$276 Million is the total value of Selective Wealth Management, Inc.'s 747 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 34.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $18,747,000 | -9.1% | 172,308 | -0.8% | 6.79% | -19.3% |
| FROG | Buy | JFROG LTD | $16,154,000 | +73.8% | 599,420 | +91.5% | 5.86% | +54.3% |
| DOCU | Buy | DOCUSIGN INC | $14,391,000 | +16.0% | 134,346 | +64.9% | 5.22% | +3.0% |
| SPLK | Sell | SPLUNK INC | $14,252,000 | +26.5% | 95,902 | -1.5% | 5.16% | +12.4% |
| PLAN | Sell | ANAPLAN INC | $12,824,000 | +40.2% | 197,146 | -1.2% | 4.65% | +24.5% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $10,637,000 | +8.5% | 136,542 | +12.5% | 3.86% | -3.7% |
| ZEN | Sell | ZENDESK INC | $10,477,000 | +14.3% | 87,102 | -0.9% | 3.80% | +1.5% |
| VEEV | Buy | VEEVA SYS INC | $9,804,000 | +66.9% | 46,144 | +100.7% | 3.55% | +48.2% |
| FB | Buy | META PLATFORMS INCcl a | $9,494,000 | -13.2% | 42,697 | +31.3% | 3.44% | -22.9% |
| INTC | Sell | INTEL CORP | $9,142,000 | -5.3% | 184,460 | -1.6% | 3.31% | -15.9% |
| EVBG | New | EVERBRIDGE INC | $8,730,000 | – | 200,045 | +100.0% | 3.16% | – |
| CRM | Buy | SALESFORCE COM INC | $6,542,000 | -13.2% | 30,812 | +3.9% | 2.37% | -22.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $6,502,000 | -5.2% | 2,328 | -1.8% | 2.36% | -15.8% |
| TDSB | Sell | EXCHANGE LISTED FDS TRcabana target 7 | $6,158,000 | -11.2% | 254,368 | -4.5% | 2.23% | -21.1% |
| NOW | Sell | SERVICENOW INC | $6,109,000 | -14.8% | 10,970 | -0.6% | 2.21% | -24.3% |
| AAPL | Sell | APPLE INC | $5,106,000 | -19.5% | 29,245 | -18.1% | 1.85% | -28.4% |
| TDSC | Sell | EXCHANGE LISTED FDS TRcabana target 10 | $4,942,000 | -17.2% | 192,374 | -9.8% | 1.79% | -26.5% |
| V | Buy | VISA INC | $4,615,000 | +7000.0% | 20,812 | +6837.3% | 1.67% | +6096.3% |
| VOO | Sell | VANGUARD INDEX FDS | $4,565,000 | -10.2% | 10,996 | -5.5% | 1.65% | -20.3% |
| XOM | Sell | EXXON MOBIL CORP | $4,418,000 | +18.5% | 53,488 | -12.2% | 1.60% | +5.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $2,652,000 | -11.2% | 20,395 | -8.7% | 0.96% | -21.2% |
| Sell | EXCHANGE LISTED FDS TRcabana conservat | $2,439,000 | -13.5% | 105,947 | -5.4% | 0.88% | -23.2% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,062,000 | +10.1% | 28,241 | -6.0% | 0.75% | -2.2% |
| MFC | Sell | MANULIFE FINL CORP | $1,996,000 | +5.2% | 93,490 | -6.0% | 0.72% | -6.7% |
| MVO | New | MV OIL TRtr units | $1,767,000 | – | 151,006 | +100.0% | 0.64% | – |
| MSFT | Sell | MICROSOFT CORP | $1,698,000 | -24.1% | 5,506 | -17.2% | 0.62% | -32.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,690,000 | -28.2% | 12,400 | -16.6% | 0.61% | -36.2% |
| SO | Sell | SOUTHERN CO | $1,615,000 | +0.3% | 22,277 | -5.1% | 0.58% | -11.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,573,000 | +80.2% | 3,484 | +89.6% | 0.57% | +60.1% |
| HPQ | Sell | HP INC | $1,526,000 | -8.0% | 42,030 | -4.5% | 0.55% | -18.3% |
| PGR | Sell | PROGRESSIVE CORP | $1,379,000 | -5.4% | 12,100 | -14.8% | 0.50% | -16.0% |
| BAC | Sell | BK OF AMERICA CORP | $1,337,000 | -15.9% | 32,439 | -9.2% | 0.48% | -25.3% |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $1,301,000 | – | 29,591 | +100.0% | 0.47% | – |
| Sell | EXCHANGE LISTED FDS TRcabana moderate | $1,269,000 | -19.1% | 53,489 | -7.6% | 0.46% | -28.1% | |
| TFC | Sell | TRUIST FINL CORP | $1,118,000 | -7.4% | 19,724 | -4.3% | 0.40% | -17.8% |
| LOW | Sell | LOWES COS INC | $1,044,000 | -29.0% | 5,165 | -9.2% | 0.38% | -37.0% |
| AMCR | Sell | AMCOR PLCord | $1,008,000 | -16.1% | 89,000 | -11.1% | 0.36% | -25.7% |
| UNP | Sell | UNION PAC CORP | $1,005,000 | +0.6% | 3,680 | -7.2% | 0.36% | -10.8% |
| T | Sell | AT&T INC | $980,000 | -5.1% | 41,493 | -1.2% | 0.36% | -15.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $933,000 | +0.9% | 2,056 | +6.1% | 0.34% | -10.6% |
| AMZN | Sell | AMAZON COM INC | $910,000 | -16.5% | 279 | -14.7% | 0.33% | -25.8% |
| SHY | New | ISHARES TR1 3 yr treas bd | $885,000 | – | 10,622 | +100.0% | 0.32% | – |
| KO | Sell | COCA COLA CO | $880,000 | -2.2% | 14,196 | -6.6% | 0.32% | -13.1% |
| OKE | New | ONEOK INC NEW | $793,000 | – | 11,221 | +100.0% | 0.29% | – |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $761,000 | +1189.8% | 6,290 | +1310.3% | 0.28% | +1050.0% |
| XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $740,000 | -15.9% | 2,105 | -11.7% | 0.27% | -25.3% |
| CAPR | New | CAPRICOR THERAPEUTICS INC | $732,000 | – | 213,494 | +100.0% | 0.26% | – |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $715,000 | -2.9% | 14,039 | -0.9% | 0.26% | -13.7% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $680,000 | +365.8% | 12,970 | +390.0% | 0.25% | +310.0% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $678,000 | -21.7% | 1,871 | -14.0% | 0.25% | -30.3% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $674,000 | +3.9% | 3,142 | +3.7% | 0.24% | -7.9% |
| Sell | EXCHANGE LISTED FDS TRcabana aggressiv | $657,000 | -30.1% | 28,584 | -17.4% | 0.24% | -38.0% | |
| CRI | CARTERS INC | $621,000 | -9.1% | 6,750 | 0.0% | 0.22% | -19.4% | |
| WMT | Buy | WALMART INC | $611,000 | +154.6% | 4,100 | +146.7% | 0.22% | +125.5% |
| DUK | Sell | DUKE ENERGY CORP NEW | $594,000 | +1.4% | 5,324 | -4.8% | 0.22% | -10.0% |
| NVDA | Sell | NVIDIA CORPORATION | $583,000 | -21.2% | 2,137 | -15.1% | 0.21% | -30.1% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $565,000 | +1848.3% | 9,313 | +1885.7% | 0.20% | +1608.3% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $567,000 | -12.1% | 1,634 | -7.9% | 0.20% | -22.1% |
| COST | COSTCO WHSL CORP NEW | $562,000 | +1.4% | 976 | 0.0% | 0.20% | -9.7% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $563,000 | +369.2% | 5,197 | +404.6% | 0.20% | +316.3% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $552,000 | -27.7% | 1,972 | -9.8% | 0.20% | -35.7% |
| IUSB | Sell | ISHARES TRcore total usd | $549,000 | -27.5% | 11,069 | -22.6% | 0.20% | -35.6% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $544,000 | -9.0% | 1,306 | +0.2% | 0.20% | -19.3% |
| TSLA | Buy | TESLA INC | $532,000 | +24.0% | 494 | +21.7% | 0.19% | +10.3% |
| BX | BLACKSTONE INC | $524,000 | -1.9% | 4,125 | 0.0% | 0.19% | -12.8% | |
| IGSB | Buy | ISHARES TR | $497,000 | +184.0% | 9,603 | +195.5% | 0.18% | +153.5% |
| NRZ | Buy | NEW RESIDENTIAL INVT CORP | $494,000 | +1664.3% | 44,991 | +1630.4% | 0.18% | +1527.3% |
| GOVT | Sell | ISHARES TRus treas bd etf | $485,000 | -30.0% | 19,481 | -25.0% | 0.18% | -37.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $481,000 | +17.9% | 173 | +22.7% | 0.17% | +4.2% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $470,000 | -7.1% | 2,255 | -1.5% | 0.17% | -17.9% |
| CEMB | New | ISHARES INCjp mrg em crp bd | $466,000 | – | 10,035 | +100.0% | 0.17% | – |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $458,000 | -1.9% | 2,603 | -0.3% | 0.17% | -13.1% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $445,000 | +8800.0% | 5,412 | +9564.3% | 0.16% | +7950.0% |
| HD | Buy | HOME DEPOT INC | $438,000 | -15.9% | 1,464 | +16.6% | 0.16% | -25.4% |
| USMV | Buy | ISHARES TRmsci usa min vol | $424,000 | +28.5% | 5,464 | +34.0% | 0.15% | +14.1% |
| NSC | Sell | NORFOLK SOUTHN CORP | $416,000 | -17.0% | 1,457 | -13.4% | 0.15% | -26.0% |
| VLUE | Sell | ISHARES TRmsci usa value | $407,000 | -20.2% | 3,891 | -16.5% | 0.15% | -28.8% |
| TDSD | Sell | EXCHANGE LISTED FDS TRcabana target 13 | $408,000 | -29.2% | 15,982 | -19.1% | 0.15% | -37.0% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $400,000 | +7900.0% | 7,916 | +8060.8% | 0.14% | +7150.0% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $397,000 | -40.5% | 6,055 | -26.2% | 0.14% | -47.1% |
| SMLF | Sell | ISHARES TRmsci usa sml cp | $395,000 | -16.1% | 7,237 | -12.1% | 0.14% | -25.5% |
| CSX | CSX CORP | $380,000 | -0.5% | 10,146 | 0.0% | 0.14% | -11.5% | |
| PDP | INVESCO EXCHANGE TRADED FD Tdwa momentum | $381,000 | -14.2% | 4,698 | 0.0% | 0.14% | -23.8% | |
| PFE | Sell | PFIZER INC | $370,000 | -28.4% | 7,148 | -18.3% | 0.13% | -36.5% |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $355,000 | – | 15,712 | +100.0% | 0.13% | – |
| F | Buy | FORD MTR CO DEL | $356,000 | +16.0% | 21,073 | +42.6% | 0.13% | +3.2% |
| BRSP | Sell | BRIGHTSPIRE CAPITAL INC | $351,000 | -12.5% | 37,971 | -2.8% | 0.13% | -22.6% |
| DIS | Buy | DISNEY WALT CO | $331,000 | -9.1% | 2,413 | +2.5% | 0.12% | -19.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $327,000 | +660.5% | 3,031 | +706.1% | 0.12% | +561.1% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $329,000 | +16350.0% | 6,840 | +21275.0% | 0.12% | +11800.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $328,000 | +212.4% | 3,808 | +237.3% | 0.12% | +176.7% |
