$476 Million is the total value of Laurel Wealth Advisors LLC's 705 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 10.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $24,793,000 | -2.7% | 141,992 | -1.1% | 5.21% | -0.2% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $23,837,000 | -2.7% | 146,995 | +3.1% | 5.01% | -0.2% |
MSFT | Sell | MICROSOFT CORP | $18,105,000 | -9.4% | 58,724 | -1.1% | 3.80% | -7.1% |
BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $15,868,000 | +17.4% | 3,000 | +9900.0% | 3.33% | +20.4% |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $13,001,000 | -2.0% | 253,873 | -1.6% | 2.73% | +0.5% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $11,117,000 | -8.1% | 3,997 | -4.3% | 2.34% | -5.8% |
TFLO | Buy | ISHARES TRtrs flt rt bd | $11,039,000 | +7.9% | 219,320 | +7.8% | 2.32% | +10.7% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $10,259,000 | -6.0% | 22,715 | -1.1% | 2.16% | -3.6% |
JNJ | Sell | JOHNSON & JOHNSON | $9,601,000 | +2.1% | 54,175 | -1.4% | 2.02% | +4.7% |
SPY | Sell | SPDR S&P 500 ETF TRcall | $9,168,000 | -7.2% | 20,300 | -2.4% | 1.93% | -4.8% |
HD | Buy | HOME DEPOT INC | $8,868,000 | -27.0% | 29,627 | +1.2% | 1.86% | -25.2% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $8,677,000 | -0.7% | 24,280 | -0.2% | 1.82% | +1.8% |
BAC | Sell | BK OF AMERICA CORP | $8,661,000 | -7.4% | 210,124 | -0.1% | 1.82% | -5.1% |
IJR | Sell | ISHARES TRcore s&p scp etf | $8,555,000 | -9.1% | 79,304 | -3.5% | 1.80% | -6.7% |
DUK | Buy | DUKE ENERGY CORP NEW | $8,554,000 | +9.6% | 76,608 | +3.0% | 1.80% | +12.4% |
JPM | Buy | JPMORGAN CHASE & CO | $7,900,000 | -13.2% | 57,953 | +0.8% | 1.66% | -11.0% |
AMZN | Buy | AMAZON COM INC | $7,456,000 | -0.6% | 2,287 | +1.7% | 1.57% | +2.0% |
SGOV | Buy | ISHARES TR0-3 mnth treasry | $6,927,000 | +42.3% | 69,232 | +42.3% | 1.46% | +46.0% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $6,496,000 | -3.0% | 22,587 | +8.2% | 1.36% | -0.6% |
PG | Sell | PROCTER AND GAMBLE CO | $6,399,000 | -7.8% | 41,876 | -1.3% | 1.34% | -5.4% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $6,273,000 | +16.7% | 17,774 | -1.1% | 1.32% | +19.6% |
AMGN | Sell | AMGEN INC | $6,142,000 | +7.3% | 25,401 | -0.2% | 1.29% | +10.1% |
LLY | Sell | LILLY ELI & CO | $6,064,000 | +1.8% | 21,176 | -1.8% | 1.27% | +4.4% |
WMT | Buy | WALMART INC | $6,061,000 | +3.8% | 40,702 | +0.9% | 1.27% | +6.5% |
DIS | Buy | DISNEY WALT CO | $5,364,000 | -10.6% | 39,107 | +1.0% | 1.13% | -8.3% |
ABT | Sell | ABBOTT LABS | $5,161,000 | -16.6% | 43,601 | -0.8% | 1.08% | -14.5% |
ABBV | Sell | ABBVIE INC | $4,861,000 | +18.3% | 29,983 | -1.2% | 1.02% | +21.3% |
NKE | Sell | NIKE INCcl b | $4,829,000 | -19.7% | 35,888 | -0.5% | 1.02% | -17.6% |
MCD | Sell | MCDONALDS CORP | $4,815,000 | -8.3% | 19,471 | -0.6% | 1.01% | -5.9% |
KO | Sell | COCA COLA CO | $4,564,000 | +4.4% | 73,612 | -0.3% | 0.96% | +7.0% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $4,432,000 | -1.2% | 20,666 | -1.2% | 0.93% | +1.3% |
CSCO | Buy | CISCO SYS INC | $4,394,000 | -11.7% | 78,799 | +0.3% | 0.92% | -9.5% |
EFA | Sell | ISHARES TRmsci eafe etf | $4,245,000 | -10.7% | 57,675 | -4.5% | 0.89% | -8.4% |
PEP | Buy | PEPSICO INC | $4,226,000 | -3.2% | 25,247 | +0.4% | 0.89% | -0.8% |
ENB | Buy | ENBRIDGE INC | $4,165,000 | +20.3% | 90,375 | +2.0% | 0.88% | +23.2% |
DG | Buy | DOLLAR GEN CORP NEW | $3,771,000 | -0.6% | 16,937 | +5.3% | 0.79% | +1.8% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $3,697,000 | -10.5% | 16,247 | -3.1% | 0.78% | -8.3% |
CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $3,568,000 | +7.3% | 67,188 | +6.6% | 0.75% | +10.0% |
MUB | Buy | ISHARES TRnational mun etf | $3,508,000 | -2.9% | 31,997 | +3.0% | 0.74% | -0.4% |
CVX | Buy | CHEVRON CORP NEW | $3,445,000 | +45.8% | 21,158 | +5.1% | 0.72% | +49.6% |
GOOG | Sell | ALPHABET INCcap stk cl c | $3,427,000 | -5.8% | 1,227 | -2.4% | 0.72% | -3.4% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $3,273,000 | -2.1% | 64,250 | -0.2% | 0.69% | +0.4% |
TFC | TRUIST FINL CORP | $3,262,000 | -3.1% | 57,523 | 0.0% | 0.68% | -0.7% | |
SO | Buy | SOUTHERN CO | $3,239,000 | +25.5% | 44,670 | +18.7% | 0.68% | +28.7% |
HON | Sell | HONEYWELL INTL INC | $3,232,000 | -7.4% | 16,610 | -0.8% | 0.68% | -5.0% |
CRM | Sell | SALESFORCE COM INC | $3,199,000 | -17.9% | 15,069 | -1.8% | 0.67% | -15.9% |
NVDA | Buy | NVIDIA CORPORATION | $3,193,000 | +12.5% | 11,702 | +21.2% | 0.67% | +15.3% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $3,055,000 | -5.4% | 79,715 | -3.6% | 0.64% | -3.0% |
UNP | Buy | UNION PAC CORP | $3,032,000 | +8.5% | 11,099 | +0.1% | 0.64% | +11.2% |
IWM | Sell | ISHARES TRrussell 2000 etf | $2,944,000 | -10.0% | 14,340 | -2.5% | 0.62% | -7.6% |
MMM | Buy | 3M CO | $2,907,000 | -3.4% | 19,523 | +15.2% | 0.61% | -1.0% |
BDX | Sell | BECTON DICKINSON & CO | $2,783,000 | +3.2% | 10,463 | -2.4% | 0.58% | +5.8% |
BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $2,655,000 | +3.0% | 126,009 | +6.7% | 0.56% | +5.7% |
FB | Buy | META PLATFORMS INCcl a | $2,612,000 | -31.8% | 11,748 | +3.2% | 0.55% | -30.1% |
BSCM | INVESCO EXCH TRD SLF IDX FD | $2,488,000 | -0.6% | 117,015 | 0.0% | 0.52% | +1.9% | |
BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $2,355,000 | +5.9% | 112,632 | +11.0% | 0.50% | +8.6% |
IBDQ | Buy | ISHARES TRibonds dec25 etf | $2,346,000 | -3.6% | 92,915 | +0.9% | 0.49% | -1.2% |
IBDN | Buy | ISHARES TRibonds dec22 etf | $2,319,000 | +2.5% | 92,600 | +2.9% | 0.49% | +5.0% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $2,295,000 | +12.6% | 23,163 | -2.2% | 0.48% | +15.3% |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $2,284,000 | +7.7% | 30,097 | +9.4% | 0.48% | +10.3% |
IBDR | Buy | ISHARES TRibonds dec2026 | $2,256,000 | -4.2% | 91,530 | +1.3% | 0.47% | -1.9% |
IBDO | Buy | ISHARES TRibonds dec23 etf | $2,246,000 | +15.7% | 88,840 | +17.4% | 0.47% | +18.6% |
PFF | Sell | ISHARES TRpfd and incm sec | $2,024,000 | -11.1% | 55,565 | -3.7% | 0.42% | -8.8% |
TJX | Buy | TJX COS INC NEW | $1,963,000 | -19.7% | 32,396 | +0.5% | 0.41% | -17.8% |
XOM | Buy | EXXON MOBIL CORP | $1,894,000 | +43.5% | 22,936 | +6.3% | 0.40% | +47.4% |
BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $1,881,000 | +16.7% | 93,082 | +24.4% | 0.40% | +19.7% |
DVY | Buy | ISHARES TRselect divid etf | $1,805,000 | +3066.7% | 14,088 | +2942.8% | 0.38% | +3058.3% |
IEFA | Buy | ISHARES TRcore msci eafe | $1,801,000 | +16.9% | 25,911 | +25.6% | 0.38% | +19.6% |
GLD | Sell | SPDR GOLD TR | $1,784,000 | +4.8% | 9,873 | -0.8% | 0.38% | +7.4% |
IBDP | Buy | ISHARES TRibonds dec24 etf | $1,773,000 | +12.9% | 70,620 | +16.5% | 0.37% | +15.8% |
IVV | Buy | ISHARES TRcore s&p500 etf | $1,728,000 | +24.7% | 3,810 | +31.1% | 0.36% | +27.8% |
ATRI | ATRION CORP | $1,699,000 | +1.1% | 2,383 | 0.0% | 0.36% | +3.8% | |
BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $1,684,000 | +7.5% | 84,346 | +14.0% | 0.35% | +10.3% |
PYPL | Sell | PAYPAL HLDGS INC | $1,550,000 | -59.2% | 13,405 | -33.4% | 0.33% | -58.1% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,479,000 | -5.3% | 9,304 | +3.6% | 0.31% | -2.8% |
TFI | SPDR SER TRnuveen blmbrg mu | $1,400,000 | -7.5% | 29,250 | 0.0% | 0.29% | -5.2% | |
