$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 | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $20,627,000 | -16.2% | 173,643 | +4.4% | 8.42% | -35.5% |
DOCU | Buy | DOCUSIGN INC | $12,407,000 | +59.1% | 81,461 | +168.9% | 5.06% | +22.5% |
SPLK | Buy | SPLUNK INC | $11,262,000 | -8.2% | 97,320 | +14.8% | 4.60% | -29.3% |
FB | Buy | META PLATFORMS INCcl a | $10,935,000 | +23.8% | 32,512 | +25.0% | 4.46% | -4.6% |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $9,806,000 | +6.6% | 121,321 | +8.1% | 4.00% | -17.9% |
INTC | Buy | INTEL CORP | $9,650,000 | +16.2% | 187,387 | +20.2% | 3.94% | -10.5% |
FROG | New | JFROG LTD | $9,297,000 | – | 313,033 | +100.0% | 3.79% | – |
ZEN | New | ZENDESK INC | $9,166,000 | – | 87,887 | +100.0% | 3.74% | – |
PLAN | New | ANAPLAN INC | $9,145,000 | – | 199,447 | +100.0% | 3.73% | – |
CRM | Buy | SALESFORCE COM INC | $7,539,000 | +0.5% | 29,666 | +7.3% | 3.08% | -22.6% |
NOW | Buy | SERVICENOW INC | $7,167,000 | +13.5% | 11,041 | +8.8% | 2.92% | -12.6% |
TDSB | Buy | EXCHANGE LISTED FDS TRcabana target 7 | $6,934,000 | +51.0% | 266,483 | +48.0% | 2.83% | +16.3% |
GOOG | Buy | ALPHABET INCcap stk cl c | $6,858,000 | +16.6% | 2,370 | +7.4% | 2.80% | -10.2% |
AAPL | Buy | APPLE INC | $6,340,000 | +29.4% | 35,707 | +3.1% | 2.59% | -0.3% |
TDSC | Buy | EXCHANGE LISTED FDS TRcabana target 10 | $5,970,000 | +112.8% | 213,351 | +102.9% | 2.44% | +63.9% |
VEEV | Buy | VEEVA SYS INC | $5,873,000 | +21.3% | 22,989 | +36.9% | 2.40% | -6.5% |
VOO | Buy | VANGUARD INDEX FDS | $5,081,000 | +85.6% | 11,639 | +67.7% | 2.07% | +43.0% |
XOM | Sell | EXXON MOBIL CORP | $3,727,000 | -4.4% | 60,913 | -8.1% | 1.52% | -26.4% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $2,986,000 | -16.8% | 22,342 | -13.6% | 1.22% | -35.9% |
Buy | EXCHANGE LISTED FDS TRcabana conservat | $2,821,000 | +49.6% | 111,987 | +46.7% | 1.15% | +15.2% | |
JPM | Sell | JPMORGAN CHASE & CO | $2,355,000 | -7.1% | 14,872 | -3.9% | 0.96% | -28.4% |
MSFT | Buy | MICROSOFT CORP | $2,237,000 | +19.9% | 6,652 | +0.5% | 0.91% | -7.6% |
MFC | Sell | MANULIFE FINL CORP | $1,898,000 | -1.7% | 99,479 | -1.0% | 0.78% | -24.2% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,872,000 | +4.2% | 30,031 | -1.1% | 0.76% | -19.7% |
HPQ | Sell | HP INC | $1,659,000 | +33.9% | 44,030 | -2.8% | 0.68% | +3.0% |
SO | Sell | SOUTHERN CO | $1,610,000 | +10.2% | 23,475 | -0.4% | 0.66% | -15.1% |
BAC | Sell | BK OF AMERICA CORP | $1,590,000 | +1.5% | 35,738 | -3.2% | 0.65% | -21.8% |
Buy | EXCHANGE 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% | 5,690 | 0.0% | 0.60% | -2.0% | |
PGR | PROGRESSIVE CORP | $1,458,000 | +13.6% | 14,200 | 0.0% | 0.60% | -12.5% | |
TFC | Sell | TRUIST FINL CORP | $1,207,000 | -0.7% | 20,617 | -0.5% | 0.49% | -23.4% |
AMCR | Sell | AMCOR PLCord | $1,202,000 | +2.0% | 100,100 | -1.5% | 0.49% | -21.3% |
AMZN | Sell | AMAZON COM INC | $1,090,000 | +0.6% | 327 | -0.9% | 0.44% | -22.5% |
T | Sell | AT&T INC | $1,033,000 | -17.9% | 41,981 | -9.9% | 0.42% | -36.7% |
UNP | UNION PAC CORP | $999,000 | +28.6% | 3,965 | 0.0% | 0.41% | -1.0% | |
Buy | EXCHANGE LISTED FDS TRcabana aggressiv | $940,000 | +135.6% | 34,598 | +112.1% | 0.38% | +82.0% | |
IVV | Buy | ISHARES TRcore s&p500 etf | $925,000 | +26.9% | 1,938 | +14.5% | 0.38% | -2.1% |
KO | Buy | COCA COLA CO | $900,000 | +15.8% | 15,196 | +2.7% | 0.37% | -10.9% |
XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $880,000 | +26.8% | 2,385 | +13.5% | 0.36% | -2.4% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $873,000 | +493.9% | 1,838 | +437.4% | 0.36% | +356.4% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $866,000 | +145.3% | 2,176 | +120.9% | 0.35% | +88.8% |
ROK | ROCKWELL AUTOMATION INC | $763,000 | +18.7% | 2,187 | 0.0% | 0.31% | -8.8% | |
IUSB | Buy | ISHARES TRcore total usd | $757,000 | +91.2% | 14,308 | +92.2% | 0.31% | +47.1% |
NVDA | Buy | NVIDIA CORPORATION | $740,000 | +109.0% | 2,517 | +47.5% | 0.30% | +60.6% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $736,000 | -17.7% | 14,171 | -14.4% | 0.30% | -36.7% |
GOVT | Buy | ISHARES TRus treas bd etf | $693,000 | +103.2% | 25,984 | +102.4% | 0.28% | +56.4% |
CRI | CARTERS INC | $683,000 | +4.1% | 6,750 | 0.0% | 0.28% | -19.8% | |
JCI | Sell | JOHNSON CTLS INTL PLC | $667,000 | -13.4% | 8,204 | -27.4% | 0.27% | -33.3% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $649,000 | +8.7% | 3,030 | -7.6% | 0.26% | -16.1% |
DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $645,000 | +1797.1% | 1,775 | +1675.0% | 0.26% | +1361.1% |
VGT | New | VANGUARD WORLD FDSinf tech etf | $598,000 | – | 1,304 | +100.0% | 0.24% | – |
DUK | DUKE ENERGY CORP NEW | $586,000 | +7.3% | 5,590 | 0.0% | 0.24% | -17.3% | |
TDSD | Buy | EXCHANGE LISTED FDS TRcabana target 13 | $576,000 | +6.9% | 19,753 | +2.2% | 0.24% | -17.8% |
COST | Sell | COSTCO WHSL CORP NEW | $554,000 | +17.4% | 976 | -7.1% | 0.23% | -9.6% |
BX | Buy | BLACKSTONE INC | $534,000 | +14.1% | 4,125 | +2.5% | 0.22% | -12.1% |
HD | Buy | HOME DEPOT INC | $521,000 | +50.1% | 1,256 | +18.9% | 0.21% | +15.8% |
PFE | Sell | PFIZER INC | $517,000 | +31.9% | 8,748 | -4.1% | 0.21% | +1.4% |
VLUE | Buy | ISHARES TRmsci usa value | $510,000 | +91.0% | 4,661 | +75.8% | 0.21% | +47.5% |
VV | Buy | VANGUARD INDEX FDSlarge cap etf | $506,000 | +21.9% | 2,289 | +10.8% | 0.21% | -5.9% |
NSC | Buy | NORFOLK SOUTHN CORP | $501,000 | +58.0% | 1,682 | +26.8% | 0.20% | +21.4% |
QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $474,000 | +18.2% | 4,000 | +11.1% | 0.19% | -9.0% |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $471,000 | +2.6% | 2,897 | -5.5% | 0.19% | -21.0% |
SMLF | Buy | ISHARES TRmsci usa sml cp | $471,000 | +72.5% | 8,231 | +61.8% | 0.19% | +32.4% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $467,000 | +6.4% | 2,611 | +0.7% | 0.19% | -18.0% |
PDP | Sell | INVESCO 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% | 3,200 | 0.0% | 0.18% | -7.7% | |
TSLA | Buy | TESLA INC | $429,000 | +49.0% | 406 | +9.1% | 0.18% | +14.4% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $408,000 | -20.2% | 141 | -26.2% | 0.17% | -38.4% |
MTUM | Buy | ISHARES TRmsci usa mmentm | $406,000 | +66.4% | 2,235 | +60.8% | 0.17% | +28.7% |
BRSP | BRIGHTSPIRE CAPITAL INC | $401,000 | +9.3% | 39,070 | 0.0% | 0.16% | -15.5% | |
EFV | Buy | ISHARES TReafe value etf | $397,000 | +98.5% | 7,869 | +100.4% | 0.16% | +52.8% |
CSX | Sell | CSX 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% | 3,119 | 0.0% | 0.16% | -23.5% | |
JNJ | Buy | JOHNSON & JOHNSON | $376,000 | +6.2% | 2,197 | +0.3% | 0.15% | -18.6% |
VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $364,000 | +17.4% | 1,068 | +6.8% | 0.15% | -9.1% |
DIS | Buy | DISNEY WALT CO | $364,000 | -2.4% | 2,353 | +6.8% | 0.15% | -24.7% |
TIP | Buy | ISHARES TRtips bd etf | $359,000 | +34.5% | 2,781 | +32.9% | 0.15% | +4.3% |
XLK | SELECT SECTOR SPDR TRtechnology | $344,000 | +16.6% | 1,976 | 0.0% | 0.14% | -10.3% | |
SUI | SUN CMNTYS INC | $341,000 | +13.3% | 1,625 | 0.0% | 0.14% | -13.1% | |
SOXX | Sell | ISHARES TRishares semicdtr | $336,000 | +20.4% | 619 | -1.0% | 0.14% | -7.4% |
USMV | Buy | ISHARES TRmsci usa min vol | $330,000 | +65.0% | 4,077 | +49.8% | 0.14% | +27.4% |
BLDR | Buy | BUILDERS FIRSTSOURCE INC | $313,000 | +98.1% | 3,650 | +19.7% | 0.13% | +52.4% |
