$219 Thousand is the total value of Retirement Group, LLC's 780 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 27.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKB | Buy | BERKSHIRE HATHAWAY CLASS Bcl b new | $38,623 | +8.1% | 125,087 | +8.1% | 17.62% | +1.7% |
XLG | Buy | INVSC S P 500 TOP 50 ETFs&p 500 top 50 | $16,797 | +16.1% | 54,095 | +3.2% | 7.66% | +9.3% |
XOM | Sell | EXXON MOBIL CORP | $12,095 | -6.4% | 110,296 | -5.9% | 5.52% | -11.9% |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFus dividend eq | $9,837 | -2.6% | 134,456 | +0.6% | 4.49% | -8.3% |
TLT | Sell | ISHARES 20 PLS YEAR TREASURY BND ETF20 yr tr bd etf | $9,710 | -11.2% | 91,281 | -16.9% | 4.43% | -16.4% |
MDYV | Buy | SPDR S&P 400 MID CAP VALUE ETFs&p 400 mdcp val | $9,115 | +4.4% | 137,944 | +2.3% | 4.16% | -1.7% |
SHY | Buy | ISHARES 1-3 YEAR TREASRY BOND ETF1 3 yr treas bd | $8,636 | +21.5% | 105,116 | +20.1% | 3.94% | +14.4% |
SLYV | Buy | SPDR S&P 600 SMALL CAP VALUE ETFs&p 600 smcp val | $8,607 | +4.7% | 112,982 | +2.0% | 3.93% | -1.5% |
VTV | Buy | VANGUARD VALUE ETFvalue etf | $5,451 | +1.6% | 39,468 | +3.3% | 2.49% | -4.4% |
CVX | Sell | CHEVRON CORP | $5,070 | -11.2% | 31,073 | -2.3% | 2.31% | -16.4% |
CAT | Buy | CATERPILLAR INC | $4,510 | -3.8% | 19,706 | +0.7% | 2.06% | -9.5% |
JEF | Buy | JEFFERIES FINL | $4,024 | +10.6% | 126,782 | +19.5% | 1.84% | +4.1% |
AAPL | Buy | APPLE INC | $3,783 | +310.3% | 22,941 | +223.2% | 1.73% | +286.1% |
QQQ | Sell | INVSC QQQ TRUST SRS 1 ETFunit ser 1 | $3,749 | +15.1% | 11,683 | -7.2% | 1.71% | +8.2% |
VUG | Sell | VANGUARD GROWTH ETFgrowth etf | $2,948 | +16.0% | 11,819 | -0.9% | 1.34% | +9.2% |
IVV | Sell | ISHARES CORE S&P 500 ETFcore s&p500 etf | $2,643 | +6.7% | 6,430 | -0.3% | 1.21% | +0.4% |
Buy | BROOKFIELD CORP F CLASS Acl a ltd vt sh | $2,611 | +33.5% | 80,123 | +28.9% | 1.19% | +25.6% | |
SCHZ | Buy | SCHWAB US AGGREGATE BOND ETFus aggregate b | $2,448 | +16.1% | 52,180 | +12.9% | 1.12% | +9.3% |
VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFdiv app etf | $2,381 | +1.0% | 15,461 | -0.4% | 1.09% | -5.0% |
T | Sell | A T & T INC | $2,187 | +3.3% | 113,632 | -1.2% | 1.00% | -2.7% |
SCHP | Buy | SCHWAB US TIPS ETFus tips etf | $2,104 | +14.7% | 39,240 | +10.7% | 0.96% | +7.9% |
BABA | Buy | ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHSsponsored ads | $1,764 | +21.9% | 17,266 | +5.1% | 0.80% | +14.7% |
NVDA | Buy | NVIDIA CORP | $1,443 | +91.1% | 5,196 | +0.6% | 0.66% | +79.8% |
SGOL | Buy | ABRDN PHYSICAL GOLD SHARES ETF | $1,437 | +10.6% | 76,127 | +2.4% | 0.66% | +4.1% |
AMZN | Buy | AMAZON.COM INC | $1,411 | +31.7% | 13,657 | +7.1% | 0.64% | +24.1% |
PDI | Sell | PIMCO DYNAMIC INCOME CF | $1,333 | -29.3% | 73,947 | -27.5% | 0.61% | -33.5% |
COP | Sell | CONOCOPHILLIPS | $1,295 | -27.2% | 13,053 | -13.4% | 0.59% | -31.4% |
SRLN | Sell | SPDR BLACKSTONE SENIOR LOAN ETFblkstn gsosrln | $1,234 | +0.7% | 29,775 | -0.6% | 0.56% | -5.2% |
SDY | Buy | SPDR S&P DIVIDEND ETFs&p divid etf | $1,216 | +55.7% | 9,826 | +57.3% | 0.56% | +46.4% |
MSFT | Buy | MODERNA INC | $1,156 | +20.8% | 4,019 | +0.7% | 0.53% | +13.6% |
SCHO | Sell | SCHWAB SHORT TERM US TREASURY ETFsht tm us tres | $1,137 | -23.3% | 23,310 | -24.1% | 0.52% | -27.7% |
FPE | Sell | FIRST TRUST PREFERRED SEC INCOME ETFpfd secs inc etf | $1,123 | -9.0% | 70,345 | -4.2% | 0.51% | -14.4% |
VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFtotal stk mkt | $1,079 | +8.6% | 5,287 | +1.7% | 0.49% | +2.1% |
SCHR | Sell | SCHWAB INTERMEDIATE TERM US TRS ETFintrm trm tres | $1,048 | -21.7% | 20,775 | -23.6% | 0.48% | -26.3% |
VYM | Sell | VANGUARD HIGH DIVIDEND YIELD ETFhigh div yld | $1,047 | -5.2% | 9,925 | -2.8% | 0.48% | -10.8% |
FTSL | Buy | FIRST TRUST SENIOR LOAN ETFsenior ln fd | $1,020 | +4.6% | 22,543 | +3.1% | 0.46% | -1.7% |
SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFintl eqty etf | $1,018 | +5.7% | 29,264 | -2.1% | 0.46% | -0.6% |
VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFftse dev mkt etf | $926 | +6.9% | 20,506 | -0.6% | 0.42% | +0.5% |
VDE | Buy | VANGUARD ENERGY ETFenergy etf | $922 | +0.9% | 8,068 | +7.1% | 0.42% | -5.0% |
SCHB | Sell | SCHWAB US BROAD MARKET ETFus brd mkt etf | $905 | -24.1% | 18,907 | -28.9% | 0.41% | -28.5% |
SCHH | Buy | CHARLES SCHWAB US REIT ETFus reit etf | $906 | +1.9% | 46,472 | +0.8% | 0.41% | -4.2% |
O | Buy | REALTY INCOME CORP REIT | $869 | +2.0% | 13,717 | +2.1% | 0.40% | -4.1% |
IWM | Sell | ISHARES RUSSELL 2000 ETFrussell 2000 etf | $817 | +1.9% | 4,580 | -0.4% | 0.37% | -4.1% |
BX | Sell | BLACKSTONE INC | $786 | +14.7% | 8,952 | -3.1% | 0.36% | +8.1% |
SPY | Sell | SPDR S&P 500 ETFtr unit | $778 | -69.3% | 1,900 | -71.3% | 0.36% | -71.1% |
PDBC | Sell | INVSC ACTVLY MNG OPTM YD DVRS ETFoptimum yield | $759 | -4.4% | 53,359 | -0.7% | 0.35% | -10.1% |
Buy | ALPS O SHARES U S QLTY DIVID ETFoshares us qualt | $729 | +81.8% | 17,285 | +78.7% | 0.33% | +71.6% | |
BAM | Buy | BROOKFIELD ASSET MANAG F CLASS Acl a ltd vt sh | $713 | +62.8% | 21,786 | +42.7% | 0.32% | +53.3% |
BCI | Buy | ABRDN BLMBRG ALL CM SG K 1 FR ETF | $713 | +7.7% | 34,317 | +14.4% | 0.32% | +1.2% |
ADBE | ADOBE INC | $713 | +14.6% | 1,849 | 0.0% | 0.32% | +7.6% | |
IVLU | Sell | ISHARES MSCI INTL VALUE FACTOR ETFmsci intl vlu ft | $702 | -11.0% | 28,312 | -16.9% | 0.32% | -16.4% |
XLE | Buy | ENERGY SELECT SECTOR SPDR ETFenergy | $665 | +9.9% | 8,024 | +16.0% | 0.30% | +3.4% |
PGX | New | INVESCO PREFERRED ETFpfd etf | $622 | – | 54,172 | +100.0% | 0.28% | – |
PSX | Sell | PHILLIPS 66 | $596 | -33.1% | 5,877 | -31.3% | 0.27% | -37.0% |
SCHV | Sell | SCHWAB US LARGE CAP VALUE ETFus lcap va etf | $593 | -20.6% | 9,036 | -20.2% | 0.27% | -25.1% |
SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $566 | +0.5% | 24,497 | 0.0% | 0.26% | -5.5% | |
DIVO | Buy | AMPLIFY CWP ENHANCED DIV INM ETFtr cwp enhanced div | $558 | +277.0% | 15,730 | +281.3% | 0.26% | +254.2% |
IJH | Sell | ISHARES CORE S&P MID CAP ETFcore s&p mcp etf | $544 | -3.4% | 2,175 | -6.5% | 0.25% | -9.2% |
SCHE | Sell | SCHWAB EMERGING MARKETS EQUITY ETFemrg mkteq etf | $514 | +2.0% | 20,965 | -1.6% | 0.23% | -4.1% |
MTUM | Sell | ISHARES MSCI USA MOMNTUM FCT ETFmsci usa mmentm | $492 | -17.9% | 3,542 | -13.7% | 0.22% | -22.8% |
LQD | Buy | ISHARES IBOXX INVT GRADE BOND ETFiboxx inv cp etf | $480 | +42.4% | 4,375 | +36.8% | 0.22% | +34.4% |
RDIV | INVESCO S P ULTRA DIVIDEND REV ETFs&p ultra divide | $410 | -5.5% | 9,955 | 0.0% | 0.19% | -11.0% | |
RSP | Buy | INVSC S P 500 EQUAL WEIGHT ETFs&p500 eql wgt | $399 | +329.0% | 2,557 | +340.9% | 0.18% | +304.4% |
SDOG | Buy | ALPS SECTOR DIVIDEND DOGS ETFsectr div dogs | $396 | +39.9% | 7,725 | +40.5% | 0.18% | +32.1% |
DGRO | Sell | ISHARES CORE DIVIDEND GROWTH ETFcore div grwth | $391 | -69.4% | 7,830 | -69.3% | 0.18% | -71.2% |
OGIG | Buy | OCUGEN INC | $378 | +13.9% | 22,785 | +1.0% | 0.17% | +6.8% |
Sell | WARNER BROTHERS DISCOVER | $364 | +50.4% | 24,125 | -5.6% | 0.17% | +41.9% | |
EFAV | Sell | ISHARES MSCI EAF MIN VOL FCT ETFmsci eafe min vl | $344 | +3.6% | 5,087 | -2.6% | 0.16% | -2.5% |
AFIN | THE NECESSITY RETAIL REI CLASS A | $342 | +6.2% | 54,380 | 0.0% | 0.16% | 0.0% | |
Buy | INVENTRUST PPTYS CORP | $337 | +56.7% | 14,421 | +58.5% | 0.15% | +48.1% | |
BBDC | Buy | BARINGS BDC INC | $334 | +74.9% | 42,005 | +78.8% | 0.15% | +63.4% |
FDL | Buy | FIRST TRUST MORNINGSTAR DIV LDRS ETF | $320 | +1677.8% | 9,000 | +1700.0% | 0.15% | +1522.2% |
XMHQ | Buy | INVESCO S&P MIDCAP QUALITY ETFs&p mdcp quality | $307 | +7.0% | 4,182 | +0.5% | 0.14% | +0.7% |
MO | Buy | MONSTER BEVERAGE CORPORA | $301 | +16.7% | 6,743 | +20.4% | 0.14% | +9.6% |
WFC | Buy | WELLS FARGO & CO | $281 | +1238.1% | 7,510 | +1372.5% | 0.13% | +1180.0% |
GOOGL | Buy | ALPHABET INC. CLASS Acap stk cl a | $262 | +18.6% | 2,526 | +0.8% | 0.12% | +12.1% |
New | VITESSE ENERGY INC | $259 | – | 13,624 | +100.0% | 0.12% | – | |
GOOG | ALPHABET INC. CLASS Ccap stk cl c | $259 | +17.2% | 2,495 | 0.0% | 0.12% | +10.3% | |
ABBV | ABBVIE INC | $253 | -1.6% | 1,588 | 0.0% | 0.12% | -8.0% | |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR ETFtechnology | $253 | +21.6% | 1,674 | +0.2% | 0.12% | +13.9% |
Buy | ALLIANZIM US LARGE CAP BUFF10 ETFallianzim u s la | $250 | +78.6% | 8,538 | +69.0% | 0.11% | +67.6% | |
ADI | ANALOG DEVICES INC | $239 | +20.1% | 1,211 | 0.0% | 0.11% | +13.5% | |
SCHG | Buy | SCHWAB US LARGE CAP GROWTH ETFus lcap gr etf | $236 | +17.4% | 3,620 | +0.0% | 0.11% | +11.3% |
AMLP | Buy | ALPS ALERIAN MLP ETFalerian mlp | $234 | +23.8% | 6,063 | +22.1% | 0.11% | +16.3% |
