$385 Million is the total value of Laurel Wealth Advisors LLC's 584 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $19,945,000 | +11.0% | 141,286 | +1.1% | 5.18% | -3.4% |
| AAPL | Buy | APPLE INC | $19,831,000 | +19.5% | 149,450 | +4.3% | 5.15% | +4.0% |
| MSFT | Buy | MICROSOFT CORP | $14,300,000 | +9.0% | 64,294 | +3.1% | 3.72% | -5.1% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $11,478,000 | -12.5% | 33 | -19.5% | 2.98% | -23.9% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $11,153,000 | +48.2% | 218,253 | +48.0% | 2.90% | +29.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $9,375,000 | +12.3% | 25,074 | +0.6% | 2.44% | -2.2% |
| TFLO | Buy | ISHARES TRtrs flt rt bd | $8,860,000 | +0.8% | 176,240 | +0.9% | 2.30% | -12.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $8,810,000 | +7.0% | 24,681 | +1.3% | 2.29% | -6.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $8,722,000 | +13.1% | 55,423 | +7.0% | 2.27% | -1.6% |
| AMZN | Buy | AMAZON COM INC | $8,351,000 | +19.5% | 2,564 | +15.5% | 2.17% | +3.9% |
| HD | Buy | HOME DEPOT INC | $8,057,000 | -0.7% | 30,333 | +3.8% | 2.09% | -13.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $7,657,000 | +26.1% | 4,369 | +5.5% | 1.99% | +9.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $7,414,000 | +33.7% | 58,349 | +1.3% | 1.93% | +16.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $7,217,000 | +27.1% | 78,526 | -2.9% | 1.88% | +10.6% |
| DUK | Buy | DUKE ENERGY CORP NEW | $6,439,000 | +5.5% | 70,322 | +2.0% | 1.67% | -8.2% |
| DIS | Buy | DISNEY WALT CO | $6,348,000 | +51.1% | 35,039 | +3.5% | 1.65% | +31.5% |
| BAC | Buy | BK OF AMERICA CORP | $5,979,000 | +38.3% | 197,255 | +9.9% | 1.55% | +20.4% |
| WMT | Buy | WALMART INC | $5,739,000 | +6.0% | 39,810 | +2.9% | 1.49% | -7.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $5,354,000 | +25.3% | 22,859 | +5.4% | 1.39% | +9.1% |
| NKE | Sell | NIKE INCcl b | $5,311,000 | +9.9% | 37,542 | -2.5% | 1.38% | -4.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $5,207,000 | +1.4% | 37,422 | +1.3% | 1.35% | -11.7% |
| ABT | Buy | ABBOTT LABS | $4,831,000 | +4.6% | 44,121 | +4.0% | 1.26% | -8.9% |
| MBB | Buy | ISHARES TRmbs etf | $4,736,000 | +15.5% | 43,001 | +15.8% | 1.23% | +0.6% |
| AMGN | Buy | AMGEN INC | $4,391,000 | +3.4% | 19,096 | +14.3% | 1.14% | -10.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,188,000 | +111.0% | 18,061 | +93.7% | 1.09% | +83.5% |
| MCD | Buy | MCDONALDS CORP | $4,118,000 | +1.2% | 19,191 | +3.5% | 1.07% | -12.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $3,897,000 | +6.3% | 53,417 | -7.2% | 1.01% | -7.5% |
| LLY | Buy | LILLY ELI & CO | $3,891,000 | +15.0% | 23,044 | +0.8% | 1.01% | 0.0% |
| PEP | Buy | PEPSICO INC | $3,854,000 | +25.9% | 25,991 | +17.6% | 1.00% | +9.6% |
| HON | Buy | HONEYWELL INTL INC | $3,802,000 | +31.5% | 17,877 | +1.8% | 0.99% | +14.5% |
| CSCO | Buy | CISCO SYS INC | $3,507,000 | +22.9% | 78,371 | +8.2% | 0.91% | +6.9% |
| FB | Buy | FACEBOOK INCcl a | $3,472,000 | +10.1% | 12,711 | +5.5% | 0.90% | -4.2% |
| DG | Sell | DOLLAR GEN CORP NEW | $3,455,000 | -3.8% | 16,427 | -4.1% | 0.90% | -16.2% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $3,415,000 | -1.6% | 20,281 | -2.6% | 0.89% | -14.3% |
| CRM | Buy | SALESFORCE COM INC | $3,313,000 | -4.6% | 14,889 | +7.7% | 0.86% | -17.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,193,000 | +10.1% | 54,342 | +11.5% | 0.83% | -4.2% |
| KO | Buy | COCA COLA CO | $3,128,000 | +30.3% | 57,042 | +17.3% | 0.81% | +13.4% |
| BDX | Buy | BECTON DICKINSON & CO | $3,053,000 | +13.5% | 12,200 | +5.5% | 0.79% | -1.2% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $3,042,000 | +25.1% | 17,262 | -1.0% | 0.79% | +9.0% |
| GNMA | Buy | ISHARES TRgnma bond etf | $3,032,000 | +19.0% | 59,455 | +19.3% | 0.79% | +3.5% |
| MUB | Buy | ISHARES TRnational mun etf | $3,016,000 | +8.4% | 25,731 | +7.2% | 0.78% | -5.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,981,000 | +32.5% | 15,202 | +1.2% | 0.78% | +15.3% |
| TFC | Sell | TRUIST FINL CORP | $2,888,000 | +25.7% | 60,260 | -0.2% | 0.75% | +9.5% |
| MMM | Buy | 3M CO | $2,787,000 | +9.3% | 15,947 | +0.2% | 0.72% | -5.0% |
| ABBV | Buy | ABBVIE INC | $2,731,000 | +42.1% | 25,486 | +16.2% | 0.71% | +23.7% |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $2,710,000 | -0.4% | 124,590 | 0.0% | 0.70% | -13.4% | |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $2,393,000 | +1.4% | 106,859 | +0.4% | 0.62% | -11.8% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $2,340,000 | -3.6% | 79,370 | -21.3% | 0.61% | -16.1% |
| UNP | Sell | UNION PAC CORP | $2,298,000 | +5.3% | 11,035 | -0.5% | 0.60% | -8.4% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,255,000 | +15.6% | 8,902 | +3.9% | 0.59% | +0.7% |
| RGA | Buy | REINSURANCE GRP OF AMERICA I | $2,196,000 | +117.2% | 18,945 | +78.4% | 0.57% | +89.1% |
| IBDN | Buy | ISHARES TRibonds dec22 etf | $2,048,000 | +2.5% | 80,100 | +2.7% | 0.53% | -10.9% |
| IBDM | Buy | ISHARES TRibonds dec21 etf | $2,018,000 | +1.5% | 81,000 | +2.0% | 0.52% | -11.8% |
| TJX | Sell | TJX COS INC NEW | $2,015,000 | +22.4% | 29,501 | -0.3% | 0.52% | +6.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,960,000 | +23.7% | 1,119 | +3.8% | 0.51% | +7.6% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $1,927,000 | +3.1% | 73,350 | +2.9% | 0.50% | -10.2% |
| ENB | Buy | ENBRIDGE INC | $1,901,000 | +76.7% | 59,432 | +61.3% | 0.49% | +53.9% |
| T | Sell | AT&T INC | $1,818,000 | -3.0% | 63,223 | -3.8% | 0.47% | -15.5% |
| BSCP | Sell | INVESCO EXCH TRD SLF IDX FD | $1,765,000 | +0.6% | 77,975 | -0.6% | 0.46% | -12.4% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,673,000 | +37.4% | 23,400 | +10.5% | 0.44% | +19.5% |
| ATRI | Buy | ATRION CORP | $1,589,000 | +207.9% | 2,474 | +200.2% | 0.41% | +168.2% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,554,000 | +5.7% | 23,042 | +0.5% | 0.40% | -8.0% |
| IYW | Buy | ISHARES TRu.s. tech etf | $1,514,000 | -4.8% | 17,795 | +236.7% | 0.39% | -17.3% |
| SO | Buy | SOUTHERN CO | $1,511,000 | +32.1% | 24,598 | +16.6% | 0.39% | +14.9% |
| CVX | Sell | CHEVRON CORP NEW | $1,513,000 | +9.7% | 17,921 | -6.4% | 0.39% | -4.6% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $1,501,000 | +68.5% | 9,428 | +76.2% | 0.39% | +46.6% |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,493,000 | +118.0% | 38,760 | +106.3% | 0.39% | +89.3% |
| GLD | Buy | SPDR GOLD TR | $1,491,000 | +3.1% | 8,362 | +2.5% | 0.39% | -10.2% |
| BLK | Sell | BLACKROCK INC | $1,381,000 | +27.4% | 1,915 | -0.4% | 0.36% | +10.8% |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,322,000 | – | 29,787 | +100.0% | 0.34% | – |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $1,320,000 | +1.1% | 9,558 | -1.4% | 0.34% | -12.1% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $1,233,000 | +9.6% | 13,562 | -2.8% | 0.32% | -4.8% |
