$259 Million is the total value of Retirement Group, LLC's 852 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 29.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKB | Buy | BERKSHIRE HATHAWAY CLASS Bcl b new | $44,791,000 | +37.0% | 126,919 | +16.1% | 17.30% | +21.2% |
XLG | Buy | INVSC S P 500 TOP 50 ETFs&p 500 top 50 | $23,501,000 | +7.5% | 66,862 | +12.8% | 9.07% | -5.0% |
MDYV | Buy | SPDR S&P 400 MID CAP VALUE ETFs&p 400 mdcp val | $12,644,000 | +13.6% | 179,650 | +14.8% | 4.88% | +0.5% |
SLYV | Buy | SPDR S&P 600 SMALL CAP VALUE ETFs&p 600 smcp val | $12,518,000 | +12.9% | 150,218 | +14.8% | 4.83% | -0.1% |
XOM | Buy | SPDR NYSE TECHNOLOGY ETF | $11,567,000 | +36.8% | 139,702 | +1.7% | 4.47% | +21.0% |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFus dividend eq | $10,851,000 | +7.1% | 137,546 | +9.7% | 4.19% | -5.2% |
CVX | Sell | CHEVRON CORP | $10,641,000 | +27.3% | 65,349 | -8.2% | 4.11% | +12.6% |
TLT | Buy | ISHARES 20 PLS YEAR TREASURY BND ETF20 yr tr bd etf | $5,926,000 | +22692.3% | 44,863 | +25390.3% | 2.29% | +20700.0% |
VTV | Buy | VANGUARD VALUE ETFvalue etf | $5,685,000 | +19.5% | 38,469 | +19.0% | 2.20% | +5.7% |
QQQ | Buy | QUALIGEN THERAPEUTICS INunit ser 1 | $4,935,000 | -4.8% | 17,107 | +31.2% | 1.91% | -15.8% |
SPY | Buy | SPDR S&P 500 ETFtr unit | $4,672,000 | +34.6% | 10,344 | +41.5% | 1.80% | +19.0% |
CAT | Buy | CATERPILLAR INC | $4,462,000 | +8.3% | 20,023 | +0.5% | 1.72% | -4.2% |
VUG | Buy | VANGUARD GROWTH ETFgrowth etf | $4,292,000 | -2.3% | 14,925 | +9.0% | 1.66% | -13.6% |
JEF | Buy | JEFFERIES FINL | $3,947,000 | +1.6% | 120,149 | +20.0% | 1.52% | -10.1% |
BAM | Buy | BROOKFIELD ASSET MGM F CLASS Acl a ltd vt sh | $3,760,000 | +13.0% | 66,472 | +20.6% | 1.45% | -0.1% |
SHY | Buy | ISHARES 1-3 YEAR TREASRY BOND ETF1 3 yr treas bd | $3,629,000 | +732.3% | 43,538 | +753.7% | 1.40% | +637.4% |
T | Buy | A T & T INC | $3,113,000 | +21.9% | 131,740 | +26.9% | 1.20% | +7.8% |
IVV | Buy | ISHARES CORE S&P 500 ETFcore s&p500 etf | $3,033,000 | -4.2% | 6,686 | +0.8% | 1.17% | -15.3% |
BABA | Buy | ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHSsponsored ads | $2,709,000 | +10.2% | 24,897 | +20.3% | 1.05% | -2.5% |
VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFdiv app etf | $2,487,000 | -4.1% | 15,338 | +1.6% | 0.96% | -15.1% |
FPE | Sell | FIRST TRUST PREFERRED SEC INCOME ETFpfd secs inc etf | $2,429,000 | -18.5% | 127,725 | -13.0% | 0.94% | -28.0% |
SCHZ | Buy | SCHWAB US AGGREGATE BOND ETFus aggregate b | $2,223,000 | +1.1% | 43,964 | +7.8% | 0.86% | -10.6% |
AMZN | Buy | AMAZON.COM INC | $2,080,000 | +0.3% | 638 | +2.6% | 0.80% | -11.3% |
SCHB | Buy | SCHWAB US BROAD MARKET ETFus brd mkt etf | $1,752,000 | -2.4% | 32,822 | +106.6% | 0.68% | -13.8% |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFcore div grwth | $1,724,000 | -3.8% | 32,277 | +0.1% | 0.67% | -14.8% |
COP | Sell | CONOCOPHILLIPS | $1,499,000 | +17.2% | 14,990 | -15.4% | 0.58% | +3.8% |
UUP | New | INVESCO DB US DOLLAR INDEX BULLISH FUNDbullish fd | $1,470,000 | – | 55,876 | +100.0% | 0.57% | – |
AAPL | Buy | APPLE INC | $1,424,000 | +0.6% | 8,155 | +2.3% | 0.55% | -11.0% |
MSFT | Sell | MODERNA INC | $1,418,000 | -8.5% | 4,607 | -0.1% | 0.55% | -18.9% |
VLUE | Buy | ISHARES MSCI USA VALUE FACTOR ETFmsci usa value | $1,386,000 | +4.9% | 13,256 | +9.9% | 0.54% | -7.3% |
ETV | Buy | EATON VANCE TAX MANAGED | $1,307,000 | +156.8% | 83,657 | +174.9% | 0.50% | +127.5% |
NVDA | Buy | NVIDIA CORP | $1,299,000 | -6.4% | 4,761 | +0.9% | 0.50% | -17.2% |
VTI | Sell | VANGUARD TOTAL STOCK MARKET ETFtotal stk mkt | $1,187,000 | -7.5% | 5,213 | -1.9% | 0.46% | -18.2% |
SCHV | Buy | SCHWAB US LARGE CAP VALUE ETFus lcap va etf | $1,129,000 | +7.3% | 15,821 | +10.1% | 0.44% | -5.0% |
NOBL | Buy | PROSHARES S&P 500 DIV ARISTOCRAT ETFs&p 500 dv arist | $1,119,000 | +26.2% | 11,790 | +30.5% | 0.43% | +11.6% |
SRLN | Buy | SPDR BLACKSTONE SENIOR LOAN ETFblkstn gsosrln | $1,076,000 | +14.8% | 23,930 | +16.6% | 0.42% | +1.5% |
VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFftse dev mkt etf | $1,072,000 | -6.5% | 22,322 | -0.5% | 0.41% | -17.2% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFhigh div yld | $1,042,000 | +5.0% | 9,280 | +4.9% | 0.40% | -7.2% |
SGOL | Buy | ABRDN PHYSICAL GOLD SHARES ETF | $991,000 | +13.3% | 53,315 | +7.0% | 0.38% | +0.3% |
SCHP | Buy | SCHWAB US TIPS ETFus tips etf | $987,000 | +4.9% | 16,250 | +8.6% | 0.38% | -7.3% |
IWM | Sell | ISHARES RUSSELL 2000 ETFrussell 2000 etf | $963,000 | -61.5% | 4,692 | -58.3% | 0.37% | -66.0% |
VBR | Buy | VANGUARD SMALL CAP VALUE ETFsm cp val etf | $955,000 | +17.9% | 5,426 | +19.9% | 0.37% | +4.2% |
O | Buy | REALTY INCOME CORP DISCO REIT | $952,000 | -1.4% | 13,742 | +1.9% | 0.37% | -12.8% |
VRP | Sell | INVESCO VARIABLE RATE PREFERRED ETFvar rate pfd | $953,000 | -48.4% | 38,996 | -45.3% | 0.37% | -54.4% |
FTSL | Sell | FRST TRST SENR LOAN ETFsenior ln fd | $941,000 | -7.8% | 19,993 | -6.2% | 0.36% | -18.6% |
PDI | Buy | PIMCO DYNAMIC INCOME CF | $932,000 | +0.1% | 38,249 | +6.5% | 0.36% | -11.3% |
FNDA | Buy | SCHWAB FUNDAMENTAL US SMALL COM ETFschwab fdt us sc | $891,000 | +4.7% | 16,665 | +8.9% | 0.34% | -7.3% |
ADBE | Buy | ADOBE INC | $811,000 | -18.2% | 1,779 | +1.7% | 0.31% | -27.7% |
VDE | Buy | VANGUARD ENERGY ETFenergy etf | $780,000 | +155.7% | 7,285 | +85.3% | 0.30% | +126.3% |
EEM | New | ISHARES MSCI EMERGING MARKETS ETF IVmsci emg mkt etf | $769,000 | – | 17,035 | +100.0% | 0.30% | – |
SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $766,000 | +6.4% | 32,122 | 0.0% | 0.30% | -5.7% | |
MTUM | Sell | ISHARES MSCI USA MOMNTUM FCT ETFmsci usa mmentm | $737,000 | -16.2% | 4,381 | -9.5% | 0.28% | -25.8% |
TSLA | Buy | TESLA INC | $735,000 | +3.7% | 682 | +1.6% | 0.28% | -8.4% |
IBM | Buy | IBM CORP | $705,000 | +87.0% | 12,537 | +26.3% | 0.27% | +64.8% |
IJH | Buy | ISHARES CORE S&P MID CAP ETFcore s&p mcp etf | $636,000 | -4.5% | 2,370 | +0.7% | 0.25% | -15.5% |
BW | Buy | BABCOCK & WILCOX ENTERPRISES | $634,000 | +7.1% | 24,130 | +7.2% | 0.24% | -5.0% |
SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFintl eqty etf | $630,000 | +9.6% | 17,158 | +16.1% | 0.24% | -3.2% |
PSX | Buy | PHILLIPS 66 | $630,000 | +30.2% | 7,289 | +9.1% | 0.24% | +15.2% |
GTO | Sell | INVESCO TOTAL RETURN BOND ETFtotal return | $604,000 | -35.3% | 11,509 | -30.5% | 0.23% | -42.8% |
OGIG | Buy | O'SHARES GLOBAL INTERNET GIANTS ETF | $555,000 | -18.4% | 22,876 | +6.3% | 0.21% | -27.9% |
SLQD | Sell | ISHRS 0-5 YEAR INV GRD CRPRAT ETF0-5yr invt gr cp | $552,000 | -45.1% | 11,174 | -43.3% | 0.21% | -51.5% |
IVLU | Buy | ISHARES MSCI INTL VALUE FACTOR ETFmsci intl vlu ft | $521,000 | +0.6% | 20,489 | +0.6% | 0.20% | -11.1% |
AFIN | THE NECESSITY RETAIL REI CLASS A | $481,000 | -13.3% | 60,780 | 0.0% | 0.19% | -23.1% | |
SCHH | Buy | CHARLES SCHWAB US REIT FORWARD SPLIT WITH STOCK SPLIT SHARESus reit etf | $459,000 | -4.6% | 18,442 | +101.9% | 0.18% | -15.7% |
HON | Buy | HONEYWELL INTL INC | $453,000 | -5.8% | 2,330 | +1.0% | 0.18% | -16.7% |
APTS | Sell | PREF APT COMMUNITIES REIT | $451,000 | +30.7% | 18,099 | -5.3% | 0.17% | +15.2% |
LQD | Sell | ISHARES IBOXX INVT GRADE BOND ETFiboxx inv cp etf | $445,000 | -11.0% | 3,681 | -2.5% | 0.17% | -21.1% |
BX | Sell | BLACKSTONE INC | $440,000 | -2.4% | 3,468 | -0.6% | 0.17% | -13.7% |
SPSB | Sell | SPDR SHORT TERM CORPORATE BND ETFportfolio short | $436,000 | -20.4% | 14,479 | -18.2% | 0.17% | -29.7% |
AGG | Sell | ISHARES CORE US AGGREGATE BOND ETFcore us aggbd et | $429,000 | -48.9% | 4,006 | -45.5% | 0.17% | -54.6% |
IGSB | Sell | ISHARES TR IS 1-5 YR IN GR CR BD ETF | $427,000 | -62.4% | 8,255 | -60.8% | 0.16% | -66.7% |
SCHO | Buy | SCHWAB SHORT TERM US TREASURY ETFsht tm us tres | $423,000 | +12.5% | 8,544 | +15.5% | 0.16% | -0.6% |
EFAV | Sell | ISHARES MSCI EAF MIN VOL FCT ETFmsci eafe min vl | $401,000 | -13.2% | 5,555 | -7.6% | 0.16% | -23.3% |
GOOGL | Buy | ALPHABET INC. CLASS Acap stk cl a | $387,000 | +0.5% | 139 | +4.5% | 0.15% | -11.3% |
NOC | Sell | NORTHROP GRUMMAN CORP | $376,000 | +10.9% | 841 | -4.0% | 0.14% | -2.0% |
GOOG | Buy | ALPHABET INC. CLASS Ccap stk cl c | $374,000 | +0.3% | 134 | +3.9% | 0.14% | -11.7% |
PCG | Buy | P G & E CORP | $368,000 | +29.1% | 30,815 | +31.3% | 0.14% | +14.5% |
IVE | Buy | ISHARES S&P 500 VALUE ETFs&p 500 val etf | $359,000 | +54.7% | 2,305 | +55.6% | 0.14% | +37.6% |
RDIV | INVESCO S P ULTRA DIVIDEND REV ETFs&p ultra divide | $336,000 | +4.0% | 7,660 | 0.0% | 0.13% | -7.8% | |
XMHQ | Buy | INVESCO S&P MIDCAP QUALITY ETFs&p mdcp quality | $333,000 | -2.3% | 4,404 | +3.6% | 0.13% | -13.4% |
PGHY | INVSC GLBL SHRT TRM HGH YLD BND ETFgbl srt trm hy | $331,000 | -6.5% | 16,585 | 0.0% | 0.13% | -17.4% | |
IYLD | Sell | ISHARES MORN MLTI ASS INC IND ETFmrngstr inc etf | $332,000 | -9.0% | 14,850 | -2.2% | 0.13% | -19.5% |
BA | Buy | BOEING CO | $328,000 | +54.7% | 1,715 | +62.6% | 0.13% | +36.6% |
GE | Buy | GENERAL ELECTRIC CO | $307,000 | +127.4% | 3,356 | +134.7% | 0.12% | +101.7% |
WPM | WHEATON PRECIOUS METAL F | $305,000 | +10.9% | 6,417 | 0.0% | 0.12% | -1.7% | |
AZAJ | New | ALLIANZIM US LARGE CAP BUFFER10 ETFus lrg cp bufr10 | $302,000 | – | 11,000 | +100.0% | 0.12% | – |
INTC | Sell | INTEL CORP | $299,000 | -6.0% | 6,037 | -2.3% | 0.12% | -17.3% |
VZ | Buy | VERIZON COMMUNICATN | $293,000 | +6.9% | 5,759 | +9.1% | 0.11% | -5.8% |
MO | Buy | MONSTER BEVERAGE CORPORA | $291,000 | +11.1% | 5,562 | +0.6% | 0.11% | -1.8% |
XLE | Buy | ENERGY SELECT SECTOR SPDR ETF IVenergy | $288,000 | +40.5% | 3,764 | +2.0% | 0.11% | +24.7% |
SCHA | Buy | SCHWAB US SMALL CAP ETFus sml cap etf | $282,000 | +1.4% | 5,946 | +118.8% | 0.11% | -9.9% |
BAC | Buy | BANK OF AMERICA CORP | $280,000 | +1.8% | 6,784 | +9.8% | 0.11% | -10.0% |
EFV | Buy | ISHARES MSCI EAFE VALUE ETFeafe value etf | $278,000 | +5.7% | 4,908 | +10.7% | 0.11% | -7.0% |
SCHR | Buy | SCHWAB INTERMEDIATE TERM US TRS ETFintrm trm tres | $276,000 | +15.5% | 5,180 | +21.6% | 0.11% | +2.9% |