F | Sell | FORD MTR CO DEL | $307,000 | +42.8% | 14,773 | -2.6% | 0.12% | +9.6% |
VHT | Sell | VANGUARD WORLD FDShealth car etf | $305,000 | +7.0% | 1,145 | -0.8% | 0.12% | -17.9% |
CROX | Buy | CROCS INC | $301,000 | +2.4% | 2,350 | +14.6% | 0.12% | -21.2% |
NFLX | NETFLIX INC | $298,000 | -1.3% | 494 | 0.0% | 0.12% | -23.8% | |
CAT | Sell | CATERPILLAR INC | $300,000 | +0.7% | 1,450 | -6.5% | 0.12% | -22.8% |
DLS | Buy | WISDOMTREE TRintl smcap div | $294,000 | 0.0% | 3,989 | +0.6% | 0.12% | -23.1% |
EFG | Buy | ISHARES TReafe grwth etf | $295,000 | +102.1% | 2,678 | +95.8% | 0.12% | +55.8% |
FBT | Buy | FIRST 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% | 5,100 | 0.0% | 0.11% | -32.1% | |
FFTY | Buy | INNOVATOR ETFS TRibd 50 etf | $271,000 | +7.5% | 5,920 | +11.3% | 0.11% | -17.2% |
FALN | Buy | ISHARES TRfaln angls usd | $272,000 | +112.5% | 9,085 | +113.2% | 0.11% | +63.2% |
HACK | Buy | ETF 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% | 3,204 | 0.0% | 0.11% | -13.5% | |
PEP | PEPSICO INC | $264,000 | +15.3% | 1,521 | 0.0% | 0.11% | -10.7% | |
D | Buy | DOMINION ENERGY INC | $263,000 | +7.8% | 3,352 | +0.1% | 0.11% | -17.1% |
MA | MASTERCARD INCORPORATEDcl a | $259,000 | +3.6% | 720 | 0.0% | 0.11% | -19.7% | |
MCD | MCDONALDS CORP | $255,000 | +11.4% | 950 | 0.0% | 0.10% | -14.0% | |
CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $253,000 | +8.1% | 4,800 | 0.0% | 0.10% | -16.9% | |
VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $253,000 | – | 3,113 | +100.0% | 0.10% | – |
FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $250,000 | – | 2,639 | +100.0% | 0.10% | – |
DGRO | Buy | ISHARES TRcore div grwth | $248,000 | +106.7% | 4,460 | +86.8% | 0.10% | +57.8% |
SHOP | Buy | SHOPIFY INCcl a | $248,000 | +30.5% | 180 | +28.6% | 0.10% | 0.0% |
EZU | Buy | ISHARES INCmsci eurzone etf | $245,000 | +2.1% | 5,004 | +0.5% | 0.10% | -21.3% |
WM | Sell | WASTE MGMT INC DEL | $244,000 | +9.4% | 1,459 | -2.4% | 0.10% | -15.3% |
WMT | WALMART INC | $240,000 | +3.4% | 1,662 | 0.0% | 0.10% | -20.3% | |
MMM | 3M CO | $239,000 | +1.3% | 1,344 | 0.0% | 0.10% | -21.6% | |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $235,000 | -5.6% | 3,830 | -6.1% | 0.10% | -27.3% |
MO | Sell | ALTRIA GROUP INC | $230,000 | 0.0% | 4,844 | -4.0% | 0.09% | -23.0% |
DVY | ISHARES TRselect divid etf | $227,000 | +7.1% | 1,849 | 0.0% | 0.09% | -17.0% | |
DPZ | DOMINOS PIZZA INC | $226,000 | +18.3% | 400 | 0.0% | 0.09% | -8.9% | |
UNH | Sell | UNITEDHEALTH GROUP INC | $222,000 | -18.1% | 443 | -36.1% | 0.09% | -36.8% |
PNFP | New | PINNACLE FINL PARTNERS INC | $224,000 | – | 2,347 | +100.0% | 0.09% | – |
TMO | THERMO FISHER SCIENTIFIC INC | $224,000 | +17.3% | 335 | 0.0% | 0.09% | -9.9% | |
XBI | SPDR SER TRs&p biotech | $213,000 | -10.9% | 1,900 | 0.0% | 0.09% | -31.5% | |
CONE | CYRUSONE INC | $211,000 | +15.9% | 2,350 | 0.0% | 0.09% | -10.4% | |
GIS | Buy | GENERAL MLS INC | $211,000 | +12.8% | 3,136 | +0.1% | 0.09% | -13.1% |
FDX | FEDEX CORP | $209,000 | +17.4% | 810 | 0.0% | 0.08% | -9.6% | |
BIIB | Sell | BIOGEN INC | $208,000 | -24.1% | 867 | -10.3% | 0.08% | -41.4% |
PSL | Buy | INVESCO EXCHANGE TRADED FD Tdwa staples | $209,000 | +2.5% | 2,287 | +0.4% | 0.08% | -21.3% |
ABT | Buy | ABBOTT LABS | $207,000 | +64.3% | 1,470 | +37.4% | 0.08% | +25.4% |
TOL | TOLL BROTHERS INC | $195,000 | +30.9% | 2,700 | 0.0% | 0.08% | +1.3% | |
MBB | Buy | ISHARES TRmbs etf | $191,000 | +99.0% | 1,780 | +100.7% | 0.08% | +52.9% |
ADBE | ADOBE SYSTEMS INCORPORATED | $189,000 | -1.6% | 334 | 0.0% | 0.08% | -24.5% | |
ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $189,000 | -21.9% | 1,025 | +10.8% | 0.08% | -39.8% |
REGN | Buy | REGENERON PHARMACEUTICALS | $189,000 | +25.2% | 300 | +20.0% | 0.08% | -3.8% |
ITA | Buy | ISHARES TRus aer def etf | $186,000 | -1.6% | 1,812 | +0.1% | 0.08% | -24.0% |
GENERAL ELECTRIC CO | $183,000 | -8.0% | 1,934 | 0.0% | 0.08% | -28.6% | ||
IBB | ISHARES TRishares biotech | $183,000 | -5.7% | 1,200 | 0.0% | 0.08% | -27.2% | |
AMGN | AMGEN INC | $184,000 | +5.7% | 820 | 0.0% | 0.08% | -18.5% | |
QUAL | Buy | ISHARES TRmsci usa qlt fct | $184,000 | +73.6% | 1,261 | +57.4% | 0.08% | +33.9% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $181,000 | +18.3% | 2,039 | +7.9% | 0.07% | -8.6% |
CVS | Sell | CVS 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% | 2,500 | 0.0% | 0.07% | -26.3% | |
IGSB | Buy | ISHARES TR | $175,000 | +73.3% | 3,250 | +75.6% | 0.07% | +31.5% |
COMT | Buy | ISHARES U S ETF TRgsci cmdty stgy | $173,000 | +66.3% | 5,601 | +93.1% | 0.07% | +29.1% |
EW | Buy | EDWARDS LIFESCIENCES CORP | $171,000 | +52.7% | 1,320 | +33.3% | 0.07% | +18.6% |
XAR | SPDR SER TRaerospace def | $169,000 | -2.3% | 1,450 | 0.0% | 0.07% | -25.0% | |
ICF | Buy | ISHARES TRcohen steer reit | $167,000 | +125.7% | 2,201 | +95.5% | 0.07% | +74.4% |
EMGF | Buy | ISHARES INCmsci emerg mkt | $167,000 | +57.5% | 3,263 | +59.2% | 0.07% | +21.4% |
PAG | PENSKE AUTOMOTIVE GRP INC | $166,000 | +6.4% | 1,551 | 0.0% | 0.07% | -18.1% | |
CWB | SPDR SER TRbloomberg conv | $165,000 | -2.9% | 1,990 | 0.0% | 0.07% | -25.6% | |
KRE | SPDR SER TRs&p regl bkg | $163,000 | +4.5% | 2,300 | 0.0% | 0.07% | -19.3% | |
TSCO | TRACTOR SUPPLY CO | $161,000 | +17.5% | 675 | 0.0% | 0.07% | -9.6% | |
AEE | Sell | AMEREN CORP | $162,000 | -10.0% | 1,825 | -18.0% | 0.07% | -30.5% |
CTVA | CORTEVA INC | $156,000 | +12.2% | 3,298 | 0.0% | 0.06% | -13.5% | |
VWO | Buy | VANGUARD 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% | 1,800 | 0.0% | 0.06% | -16.2% | |
CMCSA | COMCAST CORP NEWcl a | $152,000 | -10.1% | 3,030 | 0.0% | 0.06% | -31.1% | |
IWD | ISHARES TRrus 1000 val etf | $151,000 | +7.1% | 900 | 0.0% | 0.06% | -17.3% | |
GLW | CORNING INC | $149,000 | +2.1% | 4,000 | 0.0% | 0.06% | -20.8% | |
LMT | Buy | LOCKHEED MARTIN CORP | $146,000 | +62.2% | 410 | +57.7% | 0.06% | +25.0% |
WIL | BARCLAYS BANK PLCipath wmn ldrshp | $148,000 | +8.8% | 1,450 | 0.0% | 0.06% | -16.7% | |
CVX | Buy | CHEVRON CORP NEW | $146,000 | +24.8% | 1,244 | +8.2% | 0.06% | -3.2% |
BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $146,000 | -19.8% | 2,647 | -17.2% | 0.06% | -37.5% |
TDIV | Buy | FIRST 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% | 2,400 | 0.0% | 0.06% | -15.5% | |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $143,000 | +14.4% | 780 | +13.7% | 0.06% | -12.1% |
QRVO | QORVO INC | $141,000 | -6.0% | 899 | 0.0% | 0.06% | -26.6% | |
MRK | Sell | MERCK & CO INC | $141,000 | -51.0% | 1,841 | -52.1% | 0.06% | -62.1% |
BLK | Sell | BLACKROCK INC | $137,000 | -25.9% | 150 | -31.8% | 0.06% | -42.9% |
IVOO | Buy | VANGUARD 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% | 1,092 | 0.0% | 0.05% | -13.1% | |
ACN | Buy | ACCENTURE PLC IRELAND | $127,000 | +92.4% | 306 | +48.5% | 0.05% | +48.6% |
PG | Sell | PROCTER AND GAMBLE CO | $127,000 | -7.3% | 779 | -20.4% | 0.05% | -28.8% |
PDCO | Buy | PATTERSON COS INC | $127,000 | -2.3% | 4,325 | +0.2% | 0.05% | -24.6% |
VONE | Buy | VANGUARD SCOTTSDALE FDSvng rus1000idx | $128,000 | +10.3% | 584 | +0.5% | 0.05% | -14.8% |
LHCG | LHC GROUP INC | $126,000 | -12.5% | 915 | 0.0% | 0.05% | -32.9% | |
VPU | Buy | VANGUARD WORLD FDSutilities etf | $126,000 | +13.5% | 807 | +1.5% | 0.05% | -13.6% |