WPM | WHEATON PRECIOUS METAL F | $226 | +22.8% | 4,700 | 0.0% | 0.10% | +15.7% | |
PCG | Buy | P G & E CORP | $226 | +22500.0% | 14,000 | +41076.5% | 0.10% | – |
NOBL | Sell | PROSHARES S&P 500 DIV ARISTOCRAT ETFs&p 500 dv arist | $220 | -5.6% | 2,414 | -6.8% | 0.10% | -11.5% |
VT | Sell | VANGUARD TOTAL WORLD STOCK ETFtt wrld st etf | $214 | -1.4% | 2,320 | -7.9% | 0.10% | -6.7% |
PGHY | Sell | INVSC GLBL SHRT TRM HGH YLD BND ETFgbl srt trm hy | $213 | -4.1% | 11,100 | -3.9% | 0.10% | -10.2% |
SLV | ISHARES SILVER TRUST ETFishares | $206 | +0.5% | 9,303 | 0.0% | 0.09% | -5.1% | |
PSLV | SPROTT PHYSICAL SILVER Etr unit | $204 | +1.0% | 24,480 | 0.0% | 0.09% | -5.1% | |
SYLD | New | CAMBRIA SHAREHOLDER YIELD ETF | $201 | – | 3,420 | +100.0% | 0.09% | – |
HERD | PACER US CASH COWS 100 ETFcash cows etf | $196 | +1.6% | 4,177 | 0.0% | 0.09% | -5.3% | |
VLUE | Sell | ISHARES MSCI USA VALUE FACTOR ETFmsci usa value | $190 | +1.1% | 2,052 | -0.7% | 0.09% | -4.4% |
FB | Buy | META PLATFORMS INC CLASS Acl a | $187 | +87.0% | 880 | +6.0% | 0.08% | +77.1% |
IGSB | Sell | ISHARES TR IS 1-5 YR IN GR CR BD ETF | $180 | -29.7% | 3,556 | -30.8% | 0.08% | -33.9% |
IJR | Buy | ISHARES CORE S&P SMALL CAP ETFcore s&p scp etf | $180 | +2.9% | 1,857 | +0.3% | 0.08% | -3.5% |
KMI | Buy | KINDER MORGAN INC | $174 | +141.7% | 9,936 | +149.1% | 0.08% | +125.7% |
CWB | Sell | SPDR BLOOMBERG CONVRTBL SECRS ETFblmbrg brc cnvrt | $171 | -1.2% | 2,547 | -5.4% | 0.08% | -7.1% |
VRP | Sell | INVESCO VARIABLE RATE PREFERRED ETFvar rate pfd | $170 | -13.3% | 7,681 | -12.4% | 0.08% | -17.9% |
VZ | Buy | VERIZON COMMUNICATN | $167 | -1.2% | 4,295 | +0.4% | 0.08% | -7.3% |
DVY | Sell | ISHARES SELECT DIVIDEND ETFselect divid etf | $162 | -30.2% | 1,379 | -28.2% | 0.07% | -33.9% |
SPHD | Buy | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFs&p500 hdl vol | $163 | -3.6% | 3,868 | +0.1% | 0.07% | -9.8% |
BP | Sell | BP PLC F SPONSORED ADR 1 ADR REPS 6 ORD SHSsponsored adr | $159 | +6.0% | 10,015 | -16.3% | 0.07% | 0.0% |
TSLA | Buy | TESLA INC | $161 | +182.5% | 775 | +68.1% | 0.07% | +160.7% |
WM | Sell | WASTE MANAGEMENT INC | $157 | -15.1% | 962 | -18.6% | 0.07% | -20.0% |
ESHY | Buy | ISHARES ESG AWARE MSCI USA ETFxtrck jp mrg esg | $157 | +7.5% | 1,734 | +0.5% | 0.07% | +1.4% |
SOXX | Buy | ISHARES SEMICONDUCTOR ETFphlx semicnd etf | $156 | +108.0% | 351 | +62.5% | 0.07% | +97.2% |
EXG | EATON VANCE TAX MAN GL D | $155 | +3.3% | 19,887 | 0.0% | 0.07% | -2.7% | |
SLQD | Sell | ISHRS 0-5 YEAR INV GRD CRPRAT ETF0-5yr invt gr cp | $153 | -46.1% | 3,150 | -47.0% | 0.07% | -49.3% |
XLU | Buy | SELECT SECTOR UTI SELECT SPDR ETFsbi int-utils | $152 | -3.8% | 2,246 | +0.1% | 0.07% | -10.4% |
Buy | IMGP DBI MANAGED FUTURES STRTGY ETFimgp dbi managed | $148 | – | 5,610 | +56000.0% | 0.07% | – | |
PFE | Buy | PFIZER INC | $144 | -16.3% | 3,541 | +5.2% | 0.07% | -20.5% |
SPSB | Sell | SPDR SHORT TERM CORPORATE BND ETFportfolio short | $144 | -41.7% | 4,845 | -42.4% | 0.07% | -45.0% |
GDX | VANECK GOLD MINERS ETFgold miners etf | $143 | +12.6% | 4,434 | 0.0% | 0.06% | +4.8% | |
PCEF | Buy | INVESCO CEF INCOME COMPOSITE ETF | $142 | +2.9% | 7,775 | +1.8% | 0.06% | -3.0% |
IHI | Sell | ISHARES US MEDICAL DEVICES ETFu.s. med dvc etf | $136 | +0.7% | 2,526 | -1.9% | 0.06% | -4.6% |
SPHY | SPDR PORTFOLIO HIGH YIELD BND ETFportfli high yld | $137 | +3.0% | 5,951 | 0.0% | 0.06% | -3.1% | |
XLP | SPDR FUND CONSUMER STAPLES ETFsbi cons stpls | $134 | 0.0% | 1,798 | 0.0% | 0.06% | -6.2% | |
SHYG | Buy | ISHARES HIGH YIELD CORPORAT BOND ETF0-5yr hi yl cp | $132 | +2.3% | 3,173 | +0.2% | 0.06% | -4.8% |
VNQ | Buy | VANGUARD REAL ESTATE ETFreal estate etf | $127 | +5.0% | 1,535 | +4.4% | 0.06% | -1.7% |
GLD | SPDR GOLD SHARES ETF | $125 | +7.8% | 682 | 0.0% | 0.06% | +1.8% | |
BAC | Buy | BANK OF AMERICA CORP | $126 | -8.7% | 4,391 | +5.3% | 0.06% | -14.9% |
COST | Buy | COSTCO WHOLESALE CO | $123 | +64.0% | 248 | +51.2% | 0.06% | +55.6% |
DIV | Buy | GLOBAL X SUPERDIVIDEND US ETFglobx supdv us | $119 | +24.0% | 6,810 | +33.5% | 0.05% | +14.9% |
PM | PHILIP MORRIS INTL | $117 | -4.1% | 1,203 | 0.0% | 0.05% | -10.2% | |
AMD | Buy | ADVANCED MICRO DEVICES I | $117 | +58.1% | 1,191 | +3.7% | 0.05% | +47.2% |
XHR | XENIA HOTELS & RESORTS I REIT | $117 | -0.8% | 8,955 | 0.0% | 0.05% | -7.0% | |
AMGN | Buy | AMGEN INC. | $113 | -2.6% | 466 | +5.7% | 0.05% | -7.1% |
KRG | KITE REALTY GRP TR REIT | $115 | -0.9% | 5,490 | 0.0% | 0.05% | -7.1% | |
FLRN | Buy | SPDR BLOOMBERG INT GRD FLT RT ETFblomberg brc inv | $112 | 0.0% | 3,683 | +0.3% | 0.05% | -5.6% |
QUAL | Sell | ISHARES MSCI USA QLTY FACT ETFmsci usa qlt fct | $106 | +1.0% | 854 | -7.2% | 0.05% | -5.9% |
SCHM | Sell | CHARLES SCHWAB US MC ETFus mid-cap etf | $106 | -2.8% | 1,560 | -6.2% | 0.05% | -9.4% |
USMV | Sell | ISHARES MSCI USA MIN VOL FCTR ETFmsci usa min vol | $103 | 0.0% | 1,417 | -0.4% | 0.05% | -6.0% |
INDS | PACER INDUSTRIAL REAL ESTATE ETFbnchmrk indstr | $102 | +9.7% | 2,522 | 0.0% | 0.05% | +4.4% | |
VBR | Sell | VANGUARD SMALL CAP VALUE ETFsm cp val etf | $104 | -2.8% | 656 | -2.7% | 0.05% | -9.6% |
IVW | Buy | ISHARES S&P 500 GROWTH ETFs&p 500 grwt etf | $98 | +11.4% | 1,527 | +1.3% | 0.04% | +4.7% |
SUSA | Sell | ISHARES MSCI USA ESG SELECT ETFmsci usa esg slc | $96 | -2.0% | 1,089 | -8.2% | 0.04% | -8.3% |
IWP | ISHARES RUSSELL MID CAP GROWTH ETFrus md cp gr etf | $97 | +9.0% | 1,060 | 0.0% | 0.04% | +2.3% | |
IBM | Buy | IBM CORP | $95 | -5.9% | 999 | +0.1% | 0.04% | -12.2% |
IVE | ISHARES S&P 500 VALUE ETFs&p 500 val etf | $94 | +4.4% | 619 | 0.0% | 0.04% | -2.3% | |
IXN | ISHARES GLOBAL TECH ETFglobal tech etf | $94 | +22.1% | 1,726 | 0.0% | 0.04% | +16.2% | |
SCHX | SCHWAB US LARGE CAP ETFus lrg cap etf | $92 | +8.2% | 1,892 | 0.0% | 0.04% | +2.4% | |
ETJ | EATON VANCE RISK MAN DIV | $90 | +5.9% | 11,365 | 0.0% | 0.04% | 0.0% | |
IRM | Buy | IRON MTN INC NEW REIT | $89 | +6.0% | 1,691 | +0.5% | 0.04% | 0.0% |
IEFA | Sell | ISHARES CORE MSCI EAFE ETFcore msci eafe | $87 | +4.8% | 1,301 | -3.7% | 0.04% | 0.0% |
AVGO | Buy | BROADCOM INC | $87 | +19.2% | 222 | +3.3% | 0.04% | +14.3% |
JEPI | Buy | J P MORGAN NASDAQ EQT PRM INC ETF IVequity premium | $87 | +97.7% | 1,592 | +98.5% | 0.04% | +90.5% |
USB | U S BANCORP | $87 | -4.4% | 9,255 | 0.0% | 0.04% | -9.1% | |
FNDA | Sell | SCHWAB FUNDAMENTAL US SMALL COM ETFschwab fdt us sc | $85 | +2.4% | 1,737 | -1.7% | 0.04% | -2.5% |
EPD | Buy | ENTERPRISE PRODS PART LP | $83 | +15.3% | 3,206 | +6.8% | 0.04% | +8.6% |
VO | Buy | VANGUARD MID CAP ETFmid cap etf | $79 | +3.9% | 374 | +0.3% | 0.04% | -2.7% |
GTO | Sell | INVESCO TOTAL RETURN BOND ETFtotal return | $79 | -13.2% | 1,673 | -14.6% | 0.04% | -18.2% |
VOE | VANGUARD MID CAP VALUE ETFmcap vl idxvip | $79 | 0.0% | 587 | 0.0% | 0.04% | -5.3% | |
REET | ISHARES GLOBAL REIT ETFglobal reit etf | $76 | +1.3% | 3,314 | 0.0% | 0.04% | -2.8% | |
DON | Buy | WISDOMTREE US MIDCAP DIVIDEND ETFus midcap divid | $76 | 0.0% | 1,861 | +0.8% | 0.04% | -5.4% |
MOAT | VANECK MORNINGSTAR WIDE MOAT ETFmorningstar wide | $76 | +13.4% | 1,025 | 0.0% | 0.04% | +9.4% | |
IAU | Buy | ISHARES GOLD ETFishares | $75 | +70.5% | 2,000 | +55.6% | 0.03% | +61.9% |
SPDV | AAM S&P 500 HIGH DIVIDEND VALUE ETFaam s&p 500 | $73 | -3.9% | 2,600 | 0.0% | 0.03% | -10.8% | |
XSLV | Sell | INVESCO S&P SMALLCAP LOW VOLATILITY ETFs&p smlcp low | $73 | -20.7% | 1,730 | -15.6% | 0.03% | -26.7% |
VOO | VANGUARD S&P 500 ETF | $72 | +7.5% | 191 | 0.0% | 0.03% | +3.1% | |
IEF | Buy | ISHARES 7-10 YEAR TRSURY BOND ETFbarclays 7 10 yr | $70 | +288.9% | 709 | +271.2% | 0.03% | +255.6% |
ATVI | Buy | ACTIVISION BLIZZARD | $71 | +3450.0% | 825 | +2955.6% | 0.03% | +3100.0% |
AOK | ISHARES CORE CONSERVATIVE ALLOC ETFconser alloc etf | $70 | +4.5% | 2,000 | 0.0% | 0.03% | 0.0% | |
COWZ | PACER US SMALL CAP CASH COWS 100 ETFus cash cows 100 | $70 | +4.5% | 1,850 | 0.0% | 0.03% | 0.0% | |
ETV | EATON VANCE TAX MANAGED | $69 | +3.0% | 5,439 | 0.0% | 0.03% | -3.1% | |
VRIG | Buy | INVSC VARIABLE RT INVSTMNT ETFvar rate invt | $68 | +1.5% | 2,732 | +0.7% | 0.03% | -3.1% |
UNH | UNITEDHEALTH GRP INC | $69 | -10.4% | 146 | 0.0% | 0.03% | -16.2% | |
SPB | Buy | SPECTRUM BRANDS HLDG | $66 | +175.0% | 998 | +149.5% | 0.03% | +150.0% |
MRK | Buy | MPLX LP LP | $66 | +17.9% | 848 | +15.4% | 0.03% | +11.1% |
VNOM | VIPER ENERGY PARTNERS LP | $66 | -12.0% | 2,368 | 0.0% | 0.03% | -16.7% | |
DOW | DOW INC | $65 | +8.3% | 1,188 | 0.0% | 0.03% | +3.4% | |
AGG | Sell | ISHARES CORE US AGGREGATE BOND ETFcore us aggbd et | $61 | -66.5% | 612 | -67.4% | 0.03% | -68.2% |
JNJ | Buy | JOHNSON & JOHNSON | $62 | -1.6% | 397 | +10.9% | 0.03% | -9.7% |