WDIV | Buy | SPDR S&P GLOBAL DIVIDEND ETFs&p glbdiv etf | $271,000 | +10.6% | 4,023 | +8.6% | 0.10% | -1.9% |
PFXF | Sell | VANECK PREFERRED SECURT EX FNCL ETFpfd secs ex finl | $272,000 | -34.3% | 13,220 | -30.1% | 0.10% | -42.0% |
SCHM | Sell | CHARLES SCHWAB US MC ETFus mid-cap etf | $263,000 | -9.6% | 3,469 | -4.1% | 0.10% | -19.7% |
SCHE | Sell | SCHWAB EMERGING MARKETS EQUITY ETFemrg mkteq etf | $260,000 | -13.9% | 9,357 | -8.4% | 0.10% | -24.2% |
VT | VANGUARD TOTAL WORLD STOCK ETFtt wrld st etf | $260,000 | -5.8% | 2,570 | 0.0% | 0.10% | -16.7% | |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR ETFtechnology | $260,000 | -8.8% | 1,639 | +0.1% | 0.10% | -19.4% |
ABBV | Buy | ABBVIE INC | $257,000 | +21.2% | 1,586 | +1.1% | 0.10% | +6.5% |
SHYG | Sell | ISHARES HIGH YIELD CORPORAT BOND ETF0-5yr hi yl cp | $256,000 | -19.2% | 5,825 | -16.9% | 0.10% | -28.3% |
FB | Buy | META PLATFORMS INC CLASS Acl a | $255,000 | +26.9% | 1,148 | +92.3% | 0.10% | +11.4% |
DVY | Buy | ISHARES SELECT DIVIDEND ETFselect divid etf | $246,000 | +5.1% | 1,917 | +0.4% | 0.10% | -6.9% |
CWB | Sell | SPDR BLOOMBERG CONVRTBL SECRS ETFblmbrg brc cnvrt | $238,000 | -10.9% | 3,097 | -3.7% | 0.09% | -21.4% |
PSLV | SPROTT PHYS SILVER TR F SPROTT PHYSICAL SILVERtr unit | $227,000 | +9.7% | 25,835 | 0.0% | 0.09% | -2.2% | |
AGGY | Sell | WISDOMTREE YIELD ENHNC U S AGGRE ETFyield enhancd us | $219,000 | -31.3% | 4,574 | -25.9% | 0.08% | -38.8% |
SLV | Buy | ISHARES SILVER TRUST ETFishares | $220,000 | +14.6% | 9,603 | +7.9% | 0.08% | +1.2% |
XLP | Buy | SPDR FUND CONSUMER STAPLES ETFsbi cons stpls | $214,000 | +34.6% | 2,818 | +36.6% | 0.08% | +20.3% |
IJR | Sell | ISHARES CORE S&P SMALL CAP ETF IVcore s&p scp etf | $213,000 | -6.6% | 1,978 | -0.7% | 0.08% | -18.0% |
SCHG | Buy | SCHWAB US LARGE CAP GROWTH ETFus lcap gr etf | $213,000 | +7.6% | 2,843 | +134.6% | 0.08% | -4.7% |
ETJ | Buy | EATON VANCE RISK MAN DIV | $211,000 | +11.1% | 21,319 | +20.2% | 0.08% | -2.4% |
ADI | Buy | ANALOG DEVICES INC | $211,000 | -5.0% | 1,278 | +1.2% | 0.08% | -16.5% |
FLRN | Sell | SPDR BLOOMBERG INT GRD FLT RT ETFblomberg brc inv | $211,000 | -18.8% | 6,932 | -18.5% | 0.08% | -28.3% |
ESHY | Buy | ISHARES ESG AWARE MSCI USA ETFxtrck jp mrg esg | $207,000 | -5.9% | 2,044 | +0.2% | 0.08% | -16.7% |
ETB | EATON VANCE TAX MGD BUY | $202,000 | -1.0% | 11,939 | 0.0% | 0.08% | -12.4% | |
PFFD | Sell | GLOBAL X US PREFERRED ETFus pfd etf | $199,000 | -66.4% | 8,466 | -63.2% | 0.08% | -70.2% |
FMAT | Sell | FIDELITY MSCI MATERIALS INDX ETFmsci matls index | $199,000 | -43.8% | 4,001 | -41.7% | 0.08% | -50.3% |
SPHY | Sell | SPDR PORTFOLIO HIGH YIELD BND ETFportfli high yld | $197,000 | -17.6% | 7,861 | -12.5% | 0.08% | -26.9% |
WM | Sell | WASTE MANAGEMENT INC | $187,000 | -56.6% | 1,182 | -54.2% | 0.07% | -61.7% |
PGF | Sell | INVESCO FINANCIAL PREFERRED ETFfinl pfd etf | $182,000 | -60.7% | 10,764 | -56.3% | 0.07% | -65.3% |
SPHD | Buy | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFs&p500 hdl vol | $181,000 | +11.7% | 3,844 | +7.1% | 0.07% | -1.4% |
BND | Sell | VANGUARD TOTAL BOND MARKET ETFtotal bnd mrkt | $178,000 | -16.0% | 2,237 | -10.5% | 0.07% | -25.8% |
IHI | ISHARES US MEDICAL DEVICES ETFu.s. med dvc etf | $172,000 | -7.5% | 2,829 | 0.0% | 0.07% | -18.5% | |
PFE | Buy | PFIZER INC | $170,000 | -11.5% | 3,277 | +0.6% | 0.07% | -21.4% |
UNH | Buy | UNITEDHEALTH GRP INC | $169,000 | +8.3% | 332 | +6.8% | 0.06% | -4.4% |
GDX | Sell | VANECK GOLD MINERS ETFgold miners etf | $167,000 | -88.2% | 4,364 | -90.2% | 0.06% | -89.7% |
DSI | Buy | ISHARES MSCI KLD 400 SOCIAL INDX ETFmsci kld400 soc | $163,000 | -1.8% | 1,879 | +5.0% | 0.06% | -12.5% |
SCHX | Buy | SCHWAB US LARGE CAP ETFus lrg cap etf | $164,000 | +23.3% | 3,042 | +159.8% | 0.06% | +8.6% |
VNQ | Sell | VANGUARD REAL ESTATE ETF IVreal estate etf | $158,000 | -12.7% | 1,461 | -6.3% | 0.06% | -22.8% |
PCEF | Sell | INVESCO CEF INCOME COMPOSITE ETF | $146,000 | -18.4% | 6,611 | -10.5% | 0.06% | -28.2% |
FNDF | Buy | SCHWAB FUNDAMENTAL INL LARGE COM ETFschwb fdt int lg | $144,000 | +182.4% | 4,473 | +184.9% | 0.06% | +154.5% |
RZV | Buy | RHYTHM PHARMACEUTICALS Is&p sml600 val | $142,000 | +84.4% | 4,827 | +14.4% | 0.06% | +61.8% |
SUSA | Sell | ISHARES MSCI USA ESG SELECT ETFmsci usa esg slc | $143,000 | -30.2% | 1,478 | -23.2% | 0.06% | -38.2% |
AMD | Sell | ADVANCED MICRO DEVIC | $141,000 | -37.1% | 1,294 | -16.8% | 0.05% | -44.9% |
BP | Sell | BP PLC F SPONSORED ADR 1 ADR REPS 6 ORD SHSsponsored adr | $140,000 | -45.7% | 12,965 | -26.7% | 0.05% | -52.2% |
WMT | Buy | WALMART INC | $138,000 | +5.3% | 930 | +2.9% | 0.05% | -7.0% |
USB | Buy | U S BANCORP | $136,000 | +7.9% | 9,555 | +3.2% | 0.05% | -3.6% |
Sell | PHENIXFIN CORP | $135,000 | -17.7% | 3,291 | -15.9% | 0.05% | -27.8% | |
AMGN | Buy | AMGEN INC. | $134,000 | +12.6% | 554 | +4.3% | 0.05% | 0.0% |
VGK | Buy | VANGUARD FTSE EUROPE ETFftse europe etf | $131,000 | +77.0% | 2,105 | +93.8% | 0.05% | +59.4% |
ESGN | ISHARES ESG AWARE MSCI EM ETFsustnble intl | $131,000 | -3.7% | 4,158 | 0.0% | 0.05% | -13.6% | |
MOAT | Sell | VANECK MORNINGSTAR WIDE MOAT ETFmorningstar wide | $129,000 | -9.2% | 1,720 | -8.0% | 0.05% | -19.4% |
HYG | Sell | ISHARES IBOXX HIGH YIELD BOND ETFiboxx hi yd etf | $130,000 | -29.3% | 1,577 | -25.4% | 0.05% | -37.5% |
INDS | Buy | PACER BNCHMRK IND RL EST SCTR ETFbnchmrk indstr | $128,000 | -6.6% | 2,522 | +3.1% | 0.05% | -18.3% |
USMV | Sell | ISHARES MSCI USA MIN VOL FCTR ETFmsci usa min vol | $127,000 | -19.6% | 1,632 | -16.4% | 0.05% | -29.0% |
XYLD | New | GLOBAL X S&P 500 COVERED CALL ETFs&p 500 covered | $126,000 | – | 2,548 | +100.0% | 0.05% | – |
QUAL | Buy | ISHARES MSCI USA QLTY FACT ETFmsci usa qlt fct | $123,000 | -7.5% | 916 | +0.1% | 0.05% | -19.0% |
IWP | Sell | ISHARES RUSSELL MID CAP GROWTH ETFrus md cp gr etf | $121,000 | -12.9% | 1,207 | -0.2% | 0.05% | -23.0% |
SR | Buy | SPIRE INC | $123,000 | +119.6% | 1,720 | +100.0% | 0.05% | +95.8% |
REET | Buy | RADWARE LTD Fglobal reit etf | $118,000 | -5.6% | 3,976 | +3.6% | 0.05% | -16.4% |
IVW | ISHARES S&P 500 GROWTH ETF IVs&p 500 grwt etf | $118,000 | -8.5% | 1,539 | 0.0% | 0.05% | -17.9% | |
PDBC | New | INVSC ACTVLY MNG OPTM YD DVRS ETFoptimum yield | $116,000 | – | 6,600 | +100.0% | 0.04% | – |
JNJ | Buy | JOHNSON & JOHNSON | $117,000 | +51.9% | 663 | +48.3% | 0.04% | +32.4% |
GLD | Sell | SPDR GOLD SHARES ETF | $114,000 | -93.7% | 632 | -94.0% | 0.04% | -94.4% |
NUSC | Buy | NUVEEN ESG SMALL CAP ETFnuveen esg smlcp | $113,000 | +5.6% | 2,827 | +11.5% | 0.04% | -6.4% |
AMLP | Buy | ALERIAN MLP ETFalerian mlp | $115,000 | +18.6% | 2,990 | +1.3% | 0.04% | +4.8% |
AZAA | New | ALLIANZIM US LRG CAP BUFER10 APR ETFus lrg cp buf10 | $112,000 | – | 3,750 | +100.0% | 0.04% | – |
KEY | Buy | KEYCORP INC | $110,000 | 0.0% | 4,915 | +3.4% | 0.04% | -12.5% |
PM | PHILIP MORRIS INTL | $109,000 | -0.9% | 1,163 | 0.0% | 0.04% | -12.5% | |
DIA | SPDR DOW JONES INDUSTRIAL AVRG ETFut ser 1 | $109,000 | -4.4% | 315 | 0.0% | 0.04% | -16.0% | |
GSY | Sell | INVSC ULTRA SHORT DURATION ETFultra shrt dur | $109,000 | -19.3% | 2,178 | -18.6% | 0.04% | -28.8% |
SDY | Sell | SPDR S&P DIVIDEND ETFs&p divid etf | $108,000 | -5.3% | 844 | -4.7% | 0.04% | -16.0% |
AZBA | New | ALLIANZIM US LRG CAP BUFER20 APR ETFus lrg cp buf20 | $109,000 | – | 4,000 | +100.0% | 0.04% | – |
DIV | GLOBAL X SUPERDIVIDEND US ETFglobx supdv us | $108,000 | +1.9% | 5,100 | 0.0% | 0.04% | -8.7% | |
VRIG | Sell | INVSC VARIABLE RT INVSTMNT ETF IVvar rate invt | $106,000 | -41.1% | 4,235 | -41.0% | 0.04% | -48.1% |
IXN | ISHARES GLOBAL TECH ETF IVglobal tech etf | $104,000 | -9.6% | 1,790 | 0.0% | 0.04% | -20.0% | |
BBDC | New | BARINGS BDC INC | $101,000 | – | 9,745 | +100.0% | 0.04% | – |
SOXX | ISHARES SEMICONDUCTOR ETFphlx semicnd etf | $102,000 | -12.8% | 215 | 0.0% | 0.04% | -23.5% | |
XSLV | Buy | INVESCO S&P SMALLCAP LOW VOLATILITY ETFs&p smlcp low | $99,000 | -5.7% | 2,027 | +0.1% | 0.04% | -17.4% |
VNOM | VIPER ENERGY PARTNERS LP | $98,000 | +40.0% | 3,300 | 0.0% | 0.04% | +22.6% | |
HGLB | Buy | ISHARES CURRENCY HEDG MSCI EAFE ETF | $98,000 | +75.0% | 8,381 | +89.1% | 0.04% | +58.3% |
LGLV | Sell | SPDR SSGA US LG CP LW VLT INX ETFssga us lrg etf | $98,000 | -13.3% | 679 | -9.8% | 0.04% | -22.4% |
NUMV | Buy | NUVEEN ESG MID CAP VALUE ETFnuveen esg midvl | $98,000 | +11.4% | 2,709 | +13.3% | 0.04% | 0.0% |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFcore msci eafe | $96,000 | -2.0% | 1,386 | +6.0% | 0.04% | -14.0% |
IEMG | Buy | ISHARES CORE MSCI EMERGING ETFcore msci emkt | $92,000 | +91.7% | 1,660 | +108.8% | 0.04% | +71.4% |
XMLV | Buy | INVSC S P MIDCAP LOW VOLATILITY ETFs&p midcp low | $92,000 | +26.0% | 1,647 | +32.3% | 0.04% | +12.5% |
AEE | AMEREN CORP | $93,000 | +5.7% | 994 | 0.0% | 0.04% | -5.3% | |
DON | Buy | WISDOMTREE US MIDCAP DIVIDEND ETFus midcap divid | $93,000 | -4.1% | 1,945 | +0.3% | 0.04% | -14.3% |
PPA | New | INVESCO AEROSPACE & DEFENSE ETFaerospace defn | $90,000 | – | 1,150 | +100.0% | 0.04% | – |
IRM | Buy | IRON MTN INC NEW | $91,000 | +7.1% | 1,634 | +0.5% | 0.04% | -5.4% |
VOE | VANGUARD MID CAP VALUE ETFmcap vl idxvip | $88,000 | 0.0% | 587 | 0.0% | 0.03% | -10.5% | |
SPDV | AAM S&P 500 HIGH DIVIDEND VALUE ETFaam s&p 500 | $82,000 | +2.5% | 2,600 | 0.0% | 0.03% | -8.6% | |
DEM | WISDOMTREE EMRG MRKT HG DIV ETFemer mkt high fd | $81,000 | 0.0% | 1,859 | 0.0% | 0.03% | -11.4% | |
SDIV | GLOBAL X SUPERDIVIDEND ETFglb x superdiv | $81,000 | -6.9% | 7,100 | 0.0% | 0.03% | -18.4% | |
VIGI | Buy | VANGUARD INTL DIVDEND APRECTN ETF IVintl dvd etf | $81,000 | -5.8% | 1,023 | +1.3% | 0.03% | -18.4% |
BOND | Sell | PIMCO ACTIVE BOND ETFactive bd etf | $81,000 | -47.1% | 800 | -42.9% | 0.03% | -53.7% |
F | Buy | FORD MOTOR CO | $81,000 | -6.9% | 4,798 | +14.4% | 0.03% | -18.4% |
ASO | Sell | ACADEMY SPORTS & OUTDOOR | $77,000 | -11.5% | 1,956 | -1.3% | 0.03% | -21.1% |
FCEL | Buy | FUELCELL ENERGY INC | $75,000 | -3.8% | 2,740 | +0.2% | 0.03% | -14.7% |
KRG | KITE REALTY GRP TR REIT | $74,000 | +5.7% | 3,236 | 0.0% | 0.03% | -6.5% | |
