$368 Million is the total value of HHM Wealth Advisors, LLC's 645 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 18.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $72,524,000 | -0.5% | 976,880 | +1.3% | 19.72% | -0.6% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $46,640,000 | -5.5% | 449,066 | -5.1% | 12.68% | -5.5% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $40,438,000 | +2.8% | 273,064 | +1.3% | 10.99% | +2.7% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $27,322,000 | +1.5% | 356,402 | +3.6% | 7.43% | +1.4% |
| USMV | Buy | ISHARES TRmsci usa min vol | $17,363,000 | +0.4% | 236,227 | +0.5% | 4.72% | +0.3% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $10,003,000 | +1.9% | 98,277 | +1.9% | 2.72% | +1.8% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $9,679,000 | +10.2% | 96,693 | +14.7% | 2.63% | +10.2% |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $8,012,000 | +1.3% | 248,590 | +1.4% | 2.18% | +1.3% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $7,901,000 | +9.5% | 204,161 | +11.6% | 2.15% | +9.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,733,000 | +4.7% | 50,344 | +5.5% | 2.10% | +4.7% |
| AAPL | Buy | APPLE INC | $6,348,000 | +3.9% | 44,861 | +0.6% | 1.73% | +3.9% |
| JPUS | Sell | J P MORGAN EXCHANGE-TRADED Fjpmorgan diver | $4,008,000 | -5.5% | 41,687 | -4.9% | 1.09% | -5.5% |
| MSFT | Sell | MICROSOFT CORP | $3,516,000 | +2.3% | 12,470 | -1.7% | 0.96% | +2.2% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $3,498,000 | +9.2% | 68,489 | +9.7% | 0.95% | +9.2% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $3,427,000 | +13.0% | 104,393 | +14.5% | 0.93% | +13.0% |
| TFI | Buy | SPDR SER TRnuveen brc munic | $2,964,000 | +3.3% | 57,470 | +4.4% | 0.81% | +3.3% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $2,944,000 | -6.1% | 57,655 | -5.3% | 0.80% | -6.2% |
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $2,742,000 | -4.1% | 94,644 | 0.0% | 0.74% | -4.1% | |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,589,000 | -0.5% | 31,413 | -0.1% | 0.70% | -0.4% |
| FNDB | Sell | SCHWAB STRATEGIC TRschwab fdt us bm | $2,585,000 | -4.2% | 48,268 | -2.7% | 0.70% | -4.2% |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $2,462,000 | -5.2% | 46,728 | -2.2% | 0.67% | -5.2% |
| NSC | Buy | NORFOLK SOUTHN CORP | $2,245,000 | -9.8% | 9,382 | +0.1% | 0.61% | -9.9% |
| AMZN | Buy | AMAZON COM INC | $2,227,000 | -4.3% | 678 | +0.3% | 0.60% | -4.3% |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $1,892,000 | -1.1% | 25,826 | 0.0% | 0.51% | -1.2% | |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,398,000 | -0.1% | 28,791 | 0.0% | 0.38% | 0.0% | |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,330,000 | -7.6% | 8,876 | -7.0% | 0.36% | -7.4% |
| HCA | HCA HEALTHCARE INC | $1,324,000 | +17.5% | 5,454 | 0.0% | 0.36% | +17.6% | |
| V | VISA INC | $1,310,000 | -4.7% | 5,881 | 0.0% | 0.36% | -4.8% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,259,000 | +7.0% | 471 | -2.3% | 0.34% | +6.9% |
| PNFP | PINNACLE FINL PARTNERS INC | $1,179,000 | +6.5% | 12,534 | 0.0% | 0.32% | +6.6% | |
| HD | HOME DEPOT INC | $1,078,000 | +2.9% | 3,285 | 0.0% | 0.29% | +2.8% | |
| FRD | Sell | FRIEDMAN INDS INC | $1,053,000 | -13.9% | 88,430 | -3.1% | 0.29% | -14.1% |
| SO | SOUTHERN CO | $1,047,000 | +2.4% | 16,898 | 0.0% | 0.28% | +2.5% | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $962,000 | -0.3% | 21,064 | 0.0% | 0.26% | 0.0% | |
| BIV | VANGUARD BD INDEX FDSintermed term | $953,000 | -0.6% | 10,659 | 0.0% | 0.26% | -0.8% | |
| JPIN | Buy | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $946,000 | +14.9% | 15,687 | +19.0% | 0.26% | +14.7% |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $932,000 | -7.3% | 30,575 | 0.0% | 0.25% | -7.3% | |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $835,000 | -0.6% | 2,897 | 0.0% | 0.23% | -0.4% | |
| IVV | Buy | ISHARES TRcore s&p500 etf | $821,000 | +3.8% | 1,905 | +3.5% | 0.22% | +3.7% |
| SDY | SPDR SER TRs&p divid etf | $810,000 | -3.9% | 6,893 | 0.0% | 0.22% | -3.9% | |
| MAA | MID-AMER APT CMNTYS INC | $803,000 | +10.9% | 4,300 | 0.0% | 0.22% | +10.7% | |
| PG | PROCTER AND GAMBLE CO | $802,000 | +3.6% | 5,735 | 0.0% | 0.22% | +3.8% | |
| VRIG | INVESCO ACTIVELY MANAGED ETFvar rate invt | $777,000 | +0.1% | 30,930 | 0.0% | 0.21% | 0.0% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $774,000 | -1.8% | 2,835 | 0.0% | 0.21% | -1.9% | |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $767,000 | +130.3% | 15,116 | +130.4% | 0.21% | +129.7% |
| MRK | Sell | MERCK & CO INC | $732,000 | -4.3% | 9,751 | -0.9% | 0.20% | -4.3% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $733,000 | 0.0% | 7,048 | +0.0% | 0.20% | 0.0% |
| JPM | JPMORGAN CHASE & CO | $729,000 | +5.2% | 4,456 | 0.0% | 0.20% | +5.3% | |
| CSCO | CISCO SYS INC | $711,000 | +2.7% | 13,054 | 0.0% | 0.19% | +2.7% | |
| AGG | ISHARES TRcore us aggbd et | $705,000 | -0.4% | 6,141 | 0.0% | 0.19% | -0.5% | |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $703,000 | +1.2% | 12,947 | +1.7% | 0.19% | +1.1% |
| BAC | BK OF AMERICA CORP | $681,000 | +2.9% | 16,051 | 0.0% | 0.18% | +2.8% | |
| CAT | CATERPILLAR INC | $675,000 | -11.9% | 3,518 | 0.0% | 0.18% | -11.5% | |
| VOO | Sell | VANGUARD INDEX FDS | $669,000 | -15.3% | 1,696 | -15.5% | 0.18% | -15.3% |
| DIS | Buy | DISNEY WALT CO | $652,000 | -3.3% | 3,854 | +0.5% | 0.18% | -3.3% |
| DRW | Sell | WISDOMTREE TRglb ex us rl est | $647,000 | -6.4% | 25,933 | -0.6% | 0.18% | -6.4% |
| TM | TOYOTA MOTOR CORP | $644,000 | +1.7% | 3,621 | 0.0% | 0.18% | +1.7% | |
| JNJ | Sell | JOHNSON & JOHNSON | $634,000 | -3.1% | 3,924 | -1.2% | 0.17% | -3.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $612,000 | -1.1% | 2,325 | +1.0% | 0.17% | -1.2% |
| BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $595,000 | +36.5% | 27,634 | +36.7% | 0.16% | +36.1% |
| ILCG | Buy | ISHARES TRmorningstar grwt | $572,000 | +3.1% | 8,730 | +1.9% | 0.16% | +3.3% |
| New | GENERAL ELECTRIC CO | $550,000 | – | 5,343 | +100.0% | 0.15% | – | |
| UNP | UNION PAC CORP | $545,000 | -10.8% | 2,779 | 0.0% | 0.15% | -10.8% | |
| TWI | TITAN INTL INC ILL | $539,000 | -15.5% | 75,236 | 0.0% | 0.15% | -15.0% | |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $506,000 | -5.4% | 4,892 | -4.2% | 0.14% | -4.8% |
| UBER | UBER TECHNOLOGIES INC | $486,000 | -10.7% | 10,855 | 0.0% | 0.13% | -10.8% | |
| TTD | Sell | THE TRADE DESK INC | $481,000 | -9.9% | 6,835 | -0.9% | 0.13% | -9.7% |
| USHY | Sell | ISHARES TRbroad usd high | $461,000 | -28.5% | 11,098 | -28.2% | 0.12% | -28.6% |
| HYLB | Sell | DBX ETF TRxtrack usd high | $456,000 | -28.5% | 11,387 | -28.1% | 0.12% | -28.3% |
| NKE | NIKE INCcl b | $437,000 | -6.0% | 3,007 | 0.0% | 0.12% | -5.6% | |
| AMGN | Buy | AMGEN INC | $437,000 | +0.9% | 2,053 | +15.5% | 0.12% | +0.8% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $435,000 | -6.5% | 6,449 | -5.2% | 0.12% | -6.3% |
| GOOG | ALPHABET INCcap stk cl c | $426,000 | +6.2% | 160 | 0.0% | 0.12% | +6.4% | |
| ABBV | Buy | ABBVIE INC | $411,000 | +14.8% | 3,814 | +20.1% | 0.11% | +15.5% |
| INTC | Buy | INTEL CORP | $409,000 | -2.9% | 7,681 | +2.5% | 0.11% | -2.6% |
