$266 Million is the total value of Laurel Wealth Advisors LLC's 547 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 17.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $14,147,000 | -14.8% | 136,833 | +2.7% | 5.31% | +1.6% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $11,696,000 | -21.7% | 43 | -2.3% | 4.39% | -6.6% |
| MSFT | Sell | MICROSOFT CORP | $10,151,000 | -0.0% | 64,366 | -0.0% | 3.81% | +19.3% |
| AAPL | Sell | APPLE INC | $9,840,000 | -16.5% | 38,694 | -3.5% | 3.70% | -0.3% |
| TFLO | Buy | ISHARES TRtrs flt rt bd | $7,930,000 | +13.9% | 157,599 | +13.7% | 2.98% | +35.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,514,000 | -5.4% | 49,674 | +5.3% | 2.45% | +12.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $6,441,000 | -19.9% | 24,989 | +0.0% | 2.42% | -4.4% |
| MA | Buy | MASTERCARD INCcl a | $5,692,000 | -16.9% | 23,565 | +2.7% | 2.14% | -0.8% |
| HD | Sell | HOME DEPOT INC | $5,635,000 | -16.2% | 30,182 | -2.0% | 2.12% | 0.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $5,072,000 | -6.7% | 62,715 | +5.2% | 1.90% | +11.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,923,000 | -32.7% | 54,685 | +4.2% | 1.85% | -19.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,852,000 | -12.8% | 4,176 | +0.5% | 1.82% | +4.1% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $4,533,000 | -53.2% | 92,996 | -51.1% | 1.70% | -44.1% |
| WMT | Buy | WALMART INC | $4,444,000 | -2.8% | 39,114 | +1.7% | 1.67% | +16.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $4,149,000 | -22.3% | 73,943 | +16.2% | 1.56% | -7.3% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $4,021,000 | +26.5% | 82,535 | +27.9% | 1.51% | +50.8% |
| PG | Sell | PROCTER & GAMBLE CO | $3,956,000 | -12.7% | 35,965 | -0.8% | 1.49% | +4.2% |
| BAC | Buy | BK OF AMERICA CORP | $3,796,000 | -38.1% | 178,827 | +2.7% | 1.43% | -26.2% |
| DIS | Buy | DISNEY WALT CO | $3,441,000 | -31.4% | 35,618 | +2.7% | 1.29% | -18.2% |
| AMGN | Buy | AMGEN INC | $3,405,000 | -13.5% | 16,795 | +2.8% | 1.28% | +3.2% |
| NKE | Buy | NIKE INCcl b | $3,294,000 | -14.2% | 39,811 | +5.1% | 1.24% | +2.4% |
| AMZN | Buy | AMAZON COM INC | $3,279,000 | +22.8% | 1,682 | +16.4% | 1.23% | +46.5% |
| ABT | Buy | ABBOTT LABS | $3,258,000 | -3.2% | 41,293 | +6.6% | 1.22% | +15.6% |
| BSCK | Sell | INVESCO EXCH TRD SLF IDX FD | $3,217,000 | -2.5% | 153,140 | -1.2% | 1.21% | +16.4% |
| EFA | Sell | ISHARES TRmsci eafe etf | $3,186,000 | -25.8% | 59,597 | -3.5% | 1.20% | -11.4% |
| LLY | Sell | LILLY ELI & CO | $3,135,000 | +4.7% | 22,600 | -0.8% | 1.18% | +25.1% |
| MCD | Buy | MCDONALDS CORP | $2,952,000 | -10.1% | 17,852 | +7.4% | 1.11% | +7.3% |
| DG | Sell | DOLLAR GEN CORP NEW | $2,894,000 | -7.0% | 19,164 | -4.0% | 1.09% | +10.9% |
| BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $2,727,000 | +1.3% | 128,740 | +2.8% | 1.02% | +20.8% |
| BDX | Sell | BECTON DICKINSON & CO | $2,680,000 | -16.5% | 11,662 | -1.2% | 1.01% | -0.4% |
| PEP | Sell | PEPSICO INC | $2,675,000 | -12.3% | 22,271 | -0.2% | 1.00% | +4.7% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $2,646,000 | -35.9% | 127,069 | -5.2% | 0.99% | -23.5% |
| CSCO | Buy | CISCO SYS INC | $2,644,000 | -16.5% | 67,266 | +1.9% | 0.99% | -0.4% |
| MUB | Buy | ISHARES TRnational mun etf | $2,526,000 | +2.3% | 22,353 | +3.1% | 0.95% | +22.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $2,407,000 | -21.3% | 17,608 | -1.9% | 0.90% | -6.1% |
| T | Buy | AT&T INC | $2,317,000 | -22.4% | 79,502 | +4.0% | 0.87% | -7.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,230,000 | -0.8% | 41,497 | +13.4% | 0.84% | +18.5% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $2,221,000 | -1.3% | 107,559 | +2.6% | 0.83% | +17.6% |
| HON | Buy | HONEYWELL INTL INC | $2,193,000 | -8.1% | 16,388 | +21.5% | 0.82% | +9.7% |
| FB | Sell | FACEBOOK INCcl a | $2,172,000 | -21.2% | 13,022 | -3.0% | 0.82% | -5.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $2,126,000 | -3.2% | 22,205 | +9.4% | 0.80% | +15.6% |
| ENB | Sell | ENBRIDGE INC | $2,107,000 | -31.3% | 72,419 | -6.1% | 0.79% | -18.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,084,000 | +10.9% | 22,303 | +38.9% | 0.78% | +32.3% |
| IBDM | Buy | ISHARES TRibonds dec21 etf | $1,992,000 | +3.6% | 80,800 | +4.9% | 0.75% | +23.6% |
| IBDN | Buy | ISHARES TRibonds dec22 etf | $1,966,000 | +4.1% | 79,300 | +6.2% | 0.74% | +24.0% |
| MMM | Sell | 3M CO | $1,961,000 | -27.9% | 14,365 | -6.8% | 0.74% | -13.9% |
| KO | Buy | COCA COLA CO | $1,923,000 | -18.0% | 43,453 | +2.6% | 0.72% | -2.2% |
| MBB | Buy | ISHARES TRmbs etf | $1,885,000 | +248.4% | 17,066 | +240.6% | 0.71% | +316.5% |
| TFC | Sell | TRUIST FINL CORP | $1,877,000 | -45.5% | 60,850 | -0.4% | 0.70% | -35.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,823,000 | -34.1% | 15,926 | -4.6% | 0.68% | -21.4% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $1,819,000 | +6.0% | 72,750 | +8.3% | 0.68% | +26.5% |
| CRM | Buy | SALESFORCE COM INC | $1,744,000 | -9.6% | 12,111 | +2.1% | 0.66% | +7.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,731,000 | -23.7% | 9,469 | -5.5% | 0.65% | -9.1% |
| UNP | Sell | UNION PAC CORP | $1,667,000 | -23.1% | 11,820 | -1.5% | 0.63% | -8.3% |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $1,636,000 | -4.2% | 79,525 | 0.0% | 0.62% | +14.5% | |
| WFC | Buy | WELLS FARGO CO NEW | $1,628,000 | -23.2% | 56,714 | +44.0% | 0.61% | -8.2% |
| CVX | Buy | CHEVRON CORP NEW | $1,497,000 | -29.0% | 20,666 | +18.2% | 0.56% | -15.2% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $1,464,000 | -22.0% | 15,515 | +23.8% | 0.55% | -6.9% |
| FLRN | Sell | SPDR SER TRblomberg brc inv | $1,396,000 | -15.4% | 47,490 | -11.6% | 0.52% | +0.8% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,354,000 | -4.9% | 8,644 | +10.6% | 0.51% | +13.6% |
| IBDL | Buy | ISHARES TRibonds dec20 etf | $1,349,000 | +1.3% | 53,530 | +1.7% | 0.51% | +21.0% |
| TJX | Buy | TJX COS INC NEW | $1,324,000 | -16.6% | 27,695 | +6.6% | 0.50% | -0.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,313,000 | -15.0% | 1,129 | -2.3% | 0.49% | +1.4% |
| XOM | Sell | EXXON MOBIL CORP | $1,299,000 | -49.1% | 34,204 | -6.5% | 0.49% | -39.2% |
