$233 Million is the total value of Selective Wealth Management, Inc.'s 791 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 23.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $25,032,000 | +6.6% | 76,247 | +12.6% | 10.73% | +28.3% |
| FROG | Sell | JFROG LTD | $12,219,000 | -1.4% | 552,625 | -6.0% | 5.24% | +18.7% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $10,457,000 | -44.0% | 130,730 | -20.4% | 4.48% | -32.6% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $8,558,000 | -15.9% | 114,377 | -13.7% | 3.67% | +1.3% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $7,898,000 | +4.4% | 82,179 | +10.2% | 3.38% | +25.7% |
| TWLO | Buy | TWILIO INCcl a | $6,946,000 | +4.3% | 100,461 | +26.4% | 2.98% | +25.6% |
| VEEV | Sell | VEEVA SYS INC | $6,920,000 | -22.2% | 41,968 | -6.6% | 2.96% | -6.3% |
| SPLK | Sell | SPLUNK INC | $6,617,000 | -19.8% | 87,988 | -5.6% | 2.84% | -3.4% |
| CRM | Sell | SALESFORCE INC | $6,616,000 | -14.9% | 45,993 | -2.4% | 2.84% | +2.4% |
| DOCU | Sell | DOCUSIGN INC | $6,274,000 | -16.7% | 117,346 | -10.6% | 2.69% | +0.3% |
| EVBG | Buy | EVERBRIDGE INC | $6,143,000 | +10.9% | 198,942 | +0.2% | 2.63% | +33.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $5,477,000 | -19.4% | 56,958 | +1734.4% | 2.35% | -2.9% |
| FB | Sell | META PLATFORMS INCcl a | $5,006,000 | -26.1% | 36,898 | -12.2% | 2.14% | -11.1% |
| ZEN | Sell | ZENDESK INC | $4,477,000 | -32.3% | 58,836 | -34.1% | 1.92% | -18.6% |
| OKTA | Buy | OKTA INCcl a | $4,208,000 | -36.2% | 73,996 | +1.5% | 1.80% | -23.1% |
| INTC | Sell | INTEL CORP | $4,153,000 | -38.2% | 161,139 | -10.3% | 1.78% | -25.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,802,000 | +55.7% | 10,601 | +64.6% | 1.63% | +87.5% |
| NOW | Sell | SERVICENOW INC | $3,789,000 | -25.1% | 10,033 | -5.6% | 1.62% | -9.8% |
| AAPL | Sell | APPLE INC | $3,736,000 | -7.0% | 27,032 | -8.0% | 1.60% | +12.0% |
| TDSB | Sell | EXCHANGE LISTED FDS TRcabana target 7 | $3,644,000 | -24.3% | 168,873 | -23.3% | 1.56% | -8.9% |
| PYPL | Sell | PAYPAL HLDGS INC | $3,338,000 | +11.8% | 38,786 | -9.3% | 1.43% | +34.7% |
| V | Sell | VISA INC | $3,261,000 | -18.2% | 18,354 | -9.4% | 1.40% | -1.6% |
| MVO | Sell | MV OIL TRtr units | $3,224,000 | +10.1% | 258,516 | -1.4% | 1.38% | +32.6% |
| XOM | Sell | EXXON MOBIL CORP | $2,856,000 | -37.5% | 32,709 | -38.7% | 1.22% | -24.8% |
| TDSC | Sell | EXCHANGE LISTED FDS TRcabana target 10 | $2,149,000 | -42.1% | 94,524 | -41.3% | 0.92% | -30.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,916,000 | -10.6% | 5,364 | -5.6% | 0.82% | +7.6% |
| WCLD | Buy | WISDOMTREE TR | $1,792,000 | +29766.7% | 67,209 | +33504.5% | 0.77% | +38300.0% |
| OKE | Buy | ONEOK INC NEW | $1,625,000 | -4.7% | 31,719 | +3.2% | 0.70% | +14.7% |
| Sell | EXCHANGE LISTED FDS TRcabana conservat | $1,380,000 | -27.9% | 66,563 | -26.4% | 0.59% | -13.2% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,330,000 | -52.6% | 11,190 | -43.7% | 0.57% | -42.9% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $1,275,000 | -17.8% | 35,936 | -7.6% | 0.55% | -1.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,197,000 | -44.8% | 16,833 | -40.2% | 0.51% | -33.5% |
| SGOV | New | ISHARES TR0-3 mnth treasry | $1,198,000 | – | 11,947 | +100.0% | 0.51% | – |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $1,117,000 | -12.8% | 13,750 | -11.1% | 0.48% | +5.0% |
| MSFT | Sell | MICROSOFT CORP | $1,035,000 | -31.3% | 4,443 | -24.2% | 0.44% | -17.2% |
| LOW | Buy | LOWES COS INC | $971,000 | +7.6% | 5,170 | +0.1% | 0.42% | +29.6% |
| PGR | Sell | PROGRESSIVE CORP | $906,000 | -36.3% | 7,800 | -36.2% | 0.39% | -23.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $891,000 | +13.1% | 3,334 | +18.6% | 0.38% | +36.4% |
| TFC | Buy | TRUIST FINL CORP | $860,000 | -8.1% | 19,755 | +0.2% | 0.37% | +10.8% |
| SO | Sell | SOUTHERN CO | $828,000 | -47.4% | 12,169 | -44.9% | 0.36% | -36.6% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $784,000 | -13.6% | 7,648 | -7.3% | 0.34% | +4.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $778,000 | -11.7% | 3,549 | -8.9% | 0.33% | +6.1% |
| TSCO | Sell | TRACTOR SUPPLY CO | $732,000 | -10.9% | 3,938 | -7.1% | 0.31% | +7.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $729,000 | -9.4% | 3,876 | -5.2% | 0.31% | +8.7% |
| AMZN | AMAZON COM INC | $728,000 | +6.4% | 6,440 | 0.0% | 0.31% | +28.4% | |
| UNP | UNION PAC CORP | $717,000 | -8.7% | 3,680 | 0.0% | 0.31% | +10.0% | |
| JPM | Sell | JPMORGAN CHASE & CO | $713,000 | -48.2% | 6,823 | -44.2% | 0.31% | -37.6% |
| MFC | Sell | MANULIFE FINL CORP | $705,000 | -56.5% | 45,014 | -51.9% | 0.30% | -47.7% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $699,000 | -10.6% | 2,434 | -4.1% | 0.30% | +7.9% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $693,000 | -10.7% | 11,444 | -7.5% | 0.30% | +7.6% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $672,000 | -15.7% | 14,087 | -12.4% | 0.29% | +1.4% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $630,000 | -22.0% | 7,222 | -17.4% | 0.27% | -6.2% |
| AMCR | Sell | AMCOR PLCord | $585,000 | -47.0% | 54,500 | -38.6% | 0.25% | -36.1% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $586,000 | -18.5% | 11,322 | -12.2% | 0.25% | -2.0% |
| TSLA | Buy | TESLA INC | $551,000 | -17.4% | 2,077 | +109.6% | 0.24% | -0.4% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $551,000 | -12.7% | 7,718 | -9.9% | 0.24% | +4.9% |
| Sell | EXCHANGE LISTED FDS TRcabana moderate | $549,000 | -41.8% | 26,069 | -41.1% | 0.24% | -30.1% | |
| IGSB | Sell | ISHARES TR | $541,000 | -28.2% | 10,975 | -26.3% | 0.23% | -13.4% |
| KO | Sell | COCA COLA CO | $535,000 | -39.3% | 9,543 | -31.8% | 0.23% | -27.1% |
| BAC | Sell | BK OF AMERICA CORP | $531,000 | -47.1% | 17,582 | -45.5% | 0.23% | -36.1% |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $520,000 | -9.1% | 5,417 | -3.1% | 0.22% | +9.3% |
| WMT | Sell | WALMART INC | $519,000 | +4.2% | 4,000 | -2.4% | 0.22% | +25.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $506,000 | -50.9% | 13,332 | -34.4% | 0.22% | -40.9% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $459,000 | -19.2% | 5,726 | -8.2% | 0.20% | -2.5% |
| USMV | Sell | ISHARES TRmsci usa min vol | $458,000 | -13.6% | 6,923 | -8.3% | 0.20% | +3.7% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $453,000 | -10.8% | 2,650 | -8.1% | 0.19% | +7.2% |
| CEMB | Sell | ISHARES INCjp mrg em crp bd | $446,000 | -16.3% | 10,787 | -13.3% | 0.19% | +0.5% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $444,000 | +3.5% | 1,445 | +10.0% | 0.19% | +24.2% |
| DUK | Sell | DUKE ENERGY CORP NEW | $440,000 | -22.9% | 4,727 | -11.2% | 0.19% | -6.9% |
| NRZ | Sell | RITHM CAPITAL CORP | $437,000 | -36.8% | 59,733 | -19.6% | 0.19% | -24.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $431,000 | -5.1% | 5,699 | +0.5% | 0.18% | +14.2% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $424,000 | -8.6% | 11,207 | -5.9% | 0.18% | +10.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $422,000 | -22.3% | 4,411 | +1671.5% | 0.18% | -6.2% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $392,000 | -10.7% | 3,776 | -3.9% | 0.17% | +7.7% |
| T | Sell | AT&T INC | $392,000 | -40.7% | 25,558 | -18.9% | 0.17% | -28.5% |
| HPQ | Sell | HP INC | $388,000 | -71.4% | 15,580 | -62.3% | 0.17% | -65.6% |
| XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $383,000 | -36.5% | 1,425 | -32.3% | 0.16% | -23.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $382,000 | -0.5% | 808 | +0.9% | 0.16% | +19.7% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $377,000 | -3.8% | 2,630 | +0.5% | 0.16% | +15.7% |
| IEP | Sell | ICAHN ENTERPRISES LPdepositary unit | $376,000 | -3.8% | 7,561 | -7.0% | 0.16% | +15.8% |
| PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $366,000 | -22.0% | 21,578 | -14.8% | 0.16% | -6.0% |
| SDY | Buy | SPDR SER TRs&p divid etf | $360,000 | +18.0% | 3,226 | +25.7% | 0.15% | +41.3% |
| CRI | Sell | CARTERS INC | $354,000 | -24.5% | 5,400 | -18.8% | 0.15% | -9.0% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $350,000 | +3.2% | 7,375 | +3.9% | 0.15% | +24.0% |
| IUSB | Sell | ISHARES TRcore total usd | $340,000 | -27.8% | 7,632 | -24.1% | 0.15% | -13.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $338,000 | -63.1% | 2,068 | -59.9% | 0.14% | -55.5% |
| MBB | Sell | ISHARES TRmbs etf | $336,000 | -20.8% | 3,673 | -15.5% | 0.14% | -4.6% |
| Sell | EXCHANGE LISTED FDS TRcabana aggressiv | $324,000 | -30.3% | 17,411 | -28.9% | 0.14% | -16.3% | |
| WM | Sell | WASTE MGMT INC DEL | $314,000 | +1.3% | 1,959 | -3.4% | 0.14% | +22.7% |
| GOVT | Sell | ISHARES TRus treas bd etf | $313,000 | -26.9% | 13,747 | -23.3% | 0.13% | -11.8% |
| BX | Sell | BLACKSTONE INC | $312,000 | -17.0% | 3,732 | -9.5% | 0.13% | 0.0% |
| HD | Sell | HOME DEPOT INC | $307,000 | -23.8% | 1,114 | -24.2% | 0.13% | -7.7% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $307,000 | -20.7% | 8,413 | -9.4% | 0.13% | -4.3% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $302,000 | -48.3% | 1,872 | -41.4% | 0.13% | -38.0% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $297,000 | +46.3% | 4,136 | +46.9% | 0.13% | +76.4% |
