$488 Million is the total value of Laurel Wealth Advisors LLC's 695 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 12.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Buy | APPLE INC | $25,487,000 | +26.0% | 143,532 | +0.4% | 5.22% | +16.8% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $24,496,000 | +12.7% | 142,624 | +0.8% | 5.02% | +4.5% |
MSFT | Sell | MICROSOFT CORP | $19,975,000 | +17.5% | 59,394 | -1.5% | 4.09% | +8.9% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $13,520,000 | +9.6% | 30 | 0.0% | 2.77% | +1.6% | |
VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $13,263,000 | +0.2% | 258,026 | +2.5% | 2.72% | -7.1% |
HD | Sell | HOME DEPOT INC | $12,155,000 | +25.8% | 29,289 | -0.5% | 2.49% | +16.7% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $12,098,000 | +8.8% | 4,176 | +0.4% | 2.48% | +0.9% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $10,911,000 | +10.0% | 22,973 | -0.6% | 2.24% | +2.0% |
TFLO | Buy | ISHARES TRtrs flt rt bd | $10,228,000 | +0.5% | 203,485 | +0.5% | 2.10% | -6.8% |
SPY | Sell | SPDR S&P 500 ETF TRcall | $9,879,000 | -26.9% | 20,800 | -34.0% | 2.02% | -32.2% |
IJR | Buy | ISHARES TRcore s&p scp etf | $9,410,000 | +7.7% | 82,177 | +2.7% | 1.93% | -0.2% |
JNJ | Buy | JOHNSON & JOHNSON | $9,399,000 | +6.4% | 54,942 | +0.4% | 1.93% | -1.3% |
BAC | Buy | BK OF AMERICA CORP | $9,355,000 | +15.6% | 210,262 | +10.3% | 1.92% | +7.2% |
JPM | Buy | JPMORGAN CHASE & CO | $9,106,000 | -2.1% | 57,507 | +1.2% | 1.87% | -9.2% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $8,740,000 | +5.8% | 24,323 | +2.3% | 1.79% | -1.9% |
DUK | Buy | DUKE ENERGY CORP NEW | $7,805,000 | +11.8% | 74,403 | +4.0% | 1.60% | +3.6% |
AMZN | Buy | AMAZON COM INC | $7,499,000 | +5.0% | 2,249 | +3.5% | 1.54% | -2.6% |
PG | Buy | PROCTER AND GAMBLE CO | $6,941,000 | +28.6% | 42,431 | +9.9% | 1.42% | +19.2% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $6,698,000 | +11.5% | 20,872 | +0.8% | 1.37% | +3.4% |
ABT | Buy | ABBOTT LABS | $6,188,000 | +20.0% | 43,965 | +0.7% | 1.27% | +11.3% |
NKE | Sell | NIKE INCcl b | $6,012,000 | +14.3% | 36,069 | -0.4% | 1.23% | +6.0% |
DIS | Buy | DISNEY WALT CO | $5,997,000 | -3.8% | 38,715 | +5.0% | 1.23% | -10.8% |
LLY | Sell | LILLY ELI & CO | $5,956,000 | +18.4% | 21,563 | -1.0% | 1.22% | +9.7% |
WMT | Buy | WALMART INC | $5,837,000 | +5.5% | 40,340 | +1.6% | 1.20% | -2.2% |
AMGN | Buy | AMGEN INC | $5,725,000 | +9.6% | 25,449 | +3.6% | 1.17% | +1.6% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $5,376,000 | +7.4% | 17,979 | -1.9% | 1.10% | -0.4% |
MCD | Buy | MCDONALDS CORP | $5,249,000 | +11.9% | 19,581 | +0.6% | 1.08% | +3.8% |
CSCO | Buy | CISCO SYS INC | $4,978,000 | +18.2% | 78,557 | +1.5% | 1.02% | +9.6% |
SGOV | Buy | ISHARES TR0-3 mnth treasry | $4,867,000 | +29.9% | 48,657 | +29.9% | 1.00% | +20.4% |
EFA | Buy | ISHARES TRmsci eafe etf | $4,754,000 | +5.7% | 60,417 | +4.8% | 0.97% | -2.0% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $4,484,000 | +18.4% | 20,920 | +0.6% | 0.92% | +9.8% |
KO | Buy | COCA COLA CO | $4,373,000 | +19.7% | 73,849 | +6.1% | 0.90% | +10.9% |
PEP | Sell | PEPSICO INC | $4,367,000 | +14.7% | 25,140 | -0.7% | 0.90% | +6.3% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $4,133,000 | +21.3% | 16,762 | -1.6% | 0.85% | +12.5% |
ABBV | Buy | ABBVIE INC | $4,109,000 | +30.9% | 30,349 | +4.3% | 0.84% | +21.3% |
CRM | Buy | SALESFORCE COM INC | $3,898,000 | -1.6% | 15,339 | +5.0% | 0.80% | -8.7% |
FB | Sell | META PLATFORMS INCcl a | $3,830,000 | -1.0% | 11,388 | -0.1% | 0.78% | -8.2% |
DG | Sell | DOLLAR GEN CORP NEW | $3,795,000 | +10.8% | 16,092 | -0.3% | 0.78% | +2.8% |
PYPL | Sell | PAYPAL HLDGS INC | $3,796,000 | -31.3% | 20,131 | -5.2% | 0.78% | -36.3% |
GOOG | Sell | ALPHABET INCcap stk cl c | $3,637,000 | +7.7% | 1,257 | -0.8% | 0.74% | -0.1% |
MUB | Buy | ISHARES TRnational mun etf | $3,613,000 | +5.2% | 31,073 | +5.1% | 0.74% | -2.5% |
HON | Buy | HONEYWELL INTL INC | $3,490,000 | -1.7% | 16,739 | +0.1% | 0.72% | -8.8% |
ENB | Buy | ENBRIDGE INC | $3,463,000 | +6.5% | 88,613 | +8.4% | 0.71% | -1.3% |
TFC | Sell | TRUIST FINL CORP | $3,368,000 | -0.4% | 57,523 | -0.2% | 0.69% | -7.6% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $3,344,000 | -10.0% | 64,362 | -6.4% | 0.68% | -16.6% |
CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $3,326,000 | +34.9% | 63,008 | +24.6% | 0.68% | +25.1% |
IWM | Buy | ISHARES TRrussell 2000 etf | $3,272,000 | +4.9% | 14,708 | +3.1% | 0.67% | -2.9% |
XLF | Buy | SELECT SECTOR SPDR TRfinancial | $3,230,000 | +7.0% | 82,719 | +2.9% | 0.66% | -0.7% |
MMM | Buy | 3M CO | $3,010,000 | +3.3% | 16,945 | +2.0% | 0.62% | -4.2% |
NVDA | Buy | NVIDIA CORPORATION | $2,839,000 | +45.3% | 9,654 | +2.4% | 0.58% | +34.7% |
UNP | Buy | UNION PAC CORP | $2,794,000 | +29.5% | 11,089 | +0.7% | 0.57% | +20.1% |
BDX | Sell | BECTON DICKINSON & CO | $2,697,000 | +0.1% | 10,724 | -2.2% | 0.55% | -7.1% |
GNMA | Sell | ISHARES TRgnma bond etf | $2,647,000 | -16.9% | 53,226 | -16.5% | 0.54% | -23.0% |
SO | Buy | SOUTHERN CO | $2,580,000 | +16.1% | 37,626 | +4.9% | 0.53% | +7.7% |
BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $2,578,000 | +6.3% | 118,109 | +7.7% | 0.53% | -1.5% |
BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $2,503,000 | -2.0% | 117,015 | -1.3% | 0.51% | -9.0% |
TJX | Buy | TJX COS INC NEW | $2,446,000 | +16.7% | 32,221 | +1.4% | 0.50% | +8.2% |
IBDQ | Buy | ISHARES TRibonds dec25 etf | $2,433,000 | +5.5% | 92,075 | +7.1% | 0.50% | -2.2% |
CVX | Buy | CHEVRON CORP NEW | $2,363,000 | +20.1% | 20,135 | +3.8% | 0.48% | +11.3% |
IBDR | Buy | ISHARES TRibonds dec2026 | $2,356,000 | +8.3% | 90,390 | +10.1% | 0.48% | +0.4% |
PFF | Buy | ISHARES TRpfd and incm sec | $2,276,000 | +2.7% | 57,725 | +1.1% | 0.47% | -4.9% |
MBB | Sell | ISHARES TRmbs etf | $2,262,000 | -54.2% | 21,051 | -53.9% | 0.46% | -57.5% |
IBDN | Buy | ISHARES TRibonds dec22 etf | $2,263,000 | +12.4% | 90,000 | +13.2% | 0.46% | +4.3% |
BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $2,223,000 | +15.9% | 101,503 | +17.4% | 0.46% | +7.5% |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $2,121,000 | +14.0% | 27,502 | +1.7% | 0.44% | +5.8% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $2,038,000 | -0.4% | 23,680 | -0.5% | 0.42% | -7.5% |
IBDO | Buy | ISHARES TRibonds dec23 etf | $1,942,000 | +3.8% | 75,650 | +5.1% | 0.40% | -3.6% |
VOO | Buy | VANGUARD INDEX FDS | $1,891,000 | +14.9% | 4,332 | +3.8% | 0.39% | +6.3% |
BLK | Sell | BLACKROCK INC | $1,727,000 | +5.6% | 1,886 | -3.3% | 0.35% | -2.2% |
IYW | Buy | ISHARES TRu.s. tech etf | $1,725,000 | +17.7% | 15,026 | +3.8% | 0.35% | +9.0% |
GLD | Buy | SPDR GOLD TR | $1,702,000 | +10.2% | 9,953 | +5.8% | 0.35% | +2.3% |
ATRI | Sell | ATRION CORP | $1,680,000 | -2.7% | 2,383 | -3.7% | 0.34% | -9.7% |
BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $1,612,000 | +14554.5% | 74,803 | +14860.6% | 0.33% | +16400.0% |
IBDP | Buy | ISHARES TRibonds dec24 etf | $1,571,000 | +28.6% | 60,600 | +30.3% | 0.32% | +19.3% |
BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $1,566,000 | +68.6% | 74,017 | +70.8% | 0.32% | +56.6% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,562,000 | +24.5% | 8,984 | +6.9% | 0.32% | +15.5% |
IEFA | Buy | ISHARES TRcore msci eafe | $1,540,000 | +4.1% | 20,634 | +3.6% | 0.32% | -3.4% |
TFI | Buy | SPDR SER TRnuveen blmbrg mu | $1,513,000 | +81.6% | 29,250 | +81.1% | 0.31% | +68.5% |
PAVE | Buy | GLOBAL X FDSus infr dev etf | $1,506,000 | +17.8% | 52,314 | +4.0% | 0.31% | +9.6% |