| FLRN | Sell | SPDR SER TRblomberg brc inv | $1,217,000 | -8.0% | 39,786 | -8.0% | 0.32% | -20.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $1,202,000 | +19.1% | 14,056 | +7.5% | 0.31% | +3.7% |
| ICLN | New | ISHARES TRgl clean ene etf | $1,139,000 | – | 40,350 | +100.0% | 0.30% | – |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $1,140,000 | +5.7% | 42,900 | +5.1% | 0.30% | -8.1% |
| SSB | Buy | SOUTH ST CORP | $1,120,000 | +435.9% | 15,490 | +256.3% | 0.29% | +369.4% |
| SGOV | Buy | ISHARES TR0-3 mnth treasry | $1,100,000 | +131.6% | 10,995 | +131.7% | 0.29% | +101.4% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,021,000 | +17.8% | 16,276 | +11.4% | 0.26% | +2.3% |
| XOM | Sell | EXXON MOBIL CORP | $1,016,000 | +0.5% | 24,645 | -16.3% | 0.26% | -12.6% |
| ORCL | Sell | ORACLE CORP | $965,000 | +1.0% | 14,921 | -6.7% | 0.25% | -11.9% |
| IQV | Buy | IQVIA HLDGS INC | $919,000 | +28.4% | 5,130 | +13.0% | 0.24% | +11.7% |
| VOO | Sell | VANGUARD INDEX FDS | $889,000 | +4.1% | 2,586 | -6.8% | 0.23% | -9.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $873,000 | +25.8% | 12,631 | +9.8% | 0.23% | +9.7% |
| LOW | Sell | LOWES COS INC | $857,000 | -12.0% | 5,337 | -9.1% | 0.22% | -23.4% |
| TIP | Sell | ISHARES TRtips bd etf | $843,000 | -1.4% | 6,607 | -2.3% | 0.22% | -14.1% |
| IYJ | Buy | ISHARES TRus industrials | $820,000 | +0.9% | 8,450 | +73.7% | 0.21% | -12.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $803,000 | -3.6% | 6,377 | -6.9% | 0.21% | -16.1% |
| USFR | Sell | WISDOMTREE TRfloatng rat trea | $806,000 | -3.5% | 32,100 | -3.5% | 0.21% | -16.1% |
| BSCL | INVESCO EXCH TRD SLF IDX FD | $796,000 | -0.6% | 37,550 | 0.0% | 0.21% | -13.4% | |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $794,000 | +20.9% | 10,991 | +300.3% | 0.21% | +5.1% |
| PAVE | New | GLOBAL X FDSus infr dev etf | $761,000 | – | 35,875 | +100.0% | 0.20% | – |
| WFC | Sell | WELLS FARGO CO NEW | $749,000 | -21.6% | 24,810 | -38.9% | 0.20% | -31.6% |
| AXP | Sell | AMERICAN EXPRESS CO | $742,000 | +20.1% | 6,134 | -0.5% | 0.19% | +4.3% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $732,000 | +25.8% | 2,552 | -2.9% | 0.19% | +9.2% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $707,000 | +14.0% | 9,762 | +0.2% | 0.18% | -0.5% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $696,000 | +16.4% | 5,438 | +2.3% | 0.18% | +1.1% |
| FITB | FIFTH THIRD BANCORP | $692,000 | +29.3% | 25,098 | 0.0% | 0.18% | +12.5% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $689,000 | +39.2% | 5,299 | +24.9% | 0.18% | +20.9% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $682,000 | +22.2% | 6,532 | +21.7% | 0.18% | +6.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $665,000 | +36.3% | 2,892 | +9.8% | 0.17% | +18.5% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $665,000 | +55.4% | 12,735 | +54.9% | 0.17% | +35.2% |
| DISCA | DISCOVERY INC | $662,000 | +38.2% | 22,000 | 0.0% | 0.17% | +20.3% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $616,000 | +17.1% | 4,622 | 0.0% | 0.16% | +1.9% | |
| HSIC | HENRY SCHEIN INC | $568,000 | +13.8% | 8,495 | 0.0% | 0.15% | -0.7% | |
| NSC | Sell | NORFOLK SOUTHN CORP | $566,000 | +9.9% | 2,380 | -1.0% | 0.15% | -4.5% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $557,000 | -3.0% | 6,311 | -3.1% | 0.14% | -15.2% |
| PFE | Buy | PFIZER INC | $523,000 | +9.4% | 14,202 | +9.0% | 0.14% | -4.9% |
| AXON | AXON ENTERPRISE INC | $509,000 | +35.0% | 4,156 | 0.0% | 0.13% | +16.8% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $503,000 | +32.0% | 8,114 | +28.4% | 0.13% | +14.9% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $489,000 | +17.8% | 9,466 | +0.5% | 0.13% | +2.4% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $490,000 | +31.4% | 12,988 | +6.3% | 0.13% | +14.4% |
| COP | Sell | CONOCOPHILLIPS | $487,000 | -0.8% | 12,185 | -18.6% | 0.13% | -13.6% |
| SBUX | Sell | STARBUCKS CORP | $475,000 | +9.7% | 4,444 | -11.9% | 0.12% | -4.7% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $472,000 | +20.4% | 5,305 | -7.5% | 0.12% | +5.1% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $464,000 | +14.9% | 12,880 | 0.0% | 0.12% | 0.0% | |
| INTC | Buy | INTEL CORP | $441,000 | +4.0% | 8,852 | +8.1% | 0.12% | -9.4% |
| COST | COSTCO WHSL CORP NEW | $434,000 | +6.1% | 1,153 | 0.0% | 0.11% | -7.4% | |
| ARKK | Buy | ARK ETF TRinnovation etf | $431,000 | +2978.6% | 3,462 | +2208.0% | 0.11% | +2700.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $430,000 | +12.0% | 1,146 | +0.4% | 0.11% | -2.6% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $426,000 | +4.2% | 6,680 | +277.4% | 0.11% | -9.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $394,000 | +113.0% | 1,694 | +169.3% | 0.10% | +85.5% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $388,000 | +762.2% | 19,818 | +591.0% | 0.10% | +676.9% |
| AZO | AUTOZONE INC | $388,000 | +0.8% | 327 | 0.0% | 0.10% | -12.2% | |
| USB | Sell | US BANCORP DEL | $382,000 | +28.6% | 8,208 | -0.9% | 0.10% | +11.2% |
| EZM | Sell | WISDOMTREE TRus midcap fund | $364,000 | +2.5% | 8,384 | -19.3% | 0.10% | -10.4% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $357,000 | -1.4% | 7,044 | -1.4% | 0.09% | -13.9% |
| EFG | Buy | ISHARES TReafe grwth etf | $346,000 | +16.9% | 3,429 | +4.0% | 0.09% | +2.3% |
| MRK | Buy | MERCK & CO. INC | $345,000 | 0.0% | 4,221 | +1.6% | 0.09% | -12.6% |
| RY | Buy | ROYAL BK CDA | $346,000 | +256.7% | 4,213 | +203.5% | 0.09% | +210.3% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $343,000 | +10.6% | 970 | -2.5% | 0.09% | -4.3% |
| IYH | Sell | ISHARES TRus hlthcare etf | $344,000 | -4.2% | 1,399 | -11.4% | 0.09% | -16.8% |
| DE | Sell | DEERE & CO | $326,000 | +19.4% | 1,213 | -1.6% | 0.08% | +3.7% |
| V | Sell | VISA INC | $316,000 | +8.2% | 1,445 | -1.1% | 0.08% | -5.7% |
| DD | Buy | DUPONT DE NEMOURS INC | $311,000 | +87.3% | 4,376 | +45.8% | 0.08% | +62.0% |
| MAR | MARRIOTT INTL INC NEWcl a | $311,000 | +42.7% | 2,355 | 0.0% | 0.08% | +24.6% | |
| TXN | Buy | TEXAS INSTRS INC | $298,000 | +20.6% | 1,813 | +4.8% | 0.08% | +4.1% |
| LULU | Buy | LULULEMON ATHLETICA INC | $286,000 | +24.9% | 821 | +18.0% | 0.07% | +8.8% |
| TXT | TEXTRON INC | $284,000 | +34.0% | 5,876 | 0.0% | 0.07% | +17.5% | |
| QCOM | Buy | QUALCOMM INC | $260,000 | +61.5% | 1,704 | +24.7% | 0.07% | +41.7% |
| ICF | Buy | ISHARES TRcohen steer reit | $251,000 | +5.9% | 4,659 | +100.9% | 0.06% | -8.5% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $251,000 | -5.6% | 3,714 | -12.9% | 0.06% | -17.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $239,000 | +13.3% | 763 | +0.3% | 0.06% | -1.6% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $234,000 | +5.9% | 1,456 | -3.1% | 0.06% | -7.6% |