| PDP | Sell | INVESCO EXCHANGE TRADED FD Tdwa momentum | $284,000 | -11.2% | 4,198 | -10.6% | 0.12% | +7.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $276,000 | -29.0% | 2,908 | -23.9% | 0.12% | -14.5% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $276,000 | -51.8% | 5,489 | -52.2% | 0.12% | -42.2% |
| SMLF | Sell | ISHARES TRmsci usa sml cp | $264,000 | -18.3% | 5,907 | -14.4% | 0.11% | -1.7% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $261,000 | -12.7% | 5,653 | 0.0% | 0.11% | +5.7% | |
| New | DIMENSIONAL ETF TRUSTshort duration f | $250,000 | – | 5,435 | +100.0% | 0.11% | – | |
| VLUE | Sell | ISHARES TRmsci usa value | $248,000 | -23.5% | 3,035 | -15.1% | 0.11% | -7.8% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $244,000 | -52.9% | 3,678 | -49.2% | 0.10% | -42.9% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $246,000 | -38.7% | 6,776 | -31.1% | 0.10% | -26.6% |
| GIS | Buy | GENERAL MLS INC | $241,000 | +1.7% | 3,148 | +0.1% | 0.10% | +22.6% |
| BRSP | BRIGHTSPIRE CAPITAL INC | $240,000 | -16.4% | 37,971 | 0.0% | 0.10% | +1.0% | |
| PFE | Sell | PFIZER INC | $238,000 | -39.0% | 5,436 | -26.9% | 0.10% | -26.6% |
| F | Sell | FORD MTR CO DEL | $234,000 | -1.3% | 20,923 | -1.9% | 0.10% | +19.0% |
| VHT | VANGUARD WORLD FDShealth car etf | $228,000 | -5.0% | 1,019 | 0.0% | 0.10% | +15.3% | |
| CVX | Buy | CHEVRON CORP NEW | $226,000 | 0.0% | 1,570 | +0.6% | 0.10% | +21.2% |
| MRK | Sell | MERCK & CO INC | $225,000 | -6.6% | 2,610 | -1.2% | 0.10% | +11.6% |
| HDV | Sell | ISHARES TRcore high dv etf | $222,000 | -42.8% | 2,430 | -37.2% | 0.10% | -31.2% |
| TIP | Sell | ISHARES TRtips bd etf | $222,000 | -11.9% | 2,112 | -4.6% | 0.10% | +5.6% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $219,000 | -2.2% | 820 | 0.0% | 0.09% | +17.5% | |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $218,000 | -3.5% | 2,417 | +0.7% | 0.09% | +16.2% |
| CSX | Sell | CSX CORP | $218,000 | -14.8% | 8,196 | -6.8% | 0.09% | +2.2% |
| DVY | ISHARES TRselect divid etf | $215,000 | -8.5% | 2,001 | 0.0% | 0.09% | +9.5% | |
| DLS | Buy | WISDOMTREE TRintl smcap div | $212,000 | -11.3% | 4,125 | +0.9% | 0.09% | +7.1% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $213,000 | -22.8% | 4,371 | -13.6% | 0.09% | -7.1% |
| CAT | Buy | CATERPILLAR INC | $207,000 | -7.2% | 1,259 | +0.7% | 0.09% | +12.7% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $208,000 | -19.7% | 4,543 | -9.5% | 0.09% | -3.3% |
| COP | Buy | CONOCOPHILLIPS | $207,000 | +15.0% | 2,024 | +1.2% | 0.09% | +39.1% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $206,000 | -17.9% | 829 | -15.3% | 0.09% | -1.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $203,000 | +1.0% | 402 | +2.6% | 0.09% | +20.8% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $204,000 | -27.1% | 4,150 | -29.1% | 0.09% | -13.0% |
| PEP | Buy | PEPSICO INC | $199,000 | -0.5% | 1,221 | +1.6% | 0.08% | +19.7% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $199,000 | -18.8% | 1,514 | -15.7% | 0.08% | -2.3% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $197,000 | -5.7% | 4,073 | -4.3% | 0.08% | +13.5% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $195,000 | -46.3% | 1,193 | -43.4% | 0.08% | -34.9% |
| NSC | Sell | NORFOLK SOUTHN CORP | $197,000 | -17.9% | 942 | -10.8% | 0.08% | -1.2% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $195,000 | -6.2% | 1,578 | +0.1% | 0.08% | +13.5% |
| AGNC | Sell | AGNC INVT CORP | $194,000 | -40.3% | 23,056 | -21.6% | 0.08% | -28.4% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $191,000 | -51.4% | 886 | -55.1% | 0.08% | -41.4% |
| PNFP | PINNACLE FINL PARTNERS INC | $190,000 | +11.8% | 2,347 | 0.0% | 0.08% | +32.8% | |
| DIS | Sell | DISNEY WALT CO | $189,000 | -17.5% | 2,003 | -17.5% | 0.08% | -1.2% |
| DE | Sell | DEERE & CO | $190,000 | -5.5% | 570 | -14.9% | 0.08% | +12.5% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $184,000 | -24.9% | 5,915 | -16.1% | 0.08% | -9.2% |
| IVW | ISHARES TRs&p 500 grwt etf | $182,000 | -3.7% | 3,140 | 0.0% | 0.08% | +16.4% | |
| SUI | Sell | SUN CMNTYS INC | $179,000 | -30.9% | 1,325 | -18.5% | 0.08% | -16.3% |
| CVS | Sell | CVS HEALTH CORP | $174,000 | -15.5% | 1,823 | -18.0% | 0.08% | +2.7% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $176,000 | -41.9% | 2,464 | -38.8% | 0.08% | -30.6% |
| D | Sell | DOMINION ENERGY INC | $174,000 | -37.9% | 2,515 | -28.3% | 0.08% | -25.0% |
| STWD | Buy | STARWOOD PPTY TR INC | $175,000 | -5.4% | 9,578 | +7.9% | 0.08% | +13.6% |
| ABBV | ABBVIE INC | $175,000 | -12.5% | 1,305 | 0.0% | 0.08% | +5.6% | |
| PSL | Buy | INVESCO EXCHANGE TRADED FD Tdwa staples | $173,000 | -4.4% | 2,318 | +0.8% | 0.07% | +15.6% |
| DGRO | Buy | ISHARES TRcore div grwth | $170,000 | +4.3% | 3,830 | +11.7% | 0.07% | +25.9% |
| EFV | Sell | ISHARES TReafe value etf | $170,000 | -24.4% | 4,407 | -15.0% | 0.07% | -8.8% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $169,000 | +22.5% | 1,394 | +29.1% | 0.07% | +46.9% |
| DG | DOLLAR GEN CORP NEW | $169,000 | -2.3% | 705 | 0.0% | 0.07% | +16.1% | |
| IRM | Sell | IRON MTN INC DEL | $165,000 | -30.7% | 3,746 | -23.3% | 0.07% | -16.5% |
| MO | ALTRIA GROUP INC | $163,000 | -3.0% | 4,033 | 0.0% | 0.07% | +16.7% | |
| MCD | Sell | MCDONALDS CORP | $163,000 | -30.6% | 708 | -25.5% | 0.07% | -16.7% |
| NVDA | Sell | NVIDIA CORPORATION | $160,000 | -50.2% | 1,321 | -37.7% | 0.07% | -39.5% |
| ABT | Buy | ABBOTT LABS | $155,000 | -9.9% | 1,606 | +1.7% | 0.07% | +8.2% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $155,000 | -9.4% | 1,798 | +0.8% | 0.07% | +8.2% |
| WISDOMTREE TRfloatng rat trea | $155,000 | 0.0% | 3,084 | 0.0% | 0.07% | +20.0% | ||
| HYEM | VANECK ETF TRUSTemerging mrkt hi | $155,000 | -4.9% | 9,183 | 0.0% | 0.07% | +13.8% | |
| BIIB | Sell | BIOGEN INC | $151,000 | +11.0% | 567 | -15.0% | 0.06% | +35.4% |
| SOXX | ISHARES TRishares semicdtr | $149,000 | -9.1% | 469 | 0.0% | 0.06% | +10.3% | |
| LHCG | LHC GROUP INC | $150,000 | +4.9% | 915 | 0.0% | 0.06% | +25.5% | |
| MMM | 3M CO | $149,000 | -14.4% | 1,344 | 0.0% | 0.06% | +3.2% | |
| PMT | Sell | PENNYMAC MTG INVT TR | $149,000 | -22.8% | 12,677 | -9.3% | 0.06% | -7.2% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $146,000 | +47.5% | 1,969 | +51.3% | 0.06% | +80.0% |
| Buy | GENERAL ELECTRIC CO | $147,000 | +0.7% | 2,376 | +3.8% | 0.06% | +21.2% | |
| New | ANNALY CAPITAL MANAGEMENT IN | $145,000 | – | 8,423 | +100.0% | 0.06% | – | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $143,000 | -3.4% | 1,206 | +3.5% | 0.06% | +15.1% |
| IBB | ISHARES TRishares biotech | $140,000 | -0.7% | 1,200 | 0.0% | 0.06% | +20.0% | |
| SBUX | Buy | STARBUCKS CORP | $135,000 | +221.4% | 1,597 | +191.4% | 0.06% | +286.7% |
| SUSC | Sell | ISHARES TResg awre usd etf | $132,000 | -12.6% | 6,039 | -7.1% | 0.06% | +5.6% |
| BLK | Buy | BLACKROCK INC | $133,000 | -8.9% | 242 | +1.3% | 0.06% | +9.6% |
| NYMT | Buy | NEW YORK MTG TR INC | $133,000 | -10.1% | 56,765 | +5.6% | 0.06% | +7.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $128,000 | -11.1% | 1,013 | +1.2% | 0.06% | +7.8% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $127,000 | +25.7% | 1,455 | +33.2% | 0.05% | +50.0% |
| DFAU | New | DIMENSIONAL ETF TRUSTus core eqt mkt | $127,000 | – | 5,042 | +100.0% | 0.05% | – |
| XVV | Sell | ISHARES TResg scrnd s&p500 | $124,000 | -7.5% | 4,630 | -1.9% | 0.05% | +10.4% |
| AEE | Buy | AMEREN CORP | $123,000 | -10.9% | 1,528 | +0.2% | 0.05% | +8.2% |
| UBS | UBS GROUP AG | $124,000 | -10.1% | 8,528 | 0.0% | 0.05% | +8.2% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $122,000 | -36.1% | 430 | -28.9% | 0.05% | -23.5% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $122,000 | +713.3% | 173 | +652.2% | 0.05% | +940.0% |
| BP | Buy | BP PLCsponsored adr | $122,000 | +1.7% | 4,271 | +1.2% | 0.05% | +20.9% |
| VPU | VANGUARD WORLD FDSutilities etf | $116,000 | -7.2% | 818 | 0.0% | 0.05% | +13.6% | |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $117,000 | -25.9% | 3,287 | -15.0% | 0.05% | -10.7% |
| LNG | New | CHENIERE ENERGY INC | $116,000 | – | 700 | +100.0% | 0.05% | – |
| NFLX | NETFLIX INC | $116,000 | +34.9% | 494 | 0.0% | 0.05% | +61.3% | |
| IAU | Sell | ISHARES GOLD TRishares new | $117,000 | -18.8% | 3,699 | -11.8% | 0.05% | -2.0% |
| EFG | Sell | ISHARES TReafe grwth etf | $117,000 | -23.0% | 1,610 | -14.7% | 0.05% | -7.4% |
| CWB | SPDR SER TRbbg conv sec etf | $114,000 | -1.7% | 1,800 | 0.0% | 0.05% | +19.5% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $114,000 | +23.9% | 845 | +32.0% | 0.05% | +48.5% |
| TDSD | Sell | EXCHANGE LISTED FDS TRcabana target 13 | $114,000 | -67.5% | 5,226 | -67.2% | 0.05% | -60.8% |
| Sell | MFA FINL INC | $114,000 | -39.4% | 14,659 | -16.3% | 0.05% | -26.9% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $112,000 | -11.8% | 2,000 | 0.0% | 0.05% | +6.7% | |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $113,000 | -15.0% | 1,574 | -5.4% | 0.05% | +2.1% |
| FALN | Sell | ISHARES TRfaln angls usd | $113,000 | -23.1% | 4,737 | -20.4% | 0.05% | -7.7% |
| VFH | VANGUARD WORLD FDSfinancials etf | $111,000 | -3.5% | 1,486 | 0.0% | 0.05% | +17.1% | |
| MUSA | New | MURPHY USA INC | $110,000 | – | 400 | +100.0% | 0.05% | – |
| LPLA | New | LPL FINL HLDGS INC | $109,000 | – | 500 | +100.0% | 0.05% | – |
