$291 Million is the total value of HHM Wealth Advisors, LLC's 559 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 24.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $56,554,000 | +18.0% | 881,735 | +1.7% | 19.43% | +1.4% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $41,964,000 | +12.9% | 461,190 | -1.2% | 14.42% | -3.0% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $32,218,000 | +11.2% | 250,896 | -0.3% | 11.07% | -4.5% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $22,879,000 | +22.0% | 335,562 | -0.7% | 7.86% | +4.8% |
| USMV | Buy | ISHARES TRmsci usa min vol | $14,414,000 | +9.1% | 212,342 | +2.4% | 4.95% | -6.2% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $9,593,000 | +13.0% | 215,757 | +0.4% | 3.30% | -2.9% |
| FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $6,650,000 | +16.6% | 235,308 | -2.1% | 2.28% | +0.2% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $6,524,000 | +9.3% | 46,216 | -0.4% | 2.24% | -6.1% |
| AAPL | Buy | APPLE INC | $6,210,000 | +22.8% | 46,801 | +7.2% | 2.13% | +5.5% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $4,905,000 | +15.4% | 136,223 | +0.7% | 1.68% | -0.8% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $4,321,000 | +30.2% | 48,547 | -0.1% | 1.48% | +11.8% |
| JPUS | Sell | J P MORGAN EXCHANGE-TRADED Fjpmorgan diver | $3,807,000 | +8.9% | 45,512 | -3.7% | 1.31% | -6.4% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $3,092,000 | +3.1% | 59,885 | +2.9% | 1.06% | -11.4% |
| MSFT | Buy | MICROSOFT CORP | $2,673,000 | +8.2% | 12,020 | +2.3% | 0.92% | -7.1% |
| TFI | Buy | SPDR SER TRnuveen brc munic | $2,508,000 | +24.2% | 47,782 | +22.8% | 0.86% | +6.7% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $2,510,000 | +18.5% | 85,710 | -0.6% | 0.86% | +1.8% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,489,000 | +13.0% | 29,898 | +12.5% | 0.86% | -2.8% |
| FNDB | Sell | SCHWAB STRATEGIC TRschwab fdt us bm | $2,274,000 | +16.5% | 50,651 | -1.1% | 0.78% | +0.1% |
| NSC | Buy | NORFOLK SOUTHN CORP | $2,233,000 | +11.1% | 9,397 | +0.1% | 0.77% | -4.5% |
| AMZN | Buy | AMAZON COM INC | $2,198,000 | +12.6% | 675 | +8.9% | 0.76% | -3.2% |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $1,838,000 | +26.1% | 42,830 | -2.8% | 0.63% | +8.2% |
| PNFP | PINNACLE FINL PARTNERS INC | $1,531,000 | +81.0% | 23,780 | 0.0% | 0.53% | +55.6% | |
| V | Sell | VISA INC | $1,286,000 | +6.8% | 5,881 | -2.3% | 0.44% | -8.1% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,154,000 | +18.0% | 9,046 | 0.0% | 0.40% | +1.3% | |
| SO | SOUTHERN CO | $1,038,000 | +13.3% | 16,898 | 0.0% | 0.36% | -2.5% | |
| HD | Sell | HOME DEPOT INC | $938,000 | -5.6% | 3,532 | -1.3% | 0.32% | -18.9% |
| PG | PROCTER AND GAMBLE CO | $921,000 | +0.1% | 6,620 | 0.0% | 0.32% | -14.1% | |
| HCA | Buy | HCA HEALTHCARE INC | $897,000 | +39.1% | 5,454 | +5.4% | 0.31% | +19.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $866,000 | +21.1% | 494 | +1.2% | 0.30% | +3.8% |
| MRK | MERCK & CO. INC | $798,000 | -1.5% | 9,760 | 0.0% | 0.27% | -15.4% | |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $782,000 | 0.0% | 13,962 | +0.2% | 0.27% | -14.1% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $780,000 | +2.4% | 20,549 | -4.6% | 0.27% | -12.1% |
| DRW | Sell | WISDOMTREE TRglb ex us rl est | $754,000 | -4.2% | 29,386 | -9.2% | 0.26% | -17.8% |
| SDY | SPDR SER TRs&p divid etf | $730,000 | +14.6% | 6,893 | 0.0% | 0.25% | -1.6% | |
| JPIN | Buy | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $729,000 | +21.3% | 12,517 | +7.5% | 0.25% | +4.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $716,000 | +9.1% | 1,908 | -2.2% | 0.25% | -6.1% |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $697,000 | +20.4% | 2,747 | 0.0% | 0.24% | +3.5% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $674,000 | +8.9% | 2,906 | 0.0% | 0.23% | -6.1% | |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $641,000 | +8.3% | 7,044 | -4.1% | 0.22% | -7.2% |
| DIS | Buy | DISNEY WALT CO | $621,000 | +69.7% | 3,428 | +16.3% | 0.21% | +45.9% |
| CAT | Buy | CATERPILLAR INC | $621,000 | +26.2% | 3,410 | +3.3% | 0.21% | +8.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $610,000 | +10.7% | 3,879 | +4.9% | 0.21% | -4.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $579,000 | +38.5% | 4,555 | +4.8% | 0.20% | +19.2% |
| CSCO | Sell | CISCO SYS INC | $569,000 | +8.6% | 12,719 | -4.5% | 0.20% | -6.7% |
| TM | Sell | TOYOTA MOTOR CORP | $552,000 | +13.1% | 3,571 | -3.2% | 0.19% | -2.6% |
| UBER | UBER TECHNOLOGIES INC | $551,000 | +39.8% | 10,805 | 0.0% | 0.19% | +19.6% | |
| MAA | MID-AMER APT CMNTYS INC | $545,000 | +9.2% | 4,300 | 0.0% | 0.19% | -6.0% | |
| TTD | Buy | THE TRADE DESK INC | $521,000 | +52000.0% | 651 | +65000.0% | 0.18% | – |
| BAC | BK OF AMERICA CORP | $508,000 | +25.7% | 16,764 | 0.0% | 0.18% | +8.0% | |
| FRD | FRIEDMAN INDS INC | $506,000 | +18.2% | 73,751 | 0.0% | 0.17% | +1.8% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $507,000 | +91.3% | 2,208 | +54.3% | 0.17% | +64.2% |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $493,000 | +13.1% | 5,384 | 0.0% | 0.17% | -2.9% | |
| UNP | Buy | UNION PAC CORP | $492,000 | +11.6% | 2,363 | +5.6% | 0.17% | -4.0% |
| KO | Sell | COCA COLA CO | $456,000 | +5.1% | 8,321 | -5.4% | 0.16% | -9.8% |
| GE | Sell | GENERAL ELECTRIC CO | $452,000 | +63.8% | 41,830 | -5.5% | 0.16% | +40.9% |
| ILCG | ISHARES TRmrngstr lg-cp gr | $442,000 | +8.3% | 1,525 | 0.0% | 0.15% | -6.7% | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $435,000 | -0.5% | 20,004 | 0.0% | 0.15% | -14.9% | |
| NKE | Buy | NIKE INCcl b | $425,000 | +20.1% | 3,007 | +6.7% | 0.15% | +2.8% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $415,000 | +8.1% | 6,970 | -5.2% | 0.14% | -7.1% |
| INTC | Buy | INTEL CORP | $410,000 | +5.4% | 8,226 | +9.4% | 0.14% | -9.6% |
| AMGN | Buy | AMGEN INC | $404,000 | +15.8% | 1,757 | +27.9% | 0.14% | -0.7% |
| ZEUS | OLYMPIC STEEL INC | $381,000 | +17.2% | 28,576 | 0.0% | 0.13% | +0.8% | |
| TWI | TITAN INTL INC ILL | $375,000 | +68.2% | 77,236 | 0.0% | 0.13% | +44.9% | |
| T | Buy | AT&T INC | $369,000 | +6.3% | 12,823 | +5.3% | 0.13% | -8.6% |
| FHN | FIRST HORIZON CORPORATION | $362,000 | +35.1% | 28,386 | 0.0% | 0.12% | +15.9% | |
| OKTA | OKTA INCcl a | $356,000 | +19.1% | 1,400 | 0.0% | 0.12% | +1.7% | |