PAVE | Sell | GLOBAL X FDSus infr dev etf | $1,367,000 | -9.2% | 48,338 | -7.6% | 0.29% | -7.1% |
NFLX | Buy | NETFLIX INC | $1,331,000 | +5950.0% | 3,552 | +9766.7% | 0.28% | +5500.0% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,329,000 | +8.0% | 17,842 | +3.9% | 0.28% | +10.7% |
VOO | Sell | VANGUARD INDEX FDS | $1,317,000 | -30.4% | 3,171 | -26.8% | 0.28% | -28.4% |
SSB | Buy | SOUTHSTATE CORPORATION | $1,302,000 | +21.8% | 15,963 | +19.6% | 0.27% | +25.1% |
CL | Sell | COLGATE PALMOLIVE CO | $1,291,000 | -13.1% | 17,029 | -2.2% | 0.27% | -11.1% |
IBDS | Sell | ISHARES TRibonds 27 etf | $1,279,000 | -6.8% | 51,270 | -0.8% | 0.27% | -4.3% |
IYW | Sell | ISHARES TRu.s. tech etf | $1,246,000 | -27.8% | 12,096 | -19.5% | 0.26% | -25.8% |
BLK | Sell | BLACKROCK INC | $1,205,000 | -30.2% | 1,577 | -16.4% | 0.25% | -28.5% |
WFC | Sell | WELLS FARGO CO NEW | $1,169,000 | +0.2% | 24,129 | -0.8% | 0.25% | +2.9% |
IWF | New | ISHARES TRrus 1000 grw etf | $1,160,000 | – | 4,180 | +100.0% | 0.24% | – |
COP | Buy | CONOCOPHILLIPS | $1,130,000 | +41.1% | 11,300 | +1.8% | 0.24% | +44.5% |
AXP | Sell | AMERICAN EXPRESS CO | $1,079,000 | +11.7% | 5,769 | -2.3% | 0.23% | +14.6% |
VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,057,000 | – | 22,000 | +100.0% | 0.22% | – |
CCI | CROWN CASTLE INTL CORP NEW | $994,000 | -11.6% | 5,385 | 0.0% | 0.21% | -9.1% | |
IQV | Buy | IQVIA HLDGS INC | $968,000 | -17.4% | 4,185 | +0.7% | 0.20% | -15.4% |
FITB | Sell | FIFTH THIRD BANCORP | $960,000 | -5.4% | 22,298 | -4.3% | 0.20% | -2.9% |
TIP | Sell | ISHARES TRtips bd etf | $938,000 | -7.9% | 7,532 | -4.4% | 0.20% | -5.7% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $922,000 | +17.9% | 3,437 | +24.3% | 0.19% | +21.2% |
IVE | Buy | ISHARES TRs&p 500 val etf | $906,000 | +1.5% | 5,821 | +2.1% | 0.19% | +3.8% |
LOW | Buy | LOWES COS INC | $902,000 | -21.8% | 4,463 | +0.0% | 0.19% | -19.5% |
PFE | PFIZER INC | $895,000 | -12.3% | 17,289 | 0.0% | 0.19% | -10.0% | |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $897,000 | -5.4% | 8,274 | +1.2% | 0.19% | -3.1% |
XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $890,000 | +3.1% | 10,099 | +6.0% | 0.19% | +5.6% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $890,000 | +0.7% | 6,845 | +3.5% | 0.19% | +3.3% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $870,000 | -27.8% | 7,194 | -20.9% | 0.18% | -25.9% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $851,000 | -9.3% | 11,012 | +0.1% | 0.18% | -6.8% |
STIP | Buy | ISHARES TR0-5 yr tips etf | $793,000 | +3.3% | 7,555 | +4.1% | 0.17% | +6.4% |
PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $790,000 | -0.5% | 4,622 | 0.0% | 0.17% | +1.8% | |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $779,000 | +96.2% | 10,189 | +42.4% | 0.16% | +102.5% |
COST | Sell | COSTCO WHSL CORP NEW | $751,000 | -5.8% | 1,304 | -7.1% | 0.16% | -3.1% |
XME | Buy | SPDR SER TRs&p metals mng | $749,000 | +37350.0% | 12,220 | +24340.0% | 0.16% | – |
ORCL | Sell | ORACLE CORP | $737,000 | -15.3% | 8,911 | -10.7% | 0.16% | -12.9% |
IYJ | Sell | ISHARES TRus industrials | $697,000 | -23.6% | 6,610 | -18.2% | 0.15% | -21.9% |
NSC | NORFOLK SOUTHN CORP | $673,000 | -4.3% | 2,360 | 0.0% | 0.14% | -2.1% | |
HSIC | HENRY SCHEIN INC | $669,000 | +12.4% | 7,675 | 0.0% | 0.14% | +15.6% | |
AZO | AUTOZONE INC | $658,000 | -2.5% | 322 | 0.0% | 0.14% | 0.0% | |
ICLN | Sell | ISHARES TRgl clean ene etf | $638,000 | -35.6% | 29,650 | -36.6% | 0.13% | -34.0% |
New | WISDOMTREE TRfloatng rat trea | $612,000 | – | 12,175 | +100.0% | 0.13% | – | |
MBB | Sell | ISHARES TRmbs etf | $572,000 | -74.7% | 5,615 | -73.3% | 0.12% | -74.1% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $553,000 | -9.9% | 2,991 | -0.3% | 0.12% | -7.9% |
CARR | Sell | CARRIER GLOBAL CORPORATION | $545,000 | -15.6% | 11,878 | -0.3% | 0.12% | -12.9% |
IWO | ISHARES TRrus 2000 grw etf | $532,000 | -12.8% | 2,082 | 0.0% | 0.11% | -10.4% | |
BMY | BRISTOL-MYERS SQUIBB CO | $524,000 | +17.0% | 7,180 | 0.0% | 0.11% | +19.6% | |
IYH | Sell | ISHARES TRus hlthcare etf | $515,000 | -6.0% | 1,784 | -2.2% | 0.11% | -3.6% |
SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $508,000 | +146.6% | 12,172 | +147.8% | 0.11% | +154.8% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $494,000 | -5.0% | 9,176 | +100.8% | 0.10% | -2.8% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $487,000 | -14.0% | 6,380 | -5.7% | 0.10% | -12.1% |
EZM | WISDOMTREE TRus midcap fund | $458,000 | -3.0% | 8,384 | 0.0% | 0.10% | -1.0% | |
VXUS | VANGUARD STAR FDSvg tl intl stk f | $451,000 | -6.0% | 7,554 | 0.0% | 0.10% | -3.1% | |
USB | US BANCORP DEL | $429,000 | -5.3% | 8,071 | 0.0% | 0.09% | -3.2% | |
INTC | Sell | INTEL CORP | $425,000 | -7.8% | 8,581 | -4.0% | 0.09% | -5.3% |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $410,000 | -2.6% | 2,990 | 0.0% | 0.09% | 0.0% | |
EEM | Buy | ISHARES TRmsci emg mkt etf | $395,000 | -7.5% | 8,749 | +0.1% | 0.08% | -4.6% |
RY | ROYAL BK CDA | $386,000 | +3.8% | 3,503 | 0.0% | 0.08% | +6.6% | |
MRK | Buy | MERCK & CO INC | $381,000 | +7.6% | 4,643 | +0.7% | 0.08% | +9.6% |
BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $376,000 | +112.4% | 17,800 | +116.4% | 0.08% | +119.4% |
T | Sell | AT&T INC | $375,000 | -22.5% | 15,855 | -19.4% | 0.08% | -20.2% |
RGA | Sell | REINSURANCE GRP OF AMERICA I | $376,000 | -50.5% | 3,435 | -50.5% | 0.08% | -49.4% |
XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $360,000 | +16.9% | 7,446 | +25.5% | 0.08% | +20.6% |
ICF | Buy | ISHARES TRcohen steer reit | $353,000 | -6.6% | 4,978 | +0.2% | 0.07% | -3.9% |
VGT | VANGUARD WORLD FDSinf tech etf | $342,000 | -9.0% | 820 | 0.0% | 0.07% | -6.5% | |
MAR | Sell | MARRIOTT INTL INC NEWcl a | $317,000 | -4.2% | 1,805 | -10.0% | 0.07% | -1.5% |
IWX | New | ISHARES TRrus tp200 vl etf | $320,000 | – | 4,600 | +100.0% | 0.07% | – |
EFG | Sell | ISHARES TReafe grwth etf | $313,000 | -25.3% | 3,255 | -14.3% | 0.07% | -23.3% |
GNMA | Sell | ISHARES TRgnma bond etf | $313,000 | -88.2% | 6,554 | -87.7% | 0.07% | -87.8% |
DOW | DOW INC | $316,000 | +12.1% | 4,965 | 0.0% | 0.07% | +13.8% | |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $292,000 | -4.9% | 7,942 | +0.5% | 0.06% | -3.2% |
DE | DEERE & CO | $288,000 | +21.0% | 694 | 0.0% | 0.06% | +24.5% | |
FLOT | Buy | ISHARES TRfltg rate nt etf | $286,000 | +8.3% | 5,653 | +8.7% | 0.06% | +11.1% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $276,000 | +109.1% | 3,350 | +121.0% | 0.06% | +114.8% |
V | VISA INC | $274,000 | +2.2% | 1,235 | 0.0% | 0.06% | +5.5% | |
QQQ | INVESCO QQQ TRunit ser 1 | $278,000 | -8.9% | 766 | 0.0% | 0.06% | -6.5% | |
XLC | Buy | SELECT SECTOR SPDR TR | $271,000 | +1.5% | 3,942 | +14.7% | 0.06% | +3.6% |
SNA | SNAP ON INC | $269,000 | -4.6% | 1,308 | 0.0% | 0.06% | -1.7% | |
VTI | VANGUARD INDEX FDStotal stk mkt | $267,000 | -5.7% | 1,173 | 0.0% | 0.06% | -3.4% | |
SLQD | Sell | ISHARES TR0-5yr invt gr cp | $268,000 | -49.6% | 5,420 | -48.0% | 0.06% | -48.6% |
XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $253,000 | -4.2% | 2,461 | -1.2% | 0.05% | -1.9% |
RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $247,000 | -31.0% | 855 | -22.6% | 0.05% | -28.8% |
OTIS | Sell | OTIS WORLDWIDE CORP | $237,000 | -12.2% | 3,082 | -0.5% | 0.05% | -9.1% |
