$206 Thousand is the total value of Retirement Group, LLC's 731 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 71.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY CLASS Bcl b new | $35,734 | -99.8% | 115,681 | +32.1% | 17.32% | -7.5% |
| XLG | Buy | INVSC S P 500 TOP 50 ETFs&p 500 top 50 | $14,462 | -99.9% | 52,403 | +39.4% | 7.01% | -13.5% |
| XOM | Buy | EXXON MOBIL CORP | $12,922 | -99.9% | 117,154 | +11.9% | 6.26% | -14.4% |
| TLT | Buy | ISHARES 20 PLS YEAR TREASURY BND ETF20 yr tr bd etf | $10,937 | -99.8% | 109,855 | +77.2% | 5.30% | +4.3% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFus dividend eq | $10,096 | -99.8% | 133,651 | +54.6% | 4.90% | +6.4% |
| MDYV | Buy | SPDR S&P 400 MID CAP VALUE ETFs&p 400 mdcp val | $8,730 | -99.9% | 134,881 | +24.3% | 4.23% | -15.8% |
| SLYV | Buy | SPDR S&P 600 SMALL CAP VALUE ETFs&p 600 smcp val | $8,222 | -99.9% | 110,773 | +25.6% | 3.99% | -16.0% |
| SHY | Buy | ISHARES 1-3 YEAR TREASRY BOND ETF1 3 yr treas bd | $7,106 | -96.6% | 87,544 | +3261.9% | 3.44% | +1938.5% |
| CVX | Buy | CHEVRON CORP | $5,710 | -99.8% | 31,814 | +36.6% | 2.77% | +3.3% |
| VTV | Buy | VANGUARD VALUE ETFvalue etf | $5,364 | -99.7% | 38,211 | +137.4% | 2.60% | +63.5% |
| CAT | Sell | CATERPILLAR INC | $4,690 | -99.9% | 19,577 | -2.8% | 2.27% | -14.1% |
| JEF | Buy | JEFFERIES FINL TRADES WITH DUE BILLS | $3,638 | -99.9% | 106,122 | +27.8% | 1.76% | -10.0% |
| QQQ | Buy | QUALIGEN THERAPEUTICS INunit ser 1 | $3,258 | -99.8% | 12,585 | +87.0% | 1.58% | +9.6% |
| VUG | Buy | VANGUARD GROWTH ETFgrowth etf | $2,541 | -99.4% | 11,924 | +506.5% | 1.23% | +265.6% |
| SPY | Buy | SPDR S&P 500 ETFtr unit | $2,532 | -99.9% | 6,621 | +0.1% | 1.23% | -35.1% |
| IVV | Buy | ISHARES CORE S&P 500 ETFcore s&p500 etf | $2,477 | -99.8% | 6,447 | +61.1% | 1.20% | +4.5% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFdiv app etf | $2,358 | -99.3% | 15,527 | +496.3% | 1.14% | +305.3% |
| T | Buy | A T & T INC | $2,117 | -99.9% | 114,989 | +9.8% | 1.03% | -20.3% |
| SCHZ | Buy | SCHWAB US AGGREGATE BOND ETFus aggregate b | $2,109 | -99.9% | 46,207 | +10.0% | 1.02% | -32.9% |
| New | BROOKFIELD CORP F CLASS Acl a ltd vt sh | $1,956 | – | 62,177 | +100.0% | 0.95% | – | |
| PDI | Buy | PIMCO DYNAMIC INCOME CF | $1,885 | -99.7% | 101,981 | +248.2% | 0.91% | +100.9% |
| SCHP | Buy | SCHWAB US TIPS ETFus tips etf | $1,835 | -99.9% | 35,432 | +20.1% | 0.89% | -27.3% |
| COP | Buy | CONOCOPHILLIPS | $1,778 | -99.9% | 15,068 | +20.6% | 0.86% | -15.8% |
| SCHO | Buy | SCHWAB SHORT TERM US TREASURY ETFsht tm us tres | $1,482 | -99.9% | 30,728 | +23.7% | 0.72% | -25.1% |
| BABA | Buy | ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHSsponsored ads | $1,447 | -99.9% | 16,423 | +12.7% | 0.70% | -24.8% |
| SCHR | Buy | SCHWAB INTERMEDIATE TERM US TRS ETFintrm trm tres | $1,339 | -99.9% | 27,206 | +28.1% | 0.65% | -22.3% |
| SGOL | Buy | ABRDN PHYSICAL GOLD SHARES ETF | $1,299 | -99.9% | 74,349 | +10.5% | 0.63% | -26.6% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFcore div grwth | $1,277 | -99.9% | 25,531 | +26.0% | 0.62% | -14.3% |
| FPE | Buy | FIRST TRUST PREFERRED SEC ETF IVpfd secs inc etf | $1,234 | -99.8% | 73,444 | +91.6% | 0.60% | +16.6% |
| SRLN | Buy | SPDR BLACKSTONE SENIOR LOAN ETFblkstn gsosrln | $1,225 | -99.8% | 29,952 | +55.2% | 0.59% | -6.0% |
| SCHB | Sell | SCHWAB US BROAD MARKET ETFus brd mkt etf | $1,192 | -99.9% | 26,604 | -6.1% | 0.58% | -39.3% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFhigh div yld | $1,105 | -98.5% | 10,215 | +1218.1% | 0.54% | +808.5% |
| AMZN | Buy | AMAZON.COM INC | $1,071 | -99.9% | 12,755 | +43.1% | 0.52% | -35.6% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFtotal stk mkt | $994 | -93.8% | 5,200 | +5677.8% | 0.48% | +3607.7% |
| FTSL | Buy | FIRST TRUST SENIOR LOAN ETFsenior ln fd | $975 | -99.8% | 21,867 | +69.1% | 0.47% | +3.7% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFintl eqty etf | $963 | -99.9% | 29,905 | +30.2% | 0.47% | -9.7% |
| MSFT | Buy | MODERNA INC | $957 | -99.8% | 3,993 | +114.6% | 0.46% | +33.7% |
| AAPL | Buy | APPLE INC | $922 | -99.8% | 7,098 | +113.5% | 0.45% | +21.5% |
| VDE | Buy | VANGUARD ENERGY ETFenergy etf | $914 | -99.8% | 7,535 | +27.6% | 0.44% | -7.7% |
| PSX | Buy | PHILLIPS 66 | $891 | -99.9% | 8,559 | +2.6% | 0.43% | -20.0% |
| SCHH | Buy | CHARLES SCHWAB US REIT ETFus reit etf | $889 | -99.9% | 46,094 | +26.3% | 0.43% | -21.1% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFftse dev mkt etf | $866 | -99.5% | 20,635 | +348.5% | 0.42% | +213.4% |
| O | Buy | REALTY INCOME CORP REIT | $852 | -99.5% | 13,432 | +346.4% | 0.41% | +195.0% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFrussell 2000 etf | $802 | -99.5% | 4,598 | +364.0% | 0.39% | +196.9% |
| PDBC | Buy | INVSC ACTVLY MNG OPTM YD DVRS ETFoptimum yield | $794 | -99.9% | 53,735 | +42.8% | 0.38% | -21.1% |
| IVLU | Sell | ISHARES MSCI INTL VALUE FACTOR ETFmsci intl vlu ft | $789 | -99.9% | 34,062 | -13.0% | 0.38% | -38.1% |
| SDY | Buy | SPDR S&P DIVIDEND ETFs&p divid etf | $781 | -99.6% | 6,245 | +259.7% | 0.38% | +144.5% |
| NVDA | Buy | NVIDIA CORP | $755 | -99.9% | 5,166 | +13.7% | 0.37% | -17.2% |
| SCHV | Sell | SCHWAB US LARGE CAP VALUE ETFus lcap va etf | $747 | -99.9% | 11,319 | -34.7% | 0.36% | -55.4% |
| BX | Buy | BLACKSTONE INC | $685 | -99.9% | 9,236 | +37.5% | 0.33% | -26.2% |
| BCI | Buy | ABRDN BLMBRG ALL CM SG K 1 FR ETF | $662 | -99.9% | 30,004 | +51.6% | 0.32% | -21.5% |
| ADBE | Buy | ADOBE INC | $622 | -99.8% | 1,849 | +23.0% | 0.30% | -9.0% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR ETFenergy | $605 | -98.8% | 6,915 | +867.1% | 0.29% | +597.6% |
| MTUM | Buy | ISHARES MSCI USA MOMNTUM FCT ETFmsci usa mmentm | $599 | -99.8% | 4,103 | +78.8% | 0.29% | +20.3% |
| SIVR | Buy | ABRDN PHYSICAL SILVER SHARES ETF | $563 | -99.9% | 24,497 | +1.1% | 0.27% | -23.1% |
| IJH | Buy | ISHARES CORE S&P MID-CAP ETFcore s&p mcp etf | $563 | -99.6% | 2,327 | +280.2% | 0.27% | +155.1% |
| SCHE | Buy | SCHWAB EMERGING MARKETS EQUITY ETFemrg mkteq etf | $504 | -99.9% | 21,304 | +16.5% | 0.24% | -25.6% |
| BAM | Sell | BROOKFIELD ASSET MANAG F CLASS Acl a ltd vt sh | $438 | -100.0% | 15,271 | -66.9% | 0.21% | -86.0% |
| RDIV | Buy | INVESCO S P ULTRA DIVIDEND REV ETFs&p ultra divide | $434 | -93.8% | 9,955 | +5139.5% | 0.21% | +3400.0% |
| New | ALPS O SHARES U S QLTY DIVID ETFoshares us qualt | $401 | – | 9,675 | +100.0% | 0.19% | – | |
| LQD | Buy | ISHARES IBOXX INVT GRADE BOND ETFiboxx inv cp etf | $337 | -98.1% | 3,197 | +1716.5% | 0.16% | +1064.3% |
| OGIG | New | OCUGEN INC | $332 | – | 22,563 | +100.0% | 0.16% | – |
| EFAV | Buy | ISHARES MSCI EAF MIN VOL FCT ETFmsci eafe min vl | $332 | -94.5% | 5,222 | +5122.0% | 0.16% | +3120.0% |
| AFIN | Buy | THE NECESSITY RETAIL REI CLASS A | $322 | -96.8% | 54,380 | +3215.9% | 0.16% | +1850.0% |
| XMHQ | Buy | INVESCO S&P MIDCAP QUALITY ETFs&p mdcp quality | $287 | -99.8% | 4,161 | +67.1% | 0.14% | +12.1% |
| SLQD | Buy | ISHRS 0-5 YEAR INV GRD CRPRAT ETF0-5yr invt gr cp | $284 | -99.5% | 5,940 | +418.8% | 0.14% | +220.9% |
| SDOG | New | ALPS SECTOR DIVIDEND DOGS ETFsectr div dogs | $283 | – | 5,500 | +100.0% | 0.14% | – |
| ABBV | Buy | ABBVIE INC | $257 | -99.5% | 1,588 | +332.7% | 0.12% | +220.5% |
| MO | Buy | MONSTER BEVERAGE CORPORA | $258 | -99.4% | 5,601 | +387.5% | 0.12% | +237.8% |
| IGSB | Buy | ISHARES TR IS 1-5 YR IN GR CR BD ETF | $256 | -99.9% | 5,142 | +37.7% | 0.12% | -15.6% |
| SPSB | Buy | SPDR SHORT TERM CORPORATE BND ETFportfolio short | $247 | -99.8% | 8,405 | +101.7% | 0.12% | +22.4% |
| Buy | WARNER BROTHERS DISCOVER | $242 | -99.9% | 25,568 | +51.4% | 0.12% | -24.5% | |
| NOBL | Sell | PROSHARES S&P 500 DIV ARISTOCRAT ETFs&p 500 dv arist | $233 | -99.9% | 2,591 | -31.4% | 0.11% | -53.3% |
| DVY | Buy | ISHARES SELECT DIVIDEND ETFselect divid etf | $232 | -99.8% | 1,920 | +60.4% | 0.11% | +8.7% |
| PGHY | New | INVSC GLBL SHRT TRM HGH YLD BND ETFgbl srt trm hy | $222 | – | 11,550 | +100.0% | 0.11% | – |
| GOOG | Buy | ALPHABET INC. CLASS Ccap stk cl c | $221 | -99.9% | 2,495 | +34.9% | 0.11% | -25.2% |
| GOOGL | Buy | ALPHABET INC. CLASS Acap stk cl a | $221 | -99.8% | 2,506 | +141.0% | 0.11% | +35.4% |
| VT | Buy | VANGUARD TOTAL WORLD STOCK ETFtt wrld st etf | $217 | -98.9% | 2,520 | +908.0% | 0.10% | +556.2% |
| Buy | INVENTRUST PPTYS CORP | $215 | -97.3% | 9,097 | +2226.6% | 0.10% | +1633.3% | |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR ETFtechnology | $208 | -99.9% | 1,671 | +8.4% | 0.10% | -31.3% |
