$368 Million is the total value of HHM Wealth Advisors, LLC's 628 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 20.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $72,924,000 | +9.8% | 964,347 | +5.9% | 19.83% | -3.5% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $49,343,000 | +11.1% | 473,225 | +3.1% | 13.42% | -2.3% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $39,352,000 | +18.5% | 269,609 | +5.4% | 10.70% | +4.2% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $26,925,000 | +13.1% | 344,000 | +7.5% | 7.32% | -0.6% |
USMV | Buy | ISHARES TRmsci usa min vol | $17,298,000 | +10.3% | 234,989 | +3.6% | 4.70% | -3.1% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $9,818,000 | +23.2% | 96,451 | +11.2% | 2.67% | +8.3% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $8,782,000 | +17.3% | 84,297 | +12.2% | 2.39% | +3.1% |
FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $7,906,000 | +11.5% | 245,153 | +6.3% | 2.15% | -2.0% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,384,000 | +5.1% | 47,705 | -0.2% | 2.01% | -7.6% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $7,218,000 | +19.3% | 182,953 | +13.8% | 1.96% | +4.9% |
AAPL | Sell | APPLE INC | $6,109,000 | +9.1% | 44,601 | -2.7% | 1.66% | -4.1% |
JPUS | Sell | J P MORGAN EXCHANGE-TRADED Fjpmorgan diver | $4,240,000 | +5.7% | 43,827 | -0.3% | 1.15% | -7.1% |
MSFT | Buy | MICROSOFT CORP | $3,438,000 | +18.6% | 12,692 | +3.2% | 0.94% | +4.2% |
ISTB | Buy | ISHARES TRcore 1 5 yr usd | $3,203,000 | +4.3% | 62,447 | +4.3% | 0.87% | -8.3% |
RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $3,136,000 | 0.0% | 60,907 | -8.3% | 0.85% | -12.1% |
FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $3,033,000 | +10.1% | 91,136 | +6.2% | 0.82% | -3.2% |
TFI | Buy | SPDR SER TRnuveen brc munic | $2,868,000 | +2.9% | 55,043 | +2.0% | 0.78% | -9.5% |
CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $2,858,000 | – | 94,644 | +100.0% | 0.78% | – |
FNDB | Sell | SCHWAB STRATEGIC TRschwab fdt us bm | $2,699,000 | +2.2% | 49,628 | -3.7% | 0.73% | -10.2% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,601,000 | -4.2% | 31,453 | -4.4% | 0.71% | -15.8% |
FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $2,598,000 | +6.8% | 47,763 | -0.5% | 0.71% | -6.2% |
NSC | Sell | NORFOLK SOUTHN CORP | $2,488,000 | -1.5% | 9,375 | -0.3% | 0.68% | -13.3% |
AMZN | Buy | AMAZON COM INC | $2,326,000 | +12.0% | 676 | +0.7% | 0.63% | -1.6% |
MOAT | Buy | VANECK VECTORS ETF TRmorningstar wide | $1,913,000 | +6985.2% | 25,826 | +6573.4% | 0.52% | +6400.0% |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,439,000 | +6.4% | 9,546 | 0.0% | 0.39% | -6.5% | |
SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,399,000 | – | 28,791 | +100.0% | 0.38% | – |
V | VISA INC | $1,375,000 | +10.4% | 5,881 | 0.0% | 0.37% | -2.9% | |
FRD | Sell | FRIEDMAN INDS INC | $1,223,000 | +52.1% | 91,279 | -8.2% | 0.33% | +33.7% |
GOOGL | ALPHABET INCcap stk cl a | $1,177,000 | +18.4% | 482 | 0.0% | 0.32% | +3.9% | |
HCA | HCA HEALTHCARE INC | $1,127,000 | +9.7% | 5,454 | 0.0% | 0.31% | -3.8% | |
PNFP | Sell | PINNACLE FINL PARTNERS INC | $1,107,000 | -31.8% | 12,534 | -31.5% | 0.30% | -40.0% |
HD | Sell | HOME DEPOT INC | $1,048,000 | -3.9% | 3,285 | -8.1% | 0.28% | -15.7% |
SO | SOUTHERN CO | $1,022,000 | -2.7% | 16,898 | 0.0% | 0.28% | -14.5% | |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,005,000 | +1016.7% | 30,575 | +984.6% | 0.27% | +875.0% |
SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $965,000 | +9.8% | 21,064 | -1.6% | 0.26% | -3.7% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $959,000 | +5893.8% | 10,659 | +5888.2% | 0.26% | +5120.0% |
SDY | SPDR SER TRs&p divid etf | $843,000 | +3.6% | 6,893 | 0.0% | 0.23% | -9.1% | |
RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $840,000 | +7.4% | 2,897 | 0.0% | 0.23% | -5.8% | |
JPIN | Buy | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $823,000 | +7.7% | 13,185 | +5.3% | 0.22% | -5.1% |
VOO | Buy | VANGUARD INDEX FDS | $790,000 | +36.4% | 2,008 | +26.3% | 0.22% | +20.1% |
IVV | ISHARES TRcore s&p500 etf | $791,000 | +8.1% | 1,840 | 0.0% | 0.22% | -4.9% | |
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $788,000 | +8.8% | 2,835 | 0.0% | 0.21% | -4.5% | |
VRIG | New | INVESCO ACTIVELY MANAGED ETFvar rate invt | $776,000 | – | 30,930 | +100.0% | 0.21% | – |
PG | Sell | PROCTER AND GAMBLE CO | $774,000 | -4.0% | 5,735 | -3.7% | 0.21% | -15.7% |
MRK | Buy | MERCK & CO INC | $765,000 | +1.5% | 9,840 | +0.6% | 0.21% | -10.7% |
CAT | Buy | CATERPILLAR INC | $766,000 | -5.7% | 3,518 | +0.5% | 0.21% | -17.1% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $733,000 | +8.3% | 7,046 | +0.0% | 0.20% | -4.8% |
MAA | MID-AMER APT CMNTYS INC | $724,000 | +16.6% | 4,300 | 0.0% | 0.20% | +2.6% | |
AGG | Buy | ISHARES TRcore us aggbd et | $708,000 | +17600.0% | 6,141 | +17961.8% | 0.19% | +19200.0% |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $695,000 | -2.8% | 12,727 | -4.0% | 0.19% | -14.5% |
CSCO | CISCO SYS INC | $692,000 | +2.5% | 13,054 | 0.0% | 0.19% | -10.0% | |
JPM | Sell | JPMORGAN CHASE & CO | $693,000 | -5.2% | 4,456 | -7.2% | 0.19% | -16.8% |
DRW | Buy | WISDOMTREE TRglb ex us rl est | $691,000 | +3.4% | 26,083 | +3.6% | 0.19% | -9.2% |
DIS | Buy | DISNEY WALT CO | $674,000 | +6.5% | 3,833 | +11.7% | 0.18% | -6.6% |
BAC | Sell | BK OF AMERICA CORP | $662,000 | +5.1% | 16,051 | -1.5% | 0.18% | -7.7% |
JNJ | Sell | JOHNSON & JOHNSON | $654,000 | -0.5% | 3,970 | -0.8% | 0.18% | -12.3% |
USHY | New | ISHARES TRbroad usd high | $645,000 | – | 15,449 | +100.0% | 0.18% | – |
HYLB | New | DBX ETF TRxtrack usd high | $638,000 | – | 15,834 | +100.0% | 0.17% | – |
TWI | Sell | TITAN INTL INC ILL | $638,000 | -11.0% | 75,236 | -2.6% | 0.17% | -22.1% |
TM | TOYOTA MOTOR CORP | $633,000 | +12.0% | 3,621 | 0.0% | 0.17% | -1.7% | |
GE | GENERAL ELECTRIC CO | $619,000 | +2.5% | 46,010 | 0.0% | 0.17% | -10.2% | |
IJH | Sell | ISHARES TRcore s&p mcp etf | $619,000 | +1.6% | 2,303 | -1.7% | 0.17% | -10.6% |
UNP | Buy | UNION PAC CORP | $611,000 | +3.4% | 2,779 | +3.7% | 0.17% | -9.3% |
ILCG | Buy | ISHARES TRmorningstar grwt | $555,000 | +13.7% | 8,565 | +406.2% | 0.15% | 0.0% |
UBER | Buy | UBER TECHNOLOGIES INC | $544,000 | -7.6% | 10,855 | +0.5% | 0.15% | -18.7% |
TTD | Buy | THE TRADE DESK INC | $534,000 | +36.2% | 6,900 | +1048.1% | 0.14% | +19.8% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $535,000 | +3.3% | 5,105 | -0.5% | 0.14% | -9.4% |
SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $465,000 | +3.3% | 6,806 | -1.3% | 0.13% | -9.4% |
NKE | NIKE INCcl b | $465,000 | +16.2% | 3,007 | 0.0% | 0.13% | +1.6% | |
KO | COCA COLA CO | $450,000 | +2.5% | 8,321 | 0.0% | 0.12% | -10.3% | |
BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $436,000 | +0.7% | 20,209 | +1.0% | 0.12% | -11.2% |
AMGN | Buy | AMGEN INC | $433,000 | -0.9% | 1,778 | +1.2% | 0.12% | -12.6% |
INTC | Buy | INTEL CORP | $421,000 | -9.7% | 7,495 | +2.9% | 0.11% | -20.8% |
