$473 Million is the total value of Laurel Wealth Advisors LLC's 595 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 9.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $24,799,626 | +3.7% | 161,027 | +2.3% | 5.24% | -3.0% |
AAPL | Buy | APPLE INC | $23,797,670 | +29.0% | 144,316 | +1.6% | 5.03% | +20.6% |
MSFT | Buy | MICROSOFT CORP | $18,266,637 | +22.5% | 63,360 | +1.9% | 3.86% | +14.5% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $13,968,000 | -0.7% | 30 | 0.0% | 2.95% | -7.1% | |
TFLO | Sell | ISHARES TRtrs flt rt bd | $12,868,450 | -15.6% | 254,368 | -15.9% | 2.72% | -21.1% |
IJR | Buy | ISHARES TRcore s&p scp etf | $10,253,951 | +9.7% | 106,039 | +7.4% | 2.17% | +2.6% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $9,807,780 | +10.6% | 23,958 | +3.3% | 2.07% | +3.4% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $9,541,297 | +19.3% | 91,983 | +1.4% | 2.02% | +11.5% |
JNJ | Buy | JOHNSON & JOHNSON | $9,440,435 | -7.5% | 60,907 | +5.5% | 2.00% | -13.5% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $9,398,655 | +5.7% | 25,863 | +1.2% | 1.99% | -1.1% |
HD | Buy | HOME DEPOT INC | $8,890,228 | -5.8% | 30,125 | +0.9% | 1.88% | -11.9% |
JPM | Buy | JPMORGAN CHASE & CO | $8,739,644 | -0.5% | 67,069 | +2.4% | 1.85% | -7.0% |
DUK | Buy | DUKE ENERGY CORP NEW | $8,570,062 | -2.0% | 88,837 | +4.6% | 1.81% | -8.3% |
SGOV | Sell | ISHARES TR0-3 mnth treasry | $8,558,079 | -6.5% | 85,088 | -6.9% | 1.81% | -12.6% |
LLY | Buy | LILLY ELI & CO | $7,189,703 | -4.2% | 20,936 | +2.1% | 1.52% | -10.4% |
PG | Buy | PROCTER AND GAMBLE CO | $6,813,467 | +2.7% | 45,824 | +4.7% | 1.44% | -4.0% |
BAC | Buy | BANK AMERICA CORP | $6,653,194 | -9.3% | 232,630 | +5.0% | 1.41% | -15.2% |
WMT | Buy | WALMART INC | $6,510,713 | +9.0% | 44,156 | +4.8% | 1.38% | +1.9% |
AMGN | Buy | AMGEN INC | $6,415,759 | -6.7% | 26,539 | +1.3% | 1.36% | -12.7% |
NVDA | Buy | NVIDIA CORPORATION | $6,267,550 | +94.5% | 22,564 | +2.3% | 1.32% | +81.8% |
AMZN | Buy | AMAZON COM INC | $6,055,703 | +28.7% | 58,629 | +4.7% | 1.28% | +20.3% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $5,996,637 | +23.1% | 24,041 | +5.2% | 1.27% | +15.1% |
ABBV | Buy | ABBVIE INC | $5,838,116 | +0.4% | 36,633 | +1.8% | 1.23% | -6.2% |
MCD | Buy | MCDONALDS CORP | $5,822,893 | +12.7% | 20,826 | +6.2% | 1.23% | +5.3% |
CSCO | Buy | CISCO SYS INC | $5,749,390 | +15.6% | 109,984 | +5.3% | 1.22% | +8.1% |
KO | Buy | COCA COLA CO | $5,387,929 | +3.1% | 86,861 | +5.7% | 1.14% | -3.6% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $5,258,762 | +1.6% | 17,032 | +1.7% | 1.11% | -5.0% |
Buy | WISDOMTREE TRfloatng rat trea | $4,995,431 | +14.5% | 99,372 | +14.5% | 1.06% | +7.0% | |
IEFA | Buy | ISHARES TRcore msci eafe | $4,956,264 | +65.5% | 74,141 | +52.6% | 1.05% | +54.8% |
ABT | Buy | ABBOTT LABS | $4,890,867 | -5.5% | 48,301 | +2.5% | 1.03% | -11.6% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $4,787,286 | +19.4% | 24,678 | +7.0% | 1.01% | +11.6% |
NKE | Buy | NIKE INCcl b | $4,612,256 | +7.2% | 37,609 | +2.3% | 0.98% | +0.2% |
PEP | Sell | PEPSICO INC | $4,508,977 | +0.9% | 24,734 | -0.1% | 0.95% | -5.7% |
ENB | Buy | ENBRIDGE INC | $4,330,850 | +3.8% | 113,522 | +6.4% | 0.92% | -2.9% |
CVX | Buy | CHEVRON CORP NEW | $4,273,709 | -5.7% | 26,194 | +3.7% | 0.90% | -11.8% |
DG | Buy | DOLLAR GEN CORP NEW | $4,221,197 | -11.5% | 20,057 | +3.5% | 0.89% | -17.2% |
SPY | Sell | SPDR S&P 500 ETF TRcall | $3,889,205 | -52.7% | 9,500 | -55.8% | 0.82% | -55.8% |
SO | Buy | SOUTHERN CO | $3,787,079 | +2.6% | 54,428 | +5.3% | 0.80% | -4.1% |
EFA | Buy | ISHARES TRmsci eafe etf | $3,722,869 | +15.3% | 52,054 | +5.8% | 0.79% | +7.8% |
HON | Buy | HONEYWELL INTL INC | $3,619,431 | -7.3% | 18,938 | +4.0% | 0.76% | -13.4% |
XLF | Buy | SELECT SECTOR SPDR TRfinancial | $3,548,464 | +2.6% | 110,373 | +9.2% | 0.75% | -4.1% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $3,534,888 | -2.5% | 15,878 | +4.6% | 0.75% | -8.9% |
IBDO | Buy | ISHARES TRibonds dec23 etf | $3,083,508 | +0.8% | 122,410 | +0.1% | 0.65% | -5.8% |
DIS | Sell | DISNEY WALT CO | $3,039,263 | +13.3% | 30,354 | -1.7% | 0.64% | +5.9% |
FB | Sell | META PLATFORMS INCcl a | $3,040,224 | +75.0% | 14,345 | -0.7% | 0.64% | +63.6% |
IBDQ | Buy | ISHARES TRibonds dec25 etf | $3,005,293 | +7.8% | 122,515 | +6.9% | 0.64% | +0.8% |
CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $2,938,115 | +4.0% | 68,728 | -5.8% | 0.62% | -2.8% |
IBDP | Buy | ISHARES TRibonds dec24 etf | $2,891,662 | +4.6% | 117,595 | +3.9% | 0.61% | -2.2% |
CRM | Buy | SALESFORCE INC | $2,846,466 | +50.8% | 14,248 | +0.1% | 0.60% | +41.0% |
BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $2,821,474 | +6.9% | 139,126 | +6.2% | 0.60% | 0.0% |
BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $2,758,104 | -0.5% | 133,954 | -1.0% | 0.58% | -7.0% |
XOM | Buy | EXXON MOBIL CORP | $2,751,165 | +8.0% | 25,089 | +8.6% | 0.58% | +1.0% |
PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $2,690,189 | +21.8% | 17,159 | +20.5% | 0.57% | +14.0% |
IBDR | Buy | ISHARES TRibonds dec2026 | $2,673,304 | +9.4% | 112,655 | +7.7% | 0.56% | +2.2% |
BDX | Buy | BECTON DICKINSON & CO | $2,664,132 | -1.5% | 10,763 | +1.2% | 0.56% | -8.0% |
TJX | Buy | TJX COS INC NEW | $2,661,335 | +1.9% | 33,963 | +3.5% | 0.56% | -4.7% |
GOOG | Sell | ALPHABET INCcap stk cl c | $2,515,240 | +16.2% | 24,185 | -0.8% | 0.53% | +8.8% |
BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $2,511,180 | +37.9% | 130,080 | +35.7% | 0.53% | +28.9% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,511,972 | +38.5% | 16,635 | +14.1% | 0.53% | +29.5% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $2,491,456 | +6.2% | 25,442 | +9.5% | 0.53% | -0.6% |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $2,354,820 | -5.6% | 31,520 | -5.8% | 0.50% | -11.7% |
UNP | Buy | UNION PAC CORP | $2,343,884 | +3.0% | 11,647 | +5.9% | 0.50% | -3.7% |
IWM | Buy | ISHARES TRrussell 2000 etf | $2,342,392 | +3.4% | 13,130 | +1.1% | 0.50% | -3.3% |
BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $2,322,584 | +35.2% | 121,221 | +33.5% | 0.49% | +26.2% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $2,304,662 | +4.5% | 59,262 | +5.9% | 0.49% | -2.4% |
MMM | Buy | 3M CO | $2,197,146 | -9.5% | 20,904 | +3.2% | 0.46% | -15.3% |
GLD | Buy | SPDR GOLD TR | $2,194,426 | +40.2% | 11,977 | +29.8% | 0.46% | +31.1% |
