$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 3.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,439,000 | +6.4% | 9,546 | 0.0% | 0.39% | -6.5% | |
V | VISA INC | $1,375,000 | +10.4% | 5,881 | 0.0% | 0.37% | -2.9% | |
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% | |
SO | SOUTHERN CO | $1,022,000 | -2.7% | 16,898 | 0.0% | 0.28% | -14.5% | |
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% | |
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% | |
MAA | MID-AMER APT CMNTYS INC | $724,000 | +16.6% | 4,300 | 0.0% | 0.20% | +2.6% | |
CSCO | CISCO SYS INC | $692,000 | +2.5% | 13,054 | 0.0% | 0.19% | -10.0% | |
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% | |
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% | |
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% | |
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% | |
ABBV | ABBVIE INC | $358,000 | +4.1% | 3,176 | 0.0% | 0.10% | -8.5% | |
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% | |
VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $344,000 | +4.9% | 6,684 | 0.0% | 0.09% | -6.9% | |
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% | |
DAL | DELTA AIR LINES INC DEL | $324,000 | -10.2% | 7,481 | 0.0% | 0.09% | -21.4% | |
EMB | ISHARES TRjpmorgan usd emg | $298,000 | +3.5% | 2,648 | 0.0% | 0.08% | -9.0% | |
AXP | AMERICAN EXPRESS CO | $293,000 | +17.2% | 1,771 | 0.0% | 0.08% | +3.9% | |
BA | BOEING CO | $268,000 | -6.0% | 1,117 | 0.0% | 0.07% | -17.0% | |
HON | HONEYWELL INTL INC | $254,000 | +1.2% | 1,158 | 0.0% | 0.07% | -11.5% | |
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% | |
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% | |
ORCL | ORACLE CORP | $199,000 | +11.2% | 2,553 | 0.0% | 0.05% | -1.8% | |
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% | |
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% | |
JETS | ETF SER SOLUTIONSus glb jets | $183,000 | -10.3% | 7,580 | 0.0% | 0.05% | -20.6% | |
MHK | MOHAWK INDS INC | $182,000 | 0.0% | 948 | 0.0% | 0.05% | -12.5% | |
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% | |
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% | |
PFE | PFIZER INC | $160,000 | +8.1% | 4,093 | 0.0% | 0.04% | -4.3% | |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $159,000 | +8.9% | 300 | 0.0% | 0.04% | -4.4% | |
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% | |
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% | |
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% | |
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% | |
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% | |
AMLP | ALPS ETF TRalerian mlp | $121,000 | +19.8% | 3,325 | 0.0% | 0.03% | +6.5% | |
RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $122,000 | +8.9% | 417 | 0.0% | 0.03% | -5.7% | |
AMAT | APPLIED MATLS INC | $115,000 | +6.5% | 805 | 0.0% | 0.03% | -6.1% | |
RF | REGIONS FINANCIAL CORP NEW | $107,000 | -1.8% | 5,291 | 0.0% | 0.03% | -14.7% | |
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% | |
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% | |
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% | |
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% | |
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% | |
IWD | ISHARES TRrus 1000 val etf | $91,000 | +4.6% | 571 | 0.0% | 0.02% | -7.4% | |
XMPT | VANECK VECTORS ETF TR | $87,000 | +4.8% | 2,900 | 0.0% | 0.02% | -7.7% | |
ADBE | ADOBE SYSTEMS INCORPORATED | $87,000 | +24.3% | 148 | 0.0% | 0.02% | +9.1% | |
SPGI | S&P GLOBAL INC | $85,000 | +16.4% | 207 | 0.0% | 0.02% | 0.0% | |
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% | |
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% | |
MAR | MARRIOTT INTL INC NEWcl a | $73,000 | -7.6% | 536 | 0.0% | 0.02% | -16.7% | |
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% | |
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% | |
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% | |
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% | |
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% | |
MS | MORGAN STANLEY | $62,000 | +17.0% | 680 | 0.0% | 0.02% | +6.2% | |
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% | |
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% | |
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% | |
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% | |
IJK | ISHARES TRs&p mc 400gr etf | $50,000 | +4.2% | 616 | 0.0% | 0.01% | -6.7% | |
BSMP | INVESCO EXCH TRD SLF IDX FD | $51,000 | 0.0% | 1,965 | 0.0% | 0.01% | -12.5% | |
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% | |
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% | |
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% | |
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% | |
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% | |
FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $45,000 | +9.8% | 700 | 0.0% | 0.01% | -7.7% | |
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% | |
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% | |
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% | |
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% | |
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% | |
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% | |
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% | |
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% | |
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% | |
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% | |
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% | |
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% | |
ENB | ENBRIDGE INC | $17,000 | +6.2% | 434 | 0.0% | 0.01% | 0.0% | |
SYK | STRYKER CORPORATION | $18,000 | +5.9% | 70 | 0.0% | 0.01% | 0.0% | |
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% | |
PRNT | ARK ETF TR3d printing etf | $19,000 | +5.6% | 470 | 0.0% | 0.01% | -16.7% | |
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% | |
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% | |
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% | |
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% | |
VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $16,000 | 0.0% | 172 | 0.0% | 0.00% | -20.0% | |
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% | |
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% | |
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% | |
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% | |
LOW | LOWES COS INC | $8,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
PLTR | PALANTIR TECHNOLOGIES INCcl a | $7,000 | +16.7% | 272 | 0.0% | 0.00% | 0.0% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $9,000 | +12.5% | 63 | 0.0% | 0.00% | 0.0% | |
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% | |
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% | |
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% | |
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% | |
MSI | MOTOROLA SOLUTIONS INC | $8,000 | +14.3% | 39 | 0.0% | 0.00% | 0.0% | |
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% | |
RY | ROYAL BK CDA | $4,000 | +33.3% | 35 | 0.0% | 0.00% | 0.0% | |
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% | |
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% | |
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% | |
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% | |
MBB | ISHARES TRmbs etf | $4,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
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% | |
FAST | FASTENAL CO | $5,000 | 0.0% | 105 | 0.0% | 0.00% | -50.0% | |
DVAX | DYNAVAX TECHNOLOGIES CORP | $3,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
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% | |
BDX | BECTON DICKINSON & CO | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
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% | – | |
FVE | FIVE STAR SENIOR LIVING INC | $0 | – | 74 | 0.0% | 0.00% | – | |
FITB | FIFTH THIRD BANCORP | $0 | – | 1 | 0.0% | 0.00% | – | |
VXRT | VAXART INC | $1,000 | 0.0% | 200 | 0.0% | 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% | – | |
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% | – | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 34 | 0.0% | 0.00% | – | |
OPEN | OPENDOOR TECHNOLOGIES INC | $0 | – | 20 | 0.0% | 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% | – | |
SNAP | SNAP INCcl a | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
SITC | SITE CTRS CORP | $1,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
RAD | RITE AID CORP | $1,000 | 0.0% | 42 | 0.0% | 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% | – | |
SOXX | ISHARES TRishares semicdtr | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
OIH | VANECK VECTORS ETF TRoil svcs etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
HSTM | HEALTHSTREAM INC | $1,000 | – | 21 | 0.0% | 0.00% | – | |
USO | UNITED STS OIL FD LPunits | $0 | – | 6 | 0.0% | 0.00% | – | |
ULTA | ULTA BEAUTY INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – |
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.