$380 Million is the total value of HHM Wealth Advisors, LLC's 686 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 10.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $2,007,000 | -10.8% | 94,644 | 0.0% | 0.53% | -8.5% | |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $1,526,000 | -5.9% | 25,439 | 0.0% | 0.40% | -3.4% | |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,144,000 | -5.4% | 28,791 | 0.0% | 0.30% | -2.9% | |
| HCA | HCA HEALTHCARE INC | $1,002,000 | +9.3% | 5,454 | 0.0% | 0.26% | +11.9% | |
| LLY | LILLY ELI & CO | $935,000 | -0.3% | 2,892 | 0.0% | 0.25% | +2.5% | |
| PNFP | PINNACLE FINL PARTNERS INC | $926,000 | +12.1% | 11,419 | 0.0% | 0.24% | +14.6% | |
| VRIG | INVESCO ACTIVELY MANAGED ETFvar rate invt | $761,000 | -0.1% | 30,930 | 0.0% | 0.20% | +2.6% | |
| SDY | SPDR SER TRs&p divid etf | $711,000 | -6.1% | 6,378 | 0.0% | 0.19% | -3.6% | |
| BIV | VANGUARD BD INDEX FDSintermed term | $661,000 | -5.3% | 8,991 | 0.0% | 0.17% | -2.8% | |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $656,000 | -4.2% | 2,897 | 0.0% | 0.17% | -1.7% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $579,000 | -11.9% | 25,868 | 0.0% | 0.15% | -9.5% | |
| IVW | ISHARES TRs&p 500 grwt etf | $531,000 | -4.2% | 9,187 | 0.0% | 0.14% | -1.4% | |
| IJH | ISHARES TRcore s&p mcp etf | $498,000 | -2.9% | 2,270 | 0.0% | 0.13% | 0.0% | |
| ILCG | ISHARES TRmorningstar grwt | $407,000 | -3.6% | 8,425 | 0.0% | 0.11% | -0.9% | |
| USHY | ISHARES TRbroad usd high | $373,000 | -2.9% | 11,098 | 0.0% | 0.10% | 0.0% | |
| DE | DEERE & CO | $340,000 | +11.5% | 1,019 | 0.0% | 0.09% | +14.1% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $313,000 | -4.9% | 1,746 | 0.0% | 0.08% | -2.4% | |
| IJS | ISHARES TRsp smcp600vl etf | $308,000 | -7.5% | 3,735 | 0.0% | 0.08% | -4.7% | |
| VHT | VANGUARD WORLD FDShealth car etf | $305,000 | -5.0% | 1,365 | 0.0% | 0.08% | -2.4% | |
| HYLB | DBX ETF TRxtrack usd high | $286,000 | -3.1% | 8,743 | 0.0% | 0.08% | -1.3% | |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $269,000 | -0.7% | 12,913 | 0.0% | 0.07% | +2.9% | |
| CSX | CSX CORP | $267,000 | -8.2% | 10,026 | 0.0% | 0.07% | -6.7% | |
| FTNT | FORTINET INC | $246,000 | -13.1% | 5,000 | 0.0% | 0.06% | -11.0% | |
| VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $234,000 | -10.7% | 6,432 | 0.0% | 0.06% | -7.5% | |
| GLD | SPDR GOLD TR | $209,000 | -8.3% | 1,352 | 0.0% | 0.06% | -5.2% | |
| CINF | CINCINNATI FINL CORP | $211,000 | -24.6% | 2,356 | 0.0% | 0.06% | -23.6% | |
| DUK | DUKE ENERGY CORP NEW | $193,000 | -13.5% | 2,080 | 0.0% | 0.05% | -10.5% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $192,000 | -11.1% | 6,901 | 0.0% | 0.05% | -9.1% | |
| OZK | BANK OZK | $179,000 | +5.3% | 4,520 | 0.0% | 0.05% | +6.8% | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $171,000 | 0.0% | 8,074 | 0.0% | 0.04% | +2.3% | |
| UCBI | UNITED CMNTY BKS BLAIRSVLE G | $171,000 | +9.6% | 5,161 | 0.0% | 0.04% | +12.5% | |
| BRP | BRP GROUP INC | $165,000 | +9.3% | 6,270 | 0.0% | 0.04% | +10.3% | |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $155,000 | -6.1% | 617 | 0.0% | 0.04% | -2.4% | |
| IJR | ISHARES TRcore s&p scp etf | $155,000 | -6.1% | 1,781 | 0.0% | 0.04% | -2.4% | |
| ATVI | ACTIVISION BLIZZARD INC | $153,000 | -4.4% | 2,059 | 0.0% | 0.04% | -2.4% | |
| MCD | MCDONALDS CORP | $146,000 | -7.0% | 634 | 0.0% | 0.04% | -5.0% | |
| FEX | FIRST TR LRGE CP CORE ALPHA | $144,000 | -5.3% | 2,000 | 0.0% | 0.04% | -2.6% | |
| ILCB | ISHARES TRmorningstr us eq | $143,000 | -4.7% | 2,895 | 0.0% | 0.04% | 0.0% | |
| FTGC | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $141,000 | -5.4% | 5,550 | 0.0% | 0.04% | -2.6% | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $137,000 | -1.4% | 6,715 | 0.0% | 0.04% | 0.0% | |
| MU | MICRON TECHNOLOGY INC | $135,000 | -9.4% | 2,700 | 0.0% | 0.04% | -7.9% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $130,000 | -2.3% | 5,450 | 0.0% | 0.03% | 0.0% | |
| UNM | UNUM GROUP | $130,000 | +14.0% | 3,356 | 0.0% | 0.03% | +17.2% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $128,000 | -5.9% | 1,316 | 0.0% | 0.03% | -2.9% | |