AOK | ISHARES CORE CONSERVATIVE ALLOC ETFconser alloc etf | $75,000 | -6.2% | 2,000 | 0.0% | 0.03% | -17.1% | |
DIS | Buy | WALT DISNEY CO | $75,000 | +134.4% | 548 | +163.5% | 0.03% | +107.1% |
XHB | SPDR S&P HOMEBUILDERS ETF IVs&p homebuild | $75,000 | -25.7% | 1,183 | 0.0% | 0.03% | -34.1% | |
GNL | GLOBAL NET LEASE INCORPO | $75,000 | +2.7% | 4,746 | 0.0% | 0.03% | -9.4% | |
DOW | Buy | DOW INC | $75,000 | +476.9% | 1,170 | +410.9% | 0.03% | +383.3% |
IOVA | Buy | IOVANCE BIOTHERAPEUTICS | $72,000 | +60.0% | 4,350 | +85.1% | 0.03% | +40.0% |
CZA | Buy | INVSC ZACKS MID CAP ETFzacks mid cap | $72,000 | 0.0% | 755 | +0.1% | 0.03% | -9.7% |
VO | VANGUARD MID CAP ETFmid cap etf | $73,000 | -6.4% | 305 | 0.0% | 0.03% | -17.6% | |
EPD | Buy | ENTERPRISE PRODS PART LP | $69,000 | +263.2% | 2,690 | +205.7% | 0.03% | +237.5% |
EXG | Buy | EATON VANCE TAX MAN GL D | $70,000 | -4.1% | 7,173 | +4.2% | 0.03% | -15.6% |
ENB | Buy | ENBRIDGE INC F | $71,000 | +36.5% | 1,535 | +15.0% | 0.03% | +17.4% |
ETY | Sell | EATON VANCE TAX MGD DVF | $67,000 | -30.2% | 4,816 | -24.6% | 0.03% | -38.1% |
EMR | Sell | EMERSON ELECTRIC CO | $65,000 | -8.5% | 665 | -12.8% | 0.02% | -19.4% |
SIZE | Buy | ISHARES MSCI USA SIZE FACTOR ETFmsci usa sze ft | $66,000 | -5.7% | 508 | +0.2% | 0.02% | -19.4% |
KMI | Buy | KINDER MORGAN INC | $64,000 | +73.0% | 3,381 | +43.3% | 0.02% | +56.2% |
CSCO | Buy | CROWDSTRIKE HLDGS INC CLASS A | $64,000 | +6.7% | 968 | +12.4% | 0.02% | -3.8% |
RYF | Buy | INVESCO S&PINVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 500 EQUALs&p500 eql fin | $64,000 | 0.0% | 1,004 | +0.4% | 0.02% | -10.7% |
AVGO | Buy | BROADCOM INC | $66,000 | +37.5% | 190 | +16.6% | 0.02% | +19.0% |
VGT | VANGUARD INFORMATION TECHNOLOGY ETFinf tech etf | $62,000 | -10.1% | 150 | 0.0% | 0.02% | -20.0% | |
ETW | EATON VNCE MGD GLBL BUY | $61,000 | -9.0% | 5,985 | 0.0% | 0.02% | -17.2% | |
YYY | Sell | AMPLIFY HIGH INCOME ETF | $61,000 | -20.8% | 4,075 | -12.4% | 0.02% | -29.4% |
IJT | ISHARES S&P SMLL CAP 600 GRTH ETFs&p sml 600 gwt | $63,000 | -8.7% | 500 | 0.0% | 0.02% | -20.0% | |
COWZ | Buy | PACER US CASH COWS 100 ETFus cash cows 100 | $62,000 | +87.9% | 1,239 | +78.3% | 0.02% | +71.4% |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STK ETFvg tl intl stk f | $63,000 | -6.0% | 1,054 | +0.2% | 0.02% | -17.2% |
TGT | Buy | TARGET CORP | $60,000 | +1.7% | 282 | +10.6% | 0.02% | -11.5% |
IXP | Buy | ISHARES GLOBAL COMM SERVICES ETF | $60,000 | -7.7% | 807 | +2.4% | 0.02% | -17.9% |
DJD | Buy | INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETFdj indl avg dv | $57,000 | +1.8% | 1,236 | +0.7% | 0.02% | -8.3% |
KR | New | KROGER CO | $57,000 | – | 1,000 | +100.0% | 0.02% | – |
MCD | Buy | MCDONALDS CORP | $57,000 | +5.6% | 230 | +13.3% | 0.02% | -8.3% |
IWS | ISHARES RUSSELL MID CAP VALUE ETFrus mdcp val etf | $55,000 | -3.5% | 463 | 0.0% | 0.02% | -16.0% | |
NTAP | Buy | NETAPP INC | $55,000 | +5.8% | 657 | +15.9% | 0.02% | -8.7% |
PEP | Buy | PEPSICO INC | $54,000 | +92.9% | 322 | +100.0% | 0.02% | +75.0% |
ITOT | Sell | ISHARES TOTAL US STOCK MARKET ETFcore s&p ttl stk | $54,000 | -19.4% | 538 | -13.6% | 0.02% | -27.6% |
BST | Buy | BLACKROCK SCIENCE TECHNO | $55,000 | +1000.0% | 1,260 | +1077.6% | 0.02% | +950.0% |
VHT | VANGUARD HEALTH CARE ETF IVhealth car etf | $51,000 | -3.8% | 200 | 0.0% | 0.02% | -13.0% | |
CMCSA | Buy | COMCAST CORP CLASS Acl a | $51,000 | +21.4% | 1,081 | +29.5% | 0.02% | +11.1% |
FMB | Sell | FIRST TRUST MANAGED MUNICIPAL ETFmanagd mun etf | $52,000 | -54.0% | 984 | -50.2% | 0.02% | -59.2% |
GHYG | Sell | ISHRS US AND INTL HIGH YIELD BD ETFus intl hgh yld | $51,000 | -38.6% | 1,100 | -34.9% | 0.02% | -44.4% |
AMAT | APPLIED MATERIALS | $53,000 | -15.9% | 400 | 0.0% | 0.02% | -28.6% | |
HNDL | New | STRATGY SHARS NASDAQ 7HANDL INDX ETFns 7handl idx | $50,000 | – | 2,075 | +100.0% | 0.02% | – |
SO | SOUTHERN CO | $50,000 | -16.7% | 479 | 0.0% | 0.02% | -26.9% | |
XSOE | WSDMTRE EMRG MKT EX STT OWN ENTER ETem ex st-owned | $48,000 | -11.1% | 1,478 | 0.0% | 0.02% | -20.8% | |
OKE | ONEOK INC | $49,000 | +19.5% | 700 | 0.0% | 0.02% | +5.6% | |
NYCB | Buy | NEW YORK CMNTY BANCO | $49,000 | +2350.0% | 4,555 | +2177.5% | 0.02% | +1800.0% |
SPLV | Buy | INVESCO S&P 500 LOW VOLATILITY ETFs&p500 low vol | $48,000 | -2.0% | 720 | +0.4% | 0.02% | -9.5% |
SAVA | Buy | CASSAVA SCIENCES INC | $47,000 | -11.3% | 1,275 | +4.9% | 0.02% | -21.7% |
IAU | Buy | ISHARES GOLD ETFishares | $47,000 | +20.5% | 1,285 | +16.0% | 0.02% | +5.9% |
COST | Sell | COSTCO WHOLESALE CO | $47,000 | -28.8% | 82 | -29.3% | 0.02% | -37.9% |
VCIT | Buy | VANGUARD INTERMEDIATE TERM COR ETFint-term corp | $47,000 | +4.4% | 544 | +12.4% | 0.02% | -10.0% |
MU | Buy | MICRON TECHNOLOGY | $46,000 | -11.5% | 588 | +5.9% | 0.02% | -21.7% |
PG | Buy | PROCTER & GAMBLE | $43,000 | +38.7% | 283 | +48.2% | 0.02% | +21.4% |
VCLT | VANGUARD LONG TERM COR BD ETFlg-term cor bd | $43,000 | -10.4% | 455 | 0.0% | 0.02% | -19.0% | |
MA | MASTERCARD INC CLASS Acl a | $43,000 | 0.0% | 120 | 0.0% | 0.02% | -10.5% | |
IR | Sell | ISHS MSCI INTL QUALITY FACT ETF | $43,000 | -21.8% | 1,153 | -17.5% | 0.02% | -29.2% |
NAK | Sell | MAXLINEAR INC | $44,000 | -24.1% | 756 | -83.2% | 0.02% | -32.0% |
XLF | Buy | SELECT STR FINANCIAL SELECT S ETF IVsbi int-finl | $43,000 | 0.0% | 1,114 | +0.1% | 0.02% | -10.5% |
FTNT | Buy | FORTINET INC | $42,000 | -2.3% | 123 | +2.5% | 0.02% | -15.8% |
XLU | Sell | SELECT SECTOR UTI SELECT SPDR ETFsbi int-utils | $41,000 | -19.6% | 551 | -22.5% | 0.02% | -27.3% |
PHYS | SPROTT PHYSICAL GOLD ETVunit | $41,000 | +5.1% | 2,689 | 0.0% | 0.02% | -5.9% | |
CRM | Buy | SALESFORCE COM | $39,000 | +39.3% | 182 | +65.5% | 0.02% | +25.0% |
PFF | Sell | ISHARES PREFERRED INCOME SEC ETFpfd and incm sec | $38,000 | -85.2% | 1,049 | -83.8% | 0.02% | -86.6% |
SPB | Sell | SPECTRUM BRANDS HLDG | $38,000 | -20.8% | 432 | -9.2% | 0.02% | -28.6% |
ET | Buy | ENERGY TRANSFER PARTN LP | $39,000 | +95.0% | 3,450 | +40.8% | 0.02% | +66.7% |
LMT | Buy | LOCKHEED MARTIN CORP | $39,000 | +50.0% | 89 | +23.6% | 0.02% | +36.4% |
NTRS | INTELLIA THERAPEUTICS IN | $36,000 | -39.0% | 500 | 0.0% | 0.01% | -46.2% | |
NEE | Buy | NEXTERA ENERGY INC | $36,000 | 0.0% | 421 | +9.1% | 0.01% | -12.5% |
IGHG | Sell | PROSHARES INVT GD INT RAT HED ETFinvt int rt hg | $37,000 | -75.5% | 517 | -74.5% | 0.01% | -78.8% |
QQQJ | INVESCO NASDAQ NEXT GEN 100 ETFnasdaqnxtgen100 | $35,000 | -14.6% | 1,210 | 0.0% | 0.01% | -22.2% | |
ARKK | Sell | ARK INNOVATION ETFinnovation etf | $37,000 | -35.1% | 552 | -7.8% | 0.01% | -44.0% |
GWW | Buy | WW GRAINGER INC | $36,000 | +9.1% | 70 | +7.7% | 0.01% | 0.0% |
MDLZ | Buy | MONDELEZ INTL CLASS Acl a | $37,000 | +8.8% | 593 | +14.3% | 0.01% | -6.7% |
KO | Buy | THE COCA-COLA CO | $37,000 | +15.6% | 599 | +10.3% | 0.01% | 0.0% |
HD | Buy | HOME DEPOT INC | $35,000 | -10.3% | 117 | +23.2% | 0.01% | -17.6% |
CN | Buy | XTRACKERS MSCI AL CHA EQY ETFxtrack msci chna | $35,000 | -7.9% | 1,081 | +10.3% | 0.01% | -17.6% |
MRK | Buy | MPLX LP LP | $34,000 | +6.2% | 611 | +0.2% | 0.01% | -7.1% |
FHLC | New | FIDELITY MSCI HEALTH CARE INDX ETFmsci hlth care i | $33,000 | – | 500 | +100.0% | 0.01% | – |
LQDH | Sell | ISHARES INTERST RATE HDG COR BND ETFint rt hdg c b | $30,000 | -46.4% | 321 | -44.7% | 0.01% | -50.0% |
ABT | Buy | FEDERAL REALTY INVT TR | $32,000 | -5.9% | 269 | +9.8% | 0.01% | -20.0% |
SYK | Buy | STRYKER CORP | $30,000 | +11.1% | 111 | +12.1% | 0.01% | 0.0% |
RTX | Buy | RAYTHEON TECHNOLOGIES CO | $30,000 | +36.4% | 304 | +18.8% | 0.01% | +20.0% |
VWO | Sell | VANGUARD FTSE EMERGING MARK ETF IVftse emr mkt etf | $31,000 | -39.2% | 662 | -36.2% | 0.01% | -45.5% |
RWO | Buy | SPDR DOW JONE GLOBAL REAL ESTATE ETFdj glb rl es etf | $30,000 | -3.2% | 556 | +0.5% | 0.01% | -14.3% |
PNW | PINNACLE WEST CAP | $31,000 | +10.7% | 400 | 0.0% | 0.01% | 0.0% | |
SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFs&p 600 smcp grw | $32,000 | -8.6% | 376 | 0.0% | 0.01% | -20.0% | |
AOR | Sell | ISHARES CORE GROWTH ALLOCATION ETFgrwt allocat etf | $32,000 | -5.9% | 590 | -1.7% | 0.01% | -20.0% |
ESCR | Buy | XTRACKRS BLMBRG US INVST GRD ESG ETFxtrck blombrg ba | $31,000 | -6.1% | 1,511 | +0.3% | 0.01% | -14.3% |
WFC | Buy | WELLS FARGO & CO | $31,000 | – | 635 | +6250.0% | 0.01% | – |
VBK | VBI VACCINES INC Fsml cp grw etf | $29,000 | -12.1% | 1,258 | 0.0% | 0.01% | -21.4% | |
TIP | Buy | ISHARES TIPS BOND ETFtips bd etf | $29,000 | -3.3% | 235 | +0.4% | 0.01% | -15.4% |
IWD | ISHARES RUSSELL 1000 VALUE ETFrus 1000 val etf | $29,000 | 0.0% | 173 | 0.0% | 0.01% | -15.4% | |
DUK | DUKE ENERGY CORP | $29,000 | +7.4% | 261 | 0.0% | 0.01% | -8.3% | |
RSP | INVSC S P 500 EQUAL WEIGHT ETFs&p500 eql wgt | $28,000 | -3.4% | 179 | 0.0% | 0.01% | -15.4% | |
BSTZ | Buy | BLACKROCK SCIENCE AND TE | $29,000 | +480.0% | 975 | +596.4% | 0.01% | +450.0% |
PYPL | Sell | PAYPAL HOLDINGS INCORPOR | $29,000 | -72.9% | 248 | -56.3% | 0.01% | -76.6% |
EZM | Buy | WISDOMTREE US MIDCAP ETFus midcap fund | $28,000 | -3.4% | 520 | +0.2% | 0.01% | -15.4% |
IXC | ISHARES GLOBAL ENERGY ETFglobal energ etf | $28,000 | +33.3% | 775 | 0.0% | 0.01% | +22.2% | |
NUMG | NUVEEN ESG MID CAP GROWTH ETFnuveen esg midcp | $28,000 | -12.5% | 650 | 0.0% | 0.01% | -21.4% | |
LVS | Sell | LAS VEGAS SANDS CORP | $25,000 | -39.0% | 655 | -39.4% | 0.01% | -44.4% |
IWN | ISHARES RUSSELL 2000 VALUE ETF IVrus 2000 val etf | $27,000 | -3.6% | 166 | 0.0% | 0.01% | -16.7% | |
SCZ | Buy | ISHARES MSCI EAFE SMALL CAP ETFeafe sml cp etf | $25,000 | -7.4% | 372 | +0.3% | 0.01% | -16.7% |
VOO | VANGUARD S&P 500 ETF | $27,000 | -3.6% | 65 | 0.0% | 0.01% | -16.7% | |
VTIP | Sell | VANGUARD SHRT INF PROT SEC INDEX ETFstrm infproidx | $25,000 | 0.0% | 480 | -0.4% | 0.01% | -9.1% |
IGBH | Buy | ISHAR INTRT RAT HDG LNG TRM ETF IVint rt hd long | $27,000 | -3.6% | 1,134 | +0.3% | 0.01% | -16.7% |
SPLK | Buy | SPLUNK INC | $26,000 | 0.0% | 844 | +0.7% | 0.01% | -9.1% |
DGRW | Buy | WISDOMTREE US QLT DIV GRW ETFus qtly div grt | $26,000 | -3.7% | 408 | +0.5% | 0.01% | -16.7% |