| SLV | Buy | ISHARES SILVER TRUST ETFishares | $205 | -99.9% | 9,303 | +8.7% | 0.10% | -17.5% |
| PSLV | SPROTT PHYSICAL SILVER Etr unit | $202 | -99.9% | 24,480 | 0.0% | 0.10% | -24.6% | |
| SCHG | Buy | SCHWAB US LARGE CAP GROWTH ETFus lcap gr etf | $201 | -99.8% | 3,619 | +74.9% | 0.10% | +5.4% |
| ADI | Buy | ANALOG DEVICES INC | $199 | -99.9% | 1,211 | +0.1% | 0.10% | -28.9% |
| VRP | Buy | INVESCO VARIABLE RATE PREFERRED ETFvar rate pfd | $196 | -99.9% | 8,771 | +8.0% | 0.10% | -33.6% |
| HERD | New | PACER US CASH COWS 100 ETFcash cows etf | $193 | – | 4,177 | +100.0% | 0.09% | – |
| BBDC | Buy | BARINGS BDC INC | $191 | -99.9% | 23,494 | +46.9% | 0.09% | -12.3% |
| AMLP | Buy | ALERIAN MLP ETFalerian mlp | $189 | -99.8% | 4,965 | +114.7% | 0.09% | +35.3% |
| VLUE | Sell | ISHARES MSCI USA VALUE FACTOR ETFmsci usa value | $188 | -100.0% | 2,067 | -65.7% | 0.09% | -77.0% |
| WM | New | WASTE MANAGEMENT INC | $185 | – | 1,182 | +100.0% | 0.09% | – |
| WPM | WHEATON PRECIOUS METAL F | $184 | -99.9% | 4,700 | 0.0% | 0.09% | -27.0% | |
| AGG | Buy | ISHARES CORE US AGGREGATE BOND ETFcore us aggbd et | $182 | -99.9% | 1,880 | +15.9% | 0.09% | -29.6% |
| IJR | Buy | ISHARES CORE S&P SMALL CAP ETFcore s&p scp etf | $175 | -99.8% | 1,851 | +58.3% | 0.08% | +3.7% |
| CWB | Buy | SPDR BLOOMBERG CONVRTBL SECRS ETF IVblmbrg brc cnvrt | $173 | -99.8% | 2,691 | +53.0% | 0.08% | -5.6% |
| PFE | Sell | PFIZER INC | $172 | -100.0% | 3,365 | -76.1% | 0.08% | -83.2% |
| VZ | Buy | VERIZON COMMUNICATN | $169 | -99.7% | 4,277 | +176.6% | 0.08% | +74.5% |
| SPHD | Buy | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFs&p500 hdl vol | $169 | -99.4% | 3,864 | +459.2% | 0.08% | +272.7% |
| XLU | Buy | SELECT SECTOR UTI SELECT SPDR ETFsbi int-utils | $158 | -99.6% | 2,244 | +293.7% | 0.08% | +156.7% |
| EXG | New | EATON VANCE TAX MAN GL D | $150 | – | 19,887 | +100.0% | 0.07% | – |
| BP | Buy | BP PLC F SPONSORED ADR 1 ADR REPS 6 ORD SHSsponsored adr | $150 | -99.2% | 11,965 | +1649.3% | 0.07% | +356.2% |
| DIVO | New | AMPLIFY CWP ENHANCED DIV INM ETFtr cwp enhanced div | $148 | – | 4,125 | +100.0% | 0.07% | – |
| ESHY | Buy | ISHARES ESG AWARE MSCI USA ETF IVxtrck jp mrg esg | $146 | -99.7% | 1,725 | +151.1% | 0.07% | +61.4% |
| New | ALLIANZIM US LARGE CAP BUFF10 ETFallianzim u s la | $140 | – | 5,052 | +100.0% | 0.07% | – | |
| BAC | Buy | BANK AMERICA CORP | $138 | -99.7% | 4,171 | +161.7% | 0.07% | +76.3% |
| PCEF | Buy | INVESCO CEF INCOME COMPOSITE ETF | $138 | -99.9% | 7,638 | +40.2% | 0.07% | -11.8% |
| NOC | New | NORTHROP GRUMMAN CORP | $139 | – | 254 | +100.0% | 0.07% | – |
| XLP | Buy | SPDR FUND CONSUMER STAPLES ETFsbi cons stpls | $134 | -99.7% | 1,798 | +138.1% | 0.06% | +62.5% |
| IHI | Buy | ISHARES US MEDICAL DEVICES ETFu.s. med dvc etf | $135 | -99.9% | 2,575 | +16.4% | 0.06% | -21.7% |
| SPHY | New | SPDR PORTFOLIO HIGH YIELD BOND ETFportfli high yld | $133 | – | 5,951 | +100.0% | 0.06% | – |
| SHYG | Buy | ISHARES HIGH YIELD CORPORAT BOND ETF0-5yr hi yl cp | $129 | -99.4% | 3,167 | +538.5% | 0.06% | +293.8% |
| GDX | Buy | VANECK GOLD MINERS ETFgold miners etf | $127 | -99.9% | 4,434 | +1.6% | 0.06% | -26.2% |
| PM | Buy | PHILIP MORRIS INTL | $122 | -99.1% | 1,203 | +620.4% | 0.06% | +436.4% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFreal estate etf | $121 | -99.7% | 1,470 | +155.2% | 0.06% | +59.5% |
| XHR | Buy | XENIA HOTELS & RESORTS I REIT | $118 | -98.3% | 8,955 | +1735.0% | 0.06% | +850.0% |
| AMGN | Buy | AMGEN INC. | $116 | -98.7% | 441 | +975.6% | 0.06% | +700.0% |
| GLD | SPDR GOLD SHARES ETF | $116 | -99.9% | 682 | 0.0% | 0.06% | -33.3% | |
| KRG | Buy | KITE REALTY GRP TR REIT | $116 | -99.6% | 5,490 | +237.0% | 0.06% | +154.5% |
| FLRN | Buy | SPDR BLOOMBERG INT GRD FLT RT ETFblomberg brc inv | $112 | -99.7% | 3,672 | +186.7% | 0.05% | +74.2% |
| SCHM | Buy | CHARLES SCHWAB US MC ETFus mid-cap etf | $109 | -99.9% | 1,663 | +22.3% | 0.05% | -19.7% |
| VBR | Sell | VANGUARD SMALL CAP VALUE ETFsm cp val etf | $107 | -99.9% | 674 | -26.8% | 0.05% | -50.9% |
| QUAL | Sell | ISHARES MSCI USA QLTY FACT ETFmsci usa qlt fct | $105 | -99.9% | 920 | -14.7% | 0.05% | -43.3% |
| ASO | New | ACADEMY SPORTS & OUTDOOR | $103 | – | 1,956 | +100.0% | 0.05% | – |
| USMV | Buy | ISHARES MSCI USA MIN VOL FCTR ETFmsci usa min vol | $103 | -99.8% | 1,422 | +73.0% | 0.05% | +16.3% |
| IBM | Sell | IBM CORP | $101 | -99.9% | 998 | -10.1% | 0.05% | -53.8% |
| SUSA | Buy | ISHARES MSCI USA ESG SELECT ETFmsci usa esg slc | $98 | -99.9% | 1,186 | +15.1% | 0.05% | -22.6% |
| FB | Sell | META PLATFORMS INC CLASS Acl a | $100 | -99.9% | 830 | -9.9% | 0.05% | -52.0% |
| DIV | New | GLOBAL X SUPERDIVIDEND US ETFglobx supdv us | $96 | – | 5,100 | +100.0% | 0.05% | – |
| RSP | Buy | INVSC SP 500 EQL WGHT CNSMR STPL ETFs&p500 eql wgt | $93 | -99.0% | 580 | +683.8% | 0.04% | +542.9% |
| INDS | New | PACER INDUSTRIAL REAL ESTATE ETFbnchmrk indstr | $93 | – | 2,522 | +100.0% | 0.04% | – |
| XSLV | Buy | INVESCO S&P SMALLCAP LOW VOLATILITY ETFs&p smlcp low | $92 | -99.8% | 2,050 | +93.0% | 0.04% | +32.4% |
| LGLV | Buy | SPDR SSGA US LG CP LW VLT INX ETFssga us lrg etf | $93 | -99.9% | 686 | +18.7% | 0.04% | -21.1% |
| IVE | Sell | ISHARES S&P 500 VALUE ETFs&p 500 val etf | $90 | -99.9% | 619 | -54.1% | 0.04% | -68.3% |
| GTO | Buy | INVESCO TOTAL RETURN BOND ETFtotal return | $91 | -99.9% | 1,960 | +33.7% | 0.04% | -18.5% |
| USB | Buy | U S BANCORP | $91 | -98.7% | 9,255 | +5041.7% | 0.04% | +633.3% |
| IWP | Buy | ISHARES RUSSELL MID CAP GROWTH ETFrus md cp gr etf | $89 | -95.6% | 1,060 | +3976.9% | 0.04% | +2050.0% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFs&p 500 grwt etf | $88 | -99.7% | 1,507 | +206.9% | 0.04% | +95.5% |
| ETJ | Buy | EATON VANCE RISK MAN DIV | $85 | -99.9% | 11,365 | +60.5% | 0.04% | -12.8% |
| IRM | Buy | IRON MTN INC NEW REIT | $84 | -99.9% | 1,683 | +2.0% | 0.04% | -29.3% |
| SCHX | Buy | SCHWAB US LARGE CAP ETFus lrg cap etf | $85 | -99.7% | 1,892 | +169.1% | 0.04% | +70.8% |
| FNDA | Sell | SCHWAB FUNDAMENTAL US SMALL COM ETFschwab fdt us sc | $83 | -100.0% | 1,767 | -78.9% | 0.04% | -85.9% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFcore msci eafe | $83 | -98.3% | 1,351 | +1384.6% | 0.04% | +900.0% |
| VOE | New | VANGUARD MID CAP VALUE ETFmcap vl idxvip | $79 | – | 587 | +100.0% | 0.04% | – |
| GSY | Buy | INVSC ULTRA SHORT DURATION ETFultra shrt dur | $76 | -99.9% | 1,533 | +0.2% | 0.04% | -39.3% |
| DON | Buy | WISDOMTREE US MIDCAP DIVIDEND ETFus midcap divid | $76 | – | 1,847 | +36840.0% | 0.04% | – |
| SPDV | New | AAM S&P 500 HIGH DIVIDEND VALUE ETFaam s&p 500 | $76 | – | 2,600 | +100.0% | 0.04% | – |
| IXN | Buy | ISHARES GLOBAL TECH ETFglobal tech etf | $77 | -99.8% | 1,726 | +56.2% | 0.04% | -2.6% |
| VO | Buy | VANGUARD MID CAP ETFmid cap etf | $76 | -99.8% | 373 | +48.0% | 0.04% | -2.6% |
| UNH | UNITEDHEALTH GRP INC | $77 | -99.9% | 146 | 0.0% | 0.04% | -37.3% | |
| VNOM | Sell | VIPER ENERGY PARTNERS LP | $75 | -99.9% | 2,368 | -28.2% | 0.04% | -52.6% |
| SOXX | Buy | ISHARES SEMICONDUCTOR ETF IVphlx semicnd etf | $75 | -99.8% | 216 | +127.4% | 0.04% | +50.0% |
| REET | New | ISHARES GLOBAL REIT ETFglobal reit etf | $75 | – | 3,314 | +100.0% | 0.04% | – |
| COST | Buy | COSTCO WHOLESALE CO | $75 | -99.9% | 164 | +25.2% | 0.04% | -28.0% |
| XMLV | Buy | INVSC S P MIDCAP LOW VOLATILITY ETFs&p midcp low | $75 | -99.9% | 1,403 | +29.9% | 0.04% | -14.3% |
| AMD | Sell | ADVANCED MICRO DEVIC | $74 | -99.9% | 1,149 | -1.9% | 0.04% | -39.0% |
| BOND | Buy | PIMCO ACTIVE BOND ETFactive bd etf | $72 | -99.8% | 800 | +100.0% | 0.04% | +20.7% |
| AVGO | Buy | BROADCOM INC | $73 | -99.8% | 215 | +144.3% | 0.04% | +12.9% |
| EPD | Buy | ENTERPRISE PRODS PART LP | $72 | -99.9% | 3,001 | +0.2% | 0.04% | -38.6% |
| KMI | Buy | KINDER MORGAN INC | $72 | -99.9% | 3,989 | +3.9% | 0.04% | -31.4% |
| KEY | New | KEYCORP INC | $71 | – | 4,050 | +100.0% | 0.03% | – |
| WDIV | Sell | SPDR S&P GLOBAL DIVIDEND ETFs&p glbdiv etf | $71 | -99.9% | 1,203 | -6.2% | 0.03% | -37.0% |
| AOK | New | ISHARES CORE CONSERVATIVE ALLOCATIONconser alloc etf | $67 | – | 2,000 | +100.0% | 0.03% | – |
| ETV | EATON VANCE TAX MANAGED | $67 | -99.9% | 5,439 | 0.0% | 0.03% | -44.8% | |
| MOAT | Buy | VANECK MORNINGSTAR WIDE MOAT ETFmorningstar wide | $67 | -99.9% | 1,025 | +12.4% | 0.03% | -27.3% |
| VOO | Buy | VANGUARD S&P 500 ETF | $67 | -99.8% | 191 | +96.9% | 0.03% | +23.1% |