IWN | ISHARES TRrus 2000 val etf | $229,000 | -3.0% | 1,419 | 0.0% | 0.05% | 0.0% | |
UNH | UNITEDHEALTH GROUP INC | $226,000 | +1.8% | 443 | 0.0% | 0.05% | +4.4% | |
VDE | VANGUARD WORLD FDSenergy etf | $225,000 | +38.0% | 2,100 | 0.0% | 0.05% | +42.4% | |
SLB | Sell | SCHLUMBERGER LTD | $219,000 | +17.7% | 5,305 | -14.5% | 0.05% | +21.1% |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $220,000 | -5.2% | 449 | 0.0% | 0.05% | -4.2% | |
DD | DUPONT DE NEMOURS INC | $218,000 | -9.2% | 2,966 | 0.0% | 0.05% | -6.1% | |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $213,000 | -25.3% | 4,490 | +61.5% | 0.04% | -22.4% |
D | DOMINION ENERGY INC | $213,000 | +8.1% | 2,508 | 0.0% | 0.04% | +12.5% | |
PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $211,000 | -5.0% | 1,157 | 0.0% | 0.04% | -2.2% | |
IJJ | New | ISHARES TRs&p mc 400vl etf | $209,000 | – | 1,902 | +100.0% | 0.04% | – |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $207,000 | -56.6% | 2,605 | -53.7% | 0.04% | -56.1% |
VIS | Buy | VANGUARD WORLD FDSindustrial etf | $207,000 | -0.5% | 1,063 | +3.9% | 0.04% | 0.0% |
YUM | YUM BRANDS INC | $205,000 | -14.6% | 1,730 | 0.0% | 0.04% | -12.2% | |
IYY | ISHARES TRdow jones us etf | $204,000 | -5.1% | 1,828 | 0.0% | 0.04% | -2.3% | |
LULU | Sell | LULULEMON ATHLETICA INC | $193,000 | -17.5% | 528 | -11.7% | 0.04% | -14.6% |
ITW | ILLINOIS TOOL WKS INC | $193,000 | -15.0% | 921 | 0.0% | 0.04% | -12.8% | |
GPC | GENUINE PARTS CO | $193,000 | -10.2% | 1,531 | 0.0% | 0.04% | -6.8% | |
SBUX | Sell | STARBUCKS CORP | $181,000 | -63.9% | 1,987 | -53.6% | 0.04% | -63.1% |
VXF | VANGUARD INDEX FDSextend mkt etf | $181,000 | -9.5% | 1,095 | 0.0% | 0.04% | -7.3% | |
BIV | Sell | VANGUARD BD INDEX FDSintermed term | $178,000 | -32.8% | 2,168 | -28.2% | 0.04% | -31.5% |
NVO | NOVO-NORDISK A Sadr | $178,000 | -1.1% | 1,605 | 0.0% | 0.04% | 0.0% | |
ILCG | ISHARES TRmorningstar grwt | $169,000 | -9.6% | 2,600 | 0.0% | 0.04% | -5.3% | |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $171,000 | -6.0% | 2,850 | -5.0% | 0.04% | -2.7% |
Sell | GENERAL ELECTRIC CO | $171,000 | -40.0% | 1,868 | -38.1% | 0.04% | -37.9% | |
IGE | Buy | ISHARES TRnorth amern nat | $169,000 | +29.0% | 4,181 | +0.3% | 0.04% | +33.3% |
PM | PHILIP MORRIS INTL INC | $167,000 | -1.2% | 1,781 | 0.0% | 0.04% | 0.0% | |
AMAT | Buy | APPLIED MATLS INC | $165,000 | +75.5% | 1,251 | +108.5% | 0.04% | +84.2% |
PSX | PHILLIPS 66 | $166,000 | +19.4% | 1,921 | 0.0% | 0.04% | +25.0% | |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $165,000 | -0.6% | 4,281 | +6.8% | 0.04% | +2.9% |
SYY | SYSCO CORP | $163,000 | +3.8% | 2,000 | 0.0% | 0.03% | +6.2% | |
MO | ALTRIA GROUP INC | $162,000 | +10.2% | 3,105 | 0.0% | 0.03% | +13.3% | |
CVS | Sell | CVS HEALTH CORP | $161,000 | -32.9% | 1,586 | -31.9% | 0.03% | -30.6% |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $164,000 | -14.1% | 1,505 | -6.5% | 0.03% | -12.8% |
IWR | ISHARES TRrus mid cap etf | $157,000 | -6.0% | 2,016 | 0.0% | 0.03% | -2.9% | |
TSLA | TESLA INC | $157,000 | +1.9% | 146 | 0.0% | 0.03% | +3.1% | |
PLD | PROLOGIS INC. | $148,000 | -3.9% | 914 | 0.0% | 0.03% | -3.1% | |
MDB | MONGODB INCcl a | $145,000 | -16.7% | 328 | 0.0% | 0.03% | -16.7% | |
UCBI | UNITED CMNTY BKS BLAIRSVLE G | $142,000 | -3.4% | 4,077 | 0.0% | 0.03% | 0.0% | |
VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $139,000 | +5.3% | 711 | +7.6% | 0.03% | +7.4% |
QCOM | QUALCOMM INC | $138,000 | -16.4% | 902 | 0.0% | 0.03% | -14.7% | |
NOC | NORTHROP GRUMMAN CORP | $140,000 | +15.7% | 313 | 0.0% | 0.03% | +16.0% | |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $137,000 | -2.1% | 928 | -2.5% | 0.03% | 0.0% |
BSV | VANGUARD BD INDEX FDSshort trm bond | $135,000 | -3.6% | 1,731 | 0.0% | 0.03% | -3.4% | |
CAT | CATERPILLAR INC | $127,000 | +7.6% | 570 | 0.0% | 0.03% | +12.5% | |
WDFC | WD 40 CO | $126,000 | -25.4% | 690 | 0.0% | 0.03% | -25.7% | |
VMC | VULCAN MATLS CO | $123,000 | -11.5% | 672 | 0.0% | 0.03% | -7.1% | |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $125,000 | -9.4% | 995 | +0.1% | 0.03% | -7.1% |
BAX | BAXTER INTL INC | $117,000 | -9.3% | 1,507 | 0.0% | 0.02% | -3.8% | |
GS | Sell | GOLDMAN SACHS GROUP INC | $120,000 | -16.1% | 365 | -2.7% | 0.02% | -13.8% |
IWV | ISHARES TRrussell 3000 etf | $121,000 | -5.5% | 460 | 0.0% | 0.02% | -3.8% | |
IJS | ISHARES TRsp smcp600vl etf | $121,000 | -2.4% | 1,185 | 0.0% | 0.02% | 0.0% | |
AMD | Buy | ADVANCED MICRO DEVICES INC | $121,000 | +1.7% | 1,110 | +34.2% | 0.02% | +4.2% |
DGRW | WISDOMTREE TRus qtly div grt | $116,000 | -3.3% | 1,818 | 0.0% | 0.02% | -4.0% | |
NUE | NUCOR CORP | $113,000 | +29.9% | 762 | 0.0% | 0.02% | +33.3% | |
DXCM | DEXCOM INC | $111,000 | -5.1% | 217 | 0.0% | 0.02% | -4.2% | |
ATO | ATMOS ENERGY CORP | $109,000 | +13.5% | 915 | 0.0% | 0.02% | +15.0% | |
LDOS | LEIDOS HOLDINGS INC | $108,000 | +21.3% | 1,000 | 0.0% | 0.02% | +27.8% | |
ECL | ECOLAB INC | $103,000 | -24.8% | 585 | 0.0% | 0.02% | -21.4% | |
BKNG | BOOKING HOLDINGS INC | $103,000 | -2.8% | 44 | 0.0% | 0.02% | 0.0% | |
VPU | VANGUARD WORLD FDSutilities etf | $105,000 | +2.9% | 650 | 0.0% | 0.02% | +4.8% | |
LRFC | LOGAN RIDGE FINANCE CORP | $107,000 | -1.8% | 4,729 | 0.0% | 0.02% | 0.0% | |
KMI | KINDER MORGAN INC DEL | $98,000 | +18.1% | 5,202 | 0.0% | 0.02% | +23.5% | |
ARKK | Sell | ARK ETF TRinnovation etf | $100,000 | -51.0% | 1,511 | -30.1% | 0.02% | -50.0% |
FLO | FLOWERS FOODS INC | $94,000 | -6.9% | 3,675 | 0.0% | 0.02% | -4.8% | |
VFH | Buy | VANGUARD WORLD FDSfinancials etf | $93,000 | +6.9% | 997 | +11.1% | 0.02% | +11.1% |
TSCO | TRACTOR SUPPLY CO | $93,000 | -2.1% | 400 | 0.0% | 0.02% | +5.3% | |
MKC | MCCORMICK & CO INC | $97,000 | +3.2% | 970 | 0.0% | 0.02% | +5.3% | |
KMB | KIMBERLY-CLARK CORP | $91,000 | -14.2% | 739 | 0.0% | 0.02% | -13.6% | |
BFS | SAUL CTRS INC | $90,000 | 0.0% | 1,700 | 0.0% | 0.02% | +5.6% | |
EWA | Buy | ISHARES INCmsci aust etf | $91,000 | +7.1% | 3,445 | +0.9% | 0.02% | +11.8% |
VO | VANGUARD INDEX FDSmid cap etf | $92,000 | -6.1% | 386 | 0.0% | 0.02% | -5.0% | |
UTG | REAVES UTIL INCOME FD | $86,000 | -2.3% | 2,500 | 0.0% | 0.02% | 0.0% | |
IGSB | Buy | ISHARES TR | $85,000 | -4.5% | 1,648 | +0.2% | 0.02% | 0.0% |
BR | BROADRIDGE FINL SOLUTIONS IN | $85,000 | -14.1% | 543 | 0.0% | 0.02% | -10.0% | |
BK | BANK NEW YORK MELLON CORP | $86,000 | -14.0% | 1,723 | 0.0% | 0.02% | -10.0% | |
PCAR | PACCAR INC | $86,000 | 0.0% | 979 | 0.0% | 0.02% | 0.0% | |
LNC | LINCOLN NATL CORP IND | $82,000 | -4.7% | 1,256 | 0.0% | 0.02% | -5.6% | |
FDX | FEDEX CORP | $83,000 | -10.8% | 360 | 0.0% | 0.02% | -10.5% | |
AMP | AMERIPRISE FINL INC | $80,000 | 0.0% | 265 | 0.0% | 0.02% | +6.2% | |
FISV | FISERV INC | $83,000 | -2.4% | 818 | 0.0% | 0.02% | 0.0% | |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $83,000 | +1.2% | 1,560 | +6.8% | 0.02% | 0.0% |
LMT | LOCKHEED MARTIN CORP | $79,000 | +23.4% | 180 | 0.0% | 0.02% | +30.8% | |
LOB | LIVE OAK BANCSHARES INC | $81,000 | -42.1% | 1,600 | 0.0% | 0.02% | -41.4% | |
MAXR | MAXAR TECHNOLOGIES INC | $79,000 | +33.9% | 2,000 | 0.0% | 0.02% | +41.7% | |
ALL | ALLSTATE CORP | $80,000 | +17.6% | 576 | 0.0% | 0.02% | +21.4% | |
SDY | New | SPDR SER TRs&p divid etf | $74,000 | – | 577 | +100.0% | 0.02% | – |