IYW | Buy | ISHARES TRu.s. tech etf | $1,970,462 | +43.7% | 21,232 | +15.3% | 0.42% | +34.5% |
TFC | TRUIST FINL CORP | $1,908,134 | -20.8% | 55,957 | 0.0% | 0.40% | -26.1% | |
IVV | Buy | ISHARES TRcore s&p500 etf | $1,896,474 | +9.1% | 4,614 | +1.9% | 0.40% | +2.0% |
NFLX | Sell | NETFLIX INC | $1,834,845 | +9.8% | 5,311 | -6.3% | 0.39% | +2.6% |
IBDS | Buy | ISHARES TRibonds 27 etf | $1,795,314 | +12.2% | 75,370 | +10.1% | 0.38% | +5.0% |
SLQD | Buy | ISHARES TR0-5yr invt gr cp | $1,663,126 | +18.5% | 34,306 | +17.0% | 0.35% | +11.0% |
DVY | ISHARES TRselect divid etf | $1,654,108 | -2.8% | 14,116 | 0.0% | 0.35% | -9.1% | |
MUB | Buy | ISHARES TRnational mun etf | $1,608,675 | +10.4% | 14,932 | +8.1% | 0.34% | +3.0% |
ATRI | ATRION CORP | $1,493,170 | +12.2% | 2,378 | 0.0% | 0.32% | +5.0% | |
PAVE | Sell | GLOBAL X FDSus infr dev etf | $1,476,695 | +6.4% | 52,088 | -0.6% | 0.31% | -0.6% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,475,195 | +7.5% | 21,794 | +11.9% | 0.31% | +0.6% |
GCOW | Buy | PACER FDS TRglobl cash etf | $1,472,322 | +20.2% | 43,780 | +13.5% | 0.31% | +12.3% |
CL | Buy | COLGATE PALMOLIVE CO | $1,437,487 | +0.5% | 19,129 | +5.4% | 0.30% | -5.9% |
VOO | Buy | VANGUARD INDEX FDS | $1,334,985 | +10.2% | 3,550 | +3.0% | 0.28% | +2.9% |
SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,205,884 | +56.3% | 29,615 | +49.3% | 0.26% | +45.7% |
BLK | Buy | BLACKROCK INC | $1,205,858 | +0.1% | 1,803 | +6.1% | 0.26% | -6.2% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $1,185,213 | +26.4% | 10,813 | +21.6% | 0.25% | +18.4% |
COP | Buy | CONOCOPHILLIPS | $1,145,378 | -15.2% | 11,545 | +0.9% | 0.24% | -20.7% |
SSB | SOUTHSTATE CORPORATION | $1,137,239 | -6.7% | 15,959 | 0.0% | 0.24% | -13.0% | |
IJH | Buy | ISHARES TRcore s&p mcp etf | $1,093,198 | +17.2% | 4,370 | +13.3% | 0.23% | +9.5% |
IYH | Buy | ISHARES TRus hlthcare etf | $1,090,790 | +23.6% | 3,995 | +28.5% | 0.23% | +15.5% |
IYJ | Buy | ISHARES TRus industrials | $1,069,208 | +10.6% | 10,675 | +6.5% | 0.23% | +3.2% |
AXP | Buy | AMERICAN EXPRESS CO | $1,028,558 | +20.6% | 6,236 | +8.1% | 0.22% | +12.4% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $961,016 | +2.3% | 7,331 | +10.0% | 0.20% | -4.2% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $955,331 | +12.0% | 3,910 | -1.8% | 0.20% | +4.7% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $921,125 | -4.8% | 11,121 | +0.5% | 0.20% | -11.0% |
LOW | Buy | LOWES COS INC | $896,670 | +1.7% | 4,485 | +1.3% | 0.19% | -4.5% |
PFE | Buy | PFIZER INC | $881,106 | -4.7% | 21,596 | +19.7% | 0.19% | -11.0% |
IQV | Buy | IQVIA HLDGS INC | $881,083 | +7.1% | 4,430 | +10.3% | 0.19% | 0.0% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $867,955 | +55.8% | 10,565 | +54.0% | 0.18% | +46.0% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $862,086 | +9.1% | 12,056 | +4.2% | 0.18% | +1.7% |
VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $858,953 | +13.7% | 19,016 | +5.6% | 0.18% | +6.4% |
ORCL | Buy | ORACLE CORP | $857,095 | +18.3% | 9,224 | +4.1% | 0.18% | +10.4% |
IVE | Buy | ISHARES TRs&p 500 val etf | $853,945 | +4.7% | 5,627 | +0.1% | 0.18% | -1.6% |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $822,265 | -19.5% | 17,195 | -21.4% | 0.17% | -24.7% |
SYLD | Buy | CAMBRIA ETF TR | $806,245 | +20.5% | 13,735 | +21.8% | 0.17% | +12.6% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $786,081 | +36.4% | 5,257 | +17.8% | 0.17% | +27.7% |
WFC | Sell | WELLS FARGO CO NEW | $782,926 | -23.7% | 20,946 | -15.7% | 0.17% | -28.4% |
XLC | Buy | SELECT SECTOR SPDR TR | $743,048 | +79.9% | 12,818 | +48.9% | 0.16% | +68.8% |
XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $740,740 | +4.8% | 9,184 | +1.0% | 0.16% | -1.9% |
CCI | CROWN CASTLE INC | $720,729 | -1.3% | 5,385 | 0.0% | 0.15% | -7.9% | |
NSC | Buy | NORFOLK SOUTHN CORP | $701,720 | +20.7% | 3,310 | +40.3% | 0.15% | +12.1% |
MRK | Buy | MERCK & CO INC | $693,131 | +34.6% | 6,515 | +40.3% | 0.15% | +26.7% |
AZO | Sell | AUTOZONE INC | $683,366 | -3.8% | 278 | -3.5% | 0.14% | -10.6% |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $671,339 | +2491.8% | 4,891 | +1888.2% | 0.14% | +2266.7% |
COST | Sell | COSTCO WHSL CORP NEW | $642,755 | +8.0% | 1,294 | -0.8% | 0.14% | +0.7% |
FITB | FIFTH THIRD BANCORP | $637,949 | -18.8% | 23,947 | 0.0% | 0.14% | -24.2% | |
ICLN | Buy | ISHARES TRgl clean ene etf | $622,180 | +12.3% | 31,455 | +12.7% | 0.13% | +5.6% |
BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $617,117 | +1.1% | 29,275 | +0.6% | 0.13% | -5.8% |
HSIC | HENRY SCHEIN INC | $601,358 | +2.1% | 7,375 | 0.0% | 0.13% | -4.5% | |
CARR | Sell | CARRIER GLOBAL CORPORATION | $515,008 | +10.8% | 11,257 | -0.1% | 0.11% | +3.8% |
T | Buy | AT&T INC | $505,213 | +32.9% | 26,245 | +27.1% | 0.11% | +24.4% |
BMY | BRISTOL-MYERS SQUIBB CO | $496,537 | -3.7% | 7,164 | 0.0% | 0.10% | -10.3% | |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $493,231 | +14.6% | 7,720 | +4.9% | 0.10% | +7.2% |
RGA | REINSURANCE GRP OF AMERICA I | $489,453 | -6.6% | 3,687 | 0.0% | 0.10% | -12.7% | |
V | Buy | VISA INC | $488,347 | +90.2% | 2,166 | +75.2% | 0.10% | +77.6% |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $475,359 | +27.4% | 4,699 | +23.7% | 0.10% | +20.2% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $442,236 | -2.7% | 3,416 | +2.1% | 0.09% | -8.7% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $443,118 | +5.5% | 9,161 | -1.6% | 0.09% | -1.1% |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $441,337 | +37.1% | 7,973 | +25.5% | 0.09% | +27.4% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $439,619 | +73.5% | 9,131 | +62.1% | 0.09% | +63.2% |
IWO | Sell | ISHARES TRrus 2000 grw etf | $391,719 | +3.6% | 1,727 | -2.0% | 0.08% | -2.4% |
BMEZ | New | BLACKROCK HEALTH SCIENCS TR | $352,615 | – | 21,102 | +100.0% | 0.08% | – |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $343,069 | +33.9% | 890 | +11.0% | 0.07% | +25.9% |
USB | Buy | US BANCORP DEL | $345,504 | -1.8% | 9,584 | +18.7% | 0.07% | -8.8% |
ITW | Buy | ILLINOIS TOOL WKS INC | $343,022 | +73.2% | 1,409 | +56.7% | 0.07% | +62.2% |
RY | ROYAL BK CDA SUSTAINABL | $334,817 | +1.7% | 3,503 | 0.0% | 0.07% | -4.1% | |
TFI | Buy | SPDR SER TRnuveen blmbrg mu | $337,104 | +5.6% | 7,200 | +2.9% | 0.07% | -1.4% |
CAT | Buy | CATERPILLAR INC | $328,844 | +140.8% | 1,437 | +152.1% | 0.07% | +125.8% |
EZM | WISDOMTREE TRus midcap fund | $322,515 | +2.3% | 6,484 | 0.0% | 0.07% | -4.2% | |