| CVX | Buy | CHEVRON CORP NEW | $348,000 | +23.8% | 4,115 | +5.6% | 0.12% | +7.1% |
| NFLX | Buy | NETFLIX INC | $346,000 | +206.2% | 640 | +184.4% | 0.12% | +164.4% |
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $332,000 | -6.7% | 15,641 | -6.3% | 0.11% | -19.7% |
| MDT | Buy | MEDTRONIC PLC | $330,000 | +17.9% | 2,816 | +4.4% | 0.11% | +0.9% |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $324,000 | +0.6% | 14,788 | 0.0% | 0.11% | -14.0% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $306,000 | +38.5% | 874 | +23.4% | 0.10% | +19.3% |
| DE | Buy | DEERE & CO | $304,000 | +128.6% | 1,132 | +88.0% | 0.10% | +96.2% |
| ABBV | ABBVIE INC | $303,000 | +22.2% | 2,832 | 0.0% | 0.10% | +5.1% | |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $300,000 | +14.5% | 2,586 | +9.3% | 0.10% | -1.9% |
| DAL | Buy | DELTA AIR LINES INC DEL | $296,000 | +48.0% | 7,361 | +12.8% | 0.10% | +27.5% |
| LLY | LILLY ELI & CO | $296,000 | +14.3% | 1,752 | 0.0% | 0.10% | -1.9% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $295,000 | -2.3% | 5,025 | -0.9% | 0.10% | -16.5% |
| TXN | Buy | TEXAS INSTRS INC | $288,000 | +22.0% | 1,753 | +6.0% | 0.10% | +5.3% |
| TFC | TRUIST FINL CORP | $285,000 | +26.1% | 5,945 | 0.0% | 0.10% | +8.9% | |
| PEP | Buy | PEPSICO INC | $283,000 | +20.9% | 1,906 | +12.7% | 0.10% | +3.2% |
| TSLA | Sell | TESLA INC | $282,000 | +53.3% | 400 | -7.0% | 0.10% | +31.1% |
| GOOG | ALPHABET INCcap stk cl c | $280,000 | +19.1% | 160 | 0.0% | 0.10% | +2.1% | |
| MO | ALTRIA GROUP INC | $273,000 | +6.2% | 6,655 | 0.0% | 0.09% | -8.7% | |
| PYPL | Buy | PAYPAL HLDGS INC | $271,000 | +86.9% | 1,156 | +57.1% | 0.09% | +60.3% |
| SQ | Buy | SQUARE INCcl a | $271,000 | +110.1% | 1,245 | +56.6% | 0.09% | +78.8% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $249,000 | +16.4% | 6,610 | +0.3% | 0.09% | 0.0% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $247,000 | -5.4% | 1,105 | -13.7% | 0.08% | -18.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $248,000 | +20.4% | 4,733 | +6.1% | 0.08% | +3.7% |
| FNDC | Sell | SCHWAB STRATEGIC TRschwb fdt int sc | $246,000 | +16.0% | 7,065 | -0.3% | 0.08% | 0.0% |
| HON | Buy | HONEYWELL INTL INC | $243,000 | +52.8% | 1,143 | +18.1% | 0.08% | +29.7% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $243,000 | +14.1% | 1,249 | 0.0% | 0.08% | -2.4% | |
| BA | Buy | BOEING CO | $239,000 | +67.1% | 1,117 | +28.8% | 0.08% | +43.9% |
| XOM | Sell | EXXON MOBIL CORP | $240,000 | +13.2% | 5,830 | -5.7% | 0.08% | -3.5% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $239,000 | +2290.0% | 5,062 | +1908.7% | 0.08% | +1950.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $234,000 | +7.3% | 656 | +1.7% | 0.08% | -8.0% |
| CINF | Sell | CINCINNATI FINL CORP | $230,000 | +7.0% | 2,633 | -4.4% | 0.08% | -8.1% |
| VO | VANGUARD INDEX FDSmid cap etf | $220,000 | +17.0% | 1,065 | 0.0% | 0.08% | +1.3% | |
| AMT | AMERICAN TOWER CORP NEW | $222,000 | -7.1% | 987 | 0.0% | 0.08% | -20.8% | |
| ABT | ABBOTT LABS | $220,000 | +0.5% | 2,012 | 0.0% | 0.08% | -13.6% | |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $210,000 | +1066.7% | 2,260 | +900.0% | 0.07% | +928.6% |
| MU | MICRON TECHNOLOGY INC | $203,000 | +59.8% | 2,700 | 0.0% | 0.07% | +37.3% | |
| CRY | CRYOLIFE INC | $205,000 | +28.1% | 8,665 | 0.0% | 0.07% | +9.4% | |
| TWLO | TWILIO INCcl a | $203,000 | +37.2% | 600 | 0.0% | 0.07% | +18.6% | |
| JETS | ETF SER SOLUTIONSus glb jets | $203,000 | +32.7% | 9,080 | 0.0% | 0.07% | +14.8% | |
| AXP | Buy | AMERICAN EXPRESS CO | $198,000 | +40.4% | 1,641 | +16.7% | 0.07% | +21.4% |
| CYH | COMMUNITY HEALTH SYS INC NEW | $188,000 | +75.7% | 25,250 | 0.0% | 0.06% | +51.2% | |
| WMT | WALMART INC | $185,000 | +3.4% | 1,281 | 0.0% | 0.06% | -11.1% | |
| TIP | ISHARES TRtips bd etf | $186,000 | +1.1% | 1,458 | 0.0% | 0.06% | -13.5% | |
| CVS | Buy | CVS HEALTH CORP | $185,000 | +25.9% | 2,711 | +8.0% | 0.06% | +8.5% |
| SHW | SHERWIN WILLIAMS CO | $184,000 | +5.7% | 250 | 0.0% | 0.06% | -10.0% | |
| FDX | Sell | FEDEX CORP | $181,000 | -40.3% | 698 | -42.1% | 0.06% | -48.8% |
| TMO | THERMO FISHER SCIENTIFIC INC | $180,000 | +5.3% | 387 | 0.0% | 0.06% | -8.8% | |
| CRM | SALESFORCE COM INC | $180,000 | -11.8% | 810 | 0.0% | 0.06% | -24.4% | |
| SBUX | STARBUCKS CORP | $173,000 | +24.5% | 1,613 | 0.0% | 0.06% | +5.4% | |
| ORCL | Buy | ORACLE CORP | $165,000 | +44.7% | 2,553 | +33.5% | 0.06% | +23.9% |
| ILCB | ISHARES TRmrngstr lg-cp et | $166,000 | +11.4% | 765 | 0.0% | 0.06% | -5.0% | |
| DUK | DUKE ENERGY CORP NEW | $157,000 | +3.3% | 1,713 | 0.0% | 0.05% | -11.5% | |
| ROKU | ROKU INC | $157,000 | +76.4% | 472 | 0.0% | 0.05% | +50.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $158,000 | +3.3% | 2,541 | 0.0% | 0.05% | -11.5% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $153,000 | -15.5% | 906 | -16.5% | 0.05% | -26.4% |
| PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $155,000 | +2.0% | 5,700 | 0.0% | 0.05% | -13.1% | |
| NVDA | NVIDIA CORPORATION | $152,000 | -3.2% | 291 | 0.0% | 0.05% | -17.5% | |
| PFE | Buy | PFIZER INC | $151,000 | +14.4% | 4,093 | +13.9% | 0.05% | -1.9% |
| VV | VANGUARD INDEX FDSlarge cap etf | $152,000 | +11.8% | 867 | 0.0% | 0.05% | -3.7% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $149,000 | +24.2% | 2,086 | 0.0% | 0.05% | +6.2% | |
| FTNT | New | FORTINET INC | $149,000 | – | 1,000 | +100.0% | 0.05% | – |
| SPSB | New | SPDR SER TRportfolio short | $147,000 | – | 4,690 | +100.0% | 0.05% | – |
| FEX | FIRST TR LRGE CP CORE ALPHA | $147,000 | +16.7% | 2,000 | 0.0% | 0.05% | 0.0% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $142,000 | +13.6% | 1,316 | 0.0% | 0.05% | -2.0% | |
| FB | FACEBOOK INCcl a | $143,000 | +4.4% | 525 | 0.0% | 0.05% | -10.9% | |
| ICSH | New | ISHARES TRblackrock ultra | $142,000 | – | 2,805 | +100.0% | 0.05% | – |
| COST | COSTCO WHSL CORP NEW | $141,000 | +6.8% | 373 | 0.0% | 0.05% | -9.4% | |
| OZK | BANK OZK | $141,000 | +46.9% | 4,520 | 0.0% | 0.05% | +26.3% | |
| PFF | ISHARES TRpfd and incm sec | $141,000 | +5.2% | 3,670 | 0.0% | 0.05% | -11.1% | |
| MASI | MASIMO CORP | $134,000 | +13.6% | 500 | 0.0% | 0.05% | -2.1% | |
| LB | Sell | L BRANDS INC | $134,000 | +6.3% | 3,592 | -9.3% | 0.05% | -8.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $134,000 | +362.1% | 2,682 | +293.3% | 0.05% | +283.3% |