SLV | ISHARES SILVER TRishares | $76,000 | +7.0% | 3,300 | 0.0% | 0.02% | +6.7% | |
QDEF | FLEXSHARES TRqlt div def idx | $78,000 | -4.9% | 1,377 | 0.0% | 0.02% | -5.9% | |
DHR | DANAHER CORPORATION | $78,000 | -11.4% | 266 | 0.0% | 0.02% | -11.1% | |
TMO | THERMO FISHER SCIENTIFIC INC | $74,000 | -10.8% | 125 | 0.0% | 0.02% | -5.9% | |
PYZ | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $71,000 | +4.4% | 716 | 0.0% | 0.02% | +7.1% | |
VOX | New | VANGUARD WORLD FDS | $72,000 | – | 600 | +100.0% | 0.02% | – |
ILMN | ILLUMINA INC | $71,000 | -7.8% | 202 | 0.0% | 0.02% | -6.2% | |
BP | BP PLCsponsored adr | $71,000 | +10.9% | 2,405 | 0.0% | 0.02% | +15.4% | |
RWR | SPDR SER TRdj reit etf | $67,000 | -2.9% | 567 | 0.0% | 0.01% | 0.0% | |
TGT | TARGET CORP | $65,000 | -8.5% | 307 | 0.0% | 0.01% | -6.7% | |
CMI | CUMMINS INC | $68,000 | -5.6% | 330 | 0.0% | 0.01% | -6.7% | |
EXEL | EXELIXIS INC | $68,000 | +23.6% | 3,000 | 0.0% | 0.01% | +27.3% | |
EPD | ENTERPRISE PRODS PARTNERS L | $69,000 | +16.9% | 2,685 | 0.0% | 0.01% | +16.7% | |
FLRN | Buy | SPDR SER TRbloomberg invt | $69,000 | 0.0% | 2,271 | +0.0% | 0.01% | 0.0% |
FVD | FIRST TR VALUE LINE DIVID IN | $66,000 | -1.5% | 1,550 | 0.0% | 0.01% | 0.0% | |
BA | Sell | BOEING CO | $63,000 | -7.4% | 330 | -2.7% | 0.01% | -7.1% |
DAL | DELTA AIR LINES INC DEL | $64,000 | +1.6% | 1,623 | 0.0% | 0.01% | 0.0% | |
ANET | ARISTA NETWORKS INC | $61,000 | -3.2% | 436 | 0.0% | 0.01% | 0.0% | |
BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $64,000 | +120.7% | 2,200 | +175.0% | 0.01% | +116.7% |
PPG | PPG INDS INC | $60,000 | -24.1% | 456 | 0.0% | 0.01% | -18.8% | |
EMR | EMERSON ELEC CO | $63,000 | +5.0% | 642 | 0.0% | 0.01% | +8.3% | |
AME | AMETEK INC | $63,000 | -8.7% | 470 | 0.0% | 0.01% | -7.1% | |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $62,000 | +12.7% | 271 | +0.4% | 0.01% | +18.2% |
ISCG | ISHARES TRmrgstr sm cp gr | $62,000 | -11.4% | 1,410 | 0.0% | 0.01% | -7.1% | |
BACPRL | BK OF AMERICA CORP7.25%cnv pfd l | $59,000 | -9.2% | 45 | 0.0% | 0.01% | -7.7% | |
EPP | Sell | ISHARES INCmsci pac jp etf | $54,000 | -12.9% | 1,100 | -15.4% | 0.01% | -15.4% |
PNFP | PINNACLE FINL PARTNERS INC | $52,000 | -3.7% | 565 | 0.0% | 0.01% | 0.0% | |
BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $53,000 | +8.2% | 800 | 0.0% | 0.01% | +10.0% | |
New | SHELL PLCspon ads | $52,000 | – | 942 | +100.0% | 0.01% | – | |
TXN | Sell | TEXAS INSTRS INC | $53,000 | -66.2% | 287 | -65.5% | 0.01% | -65.6% |
SLYV | SPDR SER TRs&p 600 smcp val | $51,000 | -1.9% | 616 | 0.0% | 0.01% | 0.0% | |
SHY | Buy | ISHARES TR1 3 yr treas bd | $49,000 | -2.0% | 585 | +0.2% | 0.01% | 0.0% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $46,000 | +9.5% | 620 | +143.1% | 0.01% | +11.1% |
SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $47,000 | -2.1% | 700 | 0.0% | 0.01% | 0.0% | |
BFB | BROWN FORMAN CORPcl b | $48,000 | -7.7% | 717 | 0.0% | 0.01% | -9.1% | |
VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $48,000 | -5.9% | 968 | 0.0% | 0.01% | 0.0% | |
EES | Sell | WISDOMTREE TRus smallcap fund | $48,000 | -28.4% | 1,010 | -22.9% | 0.01% | -28.6% |
ISCV | ISHARES TRmrning sm cp etf | $49,000 | -2.0% | 840 | 0.0% | 0.01% | 0.0% | |
FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $41,000 | -2.4% | 850 | 0.0% | 0.01% | 0.0% | |
EOG | EOG RES INC | $43,000 | +34.4% | 360 | 0.0% | 0.01% | +28.6% | |
INTU | INTUIT | $43,000 | -24.6% | 89 | 0.0% | 0.01% | -25.0% | |
CTVA | CORTEVA INC | $43,000 | +22.9% | 741 | 0.0% | 0.01% | +28.6% | |
NET | CLOUDFLARE INC | $43,000 | -8.5% | 360 | 0.0% | 0.01% | -10.0% | |
GPN | GLOBAL PMTS INC | $38,000 | +2.7% | 277 | 0.0% | 0.01% | 0.0% | |
SCHO | SCHWAB STRATEGIC TRsht tm us tres | $39,000 | -2.5% | 794 | 0.0% | 0.01% | 0.0% | |
MU | MICRON TECHNOLOGY INC | $38,000 | -15.6% | 482 | 0.0% | 0.01% | -11.1% | |
DXPE | DXP ENTERPRISES INC | $38,000 | +5.6% | 1,400 | 0.0% | 0.01% | +14.3% | |
SLF | SUN LIFE FINANCIAL INC. | $39,000 | 0.0% | 695 | 0.0% | 0.01% | 0.0% | |
MNKD | MANNKIND CORP | $39,000 | -15.2% | 10,626 | 0.0% | 0.01% | -11.1% | |
ADBE | ADOBE SYSTEMS INCORPORATED | $36,000 | -20.0% | 79 | 0.0% | 0.01% | -11.1% | |
RJF | RAYMOND JAMES FINL INC | $39,000 | +8.3% | 359 | 0.0% | 0.01% | +14.3% | |
SYK | STRYKER CORPORATION | $37,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% | |
PBA | PEMBINA PIPELINE CORP | $34,000 | +21.4% | 915 | 0.0% | 0.01% | +16.7% | |
FHN | FIRST HORIZON CORPORATION | $31,000 | +40.9% | 1,329 | 0.0% | 0.01% | +40.0% | |
DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $31,000 | -6.1% | 90 | 0.0% | 0.01% | 0.0% | |
AIZ | ASSURANT INC | $33,000 | +17.9% | 181 | 0.0% | 0.01% | +16.7% | |
ANTM | ANTHEM INC | $34,000 | +6.2% | 70 | 0.0% | 0.01% | 0.0% | |
IEMG | ISHARES INCcore msci emkt | $31,000 | -8.8% | 562 | 0.0% | 0.01% | 0.0% | |
KR | KROGER CO | $35,000 | +25.0% | 618 | 0.0% | 0.01% | +16.7% | |
MRNA | MODERNA INC | $34,000 | -33.3% | 200 | 0.0% | 0.01% | -30.0% | |
DKS | Buy | DICKS SPORTING GOODS INC | $31,000 | -13.9% | 311 | +0.3% | 0.01% | 0.0% |
ACN | ACCENTURE PLC IRELAND | $34,000 | -17.1% | 100 | 0.0% | 0.01% | -12.5% | |
ULTA | Buy | ULTA BEAUTY INC | $32,000 | +28.0% | 80 | +33.3% | 0.01% | +40.0% |
NPO | ENPRO INDS INC | $34,000 | -10.5% | 343 | 0.0% | 0.01% | -12.5% | |
AYI | ACUITY BRANDS INC | $35,000 | -10.3% | 184 | 0.0% | 0.01% | -12.5% | |
GIS | GENERAL MLS INC | $33,000 | +3.1% | 480 | 0.0% | 0.01% | 0.0% | |
XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $34,000 | -5.6% | 617 | 0.0% | 0.01% | 0.0% | |
KRC | KILROY RLTY CORP | $31,000 | +14.8% | 400 | 0.0% | 0.01% | +16.7% | |
ZTS | ZOETIS INCcl a | $31,000 | -22.5% | 165 | 0.0% | 0.01% | -12.5% | |
WPC | WP CAREY INC | $32,000 | 0.0% | 396 | 0.0% | 0.01% | 0.0% | |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $33,000 | -5.7% | 626 | +103.2% | 0.01% | 0.0% |
MDLZ | MONDELEZ INTL INCcl a | $28,000 | -6.7% | 451 | 0.0% | 0.01% | 0.0% | |
IWS | ISHARES TRrus mdcp val etf | $30,000 | 0.0% | 248 | 0.0% | 0.01% | 0.0% | |
IEX | IDEX CORP | $29,000 | -17.1% | 150 | 0.0% | 0.01% | -14.3% | |
TM | TOYOTA MOTOR CORPads | $27,000 | -3.6% | 151 | 0.0% | 0.01% | 0.0% | |
CMCSA | COMCAST CORP NEWcl a | $30,000 | -6.2% | 645 | 0.0% | 0.01% | -14.3% | |
NOW | SERVICENOW INC | $28,000 | -12.5% | 50 | 0.0% | 0.01% | -14.3% | |
IAU | Sell | ISHARES GOLD TRishares new | $28,000 | +3.7% | 752 | -2.6% | 0.01% | 0.0% |
FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $22,000 | 0.0% | 667 | 0.0% | 0.01% | 0.0% | |
IYM | ISHARES TRu.s. bas mtl etf | $25,000 | +4.2% | 169 | 0.0% | 0.01% | 0.0% | |
MPC | MARATHON PETE CORP | $23,000 | +35.3% | 264 | 0.0% | 0.01% | +66.7% | |
ITOT | ISHARES TRcore s&p ttl stk | $26,000 | -7.1% | 262 | 0.0% | 0.01% | -16.7% | |
IHF | Sell | ISHARES TRus hlthcr pr etf | $23,000 | -76.5% | 80 | -76.3% | 0.01% | -75.0% |
GLW | CORNING INC | $23,000 | -4.2% | 632 | 0.0% | 0.01% | 0.0% | |
F | FORD MTR CO DEL | $25,000 | -16.7% | 1,455 | 0.0% | 0.01% | -16.7% | |
IONS | IONIS PHARMACEUTICALS INC | $22,000 | +22.2% | 600 | 0.0% | 0.01% | +25.0% | |
JBHT | HUNT J B TRANS SVCS INC | $23,000 | -4.2% | 115 | 0.0% | 0.01% | 0.0% | |
FYLD | CAMBRIA ETF TRcambria fgn shr | $23,000 | 0.0% | 850 | 0.0% | 0.01% | 0.0% | |
AZN | ASTRAZENECA PLCsponsored adr | $25,000 | +13.6% | 375 | 0.0% | 0.01% | 0.0% | |