| SO | Sell | SOUTHERN CO | $1,247,000 | -15.2% | 23,028 | -0.2% | 0.47% | +1.1% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,207,000 | +45.4% | 22,168 | +68.1% | 0.45% | +73.6% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $1,201,000 | -12.7% | 9,723 | -9.5% | 0.45% | +4.2% |
| GLD | Sell | SPDR GOLD TRUST | $1,200,000 | +3.6% | 8,102 | -0.0% | 0.45% | +23.6% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $1,033,000 | +24.5% | 41,800 | +29.4% | 0.39% | +48.7% |
| IYW | Buy | ISHARES TRu.s. tech etf | $898,000 | -5.2% | 4,393 | +7.9% | 0.34% | +13.1% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $893,000 | -6.2% | 14,579 | +17.7% | 0.34% | +11.7% |
| BSCL | Buy | INVESCO EXCH TRD SLF IDX FD | $828,000 | +6.7% | 39,470 | +8.0% | 0.31% | +27.5% |
| ABBV | Buy | ABBVIE INC | $822,000 | -3.5% | 10,795 | +12.2% | 0.31% | +15.3% |
| ORCL | Sell | ORACLE CORP | $819,000 | -13.4% | 16,956 | -5.1% | 0.31% | +3.4% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $798,000 | -18.0% | 14,405 | -4.3% | 0.30% | -2.0% |
| USFR | Sell | WISDOMTREE TRfloatng rat trea | $794,000 | -14.2% | 31,610 | -14.4% | 0.30% | +2.4% |
| CCI | CROWN CASTLE INTL CORP NEW | $773,000 | +1.6% | 5,350 | 0.0% | 0.29% | +20.8% | |
| BLK | Sell | BLACKROCK INC | $754,000 | -13.3% | 1,713 | -1.0% | 0.28% | +3.3% |
| TIP | Buy | ISHARES TRtips bd etf | $728,000 | +2.2% | 6,172 | +1.0% | 0.27% | +21.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $708,000 | +26.9% | 6,384 | +53.2% | 0.27% | +51.1% |
| CL | Buy | COLGATE PALMOLIVE CO | $687,000 | +0.3% | 10,356 | +4.0% | 0.26% | +19.4% |
| IYJ | Buy | ISHARES TRus industrials | $609,000 | -14.5% | 4,905 | +15.5% | 0.23% | +2.2% |
| AGN | Buy | ALLERGAN PLC | $594,000 | -1.5% | 3,355 | +6.3% | 0.22% | +17.4% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $560,000 | +17.9% | 6,561 | +15.9% | 0.21% | +40.0% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $540,000 | -10.9% | 5,606 | +20.3% | 0.20% | +6.3% |
| ATRI | ATRION CORP | $536,000 | -13.4% | 824 | 0.0% | 0.20% | +3.1% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $523,000 | -10.4% | 10,477 | +17.0% | 0.20% | +6.5% |
| COP | Sell | CONOCOPHILLIPS | $520,000 | -57.2% | 16,875 | -9.7% | 0.20% | -49.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $517,000 | -29.7% | 6,034 | +2.2% | 0.19% | -16.0% |
| LOW | Sell | LOWES COS INC | $510,000 | -29.1% | 5,922 | -1.3% | 0.19% | -15.0% |
| INTC | Buy | INTEL CORP | $510,000 | +13.1% | 9,432 | +25.1% | 0.19% | +35.2% |
| IQV | Sell | IQVIA HLDGS INC | $499,000 | -33.3% | 4,625 | -4.4% | 0.19% | -20.4% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $456,000 | -29.3% | 10,119 | -3.6% | 0.17% | -15.8% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $438,000 | -27.0% | 16,958 | -4.9% | 0.16% | -12.7% |
| HSIC | Sell | HENRY SCHEIN INC | $440,000 | -28.3% | 8,705 | -5.4% | 0.16% | -14.5% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $439,000 | -30.5% | 2,777 | -5.9% | 0.16% | -17.1% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $429,000 | -32.9% | 2,981 | -3.9% | 0.16% | -19.9% |
| DISCA | DISCOVERY INC | $428,000 | -40.6% | 22,000 | 0.0% | 0.16% | -29.1% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $427,000 | -27.1% | 4,622 | 0.0% | 0.16% | -13.0% | |
| STIP | ISHARES TR0-5 yr tips etf | $424,000 | -0.9% | 4,247 | 0.0% | 0.16% | +17.8% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $375,000 | -13.0% | 6,721 | 0.0% | 0.14% | +3.7% | |
| FITB | FIFTH THIRD BANCORP | $373,000 | -51.7% | 25,098 | 0.0% | 0.14% | -42.4% | |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $369,000 | -13.0% | 4,591 | -0.6% | 0.14% | +4.5% |
| IBCD | Sell | ISHARES TRibnds mar20 etf | $361,000 | -9.1% | 14,700 | -8.9% | 0.14% | +8.8% |
| NSC | NORFOLK SOUTHERN CORP | $351,000 | -24.8% | 2,405 | 0.0% | 0.13% | -10.2% | |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $350,000 | -34.0% | 6,800 | -2.9% | 0.13% | -21.6% |
| EZM | WISDOMTREE TRus midcap fund | $340,000 | -37.3% | 12,884 | 0.0% | 0.13% | -25.1% | |
| COST | Buy | COSTCO WHSL CORP NEW | $342,000 | +2.4% | 1,200 | +5.5% | 0.13% | +21.9% |
| AZO | Sell | AUTOZONE INC | $327,000 | -35.8% | 387 | -9.4% | 0.12% | -23.1% |
| MRK | Buy | MERCK & CO. INC | $324,000 | -10.5% | 4,210 | +5.8% | 0.12% | +7.0% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $320,000 | -25.4% | 9,384 | -1.9% | 0.12% | -11.1% |
| IJJ | ISHARES TRs&p mc 400vl etf | $320,000 | -35.7% | 2,919 | 0.0% | 0.12% | -23.6% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $317,000 | -39.2% | 1,920 | -28.6% | 0.12% | -27.4% |
| PFE | Buy | PFIZER INC | $318,000 | -15.9% | 9,740 | +0.9% | 0.12% | 0.0% |
| USB | Buy | US BANCORP DEL | $297,000 | -39.8% | 8,614 | +3.6% | 0.11% | -27.7% |
| AXON | Buy | AXON ENTERPRISE INC | $294,000 | -3.0% | 4,156 | +0.5% | 0.11% | +15.8% |
| IYH | Buy | ISHARES TRus hlthcare etf | $291,000 | +8.2% | 1,549 | +24.0% | 0.11% | +28.2% |
| VOO | Sell | VANGUARD INDEX FDS | $283,000 | -37.9% | 1,193 | -22.6% | 0.11% | -26.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $266,000 | -17.1% | 1,030 | +3.8% | 0.10% | -1.0% |
| SSB | SOUTH ST CORP | $255,000 | -32.4% | 4,348 | 0.0% | 0.10% | -19.3% | |
| V | Buy | VISA INC | $256,000 | -11.1% | 1,588 | +3.7% | 0.10% | +5.5% |
| SBUX | Buy | STARBUCKS CORP | $249,000 | +41.5% | 3,787 | +89.1% | 0.09% | +70.9% |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $247,000 | -51.3% | 2,757 | -25.6% | 0.09% | -41.9% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $244,000 | -52.5% | 8,380 | -2.2% | 0.09% | -43.2% |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $234,000 | +6.4% | 11,275 | +9.2% | 0.09% | +27.5% |
| DAL | Sell | DELTA AIR LINES INC DEL | $220,000 | -71.2% | 7,705 | -41.0% | 0.08% | -65.6% |
| VGT | VANGUARD WORLD FDSinf tech etf | $219,000 | -13.4% | 1,035 | 0.0% | 0.08% | +2.5% | |
| ICF | Buy | ISHARES TRcohen steer reit | $211,000 | -21.6% | 2,303 | +0.3% | 0.08% | -7.1% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $208,000 | 0.0% | 3,525 | +38.2% | 0.08% | +20.0% |
| WDFC | Buy | WD-40 CO | $208,000 | +55.2% | 1,035 | +50.0% | 0.08% | +85.7% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $176,000 | -51.4% | 2,355 | -1.6% | 0.07% | -42.1% |
| BAX | Buy | BAXTER INTL INC | $174,000 | -1.1% | 2,144 | +2.0% | 0.06% | +18.2% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $171,000 | -25.0% | 958 | +0.2% | 0.06% | -11.1% |
