$414 Million is the total value of HHM Wealth Advisors, LLC's 694 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 20.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $81,462,000 | +12.3% | 1,007,816 | +3.2% | 19.66% | -0.3% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $52,338,000 | +12.2% | 463,126 | +3.1% | 12.63% | -0.4% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $46,934,000 | +16.1% | 286,622 | +5.0% | 11.32% | +3.0% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $31,129,000 | +13.9% | 387,036 | +8.6% | 7.51% | +1.1% |
USMV | Buy | ISHARES TRmsci usa min vol | $19,650,000 | +13.2% | 242,886 | +2.8% | 4.74% | +0.4% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $12,317,000 | +23.1% | 106,172 | +8.0% | 2.97% | +9.3% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $12,120,000 | +25.2% | 118,362 | +22.4% | 2.92% | +11.1% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $9,787,000 | +23.9% | 251,781 | +23.3% | 2.36% | +9.9% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $8,217,000 | +6.3% | 47,841 | -5.0% | 1.98% | -5.7% |
AAPL | Buy | APPLE INC | $8,008,000 | +26.1% | 45,098 | +0.5% | 1.93% | +11.9% |
FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $7,946,000 | -0.8% | 256,401 | +3.1% | 1.92% | -12.0% |
JPUS | Sell | J P MORGAN EXCHANGE-TRADED Fjpmorgan diver | $4,381,000 | +9.3% | 41,311 | -0.9% | 1.06% | -3.0% |
MSFT | Buy | MICROSOFT CORP | $4,236,000 | +20.5% | 12,595 | +1.0% | 1.02% | +6.9% |
FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $4,037,000 | +17.8% | 124,163 | +18.9% | 0.97% | +4.5% |
ISTB | Buy | ISHARES TRcore 1 5 yr usd | $3,491,000 | -0.2% | 69,234 | +1.1% | 0.84% | -11.5% |
RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $3,295,000 | +11.9% | 58,289 | +1.1% | 0.80% | -0.6% |
TFI | Buy | SPDR SER TRnuveen blmbrg mu | $3,007,000 | +1.5% | 58,121 | +1.1% | 0.73% | -9.9% |
FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $2,991,000 | +21.5% | 53,781 | +15.1% | 0.72% | +7.9% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,884,000 | +11.4% | 35,493 | +13.0% | 0.70% | -1.1% |
NSC | Buy | NORFOLK SOUTHN CORP | $2,795,000 | +24.5% | 9,389 | +0.1% | 0.67% | +10.5% |
CWI | SPDR INDEX SHS FDSmsci acwi exus | $2,774,000 | +1.2% | 94,644 | 0.0% | 0.67% | -10.2% | |
FNDB | Sell | SCHWAB STRATEGIC TRschwab fdt us bm | $2,629,000 | +1.7% | 45,306 | -6.1% | 0.63% | -9.8% |
AMZN | Sell | AMAZON COM INC | $2,191,000 | -1.6% | 657 | -3.1% | 0.53% | -12.6% |
MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $1,966,000 | +3.9% | 25,830 | +0.0% | 0.47% | -7.8% |
HD | Buy | HOME DEPOT INC | $1,664,000 | +54.4% | 4,011 | +22.1% | 0.40% | +36.9% |
SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,532,000 | +9.6% | 28,791 | 0.0% | 0.37% | -2.6% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,445,000 | +8.6% | 8,876 | 0.0% | 0.35% | -3.6% | |
HCA | HCA HEALTHCARE INC | $1,401,000 | +5.8% | 5,454 | 0.0% | 0.34% | -6.1% | |
GOOGL | Sell | ALPHABET INCcap stk cl a | $1,353,000 | +7.5% | 467 | -0.8% | 0.33% | -4.7% |
JPIN | Buy | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $1,314,000 | +38.9% | 22,211 | +41.6% | 0.32% | +23.3% |
V | Buy | VISA INC | $1,279,000 | -2.4% | 5,904 | +0.4% | 0.31% | -13.2% |
SO | Sell | SOUTHERN CO | $1,152,000 | +10.0% | 16,797 | -0.6% | 0.28% | -2.5% |
PNFP | Sell | PINNACLE FINL PARTNERS INC | $1,134,000 | -3.8% | 11,874 | -5.3% | 0.27% | -14.6% |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $1,122,000 | +16.6% | 21,299 | +1.1% | 0.27% | +3.4% |
PG | Buy | PROCTER AND GAMBLE CO | $1,045,000 | +30.3% | 6,387 | +11.4% | 0.25% | +15.6% |
MAA | MID-AMER APT CMNTYS INC | $987,000 | +22.9% | 4,300 | 0.0% | 0.24% | +9.2% | |
RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $939,000 | +12.5% | 2,897 | 0.0% | 0.23% | 0.0% | |
IVV | ISHARES TRcore s&p500 etf | $909,000 | +10.7% | 1,905 | 0.0% | 0.22% | -1.8% | |
SDY | SPDR SER TRs&p divid etf | $890,000 | +9.9% | 6,893 | 0.0% | 0.22% | -2.3% | |
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $848,000 | +9.6% | 2,835 | 0.0% | 0.20% | -2.4% | |
FRD | FRIEDMAN INDS INC | $829,000 | -21.3% | 88,430 | 0.0% | 0.20% | -30.1% | |
CSCO | Sell | CISCO SYS INC | $816,000 | +14.8% | 12,884 | -1.3% | 0.20% | +2.1% |
BIV | Sell | VANGUARD BD INDEX FDSintermed term | $803,000 | -15.7% | 9,169 | -14.0% | 0.19% | -25.1% |
TWI | Sell | TITAN INTL INC ILL | $797,000 | +47.9% | 72,681 | -3.4% | 0.19% | +30.6% |
VRIG | INVESCO ACTIVELY MANAGED ETFvar rate invt | $775,000 | -0.3% | 30,930 | 0.0% | 0.19% | -11.4% | |
EMR | Buy | EMERSON ELEC CO | $772,000 | +704.2% | 8,303 | +718.8% | 0.19% | +615.4% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $762,000 | -18.2% | 25,719 | -15.9% | 0.18% | -27.3% |
VOO | Buy | VANGUARD INDEX FDS | $741,000 | +10.8% | 1,698 | +0.1% | 0.18% | -1.6% |
MRK | Sell | MERCK & CO INC | $743,000 | +1.5% | 9,695 | -0.6% | 0.18% | -10.1% |
JPM | Buy | JPMORGAN CHASE & CO | $711,000 | -2.5% | 4,488 | +0.7% | 0.17% | -13.1% |
BAC | Sell | BK OF AMERICA CORP | $712,000 | +4.6% | 15,997 | -0.3% | 0.17% | -7.0% |
CAT | Sell | CATERPILLAR INC | $692,000 | +2.5% | 3,348 | -4.8% | 0.17% | -9.2% |
JNJ | Buy | JOHNSON & JOHNSON | $692,000 | +9.1% | 4,044 | +3.1% | 0.17% | -2.9% |
UNP | Sell | UNION PAC CORP | $693,000 | +27.2% | 2,752 | -1.0% | 0.17% | +12.8% |
TM | Buy | TOYOTA MOTOR CORPads | $686,000 | +6.5% | 3,701 | +2.2% | 0.17% | -5.1% |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $688,000 | -2.1% | 12,762 | -1.4% | 0.17% | -13.1% |
DIS | Buy | DISNEY WALT CO | $679,000 | +4.1% | 4,386 | +13.8% | 0.16% | -7.3% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $662,000 | +52.2% | 9,037 | +40.1% | 0.16% | +35.6% |
TTD | Buy | THE TRADE DESK INC | $636,000 | +32.2% | 6,935 | +1.5% | 0.15% | +16.8% |
AGG | Sell | ISHARES TRcore us aggbd et | $635,000 | -9.9% | 5,568 | -9.3% | 0.15% | -20.3% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $623,000 | -15.0% | 5,470 | -22.4% | 0.15% | -24.6% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $608,000 | -0.7% | 2,149 | -7.6% | 0.15% | -11.4% |
BSCM | INVESCO EXCH TRD SLF IDX FD | $591,000 | -0.7% | 27,634 | 0.0% | 0.14% | -11.7% | |
ILCG | Sell | ISHARES TRmorningstar grwt | $548,000 | -4.2% | 7,625 | -12.7% | 0.13% | -15.4% |
VYM | VANGUARD WHITEHALL FDShigh div yld | $548,000 | +8.3% | 4,892 | 0.0% | 0.13% | -4.3% | |
ABBV | Buy | ABBVIE INC | $525,000 | +27.7% | 3,878 | +1.7% | 0.13% | +13.4% |
NKE | NIKE INCcl b | $501,000 | +14.6% | 3,007 | 0.0% | 0.12% | +1.7% | |
Sell | GENERAL ELECTRIC CO | $499,000 | -9.3% | 5,279 | -1.2% | 0.12% | -20.0% | |
JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $497,000 | -35.2% | 9,846 | -34.9% | 0.12% | -42.6% |
LLY | LILLY ELI & CO | $482,000 | +19.6% | 1,745 | 0.0% | 0.12% | +5.5% | |
DRW | Sell | WISDOMTREE TRglb ex us rl est | $480,000 | -25.8% | 19,668 | -24.2% | 0.12% | -34.1% |
NVDA | Buy | NVIDIA CORPORATION | $463,000 | +51.3% | 1,575 | +6.8% | 0.11% | +34.9% |
USHY | ISHARES TRbroad usd high | $457,000 | -0.9% | 11,098 | 0.0% | 0.11% | -12.0% | |
UBER | UBER TECHNOLOGIES INC | $455,000 | -6.4% | 10,855 | 0.0% | 0.11% | -16.7% | |
HYLB | DBX ETF TRxtrack usd high | $454,000 | -0.4% | 11,387 | 0.0% | 0.11% | -11.3% | |
GOOG | Sell | ALPHABET INCcap stk cl c | $443,000 | +4.0% | 153 | -4.4% | 0.11% | -7.8% |
UNH | UNITEDHEALTH GROUP INC | $440,000 | +28.3% | 877 | 0.0% | 0.11% | +14.0% | |