BND | Buy | VANGUARD TOTAL BOND MARKET ETFtotal bnd mrkt | $60 | +5.3% | 817 | +3.3% | 0.03% | -3.6% |
HD | Buy | HOME DEPOT INC | $59 | +28.3% | 201 | +36.7% | 0.03% | +22.7% |
ENB | ENBRIDGE INC F | $59 | -1.7% | 1,535 | 0.0% | 0.03% | -6.9% | |
WDIV | Sell | SPDR S&P GLOBAL DIVIDEND ETFs&p glbdiv etf | $60 | -15.5% | 1,015 | -15.6% | 0.03% | -20.6% |
FDVV | FIDELITY HIGH DIVIDEND ETFhigh divid etf | $57 | +1.8% | 1,500 | 0.0% | 0.03% | -3.7% | |
LGLV | Sell | SPDR SSGA US LG CP LW VLT INX ETFssga us lrg etf | $57 | -38.7% | 420 | -38.8% | 0.03% | -42.2% |
VGT | VANGUARD INFORMATION TECHNOLOGY ETFinf tech etf | $58 | +20.8% | 150 | 0.0% | 0.03% | +13.0% | |
IJT | ISHARES S&P SMLL CAP 600 GRTH ETFs&p sml 600 gwt | $55 | +1.9% | 500 | 0.0% | 0.02% | -3.8% | |
DJD | Buy | INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETFdj indl avg dv | $55 | -1.8% | 1,289 | +0.9% | 0.02% | -7.4% |
SDIV | GLOBAL X SUPERDIVIDEND ETFglb x superdiv | $54 | -5.3% | 2,365 | 0.0% | 0.02% | -10.7% | |
AEE | Sell | AMEREN CORP | $53 | -3.6% | 619 | -0.8% | 0.02% | -11.1% |
ETB | EATON VANCE TAX MGD BUY | $52 | -1.9% | 4,011 | 0.0% | 0.02% | -7.7% | |
IRBO | New | ISHARE ROBOT ARTIF INTEL MULTSEC ETFrobotics artif | $53 | – | 1,675 | +100.0% | 0.02% | – |
DSI | ISHARES MSCI KLD 400 SOCIAL INDX ETFmsci kld400 soc | $53 | +8.2% | 679 | 0.0% | 0.02% | 0.0% | |
Sell | PHENIXFIN CORP | $51 | -3.8% | 1,409 | -17.2% | 0.02% | -11.5% | |
VIGI | VANGUARD INTL DIVIDEND APRECTN ETFintl dvd etf | $51 | +6.2% | 687 | 0.0% | 0.02% | 0.0% | |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STK ETFvg tl intl stk f | $51 | +6.2% | 928 | +0.2% | 0.02% | 0.0% |
PGF | Buy | INVESCO FINANCIAL PREFERRED ETFfinl pfd etf | $51 | +2.0% | 3,519 | +0.7% | 0.02% | -4.2% |
FMAT | Buy | FIDELITY LIMITED TERM BOND ETFmsci matls index | $50 | +2.0% | 1,038 | +0.8% | 0.02% | -4.2% |
CRM | Buy | SALESFORCE INC | $50 | +108.3% | 251 | +37.9% | 0.02% | +91.7% |
KEY | KEYCORP INC | $51 | -28.2% | 4,050 | 0.0% | 0.02% | -32.4% | |
WPC | Buy | W.P. CAREY INC. REIT | $50 | +212.5% | 640 | +212.2% | 0.02% | +187.5% |
ET | Buy | ENERGY TRANSFER L P LP | $49 | +19.5% | 3,950 | +14.5% | 0.02% | +10.0% |
YYY | AMPLIFY HIGH INCOME ETF | $48 | +2.1% | 4,075 | 0.0% | 0.02% | -4.3% | |
USL | New | UNITED STATES 12 MONTH OIL ETFunit ben int | $48 | – | 1,420 | +100.0% | 0.02% | – |
PNW | PINNACLE WEST CAP | $48 | +4.3% | 600 | 0.0% | 0.02% | 0.0% | |
EMR | EMERSON ELECTRIC CO | $49 | -9.3% | 558 | 0.0% | 0.02% | -15.4% | |
VHT | VANGUARD HEALTH CARE ETFhealth car etf | $48 | -4.0% | 200 | 0.0% | 0.02% | -8.3% | |
MA | Buy | MASTERCARD INC CLASS Acl a | $48 | +14.3% | 132 | +10.0% | 0.02% | +10.0% |
VYMI | Buy | VANGUARD INTERNATNL HGH DIV YLD ETFintl high etf | $46 | +253.8% | 735 | +226.7% | 0.02% | +250.0% |
XMLV | Sell | INVSC S P MIDCAP LOW VOLATILITY ETFs&p midcp low | $46 | -38.7% | 870 | -38.0% | 0.02% | -41.7% |
DEM | WISDOMTREE EMRG MRKT HG DIV ETFemer mkt high fd | $46 | +7.0% | 1,216 | 0.0% | 0.02% | 0.0% | |
NUSC | NUVEEN ESG SMALL CAP ETFnuveen esg smlcp | $47 | +4.4% | 1,327 | 0.0% | 0.02% | -4.5% | |
CZA | INVSC ZACKS MID CAP ETFzacks mid cap | $43 | 0.0% | 488 | 0.0% | 0.02% | -4.8% | |
SPYV | Buy | SPDR S&P 500 VALUE ETFprtflo s&p500 vl | $43 | +1333.3% | 1,057 | +1189.0% | 0.02% | +1900.0% |
ITOT | ISHARES TOTAL US STOCK MARKET ETFcore s&p ttl stk | $43 | +4.9% | 478 | 0.0% | 0.02% | 0.0% | |
VCIT | Buy | VANGUARD INTERMEDIATE TERM COR ETFint-term corp | $44 | +4.8% | 543 | +0.4% | 0.02% | 0.0% |
OKE | ONEOK INC | $44 | -4.3% | 700 | 0.0% | 0.02% | -9.1% | |
NHI | New | NTNL HEALTH INVE REIT | $44 | – | 850 | +100.0% | 0.02% | – |
SCHW | New | CHARLES SCHWAB CORP | $44 | – | 849 | +100.0% | 0.02% | – |
NYCB | Buy | NEW YORK CMNTY BANCO | $43 | +7.5% | 4,751 | +1.4% | 0.02% | +5.3% |
HNDL | STRATGY SHARS NASDAQ 7HANDL INDX ETFns 7handl idx | $42 | +2.4% | 2,075 | 0.0% | 0.02% | -5.0% | |
FSK | FS KKR CAPITAL CORP | $41 | +5.1% | 2,201 | 0.0% | 0.02% | 0.0% | |
FTNT | FORTINET INC | $41 | +36.7% | 615 | 0.0% | 0.02% | +26.7% | |
NTAP | NETAPP INC | $42 | +5.0% | 660 | 0.0% | 0.02% | 0.0% | |
IXP | ISHARES GLOBAL COMM SERVICES ETF | $41 | +17.1% | 642 | 0.0% | 0.02% | +11.8% | |
Buy | CAPITAL GROUP GLOBAL GRWT EQY ETF | $42 | +2000.0% | 1,816 | +2036.5% | 0.02% | +1800.0% | |
HGLB | Buy | ISHARES CURRENCY HEDG MSCI EAFE ETF | $40 | +150.0% | 1,355 | +124.0% | 0.02% | +125.0% |
NEE | Buy | NEXTERA ENERGY INC | $40 | 0.0% | 518 | +8.1% | 0.02% | -5.3% |
HYG | ISHARES IBOXX HIGH YIELD BOND ETFiboxx hi yd etf | $40 | +2.6% | 534 | 0.0% | 0.02% | -5.3% | |
XHB | SPDR S&P HOMEBUILDERS ETFs&p homebuild | $39 | +11.4% | 573 | 0.0% | 0.02% | +5.9% | |
BST | Buy | BLACKROCK SCIENCE TECHNO | $40 | +14.3% | 1,247 | +1.6% | 0.02% | +5.9% |
MMM | Buy | 3M CO | $39 | +225.0% | 367 | +267.0% | 0.02% | +200.0% |
LVS | LAS VEGAS SANDS CORP | $38 | +22.6% | 655 | 0.0% | 0.02% | +13.3% | |
MCD | Sell | MCDONALDS CORP | $37 | 0.0% | 133 | -5.0% | 0.02% | -5.6% |
BOND | Sell | PIMCO ACTIVE BOND ETFactive bd etf | $37 | -48.6% | 400 | -50.0% | 0.02% | -51.4% |
KO | THE COCA-COLA CO | $34 | -2.9% | 550 | 0.0% | 0.02% | -5.9% | |
VTIP | VANGUARD SHRT INF PROT SEC INDEX ETFstrm infproidx | $34 | +3.0% | 705 | 0.0% | 0.02% | 0.0% | |
VCLT | VANGUARD LONG TERM COR BD ETFlg-term cor bd | $36 | +5.9% | 455 | 0.0% | 0.02% | 0.0% | |
EFV | ISHARES MSCI EAFE VALUE ETFeafe value etf | $35 | +2.9% | 683 | 0.0% | 0.02% | 0.0% | |
CAH | CARDINAL HEALTH INC | $35 | 0.0% | 459 | 0.0% | 0.02% | -5.9% | |
BA | BOEING CO | $34 | +13.3% | 161 | 0.0% | 0.02% | +6.7% | |
GWW | WW GRAINGER INC | $35 | +25.0% | 51 | 0.0% | 0.02% | +14.3% | |
FTCS | New | FIRST TRUST CAPITAL STRENGTH ETFcap strength etf | $32 | – | 435 | +100.0% | 0.02% | – |
SCHA | SCHWAB US SMALL CAP ETFus sml cap etf | $32 | +3.2% | 766 | 0.0% | 0.02% | 0.0% | |
F | Sell | FORD MOTOR CO | $33 | +6.5% | 2,591 | -3.7% | 0.02% | 0.0% |
TGT | Buy | TARGET CORP | $32 | +28.0% | 193 | +13.5% | 0.02% | +25.0% |
PHYS | SPROTT PHYSICAL GOLD ETVunit | $33 | +10.0% | 2,140 | 0.0% | 0.02% | 0.0% | |
MNA | INDEXIQ MERGER ARBITRAGE ETFiq mrgr arb etf | $32 | 0.0% | 1,000 | 0.0% | 0.02% | -6.2% | |
NFLX | Buy | NETFLIX INC | $30 | +76.5% | 87 | +52.6% | 0.01% | +75.0% |
BKLN | Sell | INVESCO SENIOR LOAN ETFsr ln etf | $30 | -11.8% | 1,452 | -12.1% | 0.01% | -12.5% |
PG | Buy | PROCTER & GAMBLE | $30 | 0.0% | 201 | +0.5% | 0.01% | -6.7% |
FCEL | Buy | FUELCELL ENERGY INC | $31 | +3.3% | 1,049 | +0.7% | 0.01% | -6.7% |
V | Buy | VISA INC CLASS A | $30 | +42.9% | 133 | +30.4% | 0.01% | +40.0% |
MDLZ | Buy | MONDELEZ INTL CLASS Acl a | $30 | +20.0% | 428 | +13.2% | 0.01% | +16.7% |
CSCO | Sell | CROWDSTRIKE HLDGS INC CLASS A | $31 | -6.1% | 509 | -19.3% | 0.01% | -12.5% |
CMCSA | Buy | COMCAST CORP CLASS Acl a | $30 | +25.0% | 781 | +14.9% | 0.01% | +16.7% |
WMT | Buy | WALMART INC | $29 | +16.0% | 198 | +13.8% | 0.01% | +8.3% |
GILD | Buy | GILEAD SCIENCES INC | $29 | -3.3% | 346 | +0.3% | 0.01% | -13.3% |
SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFs&p 600 smcp grw | $28 | +3.7% | 376 | 0.0% | 0.01% | 0.0% | |
SPYG | Sell | SPDR S&P 500 GROWTH ETFprtflo s&p500 gw | $28 | +3.7% | 500 | -6.5% | 0.01% | 0.0% |
CN | XTRACKERS MSCI AL CHA EQY ETFxtrack msci chna | $28 | +7.7% | 918 | 0.0% | 0.01% | 0.0% | |
XLF | Buy | SELECT STR FINANCIAL SELECT SPDR ETFsbi int-finl | $28 | -6.7% | 879 | +0.1% | 0.01% | -13.3% |
IR | Buy | ISHS MSCI INTL QUALITY FACT ETF | $29 | +81.2% | 833 | +65.6% | 0.01% | +62.5% |
VMBS | VANGUARD MORTGAGE BACKED SEC ETFmortg-back sec | $29 | +3.6% | 625 | 0.0% | 0.01% | -7.1% | |
IXC | ISHARES GLOBAL ENERGY ETFglobal energ etf | $29 | -3.3% | 775 | 0.0% | 0.01% | -13.3% | |
VICI | New | VICI PROPERTIES INC | $29 | – | 890 | +100.0% | 0.01% | – |
New | SPDR GOLD MINISHARES ETVspdr gld minis | $29 | – | 735 | +100.0% | 0.01% | – | |
VWO | VANGUARD FTSE EMERGING MARKETS ETFftse emr mkt etf | $27 | +3.8% | 662 | 0.0% | 0.01% | -7.7% | |
DGRW | Buy | WISDOMTREE US QLT DIV GRW ETFus qtly div grt | $27 | +3.8% | 437 | +0.5% | 0.01% | -7.7% |
GHYG | ISHRS US AND INTL HIGH YIELD BD ETFus intl hgh yld | $27 | +3.8% | 640 | 0.0% | 0.01% | -7.7% | |
EMN | New | EASTMAN CHEMICAL CO | $27 | – | 315 | +100.0% | 0.01% | – |
JPST | JPMORGAN ULTRA SHORT INCOME ETFultra shrt inc | $26 | 0.0% | 519 | 0.0% | 0.01% | -7.7% | |
DIS | Buy | WALT DISNEY CO | $27 | +28.6% | 271 | +12.9% | 0.01% | +20.0% |
TIP | ISHARES TIPS BOND ETFtips bd etf | $27 | 0.0% | 249 | 0.0% | 0.01% | -7.7% | |
ED | CONSOLIDATED EDISON | $26 | 0.0% | 271 | 0.0% | 0.01% | -7.7% | |