| GE | Sell | GENERAL ELECTRIC CO | $222,000 | +53.1% | 20,514 | -12.0% | 0.06% | +34.9% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $223,000 | +4.7% | 5,890 | -17.2% | 0.06% | -9.4% |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $216,000 | +0.5% | 9,875 | 0.0% | 0.06% | -12.5% | |
| IBMJ | Buy | ISHARES TRibonds dec2021 | $212,000 | +241.9% | 8,216 | +242.3% | 0.06% | +189.5% |
| D | Buy | DOMINION ENERGY INC | $211,000 | +21.3% | 2,808 | +27.2% | 0.06% | +5.8% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $209,000 | -17.4% | 2,365 | -28.0% | 0.05% | -28.9% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $208,000 | +14.3% | 1,067 | 0.0% | 0.05% | 0.0% | |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $201,000 | +12.9% | 3,131 | -2.7% | 0.05% | -1.9% |
| SNA | Buy | SNAP ON INC | $191,000 | +24.8% | 1,118 | +7.7% | 0.05% | +8.7% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $191,000 | +33.6% | 1,447 | +0.4% | 0.05% | +16.3% |
| YUM | YUM BRANDS INC | $188,000 | +19.0% | 1,730 | 0.0% | 0.05% | +4.3% | |
| ITW | ILLINOIS TOOL WKS INC | $183,000 | +5.2% | 899 | 0.0% | 0.05% | -7.7% | |
| WDFC | WD-40 CO | $183,000 | +39.7% | 690 | 0.0% | 0.05% | +23.1% | |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $175,000 | -41.5% | 1,157 | -54.8% | 0.04% | -49.4% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $174,000 | +23.4% | 415 | 0.0% | 0.04% | +7.1% | |
| BAX | BAXTER INTL INC | $172,000 | 0.0% | 2,144 | 0.0% | 0.04% | -11.8% | |
| PM | PHILIP MORRIS INTL INC | $164,000 | +10.1% | 1,981 | 0.0% | 0.04% | -2.3% | |
| VIS | Sell | VANGUARD WORLD FDSindustrial etf | $162,000 | +8.7% | 953 | -7.3% | 0.04% | -4.5% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $162,000 | +10.2% | 462 | -1.7% | 0.04% | -4.5% |
| IWR | ISHARES TRrus mid cap etf | $152,000 | +19.7% | 2,216 | 0.0% | 0.04% | +5.3% | |
| CMCSA | COMCAST CORP NEWcl a | $149,000 | +13.7% | 2,840 | 0.0% | 0.04% | 0.0% | |
| ILCG | ISHARES TRmrngstr lg-cp gr | $151,000 | +8.6% | 520 | 0.0% | 0.04% | -7.1% | |
| SYY | SYSCO CORP | $149,000 | +20.2% | 2,000 | 0.0% | 0.04% | +5.4% | |
| GPC | GENUINE PARTS CO | $151,000 | +5.6% | 1,500 | 0.0% | 0.04% | -9.3% | |
| SLB | Sell | SCHLUMBERGER LTD | $149,000 | +21.1% | 6,835 | -13.6% | 0.04% | +5.4% |
| NVDA | NVIDIA CORPORATION | $149,000 | -3.2% | 285 | 0.0% | 0.04% | -15.2% | |
| MO | ALTRIA GROUP INC | $138,000 | +6.2% | 3,355 | 0.0% | 0.04% | -7.7% | |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $135,000 | +57.0% | 1,190 | +46.7% | 0.04% | +34.6% |
| IBDQ | ISHARES TRibonds dec25 etf | $135,000 | +0.7% | 4,950 | 0.0% | 0.04% | -12.5% | |
| GS | Sell | GOLDMAN SACHS GROUP INC | $136,000 | -18.6% | 515 | -38.0% | 0.04% | -30.0% |
| PSX | Sell | PHILLIPS 66 | $133,000 | +24.3% | 1,907 | -7.3% | 0.04% | +9.4% |
| DAL | Sell | DELTA AIR LINES INC DEL | $133,000 | -44.1% | 3,298 | -57.6% | 0.04% | -50.7% |
| ATO | Buy | ATMOS ENERGY CORP | $130,000 | +202.3% | 1,365 | +200.0% | 0.03% | +161.5% |
| IWF | ISHARES TRrus 1000 grw etf | $127,000 | +11.4% | 525 | 0.0% | 0.03% | -2.9% | |
| ECL | Sell | ECOLAB INC | $127,000 | +4.1% | 585 | -4.1% | 0.03% | -8.3% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $126,000 | +23.5% | 1,848 | +0.8% | 0.03% | +10.0% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $121,000 | -2.4% | 3,305 | -5.9% | 0.03% | -16.2% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $121,000 | +5.2% | 1,387 | +1.4% | 0.03% | -8.8% |
| DOW | Buy | DOW INC | $113,000 | +101.8% | 2,035 | +71.7% | 0.03% | +70.6% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $112,000 | +17.9% | 3,650 | +2.8% | 0.03% | +3.6% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $111,000 | +24.7% | 2,150 | -3.2% | 0.03% | +7.4% |
| NVO | NOVO-NORDISK A Sadr | $112,000 | +0.9% | 1,605 | 0.0% | 0.03% | -12.1% | |
| BKNG | Sell | BOOKING HOLDINGS INC | $109,000 | +25.3% | 49 | -3.9% | 0.03% | +7.7% |
| MDB | New | MONGODB INCcl a | $109,000 | – | 303 | +100.0% | 0.03% | – |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $109,000 | +29.8% | 955 | +100.2% | 0.03% | +12.0% |
| TROW | PRICE T ROWE GROUP INC | $107,000 | +18.9% | 705 | 0.0% | 0.03% | +3.7% | |
| CAT | Buy | CATERPILLAR INC | $104,000 | +28.4% | 570 | +5.6% | 0.03% | +12.5% |
| LDOS | New | LEIDOS HOLDINGS INC | $105,000 | – | 1,000 | +100.0% | 0.03% | – |
| RYT | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $104,000 | – | 410 | +100.0% | 0.03% | – |
| TSLA | Buy | TESLA INC | $104,000 | +73.3% | 148 | +5.7% | 0.03% | +50.0% |
| VMC | VULCAN MATLS CO | $100,000 | +9.9% | 672 | 0.0% | 0.03% | -3.7% | |
| MKC | Buy | MCCORMICK & CO INC | $98,000 | -1.0% | 1,020 | +100.0% | 0.02% | -16.7% |
| KMB | KIMBERLY-CLARK CORP | $97,000 | -8.5% | 721 | 0.0% | 0.02% | -21.9% | |
| VTV | VANGUARD INDEX FDSvalue etf | $96,000 | +14.3% | 803 | 0.0% | 0.02% | 0.0% | |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $95,000 | +53.2% | 2,763 | +34.9% | 0.02% | +31.6% |
| DGRW | WISDOMTREE TRus qtly div grt | $98,000 | +8.9% | 1,818 | 0.0% | 0.02% | -7.4% | |
| PLD | Buy | PROLOGIS INC. | $91,000 | +4.6% | 914 | +5.5% | 0.02% | -7.7% |
| FDX | Sell | FEDEX CORP | $93,000 | -5.1% | 360 | -7.7% | 0.02% | -17.2% |
| IGSB | ISHARES TR | $89,000 | 0.0% | 1,620 | 0.0% | 0.02% | -14.8% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $88,000 | +14.3% | 426 | -3.0% | 0.02% | 0.0% |
| AVAV | AEROVIRONMENT INC | $87,000 | +45.0% | 1,000 | 0.0% | 0.02% | +27.8% | |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $87,000 | +33.8% | 1,069 | +100.2% | 0.02% | +21.1% |
| DVY | ISHARES TRselect divid etf | $89,000 | +18.7% | 921 | 0.0% | 0.02% | +4.5% | |
| IGE | Buy | ISHARES TRnorth amern nat | $90,000 | +18.4% | 3,871 | +0.9% | 0.02% | 0.0% |
| MELI | Sell | MERCADOLIBRE INC | $89,000 | +17.1% | 53 | -24.3% | 0.02% | 0.0% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $89,000 | +17.1% | 2,115 | +1.2% | 0.02% | 0.0% |
| PCAR | PACCAR INC | $84,000 | +1.2% | 979 | 0.0% | 0.02% | -12.0% | |
| NOC | Buy | NORTHROP GRUMMAN CORP | $86,000 | +145.7% | 281 | +153.2% | 0.02% | +120.0% |
| FLO | Sell | FLOWERS FOODS INC | $83,000 | -8.8% | 3,675 | -1.3% | 0.02% | -18.5% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $85,000 | +14.9% | 558 | 0.0% | 0.02% | 0.0% | |
| DXCM | DEXCOM INC | $79,000 | -10.2% | 214 | 0.0% | 0.02% | -19.2% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $80,000 | +6.7% | 461 | 0.0% | 0.02% | -4.5% | |
| UTG | New | REAVES UTIL INCOME FD | $82,000 | – | 2,500 | +100.0% | 0.02% | – |
| PPG | Sell | PPG INDS INC | $80,000 | -21.6% | 556 | -33.5% | 0.02% | -30.0% |