| RBNC | RELIANT BANCORP INC | $134,000 | +28.8% | 7,185 | 0.0% | 0.05% | +9.5% | |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $133,000 | +269.4% | 2,569 | +185.8% | 0.05% | +228.6% |
| IJS | New | ISHARES TRsp smcp600vl etf | $135,000 | – | 1,660 | +100.0% | 0.05% | – |
| MHK | MOHAWK INDS INC | $134,000 | +44.1% | 948 | 0.0% | 0.05% | +24.3% | |
| TSCO | Buy | TRACTOR SUPPLY CO | $132,000 | +71.4% | 941 | +75.9% | 0.04% | +45.2% |
| CBRL | CRACKER BARREL OLD CTRY STOR | $129,000 | +15.2% | 980 | 0.0% | 0.04% | -2.2% | |
| IYW | Buy | ISHARES TRu.s. tech etf | $127,000 | +13.4% | 1,492 | +300.0% | 0.04% | -2.2% |
| BLK | BLACKROCK INC | $128,000 | +28.0% | 178 | 0.0% | 0.04% | +10.0% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $127,000 | +21.0% | 358 | +31.1% | 0.04% | +4.8% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $126,000 | +10.5% | 1,092 | -4.5% | 0.04% | -6.5% |
| F | Sell | FORD MTR CO DEL | $126,000 | +28.6% | 14,376 | -2.7% | 0.04% | +10.3% |
| EFA | Sell | ISHARES TRmsci eafe etf | $122,000 | +1.7% | 1,670 | -11.4% | 0.04% | -12.5% |
| CGNX | New | COGNEX CORP | $122,000 | – | 1,518 | +100.0% | 0.04% | – |
| MCD | MCDONALDS CORP | $118,000 | -2.5% | 551 | 0.0% | 0.04% | -14.6% | |
| COP | Sell | CONOCOPHILLIPS | $116,000 | +10.5% | 2,895 | -9.4% | 0.04% | -4.8% |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $115,000 | – | 300 | +100.0% | 0.04% | – |
| GDV | GABELLI DIVID & INCOME TR | $116,000 | +17.2% | 5,400 | 0.0% | 0.04% | 0.0% | |
| DHR | Buy | DANAHER CORPORATION | $113,000 | +61.4% | 507 | +55.0% | 0.04% | +39.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $110,000 | +7.8% | 1,195 | -17.4% | 0.04% | -7.3% |
| BOE | BLACKROCK ENHANCED GLOBAL DI | $109,000 | +13.5% | 10,000 | 0.0% | 0.04% | -2.6% | |
| VOO | Buy | VANGUARD INDEX FDS | $109,000 | +12.4% | 319 | +0.9% | 0.04% | -5.1% |
| OEF | ISHARES TRs&p 100 etf | $108,000 | +10.2% | 632 | 0.0% | 0.04% | -5.1% | |
| NVS | NOVARTIS AGsponsored adr | $108,000 | +8.0% | 1,147 | 0.0% | 0.04% | -7.5% | |
| RYH | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $109,000 | -19.9% | 417 | -27.7% | 0.04% | -31.5% |
| HUBS | New | HUBSPOT INC | $104,000 | – | 263 | +100.0% | 0.04% | – |
| PSX | PHILLIPS 66 | $104,000 | +35.1% | 1,489 | 0.0% | 0.04% | +16.1% | |
| DOCU | New | DOCUSIGN INC | $101,000 | – | 455 | +100.0% | 0.04% | – |
| VNQ | VANGUARD INDEX FDSreal estate etf | $103,000 | +7.3% | 1,212 | 0.0% | 0.04% | -7.9% | |
| DGRO | Buy | ISHARES TRcore div grwth | $103,000 | +13.2% | 2,292 | +0.6% | 0.04% | -2.8% |
| UNM | Sell | UNUM GROUP | $102,000 | +13.3% | 4,454 | -16.8% | 0.04% | -2.8% |
| GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $103,000 | +10.8% | 1,365 | 0.0% | 0.04% | -5.4% | |
| RYE | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $101,000 | -22.3% | 3,261 | -43.4% | 0.04% | -32.7% |
| GILD | Sell | GILEAD SCIENCES INC | $101,000 | -34.4% | 1,741 | -28.5% | 0.04% | -43.5% |
| HYD | VANECK VECTORS ETF TRhigh yld mun etf | $98,000 | +2.1% | 1,600 | 0.0% | 0.03% | -10.5% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $98,000 | +10.1% | 261 | -2.2% | 0.03% | -5.6% |
| NXR | NUVEEN SELECT TAX FREE INCOMsh ben int | $95,000 | +6.7% | 5,450 | 0.0% | 0.03% | -8.3% | |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $96,000 | – | 1,891 | +100.0% | 0.03% | – |
| YUM | YUM BRANDS INC | $95,000 | +18.8% | 874 | 0.0% | 0.03% | +3.1% | |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $97,000 | +1.0% | 700 | -2.2% | 0.03% | -13.2% |
| MWA | MUELLER WTR PRODS INC | $95,000 | +18.8% | 7,672 | 0.0% | 0.03% | +3.1% | |
| CSM | PROSHARES TRlarge cap cre | $92,000 | +10.8% | 1,085 | 0.0% | 0.03% | -3.0% | |
| UBS | UBS GROUP AG | $92,000 | +27.8% | 6,500 | 0.0% | 0.03% | +10.3% | |
| TRV | TRAVELERS COMPANIES INC | $92,000 | +29.6% | 653 | 0.0% | 0.03% | +14.3% | |
| OLN | OLIN CORP | $94,000 | +100.0% | 3,815 | 0.0% | 0.03% | +68.4% | |
| NXP | NUVEEN SELECT TAX-FREE INCOMsh ben int | $94,000 | +6.8% | 5,300 | 0.0% | 0.03% | -8.6% | |
| QCOM | Sell | QUALCOMM INC | $89,000 | -10.1% | 583 | -30.8% | 0.03% | -22.5% |
| BX | BLACKSTONE GROUP INC | $91,000 | +24.7% | 1,400 | 0.0% | 0.03% | +6.9% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $89,000 | +23.6% | 4,564 | 0.0% | 0.03% | +6.9% | |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $88,000 | – | 452 | +100.0% | 0.03% | – |
| SHOP | New | SHOPIFY INCcl a | $86,000 | – | 76 | +100.0% | 0.03% | – |
| NVO | NOVO-NORDISK A Sadr | $87,000 | +1.2% | 1,240 | 0.0% | 0.03% | -11.8% | |
| RYF | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $86,000 | +24.6% | 1,800 | 0.0% | 0.03% | +7.1% | |
| NVCR | New | NOVOCURE LTD | $87,000 | – | 500 | +100.0% | 0.03% | – |
| D | DOMINION ENERGY INC | $84,000 | -4.5% | 1,120 | 0.0% | 0.03% | -17.1% | |
| XMPT | VANECK VECTORS ETF TR | $83,000 | +6.4% | 2,900 | 0.0% | 0.03% | -6.5% | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $85,000 | +1.2% | 3,800 | 0.0% | 0.03% | -14.7% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $83,000 | +27.7% | 469 | 0.0% | 0.03% | +11.5% | |
| RF | REGIONS FINANCIAL CORP NEW | $85,000 | +39.3% | 5,291 | 0.0% | 0.03% | +20.8% | |
| PM | PHILIP MORRIS INTL INC | $81,000 | +9.5% | 984 | 0.0% | 0.03% | -6.7% | |
| AMLP | ALPS ETF TRalerian mlp | $82,000 | +28.1% | 3,200 | 0.0% | 0.03% | +7.7% | |
| BGY | BLACKROCK ENHANCED INTL DIV | $82,000 | +10.8% | 14,000 | 0.0% | 0.03% | -6.7% | |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $82,000 | -29.9% | 1,284 | +153.3% | 0.03% | -40.4% |
| AMP | AMERIPRISE FINL INC | $78,000 | +25.8% | 400 | 0.0% | 0.03% | +8.0% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $80,000 | +27.0% | 412 | 0.0% | 0.03% | +8.0% | |
| RHS | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $79,000 | +6.8% | 520 | 0.0% | 0.03% | -10.0% | |
| CL | COLGATE PALMOLIVE CO | $78,000 | +11.4% | 910 | 0.0% | 0.03% | -3.6% | |
| BKNG | New | BOOKING HOLDINGS INC | $76,000 | – | 34 | +100.0% | 0.03% | – |
| SFIX | STITCH FIX INC | $75,000 | +114.3% | 1,282 | 0.0% | 0.03% | +85.7% | |
| BSMM | INVESCO EXCH TRD SLF IDX FD | $76,000 | 0.0% | 2,975 | 0.0% | 0.03% | -13.3% | |
| BSMN | INVESCO EXCH TRD SLF IDX FD | $76,000 | 0.0% | 2,965 | 0.0% | 0.03% | -13.3% | |
| TDG | New | TRANSDIGM GROUP INC | $72,000 | – | 117 | +100.0% | 0.02% | – |