| WM | Buy | WASTE MGMT INC DEL | $322,000 | +32.0% | 2,029 | +39.1% | 0.12% | +17.0% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $319,000 | -21.4% | 1,895 | -15.2% | 0.12% | -30.1% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $317,000 | -27.6% | 2,400 | -25.0% | 0.12% | -35.8% |
| XLK | SELECT SECTOR SPDR TRtechnology | $314,000 | -8.7% | 1,976 | 0.0% | 0.11% | -18.6% | |
| JNJ | Sell | JOHNSON & JOHNSON | $301,000 | -19.9% | 1,700 | -22.6% | 0.11% | -28.8% |
| EFV | Sell | ISHARES TReafe value etf | $296,000 | -25.4% | 5,895 | -25.1% | 0.11% | -34.0% |
| D | Buy | DOMINION ENERGY INC | $293,000 | +11.4% | 3,443 | +2.7% | 0.11% | -0.9% |
| FPX | Sell | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $284,000 | -25.7% | 2,600 | -16.6% | 0.10% | -34.0% |
| SUI | SUN CMNTYS INC | $285,000 | -16.4% | 1,625 | 0.0% | 0.10% | -25.9% | |
| SCZ | New | ISHARES TReafe sml cp etf | $281,000 | – | 4,232 | +100.0% | 0.10% | – |
| CAT | Sell | CATERPILLAR INC | $279,000 | -7.0% | 1,250 | -13.8% | 0.10% | -17.2% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $275,000 | -9.8% | 1,082 | -5.5% | 0.10% | -19.4% |
| IEP | New | ICAHN ENTERPRISES LPdepositary unit | $272,000 | – | 5,238 | +100.0% | 0.10% | – |
| DLS | Buy | WISDOMTREE TRintl smcap div | $274,000 | -6.8% | 3,998 | +0.2% | 0.10% | -17.5% |
| QQEW | Sell | FIRST TR NAS100 EQ WEIGHTED | $268,000 | -43.5% | 2,500 | -37.5% | 0.10% | -49.7% |
| CVX | Buy | CHEVRON CORP NEW | $262,000 | +79.5% | 1,611 | +29.5% | 0.10% | +58.3% |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $257,000 | – | 6,649 | +100.0% | 0.09% | – |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $253,000 | +61.1% | 5,475 | +72.8% | 0.09% | +43.8% |
| MO | ALTRIA GROUP INC | $253,000 | +10.0% | 4,844 | 0.0% | 0.09% | -2.1% | |
| TIP | Sell | ISHARES TRtips bd etf | $255,000 | -29.0% | 2,048 | -26.4% | 0.09% | -37.4% |
| IVW | ISHARES TRs&p 500 grwt etf | $245,000 | -8.6% | 3,204 | 0.0% | 0.09% | -18.3% | |
| IRM | New | IRON MTN INC NEW | $245,000 | – | 4,425 | +100.0% | 0.09% | – |
| AGNC | Buy | AGNC INVT CORP | $244,000 | +481.0% | 18,623 | +565.1% | 0.09% | +417.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $236,000 | +5.4% | 400 | +19.4% | 0.09% | -5.5% |
| PEP | Sell | PEPSICO INC | $238,000 | -9.8% | 1,421 | -6.6% | 0.09% | -20.4% |
| DVY | Sell | ISHARES TRselect divid etf | $237,000 | +4.4% | 1,848 | -0.1% | 0.09% | -7.5% |
| MRK | Buy | MERCK & CO INC | $237,000 | +68.1% | 2,891 | +57.0% | 0.09% | +48.3% |
| MCD | MCDONALDS CORP | $235,000 | -7.8% | 950 | 0.0% | 0.08% | -18.3% | |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $226,000 | +2725.0% | 32,072 | +3107.2% | 0.08% | +2633.3% |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $221,000 | -6.0% | 3,830 | 0.0% | 0.08% | -16.7% | |
| SOXX | Sell | ISHARES TRishares semicdtr | $222,000 | -33.9% | 469 | -24.2% | 0.08% | -41.6% |
| SDY | Buy | SPDR SER TRs&p divid etf | $219,000 | +461.5% | 1,712 | +470.7% | 0.08% | +393.8% |
| EZU | ISHARES INCmsci eurzone etf | $217,000 | -11.4% | 5,004 | 0.0% | 0.08% | -21.0% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $218,000 | -1.8% | 428 | -3.4% | 0.08% | -13.2% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $215,000 | -54.4% | 1,366 | -52.8% | 0.08% | -59.4% |
| PNFP | PINNACLE FINL PARTNERS INC | $216,000 | -3.6% | 2,347 | 0.0% | 0.08% | -14.3% | |
| CVS | Buy | CVS HEALTH CORP | $216,000 | +20.7% | 2,131 | +23.1% | 0.08% | +6.8% |
| GIS | Buy | GENERAL MLS INC | $213,000 | +0.9% | 3,140 | +0.1% | 0.08% | -10.5% |
| ABBV | Buy | ABBVIE INC | $212,000 | +133.0% | 1,305 | +94.2% | 0.08% | +108.1% |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $201,000 | – | 4,100 | +100.0% | 0.07% | – |
| VTR | Buy | VENTAS INC | $202,000 | +551.6% | 3,276 | +441.5% | 0.07% | +461.5% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $201,000 | -20.6% | 2,576 | -17.3% | 0.07% | -29.1% |
| ITA | Buy | ISHARES TRus aer def etf | $201,000 | +8.1% | 1,813 | +0.1% | 0.07% | -3.9% |
| MMM | 3M CO | $200,000 | -16.3% | 1,344 | 0.0% | 0.07% | -26.5% | |
| PSL | Buy | INVESCO EXCHANGE TRADED FD Tdwa staples | $196,000 | -6.2% | 2,295 | +0.3% | 0.07% | -16.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $194,000 | +118.0% | 549 | +83.6% | 0.07% | +94.4% |
| ABT | Buy | ABBOTT LABS | $192,000 | -7.2% | 1,618 | +10.1% | 0.07% | -16.7% |
| DGRO | Sell | ISHARES TRcore div grwth | $192,000 | -22.6% | 3,597 | -19.3% | 0.07% | -30.7% |
| EFG | Sell | ISHARES TReafe grwth etf | $191,000 | -35.3% | 1,983 | -26.0% | 0.07% | -42.5% |
| FDX | FEDEX CORP | $187,000 | -10.5% | 810 | 0.0% | 0.07% | -20.0% | |
| Buy | GENERAL ELECTRIC CO | $189,000 | +3.3% | 2,071 | +7.1% | 0.07% | -9.3% | |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $186,000 | -34.3% | 1,246 | -28.6% | 0.07% | -41.7% |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $185,000 | -32.2% | 3,150 | -29.2% | 0.07% | -39.6% |
| NFLX | NETFLIX INC | $185,000 | -37.9% | 494 | 0.0% | 0.07% | -45.1% | |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $183,000 | +1.1% | 1,839 | -9.8% | 0.07% | -10.8% |
| CROX | Sell | CROCS INC | $178,000 | -40.9% | 2,328 | -0.9% | 0.06% | -47.2% |
| PSEC | Buy | PROSPECT CAP CORP | $176,000 | +604.0% | 21,207 | +607.6% | 0.06% | +540.0% |
| FALN | Sell | ISHARES TRfaln angls usd | $174,000 | -36.0% | 6,252 | -31.2% | 0.06% | -43.2% |
| FIW | Sell | FIRST TR EXCHANGE TRADED FDwtr etf | $172,000 | -31.2% | 2,039 | -22.7% | 0.06% | -39.2% |
| CTVA | Sell | CORTEVA INC | $170,000 | +9.0% | 2,966 | -10.1% | 0.06% | -3.1% |
| AEE | AMEREN CORP | $171,000 | +5.6% | 1,825 | 0.0% | 0.06% | -6.1% | |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $169,000 | -2.3% | 4,211 | -24.8% | 0.06% | -14.1% |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $169,000 | – | 2,836 | +100.0% | 0.06% | – |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $167,000 | -35.5% | 468 | -35.0% | 0.06% | -42.5% |
| DPZ | DOMINOS PIZZA INC | $163,000 | -27.9% | 400 | 0.0% | 0.06% | -35.9% | |
| TSCO | TRACTOR SUPPLY CO | $158,000 | -1.9% | 675 | 0.0% | 0.06% | -13.6% | |
| IBB | ISHARES TRishares biotech | $156,000 | -14.8% | 1,200 | 0.0% | 0.06% | -24.0% | |
| PG | Buy | PROCTER AND GAMBLE CO | $157,000 | +23.6% | 1,028 | +32.0% | 0.06% | +9.6% |
| LHCG | LHC GROUP INC | $154,000 | +22.2% | 915 | 0.0% | 0.06% | +9.8% | |
| EW | EDWARDS LIFESCIENCES CORP | $155,000 | -9.4% | 1,320 | 0.0% | 0.06% | -20.0% | |
| KRE | Sell | SPDR SER TRs&p regl bkg | $152,000 | -6.7% | 2,200 | -4.3% | 0.06% | -17.9% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $150,000 | -18.5% | 1,113 | -11.7% | 0.05% | -28.0% |
| IWD | ISHARES TRrus 1000 val etf | $149,000 | -1.3% | 900 | 0.0% | 0.05% | -12.9% | |
| PAG | Buy | PENSKE AUTOMOTIVE GRP INC | $145,000 | -12.7% | 1,552 | +0.1% | 0.05% | -22.1% |
| MBB | Sell | ISHARES TRmbs etf | $147,000 | -23.0% | 1,442 | -19.0% | 0.05% | -32.1% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $143,000 | -60.7% | 468 | -56.2% | 0.05% | -65.1% |
| SOCL | Sell | GLOBAL X FDSsocial med etf | $140,000 | -49.1% | 3,300 | -35.3% | 0.05% | -54.5% |
| FFTY | Sell | INNOVATOR ETFS TRibd 50 etf | $142,000 | -47.6% | 3,620 | -38.9% | 0.05% | -54.1% |
| PDCO | Buy | PATTERSON COS INC | $140,000 | +10.2% | 4,335 | +0.2% | 0.05% | -1.9% |
| BIIB | Sell | BIOGEN INC | $140,000 | -32.7% | 667 | -23.1% | 0.05% | -40.0% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $141,000 | -25.4% | 309 | -7.5% | 0.05% | -33.8% |
| COP | New | CONOCOPHILLIPS | $140,000 | – | 1,400 | +100.0% | 0.05% | – |
| CWB | Sell | SPDR SER TRbloomberg conv | $139,000 | -15.8% | 1,800 | -9.5% | 0.05% | -25.4% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $138,000 | -45.5% | 2,600 | -45.8% | 0.05% | -51.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $137,000 | -6.2% | 310 | -24.4% | 0.05% | -16.7% |
| EMGF | Sell | ISHARES INCmsci emerg mkt | $139,000 | -16.8% | 2,876 | -11.9% | 0.05% | -26.5% |
| BLK | Buy | BLACKROCK INC | $139,000 | +1.5% | 182 | +21.3% | 0.05% | -10.7% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $131,000 | +4.0% | 812 | +0.6% | 0.05% | -7.8% |
| IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $131,000 | -5.1% | 720 | 0.0% | 0.05% | -16.1% | |
| IIPR | New | INNOVATIVE INDL PPTYS INC | $131,000 | – | 637 | +100.0% | 0.05% | – |
| BP | Buy | BP PLCsponsored adr | $126,000 | +57.5% | 4,275 | +41.5% | 0.05% | +39.4% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $126,000 | +215.0% | 1,800 | +200.0% | 0.05% | +187.5% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $128,000 | -15.8% | 2,740 | -9.6% | 0.05% | -25.8% |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $126,000 | -13.7% | 2,400 | 0.0% | 0.05% | -23.3% | |
