$414 Million is the total value of Laurel Wealth Advisors LLC's 626 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 17.6% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $21,270,000 | -10.8% | 148,257 | +0.9% | 5.14% | +2.7% |
AAPL | Sell | APPLE INC | $19,406,000 | -21.7% | 141,939 | -0.0% | 4.69% | -10.0% |
MSFT | Buy | MICROSOFT CORP | $15,410,000 | -14.9% | 59,999 | +2.2% | 3.72% | -2.1% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $12,269,000 | -22.7% | 3,000 | 0.0% | 2.97% | -11.0% | |
TFLO | Buy | ISHARES TRtrs flt rt bd | $11,714,000 | +6.1% | 232,429 | +6.0% | 2.83% | +22.1% |
JNJ | Buy | JOHNSON & JOHNSON | $9,679,000 | +0.8% | 54,526 | +0.6% | 2.34% | +16.0% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $9,053,000 | -18.6% | 4,154 | +3.9% | 2.19% | -6.3% |
SPY | Buy | SPDR S&P 500 ETF TRcall | $8,569,000 | -6.5% | 22,715 | +11.9% | 2.07% | +7.5% |
DUK | Buy | DUKE ENERGY CORP NEW | $8,410,000 | -1.7% | 78,446 | +2.4% | 2.03% | +13.1% |
HD | Buy | HOME DEPOT INC | $8,144,000 | -8.2% | 29,695 | +0.2% | 1.97% | +5.7% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $7,784,000 | -10.3% | 24,673 | +1.6% | 1.88% | +3.2% |
SGOV | Buy | ISHARES TR0-3 mnth treasry | $7,763,000 | +12.1% | 77,534 | +12.0% | 1.88% | +28.9% |
IJR | Buy | ISHARES TRcore s&p scp etf | $7,530,000 | -12.0% | 81,480 | +2.7% | 1.82% | +1.2% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $7,469,000 | -27.2% | 19,800 | -12.8% | 1.80% | -16.3% |
JPM | Buy | JPMORGAN CHASE & CO | $6,937,000 | -12.2% | 61,605 | +6.3% | 1.68% | +1.0% |
LLY | Sell | LILLY ELI & CO | $6,825,000 | +12.5% | 21,051 | -0.6% | 1.65% | +29.5% |
BAC | Buy | BK OF AMERICA CORP | $6,820,000 | -21.3% | 219,084 | +4.3% | 1.65% | -9.4% |
AMGN | Buy | AMGEN INC | $6,210,000 | +1.1% | 25,526 | +0.5% | 1.50% | +16.3% |
PG | Buy | PROCTER AND GAMBLE CO | $6,024,000 | -5.9% | 41,896 | +0.0% | 1.46% | +8.3% |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $5,432,000 | -58.2% | 108,380 | -57.3% | 1.31% | -51.9% |
AMZN | Buy | AMAZON COM INC | $5,412,000 | -27.4% | 50,958 | +2128.2% | 1.31% | -16.5% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,004,000 | -23.0% | 22,451 | -0.6% | 1.21% | -11.4% |
WMT | Buy | WALMART INC | $5,006,000 | -17.4% | 41,172 | +1.2% | 1.21% | -5.0% |
MCD | Sell | MCDONALDS CORP | $4,797,000 | -0.4% | 19,432 | -0.2% | 1.16% | +14.6% |
ABT | Buy | ABBOTT LABS | $4,772,000 | -7.5% | 43,921 | +0.7% | 1.15% | +6.5% |
KO | Buy | COCA COLA CO | $4,752,000 | +4.1% | 75,537 | +2.6% | 1.15% | +19.8% |
ABBV | Buy | ABBVIE INC | $4,709,000 | -3.1% | 30,748 | +2.6% | 1.14% | +11.5% |
DG | Buy | DOLLAR GEN CORP NEW | $4,709,000 | +24.9% | 19,187 | +13.3% | 1.14% | +43.7% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,659,000 | -25.7% | 17,063 | -4.0% | 1.13% | -14.6% |
PEP | Buy | PEPSICO INC | $4,236,000 | +0.2% | 25,417 | +0.7% | 1.02% | +15.3% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $4,234,000 | -4.5% | 23,196 | +12.2% | 1.02% | +9.9% |
ENB | Buy | ENBRIDGE INC | $4,107,000 | -1.4% | 97,174 | +7.5% | 0.99% | +13.5% |
CSCO | Buy | CISCO SYS INC | $3,845,000 | -12.5% | 90,169 | +14.4% | 0.93% | +0.7% |
NKE | Sell | NIKE INCcl b | $3,649,000 | -24.4% | 35,706 | -0.5% | 0.88% | -13.1% |
EFA | Sell | ISHARES TRmsci eafe etf | $3,534,000 | -16.7% | 56,547 | -2.0% | 0.85% | -4.3% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $3,391,000 | -8.3% | 16,147 | -0.6% | 0.82% | +5.5% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $3,310,000 | +1.1% | 65,231 | +1.5% | 0.80% | +16.3% |
SO | Buy | SOUTHERN CO | $3,285,000 | +1.4% | 46,070 | +3.1% | 0.79% | +16.6% |
CVX | Buy | CHEVRON CORP NEW | $3,238,000 | -6.0% | 22,368 | +5.7% | 0.78% | +8.1% |
DIS | Sell | DISNEY WALT CO | $3,090,000 | -42.4% | 32,732 | -16.3% | 0.75% | -33.7% |
HON | Buy | HONEYWELL INTL INC | $2,946,000 | -8.8% | 16,950 | +2.0% | 0.71% | +4.9% |
CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $2,914,000 | -18.3% | 72,413 | +7.8% | 0.70% | -6.1% |
IBDO | Buy | ISHARES TRibonds dec23 etf | $2,844,000 | +26.6% | 113,370 | +27.6% | 0.69% | +45.6% |
NVDA | Buy | NVIDIA CORPORATION | $2,827,000 | -11.5% | 18,650 | +59.4% | 0.68% | +1.8% |
XLF | Buy | SELECT SECTOR SPDR TRfinancial | $2,806,000 | -8.2% | 89,206 | +11.9% | 0.68% | +5.6% |
MMM | Buy | 3M CO | $2,758,000 | -5.1% | 21,309 | +9.1% | 0.67% | +9.2% |
BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $2,733,000 | +2.9% | 131,779 | +4.6% | 0.66% | +18.5% |
GOOG | ALPHABET INCcap stk cl c | $2,685,000 | -21.7% | 1,227 | 0.0% | 0.65% | -9.9% | |
TFC | Sell | TRUIST FINL CORP | $2,672,000 | -18.1% | 56,343 | -2.1% | 0.65% | -5.7% |
BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $2,604,000 | +4.7% | 122,865 | +5.0% | 0.63% | +20.3% |
IBDN | Buy | ISHARES TRibonds dec22 etf | $2,589,000 | +11.6% | 103,530 | +11.8% | 0.63% | +28.5% |
BDX | Buy | BECTON DICKINSON & CO | $2,586,000 | -7.1% | 10,488 | +0.2% | 0.62% | +6.8% |
BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $2,462,000 | +4.5% | 120,435 | +6.9% | 0.60% | +20.2% |
CRM | Sell | SALESFORCE INC | $2,458,000 | -23.2% | 14,894 | -1.2% | 0.59% | -11.6% |
IWM | Buy | ISHARES TRrussell 2000 etf | $2,440,000 | -17.1% | 14,410 | +0.5% | 0.59% | -4.7% |
IBDQ | Buy | ISHARES TRibonds dec25 etf | $2,427,000 | +3.5% | 98,265 | +5.8% | 0.59% | +19.1% |
UNP | Sell | UNION PAC CORP | $2,358,000 | -22.2% | 11,054 | -0.4% | 0.57% | -10.5% |
IBDP | Buy | ISHARES TRibonds dec24 etf | $2,348,000 | +32.4% | 94,880 | +34.4% | 0.57% | +52.3% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $2,247,000 | -2.1% | 23,379 | +0.9% | 0.54% | +12.7% |
FB | Buy | META PLATFORMS INCcl a | $2,240,000 | -14.2% | 13,893 | +18.3% | 0.54% | -1.5% |
IBDR | Buy | ISHARES TRibonds dec2026 | $2,230,000 | -1.2% | 93,730 | +2.4% | 0.54% | +13.7% |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $2,196,000 | -3.9% | 30,419 | +1.1% | 0.53% | +10.6% |
MUB | Sell | ISHARES TRnational mun etf | $2,080,000 | -40.7% | 19,553 | -38.9% | 0.50% | -31.8% |
XOM | Sell | EXXON MOBIL CORP | $1,941,000 | +2.5% | 22,659 | -1.2% | 0.47% | +17.8% |
IEFA | Buy | ISHARES TRcore msci eafe | $1,848,000 | +2.6% | 31,407 | +21.2% | 0.45% | +18.3% |
TJX | Sell | TJX COS INC NEW | $1,802,000 | -8.2% | 32,256 | -0.4% | 0.44% | +5.8% |
BSCR | Sell | INVESCO EXCH TRD SLF IDX FD | $1,730,000 | -8.0% | 89,336 | -4.0% | 0.42% | +5.8% |
BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $1,689,000 | +0.3% | 87,650 | +3.9% | 0.41% | +15.3% |
DVY | Buy | ISHARES TRselect divid etf | $1,658,000 | -8.1% | 14,089 | +0.0% | 0.40% | +5.8% |
GLD | Sell | SPDR GOLD TR | $1,613,000 | -9.6% | 9,573 | -3.0% | 0.39% | +4.0% |
ATRI | ATRION CORP | $1,499,000 | -11.8% | 2,383 | 0.0% | 0.36% | +1.4% | |
IVV | Buy | ISHARES TRcore s&p500 etf | $1,494,000 | -13.5% | 3,941 | +3.4% | 0.36% | -0.6% |
CL | Sell | COLGATE PALMOLIVE CO | $1,352,000 | +4.7% | 16,869 | -0.9% | 0.33% | +20.7% |
NFLX | Buy | NETFLIX INC | $1,302,000 | -2.2% | 7,447 | +109.7% | 0.32% | +12.5% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,290,000 | -12.8% | 10,147 | +9.1% | 0.31% | +0.3% |
XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $1,239,000 | -6.8% | 17,665 | -1.0% | 0.30% | +7.5% |
SSB | SOUTHSTATE CORPORATION | $1,232,000 | -5.4% | 15,963 | 0.0% | 0.30% | +8.8% | |
IBDS | Sell | ISHARES TRibonds 27 etf | $1,200,000 | -6.2% | 50,270 | -2.0% | 0.29% | +7.8% |
VOO | Buy | VANGUARD INDEX FDS | $1,176,000 | -10.7% | 3,391 | +6.9% | 0.28% | +2.5% |