| ADBE | ADOBE SYSTEMS INCORPORATED | $74,000 | +1.4% | 148 | 0.0% | 0.02% | -13.8% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $73,000 | -1.4% | 1,475 | 0.0% | 0.02% | -16.7% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $73,000 | +35.2% | 527 | 0.0% | 0.02% | +13.6% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $71,000 | -12.3% | 563 | -15.1% | 0.02% | -25.0% |
| AMAT | APPLIED MATLS INC | $69,000 | +43.8% | 805 | 0.0% | 0.02% | +26.3% | |
| VLO | Buy | VALERO ENERGY CORP | $70,000 | +62.8% | 1,235 | +23.5% | 0.02% | +41.2% |
| BTI | BRITISH AMERN TOB PLCsponsored adr | $71,000 | +4.4% | 1,893 | 0.0% | 0.02% | -11.1% | |
| DOW | Sell | DOW INC | $69,000 | +15.0% | 1,235 | -3.8% | 0.02% | 0.0% |
| NEE | Buy | NEXTERA ENERGY INC | $69,000 | +97.1% | 896 | +616.8% | 0.02% | +71.4% |
| UL | Buy | UNILEVER PLCspon adr new | $71,000 | +491.7% | 1,182 | +491.0% | 0.02% | +380.0% |
| EMLC | VANECK VECTORS ETF TRjp morgan mkts | $67,000 | +8.1% | 2,000 | 0.0% | 0.02% | -8.0% | |
| FDRR | Buy | FIDELITY COVINGTON TRUSTdivid etf risi | $68,000 | +13.3% | 1,858 | +0.5% | 0.02% | -4.2% |
| IEFA | Buy | ISHARES TRcore msci eafe | $68,000 | +17.2% | 990 | +2.7% | 0.02% | 0.0% |
| HYG | ISHARES TRiboxx hi yd etf | $67,000 | +3.1% | 773 | 0.0% | 0.02% | -11.5% | |
| TREX | TREX CO INC | $67,000 | +17.5% | 800 | 0.0% | 0.02% | 0.0% | |
| SPGI | S&P GLOBAL INC | $68,000 | -9.3% | 207 | 0.0% | 0.02% | -23.3% | |
| COUP | New | COUPA SOFTWARE INC | $68,000 | – | 200 | +100.0% | 0.02% | – |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $68,000 | +13.3% | 2,229 | 0.0% | 0.02% | -4.2% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $64,000 | -21.0% | 274 | 0.0% | 0.02% | -31.2% | |
| WDAY | New | WORKDAY INCcl a | $65,000 | – | 271 | +100.0% | 0.02% | – |
| CSX | CSX CORP | $63,000 | +16.7% | 693 | 0.0% | 0.02% | 0.0% | |
| BCSF | BAIN CAP SPECIALTY FIN INC | $63,000 | +18.9% | 5,169 | 0.0% | 0.02% | +4.8% | |
| MDLZ | MONDELEZ INTL INCcl a | $61,000 | +1.7% | 1,046 | 0.0% | 0.02% | -12.5% | |
| RMBS | New | RAMBUS INC DEL | $61,000 | – | 3,500 | +100.0% | 0.02% | – |
| NRG | NRG ENERGY INC | $60,000 | +22.4% | 1,600 | 0.0% | 0.02% | +5.0% | |
| AMD | New | ADVANCED MICRO DEVICES INC | $60,000 | – | 655 | +100.0% | 0.02% | – |
| NOW | SERVICENOW INC | $61,000 | +15.1% | 110 | 0.0% | 0.02% | 0.0% | |
| CB | Buy | CHUBB LIMITED | $62,000 | +121.4% | 400 | +66.7% | 0.02% | +90.9% |
| PRU | Buy | PRUDENTIAL FINL INC | $59,000 | +25.5% | 760 | +2.7% | 0.02% | +5.3% |
| UA | UNDER ARMOUR INCcl c | $58,000 | +48.7% | 3,914 | 0.0% | 0.02% | +25.0% | |
| WELL | WELLTOWER INC | $58,000 | +16.0% | 900 | 0.0% | 0.02% | 0.0% | |
| NXQ | NUVEEN SELECT TAX FREE INCOMsh ben int | $59,000 | +7.3% | 3,700 | 0.0% | 0.02% | -9.1% | |
| TJX | Buy | TJX COS INC NEW | $59,000 | +637.5% | 871 | +517.7% | 0.02% | +566.7% |
| WMB | Buy | WILLIAMS COS INC | $57,000 | +7.5% | 2,859 | +5.9% | 0.02% | -4.8% |
| CBSH | Buy | COMMERCE BANCSHARES INC | $56,000 | +24.4% | 848 | +5.0% | 0.02% | +5.6% |
| AFIN | AMERICAN FIN TR INC | $54,000 | +17.4% | 7,314 | 0.0% | 0.02% | +5.6% | |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $56,000 | +14.3% | 366 | +9.3% | 0.02% | -5.0% |
| EMN | Sell | EASTMAN CHEM CO | $55,000 | -6.8% | 550 | -26.7% | 0.02% | -20.8% |
| IWB | ISHARES TRrus 1000 etf | $55,000 | +14.6% | 258 | 0.0% | 0.02% | 0.0% | |
| MTCH | New | MATCH GROUP INC NEW | $56,000 | – | 369 | +100.0% | 0.02% | – |
| RVT | Buy | ROYCE VALUE TR INC | $56,000 | +30.2% | 3,483 | +1.5% | 0.02% | +11.8% |
| BSMP | INVESCO EXCH TRD SLF IDX FD | $51,000 | 0.0% | 1,965 | 0.0% | 0.02% | -10.0% | |
| IWD | Sell | ISHARES TRrus 1000 val etf | $53,000 | +1.9% | 390 | -11.8% | 0.02% | -14.3% |
| BOND | PIMCO ETF TRactive bd etf | $53,000 | 0.0% | 470 | 0.0% | 0.02% | -14.3% | |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $52,000 | – | 1,085 | +100.0% | 0.02% | – |
| NIM | NUVEEN SELECT MAT MUN FDsh ben int | $53,000 | +1.9% | 5,000 | 0.0% | 0.02% | -14.3% | |
| BSMO | INVESCO EXCH TRD SLF IDX FD | $51,000 | +2.0% | 1,970 | 0.0% | 0.02% | -10.0% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $49,000 | +11.4% | 233 | 0.0% | 0.02% | -5.6% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $49,000 | +19.5% | 786 | +0.5% | 0.02% | +6.2% |
| AEE | AMEREN CORP | $50,000 | -2.0% | 639 | 0.0% | 0.02% | -15.0% | |
| LTC | LTC PPTYS INC | $49,000 | +11.4% | 1,248 | 0.0% | 0.02% | -5.6% | |
| GM | GENERAL MTRS CO | $49,000 | +40.0% | 1,186 | 0.0% | 0.02% | +21.4% | |
| JMOM | Buy | J P MORGAN EXCHANGE-TRADED Fus momentum | $49,000 | +22.5% | 1,266 | +10.6% | 0.02% | +6.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $50,000 | +78.6% | 190 | +35.7% | 0.02% | +54.5% |
| ACN | ACCENTURE PLC IRELAND | $46,000 | +15.0% | 176 | 0.0% | 0.02% | 0.0% | |
| MS | Sell | MORGAN STANLEY | $47,000 | +27.0% | 680 | -10.2% | 0.02% | +6.7% |
| STN | New | STANTEC INC | $47,000 | – | 1,436 | +100.0% | 0.02% | – |
| BP | Sell | BP PLCsponsored adr | $46,000 | -2.1% | 2,263 | -16.3% | 0.02% | -15.8% |
| LRGF | Sell | ISHARES TRmsci usa multift | $46,000 | 0.0% | 1,217 | -12.4% | 0.02% | -11.1% |
| IDEV | Buy | ISHARES TRcore msci intl | $48,000 | +14.3% | 786 | +1.0% | 0.02% | -5.9% |
| KR | KROGER CO | $43,000 | -6.5% | 1,360 | 0.0% | 0.02% | -16.7% | |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $43,000 | – | 31 | +100.0% | 0.02% | – |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $44,000 | +18.9% | 616 | +300.0% | 0.02% | 0.0% |
| SMBK | Sell | SMARTFINANCIAL INC | $44,000 | -53.7% | 2,452 | -64.9% | 0.02% | -60.5% |
| CVLG | COVENANT LOGISTICS GROUP INCcl a | $44,000 | -15.4% | 2,950 | 0.0% | 0.02% | -28.6% | |
| IDXX | IDEXX LABS INC | $45,000 | +25.0% | 91 | 0.0% | 0.02% | +7.1% | |
| ARCC | ARES CAPITAL CORP | $44,000 | +22.2% | 2,576 | 0.0% | 0.02% | +7.1% | |
| IYH | ISHARES TRus hlthcare etf | $44,000 | +10.0% | 178 | 0.0% | 0.02% | -6.2% | |
| DLR | DIGITAL RLTY TR INC | $44,000 | -6.4% | 317 | 0.0% | 0.02% | -21.1% | |
| TROW | PRICE T ROWE GROUP INC | $44,000 | +18.9% | 289 | 0.0% | 0.02% | 0.0% | |
| IVE | ISHARES TRs&p 500 val etf | $41,000 | +13.9% | 324 | 0.0% | 0.01% | 0.0% | |
| MAR | New | MARRIOTT INTL INC NEWcl a | $40,000 | – | 306 | +100.0% | 0.01% | – |
| IDNA | ISHARES TRgenomics immun | $40,000 | +17.6% | 870 | 0.0% | 0.01% | 0.0% | |