| SPYX | SPDR SER TRspdr s&p 500 etf | $121,000 | -6.2% | 1,092 | 0.0% | 0.04% | -17.0% | |
| VONE | Buy | VANGUARD SCOTTSDALE FDSvng rus1000idx | $121,000 | -5.5% | 585 | +0.2% | 0.04% | -15.4% |
| IYK | ISHARES TRus consm staples | $120,000 | 0.0% | 600 | 0.0% | 0.04% | -12.2% | |
| ACN | Buy | ACCENTURE PLC IRELAND | $120,000 | -5.5% | 356 | +16.3% | 0.04% | -17.3% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $117,000 | -18.2% | 707 | -9.4% | 0.04% | -27.6% |
| DVN | Buy | DEVON ENERGY CORP NEW | $115,000 | +173.8% | 1,950 | +105.3% | 0.04% | +147.1% |
| ICF | Sell | ISHARES TRcohen steer reit | $115,000 | -31.1% | 1,626 | -26.1% | 0.04% | -38.2% |
| MS | MORGAN STANLEY | $112,000 | -10.4% | 1,278 | 0.0% | 0.04% | -19.6% | |
| DG | DOLLAR GEN CORP NEW | $112,000 | -5.9% | 505 | 0.0% | 0.04% | -16.3% | |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $111,000 | – | 2,231 | +100.0% | 0.04% | – |
| ES | EVERSOURCE ENERGY | $110,000 | -2.7% | 1,246 | 0.0% | 0.04% | -13.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $110,000 | -7.6% | 1,800 | 0.0% | 0.04% | -18.4% | |
| SUSC | New | ISHARES TResg awre usd etf | $111,000 | – | 4,418 | +100.0% | 0.04% | – |
| OHI | OMEGA HEALTHCARE INVS INC | $108,000 | +5.9% | 3,462 | 0.0% | 0.04% | -7.1% | |
| NYMT | New | NEW YORK MTG TR INC | $107,000 | – | 29,200 | +100.0% | 0.04% | – |
| HTA | Sell | HEALTHCARE TR AMER INCcl a new | $107,000 | -14.4% | 3,400 | -9.3% | 0.04% | -23.5% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $104,000 | +13.0% | 1,307 | +20.1% | 0.04% | 0.0% |
| XBI | Sell | SPDR SER TRs&p biotech | $103,000 | -51.6% | 1,150 | -39.5% | 0.04% | -57.5% |
| NVG | NUVEEN AMT FREE MUN CR INC F | $102,000 | -17.1% | 6,877 | 0.0% | 0.04% | -26.0% | |
| DHR | Buy | DANAHER CORPORATION | $102,000 | +436.8% | 348 | +500.0% | 0.04% | +362.5% |
| CNQ | Buy | CANADIAN NAT RES LTD | $102,000 | +277.8% | 1,650 | +153.8% | 0.04% | +236.4% |
| SHOP | Sell | SHOPIFY INCcl a | $101,000 | -59.3% | 150 | -16.7% | 0.04% | -63.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $103,000 | -5.5% | 637 | +0.3% | 0.04% | -15.9% |
| TFLO | ISHARES TRtrs flt rt bd | $100,000 | 0.0% | 1,988 | 0.0% | 0.04% | -12.2% | |
| GLD | Sell | SPDR GOLD TR | $100,000 | +4.2% | 552 | -1.3% | 0.04% | -7.7% |
| UBS | New | UBS GROUP AG | $100,000 | – | 5,121 | +100.0% | 0.04% | – |
| PSJ | INVESCO EXCHANGE TRADED FD Tdynmc software | $99,000 | -13.2% | 890 | 0.0% | 0.04% | -23.4% | |
| IAU | Sell | ISHARES GOLD TRishares new | $96,000 | -23.2% | 2,609 | -27.1% | 0.04% | -31.4% |
| CBRL | CRACKER BARREL OLD CTRY STOR | $95,000 | -7.8% | 800 | 0.0% | 0.03% | -19.0% | |
| SLV | ISHARES SILVER TRishares | $94,000 | +6.8% | 4,102 | 0.0% | 0.03% | -5.6% | |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $95,000 | -6.9% | 3,434 | +0.1% | 0.03% | -19.0% |
| DRE | New | DUKE REALTY CORP | $93,000 | – | 1,600 | +100.0% | 0.03% | – |
| PAYX | Sell | PAYCHEX INC | $93,000 | -24.4% | 678 | -24.9% | 0.03% | -32.0% |
| NQP | NUVEEN PENNSYLVANIA QLT MUN | $92,000 | -8.9% | 6,791 | 0.0% | 0.03% | -19.5% | |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $91,000 | +160.0% | 872 | +161.1% | 0.03% | +135.7% |
| RGCO | Sell | RGC RES INC | $92,000 | -11.5% | 4,300 | -4.4% | 0.03% | -21.4% |
| ABCB | AMERIS BANCORP | $88,000 | -11.1% | 2,000 | 0.0% | 0.03% | -20.0% | |
| TDSE | EXCHANGE LISTED FDS TRcabana target 16 | $88,000 | -12.9% | 3,393 | 0.0% | 0.03% | -22.0% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $89,000 | 0.0% | 604 | +0.2% | 0.03% | -11.1% |
| GM | Buy | GENERAL MTRS CO | $87,000 | +58.2% | 1,980 | +112.9% | 0.03% | +45.5% |
| VTWV | New | VANGUARD SCOTTSDALE FDSvng rus2000val | $83,000 | – | 588 | +100.0% | 0.03% | – |
| IMCG | Sell | ISHARES TRmrgstr md cp grw | $84,000 | -23.6% | 1,300 | -13.3% | 0.03% | -33.3% |
| AWK | AMERICAN WTR WKS CO INC NEW | $83,000 | -11.7% | 500 | 0.0% | 0.03% | -21.1% | |
| New | APOLLO GLOBAL MGMT INC | $84,000 | – | 1,350 | +100.0% | 0.03% | – | |
| MFA | New | MFA FINL INC | $82,000 | – | 20,450 | +100.0% | 0.03% | – |
| VRSK | Buy | VERISK ANALYTICS INC | $84,000 | +2700.0% | 393 | +2520.0% | 0.03% | +2900.0% |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $82,000 | – | 422 | +100.0% | 0.03% | – |
| XAR | Sell | SPDR SER TRaerospace def | $81,000 | -52.1% | 650 | -55.2% | 0.03% | -58.0% |
| QRVO | Sell | QORVO INC | $81,000 | -42.6% | 649 | -27.8% | 0.03% | -50.0% |
| CPK | CHESAPEAKE UTILS CORP | $79,000 | -6.0% | 575 | 0.0% | 0.03% | -14.7% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $80,000 | +14.3% | 1,683 | +145.7% | 0.03% | 0.0% |
| MSA | MSA SAFETY INC | $80,000 | -12.1% | 600 | 0.0% | 0.03% | -21.6% | |
| TT | TRANE TECHNOLOGIES PLC | $76,000 | -24.8% | 500 | 0.0% | 0.03% | -31.7% | |
| SYY | SYSCO CORP | $76,000 | +4.1% | 933 | 0.0% | 0.03% | -6.7% | |
| CP | CANADIAN PAC RY LTD | $78,000 | +14.7% | 950 | 0.0% | 0.03% | 0.0% | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $74,000 | -11.9% | 400 | 0.0% | 0.03% | -20.6% | |
| PAYC | PAYCOM SOFTWARE INC | $72,000 | -17.2% | 209 | 0.0% | 0.03% | -27.8% | |
| URI | UNITED RENTALS INC | $71,000 | +7.6% | 200 | 0.0% | 0.03% | -3.7% | |
| LNC | LINCOLN NATL CORP IND | $72,000 | -4.0% | 1,106 | 0.0% | 0.03% | -16.1% | |
| WAB | Buy | WABTEC | $73,000 | – | 756 | +37700.0% | 0.03% | – |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $71,000 | -62.4% | 605 | -41.0% | 0.03% | -66.2% |
| SPTM | SPDR SER TRportfoli s&p1500 | $71,000 | -5.3% | 1,280 | 0.0% | 0.03% | -16.1% | |
| BAX | BAXTER INTL INC | $70,000 | -9.1% | 900 | 0.0% | 0.02% | -19.4% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $68,000 | -8.1% | 300 | 0.0% | 0.02% | -16.7% | |
| IJH | New | ISHARES TRcore s&p mcp etf | $69,000 | – | 256 | +100.0% | 0.02% | – |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $69,000 | +115.6% | 304 | +97.4% | 0.02% | +92.3% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $70,000 | +218.2% | 762 | +264.6% | 0.02% | +177.8% |
| CSCO | Buy | CISCO SYS INC | $69,000 | +64.3% | 1,244 | +85.9% | 0.02% | +47.1% |
| EQT | EQT CORP | $69,000 | +56.8% | 2,000 | 0.0% | 0.02% | +38.9% | |
| WIL | Sell | BARCLAYS BANK PLCipath wmn ldrshp | $68,000 | -54.1% | 700 | -51.7% | 0.02% | -58.3% |
| GMED | GLOBUS MED INCcl a | $66,000 | +1.5% | 900 | 0.0% | 0.02% | -11.1% | |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $67,000 | +13.6% | 386 | +10.3% | 0.02% | 0.0% |
| WFCPRL | WELLS FARGO CO NEWperp pfd cnv a | $66,000 | -12.0% | 50 | 0.0% | 0.02% | -22.6% | |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $67,000 | – | 316 | +100.0% | 0.02% | – |
| QQXT | FIRST TR EXCHANGE-TRADED FDnasdaq 100 ex | $66,000 | -7.0% | 800 | 0.0% | 0.02% | -17.2% | |
| DFS | DISCOVER FINL SVCS | $66,000 | -4.3% | 600 | 0.0% | 0.02% | -14.3% | |
| HSBC | HSBC HLDGS PLCspon adr new | $65,000 | +14.0% | 1,885 | 0.0% | 0.02% | +4.3% | |
| MOS | MOSAIC CO NEW | $67,000 | +71.8% | 1,000 | 0.0% | 0.02% | +50.0% | |
| ITW | Sell | ILLINOIS TOOL WKS INC | $63,000 | -47.5% | 300 | -38.1% | 0.02% | -53.1% |
| STWD | New | STARWOOD PPTY TR INC | $63,000 | – | 2,600 | +100.0% | 0.02% | – |
| RC | New | READY CAPITAL CORP | $63,000 | – | 4,201 | +100.0% | 0.02% | – |
| BWXT | Sell | BWX TECHNOLOGIES INC | $64,000 | +10.3% | 1,196 | -1.6% | 0.02% | -4.2% |
| EVRG | Buy | EVERGY INC | $64,000 | +300.0% | 942 | +316.8% | 0.02% | +228.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $64,000 | -3.0% | 280 | +1.8% | 0.02% | -14.8% |
| PMT | New | PENNYMAC MTG INVT TR | $62,000 | – | 3,700 | +100.0% | 0.02% | – |
| SBUX | STARBUCKS CORP | $61,000 | -22.8% | 675 | 0.0% | 0.02% | -31.2% | |
| ISRG | INTUITIVE SURGICAL INC | $62,000 | -16.2% | 207 | 0.0% | 0.02% | -26.7% | |
| PANW | PALO ALTO NETWORKS INC | $62,000 | +10.7% | 100 | 0.0% | 0.02% | -4.3% | |
| ARI | New | APOLLO COML REAL EST FIN INC | $60,000 | – | 4,300 | +100.0% | 0.02% | – |
| XYL | XYLEM INC | $60,000 | -28.6% | 700 | 0.0% | 0.02% | -35.3% | |
| TER | TERADYNE INC | $59,000 | -28.0% | 500 | 0.0% | 0.02% | -36.4% | |
| VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $59,000 | +637.5% | 393 | +627.8% | 0.02% | +600.0% |
| GSL | Buy | GLOBAL SHIP LEASE INC NEW | $57,000 | +714.3% | 2,000 | +566.7% | 0.02% | +600.0% |
| SPG | New | SIMON PPTY GROUP INC NEW | $58,000 | – | 442 | +100.0% | 0.02% | – |
| KKR | KKR & CO INC | $58,000 | -22.7% | 1,000 | 0.0% | 0.02% | -32.3% | |
| BYD | BOYD GAMING CORP | $59,000 | 0.0% | 900 | 0.0% | 0.02% | -12.5% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $56,000 | -17.6% | 300 | 0.0% | 0.02% | -28.6% | |
| PM | PHILIP MORRIS INTL INC | $55,000 | -1.8% | 585 | 0.0% | 0.02% | -13.0% | |
| PSX | New | PHILLIPS 66 | $56,000 | – | 650 | +100.0% | 0.02% | – |