EZM | Buy | WISDOMTREE US MIDCAP ETFus midcap fund | $24 | +4.3% | 483 | +0.2% | 0.01% | 0.0% |
IWD | ISHARES RUSSELL 1000 VALUE ETFrus 1000 val etf | $24 | 0.0% | 160 | 0.0% | 0.01% | -8.3% | |
NUMG | NUVEEN ESG MID CAP GROWTH ETFnuveen esg midcp | $25 | +8.7% | 650 | 0.0% | 0.01% | 0.0% | |
XLV | SELECT SECTOR HEALTH CARE SPDR ETFsbi healthcare | $25 | -3.8% | 192 | 0.0% | 0.01% | -15.4% | |
REMX | VANECK RARE EARTH STR MTL ETFrare earth/strtg | $24 | +4.3% | 300 | 0.0% | 0.01% | 0.0% | |
SIZE | Buy | ISHARES MSCI USA SIZE FACTOR ETFmsci usa sze ft | $25 | +4.2% | 211 | +0.5% | 0.01% | -8.3% |
RWO | Buy | SPDR DOW JONE GLOBAL REAL ESTATE ETFdj glb rl es etf | $24 | +4.3% | 577 | +0.7% | 0.01% | 0.0% |
GOLF | ACUSHNET HOLDINGS CORP | $25 | +19.0% | 500 | 0.0% | 0.01% | +10.0% | |
FNDX | New | SCHWAB FUNDAMENTAL US LARGE CO ETFschwab fdt us lg | $25 | – | 450 | +100.0% | 0.01% | – |
IEMG | Sell | ISHARES CORE MSCI EMERGING ETFcore msci emkt | $25 | -7.4% | 510 | -12.2% | 0.01% | -15.4% |
QQQJ | INVESCO NASDAQ NEXT GEN 100 ETFnasdaqnxtgen100 | $24 | +4.3% | 960 | 0.0% | 0.01% | 0.0% | |
MPC | MARATHON PETE CORP | $24 | +20.0% | 175 | 0.0% | 0.01% | +10.0% | |
IWN | ISHARES RUSSELL 2000 VALUE ETFrus 2000 val etf | $23 | 0.0% | 167 | 0.0% | 0.01% | -9.1% | |
CVS | Buy | CVS HEALTH CORP | $23 | +9.5% | 305 | +36.2% | 0.01% | 0.0% |
SPLK | SPLUNK INC | $22 | 0.0% | 844 | 0.0% | 0.01% | -9.1% | |
SO | Buy | SOUTHERN CO | $22 | +4.8% | 185 | +0.5% | 0.01% | 0.0% |
ADSK | Buy | AUTODESK INC | $23 | +15.0% | 111 | +2.8% | 0.01% | 0.0% |
DIA | Buy | SPDR DOW JONES INDUSTRIAL AVRG ETFut ser 1 | $22 | 0.0% | 67 | +1.5% | 0.01% | -9.1% |
LVHI | New | FRANKLIN INTL LOW VOLATILITY HIG ETFfranklin intl lw | $23 | – | 850 | +100.0% | 0.01% | – |
RTX | Buy | RAYTHEON TECHNOLOGIES CO | $22 | +22.2% | 221 | +27.0% | 0.01% | +11.1% |
XYLD | GLOBAL X S&P 500 COVERED CALL ETFs&p 500 covered | $22 | 0.0% | 550 | 0.0% | 0.01% | -9.1% | |
PHILLIPS EDISON & CO INC | $21 | 0.0% | 647 | 0.0% | 0.01% | 0.0% | ||
WMB | Buy | WILLIAMS COS INC | $23 | +21.1% | 760 | +29.9% | 0.01% | +11.1% |
GLTR | ABRDN PHYSICAL PREC MTL BSKT SHS ETFphyscl precs met | $23 | +4.5% | 250 | 0.0% | 0.01% | -9.1% | |
LMT | Buy | LOCKHEED MARTIN CORP | $23 | +15.0% | 49 | +16.7% | 0.01% | 0.0% |
HYZD | WISDOMTREE INT RT HDG HGH YLD ETFhedged hi yld bd | $22 | 0.0% | 1,075 | 0.0% | 0.01% | -9.1% | |
USO | UNITED STATES OIL ETFunits | $21 | -4.5% | 312 | 0.0% | 0.01% | -9.1% | |
BTI | New | BRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $23 | – | 660 | +100.0% | 0.01% | – |
IWO | ISHARES RUSSELL 2000 GROWTH ETFrus 2000 grw etf | $21 | +5.0% | 91 | 0.0% | 0.01% | 0.0% | |
PFXF | Sell | VANECK PREFERRED SECURT EX FNCL ETFpfd secs ex finl | $23 | -54.0% | 1,305 | -56.3% | 0.01% | -58.3% |
PYPL | Buy | PAYPAL HOLDINGS INCORPOR | $19 | +58.3% | 246 | +49.1% | 0.01% | +50.0% |
ESCR | Buy | XTRACKRS BLMBRG US INVST GRD ESG ETFxtrck blombrg ba | $19 | 0.0% | 1,043 | +0.8% | 0.01% | 0.0% |
PFF | ISHARES PREFERRED INCOME SEC ETFpfd and incm sec | $19 | 0.0% | 606 | 0.0% | 0.01% | 0.0% | |
MU | MICRON TECHNOLOGY | $20 | +25.0% | 328 | 0.0% | 0.01% | +12.5% | |
NTRS | INTELLIA THERAPEUTICS IN | $19 | +11.8% | 500 | 0.0% | 0.01% | +12.5% | |
NVS | NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $20 | +5.3% | 213 | 0.0% | 0.01% | 0.0% | |
NUMV | NUVEEN ESG MID CAP VALUE ETFnuveen esg midvl | $20 | -4.8% | 709 | 0.0% | 0.01% | -10.0% | |
PEP | Buy | PEPSICO INC | $20 | 0.0% | 110 | +0.9% | 0.01% | -10.0% |
FNDF | SCHWAB FUNDAMENTAL INL LARGE COM ETFschwb fdt int lg | $19 | +5.6% | 614 | 0.0% | 0.01% | 0.0% | |
VCSH | VANGUARD SHORT TERM COR BD ETFshrt trm corp bd | $20 | 0.0% | 265 | 0.0% | 0.01% | -10.0% | |
VKTX | VIKING THERAPEUTICS | $20 | +81.8% | 1,200 | 0.0% | 0.01% | +80.0% | |
WES | Buy | WESTERN MIDSTREAM PAR LP | $19 | +280.0% | 725 | +262.5% | 0.01% | +350.0% |
URI | UNITED RENTALS INC | $17 | +6.2% | 44 | 0.0% | 0.01% | 0.0% | |
NET | Buy | CLOUDFLARE INC CLASS A | $18 | +260.0% | 300 | +200.0% | 0.01% | +300.0% |
INTC | Sell | INTEL CORP | $17 | -10.5% | 511 | -28.6% | 0.01% | -11.1% |
TSM | Buy | TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHSsponsored ads | $17 | +325.0% | 183 | +210.2% | 0.01% | +300.0% |
ILTB | ILLUMINA INCcore lt usdb etf | $18 | +12.5% | 78 | 0.0% | 0.01% | 0.0% | |
SPVU | INVSC S P 500 ENHANCED VALUE ETFs&p 500 enhncd | $18 | -5.3% | 457 | 0.0% | 0.01% | -11.1% | |
JETS | US GLOBAL JETS ETF | $17 | +13.3% | 902 | 0.0% | 0.01% | +14.3% | |
New | INVST MNGS SRS TR AXS ST INV DLY ETFaxs short innov | $18 | – | 454 | +100.0% | 0.01% | – | |
DOV | Buy | DOVER CORP | $18 | +12.5% | 120 | +0.8% | 0.01% | 0.0% |
QUS | Sell | SPDR MSCI USA STRATEGICFACTORS ETFmsci usa strtgic | $18 | -5.3% | 160 | -9.6% | 0.01% | -11.1% |
GSY | Sell | INVSC ULTRA SHORT DURATION ETFultra shrt dur | $18 | -76.3% | 363 | -76.3% | 0.01% | -78.4% |
SLB | Buy | SCHLUMBERGER LTD F | $18 | +20.0% | 372 | +30.1% | 0.01% | +14.3% |
IMCV | ISHARES MORNINGSTAR MID CAP ETFmrgstr md cp val | $17 | -5.6% | 282 | 0.0% | 0.01% | -11.1% | |
QQQM | INVESCO NASDAQ 100 ETFnasdaq 100 etf | $17 | +21.4% | 127 | 0.0% | 0.01% | +14.3% | |
EOG | EOG RESOURCES INC | $17 | -10.5% | 149 | 0.0% | 0.01% | -11.1% | |
BIIB | BIOGEN INC | $18 | 0.0% | 64 | 0.0% | 0.01% | -11.1% | |
FNDE | SCHWAB FUNDA EMG MKTS LARGE COM ETFschwb fdt emk lg | $18 | +5.9% | 698 | 0.0% | 0.01% | 0.0% | |
SPYD | SPDR S&P 500 HIGH DIVIDEND ETFprtflo s&p500 hi | $18 | 0.0% | 465 | 0.0% | 0.01% | -11.1% | |
BSTZ | Buy | BLACKROCK SCIENCE AND TE | $18 | +20.0% | 965 | +4.0% | 0.01% | +14.3% |
M | MACYS INC | $17 | -19.0% | 1,000 | 0.0% | 0.01% | -20.0% | |
FLOT | ISHARES FLOATING RATE BOND ETFfltg rate nt etf | $15 | 0.0% | 307 | 0.0% | 0.01% | 0.0% | |
VV | VANGUARD LARGE CAP ETFlarge cap etf | $15 | +7.1% | 81 | 0.0% | 0.01% | 0.0% | |
KBWY | Buy | KELLOGG COkbw prem yield | $15 | +7.1% | 277 | +9.9% | 0.01% | 0.0% |
OTIS | O REILLY AUTOMOTIVE | $15 | 0.0% | 18 | 0.0% | 0.01% | 0.0% | |
TVTX | New | TRAVERE THERAPEUTICS INC | $16 | – | 700 | +100.0% | 0.01% | – |
ISCV | ISHARES MORN SMALL CAP VALUE ETFmrning sm cp etf | $15 | 0.0% | 279 | 0.0% | 0.01% | 0.0% | |
STAG | Buy | STAG INDUSTRIAL INC REIT | $16 | +6.7% | 471 | +0.6% | 0.01% | 0.0% |
SYK | STRYKER CORP | $15 | +15.4% | 54 | 0.0% | 0.01% | +16.7% | |
IRT | INDEPENDENCE REALTY REIT | $15 | 0.0% | 905 | 0.0% | 0.01% | 0.0% | |
ASML | Buy | ASML HOLDING N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $15 | +1400.0% | 22 | +2100.0% | 0.01% | – |
TM | Buy | TOYOTA MOTOR CORP F SPONSORED ADR 1 ADR REPS 10 ORD SHSads | $15 | +50.0% | 106 | +51.4% | 0.01% | +40.0% |
CRWD | CRISPR THERAPEUTICS Fcl a | $15 | +15.4% | 323 | 0.0% | 0.01% | +16.7% | |
BAR | GRANITESHARES GOLD ETF | $16 | +14.3% | 800 | 0.0% | 0.01% | 0.0% | |
BKNG | BOOKING HOLDINGS INC | $16 | +33.3% | 6 | 0.0% | 0.01% | +16.7% | |
BECN | BEACON ROOFING SUPPL | $16 | +14.3% | 274 | 0.0% | 0.01% | 0.0% | |
HARBOR COMM ALL WEATHR STRTGY ETFall weather infl | $16 | +6.7% | 700 | 0.0% | 0.01% | 0.0% | ||
AN | AUTONATION INC | $15 | +25.0% | 112 | 0.0% | 0.01% | +16.7% | |
BMY | Buy | BRISTOL-MYERS SQUIBB | $16 | +220.0% | 226 | +197.4% | 0.01% | +250.0% |
LNG | CHENIERE ENERGY INC | $16 | +6.7% | 100 | 0.0% | 0.01% | 0.0% | |
IWS | ISHARES RUSSELL MID CAP VALUE ETFrus mdcp val etf | $13 | 0.0% | 126 | 0.0% | 0.01% | 0.0% | |
PSK | Buy | SPDR ICE PREFERRED SECURITIES ETFwells fg pfd etf | $13 | +30.0% | 377 | +25.2% | 0.01% | +20.0% |
ARCC | Buy | ARES CAPITAL CORP | $13 | +44.4% | 711 | +54.2% | 0.01% | +50.0% |
USIG | ISHARES BRD USD INV GRD CORP BD ETFusd inv grde etf | $14 | 0.0% | 286 | 0.0% | 0.01% | -14.3% | |
REGN | REGENERON PHARMS INC | $13 | +8.3% | 16 | 0.0% | 0.01% | 0.0% | |
UTG | Buy | REAVES UTILITY INCOME | $13 | +44.4% | 460 | +48.4% | 0.01% | +50.0% |
SCHI | SCHWAB 5 10 YEAR CORP BOND ETF5 10yr corp bd | $14 | 0.0% | 320 | 0.0% | 0.01% | -14.3% | |
FNDC | SCHWAB FUNDAMENTAL INTL SMAL COM ETFschwb fdt int sc | $13 | +8.3% | 392 | 0.0% | 0.01% | 0.0% | |
DVN | Buy | DEVON ENERGY CORP | $14 | +180.0% | 280 | +273.3% | 0.01% | +200.0% |
ESGN | ISHARES ESG AWARE MSCI EM ETFsustnble intl | $13 | +18.2% | 437 | 0.0% | 0.01% | +20.0% | |
UTF | Buy | COHEN AND STEERS INFRAST | $13 | +44.4% | 545 | +47.3% | 0.01% | +50.0% |
DAL | DELTA AIR LINES INC DEL | $14 | +7.7% | 400 | 0.0% | 0.01% | 0.0% | |
SPHB | INVESCO S&P 500 HIGH BETA ETFs&p 500 hb etf | $13 | +18.2% | 184 | 0.0% | 0.01% | +20.0% | |
IGBH | Sell | ISHARES INTE RAT HED LNG TRM COR ETFint rt hd long | $13 | -23.5% | 555 | -25.6% | 0.01% | -25.0% |
