ES NewEVERSOURCE ENERGY$11,000117
+100.0%
0.01%
MDT NewMEDTRONIC PLC$11,000104
+100.0%
0.01%
MUB  ISHARES TRnational mun etf$11,0000.0%940.0%0.01%0.0%
GM  GENERAL MTRS CO$12,000
+20.0%
1990.0%0.01%0.0%
BLK NewBLACKROCK INC$11,00012
+100.0%
0.01%
EMB  ISHARES TRjpmorgan usd emg$11,0000.0%970.0%0.01%0.0%
NewINVENTRUST PPTYS CORP$11,000391
+100.0%
0.01%
RPG  INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt$11,000
+10.0%
500.0%0.01%0.0%
SRET SellGLOBAL X FDSreit etf$11,000
-60.7%
1,176
-60.3%
0.01%
-61.5%
RQI NewCOHEN & STEERS QUALITY INCOM$11,000580
+100.0%
0.01%
NIO BuyNIO INCspon ads$12,000
-7.7%
388
+6.9%
0.01%
-16.7%
NEO  NEOGENOMICS INC$11,000
-26.7%
3200.0%0.01%
-28.6%
IDV  ISHARES TRintl sel div etf$9,0000.0%3000.0%0.00%0.0%
SLB  SCHLUMBERGER LTD$9,0000.0%3030.0%0.00%0.0%
STWD SellSTARWOOD PPTY TR INC$9,000
-10.0%
385
-7.2%
0.00%
-20.0%
BMY  BRISTOL-MYERS SQUIBB CO$9,0000.0%1450.0%0.00%0.0%
CHD NewCHURCH & DWIGHT CO INC$10,000100
+100.0%
0.00%
CLX NewCLOROX CO DEL$9,00054
+100.0%
0.00%
REZI  RESIDEO TECHNOLOGIES INC$10,000
+11.1%
3780.0%0.00%0.0%
BIV BuyVANGUARD BD INDEX FDSintermed term$10,0000.0%110
+1.9%
0.00%
-20.0%
TXN NewTEXAS INSTRS INC$9,00050
+100.0%
0.00%
RNP NewCOHEN & STEERS REIT & PFD &$10,000365
+100.0%
0.00%
KSS  KOHLS CORP$9,000
+12.5%
1800.0%0.00%0.0%
IYW  ISHARES TRu.s. tech etf$10,000
+11.1%
840.0%0.00%0.0%
NewKYNDRYL HLDGS INC$10,000548
+100.0%
0.00%
AEP BuyAMERICAN ELEC PWR CO INC$9,000
+12.5%
104
+1.0%
0.00%0.0%
SJM NewSMUCKER J M CO$10,00072
+100.0%
0.00%
CL NewCOLGATE PALMOLIVE CO$10,000118
+100.0%
0.00%
XEL NewXCEL ENERGY INC$10,000153
+100.0%
0.00%
BNS NewBANK NOVA SCOTIA B C$10,000146
+100.0%
0.00%
XHR NewXENIA HOTELS & RESORTS INC$9,000488
+100.0%
0.00%
STZ  CONSTELLATION BRANDS INCcl a$10,000
+25.0%
400.0%0.00%0.0%
BMO NewBANK OF MONTREAL$10,00095
+100.0%
0.00%
EEMV  EDITAS MEDICINE INCmsci emerg mrkt$9,000
-30.8%
3250.0%0.00%
-33.3%
UAL  UNITED AIRLS HLDGS INC$10,000
-9.1%
2290.0%0.00%
-20.0%
URTH  ISHARES INCmsci world etf$10,000
+11.1%
750.0%0.00%0.0%
ADP NewAUTOMATIC DATA PROCESSING IN$10,00041
+100.0%
0.00%
AAP  ADVANCE AUTO PARTS INC$10,000
+25.0%
400.0%0.00%0.0%
QQQM BuyINVESCO EXCH TRADED FD TR IInasdaq 100 etf$9,00052
+1633.3%
0.00%
EOG  EOG RES INC$9,000
+12.5%
1010.0%0.00%0.0%
BBC  ETFIS SER TR Ivirtus lifesc ct$10,000
-9.1%
2500.0%0.00%
-20.0%
RYH NewINVESCO EXCHANGE TRADED FD Ts&p500 eql hlt$10,00032
+100.0%
0.00%
DEA NewEASTERLY GOVT PPTYS INC$10,000450
+100.0%
0.00%
PTBD NewPACER FDS TRtrendpilot us bd$9,000350
+100.0%
0.00%
MORT NewVANECK ETF TRUSTmortgage reit$9,000520