| ZNGA | Buy | ZYNGA INCcl a | $40,000 | – | 4,015 | +26666.7% | 0.01% | – |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $42,000 | +2.4% | 2,773 | 0.0% | 0.01% | -12.5% | |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $40,000 | +8.1% | 700 | 0.0% | 0.01% | -6.7% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $41,000 | -2.4% | 1,109 | 0.0% | 0.01% | -17.6% | |
| JKHY | New | HENRY JACK & ASSOC INC | $40,000 | – | 250 | +100.0% | 0.01% | – |
| GOOD | GLADSTONE COMMERCIAL CORP | $37,000 | +5.7% | 2,076 | 0.0% | 0.01% | -7.1% | |
| IDV | ISHARES TRintl sel div etf | $38,000 | +18.8% | 1,300 | 0.0% | 0.01% | 0.0% | |
| EWU | ISHARES TRmsci uk etf new | $38,000 | +15.2% | 1,300 | 0.0% | 0.01% | 0.0% | |
| WPC | WP CAREY INC | $38,000 | +5.6% | 545 | 0.0% | 0.01% | -7.1% | |
| STX | New | SEAGATE TECHNOLOGY PLC | $37,000 | – | 600 | +100.0% | 0.01% | – |
| TRGP | TARGA RES CORP | $34,000 | +88.9% | 1,300 | 0.0% | 0.01% | +71.4% | |
| SHY | ISHARES TR1 3 yr treas bd | $35,000 | 0.0% | 400 | 0.0% | 0.01% | -14.3% | |
| WY | WEYERHAEUSER CO MTN BE | $34,000 | +17.2% | 1,000 | 0.0% | 0.01% | 0.0% | |
| CMI | CUMMINS INC | $34,000 | +6.2% | 150 | 0.0% | 0.01% | -7.7% | |
| STOR | STORE CAP CORP | $34,000 | +25.9% | 1,000 | 0.0% | 0.01% | +9.1% | |
| MET | Buy | METLIFE INC | $35,000 | +25.0% | 746 | +0.5% | 0.01% | +9.1% |
| ITOT | ISHARES TRcore s&p ttl stk | $34,000 | +13.3% | 396 | 0.0% | 0.01% | 0.0% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $34,000 | 0.0% | 389 | 0.0% | 0.01% | -14.3% | |
| HSBC | Sell | HSBC HLDGS PLCspon adr new | $36,000 | +20.0% | 1,400 | -7.7% | 0.01% | 0.0% |
| UAA | UNDER ARMOUR INCcl a | $34,000 | +54.5% | 2,000 | 0.0% | 0.01% | +33.3% | |
| GL | GLOBE LIFE INC | $36,000 | +20.0% | 375 | 0.0% | 0.01% | 0.0% | |
| SNA | SNAP ON INC | $34,000 | +17.2% | 200 | 0.0% | 0.01% | 0.0% | |
| CNI | New | CANADIAN NATL RY CO | $32,000 | – | 290 | +100.0% | 0.01% | – |
| ILMN | New | ILLUMINA INC | $33,000 | – | 89 | +100.0% | 0.01% | – |
| CME | Buy | CME GROUP INC | $33,000 | +725.0% | 181 | +624.0% | 0.01% | +450.0% |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $33,000 | +6.5% | 3,460 | 0.0% | 0.01% | -8.3% | |
| TU | TELUS CORPORATION | $32,000 | +14.3% | 1,600 | 0.0% | 0.01% | 0.0% | |
| DKNG | Buy | DRAFTKINGS INC | $31,000 | -11.4% | 673 | +12.2% | 0.01% | -21.4% |
| MAIN | MAIN STR CAP CORP | $32,000 | +6.7% | 1,000 | 0.0% | 0.01% | -8.3% | |
| IGRO | Buy | ISHARES TRintl div grwth | $32,000 | +28.0% | 500 | +8.2% | 0.01% | +10.0% |
| BYND | New | BEYOND MEAT INC | $31,000 | – | 250 | +100.0% | 0.01% | – |
| NEM | NEWMONT CORP | $32,000 | -5.9% | 530 | 0.0% | 0.01% | -21.4% | |
| ETN | EATON CORP PLC | $31,000 | +19.2% | 256 | 0.0% | 0.01% | +10.0% | |
| AVGO | Sell | BROADCOM INC | $29,000 | -66.7% | 66 | -72.4% | 0.01% | -71.4% |
| MUA | BLACKROCK MUNIASSETS FD INC | $29,000 | +3.6% | 2,000 | 0.0% | 0.01% | -9.1% | |
| CFG | CITIZENS FINL GROUP INC | $29,000 | +45.0% | 800 | 0.0% | 0.01% | +25.0% | |
| AYX | New | ALTERYX INC | $29,000 | – | 238 | +100.0% | 0.01% | – |
| PEAK | HEALTHPEAK PROPERTIES INC | $30,000 | +11.1% | 1,000 | 0.0% | 0.01% | -9.1% | |
| O | REALTY INCOME CORP | $28,000 | +3.7% | 450 | 0.0% | 0.01% | -9.1% | |
| CI | CIGNA CORP NEW | $30,000 | +20.0% | 145 | 0.0% | 0.01% | 0.0% | |
| WFC | Sell | WELLS FARGO CO NEW | $25,000 | +4.2% | 827 | -19.5% | 0.01% | -10.0% |
| VIAC | VIACOMCBS INCcl b | $26,000 | +30.0% | 705 | 0.0% | 0.01% | +12.5% | |
| C | Sell | CITIGROUP INC | $25,000 | +13.6% | 408 | -19.7% | 0.01% | 0.0% |
| IHE | ISHARES TRu.s. pharma etf | $27,000 | +8.0% | 150 | 0.0% | 0.01% | -10.0% | |
| DSI | Buy | ISHARES TRmsci kld400 soc | $27,000 | +12.5% | 374 | +100.0% | 0.01% | -10.0% |
| MRNA | MODERNA INC | $26,000 | +44.4% | 250 | 0.0% | 0.01% | +28.6% | |
| WTRG | ESSENTIAL UTILS INC | $27,000 | +17.4% | 561 | 0.0% | 0.01% | 0.0% | |
| ETY | EATON VANCE TAX-MANAGED DIVE | $25,000 | +13.6% | 2,000 | 0.0% | 0.01% | 0.0% | |
| VGR | VECTOR GROUP LTD | $26,000 | +18.2% | 2,250 | 0.0% | 0.01% | 0.0% | |
| FIVG | ETF SER SOLUTIONSdefiance next | $25,000 | +19.0% | 740 | 0.0% | 0.01% | +12.5% | |
| NBIX | NEUROCRINE BIOSCIENCES INC | $25,000 | 0.0% | 260 | 0.0% | 0.01% | -10.0% | |
| DSX | DIANA SHIPPING INC | $25,000 | +38.9% | 12,810 | 0.0% | 0.01% | +28.6% | |
| NXPI | NXP SEMICONDUCTORS N V | $27,000 | +28.6% | 170 | 0.0% | 0.01% | +12.5% | |
| MOAT | Buy | VANECK VECTORS ETF TRmorningstar wide | $24,000 | +14.3% | 387 | +1.3% | 0.01% | 0.0% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $22,000 | +15.8% | 140 | 0.0% | 0.01% | 0.0% | |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $22,000 | -60.0% | 64 | -44.8% | 0.01% | -63.6% |
| DGX | QUEST DIAGNOSTICS INC | $24,000 | +4.3% | 200 | 0.0% | 0.01% | -11.1% | |
| DRI | DARDEN RESTAURANTS INC | $22,000 | +15.8% | 188 | 0.0% | 0.01% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $23,000 | +27.8% | 455 | 0.0% | 0.01% | +14.3% | |
| TWTR | TWITTER INC | $22,000 | +22.2% | 399 | 0.0% | 0.01% | +14.3% | |
| DVY | ISHARES TRselect divid etf | $24,000 | +20.0% | 246 | 0.0% | 0.01% | 0.0% | |
| AL | AIR LEASE CORPcl a | $24,000 | +50.0% | 540 | 0.0% | 0.01% | +33.3% | |
| MPW | MEDICAL PPTYS TRUST INC | $24,000 | +26.3% | 1,100 | 0.0% | 0.01% | 0.0% | |
| CSTR | CAPSTAR FINL HLDGS INC | $21,000 | +50.0% | 1,432 | 0.0% | 0.01% | +16.7% | |
| EWS | ISHARES INCmsci singpor etf | $21,000 | +16.7% | 975 | 0.0% | 0.01% | 0.0% | |
| MMM | 3M CO | $21,000 | +10.5% | 119 | 0.0% | 0.01% | -12.5% | |
| UVV | UNIVERSAL CORP VA | $20,000 | +17.6% | 409 | 0.0% | 0.01% | 0.0% | |
| VFC | V F CORP | $21,000 | +23.5% | 241 | 0.0% | 0.01% | 0.0% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $20,000 | +33.3% | 188 | 0.0% | 0.01% | +16.7% | |
| NTAP | NETAPP INC | $20,000 | +53.8% | 305 | 0.0% | 0.01% | +40.0% | |
| DOV | DOVER CORP | $20,000 | +17.6% | 156 | 0.0% | 0.01% | 0.0% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $20,000 | +25.0% | 475 | 0.0% | 0.01% | +16.7% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $20,000 | +25.0% | 400 | 0.0% | 0.01% | +16.7% | |
| BK | New | BANK NEW YORK MELLON CORP | $21,000 | – | 500 | +100.0% | 0.01% | – |
| BIV | VANGUARD BD INDEX FDSintermed term | $17,000 | 0.0% | 178 | 0.0% | 0.01% | -14.3% | |
| LRCX | LAM RESEARCH CORP | $17,000 | +41.7% | 36 | 0.0% | 0.01% | +20.0% | |