CL | Buy | COLGATE PALMOLIVE CO | $1,486,000 | +13.6% | 17,418 | +0.7% | 0.30% | +5.5% |
IVV | Buy | ISHARES TRcore s&p500 etf | $1,386,000 | +14.8% | 2,907 | +3.8% | 0.28% | +6.4% |
IBDS | Buy | ISHARES TRibonds 27 etf | $1,372,000 | +50.4% | 51,670 | +52.9% | 0.28% | +39.1% |
XOM | Sell | EXXON MOBIL CORP | $1,320,000 | -3.6% | 21,579 | -7.3% | 0.27% | -10.9% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,230,000 | +13.6% | 17,177 | +1.3% | 0.25% | +5.4% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $1,205,000 | -6.0% | 9,090 | -5.7% | 0.25% | -12.7% |
IQV | Buy | IQVIA HLDGS INC | $1,172,000 | +19.6% | 4,155 | +1.6% | 0.24% | +10.6% |
WFC | WELLS FARGO CO NEW | $1,167,000 | +3.4% | 24,329 | 0.0% | 0.24% | -4.4% | |
LOW | LOWES COS INC | $1,153,000 | +27.4% | 4,462 | 0.0% | 0.24% | +18.0% | |
CCI | CROWN CASTLE INTL CORP NEW | $1,124,000 | +20.5% | 5,385 | 0.0% | 0.23% | +11.7% | |
SSB | SOUTHSTATE CORPORATION | $1,069,000 | +7.2% | 13,348 | 0.0% | 0.22% | -0.5% | |
TIP | ISHARES TRtips bd etf | $1,018,000 | +1.2% | 7,882 | 0.0% | 0.21% | -5.9% | |
PFE | Buy | PFIZER INC | $1,021,000 | +45.2% | 17,289 | +5.8% | 0.21% | +34.8% |
FITB | Sell | FIFTH THIRD BANCORP | $1,015,000 | +0.5% | 23,298 | -2.1% | 0.21% | -6.7% |
ICLN | Sell | ISHARES TRgl clean ene etf | $990,000 | -6.0% | 46,750 | -3.9% | 0.20% | -12.9% |
AXP | AMERICAN EXPRESS CO | $966,000 | -2.3% | 5,904 | 0.0% | 0.20% | -9.6% | |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $948,000 | +62.3% | 8,173 | +42.6% | 0.19% | +50.4% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $938,000 | +7.7% | 11,006 | +0.0% | 0.19% | 0.0% |
IYJ | ISHARES TRus industrials | $912,000 | +5.3% | 8,085 | 0.0% | 0.19% | -2.1% | |
IVE | Buy | ISHARES TRs&p 500 val etf | $893,000 | +8.6% | 5,702 | +0.9% | 0.18% | +0.5% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $884,000 | -0.3% | 6,614 | +3.6% | 0.18% | -7.7% |
ORCL | Sell | ORACLE CORP | $870,000 | -3.8% | 9,981 | -3.9% | 0.18% | -11.0% |
XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $863,000 | +14.6% | 9,529 | +0.2% | 0.18% | +6.6% |
COP | Sell | CONOCOPHILLIPS | $801,000 | +4.0% | 11,100 | -2.3% | 0.16% | -3.5% |
COST | COSTCO WHSL CORP NEW | $797,000 | +26.3% | 1,404 | 0.0% | 0.16% | +17.3% | |
PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $794,000 | +8.5% | 4,622 | 0.0% | 0.16% | +0.6% | |
IJH | ISHARES TRcore s&p mcp etf | $782,000 | +7.6% | 2,764 | 0.0% | 0.16% | -0.6% | |
STIP | Buy | ISHARES TR0-5 yr tips etf | $768,000 | +3.8% | 7,255 | +3.6% | 0.16% | -4.3% |
RGA | Sell | REINSURANCE GRP OF AMERICA I | $760,000 | -33.7% | 6,946 | -32.6% | 0.16% | -38.3% |
NSC | NORFOLK SOUTHN CORP | $703,000 | +24.4% | 2,360 | 0.0% | 0.14% | +15.2% | |
AZO | AUTOZONE INC | $675,000 | +23.4% | 322 | 0.0% | 0.14% | +14.0% | |
CARR | CARRIER GLOBAL CORPORATION | $646,000 | +4.7% | 11,913 | 0.0% | 0.13% | -2.9% | |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $614,000 | +19.5% | 3,001 | +4.7% | 0.13% | +10.5% |
IWO | Sell | ISHARES TRrus 2000 grw etf | $610,000 | -6.4% | 2,082 | -6.3% | 0.12% | -13.2% |
HSIC | HENRY SCHEIN INC | $595,000 | +1.7% | 7,675 | 0.0% | 0.12% | -5.4% | |
USFR | Sell | WISDOMTREE TRfloatng rat trea | $589,000 | -1.3% | 23,490 | -1.3% | 0.12% | -8.3% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $566,000 | +14.1% | 6,765 | +0.7% | 0.12% | +5.5% |
IYH | Buy | ISHARES TRus hlthcare etf | $548,000 | +13.2% | 1,824 | +4.0% | 0.11% | +4.7% |
SLQD | Buy | ISHARES TR0-5yr invt gr cp | $532,000 | -1.3% | 10,427 | +0.0% | 0.11% | -8.4% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $520,000 | +6.3% | 4,570 | -2.8% | 0.11% | -0.9% |
SBUX | STARBUCKS CORP | $501,000 | +6.1% | 4,281 | 0.0% | 0.10% | -1.0% | |
T | Sell | AT&T INC | $484,000 | -36.3% | 19,670 | -30.1% | 0.10% | -41.1% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $477,000 | -18.9% | 5,626 | -18.2% | 0.10% | -24.6% |
VXUS | VANGUARD STAR FDSvg tl intl stk f | $480,000 | +0.4% | 7,554 | 0.0% | 0.10% | -7.5% | |
EZM | WISDOMTREE TRus midcap fund | $472,000 | +8.3% | 8,384 | 0.0% | 0.10% | +1.0% | |
INTC | INTEL CORP | $461,000 | -3.2% | 8,943 | 0.0% | 0.09% | -10.5% | |
USB | Sell | US BANCORP DEL | $453,000 | -7.9% | 8,071 | -2.4% | 0.09% | -14.7% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $448,000 | -0.7% | 7,180 | -5.9% | 0.09% | -8.0% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $427,000 | -2.3% | 8,744 | +0.8% | 0.09% | -10.3% |
EFG | Buy | ISHARES TReafe grwth etf | $419,000 | +4.2% | 3,800 | +0.6% | 0.09% | -3.4% |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $421,000 | +10.5% | 2,990 | 0.0% | 0.09% | +2.4% | |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $397,000 | +18.9% | 7,153 | +11.7% | 0.08% | +9.5% |
ICF | Buy | ISHARES TRcohen steer reit | $378,000 | +17.0% | 4,967 | +0.5% | 0.08% | +8.5% |
VGT | VANGUARD WORLD FDSinf tech etf | $376,000 | +14.3% | 820 | 0.0% | 0.08% | +5.5% | |
RY | ROYAL BK CDA | $372,000 | +6.9% | 3,503 | 0.0% | 0.08% | -1.3% | |
MRK | MERCK & CO INC | $354,000 | +2.3% | 4,613 | 0.0% | 0.07% | -3.9% | |
RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $358,000 | +12.6% | 1,105 | 0.0% | 0.07% | +4.3% | |
MAR | MARRIOTT INTL INC NEWcl a | $331,000 | +11.4% | 2,005 | 0.0% | 0.07% | +3.0% | |
XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $308,000 | +41.3% | 5,935 | +21.2% | 0.06% | +31.2% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $307,000 | +16.7% | 7,902 | +16.3% | 0.06% | +8.6% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $305,000 | +11.3% | 766 | +0.3% | 0.06% | +1.6% |
DOW | Buy | DOW INC | $282,000 | +8.5% | 4,965 | +10.0% | 0.06% | +1.8% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $283,000 | +11.9% | 1,173 | +3.1% | 0.06% | +3.6% |
SNA | Sell | SNAP ON INC | $282,000 | +1.8% | 1,308 | -1.5% | 0.06% | -4.9% |
Sell | GENERAL ELECTRIC CO | $285,000 | -10.1% | 3,017 | -2.0% | 0.06% | -17.1% | |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $285,000 | +6.3% | 2,780 | +3.7% | 0.06% | -1.7% |
OTIS | OTIS WORLDWIDE CORP | $270,000 | +5.9% | 3,098 | 0.0% | 0.06% | -1.8% | |
V | VISA INC | $268,000 | -2.5% | 1,235 | 0.0% | 0.06% | -9.8% | |
XLC | Buy | SELECT SECTOR SPDR TR | $267,000 | +16.1% | 3,436 | +19.9% | 0.06% | +7.8% |
XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $264,000 | +8.2% | 2,490 | -0.2% | 0.05% | 0.0% |
FLOT | Buy | ISHARES TRfltg rate nt etf | $264,000 | 0.0% | 5,202 | +0.0% | 0.05% | -6.9% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $265,000 | +36.6% | 3,021 | +39.5% | 0.05% | +25.6% |
YUM | YUM BRANDS INC | $240,000 | +13.2% | 1,730 | 0.0% | 0.05% | +4.3% | |
CVS | Buy | CVS HEALTH CORP | $240,000 | +21.8% | 2,328 | +0.2% | 0.05% | +11.4% |
DE | DEERE & CO | $238,000 | +2.6% | 694 | 0.0% | 0.05% | -3.9% | |
DD | Buy | DUPONT DE NEMOURS INC | $240,000 | +21.2% | 2,966 | +1.7% | 0.05% | +11.4% |
LULU | LULULEMON ATHLETICA INC | $234,000 | -3.3% | 598 | 0.0% | 0.05% | -9.4% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $232,000 | +7.4% | 449 | 0.0% | 0.05% | 0.0% | |
IWN | Sell | ISHARES TRrus 2000 val etf | $236,000 | +1.7% | 1,419 | -2.1% | 0.05% | -5.9% |
ITW | ILLINOIS TOOL WKS INC | $227,000 | +19.5% | 921 | 0.0% | 0.05% | +11.9% | |
UNH | UNITEDHEALTH GROUP INC | $222,000 | +28.3% | 443 | 0.0% | 0.04% | +18.4% | |
PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $222,000 | +5.2% | 1,157 | 0.0% | 0.04% | -4.3% | |
IYY | ISHARES TRdow jones us etf | $215,000 | +9.1% | 1,828 | 0.0% | 0.04% | 0.0% | |
GPC | GENUINE PARTS CO | $215,000 | +15.6% | 1,531 | 0.0% | 0.04% | +7.3% | |