Buy | WISDOMTREE TRfloatng rat trea | $1,142,000 | +86.6% | 22,700 | +86.4% | 0.28% | +114.0% | |
PAVE | Sell | GLOBAL X FDSus infr dev etf | $1,068,000 | -21.9% | 46,888 | -3.0% | 0.26% | -10.1% |
IYW | Buy | ISHARES TRu.s. tech etf | $1,051,000 | -15.7% | 13,146 | +8.7% | 0.25% | -3.1% |
COP | Buy | CONOCOPHILLIPS | $1,028,000 | -9.0% | 11,450 | +1.3% | 0.25% | +4.6% |
BLK | Buy | BLACKROCK INC | $997,000 | -17.3% | 1,637 | +3.8% | 0.24% | -4.7% |
WFC | Buy | WELLS FARGO CO NEW | $947,000 | -19.0% | 24,176 | +0.2% | 0.23% | -6.9% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $945,000 | +6.2% | 6,696 | -2.2% | 0.23% | +21.9% |
IWF | ISHARES TRrus 1000 grw etf | $914,000 | -21.2% | 4,180 | 0.0% | 0.22% | -9.4% | |
PFE | PFIZER INC | $906,000 | +1.2% | 17,289 | 0.0% | 0.22% | +16.5% | |
CCI | CROWN CASTLE INTL CORP NEW | $907,000 | -8.8% | 5,385 | 0.0% | 0.22% | +4.8% | |
IQV | IQVIA HLDGS INC | $908,000 | -6.2% | 4,185 | 0.0% | 0.22% | +7.9% | |
VEA | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $898,000 | -15.0% | 22,000 | 0.0% | 0.22% | -2.3% | |
LOW | Buy | LOWES COS INC | $806,000 | -10.6% | 4,614 | +3.4% | 0.20% | +2.6% |
IVE | Sell | ISHARES TRs&p 500 val etf | $799,000 | -11.8% | 5,811 | -0.2% | 0.19% | +1.6% |
AXP | AMERICAN EXPRESS CO | $800,000 | -25.9% | 5,769 | 0.0% | 0.19% | -15.0% | |
IJH | Buy | ISHARES TRcore s&p mcp etf | $778,000 | -15.6% | 3,440 | +0.1% | 0.19% | -3.1% |
TIP | Sell | ISHARES TRtips bd etf | $752,000 | -19.8% | 6,605 | -12.3% | 0.18% | -7.6% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $750,000 | -3.7% | 10,489 | +2.9% | 0.18% | +10.4% |
FITB | FIFTH THIRD BANCORP | $749,000 | -22.0% | 22,298 | 0.0% | 0.18% | -10.4% | |
XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $745,000 | -16.3% | 10,125 | +0.3% | 0.18% | -3.7% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $702,000 | -17.5% | 11,018 | +0.1% | 0.17% | -5.0% |
PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $685,000 | -13.3% | 4,622 | 0.0% | 0.17% | 0.0% | |
AZO | Sell | AUTOZONE INC | $651,000 | -1.1% | 303 | -5.9% | 0.16% | +13.8% |
COST | COSTCO WHSL CORP NEW | $625,000 | -16.8% | 1,304 | 0.0% | 0.15% | -4.4% | |
ORCL | ORACLE CORP | $623,000 | -15.5% | 8,911 | 0.0% | 0.15% | -2.6% | |
IYJ | Buy | ISHARES TRus industrials | $603,000 | -13.5% | 6,840 | +3.5% | 0.15% | 0.0% |
PFF | Sell | ISHARES TRpfd and incm sec | $592,000 | -70.8% | 17,990 | -67.6% | 0.14% | -66.4% |
HSIC | HENRY SCHEIN INC | $589,000 | -12.0% | 7,675 | 0.0% | 0.14% | +0.7% | |
BMY | BRISTOL-MYERS SQUIBB CO | $553,000 | +5.5% | 7,180 | 0.0% | 0.13% | +21.8% | |
IYH | Buy | ISHARES TRus hlthcare etf | $544,000 | +5.6% | 2,024 | +13.5% | 0.13% | +21.3% |
NSC | NORFOLK SOUTHN CORP | $536,000 | -20.4% | 2,360 | 0.0% | 0.13% | -7.8% | |
XME | Buy | SPDR SER TRs&p metals mng | $539,000 | -28.0% | 12,420 | +1.6% | 0.13% | -17.2% |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $507,000 | -43.5% | 5,564 | -32.8% | 0.12% | -34.6% |
BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $494,000 | +31.4% | 23,600 | +32.6% | 0.12% | +50.6% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $469,000 | -15.2% | 3,411 | +14.0% | 0.11% | -2.6% |
ICLN | Sell | ISHARES TRgl clean ene etf | $461,000 | -27.7% | 24,200 | -18.4% | 0.11% | -17.2% |
SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $460,000 | -9.4% | 12,480 | +2.5% | 0.11% | +3.7% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $449,000 | -48.4% | 4,081 | -43.3% | 0.11% | -40.4% |
T | Buy | AT&T INC | $445,000 | +18.7% | 21,211 | +33.8% | 0.11% | +36.7% |
IWO | Sell | ISHARES TRrus 2000 grw etf | $426,000 | -19.9% | 2,067 | -0.7% | 0.10% | -8.0% |
MRK | MERCK & CO INC | $423,000 | +11.0% | 4,643 | 0.0% | 0.10% | +27.5% | |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $418,000 | -15.4% | 9,356 | +2.0% | 0.10% | -2.9% |
CARR | Sell | CARRIER GLOBAL CORPORATION | $404,000 | -25.9% | 11,343 | -4.5% | 0.10% | -14.8% |
RGA | REINSURANCE GRP OF AMERICA I | $403,000 | +7.2% | 3,435 | 0.0% | 0.10% | +22.8% | |
FLOT | Buy | ISHARES TRfltg rate nt etf | $399,000 | +39.5% | 8,000 | +41.5% | 0.10% | +60.0% |
PYPL | Sell | PAYPAL HLDGS INC | $393,000 | -74.6% | 5,628 | -58.0% | 0.10% | -70.9% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $389,000 | -20.1% | 6,440 | +0.9% | 0.09% | -7.8% |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $383,000 | -6.6% | 2,990 | 0.0% | 0.09% | +8.1% | |
EZM | Sell | WISDOMTREE TRus midcap fund | $381,000 | -16.8% | 8,284 | -1.2% | 0.09% | -4.2% |
USB | US BANCORP DEL | $371,000 | -13.5% | 8,071 | 0.0% | 0.09% | 0.0% | |
EEM | Buy | ISHARES TRmsci emg mkt etf | $365,000 | -7.6% | 9,095 | +4.0% | 0.09% | +6.0% |
TFI | Sell | SPDR SER TRnuveen blmbrg mu | $363,000 | -74.1% | 7,920 | -72.9% | 0.09% | -70.1% |
RY | ROYAL BK CDA | $339,000 | -12.2% | 3,503 | 0.0% | 0.08% | +1.2% | |
INTC | Sell | INTEL CORP | $317,000 | -25.4% | 8,481 | -1.2% | 0.08% | -13.5% |
VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $312,000 | -30.8% | 6,054 | -19.9% | 0.08% | -21.1% |
XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $311,000 | -13.6% | 7,619 | +2.3% | 0.08% | -1.3% |
ICF | Buy | ISHARES TRcohen steer reit | $303,000 | -14.2% | 4,989 | +0.2% | 0.07% | -1.4% |
IWX | ISHARES TRrus tp200 vl etf | $284,000 | -11.2% | 4,600 | 0.0% | 0.07% | +3.0% | |
EFG | Buy | ISHARES TReafe grwth etf | $265,000 | -15.3% | 3,288 | +1.0% | 0.06% | -3.0% |
STIP | Sell | ISHARES TR0-5 yr tips etf | $264,000 | -66.7% | 2,603 | -65.5% | 0.06% | -61.7% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $256,000 | -25.1% | 785 | -4.3% | 0.06% | -13.9% |
DOW | DOW INC | $256,000 | -19.0% | 4,965 | 0.0% | 0.06% | -6.1% | |
SNA | SNAP ON INC | $258,000 | -4.1% | 1,308 | 0.0% | 0.06% | +8.8% | |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $254,000 | -13.0% | 8,072 | +1.6% | 0.06% | 0.0% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $250,000 | -9.4% | 3,390 | +1.2% | 0.06% | +3.4% |
MAR | MARRIOTT INTL INC NEWcl a | $245,000 | -22.7% | 1,805 | 0.0% | 0.06% | -11.9% | |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $229,000 | -14.2% | 1,213 | +3.4% | 0.06% | -1.8% |
UNH | UNITEDHEALTH GROUP INC | $228,000 | +0.9% | 443 | 0.0% | 0.06% | +17.0% | |
XLC | Buy | SELECT SECTOR SPDR TR | $227,000 | -16.2% | 4,192 | +6.3% | 0.06% | -3.5% |
V | Sell | VISA INC | $215,000 | -21.5% | 1,092 | -11.6% | 0.05% | -10.3% |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $215,000 | -15.0% | 2,461 | 0.0% | 0.05% | -1.9% | |
OTIS | Sell | OTIS WORLDWIDE CORP | $215,000 | -9.3% | 3,047 | -1.1% | 0.05% | +4.0% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $215,000 | -22.7% | 767 | +0.1% | 0.05% | -10.3% |
VDE | VANGUARD WORLD FDSenergy etf | $209,000 | -7.1% | 2,100 | 0.0% | 0.05% | +8.5% | |
DE | DEERE & CO | $208,000 | -27.8% | 694 | 0.0% | 0.05% | -18.0% | |
GPC | GENUINE PARTS CO | $204,000 | +5.7% | 1,531 | 0.0% | 0.05% | +19.5% | |
D | DOMINION ENERGY INC | $200,000 | -6.1% | 2,508 | 0.0% | 0.05% | +6.7% | |
IWN | ISHARES TRrus 2000 val etf | $193,000 | -15.7% | 1,419 | 0.0% | 0.05% | -2.1% | |
YUM | YUM BRANDS INC | $196,000 | -4.4% | 1,730 | 0.0% | 0.05% | +9.3% | |
SLB | Buy | SCHLUMBERGER LTD | $193,000 | -11.9% | 5,405 | +1.9% | 0.05% | +2.2% |
PSX | Buy | PHILLIPS 66 | $186,000 | +12.0% | 2,266 | +18.0% | 0.04% | +28.6% |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $185,000 | +1221.4% | 3,533 | +1543.3% | 0.04% | +1400.0% |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $186,000 | -15.5% | 449 | 0.0% | 0.04% | -2.2% | |