KO | COCA COLA CO | $436,000 | +13.0% | 7,364 | 0.0% | 0.10% | 0.0% | |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $427,000 | +7.8% | 1,767 | -0.8% | 0.10% | -4.6% |
AMGN | Sell | AMGEN INC | $413,000 | -5.5% | 1,835 | -10.6% | 0.10% | -16.0% |
CVX | CHEVRON CORP NEW | $411,000 | +15.4% | 3,505 | 0.0% | 0.10% | +2.1% | |
INTC | Buy | INTEL CORP | $400,000 | -2.2% | 7,771 | +1.2% | 0.10% | -12.6% |
NFLX | NETFLIX INC | $392,000 | -1.3% | 650 | 0.0% | 0.10% | -12.0% | |
VFH | Buy | VANGUARD WORLD FDSfinancials etf | $386,000 | +108.6% | 4,000 | +100.0% | 0.09% | +86.0% |
COP | CONOCOPHILLIPS | $376,000 | +6.5% | 5,206 | 0.0% | 0.09% | -5.2% | |
DE | DEERE & CO | $373,000 | +2.5% | 1,087 | 0.0% | 0.09% | -9.1% | |
MO | ALTRIA GROUP INC | $367,000 | +4.0% | 7,753 | 0.0% | 0.09% | -7.3% | |
VHT | VANGUARD WORLD FDShealth car etf | $364,000 | +8.0% | 1,365 | 0.0% | 0.09% | -4.3% | |
XOM | Sell | EXXON MOBIL CORP | $363,000 | +2.0% | 5,931 | -2.0% | 0.09% | -9.3% |
FTNT | FORTINET INC | $359,000 | +22.9% | 1,000 | 0.0% | 0.09% | +10.1% | |
HON | Buy | HONEYWELL INTL INC | $347,000 | +41.6% | 1,662 | +44.3% | 0.08% | +25.4% |
FTGC | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $346,000 | -4.4% | 15,000 | 0.0% | 0.08% | -15.3% | |
TXN | TEXAS INSTRS INC | $345,000 | -2.0% | 1,833 | 0.0% | 0.08% | -13.5% | |
BSCN | INVESCO EXCH TRD SLF IDX FD | $341,000 | -0.9% | 15,868 | 0.0% | 0.08% | -12.8% | |
FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $335,000 | -3.5% | 8,955 | 0.0% | 0.08% | -13.8% | |
VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $337,000 | +1.2% | 6,600 | 0.0% | 0.08% | -11.0% | |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $335,000 | +67.5% | 706 | +51.5% | 0.08% | +50.0% |
TSLA | Buy | TESLA INC | $334,000 | +80.5% | 316 | +32.8% | 0.08% | +62.0% |
TFC | Sell | TRUIST FINL CORP | $333,000 | -7.0% | 5,685 | -6.9% | 0.08% | -17.5% |
CMCSA | Buy | COMCAST CORP NEWcl a | $329,000 | +28.5% | 6,531 | +42.6% | 0.08% | +12.9% |
OKTA | Sell | OKTA INCcl a | $306,000 | -13.6% | 1,365 | -8.5% | 0.07% | -22.9% |
F | Sell | FORD MTR CO DEL | $307,000 | +37.7% | 14,769 | -6.3% | 0.07% | +21.3% |
PEP | Buy | PEPSICO INC | $298,000 | +17.8% | 1,714 | +1.8% | 0.07% | +4.3% |
AMT | AMERICAN TOWER CORP NEW | $295,000 | +10.1% | 1,009 | 0.0% | 0.07% | -2.7% | |
TMO | THERMO FISHER SCIENTIFIC INC | $292,000 | +16.8% | 437 | 0.0% | 0.07% | +2.9% | |
SHW | Buy | SHERWIN WILLIAMS CO | $290,000 | +25.5% | 825 | +0.1% | 0.07% | +11.1% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $292,000 | +20.7% | 812 | +16.7% | 0.07% | +6.1% |
AXP | AMERICAN EXPRESS CO | $290,000 | -2.4% | 1,771 | 0.0% | 0.07% | -13.6% | |
VO | VANGUARD INDEX FDSmid cap etf | $284,000 | +7.6% | 1,115 | 0.0% | 0.07% | -4.2% | |
EMB | Sell | ISHARES TRjpmorgan usd emg | $287,000 | -1.4% | 2,631 | -0.6% | 0.07% | -12.7% |
MDT | MEDTRONIC PLC | $287,000 | -17.3% | 2,771 | 0.0% | 0.07% | -26.6% | |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $283,000 | +71.5% | 1,321 | +45.8% | 0.07% | +51.1% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $273,000 | +10.1% | 5,256 | +14.4% | 0.07% | -1.5% |
SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $272,000 | -1.1% | 6,656 | +0.6% | 0.07% | -12.0% |
T | Buy | AT&T INC | $273,000 | -2.5% | 11,117 | +7.4% | 0.07% | -13.2% |
SPGI | Buy | S&P GLOBAL INC | $268,000 | +204.5% | 567 | +173.9% | 0.06% | +170.8% |
OLN | OLIN CORP | $265,000 | +19.4% | 4,610 | 0.0% | 0.06% | +6.7% | |
CINF | CINCINNATI FINL CORP | $266,000 | -0.4% | 2,336 | 0.0% | 0.06% | -12.3% | |
DAL | Sell | DELTA AIR LINES INC DEL | $258,000 | -8.8% | 6,605 | -0.4% | 0.06% | -19.5% |
MU | MICRON TECHNOLOGY INC | $252,000 | +31.2% | 2,700 | 0.0% | 0.06% | +17.3% | |
FHN | FIRST HORIZON CORPORATION | $254,000 | +0.4% | 15,545 | 0.0% | 0.06% | -11.6% | |
CVS | CVS HEALTH CORP | $249,000 | +21.5% | 2,411 | 0.0% | 0.06% | +7.1% | |
PFE | Sell | PFIZER INC | $241,000 | +36.9% | 4,082 | -0.1% | 0.06% | +20.8% |
TSCO | TRACTOR SUPPLY CO | $238,000 | +17.8% | 999 | 0.0% | 0.06% | +3.6% | |
WMT | Buy | WALMART INC | $237,000 | +22.2% | 1,635 | +17.4% | 0.06% | +7.5% |
ABT | Buy | ABBOTT LABS | $237,000 | +41.1% | 1,684 | +18.3% | 0.06% | +23.9% |
GLD | SPDR GOLD TR | $231,000 | +4.1% | 1,352 | 0.0% | 0.06% | -6.7% | |
NXP | Buy | NUVEEN SELECT TAX-FREE INCOMsh ben int | $230,000 | +150.0% | 14,385 | +171.4% | 0.06% | +120.0% |
SHOP | Buy | SHOPIFY INCcl a | $220,000 | +8.4% | 160 | +6.7% | 0.05% | -3.6% |
BA | Sell | BOEING CO | $220,000 | -10.6% | 1,091 | -2.3% | 0.05% | -20.9% |
HUBS | Buy | HUBSPOT INC | $214,000 | -1.8% | 324 | +0.6% | 0.05% | -11.9% |
OZK | BANK OZK | $210,000 | +8.2% | 4,520 | 0.0% | 0.05% | -3.8% | |
QCOM | QUALCOMM INC | $211,000 | +41.6% | 1,153 | 0.0% | 0.05% | +24.4% | |
COST | COSTCO WHSL CORP NEW | $211,000 | +26.3% | 372 | 0.0% | 0.05% | +13.3% | |
FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $203,000 | -11.7% | 4,241 | -11.7% | 0.05% | -22.2% |
LOW | Buy | LOWES COS INC | $198,000 | +2375.0% | 765 | +1812.5% | 0.05% | +2300.0% |
VDE | VANGUARD WORLD FDSenergy etf | $199,000 | +4.7% | 2,569 | 0.0% | 0.05% | -7.7% | |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $197,000 | +11.3% | 2,284 | +10.9% | 0.05% | 0.0% |
PYPL | Buy | PAYPAL HLDGS INC | $197,000 | -19.6% | 1,045 | +11.1% | 0.05% | -28.4% |
SBUX | Buy | STARBUCKS CORP | $195,000 | +10.8% | 1,669 | +4.9% | 0.05% | -2.1% |
ILCB | ISHARES TRmorningstr us eq | $192,000 | +9.1% | 2,895 | 0.0% | 0.05% | -4.2% | |
RBNC | RELIANT BANCORP INC | $186,000 | +12.0% | 5,245 | 0.0% | 0.04% | 0.0% | |
FEX | FIRST TR LRGE CP CORE ALPHA | $185,000 | +8.2% | 2,000 | 0.0% | 0.04% | -2.2% | |
TIP | ISHARES TRtips bd etf | $188,000 | +1.1% | 1,458 | 0.0% | 0.04% | -11.8% | |
SQ | Buy | BLOCK INCcl a | $185,000 | -32.5% | 1,148 | +0.6% | 0.04% | -39.2% |
BX | BLACKSTONE INC | $181,000 | +11.0% | 1,400 | 0.0% | 0.04% | 0.0% | |
TWLO | Buy | TWILIO INCcl a | $183,000 | -12.0% | 694 | +6.4% | 0.04% | -22.8% |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $179,000 | +15.5% | 300 | 0.0% | 0.04% | +2.4% | |
IJS | ISHARES TRsp smcp600vl etf | $173,000 | +3.6% | 1,660 | 0.0% | 0.04% | -6.7% | |
BLK | BLACKROCK INC | $175,000 | +9.4% | 191 | 0.0% | 0.04% | -2.3% | |
DUK | Sell | DUKE ENERGY CORP NEW | $176,000 | +5.4% | 1,680 | -1.9% | 0.04% | -6.7% |
MHK | MOHAWK INDS INC | $173,000 | +3.0% | 948 | 0.0% | 0.04% | -8.7% | |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $176,000 | +17.3% | 2,825 | +11.4% | 0.04% | +2.4% |
STWD | STARWOOD PPTY TR INC | $168,000 | 0.0% | 6,895 | 0.0% | 0.04% | -10.9% | |
IYW | ISHARES TRu.s. tech etf | $170,000 | +13.3% | 1,477 | 0.0% | 0.04% | 0.0% | |
SLV | ISHARES SILVER TRishares | $172,000 | +4.9% | 8,000 | 0.0% | 0.04% | -8.9% | |
VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $171,000 | -1.2% | 3,456 | 0.0% | 0.04% | -12.8% | |
DHR | DANAHER CORPORATION | $167,000 | +8.4% | 507 | 0.0% | 0.04% | -4.8% | |
ODFL | OLD DOMINION FREIGHT LINE IN | $162,000 | +25.6% | 452 | 0.0% | 0.04% | +11.4% | |
MASI | MASIMO CORP | $162,000 | +8.0% | 554 | 0.0% | 0.04% | -4.9% | |
JETS | ETF SER SOLUTIONSus glb jets | $160,000 | -10.6% | 7,580 | 0.0% | 0.04% | -20.4% | |
IJR | Sell | ISHARES TRcore s&p scp etf | $161,000 | -3.6% | 1,409 | -7.7% | 0.04% | -13.3% |
RF | REGIONS FINANCIAL CORP NEW | $162,000 | +1.9% | 7,451 | 0.0% | 0.04% | -9.3% | |
FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $163,000 | +3.8% | 1,316 | 0.0% | 0.04% | -9.3% | |
BTT | Buy | BLACKROCK MUN TARGET TERM TR | $156,000 | +52.9% | 6,000 | +50.0% | 0.04% | +35.7% |