SCHF | SCHWAB STRATEGIC TRintl eqty etf | $307,006 | +8.0% | 8,822 | 0.0% | 0.06% | +1.6% | |
EFG | ISHARES TReafe grwth etf | $308,603 | +11.8% | 3,295 | 0.0% | 0.06% | +4.8% | |
XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $302,043 | -2.1% | 8,081 | -3.3% | 0.06% | -8.6% |
IWX | ISHARES TRrus tp200 vl etf | $299,460 | +0.2% | 4,600 | 0.0% | 0.06% | -7.4% | |
DE | Buy | DEERE & CO | $288,314 | -3.5% | 699 | +0.3% | 0.06% | -10.3% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $277,825 | -31.7% | 5,514 | -31.7% | 0.06% | -35.9% |
PFF | Sell | ISHARES TRpfd and incm sec | $280,512 | -30.4% | 8,985 | -31.9% | 0.06% | -35.2% |
SNA | Sell | SNAP ON INC | $276,517 | +0.2% | 1,120 | -7.3% | 0.06% | -6.5% |
ICF | Sell | ISHARES TRcohen steer reit | $274,840 | -0.7% | 4,949 | -2.0% | 0.06% | -7.9% |
PSX | Buy | PHILLIPS 66 | $273,422 | +18.1% | 2,697 | +21.3% | 0.06% | +11.5% |
PYPL | Sell | PAYPAL HLDGS INC | $270,803 | +1.4% | 3,566 | -4.9% | 0.06% | -5.0% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $267,193 | +3.7% | 3,537 | +1.1% | 0.06% | -3.4% |
SLB | SCHLUMBERGER LTD | $260,967 | -8.2% | 5,315 | 0.0% | 0.06% | -14.1% | |
GPC | GENUINE PARTS CO | $256,152 | -3.6% | 1,531 | 0.0% | 0.05% | -10.0% | |
NVO | NOVO-NORDISK A Sadr | $255,420 | +17.6% | 1,605 | 0.0% | 0.05% | +10.2% | |
VXF | VANGUARD INDEX FDSextend mkt etf | $251,659 | +5.5% | 1,795 | 0.0% | 0.05% | -1.9% | |
QQQ | INVESCO QQQ TRunit ser 1 | $247,671 | +20.5% | 772 | 0.0% | 0.05% | +13.0% | |
OTIS | Buy | OTIS WORLDWIDE CORP | $246,955 | +8.0% | 2,926 | +0.2% | 0.05% | 0.0% |
RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $243,415 | +13.6% | 882 | 0.0% | 0.05% | +6.2% | |
VDE | VANGUARD WORLD FDSenergy etf | $239,883 | -5.8% | 2,100 | 0.0% | 0.05% | -12.1% | |
MAR | Sell | MARRIOTT INTL INC NEWcl a | $241,589 | +1.1% | 1,455 | -9.3% | 0.05% | -5.6% |
TXN | Buy | TEXAS INSTRS INC | $229,165 | +383.3% | 1,232 | +329.3% | 0.05% | +336.4% |
LULU | LULULEMON ATHLETICA INC | $226,162 | +13.7% | 621 | 0.0% | 0.05% | +6.7% | |
VTI | VANGUARD INDEX FDStotal stk mkt | $227,196 | +6.8% | 1,114 | 0.0% | 0.05% | 0.0% | |
YUM | YUM BRANDS INC | $220,574 | +3.1% | 1,670 | 0.0% | 0.05% | -2.1% | |
INTC | Sell | INTEL CORP | $223,627 | +22.2% | 6,845 | -1.1% | 0.05% | +14.6% |
UNH | UNITEDHEALTH GROUP INC | $211,248 | -10.9% | 447 | 0.0% | 0.04% | -16.7% | |
VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $208,584 | -9.9% | 3,778 | -15.6% | 0.04% | -15.4% |
SBUX | Buy | STARBUCKS CORP | $206,308 | +5.5% | 1,982 | +0.5% | 0.04% | 0.0% |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $206,512 | +3.6% | 451 | 0.0% | 0.04% | -2.2% | |
BIV | Sell | VANGUARD BD INDEX FDSintermed term | $205,393 | +2.0% | 2,677 | -1.2% | 0.04% | -6.5% |
EEM | Sell | ISHARES TRmsci emg mkt etf | $196,335 | -9.5% | 4,976 | -13.1% | 0.04% | -14.3% |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $200,376 | -15.4% | 2,413 | -16.0% | 0.04% | -22.2% |
FDX | Buy | FEDEX CORP | $196,502 | +215.1% | 860 | +138.9% | 0.04% | +200.0% |
D | Buy | DOMINION ENERGY INC | $197,531 | +41.1% | 3,533 | +54.8% | 0.04% | +31.2% |
CMI | Buy | CUMMINS INC | $192,538 | +140.8% | 806 | +144.2% | 0.04% | +127.8% |
IWN | ISHARES TRrus 2000 val etf | $194,466 | -1.2% | 1,420 | 0.0% | 0.04% | -8.9% | |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $191,133 | +8.3% | 5,601 | +4.6% | 0.04% | 0.0% |
IYY | ISHARES TRdow jones us etf | $182,928 | +7.1% | 1,828 | 0.0% | 0.04% | 0.0% | |
DD | Buy | DUPONT DE NEMOURS INC | $183,576 | +4.7% | 2,558 | +0.1% | 0.04% | -2.5% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $179,880 | -1.1% | 4,290 | -4.5% | 0.04% | -7.3% |
SLV | Buy | ISHARES SILVER TRishares | $178,111 | +169.6% | 8,052 | +168.4% | 0.04% | +153.3% |
GENERAL ELECTRIC CO | $177,313 | +14.1% | 1,855 | 0.0% | 0.04% | +5.7% | ||
DOW | DOW INC | $176,247 | +8.8% | 3,215 | 0.0% | 0.04% | 0.0% | |
PNC | Buy | PNC FINL SVCS GROUP INC | $170,187 | +5030.8% | 1,339 | +6276.2% | 0.04% | +3500.0% |
TSLA | Buy | TESLA INC | $169,503 | +188.8% | 818 | +71.5% | 0.04% | +176.9% |
PM | PHILIP MORRIS INTL INC | $163,186 | -3.9% | 1,678 | 0.0% | 0.04% | -7.9% | |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $165,974 | +26.5% | 1,615 | +24.0% | 0.04% | +16.7% |
IGE | Buy | ISHARES TRnorth amern nat | $165,612 | -3.4% | 4,229 | +0.2% | 0.04% | -10.3% |
CVS | Buy | CVS HEALTH CORP | $164,003 | +762.7% | 2,207 | +981.9% | 0.04% | +775.0% |
VIS | VANGUARD WORLD FDSindustrial etf | $161,172 | +4.3% | 846 | 0.0% | 0.03% | -2.9% | |
SYY | SYSCO CORP | $154,460 | +1.0% | 2,000 | 0.0% | 0.03% | -5.7% | |
KMI | Buy | KINDER MORGAN INC DEL | $155,052 | +64.9% | 8,855 | +70.2% | 0.03% | +57.1% |
NOC | NORTHROP GRUMMAN CORP | $144,519 | -15.4% | 313 | 0.0% | 0.03% | -20.5% | |
IWR | ISHARES TRrus mid cap etf | $140,959 | +3.7% | 2,016 | 0.0% | 0.03% | -3.2% | |
ILCG | ISHARES TRmorningstar grwt | $143,933 | +13.7% | 2,600 | 0.0% | 0.03% | +3.4% | |
KMB | Buy | KIMBERLY-CLARK CORP | $139,858 | +42.9% | 1,042 | +44.5% | 0.03% | +36.4% |
VDC | VANGUARD WORLD FDSconsum stp etf | $137,593 | +1.0% | 711 | 0.0% | 0.03% | -6.5% | |
MO | ALTRIA GROUP INC | $137,787 | -2.4% | 3,088 | 0.0% | 0.03% | -9.4% | |
ADI | New | ANALOG DEVICES INC | $134,505 | – | 682 | +100.0% | 0.03% | – |
IJS | Buy | ISHARES TRsp smcp600vl etf | $128,848 | +19.1% | 1,377 | +16.2% | 0.03% | +12.5% |
VTV | VANGUARD INDEX FDSvalue etf | $128,167 | -1.6% | 928 | 0.0% | 0.03% | -6.9% | |
PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $128,655 | +3.9% | 782 | 0.0% | 0.03% | -3.6% | |
HSY | New | HERSHEY CO | $122,626 | – | 482 | +100.0% | 0.03% | – |
CTVA | CORTEVA INC | $123,817 | +2.6% | 2,053 | 0.0% | 0.03% | -3.7% | |
WDFC | WD 40 CO | $122,855 | +10.4% | 690 | 0.0% | 0.03% | +4.0% | |
GS | Buy | GOLDMAN SACHS GROUP INC | $119,880 | -4.6% | 367 | +0.3% | 0.02% | -10.7% |
BKNG | BOOKING HOLDINGS INC | $116,707 | +31.6% | 44 | 0.0% | 0.02% | +25.0% | |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $111,366 | +41.6% | 528 | +36.8% | 0.02% | +33.3% |
PLD | PROLOGIS INC. | $114,040 | +10.7% | 914 | 0.0% | 0.02% | +4.3% | |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $113,359 | -13.0% | 1,482 | -14.4% | 0.02% | -17.2% |
DGRW | WISDOMTREE TRus qtly div grt | $113,335 | +3.3% | 1,818 | 0.0% | 0.02% | -4.0% | |