GOOG | ALPHABET INCcap stk cl c | $401,000 | +21.1% | 160 | 0.0% | 0.11% | +6.9% | |
LLY | LILLY ELI & CO | $402,000 | +22.9% | 1,752 | 0.0% | 0.11% | +7.9% | |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $397,000 | +10.0% | 1,781 | +2.0% | 0.11% | -3.6% |
CYH | COMMUNITY HEALTH SYS INC NEW | $390,000 | +14.4% | 25,250 | 0.0% | 0.11% | +1.0% | |
XOM | EXXON MOBIL CORP | $391,000 | +13.0% | 6,200 | 0.0% | 0.11% | -0.9% | |
CVX | CHEVRON CORP NEW | $378,000 | 0.0% | 3,611 | 0.0% | 0.10% | -12.0% | |
DE | Buy | DEERE & CO | $375,000 | -4.6% | 1,062 | +1.0% | 0.10% | -16.4% |
OKTA | Buy | OKTA INCcl a | $364,000 | +17.8% | 1,486 | +6.1% | 0.10% | +3.1% |
FTGC | New | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $355,000 | – | 15,000 | +100.0% | 0.10% | – |
ABBV | ABBVIE INC | $358,000 | +4.1% | 3,176 | 0.0% | 0.10% | -8.5% | |
TXN | Sell | TEXAS INSTRS INC | $352,000 | -1.4% | 1,833 | -2.9% | 0.10% | -12.7% |
UNH | UNITEDHEALTH GROUP INC | $353,000 | +7.6% | 881 | 0.0% | 0.10% | -5.0% | |
MDT | MEDTRONIC PLC | $354,000 | +5.0% | 2,852 | 0.0% | 0.10% | -7.7% | |
BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $345,000 | +7.1% | 15,868 | +7.3% | 0.09% | -6.0% |
VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $344,000 | +4.9% | 6,684 | 0.0% | 0.09% | -6.9% | |
NFLX | Buy | NETFLIX INC | $343,000 | +8.2% | 650 | +6.9% | 0.09% | -5.1% |
TFC | TRUIST FINL CORP | $339,000 | -4.8% | 6,109 | 0.0% | 0.09% | -16.4% | |
VHT | VANGUARD WORLD FDShealth car etf | $337,000 | +8.0% | 1,365 | 0.0% | 0.09% | -5.2% | |
JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $333,000 | -47.4% | 6,561 | -47.4% | 0.09% | -53.6% |
MO | Buy | ALTRIA GROUP INC | $332,000 | -2.4% | 6,953 | +4.5% | 0.09% | -14.3% |
FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $323,000 | +8.0% | 8,220 | +3.1% | 0.09% | -4.3% |
DAL | DELTA AIR LINES INC DEL | $324,000 | -10.2% | 7,481 | 0.0% | 0.09% | -21.4% | |
CINF | Sell | CINCINNATI FINL CORP | $302,000 | +11.4% | 2,591 | -1.6% | 0.08% | -2.4% |
T | Sell | AT&T INC | $301,000 | -23.0% | 10,461 | -19.1% | 0.08% | -32.2% |
SHOP | Buy | SHOPIFY INCcl a | $301,000 | +258.3% | 206 | +171.1% | 0.08% | +215.4% |
EMB | ISHARES TRjpmorgan usd emg | $298,000 | +3.5% | 2,648 | 0.0% | 0.08% | -9.0% | |
NVDA | Buy | NVIDIA CORPORATION | $297,000 | +91.6% | 371 | +27.5% | 0.08% | +68.8% |
AXP | AMERICAN EXPRESS CO | $293,000 | +17.2% | 1,771 | 0.0% | 0.08% | +3.9% | |
VZ | Sell | VERIZON COMMUNICATIONS INC | $279,000 | -7.0% | 4,985 | -3.5% | 0.08% | -18.3% |
SQ | Buy | SQUARE INCcl a | $275,000 | +16.5% | 1,128 | +8.5% | 0.08% | +2.7% |
SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $275,000 | +5.4% | 6,618 | +0.1% | 0.08% | -7.4% |
AMT | Buy | AMERICAN TOWER CORP NEW | $272,000 | +15.3% | 1,009 | +2.2% | 0.07% | +1.4% |
COP | Buy | CONOCOPHILLIPS | $271,000 | +30.9% | 4,450 | +14.0% | 0.07% | +15.6% |
PYPL | Buy | PAYPAL HLDGS INC | $272,000 | +30.1% | 933 | +8.5% | 0.07% | +13.8% |
ROKU | Buy | ROKU INC | $269,000 | +74.7% | 586 | +24.2% | 0.07% | +52.1% |
BA | BOEING CO | $268,000 | -6.0% | 1,117 | 0.0% | 0.07% | -17.0% | |
TSLA | Buy | TESLA INC | $264,000 | +3.9% | 388 | +1.8% | 0.07% | -8.9% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $265,000 | +12.3% | 1,115 | +4.7% | 0.07% | -1.4% |
CMCSA | Sell | COMCAST CORP NEWcl a | $261,000 | -3.3% | 4,581 | -8.4% | 0.07% | -15.5% |
PEP | Sell | PEPSICO INC | $262,000 | -8.7% | 1,768 | -12.7% | 0.07% | -20.2% |
TWLO | Buy | TWILIO INCcl a | $257,000 | +26.0% | 652 | +8.7% | 0.07% | +11.1% |
HON | HONEYWELL INTL INC | $254,000 | +1.2% | 1,158 | 0.0% | 0.07% | -11.5% | |
MA | Buy | MASTERCARD INCORPORATEDcl a | $254,000 | +10.4% | 696 | +7.9% | 0.07% | -2.8% |
CRY | CRYOLIFE INC | $246,000 | +25.5% | 8,665 | 0.0% | 0.07% | +9.8% | |
FTNT | FORTINET INC | $238,000 | +29.3% | 1,000 | 0.0% | 0.06% | +14.0% | |
FDX | Buy | FEDEX CORP | $238,000 | +20.2% | 798 | +14.3% | 0.06% | +6.6% |
F | FORD MTR CO DEL | $234,000 | +21.2% | 15,766 | 0.0% | 0.06% | +6.7% | |
MU | MICRON TECHNOLOGY INC | $229,000 | -3.8% | 2,700 | 0.0% | 0.06% | -16.2% | |
FHN | FIRST HORIZON CORPORATION | $219,000 | +2.3% | 12,670 | 0.0% | 0.06% | -9.1% | |
TMO | THERMO FISHER SCIENTIFIC INC | $220,000 | +10.6% | 437 | 0.0% | 0.06% | -3.2% | |
ATVI | Buy | ACTIVISION BLIZZARD INC | $207,000 | +8.4% | 2,174 | +6.0% | 0.06% | -5.1% |
SHW | Buy | SHERWIN WILLIAMS CO | $207,000 | +11.9% | 759 | +203.6% | 0.06% | -1.8% |
CRM | Buy | SALESFORCE COM INC | $203,000 | +18.0% | 833 | +2.8% | 0.06% | +3.8% |
CVS | Sell | CVS HEALTH CORP | $201,000 | -4.7% | 2,411 | -14.2% | 0.06% | -15.4% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $200,000 | +22.0% | 2,345 | +10.8% | 0.05% | +5.9% |
ORCL | ORACLE CORP | $199,000 | +11.2% | 2,553 | 0.0% | 0.05% | -1.8% | |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $199,000 | +93.2% | 466 | +78.5% | 0.05% | +68.8% |
LB | Sell | L BRANDS INC | $194,000 | -12.6% | 2,691 | -25.1% | 0.05% | -23.2% |
WMT | Buy | WALMART INC | $196,000 | +5.9% | 1,393 | +2.4% | 0.05% | -7.0% |
SLV | ISHARES SILVER TRishares | $194,000 | +6.6% | 8,000 | 0.0% | 0.05% | -5.4% | |
VDE | VANGUARD WORLD FDSenergy etf | $195,000 | +11.4% | 2,569 | 0.0% | 0.05% | -1.9% | |
OZK | BANK OZK | $191,000 | +3.2% | 4,520 | 0.0% | 0.05% | -8.8% | |
UPS | UNITED PARCEL SERVICE INCcl b | $188,000 | +22.1% | 906 | 0.0% | 0.05% | +6.2% | |
BLK | BLACKROCK INC | $186,000 | +15.5% | 213 | 0.0% | 0.05% | +2.0% | |
TIP | ISHARES TRtips bd etf | $187,000 | +2.2% | 1,458 | 0.0% | 0.05% | -10.5% | |
IYW | Buy | ISHARES TRu.s. tech etf | $186,000 | +15.5% | 1,871 | +1.9% | 0.05% | +2.0% |
FB | FACEBOOK INCcl a | $183,000 | +18.1% | 525 | 0.0% | 0.05% | +4.2% | |
VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $185,000 | +4.5% | 3,398 | 0.0% | 0.05% | -9.1% | |
HUBS | Buy | HUBSPOT INC | $185,000 | +55.5% | 317 | +20.5% | 0.05% | +35.1% |
JETS | ETF SER SOLUTIONSus glb jets | $183,000 | -10.3% | 7,580 | 0.0% | 0.05% | -20.6% | |
ABT | Sell | ABBOTT LABS | $185,000 | -23.2% | 1,599 | -20.5% | 0.05% | -33.3% |
MHK | MOHAWK INDS INC | $182,000 | 0.0% | 948 | 0.0% | 0.05% | -12.5% | |
STWD | New | STARWOOD PPTY TR INC | $180,000 | – | 6,895 | +100.0% | 0.05% | – |
ILCB | Buy | ISHARES TRmorningstr us eq | $180,000 | +4.7% | 2,960 | +286.9% | 0.05% | -7.5% |
TSCO | Buy | TRACTOR SUPPLY CO | $182,000 | +9.0% | 979 | +4.0% | 0.05% | -5.8% |
IJS | ISHARES TRsp smcp600vl etf | $175,000 | +4.8% | 1,660 | 0.0% | 0.05% | -7.7% | |
OLN | OLIN CORP | $176,000 | +21.4% | 3,815 | 0.0% | 0.05% | +6.7% | |
SBUX | Sell | STARBUCKS CORP | $174,000 | -5.4% | 1,559 | -7.2% | 0.05% | -17.5% |
FEX | FIRST TR LRGE CP CORE ALPHA | $172,000 | +7.5% | 2,000 | 0.0% | 0.05% | -4.1% | |
DUK | DUKE ENERGY CORP NEW | $169,000 | +2.4% | 1,713 | 0.0% | 0.05% | -9.8% | |
BMY | BRISTOL-MYERS SQUIBB CO | $170,000 | +6.2% | 2,541 | 0.0% | 0.05% | -6.1% | |
QCOM | QUALCOMM INC | $165,000 | +7.8% | 1,153 | 0.0% | 0.04% | -4.3% | |
BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $164,000 | -46.9% | 7,796 | -46.8% | 0.04% | -53.1% |
PFE | PFIZER INC | $160,000 | +8.1% | 4,093 | 0.0% | 0.04% | -4.3% | |
IJR | Buy | ISHARES TRcore s&p scp etf | $162,000 | +5.9% | 1,436 | +1.8% | 0.04% | -6.4% |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $159,000 | +8.9% | 300 | 0.0% | 0.04% | -4.4% | |
BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $156,000 | +85.7% | 7,015 | +84.6% | 0.04% | +61.5% |
PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $155,000 | +1.3% | 5,700 | 0.0% | 0.04% | -10.6% | |
FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $154,000 | +7.7% | 1,316 | 0.0% | 0.04% | -4.5% | |
SPSB | SPDR SER TRportfolio short | $147,000 | 0.0% | 4,690 | 0.0% | 0.04% | -11.1% | |
COST | Sell | COSTCO WHSL CORP NEW | $147,000 | +12.2% | 372 | -0.3% | 0.04% | -2.4% |
PFF | ISHARES TRpfd and incm sec | $144,000 | +2.1% | 3,670 | 0.0% | 0.04% | -11.4% | |
CBRL | CRACKER BARREL OLD CTRY STOR | $145,000 | -14.2% | 980 | 0.0% | 0.04% | -25.0% | |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $144,000 | -10.6% | 717 | -17.3% | 0.04% | -22.0% |
LMT | LOCKHEED MARTIN CORP | $144,000 | +2.9% | 380 | 0.0% | 0.04% | -9.3% | |
GDV | GABELLI DIVID & INCOME TR | $142,000 | +10.1% | 5,400 | 0.0% | 0.04% | -2.5% | |
ICSH | ISHARES TRblackrock ultra | $142,000 | 0.0% | 2,805 | 0.0% | 0.04% | -11.4% | |
RBNC | RELIANT BANCORP INC | $145,000 | -4.0% | 5,245 | 0.0% | 0.04% | -17.0% | |
PSX | Buy | PHILLIPS 66 | $138,000 | +14.0% | 1,605 | +7.8% | 0.04% | +2.7% |
DOCU | Buy | DOCUSIGN INC | $138,000 | +50.0% | 494 | +8.6% | 0.04% | +35.7% |
MCD | Sell | MCDONALDS CORP | $139,000 | -4.8% | 600 | -7.8% | 0.04% | -15.6% |
DHR | DANAHER CORPORATION | $136,000 | +19.3% | 507 | 0.0% | 0.04% | +5.7% | |
BX | BLACKSTONE GROUP INC | $136,000 | +30.8% | 1,400 | 0.0% | 0.04% | +15.6% | |
EFA | ISHARES TRmsci eafe etf | $132,000 | +3.9% | 1,670 | 0.0% | 0.04% | -7.7% | |
MASI | Buy | MASIMO CORP | $134,000 | +16.5% | 554 | +10.8% | 0.04% | 0.0% |
UNM | Buy | UNUM GROUP | $130,000 | +3.2% | 4,593 | +1.8% | 0.04% | -10.3% |
ICE | INTERCONTINENTAL EXCHANGE IN | $130,000 | +6.6% | 1,092 | 0.0% | 0.04% | -7.9% | |
CGNX | COGNEX CORP | $128,000 | +1.6% | 1,518 | 0.0% | 0.04% | -10.3% | |
BOE | BLACKROCK ENHANCED GLOBAL DI | $126,000 | +9.6% | 10,000 | 0.0% | 0.03% | -5.6% | |
OEF | ISHARES TRs&p 100 etf | $124,000 | +8.8% | 632 | 0.0% | 0.03% | -2.9% | |
NVCR | Buy | NOVOCURE LTD | $124,000 | +87.9% | 558 | +11.6% | 0.03% | +70.0% |
AMLP | ALPS ETF TRalerian mlp | $121,000 | +19.8% | 3,325 | 0.0% | 0.03% | +6.5% | |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $123,000 | +7.0% | 838 | -2.6% | 0.03% | -8.3% |
RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $122,000 | +8.9% | 417 | 0.0% | 0.03% | -5.7% | |
ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $118,000 | +8.3% | 466 | +3.1% | 0.03% | -5.9% |
AMAT | APPLIED MATLS INC | $115,000 | +6.5% | 805 | 0.0% | 0.03% | -6.1% | |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $110,000 | +7.8% | 4,550 | -2.2% | 0.03% | -6.2% |
RF | REGIONS FINANCIAL CORP NEW | $107,000 | -1.8% | 5,291 | 0.0% | 0.03% | -14.7% | |
GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $107,000 | -0.9% | 1,245 | -8.8% | 0.03% | -12.1% |
RYE | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $107,000 | -18.3% | 2,352 | -27.9% | 0.03% | -29.3% |
GILD | Sell | GILEAD SCIENCES INC | $106,000 | -6.2% | 1,541 | -11.5% | 0.03% | -17.1% |
ITOT | Buy | ISHARES TRcore s&p ttl stk | $106,000 | +17.8% | 1,071 | +9.0% | 0.03% | +3.6% |
NVS | NOVARTIS AGsponsored adr | $105,000 | +7.1% | 1,147 | 0.0% | 0.03% | -3.3% | |
RYF | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $108,000 | +8.0% | 1,800 | 0.0% | 0.03% | -6.5% | |
RVT | Buy | ROYCE VALUE TR INC | $107,000 | +5.9% | 5,651 | +1.6% | 0.03% | -6.5% |
NXR | NUVEEN SELECT TAX FREE INCOMsh ben int | $102,000 | +10.9% | 5,450 | 0.0% | 0.03% | 0.0% | |
NVO | NOVO-NORDISK A Sadr | $104,000 | +23.8% | 1,240 | 0.0% | 0.03% | +7.7% | |
HYD | VANECK VECTORS ETF TRhigh yld mun etf | $102,000 | +3.0% | 1,600 | 0.0% | 0.03% | -9.7% | |
AMP | AMERIPRISE FINL INC | $104,000 | +7.2% | 418 | 0.0% | 0.03% | -6.7% | |
TRV | TRAVELERS COMPANIES INC | $98,000 | 0.0% | 653 | 0.0% | 0.03% | -10.0% | |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $99,000 | +16.5% | 1,368 | +4.7% | 0.03% | +3.8% |
EMR | EMERSON ELEC CO | $98,000 | +7.7% | 1,014 | 0.0% | 0.03% | -3.6% | |
PM | PHILIP MORRIS INTL INC | $98,000 | +12.6% | 984 | 0.0% | 0.03% | 0.0% | |
NEE | Sell | NEXTERA ENERGY INC | $99,000 | -5.7% | 1,356 | -2.0% | 0.03% | -15.6% |
HNDL | STRATEGY SHSns 7handl idx | $100,000 | +4.2% | 3,900 | 0.0% | 0.03% | -10.0% | |
UBS | UBS GROUP AG | $100,000 | -1.0% | 6,500 | 0.0% | 0.03% | -12.9% | |
VLO | VALERO ENERGY CORP | $96,000 | +9.1% | 1,235 | 0.0% | 0.03% | -3.7% | |
NXP | NUVEEN SELECT TAX-FREE INCOMsh ben int | $97,000 | +5.4% | 5,300 | 0.0% | 0.03% | -7.1% | |
DGRO | Sell | ISHARES TRcore div grwth | $94,000 | -17.5% | 1,868 | -21.1% | 0.03% | -25.7% |
LQD | ISHARES TRiboxx inv cp etf | $94,000 | +3.3% | 700 | 0.0% | 0.03% | -7.1% | |
VB | VANGUARD INDEX FDSsmall cp etf | $93,000 | +5.7% | 412 | 0.0% | 0.02% | -7.4% | |
BGY | BLACKROCK ENHANCED INTL DIV | $92,000 | +8.2% | 14,000 | 0.0% | 0.02% | -3.8% | |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $93,000 | -2.1% | 469 | -7.3% | 0.02% | -13.8% |
IWD | ISHARES TRrus 1000 val etf | $91,000 | +4.6% | 571 | 0.0% | 0.02% | -7.4% | |
SFIX | Buy | STITCH FIX INC | $88,000 | +37.5% | 1,452 | +13.3% | 0.02% | +20.0% |
XMPT | VANECK VECTORS ETF TR | $87,000 | +4.8% | 2,900 | 0.0% | 0.02% | -7.7% | |
TREX | Buy | TREX CO INC | $89,000 | +21.9% | 870 | +8.8% | 0.02% | +4.3% |
BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $89,000 | +21.9% | 2,268 | +19.8% | 0.02% | +4.3% |
MTCH | Buy | MATCH GROUP INC NEW | $89,000 | +74.5% | 554 | +50.1% | 0.02% | +50.0% |
ADBE | ADOBE SYSTEMS INCORPORATED | $87,000 | +24.3% | 148 | 0.0% | 0.02% | +9.1% | |
YUM | Sell | YUM BRANDS INC | $83,000 | -12.6% | 721 | -17.5% | 0.02% | -20.7% |
SPGI | S&P GLOBAL INC | $85,000 | +16.4% | 207 | 0.0% | 0.02% | 0.0% | |
CSX | Buy | CSX CORP | $86,000 | 0.0% | 2,679 | +200.0% | 0.02% | -14.8% |
WMB | Buy | WILLIAMS COS INC | $83,000 | +22.1% | 3,130 | +9.5% | 0.02% | +9.5% |
RMBS | RAMBUS INC DEL | $83,000 | +22.1% | 3,500 | 0.0% | 0.02% | +9.5% | |
RHS | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $84,000 | +2.4% | 520 | 0.0% | 0.02% | -8.0% | |
D | DOMINION ENERGY INC | $82,000 | -3.5% | 1,120 | 0.0% | 0.02% | -15.4% | |
CCIV | CHURCHILL CAPITAL CORP IVcl a | $81,000 | +24.6% | 2,800 | 0.0% | 0.02% | +10.0% | |
CSM | PROSHARES TRlarge cap cre | $78,000 | +8.3% | 785 | 0.0% | 0.02% | -4.5% | |
PRU | Sell | PRUDENTIAL FINL INC | $76,000 | +10.1% | 740 | -2.6% | 0.02% | 0.0% |
IGSB | Sell | ISHARES TR | $76,000 | -21.6% | 1,378 | -22.3% | 0.02% | -30.0% |
BSMM | INVESCO EXCH TRD SLF IDX FD | $76,000 | 0.0% | 2,975 | 0.0% | 0.02% | -12.5% | |