MS | Sell | MORGAN STANLEY | $125,000 | -42.4% | 1,278 | -42.6% | 0.05% | -55.7% |
IAU | Buy | ISHARES 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% | 3,750 | 0.0% | 0.05% | -13.6% | |
NVG | NUVEEN AMT FREE MUN CR INC F | $123,000 | +4.2% | 6,877 | 0.0% | 0.05% | -20.6% | |
PAYX | PAYCHEX INC | $123,000 | +20.6% | 903 | 0.0% | 0.05% | -7.4% | |
VNQ | Buy | VANGUARD 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% | 600 | 0.0% | 0.05% | -14.0% | |
DG | DOLLAR GEN CORP NEW | $119,000 | +11.2% | 505 | 0.0% | 0.05% | -14.0% | |
IHI | ISHARES TRu.s. med dvc etf | $119,000 | +5.3% | 1,800 | 0.0% | 0.05% | -18.3% | |
ITW | ILLINOIS TOOL WKS INC | $120,000 | +20.0% | 485 | 0.0% | 0.05% | -7.5% | |
PSJ | Buy | INVESCO EXCHANGE TRADED FD Tdynmc software | $114,000 | +15.2% | 890 | +29.0% | 0.05% | -9.6% |
NEE | NEXTERA ENERGY INC | $112,000 | +19.1% | 1,203 | 0.0% | 0.05% | -8.0% | |
BBY | Sell | BEST BUY INC | $112,000 | -22.8% | 1,100 | -20.0% | 0.05% | -40.3% |
ES | EVERSOURCE ENERGY | $113,000 | +10.8% | 1,246 | 0.0% | 0.05% | -14.8% | |
IMCG | ISHARES TRmrgstr md cp grw | $110,000 | +6.8% | 1,500 | 0.0% | 0.04% | -18.2% | |
TTEC | TTEC HLDGS INC | $109,000 | -2.7% | 1,200 | 0.0% | 0.04% | -25.4% | |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $109,000 | +12.4% | 635 | +0.3% | 0.04% | -13.7% |
BA | Sell | BOEING CO | $105,000 | -22.8% | 520 | -16.1% | 0.04% | -40.3% |
VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $105,000 | – | 1,129 | +100.0% | 0.04% | – |
OHI | Sell | OMEGA HEALTHCARE INVS INC | $102,000 | -17.1% | 3,462 | -15.7% | 0.04% | -35.4% |
RGCO | Sell | RGC RES INC | $104,000 | 0.0% | 4,500 | -2.2% | 0.04% | -23.6% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $102,000 | 0.0% | 3,432 | +2.1% | 0.04% | -22.2% |
CBRL | CRACKER BARREL OLD CTRY STOR | $103,000 | -8.0% | 800 | 0.0% | 0.04% | -28.8% | |
TDSE | Buy | EXCHANGE LISTED FDS TRcabana target 16 | $101,000 | +248.3% | 3,393 | +233.3% | 0.04% | +173.3% |
TT | Buy | TRANE TECHNOLOGIES PLC | $101,000 | +114.9% | 500 | +81.8% | 0.04% | +64.0% |
TFLO | ISHARES TRtrs flt rt bd | $100,000 | 0.0% | 1,988 | 0.0% | 0.04% | -22.6% | |
NQP | NUVEEN PENNSYLVANIA QLT MUN | $101,000 | +1.0% | 6,791 | 0.0% | 0.04% | -22.6% | |
APO | APOLLO GLOBAL MGMT INC | $98,000 | +18.1% | 1,350 | 0.0% | 0.04% | -9.1% | |
ABCB | AMERIS BANCORP | $99,000 | -4.8% | 2,000 | 0.0% | 0.04% | -27.3% | |
GLD | Buy | SPDR GOLD TR | $96,000 | +6.7% | 559 | +1.8% | 0.04% | -18.8% |
ANTM | ANTHEM INC | $92,000 | +24.3% | 198 | 0.0% | 0.04% | -2.6% | |
BND | Sell | VANGUARD 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% | 500 | 0.0% | 0.04% | -15.6% | |
MSCI | MSCI INC | $92,000 | +1.1% | 150 | 0.0% | 0.04% | -20.8% | |
MSA | MSA SAFETY INC | $91,000 | +4.6% | 600 | 0.0% | 0.04% | -19.6% | |
ABBV | ABBVIE INC | $91,000 | +26.4% | 672 | 0.0% | 0.04% | -2.6% | |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $89,000 | +9.9% | 603 | +0.2% | 0.04% | -16.3% |
PAYC | PAYCOM SOFTWARE INC | $87,000 | -16.3% | 209 | 0.0% | 0.04% | -34.5% | |
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $89,000 | +8.5% | 299 | 0.0% | 0.04% | -16.3% | |
SLV | ISHARES SILVER TRishares | $88,000 | +4.8% | 4,102 | 0.0% | 0.04% | -20.0% | |
PYPL | Buy | PAYPAL HLDGS INC | $85,000 | +7.6% | 452 | +49.7% | 0.04% | -16.7% |
BBH | VANECK ETF TRUSTbiotech etf | $85,000 | -6.6% | 450 | 0.0% | 0.04% | -27.1% | |
ESGU | New | ISHARES TResg awr msci usa | $86,000 | – | 798 | +100.0% | 0.04% | – |
CPK | CHESAPEAKE UTILS CORP | $84,000 | +21.7% | 575 | 0.0% | 0.03% | -8.1% | |
XYL | XYLEM INC | $84,000 | -3.4% | 700 | 0.0% | 0.03% | -26.1% | |
RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $84,000 | +9.1% | 400 | 0.0% | 0.03% | -17.1% | |
TER | TERADYNE INC | $82,000 | +49.1% | 500 | 0.0% | 0.03% | +13.8% | |
BP | Buy | BP PLCsponsored adr | $80,000 | +14.3% | 3,022 | +17.8% | 0.03% | -10.8% |
PWR | QUANTA SVCS INC | $78,000 | +1.3% | 680 | 0.0% | 0.03% | -22.0% | |
SBUX | STARBUCKS CORP | $79,000 | +6.8% | 675 | 0.0% | 0.03% | -17.9% | |
STOR | STORE CAP CORP | $77,000 | +6.9% | 2,250 | 0.0% | 0.03% | -18.4% | |
WFCPRL | New | WELLS FARGO CO NEWperp pfd cnv a | $75,000 | – | 50 | +100.0% | 0.03% | – |
BDX | BECTON DICKINSON & CO | $75,000 | +1.4% | 300 | 0.0% | 0.03% | -20.5% | |
KKR | KKR & CO INC | $75,000 | +23.0% | 1,000 | 0.0% | 0.03% | -3.1% | |
LNC | LINCOLN NATL CORP IND | $75,000 | -1.3% | 1,106 | 0.0% | 0.03% | -22.5% | |
SPTM | Buy | SPDR SER TRportfoli s&p1500 | $75,000 | +167.9% | 1,280 | +145.2% | 0.03% | +106.7% |
BAX | BAXTER INTL INC | $77,000 | +6.9% | 900 | 0.0% | 0.03% | -18.4% | |
ADP | AUTOMATIC DATA PROCESSING IN | $74,000 | +23.3% | 300 | 0.0% | 0.03% | -6.2% | |
ISRG | Buy | INTUITIVE SURGICAL INC | $74,000 | -37.3% | 207 | +73.9% | 0.03% | -52.4% |
SYY | SYSCO CORP | $73,000 | 0.0% | 933 | 0.0% | 0.03% | -23.1% | |
CLX | CLOROX CO DEL | $70,000 | +6.1% | 400 | 0.0% | 0.03% | -17.1% | |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $70,000 | +2.9% | 685 | +0.6% | 0.03% | -19.4% |
QQXT | New | FIRST TR EXCHANGE-TRADED FDnasdaq 100 ex | $71,000 | – | 800 | +100.0% | 0.03% | – |
CP | Sell | CANADIAN 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% | 300 | 0.0% | 0.03% | -26.3% | |
DFS | Buy | DISCOVER FINL SVCS | $69,000 | +86.5% | 600 | +100.0% | 0.03% | +40.0% |
LRCX | LAM RESEARCH CORP | $65,000 | +27.5% | 90 | 0.0% | 0.03% | 0.0% | |
URI | Buy | UNITED RENTALS INC | $66,000 | +88.6% | 200 | +100.0% | 0.03% | +42.1% |
GMED | GLOBUS MED INCcl a | $65,000 | -5.8% | 900 | 0.0% | 0.03% | -27.0% | |
SBCF | SEACOAST BKG CORP FLA | $67,000 | +4.7% | 1,900 | 0.0% | 0.03% | -20.6% | |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $66,000 | +73.7% | 275 | +61.8% | 0.03% | +35.0% |
FIVE | FIVE BELOW INC | $65,000 | +16.1% | 316 | 0.0% | 0.03% | -10.0% | |
V | VISA INC | $65,000 | -3.0% | 300 | 0.0% | 0.03% | -25.0% | |
ARKK | ARK ETF TRinnovation etf | $66,000 | -14.3% | 700 | 0.0% | 0.03% | -34.1% | |
RSG | REPUBLIC SVCS INC | $63,000 | +16.7% | 450 | 0.0% | 0.03% | -10.3% | |
CAR | AVIS BUDGET GROUP | $62,000 | +77.1% | 300 | 0.0% | 0.02% | +31.6% | |
BYD | Buy | BOYD GAMING CORP | $59,000 | +136.0% | 900 | +125.0% | 0.02% | +84.6% |
VWOB | Sell | VANGUARD WHITEHALL FDSemerg mkt bd etf | $58,000 | -17.1% | 750 | -16.2% | 0.02% | -35.1% |
ANET | Buy | ARISTA NETWORKS INC | $58,000 | +70.6% | 400 | +300.0% | 0.02% | +33.3% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $59,000 | +59.5% | 446 | +61.6% | 0.02% | +20.0% |
MSI | MOTOROLA SOLUTIONS INC | $60,000 | +17.6% | 219 | 0.0% | 0.02% | -11.1% | |
BWXT | BWX TECHNOLOGIES INC | $58,000 | -10.8% | 1,215 | 0.0% | 0.02% | -29.4% | |
AJG | GALLAGHER ARTHUR J & CO | $59,000 | +13.5% | 350 | 0.0% | 0.02% | -14.3% | |
AA | New | ALCOA CORP | $60,000 | – | 1,000 | +100.0% | 0.02% | – |
VERU | VERU INC | $59,000 | -30.6% | 10,000 | 0.0% | 0.02% | -46.7% | |
PM | PHILIP MORRIS INTL INC | $56,000 | +1.8% | 585 | 0.0% | 0.02% | -20.7% | |
ITOT | ISHARES TRcore s&p ttl stk | $56,000 | +9.8% | 523 | 0.0% | 0.02% | -14.8% | |
SQ | Buy | BLOCK INCcl a | $57,000 | +58.3% | 350 | +133.3% | 0.02% | +21.1% |
HSBC | HSBC HLDGS PLCspon adr new | $57,000 | +16.3% | 1,885 | 0.0% | 0.02% | -11.5% | |
PANW | New | PALO ALTO NETWORKS INC | $56,000 | – | 100 | +100.0% | 0.02% | – |
BRC | BRADY CORPcl a | $54,000 | +5.9% | 1,000 | 0.0% | 0.02% | -18.5% | |