UCBI | UNITED CMNTY BKS BLAIRSVLE G | $114,646 | -16.8% | 4,077 | 0.0% | 0.02% | -22.6% | |
VMC | VULCAN MATLS CO | $115,289 | -2.0% | 672 | 0.0% | 0.02% | -11.1% | |
NVS | Buy | NOVARTIS AGsponsored adr | $114,908 | +636.4% | 1,249 | +626.2% | 0.02% | +500.0% |
SJM | Buy | SMUCKER J M CO | $108,428 | +584.3% | 689 | +589.0% | 0.02% | +475.0% |
PCAR | Buy | PACCAR INC | $107,458 | +10.9% | 1,468 | +49.9% | 0.02% | +4.5% |
APD | Buy | AIR PRODS & CHEMS INC | $107,704 | +659.5% | 375 | +715.2% | 0.02% | +666.7% |
BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $107,100 | +62.9% | 4,200 | +31.2% | 0.02% | +53.3% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $110,175 | +1.9% | 1,003 | +0.2% | 0.02% | -4.2% |
TSCO | TRACTOR SUPPLY CO | $105,768 | +4.5% | 450 | 0.0% | 0.02% | -4.3% | |
NUE | Sell | NUCOR CORP | $102,241 | +1.8% | 662 | -13.1% | 0.02% | -4.3% |
QCOM | QUALCOMM INC | $105,509 | +16.0% | 827 | 0.0% | 0.02% | +4.8% | |
AMAT | APPLIED MATLS INC | $104,529 | +26.1% | 851 | 0.0% | 0.02% | +15.8% | |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $102,691 | +16.0% | 1,005 | 0.0% | 0.02% | +10.0% | |
FLRN | SPDR SER TRbloomberg invt | $98,763 | +0.1% | 3,246 | 0.0% | 0.02% | -4.5% | |
FLO | FLOWERS FOODS INC | $100,732 | -4.6% | 3,675 | 0.0% | 0.02% | -12.5% | |
IEMG | Buy | ISHARES INCcore msci emkt | $100,438 | +251.1% | 2,059 | +235.9% | 0.02% | +250.0% |
DXCM | DEXCOM INC | $100,845 | +2.6% | 868 | 0.0% | 0.02% | -4.5% | |
LRFC | LOGAN RIDGE FINANCE CORP | $98,364 | -7.0% | 4,729 | 0.0% | 0.02% | -12.5% | |
VPU | VANGUARD WORLD FDSutilities etf | $95,888 | -3.8% | 650 | 0.0% | 0.02% | -13.0% | |
ATO | ATMOS ENERGY CORP | $93,821 | +0.3% | 835 | 0.0% | 0.02% | -4.8% | |
EES | Buy | WISDOMTREE TRus smallcap fund | $96,165 | +4.1% | 2,225 | +2.5% | 0.02% | -4.8% |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $94,957 | -7.0% | 1,423 | -16.3% | 0.02% | -13.0% |
KR | Buy | KROGER CO | $95,383 | +246.2% | 1,932 | +212.6% | 0.02% | +233.3% |
New | WORLD GOLD TRspdr gld minis | $92,613 | – | 2,368 | +100.0% | 0.02% | – | |
BP | BP PLCsponsored adr | $91,246 | +8.6% | 2,405 | 0.0% | 0.02% | 0.0% | |
ECL | ECOLAB INC | $90,380 | +13.7% | 546 | 0.0% | 0.02% | +5.6% | |
SHELL PLCspon ads | $90,971 | +1.0% | 1,581 | 0.0% | 0.02% | -5.0% | ||
LDOS | LEIDOS HOLDINGS INC | $92,060 | -12.5% | 1,000 | 0.0% | 0.02% | -20.8% | |
SNY | New | SANOFIsponsored adr | $84,624 | – | 1,555 | +100.0% | 0.02% | – |
AMD | Sell | ADVANCED MICRO DEVICES INC | $84,289 | +22.8% | 860 | -18.9% | 0.02% | +12.5% |
IGSB | Buy | ISHARES TR | $85,185 | +1.9% | 1,686 | +0.5% | 0.02% | -5.3% |
LMT | LOCKHEED MARTIN CORP | $85,092 | -2.8% | 180 | 0.0% | 0.02% | -10.0% | |
VLO | New | VALERO ENERGY CORP | $84,040 | – | 602 | +100.0% | 0.02% | – |
EWA | ISHARES INCmsci aust etf | $83,329 | +3.2% | 3,633 | 0.0% | 0.02% | 0.0% | |
NEAR | ISHARES U S ETF TRblackrock st mat | $79,827 | +0.7% | 1,610 | 0.0% | 0.02% | -5.6% | |
VFH | VANGUARD WORLD FDSfinancials etf | $79,059 | -5.8% | 1,015 | 0.0% | 0.02% | -10.5% | |
AMP | AMERIPRISE FINL INC | $78,158 | -1.6% | 255 | 0.0% | 0.02% | -5.6% | |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $81,287 | +25.7% | 1,101 | +22.3% | 0.02% | +13.3% |
DHR | Buy | DANAHER CORPORATION | $73,344 | +3.9% | 291 | +9.4% | 0.02% | 0.0% |
MKC | Sell | MCCORMICK & CO INC | $75,722 | -2.8% | 910 | -3.2% | 0.02% | -11.1% |
BA | BOEING CO | $70,102 | +11.5% | 330 | 0.0% | 0.02% | +7.1% | |
BR | BROADRIDGE FINL SOLUTIONS IN | $72,260 | +9.3% | 493 | 0.0% | 0.02% | 0.0% | |
IBDT | Buy | ISHARES TRibds dec28 etf | $72,326 | +644.4% | 2,900 | +625.0% | 0.02% | +650.0% |
UTG | REAVES UTIL INCOME FD | $70,950 | +0.4% | 2,500 | 0.0% | 0.02% | -6.2% | |
STIP | ISHARES TR0-5 yr tips etf | $69,461 | +2.3% | 700 | 0.0% | 0.02% | 0.0% | |
ANET | ARISTA NETWORKS INC | $73,187 | +38.3% | 436 | 0.0% | 0.02% | +25.0% | |
FTS | New | FORTIS INC | $68,601 | – | 1,613 | +100.0% | 0.02% | – |
QDEF | FLEXSHARES TRqlt div def idx | $72,893 | +2.9% | 1,377 | 0.0% | 0.02% | -6.2% | |
EPD | ENTERPRISE PRODS PARTNERS L | $69,542 | +7.4% | 2,685 | 0.0% | 0.02% | 0.0% | |
MDB | MONGODB INCcl a | $70,636 | +18.4% | 303 | 0.0% | 0.02% | +15.4% | |
BFS | SAUL CTRS INC | $66,300 | -4.1% | 1,700 | 0.0% | 0.01% | -12.5% | |
ALL | Buy | ALLSTATE CORP | $68,259 | -12.6% | 616 | +6.9% | 0.01% | -22.2% |
SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $65,844 | – | 900 | +100.0% | 0.01% | – |
PYZ | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $60,826 | +7.5% | 716 | 0.0% | 0.01% | 0.0% | |
PPG | PPG INDS INC | $60,913 | +6.2% | 456 | 0.0% | 0.01% | 0.0% | |
BAX | Sell | BAXTER INTL INC | $59,666 | -22.6% | 1,472 | -2.8% | 0.01% | -23.5% |
MRNA | Buy | MODERNA INC | $61,432 | +71.0% | 400 | +100.0% | 0.01% | +62.5% |
EXEL | EXELIXIS INC | $58,230 | +21.0% | 3,000 | 0.0% | 0.01% | +9.1% | |
TMO | THERMO FISHER SCIENTIFIC INC | $56,485 | +4.7% | 98 | 0.0% | 0.01% | 0.0% | |
AME | AMETEK INC | $58,132 | +4.0% | 400 | 0.0% | 0.01% | -7.7% | |
EMR | EMERSON ELEC CO | $55,944 | -9.3% | 642 | 0.0% | 0.01% | -14.3% | |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $55,982 | +20.1% | 859 | +2.4% | 0.01% | +9.1% |
ISCG | ISHARES TRmrgstr sm cp gr | $54,966 | +8.2% | 1,410 | 0.0% | 0.01% | +9.1% | |
WFCPRL | New | WELLS FARGO CO NEWperp pfd cnv a | $55,284 | – | 47 | +100.0% | 0.01% | – |
BK | Sell | BANK NEW YORK MELLON CORP | $55,574 | -29.1% | 1,223 | -29.0% | 0.01% | -33.3% |
FISV | Buy | FISERV INC | $49,734 | +46.9% | 440 | +31.3% | 0.01% | +37.5% |
TGT | TARGET CORP | $50,849 | +11.1% | 307 | 0.0% | 0.01% | +10.0% | |
New | GE HEALTHCARE TECHNOLOGIES I | $50,285 | – | 614 | +100.0% | 0.01% | – | |
RWR | SPDR SER TRdj reit etf | $50,339 | +1.9% | 567 | 0.0% | 0.01% | 0.0% | |
UL | Buy | UNILEVER PLCspon adr new | $51,100 | +1591.5% | 984 | +1540.0% | 0.01% | +1000.0% |
TIP | Buy | ISHARES TRtips bd etf | $50,054 | +22.1% | 454 | +17.9% | 0.01% | +22.2% |
VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $49,759 | +1.2% | 850 | 0.0% | 0.01% | 0.0% | |
BACPRL | BANK AMERICA CORP7.25%cnv pfd l | $52,550 | +0.7% | 45 | 0.0% | 0.01% | -8.3% | |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $52,058 | +104.8% | 750 | +100.0% | 0.01% | +83.3% |
SLYV | SPDR SER TRs&p 600 smcp val | $46,927 | +2.6% | 616 | 0.0% | 0.01% | 0.0% | |
DAL | DELTA AIR LINES INC DEL | $46,200 | +6.3% | 1,323 | 0.0% | 0.01% | 0.0% | |
