$473 Million is the total value of Laurel Wealth Advisors LLC's 593 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 5.6% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $24,259,654 | -7.9% | 156,132 | -3.7% | 5.13% | -2.7% |
AAPL | Sell | APPLE INC | $23,534,169 | -14.7% | 137,458 | -3.3% | 4.98% | -9.9% |
MSFT | Sell | MICROSOFT CORP | $19,117,597 | -10.0% | 60,547 | -3.0% | 4.04% | -5.0% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $15,944,310 | +2.6% | 30 | 0.0% | 3.37% | +8.4% | |
TFLO | Buy | ISHARES TRtrs flt rt bd | $13,963,070 | +4.2% | 275,189 | +4.0% | 2.95% | +10.0% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $11,508,120 | +5.9% | 87,943 | -3.2% | 2.43% | +11.8% |
IJR | Sell | ISHARES TRcore s&p scp etf | $10,226,899 | -7.4% | 108,417 | -2.2% | 2.16% | -2.2% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $9,821,971 | -2.3% | 24,809 | -2.9% | 2.08% | +3.2% |
LLY | Sell | ELI LILLY & CO | $9,751,916 | +4.8% | 18,156 | -8.5% | 2.06% | +10.7% |
SGOV | Buy | ISHARES TR0-3 mnth treasry | $9,634,251 | +9.5% | 95,702 | +9.4% | 2.04% | +15.7% |
JPM | Sell | JPMORGAN CHASE & CO | $9,026,744 | -5.1% | 62,245 | -4.8% | 1.91% | +0.2% |
JNJ | Sell | JOHNSON & JOHNSON | $8,991,706 | -10.4% | 57,732 | -4.8% | 1.90% | -5.4% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $8,938,873 | -14.9% | 20,911 | -11.7% | 1.89% | -10.1% |
HD | Sell | HOME DEPOT INC | $8,751,770 | -6.1% | 28,965 | -3.4% | 1.85% | -0.8% |
NVDA | Sell | NVIDIA CORPORATION | $8,426,159 | -7.0% | 19,371 | -9.6% | 1.78% | -1.8% |
DUK | Sell | DUKE ENERGY CORP NEW | $7,638,561 | -5.5% | 86,547 | -3.9% | 1.62% | -0.2% |
AMZN | Sell | AMAZON COM INC | $7,002,807 | -8.4% | 55,089 | -6.1% | 1.48% | -3.3% |
AMGN | Sell | AMGEN INC | $6,780,866 | +16.2% | 25,231 | -4.0% | 1.43% | +22.7% |
WMT | Sell | WALMART INC | $6,683,688 | -3.1% | 41,792 | -4.7% | 1.41% | +2.4% |
PG | Sell | PROCTER AND GAMBLE CO | $6,478,575 | -5.8% | 44,417 | -2.0% | 1.37% | -0.6% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $6,282,175 | -5.2% | 23,070 | -1.5% | 1.33% | +0.1% |
BAC | Sell | BANK AMERICA CORP | $6,158,029 | -7.0% | 224,910 | -2.5% | 1.30% | -1.7% |
Buy | WISDOMTREE TRfloatng rat trea | $5,974,595 | +10.7% | 118,732 | +10.7% | 1.26% | +16.9% | |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $5,866,237 | +1.4% | 16,747 | -1.3% | 1.24% | +7.1% |
CSCO | Sell | CISCO SYS INC | $5,632,431 | +0.5% | 104,770 | -3.2% | 1.19% | +6.1% |
IEFA | Buy | ISHARES TRcore msci eafe | $5,345,675 | -4.6% | 83,072 | +0.1% | 1.13% | +0.8% |
MCD | Sell | MCDONALDS CORP | $5,109,540 | -15.6% | 19,396 | -4.3% | 1.08% | -10.8% |
ABBV | Sell | ABBVIE INC | $4,970,184 | +4.1% | 33,344 | -5.9% | 1.05% | +9.9% |