+100.0%
0.00%
RDSA  ROYAL DUTCH SHELL PLCspons adr a$9,0000.0%1970.0%0.00%0.0%
HYS  PIMCO ETF TR0-5 high yield$9,0000.0%910.0%0.00%0.0%
TROW NewPRICE T ROWE GROUP INC$10,00051
+100.0%
0.00%
GMRE NewGLOBAL MED REIT INC$10,000580
+100.0%
0.00%
BC  BRUNSWICK CORP$10,0000.0%1000.0%0.00%
-20.0%
BFA NewBROWN FORMAN CORPcl a$9,000127
+100.0%
0.00%
BR NewBROADRIDGE FINL SOLUTIONS IN$10,00056
+100.0%
0.00%
GLPI BuyGAMING & LEISURE PPTYS INC$6,0000.0%126
+1.6%
0.00%0.0%
HEDJ  WISDOMTREE TReurope hedged eq$8,0000.0%1000.0%0.00%
-25.0%
UNP BuyUNION PAC CORP$6,000
+100.0%
25
+92.3%
0.00%
+200.0%
CTVA  CORTEVA INC$7,000
+16.7%
1430.0%0.00%0.0%
MTZ  MASTEC INC$7,000
+16.7%
750.0%0.00%0.0%
MMP  MAGELLAN MIDSTREAM PRTNRS LP$8,0000.0%1690.0%0.00%
-25.0%
SPIB  SPDR SER TRportfolio intrmd$7,0000.0%1900.0%0.00%0.0%
VWOB  VANGUARD WHITEHALL FDSemerg mkt bd etf$8,0000.0%1000.0%0.00%
-25.0%
INSG  INSEEGO CORP$6,000
-14.3%
1,0000.0%0.00%0.0%
SCCO  SOUTHERN COPPER CORP$6,0000.0%1000.0%0.00%0.0%
VNQI BuyVANGUARD INTL EQUITY INDEX Fglb ex us etf$6,0000.0%114
+5.6%
0.00%0.0%
COIN BuyCOINBASE GLOBAL INC$7,000
+16.7%
27
+8.0%
0.00%0.0%
QEFA BuySPDR INDEX SHS FDSmsci eafe strtgc$8,0000.0%106
+1.0%
0.00%
-25.0%
PEN NewPENUMBRA INC$6,00020
+100.0%
0.00%
CCL  CARNIVAL CORPunit 99/99/9999$6,000
-25.0%
3130.0%0.00%
-25.0%
PRFT BuyPERFICIENT INC$6,000
+200.0%
43
+138.9%
0.00%
+200.0%
SPXC  SPX CORP$7,0000.0%1220.0%0.00%0.0%
GLDM  WORLD GOLD TRspdr gld minis$6,0000.0%3390.0%0.00%0.0%
ITA  ISHARES TRus aer def etf$6,0000.0%600.0%0.00%0.0%
LHX NewL3HARRIS TECHNOLOGIES INC$8,00036
+100.0%
0.00%
TSM  TAIWAN SEMICONDUCTOR MFG LTDsponsored ads$6,000
+20.0%
490.0%0.00%
+50.0%
AXP  AMERICAN EXPRESS CO$8,0000.0%500.0%0.00%
-25.0%
HPQ  HP INC$8,000
+33.3%
2030.0%0.00%0.0%
KSTR  KRANESHARES TRsse star mrkt 50$7,0000.0%3000.0%0.00%0.0%
GTE NewGRAN TIERRA ENERGY INC$6,0008,000
+100.0%
0.00%
BECN BuyBEACON ROOFING SUPPLY INC$8,000
+60.0%
140
+28.4%
0.00%
+50.0%
JHMM  JOHN HANCOCK EXCHANGE TRADEDmultifactor mi$6,000
+20.0%
1060.0%0.00%
+50.0%
VB  VANGUARD INDEX FDSsmall cp etf$7,0000.0%330.0%0.00%0.0%
WAB  WABTEC$6,000
+20.0%
600.0%0.00%
+50.0%
PFM SellINVESCO EXCHANGE TRADED FD Tdivid achievev$8,000
-89.0%
210
-89.6%
0.00%
-91.2%
MGV BuyVANGUARD WORLD FDmega cap val etf$7,000
+16.7%
62
+1.6%
0.00%0.0%
PSCT  INVESCO EXCH TRADED FD TR IIs&p smlcp info$7,000
+16.7%
460.0%0.00%0.0%
URI BuyUNITED RENTALS INC$7,000
+16.7%
22
+22.2%
0.00%0.0%
GNRC  GENERAC HLDGS INC$6,000
-14.3%
170.0%0.00%0.0%
FLOW  SPX FLOW INC$6,000
+20.0%
710.0%0.00%
+50.0%
OHI BuyOMEGA HEALTHCARE INVS INC$8,0000.0%264