| ANET | ARISTA NETWORKS INC | $56,000 | -3.4% | 400 | 0.0% | 0.02% | -16.7% | |
| CLX | CLOROX CO DEL | $56,000 | -20.0% | 400 | 0.0% | 0.02% | -31.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $56,000 | +14.3% | 568 | 0.0% | 0.02% | 0.0% | |
| OFG | New | OFG BANCORP | $53,000 | – | 2,000 | +100.0% | 0.02% | – |
| VKQ | New | INVESCO MUN TR | $52,000 | – | 4,513 | +100.0% | 0.02% | – |
| FLO | New | FLOWERS FOODS INC | $52,000 | – | 2,019 | +100.0% | 0.02% | – |
| WCC | New | WESCO INTL INC | $52,000 | – | 400 | +100.0% | 0.02% | – |
| ITOT | ISHARES TRcore s&p ttl stk | $53,000 | -5.4% | 523 | 0.0% | 0.02% | -17.4% | |
| ACRE | New | ARES COML REAL ESTATE CORP | $53,000 | – | 3,400 | +100.0% | 0.02% | – |
| VWOB | Buy | VANGUARD WHITEHALL FDSemerg mkt bd etf | $53,000 | -8.6% | 752 | +0.3% | 0.02% | -20.8% |
| MSI | MOTOROLA SOLUTIONS INC | $53,000 | -11.7% | 219 | 0.0% | 0.02% | -20.8% | |
| DOW | DOW INC | $53,000 | +12.8% | 836 | 0.0% | 0.02% | 0.0% | |
| XVV | New | ISHARES TResg scrnd s&p500 | $50,000 | – | 1,450 | +100.0% | 0.02% | – |
| FFC | New | FLAHERTY & CRUMRINE PFD SECS | $49,000 | – | 2,500 | +100.0% | 0.02% | – |
| FIVE | FIVE BELOW INC | $50,000 | -23.1% | 316 | 0.0% | 0.02% | -33.3% | |
| ARKK | Buy | ARK ETF TRinnovation etf | $51,000 | -22.7% | 762 | +8.9% | 0.02% | -33.3% |
| SPR | New | SPIRIT AEROSYSTEMS HLDGS INC | $50,000 | – | 1,031 | +100.0% | 0.02% | – |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $50,000 | +8.7% | 3,133 | 0.0% | 0.02% | -5.3% | |
| OLN | Buy | OLIN CORP | $49,000 | +2350.0% | 928 | +3214.3% | 0.02% | +1700.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $46,000 | – | 468 | +23300.0% | 0.02% | – |
| EFAV | New | ISHARES TRmsci eafe min vl | $47,000 | – | 652 | +100.0% | 0.02% | – |
| GTNA | GRAY TELEVISION INCcl a | $47,000 | +11.9% | 2,296 | 0.0% | 0.02% | 0.0% | |
| UAN | New | CVR PARTNERS LP | $48,000 | – | 350 | +100.0% | 0.02% | – |
| SWKS | SKYWORKS SOLUTIONS INC | $46,000 | -14.8% | 348 | 0.0% | 0.02% | -22.7% | |
| LRCX | LAM RESEARCH CORP | $48,000 | -26.2% | 90 | 0.0% | 0.02% | -37.0% | |
| STLD | Buy | STEEL DYNAMICS INC | $48,000 | +54.8% | 580 | +16.0% | 0.02% | +30.8% |
| BMO | New | BANK MONTREAL QUE | $47,000 | – | 400 | +100.0% | 0.02% | – |
| NNN | NATIONAL RETAIL PROPERTIES I | $48,000 | -5.9% | 1,065 | 0.0% | 0.02% | -19.0% | |
| AXP | New | AMERICAN EXPRESS CO | $47,000 | – | 250 | +100.0% | 0.02% | – |
| EOG | New | EOG RES INC | $48,000 | – | 400 | +100.0% | 0.02% | – |
| SQ | BLOCK INCcl a | $47,000 | -17.5% | 350 | 0.0% | 0.02% | -26.1% | |
| MDYV | SPDR SER TRs&p 400 mdcp val | $47,000 | 0.0% | 665 | 0.0% | 0.02% | -10.5% | |
| EQH | New | EQUITABLE HLDGS INC | $46,000 | – | 1,500 | +100.0% | 0.02% | – |
| SDOG | ALPS ETF TRsectr div dogs | $48,000 | +2.1% | 868 | 0.0% | 0.02% | -10.5% | |
| PYPL | Sell | PAYPAL HLDGS INC | $44,000 | -48.2% | 382 | -15.5% | 0.02% | -54.3% |
| AMP | AMERIPRISE FINL INC | $45,000 | 0.0% | 150 | 0.0% | 0.02% | -11.1% | |
| AKR | ACADIA RLTY TR | $43,000 | -2.3% | 2,000 | 0.0% | 0.02% | -11.1% | |
| SHLX | New | SHELL MIDSTREAM PARTNERS L Punit ltd int | $43,000 | – | 3,000 | +100.0% | 0.02% | – |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $45,000 | +2.3% | 500 | -23.1% | 0.02% | -11.1% |
| DON | WISDOMTREE TRus midcap divid | $44,000 | 0.0% | 1,000 | 0.0% | 0.02% | -11.1% | |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $45,000 | 0.0% | 150 | +20.0% | 0.02% | -11.1% |
| DALT | TWO RDS SHARED TRanfield diversif | $43,000 | -2.3% | 4,249 | 0.0% | 0.02% | -11.1% | |
| IYC | Sell | ISHARES TRus consum discre | $45,000 | -70.2% | 600 | -66.7% | 0.02% | -74.2% |
| IWM | New | ISHARES TRrussell 2000 etf | $44,000 | – | 213 | +100.0% | 0.02% | – |
| DE | DEERE & CO | $43,000 | +19.4% | 104 | 0.0% | 0.02% | +6.7% | |
| APH | AMPHENOL CORP NEWcl a | $45,000 | -13.5% | 600 | 0.0% | 0.02% | -23.8% | |
| UTI | UNIVERSAL TECHNICAL INST INC | $45,000 | +12.5% | 5,100 | 0.0% | 0.02% | 0.0% | |
| OGE | OGE ENERGY CORP | $41,000 | +7.9% | 1,000 | 0.0% | 0.02% | -6.2% | |
| TGT | TARGET CORP | $42,000 | -8.7% | 200 | 0.0% | 0.02% | -21.1% | |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $41,000 | -72.3% | 700 | -70.2% | 0.02% | -75.0% |
| FE | Buy | FIRSTENERGY CORP | $41,000 | +241.7% | 897 | +199.0% | 0.02% | +200.0% |
| New | SHELL PLCspon ads | $42,000 | – | 771 | +100.0% | 0.02% | – | |
| LNT | ALLIANT ENERGY CORP | $41,000 | +2.5% | 650 | 0.0% | 0.02% | -6.2% | |
| CWK | New | CUSHMAN WAKEFIELD PLC | $41,000 | – | 2,000 | +100.0% | 0.02% | – |
| CB | CHUBB LIMITED | $41,000 | +10.8% | 192 | 0.0% | 0.02% | 0.0% | |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $42,000 | +366.7% | 171 | +317.1% | 0.02% | +275.0% |
| BLDR | Sell | BUILDERS FIRSTSOURCE INC | $39,000 | -87.5% | 600 | -83.6% | 0.01% | -89.1% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $38,000 | -5.0% | 708 | +100.0% | 0.01% | -12.5% |
| MUR | MURPHY OIL CORP | $40,000 | +53.8% | 1,000 | 0.0% | 0.01% | +27.3% | |
| OXY | Buy | OCCIDENTAL PETE CORP | $38,000 | +171.4% | 674 | +34.8% | 0.01% | +133.3% |
| MCHI | ISHARES TRmsci china etf | $38,000 | -15.6% | 710 | 0.0% | 0.01% | -22.2% | |
| ARCC | ARES CAPITAL CORP | $39,000 | -2.5% | 1,885 | 0.0% | 0.01% | -12.5% | |
| COG | COTERRA ENERGY INC | $40,000 | +37.9% | 1,500 | 0.0% | 0.01% | +16.7% | |
| CWEB | New | DIREXION SHS ETF TRdaily cs 2x sh | $39,000 | – | 6,269 | +100.0% | 0.01% | – |
| HEP | New | HOLLY ENERGY PARTNERS L P | $39,000 | – | 2,200 | +100.0% | 0.01% | – |
| BBY | Sell | BEST BUY INC | $36,000 | -67.9% | 400 | -63.6% | 0.01% | -71.7% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $35,000 | -81.5% | 50 | -83.3% | 0.01% | -83.1% |
| PSCH | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $36,000 | -10.0% | 225 | 0.0% | 0.01% | -18.8% | |
| WFC | Sell | WELLS FARGO CO NEW | $36,000 | -20.0% | 742 | -21.1% | 0.01% | -27.8% |
| PBJ | INVESCO EXCHANGE TRADED FD Tdynmc food bev | $37,000 | +2.8% | 800 | 0.0% | 0.01% | -13.3% | |
| YORW | YORK WTR CO | $36,000 | -10.0% | 800 | 0.0% | 0.01% | -18.8% | |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $35,000 | -2.8% | 1,255 | +2.2% | 0.01% | -13.3% |
| SBCF | Sell | SEACOAST BKG CORP FLA | $35,000 | -47.8% | 1,000 | -47.4% | 0.01% | -51.9% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $37,000 | +2.8% | 500 | 0.0% | 0.01% | -13.3% | |
| DTE | DTE ENERGY CO | $36,000 | +9.1% | 275 | 0.0% | 0.01% | 0.0% | |
| KLAC | KLA CORP | $37,000 | -14.0% | 100 | 0.0% | 0.01% | -27.8% | |
| FCTR | FIRST TR EXCHANGE-TRADED FDlunt us factor | $36,000 | -7.7% | 1,100 | 0.0% | 0.01% | -18.8% | |
| WTRG | New | ESSENTIAL UTILS INC | $36,000 | – | 700 | +100.0% | 0.01% | – |
| TDOC | Sell | TELADOC HEALTH INC | $35,000 | -34.0% | 490 | -15.5% | 0.01% | -40.9% |
| DHI | D R HORTON INC | $37,000 | -31.5% | 500 | 0.0% | 0.01% | -40.9% | |
| TDC | TERADATA CORP DEL | $35,000 | +16.7% | 700 | 0.0% | 0.01% | +8.3% | |
| FIZZ | NATIONAL BEVERAGE CORP | $35,000 | -2.8% | 800 | 0.0% | 0.01% | -13.3% | |
| GLW | Sell | CORNING INC | $37,000 | -75.2% | 1,000 | -75.0% | 0.01% | -78.7% |
| MRVL | MARVELL TECHNOLOGY INC | $36,000 | -18.2% | 500 | 0.0% | 0.01% | -27.8% | |
| IDU | ISHARES TRu.s. utilits etf | $36,000 | +2.9% | 400 | 0.0% | 0.01% | -7.1% | |
| New | LUCID GROUP INC | $32,000 | – | 1,242 | +100.0% | 0.01% | – | |
| KMB | Buy | KIMBERLY-CLARK CORP | $33,000 | +37.5% | 268 | +60.5% | 0.01% | +20.0% |
| LLY | New | LILLY ELI & CO | $33,000 | – | 116 | +100.0% | 0.01% | – |
| EXC | EXELON CORP | $33,000 | -17.5% | 700 | 0.0% | 0.01% | -25.0% | |
| NEE | Sell | NEXTERA ENERGY INC | $32,000 | -71.4% | 378 | -68.6% | 0.01% | -73.9% |
| WPM | New | WHEATON PRECIOUS METALS CORP | $33,000 | – | 700 | +100.0% | 0.01% | – |
| HUM | HUMANA INC | $33,000 | -5.7% | 75 | 0.0% | 0.01% | -14.3% | |
| ICLN | ISHARES TRgl clean ene etf | $32,000 | 0.0% | 1,500 | 0.0% | 0.01% | -7.7% | |
| GUSH | DIREXION SHS ETF TRoil gas bl 2x sh | $33,000 | +83.3% | 200 | 0.0% | 0.01% | +71.4% | |
| JD | Buy | JD.COM INCspon adr cl a | $33,000 | +3.1% | 575 | +27.8% | 0.01% | -7.7% |
| CEQP | New | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $34,000 | – | 1,138 | +100.0% | 0.01% | – |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $34,000 | -30.6% | 457 | -23.2% | 0.01% | -40.0% |
| CDNS | CADENCE DESIGN SYSTEM INC | $33,000 | -10.8% | 200 | 0.0% | 0.01% | -20.0% | |
| BA | Sell | BOEING CO | $29,000 | -72.4% | 150 | -71.2% | 0.01% | -74.4% |
| SNAP | Buy | SNAP INCcl a | $31,000 | -6.1% | 850 | +21.4% | 0.01% | -15.4% |
| CME | CME GROUP INC | $31,000 | +3.3% | 130 | 0.0% | 0.01% | -8.3% | |
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $29,000 | 0.0% | 430 | 0.0% | 0.01% | -8.3% | |