| STWD | STARWOOD PPTY TR INC | $128,000 | -12.9% | 7,027 | 0.0% | 0.03% | -10.5% | |
| PHILLIPS EDISON & CO INC | $127,000 | -15.9% | 4,532 | 0.0% | 0.03% | -15.4% | ||
| JETS | ETF SER SOLUTIONSus glb jets | $114,000 | -8.8% | 7,580 | 0.0% | 0.03% | -6.2% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $113,000 | -2.6% | 452 | 0.0% | 0.03% | 0.0% | |
| IYW | ISHARES TRu.s. tech etf | $108,000 | -8.5% | 1,477 | 0.0% | 0.03% | -6.7% | |
| OEF | ISHARES TRs&p 100 etf | $103,000 | -5.5% | 632 | 0.0% | 0.03% | -3.6% | |
| DGRO | ISHARES TRcore div grwth | $95,000 | -6.9% | 2,141 | 0.0% | 0.02% | -3.8% | |
| MHK | MOHAWK INDS INC | $95,000 | -26.9% | 1,046 | 0.0% | 0.02% | -24.2% | |
| RYF | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $92,000 | -4.2% | 1,800 | 0.0% | 0.02% | -4.0% | |
| CBRL | CRACKER BARREL OLD CTRY STOR | $92,000 | +10.8% | 990 | 0.0% | 0.02% | +14.3% | |
| HUBS | HUBSPOT INC | $88,000 | -10.2% | 325 | 0.0% | 0.02% | -8.0% | |
| RMBS | RAMBUS INC DEL | $89,000 | +18.7% | 3,500 | 0.0% | 0.02% | +21.1% | |
| OKTA | OKTA INCcl a | $78,000 | -37.1% | 1,372 | 0.0% | 0.02% | -34.4% | |
| RHS | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $80,000 | -7.0% | 520 | 0.0% | 0.02% | -4.5% | |
| BSMM | INVESCO EXCH TRD SLF IDX FD | $75,000 | 0.0% | 2,975 | 0.0% | 0.02% | +5.3% | |
| HNDL | STRATEGY SHSns 7handl idx | $75,000 | -6.2% | 3,900 | 0.0% | 0.02% | 0.0% | |
| BSMN | INVESCO EXCH TRD SLF IDX FD | $73,000 | -2.7% | 2,965 | 0.0% | 0.02% | 0.0% | |
| MASI | MASIMO CORP | $71,000 | +9.2% | 500 | 0.0% | 0.02% | +11.8% | |
| SLV | ISHARES SILVER TRishares | $70,000 | -6.7% | 4,000 | 0.0% | 0.02% | -5.3% | |
| GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $69,000 | -5.5% | 972 | 0.0% | 0.02% | -5.3% | |
| RWR | SPDR SER TRdj reit etf | $70,000 | -10.3% | 825 | 0.0% | 0.02% | -10.0% | |
| PDP | INVESCO EXCHANGE TRADED FD Tdwa momentum | $68,000 | -1.4% | 1,010 | 0.0% | 0.02% | 0.0% | |
| ORCL | ORACLE CORP | $64,000 | -12.3% | 1,040 | 0.0% | 0.02% | -10.5% | |
| SPGI | S&P GLOBAL INC | $63,000 | -10.0% | 207 | 0.0% | 0.02% | -5.6% | |
| CL | COLGATE PALMOLIVE CO | $64,000 | -12.3% | 910 | 0.0% | 0.02% | -10.5% | |
| CGNX | COGNEX CORP | $63,000 | -3.1% | 1,518 | 0.0% | 0.02% | 0.0% | |
| STN | STANTEC INC | $62,000 | 0.0% | 1,421 | 0.0% | 0.02% | 0.0% | |
| IWB | ISHARES TRrus 1000 etf | $61,000 | -4.7% | 307 | 0.0% | 0.02% | 0.0% | |
| CBSH | COMMERCE BANCSHARES INC | $59,000 | +1.7% | 890 | 0.0% | 0.02% | +6.7% | |
| TJX | TJX COS INC NEW | $62,000 | +10.7% | 1,001 | 0.0% | 0.02% | +14.3% | |
| MUB | ISHARES TRnational mun etf | $61,000 | -3.2% | 590 | 0.0% | 0.02% | 0.0% | |
| TDG | TRANSDIGM GROUP INC | $61,000 | -3.2% | 117 | 0.0% | 0.02% | 0.0% | |
| CVLG | COVENANT LOGISTICS GROUP INCcl a | $62,000 | +12.7% | 2,175 | 0.0% | 0.02% | +14.3% | |
| SQ | BLOCK INCcl a | $61,000 | -10.3% | 1,107 | 0.0% | 0.02% | -5.9% | |
| BKNG | BOOKING HOLDINGS INC | $56,000 | -5.1% | 34 | 0.0% | 0.02% | 0.0% | |
| IEFA | ISHARES TRcore msci eafe | $58,000 | -10.8% | 1,110 | 0.0% | 0.02% | -11.8% | |
| LUCID GROUP INC | $56,000 | -17.6% | 3,977 | 0.0% | 0.02% | -11.8% | ||
| NFG | NATIONAL FUEL GAS CO | $53,000 | -5.4% | 855 | 0.0% | 0.01% | 0.0% | |
| BJ | BJS WHSL CLUB HLDGS INC | $55,000 | +17.0% | 750 | 0.0% | 0.01% | +16.7% | |
| SCHW | SCHWAB CHARLES CORP | $55,000 | +14.6% | 760 | 0.0% | 0.01% | +16.7% | |
| MS | MORGAN STANLEY | $54,000 | +3.8% | 680 | 0.0% | 0.01% | +7.7% | |
| MWA | MUELLER WTR PRODS INC | $53,000 | -11.7% | 5,122 | 0.0% | 0.01% | -6.7% | |
| BSMO | INVESCO EXCH TRD SLF IDX FD | $48,000 | -2.0% | 1,970 | 0.0% | 0.01% | 0.0% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $51,000 | -3.8% | 310 | 0.0% | 0.01% | -7.1% | |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $49,000 | -2.0% | 2,440 | 0.0% | 0.01% | 0.0% | |
| AEE | AMEREN CORP | $51,000 | -12.1% | 639 | 0.0% | 0.01% | -13.3% | |
| TWLO | TWILIO INCcl a | $48,000 | -17.2% | 694 | 0.0% | 0.01% | -13.3% | |
| CRY | ARTIVION INC | $48,000 | -27.3% | 3,500 | 0.0% | 0.01% | -23.5% | |