+2.3%
0.00%
-25.0%
BSCM  INVESCO EXCH TRD SLF IDX FD$8,0000.0%3910.0%0.00%
-25.0%
APTV  APTIV PLC$8,000
+14.3%
500.0%0.00%0.0%
CNC BuyCENTENE CORP DEL$6,000
+50.0%
71
+1.4%
0.00%
+50.0%
KRE  SPDR SER TRs&p regl bkg$7,0000.0%1020.0%0.00%0.0%
EWC  ISHARES INCmsci cda etf$7,0000.0%1830.0%0.00%0.0%
VMBS  VANGUARD SCOTTSDALE FDSmortg-back sec$4,0000.0%750.0%0.00%0.0%
YOLO  ADVISORSHARES TRpure cannabis$5,000
-16.7%
3600.0%0.00%
-33.3%
AMX  AMERICA MOVIL SAB DE CV$5,000
+25.0%
2400.0%0.00%0.0%
ASTR BuyASTRA SPACE INC$4,000
+300.0%
600
+300.0%
0.00%
AN BuyAUTONATION INC$5,000
+25.0%
46
+31.4%
0.00%0.0%
WRB  BERKLEY W R CORP$5,0000.0%660.0%0.00%0.0%
BST NewBLACKROCK SCIENCE & TECHNOLO$5,000107
+100.0%
0.00%
BSTZ NewBLACKROCK SCIENCE & TECHNOLO$5,000140
+100.0%
0.00%
HRB BuyBLOCK H & R INC$5,0000.0%208
+1.0%
0.00%0.0%
CBRE BuyCBRE GROUP INCcl a$4,000
+100.0%
39
+56.0%
0.00%
+100.0%
TOKE  CAMBRIA ETF TRcannabis etf$5,000
-16.7%
4300.0%0.00%
-33.3%
LUMN BuyLULULEMON ATHLETICA INC$5,000
+66.7%
12
+50.0%
0.00%
+100.0%
CHTR  CHARTER COMMUNICATIONS INC Ncl a$5,000
-16.7%
80.0%0.00%
-33.3%
CLF NewCLEVELAND-CLIFFS INC NEW$5,000250
+100.0%
0.00%
NewDIGITAL WORLD ACQUISITION CO$5,000100
+100.0%
0.00%
DY  DYCOM INDS INC$5,000
+25.0%
570.0%0.00%0.0%
EA  ELECTRONIC ARTS INC$4,0000.0%270.0%0.00%0.0%
FKU  FIRST TR EXCH TRD ALPHDX FDunit king alph$5,000
+25.0%
1030.0%0.00%0.0%
GPN NewGLOBAL PMTS INC$4,00033
+100.0%
0.00%
PSCC  INVESCO EXCH TRADED FD TR IIs&p smlcp stap$4,000
+33.3%
330.0%0.00%
+100.0%
SPVU  INVESCO EXCH TRADED FD TR IIs&p 500 enhncd$5,0000.0%1220.0%0.00%0.0%
EWA  ISHARES INCmsci aust etf$4,0000.0%1510.0%0.00%0.0%
EMHY SellISHARES INCjp mrgn em hi bd$5,000
-64.3%
120
-61.3%
0.00%
-66.7%
IYT  ISHARES TRtrans avg etf$4,0000.0%150.0%0.00%0.0%
EFA  ISHARES TRmsci eafe etf$5,0000.0%600.0%0.00%0.0%
IGV  ISHARES TRexpanded tech$5,0000.0%130.0%0.00%0.0%
IUSG  ISHARES TRcore s&p us gwt$5,0000.0%450.0%0.00%0.0%
IYF  ISHARES TRu.s. finls etf$4,0000.0%480.0%0.00%0.0%
IGIB  ISHARES TR$5,0000.0%780.0%0.00%0.0%
ISTB  ISHARES TRcore 1 5 yr usd$5,0000.0%920.0%0.00%0.0%
IAGG  ISHARES TRcore intl aggr$4,0000.0%760.0%0.00%0.0%
JEPI  J P MORGAN EXCHANGE-TRADED Fequity premium$5,0000.0%850.0%0.00%0.0%
LEA  LIBERTY GLOBAL PLC$4,0000.0%1200.0%0.00%0.0%
HZO BuyMARINEMAX INC$5,000
+150.0%
78
+62.5%
0.00%
+100.0%
MSTR  MICROSTRATEGY INCcl a new$5,000
-16.7%
100.0%0.00%
-33.3%
MPWR NewMONOLITHIC PWR SYS INC$5,00010
+100.0%
0.00%
OTIS BuyOREILLY AUTOMOTIVE INC$5,000
+66.7%
7
+40.0%
0.00%
+100.0%
PLTR BuyPALANTIR TECHNOLOGIES INCcl a$5,000
-28.6%
282
+2.2%