| EXPE | EXPEDIA GROUP INC | $29,000 | +7.4% | 150 | 0.0% | 0.01% | 0.0% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $31,000 | -13.9% | 200 | 0.0% | 0.01% | -26.7% | |
| PBT | New | PERMIAN BASIN RTY TRunit ben int | $31,000 | – | 2,500 | +100.0% | 0.01% | – |
| EMR | Sell | EMERSON ELEC CO | $29,000 | -37.0% | 300 | -40.0% | 0.01% | -42.1% |
| RZV | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $29,000 | 0.0% | 300 | 0.0% | 0.01% | -8.3% | |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $31,000 | +106.7% | 2,100 | +110.0% | 0.01% | +83.3% |
| XSD | SPDR SER TRs&p semicndctr | $31,000 | -13.9% | 150 | 0.0% | 0.01% | -26.7% | |
| HON | HONEYWELL INTL INC | $29,000 | -6.5% | 150 | 0.0% | 0.01% | -15.4% | |
| OSPN | New | ONESPAN INC | $29,000 | – | 2,000 | +100.0% | 0.01% | – |
| DIN | DINE BRANDS GLOBAL INC | $31,000 | +3.3% | 400 | 0.0% | 0.01% | -8.3% | |
| AFG | AMERICAN FINL GROUP INC OHIO | $29,000 | +7.4% | 200 | 0.0% | 0.01% | 0.0% | |
| EEMV | New | ISHARES INCmsci emerg mrkt | $28,000 | – | 452 | +100.0% | 0.01% | – |
| RSG | Sell | REPUBLIC SVCS INC | $27,000 | -57.1% | 200 | -55.6% | 0.01% | -61.5% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $27,000 | +125.0% | 220 | +152.9% | 0.01% | +100.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $28,000 | +100.0% | 118 | +110.7% | 0.01% | +66.7% |
| EMCB | New | WISDOMTREE TRwsdm emktbd fd | $28,000 | – | 425 | +100.0% | 0.01% | – |
| DAL | DELTA AIR LINES INC DEL | $28,000 | 0.0% | 704 | 0.0% | 0.01% | -9.1% | |
| MANH | MANHATTAN ASSOCIATES INC | $28,000 | -9.7% | 200 | 0.0% | 0.01% | -23.1% | |
| PTH | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $27,000 | -12.9% | 200 | 0.0% | 0.01% | -23.1% | |
| BDX | Sell | BECTON DICKINSON & CO | $27,000 | -64.0% | 100 | -66.7% | 0.01% | -67.7% |
| TOL | Sell | TOLL BROTHERS INC | $28,000 | -85.6% | 600 | -77.8% | 0.01% | -87.5% |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $28,000 | -12.5% | 2,139 | 0.0% | 0.01% | -23.1% | |
| CARR | CARRIER GLOBAL CORPORATION | $26,000 | -16.1% | 568 | 0.0% | 0.01% | -30.8% | |
| AMRC | AMERESCO INCcl a | $24,000 | 0.0% | 300 | 0.0% | 0.01% | -10.0% | |
| DIVO | New | AMPLIFY ETF TRcwp enhanced div | $26,000 | – | 700 | +100.0% | 0.01% | – |
| BHK | BLACKROCK CORE BD TR | $24,000 | -20.0% | 1,826 | 0.0% | 0.01% | -25.0% | |
| DOV | DOVER CORP | $24,000 | -11.1% | 150 | 0.0% | 0.01% | -18.2% | |
| DVLU | FIRST TR EXCHANGE-TRADED FDdorsy wrgh vlu | $26,000 | +4.0% | 1,000 | 0.0% | 0.01% | -10.0% | |
| PHG | KONINKLIJKE PHILIPS N V | $24,000 | -14.3% | 770 | 0.0% | 0.01% | -18.2% | |
| SAIL | SAILPOINT TECHNOLOGIES HLDGS | $26,000 | +8.3% | 500 | 0.0% | 0.01% | -10.0% | |
| TMUS | Sell | T-MOBILE US INC | $26,000 | -43.5% | 200 | -50.0% | 0.01% | -52.6% |
| VOX | Buy | VANGUARD WORLD FDS | $25,000 | +25.0% | 209 | +40.3% | 0.01% | +12.5% |
| VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $25,000 | -7.4% | 301 | 0.0% | 0.01% | -18.2% | |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $26,000 | +30.0% | 100 | +11.1% | 0.01% | +12.5% |
| ED | CONSOLIDATED EDISON INC | $22,000 | +10.0% | 234 | 0.0% | 0.01% | 0.0% | |
| Buy | DIGITAL WORLD ACQUISITION CO | $21,000 | +320.0% | 320 | +220.0% | 0.01% | +300.0% | |
| OCSL | Buy | OAKTREE SPECIALTY LENDING CO | $21,000 | +200.0% | 2,895 | +189.5% | 0.01% | +166.7% |
| HE | HAWAIIAN ELEC INDUSTRIES | $21,000 | 0.0% | 500 | 0.0% | 0.01% | -11.1% | |
| MU | MICRON TECHNOLOGY INC | $23,000 | -17.9% | 300 | 0.0% | 0.01% | -27.3% | |
| LOPE | GRAND CANYON ED INC | $23,000 | +15.0% | 232 | 0.0% | 0.01% | 0.0% | |
| KR | KROGER CO | $22,000 | +29.4% | 380 | 0.0% | 0.01% | +14.3% | |
| TTD | THE TRADE DESK INC | $21,000 | -22.2% | 300 | 0.0% | 0.01% | -27.3% | |
| MBUU | MALIBU BOATS INC | $23,000 | -14.8% | 400 | 0.0% | 0.01% | -27.3% | |
| ROKU | Buy | ROKU INC | $21,000 | -32.3% | 170 | +25.9% | 0.01% | -38.5% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $21,000 | 0.0% | 151 | 0.0% | 0.01% | -11.1% | |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $23,000 | +109.1% | 300 | +50.0% | 0.01% | +100.0% |
| TJX | Sell | TJX COS INC NEW | $23,000 | -28.1% | 375 | -11.8% | 0.01% | -38.5% |
| CZR | CAESARS ENTERTAINMENT INC NE | $23,000 | -17.9% | 300 | 0.0% | 0.01% | -27.3% | |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $21,000 | – | 436 | +100.0% | 0.01% | – |
| WMC | New | WESTERN ASSET MTG CAP CORP | $21,000 | – | 12,300 | +100.0% | 0.01% | – |
| GAB | Sell | GABELLI EQUITY TR INC | $23,000 | -8.0% | 3,299 | -4.7% | 0.01% | -20.0% |
| IBND | New | SPDR SER TRbloomberg intl | $22,000 | – | 677 | +100.0% | 0.01% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $23,000 | – | 442 | +100.0% | 0.01% | – |
| AYX | ALTERYX INC | $21,000 | +16.7% | 300 | 0.0% | 0.01% | +14.3% | |
| UNIT | New | UNITI GROUP INC | $21,000 | – | 1,560 | +100.0% | 0.01% | – |
| IGLB | ISHARES TR10+ yr invst grd | $21,000 | -8.7% | 334 | 0.0% | 0.01% | -11.1% | |
| ENB | Buy | ENBRIDGE INC | $21,000 | +110.0% | 449 | +81.8% | 0.01% | +100.0% |
| AAP | ADVANCE AUTO PARTS INC | $21,000 | -12.5% | 100 | 0.0% | 0.01% | -20.0% | |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $19,000 | – | 1,706 | +28333.3% | 0.01% | – |
| IJS | ISHARES TRsp smcp600vl etf | $20,000 | 0.0% | 194 | 0.0% | 0.01% | -12.5% | |
| WRK | WESTROCK CO | $18,000 | +5.9% | 373 | 0.0% | 0.01% | 0.0% | |
| NRP | New | NATURAL RESOURCE PARTNERS L | $20,000 | – | 470 | +100.0% | 0.01% | – |
| IDV | ISHARES TRintl sel div etf | $20,000 | +5.3% | 625 | 0.0% | 0.01% | -12.5% | |
| BIV | VANGUARD BD INDEX FDSintermed term | $20,000 | -4.8% | 241 | 0.0% | 0.01% | -22.2% | |
| ESTC | ELASTIC N V | $18,000 | -28.0% | 200 | 0.0% | 0.01% | -30.0% | |
| KAI | New | KADANT INC | $19,000 | – | 97 | +100.0% | 0.01% | – |
| FREL | New | FIDELITY COVINGTON TRUSTmsci rl est etf | $18,000 | – | 559 | +100.0% | 0.01% | – |
| BECN | BEACON ROOFING SUPPLY INC | $18,000 | +5.9% | 300 | 0.0% | 0.01% | 0.0% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $20,000 | +11.1% | 300 | 0.0% | 0.01% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $18,000 | -5.3% | 37 | 0.0% | 0.01% | -12.5% | |
| ITT | ITT INC | $19,000 | -26.9% | 250 | 0.0% | 0.01% | -36.4% | |
| AUPH | AURINIA PHARMACEUTICALS INC | $19,000 | -44.1% | 1,500 | 0.0% | 0.01% | -50.0% | |
| PFFD | GLOBAL X FDSus pfd etf | $20,000 | -9.1% | 840 | 0.0% | 0.01% | -22.2% | |
| NEM | New | NEWMONT CORP | $19,000 | – | 235 | +100.0% | 0.01% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $17,000 | – | 319 | +100.0% | 0.01% | – |
| GDX | VANECK ETF TRUSTgold miners etf | $17,000 | +21.4% | 443 | 0.0% | 0.01% | 0.0% | |
| NUE | NUCOR CORP | $17,000 | +30.8% | 115 | 0.0% | 0.01% | +20.0% | |
| HYD | VANECK ETF TRUSThigh yld munietf | $17,000 | -10.5% | 300 | 0.0% | 0.01% | -25.0% | |
| TFFP | New | TFF PHARMACEUTICALS INC | $16,000 | – | 2,500 | +100.0% | 0.01% | – |
| SIX | SIX FLAGS ENTMT CORP NEW | $17,000 | 0.0% | 400 | 0.0% | 0.01% | -14.3% | |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $17,000 | -34.6% | 400 | -33.3% | 0.01% | -45.5% |
| CALM | CAL MAINE FOODS INC | $17,000 | +54.5% | 300 | 0.0% | 0.01% | +50.0% | |
| DDD | 3-D SYS CORP DEL | $17,000 | -22.7% | 1,000 | 0.0% | 0.01% | -33.3% | |
| CVE | New | CENOVUS ENERGY INC | $17,000 | – | 1,000 | +100.0% | 0.01% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $17,000 | – | 160 | +100.0% | 0.01% | – |
| ADS | ALLIANCE DATA SYSTEMS CORP | $17,000 | -15.0% | 300 | 0.0% | 0.01% | -25.0% | |
| ORCL | ORACLE CORP | $17,000 | 0.0% | 200 | 0.0% | 0.01% | -14.3% | |
| AMLP | New | ALPS ETF TRalerian mlp | $17,000 | – | 447 | +100.0% | 0.01% | – |
| EL | LAUDER ESTEE COS INCcl a | $17,000 | -26.1% | 61 | 0.0% | 0.01% | -33.3% | |
| PINS | PINTEREST INCcl a | $17,000 | -34.6% | 710 | 0.0% | 0.01% | -45.5% | |
| PLNT | Buy | PLANET FITNESS INCcl a | $17,000 | +21.4% | 200 | +33.3% | 0.01% | 0.0% |
| AMGN | Sell | AMGEN INC | $17,000 | -90.8% | 70 | -91.5% | 0.01% | -92.0% |
| IFV | FIRST TR EXCHANGE-TRADED FDdorsey wright | $17,000 | -10.5% | 800 | 0.0% | 0.01% | -25.0% | |
| NTR | NUTRIEN LTD | $17,000 | +41.7% | 160 | 0.0% | 0.01% | +20.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $16,000 | 0.0% | 23 | 0.0% | 0.01% | -14.3% | |
| IDA | IDACORP INC | $17,000 | 0.0% | 150 | 0.0% | 0.01% | -14.3% | |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $15,000 | – | 194 | +100.0% | 0.01% | – |
| IJT | ISHARES TRs&p sml 600 gwt | $14,000 | -12.5% | 114 | 0.0% | 0.01% | -28.6% | |
| OKTA | OKTA INCcl a | $15,000 | -31.8% | 100 | 0.0% | 0.01% | -44.4% | |
| PETS | Sell | PETMED EXPRESS INC | $15,000 | -68.1% | 600 | -67.6% | 0.01% | -73.7% |