SMH | Buy | VANECK SEMICONDUCTOR ETFsemiconductr etf | $14 | +1300.0% | 54 | +1250.0% | 0.01% | – |
ALXN | ALBEMARLE CORP | $13 | 0.0% | 61 | 0.0% | 0.01% | 0.0% | |
FCX | Buy | FREEPORT-MCMORAN INCcl b | $14 | – | 340 | +2990.9% | 0.01% | – |
NOBLE CORP PLC F | $10 | +11.1% | 250 | 0.0% | 0.01% | +25.0% | ||
HEDJ | New | WISDOMTREE EUROPE HEDGED EQTY ETFeurope hedged eq | $10 | – | 125 | +100.0% | 0.01% | – |
PANW | PALO ALTO NETWORKS | $12 | +50.0% | 58 | 0.0% | 0.01% | +25.0% | |
GOVT | ISHARES US TREASURY BOND ETFus treas bd etf | $11 | 0.0% | 463 | 0.0% | 0.01% | 0.0% | |
IEI | ISHARES 3-7 YEAR TRERY BOND ETF3 7 yr treas bd | $11 | 0.0% | 95 | 0.0% | 0.01% | 0.0% | |
IGHG | Sell | PROSHARES INVT GD INT RAT HED ETFinvt int rt hg | $11 | -21.4% | 150 | -25.0% | 0.01% | -28.6% |
SPLV | Sell | INVESCO S&P 500 LOW VOLATILITY ETFs&p500 low vol | $12 | -74.5% | 200 | -72.6% | 0.01% | -78.3% |
ATNM | New | ACTINIUM PHARMACEUTICALS | $11 | – | 1,191 | +100.0% | 0.01% | – |
LQDH | Sell | ISHARES INTERST RATE HDG COR BND ETFint rt hdg c b | $10 | -28.6% | 105 | -34.0% | 0.01% | -28.6% |
JNK | SPDR BLOOMBERG HGH YILD BND ETFbloomberg brclys | $12 | 0.0% | 134 | 0.0% | 0.01% | -16.7% | |
UAL | Buy | UNITED AIRLINES HLDGS | $10 | +42.9% | 232 | +27.5% | 0.01% | +66.7% |
SCZ | ISHARES MSCI EAFE SMALL CAP ETFeafe sml cp etf | $11 | +10.0% | 182 | 0.0% | 0.01% | 0.0% | |
SVM | SILVERCORP METALS F | $11 | +22.2% | 3,000 | 0.0% | 0.01% | +25.0% | |
STWD | Buy | STARWOOD PPTY TRUST REIT | $10 | 0.0% | 583 | +2.3% | 0.01% | 0.0% |
SBUX | Buy | STARBUCKS CORP | $11 | +83.3% | 108 | +66.2% | 0.01% | +66.7% |
BIDU | BAIDU INC F SPONSORED ADR 1 ADR REPS 8 ORD SHSspon adr rep a | $12 | +33.3% | 80 | 0.0% | 0.01% | +25.0% | |
QQQX | NUVEEN NASDAQ 100 DYNAMI | $10 | +11.1% | 426 | 0.0% | 0.01% | +25.0% | |
HYEM | VANECK EMERGING MRK HGH YLD BND ETFemerging mkts hi | $12 | 0.0% | 650 | 0.0% | 0.01% | -16.7% | |
Buy | BANK MONTREAL QUE Fbig oil indx 3x | $12 | +33.3% | 135 | +42.1% | 0.01% | +25.0% | |
BNS | Buy | BANK NOVA SCOTIA F | $11 | +57.1% | 211 | +44.5% | 0.01% | +66.7% |
PFFD | Buy | GLOBAL X US PREFERRED ETFus pfd etf | $12 | +9.1% | 592 | +1.2% | 0.01% | 0.0% |
GS | Buy | GOLDMAN SACHS GROUP | $12 | +500.0% | 36 | +414.3% | 0.01% | +400.0% |
SPTS | Sell | SPDR PORTFOLIO SHORT TERM TREASURY Eportfolio sh tsr | $12 | -14.3% | 394 | -19.9% | 0.01% | -28.6% |
AEP | Buy | AMER ELECTRIC PWR CO | $10 | 0.0% | 109 | +0.9% | 0.01% | 0.0% |
PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETFgbl listed pvt | $12 | 0.0% | 1,225 | 0.0% | 0.01% | -16.7% | |
MBB | ISHARES MBS ETFmbs etf | $12 | +9.1% | 122 | 0.0% | 0.01% | 0.0% | |
GSK | Buy | GSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHSsponsored adr | $10 | +11.1% | 283 | +16.5% | 0.01% | +25.0% |
COF | New | CAPITAL ONE FC | $12 | – | 122 | +100.0% | 0.01% | – |
TD | Buy | TORONTO DOMINION BK SR F | $12 | +33.3% | 205 | +46.4% | 0.01% | +25.0% |
PXD | New | PIONEER NATURAL RES | $12 | – | 60 | +100.0% | 0.01% | – |
DUK | DUKE ENERGY CORP | $11 | 0.0% | 111 | 0.0% | 0.01% | 0.0% | |
AOR | ISHARES CORE GROWTH ALLOCATION ETFgrwt allocat etf | $10 | +11.1% | 200 | 0.0% | 0.01% | +25.0% | |
SPIB | SPDR INTRMDT TRM CRPRATE BND ETFportfolio intrmd | $8 | 0.0% | 245 | 0.0% | 0.00% | 0.0% | |
SCCO | SOUTHERN COPPER CORP D F | $8 | +33.3% | 100 | 0.0% | 0.00% | +33.3% | |
CNC | Buy | CENTENE CORP | $8 | -20.0% | 134 | +8.1% | 0.00% | -20.0% |
SHOP | Buy | SHOPIFY INC F CLASS Acl a | $9 | +800.0% | 183 | +325.6% | 0.00% | – |
Buy | BROOKFIELD REINSURANCE Fcl a exch lt vtg | $8 | +60.0% | 248 | +60.0% | 0.00% | +100.0% | |
IIPR | INNOVATIVE INDUSTRIAL PR REIT | $8 | -27.3% | 105 | 0.0% | 0.00% | -20.0% | |
CMG | CHIPOTLE MEXICAN GRL | $9 | +28.6% | 5 | 0.0% | 0.00% | +33.3% | |
STZ | CONSTELLATION BRAND CLASS Acl a | $9 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
RFI | COHEN STEERS TOTAL RETUR | $8 | 0.0% | 650 | 0.0% | 0.00% | 0.0% | |
ARKK | ARK INNOVATION ETFinnovation etf | $8 | +14.3% | 209 | 0.0% | 0.00% | +33.3% | |
VMW | VMWARE INC CLASS A | $9 | +12.5% | 69 | 0.0% | 0.00% | 0.0% | |
URTH | ISHARES MSCI WORLD ETFmsci world etf | $9 | +12.5% | 75 | 0.0% | 0.00% | 0.0% | |
JPM | Buy | JPMORGAN CHASE & CO | $9 | +200.0% | 68 | +240.0% | 0.00% | +300.0% |
New | GLOBAL X SUPERDIVIDEND REIT ETFreit etf | $9 | – | 429 | +100.0% | 0.00% | – | |
AXP | AMERICAN EXPRESS CO | $8 | +14.3% | 50 | 0.0% | 0.00% | +33.3% | |
LIT | GLOBAL X LITHIUM BATTERY TECH ETFlithium btry etf | $8 | +14.3% | 121 | 0.0% | 0.00% | +33.3% | |
KMB | Sell | KEYSIGHT TECH INC | $8 | -11.1% | 50 | -9.1% | 0.00% | 0.0% |
RYH | INVSC SP 500 EQL WGHT HLTH CARE ETFs&p500 eql hlt | $9 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
LRCX | New | LAM RESEARCH CORP | $8 | – | 15 | +100.0% | 0.00% | – |
LLY | New | LILLY ELI & CO | $8 | – | 22 | +100.0% | 0.00% | – |
LAC | LITHIUM AMERS CORP F | $9 | +12.5% | 400 | 0.0% | 0.00% | 0.0% | |
MMP | MAGELLAN MIDSTREAM PA LP | $9 | 0.0% | 169 | 0.0% | 0.00% | 0.0% | |
INTU | New | INTUIT INC | $9 | – | 21 | +100.0% | 0.00% | – |
MPW | Buy | MEDICAL PROPERTIES REIT | $8 | +14.3% | 950 | +58.3% | 0.00% | +33.3% |
EGLE | New | EAGLE BULK SHIPPING F | $8 | – | 175 | +100.0% | 0.00% | – |
BIV | VANGUARD INTERMEDIATE TERM BOND ETFintermed term | $8 | +14.3% | 99 | 0.0% | 0.00% | +33.3% | |
IWV | ISHARES RUSSELL 3000 ETFrussell 3000 etf | $9 | +12.5% | 38 | 0.0% | 0.00% | 0.0% | |
HRB | Buy | BLOCK H & R INCORP | $8 | 0.0% | 217 | +0.5% | 0.00% | 0.0% |
IYW | ISHARES US TECHNOLOGY ETFu.s. tech etf | $8 | +33.3% | 84 | 0.0% | 0.00% | +33.3% | |
BC | BRUNSWICK CORP | $8 | +14.3% | 100 | 0.0% | 0.00% | +33.3% | |
OHI | Buy | OMEGA HLTHCARE INVTS REIT | $8 | 0.0% | 294 | +2.4% | 0.00% | 0.0% |
ORCL | New | ORACLE CORP | $8 | – | 86 | +100.0% | 0.00% | – |
UNP | Buy | UNION PACIFIC CORP | $8 | +166.7% | 39 | +200.0% | 0.00% | +300.0% |
CBRE | CBRE GROUP INC CLASS Acl a | $8 | -11.1% | 116 | 0.0% | 0.00% | 0.0% | |
PRFT | PERFICIENT INC | $8 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
HYS | PIMCO 0-5 YEAR HIGH YLD BND IDX ETF0-5 high yield | $8 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
TMO | Buy | THERMO FISHER SCNTFC | $9 | +800.0% | 15 | +650.0% | 0.00% | – |
New | SHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHSspon ads | $9 | – | 156 | +100.0% | 0.00% | – | |
QEFA | SPDR MSCI EAFE STRATEGICFACTORS MIX ETFmsci eafe strtgc | $8 | +14.3% | 109 | 0.0% | 0.00% | +33.3% | |
DD | DUPONT DE NEMOURS INC IA | $9 | +12.5% | 119 | 0.0% | 0.00% | 0.0% | |
ASGN | A S G N INC | $6 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
IMTM | ISHS MSCI INTL MOMENTUM FCT ETFmsci intl moment | $7 | +16.7% | 210 | 0.0% | 0.00% | 0.0% | |
MGV | Buy | VANGUARD MEGA CAP VALUE ETFmega cap val etf | $6 | -14.3% | 64 | +1.6% | 0.00% | 0.0% |
EWC | ISHARES MSCI CANADA ETFmsci cda etf | $6 | 0.0% | 183 | 0.0% | 0.00% | 0.0% | |
EMLC | VANECK J P MORGAN EM LCL CRY BND ETFuranium nuclear | $6 | 0.0% | 242 | 0.0% | 0.00% | 0.0% | |
ITA | ISHARES US AEROSPACE DEFENSE ETFus aer def etf | $7 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
SBLK | Buy | STAR BULK CARRIERS F | $6 | +200.0% | 280 | +133.3% | 0.00% | +200.0% |
ULTA | ULTA BEAUTY INC. | $7 | +16.7% | 12 | 0.0% | 0.00% | 0.0% | |
RQI | COHEN STEERS QUAL INCOME | $7 | 0.0% | 580 | 0.0% | 0.00% | 0.0% | |
GLPI | Buy | GAMING & LEISURE PPT REIT | $7 | 0.0% | 136 | +1.5% | 0.00% | 0.0% |
RNP | COHEN STEERS REIT PREFER | $7 | 0.0% | 365 | 0.0% | 0.00% | 0.0% | |
UMH | Buy | UMH PROPERTIES INC. REIT | $7 | +16.7% | 500 | +25.0% | 0.00% | 0.0% |
QRVO | QORVO INC | $6 | +20.0% | 57 | 0.0% | 0.00% | +50.0% | |
SCHC | SCHWAB INTERNATNAL SMALL CAP EQY ETFintl sceqt etf | $6 | 0.0% | 176 | 0.0% | 0.00% | 0.0% | |
CTVA | CORTEVA INC | $7 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
VB | VANGUARD SMALL CAP ETFsmall cp etf | $6 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
EXC | EXELON CORP | $7 | 0.0% | 165 | 0.0% | 0.00% | 0.0% | |
SAN | New | BANCO SANTANDER SA IAM F SPONSORED ADR 1 ADR REPS 1 ORD SHSadr | $7 | – | 1,989 | +100.0% | 0.00% | – |
DEA | EASTERLY GOVT PPTYS REIT | $6 | 0.0% | 450 | 0.0% | 0.00% | 0.0% | |
IGIB | ISHARES TRT IS 5-10 INV GR CR BD ETF | $6 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
GMRE | Buy | GLOBAL MEDICAL R E I T I | $7 | +40.0% | 730 | +25.9% | 0.00% | +50.0% |
BIL | New | SPDR BLOOMBERG 1 3 MNTH T BLL ETFbloomberg 1-3 mo | $7 | – | 77 | +100.0% | 0.00% | – |
ABB | New | ABB LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $6 | – | 179 | +100.0% | 0.00% | – |