CRM | Sell | SALESFORCE COM INC | $159,000 | -28.7% | 624 | -24.3% | 0.04% | -37.7% |
CYH | COMMUNITY HEALTH SYS INC NEW | $156,000 | +13.9% | 11,750 | 0.0% | 0.04% | +2.7% | |
BSCO | INVESCO EXCH TRD SLF IDX FD | $153,000 | -1.3% | 7,015 | 0.0% | 0.04% | -11.9% | |
PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $155,000 | +1.3% | 5,700 | 0.0% | 0.04% | -11.9% | |
FB | Sell | META PLATFORMS INCcl a | $149,000 | -15.3% | 442 | -14.8% | 0.04% | -25.0% |
ICE | INTERCONTINENTAL EXCHANGE IN | $149,000 | +19.2% | 1,092 | 0.0% | 0.04% | +5.9% | |
MCD | MCDONALDS CORP | $151,000 | +11.0% | 565 | 0.0% | 0.04% | -2.7% | |
GDV | GABELLI DIVID & INCOME TR | $146,000 | +5.0% | 5,400 | 0.0% | 0.04% | -7.9% | |
PFF | ISHARES TRpfd and incm sec | $145,000 | +2.1% | 3,670 | 0.0% | 0.04% | -10.3% | |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $146,000 | +3.5% | 660 | -6.0% | 0.04% | -7.9% |
SPSB | SPDR SER TRportfolio short | $145,000 | -1.4% | 4,690 | 0.0% | 0.04% | -12.5% | |
NEE | Buy | NEXTERA ENERGY INC | $146,000 | +29.2% | 1,561 | +8.4% | 0.04% | +12.9% |
ICSH | ISHARES TRblackrock ultra | $141,000 | -0.7% | 2,805 | 0.0% | 0.03% | -12.8% | |
FDX | Sell | FEDEX CORP | $141,000 | -9.0% | 547 | -22.4% | 0.03% | -19.0% |
NVO | NOVO-NORDISK A Sadr | $139,000 | +16.8% | 1,240 | 0.0% | 0.03% | +6.2% | |
ATVI | ACTIVISION BLIZZARD INC | $137,000 | -13.8% | 2,059 | 0.0% | 0.03% | -23.3% | |
OEF | ISHARES TRs&p 100 etf | $138,000 | +10.4% | 632 | 0.0% | 0.03% | -2.9% | |
RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $134,000 | +8.1% | 417 | 0.0% | 0.03% | -5.9% | |
ORCL | ORACLE CORP | $132,000 | 0.0% | 1,517 | 0.0% | 0.03% | -11.1% | |
EFA | ISHARES TRmsci eafe etf | $131,000 | +0.8% | 1,670 | 0.0% | 0.03% | -8.6% | |
ROKU | Buy | ROKU INC | $128,000 | -21.0% | 562 | +8.9% | 0.03% | -29.5% |
Buy | LUCID GROUP INC | $129,000 | +81.7% | 3,400 | +21.4% | 0.03% | +63.2% | |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $123,000 | +21.8% | 1,470 | +7.3% | 0.03% | +11.1% |
CBRL | CRACKER BARREL OLD CTRY STOR | $126,000 | -8.0% | 980 | 0.0% | 0.03% | -18.9% | |
ALL | ALLSTATE CORP | $124,000 | -7.5% | 1,056 | 0.0% | 0.03% | -16.7% | |
AMP | AMERIPRISE FINL INC | $126,000 | +14.5% | 418 | 0.0% | 0.03% | 0.0% | |
AMAT | APPLIED MATLS INC | $125,000 | +22.5% | 794 | 0.0% | 0.03% | +7.1% | |
BOE | BLACKROCK ENHANCED GLOBAL DI | $122,000 | +4.3% | 10,000 | 0.0% | 0.03% | -9.4% | |
GS | Buy | GOLDMAN SACHS GROUP INC | $119,000 | +124.5% | 310 | +121.4% | 0.03% | +107.1% |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $120,000 | +76.5% | 584 | +111.6% | 0.03% | +61.1% |
CGNX | COGNEX CORP | $118,000 | -3.3% | 1,518 | 0.0% | 0.03% | -15.2% | |
RYF | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $116,000 | +5.5% | 1,800 | 0.0% | 0.03% | -6.7% | |
PSX | PHILLIPS 66 | $116,000 | +3.6% | 1,605 | 0.0% | 0.03% | -6.7% | |
UBS | UBS GROUP AG | $116,000 | +11.5% | 6,500 | 0.0% | 0.03% | 0.0% | |
TREX | TREX CO INC | $117,000 | +31.5% | 870 | 0.0% | 0.03% | +16.7% | |
DGRO | Buy | ISHARES TRcore div grwth | $116,000 | +10.5% | 2,096 | +0.5% | 0.03% | -3.4% |
ADP | AUTOMATIC DATA PROCESSING IN | $116,000 | +23.4% | 469 | 0.0% | 0.03% | +7.7% | |
RVT | Buy | ROYCE VALUE TR INC | $118,000 | +13.5% | 6,002 | +4.3% | 0.03% | 0.0% |
GILD | GILEAD SCIENCES INC | $111,000 | +4.7% | 1,524 | 0.0% | 0.03% | -6.9% | |
PII | New | POLARIS INC | $110,000 | – | 1,000 | +100.0% | 0.03% | – |
WELL | Buy | WELLTOWER INC | $112,000 | +51.4% | 1,300 | +44.4% | 0.03% | +35.0% |
BGY | BLACKROCK ENHANCED INTL DIV | $113,000 | +1.8% | 18,000 | 0.0% | 0.03% | -10.0% | |
IBM | INTERNATIONAL BUSINESS MACHS | $112,000 | -3.4% | 838 | 0.0% | 0.03% | -15.6% | |
SWK | New | STANLEY BLACK & DECKER INC | $107,000 | – | 565 | +100.0% | 0.03% | – |
RYE | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $109,000 | +2.8% | 2,286 | -2.8% | 0.03% | -10.3% |
AMLP | ALPS ETF TRalerian mlp | $109,000 | -1.8% | 3,325 | 0.0% | 0.03% | -13.3% | |
EMN | Buy | EASTMAN CHEM CO | $107,000 | +94.5% | 888 | +61.5% | 0.03% | +73.3% |
RMBS | RAMBUS INC DEL | $103,000 | +32.1% | 3,500 | 0.0% | 0.02% | +19.0% | |
NVS | NOVARTIS AGsponsored adr | $100,000 | +6.4% | 1,147 | 0.0% | 0.02% | -7.7% | |
YUM | YUM BRANDS INC | $100,000 | +13.6% | 721 | 0.0% | 0.02% | 0.0% | |
ASAN | Buy | ASANA INCcl a | $100,000 | +4900.0% | 1,340 | +6600.0% | 0.02% | +2300.0% |
HNDL | STRATEGY SHSns 7handl idx | $101,000 | +4.1% | 3,900 | 0.0% | 0.02% | -7.7% | |
ETN | Buy | EATON CORP PLC | $101,000 | +165.8% | 586 | +128.9% | 0.02% | +140.0% |
HYD | VANECK ETF TRUSThigh yld munietf | $100,000 | 0.0% | 1,600 | 0.0% | 0.02% | -11.1% | |
CSX | CSX CORP | $101,000 | +26.2% | 2,679 | 0.0% | 0.02% | +9.1% | |
PDP | New | INVESCO EXCHANGE TRADED FD Tdwa momentum | $95,000 | – | 1,010 | +100.0% | 0.02% | – |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $97,000 | -1.0% | 4,400 | -3.3% | 0.02% | -14.8% |
IWD | ISHARES TRrus 1000 val etf | $96,000 | +7.9% | 571 | 0.0% | 0.02% | -4.2% | |
WFC | Buy | WELLS FARGO CO NEW | $91,000 | +184.4% | 1,894 | +172.9% | 0.02% | +144.4% |
PM | PHILIP MORRIS INTL INC | $93,000 | 0.0% | 984 | 0.0% | 0.02% | -12.0% | |
VSTO | New | VISTA OUTDOOR INC | $92,000 | – | 2,000 | +100.0% | 0.02% | – |
LQD | ISHARES TRiboxx inv cp etf | $93,000 | 0.0% | 700 | 0.0% | 0.02% | -12.0% | |
GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $92,000 | -10.7% | 972 | -18.8% | 0.02% | -21.4% |
VB | VANGUARD INDEX FDSsmall cp etf | $93,000 | +3.3% | 412 | 0.0% | 0.02% | -8.3% | |
VLO | VALERO ENERGY CORP | $93,000 | +6.9% | 1,235 | 0.0% | 0.02% | -8.3% | |
BATH & BODY WORKS INC | $86,000 | +11.7% | 1,226 | 0.0% | 0.02% | 0.0% | ||
CSM | PROSHARES TRlarge cap cre | $87,000 | +10.1% | 785 | 0.0% | 0.02% | 0.0% | |
XMPT | VANECK ETF TRUST | $86,000 | +1.2% | 2,900 | 0.0% | 0.02% | -8.7% | |
SYY | Buy | SYSCO CORP | $87,000 | +2800.0% | 1,109 | +2743.6% | 0.02% | +2000.0% |
RHS | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $88,000 | +10.0% | 520 | 0.0% | 0.02% | -4.5% | |
MMM | Buy | 3M CO | $85,000 | +214.8% | 481 | +212.3% | 0.02% | +200.0% |
UNM | Sell | UNUM GROUP | $82,000 | -16.3% | 3,356 | -13.8% | 0.02% | -25.9% |
NTR | Buy | NUTRIEN LTD | $83,000 | +538.5% | 1,102 | +451.0% | 0.02% | +400.0% |
WMB | WILLIAMS COS INC | $82,000 | +1.2% | 3,130 | 0.0% | 0.02% | -9.1% | |
ADBE | ADOBE SYSTEMS INCORPORATED | $84,000 | -1.2% | 148 | 0.0% | 0.02% | -13.0% | |
LIN | LINDE PLC | $83,000 | +16.9% | 241 | 0.0% | 0.02% | +5.3% | |
BKNG | BOOKING HOLDINGS INC | $82,000 | +1.2% | 34 | 0.0% | 0.02% | -9.1% | |
TRV | TRAVELERS COMPANIES INC | $83,000 | +3.8% | 528 | 0.0% | 0.02% | -9.1% | |
DOCU | Buy | DOCUSIGN INC | $83,000 | -34.6% | 544 | +10.1% | 0.02% | -42.9% |
CL | COLGATE PALMOLIVE CO | $78,000 | +13.0% | 910 | 0.0% | 0.02% | 0.0% | |
PRU | PRUDENTIAL FINL INC | $80,000 | +2.6% | 740 | 0.0% | 0.02% | -9.5% | |
STN | STANTEC INC | $80,000 | +19.4% | 1,421 | 0.0% | 0.02% | +5.6% | |
MDLZ | Buy | MONDELEZ INTL INCcl a | $77,000 | +75.0% | 1,164 | +52.4% | 0.02% | +58.3% |
BCSF | BAIN CAP SPECIALTY FIN INC | $79,000 | +2.6% | 5,169 | 0.0% | 0.02% | -9.5% | |
CARR | Buy | CARRIER GLOBAL CORPORATION | $79,000 | +163.3% | 1,454 | +151.1% | 0.02% | +137.5% |
CB | CHUBB LIMITED | $77,000 | +11.6% | 400 | 0.0% | 0.02% | 0.0% | |
IGSB | Buy | ISHARES TR | $80,000 | +3.9% | 1,489 | +5.9% | 0.02% | -9.5% |
MWA | MUELLER WTR PRODS INC | $74,000 | -5.1% | 5,122 | 0.0% | 0.02% | -14.3% | |