| DE | Buy | DEERE & CO | $170,000 | -20.2% | 1,233 | +0.4% | 0.06% | -4.5% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $163,000 | -15.1% | 856 | -5.0% | 0.06% | +1.7% |
| TXT | TEXTRON INC | $157,000 | -40.1% | 5,876 | 0.0% | 0.06% | -28.0% | |
| GE | Buy | GENERAL ELECTRIC CO | $157,000 | -24.5% | 19,729 | +6.1% | 0.06% | -9.2% |
| D | DOMINION ENERGY INC | $157,000 | -12.8% | 2,169 | 0.0% | 0.06% | +3.5% | |
| MO | Buy | ALTRIA GROUP INC | $157,000 | -11.8% | 4,050 | +13.3% | 0.06% | +5.4% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $152,000 | -24.4% | 1,554 | -3.1% | 0.06% | -9.5% |
| PM | PHILIP MORRIS INTL INC | $148,000 | -14.5% | 2,031 | 0.0% | 0.06% | +3.7% | |
| VMC | Buy | VULCAN MATLS CO | $145,000 | +49.5% | 1,344 | +100.0% | 0.05% | +74.2% |
| TXN | Buy | TEXAS INSTRS INC | $139,000 | -20.6% | 1,387 | +1.5% | 0.05% | -5.5% |
| SNA | Sell | SNAP ON INC | $137,000 | -71.2% | 1,263 | -55.0% | 0.05% | -66.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $137,000 | -3.5% | 549 | +13.9% | 0.05% | +13.3% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $132,000 | -0.8% | 4,246 | +23.6% | 0.05% | +19.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $131,000 | -18.6% | 922 | +2.6% | 0.05% | -3.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $128,000 | -3.8% | 658 | +4.6% | 0.05% | +14.3% |
| IBDQ | ISHARES TRibonds dec25 etf | $124,000 | -3.1% | 4,950 | 0.0% | 0.05% | +17.5% | |
| GS | Sell | GOLDMAN SACHS GROUP INC | $120,000 | -55.6% | 775 | -34.0% | 0.04% | -47.1% |
| YUM | YUM BRANDS INC | $119,000 | -31.6% | 1,730 | 0.0% | 0.04% | -18.2% | |
| IWN | ISHARES TRrus 2000 val etf | $118,000 | -35.9% | 1,435 | 0.0% | 0.04% | -24.1% | |
| SLB | Sell | SCHLUMBERGER LTD | $116,000 | -68.3% | 8,619 | -5.3% | 0.04% | -61.7% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $113,000 | -27.1% | 1,028 | +1.8% | 0.04% | -14.3% |
| PSX | Sell | PHILLIPS 66 | $113,000 | -53.1% | 2,107 | -2.6% | 0.04% | -44.7% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $109,000 | -28.8% | 414 | +1.7% | 0.04% | -14.6% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $103,000 | +281.5% | 1,343 | +337.5% | 0.04% | +387.5% |
| GPC | GENUINE PARTS CO | $101,000 | -36.5% | 1,500 | 0.0% | 0.04% | -24.0% | |
| ECL | Buy | ECOLAB INC | $101,000 | -6.5% | 649 | +15.9% | 0.04% | +11.8% |
| KMI | Buy | KINDER MORGAN INC DEL | $101,000 | -8.2% | 7,279 | +39.9% | 0.04% | +8.6% |
| NVDA | NVIDIA CORP | $101,000 | +11.0% | 385 | 0.0% | 0.04% | +31.0% | |
| CMCSA | COMCAST CORP NEWcl a | $98,000 | -23.4% | 2,840 | 0.0% | 0.04% | -7.5% | |
| BKNG | Buy | BOOKING HLDGS INC | $98,000 | -6.7% | 73 | +43.1% | 0.04% | +12.1% |
| IBMI | ISHARES TRibonds sep2020 | $99,000 | -1.0% | 3,900 | 0.0% | 0.04% | +19.4% | |
| NVO | NOVO-NORDISK A Sadr | $97,000 | +4.3% | 1,605 | 0.0% | 0.04% | +24.1% | |
| IWR | ISHARES TRrus mid cap etf | $96,000 | -27.3% | 2,216 | 0.0% | 0.04% | -14.3% | |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $96,000 | +9.1% | 1,112 | +6.5% | 0.04% | +28.6% |
| ILCG | ISHARES TRmrngstr lg-cp gr | $97,000 | -11.0% | 520 | 0.0% | 0.04% | +5.9% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $92,000 | -21.4% | 712 | 0.0% | 0.04% | -5.4% | |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $94,000 | +224.1% | 2,460 | +583.3% | 0.04% | +288.9% |
| KMB | KIMBERLY CLARK CORP | $92,000 | -7.1% | 721 | 0.0% | 0.04% | +12.9% | |
| SYY | SYSCO CORP | $91,000 | -46.8% | 2,000 | 0.0% | 0.03% | -37.0% | |
| CPTA | CAPITALA FIN CORP | $89,000 | -64.1% | 28,384 | 0.0% | 0.03% | -57.7% | |
| QCOM | Sell | QUALCOMM INC | $87,000 | -32.6% | 1,283 | -12.5% | 0.03% | -19.5% |
| BP | Sell | BP PLCsponsored adr | $86,000 | -38.1% | 3,530 | -4.1% | 0.03% | -27.3% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $84,000 | -20.0% | 2,415 | +36.2% | 0.03% | -3.0% |
| RY | ROYAL BK CDA | $85,000 | -22.7% | 1,388 | 0.0% | 0.03% | -8.6% | |
| IGSB | Buy | ISHARES TRsh tr crport etf | $85,000 | -1.2% | 1,616 | +0.5% | 0.03% | +18.5% |
| IWF | ISHARES TRrus 1000 grw etf | $79,000 | -14.1% | 525 | 0.0% | 0.03% | +3.4% | |
| MKC | Buy | MCCORMICK & CO INC | $77,000 | -14.4% | 545 | +2.8% | 0.03% | +3.6% |
| FLO | FLOWERS FOODS INC | $76,000 | -6.2% | 3,725 | 0.0% | 0.03% | +16.0% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $77,000 | -9.4% | 1,717 | +17.0% | 0.03% | +7.4% |
| PPG | Sell | PPG INDS INC | $74,000 | -68.4% | 886 | -49.4% | 0.03% | -62.2% |
| YUMC | YUM CHINA HLDGS INC | $74,000 | -10.8% | 1,730 | 0.0% | 0.03% | +7.7% | |
| DD | Sell | DUPONT DE NEMOURS INC | $72,000 | -71.1% | 2,103 | -45.7% | 0.03% | -65.4% |
| DGRW | WISDOMTREE TRus qtly div grt | $71,000 | -19.3% | 1,818 | 0.0% | 0.03% | -3.6% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $73,000 | -13.1% | 826 | 0.0% | 0.03% | +3.8% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $73,000 | -24.0% | 3,515 | 0.0% | 0.03% | -10.0% | |
| DVY | Buy | ISHARES TRselect divid etf | $71,000 | -28.3% | 968 | +3.6% | 0.03% | -12.9% |
| VTV | VANGUARD INDEX FDSvalue etf | $72,000 | -25.0% | 803 | 0.0% | 0.03% | -10.0% | |
| TROW | PRICE T ROWE GROUP INC | $69,000 | -19.8% | 705 | 0.0% | 0.03% | -3.7% | |
| PLD | New | PROLOGIS INC. | $70,000 | – | 866 | +100.0% | 0.03% | – |
| RDSB | ROYAL DUTCH SHELL PLCspon adr b | $66,000 | -45.9% | 2,033 | 0.0% | 0.02% | -34.2% | |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $66,000 | -45.9% | 476 | -24.8% | 0.02% | -34.2% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $66,000 | -47.2% | 1,558 | -24.8% | 0.02% | -35.9% |
| DXCM | Buy | DEXCOM INC | $66,000 | +40.4% | 246 | +15.0% | 0.02% | +66.7% |
| BFS | Sell | SAUL CTRS INC | $65,000 | -84.6% | 2,000 | -75.0% | 0.02% | -82.0% |
| RWR | Sell | SPDR SER TRdj reit etf | $64,000 | -42.3% | 892 | -18.3% | 0.02% | -31.4% |
| BK | Buy | BANK NEW YORK MELLON CORP | $65,000 | -21.7% | 1,941 | +18.3% | 0.02% | -7.7% |
| CAT | CATERPILLAR INC DEL | $63,000 | -21.2% | 540 | 0.0% | 0.02% | -4.0% | |
| VAR | VARIAN MED SYS INC | $63,000 | -27.6% | 613 | 0.0% | 0.02% | -11.1% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $64,000 | -13.5% | 461 | 0.0% | 0.02% | +4.3% | |
| PCAR | PACCAR INC | $60,000 | -22.1% | 979 | 0.0% | 0.02% | -4.2% | |
| AVAV | AEROVIRONMENT INC | $61,000 | -1.6% | 1,000 | 0.0% | 0.02% | +15.0% | |
| IBMJ | ISHARES TRibonds dec2021 | $61,000 | -1.6% | 2,400 | 0.0% | 0.02% | +15.0% | |