| LLY | Sell | LILLY ELI & CO | $403,000 | +0.2% | 1,745 | -0.4% | 0.11% | +0.9% |
| NFLX | NETFLIX INC | $397,000 | +15.7% | 650 | 0.0% | 0.11% | +16.1% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $396,000 | -0.3% | 1,781 | 0.0% | 0.11% | 0.0% | |
| KO | Sell | COCA COLA CO | $386,000 | -14.2% | 7,364 | -11.5% | 0.10% | -13.9% |
| DE | Buy | DEERE & CO | $364,000 | -2.9% | 1,087 | +2.4% | 0.10% | -2.9% |
| FTGC | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $362,000 | +2.0% | 15,000 | 0.0% | 0.10% | +1.0% | |
| TFC | TRUIST FINL CORP | $358,000 | +5.6% | 6,109 | 0.0% | 0.10% | +5.4% | |
| CVX | Sell | CHEVRON CORP NEW | $356,000 | -5.8% | 3,505 | -2.9% | 0.10% | -5.8% |
| XOM | Sell | EXXON MOBIL CORP | $356,000 | -9.0% | 6,050 | -2.4% | 0.10% | -8.5% |
| OKTA | Buy | OKTA INCcl a | $354,000 | -2.7% | 1,492 | +0.4% | 0.10% | -3.0% |
| MO | Buy | ALTRIA GROUP INC | $353,000 | +6.3% | 7,753 | +11.5% | 0.10% | +6.7% |
| TXN | TEXAS INSTRS INC | $352,000 | 0.0% | 1,833 | 0.0% | 0.10% | 0.0% | |
| COP | Buy | CONOCOPHILLIPS | $353,000 | +30.3% | 5,206 | +17.0% | 0.10% | +29.7% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $347,000 | +7.4% | 8,955 | +8.9% | 0.09% | +6.8% |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $344,000 | -0.3% | 15,868 | 0.0% | 0.09% | 0.0% | |
| MDT | Sell | MEDTRONIC PLC | $347,000 | -2.0% | 2,771 | -2.8% | 0.09% | -2.1% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $343,000 | -2.8% | 877 | -0.5% | 0.09% | -3.1% |
| VHT | VANGUARD WORLD FDShealth car etf | $337,000 | 0.0% | 1,365 | 0.0% | 0.09% | 0.0% | |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $333,000 | -3.2% | 6,600 | -1.3% | 0.09% | -3.2% |
| NVDA | Buy | NVIDIA CORPORATION | $306,000 | +3.0% | 1,475 | +297.6% | 0.08% | +2.5% |
| AXP | AMERICAN EXPRESS CO | $297,000 | +1.4% | 1,771 | 0.0% | 0.08% | +1.2% | |
| EMB | ISHARES TRjpmorgan usd emg | $291,000 | -2.3% | 2,648 | 0.0% | 0.08% | -2.5% | |
| FTNT | FORTINET INC | $292,000 | +22.7% | 1,000 | 0.0% | 0.08% | +21.5% | |
| DAL | Sell | DELTA AIR LINES INC DEL | $283,000 | -12.7% | 6,630 | -11.4% | 0.08% | -12.5% |
| T | Sell | AT&T INC | $280,000 | -7.0% | 10,354 | -1.0% | 0.08% | -7.3% |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $275,000 | 0.0% | 6,618 | 0.0% | 0.08% | 0.0% | |
| SQ | Buy | SQUARE INCcl a | $274,000 | -0.4% | 1,141 | +1.2% | 0.07% | -1.3% |
| CINF | Sell | CINCINNATI FINL CORP | $267,000 | -11.6% | 2,336 | -9.8% | 0.07% | -11.0% |
| AMT | AMERICAN TOWER CORP NEW | $268,000 | -1.5% | 1,009 | 0.0% | 0.07% | -1.4% | |
| VO | VANGUARD INDEX FDSmid cap etf | $264,000 | -0.4% | 1,115 | 0.0% | 0.07% | 0.0% | |
| CMCSA | COMCAST CORP NEWcl a | $256,000 | -1.9% | 4,581 | 0.0% | 0.07% | -1.4% | |
| PEP | Sell | PEPSICO INC | $253,000 | -3.4% | 1,683 | -4.8% | 0.07% | -2.8% |
| FHN | Buy | FIRST HORIZON CORPORATION | $253,000 | +15.5% | 15,545 | +22.7% | 0.07% | +15.0% |
| TMO | THERMO FISHER SCIENTIFIC INC | $250,000 | +13.6% | 437 | 0.0% | 0.07% | +13.3% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $248,000 | -11.1% | 4,595 | -7.8% | 0.07% | -11.8% |
| BA | BOEING CO | $246,000 | -8.2% | 1,117 | 0.0% | 0.07% | -8.2% | |
| PYPL | Buy | PAYPAL HLDGS INC | $245,000 | -9.9% | 941 | +0.9% | 0.07% | -9.5% |
| HON | Sell | HONEYWELL INTL INC | $245,000 | -3.5% | 1,152 | -0.5% | 0.07% | -2.9% |
| MA | MASTERCARD INCORPORATEDcl a | $242,000 | -4.7% | 696 | 0.0% | 0.07% | -4.3% | |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $230,000 | +243.3% | 4,804 | +244.4% | 0.06% | +250.0% |
| SHW | Buy | SHERWIN WILLIAMS CO | $231,000 | +11.6% | 824 | +8.6% | 0.06% | +12.5% |
| F | FORD MTR CO DEL | $223,000 | -4.7% | 15,766 | 0.0% | 0.06% | -4.7% | |
| CRM | Sell | SALESFORCE COM INC | $223,000 | +9.9% | 824 | -1.1% | 0.06% | +10.9% |
| OLN | Buy | OLIN CORP | $222,000 | +26.1% | 4,610 | +20.8% | 0.06% | +25.0% |
| GLD | New | SPDR GOLD TR | $222,000 | – | 1,352 | +100.0% | 0.06% | – |
| HUBS | Buy | HUBSPOT INC | $218,000 | +17.8% | 322 | +1.6% | 0.06% | +18.0% |
| TWLO | TWILIO INCcl a | $208,000 | -19.1% | 652 | 0.0% | 0.06% | -18.6% | |
| CVS | CVS HEALTH CORP | $205,000 | +2.0% | 2,411 | 0.0% | 0.06% | +1.8% | |
| TSCO | Buy | TRACTOR SUPPLY CO | $202,000 | +11.0% | 999 | +2.0% | 0.06% | +12.2% |
| SHOP | Sell | SHOPIFY INCcl a | $203,000 | -32.6% | 150 | -27.2% | 0.06% | -32.9% |
| SPY | SPDR S&P 500 ETF TRtr unit | $200,000 | +0.5% | 466 | 0.0% | 0.05% | 0.0% | |
| WMT | WALMART INC | $194,000 | -1.0% | 1,393 | 0.0% | 0.05% | 0.0% | |
| OZK | BANK OZK | $194,000 | +1.6% | 4,520 | 0.0% | 0.05% | +1.9% | |
| CRY | CRYOLIFE INC | $193,000 | -21.5% | 8,665 | 0.0% | 0.05% | -22.4% | |
| VDE | VANGUARD WORLD FDSenergy etf | $190,000 | -2.6% | 2,569 | 0.0% | 0.05% | -1.9% | |
| MU | MICRON TECHNOLOGY INC | $192,000 | -16.2% | 2,700 | 0.0% | 0.05% | -16.1% | |
| TIP | ISHARES TRtips bd etf | $186,000 | -0.5% | 1,458 | 0.0% | 0.05% | 0.0% | |
| TSLA | Sell | TESLA INC | $185,000 | -29.9% | 238 | -38.7% | 0.05% | -30.6% |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $185,000 | – | 2,000 | +100.0% | 0.05% | – |
| JETS | ETF SER SOLUTIONSus glb jets | $179,000 | -2.2% | 7,580 | 0.0% | 0.05% | -2.0% | |
| SBUX | Buy | STARBUCKS CORP | $176,000 | +1.1% | 1,591 | +2.1% | 0.05% | +2.1% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $177,000 | -11.5% | 2,059 | -12.2% | 0.05% | -11.1% |
| ILCB | Sell | ISHARES TRmorningstr us eq | $176,000 | -2.2% | 2,895 | -2.2% | 0.05% | -2.0% |
| PFE | Sell | PFIZER INC | $176,000 | +10.0% | 4,086 | -0.2% | 0.05% | +9.1% |
| FB | Sell | FACEBOOK INCcl a | $176,000 | -3.8% | 519 | -1.1% | 0.05% | -4.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $173,000 | -6.5% | 3,456 | +1.7% | 0.05% | -6.0% |
| ABT | Sell | ABBOTT LABS | $168,000 | -9.2% | 1,424 | -10.9% | 0.05% | -8.0% |
| MHK | MOHAWK INDS INC | $168,000 | -7.7% | 948 | 0.0% | 0.05% | -6.1% | |
| STWD | STARWOOD PPTY TR INC | $168,000 | -6.7% | 6,895 | 0.0% | 0.05% | -6.1% | |
| FEX | FIRST TR LRGE CP CORE ALPHA | $171,000 | -0.6% | 2,000 | 0.0% | 0.05% | -2.1% | |
| COST | COSTCO WHSL CORP NEW | $167,000 | +13.6% | 372 | 0.0% | 0.04% | +12.5% | |
| RBNC | RELIANT BANCORP INC | $166,000 | +14.5% | 5,245 | 0.0% | 0.04% | +15.4% | |
| SLV | ISHARES SILVER TRishares | $164,000 | -15.5% | 8,000 | 0.0% | 0.04% | -15.1% | |
| DUK | DUKE ENERGY CORP NEW | $167,000 | -1.2% | 1,713 | 0.0% | 0.04% | -2.2% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $165,000 | -12.2% | 906 | 0.0% | 0.04% | -11.8% | |
| IJR | Buy | ISHARES TRcore s&p scp etf | $167,000 | +3.1% | 1,526 | +6.3% | 0.04% | +2.3% |
| IJS | ISHARES TRsp smcp600vl etf | $167,000 | -4.6% | 1,660 | 0.0% | 0.04% | -6.2% | |
| ROKU | Sell | ROKU INC | $162,000 | -39.8% | 516 | -11.9% | 0.04% | -39.7% |
| BX | BLACKSTONE INC | $163,000 | +19.9% | 1,400 | 0.0% | 0.04% | +18.9% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $157,000 | +1.9% | 1,316 | 0.0% | 0.04% | +2.4% | |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $159,000 | +48.6% | 7,451 | +40.8% | 0.04% | +48.3% |
| BLK | Sell | BLACKROCK INC | $160,000 | -14.0% | 191 | -10.3% | 0.04% | -15.7% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $159,000 | -23.2% | 2,059 | -5.3% | 0.04% | -23.2% |
