$241 Million is the total value of Retirement Group, LLC's 851 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $37,289,000 | -16.7% | 136,581 | +7.6% | 15.45% | -10.7% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $19,798,000 | -15.8% | 69,088 | +3.3% | 8.20% | -9.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $13,497,000 | +188.9% | 35,778 | +245.9% | 5.59% | +210.0% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $11,471,000 | -8.4% | 158,416 | +5.5% | 4.75% | -1.7% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $11,411,000 | -9.8% | 188,619 | +5.0% | 4.73% | -3.2% |
| XOM | Sell | EXXON MOBIL CORP | $10,480,000 | -9.4% | 122,379 | -12.4% | 4.34% | -2.8% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $10,016,000 | -7.7% | 139,831 | +1.7% | 4.15% | -1.0% |
| CVX | Sell | CHEVRON CORP NEW | $9,368,000 | -12.0% | 64,706 | -1.0% | 3.88% | -5.5% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $6,646,000 | +12.1% | 57,857 | +29.0% | 2.75% | +20.4% |
| QQQ | Buy | QUALIGEN THERAPEUTICS INCunit ser 1 | $6,511,000 | +31.9% | 26,725 | +56.2% | 2.70% | +41.6% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $4,947,000 | -13.0% | 37,514 | -2.5% | 2.05% | -6.6% |
| JEF | Buy | JEFFERIES FINL GROUP INC | $3,640,000 | -7.8% | 131,775 | +9.7% | 1.51% | -1.0% |
| CAT | Buy | CATERPILLAR INC | $3,590,000 | -19.5% | 20,084 | +0.3% | 1.49% | -13.6% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $3,356,000 | -21.8% | 15,056 | +0.9% | 1.39% | -16.1% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $3,225,000 | -14.2% | 72,526 | +9.1% | 1.34% | -8.0% |
| T | Buy | A T & T INC | $2,927,000 | -6.0% | 139,660 | +6.0% | 1.21% | +0.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $2,865,000 | +5.8% | 25,205 | +1.2% | 1.19% | +13.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,622,000 | -13.6% | 6,916 | +3.4% | 1.09% | -7.3% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $2,576,000 | +15.9% | 53,808 | +22.4% | 1.07% | +24.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,276,000 | -8.5% | 15,862 | +3.4% | 0.94% | -1.8% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $1,863,000 | +65.0% | 29,850 | +88.7% | 0.77% | +77.1% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $1,654,000 | +67.6% | 29,633 | +82.4% | 0.68% | +79.8% |
| VLUE | Buy | ISHARES TRmsci usa value | $1,649,000 | +19.0% | 18,221 | +37.5% | 0.68% | +27.7% |
| COP | Buy | CONOCOPHILLIPS | $1,607,000 | +7.2% | 17,890 | +19.3% | 0.67% | +15.0% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,524,000 | -37.3% | 88,459 | -30.7% | 0.63% | -32.7% |
| AMZN | Buy | AMAZON COM INC | $1,485,000 | -28.6% | 13,984 | +2091.8% | 0.62% | -23.4% |
| DGRO | Sell | ISHARES TRcore div grwth | $1,476,000 | -14.4% | 30,976 | -4.0% | 0.61% | -8.1% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $1,387,000 | -20.8% | 31,381 | -4.4% | 0.58% | -14.9% |
| SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $1,317,000 | +22.4% | 31,622 | +32.1% | 0.55% | +31.6% |
| MSFT | Buy | MODERNA INC | $1,221,000 | -13.9% | 4,766 | +3.5% | 0.51% | -7.7% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $1,186,000 | +180.4% | 24,116 | +182.3% | 0.49% | +201.2% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $1,171,000 | +4.6% | 13,718 | +16.4% | 0.48% | +12.3% |
| AAPL | Buy | APPLE INC | $1,168,000 | -18.0% | 8,543 | +4.8% | 0.48% | -12.0% |
| SGOL | Buy | ABERDEEN STD GOLD ETF TR | $1,163,000 | +17.4% | 67,132 | +25.9% | 0.48% | +25.8% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $1,127,000 | +26.5% | 24,908 | +49.5% | 0.47% | +35.8% |
| IVLU | Buy | ISHARES TRmsci intl vlu ft | $1,088,000 | +108.8% | 49,044 | +139.4% | 0.45% | +124.4% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,089,000 | +14.0% | 7,268 | +33.9% | 0.45% | +22.2% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,030,000 | +63.5% | 32,747 | +90.9% | 0.43% | +75.7% |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $1,026,000 | +271.7% | 19,889 | +284.0% | 0.42% | +297.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $981,000 | -17.4% | 5,200 | -0.2% | 0.41% | -11.4% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $970,000 | -9.5% | 23,763 | +6.5% | 0.40% | -2.9% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $950,000 | -8.8% | 9,345 | +0.7% | 0.39% | -2.0% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $943,000 | +0.2% | 21,372 | +6.9% | 0.39% | +7.7% |
| O | Sell | REALTY INCOME CORP | $936,000 | -1.7% | 13,712 | -0.2% | 0.39% | +5.4% |
| ETV | Sell | EATON VANCE TAX-MANAGED BUY- | $921,000 | -29.5% | 68,186 | -18.5% | 0.38% | -24.4% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $826,000 | -14.2% | 4,875 | +3.9% | 0.34% | -8.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $819,000 | +16.2% | 12,922 | +3.1% | 0.34% | +24.6% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $816,000 | +4.6% | 8,200 | +12.6% | 0.34% | +12.3% |
| PDI | Sell | PIMCO DYNAMIC INCOME CF | $770,000 | -17.4% | 36,893 | -3.5% | 0.32% | -11.4% |
| NVDA | Buy | NVIDIA CORPORATION | $751,000 | -42.2% | 4,951 | +4.0% | 0.31% | -38.0% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $749,000 | +63.2% | 35,509 | +92.5% | 0.31% | +75.1% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $721,000 | -6.2% | 17,970 | +5.5% | 0.30% | +0.7% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $678,000 | -16.4% | 1,853 | +4.2% | 0.28% | -10.2% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $674,000 | +159.2% | 26,573 | +184.0% | 0.28% | +179.0% |
| PSX | Buy | PHILLIPS 66 | $655,000 | +4.0% | 7,993 | +9.7% | 0.27% | +11.5% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $567,000 | -10.8% | 2,505 | +5.7% | 0.24% | -4.5% |
| PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $567,000 | +388.8% | 31,457 | +376.6% | 0.24% | +422.2% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $563,000 | -23.6% | 4,129 | -5.8% | 0.23% | -18.2% |
| BX | Buy | BLACKSTONE GROUP INC | $562,000 | +27.7% | 6,159 | +77.6% | 0.23% | +37.1% |
| OGIG | Buy | OSI ETF TR | $541,000 | -2.5% | 28,146 | +23.0% | 0.22% | +4.7% |
| SIVR | Sell | ABERDEEN STD SILVER ETF TR | $538,000 | -29.8% | 27,618 | -14.0% | 0.22% | -24.7% |
| BCI | New | ABRDN ETFS | $532,000 | – | 19,574 | +100.0% | 0.22% | – |
| TSLA | Buy | TESLA INC | $486,000 | -33.9% | 722 | +5.9% | 0.20% | -29.2% |
| New | WARNER BROS DISCOVERY INC | $465,000 | – | 34,627 | +100.0% | 0.19% | – | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $456,000 | +2.5% | 4,143 | +12.6% | 0.19% | +9.9% |
| EFV | Buy | ISHARES TReafe value etf | $457,000 | +64.4% | 10,239 | +108.6% | 0.19% | +76.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $453,000 | +17.1% | 208 | +49.6% | 0.19% | +26.2% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $432,000 | -88.1% | 5,218 | -88.0% | 0.18% | -87.2% |
| ABBV | Buy | ABBVIE INC | $428,000 | +66.5% | 2,794 | +76.2% | 0.18% | +78.8% |
| AFIN | Sell | THE NECESSITY RETAIL REI CLASS A | $406,000 | -15.6% | 55,780 | -8.2% | 0.17% | -9.7% |
| HON | Sell | HONEYWELL INTL INC | $403,000 | -11.0% | 2,318 | -0.5% | 0.17% | -4.6% |
| INTC | Buy | INTEL CORP | $404,000 | +35.1% | 10,794 | +78.8% | 0.17% | +45.2% |
| NOC | NORTHROP GRUMMAN CORP | $402,000 | +6.9% | 841 | 0.0% | 0.17% | +15.2% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $377,000 | +129.9% | 8,453 | +177.9% | 0.16% | +147.6% |
| WM | Buy | WASTE MGMT INC DEL | $362,000 | +93.6% | 2,364 | +100.0% | 0.15% | +108.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $344,000 | +17.4% | 6,782 | +17.8% | 0.14% | +26.5% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $342,000 | -14.7% | 5,396 | -2.9% | 0.14% | -8.4% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $335,000 | +16.3% | 4,687 | +24.5% | 0.14% | +25.2% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $330,000 | -8.1% | 2,401 | +4.2% | 0.14% | -1.4% |
| MO | Buy | MONSTER BEVERAGE CORP NEW | $328,000 | +12.7% | 7,794 | +40.1% | 0.14% | +21.4% |
| SLQD | Sell | ISHARES TR0-5yr invt gr cp | $321,000 | -41.8% | 6,632 | -40.6% | 0.13% | -37.6% |
| PCG | Buy | PG&E CORP | $318,000 | -13.6% | 31,831 | +3.3% | 0.13% | -7.0% |
| RDIV | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $316,000 | -6.0% | 7,660 | 0.0% | 0.13% | +0.8% | |
| IGSB | Sell | ISHARES TR | $316,000 | -26.0% | 6,247 | -24.3% | 0.13% | -20.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $315,000 | -15.8% | 144 | +7.5% | 0.13% | -9.0% |
| WDIV | Buy | SPDR INDEX SHS FDSs&p glbdiv etf | $294,000 | +8.5% | 4,770 | +18.6% | 0.12% | +16.2% |
| PGHY | Sell | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $283,000 | -14.5% | 14,695 | -11.4% | 0.12% | -8.6% |
| AZAJ | ALLIANZIM US LARGE CAP BUFFER10 ETFus lrg cp bufr10 | $270,000 | -10.6% | 11,000 | 0.0% | 0.11% | -4.3% | |
| SPSB | Sell | SPDR SER TRportfolio short | $265,000 | -39.2% | 8,915 | -38.4% | 0.11% | -34.5% |
| BA | Buy | BOEING CO | $257,000 | -21.6% | 1,873 | +9.2% | 0.11% | -16.5% |
| HD | Buy | HOME DEPOT INC | $256,000 | +631.4% | 933 | +697.4% | 0.11% | +657.1% |
| XMHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $251,000 | -24.6% | 3,955 | -10.2% | 0.10% | -19.4% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $238,000 | -7.0% | 5,869 | +0.8% | 0.10% | 0.0% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $231,000 | -75.8% | 10,401 | -73.3% | 0.10% | -73.9% |
| WPM | WHEATON PRECIOUS METALS CORP | $231,000 | -24.3% | 6,417 | 0.0% | 0.10% | -18.6% | |