ILMN | ILLUMINA INC | $46,510 | +15.0% | 200 | 0.0% | 0.01% | +11.1% | |
VTEB | VANGUARD MUN BD FDStax exempt bd | $47,368 | +2.4% | 935 | 0.0% | 0.01% | 0.0% | |
New | DIMENSIONAL ETF TRUSTinternatnal val | $46,347 | – | 1,438 | +100.0% | 0.01% | – | |
BFB | BROWN FORMAN CORPcl b | $46,082 | -2.1% | 717 | 0.0% | 0.01% | -9.1% | |
IYM | Buy | ISHARES TRu.s. bas mtl etf | $49,135 | +131.0% | 371 | +117.0% | 0.01% | +100.0% |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $47,700 | +24.0% | 150 | 0.0% | 0.01% | +11.1% | |
GIS | GENERAL MLS INC | $41,021 | +1.9% | 480 | 0.0% | 0.01% | 0.0% | |
DKS | DICKS SPORTING GOODS INC | $44,131 | +18.0% | 312 | 0.0% | 0.01% | +12.5% | |
FVD | FIRST TR VALUE LINE DIVID IN | $42,168 | +0.6% | 1,050 | 0.0% | 0.01% | 0.0% | |
EOG | EOG RES INC | $41,267 | -11.5% | 360 | 0.0% | 0.01% | -18.2% | |
ULTA | ULTA BEAUTY INC | $43,654 | +16.3% | 80 | 0.0% | 0.01% | +12.5% | |
ISCV | ISHARES TRmrning sm cp etf | $43,821 | +0.2% | 840 | 0.0% | 0.01% | -10.0% | |
WEC | New | WEC ENERGY GROUP INC | $40,381 | – | 426 | +100.0% | 0.01% | – |
IDU | ISHARES TRu.s. utilits etf | $43,275 | -3.2% | 517 | 0.0% | 0.01% | -10.0% | |
SIVR | New | ABRDN SILVER ETF TRUST | $40,212 | – | 1,740 | +100.0% | 0.01% | – |
ROK | New | ROCKWELL AUTOMATION INC | $41,377 | – | 141 | +100.0% | 0.01% | – |
MNKD | MANNKIND CORP | $43,569 | -22.2% | 10,627 | 0.0% | 0.01% | -30.8% | |
BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $40,524 | +9.0% | 1,200 | 0.0% | 0.01% | +12.5% | |
SCHO | SCHWAB STRATEGIC TRsht tm us tres | $38,740 | +1.1% | 794 | 0.0% | 0.01% | -11.1% | |
DXPE | DXP ENTERPRISES INC | $37,688 | -2.3% | 1,400 | 0.0% | 0.01% | -11.1% | |
NPO | ENPRO INDS INC | $35,635 | -4.4% | 343 | 0.0% | 0.01% | 0.0% | |
FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $38,318 | -3.2% | 850 | 0.0% | 0.01% | -11.1% | |
F | FORD MTR CO DEL | $38,052 | +8.3% | 3,020 | 0.0% | 0.01% | 0.0% | |
INTU | INTUIT | $39,679 | +14.5% | 89 | 0.0% | 0.01% | 0.0% | |
IWV | ISHARES TRrussell 3000 etf | $38,843 | +6.7% | 165 | 0.0% | 0.01% | 0.0% | |
SUB | ISHARES TRshrt nat mun etf | $36,324 | +0.4% | 347 | 0.0% | 0.01% | 0.0% | |
LOB | LIVE OAK BANCSHARES INC | $38,992 | -19.3% | 1,600 | 0.0% | 0.01% | -27.3% | |
MPC | MARATHON PETE CORP | $35,596 | +15.8% | 264 | 0.0% | 0.01% | +14.3% | |
SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $36,893 | +6.8% | 771 | 0.0% | 0.01% | 0.0% | |
SYK | STRYKER CORPORATION | $39,966 | +16.8% | 140 | 0.0% | 0.01% | 0.0% | |
VHT | New | VANGUARD WORLD FDShealth car etf | $35,531 | – | 149 | +100.0% | 0.01% | – |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $39,808 | +97.2% | 210 | +90.9% | 0.01% | +60.0% |
XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $32,331 | -2.0% | 617 | 0.0% | 0.01% | 0.0% | |
Sell | WARNER BROS DISCOVERY INC | $34,866 | +55.0% | 2,309 | -2.7% | 0.01% | +40.0% | |
ANTM | ELEVANCE HEALTH INC | $32,187 | -10.4% | 70 | 0.0% | 0.01% | -12.5% | |
RJF | RAYMOND JAMES FINL INC | $33,514 | -12.7% | 360 | 0.0% | 0.01% | -22.2% | |
SLF | SUN LIFE FINANCIAL INC. | $32,457 | +0.6% | 695 | 0.0% | 0.01% | 0.0% | |
AYI | ACUITY BRANDS INC | $33,623 | +10.3% | 184 | 0.0% | 0.01% | 0.0% | |
MDLZ | MONDELEZ INTL INCcl a | $31,793 | +4.6% | 456 | 0.0% | 0.01% | 0.0% | |
YUMC | YUM CHINA HLDGS INC | $32,329 | +16.0% | 510 | 0.0% | 0.01% | +16.7% | |
IEX | IDEX CORP | $34,655 | +1.2% | 150 | 0.0% | 0.01% | -12.5% | |
ZTS | ZOETIS INCcl a | $27,463 | +13.6% | 165 | 0.0% | 0.01% | +20.0% | |
DBC | New | INVESCO DB COMMDY INDX TRCKunit | $27,895 | – | 1,175 | +100.0% | 0.01% | – |
PNFP | PINNACLE FINL PARTNERS INC | $30,449 | -24.8% | 552 | 0.0% | 0.01% | -33.3% | |
Sell | EMBECTA CORP | $26,789 | +9.6% | 953 | -1.4% | 0.01% | 0.0% | |
DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $30,622 | +0.9% | 93 | +1.1% | 0.01% | -14.3% |
MDT | Buy | MEDTRONIC PLC | $28,217 | +263.1% | 350 | +250.0% | 0.01% | +200.0% |
GPN | GLOBAL PMTS INC | $29,152 | +6.0% | 277 | 0.0% | 0.01% | 0.0% | |
MU | MICRON TECHNOLOGY INC | $27,153 | +20.7% | 450 | 0.0% | 0.01% | +20.0% | |
IAU | Buy | ISHARES GOLD TRishares new | $28,476 | +9.5% | 762 | +1.3% | 0.01% | 0.0% |
WPC | WP CAREY INC | $30,671 | -0.9% | 396 | 0.0% | 0.01% | -14.3% | |
ACN | ACCENTURE PLC IRELAND | $28,581 | +7.1% | 100 | 0.0% | 0.01% | 0.0% | |
IWS | ISHARES TRrus mdcp val etf | $26,338 | +0.8% | 248 | 0.0% | 0.01% | 0.0% | |
PBA | PEMBINA PIPELINE CORP | $29,646 | -4.6% | 915 | 0.0% | 0.01% | -14.3% | |
IONS | IONIS PHARMACEUTICALS INC | $21,444 | -5.4% | 600 | 0.0% | 0.01% | 0.0% | |
CMCSA | COMCAST CORP NEWcl a | $24,452 | +8.4% | 645 | 0.0% | 0.01% | 0.0% | |
HDV | ISHARES TRcore high dv etf | $23,789 | -2.5% | 234 | 0.0% | 0.01% | -16.7% | |
HBAN | New | HUNTINGTON BANCSHARES INC | $21,997 | – | 1,964 | +100.0% | 0.01% | – |
IBHE | Buy | ISHARES TRibonds 25 trm hg | $22,910 | +154.4% | 1,000 | +150.0% | 0.01% | +150.0% |
IBHD | Buy | ISHARES TRibonds 24 trm hg | $25,443 | +180.1% | 1,100 | +175.0% | 0.01% | +150.0% |
JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $24,104 | – | 479 | +100.0% | 0.01% | – |
HACK | ETF MANAGERS TRprime cybr scrty | $21,519 | +8.6% | 450 | 0.0% | 0.01% | +25.0% | |
AGG | ISHARES TRcore us aggbd et | $22,619 | +2.7% | 227 | 0.0% | 0.01% | 0.0% | |
ITOT | ISHARES TRcore s&p ttl stk | $23,725 | +6.8% | 262 | 0.0% | 0.01% | 0.0% | |
NOW | SERVICENOW INC | $23,236 | +19.7% | 50 | 0.0% | 0.01% | +25.0% | |
EWCO | INVESCO EXCHANGE TRADED FD Ts&p 500a eql | $25,364 | +9.1% | 925 | 0.0% | 0.01% | 0.0% | |
AIZ | ASSURANT INC | $21,733 | -4.0% | 181 | 0.0% | 0.01% | 0.0% | |
MBB | Sell | ISHARES TRmbs etf | $23,683 | -3.6% | 250 | -5.7% | 0.01% | -16.7% |
TRV | TRAVELERS COMPANIES INC | $23,655 | -8.6% | 138 | 0.0% | 0.01% | -16.7% | |
SDY | Sell | SPDR SER TRs&p divid etf | $24,619 | -34.2% | 199 | -33.4% | 0.01% | -37.5% |
ADBE | ADOBE SYSTEMS INCORPORATED | $24,664 | +14.5% | 64 | 0.0% | 0.01% | 0.0% | |
TROW | New | PRICE T ROWE GROUP INC | $22,919 | – | 203 | +100.0% | 0.01% | – |
LNC | LINCOLN NATL CORP IND | $19,145 | -26.9% | 852 | 0.0% | 0.00% | -33.3% | |
LEA | LEAR CORP | $18,134 | +12.5% | 130 | 0.0% | 0.00% | 0.0% | |
JBHT | HUNT J B TRANS SVCS INC | $20,178 | +0.6% | 115 | 0.0% | 0.00% | -20.0% | |
SKT | TANGER FACTORY OUTLET CTRS I | $20,200 | +9.4% | 1,029 | 0.0% | 0.00% | 0.0% | |
CB | Buy | CHUBB LIMITED | $19,224 | -11.1% | 99 | +1.0% | 0.00% | -20.0% |