SYK | STRYKER CORPORATION | $53,000 | 0.0% | 200 | 0.0% | 0.02% | -21.4% | |
SWKS | Buy | SKYWORKS SOLUTIONS INC | $54,000 | +125.0% | 348 | +135.1% | 0.02% | +69.2% |
DHI | D R HORTON INC | $54,000 | +28.6% | 500 | 0.0% | 0.02% | 0.0% | |
FTAI | FORTRESS TRANS INFRST INVS L | $54,000 | +14.9% | 1,850 | 0.0% | 0.02% | -12.0% | |
TDOC | TELADOC HEALTH INC | $53,000 | -28.4% | 580 | 0.0% | 0.02% | -43.6% | |
GM | GENERAL MTRS CO | $55,000 | +12.2% | 930 | 0.0% | 0.02% | -15.4% | |
APH | AMPHENOL CORP NEWcl a | $52,000 | +18.2% | 600 | 0.0% | 0.02% | -8.7% | |
NNN | NATIONAL RETAIL PROPERTIES I | $51,000 | +10.9% | 1,065 | 0.0% | 0.02% | -12.5% | |
CDC | VICTORY PORTFOLIOS II | $52,000 | +8.3% | 740 | 0.0% | 0.02% | -16.0% | |
VSDA | VICTORY PORTFOLIOS II | $48,000 | +11.6% | 1,000 | 0.0% | 0.02% | -13.0% | |
MATX | MATSON INC | $50,000 | +13.6% | 550 | 0.0% | 0.02% | -13.0% | |
WEC | WEC ENERGY GROUP INC | $49,000 | +11.4% | 500 | 0.0% | 0.02% | -13.0% | |
MDYG | SPDR SER TRs&p 400 mdcp grw | $49,000 | +8.9% | 595 | 0.0% | 0.02% | -16.7% | |
RTX | RAYTHEON TECHNOLOGIES CORP | $49,000 | 0.0% | 568 | 0.0% | 0.02% | -23.1% | |
PETS | PETMED EXPRESS INC | $47,000 | -6.0% | 1,850 | 0.0% | 0.02% | -26.9% | |
TMUS | T-MOBILE US INC | $46,000 | -9.8% | 400 | 0.0% | 0.02% | -29.6% | |
GOAU | ETF SER SOLUTIONSus gbl gld pre | $46,000 | +9.5% | 2,575 | 0.0% | 0.02% | -13.6% | |
DOW | DOW INC | $47,000 | -2.1% | 836 | 0.0% | 0.02% | -24.0% | |
SDOG | Sell | ALPS 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% | 665 | 0.0% | 0.02% | -17.4% | |
EMR | EMERSON ELEC CO | $46,000 | -2.1% | 500 | 0.0% | 0.02% | -24.0% | |
TGT | New | TARGET CORP | $46,000 | – | 200 | +100.0% | 0.02% | – |
SPH | Sell | SUBURBAN 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% | 1,000 | 0.0% | 0.02% | -18.2% | |
BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $45,000 | -4.3% | 1,213 | 0.0% | 0.02% | -28.0% | |
AMP | New | AMERIPRISE FINL INC | $45,000 | – | 150 | +100.0% | 0.02% | – |
KLAC | New | KLA CORP | $43,000 | – | 100 | +100.0% | 0.02% | – |
DALT | Buy | TWO RDS SHARED TRanfield diversif | $44,000 | +57.1% | 4,249 | +55.6% | 0.02% | +20.0% |
ODFL | New | OLD DOMINION FREIGHT LINE IN | $45,000 | – | 125 | +100.0% | 0.02% | – |
RNG | RINGCENTRAL INCcl a | $45,000 | -13.5% | 240 | 0.0% | 0.02% | -35.7% | |
WFC | WELLS FARGO CO NEW | $45,000 | +2.3% | 940 | 0.0% | 0.02% | -21.7% | |
AKR | New | ACADIA RLTY TR | $44,000 | – | 2,000 | +100.0% | 0.02% | – |
IJR | New | ISHARES TRcore s&p scp etf | $43,000 | – | 376 | +100.0% | 0.02% | – |
EQT | New | EQT CORP | $44,000 | – | 2,000 | +100.0% | 0.02% | – |
ADM | ARCHER DANIELS MIDLAND CO | $44,000 | +12.8% | 650 | 0.0% | 0.02% | -14.3% | |
MCHI | ISHARES TRmsci china etf | $45,000 | -6.2% | 710 | 0.0% | 0.02% | -28.0% | |
MRVL | New | MARVELL TECHNOLOGY INC | $44,000 | – | 500 | +100.0% | 0.02% | – |
YUM | YUM BRANDS INC | $42,000 | +13.5% | 300 | 0.0% | 0.02% | -15.0% | |
AGNC | AGNC INVT CORP | $42,000 | -4.5% | 2,800 | 0.0% | 0.02% | -26.1% | |
GTNA | GRAY TELEVISION INCcl a | $42,000 | -17.6% | 2,296 | 0.0% | 0.02% | -37.0% | |
DVN | DEVON ENERGY CORP NEW | $42,000 | +23.5% | 950 | 0.0% | 0.02% | -5.6% | |
CSCO | CISCO SYS INC | $42,000 | +16.7% | 669 | 0.0% | 0.02% | -10.5% | |
EXC | EXELON CORP | $40,000 | +17.6% | 700 | 0.0% | 0.02% | -11.1% | |
PSCH | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $40,000 | -2.4% | 225 | 0.0% | 0.02% | -27.3% | |
FCTR | New | FIRST TR EXCHANGE-TRADED FDlunt us factor | $39,000 | – | 1,100 | +100.0% | 0.02% | – |
YORW | YORK WTR CO | $40,000 | +14.3% | 800 | 0.0% | 0.02% | -15.8% | |
UTI | UNIVERSAL TECHNICAL INST INC | $40,000 | +17.6% | 5,100 | 0.0% | 0.02% | -11.1% | |
ARCC | Sell | ARES CAPITAL CORP | $40,000 | -7.0% | 1,885 | -10.1% | 0.02% | -30.4% |
MOS | MOSAIC CO NEW | $39,000 | +8.3% | 1,000 | 0.0% | 0.02% | -15.8% | |
CTLT | Buy | CATALENT INC | $38,000 | +40.7% | 300 | +50.0% | 0.02% | +14.3% |
OGE | New | OGE ENERGY CORP | $38,000 | – | 1,000 | +100.0% | 0.02% | – |
SDY | Sell | SPDR SER TRs&p divid etf | $39,000 | -58.5% | 300 | -62.5% | 0.02% | -68.0% |
SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $40,000 | – | 354 | +100.0% | 0.02% | – |
WELL | WELLTOWER INC | $38,000 | +5.6% | 440 | 0.0% | 0.02% | -15.8% | |
LNT | ALLIANT ENERGY CORP | $40,000 | +11.1% | 650 | 0.0% | 0.02% | -15.8% | |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $40,000 | +8.1% | 600 | 0.0% | 0.02% | -20.0% | |
PBJ | INVESCO EXCHANGE TRADED FD Tdynmc food bev | $36,000 | +5.9% | 800 | 0.0% | 0.02% | -16.7% | |
FIZZ | NATIONAL BEVERAGE CORP | $36,000 | -14.3% | 800 | 0.0% | 0.02% | -31.8% | |
DE | DEERE & CO | $36,000 | +2.9% | 104 | 0.0% | 0.02% | -21.1% | |
SPAB | Buy | SPDR SER TRportfolio agrgte | $36,000 | +89.5% | 1,228 | +89.8% | 0.02% | +50.0% |
CB | Buy | CHUBB LIMITED | $37,000 | +117.6% | 192 | +92.0% | 0.02% | +66.7% |
XSD | SPDR SER TRs&p semicndctr | $36,000 | +20.0% | 150 | 0.0% | 0.02% | -6.2% | |
CDNS | New | CADENCE DESIGN SYSTEM INC | $37,000 | – | 200 | +100.0% | 0.02% | – |
TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $36,000 | – | 200 | +100.0% | 0.02% | – |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $36,000 | +12.5% | 500 | 0.0% | 0.02% | -11.8% | |
HUM | New | HUMANA INC | $35,000 | – | 75 | +100.0% | 0.01% | – |
SEE | New | SEALED AIR CORP NEW | $34,000 | – | 500 | +100.0% | 0.01% | – |
IDU | ISHARES TRu.s. utilits etf | $35,000 | +9.4% | 400 | 0.0% | 0.01% | -17.6% | |
STIP | ISHARES TR0-5 yr tips etf | $35,000 | 0.0% | 334 | 0.0% | 0.01% | -26.3% | |
AUPH | AURINIA PHARMACEUTICALS INC | $34,000 | +3.0% | 1,500 | 0.0% | 0.01% | -17.6% | |
MANH | MANHATTAN ASSOCIATES INC | $31,000 | 0.0% | 200 | 0.0% | 0.01% | -18.8% | |
SNAP | New | SNAP INCcl a | $33,000 | – | 700 | +100.0% | 0.01% | – |
SMPL | New | SIMPLY GOOD FOODS CO | $33,000 | – | 800 | +100.0% | 0.01% | – |
CARR | CARRIER GLOBAL CORPORATION | $31,000 | +6.9% | 568 | 0.0% | 0.01% | -13.3% | |
VTR | Sell | VENTAS INC | $31,000 | -16.2% | 605 | -8.7% | 0.01% | -35.0% |
HON | Sell | HONEYWELL INTL INC | $31,000 | -73.5% | 150 | -72.7% | 0.01% | -79.0% |
STLD | New | STEEL DYNAMICS INC | $31,000 | – | 500 | +100.0% | 0.01% | – |
CRWD | Buy | CROWDSTRIKE 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% | 200 | 0.0% | 0.01% | -23.5% | |
DWAS | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $33,000 | 0.0% | 370 | 0.0% | 0.01% | -23.5% | |
ROKU | ROKU INC | $31,000 | -26.2% | 135 | 0.0% | 0.01% | -40.9% | |
DTE | DTE ENERGY CO | $33,000 | +6.5% | 275 | 0.0% | 0.01% | -18.8% | |
ICLN | ISHARES TRgl clean ene etf | $32,000 | 0.0% | 1,500 | 0.0% | 0.01% | -23.5% | |
TJX | Sell | TJX COS INC NEW | $32,000 | -8.6% | 425 | -19.0% | 0.01% | -31.6% |
NMZ | NUVEEN MUN HIGH INCOME OPPOR | $32,000 | 0.0% | 2,139 | 0.0% | 0.01% | -23.5% | |
JD | JD.COM INCspon adr cl a | $32,000 | -3.0% | 450 | 0.0% | 0.01% | -23.5% | |
NVAX | New | NOVAVAX INC | $29,000 | – | 200 | +100.0% | 0.01% | – |
APD | AIR PRODS & CHEMS INC | $29,000 | +20.8% | 95 | 0.0% | 0.01% | -7.7% | |
AFRM | Buy | AFFIRM HLDGS INC | $30,000 | +25.0% | 300 | +50.0% | 0.01% | -7.7% |
DIN | DINE BRANDS GLOBAL INC | $30,000 | -6.2% | 400 | 0.0% | 0.01% | -29.4% | |
TDC | TERADATA CORP DEL | $30,000 | -25.0% | 700 | 0.0% | 0.01% | -42.9% | |
