Selective Wealth Management, Inc. - Q4 2021 holdings

$245 Million is the total value of Selective Wealth Management, Inc.'s 684 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 25.7% .

 Value Shares↓ Weighting
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$20,627,000
-16.2%
173,643
+4.4%
8.42%
-35.5%
DOCU BuyDOCUSIGN INC$12,407,000
+59.1%
81,461
+168.9%
5.06%
+22.5%
SPLK BuySPLUNK INC$11,262,000
-8.2%
97,320
+14.8%
4.60%
-29.3%
FB BuyMETA PLATFORMS INCcl a$10,935,000
+23.8%
32,512
+25.0%
4.46%
-4.6%
BSV BuyVANGUARD BD INDEX FDSshort trm bond$9,806,000
+6.6%
121,321
+8.1%
4.00%
-17.9%
INTC BuyINTEL CORP$9,650,000
+16.2%
187,387
+20.2%
3.94%
-10.5%
FROG NewJFROG LTD$9,297,000313,033
+100.0%
3.79%
ZEN NewZENDESK INC$9,166,00087,887
+100.0%
3.74%
PLAN NewANAPLAN INC$9,145,000199,447
+100.0%
3.73%
CRM BuySALESFORCE COM INC$7,539,000
+0.5%
29,666
+7.3%
3.08%
-22.6%
NOW BuySERVICENOW INC$7,167,000
+13.5%
11,041
+8.8%
2.92%
-12.6%
TDSB BuyEXCHANGE LISTED FDS TRcabana target 7$6,934,000
+51.0%
266,483
+48.0%
2.83%
+16.3%
GOOG BuyALPHABET INCcap stk cl c$6,858,000
+16.6%
2,370
+7.4%
2.80%
-10.2%
AAPL BuyAPPLE INC$6,340,000
+29.4%
35,707
+3.1%
2.59%
-0.3%
TDSC BuyEXCHANGE LISTED FDS TRcabana target 10$5,970,000
+112.8%
213,351
+102.9%
2.44%
+63.9%
VEEV BuyVEEVA SYS INC$5,873,000
+21.3%
22,989
+36.9%
2.40%
-6.5%
VOO BuyVANGUARD INDEX FDS$5,081,000
+85.6%
11,639
+67.7%
2.07%
+43.0%
XOM SellEXXON MOBIL CORP$3,727,000
-4.4%
60,913
-8.1%
1.52%
-26.4%
IBM SellINTERNATIONAL BUSINESS MACHS$2,986,000
-16.8%
22,342
-13.6%
1.22%
-35.9%
BuyEXCHANGE LISTED FDS TRcabana conservat$2,821,000
+49.6%
111,987
+46.7%
1.15%
+15.2%
JPM SellJPMORGAN CHASE & CO$2,355,000
-7.1%
14,872
-3.9%
0.96%
-28.4%
MSFT BuyMICROSOFT CORP$2,237,000
+19.9%
6,652
+0.5%
0.91%
-7.6%
MFC SellMANULIFE FINL CORP$1,898,000
-1.7%
99,479
-1.0%
0.78%
-24.2%
BMY SellBRISTOL-MYERS SQUIBB CO$1,872,000
+4.2%
30,031
-1.1%
0.76%
-19.7%
HPQ SellHP INC$1,659,000
+33.9%
44,030
-2.8%
0.68%
+3.0%
SO SellSOUTHERN CO$1,610,000
+10.2%
23,475
-0.4%
0.66%
-15.1%
BAC SellBK OF AMERICA CORP$1,590,000
+1.5%
35,738
-3.2%
0.65%
-21.8%
BuyEXCHANGE LISTED FDS TRcabana moderate$1,568,000
+67.7%
57,910
+52.4%
0.64%
+29.3%
LOW  LOWES COS INC$1,471,000
+27.5%
5,6900.0%0.60%
-2.0%
PGR  PROGRESSIVE CORP$1,458,000
+13.6%
14,2000.0%0.60%
-12.5%
TFC SellTRUIST FINL CORP$1,207,000
-0.7%
20,617
-0.5%
0.49%
-23.4%
AMCR SellAMCOR PLCord$1,202,000
+2.0%
100,100
-1.5%
0.49%
-21.3%
AMZN SellAMAZON COM INC$1,090,000
+0.6%
327
-0.9%
0.44%
-22.5%
T SellAT&T INC$1,033,000
-17.9%
41,981
-9.9%
0.42%
-36.7%
UNP  UNION PAC CORP$999,000
+28.6%
3,9650.0%0.41%
-1.0%
BuyEXCHANGE LISTED FDS TRcabana aggressiv$940,000
+135.6%
34,598
+112.1%
0.38%
+82.0%
IVV BuyISHARES TRcore s&p500 etf$925,000
+26.9%
1,938
+14.5%
0.38%
-2.1%
KO BuyCOCA COLA CO$900,000
+15.8%
15,196
+2.7%
0.37%
-10.9%
XLG BuyINVESCO EXCHANGE TRADED FD Ts&p 500 top 50$880,000
+26.8%
2,385
+13.5%
0.36%
-2.4%
SPY BuySPDR S&P 500 ETF TRtr unit$873,000
+493.9%
1,838
+437.4%
0.36%
+356.4%
QQQ BuyINVESCO QQQ TRunit ser 1$866,000
+145.3%
2,176
+120.9%
0.35%
+88.8%
ROK  ROCKWELL AUTOMATION INC$763,000
+18.7%
2,1870.0%0.31%
-8.8%
IUSB BuyISHARES TRcore total usd$757,000
+91.2%
14,308
+92.2%
0.31%
+47.1%
NVDA BuyNVIDIA CORPORATION$740,000
+109.0%
2,517
+47.5%
0.30%
+60.6%
VZ SellVERIZON COMMUNICATIONS INC$736,000
-17.7%
14,171
-14.4%
0.30%
-36.7%
GOVT BuyISHARES TRus treas bd etf$693,000
+103.2%
25,984
+102.4%
0.28%
+56.4%
CRI  CARTERS INC$683,000
+4.1%
6,7500.0%0.28%
-19.8%
JCI SellJOHNSON CTLS INTL PLC$667,000
-13.4%
8,204
-27.4%
0.27%
-33.3%
UPS SellUNITED PARCEL SERVICE INCcl b$649,000
+8.7%
3,030
-7.6%
0.26%
-16.1%
DIA BuySPDR DOW JONES INDL AVERAGEut ser 1$645,000
+1797.1%
1,775
+1675.0%
0.26%
+1361.1%
VGT NewVANGUARD WORLD FDSinf tech etf$598,0001,304
+100.0%
0.24%
DUK  DUKE ENERGY CORP NEW$586,000
+7.3%
5,5900.0%0.24%
-17.3%
TDSD BuyEXCHANGE LISTED FDS TRcabana target 13$576,000
+6.9%
19,753
+2.2%
0.24%
-17.8%
COST SellCOSTCO WHSL CORP NEW$554,000
+17.4%
976
-7.1%
0.23%
-9.6%
BX BuyBLACKSTONE INC$534,000
+14.1%
4,125
+2.5%
0.22%
-12.1%
HD BuyHOME DEPOT INC$521,000
+50.1%
1,256
+18.9%
0.21%
+15.8%
PFE SellPFIZER INC$517,000
+31.9%
8,748
-4.1%
0.21%
+1.4%
VLUE BuyISHARES TRmsci usa value$510,000
+91.0%
4,661
+75.8%
0.21%
+47.5%
VV BuyVANGUARD INDEX FDSlarge cap etf$506,000
+21.9%
2,289
+10.8%
0.21%
-5.9%
NSC BuyNORFOLK SOUTHN CORP$501,000
+58.0%
1,682
+26.8%
0.20%
+21.4%
QQEW BuyFIRST TR NAS100 EQ WEIGHTED$474,000
+18.2%
4,000
+11.1%
0.19%
-9.0%
RSP SellINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$471,000
+2.6%
2,897
-5.5%
0.19%
-21.0%
SMLF BuyISHARES TRmsci usa sml cp$471,000
+72.5%
8,231
+61.8%
0.19%
+32.4%
VBR BuyVANGUARD INDEX FDSsm cp val etf$467,000
+6.4%
2,611
+0.7%
0.19%
-18.0%
PDP SellINVESCO EXCHANGE TRADED FD Tdwa momentum$444,000
-9.8%
4,698
-14.6%
0.18%
-30.7%
ICE  INTERCONTINENTAL EXCHANGE IN$438,000
+19.3%
3,2000.0%0.18%
-7.7%
TSLA BuyTESLA INC$429,000
+49.0%
406
+9.1%
0.18%
+14.4%
GOOGL SellALPHABET INCcap stk cl a$408,000
-20.2%
141
-26.2%
0.17%
-38.4%
MTUM BuyISHARES TRmsci usa mmentm$406,000
+66.4%
2,235
+60.8%
0.17%
+28.7%
BRSP  BRIGHTSPIRE CAPITAL INC$401,000
+9.3%
39,0700.0%0.16%
-15.5%
EFV BuyISHARES TReafe value etf$397,000
+98.5%
7,869
+100.4%
0.16%
+52.8%
CSX SellCSX CORP$382,000
-2.3%
10,146
-22.8%
0.16%
-24.6%
FPX  FIRST TR EXCHANGE TRADED FDus eqty oppt etf$382,000
-0.8%
3,1190.0%0.16%
-23.5%
JNJ BuyJOHNSON & JOHNSON$376,000
+6.2%
2,197
+0.3%
0.15%
-18.6%
VCR BuyVANGUARD WORLD FDSconsum dis etf$364,000
+17.4%
1,068
+6.8%
0.15%
-9.1%
DIS BuyDISNEY WALT CO$364,000