| AMGN | Buy | AMGEN INC | $230,000 | +71.6% | 944 | +70.4% | 0.10% | +82.7% |
| DVY | Sell | ISHARES TRselect divid etf | $223,000 | -9.3% | 1,896 | -1.1% | 0.09% | -3.2% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $218,000 | -16.2% | 1,715 | +4.6% | 0.09% | -10.0% |
| BP | Buy | BP PLCsponsored adr | $217,000 | +55.0% | 16,246 | +25.3% | 0.09% | +66.7% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $215,000 | -17.3% | 2,520 | -1.9% | 0.09% | -11.0% |
| GE | GENERAL ELECTRIC CO | $214,000 | -30.3% | 3,356 | 0.0% | 0.09% | -25.2% | |
| FB | Buy | META PLATFORMS INCcl a | $212,000 | -16.9% | 1,316 | +14.6% | 0.09% | -10.2% |
| BAC | Sell | BK OF AMERICA CORP | $211,000 | -24.6% | 6,769 | -0.2% | 0.09% | -19.4% |
| CWB | Buy | SPDR SER TRblmbrg brc cnvrt | $201,000 | -15.5% | 3,107 | +0.3% | 0.08% | -9.8% |
| AGG | Sell | ISHARES TRcore us aggbd et | $197,000 | -54.1% | 1,935 | -51.7% | 0.08% | -50.6% |
| INDS | Buy | PACER FDS TRbnchmrk indstr | $190,000 | +48.4% | 4,644 | +84.1% | 0.08% | +61.2% |
| XYLD | Buy | GLOBAL X S&P 500 COVERED CALL ETFs&p 500 covered | $185,000 | +46.8% | 4,325 | +69.7% | 0.08% | +57.1% |
| SLV | Buy | ISHARES SILVER TRishares | $186,000 | -15.5% | 10,003 | +4.2% | 0.08% | -9.4% |
| ADI | ANALOG DEVICES INC | $187,000 | -11.4% | 1,278 | 0.0% | 0.08% | -4.9% | |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $181,000 | 0.0% | 4,099 | +6.6% | 0.08% | +7.1% |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $178,000 | -21.6% | 25,835 | 0.0% | 0.07% | -15.9% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $177,000 | -16.9% | 1,915 | -3.2% | 0.07% | -11.0% |
| PFE | Buy | PFIZER INC | $175,000 | +2.9% | 3,340 | +1.9% | 0.07% | +10.6% |
| REET | Buy | RADWARE LTDglobal reit etf | $174,000 | +47.5% | 7,290 | +83.4% | 0.07% | +56.5% |
| BBDC | Buy | BARINGS BDC INC | $171,000 | +69.3% | 18,387 | +88.7% | 0.07% | +82.1% |
| ETB | Sell | EATON VANCE TAX MNGED BUY WR | $169,000 | -16.3% | 11,256 | -5.7% | 0.07% | -10.3% |
| SPHY | Sell | SPDR SER TRportfli high yld | $170,000 | -13.7% | 7,586 | -3.5% | 0.07% | -7.9% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $166,000 | -1.8% | 323 | -2.7% | 0.07% | +6.2% |
| VOO | Buy | VANGUARD INDEX FDS | $156,000 | +477.8% | 450 | +592.3% | 0.06% | +550.0% |
| KEY | Buy | KEYCORP | $154,000 | +40.0% | 8,965 | +82.4% | 0.06% | +52.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $154,000 | +30.5% | 2,555 | +66.0% | 0.06% | +39.1% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $151,000 | -15.2% | 2,000 | -10.6% | 0.06% | -8.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $151,000 | +57.3% | 2,560 | +84.7% | 0.06% | +70.3% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $142,000 | -33.3% | 2,444 | -14.0% | 0.06% | -28.0% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $143,000 | -16.9% | 2,832 | +0.1% | 0.06% | -10.6% |
| ESHY | Sell | ISHARES TRxtrck jp mrg esg | $138,000 | -33.3% | 1,650 | -19.3% | 0.06% | -28.8% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $136,000 | -36.4% | 1,883 | -33.2% | 0.06% | -32.5% |
| DSI | ISHARES TRmsci kld400 soc | $135,000 | -17.2% | 1,879 | 0.0% | 0.06% | -11.1% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $133,000 | -15.8% | 1,463 | +0.1% | 0.06% | -9.8% |
| PCEF | Buy | INVESCO EXCH TRADED FD TR II | $127,000 | -13.0% | 6,693 | +1.2% | 0.05% | -5.4% |
| GTO | Sell | INVESCO ACTIVELY MANAGED ETFtotal return | $128,000 | -78.8% | 2,652 | -77.0% | 0.05% | -77.3% |
| SR | SPIRE INC | $128,000 | +4.1% | 1,720 | 0.0% | 0.05% | +12.8% | |
| AEE | Buy | AMEREN CORP | $125,000 | +34.4% | 1,388 | +39.6% | 0.05% | +44.4% |
| ETJ | Sell | EATON VANCE RISK-MANAGED DIV | $124,000 | -41.2% | 14,749 | -30.8% | 0.05% | -37.0% |
| GDX | VANECK VECTORS ETF TRgold miners etf | $119,000 | -28.7% | 4,364 | 0.0% | 0.05% | -23.4% | |
| WMT | Buy | WALMART INC | $115,000 | -16.7% | 950 | +2.2% | 0.05% | -9.4% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $115,000 | -12.2% | 2,172 | +3.2% | 0.05% | -5.9% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $117,000 | +44.4% | 1,710 | +67.2% | 0.05% | +54.8% |
| GLD | Buy | SPDR GOLD TR | $115,000 | +0.9% | 682 | +7.9% | 0.05% | +9.1% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $113,000 | -21.0% | 1,404 | -5.0% | 0.05% | -14.5% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $114,000 | -56.7% | 1,823 | -47.4% | 0.05% | -53.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $114,000 | -2.6% | 640 | -3.5% | 0.05% | +4.4% |
| FLRN | Sell | SPDR SER TRblomberg brc inv | $110,000 | -47.9% | 3,650 | -47.3% | 0.05% | -43.2% |
| USB | US BANCORP DEL | $112,000 | -17.6% | 9,555 | 0.0% | 0.05% | -13.2% | |
| DOW | Buy | DOW INC | $108,000 | +44.0% | 2,087 | +78.4% | 0.04% | +55.2% |
| PM | Sell | PHILIP MORRIS INTL INC | $108,000 | -0.9% | 1,094 | -5.9% | 0.04% | +7.1% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $106,000 | -13.8% | 953 | +4.0% | 0.04% | -6.4% |
| IYLD | Sell | ISHARES TRmrngstr inc etf | $107,000 | -67.8% | 5,400 | -63.6% | 0.04% | -65.6% |
| USMV | Sell | ISHARES TRmsci usa min vol | $106,000 | -16.5% | 1,514 | -7.2% | 0.04% | -10.2% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $104,000 | -9.6% | 3,028 | +1.3% | 0.04% | -2.3% |
| AZBA | ALLIANZIM US LRG CAP BUFER20 APR ETFus lrg cp buf20 | $101,000 | -7.3% | 4,000 | 0.0% | 0.04% | 0.0% | |
| AMD | Sell | ADVANCED MICRO DEVIC | $98,000 | -30.5% | 1,287 | -0.5% | 0.04% | -24.1% |
| IXP | Buy | ISHARES TR | $99,000 | +65.0% | 1,614 | +100.0% | 0.04% | +78.3% |
| AZAA | ALLIANZIM US LRG CAP BUFER10 APR ETFus lrg cp buf10 | $99,000 | -11.6% | 3,750 | 0.0% | 0.04% | -4.7% | |
| SDY | Buy | SPDR SER TRs&p divid etf | $100,000 | -7.4% | 846 | +0.2% | 0.04% | -2.4% |
| DIV | GLOBAL X FDSglobx supdv us | $99,000 | -8.3% | 5,100 | 0.0% | 0.04% | -2.4% | |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $97,000 | +10.2% | 751 | +27.9% | 0.04% | +17.6% |
| EMR | Buy | EMERSON ELEC CO | $97,000 | +49.2% | 1,223 | +83.9% | 0.04% | +60.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $94,000 | +28.8% | 479 | +57.0% | 0.04% | +39.3% |
| HGLB | ISHARES TR | $94,000 | -4.1% | 8,381 | 0.0% | 0.04% | +2.6% | |
| NUSC | NUSHARES ETF TRnuveen esg smlcp | $93,000 | -17.7% | 2,827 | 0.0% | 0.04% | -11.4% | |
| XSLV | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $90,000 | -9.1% | 2,030 | +0.1% | 0.04% | -2.6% |
| LGLV | Buy | SPDR SER TRssga us lrg etf | $89,000 | -9.2% | 681 | +0.3% | 0.04% | -2.6% |
| VNOM | VIPER ENERGY PARTNERS LP | $88,000 | -10.2% | 3,300 | 0.0% | 0.04% | -5.3% | |
| ESGN | Sell | ISHARES INCsustnble intl | $87,000 | -33.6% | 3,299 | -20.7% | 0.04% | -29.4% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $88,000 | -27.3% | 1,117 | -7.5% | 0.04% | -23.4% |
| NUMV | NUSHARES ETF TRnuveen esg midvl | $83,000 | -15.3% | 2,709 | 0.0% | 0.03% | -10.5% | |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $83,000 | +102.4% | 1,187 | +115.4% | 0.03% | +112.5% |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $83,000 | +69.4% | 9,110 | +100.0% | 0.03% | +78.9% |
| IRM | Buy | IRON MTN INC NEW | $80,000 | -12.1% | 1,642 | +0.5% | 0.03% | -5.7% |
| IXN | Sell | ISHARES TRglobal tech etf | $79,000 | -24.0% | 1,719 | -4.0% | 0.03% | -17.5% |
| XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $78,000 | -15.2% | 1,519 | -7.8% | 0.03% | -11.1% |
| VRIG | Sell | INVESCO ACTIVELY MANAGED ETFvar rate invt | $76,000 | -28.3% | 3,088 | -27.1% | 0.03% | -24.4% |
| CN | Buy | DBX ETF TRxtrack msci chna | $74,000 | +111.4% | 2,162 | +100.0% | 0.03% | +121.4% |
| BOND | PIMCO ACTIVE BOND ETFactive bd etf | $76,000 | -6.2% | 800 | 0.0% | 0.03% | 0.0% | |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $75,000 | -31.2% | 1,521 | -30.2% | 0.03% | -26.2% |
| SPDV | ETF SER SOLUTIONSaam s&p 500 | $74,000 | -9.8% | 2,600 | 0.0% | 0.03% | -3.1% | |
| SOXX | ISHARES TRphlx semicnd etf | $75,000 | -26.5% | 215 | 0.0% | 0.03% | -20.5% | |
| Buy | INVENTRUST PPTYS CORP | $73,000 | +508.3% | 2,835 | +625.1% | 0.03% | +500.0% | |
| DON | Sell | WISDOMTREE TRus midcap divid | $73,000 | -21.5% | 1,849 | -4.9% | 0.03% | -16.7% |
| ASO | Buy | ACADEMY SPORTS & OUTDOORS IN | $72,000 | -6.5% | 2,012 | +2.9% | 0.03% | 0.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $73,000 | +5.8% | 2,990 | +11.2% | 0.03% | +11.1% |
| FTNT | Buy | FORTINET INC | $70,000 | +66.7% | 1,230 | +900.0% | 0.03% | +81.2% |
| AOK | ISHARES TRconser alloc etf | $69,000 | -8.0% | 2,000 | 0.0% | 0.03% | 0.0% | |
| MOAT | Sell | VANECK VECTORS ETF TRmorningstar wide | $71,000 | -45.0% | 1,120 | -34.9% | 0.03% | -42.0% |
| BST | Buy | BLACKROCK SCIENCE TECHNO | $65,000 | +18.2% | 1,988 | +57.8% | 0.03% | +28.6% |
| SDIV | GLOBAL X FDSglb x superdiv | $66,000 | -18.5% | 7,100 | 0.0% | 0.03% | -12.9% | |
| ENB | ENBRIDGE INC | $65,000 | -8.5% | 1,535 | 0.0% | 0.03% | 0.0% | |
| XHB | SPDR SER TRs&p homebuild | $65,000 | -13.3% | 1,183 | 0.0% | 0.03% | -6.9% | |
| Sell | MEDLEY CAP CORP | $63,000 | -53.3% | 1,737 | -47.2% | 0.03% | -50.0% | |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $62,000 | -56.9% | 2,201 | -50.8% | 0.03% | -53.6% |
| AVGO | Buy | BROADCOM INC | $62,000 | -6.1% | 212 | +11.6% | 0.03% | +4.0% |
| NFLX | Buy | NETFLIX INC | $59,000 | +181.0% | 337 | +491.2% | 0.02% | +200.0% |
| MU | Buy | MICRON TECHNOLOGY INC | $58,000 | +26.1% | 1,047 | +78.1% | 0.02% | +33.3% |