BSMN | INVESCO EXCH TRD SLF IDX FD | $76,000 | 0.0% | 2,965 | 0.0% | 0.02% | -12.5% | |
BCSF | BAIN CAP SPECIALTY FIN INC | $79,000 | +3.9% | 5,169 | 0.0% | 0.02% | -12.5% | |
MWA | Sell | MUELLER WTR PRODS INC | $74,000 | -30.8% | 5,122 | -33.2% | 0.02% | -39.4% |
FDRR | Sell | FIDELITY COVINGTON TRUSTdivid etf risi | $75,000 | -21.9% | 1,768 | -25.6% | 0.02% | -33.3% |
MAR | MARRIOTT INTL INC NEWcl a | $73,000 | -7.6% | 536 | 0.0% | 0.02% | -16.7% | |
WDAY | Buy | WORKDAY INCcl a | $73,000 | +9.0% | 306 | +12.9% | 0.02% | -4.8% |
UA | UNDER ARMOUR INCcl c | $73,000 | +1.4% | 3,914 | 0.0% | 0.02% | -9.1% | |
WELL | WELLTOWER INC | $75,000 | +17.2% | 900 | 0.0% | 0.02% | 0.0% | |
SHM | SPDR SER TRnuveen blmbrg sr | $73,000 | 0.0% | 1,475 | 0.0% | 0.02% | -13.0% | |
BKNG | BOOKING HOLDINGS INC | $74,000 | -6.3% | 34 | 0.0% | 0.02% | -16.7% | |
CL | COLGATE PALMOLIVE CO | $74,000 | +2.8% | 910 | 0.0% | 0.02% | -9.1% | |
IEMG | Buy | ISHARES INCcore msci emkt | $74,000 | +5.7% | 1,099 | +0.5% | 0.02% | -9.1% |
TDG | TRANSDIGM GROUP INC | $75,000 | +8.7% | 117 | 0.0% | 0.02% | -4.8% | |
UL | UNILEVER PLCspon adr new | $69,000 | +4.5% | 1,182 | 0.0% | 0.02% | -5.0% | |
LIN | New | LINDE PLC | $70,000 | – | 241 | +100.0% | 0.02% | – |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $69,000 | +50.0% | 276 | +10.4% | 0.02% | +35.7% |
DOW | DOW INC | $71,000 | -1.4% | 1,127 | 0.0% | 0.02% | -13.6% | |
GM | GENERAL MTRS CO | $70,000 | +2.9% | 1,186 | 0.0% | 0.02% | -9.5% | |
IWF | Sell | ISHARES TRrus 1000 grw etf | $65,000 | +10.2% | 238 | -2.1% | 0.02% | 0.0% |
FTSL | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $67,000 | 0.0% | 1,395 | 0.0% | 0.02% | -14.3% | |
BP | BP PLCsponsored adr | $65,000 | +8.3% | 2,463 | 0.0% | 0.02% | -5.3% | |
DSX | DIANA SHIPPING INC | $67,000 | +76.3% | 12,810 | 0.0% | 0.02% | +50.0% | |
EMN | EASTMAN CHEM CO | $64,000 | +4.9% | 550 | 0.0% | 0.02% | -10.5% | |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $62,000 | 0.0% | 274 | 0.0% | 0.02% | -10.5% | |
STN | STANTEC INC | $63,000 | +3.3% | 1,421 | 0.0% | 0.02% | -10.5% | |
IWB | ISHARES TRrus 1000 etf | $62,000 | +6.9% | 258 | 0.0% | 0.02% | -5.6% | |
EMLC | VANECK VECTORS ETF TRjp morgan mkts | $63,000 | +3.3% | 2,000 | 0.0% | 0.02% | -10.5% | |
NXQ | NUVEEN SELECT TAX FREE INCOMsh ben int | $61,000 | +3.4% | 3,700 | 0.0% | 0.02% | -5.6% | |
CBSH | COMMERCE BANCSHARES INC | $63,000 | -3.1% | 848 | 0.0% | 0.02% | -15.0% | |
AFIN | AMERICAN FIN TR INC | $62,000 | -13.9% | 7,314 | 0.0% | 0.02% | -22.7% | |
CVLG | COVENANT LOGISTICS GROUP INCcl a | $61,000 | 0.0% | 2,950 | 0.0% | 0.02% | -10.5% | |
IEFA | Sell | ISHARES TRcore msci eafe | $62,000 | -12.7% | 824 | -16.8% | 0.02% | -22.7% |
AMD | ADVANCED MICRO DEVICES INC | $62,000 | +21.6% | 655 | 0.0% | 0.02% | +6.2% | |
CB | CHUBB LIMITED | $64,000 | +1.6% | 400 | 0.0% | 0.02% | -10.5% | |
IGRO | Buy | ISHARES TRintl div grwth | $61,000 | +17.3% | 906 | +12.3% | 0.02% | +6.2% |
MS | MORGAN STANLEY | $62,000 | +17.0% | 680 | 0.0% | 0.02% | +6.2% | |
NIO | Buy | NIO INCspon ads | $61,000 | +48.8% | 1,153 | +8.5% | 0.02% | +30.8% |
IDEV | Buy | ISHARES TRcore msci intl | $59,000 | +15.7% | 881 | +12.1% | 0.02% | 0.0% |
AWK | AMERICAN WTR WKS CO INC NEW | $60,000 | +1.7% | 391 | 0.0% | 0.02% | -11.1% | |
SMBK | SMARTFINANCIAL INC | $59,000 | +11.3% | 2,452 | 0.0% | 0.02% | 0.0% | |
TRGP | TARGA RES CORP | $58,000 | +41.5% | 1,300 | 0.0% | 0.02% | +23.1% | |
HYG | Sell | ISHARES TRiboxx hi yd etf | $59,000 | -11.9% | 673 | -12.9% | 0.02% | -23.8% |
NOW | SERVICENOW INC | $60,000 | +9.1% | 110 | 0.0% | 0.02% | -5.9% | |
TJX | TJX COS INC NEW | $59,000 | +1.7% | 871 | 0.0% | 0.02% | -11.1% | |
FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $57,000 | +11.8% | 233 | 0.0% | 0.02% | -6.2% | |
TROW | PRICE T ROWE GROUP INC | $57,000 | +14.0% | 289 | 0.0% | 0.02% | 0.0% | |
COUP | Buy | COUPA SOFTWARE INC | $57,000 | +11.8% | 218 | +9.0% | 0.02% | -6.2% |
IDXX | IDEXX LABS INC | $57,000 | +26.7% | 91 | 0.0% | 0.02% | +7.1% | |
NIM | NUVEEN SELECT MAT MUN FDsh ben int | $55,000 | +3.8% | 5,000 | 0.0% | 0.02% | -6.2% | |
NRG | NRG ENERGY INC | $56,000 | +5.7% | 1,400 | 0.0% | 0.02% | -6.2% | |
JMOM | J P MORGAN EXCHANGE-TRADED Fus momentum | $57,000 | +11.8% | 1,301 | 0.0% | 0.02% | -6.2% | |
BSCP | New | INVESCO EXCH TRD SLF IDX FD | $54,000 | – | 2,440 | +100.0% | 0.02% | – |
AEE | AMEREN CORP | $51,000 | -1.9% | 639 | 0.0% | 0.01% | -12.5% | |
IDNA | ISHARES TRgenomics immun | $52,000 | +13.0% | 1,005 | 0.0% | 0.01% | 0.0% | |
BOND | PIMCO ETF TRactive bd etf | $52,000 | +2.0% | 470 | 0.0% | 0.01% | -12.5% | |
ARCC | ARES CAPITAL CORP | $50,000 | +4.2% | 2,576 | 0.0% | 0.01% | -6.7% | |
STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $53,000 | – | 600 | +100.0% | 0.01% | – |
IJK | ISHARES TRs&p mc 400gr etf | $50,000 | +4.2% | 616 | 0.0% | 0.01% | -6.7% | |
ILMN | Buy | ILLUMINA INC | $50,000 | +47.1% | 106 | +19.1% | 0.01% | +27.3% |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $53,000 | +20.5% | 34 | +9.7% | 0.01% | 0.0% |
BSMP | INVESCO EXCH TRD SLF IDX FD | $51,000 | 0.0% | 1,965 | 0.0% | 0.01% | -12.5% | |
MRNA | Sell | MODERNA INC | $53,000 | +60.6% | 225 | -10.0% | 0.01% | +40.0% |
BSMO | INVESCO EXCH TRD SLF IDX FD | $51,000 | 0.0% | 1,970 | 0.0% | 0.01% | -12.5% | |
GS | GOLDMAN SACHS GROUP INC | $53,000 | +15.2% | 140 | 0.0% | 0.01% | 0.0% | |
ZNGA | Buy | ZYNGA INCcl a | $48,000 | +17.1% | 4,470 | +10.8% | 0.01% | 0.0% |
IVE | ISHARES TRs&p 500 val etf | $48,000 | +4.3% | 324 | 0.0% | 0.01% | -7.1% | |
DLR | DIGITAL RLTY TR INC | $48,000 | +6.7% | 317 | 0.0% | 0.01% | -7.1% | |
MET | Buy | METLIFE INC | $49,000 | +8.9% | 813 | +9.0% | 0.01% | -7.1% |
JKHY | Buy | HENRY JACK & ASSOC INC | $47,000 | +23.7% | 289 | +15.6% | 0.01% | +8.3% |
WFC | WELLS FARGO CO NEW | $46,000 | +15.0% | 1,026 | 0.0% | 0.01% | +8.3% | |
GOOD | GLADSTONE COMMERCIAL CORP | $47,000 | +14.6% | 2,076 | 0.0% | 0.01% | 0.0% | |
LTC | LTC PPTYS INC | $48,000 | -7.7% | 1,248 | 0.0% | 0.01% | -18.8% | |
IYH | ISHARES TRus hlthcare etf | $49,000 | +8.9% | 178 | 0.0% | 0.01% | -7.1% | |
MDLZ | Sell | MONDELEZ INTL INCcl a | $48,000 | -21.3% | 764 | -27.0% | 0.01% | -31.6% |
MAIN | Buy | MAIN STR CAP CORP | $45,000 | +15.4% | 1,085 | +8.5% | 0.01% | 0.0% |
NFG | NATIONAL FUEL GAS CO | $45,000 | +4.7% | 855 | 0.0% | 0.01% | -7.7% | |
AY | ATLANTICA SUSTAINABLE INFR P | $45,000 | +2.3% | 1,200 | 0.0% | 0.01% | -14.3% | |
XLE | SELECT SECTOR SPDR TRenergy | $43,000 | +10.3% | 790 | 0.0% | 0.01% | 0.0% | |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $44,000 | +2.3% | 433 | 0.0% | 0.01% | -7.7% | |
RDFN | REDFIN CORP | $44,000 | -6.4% | 700 | 0.0% | 0.01% | -20.0% | |
EWU | ISHARES TRmsci uk etf new | $43,000 | +4.9% | 1,300 | 0.0% | 0.01% | -7.7% | |
ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $44,000 | +109.5% | 114 | +78.1% | 0.01% | +100.0% |
GSK | GLAXOSMITHKLINE PLCsponsored adr | $44,000 | +10.0% | 1,109 | 0.0% | 0.01% | 0.0% | |