| KRA | KRATON CORPORATION | $17,000 | +54.5% | 600 | 0.0% | 0.01% | +50.0% | |
| COF | CAPITAL ONE FINL CORP | $17,000 | +30.8% | 175 | 0.0% | 0.01% | +20.0% | |
| EXC | Sell | EXELON CORP | $17,000 | -62.2% | 400 | -68.2% | 0.01% | -66.7% |
| GD | GENERAL DYNAMICS CORP | $18,000 | +12.5% | 118 | 0.0% | 0.01% | 0.0% | |
| TTM | TATA MTRS LTDsponsored adr | $17,000 | +41.7% | 1,355 | 0.0% | 0.01% | +20.0% | |
| IGIB | ISHARES TR | $17,000 | +6.2% | 271 | 0.0% | 0.01% | 0.0% | |
| IEF | ISHARES TRbarclays 7 10 yr | $17,000 | 0.0% | 141 | 0.0% | 0.01% | -14.3% | |
| GLW | CORNING INC | $18,000 | +12.5% | 500 | 0.0% | 0.01% | 0.0% | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $17,000 | +6.2% | 172 | 0.0% | 0.01% | 0.0% | |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $17,000 | – | 490 | +100.0% | 0.01% | – |
| RIDE | New | LORDSTOWN MOTORS CORP | $18,000 | – | 915 | +100.0% | 0.01% | – |
| WBA | WALGREENS BOOTS ALLIANCE INC | $17,000 | +13.3% | 430 | 0.0% | 0.01% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $17,000 | +6.2% | 301 | 0.0% | 0.01% | 0.0% | |
| CVGI | COMMERCIAL VEH GROUP INC | $18,000 | +28.6% | 2,110 | 0.0% | 0.01% | 0.0% | |
| TTE | Sell | TOTAL SEsponsored ads | $15,000 | -60.5% | 369 | -67.0% | 0.01% | -66.7% |
| FFTY | INNOVATOR ETFS TRibd 50 etf | $15,000 | +7.1% | 365 | 0.0% | 0.01% | -16.7% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $16,000 | +33.3% | 106 | 0.0% | 0.01% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $16,000 | +33.3% | 230 | 0.0% | 0.01% | 0.0% | |
| STIP | ISHARES TR0-5 yr tips etf | $16,000 | 0.0% | 149 | 0.0% | 0.01% | -16.7% | |
| IGSB | ISHARES TR | $16,000 | 0.0% | 283 | 0.0% | 0.01% | -16.7% | |
| STZ | CONSTELLATION BRANDS INCcl a | $14,000 | +16.7% | 63 | 0.0% | 0.01% | 0.0% | |
| SLB | Buy | SCHLUMBERGER LTD | $15,000 | +66.7% | 675 | +12.5% | 0.01% | +25.0% |
| XBI | SPDR SER TRs&p biotech | $14,000 | +27.3% | 101 | 0.0% | 0.01% | +25.0% | |
| CIM | CHIMERA INVT CORP | $16,000 | +23.1% | 1,600 | 0.0% | 0.01% | 0.0% | |
| ROST | ROSS STORES INC | $14,000 | +27.3% | 116 | 0.0% | 0.01% | +25.0% | |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $16,000 | +60.0% | 530 | +23.3% | 0.01% | +25.0% |
| DBX | DROPBOX INCcl a | $16,000 | +23.1% | 700 | 0.0% | 0.01% | 0.0% | |
| KMX | CARMAX INC | $14,000 | +7.7% | 145 | 0.0% | 0.01% | 0.0% | |
| NYCB | NEW YORK CMNTY BANCORP INC | $14,000 | +27.3% | 1,300 | 0.0% | 0.01% | +25.0% | |
| CGC | Sell | CANOPY GROWTH CORP | $16,000 | +60.0% | 638 | -7.3% | 0.01% | +25.0% |
| ENB | Sell | ENBRIDGE INC | $14,000 | -48.1% | 434 | -53.5% | 0.01% | -54.5% |
| QABA | New | FIRST TR NASDAQ ABA CMNTY BK | $14,000 | – | 305 | +100.0% | 0.01% | – |
| SPOT | SPOTIFY TECHNOLOGY S A | $14,000 | +27.3% | 45 | 0.0% | 0.01% | +25.0% | |
| IBB | ISHARES TRnasdaq biotech | $16,000 | +14.3% | 105 | 0.0% | 0.01% | -16.7% | |
| GWX | SPDR INDEX SHS FDSs&p intl smlcp | $14,000 | +16.7% | 398 | 0.0% | 0.01% | 0.0% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $16,000 | +14.3% | 200 | 0.0% | 0.01% | -16.7% | |
| ZTS | ZOETIS INCcl a | $14,000 | 0.0% | 84 | 0.0% | 0.01% | -16.7% | |
| IUSG | ISHARES TRcore s&p us gwt | $14,000 | +16.7% | 155 | 0.0% | 0.01% | 0.0% | |
| BLL | BALL CORP | $15,000 | +7.1% | 164 | 0.0% | 0.01% | -16.7% | |
| LXP | LEXINGTON REALTY TRUST | $15,000 | 0.0% | 1,400 | 0.0% | 0.01% | -16.7% | |
| CAH | CARDINAL HEALTH INC | $13,000 | +8.3% | 250 | 0.0% | 0.00% | -20.0% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $13,000 | -56.7% | 336 | -66.1% | 0.00% | -66.7% |
| CE | CELANESE CORP DEL | $12,000 | +20.0% | 90 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $11,000 | +10.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $11,000 | -8.3% | 150 | 0.0% | 0.00% | -20.0% | |
| FISV | FISERV INC | $12,000 | +9.1% | 107 | 0.0% | 0.00% | 0.0% | |
| IGV | ISHARES TRexpanded tech | $13,000 | +18.2% | 36 | 0.0% | 0.00% | 0.0% | |
| USIG | ISHARES TRusd inv grde etf | $13,000 | +8.3% | 204 | 0.0% | 0.00% | -20.0% | |
| KMB | KIMBERLY-CLARK CORP | $13,000 | -13.3% | 100 | 0.0% | 0.00% | -33.3% | |
| MDC | M D C HLDGS INC | $13,000 | 0.0% | 270 | 0.0% | 0.00% | -20.0% | |
| MAN | MANPOWERGROUP INC | $11,000 | +22.2% | 125 | 0.0% | 0.00% | 0.0% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $11,000 | -64.5% | 167 | -66.3% | 0.00% | -66.7% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $11,000 | -38.9% | 300 | -57.1% | 0.00% | -42.9% |
| TRI | THOMSON REUTERS CORP. | $12,000 | +9.1% | 141 | 0.0% | 0.00% | 0.0% | |
| VALE | VALE S Asponsored ads | $12,000 | +71.4% | 700 | 0.0% | 0.00% | +33.3% | |
| VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $12,000 | +9.1% | 102 | 0.0% | 0.00% | 0.0% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $13,000 | +30.0% | 93 | 0.0% | 0.00% | 0.0% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $8,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
| REGN | New | REGENERON PHARMACEUTICALS | $10,000 | – | 20 | +100.0% | 0.00% | – |
| USB | New | US BANCORP DEL | $10,000 | – | 205 | +100.0% | 0.00% | – |
| EFAV | ISHARES TRmsci eafe min vl | $8,000 | +14.3% | 107 | 0.0% | 0.00% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $8,000 | +14.3% | 70 | 0.0% | 0.00% | 0.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $9,000 | +28.6% | 240 | 0.0% | 0.00% | 0.0% | |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $9,000 | -91.3% | 24 | -92.8% | 0.00% | -92.9% |
| WHR | WHIRLPOOL CORP | $9,000 | 0.0% | 50 | 0.0% | 0.00% | -25.0% | |
| ABB | ABB LTDsponsored adr | $8,000 | 0.0% | 303 | 0.0% | 0.00% | 0.0% | |
| CPB | New | CAMPBELL SOUP CO | $10,000 | – | 200 | +100.0% | 0.00% | – |
| TD | Sell | TORONTO DOMINION BK ONT | $8,000 | -50.0% | 150 | -57.1% | 0.00% | -50.0% |
| SUM | SUMMIT MATLS INCcl a | $9,000 | +12.5% | 469 | 0.0% | 0.00% | 0.0% | |
| DELL | DELL TECHNOLOGIES INCcl c | $8,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| IVOO | New | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $9,000 | – | 58 | +100.0% | 0.00% | – |
| PPG | Sell | PPG INDS INC | $8,000 | -42.9% | 55 | -50.5% | 0.00% | -50.0% |
| MFA | MFA FINL INC | $9,000 | +50.0% | 2,200 | 0.0% | 0.00% | +50.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $10,000 | 0.0% | 287 | 0.0% | 0.00% | -25.0% | |