-2.4%
2,353
+6.8%
0.15%
-24.7%
TIP BuyISHARES TRtips bd etf$359,000
+34.5%
2,781
+32.9%
0.15%
+4.3%
XLK  SELECT SECTOR SPDR TRtechnology$344,000
+16.6%
1,9760.0%0.14%
-10.3%
SUI  SUN CMNTYS INC$341,000
+13.3%
1,6250.0%0.14%
-13.1%
SOXX SellISHARES TRishares semicdtr$336,000
+20.4%
619
-1.0%
0.14%
-7.4%
USMV BuyISHARES TRmsci usa min vol$330,000
+65.0%
4,077
+49.8%
0.14%
+27.4%
BLDR BuyBUILDERS FIRSTSOURCE INC$313,000
+98.1%
3,650
+19.7%
0.13%
+52.4%
F SellFORD MTR CO DEL$307,000
+42.8%
14,773
-2.6%
0.12%
+9.6%
VHT SellVANGUARD WORLD FDShealth car etf$305,000
+7.0%
1,145
-0.8%
0.12%
-17.9%
CROX BuyCROCS INC$301,000
+2.4%
2,350
+14.6%
0.12%
-21.2%
NFLX  NETFLIX INC$298,000
-1.3%
4940.0%0.12%
-23.8%
CAT SellCATERPILLAR INC$300,000
+0.7%
1,450
-6.5%
0.12%
-22.8%
DLS BuyWISDOMTREE TRintl smcap div$294,0000.0%3,989
+0.6%
0.12%
-23.1%
EFG BuyISHARES TReafe grwth etf$295,000
+102.1%
2,678
+95.8%
0.12%
+55.8%
FBT BuyFIRST TR EXCHANGE-TRADED FDny arca biotech$283,000
+3.7%
1,746
+6.1%
0.12%
-20.7%
SOCL  GLOBAL X FDSsocial med etf$275,000
-11.6%
5,1000.0%0.11%
-32.1%
FFTY BuyINNOVATOR ETFS TRibd 50 etf$271,000
+7.5%
5,920
+11.3%
0.11%
-17.2%
FALN BuyISHARES TRfaln angls usd$272,000
+112.5%
9,085
+113.2%
0.11%
+63.2%
HACK BuyETF MANAGERS TRprime cybr scrty$273,000
+23.0%
4,450
+21.9%
0.11%
-5.9%
IVW  ISHARES TRs&p 500 grwt etf$268,000
+13.1%
3,2040.0%0.11%
-13.5%
PEP  PEPSICO INC$264,000
+15.3%
1,5210.0%0.11%
-10.7%
D BuyDOMINION ENERGY INC$263,000
+7.8%
3,352
+0.1%
0.11%
-17.1%
MA  MASTERCARD INCORPORATEDcl a$259,000
+3.6%
7200.0%0.11%
-19.7%
MCD  MCDONALDS CORP$255,000
+11.4%
9500.0%0.10%
-14.0%
CIBR  FIRST TR EXCHANGE TRADED FDnasdaq cyb etf$253,000
+8.1%
4,8000.0%0.10%
-16.9%
VCSH NewVANGUARD SCOTTSDALE FDSshrt trm corp bd$253,0003,113
+100.0%
0.10%
FIW NewFIRST TR EXCHANGE TRADED FDwtr etf$250,0002,639
+100.0%
0.10%
DGRO BuyISHARES TRcore div grwth$248,000
+106.7%
4,460
+86.8%
0.10%
+57.8%
SHOP BuySHOPIFY INCcl a$248,000
+30.5%
180
+28.6%
0.10%0.0%
EZU BuyISHARES INCmsci eurzone etf$245,000
+2.1%
5,004
+0.5%
0.10%
-21.3%
WM SellWASTE MGMT INC DEL$244,000
+9.4%
1,459
-2.4%
0.10%
-15.3%
WMT  WALMART INC$240,000
+3.4%
1,6620.0%0.10%
-20.3%
MMM  3M CO$239,000
+1.3%
1,3440.0%0.10%
-21.6%
VEU SellVANGUARD INTL EQUITY INDEX Fallwrld ex us$235,000
-5.6%
3,830
-6.1%
0.10%
-27.3%
MO SellALTRIA GROUP INC$230,0000.0%4,844
-4.0%
0.09%
-23.0%
DVY  ISHARES TRselect divid etf$227,000
+7.1%
1,8490.0%0.09%
-17.0%
DPZ  DOMINOS PIZZA INC$226,000
+18.3%
4000.0%0.09%
-8.9%
UNH SellUNITEDHEALTH GROUP INC$222,000
-18.1%
443
-36.1%
0.09%
-36.8%
PNFP NewPINNACLE FINL PARTNERS INC$224,0002,347
+100.0%
0.09%
TMO  THERMO FISHER SCIENTIFIC INC$224,000
+17.3%
3350.0%0.09%
-9.9%
XBI  SPDR SER TRs&p biotech$213,000
-10.9%
1,9000.0%0.09%
-31.5%
CONE  CYRUSONE INC$211,000
+15.9%
2,3500.0%0.09%
-10.4%
GIS BuyGENERAL MLS INC$211,000
+12.8%
3,136
+0.1%
0.09%
-13.1%
FDX  FEDEX CORP$209,000
+17.4%
8100.0%0.08%
-9.6%
BIIB SellBIOGEN INC$208,000
-24.1%
867
-10.3%
0.08%
-41.4%
PSL BuyINVESCO EXCHANGE TRADED FD Tdwa staples$209,000
+2.5%
2,287
+0.4%
0.08%
-21.3%
ABT BuyABBOTT LABS$207,000
+64.3%
1,470
+37.4%
0.08%
+25.4%
TOL  TOLL BROTHERS INC$195,000
+30.9%
2,7000.0%0.08%
+1.3%
MBB BuyISHARES TRmbs etf$191,000
+99.0%
1,780
+100.7%
0.08%
+52.9%
ADBE  ADOBE SYSTEMS INCORPORATED$189,000
-1.6%
3340.0%0.08%
-24.5%
ZM BuyZOOM VIDEO COMMUNICATIONS INcl a$189,000
-21.9%
1,025
+10.8%
0.08%
-39.8%
REGN BuyREGENERON PHARMACEUTICALS$189,000
+25.2%
300
+20.0%
0.08%
-3.8%
ITA BuyISHARES TRus aer def etf$186,000
-1.6%
1,812
+0.1%
0.08%
-24.0%
 GENERAL ELECTRIC CO$183,000
-8.0%
1,9340.0%0.08%
-28.6%
IBB  ISHARES TRishares biotech$183,000
-5.7%
1,2000.0%0.08%
-27.2%
AMGN  AMGEN INC$184,000
+5.7%
8200.0%0.08%
-18.5%
QUAL BuyISHARES TRmsci usa qlt fct$184,000
+73.6%
1,261
+57.4%
0.08%
+33.9%
AEP BuyAMERICAN ELEC PWR CO INC$181,000
+18.3%
2,039
+7.9%
0.07%
-8.6%
CVS SellCVS HEALTH CORP$179,000
+21.8%
1,731
-0.1%
0.07%
-6.4%
PBE  INVESCO EXCHANGE TRADED FD Tdynmc biotech$178,000
-4.8%
2,5000.0%0.07%
-26.3%
IGSB BuyISHARES TR$175,000
+73.3%
3,250
+75.6%
0.07%
+31.5%
COMT BuyISHARES U S ETF TRgsci cmdty stgy$173,000
+66.3%
5,601
+93.1%
0.07%
+29.1%
EW BuyEDWARDS LIFESCIENCES CORP$171,000
+52.7%
1,320
+33.3%
0.07%
+18.6%
XAR  SPDR SER TRaerospace def$169,000
-2.3%
1,4500.0%0.07%
-25.0%
ICF BuyISHARES TRcohen steer reit$167,000
+125.7%
2,201
+95.5%
0.07%
+74.4%
EMGF BuyISHARES INCmsci emerg mkt$167,000
+57.5%
3,263
+59.2%
0.07%
+21.4%
PAG  PENSKE AUTOMOTIVE GRP INC$166,000
+6.4%
1,5510.0%0.07%
-18.1%
CWB  SPDR SER TRbloomberg conv$165,000
-2.9%
1,9900.0%0.07%
-25.6%
KRE  SPDR SER TRs&p regl bkg$163,000
+4.5%
2,3000.0%0.07%
-19.3%
TSCO  TRACTOR SUPPLY CO$161,000
+17.5%
6750.0%0.07%
-9.6%
AEE SellAMEREN CORP$162,000
-10.0%
1,825
-18.0%
0.07%
-30.5%
CTVA  CORTEVA INC$156,000
+12.2%
3,2980.0%0.06%
-13.5%
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$157,000
-0.6%
3,168
+0.5%
0.06%
-23.8%
IYC  ISHARES TRus consum discre$151,000
+8.6%
1,8000.0%0.06%
-16.2%
CMCSA  COMCAST CORP NEWcl a$152,000
-10.1%
3,0300.0%0.06%
-31.1%
IWD  ISHARES TRrus 1000 val etf$151,000
+7.1%
9000.0%0.06%
-17.3%
GLW  CORNING INC$149,000
+2.1%
4,0000.0%0.06%
-20.8%
LMT BuyLOCKHEED MARTIN CORP$146,000
+62.2%
410
+57.7%
0.06%
+25.0%
WIL  BARCLAYS BANK PLCipath wmn ldrshp$148,000
+8.8%
1,4500.0%0.06%
-16.7%
CVX BuyCHEVRON CORP NEW$146,000
+24.8%
1,244
+8.2%
0.06%
-3.2%
BNDX SellVANGUARD CHARLOTTE FDStotal int bd etf$146,000
-19.8%
2,647
-17.2%
0.06%
-37.5%
TDIV BuyFIRST TR EXCHANGE-TRADED FDnasd tech div$148,000
+27.6%
2,350
+14.6%
0.06%
-1.6%