| EWA | Buy | ISHARES INCmsci aust etf | $78,000 | +21.9% | 3,277 | +0.8% | 0.02% | +5.3% |
| MAXR | New | MAXAR TECHNOLOGIES INC | $77,000 | – | 2,000 | +100.0% | 0.02% | – |
| LOB | LIVE OAK BANCSHARES INC | $76,000 | +85.4% | 1,600 | 0.0% | 0.02% | +66.7% | |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $76,000 | +10.1% | 1,720 | -1.7% | 0.02% | -4.8% |
| BA | Buy | BOEING CO | $74,000 | +34.5% | 344 | +3.0% | 0.02% | +18.8% |
| ILMN | ILLUMINA INC | $74,000 | +19.4% | 200 | 0.0% | 0.02% | 0.0% | |
| CMI | CUMMINS INC | $75,000 | +7.1% | 330 | 0.0% | 0.02% | -9.5% | |
| CPTA | CAPITALA FIN CORP | $68,000 | +54.5% | 4,729 | 0.0% | 0.02% | +38.5% | |
| BACPRL | BK OF AMERICA CORP7.25%cnv pfd l | $68,000 | +1.5% | 45 | 0.0% | 0.02% | -10.0% | |
| BK | BANK NEW YORK MELLON CORP | $70,000 | +25.0% | 1,641 | 0.0% | 0.02% | +5.9% | |
| ISCG | ISHARES TRmrgstr sm cp gr | $71,000 | +26.8% | 235 | 0.0% | 0.02% | +5.9% | |
| KMI | KINDER MORGAN INC DEL | $71,000 | +10.9% | 5,202 | 0.0% | 0.02% | -5.3% | |
| SUM | SUMMIT MATLS INCcl a | $69,000 | +21.1% | 3,454 | 0.0% | 0.02% | +5.9% | |
| RWR | SPDR SER TRdj reit etf | $66,000 | +10.0% | 767 | 0.0% | 0.02% | -5.6% | |
| QDEF | FLEXSHARES TRqlt div def idx | $66,000 | +8.2% | 1,377 | 0.0% | 0.02% | -5.6% | |
| FISV | FISERV INC | $66,000 | +10.0% | 580 | 0.0% | 0.02% | -5.6% | |
| ESPR | Sell | ESPERION THERAPEUTICS INC NE | $65,000 | -36.3% | 2,500 | -8.8% | 0.02% | -43.3% |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $66,000 | 0.0% | 500 | -8.3% | 0.02% | -15.0% |
| GPN | GLOBAL PMTS INC | $60,000 | +22.4% | 277 | 0.0% | 0.02% | +6.7% | |
| YUMC | YUM CHINA HLDGS INC | $62,000 | +8.8% | 1,080 | 0.0% | 0.02% | -5.9% | |
| ALL | ALLSTATE CORP | $63,000 | +16.7% | 576 | 0.0% | 0.02% | 0.0% | |
| EXEL | EXELIXIS INC | $60,000 | -17.8% | 3,000 | 0.0% | 0.02% | -27.3% | |
| IHF | ISHARES TRus hlthcr pr etf | $60,000 | +15.4% | 257 | 0.0% | 0.02% | 0.0% | |
| LNC | LINCOLN NATL CORP IND | $63,000 | +61.5% | 1,256 | 0.0% | 0.02% | +33.3% | |
| BFB | BROWN FORMAN CORPcl b | $63,000 | +5.0% | 792 | 0.0% | 0.02% | -11.1% | |
| XLC | Buy | SELECT SECTOR SPDR TR | $57,000 | +216.7% | 841 | +180.3% | 0.02% | +200.0% |
| AME | AMETEK INC | $57,000 | +21.3% | 470 | 0.0% | 0.02% | +7.1% | |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $56,000 | +366.7% | 841 | +256.4% | 0.02% | +275.0% |
| AMP | AMERIPRISE FINL INC | $56,000 | +24.4% | 290 | 0.0% | 0.02% | +15.4% | |
| DHR | DANAHER CORPORATION | $59,000 | +3.5% | 266 | 0.0% | 0.02% | -11.8% | |
| EW | EDWARDS LIFESCIENCES CORP | $57,000 | +14.0% | 624 | 0.0% | 0.02% | 0.0% | |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $59,000 | -31.4% | 683 | -31.1% | 0.02% | -42.3% |
| EES | Sell | WISDOMTREE TRus smallcap fund | $59,000 | +5.4% | 1,511 | -19.7% | 0.02% | -11.8% |
| IWD | ISHARES TRrus 1000 val etf | $57,000 | +16.3% | 416 | 0.0% | 0.02% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO | $56,000 | -1.8% | 400 | 0.0% | 0.02% | -11.8% | |
| FVD | FIRST TR VALUE LINE DIVID IN | $54,000 | +10.2% | 1,550 | 0.0% | 0.01% | -6.7% | |
| EMR | EMERSON ELEC CO | $52,000 | +23.8% | 642 | 0.0% | 0.01% | +7.7% | |
| VAR | VARIAN MED SYS INC | $53,000 | +1.9% | 300 | 0.0% | 0.01% | -12.5% | |
| AMAT | APPLIED MATLS INC | $52,000 | +44.4% | 600 | 0.0% | 0.01% | +27.3% | |
| ANET | ARISTA NETWORKS INC | $52,000 | +40.5% | 180 | 0.0% | 0.01% | +27.3% | |
| CVS | Buy | CVS HEALTH CORP | $55,000 | +17.0% | 807 | +0.7% | 0.01% | 0.0% |
| BFS | SAUL CTRS INC | $54,000 | +20.0% | 1,700 | 0.0% | 0.01% | +7.7% | |
| PYZ | Buy | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $51,000 | +27.5% | 714 | +0.3% | 0.01% | +8.3% |
| BP | Sell | BP PLCsponsored adr | $49,000 | -3.9% | 2,405 | -17.2% | 0.01% | -13.3% |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $45,000 | +9.8% | 353 | 0.0% | 0.01% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $47,000 | +38.2% | 1,342 | 0.0% | 0.01% | +20.0% | |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $47,000 | +27.0% | 790 | +10.5% | 0.01% | +9.1% |
| LMT | Buy | LOCKHEED MARTIN CORP | $48,000 | +20.0% | 135 | +28.6% | 0.01% | 0.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $44,000 | +41.9% | 95 | +33.8% | 0.01% | +22.2% |
| TGT | TARGET CORP | $44,000 | +12.8% | 250 | 0.0% | 0.01% | -8.3% | |
| ZTS | ZOETIS INCcl a | $41,000 | 0.0% | 247 | 0.0% | 0.01% | -8.3% | |
| MPW | MEDICAL PPTYS TRUST INC | $44,000 | +25.7% | 2,000 | 0.0% | 0.01% | +10.0% | |
| NUE | NUCOR CORP | $41,000 | +20.6% | 762 | 0.0% | 0.01% | +10.0% | |
| WPC | WP CAREY INC | $42,000 | +7.7% | 596 | 0.0% | 0.01% | -8.3% | |
| AGG | ISHARES TRcore us aggbd et | $39,000 | 0.0% | 327 | 0.0% | 0.01% | -16.7% | |
| SCHW | SCHWAB CHARLES CORP | $40,000 | +48.1% | 750 | 0.0% | 0.01% | +25.0% | |
| ISCV | ISHARES TRmrning sm cp etf | $39,000 | +30.0% | 280 | 0.0% | 0.01% | +11.1% | |
| IWV | ISHARES TRrussell 3000 etf | $37,000 | +15.6% | 165 | 0.0% | 0.01% | 0.0% | |
| PNFP | PINNACLE FINL PARTNERS INC | $37,000 | +85.0% | 571 | 0.0% | 0.01% | +66.7% | |
| SQ | Sell | SQUARE INCcl a | $38,000 | -17.4% | 176 | -37.1% | 0.01% | -28.6% |
| TFI | SPDR SER TRnuveen brc munic | $39,000 | 0.0% | 750 | 0.0% | 0.01% | -16.7% | |
| GRA | Sell | GRACE W R & CO DEL NEW | $40,000 | +33.3% | 725 | -1.4% | 0.01% | +11.1% |
| KBWB | Sell | INVESCO EXCH TRADED FD TR IIkbw bk etf | $38,000 | +5.6% | 750 | -21.1% | 0.01% | -9.1% |
| DKS | Buy | DICKS SPORTING GOODS INC | $40,000 | -2.4% | 716 | +0.3% | 0.01% | -16.7% |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $40,000 | +5.3% | 800 | 0.0% | 0.01% | -9.1% | |
| FVRR | Buy | FIVERR INTL LTD | $35,000 | +45.8% | 180 | +2.9% | 0.01% | +28.6% |
| IONS | IONIS PHARMACEUTICALS INC | $34,000 | +21.4% | 600 | 0.0% | 0.01% | +12.5% | |
| GEF | GREIF INCcl a | $33,000 | +32.0% | 700 | 0.0% | 0.01% | +28.6% | |
| JNK | SPDR SER TRbloomberg brclys | $36,000 | +2.9% | 333 | 0.0% | 0.01% | -10.0% | |
| ISRG | Sell | INTUITIVE SURGICAL INC | $33,000 | -29.8% | 40 | -39.4% | 0.01% | -35.7% |
| BEAM | New | BEAM THERAPEUTICS INC | $36,000 | – | 445 | +100.0% | 0.01% | – |
| CTVA | CORTEVA INC | $34,000 | +36.0% | 876 | 0.0% | 0.01% | +28.6% | |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $35,000 | +150.0% | 165 | +57.1% | 0.01% | +125.0% |
| SLV | Buy | ISHARES SILVER TRishares | $34,000 | +209.1% | 1,400 | +180.0% | 0.01% | +200.0% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $34,000 | +466.7% | 250 | +400.0% | 0.01% | +350.0% |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $34,000 | +17.2% | 850 | 0.0% | 0.01% | 0.0% | |
| HLT | Sell | HILTON WORLDWIDE HLDGS INC | $33,000 | +17.9% | 300 | -9.9% | 0.01% | +12.5% |