0.00%
-33.3%
QLGN NewQUALIGEN THERAPEUTICS INC$4,0003,500
+100.0%
0.00%
RMBS  RAMBUS INC DEL$5,000
+66.7%
1550.0%0.00%
+100.0%
NewROCKET LAB USA INC$4,000300
+100.0%
0.00%
SPEM BuySPDR INDEX SHS FDSportfolio emg mk$5,0000.0%124
+2.5%
0.00%0.0%
XME  SPDR SER TRs&p metals mng$4,0000.0%850.0%0.00%0.0%
SNAP  SNAP INCcl a$4,000
-42.9%
880.0%0.00%
-33.3%
TWTR  TWITTER INC$4,000
-33.3%
1000.0%0.00%
-33.3%
BLV  VANGUARD BD INDEX FDSlong term bond$4,0000.0%350.0%0.00%0.0%
VGIT  VANGUARD SCOTTSDALE FDSinter term treas$5,0000.0%750.0%0.00%0.0%
VMW BuyVMWARE INC$4,000
+33.3%
31
+63.2%
0.00%
+100.0%
VOD  VODAFONE GROUP PLC NEWsponsored adr$5,0000.0%3510.0%0.00%0.0%
WMB  WILLIAMS COS INC$5,0000.0%2000.0%0.00%0.0%
YRCW  YRC WORLDWIDE INCyrc worldwide inc$4,000
+100.0%
3130.0%0.00%
+100.0%
SPOT BuySPOTIFY TECHNOLOGY S A$4,000
+100.0%
15
+66.7%
0.00%
+100.0%
VSS  VANGUARD INTL EQUITY INDEX Fftse smcap etf$2,0000.0%150.0%0.00%0.0%
NEM NewNEWMONT CORP$2,00032
+100.0%
0.00%
EVRG  EVERGY INC$2,0000.0%340.0%0.00%0.0%
USRT  ISHARES TRcre u s reit etf$2,000
+100.0%
250.0%0.00%
NBEV  NEWAGE INC$3,0000.0%2,5000.0%0.00%0.0%
NYCB  NEW YORK CMNTY BANCORP INC$2,000
-33.3%
2000.0%0.00%0.0%
IYZ NewISHARES TR$3,00090
+100.0%
0.00%
KMB BuyKEYSIGHT TECHNOLOGIES INC$3,000
+200.0%
13
+225.0%
0.00%
IUSV  ISHARES TRcore s&p us vlu$2,0000.0%280.0%0.00%0.0%
SPYG  SPDR SER TRprtflo s&p500 gw$3,000
+50.0%
350.0%0.00%0.0%
ME New23ANDME HOLDING CO$3,000500
+100.0%
0.00%
KMPH  KEMPHARM INC$3,000
-25.0%
4000.0%0.00%
-50.0%
DNP  DNP SELECT INCOME FD INC$2,0000.0%1950.0%0.00%0.0%
XLI  SELECT SECTOR SPDR TRsbi int-inds$3,0000.0%330.0%0.00%0.0%
JBL  JABIL INC$3,000
+50.0%
370.0%0.00%0.0%
IWF  ISHARES TRrus 1000 grw etf$2,0000.0%80.0%0.00%0.0%
CEF  SPROTT PHYSICAL GOLD & SILVEtr unit$3,0000.0%1940.0%0.00%0.0%
QRVO BuyQORVO INC$3,000
+200.0%
17
+112.5%
0.00%
ULTA  ULTA BEAUTY INC$3,0000.0%70.0%0.00%0.0%
CMG  CHIPOTLE MEXICAN GRILL INC$2,0000.0%10.0%0.00%0.0%
THD  ISHARES INCmsci thailnd etf$3,0000.0%430.0%0.00%0.0%
EWZ  ISHARES INCmsci brazil etf$3,0000.0%1080.0%0.00%0.0%
 CARIBOU BIOSCIENCES INC$2,0000.0%1000.0%0.00%0.0%
UPS SellUNITED PARCEL SERVICE INCcl b$3,000
-57.1%
13
-67.5%
0.00%
-66.7%
BSCN  INVESCO EXCH TRD SLF IDX FD$2,0000.0%960.0%0.00%0.0%
VSTM NewVERASTEM INC$2,0001,000
+100.0%
0.00%
RNLX SellRENALYTIX PLCads$3,000
-91.4%
200
-94.0%
0.00%
-93.8%
SWK  STANLEY BLACK & DECKER INC$2,000
+100.0%
80.0%0.00%
USHY  ISHARES TRbroad usd high$2,0000.0%600.0%0.00%0.0%
SVC  SERVICE PPTYS TR$2,0000.0%2060.0%0.00%0.0%
PLD  PROLOGIS INC.$3,000
+50.0%
170.0%0.00%0.0%