| PSEC | Sell | PROSPECT CAP CORP | $108,000 | -35.3% | 17,433 | -26.9% | 0.05% | -22.0% |
| IYK | ISHARES TRus consm staples | $108,000 | -7.7% | 600 | 0.0% | 0.05% | +9.5% | |
| URI | Buy | UNITED RENTALS INC | $108,000 | +120.4% | 400 | +100.0% | 0.05% | +170.6% |
| ALB | ALBEMARLE CORP | $106,000 | +26.2% | 400 | 0.0% | 0.04% | +50.0% | |
| FDX | Sell | FEDEX CORP | $105,000 | -42.9% | 710 | -12.3% | 0.04% | -30.8% |
| VTR | Sell | VENTAS INC | $106,000 | -47.0% | 2,637 | -32.1% | 0.04% | -36.6% |
| PDCO | Buy | PATTERSON COS INC | $105,000 | -20.5% | 4,353 | +0.2% | 0.04% | -4.3% |
| VTWV | VANGUARD SCOTTSDALE FDSvng rus2000val | $103,000 | -5.5% | 911 | 0.0% | 0.04% | +12.8% | |
| PWR | New | QUANTA SVCS INC | $102,000 | – | 800 | +100.0% | 0.04% | – |
| OHI | OMEGA HEALTHCARE INVS INC | $102,000 | +4.1% | 3,462 | 0.0% | 0.04% | +25.7% | |
| QQEW | Sell | FIRST TR NAS100 EQ WEIGHTED | $100,000 | -36.3% | 1,201 | -33.3% | 0.04% | -23.2% |
| TFLO | ISHARES TRtrs flt rt bd | $100,000 | 0.0% | 1,988 | 0.0% | 0.04% | +19.4% | |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $99,000 | -6.6% | 2,400 | 0.0% | 0.04% | +10.5% | |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $98,000 | -42.0% | 746 | -40.1% | 0.04% | -30.0% |
| RGCO | RGC RES INC | $97,000 | +10.2% | 4,600 | 0.0% | 0.04% | +35.5% | |
| ES | Buy | EVERSOURCE ENERGY | $98,000 | -6.7% | 1,255 | +0.7% | 0.04% | +13.5% |
| CTVA | Sell | CORTEVA INC | $99,000 | -38.5% | 1,731 | -41.6% | 0.04% | -26.3% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $95,000 | -24.0% | 1,319 | -24.8% | 0.04% | -6.8% |
| FLJP | FRANKLIN TEMPLETON ETF TRftse japan etf | $96,000 | -6.8% | 4,410 | 0.0% | 0.04% | +10.8% | |
| IWD | Sell | ISHARES TRrus 1000 val etf | $95,000 | -26.9% | 700 | -22.2% | 0.04% | -10.9% |
| VONE | Buy | VANGUARD SCOTTSDALE FDSvng rus1000idx | $96,000 | -4.0% | 586 | +0.2% | 0.04% | +13.9% |
| ITA | Buy | ISHARES TRus aer def etf | $93,000 | +2.2% | 1,016 | +11.2% | 0.04% | +25.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $92,000 | -8.9% | 556 | -7.0% | 0.04% | +8.3% |
| PBT | PERMIAN BASIN RTY TRunit ben int | $90,000 | -1.1% | 5,500 | 0.0% | 0.04% | +21.9% | |
| XBI | SPDR SER TRs&p biotech | $91,000 | +7.1% | 1,150 | 0.0% | 0.04% | +30.0% | |
| ABCB | AMERIS BANCORP | $89,000 | +11.2% | 2,000 | 0.0% | 0.04% | +35.7% | |
| CROX | Sell | CROCS INC | $89,000 | -12.7% | 1,300 | -38.1% | 0.04% | +5.6% |
| FPX | Sell | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $89,000 | -22.6% | 1,100 | -21.4% | 0.04% | -7.3% |
| RC | Sell | READY CAPITAL CORP | $88,000 | -22.1% | 8,716 | -8.0% | 0.04% | -5.0% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $89,000 | -44.7% | 700 | -41.7% | 0.04% | -33.3% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $86,000 | -42.7% | 1,945 | -35.3% | 0.04% | -30.2% |
| WFC | Buy | WELLS FARGO CO NEW | $87,000 | +200.0% | 2,167 | +192.0% | 0.04% | +270.0% |
| GLD | SPDR GOLD TR | $85,000 | -8.6% | 552 | 0.0% | 0.04% | +9.1% | |
| EMGF | Sell | ISHARES INCmsci emerg mkt | $84,000 | -24.3% | 2,186 | -15.3% | 0.04% | -10.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $83,000 | -23.1% | 2,828 | +3.2% | 0.04% | -5.3% |
| MRO | Buy | MARATHON OIL CORP | $81,000 | +72.3% | 3,600 | +71.4% | 0.04% | +105.9% |
| KRE | Sell | SPDR SER TRs&p regl bkg | $82,000 | -25.5% | 1,400 | -26.3% | 0.04% | -10.3% |
| EFA | ISHARES TRmsci eafe etf | $81,000 | -10.0% | 1,439 | 0.0% | 0.04% | +9.4% | |
| EVRG | EVERGY INC | $81,000 | -9.0% | 1,364 | 0.0% | 0.04% | +9.4% | |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $80,000 | -8.0% | 1,183 | +0.5% | 0.03% | +9.7% |
| MCHI | ISHARES TRmsci china etf | $79,000 | -23.3% | 1,853 | 0.0% | 0.03% | -8.1% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $80,000 | -11.1% | 6,877 | 0.0% | 0.03% | +6.2% | |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $78,000 | -32.2% | 1,800 | -28.0% | 0.03% | -19.5% |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $77,000 | -11.5% | 3,444 | 0.0% | 0.03% | +6.5% | |
| GM | Sell | GENERAL MTRS CO | $77,000 | -9.4% | 2,385 | -11.0% | 0.03% | +10.0% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $76,000 | -12.6% | 958 | -6.2% | 0.03% | +6.5% |
| KXI | ISHARES TRglb cnsm stp etf | $76,000 | -7.3% | 1,412 | 0.0% | 0.03% | +13.8% | |
| TDSE | EXCHANGE LISTED FDS TRcabana target 16 | $77,000 | 0.0% | 3,393 | 0.0% | 0.03% | +22.2% | |
| VAW | VANGUARD WORLD FDSmaterials etf | $78,000 | -8.2% | 528 | 0.0% | 0.03% | +10.0% | |
| MS | MORGAN STANLEY | $77,000 | +4.1% | 978 | 0.0% | 0.03% | +26.9% | |
| PAYX | Sell | PAYCHEX INC | $76,000 | -14.6% | 678 | -12.9% | 0.03% | +3.1% |
| DRE | DUKE REALTY CORP | $77,000 | -12.5% | 1,600 | 0.0% | 0.03% | +6.5% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $75,000 | +141.9% | 1,776 | +149.8% | 0.03% | +190.9% |
| HEP | Buy | HOLLY ENERGY PARTNERS L P | $75,000 | +25.0% | 4,555 | +21.3% | 0.03% | +52.4% |
| NQP | NUVEEN PENNSYLVANIA QLT MUN | $74,000 | -10.8% | 6,791 | 0.0% | 0.03% | +6.7% | |
| WCC | Buy | WESCO INTL INC | $72,000 | +67.4% | 600 | +50.0% | 0.03% | +106.7% |
| OGE | Sell | OGE ENERGY CORP | $69,000 | -11.5% | 1,900 | -6.2% | 0.03% | +7.1% |
| ICF | Sell | ISHARES TRcohen steer reit | $71,000 | -24.5% | 1,327 | -14.7% | 0.03% | -9.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $71,000 | +12.7% | 316 | +5.3% | 0.03% | +36.4% |
| Sell | WARNER BROS DISCOVERY INC | $69,000 | -24.2% | 6,013 | -11.4% | 0.03% | -6.2% | |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $68,000 | +4.6% | 1,033 | +11.0% | 0.03% | +26.1% |
| CPK | CHESAPEAKE UTILS CORP | $66,000 | -10.8% | 575 | 0.0% | 0.03% | +7.7% | |
| AJG | GALLAGHER ARTHUR J & CO | $66,000 | +4.8% | 386 | 0.0% | 0.03% | +27.3% | |
| SYY | SYSCO CORP | $66,000 | -16.5% | 933 | 0.0% | 0.03% | 0.0% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $66,000 | -4.3% | 172 | +7.5% | 0.03% | +12.0% |
| HYS | PIMCO ETF TR0-5 high yield | $66,000 | 0.0% | 750 | 0.0% | 0.03% | +21.7% | |
| MSA | MSA SAFETY INC | $66,000 | -9.6% | 600 | 0.0% | 0.03% | +7.7% | |
| PAYC | PAYCOM SOFTWARE INC | $66,000 | +17.9% | 200 | 0.0% | 0.03% | +40.0% | |
| WAB | Buy | WABTEC | $62,000 | 0.0% | 763 | +0.4% | 0.03% | +22.7% |
| PSX | Sell | PHILLIPS 66 | $64,000 | -17.9% | 795 | -16.7% | 0.03% | -3.6% |
| CP | CANADIAN PAC RY LTD | $63,000 | -4.5% | 950 | 0.0% | 0.03% | +17.4% | |
| VRSK | VERISK ANALYTICS INC | $64,000 | -1.5% | 378 | 0.0% | 0.03% | +17.4% | |
| APOLLO GLOBAL MGMT INC | $63,000 | -3.1% | 1,350 | 0.0% | 0.03% | +17.4% | ||
| SLV | Sell | ISHARES SILVER TRishares | $63,000 | -17.1% | 3,602 | -12.2% | 0.03% | 0.0% |
| BWXT | BWX TECHNOLOGIES INC | $60,000 | -9.1% | 1,190 | 0.0% | 0.03% | +13.0% | |
| WFCPRL | WELLS FARGO CO NEWperp pfd cnv a | $60,000 | -1.6% | 50 | 0.0% | 0.03% | +18.2% | |
| XYL | XYLEM INC | $61,000 | +10.9% | 700 | 0.0% | 0.03% | +30.0% | |
| XAR | SPDR SER TRaerospace def | $60,000 | -7.7% | 650 | 0.0% | 0.03% | +13.0% | |
| HON | Sell | HONEYWELL INTL INC | $60,000 | -31.0% | 362 | -27.6% | 0.03% | -16.1% |
| ULTA | Sell | ULTA BEAUTY INC | $59,000 | -56.0% | 147 | -57.6% | 0.02% | -47.9% |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $58,000 | 0.0% | 3,833 | 0.0% | 0.02% | +19.0% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $58,000 | -48.7% | 209 | -32.4% | 0.02% | -37.5% |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $58,000 | -1.7% | 402 | +0.5% | 0.02% | +19.0% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $59,000 | -9.2% | 1,221 | -6.5% | 0.02% | +8.7% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $59,000 | -22.4% | 652 | -18.6% | 0.02% | -7.4% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $59,000 | -37.2% | 720 | -27.3% | 0.02% | -24.2% |
| CSCO | Buy | CISCO SYS INC | $58,000 | 0.0% | 1,454 | +7.0% | 0.02% | +19.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $56,000 | -1.8% | 216 | +4.9% | 0.02% | +20.0% |
| CBRL | CRACKER BARREL OLD CTRY STOR | $56,000 | +12.0% | 600 | 0.0% | 0.02% | +33.3% | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $56,000 | +1.8% | 309 | +3.0% | 0.02% | +20.0% |
| IIPR | Sell | INNOVATIVE INDL PPTYS INC | $57,000 | -28.8% | 639 | -11.7% | 0.02% | -14.3% |
| WIL | BARCLAYS BANK PLCipath wmn ldrshp | $55,000 | -6.8% | 700 | 0.0% | 0.02% | +14.3% | |
| FRANKLIN BSP RLTY TR INC | $53,000 | -20.9% | 4,959 | 0.0% | 0.02% | -4.2% | ||
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $53,000 | +47.2% | 419 | +47.0% | 0.02% | +76.9% |
| AY | Sell | ATLANTICA SUSTAINABLE INFR P | $53,000 | -23.2% | 2,025 | -5.2% | 0.02% | -8.0% |
| IQLT | ISHARES TRmsci intl qualty | $53,000 | -10.2% | 1,921 | 0.0% | 0.02% | +9.5% | |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $53,000 | -29.3% | 1,744 | -26.7% | 0.02% | -14.8% |
| PSJ | INVESCO EXCHANGE TRADED FD Tdynmc software | $53,000 | -3.6% | 600 | 0.0% | 0.02% | +15.0% | |
| DQ | New | DAQO NEW ENERGY CORPspnsrd ads new | $53,000 | – | 1,000 | +100.0% | 0.02% | – |
| QRVO | QORVO INC | $52,000 | -14.8% | 649 | 0.0% | 0.02% | 0.0% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $51,000 | -89.8% | 100 | -89.2% | 0.02% | -87.6% |
| SCHR | New | SCHWAB STRATEGIC TRint-trm u.s tres | $51,000 | – | 1,029 | +100.0% | 0.02% | – |
| FLO | FLOWERS FOODS INC | $50,000 | -5.7% | 2,019 | 0.0% | 0.02% | +10.5% | |