| CSM | PROSHARES TRlarge cap cre | $49,000 | -5.8% | 1,170 | 0.0% | 0.01% | 0.0% | |
| BSMP | INVESCO EXCH TRD SLF IDX FD | $47,000 | -2.1% | 1,965 | 0.0% | 0.01% | 0.0% | |
| LTC | LTC PPTYS INC | $47,000 | -2.1% | 1,248 | 0.0% | 0.01% | 0.0% | |
| FTV | FORTIVE CORP | $44,000 | +7.3% | 750 | 0.0% | 0.01% | +9.1% | |
| IYH | ISHARES TRus hlthcare etf | $45,000 | -6.2% | 178 | 0.0% | 0.01% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $47,000 | +14.6% | 31 | 0.0% | 0.01% | +9.1% | |
| RIVIAN AUTOMOTIVE INC | $42,000 | +27.3% | 1,280 | 0.0% | 0.01% | +37.5% | ||
| BATH & BODY WORKS INC | $40,000 | +21.2% | 1,226 | 0.0% | 0.01% | +37.5% | ||
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $40,000 | -4.8% | 700 | 0.0% | 0.01% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $41,000 | -2.4% | 140 | 0.0% | 0.01% | 0.0% | |
| WDAY | WORKDAY INCcl a | $41,000 | +7.9% | 271 | 0.0% | 0.01% | +10.0% | |
| AFIN | THE NECESSITY RETAIL REIT IN | $43,000 | -18.9% | 7,314 | 0.0% | 0.01% | -21.4% | |
| GL | GLOBE LIFE INC | $37,000 | 0.0% | 375 | 0.0% | 0.01% | +11.1% | |
| BOND | PIMCO ETF TRactive bd etf | $39,000 | -4.9% | 430 | 0.0% | 0.01% | -9.1% | |
| IEMG | ISHARES INCcore msci emkt | $39,000 | -11.4% | 904 | 0.0% | 0.01% | -9.1% | |
| NXPI | NXP SEMICONDUCTORS N V | $37,000 | 0.0% | 248 | 0.0% | 0.01% | +11.1% | |
| D | DOMINION ENERGY INC | $39,000 | -13.3% | 560 | 0.0% | 0.01% | -16.7% | |
| NVCR | NOVOCURE LTD | $38,000 | +8.6% | 500 | 0.0% | 0.01% | +11.1% | |
| GM | GENERAL MTRS CO | $36,000 | +2.9% | 1,117 | 0.0% | 0.01% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $33,000 | -2.9% | 393 | 0.0% | 0.01% | 0.0% | |
| TTM | TATA MTRS LTDsponsored adr | $33,000 | -5.7% | 1,355 | 0.0% | 0.01% | 0.0% | |
| CMI | CUMMINS INC | $34,000 | +6.2% | 165 | 0.0% | 0.01% | +12.5% | |
| PSEC | PROSPECT CAP CORP | $33,000 | -13.2% | 5,372 | 0.0% | 0.01% | -10.0% | |
| ETN | EATON CORP PLC | $34,000 | +6.2% | 256 | 0.0% | 0.01% | +12.5% | |
| IJT | ISHARES TRs&p sml 600 gwt | $33,000 | -2.9% | 320 | 0.0% | 0.01% | 0.0% | |
| OLN | OLIN CORP | $36,000 | -7.7% | 845 | 0.0% | 0.01% | -10.0% | |
| ROKU | ROKU INC | $29,000 | -32.6% | 522 | 0.0% | 0.01% | -27.3% | |
| HAE | HAEMONETICS CORP MASS | $30,000 | +15.4% | 400 | 0.0% | 0.01% | +14.3% | |
| ASAN | ASANA INCcl a | $30,000 | +25.0% | 1,340 | 0.0% | 0.01% | +33.3% | |
| VTV | VANGUARD INDEX FDSvalue etf | $31,000 | -6.1% | 248 | 0.0% | 0.01% | 0.0% | |
| K | KELLOGG CO | $31,000 | -3.1% | 450 | 0.0% | 0.01% | 0.0% | |
| GOOD | GLADSTONE COMMERCIAL CORP | $32,000 | -17.9% | 2,076 | 0.0% | 0.01% | -20.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $29,000 | +7.4% | 3,560 | 0.0% | 0.01% | +14.3% | |
| ITOT | ISHARES TRcore s&p ttl stk | $31,000 | -6.1% | 396 | 0.0% | 0.01% | 0.0% | |
| MAR | MARRIOTT INTL INC NEWcl a | $32,000 | +3.2% | 230 | 0.0% | 0.01% | 0.0% | |
| IDXX | IDEXX LABS INC | $30,000 | -6.2% | 91 | 0.0% | 0.01% | 0.0% | |
| TGT | TARGET CORP | $31,000 | +3.3% | 209 | 0.0% | 0.01% | 0.0% | |
| CNI | CANADIAN NATL RY CO | $31,000 | -6.1% | 290 | 0.0% | 0.01% | 0.0% | |
| IRBT | IROBOT CORP | $26,000 | +52.9% | 468 | 0.0% | 0.01% | +75.0% | |
| CYH | COMMUNITY HEALTH SYS INC NEW | $25,000 | -43.2% | 11,750 | 0.0% | 0.01% | -36.4% | |
| CSTR | CAPSTAR FINL HLDGS INC | $27,000 | -3.6% | 1,432 | 0.0% | 0.01% | 0.0% | |
| NBIX | NEUROCRINE BIOSCIENCES INC | $28,000 | +12.0% | 260 | 0.0% | 0.01% | +16.7% | |
| MGC | VANGUARD WORLD FDmega cap index | $26,000 | -7.1% | 210 | 0.0% | 0.01% | 0.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $25,000 | -7.4% | 244 | 0.0% | 0.01% | 0.0% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $26,000 | -7.1% | 444 | 0.0% | 0.01% | 0.0% | |
| RYAN SPECIALTY HOLDINGS INCcl a | $27,000 | +3.8% | 665 | 0.0% | 0.01% | 0.0% | ||
| MMM | 3M CO | $26,000 | -13.3% | 231 | 0.0% | 0.01% | -12.5% | |
| TEL | TE CONNECTIVITY LTD | $28,000 | -3.4% | 255 | 0.0% | 0.01% | 0.0% | |
| SPHY | SPDR SER TRportfli high yld | $25,000 | 0.0% | 1,125 | 0.0% | 0.01% | +16.7% | |
| BK | BANK NEW YORK MELLON CORP | $26,000 | -7.1% | 670 | 0.0% | 0.01% | 0.0% | |