SHAG | Sell | WISDOMTREE YLD ENHN U S SHRT TRM ETFyield enhanced | $25,000 | -64.3% | 512 | -62.9% | 0.01% | -67.7% |
GLOB | GLOBANT SA F | $26,000 | -16.1% | 100 | 0.0% | 0.01% | -28.6% | |
ED | CONSOLIDATED EDISON | $26,000 | +13.0% | 271 | 0.0% | 0.01% | 0.0% | |
CVS | Buy | CVS HEALTH CORP | $25,000 | +13.6% | 244 | +16.7% | 0.01% | 0.0% |
JPST | JPMORGAN ULTRA SHORT INCOME ETFultra shrt inc | $26,000 | 0.0% | 519 | 0.0% | 0.01% | -9.1% | |
ISCF | ISHS MSCI INTL SML CP MLTFCT ETFmsci intl sml cp | $25,000 | -3.8% | 725 | 0.0% | 0.01% | -9.1% | |
UNM | UNUM GROUP | $27,000 | +3.8% | 1,000 | 0.0% | 0.01% | -9.1% | |
COWN | New | COWEN INC CLASS Acl a new | $27,000 | – | 1,000 | +100.0% | 0.01% | – |
NEAR | BLACKROCK SHORT MATURITY BOND ETFblackrock st mat | $27,000 | 0.0% | 549 | 0.0% | 0.01% | -16.7% | |
M | MACYS INC | $25,000 | -7.4% | 1,039 | 0.0% | 0.01% | -16.7% | |
LIN | Buy | LINDE PLC F | $24,000 | +14.3% | 76 | +26.7% | 0.01% | 0.0% |
IWO | Sell | ISHARES RUSSELL 2000 GROWTH ETFrus 2000 grw etf | $23,000 | -53.1% | 91 | -45.2% | 0.01% | -57.1% |
HYHG | PROSHARES HIGH YILD INT RATE HED ETFhgh yld int rate | $23,000 | -4.2% | 375 | 0.0% | 0.01% | -10.0% | |
JPM | Buy | JPMORGAN CHASE & CO | $23,000 | -4.2% | 170 | +12.6% | 0.01% | -10.0% |
MMM | Buy | 3M CO | $23,000 | -11.5% | 157 | +8.3% | 0.01% | -18.2% |
HYZD | WISDOMTREE INT RT HDG HGH YLD ETFhedged hi yld bd | $24,000 | 0.0% | 1,075 | 0.0% | 0.01% | -10.0% | |
USO | UNITED STATES OIL FUND, LPunits | $23,000 | +35.3% | 312 | 0.0% | 0.01% | +28.6% | |
FIDU | Buy | FIDELITY MSCI INDUSTRIALS INDX ETFmsci indl index | $24,000 | -4.0% | 441 | +0.5% | 0.01% | -18.2% |
QUS | SPDR MSCI USA STRATEGICFACTORS ETFmsci usa strtgic | $24,000 | -7.7% | 196 | 0.0% | 0.01% | -18.2% | |
KBWY | Buy | KELLOGG COkbw prem yield | $23,000 | +27.8% | 476 | +18.4% | 0.01% | +12.5% |
X | Sell | UNITED STATES STL CORP NEW | $23,000 | +35.3% | 600 | -14.3% | 0.01% | +28.6% |
SMMD | ISHARES RUSSELL 2500 ETFrusel 2500 etf | $23,000 | -4.2% | 365 | 0.0% | 0.01% | -10.0% | |
CAH | CARDINAL HEALTH INC | $24,000 | +9.1% | 431 | 0.0% | 0.01% | -10.0% | |
CCI | Buy | CROWN CASTLE INTL CO REIT | $24,000 | +26.3% | 129 | +43.3% | 0.01% | +12.5% |
GLTR | ABRDN PHYSICAL PREC MTL BSKT SHS ETFphyscl pm basket | $24,000 | +9.1% | 250 | 0.0% | 0.01% | -10.0% | |
PPG | Buy | PPG INDUSTRIES INC | $20,000 | -4.8% | 153 | +26.4% | 0.01% | -11.1% |
GILD | Buy | GILEAD SCIENCES INC | $20,000 | +42.9% | 329 | +71.4% | 0.01% | +33.3% |
FSK | FS KKR CAPITAL CORP | $21,000 | +10.5% | 904 | 0.0% | 0.01% | 0.0% | |
NKE | Buy | NIKE INC CLASS Bcl b | $21,000 | +10.5% | 154 | +33.9% | 0.01% | 0.0% |
NFLX | Buy | NETFLIX INC | $21,000 | -8.7% | 57 | +46.2% | 0.01% | -20.0% |
AMT | Buy | AMERN TOWER CORP REIT | $22,000 | +10.0% | 86 | +24.6% | 0.01% | -11.1% |
IIPR | Buy | INNOVATIVE INDUSTRIAL PR REIT | $22,000 | +29.4% | 105 | +64.1% | 0.01% | +14.3% |
LOW | Buy | LOWES COMPANIES INC | $21,000 | 0.0% | 103 | +27.2% | 0.01% | -11.1% |
PSK | Buy | SPDR ICE PREFERRED SECURITIES ETFwells fg pfd etf | $21,000 | -8.7% | 545 | +0.6% | 0.01% | -20.0% |
V | Buy | VISA INC CLASS A | $22,000 | +10.0% | 101 | +7.4% | 0.01% | -11.1% |
ECL | Buy | ECOLAB INC | $20,000 | 0.0% | 113 | +31.4% | 0.01% | -11.1% |
JETS | US GLOBAL JETS ETF | $20,000 | +5.3% | 902 | 0.0% | 0.01% | 0.0% | |
APD | Buy | AIR PROD & CHEMICALS | $21,000 | +5.0% | 84 | +29.2% | 0.01% | -11.1% |
CRWD | CRISPR THERAPEUTICS Fcl a | $20,000 | -16.7% | 323 | 0.0% | 0.01% | -20.0% | |
SPVU | Buy | INVESCO S&P 500 ENHANCED VALUE ETFs&p 500 enhncd | $20,000 | +300.0% | 457 | +274.6% | 0.01% | +300.0% |
FIBR | ISHARES EDGE U.S. FIXED INCOME BALANCED RISK ETFu.s. fixed incme | $21,000 | -4.5% | 226 | 0.0% | 0.01% | -20.0% | |
BKLN | INVESCO SENIOR LOAN ETFsr ln etf | $21,000 | 0.0% | 952 | 0.0% | 0.01% | -11.1% | |
SCHK | SCHWAB 1000 INDEX ETF1000 index etf | $20,000 | -9.1% | 462 | 0.0% | 0.01% | -20.0% | |
WMB | Buy | WILLIAMS COS INC | $20,000 | +300.0% | 585 | +192.5% | 0.01% | +300.0% |
FNDE | New | SCHWAB FUNDA EMG MKTS LARGE COM ETFschwb fdt emk lg | $20,000 | – | 698 | +100.0% | 0.01% | – |
VFC | Buy | VF CORP | $21,000 | +5.0% | 377 | +41.2% | 0.01% | -11.1% |
GOLF | ACUSHNET HOLDINGS CORP | $20,000 | -25.9% | 500 | 0.0% | 0.01% | -33.3% | |
IXUS | Sell | ISHARES CORE MSCI TOTL INTL STCK ETFcore msci total | $22,000 | -37.1% | 335 | -31.6% | 0.01% | -46.7% |
CTXS | CITRIX SYSTEMS INC | $20,000 | +5.3% | 200 | 0.0% | 0.01% | 0.0% | |
SHOP | Buy | SHOPIFY INC F CLASS Acl a | $22,000 | -43.6% | 32 | +14.3% | 0.01% | -52.9% |
ILTB | ILLUMINA INCcore lt usdb etf | $20,000 | -4.8% | 56 | 0.0% | 0.01% | -11.1% | |
LUV | SOUTHWEST AIRLINES | $21,000 | -4.5% | 1,391 | 0.0% | 0.01% | -20.0% | |
New | PHILLIPS EDISON & CO INC | $22,000 | – | 647 | +100.0% | 0.01% | – | |
NVS | New | NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $19,000 | – | 213 | +100.0% | 0.01% | – |
VCSH | VANGUARD SHORT TERM COR BD ETFshrt trm corp bd | $18,000 | -5.3% | 231 | 0.0% | 0.01% | -12.5% | |
IEF | ISHARES 7-10 YEAR TRSURY BOND ETFbarclays 7 10 yr | $17,000 | -5.6% | 155 | 0.0% | 0.01% | -12.5% | |
GSK | GROWGENERATION CORPsponsored adr | $18,000 | -10.0% | 804 | 0.0% | 0.01% | -22.2% | |
IMCV | ISHARES MORNINGSTAR MID CAP ETFmrgstr md cp val | $19,000 | 0.0% | 282 | 0.0% | 0.01% | -12.5% | |
STAG | Buy | STAG INDUSTRIAL INC REIT | $19,000 | -13.6% | 460 | +0.4% | 0.01% | -30.0% |
CB | Buy | CHUBB LTD F | $17,000 | +30.8% | 80 | +23.1% | 0.01% | +16.7% |
DAL | Buy | DELTA AIR LINES INC DEL | $17,000 | +1600.0% | 419 | +2105.3% | 0.01% | – |
SPYD | SPDR S&P 500 HIGH DIVIDEND ETFprtflo s&p500 hi | $18,000 | +5.9% | 401 | 0.0% | 0.01% | 0.0% | |
DOV | DOVER CORP | $18,000 | -14.3% | 118 | 0.0% | 0.01% | -22.2% | |
WPC | W.P. CAREY INC. REIT | $17,000 | 0.0% | 205 | 0.0% | 0.01% | 0.0% | |
CAPE | BARCLAYS IPATH SHILLER CAPE ETNipth shilr cape | $19,000 | -5.0% | 860 | 0.0% | 0.01% | -22.2% | |
LAC | Sell | LITHIUM AMERS CORP NEW | $17,000 | +6.2% | 450 | -18.2% | 0.01% | 0.0% |
VV | VANGUARD LARGE CAP ETFlarge cap etf | $17,000 | -5.6% | 81 | 0.0% | 0.01% | -12.5% | |
PHM | PULTEGROUP INC | $17,000 | -26.1% | 400 | 0.0% | 0.01% | -30.0% | |
ABC | Buy | AMERISOURCEBERGEN CORP | $19,000 | +46.2% | 122 | +22.0% | 0.01% | +16.7% |
GBIL | GOLDMAN SACHS ACCES TREAS 0 1 YR ETFacces treasury | $17,000 | 0.0% | 174 | 0.0% | 0.01% | 0.0% | |
TMUS | Buy | T-MOBILE US INC | $18,000 | +20.0% | 139 | +7.8% | 0.01% | 0.0% |
HYEM | Sell | VANECK EMERGING MRK HGH YLD BND ETFemerging mkts hi | $18,000 | -40.0% | 900 | -32.1% | 0.01% | -46.2% |
SHW | Buy | SHERWIN WILLIAMS CO | $19,000 | -9.5% | 77 | +28.3% | 0.01% | -22.2% |
QQQM | Buy | INVESCO NASDAQ 100 ETFnasdaq 100 etf | $19,000 | +111.1% | 127 | +144.2% | 0.01% | +75.0% |
AFL | Buy | AFLAC INC | $16,000 | +33.3% | 243 | +22.1% | 0.01% | +20.0% |
ATNM | ACTINIUM PHARMACEUTICALS | $15,000 | -11.8% | 1,129 | 0.0% | 0.01% | -14.3% | |
ATO | Buy | ATMOS ENERGY CORP | $15,000 | +36.4% | 129 | +21.7% | 0.01% | +20.0% |
BECN | Buy | BEACON ROOFING SUPPL | $16,000 | +100.0% | 274 | +95.7% | 0.01% | +100.0% |
BIIB | Buy | BIOGEN INC | $15,000 | 0.0% | 73 | +14.1% | 0.01% | -14.3% |
BRO | Buy | BROWN & BROWN INC | $15,000 | +25.0% | 213 | +23.8% | 0.01% | +20.0% |
CLF | Buy | CLEVELAND-CLIFFS INC | $16,000 | +220.0% | 500 | +100.0% | 0.01% | +200.0% |
GLW | Buy | CORNING INC | $15,000 | 0.0% | 412 | +0.7% | 0.01% | -14.3% |
DDS | New | DILLARDS INCcl a | $16,000 | – | 600 | +100.0% | 0.01% | – |
EOG | Buy | EOG RESOURCES INC | $15,000 | +66.7% | 122 | +20.8% | 0.01% | +50.0% |
BAR | GRANITESHARES GOLD ETF | $15,000 | 0.0% | 800 | 0.0% | 0.01% | -14.3% | |
HTA | HLTHCARE TR OF AMER REITcl a new | $16,000 | -5.9% | 500 | 0.0% | 0.01% | -14.3% | |
JKHY | Buy | HENRY JACK & ASSOC | $15,000 | +36.4% | 77 | +22.2% | 0.01% | +20.0% |
PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETFgbl listed pvt | $16,000 | -15.8% | 1,225 | 0.0% | 0.01% | -25.0% | |
ISCV | ISHARES MORN SMALL CAP VALUE ETFmrning sm cp etf | $16,000 | -5.9% | 279 | 0.0% | 0.01% | -14.3% | |
FLOT | ISHARES FLOATING RATE BOND ETFfltg rate nt etf | $16,000 | 0.0% | 307 | 0.0% | 0.01% | -14.3% | |
MPC | MARATHON PETE CORP | $15,000 | +36.4% | 175 | 0.0% | 0.01% | +20.0% | |
Sell | ORION OFFICE REIT INC | $16,000 | -30.4% | 1,146 | -8.1% | 0.01% | -40.0% | |
SQ | Buy | BLOCK INC CLASS Acl a | $16,000 | -5.9% | 116 | +11.5% | 0.01% | -14.3% |
TM | TOYOTA MOTOR CORP F SPONSORED ADR 1 ADR REPS 10 ORD SHSads | $15,000 | 0.0% | 81 | 0.0% | 0.01% | -14.3% | |
URI | Buy | UNITED RENTALS INC | $16,000 | +128.6% | 44 | +100.0% | 0.01% | +100.0% |
BSV | VANGUARD SHORT-TERM BOND ETFshort trm bond | $15,000 | 0.0% | 190 | 0.0% | 0.01% | -14.3% | |
VYMI | VANGUARD INTERNATNL HGH DIV YLD ETFintl high etf | $15,000 | 0.0% | 225 | 0.0% | 0.01% | -14.3% | |
MDT | Buy | MEDTRONIC PLC F | $16,000 | +45.5% | 145 | +39.4% | 0.01% | +20.0% |
QQQX | New | NUVEEN NASDAQ 100 DYNAMI | $12,000 | – | 415 | +100.0% | 0.01% | – |
BKNG | New | BOOKING HOLDINGS INC | $14,000 | – | 6 | +100.0% | 0.01% | – |
SBUX | Buy | STARBUCKS CORP | $14,000 | +7.7% | 150 | +30.4% | 0.01% | -16.7% |
SPTS | SPDR SHORT TERM TREASURY ETFportfolio sh tsr | $14,000 | -6.7% | 487 | 0.0% | 0.01% | -28.6% | |
RIVIAN AUTOMOTIVE INC CLASS A | $13,000 | -50.0% | 250 | 0.0% | 0.01% | -54.5% | ||
LHX | Buy | L3HARRIS TECHNOLOGIES IN | $12,000 | +50.0% | 48 | +33.3% | 0.01% | +66.7% |
ALXN | ALBEMARLE CORP | $13,000 | -7.1% | 60 | 0.0% | 0.01% | -16.7% | |
PRFT | Buy | PERFICIENT INC | $14,000 | +133.3% | 123 | +186.0% | 0.01% | +66.7% |
KMB | Buy | KEYSIGHT TECH INC | $13,000 | +333.3% | 80 | +515.4% | 0.01% | +400.0% |
SPGI | Buy | S&P GLOBAL INC | $13,000 | +18.2% | 31 | +34.8% | 0.01% | 0.0% |
DIVB | New | ISHARES US DIVIDEND AND BUYBACK ETFus divid bybck | $14,000 | – | 346 | +100.0% | 0.01% | – |
LNG | New | CHENIERE ENERGY INC | $14,000 | – | 100 | +100.0% | 0.01% | – |
SLB | SCHLUMBERGER LTD F | $13,000 | +44.4% | 303 | 0.0% | 0.01% | +25.0% | |
WEC | Buy | W E C ENERGY GROUP INC | $14,000 | +27.3% | 136 | +24.8% | 0.01% | 0.0% |