| PANW | Buy | PALO ALTO NETWORKS INC | $49,000 | 0.0% | 300 | +200.0% | 0.02% | +23.5% |
| HSBC | HSBC HLDGS PLCspon adr new | $49,000 | -21.0% | 1,885 | 0.0% | 0.02% | -4.5% | |
| SOCL | Sell | GLOBAL X FDSsocial med etf | $50,000 | -54.1% | 1,800 | -45.5% | 0.02% | -46.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $49,000 | -7.5% | 274 | -2.1% | 0.02% | +10.5% |
| MSI | MOTOROLA SOLUTIONS INC | $49,000 | +6.5% | 219 | 0.0% | 0.02% | +31.2% | |
| MOS | MOSAIC CO NEW | $48,000 | +2.1% | 1,000 | 0.0% | 0.02% | +23.5% | |
| FFTY | Sell | INNOVATOR ETFS TRibd 50 etf | $46,000 | -33.3% | 1,880 | -27.1% | 0.02% | -20.0% |
| SHLX | Sell | SHELL MIDSTREAM PARTNERS L Punit ltd int | $47,000 | -32.9% | 3,000 | -40.0% | 0.02% | -20.0% |
| CNQ | Sell | CANADIAN NAT RES LTD | $47,000 | -47.2% | 1,000 | -39.4% | 0.02% | -37.5% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $44,000 | -8.3% | 4,118 | +1.3% | 0.02% | +11.8% |
| NNN | NATIONAL RETAIL PROPERTIES I | $42,000 | -8.7% | 1,065 | 0.0% | 0.02% | +12.5% | |
| IGLB | Sell | ISHARES TR10+ yr invst grd | $41,000 | -29.3% | 855 | -20.9% | 0.02% | -14.3% |
| VKQ | INVESCO MUNICIPAL TRUST | $41,000 | -10.9% | 4,513 | 0.0% | 0.02% | +12.5% | |
| WTRG | ESSENTIAL UTILS INC | $41,000 | -10.9% | 1,000 | 0.0% | 0.02% | +12.5% | |
| KKR | KKR & CO INC | $43,000 | -6.5% | 1,000 | 0.0% | 0.02% | +12.5% | |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $42,000 | -6.7% | 202 | +7.4% | 0.02% | +12.5% |
| OXY | Sell | OCCIDENTAL PETE CORP | $41,000 | -58.6% | 674 | -59.7% | 0.02% | -48.6% |
| VOX | Sell | VANGUARD WORLD FDS | $42,000 | -22.2% | 515 | -11.1% | 0.02% | -5.3% |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $42,000 | -38.2% | 282 | -36.5% | 0.02% | -25.0% |
| JD | Sell | JD.COM INCspon adr cl a | $40,000 | -24.5% | 800 | -3.0% | 0.02% | -10.5% |
| CLX | CLOROX CO DEL | $39,000 | -7.1% | 300 | 0.0% | 0.02% | +13.3% | |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $39,000 | +14.7% | 1,404 | 0.0% | 0.02% | +41.7% | |
| DRI | DARDEN RESTAURANTS INC | $40,000 | +11.1% | 316 | 0.0% | 0.02% | +30.8% | |
| EMCB | Sell | WISDOMTREE TRwsdm emktbd fd | $39,000 | -13.3% | 655 | -12.0% | 0.02% | +6.2% |
| SDOG | ALPS ETF TRsectr div dogs | $39,000 | -9.3% | 868 | 0.0% | 0.02% | +13.3% | |
| MPW | MEDICAL PPTYS TRUST INC | $39,000 | -22.0% | 3,300 | 0.0% | 0.02% | -5.6% | |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $39,000 | -18.8% | 881 | -14.6% | 0.02% | 0.0% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $40,000 | -23.1% | 482 | -18.3% | 0.02% | -10.5% |
| CB | Buy | CHUBB LIMITED | $39,000 | +2.6% | 215 | +12.0% | 0.02% | +21.4% |
| SHELL PLCspon ads | $38,000 | -5.0% | 771 | 0.0% | 0.02% | +14.3% | ||
| VOOV | Sell | VANGUARD ADMIRAL FDS INC500 val idx fd | $37,000 | -35.1% | 298 | -30.7% | 0.02% | -20.0% |
| MDYV | SPDR SER TRs&p 400 mdcp val | $38,000 | -5.0% | 665 | 0.0% | 0.02% | +14.3% | |
| FFC | FLAHERTY & CRUMRINE PFD SECS | $37,000 | -11.9% | 2,500 | 0.0% | 0.02% | +6.7% | |
| LLY | Sell | LILLY ELI & CO | $38,000 | -62.7% | 116 | -63.3% | 0.02% | -55.6% |
| TER | TERADYNE INC | $38,000 | -15.6% | 500 | 0.0% | 0.02% | 0.0% | |
| JBSS | Buy | SANFILIPPO JOHN B & SON INC | $38,000 | +171.4% | 500 | +150.0% | 0.02% | +220.0% |
| EWT | ISHARES INCmsci taiwan etf | $34,000 | -12.8% | 778 | 0.0% | 0.02% | +7.1% | |
| SHOP | Sell | SHOPIFY INCcl a | $36,000 | -25.0% | 1,349 | -13.0% | 0.02% | -11.8% |
| ARI | Sell | APOLLO COML REAL EST FIN INC | $36,000 | -47.8% | 4,300 | -34.8% | 0.02% | -40.0% |
| IDA | IDACORP INC | $35,000 | -5.4% | 350 | 0.0% | 0.02% | +15.4% | |
| IYC | ISHARES TRus consum discre | $35,000 | +2.9% | 600 | 0.0% | 0.02% | +25.0% | |
| GLW | CORNING INC | $36,000 | -7.7% | 1,241 | 0.0% | 0.02% | +7.1% | |
| LNT | ALLIANT ENERGY CORP | $34,000 | -10.5% | 650 | 0.0% | 0.02% | +7.1% | |
| ACRE | ARES COML REAL ESTATE CORP | $36,000 | -14.3% | 3,400 | 0.0% | 0.02% | 0.0% | |
| HUM | HUMANA INC | $36,000 | +2.9% | 75 | 0.0% | 0.02% | +25.0% | |
| ET | ENERGY TRANSFER L P | $34,000 | +9.7% | 3,092 | 0.0% | 0.02% | +36.4% | |
| MUR | MURPHY OIL CORP | $35,000 | +16.7% | 1,000 | 0.0% | 0.02% | +36.4% | |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $36,000 | +12.5% | 1,100 | +22.2% | 0.02% | +36.4% |
| ICLN | ISHARES TRgl clean ene etf | $34,000 | +3.0% | 1,756 | 0.0% | 0.02% | +25.0% | |
| IDU | ISHARES TRu.s. utilits etf | $32,000 | -5.9% | 400 | 0.0% | 0.01% | +16.7% | |
| ADI | Buy | ANALOG DEVICES INC | $32,000 | 0.0% | 228 | +4.1% | 0.01% | +27.3% |
| DTE | DTE ENERGY CO | $32,000 | -8.6% | 275 | 0.0% | 0.01% | +16.7% | |
| SAP | Sell | SAP SEspon adr | $33,000 | -28.3% | 404 | -20.3% | 0.01% | -12.5% |
| New | HEALTHCARE RLTY TR | $33,000 | – | 1,600 | +100.0% | 0.01% | – | |
| VWOB | Sell | VANGUARD WHITEHALL FDSem mk gov bd etf | $32,000 | -30.4% | 549 | -26.9% | 0.01% | -12.5% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $32,000 | -3.0% | 2,692 | +1.4% | 0.01% | +16.7% |
| LRCX | LAM RESEARCH CORP | $33,000 | -13.2% | 90 | 0.0% | 0.01% | 0.0% | |
| FE | FIRSTENERGY CORP | $33,000 | -2.9% | 897 | 0.0% | 0.01% | +16.7% | |
| ARCC | ARES CAPITAL CORP | $32,000 | -5.9% | 1,885 | 0.0% | 0.01% | +16.7% | |
| GSL | GLOBAL SHIP LEASE INC NEW | $32,000 | -3.0% | 2,000 | 0.0% | 0.01% | +16.7% | |
| GTNA | GRAY TELEVISION INCcl a | $30,000 | -16.7% | 2,296 | 0.0% | 0.01% | 0.0% | |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $31,000 | -20.5% | 550 | -10.6% | 0.01% | -7.1% |
| FIZZ | NATIONAL BEVERAGE CORP | $31,000 | -20.5% | 800 | 0.0% | 0.01% | -7.1% | |
| MDLZ | MONDELEZ INTL INCcl a | $31,000 | -11.4% | 557 | 0.0% | 0.01% | +8.3% | |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $31,000 | -6.1% | 495 | +0.4% | 0.01% | +8.3% |
| IBND | Sell | SPDR SER TRbloomberg intl | $30,000 | -18.9% | 1,190 | -10.3% | 0.01% | 0.0% |
| CTLT | Sell | CATALENT INC | $30,000 | -47.4% | 410 | -22.9% | 0.01% | -35.0% |
| SBCF | SEACOAST BKG CORP FLA | $30,000 | -9.1% | 1,000 | 0.0% | 0.01% | +8.3% | |
| OSPN | Buy | ONESPAN INC | $30,000 | -9.1% | 3,433 | +25.6% | 0.01% | +8.3% |
| PSCH | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $30,000 | -3.2% | 225 | 0.0% | 0.01% | +18.2% | |
| KMB | Buy | KIMBERLY-CLARK CORP | $31,000 | -13.9% | 277 | +3.0% | 0.01% | 0.0% |
| KLAC | KLA CORP | $30,000 | -6.2% | 100 | 0.0% | 0.01% | +18.2% | |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $28,000 | +833.3% | 344 | +681.8% | 0.01% | +1100.0% |
| VRTX | VERTEX PHARMACEUTICALS INC | $29,000 | +3.6% | 100 | 0.0% | 0.01% | +20.0% | |
| BCAT | New | BLACKROCK CAP ALLOCATION TR | $29,000 | – | 2,143 | +100.0% | 0.01% | – |
| TMUS | T-MOBILE US INC | $27,000 | 0.0% | 200 | 0.0% | 0.01% | +20.0% | |
| AGG | ISHARES TRcore us aggbd et | $27,000 | -6.9% | 282 | 0.0% | 0.01% | +20.0% | |
| DALT | Sell | TWO RDS SHARED TRanfield diversif | $27,000 | -12.9% | 3,326 | -5.1% | 0.01% | +9.1% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $29,000 | +70.6% | 352 | +81.4% | 0.01% | +100.0% |
| DNP | DNP SELECT INCOME FD INC | $27,000 | -3.6% | 2,576 | 0.0% | 0.01% | +20.0% | |
| PXD | PIONEER NAT RES CO | $27,000 | -3.6% | 125 | 0.0% | 0.01% | +20.0% | |
| OEF | ISHARES TRs&p 100 etf | $29,000 | -6.5% | 178 | 0.0% | 0.01% | +9.1% | |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $27,000 | -10.0% | 209 | +4.5% | 0.01% | +9.1% |
| DFS | DISCOVER FINL SVCS | $27,000 | -3.6% | 300 | 0.0% | 0.01% | +20.0% | |
| MSB | MESABI TRctf ben int | $28,000 | -12.5% | 1,300 | 0.0% | 0.01% | +9.1% | |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $28,000 | 0.0% | 457 | 0.0% | 0.01% | +20.0% | |
| BAX | Sell | BAXTER INTL INC | $27,000 | -53.4% | 500 | -44.4% | 0.01% | -42.9% |
| EXC | EXELON CORP | $26,000 | -18.8% | 700 | 0.0% | 0.01% | 0.0% | |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $25,000 | -13.8% | 1,016 | -7.0% | 0.01% | +10.0% |
| DIN | DINE BRANDS GLOBAL INC | $25,000 | -3.8% | 400 | 0.0% | 0.01% | +22.2% | |
| GUSH | DIREXION SHS ETF TRoil gas bl 2x sh | $26,000 | +4.0% | 200 | 0.0% | 0.01% | +22.2% | |
| JNK | SPDR SER TRbloomberg high y | $25,000 | -3.8% | 287 | 0.0% | 0.01% | +22.2% | |
| JEPI | J P MORGAN EXCHANGE TRADED Fequity premium | $26,000 | -7.1% | 500 | 0.0% | 0.01% | +10.0% | |
| NRP | NATURAL RESOURCE PARTNERS L | $26,000 | +18.2% | 587 | 0.0% | 0.01% | +37.5% | |
| UAN | Sell | CVR PARTNERS LP | $26,000 | -25.7% | 230 | -34.3% | 0.01% | -8.3% |
| BSTZ | New | BLACKROCK SCIENCE & TECHNOLO | $26,000 | – | 1,468 | +100.0% | 0.01% | – |
| JPI | New | NUVEEN PFD & INCOME TERM FD | $26,000 | – | 1,412 | +100.0% | 0.01% | – |
| BDX | Buy | BECTON DICKINSON & CO | $24,000 | -4.0% | 106 | +6.0% | 0.01% | +11.1% |
| TJX | TJX COS INC NEW | $23,000 | +9.5% | 375 | 0.0% | 0.01% | +42.9% | |
| CME | CME GROUP INC | $23,000 | -14.8% | 130 | 0.0% | 0.01% | 0.0% | |
| VEGI | New | ISHARES INCglb agric pr etf | $23,000 | – | 600 | +100.0% | 0.01% | – |
| PM | Sell | PHILIP MORRIS INTL INC | $24,000 | -58.6% | 285 | -51.3% | 0.01% | -52.4% |
| PTH | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $24,000 | +4.3% | 200 | 0.0% | 0.01% | +25.0% | |
| IWN | ISHARES TRrus 2000 val etf | $23,000 | -4.2% | 176 | 0.0% | 0.01% | +11.1% | |
| EWY | ISHARES INCmsci sth kor etf | $23,000 | -17.9% | 478 | 0.0% | 0.01% | 0.0% | |