| C | Sell | CITIGROUP INC | $33,000 | +32.0% | 541 | -8.0% | 0.01% | +28.6% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $30,000 | +15.4% | 328 | 0.0% | 0.01% | 0.0% | |
| XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $30,000 | +15.4% | 617 | 0.0% | 0.01% | 0.0% | |
| INTU | INTUIT | $30,000 | +15.4% | 80 | 0.0% | 0.01% | 0.0% | |
| CGC | New | CANOPY GROWTH CORP | $29,000 | – | 1,176 | +100.0% | 0.01% | – |
| ADBE | ADOBE SYSTEMS INCORPORATED | $32,000 | +3.2% | 64 | 0.0% | 0.01% | -11.1% | |
| BX | Buy | BLACKSTONE GROUP INC | $30,000 | +25.0% | 458 | +0.9% | 0.01% | +14.3% |
| IEX | New | IDEX CORP | $30,000 | – | 150 | +100.0% | 0.01% | – |
| DEO | Buy | DIAGEO PLCspon adr new | $32,000 | +33.3% | 200 | +16.3% | 0.01% | +14.3% |
| SLF | SUN LIFE FINANCIAL INC. | $31,000 | +10.7% | 695 | 0.0% | 0.01% | 0.0% | |
| DXPE | DXP ENTERPRISES INC | $31,000 | +34.8% | 1,400 | 0.0% | 0.01% | +14.3% | |
| BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $29,000 | +3.6% | 334 | 0.0% | 0.01% | 0.0% | |
| CXP | New | COLUMBIA PPTY TR INC | $27,000 | – | 1,906 | +100.0% | 0.01% | – |
| ULTA | New | ULTA BEAUTY INC | $26,000 | – | 90 | +100.0% | 0.01% | – |
| GIS | GENERAL MLS INC | $28,000 | -6.7% | 480 | 0.0% | 0.01% | -22.2% | |
| NOW | Sell | SERVICENOW INC | $28,000 | -42.9% | 50 | -50.0% | 0.01% | -53.3% |
| NVS | NOVARTIS AGsponsored adr | $27,000 | +8.0% | 291 | 0.0% | 0.01% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND | $26,000 | +13.0% | 100 | 0.0% | 0.01% | 0.0% | |
| NPO | ENPRO INDS INC | $26,000 | +36.8% | 343 | 0.0% | 0.01% | +16.7% | |
| IAU | Sell | ISHARES GOLD TRUSTishares | $28,000 | -12.5% | 1,550 | -13.9% | 0.01% | -30.0% |
| AAXJ | New | ISHARES TRmsci ac asia etf | $26,000 | – | 291 | +100.0% | 0.01% | – |
| VTRS | New | VIATRIS INC | $27,000 | – | 1,444 | +100.0% | 0.01% | – |
| MDLZ | MONDELEZ INTL INCcl a | $26,000 | 0.0% | 451 | 0.0% | 0.01% | -12.5% | |
| IWS | ISHARES TRrus mdcp val etf | $24,000 | +20.0% | 248 | 0.0% | 0.01% | 0.0% | |
| TMUS | Buy | T-MOBILE US INC | $22,000 | +144.4% | 161 | +98.8% | 0.01% | +100.0% |
| IDRV | ISHARES TRself drivng ev | $22,000 | +29.4% | 500 | 0.0% | 0.01% | +20.0% | |
| IBCE | ISHARES TRibnds mar23 etf | $25,000 | 0.0% | 1,000 | 0.0% | 0.01% | -14.3% | |
| AIZ | ASSURANT INC | $25,000 | +13.6% | 181 | 0.0% | 0.01% | -14.3% | |
| RDSB | ROYAL DUTCH SHELL PLCspon adr b | $22,000 | +37.5% | 665 | 0.0% | 0.01% | +20.0% | |
| ROKU | New | ROKU INC | $25,000 | – | 75 | +100.0% | 0.01% | – |
| AYI | ACUITY BRANDS INC | $22,000 | +15.8% | 184 | 0.0% | 0.01% | 0.0% | |
| SYK | STRYKER CORPORATION | $25,000 | +19.0% | 100 | 0.0% | 0.01% | 0.0% | |
| ANTM | ANTHEM INC | $22,000 | +15.8% | 70 | 0.0% | 0.01% | 0.0% | |
| O | REALTY INCOME CORP | $25,000 | +4.2% | 400 | 0.0% | 0.01% | -14.3% | |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $24,000 | – | 350 | +100.0% | 0.01% | – |
| RJF | Buy | RAYMOND JAMES FINL INC | $23,000 | +35.3% | 238 | +0.4% | 0.01% | +20.0% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $25,000 | +8.7% | 82 | 0.0% | 0.01% | -14.3% | |
| KRC | KILROY RLTY CORP | $23,000 | +9.5% | 400 | 0.0% | 0.01% | 0.0% | |
| WM | WASTE MGMT INC DEL | $24,000 | +4.3% | 200 | 0.0% | 0.01% | -14.3% | |
| PBA | PEMBINA PIPELINE CORP | $22,000 | +15.8% | 915 | 0.0% | 0.01% | 0.0% | |
| GCP | GCP APPLIED TECHNOLOGIES INC | $22,000 | +15.8% | 930 | 0.0% | 0.01% | 0.0% | |
| MU | MICRON TECHNOLOGY INC | $23,000 | +64.3% | 300 | 0.0% | 0.01% | +50.0% | |
| KR | KROGER CO | $20,000 | -4.8% | 618 | 0.0% | 0.01% | -16.7% | |
| SIRI | SIRIUS XM HOLDINGS INC | $20,000 | +17.6% | 3,093 | 0.0% | 0.01% | 0.0% | |
| SON | SONOCO PRODS CO | $18,000 | +20.0% | 300 | 0.0% | 0.01% | +25.0% | |
| SKT | TANGER FACTORY OUTLET CTRS I | $20,000 | +66.7% | 2,029 | 0.0% | 0.01% | +25.0% | |
| TRV | TRAVELERS COMPANIES INC | $19,000 | +26.7% | 138 | 0.0% | 0.01% | +25.0% | |
| AZN | ASTRAZENECA PLCsponsored adr | $19,000 | -9.5% | 375 | 0.0% | 0.01% | -16.7% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $19,000 | +26.7% | 99 | 0.0% | 0.01% | +25.0% | |
| CFA | VICTORY PORTFOLIOS II | $20,000 | +17.6% | 316 | 0.0% | 0.01% | 0.0% | |
| MDT | Buy | MEDTRONIC PLC | $18,000 | +20.0% | 155 | +4.0% | 0.01% | +25.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $19,000 | +58.3% | 100 | +42.9% | 0.01% | +25.0% |
| EL | LAUDER ESTEE COS INCcl a | $20,000 | +17.6% | 76 | 0.0% | 0.01% | 0.0% | |
| LEA | LEAR CORP | $21,000 | +50.0% | 130 | 0.0% | 0.01% | +25.0% | |
| MRNA | MODERNA INC | $21,000 | +50.0% | 200 | 0.0% | 0.01% | +25.0% | |
| NFLX | NETFLIX INC | $21,000 | +10.5% | 38 | 0.0% | 0.01% | -16.7% | |
| EMN | EASTMAN CHEM CO | $20,000 | +25.0% | 202 | 0.0% | 0.01% | 0.0% | |
| TLH | ISHARES TR10-20 yr trs etf | $18,000 | -5.3% | 114 | 0.0% | 0.01% | -16.7% | |
| GLW | CORNING INC | $20,000 | +11.1% | 552 | 0.0% | 0.01% | 0.0% | |
| F | FORD MTR CO DEL | $20,000 | +33.3% | 2,255 | 0.0% | 0.01% | +25.0% | |
| SBIO | New | ALPS ETF TRmed breakthgh | $19,000 | – | 375 | +100.0% | 0.01% | – |
| XLNX | Sell | XILINX INC | $21,000 | 0.0% | 150 | -25.0% | 0.01% | -16.7% |
| XEL | XCEL ENERGY INC | $20,000 | -4.8% | 300 | 0.0% | 0.01% | -16.7% | |
| WDAY | Sell | WORKDAY INCcl a | $18,000 | -47.1% | 76 | -52.5% | 0.01% | -50.0% |
| FYLD | CAMBRIA ETF TRcambria fgn shr | $21,000 | +23.5% | 850 | 0.0% | 0.01% | 0.0% | |
| IWB | ISHARES TRrus 1000 etf | $15,000 | +15.4% | 70 | 0.0% | 0.00% | 0.0% | |
| IYF | Buy | ISHARES TRu.s. finls etf | $14,000 | +16.7% | 216 | +100.0% | 0.00% | 0.0% |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $14,000 | +16.7% | 130 | 0.0% | 0.00% | 0.0% | |
| ANSS | ANSYS INC | $17,000 | +13.3% | 46 | 0.0% | 0.00% | 0.0% | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $17,000 | +21.4% | 1,068 | 0.0% | 0.00% | 0.0% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $16,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
| APH | AMPHENOL CORP NEWcl a | $15,000 | +15.4% | 116 | 0.0% | 0.00% | 0.0% | |
| JBHT | HUNT J B TRANS SVCS INC | $16,000 | +6.7% | 115 | 0.0% | 0.00% | 0.0% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $15,000 | +7.1% | 66 | +17.9% | 0.00% | 0.0% |
| KDP | Buy | KEURIG DR PEPPER INC | $16,000 | +60.0% | 500 | +42.9% | 0.00% | +33.3% |
| CDK | CDK GLOBAL INC | $16,000 | +23.1% | 305 | 0.0% | 0.00% | 0.0% | |
| ETV | EATON VANCE TAX-MANAGED BUY- | $14,000 | +16.7% | 900 | 0.0% | 0.00% | 0.0% | |
| VAC | MARRIOTT VACTINS WORLDWID CO | $16,000 | +60.0% | 115 | 0.0% | 0.00% | +33.3% | |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $14,000 | +7.7% | 152 | -24.0% | 0.00% | 0.0% |
| IDU | Buy | ISHARES TRu.s. utilits etf | $17,000 | +6.2% | 214 | +100.0% | 0.00% | -20.0% |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $17,000 | +41.7% | 1,150 | 0.0% | 0.00% | 0.0% | |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $17,000 | -52.8% | 455 | -52.4% | 0.00% | -63.6% |