VIS | VANGUARD WORLD FDSindustrial etf | $208,000 | +8.3% | 1,023 | 0.0% | 0.04% | +2.4% | |
AGG | Sell | ISHARES TRcore us aggbd et | $207,000 | -2.8% | 1,817 | -2.2% | 0.04% | -10.6% |
ARKK | Sell | ARK ETF TRinnovation etf | $204,000 | -45.2% | 2,161 | -35.8% | 0.04% | -48.8% |
SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $206,000 | +19.1% | 4,913 | +10.8% | 0.04% | +10.5% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $200,000 | +47.1% | 1,095 | +47.0% | 0.04% | +36.7% |
D | DOMINION ENERGY INC | $197,000 | +7.7% | 2,508 | 0.0% | 0.04% | 0.0% | |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $191,000 | -19.7% | 1,610 | 0.0% | 0.04% | -26.4% | |
SLB | Sell | SCHLUMBERGER LTD | $186,000 | -8.4% | 6,205 | -9.2% | 0.04% | -15.6% |
ILCG | ISHARES TRmorningstar grwt | $187,000 | +10.0% | 2,600 | 0.0% | 0.04% | 0.0% | |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $182,000 | +7.7% | 3,000 | 0.0% | 0.04% | 0.0% | |
NVO | NOVO-NORDISK A Sadr | $180,000 | +16.9% | 1,605 | 0.0% | 0.04% | +8.8% | |
MDB | MONGODB INCcl a | $174,000 | +12.3% | 328 | 0.0% | 0.04% | +5.9% | |
BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $177,000 | -15.3% | 8,225 | -14.5% | 0.04% | -21.7% |
PM | PHILIP MORRIS INTL INC | $169,000 | 0.0% | 1,781 | 0.0% | 0.04% | -5.4% | |
WDFC | WD 40 CO | $169,000 | +5.6% | 690 | 0.0% | 0.04% | 0.0% | |
QCOM | QUALCOMM INC | $165,000 | +42.2% | 902 | 0.0% | 0.03% | +30.8% | |
IWR | ISHARES TRrus mid cap etf | $167,000 | +5.7% | 2,016 | 0.0% | 0.03% | -2.9% | |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $166,000 | -1.8% | 4,010 | +1.2% | 0.03% | -8.1% |
VDE | VANGUARD WORLD FDSenergy etf | $163,000 | +5.2% | 2,100 | 0.0% | 0.03% | -2.9% | |
TSLA | TESLA INC | $154,000 | +36.3% | 146 | 0.0% | 0.03% | +28.0% | |
TXN | Buy | TEXAS INSTRS INC | $157,000 | +5.4% | 831 | +6.9% | 0.03% | -3.0% |
SYY | SYSCO CORP | $157,000 | 0.0% | 2,000 | 0.0% | 0.03% | -8.6% | |
PLD | PROLOGIS INC. | $154,000 | +33.9% | 914 | 0.0% | 0.03% | +28.0% | |
MO | ALTRIA GROUP INC | $147,000 | +4.3% | 3,105 | 0.0% | 0.03% | -3.2% | |
UCBI | New | UNITED CMNTY BKS BLAIRSVLE G | $147,000 | – | 4,077 | +100.0% | 0.03% | – |
GS | GOLDMAN SACHS GROUP INC | $143,000 | +0.7% | 375 | 0.0% | 0.03% | -6.5% | |
LOB | LIVE OAK BANCSHARES INC | $140,000 | +37.3% | 1,600 | 0.0% | 0.03% | +26.1% | |
VTV | VANGUARD INDEX FDSvalue etf | $140,000 | +8.5% | 952 | 0.0% | 0.03% | 0.0% | |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $140,000 | -12.5% | 1,731 | -11.2% | 0.03% | -17.1% |
PSX | PHILLIPS 66 | $139,000 | +3.0% | 1,921 | 0.0% | 0.03% | -6.7% | |
VMC | VULCAN MATLS CO | $139,000 | +21.9% | 672 | 0.0% | 0.03% | +12.0% | |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $138,000 | +7.0% | 994 | +0.1% | 0.03% | -3.4% |
ECL | ECOLAB INC | $137,000 | +12.3% | 585 | 0.0% | 0.03% | +3.7% | |
IGE | Buy | ISHARES TRnorth amern nat | $131,000 | +7.4% | 4,170 | +0.8% | 0.03% | 0.0% |
VDC | VANGUARD WORLD FDSconsum stp etf | $132,000 | +11.9% | 661 | 0.0% | 0.03% | +3.8% | |
HYG | Buy | ISHARES TRiboxx hi yd etf | $132,000 | +5.6% | 1,516 | +6.4% | 0.03% | -3.6% |
IWV | Sell | ISHARES TRrussell 3000 etf | $128,000 | -10.5% | 460 | -17.9% | 0.03% | -18.8% |
BAX | Sell | BAXTER INTL INC | $129,000 | -25.0% | 1,507 | -29.7% | 0.03% | -31.6% |
IJS | ISHARES TRsp smcp600vl etf | $124,000 | +4.2% | 1,185 | 0.0% | 0.02% | -3.8% | |
DGRW | WISDOMTREE TRus qtly div grt | $120,000 | +12.1% | 1,818 | 0.0% | 0.02% | +4.2% | |
NOC | Buy | NORTHROP GRUMMAN CORP | $121,000 | +14.2% | 313 | +6.8% | 0.02% | +8.7% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $119,000 | +142.9% | 827 | +74.1% | 0.02% | +118.2% |
DXCM | Buy | DEXCOM INC | $117,000 | +17.0% | 217 | +19.2% | 0.02% | +9.1% |
CAT | CATERPILLAR INC | $118,000 | +8.3% | 570 | 0.0% | 0.02% | 0.0% | |
BKNG | BOOKING HOLDINGS INC | $106,000 | +1.9% | 44 | 0.0% | 0.02% | -4.3% | |
LRFC | LOGAN RIDGE FINANCE CORP | $109,000 | -10.7% | 4,729 | 0.0% | 0.02% | -18.5% | |
KMB | KIMBERLY-CLARK CORP | $106,000 | +8.2% | 739 | 0.0% | 0.02% | 0.0% | |
VPU | VANGUARD WORLD FDSutilities etf | $102,000 | +13.3% | 650 | 0.0% | 0.02% | +5.0% | |
FLO | FLOWERS FOODS INC | $101,000 | +16.1% | 3,675 | 0.0% | 0.02% | +10.5% | |
ATO | Sell | ATMOS ENERGY CORP | $96,000 | -24.4% | 915 | -36.5% | 0.02% | -28.6% |
IHF | Buy | ISHARES TRus hlthcr pr etf | $98,000 | +24.1% | 337 | +9.8% | 0.02% | +17.6% |
VO | VANGUARD INDEX FDSmid cap etf | $98,000 | +7.7% | 386 | 0.0% | 0.02% | 0.0% | |
BK | BANK NEW YORK MELLON CORP | $100,000 | +12.4% | 1,723 | 0.0% | 0.02% | 0.0% | |
BR | BROADRIDGE FINL SOLUTIONS IN | $99,000 | +10.0% | 543 | 0.0% | 0.02% | 0.0% | |
TSCO | TRACTOR SUPPLY CO | $95,000 | +17.3% | 400 | 0.0% | 0.02% | +5.6% | |
MKC | MCCORMICK & CO INC | $94,000 | +19.0% | 970 | 0.0% | 0.02% | +11.8% | |
AMAT | APPLIED MATLS INC | $94,000 | +22.1% | 600 | 0.0% | 0.02% | +11.8% | |
FDX | FEDEX CORP | $93,000 | +17.7% | 360 | 0.0% | 0.02% | +11.8% | |
IGSB | Buy | ISHARES TR | $89,000 | 0.0% | 1,644 | +0.7% | 0.02% | -10.0% |
UTG | REAVES UTIL INCOME FD | $88,000 | +7.3% | 2,500 | 0.0% | 0.02% | 0.0% | |
DHR | DANAHER CORPORATION | $88,000 | +8.6% | 266 | 0.0% | 0.02% | 0.0% | |
LNC | LINCOLN NATL CORP IND | $86,000 | 0.0% | 1,256 | 0.0% | 0.02% | -5.3% | |
BFS | SAUL CTRS INC | $90,000 | +20.0% | 1,700 | 0.0% | 0.02% | +5.9% | |
NUE | NUCOR CORP | $87,000 | +16.0% | 762 | 0.0% | 0.02% | +5.9% | |
VFH | VANGUARD WORLD FDSfinancials etf | $87,000 | +4.8% | 897 | 0.0% | 0.02% | 0.0% | |
PCAR | PACCAR INC | $86,000 | +11.7% | 979 | 0.0% | 0.02% | +5.9% | |
LDOS | LEIDOS HOLDINGS INC | $89,000 | -7.3% | 1,000 | 0.0% | 0.02% | -14.3% | |
QDEF | FLEXSHARES TRqlt div def idx | $82,000 | +12.3% | 1,377 | 0.0% | 0.02% | +6.2% | |
FISV | FISERV INC | $85,000 | -4.5% | 818 | 0.0% | 0.02% | -15.0% | |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $82,000 | +26.2% | 1,460 | +13.2% | 0.02% | +21.4% |
KMI | KINDER MORGAN INC DEL | $83,000 | -4.6% | 5,202 | 0.0% | 0.02% | -10.5% | |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $83,000 | +31.7% | 125 | +13.6% | 0.02% | +21.4% |
EWA | Buy | ISHARES INCmsci aust etf | $85,000 | +3.7% | 3,415 | +2.8% | 0.02% | -5.6% |
ILMN | ILLUMINA INC | $77,000 | -6.1% | 202 | 0.0% | 0.02% | -11.1% | |
AMP | AMERIPRISE FINL INC | $80,000 | +14.3% | 265 | 0.0% | 0.02% | +6.7% | |
PPG | Sell | PPG INDS INC | $79,000 | -1.2% | 456 | -18.0% | 0.02% | -11.1% |
CMI | CUMMINS INC | $72,000 | -2.7% | 330 | 0.0% | 0.02% | -6.2% | |
TGT | TARGET CORP | $71,000 | +1.4% | 307 | 0.0% | 0.02% | 0.0% | |
SLV | Buy | ISHARES SILVER TRishares | $71,000 | +144.8% | 3,300 | +135.7% | 0.02% | +150.0% |
AME | AMETEK INC | $69,000 | +19.0% | 470 | 0.0% | 0.01% | +7.7% | |
RWR | SPDR SER TRdj reit etf | $69,000 | +15.0% | 567 | 0.0% | 0.01% | +7.7% | |
FLRN | Buy | SPDR SER TRbloomberg invt | $69,000 | -1.4% | 2,270 | +0.1% | 0.01% | -6.7% |
EES | Sell | WISDOMTREE TRus smallcap fund | $67,000 | +1.5% | 1,310 | -3.7% | 0.01% | -6.7% |
ALL | ALLSTATE CORP | $68,000 | -6.8% | 576 | 0.0% | 0.01% | -12.5% | |
ISCG | ISHARES TRmrgstr sm cp gr | $70,000 | +1.4% | 1,410 | 0.0% | 0.01% | -6.7% | |
PYZ | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $68,000 | +11.5% | 716 | 0.0% | 0.01% | +7.7% | |
FVD | FIRST TR VALUE LINE DIVID IN | $67,000 | +9.8% | 1,550 | 0.0% | 0.01% | +7.7% | |
BA | BOEING CO | $68,000 | -9.3% | 339 | 0.0% | 0.01% | -17.6% | |
EPP | ISHARES INCmsci pac jp etf | $62,000 | -1.6% | 1,300 | 0.0% | 0.01% | -7.1% | |