| IGE | Buy | ISHARES TRnorth amern nat | $61,000 | -44.0% | 3,653 | +0.5% | 0.02% | -32.4% |
| VO | VANGUARD INDEX FDSmid cap etf | $58,000 | -25.6% | 439 | 0.0% | 0.02% | -12.0% | |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $58,000 | -24.7% | 2,054 | 0.0% | 0.02% | -8.3% | |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $57,000 | -17.4% | 1,280 | +11.8% | 0.02% | -4.5% |
| SDOG | Sell | ALPS ETF TRsectr div dogs | $57,000 | -36.7% | 1,827 | -5.1% | 0.02% | -25.0% |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $55,000 | -8.3% | 545 | 0.0% | 0.02% | +10.5% | |
| IBDC | ISHARES TRibonds mar20 etf | $57,000 | 0.0% | 2,200 | 0.0% | 0.02% | +16.7% | |
| BACPRL | BK OF AMERICA CORP7.25%cnv pfd l | $57,000 | -12.3% | 45 | 0.0% | 0.02% | +5.0% | |
| FVD | FIRST TR VALUE LINE DIVID IN | $57,000 | -23.0% | 2,050 | 0.0% | 0.02% | -8.7% | |
| FISV | FISERV INC | $55,000 | -17.9% | 580 | 0.0% | 0.02% | 0.0% | |
| ILMN | Sell | ILLUMINA INC | $55,000 | -27.6% | 200 | -13.0% | 0.02% | -12.5% |
| SPLG | SPDR SER TRportfolio s&p500 | $53,000 | -19.7% | 1,750 | 0.0% | 0.02% | -4.8% | |
| ALL | ALLSTATE CORP | $53,000 | -18.5% | 576 | 0.0% | 0.02% | 0.0% | |
| EXEL | EXELIXIS INC | $52,000 | -1.9% | 3,000 | 0.0% | 0.02% | +17.6% | |
| SUM | Buy | SUMMIT MATLS INCcl a | $52,000 | +40.5% | 3,454 | +122.3% | 0.02% | +66.7% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $53,000 | -20.9% | 558 | +2.8% | 0.02% | -4.8% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $53,000 | -62.1% | 530 | -39.0% | 0.02% | -54.5% |
| QDEF | FLEXSHARES TRqlt div def idx | $50,000 | -24.2% | 1,377 | 0.0% | 0.02% | -9.5% | |
| BA | Sell | BOEING CO | $50,000 | -63.2% | 334 | -20.3% | 0.02% | -55.8% |
| EWA | ISHARES INCmsci aust etf | $50,000 | -31.5% | 3,203 | 0.0% | 0.02% | -17.4% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $47,000 | -43.4% | 3,298 | +11.2% | 0.02% | -30.8% |
| EES | Buy | WISDOMTREE TRus smallcap fund | $46,000 | +17.9% | 2,055 | +100.5% | 0.02% | +41.7% |
| DHR | Buy | DANAHER CORPORATION | $46,000 | +12.2% | 329 | +23.7% | 0.02% | +30.8% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $44,000 | -10.2% | 231 | +11.1% | 0.02% | +13.3% |
| CMI | CUMMINS INC | $45,000 | -23.7% | 330 | 0.0% | 0.02% | -10.5% | |
| SPYV | SPDR SER TRprtflo s&p500 vl | $46,000 | -25.8% | 1,778 | 0.0% | 0.02% | -15.0% | |
| BFB | BROWN FORMAN CORPcl b | $44,000 | -18.5% | 792 | 0.0% | 0.02% | 0.0% | |
| IHF | ISHARES TRus hlthcr pr etf | $43,000 | -17.3% | 257 | 0.0% | 0.02% | 0.0% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $39,000 | 0.0% | 79 | +19.7% | 0.02% | +25.0% |
| ZTS | Buy | ZOETIS INCcl a | $39,000 | +18.2% | 329 | +33.2% | 0.02% | +50.0% |
| GPN | GLOBAL PMTS INC | $40,000 | -21.6% | 277 | 0.0% | 0.02% | -6.2% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $39,000 | -2.5% | 337 | -5.3% | 0.02% | +15.4% |
| IWD | ISHARES TRrus 1000 val etf | $41,000 | -28.1% | 416 | 0.0% | 0.02% | -16.7% | |
| ISCG | ISHARES TRmrgstr sm cp gr | $39,000 | -22.0% | 235 | 0.0% | 0.02% | -6.2% | |
| LOB | Buy | LIVE OAK BANCSHARES INC | $40,000 | +33.3% | 3,200 | +100.0% | 0.02% | +66.7% |
| TQQQ | PROSHARES TRultrapro qqq | $38,000 | -44.9% | 800 | 0.0% | 0.01% | -36.4% | |
| ANET | ARISTA NETWORKS INC | $36,000 | -2.7% | 180 | 0.0% | 0.01% | +16.7% | |
| SPHD | INVESCO EXCHANGE-TRADED FD Ts&p500 hdl vol | $38,000 | -30.9% | 1,250 | 0.0% | 0.01% | -17.6% | |
| LMT | LOCKHEED MARTIN CORP | $36,000 | -12.2% | 105 | 0.0% | 0.01% | +7.7% | |
| TFI | SPDR SER TRnuveen brc munic | $38,000 | 0.0% | 750 | 0.0% | 0.01% | +16.7% | |
| RTN | Buy | RAYTHEON CO | $36,000 | -26.5% | 271 | +22.6% | 0.01% | -6.7% |
| MELI | MERCADOLIBRE INC | $34,000 | -15.0% | 70 | 0.0% | 0.01% | 0.0% | |
| ROKU | ROKU INC | $34,000 | -34.6% | 385 | 0.0% | 0.01% | -18.8% | |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $35,000 | +6.1% | 443 | +23.1% | 0.01% | +30.0% |
| NOC | NORTHROP GRUMMAN CORP | $34,000 | -10.5% | 111 | 0.0% | 0.01% | +8.3% | |
| MPW | MEDICAL PPTYS TRUST INC | $35,000 | -16.7% | 2,000 | 0.0% | 0.01% | 0.0% | |
| AME | AMETEK INC | $34,000 | -27.7% | 470 | 0.0% | 0.01% | -13.3% | |
| TSCO | TRACTOR SUPPLY CO | $34,000 | -8.1% | 400 | 0.0% | 0.01% | +8.3% | |
| WPC | WP CAREY INC | $35,000 | -27.1% | 596 | 0.0% | 0.01% | -13.3% | |
| EMR | Buy | EMERSON ELEC CO | $31,000 | -35.4% | 642 | +2.6% | 0.01% | -20.0% |
| FDX | FEDEX CORP | $32,000 | -20.0% | 265 | 0.0% | 0.01% | -7.7% | |
| LNC | LINCOLN NATL CORP IND | $33,000 | -55.4% | 1,256 | 0.0% | 0.01% | -47.8% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $32,000 | -28.9% | 900 | 0.0% | 0.01% | -14.3% | |
| ADBE | Buy | ADOBE INC | $31,000 | +47.6% | 96 | +50.0% | 0.01% | +71.4% |
| DOW | Sell | DOW INC | $28,000 | -80.4% | 962 | -63.2% | 0.01% | -75.6% |
| AMP | AMERIPRISE FINL INC | $30,000 | -37.5% | 290 | 0.0% | 0.01% | -26.7% | |
| NOW | SERVICENOW INC | $29,000 | +3.6% | 100 | 0.0% | 0.01% | +22.2% | |
| PYZ | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $29,000 | -35.6% | 707 | 0.0% | 0.01% | -21.4% | |
| IONS | IONIS PHARMACEUTICALS INC | $28,000 | -22.2% | 600 | 0.0% | 0.01% | 0.0% | |
| INTU | Buy | INTUIT | $28,000 | +33.3% | 120 | +50.0% | 0.01% | +57.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $27,000 | +80.0% | 94 | +104.3% | 0.01% | +100.0% |
| GRA | GRACE W R & CO DEL NEW | $26,000 | -49.0% | 735 | 0.0% | 0.01% | -37.5% | |
| C | Sell | CITIGROUP INC | $27,000 | -51.8% | 634 | -9.4% | 0.01% | -44.4% |
| NVS | Buy | NOVARTIS A Gsponsored adr | $26,000 | -7.1% | 310 | +6.5% | 0.01% | +11.1% |
| NUE | NUCOR CORP | $27,000 | -37.2% | 762 | 0.0% | 0.01% | -28.6% | |
| AMAT | APPLIED MATLS INC | $27,000 | -27.0% | 600 | 0.0% | 0.01% | -16.7% | |
| TGT | New | TARGET CORP | $23,000 | – | 250 | +100.0% | 0.01% | – |
| IWV | ISHARES TRrussell 3000 etf | $24,000 | -22.6% | 165 | 0.0% | 0.01% | -10.0% | |
| ANTM | Buy | ANTHEM INC | $23,000 | -11.5% | 102 | +18.6% | 0.01% | +12.5% |
| SCHW | SCHWAB CHARLES CORP | $25,000 | -30.6% | 750 | 0.0% | 0.01% | -18.2% | |
| IBCE | ISHARES TRibnds mar23 etf | $24,000 | -4.0% | 1,000 | 0.0% | 0.01% | +12.5% | |
| CTVA | Sell | CORTEVA INC | $23,000 | -70.9% | 976 | -63.5% | 0.01% | -64.0% |