CGW  INVESCO EXCH TRADED FD TR IIs&p gbl water$146,000
+9.0%
2,4000.0%0.06%
-15.5%
VXF BuyVANGUARD INDEX FDSextend mkt etf$143,000
+14.4%
780
+13.7%
0.06%
-12.1%
QRVO  QORVO INC$141,000
-6.0%
8990.0%0.06%
-26.6%
MRK SellMERCK & CO INC$141,000
-51.0%
1,841
-52.1%
0.06%
-62.1%
BLK SellBLACKROCK INC$137,000
-25.9%
150
-31.8%
0.06%
-42.9%
IVOO BuyVANGUARD ADMIRAL FDS INCmidcp 400 idx$138,000
+24.3%
720
+15.6%
0.06%
-5.1%
SPYX  SPDR SER TRspdr s&p 500 etf$129,000
+11.2%
1,0920.0%0.05%
-13.1%
ACN BuyACCENTURE PLC IRELAND$127,000
+92.4%
306
+48.5%
0.05%
+48.6%
PG SellPROCTER AND GAMBLE CO$127,000
-7.3%
779
-20.4%
0.05%
-28.8%
PDCO BuyPATTERSON COS INC$127,000
-2.3%
4,325
+0.2%
0.05%
-24.6%
VONE BuyVANGUARD SCOTTSDALE FDSvng rus1000idx$128,000
+10.3%
584
+0.5%
0.05%
-14.8%
LHCG  LHC GROUP INC$126,000
-12.5%
9150.0%0.05%
-32.9%
VPU BuyVANGUARD WORLD FDSutilities etf$126,000
+13.5%
807
+1.5%
0.05%
-13.6%
MS SellMORGAN STANLEY$125,000
-42.4%
1,278
-42.6%
0.05%
-55.7%
IAU BuyISHARES GOLD TRishares new$125,000
+101.6%
3,581
+92.6%
0.05%
+54.5%
HTA  HEALTHCARE TR AMER INCcl a new$125,000
+12.6%
3,7500.0%0.05%
-13.6%
NVG  NUVEEN AMT FREE MUN CR INC F$123,000
+4.2%
6,8770.0%0.05%
-20.6%
PAYX  PAYCHEX INC$123,000
+20.6%
9030.0%0.05%
-7.4%
VNQ BuyVANGUARD INDEX FDSreal estate etf$120,000
+15.4%
1,030
+0.9%
0.05%
-10.9%
IYK  ISHARES TRus consm staples$120,000
+11.1%
6000.0%0.05%
-14.0%
DG  DOLLAR GEN CORP NEW$119,000
+11.2%
5050.0%0.05%
-14.0%
IHI  ISHARES TRu.s. med dvc etf$119,000
+5.3%
1,8000.0%0.05%
-18.3%
ITW  ILLINOIS TOOL WKS INC$120,000
+20.0%
4850.0%0.05%
-7.5%
PSJ BuyINVESCO EXCHANGE TRADED FD Tdynmc software$114,000
+15.2%
890
+29.0%
0.05%
-9.6%
NEE  NEXTERA ENERGY INC$112,000
+19.1%
1,2030.0%0.05%
-8.0%
BBY SellBEST BUY INC$112,000
-22.8%
1,100
-20.0%
0.05%
-40.3%
ES  EVERSOURCE ENERGY$113,000
+10.8%
1,2460.0%0.05%
-14.8%
IMCG  ISHARES TRmrgstr md cp grw$110,000
+6.8%
1,5000.0%0.04%
-18.2%
TTEC  TTEC HLDGS INC$109,000
-2.7%
1,2000.0%0.04%
-25.4%
VIG BuyVANGUARD SPECIALIZED FUNDSdiv app etf$109,000
+12.4%
635
+0.3%
0.04%
-13.7%
BA SellBOEING CO$105,000
-22.8%
520
-16.1%
0.04%
-40.3%
VCIT NewVANGUARD SCOTTSDALE FDSint-term corp$105,0001,129
+100.0%
0.04%
OHI SellOMEGA HEALTHCARE INVS INC$102,000
-17.1%
3,462
-15.7%
0.04%
-35.4%
RGCO SellRGC RES INC$104,0000.0%4,500
-2.2%
0.04%
-23.6%
SCHE BuySCHWAB STRATEGIC TRemrg mkteq etf$102,0000.0%3,432
+2.1%
0.04%
-22.2%
CBRL  CRACKER BARREL OLD CTRY STOR$103,000
-8.0%
8000.0%0.04%
-28.8%
TDSE BuyEXCHANGE LISTED FDS TRcabana target 16$101,000
+248.3%
3,393
+233.3%
0.04%
+173.3%
TT BuyTRANE TECHNOLOGIES PLC$101,000
+114.9%
500
+81.8%
0.04%
+64.0%
TFLO  ISHARES TRtrs flt rt bd$100,0000.0%1,9880.0%0.04%
-22.6%
NQP  NUVEEN PENNSYLVANIA QLT MUN$101,000
+1.0%
6,7910.0%0.04%
-22.6%
APO  APOLLO GLOBAL MGMT INC$98,000
+18.1%
1,3500.0%0.04%
-9.1%
ABCB  AMERIS BANCORP$99,000
-4.8%
2,0000.0%0.04%
-27.3%
GLD BuySPDR GOLD TR$96,000
+6.7%
559
+1.8%
0.04%
-18.8%
ANTM  ANTHEM INC$92,000
+24.3%
1980.0%0.04%
-2.6%
BND SellVANGUARD BD INDEX FDStotal bnd mrkt$92,000
-59.1%
1,088
-58.6%
0.04%
-68.1%
AWK  AMERICAN WTR WKS CO INC NEW$94,000
+10.6%
5000.0%0.04%
-15.6%
MSCI  MSCI INC$92,000
+1.1%
1500.0%0.04%
-20.8%
MSA  MSA SAFETY INC$91,000
+4.6%
6000.0%0.04%
-19.6%
ABBV  ABBVIE INC$91,000
+26.4%
6720.0%0.04%
-2.6%
VTV BuyVANGUARD INDEX FDSvalue etf$89,000
+9.9%
603
+0.2%
0.04%
-16.3%
PAYC  PAYCOM SOFTWARE INC$87,000
-16.3%
2090.0%0.04%
-34.5%
BRKB  BERKSHIRE HATHAWAY INC DELcl b new$89,000
+8.5%
2990.0%0.04%
-16.3%
SLV  ISHARES SILVER TRishares$88,000
+4.8%
4,1020.0%0.04%
-20.0%
PYPL BuyPAYPAL HLDGS INC$85,000
+7.6%
452
+49.7%
0.04%
-16.7%
BBH  VANECK ETF TRUSTbiotech etf$85,000
-6.6%
4500.0%0.04%
-27.1%
ESGU NewISHARES TResg awr msci usa$86,000798
+100.0%
0.04%
CPK  CHESAPEAKE UTILS CORP$84,000
+21.7%
5750.0%0.03%
-8.1%
XYL  XYLEM INC$84,000
-3.4%
7000.0%0.03%
-26.1%
RPG  INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt$84,000
+9.1%
4000.0%0.03%
-17.1%
TER  TERADYNE INC$82,000
+49.1%
5000.0%0.03%
+13.8%
BP BuyBP PLCsponsored adr$80,000
+14.3%
3,022
+17.8%
0.03%
-10.8%
PWR  QUANTA SVCS INC$78,000
+1.3%
6800.0%0.03%
-22.0%
SBUX  STARBUCKS CORP$79,000
+6.8%
6750.0%0.03%
-17.9%
STOR  STORE CAP CORP$77,000
+6.9%
2,2500.0%0.03%
-18.4%
WFCPRL NewWELLS FARGO CO NEWperp pfd cnv a$75,00050
+100.0%
0.03%
BDX  BECTON DICKINSON & CO$75,000
+1.4%
3000.0%0.03%
-20.5%
KKR  KKR & CO INC$75,000
+23.0%
1,0000.0%0.03%
-3.1%
LNC  LINCOLN NATL CORP IND$75,000
-1.3%
1,1060.0%0.03%
-22.5%
SPTM BuySPDR SER TRportfoli s&p1500$75,000
+167.9%
1,280
+145.2%
0.03%
+106.7%
BAX  BAXTER INTL INC$77,000
+6.9%
9000.0%0.03%
-18.4%
ADP  AUTOMATIC DATA PROCESSING IN$74,000
+23.3%
3000.0%0.03%
-6.2%
ISRG BuyINTUITIVE SURGICAL INC$74,000
-37.3%
207
+73.9%
0.03%
-52.4%
SYY  SYSCO CORP$73,0000.0%9330.0%0.03%
-23.1%
CLX  CLOROX CO DEL$70,000
+6.1%
4000.0%0.03%
-17.1%
SCHA BuySCHWAB STRATEGIC TRus sml cap etf$70,000
+2.9%
685
+0.6%
0.03%
-19.4%
QQXT NewFIRST TR EXCHANGE-TRADED FDnasdaq 100 ex$71,000800
+100.0%
0.03%
CP SellCANADIAN PAC RY LTD$68,000
-2.9%
950
-11.6%
0.03%
-24.3%
FDN  FIRST TR EXCHANGE-TRADED FDdj internt idx$68,000
-4.2%
3000.0%0.03%
-26.3%
DFS BuyDISCOVER FINL SVCS$69,000
+86.5%
600
+100.0%
0.03%
+40.0%
LRCX  LAM RESEARCH CORP$65,000
+27.5%
900.0%0.03%0.0%
URI BuyUNITED RENTALS INC$66,000
+88.6%
200
+100.0%
0.03%
+42.1%
GMED  GLOBUS MED INCcl a$65,000
-5.8%
9000.0%0.03%
-27.0%
SBCF  SEACOAST BKG CORP FLA$67,000
+4.7%
1,9000.0%0.03%
-20.6%
VTI BuyVANGUARD INDEX FDStotal stk mkt$66,000
+73.7%
275
+61.8%
0.03%
+35.0%
FIVE  FIVE BELOW INC$65,000
+16.1%
3160.0%0.03%
-10.0%