| FDX | Sell | FEDEX CORP | $155,000 | -34.9% | 705 | -11.7% | 0.04% | -35.4% |
| PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $153,000 | -1.3% | 5,700 | 0.0% | 0.04% | 0.0% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $155,000 | -2.5% | 300 | 0.0% | 0.04% | -2.3% | |
| DHR | DANAHER CORPORATION | $154,000 | +13.2% | 507 | 0.0% | 0.04% | +13.5% | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $155,000 | -0.6% | 7,015 | 0.0% | 0.04% | 0.0% | |
| MASI | MASIMO CORP | $150,000 | +11.9% | 554 | 0.0% | 0.04% | +13.9% | |
| QCOM | QUALCOMM INC | $149,000 | -9.7% | 1,153 | 0.0% | 0.04% | -8.9% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $150,000 | -11.8% | 2,535 | -0.2% | 0.04% | -10.9% |
| IYW | Sell | ISHARES TRu.s. tech etf | $150,000 | -19.4% | 1,477 | -21.1% | 0.04% | -19.6% |
| SPSB | SPDR SER TRportfolio short | $147,000 | 0.0% | 4,690 | 0.0% | 0.04% | 0.0% | |
| PFF | ISHARES TRpfd and incm sec | $142,000 | -1.4% | 3,670 | 0.0% | 0.04% | 0.0% | |
| ICSH | ISHARES TRblackrock ultra | $142,000 | 0.0% | 2,805 | 0.0% | 0.04% | 0.0% | |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $141,000 | -2.1% | 702 | -2.1% | 0.04% | -2.6% |
| GDV | GABELLI DIVID & INCOME TR | $139,000 | -2.1% | 5,400 | 0.0% | 0.04% | -2.6% | |
| CBRL | CRACKER BARREL OLD CTRY STOR | $137,000 | -5.5% | 980 | 0.0% | 0.04% | -5.1% | |
| MCD | Sell | MCDONALDS CORP | $136,000 | -2.2% | 565 | -5.8% | 0.04% | -2.6% |
| CYH | Sell | COMMUNITY HEALTH SYS INC NEW | $137,000 | -64.9% | 11,750 | -53.5% | 0.04% | -65.1% |
| ALL | Buy | ALLSTATE CORP | $134,000 | +3250.0% | 1,056 | +3541.4% | 0.04% | +3500.0% |
| ORCL | Sell | ORACLE CORP | $132,000 | -33.7% | 1,517 | -40.6% | 0.04% | -33.3% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $129,000 | +9.3% | 452 | -3.0% | 0.04% | +9.4% |
| DOCU | DOCUSIGN INC | $127,000 | -8.0% | 494 | 0.0% | 0.04% | -7.9% | |
| EFA | ISHARES TRmsci eafe etf | $130,000 | -1.5% | 1,670 | 0.0% | 0.04% | -2.8% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $125,000 | -3.8% | 1,092 | 0.0% | 0.03% | -2.9% | |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $124,000 | +1.6% | 417 | 0.0% | 0.03% | +3.0% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $124,000 | -13.9% | 358 | -5.8% | 0.03% | -12.8% |
| OEF | ISHARES TRs&p 100 etf | $125,000 | +0.8% | 632 | 0.0% | 0.03% | 0.0% | |
| CGNX | COGNEX CORP | $122,000 | -4.7% | 1,518 | 0.0% | 0.03% | -5.7% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $116,000 | -5.7% | 838 | 0.0% | 0.03% | -3.0% | |
| NVO | NOVO-NORDISK A Sadr | $119,000 | +14.4% | 1,240 | 0.0% | 0.03% | +14.3% | |
| BOE | BLACKROCK ENHANCED GLOBAL DI | $117,000 | -7.1% | 10,000 | 0.0% | 0.03% | -5.9% | |
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $115,000 | -29.9% | 5,450 | -30.1% | 0.03% | -31.1% |
| NEE | Buy | NEXTERA ENERGY INC | $113,000 | +14.1% | 1,440 | +6.2% | 0.03% | +14.8% |
| AMLP | ALPS ETF TRalerian mlp | $111,000 | -8.3% | 3,325 | 0.0% | 0.03% | -9.1% | |
| PSX | PHILLIPS 66 | $112,000 | -18.8% | 1,605 | 0.0% | 0.03% | -21.1% | |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $110,000 | +3.8% | 1,116 | +4.2% | 0.03% | +3.4% |
| BGY | Buy | BLACKROCK ENHANCED INTL DIV | $111,000 | +20.7% | 18,000 | +28.6% | 0.03% | +20.0% |
| RYF | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $110,000 | +1.9% | 1,800 | 0.0% | 0.03% | +3.4% | |
| AMP | AMERIPRISE FINL INC | $110,000 | +5.8% | 418 | 0.0% | 0.03% | +7.1% | |
| RYE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $106,000 | -0.9% | 2,353 | +0.0% | 0.03% | 0.0% |
| GILD | Sell | GILEAD SCIENCES INC | $106,000 | 0.0% | 1,524 | -1.1% | 0.03% | 0.0% |
| DGRO | Buy | ISHARES TRcore div grwth | $105,000 | +11.7% | 2,086 | +11.7% | 0.03% | +11.5% |
| BTT | New | BLACKROCK MUN TARGET TERM TR | $102,000 | – | 4,000 | +100.0% | 0.03% | – |
| AMAT | Sell | APPLIED MATLS INC | $102,000 | -11.3% | 794 | -1.4% | 0.03% | -9.7% |
| RVT | Buy | ROYCE VALUE TR INC | $104,000 | -2.8% | 5,754 | +1.8% | 0.03% | -3.4% |
| UBS | UBS GROUP AG | $104,000 | +4.0% | 6,500 | 0.0% | 0.03% | +3.7% | |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $103,000 | -3.7% | 1,197 | -3.9% | 0.03% | -3.4% |
| HYD | VANECK ETF TRUSThigh yld munietf | $100,000 | -2.0% | 1,600 | 0.0% | 0.03% | -3.6% | |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $101,000 | +2.0% | 1,370 | +0.1% | 0.03% | 0.0% |
| EPD | ENTERPRISE PRODS PARTNERS L | $98,000 | -10.9% | 4,550 | 0.0% | 0.03% | -10.0% | |
| UNM | Sell | UNUM GROUP | $98,000 | -24.6% | 3,894 | -15.2% | 0.03% | -22.9% |
| ADP | AUTOMATIC DATA PROCESSING IN | $94,000 | +1.1% | 469 | 0.0% | 0.03% | +4.0% | |
| FDRR | Buy | FIDELITY COVINGTON TRUSTdivid etf risi | $96,000 | +28.0% | 2,326 | +31.6% | 0.03% | +30.0% |
| HNDL | STRATEGY SHSns 7handl idx | $97,000 | -3.0% | 3,900 | 0.0% | 0.03% | -3.7% | |
| EMR | EMERSON ELEC CO | $96,000 | -2.0% | 1,014 | 0.0% | 0.03% | -3.7% | |
| NXR | NUVEEN SELECT TAX FREE INCOMsh ben int | $94,000 | -7.8% | 5,450 | 0.0% | 0.03% | -7.1% | |
| NVS | NOVARTIS AGsponsored adr | $94,000 | -10.5% | 1,147 | 0.0% | 0.03% | -10.3% | |
| LQD | ISHARES TRiboxx inv cp etf | $93,000 | -1.1% | 700 | 0.0% | 0.02% | -3.8% | |
| PM | PHILIP MORRIS INTL INC | $93,000 | -5.1% | 984 | 0.0% | 0.02% | -7.4% | |
| NXP | NUVEEN SELECT TAX-FREE INCOMsh ben int | $92,000 | -5.2% | 5,300 | 0.0% | 0.02% | -3.8% | |
| YUM | YUM BRANDS INC | $88,000 | +6.0% | 721 | 0.0% | 0.02% | +4.3% | |
| SPGI | S&P GLOBAL INC | $88,000 | +3.5% | 207 | 0.0% | 0.02% | +4.3% | |
| VLO | VALERO ENERGY CORP | $87,000 | -9.4% | 1,235 | 0.0% | 0.02% | -7.7% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $90,000 | -3.2% | 412 | 0.0% | 0.02% | -4.0% | |
| MTCH | MATCH GROUP INC NEW | $87,000 | -2.2% | 554 | 0.0% | 0.02% | 0.0% | |
| TREX | TREX CO INC | $89,000 | 0.0% | 870 | 0.0% | 0.02% | 0.0% | |
| IWD | ISHARES TRrus 1000 val etf | $89,000 | -2.2% | 571 | 0.0% | 0.02% | -4.0% | |
| REGN | Buy | REGENERON PHARMACEUTICALS | $88,000 | +700.0% | 145 | +625.0% | 0.02% | +700.0% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $85,000 | -2.3% | 148 | 0.0% | 0.02% | -4.2% | |
| XMPT | VANECK ETF TRUST | $85,000 | -2.3% | 2,900 | 0.0% | 0.02% | -4.2% | |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $83,000 | -6.7% | 2,343 | +3.3% | 0.02% | -4.2% |
| TRV | Sell | TRAVELERS COMPANIES INC | $80,000 | -18.4% | 528 | -19.1% | 0.02% | -18.5% |
| D | DOMINION ENERGY INC | $82,000 | 0.0% | 1,120 | 0.0% | 0.02% | 0.0% | |
| CVLG | COVENANT LOGISTICS GROUP INCcl a | $82,000 | +34.4% | 2,950 | 0.0% | 0.02% | +29.4% | |
| WMB | WILLIAMS COS INC | $81,000 | -2.4% | 3,130 | 0.0% | 0.02% | -4.3% | |
| RHS | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $80,000 | -4.8% | 520 | 0.0% | 0.02% | -4.3% | |
| CSX | CSX CORP | $80,000 | -7.0% | 2,679 | 0.0% | 0.02% | -4.3% | |
| BKNG | BOOKING HOLDINGS INC | $81,000 | +9.5% | 34 | 0.0% | 0.02% | +10.0% | |
| MWA | MUELLER WTR PRODS INC | $78,000 | +5.4% | 5,122 | 0.0% | 0.02% | +5.0% | |
| RMBS | RAMBUS INC DEL | $78,000 | -6.0% | 3,500 | 0.0% | 0.02% | -8.7% | |
| MRNA | Sell | MODERNA INC | $77,000 | +45.3% | 200 | -11.1% | 0.02% | +50.0% |