QABA | FIRST TR NASDAQ ABA CMNTY BK | $30,000 | +7.1% | 500 | 0.0% | 0.01% | -20.0% | |
BHK | New | BLACKROCK CORE BD TR | $30,000 | – | 1,826 | +100.0% | 0.01% | – |
RZV | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $29,000 | +3.6% | 300 | 0.0% | 0.01% | -20.0% | |
CME | CME GROUP INC | $30,000 | +20.0% | 130 | 0.0% | 0.01% | -7.7% | |
COG | New | COTERRA ENERGY INC | $29,000 | – | 1,500 | +100.0% | 0.01% | – |
VYMI | VANGUARD WHITEHALL FDSintl high etf | $29,000 | +3.6% | 430 | 0.0% | 0.01% | -20.0% | |
SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $29,000 | 0.0% | 469 | +0.9% | 0.01% | -20.0% |
PINS | PINTEREST INCcl a | $26,000 | -27.8% | 710 | 0.0% | 0.01% | -42.1% | |
EXPE | New | EXPEDIA GROUP INC | $27,000 | – | 150 | +100.0% | 0.01% | – |
CZR | CAESARS ENTERTAINMENT INC NE | $28,000 | -17.6% | 300 | 0.0% | 0.01% | -38.9% | |
MU | New | MICRON TECHNOLOGY INC | $28,000 | – | 300 | +100.0% | 0.01% | – |
PHG | New | KONINKLIJKE PHILIPS N V | $28,000 | – | 770 | +100.0% | 0.01% | – |
ITT | ITT INC | $26,000 | +23.8% | 250 | 0.0% | 0.01% | 0.0% | |
NTRA | New | NATERA INC | $28,000 | – | 300 | +100.0% | 0.01% | – |
MUR | MURPHY OIL CORP | $26,000 | +4.0% | 1,000 | 0.0% | 0.01% | -15.4% | |
MDT | MEDTRONIC PLC | $28,000 | -17.6% | 274 | 0.0% | 0.01% | -38.9% | |
CNQ | CANADIAN NAT RES LTD | $27,000 | +12.5% | 650 | 0.0% | 0.01% | -15.4% | |
AFG | AMERICAN FINL GROUP INC OHIO | $27,000 | +8.0% | 200 | 0.0% | 0.01% | -15.4% | |
GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $26,000 | +73.3% | 600 | +50.0% | 0.01% | +37.5% |
DAL | DELTA AIR LINES INC DEL | $28,000 | -6.7% | 704 | 0.0% | 0.01% | -31.2% | |
NRZ | NEW RESIDENTIAL INVT CORP | $28,000 | -3.4% | 2,600 | 0.0% | 0.01% | -26.7% | |
VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $27,000 | -12.9% | 301 | -12.8% | 0.01% | -31.2% |
DOV | New | DOVER CORP | $27,000 | – | 150 | +100.0% | 0.01% | – |
MBUU | New | MALIBU BOATS INC | $27,000 | – | 400 | +100.0% | 0.01% | – |
TTD | New | THE TRADE DESK INC | $27,000 | – | 300 | +100.0% | 0.01% | – |
CI | CIGNA CORP NEW | $24,000 | +14.3% | 104 | 0.0% | 0.01% | -9.1% | |
AAP | ADVANCE AUTO PARTS INC | $24,000 | +14.3% | 100 | 0.0% | 0.01% | -9.1% | |
ALL | ALLSTATE CORP | $24,000 | -4.0% | 200 | 0.0% | 0.01% | -23.1% | |
AMRC | AMERESCO INCcl a | $24,000 | +33.3% | 300 | 0.0% | 0.01% | 0.0% | |
CARS | New | CARS COM INC | $24,000 | – | 1,500 | +100.0% | 0.01% | – |
DVLU | New | FIRST TR EXCHANGE-TRADED FDdorsy wrgh vlu | $25,000 | – | 1,000 | +100.0% | 0.01% | – |
GAB | Buy | GABELLI EQUITY TR INC | $25,000 | +56.2% | 3,461 | +44.0% | 0.01% | +25.0% |
IXN | New | ISHARES TRglobal tech etf | $25,000 | – | 383 | +100.0% | 0.01% | – |
IYE | New | ISHARES TRu.s. energy etf | $24,000 | – | 802 | +100.0% | 0.01% | – |
KMB | Buy | KIMBERLY-CLARK CORP | $24,000 | +9.1% | 167 | +0.6% | 0.01% | -16.7% |
PSEC | New | PROSPECT CAP CORP | $25,000 | – | 2,997 | +100.0% | 0.01% | – |
SAIL | New | SAILPOINT TECHNOLOGIES HLDGS | $24,000 | – | 500 | +100.0% | 0.01% | – |
ESTC | New | ELASTIC N V | $25,000 | – | 200 | +100.0% | 0.01% | – |
OKTA | OKTA INCcl a | $22,000 | -8.3% | 100 | 0.0% | 0.01% | -30.8% | |
PFFD | New | GLOBAL X FDSus pfd etf | $22,000 | – | 840 | +100.0% | 0.01% | – |
HE | HAWAIIAN ELEC INDUSTRIES | $21,000 | +5.0% | 500 | 0.0% | 0.01% | -18.2% | |
New | BATH & BODY WORKS INC | $21,000 | – | 300 | +100.0% | 0.01% | – | |
FITB | FIFTH THIRD BANCORP | $22,000 | +4.8% | 500 | 0.0% | 0.01% | -18.2% | |
BLV | New | VANGUARD BD INDEX FDSlong term bond | $22,000 | – | 209 | +100.0% | 0.01% | – |
EL | LAUDER ESTEE COS INCcl a | $23,000 | +27.8% | 61 | 0.0% | 0.01% | -10.0% | |
FXD | FIRST TR EXCHANGE TRADED FDconsumr discre | $22,000 | +4.8% | 350 | 0.0% | 0.01% | -18.2% | |
DDD | 3-D SYS CORP DEL | $22,000 | -21.4% | 1,000 | 0.0% | 0.01% | -40.0% | |
IXG | New | ISHARES TRglobal finls etf | $21,000 | – | 257 | +100.0% | 0.01% | – |
ESGE | New | ISHARES INCesg awr msci em | $21,000 | – | 526 | +100.0% | 0.01% | – |
SMG | SCOTTS MIRACLE-GRO COcl a | $23,000 | +9.5% | 145 | 0.0% | 0.01% | -18.2% | |
IGLB | ISHARES TR10+ yr invst grd | $23,000 | 0.0% | 334 | 0.0% | 0.01% | -25.0% | |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $21,000 | +10.5% | 151 | 0.0% | 0.01% | -10.0% | |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $21,000 | +90.9% | 241 | +92.8% | 0.01% | +50.0% |
ED | CONSOLIDATED EDISON INC | $20,000 | +17.6% | 234 | 0.0% | 0.01% | -11.1% | |
PKG | PACKAGING CORP AMER | $20,000 | -4.8% | 150 | 0.0% | 0.01% | -27.3% | |
HYD | VANECK ETF TRUSThigh yld munietf | $19,000 | 0.0% | 300 | 0.0% | 0.01% | -20.0% | |
IJS | ISHARES TRsp smcp600vl etf | $20,000 | 0.0% | 194 | 0.0% | 0.01% | -27.3% | |
IDV | ISHARES TRintl sel div etf | $19,000 | 0.0% | 625 | 0.0% | 0.01% | -20.0% | |
DHR | DANAHER CORPORATION | $19,000 | +5.6% | 58 | 0.0% | 0.01% | -20.0% | |
MPC | MARATHON PETE CORP | $19,000 | 0.0% | 300 | 0.0% | 0.01% | -20.0% | |
UPWK | New | UPWORK INC | $20,000 | – | 600 | +100.0% | 0.01% | – |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $19,000 | +5.6% | 37 | 0.0% | 0.01% | -20.0% | |
IFV | FIRST TR EXCHANGE-TRADED FDdorsey wright | $19,000 | +5.6% | 800 | 0.0% | 0.01% | -20.0% | |
LOPE | GRAND CANYON ED INC | $20,000 | 0.0% | 232 | 0.0% | 0.01% | -27.3% | |
VRTX | Sell | VERTEX PHARMACEUTICALS INC | $20,000 | -41.2% | 90 | -52.6% | 0.01% | -55.6% |
VOX | Buy | VANGUARD WORLD FDS | $20,000 | +66.7% | 149 | +79.5% | 0.01% | +33.3% |
ADS | New | ALLIANCE DATA SYSTEMS CORP | $20,000 | – | 300 | +100.0% | 0.01% | – |
FAF | FIRST AMERN FINL CORP | $16,000 | +23.1% | 200 | 0.0% | 0.01% | 0.0% | |
HEI | HEICO CORP NEW | $17,000 | +13.3% | 117 | 0.0% | 0.01% | -12.5% | |
BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $18,000 | +5.9% | 300 | 0.0% | 0.01% | -22.2% | |
BECN | BEACON ROOFING SUPPLY INC | $17,000 | +21.4% | 300 | 0.0% | 0.01% | 0.0% | |
EVRG | EVERGY INC | $16,000 | +14.3% | 226 | 0.0% | 0.01% | 0.0% | |
ORLY | OREILLY AUTOMOTIVE INC | $16,000 | +14.3% | 23 | 0.0% | 0.01% | 0.0% | |
FBHS | FORTUNE BRANDS HOME & SEC IN | $16,000 | +14.3% | 151 | 0.0% | 0.01% | 0.0% | |
AUDC | AUDIOCODES LTDord | $18,000 | +5.9% | 530 | 0.0% | 0.01% | -22.2% | |
WRK | WESTROCK CO | $17,000 | -10.5% | 373 | 0.0% | 0.01% | -30.0% | |
AYX | New | ALTERYX INC | $18,000 | – | 300 | +100.0% | 0.01% | – |
IDA | IDACORP INC | $17,000 | +6.2% | 150 | 0.0% | 0.01% | -12.5% | |
SIX | SIX FLAGS ENTMT CORP NEW | $17,000 | 0.0% | 400 | 0.0% | 0.01% | -22.2% | |
KR | KROGER CO | $17,000 | +13.3% | 380 | 0.0% | 0.01% | -12.5% | |
EB | New | EVENTBRITE INC | $16,000 | – | 900 | +100.0% | 0.01% | – |
GUSH | DIREXION SHS ETF TRoil gas bl 2x sh | $18,000 | 0.0% | 200 | 0.0% | 0.01% | -30.0% | |
ORCL | Sell | ORACLE CORP | $17,000 | -85.0% | 200 | -84.6% | 0.01% | -88.3% |
ILCG | New | ISHARES TRmorningstar grwt | $18,000 | – | 255 | +100.0% | 0.01% | – |
IJT | ISHARES TRs&p sml 600 gwt | $16,000 | +6.7% | 114 | 0.0% | 0.01% | -12.5% | |
DGX | QUEST DIAGNOSTICS INC | $17,000 | +13.3% | 100 | 0.0% | 0.01% | -12.5% | |
SPYV | New | SPDR SER TRprtflo s&p500 vl | $18,000 | – | 420 | +100.0% | 0.01% | – |
RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $17,000 | – | 383 | +100.0% | 0.01% | – |
GDX | VANECK ETF TRUSTgold miners etf | $14,000 | +7.7% | 443 | 0.0% | 0.01% | -14.3% | |