V  VISA INC$65,000
-3.0%
3000.0%0.03%
-25.0%
ARKK  ARK ETF TRinnovation etf$66,000
-14.3%
7000.0%0.03%
-34.1%
RSG  REPUBLIC SVCS INC$63,000
+16.7%
4500.0%0.03%
-10.3%
CAR  AVIS BUDGET GROUP$62,000
+77.1%
3000.0%0.02%
+31.6%
BYD BuyBOYD GAMING CORP$59,000
+136.0%
900
+125.0%
0.02%
+84.6%
VWOB SellVANGUARD WHITEHALL FDSemerg mkt bd etf$58,000
-17.1%
750
-16.2%
0.02%
-35.1%
ANET BuyARISTA NETWORKS INC$58,000
+70.6%
400
+300.0%
0.02%
+33.3%
LQD BuyISHARES TRiboxx inv cp etf$59,000
+59.5%
446
+61.6%
0.02%
+20.0%
MSI  MOTOROLA SOLUTIONS INC$60,000
+17.6%
2190.0%0.02%
-11.1%
BWXT  BWX TECHNOLOGIES INC$58,000
-10.8%
1,2150.0%0.02%
-29.4%
AJG  GALLAGHER ARTHUR J & CO$59,000
+13.5%
3500.0%0.02%
-14.3%
AA NewALCOA CORP$60,0001,000
+100.0%
0.02%
VERU  VERU INC$59,000
-30.6%
10,0000.0%0.02%
-46.7%
PM  PHILIP MORRIS INTL INC$56,000
+1.8%
5850.0%0.02%
-20.7%
ITOT  ISHARES TRcore s&p ttl stk$56,000
+9.8%
5230.0%0.02%
-14.8%
SQ BuyBLOCK INCcl a$57,000
+58.3%
350
+133.3%
0.02%
+21.1%
HSBC  HSBC HLDGS PLCspon adr new$57,000
+16.3%
1,8850.0%0.02%
-11.5%
PANW NewPALO ALTO NETWORKS INC$56,000100
+100.0%
0.02%
BRC  BRADY CORPcl a$54,000
+5.9%
1,0000.0%0.02%
-18.5%
SYK  STRYKER CORPORATION$53,0000.0%2000.0%0.02%
-21.4%
SWKS BuySKYWORKS SOLUTIONS INC$54,000
+125.0%
348
+135.1%
0.02%
+69.2%
DHI  D R HORTON INC$54,000
+28.6%
5000.0%0.02%0.0%
FTAI  FORTRESS TRANS INFRST INVS L$54,000
+14.9%
1,8500.0%0.02%
-12.0%
TDOC  TELADOC HEALTH INC$53,000
-28.4%
5800.0%0.02%
-43.6%
GM  GENERAL MTRS CO$55,000
+12.2%
9300.0%0.02%
-15.4%
APH  AMPHENOL CORP NEWcl a$52,000
+18.2%
6000.0%0.02%
-8.7%
NNN  NATIONAL RETAIL PROPERTIES I$51,000
+10.9%
1,0650.0%0.02%
-12.5%
CDC  VICTORY PORTFOLIOS II$52,000
+8.3%
7400.0%0.02%
-16.0%
VSDA  VICTORY PORTFOLIOS II$48,000
+11.6%
1,0000.0%0.02%
-13.0%
MATX  MATSON INC$50,000
+13.6%
5500.0%0.02%
-13.0%
WEC  WEC ENERGY GROUP INC$49,000
+11.4%
5000.0%0.02%
-13.0%
MDYG  SPDR SER TRs&p 400 mdcp grw$49,000
+8.9%
5950.0%0.02%
-16.7%
RTX  RAYTHEON TECHNOLOGIES CORP$49,0000.0%5680.0%0.02%
-23.1%
PETS  PETMED EXPRESS INC$47,000
-6.0%
1,8500.0%0.02%
-26.9%
TMUS  T-MOBILE US INC$46,000
-9.8%
4000.0%0.02%
-29.6%
GOAU  ETF SER SOLUTIONSus gbl gld pre$46,000
+9.5%
2,5750.0%0.02%
-13.6%
DOW  DOW INC$47,000
-2.1%
8360.0%0.02%
-24.0%
SDOG SellALPS ETF TRsectr div dogs$47,000
-21.7%
868
-25.7%
0.02%
-40.6%
MDYV  SPDR SER TRs&p 400 mdcp val$47,000
+6.8%
6650.0%0.02%
-17.4%
EMR  EMERSON ELEC CO$46,000
-2.1%
5000.0%0.02%
-24.0%
TGT NewTARGET CORP$46,000200
+100.0%
0.02%
SPH SellSUBURBAN PROPANE PARTNERS Lunit ltd partn$46,000
-8.0%
3,133
-4.3%
0.02%
-26.9%
DON  WISDOMTREE TRus midcap divid$44,000
+7.3%
1,0000.0%0.02%
-18.2%
BEPC  BROOKFIELD RENEWABLE CORPcl a sub vtg$45,000
-4.3%
1,2130.0%0.02%
-28.0%
AMP NewAMERIPRISE FINL INC$45,000150
+100.0%
0.02%
KLAC NewKLA CORP$43,000100
+100.0%
0.02%
DALT BuyTWO RDS SHARED TRanfield diversif$44,000
+57.1%
4,249
+55.6%
0.02%
+20.0%
ODFL NewOLD DOMINION FREIGHT LINE IN$45,000125
+100.0%
0.02%
RNG  RINGCENTRAL INCcl a$45,000
-13.5%
2400.0%0.02%
-35.7%
WFC  WELLS FARGO CO NEW$45,000
+2.3%
9400.0%0.02%
-21.7%
AKR NewACADIA RLTY TR$44,0002,000
+100.0%
0.02%
IJR NewISHARES TRcore s&p scp etf$43,000376
+100.0%
0.02%
EQT NewEQT CORP$44,0002,000
+100.0%
0.02%
ADM  ARCHER DANIELS MIDLAND CO$44,000
+12.8%
6500.0%0.02%
-14.3%
MCHI  ISHARES TRmsci china etf$45,000
-6.2%
7100.0%0.02%
-28.0%
MRVL NewMARVELL TECHNOLOGY INC$44,000500
+100.0%
0.02%
YUM  YUM BRANDS INC$42,000
+13.5%
3000.0%0.02%
-15.0%
AGNC  AGNC INVT CORP$42,000
-4.5%
2,8000.0%0.02%
-26.1%
GTNA  GRAY TELEVISION INCcl a$42,000
-17.6%
2,2960.0%0.02%
-37.0%
DVN  DEVON ENERGY CORP NEW$42,000
+23.5%
9500.0%0.02%
-5.6%
CSCO  CISCO SYS INC$42,000
+16.7%
6690.0%0.02%
-10.5%
EXC  EXELON CORP$40,000
+17.6%
7000.0%0.02%
-11.1%
PSCH  INVESCO EXCH TRADED FD TR IIs&p smlcp helt$40,000
-2.4%
2250.0%0.02%
-27.3%
FCTR NewFIRST TR EXCHANGE-TRADED FDlunt us factor$39,0001,100
+100.0%
0.02%
YORW  YORK WTR CO$40,000
+14.3%
8000.0%0.02%
-15.8%
UTI  UNIVERSAL TECHNICAL INST INC$40,000
+17.6%
5,1000.0%0.02%
-11.1%
ARCC SellARES CAPITAL CORP$40,000
-7.0%
1,885
-10.1%
0.02%
-30.4%
MOS  MOSAIC CO NEW$39,000
+8.3%
1,0000.0%0.02%
-15.8%
CTLT BuyCATALENT INC$38,000
+40.7%
300
+50.0%
0.02%
+14.3%
OGE NewOGE ENERGY CORP$38,0001,000
+100.0%
0.02%
SDY SellSPDR SER TRs&p divid etf$39,000
-58.5%
300
-62.5%
0.02%
-68.0%
SCHB NewSCHWAB STRATEGIC TRus brd mkt etf$40,000354
+100.0%
0.02%
WELL  WELLTOWER INC$38,000
+5.6%
4400.0%0.02%
-15.8%
LNT  ALLIANT ENERGY CORP$40,000
+11.1%
6500.0%0.02%
-15.8%
PEG  PUBLIC SVC ENTERPRISE GRP IN$40,000
+8.1%
6000.0%0.02%
-20.0%
PBJ  INVESCO EXCHANGE TRADED FD Tdynmc food bev$36,000
+5.9%
8000.0%0.02%
-16.7%
FIZZ  NATIONAL BEVERAGE CORP$36,000
-14.3%
8000.0%0.02%
-31.8%
DE  DEERE & CO$36,000
+2.9%
1040.0%0.02%
-21.1%
SPAB BuySPDR SER TRportfolio agrgte$36,000
+89.5%
1,228
+89.8%
0.02%
+50.0%
CB BuyCHUBB LIMITED$37,000
+117.6%
192
+92.0%
0.02%
+66.7%
XSD  SPDR SER TRs&p semicndctr$36,000
+20.0%
1500.0%0.02%
-6.2%
CDNS NewCADENCE DESIGN SYSTEM INC$37,000200
+100.0%
0.02%
TTWO NewTAKE-TWO INTERACTIVE SOFTWAR$36,000200
+100.0%
0.02%
XLU  SELECT SECTOR SPDR TRsbi int-utils$36,000
+12.5%
5000.0%0.02%
-11.8%
HUM NewHUMANA INC$35,00075
+100.0%
0.01%
SEE NewSEALED AIR CORP NEW$34,000500
+100.0%
0.01%
IDU  ISHARES TRu.s. utilits etf$35,000
+9.4%
4000.0%0.01%
-17.6%
STIP  ISHARES TR0-5 yr tips etf$35,0000.0%3340.0%0.01%
-26.3%
AUPH  AURINIA PHARMACEUTICALS INC$34,000
+3.0%
1,5000.0%0.01%
-17.6%
MANH  MANHATTAN ASSOCIATES INC$31,0000.0%2000.0%0.01%
-18.8%
SNAP NewSNAP INCcl a$33,000700
+100.0%
0.01%