| IHE | ISHARES TRu.s. pharma etf | $25,000 | -13.8% | 150 | 0.0% | 0.01% | 0.0% | |
| SMBK | SMARTFINANCIAL INC | $26,000 | +4.0% | 1,039 | 0.0% | 0.01% | +16.7% | |
| MRNA | MODERNA INC | $26,000 | -16.1% | 220 | 0.0% | 0.01% | -12.5% | |
| IDNA | ISHARES TRgenomics immun | $27,000 | -6.9% | 1,005 | 0.0% | 0.01% | 0.0% | |
| VICTORIAS SECRET AND CO | $26,000 | +4.0% | 896 | 0.0% | 0.01% | +16.7% | ||
| DVY | ISHARES TRselect divid etf | $26,000 | -10.3% | 246 | 0.0% | 0.01% | 0.0% | |
| WTRG | ESSENTIAL UTILS INC | $23,000 | -11.5% | 561 | 0.0% | 0.01% | -14.3% | |
| ILMN | ILLUMINA INC | $22,000 | 0.0% | 117 | 0.0% | 0.01% | 0.0% | |
| FIVG | ETF SER SOLUTIONSdefiance next | $21,000 | -8.7% | 740 | 0.0% | 0.01% | 0.0% | |
| DRAFTKINGS INC NEW | $24,000 | +33.3% | 1,560 | 0.0% | 0.01% | +20.0% | ||
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $21,000 | -4.5% | 1,750 | 0.0% | 0.01% | 0.0% | |
| UA | UNDER ARMOUR INCcl c | $23,000 | -23.3% | 3,914 | 0.0% | 0.01% | -25.0% | |
| CAH | CARDINAL HEALTH INC | $23,000 | +27.8% | 350 | 0.0% | 0.01% | +20.0% | |
| FLO | FLOWERS FOODS INC | $24,000 | -4.0% | 960 | 0.0% | 0.01% | 0.0% | |
| VGR | VECTOR GROUP LTD | $23,000 | -14.8% | 2,600 | 0.0% | 0.01% | -14.3% | |
| PICK | ISHARES INCmsci gbl etf new | $22,000 | -4.3% | 644 | 0.0% | 0.01% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $23,000 | 0.0% | 219 | 0.0% | 0.01% | 0.0% | |
| MELI | MERCADOLIBRE INC | $21,000 | +31.2% | 25 | 0.0% | 0.01% | +50.0% | |
| ARW | ARROW ELECTRS INC | $18,000 | -18.2% | 200 | 0.0% | 0.01% | -16.7% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $19,000 | -9.5% | 475 | 0.0% | 0.01% | 0.0% | |
| PATH | UIPATH INCcl a | $18,000 | -30.8% | 1,455 | 0.0% | 0.01% | -28.6% | |
| LXP | LXP INDUSTRIAL TRUST | $19,000 | -13.6% | 2,060 | 0.0% | 0.01% | -16.7% | |
| NTAP | NETAPP INC | $19,000 | -5.0% | 305 | 0.0% | 0.01% | 0.0% | |
| DJUL | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $18,000 | -5.3% | 605 | 0.0% | 0.01% | 0.0% | |
| DEO | DIAGEO PLCspon adr new | $19,000 | +5.6% | 109 | 0.0% | 0.01% | 0.0% | |
| KOMP | SPDR SER TRs&p kensho new | $18,000 | -5.3% | 460 | 0.0% | 0.01% | 0.0% | |
| ET | ENERGY TRANSFER L P | $19,000 | +11.8% | 1,728 | 0.0% | 0.01% | +25.0% | |
| SIVB | SVB FINANCIAL GROUP | $19,000 | -17.4% | 58 | 0.0% | 0.01% | -16.7% | |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIG | $18,000 | -10.0% | 2,046 | 0.0% | 0.01% | 0.0% | |
| STLA | STELLANTIS N.V | $18,000 | -5.3% | 1,500 | 0.0% | 0.01% | 0.0% | |
| BYLD | ISHARES TRyld optim bd | $18,000 | -5.3% | 850 | 0.0% | 0.01% | 0.0% | |
| GSBD | GOLDMAN SACHS BDC INC | $16,000 | -11.1% | 1,100 | 0.0% | 0.00% | -20.0% | |
| AL | AIR LEASE CORPcl a | $17,000 | -5.6% | 540 | 0.0% | 0.00% | -20.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $17,000 | -19.0% | 384 | 0.0% | 0.00% | -20.0% | |
| BLNK | BLINK CHARGING CO | $14,000 | +7.7% | 800 | 0.0% | 0.00% | +33.3% | |
| GLW | CORNING INC | $15,000 | -6.2% | 500 | 0.0% | 0.00% | 0.0% | |
| ESE | ESCO TECHNOLOGIES INC | $15,000 | +7.1% | 200 | 0.0% | 0.00% | 0.0% | |
| LIT | GLOBAL X FDSlithium btry etf | $15,000 | -6.2% | 220 | 0.0% | 0.00% | 0.0% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $15,000 | -6.2% | 106 | 0.0% | 0.00% | 0.0% | |
| EWS | ISHARES INCmsci singpor etf | $17,000 | 0.0% | 975 | 0.0% | 0.00% | 0.0% | |
| LRGF | ISHARES TRu s equity factr | $14,000 | -6.7% | 400 | 0.0% | 0.00% | 0.0% | |
| MPW | MEDICAL PPTYS TRUST INC | $16,000 | -23.8% | 1,350 | 0.0% | 0.00% | -20.0% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $16,000 | -5.9% | 200 | 0.0% | 0.00% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS | $14,000 | +16.7% | 20 | 0.0% | 0.00% | +33.3% | |
| S | SENTINELONE INCcl a | $16,000 | +6.7% | 625 | 0.0% | 0.00% | 0.0% | |
| SNA | SNAP ON INC | $15,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| SONY | SONY GROUP CORPORATIONsponsored adr | $16,000 | -23.8% | 255 | 0.0% | 0.00% | -20.0% | |
| SYK | STRYKER CORPORATION | $14,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| TWTR | TWITTER INC | $17,000 | +13.3% | 399 | 0.0% | 0.00% | 0.0% | |