| MDLZ | MONDELEZ INTL INCcl a | $13,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| WELL | Sell | WELLTOWER INC | $13,000 | -65.8% | 140 | -68.2% | 0.01% | -68.8% |
| PPC | PILGRIMS PRIDE CORP | $13,000 | -7.1% | 500 | 0.0% | 0.01% | -16.7% | |
| NVAX | NOVAVAX INC | $15,000 | -48.3% | 200 | 0.0% | 0.01% | -58.3% | |
| USO | UNITED STS OIL FD LPunits | $13,000 | +44.4% | 170 | 0.0% | 0.01% | +25.0% | |
| CCL | CARNIVAL CORP | $13,000 | 0.0% | 653 | 0.0% | 0.01% | 0.0% | |
| UPWK | UPWORK INC | $14,000 | -30.0% | 600 | 0.0% | 0.01% | -37.5% | |
| OBELF | New | OBSIDIAN ENERGY LTD | $14,000 | – | 1,570 | +100.0% | 0.01% | – |
| DGX | QUEST DIAGNOSTICS INC | $14,000 | -17.6% | 100 | 0.0% | 0.01% | -28.6% | |
| OSIS | OSI SYSTEMS INC | $13,000 | -7.1% | 150 | 0.0% | 0.01% | -16.7% | |
| IGR | CBRE GBL REAL ESTATE INC FD | $13,000 | -7.1% | 1,410 | 0.0% | 0.01% | -16.7% | |
| PSCU | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp util | $13,000 | -7.1% | 204 | +1.5% | 0.01% | -16.7% |
| AUDC | AUDIOCODES LTDord | $14,000 | -22.2% | 530 | 0.0% | 0.01% | -28.6% | |
| WEN | WENDYS CO | $13,000 | -7.1% | 600 | 0.0% | 0.01% | -16.7% | |
| DJD | New | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $13,000 | – | 275 | +100.0% | 0.01% | – |
| New | CONSTELLATION ENERGY CORP | $13,000 | – | 232 | +100.0% | 0.01% | – | |
| SJM | SMUCKER J M CO | $14,000 | 0.0% | 102 | 0.0% | 0.01% | -16.7% | |
| US ECOLOGY INC | $14,000 | +40.0% | 300 | 0.0% | 0.01% | +25.0% | ||
| TTE | New | TOTALENERGIES SEsponsored ads | $13,000 | – | 259 | +100.0% | 0.01% | – |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $13,000 | +18.2% | 132 | +32.0% | 0.01% | +25.0% |
| AY | New | ATLANTICA SUSTAINABLE INFR P | $15,000 | – | 428 | +100.0% | 0.01% | – |
| FAF | FIRST AMERN FINL CORP | $13,000 | -18.8% | 200 | 0.0% | 0.01% | -28.6% | |
| HDV | New | ISHARES TRcore high dv etf | $13,000 | – | 125 | +100.0% | 0.01% | – |
| AFRM | AFFIRM HLDGS INC | $14,000 | -53.3% | 300 | 0.0% | 0.01% | -58.3% | |
| U | New | UNITY SOFTWARE INC | $10,000 | – | 100 | +100.0% | 0.00% | – |
| O | REALTY INCOME CORP | $10,000 | -9.1% | 150 | 0.0% | 0.00% | 0.0% | |
| FAST | FASTENAL CO | $10,000 | 0.0% | 161 | 0.0% | 0.00% | 0.0% | |
| NTRA | NATERA INC | $12,000 | -57.1% | 300 | 0.0% | 0.00% | -63.6% | |
| USB | US BANCORP DEL | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $12,000 | -7.7% | 154 | 0.0% | 0.00% | -20.0% | |
| YUM | Sell | YUM BRANDS INC | $12,000 | -71.4% | 100 | -66.7% | 0.00% | -76.5% |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $11,000 | -15.4% | 20 | 0.0% | 0.00% | -20.0% | |
| ESGU | Sell | ISHARES TResg awr msci usa | $10,000 | -88.4% | 96 | -88.0% | 0.00% | -88.6% |
| RKT | New | ROCKET COS INC | $11,000 | – | 1,000 | +100.0% | 0.00% | – |
| New | FRANKLIN BSP RLTY TR INC | $12,000 | – | 854 | +100.0% | 0.00% | – | |
| IWS | ISHARES TRrus mdcp val etf | $12,000 | 0.0% | 102 | 0.0% | 0.00% | -20.0% | |
| SNBR | SLEEP NUMBER CORP | $10,000 | -33.3% | 200 | 0.0% | 0.00% | -33.3% | |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $10,000 | – | 900 | +100.0% | 0.00% | – |
| ZTR | Buy | VIRTUS GLOBAL DIVID & INCOME | $11,000 | +22.2% | 1,176 | +17.6% | 0.00% | 0.0% |
| FRST | PRIMIS FINANCIAL CORP | $10,000 | -9.1% | 700 | 0.0% | 0.00% | 0.0% | |
| SMG | Sell | SCOTTS MIRACLE-GRO COcl a | $12,000 | -47.8% | 100 | -31.0% | 0.00% | -55.6% |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $12,000 | – | 103 | +100.0% | 0.00% | – |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $12,000 | – | 150 | +100.0% | 0.00% | – |
| AESR | TWO RDS SHARED TRanfield us equ | $12,000 | -7.7% | 913 | 0.0% | 0.00% | -20.0% | |
| ANSS | ANSYS INC | $11,000 | -21.4% | 35 | 0.0% | 0.00% | -33.3% | |
| ULTA | New | ULTA BEAUTY INC | $12,000 | – | 31 | +100.0% | 0.00% | – |
| OEF | New | ISHARES TRs&p 100 etf | $11,000 | – | 51 | +100.0% | 0.00% | – |
| INTU | INTUIT | $11,000 | -21.4% | 22 | 0.0% | 0.00% | -33.3% | |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $12,000 | – | 150 | +100.0% | 0.00% | – |
| CI | Sell | CIGNA CORP NEW | $12,000 | -50.0% | 52 | -50.0% | 0.00% | -60.0% |
| EPD | ENTERPRISE PRODS PARTNERS L | $10,000 | +11.1% | 400 | 0.0% | 0.00% | 0.0% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $11,000 | -31.2% | 151 | 0.0% | 0.00% | -42.9% | |
| ET | ENERGY TRANSFER L P | $7,000 | +40.0% | 640 | 0.0% | 0.00% | +50.0% | |
| ELAN | New | ELANCO ANIMAL HEALTH INC | $8,000 | – | 292 | +100.0% | 0.00% | – |
| ECL | ECOLAB INC | $7,000 | -30.0% | 42 | 0.0% | 0.00% | -25.0% | |
| ECON | COLUMBIA ETF TR IIemrg markets etf | $8,000 | -20.0% | 400 | 0.0% | 0.00% | -25.0% | |
| EOS | EATON VANCE ENHANCED EQUITY | $7,000 | -22.2% | 355 | 0.0% | 0.00% | -25.0% | |
| TTP | Sell | TORTOISE PIPELINE & ENERGY F | $9,000 | +28.6% | 312 | -0.6% | 0.00% | 0.0% |
| DOCS | New | DOXIMITY INCcl a | $7,000 | – | 125 | +100.0% | 0.00% | – |
| OLED | Sell | UNIVERSAL DISPLAY CORP | $8,000 | -46.7% | 45 | -50.0% | 0.00% | -50.0% |
| DTM | DT MIDSTREAM INC | $7,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% | |
| NRG | New | NRG ENERGY INC | $8,000 | – | 200 | +100.0% | 0.00% | – |
| ORC | ORCHID IS CAP INC | $7,000 | -22.2% | 2,000 | 0.0% | 0.00% | -25.0% | |
| OGN | Buy | ORGANON & CO | $9,000 | +50.0% | 254 | +38.0% | 0.00% | +50.0% |
| ABC | AMERISOURCEBERGEN CORP | $8,000 | +14.3% | 50 | 0.0% | 0.00% | 0.0% | |
| WCLD | WISDOMTREE TR | $8,000 | -20.0% | 200 | 0.0% | 0.00% | -25.0% | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $9,000 | -10.0% | 532 | 0.0% | 0.00% | -25.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| Sell | KYNDRYL HLDGS INC | $8,000 | -42.9% | 579 | -22.7% | 0.00% | -50.0% | |
| RES | RPC INC | $8,000 | +166.7% | 750 | 0.0% | 0.00% | +200.0% | |
| PJP | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $8,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $8,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $9,000 | -10.0% | 25 | 0.0% | 0.00% | -25.0% | |
| ERH | ALLSPRING UTILITIES AND HIGHwf utilities inc | $7,000 | 0.0% | 475 | 0.0% | 0.00% | 0.0% | |
| BPT | BP PRUDHOE BAY RTY TRunit ben int | $7,000 | +250.0% | 500 | 0.0% | 0.00% | +200.0% | |
| NKE | NIKE INCcl b | $7,000 | -22.2% | 54 | 0.0% | 0.00% | -25.0% | |
| BIDU | BAIDU INCspon adr rep a | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MSB | New | MESABI TRctf ben int | $8,000 | – | 300 | +100.0% | 0.00% | – |
| HTHT | New | HUAZHU GROUP LTDsponsored ads | $7,000 | – | 200 | +100.0% | 0.00% | – |
| HPE | HEWLETT PACKARD ENTERPRISE C | $7,000 | +16.7% | 389 | 0.0% | 0.00% | +50.0% | |
| JNK | Buy | SPDR SER TRbloomberg high y | $9,000 | +200.0% | 91 | +184.4% | 0.00% | +200.0% |
| HAIL | SPDR SER TRs&p kensho smart | $7,000 | -12.5% | 150 | 0.0% | 0.00% | 0.0% | |
| HP | New | HELMERICH & PAYNE INC | $9,000 | – | 206 | +100.0% | 0.00% | – |
| GOLD | BARRICK GOLD CORP | $7,000 | +16.7% | 300 | 0.0% | 0.00% | +50.0% | |
| VTRS | Sell | VIATRIS INC | $9,000 | -35.7% | 864 | -18.6% | 0.00% | -50.0% |
| SAP | New | SAP SEspon adr | $7,000 | – | 67 | +100.0% | 0.00% | – |
| BSX | BOSTON SCIENTIFIC CORP | $9,000 | 0.0% | 209 | 0.0% | 0.00% | -25.0% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $8,000 | -11.1% | 50 | 0.0% | 0.00% | -25.0% | |
| BFB | BROWN FORMAN CORPcl b | $7,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
| YY | JOYY INC | $7,000 | -22.2% | 200 | 0.0% | 0.00% | -25.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $9,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% | |
| FCX | New | FREEPORT-MCMORAN INCcall | $9,000 | – | 2,000 | +100.0% | 0.00% | – |
| FOXA | FOX CORP | $7,000 | +16.7% | 166 | 0.0% | 0.00% | +50.0% | |
| SWK | STANLEY BLACK & DECKER INC | $9,000 | -25.0% | 64 | 0.0% | 0.00% | -40.0% | |
| CNP | CENTERPOINT ENERGY INC | $8,000 | +14.3% | 250 | 0.0% | 0.00% | 0.0% | |
| CL | COLGATE PALMOLIVE CO | $8,000 | -11.1% | 100 | 0.0% | 0.00% | -25.0% | |
| GLOB | GLOBANT S A | $5,000 | -16.7% | 19 | 0.0% | 0.00% | 0.0% | |
| NGVT | INGEVITY CORP | $6,000 | -14.3% | 100 | 0.0% | 0.00% | -33.3% | |
| NWSA | NEWS CORP NEWcl a | $6,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MTA | METALLA RTY & STREAMING LTD | $6,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% | |
| WST | WEST PHARMACEUTICAL SVSC INC | $5,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $6,000 | +20.0% | 48 | 0.0% | 0.00% | 0.0% | |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $6,000 | -14.3% | 600 | 0.0% | 0.00% | -33.3% | |
| TLT | ISHARES TR20 yr tr bd etf | $5,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| USIG | ISHARES TRusd inv grde etf | $6,000 | -14.3% | 111 | 0.0% | 0.00% | -33.3% | |
| OUT | OUTFRONT MEDIA INC | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $5,000 | -16.7% | 112 | 0.0% | 0.00% | 0.0% | |