| GIS | GENERAL MLS INC | $25,000 | -3.8% | 480 | 0.0% | 0.01% | +12.5% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $23,000 | -37.8% | 333 | 0.0% | 0.01% | -25.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $23,000 | -8.0% | 451 | 0.0% | 0.01% | +12.5% | |
| IEMG | ISHARES INCcore msci emkt | $24,000 | -25.0% | 600 | 0.0% | 0.01% | -10.0% | |
| KRC | KILROY RLTY CORP | $25,000 | -26.5% | 400 | 0.0% | 0.01% | -18.2% | |
| ISCV | ISHARES TRmrning sm cp etf | $24,000 | -40.0% | 280 | 0.0% | 0.01% | -30.8% | |
| NKTR | NEKTAR THERAPEUTICS | $21,000 | -19.2% | 1,200 | 0.0% | 0.01% | 0.0% | |
| SIRI | SIRIUS XM HLDGS INC | $20,000 | -31.0% | 4,093 | 0.0% | 0.01% | -11.1% | |
| FDUS | Buy | FIDUS INVT CORP | $21,000 | -48.8% | 3,143 | +15.1% | 0.01% | -38.5% |
| GEF | GREIF INCcl a | $22,000 | -29.0% | 700 | 0.0% | 0.01% | -20.0% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $22,000 | -18.5% | 850 | 0.0% | 0.01% | 0.0% | |
| DEO | DIAGEO P L Cspon adr new | $22,000 | -24.1% | 172 | 0.0% | 0.01% | -11.1% | |
| PNFP | PINNACLE FINL PARTNERS INC | $21,000 | -43.2% | 571 | 0.0% | 0.01% | -33.3% | |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $21,000 | +61.5% | 78 | +50.0% | 0.01% | +100.0% |
| WDAY | WORKDAY INCcl a | $21,000 | -19.2% | 160 | 0.0% | 0.01% | 0.0% | |
| O | REALTY INCOME CORP | $20,000 | -31.0% | 400 | 0.0% | 0.01% | -11.1% | |
| SLF | SUN LIFE FINL INC | $22,000 | -31.2% | 695 | 0.0% | 0.01% | -20.0% | |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $18,000 | -21.7% | 81 | 0.0% | 0.01% | 0.0% | |
| AIZ | ASSURANT INC | $19,000 | -20.8% | 181 | 0.0% | 0.01% | -12.5% | |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $18,000 | -73.5% | 305 | -65.6% | 0.01% | -66.7% |
| KR | KROGER CO | $19,000 | +5.6% | 618 | 0.0% | 0.01% | +16.7% | |
| XEL | XCEL ENERGY INC | $18,000 | -5.3% | 300 | 0.0% | 0.01% | +16.7% | |
| EL | Buy | LAUDER ESTEE COS INCcl a | $18,000 | +12.5% | 114 | +50.0% | 0.01% | +40.0% |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $19,000 | -38.7% | 114 | -47.9% | 0.01% | -30.0% |
| WM | WASTE MGMT INC DEL | $19,000 | -17.4% | 200 | 0.0% | 0.01% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND | $16,000 | -23.8% | 100 | 0.0% | 0.01% | -14.3% | |
| RJF | Buy | RAYMOND JAMES FINANCIAL INC | $15,000 | -28.6% | 234 | +0.4% | 0.01% | -14.3% |
| DKS | DICKS SPORTING GOODS INC | $15,000 | -57.1% | 710 | 0.0% | 0.01% | -45.5% | |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $15,000 | – | 100 | +100.0% | 0.01% | – |
| PBA | PEMBINA PIPELINE CORP | $17,000 | -50.0% | 915 | 0.0% | 0.01% | -45.5% | |
| DXPE | Buy | DXP ENTERPRISES INC NEW | $17,000 | -57.5% | 1,400 | +40.0% | 0.01% | -53.8% |
| IWS | ISHARES TRrus mdcp val etf | $16,000 | -33.3% | 248 | 0.0% | 0.01% | -25.0% | |
| AYI | ACUITY BRANDS INC | $16,000 | -36.0% | 184 | 0.0% | 0.01% | -25.0% | |
| VLO | New | VALERO ENERGY CORP | $15,000 | – | 333 | +100.0% | 0.01% | – |
| CGC | Buy | CANOPY GROWTH CORP | $17,000 | +325.0% | 1,176 | +568.2% | 0.01% | +500.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $15,000 | +15.4% | 69 | +23.2% | 0.01% | +50.0% |
| AMJ | Sell | JPMORGAN CHASE & COalerian ml etn | $16,000 | -64.4% | 1,760 | -14.6% | 0.01% | -57.1% |
| TRV | Buy | TRAVELERS COMPANIES INC | $17,000 | -19.0% | 170 | +10.4% | 0.01% | -14.3% |
| FTV | Buy | FORTIVE CORP | $15,000 | -6.2% | 274 | +33.0% | 0.01% | +20.0% |
| TSLA | Buy | TESLA INC | $15,000 | +36.4% | 28 | +7.7% | 0.01% | +100.0% |
| GCP | GCP APPLIED TECHNOLOGIES INC | $17,000 | -19.0% | 930 | 0.0% | 0.01% | -14.3% | |
| SYK | STRYKER CORP | $17,000 | -19.0% | 100 | 0.0% | 0.01% | -14.3% | |
| SQ | SQUARE INCcl a | $15,000 | -16.7% | 280 | 0.0% | 0.01% | 0.0% | |
| ANSS | Buy | ANSYS INC | $16,000 | +33.3% | 69 | +50.0% | 0.01% | +50.0% |
| LYG | New | LLOYDS BANKING GROUP PLCsponsored adr | $17,000 | – | 11,000 | +100.0% | 0.01% | – |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $17,000 | -19.0% | 455 | 0.0% | 0.01% | -14.3% | |
| IDU | ISHARES TRu.s. utilits etf | $15,000 | -11.8% | 107 | 0.0% | 0.01% | +20.0% | |
| LABU | DIREXION SHS ETF TRsp biotch bl new | $17,000 | -62.2% | 775 | 0.0% | 0.01% | -57.1% | |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $15,000 | +25.0% | 111 | +50.0% | 0.01% | +50.0% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $16,000 | +33.3% | 51 | +50.0% | 0.01% | +50.0% |
| FYLD | CAMBRIA ETF TRcambria fgn shr | $14,000 | -33.3% | 850 | 0.0% | 0.01% | -28.6% | |
| CI | CIGNA CORP NEW | $14,000 | -12.5% | 78 | 0.0% | 0.01% | 0.0% | |
| NPO | ENPRO INDS INC | $14,000 | -39.1% | 343 | 0.0% | 0.01% | -28.6% | |
| APH | Buy | AMPHENOL CORP NEWcl a | $13,000 | 0.0% | 174 | +50.0% | 0.01% | +25.0% |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $13,000 | -35.0% | 1,150 | 0.0% | 0.01% | -16.7% | |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $13,000 | – | 70 | +100.0% | 0.01% | – |
| PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $12,000 | -29.4% | 240 | 0.0% | 0.01% | 0.0% | |
| IBDR | Buy | ISHARES TRibonds dec2026 | $12,000 | +33.3% | 500 | +42.9% | 0.01% | +66.7% |
| ONEQ | FIDELITY COMWLTH TRndq cp idx trk | $12,000 | -14.3% | 40 | 0.0% | 0.01% | +25.0% | |
| MU | MICRON TECHNOLOGY INC | $13,000 | -18.8% | 300 | 0.0% | 0.01% | 0.0% | |
| FLT | Buy | FLEETCOR TECHNOLOGIES INC | $13,000 | -7.1% | 72 | +50.0% | 0.01% | +25.0% |
| SPLV | INVESCO EXCHANGE-TRADED FD Ts&p500 low vol | $14,000 | -22.2% | 300 | 0.0% | 0.01% | -16.7% | |
| NFLX | Buy | NETFLIX INC | $14,000 | +27.3% | 37 | +5.7% | 0.01% | +66.7% |
| NEE | NEXTERA ENERGY INC | $12,000 | 0.0% | 50 | 0.0% | 0.01% | +25.0% | |
| MDT | Buy | MEDTRONIC PLC | $13,000 | +333.3% | 149 | +547.8% | 0.01% | +400.0% |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $13,000 | – | 349 | +100.0% | 0.01% | – |
| SON | SONOCO PRODS CO | $14,000 | -26.3% | 300 | 0.0% | 0.01% | -16.7% | |
| WMGI | WRIGHT MED GROUP N V | $13,000 | -7.1% | 458 | 0.0% | 0.01% | +25.0% | |
| CB | CHUBB LIMITED | $11,000 | -26.7% | 98 | 0.0% | 0.00% | -20.0% | |
| IGIB | ISHARES TRintrm tr crp etf | $11,000 | -8.3% | 200 | 0.0% | 0.00% | 0.0% | |
| IYF | ISHARES TRu.s. finls etf | $11,000 | -26.7% | 108 | 0.0% | 0.00% | -20.0% | |
| LEA | LEAR CORP | $11,000 | -38.9% | 130 | 0.0% | 0.00% | -33.3% | |
| GLW | CORNING INC | $11,000 | -31.2% | 552 | 0.0% | 0.00% | -20.0% | |
| MAIN | MAIN STR CAP CORP | $10,000 | -52.4% | 480 | 0.0% | 0.00% | -42.9% | |