KO | Sell | COCA COLA CO | $4,747,942 | -9.8% | 84,815 | -3.0% | 1.00% | -4.7% |
ABT | Sell | ABBOTT LABS | $4,444,212 | -14.8% | 45,888 | -4.1% | 0.94% | -10.0% |
CVX | Sell | CHEVRON CORP NEW | $4,213,715 | +2.5% | 24,990 | -4.4% | 0.89% | +8.3% |
PEP | Buy | PEPSICO INC | $4,165,064 | -8.2% | 24,582 | +0.3% | 0.88% | -3.1% |
FB | Sell | META PLATFORMS INCcl a | $3,864,825 | -1.0% | 12,874 | -5.4% | 0.82% | +4.5% |
SPY | Sell | SPDR S&P 500 ETF TRcall | $3,847,320 | -8.7% | 9,000 | -5.3% | 0.81% | -3.6% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $3,658,706 | +6.8% | 15,208 | -2.4% | 0.77% | +12.8% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $3,569,112 | -17.1% | 22,898 | -4.6% | 0.76% | -12.4% |
NKE | Sell | NIKE INCcl b | $3,469,984 | -15.6% | 36,290 | -2.6% | 0.73% | -10.8% |
ENB | Sell | ENBRIDGE INC | $3,410,702 | -17.4% | 101,691 | -8.6% | 0.72% | -12.8% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $3,332,656 | -10.2% | 100,472 | -8.7% | 0.70% | -5.1% |
HON | Sell | HONEYWELL INTL INC | $3,326,983 | -13.8% | 18,009 | -3.2% | 0.70% | -8.9% |
GOOG | Sell | ALPHABET INCcap stk cl c | $3,167,432 | +8.3% | 24,023 | -0.7% | 0.67% | +14.3% |
SO | Sell | SOUTHERN CO | $3,155,175 | -14.5% | 48,752 | -7.2% | 0.67% | -9.7% |
EFA | Sell | ISHARES TRmsci eafe etf | $3,031,621 | -22.2% | 43,988 | -18.1% | 0.64% | -17.8% |
IBDQ | Buy | ISHARES TRibonds dec25 etf | $2,997,462 | +2.4% | 122,998 | +2.4% | 0.63% | +8.2% |
CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $2,962,171 | -2.6% | 65,203 | -2.6% | 0.63% | +3.0% |
PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $2,960,756 | +5.5% | 93,047 | +442.5% | 0.63% | +11.4% |
XOM | Buy | EXXON MOBIL CORP | $2,925,434 | +12.0% | 24,881 | +2.2% | 0.62% | +18.4% |
IBDP | Sell | ISHARES TRibonds dec24 etf | $2,902,462 | +0.4% | 117,366 | -0.1% | 0.61% | +6.0% |
TJX | Sell | TJX COS INC NEW | $2,869,359 | +2.4% | 32,284 | -2.3% | 0.61% | +8.2% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,868,371 | +0.0% | 17,498 | +6.1% | 0.61% | +5.7% |
IBDO | Sell | ISHARES TRibonds dec23 etf | $2,762,009 | -9.7% | 108,912 | -9.9% | 0.58% | -4.6% |
IBDR | Buy | ISHARES TRibonds dec2026 | $2,696,173 | +5.2% | 115,542 | +5.8% | 0.57% | +11.1% |
BSCP | Sell | INVESCO EXCH TRD SLF IDX FD | $2,679,451 | -4.7% | 133,240 | -4.6% | 0.57% | +0.7% |
BDX | Sell | BECTON DICKINSON & CO | $2,658,707 | -4.3% | 10,284 | -2.3% | 0.56% | +0.9% |
CRM | Sell | SALESFORCE INC | $2,636,749 | -8.3% | 13,003 | -4.4% | 0.56% | -3.1% |
BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $2,546,287 | -4.6% | 123,188 | -5.0% | 0.54% | +0.9% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $2,519,654 | +26.5% | 31,119 | +26.7% | 0.53% | +33.6% |