EWCO | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500a eql | $22,000 | +83.3% | 625 | +92.3% | 0.01% | +150.0% |
XEL | XCEL ENERGY INC | $22,000 | +10.0% | 300 | 0.0% | 0.01% | +25.0% | |
SCHV | SCHWAB STRATEGIC TRus lcap va etf | $22,000 | 0.0% | 305 | 0.0% | 0.01% | 0.0% | |
AGG | Sell | ISHARES TRcore us aggbd et | $24,000 | -88.4% | 227 | -87.5% | 0.01% | -88.1% |
TRV | TRAVELERS COMPANIES INC | $25,000 | +13.6% | 138 | 0.0% | 0.01% | 0.0% | |
MP | MP MATERIALS CORP | $22,000 | +29.4% | 375 | 0.0% | 0.01% | +66.7% | |
KRE | SPDR SER TRs&p regl bkg | $23,000 | 0.0% | 328 | 0.0% | 0.01% | 0.0% | |
VAC | MARRIOTT VACATIONS WORLDWIDE | $18,000 | -5.3% | 115 | 0.0% | 0.00% | 0.0% | |
Buy | INVENTRUST PPTYS CORP | $18,000 | +20.0% | 570 | +0.7% | 0.00% | +33.3% | |
SON | SONOCO PRODS CO | $19,000 | +11.8% | 300 | 0.0% | 0.00% | +33.3% | |
LEA | LEAR CORP | $19,000 | -20.8% | 130 | 0.0% | 0.00% | -20.0% | |
CB | CHUBB LIMITED | $21,000 | +10.5% | 98 | 0.0% | 0.00% | 0.0% | |
DOCU | DOCUSIGN INC | $17,000 | -29.2% | 157 | 0.0% | 0.00% | -20.0% | |
SIRI | SIRIUS XM HOLDINGS INC | $17,000 | +6.2% | 2,588 | 0.0% | 0.00% | +33.3% | |
PDM | PIEDMONT OFFICE REALTY TR IN | $18,000 | -10.0% | 1,068 | 0.0% | 0.00% | 0.0% | |
GSK | GLAXOSMITHKLINE PLCsponsored adr | $20,000 | 0.0% | 455 | 0.0% | 0.00% | 0.0% | |
SKT | Sell | TANGER FACTORY OUTLET CTRS I | $18,000 | -37.9% | 1,029 | -32.7% | 0.00% | -33.3% |
GD | GENERAL DYNAMICS CORP | $17,000 | +13.3% | 72 | 0.0% | 0.00% | +33.3% | |
VIAC | PARAMOUNT GLOBAL | $19,000 | +26.7% | 500 | 0.0% | 0.00% | +33.3% | |
COIN | COINBASE GLOBAL INC | $19,000 | -24.0% | 100 | 0.0% | 0.00% | -20.0% | |
APH | AMPHENOL CORP NEWcl a | $17,000 | -15.0% | 232 | 0.0% | 0.00% | 0.0% | |
IYF | ISHARES TRu.s. finls etf | $18,000 | -5.3% | 216 | 0.0% | 0.00% | 0.0% | |
PRK | PARK NATL CORP | $20,000 | -4.8% | 154 | 0.0% | 0.00% | 0.0% | |
YUMC | YUM CHINA HLDGS INC | $21,000 | -16.0% | 510 | 0.0% | 0.00% | -20.0% | |
AMT | AMERICAN TOWER CORP NEW | $17,000 | -10.5% | 66 | 0.0% | 0.00% | 0.0% | |
SBAC | SBA COMMUNICATIONS CORP NEWcl a | $18,000 | -10.0% | 52 | 0.0% | 0.00% | 0.0% | |
Buy | RIVIAN AUTOMOTIVE INC | $18,000 | -33.3% | 365 | +37.7% | 0.00% | -33.3% | |
VB | VANGUARD INDEX FDSsmall cp etf | $21,000 | -4.5% | 99 | 0.0% | 0.00% | -20.0% | |
C | Buy | CITIGROUP INC | $19,000 | -13.6% | 362 | +0.3% | 0.00% | -20.0% |
IDU | ISHARES TRu.s. utilits etf | $20,000 | +5.3% | 215 | 0.0% | 0.00% | 0.0% | |
RF | REGIONS FINANCIAL CORP NEW | $17,000 | +6.2% | 750 | 0.0% | 0.00% | +33.3% | |
IWB | ISHARES TRrus 1000 etf | $18,000 | -5.3% | 70 | 0.0% | 0.00% | 0.0% | |
MSI | MOTOROLA SOLUTIONS INC | $18,000 | -10.0% | 74 | 0.0% | 0.00% | 0.0% | |
QLD | PROSHARES TR | $17,000 | -15.0% | 230 | 0.0% | 0.00% | 0.0% | |
EL | LAUDER ESTEE COS INCcl a | $21,000 | -25.0% | 76 | 0.0% | 0.00% | -33.3% | |
STT | STATE STR CORP | $17,000 | -10.5% | 200 | 0.0% | 0.00% | 0.0% | |
SBIO | ALPS ETF TRmed breakthgh | $13,000 | -18.8% | 375 | 0.0% | 0.00% | 0.0% | |
ANSS | ANSYS INC | $15,000 | -16.7% | 46 | 0.0% | 0.00% | -25.0% | |
AUPH | AURINIA PHARMACEUTICALS INC | $14,000 | -46.2% | 1,120 | 0.0% | 0.00% | -40.0% | |
BMRN | BIOMARIN PHARMACEUTICAL INC | $12,000 | -14.3% | 160 | 0.0% | 0.00% | 0.0% | |
CDK | CDK GLOBAL INC | $15,000 | +15.4% | 305 | 0.0% | 0.00% | 0.0% | |
CI | CIGNA CORP NEW | $12,000 | +9.1% | 50 | 0.0% | 0.00% | +50.0% | |
DLTH | DULUTH HLDGS INC | $12,000 | -14.3% | 948 | 0.0% | 0.00% | 0.0% | |
HACK | New | ETF MANAGERS TRprime cybr scrty | $15,000 | – | 250 | +100.0% | 0.00% | – |
ESPR | ESPERION THERAPEUTICS INC NE | $12,000 | -7.7% | 2,500 | 0.0% | 0.00% | 0.0% | |
EXC | EXELON CORP | $12,000 | -14.3% | 250 | 0.0% | 0.00% | 0.0% | |
FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $15,000 | -6.2% | 130 | 0.0% | 0.00% | 0.0% | |
BUG | New | GLOBAL X FDScybrscurty etf | $16,000 | – | 500 | +100.0% | 0.00% | – |
HSY | HERSHEY CO | $14,000 | +7.7% | 65 | 0.0% | 0.00% | 0.0% | |
IDXX | IDEXX LABS INC | $12,000 | -14.3% | 22 | 0.0% | 0.00% | 0.0% | |
IDCC | INTERDIGITAL INC | $13,000 | -7.1% | 200 | 0.0% | 0.00% | 0.0% | |
ISRG | INTUITIVE SURGICAL INC | $12,000 | -14.3% | 39 | 0.0% | 0.00% | 0.0% | |
IWD | ISHARES TRrus 1000 val etf | $13,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
RXI | ISHARES TRglb cns disc etf | $16,000 | -11.1% | 100 | 0.0% | 0.00% | -25.0% | |
LHX | L3HARRIS TECHNOLOGIES INC | $16,000 | +14.3% | 65 | 0.0% | 0.00% | 0.0% | |
MCK | MCKESSON CORP | $16,000 | +23.1% | 51 | 0.0% | 0.00% | 0.0% | |
NVS | NOVARTIS AGsponsored adr | $15,000 | 0.0% | 172 | 0.0% | 0.00% | 0.0% | |
OGN | ORGANON & CO | $14,000 | +16.7% | 406 | 0.0% | 0.00% | +50.0% | |
RSG | REPUBLIC SVCS INC | $16,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% | |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $14,000 | +7.7% | 215 | +22.9% | 0.00% | 0.0% |
SJM | SMUCKER J M CO | $14,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
URI | UNITED RENTALS INC | $14,000 | +7.7% | 40 | 0.0% | 0.00% | 0.0% | |
SMOG | VANECK ETF TRUSTlow carbn energy | $16,000 | -11.1% | 110 | 0.0% | 0.00% | -25.0% | |
VTRS | VIATRIS INC | $14,000 | -17.6% | 1,273 | 0.0% | 0.00% | 0.0% | |
MDT | Sell | MEDTRONIC PLC | $11,000 | -26.7% | 100 | -32.4% | 0.00% | -33.3% |
SCZ | ISHARES TReafe sml cp etf | $9,000 | -10.0% | 142 | 0.0% | 0.00% | 0.0% | |
EW | EDWARDS LIFESCIENCES CORP | $8,000 | -11.1% | 69 | 0.0% | 0.00% | 0.0% | |
APD | AIR PRODS & CHEMS INC | $11,000 | -21.4% | 46 | 0.0% | 0.00% | -33.3% | |
USCI | UNITED STS COMMODITY INDEX F | $8,000 | +14.3% | 150 | 0.0% | 0.00% | +100.0% | |
SKYY | FIRST TR EXCHANGE TRADED FD | $11,000 | -15.4% | 126 | 0.0% | 0.00% | -33.3% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $9,000 | 0.0% | 850 | 0.0% | 0.00% | 0.0% | |
XPEL | XPEL INC | $8,000 | -20.0% | 150 | 0.0% | 0.00% | 0.0% | |
MS | MORGAN STANLEY | $9,000 | -10.0% | 104 | 0.0% | 0.00% | 0.0% | |
UAA | UNDER ARMOUR INCcl a | $10,000 | -23.1% | 600 | 0.0% | 0.00% | -33.3% | |
FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $11,000 | -15.4% | 58 | 0.0% | 0.00% | -33.3% | |
FTV | Sell | FORTIVE CORP | $8,000 | -50.0% | 138 | -33.0% | 0.00% | -33.3% |
KBA | KRANESHARES TRbosera msci chin | $11,000 | -15.4% | 300 | 0.0% | 0.00% | -33.3% | |
IGIB | ISHARES TR | $11,000 | -8.3% | 200 | 0.0% | 0.00% | 0.0% | |
RWO | SPDR INDEX SHS FDSdj glb rl es etf | $8,000 | -11.1% | 151 | 0.0% | 0.00% | 0.0% | |
HEP | HOLLY ENERGY PARTNERS L P | $11,000 | +10.0% | 600 | 0.0% | 0.00% | 0.0% | |
ROP | Sell | ROPER TECHNOLOGIES INC | $8,000 | -52.9% | 17 | -50.0% | 0.00% | -33.3% |
BXMT | BLACKSTONE MTG TR INC | $10,000 | +11.1% | 300 | 0.0% | 0.00% | 0.0% | |
UA | UNDER ARMOUR INCcl c | $9,000 | -18.2% | 604 | 0.0% | 0.00% | 0.0% | |
USD | PROSHARES TR | $9,000 | -25.0% | 220 | 0.0% | 0.00% | 0.0% | |
IP | INTERNATIONAL PAPER CO | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
CGC | CANOPY GROWTH CORP | $8,000 | -11.1% | 1,088 | 0.0% | 0.00% | 0.0% | |
FDUS | FIDUS INVT CORP | $8,000 | +14.3% | 413 | 0.0% | 0.00% | +100.0% | |
RJA | New | SWEDISH EXPT CR CORProg agri etn22 | $8,000 | – | 800 | +100.0% | 0.00% | – |
VAW | VANGUARD WORLD FDSmaterials etf | $8,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