| MDT | Sell | MEDTRONIC PLC | $5,000 | -82.1% | 49 | -82.1% | 0.00% | -81.8% |
| OXYWS | Buy | OCCIDENTAL PETE CORP*w exp 08/03/202 | $5,000 | +150.0% | 145 | +16.9% | 0.00% | +100.0% |
| IAGG | ISHARES TRcore intl aggr | $5,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| DRI | New | DARDEN RESTAURANTS INC | $6,000 | – | 44 | +100.0% | 0.00% | – |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $5,000 | -37.5% | 162 | 0.0% | 0.00% | -33.3% | |
| TOWN | TOWNEBANK PORTSMOUTH VA | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| New | DUTCH BROS INCcl a | $5,000 | – | 94 | +100.0% | 0.00% | – | |
| SILV | SILVERCREST METALS INC | $5,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| GAIN | GLADSTONE INVT CORP | $6,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $5,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| SSP | SCRIPPS E W CO OHIOcl a new | $6,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| YUMC | Sell | YUM CHINA HLDGS INC | $4,000 | -73.3% | 100 | -66.7% | 0.00% | -83.3% |
| NIO | NIO INCspon ads | $4,000 | -42.9% | 210 | 0.0% | 0.00% | -66.7% | |
| LEN | LENNAR CORPcl a | $4,000 | -33.3% | 50 | 0.0% | 0.00% | -50.0% | |
| KARS | KRANESHARES TRelec veh futur | $3,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| KMI | New | KINDER MORGAN INC DEL | $2,000 | – | 109 | +100.0% | 0.00% | – |
| NVS | NOVARTIS AGsponsored adr | $4,000 | 0.0% | 51 | 0.0% | 0.00% | -50.0% | |
| JQC | NUVEEN CR STRATEGIES INCOME | $4,000 | -20.0% | 700 | 0.0% | 0.00% | -50.0% | |
| ESGE | Sell | ISHARES INCesg awr msci em | $2,000 | -90.5% | 63 | -88.0% | 0.00% | -88.9% |
| IYE | Sell | ISHARES TRu.s. energy etf | $4,000 | -83.3% | 91 | -88.7% | 0.00% | -90.0% |
| IUSG | ISHARES TRcore s&p us gwt | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| IUSV | ISHARES TRcore s&p us vlu | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| IWP | ISHARES TRrus md cp gr etf | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| PFL | PIMCO INCOME STRATEGY FD | $2,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% | |
| IXG | Sell | ISHARES TRglobal finls etf | $3,000 | -85.7% | 34 | -86.8% | 0.00% | -88.9% |
| IXN | Sell | ISHARES TRglobal tech etf | $3,000 | -88.0% | 46 | -88.0% | 0.00% | -90.0% |
| RBA | RITCHIE BROS AUCTIONEERS | $3,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| ROL | ROLLINS INC | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| SPGI | New | S&P GLOBAL INC | $3,000 | – | 7 | +100.0% | 0.00% | – |
| IDCC | INTERDIGITAL INC | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| BOUT | INNOVATOR ETFS TRibd breakout | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| IDXX | IDEXX LABS INC | $3,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| IAG | IAMGOLD CORP | $2,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
| IAC | IAC INTERACTIVECORP NEW | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| JKHY | HENRY JACK & ASSOC INC | $2,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| BIL | SPDR SER TRbloomberg 1-3 mo | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| HEI | Sell | HEICO CORP NEW | $4,000 | -76.5% | 24 | -79.5% | 0.00% | -85.7% |
| SJT | SAN JUAN BASIN RTY TRunit ben int | $3,000 | +50.0% | 300 | 0.0% | 0.00% | 0.0% | |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $2,000 | +100.0% | 42 | +16.7% | 0.00% | – |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $4,000 | – | 100 | +100.0% | 0.00% | – |
| BUFD | New | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $3,000 | – | 152 | +100.0% | 0.00% | – |
| DJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $3,000 | – | 95 | +100.0% | 0.00% | – |
| EVH | New | EVOLENT HEALTH INCcl a | $3,000 | – | 100 | +100.0% | 0.00% | – |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $4,000 | 0.0% | 271 | 0.0% | 0.00% | -50.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $4,000 | +33.3% | 425 | 0.0% | 0.00% | 0.0% | |
| Buy | ESS TECH INC | $3,000 | 0.0% | 500 | +100.0% | 0.00% | 0.0% | |
| TYL | TYLER TECHNOLOGIES INC | $4,000 | -20.0% | 9 | 0.0% | 0.00% | -50.0% | |
| UAA | New | UNDER ARMOUR INCcl a | $2,000 | – | 100 | +100.0% | 0.00% | – |
| CSGP | COSTAR GROUP INC | $3,000 | -25.0% | 50 | 0.0% | 0.00% | -50.0% | |
| CIM | CHIMERA INVT CORP | $2,000 | -33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| CHE | CHEMED CORP NEW | $2,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| AFL | AFLAC INC | $3,000 | +50.0% | 42 | 0.0% | 0.00% | 0.0% | |
| CAPSTONE GREEN ENERGY CORP | $2,000 | +100.0% | 450 | 0.0% | 0.00% | – | ||
| VBK | VANGUARD INDEX FDSsml cp grw etf | $4,000 | -20.0% | 18 | 0.0% | 0.00% | -50.0% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| BRBS | BLUE RIDGE BANKSHARES INC VA | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BL | BLACKLINE INC | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| BB | BLACKBERRY LTD | $4,000 | -20.0% | 500 | 0.0% | 0.00% | -50.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $4,000 | 0.0% | 252 | 0.0% | 0.00% | -50.0% | |
| WHR | WHIRLPOOL CORP | $4,000 | -20.0% | 23 | 0.0% | 0.00% | -50.0% | |
| ADI | ANALOG DEVICES INC | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| XRX | XEROX HOLDINGS CORP | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| AUY | YAMANA GOLD INC | $3,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| M | New | MACYS INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| AMED | AMEDISYS INC | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $4,000 | – | 25 | +100.0% | 0.00% | – |
| FVRR | Buy | FIVERR INTL LTD | $3,000 | +200.0% | 36 | +500.0% | 0.00% | – |
| KRNT | New | KORNIT DIGITAL LTD | $4,000 | – | 50 | +100.0% | 0.00% | – |
| RDWR | RADWARE LTDord | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -50.0% | |
| CMRE | New | COSTAMARE INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| MMLP | New | MARTIN MIDSTREAM PRTNRS L Punit l p int | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
| MRO | MARATHON OIL CORP | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| HYLB | New | DBX ETF TRxtrack usd high | $0 | – | 8 | +100.0% | 0.00% | – |
| ESGV | VANGUARD WORLD FDesg us stk etf | $0 | – | 2 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| SPTS | Exit | SPDR SER TRportfolio sh tsr | $0 | – | -37 | -100.0% | 0.00% | – |
| BLCN | SIREN ETF TRnsd nxgn eco etf | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| GCI | GANNETT CO INC | $1,000 | 0.0% | 266 | 0.0% | 0.00% | – | |
| GNTX | GENTEX CORP | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| GWRE | GUIDEWIRE SOFTWARE INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| FDL | FIRST TR MORNINGSTAR DIVID L | $0 | – | 3 | 0.0% | 0.00% | – | |
| RA | BROOKFIELD REAL ASSETS INCOM | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| FHN | Sell | FIRST HORIZON CORPORATION | $1,000 | -66.7% | 25 | -86.2% | 0.00% | -100.0% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,000 | 0.0% | 26 | +100.0% | 0.00% | – |
| HCSG | HEALTHCARE SVCS GROUP INC | $1,000 | 0.0% | 63 | 0.0% | 0.00% | – | |
| PJT | Exit | PJT PARTNERS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| CASI | CASI PHARMACEUTICALS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| SYLVAMO CORP | $0 | – | 9 | 0.0% | 0.00% | – | ||
| BEAM | BEAM THERAPEUTICS INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| HL | HECLA MNG CO | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| EVFM | EVOFEM BIOSCIENCES INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| SALM | SALEM MEDIA GROUP INCcl a | $1,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
| VMEO | VIMEO INC | $0 | – | 19 | 0.0% | 0.00% | – | |
| C | CITIGROUP INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| SPLG | New | SPDR SER TRportfolio s&p500 | $1,000 | – | 11 | +100.0% | 0.00% | – |
| ENSG | ENSIGN GROUP INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| VXX | New | BARCLAYS BANK PLCipth sr b s&p | $0 | – | 2 | +100.0% | 0.00% | – |
| WTRH | WAITR HLDGS INC | $0 | -100.0% | 1,250 | 0.0% | 0.00% | – | |
| BLDP | BALLARD PWR SYS INC NEW | $0 | -100.0% | 40 | 0.0% | 0.00% | – | |
| New | CRESCENT ENERGY COMPANY | $0 | – | 8 | +100.0% | 0.00% | – | |
| New | BRC INC | $1,000 | – | 30 | +100.0% | 0.00% | – | |
| SPTL | New | SPDR SER TRportfolio ln tsr | $0 | – | 5 | +100.0% | 0.00% | – |
| ILMN | ILLUMINA INC | $1,000 | -50.0% | 4 | 0.0% | 0.00% | -100.0% | |
| SPIB | New | SPDR SER TRportfolio intrmd | $0 | – | 2 | +100.0% | 0.00% | – |
| Sell | RIVIAN AUTOMOTIVE INC | $1,000 | -90.0% | 16 | -84.0% | 0.00% | -100.0% | |
| AVLR | AVALARA INC | $1,000 | -50.0% | 13 | 0.0% | 0.00% | -100.0% | |