WDAY | WORKDAY INCcl a | $74,000 | +8.8% | 271 | 0.0% | 0.02% | 0.0% | |
MTCH | MATCH GROUP INC NEW | $73,000 | -16.1% | 554 | 0.0% | 0.02% | -25.0% | |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $73,000 | +25.9% | 616 | +57.9% | 0.02% | +12.5% |
BK | Buy | BANK NEW YORK MELLON CORP | $76,000 | +192.3% | 1,300 | +160.0% | 0.02% | +157.1% |
GM | GENERAL MTRS CO | $75,000 | +10.3% | 1,286 | 0.0% | 0.02% | 0.0% | |
BSMN | INVESCO EXCH TRD SLF IDX FD | $76,000 | 0.0% | 2,965 | 0.0% | 0.02% | -14.3% | |
BSMM | INVESCO EXCH TRD SLF IDX FD | $76,000 | 0.0% | 2,975 | 0.0% | 0.02% | -14.3% | |
AWK | AMERICAN WTR WKS CO INC NEW | $74,000 | +12.1% | 392 | 0.0% | 0.02% | 0.0% | |
TDG | TRANSDIGM GROUP INC | $74,000 | +1.4% | 117 | 0.0% | 0.02% | -10.0% | |
SHM | SPDR SER TRnuveen blmbrg sh | $73,000 | 0.0% | 1,475 | 0.0% | 0.02% | -10.0% | |
NOW | SERVICENOW INC | $71,000 | +4.4% | 110 | 0.0% | 0.02% | -5.6% | |
UA | UNDER ARMOUR INCcl c | $71,000 | +2.9% | 3,914 | 0.0% | 0.02% | -10.5% | |
CRY | Sell | CRYOLIFE INC | $71,000 | -63.2% | 3,500 | -59.6% | 0.02% | -67.3% |
IWB | ISHARES TRrus 1000 etf | $68,000 | +9.7% | 258 | 0.0% | 0.02% | -5.9% | |
STX | SEAGATE TECHNOLOGY HLDNGS PL | $68,000 | +36.0% | 600 | 0.0% | 0.02% | +14.3% | |
TRGP | TARGA RES CORP | $68,000 | +6.2% | 1,300 | 0.0% | 0.02% | -5.9% | |
IEFA | Buy | ISHARES TRcore msci eafe | $65,000 | +1.6% | 872 | +1.3% | 0.02% | -5.9% |
LMT | Sell | LOCKHEED MARTIN CORP | $66,000 | -46.8% | 187 | -47.8% | 0.02% | -52.9% |
AFIN | AMERICAN FIN TR INC | $67,000 | +13.6% | 7,314 | 0.0% | 0.02% | 0.0% | |
AVY | New | AVERY DENNISON CORP | $65,000 | – | 300 | +100.0% | 0.02% | – |
AME | New | AMETEK INC | $66,000 | – | 446 | +100.0% | 0.02% | – |
TJX | TJX COS INC NEW | $66,000 | +15.8% | 871 | 0.0% | 0.02% | +6.7% | |
MS | MORGAN STANLEY | $67,000 | +1.5% | 680 | 0.0% | 0.02% | -11.1% | |
CBSH | Buy | COMMERCE BANCSHARES INC | $61,000 | +3.4% | 890 | +5.0% | 0.02% | -6.2% |
UL | UNILEVER PLCspon adr new | $64,000 | 0.0% | 1,182 | 0.0% | 0.02% | -11.8% | |
DOW | DOW INC | $64,000 | -1.5% | 1,127 | 0.0% | 0.02% | -16.7% | |
JMOM | Buy | J P MORGAN EXCHANGE-TRADED Fus momentum | $63,000 | +10.5% | 1,308 | +0.5% | 0.02% | 0.0% |
DIVO | AMPLIFY ETF TRcwp enhanced div | $64,000 | +8.5% | 1,676 | 0.0% | 0.02% | -6.2% | |
NRG | NRG ENERGY INC | $60,000 | +5.3% | 1,400 | 0.0% | 0.01% | -6.7% | |
EMLC | VANECK ETF TRUSTjp mrgan em loc | $57,000 | -5.0% | 2,000 | 0.0% | 0.01% | -12.5% | |
PATH | New | UIPATH INCcl a | $58,000 | – | 1,344 | +100.0% | 0.01% | – |
IDXX | IDEXX LABS INC | $60,000 | +5.3% | 91 | 0.0% | 0.01% | -6.7% | |
CMG | CHIPOTLE MEXICAN GRILL INC | $59,000 | -4.8% | 34 | 0.0% | 0.01% | -17.6% | |
CI | CIGNA CORP NEW | $57,000 | +16.3% | 247 | 0.0% | 0.01% | +7.7% | |
New | CBL & ASSOC PPTYS INC | $57,000 | – | 1,823 | +100.0% | 0.01% | – | |
TROW | PRICE T ROWE GROUP INC | $57,000 | 0.0% | 289 | 0.0% | 0.01% | -6.7% | |
AEE | AMEREN CORP | $57,000 | +9.6% | 639 | 0.0% | 0.01% | 0.0% | |
BSCP | INVESCO EXCH TRD SLF IDX FD | $53,000 | -1.9% | 2,440 | 0.0% | 0.01% | -13.3% | |
DLR | DIGITAL RLTY TR INC | $54,000 | +22.7% | 307 | 0.0% | 0.01% | +8.3% | |
HYG | ISHARES TRiboxx hi yd etf | $55,000 | -1.8% | 635 | 0.0% | 0.01% | -13.3% | |
SNV | SYNOVUS FINL CORP | $54,000 | +10.2% | 1,125 | 0.0% | 0.01% | 0.0% | |
IJK | ISHARES TRs&p mc 400gr etf | $53,000 | +8.2% | 616 | 0.0% | 0.01% | 0.0% | |
NXPI | Buy | NXP SEMICONDUCTORS N V | $55,000 | +66.7% | 243 | +42.9% | 0.01% | +44.4% |
NFG | NATIONAL FUEL GAS CO | $55,000 | +22.2% | 855 | 0.0% | 0.01% | +8.3% | |
FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $53,000 | -3.6% | 233 | 0.0% | 0.01% | -13.3% | |
GOOD | GLADSTONE COMMERCIAL CORP | $53,000 | +20.5% | 2,076 | 0.0% | 0.01% | +8.3% | |
QYLD | GLOBAL X FDSnasdaq 100 cover | $53,000 | 0.0% | 2,388 | 0.0% | 0.01% | -7.1% | |
NIM | NUVEEN SELECT MAT MUN FDsh ben int | $54,000 | 0.0% | 5,000 | 0.0% | 0.01% | -13.3% | |
IYH | ISHARES TRus hlthcare etf | $53,000 | +8.2% | 178 | 0.0% | 0.01% | 0.0% | |
GSK | GLAXOSMITHKLINE PLCsponsored adr | $49,000 | +16.7% | 1,109 | 0.0% | 0.01% | +9.1% | |
BDX | New | BECTON DICKINSON & CO | $50,000 | – | 200 | +100.0% | 0.01% | – |
MRNA | MODERNA INC | $51,000 | -33.8% | 200 | 0.0% | 0.01% | -42.9% | |
MET | METLIFE INC | $51,000 | +2.0% | 813 | 0.0% | 0.01% | -14.3% | |
BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $48,000 | -42.2% | 1,293 | -44.8% | 0.01% | -47.8% |
BOND | PIMCO ETF TRactive bd etf | $51,000 | -1.9% | 470 | 0.0% | 0.01% | -14.3% | |
BP | BP PLCsponsored adr | $50,000 | -2.0% | 1,863 | 0.0% | 0.01% | -14.3% | |
BSMO | INVESCO EXCH TRD SLF IDX FD | $51,000 | 0.0% | 1,970 | 0.0% | 0.01% | -14.3% | |
VICTORIAS SECRET AND CO | $50,000 | 0.0% | 896 | 0.0% | 0.01% | -14.3% | ||
MAIN | MAIN STR CAP CORP | $49,000 | +8.9% | 1,085 | 0.0% | 0.01% | 0.0% | |
FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $48,000 | +6.7% | 700 | 0.0% | 0.01% | 0.0% | |
BSMP | INVESCO EXCH TRD SLF IDX FD | $51,000 | 0.0% | 1,965 | 0.0% | 0.01% | -14.3% | |
IEMG | Sell | ISHARES INCcore msci emkt | $51,000 | -28.2% | 846 | -26.1% | 0.01% | -36.8% |
CVLG | Sell | COVENANT LOGISTICS GROUP INCcl a | $48,000 | -41.5% | 1,835 | -37.8% | 0.01% | -45.5% |
WPC | WP CAREY INC | $45,000 | +12.5% | 545 | 0.0% | 0.01% | 0.0% | |
ECL | New | ECOLAB INC | $46,000 | – | 195 | +100.0% | 0.01% | – |
IDV | Buy | ISHARES TRintl sel div etf | $44,000 | +10.0% | 1,418 | +9.1% | 0.01% | 0.0% |
D | Sell | DOMINION ENERGY INC | $44,000 | -46.3% | 560 | -50.0% | 0.01% | -50.0% |
ILMN | ILLUMINA INC | $45,000 | -4.3% | 117 | 0.0% | 0.01% | -15.4% | |
IDNA | ISHARES TRgenomics immun | $44,000 | -13.7% | 1,005 | 0.0% | 0.01% | -21.4% | |
ARCC | Sell | ARES CAPITAL CORP | $45,000 | -13.5% | 2,106 | -18.2% | 0.01% | -21.4% |
LTC | LTC PPTYS INC | $43,000 | +7.5% | 1,248 | 0.0% | 0.01% | -9.1% | |
AY | ATLANTICA SUSTAINABLE INFR P | $43,000 | +4.9% | 1,200 | 0.0% | 0.01% | -9.1% | |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $42,000 | +10.5% | 393 | 0.0% | 0.01% | 0.0% | |
SWAN | AMPLIFY ETF TRblackswan grwt | $42,000 | 0.0% | 1,223 | 0.0% | 0.01% | -9.1% | |
TTM | TATA MTRS LTDsponsored adr | $43,000 | +43.3% | 1,355 | 0.0% | 0.01% | +25.0% | |
AVGO | BROADCOM INC | $43,000 | +34.4% | 65 | 0.0% | 0.01% | +11.1% | |
HSBC | HSBC HLDGS PLCspon adr new | $42,000 | +13.5% | 1,400 | 0.0% | 0.01% | 0.0% | |
DRSK | ETF SER SOLUTIONSaptus defined | $40,000 | 0.0% | 1,400 | 0.0% | 0.01% | -9.1% | |
ENB | Buy | ENBRIDGE INC | $40,000 | +100.0% | 1,034 | +103.9% | 0.01% | +100.0% |
PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $42,000 | 0.0% | 2,773 | 0.0% | 0.01% | -9.1% | |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $42,000 | -61.8% | 396 | -64.5% | 0.01% | -66.7% |
New | RIVIAN AUTOMOTIVE INC | $41,000 | – | 395 | +100.0% | 0.01% | – | |
EWU | ISHARES TRmsci uk etf new | $43,000 | +2.4% | 1,300 | 0.0% | 0.01% | -9.1% | |
SNA | SNAP ON INC | $43,000 | +2.4% | 200 | 0.0% | 0.01% | -9.1% | |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $40,000 | +344.4% | 586 | +312.7% | 0.01% | +400.0% |
UAA | UNDER ARMOUR INCcl a | $42,000 | +5.0% | 2,000 | 0.0% | 0.01% | -9.1% | |
NVCR | Sell | NOVOCURE LTD | $38,000 | -41.5% | 500 | -10.4% | 0.01% | -50.0% |
TU | TELUS CORPORATION | $38,000 | +8.6% | 1,600 | 0.0% | 0.01% | -10.0% | |
VTV | VANGUARD INDEX FDSvalue etf | $36,000 | +5.9% | 248 | 0.0% | 0.01% | 0.0% | |
BYLD | New | ISHARES TRyld optim bd | $36,000 | – | 1,440 | +100.0% | 0.01% | – |