CNC | Buy | CENTENE CORP | $13,000 | +116.7% | 151 | +112.7% | 0.01% | +66.7% |
WAB | Buy | WABTEC | $14,000 | +133.3% | 142 | +136.7% | 0.01% | +66.7% |
OTIS | Buy | O REILLY AUTOMOTIVE | $12,000 | +140.0% | 18 | +157.1% | 0.01% | +150.0% |
BAMR | Sell | BROOKFIELD ASSET MANAG F CLASS Acl a exch lt vtg | $12,000 | -14.3% | 206 | -5.9% | 0.01% | -16.7% |
TXN | Buy | TEXAS INSTRUMENTS | $12,000 | +33.3% | 64 | +28.0% | 0.01% | +25.0% |
SJM | Buy | J M SMUCKER CO | $12,000 | +20.0% | 88 | +22.2% | 0.01% | +25.0% |
FNDC | New | SCHWAB FUNDAMENTAL INTL SMAL COM ETFschwb fdt int sc | $14,000 | – | 392 | +100.0% | 0.01% | – |
BIDU | BAIDU INC F SPONSORED ADR 1 ADR REPS 8 ORD SHSspon adr rep a | $12,000 | -7.7% | 87 | 0.0% | 0.01% | -16.7% | |
ADP | Buy | AUTO DATA PROCESSING | $12,000 | +20.0% | 53 | +29.3% | 0.01% | +25.0% |
CHTR | Buy | CHARTER COMMUNICATN CLASS Acl a | $13,000 | +160.0% | 24 | +200.0% | 0.01% | +150.0% |
ACB | AURORA CANNABIS INC F | $13,000 | 0.0% | 571 | 0.0% | 0.01% | -16.7% | |
CHD | Buy | CHURCH & DWIGHT CO | $12,000 | +20.0% | 123 | +23.0% | 0.01% | +25.0% |
SCHI | Buy | SCHWAB 5 10 YEAR CORP BOND ETF5 10yr corp bd | $13,000 | +550.0% | 270 | +575.0% | 0.01% | +400.0% |
CMS | Buy | C M S ENERGY CORP | $14,000 | +27.3% | 202 | +23.9% | 0.01% | 0.0% |
INDO | New | INDONESIA ENERGY CORP F | $12,000 | – | 550 | +100.0% | 0.01% | – |
JNK | SPDR BLOOMBERG HIGH YIELD BOND ETFbloomberg brclys | $14,000 | -6.7% | 134 | 0.0% | 0.01% | -28.6% | |
FDS | Buy | FACTSET RESEARCH SYS | $13,000 | +18.2% | 29 | +26.1% | 0.01% | 0.0% |
EXC | New | EXELON CORP | $12,000 | – | 248 | +100.0% | 0.01% | – |
SPHB | INVESCO S&P 500 HIGH BETA ETFs&p 500 hb etf | $14,000 | -6.7% | 184 | 0.0% | 0.01% | -28.6% | |
AWK | Buy | AMERICAN WATER WORKS | $12,000 | +9.1% | 73 | +28.1% | 0.01% | 0.0% |
XEL | Buy | XCEL ENERGY INC | $14,000 | +40.0% | 190 | +24.2% | 0.01% | +25.0% |
INVENTRUST PPTYS CORP | $12,000 | +9.1% | 391 | 0.0% | 0.01% | 0.0% | ||
Buy | KYNDRYL HLDGS INC | $13,000 | +30.0% | 978 | +78.5% | 0.01% | +25.0% | |
ICE | Buy | INTERCONTINENTAL EXC | $13,000 | +18.2% | 102 | +27.5% | 0.01% | 0.0% |
UAL | Buy | UNITED AIRLINES HLDGS | $12,000 | +20.0% | 252 | +10.0% | 0.01% | +25.0% |
CBSH | Buy | COMMERCE BANCSHARES | $14,000 | +27.3% | 198 | +25.3% | 0.01% | 0.0% |
ES | Buy | EVERSOURCE ENERGY | $13,000 | +18.2% | 146 | +24.8% | 0.01% | 0.0% |
SVM | SILVERCORP METALS F | $11,000 | 0.0% | 3,000 | 0.0% | 0.00% | -20.0% | |
UMH | UMH PROPERTIES INC. REIT | $10,000 | -9.1% | 400 | 0.0% | 0.00% | -20.0% | |
RYH | INVSC SP 500 EQL WGHT HLTH CARE ETFs&p500 eql hlt | $10,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
ARKF | ARK FINTECH INNOVATION ETFfintech innova | $11,000 | -26.7% | 371 | 0.0% | 0.00% | -42.9% | |
TD | TORONTO DOMINION BANK F | $11,000 | 0.0% | 140 | 0.0% | 0.00% | -20.0% | |
CBRE | Buy | CBRE GROUP INC CLASS Acl a | $11,000 | +175.0% | 116 | +197.4% | 0.00% | +100.0% |
KSS | KOHLS CORP | $11,000 | +22.2% | 180 | 0.0% | 0.00% | 0.0% | |
TROW | Buy | T ROWE PRICE GROUP | $11,000 | +10.0% | 70 | +37.3% | 0.00% | 0.0% |
ACN | Buy | ACCENTURE PLC F CLASS A | $11,000 | 0.0% | 33 | +26.9% | 0.00% | -20.0% |
EVH | New | EVOLENT HEALTH INC CLASS Acl a | $10,000 | – | 300 | +100.0% | 0.00% | – |
STWD | Buy | STARWOOD PPTY TRUST REIT | $11,000 | +22.2% | 464 | +20.5% | 0.00% | 0.0% |
UTG | New | REAVES UTILITY INCOME | $11,000 | – | 310 | +100.0% | 0.00% | – |
REGN | Buy | REGENERON PHARMS INC | $11,000 | +266.7% | 16 | +220.0% | 0.00% | +300.0% |
RY | ROYAL BANK OF CANADA F | $11,000 | 0.0% | 100 | 0.0% | 0.00% | -20.0% | |
New | SHELL PLC F UNSPONSORED ADR 1 ADR REPS 2 ORD SHSspon ads | $11,000 | – | 197 | +100.0% | 0.00% | – | |
DD | DUPONT DE NEMOURS INC | $11,000 | -8.3% | 143 | 0.0% | 0.00% | -20.0% | |
AEP | Buy | AMER ELECTRIC PWR CO | $10,000 | +11.1% | 105 | +1.0% | 0.00% | 0.0% |
ARCC | Buy | ARES CAPITAL CORP | $10,000 | – | 461 | +4090.9% | 0.00% | – |
DEA | EASTERLY GOVT PPTYS REIT | $10,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% | |
AN | Buy | AUTONATION INC | $10,000 | +100.0% | 101 | +119.6% | 0.00% | +100.0% |
New | BANK MONTREAL QUE F | $11,000 | – | 95 | +100.0% | 0.00% | – | |
BNS | BANK NOVA SCOTIA F | $10,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% | |
CLX | Buy | CLOROX CO | $10,000 | +11.1% | 69 | +27.8% | 0.00% | 0.0% |
RQI | COHEN STEERS QUAL INCOME | $10,000 | -9.1% | 580 | 0.0% | 0.00% | -20.0% | |
BLK | Buy | BLACKROCK INC | $11,000 | 0.0% | 15 | +25.0% | 0.00% | -20.0% |
RFI | New | COHEN STEERS TOTAL RETUR | $10,000 | – | 650 | +100.0% | 0.00% | – |
RNP | COHEN STEERS REIT PREFER | $10,000 | 0.0% | 365 | 0.0% | 0.00% | 0.0% | |
UTF | New | COHEN AND STEERS INFRAST | $11,000 | – | 370 | +100.0% | 0.00% | – |
BMY | BRISTOL-MYERS SQUIBB | $11,000 | +22.2% | 145 | 0.0% | 0.00% | 0.0% | |
URTH | ISHARES MSCI WORLD ETFmsci world etf | $10,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
SRET | Buy | GLOBAL X SUPERDIVIDEND REIT ETFreit etf | $11,000 | 0.0% | 1,196 | +1.7% | 0.00% | -20.0% |
CL | Buy | COLGATE-PALMOLIVE CO | $11,000 | +10.0% | 147 | +24.6% | 0.00% | 0.0% |
IEI | ISHARES 3-7 YEAR TRERY BOND ETF3 7 yr treas bd | $11,000 | -8.3% | 94 | 0.0% | 0.00% | -20.0% | |
BR | Buy | BROADRIDGE FINL SOLU | $11,000 | +10.0% | 73 | +30.4% | 0.00% | 0.0% |
BFB | New | BROWN FORMAN CORP CLASS Bcl b | $11,000 | – | 161 | +100.0% | 0.00% | – |
KRE | Buy | SPDR S&P REGIONAL BANKING ETFs&p regl bkg | $8,000 | +14.3% | 116 | +13.7% | 0.00% | 0.0% |
MTZ | MASTEC INC | $7,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
GM | Buy | GENERAL MOTORS CO | $9,000 | -25.0% | 209 | +5.0% | 0.00% | -40.0% |
PRPO | Sell | PRECIPIO DIAGNOSTICS INC | $8,000 | -27.3% | 6,000 | -11.1% | 0.00% | -40.0% |
PLUG | Sell | PLUG POWER INC | $9,000 | -83.3% | 330 | -82.9% | 0.00% | -87.5% |
New | PACER TRENDPILOT US BOND ETFtrendpilot us bd | $9,000 | – | 350 | +100.0% | 0.00% | – | |
VNQI | Buy | VANGUARD GLBAL EX US REAL ESTATE ETFglb ex us etf | $9,000 | +50.0% | 179 | +57.0% | 0.00% | 0.0% |
VWOB | VANGUARD EMERGING MARKT GOVT BND ETFemerg mkt bd etf | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
AAP | Buy | ADVANCE AUTO PARTS | $9,000 | -10.0% | 43 | +7.5% | 0.00% | -25.0% |
PEN | Buy | PENUMBRA INC | $9,000 | +50.0% | 40 | +100.0% | 0.00% | 0.0% |
CTVA | CORTEVA INC | $8,000 | +14.3% | 143 | 0.0% | 0.00% | 0.0% | |
HYS | PIMCO 0-5 YEAR HIGH YLD BND IDX ETF0-5 high yield | $9,000 | 0.0% | 91 | 0.0% | 0.00% | -25.0% | |
IYW | ISHARES US TECHNOLOGY ETFu.s. tech etf | $9,000 | -10.0% | 84 | 0.0% | 0.00% | -25.0% | |
EMB | Sell | ISHARES JPMORGAN USD MTS BOND ETFjpmorgan usd emg | $9,000 | -18.2% | 95 | -2.1% | 0.00% | -40.0% |
BIV | Sell | VANGUARD INTERMEDIATE TERM BOND ETFintermed term | $8,000 | -20.0% | 97 | -11.8% | 0.00% | -25.0% |
SCHC | New | SCHWAB INTERNATNAL SMALL CAP EQY ETFintl sceqt etf | $7,000 | – | 176 | +100.0% | 0.00% | – |
NIO | NIO INC F SPONSORED ADR 1 ADR REPS 1 ORD SHSspon ads | $8,000 | -33.3% | 388 | 0.0% | 0.00% | -40.0% | |
BC | BRUNSWICK CORP | $8,000 | -20.0% | 100 | 0.0% | 0.00% | -25.0% | |
RPG | INVSC S P 500 PURE GROWTH ETFs&p500 pur gwt | $9,000 | -18.2% | 50 | 0.0% | 0.00% | -40.0% | |
ASGN | Buy | A S G N INC | $8,000 | +300.0% | 69 | +360.0% | 0.00% | +200.0% |
MGV | VANGUARD MEGA CAP VALUE ETFmega cap val etf | $7,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
HPQ | HP INC. | $7,000 | -12.5% | 203 | 0.0% | 0.00% | 0.0% | |
WRB | Buy | W R BERKLEY CORP | $7,000 | +40.0% | 98 | +48.5% | 0.00% | +50.0% |
GMRE | GLOBAL MEDICAL R E I T I | $9,000 | -10.0% | 580 | 0.0% | 0.00% | -25.0% | |
EMLC | Sell | VANECK J P MORGAN EM LCL CRY BND ETFuranium nuclear | $7,000 | -46.2% | 242 | -46.8% | 0.00% | -50.0% |
MORT | VANECK MORTGAGE REIT INCOME ETFmortgage reit | $9,000 | 0.0% | 520 | 0.0% | 0.00% | -25.0% | |
ITA | Sell | ISHARES US AEROSPACE DEFENSE ETFus aer def etf | $7,000 | +16.7% | 59 | -1.7% | 0.00% | 0.0% |
EWC | ISHARES MSCI CANADA ETFmsci cda etf | $7,000 | 0.0% | 183 | 0.0% | 0.00% | 0.0% | |
STZ | CONSTELLATION BRAND CLASS Acl a | $9,000 | -10.0% | 40 | 0.0% | 0.00% | -25.0% | |
GNRC | Buy | GENERAC HOLDINGS INC | $8,000 | +33.3% | 27 | +58.8% | 0.00% | 0.0% |
XHR | XENIA HOTELS & RESORTS I REIT | $9,000 | 0.0% | 488 | 0.0% | 0.00% | -25.0% | |
QEFA | SPDR MSCI EAFE STRATEGICFACTORS MIX ETFmsci eafe strtgc | $8,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
ALB | Buy | AKAMAI TECHNOLOGIES INC | $8,000 | +700.0% | 65 | +490.9% | 0.00% | – |
GLDM | Sell | SPDR GOLD MINISHARES ETVspdr gld minis | $7,000 | +16.7% | 169 | -50.1% | 0.00% | 0.0% |
VMW | Buy | VMWARE INC CLASS A | $9,000 | +125.0% | 80 | +158.1% | 0.00% | +50.0% |
UNP | Buy | UNION PACIFIC CORP | $9,000 | +50.0% | 33 | +32.0% | 0.00% | 0.0% |
SPIB | Buy | SPDR INTRMDT TRM CRPRATE BND ETFportfolio intrmd | $8,000 | +14.3% | 245 | +28.9% | 0.00% | 0.0% |
VB | VANGUARD SMALL CAP ETFsmall cp etf | $7,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
REZI | RESIDEO TECHNOLOGIES INC | $9,000 | -10.0% | 378 | 0.0% | 0.00% | -25.0% | |
OHI | Buy | OMEGA HLTHCARE INVTS REIT | $8,000 | 0.0% | 270 | +2.3% | 0.00% | 0.0% |
YETI | Buy | YETI HOLDINGS INCORPORAT | $7,000 | +133.3% | 119 | +260.6% | 0.00% | +200.0% |
AXP | AMERICAN EXPRESS CO | $9,000 | +12.5% | 50 | 0.0% | 0.00% | 0.0% | |
QRVO | Buy | QORVO INC | $8,000 | +166.7% | 64 | +276.5% | 0.00% | +200.0% |
STOR | STORE CAPITAL CORP REIT | $9,000 | -18.2% | 312 | 0.0% | 0.00% | -40.0% | |
SCCO | SOUTHERN COPPER CORP D F | $8,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
Buy | GXO LOGISTICS INC | $7,000 | +133.3% | 105 | +262.1% | 0.00% | +200.0% | |
BSCM | INVESCO BULLETSHARES 2022 CORPORATE BOND ETF | $8,000 | 0.0% | 391 | 0.0% | 0.00% | 0.0% | |
MMP | MAGELLAN MIDSTREAM PA LP | $8,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% | |
VMBS | Buy | VANGUARD MORTGAGE BACKED SEC ETFmortg-back sec | $7,000 | +75.0% | 145 | +93.3% | 0.00% | +50.0% |
LUMN | Buy | LULULEMON ATHLETICA | $5,000 | 0.0% | 15 | +25.0% | 0.00% | 0.0% |