| VTRS | New | VIATRIS INC | $9,000 | – | 474 | +100.0% | 0.00% | – |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $9,000 | 0.0% | 103 | 0.0% | 0.00% | -25.0% | |
| TGT | TARGET CORP | $10,000 | +11.1% | 54 | 0.0% | 0.00% | -25.0% | |
| AFL | AFLAC INC | $10,000 | +25.0% | 224 | 0.0% | 0.00% | 0.0% | |
| NTR | NUTRIEN LTD | $10,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ERTH | New | INVESCO EXCHANGE TRADED FD Tcleantech etf | $8,000 | – | 100 | +100.0% | 0.00% | – |
| FUTY | FIDELITY COVINGTON TRUSTmsci utils index | $7,000 | 0.0% | 173 | 0.0% | 0.00% | -33.3% | |
| FAST | FASTENAL CO | $6,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC | $7,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $5,000 | +66.7% | 325 | 0.0% | 0.00% | +100.0% | |
| EPR | EPR PPTYS | $5,000 | +25.0% | 163 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $5,000 | +66.7% | 50 | 0.0% | 0.00% | +100.0% | |
| MPLX | MPLX LP | $5,000 | +66.7% | 218 | 0.0% | 0.00% | +100.0% | |
| LOW | LOWES COS INC | $6,000 | -14.3% | 40 | 0.0% | 0.00% | -33.3% | |
| PCG | PG&E CORP | $5,000 | +66.7% | 363 | 0.0% | 0.00% | +100.0% | |
| EL | LAUDER ESTEE COS INCcl a | $5,000 | +25.0% | 20 | 0.0% | 0.00% | 0.0% | |
| CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $6,000 | 0.0% | 281 | -26.2% | 0.00% | 0.0% |
| BCS | BARCLAYS PLCadr | $6,000 | +50.0% | 700 | 0.0% | 0.00% | 0.0% | |
| BNS | BANK NOVA SCOTIA B C | $5,000 | +25.0% | 85 | 0.0% | 0.00% | 0.0% | |
| BMO | New | BANK MONTREAL QUE | $5,000 | – | 65 | +100.0% | 0.00% | – |
| KHC | Sell | KRAFT HEINZ CO | $7,000 | -30.0% | 200 | -41.2% | 0.00% | -50.0% |
| ANTM | ANTHEM INC | $6,000 | +20.0% | 20 | 0.0% | 0.00% | 0.0% | |
| TT | TRANE TECHNOLOGIES PLC | $6,000 | +20.0% | 38 | 0.0% | 0.00% | 0.0% | |
| APD | AIR PRODS & CHEMS INC | $7,000 | 0.0% | 25 | 0.0% | 0.00% | -33.3% | |
| IYR | ISHARES TRu.s. real es etf | $6,000 | +20.0% | 67 | 0.0% | 0.00% | 0.0% | |
| IXC | ISHARES TRglobal energ etf | $5,000 | +25.0% | 245 | 0.0% | 0.00% | 0.0% | |
| PLD | PROLOGIS INC. | $6,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| KBWB | New | INVESCO EXCH TRADED FD TR IIkbw bk etf | $6,000 | – | 110 | +100.0% | 0.00% | – |
| INGR | INGREDION INC | $6,000 | +20.0% | 70 | 0.0% | 0.00% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $5,000 | +66.7% | 276 | 0.0% | 0.00% | +100.0% | |
| HOG | HARLEY DAVIDSON INC | $7,000 | +40.0% | 200 | 0.0% | 0.00% | 0.0% | |
| SNSR | GLOBAL X FDSinternet of thng | $7,000 | +16.7% | 210 | 0.0% | 0.00% | 0.0% | |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $6,000 | – | 272 | +100.0% | 0.00% | – |
| GIS | GENERAL MLS INC | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PNC | Sell | PNC FINL SVCS GROUP INC | $7,000 | -78.1% | 50 | -82.8% | 0.00% | -84.6% |
| MSI | MOTOROLA SOLUTIONS INC | $7,000 | +16.7% | 39 | 0.0% | 0.00% | 0.0% | |
| KT | KT CORPsponsored adr | $3,000 | 0.0% | 303 | 0.0% | 0.00% | 0.0% | |
| YVR | LIQUID MEDIA GROUP LTD NEW | $2,000 | +100.0% | 1,000 | 0.0% | 0.00% | – | |
| MBB | ISHARES TRmbs etf | $4,000 | 0.0% | 36 | 0.0% | 0.00% | -50.0% | |
| PPL | PPL CORP | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $4,000 | +33.3% | 40 | 0.0% | 0.00% | 0.0% | |
| KOF | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $4,000 | +33.3% | 77 | 0.0% | 0.00% | 0.0% | |
| IRBT | IROBOT CORP | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| IQV | IQVIA HLDGS INC | $4,000 | 0.0% | 23 | 0.0% | 0.00% | -50.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $2,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| CRON | Buy | CRONOS GROUP INC | $4,000 | – | 598 | +529.5% | 0.00% | – |
| RY | ROYAL BK CDA | $3,000 | +50.0% | 35 | 0.0% | 0.00% | 0.0% | |
| LFC | New | CHINA LIFE INS CO LTDspon adr rep h | $4,000 | – | 354 | +100.0% | 0.00% | – |
| CHA | CHINA TELECOM CORP LTD | $3,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| NTES | Buy | NETEASE INCsponsored ads | $4,000 | 0.0% | 45 | +400.0% | 0.00% | -50.0% |
| HMC | HONDA MOTOR LTD | $3,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $3,000 | +50.0% | 26 | 0.0% | 0.00% | 0.0% | |
| NCR | New | NCR CORP NEW | $2,000 | – | 40 | +100.0% | 0.00% | – |
| SKM | SK TELECOM LTDsponsored adr | $4,000 | 0.0% | 163 | 0.0% | 0.00% | -50.0% | |
| BHF | BRIGHTHOUSE FINL INC | $2,000 | +100.0% | 47 | 0.0% | 0.00% | – | |
| BDX | BECTON DICKINSON & CO | $3,000 | +50.0% | 10 | 0.0% | 0.00% | 0.0% | |
| HEXO | New | HEXO CORP | $3,000 | – | 752 | +100.0% | 0.00% | – |
| WAB | WABTEC | $4,000 | 0.0% | 57 | 0.0% | 0.00% | -50.0% | |
| TTCF | New | TATTOOED CHEF INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| DOC | PHYSICIANS RLTY TR | $2,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| ANH | ANWORTH MTG ASSET CORP | $3,000 | +50.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SNY | SANOFIsponsored adr | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $3,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| TIMB | New | TIM S Asponsored adr | $4,000 | – | 285 | +100.0% | 0.00% | – |
| ALL | ALLSTATE CORP | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| MVO | MV OIL TRtr units | $2,000 | +100.0% | 550 | 0.0% | 0.00% | – | |
| ALC | Sell | ALCON AG | $2,000 | -50.0% | 34 | -46.9% | 0.00% | -50.0% |
| FSR | New | FISKER INC | $2,000 | – | 140 | +100.0% | 0.00% | – |
| QTS | QTS RLTY TR INC | $2,000 | -33.3% | 40 | 0.0% | 0.00% | 0.0% | |
| CEO | CNOOC LIMITEDsponsored adr | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| WRK | WESTROCK CO | $2,000 | +100.0% | 36 | 0.0% | 0.00% | – | |
| KEY | KEYCORP | $3,000 | +50.0% | 189 | 0.0% | 0.00% | 0.0% | |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $1,000 | – | 52 | +100.0% | 0.00% | – |
| RMO | New | ROMEO POWER INC | $1,000 | – | 34 | +100.0% | 0.00% | – |
| RAD | RITE AID CORP | $1,000 | – | 42 | 0.0% | 0.00% | – | |
| RVI | RETAIL VALUE INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 19 | 0.0% | 0.00% | – | |
| PLUG | PLUG POWER INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| OCGN | New | OCUGEN INC | $0 | – | 30 | +100.0% | 0.00% | – |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 34 | 0.0% | 0.00% | – | |
| SITC | SITE CTRS CORP | $1,000 | – | 59 | 0.0% | 0.00% | – | |
| WORK | SLACK TECHNOLOGIES INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| SNAP | SNAP INCcl a | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| NUE | NUCOR CORP | $0 | – | 9 | 0.0% | 0.00% | – | |