| VRIG | Buy | INVSC VARIABLE RT INVSTMNT ETF IVvar rate invt | $67 | -99.8% | 2,714 | +109.1% | 0.03% | +23.1% |
| COWZ | Buy | PACER US SMALL CAP CASH COWS 100 ETFus cash cows 100 | $67 | -99.6% | 1,850 | +340.5% | 0.03% | +128.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $63 | -99.9% | 358 | +0.3% | 0.03% | -32.6% |
| DOW | Buy | DOW INC | $60 | -99.3% | 1,188 | +479.5% | 0.03% | +314.3% |
| ENB | ENBRIDGE INC F | $60 | -99.9% | 1,535 | 0.0% | 0.03% | -37.0% | |
| TSLA | Buy | TESLA INC | $57 | -99.9% | 461 | +63.5% | 0.03% | -53.3% |
| BND | Buy | VANGUARD TOTAL BOND MARKET ETFtotal bnd mrkt | $57 | -99.9% | 791 | +5.5% | 0.03% | -33.3% |
| SDIV | New | GLOBAL X SUPERDIVIDEND ETFglb x superdiv | $57 | – | 2,365 | +100.0% | 0.03% | – |
| AEE | New | AMEREN CORP | $55 | – | 624 | +100.0% | 0.03% | – |
| FDVV | FIDELITY HIGH DIVIDEND ETFhigh divid etf | $56 | -99.9% | 1,500 | 0.0% | 0.03% | -32.5% | |
| DJD | New | INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETFdj indl avg dv | $56 | – | 1,277 | +100.0% | 0.03% | – |
| MRK | Buy | MPLX LP LP | $56 | -99.8% | 735 | +80.1% | 0.03% | -3.6% |
| ETB | Buy | EATON VANCE TAX MGD BUY | $53 | -99.9% | 4,011 | +0.0% | 0.03% | -38.1% |
| IJT | New | ISHARES S&P SMLL CAP 600 GRTH ETFs&p sml 600 gwt | $54 | – | 500 | +100.0% | 0.03% | – |
| Buy | PHENIXFIN CORP | $53 | – | 1,702 | +170100.0% | 0.03% | – | |
| EMR | New | EMERSON ELECTRIC CO | $54 | – | 558 | +100.0% | 0.03% | – |
| PFXF | Buy | VANECK PREFERRED SECURT EX FNCL ETFpfd secs ex finl | $50 | -99.8% | 2,989 | +58.9% | 0.02% | -7.7% |
| DSI | Buy | ISHARES MSCI KLD 400 SOCIAL INDX ETFmsci kld400 soc | $49 | -99.2% | 679 | +654.4% | 0.02% | +380.0% |
| FMAT | Buy | FIDELITY LIMITED TERM BOND ETFmsci matls index | $49 | -99.9% | 1,030 | +0.5% | 0.02% | -38.5% |
| VHT | New | VANGUARD HEALTH CARE ETFhealth car etf | $50 | – | 200 | +100.0% | 0.02% | – |
| PGF | Buy | INVESCO FINANCIAL PREFERRED ETFfinl pfd etf | $50 | -99.9% | 3,495 | +0.7% | 0.02% | -42.9% |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK Evg tl intl stk f | $48 | -99.9% | 926 | +1.2% | 0.02% | -32.4% |
| YYY | New | AMPLIFY HIGH INCOME ETF | $47 | – | 4,075 | +100.0% | 0.02% | – |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETFinf tech etf | $48 | -99.9% | 150 | 0.0% | 0.02% | -37.8% | |
| SPLV | Buy | INVESCO S&P 500 LOW VOLATILITY ETFs&p500 low vol | $47 | -99.8% | 729 | +38.6% | 0.02% | -4.2% |
| VIGI | Buy | VANGUARD INTL DIVDEND APRECTN ETF IVintl dvd etf | $48 | -99.8% | 687 | +104.5% | 0.02% | +35.3% |
| OKE | Buy | ONEOK INC | $46 | -99.7% | 700 | +133.3% | 0.02% | +83.3% |
| PNW | Buy | PINNACLE WEST CAP | $46 | -99.6% | 600 | +200.0% | 0.02% | +120.0% |
| NUSC | Buy | NUVEEN ESG SMALL CAP ETFnuveen esg smlcp | $45 | -99.5% | 1,327 | +356.0% | 0.02% | +214.3% |
| HD | Sell | HOME DEPOT INC | $46 | -100.0% | 147 | -71.9% | 0.02% | -81.0% |
| DEM | Buy | WISDOMTREE EMRG MRKT HG DIV ETFemer mkt high fd | $43 | -99.8% | 1,216 | +62.6% | 0.02% | +10.5% |
| JEPI | Buy | JPMORGAN EQUITY PREMIUM INCOME ETFequity premium | $44 | -99.6% | 802 | +232.8% | 0.02% | +110.0% |
| IAU | Buy | ISHARES GOLD ETFishares | $44 | -99.8% | 1,285 | +128.2% | 0.02% | +50.0% |
| CZA | Sell | INVSC ZACKS MID CAP ETFzacks mid cap | $43 | -99.9% | 488 | -3.4% | 0.02% | -34.4% |
| ET | ENERGY TRANSFER L P | $41 | -99.9% | 3,450 | 0.0% | 0.02% | -33.3% | |
| ITOT | Buy | ISHARES TOTAL US STOCK MARKET ETFcore s&p ttl stk | $41 | -99.6% | 478 | +291.8% | 0.02% | +150.0% |
| VCIT | Buy | VANGUARD INTERMEDIATE TERM COR ETFint-term corp | $42 | -99.9% | 541 | +12.2% | 0.02% | -31.0% |
| HNDL | Buy | STRATGY SHARS NASDAQ 7HANDL INDX ETFns 7handl idx | $41 | -99.8% | 2,075 | +59.6% | 0.02% | 0.0% |
| MA | New | MASTERCARD INC CLASS Acl a | $42 | – | 120 | +100.0% | 0.02% | – |
| NEE | Buy | NEXTERA ENERGY INC | $40 | -99.9% | 479 | +0.2% | 0.02% | -36.7% |
| NYCB | New | NEW YORK CMNTY BANCO | $40 | – | 4,686 | +100.0% | 0.02% | – |
| NTAP | Buy | NETAPP INC | $40 | -99.9% | 660 | +15.8% | 0.02% | -32.1% |
| FSK | New | FS KKR CAPITAL CORP | $39 | – | 2,201 | +100.0% | 0.02% | – |
| HYG | Buy | ISHARES IBOXX HIGH YIELD BOND ETFiboxx hi yd etf | $39 | -99.0% | 534 | +926.9% | 0.02% | +533.3% |
| MCD | New | MCDONALDS CORP | $37 | – | 140 | +100.0% | 0.02% | – |
| BST | New | BLACKROCK SCIENCE TECHNO | $35 | – | 1,227 | +100.0% | 0.02% | – |
| IXP | New | ISHARES GLOBAL COMM SERVICES ETF | $35 | – | 642 | +100.0% | 0.02% | – |
| CAH | Buy | CARDINAL HEALTH INC | $35 | -98.2% | 459 | +1539.3% | 0.02% | +750.0% |
| XHB | Buy | SPDR S&P HOMEBUILDERS ETFs&p homebuild | $35 | -99.8% | 573 | +35.5% | 0.02% | -5.6% |
| KO | Buy | THE COCA-COLA CO | $35 | -99.8% | 550 | +51.5% | 0.02% | +6.2% |
| BKLN | INVESCO SENIOR LOAN ETFsr ln etf | $34 | -99.9% | 1,652 | 0.0% | 0.02% | -38.5% | |
| VCLT | New | VANGUARD LONG TERM COR BD ETFlg-term cor bd | $34 | – | 455 | +100.0% | 0.02% | – |
| EFV | Buy | ISHARES MSCI EAFE VALUE ETFeafe value etf | $34 | -99.8% | 683 | +17.4% | 0.02% | -11.1% |
| MNA | New | INDEXIQ MERGER ARBITRAGE ETFiq mrgr arb etf | $32 | – | 1,000 | +100.0% | 0.02% | – |
| VTIP | Buy | VANGUARD SHORT INFLATION PROT ETF IVstrm infproidx | $33 | -99.8% | 705 | +69.9% | 0.02% | 0.0% |
| CSCO | Buy | CROWDSTRIKE HLDGS INC CLASS A | $33 | -99.4% | 631 | +301.9% | 0.02% | +220.0% |
| IXC | New | ISHARES GLOBAL ENERGY ETF IVglobal energ etf | $30 | – | 775 | +100.0% | 0.02% | – |
| FCEL | Sell | FUELCELL ENERGY INC | $30 | -99.4% | 1,042 | -25.6% | 0.02% | +275.0% |
| GILD | Buy | GILEAD SCIENCES INC | $30 | -99.8% | 345 | +3.9% | 0.02% | -6.2% |
| F | Buy | FORD MOTOR CO | $31 | -99.8% | 2,691 | +82.8% | 0.02% | +15.4% |
| PG | Buy | PROCTER & GAMBLE | $30 | -99.8% | 200 | +50.4% | 0.02% | +7.1% |
| PHYS | SPROTT PHYSICAL GOLD ETVunit | $30 | -99.9% | 2,140 | 0.0% | 0.02% | -31.8% | |
| XLF | Buy | SELECT STR FINANCIAL SELECT SPDR ETFsbi int-finl | $30 | -99.8% | 878 | +122.8% | 0.02% | +50.0% |
| LVS | New | LAS VEGAS SANDS CORP | $31 | – | 655 | +100.0% | 0.02% | – |
| FTNT | New | FORTINET INC | $30 | – | 615 | +100.0% | 0.02% | – |
| SCHA | Buy | SCHWAB US SMALL CAP ETFus sml cap etf | $31 | -99.8% | 766 | +49.6% | 0.02% | 0.0% |
| BA | Sell | BOEING CO | $30 | -100.0% | 161 | -75.6% | 0.02% | -76.6% |
| GWW | Buy | WW GRAINGER INC | $28 | -97.2% | 51 | +2450.0% | 0.01% | +1300.0% |
| VMBS | Buy | VANGUARD MORTGAGE BACKED SEC ETFmortg-back sec | $28 | -99.1% | 625 | +792.9% | 0.01% | +600.0% |
| GHYG | New | ISHRS US AND INTL HIGH YIELD BD ETFus intl hgh yld | $26 | – | 640 | +100.0% | 0.01% | – |
| SPYG | New | SPDR S&P 500 GROWTH ETFprtflo s&p500 gw | $27 | – | 535 | +100.0% | 0.01% | – |
| CN | New | XTRACKERS MSCI AL CHA EQY ETFxtrack msci chna | $26 | – | 918 | +100.0% | 0.01% | – |
| IEMG | Buy | ISHARES CORE MSCI EMERGING ETFcore msci emkt | $27 | -99.8% | 581 | +52.9% | 0.01% | 0.0% |
| DGRW | Buy | WISDOMTREE US QLT DIV GRW ETFus qtly div grt | $26 | -99.9% | 435 | +0.5% | 0.01% | -27.8% |
| ED | Buy | CONSOLIDATED EDISON | $26 | -99.8% | 271 | +74.8% | 0.01% | +30.0% |
| TIP | Buy | ISHARES TIPS BOND ETFtips bd etf | $27 | -99.9% | 249 | +0.4% | 0.01% | -38.1% |
| XLV | New | SELECT SECTOR HEALTH CARE SPDR ETFsbi healthcare | $26 | – | 192 | +100.0% | 0.01% | – |
| SLYG | New | SPDR S&P 600 SMALL CAP GROWTH ETFs&p 600 smcp grw | $27 | – | 376 | +100.0% | 0.01% | – |
| JPST | JPMORGAN ULTRA SHORT INCOME ETFultra shrt inc | $26 | -99.9% | 519 | 0.0% | 0.01% | -38.1% | |
| VWO | New | VANGUARD FTSE EMERGING MARKETS ETFftse emr mkt etf | $26 | – | 662 | +100.0% | 0.01% | – |
| CRM | Buy | SALESFORCE INC | $24 | -99.4% | 182 | +628.0% | 0.01% | +300.0% |
| SPB | Buy | SPECTRUM BRANDS HLDG | $24 | -99.7% | 400 | +64.6% | 0.01% | +71.4% |
| WMT | Buy | WALMART INC | $25 | -99.8% | 174 | +47.5% | 0.01% | 0.0% |
| TGT | Buy | TARGET CORP | $25 | -99.9% | 170 | +6.9% | 0.01% | -36.8% |
| SHAG | Buy | WISDOMTREE YLD ENHN U S SHRT TRM ETFyield enhanced | $24 | -99.9% | 518 | +0.4% | 0.01% | -36.8% |
| MDLZ | New | MONDELEZ INTL CLASS Acl a | $25 | – | 378 | +100.0% | 0.01% | – |
| CMCSA | Buy | COMCAST CORP NEW CLASS Acl a | $24 | -99.7% | 680 | +183.3% | 0.01% | +100.0% |
| SIZE | New | ISHARES MSCI USA SIZE FACTOR ETFmsci usa sze ft | $24 | – | 210 | +100.0% | 0.01% | – |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFrus 1000 val etf | $24 | -98.8% | 160 | +1130.8% | 0.01% | +500.0% |
| HYZD | New | WISDOMTREE INT RT HDG HGH YLD ETFhedged hi yld bd | $22 | – | 1,075 | +100.0% | 0.01% | – |