IWM | Buy | ISHARES TRrussell 2000 etf | $2,358,419 | -2.6% | 13,344 | +3.2% | 0.50% | +2.9% |
UNP | Sell | UNION PAC CORP | $2,288,758 | -3.0% | 11,240 | -2.6% | 0.48% | +2.3% |
BSCQ | Sell | INVESCO EXCH TRD SLF IDX FD | $2,253,180 | -2.5% | 119,944 | -1.7% | 0.48% | +3.0% |
BSCR | Sell | INVESCO EXCH TRD SLF IDX FD | $2,236,852 | -7.5% | 119,395 | -6.1% | 0.47% | -2.3% |
DIS | Sell | DISNEY WALT CO | $2,227,923 | -16.2% | 27,489 | -7.7% | 0.47% | -11.6% |
SLQD | Buy | ISHARES TR0-5yr invt gr cp | $2,134,843 | +29.1% | 44,481 | +29.6% | 0.45% | +36.6% |
GLD | SPDR GOLD TR | $2,042,313 | -3.8% | 11,912 | 0.0% | 0.43% | +1.6% | |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $2,023,999 | -7.2% | 29,415 | +0.1% | 0.43% | -2.1% |
IBDS | Buy | ISHARES TRibonds 27 etf | $2,022,899 | +17.1% | 87,420 | +18.8% | 0.43% | +23.7% |
IVV | Buy | ISHARES TRcore s&p500 etf | $2,005,453 | -2.0% | 4,671 | +1.7% | 0.42% | +3.4% |
IYW | Sell | ISHARES TRu.s. tech etf | $1,962,126 | -14.1% | 18,702 | -10.9% | 0.42% | -9.2% |
RTX | Sell | RTX CORPORATION | $1,731,694 | -28.3% | 24,062 | -2.4% | 0.37% | -24.4% |
DG | Sell | DOLLAR GEN CORP NEW | $1,684,019 | -53.7% | 15,917 | -25.7% | 0.36% | -51.1% |
NFLX | Sell | NETFLIX INC | $1,675,034 | -23.1% | 4,436 | -10.3% | 0.35% | -18.8% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $1,663,717 | -20.4% | 51,334 | -8.6% | 0.35% | -15.8% |
GCOW | Buy | PACER FDS TRglobl cash etf | $1,616,750 | +3.8% | 49,685 | +5.7% | 0.34% | +9.6% |
PAVE | Buy | GLOBAL X FDSus infr dev etf | $1,600,966 | -1.7% | 52,698 | +1.7% | 0.34% | +4.0% |
TFC | Sell | TRUIST FINL CORP | $1,546,543 | -8.7% | 54,056 | -3.1% | 0.33% | -3.5% |
DVY | ISHARES TRselect divid etf | $1,519,498 | -5.0% | 14,117 | 0.0% | 0.32% | +0.3% | |
MMM | Sell | 3M CO | $1,513,368 | -18.6% | 16,165 | -12.9% | 0.32% | -14.0% |
SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,445,706 | -4.5% | 35,039 | +0.0% | 0.31% | +1.0% |
MUB | Sell | ISHARES TRnational mun etf | $1,437,371 | -12.6% | 14,018 | -9.0% | 0.30% | -7.6% |
VOO | Buy | VANGUARD INDEX FDS | $1,395,158 | -3.5% | 3,553 | +0.1% | 0.30% | +1.7% |
COP | Sell | CONOCOPHILLIPS | $1,289,130 | +6.8% | 10,761 | -7.6% | 0.27% | +12.8% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,256,750 | -8.7% | 21,327 | +1.4% | 0.27% | -3.6% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $1,246,724 | +6.2% | 12,221 | +12.6% | 0.26% | +12.3% |
IYH | Buy | ISHARES TRus hlthcare etf | $1,211,202 | -2.7% | 4,485 | +1.0% | 0.26% | +2.8% |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,187,729 | +21.1% | 7,096 | +6.3% | 0.25% | +28.1% |