IJJ | ISHARES TRs&p mc 400vl etf | $180,000 | -13.9% | 1,902 | 0.0% | 0.04% | 0.0% | |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $183,000 | +1.1% | 1,395 | +27.4% | 0.04% | +15.8% |
PM | PHILIP MORRIS INTL INC | $176,000 | +5.4% | 1,781 | 0.0% | 0.04% | +22.9% | |
NVO | NOVO-NORDISK A Sadr | $179,000 | +0.6% | 1,605 | 0.0% | 0.04% | +16.2% | |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $175,000 | -17.8% | 4,490 | 0.0% | 0.04% | -6.7% | |
SYY | SYSCO CORP | $169,000 | +3.7% | 2,000 | 0.0% | 0.04% | +20.6% | |
ITW | ILLINOIS TOOL WKS INC | $168,000 | -13.0% | 921 | 0.0% | 0.04% | 0.0% | |
VIS | Sell | VANGUARD WORLD FDSindustrial etf | $170,000 | -17.9% | 1,038 | -2.4% | 0.04% | -4.7% |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $171,000 | +4.3% | 1,505 | 0.0% | 0.04% | +20.6% | |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $170,000 | -4.5% | 2,193 | +1.2% | 0.04% | +10.8% |
IYY | ISHARES TRdow jones us etf | $169,000 | -17.2% | 1,828 | 0.0% | 0.04% | -4.7% | |
RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $164,000 | -33.6% | 695 | -18.7% | 0.04% | -23.1% |
PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $154,000 | -27.0% | 1,007 | -13.0% | 0.04% | -15.9% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $151,000 | -8.5% | 4,335 | +1.3% | 0.04% | +5.7% |
IGE | Buy | ISHARES TRnorth amern nat | $151,000 | -10.7% | 4,193 | +0.3% | 0.04% | +2.8% |
DD | Sell | DUPONT DE NEMOURS INC | $148,000 | -32.1% | 2,666 | -10.1% | 0.04% | -21.7% |
SBUX | Sell | STARBUCKS CORP | $149,000 | -17.7% | 1,950 | -1.9% | 0.04% | -5.3% |
NOC | NORTHROP GRUMMAN CORP | $150,000 | +7.1% | 313 | 0.0% | 0.04% | +24.1% | |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $148,000 | -13.5% | 2,750 | -3.5% | 0.04% | 0.0% |
WDFC | WD 40 CO | $139,000 | +10.3% | 690 | 0.0% | 0.03% | +30.8% | |
LULU | Sell | LULULEMON ATHLETICA INC | $141,000 | -26.9% | 518 | -1.9% | 0.03% | -17.1% |
SLQD | Sell | ISHARES TR0-5yr invt gr cp | $136,000 | -49.3% | 2,800 | -48.3% | 0.03% | -41.1% |
MBB | Sell | ISHARES TRmbs etf | $135,000 | -76.4% | 1,380 | -75.4% | 0.03% | -72.5% |
BSV | VANGUARD BD INDEX FDSshort trm bond | $133,000 | -1.5% | 1,731 | 0.0% | 0.03% | +14.3% | |
VDC | VANGUARD WORLD FDSconsum stp etf | $132,000 | -5.0% | 711 | 0.0% | 0.03% | +10.3% | |
IWR | ISHARES TRrus mid cap etf | $130,000 | -17.2% | 2,016 | 0.0% | 0.03% | -6.1% | |
ILCG | ISHARES TRmorningstar grwt | $130,000 | -23.1% | 2,600 | 0.0% | 0.03% | -13.9% | |
MO | ALTRIA GROUP INC | $130,000 | -19.8% | 3,105 | 0.0% | 0.03% | -8.8% | |
UCBI | UNITED CMNTY BKS BLAIRSVLE G | $123,000 | -13.4% | 4,077 | 0.0% | 0.03% | 0.0% | |
GENERAL ELECTRIC CO | $119,000 | -30.4% | 1,868 | 0.0% | 0.03% | -19.4% | ||
VTV | VANGUARD INDEX FDSvalue etf | $122,000 | -10.9% | 928 | 0.0% | 0.03% | 0.0% | |
CVS | Sell | CVS HEALTH CORP | $119,000 | -26.1% | 1,286 | -18.9% | 0.03% | -14.7% |
QCOM | Buy | QUALCOMM INC | $116,000 | -15.9% | 912 | +1.1% | 0.03% | -3.4% |
GS | GOLDMAN SACHS GROUP INC | $108,000 | -10.0% | 365 | 0.0% | 0.03% | +4.0% | |
PLD | PROLOGIS INC. | $108,000 | -27.0% | 914 | 0.0% | 0.03% | -16.1% | |
DGRW | WISDOMTREE TRus qtly div grt | $104,000 | -10.3% | 1,818 | 0.0% | 0.02% | +4.2% | |
TSLA | Buy | TESLA INC | $102,000 | -35.0% | 151 | +3.4% | 0.02% | -24.2% |
IJS | ISHARES TRsp smcp600vl etf | $105,000 | -13.2% | 1,185 | 0.0% | 0.02% | 0.0% | |
CAT | CATERPILLAR INC | $102,000 | -19.7% | 570 | 0.0% | 0.02% | -7.4% | |
ATO | ATMOS ENERGY CORP | $103,000 | -5.5% | 915 | 0.0% | 0.02% | +8.7% | |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $105,000 | -16.0% | 996 | +0.1% | 0.02% | -3.8% |
LDOS | LEIDOS HOLDINGS INC | $101,000 | -6.5% | 1,000 | 0.0% | 0.02% | +4.3% | |
VPU | VANGUARD WORLD FDSutilities etf | $99,000 | -5.7% | 650 | 0.0% | 0.02% | +9.1% | |
KMB | Sell | KIMBERLY-CLARK CORP | $97,000 | +6.6% | 721 | -2.4% | 0.02% | +21.1% |
FLO | FLOWERS FOODS INC | $97,000 | +3.2% | 3,675 | 0.0% | 0.02% | +15.0% | |
VMC | VULCAN MATLS CO | $95,000 | -22.8% | 672 | 0.0% | 0.02% | -11.5% | |
BAX | BAXTER INTL INC | $97,000 | -17.1% | 1,507 | 0.0% | 0.02% | -8.0% | |
ECL | ECOLAB INC | $90,000 | -12.6% | 585 | 0.0% | 0.02% | 0.0% | |
KMI | KINDER MORGAN INC DEL | $87,000 | -11.2% | 5,202 | 0.0% | 0.02% | 0.0% | |
AMD | ADVANCED MICRO DEVICES INC | $85,000 | -29.8% | 1,110 | 0.0% | 0.02% | -16.0% | |
MKC | MCCORMICK & CO INC | $81,000 | -16.5% | 970 | 0.0% | 0.02% | 0.0% | |
PCAR | PACCAR INC | $81,000 | -5.8% | 979 | 0.0% | 0.02% | +11.1% | |
FDX | FEDEX CORP | $82,000 | -1.2% | 360 | 0.0% | 0.02% | +17.6% | |
IGSB | Buy | ISHARES TR | $84,000 | -1.2% | 1,655 | +0.4% | 0.02% | +11.1% |
LMT | LOCKHEED MARTIN CORP | $77,000 | -2.5% | 180 | 0.0% | 0.02% | +11.8% | |
MDB | Sell | MONGODB INCcl a | $79,000 | -45.5% | 303 | -7.6% | 0.02% | -36.7% |
BKNG | BOOKING HOLDINGS INC | $77,000 | -25.2% | 44 | 0.0% | 0.02% | -13.6% | |
VFH | VANGUARD WORLD FDSfinancials etf | $77,000 | -17.2% | 997 | 0.0% | 0.02% | -5.0% | |
UTG | REAVES UTIL INCOME FD | $78,000 | -9.3% | 2,500 | 0.0% | 0.02% | +5.6% | |
NUE | NUCOR CORP | $80,000 | -29.2% | 762 | 0.0% | 0.02% | -20.8% | |
TSCO | TRACTOR SUPPLY CO | $78,000 | -16.1% | 400 | 0.0% | 0.02% | -5.0% | |
BR | BROADRIDGE FINL SOLUTIONS IN | $77,000 | -9.4% | 543 | 0.0% | 0.02% | +5.6% | |
BFS | SAUL CTRS INC | $80,000 | -11.1% | 1,700 | 0.0% | 0.02% | 0.0% | |
FISV | FISERV INC | $73,000 | -12.0% | 818 | 0.0% | 0.02% | +5.9% | |
ALL | ALLSTATE CORP | $73,000 | -8.8% | 576 | 0.0% | 0.02% | +5.9% | |
LRFC | LOGAN RIDGE FINANCE CORP | $75,000 | -29.9% | 4,729 | 0.0% | 0.02% | -18.2% | |
EWA | Buy | ISHARES INCmsci aust etf | $76,000 | -16.5% | 3,564 | +3.5% | 0.02% | -5.3% |
VO | VANGUARD INDEX FDSmid cap etf | $76,000 | -17.4% | 386 | 0.0% | 0.02% | -5.3% | |
QDEF | FLEXSHARES TRqlt div def idx | $69,000 | -11.5% | 1,377 | 0.0% | 0.02% | +6.2% | |
BK | BANK NEW YORK MELLON CORP | $72,000 | -16.3% | 1,723 | 0.0% | 0.02% | -5.6% | |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $70,000 | -66.2% | 935 | -64.1% | 0.02% | -60.5% |
EPD | ENTERPRISE PRODS PARTNERS L | $65,000 | -5.8% | 2,685 | 0.0% | 0.02% | +14.3% | |
BP | BP PLCsponsored adr | $68,000 | -4.2% | 2,405 | 0.0% | 0.02% | +6.7% | |
DHR | DANAHER CORPORATION | $67,000 | -14.1% | 266 | 0.0% | 0.02% | 0.0% | |
DXCM | Buy | DEXCOM INC | $65,000 | -41.4% | 868 | +300.0% | 0.02% | -30.4% |
FLRN | Buy | SPDR SER TRbloomberg invt | $68,000 | -1.4% | 2,275 | +0.2% | 0.02% | +14.3% |
CMI | CUMMINS INC | $64,000 | -5.9% | 330 | 0.0% | 0.02% | +7.1% | |
AMP | AMERIPRISE FINL INC | $63,000 | -21.2% | 265 | 0.0% | 0.02% | -11.8% | |
SDY | Sell | SPDR SER TRs&p divid etf | $61,000 | -17.6% | 512 | -11.3% | 0.02% | -6.2% |
EXEL | EXELIXIS INC | $62,000 | -8.8% | 3,000 | 0.0% | 0.02% | +7.1% | |
FVD | FIRST TR VALUE LINE DIVID IN | $60,000 | -9.1% | 1,550 | 0.0% | 0.02% | +7.1% | |
AMAT | Sell | APPLIED MATLS INC | $59,000 | -64.2% | 651 | -48.0% | 0.01% | -60.0% |
LNC | LINCOLN NATL CORP IND | $59,000 | -28.0% | 1,256 | 0.0% | 0.01% | -17.6% | |
SLV | Sell | ISHARES SILVER TRishares | $56,000 | -26.3% | 3,000 | -9.1% | 0.01% | -12.5% |
AME | AMETEK INC | $52,000 | -17.5% | 470 | 0.0% | 0.01% | 0.0% | |
LOB | LIVE OAK BANCSHARES INC | $54,000 | -33.3% | 1,600 | 0.0% | 0.01% | -23.5% | |
PPG | PPG INDS INC | $52,000 | -13.3% | 456 | 0.0% | 0.01% | 0.0% | |
BACPRL | BK OF AMERICA CORP7.25%cnv pfd l | $54,000 | -8.5% | 45 | 0.0% | 0.01% | +8.3% | |