| PFXF | Sell | VANECK VECTORS ETF TRpfd secs ex finl | $59,000 | -78.3% | 3,273 | -75.2% | 0.02% | -77.1% |
| KMI | Buy | KINDER MORGAN INC DEL | $59,000 | -7.8% | 3,530 | +4.4% | 0.02% | -4.0% |
| KRG | KITE REALTY GRP TR REIT | $56,000 | -24.3% | 3,236 | 0.0% | 0.02% | -20.7% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $56,000 | +80.6% | 1,337 | +102.0% | 0.02% | +91.7% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $55,000 | -12.7% | 1,066 | +1.1% | 0.02% | -4.2% |
| SIZE | Buy | ISHARES TRmsci usa sze ft | $56,000 | -15.2% | 509 | +0.2% | 0.02% | -8.0% |
| MCD | Sell | MCDONALDS CORP | $56,000 | -1.8% | 228 | -0.9% | 0.02% | +4.5% |
| ETY | EATON VANCE TAX-MANAGED DIVE | $55,000 | -17.9% | 4,816 | 0.0% | 0.02% | -11.5% | |
| YYY | AMPLIFY ETF TR | $52,000 | -14.8% | 4,075 | 0.0% | 0.02% | -8.3% | |
| EXG | Sell | EATON VANCE TAX-MANAGED GLOB | $53,000 | -24.3% | 6,882 | -4.1% | 0.02% | -18.5% |
| IJT | ISHARES TRs&p sml 600 gwt | $53,000 | -15.9% | 500 | 0.0% | 0.02% | -8.3% | |
| CSCO | Buy | CROWDSTRIKE HLDGS INC | $54,000 | -15.6% | 972 | +0.4% | 0.02% | -12.0% |
| RYF | Buy | INVESCO S&PINVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 500 EQUALs&p500 eql fin | $54,000 | -15.6% | 1,008 | +0.4% | 0.02% | -12.0% |
| PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $53,000 | -70.9% | 3,441 | -68.0% | 0.02% | -68.6% |
| DJD | Buy | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $53,000 | -7.0% | 1,246 | +0.8% | 0.02% | 0.0% |
| PEP | Sell | PEPSICO INC | $51,000 | -5.6% | 308 | -4.3% | 0.02% | 0.0% |
| ETW | EATON VANCE TAX-MANAGED GLOB | $50,000 | -18.0% | 5,985 | 0.0% | 0.02% | -12.5% | |
| FMAT | Sell | FIDELITY MERRIMACK STR TRmsci matls index | $50,000 | -74.9% | 1,021 | -74.5% | 0.02% | -72.7% |
| DIS | Sell | WALT DISNEY CO | $51,000 | -32.0% | 543 | -0.9% | 0.02% | -27.6% |
| RZV | Sell | RHYTHM PHARMACEUTICALS INCs&p sml600 val | $50,000 | -64.8% | 4,220 | -12.6% | 0.02% | -61.8% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $49,000 | -62.3% | 663 | -58.0% | 0.02% | -60.0% |
| VGT | VANGUARD WORLD FDSinf tech etf | $49,000 | -21.0% | 150 | 0.0% | 0.02% | -16.7% | |
| NTAP | Buy | NETAPP INC | $49,000 | -10.9% | 747 | +13.7% | 0.02% | -4.8% |
| NEE | Buy | NEXTERA ENERGY INC | $48,000 | +33.3% | 622 | +47.7% | 0.02% | +42.9% |
| CRM | Buy | SALESFORCE COM INC | $45,000 | +15.4% | 274 | +50.5% | 0.02% | +26.7% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $46,000 | -43.2% | 1,253 | -32.6% | 0.02% | -38.7% |
| KR | KROGER CO | $47,000 | -17.5% | 1,000 | 0.0% | 0.02% | -13.6% | |
| IWS | ISHARES TRrus mdcp val etf | $47,000 | -14.5% | 463 | 0.0% | 0.02% | -9.5% | |
| IAU | Buy | ISHARES GOLD TRUSTishares | $45,000 | -4.3% | 1,325 | +3.1% | 0.02% | +5.6% |
| CAH | Buy | CARDINAL HEALTH INC | $45,000 | +87.5% | 862 | +100.0% | 0.02% | +111.1% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $45,000 | -6.2% | 723 | +0.4% | 0.02% | 0.0% |
| VHT | VANGUARD WORLD FDShealth car etf | $47,000 | -7.8% | 200 | 0.0% | 0.02% | -5.0% | |
| LVS | Buy | LAS VEGAS SANDS CORP | $44,000 | +76.0% | 1,310 | +100.0% | 0.02% | +80.0% |
| HNDL | STRATEGY SHSns 7handl idx | $43,000 | -14.0% | 2,075 | 0.0% | 0.02% | -5.3% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $44,000 | -6.4% | 547 | +0.6% | 0.02% | 0.0% |
| IEMG | Sell | ISHARES INCcore msci emkt | $44,000 | -52.2% | 895 | -46.1% | 0.02% | -50.0% |
| PNW | Buy | PINNACLE WEST CAP | $44,000 | +41.9% | 600 | +50.0% | 0.02% | +50.0% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $40,000 | -85.8% | 1,020 | -82.8% | 0.02% | -84.4% |
| TGT | Buy | TARGET CORP | $42,000 | -30.0% | 296 | +5.0% | 0.02% | -26.1% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $40,000 | -25.9% | 478 | -11.2% | 0.02% | -19.0% |
| COWZ | Sell | PACER US CASH COWS 100 ETFus cash cows 100 | $40,000 | -35.5% | 939 | -24.2% | 0.02% | -29.2% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $41,000 | -19.6% | 1,047 | -3.1% | 0.02% | -15.0% |
| CZA | Sell | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $42,000 | -41.7% | 505 | -33.1% | 0.02% | -39.3% |
| COST | Sell | COSTCO WHSL CORP NEW | $38,000 | -19.1% | 79 | -3.7% | 0.02% | -11.1% |
| BSTZ | Buy | BLACKROCK SCIENCE AND TE | $39,000 | +34.5% | 1,976 | +102.7% | 0.02% | +45.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $39,000 | -9.3% | 273 | -3.5% | 0.02% | -5.9% |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $38,000 | -7.3% | 2,689 | 0.0% | 0.02% | 0.0% | |
| MA | MASTERCARD INCORPORATEDcl a | $38,000 | -11.6% | 120 | 0.0% | 0.02% | -5.9% | |
| OKE | ONEOK INC NEW | $39,000 | -20.4% | 700 | 0.0% | 0.02% | -15.8% | |
| SPB | Sell | SPECTRUM BRANDS HLDGS INC NE | $35,000 | -7.9% | 422 | -2.3% | 0.02% | 0.0% |
| F | Sell | FORD MTR CO DEL | $37,000 | -54.3% | 3,282 | -31.6% | 0.02% | -51.6% |
| MRK | Buy | MPLX LP | $36,000 | +5.9% | 612 | +0.2% | 0.02% | +15.4% |
| AMAT | APPLIED MATLS INC | $36,000 | -32.1% | 400 | 0.0% | 0.02% | -25.0% | |
| SPVU | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 enhncd | $36,000 | +80.0% | 914 | +100.0% | 0.02% | +87.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $37,000 | -5.1% | 85 | -4.5% | 0.02% | 0.0% |
| VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $37,000 | -14.0% | 455 | 0.0% | 0.02% | -11.8% | |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $37,000 | -14.0% | 1,173 | +5.3% | 0.02% | -11.8% |
| ET | ENERGY TRANSFER LP | $34,000 | -12.8% | 3,450 | 0.0% | 0.01% | -6.7% | |
| FCEL | Sell | FUELCELL ENERGY INC | $34,000 | -54.7% | 2,032 | -25.8% | 0.01% | -51.7% |
| GHYG | Sell | ISHARES INCus intl hgh yld | $34,000 | -33.3% | 840 | -23.6% | 0.01% | -30.0% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $33,000 | +57.1% | 1,652 | +73.5% | 0.01% | +75.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $33,000 | -10.8% | 533 | -10.1% | 0.01% | 0.0% |
| KO | Sell | COCA COLA CO | $34,000 | -8.1% | 545 | -9.0% | 0.01% | 0.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $32,000 | +28.0% | 584 | +57.0% | 0.01% | +30.0% |
| GWW | GRAINGER W W INC | $32,000 | -11.1% | 70 | 0.0% | 0.01% | -7.1% | |
| IWN | Buy | ISHARES TRrus 2000 val etf | $31,000 | +14.8% | 224 | +34.9% | 0.01% | +30.0% |
| PFF | Sell | ISHARES TRpfd and incm sec | $28,000 | -26.3% | 840 | -19.9% | 0.01% | -20.0% |
| QQQJ | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $28,000 | -20.0% | 1,210 | 0.0% | 0.01% | -14.3% | |
| FHLC | FIDELITY MSCI HEALTH CARE INDX ETFmsci hlth care i | $30,000 | -9.1% | 500 | 0.0% | 0.01% | -7.7% | |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $30,000 | +328.6% | 633 | +336.6% | 0.01% | +300.0% |
| BIIB | Buy | BIOGEN INC | $28,000 | +86.7% | 137 | +87.7% | 0.01% | +100.0% |
| LQDH | Sell | ISHARES U S ETF TRint rt hdg c b | $29,000 | -3.3% | 316 | -1.6% | 0.01% | 0.0% |
| BECN | Buy | BEACON ROOFING SUPPLY INC | $28,000 | +75.0% | 548 | +100.0% | 0.01% | +100.0% |
| VERU | New | VERU INC | $28,000 | – | 2,500 | +100.0% | 0.01% | – |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $29,000 | +52.6% | 251 | +97.6% | 0.01% | +71.4% |
| ESCR | Buy | DBX ETF TRxtrck blombrg ba | $28,000 | -9.7% | 1,518 | +0.5% | 0.01% | 0.0% |
| ED | CONSOLIDATED EDISON INC | $26,000 | 0.0% | 271 | 0.0% | 0.01% | +10.0% | |
| ABT | ABBOTT LABS | $27,000 | -15.6% | 269 | 0.0% | 0.01% | -8.3% | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $27,000 | -15.6% | 376 | 0.0% | 0.01% | -8.3% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $27,000 | -10.0% | 284 | -6.6% | 0.01% | -8.3% |
| NTRS | INTELLIA THERAPEUTICS INC | $26,000 | -27.8% | 500 | 0.0% | 0.01% | -21.4% | |
| NAK | MAXLINEAR INC | $26,000 | -40.9% | 756 | 0.0% | 0.01% | -35.3% | |
| TIP | Buy | ISHARES TRtips bd etf | $27,000 | -6.9% | 241 | +2.6% | 0.01% | 0.0% |
| IXC | ISHARES TRglobal energ etf | $26,000 | -7.1% | 775 | 0.0% | 0.01% | 0.0% | |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $26,000 | +13.0% | 124 | +36.3% | 0.01% | +22.2% |
| JPST | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $26,000 | 0.0% | 519 | 0.0% | 0.01% | +10.0% | |
| WFC | WELLS FARGO CO NEW | $25,000 | -19.4% | 635 | 0.0% | 0.01% | -16.7% | |
| MBB | New | ISHARES TRmbs etf | $24,000 | – | 244 | +100.0% | 0.01% | – |
| TMUS | Buy | T-MOBILE US INC | $24,000 | +33.3% | 178 | +28.1% | 0.01% | +42.9% |
| SPLK | SPLUNK INC | $23,000 | -11.5% | 844 | 0.0% | 0.01% | 0.0% | |
| SHAG | Buy | WISDOMTREE TRyield enhanced | $24,000 | -4.0% | 514 | +0.4% | 0.01% | 0.0% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $25,000 | -16.7% | 560 | +0.7% | 0.01% | -16.7% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $24,000 | -14.3% | 179 | 0.0% | 0.01% | -9.1% | |
| ARKK | Buy | ARK ETF TRinnovation etf | $24,000 | -35.1% | 605 | +9.6% | 0.01% | -28.6% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $24,000 | -7.7% | 410 | +0.5% | 0.01% | 0.0% |
| COWN | COWEN INC CLASS Acl a new | $24,000 | -11.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
| OTIS | Buy | OREILLY AUTOMOTIVE INC | $23,000 | +91.7% | 36 | +100.0% | 0.01% | +100.0% |
| USO | UNITED STS OIL FD LPunits | $25,000 | +8.7% | 312 | 0.0% | 0.01% | +11.1% | |
| IWD | ISHARES TRrus 1000 val etf | $25,000 | -13.8% | 173 | 0.0% | 0.01% | -9.1% | |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $23,000 | +35.3% | 227 | +46.5% | 0.01% | +42.9% |