| USB | US BANCORP DEL | $17,000 | -15.0% | 424 | 0.0% | 0.00% | -20.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $17,000 | 0.0% | 131 | 0.0% | 0.00% | 0.0% | |
| USIG | ISHARES TRusd inv grde etf | $10,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% | |
| INFY | INFOSYS LTDsponsored adr | $11,000 | – | 666 | 0.0% | 0.00% | – | |
| IUSG | ISHARES TRcore s&p us gwt | $12,000 | -7.7% | 155 | 0.0% | 0.00% | 0.0% | |
| IVE | ISHARES TRs&p 500 val etf | $10,000 | -9.1% | 79 | 0.0% | 0.00% | 0.0% | |
| PII | POLARIS INC | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| QS | QUANTUMSCAPE CORP | $11,000 | -8.3% | 1,365 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES TRishares biotech | $12,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
| AFL | AFLAC INC | $13,000 | +8.3% | 224 | 0.0% | 0.00% | 0.0% | |
| JPIB | J P MORGAN EXCHANGE TRADED Fintl bd opp etf | $13,000 | 0.0% | 294 | 0.0% | 0.00% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $10,000 | -28.6% | 133 | 0.0% | 0.00% | -25.0% | |
| IBTD | ISHARES TRibonds 23 trm ts | $13,000 | 0.0% | 510 | 0.0% | 0.00% | 0.0% | |
| NYCB | NEW YORK CMNTY BANCORP INC | $11,000 | -8.3% | 1,300 | 0.0% | 0.00% | 0.0% | |
| HIX | WESTERN ASSET HIGH INCOM FD | $10,000 | -9.1% | 2,250 | 0.0% | 0.00% | 0.0% | |
| SUSL | ISHARES TResg msci leadr | $10,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% | |
| VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $12,000 | -7.7% | 204 | 0.0% | 0.00% | 0.0% | |
| BOMN | BOSTON OMAHA CORP | $10,000 | +11.1% | 450 | 0.0% | 0.00% | +50.0% | |
| CE | CELANESE CORP DEL | $12,000 | -20.0% | 129 | 0.0% | 0.00% | -25.0% | |
| UAA | UNDER ARMOUR INCcl a | $13,000 | -23.5% | 2,000 | 0.0% | 0.00% | -25.0% | |
| JQC | NUVEEN CR STRATEGIES INCOME | $13,000 | 0.0% | 2,500 | 0.0% | 0.00% | 0.0% | |
| USX | U S XPRESS ENTERPRISES INC | $10,000 | -9.1% | 4,000 | 0.0% | 0.00% | 0.0% | |
| MUFG | MITSUBISHI UFJ FINL GROUP INsponsored ads | $10,000 | – | 2,166 | 0.0% | 0.00% | – | |
| ED | CONSOLIDATED EDISON INC | $13,000 | -7.1% | 150 | 0.0% | 0.00% | -25.0% | |
| CTVA | CORTEVA INC | $11,000 | +10.0% | 192 | 0.0% | 0.00% | 0.0% | |
| COUP | COUPA SOFTWARE INC | $12,000 | +9.1% | 200 | 0.0% | 0.00% | 0.0% | |
| DAR | DARLING INGREDIENTS INC | $13,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $10,000 | -9.1% | 192 | 0.0% | 0.00% | 0.0% | |
| IPAY | ETF MANAGERS TRprime mobile pay | $11,000 | -8.3% | 300 | 0.0% | 0.00% | 0.0% | |
| SUM | SUMMIT MATLS INCcl a | $11,000 | 0.0% | 469 | 0.0% | 0.00% | 0.0% | |
| OR | OSISKO GOLD ROYALTIES LTD | $10,000 | 0.0% | 1,015 | 0.0% | 0.00% | 0.0% | |
| PRNT | ARK ETF TR3d printing etf | $10,000 | -9.1% | 520 | 0.0% | 0.00% | 0.0% | |
| GPK | GRAPHIC PACKAGING HLDG CO | $12,000 | -7.7% | 620 | 0.0% | 0.00% | 0.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $11,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ARKK | ARK ETF TRinnovation etf | $6,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% | |
| MDB | MONGODB INCcl a | $8,000 | -27.3% | 42 | 0.0% | 0.00% | -33.3% | |
| KRBN | KRANESHARES TRglobal carb stra | $6,000 | -14.3% | 150 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $9,000 | +12.5% | 39 | 0.0% | 0.00% | 0.0% | |
| KOPN | KOPIN CORP | $7,000 | 0.0% | 6,500 | 0.0% | 0.00% | 0.0% | |
| NVR | NVR INC | $8,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $7,000 | -12.5% | 134 | 0.0% | 0.00% | 0.0% | |
| JD | JD.COM INCspon adr cl a | $9,000 | -30.8% | 182 | 0.0% | 0.00% | -33.3% | |
| OXY | OCCIDENTAL PETE CORP | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC | $6,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| PAYC | PAYCOM SOFTWARE INC | $7,000 | +16.7% | 20 | 0.0% | 0.00% | 0.0% | |
| PHK | PIMCO HIGH INCOME FD | $9,000 | -10.0% | 2,027 | 0.0% | 0.00% | -33.3% | |
| IGV | ISHARES TRexpanded tech | $9,000 | -10.0% | 36 | 0.0% | 0.00% | -33.3% | |
| RELX | RELX PLCsponsored adr | $9,000 | – | 350 | 0.0% | 0.00% | – | |
| RGEN | REPLIGEN CORP | $6,000 | +20.0% | 30 | 0.0% | 0.00% | +100.0% | |
| FFTY | INNOVATOR ETFS TRibd 50 etf | $9,000 | -10.0% | 365 | 0.0% | 0.00% | -33.3% | |