LMT | Buy | LOCKHEED MARTIN CORP | $64,000 | +23.1% | 180 | +20.0% | 0.01% | +18.2% |
ANET | Buy | ARISTA NETWORKS INC | $63,000 | +70.3% | 436 | +300.0% | 0.01% | +62.5% |
DAL | Sell | DELTA AIR LINES INC DEL | $63,000 | -27.6% | 1,623 | -20.8% | 0.01% | -31.6% |
BP | BP PLCsponsored adr | $64,000 | -3.0% | 2,405 | 0.0% | 0.01% | -13.3% | |
BACPRL | New | BK OF AMERICA CORP7.25%cnv pfd l | $65,000 | – | 45 | +100.0% | 0.01% | – |
DVY | ISHARES TRselect divid etf | $57,000 | +7.5% | 463 | 0.0% | 0.01% | 0.0% | |
EPD | ENTERPRISE PRODS PARTNERS L | $59,000 | +1.7% | 2,685 | 0.0% | 0.01% | -7.7% | |
EMR | EMERSON ELEC CO | $60,000 | 0.0% | 642 | 0.0% | 0.01% | -7.7% | |
MAXR | MAXAR TECHNOLOGIES INC | $59,000 | +3.5% | 2,000 | 0.0% | 0.01% | -7.7% | |
INTU | INTUIT | $57,000 | +18.8% | 89 | 0.0% | 0.01% | +9.1% | |
CRWD | CROWDSTRIKE HLDGS INCcl a | $55,000 | -16.7% | 270 | 0.0% | 0.01% | -26.7% | |
BFB | BROWN FORMAN CORPcl b | $52,000 | +8.3% | 717 | 0.0% | 0.01% | 0.0% | |
PNFP | PINNACLE FINL PARTNERS INC | $54,000 | +1.9% | 565 | 0.0% | 0.01% | -8.3% | |
EXEL | EXELIXIS INC | $55,000 | -12.7% | 3,000 | 0.0% | 0.01% | -21.4% | |
SLYV | SPDR SER TRs&p 600 smcp val | $52,000 | +4.0% | 616 | 0.0% | 0.01% | 0.0% | |
SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $48,000 | +11.6% | 700 | 0.0% | 0.01% | 0.0% | |
NET | CLOUDFLARE INC | $47,000 | +14.6% | 360 | 0.0% | 0.01% | +11.1% | |
MRNA | MODERNA INC | $51,000 | -33.8% | 200 | 0.0% | 0.01% | -41.2% | |
BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $49,000 | +8.9% | 800 | 0.0% | 0.01% | 0.0% | |
VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $51,000 | -1.9% | 968 | 0.0% | 0.01% | -9.1% | |
SHY | ISHARES TR1 3 yr treas bd | $50,000 | 0.0% | 584 | 0.0% | 0.01% | -9.1% | |
ISCV | ISHARES TRmrning sm cp etf | $50,000 | +4.2% | 840 | 0.0% | 0.01% | -9.1% | |
SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $42,000 | +10.5% | 255 | 0.0% | 0.01% | +12.5% | |
ADBE | ADOBE SYSTEMS INCORPORATED | $45,000 | 0.0% | 79 | 0.0% | 0.01% | -10.0% | |
MU | MICRON TECHNOLOGY INC | $45,000 | +32.4% | 482 | 0.0% | 0.01% | +12.5% | |
MNKD | MANNKIND CORP | $46,000 | 0.0% | 10,626 | 0.0% | 0.01% | -10.0% | |
FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $42,000 | +7.7% | 850 | 0.0% | 0.01% | 0.0% | |
RDSA | ROYAL DUTCH SHELL PLCspons adr a | $41,000 | -2.4% | 942 | 0.0% | 0.01% | -11.1% | |
ZTS | ZOETIS INCcl a | $40,000 | +25.0% | 165 | 0.0% | 0.01% | +14.3% | |
SLF | SUN LIFE FINANCIAL INC. | $39,000 | +8.3% | 695 | 0.0% | 0.01% | 0.0% | |
GPN | GLOBAL PMTS INC | $37,000 | -15.9% | 277 | 0.0% | 0.01% | -20.0% | |
NPO | ENPRO INDS INC | $38,000 | +26.7% | 343 | 0.0% | 0.01% | +14.3% | |
AYI | ACUITY BRANDS INC | $39,000 | +21.9% | 184 | 0.0% | 0.01% | +14.3% | |
ACN | ACCENTURE PLC IRELAND | $41,000 | +28.1% | 100 | 0.0% | 0.01% | +14.3% | |
SYK | STRYKER CORPORATION | $37,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% | |
SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $40,000 | -31.0% | 794 | -29.5% | 0.01% | -38.5% |
CTVA | CORTEVA INC | $35,000 | +12.9% | 741 | 0.0% | 0.01% | 0.0% | |
IEMG | ISHARES INCcore msci emkt | $34,000 | -2.9% | 562 | 0.0% | 0.01% | -12.5% | |
NOW | SERVICENOW INC | $32,000 | +3.2% | 50 | 0.0% | 0.01% | 0.0% | |
XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $36,000 | +12.5% | 617 | 0.0% | 0.01% | 0.0% | |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $35,000 | +2.9% | 308 | -6.1% | 0.01% | -12.5% |
DXPE | DXP ENTERPRISES INC | $36,000 | -12.2% | 1,400 | 0.0% | 0.01% | -22.2% | |
ANTM | ANTHEM INC | $32,000 | +23.1% | 70 | 0.0% | 0.01% | +16.7% | |
BX | Buy | BLACKSTONE INC | $35,000 | +9.4% | 274 | +0.7% | 0.01% | 0.0% |
DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $33,000 | +10.0% | 90 | 0.0% | 0.01% | 0.0% | |
XLNX | XILINX INC | $35,000 | +40.0% | 165 | 0.0% | 0.01% | +16.7% | |
IEX | IDEX CORP | $35,000 | +12.9% | 150 | 0.0% | 0.01% | 0.0% | |
EOG | New | EOG RES INC | $32,000 | – | 360 | +100.0% | 0.01% | – |
RJF | RAYMOND JAMES FINL INC | $36,000 | +9.1% | 359 | 0.0% | 0.01% | 0.0% | |
DKS | DICKS SPORTING GOODS INC | $36,000 | -2.7% | 310 | 0.0% | 0.01% | -12.5% | |
WPC | Sell | WP CAREY INC | $32,000 | -27.3% | 396 | -33.6% | 0.01% | -30.0% |
GIS | GENERAL MLS INC | $32,000 | +10.3% | 480 | 0.0% | 0.01% | +16.7% | |
CMCSA | COMCAST CORP NEWcl a | $32,000 | -11.1% | 645 | 0.0% | 0.01% | -12.5% | |
IAU | ISHARES GOLD TRishares new | $27,000 | +3.8% | 772 | 0.0% | 0.01% | 0.0% | |
MDLZ | MONDELEZ INTL INCcl a | $30,000 | +15.4% | 451 | 0.0% | 0.01% | 0.0% | |
BOTZ | GLOBAL X FDSrbtcs artfl inte | $29,000 | 0.0% | 800 | 0.0% | 0.01% | 0.0% | |
EL | LAUDER ESTEE COS INCcl a | $28,000 | +21.7% | 76 | 0.0% | 0.01% | +20.0% | |
KR | KROGER CO | $28,000 | +12.0% | 618 | 0.0% | 0.01% | 0.0% | |
ITOT | ISHARES TRcore s&p ttl stk | $28,000 | +7.7% | 262 | 0.0% | 0.01% | 0.0% | |
IWS | ISHARES TRrus mdcp val etf | $30,000 | +7.1% | 248 | 0.0% | 0.01% | 0.0% | |
ENPH | ENPHASE ENERGY INC | $30,000 | +20.0% | 165 | 0.0% | 0.01% | 0.0% | |
F | FORD MTR CO DEL | $30,000 | +42.9% | 1,455 | 0.0% | 0.01% | +20.0% | |
AIZ | ASSURANT INC | $28,000 | -3.4% | 181 | 0.0% | 0.01% | 0.0% | |
TM | TOYOTA MOTOR CORPads | $28,000 | +3.7% | 151 | 0.0% | 0.01% | 0.0% | |
PBA | PEMBINA PIPELINE CORP | $28,000 | -3.4% | 915 | 0.0% | 0.01% | 0.0% | |
New | RIVIAN AUTOMOTIVE INC | $27,000 | – | 265 | +100.0% | 0.01% | – | |
SKT | Sell | TANGER FACTORY OUTLET CTRS I | $29,000 | -3.3% | 1,529 | -16.4% | 0.01% | -14.3% |
KRC | KILROY RLTY CORP | $27,000 | +3.8% | 400 | 0.0% | 0.01% | 0.0% | |
DOCU | Buy | DOCUSIGN INC | $24,000 | +60.0% | 157 | +175.4% | 0.01% | +66.7% |
TRV | TRAVELERS COMPANIES INC | $22,000 | +4.8% | 138 | 0.0% | 0.01% | 0.0% | |
FHN | New | FIRST HORIZON CORPORATION | $22,000 | – | 1,329 | +100.0% | 0.01% | – |
GLW | CORNING INC | $24,000 | +4.3% | 632 | 0.0% | 0.01% | 0.0% | |
ULTA | Buy | ULTA BEAUTY INC | $25,000 | +78.6% | 60 | +50.0% | 0.01% | +66.7% |
COIN | COINBASE GLOBAL INC | $25,000 | +8.7% | 100 | 0.0% | 0.01% | 0.0% | |
YUMC | YUM CHINA HLDGS INC | $25,000 | -16.7% | 510 | 0.0% | 0.01% | -28.6% | |
C | CITIGROUP INC | $22,000 | -12.0% | 361 | 0.0% | 0.01% | -16.7% | |
FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $22,000 | 0.0% | 667 | 0.0% | 0.01% | 0.0% | |
JBHT | HUNT J B TRANS SVCS INC | $24,000 | +26.3% | 115 | 0.0% | 0.01% | +25.0% | |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $22,000 | +22.2% | 305 | +13.0% | 0.01% | +25.0% |
FYLD | CAMBRIA ETF TRcambria fgn shr | $23,000 | 0.0% | 850 | 0.0% | 0.01% | 0.0% | |
VB | VANGUARD INDEX FDSsmall cp etf | $22,000 | 0.0% | 99 | 0.0% | 0.01% | 0.0% | |
KRE | SPDR SER TRs&p regl bkg | $23,000 | +4.5% | 328 | 0.0% | 0.01% | 0.0% | |
IYM | ISHARES TRu.s. bas mtl etf | $24,000 | +14.3% | 169 | 0.0% | 0.01% | 0.0% | |
AUPH | AURINIA PHARMACEUTICALS INC | $26,000 | +4.0% | 1,120 | 0.0% | 0.01% | -16.7% | |
AZN | ASTRAZENECA PLCsponsored adr | $22,000 | -4.3% | 375 | 0.0% | 0.01% | 0.0% | |
NFLX | NETFLIX INC | $22,000 | 0.0% | 36 | 0.0% | 0.01% | 0.0% | |
LEA | LEAR CORP | $24,000 | +20.0% | 130 | 0.0% | 0.01% | +25.0% | |
VAC | MARRIOTT VACATIONS WORLDWIDE | $19,000 | +5.6% | 115 | 0.0% | 0.00% | 0.0% | |
XEL | XCEL ENERGY INC | $20,000 | +5.3% | 300 | 0.0% | 0.00% | 0.0% | |
FVRR | FIVERR INTL LTD | $20,000 | -39.4% | 180 | 0.0% | 0.00% | -42.9% | |
IWB | ISHARES TRrus 1000 etf | $19,000 | +11.8% | 70 | 0.0% | 0.00% | 0.0% | |
CB | CHUBB LIMITED | $19,000 | +11.8% | 98 | 0.0% | 0.00% | 0.0% | |
STT | STATE STR CORP | $19,000 | +11.8% | 200 | 0.0% | 0.00% | 0.0% | |