| LNC | Sell | LINCOLN NATL CORP IND | $24,000 | -53.8% | 553 | -50.0% | 0.01% | -47.4% |
| RZV | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $23,000 | -8.0% | 300 | 0.0% | 0.01% | +11.1% | |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $24,000 | -33.3% | 255 | -26.3% | 0.01% | -23.1% |
| NPV | New | NUVEEN VIRGINIA QLTY MUNCPL | $23,000 | – | 1,834 | +100.0% | 0.01% | – |
| CAPITAL GROUP GROWTH ETF | $20,000 | 0.0% | 1,000 | 0.0% | 0.01% | +28.6% | ||
| DOW | Sell | DOW INC | $22,000 | -48.8% | 500 | -40.2% | 0.01% | -40.0% |
| WELL | Buy | WELLTOWER INC | $20,000 | +66.7% | 313 | +123.6% | 0.01% | +125.0% |
| AMRC | AMERESCO INCcl a | $20,000 | +42.9% | 300 | 0.0% | 0.01% | +80.0% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $20,000 | -4.8% | 220 | 0.0% | 0.01% | +28.6% | |
| DIVO | AMPLIFY ETF TRcwp enhanced div | $22,000 | -4.3% | 700 | 0.0% | 0.01% | +12.5% | |
| EMR | EMERSON ELEC CO | $22,000 | -8.3% | 300 | 0.0% | 0.01% | 0.0% | |
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $22,000 | -12.0% | 430 | 0.0% | 0.01% | 0.0% | |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $22,000 | +120.0% | 522 | +124.0% | 0.01% | +125.0% |
| GEO | GEO GROUP INC NEW | $22,000 | +22.2% | 2,800 | 0.0% | 0.01% | +50.0% | |
| ED | CONSOLIDATED EDISON INC | $20,000 | -9.1% | 234 | 0.0% | 0.01% | +12.5% | |
| LMND | LEMONADE INC | $21,000 | +16.7% | 1,000 | 0.0% | 0.01% | +50.0% | |
| TDC | TERADATA CORP DEL | $22,000 | -15.4% | 700 | 0.0% | 0.01% | 0.0% | |
| SPGP | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $22,000 | -8.3% | 300 | 0.0% | 0.01% | 0.0% | |
| JHAA | New | NUVEEN CORPORATE INCOME 2023 | $22,000 | – | 2,395 | +100.0% | 0.01% | – |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $22,000 | -21.4% | 612 | -11.2% | 0.01% | -10.0% |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $21,000 | -12.5% | 2,044 | 0.0% | 0.01% | 0.0% | |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $21,000 | -25.0% | 886 | -12.8% | 0.01% | -10.0% |
| IGHG | PROSHARES TRinvt int rt hg | $19,000 | 0.0% | 274 | 0.0% | 0.01% | +14.3% | |
| OBELF | OBSIDIAN ENERGY LTD | $19,000 | -9.5% | 2,669 | 0.0% | 0.01% | +14.3% | |
| KDP | KEURIG DR PEPPER INC | $19,000 | 0.0% | 524 | 0.0% | 0.01% | +14.3% | |
| GAB | GABELLI EQUITY TR INC | $18,000 | -10.0% | 3,299 | 0.0% | 0.01% | +14.3% | |
| BHK | BLACKROCK CORE BD TR | $18,000 | -14.3% | 1,826 | 0.0% | 0.01% | +14.3% | |
| TEL | Sell | TE CONNECTIVITY LTD | $19,000 | -36.7% | 174 | -35.1% | 0.01% | -27.3% |
| MELI | New | MERCADOLIBRE INC | $19,000 | – | 23 | +100.0% | 0.01% | – |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $19,000 | – | 324 | +100.0% | 0.01% | – |
| XLC | Buy | SELECT SECTOR SPDR TR | $18,000 | +260.0% | 386 | +365.1% | 0.01% | +300.0% |
| CONSTELLATION ENERGY CORP | $19,000 | +46.2% | 232 | 0.0% | 0.01% | +60.0% | ||
| NRG | NRG ENERGY INC | $19,000 | 0.0% | 500 | 0.0% | 0.01% | +14.3% | |
| AMGN | Buy | AMGEN INC | $19,000 | +11.8% | 85 | +21.4% | 0.01% | +33.3% |
| BYD | Sell | BOYD GAMING CORP | $19,000 | -57.8% | 400 | -55.6% | 0.01% | -50.0% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $19,000 | -79.1% | 147 | -78.8% | 0.01% | -75.0% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $17,000 | 0.0% | 1,029 | +1.4% | 0.01% | +16.7% |
| AAP | ADVANCE AUTO PARTS INC | $16,000 | -5.9% | 100 | 0.0% | 0.01% | +16.7% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $17,000 | -69.1% | 202 | -64.4% | 0.01% | -65.0% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $17,000 | -19.0% | 2,285 | +21.2% | 0.01% | 0.0% |
| OCSL | OAKTREE SPECIALTY LENDING CO | $17,000 | -10.5% | 2,895 | 0.0% | 0.01% | 0.0% | |
| KAI | Buy | KADANT INC | $17,000 | -5.6% | 100 | +3.1% | 0.01% | +16.7% |
| ASHFORD HOSPITALITY TR INC | $17,000 | +13.3% | 2,500 | 0.0% | 0.01% | +40.0% | ||
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $16,000 | -63.6% | 205 | -60.8% | 0.01% | -56.2% |
| WMB | WILLIAMS COS INC | $17,000 | -10.5% | 597 | 0.0% | 0.01% | 0.0% | |
| CALM | CAL MAINE FOODS INC | $17,000 | +13.3% | 300 | 0.0% | 0.01% | +40.0% | |
| LOPE | GRAND CANYON ED INC | $16,000 | -15.8% | 200 | 0.0% | 0.01% | 0.0% | |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $17,000 | -22.7% | 438 | -10.1% | 0.01% | -12.5% |
| AMLP | ALPS ETF TRalerian mlp | $16,000 | +6.7% | 447 | 0.0% | 0.01% | +40.0% | |
| ENB | ENBRIDGE INC | $17,000 | -10.5% | 449 | 0.0% | 0.01% | 0.0% | |
| KR | KROGER CO | $17,000 | -5.6% | 380 | 0.0% | 0.01% | +16.7% | |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $16,000 | – | 519 | +100.0% | 0.01% | – |
| ITT | ITT INC | $16,000 | -5.9% | 250 | 0.0% | 0.01% | +16.7% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $16,000 | -5.9% | 450 | 0.0% | 0.01% | +16.7% | |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $16,000 | -15.8% | 983 | 0.0% | 0.01% | 0.0% | |
| BECN | BEACON ROOFING SUPPLY INC | $16,000 | +6.7% | 300 | 0.0% | 0.01% | +40.0% | |
| DDD | 3-D SYS CORP DEL | $16,000 | -15.8% | 2,000 | 0.0% | 0.01% | 0.0% | |
| HEFA | New | ISHARES TRhdg msci eafe | $17,000 | – | 569 | +100.0% | 0.01% | – |
| HE | HAWAIIAN ELEC INDUSTRIES | $17,000 | -15.0% | 500 | 0.0% | 0.01% | 0.0% | |
| TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $17,000 | -15.0% | 400 | 0.0% | 0.01% | 0.0% | |
| EEMV | ISHARES INCmsci emerg mrkt | $17,000 | -5.6% | 328 | 0.0% | 0.01% | +16.7% | |
| DJP | BARCLAYS BANK PLCdjubs cmdt etn36 | $16,000 | -5.9% | 498 | 0.0% | 0.01% | +16.7% | |
| HYD | VANECK ETF TRUSThigh yld munietf | $15,000 | -6.2% | 300 | 0.0% | 0.01% | 0.0% | |
| SPTL | SPDR SER TRportfolio ln tsr | $15,000 | -11.8% | 513 | 0.0% | 0.01% | 0.0% | |
| TFFP | Sell | TFF PHARMACEUTICALS INC | $13,000 | -53.6% | 3,200 | -36.0% | 0.01% | -40.0% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $15,000 | 0.0% | 37 | 0.0% | 0.01% | +20.0% | |
| MUB | ISHARES TRnational mun etf | $15,000 | -6.2% | 150 | 0.0% | 0.01% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC | $14,000 | +7.7% | 1,100 | 0.0% | 0.01% | +20.0% | |
| HTHT | Sell | H WORLD GROUP LTDsponsored ads | $13,000 | -43.5% | 400 | -33.3% | 0.01% | -25.0% |
| SJM | SMUCKER J M CO | $14,000 | +7.7% | 102 | 0.0% | 0.01% | +20.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $13,000 | -7.1% | 148 | 0.0% | 0.01% | +20.0% | |
| EL | LAUDER ESTEE COS INCcl a | $13,000 | -18.8% | 61 | 0.0% | 0.01% | 0.0% | |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $13,000 | -7.1% | 293 | 0.0% | 0.01% | +20.0% | |
| SQ | Sell | BLOCK INCcl a | $14,000 | -58.8% | 250 | -54.5% | 0.01% | -50.0% |
| IFV | FIRST TR EXCHANGE-TRADED FDdorsey wright | $13,000 | -7.1% | 800 | 0.0% | 0.01% | +20.0% | |
| New | WESTERN ASSET MTG CAP CORP | $14,000 | – | 1,220 | +100.0% | 0.01% | – | |
| FCNCA | New | FIRST CTZNS BANCSHARES INC Ncl a | $14,000 | – | 18 | +100.0% | 0.01% | – |
| FIS | FIDELITY NATL INFORMATION SV | $15,000 | -21.1% | 203 | 0.0% | 0.01% | -14.3% | |
| NEE | Sell | NEXTERA ENERGY INC | $13,000 | -55.2% | 161 | -57.4% | 0.01% | -40.0% |
| NTR | Sell | NUTRIEN LTD | $13,000 | -40.9% | 160 | -40.7% | 0.01% | -25.0% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $15,000 | -31.8% | 200 | -2.4% | 0.01% | -25.0% |
| CVE | CENOVUS ENERGY INC | $15,000 | -21.1% | 1,000 | 0.0% | 0.01% | -14.3% | |
| PLNT | Buy | PLANET FITNESS INCcl a | $14,000 | 0.0% | 250 | +25.0% | 0.01% | +20.0% |
| ORCL | ORACLE CORP | $12,000 | -14.3% | 200 | 0.0% | 0.01% | 0.0% | |
| ROKU | ROKU INC | $11,000 | -31.2% | 195 | 0.0% | 0.01% | -16.7% | |
| PETS | PETMED EXPRESS INC | $12,000 | 0.0% | 600 | 0.0% | 0.01% | +25.0% | |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $12,000 | +140.0% | 112 | +166.7% | 0.01% | +150.0% |
| WRK | WESTROCK CO | $12,000 | -20.0% | 373 | 0.0% | 0.01% | 0.0% | |
| PPC | PILGRIMS PRIDE CORP | $12,000 | -25.0% | 500 | 0.0% | 0.01% | -16.7% | |
| GDX | VANECK ETF TRUSTgold miners etf | $11,000 | -8.3% | 443 | 0.0% | 0.01% | +25.0% | |
| VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $11,000 | 0.0% | 163 | 0.0% | 0.01% | +25.0% | |
| PSCU | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp util | $11,000 | -8.3% | 206 | +1.0% | 0.01% | +25.0% |
| WEN | WENDYS CO | $11,000 | 0.0% | 600 | 0.0% | 0.01% | +25.0% | |
| ISRG | Sell | INTUITIVE SURGICAL INC | $11,000 | -73.8% | 57 | -72.5% | 0.01% | -66.7% |
| PHG | KONINKLIJKE PHILIPS N V | $12,000 | -29.4% | 770 | 0.0% | 0.01% | -16.7% | |
| USO | UNITED STS OIL FD LPunits | $11,000 | -21.4% | 170 | 0.0% | 0.01% | 0.0% | |
| SOFI | SOFI TECHNOLOGIES INC | $11,000 | -8.3% | 2,250 | 0.0% | 0.01% | +25.0% | |
| AUDC | AUDIOCODES LTDord | $12,000 | 0.0% | 530 | 0.0% | 0.01% | +25.0% | |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $11,000 | +450.0% | 121 | +348.1% | 0.01% | +400.0% |
| TLT | ISHARES TR20 yr tr bd etf | $12,000 | -7.7% | 113 | 0.0% | 0.01% | 0.0% | |
| DGX | QUEST DIAGNOSTICS INC | $12,000 | -7.7% | 100 | 0.0% | 0.01% | 0.0% | |
| IEFA | New | ISHARES TRcore msci eafe | $12,000 | – | 224 | +100.0% | 0.01% | – |
| UNIT | UNITI GROUP INC | $11,000 | -26.7% | 1,600 | 0.0% | 0.01% | 0.0% | |
| FEZ | New | SPDR INDEX SHS FDSeuro stoxx 50 | $12,000 | – | 386 | +100.0% | 0.01% | – |
| YUM | YUM BRANDS INC | $11,000 | 0.0% | 100 | 0.0% | 0.01% | +25.0% | |