| BSMN | INVESCO EXCH TRD SLF IDX FD | $76,000 | 0.0% | 2,965 | 0.0% | 0.02% | 0.0% | |
| BSMM | INVESCO EXCH TRD SLF IDX FD | $76,000 | 0.0% | 2,975 | 0.0% | 0.02% | 0.0% | |
| IGSB | Buy | ISHARES TR | $77,000 | +1.3% | 1,406 | +2.0% | 0.02% | 0.0% |
| PRU | PRUDENTIAL FINL INC | $78,000 | +2.6% | 740 | 0.0% | 0.02% | 0.0% | |
| New | BATH & BODY WORKS INC | $77,000 | – | 1,226 | +100.0% | 0.02% | – | |
| BCSF | BAIN CAP SPECIALTY FIN INC | $77,000 | -2.5% | 5,169 | 0.0% | 0.02% | 0.0% | |
| CSM | PROSHARES TRlarge cap cre | $79,000 | +1.3% | 785 | 0.0% | 0.02% | 0.0% | |
| DSX | DIANA SHIPPING INC | $73,000 | +9.0% | 12,810 | 0.0% | 0.02% | +11.1% | |
| TDG | TRANSDIGM GROUP INC | $73,000 | -2.7% | 117 | 0.0% | 0.02% | 0.0% | |
| WELL | WELLTOWER INC | $74,000 | -1.3% | 900 | 0.0% | 0.02% | 0.0% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $73,000 | 0.0% | 1,475 | 0.0% | 0.02% | 0.0% | |
| UA | UNDER ARMOUR INCcl c | $69,000 | -5.5% | 3,914 | 0.0% | 0.02% | -5.0% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $71,000 | -4.1% | 1,145 | +4.2% | 0.02% | -5.0% |
| New | LUCID GROUP INC | $71,000 | – | 2,800 | +100.0% | 0.02% | – | |
| LIN | LINDE PLC | $71,000 | +1.4% | 241 | 0.0% | 0.02% | 0.0% | |
| CL | COLGATE PALMOLIVE CO | $69,000 | -6.8% | 910 | 0.0% | 0.02% | -5.0% | |
| CB | CHUBB LIMITED | $69,000 | +7.8% | 400 | 0.0% | 0.02% | +11.8% | |
| STN | STANTEC INC | $67,000 | +6.3% | 1,421 | 0.0% | 0.02% | +5.9% | |
| NOW | SERVICENOW INC | $68,000 | +13.3% | 110 | 0.0% | 0.02% | +12.5% | |
| AMD | ADVANCED MICRO DEVICES INC | $67,000 | +8.1% | 655 | 0.0% | 0.02% | +5.9% | |
| NVCR | NOVOCURE LTD | $65,000 | -47.6% | 558 | 0.0% | 0.02% | -47.1% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $68,000 | -1.4% | 276 | 0.0% | 0.02% | -5.3% | |
| DOW | DOW INC | $65,000 | -8.5% | 1,127 | 0.0% | 0.02% | -5.3% | |
| MS | MORGAN STANLEY | $66,000 | +6.5% | 680 | 0.0% | 0.02% | +5.9% | |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $66,000 | +10.0% | 392 | +0.3% | 0.02% | +12.5% |
| GM | Buy | GENERAL MTRS CO | $68,000 | -2.9% | 1,286 | +8.4% | 0.02% | -5.3% |
| WDAY | Sell | WORKDAY INCcl a | $68,000 | -6.8% | 271 | -11.4% | 0.02% | -10.0% |
| UL | UNILEVER PLCspon adr new | $64,000 | -7.2% | 1,182 | 0.0% | 0.02% | -10.5% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $62,000 | +17.0% | 34 | 0.0% | 0.02% | +21.4% | |
| IWB | ISHARES TRrus 1000 etf | $62,000 | 0.0% | 258 | 0.0% | 0.02% | 0.0% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $64,000 | +3.2% | 861 | +4.5% | 0.02% | 0.0% |
| TRGP | TARGA RES CORP | $64,000 | +10.3% | 1,300 | 0.0% | 0.02% | +6.2% | |
| NXQ | NUVEEN SELECT TAX FREE INCOMsh ben int | $58,000 | -4.9% | 3,700 | 0.0% | 0.02% | -5.9% | |
| IGRO | Sell | ISHARES TRintl div grwth | $58,000 | -4.9% | 896 | -1.1% | 0.02% | -5.9% |
| SFIX | STITCH FIX INC | $58,000 | -34.1% | 1,452 | 0.0% | 0.02% | -33.3% | |
| CBSH | COMMERCE BANCSHARES INC | $59,000 | -6.3% | 848 | 0.0% | 0.02% | -5.9% | |
| AFIN | AMERICAN FIN TR INC | $59,000 | -4.8% | 7,314 | 0.0% | 0.02% | -5.9% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $58,000 | -6.5% | 390 | +42.3% | 0.02% | -5.9% |
| DIVO | New | AMPLIFY ETF TRcwp enhanced div | $59,000 | – | 1,676 | +100.0% | 0.02% | – |
| EMLC | VANECK ETF TRUSTjp mrgan em loc | $60,000 | -4.8% | 2,000 | 0.0% | 0.02% | -5.9% | |
| IDXX | IDEXX LABS INC | $57,000 | 0.0% | 91 | 0.0% | 0.02% | 0.0% | |
| JMOM | J P MORGAN EXCHANGE-TRADED Fus momentum | $57,000 | 0.0% | 1,301 | 0.0% | 0.02% | 0.0% | |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $56,000 | -5.1% | 635 | -5.6% | 0.02% | -6.2% |
| TJX | TJX COS INC NEW | $57,000 | -3.4% | 871 | 0.0% | 0.02% | -6.2% | |
| NIM | NUVEEN SELECT MAT MUN FDsh ben int | $54,000 | -1.8% | 5,000 | 0.0% | 0.02% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC | $57,000 | 0.0% | 289 | 0.0% | 0.02% | 0.0% | |
| NRG | NRG ENERGY INC | $57,000 | +1.8% | 1,400 | 0.0% | 0.02% | 0.0% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $55,000 | -3.5% | 233 | 0.0% | 0.02% | 0.0% | |
| EMN | EASTMAN CHEM CO | $55,000 | -14.1% | 550 | 0.0% | 0.02% | -11.8% | |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $54,000 | 0.0% | 2,440 | 0.0% | 0.02% | 0.0% | |
| AEE | AMEREN CORP | $52,000 | +2.0% | 639 | 0.0% | 0.01% | 0.0% | |
| BOND | PIMCO ETF TRactive bd etf | $52,000 | 0.0% | 470 | 0.0% | 0.01% | 0.0% | |
| BSMO | INVESCO EXCH TRD SLF IDX FD | $51,000 | 0.0% | 1,970 | 0.0% | 0.01% | 0.0% | |
| BSMP | INVESCO EXCH TRD SLF IDX FD | $51,000 | 0.0% | 1,965 | 0.0% | 0.01% | 0.0% | |
| MET | METLIFE INC | $50,000 | +2.0% | 813 | 0.0% | 0.01% | +7.7% | |
| ARCC | ARES CAPITAL CORP | $52,000 | +4.0% | 2,576 | 0.0% | 0.01% | 0.0% | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $50,000 | -5.7% | 600 | 0.0% | 0.01% | 0.0% | |
| BP | Sell | BP PLCsponsored adr | $51,000 | -21.5% | 1,863 | -24.4% | 0.01% | -22.2% |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover | $53,000 | – | 2,388 | +100.0% | 0.01% | – |
| New | VICTORIAS SECRET AND CO | $50,000 | – | 896 | +100.0% | 0.01% | – | |
| IDNA | ISHARES TRgenomics immun | $51,000 | -1.9% | 1,005 | 0.0% | 0.01% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $53,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% | |
| CI | Buy | CIGNA CORP NEW | $49,000 | +104.2% | 247 | +144.6% | 0.01% | +85.7% |
| SNV | New | SYNOVUS FINL CORP | $49,000 | – | 1,125 | +100.0% | 0.01% | – |
| IJK | ISHARES TRs&p mc 400gr etf | $49,000 | -2.0% | 616 | 0.0% | 0.01% | -7.1% | |
| IYH | ISHARES TRus hlthcare etf | $49,000 | 0.0% | 178 | 0.0% | 0.01% | 0.0% | |
| ILMN | Buy | ILLUMINA INC | $47,000 | -6.0% | 117 | +10.4% | 0.01% | -7.1% |
| IVE | ISHARES TRs&p 500 val etf | $47,000 | -2.1% | 324 | 0.0% | 0.01% | 0.0% | |
| MAIN | MAIN STR CAP CORP | $45,000 | 0.0% | 1,085 | 0.0% | 0.01% | 0.0% | |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $45,000 | 0.0% | 700 | 0.0% | 0.01% | 0.0% | |
| NFG | NATIONAL FUEL GAS CO | $45,000 | 0.0% | 855 | 0.0% | 0.01% | 0.0% | |
| DLR | Sell | DIGITAL RLTY TR INC | $44,000 | -8.3% | 307 | -3.2% | 0.01% | -7.7% |
| DKNG | Buy | DRAFTKINGS INC | $44,000 | -2.2% | 904 | +5.9% | 0.01% | 0.0% |
| MDLZ | MONDELEZ INTL INCcl a | $44,000 | -8.3% | 764 | 0.0% | 0.01% | -7.7% | |
| COUP | Sell | COUPA SOFTWARE INC | $44,000 | -22.8% | 200 | -8.3% | 0.01% | -20.0% |
| GOOD | GLADSTONE COMMERCIAL CORP | $44,000 | -6.4% | 2,076 | 0.0% | 0.01% | -7.7% | |
| NIO | NIO INCspon ads | $41,000 | -32.8% | 1,153 | 0.0% | 0.01% | -35.3% | |
| EWU | ISHARES TRmsci uk etf new | $42,000 | -2.3% | 1,300 | 0.0% | 0.01% | -8.3% | |
| WPC | WP CAREY INC | $40,000 | -2.4% | 545 | 0.0% | 0.01% | 0.0% | |
| LTC | LTC PPTYS INC | $40,000 | -16.7% | 1,248 | 0.0% | 0.01% | -15.4% | |
| AY | ATLANTICA SUSTAINABLE INFR P | $41,000 | -8.9% | 1,200 | 0.0% | 0.01% | -8.3% | |
| DRSK | New | ETF SER SOLUTIONSaptus defined | $40,000 | – | 1,400 | +100.0% | 0.01% | – |
| MELI | MERCADOLIBRE INC | $42,000 | +7.7% | 25 | 0.0% | 0.01% | 0.0% | |
| UAA | UNDER ARMOUR INCcl a | $40,000 | -4.8% | 2,000 | 0.0% | 0.01% | 0.0% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $42,000 | -4.5% | 1,109 | 0.0% | 0.01% | -8.3% | |
| SMBK | Sell | SMARTFINANCIAL INC | $40,000 | -32.2% | 1,539 | -37.2% | 0.01% | -31.2% |