SIVB | SVB FINANCIAL GROUP | $39,000 | +2.6% | 58 | 0.0% | 0.01% | -10.0% | |
CNI | CANADIAN NATL RY CO | $36,000 | +5.9% | 290 | 0.0% | 0.01% | 0.0% | |
CMI | Buy | CUMMINS INC | $36,000 | +5.9% | 165 | +10.0% | 0.01% | 0.0% |
MAR | MARRIOTT INTL INC NEWcl a | $38,000 | +11.8% | 230 | 0.0% | 0.01% | 0.0% | |
PEAK | HEALTHPEAK PROPERTIES INC | $36,000 | +9.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
BND | VANGUARD BD INDEX FDStotal bnd mrkt | $37,000 | 0.0% | 435 | 0.0% | 0.01% | -10.0% | |
MGC | VANGUARD WORLD FDmega cap index | $35,000 | +9.4% | 210 | 0.0% | 0.01% | -11.1% | |
IP | INTERNATIONAL PAPER CO | $32,000 | -15.8% | 684 | 0.0% | 0.01% | -20.0% | |
O | REALTY INCOME CORP | $32,000 | +10.3% | 450 | 0.0% | 0.01% | 0.0% | |
MPW | MEDICAL PPTYS TRUST INC | $32,000 | +18.5% | 1,350 | 0.0% | 0.01% | +14.3% | |
GL | GLOBE LIFE INC | $35,000 | +6.1% | 375 | 0.0% | 0.01% | -11.1% | |
NEM | NEWMONT CORP | $33,000 | +13.8% | 530 | 0.0% | 0.01% | 0.0% | |
LXP | Buy | LXP INDUSTRIAL TRUST | $32,000 | +77.8% | 2,060 | +47.1% | 0.01% | +60.0% |
SHY | ISHARES TR1 3 yr treas bd | $34,000 | 0.0% | 400 | 0.0% | 0.01% | -11.1% | |
COUP | COUPA SOFTWARE INC | $32,000 | -27.3% | 200 | 0.0% | 0.01% | -33.3% | |
MELI | MERCADOLIBRE INC | $34,000 | -19.0% | 25 | 0.0% | 0.01% | -27.3% | |
DGX | QUEST DIAGNOSTICS INC | $35,000 | +20.7% | 200 | 0.0% | 0.01% | 0.0% | |
STOR | STORE CAP CORP | $34,000 | +6.2% | 1,000 | 0.0% | 0.01% | -11.1% | |
CSTR | CAPSTAR FINL HLDGS INC | $30,000 | 0.0% | 1,432 | 0.0% | 0.01% | -12.5% | |
QS | Buy | QUANTUMSCAPE CORP | $30,000 | +130.8% | 1,365 | +148.2% | 0.01% | +75.0% |
DRI | DARDEN RESTAURANTS INC | $28,000 | 0.0% | 188 | 0.0% | 0.01% | -12.5% | |
DVY | ISHARES TRselect divid etf | $30,000 | +7.1% | 246 | 0.0% | 0.01% | -12.5% | |
RYAN SPECIALTY GROUP HLDGS Icl a | $27,000 | +17.4% | 665 | 0.0% | 0.01% | +16.7% | ||
KRA | KRATON CORP | $28,000 | +3.7% | 600 | 0.0% | 0.01% | 0.0% | |
STLA | STELLANTIS N.V | $28,000 | -3.4% | 1,500 | 0.0% | 0.01% | -12.5% | |
WTRG | ESSENTIAL UTILS INC | $30,000 | +15.4% | 561 | 0.0% | 0.01% | 0.0% | |
DOV | DOVER CORP | $28,000 | +16.7% | 156 | 0.0% | 0.01% | 0.0% | |
PFG | PRINCIPAL FINANCIAL GROUP IN | $29,000 | +11.5% | 400 | 0.0% | 0.01% | 0.0% | |
TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $29,000 | -17.1% | 3,560 | 0.0% | 0.01% | -30.0% | |
IHE | ISHARES TRu.s. pharma etf | $30,000 | +11.1% | 150 | 0.0% | 0.01% | 0.0% | |
KOMP | SPDR SER TRs&p kensho new | $27,000 | -3.6% | 460 | 0.0% | 0.01% | -12.5% | |
SMBK | Sell | SMARTFINANCIAL INC | $28,000 | -30.0% | 1,039 | -32.5% | 0.01% | -36.4% |
SPHY | New | SPDR SER TRportfli high yld | $30,000 | – | 1,125 | +100.0% | 0.01% | – |
ACN | New | ACCENTURE PLC IRELAND | $31,000 | – | 75 | +100.0% | 0.01% | – |
BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $29,000 | +16.0% | 475 | 0.0% | 0.01% | 0.0% | |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $31,000 | -24.4% | 560 | -29.1% | 0.01% | -36.4% |
ZNGA | ZYNGA INCcl a | $31,000 | -16.2% | 4,920 | 0.0% | 0.01% | -30.0% | |
RDFN | REDFIN CORP | $27,000 | -22.9% | 700 | 0.0% | 0.01% | -30.0% | |
FIVG | ETF SER SOLUTIONSdefiance next | $31,000 | +14.8% | 740 | 0.0% | 0.01% | 0.0% | |
MUA | BLACKROCK MUNIASSETS FD INC | $30,000 | 0.0% | 2,000 | 0.0% | 0.01% | -12.5% | |
MUB | ISHARES TRnational mun etf | $31,000 | 0.0% | 266 | 0.0% | 0.01% | -12.5% | |
OTIS | Buy | OTIS WORLDWIDE CORP | $30,000 | +114.3% | 339 | +103.0% | 0.01% | +75.0% |
NTAP | NETAPP INC | $28,000 | +3.7% | 305 | 0.0% | 0.01% | 0.0% | |
VGR | VECTOR GROUP LTD | $30,000 | -9.1% | 2,600 | 0.0% | 0.01% | -22.2% | |
BAX | New | BAXTER INTL INC | $28,000 | – | 325 | +100.0% | 0.01% | – |
ETY | EATON VANCE TAX-MANAGED DIVE | $30,000 | +7.1% | 2,000 | 0.0% | 0.01% | -12.5% | |
TGT | Buy | TARGET CORP | $28,000 | +3.7% | 122 | +2.5% | 0.01% | 0.0% |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $24,000 | -33.3% | 133 | -4.3% | 0.01% | -40.0% |
OGN | Sell | ORGANON & CO | $25,000 | -10.7% | 830 | -2.6% | 0.01% | -25.0% |
TER | New | TERADYNE INC | $25,000 | – | 152 | +100.0% | 0.01% | – |
DKNG | Sell | DRAFTKINGS INC | $25,000 | -43.2% | 900 | -0.4% | 0.01% | -50.0% |
NVR | New | NVR INC | $24,000 | – | 4 | +100.0% | 0.01% | – |
EOT | EATON VANCE NATL MUN OPPORT | $24,000 | -4.0% | 1,075 | 0.0% | 0.01% | -14.3% | |
AL | AIR LEASE CORPcl a | $24,000 | +14.3% | 540 | 0.0% | 0.01% | 0.0% | |
VXF | VANGUARD INDEX FDSextend mkt etf | $24,000 | 0.0% | 131 | 0.0% | 0.01% | -14.3% | |
FLO | New | FLOWERS FOODS INC | $26,000 | – | 960 | +100.0% | 0.01% | – |
ED | Buy | CONSOLIDATED EDISON INC | $23,000 | +109.1% | 275 | +83.3% | 0.01% | +100.0% |
WY | Buy | WEYERHAEUSER CO MTN BE | $26,000 | +44.4% | 633 | +26.6% | 0.01% | +20.0% |
PFFD | GLOBAL X FDSus pfd etf | $26,000 | 0.0% | 1,000 | 0.0% | 0.01% | -14.3% | |
IWM | New | ISHARES TRrussell 2000 etf | $25,000 | – | 110 | +100.0% | 0.01% | – |
C | CITIGROUP INC | $25,000 | -13.8% | 408 | 0.0% | 0.01% | -25.0% | |
SFIX | Sell | STITCH FIX INC | $24,000 | -58.6% | 1,282 | -11.7% | 0.01% | -62.5% |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $23,000 | +9.5% | 188 | 0.0% | 0.01% | 0.0% | |
GD | GENERAL DYNAMICS CORP | $25,000 | +8.7% | 118 | 0.0% | 0.01% | 0.0% | |
VBR | VANGUARD INDEX FDSsm cp val etf | $25,000 | +4.2% | 140 | 0.0% | 0.01% | -14.3% | |
EXC | EXELON CORP | $23,000 | +21.1% | 400 | 0.0% | 0.01% | +20.0% | |
COF | CAPITAL ONE FINL CORP | $25,000 | -10.7% | 175 | 0.0% | 0.01% | -25.0% | |
NIO | Sell | NIO INCspon ads | $23,000 | -43.9% | 728 | -36.9% | 0.01% | -45.5% |
SLB | SCHLUMBERGER LTD | $20,000 | 0.0% | 675 | 0.0% | 0.01% | 0.0% | |
GLW | CORNING INC | $19,000 | +5.6% | 500 | 0.0% | 0.01% | 0.0% | |
TTE | TOTALENERGIES SEsponsored ads | $22,000 | +4.8% | 435 | 0.0% | 0.01% | -16.7% | |
COIN | Buy | COINBASE GLOBAL INC | $20,000 | +66.7% | 79 | +46.3% | 0.01% | +66.7% |
CFG | CITIZENS FINL GROUP INC | $19,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
CIM | CHIMERA INVT CORP | $21,000 | 0.0% | 1,400 | 0.0% | 0.01% | -16.7% | |
QUAL | ISHARES TRmsci usa qlt fct | $20,000 | +11.1% | 135 | 0.0% | 0.01% | 0.0% | |
WBA | WALGREENS BOOTS ALLIANCE INC | $22,000 | +10.0% | 430 | 0.0% | 0.01% | 0.0% | |
EWS | ISHARES INCmsci singpor etf | $21,000 | -4.5% | 975 | 0.0% | 0.01% | -16.7% | |
LRGF | ISHARES TRmsci usa multift | $19,000 | +11.8% | 400 | 0.0% | 0.01% | 0.0% | |
CE | CELANESE CORP DEL | $22,000 | +15.8% | 129 | 0.0% | 0.01% | 0.0% | |
PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $20,000 | +5.3% | 106 | 0.0% | 0.01% | 0.0% | |
KMX | CARMAX INC | $19,000 | 0.0% | 145 | 0.0% | 0.01% | 0.0% | |
SUM | SUMMIT MATLS INCcl a | $19,000 | +26.7% | 469 | 0.0% | 0.01% | +25.0% | |
SYK | STRYKER CORPORATION | $19,000 | +5.6% | 70 | 0.0% | 0.01% | 0.0% | |
LDOS | LEIDOS HOLDINGS INC | $19,000 | -5.0% | 210 | 0.0% | 0.01% | 0.0% | |
BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $19,000 | 0.0% | 339 | 0.0% | 0.01% | 0.0% | |
MRVL | MARVELL TECHNOLOGY INC | $22,000 | +46.7% | 252 | 0.0% | 0.01% | +25.0% | |
MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $20,000 | +17.6% | 228 | +100.0% | 0.01% | 0.0% |
NBIX | NEUROCRINE BIOSCIENCES INC | $22,000 | -12.0% | 260 | 0.0% | 0.01% | -28.6% | |
ZTS | ZOETIS INCcl a | $20,000 | +25.0% | 84 | 0.0% | 0.01% | +25.0% | |
GSBD | GOLDMAN SACHS BDC INC | $21,000 | +5.0% | 1,100 | 0.0% | 0.01% | 0.0% | |
LIT | GLOBAL X FDSlithium btry etf | $19,000 | +5.6% | 220 | 0.0% | 0.01% | 0.0% | |