SNA | SNAP ON INC | $45,000 | -2.2% | 200 | 0.0% | 0.01% | -14.3% | |
KR | Sell | KROGER CO | $44,000 | -10.2% | 1,156 | -15.0% | 0.01% | -20.0% |
FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $45,000 | +9.8% | 700 | 0.0% | 0.01% | -7.7% | |
DKNG | Buy | DRAFTKINGS INC | $45,000 | -2.2% | 854 | +14.8% | 0.01% | -14.3% |
MELI | New | MERCADOLIBRE INC | $39,000 | – | 25 | +100.0% | 0.01% | – |
UAA | UNDER ARMOUR INCcl a | $42,000 | -4.5% | 2,000 | 0.0% | 0.01% | -21.4% | |
BYND | BEYOND MEAT INC | $39,000 | +18.2% | 250 | 0.0% | 0.01% | +10.0% | |
HSBC | HSBC HLDGS PLCspon adr new | $40,000 | -2.4% | 1,400 | 0.0% | 0.01% | -15.4% | |
CME | CME GROUP INC | $39,000 | +5.4% | 181 | 0.0% | 0.01% | 0.0% | |
WPC | WP CAREY INC | $41,000 | +5.1% | 545 | 0.0% | 0.01% | -8.3% | |
TLRY | Buy | TILRAY INC | $39,000 | +387.5% | 2,140 | +511.4% | 0.01% | +450.0% |
IDV | ISHARES TRintl sel div etf | $42,000 | +2.4% | 1,300 | 0.0% | 0.01% | -15.4% | |
PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $42,000 | 0.0% | 2,773 | 0.0% | 0.01% | -15.4% | |
STOR | STORE CAP CORP | $35,000 | +2.9% | 1,000 | 0.0% | 0.01% | -9.1% | |
NXPI | NXP SEMICONDUCTORS N V | $35,000 | +2.9% | 170 | 0.0% | 0.01% | -9.1% | |
ETN | EATON CORP PLC | $38,000 | +8.6% | 256 | 0.0% | 0.01% | -9.1% | |
TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $35,000 | -14.6% | 3,560 | 0.0% | 0.01% | -23.1% | |
CMI | CUMMINS INC | $37,000 | -5.1% | 150 | 0.0% | 0.01% | -16.7% | |
GL | GLOBE LIFE INC | $36,000 | 0.0% | 375 | 0.0% | 0.01% | -9.1% | |
TU | TELUS CORPORATION | $36,000 | +12.5% | 1,600 | 0.0% | 0.01% | 0.0% | |
VGR | VECTOR GROUP LTD | $32,000 | +3.2% | 2,250 | 0.0% | 0.01% | -10.0% | |
BND | VANGUARD BD INDEX FDStotal bnd mrkt | $33,000 | 0.0% | 389 | 0.0% | 0.01% | -10.0% | |
NEM | NEWMONT CORP | $34,000 | +6.2% | 530 | 0.0% | 0.01% | -10.0% | |
SIVB | Buy | SVB FINANCIAL GROUP | $32,000 | +3100.0% | 58 | +2800.0% | 0.01% | – |
MGC | VANGUARD WORLD FDmega cap index | $32,000 | +10.3% | 210 | 0.0% | 0.01% | 0.0% | |
VTV | VANGUARD INDEX FDSvalue etf | $34,000 | +3.0% | 248 | 0.0% | 0.01% | -10.0% | |
PEAK | HEALTHPEAK PROPERTIES INC | $33,000 | +3.1% | 1,000 | 0.0% | 0.01% | -10.0% | |
SHY | ISHARES TR1 3 yr treas bd | $34,000 | -2.9% | 400 | 0.0% | 0.01% | -18.2% | |
MUA | BLACKROCK MUNIASSETS FD INC | $34,000 | +13.3% | 2,000 | 0.0% | 0.01% | 0.0% | |
AVGO | Sell | BROADCOM INC | $31,000 | 0.0% | 65 | -1.5% | 0.01% | -20.0% |
CNI | CANADIAN NATL RY CO | $31,000 | -8.8% | 290 | 0.0% | 0.01% | -27.3% | |
CSTR | CAPSTAR FINL HLDGS INC | $29,000 | +16.0% | 1,432 | 0.0% | 0.01% | 0.0% | |
MMM | Buy | 3M CO | $30,000 | +30.4% | 154 | +29.4% | 0.01% | +14.3% |
JEF | Buy | JEFFERIES FINL GROUP INC | $31,000 | +72.2% | 900 | +50.0% | 0.01% | +33.3% |
DVY | ISHARES TRselect divid etf | $29,000 | +3.6% | 246 | 0.0% | 0.01% | -11.1% | |
C | CITIGROUP INC | $29,000 | -3.3% | 408 | 0.0% | 0.01% | -11.1% | |
ETY | EATON VANCE TAX-MANAGED DIVE | $28,000 | +7.7% | 2,000 | 0.0% | 0.01% | 0.0% | |
O | REALTY INCOME CORP | $30,000 | +3.4% | 450 | 0.0% | 0.01% | -11.1% | |
FIVG | ETF SER SOLUTIONSdefiance next | $28,000 | +7.7% | 740 | 0.0% | 0.01% | 0.0% | |
IHE | ISHARES TRu.s. pharma etf | $28,000 | +3.7% | 150 | 0.0% | 0.01% | 0.0% | |
TGT | TARGET CORP | $29,000 | +20.8% | 119 | 0.0% | 0.01% | +14.3% | |
IP | INTERNATIONAL PAPER CO | $28,000 | +12.0% | 455 | 0.0% | 0.01% | 0.0% | |
TTM | TATA MTRS LTDsponsored adr | $31,000 | +10.7% | 1,355 | 0.0% | 0.01% | -11.1% | |
STLA | STELLANTIS N.V | $30,000 | +11.1% | 1,500 | 0.0% | 0.01% | 0.0% | |
PFFD | New | GLOBAL X FDSus pfd etf | $26,000 | – | 1,000 | +100.0% | 0.01% | – |
MUB | ISHARES TRnational mun etf | $24,000 | +4.3% | 202 | 0.0% | 0.01% | 0.0% | |
TWTR | TWITTER INC | $27,000 | +8.0% | 399 | 0.0% | 0.01% | -12.5% | |
FSLY | New | FASTLY INCcl a | $27,000 | – | 449 | +100.0% | 0.01% | – |
VBR | VANGUARD INDEX FDSsm cp val etf | $24,000 | +4.3% | 140 | 0.0% | 0.01% | 0.0% | |
WTRG | ESSENTIAL UTILS INC | $26,000 | +4.0% | 561 | 0.0% | 0.01% | -12.5% | |
VXF | VANGUARD INDEX FDSextend mkt etf | $25,000 | +8.7% | 131 | 0.0% | 0.01% | 0.0% | |
DRI | DARDEN RESTAURANTS INC | $27,000 | 0.0% | 188 | 0.0% | 0.01% | -12.5% | |
NTAP | NETAPP INC | $25,000 | +13.6% | 305 | 0.0% | 0.01% | 0.0% | |
NBIX | NEUROCRINE BIOSCIENCES INC | $25,000 | 0.0% | 260 | 0.0% | 0.01% | -12.5% | |
OGN | New | ORGANON & CO | $26,000 | – | 860 | +100.0% | 0.01% | – |
COF | CAPITAL ONE FINL CORP | $27,000 | +22.7% | 175 | 0.0% | 0.01% | 0.0% | |
PFG | PRINCIPAL FINANCIAL GROUP IN | $25,000 | +4.2% | 400 | 0.0% | 0.01% | 0.0% | |
CI | Sell | CIGNA CORP NEW | $24,000 | -31.4% | 101 | -30.3% | 0.01% | -36.4% |
BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $24,000 | +14.3% | 475 | 0.0% | 0.01% | +16.7% | |
DGX | QUEST DIAGNOSTICS INC | $26,000 | 0.0% | 200 | 0.0% | 0.01% | -12.5% | |
BK | BANK NEW YORK MELLON CORP | $26,000 | +8.3% | 500 | 0.0% | 0.01% | 0.0% | |
GD | GENERAL DYNAMICS CORP | $22,000 | +4.8% | 118 | 0.0% | 0.01% | 0.0% | |
CIM | Sell | CHIMERA INVT CORP | $21,000 | +5.0% | 1,400 | -12.5% | 0.01% | 0.0% |
ZBH | ZIMMER BIOMET HOLDINGS INC | $23,000 | +4.5% | 140 | 0.0% | 0.01% | -14.3% | |
DOV | DOVER CORP | $23,000 | +9.5% | 156 | 0.0% | 0.01% | 0.0% | |
UVV | UNIVERSAL CORP VA | $23,000 | -4.2% | 409 | 0.0% | 0.01% | -14.3% | |
LRCX | LAM RESEARCH CORP | $23,000 | +9.5% | 36 | 0.0% | 0.01% | 0.0% | |
SLB | SCHLUMBERGER LTD | $22,000 | +22.2% | 675 | 0.0% | 0.01% | 0.0% | |
LDOS | New | LEIDOS HOLDINGS INC | $21,000 | – | 210 | +100.0% | 0.01% | – |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $23,000 | +4.5% | 188 | 0.0% | 0.01% | -14.3% | |
MPW | MEDICAL PPTYS TRUST INC | $22,000 | -4.3% | 1,100 | 0.0% | 0.01% | -14.3% | |
VIAC | VIACOMCBS INCcl b | $22,000 | 0.0% | 495 | 0.0% | 0.01% | -14.3% | |
WBA | WALGREENS BOOTS ALLIANCE INC | $23,000 | -4.2% | 430 | 0.0% | 0.01% | -14.3% | |
AL | AIR LEASE CORPcl a | $23,000 | -11.5% | 540 | 0.0% | 0.01% | -25.0% | |
EWS | ISHARES INCmsci singpor etf | $23,000 | 0.0% | 975 | 0.0% | 0.01% | -14.3% | |
GSBD | New | GOLDMAN SACHS BDC INC | $22,000 | – | 1,100 | +100.0% | 0.01% | – |
WY | WEYERHAEUSER CO MTN BE | $17,000 | -5.6% | 500 | 0.0% | 0.01% | -16.7% | |
MCHP | MICROCHIP TECHNOLOGY INC. | $17,000 | -5.6% | 114 | 0.0% | 0.01% | -16.7% | |
CFG | Sell | CITIZENS FINL GROUP INC | $18,000 | -48.6% | 400 | -50.0% | 0.01% | -54.5% |
ENB | ENBRIDGE INC | $17,000 | +6.2% | 434 | 0.0% | 0.01% | 0.0% | |
ET | Buy | ENERGY TRANSFER L P | $20,000 | +1900.0% | 1,878 | +1152.0% | 0.01% | – |
SYK | STRYKER CORPORATION | $18,000 | +5.9% | 70 | 0.0% | 0.01% | 0.0% | |
CE | Buy | CELANESE CORP DEL | $20,000 | +53.8% | 129 | +43.3% | 0.01% | +25.0% |
KMX | CARMAX INC | $19,000 | 0.0% | 145 | 0.0% | 0.01% | -16.7% | |
TTE | TOTALENERGIES SEsponsored ads | $17,000 | 0.0% | 369 | 0.0% | 0.01% | 0.0% | |
EXC | EXELON CORP | $18,000 | +5.9% | 400 | 0.0% | 0.01% | 0.0% | |
LXP | LEXINGTON REALTY TRUST | $17,000 | +6.2% | 1,400 | 0.0% | 0.01% | 0.0% | |