| IDV | ISHARES TRintl sel div etf | $40,000 | -4.8% | 1,300 | 0.0% | 0.01% | 0.0% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $42,000 | 0.0% | 2,773 | 0.0% | 0.01% | 0.0% | |
| SNA | SNAP ON INC | $42,000 | -6.7% | 200 | 0.0% | 0.01% | -8.3% | |
| SWAN | New | AMPLIFY ETF TRblackswan grwt | $42,000 | – | 1,223 | +100.0% | 0.01% | – |
| XLE | SELECT SECTOR SPDR TRenergy | $41,000 | -4.7% | 790 | 0.0% | 0.01% | -8.3% | |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $38,000 | -13.6% | 393 | -9.2% | 0.01% | -16.7% |
| IP | Buy | INTERNATIONAL PAPER CO | $38,000 | +35.7% | 684 | +50.3% | 0.01% | +25.0% |
| SIVB | SVB FINANCIAL GROUP | $38,000 | +18.8% | 58 | 0.0% | 0.01% | +11.1% | |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $37,000 | +12.1% | 435 | +11.8% | 0.01% | +11.1% |
| ETN | EATON CORP PLC | $38,000 | 0.0% | 256 | 0.0% | 0.01% | 0.0% | |
| HSBC | HSBC HLDGS PLCspon adr new | $37,000 | -7.5% | 1,400 | 0.0% | 0.01% | -9.1% | |
| ZNGA | Buy | ZYNGA INCcl a | $37,000 | -22.9% | 4,920 | +10.1% | 0.01% | -23.1% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $36,000 | -18.2% | 139 | +21.9% | 0.01% | -16.7% |
| RDFN | REDFIN CORP | $35,000 | -20.5% | 700 | 0.0% | 0.01% | -16.7% | |
| IDEV | Sell | ISHARES TRcore msci intl | $36,000 | -39.0% | 538 | -38.9% | 0.01% | -37.5% |
| CME | CME GROUP INC | $35,000 | -10.3% | 181 | 0.0% | 0.01% | -9.1% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $35,000 | 0.0% | 3,560 | 0.0% | 0.01% | 0.0% | |
| TU | TELUS CORPORATION | $35,000 | -2.8% | 1,600 | 0.0% | 0.01% | 0.0% | |
| WFC | Sell | WELLS FARGO CO NEW | $32,000 | -30.4% | 694 | -32.4% | 0.01% | -30.8% |
| GL | GLOBE LIFE INC | $33,000 | -8.3% | 375 | 0.0% | 0.01% | -10.0% | |
| STOR | STORE CAP CORP | $32,000 | -8.6% | 1,000 | 0.0% | 0.01% | -10.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC | $33,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| CMI | CUMMINS INC | $34,000 | -8.1% | 150 | 0.0% | 0.01% | -10.0% | |
| VGR | Buy | VECTOR GROUP LTD | $33,000 | +3.1% | 2,600 | +15.6% | 0.01% | 0.0% |
| SHY | ISHARES TR1 3 yr treas bd | $34,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| MGC | VANGUARD WORLD FDmega cap index | $32,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $33,000 | -5.7% | 170 | 0.0% | 0.01% | -10.0% | |
| VTV | VANGUARD INDEX FDSvalue etf | $34,000 | 0.0% | 248 | 0.0% | 0.01% | 0.0% | |
| CNI | CANADIAN NATL RY CO | $34,000 | +9.7% | 290 | 0.0% | 0.01% | +12.5% | |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $34,000 | -53.4% | 230 | -57.1% | 0.01% | -55.0% |
| AVGO | BROADCOM INC | $32,000 | +3.2% | 65 | 0.0% | 0.01% | +12.5% | |
| MUB | Buy | ISHARES TRnational mun etf | $31,000 | +29.2% | 266 | +31.7% | 0.01% | +14.3% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $30,000 | +87.5% | 579 | +72.3% | 0.01% | +100.0% |
| CSTR | CAPSTAR FINL HLDGS INC | $30,000 | +3.4% | 1,432 | 0.0% | 0.01% | 0.0% | |
| C | CITIGROUP INC | $29,000 | 0.0% | 408 | 0.0% | 0.01% | 0.0% | |
| COF | CAPITAL ONE FINL CORP | $28,000 | +3.7% | 175 | 0.0% | 0.01% | +14.3% | |
| KOMP | Buy | SPDR SER TRs&p kensho new | $28,000 | +115.4% | 460 | +135.9% | 0.01% | +100.0% |
| NEM | NEWMONT CORP | $29,000 | -14.7% | 530 | 0.0% | 0.01% | -11.1% | |
| ETY | EATON VANCE TAX-MANAGED DIVE | $28,000 | 0.0% | 2,000 | 0.0% | 0.01% | 0.0% | |
| DVY | ISHARES TRselect divid etf | $28,000 | -3.4% | 246 | 0.0% | 0.01% | 0.0% | |
| TTM | TATA MTRS LTDsponsored adr | $30,000 | -3.2% | 1,355 | 0.0% | 0.01% | 0.0% | |
| OGN | Sell | ORGANON & CO | $28,000 | +7.7% | 852 | -0.9% | 0.01% | +14.3% |
| DGX | QUEST DIAGNOSTICS INC | $29,000 | +11.5% | 200 | 0.0% | 0.01% | +14.3% | |
| O | REALTY INCOME CORP | $29,000 | -3.3% | 450 | 0.0% | 0.01% | 0.0% | |
| MUA | BLACKROCK MUNIASSETS FD INC | $30,000 | -11.8% | 2,000 | 0.0% | 0.01% | -11.1% | |
| STLA | STELLANTIS N.V | $29,000 | -3.3% | 1,500 | 0.0% | 0.01% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC | $28,000 | +3.7% | 188 | 0.0% | 0.01% | +14.3% | |
| PFFD | GLOBAL X FDSus pfd etf | $26,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| IHE | ISHARES TRu.s. pharma etf | $27,000 | -3.6% | 150 | 0.0% | 0.01% | -12.5% | |
| TWTR | TWITTER INC | $24,000 | -11.1% | 399 | 0.0% | 0.01% | 0.0% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $24,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% | |
| KRA | KRATON CORP | $27,000 | +42.1% | 600 | 0.0% | 0.01% | +40.0% | |
| MMM | 3M CO | $27,000 | -10.0% | 154 | 0.0% | 0.01% | -12.5% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $24,000 | -4.0% | 131 | 0.0% | 0.01% | 0.0% | |
| TGT | TARGET CORP | $27,000 | -6.9% | 119 | 0.0% | 0.01% | -12.5% | |
| WTRG | ESSENTIAL UTILS INC | $26,000 | 0.0% | 561 | 0.0% | 0.01% | 0.0% | |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $27,000 | +22.7% | 1,350 | +22.7% | 0.01% | +16.7% |
| EOT | New | EATON VANCE NATL MUN OPPORT | $25,000 | – | 1,075 | +100.0% | 0.01% | – |
| FIVG | ETF SER SOLUTIONSdefiance next | $27,000 | -3.6% | 740 | 0.0% | 0.01% | -12.5% | |
| NTAP | NETAPP INC | $27,000 | +8.0% | 305 | 0.0% | 0.01% | 0.0% | |
| NBIX | NEUROCRINE BIOSCIENCES INC | $25,000 | 0.0% | 260 | 0.0% | 0.01% | 0.0% | |
| DOV | DOVER CORP | $24,000 | +4.3% | 156 | 0.0% | 0.01% | +16.7% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $26,000 | +4.0% | 400 | 0.0% | 0.01% | 0.0% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $25,000 | +4.2% | 475 | 0.0% | 0.01% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $26,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| EWS | ISHARES INCmsci singpor etf | $22,000 | -4.3% | 975 | 0.0% | 0.01% | 0.0% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $21,000 | -8.7% | 188 | 0.0% | 0.01% | 0.0% | |
| AL | AIR LEASE CORPcl a | $21,000 | -8.7% | 540 | 0.0% | 0.01% | 0.0% | |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $21,000 | +23.5% | 435 | +17.9% | 0.01% | +20.0% |
| New | RYAN SPECIALTY GROUP HLDGS Icl a | $23,000 | – | 665 | +100.0% | 0.01% | – | |
| SUNL | New | SUNLIGHT FINANCIAL HOLDINGS | $21,000 | – | 4,000 | +100.0% | 0.01% | – |
| GD | GENERAL DYNAMICS CORP | $23,000 | +4.5% | 118 | 0.0% | 0.01% | 0.0% | |
| CIM | CHIMERA INVT CORP | $21,000 | 0.0% | 1,400 | 0.0% | 0.01% | 0.0% | |
| ARKK | Buy | ARK ETF TRinnovation etf | $17,000 | 0.0% | 152 | +16.9% | 0.01% | 0.0% |
| LRGF | ISHARES TRmsci usa multift | $17,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| GH | GUARDANT HEALTH INC | $19,000 | 0.0% | 153 | 0.0% | 0.01% | 0.0% | |
| FSLY | Sell | FASTLY INCcl a | $17,000 | -37.0% | 427 | -4.9% | 0.01% | -28.6% |
| QUAL | ISHARES TRmsci usa qlt fct | $18,000 | 0.0% | 135 | 0.0% | 0.01% | 0.0% | |
| SE | Buy | SEA LTDsponsord ads | $18,000 | +38.5% | 56 | +21.7% | 0.01% | +25.0% |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $19,000 | 0.0% | 339 | 0.0% | 0.01% | 0.0% | |
| CFG | CITIZENS FINL GROUP INC | $19,000 | +5.6% | 400 | 0.0% | 0.01% | 0.0% | |
| UPST | New | UPSTART HLDGS INC | $20,000 | – | 62 | +100.0% | 0.01% | – |
| QABA | FIRST TR NASDAQ ABA CMNTY BK | $17,000 | 0.0% | 305 | 0.0% | 0.01% | 0.0% | |