| DHR | DANAHER CORPORATION | $12,000 | 0.0% | 46 | 0.0% | 0.01% | +25.0% | |
| DVN | Sell | DEVON ENERGY CORP NEW | $12,000 | -88.8% | 200 | -89.7% | 0.01% | -86.8% |
| OSIS | OSI SYSTEMS INC | $11,000 | -15.4% | 150 | 0.0% | 0.01% | 0.0% | |
| IJT | ISHARES TRs&p sml 600 gwt | $12,000 | 0.0% | 114 | 0.0% | 0.01% | +25.0% | |
| NUE | NUCOR CORP | $12,000 | 0.0% | 115 | 0.0% | 0.01% | +25.0% | |
| TTE | TOTALENERGIES SEsponsored ads | $12,000 | -14.3% | 259 | 0.0% | 0.01% | 0.0% | |
| USB | Buy | US BANCORP DEL | $9,000 | 0.0% | 224 | +12.0% | 0.00% | +33.3% |
| Sell | DIGITAL WORLD ACQUISITION CO | $9,000 | -50.0% | 545 | -26.4% | 0.00% | -33.3% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $9,000 | 0.0% | 900 | 0.0% | 0.00% | +33.3% | |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $10,000 | -47.4% | 137 | -43.2% | 0.00% | -42.9% |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $9,000 | – | 64 | +100.0% | 0.00% | – |
| AMD | ADVANCED MICRO DEVICES INC | $10,000 | -16.7% | 160 | 0.0% | 0.00% | 0.0% | |
| NBIX | NEUROCRINE BIOSCIENCES INC | $9,000 | +12.5% | 85 | 0.0% | 0.00% | +33.3% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $10,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $10,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| CWCO | New | CONSOLIDATED WATER CO INCord | $10,000 | – | 661 | +100.0% | 0.00% | – |
| IWS | ISHARES TRrus mdcp val etf | $10,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| ABC | Buy | AMERISOURCEBERGEN CORP | $9,000 | +28.6% | 64 | +28.0% | 0.00% | +100.0% |
| SNAP | Sell | SNAP INCcl a | $10,000 | -37.5% | 992 | -20.1% | 0.00% | -33.3% |
| New | GSK PLCsponsored adr | $9,000 | – | 320 | +100.0% | 0.00% | – | |
| FAF | FIRST AMERN FINL CORP | $9,000 | -18.2% | 200 | 0.0% | 0.00% | 0.0% | |
| MMLP | MARTIN MIDSTREAM PRTNRS L Punit l p int | $10,000 | -16.7% | 2,900 | 0.0% | 0.00% | 0.0% | |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $9,000 | -40.0% | 39 | -42.6% | 0.00% | -20.0% |
| PFFD | Sell | GLOBAL X FDSus pfd etf | $10,000 | -44.4% | 478 | -43.1% | 0.00% | -33.3% |
| INTU | Buy | INTUIT | $10,000 | +25.0% | 26 | +18.2% | 0.00% | +33.3% |
| BOIL | New | PROSHARES TR IIultra bloomberg | $9,000 | – | 175 | +100.0% | 0.00% | – |
| STLD | Sell | STEEL DYNAMICS INC | $9,000 | -84.5% | 130 | -85.2% | 0.00% | -81.0% |
| KRNT | KORNIT DIGITAL LTD | $10,000 | -16.7% | 380 | 0.0% | 0.00% | 0.0% | |
| O | REALTY INCOME CORP | $9,000 | -10.0% | 150 | 0.0% | 0.00% | 0.0% | |
| PFG | New | PRINCIPAL FINANCIAL GROUP IN | $8,000 | – | 110 | +100.0% | 0.00% | – |
| IGM | New | ISHARES TRexpnd tec sc etf | $8,000 | – | 28 | +100.0% | 0.00% | – |
| USIG | Buy | ISHARES TRusd inv grde etf | $8,000 | +33.3% | 163 | +46.8% | 0.00% | +50.0% |
| PFF | ISHARES TRpfd and incm sec | $7,000 | -12.5% | 233 | 0.0% | 0.00% | 0.0% | |
| ZTR | VIRTUS TOTAL RETURN FD INC | $7,000 | -30.0% | 1,176 | 0.0% | 0.00% | -25.0% | |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $8,000 | – | 352 | +100.0% | 0.00% | – |
| PJP | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $7,000 | -12.5% | 101 | 0.0% | 0.00% | 0.0% | |
| NGVT | INGEVITY CORP | $6,000 | 0.0% | 100 | 0.0% | 0.00% | +50.0% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $8,000 | +700.0% | 195 | +1672.7% | 0.00% | – |
| HP | HELMERICH & PAYNE INC | $8,000 | -11.1% | 206 | 0.0% | 0.00% | 0.0% | |
| ESGU | ISHARES TResg awr msci usa | $8,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| AFRM | AFFIRM HLDGS INC | $6,000 | +20.0% | 300 | 0.0% | 0.00% | +50.0% | |
| KWEB | Buy | KRANESHARES TRcsi chi internet | $6,000 | 0.0% | 250 | +33.7% | 0.00% | +50.0% |
| Sell | LUCID GROUP INC | $7,000 | -30.0% | 467 | -21.1% | 0.00% | -25.0% | |
| NKE | Buy | NIKE INCcl b | $6,000 | 0.0% | 72 | +33.3% | 0.00% | +50.0% |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $6,000 | +20.0% | 162 | 0.0% | 0.00% | +50.0% | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $6,000 | +20.0% | 145 | 0.0% | 0.00% | +50.0% | |
| DAL | Sell | DELTA AIR LINES INC DEL | $6,000 | -79.3% | 200 | -79.7% | 0.00% | -70.0% |
| DTM | DT MIDSTREAM INC | $7,000 | 0.0% | 137 | 0.0% | 0.00% | +50.0% | |
| ECON | COLUMBIA ETF TR IIemrg markets etf | $8,000 | -11.1% | 400 | 0.0% | 0.00% | 0.0% | |
| CL | COLGATE PALMOLIVE CO | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $6,000 | -33.3% | 20 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $7,000 | 0.0% | 250 | 0.0% | 0.00% | +50.0% | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $6,000 | -14.3% | 532 | 0.0% | 0.00% | +50.0% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $6,000 | -70.0% | 163 | -71.3% | 0.00% | -57.1% |
| ANSS | ANSYS INC | $6,000 | -14.3% | 28 | 0.0% | 0.00% | +50.0% | |
| FRST | PRIMIS FINANCIAL CORP | $8,000 | -20.0% | 700 | 0.0% | 0.00% | -25.0% | |
| CCL | CARNIVAL CORP | $7,000 | -22.2% | 997 | 0.0% | 0.00% | 0.0% | |
| IGR | Sell | CBRE GBL REAL ESTATE INC FD | $8,000 | -33.3% | 1,410 | -17.8% | 0.00% | -25.0% |
| BFB | Buy | BROWN FORMAN CORPcl b | $7,000 | 0.0% | 102 | +1.0% | 0.00% | +50.0% |
| ARKK | Sell | ARK ETF TRinnovation etf | $8,000 | -27.3% | 218 | -22.1% | 0.00% | -25.0% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $7,000 | 0.0% | 50 | 0.0% | 0.00% | +50.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $8,000 | 0.0% | 209 | 0.0% | 0.00% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $6,000 | 0.0% | 16 | 0.0% | 0.00% | +50.0% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $7,000 | -12.5% | 25 | 0.0% | 0.00% | 0.0% | |
| GNR | New | SPDR INDEX SHS FDSglb nat resrce | $6,000 | – | 125 | +100.0% | 0.00% | – |
| FLRN | New | SPDR SER TRbloomberg invt | $7,000 | – | 230 | +100.0% | 0.00% | – |
| BIDU | BAIDU INCspon adr rep a | $6,000 | -14.3% | 50 | 0.0% | 0.00% | +50.0% | |
| UL | UNILEVER PLCspon adr new | $7,000 | 0.0% | 162 | 0.0% | 0.00% | +50.0% | |
| AESR | TWO RDS SHARED TRanfield us equ | $8,000 | 0.0% | 759 | 0.0% | 0.00% | 0.0% | |
| TTP | TORTOISE PIPELINE & ENERGY F | $8,000 | 0.0% | 312 | 0.0% | 0.00% | 0.0% | |
| SEEL | Buy | SEELOS THERAPEUTICS INC | $6,000 | +500.0% | 5,500 | +175.0% | 0.00% | – |
| BPT | BP PRUDHOE BAY RTY TRunit ben int | $6,000 | -40.0% | 500 | 0.0% | 0.00% | -25.0% | |
| SIRI | SIRIUS XM HOLDINGS INC | $6,000 | -14.3% | 1,137 | 0.0% | 0.00% | +50.0% | |
| TDOC | Sell | TELADOC HEALTH INC | $6,000 | -64.7% | 253 | -50.2% | 0.00% | -50.0% |
| Sell | RIVIAN AUTOMOTIVE INC | $4,000 | +33.3% | 123 | -6.8% | 0.00% | +100.0% | |
| UTI | Sell | UNIVERSAL TECHNICAL INST INC | $5,000 | -86.1% | 1,000 | -80.0% | 0.00% | -84.6% |
| OLED | UNIVERSAL DISPLAY CORP | $4,000 | -20.0% | 45 | 0.0% | 0.00% | 0.0% | |
| RES | RPC INC | $5,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $4,000 | -20.0% | 48 | 0.0% | 0.00% | 0.0% | |
| PFIE | Sell | PROFIRE ENERGY INC | $5,000 | -44.4% | 6,000 | -7.7% | 0.00% | -33.3% |
| HESM | New | HESS MIDSTREAM LP | $5,000 | – | 200 | +100.0% | 0.00% | – |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $4,000 | 0.0% | 375 | 0.0% | 0.00% | +100.0% | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $4,000 | -50.0% | 100 | 0.0% | 0.00% | -33.3% | |
| YUMC | YUM CHINA HLDGS INC | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $5,000 | -54.5% | 81 | -47.4% | 0.00% | -50.0% |
| OGN | Sell | ORGANON & CO | $5,000 | -37.5% | 233 | -2.5% | 0.00% | -33.3% |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5,000 | 0.0% | 389 | 0.0% | 0.00% | 0.0% | |
| JQC | NUVEEN CR STRATEGIES INCOME | $4,000 | 0.0% | 700 | 0.0% | 0.00% | +100.0% | |
| WOR | WORTHINGTON INDS INC | $4,000 | 0.0% | 100 | 0.0% | 0.00% | +100.0% | |
| ECL | ECOLAB INC | $4,000 | 0.0% | 29 | 0.0% | 0.00% | +100.0% | |
| TOWN | TOWNEBANK PORTSMOUTH VA | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ELAN | ELANCO ANIMAL HEALTH INC | $4,000 | -33.3% | 292 | 0.0% | 0.00% | 0.0% | |
| NGL | NGL ENERGY PARTNERS LP | $5,000 | -16.7% | 4,000 | 0.0% | 0.00% | 0.0% | |
| EVH | Sell | EVOLENT HEALTH INCcl a | $4,000 | -33.3% | 100 | -50.0% | 0.00% | 0.0% |
| FAST | FASTENAL CO | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PICK | ISHARES INCmsci gbl etf new | $5,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
| IDEX | IDEANOMICS INC | $4,000 | -55.6% | 13,000 | 0.0% | 0.00% | -33.3% | |
| SWK | STANLEY BLACK & DECKER INC | $5,000 | -28.6% | 64 | 0.0% | 0.00% | 0.0% | |
| VTRS | Sell | VIATRIS INC | $5,000 | -44.4% | 580 | -29.9% | 0.00% | -33.3% |
| RCL | ROYAL CARIBBEAN GROUP | $4,000 | +33.3% | 100 | 0.0% | 0.00% | +100.0% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| LEN | LENNAR CORPcl a | $4,000 | 0.0% | 50 | 0.0% | 0.00% | +100.0% | |
| FOXA | FOX CORP | $5,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% | |
| New | EA SERIES TRUSTstrive us energy | $5,000 | – | 210 | +100.0% | 0.00% | – | |
| SIX | Sell | SIX FLAGS ENTMT CORP NEW | $4,000 | -55.6% | 212 | -47.0% | 0.00% | -33.3% |
| BOTJ | BANK OF THE JAMES FINL GP IN | $4,000 | 0.0% | 338 | 0.0% | 0.00% | +100.0% | |
| ERH | ALLSPRING UTILITIES AND HIGHwf utilities inc | $5,000 | -16.7% | 475 | 0.0% | 0.00% | 0.0% | |
| IYE | ISHARES TRu.s. energy etf | $4,000 | +33.3% | 91 | 0.0% | 0.00% | +100.0% | |
| GAIN | GLADSTONE INVT CORP | $4,000 | -20.0% | 350 | 0.0% | 0.00% | 0.0% | |