NEO | NEOGENOMICS INC | $6 | +100.0% | 320 | 0.0% | 0.00% | +200.0% | |
DE | New | DEERE & CO | $7 | – | 17 | +100.0% | 0.00% | – |
ABR | Buy | ARBOR REALTY TR REIT | $7 | +75.0% | 600 | +100.0% | 0.00% | +50.0% |
CCI | Buy | CROWN CASTLE INC REIT | $7 | +250.0% | 54 | +237.5% | 0.00% | +200.0% |
SPDW | Buy | SPDR PORTFOLIO DVLPD WRLD EX-US ETFportfolio devlpd | $6 | +200.0% | 200 | +143.9% | 0.00% | +200.0% |
ARKF | ARK FINTECH INNOVATION ETFfintech innova | $7 | +40.0% | 371 | 0.0% | 0.00% | +50.0% | |
PSCT | INVSC S&P SMALL TECH PORT ETFs&p smlcp info | $6 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
EFA | Buy | ISHARES MSCI EAFE ETFmsci eafe etf | $6 | +50.0% | 80 | +33.3% | 0.00% | +50.0% |
MTZ | MASTEC INC | $7 | +16.7% | 75 | 0.0% | 0.00% | 0.0% | |
XSOE | WSDMTRE EMRG MKT EX STT OWN ENTER ETem ex st-owned | $7 | +16.7% | 234 | 0.0% | 0.00% | 0.0% | |
BHP | New | BHP GROUP LTD F SPONSORED ADR 1 ADR REPS 2 ORD SHSsponsored ads | $6 | – | 92 | +100.0% | 0.00% | – |
MORT | VANECK MORTGAGE REIT INCOME ETFmortgage reit | $6 | 0.0% | 520 | 0.0% | 0.00% | 0.0% | |
CHTR | CHARTER COMMUNICATN CLASS Acl a | $6 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
HES | New | HESS CORP | $6 | – | 43 | +100.0% | 0.00% | – |
PAA | PLAINS ALL AMERICAN P LPunit ltd partn | $5 | +25.0% | 364 | 0.0% | 0.00% | 0.0% | |
PLUG | Buy | PLUG POWER INC | $4 | +100.0% | 380 | +192.3% | 0.00% | +100.0% |
PRPO | Buy | PRECIPIO DIAGNOSTICS INC | $5 | +66.7% | 6,800 | +13.3% | 0.00% | +100.0% |
C | Buy | CITIGROUP INC | $5 | +400.0% | 102 | +277.8% | 0.00% | – |
TMUS | T-MOBILE US INC | $5 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
YETI | YETI HOLDINGS INCORPORAT | $5 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
EMB | Sell | ISHARES JPMORGAN USD MTS BOND ETFjpmorgan usd emg | $4 | -20.0% | 43 | -33.8% | 0.00% | 0.0% |
VGIT | VANGUARD INTRMDIAT TRM TRSRY ETFinter term treas | $4 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
VGK | VANGUARD FTSE EUROPE ETFftse europe etf | $4 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
ISRG | Buy | INTUITIVE SURGICAL | $4 | +300.0% | 14 | +180.0% | 0.00% | – |
AZN | New | ASTRAZENECA PLC F SPONSORED ADR 1 ADR REPS 0.5 ORD SHSsponsored adr | $4 | – | 60 | +100.0% | 0.00% | – |
IGV | ISHARES EXPANDED TECH STW SCTR ETFexpanded tech | $4 | +33.3% | 13 | 0.0% | 0.00% | +100.0% | |
MAIN | New | MAIN STREET CAPITAL | $5 | – | 120 | +100.0% | 0.00% | – |
IBB | ISHARES BIOTECHNOLOGY ETFnasdaq biotech | $5 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
NLY | ANNALY CAPITAL MGMT REIT | $4 | -20.0% | 218 | 0.0% | 0.00% | 0.0% | |
RIO | New | RIO TINTO PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $5 | – | 72 | +100.0% | 0.00% | – |
GNL | GLOBAL NET LEASE INCORPO | $5 | 0.0% | 413 | 0.0% | 0.00% | 0.0% | |
KSTR | KRANESHARES SSE STAR MRKT 50 IDX ETFsse star mrkt 50 | $5 | +25.0% | 300 | 0.0% | 0.00% | 0.0% | |
GM | GENERAL MOTORS CO | $4 | +33.3% | 102 | 0.0% | 0.00% | +100.0% | |
XME | SPDR S&P METALS & MINING ETFs&p metals mng | $5 | +25.0% | 85 | 0.0% | 0.00% | 0.0% | |
XLI | SELECT SECTOR INDUSTRIAL SPDR ETFsbi int-inds | $4 | +33.3% | 35 | 0.0% | 0.00% | +100.0% | |
MDT | Buy | MEDTRONIC PLC F | $4 | – | 51 | +1600.0% | 0.00% | – |
BLK | New | BLACKROCK INC | $5 | – | 7 | +100.0% | 0.00% | – |
MS | New | MORGAN STANLEY | $5 | – | 58 | +100.0% | 0.00% | – |
JHMM | JOHN HANCOCK MULTIFCTR MID CP ETFmultifactor mi | $5 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
VRTX | VERTEX PHARMACEUTICA | $5 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
IUSG | ISHARES CORE S&P US GROWTH ETFcore s&p us gwt | $4 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
GXO LOGISTICS INC | $5 | +25.0% | 91 | 0.0% | 0.00% | 0.0% | ||
NEM | NEWMONT CORP | $4 | +33.3% | 72 | 0.0% | 0.00% | +100.0% | |
IAGG | ISHARES INTERNTINL AGGRGT BND ETFcore intl aggr | $4 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
GTE | GRAN TIERRA ENERGY | $4 | 0.0% | 4,000 | 0.0% | 0.00% | 0.0% | |
KRE | SPDR S&P REGIONAL BANKING ETFs&p regl bkg | $5 | -16.7% | 105 | 0.0% | 0.00% | -33.3% | |
CEF | SPROTT PHYSICAL GOLD & Str unit | $4 | +33.3% | 194 | 0.0% | 0.00% | +100.0% | |
HPQ | Sell | HP INC. | $5 | 0.0% | 156 | -7.1% | 0.00% | 0.0% |
VOD | VODAFONE GROUP F SPONSORED ADR 1 ADR REPS 10 ORD SHSsponsored adr | $4 | +33.3% | 341 | 0.0% | 0.00% | +100.0% | |
LUMN | Buy | LULULEMON ATHLETICA | $5 | +25.0% | 15 | +7.1% | 0.00% | 0.0% |
ISTB | ISHARES CORE 1-5 YEAR USD BOND ETFcore 1 5 yr usd | $4 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
X | US STEEL | $5 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
ALB | AKAMAI TECHNOLOGIES INC | $5 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
LUV | SOUTHWEST AIRLINES | $4 | 0.0% | 137 | 0.0% | 0.00% | 0.0% | |
ON | New | ON SEMICONDUCTOR CO | $4 | – | 50 | +100.0% | 0.00% | – |
DY | DYCOM INDUSTRIES INC | $5 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
PSCC | INVSC S&P CONS STAP PORT ETFs&p smlcp stap | $4 | +33.3% | 33 | 0.0% | 0.00% | +100.0% | |
Sell | ORION OFFICE REIT INC REIT | $5 | -28.6% | 701 | -17.1% | 0.00% | -33.3% | |
ASO | Sell | ACADEMY SPORTS & OUTDOOR | $4 | -96.1% | 56 | -97.1% | 0.00% | -96.0% |
SPEM | SPDR INDEX SHARES EMERG MARKT ETFportfolio emg mk | $4 | 0.0% | 128 | 0.0% | 0.00% | 0.0% | |
UBER | Buy | UBER TECHNOLOGIES INC | $5 | +400.0% | 150 | +316.7% | 0.00% | – |
FICO | FAIR ISAAC INTL CORP | $4 | +33.3% | 5 | 0.0% | 0.00% | +100.0% | |
ABT | New | ABBOTT LABORATORIES | $5 | – | 46 | +100.0% | 0.00% | – |
PAG | Sell | PENSKE AUTOMOTIVE GR | $4 | -33.3% | 25 | -50.0% | 0.00% | -33.3% |
EVGO | EVGO INC CLASS A | $5 | +66.7% | 600 | 0.0% | 0.00% | +100.0% | |
ITW | New | ILLINOIS TOOL WORKS | $5 | – | 20 | +100.0% | 0.00% | – |
TTE | New | TOTALENERGIES SE F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored ads | $5 | – | 82 | +100.0% | 0.00% | – |
SOFI | Buy | SOFI TECHNOLOGIES INC | $5 | +400.0% | 750 | +275.0% | 0.00% | – |
IWF | ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $5 | +25.0% | 21 | 0.0% | 0.00% | 0.0% | |
ING | New | ING GROEP ADR REP 1 OR F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $4 | – | 366 | +100.0% | 0.00% | – |
ARKG | ARK GENOMIC REVOLUTION ETFgenomic rev etf | $2 | +100.0% | 50 | 0.0% | 0.00% | – | |
IPG | INTERPUBLIC GRP COS | $2 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
IUSV | ISHARES CORE S&P US VALUE ETFcore s&p us vlu | $2 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
IYZ | ISHARES US TELECOM ETF | $2 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
IYF | ISHARES US FINANCIALS ETFu.s. finls etf | $2 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
ENZL | ISHARES MSCI NWZLND ETFnew zealand etf | $3 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
IGLB | ISHRS 10 YR INVEST GRADE BOND ETF10+ yr invst grd | $3 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
HBAN | HUNTINGTON BANCSHS | $2 | 0.0% | 145 | 0.0% | 0.00% | 0.0% | |
HPE | Sell | HEWLETT PACKARD ENTERPRI | $2 | -33.3% | 156 | -7.1% | 0.00% | 0.0% |
HRI | HERC HLDGS INC | $2 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
ICSH | AMPLIFY ONLINE RETAIL ETFblackrock ultra | $3 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
GBDC | Buy | GOLUB CAPITAL BDC INC | $3 | +50.0% | 225 | +86.0% | 0.00% | 0.0% |
GSLC | GOLDMAN SACHS ACTVBETA US LRG ETFactivebeta us lg | $2 | -60.0% | 21 | 0.0% | 0.00% | -50.0% | |
GLOBAL X RUSSELL 2000 CVRED CALL ETFrussell 2000 cov | $2 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | ||
BOTZ | New | GLOBAL X ROBOTICS ARTFCL INTLGNC ETFrbtcs artfl inte | $3 | – | 100 | +100.0% | 0.00% | – |
PAVE | GLOBAL X US INFRA DVLPMNT ETFus infr dev etf | $3 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
DRIV | GLOBAL X AUTONOM ELECTRIC VEHICL ETFautonmous ev etf | $2 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
ARGT | GLOBAL X MSCI ARGENTINA ETFgb msci ar etf | $3 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
MRO | New | MARATHON OIL CORP | $3 | – | 137 | +100.0% | 0.00% | – |
HZO | MARINEMAX INC | $3 | 0.0% | 99 | 0.0% | 0.00% | 0.0% | |
GE | Sell | GENERAL ELECTRIC CO | $2 | 0.0% | 24 | -4.0% | 0.00% | 0.0% |
GNRC | GENERAC HOLDINGS INC | $3 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
TAP | MOLSON COORS BEVERAGE CL CLASS Bcl b | $2 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
MOS | THE MOSAIC CO | $2 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
NIO | NIO INC F SPONSORED ADR 1 ADR REPS 1 ORD SHSspon ads | $2 | 0.0% | 188 | 0.0% | 0.00% | 0.0% | |