| CB | CHUBB LIMITED | $15,000 | +36.4% | 98 | 0.0% | 0.00% | +33.3% | |
| IBDR | ISHARES TRibonds dec2026 | $14,000 | +7.7% | 500 | 0.0% | 0.00% | 0.0% | |
| FIVG | ETF SER SOLUTIONSdefiance next | $17,000 | +21.4% | 500 | 0.0% | 0.00% | 0.0% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $15,000 | -11.8% | 52 | 0.0% | 0.00% | -20.0% | |
| SMOG | New | VANECK VECTORS ETF TRlow carbn energy | $17,000 | – | 100 | +100.0% | 0.00% | – |
| NVR | NVR INC | $16,000 | 0.0% | 4 | 0.0% | 0.00% | -20.0% | |
| FTV | FORTIVE CORP | $15,000 | -6.2% | 206 | 0.0% | 0.00% | -20.0% | |
| PAYX | PAYCHEX INC | $14,000 | +16.7% | 150 | 0.0% | 0.00% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $15,000 | +15.4% | 34 | 0.0% | 0.00% | 0.0% | |
| KBA | KRANESHARES TRbosera msci ch | $14,000 | +16.7% | 300 | 0.0% | 0.00% | 0.0% | |
| NEE | Buy | NEXTERA ENERGY INC | $15,000 | +7.1% | 200 | +300.0% | 0.00% | 0.0% |
| NET | New | CLOUDFLARE INC | $11,000 | – | 145 | +100.0% | 0.00% | – |
| MSI | MOTOROLA SOLUTIONS INC | $13,000 | +8.3% | 74 | 0.0% | 0.00% | -25.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $13,000 | +44.4% | 400 | 0.0% | 0.00% | 0.0% | |
| SJM | SMUCKER J M CO | $12,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% | |
| EXC | EXELON CORP | $11,000 | +22.2% | 250 | 0.0% | 0.00% | 0.0% | |
| BEP | New | BROOKFIELD RENEWABLE PARTNERpartnership unit | $10,000 | – | 225 | +100.0% | 0.00% | – |
| DLTH | New | DULUTH HLDGS INC | $10,000 | – | 948 | +100.0% | 0.00% | – |
| FUTU | New | FUTU HLDGS LTDspon ads cl a | $11,000 | – | 250 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $11,000 | – | 50 | +100.0% | 0.00% | – |
| IGIB | ISHARES TR | $12,000 | 0.0% | 200 | 0.0% | 0.00% | -25.0% | |
| APD | AIR PRODS & CHEMS INC | $13,000 | -7.1% | 46 | 0.0% | 0.00% | -25.0% | |
| VFH | VANGUARD WORLD FDSfinancials etf | $13,000 | +30.0% | 172 | 0.0% | 0.00% | 0.0% | |
| REGN | Buy | REGENERON PHARMACEUTICALS | $10,000 | +25.0% | 21 | +40.0% | 0.00% | +50.0% |
| RF | REGIONS FINANCIAL CORP NEW | $12,000 | +33.3% | 750 | 0.0% | 0.00% | 0.0% | |
| IPO | New | RENAISSANCE CAP GREENWICH FDipo etf | $12,000 | – | 185 | +100.0% | 0.00% | – |
| RSG | REPUBLIC SVCS INC | $11,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $11,000 | +22.2% | 176 | 0.0% | 0.00% | 0.0% | |
| HSY | HERSHEY CO | $10,000 | +11.1% | 65 | 0.0% | 0.00% | 0.0% | |
| UAA | UNDER ARMOUR INCcl a | $10,000 | +42.9% | 600 | 0.0% | 0.00% | +50.0% | |
| SHOP | New | SHOPIFY INCcl a | $11,000 | – | 10 | +100.0% | 0.00% | – |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $12,000 | +9.1% | 58 | 0.0% | 0.00% | 0.0% | |
| TDTF | FLEXSHARES TRiboxx 5yr trgt | $11,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| SKYY | FIRST TR EXCHANGE TRADED FD | $10,000 | +25.0% | 106 | 0.0% | 0.00% | +50.0% | |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $11,000 | – | 120 | +100.0% | 0.00% | – |
| GTLS | New | CHART INDS INC | $12,000 | – | 100 | +100.0% | 0.00% | – |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $13,000 | – | 400 | +100.0% | 0.00% | – |
| CCEP | COCA COLA EUROPEAN PARTNERS | $11,000 | +22.2% | 220 | 0.0% | 0.00% | 0.0% | |
| IYM | ISHARES TRu.s. bas mtl etf | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MPC | MARATHON PETE CORP | $11,000 | +37.5% | 264 | 0.0% | 0.00% | +50.0% | |
| CI | Sell | CIGNA CORP NEW | $10,000 | -23.1% | 50 | -35.9% | 0.00% | -25.0% |
| MP | New | MP MATERIALS CORP | $12,000 | – | 375 | +100.0% | 0.00% | – |
| FBNC | FIRST BANCORP N C | $6,000 | +50.0% | 175 | 0.0% | 0.00% | +100.0% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| DKNG | New | DRAFTKINGS INC | $6,000 | – | 125 | +100.0% | 0.00% | – |
| JCI | JOHNSON CTLS INTL PLC | $6,000 | +20.0% | 133 | 0.0% | 0.00% | +100.0% | |
| URI | UNITED RENTALS INC | $9,000 | +28.6% | 40 | 0.0% | 0.00% | 0.0% | |
| LEG | LEGGETT & PLATT INC | $6,000 | +20.0% | 125 | 0.0% | 0.00% | +100.0% | |
| BXMT | New | BLACKSTONE MTG TR INC | $8,000 | – | 300 | +100.0% | 0.00% | – |
| UA | UNDER ARMOUR INCcl c | $9,000 | +50.0% | 604 | 0.0% | 0.00% | 0.0% | |
| SLP | New | SIMULATIONS PLUS INC | $7,000 | – | 94 | +100.0% | 0.00% | – |
| SRNE | New | SORRENTO THERAPEUTICS INC | $6,000 | – | 861 | +100.0% | 0.00% | – |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $6,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| OKTA | OKTA INCcl a | $8,000 | +33.3% | 30 | 0.0% | 0.00% | 0.0% | |
| FIVN | New | FIVE9 INC | $6,000 | – | 34 | +100.0% | 0.00% | – |
| MCK | MCKESSON CORP | $9,000 | +12.5% | 51 | 0.0% | 0.00% | 0.0% | |
| TWLO | Sell | TWILIO INCcl a | $7,000 | 0.0% | 20 | -33.3% | 0.00% | 0.0% |
| XME | SPDR SER TRs&p metals mng | $8,000 | +33.3% | 238 | 0.0% | 0.00% | 0.0% | |
| MAG | New | MAG SILVER CORP | $8,000 | – | 400 | +100.0% | 0.00% | – |
| AHCO | New | ADAPTHEALTH CORP | $6,000 | – | 167 | +100.0% | 0.00% | – |
| TM | TOYOTA MOTOR CORP | $8,000 | +14.3% | 51 | 0.0% | 0.00% | 0.0% | |
| GD | Buy | GENERAL DYNAMICS CORP | $7,000 | +600.0% | 50 | +400.0% | 0.00% | – |
| MS | MORGAN STANLEY | $7,000 | +40.0% | 104 | 0.0% | 0.00% | +100.0% | |
| THO | New | THOR INDS INC | $6,000 | – | 65 | +100.0% | 0.00% | – |
| BAND | New | BANDWIDTH INC | $6,000 | – | 36 | +100.0% | 0.00% | – |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $6,000 | +20.0% | 170 | -15.0% | 0.00% | +100.0% |
| BZUN | Buy | BAOZUN INCsponsored adr | $6,000 | +100.0% | 180 | +80.0% | 0.00% | +100.0% |
| GOLD | New | BARRICK GOLD CORP | $7,000 | – | 300 | +100.0% | 0.00% | – |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $9,000 | +12.5% | 473 | 0.0% | 0.00% | 0.0% | |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $8,000 | -38.5% | 25 | -7.4% | 0.00% | -50.0% |
| USD | New | PROSHARES TR | $6,000 | – | 55 | +100.0% | 0.00% | – |
| PGR | PROGRESSIVE CORP | $6,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| PRLB | New | PROTO LABS INC | $6,000 | – | 40 | +100.0% | 0.00% | – |
| VIR | New | VIR BIOTECHNOLOGY INC | $6,000 | – | 225 | +100.0% | 0.00% | – |
| BEKE | New | KE HLDGS INCsponsored ads | $6,000 | – | 96 | +100.0% | 0.00% | – |
| HAS | HASBRO INC | $6,000 | +20.0% | 64 | 0.0% | 0.00% | +100.0% | |
| ITB | New | ISHARES TRus home cons etf | $6,000 | – | 110 | +100.0% | 0.00% | – |
| FEYE | FIREEYE INC | $7,000 | +75.0% | 300 | 0.0% | 0.00% | +100.0% | |
| VAW | VANGUARD WORLD FDSmaterials etf | $6,000 | +20.0% | 39 | 0.0% | 0.00% | +100.0% | |
| VCRA | New | VOCERA COMMUNICATIONS INC | $7,000 | – | 160 | +100.0% | 0.00% | – |
| CHD | CHURCH & DWIGHT INC | $6,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $7,000 | -63.2% | 75 | -67.4% | 0.00% | -66.7% |