REGN NewREGENERON PHARMACEUTICALS$3,0005
+100.0%
0.00%
CI  CIGNA CORP NEW$3,000
+50.0%
120.0%0.00%0.0%
SPYV  SPDR SER TRprtflo s&p500 vl$3,0000.0%820.0%0.00%0.0%
SCHI NewSCHWAB STRATEGIC TR5 10yr corp bd$2,00040
+100.0%
0.00%
IGR NewCBRE GBL REAL ESTATE INC FD$3,000270
+100.0%
0.00%
SNLN  HIGHLAND FDS Ihi ld iboxx srln$3,0000.0%1980.0%0.00%0.0%
HPE  HEWLETT PACKARD ENTERPRISE C$2,0000.0%1440.0%0.00%0.0%
BAX  BAXTER INTL INC$2,000
+100.0%
180.0%0.00%
HRI  HERC HLDGS INC$3,0000.0%170.0%0.00%0.0%
ON  ON SEMICONDUCTOR CORP$3,000
+50.0%
500.0%0.00%0.0%
SIRI  SIRIUS XM HOLDINGS INC$3,0000.0%5000.0%0.00%0.0%
SPWR  SUNPOWER CORP$2,0000.0%840.0%0.00%0.0%
WHR  WHIRLPOOL CORP$3,0000.0%140.0%0.00%0.0%
RWR  SPDR SER TRdj reit etf$2,000
+100.0%
140.0%0.00%
OCSL NewOAKTREE SPECIALTY LENDING CO$2,000331
+100.0%
0.00%
EPI  WISDOMTREE TRindia erngs fd$3,0000.0%750.0%0.00%0.0%
AVY  AVERY DENNISON CORP$3,0000.0%130.0%0.00%0.0%
AGR  AVANGRID INC$2,0000.0%340.0%0.00%0.0%
PAVE  GLOBAL X FDSus infr dev etf$3,0000.0%1000.0%0.00%0.0%
DRIV  GLOBAL X FDSautonmous ev etf$3,0000.0%1000.0%0.00%0.0%
TJX  TJX COS INC NEW$2,0000.0%240.0%0.00%0.0%
ARGT  GLOBAL X FDSgb msci ar etf$3,0000.0%890.0%0.00%0.0%
GD NewGENERAL DYNAMICS CORP$3,00014
+100.0%
0.00%
BuyGXO LOGISTICS INCORPORATED$3,000
+200.0%
29
+93.3%
0.00%
GOVT  ISHARES TRus treas bd etf$2,0000.0%760.0%0.00%0.0%
ABNB  AIRBNB INC$3,0000.0%160.0%0.00%0.0%
A  AGILENT TECHNOLOGIES$3,0000.0%170.0%0.00%0.0%
ENZL  ISHARES TRnew zealand etf$3,0000.0%520.0%0.00%0.0%
AMC NewAMC ENTMT HLDGS INC$3,000100
+100.0%
0.00%
FSR  FISKER INC$2,000
+100.0%
1000.0%0.00%
YETI BuyYETI HLDGS INC$3,000
+50.0%
33
+73.7%
0.00%0.0%
NEV  NUVEEN ENHANCED MUN VALUE FD$2,0000.0%1480.0%0.00%0.0%
ATH  ATHENE HOLDING LTDcl a$2,0000.0%270.0%0.00%0.0%
ATVI BuyACTIVISION BLIZZARD INC$2,000
+100.0%
27
+170.0%
0.00%
RJF  RAYMOND JAMES FINL INC$2,0000.0%190.0%0.00%0.0%
BBU  BROOKFIELD BUSINESS PARTNERSunit ltd lp$3,0000.0%700.0%0.00%0.0%
SPDW  SPDR INDEX SHS FDSportfolio devlpd$3,0000.0%820.0%0.00%0.0%
NewGLOBALFOUNDRIES INCordinary shares$3,00040
+100.0%
0.00%
ACAD BuyARBUTUS BIOPHARMA CORP$2,0000.0%600
+20.0%
0.00%0.0%
ARKG  ARK ETF TRgenomic rev etf$3,000
-25.0%
500.0%0.00%
-50.0%
TER NewTERADYNE INC$2,00013
+100.0%
0.00%
ASGN BuyASGN INC$2,00015
+275.0%
0.00%
NI  NISOURCE INC$2,000
+100.0%
600.0%0.00%
STX  SEAGATE TECHNOLOGY HLDNGS PL$2,0000.0%210.0%0.00%0.0%
CONE  CO-DIAGNOSTICS INC$0350.0%0.00%
NewCYNGN INC$1,000200
+100.0%
0.00%
CMI  CUMMINS INC$1,0000.0%60.0%0.00%
NewCONTEXT THERAPEUTICS INC$0155
+100.0%
0.00%
CFG  CITIZENS FINL GROUP INC$1,0000.0%220.0%0.00%