PDM | PIEDMONT OFFICE REALTY TR IN | $20,000 | +5.3% | 1,068 | 0.0% | 0.00% | 0.0% | |
RXI | ISHARES TRglb cns disc etf | $18,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% | |
IONS | IONIS PHARMACEUTICALS INC | $18,000 | -10.0% | 600 | 0.0% | 0.00% | 0.0% | |
IYF | ISHARES TRu.s. finls etf | $19,000 | +5.6% | 216 | 0.0% | 0.00% | 0.0% | |
SMOG | VANECK ETF TRUSTlow carbn energy | $18,000 | +12.5% | 110 | 0.0% | 0.00% | 0.0% | |
IDU | ISHARES TRu.s. utilits etf | $19,000 | +11.8% | 215 | 0.0% | 0.00% | 0.0% | |
ANSS | ANSYS INC | $18,000 | +12.5% | 46 | 0.0% | 0.00% | 0.0% | |
MSI | MOTOROLA SOLUTIONS INC | $20,000 | +17.6% | 74 | 0.0% | 0.00% | 0.0% | |
GSK | GLAXOSMITHKLINE PLCsponsored adr | $20,000 | +17.6% | 455 | 0.0% | 0.00% | 0.0% | |
PRK | PARK NATL CORP | $21,000 | +10.5% | 154 | 0.0% | 0.00% | 0.0% | |
QLD | New | PROSHARES TR | $20,000 | – | 230 | +100.0% | 0.00% | – |
AMT | AMERICAN TOWER CORP NEW | $19,000 | +5.6% | 66 | 0.0% | 0.00% | 0.0% | |
SBAC | SBA COMMUNICATIONS CORP NEWcl a | $20,000 | +17.6% | 52 | 0.0% | 0.00% | 0.0% | |
APH | AMPHENOL CORP NEWcl a | $20,000 | +17.6% | 232 | 0.0% | 0.00% | 0.0% | |
URI | UNITED RENTALS INC | $13,000 | -7.1% | 40 | 0.0% | 0.00% | 0.0% | |
MDT | MEDTRONIC PLC | $15,000 | -21.1% | 148 | 0.0% | 0.00% | -25.0% | |
APD | AIR PRODS & CHEMS INC | $14,000 | +16.7% | 46 | 0.0% | 0.00% | 0.0% | |
GD | GENERAL DYNAMICS CORP | $15,000 | +7.1% | 72 | 0.0% | 0.00% | 0.0% | |
UAA | UNDER ARMOUR INCcl a | $13,000 | +8.3% | 600 | 0.0% | 0.00% | 0.0% | |
MCK | MCKESSON CORP | $13,000 | +30.0% | 51 | 0.0% | 0.00% | +50.0% | |
FTV | FORTIVE CORP | $16,000 | +6.7% | 206 | 0.0% | 0.00% | 0.0% | |
SKYY | FIRST TR EXCHANGE TRADED FD | $13,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% | |
FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $16,000 | +6.7% | 130 | 0.0% | 0.00% | 0.0% | |
FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $13,000 | -7.1% | 58 | 0.0% | 0.00% | 0.0% | |
SIRI | Sell | SIRIUS XM HOLDINGS INC | $16,000 | -15.8% | 2,588 | -16.3% | 0.00% | -25.0% |
MGM | MGM RESORTS INTERNATIONAL | $13,000 | +8.3% | 288 | 0.0% | 0.00% | 0.0% | |
MP | MP MATERIALS CORP | $17,000 | +41.7% | 375 | 0.0% | 0.00% | 0.0% | |
ESPR | ESPERION THERAPEUTICS INC NE | $13,000 | -56.7% | 2,500 | 0.0% | 0.00% | -57.1% | |
SJM | SMUCKER J M CO | $14,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
MPC | MARATHON PETE CORP | $17,000 | +6.2% | 264 | 0.0% | 0.00% | -25.0% | |
SON | SONOCO PRODS CO | $17,000 | -5.6% | 300 | 0.0% | 0.00% | -25.0% | |
EXC | EXELON CORP | $14,000 | +16.7% | 250 | 0.0% | 0.00% | 0.0% | |
ROP | ROPER TECHNOLOGIES INC | $17,000 | +13.3% | 34 | 0.0% | 0.00% | 0.0% | |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $13,000 | +18.2% | 175 | +2.9% | 0.00% | +50.0% |
NVS | NOVARTIS AGsponsored adr | $15,000 | +7.1% | 172 | 0.0% | 0.00% | 0.0% | |
VTRS | Sell | VIATRIS INC | $17,000 | -5.6% | 1,273 | -5.9% | 0.00% | -25.0% |
VIAC | VIACOMCBS INCcl b | $15,000 | -25.0% | 500 | 0.0% | 0.00% | -25.0% | |
RSG | REPUBLIC SVCS INC | $16,000 | +14.3% | 118 | 0.0% | 0.00% | 0.0% | |
IWD | ISHARES TRrus 1000 val etf | $13,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
BMRN | BIOMARIN PHARMACEUTICAL INC | $14,000 | +16.7% | 160 | 0.0% | 0.00% | 0.0% | |
CDK | CDK GLOBAL INC | $13,000 | 0.0% | 305 | 0.0% | 0.00% | 0.0% | |
KBA | KRANESHARES TRbosera msci ch | $13,000 | -7.1% | 300 | 0.0% | 0.00% | 0.0% | |
New | INVENTRUST PPTYS CORP | $15,000 | – | 566 | +100.0% | 0.00% | – | |
SBIO | ALPS ETF TRmed breakthgh | $16,000 | -5.9% | 375 | 0.0% | 0.00% | -25.0% | |
LHX | L3HARRIS TECHNOLOGIES INC | $14,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
RF | REGIONS FINANCIAL CORP NEW | $16,000 | 0.0% | 750 | 0.0% | 0.00% | -25.0% | |
ISRG | Buy | INTUITIVE SURGICAL INC | $14,000 | +7.7% | 39 | +200.0% | 0.00% | 0.0% |
DLTH | DULUTH HLDGS INC | $14,000 | +7.7% | 948 | 0.0% | 0.00% | 0.0% | |
IDCC | INTERDIGITAL INC | $14,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
IDXX | IDEXX LABS INC | $14,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
HSY | HERSHEY CO | $13,000 | +18.2% | 65 | 0.0% | 0.00% | +50.0% | |
New | KYNDRYL HLDGS INC | $9,000 | – | 513 | +100.0% | 0.00% | – | |
AHCO | ADAPTHEALTH CORP | $8,000 | 0.0% | 329 | 0.0% | 0.00% | 0.0% | |
New | ALLBIRDS INC | $11,000 | – | 754 | +100.0% | 0.00% | – | |
ABG | ASBURY AUTOMOTIVE GROUP INC | $8,000 | -11.1% | 45 | 0.0% | 0.00% | 0.0% | |
BXMT | BLACKSTONE MTG TR INC | $9,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
CI | CIGNA CORP NEW | $11,000 | +10.0% | 50 | 0.0% | 0.00% | 0.0% | |
CGC | CANOPY GROWTH CORP | $9,000 | -40.0% | 1,088 | 0.0% | 0.00% | -33.3% | |
CLFD | CLEARFIELD INC | $9,000 | +80.0% | 110 | 0.0% | 0.00% | +100.0% | |
DOV | DOVER CORP | $8,000 | +14.3% | 45 | 0.0% | 0.00% | 0.0% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $9,000 | -25.0% | 850 | 0.0% | 0.00% | -33.3% | |
EW | Sell | EDWARDS LIFESCIENCES CORP | $9,000 | -85.7% | 69 | -87.6% | 0.00% | -85.7% |
EPIX | ESSA PHARMA INC | $9,000 | +80.0% | 600 | 0.0% | 0.00% | +100.0% | |
ETSY | ETSY INC | $11,000 | +10.0% | 50 | 0.0% | 0.00% | 0.0% | |
FATE | FATE THERAPEUTICS INC | $10,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
FBNC | FIRST BANCORP N C | $8,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% | |
GM | GENERAL MTRS CO | $8,000 | +14.3% | 132 | 0.0% | 0.00% | 0.0% | |
LIT | GLOBAL X FDSlithium btry etf | $8,000 | +14.3% | 90 | 0.0% | 0.00% | 0.0% | |
HEP | HOLLY ENERGY PARTNERS L P | $10,000 | -9.1% | 600 | 0.0% | 0.00% | 0.0% | |
IP | INTERNATIONAL PAPER CO | $9,000 | -18.2% | 200 | 0.0% | 0.00% | 0.0% | |
ITCI | INTRA-CELLULAR THERAPIES INC | $8,000 | +33.3% | 150 | 0.0% | 0.00% | +100.0% | |
EWCO | New | INVESCO EXCHANGE TRADED FD Ts&p 500a eql | $12,000 | – | 325 | +100.0% | 0.00% | – |
SCZ | ISHARES TReafe sml cp etf | $10,000 | -9.1% | 142 | 0.0% | 0.00% | 0.0% | |
IGIB | ISHARES TR | $12,000 | 0.0% | 200 | 0.0% | 0.00% | -33.3% | |
KFRC | KFORCE INC | $11,000 | +37.5% | 140 | 0.0% | 0.00% | 0.0% | |
MS | MORGAN STANLEY | $10,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
OGN | Sell | ORGANON & CO | $12,000 | -14.3% | 406 | -7.9% | 0.00% | -33.3% |
USD | PROSHARES TR | $12,000 | +50.0% | 220 | 0.0% | 0.00% | 0.0% | |
ROM | PROSHARES TR | $9,000 | +28.6% | 70 | 0.0% | 0.00% | 0.0% | |
RWO | SPDR INDEX SHS FDSdj glb rl es etf | $9,000 | +12.5% | 151 | 0.0% | 0.00% | 0.0% | |
XBI | SPDR SER TRs&p biotech | $9,000 | -10.0% | 80 | 0.0% | 0.00% | 0.0% | |
SQ | BLOCK INCcl a | $10,000 | -28.6% | 60 | 0.0% | 0.00% | -33.3% | |
TMUS | T-MOBILE US INC | $10,000 | -9.1% | 86 | 0.0% | 0.00% | 0.0% | |
TXT | Sell | TEXTRON INC | $8,000 | -98.0% | 100 | -98.3% | 0.00% | -97.8% |
TRI | THOMSON REUTERS CORP. | $8,000 | +14.3% | 65 | 0.0% | 0.00% | 0.0% | |
UI | New | UBIQUITI INC | $8,000 | – | 25 | +100.0% | 0.00% | – |
UA | UNDER ARMOUR INCcl c | $11,000 | 0.0% | 604 | 0.0% | 0.00% | 0.0% | |
VAW | VANGUARD WORLD FDSmaterials etf | $8,000 | +14.3% | 39 | 0.0% | 0.00% | 0.0% | |
XPEL | XPEL INC | $10,000 | -9.1% | 150 | 0.0% | 0.00% | 0.0% | |
BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $8,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
CCEP | COCA-COLA EUROPACIFIC PARTNE | $12,000 | 0.0% | 220 | 0.0% | 0.00% | -33.3% | |
JCI | JOHNSON CTLS INTL PLC | $11,000 | +22.2% | 133 | 0.0% | 0.00% | 0.0% | |
CYBR | CYBERARK SOFTWARE LTD | $8,000 | +14.3% | 45 | 0.0% | 0.00% | 0.0% | |
IEO | ISHARES TRus oil gs ex etf | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