SMPL NewSIMPLY GOOD FOODS CO$33,000800
+100.0%
0.01%
CARR  CARRIER GLOBAL CORPORATION$31,000
+6.9%
5680.0%0.01%
-13.3%
VTR SellVENTAS INC$31,000
-16.2%
605
-8.7%
0.01%
-35.0%
HON SellHONEYWELL INTL INC$31,000
-73.5%
150
-72.7%
0.01%
-79.0%
STLD NewSTEEL DYNAMICS INC$31,000500
+100.0%
0.01%
CRWD BuyCROWDSTRIKE HLDGS INCcl a$32,000
+3100.0%
154
+3750.0%
0.01%
+1200.0%
PTH  INVESCO EXCHANGE TRADED FD Tdwa healthcare$31,000
-3.1%
2000.0%0.01%
-23.5%
DWAS  INVESCO EXCH TRADED FD TR IIdwa smlcp ment$33,0000.0%3700.0%0.01%
-23.5%
ROKU  ROKU INC$31,000
-26.2%
1350.0%0.01%
-40.9%
DTE  DTE ENERGY CO$33,000
+6.5%
2750.0%0.01%
-18.8%
ICLN  ISHARES TRgl clean ene etf$32,0000.0%1,5000.0%0.01%
-23.5%
TJX SellTJX COS INC NEW$32,000
-8.6%
425
-19.0%
0.01%
-31.6%
NMZ  NUVEEN MUN HIGH INCOME OPPOR$32,0000.0%2,1390.0%0.01%
-23.5%
JD  JD.COM INCspon adr cl a$32,000
-3.0%
4500.0%0.01%
-23.5%
NVAX NewNOVAVAX INC$29,000200
+100.0%
0.01%
APD  AIR PRODS & CHEMS INC$29,000
+20.8%
950.0%0.01%
-7.7%
AFRM BuyAFFIRM HLDGS INC$30,000
+25.0%
300
+50.0%
0.01%
-7.7%
DIN  DINE BRANDS GLOBAL INC$30,000
-6.2%
4000.0%0.01%
-29.4%
TDC  TERADATA CORP DEL$30,000
-25.0%
7000.0%0.01%
-42.9%
QABA  FIRST TR NASDAQ ABA CMNTY BK$30,000
+7.1%
5000.0%0.01%
-20.0%
BHK NewBLACKROCK CORE BD TR$30,0001,826
+100.0%
0.01%
RZV  INVESCO EXCHANGE TRADED FD Ts&p sml600 val$29,000
+3.6%
3000.0%0.01%
-20.0%
CME  CME GROUP INC$30,000
+20.0%
1300.0%0.01%
-7.7%
COG NewCOTERRA ENERGY INC$29,0001,500
+100.0%
0.01%
VYMI  VANGUARD WHITEHALL FDSintl high etf$29,000
+3.6%
4300.0%0.01%
-20.0%
SCHP BuySCHWAB STRATEGIC TRus tips etf$29,0000.0%469
+0.9%
0.01%
-20.0%
PINS  PINTEREST INCcl a$26,000
-27.8%
7100.0%0.01%
-42.1%
EXPE NewEXPEDIA GROUP INC$27,000150
+100.0%
0.01%
CZR  CAESARS ENTERTAINMENT INC NE$28,000
-17.6%
3000.0%0.01%
-38.9%
MU NewMICRON TECHNOLOGY INC$28,000300
+100.0%
0.01%
PHG NewKONINKLIJKE PHILIPS N V$28,000770
+100.0%
0.01%
ITT  ITT INC$26,000
+23.8%
2500.0%0.01%0.0%
NTRA NewNATERA INC$28,000300
+100.0%
0.01%
MUR  MURPHY OIL CORP$26,000
+4.0%
1,0000.0%0.01%
-15.4%
MDT  MEDTRONIC PLC$28,000
-17.6%
2740.0%0.01%
-38.9%
CNQ  CANADIAN NAT RES LTD$27,000
+12.5%
6500.0%0.01%
-15.4%
AFG  AMERICAN FINL GROUP INC OHIO$27,000
+8.0%
2000.0%0.01%
-15.4%
GSK BuyGLAXOSMITHKLINE PLCsponsored adr$26,000
+73.3%
600
+50.0%
0.01%
+37.5%
DAL  DELTA AIR LINES INC DEL$28,000
-6.7%
7040.0%0.01%
-31.2%
NRZ  NEW RESIDENTIAL INVT CORP$28,000
-3.4%
2,6000.0%0.01%
-26.7%
VTWO SellVANGUARD SCOTTSDALE FDSvng rus2000idx$27,000
-12.9%
301
-12.8%
0.01%
-31.2%
DOV NewDOVER CORP$27,000150
+100.0%
0.01%
MBUU NewMALIBU BOATS INC$27,000400
+100.0%
0.01%
TTD NewTHE TRADE DESK INC$27,000300
+100.0%
0.01%
CI  CIGNA CORP NEW$24,000
+14.3%
1040.0%0.01%
-9.1%
AAP  ADVANCE AUTO PARTS INC$24,000
+14.3%
1000.0%0.01%
-9.1%
ALL  ALLSTATE CORP$24,000
-4.0%
2000.0%0.01%
-23.1%
AMRC  AMERESCO INCcl a$24,000
+33.3%
3000.0%0.01%0.0%
CARS NewCARS COM INC$24,0001,500
+100.0%
0.01%
DVLU NewFIRST TR EXCHANGE-TRADED FDdorsy wrgh vlu$25,0001,000
+100.0%
0.01%
GAB BuyGABELLI EQUITY TR INC$25,000
+56.2%
3,461
+44.0%
0.01%
+25.0%
IXN NewISHARES TRglobal tech etf$25,000383
+100.0%
0.01%
IYE NewISHARES TRu.s. energy etf$24,000802
+100.0%
0.01%
KMB BuyKIMBERLY-CLARK CORP$24,000
+9.1%
167
+0.6%
0.01%
-16.7%
PSEC NewPROSPECT CAP CORP$25,0002,997
+100.0%
0.01%
SAIL NewSAILPOINT TECHNOLOGIES HLDGS$24,000500
+100.0%
0.01%
ESTC NewELASTIC N V$25,000200
+100.0%
0.01%
OKTA  OKTA INCcl a$22,000
-8.3%
1000.0%0.01%
-30.8%
PFFD NewGLOBAL X FDSus pfd etf$22,000840
+100.0%
0.01%
HE  HAWAIIAN ELEC INDUSTRIES$21,000
+5.0%
5000.0%0.01%
-18.2%
NewBATH & BODY WORKS INC$21,000300
+100.0%
0.01%
FITB  FIFTH THIRD BANCORP$22,000
+4.8%
5000.0%0.01%
-18.2%
BLV NewVANGUARD BD INDEX FDSlong term bond$22,000209
+100.0%
0.01%
EL  LAUDER ESTEE COS INCcl a$23,000
+27.8%
610.0%0.01%
-10.0%
FXD  FIRST TR EXCHANGE TRADED FDconsumr discre$22,000
+4.8%
3500.0%0.01%
-18.2%
DDD  3-D SYS CORP DEL$22,000
-21.4%
1,0000.0%0.01%
-40.0%
IXG NewISHARES TRglobal finls etf$21,000257
+100.0%
0.01%
ESGE NewISHARES INCesg awr msci em$21,000526
+100.0%
0.01%
SMG  SCOTTS MIRACLE-GRO COcl a$23,000
+9.5%
1450.0%0.01%
-18.2%
IGLB  ISHARES TR10+ yr invst grd$23,0000.0%3340.0%0.01%
-25.0%
XLV  SELECT SECTOR SPDR TRsbi healthcare$21,000
+10.5%
1510.0%0.01%
-10.0%
BIV BuyVANGUARD BD INDEX FDSintermed term$21,000
+90.9%
241
+92.8%
0.01%
+50.0%
ED  CONSOLIDATED EDISON INC$20,000
+17.6%
2340.0%0.01%
-11.1%
PKG  PACKAGING CORP AMER$20,000
-4.8%
1500.0%0.01%
-27.3%
HYD  VANECK ETF TRUSThigh yld munietf$19,0000.0%3000.0%0.01%
-20.0%
IJS  ISHARES TRsp smcp600vl etf$20,0000.0%1940.0%0.01%
-27.3%
IDV  ISHARES TRintl sel div etf$19,0000.0%6250.0%0.01%
-20.0%
DHR  DANAHER CORPORATION$19,000
+5.6%
580.0%0.01%
-20.0%
MPC  MARATHON PETE CORP$19,0000.0%3000.0%0.01%
-20.0%
UPWK NewUPWORK INC$20,000600
+100.0%
0.01%
MDY  SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$19,000
+5.6%
370.0%0.01%
-20.0%
IFV  FIRST TR EXCHANGE-TRADED FDdorsey wright$19,000
+5.6%
8000.0%0.01%
-20.0%
LOPE  GRAND CANYON ED INC$20,0000.0%2320.0%0.01%
-27.3%
VRTX SellVERTEX PHARMACEUTICALS INC$20,000
-41.2%
90
-52.6%
0.01%
-55.6%
VOX BuyVANGUARD WORLD FDS$20,000
+66.7%
149
+79.5%
0.01%
+33.3%
ADS NewALLIANCE DATA SYSTEMS CORP$20,000300
+100.0%
0.01%
FAF  FIRST AMERN FINL CORP$16,000
+23.1%
2000.0%0.01%0.0%
HEI  HEICO CORP NEW$17,000
+13.3%
1170.0%0.01%
-12.5%
BIP  BROOKFIELD INFRAST PARTNERSlp int unit$18,000
+5.9%
3000.0%0.01%
-22.2%
BECN  BEACON ROOFING SUPPLY INC$17,000
+21.4%
3000.0%0.01%0.0%
EVRG  EVERGY INC$16,000
+14.3%
2260.0%0.01%0.0%
ORLY  OREILLY AUTOMOTIVE INC$16,000