| EZM | Buy | WISDOMTREE TRus midcap fund | $24,000 | -14.3% | 522 | +0.4% | 0.01% | -9.1% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $23,000 | +4.5% | 210 | +100.0% | 0.01% | +25.0% |
| UNM | UNUM GROUP | $24,000 | -11.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $24,000 | -4.0% | 480 | 0.0% | 0.01% | 0.0% | |
| BIDU | Buy | BAIDU INCspon adr rep a | $25,000 | +108.3% | 167 | +92.0% | 0.01% | +100.0% |
| WMB | Buy | WILLIAMS COS INC | $24,000 | +20.0% | 785 | +34.2% | 0.01% | +25.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $24,000 | +60.0% | 310 | +63.2% | 0.01% | +66.7% |
| AMT | AMERICAN TOWER CORP NEW | $22,000 | 0.0% | 86 | 0.0% | 0.01% | +12.5% | |
| PHILLIPS EDISON & CO INC | $22,000 | 0.0% | 647 | 0.0% | 0.01% | +12.5% | ||
| CNC | Buy | CENTENE CORP DEL | $21,000 | +61.5% | 252 | +66.9% | 0.01% | +80.0% |
| PRFT | Buy | PERFICIENT INC | $22,000 | +57.1% | 236 | +91.9% | 0.01% | +80.0% |
| SYK | STRYKER CORPORATION | $22,000 | -26.7% | 111 | 0.0% | 0.01% | -25.0% | |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $22,000 | +69.2% | 48 | +100.0% | 0.01% | +80.0% |
| QUS | SPDR SER TRmsci usa strtgic | $21,000 | -12.5% | 196 | 0.0% | 0.01% | 0.0% | |
| GLTR | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $21,000 | -12.5% | 250 | 0.0% | 0.01% | 0.0% | |
| CCI | Buy | CROWN CASTLE INTL CO REIT | $22,000 | -8.3% | 130 | +0.8% | 0.01% | 0.0% |
| NUMG | NUVEEN ESG MID CAP GROWTH ETFnuveen esg midcp | $22,000 | -21.4% | 650 | 0.0% | 0.01% | -18.2% | |
| AN | Buy | AUTONATION INC | $21,000 | +110.0% | 184 | +82.2% | 0.01% | +125.0% |
| GOLF | ACUSHNET HOLDINGS CORP | $21,000 | +5.0% | 500 | 0.0% | 0.01% | +12.5% | |
| HYZD | WISDOMTREE TRhedged hi yld bd | $21,000 | -12.5% | 1,075 | 0.0% | 0.01% | 0.0% | |
| LIN | Sell | LINDE PLC | $19,000 | -20.8% | 66 | -13.2% | 0.01% | -11.1% |
| MMM | 3M CO | $20,000 | -13.0% | 157 | 0.0% | 0.01% | -11.1% | |
| REGN | Buy | REGENERON PHARMS INC | $19,000 | +72.7% | 32 | +100.0% | 0.01% | +100.0% |
| V | VISA INC | $20,000 | -9.1% | 101 | 0.0% | 0.01% | 0.0% | |
| SO | Sell | SOUTHERN CO | $20,000 | -60.0% | 180 | -62.4% | 0.01% | -57.9% |
| STWD | Buy | STARWOOD PPTY TR INC | $19,000 | +72.7% | 928 | +100.0% | 0.01% | +100.0% |
| APD | AIR PROD & CHEMICALS INC | $20,000 | -4.8% | 84 | 0.0% | 0.01% | 0.0% | |
| AZAL | New | AIM ETF PRODUCTS TRUSTus lrg cap buf10 | $20,000 | – | 750 | +100.0% | 0.01% | – |
| M | MACYS INC | $19,000 | -24.0% | 1,039 | 0.0% | 0.01% | -20.0% | |
| CVS | Sell | CVS HEALTH CORP | $19,000 | -24.0% | 209 | -14.3% | 0.01% | -20.0% |
| CRWD | CRISPR THERAPEUTICS AGcl a | $20,000 | 0.0% | 323 | 0.0% | 0.01% | 0.0% | |
| KBWY | Sell | KELLOGG COkbw prem yield | $20,000 | -13.0% | 326 | -31.5% | 0.01% | -11.1% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $19,000 | +111.1% | 80 | +100.0% | 0.01% | +166.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $20,000 | -31.0% | 283 | +14.1% | 0.01% | -27.3% |
| GILD | Sell | GILEAD SCIENCES INC | $20,000 | 0.0% | 317 | -3.6% | 0.01% | 0.0% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $20,000 | -81.7% | 66 | -79.0% | 0.01% | -81.0% |
| LUV | SOUTHWEST AIRLS CO | $19,000 | -9.5% | 1,391 | 0.0% | 0.01% | 0.0% | |
| URI | Buy | UNITED RENTALS INC | $20,000 | +25.0% | 83 | +88.6% | 0.01% | +33.3% |
| OZK | New | BANK OZK | $19,000 | – | 500 | +100.0% | 0.01% | – |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $19,000 | +5.6% | 487 | +21.4% | 0.01% | +14.3% |
| FIDU | Buy | FIDELITY MSCI INDUSTRIALS INDX ETFmsci indl index | $20,000 | -16.7% | 443 | +0.5% | 0.01% | -11.1% |
| CTXS | CITRIX SYS INC | $19,000 | -5.0% | 200 | 0.0% | 0.01% | 0.0% | |
| BKNG | Buy | BOOKING HOLDINGS INC | $17,000 | +21.4% | 10 | +66.7% | 0.01% | +40.0% |
| CAPE | BARCLAYS IPATH SHILLER CAPE ETNipth shilr cape | $16,000 | -15.8% | 860 | 0.0% | 0.01% | 0.0% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $18,000 | 0.0% | 231 | 0.0% | 0.01% | 0.0% | |
| GBIL | GOLDMAN SACHS ETF TRacces treasury | $17,000 | 0.0% | 174 | 0.0% | 0.01% | 0.0% | |
| PHM | PULTEGROUP INC | $16,000 | -5.9% | 400 | 0.0% | 0.01% | 0.0% | |
| CBRE | Buy | CBRE GROUP INCcl a | $17,000 | +54.5% | 232 | +100.0% | 0.01% | +75.0% |
| GLOB | GLOBANT SA F | $17,000 | -34.6% | 100 | 0.0% | 0.01% | -30.0% | |
| ADSK | Buy | AUTODESK INC | $18,000 | +1700.0% | 107 | +1683.3% | 0.01% | – |
| NVS | NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $18,000 | -5.3% | 213 | 0.0% | 0.01% | 0.0% | |
| VFC | Buy | V F CORP | $18,000 | -14.3% | 410 | +8.8% | 0.01% | -12.5% |
| ABC | AMERISOURCEBERGEN CORP | $17,000 | -10.5% | 122 | 0.0% | 0.01% | 0.0% | |
| NKE | NIKE INCcl b | $16,000 | -23.8% | 154 | 0.0% | 0.01% | -12.5% | |
| JNK | Buy | SPDR SER TRbloomberg brclys | $18,000 | +28.6% | 198 | +47.8% | 0.01% | +40.0% |
| URTH | Buy | ISHARES INCmsci world etf | $16,000 | +60.0% | 150 | +100.0% | 0.01% | +75.0% |
| FSK | Sell | FS KKR CAPITAL CORP | $17,000 | -19.0% | 893 | -1.2% | 0.01% | -12.5% |
| DDT | New | DILLARDS INCcl a | $16,000 | – | 600 | +100.0% | 0.01% | – |
| JPM | Sell | JPMORGAN CHASE & CO | $17,000 | -26.1% | 151 | -11.2% | 0.01% | -22.2% |
| VMW | Buy | VMWARE INC | $17,000 | +88.9% | 149 | +86.2% | 0.01% | +133.3% |
| WPC | W.P. CAREY INC. REIT | $17,000 | 0.0% | 205 | 0.0% | 0.01% | 0.0% | |
| SCHK | SCHWAB STRATEGIC TR1000 index etf | $17,000 | -15.0% | 462 | 0.0% | 0.01% | -12.5% | |
| CB | CHUBB LTD F | $16,000 | -5.9% | 80 | 0.0% | 0.01% | 0.0% | |
| FNDE | SCHWAB FUNDA EMG MKTS LARGE COM ETFschwb fdt emk lg | $18,000 | -10.0% | 698 | 0.0% | 0.01% | -12.5% | |
| LOW | LOWES COS INC | $18,000 | -14.3% | 103 | 0.0% | 0.01% | -12.5% | |
| SHW | SHERWIN WILLIAMS CO | $17,000 | -10.5% | 77 | 0.0% | 0.01% | 0.0% | |
| ECL | ECOLAB INC | $17,000 | -15.0% | 113 | 0.0% | 0.01% | -12.5% | |
| SBUX | Buy | STARBUCKS CORP | $16,000 | +14.3% | 215 | +43.3% | 0.01% | +40.0% |
| KMB | Buy | KEYSIGHT TECHNOLOGIES INC | $18,000 | +38.5% | 130 | +62.5% | 0.01% | +40.0% |
| IGBH | Sell | ISHARES U S ETF TRint rt hd long | $17,000 | -37.0% | 732 | -35.4% | 0.01% | -30.0% |
| EOG | Buy | EOG RES INC | $16,000 | +6.7% | 143 | +17.2% | 0.01% | +16.7% |
| IMCV | ISHARES TRmrgstr md cp val | $17,000 | -10.5% | 282 | 0.0% | 0.01% | 0.0% | |
| IR | Sell | ISHARES TR | $16,000 | -62.8% | 503 | -56.4% | 0.01% | -58.8% |
| PPG | PPG INDUSTRIES INC | $17,000 | -15.0% | 153 | 0.0% | 0.01% | -12.5% | |
| ATO | ATMOS ENERGY CORP | $14,000 | -6.7% | 129 | 0.0% | 0.01% | 0.0% | |
| FLOT | ISHARES TRfltg rate nt etf | $15,000 | -6.2% | 307 | 0.0% | 0.01% | 0.0% | |
| STAG | Buy | STAG INDL INC | $14,000 | -26.3% | 463 | +0.7% | 0.01% | -14.3% |
| IGHG | Sell | PROSHARES TRinvt int rt hg | $14,000 | -62.2% | 200 | -61.3% | 0.01% | -57.1% |
| JETS | JETBLUE AWYS CORP | $15,000 | -25.0% | 902 | 0.0% | 0.01% | -25.0% | |
| BAR | GRANITESHARES GOLD TR | $14,000 | -6.7% | 800 | 0.0% | 0.01% | 0.0% | |
| JKHY | HENRY JACK & ASSOC INC | $14,000 | -6.7% | 77 | 0.0% | 0.01% | 0.0% | |
| GSK | GROWGENERATION CORPsponsored adr | $15,000 | -16.7% | 804 | 0.0% | 0.01% | -14.3% | |
| EMLC | Buy | VANECK VECTORS ETF TRuranium nuclear | $15,000 | +114.3% | 598 | +147.1% | 0.01% | +100.0% |
| CMS | C M S ENERGY CORP | $14,000 | 0.0% | 202 | 0.0% | 0.01% | +20.0% | |
| ISCV | ISHARES TRmrning sm cp etf | $14,000 | -12.5% | 279 | 0.0% | 0.01% | 0.0% | |
| MPC | MARATHON PETE CORP | $14,000 | -6.7% | 175 | 0.0% | 0.01% | 0.0% | |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $14,000 | +27.3% | 118 | +25.5% | 0.01% | +50.0% |
| HTA | HEALTHCARE TR AMER INCcl a new | $14,000 | -12.5% | 500 | 0.0% | 0.01% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $14,000 | 0.0% | 136 | 0.0% | 0.01% | +20.0% | |
| TM | Buy | TOYOTA MOTOR CORP F SPONSORED ADR 1 ADR REPS 10 ORD SHSads | $14,000 | -6.7% | 92 | +13.6% | 0.01% | 0.0% |
| DOV | DOVER CORP | $14,000 | -22.2% | 118 | 0.0% | 0.01% | -14.3% | |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $14,000 | 0.0% | 488 | +0.2% | 0.01% | +20.0% |
| VV | VANGUARD INDEX FDSlarge cap etf | $14,000 | -17.6% | 81 | 0.0% | 0.01% | -14.3% | |
| ATNM | ACTINIUM PHARMACEUTICALS INC | $15,000 | 0.0% | 1,129 | 0.0% | 0.01% | 0.0% | |
| FDS | FACTSET RESH SYS INC | $11,000 | -15.4% | 29 | 0.0% | 0.01% | 0.0% | |
| ASGN | Buy | ASGN INC | $12,000 | +50.0% | 138 | +100.0% | 0.01% | +66.7% |
| ALB | Buy | AKAMAI TECHNOLOGIES INC | $12,000 | +50.0% | 130 | +100.0% | 0.01% | +66.7% |
| ALXN | ALBEMARLE CORP | $13,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% | |
| AWK | AMERICAN WATER WORKS | $11,000 | -8.3% | 73 | 0.0% | 0.01% | 0.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $11,000 | -8.3% | 53 | 0.0% | 0.01% | 0.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $11,000 | 0.0% | 145 | 0.0% | 0.01% | +25.0% | |
| BRO | BROWN & BROWN INC | $12,000 | -20.0% | 213 | 0.0% | 0.01% | -16.7% | |
| BFB | BROWN FORMAN CORP CLASS Bcl b | $11,000 | 0.0% | 161 | 0.0% | 0.01% | +25.0% | |
| BC | Buy | BRUNSWICK CORP | $13,000 | +62.5% | 200 | +100.0% | 0.01% | +66.7% |
| LNG | CHENIERE ENERGY INC | $13,000 | -7.1% | 100 | 0.0% | 0.01% | 0.0% | |
| CHD | CHURCH & DWIGHT CO | $11,000 | -8.3% | 123 | 0.0% | 0.01% | 0.0% | |
| CL | COLGATE-PALMOLIVE CO | $12,000 | +9.1% | 147 | 0.0% | 0.01% | +25.0% | |
| CBSH | COMMERCE BANCSHARES | $13,000 | -7.1% | 198 | 0.0% | 0.01% | 0.0% | |
| GLW | Buy | CORNING INC | $13,000 | -13.3% | 415 | +0.7% | 0.01% | -16.7% |