CC  CHEMOURS CO$0110.0%0.00%
CNP  CENTERPOINT ENERGY INC$1,0000.0%370.0%0.00%
CGC  CANOPY GROWTH CORP$1,000
-50.0%
1210.0%0.00%
-100.0%
CP NewCANADIAN PAC RY LTD$1,00020
+100.0%
0.00%
CNQ  CANADIAN NAT RES LTD$1,0000.0%320.0%0.00%
VRTX BuyVERTEX PHARMACEUTICALS INC$1,0000.0%4
+33.3%
0.00%
VTRS SellVIATRIS INC$1,0000.0%43
-4.4%
0.00%
 CAMBER ENERGY INC$010.0%0.00%
SPCE NewVIRGIN GALACTIC HOLDINGS INC$025
+100.0%
0.00%
JOET  VIRTUS ETF TR IIvirtus us qlty$1,0000.0%210.0%0.00%
ELAN ExitELANCO ANIMAL HEALTH INC$0-2
-100.0%
0.00%
BTI  BRITISH AMERN TOB PLCsponsored adr$1,0000.0%240.0%0.00%
BLNK  BLINK CHARGING CO$1,0000.0%250.0%0.00%
SAN  BANCO SANTANDER S.A.adr$01290.0%0.00%
WFC  WELLS FARGO CO NEW$0100.0%0.00%
WRK  WESTROCK CO$1,0000.0%130.0%0.00%
BBL  BHP GROUP PLCsponsored adr$1,0000.0%200.0%0.00%
ACLS NewAXCELIS TECHNOLOGIES INC$01
+100.0%
0.00%
AZN  ASTRAZENECA PLCsponsored adr$1,0000.0%100.0%0.00%
ARCC  ARES CAPITAL CORP$0110.0%0.00%
MT  ARCELORMITTAL SA LUXEMBOURGny registry sh$1,0000.0%250.0%0.00%
AIT  APPLIED INDL TECHNOLOGIES IN$1,0000.0%130.0%0.00%
SAP  SAP SEspon adr$1,0000.0%80.0%0.00%
ALB  AKAMAI TECHNOLOGIES INC$1,0000.0%110.0%0.00%
WDAY NewWORKDAY INCcl a$01
+100.0%
0.00%
AFRM NewAFFIRM HLDGS INC$01
+100.0%
0.00%
YEXT NewYEXT INC$1,000100
+100.0%
0.00%
ZBH  ZIMMER BIOMET HOLDINGS INC$1,0000.0%40.0%0.00%
ACR  ACRES COMMERCIAL REALTY CORP$010.0%0.00%
CPRI NewCAPRI HOLDINGS LIMITED$04
+100.0%
0.00%
METX NewMETEN HOLDING GROUP LTD$1,0002,000
+100.0%
0.00%
NCLH BuyNORWEGIAN CRUISE LINE HLDG L$019
+35.7%
0.00%
ABEV  AMBEV S A Fsponsored adr$01580.0%0.00%
PRU  PRUDENTIAL FINL INC$1,0000.0%100.0%0.00%
PANW  PALO ALTO NETWORKS INC$1,00010.0%0.00%
PPL  PPL CORP$1,0000.0%340.0%0.00%
PJT  PJT PARTNERS INC$020.0%0.00%
OSTK  OVERSTOCK COM INC DEL$030.0%0.00%
ORPH  ORPHAZYME A Sads$0500.0%0.00%
OGN  ORGANON & CO$0150.0%0.00%
ORAN  ORANGEsponsored adr$1,0000.0%520.0%0.00%
DNOW  NOW INC$0500.0%0.00%
 MICRO FOCUS INTL PLCspon adr new$0150.0%0.00%
MELI  MERCADOLIBRE INC$1,000
-50.0%
10.0%0.00%
-100.0%
SHAK NewSHAKE SHACK INCcl a$02
+100.0%
0.00%
 MATTERPORT INC$0130.0%0.00%
MP NewMP MATERIALS CORP$03
+100.0%
0.00%
MIN  MFS INTER INCOME TRsh ben int$1,0000.0%1660.0%0.00%
SITM NewSITIME CORP$01
+100.0%
0.00%
SNN  SMITH & NEPHEW PLCspdn adr new$1,0000.0%270.0%0.00%
LYG  LLOYDS BANKING GROUP PLCsponsored adr$1,0000.0%2900.0%0.00%
LNC  LINCOLN NATL CORP IND$1,0000.0%140.0%0.00%
LLY  LIBERTY LATIN AMERICA LTD$080.0%0.00%
KRBN NewKRANESHARES TRglobal carb stra$02
+100.0%
0.00%
KWEB  KRANESHARES TRcsi chi internet$1,000
-50.0%