UVV | UNIVERSAL CORP VA | $22,000 | +10.0% | 409 | 0.0% | 0.01% | 0.0% | |
DJUL | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $20,000 | 0.0% | 605 | 0.0% | 0.01% | 0.0% | |
NOBL | PROSHARES TRs&p 500 dv arist | $20,000 | +11.1% | 200 | 0.0% | 0.01% | 0.0% | |
VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $15,000 | +7.1% | 204 | 0.0% | 0.00% | 0.0% | |
VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $16,000 | 0.0% | 172 | 0.0% | 0.00% | 0.0% | |
XLRE | SELECT SECTOR SPDR TRrl est sel sec | $15,000 | +15.4% | 287 | 0.0% | 0.00% | 0.0% | |
IUSG | ISHARES TRcore s&p us gwt | $18,000 | +12.5% | 155 | 0.0% | 0.00% | 0.0% | |
GH | Buy | GUARDANT HEALTH INC | $18,000 | -5.3% | 183 | +19.6% | 0.00% | -20.0% |
YUMC | YUM CHINA HLDGS INC | $15,000 | -11.8% | 301 | 0.0% | 0.00% | -20.0% | |
APPN | Buy | APPIAN CORPcl a | $18,000 | +38.5% | 275 | +92.3% | 0.00% | 0.0% |
NYCB | NEW YORK CMNTY BANCORP INC | $16,000 | -5.9% | 1,300 | 0.0% | 0.00% | -20.0% | |
IPAY | New | ETF MANAGERS TRprime mobile pay | $17,000 | – | 300 | +100.0% | 0.00% | – |
BHK | New | BLACKROCK CORE BD TR | $17,000 | – | 1,000 | +100.0% | 0.00% | – |
MDB | Buy | MONGODB INCcl a | $18,000 | +63.6% | 34 | +41.7% | 0.00% | +33.3% |
NUSI | ETF SER SOLUTIONSnationwide nasdq | $15,000 | 0.0% | 537 | 0.0% | 0.00% | 0.0% | |
MKC | Buy | MCCORMICK & CO INC | $15,000 | +25.0% | 154 | +0.7% | 0.00% | +33.3% |
TWTR | TWITTER INC | $17,000 | -29.2% | 399 | 0.0% | 0.00% | -42.9% | |
DD | DUPONT DE NEMOURS INC | $16,000 | +23.1% | 192 | 0.0% | 0.00% | 0.0% | |
EQR | EQUITY RESIDENTIALsh ben int | $15,000 | +15.4% | 164 | 0.0% | 0.00% | 0.0% | |
ESE | New | ESCO TECHNOLOGIES INC | $18,000 | – | 200 | +100.0% | 0.00% | – |
MDC | M D C HLDGS INC | $16,000 | +14.3% | 291 | 0.0% | 0.00% | 0.0% | |
IEF | ISHARES TRbarclays 7 10 yr | $16,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% | |
FFTY | INNOVATOR ETFS TRibd 50 etf | $17,000 | 0.0% | 365 | 0.0% | 0.00% | -20.0% | |
New | DOUGLAS ELLIMAN INC | $15,000 | – | 1,299 | +100.0% | 0.00% | – | |
KR | KROGER CO | $18,000 | +12.5% | 400 | 0.0% | 0.00% | 0.0% | |
IVE | Sell | ISHARES TRs&p 500 val etf | $15,000 | -68.1% | 94 | -71.0% | 0.00% | -69.2% |
IBB | ISHARES TRishares biotech | $16,000 | -5.9% | 105 | 0.0% | 0.00% | -20.0% | |
ISRG | Buy | INTUITIVE SURGICAL INC | $18,000 | +50.0% | 51 | +325.0% | 0.00% | +33.3% |
JPIB | New | J P MORGAN EXCHANGE-TRADED Fintl bd opp etf | $15,000 | – | 294 | +100.0% | 0.00% | – |
IUSB | ISHARES TRcore total usd | $16,000 | 0.0% | 307 | 0.0% | 0.00% | 0.0% | |
BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $15,000 | – | 679 | +100.0% | 0.00% | – |
STIP | ISHARES TR0-5 yr tips etf | $16,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% | |
CHWY | Buy | CHEWY INCcl a | $18,000 | +157.1% | 300 | +200.0% | 0.00% | +100.0% |
EXPE | EXPEDIA GROUP INC | $17,000 | +6.2% | 96 | 0.0% | 0.00% | 0.0% | |
RGEN | Buy | REPLIGEN CORP | $15,000 | +114.3% | 55 | +120.0% | 0.00% | +100.0% |
IGIB | ISHARES TR | $16,000 | 0.0% | 271 | 0.0% | 0.00% | 0.0% | |
TRI | THOMSON REUTERS CORP. | $17,000 | +6.2% | 141 | 0.0% | 0.00% | 0.0% | |
QABA | FIRST TR NASDAQ ABA CMNTY BK | $18,000 | +5.9% | 305 | 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% | |
TEL | TE CONNECTIVITY LTD | $16,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% | |
STZ | CONSTELLATION BRANDS INCcl a | $16,000 | +23.1% | 63 | 0.0% | 0.00% | 0.0% | |
IAU | GOLD TRishares new | $17,000 | 0.0% | 500 | 0.0% | 0.00% | -20.0% | |
XLF | SELECT SECTOR SPDR TRfinancial | $17,000 | +6.2% | 430 | 0.0% | 0.00% | 0.0% | |
JQC | New | NUVEEN CR STRATEGIES INCOME | $16,000 | – | 2,500 | +100.0% | 0.00% | – |
ZBH | ZIMMER BIOMET HOLDINGS INC | $15,000 | -11.8% | 119 | 0.0% | 0.00% | -20.0% | |
AFL | AFLAC INC | $13,000 | +8.3% | 224 | 0.0% | 0.00% | 0.0% | |
ARKK | ARK ETF TRinnovation etf | $14,000 | -17.6% | 152 | 0.0% | 0.00% | -40.0% | |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $14,000 | +7.7% | 230 | 0.0% | 0.00% | -25.0% | |
CAH | CARDINAL HEALTH INC | $13,000 | +8.3% | 250 | 0.0% | 0.00% | 0.0% | |
CNP | CENTERPOINT ENERGY INC | $14,000 | +16.7% | 500 | 0.0% | 0.00% | 0.0% | |
DAR | New | DARLING INGREDIENTS INC | $14,000 | – | 200 | +100.0% | 0.00% | – |
ET | Sell | ENERGY TRANSFER L P | $14,000 | -22.2% | 1,728 | -8.0% | 0.00% | -40.0% |
FBHS | FORTUNE BRANDS HOME & SEC IN | $11,000 | +22.2% | 103 | 0.0% | 0.00% | +50.0% | |
GPK | GRAPHIC PACKAGING HLDG CO | $12,000 | 0.0% | 620 | 0.0% | 0.00% | 0.0% | |
JKHY | HENRY JACK & ASSOC INC | $11,000 | +10.0% | 63 | 0.0% | 0.00% | 0.0% | |
IRBT | Buy | IROBOT CORP | $11,000 | +22.2% | 168 | +42.4% | 0.00% | +50.0% |
IGV | ISHARES TRexpanded tech | $14,000 | 0.0% | 36 | 0.0% | 0.00% | -25.0% | |
USIG | ISHARES TRusd inv grde etf | $12,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% | |
LHX | L3HARRIS TECHNOLOGIES INC | $12,000 | -7.7% | 58 | 0.0% | 0.00% | -25.0% | |
MAN | MANPOWERGROUP INC WIS | $12,000 | -14.3% | 125 | 0.0% | 0.00% | -25.0% | |
MSI | MOTOROLA SOLUTIONS INC | $11,000 | +22.2% | 39 | 0.0% | 0.00% | +50.0% | |
PLD | PROLOGIS INC. | $11,000 | +37.5% | 63 | 0.0% | 0.00% | +50.0% | |
REGN | Sell | REGENERON PHARMACEUTICALS | $13,000 | -85.2% | 20 | -86.2% | 0.00% | -87.5% |
RDSA | ROYAL DUTCH SHELL PLCspons adr a | $13,000 | 0.0% | 300 | 0.0% | 0.00% | -25.0% | |
XBI | SPDR SER TRs&p biotech | $11,000 | -15.4% | 101 | 0.0% | 0.00% | -25.0% | |
SE | SEA LTDsponsord ads | $13,000 | -27.8% | 56 | 0.0% | 0.00% | -40.0% | |
TDOC | Buy | TELADOC HEALTH INC | $12,000 | -14.3% | 126 | +13.5% | 0.00% | -25.0% |
TLRY | TILRAY INC | $12,000 | -40.0% | 1,740 | 0.0% | 0.00% | -40.0% | |
USB | US BANCORP DEL | $12,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
UPST | Buy | UPSTART HLDGS INC | $13,000 | -35.0% | 86 | +38.7% | 0.00% | -40.0% |
VALE | VALE S Asponsored ads | $12,000 | 0.0% | 830 | 0.0% | 0.00% | 0.0% | |
REMX | New | VANECK ETF TRUSTrare earth/strtg | $11,000 | – | 100 | +100.0% | 0.00% | – |
VIAC | VIACOMCBS INCcl b | $11,000 | -21.4% | 350 | 0.0% | 0.00% | -25.0% | |
WM | New | WASTE MGMT INC DEL | $12,000 | – | 70 | +100.0% | 0.00% | – |
WHR | WHIRLPOOL CORP | $12,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% | |
JCI | Buy | JOHNSON CTLS INTL PLC | $13,000 | +30.0% | 159 | +11.2% | 0.00% | 0.0% |
LBTYA | LIBERTY GLOBAL PLC | $11,000 | -8.3% | 400 | 0.0% | 0.00% | 0.0% | |
GRMN | GARMIN LTD | $11,000 | -15.4% | 82 | 0.0% | 0.00% | -25.0% | |
DSX | Sell | DIANA SHIPPING INC | $11,000 | -84.9% | 2,810 | -78.1% | 0.00% | -85.0% |
ERTH | INVESCO EXCHANGE TRADED FD Tinvesco msci | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
INGR | INGREDION INC | $7,000 | +16.7% | 70 | 0.0% | 0.00% | 0.0% | |
CPNG | Buy | COUPANG INCcl a | $10,000 | +150.0% | 340 | +142.9% | 0.00% | +100.0% |
PNC | PNC FINL SVCS GROUP INC | $10,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
ANTM | ANTHEM INC | $9,000 | +28.6% | 20 | 0.0% | 0.00% | 0.0% | |
OXY | OCCIDENTAL PETE CORP | $8,000 | 0.0% | 276 | 0.0% | 0.00% | 0.0% | |
ASML | ASML HOLDING N V | $8,000 | +14.3% | 10 | 0.0% | 0.00% | 0.0% | |
STAA | STAAR SURGICAL CO | $8,000 | -33.3% | 91 | 0.0% | 0.00% | -33.3% | |
FVRR | FIVERR INTL LTD | $7,000 | -36.4% | 60 | 0.0% | 0.00% | -33.3% | |
HOG | HARLEY DAVIDSON INC | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
HPQ | HP INC | $7,000 | +40.0% | 189 | 0.0% | 0.00% | +100.0% | |
LPX | LOUISIANA PAC CORP | $7,000 | +40.0% | 88 | 0.0% | 0.00% | +100.0% | |