PYZ | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $52,000 | -26.8% | 716 | 0.0% | 0.01% | -13.3% | |
SPLG | Sell | SPDR SER TRportfolio s&p500 | $55,000 | -33.7% | 1,232 | -21.0% | 0.01% | -23.5% |
RWR | SPDR SER TRdj reit etf | $54,000 | -19.4% | 567 | 0.0% | 0.01% | -7.1% | |
MAXR | MAXAR TECHNOLOGIES INC | $52,000 | -34.2% | 2,000 | 0.0% | 0.01% | -23.5% | |
ISCG | ISHARES TRmrgstr sm cp gr | $50,000 | -19.4% | 1,410 | 0.0% | 0.01% | -7.7% | |
EMR | EMERSON ELEC CO | $51,000 | -19.0% | 642 | 0.0% | 0.01% | -7.7% | |
SHELL PLCspon ads | $49,000 | -5.8% | 942 | 0.0% | 0.01% | +9.1% | ||
SHY | Buy | ISHARES TR1 3 yr treas bd | $48,000 | -2.0% | 586 | +0.2% | 0.01% | +20.0% |
BFB | BROWN FORMAN CORPcl b | $50,000 | +4.2% | 717 | 0.0% | 0.01% | +20.0% | |
ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $44,000 | – | 150 | +100.0% | 0.01% | – |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $47,000 | -36.5% | 87 | -30.4% | 0.01% | -31.2% |
TXN | TEXAS INSTRS INC | $44,000 | -17.0% | 287 | 0.0% | 0.01% | 0.0% | |
BOTZ | GLOBAL X FDSrbtcs artfl inte | $45,000 | -29.7% | 2,200 | 0.0% | 0.01% | -15.4% | |
BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $46,000 | -13.2% | 1,200 | +50.0% | 0.01% | 0.0% |
DAL | DELTA AIR LINES INC DEL | $47,000 | -26.6% | 1,623 | 0.0% | 0.01% | -15.4% | |
BA | BOEING CO | $45,000 | -28.6% | 330 | 0.0% | 0.01% | -15.4% | |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $46,000 | 0.0% | 785 | +26.6% | 0.01% | +10.0% |
EES | Buy | WISDOMTREE TRus smallcap fund | $47,000 | -2.1% | 1,135 | +12.4% | 0.01% | +10.0% |
SLYV | SPDR SER TRs&p 600 smcp val | $45,000 | -11.8% | 616 | 0.0% | 0.01% | 0.0% | |
New | WARNER BROS DISCOVERY INC | $43,000 | – | 3,239 | +100.0% | 0.01% | – | |
MNKD | MANNKIND CORP | $40,000 | +2.6% | 10,626 | 0.0% | 0.01% | +25.0% | |
DXPE | DXP ENTERPRISES INC | $43,000 | +13.2% | 1,400 | 0.0% | 0.01% | +25.0% | |
ISCV | ISHARES TRmrning sm cp etf | $42,000 | -14.3% | 840 | 0.0% | 0.01% | 0.0% | |
EOG | EOG RES INC | $40,000 | -7.0% | 360 | 0.0% | 0.01% | +11.1% | |
CTVA | CORTEVA INC | $40,000 | -7.0% | 741 | 0.0% | 0.01% | +11.1% | |
TGT | TARGET CORP | $43,000 | -33.8% | 307 | 0.0% | 0.01% | -28.6% | |
CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $41,000 | -33.9% | 246 | -9.2% | 0.01% | -23.1% |
GNMA | Sell | ISHARES TRgnma bond etf | $43,000 | -86.3% | 950 | -85.5% | 0.01% | -84.8% |
ANET | ARISTA NETWORKS INC | $41,000 | -32.8% | 436 | 0.0% | 0.01% | -23.1% | |
PNFP | PINNACLE FINL PARTNERS INC | $41,000 | -21.2% | 565 | 0.0% | 0.01% | -9.1% | |
TWTR | New | TWITTER INC | $41,000 | – | 1,100 | +100.0% | 0.01% | – |
GIS | GENERAL MLS INC | $36,000 | +9.1% | 480 | 0.0% | 0.01% | +28.6% | |
ILMN | ILLUMINA INC | $37,000 | -47.9% | 202 | 0.0% | 0.01% | -40.0% | |
SCHO | SCHWAB STRATEGIC TRsht tm us tres | $39,000 | 0.0% | 794 | 0.0% | 0.01% | +12.5% | |
IWV | Sell | ISHARES TRrussell 3000 etf | $36,000 | -70.2% | 165 | -64.1% | 0.01% | -64.0% |
ANTM | ELEVANCE HEALTH INC | $34,000 | 0.0% | 70 | 0.0% | 0.01% | +14.3% | |
XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $32,000 | -5.9% | 617 | 0.0% | 0.01% | +14.3% | |
FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $35,000 | -14.6% | 850 | 0.0% | 0.01% | -11.1% | |
F | Buy | FORD MTR CO DEL | $34,000 | +36.0% | 3,020 | +107.6% | 0.01% | +60.0% |
WPC | WP CAREY INC | $33,000 | +3.1% | 396 | 0.0% | 0.01% | +14.3% | |
EPP | Sell | ISHARES INCmsci pac jp etf | $33,000 | -38.9% | 800 | -27.3% | 0.01% | -27.3% |
PBA | PEMBINA PIPELINE CORP | $32,000 | -5.9% | 915 | 0.0% | 0.01% | +14.3% | |
SLF | SUN LIFE FINANCIAL INC. | $32,000 | -17.9% | 695 | 0.0% | 0.01% | 0.0% | |
INTU | INTUIT | $34,000 | -20.9% | 89 | 0.0% | 0.01% | -11.1% | |
RJF | RAYMOND JAMES FINL INC | $32,000 | -17.9% | 359 | 0.0% | 0.01% | 0.0% | |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $32,000 | -3.0% | 716 | +14.4% | 0.01% | +14.3% |
MU | MICRON TECHNOLOGY INC | $27,000 | -28.9% | 482 | 0.0% | 0.01% | -12.5% | |
MRNA | MODERNA INC | $29,000 | -14.7% | 200 | 0.0% | 0.01% | 0.0% | |
MDLZ | Buy | MONDELEZ INTL INCcl a | $31,000 | +10.7% | 505 | +12.0% | 0.01% | +16.7% |
ACN | ACCENTURE PLC IRELAND | $28,000 | -17.6% | 100 | 0.0% | 0.01% | 0.0% | |
AYI | ACUITY BRANDS INC | $28,000 | -20.0% | 184 | 0.0% | 0.01% | 0.0% | |
NPO | ENPRO INDS INC | $28,000 | -17.6% | 343 | 0.0% | 0.01% | 0.0% | |
IEMG | ISHARES INCcore msci emkt | $28,000 | -9.7% | 562 | 0.0% | 0.01% | 0.0% | |
HYG | New | ISHARES TRput | $29,000 | – | 400 | +100.0% | 0.01% | – |
AIZ | ASSURANT INC | $31,000 | -6.1% | 181 | 0.0% | 0.01% | 0.0% | |
ULTA | ULTA BEAUTY INC | $31,000 | -3.1% | 80 | 0.0% | 0.01% | 0.0% | |
New | EMBECTA CORP | $27,000 | – | 1,082 | +100.0% | 0.01% | – | |
KR | KROGER CO | $29,000 | -17.1% | 618 | 0.0% | 0.01% | 0.0% | |
IEX | IDEX CORP | $27,000 | -6.9% | 150 | 0.0% | 0.01% | +16.7% | |
ZTS | ZOETIS INCcl a | $28,000 | -9.7% | 165 | 0.0% | 0.01% | 0.0% | |
GPN | GLOBAL PMTS INC | $31,000 | -18.4% | 277 | 0.0% | 0.01% | -12.5% | |
DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $28,000 | -9.7% | 91 | +1.1% | 0.01% | 0.0% |
SYK | STRYKER CORPORATION | $28,000 | -24.3% | 140 | 0.0% | 0.01% | -12.5% | |
ARKK | Sell | ARK ETF TRinnovation etf | $29,000 | -71.0% | 720 | -52.3% | 0.01% | -66.7% |
ADBE | ADOBE SYSTEMS INCORPORATED | $29,000 | -19.4% | 79 | 0.0% | 0.01% | -12.5% | |
CMCSA | COMCAST CORP NEWcl a | $25,000 | -16.7% | 645 | 0.0% | 0.01% | 0.0% | |
EWCO | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500a eql | $25,000 | +13.6% | 925 | +48.0% | 0.01% | +20.0% |
IAU | ISHARES GOLD TRishares new | $26,000 | -7.1% | 752 | 0.0% | 0.01% | 0.0% | |
IWS | ISHARES TRrus mdcp val etf | $25,000 | -16.7% | 248 | 0.0% | 0.01% | 0.0% | |
DKS | DICKS SPORTING GOODS INC | $23,000 | -25.8% | 311 | 0.0% | 0.01% | -14.3% | |
NOW | SERVICENOW INC | $24,000 | -14.3% | 50 | 0.0% | 0.01% | 0.0% | |
AZN | ASTRAZENECA PLCsponsored adr | $25,000 | 0.0% | 375 | 0.0% | 0.01% | +20.0% | |
YUMC | YUM CHINA HLDGS INC | $25,000 | +19.0% | 510 | 0.0% | 0.01% | +50.0% | |
TRV | TRAVELERS COMPANIES INC | $23,000 | -8.0% | 138 | 0.0% | 0.01% | +20.0% | |
AGG | ISHARES TRcore us aggbd et | $23,000 | -4.2% | 227 | 0.0% | 0.01% | +20.0% | |
KRC | KILROY RLTY CORP | $21,000 | -32.3% | 400 | 0.0% | 0.01% | -28.6% | |
EL | LAUDER ESTEE COS INCcl a | $19,000 | -9.5% | 76 | 0.0% | 0.01% | +25.0% | |
VOX | Sell | VANGUARD WORLD FDS | $21,000 | -70.8% | 225 | -62.5% | 0.01% | -66.7% |
IYM | Buy | ISHARES TRu.s. bas mtl etf | $20,000 | -20.0% | 170 | +0.6% | 0.01% | 0.0% |
CB | CHUBB LIMITED | $19,000 | -9.5% | 98 | 0.0% | 0.01% | +25.0% | |
C | Buy | CITIGROUP INC | $19,000 | 0.0% | 415 | +14.6% | 0.01% | +25.0% |
PRK | PARK NATL CORP | $19,000 | -5.0% | 154 | 0.0% | 0.01% | +25.0% | |
MPC | MARATHON PETE CORP | $22,000 | -4.3% | 264 | 0.0% | 0.01% | 0.0% | |
XEL | XCEL ENERGY INC | $21,000 | -4.5% | 300 | 0.0% | 0.01% | 0.0% | |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $20,000 | -9.1% | 325 | +6.6% | 0.01% | 0.0% |
GLW | CORNING INC | $20,000 | -13.0% | 632 | 0.0% | 0.01% | 0.0% | |
ITOT | ISHARES TRcore s&p ttl stk | $22,000 | -15.4% | 262 | 0.0% | 0.01% | 0.0% | |
IONS | IONIS PHARMACEUTICALS INC | $22,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% | |
VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $22,000 | -54.2% | 468 | -51.7% | 0.01% | -50.0% |
LEA | LEAR CORP | $16,000 | -15.8% | 130 | 0.0% | 0.00% | 0.0% | |