New | KYNDRYL HLDGS INC | $14,000 | – | 749 | +100.0% | 0.01% | – | |
YUMC | YUM CHINA HLDGS INC | $15,000 | -11.8% | 300 | 0.0% | 0.01% | -33.3% | |
ANSS | ANSYS INC | $14,000 | +16.7% | 35 | 0.0% | 0.01% | 0.0% | |
WEN | WENDYS CO | $14,000 | +7.7% | 600 | 0.0% | 0.01% | -14.3% | |
VTRS | Sell | VIATRIS INC | $14,000 | -6.7% | 1,062 | -4.2% | 0.01% | -25.0% |
VO | VANGUARD INDEX FDSmid cap etf | $14,000 | +7.7% | 56 | 0.0% | 0.01% | -14.3% | |
IGR | CBRE GBL REAL ESTATE INC FD | $14,000 | +16.7% | 1,410 | 0.0% | 0.01% | 0.0% | |
OSIS | Sell | OSI SYSTEMS INC | $14,000 | -50.0% | 150 | -50.0% | 0.01% | -60.0% |
OXY | OCCIDENTAL PETE CORP | $14,000 | -6.7% | 500 | 0.0% | 0.01% | -25.0% | |
CERN | CERNER CORP | $14,000 | +40.0% | 147 | 0.0% | 0.01% | +20.0% | |
ACWI | New | ISHARES TRmsci acwi etf | $14,000 | – | 132 | +100.0% | 0.01% | – |
PPC | PILGRIMS PRIDE CORP | $14,000 | -6.7% | 500 | 0.0% | 0.01% | -25.0% | |
OLED | Sell | UNIVERSAL DISPLAY CORP | $15,000 | -53.1% | 90 | -52.6% | 0.01% | -64.7% |
PLNT | PLANET FITNESS INCcl a | $14,000 | +16.7% | 150 | 0.0% | 0.01% | 0.0% | |
PSCU | Buy | INVESCO 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% | 22 | 0.0% | 0.01% | 0.0% | |
QDEF | New | FLEXSHARES TRqlt div def idx | $14,000 | – | 239 | +100.0% | 0.01% | – |
SJM | SMUCKER J M CO | $14,000 | +16.7% | 102 | 0.0% | 0.01% | 0.0% | |
HBAN | HUNTINGTON BANCSHARES INC | $15,000 | 0.0% | 1,000 | 0.0% | 0.01% | -25.0% | |
SNBR | New | SLEEP NUMBER CORP | $15,000 | – | 200 | +100.0% | 0.01% | – |
NTR | NUTRIEN LTD | $12,000 | +20.0% | 160 | 0.0% | 0.01% | 0.0% | |
IWS | ISHARES TRrus mdcp val etf | $12,000 | 0.0% | 102 | 0.0% | 0.01% | -16.7% | |
CCL | CARNIVAL CORP | $13,000 | -18.8% | 653 | 0.0% | 0.01% | -37.5% | |
FE | FIRSTENERGY CORP | $12,000 | +9.1% | 300 | 0.0% | 0.01% | -16.7% | |
OTIS | OTIS WORLDWIDE CORP | $13,000 | 0.0% | 154 | 0.0% | 0.01% | -28.6% | |
MDLZ | MONDELEZ INTL INCcl a | $13,000 | +8.3% | 200 | 0.0% | 0.01% | -16.7% | |
VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $12,000 | 0.0% | 87 | 0.0% | 0.01% | -16.7% | |
AESR | Buy | TWO RDS SHARED TRanfield us equ | $13,000 | +18.2% | 913 | +10.4% | 0.01% | -16.7% |
NUE | NUCOR CORP | $13,000 | +18.2% | 115 | 0.0% | 0.01% | -16.7% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $13,000 | -13.3% | 20 | 0.0% | 0.01% | -37.5% | |
SWK | STANLEY BLACK & DECKER INC | $12,000 | +9.1% | 64 | 0.0% | 0.01% | -16.7% | |
FAST | FASTENAL CO | $10,000 | +25.0% | 161 | 0.0% | 0.00% | 0.0% | |
FIS | FIDELITY NATL INFORMATION SV | $11,000 | -8.3% | 100 | 0.0% | 0.00% | -33.3% | |
CALM | CAL MAINE FOODS INC | $11,000 | 0.0% | 300 | 0.0% | 0.00% | -33.3% | |
BR | BROADRIDGE FINL SOLUTIONS IN | $9,000 | +12.5% | 50 | 0.0% | 0.00% | 0.0% | |
SBAC | SBA COMMUNICATIONS CORP NEWcl a | $10,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
XLE | SELECT SECTOR SPDR TRenergy | $11,000 | +10.0% | 200 | 0.0% | 0.00% | -20.0% | |
XLB | SELECT SECTOR SPDR TRsbi materials | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% | |
BSX | BOSTON SCIENTIFIC CORP | $9,000 | 0.0% | 209 | 0.0% | 0.00% | -20.0% | |
NKE | NIKE INCcl b | $9,000 | +12.5% | 54 | 0.0% | 0.00% | 0.0% | |
BLFS | BIOLIFE SOLUTIONS INC | $11,000 | -8.3% | 286 | 0.0% | 0.00% | -33.3% | |
ZTR | Buy | VIRTUS 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% | 532 | 0.0% | 0.00% | -20.0% | |
US ECOLOGY INC | $10,000 | 0.0% | 300 | 0.0% | 0.00% | -20.0% | ||
LHX | L3HARRIS TECHNOLOGIES INC | $9,000 | 0.0% | 41 | 0.0% | 0.00% | -20.0% | |
YY | New | JOYY INC | $9,000 | – | 200 | +100.0% | 0.00% | – |
WCLD | WISDOMTREE TR | $10,000 | -16.7% | 200 | 0.0% | 0.00% | -33.3% | |
FRST | PRIMIS FINANCIAL CORP | $11,000 | +10.0% | 700 | 0.0% | 0.00% | -20.0% | |
USO | UNITED STS OIL FD LPunits | $9,000 | 0.0% | 170 | 0.0% | 0.00% | -20.0% | |
New | PROSHARES TRbitcoin strate | $10,000 | – | 355 | +100.0% | 0.00% | – | |
ECON | COLUMBIA ETF TR IIemrg markets etf | $10,000 | 0.0% | 400 | 0.0% | 0.00% | -20.0% | |
USB | US BANCORP DEL | $11,000 | -8.3% | 200 | 0.0% | 0.00% | -33.3% | |
EOS | EATON VANCE ENHANCED EQUITY | $9,000 | +12.5% | 355 | 0.0% | 0.00% | 0.0% | |
ECL | ECOLAB INC | $10,000 | +11.1% | 42 | 0.0% | 0.00% | -20.0% | |
CL | COLGATE PALMOLIVE CO | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% | |
ENB | ENBRIDGE INC | $10,000 | 0.0% | 247 | 0.0% | 0.00% | -20.0% | |
ORC | New | ORCHID IS CAP INC | $9,000 | – | 2,000 | +100.0% | 0.00% | – |
O | REALTY INCOME CORP | $11,000 | +10.0% | 150 | 0.0% | 0.00% | -20.0% | |
EPD | ENTERPRISE PRODS PARTNERS L | $9,000 | 0.0% | 400 | 0.0% | 0.00% | -20.0% | |
ACWV | New | ISHARES INCmsci gbl min vol | $9,000 | – | 86 | +100.0% | 0.00% | – |
New | RIVIAN AUTOMOTIVE INC | $10,000 | – | 100 | +100.0% | 0.00% | – | |
REMX | VANECK ETF TRUSTrare earth/strtg | $7,000 | 0.0% | 63 | 0.0% | 0.00% | -25.0% | |
NIO | NIO INCspon ads | $7,000 | 0.0% | 210 | 0.0% | 0.00% | -25.0% | |
OCSL | Sell | OAKTREE SPECIALTY LENDING CO | $7,000 | -46.2% | 1,000 | -47.2% | 0.00% | -57.1% |
OCC | OPTICAL CABLE CORP | $8,000 | +33.3% | 1,500 | 0.0% | 0.00% | 0.0% | |
USIG | Buy | ISHARES TRusd inv grde etf | $7,000 | +250.0% | 111 | +236.4% | 0.00% | +200.0% |
ROP | ROPER TECHNOLOGIES INC | $8,000 | +14.3% | 16 | 0.0% | 0.00% | -25.0% | |
PJP | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $8,000 | 0.0% | 101 | 0.0% | 0.00% | -25.0% | |
NGVT | INGEVITY CORP | $7,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% | |
HAIL | SPDR SER TRs&p kensho smart | $8,000 | 0.0% | 150 | 0.0% | 0.00% | -25.0% | |
FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $7,000 | – | 126 | +100.0% | 0.00% | – |
SGU | STAR GROUP L Punit ltd partnr | $8,000 | +14.3% | 700 | 0.0% | 0.00% | -25.0% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $7,000 | -22.2% | 600 | 0.0% | 0.00% | -40.0% | |
TTP | Sell | TORTOISE PIPELINE & ENERGY F | $7,000 | -22.2% | 314 | -12.5% | 0.00% | -40.0% |
DFIN | DONNELLEY FINL SOLUTIONS INC | $8,000 | +33.3% | 162 | 0.0% | 0.00% | 0.0% | |
DTM | DT MIDSTREAM INC | $7,000 | +16.7% | 137 | 0.0% | 0.00% | 0.0% | |
VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $8,000 | 0.0% | 54 | 0.0% | 0.00% | -25.0% | |
CNP | CENTERPOINT ENERGY INC | $7,000 | +16.7% | 250 | 0.0% | 0.00% | 0.0% | |
BFB | Buy | BROWN FORMAN CORPcl b | $7,000 | 0.0% | 101 | +1.0% | 0.00% | -25.0% |
ERH | ALLSPRING UTILITIES AND HIGHwf utilities inc | $7,000 | +16.7% | 475 | 0.0% | 0.00% | 0.0% | |
BIDU | BAIDU INCspon adr rep a | $7,000 | -12.5% | 50 | 0.0% | 0.00% | -25.0% | |
NLY | New | ANNALY CAPITAL MANAGEMENT IN | $8,000 | – | 1,000 | +100.0% | 0.00% | – |
ABC | AMERISOURCEBERGEN CORP | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% | |
RCL | ROYAL CARIBBEAN GROUP | $8,000 | -11.1% | 100 | 0.0% | 0.00% | -40.0% | |
GSL | New | GLOBAL SHIP LEASE INC NEW | $7,000 | – | 300 | +100.0% | 0.00% | – |
AIG | Sell | AMERICAN INTL GROUP INC | $6,000 | -94.8% | 100 | -95.2% | 0.00% | -96.7% |
SILV | SILVERCREST METALS INC | $5,000 | +25.0% | 600 | 0.0% | 0.00% | 0.0% | |
FOXA | FOX CORP | $6,000 | -14.3% | 166 | 0.0% | 0.00% | -50.0% | |
BOUT | INNOVATOR ETFS TRibd breakout | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
IP | INTERNATIONAL PAPER CO | $5,000 | -16.7% | 100 | 0.0% | 0.00% | -33.3% | |