| DAL | DELTA AIR LINES INC DEL | $12,000 | -29.4% | 419 | 0.0% | 0.01% | -28.6% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $12,000 | -58.6% | 111 | -57.5% | 0.01% | -54.5% |
| ES | EVERSOURCE ENERGY | $12,000 | -7.7% | 146 | 0.0% | 0.01% | 0.0% | |
| AFL | AFLAC INC | $13,000 | -18.8% | 243 | 0.0% | 0.01% | -16.7% | |
| PFFD | Sell | GLOBAL X FDSus pfd etf | $12,000 | -94.0% | 572 | -93.2% | 0.01% | -93.5% |
| PSP | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $12,000 | -25.0% | 1,225 | 0.0% | 0.01% | -16.7% | |
| SPHB | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $11,000 | -21.4% | 184 | 0.0% | 0.01% | 0.0% | |
| IGIB | Buy | ISHARES TR | $12,000 | +200.0% | 234 | +200.0% | 0.01% | +150.0% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $13,000 | -51.9% | 258 | -53.0% | 0.01% | -50.0% |
| DIVB | ISHARES US DIVIDEND AND BUYBACK ETFus divid bybck | $13,000 | -7.1% | 346 | 0.0% | 0.01% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $12,000 | 0.0% | 48 | 0.0% | 0.01% | 0.0% | |
| QRVO | Buy | QORVO INC | $12,000 | +50.0% | 128 | +100.0% | 0.01% | +66.7% |
| PSK | Sell | SPDR SER TRwells fg pfd etf | $13,000 | -38.1% | 368 | -32.5% | 0.01% | -37.5% |
| SLB | SCHLUMBERGER LTD | $11,000 | -15.4% | 303 | 0.0% | 0.01% | 0.0% | |
| SCHI | SCHWAB 5 10 YEAR CORP BOND ETF5 10yr corp bd | $12,000 | -7.7% | 270 | 0.0% | 0.01% | 0.0% | |
| FNDC | SCHWAB FUNDAMENTAL INTL SMAL COM ETFschwb fdt int sc | $12,000 | -14.3% | 392 | 0.0% | 0.01% | 0.0% | |
| SHOP | Buy | SHOPIFY INCcl a | $12,000 | -45.5% | 370 | +1056.2% | 0.01% | -37.5% |
| SJM | J M SMUCKER CO | $11,000 | -8.3% | 88 | 0.0% | 0.01% | 0.0% | |
| TWTR | Buy | TWITTER INC | $12,000 | +140.0% | 328 | +156.2% | 0.01% | +150.0% |
| HYEM | Sell | VANECK VECTORS ETF TRemerging mkts hi | $12,000 | -33.3% | 650 | -27.8% | 0.01% | -28.6% |
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $13,000 | -13.3% | 225 | 0.0% | 0.01% | -16.7% | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $12,000 | +71.4% | 68 | +106.1% | 0.01% | +66.7% |
| WAB | WABTEC | $12,000 | -14.3% | 142 | 0.0% | 0.01% | 0.0% | |
| XEL | XCEL ENERGY INC | $13,000 | -7.1% | 190 | 0.0% | 0.01% | 0.0% | |
| MDT | Sell | MEDTRONIC PLC | $12,000 | -25.0% | 137 | -5.5% | 0.01% | -16.7% |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $9,000 | -10.0% | 32 | 0.0% | 0.00% | 0.0% | |
| DEA | EASTERLY GOVT PPTYS REIT | $9,000 | -10.0% | 450 | 0.0% | 0.00% | 0.0% | |
| BNS | BANK NOVA SCOTIA F | $9,000 | -10.0% | 146 | 0.0% | 0.00% | 0.0% | |
| EVH | EVOLENT HEALTH INC CLASS Acl a | $9,000 | -10.0% | 300 | 0.0% | 0.00% | 0.0% | |
| QQQX | NUVEEN NASDAQ 100 DYNAMI | $9,000 | -25.0% | 415 | 0.0% | 0.00% | -20.0% | |
| TXN | TEXAS INSTRS INC | $10,000 | -16.7% | 64 | 0.0% | 0.00% | -20.0% | |
| BANK MONTREAL QUE F | $9,000 | -18.2% | 95 | 0.0% | 0.00% | 0.0% | ||
| RY | ROYAL BANK OF CANADA F | $10,000 | -9.1% | 100 | 0.0% | 0.00% | 0.0% | |
| ILTB | ILLUMINA INCcore lt usdb etf | $10,000 | -50.0% | 56 | 0.0% | 0.00% | -50.0% | |
| DBA | New | INVESCO DB MULTI-SECTOR COMMagriculture fd | $10,000 | – | 500 | +100.0% | 0.00% | – |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $9,000 | 0.0% | 108 | +13.7% | 0.00% | +33.3% |
| RFI | COHEN STEERS TOTAL RETUR | $9,000 | -10.0% | 650 | 0.0% | 0.00% | 0.0% | |
| AOR | Sell | ISHARES TRgrwt allocat etf | $10,000 | -68.8% | 200 | -66.1% | 0.00% | -66.7% |
| JEPI | Buy | J P MORGAN EXCHANGE-TRADED Fequity premium | $9,000 | +80.0% | 170 | +100.0% | 0.00% | +100.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $10,000 | 0.0% | 106 | +1.0% | 0.00% | 0.0% |
| TD | TORONTO DOMINION BANK F | $9,000 | -18.2% | 140 | 0.0% | 0.00% | 0.0% | |
| LAC | LITHIUM AMERS CORP NEW | $9,000 | -47.1% | 450 | 0.0% | 0.00% | -42.9% | |
| YETI | Buy | YETI HLDGS INC | $10,000 | +42.9% | 242 | +103.4% | 0.00% | +33.3% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $10,000 | +66.7% | 8 | +100.0% | 0.00% | +100.0% |
| UTF | COHEN AND STEERS INFRAST | $9,000 | -18.2% | 370 | 0.0% | 0.00% | 0.0% | |
| STOR | Buy | STORE CAP CORP | $9,000 | 0.0% | 329 | +5.4% | 0.00% | +33.3% |
| ACN | ACCENTURE PLC IRELAND | $9,000 | -18.2% | 33 | 0.0% | 0.00% | 0.0% | |
| BAMR | Sell | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $9,000 | -25.0% | 195 | -5.3% | 0.00% | -20.0% |
| GNRC | Buy | GENERAC HLDGS INC | $10,000 | +25.0% | 49 | +81.5% | 0.00% | +33.3% |
| UAL | Buy | UNITED AIRLS HLDGS INC | $10,000 | -16.7% | 284 | +12.7% | 0.00% | -20.0% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $10,000 | -9.1% | 73 | 0.0% | 0.00% | 0.0% | |
| Buy | GXO LOGISTICS INCORPORATED | $9,000 | +28.6% | 210 | +100.0% | 0.00% | +33.3% | |
| ICE | INTERCONTINENTAL EXC | $10,000 | -23.1% | 102 | 0.0% | 0.00% | -20.0% | |
| SRET | Buy | GLOBAL X FDSreit etf | $10,000 | -9.1% | 1,218 | +1.8% | 0.00% | 0.0% |
| UTG | REAVES UTILITY INCOME | $10,000 | -9.1% | 310 | 0.0% | 0.00% | 0.0% | |
| BLK | BLACKROCK INC | $9,000 | -18.2% | 15 | 0.0% | 0.00% | 0.0% | |
| Sell | ORION OFFICE REIT INC | $10,000 | -37.5% | 942 | -17.8% | 0.00% | -33.3% | |
| KYNDRYL HLDGS INC | $10,000 | -23.1% | 978 | 0.0% | 0.00% | -20.0% | ||
| CLX | CLOROX CO DEL | $10,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| SPGI | S&P GLOBAL INC | $10,000 | -23.1% | 31 | 0.0% | 0.00% | -20.0% | |
| ARCC | ARES CAPITAL CORP | $8,000 | -20.0% | 461 | 0.0% | 0.00% | -25.0% | |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $7,000 | -85.4% | 231 | -84.4% | 0.00% | -84.2% |
| GMRE | GLOBAL MEDICAL R E I T I | $7,000 | -22.2% | 580 | 0.0% | 0.00% | 0.0% | |
| QEFA | Buy | SPDR INDEX SHS FDSmsci eafe strtgc | $7,000 | -12.5% | 108 | +1.9% | 0.00% | 0.0% |
| RNP | COHEN STEERS REIT PREFER | $8,000 | -20.0% | 365 | 0.0% | 0.00% | -25.0% | |
| GM | GENERAL MTRS CO | $7,000 | -22.2% | 209 | 0.0% | 0.00% | 0.0% | |
| SPIB | SPDR SER TRportfolio intrmd | $8,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% | |
| AAP | ADVANCE AUTO PARTS INC | $7,000 | -22.2% | 43 | 0.0% | 0.00% | 0.0% | |
| SVM | SILVERCORP METALS INC | $7,000 | -36.4% | 3,000 | 0.0% | 0.00% | -25.0% | |
| DVN | Buy | DEVON ENERGY CORP | $8,000 | +700.0% | 145 | +1350.0% | 0.00% | – |
| DD | Sell | DUPONT DE NEMOURS INC | $7,000 | -36.4% | 119 | -16.8% | 0.00% | -25.0% |
| FKU | Buy | FIRST TR EXCH TRD ALPHDX FDunit king alph | $7,000 | +75.0% | 206 | +100.0% | 0.00% | +50.0% |
| EXC | Sell | EXELON CORP | $7,000 | -41.7% | 165 | -33.5% | 0.00% | -40.0% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $8,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% | |
| HZO | Buy | MARINEMAX INC | $7,000 | +75.0% | 198 | +100.0% | 0.00% | +50.0% |
| EWC | Buy | ISHARES INCmsci cda etf | $8,000 | +14.3% | 225 | +23.0% | 0.00% | 0.0% |
| AXP | AMERICAN EXPRESS CO | $7,000 | -22.2% | 50 | 0.0% | 0.00% | 0.0% | |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $7,000 | +75.0% | 24 | +50.0% | 0.00% | +50.0% |
| IYW | ISHARES TRu.s. tech etf | $7,000 | -22.2% | 84 | 0.0% | 0.00% | 0.0% | |
| IWV | New | ISHARES TRrussell 3000 etf | $8,000 | – | 38 | +100.0% | 0.00% | – |
| ACB | Buy | AURORA CANNABIS INC | $8,000 | -38.5% | 587 | +2.8% | 0.00% | -40.0% |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $8,000 | 0.0% | 391 | 0.0% | 0.00% | 0.0% | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $7,000 | -22.2% | 50 | 0.0% | 0.00% | 0.0% | |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $8,000 | 0.0% | 276 | +2.2% | 0.00% | 0.0% |
| WRB | BERKLEY W R CORP | $7,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $8,000 | -11.1% | 179 | 0.0% | 0.00% | 0.0% | |
| HRB | Buy | BLOCK H & R INC | $8,000 | +60.0% | 212 | +1.0% | 0.00% | +50.0% |
| BIV | VANGUARD BD INDEX FDSintermed term | $8,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% | |
| MORT | VANECK MORTGAGE REIT INCOME ETFmortgage reit | $7,000 | -22.2% | 520 | 0.0% | 0.00% | 0.0% | |
| LUMN | Buy | LULULEMON ATHLETICA INC | $7,000 | +40.0% | 25 | +66.7% | 0.00% | +50.0% |
| HYS | PIMCO ETF TR0-5 high yield | $8,000 | -11.1% | 91 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC | $7,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% | |
| UNP | UNION PAC CORP | $7,000 | -22.2% | 33 | 0.0% | 0.00% | 0.0% | |
| TROW | T ROWE PRICE GROUP | $8,000 | -27.3% | 70 | 0.0% | 0.00% | -25.0% | |
| UMH | UMH PROPERTIES INC. REIT | $7,000 | -30.0% | 400 | 0.0% | 0.00% | -25.0% | |
| XHR | XENIA HOTELS & RESORTS I REIT | $7,000 | -22.2% | 488 | 0.0% | 0.00% | 0.0% | |
| RQI | COHEN STEERS QUAL INCOME | $8,000 | -20.0% | 580 | 0.0% | 0.00% | -25.0% | |
| REZI | RESIDEO TECHNOLOGIES INC | $7,000 | -22.2% | 378 | 0.0% | 0.00% | 0.0% | |
| ITA | ISHARES TRus aer def etf | $6,000 | -14.3% | 59 | 0.0% | 0.00% | -33.3% | |
| EFA | ISHARES TRmsci eafe etf | $4,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| RIVIAN AUTOMOTIVE INC CLASS A | $6,000 | -53.8% | 250 | 0.0% | 0.00% | -60.0% | ||
| VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| IGV | ISHARES TRexpanded tech | $4,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| KSTR | KRANESHARES TRsse star mrkt 50 | $5,000 | -16.7% | 300 | 0.0% | 0.00% | 0.0% | |
| FICO | Buy | FAIR ISAAC CORP | $4,000 | +100.0% | 10 | +100.0% | 0.00% | +100.0% |
| IUSG | ISHARES TRcore s&p us gwt | $4,000 | -20.0% | 45 | 0.0% | 0.00% | 0.0% | |
| PSCT | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $5,000 | -16.7% | 46 | 0.0% | 0.00% | 0.0% | |
| EA | Buy | ELECTRONIC ARTS INC | $4,000 | +33.3% | 31 | +14.8% | 0.00% | +100.0% |