+14.3%
230.0%0.01%0.0%
FBHS  FORTUNE BRANDS HOME & SEC IN$16,000
+14.3%
1510.0%0.01%0.0%
AUDC  AUDIOCODES LTDord$18,000
+5.9%
5300.0%0.01%
-22.2%
WRK  WESTROCK CO$17,000
-10.5%
3730.0%0.01%
-30.0%
AYX NewALTERYX INC$18,000300
+100.0%
0.01%
IDA  IDACORP INC$17,000
+6.2%
1500.0%0.01%
-12.5%
SIX  SIX FLAGS ENTMT CORP NEW$17,0000.0%4000.0%0.01%
-22.2%
KR  KROGER CO$17,000
+13.3%
3800.0%0.01%
-12.5%
EB NewEVENTBRITE INC$16,000900
+100.0%
0.01%
GUSH  DIREXION SHS ETF TRoil gas bl 2x sh$18,0000.0%2000.0%0.01%
-30.0%
ORCL SellORACLE CORP$17,000
-85.0%
200
-84.6%
0.01%
-88.3%
ILCG NewISHARES TRmorningstar grwt$18,000255
+100.0%
0.01%
IJT  ISHARES TRs&p sml 600 gwt$16,000
+6.7%
1140.0%0.01%
-12.5%
DGX  QUEST DIAGNOSTICS INC$17,000
+13.3%
1000.0%0.01%
-12.5%
SPYV NewSPDR SER TRprtflo s&p500 vl$18,000420
+100.0%
0.01%
RDSA NewROYAL DUTCH SHELL PLCspons adr a$17,000383
+100.0%
0.01%
GDX  VANECK ETF TRUSTgold miners etf$14,000
+7.7%
4430.0%0.01%
-14.3%
NewKYNDRYL HLDGS INC$14,000749
+100.0%
0.01%
YUMC  YUM CHINA HLDGS INC$15,000
-11.8%
3000.0%0.01%
-33.3%
ANSS  ANSYS INC$14,000
+16.7%
350.0%0.01%0.0%
WEN  WENDYS CO$14,000
+7.7%
6000.0%0.01%
-14.3%
VTRS SellVIATRIS INC$14,000
-6.7%
1,062
-4.2%
0.01%
-25.0%
VO  VANGUARD INDEX FDSmid cap etf$14,000
+7.7%
560.0%0.01%
-14.3%
IGR  CBRE GBL REAL ESTATE INC FD$14,000
+16.7%
1,4100.0%0.01%0.0%
OSIS SellOSI SYSTEMS INC$14,000
-50.0%
150
-50.0%
0.01%
-60.0%
OXY  OCCIDENTAL PETE CORP$14,000
-6.7%
5000.0%0.01%
-25.0%
CERN  CERNER CORP$14,000
+40.0%
1470.0%0.01%
+20.0%
ACWI NewISHARES TRmsci acwi etf$14,000132
+100.0%
0.01%
PPC  PILGRIMS PRIDE CORP$14,000
-6.7%
5000.0%0.01%
-25.0%
OLED SellUNIVERSAL DISPLAY CORP$15,000
-53.1%
90
-52.6%
0.01%
-64.7%
PLNT  PLANET FITNESS INCcl a$14,000
+16.7%
1500.0%0.01%0.0%
PSCU BuyINVESCO EXCH TRADED FD TR IIs&p smlcp util$14,000
+7.7%
201
+1.0%
0.01%
-14.3%
INTU  INTUIT$14,000
+16.7%
220.0%0.01%0.0%
QDEF NewFLEXSHARES TRqlt div def idx$14,000239
+100.0%
0.01%
SJM  SMUCKER J M CO$14,000
+16.7%
1020.0%0.01%0.0%
HBAN  HUNTINGTON BANCSHARES INC$15,0000.0%1,0000.0%0.01%
-25.0%
SNBR NewSLEEP NUMBER CORP$15,000200
+100.0%
0.01%
NTR  NUTRIEN LTD$12,000
+20.0%
1600.0%0.01%0.0%
IWS  ISHARES TRrus mdcp val etf$12,0000.0%1020.0%0.01%
-16.7%
CCL  CARNIVAL CORP$13,000
-18.8%
6530.0%0.01%
-37.5%
FE  FIRSTENERGY CORP$12,000
+9.1%
3000.0%0.01%
-16.7%
OTIS  OTIS WORLDWIDE CORP$13,0000.0%1540.0%0.01%
-28.6%
MDLZ  MONDELEZ INTL INCcl a$13,000
+8.3%
2000.0%0.01%
-16.7%
VSS  VANGUARD INTL EQUITY INDEX Fftse smcap etf$12,0000.0%870.0%0.01%
-16.7%
AESR BuyTWO RDS SHARED TRanfield us equ$13,000
+18.2%
913
+10.4%
0.01%
-16.7%
NUE  NUCOR CORP$13,000
+18.2%
1150.0%0.01%
-16.7%
CHTR  CHARTER COMMUNICATIONS INC Ncl a$13,000
-13.3%
200.0%0.01%
-37.5%
SWK  STANLEY BLACK & DECKER INC$12,000
+9.1%
640.0%0.01%
-16.7%
FAST  FASTENAL CO$10,000
+25.0%
1610.0%0.00%0.0%
FIS  FIDELITY NATL INFORMATION SV$11,000
-8.3%
1000.0%0.00%
-33.3%
CALM  CAL MAINE FOODS INC$11,0000.0%3000.0%0.00%
-33.3%
BR  BROADRIDGE FINL SOLUTIONS IN$9,000
+12.5%
500.0%0.00%0.0%
SBAC  SBA COMMUNICATIONS CORP NEWcl a$10,000
+25.0%
250.0%0.00%0.0%
XLE  SELECT SECTOR SPDR TRenergy$11,000
+10.0%
2000.0%0.00%
-20.0%
XLB  SELECT SECTOR SPDR TRsbi materials$9,000
+12.5%
1000.0%0.00%0.0%
BSX  BOSTON SCIENTIFIC CORP$9,0000.0%2090.0%0.00%
-20.0%
NKE  NIKE INCcl b$9,000
+12.5%
540.0%0.00%0.0%
BLFS  BIOLIFE SOLUTIONS INC$11,000
-8.3%
2860.0%0.00%
-33.3%
ZTR BuyVIRTUS GLOBAL DIVID & INCOME$9,000
+350.0%
1,000
+468.2%
0.00%
+300.0%
PDM  PIEDMONT OFFICE REALTY TR IN$10,000
+11.1%
5320.0%0.00%
-20.0%
 US ECOLOGY INC$10,0000.0%3000.0%0.00%
-20.0%
LHX  L3HARRIS TECHNOLOGIES INC$9,0000.0%410.0%0.00%
-20.0%
YY NewJOYY INC$9,000200
+100.0%
0.00%
WCLD  WISDOMTREE TR$10,000
-16.7%
2000.0%0.00%
-33.3%
FRST  PRIMIS FINANCIAL CORP$11,000
+10.0%
7000.0%0.00%
-20.0%
USO  UNITED STS OIL FD LPunits$9,0000.0%1700.0%0.00%
-20.0%
NewPROSHARES TRbitcoin strate$10,000355
+100.0%
0.00%
ECON  COLUMBIA ETF TR IIemrg markets etf$10,0000.0%4000.0%0.00%
-20.0%
USB  US BANCORP DEL$11,000
-8.3%
2000.0%0.00%
-33.3%
EOS  EATON VANCE ENHANCED EQUITY$9,000
+12.5%
3550.0%0.00%0.0%
ECL  ECOLAB INC$10,000
+11.1%
420.0%0.00%
-20.0%
CL  COLGATE PALMOLIVE CO$9,000
+12.5%
1000.0%0.00%0.0%
ENB  ENBRIDGE INC$10,0000.0%2470.0%0.00%
-20.0%
ORC NewORCHID IS CAP INC$9,0002,000
+100.0%
0.00%
O  REALTY INCOME CORP$11,000
+10.0%
1500.0%0.00%
-20.0%
EPD  ENTERPRISE PRODS PARTNERS L$9,0000.0%4000.0%0.00%
-20.0%
ACWV NewISHARES INCmsci gbl min vol$9,00086
+100.0%
0.00%
NewRIVIAN AUTOMOTIVE INC$10,000100
+100.0%
0.00%
REMX  VANECK ETF TRUSTrare earth/strtg$7,0000.0%630.0%0.00%
-25.0%
NIO  NIO INCspon ads$7,0000.0%2100.0%0.00%
-25.0%
OCSL SellOAKTREE SPECIALTY LENDING CO$7,000
-46.2%
1,000
-47.2%
0.00%
-57.1%
OCC  OPTICAL CABLE CORP$8,000
+33.3%
1,5000.0%0.00%0.0%
USIG BuyISHARES TRusd inv grde etf$7,000
+250.0%
111
+236.4%
0.00%
+200.0%
ROP  ROPER TECHNOLOGIES INC$8,000
+14.3%
160.0%0.00%
-25.0%
PJP  INVESCO EXCHANGE TRADED FD Tdynmc phrmctls$8,0000.0%1010.0%0.00%
-25.0%
NGVT  INGEVITY CORP$7,0000.0%1000.0%0.00%
-25.0%
HAIL  SPDR SER TRs&p kensho smart$8,0000.0%1500.0%0.00%
-25.0%
FIXD NewFIRST TR EXCHNG TRADED FD VItcw opportunis$7,000126
+100.0%
0.00%
SGU  STAR GROUP L Punit ltd partnr$8,000
+14.3%
7000.0%0.00%
-25.0%
MJ  ETF MANAGERS TRetfmg altr hrvst$7,000
-22.2%
6000.0%0.00%
-40.0%
TTP SellTORTOISE PIPELINE & ENERGY F$7,000
-22.2%
314
-12.5%
0.00%
-40.0%
DFIN  DONNELLEY FINL SOLUTIONS INC$8,000
+33.3%
1620.0%0.00%0.0%
DTM  DT MIDSTREAM INC$7,000
+16.7%
1370.0%0.00%0.0%
VOOV  VANGUARD ADMIRAL FDS INC500 val idx fd$8,0000.0%540.0%0.00%