| INGR | INGREDION INC | $6,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| IBN | ICICI BANK LIMITEDadr | $9,000 | – | 441 | 0.0% | 0.00% | – | |
| XBI | SPDR SER TRs&p biotech | $8,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| GT | GOODYEAR TIRE & RUBR CO | $9,000 | 0.0% | 865 | 0.0% | 0.00% | 0.0% | |
| SE | SEA LTDsponsord ads | $6,000 | -25.0% | 115 | 0.0% | 0.00% | 0.0% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $6,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
| DAUG | FIRST TR EXCHNG TRADED FD VIvest us deep | $7,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% | |
| FUTY | FIDELITY COVINGTON TRUSTmsci utils index | $7,000 | -12.5% | 173 | 0.0% | 0.00% | 0.0% | |
| SILV | SILVERCREST METALS INC | $6,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ESS | ESSEX PPTY TR INC | $8,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| EQNR | EQUINOR ASAsponsored adr | $6,000 | – | 170 | 0.0% | 0.00% | – | |
| SMFG | SUMITOMO MITSUI FINL GROUP Isponsored adr | $6,000 | -14.3% | 1,149 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $7,000 | – | 543 | 0.0% | 0.00% | – | |
| DELL | DELL TECHNOLOGIES INCcl c | $6,000 | -25.0% | 174 | 0.0% | 0.00% | 0.0% | |
| CPNG | COUPANG INCcl a | $6,000 | +50.0% | 340 | 0.0% | 0.00% | +100.0% | |
| CIM | CHIMERA INVT CORP | $7,000 | -41.7% | 1,400 | 0.0% | 0.00% | -33.3% | |
| REMX | VANECK ETF TRUSTrare earth/strtg | $8,000 | -11.1% | 100 | 0.0% | 0.00% | 0.0% | |
| CHI | CALAMOS CONV OPPORTUNITIES &sh ben int | $7,000 | -12.5% | 725 | 0.0% | 0.00% | 0.0% | |
| HYT | BLACKROCK CORPOR HI YLD FD I | $7,000 | -12.5% | 818 | 0.0% | 0.00% | 0.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $8,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| VIAC | PARAMOUNT GLOBAL | $9,000 | -18.2% | 450 | 0.0% | 0.00% | -33.3% | |
| AMH | AMERICAN HOMES 4 RENTcl a | $6,000 | -14.3% | 187 | 0.0% | 0.00% | 0.0% | |
| EAD | ALLSPRING INCOME OPPORTUNITinc oppty fd | $8,000 | 0.0% | 1,210 | 0.0% | 0.00% | 0.0% | |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $9,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| WHR | WHIRLPOOL CORP | $7,000 | -12.5% | 50 | 0.0% | 0.00% | 0.0% | |
| APD | AIR PRODS & CHEMS INC | $6,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC | $7,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
| LBTYA | LIBERTY GLOBAL PLC | $9,000 | -30.8% | 600 | 0.0% | 0.00% | -33.3% | |
| TT | TRANE TECHNOLOGIES PLC | $6,000 | +20.0% | 38 | 0.0% | 0.00% | +100.0% | |
| MAN | MANPOWERGROUP INC WIS | $8,000 | -20.0% | 125 | 0.0% | 0.00% | -33.3% | |
| MDC | M D C HLDGS INC | $8,000 | -11.1% | 291 | 0.0% | 0.00% | 0.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $6,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC | $5,000 | -16.7% | 189 | 0.0% | 0.00% | -50.0% | |
| KEY | KEYCORP | $3,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% | |
| FTK | FLOTEK INDS INC DEL | $5,000 | 0.0% | 5,000 | 0.0% | 0.00% | 0.0% | |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $5,000 | -28.6% | 3,013 | 0.0% | 0.00% | -50.0% | |
| AAP | ADVANCE AUTO PARTS INC | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| CRH | CRH PLCadr | $4,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% | |
| IVLU | ISHARES TRmsci intl vlu ft | $2,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $5,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| ERTH | INVESCO EXCHANGE TRADED FD Tinvesco msci | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NTES | NETEASE INCsponsored ads | $4,000 | -42.9% | 59 | 0.0% | 0.00% | -50.0% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $2,000 | -33.3% | 8 | 0.0% | 0.00% | 0.0% | |
| ESGU | ISHARES TResg awr msci usa | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $2,000 | -33.3% | 276 | 0.0% | 0.00% | 0.0% | |
| AJRD | AEROJET ROCKETDYNE HLDGS INC | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ABNB | AIRBNB INC | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| HYB | NEW AMER HIGH INCOME FD INC | $4,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% | |