| LUV | SOUTHWEST AIRLS CO | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORPsponsored adr | $1,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| MPLNWS | New | MULTIPLAN CORPORATION*w exp 02/13/202 | $0 | – | 260 | +100.0% | 0.00% | – |
| MPLN | New | MULTIPLAN CORPORATION | $0 | – | 10 | +100.0% | 0.00% | – |
| MPC | Sell | MARATHON PETE CORP | $1,000 | -50.0% | 35 | -49.3% | 0.00% | -100.0% |
| TDC | New | TERADATA CORP DEL | $1,000 | – | 40 | +100.0% | 0.00% | – |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $0 | – | 225 | 0.0% | 0.00% | – | |
| BETZ | LISTED FD TRroundhill sports | $0 | – | 15 | 0.0% | 0.00% | – | |
| KMI | Sell | KINDER MORGAN INC DEL | $1,000 | -94.7% | 102 | -93.2% | 0.00% | -100.0% |
| EEM | ISHARES TRmsci emg mkt etf | $0 | – | 2 | 0.0% | 0.00% | – | |
| ULTA | ULTA BEAUTY INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| USO | UNITED STS OIL FD LPunits | $0 | – | 6 | 0.0% | 0.00% | – | |
| HSTM | HEALTHSTREAM INC | $0 | – | 21 | 0.0% | 0.00% | – | |
| GMED | GLOBUS MED INCcl a | $0 | – | 3 | 0.0% | 0.00% | – | |
| ESPO | VANECK VECTORS ETF TRvideo gaming | $0 | – | 1 | 0.0% | 0.00% | – | |
| GEVO | New | GEVO INC | $0 | – | 57 | +100.0% | 0.00% | – |
| FLNT | FLUENT INC | $0 | – | 37 | 0.0% | 0.00% | – | |
| OIH | VANECK VECTORS ETF TRoil svcs etf | $1,000 | – | 5 | 0.0% | 0.00% | – | |
| FVE | FIVE STAR SENIOR LIVING INC | $1,000 | – | 74 | 0.0% | 0.00% | – | |
| FSRWS | New | FISKER INC*w exp 12/01/202 | $1,000 | – | 125 | +100.0% | 0.00% | – |
| FEMB | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $0 | – | 1 | 0.0% | 0.00% | – | |
| FITB | FIFTH THIRD BANCORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| ET | ENERGY TRANSFER LP | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| VXRT | VAXART INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| DVAX | DYNAVAX TECHNOLOGIES CORP | $1,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| DISCA | DISCOVERY INC | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| DHI | D R HORTON INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| CTVA | CORTEVA INC | $0 | – | 11 | 0.0% | 0.00% | – | |
| INCO | COLUMBIA ETF TR IIindia consmr etf | $0 | – | 4 | 0.0% | 0.00% | – | |
| RDSB | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | 9 | 0.0% | 0.00% | – | |
| CWENA | CLEARWAY ENERGY INCcl a | $0 | – | 5 | 0.0% | 0.00% | – | |
| WM | Sell | WASTE MGMT INC DEL | $0 | -100.0% | 2 | -99.0% | 0.00% | -100.0% |
| LUMN | New | LUMEN TECHNOLOGIES INC | $0 | – | 40 | +100.0% | 0.00% | – |
| WEX | WEX INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | -100.0% | 596 | 0.0% | 0.00% | – | |
| APPN | APPIAN CORPcl a | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| BATT | AMPLIFY ETF TRamplify lithium | $0 | – | 15 | 0.0% | 0.00% | – | |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $0 | – | 1 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| SDOG | ALPS ETF TRsectr div dogs | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| CCXX | Exit | CHURCHILL CAP CORP III | $0 | – | -10 | -100.0% | 0.00% | – |
| LNT | Exit | ALLIANT ENERGY CORP | $0 | – | -20 | -100.0% | 0.00% | – |
| CCXXWS | Exit | CHURCHILL CAP CORP III*w exp 03/01/202 | $0 | – | -260 | -100.0% | 0.00% | – |
| SPAQWS | Exit | SPARTAN ENERGY ACQUISITION C*w exp 08/27/202 | $0 | – | -125 | -100.0% | 0.00% | – |
| HEXO | Exit | HEXO CORP | $0 | – | -1,272 | -100.0% | 0.00% | – |
| CHX | Exit | CHAMPIONX CORPORATION | $0 | – | -78 | -100.0% | 0.00% | – |
| SGMO | SANGAMO THERAPEUTICS INC | $1,000 | – | 50 | 0.0% | 0.00% | – | |
| SIVB | SVB FINANCIAL GROUP | $1,000 | – | 2 | 0.0% | 0.00% | – | |
| SMFG | Exit | SUMITOMO MITSUI FINL GROUP Isponsored adr | $0 | – | -593 | -100.0% | -0.00% | – |
| FMCI | Exit | FORUM MERGER II CORPcl a | $0 | – | -100 | -100.0% | -0.00% | – |
| PUK | Exit | PRUDENTIAL PLCadr | $0 | – | -87 | -100.0% | -0.00% | – |
| SPAQ | Exit | SPARTAN ENERGY ACQUISITION C | $0 | – | -140 | -100.0% | -0.00% | – |
| TSU | Exit | TIM PARTICIPACOES S Asponsored adr | $0 | – | -285 | -100.0% | -0.00% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -100 | -100.0% | -0.00% | – |
| NIO | Exit | NIO INCspon ads | $0 | – | -200 | -100.0% | -0.00% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -100 | -100.0% | -0.00% | – |
| DJP | Exit | BARCLAYS BANK PLCdjubs cmdt etn36 | $0 | – | -270 | -100.0% | -0.00% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -64 | -100.0% | -0.00% | – |
| SCI | Exit | SERVICE CORP INTL | $0 | – | -100 | -100.0% | -0.00% | – |
| NLOK | Exit | NORTONLIFELOCK INC | $0 | – | -350 | -100.0% | -0.00% | – |
| CBLAQ | Exit | CBL & ASSOC PPTYS INC | $0 | – | -62,298 | -100.0% | -0.00% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -90 | -100.0% | -0.00% | – |
| QQEW | Exit | FIRST TR NAS100 EQ WEIGHTED | $0 | – | -129 | -100.0% | -0.00% | – |
| EVRG | Exit | EVERGY INC | $0 | – | -239 | -100.0% | -0.01% | – |
| WPS | Exit | ISHARES TRintl devppty etf | $0 | – | -581 | -100.0% | -0.01% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -661 | -100.0% | -0.01% | – |
| RSG | Exit | REPUBLIC SVCS INC | $0 | – | -200 | -100.0% | -0.01% | – |
| BSJK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -800 | -100.0% | -0.01% | – |
| DPHC | Exit | DIAMONDPEAK HLDGS COR | $0 | – | -915 | -100.0% | -0.01% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -120 | -100.0% | -0.01% | – |
| UN | Exit | UNILEVER N V | $0 | – | -982 | -100.0% | -0.02% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -3,000 | -100.0% | -0.04% | – |
| BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -10,050 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 22.2% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 15.9% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 15.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 9.1% |
| JP MORGAN EXCHANGE TRADED FD | 20 | Q3 2023 | 6.3% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.7% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 3.0% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 2.9% |
| SPDR INDEX SHS FDS | 20 | Q3 2023 | 3.7% |
View HHM Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-03 |
| 13F-HR | 2021-11-02 |
View HHM Wealth Advisors, 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.