| XYLD | Sell | GLOBAL X S&P 500 COVERED CALL ETFs&p 500 covered | $22 | -100.0% | 550 | -87.4% | 0.01% | -91.7% |
| EZM | Sell | WISDOMTREE US MIDCAP ETFus midcap fund | $23 | -99.9% | 482 | -3.4% | 0.01% | -38.9% |
| IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFrus 2000 val etf | $23 | -99.8% | 167 | +103.7% | 0.01% | +22.2% |
| USO | New | UNITED STATES OIL ETFunits | $22 | – | 312 | +100.0% | 0.01% | – |
| QQQJ | Buy | INVESCO NASDAQ NEXT GEN 100 ETFnasdaqnxtgen100 | $23 | -98.8% | 960 | +772.7% | 0.01% | +450.0% |
| RWO | Buy | SPDR DOW JONE GLOBAL REAL ESTATE ETFdj glb rl es etf | $23 | -99.9% | 573 | +1.1% | 0.01% | -38.9% |
| DIA | Buy | SPDR DOW JONES INDUSTRIAL AVRG ETFut ser 1 | $22 | -99.9% | 66 | +8.2% | 0.01% | -21.4% |
| GLTR | New | ABRDN PHYSICAL PREC MTL BSKT SHS ETFphyscl pm basket | $22 | – | 250 | +100.0% | 0.01% | – |
| SPLK | Buy | SPLUNK INC | $22 | – | 844 | +16780.0% | 0.01% | – |
| NUMG | New | NUVEEN ESG MID CAP GROWTH ETFnuveen esg midcp | $23 | – | 650 | +100.0% | 0.01% | – |
| REMX | New | VANECK RARE EARTH STR MTL ETFrare earth/strtg | $23 | – | 300 | +100.0% | 0.01% | – |
| MPC | MARATHON PETE CORP | $20 | -99.9% | 175 | 0.0% | 0.01% | -28.6% | |
| SO | Buy | SOUTHERN CO | $21 | -99.6% | 184 | +130.0% | 0.01% | +150.0% |
| DIS | Buy | WALT DISNEY CO | $21 | -99.8% | 240 | +120.2% | 0.01% | +25.0% |
| VCSH | Buy | VANGUARD SHORT TERM COR BD ETF IVshrt trm corp bd | $20 | -99.9% | 265 | +29.9% | 0.01% | -16.7% |
| CVS | CVS HEALTH CORP | $21 | -99.9% | 224 | 0.0% | 0.01% | -41.2% | |
| ADSK | Buy | AUTODESK INC | $20 | -99.9% | 108 | +2.9% | 0.01% | -37.5% |
| IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETFrus 2000 grw etf | $20 | -99.8% | 91 | +82.0% | 0.01% | +25.0% |
| V | Buy | VISA INC CLASS A | $21 | -99.3% | 102 | +436.8% | 0.01% | +400.0% |
| WFC | WELLS FARGO & CO | $21 | -99.9% | 510 | 0.0% | 0.01% | -41.2% | |
| PHILLIPS EDISON & CO INC | $21 | -99.9% | 647 | 0.0% | 0.01% | -28.6% | ||
| GOLF | New | ACUSHNET HOLDINGS CORP | $21 | – | 500 | +100.0% | 0.01% | – |
| M | MACYS INC | $21 | -99.9% | 1,000 | 0.0% | 0.01% | -23.1% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $20 | -99.9% | 42 | +13.5% | 0.01% | -9.1% |
| PEP | Buy | PEPSICO INC | $20 | -99.9% | 109 | +0.9% | 0.01% | -28.6% |
| NUMV | Buy | NUVEEN ESG MID CAP VALUE ETFnuveen esg midvl | $21 | -99.8% | 709 | +123.0% | 0.01% | +42.9% |
| IMCV | New | ISHARES MORNINGSTAR MID CAP ETFmrgstr md cp val | $18 | – | 282 | +100.0% | 0.01% | – |
| ESCR | Buy | XTRACKRS BLMBRG US INVST GRD ESG ETFxtrck blombrg ba | $19 | -99.9% | 1,035 | +0.9% | 0.01% | -35.7% |
| SPYD | Buy | SPDR S&P 500 HIGH DIVIDEND ETFprtflo s&p500 hi | $18 | -99.1% | 465 | +626.6% | 0.01% | +350.0% |
| SPVU | New | INVSC S P 500 ENHANCED VALUE ETFs&p 500 enhncd | $19 | – | 457 | +100.0% | 0.01% | – |
| NVS | New | NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $19 | – | 213 | +100.0% | 0.01% | – |
| FDL | New | FIRST TRUST MORNINGSTAR DIV L ETF IV | $18 | – | 500 | +100.0% | 0.01% | – |
| FNDF | Sell | SCHWAB FUNDAMENTAL INL LARGE COM ETFschwb fdt int lg | $18 | -99.9% | 614 | -0.3% | 0.01% | -25.0% |
| WMB | Buy | WILLIAMS COS INC | $19 | -99.8% | 585 | +51.9% | 0.01% | 0.0% |
| BIIB | Buy | BIOGEN INC | $18 | -98.2% | 64 | +1500.0% | 0.01% | +800.0% |
| EOG | Buy | EOG RESOURCES INC | $19 | -99.4% | 149 | +451.9% | 0.01% | +350.0% |
| IEF | New | ISHARES 7-10 YEAR TRSURY BOND ETFbarclays 7 10 yr | $18 | – | 191 | +100.0% | 0.01% | – |
| PFF | Buy | ISHARES PREFERRED INCOME SEC ETFpfd and incm sec | $19 | -99.6% | 606 | +265.1% | 0.01% | +125.0% |
| QUS | Sell | SPDR MSCI USA STRATEGICFACTORS ETFmsci usa strtgic | $19 | -99.9% | 177 | -9.7% | 0.01% | -43.8% |
| INTC | Buy | INTEL CORP | $19 | -98.1% | 716 | +2653.8% | 0.01% | +800.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CO | $18 | – | 174 | +2800.0% | 0.01% | – |
| WPC | W.P. CAREY INC. REIT | $16 | -99.9% | 205 | 0.0% | 0.01% | -27.3% | |
| FNDE | SCHWAB FUNDA EMG MKTS LARGE COM ETFschwb fdt emk lg | $17 | -99.9% | 698 | 0.0% | 0.01% | -38.5% | |
| ILTB | Buy | ILLUMINA INCcore lt usdb etf | $16 | -99.8% | 78 | +50.0% | 0.01% | 0.0% |
| IR | ISHS MSCI INTL QUALITY FACT ETF | $16 | -99.9% | 503 | 0.0% | 0.01% | -27.3% | |
| URI | New | UNITED RENTALS INC | $16 | – | 44 | +100.0% | 0.01% | – |
| MU | Sell | MICRON TECHNOLOGY | $16 | -99.9% | 328 | -35.8% | 0.01% | -61.9% |
| HGLB | ISHARES CURRENCY HEDG MSCI EAFE ETF | $16 | -99.9% | 605 | 0.0% | 0.01% | -42.9% | |
| DOV | DOVER CORP | $16 | -99.9% | 119 | 0.0% | 0.01% | -27.3% | |
| IGBH | Buy | ISHARES INTE RAT HED LNG TRM COR ETFint rt hd long | $17 | -99.9% | 746 | +1.1% | 0.01% | -42.9% |
| NFLX | Buy | NETFLIX INC | $17 | -99.9% | 57 | +11.8% | 0.01% | -20.0% |
| NTRS | INTELLIA THERAPEUTICS IN | $17 | -99.9% | 500 | 0.0% | 0.01% | -63.6% | |
| STAG | Buy | STAG INDUSTRIAL INC REIT | $15 | -99.9% | 468 | +0.6% | 0.01% | -30.0% |
| VV | VANGUARD LARGE CAP ETFlarge cap etf | $14 | -99.9% | 81 | 0.0% | 0.01% | -30.0% | |
| SPTS | Buy | SPDR PORTFOLIO SHORT TERM TREASURY Eportfolio sh tsr | $14 | -99.9% | 492 | +0.4% | 0.01% | -36.4% |
| BSTZ | New | BLACKROCK SCIENCE AND TE | $15 | – | 928 | +100.0% | 0.01% | – |
| BECN | New | BEACON ROOFING SUPPL | $14 | – | 274 | +100.0% | 0.01% | – |
| IGHG | PROSHARES INVT GD INT RAT HED ETFinvt int rt hg | $14 | -99.9% | 200 | 0.0% | 0.01% | -36.4% | |
| IRT | INDEPENDENCE REALTY REIT | $15 | -99.9% | 905 | 0.0% | 0.01% | -41.7% | |
| USIG | New | ISHARES BRD USD INV GRD CORP BD ETFusd inv grde etf | $14 | – | 286 | +100.0% | 0.01% | – |
| SLB | SCHLUMBERGER LTD F | $15 | -99.8% | 286 | 0.0% | 0.01% | -12.5% | |
| ISCV | New | ISHARES MORN SMALL CAP VALUE ETFmrning sm cp etf | $15 | – | 279 | +100.0% | 0.01% | – |
| New | HARBOR ALL WEATHER INFLTN FOC ETFall weather infl | $15 | – | 700 | +100.0% | 0.01% | – | |
| SCHI | Buy | SCHWAB 5 10 YEAR CORP BOND ETF5 10yr corp bd | $14 | -99.9% | 320 | +39.1% | 0.01% | -12.5% |
| BAR | New | GRANITESHARES GOLD ETF | $14 | – | 800 | +100.0% | 0.01% | – |
| FLOT | ISHARES FLOATING RATE BOND ETFfltg rate nt etf | $15 | -99.9% | 307 | 0.0% | 0.01% | -41.7% | |
| LQDH | Sell | ISHARES INTERST RATE HDG COR BND ETFint rt hdg c b | $14 | -99.9% | 159 | -1.9% | 0.01% | -36.4% |
| JETS | U.S. GLOBAL JETS ETF | $15 | -99.9% | 902 | 0.0% | 0.01% | -36.4% | |
| OTIS | New | O REILLY AUTOMOTIVE | $15 | – | 18 | +100.0% | 0.01% | – |
| QQQM | Buy | INVESCO NASDAQ 100 ETFnasdaq 100 etf | $14 | – | 127 | +4133.3% | 0.01% | – |
| LNG | CHENIERE ENERGY INC | $15 | -99.9% | 100 | 0.0% | 0.01% | -50.0% | |
| KBWY | Buy | KELLOGG COkbw prem yield | $14 | -99.9% | 252 | +38.5% | 0.01% | -30.0% |
| BKNG | New | BOOKING HOLDINGS INC | $12 | – | 6 | +100.0% | 0.01% | – |
| HYEM | New | VANECK EMERGING MRK HGH YLD BND ETFemerging mkts hi | $12 | – | 650 | +100.0% | 0.01% | – |
| VYMI | New | VANGUARD INTERNATNL HGH DIV YLD ETFintl high etf | $13 | – | 225 | +100.0% | 0.01% | – |
| CRWD | Buy | CRISPR THERAPEUTICS Fcl a | $13 | – | 323 | +10666.7% | 0.01% | – |
| JNK | Buy | SPDR BLMBRG BRCLY HGH YLD BND ETFbloomberg brclys | $12 | -99.7% | 134 | +226.8% | 0.01% | +100.0% |
| PYPL | Buy | PAYPAL HOLDINGS INCORPOR | $12 | -99.9% | 165 | +27.9% | 0.01% | -33.3% |
| FNDC | SCHWAB FUNDAMENTAL INTL SMAL COM ETFschwb fdt int sc | $12 | -99.9% | 392 | 0.0% | 0.01% | -33.3% | |
| DAL | DELTA AIR LINES INC DEL | $13 | -99.9% | 400 | 0.0% | 0.01% | -33.3% | |
| MMM | 3M CO | $12 | -99.9% | 100 | 0.0% | 0.01% | -33.3% | |
| AN | New | AUTONATION INC | $12 | – | 112 | +100.0% | 0.01% | – |
| REGN | New | REGENERON PHARMS INC | $12 | – | 16 | +100.0% | 0.01% | – |
| ALXN | ALBEMARLE CORP | $13 | -99.9% | 61 | 0.0% | 0.01% | -53.8% | |
| PSP | Buy | INVESCO GLOBAL LISTED PRIVATE EQUITY ETFgbl listed pvt | $12 | -99.8% | 1,225 | +88.5% | 0.01% | +50.0% |
| SYK | STRYKER CORP | $13 | -99.9% | 54 | 0.0% | 0.01% | -33.3% | |
| IWS | Sell | ISHARES RUSSELL MID CAP VALUE ETFrus mdcp val etf | $13 | -100.0% | 126 | -62.6% | 0.01% | -76.9% |
| MBB | New | ISHARES MBS ETFmbs etf | $11 | – | 122 | +100.0% | 0.01% | – |
| PSK | Buy | SPDR ICE PREFERRED SECURITIES ETFwells fg pfd etf | $10 | -99.9% | 301 | +0.7% | 0.01% | -37.5% |
| IEI | Buy | ISHARES 3-7 YEAR TRERY BOND ETF3 7 yr treas bd | $11 | -99.9% | 95 | +1.1% | 0.01% | -44.4% |
| AEP | Buy | AMER ELECTRIC PWR CO | $10 | -99.9% | 108 | +0.9% | 0.01% | -28.6% |
| DBA | INVESCO DB AGRICULTURE FUNDagriculture fd | $10 | -99.9% | 500 | 0.0% | 0.01% | -37.5% | |