NNN | New | NATL RETAIL PPTY REIT | $2 | – | 50 | +100.0% | 0.00% | – |
NI | NISOURCE INC 00500 | $2 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
FISV | FISERV INC | $2 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
NZF | NUVEEN MUNICIPAL CREDIT | $2 | 0.0% | 137 | 0.0% | 0.00% | 0.0% | |
FKU | FIRST TRUST UK ALPHADEX ETFunit king alph | $3 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
OCSL | Sell | OAKTREE SPECIALTY LENDIN | $2 | 0.0% | 110 | -66.8% | 0.00% | 0.0% |
EVRG | EVERGY INC | $2 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
EA | ELECTRONIC ARTS INC | $3 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
EW | Buy | EDWARDS LIFESCIENCES | $3 | +200.0% | 38 | +137.5% | 0.00% | – |
ETW | EATON VNCE MGD GLBL BUY | $3 | +50.0% | 310 | 0.0% | 0.00% | 0.0% | |
RIVIAN AUTOMOTIVE INC CLASS A | $3 | -25.0% | 215 | 0.0% | 0.00% | -50.0% | ||
ROCKET LABORATORY USA IN | $2 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | ||
DAR | DARLING INGREDIENTS | $2 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
EMHC | SPDR BLOOMBG EMG MRKT LCL BND ETFbloomberg emg mk | $3 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
DHR | New | DANAHER CORP | $3 | – | 11 | +100.0% | 0.00% | – |
DNP | DNP SELECT INCOME CF | $2 | 0.0% | 195 | 0.0% | 0.00% | 0.0% | |
COTY | COTY INC CLASS A | $2 | +100.0% | 150 | 0.0% | 0.00% | – | |
SCHK | SCHWAB 1000 INDEX ETF1000 index etf | $2 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
SIRI | SIRIUS XM HLDGS INC | $2 | -33.3% | 500 | 0.0% | 0.00% | 0.0% | |
SWKS | SKYWORKS SOLUTIONS | $2 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
SONY | New | SONY GROUP CORP F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $2 | – | 22 | +100.0% | 0.00% | – |
CCL | CARNIVAL CORP F | $2 | 0.0% | 213 | 0.0% | 0.00% | 0.0% | |
SQ | Buy | BLOCK INC CLASS Acl a | $2 | +100.0% | 28 | +133.3% | 0.00% | – |
STEM | Buy | STEM INC | $2 | +100.0% | 312 | +92.6% | 0.00% | – |
CP | CANADIAN PAC RAILWAY F | $2 | +100.0% | 20 | 0.0% | 0.00% | – | |
RGR | Buy | STURM RUGER & CO INC | $3 | 0.0% | 60 | +9.1% | 0.00% | 0.0% |
New | SYMBOTIC INC CLASS A | $2 | – | 100 | +100.0% | 0.00% | – | |
CSX | New | CSX CORP | $3 | – | 86 | +100.0% | 0.00% | – |
TY | Sell | TRI CONTINENTAL CF | $2 | -50.0% | 83 | -50.0% | 0.00% | -50.0% |
VFC | VF CORP | $2 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
VLO | VALERO ENERGY CORP | $3 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
BLACKSTONE SECD LENDING | $2 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | ||
MGC | VANGUARD MEGA CAP GROWTH ETFmega cap index | $3 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
BLV | VANGUARD LONG TERM BOND ETFlong term bond | $3 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
BBY | New | BEST BUY CO INC | $3 | – | 37 | +100.0% | 0.00% | – |
OZK | New | BANK OZK | $2 | – | 50 | +100.0% | 0.00% | – |
VNQI | VANGUARD GLBAL EX US REAL ESTATE ETFglb ex us etf | $3 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
VSS | VGRD FTSE ALL WRLD EX US SML CAP ETFftse smcap etf | $2 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
APOLLO GLOBAL MGMT INC N | $2 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | ||
BUD | New | ANHEUSER BUSCH INBEV S F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $3 | – | 44 | +100.0% | 0.00% | – |
ITAN | New | EA SER TR SPARKLINE NAME CHANGE EFF: 05/26/22sparkline intang | $3 | – | 142 | +100.0% | 0.00% | – |
ACAD | ARBUTUS BIOPHARMA CORP F | $2 | +100.0% | 600 | 0.0% | 0.00% | – | |
WHR | WHIRLPOOL CORP | $2 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
EPI | WISDOMTREE INDIA EARNINGS ETFindia erngs fd | $2 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
IYT | ISHARES US TRANSPORTATION ETFtrans avg etf | $3 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
AGGY | WISDOMTREE YIELD ENHNC U S AGGRE ETFyield enhancd us | $3 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
ZTS | Buy | ZOOM VIDEO COMMUNICATION CLASS Acl a | $2 | +100.0% | 25 | +400.0% | 0.00% | – |
ACGL | ARCH CAP GROUP LTD Ford | $2 | +100.0% | 23 | 0.0% | 0.00% | – | |
GLOBALFOUNDRIES INC Fordinary shares | $3 | +50.0% | 40 | 0.0% | 0.00% | 0.0% | ||
GOGL | GOLDEN OCEAN GROUP F | $3 | +50.0% | 275 | 0.0% | 0.00% | 0.0% | |
INDO | INDONESIA ENERGY CORP F | $3 | 0.0% | 550 | 0.0% | 0.00% | 0.0% | |
JCI | Buy | JOHNSON CONTROLS INTER F | $3 | +200.0% | 54 | +315.4% | 0.00% | – |
STX | SEAGATE TECHNOLOGY HLD F | $3 | +50.0% | 42 | 0.0% | 0.00% | 0.0% | |
EWA | ISHARES MSCI AUSTRALIA ETFmsci aust etf | $3 | 0.0% | 151 | 0.0% | 0.00% | 0.0% | |
EWZ | ISHARES MSCI BRAZIL ETFmsci brazil etf | $3 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
EEMV | EDITAS MEDICINE INCORPORmsci emerg mrkt | $2 | -33.3% | 325 | 0.0% | 0.00% | 0.0% | |
THD | ISHARES MSCI THAILAND ETFmsci thailnd etf | $3 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
SPWR | SUNPOWER CORP | $0 | – | 9 | 0.0% | 0.00% | – | |
New | PROSHARES ULTRA BLOM NAT GAS ETFulsht bloomb gas | $0 | – | 50 | +100.0% | 0.00% | – | |
PORTILLOS INC | $0 | – | 13 | 0.0% | 0.00% | – | ||
TTWO | TAKE TWO INTERACTV | $1 | 0.0% | 10 | 0.0% | 0.00% | – | |
CZR | CAESARS ENTMT INC NEW | $1 | 0.0% | 13 | 0.0% | 0.00% | – | |
TXG | 10X GENOMICS INC CLASS A | $0 | – | 1 | 0.0% | 0.00% | – | |
CVI | New | CVR ENERGY INC | $1 | – | 20 | +100.0% | 0.00% | – |
TEVA | New | TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored ads | $1 | – | 100 | +100.0% | 0.00% | – |
WATT | ENERGOUS CORP | $0 | – | 70 | 0.0% | 0.00% | – | |
IYM | ISHARES US BASIC MATERIALS ETFu.s. bas mtl etf | $1 | 0.0% | 6 | 0.0% | 0.00% | – | |
TLRY | TILRAY BRANDS INC | $0 | – | 135 | 0.0% | 0.00% | – | |
EPAM | EPAM SYSTEMS INC | $1 | 0.0% | 3 | 0.0% | 0.00% | – | |
EQIX | EQUINIX INC REIT | $1 | 0.0% | 1 | 0.0% | 0.00% | – | |
ETSY | ETSY INC | $0 | – | 1 | 0.0% | 0.00% | – | |
EMQQ | EMQQ EMRNG MKT INTRNT ECMRC ETFemqq em intern | $1 | 0.0% | 20 | 0.0% | 0.00% | – | |
NCLH | NORWEGIAN CRUISE LIN F | $0 | – | 29 | 0.0% | 0.00% | – | |
TSN | TYSON FOODS INC CLASS Acl a | $1 | 0.0% | 23 | 0.0% | 0.00% | – | |
SPGI | S&P GLOBAL INC | $0 | – | 1 | 0.0% | 0.00% | – | |
PXH | INVESCO FTSE RAFI EMERGING MARKETS ETFftse rafi emng | $0 | – | 2 | 0.0% | 0.00% | – | |
RBLX | ROBLOX CORP CLASS Acl a | $1 | 0.0% | 25 | 0.0% | 0.00% | – | |
RH | RH | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
New | QUALIGEN THERAPEUTICS INunit ser 1 | $0 | – | 350 | +100.0% | 0.00% | – | |
MANU | MANCHESTER UTD PLC F CLASS Aord cl a | $0 | – | 10 | 0.0% | 0.00% | – | |
STRAN & CO INC | $0 | – | 280 | 0.0% | 0.00% | – | ||
PODD | INSULET CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
PRU | PRUDENTIAL FINL | $1 | 0.0% | 15 | 0.0% | 0.00% | – | |
METEN HOLDING GROUP LT F | $0 | – | 67 | 0.0% | 0.00% | – | ||
APTV | APTIV PLC F | $0 | – | 3 | 0.0% | 0.00% | – | |
FIS | FIDELITY NATL INFO | $0 | – | 3 | 0.0% | 0.00% | – | |
PPL | PPL CORP | $1 | 0.0% | 34 | 0.0% | 0.00% | – | |
PATH | UIPATH INC CLASS Acl a | $0 | – | 3 | 0.0% | 0.00% | – | |
PJT | P J T PARTNERS INCORPORA CLASS A | $0 | – | 2 | 0.0% | 0.00% | – | |
FLIC | New | FIRST LONG ISLAND CO | $1 | – | 101 | +100.0% | 0.00% | – |
OGN | New | ORGANON & CO | $0 | – | 11 | +100.0% | 0.00% | – |
UPS | UNITED PARCEL SRVC CLASS Bcl b | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
FJP | FIRST TRUST JAPAN ALPHADEX ETFjapan alphadex | $1 | 0.0% | 15 | 0.0% | 0.00% | – | |
FYT | FIRST TR SMALL CAP VALU ALPHADEX ETFsml cap val alph | $1 | 0.0% | 25 | 0.0% | 0.00% | – | |
Sell | BROOKFIELD BUSINESS CO F CLASS Acl a | $0 | – | 17 | -15.0% | 0.00% | – | |
FIRST WATCH RESTAURANT G | $0 | – | 18 | 0.0% | 0.00% | – | ||
UNIT | UNITI GROUP INC | $0 | – | 14 | 0.0% | 0.00% | – | |
U | UNITY SOFTWARE INC | $0 | – | 1 | 0.0% | 0.00% | – | |
DBE | New | INVESCO DB ENERGY FUNDenergy fd | $0 | – | 10 | +100.0% | 0.00% | – |
PNR | PENTAIR PLC F | $0 | – | 5 | 0.0% | 0.00% | – | |
BSX | New | BOSTON SCIENTIFIC CO | $1 | – | 28 | +100.0% | 0.00% | – |
DNOW | NOW INC | $1 | 0.0% | 50 | 0.0% | 0.00% | – | |
Exit | GENERATION Z ETFgeneration z etf | $0 | – | -17 | -100.0% | 0.00% | – | |
NBEV | Exit | NEWAGE INC | $0 | – | -2,500 | -100.0% | 0.00% | – |
NAK | New | NORTHERN DYN MINERL F | $1 | – | 3,750 | +100.0% | 0.00% | – |
NKE | NIKE INC CLASS Bcl b | $0 | – | 4 | 0.0% | 0.00% | – | |
GTBP | GT BIOPHARMA INC | $0 | – | 44 | 0.0% | 0.00% | – | |
TEL | TE CONNECTIVITY LTD F | $1 | 0.0% | 7 | 0.0% | 0.00% | – | |
New | GE HEALTHCARE TECHNOLOGI | $1 | – | 7 | +100.0% | 0.00% | – | |
MDB | MONGODB INC CLASS Acl a | $0 | – | 1 | 0.0% | 0.00% | – | |