| FFTY | INNOVATOR ETFS TRibd 50 etf | $17,000 | 0.0% | 365 | 0.0% | 0.01% | 0.0% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $19,000 | -5.0% | 106 | 0.0% | 0.01% | 0.0% | |
| WY | WEYERHAEUSER CO MTN BE | $18,000 | +5.9% | 500 | 0.0% | 0.01% | 0.0% | |
| CE | CELANESE CORP DEL | $19,000 | -5.0% | 129 | 0.0% | 0.01% | 0.0% | |
| LXP | LEXINGTON REALTY TRUST | $18,000 | +5.9% | 1,400 | 0.0% | 0.01% | 0.0% | |
| IAU | New | GOLD TRishares new | $17,000 | – | 500 | +100.0% | 0.01% | – |
| DJUL | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $20,000 | – | 605 | +100.0% | 0.01% | – |
| UVV | UNIVERSAL CORP VA | $20,000 | -13.0% | 409 | 0.0% | 0.01% | -16.7% | |
| KMX | CARMAX INC | $19,000 | 0.0% | 145 | 0.0% | 0.01% | 0.0% | |
| GLW | CORNING INC | $18,000 | -10.0% | 500 | 0.0% | 0.01% | 0.0% | |
| NYCB | NEW YORK CMNTY BANCORP INC | $17,000 | +21.4% | 1,300 | 0.0% | 0.01% | +25.0% | |
| LDOS | LEIDOS HOLDINGS INC | $20,000 | -4.8% | 210 | 0.0% | 0.01% | -16.7% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $17,000 | 0.0% | 114 | 0.0% | 0.01% | 0.0% | |
| TLRY | Sell | TILRAY INC | $20,000 | -48.7% | 1,740 | -18.7% | 0.01% | -54.5% |
| IBB | ISHARES TRishares biotech | $17,000 | 0.0% | 105 | 0.0% | 0.01% | 0.0% | |
| CGC | Buy | CANOPY GROWTH CORP | $18,000 | +20.0% | 1,280 | +101.6% | 0.01% | +25.0% |
| PRNT | ARK ETF TR3d printing etf | $17,000 | -10.5% | 470 | 0.0% | 0.01% | 0.0% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $18,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $17,000 | -15.0% | 301 | 0.0% | 0.01% | 0.0% | |
| EXC | EXELON CORP | $19,000 | +5.6% | 400 | 0.0% | 0.01% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $20,000 | -13.0% | 430 | 0.0% | 0.01% | -16.7% | |
| ENB | Buy | ENBRIDGE INC | $20,000 | +17.6% | 507 | +16.8% | 0.01% | 0.0% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $17,000 | -26.1% | 119 | -15.0% | 0.01% | -16.7% |
| ET | ENERGY TRANSFER L P | $18,000 | -10.0% | 1,878 | 0.0% | 0.01% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $20,000 | -9.1% | 675 | 0.0% | 0.01% | -16.7% | |
| SYK | STRYKER CORPORATION | $18,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% | |
| LIT | GLOBAL X FDSlithium btry etf | $18,000 | +12.5% | 220 | 0.0% | 0.01% | +25.0% | |
| GSBD | GOLDMAN SACHS BDC INC | $20,000 | -9.1% | 1,100 | 0.0% | 0.01% | -16.7% | |
| IGV | ISHARES TRexpanded tech | $14,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| VIAC | Sell | VIACOMCBS INCcl b | $14,000 | -36.4% | 350 | -29.3% | 0.00% | -33.3% |
| XBI | SPDR SER TRs&p biotech | $13,000 | -7.1% | 101 | 0.0% | 0.00% | 0.0% | |
| EQR | New | EQUITY RESIDENTIALsh ben int | $13,000 | – | 164 | +100.0% | 0.00% | – |
| TEL | TE CONNECTIVITY LTD | $14,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| EXPE | New | EXPEDIA GROUP INC | $16,000 | – | 96 | +100.0% | 0.00% | – |
| NTR | NUTRIEN LTD | $13,000 | +8.3% | 200 | 0.0% | 0.00% | +33.3% | |
| SUM | SUMMIT MATLS INCcl a | $15,000 | -6.2% | 469 | 0.0% | 0.00% | 0.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $13,000 | -13.3% | 63 | 0.0% | 0.00% | 0.0% | |
| MRVL | New | MARVELL TECHNOLOGY INC | $15,000 | – | 252 | +100.0% | 0.00% | – |
| MAN | MANPOWERGROUP INC WIS | $14,000 | -6.7% | 125 | 0.0% | 0.00% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $14,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% | |
| TDOC | Buy | TELADOC HEALTH INC | $14,000 | +7.7% | 111 | +42.3% | 0.00% | 0.0% |
| MDC | M D C HLDGS INC | $14,000 | -6.7% | 291 | 0.0% | 0.00% | 0.0% | |
| TRI | THOMSON REUTERS CORP. | $16,000 | +14.3% | 141 | 0.0% | 0.00% | 0.0% | |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $13,000 | – | 58 | +100.0% | 0.00% | – |
| KR | Sell | KROGER CO | $16,000 | -63.6% | 400 | -65.4% | 0.00% | -66.7% |
| QS | Sell | QUANTUMSCAPE CORP | $13,000 | -31.6% | 550 | -15.4% | 0.00% | -20.0% |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $16,000 | 0.0% | 172 | 0.0% | 0.00% | 0.0% | |
| VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $14,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% | |
| IEF | ISHARES TRbarclays 7 10 yr | $16,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $13,000 | -13.3% | 192 | 0.0% | 0.00% | 0.0% | |
| ZTS | ZOETIS INCcl a | $16,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $13,000 | 0.0% | 287 | 0.0% | 0.00% | 0.0% | |
| IUSB | New | ISHARES TRcore total usd | $16,000 | – | 307 | +100.0% | 0.00% | – |
| XLF | SELECT SECTOR SPDR TRfinancial | $16,000 | 0.0% | 430 | 0.0% | 0.00% | 0.0% | |
| STIP | ISHARES TR0-5 yr tips etf | $16,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $13,000 | +8.3% | 300 | 0.0% | 0.00% | +33.3% | |
| IGIB | ISHARES TR | $16,000 | 0.0% | 271 | 0.0% | 0.00% | 0.0% | |
| APPN | Buy | APPIAN CORPcl a | $13,000 | +160.0% | 143 | +333.3% | 0.00% | +300.0% |
| GRMN | New | GARMIN LTD | $13,000 | – | 82 | +100.0% | 0.00% | – |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $13,000 | -23.5% | 230 | 0.0% | 0.00% | -20.0% | |
| GWX | SPDR INDEX SHS FDSs&p intl smlcp | $15,000 | 0.0% | 398 | 0.0% | 0.00% | 0.0% | |
| NUSI | New | ETF SER SOLUTIONSnationwide rsk | $15,000 | – | 537 | +100.0% | 0.00% | – |
| IUSG | ISHARES TRcore s&p us gwt | $16,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% | |
| AFL | AFLAC INC | $12,000 | 0.0% | 224 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $12,000 | -14.3% | 250 | 0.0% | 0.00% | -25.0% | |
| CNP | CENTERPOINT ENERGY INC | $12,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| COIN | COINBASE GLOBAL INC | $12,000 | -14.3% | 54 | 0.0% | 0.00% | -25.0% | |
| CVGI | COMMERCIAL VEH GROUP INC | $10,000 | -9.1% | 1,055 | 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 | $12,000 | +9.1% | 115 | 0.0% | 0.00% | 0.0% | |
| DRNA | New | DICERNA PHARMACEUTICALS INC | $10,000 | – | 483 | +100.0% | 0.00% | – |
| EDIT | Buy | EDITAS MEDICINE INC | $10,000 | +100.0% | 250 | +212.5% | 0.00% | +200.0% |
| GPK | GRAPHIC PACKAGING HLDG CO | $12,000 | +9.1% | 620 | 0.0% | 0.00% | 0.0% | |
| JKHY | Sell | HENRY JACK & ASSOC INC | $10,000 | -78.7% | 63 | -78.2% | 0.00% | -76.9% |
| ISRG | INTUITIVE SURGICAL INC | $12,000 | +9.1% | 12 | 0.0% | 0.00% | 0.0% | |
| USIG | ISHARES TRusd inv grde etf | $12,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% | |
| MKC | MCCORMICK & CO INC | $12,000 | -7.7% | 153 | 0.0% | 0.00% | -25.0% | |
| MDB | MONGODB INCcl a | $11,000 | +22.2% | 24 | 0.0% | 0.00% | +50.0% | |
| NTNX | Buy | NUTANIX INCcl a | $11,000 | +37.5% | 280 | +33.3% | 0.00% | +50.0% |
| PNC | PNC FINL SVCS GROUP INC | $10,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| STAA | Buy | STAAR SURGICAL CO | $12,000 | +100.0% | 91 | +145.9% | 0.00% | +50.0% |
| USB | US BANCORP DEL | $12,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
| VALE | Buy | VALE S Asponsored ads | $12,000 | -25.0% | 830 | +18.6% | 0.00% | -25.0% |
| WHR | WHIRLPOOL CORP | $10,000 | -9.1% | 50 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC | $10,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
| LBTYA | New | LIBERTY GLOBAL PLC | $12,000 | – | 400 | +100.0% | 0.00% | – |
| FVRR | Buy | FIVERR INTL LTD | $11,000 | +83.3% | 60 | +140.0% | 0.00% | +50.0% |
| BCS | BARCLAYS PLCadr | $7,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