-25.0%
CNP  CENTERPOINT ENERGY INC$7,000
+16.7%
2500.0%0.00%0.0%
BFB BuyBROWN FORMAN CORPcl b$7,0000.0%101
+1.0%
0.00%
-25.0%
ERH  ALLSPRING UTILITIES AND HIGHwf utilities inc$7,000
+16.7%
4750.0%0.00%0.0%
BIDU  BAIDU INCspon adr rep a$7,000
-12.5%
500.0%0.00%
-25.0%
NLY NewANNALY CAPITAL MANAGEMENT IN$8,0001,000
+100.0%
0.00%
ABC  AMERISOURCEBERGEN CORP$7,000
+16.7%
500.0%0.00%0.0%
RCL  ROYAL CARIBBEAN GROUP$8,000
-11.1%
1000.0%0.00%
-40.0%
GSL NewGLOBAL SHIP LEASE INC NEW$7,000300
+100.0%
0.00%
AIG SellAMERICAN INTL GROUP INC$6,000
-94.8%
100
-95.2%
0.00%
-96.7%
SILV  SILVERCREST METALS INC$5,000
+25.0%
6000.0%0.00%0.0%
FOXA  FOX CORP$6,000
-14.3%
1660.0%0.00%
-50.0%
BOUT  INNOVATOR ETFS TRibd breakout$4,000
+33.3%
1000.0%0.00%0.0%
IP  INTERNATIONAL PAPER CO$5,000
-16.7%
1000.0%0.00%
-33.3%
TAK NewTAKEDA PHARMACEUTICAL CO LTDsponsored ads$4,000271
+100.0%
0.00%
ET  ENERGY TRANSFER L P$5,000
-16.7%
6400.0%0.00%
-33.3%
TLT  ISHARES TR20 yr tr bd etf$5,0000.0%360.0%0.00%
-33.3%
PRU  PRUDENTIAL FINL INC$5,0000.0%480.0%0.00%
-33.3%
TOWN  TOWNEBANK PORTSMOUTH VA$6,0000.0%2000.0%0.00%
-33.3%
TYL  TYLER TECHNOLOGIES INC$5,000
+25.0%
90.0%0.00%0.0%
RRD  DONNELLEY R R & SONS CO$5,000
+150.0%
4330.0%0.00%
+100.0%
NewDIGITAL WORLD ACQUISITION CO$5,000100
+100.0%
0.00%
HYG  ISHARES TRiboxx hi yd etf$5,0000.0%560.0%0.00%
-33.3%
DBEM NewDBX ETF TRxtrack msci emrg$6,000240
+100.0%
0.00%
CUTR  CUTERA INC$5,000
-16.7%
1250.0%0.00%
-33.3%
CSGP  COSTAR GROUP INC$4,0000.0%500.0%0.00%0.0%
OUT  OUTFRONT MEDIA INC$5,0000.0%2000.0%0.00%
-33.3%
OGN  ORGANON & CO$6,0000.0%1840.0%0.00%
-33.3%
AOK NewISHARES TRconser alloc etf$4,000106
+100.0%
0.00%
VMBS NewVANGUARD SCOTTSDALE FDSmtg-bkd secs etf$5,000100
+100.0%
0.00%
ELY  CALLAWAY GOLF CO$5,000
-16.7%
2000.0%0.00%
-33.3%
VBK  VANGUARD INDEX FDSsml cp grw etf$5,0000.0%180.0%0.00%
-33.3%
JQC  NUVEEN CR STRATEGIES INCOME$5,0000.0%7000.0%0.00%
-33.3%
FLOT  ISHARES TRfltg rate nt etf$5,0000.0%970.0%0.00%
-33.3%
NVS  NOVARTIS AGsponsored adr$4,0000.0%510.0%0.00%0.0%
BB  BLACKBERRY LTD$5,0000.0%5000.0%0.00%
-33.3%
SMMV NewISHARES TRmsci usa smcp mn$6,000162
+100.0%
0.00%
NWSA  NEWS CORP NEWcl a$6,0000.0%2550.0%0.00%
-33.3%
VOD  VODAFONE GROUP PLC NEWsponsored adr$4,0000.0%2520.0%0.00%0.0%
IAGG  ISHARES TRcore intl aggr$5,0000.0%890.0%0.00%
-33.3%
GOLD  BARRICK GOLD CORP$6,000
+20.0%
3000.0%0.00%
-33.3%
WST  WEST PHARMACEUTICAL SVSC INC$5,0000.0%110.0%0.00%
-33.3%
WHR  WHIRLPOOL CORP$5,0000.0%230.0%0.00%
-33.3%
NewBACKBLAZE INC$5,000300
+100.0%
0.00%
KHC  KRAFT HEINZ CO$4,0000.0%1000.0%0.00%0.0%
NewLOYALTY VENTURES INC$4,000120
+100.0%
0.00%
LEN  LENNAR CORPcl a$6,000
+20.0%
500.0%0.00%
-33.3%
CCEP  COCA-COLA EUROPACIFIC PARTNE$6,0000.0%1120.0%0.00%
-33.3%
INFO  IHS MARKIT LTD$4,000
+33.3%
270.0%0.00%0.0%
MTA  METALLA RTY & STREAMING LTD$6,000
+20.0%
8000.0%0.00%
-33.3%
GLOB  GLOBANT S A$6,000
+20.0%
190.0%0.00%
-33.3%
RDWR  RADWARE LTDord$4,000
+33.3%
1000.0%0.00%0.0%
SSP  SCRIPPS E W CO OHIOcl a new$6,000
+20.0%
3000.0%0.00%
-33.3%
JOE  ST JOE CO$5,000
+25.0%
1000.0%0.00%0.0%
XLI  SELECT SECTOR SPDR TRsbi int-inds$5,0000.0%510.0%0.00%
-33.3%
HPE  HEWLETT PACKARD ENTERPRISE C$6,0000.0%3890.0%0.00%
-33.3%
GAIN  GLADSTONE INVT CORP$6,000
+20.0%
3500.0%0.00%
-33.3%
GBF NewISHARES TRgov/cred bd etf$2,00018
+100.0%
0.00%
AFL BuyAFLAC INC$2,0000.0%42
+2.4%
0.00%0.0%
IUSV NewISHARES TRcore s&p us vlu$3,00036
+100.0%
0.00%
RES  RPC INC$3,000
-25.0%
7500.0%0.00%
-50.0%
SJT  SAN JUAN BASIN RTY TRunit ben int$2,0000.0%3000.0%0.00%0.0%
RBA  RITCHIE BROS AUCTIONEERS$3,0000.0%510.0%0.00%
-50.0%
NewESS TECH INC$3,000250
+100.0%
0.00%
BIPC  BROOKFIELD INFRASTRUCTURE CO$2,0000.0%330.0%0.00%0.0%
IYR NewISHARES TRu.s. real es etf$3,00023
+100.0%
0.00%
IWP SellISHARES TRrus md cp gr etf$2,000
-50.0%
20
-42.9%
0.00%
-50.0%
VRSK  VERISK ANALYTICS INC$3,0000.0%150.0%0.00%
-50.0%
ROL  ROLLINS INC$3,0000.0%750.0%0.00%
-50.0%
BRBS  BLUE RIDGE BANKSHARES INC VA$2,0000.0%1000.0%0.00%0.0%
TEL  TE CONNECTIVITY LTD$2,000
+100.0%
100.0%0.00%0.0%
BL  BLACKLINE INC$2,000
-33.3%
240.0%0.00%
-50.0%
FHN  FIRST HORIZON CORPORATION$3,0000.0%1810.0%0.00%
-50.0%
CIM NewCHIMERA INVT CORP$3,000200
+100.0%
0.00%
IDCC  INTERDIGITAL INC$3,0000.0%400.0%0.00%
-50.0%
ILMN  ILLUMINA INC$2,0000.0%40.0%0.00%0.0%
IDXX  IDEXX LABS INC$3,0000.0%50.0%0.00%
-50.0%
CHE  CHEMED CORP NEW$2,0000.0%40.0%0.00%0.0%
IGIB NewISHARES TR$3,00049
+100.0%
0.00%
OLN  OLIN CORP$2,000
+100.0%
280.0%0.00%0.0%
IAG  IAMGOLD CORP$2,0000.0%7000.0%0.00%0.0%
OXYWS  OCCIDENTAL PETE CORP*w exp 08/03/202$2,000
+100.0%
1240.0%0.00%0.0%
IAC  IAC INTERACTIVECORP NEW$2,0000.0%180.0%0.00%0.0%
AMED  AMEDISYS INC$2,0000.0%120.0%0.00%0.0%
JNK BuySPDR SER TRbloomberg high y$3,0000.0%32
+18.5%
0.00%
-50.0%
BIL NewSPDR SER TRbloomberg 1-3 mo$2,00027
+100.0%
0.00%
BNDW NewVANGUARD SCOTTSDALE FDStotal wld bd etf$3,00037
+100.0%
0.00%
SCHZ  SCHWAB STRATEGIC TRus aggregate b$3,0000.0%640.0%0.00%
-50.0%
PFL  PIMCO INCOME STRATEGY FD$2,0000.0%1770.0%0.00%0.0%
JKHY  HENRY JACK & ASSOC INC$2,000
+100.0%
90.0%0.00%0.0%
TEVA  TEVA PHARMACEUTICAL INDS LTDsponsored ads$3,000
-25.0%
4250.0%0.00%
-50.0%
BPT  BP PRUDHOE BAY RTY TRunit ben int$2,0000.0%5000.0%0.00%0.0%
IUSG NewISHARES TRcore s&p us gwt$2,00017
+100.0%
0.00%
VEA BuyVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$2,00032
+3100.0%
0.00%
XRX  XEROX HOLDINGS CORP$3,0000.0%1500.0%0.00%
-50.0%
AUY  YAMANA GOLD INC$3,000
+50.0%
6000.0%0.00%0.0%
AVLR  AVALARA INC$2,0000.0%130.0%0.00%0.0%
CLMT NewCALUMET SPECIALTY PRODS PARTut ltd partner$3,000200
+100.0%
0.00%