IDU | Buy | ISHARES TRu.s. utilits etf | $18,000 | -10.0% | 216 | +0.5% | 0.00% | 0.0% |
GD | GENERAL DYNAMICS CORP | $16,000 | -5.9% | 72 | 0.0% | 0.00% | 0.0% | |
IYF | ISHARES TRu.s. finls etf | $15,000 | -16.7% | 216 | 0.0% | 0.00% | 0.0% | |
CDK | CDK GLOBAL INC | $17,000 | +13.3% | 305 | 0.0% | 0.00% | +33.3% | |
NVS | NOVARTIS AGsponsored adr | $15,000 | 0.0% | 172 | 0.0% | 0.00% | +33.3% | |
SBAC | SBA COMMUNICATIONS CORP NEWcl a | $17,000 | -5.6% | 52 | 0.0% | 0.00% | 0.0% | |
IWB | ISHARES TRrus 1000 etf | $15,000 | -16.7% | 70 | 0.0% | 0.00% | 0.0% | |
VB | VANGUARD INDEX FDSsmall cp etf | $17,000 | -19.0% | 99 | 0.0% | 0.00% | 0.0% | |
ESPR | ESPERION THERAPEUTICS INC NE | $16,000 | +33.3% | 2,500 | 0.0% | 0.00% | +33.3% | |
RSG | REPUBLIC SVCS INC | $15,000 | -6.2% | 118 | 0.0% | 0.00% | +33.3% | |
APH | AMPHENOL CORP NEWcl a | $15,000 | -11.8% | 232 | 0.0% | 0.00% | 0.0% | |
SKT | TANGER FACTORY OUTLET CTRS I | $15,000 | -16.7% | 1,029 | 0.0% | 0.00% | 0.0% | |
SON | SONOCO PRODS CO | $17,000 | -10.5% | 300 | 0.0% | 0.00% | 0.0% | |
FHN | Sell | FIRST HORIZON CORPORATION | $15,000 | -51.6% | 679 | -48.9% | 0.00% | -42.9% |
JBHT | HUNT J B TRANS SVCS INC | $18,000 | -21.7% | 115 | 0.0% | 0.00% | -20.0% | |
LHX | L3HARRIS TECHNOLOGIES INC | $16,000 | 0.0% | 65 | 0.0% | 0.00% | +33.3% | |
SIRI | SIRIUS XM HOLDINGS INC | $16,000 | -5.9% | 2,588 | 0.0% | 0.00% | 0.0% | |
BUG | Buy | GLOBAL X FDScybrscurty etf | $18,000 | +12.5% | 700 | +40.0% | 0.00% | +33.3% |
MCK | MCKESSON CORP | $17,000 | +6.2% | 51 | 0.0% | 0.00% | +33.3% | |
MSI | MOTOROLA SOLUTIONS INC | $16,000 | -11.1% | 74 | 0.0% | 0.00% | 0.0% | |
HACK | Buy | ETF MANAGERS TRprime cybr scrty | $16,000 | +6.7% | 350 | +40.0% | 0.00% | +33.3% |
MP | Buy | MP MATERIALS CORP | $12,000 | -45.5% | 385 | +2.7% | 0.00% | -40.0% |
CI | CIGNA CORP NEW | $13,000 | +8.3% | 50 | 0.0% | 0.00% | 0.0% | |
IWD | ISHARES TRrus 1000 val etf | $12,000 | -7.7% | 80 | 0.0% | 0.00% | 0.0% | |
VTRS | VIATRIS INC | $13,000 | -7.1% | 1,273 | 0.0% | 0.00% | 0.0% | |
BMRN | BIOMARIN PHARMACEUTICAL INC | $13,000 | +8.3% | 160 | 0.0% | 0.00% | 0.0% | |
RXI | ISHARES TRglb cns disc etf | $13,000 | -18.8% | 100 | 0.0% | 0.00% | 0.0% | |
FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $13,000 | -40.9% | 470 | -29.5% | 0.00% | -40.0% |
ANSS | ANSYS INC | $11,000 | -26.7% | 46 | 0.0% | 0.00% | 0.0% | |
RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $12,000 | – | 88 | +100.0% | 0.00% | – |
SJM | SMUCKER J M CO | $13,000 | -7.1% | 100 | 0.0% | 0.00% | 0.0% | |
AMT | Sell | AMERICAN TOWER CORP NEW | $14,000 | -17.6% | 56 | -15.2% | 0.00% | -25.0% |
SMOG | VANECK ETF TRUSTlow carbn energy | $14,000 | -12.5% | 110 | 0.0% | 0.00% | 0.0% | |
APD | AIR PRODS & CHEMS INC | $11,000 | 0.0% | 46 | 0.0% | 0.00% | +50.0% | |
KRE | Sell | SPDR SER TRs&p regl bkg | $14,000 | -39.1% | 248 | -24.4% | 0.00% | -40.0% |
VAC | MARRIOTT VACATIONS WORLDWIDE | $13,000 | -27.8% | 115 | 0.0% | 0.00% | -25.0% | |
TMUS | T-MOBILE US INC | $12,000 | +9.1% | 86 | 0.0% | 0.00% | +50.0% | |
FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $13,000 | -13.3% | 130 | 0.0% | 0.00% | 0.0% | |
PDM | PIEDMONT OFFICE REALTY TR IN | $14,000 | -22.2% | 1,068 | 0.0% | 0.00% | -25.0% | |
CCEP | COCA-COLA EUROPACIFIC PARTNE | $11,000 | 0.0% | 220 | 0.0% | 0.00% | +50.0% | |
EXC | EXELON CORP | $11,000 | -8.3% | 250 | 0.0% | 0.00% | 0.0% | |
OGN | ORGANON & CO | $14,000 | 0.0% | 406 | 0.0% | 0.00% | 0.0% | |
RF | REGIONS FINANCIAL CORP NEW | $14,000 | -17.6% | 750 | 0.0% | 0.00% | -25.0% | |
SBIO | ALPS ETF TRmed breakthgh | $10,000 | -23.1% | 375 | 0.0% | 0.00% | -33.3% | |
BXMT | BLACKSTONE MTG TR INC | $8,000 | -20.0% | 300 | 0.0% | 0.00% | 0.0% | |
CLFD | CLEARFIELD INC | $7,000 | 0.0% | 110 | 0.0% | 0.00% | +100.0% | |
NET | Sell | CLOUDFLARE INC | $8,000 | -81.4% | 185 | -48.6% | 0.00% | -77.8% |
COIN | Buy | COINBASE GLOBAL INC | $7,000 | -63.2% | 150 | +50.0% | 0.00% | -50.0% |
DOCU | Sell | DOCUSIGN INC | $9,000 | -47.1% | 150 | -4.5% | 0.00% | -50.0% |
DLTH | DULUTH HLDGS INC | $9,000 | -25.0% | 948 | 0.0% | 0.00% | -33.3% | |
EW | EDWARDS LIFESCIENCES CORP | $7,000 | -12.5% | 69 | 0.0% | 0.00% | 0.0% | |
EPHY | EPIPHANY TECHNOLOGY ACQUISIT | $7,000 | 0.0% | 725 | 0.0% | 0.00% | +100.0% | |
FDUS | FIDUS INVT CORP | $7,000 | -12.5% | 413 | 0.0% | 0.00% | 0.0% | |
FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $7,000 | -36.4% | 58 | 0.0% | 0.00% | 0.0% | |
FTV | FORTIVE CORP | $8,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% | |
LIT | GLOBAL X FDSlithium btry etf | $7,000 | 0.0% | 90 | 0.0% | 0.00% | +100.0% | |
HEP | HOLLY ENERGY PARTNERS L P | $10,000 | -9.1% | 600 | 0.0% | 0.00% | 0.0% | |
IDXX | IDEXX LABS INC | $8,000 | -33.3% | 22 | 0.0% | 0.00% | -33.3% | |
ISRG | INTUITIVE SURGICAL INC | $8,000 | -33.3% | 39 | 0.0% | 0.00% | -33.3% | |
IGIB | ISHARES TR | $10,000 | -9.1% | 200 | 0.0% | 0.00% | 0.0% | |
ESGU | New | ISHARES TResg awr msci usa | $8,000 | – | 98 | +100.0% | 0.00% | – |
MS | MORGAN STANLEY | $8,000 | -11.1% | 104 | 0.0% | 0.00% | 0.0% | |
QLD | PROSHARES TR | $10,000 | -41.2% | 230 | 0.0% | 0.00% | -50.0% | |
RIVIAN AUTOMOTIVE INC | $9,000 | -50.0% | 365 | 0.0% | 0.00% | -50.0% | ||
ROP | ROPER TECHNOLOGIES INC | $7,000 | -12.5% | 17 | 0.0% | 0.00% | 0.0% | |
RWO | SPDR INDEX SHS FDSdj glb rl es etf | $7,000 | -12.5% | 151 | 0.0% | 0.00% | 0.0% | |
RJA | SWEDISH EXPT CR CORProg agri etn22 | $7,000 | -12.5% | 800 | 0.0% | 0.00% | 0.0% | |
RJI | SWEDISH EXPT CR CORProg ttl etn 22 | $7,000 | 0.0% | 800 | 0.0% | 0.00% | +100.0% | |
TRI | THOMSON REUTERS CORP. | $7,000 | 0.0% | 65 | 0.0% | 0.00% | +100.0% | |
TOWN | New | TOWNEBANK PORTSMOUTH VA | $10,000 | – | 360 | +100.0% | 0.00% | – |
TM | Sell | TOYOTA MOTOR CORPads | $8,000 | -70.4% | 51 | -66.2% | 0.00% | -66.7% |
URI | UNITED RENTALS INC | $10,000 | -28.6% | 40 | 0.0% | 0.00% | -33.3% | |
USCI | UNITED STS COMMODITY INDEX F | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
XPEL | XPEL INC | $7,000 | -12.5% | 150 | 0.0% | 0.00% | 0.0% | |
MDT | Buy | MEDTRONIC PLC | $10,000 | -9.1% | 110 | +10.0% | 0.00% | 0.0% |
OBSV | New | OBSEVA SA | $10,000 | – | 6,500 | +100.0% | 0.00% | – |
MJ | ETF MANAGERS TRetfmg altr hrvst | $5,000 | -44.4% | 850 | 0.0% | 0.00% | -50.0% | |
MMC | MARSH & MCLENNAN COS INC | $5,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
OXY | OCCIDENTAL PETE CORP | $4,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
USD | PROSHARES TR | $4,000 | -55.6% | 220 | 0.0% | 0.00% | -50.0% | |
DOV | DOVER CORP | $5,000 | -28.6% | 45 | 0.0% | 0.00% | 0.0% | |
IYZ | ISHARES TR | $4,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
MAG | MAG SILVER CORP | $5,000 | -16.7% | 400 | 0.0% | 0.00% | 0.0% | |
DLTR | DOLLAR TREE INC | $6,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
OIH | VANECK ETF TRUSToil services etf | $5,000 | -16.7% | 20 | 0.0% | 0.00% | 0.0% | |
REGN | REGENERON PHARMACEUTICALS | $4,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
MGM | MGM RESORTS INTERNATIONAL | $3,000 | -25.0% | 88 | 0.0% | 0.00% | 0.0% | |
KBWB | INVESCO EXCH TRADED FD TR IIkbw bk etf | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
XRAY | DENTSPLY SIRONA INC | $3,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
DBC | INVESCO DB COMMDY INDX TRCKunit | $3,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% | |
MTB | Buy | M & T BK CORP | $4,000 | +100.0% | 26 | +116.7% | 0.00% | – |