QABA | FIRST TR NASDAQ ABA CMNTY BK | $17,000 | 0.0% | 305 | 0.0% | 0.01% | 0.0% | |
AYX | ALTERYX INC | $20,000 | 0.0% | 238 | 0.0% | 0.01% | -16.7% | |
VFC | V F CORP | $20,000 | +5.3% | 241 | 0.0% | 0.01% | -16.7% | |
NOBL | PROSHARES TRs&p 500 dv arist | $18,000 | +5.9% | 200 | 0.0% | 0.01% | 0.0% | |
YUMC | YUM CHINA HLDGS INC | $20,000 | +11.1% | 301 | 0.0% | 0.01% | -16.7% | |
KRA | KRATON CORP | $19,000 | -13.6% | 600 | 0.0% | 0.01% | -28.6% | |
QS | Buy | QUANTUMSCAPE CORP | $19,000 | -5.0% | 650 | +44.4% | 0.01% | -16.7% |
PRNT | ARK ETF TR3d printing etf | $19,000 | +5.6% | 470 | 0.0% | 0.01% | -16.7% | |
GH | New | GUARDANT HEALTH INC | $19,000 | – | 153 | +100.0% | 0.01% | – |
LRGF | ISHARES TRmsci usa multift | $17,000 | +6.2% | 400 | 0.0% | 0.01% | 0.0% | |
BNDX | VANGUARD CHARLOTTE FDSintl bd idx etf | $19,000 | 0.0% | 339 | 0.0% | 0.01% | -16.7% | |
QUAL | ISHARES TRmsci usa qlt fct | $18,000 | +12.5% | 135 | 0.0% | 0.01% | 0.0% | |
FFTY | INNOVATOR ETFS TRibd 50 etf | $17,000 | +6.2% | 365 | 0.0% | 0.01% | 0.0% | |
PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $20,000 | +5.3% | 106 | 0.0% | 0.01% | -16.7% | |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $17,000 | +21.4% | 230 | 0.0% | 0.01% | +25.0% | |
IBB | ISHARES TRishares biotech | $17,000 | +6.2% | 105 | 0.0% | 0.01% | 0.0% | |
GLW | CORNING INC | $20,000 | -9.1% | 500 | 0.0% | 0.01% | -28.6% | |
ARKK | Buy | ARK ETF TRinnovation etf | $17,000 | +41.7% | 130 | +30.0% | 0.01% | +25.0% |
ZTS | ZOETIS INCcl a | $16,000 | +23.1% | 84 | 0.0% | 0.00% | 0.0% | |
LIT | GLOBAL X FDSlithium btry etf | $16,000 | +23.1% | 220 | 0.0% | 0.00% | 0.0% | |
OTIS | OTIS WORLDWIDE CORP | $14,000 | +27.3% | 167 | 0.0% | 0.00% | +33.3% | |
IUSG | ISHARES TRcore s&p us gwt | $16,000 | +14.3% | 155 | 0.0% | 0.00% | 0.0% | |
DD | DUPONT DE NEMOURS INC | $15,000 | 0.0% | 192 | 0.0% | 0.00% | -20.0% | |
KOMP | New | SPDR SER TRs&p kensho new | $13,000 | – | 195 | +100.0% | 0.00% | – |
XBI | SPDR SER TRs&p biotech | $14,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
MAN | MANPOWERGROUP INC WIS | $15,000 | +25.0% | 125 | 0.0% | 0.00% | 0.0% | |
XLRE | SELECT SECTOR SPDR TRrl est sel sec | $13,000 | +18.2% | 287 | 0.0% | 0.00% | +33.3% | |
COIN | New | COINBASE GLOBAL INC | $14,000 | – | 54 | +100.0% | 0.00% | – |
XLF | SELECT SECTOR SPDR TRfinancial | $16,000 | +6.7% | 430 | 0.0% | 0.00% | -20.0% | |
STIP | ISHARES TR0-5 yr tips etf | $16,000 | 0.0% | 149 | 0.0% | 0.00% | -20.0% | |
SUM | SUMMIT MATLS INCcl a | $16,000 | +23.1% | 469 | 0.0% | 0.00% | 0.0% | |
IGV | ISHARES TRexpanded tech | $14,000 | +16.7% | 36 | 0.0% | 0.00% | 0.0% | |
ROST | ROSS STORES INC | $14,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% | |
CGC | Sell | CANOPY GROWTH CORP | $15,000 | -25.0% | 635 | -0.5% | 0.00% | -33.3% |
VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $16,000 | 0.0% | 172 | 0.0% | 0.00% | -20.0% | |
SE | New | SEA LTDsponsord ads | $13,000 | – | 46 | +100.0% | 0.00% | – |
CAH | CARDINAL HEALTH INC | $14,000 | -6.7% | 250 | 0.0% | 0.00% | -20.0% | |
TEL | TE CONNECTIVITY LTD | $14,000 | +7.7% | 100 | 0.0% | 0.00% | 0.0% | |
BLL | BALL CORP | $13,000 | -7.1% | 164 | 0.0% | 0.00% | 0.0% | |
VALE | VALE S Asponsored ads | $16,000 | +33.3% | 700 | 0.0% | 0.00% | 0.0% | |
IGIB | ISHARES TR | $16,000 | 0.0% | 271 | 0.0% | 0.00% | -20.0% | |
CARR | CARRIER GLOBAL CORPORATION | $16,000 | +14.3% | 336 | 0.0% | 0.00% | 0.0% | |
NYCB | NEW YORK CMNTY BANCORP INC | $14,000 | -12.5% | 1,300 | 0.0% | 0.00% | -20.0% | |
TDOC | New | TELADOC HEALTH INC | $13,000 | – | 78 | +100.0% | 0.00% | – |
MKC | New | MCCORMICK & CO INC | $13,000 | – | 153 | +100.0% | 0.00% | – |
VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $14,000 | 0.0% | 204 | +100.0% | 0.00% | 0.0% |
STZ | CONSTELLATION BRANDS INCcl a | $15,000 | +7.1% | 63 | 0.0% | 0.00% | 0.0% | |
IEF | ISHARES TRbarclays 7 10 yr | $16,000 | 0.0% | 141 | 0.0% | 0.00% | -20.0% | |
GWX | SPDR INDEX SHS FDSs&p intl smlcp | $15,000 | 0.0% | 398 | 0.0% | 0.00% | -20.0% | |
MDC | M D C HLDGS INC | $15,000 | -11.8% | 291 | 0.0% | 0.00% | -20.0% | |
TRI | THOMSON REUTERS CORP. | $14,000 | +16.7% | 141 | 0.0% | 0.00% | 0.0% | |
ABB | ABB LTDsponsored adr | $10,000 | +11.1% | 303 | 0.0% | 0.00% | 0.0% | |
AFL | AFLAC INC | $12,000 | +9.1% | 224 | 0.0% | 0.00% | 0.0% | |
CNP | CENTERPOINT ENERGY INC | $12,000 | +9.1% | 500 | 0.0% | 0.00% | 0.0% | |
CVGI | Sell | COMMERCIAL VEH GROUP INC | $11,000 | -45.0% | 1,055 | -50.0% | 0.00% | -50.0% |
ED | CONSOLIDATED EDISON INC | $11,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
DELL | DELL TECHNOLOGIES INCcl c | $11,000 | +10.0% | 115 | 0.0% | 0.00% | 0.0% | |
FISV | FISERV INC | $11,000 | -15.4% | 107 | 0.0% | 0.00% | -25.0% | |
FBHS | FORTUNE BRANDS HOME & SEC IN | $10,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
GPK | GRAPHIC PACKAGING HLDG CO | $11,000 | 0.0% | 620 | 0.0% | 0.00% | 0.0% | |
ISRG | New | INTUITIVE SURGICAL INC | $11,000 | – | 12 | +100.0% | 0.00% | – |
USIG | ISHARES TRusd inv grde etf | $12,000 | 0.0% | 204 | 0.0% | 0.00% | -25.0% | |
NTR | NUTRIEN LTD | $12,000 | +9.1% | 200 | 0.0% | 0.00% | 0.0% | |
PNC | PNC FINL SVCS GROUP INC | $10,000 | +11.1% | 50 | 0.0% | 0.00% | 0.0% | |
REGN | REGENERON PHARMACEUTICALS | $11,000 | +22.2% | 20 | 0.0% | 0.00% | 0.0% | |
RDSA | ROYAL DUTCH SHELL PLCspons adr a | $12,000 | 0.0% | 300 | 0.0% | 0.00% | -25.0% | |
TD | TORONTO DOMINION BK ONT | $11,000 | +10.0% | 150 | 0.0% | 0.00% | 0.0% | |
USB | US BANCORP DEL | $12,000 | +9.1% | 205 | 0.0% | 0.00% | 0.0% | |
WHR | WHIRLPOOL CORP | $11,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
JCI | JOHNSON CTLS INTL PLC | $10,000 | +11.1% | 143 | 0.0% | 0.00% | 0.0% | |
EPR | EPR PPTYS | $9,000 | +12.5% | 163 | 0.0% | 0.00% | 0.0% | |
FVRR | New | FIVERR INTL LTD | $6,000 | – | 25 | +100.0% | 0.00% | – |
LOW | LOWES COS INC | $8,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $7,000 | 0.0% | 320 | -1.5% | 0.00% | 0.0% |
PLTR | PALANTIR TECHNOLOGIES INCcl a | $7,000 | +16.7% | 272 | 0.0% | 0.00% | 0.0% | |
EA | Buy | ELECTRONIC ARTS INC | $9,000 | +28.6% | 61 | +22.0% | 0.00% | 0.0% |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $9,000 | +12.5% | 63 | 0.0% | 0.00% | 0.0% | |
ABNB | New | AIRBNB INC | $7,000 | – | 46 | +100.0% | 0.00% | – |
LMND | Buy | LEMONADE INC | $9,000 | +350.0% | 81 | +305.0% | 0.00% | +100.0% |
EL | LAUDER ESTEE COS INCcl a | $6,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
FUTY | FIDELITY COVINGTON TRUSTmsci utils index | $7,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% | |
GIS | GENERAL MLS INC | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
KHC | KRAFT HEINZ CO | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
PPG | PPG INDS INC | $9,000 | +12.5% | 55 | 0.0% | 0.00% | 0.0% | |
SNSR | GLOBAL X FDSinternet of thng | $7,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% | |
CCL | CARNIVAL CORPunit 99/99/9999 | $7,000 | -12.5% | 284 | 0.0% | 0.00% | 0.0% | |