TAK | New | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $4,000 | – | 271 | +100.0% | 0.00% | – |
ET | ENERGY TRANSFER L P | $5,000 | -16.7% | 640 | 0.0% | 0.00% | -33.3% | |
TLT | ISHARES TR20 yr tr bd etf | $5,000 | 0.0% | 36 | 0.0% | 0.00% | -33.3% | |
PRU | PRUDENTIAL FINL INC | $5,000 | 0.0% | 48 | 0.0% | 0.00% | -33.3% | |
TOWN | TOWNEBANK PORTSMOUTH VA | $6,000 | 0.0% | 200 | 0.0% | 0.00% | -33.3% | |
TYL | TYLER TECHNOLOGIES INC | $5,000 | +25.0% | 9 | 0.0% | 0.00% | 0.0% | |
RRD | DONNELLEY R R & SONS CO | $5,000 | +150.0% | 433 | 0.0% | 0.00% | +100.0% | |
New | DIGITAL WORLD ACQUISITION CO | $5,000 | – | 100 | +100.0% | 0.00% | – | |
HYG | ISHARES TRiboxx hi yd etf | $5,000 | 0.0% | 56 | 0.0% | 0.00% | -33.3% | |
DBEM | New | DBX ETF TRxtrack msci emrg | $6,000 | – | 240 | +100.0% | 0.00% | – |
CUTR | CUTERA INC | $5,000 | -16.7% | 125 | 0.0% | 0.00% | -33.3% | |
CSGP | COSTAR GROUP INC | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
OUT | OUTFRONT MEDIA INC | $5,000 | 0.0% | 200 | 0.0% | 0.00% | -33.3% | |
OGN | ORGANON & CO | $6,000 | 0.0% | 184 | 0.0% | 0.00% | -33.3% | |
AOK | New | ISHARES TRconser alloc etf | $4,000 | – | 106 | +100.0% | 0.00% | – |
VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $5,000 | – | 100 | +100.0% | 0.00% | – |
ELY | CALLAWAY GOLF CO | $5,000 | -16.7% | 200 | 0.0% | 0.00% | -33.3% | |
VBK | VANGUARD INDEX FDSsml cp grw etf | $5,000 | 0.0% | 18 | 0.0% | 0.00% | -33.3% | |
JQC | NUVEEN CR STRATEGIES INCOME | $5,000 | 0.0% | 700 | 0.0% | 0.00% | -33.3% | |
FLOT | ISHARES TRfltg rate nt etf | $5,000 | 0.0% | 97 | 0.0% | 0.00% | -33.3% | |
NVS | NOVARTIS AGsponsored adr | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
BB | BLACKBERRY LTD | $5,000 | 0.0% | 500 | 0.0% | 0.00% | -33.3% | |
SMMV | New | ISHARES TRmsci usa smcp mn | $6,000 | – | 162 | +100.0% | 0.00% | – |
NWSA | NEWS CORP NEWcl a | $6,000 | 0.0% | 255 | 0.0% | 0.00% | -33.3% | |
VOD | VODAFONE GROUP PLC NEWsponsored adr | $4,000 | 0.0% | 252 | 0.0% | 0.00% | 0.0% | |
IAGG | ISHARES TRcore intl aggr | $5,000 | 0.0% | 89 | 0.0% | 0.00% | -33.3% | |
GOLD | BARRICK GOLD CORP | $6,000 | +20.0% | 300 | 0.0% | 0.00% | -33.3% | |
WST | WEST PHARMACEUTICAL SVSC INC | $5,000 | 0.0% | 11 | 0.0% | 0.00% | -33.3% | |
WHR | WHIRLPOOL CORP | $5,000 | 0.0% | 23 | 0.0% | 0.00% | -33.3% | |
New | BACKBLAZE INC | $5,000 | – | 300 | +100.0% | 0.00% | – | |
KHC | KRAFT HEINZ CO | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
New | LOYALTY VENTURES INC | $4,000 | – | 120 | +100.0% | 0.00% | – | |
LEN | LENNAR CORPcl a | $6,000 | +20.0% | 50 | 0.0% | 0.00% | -33.3% | |
CCEP | COCA-COLA EUROPACIFIC PARTNE | $6,000 | 0.0% | 112 | 0.0% | 0.00% | -33.3% | |
INFO | IHS MARKIT LTD | $4,000 | +33.3% | 27 | 0.0% | 0.00% | 0.0% | |
MTA | METALLA RTY & STREAMING LTD | $6,000 | +20.0% | 800 | 0.0% | 0.00% | -33.3% | |
GLOB | GLOBANT S A | $6,000 | +20.0% | 19 | 0.0% | 0.00% | -33.3% | |
RDWR | RADWARE LTDord | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
SSP | SCRIPPS E W CO OHIOcl a new | $6,000 | +20.0% | 300 | 0.0% | 0.00% | -33.3% | |
JOE | ST JOE CO | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $5,000 | 0.0% | 51 | 0.0% | 0.00% | -33.3% | |
HPE | HEWLETT PACKARD ENTERPRISE C | $6,000 | 0.0% | 389 | 0.0% | 0.00% | -33.3% | |
GAIN | GLADSTONE INVT CORP | $6,000 | +20.0% | 350 | 0.0% | 0.00% | -33.3% | |
GBF | New | ISHARES TRgov/cred bd etf | $2,000 | – | 18 | +100.0% | 0.00% | – |
AFL | Buy | AFLAC INC | $2,000 | 0.0% | 42 | +2.4% | 0.00% | 0.0% |
IUSV | New | ISHARES TRcore s&p us vlu | $3,000 | – | 36 | +100.0% | 0.00% | – |
RES | RPC INC | $3,000 | -25.0% | 750 | 0.0% | 0.00% | -50.0% | |
SJT | SAN JUAN BASIN RTY TRunit ben int | $2,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
RBA | RITCHIE BROS AUCTIONEERS | $3,000 | 0.0% | 51 | 0.0% | 0.00% | -50.0% | |
New | ESS TECH INC | $3,000 | – | 250 | +100.0% | 0.00% | – | |
BIPC | BROOKFIELD INFRASTRUCTURE CO | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
IYR | New | ISHARES TRu.s. real es etf | $3,000 | – | 23 | +100.0% | 0.00% | – |
IWP | Sell | ISHARES TRrus md cp gr etf | $2,000 | -50.0% | 20 | -42.9% | 0.00% | -50.0% |
VRSK | VERISK ANALYTICS INC | $3,000 | 0.0% | 15 | 0.0% | 0.00% | -50.0% | |
ROL | ROLLINS INC | $3,000 | 0.0% | 75 | 0.0% | 0.00% | -50.0% | |
BRBS | BLUE RIDGE BANKSHARES INC VA | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
TEL | TE CONNECTIVITY LTD | $2,000 | +100.0% | 10 | 0.0% | 0.00% | 0.0% | |
BL | BLACKLINE INC | $2,000 | -33.3% | 24 | 0.0% | 0.00% | -50.0% | |
FHN | FIRST HORIZON CORPORATION | $3,000 | 0.0% | 181 | 0.0% | 0.00% | -50.0% | |
CIM | New | CHIMERA INVT CORP | $3,000 | – | 200 | +100.0% | 0.00% | – |
IDCC | INTERDIGITAL INC | $3,000 | 0.0% | 40 | 0.0% | 0.00% | -50.0% | |
ILMN | ILLUMINA INC | $2,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
IDXX | IDEXX LABS INC | $3,000 | 0.0% | 5 | 0.0% | 0.00% | -50.0% | |
CHE | CHEMED CORP NEW | $2,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
IGIB | New | ISHARES TR | $3,000 | – | 49 | +100.0% | 0.00% | – |
OLN | OLIN CORP | $2,000 | +100.0% | 28 | 0.0% | 0.00% | 0.0% | |
IAG | IAMGOLD CORP | $2,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $2,000 | +100.0% | 124 | 0.0% | 0.00% | 0.0% | |
IAC | IAC INTERACTIVECORP NEW | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
AMED | AMEDISYS INC | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
JNK | Buy | SPDR SER TRbloomberg high y | $3,000 | 0.0% | 32 | +18.5% | 0.00% | -50.0% |
BIL | New | SPDR SER TRbloomberg 1-3 mo | $2,000 | – | 27 | +100.0% | 0.00% | – |
BNDW | New | VANGUARD SCOTTSDALE FDStotal wld bd etf | $3,000 | – | 37 | +100.0% | 0.00% | – |
SCHZ | SCHWAB STRATEGIC TRus aggregate b | $3,000 | 0.0% | 64 | 0.0% | 0.00% | -50.0% | |
PFL | PIMCO INCOME STRATEGY FD | $2,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% | |
JKHY | HENRY JACK & ASSOC INC | $2,000 | +100.0% | 9 | 0.0% | 0.00% | 0.0% | |
TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $3,000 | -25.0% | 425 | 0.0% | 0.00% | -50.0% | |
BPT | BP PRUDHOE BAY RTY TRunit ben int | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
IUSG | New | ISHARES TRcore s&p us gwt | $2,000 | – | 17 | +100.0% | 0.00% | – |
VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,000 | – | 32 | +3100.0% | 0.00% | – |
XRX | XEROX HOLDINGS CORP | $3,000 | 0.0% | 150 | 0.0% | 0.00% | -50.0% | |
AUY | YAMANA GOLD INC | $3,000 | +50.0% | 600 | 0.0% | 0.00% | 0.0% | |
AVLR | AVALARA INC | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
CLMT | New | CALUMET SPECIALTY PRODS PARTut ltd partner | $3,000 | – | 200 | +100.0% | 0.00% | – |
KARS | KRANESHARES TRelec veh futur | $3,000 | 0.0% | 70 | 0.0% | 0.00% | -50.0% | |
ADI | ANALOG DEVICES INC | $3,000 | 0.0% | 18 | 0.0% | 0.00% | -50.0% | |
MRO | MARATHON OIL CORP | $2,000 | +100.0% | 100 | 0.0% | 0.00% | 0.0% | |
PNR | PENTAIR PLC | $0 | – | 5 | 0.0% | 0.00% | – | |
GWRE | GUIDEWIRE SOFTWARE INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | -100.0% | |
ALC | ALCON AG | $0 | – | 5 | 0.0% | 0.00% | – | |
DNN | New | DENISON MINES CORP | $0 | – | 300 | +100.0% | 0.00% | – |
AGZ | New | ISHARES TRagency bond etf | $0 | – | 1 | +100.0% | 0.00% | – |
EMB | New | ISHARES TRjpmorgan usd emg | $0 | – | 2 | +100.0% | 0.00% | – |