New | EQRX INC | $3,000 | – | 500 | +100.0% | 0.00% | – | |
OMI | OWENS & MINOR INC NEW | $3,000 | +50.0% | 68 | 0.0% | 0.00% | – | |
TDOC | TELADOC HEALTH INC | $3,000 | -25.0% | 35 | 0.0% | 0.00% | 0.0% | |
ON | ON SEMICONDUCTOR CORP | $3,000 | +50.0% | 50 | 0.0% | 0.00% | – | |
DLTR | DOLLAR TREE INC | $5,000 | +25.0% | 37 | 0.0% | 0.00% | 0.0% | |
PLUG | PLUG POWER INC | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% | |
NKTR | NEKTAR THERAPEUTICS | $4,000 | -20.0% | 300 | 0.0% | 0.00% | 0.0% | |
New | DIGITAL WORLD ACQUISITION CO | $3,000 | – | 65 | +100.0% | 0.00% | – | |
NMFC | NEW MTN FIN CORP | $6,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% | |
KXI | ISHARES TRglb cnsm stp etf | $4,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
USRT | ISHARES TRcre u s reit etf | $3,000 | +50.0% | 41 | 0.0% | 0.00% | – | |
XRAY | DENTSPLY SIRONA INC | $4,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
MAG | MAG SILVER CORP | $6,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
DTIL | PRECISION BIOSCIENCES INC | $3,000 | -40.0% | 450 | 0.0% | 0.00% | 0.0% | |
TTEC | TTEC HLDGS INC | $7,000 | 0.0% | 80 | 0.0% | 0.00% | -50.0% | |
IIVI | II-VI INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
CPNG | New | COUPANG INCcl a | $4,000 | – | 120 | +100.0% | 0.00% | – |
UBER | UBER TECHNOLOGIES INC | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
NEE | NEXTERA ENERGY INC | $6,000 | +20.0% | 68 | 0.0% | 0.00% | 0.0% | |
PENN | PENN NATL GAMING INC | $3,000 | -25.0% | 59 | 0.0% | 0.00% | 0.0% | |
PGR | PROGRESSIVE CORP | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
NOK | NOKIA CORPsponsored adr | $7,000 | +16.7% | 1,118 | 0.0% | 0.00% | 0.0% | |
UL | UNILEVER PLCspon adr new | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
IYZ | ISHARES TR | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
LOGC | LOGICBIO THERAPEUTICS INC | $4,000 | -50.0% | 1,700 | 0.0% | 0.00% | -50.0% | |
NIO | NIO INCspon ads | $7,000 | -12.5% | 225 | 0.0% | 0.00% | -50.0% | |
IBB | New | ISHARES TRishares biotech | $3,000 | – | 20 | +100.0% | 0.00% | – |
USCI | UNITED STS COMMODITY INDEX F | $7,000 | +16.7% | 150 | 0.0% | 0.00% | 0.0% | |
CHD | CHURCH & DWIGHT CO INC | $7,000 | +16.7% | 67 | 0.0% | 0.00% | 0.0% | |
PHI | PLDT INCsponsored adr | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
UPST | New | UPSTART HLDGS INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
SPTS | SPDR SER TRportfolio sh tsr | $6,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% | |
OIH | VANECK ETF TRUSToil services etf | $4,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
FXI | ISHARES TRchina lg-cap etf | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $5,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
ILCB | ISHARES TRmorningstr us eq | $3,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
SPSM | SPDR SER TRportfolio s&p600 | $5,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
OGE | OGE ENERGY CORP | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
SAR | SARATOGA INVT CORP | $7,000 | 0.0% | 241 | 0.0% | 0.00% | -50.0% | |
CALX | CALIX INC | $5,000 | +66.7% | 65 | 0.0% | 0.00% | 0.0% | |
CF | CF INDS HLDGS INC | $4,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% | |
BIPC | BROOKFIELD INFRASTRUCTURE CO | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
AVGO | BROADCOM INC | $5,000 | +66.7% | 7 | 0.0% | 0.00% | 0.0% | |
MTSI | MACOM TECH SOLUTIONS HLDGS I | $4,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% | |
NDAC | NIGHTDRAGON ACQUISITION CORP | $3,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
KBWB | INVESCO EXCH TRADED FD TR IIkbw bk etf | $7,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
PNC | PNC FINL SVCS GROUP INC | $4,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
SCHN | SCHNITZER STEEL INDS INCcl a | $3,000 | +50.0% | 50 | 0.0% | 0.00% | – | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $4,000 | +33.3% | 24 | 0.0% | 0.00% | 0.0% | |
PRU | PRUDENTIAL FINL INC | $6,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
DBC | INVESCO DB COMMDY INDX TRCKunit | $3,000 | +50.0% | 124 | 0.0% | 0.00% | – | |
New | BITNILE HOLDINGS INC | $7,000 | – | 5,500 | +100.0% | 0.00% | – | |
BNTX | BIONTECH SEsponsored ads | $5,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
INTT | INTEST CORP | $3,000 | +50.0% | 210 | 0.0% | 0.00% | – | |
BIGC | BIGCOMMERCE HLDGS INC | $3,000 | -25.0% | 75 | 0.0% | 0.00% | 0.0% | |
GOLD | BARRICK GOLD CORP | $6,000 | +20.0% | 300 | 0.0% | 0.00% | 0.0% | |
INFN | INFINERA CORP | $6,000 | +20.0% | 650 | 0.0% | 0.00% | 0.0% | |
INDI | INDIE SEMICONDUCTOR INC | $4,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
MATTERPORT INC | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | ||
LYV | LIVE NATION ENTERTAINMENT IN | $7,000 | +40.0% | 58 | 0.0% | 0.00% | 0.0% | |
AVNW | AVIAT NETWORKS INC | $3,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
ALV | AUTOLIV INC | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
VSTO | VISTA OUTDOOR INC | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
MMC | MARSH & MCLENNAN COS INC | $5,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
HAS | HASBRO INC | $7,000 | +16.7% | 64 | 0.0% | 0.00% | 0.0% | |
PD | PAGERDUTY INC | $5,000 | -16.7% | 140 | 0.0% | 0.00% | 0.0% | |
New | AURORA INNOVATION INC | $3,000 | – | 225 | +100.0% | 0.00% | – | |
LEG | LEGGETT & PLATT INC | $5,000 | -16.7% | 125 | 0.0% | 0.00% | 0.0% | |
LAZY | LAZYDAYS HLDGS INC | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
ARCT | ARCTURUS THERAPEUTICS HLDGS | $5,000 | -16.7% | 125 | 0.0% | 0.00% | 0.0% | |
WM | WASTE MGMT INC DEL | $5,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
APP | APPLOVIN CORP | $7,000 | +40.0% | 75 | 0.0% | 0.00% | 0.0% | |
REGN | REGENERON PHARMACEUTICALS | $4,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
WRN | WESTERN COPPER & GOLD CORP | $3,000 | 0.0% | 1,700 | 0.0% | 0.00% | 0.0% | |
WPM | WHEATON PRECIOUS METALS CORP | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
FLGT | FULGENT GENETICS INC | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
FCEL | FUELCELL ENERGY INC | $5,000 | -28.6% | 1,000 | 0.0% | 0.00% | -50.0% | |
FCX | FREEPORT-MCMORAN INCcl b | $5,000 | +25.0% | 123 | 0.0% | 0.00% | 0.0% | |
AAL | Sell | AMERICAN AIRLS GROUP INC | $7,000 | -36.4% | 398 | -27.4% | 0.00% | -50.0% |
TLTE | FLEXSHARES TRmstar emkt fac | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
WW | WW INTL INC | $3,000 | -25.0% | 200 | 0.0% | 0.00% | 0.0% | |
RCL | ROYAL CARIBBEAN GROUP | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
ALLY | ALLY FINL INC | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
FLT | FLEETCOR TECHNOLOGIES INC | $5,000 | -16.7% | 24 | 0.0% | 0.00% | 0.0% | |
AKTS | AKOUSTIS TECHNOLOGIES INC | $3,000 | -25.0% | 400 | 0.0% | 0.00% | 0.0% | |
FSR | New | FISKER INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
ZEN | New | ZENDESK INC | $3,000 | – | 30 | +100.0% | 0.00% | – |
Z | ZILLOW GROUP INCcl c cap stk | $4,000 | -20.0% | 56 | 0.0% | 0.00% | 0.0% | |
LSCC | LATTICE SEMICONDUCTOR CORP | $4,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% | |
AG | FIRST MAJESTIC SILVER CORP | $3,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
ZUO | ZUORA INC | $5,000 | +25.0% | 250 | 0.0% | 0.00% | 0.0% | |
ACEV | ACE CONVERGENCE ACQU CORPcl a | $6,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
KHC | KRAFT HEINZ CO | $5,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