| DY | DYCOM INDS INC | $5,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| GS | New | GOLDMAN SACHS GROUP INC | $4,000 | – | 14 | +100.0% | 0.00% | – |
| OCSL | Buy | OAKTREE SPECIALTY LENDIN | $4,000 | +100.0% | 662 | +100.0% | 0.00% | +100.0% |
| WRK | New | WESTROCK CO | $4,000 | – | 100 | +100.0% | 0.00% | – |
| SCHC | SCHWAB INTERNATNAL SMALL CAP EQY ETFintl sceqt etf | $5,000 | -28.6% | 176 | 0.0% | 0.00% | -33.3% | |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A | $4,000 | +33.3% | 46 | +100.0% | 0.00% | +100.0% |
| GD | GENERAL DYNAMICS CORP | $4,000 | -20.0% | 19 | 0.0% | 0.00% | 0.0% | |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $4,000 | – | 28 | +100.0% | 0.00% | – |
| WES | New | WESTERN MIDSTREAM PARTNERS L | $5,000 | – | 200 | +100.0% | 0.00% | – |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $4,000 | -20.0% | 49 | 0.0% | 0.00% | 0.0% | |
| GLDM | WORLD GOLD TRspdr gld minis | $6,000 | -14.3% | 169 | 0.0% | 0.00% | -33.3% | |
| SCCO | SOUTHERN COPPER CORP | $5,000 | -37.5% | 100 | 0.0% | 0.00% | -33.3% | |
| GLPI | Buy | GAMING & LEISURE PPTYS INC | $6,000 | 0.0% | 130 | +1.6% | 0.00% | 0.0% |
| IGR | Buy | CBRE GLOBAL REAL ESTATE | $4,000 | +100.0% | 540 | +100.0% | 0.00% | +100.0% |
| JHMM | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $5,000 | -16.7% | 106 | 0.0% | 0.00% | 0.0% | |
| IMTM | New | ISHARES TRmsci intl moment | $6,000 | – | 210 | +100.0% | 0.00% | – |
| MGV | VANGUARD WORLD FDmega cap val etf | $6,000 | -14.3% | 62 | 0.0% | 0.00% | -33.3% | |
| LEA | LIBERTY GLOBAL PLC | $4,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| PANW | Buy | PALO ALTO NETWORKS INC | $5,000 | +25.0% | 11 | +83.3% | 0.00% | 0.0% |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $6,000 | – | 32 | +100.0% | 0.00% | – |
| PEN | PENUMBRA INC | $5,000 | -44.4% | 40 | 0.0% | 0.00% | -33.3% | |
| GNL | Sell | GLOBAL NET LEASE INC | $6,000 | -92.0% | 413 | -91.3% | 0.00% | -93.1% |
| GPN | Buy | GLOBAL PAYMENTS INC | $5,000 | 0.0% | 46 | +39.4% | 0.00% | 0.0% |
| X | Sell | UNITED STATES STL CORP NEW | $4,000 | -82.6% | 200 | -66.7% | 0.00% | -77.8% |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $4,000 | +33.3% | 53 | +65.6% | 0.00% | +100.0% |
| APTV | APTIV PLC | $5,000 | -16.7% | 53 | 0.0% | 0.00% | 0.0% | |
| HRI | Buy | HERC HLDGS INC | $4,000 | 0.0% | 46 | +100.0% | 0.00% | 0.0% |
| UPS | UNITED PARCEL SERVICE INCcl b | $5,000 | -16.7% | 27 | 0.0% | 0.00% | 0.0% | |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $4,000 | +100.0% | 54 | +100.0% | 0.00% | +100.0% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $4,000 | -20.0% | 126 | +1.6% | 0.00% | 0.0% |
| CTVA | Sell | CORTEVA INC | $6,000 | -25.0% | 119 | -16.8% | 0.00% | -33.3% |
| INDO | INDONESIA ENERGY CORP F | $4,000 | -66.7% | 550 | 0.0% | 0.00% | -60.0% | |
| PLUG | PLUG POWER INC | $5,000 | -44.4% | 330 | 0.0% | 0.00% | -33.3% | |
| ARKF | ARK ETF TRfintech innova | $6,000 | -45.5% | 371 | 0.0% | 0.00% | -50.0% | |
| OEF | New | ISHARES TRs&p 100 etf | $4,000 | – | 22 | +100.0% | 0.00% | – |
| IGLB | New | ISHARES TR10+ yr invst grd | $6,000 | – | 106 | +100.0% | 0.00% | – |
| AMX | AMERICA MOVIL SAB DE CV | $5,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% | |
| EEMV | EDITAS MEDICINE INCmsci emerg mrkt | $4,000 | -33.3% | 325 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $5,000 | -16.7% | 351 | 0.0% | 0.00% | 0.0% | |
| PRPO | PRECIPIO INC | $6,000 | -25.0% | 6,000 | 0.0% | 0.00% | -33.3% | |
| ITAN | Buy | SPARKLINE INTANGIBLE VALUE ETFsparkline intang | $6,000 | +500.0% | 284 | +416.4% | 0.00% | – |
| EEMA | New | ISHARES INCmsci em asia etf | $5,000 | – | 70 | +100.0% | 0.00% | – |
| USHY | Buy | ISHARES TRbroad usd high | $6,000 | +200.0% | 176 | +193.3% | 0.00% | +100.0% |
| SPXC | SPX CORP | $6,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% | |
| MPWR | MONOLITHIC POWER SYS | $4,000 | -20.0% | 10 | 0.0% | 0.00% | 0.0% | |
| NIO | Sell | NIO INCspon ads | $5,000 | -37.5% | 238 | -38.7% | 0.00% | -33.3% |
| ULTA | Buy | ULTA BEAUTY INC | $6,000 | +50.0% | 16 | +45.5% | 0.00% | 0.0% |
| XME | SPDR SER TRs&p metals mng | $4,000 | -20.0% | 85 | 0.0% | 0.00% | 0.0% | |
| EMHY | ISHARES INCjp mrgn em hi bd | $4,000 | -20.0% | 120 | 0.0% | 0.00% | 0.0% | |
| IAGG | ISHARES TRcore intl aggr | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $5,000 | -16.7% | 874 | 0.0% | 0.00% | 0.0% | |
| ABR | New | ARBOR REALTY TRUST INC | $4,000 | – | 300 | +100.0% | 0.00% | – |
| GTE | GRAN TIERRA ENERGY | $5,000 | -16.7% | 4,000 | 0.0% | 0.00% | 0.0% | |
| KSS | KOHLS CORP | $6,000 | -45.5% | 180 | 0.0% | 0.00% | -50.0% | |
| MTZ | MASTEC INC | $5,000 | -28.6% | 75 | 0.0% | 0.00% | -33.3% | |
| KRE | Sell | SPDR SER TRs&p regl bkg | $6,000 | -25.0% | 103 | -11.2% | 0.00% | -33.3% |
| ISTB | ISHARES TRcore 1 5 yr usd | $4,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
| AVY | AVERY DENNISON CORP | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| JBL | JABIL INC | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| KMPH | KEMPHARM INC | $2,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| IYF | ISHARES TRu.s. finls etf | $2,000 | -33.3% | 32 | 0.0% | 0.00% | 0.0% | |
| IYZ | ISHARES US TELECOM ETF | $2,000 | -33.3% | 90 | 0.0% | 0.00% | 0.0% | |
| IUSV | ISHARES TRcore s&p us vlu | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| LUCID GROUP INC | $2,000 | -33.3% | 110 | 0.0% | 0.00% | 0.0% | ||
| MRO | New | MARATHON OIL CORP | $2,000 | – | 100 | +100.0% | 0.00% | – |
| IYT | ISHARES TRtrans avg etf | $3,000 | -25.0% | 15 | 0.0% | 0.00% | -50.0% | |
| THD | ISHARES INCmsci thailnd etf | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| MSTR | MICROSTRATEGY INCcl a new | $2,000 | -60.0% | 10 | 0.0% | 0.00% | -50.0% | |
| EWZ | ISHARES INCmsci brazil etf | $3,000 | -25.0% | 108 | 0.0% | 0.00% | -50.0% | |
| NEO | NEOGENOMICS INC | $3,000 | -25.0% | 320 | 0.0% | 0.00% | -50.0% | |
| EWA | ISHARES INCmsci aust etf | $3,000 | -25.0% | 151 | 0.0% | 0.00% | -50.0% | |
| NEM | NEWMONT CORP | $2,000 | -33.3% | 32 | 0.0% | 0.00% | 0.0% | |
| IOVA | Sell | IOVANCE BIOTHERAPEUTICS INC | $3,000 | -95.8% | 250 | -94.3% | 0.00% | -96.4% |
| NI | NISOURCE INC | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| PSCC | INVESCO EXCH TRADED FD TR IIs&p smlcp stap | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| NZF | New | NUVEEN MUNICIPAL CREDIT INC | $2,000 | – | 137 | +100.0% | 0.00% | – |
| ON | ON SEMICONDUCTOR CORP | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $2,000 | 0.0% | 9 | +80.0% | 0.00% | 0.0% |
| INSG | INSEEGO CORP | $2,000 | -50.0% | 1,000 | 0.0% | 0.00% | -50.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $2,000 | -33.3% | 240 | 0.0% | 0.00% | 0.0% | |
| HRZN | Buy | HORIZON TECH FIN | $3,000 | +50.0% | 262 | +100.0% | 0.00% | 0.0% |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,000 | 0.0% | 144 | 0.0% | 0.00% | 0.0% | |
| PXD | New | PIONEER NAT RES CO | $2,000 | – | 10 | +100.0% | 0.00% | – |
| PLD | PROLOGIS INC. | $2,000 | -33.3% | 17 | 0.0% | 0.00% | 0.0% | |
| GBDC | Buy | GOLUB CAPITAL BDC INC | $3,000 | +50.0% | 242 | +100.0% | 0.00% | 0.0% |
| RH | Buy | RH | $2,000 | 0.0% | 10 | +100.0% | 0.00% | 0.0% |
| RMBS | RAMBUS INC DEL | $3,000 | -40.0% | 155 | 0.0% | 0.00% | -50.0% | |
| RJF | RAYMOND JAMES FINL INC | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| PAVE | GLOBAL X FDSus infr dev etf | $2,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| Buy | ROCKET LABORATORY USA IN | $2,000 | 0.0% | 500 | +66.7% | 0.00% | 0.0% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $2,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| ARGT | GLOBAL X FDSgb msci ar etf | $2,000 | -33.3% | 89 | 0.0% | 0.00% | 0.0% | |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $2,000 | -33.3% | 82 | 0.0% | 0.00% | 0.0% | |
| EBND | SPDR BLOOMBG EMG MRKT LCL BND ETFbloomberg emergi | $3,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
| SPYG | SPDR SER TRprtflo s&p500 gw | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| SPYV | SPDR SER TRprtflo s&p500 vl | $3,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
| FISV | Buy | FISERV INC | $3,000 | +50.0% | 38 | +100.0% | 0.00% | 0.0% |
| EVRG | EVERGY INC | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| EPAM | Buy | EPAM SYSTEMS INC | $2,000 | +100.0% | 6 | +100.0% | 0.00% | – |
| EW | Buy | EDWARDS LIFESCIENCES | $2,000 | +100.0% | 24 | +100.0% | 0.00% | – |
| D | DOMINION ENERGY INC | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| DIGITAL WORLD ACQUISITIO CLASS A | $2,000 | -66.7% | 100 | 0.0% | 0.00% | -50.0% | ||
| FANG | New | DIAMONDBACK ENERGY INC | $2,000 | – | 20 | +100.0% | 0.00% | – |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| XLC | New | SELECT SECTOR SPDR TR | $2,000 | – | 38 | +100.0% | 0.00% | – |
| DAR | Buy | DARLING INGREDIENTS INC | $3,000 | +50.0% | 58 | +100.0% | 0.00% | 0.0% |
| SIRI | SIRIUS XM HOLDINGS INC | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| SWKS | New | SKYWORKS SOLUTIONS INC | $2,000 | – | 21 | +100.0% | 0.00% | – |
| DNP | DNP SELECT INCOME FD INC | $2,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $3,000 | -25.0% | 194 | 0.0% | 0.00% | -50.0% | |
| SQ | Sell | SQUARE INCcl a | $2,000 | -87.5% | 32 | -72.4% | 0.00% | -83.3% |
| CONSTELLATION ENERGY COR | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | ||