| CZA | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $2,000 | -33.3% | 30 | 0.0% | 0.00% | 0.0% | |
| GRN | BARCLAYS BANK PLCipath ser b etn | $3,000 | -25.0% | 115 | 0.0% | 0.00% | 0.0% | |
| BCS | BARCLAYS PLCadr | $4,000 | -20.0% | 700 | 0.0% | 0.00% | 0.0% | |
| LPX | LOUISIANA PAC CORP | $5,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
| MFV | MFS SPL VALUE TRsh ben int | $3,000 | -25.0% | 802 | 0.0% | 0.00% | 0.0% | |
| BBVA | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $5,000 | – | 1,112 | 0.0% | 0.00% | – | |
| BIDU | BAIDU INCspon adr rep a | $5,000 | -28.6% | 44 | 0.0% | 0.00% | -50.0% | |
| SUB | ISHARES TRshrt nat mun etf | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| NEXTDOOR HOLDINGS INC | $2,000 | 0.0% | 746 | 0.0% | 0.00% | 0.0% | ||
| IJJ | ISHARES TRs&p mc 400vl etf | $5,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| VMW | VMWARE INC | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $5,000 | -37.5% | 426 | 0.0% | 0.00% | -50.0% | |
| EL | LAUDER ESTEE COS INCcl a | $4,000 | -20.0% | 20 | 0.0% | 0.00% | 0.0% | |
| ARR | ARMOUR RESIDENTIAL REIT INC | $5,000 | -28.6% | 975 | 0.0% | 0.00% | -50.0% | |
| IQV | IQVIA HLDGS INC | $4,000 | -20.0% | 23 | 0.0% | 0.00% | 0.0% | |
| SKYY | FIRST TR EXCHANGE TRADED FD | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| GINKGO BIOWORKS HOLDINGS INC | $3,000 | 0.0% | 1,100 | 0.0% | 0.00% | 0.0% | ||
| IAT | ISHARES TRus regnl bks etf | $4,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| SYY | SYSCO CORP | $2,000 | -33.3% | 34 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| RDFN | REDFIN CORP | $4,000 | -33.3% | 700 | 0.0% | 0.00% | -50.0% | |
| ITEQ | ETF MANAGERS TRbluestar israel | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ITA | ISHARES TRus aer def etf | $5,000 | -16.7% | 60 | 0.0% | 0.00% | -50.0% | |
| TELL | TELLURIAN INC NEW | $2,000 | -33.3% | 980 | 0.0% | 0.00% | 0.0% | |
| IPGP | IPG PHOTONICS CORP | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| HACK | ETF MANAGERS TRprime cybr scrty | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DX | DYNEX CAP INC | $3,000 | -25.0% | 262 | 0.0% | 0.00% | 0.0% | |
| DVAX | DYNAVAX TECHNOLOGIES CORP | $3,000 | -25.0% | 300 | 0.0% | 0.00% | 0.0% | |
| EFV | ISHARES TReafe value etf | $3,000 | -25.0% | 85 | 0.0% | 0.00% | 0.0% | |
| IWR | ISHARES TRrus mid cap etf | $4,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| TLRY | TILRAY BRANDS INC | $5,000 | 0.0% | 1,740 | 0.0% | 0.00% | 0.0% | |
| DOUGLAS ELLIMAN INC | $5,000 | -16.7% | 1,299 | 0.0% | 0.00% | -50.0% | ||
| PUK | PRUDENTIAL PLCadr | $5,000 | -44.4% | 229 | 0.0% | 0.00% | -50.0% | |
| TOL | TOLL BROTHERS INC | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| PRLB | PROTO LABS INC | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| INFN | INFINERA CORP | $5,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SQFT | PRESIDIO PPTY TR INC | $2,000 | -50.0% | 1,378 | 0.0% | 0.00% | 0.0% | |
| SIX | SIX FLAGS ENTMT CORP NEW | $2,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% | |
| STIP | ISHARES TR0-5 yr tips etf | $4,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| CFLT | CONFLUENT INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| IWM | ISHARES TRrussell 2000 etf | $3,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| SWBI | SMITH & WESSON BRANDS INC | $2,000 | -33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| CVGI | COMMERCIAL VEH GROUP INC | $5,000 | -16.7% | 1,055 | 0.0% | 0.00% | -50.0% | |
| VLUE | ISHARES TRmsci usa value | $4,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| FAST | FASTENAL CO | $5,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
| NUE | NUCOR CORP | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CC | CHEMOURS CO | $2,000 | -33.3% | 90 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $2,000 | -33.3% | 7 | 0.0% | 0.00% | 0.0% | |
| SNOW | SNOWFLAKE INCcl a | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – | |
| ING | ING GROEP N.V.sponsored adr | $5,000 | -37.5% | 577 | 0.0% | 0.00% | -50.0% | |