KARS  KRANESHARES TRelec veh futur$3,0000.0%700.0%0.00%
-50.0%
ADI  ANALOG DEVICES INC$3,0000.0%180.0%0.00%
-50.0%
MRO  MARATHON OIL CORP$2,000
+100.0%
1000.0%0.00%0.0%
PNR  PENTAIR PLC$050.0%0.00%
GWRE  GUIDEWIRE SOFTWARE INC$1,0000.0%110.0%0.00%
-100.0%
ALC  ALCON AG$050.0%0.00%
DNN NewDENISON MINES CORP$0300
+100.0%
0.00%
AGZ NewISHARES TRagency bond etf$01
+100.0%
0.00%
EMB NewISHARES TRjpmorgan usd emg$02
+100.0%
0.00%
OUNZ NewVANECK MERK GOLD TRgold trust$1,00065
+100.0%
0.00%
AXU  ALEXCO RESOURCE CORP$1,0000.0%4000.0%0.00%
-100.0%
DXC  DXC TECHNOLOGY CO$1,0000.0%330.0%0.00%
-100.0%
LUMN NewLUMEN TECHNOLOGIES INC$06
+100.0%
0.00%
ESGV NewVANGUARD WORLD FDesg us stk etf$02
+100.0%
0.00%
IEI  ISHARES TR3 7 yr treas bd$1,0000.0%40.0%0.00%
-100.0%
LNSR  LENSAR INC$0100.0%0.00%
PJT  PJT PARTNERS INC$050.0%0.00%
CNDT  CONDUENT INC$1,0000.0%1200.0%0.00%
-100.0%
FVRR  FIVERR INTL LTD$1,0000.0%60.0%0.00%
-100.0%
NewORION OFFICE REIT INC$015
+100.0%
0.00%
AGI  ALAMOS GOLD INC NEW$0190.0%0.00%
C  CITIGROUP INC$1,0000.0%200.0%0.00%
-100.0%
ILTB  ISHARES TRcore lt usdb etf$1,0000.0%70.0%0.00%
-100.0%
CASI NewCASI PHARMACEUTICALS INC$05
+100.0%
0.00%
SALM  SALEM MEDIA GROUP INCcl a$1,0000.0%4000.0%0.00%
-100.0%
NewCAPSTONE GREEN ENERGY CORP$1,000450
+100.0%
0.00%
VEC  VECTRUS INC$050.0%0.00%
CMBS NewISHARES TRcmbs etf$03
+100.0%
0.00%
MTSI  MACOM TECH SOLUTIONS HLDGS I$050.0%0.00%
RA  BROOKFIELD REAL ASSETS INCOM$1,0000.0%310.0%0.00%
-100.0%
ISTB  ISHARES TRcore 1 5 yr usd$1,0000.0%180.0%0.00%
-100.0%
IEMG NewISHARES INCcore msci emkt$06
+100.0%
0.00%
EWU NewISHARES TRmsci uk etf new$1,00020
+100.0%
0.00%
VMEO  VIMEO INC$0
-100.0%
190.0%0.00%
-100.0%
BEAM  BEAM THERAPEUTICS INC$030.0%0.00%
WAB  WABTEC$020.0%0.00%
WTRH  WAITR HLDGS INC$1,0000.0%1,2500.0%0.00%
-100.0%
GF  NEW GERMANY FD INC$1,000
-50.0%
800.0%0.00%
-100.0%
BLDP  BALLARD PWR SYS INC NEW$1,0000.0%400.0%0.00%
-100.0%
USHY NewISHARES TRbroad usd high$1,00013
+100.0%
0.00%
NEOG  NEOGEN CORP$1,0000.0%200.0%0.00%
-100.0%
HL  HECLA MNG CO$1,0000.0%2000.0%0.00%
-100.0%
HCSG  HEALTHCARE SVCS GROUP INC$1,000
-50.0%
630.0%0.00%
-100.0%
NATI  NATIONAL INSTRS CORP$1,0000.0%340.0%0.00%
-100.0%
CDMO NewAVID BIOSERVICES INC$1,00025
+100.0%
0.00%
SCHF BuySCHWAB STRATEGIC TRintl eqty etf$1,0000.0%36
+2.9%
0.00%
-100.0%
GCI SellGANNETT CO INC$1,000
-66.7%
266
-38.4%
0.00%
-100.0%
ADNT  ADIENT PLC$020.0%0.00%
BLCN SellSIREN ETF TRnsd nxgn eco etf$1,000
-90.9%
18
-92.7%
0.00%
-100.0%
SIRI  SIRIUS XM HOLDINGS INC$1,0000.0%2020.0%0.00%
-100.0%
SPTS NewSPDR SER TRportfolio sh tsr$1,00037
+100.0%
0.00%
GNTX  GENTEX CORP$1,0000.0%420.0%0.00%
-100.0%
FDL  FIRST TR MORNINGSTAR DIVID L$030.0%0.00%
SCHX  SCHWAB STRATEGIC TRus lrg cap etf$1,0000.0%130.0%0.00%
-100.0%
GHYG NewISHARES INCus intl hgh yld$1,00019
+100.0%
0.00%
NewSYLVAMO CORP$09
+100.0%
0.00%
EWC NewISHARES INCmsci cda etf$1,00014
+100.0%
0.00%
EVFM  EVOFEM BIOSCIENCES INC$0160.0%0.00%
EWL NewISHARES INCmsci switzerland$06
+100.0%
0.00%
EWD NewISHARES INCmsci sweden etf$03
+100.0%
0.00%
ENSG  ENSIGN GROUP INC$1,0000.0%140.0%0.00%
-100.0%
GOED  1847 GOEDEKER INC$1,0000.0%3000.0%0.00%
-100.0%
LIN  LINDE PLC$1,0000.0%40.0%0.00%
-100.0%
EGRX  EAGLE PHARMACEUTICALS INC$1,0000.0%150.0%0.00%
-100.0%
LENB  LENNAR CORPcl b$010.0%0.00%
NewDSS INC$0500
+100.0%
0.00%
DS SellDRIVE SHACK INC$1,000
-66.7%
616
-38.3%
0.00%
-100.0%
TWOU  2U INC$1,0000.0%390.0%0.00%
-100.0%
PRLB  PROTO LABS INC$0
-100.0%
80.0%0.00%
-100.0%
DSS ExitDOCUMENT SEC SYS INC$0-500
-100.0%
-0.00%
EVG ExitEATON VANCE SHORT DURATION D$0-244
-100.0%
-0.00%
AGG ExitISHARES TRcore us aggbd et$0-32
-100.0%
-0.00%
MRAM ExitEVERSPIN TECHNOLOGIES INC$0-700
-100.0%
-0.00%
ADFI ExitTWO RDS SHARED TRanfield dynamic$0-519
-100.0%
-0.00%
EDOC ExitGLOBAL X FDStelmdc&dig etf$0-488
-100.0%
-0.01%
VKQ ExitINVESCO MUN TR$0-741
-100.0%
-0.01%
IRBO ExitISHARES TRrobotics artif$0-227
-100.0%
-0.01%
BOTZ ExitGLOBAL X FDSrbtcs artfl inte$0-294
-100.0%
-0.01%
KOIN ExitEXCHANGE TRADED CONCEPTS TRcapital link gbl$0-264
-100.0%
-0.01%
BLOK ExitAMPLIFY ETF TRblockchain ldr$0-258
-100.0%
-0.01%
LUV ExitSOUTHWEST AIRLS CO$0-335
-100.0%
-0.01%
SON ExitSONOCO PRODS CO$0-320
-100.0%
-0.01%
EMF ExitTEMPLETON EMERGING MKTS FD$0-1,100
-100.0%
-0.01%
RL ExitRALPH LAUREN CORPcl a$0-160
-100.0%
-0.01%
CWH ExitCAMPING WORLD HLDGS INCcl a$0-550
-100.0%
-0.01%
MGA ExitMAGNA INTL INC$0-300
-100.0%
-0.01%
LLY ExitLILLY ELI & CO$0-116
-100.0%
-0.01%
RRR ExitRED ROCK RESORTS INCcl a$0-700
-100.0%
-0.02%
NUV ExitNUVEEN MUN VALUE FD INC$0-5,544
-100.0%
-0.03%
KMI ExitKINDER MORGAN INC DEL$0-5,000
-100.0%
-0.04%
HMC ExitHONDA MOTOR LTD$0-3,000
-100.0%
-0.05%
MET ExitMETLIFE INC$0-1,700
-100.0%
-0.06%
COP ExitCONOCOPHILLIPS$0-1,700
-100.0%
-0.06%
VIAC ExitVIACOMCBS INCcl b$0-3,000
-100.0%
-0.06%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-01-18
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ALPHABET INC- CL C20Q4 202315.1%
META PLATFORMS INC20Q4 20238.4%
AT&T INC20Q4 20234.8%
VERIZON COMMUNICATIONS INC20Q4 20234.6%
COCA COLA CO20Q4 20233.5%
CSX CORP20Q4 20232.8%
ALIBABA GROUP HOLDINGS19Q4 202319.7%
APPLE INC19Q4 20232.6%
JOHNSON & JOHNSON19Q4 20231.3%
SPLUNK INC18Q4 202313.8%

View Selective Wealth Management, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-05
13F-HR2023-10-10
13F-HR2023-07-11
13F-HR2023-01-23
13F-HR2022-10-21
13F-HR2022-07-28
13F-HR2022-04-20
13F-HR2022-01-18
13F-HR2021-10-27
13F-HR/A2021-08-04

View Selective Wealth Management, Inc.'s complete filings history.

Compare quarters

Export Selective Wealth Management, Inc.'s holdings