OUNZ | New | VANECK MERK GOLD TRgold trust | $1,000 | – | 65 | +100.0% | 0.00% | – |
AXU | ALEXCO RESOURCE CORP | $1,000 | 0.0% | 400 | 0.0% | 0.00% | -100.0% | |
DXC | DXC TECHNOLOGY CO | $1,000 | 0.0% | 33 | 0.0% | 0.00% | -100.0% | |
LUMN | New | LUMEN TECHNOLOGIES INC | $0 | – | 6 | +100.0% | 0.00% | – |
ESGV | New | VANGUARD WORLD FDesg us stk etf | $0 | – | 2 | +100.0% | 0.00% | – |
IEI | ISHARES TR3 7 yr treas bd | $1,000 | 0.0% | 4 | 0.0% | 0.00% | -100.0% | |
LNSR | LENSAR INC | $0 | – | 10 | 0.0% | 0.00% | – | |
PJT | PJT PARTNERS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
CNDT | CONDUENT INC | $1,000 | 0.0% | 120 | 0.0% | 0.00% | -100.0% | |
FVRR | FIVERR INTL LTD | $1,000 | 0.0% | 6 | 0.0% | 0.00% | -100.0% | |
New | ORION OFFICE REIT INC | $0 | – | 15 | +100.0% | 0.00% | – | |
AGI | ALAMOS GOLD INC NEW | $0 | – | 19 | 0.0% | 0.00% | – | |
C | CITIGROUP INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | -100.0% | |
ILTB | ISHARES TRcore lt usdb etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | -100.0% | |
CASI | New | CASI PHARMACEUTICALS INC | $0 | – | 5 | +100.0% | 0.00% | – |
SALM | SALEM MEDIA GROUP INCcl a | $1,000 | 0.0% | 400 | 0.0% | 0.00% | -100.0% | |
New | CAPSTONE GREEN ENERGY CORP | $1,000 | – | 450 | +100.0% | 0.00% | – | |
VEC | VECTRUS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
CMBS | New | ISHARES TRcmbs etf | $0 | – | 3 | +100.0% | 0.00% | – |
MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | – | 5 | 0.0% | 0.00% | – | |
RA | BROOKFIELD REAL ASSETS INCOM | $1,000 | 0.0% | 31 | 0.0% | 0.00% | -100.0% | |
ISTB | ISHARES TRcore 1 5 yr usd | $1,000 | 0.0% | 18 | 0.0% | 0.00% | -100.0% | |
IEMG | New | ISHARES INCcore msci emkt | $0 | – | 6 | +100.0% | 0.00% | – |
EWU | New | ISHARES TRmsci uk etf new | $1,000 | – | 20 | +100.0% | 0.00% | – |
VMEO | VIMEO INC | $0 | -100.0% | 19 | 0.0% | 0.00% | -100.0% | |
BEAM | BEAM THERAPEUTICS INC | $0 | – | 3 | 0.0% | 0.00% | – | |
WAB | WABTEC | $0 | – | 2 | 0.0% | 0.00% | – | |
WTRH | WAITR HLDGS INC | $1,000 | 0.0% | 1,250 | 0.0% | 0.00% | -100.0% | |
GF | NEW GERMANY FD INC | $1,000 | -50.0% | 80 | 0.0% | 0.00% | -100.0% | |
BLDP | BALLARD PWR SYS INC NEW | $1,000 | 0.0% | 40 | 0.0% | 0.00% | -100.0% | |
USHY | New | ISHARES TRbroad usd high | $1,000 | – | 13 | +100.0% | 0.00% | – |
NEOG | NEOGEN CORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | -100.0% | |
HL | HECLA MNG CO | $1,000 | 0.0% | 200 | 0.0% | 0.00% | -100.0% | |
HCSG | HEALTHCARE SVCS GROUP INC | $1,000 | -50.0% | 63 | 0.0% | 0.00% | -100.0% | |
NATI | NATIONAL INSTRS CORP | $1,000 | 0.0% | 34 | 0.0% | 0.00% | -100.0% | |
CDMO | New | AVID BIOSERVICES INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,000 | 0.0% | 36 | +2.9% | 0.00% | -100.0% |
GCI | Sell | GANNETT CO INC | $1,000 | -66.7% | 266 | -38.4% | 0.00% | -100.0% |
ADNT | ADIENT PLC | $0 | – | 2 | 0.0% | 0.00% | – | |
BLCN | Sell | SIREN ETF TRnsd nxgn eco etf | $1,000 | -90.9% | 18 | -92.7% | 0.00% | -100.0% |
SIRI | SIRIUS XM HOLDINGS INC | $1,000 | 0.0% | 202 | 0.0% | 0.00% | -100.0% | |
SPTS | New | SPDR SER TRportfolio sh tsr | $1,000 | – | 37 | +100.0% | 0.00% | – |
GNTX | GENTEX CORP | $1,000 | 0.0% | 42 | 0.0% | 0.00% | -100.0% | |
FDL | FIRST TR MORNINGSTAR DIVID L | $0 | – | 3 | 0.0% | 0.00% | – | |
SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $1,000 | 0.0% | 13 | 0.0% | 0.00% | -100.0% | |
GHYG | New | ISHARES INCus intl hgh yld | $1,000 | – | 19 | +100.0% | 0.00% | – |
New | SYLVAMO CORP | $0 | – | 9 | +100.0% | 0.00% | – | |
EWC | New | ISHARES INCmsci cda etf | $1,000 | – | 14 | +100.0% | 0.00% | – |
EVFM | EVOFEM BIOSCIENCES INC | $0 | – | 16 | 0.0% | 0.00% | – | |
EWL | New | ISHARES INCmsci switzerland | $0 | – | 6 | +100.0% | 0.00% | – |
EWD | New | ISHARES INCmsci sweden etf | $0 | – | 3 | +100.0% | 0.00% | – |
ENSG | ENSIGN GROUP INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | -100.0% | |
GOED | 1847 GOEDEKER INC | $1,000 | 0.0% | 300 | 0.0% | 0.00% | -100.0% | |
LIN | LINDE PLC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | -100.0% | |
EGRX | EAGLE PHARMACEUTICALS INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | -100.0% | |
LENB | LENNAR CORPcl b | $0 | – | 1 | 0.0% | 0.00% | – | |
New | DSS INC | $0 | – | 500 | +100.0% | 0.00% | – | |
DS | Sell | DRIVE SHACK INC | $1,000 | -66.7% | 616 | -38.3% | 0.00% | -100.0% |
TWOU | 2U INC | $1,000 | 0.0% | 39 | 0.0% | 0.00% | -100.0% | |
PRLB | PROTO LABS INC | $0 | -100.0% | 8 | 0.0% | 0.00% | -100.0% | |
DSS | Exit | DOCUMENT SEC SYS INC | $0 | – | -500 | -100.0% | -0.00% | – |
EVG | Exit | EATON VANCE SHORT DURATION D | $0 | – | -244 | -100.0% | -0.00% | – |
AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -32 | -100.0% | -0.00% | – |
MRAM | Exit | EVERSPIN TECHNOLOGIES INC | $0 | – | -700 | -100.0% | -0.00% | – |
ADFI | Exit | TWO RDS SHARED TRanfield dynamic | $0 | – | -519 | -100.0% | -0.00% | – |
EDOC | Exit | GLOBAL X FDStelmdc&dig etf | $0 | – | -488 | -100.0% | -0.01% | – |
VKQ | Exit | INVESCO MUN TR | $0 | – | -741 | -100.0% | -0.01% | – |
IRBO | Exit | ISHARES TRrobotics artif | $0 | – | -227 | -100.0% | -0.01% | – |
BOTZ | Exit | GLOBAL X FDSrbtcs artfl inte | $0 | – | -294 | -100.0% | -0.01% | – |
KOIN | Exit | EXCHANGE TRADED CONCEPTS TRcapital link gbl | $0 | – | -264 | -100.0% | -0.01% | – |
BLOK | Exit | AMPLIFY ETF TRblockchain ldr | $0 | – | -258 | -100.0% | -0.01% | – |
LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -335 | -100.0% | -0.01% | – |
SON | Exit | SONOCO PRODS CO | $0 | – | -320 | -100.0% | -0.01% | – |
EMF | Exit | TEMPLETON EMERGING MKTS FD | $0 | – | -1,100 | -100.0% | -0.01% | – |
RL | Exit | RALPH LAUREN CORPcl a | $0 | – | -160 | -100.0% | -0.01% | – |
CWH | Exit | CAMPING WORLD HLDGS INCcl a | $0 | – | -550 | -100.0% | -0.01% | – |
MGA | Exit | MAGNA INTL INC | $0 | – | -300 | -100.0% | -0.01% | – |
LLY | Exit | LILLY ELI & CO | $0 | – | -116 | -100.0% | -0.01% | – |
RRR | Exit | RED ROCK RESORTS INCcl a | $0 | – | -700 | -100.0% | -0.02% | – |
NUV | Exit | NUVEEN MUN VALUE FD INC | $0 | – | -5,544 | -100.0% | -0.03% | – |
KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -5,000 | -100.0% | -0.04% | – |
HMC | Exit | HONDA MOTOR LTD | $0 | – | -3,000 | -100.0% | -0.05% | – |
MET | Exit | METLIFE INC | $0 | – | -1,700 | -100.0% | -0.06% | – |
COP | Exit | CONOCOPHILLIPS | $0 | – | -1,700 | -100.0% | -0.06% | – |
VIAC | Exit | VIACOMCBS 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
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ALPHABET INC- CL C | 20 | Q4 2023 | 15.1% |
META PLATFORMS INC | 20 | Q4 2023 | 8.4% |
AT&T INC | 20 | Q4 2023 | 4.8% |
VERIZON COMMUNICATIONS INC | 20 | Q4 2023 | 4.6% |
COCA COLA CO | 20 | Q4 2023 | 3.5% |
CSX CORP | 20 | Q4 2023 | 2.8% |
ALIBABA GROUP HOLDINGS | 19 | Q4 2023 | 19.7% |
APPLE INC | 19 | Q4 2023 | 2.6% |
JOHNSON & JOHNSON | 19 | Q4 2023 | 1.3% |
SPLUNK INC | 18 | Q4 2023 | 13.8% |
View Selective Wealth Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-05 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-11 |
13F-HR | 2023-01-23 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-28 |
13F-HR | 2022-04-20 |
13F-HR | 2022-01-18 |
13F-HR | 2021-10-27 |
13F-HR/A | 2021-08-04 |
View Selective Wealth Management, Inc.'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.