APD | AIR PRODS & CHEMS INC | $8,000 | +33.3% | 25 | 0.0% | 0.00% | 0.0% | |
CTVA | CORTEVA INC | $9,000 | +12.5% | 192 | 0.0% | 0.00% | 0.0% | |
IYR | Sell | ISHARES TRu.s. real es etf | $8,000 | -11.1% | 67 | -26.4% | 0.00% | 0.0% |
EFAV | ISHARES TRmsci eafe min vl | $8,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% | |
PPG | PPG INDS INC | $9,000 | +12.5% | 55 | 0.0% | 0.00% | 0.0% | |
EL | LAUDER ESTEE COS INCcl a | $7,000 | +16.7% | 20 | 0.0% | 0.00% | 0.0% | |
WCN | New | WASTE CONNECTIONS INC | $8,000 | – | 62 | +100.0% | 0.00% | – |
RCL | New | ROYAL CARIBBEAN GROUP | $8,000 | – | 100 | +100.0% | 0.00% | – |
TT | TRANE TECHNOLOGIES PLC | $8,000 | +14.3% | 38 | 0.0% | 0.00% | 0.0% | |
KRBN | New | KRANESHARES TRglobal carb stra | $8,000 | – | 150 | +100.0% | 0.00% | – |
GIS | GENERAL MLS INC | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
KHC | KRAFT HEINZ CO | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $9,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
ZEN | Buy | ZENDESK INC | $8,000 | +60.0% | 72 | +71.4% | 0.00% | +100.0% |
SUNL | Sell | SUNLIGHT FINANCIAL HOLDINGS | $10,000 | -52.4% | 2,000 | -50.0% | 0.00% | -66.7% |
JEF | New | JEFFERIES FINL GROUP INC | $8,000 | – | 200 | +100.0% | 0.00% | – |
DAUG | FIRST TR EXCHNG TRADED FD VIvest us deep | $8,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% | |
RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $7,000 | – | 135 | +100.0% | 0.00% | – |
BCS | BARCLAYS PLCadr | $7,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
CVGI | COMMERCIAL VEH GROUP INC | $9,000 | -10.0% | 1,055 | 0.0% | 0.00% | -33.3% | |
FUTY | FIDELITY COVINGTON TRUSTmsci utils index | $8,000 | +14.3% | 173 | 0.0% | 0.00% | 0.0% | |
FAST | FASTENAL CO | $7,000 | +40.0% | 105 | 0.0% | 0.00% | +100.0% | |
PAYC | New | PAYCOM SOFTWARE INC | $8,000 | – | 20 | +100.0% | 0.00% | – |
FSLY | Sell | FASTLY INCcl a | $7,000 | -58.8% | 185 | -56.7% | 0.00% | -60.0% |
BMO | BANK MONTREAL QUE | $7,000 | +16.7% | 65 | 0.0% | 0.00% | 0.0% | |
KLAC | New | KLA CORP | $9,000 | – | 21 | +100.0% | 0.00% | – |
EA | ELECTRONIC ARTS INC | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
SWKS | New | SKYWORKS SOLUTIONS INC | $10,000 | – | 64 | +100.0% | 0.00% | – |
EPR | EPR PPTYS | $8,000 | 0.0% | 163 | 0.0% | 0.00% | 0.0% | |
IJJ | ISHARES TRs&p mc 400vl etf | $6,000 | +20.0% | 53 | 0.0% | 0.00% | 0.0% | |
New | NEXTDOOR HOLDINGS INC | $6,000 | – | 746 | +100.0% | 0.00% | – | |
PPL | PPL CORP | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
IQV | IQVIA HLDGS INC | $6,000 | 0.0% | 23 | 0.0% | 0.00% | -50.0% | |
CZA | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
IPGP | New | IPG PHOTONICS CORP | $6,000 | – | 35 | +100.0% | 0.00% | – |
HUBB | HUBBELL INC | $6,000 | +20.0% | 28 | 0.0% | 0.00% | 0.0% | |
SNY | SANOFIsponsored adr | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
HMC | HONDA MOTOR LTD | $3,000 | -25.0% | 119 | 0.0% | 0.00% | 0.0% | |
HLT | HILTON WORLDWIDE HLDGS INC | $4,000 | +33.3% | 26 | 0.0% | 0.00% | 0.0% | |
LAC | New | LITHIUM AMERS CORP NEW | $5,000 | – | 176 | +100.0% | 0.00% | – |
GPI | New | GROUP 1 AUTOMOTIVE INC | $6,000 | – | 32 | +100.0% | 0.00% | – |
SIMO | SILICON MOTION TECHNOLOGY COsponsored adr | $4,000 | +33.3% | 45 | 0.0% | 0.00% | 0.0% | |
LEVI | LEVI STRAUSS & CO NEW | $3,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
GT | New | GOODYEAR TIRE & RUBR CO | $6,000 | – | 265 | +100.0% | 0.00% | – |
CLOU | New | GLOBAL X FDS | $5,000 | – | 200 | +100.0% | 0.00% | – |
New | SK TELECOM LTDsponsored adr | $3,000 | – | 99 | +100.0% | 0.00% | – | |
New | KYNDRYL HLDGS INC | $3,000 | – | 166 | +100.0% | 0.00% | – | |
FTK | New | FLOTEK INDS INC DEL | $6,000 | – | 5,000 | +100.0% | 0.00% | – |
KEY | KEYCORP | $4,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% | |
ARKG | Buy | ARK ETF TRgenomic rev etf | $6,000 | +50.0% | 90 | +80.0% | 0.00% | 0.0% |
SKYY | New | FIRST TR EXCHANGE TRADED FD | $5,000 | – | 50 | +100.0% | 0.00% | – |
SIX | New | SIX FLAGS ENTMT CORP NEW | $4,000 | – | 86 | +100.0% | 0.00% | – |
VTIP | VANGUARD MALVERN FDSstrm infproidx | $5,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
KT | KT CORPsponsored adr | $4,000 | 0.0% | 303 | 0.0% | 0.00% | 0.0% | |
EDIT | Sell | EDITAS MEDICINE INC | $5,000 | -50.0% | 205 | -18.0% | 0.00% | -66.7% |
EBAY | New | EBAY INC. | $5,000 | – | 75 | +100.0% | 0.00% | – |
VGT | VANGUARD WORLD FDSinf tech etf | $4,000 | +33.3% | 8 | 0.0% | 0.00% | 0.0% | |
ITEQ | New | ETF MANAGERS TRbluestar israel | $6,000 | – | 100 | +100.0% | 0.00% | – |
MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $3,000 | -40.0% | 265 | -17.2% | 0.00% | 0.0% |
HACK | New | ETF MANAGERS TRprime cybr scrty | $6,000 | – | 100 | +100.0% | 0.00% | – |
DVAX | DYNAVAX TECHNOLOGIES CORP | $4,000 | -33.3% | 300 | 0.0% | 0.00% | -50.0% | |
DELL | DELL TECHNOLOGIES INCcl c | $6,000 | -50.0% | 115 | 0.0% | 0.00% | -66.7% | |
SKILWS | SKILLSOFT CORP*w exp 06/11/202 | $4,000 | -20.0% | 1,950 | 0.0% | 0.00% | 0.0% | |
CAG | CONAGRA BRANDS INC | $3,000 | 0.0% | 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% | |
ESGU | ISHARES TResg awr msci usa | $4,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
VTRS | Sell | VIATRIS INC | $3,000 | -50.0% | 205 | -54.6% | 0.00% | -50.0% |
VLUE | ISHARES TRmsci usa value | $5,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
SQFT | PRESIDIO PPTY TR INC | $5,000 | 0.0% | 1,378 | 0.0% | 0.00% | 0.0% | |
CC | CHEMOURS CO | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
VMW | New | VMWARE INC | $6,000 | – | 50 | +100.0% | 0.00% | – |
TELL | TELLURIAN INC NEW | $3,000 | -25.0% | 980 | 0.0% | 0.00% | 0.0% | |
WAB | WABTEC | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
SKLZ | SKILLZ INC | $3,000 | -25.0% | 400 | 0.0% | 0.00% | 0.0% | |
ASX | New | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $6,000 | – | 742 | +100.0% | 0.00% | – |
CCL | Sell | CARNIVAL CORP | $4,000 | -42.9% | 200 | -29.6% | 0.00% | -50.0% |
CGC | Sell | CANOPY GROWTH CORP | $6,000 | -66.7% | 635 | -50.4% | 0.00% | -80.0% |
CM | CANADIAN IMP BK COMM | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
MVO | MV OIL TRtr units | $5,000 | 0.0% | 550 | 0.0% | 0.00% | 0.0% | |
YCBD | Buy | CBDMD INC | $3,000 | +50.0% | 3,000 | +200.0% | 0.00% | 0.0% |
BHF | BRIGHTHOUSE FINL INC | $3,000 | +50.0% | 53 | 0.0% | 0.00% | 0.0% | |
BL | BLACKLINE INC | $4,000 | -20.0% | 42 | 0.0% | 0.00% | 0.0% | |
IAT | ISHARES TRus regnl bks etf | $5,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
GOLD | Sell | BARRICK GOLD CORP | $5,000 | -44.4% | 272 | -45.6% | 0.00% | -50.0% |
GRN | New | BARCLAYS BANK PLCetn 49 | $4,000 | – | 115 | +100.0% | 0.00% | – |
BNS | BANK NOVA SCOTIA B C | $6,000 | +20.0% | 85 | 0.0% | 0.00% | 0.0% | |
ITA | ISHARES TRus aer def etf | $6,000 | 0.0% | 60 | 0.0% | 0.00% | -50.0% | |
ADSK | New | AUTODESK INC | $3,000 | – | 10 | +100.0% | 0.00% | – |
PLTR | PALANTIR TECHNOLOGIES INCcl a | $5,000 | -28.6% | 276 | 0.0% | 0.00% | -50.0% | |
FERG | FERGUSON PLC NEW | $4,000 | +33.3% | 20 | 0.0% | 0.00% | 0.0% | |
SNOW | SNOWFLAKE INCcl a | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
ABNB | Sell | AIRBNB INC | $5,000 | -37.5% | 30 | -34.8% | 0.00% | -50.0% |
AEM | AGNICO EAGLE MINES LTD | $3,000 | +50.0% | 48 | 0.0% | 0.00% | 0.0% | |
RY | ROYAL BK CDA | $4,000 | +33.3% | 35 | 0.0% | 0.00% | 0.0% | |
ALC | ALCON AG | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