IT | GARTNER INC | $1 | 0.0% | 2 | 0.0% | 0.00% | – | |
SPOT | SPOTIFY TECHNOLOGY F | $1 | 0.0% | 8 | 0.0% | 0.00% | – | |
IP | INTERNTNL PAPER | $1 | 0.0% | 39 | 0.0% | 0.00% | – | |
MET | METLIFE INC | $1 | -50.0% | 24 | 0.0% | 0.00% | -100.0% | |
MTCH | MATCH GROUP INC NEW | $0 | – | 3 | 0.0% | 0.00% | – | |
ADRE | INVS BLDRS EMERGING MARKT 50 ADR ETFemgring mkts50 | $1 | 0.0% | 31 | 0.0% | 0.00% | – | |
GPN | GLOBAL PAYMENTS INC | $1 | 0.0% | 13 | 0.0% | 0.00% | – | |
GOLD | BARRICK GOLD CORP F | $0 | – | 21 | 0.0% | 0.00% | – | |
SPGP | INVESCO S AND P 500 GARP ETFs&p 500 garp etf | $1 | 0.0% | 7 | 0.0% | 0.00% | – | |
MSTR | Exit | MICROSTRATEGY INC CLASS Acl a new | $0 | – | -10 | -100.0% | 0.00% | – |
ACR | Exit | ACRES COML RLTY CORP F | $0 | – | -1 | -100.0% | 0.00% | – |
MIN | MFS INTERMEDIATE INCOMEsh ben int | $0 | – | 166 | 0.0% | 0.00% | – | |
LYFT | LYFT INC CLASS A | $0 | – | 5 | 0.0% | 0.00% | – | |
LYV | Buy | LIVE NATION ENTRTMNT | $1 | 0.0% | 18 | +5.9% | 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% | – | |
AGR | AVANGRID INC | $1 | 0.0% | 34 | 0.0% | 0.00% | – | |
VTWO | VANGUARD RUSSELL 2000 ETFvng rus2000idx | $1 | 0.0% | 13 | 0.0% | 0.00% | – | |
LSXMA | LIBERTY MEDIA CORP SERIES A LIBERTY SIRIUS XM | $0 | – | 2 | 0.0% | 0.00% | – | |
LMACA | LIBERTY MEDIA CORP SERIES A LIBERTY MEDIA | $0 | – | 1 | 0.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC F | $0 | – | 32 | 0.0% | 0.00% | – | |
LBRDK | LIBERTY BROADBAND CO CLASS C | $0 | – | 1 | 0.0% | 0.00% | – | |
ASTR | ASTRA SPACE INC | $1 | 0.0% | 1,600 | 0.0% | 0.00% | – | |
LBRDA | LIBERTY BROADBAND CO CLASS A | $0 | – | 1 | 0.0% | 0.00% | – | |
LHX | L3HARRIS TECHNOLOGIES IN | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
VBK | VBI VACCINES INC Fsml cp grw etf | $0 | – | 1,150 | 0.0% | 0.00% | – | |
NAV | Exit | NORTHERN DYN MINERL F | $0 | – | -3,750 | -100.0% | 0.00% | – |
Sell | KYNDRYL HLDGS INC | $1 | 0.0% | 39 | -27.8% | 0.00% | – | |
KRBN | KRANESHARES GLOBAL CARBON STG ETFglobal carb stra | $1 | – | 13 | 0.0% | 0.00% | – | |
IBTD | Exit | ISHARES IBONDS TERM TREASURY ETFibonds 23 trm ts | $0 | – | -47 | -100.0% | 0.00% | – |
AIG | Sell | AMERICAN INTL GROUP | $0 | – | 3 | -50.0% | 0.00% | – |
KDP | KEURIG DR PEPPER INC | $0 | – | 2 | 0.0% | 0.00% | – | |
KMPH | ZEVRA THERAPEUTICS INC | $1 | 0.0% | 200 | 0.0% | 0.00% | – | |
VRSN | VERISIGN INC | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
GDDY | Buy | GO DADDY GROUP INC CLASS Acl a | $0 | – | 6 | +100.0% | 0.00% | – |
AMJ | JP MORGAN CHASE ALERIAN ETNalerian ml etn | $1 | 0.0% | 33 | 0.0% | 0.00% | – | |
VTRS | New | VIATRIS INC | $0 | – | 18 | +100.0% | 0.00% | – |
AAL | New | AMERICAN AIRLS GROUP | $1 | – | 87 | +100.0% | 0.00% | – |
AGNC | Exit | A G N C INVESTMENT CORP REIT | $0 | – | -5 | -100.0% | 0.00% | – |
ARGENT MID CAP ETF IVargent mid cap | $1 | 0.0% | 27 | 0.0% | 0.00% | – | ||
SPCE | VIRGIN GALACTIC HLDGS IN CLASS A | $0 | – | 25 | 0.0% | 0.00% | – | |
REM | ISHARES MORTGAGE REAL ESTATE ETFmortge rel etf | $1 | 0.0% | 31 | 0.0% | 0.00% | – | |
GH | GUARDANT HEALTH INC | $0 | – | 7 | 0.0% | 0.00% | – | |
New | HALEON PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHSspon ads | $0 | – | 50 | +100.0% | 0.00% | – | |
HR | HEALTHCARE REALTY TRUST CLASS A | $0 | – | 1 | 0.0% | 0.00% | – | |
AL | ALCON INC Fcl a | $0 | – | 5 | 0.0% | 0.00% | – | |
WBA | WALGREENS BOOTS ALLI | $1 | 0.0% | 31 | 0.0% | 0.00% | – | |
ABNB | Sell | AIRBNB INC CLASS A | $0 | -100.0% | 1 | -94.1% | 0.00% | – |
AAP | ADVANCE AUTO PARTS | $0 | – | 3 | 0.0% | 0.00% | – | |
HUBS | HUBSPOT INC | $0 | – | 1 | 0.0% | 0.00% | – | |
WDC | WESTERN DIGITAL CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
RLX | Exit | RLX TECHNOLOGY INC SPO F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored ads | $0 | – | -500 | -100.0% | 0.00% | – |
EPHE | ISHARES MSCI PHILIPPINES ETFmsci philips etf | $1 | 0.0% | 38 | 0.0% | 0.00% | – | |
GSG | ISHARES S&P GSCI COMMODITY INDXD ETFunit ben int | $0 | – | 10 | 0.0% | 0.00% | – | |
HYMC | HYCROFT MNG HLDG CORP CLASS A | $0 | – | 200 | 0.0% | 0.00% | – | |
Exit | MICRO FOCUS INTERNTNL F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSspon adr new | $0 | – | -15 | -100.0% | 0.00% | – | |
IMGN | IMMUNOGEN INC | $0 | – | 13 | 0.0% | 0.00% | – | |
Exit | COHERENT CORP | $0 | – | -10 | -100.0% | 0.00% | – | |
IHE | ISHARES US PHARMACEUTICALS ETFu.s. pharma etf | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
IHF | ISHARES US HEALTHCARE PRO ETFus hlthcr pr etf | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
WOLFSPEED INC | $0 | – | 7 | 0.0% | 0.00% | – | ||
WOPEY | New | WOODSIDE ENERGY GROUP F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $1 | – | 33 | +100.0% | 0.00% | – |
WDAY | WORKDAY INC CLASS Acl a | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
AMC | AMC ENTERTAINMENT CLASS A | $1 | – | 100 | 0.0% | 0.00% | – | |
AMCX | AMC NETWORKS INC CL CLASS Acl a | $0 | – | 4 | 0.0% | 0.00% | – | |
NSPR | INSPIREMD INC | $0 | – | 4 | 0.0% | 0.00% | – | |
ZBH | ZIMMER BIOMET HLDGS | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
DB | New | DEUTSCHE BK AKTIENGE Fnamen akt | $1 | – | 87 | +100.0% | 0.00% | – |
DBO | Buy | INVESCO DB OIL FUNDoil fd | $1 | 0.0% | 75 | +15.4% | 0.00% | – |
TEAM | ATLASSIAN CORP CLASS Acl a | $0 | – | 2 | 0.0% | 0.00% | – | |
BBU | Sell | BROOKFIELD BUSINESS P LPunit ltd lp | $1 | 0.0% | 42 | -16.0% | 0.00% | – |
USRT | ISHARES CORE US REIT ETFcre u s reit etf | $1 | 0.0% | 25 | 0.0% | 0.00% | – | |
ETN | EATON CORP PLC F | $1 | – | 3 | 0.0% | 0.00% | – | |
CONTEXT THERAPEUTICS INC | $0 | – | 155 | 0.0% | 0.00% | – | ||
SMG | SCOTTS MIRACLE GRO COcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
SE | SEA LTD F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSsponsord ads | $0 | – | 2 | 0.0% | 0.00% | – | |
CORE & MAIN INC CLASS Acl a | $0 | – | 12 | 0.0% | 0.00% | – | ||
CONE | CO DIAGNOSTICS INC | $0 | – | 35 | 0.0% | 0.00% | – | |
CRL | CHARLES RIVER LABS | $0 | – | 1 | 0.0% | 0.00% | – | |
CHPT | CHARGEPOINT HOLDINGS INC CLASS A | $0 | – | 31 | 0.0% | 0.00% | – | |
HAUZ | XTRACKERS INTER REAL EST ETFxtrack intl real | $0 | – | 12 | 0.0% | 0.00% | – | |
CRNC | CERENCE INC | $0 | – | 4 | 0.0% | 0.00% | – | |
DXC | Sell | D X C TECHNOLOGY CO 0050 | $0 | – | 13 | -7.1% | 0.00% | – |
SHAK | Buy | SHAKE SHACK CLASS Acl a | $1 | 0.0% | 26 | +62.5% | 0.00% | – |
DDOG | DATADOG INC CLASS A | $1 | 0.0% | 13 | 0.0% | 0.00% | – | |
DNN | DENISON MINES CORP F | $0 | – | 50 | 0.0% | 0.00% | – | |
IRDM | IRIDIUM COMMUNICATIONS I | $0 | – | 5 | 0.0% | 0.00% | – | |
SITC | SITE CTRS CORP | $1 | 0.0% | 75 | 0.0% | 0.00% | – | |
DBC | INVSC DB COMMODITY INDEX TRACKNG ETFunit | $0 | – | 19 | 0.0% | 0.00% | – | |
SNAP | SNAP INC CLASS Acl a | $0 | – | 5 | 0.0% | 0.00% | – | |
RWR | SPDR DOW JONES REIT ETFdj reit etf | $1 | 0.0% | 14 | 0.0% | 0.00% | – | |
IONS | IONIS PHARMACEUTICALS IN | $0 | – | 11 | 0.0% | 0.00% | – | |
DIGITAL WORLD ACQUISITIO CLASS A | $1 | -50.0% | 100 | 0.0% | 0.00% | -100.0% | ||
DLB | DOLBY LABORATORIES CLASS A | $1 | – | 6 | 0.0% | 0.00% | – | |
DKNG | Sell | DRAFTKINGS INC NEW CLASS A | $1 | 0.0% | 50 | -50.0% | 0.00% | – |
CTLT | CATALENT INC | $0 | – | 3 | 0.0% | 0.00% | – | |
SR | Sell | SPIRE INC | $0 | -100.0% | 5 | -50.0% | 0.00% | – |
IVZ | INVESCO LTD F | $1 | 0.0% | 60 | 0.0% | 0.00% | – | |
Buy | DUTCH BROS INC CLASS Acl a | $1 | – | 23 | +76.9% | 0.00% | – | |
CGC | CANOPY GROWTH CORP F | $0 | – | 121 | 0.0% | 0.00% | – | |
USHY | Exit | ISHARES BROAD USD HG YLD CRP BND ETFbroad usd high | $0 | – | -60 | -100.0% | -0.00% | – |
HRZN | Exit | HORIZON TECH FIN | $0 | – | -131 | -100.0% | -0.00% | – |
EMHY | Exit | ISHARES JP MRGN EM HIGH YLD BD ETFjp mrgn em hi bd | $0 | – | -120 | -100.0% | -0.00% | – |
RPG | Exit | INVSC S P 500 PURE GROWTH ETFs&p500 pur gwt | $0 | – | -51 | -100.0% | -0.00% | – |
SRET | Exit | GLOBAL X SUPERDIVIDEND REIT ETFreit etf | $0 | – | -421 | -100.0% | -0.00% | – |
RY | Exit | ROYAL BANK OF CANADA F | $0 | – | -100 | -100.0% | -0.00% | – |
TGTX | Exit | TG THERAPEUTICS INC | $0 | – | -700 | -100.0% | -0.00% | – |
DBA | Exit | INVESCO DB AGRICULTURE FUNDagriculture fd | $0 | – | -500 | -100.0% | -0.01% | – |
STOR | Exit | STORE CAPITAL CORP REIT | $0 | – | -312 | -100.0% | -0.01% | – |
SHAG | Exit | WISDOMTREE YLD ENHN U S SHRT TRM ETFyield enhanced | $0 | – | -518 | -100.0% | -0.01% | – |
NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -254 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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.