TMUS | T-MOBILE US INC | $11,000 | +10.0% | 86 | 0.0% | 0.00% | 0.0% | |
BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $9,000 | +12.5% | 228 | +1.3% | 0.00% | 0.0% |
BIPC | BROOKFIELD INFRASTRUCTURE CO | $8,000 | +14.3% | 100 | 0.0% | 0.00% | +100.0% | |
CYBR | CYBERARK SOFTWARE LTD | $8,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
SQ | BLOCK INCcl a | $8,000 | -20.0% | 60 | 0.0% | 0.00% | 0.0% | |
CCEP | COCA-COLA EUROPACIFIC PARTNE | $11,000 | -8.3% | 220 | 0.0% | 0.00% | 0.0% | |
KFRC | KFORCE INC | $10,000 | -9.1% | 140 | 0.0% | 0.00% | 0.0% | |
JCI | JOHNSON CTLS INTL PLC | $9,000 | -18.2% | 133 | 0.0% | 0.00% | 0.0% | |
CF | CF INDS HLDGS INC | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
AVGO | BROADCOM INC | $4,000 | -20.0% | 7 | 0.0% | 0.00% | 0.0% | |
REGN | REGENERON PHARMACEUTICALS | $4,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
MET | METLIFE INC | $5,000 | +25.0% | 70 | 0.0% | 0.00% | 0.0% | |
BSM | BLACK STONE MINERALS L P | $3,000 | +50.0% | 200 | 0.0% | 0.00% | – | |
RCII | RENT A CTR INC NEW | $4,000 | -42.9% | 140 | 0.0% | 0.00% | 0.0% | |
BITNILE HOLDINGS INC | $5,000 | -28.6% | 5,500 | 0.0% | 0.00% | 0.0% | ||
BNTX | BIONTECH SEsponsored ads | $3,000 | -40.0% | 20 | 0.0% | 0.00% | 0.0% | |
MGM | Sell | MGM RESORTS INTERNATIONAL | $4,000 | -69.2% | 88 | -69.4% | 0.00% | -66.7% |
REZI | RESIDEO TECHNOLOGIES INC | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
GOLD | BARRICK GOLD CORP | $7,000 | +16.7% | 300 | 0.0% | 0.00% | 0.0% | |
RIGL | RIGEL PHARMACEUTICALS INC | $4,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
KXI | ISHARES TRglb cnsm stp etf | $4,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
AVNW | AVIAT NETWORKS INC | $3,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
ALV | AUTOLIV INC | $4,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% | |
KHC | KRAFT HEINZ CO | $5,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
HAS | HASBRO INC | $5,000 | -28.6% | 64 | 0.0% | 0.00% | 0.0% | |
OGE | OGE ENERGY CORP | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
ABG | ASBURY AUTOMOTIVE GROUP INC | $7,000 | -12.5% | 45 | 0.0% | 0.00% | -50.0% | |
ARCT | ARCTURUS THERAPEUTICS HLDGS | $3,000 | -40.0% | 125 | 0.0% | 0.00% | 0.0% | |
OXY | OCCIDENTAL PETE CORP | $4,000 | +100.0% | 75 | 0.0% | 0.00% | – | |
APP | APPLOVIN CORP | $4,000 | -42.9% | 75 | 0.0% | 0.00% | 0.0% | |
VSTO | VISTA OUTDOOR INC | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
LIT | GLOBAL X FDSlithium btry etf | $7,000 | -12.5% | 90 | 0.0% | 0.00% | -50.0% | |
GILD | New | GILEAD SCIENCES INC | $4,000 | – | 60 | +100.0% | 0.00% | – |
AAL | AMERICAN AIRLS GROUP INC | $7,000 | 0.0% | 398 | 0.0% | 0.00% | 0.0% | |
AMR | ALPHA METALLURGICAL RESOUR I | $3,000 | +200.0% | 24 | 0.0% | 0.00% | – | |
ON | ON SEMICONDUCTOR CORP | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
ALLY | ALLY FINL INC | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
WM | WASTE MGMT INC DEL | $5,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
ALLBIRDS INC | $5,000 | -54.5% | 754 | 0.0% | 0.00% | -50.0% | ||
GM | Buy | GENERAL MTRS CO | $6,000 | -25.0% | 134 | +1.5% | 0.00% | -50.0% |
WRN | WESTERN COPPER & GOLD CORP | $4,000 | +33.3% | 1,700 | 0.0% | 0.00% | 0.0% | |
WPM | WHEATON PRECIOUS METALS CORP | $4,000 | +33.3% | 75 | 0.0% | 0.00% | 0.0% | |
LITE | LUMENTUM HLDGS INC | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
LYV | LIVE NATION ENTERTAINMENT IN | $7,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
AKTS | AKOUSTIS TECHNOLOGIES INC | $3,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
FLGT | FULGENT GENETICS INC | $3,000 | -40.0% | 50 | 0.0% | 0.00% | 0.0% | |
FCEL | FUELCELL ENERGY INC | $6,000 | +20.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
FCX | FREEPORT-MCMORAN INCcl b | $6,000 | +20.0% | 123 | 0.0% | 0.00% | 0.0% | |
AHCO | ADAPTHEALTH CORP | $5,000 | -37.5% | 329 | 0.0% | 0.00% | -50.0% | |
ZEN | ZENDESK INC | $4,000 | +33.3% | 30 | 0.0% | 0.00% | 0.0% | |
Z | ZILLOW GROUP INCcl c cap stk | $3,000 | -25.0% | 56 | 0.0% | 0.00% | 0.0% | |
MTSI | MACOM TECH SOLUTIONS HLDGS I | $3,000 | -25.0% | 50 | 0.0% | 0.00% | 0.0% | |
XBI | SPDR SER TRs&p biotech | $7,000 | -22.2% | 80 | 0.0% | 0.00% | -50.0% | |
ZUO | ZUORA INC | $4,000 | -20.0% | 250 | 0.0% | 0.00% | 0.0% | |
ACEV | ACE CONVERGENCE ACQU CORPcl a | $6,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
TLTE | FLEXSHARES TRmstar emkt fac | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
RAM | ARIES I ACQUISITION CORP | $4,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
FLT | FLEETCOR TECHNOLOGIES INC | $6,000 | +20.0% | 24 | 0.0% | 0.00% | 0.0% | |
SPTS | SPDR SER TRportfolio sh tsr | $6,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% | |
SIVR | ABRDN SILVER ETF TRUST | $6,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
CATALYST PARTNRS ACQUISITN C | $4,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | ||
FSR | FISKER INC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
G | GENPACT LIMITED | $5,000 | -28.6% | 124 | 0.0% | 0.00% | 0.0% | |
AOSL | ALPHA & OMEGA SEMICONDUCTOR | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
NCLH | NORWEGIAN CRUISE LINE HLDG L | $7,000 | +16.7% | 300 | 0.0% | 0.00% | 0.0% | |
PRSR | PROSPECTOR CAPITAL CORPcl a | $4,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
SPSM | SPDR SER TRportfolio s&p600 | $5,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
SAR | SARATOGA INVT CORP | $7,000 | 0.0% | 241 | 0.0% | 0.00% | 0.0% | |
USRT | ISHARES TRcre u s reit etf | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
AG | FIRST MAJESTIC SILVER CORP | $4,000 | +33.3% | 300 | 0.0% | 0.00% | 0.0% | |
FBNC | FIRST BANCORP N C | $7,000 | -12.5% | 175 | 0.0% | 0.00% | -50.0% | |
ALC | ALCON AG | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
ASTS | AST SPACEMOBILE INC | $5,000 | +25.0% | 460 | 0.0% | 0.00% | 0.0% | |
LOGI | LOGITECH INTL S A | $4,000 | -20.0% | 55 | 0.0% | 0.00% | 0.0% | |
TEL | TE CONNECTIVITY LTD | $5,000 | -16.7% | 35 | 0.0% | 0.00% | 0.0% | |
CRNT | CERAGON NETWORKS LTDord | $3,000 | -25.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
SCHN | SCHNITZER STEEL INDS INCcl a | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
OMI | OWENS & MINOR INC NEW | $3,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
ETSY | ETSY INC | $6,000 | -45.5% | 50 | 0.0% | 0.00% | -50.0% | |
EPIX | ESSA PHARMA INC | $4,000 | -55.6% | 600 | 0.0% | 0.00% | -50.0% | |
J | JACOBS ENGR GROUP INC | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
EPHY | EPIPHANY TECHNOLOGY ACQUISIT | $7,000 | 0.0% | 725 | 0.0% | 0.00% | 0.0% | |
ENPH | Sell | ENPHASE ENERGY INC | $3,000 | -90.0% | 15 | -90.9% | 0.00% | -83.3% |
PHI | PLDT INCsponsored adr | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
PNC | PNC FINL SVCS GROUP INC | $4,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
DAVA | ENDAVA PLCads | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
IDV | Buy | ISHARES TRintl sel div etf | $3,000 | +50.0% | 79 | +1.3% | 0.00% | – |
EA | ELECTRONIC ARTS INC | $3,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
PD | PAGERDUTY INC | $5,000 | 0.0% | 140 | 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- | $6,000 | -14.3% | 400 | 0.0% | 0.00% | 0.0% | |