| GHYG | ISHARES INCus intl hgh yld | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| EWC | ISHARES INCmsci cda etf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| EWL | ISHARES INCmsci switzerland | $0 | – | 6 | 0.0% | 0.00% | – | |
| EWD | ISHARES INCmsci sweden etf | $0 | – | 3 | 0.0% | 0.00% | – | |
| GOED | 1847 GOEDEKER INC | $1,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| PRLB | PROTO LABS INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| New | TOAST INCcl a | $1,000 | – | 49 | +100.0% | 0.00% | – | |
| PFIE | New | PROFIRE ENERGY INC | $1,000 | – | 500 | +100.0% | 0.00% | – |
| AGZ | ISHARES TRagency bond etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| MUB | New | ISHARES TRnational mun etf | $0 | – | 1 | +100.0% | 0.00% | – |
| OUNZ | Exit | VANECK MERK GOLD TRgold trust | $0 | – | -65 | -100.0% | 0.00% | – |
| SIRI | SIRIUS XM HOLDINGS INC | $1,000 | 0.0% | 202 | 0.0% | 0.00% | – | |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | 6 | +100.0% | 0.00% | – |
| IEI | ISHARES TR3 7 yr treas bd | $0 | -100.0% | 4 | 0.0% | 0.00% | – | |
| VEC | VECTRUS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $0 | – | 6 | +100.0% | 0.00% | – |
| EGRX | EAGLE PHARMACEUTICALS INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC | $0 | – | 2 | 0.0% | 0.00% | – | |
| ATER | New | ATERIAN INC | $1,000 | – | 500 | +100.0% | 0.00% | – |
| ILTB | ISHARES TRcore lt usdb etf | $0 | -100.0% | 7 | 0.0% | 0.00% | – | |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $0 | – | 23 | +100.0% | 0.00% | – |
| ORION OFFICE REIT INC | $0 | – | 15 | 0.0% | 0.00% | – | ||
| OPEN | New | OPENDOOR TECHNOLOGIES INC | $1,000 | – | 119 | +100.0% | 0.00% | – |
| CMBS | ISHARES TRcmbs etf | $0 | – | 3 | 0.0% | 0.00% | – | |
| AXU | ALEXCO RESOURCE CORP | $1,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
| LIN | LINDE PLC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| ON | New | ON SEMICONDUCTOR CORPcall | $1,000 | – | 2,500 | +100.0% | 0.00% | – |
| PNR | PENTAIR PLC | $0 | – | 5 | 0.0% | 0.00% | – | |
| AGI | ALAMOS GOLD INC NEW | $0 | – | 19 | 0.0% | 0.00% | – | |
| ALC | ALCON AG | $0 | – | 5 | 0.0% | 0.00% | – | |
| ISTB | ISHARES TRcore 1 5 yr usd | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,000 | – | 10 | +66.7% | 0.00% | – |
| TEL | TE CONNECTIVITY LTD | $1,000 | -50.0% | 10 | 0.0% | 0.00% | -100.0% | |
| EWU | ISHARES TRmsci uk etf new | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| CNDT | CONDUENT INC | $1,000 | 0.0% | 120 | 0.0% | 0.00% | – | |
| USHY | ISHARES TRbroad usd high | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| TWOU | 2U INC | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
| NOG | New | NORTHERN OIL AND GAS INC MN | $0 | – | 10 | +100.0% | 0.00% | – |
| LNSR | LENSAR INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | – | 5 | 0.0% | 0.00% | – | |
| GF | NEW GERMANY FD INC | $1,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| NEOG | NEOGEN CORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| LENB | LENNAR CORPcl b | $0 | – | 1 | 0.0% | 0.00% | – | |
| NATI | NATIONAL INSTRS CORP | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| DSS INC | $0 | – | 500 | 0.0% | 0.00% | – | ||
| DS | DRIVE SHACK INC | $1,000 | 0.0% | 616 | 0.0% | 0.00% | – | |
| DNN | DENISON MINES CORP | $0 | – | 300 | 0.0% | 0.00% | – | |
| CDMO | Exit | AVID BIOSERVICES INC | $0 | – | -25 | -100.0% | 0.00% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -49 | -100.0% | -0.00% | – |
| CLMT | Exit | CALUMET SPECIALTY PRODS PARTut ltd partner | $0 | – | -200 | -100.0% | -0.00% | – |
| GBF | Exit | ISHARES TRgov/cred bd etf | $0 | – | -18 | -100.0% | -0.00% | – |
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -23 | -100.0% | -0.00% | – |
| BNDW | Exit | VANGUARD SCOTTSDALE FDStotal wld bd etf | $0 | – | -37 | -100.0% | -0.00% | – |
| INFO | Exit | IHS MARKIT LTD | $0 | – | -27 | -100.0% | -0.00% | – |
| Exit | LOYALTY VENTURES INC | $0 | – | -120 | -100.0% | -0.00% | – | |
| Exit | BACKBLAZE INC | $0 | – | -300 | -100.0% | -0.00% | – | |
| AOK | Exit | ISHARES TRconser alloc etf | $0 | – | -106 | -100.0% | -0.00% | – |
| RRD | Exit | DONNELLEY R R & SONS CO | $0 | – | -433 | -100.0% | -0.00% | – |
| JOE | Exit | ST JOE CO | $0 | – | -100 | -100.0% | -0.00% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -100 | -100.0% | -0.00% | – |
| ELY | Exit | CALLAWAY GOLF CO | $0 | – | -200 | -100.0% | -0.00% | – |
| SMMV | Exit | ISHARES TRmsci usa smcp mn | $0 | – | -162 | -100.0% | -0.00% | – |
| DBEM | Exit | DBX ETF TRxtrack msci emrg | $0 | – | -240 | -100.0% | -0.00% | – |
| CUTR | Exit | CUTERA INC | $0 | – | -125 | -100.0% | -0.00% | – |
| SGU | Exit | STAR GROUP L Punit ltd partnr | $0 | – | -700 | -100.0% | -0.00% | – |
| OCC | Exit | OPTICAL CABLE CORP | $0 | – | -1,500 | -100.0% | -0.00% | – |
| REMX | Exit | VANECK ETF TRUSTrare earth/strtg | $0 | – | -63 | -100.0% | -0.00% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -126 | -100.0% | -0.00% | – |
| ACWV | Exit | ISHARES INCmsci gbl min vol | $0 | – | -86 | -100.0% | -0.00% | – |
| BLFS | Exit | BIOLIFE SOLUTIONS INC | $0 | – | -286 | -100.0% | -0.00% | – |
| Exit | PROSHARES TRbitcoin strate | $0 | – | -355 | -100.0% | -0.00% | – | |
| QDEF | Exit | FLEXSHARES TRqlt div def idx | $0 | – | -239 | -100.0% | -0.01% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -132 | -100.0% | -0.01% | – |
| CERN | Exit | CERNER CORP | $0 | – | -147 | -100.0% | -0.01% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -383 | -100.0% | -0.01% | – |
| EB | Exit | EVENTBRITE INC | $0 | – | -900 | -100.0% | -0.01% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -420 | -100.0% | -0.01% | – |
| ILCG | Exit | ISHARES TRmorningstar grwt | $0 | – | -255 | -100.0% | -0.01% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -300 | -100.0% | -0.01% | – |
| PKG | Exit | PACKAGING CORP AMER | $0 | – | -150 | -100.0% | -0.01% | – |
| Exit | BATH & BODY WORKS INC | $0 | – | -300 | -100.0% | -0.01% | – | |
| FXD | Exit | FIRST TR EXCHANGE TRADED FDconsumr discre | $0 | – | -350 | -100.0% | -0.01% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -500 | -100.0% | -0.01% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -200 | -100.0% | -0.01% | – |
| CARS | Exit | CARS COM INC | $0 | – | -1,500 | -100.0% | -0.01% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -95 | -100.0% | -0.01% | – |
| QABA | Exit | FIRST TR NASDAQ ABA CMNTY BK | $0 | – | -500 | -100.0% | -0.01% | – |
| DWAS | Exit | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $0 | – | -370 | -100.0% | -0.01% | – |
| SMPL | Exit | SIMPLY GOOD FOODS CO | $0 | – | -800 | -100.0% | -0.01% | – |
| SEE | Exit | SEALED AIR CORP NEW | $0 | – | -500 | -100.0% | -0.01% | – |
| CTLT | Exit | CATALENT INC | $0 | – | -300 | -100.0% | -0.02% | – |
| RNG | Exit | RINGCENTRAL INCcl a | $0 | – | -240 | -100.0% | -0.02% | – |
| BEPC | Exit | BROOKFIELD RENEWABLE CORPcl a sub vtg | $0 | – | -1,213 | -100.0% | -0.02% | – |
| GOAU | Exit | ETF SER SOLUTIONSus gbl gld pre | $0 | – | -2,575 | -100.0% | -0.02% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -500 | -100.0% | -0.02% | – |
| MATX | Exit | MATSON INC | $0 | – | -550 | -100.0% | -0.02% | – |
| VSDA | Exit | VICTORY PORTFOLIOS II | $0 | – | -1,000 | -100.0% | -0.02% | – |
| CDC | Exit | VICTORY PORTFOLIOS II | $0 | – | -740 | -100.0% | -0.02% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -200 | -100.0% | -0.02% | – |
| BRC | Exit | BRADY CORPcl a | $0 | – | -1,000 | -100.0% | -0.02% | – |
| FTAI | Exit | FORTRESS TRANS INFRST INVS L | $0 | – | -1,850 | -100.0% | -0.02% | – |
| AA | Exit | ALCOA CORP | $0 | – | -1,000 | -100.0% | -0.02% | – |
| VERU | Exit | VERU INC | $0 | – | -10,000 | -100.0% | -0.02% | – |
| CAR | Exit | AVIS BUDGET GROUP | $0 | – | -300 | -100.0% | -0.02% | – |
| STOR | Exit | STORE CAP CORP | $0 | – | -2,250 | -100.0% | -0.03% | – |
| PWR | Exit | QUANTA SVCS INC | $0 | – | -680 | -100.0% | -0.03% | – |
| BBH | Exit | VANECK ETF TRUSTbiotech etf | $0 | – | -450 | -100.0% | -0.04% | – |
| MSCI | Exit | MSCI INC | $0 | – | -150 | -100.0% | -0.04% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -198 | -100.0% | -0.04% | – |
| APO | Exit | APOLLO GLOBAL MGMT INC | $0 | – | -1,350 | -100.0% | -0.04% | – |
| TTEC | Exit | TTEC HLDGS INC | $0 | – | -1,200 | -100.0% | -0.04% | – |
| PBE | Exit | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $0 | – | -2,500 | -100.0% | -0.07% | – |
| CONE | Exit | CYRUSONE INC | $0 | – | -2,350 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-20
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 | 2024-04-11 |
| 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 |
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.