| CLOU | GLOBAL X FDS | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MTUM | ISHARES TRmsci usa mmentm | $4,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| CLNE | CLEAN ENERGY FUELS CORP | $0 | – | 60 | 0.0% | 0.00% | – | |
| GEVO | GEVO INC | $0 | – | 57 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| FITB | FIFTH THIRD BANCORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| SKILWS | SKILLSOFT CORP*w exp 06/11/202 | $1,000 | -50.0% | 4,150 | 0.0% | 0.00% | -100.0% | |
| SKIL | SKILLSOFT CORPcl a | $0 | -100.0% | 195 | 0.0% | 0.00% | – | |
| OTIC | OTONOMY INC | $0 | -100.0% | 656 | 0.0% | 0.00% | – | |
| LUV | SOUTHWEST AIRLS CO | $0 | – | 10 | 0.0% | 0.00% | – | |
| ETSY | ETSY INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| ONVO | ORGANOVO HLDGS INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| SYLVAMO CORP | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – | ||
| OEG | ORBITAL INFRASTRUCTURE GRP I | $0 | – | 57 | 0.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL | $1,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| EFG | ISHARES TReafe grwth etf | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| EFAV | ISHARES TRmsci eafe min vl | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 12 | 0.0% | 0.00% | – | |
| COMT | ISHARES U S ETF TRgsci cmdty stgy | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| GINKGO BIOWORKS HOLDINGS INC*w exp 09/16/202 | $0 | – | 100 | 0.0% | 0.00% | – | ||
| USO | UNITED STS OIL FD LPunits | $0 | – | 6 | 0.0% | 0.00% | – | |
| CTHR | CHARLES & COLVARD LTD | $0 | – | 54 | 0.0% | 0.00% | – | |
| CHPT | CHARGEPOINT HOLDINGS INC | $1,000 | 0.0% | 81 | 0.0% | 0.00% | – | |
| CCL | CARNIVAL CORP | $1,000 | -50.0% | 200 | 0.0% | 0.00% | -100.0% | |
| ESGE | ISHARES INCesg awr msci em | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| YCBD | CBDMD INC | $1,000 | 0.0% | 3,000 | 0.0% | 0.00% | – | |
| FALN | ISHARES TRfaln angls usd | $0 | – | 17 | 0.0% | 0.00% | – | |
| BB | BLACKBERRY LTD | $0 | – | 4 | 0.0% | 0.00% | – | |
| MCR | MFS CHARTER INCOME TRsh ben int | $1,000 | 0.0% | 202 | 0.0% | 0.00% | – | |
| RIDE | LORDSTOWN MOTORS CORP | $1,000 | 0.0% | 600 | 0.0% | 0.00% | – | |
| ZIMVIE INC | $0 | – | 11 | 0.0% | 0.00% | – | ||
| BAMR | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $0 | – | 2 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| L | LOEWS CORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| MSOS | ADVISORSHARES TRpure us cannabis | $1,000 | -50.0% | 150 | 0.0% | 0.00% | -100.0% | |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $0 | – | 6 | 0.0% | 0.00% | – | |
| MPLNWS | MULTIPLAN CORPORATION*w exp 02/13/202 | $0 | – | 260 | 0.0% | 0.00% | – | |
| YVR | LIQUID MEDIA GROUP LTD NEW | $0 | – | 1,000 | 0.0% | 0.00% | – | |
| MPLN | MULTIPLAN CORPORATION | $0 | – | 10 | 0.0% | 0.00% | – | |
| SOXX | ISHARES TRishares semicdtr | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| PRESIDIO PPTY TR INC*w exp 01/24/202 | $0 | – | 1,378 | 0.0% | 0.00% | – | ||
| TLT | ISHARES TR20 yr tr bd etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| PRCH | PORCH GROUP INC | $0 | -100.0% | 200 | 0.0% | 0.00% | – | |
| TMFC | RBB FD INCmotley fol etf | $0 | – | 7 | 0.0% | 0.00% | – | |
| MFMS | RBB FD INCmotley fool sml | $0 | – | 14 | 0.0% | 0.00% | – | |
| PLUG | PLUG POWER INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| IXN | ISHARES TRglobal tech etf | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 18 | 0.0% | 0.00% | – | |
| RAD | RITE AID CORP | $0 | – | 23 | 0.0% | 0.00% | – | |
| PXH | INVESCO EXCH TRADED FD TR IIftse rafi emng | $1,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
| PTON | PELOTON INTERACTIVE INC | $1,000 | -50.0% | 203 | 0.0% | 0.00% | -100.0% | |
| SGMO | SANGAMO THERAPEUTICS INC | $0 | – | 50 | 0.0% | 0.00% | – | |
| HSTM | HEALTHSTREAM INC | $0 | – | 21 | 0.0% | 0.00% | – | |
| IHI | ISHARES TRu.s. med dvc etf | $0 | – | 6 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-04
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 | 2024-05-14 |
| 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 |
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.