| QDEL | QUIDEL CORP | $8,000 | +14.3% | 58 | 0.0% | 0.00% | 0.0% | |
| PLD | PROLOGIS INC. | $8,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $9,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
| EL | LAUDER ESTEE COS INCcl a | $6,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $8,000 | -11.1% | 276 | 0.0% | 0.00% | 0.0% | |
| CTVA | Sell | CORTEVA INC | $8,000 | -11.1% | 192 | -5.4% | 0.00% | 0.0% |
| BMO | BANK MONTREAL QUE | $6,000 | -14.3% | 65 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $7,000 | -12.5% | 200 | 0.0% | 0.00% | 0.0% | |
| IRBT | New | IROBOT CORP | $9,000 | – | 118 | +100.0% | 0.00% | – |
| IQV | IQVIA HLDGS INC | $6,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| NVTA | Buy | INVITAE CORP | $9,000 | +200.0% | 300 | +300.0% | 0.00% | +100.0% |
| KBWB | INVESCO EXCH TRADED FD TR IIkbw bk etf | $7,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| DVAX | DYNAVAX TECHNOLOGIES CORP | $6,000 | +100.0% | 300 | 0.0% | 0.00% | +100.0% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $9,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
| TT | TRANE TECHNOLOGIES PLC | $7,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| ERTH | INVESCO EXCHANGE TRADED FD Tinvesco msci | $6,000 | -14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| INGR | INGREDION INC | $6,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| GOLD | New | BARRICK GOLD CORP | $9,000 | – | 500 | +100.0% | 0.00% | – |
| RGEN | REPLIGEN CORP | $7,000 | +40.0% | 25 | 0.0% | 0.00% | +100.0% | |
| ANTM | ANTHEM INC | $7,000 | -12.5% | 20 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $7,000 | 0.0% | 284 | 0.0% | 0.00% | 0.0% | |
| APD | AIR PRODS & CHEMS INC | $6,000 | -14.3% | 25 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $7,000 | -22.2% | 200 | 0.0% | 0.00% | 0.0% | |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $7,000 | 0.0% | 276 | +1.5% | 0.00% | 0.0% |
| SNSR | GLOBAL X FDSinternet of thng | $8,000 | +14.3% | 210 | 0.0% | 0.00% | 0.0% | |
| EFAV | ISHARES TRmsci eafe min vl | $8,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $9,000 | +12.5% | 39 | 0.0% | 0.00% | 0.0% | |
| ABNB | AIRBNB INC | $8,000 | +14.3% | 46 | 0.0% | 0.00% | 0.0% | |
| GIS | GENERAL MLS INC | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CHWY | New | CHEWY INCcl a | $7,000 | – | 100 | +100.0% | 0.00% | – |
| EPR | EPR PPTYS | $8,000 | -11.1% | 163 | 0.0% | 0.00% | 0.0% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $9,000 | -10.0% | 103 | 0.0% | 0.00% | -33.3% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $9,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| MPLX | MPLX LP | $6,000 | 0.0% | 218 | 0.0% | 0.00% | 0.0% | |
| DAUG | New | FIRST TR EXCHNG TRADED FD VIvest us deep | $8,000 | – | 230 | +100.0% | 0.00% | – |
| MFA | MFA FINL INC | $7,000 | 0.0% | 1,600 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC | $8,000 | -11.1% | 55 | 0.0% | 0.00% | 0.0% | |
| FUTY | FIDELITY COVINGTON TRUSTmsci utils index | $7,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% | |
| ASML | ASML HOLDING N V | $7,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| CPB | New | CAMPBELL SOUP CO | $8,000 | – | 200 | +100.0% | 0.00% | – |
| LOW | LOWES COS INC | $8,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| EA | Sell | ELECTRONIC ARTS INC | $7,000 | -22.2% | 50 | -18.0% | 0.00% | 0.0% |
| ITA | ISHARES TRus aer def etf | $6,000 | -14.3% | 60 | 0.0% | 0.00% | 0.0% | |
| VTRS | VIATRIS INC | $6,000 | 0.0% | 452 | 0.0% | 0.00% | 0.0% | |
| RY | ROYAL BK CDA | $3,000 | -25.0% | 35 | 0.0% | 0.00% | 0.0% | |
| SQFT | PRESIDIO PPTY TR INC | $5,000 | 0.0% | 1,378 | 0.0% | 0.00% | 0.0% | |
| SYY | SYSCO CORP | $3,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| CZA | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| HUBB | HUBBELL INC | $5,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| HMC | HONDA MOTOR LTD | $4,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $5,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| SNOW | New | SNOWFLAKE INCcl a | $3,000 | – | 10 | +100.0% | 0.00% | – |
| HPQ | HP INC | $5,000 | -16.7% | 189 | 0.0% | 0.00% | -50.0% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $3,000 | 0.0% | 8 | 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 | 0.0% | 550 | 0.0% | 0.00% | 0.0% | |
| FLDR | FIDELITY MERRIMACK STR TRlow durtin etf | $4,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% | |
| FAST | FASTENAL CO | $5,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
| TELL | Buy | TELLURIAN INC NEW | $4,000 | +33.3% | 980 | +50.8% | 0.00% | 0.0% |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $5,000 | -28.6% | 320 | 0.0% | 0.00% | -50.0% | |
| VXRT | VAXART INC | $2,000 | +100.0% | 200 | 0.0% | 0.00% | – | |
| CPNG | COUPANG INCcl a | $4,000 | -33.3% | 140 | 0.0% | 0.00% | -50.0% | |
| WAB | WABTEC | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| CAG | CONAGRA BRANDS INC | $3,000 | -25.0% | 100 | 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 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| SKM | SK TELECOM LTDsponsored adr | $5,000 | 0.0% | 163 | 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 | $2,000 | -33.3% | 81 | 0.0% | 0.00% | 0.0% | |
| LPX | LOUISIANA PAC CORP | $5,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
| CM | New | CANADIAN IMP BK COMM | $3,000 | – | 26 | +100.0% | 0.00% | – |
| ZEN | Buy | ZENDESK INC | $5,000 | +25.0% | 42 | +61.5% | 0.00% | 0.0% |
| YCBD | CBDMD INC | $2,000 | -33.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BHF | BRIGHTHOUSE FINL INC | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| RIDE | New | LORDSTOWN MOTORS CORP | $5,000 | – | 600 | +100.0% | 0.00% | – |
| BL | BLACKLINE INC | $5,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| BHP | New | BHP GROUP LTDsponsored ads | $2,000 | – | 38 | +100.0% | 0.00% | – |
| RC | READY CAPITAL CORP | $2,000 | -33.3% | 168 | 0.0% | 0.00% | 0.0% | |
| FERG | New | FERGUSON PLC NEW | $3,000 | – | 20 | +100.0% | 0.00% | – |
| SNY | SANOFIsponsored adr | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $4,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% | |
| BNS | BANK NOVA SCOTIA B C | $5,000 | -16.7% | 85 | 0.0% | 0.00% | -50.0% | |
| ASAN | New | ASANA INCcl a | $2,000 | – | 20 | +100.0% | 0.00% | – |
| ALC | ALCON AG | $3,000 | +50.0% | 34 | 0.0% | 0.00% | 0.0% | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $3,000 | -25.0% | 400 | 0.0% | 0.00% | 0.0% | |
| YVR | LIQUID MEDIA GROUP LTD NEW | $2,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| AEM | New | AGNICO EAGLE MINES LTD | $2,000 | – | 48 | +100.0% | 0.00% | – |
| LEVI | New | LEVI STRAUSS & CO NEW | $3,000 | – | 125 | +100.0% | 0.00% | – |
| SIMO | New | SILICON MOTION TECHNOLOGY COsponsored adr | $3,000 | – | 45 | +100.0% | 0.00% | – |
| TIMB | TIM S Asponsored adr | $3,000 | 0.0% | 285 | 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% | |
| ESGU | New | ISHARES TResg awr msci usa | $4,000 | – | 36 | +100.0% | 0.00% | – |
| SKILWS | SKILLSOFT CORP*w exp 06/11/202 | $5,000 | +25.0% | 1,950 | 0.0% | 0.00% | 0.0% | |