| FLT | FLEETCOR TECHNOLOGIES INC | $7,000 | +16.7% | 24 | 0.0% | 0.00% | 0.0% | |
| ETSY | ETSY INC | $9,000 | +50.0% | 50 | 0.0% | 0.00% | 0.0% | |
| HEP | HOLLY ENERGY PARTNERS L P | $9,000 | +28.6% | 600 | 0.0% | 0.00% | 0.0% | |
| MFA | MFA FINL INC | $6,000 | +50.0% | 1,635 | 0.0% | 0.00% | +100.0% | |
| EPIX | ESSA PHARMA INC | $7,000 | +75.0% | 600 | 0.0% | 0.00% | +100.0% | |
| HAL | HALLIBURTON CO | $9,000 | +50.0% | 500 | 0.0% | 0.00% | 0.0% | |
| GILD | Sell | GILEAD SCIENCES INC | $9,000 | -57.1% | 150 | -53.8% | 0.00% | -66.7% |
| ILCB | ISHARES TRmrngstr lg-cp et | $3,000 | +50.0% | 12 | 0.0% | 0.00% | 0.0% | |
| ITCI | INTRA CELLULAR THERAPIES INC | $5,000 | +25.0% | 150 | 0.0% | 0.00% | 0.0% | |
| INFN | New | INFINERA CORP | $2,000 | – | 150 | +100.0% | 0.00% | – |
| TLT | ISHARES TR20 yr tr bd etf | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| HTGC | New | HERCULES CAPITAL INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| IYZ | ISHARES TR | $5,000 | +25.0% | 150 | 0.0% | 0.00% | 0.0% | |
| GPRO | GOPRO INCcl a | $2,000 | +100.0% | 200 | 0.0% | 0.00% | – | |
| IYG | ISHARES TRu.s. fin svc etf | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – | |
| IYY | Buy | ISHARES TRdow jones us etf | $3,000 | +50.0% | 28 | +100.0% | 0.00% | 0.0% |
| IDV | ISHARES TRintl sel div etf | $2,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
| USRT | ISHARES TRcre u s reit etf | $2,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| FLGT | New | FULGENT GENETICS INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| FCX | FREEPORT-MCMORAN INCcl b | $3,000 | +50.0% | 123 | 0.0% | 0.00% | 0.0% | |
| KXI | ISHARES TRglb cnsm stp etf | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| IEO | ISHARES TRus oil gs ex etf | $2,000 | +100.0% | 45 | 0.0% | 0.00% | – | |
| IXUS | ISHARES TRcore msci total | $5,000 | +25.0% | 75 | 0.0% | 0.00% | 0.0% | |
| XT | ISHARES TRexponential tech | $3,000 | +50.0% | 49 | 0.0% | 0.00% | 0.0% | |
| AG | New | FIRST MAJESTIC SILVER CORP | $4,000 | – | 300 | +100.0% | 0.00% | – |
| AMJ | Sell | JPMORGAN CHASE & COalerian ml etn | $2,000 | -86.7% | 160 | -88.2% | 0.00% | -75.0% |
| J | JACOBS ENGR GROUP INC | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| FDUS | FIDUS INVT CORP | $5,000 | +25.0% | 413 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $5,000 | +25.0% | 132 | 0.0% | 0.00% | 0.0% | |
| TREE | LENDINGTREE INC NEW | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| XONE | New | EXONE CO | $3,000 | – | 300 | +100.0% | 0.00% | – |
| LYV | LIVE NATION ENTERTAINMENT IN | $4,000 | +33.3% | 58 | 0.0% | 0.00% | 0.0% | |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $3,000 | – | 80 | +100.0% | 0.00% | – |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| MAIN | New | MAIN STR CAP CORP | $5,000 | – | 141 | +100.0% | 0.00% | – |
| MMC | MARSH & MCLENNAN COS INC | $4,000 | +33.3% | 30 | 0.0% | 0.00% | 0.0% | |
| ERIC | New | ERICSSONadr b sek 10 | $3,000 | – | 250 | +100.0% | 0.00% | – |
| EPAC | ENERPAC TOOL GROUP CORP | $3,000 | +50.0% | 112 | 0.0% | 0.00% | 0.0% | |
| ET | ENERGY TRANSFER LP | $2,000 | 0.0% | 347 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $3,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| EBS | New | EMERGENT BIOSOLUTIONS INC | $4,000 | – | 50 | +100.0% | 0.00% | – |
| EA | ELECTRONIC ARTS INC | $2,000 | +100.0% | 11 | 0.0% | 0.00% | – | |
| NIO | New | NIO INCspon ads | $3,000 | – | 61 | +100.0% | 0.00% | – |
| NFG | NATIONAL FUEL GAS CO N J | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| NKTR | Sell | NEKTAR THERAPEUTICS | $5,000 | -75.0% | 300 | -75.0% | 0.00% | -83.3% |
| NOK | Buy | NOKIA CORPsponsored adr | $5,000 | +66.7% | 1,368 | +78.1% | 0.00% | 0.0% |
| EBAY | EBAY INC. | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| PFFA | New | ETFIS SER TR Ivirtus infrcap | $2,000 | – | 100 | +100.0% | 0.00% | – |
| PNC | PNC FINL SVCS GROUP INC | $3,000 | +50.0% | 21 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| PENN | New | PENN NATL GAMING INC | $4,000 | – | 50 | +100.0% | 0.00% | – |
| DLTR | DOLLAR TREE INC | $4,000 | +33.3% | 37 | 0.0% | 0.00% | 0.0% | |
| DISCK | DISCOVERY INC | $2,000 | +100.0% | 71 | 0.0% | 0.00% | – | |
| XRAY | DENTSPLY SIRONA INC | $4,000 | +33.3% | 70 | 0.0% | 0.00% | 0.0% | |
| ONLN | PROSHARES TRonline rtl etf | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| ROM | New | PROSHARES TR | $5,000 | – | 70 | +100.0% | 0.00% | – |
| PRU | PRUDENTIAL FINL INC | $5,000 | +25.0% | 60 | 0.0% | 0.00% | 0.0% | |
| QDEL | New | QUIDEL CORP | $4,000 | – | 22 | +100.0% | 0.00% | – |
| MFMS | New | RBB FD INCmfam smlcp grwth | $3,000 | – | 84 | +100.0% | 0.00% | – |
| CBRL | CRACKER BARREL OLD CTRY STOR | $2,000 | +100.0% | 13 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $5,000 | +150.0% | 216 | 0.0% | 0.00% | 0.0% | |
| RIGL | RIGEL PHARMACEUTICALS INC | $5,000 | +25.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
| CVET | Sell | COVETRUS INC | $5,000 | -16.7% | 168 | -32.3% | 0.00% | -50.0% |
| COUP | New | COUPA SOFTWARE INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
| SPYG | SPDR SER TRprtflo s&p500 gw | $4,000 | +33.3% | 65 | 0.0% | 0.00% | 0.0% | |
| KRE | SPDR SER TRs&p regl bkg | $4,000 | +33.3% | 80 | 0.0% | 0.00% | 0.0% | |
| SDY | New | SPDR SER TRs&p divid etf | $3,000 | – | 30 | +100.0% | 0.00% | – |
| SAR | SARATOGA INVT CORP | $5,000 | +25.0% | 241 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $5,000 | +25.0% | 7 | 0.0% | 0.00% | 0.0% | |
| SDGR | New | SCHRODINGER INC | $3,000 | – | 35 | +100.0% | 0.00% | – |
| CX | New | CEMEX SAB DE CVspon adr new | $3,000 | – | 600 | +100.0% | 0.00% | – |
| CAH | CARDINAL HEALTH INC | $4,000 | +33.3% | 74 | 0.0% | 0.00% | 0.0% | |
| CF | CF INDS HLDGS INC | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| AVGO | BROADCOM INC | $3,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| LUV | Buy | SOUTHWEST AIRLS CO | $2,000 | +100.0% | 38 | +8.6% | 0.00% | – |
| SAVE | SPIRIT AIRLS INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| STWD | New | STARWOOD PPTY TR INC | $5,000 | – | 250 | +100.0% | 0.00% | – |
| BIGC | BIGCOMMERCE HLDGS INC | $5,000 | -16.7% | 75 | 0.0% | 0.00% | -50.0% | |
| TRI | New | THOMSON REUTERS CORP. | $5,000 | – | 65 | +100.0% | 0.00% | – |
| IIVI | New | II-VI INC | $2,000 | – | 20 | +100.0% | 0.00% | – |
| ALV | AUTOLIV INC | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
| UL | New | UNILEVER PLCspon adr new | $4,000 | – | 60 | +100.0% | 0.00% | – |
| ATHM | New | AUTOHOME INCsp adr rp cl a | $3,000 | – | 30 | +100.0% | 0.00% | – |
| OIH | New | VANECK VECTORS ETF TRoil svcs etf | $3,000 | – | 20 | +100.0% | 0.00% | – |