BUG | GLOBAL X FDScybrscurty etf | $21,105 | +13.0% | 900 | 0.0% | 0.00% | 0.0% | |
C | CITIGROUP INC | $17,004 | +3.7% | 363 | 0.0% | 0.00% | 0.0% | |
PRK | PARK NATL CORP | $18,260 | -15.8% | 154 | 0.0% | 0.00% | -20.0% | |
GLW | Buy | CORNING INC | $19,510 | +10.7% | 553 | +0.2% | 0.00% | 0.0% |
MCK | Buy | MCKESSON CORP | $21,007 | +9.8% | 59 | +15.7% | 0.00% | 0.0% |
EL | LAUDER ESTEE COS INCcl a | $18,731 | -0.7% | 76 | 0.0% | 0.00% | 0.0% | |
SON | SONOCO PRODS CO | $18,300 | +0.5% | 300 | 0.0% | 0.00% | 0.0% | |
SBAC | SBA COMMUNICATIONS CORP NEWcl a | $13,576 | -6.9% | 52 | 0.0% | 0.00% | 0.0% | |
IWB | ISHARES TRrus 1000 etf | $14,640 | +7.0% | 65 | 0.0% | 0.00% | 0.0% | |
RXI | ISHARES TRglb cns disc etf | $14,517 | +15.2% | 100 | 0.0% | 0.00% | 0.0% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $15,709 | +2.1% | 213 | 0.0% | 0.00% | 0.0% | |
XEL | Sell | XCEL ENERGY INC | $15,512 | -14.9% | 230 | -11.5% | 0.00% | -25.0% |
RSG | REPUBLIC SVCS INC | $15,956 | +4.8% | 118 | 0.0% | 0.00% | 0.0% | |
RF | REGIONS FINANCIAL CORP NEW | $13,920 | -13.9% | 750 | 0.0% | 0.00% | -25.0% | |
KRC | KILROY RLTY CORP | $12,960 | -16.2% | 400 | 0.0% | 0.00% | 0.0% | |
GSK PLCsponsored adr | $12,952 | +1.3% | 364 | 0.0% | 0.00% | 0.0% | ||
CI | THE CIGNA GROUP | $12,777 | -22.9% | 50 | 0.0% | 0.00% | -25.0% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $12,966 | +2.9% | 90 | 0.0% | 0.00% | 0.0% | |
CCEP | COCA-COLA EUROPACIFIC PARTNE | $13,022 | +7.0% | 220 | 0.0% | 0.00% | 0.0% | |
FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $14,697 | +7.6% | 470 | 0.0% | 0.00% | 0.0% | |
VTRS | Buy | VIATRIS INC | $12,987 | -7.7% | 1,350 | +6.8% | 0.00% | 0.0% |
LHX | L3HARRIS TECHNOLOGIES INC | $12,756 | -5.7% | 65 | 0.0% | 0.00% | 0.0% | |
URI | UNITED RENTALS INC | $15,831 | +11.4% | 40 | 0.0% | 0.00% | 0.0% | |
SMOG | VANECK ETF TRUSTlow carbn energy | $13,367 | +9.6% | 110 | 0.0% | 0.00% | 0.0% | |
IWD | ISHARES TRrus 1000 val etf | $12,181 | +0.4% | 80 | 0.0% | 0.00% | 0.0% | |
FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $14,933 | +20.0% | 101 | 0.0% | 0.00% | 0.0% | |
FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $13,979 | -1.1% | 130 | 0.0% | 0.00% | 0.0% | |
IYF | ISHARES TRu.s. finls etf | $15,367 | -5.7% | 216 | 0.0% | 0.00% | -25.0% | |
LRCX | LAM RESEARCH CORP | $13,253 | +26.1% | 25 | 0.0% | 0.00% | +50.0% | |
VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $13,317 | +3.5% | 166 | 0.0% | 0.00% | 0.0% | |
GD | GENERAL DYNAMICS CORP | $16,432 | -8.0% | 72 | 0.0% | 0.00% | -25.0% | |
TMUS | T-MOBILE US INC | $12,457 | +3.5% | 86 | 0.0% | 0.00% | 0.0% | |
VAC | MARRIOTT VACATIONS WORLDWIDE | $15,509 | +0.2% | 115 | 0.0% | 0.00% | -25.0% | |
OGN | Buy | ORGANON & CO | $13,854 | -10.8% | 589 | +5.9% | 0.00% | -25.0% |
MS | MORGAN STANLEY | $9,132 | +3.3% | 104 | 0.0% | 0.00% | 0.0% | |
CHD | Buy | CHURCH & DWIGHT CO INC | $9,726 | +80.1% | 110 | +64.2% | 0.00% | +100.0% |
UHT | New | UNIVERSAL HEALTH RLTY INCOMEsh ben int | $9,622 | – | 200 | +100.0% | 0.00% | – |
VYM | VANGUARD WHITEHALL FDShigh div yld | $8,018 | -2.5% | 76 | 0.0% | 0.00% | 0.0% | |
ANSS | ANSYS INC | $7,655 | +37.8% | 23 | 0.0% | 0.00% | +100.0% | |
RWL | New | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $7,610 | – | 100 | +100.0% | 0.00% | – |
APH | AMPHENOL CORP NEWcl a | $9,480 | +7.3% | 116 | 0.0% | 0.00% | 0.0% | |
RWK | New | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $8,428 | – | 93 | +100.0% | 0.00% | – |
AMT | AMERICAN TOWER CORP NEW | $8,787 | -3.5% | 43 | 0.0% | 0.00% | 0.0% | |
PDM | PIEDMONT OFFICE REALTY TR IN | $7,797 | -20.4% | 1,068 | 0.0% | 0.00% | 0.0% | |
EPS | New | WISDOMTREE TRus largecap fund | $9,575 | – | 219 | +100.0% | 0.00% | – |
XPEL | XPEL INC | $10,193 | +13.1% | 150 | 0.0% | 0.00% | 0.0% | |
JCI | JOHNSON CTLS INTL PLC | $8,010 | -5.9% | 133 | 0.0% | 0.00% | 0.0% | |
CHKP | New | CHECK POINT SOFTWARE TECH LTord | $8,190 | – | 63 | +100.0% | 0.00% | – |
ISRG | INTUITIVE SURGICAL INC | $9,964 | -3.7% | 39 | 0.0% | 0.00% | 0.0% | |
IDXX | IDEXX LABS INC | $11,002 | +22.6% | 22 | 0.0% | 0.00% | 0.0% | |
Buy | RIVIAN AUTOMOTIVE INC | $7,493 | +10.2% | 484 | +31.2% | 0.00% | 0.0% | |
ESGU | ISHARES TResg awr msci usa | $8,865 | +6.7% | 98 | 0.0% | 0.00% | 0.0% | |
ROP | ROPER TECHNOLOGIES INC | $7,492 | +2.0% | 17 | 0.0% | 0.00% | 0.0% | |
HEP | HOLLY ENERGY PARTNERS L P | $10,422 | -4.1% | 600 | 0.0% | 0.00% | 0.0% | |
IGIB | ISHARES TR | $10,256 | +3.6% | 200 | 0.0% | 0.00% | 0.0% | |
KRE | SPDR SER TRs&p regl bkg | $10,878 | -25.3% | 248 | 0.0% | 0.00% | -33.3% | |
GM | Buy | GENERAL MTRS CO | $9,134 | +453.9% | 250 | +400.0% | 0.00% | – |
SPSM | Buy | SPDR SER TRportfolio s&p600 | $11,073 | +14.9% | 294 | +12.6% | 0.00% | 0.0% |
GVI | New | ISHARES TRintrm gov cr etf | $11,494 | – | 110 | +100.0% | 0.00% | – |
FDUS | FIDUS INVT CORP | $7,876 | +0.2% | 413 | 0.0% | 0.00% | 0.0% | |
MSI | MOTOROLA SOLUTIONS INC | $10,587 | +11.0% | 37 | 0.0% | 0.00% | 0.0% | |
EXC | EXELON CORP | $10,473 | -3.1% | 250 | 0.0% | 0.00% | 0.0% | |
SIRI | SIRIUS XM HOLDINGS INC | $10,275 | -32.0% | 2,588 | 0.0% | 0.00% | -33.3% | |
TRI | THOMSON REUTERS CORP. | $8,458 | +14.1% | 65 | 0.0% | 0.00% | 0.0% | |
TOWN | Buy | TOWNEBANK PORTSMOUTH VA | $9,787 | -12.9% | 368 | +0.8% | 0.00% | -33.3% |
TM | TOYOTA MOTOR CORPads | $7,227 | +3.7% | 51 | 0.0% | 0.00% | 0.0% | |
G | GENPACT LIMITED | $5,732 | -0.2% | 124 | 0.0% | 0.00% | 0.0% | |
PRU | PRUDENTIAL FINL INC | $4,965 | -16.8% | 60 | 0.0% | 0.00% | 0.0% | |
ARKK | Sell | ARK ETF TRinnovation etf | $4,640 | -76.0% | 115 | -81.4% | 0.00% | -75.0% |
PGR | PROGRESSIVE CORP | $4,292 | +10.3% | 30 | 0.0% | 0.00% | 0.0% | |
IXUS | ISHARES TRcore msci total | $4,862 | +7.0% | 79 | 0.0% | 0.00% | 0.0% | |
XME | SPDR SER TRs&p metals mng | $2,658 | +6.7% | 50 | 0.0% | 0.00% | 0.0% | |
MMC | MARSH & MCLENNAN COS INC | $4,997 | +0.6% | 30 | 0.0% | 0.00% | 0.0% | |
GILD | GILEAD SCIENCES INC | $5,808 | -3.4% | 70 | 0.0% | 0.00% | 0.0% | |
ABNB | New | AIRBNB INC | $2,488 | – | 20 | +100.0% | 0.00% | – |
ALLY | ALLY FINL INC | $2,549 | +4.3% | 100 | 0.0% | 0.00% | 0.0% | |
EFV | ISHARES TReafe value etf | $3,737 | +5.8% | 77 | 0.0% | 0.00% | 0.0% | |
WM | WASTE MGMT INC DEL | $5,059 | +4.0% | 31 | 0.0% | 0.00% | 0.0% | |
MET | METLIFE INC | $4,056 | -19.9% | 70 | 0.0% | 0.00% | 0.0% | |
XRAY | DENTSPLY SIRONA INC | $2,750 | +23.4% | 70 | 0.0% | 0.00% | 0.0% | |