| MCK | MCKESSON CORP | $10,000 | 0.0% | 71 | 0.0% | 0.00% | +33.3% | |
| CDK | Sell | CDK GLOBAL INC | $11,000 | -64.5% | 338 | -40.8% | 0.00% | -60.0% |
| IWB | ISHARES TRrus 1000 etf | $10,000 | -16.7% | 70 | 0.0% | 0.00% | 0.0% | |
| KBWB | Buy | INVESCO EXCHANGE-TRADED FD Tkbw bk etf | $10,000 | +11.1% | 300 | +87.5% | 0.00% | +33.3% |
| JBHT | HUNT J B TRANS SVCS INC | $11,000 | -15.4% | 115 | 0.0% | 0.00% | 0.0% | |
| ATO | ATMOS ENERGY CORP | $10,000 | -9.1% | 100 | 0.0% | 0.00% | +33.3% | |
| SJM | SMUCKER J M CO | $11,000 | +10.0% | 100 | 0.0% | 0.00% | +33.3% | |
| TDTF | Sell | FLEXSHARES TRiboxx 5yr trgt | $10,000 | -28.6% | 400 | -24.4% | 0.00% | 0.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $11,000 | 0.0% | 56 | +21.7% | 0.00% | +33.3% |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $10,000 | -9.1% | 130 | 0.0% | 0.00% | +33.3% | |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $10,000 | -37.5% | 78 | -33.9% | 0.00% | -20.0% |
| AMD | ADVANCED MICRO DEVICES INC | $10,000 | -9.1% | 230 | 0.0% | 0.00% | +33.3% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $11,000 | -31.2% | 99 | 0.0% | 0.00% | -20.0% | |
| EV | New | EATON VANCE CORP | $10,000 | – | 300 | +100.0% | 0.00% | – |
| ETV | EATON VANCE TX MNG BY WRT OP | $11,000 | -15.4% | 900 | 0.0% | 0.00% | 0.0% | |
| REGN | New | REGENERON PHARMACEUTICALS | $7,000 | – | 15 | +100.0% | 0.00% | – |
| MPC | MARATHON PETE CORP | $7,000 | -58.8% | 281 | 0.0% | 0.00% | -40.0% | |
| KBA | KRANESHARES TRbosera msci ch | $9,000 | -10.0% | 300 | 0.0% | 0.00% | 0.0% | |
| HSY | New | HERSHEY CO | $9,000 | – | 65 | +100.0% | 0.00% | – |
| IYM | ISHARES TRu.s. bas mtl etf | $7,000 | -30.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $9,000 | -50.0% | 172 | -27.1% | 0.00% | -50.0% |
| EMN | Sell | EASTMAN CHEM CO | $9,000 | -47.1% | 202 | -7.3% | 0.00% | -40.0% |
| PGR | Buy | PROGRESSIVE CORP OHIO | $7,000 | +75.0% | 90 | +50.0% | 0.00% | +200.0% |
| G | Buy | GENPACT LIMITED | $7,000 | +40.0% | 248 | +100.0% | 0.00% | +50.0% |
| PAYX | Sell | PAYCHEX INC | $9,000 | -67.9% | 150 | -53.8% | 0.00% | -66.7% |
| CCEP | COCA COLA EUROPEAN PARTNERS | $8,000 | -27.3% | 220 | 0.0% | 0.00% | 0.0% | |
| SHOP | SHOPIFY INCcl a | $8,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| ARKK | ARK ETF TRinnovation etf | $7,000 | -12.5% | 150 | 0.0% | 0.00% | 0.0% | |
| ESPR | ESPERION THERAPEUTICS INC NE | $8,000 | -42.9% | 240 | 0.0% | 0.00% | -25.0% | |
| HEP | HOLLY ENERGY PARTNERS L P | $8,000 | -38.5% | 600 | 0.0% | 0.00% | -25.0% | |
| EXC | EXELON CORP | $9,000 | -18.2% | 250 | 0.0% | 0.00% | 0.0% | |
| IP | INTL PAPER CO | $9,000 | -35.7% | 300 | 0.0% | 0.00% | -25.0% | |
| IAU | Sell | ISHARES GOLD TRUSTishares | $8,000 | -38.5% | 500 | -45.5% | 0.00% | -25.0% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $9,000 | -25.0% | 200 | 0.0% | 0.00% | -25.0% | |
| J | JACOBS ENGR GROUP INC | $8,000 | -11.1% | 100 | 0.0% | 0.00% | 0.0% | |
| GILD | New | GILEAD SCIENCES INC | $7,000 | – | 100 | +100.0% | 0.00% | – |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $7,000 | -22.2% | 473 | 0.0% | 0.00% | 0.0% | |
| XLC | SELECT SECTOR SPDR TR | $9,000 | -18.2% | 200 | 0.0% | 0.00% | 0.0% | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $9,000 | -25.0% | 534 | 0.0% | 0.00% | -25.0% | |
| GLUU | Sell | GLU MOBILE INC | $9,000 | 0.0% | 1,430 | -8.0% | 0.00% | 0.0% |
| RSG | REPUBLIC SVCS INC | $9,000 | -18.2% | 118 | 0.0% | 0.00% | 0.0% | |
| RF | REGIONS FINANCIAL CORP NEW | $7,000 | -46.2% | 750 | 0.0% | 0.00% | -25.0% | |
| CVS | CVS HEALTH CORP | $5,000 | -16.7% | 83 | 0.0% | 0.00% | 0.0% | |
| URI | UNITED RENTALS INC | $4,000 | -42.9% | 40 | 0.0% | 0.00% | 0.0% | |
| INO | New | INOVIO PHARMACEUTICALS INC | $4,000 | – | 500 | +100.0% | 0.00% | – |
| SPSM | SPDR SER TRportfolio s&p600 | $4,000 | -42.9% | 200 | 0.0% | 0.00% | 0.0% | |
| OKTA | OKTA INCcl a | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $6,000 | 0.0% | 106 | +10.4% | 0.00% | 0.0% |
| VAW | VANGUARD WORLD FDSmaterials etf | $4,000 | -20.0% | 39 | 0.0% | 0.00% | 0.0% | |
| VPU | VANGUARD WORLD FDSutilities etf | $6,000 | -14.3% | 50 | 0.0% | 0.00% | 0.0% | |
| BIPC | New | BROOKFIELD INFRASTRUCTURE CO | $4,000 | – | 100 | +100.0% | 0.00% | – |
| TEL | Buy | TE CONNECTIVITY LTD | $6,000 | 0.0% | 95 | +46.2% | 0.00% | 0.0% |
| FBNC | FIRST BANCORP N C | $4,000 | -42.9% | 175 | 0.0% | 0.00% | 0.0% | |
| FREL | Sell | FIDELITY COVINGTON TRmsci rl est etf | $5,000 | -64.3% | 250 | -48.7% | 0.00% | -50.0% |
| CAH | CARDINAL HEALTH INC | $4,000 | 0.0% | 74 | 0.0% | 0.00% | +100.0% | |
| WAB | Sell | WABTEC | $5,000 | -44.4% | 109 | -3.5% | 0.00% | -33.3% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $5,000 | +66.7% | 60 | +100.0% | 0.00% | +100.0% |
| ARKG | ARK ETF TRgenomic rev etf | $6,000 | -14.3% | 200 | 0.0% | 0.00% | 0.0% | |
| CHD | New | CHURCH & DWIGHT INC | $4,000 | – | 67 | +100.0% | 0.00% | – |
| TEAM | ATLASSIAN CORP PLCcl a | $4,000 | 0.0% | 30 | 0.0% | 0.00% | +100.0% | |
| VAC | MARRIOTT VACTINS WORLDWID CO | $6,000 | -60.0% | 115 | 0.0% | 0.00% | -60.0% | |
| JCI | JOHNSON CTLS INTL PLC | $4,000 | -20.0% | 133 | 0.0% | 0.00% | 0.0% | |
| HT | HERSHA HOSPITALITY TR | $4,000 | -73.3% | 1,000 | 0.0% | 0.00% | -60.0% | |
| HAS | HASBRO INC | $5,000 | -28.6% | 64 | 0.0% | 0.00% | 0.0% | |
| SRE | Buy | SEMPRA ENERGY | $5,000 | +66.7% | 46 | +100.0% | 0.00% | +100.0% |
| SMDV | Sell | PROSHARES TRruss 2000 divd | $6,000 | -45.5% | 135 | -27.0% | 0.00% | -33.3% |
| IYZ | ISHARES TR | $4,000 | 0.0% | 150 | 0.0% | 0.00% | +100.0% | |
| MS | MORGAN STANLEY | $4,000 | -20.0% | 104 | 0.0% | 0.00% | 0.0% | |
| LUV | Sell | SOUTHWEST AIRLS CO | $5,000 | -68.8% | 135 | -55.0% | 0.00% | -60.0% |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $6,000 | +20.0% | 105 | 0.0% | 0.00% | 0.0% | |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $6,000 | -71.4% | 75 | -58.8% | 0.00% | -71.4% |
| TMUS | T MOBILE US INC | $6,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| SKT | TANGER FACTORY OUTLET CTRS I | $5,000 | -66.7% | 1,029 | 0.0% | 0.00% | -60.0% | |
| KHC | KRAFT HEINZ CO | $4,000 | -33.3% | 181 | 0.0% | 0.00% | 0.0% | |
| FOX | FOX CORP | $5,000 | -28.6% | 200 | 0.0% | 0.00% | 0.0% | |