| ABR | New | ARBOR REALTY TRUST INC | $2,000 | – | 150 | +100.0% | 0.00% | – |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,000 | +25.0% | 101 | 0.0% | 0.00% | 0.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $3,000 | +50.0% | 24 | 0.0% | 0.00% | 0.0% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| AAL | AMERICAN AIRLS GROUP INC | $3,000 | +50.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ALLY | ALLY FINL INC | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| AKTS | New | AKOUSTIS TECHNOLOGIES INC | $2,000 | – | 200 | +100.0% | 0.00% | – |
| VNT | New | VONTIER CORPORATION | $3,000 | – | 82 | +100.0% | 0.00% | – |
| WPM | New | WHEATON PRECIOUS METALS CORP | $3,000 | – | 75 | +100.0% | 0.00% | – |
| WW | WW INTL INC | $5,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – | |
| TEAM | ATLASSIAN CORP PLCcl a | $5,000 | +25.0% | 20 | 0.0% | 0.00% | 0.0% | |
| G | GENPACT LIMITED | $5,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% | |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $5,000 | – | 200 | +100.0% | 0.00% | – |
| IPOC | New | SOCIAL CAP HEDSPIA HLDG CO I | $2,000 | – | 97 | +100.0% | 0.00% | – |
| ALC | ALCON AG | $4,000 | +33.3% | 54 | 0.0% | 0.00% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $4,000 | +33.3% | 35 | 0.0% | 0.00% | 0.0% | |
| CYBR | New | CYBERARK SOFTWARE LTD | $3,000 | – | 20 | +100.0% | 0.00% | – |
| RCL | ROYAL CARIBBEAN GROUP | $3,000 | +50.0% | 35 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| RRC | RANGE RES CORP | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| DELL | DELL TECHNOLOGIES INCcl c | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| JPS | Exit | NUVEEN PFD & INCM SECURTIES | $0 | – | -16 | -100.0% | 0.00% | – |
| PIPR | PIPER SANDLER COMPANIES | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| ORCC | New | OWL ROCK CAPITAL CORPORATION | $1,000 | – | 100 | +100.0% | 0.00% | – |
| OXY | OCCIDENTAL PETE CORP | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| MIK | MICHAELS COS INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| ELY | Exit | CALLAWAY GOLF CO | $0 | – | -9 | -100.0% | 0.00% | – |
| LVS | LAS VEGAS SANDS CORP | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| VIAV | Exit | VIAVI SOLUTIONS INC | $0 | – | -12 | -100.0% | 0.00% | – |
| DNOW | Exit | NOW INC | $0 | – | -31 | -100.0% | 0.00% | – |
| PNR | PENTAIR PLC | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| GTX | Exit | GARRETT MOTION INC | $0 | – | -100 | -100.0% | 0.00% | – |
| WEN | Exit | WENDYS CO | $0 | – | -15 | -100.0% | 0.00% | – |
| FIT | FITBIT INCcl a | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| AEO | Exit | AMERICAN EAGLE OUTFITTERS IN | $0 | – | -10 | -100.0% | 0.00% | – |
| BHF | Exit | BRIGHTHOUSE FINL INC | $0 | – | -6 | -100.0% | 0.00% | – |
| JWN | Exit | NORDSTROM INC | $0 | – | -10 | -100.0% | 0.00% | – |
| UNIT | Exit | UNITI GROUP INC | $0 | – | -5 | -100.0% | 0.00% | – |
| FHN | Exit | FIRST HORIZON NATL CORP | $0 | – | -8 | -100.0% | 0.00% | – |
| Exit | SONNET BIOTHERAPEUTC HLDNG I | $0 | – | -1 | -100.0% | 0.00% | – | |
| WORK | Exit | SLACK TECHNOLOGIES INC | $0 | – | -5 | -100.0% | 0.00% | – |
| ASIX | Exit | ADVANSIX INC | $0 | – | -13 | -100.0% | 0.00% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -4 | -100.0% | 0.00% | – |
| MGF | Exit | MFS GOVT MKTS INCOME TRsh ben int | $0 | – | -105 | -100.0% | 0.00% | – |
| AJRD | AEROJET ROCKETDYNE HLDGS INC | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| AVNS | AVANOS MED INC | $1,000 | – | 12 | 0.0% | 0.00% | – | |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -4 | -100.0% | 0.00% | – |
| BMYRT | New | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
| COF | Sell | CAPITAL ONE FINL CORP | $1,000 | -50.0% | 6 | -77.8% | 0.00% | -100.0% |
| CTRA | Exit | CONTURA ENERGY INC | $0 | – | -24 | -100.0% | 0.00% | – |
| AFL | AFLAC INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,000 | – | 3 | +50.0% | 0.00% | – |
| SLYG | SPDR SER TRs&p 600 smcp grw | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| SHYG | ISHARES TR0-5yr hi yl cp | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| IGV | ISHARES TRexpanded tech | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| IDXX | IDEXX LABS INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| PRK | Exit | PARK NATL CORP | $0 | – | -1 | -100.0% | 0.00% | – |
| OXYWS | Exit | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | -9 | -100.0% | 0.00% | – |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -2 | -100.0% | 0.00% | – |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| NOV | Exit | NATIONAL OILWELL VARCO INC | $0 | – | -125 | -100.0% | 0.00% | – |
| BDJ | Exit | BLACKROCK ENHANCED EQUITY DI | $0 | – | -10 | -100.0% | 0.00% | – |
| WAB | Exit | WABTEC | $0 | – | -16 | -100.0% | 0.00% | – |
| QRVO | Exit | QORVO INC | $0 | – | -3 | -100.0% | 0.00% | – |
| NVT | Exit | NVENT ELECTRIC PLC | $0 | – | -19 | -100.0% | 0.00% | – |
| CC | Exit | CHEMOURS CO | $0 | – | -16 | -100.0% | 0.00% | – |
| VSTO | Exit | VISTA OUTDOOR INC | $0 | – | -200 | -100.0% | -0.00% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -31 | -100.0% | -0.00% | – |
| IEZ | Exit | ISHARES TRus oil eq&sv etf | $0 | – | -500 | -100.0% | -0.00% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -27 | -100.0% | -0.00% | – |
| EOG | Exit | EOG RES INC | $0 | – | -100 | -100.0% | -0.00% | – |
| KOL | Exit | VANECK VECTORS ETF TRcoal etf | $0 | – | -25 | -100.0% | -0.00% | – |
| GLL | Exit | PROSHARES TR IIultrashrt new | $0 | – | -100 | -100.0% | -0.00% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -10 | -100.0% | -0.00% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -103 | -100.0% | -0.00% | – |
| SRE | Exit | SEMPRA ENERGY | $0 | – | -23 | -100.0% | -0.00% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -111 | -100.0% | -0.00% | – |
| FOX | Exit | FOX CORP | $0 | – | -200 | -100.0% | -0.00% | – |
| TWST | Exit | TWIST BIOSCIENCE CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| GLUU | Exit | GLU MOBILE INC | $0 | – | -1,430 | -100.0% | -0.00% | – |
| WMGI | Exit | WRIGHT MED GROUP N V | $0 | – | -458 | -100.0% | -0.00% | – |
| SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -300 | -100.0% | -0.01% | – |
| LABU | Exit | DIREXION SHS ETF TRsp biotch bl new | $0 | – | -775 | -100.0% | -0.01% | – |
| TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -800 | -100.0% | -0.03% | – |
| IBDL | Exit | ISHARES TRibonds dec20 etf | $0 | – | -51,930 | -100.0% | -0.39% | – |
| BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -150,310 | -100.0% | -0.95% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
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.