CONSTELLATION ENERGY CORP | $5,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | ||
NOK | NOKIA CORPsponsored adr | $5,000 | -16.7% | 1,118 | 0.0% | 0.00% | 0.0% | |
XBI | SPDR SER TRs&p biotech | $6,000 | -14.3% | 80 | 0.0% | 0.00% | 0.0% | |
LYRA | LYRA THERAPEUTICS INC | $3,000 | +50.0% | 500 | 0.0% | 0.00% | – | |
CHD | CHURCH & DWIGHT CO INC | $6,000 | -14.3% | 67 | 0.0% | 0.00% | 0.0% | |
INFN | INFINERA CORP | $3,000 | -50.0% | 650 | 0.0% | 0.00% | 0.0% | |
VAW | VANGUARD WORLD FDSmaterials etf | $6,000 | -25.0% | 39 | 0.0% | 0.00% | -50.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $3,000 | -25.0% | 7 | 0.0% | 0.00% | 0.0% | |
LITE | LUMENTUM HLDGS INC | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
SPTS | SPDR SER TRportfolio sh tsr | $6,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% | |
NMFC | Sell | NEW MTN FIN CORP | $4,000 | -33.3% | 300 | -33.3% | 0.00% | 0.0% |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $3,000 | -25.0% | 24 | 0.0% | 0.00% | 0.0% | |
CGC | Buy | CANOPY GROWTH CORP | $3,000 | -62.5% | 1,093 | +0.5% | 0.00% | -50.0% |
CPE | New | CALLON PETE CO DEL | $4,000 | – | 100 | +100.0% | 0.00% | – |
CF | CF INDS HLDGS INC | $4,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% | |
BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $6,000 | -25.0% | 150 | +50.0% | 0.00% | -50.0% |
AVGO | BROADCOM INC | $3,000 | -25.0% | 7 | 0.0% | 0.00% | 0.0% | |
NFG | NATIONAL FUEL GAS CO | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
BSM | Buy | BLACK STONE MINERALS L P | $5,000 | +66.7% | 400 | +100.0% | 0.00% | 0.0% |
HAS | HASBRO INC | $5,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
BNTX | Buy | BIONTECH SEsponsored ads | $4,000 | +33.3% | 25 | +25.0% | 0.00% | 0.0% |
SPSM | SPDR SER TRportfolio s&p600 | $4,000 | -20.0% | 120 | 0.0% | 0.00% | 0.0% | |
LYV | LIVE NATION ENTERTAINMENT IN | $5,000 | -28.6% | 58 | 0.0% | 0.00% | 0.0% | |
SAR | SARATOGA INVT CORP | $6,000 | -14.3% | 241 | 0.0% | 0.00% | 0.0% | |
GOLD | BARRICK GOLD CORP | $5,000 | -28.6% | 300 | 0.0% | 0.00% | 0.0% | |
LEG | LEGGETT & PLATT INC | $4,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
PSLV | SPROTT PHYSICAL SILVER TRtr unit | $3,000 | -25.0% | 400 | 0.0% | 0.00% | 0.0% | |
NDAC | NIGHTDRAGON ACQUISITION CORP | $3,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
WM | WASTE MGMT INC DEL | $5,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
ALV | AUTOLIV INC | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
GILD | Buy | GILEAD SCIENCES INC | $4,000 | 0.0% | 70 | +16.7% | 0.00% | 0.0% |
WPM | WHEATON PRECIOUS METALS CORP | $3,000 | -25.0% | 75 | 0.0% | 0.00% | 0.0% | |
Sell | KYNDRYL HLDGS INC | $3,000 | -40.0% | 280 | -23.7% | 0.00% | 0.0% | |
FLGT | FULGENT GENETICS INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
APP | APPLOVIN CORP | $3,000 | -25.0% | 75 | 0.0% | 0.00% | 0.0% | |
AAL | AMERICAN AIRLS GROUP INC | $5,000 | -28.6% | 398 | 0.0% | 0.00% | 0.0% | |
AMR | ALPHA METALLURGICAL RESOUR I | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
NIO | Buy | NIO INCspon ads | $5,000 | 0.0% | 235 | +2.2% | 0.00% | 0.0% |
KHC | KRAFT HEINZ CO | $5,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
ALLY | ALLY FINL INC | $3,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% | |
ALLBIRDS INC | $3,000 | -40.0% | 754 | 0.0% | 0.00% | 0.0% | ||
FCEL | FUELCELL ENERGY INC | $4,000 | -33.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
FCX | FREEPORT-MCMORAN INCcl b | $4,000 | -33.3% | 123 | 0.0% | 0.00% | 0.0% | |
FLT | FLEETCOR TECHNOLOGIES INC | $5,000 | -16.7% | 24 | 0.0% | 0.00% | 0.0% | |
J | JACOBS ENGR GROUP INC | $6,000 | -14.3% | 50 | 0.0% | 0.00% | 0.0% | |
SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $6,000 | -45.5% | 96 | -23.8% | 0.00% | -50.0% |
MET | METLIFE INC | $4,000 | -20.0% | 70 | 0.0% | 0.00% | 0.0% | |
ON | ON SEMICONDUCTOR CORP | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
ACEV | ACE CONVERGENCE ACQU CORPcl a | $6,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
MMX | New | MAVERIX METALS INC | $3,000 | – | 800 | +100.0% | 0.00% | – |
RAM | ARIES I ACQUISITION CORP | $4,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
AHCO | ADAPTHEALTH CORP | $6,000 | +20.0% | 329 | 0.0% | 0.00% | 0.0% | |
RCII | RENT A CTR INC NEW | $3,000 | -25.0% | 140 | 0.0% | 0.00% | 0.0% | |
CATALYST PARTNRS ACQUISITN C | $4,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | ||
SIVR | ABRDN SILVER ETF TRUST | $5,000 | -16.7% | 250 | 0.0% | 0.00% | 0.0% | |
G | GENPACT LIMITED | $5,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% | |
JCI | JOHNSON CTLS INTL PLC | $6,000 | -33.3% | 133 | 0.0% | 0.00% | -50.0% | |
PGR | PROGRESSIVE CORP | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
AOSL | ALPHA & OMEGA SEMICONDUCTOR | $3,000 | -40.0% | 100 | 0.0% | 0.00% | 0.0% | |
NCLH | NORWEGIAN CRUISE LINE HLDG L | $3,000 | -57.1% | 300 | 0.0% | 0.00% | 0.0% | |
IXUS | ISHARES TRcore msci total | $4,000 | -20.0% | 78 | 0.0% | 0.00% | 0.0% | |
PRSR | PROSPECTOR CAPITAL CORPcl a | $4,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
TXT | TEXTRON INC | $6,000 | -14.3% | 100 | 0.0% | 0.00% | 0.0% | |
FBNC | FIRST BANCORP N C | $6,000 | -14.3% | 175 | 0.0% | 0.00% | 0.0% | |
EFV | ISHARES TReafe value etf | $3,000 | -25.0% | 77 | 0.0% | 0.00% | 0.0% | |
NEE | NEXTERA ENERGY INC | $5,000 | -16.7% | 69 | 0.0% | 0.00% | 0.0% | |
PRU | PRUDENTIAL FINL INC | $6,000 | -14.3% | 60 | 0.0% | 0.00% | 0.0% | |
ASTS | AST SPACEMOBILE INC | $3,000 | -40.0% | 460 | 0.0% | 0.00% | 0.0% | |
CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $6,000 | – | 100 | +100.0% | 0.00% | – |
LOGI | LOGITECH INTL S A | $3,000 | -25.0% | 55 | 0.0% | 0.00% | 0.0% | |
PHI | PLDT INCsponsored adr | $3,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% | |
TEL | TE CONNECTIVITY LTD | $4,000 | -20.0% | 35 | 0.0% | 0.00% | 0.0% | |
CRNT | CERAGON NETWORKS LTDord | $4,000 | +33.3% | 1,500 | 0.0% | 0.00% | 0.0% | |
CYBR | CYBERARK SOFTWARE LTD | $6,000 | -25.0% | 45 | 0.0% | 0.00% | -50.0% | |
IEO | ISHARES TRus oil gs ex etf | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
ENPH | ENPHASE ENERGY INC | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
MATTERPORT INC | $3,000 | -50.0% | 750 | 0.0% | 0.00% | 0.0% | ||
KXI | ISHARES TRglb cnsm stp etf | $3,000 | -25.0% | 60 | 0.0% | 0.00% | 0.0% | |
EA | ELECTRONIC ARTS INC | $3,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
IIVI | II-VI INC | $3,000 | -25.0% | 50 | 0.0% | 0.00% | 0.0% | |
EDIT | Buy | EDITAS MEDICINE INC | $6,000 | +200.0% | 500 | +449.5% | 0.00% | – |
UI | UBIQUITI INC | $6,000 | -14.3% | 25 | 0.0% | 0.00% | 0.0% | |
REZI | RESIDEO TECHNOLOGIES INC | $4,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% | |
PNC | PNC FINL SVCS GROUP INC | $3,000 | -25.0% | 21 | 0.0% | 0.00% | 0.0% | |
UAA | UNDER ARMOUR INCcl a | $5,000 | -50.0% | 600 | 0.0% | 0.00% | -50.0% | |
UA | UNDER ARMOUR INCcl c | $5,000 | -44.4% | 604 | 0.0% | 0.00% | -50.0% | |
PD | PAGERDUTY INC | $3,000 | -40.0% | 140 | 0.0% | 0.00% | 0.0% | |
UL | UNILEVER PLCspon adr new | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
ETV | EATON VANCE TAX-MANAGED BUY- | $5,000 | -16.7% | 400 | 0.0% | 0.00% | 0.0% | |
FVRR | FIVERR INTL LTD | $1,000 | -50.0% | 30 | 0.0% | 0.00% | – | |
GLBE | GLOBAL E ONLINE LTD | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -100.0% | |
NXPI | NXP SEMICONDUCTORS N V | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