| XME | Buy | SPDR SER TRs&p metals mng | $4,000 | -33.3% | 237 | +20.3% | 0.00% | 0.0% |
| SDY | SPDR SER TRs&p divid etf | $6,000 | -25.0% | 75 | 0.0% | 0.00% | -33.3% | |
| TM | TOYOTA MOTOR CORP | $6,000 | -14.3% | 51 | 0.0% | 0.00% | 0.0% | |
| F | FORD MTR CO DEL | $6,000 | -50.0% | 1,255 | 0.0% | 0.00% | -50.0% | |
| EOG | New | EOG RES INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| TWLO | Buy | TWILIO INCcl a | $4,000 | +33.3% | 40 | +33.3% | 0.00% | +100.0% |
| MLPI | New | UBS AG JERSEY BRHalerian infrst | $6,000 | – | 760 | +100.0% | 0.00% | – |
| UAA | UNDER ARMOUR INCcl a | $6,000 | -53.8% | 600 | 0.0% | 0.00% | -50.0% | |
| UA | UNDER ARMOUR INCcl c | $5,000 | -58.3% | 604 | 0.0% | 0.00% | -50.0% | |
| FEYE | FIREEYE INC | $3,000 | -40.0% | 300 | 0.0% | 0.00% | -50.0% | |
| DLTR | DOLLAR TREE INC | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| ET | New | ENERGY TRANSFER LP | $2,000 | – | 347 | +100.0% | 0.00% | – |
| SAR | New | SARATOGA INVT CORP | $3,000 | – | 241 | +100.0% | 0.00% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $2,000 | – | 24 | +100.0% | 0.00% | – |
| APPN | New | APPIAN CORPcl a | $3,000 | – | 70 | +100.0% | 0.00% | – |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,000 | -25.0% | 101 | 0.0% | 0.00% | 0.0% | |
| NFG | NATIONAL FUEL GAS CO N J | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| EPAC | New | ENERPAC TOOL GROUP CORP | $2,000 | – | 112 | +100.0% | 0.00% | – |
| CME | CME GROUP INC | $3,000 | -25.0% | 18 | 0.0% | 0.00% | 0.0% | |
| AAL | Sell | AMERICAN AIRLS GROUP INC | $2,000 | -91.3% | 200 | -75.0% | 0.00% | -85.7% |
| RCL | New | ROYAL CARIBBEAN CRUISES LTD | $2,000 | – | 50 | +100.0% | 0.00% | – |
| EPR | EPR PPTYS | $3,000 | -70.0% | 136 | 0.0% | 0.00% | -66.7% | |
| LYV | LIVE NATION ENTERTAINMENT IN | $3,000 | -25.0% | 58 | 0.0% | 0.00% | 0.0% | |
| ITCI | INTRA CELLULAR THERAPIES INC | $2,000 | -60.0% | 150 | 0.0% | 0.00% | -50.0% | |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $2,000 | 0.0% | 246 | +100.0% | 0.00% | 0.0% |
| AYX | ALTERYX INC | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| PRU | New | PRUDENTIAL FINL INC | $3,000 | – | 60 | +100.0% | 0.00% | – |
| AVGO | New | BROADCOM INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
| KOL | VANECK VECTORS ETF TRcoal etf | $2,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $2,000 | -50.0% | 70 | 0.0% | 0.00% | 0.0% | |
| USRT | Buy | ISHARES TRcre u s reit etf | $3,000 | 0.0% | 64 | +33.3% | 0.00% | 0.0% |
| WW | WW INTL INC | $3,000 | -62.5% | 200 | 0.0% | 0.00% | -66.7% | |
| ETSY | ETSY INC | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| XT | Buy | ISHARES TRexponential tech | $3,000 | 0.0% | 83 | +36.1% | 0.00% | 0.0% |
| EPIX | ESSA PHARMA INC | $2,000 | -33.3% | 600 | 0.0% | 0.00% | 0.0% | |
| LEG | LEGGETT & PLATT INC | $3,000 | -50.0% | 125 | 0.0% | 0.00% | -50.0% | |
| EBAY | New | EBAY INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| XRAY | DENTSPLY SIRONA INC | $3,000 | -25.0% | 70 | 0.0% | 0.00% | 0.0% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $2,000 | -71.4% | 400 | 0.0% | 0.00% | -50.0% | |
| IXUS | ISHARES TRcore msci total | $3,000 | -40.0% | 74 | 0.0% | 0.00% | -50.0% | |
| IEZ | Sell | ISHARES TRus oil eq&sv etf | $3,000 | -89.3% | 500 | -64.3% | 0.00% | -88.9% |
| IDV | Buy | ISHARES TRintl sel div etf | $2,000 | -33.3% | 78 | +4.0% | 0.00% | 0.0% |
| COF | Buy | CAPITAL ONE FINL CORP | $2,000 | -33.3% | 48 | +77.8% | 0.00% | 0.0% |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $3,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| KXI | ISHARES TRglb cnsm stp etf | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| SPYG | SPDR SER TRprtflo s&p500 gw | $2,000 | -33.3% | 65 | 0.0% | 0.00% | 0.0% | |
| ALC | ALCON INC | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| ILCB | ISHARES TRmrngstr lg-cp et | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| BZUN | BAOZUN INCsponsored adr | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| IYY | ISHARES TRdow jones us etf | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| ALV | AUTOLIV INC | $2,000 | -50.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CVET | Sell | COVETRUS INC | $3,000 | -50.0% | 308 | -31.2% | 0.00% | -50.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $3,000 | +50.0% | 34 | +161.5% | 0.00% | 0.0% |
| PFF | Sell | ISHARES TRpfd and incm sec | $2,000 | -92.0% | 70 | -89.6% | 0.00% | -87.5% |
| IEO | Buy | ISHARES TRus oil gs ex etf | $2,000 | 0.0% | 68 | +78.9% | 0.00% | 0.0% |
| MFA | Sell | MFA FINL INC | $3,000 | -91.2% | 1,635 | -63.3% | 0.00% | -90.9% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| BHF | Sell | BRIGHTHOUSE FINL INC | $0 | -100.0% | 12 | -36.8% | 0.00% | – |
| DELL | DELL TECHNOLOGIES INCcl c | $0 | -100.0% | 11 | 0.0% | 0.00% | – | |
| PIPR | PIPER SANDLER COMPANIES | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| NVTA | New | INVITAE CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
| ONLN | PROSHARES TRonline rtl etf | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| JWN | NORDSTROM INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| QRVO | QORVO INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| DISCK | New | DISCOVERY INC | $1,000 | – | 71 | +100.0% | 0.00% | – |
| RRC | RANGE RES CORP | $0 | -100.0% | 200 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORPsponsored adr | $0 | – | 118 | 0.0% | 0.00% | – | |
| CBRL | New | CRACKER BARREL OLD CTRY STOR | $1,000 | – | 13 | +100.0% | 0.00% | – |
| NOV | NATIONAL OILWELL VARCO INC | $1,000 | -66.7% | 125 | 0.0% | 0.00% | -100.0% | |
| REZI | Sell | RESIDEO TECHNOLOGIES INC | $1,000 | -85.7% | 244 | -59.1% | 0.00% | -100.0% |
| DOV | New | DOVER CORP | $1,000 | – | 17 | +100.0% | 0.00% | – |
| MIK | MICHAELS COS INC | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $0 | – | 10 | 0.0% | 0.00% | – | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $0 | – | 9 | +125.0% | 0.00% | – |
| CF | CF INDS HLDGS INC | $1,000 | -50.0% | 50 | 0.0% | 0.00% | -100.0% | |
| IDXX | IDEXX LABS INC | $0 | -100.0% | 2 | 0.0% | 0.00% | – | |
| CIT | CIT GROUP INC | $1,000 | -66.7% | 61 | 0.0% | 0.00% | -100.0% | |
| AVNS | AVANOS MED INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| AUG | AURYN RES INC | $1,000 | -50.0% | 1,400 | 0.0% | 0.00% | -100.0% | |