| VLUE | New | ISHARES TRmsci usa value | $5,000 | – | 48 | +100.0% | 0.00% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $2,000 | – | 34 | +100.0% | 0.00% | – |
| PPL | PPL CORP | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SKIL | SKILLSOFT CORPcl a | $2,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% | |
| IAT | ISHARES TRus regnl bks etf | $5,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| SUB | New | ISHARES TRshrt nat mun etf | $2,000 | – | 23 | +100.0% | 0.00% | – |
| SKLZ | Buy | SKILLZ INC | $4,000 | -20.0% | 400 | +60.0% | 0.00% | 0.0% |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $5,000 | – | 53 | +100.0% | 0.00% | – |
| NOK | NOKIA CORPsponsored adr | $2,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| RVI | RETAIL VALUE INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| MFMS | RBB FD INCmfam smlcp grwth | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| TMFC | RBB FD INCmotley fol etf | $0 | – | 7 | 0.0% | 0.00% | – | |
| SITC | SITE CTRS CORP | $1,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
| PLUG | Sell | PLUG POWER INC | $0 | – | 1 | -75.0% | 0.00% | – |
| LUV | SOUTHWEST AIRLS CO | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| PINS | PINTEREST INCcl a | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -3 | -100.0% | 0.00% | – |
| PTON | New | PELOTON INTERACTIVE INC | $0 | – | 3 | +100.0% | 0.00% | – |
| OTIC | New | OTONOMY INC | $1,000 | – | 656 | +100.0% | 0.00% | – |
| OPEN | OPENDOOR TECHNOLOGIES INC | $0 | – | 20 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 34 | 0.0% | 0.00% | – | |
| MPLNWS | MULTIPLAN CORPORATION*w exp 02/13/202 | $0 | -100.0% | 260 | 0.0% | 0.00% | – | |
| MPLN | MULTIPLAN CORPORATION | $0 | – | 10 | 0.0% | 0.00% | – | |
| L | LOEWS CORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| LMND | Sell | LEMONADE INC | $1,000 | -88.9% | 15 | -81.5% | 0.00% | -100.0% |
| LI | LI AUTO INCsponsored ads | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| FALN | New | ISHARES TRfaln angls usd | $1,000 | – | 17 | +100.0% | 0.00% | – |
| ESGE | New | ISHARES INCesg awr msci em | $1,000 | – | 22 | +100.0% | 0.00% | – |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $1,000 | – | 21 | +100.0% | 0.00% | – |
| EFG | New | ISHARES TReafe grwth etf | $1,000 | – | 13 | +100.0% | 0.00% | – |
| EFV | New | ISHARES TReafe value etf | $1,000 | – | 25 | +100.0% | 0.00% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $0 | – | 6 | +100.0% | 0.00% | – |
| USO | UNITED STS OIL FD LPunits | $0 | – | 6 | 0.0% | 0.00% | – | |
| X | UNITED STATES STL CORP NEW | $0 | – | 1 | 0.0% | 0.00% | – | |
| SOXX | ISHARES TRishares semicdtr | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| TLT | New | ISHARES TR20 yr tr bd etf | $1,000 | – | 7 | +100.0% | 0.00% | – |
| IXN | New | ISHARES TRglobal tech etf | $1,000 | – | 12 | +100.0% | 0.00% | – |
| OIH | VANECK ETF TRUSToil services etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| HSTM | HEALTHSTREAM INC | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| New | GINKGO BIOWORKS HOLDINGS INC*w exp 08/01/202 | $0 | – | 100 | +100.0% | 0.00% | – | |
| GEVO | GEVO INC | $0 | – | 57 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $0 | – | 10 | 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% | – | |
| EVFM | EVOFEM BIOSCIENCES INC | $1,000 | -50.0% | 1,902 | 0.0% | 0.00% | -100.0% | |
| ETSY | New | ETSY INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| XPEV | XPENG INCads | $0 | – | 7 | 0.0% | 0.00% | – | |
| BOWX | BOWX ACQUISITION CORPcl a | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| BAMR | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $0 | – | 2 | 0.0% | 0.00% | – | |
| THCB | Exit | TUSCAN HLDGS CORP | $0 | – | -26 | -100.0% | 0.00% | – |
| ASIX | ADVANSIX INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| NUE | Exit | NUCOR CORP | $0 | – | -9 | -100.0% | 0.00% | – |
| AHT | Exit | ASHFORD HOSPITALITY TR INC | $0 | – | -22 | -100.0% | 0.00% | – |
| SNAP | Exit | SNAP INCcl a | $0 | – | -10 | -100.0% | 0.00% | – |
| ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -6 | -100.0% | 0.00% | – |
| UUUU | Exit | ENERGY FUELS INC | $0 | – | -200 | -100.0% | 0.00% | – |
| LYG | Exit | LLOYDS BANKING GROUP PLCsponsored adr | $0 | – | -225 | -100.0% | 0.00% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -3 | -100.0% | 0.00% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -12 | -100.0% | 0.00% | – |
| SGMO | SANGAMO THERAPEUTICS INC | $0 | -100.0% | 50 | 0.0% | 0.00% | – | |
| RAD | Sell | RITE AID CORP | $0 | -100.0% | 23 | -45.2% | 0.00% | – |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | -100.0% | 18 | 0.0% | 0.00% | – | |
| MTN | Exit | VAIL RESORTS INC | $0 | – | -7 | -100.0% | -0.00% | – |
| LFC | Exit | CHINA LIFE INS CO LTDspon adr rep h | $0 | – | -354 | -100.0% | -0.00% | – |
| SRNGU | Exit | SOARING EAGLE ACQUISITION COunit 02/23/2026 | $0 | – | -500 | -100.0% | -0.00% | – |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -15 | -100.0% | -0.00% | – |
| SNDL | Exit | SUNDIAL GROWERS INC | $0 | – | -2,000 | -100.0% | -0.00% | – |
| QTS | Exit | QTS RLTY TR INC | $0 | – | -40 | -100.0% | -0.00% | – |
| MNMD | Exit | MIND MEDICINE MINDMED INC | $0 | – | -725 | -100.0% | -0.00% | – |
| DOC | Exit | PHYSICIANS RLTY TR | $0 | – | -115 | -100.0% | -0.00% | – |
| WRK | Exit | WESTROCK CO | $0 | – | -36 | -100.0% | -0.00% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -36 | -100.0% | -0.00% | – |
| TXRH | Exit | TEXAS ROADHOUSE INC | $0 | – | -25 | -100.0% | -0.00% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -10 | -100.0% | -0.00% | – |
| JD | Exit | JD.COM INCspon adr cl a | $0 | – | -50 | -100.0% | -0.00% | – |
| THCX | Exit | SPINNAKER ETF SERIEScannabis etf | $0 | – | -139 | -100.0% | -0.00% | – |
| HEXO | Exit | HEXO CORP | $0 | – | -752 | -100.0% | -0.00% | – |
| NTES | Exit | NETEASE INCsponsored ads | $0 | – | -45 | -100.0% | -0.00% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -7 | -100.0% | -0.00% | – |
| CHH | Exit | CHOICE HOTELS INTL INC | $0 | – | -50 | -100.0% | -0.00% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -303 | -100.0% | -0.00% | – |
| FISV | Exit | FISERV INC | $0 | – | -107 | -100.0% | -0.00% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -150 | -100.0% | -0.00% | – |
| BLL | Exit | BALL CORP | $0 | – | -164 | -100.0% | -0.00% | – |
| ROST | Exit | ROSS STORES INC | $0 | – | -116 | -100.0% | -0.00% | – |
| AYX | Exit | ALTERYX INC | $0 | – | -238 | -100.0% | -0.01% | – |
| VFC | Exit | V F CORP | $0 | – | -241 | -100.0% | -0.01% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -36 | -100.0% | -0.01% | – |
| JEF | Exit | JEFFERIES FINL GROUP INC | $0 | – | -900 | -100.0% | -0.01% | – |
| BYND | Exit | BEYOND MEAT INC | $0 | – | -250 | -100.0% | -0.01% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -238 | -100.0% | -0.02% | – |
| CCIV | Exit | CHURCHILL CAPITAL CORP IVcl a | $0 | – | -2,800 | -100.0% | -0.02% | – |
| LB | Exit | L BRANDS INC | $0 | – | -2,691 | -100.0% | -0.05% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -46,010 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-02
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.