IGIB | ISHARES TRT IS 5-10 INV GR CR BD ETF | $4,000 | -20.0% | 78 | 0.0% | 0.00% | 0.0% | |
JEPI | JP MORGAN EXCHANGE TRADED Fequity premium | $5,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
XME | SPDR S&P METALS & MINING ETFs&p metals mng | $5,000 | +25.0% | 85 | 0.0% | 0.00% | 0.0% | |
DY | DYCOM INDUSTRIES INC | $5,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
CMG | Buy | CHIPOTLE MEXICAN GRL | $6,000 | +200.0% | 4 | +300.0% | 0.00% | +100.0% |
PSCT | INVSC S&P SMALL TECH PORT ETFs&p smlcp info | $6,000 | -14.3% | 46 | 0.0% | 0.00% | -33.3% | |
DIGITAL WORLD ACQUISITIO CLASS A | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | ||
CFG | Buy | CITIZENS FINL GROUP INC | $4,000 | +300.0% | 97 | +340.9% | 0.00% | – |
JHMM | JOHN HANCOCK MULTIFCTR MID CP ETFmultifactor mi | $6,000 | 0.0% | 106 | 0.0% | 0.00% | -33.3% | |
FLOW | S P X FLOW INC 00500 | $6,000 | 0.0% | 71 | 0.0% | 0.00% | -33.3% | |
COIN | Buy | COINBASE GLOBAL INC | $6,000 | -14.3% | 29 | +7.4% | 0.00% | -33.3% |
YOLO | ADVISORSHARES TRpure cannabis | $4,000 | -20.0% | 360 | 0.0% | 0.00% | 0.0% | |
KSTR | KRANESHARES SSE STAR MRKT 50 IDX ETFsse star mrkt 50 | $6,000 | -14.3% | 300 | 0.0% | 0.00% | -33.3% | |
IGV | ISHARES EXPANDED TECH STW SCTR ETFexpanded tech | $4,000 | -20.0% | 13 | 0.0% | 0.00% | 0.0% | |
LEA | LIBERTY GLOBAL INC F CLASS C | $4,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
AL | New | ALCON INC Fcl a | $4,000 | – | 47 | +100.0% | 0.00% | – |
VOD | VODAFONE GROUP F SPONSORED ADR 1 ADR REPS 10 ORD SHSsponsored adr | $6,000 | +20.0% | 351 | 0.0% | 0.00% | 0.0% | |
VRTX | Buy | VERTEX PHARMACEUTICA | $4,000 | +300.0% | 16 | +300.0% | 0.00% | – |
AMX | AMERICA MOVIL SAB F SPONSORED ADR 1 ADR REPS 20 ORD SHS | $5,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% | |
EFA | ISHARES MSCI EAFE ETFmsci eafe etf | $4,000 | -20.0% | 60 | 0.0% | 0.00% | 0.0% | |
NLY | Sell | ANNALY CAPITAL MGMT REIT | $6,000 | -50.0% | 874 | -36.4% | 0.00% | -60.0% |
INSG | INSEEGO CORP | $4,000 | -33.3% | 1,000 | 0.0% | 0.00% | -33.3% | |
HZO | Buy | MARINEMAX INC | $4,000 | -20.0% | 99 | +26.9% | 0.00% | 0.0% |
VGIT | VANGUARD INTRMDIAT TRM TRSRY ETFinter term treas | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
MSTR | MICROSTRATEGY INC CLASS Acl a new | $5,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
IYT | ISHARES US TRANSPORTATION ETFtrans avg etf | $4,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
MPWR | MONOLITHIC POWER SYS | $5,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
EEMV | EDITAS MEDICINE INCORPORmsci emerg mrkt | $6,000 | -33.3% | 325 | 0.0% | 0.00% | -50.0% | |
NEO | NEOGENOMICS INC | $4,000 | -63.6% | 320 | 0.0% | 0.00% | -60.0% | |
HRI | Buy | HERC HLDGS INC | $4,000 | +33.3% | 23 | +35.3% | 0.00% | +100.0% |
ISTB | ISHARES CORE 1-5 YEAR USD BOND ETFcore 1 5 yr usd | $4,000 | -20.0% | 92 | 0.0% | 0.00% | 0.0% | |
GTE | Sell | GRAN TIERRA ENERGY | $6,000 | 0.0% | 4,000 | -50.0% | 0.00% | -33.3% |
EWZ | ISHARES MSCI BRAZIL ETFmsci brazil etf | $4,000 | +33.3% | 108 | 0.0% | 0.00% | +100.0% | |
HRB | Buy | BLOCK H & R INCORP | $5,000 | 0.0% | 210 | +1.0% | 0.00% | 0.0% |
EMHY | ISHARES JP MRGN EM HIGH YLD BD ETFjp mrgn em hi bd | $5,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
EWA | ISHARES MSCI AUSTRALIA ETFmsci aust etf | $4,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% | |
APTV | Buy | APTIV PLC F | $6,000 | -25.0% | 53 | +6.0% | 0.00% | -33.3% |
ICSH | Sell | AMPLIFY ONLINE RETAIL ETFblackrock ultra | $5,000 | -91.5% | 75 | -88.9% | 0.00% | -92.3% |
GPN | GLOBAL PAYMENTS INC | $5,000 | +25.0% | 33 | 0.0% | 0.00% | 0.0% | |
UPS | Buy | UNITED PARCEL SRVC CLASS Bcl b | $6,000 | +100.0% | 27 | +107.7% | 0.00% | +100.0% |
ULTA | Buy | ULTA BEAUTY INC. | $4,000 | +33.3% | 11 | +57.1% | 0.00% | +100.0% |
GD | Buy | GENERAL DYNAMICS CO | $5,000 | +66.7% | 19 | +35.7% | 0.00% | +100.0% |
PANW | Buy | PALO ALTO NETWORKS | $4,000 | +300.0% | 6 | +500.0% | 0.00% | – |
GLPI | Buy | GAMING & LEISURE PPT REIT | $6,000 | 0.0% | 128 | +1.6% | 0.00% | -33.3% |
IIVI | New | II-VI INC | $4,000 | – | 50 | +100.0% | 0.00% | – |
TWTR | Buy | TWITTER INC | $5,000 | +25.0% | 128 | +28.0% | 0.00% | 0.0% |
FKU | FIRST TRUST UK ALPHADEX ETFunit king alph | $4,000 | -20.0% | 103 | 0.0% | 0.00% | 0.0% | |
TELL | New | TELLURIAN INVESTMENTS IN | $5,000 | – | 1,000 | +100.0% | 0.00% | – |
TSM | TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHSsponsored ads | $5,000 | -16.7% | 49 | 0.0% | 0.00% | -33.3% | |
TOKE | CAMBRIA ETF TRcannabis etf | $5,000 | 0.0% | 430 | 0.0% | 0.00% | 0.0% | |
IAGG | ISHARES INTERNTINL AGGRGT BND ETFcore intl aggr | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
RMBS | RAMBUS INC. | $5,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% | |
CEF | SPROTT PHYSICAL GOLD & Str unit | $4,000 | +33.3% | 194 | 0.0% | 0.00% | +100.0% | |
IUSG | ISHARES CORE S&P US GROWTH ETFcore s&p us gwt | $5,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
SPXC | S P X CORP | $6,000 | -14.3% | 122 | 0.0% | 0.00% | -33.3% | |
CCL | CARNIVAL CORP Funit 99/99/9999 | $6,000 | 0.0% | 313 | 0.0% | 0.00% | -33.3% | |
SPEM | SPDR INDEX SHARES EMERG MARKT ETFportfolio emg mk | $5,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% | |
IYF | Sell | ISHARES US FINANCIALS ETFu.s. finls etf | $3,000 | -25.0% | 32 | -33.3% | 0.00% | -50.0% |
GOVT | ISHARES US TREASURY BOND ETFus treas bd etf | $2,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
IYZ | ISHARES US TELECOM ETF | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
IUSV | ISHARES CORE S&P US VALUE ETFcore s&p us vlu | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
IWF | ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
THD | ISHARES MSCI THAILAND ETFmsci thailnd etf | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
USHY | ISHARES BROAD USD HG YLD CRP BND ETFbroad usd high | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
JBL | JABIL INC | $2,000 | -33.3% | 37 | 0.0% | 0.00% | 0.0% | |
PSCC | INVSC S&P CONS STAP PORT ETFs&p smlcp stap | $3,000 | -25.0% | 33 | 0.0% | 0.00% | -50.0% | |
KMPH | KEMPHARM INC | $2,000 | -33.3% | 400 | 0.0% | 0.00% | 0.0% | |
ISRG | New | INTUITIVE SURGICAL | $2,000 | – | 5 | +100.0% | 0.00% | – |
Sell | LUCID GROUP INC | $3,000 | -81.2% | 110 | -74.4% | 0.00% | -85.7% | |
HRZN | New | HORIZON TECH FIN | $2,000 | – | 131 | +100.0% | 0.00% | – |
HPE | HEWLETT PACKARD ENTERPRI | $2,000 | 0.0% | 144 | 0.0% | 0.00% | 0.0% | |
NAV | New | NORTHERN DYN MINERL F | $2,000 | – | 3,750 | +100.0% | 0.00% | – |
NEM | NEWMONT CORP | $3,000 | +50.0% | 32 | 0.0% | 0.00% | 0.0% | |
NI | NISOURCE INC 00500 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
GBDC | New | GOLUB CAPITAL BDC INC | $2,000 | – | 121 | +100.0% | 0.00% | – |
PAVE | GLOBAL X US INFRA DVLPMNT ETFus infr dev etf | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
NEV | NUVEEN ENHANCED MUNICIPA | $2,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% | |
DRIV | GLOBAL X AUTONOM ELECTRIC VEHICL ETFautonmous ev etf | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
ARGT | GLOBAL X MSCI ARGENTINA ETFgb msci ar etf | $3,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
OCSL | OAKTREE SPECIALTY LENDIN | $2,000 | 0.0% | 331 | 0.0% | 0.00% | 0.0% | |
ON | ON SEMICONDUCTOR CO | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
PLTR | Sell | PALANTIR TECHNOLOGIES IN CLASS Acl a | $3,000 | -40.0% | 240 | -14.9% | 0.00% | -50.0% |
FISV | Buy | FISERV INC | $2,000 | +100.0% | 19 | +111.1% | 0.00% | – |
PLD | PROLOGIS INC. REIT | $3,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
FICO | Buy | FAIR ISAAC INTL CORP | $2,000 | +100.0% | 5 | +150.0% | 0.00% | – |
RH | New | RH | $2,000 | – | 5 | +100.0% | 0.00% | – |
RJF | RAYMOND JAMES FINL | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
ROCKET LABORATORY USA IN | $2,000 | -50.0% | 300 | 0.0% | 0.00% | -50.0% | ||
EVRG | EVERGY INC | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
SPDW | SPDR PORTFOLIO DVLPD WRLD EX-US ETFportfolio devlpd | $3,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
EA | ELECTRONIC ARTS INC | $3,000 | -25.0% | 27 | 0.0% | 0.00% | -50.0% | |
EBND | New | SPDR BLOOMBG EMG MRKT LCL BND ETFbloomberg emergi | $3,000 | – | 142 | +100.0% | 0.00% | – |
SPYG | SPDR S&P 500 GROWTH ETFprtflo s&p500 gw | $2,000 | -33.3% | 35 | 0.0% | 0.00% | 0.0% | |
SPYV | SPDR S&P 500 VALUE ETFprtflo s&p500 vl | $3,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
RWR | SPDR DOW JONES REIT ETFdj reit etf | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
D | New | DOMINION ENERGY INC | $3,000 | – | 40 | +100.0% | 0.00% | – |
DISCA | Buy | DISCOVERY INC | $2,000 | – | 95 | +630.8% | 0.00% | – |
DAR | Buy | DARLING INGREDIENTS | $2,000 | +100.0% | 29 | +107.1% | 0.00% | – |
DNP | DNP SELECT INCOME CF | $2,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% | |
New | CONSTELLATION ENERGY COR | $3,000 | – | 55 | +100.0% | 0.00% | – | |
XLI | SELECT SECTOR INDUSTRIAL SPDR ETFsbi int-inds | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
SVC | Buy | SERVICE PPTYS TR REIT | $2,000 | 0.0% | 207 | +0.5% | 0.00% | 0.0% |
SIRI | SIRIUS XM HLDGS INC | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
SNAP | SNAP INC CLASS Acl a | $3,000 | -25.0% | 88 | 0.0% | 0.00% | -50.0% | |
CP | CANADIAN PAC RAILWAY F | $2,000 | +100.0% | 20 | 0.0% | 0.00% | – | |
STEM | New | STEM INC | $2,000 | – | 162 | +100.0% | 0.00% | – |
CNQ | CANADIAN NATURAL RES F | $2,000 | +100.0% | 32 | 0.0% | 0.00% | – | |
RGR | Buy | STURM RUGER & CO INC | $2,000 | +100.0% | 27 | +107.7% | 0.00% | – |
SPWR | SUNPOWER CORP | $2,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
SYY | SYSCO CORP | $2,000 | +100.0% | 19 | 0.0% | 0.00% | – | |
CI | CIGNA CORP | $3,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
TER | TERADYNE INCORPORATE | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
IGR | CBRE GLOBAL REAL ESTATE | $2,000 | -33.3% | 270 | 0.0% | 0.00% | 0.0% | |