| IAGG | ISHARES TRcore intl aggr | $4,000 | 0.0% | 89 | 0.0% | 0.00% | +100.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $4,000 | 0.0% | 271 | 0.0% | 0.00% | +100.0% | |
| SMMV | ISHARES TRmsci usa smcp mn | $5,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% | |
| SPSM | SPDR SER TRportfolio s&p600 | $4,000 | -20.0% | 131 | 0.0% | 0.00% | 0.0% | |
| MDT | MEDTRONIC PLC | $4,000 | 0.0% | 49 | 0.0% | 0.00% | +100.0% | |
| GOLD | BARRICK GOLD CORP | $5,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $5,000 | -16.7% | 112 | 0.0% | 0.00% | 0.0% | |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $4,000 | – | 68 | +100.0% | 0.00% | – |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $5,000 | -16.7% | 210 | 0.0% | 0.00% | 0.0% | |
| RKT | ROCKET COS INC | $5,000 | -16.7% | 784 | 0.0% | 0.00% | 0.0% | |
| DXJ | WISDOMTREE TRjapn hedge eqt | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $2,000 | – | 46 | +666.7% | 0.00% | – |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $2,000 | – | 36 | +500.0% | 0.00% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $2,000 | – | 7 | +100.0% | 0.00% | – |
| BB | BLACKBERRY LTD | $2,000 | -33.3% | 500 | 0.0% | 0.00% | 0.0% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| DOCS | DOXIMITY INCcl a | $3,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% | |
| ESS TECH INC | $2,000 | +100.0% | 500 | 0.0% | 0.00% | – | ||
| MJ | ETF MANAGERS TRetfmg altr hrvst | $3,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| DJUN | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $3,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
| BUFD | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $3,000 | 0.0% | 152 | 0.0% | 0.00% | 0.0% | |
| FLS | FLOWSERVE CORP | $2,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
| GD | New | GENERAL DYNAMICS CORP | $2,000 | – | 8 | +100.0% | 0.00% | – |
| GPC | New | GENUINE PARTS CO | $2,000 | – | 12 | +100.0% | 0.00% | – |
| New | HALEON PLCspon ads | $2,000 | – | 400 | +100.0% | 0.00% | – | |
| IDCC | INTERDIGITAL INC | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $3,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| EWC | Buy | ISHARES INCmsci cda etf | $2,000 | – | 73 | +421.4% | 0.00% | – |
| IYT | ISHARES TRus trsprtion | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| IXN | ISHARES TRglobal tech etf | $2,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| IXG | ISHARES TRglobal finls etf | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| IWP | ISHARES TRrus md cp gr etf | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| IUSV | ISHARES TRcore s&p us vlu | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| IDV | Sell | ISHARES TRintl sel div etf | $2,000 | -90.0% | 107 | -85.4% | 0.00% | -85.7% |
| ESGE | ISHARES INCesg awr msci em | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| IEUR | New | ISHARES TRcore msci euro | $3,000 | – | 76 | +100.0% | 0.00% | – |
| KREF | New | KKR REAL ESTATE FIN TR INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| KARS | KRANESHARES TRelec veh futur | $2,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| Sell | KYNDRYL HLDGS INC | $3,000 | -50.0% | 319 | -44.9% | 0.00% | -50.0% | |
| LAKE | LAKELAND INDS INC | $3,000 | -40.0% | 300 | 0.0% | 0.00% | -50.0% | |
| MTB | New | M & T BK CORP | $2,000 | – | 10 | +100.0% | 0.00% | – |
| M | Sell | MACYS INC | $2,000 | -50.0% | 100 | -50.0% | 0.00% | 0.0% |
| MTA | METALLA RTY & STREAMING LTD | $3,000 | -25.0% | 800 | 0.0% | 0.00% | 0.0% | |
| NIO | Sell | NIO INCspon ads | $3,000 | -40.0% | 200 | -4.8% | 0.00% | -50.0% |
| NNDM | NANO DIMENSION LTDsponsord ads new | $2,000 | -33.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| New | ORCHID IS CAP INC | $3,000 | – | 400 | +100.0% | 0.00% | – | |
| OUT | OUTFRONT MEDIA INC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| PPL | PPL CORP | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PII | New | POLARIS INC | $2,000 | – | 22 | +100.0% | 0.00% | – |
| QCOM | New | QUALCOMM INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
| RF | REGIONS FINANCIAL CORP NEW | $3,000 | +50.0% | 127 | 0.0% | 0.00% | 0.0% | |
| SPGI | S&P GLOBAL INC | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| HAIL | Sell | SPDR SER TRs&p kensho smart | $2,000 | -60.0% | 50 | -66.7% | 0.00% | -50.0% |
| SJT | SAN JUAN BASIN RTY TRunit ben int | $3,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $2,000 | – | 35 | +100.0% | 0.00% | – |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| SSP | SCRIPPS E W CO OHIOcl a new | $3,000 | -25.0% | 300 | 0.0% | 0.00% | 0.0% | |
| SILV | SILVERCREST METALS INC | $3,000 | -25.0% | 600 | 0.0% | 0.00% | 0.0% | |
| SCCO | New | SOUTHERN COPPER CORP | $2,000 | – | 42 | +100.0% | 0.00% | – |
| SYK | New | STRYKER CORPORATION | $2,000 | – | 9 | +100.0% | 0.00% | – |
| TGT | Sell | TARGET CORP | $3,000 | -89.3% | 18 | -91.0% | 0.00% | -90.0% |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $2,000 | -33.3% | 225 | -47.1% | 0.00% | 0.0% |
| UAA | Sell | UNDER ARMOUR INCcl a | $3,000 | -40.0% | 500 | -16.7% | 0.00% | -50.0% |
| U | UNITY SOFTWARE INC | $2,000 | -33.3% | 78 | 0.0% | 0.00% | 0.0% | |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $2,000 | -50.0% | 8 | -55.6% | 0.00% | 0.0% |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $3,000 | -25.0% | 252 | 0.0% | 0.00% | 0.0% | |
| WU | Sell | WESTERN UN CO | $2,000 | -98.2% | 150 | -97.8% | 0.00% | -97.5% |
| WHR | WHIRLPOOL CORP | $3,000 | -25.0% | 23 | 0.0% | 0.00% | 0.0% | |
| DEM | WISDOMTREE TRemer mkt high fd | $3,000 | -25.0% | 98 | 0.0% | 0.00% | 0.0% | |
| AFL | AFLAC INC | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| WORLD GOLD TRspdr gld minis | $3,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | ||
| XRX | XEROX HOLDINGS CORP | $2,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| AUY | YAMANA GOLD INC | $3,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| YETI | YETI HLDGS INC | $3,000 | -40.0% | 116 | 0.0% | 0.00% | -50.0% | |
| LIN | Buy | LINDE PLC | $2,000 | +100.0% | 9 | +125.0% | 0.00% | – |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| RDWR | RADWARE LTDord | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| Exit | TOAST INCcl a | $0 | – | -49 | -100.0% | 0.00% | – | |
| RDFN | REDFIN CORP | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| PFL | PIMCO INCOME STRATEGY FD | $1,000 | -50.0% | 177 | 0.0% | 0.00% | -100.0% | |
| ORION OFFICE REIT INC | $0 | – | 15 | 0.0% | 0.00% | – | ||
| OLN | Sell | OLIN CORP | $1,000 | -97.7% | 28 | -97.0% | 0.00% | -100.0% |
| NOG | NORTHERN OIL AND GAS INC MN | $0 | – | 10 | 0.0% | 0.00% | – | |
| GF | NEW GERMANY FD INC | $1,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| MMC | New | MARSH & MCLENNAN COS INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | – | 5 | 0.0% | 0.00% | – | |
| LNSR | LENSAR INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| LENB | LENNAR CORPcl b | $0 | – | 1 | 0.0% | 0.00% | – | |
| VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $1,000 | – | 9 | +100.0% | 0.00% | – |
| USHY | ISHARES TRbroad usd high | $0 | – | 13 | 0.0% | 0.00% | – | |
| VEC | V2X INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| EWU | ISHARES TRmsci uk etf new | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| EWJ | New | ISHARES INCmsci jpn etf new | $1,000 | – | 22 | +100.0% | 0.00% | – |
| EWS | New | ISHARES INCmsci singpor etf | $1,000 | – | 75 | +100.0% | 0.00% | – |
| ISTB | ISHARES TRcore 1 5 yr usd | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| GOED | Sell | POLISHED COM INC | $0 | – | 200 | -33.3% | 0.00% | – |
| EGRX | EAGLE PHARMACEUTICALS INC | $0 | -100.0% | 15 | 0.0% | 0.00% | – | |
| DSS INC | $0 | – | 500 | 0.0% | 0.00% | – | ||
| DS | Sell | DRIVE SHACK INC | $0 | -100.0% | 333 | -45.9% | 0.00% | – |
| DOV | New | DOVER CORP | $1,000 | – | 11 | +100.0% | 0.00% | – |
| XEL | New | XCEL ENERGY INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
| DNN | DENISON MINES CORP | $0 | – | 300 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| HYLB | Sell | DBX ETF TRxtrack usd high | $1,000 | 0.0% | 20 | -28.6% | 0.00% | – |
| CNDT | CONDUENT INC | $0 | -100.0% | 120 | 0.0% | 0.00% | – | |
| C | CITIGROUP INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC | $0 | – | 2 | 0.0% | 0.00% | – | |
| CIM | Sell | CHIMERA INVT CORP | $1,000 | -92.9% | 200 | -87.5% | 0.00% | -100.0% |
| CAPSTONE GREEN ENERGY CORP | $1,000 | 0.0% | 450 | 0.0% | 0.00% | – | ||
| CI | Sell | CIGNA CORP NEW | $1,000 | -97.7% | 4 | -97.6% | 0.00% | -100.0% |
| RA | Sell | BROOKFIELD REAL ASSETS INCOM | $1,000 | -66.7% | 31 | -80.0% | 0.00% | -100.0% |
| BRBS | BLUE RIDGE BANKSHARES INC VA | $1,000 | -50.0% | 100 | 0.0% | 0.00% | -100.0% | |
| BBY | Sell | BEST BUY INC | $1,000 | -96.3% | 20 | -95.2% | 0.00% | -100.0% |
| IVZ | INVESCO LTD | $1,000 | 0.0% | 83 | 0.0% | 0.00% | – | |
| BK | New | BANK NEW YORK MELLON CORP | $1,000 | – | 32 | +100.0% | 0.00% | – |
| BLDP | BALLARD PWR SYS INC NEW | $0 | – | 40 | 0.0% | 0.00% | – | |
| BRC INC | $0 | – | 30 | 0.0% | 0.00% | – | ||
| PBTS | POWERBRIDGE TECHNLOGIES CO L | $0 | -100.0% | 800 | 0.0% | 0.00% | – | |
| PNR | PENTAIR PLC | $0 | – | 5 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $0 | – | 362 | 0.0% | 0.00% | – | |