| COIN | Buy | COINBASE GLOBAL INC | $2,000 | -66.7% | 33 | +13.8% | 0.00% | -50.0% |
| RGR | Buy | STURM RUGER & CO INC | $3,000 | +50.0% | 54 | +100.0% | 0.00% | 0.0% |
| SYY | SYSCO CORP | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $2,000 | +100.0% | 18 | +100.0% | 0.00% | – |
| TER | Buy | TERADYNE INCORPORATE | $2,000 | 0.0% | 26 | +100.0% | 0.00% | 0.0% |
| CLF | Sell | CLEVELAND-CLIFFS INC | $3,000 | -81.2% | 200 | -60.0% | 0.00% | -83.3% |
| IIVI | II-VI INC | $3,000 | -25.0% | 50 | 0.0% | 0.00% | -50.0% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $3,000 | -50.0% | 313 | 0.0% | 0.00% | -50.0% | |
| CNQ | CANADIAN NAT RES LTD | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| TOKE | CAMBRIA ETF TRcannabis etf | $3,000 | -40.0% | 430 | 0.0% | 0.00% | -50.0% | |
| BLV | VANGUARD BD INDEX FDSlong term bond | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORP NEW | $3,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| VTWO | Buy | VANGUARD RUSSELL 2000 ETFvng rus2000idx | $2,000 | +100.0% | 26 | +100.0% | 0.00% | – |
| BW | Sell | BABCOCK & WILCOX ENTERPRISES | $2,000 | -99.7% | 71 | -99.7% | 0.00% | -99.6% |
| AGR | AVANGRID INC | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| New | ATHERSYS INC NEW | $3,000 | – | 10,000 | +100.0% | 0.00% | – | |
| ASTR | Buy | ASTRA SPACE INC | $2,000 | 0.0% | 1,600 | +166.7% | 0.00% | 0.0% |
| Buy | APOLLO GLOBAL MANAGEMENT | $3,000 | +50.0% | 62 | +100.0% | 0.00% | 0.0% | |
| AL | AIR LEASE CORPcl a | $3,000 | -25.0% | 47 | 0.0% | 0.00% | -50.0% | |
| A | AGILENT TECHNOLOGIES | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| WHR | WHIRLPOOL CORP | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| YOLO | ADVISORSHARES TRpure cannabis | $2,000 | -50.0% | 360 | 0.0% | 0.00% | -50.0% | |
| EPI | WISDOMTREE TRindia erngs fd | $2,000 | -33.3% | 75 | 0.0% | 0.00% | 0.0% | |
| ACAD | ARBUTUS BIOPHARMA CORP | $2,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $3,000 | -98.6% | 74 | -98.4% | 0.00% | -98.8% |
| ARKG | ARK ETF TRgenomic rev etf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| WDAY | Buy | WORKDAY INC CLASS Acl a | $2,000 | +100.0% | 11 | +83.3% | 0.00% | – |
| ACGL | Buy | ARCH CAP GROUP LTD Ford | $2,000 | +100.0% | 46 | +100.0% | 0.00% | – |
| Buy | GLOBALFOUNDRIES INC Fordinary shares | $3,000 | +50.0% | 80 | +100.0% | 0.00% | 0.0% | |
| AMC | Buy | AMC ENTMT HLDGS INC | $3,000 | +50.0% | 200 | +100.0% | 0.00% | 0.0% |
| ENZL | ISHARES TRnew zealand etf | $2,000 | -33.3% | 52 | 0.0% | 0.00% | 0.0% | |
| ICSH | AMPLIFY ETF TRblackrock ultra | $3,000 | -40.0% | 75 | 0.0% | 0.00% | -50.0% | |
| Buy | CORE & MAIN INC CLASS Acl a | $0 | – | 16 | +100.0% | 0.00% | – | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $0 | – | 19 | 0.0% | 0.00% | – | |
| CONTEXT THERAPEUTICS INC | $0 | – | 155 | 0.0% | 0.00% | – | ||
| SWK | STANLEY BLACK & DECKER INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| LBRDA | LIBERTY BROADBAND CO CLASS A | $0 | – | 1 | 0.0% | 0.00% | – | |
| PENTAIR PLC F | $0 | – | 5 | 0.0% | 0.00% | – | ||
| STEM | STEM INC | $1,000 | -50.0% | 162 | 0.0% | 0.00% | -100.0% | |
| SPTL | SPDR SER TRportfolio ln tsr | $0 | – | 3 | 0.0% | 0.00% | – | |
| STRAN & CO INC | $0 | – | 280 | 0.0% | 0.00% | – | ||
| RWR | SPDR SER TRdj reit etf | $1,000 | -50.0% | 14 | 0.0% | 0.00% | -100.0% | |
| SHAK | Buy | SHAKE SHACK CLASS Acl a | $1,000 | – | 14 | +133.3% | 0.00% | – |
| AMJ | JPMORGAN CHASE & COalerian ml etn | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| FCX | FREEPORT-MCMORAN INCcl b | $0 | -100.0% | 11 | 0.0% | 0.00% | – | |
| SI | Buy | SILVERGATE CAP CORPcl a | $0 | – | 2 | +100.0% | 0.00% | – |
| MANU | MANCHESTER UTD PLC F CLASS Aord cl a | $0 | – | 10 | 0.0% | 0.00% | – | |
| SITM | Buy | SITIME CORP | $0 | – | 2 | +100.0% | 0.00% | – |
| SNN | SMITH & NEPHEW PLCspdn adr new | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| Exit | CYNGN INC | $0 | – | -200 | -100.0% | 0.00% | – | |
| SNAP | SNAP INCcl a | $1,000 | -66.7% | 88 | 0.0% | 0.00% | -100.0% | |
| DXC | DXC TECHNOLOGY CO | $0 | – | 12 | 0.0% | 0.00% | – | |
| GTBP | GT BIOPHARMA INC | $0 | – | 44 | 0.0% | 0.00% | – | |
| METX | Sell | METEN HOLDING GROUP LT F | $0 | – | 67 | -96.6% | 0.00% | – |
| HAUZ | XTRACKERS INTER REAL EST ETFxtrack intl real | $0 | – | 12 | 0.0% | 0.00% | – | |
| CONE | CO-DIAGNOSTICS INC | $0 | – | 35 | 0.0% | 0.00% | – | |
| CMI | CUMMINS INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| IT | Buy | GARTNER INC | $1,000 | 0.0% | 4 | +100.0% | 0.00% | – |
| LBRDK | LIBERTY BROADBAND CO CLASS C | $0 | – | 1 | 0.0% | 0.00% | – | |
| AMCX | AMC NETWORKS INC CL CLASS Acl a | $0 | – | 4 | 0.0% | 0.00% | – | |
| SMFG | SUMITOMO MITSUI FINL GROUP Isponsored adr | $1,000 | 0.0% | 210 | 0.0% | 0.00% | – | |
| SPWR | Sell | SUNPOWER CORP | $0 | -100.0% | 9 | -89.3% | 0.00% | -100.0% |
| TEL | TE CONNECTIVITY LTD | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| TJX | TJX COS INC NEW | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| Sell | SHELL PLC F UNSPONSORED ADR 1 ADR REPS 2 ORD SHSspon ads | $1,000 | -90.9% | 19 | -90.4% | 0.00% | -100.0% | |
| RBLX | Buy | ROBLOX CORPcl a | $1,000 | 0.0% | 27 | +3.8% | 0.00% | – |
| AGNC | A G N C INVESTMENT CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| RFP | RESOLUTE FST PRODS INC | $1,000 | 0.0% | 84 | 0.0% | 0.00% | – | |
| TTM | TATA MTRS LTDsponsored adr | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| TXG | 10X GENOMICS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| LIT | Buy | GLOBAL X LITHIUM BATTERY TECH ETFlithium btry etf | $0 | – | 6 | +100.0% | 0.00% | – |
| RLGY | Buy | ANYWHERE REAL ESTATE INC | $0 | – | 12 | +100.0% | 0.00% | – |
| TMO | THERMO FISHER SCNTFC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| AER | AERCAP HOLDINGS NV | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| TLRY | TILRAY INC | $0 | -100.0% | 135 | 0.0% | 0.00% | – | |
| GDDY | Buy | GODADDY INCcl a | $0 | – | 6 | +100.0% | 0.00% | – |
| TTE | TOTALENERGIES SEsponsored ads | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| CFG | Sell | CITIZENS FINL GROUP INC | $1,000 | -75.0% | 22 | -77.3% | 0.00% | -100.0% |
| ME | 23ANDME HOLDING CO F CLASS A | $1,000 | -50.0% | 500 | 0.0% | 0.00% | -100.0% | |
| ASML | ASML HOLDING N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | -100.0% | 1 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INCcl a | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| PRU | PRUDENTIAL FINL INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| UBER | Buy | UBER TECHNOLOGIES INC | $1,000 | 0.0% | 31 | +40.9% | 0.00% | – |
| PATH | Buy | UIPATH INCcl a | $0 | – | 7 | +40.0% | 0.00% | – |
| GH | GUARDANT HEALTH INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| Buy | PORTILLOS INC | $0 | – | 26 | +271.4% | 0.00% | – | |
| HSBC | HSBC HLDGS PLCspon adr new | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| HR | HLTHCARE REALTY TR | $0 | – | 1 | 0.0% | 0.00% | – | |
| CRL | CHARLES RIVER LABS | $0 | – | 1 | 0.0% | 0.00% | – | |
| CRNC | CERENCE INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| HUBS | HUBSPOT INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| HUN | HUNTSMAN CORP | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INC | $0 | – | 14 | 0.0% | 0.00% | – | |
| U | UNITY SOFTWARE INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| CNP | CENTERPOINT ENERGY INC | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| SAVA | Sell | CASSAVA SCIENCES INC | $1,000 | -97.9% | 25 | -98.0% | 0.00% | -100.0% |
| VLO | VALERO ENERGY CORP | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| TYME | Exit | TYME TECHNOLOGIES INC | $0 | – | -300 | -100.0% | 0.00% | – |
| SXC | Exit | SUNCOKE ENERGY INC | $0 | – | -50 | -100.0% | 0.00% | – |
| CARIBOU BIOSCIENCES INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | ||
| IHY | VANECK VECTORS ETF TRintl high yield | $0 | – | 1 | 0.0% | 0.00% | – | |
| HYMC | HYCROFT MNG HLDG CORP CLASS A | $0 | – | 200 | 0.0% | 0.00% | – | |
| CGC | Buy | CANOPY GROWTH CORP | $1,000 | 0.0% | 221 | +82.6% | 0.00% | – |
| SMH | Buy | VANECK SEMICONDUCTOR ETFsemiconductr etf | $1,000 | 0.0% | 6 | +100.0% | 0.00% | – |
| CP | CANADIAN PAC RAILWAY F | $1,000 | -50.0% | 20 | 0.0% | 0.00% | -100.0% | |
| IMGN | IMMUNOGEN INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| NSPR | INSPIREMD INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| PPL | PPL CORP | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| PODD | INSULET CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| BROOKFIELD BUSINESS CO F CLASS Acl a exc sub vtg | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | ||
| PJT | PJT PARTNERS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| BTI | BRITISH AMERN TOB PLCsponsored adr | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| OSTK | Buy | OVERSTOCK COM INC DEL | $0 | – | 6 | +100.0% | 0.00% | – |
| ADRE | INVESCO BLDRS INDEX FDS TRemgring mkts50 | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| OGN | Exit | ORGANON & CO | $0 | – | -15 | -100.0% | 0.00% | – |
| ORPH | ORPHAZYME A S F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSads | $0 | – | 50 | 0.0% | 0.00% | – | |
| BHP | BHP GROUP LTD F SPONSORED ADR 1 ADR REPS 2 ORD SHSsponsored ads | $1,000 | -50.0% | 20 | 0.0% | 0.00% | -100.0% | |