| CNC | New | CENTENE CORP | $10 | – | 124 | +100.0% | 0.01% | – |
| GOVT | New | ISHARES US TREASURY BOND ETFus treas bd etf | $11 | – | 463 | +100.0% | 0.01% | – |
| PFFD | Buy | GLOBAL X U.S. PREFERRED ETFus pfd etf | $11 | -99.9% | 585 | +1.0% | 0.01% | -50.0% |
| DUK | Buy | DUKE ENERGY CORP | $11 | -99.9% | 111 | +11.0% | 0.01% | -28.6% |
| ESGN | New | ISHARES ESG AWARE MSCI EM ETFsustnble intl | $11 | – | 437 | +100.0% | 0.01% | – |
| STOR | Buy | STORE CAPITAL CORP REIT | $10 | -99.9% | 312 | +5.8% | 0.01% | -28.6% |
| SPHB | New | INVESCO S&P 500 HIGH BETA ETFs&p 500 hb etf | $11 | – | 184 | +100.0% | 0.01% | – |
| TM | TOYOTA MOTOR CORP F SPONSORED ADR 1 ADR REPS 10 ORD SHSads | $10 | -99.9% | 70 | 0.0% | 0.01% | -28.6% | |
| IIPR | New | INNOVATIVE INDUSTRIAL PR REIT | $11 | – | 105 | +100.0% | 0.01% | – |
| SCZ | Buy | ISHARES MSCI EAFE SMALL CAP ETFeafe sml cp etf | $10 | -99.9% | 182 | +9.6% | 0.01% | -16.7% |
| VKTX | New | VIKING THERAPEUTICS | $11 | – | 1,200 | +100.0% | 0.01% | – |
| STWD | New | STARWOOD PPTY TRUST REIT | $10 | – | 570 | +100.0% | 0.01% | – |
| DD | DUPONT DE NEMOURS INC IA | $8 | -99.9% | 119 | 0.0% | 0.00% | -20.0% | |
| SRET | Sell | GLOBAL X SUPERDIVIDEND REIT ETFreit etf | $9 | -99.9% | 421 | -66.0% | 0.00% | -42.9% |
| KMB | Buy | KEYSIGHT TECH INC | $9 | -99.1% | 55 | +1000.0% | 0.00% | +300.0% |
| MMP | MAGELLAN MIDSTREAM PA LP | $9 | -99.9% | 169 | 0.0% | 0.00% | -33.3% | |
| RPG | INVSC S P 500 PURE GROWTH ETFs&p500 pur gwt | $8 | -99.9% | 51 | 0.0% | 0.00% | -33.3% | |
| TGTX | New | TG THERAPEUTICS INC | $8 | – | 700 | +100.0% | 0.00% | – |
| RYH | INVSC SP 500 EQL WGHT HLTH CARE ETFs&p500 eql hlt | $9 | -99.9% | 32 | 0.0% | 0.00% | -33.3% | |
| UTF | COHEN AND STEERS INFRAST | $9 | -99.9% | 370 | 0.0% | 0.00% | -42.9% | |
| PRFT | New | PERFICIENT INC | $8 | – | 112 | +100.0% | 0.00% | – |
| HYS | PIMCO 0-5 YEAR HIGH YLD BND IDX ETF0-5 high yield | $8 | -99.9% | 91 | 0.0% | 0.00% | -33.3% | |
| RY | ROYAL BANK OF CANADA F | $9 | -99.9% | 100 | 0.0% | 0.00% | -42.9% | |
| RFI | COHEN STEERS TOTAL RETUR | $8 | -99.9% | 650 | 0.0% | 0.00% | -33.3% | |
| PANW | Buy | PALO ALTO NETWORKS | $8 | -99.9% | 58 | +61.1% | 0.00% | -20.0% |
| GSK | GSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHSsponsored adr | $9 | -99.9% | 243 | 0.0% | 0.00% | -33.3% | |
| SPIB | Buy | SPDR INTRMDT TRM CRPRATE BND ETFportfolio intrmd | $8 | -99.6% | 245 | +345.5% | 0.00% | +100.0% |
| TD | TORONTO DOMINION BANK F | $9 | -99.9% | 140 | 0.0% | 0.00% | -42.9% | |
| SVM | SILVERCORP METALS F | $9 | -99.9% | 3,000 | 0.0% | 0.00% | -33.3% | |
| New | BANK MONTREAL QUE Fbig oil indx 3x | $9 | – | 95 | +100.0% | 0.00% | – | |
| UTG | REAVES UTILITY INCOME | $9 | -99.9% | 310 | 0.0% | 0.00% | -33.3% | |
| IWV | ISHARES RUSSELL 3000 ETFrussell 3000 etf | $8 | -99.9% | 38 | 0.0% | 0.00% | -33.3% | |
| BIDU | New | BAIDU INC F SPONSORED ADR 1 ADR REPS 8 ORD SHSspon adr rep a | $9 | – | 80 | +100.0% | 0.00% | – |
| LAC | LITHIUM AMERS CORP F | $8 | -99.9% | 400 | 0.0% | 0.00% | -50.0% | |
| URTH | New | ISHARES MSCI WORLD ETFmsci world etf | $8 | – | 75 | +100.0% | 0.00% | – |
| OHI | Buy | OMEGA HLTHCARE INVTS REIT | $8 | -99.9% | 287 | +2.1% | 0.00% | -33.3% |
| NOBLE CORP PLC F | $9 | – | 250 | 0.0% | 0.00% | – | ||
| CBRE | New | CBRE GROUP INC CLASS Acl a | $9 | – | 116 | +100.0% | 0.00% | – |
| STZ | New | CONSTELLATION BRAND CLASS Acl a | $9 | – | 40 | +100.0% | 0.00% | – |
| AOR | ISHARES CORE GROWTH ALLOCATION ETFgrwt allocat etf | $9 | -99.9% | 200 | 0.0% | 0.00% | -42.9% | |
| HRB | Buy | BLOCK H & R INCORP | $8 | -99.9% | 216 | +0.9% | 0.00% | -42.9% |
| ARCC | Buy | ARES CAPITAL CORP | $9 | -99.9% | 461 | +2.4% | 0.00% | -33.3% |
| QQQX | Buy | NUVEEN NASDAQ 100 DYNAMI | $9 | -99.9% | 426 | +2.7% | 0.00% | -42.9% |
| VMW | New | VMWARE INC CLASS A | $8 | – | 69 | +100.0% | 0.00% | – |
| SBUX | Buy | STARBUCKS CORP | $6 | -99.9% | 65 | +1.6% | 0.00% | -25.0% |
| ASGN | New | A S G N INC | $6 | – | 69 | +100.0% | 0.00% | – |
| ARKK | Buy | ARK INNOVATION ETFinnovation etf | $7 | -99.9% | 209 | +31.4% | 0.00% | -40.0% |
| AXP | New | AMERICAN EXPRESS CO | $7 | – | 50 | +100.0% | 0.00% | – |
| BNS | BANK NOVA SCOTIA F | $7 | -99.9% | 146 | 0.0% | 0.00% | -50.0% | |
| BC | New | BRUNSWICK CORP | $7 | – | 100 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATN CLASS Acl a | $6 | – | 17 | +100.0% | 0.00% | – |
| CMG | New | CHIPOTLE MEXICAN GRL | $7 | – | 5 | +100.0% | 0.00% | – |
| RQI | COHEN STEERS QUAL INCOME | $7 | -99.9% | 580 | 0.0% | 0.00% | -50.0% | |
| RNP | COHEN STEERS REIT PREFER | $7 | -99.9% | 365 | 0.0% | 0.00% | -50.0% | |
| CTVA | CORTEVA INC | $7 | -99.9% | 119 | 0.0% | 0.00% | -50.0% | |
| DEA | EASTERLY GOVT PPTYS REIT | $6 | -99.9% | 450 | 0.0% | 0.00% | -50.0% | |
| EXC | New | EXELON CORP | $7 | – | 165 | +100.0% | 0.00% | – |
| GLPI | Buy | GAMING & LEISURE PPT REIT | $7 | -99.9% | 134 | +3.1% | 0.00% | -40.0% |
| LIT | Buy | GLOBAL X LITHIUM & BATTERY TECH ETFlithium btry etf | $7 | -99.9% | 121 | +4.3% | 0.00% | -50.0% |
| PSCT | INVSC S&P SMALL TECH PORT ETF IVs&p smlcp info | $6 | -99.9% | 46 | 0.0% | 0.00% | -25.0% | |
| EWC | ISHARES MSCI CANADA ETFmsci cda etf | $6 | -99.9% | 183 | 0.0% | 0.00% | -40.0% | |
| IYW | New | ISHARES US TECHNOLOGY ETF IVu.s. tech etf | $6 | – | 84 | +100.0% | 0.00% | – |
| IGIB | New | ISHARES TRT IS 5-10 INV GR CR BD ETF | $6 | – | 117 | +100.0% | 0.00% | – |
| ITA | Buy | ISHARES US AEROSPACE DEFENSE ETFus aer def etf | $7 | -99.3% | 59 | +268.8% | 0.00% | +200.0% |
| IMTM | New | ISHS MSCI INTL MOMENTUM FCT ETFmsci intl moment | $6 | – | 210 | +100.0% | 0.00% | – |
| MTZ | MASTEC INC | $6 | -99.9% | 75 | 0.0% | 0.00% | -25.0% | |
| MPW | MEDICAL PROPERTIES REIT | $7 | -99.9% | 600 | 0.0% | 0.00% | -50.0% | |
| Buy | ORION OFFICE REIT INC REIT | $7 | -99.6% | 846 | +389.0% | 0.00% | +50.0% | |
| PAG | New | PENSKE AUTOMOTIVE GR | $6 | – | 50 | +100.0% | 0.00% | – |
| QEFA | Buy | SPDR MSCI EAFE STRATEGICFACTORS MIX ETFmsci eafe strtgc | $7 | -99.9% | 109 | +0.9% | 0.00% | -40.0% |
| KRE | Buy | SPDR S&P REGIONAL BANKING ETFs&p regl bkg | $6 | -99.9% | 105 | +1.0% | 0.00% | -40.0% |
| SCHC | SCHWAB INTERNATNAL SMALL CAP EQY ETFintl sceqt etf | $6 | -99.9% | 176 | 0.0% | 0.00% | -25.0% | |
| SCCO | SOUTHERN COPPER CORP D F | $6 | -99.8% | 100 | 0.0% | 0.00% | 0.0% | |
| UMH | UMH PROPERTIES INC. REIT | $6 | -99.9% | 400 | 0.0% | 0.00% | -40.0% | |
| ULTA | Buy | ULTA BEAUTY INC. | $6 | – | 12 | +1100.0% | 0.00% | – |
| UAL | Buy | UNITED AIRLINES HLDGS | $7 | -99.3% | 182 | +810.0% | 0.00% | +200.0% |
| MORT | VANECK MORTGAGE REIT INCOME ETFmortgage reit | $6 | -99.9% | 520 | 0.0% | 0.00% | -40.0% | |
| EMLC | New | VANECK J P MORGAN EM LCL CRY BND ETFuranium nuclear | $6 | – | 242 | +100.0% | 0.00% | – |
| MGV | New | VANGUARD MEGA CAP VALUE ETFmega cap val etf | $7 | – | 63 | +100.0% | 0.00% | – |
| BIV | Buy | VANGUARD INTERMEDIATE TERM BOND ETFintermed term | $7 | -99.9% | 99 | +1.0% | 0.00% | -50.0% |
| VB | Buy | VANGUARD SMALL CAP ETFsmall cp etf | $6 | -99.9% | 33 | +6.5% | 0.00% | -25.0% |
| XSOE | WSDMTRE EMRG MKT EX STT OWN ENTER ETem ex st-owned | $6 | -99.9% | 234 | 0.0% | 0.00% | -40.0% | |
| NLY | ANNALY CAPITAL MGMT REIT | $5 | -99.9% | 218 | 0.0% | 0.00% | -33.3% | |
| TMUS | New | T-MOBILE US INC | $5 | – | 35 | +100.0% | 0.00% | – |
| TSM | TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHSsponsored ads | $4 | -99.9% | 59 | 0.0% | 0.00% | -33.3% | |
| XME | SPDR S&P METALS & MINING ETFs&p metals mng | $4 | -99.9% | 85 | 0.0% | 0.00% | -33.3% | |
| JHMM | JOHN HANCOCK MULTIFCTR MID CP ETFmultifactor mi | $5 | -99.9% | 106 | 0.0% | 0.00% | -50.0% | |
| PAA | PLAINS ALL AMERICAN P LPunit ltd partn | $4 | -99.9% | 364 | 0.0% | 0.00% | -33.3% | |
| TY | New | TRI CONTINENTAL CF | $4 | – | 166 | +100.0% | 0.00% | – |
| KSTR | KRANESHARES SSE STAR MRKT 50 IDX ETFsse star mrkt 50 | $4 | -99.9% | 300 | 0.0% | 0.00% | -33.3% | |
| DY | DYCOM INDUSTRIES INC | $5 | -99.9% | 57 | 0.0% | 0.00% | -50.0% | |
| EMB | New | ISHARES JPMORGAN USD MTS BOND ETFjpmorgan usd emg | $5 | – | 65 | +100.0% | 0.00% | – |
| X | US STEEL | $5 | -99.9% | 200 | 0.0% | 0.00% | -33.3% | |
| QRVO | New | QORVO INC | $5 | – | 57 | +100.0% | 0.00% | – |
| DVN | Sell | DEVON ENERGY CORP | $5 | -99.9% | 75 | -40.0% | 0.00% | -66.7% |
| IAGG | ISHARES INTERNTINL AGGRGT BND ETFcore intl aggr | $4 | -99.9% | 76 | 0.0% | 0.00% | -33.3% | |
| HPQ | Buy | HP INC. | $5 | -99.9% | 168 | +16.7% | 0.00% | -33.3% |