HPQ | HP INC | $6,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% | |
CHH | New | CHOICE HOTELS INTL INC | $6,000 | – | 50 | +100.0% | 0.00% | – |
QDEL | New | QUIDEL CORP | $7,000 | – | 58 | +100.0% | 0.00% | – |
EFAV | ISHARES TRmsci eafe min vl | $8,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% | |
APD | AIR PRODS & CHEMS INC | $7,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
ITA | ISHARES TRus aer def etf | $7,000 | +16.7% | 60 | 0.0% | 0.00% | 0.0% | |
HOG | HARLEY DAVIDSON INC | $9,000 | +12.5% | 200 | 0.0% | 0.00% | 0.0% | |
INGR | INGREDION INC | $6,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
OXY | OCCIDENTAL PETE CORP | $9,000 | +28.6% | 276 | 0.0% | 0.00% | 0.0% | |
IYR | Buy | ISHARES TRu.s. real es etf | $9,000 | +50.0% | 91 | +35.8% | 0.00% | 0.0% |
ERTH | INVESCO EXCHANGE TRADED FD Tinvesco msci | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
IQV | IQVIA HLDGS INC | $6,000 | +50.0% | 23 | 0.0% | 0.00% | +100.0% | |
NTNX | New | NUTANIX INCcl a | $8,000 | – | 210 | +100.0% | 0.00% | – |
ANTM | ANTHEM INC | $8,000 | +14.3% | 20 | 0.0% | 0.00% | 0.0% | |
KBWB | INVESCO EXCH TRADED FD TR IIkbw bk etf | $7,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $9,000 | +12.5% | 142 | 0.0% | 0.00% | 0.0% | |
CTVA | CORTEVA INC | $9,000 | 0.0% | 203 | 0.0% | 0.00% | -33.3% | |
PLD | PROLOGIS INC. | $8,000 | +14.3% | 63 | 0.0% | 0.00% | 0.0% | |
BMO | BANK MONTREAL QUE | $7,000 | +16.7% | 65 | 0.0% | 0.00% | 0.0% | |
VTRS | VIATRIS INC | $6,000 | 0.0% | 452 | 0.0% | 0.00% | 0.0% | |
TT | TRANE TECHNOLOGIES PLC | $7,000 | +16.7% | 38 | 0.0% | 0.00% | 0.0% | |
CPNG | New | COUPANG INCcl a | $6,000 | – | 140 | +100.0% | 0.00% | – |
MSI | MOTOROLA SOLUTIONS INC | $8,000 | +14.3% | 39 | 0.0% | 0.00% | 0.0% | |
MDB | New | MONGODB INCcl a | $9,000 | – | 24 | +100.0% | 0.00% | – |
ASML | New | ASML HOLDING N V | $7,000 | – | 10 | +100.0% | 0.00% | – |
STAA | New | STAAR SURGICAL CO | $6,000 | – | 37 | +100.0% | 0.00% | – |
BNS | BANK NOVA SCOTIA B C | $6,000 | +20.0% | 85 | 0.0% | 0.00% | 0.0% | |
BCS | BARCLAYS PLCadr | $7,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
MPLX | MPLX LP | $6,000 | 0.0% | 218 | 0.0% | 0.00% | 0.0% | |
MFA | Sell | MFA FINL INC | $7,000 | -22.2% | 1,600 | -27.3% | 0.00% | -33.3% |
RY | ROYAL BK CDA | $4,000 | +33.3% | 35 | 0.0% | 0.00% | 0.0% | |
RGEN | New | REPLIGEN CORP | $5,000 | – | 25 | +100.0% | 0.00% | – |
RC | Sell | READY CAPITAL CORP | $3,000 | -40.0% | 168 | -50.0% | 0.00% | -50.0% |
SKILWS | New | SKILLSOFT CORP*w exp 06/11/202 | $4,000 | – | 1,950 | +100.0% | 0.00% | – |
SKIL | New | SKILLSOFT CORPcl a | $2,000 | – | 195 | +100.0% | 0.00% | – |
SKLZ | New | SKILLZ INC | $5,000 | – | 250 | +100.0% | 0.00% | – |
QTS | QTS RLTY TR INC | $3,000 | +50.0% | 40 | 0.0% | 0.00% | 0.0% | |
THCX | SPINNAKER ETF SERIEScannabis etf | $2,000 | -33.3% | 139 | 0.0% | 0.00% | 0.0% | |
SQFT | PRESIDIO PPTY TR INC | $5,000 | 0.0% | 1,378 | 0.0% | 0.00% | -50.0% | |
DOC | PHYSICIANS RLTY TR | $2,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
PPL | PPL CORP | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
SNDL | SUNDIAL GROWERS INC | $2,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
SYY | SYSCO CORP | $3,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $3,000 | – | 15 | +100.0% | 0.00% | – |
NOK | NOKIA CORPsponsored adr | $2,000 | +100.0% | 300 | 0.0% | 0.00% | – | |
NTES | NETEASE INCsponsored ads | $5,000 | 0.0% | 45 | 0.0% | 0.00% | -50.0% | |
TELL | TELLURIAN INC NEW | $3,000 | +50.0% | 650 | 0.0% | 0.00% | 0.0% | |
MNMD | New | MIND MEDICINE MINDMED INC | $3,000 | – | 725 | +100.0% | 0.00% | – |
TXRH | New | TEXAS ROADHOUSE INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
MPC | MARATHON PETE CORP | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
MVO | MV OIL TRtr units | $5,000 | +150.0% | 550 | 0.0% | 0.00% | 0.0% | |
TIMB | TIM S Asponsored adr | $3,000 | 0.0% | 285 | 0.0% | 0.00% | 0.0% | |
LPX | New | LOUISIANA PAC CORP | $5,000 | – | 88 | +100.0% | 0.00% | – |
YVR | LIQUID MEDIA GROUP LTD NEW | $2,000 | -50.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
KMI | KINDER MORGAN INC DEL | $2,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
KEY | KEYCORP | $4,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% | |
KT | KT CORPsponsored adr | $4,000 | 0.0% | 303 | 0.0% | 0.00% | 0.0% | |
JD | New | JD.COM INCspon adr cl a | $4,000 | – | 50 | +100.0% | 0.00% | – |
IAT | New | ISHARES TRus regnl bks etf | $5,000 | – | 85 | +100.0% | 0.00% | – |
MBB | ISHARES TRmbs etf | $4,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
MTN | New | VAIL RESORTS INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
NVTA | New | INVITAE CORP | $3,000 | – | 75 | +100.0% | 0.00% | – |
CZA | New | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $3,000 | – | 30 | +100.0% | 0.00% | – |
HUBB | HUBBELL INC | $5,000 | 0.0% | 28 | 0.0% | 0.00% | -50.0% | |
HMC | HONDA MOTOR LTD | $4,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
HLT | HILTON WORLDWIDE HLDGS INC | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
HEXO | HEXO CORP | $4,000 | -20.0% | 752 | 0.0% | 0.00% | -50.0% | |
VTIP | VANGUARD MALVERN FDSstrm infproidx | $5,000 | 0.0% | 102 | 0.0% | 0.00% | -50.0% | |
VGT | VANGUARD WORLD FDSinf tech etf | $3,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
FLDR | New | FIDELITY MERRIMACK STR TRlow durtin etf | $4,000 | – | 79 | +100.0% | 0.00% | – |
FAST | FASTENAL CO | $5,000 | 0.0% | 105 | 0.0% | 0.00% | -50.0% | |
EVFM | New | EVOFEM BIOSCIENCES INC | $2,000 | – | 1,902 | +100.0% | 0.00% | – |
EDIT | New | EDITAS MEDICINE INC | $5,000 | – | 80 | +100.0% | 0.00% | – |
DVAX | DYNAVAX TECHNOLOGIES CORP | $3,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
CAG | New | CONAGRA BRANDS INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
WAB | WABTEC | $5,000 | +25.0% | 55 | 0.0% | 0.00% | 0.0% | |
KOF | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $4,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
NET | CLOUDFLARE INC | $2,000 | +100.0% | 15 | 0.0% | 0.00% | – | |
LFC | CHINA LIFE INS CO LTDspon adr rep h | $4,000 | 0.0% | 354 | 0.0% | 0.00% | 0.0% | |
WRK | WESTROCK CO | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
CC | CHEMOURS CO | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $2,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
CHPT | CHARGEPOINT HOLDINGS INC | $3,000 | +50.0% | 81 | 0.0% | 0.00% | 0.0% | |
YCBD | CBDMD INC | $3,000 | -25.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
BHF | BRIGHTHOUSE FINL INC | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
ZEN | New | ZENDESK INC | $4,000 | – | 26 | +100.0% | 0.00% | – |
BL | New | BLACKLINE INC | $5,000 | – | 42 | +100.0% | 0.00% | – |
BDX | BECTON DICKINSON & CO | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
ANET | New | ARISTA NETWORKS INC | $3,000 | – | 7 | +100.0% | 0.00% | – |
APPN | Buy | APPIAN CORPcl a | $5,000 | +400.0% | 33 | +312.5% | 0.00% | – |