RAM | ARIES I ACQUISITION CORP | $4,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
MET | METLIFE INC | $4,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
FDUS | FIDUS INVT CORP | $7,000 | 0.0% | 413 | 0.0% | 0.00% | -50.0% | |
RCII | RENT A CTR INC NEW | $7,000 | -12.5% | 140 | 0.0% | 0.00% | -50.0% | |
PLL | PIEDMONT LITHIUM INC | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
CATALYST PARTNRS ACQUISITN C | $4,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | ||
REZI | Sell | RESIDEO TECHNOLOGIES INC | $5,000 | 0.0% | 200 | -7.4% | 0.00% | 0.0% |
GLBE | New | GLOBAL E ONLINE LTD | $6,000 | – | 100 | +100.0% | 0.00% | – |
G | GENPACT LIMITED | $7,000 | +16.7% | 124 | 0.0% | 0.00% | 0.0% | |
ASTS | New | AST SPACEMOBILE INC | $4,000 | – | 460 | +100.0% | 0.00% | – |
EPHY | EPIPHANY TECHNOLOGY ACQUISIT | $7,000 | 0.0% | 725 | 0.0% | 0.00% | -50.0% | |
AOSL | ALPHA & OMEGA SEMICONDUCTOR | $6,000 | +100.0% | 100 | 0.0% | 0.00% | 0.0% | |
NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $6,000 | +20.0% | 300 | +50.0% | 0.00% | 0.0% |
SOFI | SOFI TECHNOLOGIES INC | $5,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
PRSR | PROSPECTOR CAPITAL CORPcl a | $4,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
RIGL | RIGEL PHARMACEUTICALS INC | $4,000 | -20.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
J | JACOBS ENGR GROUP INC | $7,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% | |
IQLT | ISHARES TRmsci intl qualty | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
ERII | ENERGY RECOVERY INC | $3,000 | +50.0% | 118 | 0.0% | 0.00% | – | |
DAVA | ENDAVA PLCads | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
LITE | LUMENTUM HLDGS INC | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
ALC | ALCON AG | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
SIVR | ABERDEEN STD SILVER ETF TR | $6,000 | +20.0% | 250 | 0.0% | 0.00% | 0.0% | |
LOGI | LOGITECH INTL S A | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
TEL | TE CONNECTIVITY LTD | $6,000 | +20.0% | 35 | 0.0% | 0.00% | 0.0% | |
CRNT | CERAGON NETWORKS LTDord | $4,000 | -20.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
SPRO | SPERO THERAPEUTICS INC | $3,000 | -25.0% | 200 | 0.0% | 0.00% | 0.0% | |
XT | ISHARES TRexponential tech | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
PSLV | SPROTT PHYSICAL SILVER TRtr unit | $3,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
NTNX | NUTANIX INCcl a | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
IXUS | Buy | ISHARES TRcore msci total | $6,000 | +20.0% | 78 | +2.6% | 0.00% | 0.0% |
EA | ELECTRONIC ARTS INC | $3,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
LUCID GROUP INC | $3,000 | +50.0% | 90 | 0.0% | 0.00% | – | ||
EFV | ISHARES TReafe value etf | $4,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
EBAY | EBAY INC. | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
ETV | EATON VANCE TAX-MANAGED BUY- | $7,000 | +16.7% | 400 | 0.0% | 0.00% | 0.0% | |
NFG | NATIONAL FUEL GAS CO | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
New | BOXED INC | $1,000 | – | 100 | +100.0% | 0.00% | – | |
MED | MEDIFAST INC | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
PJT | PJT PARTNERS INC | $2,000 | -33.3% | 32 | 0.0% | 0.00% | -100.0% | |
MARKFORGED HOLDING CORPORATI | $1,000 | -50.0% | 240 | 0.0% | 0.00% | – | ||
PASG | PASSAGE BIO INC | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
New | MANDIANT INC | $2,000 | – | 100 | +100.0% | 0.00% | – | |
PBCT | PEOPLES UNITED FINANCIAL INC | $2,000 | 0.0% | 123 | 0.0% | 0.00% | – | |
PPTA | PERPETUA RESOURCES CORP | $2,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
PETS | PETMED EXPRESS INC | $1,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
MTB | M & T BK CORP | $2,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
LYRA | LYRA THERAPEUTICS INC | $2,000 | -60.0% | 500 | 0.0% | 0.00% | -100.0% | |
LAZR | LUMINAR TECHNOLOGIES INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
PIPR | PIPER SANDLER COMPANIES | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – | |
PLRX | PLIANT THERAPEUTICS INC | $2,000 | -33.3% | 160 | 0.0% | 0.00% | -100.0% | |
PSPCU | POST HOLDINGS PARTNERING CORunit 99/99/9999 | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
RIDE | LORDSTOWN MOTORS CORP | $1,000 | -50.0% | 300 | 0.0% | 0.00% | – | |
New | LIVEONE INC | $1,000 | – | 500 | +100.0% | 0.00% | – | |
FEYE | Exit | FIREEYE INC | $0 | – | -100 | -100.0% | 0.00% | – |
PRLB | PROTO LABS INC | $2,000 | -33.3% | 40 | 0.0% | 0.00% | -100.0% | |
QRVO | QORVO INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
QS | Sell | QUANTUMSCAPE CORP | $1,000 | -80.0% | 45 | -79.5% | 0.00% | -100.0% |
TREE | LENDINGTREE INC NEW | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
RS | RELIANCE STEEL & ALUMINUM CO | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – | |
KLDO | KALEIDO BIOSCIENCES INC | $1,000 | -66.7% | 625 | 0.0% | 0.00% | -100.0% | |
SHYG | ISHARES TR0-5yr hi yl cp | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
IETC | New | ISHARES U S ETF TRtechnology | $0 | – | 8 | +100.0% | 0.00% | – |
IHI | ISHARES TRu.s. med dvc etf | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
RTPY | Exit | REINVENT TECHNOLOGY PARTNERS | $0 | – | -225 | -100.0% | 0.00% | – |
SLYG | SPDR SER TRs&p 600 smcp grw | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
IDV | ISHARES TRintl sel div etf | $2,000 | 0.0% | 78 | 0.0% | 0.00% | – | |
IYG | ISHARES TRu.s. fin svc etf | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
IYR | ISHARES TRu.s. real es etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
XME | SPDR SER TRs&p metals mng | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
XSD | New | SPDR SER TRs&p semicndctr | $2,000 | – | 10 | +100.0% | 0.00% | – |
TLT | ISHARES TR20 yr tr bd etf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
DBA | INVESCO DB MULTI-SECTOR COMMagriculture fd | $2,000 | 0.0% | 119 | 0.0% | 0.00% | – | |
PIO | INVESCO EXCH TRADED FD TR IIglobal water | $0 | – | 5 | 0.0% | 0.00% | – | |
SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | 2 | 0.0% | 0.00% | – | |
SDGR | SCHRODINGER INC | $2,000 | -33.3% | 55 | 0.0% | 0.00% | -100.0% | |
HOOK | HOOKIPA PHARMA INC | $0 | -100.0% | 180 | 0.0% | 0.00% | – | |
FIXX | HOMOLOGY MEDICINES INC | $1,000 | -50.0% | 250 | 0.0% | 0.00% | – | |
HRTX | HERON THERAPEUTICS INC | $1,000 | -50.0% | 150 | 0.0% | 0.00% | – | |
GRWG | GROWGENERATION CORP | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
GOSS | GOSSAMER BIO INC | $2,000 | -33.3% | 200 | 0.0% | 0.00% | -100.0% | |
GPRO | GOPRO INCcl a | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
GTX | GARRETT MOTION INC | $0 | – | 44 | 0.0% | 0.00% | – | |
FSLR | FIRST SOLAR INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
SHAPEWAYS HOLDINGS INC | $1,000 | -50.0% | 200 | 0.0% | 0.00% | – | ||
SMTS | SIERRA METALS INC | $1,000 | 0.0% | 774 | 0.0% | 0.00% | – | |
SWKS | SKYWORKS SOLUTIONS INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
SKYT | SKYWATER TECHNOLOGY INC | $2,000 | -50.0% | 150 | 0.0% | 0.00% | -100.0% | |
EPHYW | EPIPHANY TECHNOLOGY ACQUISIT*w exp 01/12/202 | $0 | – | 241 | 0.0% | 0.00% | – | |
EPAC | ENERPAC TOOL GROUP CORP | $2,000 | 0.0% | 112 | 0.0% | 0.00% | – | |
SONO | SONOS INC | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
SRNE | SORRENTO THERAPEUTICS INC | $1,000 | -50.0% | 300 | 0.0% | 0.00% | – | |
LUV | Sell | SOUTHWEST AIRLS CO | $0 | -100.0% | 3 | -92.1% | 0.00% | – |