| GTE | GRAN TIERRA ENERGY | $4 | -99.9% | 4,000 | 0.0% | 0.00% | -50.0% | |
| GSLC | GOLDMAN SACHS ACTVBETA US LRG ETFactivebeta us lg | $5 | -99.5% | 21 | 0.0% | 0.00% | +100.0% | |
| VGK | Sell | VANGUARD FTSE EUROPE ETFftse europe etf | $4 | -100.0% | 67 | -93.4% | 0.00% | -94.7% |
| NET | New | CLOUDFLARE INC CLASS A | $5 | – | 100 | +100.0% | 0.00% | – |
| VGIT | New | VANGUARD ITM-TERM TREASURY ETFinter term treas | $4 | – | 75 | +100.0% | 0.00% | – |
| LUMN | New | LULULEMON ATHLETICA | $4 | – | 14 | +100.0% | 0.00% | – |
| GMRE | GLOBAL MEDICAL R E I T I REIT | $5 | -99.9% | 580 | 0.0% | 0.00% | -50.0% | |
| GNL | GLOBAL NET LEASE INCORPO | $5 | -99.9% | 413 | 0.0% | 0.00% | -33.3% | |
| IUSG | New | ISHARES CORE S&P US GROWTH ETFcore s&p us gwt | $4 | – | 45 | +100.0% | 0.00% | – |
| BMY | Buy | BRISTOL-MYERS SQUIBB | $5 | -99.8% | 76 | +123.5% | 0.00% | 0.0% |
| Buy | RIVIAN AUTOMOTIVE INC CLASS A | $4 | -99.9% | 215 | +7.5% | 0.00% | -66.7% | |
| VRTX | Buy | VERTEX PHARMACEUTICA | $5 | -99.8% | 16 | +100.0% | 0.00% | 0.0% |
| ABR | ARBOR REALTY TR REIT | $4 | -99.9% | 300 | 0.0% | 0.00% | 0.0% | |
| EMHY | New | ISHARES JP MRGN EM HIGH YLD BD ETFjp mrgn em hi bd | $4 | – | 120 | +100.0% | 0.00% | – |
| New | GXO LOGISTICS INC | $4 | – | 91 | +100.0% | 0.00% | – | |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $4 | -99.9% | 21 | -27.6% | 0.00% | -60.0% |
| ISTB | Sell | ISHARES CORE 1-5 YEAR USD BOND ETFcore 1 5 yr usd | $4 | -100.0% | 92 | -55.3% | 0.00% | -71.4% |
| ALB | New | AKAMAI TECHNOLOGIES INC | $5 | – | 61 | +100.0% | 0.00% | – |
| IBB | New | ISHARES BIOTECHNOLOGY ETFnasdaq biotech | $5 | – | 35 | +100.0% | 0.00% | – |
| WES | WESTERN MIDSTREAM PAR LP | $5 | -99.9% | 200 | 0.0% | 0.00% | -50.0% | |
| EFA | Buy | ISHARES MSCI EAFE ETFmsci eafe etf | $4 | -99.8% | 60 | +81.8% | 0.00% | 0.0% |
| ARKF | ARK FINTECH INNOVATION ETFfintech innova | $5 | -99.9% | 371 | 0.0% | 0.00% | -60.0% | |
| LUV | Buy | SOUTHWEST AIRLINES | $4 | -99.9% | 137 | +25.7% | 0.00% | 0.0% |
| SPEM | New | SPDR INDEX SHARES EMERG MARKT ETFportfolio emg mk | $4 | – | 128 | +100.0% | 0.00% | – |
| YETI | New | YETI HOLDINGS INCORPORAT | $5 | – | 121 | +100.0% | 0.00% | – |
| New | BROOKFIELD REINSURANCE Fcl a exch lt vtg | $5 | – | 155 | +100.0% | 0.00% | – | |
| ROCKET LABORATORY USA IN | $2 | -99.9% | 500 | 0.0% | 0.00% | -50.0% | ||
| SBLK | STAR BULK CARRIERS F | $2 | -99.9% | 120 | 0.0% | 0.00% | -50.0% | |
| HRZN | New | HORIZON TECH FIN | $2 | – | 131 | +100.0% | 0.00% | – |
| HPE | Buy | HEWLETT PACKARD ENTERPRI | $3 | -99.8% | 168 | +16.7% | 0.00% | -50.0% |
| STX | Buy | SEAGATE TECHNOLOGY HLD F | $2 | -99.8% | 42 | +281.8% | 0.00% | 0.0% |
| HRI | New | HERC HLDGS INC | $2 | – | 19 | +100.0% | 0.00% | – |
| DAR | New | DARLING INGREDIENTS | $2 | – | 26 | +100.0% | 0.00% | – |
| CEF | SPROTT PHYSICAL GOLD & Str unit | $3 | -99.9% | 194 | 0.0% | 0.00% | -50.0% | |
| INDO | INDONESIA ENERGY CORP F | $3 | -99.9% | 550 | 0.0% | 0.00% | -66.7% | |
| MGC | New | VANGUARD MEGA CAP GROWTH ETFmega cap index | $3 | – | 16 | +100.0% | 0.00% | – |
| BLV | New | VANGUARD LONG TERM BOND ETFlong term bond | $3 | – | 35 | +100.0% | 0.00% | – |
| GOGL | GOLDEN OCEAN GROUP F | $2 | -99.9% | 275 | 0.0% | 0.00% | -50.0% | |
| DNP | New | DNP SELECT INCOME CF | $2 | – | 195 | +100.0% | 0.00% | – |
| EEMV | EDITAS MEDICINE INCORPORmsci emerg mrkt | $3 | -99.9% | 325 | 0.0% | 0.00% | -66.7% | |
| OCSL | New | OAKTREE SPECIALTY LENDIN | $2 | – | 331 | +100.0% | 0.00% | – |
| CCI | CROWN CASTLE INC REIT | $2 | -99.9% | 16 | 0.0% | 0.00% | -50.0% | |
| IYT | New | ISHARES US TRANSPORTATION ETFtrans avg etf | $3 | – | 15 | +100.0% | 0.00% | – |
| SCHK | New | SCHWAB 1000 INDEX ETF1000 index etf | $2 | – | 63 | +100.0% | 0.00% | – |
| VNQI | VANGUARD GLBAL EX US REAL ESTATE ETFglb ex us etf | $3 | -99.8% | 65 | 0.0% | 0.00% | -50.0% | |
| VSS | New | VGRD FTSE ALL WRLD EX US SML CAP ETFftse smcap etf | $2 | – | 15 | +100.0% | 0.00% | – |
| GBDC | New | GOLUB CAPITAL BDC INC | $2 | – | 121 | +100.0% | 0.00% | – |
| EWZ | ISHARES MSCI BRAZIL ETFmsci brazil etf | $3 | -99.9% | 108 | 0.0% | 0.00% | -50.0% | |
| SPDW | New | SPDR PORTFOLIO DVLPD WRLD EX-US ETFportfolio devlpd | $2 | – | 82 | +100.0% | 0.00% | – |
| SIRI | New | SIRIUS XM HLDGS INC | $3 | – | 500 | +100.0% | 0.00% | – |
| GS | New | GOLDMAN SACHS GROUP | $2 | – | 7 | +100.0% | 0.00% | – |
| IYF | New | ISHARES US FINANCIALS ETFu.s. finls etf | $2 | – | 32 | +100.0% | 0.00% | – |
| New | GLOBAL X RUSSLL 2000 CVRD CAL ETF IVrussell 2000 cov | $2 | – | 100 | +100.0% | 0.00% | – | |
| PAVE | Buy | GLOBAL X U.S. INFRASTRUCTURE DEVELOPus infr dev etf | $3 | -99.8% | 105 | +5.0% | 0.00% | -50.0% |
| WHR | New | WHIRLPOOL CORP | $2 | – | 14 | +100.0% | 0.00% | – |
| DRIV | New | GLOBAL X AUTONOMOUS & ELECTRIC VEHICautonmous ev etf | $2 | – | 100 | +100.0% | 0.00% | – |
| IGV | ISHARES EXPANDED TECH STW SCTR ETFexpanded tech | $3 | -99.9% | 13 | 0.0% | 0.00% | -50.0% | |
| SWKS | SKYWORKS SOLUTIONS | $2 | -99.9% | 21 | 0.0% | 0.00% | -50.0% | |
| CCL | CARNIVAL CORP F | $2 | -99.9% | 213 | 0.0% | 0.00% | -50.0% | |
| New | CAPITAL GROUP GLOBAL GRWT EQY ETF | $2 | – | 85 | +100.0% | 0.00% | – | |
| ARGT | GLOBAL X MSCI ARGENTINA ETFgb msci ar etf | $3 | -99.9% | 89 | 0.0% | 0.00% | -50.0% | |
| IYZ | ISHARES US TELECOM ETF | $2 | -99.9% | 90 | 0.0% | 0.00% | -50.0% | |
| EPI | WISDOMTREE INDIA EARNINGS ETFindia erngs fd | $2 | -99.9% | 75 | 0.0% | 0.00% | -50.0% | |
| ATVI | New | ACTIVISION BLIZZARD | $2 | – | 27 | +100.0% | 0.00% | – |
| IUSV | New | ISHARES CORE S&P US VALUE ETFcore s&p us vlu | $2 | – | 28 | +100.0% | 0.00% | – |
| NIO | NIO INC F SPONSORED ADR 1 ADR REPS 1 ORD SHSspon ads | $2 | -99.9% | 188 | 0.0% | 0.00% | -50.0% | |
| BLACKSTONE SECD LENDING | $2 | -99.9% | 100 | 0.0% | 0.00% | -50.0% | ||
| New | GLOBALFOUNDRIES INC Fordinary shares | $2 | – | 40 | +100.0% | 0.00% | – | |
| FKU | New | FIRST TRUST UK ALPHADEX ETFunit king alph | $3 | – | 103 | +100.0% | 0.00% | – |
| FICO | New | FAIR ISAAC INTL CORP | $3 | – | 5 | +100.0% | 0.00% | – |
| EWA | ISHARES MSCI AUSTRALIA ETFmsci aust etf | $3 | -99.9% | 151 | 0.0% | 0.00% | -50.0% | |
| NZF | New | NUVEEN MUNICIPAL CREDIT | $2 | – | 137 | +100.0% | 0.00% | – |
| NI | New | NISOURCE INC 00500 | $2 | – | 60 | +100.0% | 0.00% | – |
| EVGO | EVGO INC CLASS A | $3 | -99.9% | 600 | 0.0% | 0.00% | -75.0% | |
| EVRG | New | EVERGY INC | $2 | – | 34 | +100.0% | 0.00% | – |
| RGR | New | STURM RUGER & CO INC | $3 | – | 55 | +100.0% | 0.00% | – |
| SPYV | New | SPDR S&P 500 VALUE ETFprtflo s&p500 vl | $3 | – | 82 | +100.0% | 0.00% | – |
| GM | New | GENERAL MOTORS CO | $3 | – | 102 | +100.0% | 0.00% | – |
| GE | Sell | GENERAL ELECTRIC CO TRADES WITH DUE BILLS | $2 | -100.0% | 25 | -98.5% | 0.00% | -98.8% |
| IGLB | New | ISHRS 10 YR INVEST GRADE BOND ETF10+ yr invst grd | $3 | – | 53 | +100.0% | 0.00% | – |
| MOS | New | THE MOSAIC CO | $2 | – | 50 | +100.0% | 0.00% | – |
| AGGY | WISDOMTREE YIELD ENHNC U S AGGRE ETFyield enhancd us | $3 | -99.9% | 74 | 0.0% | 0.00% | -50.0% | |
| ENZL | ISHARES MSCI NWZLND ETFnew zealand etf | $3 | -99.8% | 52 | 0.0% | 0.00% | -50.0% | |
| GNRC | New | GENERAC HOLDINGS INC | $3 | – | 30 | +100.0% | 0.00% | – |
| PSCC | INVSC S&P CONS STAP PORT ETF IVs&p smlcp stap | $3 | -99.9% | 33 | 0.0% | 0.00% | -50.0% | |
| NEM | NEWMONT CORP | $3 | -99.9% | 72 | 0.0% | 0.00% | -50.0% | |
| ICSH | AMPLIFY ONLINE RETAIL ETFblackrock ultra | $3 | -99.9% | 75 | 0.0% | 0.00% | -50.0% | |
| EA | Buy | ELECTRONIC ARTS INC | $3 | -99.8% | 23 | +76.9% | 0.00% | -50.0% |
| PLUG | Sell | PLUG POWER INC | $2 | -100.0% | 130 | -60.6% | 0.00% | -83.3% |
| XLI | Sell | SELECT SECTOR INDUSTRIAL SPDR ETFsbi int-inds | $3 | -99.9% | 35 | -44.4% | 0.00% | -75.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $3 | -100.0% | 20 | -80.0% | 0.00% | -87.5% |
| ETW | EATON VNCE MGD GLBL BUY | $2 | -99.9% | 310 | 0.0% | 0.00% | -50.0% | |
| TAP | MOLSON COORS BEVERAGE CL CLASS Bcl b | $2 | -99.9% | 45 | 0.0% | 0.00% | -50.0% | |
| EMHC | New | SPDR BLOOMBG EMG MRKT LCL BND ETFbloomberg emg mk | $3 | – | 142 | +100.0% | 0.00% | – |
| IPG | INTERPUBLIC GRP COS | $2 | -99.8% | 48 | 0.0% | 0.00% | 0.0% | |
| PRPO | PRECIPIO DIAGNOSTICS INC | $3 | -99.9% | 6,000 | 0.0% | 0.00% | -75.0% | |
| UNP | New | UNION PACIFIC CORP | $3 | – | 13 | +100.0% | 0.00% | – |
| MET | METLIFE INC | $2 | -99.8% | 24 | 0.0% | 0.00% | 0.0% | |