NLY | ANNALY CAPITAL MANAGEMENT IN | $4,000 | +33.3% | 400 | 0.0% | 0.00% | 0.0% | |
SRNGU | SOARING EAGLE ACQUISITION COunit 02/23/2026 | $5,000 | 0.0% | 500 | 0.0% | 0.00% | -50.0% | |
ALC | ALCON AG | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
ALL | ALLSTATE CORP | $4,000 | +33.3% | 29 | 0.0% | 0.00% | 0.0% | |
ARKG | ARK ETF TRgenomic rev etf | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
SNY | SANOFIsponsored adr | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
SKM | SK TELECOM LTDsponsored adr | $5,000 | +25.0% | 163 | 0.0% | 0.00% | 0.0% | |
THCB | TUSCAN HLDGS CORP | $0 | – | 26 | 0.0% | 0.00% | – | |
GEVO | GEVO INC | $0 | -100.0% | 57 | 0.0% | 0.00% | – | |
OCGN | Exit | OCUGEN INC | $0 | – | -30 | -100.0% | 0.00% | – |
GTX | New | GARRETT MOTION INC | $0 | – | 10 | +100.0% | 0.00% | – |
FVE | FIVE STAR SENIOR LIVING INC | $0 | – | 74 | 0.0% | 0.00% | – | |
FITB | FIFTH THIRD BANCORP | $0 | – | 1 | 0.0% | 0.00% | – | |
KEMQ | Exit | KRANESHARES TRemrng mkt cons | $0 | – | -14 | -100.0% | 0.00% | – |
VXRT | VAXART INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
LI | New | LI AUTO INCsponsored ads | $1,000 | – | 32 | +100.0% | 0.00% | – |
LYG | LLOYDS BANKING GROUP PLCsponsored adr | $1,000 | 0.0% | 225 | 0.0% | 0.00% | – | |
UUUU | ENERGY FUELS INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
L | LOEWS CORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
BATT | Exit | AMPLIFY ETF TRamplify lithium | $0 | – | -15 | -100.0% | 0.00% | – |
LULU | New | LULULEMON ATHLETICA INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
ADNT | Exit | ADIENT PLC | $0 | – | -14 | -100.0% | 0.00% | – |
DHI | D R HORTON INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
MPLN | MULTIPLAN CORPORATION | $0 | – | 10 | 0.0% | 0.00% | – | |
MPLNWS | MULTIPLAN CORPORATION*w exp 02/13/202 | $1,000 | – | 260 | 0.0% | 0.00% | – | |
NUE | NUCOR CORP | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
FBT | Exit | FIRST TR EXCHANGE-TRADED FDny arca biotech | $0 | – | -3 | -100.0% | 0.00% | – |
WEX | Exit | WEX INC | $0 | – | -1 | -100.0% | 0.00% | – |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 34 | 0.0% | 0.00% | – | |
PRN | Exit | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $0 | – | -4 | -100.0% | 0.00% | – |
WORK | Exit | SLACK TECHNOLOGIES INC | $0 | – | -20 | -100.0% | 0.00% | – |
PEY | Exit | INVESCO EXCHANGE TRADED FD Thig yld eq div | $0 | – | -24 | -100.0% | 0.00% | – |
OPEN | OPENDOOR TECHNOLOGIES INC | $0 | – | 20 | 0.0% | 0.00% | – | |
XPEV | New | XPENG INCads | $0 | – | 7 | +100.0% | 0.00% | – |
BOWX | New | BOWX ACQUISITION CORPcl a | $1,000 | – | 100 | +100.0% | 0.00% | – |
VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -52 | -100.0% | 0.00% | – |
WM | Exit | WASTE MGMT INC DEL | $0 | – | -2 | -100.0% | 0.00% | – |
PINS | PINTEREST INCcl a | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
PLUG | PLUG POWER INC | $0 | – | 4 | 0.0% | 0.00% | – | |
LUV | Buy | SOUTHWEST AIRLS CO | $1,000 | 0.0% | 25 | +4.2% | 0.00% | – |
BAMR | New | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $0 | – | 2 | +100.0% | 0.00% | – |
AHT | New | ASHFORD HOSPITALITY TR INC | $0 | – | 22 | +100.0% | 0.00% | – |
FLNT | Exit | FLUENT INC | $0 | – | -37 | -100.0% | 0.00% | – |
SNAP | SNAP INCcl a | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -2 | -100.0% | 0.00% | – |
RMO | Exit | ROMEO POWER INC | $0 | – | -34 | -100.0% | 0.00% | – |
SITC | SITE CTRS CORP | $1,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -16 | -100.0% | 0.00% | – |
RAD | RITE AID CORP | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
TMFC | New | RBB FD INCmotley fol etf | $0 | – | 7 | +100.0% | 0.00% | – |
MFMS | New | RBB FD INCmfam smlcp grwth | $1,000 | – | 14 | +100.0% | 0.00% | – |
REZI | RESIDEO TECHNOLOGIES INC | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
RVI | RETAIL VALUE INC | $0 | – | 5 | 0.0% | 0.00% | – | |
ASIX | ADVANSIX INC | $0 | – | 4 | 0.0% | 0.00% | – | |
SGMO | SANGAMO THERAPEUTICS INC | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
ARKQ | Sell | ARK ETF TRautnmus technlgy | $1,000 | -66.7% | 6 | -85.4% | 0.00% | -100.0% |
PRSP | Exit | PERSPECTA INC | $0 | – | -8 | -100.0% | 0.00% | – |
ESPO | Exit | VANECK VECTORS ETF TRvideo gaming | $0 | – | -5 | -100.0% | 0.00% | – |
INCO | Exit | COLUMBIA ETF TR IIindia consmr etf | $0 | – | -4 | -100.0% | 0.00% | – |
BETZ | Exit | LISTED FD TRroundhill sports | $0 | – | -15 | -100.0% | 0.00% | – |
GMED | Exit | GLOBUS MED INCcl a | $0 | – | -3 | -100.0% | 0.00% | – |
EWZ | Exit | ISHARES INCmsci brazil etf | $0 | – | -15 | -100.0% | 0.00% | – |
LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -40 | -100.0% | 0.00% | – |
CWENA | Exit | CLEARWAY ENERGY INCcl a | $0 | – | -5 | -100.0% | 0.00% | – |
SOXX | ISHARES TRishares semicdtr | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
X | New | UNITED STATES STL CORP NEW | $0 | – | 1 | +100.0% | 0.00% | – |
OIH | VANECK VECTORS ETF TRoil svcs etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
NVT | Exit | NVENT ELECTRIC PLC | $0 | – | -35 | -100.0% | 0.00% | – |
Exit | MICRO FOCUS INTL PLCspon adr new | $0 | – | -20 | -100.0% | 0.00% | – | |
HSTM | HEALTHSTREAM INC | $1,000 | – | 21 | 0.0% | 0.00% | – | |
USO | UNITED STS OIL FD LPunits | $0 | – | 6 | 0.0% | 0.00% | – | |
CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -1 | -100.0% | 0.00% | – |
ULTA | ULTA BEAUTY INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
TDC | Exit | TERADATA CORP DEL | $0 | – | -40 | -100.0% | -0.00% | – |
RBLX | Exit | ROBLOX CORPcl a | $0 | – | -40 | -100.0% | -0.00% | – |
HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -189 | -100.0% | -0.00% | – |
NCR | Exit | NCR CORP NEW | $0 | – | -40 | -100.0% | -0.00% | – |
SRNE | Exit | SORRENTO THERAPEUTICS INC | $0 | – | -200 | -100.0% | -0.00% | – |
PNR | Exit | PENTAIR PLC | $0 | – | -35 | -100.0% | -0.00% | – |
CCX | Exit | CHURCHILL CAP CORP IIcl a | $0 | – | -195 | -100.0% | -0.00% | – |
CCXWS | Exit | CHURCHILL CAP CORP II*w exp 07/02/202 | $0 | – | -1,950 | -100.0% | -0.00% | – |
IXC | Exit | ISHARES TRglobal energ etf | $0 | – | -245 | -100.0% | -0.00% | – |
ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -32 | -100.0% | -0.00% | – |
CRON | Exit | CRONOS GROUP INC | $0 | – | -598 | -100.0% | -0.00% | – |
IVOO | Exit | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $0 | – | -58 | -100.0% | -0.00% | – |
AMC | Exit | AMC ENTMT HLDGS INC | $0 | – | -1,175 | -100.0% | -0.00% | – |
LAZR | Exit | LUMINAR TECHNOLOGIES INC | $0 | – | -500 | -100.0% | -0.00% | – |
ARAY | Exit | ACCURAY INC | $0 | – | -4,000 | -100.0% | -0.01% | – |
STX | Exit | SEAGATE TECHNOLOGY PLC | $0 | – | -600 | -100.0% | -0.01% | – |
ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -176 | -100.0% | -0.02% | – |
ZEUS | Exit | OLYMPIC STEEL INC | $0 | – | -28,576 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-27
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.