ME | 23ANDME HOLDING CO F CLASS A | $2,000 | -33.3% | 500 | 0.0% | 0.00% | 0.0% | |
BHP | New | BHP GROUP LTD F SPONSORED ADR 1 ADR REPS 2 ORD SHSsponsored ads | $2,000 | – | 20 | +100.0% | 0.00% | – |
BLV | VANGUARD LONG TERM BOND ETFlong term bond | $3,000 | -25.0% | 35 | 0.0% | 0.00% | -50.0% | |
VSS | VGRD FTSE ALL WRLD EX US SML CAP ETFftse smcap etf | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
AVY | AVERY DENNISON CORP | $2,000 | -33.3% | 13 | 0.0% | 0.00% | 0.0% | |
AGR | AVANGRID INC | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
ASTR | ASTRA SPACE INC | $2,000 | -50.0% | 600 | 0.0% | 0.00% | -50.0% | |
New | APOLLO GLOBAL MANAGEMENT | $2,000 | – | 31 | +100.0% | 0.00% | – | |
AA | Sell | ALCOA CORP | $2,000 | -93.3% | 25 | -95.0% | 0.00% | -92.3% |
ABNB | AIRBNB INC CLASS A | $3,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
A | AGILENT TECHNOLOGIES | $2,000 | -33.3% | 17 | 0.0% | 0.00% | 0.0% | |
WHR | WHIRLPOOL CORP | $2,000 | -33.3% | 14 | 0.0% | 0.00% | 0.0% | |
EPI | WISDOMTREE INDIA EARNINGS ETFindia erngs fd | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
ATVI | ACTIVISION BLIZZARD | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
ACAD | ARBUTUS BIOPHARMA CORP F | $2,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
ARKG | ARK GENOMIC REVOLUTION ETFgenomic rev etf | $2,000 | -33.3% | 50 | 0.0% | 0.00% | 0.0% | |
BBU | BROOKFIELD BUSINESS P LPunit ltd lp | $2,000 | -33.3% | 70 | 0.0% | 0.00% | 0.0% | |
GLOBALFOUNDRIES INC Fordinary shares | $2,000 | -33.3% | 40 | 0.0% | 0.00% | 0.0% | ||
AMC | AMC ENTERTAINMENT CLASS A | $2,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
STX | Buy | SEAGATE TECHNOLOGY HLD F | $3,000 | +50.0% | 32 | +52.4% | 0.00% | 0.0% |
SPOT | Buy | SPOTIFY TECHNOLOGY F | $3,000 | -25.0% | 23 | +53.3% | 0.00% | -50.0% |
ENZL | ISHARES MSCI NWZLND ETFnew zealand etf | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
USRT | ISHARES CORE US REIT ETFcre u s reit etf | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
RBLX | Buy | ROBLOX CORP CLASS Acl a | $1,000 | – | 26 | +2500.0% | 0.00% | – |
RIOT | Exit | RIOT BLOCKCHAIN INC | $0 | – | -22 | -100.0% | 0.00% | – |
Exit | FIRST WATCH RESTAURANT GROUP | $0 | – | -18 | -100.0% | 0.00% | – | |
CONTEXT THERAPEUTICS INC | $0 | – | 155 | 0.0% | 0.00% | – | ||
New | CORE & MAIN INC CLASS Acl a | $0 | – | 8 | +100.0% | 0.00% | – | |
CMI | CUMMINS INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
CYNGN INC | $0 | -100.0% | 200 | 0.0% | 0.00% | – | ||
CONE | CO DIAGNOSTICS INC | $0 | – | 35 | 0.0% | 0.00% | – | |
HAUZ | New | XTRACKERS INTER REAL EST ETFxtrack intl real | $0 | – | 12 | +100.0% | 0.00% | – |
SAP | SAP SE F SPONSORED ADR 1 ADR REPS 1 ORD SHSspon adr | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
DXC | D X C TECHNOLOGY CO 0050 | $0 | – | 12 | 0.0% | 0.00% | – | |
SMG | New | SCOTTS MIRACLE GRO COcl a | $0 | – | 2 | +100.0% | 0.00% | – |
SE | New | SEA LTD F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored ads | $0 | – | 2 | +100.0% | 0.00% | – |
DNN | DENISON MINES CORP F | $0 | – | 50 | 0.0% | 0.00% | – | |
DVN | New | DEVON ENERGY CORP | $1,000 | – | 10 | +100.0% | 0.00% | – |
DLB | New | DOLBY LABORATORIES CLASS A | $0 | – | 6 | +100.0% | 0.00% | – |
New | DUTCH BROS INC CLASS Acl a | $0 | – | 4 | +100.0% | 0.00% | – | |
CC | CHEMOURS CO | $0 | – | 11 | 0.0% | 0.00% | – | |
SHAK | Buy | SHAKE SHACK CLASS Acl a | $0 | – | 6 | +200.0% | 0.00% | – |
SPTL | Buy | SPDR LONG TERM TREASURY ETFportfolio ln tsr | $0 | – | 3 | +50.0% | 0.00% | – |
CRL | New | CHARLES RIVER LABS | $0 | – | 1 | +100.0% | 0.00% | – |
EW | Buy | EDWARDS LIFESCIENCES | $1,000 | – | 12 | +1100.0% | 0.00% | – |
SI | New | SILVERGATE CAP CORPcl a | $0 | – | 1 | +100.0% | 0.00% | – |
SITM | SITIME CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
SNN | SMITH & NEPHEW GROUP P F SPONSORED ADR 1 ADR REPS 2 ORD SHSspdn adr new | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
EME | EMCOR GROUP INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
FIVN | Exit | FIVE9 INC | $0 | – | -1 | -100.0% | 0.00% | – |
CRNC | New | CERENCE INC | $0 | – | 4 | +100.0% | 0.00% | – |
WATT | ENERGOUS CORP | $0 | – | 70 | 0.0% | 0.00% | – | |
EPAM | New | EPAM SYSTEMS INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
CNP | CENTERPOINT ENERGY INC | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
EQIX | New | EQUINIX INC REIT | $1,000 | – | 1 | +100.0% | 0.00% | – |
ETSY | New | ETSY INC | $0 | – | 1 | +100.0% | 0.00% | – |
CARIBOU BIOSCIENCES INC | $1,000 | -50.0% | 100 | 0.0% | 0.00% | -100.0% | ||
CGC | CANOPY GROWTH CORP F | $1,000 | 0.0% | 121 | 0.0% | 0.00% | – | |
TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $0 | – | -31 | -100.0% | 0.00% | – |
SWK | STANLEY BLACK & DECK | $1,000 | -50.0% | 8 | 0.0% | 0.00% | -100.0% | |
RFP | RESOLUTE FOREST PROD | $1,000 | 0.0% | 84 | 0.0% | 0.00% | – | |
RLGY | New | REALOGY HOLDINGS CO | $0 | – | 6 | +100.0% | 0.00% | – |
Exit | CAMBER ENERGY INC | $0 | – | -1 | -100.0% | 0.00% | – | |
EMQQ | EMQQ EMRNG MKT INTRNT ECMRC ETFemqq em intern | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
Buy | STRAN & CO INC | $0 | -100.0% | 280 | +55.6% | 0.00% | – | |
PRU | PRUDENTIAL FINL | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
SMFG | SUMITOMO MITSUI FINL00 F SPONSORED ADR 1 ADR REPS 0.2 ORD SHSsponsored adr | $1,000 | 0.0% | 210 | 0.0% | 0.00% | – | |
SXC | New | SUNCOKE ENERGY INC | $0 | – | 50 | +100.0% | 0.00% | – |
TJX | TJX COMPANIES INC | $1,000 | -50.0% | 24 | 0.0% | 0.00% | -100.0% | |
FIS | New | FIDELITY NATL INFO | $0 | – | 3 | +100.0% | 0.00% | – |
FJP | FIRST TRUST JAPAN ALPHADEX ETFjapan alphadex | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
TTWO | Buy | TAKE TWO INTERACTV | $1,000 | 0.0% | 9 | +200.0% | 0.00% | – |
TTM | TATA MOTORS LIMITED F SPONSORED ADR 1 ADR REPS 5 ORD SHSsponsored adr | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
New | PORTILLOS INC | $0 | – | 7 | +100.0% | 0.00% | – | |
TXG | New | 10X GENOMICS INC | $0 | – | 1 | +100.0% | 0.00% | – |
FYT | FIRST TR SMALL CAP VALU ALPHADEX ETFsml cap val alph | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
New | FIRST WATCH RESTAURANT G | $0 | – | 18 | +100.0% | 0.00% | – | |
TMO | New | THERMO FISHER SCNTFC | $1,000 | – | 2 | +100.0% | 0.00% | – |
XOP | Exit | SPDR SER TRs&p oilgas exp | $0 | – | -2 | -100.0% | 0.00% | – |
TLRY | TILRAY BRANDS INC CLASS 2 | $1,000 | 0.0% | 135 | 0.0% | 0.00% | – | |
FSR | FISKER INC | $1,000 | -50.0% | 100 | 0.0% | 0.00% | -100.0% | |
TTE | TOTALENERGIES SE F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored ads | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
FCX | New | FREEPORT-MCMORAN INCcl b | $1,000 | – | 11 | +100.0% | 0.00% | – |
GTBP | GT BIOPHARMA INC | $0 | – | 44 | 0.0% | 0.00% | – | |
TYME | TYME TECHNOLOGIES INC | $0 | – | 300 | 0.0% | 0.00% | – | |
TSN | TYSON FOODS INC CLASS Acl a | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
IT | New | GARTNER INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
PPL | PPL CORP | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
UBER | New | UBER TECHNOLOGIES INC | $1,000 | – | 22 | +100.0% | 0.00% | – |
PATH | Buy | UIPATH INCcl a | $0 | – | 5 | +150.0% | 0.00% | – |
PJT | P J T PARTNERS INCORPORA CLASS A | $0 | – | 2 | 0.0% | 0.00% | – | |
OSTK | OVERSTOCK COM INC | $0 | – | 3 | 0.0% | 0.00% | – | |
ORPH | ORPHAZYME A S F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSads | $0 | – | 50 | 0.0% | 0.00% | – | |
WRK | Exit | WESTROCK CO | $0 | – | -13 | -100.0% | 0.00% | – |
OGN | ORGANON & CO | $1,000 | – | 15 | 0.0% | 0.00% | – | |
New | BROOKFIELD BUSINESS CO F CLASS Acl a exc sub vtg | $1,000 | – | 29 | +100.0% | 0.00% | – | |
ORAN | ORANGE F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $1,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
UNIT | UNITI GROUP INC | $0 | – | 14 | 0.0% | 0.00% | – | |
U | New | UNITY SOFTWARE INC | $0 | – | 1 | +100.0% | 0.00% | – |
BTI | BRIT AMER TOBACCO F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
DNOW | NOW INC | $1,000 | – | 50 | 0.0% | 0.00% | – | |
VLO | VALERO ENERGY CORP | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
LIT | Buy | GLOBAL X LITHIUM BATTERY TECH ETFlithium btry etf | $0 | – | 3 | +50.0% | 0.00% | – |
GDDY | GO DADDY GROUP INC CLASS Acl a | $0 | – | 3 | 0.0% | 0.00% | – | |
GH | New | GUARDANT HEALTH INC | $0 | – | 7 | +100.0% | 0.00% | – |
IHY | New | VANECK INTERNATIONAL HIGH YIELD BOND ETFintl high yield | $0 | – | 1 | +100.0% | 0.00% | – |
New | NEXGEL INC | $0 | – | 3 | +100.0% | 0.00% | – | |
SMH | New | VANECK SEMICONDUCTOR ETFsemiconductr etf | $1,000 | – | 3 | +100.0% | 0.00% | – |
HSBC | HSBC HLDGS PLC F SPONSORED ADR 1 ADR REPS 5 ORD SHSspon adr new | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
NBEV | NEWAGE INC | $1,000 | -66.7% | 2,500 | 0.0% | 0.00% | -100.0% | |
BAX | BAXTER INTERNTNL | $1,000 | -50.0% | 18 | 0.0% | 0.00% | -100.0% | |
HR | HLTHCARE REALTY TR REIT | $0 | – | 1 | 0.0% | 0.00% | – | |
MDB | New | MONGODB INC CLASS A | $0 | – | 1 | +100.0% | 0.00% | – |
KWEB | Exit | KRANESHARES TRcsi chi internet | $0 | – | -34 | -100.0% | 0.00% | – |
HUBS | New | HUBSPOT INC | $0 | – | 1 | +100.0% | 0.00% | – |
MICRO FOCUS INTERNTNL F UNSPONSORED ADR 1 ADR REPS ORD SHSspon adr new | $0 | – | 15 | 0.0% | 0.00% | – | ||
SAN | BANCO SANTANDER S A F SPONSORED ADR 1 ADR REPS 1 ORD SHSadr | $0 | – | 129 | 0.0% | 0.00% | – | |
HUN | HUNTSMAN CORP | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
MELI | MERCADOLIBRE INC | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
ACLS | AXCELIS TECHNOLOGIES | $0 | – | 1 | 0.0% | 0.00% | – | |
HYMC | New | HYCROFT MNG HLDG CORP CLASS A | $0 | – | 200 | +100.0% | 0.00% | – |
BBL | Exit | BHP GROUP PLCsponsored adr | $0 | – | -20 | -100.0% | 0.00% | – |
IMGN | New | IMMUNOGEN INC | $0 | – | 13 | +100.0% | 0.00% | – |
MATTERPORT INC CLASS A | $0 | – | 13 | 0.0% | 0.00% | – | ||
ADSK | New | AUTODESK INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