340.0%0.00%
-100.0%
JD  JD.COM INCspon adr cl a$060.0%0.00%
AMJ  JPMORGAN CHASE & COalerian ml etn$1,0000.0%330.0%0.00%
IBTD  ISHARES TRibonds 23 trm ts$1,0000.0%470.0%0.00%
REM  ISHARES TRmortge rel etf$1,0000.0%310.0%0.00%
IBDN  ISHARES TRibonds dec22 etf$1,0000.0%480.0%0.00%
NewSTRAN & COMPANY INC$1,000180
+100.0%
0.00%
EPHE  ISHARES TRmsci philips etf$1,0000.0%380.0%0.00%
RGR BuySTURM RUGER & CO INC$1,0000.0%13
+30.0%
0.00%
SMFG  SUMITOMO MITSUI FINL GROUP Isponsored adr$1,0000.0%2100.0%0.00%
SYY  SYSCO CORP$1,0000.0%190.0%0.00%
TTWO  TAKE-TWO INTERACTIVE SOFTWAR$1,00030.0%0.00%
IHE  ISHARES TRu.s. pharma etf$1,0000.0%40.0%0.00%
TTM  TATA MTRS LTDsponsored adr$1,0000.0%290.0%0.00%
IHF  ISHARES TRus hlthcr pr etf$1,0000.0%50.0%0.00%
TEVA  TEVA PHARMACEUTICAL INDS LTDsponsored ads$0310.0%0.00%
IYM  ISHARES TRu.s. bas mtl etf$1,0000.0%60.0%0.00%
TLRY  TILRAY INC$1,000
-50.0%
1350.0%0.00%
-100.0%
TTE  TOTALENERGIES SEsponsored ads$1,0000.0%150.0%0.00%
ERIC ExitERICSSONadr b sek 10$0-131
-100.0%
0.00%
TYME  TYME TECHNOLOGIES INC$03000.0%0.00%
TSN  TYSON FOODS INCcl a$1,0000.0%140.0%0.00%
IBB  ISHARES TRnasdaq biotech$1,0000.0%90.0%0.00%
PATH NewUIPATH INCcl a$02
+100.0%
0.00%
RWJ  INVESCO EXCH TRADED FD TR II REVs&p smallcap 600$1,0000.0%100.0%0.00%
DBC NewINVESCO DB COMMDY INDX TRCKunit$05
+100.0%
0.00%
ADRE  INVESCO BLDRS INDEX FDS TRemgring mkts50$1,0000.0%310.0%0.00%
UNIT  UNITI GROUP INC$0140.0%0.00%
NSPR  INSPIREMD INC$040.0%0.00%
HUN  HUNTSMAN CORP$1,0000.0%370.0%0.00%
VLO  VALERO ENERGY CORP$1,0000.0%120.0%0.00%
HR  HLTHCARE REALTY TR$010.0%0.00%
HSBC  HSBC HLDGS PLCspon adr new$1,0000.0%250.0%0.00%
GDDY  GODADDY INCcl a$030.0%0.00%
LIT NewGLOBAL X FDSlithium btry etf$02
+100.0%
0.00%
PSFE ExitPAYSAFE LIMITEDord$0-31
-100.0%
0.00%
GTBP  GT BIOPHARMA INC$0440.0%0.00%
FIVN NewFIVE9 INC$01
+100.0%
0.00%
FISV  FISERV INC$1,0000.0%90.0%0.00%
NewFIRST WATCH RESTAURANT GROUP$018
+100.0%
0.00%
FYT  FIRST TR EXCHANGE-TRADED ALPsml cap val alph$1,0000.0%250.0%0.00%
FJP  FIRST TR EXCH TRD ALPHDX FDjapan alphadex$1,0000.0%150.0%0.00%
FICO BuyFAIR ISAAC CORP$1,0002
+100.0%
0.00%
EMQQ  EXCHANGE TRADED CONCEPTS TRemqq em intern$1,0000.0%200.0%0.00%
WATT NewENERGOUS CORP$070
+100.0%
0.00%
EME  EMCOR GROUP INC$1,0000.0%110.0%0.00%
EW NewEDWARDS LIFESCIENCES CORP$01
+100.0%
0.00%
DISCA NewDISCOVERY INC$013
+100.0%
0.00%
DNN  DENISON MINES CORP$0500.0%0.00%
DAL  DELTA AIR LINES INC DEL$1,0000.0%190.0%0.00%
DAR  DARLING INGREDIENTS INC$1,0000.0%140.0%0.00%
DXC  DXC TECHNOLOGY CO$0120.0%0.00%
VEC  VECTRUS INC$020.0%0.00%