RCL | ROYAL CARIBBEAN GROUP | $1,000 | -66.7% | 35 | 0.0% | 0.00% | -100.0% | |
QS | Exit | QUANTUMSCAPE CORP | $0 | – | -45 | -100.0% | 0.00% | – |
Exit | AURORA INNOVATION INC*w exp 11/03/202 | $0 | – | -28 | -100.0% | 0.00% | – | |
GRWG | Exit | GROWGENERATION CORP | $0 | – | -50 | -100.0% | 0.00% | – |
Exit | ZIMVIE INC | $0 | – | -1 | -100.0% | 0.00% | – | |
LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -3 | -100.0% | 0.00% | – |
EBS | Exit | EMERGENT BIOSOLUTIONS INC | $0 | – | -50 | -100.0% | 0.00% | – |
Exit | QUANERGY SYSTEMS INC | $0 | – | -400 | -100.0% | 0.00% | – | |
SOLO | Exit | ELECTRAMECCANICA VEHS CORP | $0 | – | -350 | -100.0% | 0.00% | – |
OXYWS | Exit | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | -9 | -100.0% | 0.00% | – |
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% | – | |
NUSC | New | NUSHARES ETF TRnuveen esg smlcp | $1,000 | – | 24 | +100.0% | 0.00% | – |
NTNX | NUTANIX INCcl a | $1,000 | -50.0% | 80 | 0.0% | 0.00% | – | |
RS | RELIANCE STEEL & ALUMINUM CO | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
RIGL | RIGEL PHARMACEUTICALS INC | $2,000 | -50.0% | 1,500 | 0.0% | 0.00% | -100.0% | |
WEN | Exit | WENDYS CO | $0 | – | -15 | -100.0% | 0.00% | – |
NDACW | Exit | NIGHTDRAGON ACQUISITION CORP*w exp 02/26/202 | $0 | – | -70 | -100.0% | 0.00% | – |
NOV | NOV INC | $2,000 | 0.0% | 125 | 0.0% | 0.00% | – | |
MED | MEDIFAST INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
IETC | Exit | ISHARES U S ETF TRtechnology | $0 | – | -8 | -100.0% | 0.00% | – |
SLYG | SPDR SER TRs&p 600 smcp grw | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
MRVL | New | MARVELL TECHNOLOGY INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
MANDIANT INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | ||
MTSI | MACOM TECH SOLUTIONS HLDGS I | $2,000 | -33.3% | 50 | 0.0% | 0.00% | -100.0% | |
XSD | SPDR SER TRs&p semicndctr | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
LUCID GROUP INC | $2,000 | 0.0% | 90 | 0.0% | 0.00% | – | ||
LOGC | LOGICBIO THERAPEUTICS INC | $1,000 | 0.0% | 1,700 | 0.0% | 0.00% | – | |
LSCC | LATTICE SEMICONDUCTOR CORP | $2,000 | -33.3% | 50 | 0.0% | 0.00% | -100.0% | |
SDGR | SCHRODINGER INC | $1,000 | -50.0% | 55 | 0.0% | 0.00% | – | |
ESGD | New | ISHARES TResg aw msci eafe | $2,000 | – | 24 | +100.0% | 0.00% | – |
IQLT | ISHARES TRmsci intl qualty | $2,000 | -33.3% | 75 | 0.0% | 0.00% | -100.0% | |
XT | ISHARES TRexponential tech | $2,000 | -33.3% | 49 | 0.0% | 0.00% | -100.0% | |
ESGE | New | ISHARES INCesg awr msci em | $1,000 | – | 21 | +100.0% | 0.00% | – |
SA | New | SEABRIDGE GOLD INC | $2,000 | – | 200 | +100.0% | 0.00% | – |
IHI | ISHARES TRu.s. med dvc etf | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
USRT | ISHARES TRcre u s reit etf | $2,000 | -33.3% | 41 | 0.0% | 0.00% | -100.0% | |
IYG | ISHARES TRu.s. fin svc etf | $1,000 | -50.0% | 10 | 0.0% | 0.00% | – | |
IYR | ISHARES TRu.s. real es etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
IBB | ISHARES TRishares biotech | $2,000 | -33.3% | 20 | 0.0% | 0.00% | -100.0% | |
ILCB | ISHARES TRmorningstr us eq | $2,000 | -33.3% | 48 | 0.0% | 0.00% | -100.0% | |
DBA | INVESCO DB MULTI-SECTOR COMMagriculture fd | $2,000 | -33.3% | 119 | 0.0% | 0.00% | -100.0% | |
SMTS | SIERRA METALS INC | $1,000 | 0.0% | 774 | 0.0% | 0.00% | – | |
INTT | INTEST CORP | $1,000 | -50.0% | 210 | 0.0% | 0.00% | – | |
SWKS | Buy | SKYWORKS SOLUTIONS INC | $1,000 | 0.0% | 14 | +100.0% | 0.00% | – |
SKYT | SKYWATER TECHNOLOGY INC | $1,000 | -50.0% | 150 | 0.0% | 0.00% | – | |
INDI | INDIE SEMICONDUCTOR INC | $2,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
SNAP | SNAP INCcl a | $2,000 | -66.7% | 160 | 0.0% | 0.00% | -100.0% | |
SOFI | SOFI TECHNOLOGIES INC | $2,000 | -33.3% | 300 | 0.0% | 0.00% | -100.0% | |
SLDB | SOLID BIOSCIENCES INC | $1,000 | -50.0% | 2,000 | 0.0% | 0.00% | – | |
SRNE | SORRENTO THERAPEUTICS INC | $1,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
GOSS | GOSSAMER BIO INC | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
GPRO | GOPRO INCcl a | $1,000 | -50.0% | 200 | 0.0% | 0.00% | – | |
SAVE | SPIRIT AIRLS INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
SQ | Sell | BLOCK INCcl a | $1,000 | -87.5% | 10 | -83.3% | 0.00% | -100.0% |
GM | Sell | GENERAL MTRS CO | $2,000 | -66.7% | 49 | -63.4% | 0.00% | -100.0% |
CLOV | Exit | CLOVER HEALTH INVESTMENTS CO | $0 | – | -97 | -100.0% | 0.00% | – |
FIXX | Exit | HOMOLOGY MEDICINES INC | $0 | – | -250 | -100.0% | 0.00% | – |
FSR | FISKER INC | $2,000 | -33.3% | 200 | 0.0% | 0.00% | -100.0% | |
HQL | TEKLA LIFE SCIENCES INVSsh ben int | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
TDOC | TELADOC HEALTH INC | $1,000 | -66.7% | 35 | 0.0% | 0.00% | -100.0% | |
TME | TENCENT MUSIC ENTMT GROUPspon ads | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
FSLR | FIRST SOLAR INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
AG | FIRST MAJESTIC SILVER CORP | $2,000 | -50.0% | 300 | 0.0% | 0.00% | -100.0% | |
VIAV | Exit | VIAVI SOLUTIONS INC | $0 | – | -12 | -100.0% | 0.00% | – |
EPIX | ESSA PHARMA INC | $2,000 | -50.0% | 600 | 0.0% | 0.00% | -100.0% | |
ACB | Exit | AURORA CANNABIS INC | $0 | – | -4 | -100.0% | 0.00% | – |
EPAC | ENERPAC TOOL GROUP CORP | $2,000 | 0.0% | 112 | 0.0% | 0.00% | – | |
DAVA | ENDAVA PLCads | $2,000 | -33.3% | 20 | 0.0% | 0.00% | -100.0% | |
EBAY | EBAY INC. | $2,000 | -33.3% | 50 | 0.0% | 0.00% | -100.0% | |
EQRX INC | $2,000 | 0.0% | 500 | 0.0% | 0.00% | – | ||
OTRK | Exit | ONTRAK INC | $0 | – | -103 | -100.0% | 0.00% | – |
U | UNITY SOFTWARE INC | $2,000 | -60.0% | 50 | 0.0% | 0.00% | -100.0% | |
UPST | UPSTART HLDGS INC | $1,000 | -50.0% | 20 | 0.0% | 0.00% | – | |
DIGITAL WORLD ACQUISITION CO | $2,000 | -50.0% | 65 | 0.0% | 0.00% | -100.0% | ||
DEO | DIAGEO PLCspon adr new | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
DM | Buy | DESKTOP METAL INC | $2,000 | 0.0% | 800 | +100.0% | 0.00% | – |
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% | – | |
CLF | CLEVELAND-CLIFFS INC NEW | $1,000 | -66.7% | 90 | 0.0% | 0.00% | -100.0% | |
CRUS | CIRRUS LOGIC INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
CC | CHEMOURS CO | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
CHPT | CHARGEPOINT HOLDINGS INC | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
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% | – | |
BLNK | BLINK CHARGING CO | $1,000 | -50.0% | 75 | 0.0% | 0.00% | – | |
BITNILE HOLDINGS INC | $1,000 | -80.0% | 5,500 | 0.0% | 0.00% | -100.0% | ||
BTAI | BIOXCEL THERAPEUTICS INC | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
VNT | VONTIER CORPORATION | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
BIGC | BIGCOMMERCE HLDGS INC | $1,000 | -50.0% | 75 | 0.0% | 0.00% | – | |
BZUN | BAOZUN INCsponsored adr | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
New | BRC INC | $1,000 | – | 100 | +100.0% | 0.00% | – | |
RNA | AVIDITY BIOSCIENCES INC | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
WRN | WESTERN COPPER & GOLD CORP | $2,000 | -50.0% | 1,700 | 0.0% | 0.00% | -100.0% | |
WLMS | WILLIAMS INDL SVCS GROUP INC | $1,000 | 0.0% | 568 | 0.0% | 0.00% | – | |
ARCT | ARCTURUS THERAPEUTICS HLDGS | $2,000 | -33.3% | 125 | 0.0% | 0.00% | -100.0% | |
WW | WW INTL INC | $1,000 | -50.0% | 200 | 0.0% | 0.00% | – | |
Exit | CIPHER MINING INC | $0 | – | -100 | -100.0% | 0.00% | – | |
ALK | Buy | ALASKA AIR GROUP INC | $1,000 | 0.0% | 34 | +41.7% | 0.00% | – |