SAVE | SPIRIT AIRLS INC | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -100.0% | |
EBS | EMERGENT BIOSOLUTIONS INC | $2,000 | -33.3% | 50 | 0.0% | 0.00% | -100.0% | |
SOLO | ELECTRAMECCANICA VEHS CORP | $1,000 | 0.0% | 350 | 0.0% | 0.00% | – | |
EDIT | EDITAS MEDICINE INC | $2,000 | -50.0% | 91 | 0.0% | 0.00% | -100.0% | |
JETS | ETF SER SOLUTIONSus glb jets | $0 | – | 3 | 0.0% | 0.00% | – | |
HQL | TEKLA LIFE SCIENCES INVSsh ben int | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
TME | TENCENT MUSIC ENTMT GROUPspon ads | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
DISCA | DISCOVERY INC | $2,000 | -33.3% | 104 | 0.0% | 0.00% | -100.0% | |
DEO | DIAGEO PLCspon adr new | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
DM | Sell | DESKTOP METAL INC | $2,000 | -60.0% | 400 | -43.0% | 0.00% | -100.0% |
DELL | DELL TECHNOLOGIES INCcl c | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
CVET | COVETRUS INC | $2,000 | +100.0% | 80 | 0.0% | 0.00% | – | |
CND | CONCORD ACQUISITION CORP | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
CDAK | CODIAK BIOSCIENCES INC | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | -100.0% | 97 | 0.0% | 0.00% | – | |
CLF | CLEVELAND-CLIFFS INC NEW | $2,000 | 0.0% | 90 | 0.0% | 0.00% | – | |
CRUS | CIRRUS LOGIC INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
CIPHER MINING INC | $0 | -100.0% | 100 | 0.0% | 0.00% | – | ||
UNIT | UNITI GROUP INC | $0 | – | 5 | 0.0% | 0.00% | – | |
CHWY | CHEWY INCcl a | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
CC | CHEMOURS CO | $1,000 | – | 16 | 0.0% | 0.00% | – | |
CHPT | CHARGEPOINT HOLDINGS INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
CCL | CARNIVAL CORP | $1,000 | -50.0% | 60 | 0.0% | 0.00% | – | |
COF | CAPITAL ONE FINL CORP | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
ELY | CALLAWAY GOLF CO | $0 | – | 9 | 0.0% | 0.00% | – | |
BHF | BRIGHTHOUSE FINL INC | $0 | – | 6 | 0.0% | 0.00% | – | |
OTRK | ONTRAK INC | $1,000 | 0.0% | 103 | 0.0% | 0.00% | – | |
BLNK | BLINK CHARGING CO | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
BDJ | BLACKROCK ENHANCED EQUITY DI | $0 | – | 10 | 0.0% | 0.00% | – | |
BSM | BLACK STONE MINERALS L P | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
BDTX | BLACK DIAMOND THERAPEUTICS I | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
BTAI | BIOXCEL THERAPEUTICS INC | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -100.0% | |
VERO | New | VENUS CONCEPT INC | $0 | – | 15 | +100.0% | 0.00% | – |
BZUN | BAOZUN INCsponsored adr | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
VIAV | VIAVI SOLUTIONS INC | $0 | – | 12 | 0.0% | 0.00% | – | |
RNA | AVIDITY BIOSCIENCES INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
VMW | New | VMWARE INC | $0 | – | 4 | +100.0% | 0.00% | – |
VNT | VONTIER CORPORATION | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
New | AURORA INNOVATION INC*w exp 11/03/202 | $0 | – | 28 | +100.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC | $0 | – | 4 | 0.0% | 0.00% | – | |
WAB | WABTEC | $0 | – | 2 | 0.0% | 0.00% | – | |
WEN | WENDYS CO | $0 | – | 15 | 0.0% | 0.00% | – | |
WLMS | WILLIAMS INDL SVCS GROUP INC | $2,000 | 0.0% | 568 | 0.0% | 0.00% | – | |
AMYT | AMRYT PHARMA PLCsponsored ads | $0 | – | 4 | 0.0% | 0.00% | – | |
AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | – | 10 | 0.0% | 0.00% | – | |
AMR | ALPHA METALLURGICAL RESOUR I | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
ALK | ALASKA AIR GROUP INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
AKUS | AKOUOS INC | $1,000 | -50.0% | 150 | 0.0% | 0.00% | – | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
ASIX | ADVANSIX INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
AFTERNEXT HEALTHTECH ACQUISIunit 99/99/9999 | $2,000 | 0.0% | 220 | 0.0% | 0.00% | – | ||
RAMMW | ARIES I ACQUISITION CORP*w exp 03/18/202 | $0 | – | 200 | 0.0% | 0.00% | – | |
MSOS | ADVISORSHARES TRpure us cannabis | $0 | – | 1 | 0.0% | 0.00% | – | |
ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
DISCK | Exit | DISCOVERY INC | $0 | – | -71 | -100.0% | 0.00% | – |
CATALYST PARTNRS ACQUISITN C*w exp 05/12/202 | $0 | – | 80 | 0.0% | 0.00% | – | ||
ACU | ACME UTD CORP | $2,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
NVT | NVENT ELECTRIC PLC | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
PRSRW | New | PROSPECTOR CAPITAL CORP*w exp 01/01/202 | $0 | – | 133 | +100.0% | 0.00% | – |
PNR | PENTAIR PLC | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
SVFA | SVF INVESTMENT CORP | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
SVFAW | SVF INVESTMENT CORP*w exp 12/20/202 | $0 | – | 40 | 0.0% | 0.00% | – | |
10X CAP VENTURE ACQSTN CORPunit 04/19/2028 | $2,000 | 0.0% | 225 | 0.0% | 0.00% | – | ||
New | TRINSEO PLC | $2,000 | – | 35 | +100.0% | 0.00% | – | |
NXPI | NXP SEMICONDUCTORS N V | $2,000 | +100.0% | 7 | 0.0% | 0.00% | – | |
EQOS | EQONEX LIMITED | $0 | -100.0% | 250 | 0.0% | 0.00% | – | |
SPFR | Exit | JAWS SPITFIRE ACQUISITION CO | $0 | – | -240 | -100.0% | 0.00% | – |
RTPYW | Exit | REINVENT TECHNOLOGY PARTNERS*w exp 03/12/202 | $0 | – | -28 | -100.0% | 0.00% | – |
LIVX | Exit | LIVEXLIVE MEDIA INC | $0 | – | -500 | -100.0% | 0.00% | – |
CBRL | Exit | CRACKER BARREL OLD CTRY STOR | $0 | – | -13 | -100.0% | 0.00% | – |
NDACW | NIGHTDRAGON ACQUISITION CORP*w exp 02/26/202 | $0 | – | 70 | 0.0% | 0.00% | – | |
JWN | NORDSTROM INC | $0 | – | 10 | 0.0% | 0.00% | – | |
DNOW | NOW INC | $0 | – | 31 | 0.0% | 0.00% | – | |
NOV | NOV INC | $2,000 | 0.0% | 125 | 0.0% | 0.00% | – | |
JPS | NUVEEN PFD & INCM SECURTIES | $0 | – | 16 | 0.0% | 0.00% | – | |
OXY | OCCIDENTAL PETE CORP | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 9 | 0.0% | 0.00% | – | |
RRC | Exit | RANGE RES CORP | $0 | – | -200 | -100.0% | -0.00% | – |
AMJ | Exit | JPMORGAN CHASE & COalerian ml etn | $0 | – | -160 | -100.0% | -0.00% | – |
TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -35 | -100.0% | -0.00% | – |
LMND | Exit | LEMONADE INC | $0 | – | -50 | -100.0% | -0.00% | – |
CCBG | Exit | CAPITAL CITY BK GROUP INC | $0 | – | -176 | -100.0% | -0.00% | – |
CAH | Exit | CARDINAL HEALTH INC | $0 | – | -74 | -100.0% | -0.00% | – |
AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -39 | -100.0% | -0.00% | – |
CMLT | Exit | CM LIFE SCIENCES III INC | $0 | – | -500 | -100.0% | -0.00% | – |
ARQT | Exit | ARCUTIS BIOTHERAPEUTICS INC | $0 | – | -440 | -100.0% | -0.00% | – |
MFA | Exit | MFA FINL INC | $0 | – | -1,635 | -100.0% | -0.00% | – |
PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -300 | -100.0% | -0.00% | – |
XONE | Exit | EXONE CO | $0 | – | -300 | -100.0% | -0.00% | – |
TAK | Exit | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | -473 | -100.0% | -0.00% | – |
MTW | Exit | MANITOWOC CO INC | $0 | – | -350 | -100.0% | -0.00% | – |
IBCE | Exit | ISHARES TRibnds mar23 etf | $0 | – | -1,000 | -100.0% | -0.01% | – |
AAXJ | Exit | ISHARES TRmsci ac asia etf | $0 | – | -291 | -100.0% | -0.01% | – |
BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -426 | -100.0% | -0.01% | – |
BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -2,432 | -100.0% | -0.03% | – |
IBMJ | Exit | ISHARES TRibonds dec2021 | $0 | – | -8,216 | -100.0% | -0.05% | – |
BSCL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -35,400 | -100.0% | -0.16% | – |
IBDM | Exit | ISHARES TRibonds dec21 etf | $0 | – | -80,600 | -100.0% | -0.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-01
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.