AGNC  A G N C INVESTMENT CORP$050.0%0.00%
DM ExitDESKTOP METAL INC$0-55
-100.0%
0.00%
AER  AERCAP HOLDINGS NV$1,0000.0%220.0%0.00%
BKD ExitBROOKDALE SR LIVING INC$0-100
-100.0%
0.00%
RLMD ExitRELMADA THERAPEUTICS INC$0-5
-100.0%
0.00%
XPO ExitXPO LOGISTICS INC$0-15
-100.0%
0.00%
VALE ExitVALE S Asponsored ads$0-103
-100.0%
0.00%
UP ExitWHEELS UP EXPERIENCE INC$0-31
-100.0%
0.00%
DKNG ExitDRAFTKINGS INC$0-20
-100.0%
0.00%
FHTX ExitFOGHORN THERAPEUTICS INC$0-29
-100.0%
0.00%
SPTL  SPDR SER TRportfolio ln tsr$020.0%0.00%
XOP  SPDR SER TRs&p oilgas exp$020.0%0.00%
RBLX NewROBLOX CORPcl a$01
+100.0%
0.00%
RIOT  RIOT BLOCKCHAIN INC$0
-100.0%
220.0%0.00%
RFP  RESOLUTE FST PRODS INC$1,0000.0%840.0%0.00%
NAV ExitNORTHERN DYNASTY MINERALS LT$0-3,750
-100.0%
-0.00%
ICVT ExitISHARES TRconv bd etf$0-65
-100.0%
-0.00%
EGLX ExitENTHUSIAST GAMING HLDGS INC$0-465
-100.0%
-0.00%
ZG ExitZILLOW GROUP INCcl a$0-33
-100.0%
-0.00%
ZTS ExitZOOM VIDEO COMMUNICATIONS INcl a$0-7
-100.0%
-0.00%
KSU ExitKANSAS CITY SOUTHERN$0-7
-100.0%
-0.00%
BSCL ExitINVESCO EXCH TRD SLF IDX FD$0-211
-100.0%
-0.00%
RSX ExitVANECK VECTORS ETF TRrussia etf$0-225
-100.0%
-0.00%
ORCL ExitORACLE CORP$0-69
-100.0%
-0.00%
D ExitDOMINION ENERGY INC$0-116
-100.0%
-0.00%
AOM ExitISHARES TRmodert alloc etf$0-400
-100.0%
-0.01%
BSX ExitBOSTON SCIENTIFIC CORP$0-413
-100.0%
-0.01%
FNDX ExitSCHWAB STRATEGIC TRschwab fdt us lg$0-427
-100.0%
-0.01%
RPAI ExitRETAIL PPTYS AMER INCcl a$0-2,580
-100.0%
-0.02%
BNDX ExitVANGUARD CHARLOTTE FDSintl bd idx etf$0-710
-100.0%
-0.02%
VER ExitVEREIT INC$0-4,243
-100.0%
-0.09%
PCI ExitPIMCO DYNAMIC CR INCOME FD$0-41,571
-100.0%
-0.40%
PGX ExitINVESCO EXCH TRADED FD TR IIpfd etf$0-104,941
-100.0%
-0.72%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-02-09
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
BERKSHIRE HATHAWAY INC DEL15Q3 202318.7%
INVSC S P 500 TOP 50 ETF15Q3 20239.5%
SPDR S&P 400 MID CAP VALUE ETF15Q3 20235.0%
SPDR S&P 600 SMALL CAP VALUE ETF15Q3 20234.8%
SPDR SER TR15Q3 20237.3%
SCHWAB US DIVIDEND EQUITY ETF15Q3 20234.9%
CHEVRON CORP NEW15Q3 20234.1%
ISHARES TREASURY BOND ETF15Q3 20235.3%
QUALIGEN THERAPEUTICS INC15Q3 20233.1%
CATERPILLAR INC DEL15Q3 20232.6%

View Retirement Group, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-06
13F-HR2023-08-15
13F-HR2023-05-12
13F-HR2023-02-15
13F-HR2022-11-14
13F-HR2022-08-04
13F-HR2022-05-06
13F-HR2022-02-09
13F-HR/A2021-11-16

View Retirement Group, LLC's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported number of holdings is incorrect (783 != 782)

Export Retirement Group, LLC's holdings