AKTS | AKOUSTIS TECHNOLOGIES INC | $1,000 | -66.7% | 400 | 0.0% | 0.00% | -100.0% | |
ZEN | ZENDESK INC | $2,000 | -50.0% | 30 | 0.0% | 0.00% | -100.0% | |
Z | ZILLOW GROUP INCcl c cap stk | $2,000 | -33.3% | 56 | 0.0% | 0.00% | -100.0% | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
AKUS | AKOUOS INC | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
ZUO | ZUORA INC | $2,000 | -50.0% | 250 | 0.0% | 0.00% | -100.0% | |
AFTERNEXT HEALTHTECH ACQUISIunit 99/99/9999 | $2,000 | 0.0% | 220 | 0.0% | 0.00% | – | ||
ATVI | New | ACTIVISION BLIZZARD INC | $2,000 | – | 20 | +100.0% | 0.00% | – |
NVT | NVENT ELECTRIC PLC | $1,000 | 0.0% | 19 | 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% | – | |
10X CAP VENTURE ACQSTN CORPunit 04/19/2028 | $2,000 | 0.0% | 225 | 0.0% | 0.00% | – | ||
TRINSEO PLC | $1,000 | -50.0% | 35 | 0.0% | 0.00% | – | ||
ALC | ALCON AG | $2,000 | -33.3% | 34 | 0.0% | 0.00% | -100.0% | |
Exit | BOXED INC | $0 | – | -100 | -100.0% | 0.00% | – | |
Exit | SHAPEWAYS HOLDINGS INC | $0 | – | -200 | -100.0% | 0.00% | – | |
EPHYW | Exit | EPIPHANY TECHNOLOGY ACQUISIT*w exp 01/12/202 | $0 | – | -241 | -100.0% | 0.00% | – |
UNIT | Exit | UNITI GROUP INC | $0 | – | -5 | -100.0% | 0.00% | – |
EQOS | Exit | EQONEX LIMITED | $0 | – | -250 | -100.0% | 0.00% | – |
PASG | Exit | PASSAGE BIO INC | $0 | – | -150 | -100.0% | 0.00% | – |
HOOK | Exit | HOOKIPA PHARMA INC | $0 | – | -180 | -100.0% | 0.00% | – |
CDAK | Exit | CODIAK BIOSCIENCES INC | $0 | – | -100 | -100.0% | 0.00% | – |
SONO | Exit | SONOS INC | $0 | – | -75 | -100.0% | 0.00% | – |
Exit | CATALYST PARTNRS ACQUISITN C*w exp 05/12/202 | $0 | – | -80 | -100.0% | 0.00% | – | |
HRTX | Exit | HERON THERAPEUTICS INC | $0 | – | -150 | -100.0% | 0.00% | – |
MSOS | Exit | ADVISORSHARES TRpure us cannabis | $0 | – | -1 | -100.0% | 0.00% | – |
SPRO | Exit | SPERO THERAPEUTICS INC | $0 | – | -200 | -100.0% | 0.00% | – |
ASIX | Exit | ADVANSIX INC | $0 | – | -13 | -100.0% | 0.00% | – |
CPNG | Exit | COUPANG INCcl a | $0 | – | -120 | -100.0% | 0.00% | – |
TREE | Exit | LENDINGTREE INC NEW | $0 | – | -6 | -100.0% | 0.00% | – |
BDTX | Exit | BLACK DIAMOND THERAPEUTICS I | $0 | – | -100 | -100.0% | 0.00% | – |
Exit | AURORA INNOVATION INC | $0 | – | -225 | -100.0% | 0.00% | – | |
JPS | Exit | NUVEEN PFD & INCM SECURTIES | $0 | – | -16 | -100.0% | 0.00% | – |
ELY | Exit | CALLAWAY GOLF CO | $0 | – | -9 | -100.0% | 0.00% | – |
Exit | VELO3D INC | $0 | – | -240 | -100.0% | 0.00% | – | |
DNOW | Exit | NOW INC | $0 | – | -31 | -100.0% | 0.00% | – |
GTX | Exit | GARRETT MOTION INC | $0 | – | -44 | -100.0% | 0.00% | – |
PETS | PETMED EXPRESS INC | $1,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
PENN | Buy | PENN NATL GAMING INC | $2,000 | -33.3% | 64 | +8.5% | 0.00% | -100.0% |
PIPR | PIPER SANDLER COMPANIES | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
PLRX | PLIANT THERAPEUTICS INC | $1,000 | 0.0% | 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 | 0.0% | 450 | 0.0% | 0.00% | – | |
PJT | PJT PARTNERS INC | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -29 | -100.0% | 0.00% | – |
SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -2 | -100.0% | 0.00% | – |
PPTA | Exit | PERPETUA RESOURCES CORP | $0 | – | -400 | -100.0% | 0.00% | – |
BDJ | Exit | BLACKROCK ENHANCED EQUITY DI | $0 | – | -10 | -100.0% | 0.00% | – |
VMW | Exit | VMWARE INC | $0 | – | -4 | -100.0% | 0.00% | – |
WAB | Exit | WABTEC | $0 | – | -2 | -100.0% | 0.00% | – |
PRSRW | Exit | PROSPECTOR CAPITAL CORP*w exp 01/11/202 | $0 | – | -133 | -100.0% | 0.00% | – |
TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -10 | -100.0% | 0.00% | – |
HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -2 | -100.0% | 0.00% | – |
RAMMW | Exit | ARIES I ACQUISITION CORP*w exp 03/18/202 | $0 | – | -200 | -100.0% | 0.00% | – |
FTNT | Exit | FORTINET INC | $0 | – | -1 | -100.0% | 0.00% | – |
JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -3 | -100.0% | 0.00% | – |
AEO | Exit | AMERICAN EAGLE OUTFITTERS IN | $0 | – | -10 | -100.0% | 0.00% | – |
PBCT | Exit | PEOPLES UNITED FINANCIAL INC | $0 | – | -123 | -100.0% | 0.00% | – |
BHF | Exit | BRIGHTHOUSE FINL INC | $0 | – | -6 | -100.0% | 0.00% | – |
UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -60 | -100.0% | 0.00% | – |
KLDO | Exit | KALEIDO BIOSCIENCES INC | $0 | – | -625 | -100.0% | 0.00% | – |
JWN | Exit | NORDSTROM INC | $0 | – | -10 | -100.0% | 0.00% | – |
ADPT | Exit | ADAPTIVE BIOTECHNOLOGIES COR | $0 | – | -60 | -100.0% | 0.00% | – |
ACU | Exit | ACME UTD CORP | $0 | – | -56 | -100.0% | 0.00% | – |
Exit | LIVEONE INC | $0 | – | -500 | -100.0% | 0.00% | – | |
SVFAW | Exit | SVF INVESTMENT CORP*w exp 12/20/202 | $0 | – | -40 | -100.0% | 0.00% | – |
CHWY | Exit | CHEWY INCcl a | $0 | – | -11 | -100.0% | 0.00% | – |
Exit | MARKFORGED HOLDING CORPORATI | $0 | – | -240 | -100.0% | 0.00% | – | |
ERII | Exit | ENERGY RECOVERY INC | $0 | – | -118 | -100.0% | 0.00% | – |
AMYT | Exit | AMRYT PHARMA PLCsponsored ads | $0 | – | -4 | -100.0% | 0.00% | – |
TLTE | Exit | FLEXSHARES TRmstar emkt fac | $0 | – | -55 | -100.0% | -0.00% | – |
LAZY | Exit | LAZYDAYS HLDGS INC | $0 | – | -150 | -100.0% | -0.00% | – |
AVNW | Exit | AVIAT NETWORKS INC | $0 | – | -92 | -100.0% | -0.00% | – |
SCHN | Exit | SCHNITZER STEEL INDS INCcl a | $0 | – | -50 | -100.0% | -0.00% | – |
ROM | Exit | PROSHARES TR | $0 | – | -140 | -100.0% | -0.00% | – |
CALX | Exit | CALIX INC | $0 | – | -65 | -100.0% | -0.00% | – |
DAC | Exit | DANAOS CORPORATION | $0 | – | -50 | -100.0% | -0.00% | – |
DISCA | Exit | DISCOVERY INC | $0 | – | -104 | -100.0% | -0.00% | – |
IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -79 | -100.0% | -0.00% | – |
ABG | Exit | ASBURY AUTOMOTIVE GROUP INC | $0 | – | -45 | -100.0% | -0.00% | – |
TTEC | Exit | TTEC HLDGS INC | $0 | – | -80 | -100.0% | -0.00% | – |
ETSY | Exit | ETSY INC | $0 | – | -50 | -100.0% | -0.00% | – |
OGE | Exit | OGE ENERGY CORP | $0 | – | -100 | -100.0% | -0.00% | – |
VSTO | Exit | VISTA OUTDOOR INC | $0 | – | -100 | -100.0% | -0.00% | – |
FXI | Exit | ISHARES TRchina lg-cap etf | $0 | – | -100 | -100.0% | -0.00% | – |
OMI | Exit | OWENS & MINOR INC NEW | $0 | – | -68 | -100.0% | -0.00% | – |
BEP | Exit | BROOKFIELD RENEWABLE PARTNERpartnership unit | $0 | – | -228 | -100.0% | -0.00% | – |
KBA | Exit | KRANESHARES TRbosera msci chin | $0 | – | -300 | -100.0% | -0.00% | – |
IP | Exit | INTERNATIONAL PAPER CO | $0 | – | -200 | -100.0% | -0.00% | – |
KFRC | Exit | KFORCE INC | $0 | – | -140 | -100.0% | -0.00% | – |
SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -142 | -100.0% | -0.00% | – |
IDCC | Exit | INTERDIGITAL INC | $0 | – | -200 | -100.0% | -0.00% | – |
HSY | Exit | HERSHEY CO | $0 | – | -65 | -100.0% | -0.00% | – |
AUPH | Exit | AURINIA PHARMACEUTICALS INC | $0 | – | -1,120 | -100.0% | -0.00% | – |
GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -455 | -100.0% | -0.00% | – |
VIAC | Exit | PARAMOUNT GLOBAL | $0 | – | -500 | -100.0% | -0.00% | – |
STT | Exit | STATE STR CORP | $0 | – | -200 | -100.0% | -0.00% | – |
Exit | INVENTRUST PPTYS CORP | $0 | – | -570 | -100.0% | -0.00% | – | |
FYLD | Exit | CAMBRIA ETF TRcambria fgn shr | $0 | – | -850 | -100.0% | -0.01% | – |
IHF | Exit | ISHARES TRus hlthcr pr etf | $0 | – | -80 | -100.0% | -0.01% | – |
SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -700 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
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.