FCX | FREEPORT-MCMORAN INCcl b | $5,032 | +7.7% | 123 | 0.0% | 0.00% | 0.0% | |
FTV | Buy | FORTIVE CORP | $6,886 | +21.8% | 101 | +14.8% | 0.00% | 0.0% |
SAR | SARATOGA INVT CORP | $6,093 | -0.8% | 241 | 0.0% | 0.00% | 0.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $2,504 | +5.5% | 7 | 0.0% | 0.00% | 0.0% | |
FLT | FLEETCOR TECHNOLOGIES INC | $5,061 | +14.8% | 24 | 0.0% | 0.00% | 0.0% | |
FSR | FISKER INC | $4,176 | -15.5% | 680 | 0.0% | 0.00% | 0.0% | |
AMR | ALPHA METALLURGICAL RESOUR I | $3,744 | +6.5% | 24 | 0.0% | 0.00% | 0.0% | |
KBWB | INVESCO EXCH TRADED FD TR IIkbw bk etf | $4,197 | -18.7% | 100 | 0.0% | 0.00% | 0.0% | |
SKYY | FIRST TR EXCHANGE TRADED FD | $6,423 | +16.1% | 96 | 0.0% | 0.00% | 0.0% | |
AAL | AMERICAN AIRLS GROUP INC | $5,871 | +16.0% | 398 | 0.0% | 0.00% | 0.0% | |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $3,935 | +19.2% | 60 | +20.0% | 0.00% | 0.0% |
RWJ | New | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $3,365 | – | 30 | +100.0% | 0.00% | – |
MGM | MGM RESORTS INTERNATIONAL | $3,909 | +32.5% | 88 | 0.0% | 0.00% | 0.0% | |
ALV | AUTOLIV INC | $4,668 | +21.9% | 50 | 0.0% | 0.00% | 0.0% | |
LEG | LEGGETT & PLATT INC | $3,985 | -1.1% | 125 | 0.0% | 0.00% | 0.0% | |
FHN | FIRST HORIZON CORPORATION | $6,561 | -27.4% | 369 | 0.0% | 0.00% | -50.0% | |
FBNC | FIRST BANCORP N C | $6,216 | -17.1% | 175 | 0.0% | 0.00% | -50.0% | |
UI | UBIQUITI INC | $6,793 | -0.7% | 25 | 0.0% | 0.00% | -50.0% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $3,218 | -0.9% | 24 | 0.0% | 0.00% | 0.0% | |
IBB | ISHARES TRishares biotech | $2,584 | -1.6% | 20 | 0.0% | 0.00% | 0.0% | |
IQLT | ISHARES TRmsci intl qualty | $2,648 | +9.0% | 75 | 0.0% | 0.00% | 0.0% | |
XT | ISHARES TRexponential tech | $2,583 | +11.3% | 49 | 0.0% | 0.00% | 0.0% | |
NFG | NATIONAL FUEL GAS CO | $2,887 | -8.8% | 50 | 0.0% | 0.00% | 0.0% | |
UAA | UNDER ARMOUR INCcl a | $5,694 | -6.6% | 600 | 0.0% | 0.00% | 0.0% | |
ILCB | ISHARES TRmorningstr us eq | $2,708 | +7.2% | 48 | 0.0% | 0.00% | 0.0% | |
ESPR | ESPERION THERAPEUTICS INC NE | $3,975 | -74.5% | 2,500 | 0.0% | 0.00% | -75.0% | |
EPAC | ENERPAC TOOL GROUP CORP | $2,856 | +0.2% | 112 | 0.0% | 0.00% | 0.0% | |
GOLD | BARRICK GOLD CORP | $5,571 | +8.1% | 300 | 0.0% | 0.00% | 0.0% | |
UA | UNDER ARMOUR INCcl c | $5,153 | -4.4% | 604 | 0.0% | 0.00% | 0.0% | |
VAW | VANGUARD WORLD FDSmaterials etf | $6,935 | +4.5% | 39 | 0.0% | 0.00% | -50.0% | |
NMFC | NEW MTN FIN CORP | $3,651 | -1.6% | 300 | 0.0% | 0.00% | 0.0% | |
NEE | NEXTERA ENERGY INC | $5,321 | -7.8% | 70 | 0.0% | 0.00% | 0.0% | |
Sell | SOLID POWER INC | $6,610 | -81.2% | 2,196 | -84.1% | 0.00% | -87.5% | |
KYNDRYL HLDGS INC | $3,838 | +32.7% | 260 | 0.0% | 0.00% | 0.0% | ||
EW | EDWARDS LIFESCIENCES CORP | $5,709 | +10.9% | 69 | 0.0% | 0.00% | 0.0% | |
ETV | EATON VANCE TAX-MANAGED BUY- | $5,052 | +2.9% | 400 | 0.0% | 0.00% | 0.0% | |
TLT | New | ISHARES TR20 yr tr bd etf | $2,766 | – | 26 | +100.0% | 0.00% | – |
LYV | LIVE NATION ENTERTAINMENT IN | $4,060 | +0.4% | 58 | 0.0% | 0.00% | 0.0% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $2,816 | -17.4% | 800 | 0.0% | 0.00% | 0.0% | |
KHC | KRAFT HEINZ CO | $4,293 | -5.0% | 111 | 0.0% | 0.00% | 0.0% | |
AVGO | BROADCOM INC | $4,491 | +14.7% | 7 | 0.0% | 0.00% | 0.0% | |
BIPC | BROOKFIELD INFRASTRUCTURE CO | $6,909 | +18.4% | 150 | 0.0% | 0.00% | 0.0% | |
CF | CF INDS HLDGS INC | $3,625 | -14.9% | 50 | 0.0% | 0.00% | 0.0% | |
IEO | ISHARES TRus oil gs ex etf | $3,862 | -7.6% | 45 | 0.0% | 0.00% | 0.0% | |
OXY | OCCIDENTAL PETE CORP | $4,683 | -0.9% | 75 | 0.0% | 0.00% | 0.0% | |
DLTH | DULUTH HLDGS INC | $6,049 | +3.2% | 948 | 0.0% | 0.00% | 0.0% | |
DOV | DOVER CORP | $6,838 | +12.2% | 45 | 0.0% | 0.00% | 0.0% | |
DLTR | DOLLAR TREE INC | $5,312 | +1.5% | 37 | 0.0% | 0.00% | 0.0% | |
TXT | TEXTRON INC | $7,063 | -0.2% | 100 | 0.0% | 0.00% | -50.0% | |
DOCU | DOCUSIGN INC | $2,915 | +5.2% | 50 | 0.0% | 0.00% | 0.0% | |
KXI | ISHARES TRglb cnsm stp etf | $3,717 | +3.9% | 60 | 0.0% | 0.00% | 0.0% | |
REZI | RESIDEO TECHNOLOGIES INC | $2,377 | +11.1% | 130 | 0.0% | 0.00% | – | |
JACOBS SOLUTIONS INC | $5,876 | -2.1% | 50 | 0.0% | 0.00% | 0.0% | ||
CONSTELLATION ENERGY CORP | $6,516 | -8.9% | 83 | 0.0% | 0.00% | -50.0% | ||
IBML | ISHARES TRibonds dec2023 | $4,756 | +0.3% | 187 | 0.0% | 0.00% | 0.0% | |
IYZ | ISHARES TR | $3,474 | +3.2% | 150 | 0.0% | 0.00% | 0.0% | |
RS | RELIANCE STEEL & ALUMINUM CO | $2,568 | +26.8% | 10 | 0.0% | 0.00% | – | |
TEL | TE CONNECTIVITY LTD | $4,591 | +14.3% | 35 | 0.0% | 0.00% | 0.0% | |
ALC | ALCON AG | $2,399 | +2.9% | 34 | 0.0% | 0.00% | 0.0% | |
CMBS | New | ISHARES TRcmbs etf | $3,049 | – | 66 | +100.0% | 0.00% | – |
NET | CLOUDFLARE INC | $2,467 | +36.4% | 40 | 0.0% | 0.00% | – | |
HAS | HASBRO INC | $3,437 | -12.0% | 64 | 0.0% | 0.00% | 0.0% | |
HALEON PLCspon ads | $3,704 | +1.8% | 455 | 0.0% | 0.00% | 0.0% | ||
RWO | SPDR INDEX SHS FDSdj glb rl es etf | $6,216 | +0.6% | 151 | 0.0% | 0.00% | 0.0% | |
NCLH | NORWEGIAN CRUISE LINE HLDG L | $4,035 | +9.9% | 300 | 0.0% | 0.00% | 0.0% | |
ZIMVIE INC | $8 | -20.0% | 1 | 0.0% | 0.00% | – | ||
COMT | ISHARES U S ETF TRgsci cmdty stgy | $1,866 | -4.1% | 69 | 0.0% | 0.00% | – | |
IETC | ISHARES U S ETF TRu.s. tech indepd | $378 | +15.6% | 8 | 0.0% | 0.00% | – | |
BMBL | Exit | BUMBLE INC | $0 | – | -5 | -100.0% | 0.00% | – |
LUCID GROUP INC | $724 | +17.7% | 90 | 0.0% | 0.00% | – | ||
LITE | LUMENTUM HLDGS INC | $109 | +3.8% | 2 | 0.0% | 0.00% | – | |
IHI | ISHARES TRu.s. med dvc etf | $1,944 | +2.7% | 36 | 0.0% | 0.00% | – | |
BNTX | Exit | BIONTECH SEsponsored ads | $0 | – | -5 | -100.0% | 0.00% | – |
ITA | ISHARES TRus aer def etf | $576 | +2.9% | 5 | 0.0% | 0.00% | – | |
USIG | ISHARES TRusd inv grde etf | $152 | +2.7% | 3 | 0.0% | 0.00% | – | |
USRT | ISHARES TRcre u s reit etf | $2,067 | +1.9% | 41 | 0.0% | 0.00% | – | |
NIO | Sell | NIO INCspon ads | $95 | -30.7% | 9 | -35.7% | 0.00% | – |
NOV | NOV INC | $2,314 | -11.4% | 125 | 0.0% | 0.00% | -100.0% | |
IYG | ISHARES TRu.s. fin svc etf | $1,510 | -4.2% | 10 | 0.0% | 0.00% | – | |
NOK | NOKIA CORPsponsored adr | $580 | +5.8% | 118 | 0.0% | 0.00% | – | |
JWN | NORDSTROM INC | $163 | +0.6% | 10 | 0.0% | 0.00% | – | |
IYR | ISHARES TRu.s. real es etf | $595 | +0.8% | 7 | 0.0% | 0.00% | – | |
DNOW | NOW INC | $346 | -12.2% | 31 | 0.0% | 0.00% | – | |