MTCH | New | MATCH GROUP INC NEW | $0 | – | 3 | +100.0% | 0.00% | – |
AZN | ASTRAZENECA PLC IAM CO F SPONSORED ADR 1 ADR REPS 0.5 ORD SHSsponsored adr | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
VTWO | New | VANGUARD RUSSELL 2000 ETFvng rus2000idx | $1,000 | – | 13 | +100.0% | 0.00% | – |
NSPR | INSPIREMD INC | $0 | – | 4 | 0.0% | 0.00% | – | |
MP | MP MATERIALS CORP CLASS A | $0 | – | 3 | 0.0% | 0.00% | – | |
VEC | VECTRUS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
MT | ARCELOR MITTAL NY F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSny registry sh | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
AIT | APPLIED INDL TECH | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
MIN | MFS INTERMEDIATE INCOMEsh ben int | $1,000 | 0.0% | 166 | 0.0% | 0.00% | – | |
LYFT | New | LYFT INC CLASS A | $0 | – | 5 | +100.0% | 0.00% | – |
PODD | New | INSULET CORP | $0 | – | 1 | +100.0% | 0.00% | – |
LYG | LLOYDS BANKING GROUP F SPONSORED ADR 1 ADR REPS 4 ORD SHSsponsored adr | $1,000 | 0.0% | 290 | 0.0% | 0.00% | – | |
LYV | New | LIVE NATION ENTRTMNT | $0 | – | 1 | +100.0% | 0.00% | – |
ABEV | AMBEV S A F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $1,000 | – | 158 | 0.0% | 0.00% | – | |
ADRE | INVS BLDRS EMERGING MARKT 50 ADR ETFemgring mkts50 | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
ITAN | New | SPARKLINE INTANGIBLE VALUE ETFsparkline intang | $1,000 | – | 55 | +100.0% | 0.00% | – |
VRSN | New | VERISIGN INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
New | GENERATION Z ETF IVgeneration z etf | $0 | – | 17 | +100.0% | 0.00% | – | |
LNC | LINCOLN NTNL CO | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
VTRS | VIATRIS INC | $0 | -100.0% | 43 | 0.0% | 0.00% | – | |
LLY | LIBERTY LATIN AMER F CLASS C | $0 | – | 8 | 0.0% | 0.00% | – | |
SPCE | VIRGIN GALACTIC HLDGS IN CLASS A | $0 | – | 25 | 0.0% | 0.00% | – | |
JOET | VIRTUS TERRANOVA US QUALITY MOTM ETFvirtus us qlty | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
FWONA | New | LIBERTY MEDIA CORP SERIES A LIBERTY MEDIA | $0 | – | 1 | +100.0% | 0.00% | – |
FWONK | New | LIBERTY MEDIA CORP SERIES C LIBERTY MEDIA | $0 | – | 1 | +100.0% | 0.00% | – |
LSXMK | New | LIBERTY MEDIA CORP SERIES C LIBERTY SIRIUS XM | $0 | – | 5 | +100.0% | 0.00% | – |
LSXMA | New | LIBERTY MEDIA CORP SERIES A LIBERTY SIRIUS XM | $0 | – | 2 | +100.0% | 0.00% | – |
LBRDK | New | LIBERTY BROADBAND CO CLASS C | $0 | – | 1 | +100.0% | 0.00% | – |
LBRDA | New | LIBERTY BROADBAND CO CLASS A | $0 | – | 1 | +100.0% | 0.00% | – |
AZBO | New | ALLIANZIM US LRGE CAP BUFF20 OCT ETFus lrg cp bufr20 | $1,000 | – | 20 | +100.0% | 0.00% | – |
WDC | New | WESTERN DIGITAL CORP | $0 | – | 10 | +100.0% | 0.00% | – |
BLNK | Exit | BLINK CHARGING CO | $0 | – | -25 | -100.0% | 0.00% | – |
AFRM | Buy | AFFIRM HLDGS INC | $0 | – | 3 | +200.0% | 0.00% | – |
KRBN | Buy | KRANESHARES GLOBAL CARBON STG ETFglobal carb stra | $0 | – | 6 | +200.0% | 0.00% | – |
RPV | New | INVSC S P 500 PURE VALUE ETFs&p500 pur val | $1,000 | – | 8 | +100.0% | 0.00% | – |
ACR | ACRES COML RLTY CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
IRDM | New | IRIDIUM COMMUNICATIONS I | $0 | – | 3 | +100.0% | 0.00% | – |
New | KIDPIK CORP | $0 | – | 100 | +100.0% | 0.00% | – | |
IBB | ISHARES BIOTECHNOLOGY ETFnasdaq biotech | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
DBC | Buy | INVSC DB COMMODITY INDEX TRACKNG ETFunit | $0 | – | 19 | +280.0% | 0.00% | – |
New | WOLFSPEED INC | $1,000 | – | 7 | +100.0% | 0.00% | – | |
WDAY | Buy | WORKDAY INC CLASS Acl a | $1,000 | – | 6 | +500.0% | 0.00% | – |
JD | JD COM INC F SPONSORED ADR 1 ADR REPS 2 ORD SHSspon adr cl a | $0 | – | 6 | 0.0% | 0.00% | – | |
AMJ | JP MORGAN CHASE ALERIAN ETNalerian ml etn | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
IBTD | ISHARES IBONDS TERM TREASURY ETFibonds 23 trm ts | $1,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
YEXT | YEXT INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
PXH | New | INVESCO FTSE RAFI EMERGING MARKETS ETFftse rafi emng | $0 | – | 2 | +100.0% | 0.00% | – |
ZBH | ZIMMER BIOMET HLDGS | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
ZTS | New | ZOETIS INC CLASS Acl a | $1,000 | – | 5 | +100.0% | 0.00% | – |
ACGL | New | ARCH CAP GROUP LTD Ford | $1,000 | – | 23 | +100.0% | 0.00% | – |
TEAM | New | ATLASSIAN CORP PLC F CLASS Acl a | $1,000 | – | 2 | +100.0% | 0.00% | – |
AY | New | ATLANTICA SUSTAINABLE F | $1,000 | – | 22 | +100.0% | 0.00% | – |
REM | ISHARES MORTGAGE REAL ESTATE ETFmortge rel etf | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
DBO | New | INVESCO DB OIL FUNDoilfd | $0 | – | 27 | +100.0% | 0.00% | – |
IHF | ISHARES US HEALTHCARE PRO ETFus hlthcr pr etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
CPRI | Buy | CAPRI HOLDINGS LTD F | $0 | – | 6 | +50.0% | 0.00% | – |
ETN | New | EATON CORP PLC F | $0 | – | 3 | +100.0% | 0.00% | – |
IHE | ISHARES US PHARMACEUTICALS ETFu.s. pharma etf | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
IBDN | ISHARES IBONDS DEC 2022 TERM ETFibonds dec22 etf | $1,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
JCI | New | JOHNSON CONTROLS INTER F | $1,000 | – | 13 | +100.0% | 0.00% | – |
RWJ | Exit | INVESCO EXCH TRADED FD TR II REVs&p smallcap 600 | $0 | – | -10 | -100.0% | 0.00% | – |
MANU | New | MANCHESTER UTD PLC F CLASS Aord cl a | $0 | – | 10 | +100.0% | 0.00% | – |
METX | METEN HOLDING GROUP LT F | $0 | -100.0% | 2,000 | 0.0% | 0.00% | – | |
IONS | New | IONIS PHARMACEUTICALS IN | $0 | – | 11 | +100.0% | 0.00% | – |
NCLH | NORWEGIAN CRUISE LIN F | $0 | – | 19 | 0.0% | 0.00% | – | |
EPHE | ISHARES MSCI PHILIPPINES ETFmsci philips etf | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
New | PENTAIR PLC F | $0 | – | 5 | +100.0% | 0.00% | – | |
AMCX | New | AMC NETWORKS INC CL CLASS Acl a | $0 | – | 4 | +100.0% | 0.00% | – |
TEL | New | TE CONNECTIVITY LTD F | $1,000 | – | 7 | +100.0% | 0.00% | – |
AGNC | A G N C INVESTMENT CORP REIT | $0 | – | 5 | 0.0% | 0.00% | – | |
IYM | ISHARES US BASIC MATERIALS ETFu.s. bas mtl etf | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
AER | AERCAP HOLDINGS NV F | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
ASML | New | ASML HOLDING N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,000 | – | 1 | +100.0% | 0.00% | – |
ATH | Exit | ATHENE HOLDING LTDcl a | $0 | – | -27 | -100.0% | -0.00% | – |
BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -96 | -100.0% | -0.00% | – |
VSTM | Exit | VERASTEM INC | $0 | – | -1,000 | -100.0% | -0.00% | – |
RNLX | Exit | RENALYTIX PLCads | $0 | – | -200 | -100.0% | -0.00% | – |
SNLN | Exit | HIGHLAND FDS Ihi ld iboxx srln | $0 | – | -198 | -100.0% | -0.00% | – |
YRCW | Exit | YRC WORLDWIDE INCyrc worldwide inc | $0 | – | -313 | -100.0% | -0.00% | – |
QLGN | Exit | QUALIGEN THERAPEUTICS INC | $0 | – | -3,500 | -100.0% | -0.00% | – |
HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -100 | -100.0% | -0.00% | – |
PFM | Exit | INVESCO EXCHANGE TRADED FD Tdivid achievev | $0 | – | -210 | -100.0% | -0.00% | – |
BMO | Exit | BANK OF MONTREAL | $0 | – | -95 | -100.0% | -0.00% | – |
PTBD | Exit | PACER FDS TRtrendpilot us bd | $0 | – | -350 | -100.0% | -0.00% | – |
RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -197 | -100.0% | -0.00% | – |
BFA | Exit | BROWN FORMAN CORPcl a | $0 | – | -127 | -100.0% | -0.00% | – |
BBC | Exit | ETFIS SER TR Ivirtus lifesc ct | $0 | – | -250 | -100.0% | -0.00% | – |
IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -300 | -100.0% | -0.00% | – |
MUB | Exit | ISHARES TRnational mun etf | $0 | – | -94 | -100.0% | -0.01% | – |
XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -100 | -100.0% | -0.01% | – |
IPO | Exit | RENAISSANCE CAP GREENWICH FDipo etf | $0 | – | -215 | -100.0% | -0.01% | – |
FDNI | Exit | FIRST TR EXCHANGE TRADED FDdj intl intrnt | $0 | – | -400 | -100.0% | -0.01% | – |
DDT | Exit | DILLARDS INCcl a | $0 | – | -600 | -100.0% | -0.01% | – |
XRLV | Exit | INVESCO EXCH TRADED FD TR IIs&p 500 ex rat | $0 | – | -325 | -100.0% | -0.01% | – |
MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -35 | -100.0% | -0.01% | – |
CCXI | Exit | CHEMOCENTRYX INC | $0 | – | -500 | -100.0% | -0.01% | – |
FPXI | Exit | FIRST TR EXCHANGE TRADED FDintl equity opp | $0 | – | -325 | -100.0% | -0.01% | – |
TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -250 | -100.0% | -0.01% | – |
IRBO | Exit | ISHARES TRrobotics artif | $0 | – | -580 | -100.0% | -0.01% | – |
REGI | Exit | RENEWABLE ENERGY GROUP INC | $0 | – | -650 | -100.0% | -0.01% | – |
PBI | Exit | PITNEY BOWES INC | $0 | – | -5,000 | -100.0% | -0.01% | – |
DIAL | Exit | COLUMBIA ETF TR Idiversifid fxd | $0 | – | -1,638 | -100.0% | -0.02% | – |
SSO | Exit | PROSHARES TR | $0 | – | -300 | -100.0% | -0.02% | – |
QLD | Exit | PROSHARES TR | $0 | – | -500 | -100.0% | -0.02% | – |
JHMC | Exit | JOHN HANCOCK EXCHANGE TRADEDmultifactor co | $0 | – | -1,800 | -100.0% | -0.04% | – |
VCR | Exit | VANGUARD WORLD FDSconsum dis etf | $0 | – | -350 | -100.0% | -0.05% | – |
VUSB | Exit | VANGUARD BD INDEX FDSvanguard ultra | $0 | – | -3,012 | -100.0% | -0.06% | – |
FDX | Exit | FEDEX CORP | $0 | – | -2,841 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-06
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | 15 | Q3 2023 | 18.7% |
INVSC S P 500 TOP 50 ETF | 15 | Q3 2023 | 9.5% |
SPDR S&P 400 MID CAP VALUE ETF | 15 | Q3 2023 | 5.0% |
SPDR S&P 600 SMALL CAP VALUE ETF | 15 | Q3 2023 | 4.8% |
SPDR SER TR | 15 | Q3 2023 | 7.3% |
SCHWAB US DIVIDEND EQUITY ETF | 15 | Q3 2023 | 4.9% |
CHEVRON CORP NEW | 15 | Q3 2023 | 4.1% |
ISHARES TREASURY BOND ETF | 15 | Q3 2023 | 5.3% |
QUALIGEN THERAPEUTICS INC | 15 | Q3 2023 | 3.1% |
CATERPILLAR INC DEL | 15 | Q3 2023 | 2.6% |
View Retirement Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-15 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-04 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-09 |
13F-HR/A | 2021-11-16 |
View Retirement Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.