| FISV | New | FISERV INC | $2 | – | 20 | +100.0% | 0.00% | – |
| New | APOLLO GLOBAL MANAGEMENT | $2 | – | 31 | +100.0% | 0.00% | – | |
| VOD | Buy | VODAFONE GROUP F SPONSORED ADR 1 ADR REPS 10 ORD SHSsponsored adr | $3 | -99.9% | 341 | +43.3% | 0.00% | -50.0% |
| THD | ISHARES MSCI THAILAND ETFmsci thailnd etf | $3 | -99.9% | 43 | 0.0% | 0.00% | -50.0% | |
| USHY | New | ISHARES BROAD USD HG YLD CRP BND ETFbroad usd high | $2 | – | 60 | +100.0% | 0.00% | – |
| NEO | NEOGENOMICS INC | $3 | -99.9% | 320 | 0.0% | 0.00% | -50.0% | |
| HBAN | HUNTINGTON BANCSHS | $2 | -99.9% | 145 | 0.0% | 0.00% | -50.0% | |
| VFC | New | VF CORP | $2 | – | 89 | +100.0% | 0.00% | – |
| VLO | VALERO ENERGY CORP | $3 | -99.8% | 22 | 0.0% | 0.00% | -50.0% | |
| HZO | New | MARINEMAX INC | $3 | – | 99 | +100.0% | 0.00% | – |
| DIGITAL WORLD ACQUISITIO CLASS A | $2 | -99.9% | 100 | 0.0% | 0.00% | -50.0% | ||
| WDC | WESTERN DIGITAL CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
| AL | ALCON INC Fcl a | $0 | – | 5 | 0.0% | 0.00% | – | |
| ABNB | Buy | AIRBNB INC CLASS A | $1 | -100.0% | 17 | +6.2% | 0.00% | -100.0% |
| AAP | ADVANCE AUTO PARTS | $0 | – | 3 | 0.0% | 0.00% | – | |
| ACR | New | ACRES COML RLTY CORP F | $0 | – | 1 | +100.0% | 0.00% | – |
| ACAD | ARBUTUS BIOPHARMA CORP F | $1 | -99.9% | 600 | 0.0% | 0.00% | -100.0% | |
| FWONA | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -1 | -100.0% | 0.00% | – |
| ARKG | ARK GENOMIC REVOLUTION ETFgenomic rev etf | $1 | -100.0% | 50 | 0.0% | 0.00% | -100.0% | |
| WOLFSPEED INC | $0 | -100.0% | 7 | 0.0% | 0.00% | -100.0% | ||
| WDAY | Buy | WORKDAY INC CLASS Acl a | $1 | – | 5 | +400.0% | 0.00% | – |
| AMC | New | AMC ENTERTAINMENT CLASS A | $0 | – | 100 | +100.0% | 0.00% | – |
| ZBH | New | ZIMMER BIOMET HLDGS | $1 | – | 4 | +100.0% | 0.00% | – |
| ZTS | ZOETIS INC CLASS Acl a | $1 | -99.9% | 5 | 0.0% | 0.00% | -100.0% | |
| ACGL | New | ARCH CAP GROUP LTD Ford | $1 | – | 23 | +100.0% | 0.00% | – |
| TEAM | ATLASSIAN CORP CLASS Acl a | $0 | – | 2 | 0.0% | 0.00% | – | |
| BBU | New | BROOKFIELD BUSINESS P LPunit ltd lp | $1 | – | 50 | +100.0% | 0.00% | – |
| ETN | EATON CORP PLC F | $0 | – | 3 | 0.0% | 0.00% | – | |
| NBEV | NEWAGE INC | $0 | – | 2,500 | 0.0% | 0.00% | – | |
| New | IMGP DBI MANAGED FUTURES STRTGY ETFimgp dbi managed | $0 | – | 10 | +100.0% | 0.00% | – | |
| NKE | NIKE INC CLASS Bcl b | $0 | – | 4 | 0.0% | 0.00% | – | |
| FWONK | LIBERTY MEDIA CORP SERIES C LIBERTY MEDIA | $0 | – | 1 | 0.0% | 0.00% | – | |
| LSXMK | LIBERTY MEDIA CORP SERIES C LIBERTY SIRIUS XM | $0 | – | 5 | 0.0% | 0.00% | – | |
| LSXMA | LIBERTY MEDIA CORP SERIES A LIBERTY SIRIUS XM | $0 | – | 2 | 0.0% | 0.00% | – | |
| DNOW | New | NOW INC | $1 | – | 50 | +100.0% | 0.00% | – |
| LMACA | New | LIBERTY MEDIA CORP SERIES A LIBERTY MEDIA | $0 | – | 1 | +100.0% | 0.00% | – |
| LBRDK | LIBERTY BROADBAND CO CLASS C | $0 | – | 1 | 0.0% | 0.00% | – | |
| LBRDA | LIBERTY BROADBAND CO CLASS A | $0 | – | 1 | 0.0% | 0.00% | – | |
| LHX | L3HARRIS TECHNOLOGIES IN | $1 | -99.9% | 4 | 0.0% | 0.00% | -100.0% | |
| Sell | KYNDRYL HLDGS INC | $1 | -100.0% | 54 | -75.0% | 0.00% | -100.0% | |
| KRBN | New | KRANESHARES GLOBAL CARBON STG ETF IVglobal carb stra | $0 | – | 13 | +100.0% | 0.00% | – |
| KDP | New | KEURIG DR PEPPER INC | $0 | – | 2 | +100.0% | 0.00% | – |
| KMPH | KEMPHARM INC | $1 | -99.9% | 200 | 0.0% | 0.00% | -100.0% | |
| PCG | New | P G & E CORP | $1 | – | 34 | +100.0% | 0.00% | – |
| PJT | New | P J T PARTNERS INCORPORA CLASS A | $0 | – | 2 | +100.0% | 0.00% | – |
| PPL | New | PPL CORP | $1 | – | 34 | +100.0% | 0.00% | – |
| AMJ | JP MORGAN CHASE ALERIAN ETNalerian ml etn | $1 | -99.9% | 33 | 0.0% | 0.00% | -100.0% | |
| IBTD | New | ISHARES IBONDS TERM TREASURY ETFibonds 23 trm ts | $1 | – | 47 | +100.0% | 0.00% | – |
| REM | ISHARES MORTGAGE REAL ESTATE ETFmortge rel etf | $1 | -99.9% | 31 | 0.0% | 0.00% | -100.0% | |
| EPHE | ISHARES MSCI PHILIPPINES ETFmsci philips etf | $1 | -99.9% | 38 | 0.0% | 0.00% | -100.0% | |
| GSG | New | ISHARES S&P GSCI COMMODITY INDEXED Tunit ben int | $0 | – | 10 | +100.0% | 0.00% | – |
| IHE | New | ISHARES US PHARMACEUTICALS ETFu.s. pharma etf | $1 | – | 4 | +100.0% | 0.00% | – |
| IHF | New | ISHARES US HEALTHCARE PRO ETFus hlthcr pr etf | $1 | – | 5 | +100.0% | 0.00% | – |
| New | PORTILLOS INC | $0 | – | 13 | +100.0% | 0.00% | – | |
| USRT | ISHARES CORE US REIT ETF IVcre u s reit etf | $1 | -99.9% | 25 | 0.0% | 0.00% | -100.0% | |
| IYM | New | ISHARES US BASIC MATERIALS ETFu.s. bas mtl etf | $1 | – | 6 | +100.0% | 0.00% | – |
| PRU | PRUDENTIAL FINL | $1 | -99.9% | 15 | 0.0% | 0.00% | -100.0% | |
| RH | New | RH | $1 | – | 5 | +100.0% | 0.00% | – |
| RLX | New | RLX TECHNOLOGY INC SPO F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored ads | $1 | – | 500 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORP CLASS Acl a | $1 | – | 25 | +100.0% | 0.00% | – |
| SPGI | S&P GLOBAL INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| IRDM | New | IRIDIUM COMMUNICATIONS I | $0 | – | 5 | +100.0% | 0.00% | – |
| IONS | IONIS PHARMACEUTICALS IN | $0 | – | 11 | 0.0% | 0.00% | – | |
| RWR | SPDR DOW JONES REIT ETFdj reit etf | $1 | -99.9% | 14 | 0.0% | 0.00% | -100.0% | |
| DBO | New | INVESCO DB OIL FUNDoilfd | $1 | – | 65 | +100.0% | 0.00% | – |
| PXH | INVESCO FTSE RAFI EMERGING MARKETS ETFftse rafi emng | $0 | – | 2 | 0.0% | 0.00% | – | |
| DBC | New | INVESCO DB COMMODITY INDEX TRACKINGunit | $0 | – | 19 | +100.0% | 0.00% | – |
| SPGP | New | INVESCO S AND P 500 GARP ETFs&p 500 garp etf | $1 | – | 7 | +100.0% | 0.00% | – |
| ISRG | Buy | INTUITIVE SURGICAL | $1 | – | 5 | +400.0% | 0.00% | – |
| ADRE | INVS BLDRS EMERGING MARKT 50 ADR ETFemgring mkts50 | $1 | -99.9% | 31 | 0.0% | 0.00% | -100.0% | |
| IP | INTERNTNL PAPER | $1 | -99.9% | 39 | 0.0% | 0.00% | -100.0% | |
| PODD | INSULET CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| NSPR | INSPIREMD INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| IMGN | IMMUNOGEN INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| HYMC | HYCROFT MNG HLDG CORP CLASS A | $0 | – | 200 | 0.0% | 0.00% | – | |
| HUBS | HUBSPOT INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| HR | New | HEALTHCARE REALTY TRUST CLASS A | $0 | – | 1 | +100.0% | 0.00% | – |
| GH | GUARDANT HEALTH INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| GDDY | New | GO DADDY GROUP INC CLASS Acl a | $0 | – | 3 | +100.0% | 0.00% | – |
| GPN | New | GLOBAL PAYMENTS INC | $1 | – | 13 | +100.0% | 0.00% | – |
| METX | Exit | METEN HOLDING GROUP LTD | $0 | – | -67 | -100.0% | 0.00% | – |
| SMG | New | SCOTTS MIRACLE GRO COcl a | $0 | – | 2 | +100.0% | 0.00% | – |
| SE | SEA LTD F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsord ads | $0 | – | 2 | 0.0% | 0.00% | – | |
| IT | New | GARTNER INC | $1 | – | 2 | +100.0% | 0.00% | – |
| GTBP | GT BIOPHARMA INC | $0 | – | 44 | 0.0% | 0.00% | – | |
| SHAK | New | SHAKE SHACK CLASS Acl a | $1 | – | 16 | +100.0% | 0.00% | – |
| SHOP | Sell | SHOPIFY INC F CLASS Acl a | $1 | -100.0% | 43 | -78.5% | 0.00% | -100.0% |
| FCX | FREEPORT-MCMORAN INCcl b | $0 | – | 11 | 0.0% | 0.00% | – | |
| SITC | New | SITE CTRS CORP | $1 | – | 75 | +100.0% | 0.00% | – |
| SNAP | SNAP INC CLASS Acl a | $0 | – | 5 | 0.0% | 0.00% | – | |
| SOFI | New | SOFI TECHNOLOGIES INC | $1 | – | 200 | +100.0% | 0.00% | – |
| New | FIRST WATCH RESTAURANT G | $0 | – | 18 | +100.0% | 0.00% | – | |
| SR | Sell | SPIRE INC | $1 | -100.0% | 10 | -98.8% | 0.00% | -100.0% |
| FYT | New | FIRST TR SMALL CAP VALU ALPHADEX ETFsml cap val alph | $1 | – | 25 | +100.0% | 0.00% | – |
| FJP | New | FIRST TRUST JAPAN ALPHADEX ETFjapan alphadex | $1 | – | 15 | +100.0% | 0.00% | – |
| SQ | New | BLOCK INC CLASS Acl a | $1 | – | 12 | +100.0% | 0.00% | – |
| FIS | FIDELITY NATL INFO | $0 | – | 3 | 0.0% | 0.00% | – | |
| AGNC | New | A G N C INVESTMENT CORP REIT | $0 | – | 5 | +100.0% | 0.00% | – |
| STEM | STEM INC | $1 | -100.0% | 162 | 0.0% | 0.00% | -100.0% | |
| EMQQ | New | EMQQ EMRNG MKT INTRNT ECMRC ETFemqq em intern | $1 | – | 20 | +100.0% | 0.00% | – |
| STRAN & CO INC | $0 | – | 280 | 0.0% | 0.00% | – | ||
| SPWR | SUNPOWER CORP | $0 | – | 9 | 0.0% | 0.00% | – | |
| TTWO | New | TAKE TWO INTERACTV | $1 | – | 10 | +100.0% | 0.00% | – |
| ETSY | ETSY INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| TXG | 10X GENOMICS INC CLASS A | $0 | – | 1 | 0.0% | 0.00% | – | |
| EQIX | EQUINIX INC REIT | $1 | -99.9% | 1 | 0.0% | 0.00% | -100.0% | |
| EPAM | New | EPAM SYSTEMS INC | $1 | – | 3 | +100.0% | 0.00% | – |