IQLT | ISHARES TRmsci intl qualty | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
DOV | DOVER CORP | $7,000 | -12.5% | 45 | 0.0% | 0.00% | -50.0% | |
LEG | LEGGETT & PLATT INC | $4,000 | -20.0% | 125 | 0.0% | 0.00% | 0.0% | |
IYZ | ISHARES TR | $4,000 | -20.0% | 150 | 0.0% | 0.00% | 0.0% | |
DLTR | DOLLAR TREE INC | $6,000 | +20.0% | 37 | 0.0% | 0.00% | 0.0% | |
PENN | PENN NATL GAMING INC | $3,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
NIO | Buy | NIO INCspon ads | $5,000 | -28.6% | 230 | +2.2% | 0.00% | 0.0% |
DAC | New | DANAOS CORPORATION | $5,000 | – | 50 | +100.0% | 0.00% | – |
DISCA | DISCOVERY INC | $3,000 | +50.0% | 104 | 0.0% | 0.00% | – | |
SNAP | New | SNAP INCcl a | $6,000 | – | 160 | +100.0% | 0.00% | – |
SOFI | SOFI TECHNOLOGIES INC | $3,000 | -40.0% | 300 | 0.0% | 0.00% | 0.0% | |
IBB | ISHARES TRishares biotech | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
DIGITAL WORLD ACQUISITION CO | $4,000 | +33.3% | 65 | 0.0% | 0.00% | 0.0% | ||
Buy | MATTERPORT INC | $6,000 | +100.0% | 750 | +400.0% | 0.00% | 0.0% | |
NFG | NATIONAL FUEL GAS CO | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
XT | ISHARES TRexponential tech | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
FXI | ISHARES TRchina lg-cap etf | $3,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% | |
ILCB | ISHARES TRmorningstr us eq | $3,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
DBA | INVESCO DB MULTI-SECTOR COMMagriculture fd | $3,000 | +50.0% | 119 | 0.0% | 0.00% | – | |
KBWB | INVESCO EXCH TRADED FD TR IIkbw bk etf | $6,000 | -14.3% | 100 | 0.0% | 0.00% | 0.0% | |
PSLV | SPROTT PHYSICAL SILVER TRtr unit | $4,000 | +33.3% | 400 | 0.0% | 0.00% | 0.0% | |
XRAY | DENTSPLY SIRONA INC | $3,000 | -25.0% | 70 | 0.0% | 0.00% | 0.0% | |
NMFC | NEW MTN FIN CORP | $6,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% | |
IXUS | ISHARES TRcore msci total | $5,000 | -16.7% | 78 | 0.0% | 0.00% | 0.0% | |
NEE | Buy | NEXTERA ENERGY INC | $6,000 | 0.0% | 69 | +1.5% | 0.00% | 0.0% |
RJI | New | SWEDISH EXPT CR CORProg ttl etn 22 | $7,000 | – | 800 | +100.0% | 0.00% | – |
New | CONSTELLATION ENERGY CORP | $5,000 | – | 83 | +100.0% | 0.00% | – | |
NDAC | NIGHTDRAGON ACQUISITION CORP | $3,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
LAZY | LAZYDAYS HLDGS INC | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
PGR | PROGRESSIVE CORP | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
DBC | INVESCO DB COMMDY INDX TRCKunit | $3,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% | |
TDOC | TELADOC HEALTH INC | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
NOK | NOKIA CORPsponsored adr | $6,000 | -14.3% | 1,118 | 0.0% | 0.00% | 0.0% | |
CLF | CLEVELAND-CLIFFS INC NEW | $3,000 | +50.0% | 90 | 0.0% | 0.00% | – | |
CLFD | CLEARFIELD INC | $7,000 | -22.2% | 110 | 0.0% | 0.00% | -50.0% | |
TXT | TEXTRON INC | $7,000 | -12.5% | 100 | 0.0% | 0.00% | -50.0% | |
TRI | THOMSON REUTERS CORP. | $7,000 | -12.5% | 65 | 0.0% | 0.00% | -50.0% | |
ROM | Buy | PROSHARES TR | $7,000 | -22.2% | 140 | +100.0% | 0.00% | -50.0% |
CHD | CHURCH & DWIGHT CO INC | $7,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
LSCC | LATTICE SEMICONDUCTOR CORP | $3,000 | -25.0% | 50 | 0.0% | 0.00% | 0.0% | |
PRU | PRUDENTIAL FINL INC | $7,000 | +16.7% | 60 | 0.0% | 0.00% | 0.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $4,000 | -20.0% | 7 | 0.0% | 0.00% | 0.0% | |
TTEC | TTEC HLDGS INC | $7,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
IIVI | II-VI INC | $4,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% | |
Sell | KYNDRYL HLDGS INC | $5,000 | -44.4% | 367 | -28.5% | 0.00% | -50.0% | |
UI | UBIQUITI INC | $7,000 | -12.5% | 25 | 0.0% | 0.00% | -50.0% | |
EFV | ISHARES TReafe value etf | $4,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
UL | UNILEVER PLCspon adr new | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
MAG | MAG SILVER CORP | $6,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
INFN | INFINERA CORP | $6,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% | |
RCL | ROYAL CARIBBEAN GROUP | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
CALX | CALIX INC | $3,000 | -40.0% | 65 | 0.0% | 0.00% | 0.0% | |
IEO | ISHARES TRus oil gs ex etf | $4,000 | +33.3% | 45 | 0.0% | 0.00% | 0.0% | |
U | New | UNITY SOFTWARE INC | $5,000 | – | 50 | +100.0% | 0.00% | – |
MMC | MARSH & MCLENNAN COS INC | $5,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
GLBE | GLOBAL E ONLINE LTD | $3,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
OIH | VANECK ETF TRUSToil services etf | $6,000 | +50.0% | 20 | 0.0% | 0.00% | 0.0% | |
LOGC | LOGICBIO THERAPEUTICS INC | $1,000 | -75.0% | 1,700 | 0.0% | 0.00% | -100.0% | |
MARKFORGED HOLDING CORPORATI | $1,000 | 0.0% | 240 | 0.0% | 0.00% | – | ||
TREE | LENDINGTREE INC NEW | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
MED | MEDIFAST INC | $1,000 | -50.0% | 8 | 0.0% | 0.00% | – | |
KLDO | KALEIDO BIOSCIENCES INC | $1,000 | 0.0% | 625 | 0.0% | 0.00% | – | |
SHYG | ISHARES TR0-5yr hi yl cp | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
NOV | NOV INC | $2,000 | 0.0% | 125 | 0.0% | 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% | – | |
IETC | ISHARES U S ETF TRtechnology | $0 | – | 8 | 0.0% | 0.00% | – | |
PIO | Exit | INVESCO EXCH TRADED FD TR IIglobal water | $0 | – | -5 | -100.0% | 0.00% | – |
DNOW | NOW INC | $0 | – | 31 | 0.0% | 0.00% | – | |
IHI | ISHARES TRu.s. med dvc etf | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
NTNX | NUTANIX INCcl a | $2,000 | -33.3% | 80 | 0.0% | 0.00% | -100.0% | |
JPS | NUVEEN PFD & INCM SECURTIES | $0 | – | 16 | 0.0% | 0.00% | – | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 9 | 0.0% | 0.00% | – | |
OTRK | ONTRAK INC | $0 | -100.0% | 103 | 0.0% | 0.00% | – | |
PJT | PJT PARTNERS INC | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
IYG | ISHARES TRu.s. fin svc etf | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
PASG | PASSAGE BIO INC | $0 | -100.0% | 150 | 0.0% | 0.00% | – | |
IYR | ISHARES TRu.s. real es etf | $1,000 | 0.0% | 7 | 0.0% | 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% | – | |
TLT | ISHARES TR20 yr tr bd etf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
PIPR | PIPER SANDLER COMPANIES | $1,000 | -50.0% | 10 | 0.0% | 0.00% | – | |
PLRX | PLIANT THERAPEUTICS INC | $1,000 | -50.0% | 160 | 0.0% | 0.00% | – | |
PSPCU | POST HOLDINGS PARTNERING CORunit 99/99/9999 | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
DTIL | PRECISION BIOSCIENCES INC | $1,000 | -66.7% | 450 | 0.0% | 0.00% | -100.0% | |
SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | 2 | 0.0% | 0.00% | – | |
INTT | INTEST CORP | $2,000 | -33.3% | 210 | 0.0% | 0.00% | -100.0% | |
PRLB | PROTO LABS INC | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
QRVO | QORVO INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
New | QUANERGY SYSTEMS INC | $1,000 | – | 400 | +100.0% | 0.00% | – | |
QS | QUANTUMSCAPE CORP | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
INDI | INDIE SEMICONDUCTOR INC | $2,000 | -50.0% | 300 | 0.0% | 0.00% | -100.0% | |
HOOK | HOOKIPA PHARMA INC | $0 | – | 180 | 0.0% | 0.00% | – | |
FIXX | HOMOLOGY MEDICINES INC | $1,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