TIMB | TIM S Asponsored adr | $3,000 | 0.0% | 285 | 0.0% | 0.00% | 0.0% | |
AAP | New | ADVANCE AUTO PARTS INC | $5,000 | – | 20 | +100.0% | 0.00% | – |
ASH | New | ASHLAND GLOBAL HLDGS INC | $2,000 | – | 20 | +100.0% | 0.00% | – |
OTIC | OTONOMY INC | $1,000 | 0.0% | 656 | 0.0% | 0.00% | – | |
New | ORION OFFICE REIT INC | $1,000 | – | 45 | +100.0% | 0.00% | – | |
ONVO | New | ORGANOVO HLDGS INC | $0 | – | 3 | +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% | – | |
NOK | NOKIA CORPsponsored adr | $2,000 | 0.0% | 300 | 0.0% | 0.00% | -100.0% | |
MPLNWS | MULTIPLAN CORPORATION*w exp 02/13/202 | $0 | – | 260 | 0.0% | 0.00% | – | |
MPLN | MULTIPLAN CORPORATION | $0 | – | 10 | 0.0% | 0.00% | – | |
SITC | SITE CTRS CORP | $1,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
SKIL | SKILLSOFT CORPcl a | $2,000 | 0.0% | 195 | 0.0% | 0.00% | -100.0% | |
SNAP | New | SNAP INCcl a | $0 | – | 2 | +100.0% | 0.00% | – |
RIDE | LORDSTOWN MOTORS CORP | $2,000 | -60.0% | 600 | 0.0% | 0.00% | -100.0% | |
LUV | SOUTHWEST AIRLS CO | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
L | LOEWS CORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
YVR | LIQUID MEDIA GROUP LTD NEW | $1,000 | -50.0% | 1,000 | 0.0% | 0.00% | -100.0% | |
LMND | LEMONADE INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
New | SYLVAMO CORP | $2,000 | – | 61 | +100.0% | 0.00% | – | |
FALN | ISHARES TRfaln angls usd | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
ESGE | ISHARES INCesg awr msci em | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
COMT | ISHARES U S ETF TRgsci cmdty stgy | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
EFG | ISHARES TReafe grwth etf | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
EFV | ISHARES TReafe value etf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
IHI | ISHARES TRu.s. med dvc etf | $0 | – | 6 | 0.0% | 0.00% | – | |
SUB | ISHARES TRshrt nat mun etf | $2,000 | 0.0% | 23 | 0.0% | 0.00% | -100.0% | |
DDD | New | 3-D SYS CORP DEL | $2,000 | – | 70 | +100.0% | 0.00% | – |
SOXX | ISHARES TRishares semicdtr | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
TLT | ISHARES TR20 yr tr bd etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
IXN | ISHARES TRglobal tech etf | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
HSII | New | HEIDRICK & STRUGGLES INTL IN | $1,000 | – | 32 | +100.0% | 0.00% | – |
HSTM | HEALTHSTREAM INC | $1,000 | 0.0% | 21 | 0.0% | 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% | – | |
UTI | New | UNIVERSAL TECHNICAL INST INC | $1,000 | – | 117 | +100.0% | 0.00% | – |
GINKGO BIOWORKS HOLDINGS INC*w exp 08/01/202 | $0 | – | 100 | 0.0% | 0.00% | – | ||
GEVO | GEVO INC | $0 | – | 57 | 0.0% | 0.00% | – | |
VVV | New | VALVOLINE INC | $2,000 | – | 53 | +100.0% | 0.00% | – |
GTX | GARRETT MOTION INC | $0 | – | 10 | 0.0% | 0.00% | – | |
FVE | FIVE STAR SENIOR LIVING INC | $0 | – | 74 | 0.0% | 0.00% | – | |
OIH | VANECK ETF TRUSToil services etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
FITB | FIFTH THIRD BANCORP | $0 | – | 1 | 0.0% | 0.00% | – | |
EVFM | EVOFEM BIOSCIENCES INC | $1,000 | 0.0% | 1,902 | 0.0% | 0.00% | – | |
ETSY | ETSY INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
VXRT | VAXART INC | $1,000 | -50.0% | 200 | 0.0% | 0.00% | -100.0% | |
CXW | New | CORECIVIC INC | $1,000 | – | 82 | +100.0% | 0.00% | – |
NET | CLOUDFLARE INC | $2,000 | 0.0% | 15 | 0.0% | 0.00% | -100.0% | |
BOWX | Exit | BOWX ACQUISITION CORPcl a | $0 | – | -100 | -100.0% | 0.00% | – |
CLF | New | CLEVELAND-CLIFFS INC NEW | $1,000 | – | 50 | +100.0% | 0.00% | – |
CLNE | New | CLEAN ENERGY FUELS CORP | $0 | – | 60 | +100.0% | 0.00% | – |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $2,000 | 0.0% | 3 | 0.0% | 0.00% | -100.0% | |
CHPT | CHARGEPOINT HOLDINGS INC | $2,000 | 0.0% | 81 | 0.0% | 0.00% | -100.0% | |
CELH | New | CELSIUS HLDGS INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
New | WEWORK INCcl a | $1,000 | – | 100 | +100.0% | 0.00% | – | |
RVI | Exit | RETAIL VALUE INC | $0 | – | -5 | -100.0% | 0.00% | – |
BCO | New | BRINKS CO | $2,000 | – | 23 | +100.0% | 0.00% | – |
BHP | BHP GROUP LTDsponsored ads | $2,000 | 0.0% | 38 | 0.0% | 0.00% | -100.0% | |
ADNT | New | ADIENT PLC | $0 | – | 2 | +100.0% | 0.00% | – |
BAMR | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $0 | – | 2 | 0.0% | 0.00% | – | |
AEO | New | AMERICAN EAGLE OUTFITTERS IN | $1,000 | – | 20 | +100.0% | 0.00% | – |
NVT | New | NVENT ELECTRIC PLC | $0 | – | 4 | +100.0% | 0.00% | – |
PNR | New | PENTAIR PLC | $0 | – | 4 | +100.0% | 0.00% | – |
ASIX | ADVANSIX INC | $0 | – | 4 | 0.0% | 0.00% | – | |
ACM | New | AECOM | $1,000 | – | 13 | +100.0% | 0.00% | – |
XPEV | Exit | XPENG INCads | $0 | – | -7 | -100.0% | 0.00% | – |
New | OCEANPAL INC | $1,000 | – | 281 | +100.0% | 0.00% | – | |
LI | Exit | LI AUTO INCsponsored ads | $0 | – | -32 | -100.0% | 0.00% | – |
SGMO | SANGAMO THERAPEUTICS INC | $0 | – | 50 | 0.0% | 0.00% | – | |
RAD | RITE AID CORP | $0 | – | 23 | 0.0% | 0.00% | – | |
RIO | RIO TINTO PLCsponsored adr | $2,000 | 0.0% | 34 | 0.0% | 0.00% | -100.0% | |
REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 18 | 0.0% | 0.00% | – | |
MFMS | RBB FD INCmotley fool sml | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
TMFC | RBB FD INCmotley fol etf | $0 | – | 7 | 0.0% | 0.00% | – | |
PLUG | PLUG POWER INC | $0 | – | 1 | 0.0% | 0.00% | – | |
PINS | PINTEREST INCcl a | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
PTON | PELOTON INTERACTIVE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -102 | -100.0% | -0.00% | – |
SKM | Exit | SK TELECOM LTDsponsored adr | $0 | – | -163 | -100.0% | -0.00% | – |
RC | Exit | READY CAPITAL CORP | $0 | – | -168 | -100.0% | -0.00% | – |
FLDR | Exit | FIDELITY MERRIMACK STR TRlow durtin etf | $0 | – | -79 | -100.0% | -0.00% | – |
MPC | Exit | MARATHON PETE CORP | $0 | – | -35 | -100.0% | -0.00% | – |
NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -400 | -100.0% | -0.00% | – |
CPB | Exit | CAMPBELL SOUP CO | $0 | – | -200 | -100.0% | -0.00% | – |
NVTA | Exit | INVITAE CORP | $0 | – | -300 | -100.0% | -0.00% | – |
MPLX | Exit | MPLX LP | $0 | – | -218 | -100.0% | -0.00% | – |
KBWB | Exit | INVESCO EXCH TRADED FD TR IIkbw bk etf | $0 | – | -110 | -100.0% | -0.00% | – |
SNSR | Exit | GLOBAL X FDSinternet of thng | $0 | – | -210 | -100.0% | -0.00% | – |
QDEL | Exit | QUIDEL CORP | $0 | – | -58 | -100.0% | -0.00% | – |
MFA | Exit | MFA FINL INC | $0 | – | -1,600 | -100.0% | -0.00% | – |
NTNX | Exit | NUTANIX INCcl a | $0 | – | -280 | -100.0% | -0.00% | – |
DRNA | Exit | DICERNA PHARMACEUTICALS INC | $0 | – | -483 | -100.0% | -0.00% | – |
PRNT | Exit | ARK ETF TR3d printing etf | $0 | – | -470 | -100.0% | -0.01% | – |
CME | Exit | CME GROUP INC | $0 | – | -181 | -100.0% | -0.01% | – |
IDEV | Exit | ISHARES TRcore msci intl | $0 | – | -538 | -100.0% | -0.01% | – |
IGRO | Exit | ISHARES TRintl div grwth | $0 | – | -896 | -100.0% | -0.02% | – |
NXQ | Exit | NUVEEN SELECT TAX FREE INCOMsh ben int | $0 | – | -3,700 | -100.0% | -0.02% | – |
AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -655 | -100.0% | -0.02% | – |
FDRR | Exit | FIDELITY COVINGTON TRUSTdivid etf risi | $0 | – | -2,326 | -100.0% | -0.03% | – |
NXR | Exit | NUVEEN SELECT TAX FREE INCOMsh ben int | $0 | – | -5,450 | -100.0% | -0.03% | – |
BSCL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -5,450 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-03
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.