| TMO | THERMO FISHER SCNTFC | $1 | -99.9% | 2 | 0.0% | 0.00% | -100.0% | |
| WATT | New | ENERGOUS CORP | $0 | – | 70 | +100.0% | 0.00% | – |
| TLRY | TILRAY BRANDS INC CLASS 2 | $0 | – | 135 | 0.0% | 0.00% | – | |
| EW | New | EDWARDS LIFESCIENCES | $1 | – | 16 | +100.0% | 0.00% | – |
| TSN | TYSON FOODS INC CLASS Acl a | $1 | -100.0% | 23 | 0.0% | 0.00% | -100.0% | |
| UBER | Buy | UBER TECHNOLOGIES INC | $1 | -99.9% | 36 | +89.5% | 0.00% | -100.0% |
| PATH | UIPATH INC CLASS Acl a | $0 | – | 3 | 0.0% | 0.00% | – | |
| SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -3 | -100.0% | 0.00% | – |
| UPS | UNITED PARCEL SRVC CLASS Bcl b | $1 | -99.9% | 5 | 0.0% | 0.00% | -100.0% | |
| New | DUTCH BROS INC CLASS Acl a | $0 | – | 13 | +100.0% | 0.00% | – | |
| DKNG | New | DRAFTKINGS INC NEW CLASS A | $1 | – | 100 | +100.0% | 0.00% | – |
| UNIT | New | UNITI GROUP INC | $0 | – | 14 | +100.0% | 0.00% | – |
| U | UNITY SOFTWARE INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| DLB | DOLBY LABORATORIES CLASS A | $0 | – | 6 | 0.0% | 0.00% | – | |
| DNN | DENISON MINES CORP F | $0 | – | 50 | 0.0% | 0.00% | – | |
| SMH | New | VANECK SEMICONDUCTOR ETFsemiconductr etf | $1 | – | 4 | +100.0% | 0.00% | – |
| DDOG | New | DATADOG INC CLASS A | $1 | – | 13 | +100.0% | 0.00% | – |
| DXC | Buy | D X C TECHNOLOGY CO 0050 | $0 | – | 14 | +16.7% | 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% | – | |
| COTY | New | COTY INC CLASS A | $1 | – | 150 | +100.0% | 0.00% | – |
| New | CORE & MAIN INC CLASS Acl a | $0 | – | 12 | +100.0% | 0.00% | – | |
| CONTEXT THERAPEUTICS INC | $0 | – | 155 | 0.0% | 0.00% | – | ||
| COHERENT CORP | $0 | – | 10 | 0.0% | 0.00% | – | ||
| C | CITIGROUP INC | $1 | -99.9% | 27 | 0.0% | 0.00% | -100.0% | |
| CRL | CHARLES RIVER LABS | $0 | – | 1 | 0.0% | 0.00% | – | |
| CHPT | New | CHARGEPOINT HOLDINGS INC CLASS A | $0 | – | 31 | +100.0% | 0.00% | – |
| VTWO | New | VANGUARD RUSSELL 2000 ETF IVvng rus2000idx | $1 | – | 13 | +100.0% | 0.00% | – |
| CRNC | CERENCE INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| CTLT | New | CATALENT INC | $0 | – | 3 | +100.0% | 0.00% | – |
| CGC | Buy | CANOPY GROWTH CORP F | $0 | – | 121 | +476.2% | 0.00% | – |
| VBK | VBI VACCINES INC Fsml cp grw etf | $0 | -100.0% | 1,150 | 0.0% | 0.00% | -100.0% | |
| CP | New | CANADIAN PAC RAILWAY F | $1 | – | 20 | +100.0% | 0.00% | – |
| CZR | New | CAESARS ENTMT INC NEW | $1 | – | 13 | +100.0% | 0.00% | – |
| New | BROOKFIELD BUSINESS CO F CLASS Acl a | $0 | – | 20 | +100.0% | 0.00% | – | |
| GOLD | New | BARRICK GOLD CORP F | $0 | – | 21 | +100.0% | 0.00% | – |
| VRSN | New | VERISIGN INC | $1 | – | 4 | +100.0% | 0.00% | – |
| AGR | New | AVANGRID INC | $1 | – | 34 | +100.0% | 0.00% | – |
| ACB | Buy | AURORA CANNABIS INC F | $0 | – | 32 | +100.0% | 0.00% | – |
| ASTR | ASTRA SPACE INC | $1 | -99.9% | 1,600 | 0.0% | 0.00% | -100.0% | |
| SPCE | New | VIRGIN GALACTIC HLDGS IN CLASS A | $0 | – | 25 | +100.0% | 0.00% | – |
| AIG | New | AMERICAN INTL GROUP | $0 | – | 6 | +100.0% | 0.00% | – |
| WBA | WALGREENS BOOTS ALLI | $1 | -99.9% | 31 | 0.0% | 0.00% | -100.0% | |
| New | ARGENT MID CAP ETF IVargent mid cap | $1 | – | 27 | +100.0% | 0.00% | – | |
| New | GENERATION Z ETFgeneration z etf | $0 | – | 17 | +100.0% | 0.00% | – | |
| IVZ | INVESCO LTD F | $1 | -99.9% | 60 | 0.0% | 0.00% | -100.0% | |
| JCI | JOHNSON CONTROLS INTER F | $1 | -99.9% | 13 | 0.0% | 0.00% | -100.0% | |
| MANU | New | MANCHESTER UTD PLC F CLASS Aord cl a | $0 | – | 10 | +100.0% | 0.00% | – |
| MDT | MEDTRONIC PLC F | $0 | – | 3 | 0.0% | 0.00% | – | |
| New | METEN HOLDING GROUP LT F | $0 | – | 67 | +100.0% | 0.00% | – | |
| APTV | APTIV PLC F | $0 | – | 3 | 0.0% | 0.00% | – | |
| AMCX | AMC NETWORKS INC CL CLASS Acl a | $0 | – | 4 | 0.0% | 0.00% | – | |
| NCLH | NORWEGIAN CRUISE LIN F | $0 | – | 29 | 0.0% | 0.00% | – | |
| PNR | New | PENTAIR PLC F | $0 | – | 5 | +100.0% | 0.00% | – |
| TEL | TE CONNECTIVITY LTD F | $1 | -99.9% | 7 | 0.0% | 0.00% | -100.0% | |
| SPOT | New | SPOTIFY TECHNOLOGY F | $1 | – | 8 | +100.0% | 0.00% | – |
| ASML | ASML HOLDING N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $1 | – | 1 | 0.0% | 0.00% | – | |
| Exit | NEXGEL INC | $0 | – | -3 | -100.0% | 0.00% | – | |
| IHY | Exit | VANECK VECTORS ETF TRintl high yield | $0 | – | -1 | -100.0% | 0.00% | – |
| Exit | PENTAIR PLC | $0 | – | -5 | -100.0% | 0.00% | – | |
| MICRO FOCUS INTERNTNL F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSspon adr new | $0 | – | 15 | 0.0% | 0.00% | – | ||
| MSTR | MICROSTRATEGY INC CLASS Acl a new | $1 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
| MTCH | MATCH GROUP INC NEW | $0 | – | 3 | 0.0% | 0.00% | – | |
| MDB | New | MONGODB INC CLASS Acl a | $0 | – | 1 | +100.0% | 0.00% | – |
| NAV | NORTHERN DYN MINERL F | $1 | -99.9% | 3,750 | 0.0% | 0.00% | -100.0% | |
| MIN | MFS INTERMEDIATE INCOMEsh ben int | $0 | – | 166 | 0.0% | 0.00% | – | |
| LYFT | LYFT INC CLASS A | $0 | – | 5 | 0.0% | 0.00% | – | |
| LYV | New | LIVE NATION ENTRTMNT | $1 | – | 17 | +100.0% | 0.00% | – |
| QLGN | Exit | QUALIGEN THERAPEUTICS INC | $0 | – | -3,500 | -100.0% | -0.00% | – |
| AVGOP | Exit | BROADCOM INC8% mcnv pfd sr a | $0 | – | -1 | -100.0% | -0.00% | – |
| ATNM | Exit | ACTINIUM PHARMACEUTICALS INC | $0 | – | -79 | -100.0% | -0.00% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -10 | -100.0% | -0.00% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -6 | -100.0% | -0.00% | – |
| RYLD | Exit | GLOBAL X FDSrussell 2000 | $0 | – | -100 | -100.0% | -0.00% | – |
| Exit | HALEON PLCspon ads | $0 | – | -304 | -100.0% | -0.00% | – | |
| IBHD | Exit | ISHARES TRibonds 24 trm hg | $0 | – | -120 | -100.0% | -0.00% | – |
| BDXB | Exit | BECTON DICKINSON & CO6% dp conv pfd b | $0 | – | -37 | -100.0% | -0.00% | – |
| CLF | Exit | CLEVELAND-CLIFFS INC | $0 | – | -200 | -100.0% | -0.00% | – |
| HKIB | Exit | AMTD IDEA GROUPsponsored ads | $0 | – | -1,500 | -100.0% | -0.00% | – |
| WRK | Exit | WESTROCK CO | $0 | – | -100 | -100.0% | -0.00% | – |
| EBND | Exit | SPDR SER TRbloomberg emergi | $0 | – | -142 | -100.0% | -0.00% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -10 | -100.0% | -0.00% | – |
| YOLO | Exit | ADVISORSHARES TRpure cannabis | $0 | – | -360 | -100.0% | -0.00% | – |
| IOVA | Exit | IOVANCE BIOTHERAPEUTICS INC | $0 | – | -250 | -100.0% | -0.00% | – |
| TOKE | Exit | CAMBRIA ETF TRcannabis etf | $0 | – | -430 | -100.0% | -0.00% | – |
| MRO | Exit | MARATHON OIL CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| FANG | Exit | DIAMONDBACK ENERGY INC | $0 | – | -20 | -100.0% | -0.00% | – |
| MNTK | Exit | MONTAUK RENEWABLES INC | $0 | – | -250 | -100.0% | -0.00% | – |
| BAMR | Exit | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $0 | – | -106 | -100.0% | -0.00% | – |
| PULS | Exit | PGIM ETF TRpgim ultra sh bd | $0 | – | -99 | -100.0% | -0.00% | – |
| WAB | Exit | WABTEC | $0 | – | -71 | -100.0% | -0.01% | – |
| VERU | Exit | VERU INC | $0 | – | -525 | -100.0% | -0.01% | – |
| CAPE | Exit | BARCLAYS BANK PLCipth shilr cape | $0 | – | -390 | -100.0% | -0.01% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -391 | -100.0% | -0.01% | – |
| BMO | Exit | BANK MONTREAL QUE | $0 | – | -95 | -100.0% | -0.01% | – |
| AVAV | Exit | AEROVIRONMENT INC | $0 | – | -100 | -100.0% | -0.01% | – |
| MPLX | Exit | MPLX LP | $0 | – | -326 | -100.0% | -0.01% | – |
| NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -258 | -100.0% | -0.01% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -328 | -100.0% | -0.01% | – |
| PHM | Exit | PULTE GROUP INC | $0 | – | -400 | -100.0% | -0.01% | – |
| BNGO | Exit | BIONANO GENOMICS INC | $0 | – | -8,000 | -100.0% | -0.01% | – |
| Exit | OSI ETF TR | $0 | – | -650 | -100.0% | -0.01% | – | |
| OCGN | Exit | OCUGEN INC | $0 | – | -8,910 | -100.0% | -0.01% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -100 | -100.0% | -0.01% | – |
| GLOB | Exit | GLOBANT S A | $0 | – | -100 | -100.0% | -0.02% | – |
| SPIP | Exit | SPDR SER TRportfli tips etf | $0 | – | -839 | -100.0% | -0.02% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -323 | -100.0% | -0.02% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -310 | -100.0% | -0.02% | – |
| SAVA | Exit | CASSAVA SCIENCES INC | $0 | – | -760 | -100.0% | -0.03% | – |
| AZAL | Exit | AIM ETF PRODUCTS TRUSTus lrg cap buf10 | $0 | – | -5,052 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-15
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.