| ORAN | ORANGEsponsored adr | $1,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
| BAX | BAXTER INTL INC | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| DBC | Buy | INVSC DB COMMODITY INDEX TRACKNG ETFunit | $1,000 | – | 38 | +100.0% | 0.00% | – |
| DNOW | NOW INC | $0 | -100.0% | 50 | 0.0% | 0.00% | – | |
| SAN | BANCO SANTANDER S.A.adr | $0 | – | 129 | 0.0% | 0.00% | – | |
| VTRS | Exit | VIATRIS INC | $0 | – | -43 | -100.0% | 0.00% | – |
| PXH | INVESCO FTSE RAFI EMERGING MARKETS ETFftse rafi emng | $0 | – | 2 | 0.0% | 0.00% | – | |
| ACLS | Buy | AXCELIS TECHNOLOGIES | $0 | – | 2 | +100.0% | 0.00% | – |
| DBO | Buy | INVESCO DB OIL FUNDoilfd | $1,000 | – | 54 | +100.0% | 0.00% | – |
| VEC | VECTRUS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| AZN | Exit | ASTRAZENECA PLC IAM CO F SPONSORED ADR 1 ADR REPS 0.5 ORD SHSsponsored adr | $0 | – | -10 | -100.0% | 0.00% | – |
| IONS | IONIS PHARMACEUTICALS IN | $0 | – | 11 | 0.0% | 0.00% | – | |
| CC | Exit | CHEMOURS CO | $0 | – | -11 | -100.0% | 0.00% | – |
| VBK | Sell | VBI VACCINES INCsml cp grw etf | $1,000 | -96.6% | 1,150 | -8.6% | 0.00% | -100.0% |
| KRBN | Buy | KRANESHARES GLOBAL CARBON STG ETFglobal carb stra | $1,000 | – | 12 | +100.0% | 0.00% | – |
| NEXGEL INC | $0 | – | 3 | 0.0% | 0.00% | – | ||
| MT | ARCELORMITTAL SA LUXEMBOURGny registry sh | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| NBEV | NEWAGE INC | $1,000 | 0.0% | 2,500 | 0.0% | 0.00% | – | |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| EPHE | ISHARES TRmsci philips etf | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| VRSN | Buy | VERISIGN INC | $1,000 | 0.0% | 8 | +100.0% | 0.00% | – |
| IRDM | Buy | IRIDIUM COMMUNICATIONS I | $0 | – | 6 | +100.0% | 0.00% | – |
| NAV | NORTHERN DYNASTY MINERALS LT | $1,000 | -50.0% | 3,750 | 0.0% | 0.00% | -100.0% | |
| MDB | Buy | MONGODB INC CLASS A | $1,000 | – | 2 | +100.0% | 0.00% | – |
| MICRO FOCUS INTL PLCspon adr new | $0 | – | 15 | 0.0% | 0.00% | – | ||
| SPCE | Buy | VIRGIN GALACTIC HOLDINGS INC | $0 | – | 50 | +100.0% | 0.00% | – |
| JOET | Buy | VIRTUS ETF TR IIvirtus us qlty | $1,000 | 0.0% | 42 | +100.0% | 0.00% | – |
| MELI | Buy | MERCADOLIBRE INC | $1,000 | 0.0% | 2 | +100.0% | 0.00% | – |
| ABEV | AMBEV S A Fsponsored adr | $0 | -100.0% | 158 | 0.0% | 0.00% | – | |
| Buy | MATTERPORT INC | $0 | – | 26 | +100.0% | 0.00% | – | |
| MTCH | MATCH GROUP INC NEW | $0 | – | 3 | 0.0% | 0.00% | – | |
| Buy | GENERATION Z ETF IVgeneration z etf | $0 | – | 34 | +100.0% | 0.00% | – | |
| Buy | KIDPIK CORP | $0 | – | 150 | +50.0% | 0.00% | – | |
| ABNB | AIRBNB INC | $1,000 | -66.7% | 16 | 0.0% | 0.00% | -100.0% | |
| AZBO | ALLIANZIM US LRGE CAP BUFF20 OCT ETFus lrg cp bufr20 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| KDP | New | KEURIG DR PEPPER INC | $0 | – | 2 | +100.0% | 0.00% | – |
| WDC | WESTERN DIGITAL CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
| MP | Buy | MP MATERIALS CORP CLASS A | $0 | – | 6 | +100.0% | 0.00% | – |
| MIN | MFS INTER INCOME TRsh ben int | $0 | -100.0% | 166 | 0.0% | 0.00% | – | |
| AFRM | Buy | AFFIRM HLDGS INC | $0 | – | 6 | +100.0% | 0.00% | – |
| IYM | ISHARES TRu.s. bas mtl etf | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| JD | Buy | JD.COM INCspon adr cl a | $1,000 | – | 12 | +100.0% | 0.00% | – |
| LYFT | LYFT INC CLASS A | $0 | – | 5 | 0.0% | 0.00% | – | |
| IBB | ISHARES TRnasdaq biotech | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| ACR | ACRES COMMERCIAL REALTY CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| IHE | ISHARES TRu.s. pharma etf | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| IBTD | ISHARES TRibonds 23 trm ts | $1,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $1,000 | 0.0% | 290 | 0.0% | 0.00% | – | |
| LYV | Buy | LIVE NATION ENTRTMNT | $0 | – | 2 | +100.0% | 0.00% | – |
| IBDN | ISHARES TRibonds dec22 etf | $1,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
| WOLFSPEED INC | $0 | -100.0% | 7 | 0.0% | 0.00% | – | ||
| WOPEY | New | WOODSIDE ENERGY GROUP LTDsponsored adr | $0 | – | 7 | +100.0% | 0.00% | – |
| REM | ISHARES TRmortge rel etf | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| LNC | LINCOLN NATL CORP IND | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| LLY | LIBERTY LATIN AMERICA LTD | $0 | – | 8 | 0.0% | 0.00% | – | |
| YEXT | YEXT INC | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| FWONA | LIBERTY MEDIA CORP SERIES A LIBERTY MEDIA | $0 | – | 1 | 0.0% | 0.00% | – | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | -100.0% | 4 | 0.0% | 0.00% | – | |
| ZTS | ZOETIS INCcl a | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| IHF | ISHARES TRus hlthcr pr etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| TEAM | ATLASSIAN CORP PLC F CLASS Acl a | $0 | -100.0% | 2 | 0.0% | 0.00% | – | |
| EMQQ | EXCHANGE TRADED CONCEPTS TRemqq em intern | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| FIS | FIDELITY NATL INFO | $0 | – | 3 | 0.0% | 0.00% | – | |
| FWONK | LIBERTY MEDIA CORP SERIES C LIBERTY MEDIA | $0 | – | 1 | 0.0% | 0.00% | – | |
| ETSY | ETSY INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| EQIX | EQUINIX INC | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| LSXMK | LIBERTY MEDIA CORP SERIES C LIBERTY SIRIUS XM | $0 | – | 5 | 0.0% | 0.00% | – | |
| RPV | Exit | INVSC S P 500 PURE VALUE ETFs&p500 pur val | $0 | – | -8 | -100.0% | 0.00% | – |
| WATT | Buy | ENERGOUS CORP | $0 | – | 140 | +100.0% | 0.00% | – |
| EME | EMCOR GROUP INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| AY | Exit | ATLANTICA SUSTAINABLE F | $0 | – | -22 | -100.0% | 0.00% | – |
| BBU | BROOKFIELD BUSINESS PARTNERSunit ltd lp | $1,000 | -50.0% | 70 | 0.0% | 0.00% | -100.0% | |
| SAP | SAP SEspon adr | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| FJP | FIRST TR EXCH TRD ALPHDX FDjapan alphadex | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| Buy | DUTCH BROS INC CLASS Acl a | $0 | – | 12 | +200.0% | 0.00% | – | |
| FYT | FIRST TR EXCHANGE-TRADED ALPsml cap val alph | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| CPRI | Buy | CAPRI HOLDINGS LTD F | $0 | – | 12 | +100.0% | 0.00% | – |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $0 | -100.0% | 2 | -99.8% | 0.00% | -100.0% |
| SMG | Buy | SCOTTS MIRACLE GRO COcl a | $0 | – | 4 | +100.0% | 0.00% | – |
| SE | SEA LTD F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored ads | $0 | – | 2 | 0.0% | 0.00% | – | |
| DLB | DOLBY LABORATORIES CLASS A | $0 | – | 6 | 0.0% | 0.00% | – | |
| Buy | FIRST WATCH RESTAURANT G | $1,000 | – | 36 | +100.0% | 0.00% | – | |
| ETN | EATON CORP PLC F | $0 | – | 3 | 0.0% | 0.00% | – | |
| USRT | ISHARES TRcre u s reit etf | $1,000 | -50.0% | 25 | 0.0% | 0.00% | -100.0% | |
| LSXMA | LIBERTY MEDIA CORP SERIES A LIBERTY SIRIUS XM | $0 | – | 2 | 0.0% | 0.00% | – | |
| FSR | FISKER INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| JCI | JOHNSON CONTROLS INTER F | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| DNN | DENISON MINES CORP | $0 | – | 50 | 0.0% | 0.00% | – | |
| SVC | SERVICE PPTYS TR | $1,000 | -50.0% | 207 | 0.0% | 0.00% | -100.0% | |
| DISCA | Exit | DISCOVERY INC | $0 | – | -95 | -100.0% | -0.00% | – |
| NEV | Exit | NUVEEN ENHANCED MUNICIPA | $0 | – | -148 | -100.0% | -0.00% | – |
| GOVT | Exit | ISHARES US TREASURY BOND ETFus treas bd etf | $0 | – | -76 | -100.0% | -0.00% | – |
| AA | Exit | ALCOA CORP | $0 | – | -25 | -100.0% | -0.00% | – |
| FLOW | Exit | S P X FLOW INC 00500 | $0 | – | -71 | -100.0% | -0.00% | – |
| TELL | Exit | TELLURIAN INVESTMENTS IN | $0 | – | -1,000 | -100.0% | -0.00% | – |
| VWOB | Exit | VANGUARD EMERGING MARKT GOVT BND ETFemerg mkt bd etf | $0 | – | -100 | -100.0% | -0.00% | – |
| Exit | PACER TRENDPILOT US BOND ETFtrendpilot us bd | $0 | – | -350 | -100.0% | -0.00% | – | |
| DDS | Exit | DILLARDS INCcl a | $0 | – | -600 | -100.0% | -0.01% | – |
| IXUS | Exit | ISHARES CORE MSCI TOTL INTL STCK ETFcore msci total | $0 | – | -335 | -100.0% | -0.01% | – |
| FIBR | Exit | ISHARES EDGE U.S. FIXED INCOME BALANCED RISK ETFu.s. fixed incme | $0 | – | -226 | -100.0% | -0.01% | – |
| SMMD | Exit | ISHARES RUSSELL 2500 ETFrusel 2500 etf | $0 | – | -365 | -100.0% | -0.01% | – |
| HYHG | Exit | PROSHARES HIGH YILD INT RATE HED ETFhgh yld int rate | $0 | – | -375 | -100.0% | -0.01% | – |
| ISCF | Exit | ISHS MSCI INTL SML CP MLTFCT ETFmsci intl sml cp | $0 | – | -725 | -100.0% | -0.01% | – |
| PPA | Exit | INVESCO AEROSPACE & DEFENSE ETFaerospace defn | $0 | – | -1,150 | -100.0% | -0.04% | – |
| APTS | Exit | PREF APT COMMUNITIES REIT | $0 | – | -18,099 | -100.0% | -0.17% | – |
| UUP | Exit | INVESCO DB US DOLLAR INDEX BULLISH FUNDbullish fd | $0 | – | -55,876 | -100.0% | -0.57% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 15 | Q3 2023 | 18.7% |
| INVSC S P 500 TOP 50 ETF | 15 | Q3 2023 | 9.5% |
| SPDR S&P 400 MID CAP VALUE ETF | 15 | Q3 2023 | 5.0% |
| SPDR S&P 600 SMALL CAP VALUE ETF | 15 | Q3 2023 | 4.8% |
| SPDR SER TR | 15 | Q3 2023 | 7.3% |
| SCHWAB US DIVIDEND EQUITY ETF | 15 | Q3 2023 | 4.9% |
| CHEVRON CORP NEW | 15 | Q3 2023 | 4.1% |
| ISHARES TREASURY BOND ETF | 15 | Q3 2023 | 5.3% |
| QUALIGEN THERAPEUTICS INC | 15 | Q3 2023 | 3.1% |
| CATERPILLAR INC DEL | 15 | Q3 2023 | 2.6% |
View Retirement Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-09 |
| 13F-HR/A | 2021-11-16 |
View Retirement Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.