| GPRO | GOPRO INCcl a | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -5 | -100.0% | 0.00% | – |
| LITE | LUMENTUM HLDGS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| AFL | AFLAC INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| LULU | LULULEMON ATHLETICA INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| UTF | Exit | COHEN & STEERS INFRASTRUCTUR | $0 | – | -15 | -100.0% | 0.00% | – |
| GD | GENERAL DYNAMICS CORP | $1,000 | -50.0% | 10 | 0.0% | 0.00% | -100.0% | |
| IYR | ISHARES TRu.s. real es etf | $0 | -100.0% | 7 | 0.0% | 0.00% | – | |
| SAVE | New | SPIRIT AIRLS INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| S | SPRINT CORPORATION | $1,000 | – | 59 | 0.0% | 0.00% | – | |
| TREE | LENDINGTREE INC NEW | $1,000 | -50.0% | 6 | 0.0% | 0.00% | -100.0% | |
| SMRTQ | STEIN MART INC | $0 | -100.0% | 1,000 | 0.0% | 0.00% | – | |
| GTX | Sell | GARRETT MOTION INC | $0 | -100.0% | 167 | -57.6% | 0.00% | -100.0% |
| LVS | Sell | LAS VEGAS SANDS CORP | $1,000 | -98.9% | 15 | -98.9% | 0.00% | -100.0% |
| FTRCQ | Buy | FRONTIER COMMUNICATIONS CORP | $0 | – | 12 | +33.3% | 0.00% | – |
| CTRA | CONTURA ENERGY INC | $0 | – | 24 | 0.0% | 0.00% | – | |
| EA | ELECTRONIC ARTS INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| CRCQQ | CALIFORNIA RES CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| TTE | New | TOTAL S.A.sponsored ads | $1,000 | – | 38 | +100.0% | 0.00% | – |
| ELY | Sell | CALLAWAY GOLF CO | $0 | -100.0% | 9 | -79.1% | 0.00% | – |
| TSN | New | TYSON FOODS INCcl a | $0 | – | 4 | +100.0% | 0.00% | – |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | – | 10 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| FIT | FITBIT INCcl a | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| SVVC | FIRSTHAND TECH VALUE FD INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| FHN | FIRST HORIZON NATL CORP | $0 | – | 8 | 0.0% | 0.00% | – | |
| AJRD | AEROJET ROCKETDYNE HLDGS INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $0 | -100.0% | 43 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| ADX | Sell | ADAMS DIVERSIFIED EQUITY FD | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $1,000 | -98.9% | 50 | -97.1% | 0.00% | -100.0% |
| WEN | WENDYS CO | $0 | – | 15 | 0.0% | 0.00% | – | |
| JCPNQ | PENNEY J C CORP INC | $0 | – | 125 | 0.0% | 0.00% | – | |
| BURG | CHANTICLEER HLDGS INC | $0 | – | 30 | 0.0% | 0.00% | – | |
| NVT | NVENT ELECTRIC PLC | $0 | – | 19 | 0.0% | 0.00% | – | |
| PNR | PENTAIR PLC | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| CC | Sell | CHEMOURS CO | $0 | -100.0% | 16 | -98.0% | 0.00% | -100.0% |
| VNE | Exit | VEONEER INCORPORATED | $0 | – | -50 | -100.0% | 0.00% | – |
| IGV | New | ISHARES TRexpanded tech | $1,000 | – | 3 | +100.0% | 0.00% | – |
| JPS | NUVEEN PFD & INCM SECURTIES | $0 | – | 16 | 0.0% | 0.00% | – | |
| OXY | OCCIDENTAL PETE CORP | $1,000 | -66.7% | 75 | 0.0% | 0.00% | -100.0% | |
| DNOW | NOW INC | $0 | – | 31 | 0.0% | 0.00% | – | |
| PRK | PARK NATL CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| DK | DELEK US HLDGS INC NEW | $0 | – | 5 | 0.0% | 0.00% | – | |
| PHYS | Exit | SPROTT PHYSICAL GOLD TRUSTunit | $0 | – | -200 | -100.0% | -0.00% | – |
| IVZ | Exit | INVESCO LTD | $0 | – | -200 | -100.0% | -0.00% | – |
| FYC | Exit | FIRST TR EXCNGE TRD ALPHADEXsml cp grw alp | $0 | – | -93 | -100.0% | -0.00% | – |
| FTC | Exit | FIRST TR LRG CP GRWTH ALPHAD | $0 | – | -58 | -100.0% | -0.00% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -25 | -100.0% | -0.00% | – |
| ZS | Exit | ZSCALER INC | $0 | – | -50 | -100.0% | -0.00% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -140 | -100.0% | -0.00% | – |
| HGV | Exit | HILTON GRAND VACATIONS INC | $0 | – | -100 | -100.0% | -0.00% | – |
| FNY | Exit | FIRST TR EXCNGE TRD ALPHADEXmid cp gr alph | $0 | – | -90 | -100.0% | -0.00% | – |
| FMO | Exit | FIDUCIARY CLAYMORE ENGRY INF | $0 | – | -500 | -100.0% | -0.00% | – |
| EPAC | Exit | ACTUANT CORPcl a new | $0 | – | -112 | -100.0% | -0.00% | – |
| MRO | Exit | MARATHON OIL CORP | $0 | – | -500 | -100.0% | -0.00% | – |
| PK | Exit | PARK HOTELS RESORTS INC | $0 | – | -216 | -100.0% | -0.00% | – |
| BX | Exit | BLACKSTONE GROUP INC | $0 | – | -100 | -100.0% | -0.00% | – |
| WYND | Exit | WYNDHAM DESTINATIONS INC | $0 | – | -115 | -100.0% | -0.00% | – |
| MTUM | Exit | ISHARES TRusa momentum fct | $0 | – | -46 | -100.0% | -0.00% | – |
| GSLC | Exit | GOLDMAN SACHS ETF TRequity etf | $0 | – | -93 | -100.0% | -0.00% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -50 | -100.0% | -0.00% | – |
| RJI | Exit | SWEDISH EXPT CR CORProg ttl etn 22 | $0 | – | -1,299 | -100.0% | -0.00% | – |
| WH | Exit | WYNDHAM HOTELS & RESORTS INC | $0 | – | -115 | -100.0% | -0.00% | – |
| BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -140 | -100.0% | -0.00% | – |
| ADS | Exit | ALLIANCE DATA SYSTEMS CORP | $0 | – | -80 | -100.0% | -0.00% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -85 | -100.0% | -0.00% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -106 | -100.0% | -0.00% | – |
| BKLN | Exit | INVESCO EXCHNG TRADED FD TRsr ln etf | $0 | – | -604 | -100.0% | -0.00% | – |
| NEAR | Exit | ISHARES US ETF TRsht mat bd etf | $0 | – | -549 | -100.0% | -0.01% | – |
| JPST | Exit | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $0 | – | -816 | -100.0% | -0.01% | – |
| GDI | Exit | GARDNER DENVER HLDGS INC | $0 | – | -1,150 | -100.0% | -0.01% | – |
| CM | Exit | CDN IMPERIAL BK COMM TORONTO | $0 | – | -525 | -100.0% | -0.01% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -1,239 | -100.0% | -0.02% | – |
| LPT | Exit | LIBERTY PPTY TRsh ben int | $0 | – | -1,285 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 5.4% |
| APPLE INC | 20 | Q3 2023 | 5.5% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 7.4% |
| MICROSOFT CORP | 20 | Q3 2023 | 4.3% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 2.6% |
| JOHNSON & JOHNSON | 20 | Q3 2023 | 2.5% |
| HOME DEPOT INC | 20 | Q3 2023 | 2.5% |
| MASTERCARD INCORPORATED | 20 | Q3 2023 | 2.5% |
| ALPHABET INC | 20 | Q3 2023 | 2.5% |
| JPMORGAN CHASE & CO | 20 | Q3 2023 | 2.3% |
View Laurel Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-01 |
| 13F-HR | 2021-11-12 |
View Laurel Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.