JPS | NUVEEN PFD & INCOME SECS FD | $102 | -4.7% | 16 | 0.0% | 0.00% | – | |
NUSC | NUSHARES ETF TRnuveen esg smlcp | $850 | +3.5% | 24 | 0.0% | 0.00% | – | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $369 | -0.8% | 9 | 0.0% | 0.00% | – | |
PJT | PJT PARTNERS INC | $2,311 | -2.0% | 32 | 0.0% | 0.00% | -100.0% | |
COWZ | New | PACER FDS TRus cash cows 100 | $939 | – | 20 | +100.0% | 0.00% | – |
PENN | Sell | PENN ENTERTAINMENT INC | $1,750 | -7.9% | 59 | -7.8% | 0.00% | – |
SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $85 | -3.4% | 2 | 0.0% | 0.00% | – | |
MINT | New | PIMCO ETF TRenhan shrt ma ac | $397 | – | 4 | +100.0% | 0.00% | – |
PIPR | PIPER SANDLER COMPANIES | $1,387 | +6.5% | 10 | 0.0% | 0.00% | – | |
PLUG | New | PLUG POWER INC | $340 | – | 29 | +100.0% | 0.00% | – |
QRVO | QORVO INC | $305 | +12.1% | 3 | 0.0% | 0.00% | – | |
RIGL | RIGEL PHARMACEUTICALS INC | $1,980 | -12.0% | 1,500 | 0.0% | 0.00% | -100.0% | |
HPE | HEWLETT PACKARD ENTERPRISE C | $33 | 0.0% | 3 | 0.0% | 0.00% | – | |
GPRO | GOPRO INCcl a | $1,006 | +1.0% | 200 | 0.0% | 0.00% | – | |
XSD | SPDR SER TRs&p semicndctr | $2,087 | +24.7% | 10 | 0.0% | 0.00% | – | |
GTX | GARRETT MOTION INC | $16 | 0.0% | 2 | 0.0% | 0.00% | – | |
FTNT | FORTINET INC | $333 | +35.9% | 5 | 0.0% | 0.00% | – | |
SCHW | New | SCHWAB CHARLES CORP | $53 | – | 1 | +100.0% | 0.00% | – |
HERO | Exit | GLOBAL X FDSvdeo gam esprt | $0 | – | -5 | -100.0% | 0.00% | – |
FSLR | FIRST SOLAR INC | $435 | +45.0% | 2 | 0.0% | 0.00% | – | |
FRC | New | FIRST REP BK SAN FRANCISCO C | $840 | – | 60 | +100.0% | 0.00% | – |
FDHY | FIDELITY COVINGTON TRUSThigh yild etf | $10 | 0.0% | 1 | 0.0% | 0.00% | – | |
FBCG | FIDELITY COVINGTON TRUSTblue chip grwth | $24 | +20.0% | 1 | 0.0% | 0.00% | – | |
FMAG | FIDELITY COVINGTON TRUSTfidelity magelan | $23 | +9.5% | 2 | 0.0% | 0.00% | – | |
FIDELITY COVINGTON TRUSTcrypto ind & dig | $9 | +50.0% | 1 | 0.0% | 0.00% | – | ||
FIDELITY COVINGTON TRUSTmetaverse etf | $7 | +16.7% | 1 | 0.0% | 0.00% | – | ||
EPIX | ESSA PHARMA INC | $1,782 | +17.9% | 600 | 0.0% | 0.00% | – | |
EA | ELECTRONIC ARTS INC | $1,325 | -1.4% | 11 | 0.0% | 0.00% | – | |
SOFI | SOFI TECHNOLOGIES INC | $1,821 | +31.7% | 300 | 0.0% | 0.00% | – | |
LUV | Buy | SOUTHWEST AIRLS CO | $99 | -2.9% | 4 | +33.3% | 0.00% | – |
SAVE | SPIRIT AIRLS INC | $1,717 | -11.9% | 100 | 0.0% | 0.00% | – | |
ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -24 | -100.0% | 0.00% | – |
JETS | Sell | ETF SER SOLUTIONSus glb jets | $57 | -74.4% | 4 | -71.4% | 0.00% | – |
DIGITAL WORLD ACQUISITION CO | $914 | -6.3% | 65 | 0.0% | 0.00% | – | ||
DEO | DIAGEO PLCspon adr new | $1,812 | +1.7% | 10 | 0.0% | 0.00% | – | |
DELL | DELL TECHNOLOGIES INCcl c | $443 | 0.0% | 12 | 0.0% | 0.00% | – | |
UNIT | UNITI GROUP INC | $18 | -35.7% | 5 | 0.0% | 0.00% | – | |
CC | CHEMOURS CO | $480 | -2.0% | 16 | 0.0% | 0.00% | – | |
GDX | VANECK ETF TRUSTgold miners etf | $1,877 | +12.9% | 58 | 0.0% | 0.00% | – | |
CCL | CARNIVAL CORP | $609 | +25.8% | 60 | 0.0% | 0.00% | – | |
COF | Buy | CAPITAL ONE FINL CORP | $2,212 | +296.4% | 23 | +283.3% | 0.00% | – |
CGC | Sell | CANOPY GROWTH CORP | $1,904 | -24.6% | 1,088 | -0.5% | 0.00% | -100.0% |
ELY | TOPGOLF CALLAWAY BRANDS CORP | $195 | +9.6% | 9 | 0.0% | 0.00% | – | |
BHF | BRIGHTHOUSE FINL INC | $265 | -14.0% | 6 | 0.0% | 0.00% | – | |
ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -4 | -100.0% | 0.00% | – |
BOXED INC | $19 | -5.0% | 100 | 0.0% | 0.00% | – | ||
BDJ | BLACKROCK ENHANCED EQUITY DI | $86 | -5.5% | 10 | 0.0% | 0.00% | – | |
AULT ALLIANCE INC | $575 | -14.7% | 5,500 | 0.0% | 0.00% | – | ||
BZUN | BAOZUN INCsponsored adr | $602 | +13.6% | 100 | 0.0% | 0.00% | – | |
BRC INC | $514 | -15.9% | 100 | 0.0% | 0.00% | – | ||
ACB | AURORA CANNABIS INC | $3 | -25.0% | 5 | 0.0% | 0.00% | – | |
MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -15 | -100.0% | 0.00% | – |
AMYT | AMRYT PHARMA PLCsponsored ads | $59 | +96.7% | 4 | 0.0% | 0.00% | – | |
BLOK | AMPLIFY ETF TRblockchain ldr | $97 | +27.6% | 5 | 0.0% | 0.00% | – | |
VIAV | VIAVI SOLUTIONS INC | $130 | +2.4% | 12 | 0.0% | 0.00% | – | |
VMW | VMWARE INC | $500 | +1.6% | 4 | 0.0% | 0.00% | – | |
VNT | Buy | VONTIER CORPORATION | $356 | +129.7% | 13 | +62.5% | 0.00% | – |
AEO | AMERICAN EAGLE OUTFITTERS IN | $135 | -3.6% | 10 | 0.0% | 0.00% | – | |
WAB | WABTEC | $203 | +1.5% | 2 | 0.0% | 0.00% | – | |
WBA | New | WALGREENS BOOTS ALLIANCE INC | $1,833 | – | 53 | +100.0% | 0.00% | – |
ALLBIRDS INC | $453 | -50.4% | 377 | 0.0% | 0.00% | – | ||
WEN | WENDYS CO | $327 | -3.8% | 15 | 0.0% | 0.00% | – | |
WMB | WILLIAMS COS INC | $866 | -9.3% | 29 | 0.0% | 0.00% | – | |
ASIX | ADVANSIX INC | $498 | +0.6% | 13 | 0.0% | 0.00% | – | |
MSOS | ADVISORSHARES TRpure us cannabis | $6 | -25.0% | 2 | 0.0% | 0.00% | – | |
WW | WW INTL INC | $824 | +6.7% | 200 | 0.0% | 0.00% | – | |
ATVI | New | ACTIVISION BLIZZARD INC | $86 | – | 1 | +100.0% | 0.00% | – |
ASTS | AST SPACEMOBILE INC | $2,337 | +5.4% | 460 | 0.0% | 0.00% | -100.0% | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $1,292 | +1.3% | 10 | 0.0% | 0.00% | – | |
BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $95 | +23.4% | 3 | 0.0% | 0.00% | – | |
New | JOBY AVIATION INC | $39 | – | 9 | +100.0% | 0.00% | – | |
NVT | NVENT ELECTRIC PLC | $816 | +11.6% | 19 | 0.0% | 0.00% | – | |
PNR | PENTAIR PLC | $1,051 | +22.9% | 19 | 0.0% | 0.00% | – | |
OBSV | Buy | OBSEVA SA | $1,424 | +51.0% | 13,000 | +100.0% | 0.00% | – |
FVRR | FIVERR INTL LTD | $1,048 | +19.8% | 30 | 0.0% | 0.00% | – | |
RCL | ROYAL CARIBBEAN GROUP | $2,286 | +32.1% | 35 | 0.0% | 0.00% | – | |
RIOT | Exit | RIOT BLOCKCHAIN INC | $0 | – | -5 | -100.0% | 0.00% | – |
ALK | Exit | ALASKA AIR GROUP INC | $0 | – | -10 | -100.0% | 0.00% | – |
SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -7 | -100.0% | 0.00% | – |
ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -21 | -100.0% | 0.00% | – |
MP | Exit | MP MATERIALS CORP | $0 | – | -10 | -100.0% | 0.00% | – |
ARKF | Exit | ARK ETF TRfintech innova | $0 | – | -6 | -100.0% | 0.00% | – |
SPTS | Exit | SPDR SER TRportfolio sh tsr | $0 | – | -189 | -100.0% | -0.00% | – |
MTB | Exit | M & T BK CORP | $0 | – | -26 | -100.0% | -0.00% | – |
MAXR | Exit | MAXAR TECHNOLOGIES INC | $0 | – | -2,000 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-08
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.