| ATO | New | ATMOS ENERGY CORP | $1,000 | – | 10 | +100.0% | 0.00% | – |
| AROC | New | ARCHROCK INC | $1,000 | – | 162 | +100.0% | 0.00% | – |
| AXU | Exit | ALEXCO RESOURCE CORP | $0 | – | -400 | -100.0% | 0.00% | – |
| ATER | Sell | ATERIAN INC | $1,000 | -50.0% | 700 | -30.0% | 0.00% | -100.0% |
| FVRR | Sell | FIVERR INTL LTD | $1,000 | 0.0% | 30 | -16.7% | 0.00% | – |
| AGI | ALAMOS GOLD INC NEW | $0 | – | 19 | 0.0% | 0.00% | – | |
| APD | New | AIR PRODS & CHEMS INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $1,000 | – | 9 | +100.0% | 0.00% | – |
| ASIX | ADVANSIX INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| CMRE | Sell | COSTAMARE INC | $1,000 | -50.0% | 100 | -50.0% | 0.00% | -100.0% |
| ARKQ | ARK ETF TRautnmus technlgy | $0 | – | 4 | 0.0% | 0.00% | – | |
| BEAM | Exit | BEAM THERAPEUTICS INC | $0 | – | -3 | -100.0% | 0.00% | – |
| Exit | EVOFEM BIOSCIENCES INC | $0 | – | -1 | -100.0% | 0.00% | – | |
| OLN | Exit | OLIN CORPcall | $0 | – | -2,000 | -100.0% | 0.00% | – |
| CVE | Exit | CENOVUS ENERGY INCcall | $0 | – | -2,500 | -100.0% | 0.00% | – |
| REZI | Buy | RESIDEO TECHNOLOGIES INC | $1,000 | 0.0% | 60 | +3.4% | 0.00% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcall | $0 | – | -2,000 | -100.0% | 0.00% | – |
| OPEN | Exit | OPENDOOR TECHNOLOGIES INC | $0 | – | -119 | -100.0% | 0.00% | – |
| HAL | Exit | HALLIBURTON COcall | $0 | – | -2,000 | -100.0% | 0.00% | – |
| TSN | Sell | TYSON FOODS INCcl a | $1,000 | -88.9% | 22 | -78.4% | 0.00% | -100.0% |
| TWTR | TWITTER INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| SYLVAMO CORP | $0 | – | 9 | 0.0% | 0.00% | – | ||
| LRN | STRIDE INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| SNAP ONE HOLDINGS CORP | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | ||
| BLCN | SIREN ETF TRnsd nxgn eco etf | $0 | – | 18 | 0.0% | 0.00% | – | |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | 3 | +100.0% | 0.00% | – |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,000 | 0.0% | 36 | -16.3% | 0.00% | – |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| SALM | SALEM MEDIA GROUP INCcl a | $1,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
| SPIB | SPDR SER TRportfolio intrmd | $0 | – | 2 | 0.0% | 0.00% | – | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | 11 | 0.0% | 0.00% | – | |
| CMBS | ISHARES TRcmbs etf | $0 | – | 3 | 0.0% | 0.00% | – | |
| ILTB | ISHARES TRcore lt usdb etf | $0 | – | 7 | 0.0% | 0.00% | – | |
| MXI | ISHARES TRglobal mater etf | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| IEI | ISHARES TR3 7 yr treas bd | $0 | – | 4 | 0.0% | 0.00% | – | |
| AGZ | ISHARES TRagency bond etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| IUSG | ISHARES TRcore s&p us gwt | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| EWG | New | ISHARES INCmsci germany etf | $1,000 | – | 28 | +100.0% | 0.00% | – |
| EZA | New | ISHARES INCmsci sth afr etf | $0 | – | 6 | +100.0% | 0.00% | – |
| EWP | New | ISHARES INCmsci spain etf | $0 | – | 9 | +100.0% | 0.00% | – |
| EWD | Buy | ISHARES INCmsci sweden etf | $1,000 | – | 30 | +900.0% | 0.00% | – |
| EWL | ISHARES INCmsci switzerland | $0 | – | 6 | 0.0% | 0.00% | – | |
| EWQ | New | ISHARES INCmsci france etf | $0 | – | 7 | +100.0% | 0.00% | – |
| EZU | ISHARES INCmsci eurzone etf | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| VTGN | VISTAGEN THERAPEUTICS INC | $1,000 | -66.7% | 3,500 | 0.0% | 0.00% | -100.0% | |
| GHYG | ISHARES INCus intl hgh yld | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| WTRH | WAITR HLDGS INC | $0 | – | 1,250 | 0.0% | 0.00% | – | |
| EWA | New | ISHARES INCmsci aust etf | $1,000 | – | 50 | +100.0% | 0.00% | – |
| IAG | IAMGOLD CORP | $1,000 | 0.0% | 700 | 0.0% | 0.00% | – | |
| CRESCENT ENERGY COMPANY | $0 | – | 26 | 0.0% | 0.00% | – | ||
| HL | Buy | HECLA MNG CO | $1,000 | 0.0% | 246 | +23.0% | 0.00% | – |
| GWW | New | GRAINGER W W INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| MLPA | New | GLOBAL X FDSglbl x mlp etf | $0 | – | 6 | +100.0% | 0.00% | – |
| GINKGO BIOWORKS HOLDINGS INCcall | $1,000 | 0.0% | 1,200 | 0.0% | 0.00% | – | ||
| GILD | New | GILEAD SCIENCES INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
| GTX | Buy | GARRETT MOTION INC | $0 | – | 35 | +2.9% | 0.00% | – |
| GCI | Sell | GANNETT CO INC | $0 | -100.0% | 144 | -45.9% | 0.00% | – |
| FDL | FIRST TR MORNINGSTAR DIVID L | $0 | – | 3 | 0.0% | 0.00% | – | |
| FHN | FIRST HORIZON CORPORATION | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| FTHM | New | FATHOM HOLDINGS INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
| EMBECTA CORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | ||
| PSQ | Exit | PROSHARES TRcall | $0 | – | -3,000 | -100.0% | -0.00% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -109 | -100.0% | -0.00% | – |
| Exit | DUTCH BROS INCcl a | $0 | – | -94 | -100.0% | -0.00% | – | |
| IMCG | Exit | ISHARES TRmrgstr md cp grw | $0 | – | -100 | -100.0% | -0.00% | – |
| ORC | Exit | ORCHID IS CAP INC | $0 | – | -2,000 | -100.0% | -0.00% | – |
| CIBR | Exit | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $0 | – | -200 | -100.0% | -0.00% | – |
| ORGN | Exit | ORIGIN MATERIALS INC | $0 | – | -1,500 | -100.0% | -0.00% | – |
| BURL | Exit | BURLINGTON STORES INC | $0 | – | -88 | -100.0% | -0.00% | – |
| VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -150 | -100.0% | -0.00% | – |
| NTRA | Exit | NATERA INC | $0 | – | -300 | -100.0% | -0.00% | – |
| OGS | Exit | ONE GAS INC | $0 | – | -125 | -100.0% | -0.00% | – |
| UPWK | Exit | UPWORK INC | $0 | – | -600 | -100.0% | -0.00% | – |
| DJD | Exit | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $0 | – | -275 | -100.0% | -0.00% | – |
| NVAX | Exit | NOVAVAX INC | $0 | – | -200 | -100.0% | -0.00% | – |
| AYX | Exit | ALTERYX INC | $0 | – | -300 | -100.0% | -0.01% | – |
| RWT | Exit | REDWOOD TR INC | $0 | – | -2,000 | -100.0% | -0.01% | – |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -710 | -100.0% | -0.01% | – |
| AUPH | Exit | AURINIA PHARMACEUTICALS INC | $0 | – | -1,500 | -100.0% | -0.01% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -235 | -100.0% | -0.01% | – |
| GSK | Exit | GSK PLCsponsored adr | $0 | – | -400 | -100.0% | -0.01% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -300 | -100.0% | -0.01% | – |
| MBUU | Exit | MALIBU BOATS INC | $0 | – | -400 | -100.0% | -0.01% | – |
| BA | Exit | BOEING CO | $0 | – | -150 | -100.0% | -0.01% | – |
| XSD | Exit | SPDR SER TRs&p semicndctr | $0 | – | -150 | -100.0% | -0.01% | – |
| WMC | Exit | WESTERN ASSET MTG CAP CORP | $0 | – | -18,500 | -100.0% | -0.01% | – |
| MANH | Exit | MANHATTAN ASSOCIATES INC | $0 | – | -200 | -100.0% | -0.01% | – |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -200 | -100.0% | -0.01% | – |
| RSG | Exit | REPUBLIC SVCS INC | $0 | – | -200 | -100.0% | -0.01% | – |
| TOL | Exit | TOLL BROTHERS INC | $0 | – | -600 | -100.0% | -0.01% | – |
| AFG | Exit | AMERICAN FINL GROUP INC OHIO | $0 | – | -200 | -100.0% | -0.01% | – |
| YORW | Exit | YORK WTR CO | $0 | – | -800 | -100.0% | -0.01% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -200 | -100.0% | -0.01% | – |
| BLDR | Exit | BUILDERS FIRSTSOURCE INC | $0 | – | -600 | -100.0% | -0.01% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -250 | -100.0% | -0.01% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -400 | -100.0% | -0.01% | – |
| DON | Exit | WISDOMTREE TRus midcap divid | $0 | – | -1,000 | -100.0% | -0.01% | – |
| APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -600 | -100.0% | -0.01% | – |
| COG | Exit | COTERRA ENERGY INC | $0 | – | -1,500 | -100.0% | -0.01% | – |
| HALO | Exit | HALOZYME THERAPEUTICS INC | $0 | – | -1,000 | -100.0% | -0.02% | – |
| EOG | Exit | EOG RES INC | $0 | – | -400 | -100.0% | -0.02% | – |
| OFG | Exit | OFG BANCORP | $0 | – | -2,000 | -100.0% | -0.02% | – |
| GMED | Exit | GLOBUS MED INCcl a | $0 | – | -900 | -100.0% | -0.02% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -304 | -100.0% | -0.02% | – |
| CELH | Exit | CELSIUS HLDGS INC | $0 | – | -800 | -100.0% | -0.02% | – |
| EFZ | Exit | PROSHARES TR | $0 | – | -2,500 | -100.0% | -0.02% | – |
| JKS | Exit | JINKOSOLAR HLDG CO LTDsponsored adr | $0 | – | -800 | -100.0% | -0.02% | – |
| RWM | Exit | PROSHARES TRshrt russell2000 | $0 | – | -2,400 | -100.0% | -0.02% | – |
| EUM | Exit | PROSHARES TR | $0 | – | -4,200 | -100.0% | -0.02% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -1,200 | -100.0% | -0.02% | – |
| HDGE | Exit | ADVISORSHARES TRranger equity be | $0 | – | -2,100 | -100.0% | -0.02% | – |
| EQT | Exit | EQT CORP | $0 | – | -2,000 | -100.0% | -0.02% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -800 | -100.0% | -0.03% | – |
| TBF | Exit | PROSHARES TRshrt 20+yr tre | $0 | – | -4,000 | -100.0% | -0.03% | – |
| HTA | Exit | HEALTHCARE TR AMER INCcl a new | $0 | – | -3,400 | -100.0% | -0.03% | – |
| PAG | Exit | PENSKE AUTOMOTIVE GRP INC | $0 | – | -1,500 | -100.0% | -0.06% | – |
| DPZ | Exit | DOMINOS PIZZA INC | $0 | – | -400 | -100.0% | -0.06% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -44,456 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-21
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.