RS | RELIANCE STEEL & ALUMINUM CO | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
HPE | New | HEWLETT PACKARD ENTERPRISE C | $0 | – | 2 | +100.0% | 0.00% | – |
HRTX | HERON THERAPEUTICS INC | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
GRWG | GROWGENERATION CORP | $0 | -100.0% | 50 | 0.0% | 0.00% | – | |
GOSS | GOSSAMER BIO INC | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
GPRO | GOPRO INCcl a | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
SLYG | SPDR SER TRs&p 600 smcp grw | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
GTX | GARRETT MOTION INC | $0 | – | 44 | 0.0% | 0.00% | – | |
FTNT | New | FORTINET INC | $0 | – | 1 | +100.0% | 0.00% | – |
XSD | SPDR SER TRs&p semicndctr | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
FSLR | Buy | FIRST SOLAR INC | $1,000 | 0.0% | 16 | +14.3% | 0.00% | – |
SDGR | SCHRODINGER INC | $2,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
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% | – | |
ERII | ENERGY RECOVERY INC | $2,000 | -33.3% | 118 | 0.0% | 0.00% | -100.0% | |
EBS | EMERGENT BIOSOLUTIONS INC | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
SOLO | ELECTRAMECCANICA VEHS CORP | $1,000 | 0.0% | 350 | 0.0% | 0.00% | – | |
EDIT | EDITAS MEDICINE INC | $2,000 | 0.0% | 91 | 0.0% | 0.00% | – | |
JETS | ETF SER SOLUTIONSus glb jets | $0 | – | 3 | 0.0% | 0.00% | – | |
EQRX INC | $2,000 | -33.3% | 500 | 0.0% | 0.00% | -100.0% | ||
SHAPEWAYS HOLDINGS INC | $1,000 | 0.0% | 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 | 0.0% | 150 | 0.0% | 0.00% | – | |
SLDB | New | SOLID BIOSCIENCES INC | $2,000 | – | 2,000 | +100.0% | 0.00% | – |
SONO | SONOS INC | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
SRNE | SORRENTO THERAPEUTICS INC | $1,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
DEO | DIAGEO PLCspon adr new | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
DM | DESKTOP METAL INC | $2,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
LUV | SOUTHWEST AIRLS CO | $0 | – | 3 | 0.0% | 0.00% | – | |
SPRO | SPERO THERAPEUTICS INC | $2,000 | -33.3% | 200 | 0.0% | 0.00% | -100.0% | |
SAVE | SPIRIT AIRLS INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
DELL | DELL TECHNOLOGIES INCcl c | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
CVET | COVETRUS INC | $1,000 | -50.0% | 80 | 0.0% | 0.00% | – | |
CPNG | COUPANG INCcl a | $2,000 | -50.0% | 120 | 0.0% | 0.00% | -100.0% | |
CND | CONCORD ACQUISITION CORP | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
CDAK | CODIAK BIOSCIENCES INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | – | 97 | 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% | – | |
CRUS | CIRRUS LOGIC INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
CIPHER MINING INC | $0 | – | 100 | 0.0% | 0.00% | – | ||
CHWY | CHEWY INCcl a | $0 | -100.0% | 11 | 0.0% | 0.00% | – | |
CC | CHEMOURS CO | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
CHPT | CHARGEPOINT HOLDINGS INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
UBER | UBER TECHNOLOGIES INC | $2,000 | -33.3% | 60 | 0.0% | 0.00% | -100.0% | |
CCL | CARNIVAL CORP | $1,000 | 0.0% | 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% | – | |
UNIT | UNITI GROUP INC | $0 | – | 5 | 0.0% | 0.00% | – | |
UPST | UPSTART HLDGS INC | $2,000 | -33.3% | 20 | 0.0% | 0.00% | -100.0% | |
BHF | BRIGHTHOUSE FINL INC | $0 | – | 6 | 0.0% | 0.00% | – | |
BOXED INC | $1,000 | 0.0% | 100 | 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% | – | |
BDTX | BLACK DIAMOND THERAPEUTICS I | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
BTAI | BIOXCEL THERAPEUTICS INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
BIGC | BIGCOMMERCE HLDGS INC | $2,000 | -33.3% | 75 | 0.0% | 0.00% | -100.0% | |
New | VELO3D INC | $2,000 | – | 240 | +100.0% | 0.00% | – | |
BZUN | BAOZUN INCsponsored adr | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
RNA | AVIDITY BIOSCIENCES INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
AURORA INNOVATION INC*w exp 11/03/202 | $0 | – | 28 | 0.0% | 0.00% | – | ||
AURORA INNOVATION INC | $1,000 | -66.7% | 225 | 0.0% | 0.00% | -100.0% | ||
ACB | AURORA CANNABIS INC | $0 | – | 4 | 0.0% | 0.00% | – | |
VIAV | VIAVI SOLUTIONS INC | $0 | – | 12 | 0.0% | 0.00% | – | |
AMYT | AMRYT PHARMA PLCsponsored ads | $0 | – | 4 | 0.0% | 0.00% | – | |
VMW | VMWARE INC | $0 | – | 4 | 0.0% | 0.00% | – | |
VNT | VONTIER CORPORATION | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | – | 10 | 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 | $1,000 | -50.0% | 568 | 0.0% | 0.00% | – | |
ALK | ALASKA AIR GROUP INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
AKUS | AKOUOS INC | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
WW | WW INTL INC | $2,000 | -33.3% | 200 | 0.0% | 0.00% | -100.0% | |
ASIX | ADVANSIX INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
MSOS | ADVISORSHARES TRpure us cannabis | $0 | – | 1 | 0.0% | 0.00% | – | |
New | ZIMVIE INC | $0 | – | 1 | +100.0% | 0.00% | – | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $1,000 | -50.0% | 60 | 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% | – | |
ACU | ACME UTD CORP | $2,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
CATALYST PARTNRS ACQUISITN C*w exp 05/12/202 | $0 | – | 80 | 0.0% | 0.00% | – | ||
NVT | NVENT ELECTRIC PLC | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
PRSRW | PROSPECTOR CAPITAL CORP*w exp 01/11/202 | $0 | – | 133 | 0.0% | 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% | – | ||
TRINSEO PLC | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – | ||
EQOS | EQONEX LIMITED | $1,000 | – | 250 | 0.0% | 0.00% | – | |
RIDE | Exit | LORDSTOWN MOTORS CORP | $0 | – | -300 | -100.0% | 0.00% | – |
VERO | Exit | VENUS CONCEPT INC | $0 | – | -15 | -100.0% | 0.00% | – |
LAZR | Exit | LUMINAR TECHNOLOGIES INC | $0 | – | -100 | -100.0% | 0.00% | – |
LYRA | LYRA THERAPEUTICS INC | $2,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
MTB | M & T BK CORP | $2,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
LUCID GROUP INC | $2,000 | -33.3% | 90 | 0.0% | 0.00% | -100.0% | ||
MANDIANT INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | ||
LIVEONE INC | $0 | -100.0% | 500 | 0.0% | 0.00% | – | ||
FVRR | Sell | FIVERR INTL LTD | $2,000 | -90.0% | 30 | -83.3% | 0.00% | -100.0% |
NXPI | NXP SEMICONDUCTORS N V | $1,000 | -50.0% | 7 | 0.0% | 0.00% | – | |
PLUG | Exit | PLUG POWER INC | $0 | – | -200 | -100.0% | -0.00% | – |
NKTR | Exit | NEKTAR THERAPEUTICS | $0 | – | -300 | -100.0% | -0.00% | – |
PLL | Exit | PIEDMONT LITHIUM INC | $0 | – | -100 | -100.0% | -0.00% | – |
ITCI | Exit | INTRA-CELLULAR THERAPIES INC | $0 | – | -150 | -100.0% | -0.00% | – |
FATE | Exit | FATE THERAPEUTICS INC | $0 | – | -170 | -100.0% | -0.00% | – |
BX | Exit | BLACKSTONE INC | $0 | – | -274 | -100.0% | -0.01% | – |
XLNX | Exit | XILINX INC | $0 | – | -165 | -100.0% | -0.01% | – |
RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -942 | -100.0% | -0.01% | – |
USFR | Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -23,490 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-02
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)
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