CL | Sell | COLGATE PALMOLIVE CO | $1,130,054 | -18.5% | 15,892 | -11.7% | 0.24% | -14.0% |
SSB | Sell | SOUTHSTATE CORPORATION | $1,060,853 | +1.0% | 15,749 | -1.3% | 0.22% | +6.7% |
BLK | Sell | BLACKROCK INC | $1,053,003 | -11.8% | 1,629 | -5.7% | 0.22% | -6.7% |
XLC | Buy | SELECT SECTOR SPDR TR | $1,038,584 | +5.4% | 15,840 | +4.6% | 0.22% | +11.7% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $1,038,218 | -3.9% | 4,164 | +0.8% | 0.22% | +1.9% |
SYLD | Buy | CAMBRIA ETF TR | $1,027,495 | +19.4% | 16,610 | +18.1% | 0.22% | +26.2% |
IYJ | Sell | ISHARES TRus industrials | $1,025,043 | -9.4% | 10,160 | -4.7% | 0.22% | -4.0% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $1,010,762 | -5.1% | 3,800 | -1.8% | 0.21% | +0.5% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,004,569 | +3.5% | 7,161 | -1.3% | 0.21% | +9.3% |
ATRI | ATRION CORP | $982,519 | -27.0% | 2,378 | 0.0% | 0.21% | -22.7% | |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $977,769 | -2.0% | 6,074 | +3.4% | 0.21% | +3.5% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $967,344 | +4.5% | 10,702 | -6.1% | 0.20% | +10.8% |
LOW | Buy | LOWES COS INC | $938,404 | -7.3% | 4,516 | +0.7% | 0.20% | -2.5% |
IQV | Buy | IQVIA HLDGS INC | $926,693 | -11.5% | 4,710 | +1.1% | 0.20% | -6.7% |
ORCL | Sell | ORACLE CORP | $910,277 | -17.1% | 8,594 | -6.8% | 0.19% | -12.3% |
WFC | Sell | WELLS FARGO CO NEW | $878,509 | -7.4% | 21,501 | -3.3% | 0.19% | -2.1% |
IJK | ISHARES TRs&p mc 400gr etf | $875,385 | -3.7% | 12,118 | 0.0% | 0.18% | +1.6% | |
IVE | Sell | ISHARES TRs&p 500 val etf | $846,867 | -6.8% | 5,505 | -2.4% | 0.18% | -1.6% |
AXP | Sell | AMERICAN EXPRESS CO | $844,089 | -18.6% | 5,658 | -4.9% | 0.18% | -13.9% |
VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $824,560 | -6.1% | 18,860 | -0.8% | 0.17% | -1.1% |
XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $722,731 | -5.1% | 9,201 | +0.1% | 0.15% | +0.7% |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $711,801 | -12.1% | 15,055 | -11.8% | 0.15% | -6.8% |
COST | Sell | COSTCO WHSL CORP NEW | $693,550 | +0.8% | 1,228 | -3.9% | 0.15% | +6.5% |
AZO | AUTOZONE INC | $683,258 | +1.9% | 269 | 0.0% | 0.14% | +8.2% | |
NSC | NORFOLK SOUTHN CORP | $651,839 | -13.2% | 3,310 | 0.0% | 0.14% | -8.0% | |
MRK | Sell | MERCK & CO INC | $634,379 | -11.1% | 6,163 | -0.4% | 0.13% | -6.3% |
XLI | Buy | SELECT SECTOR SPDR TRindl | $634,557 | +18.1% | 6,260 | +25.0% | 0.13% | +24.1% |
FITB | FIFTH THIRD BANCORP | $606,578 | -3.4% | 23,947 | 0.0% | 0.13% | +1.6% | |
CARR | Sell | CARRIER GLOBAL CORPORATION | $598,755 | +8.4% | 10,847 | -2.3% | 0.13% | +14.4% |
PFE | Sell | PFIZER INC | $591,777 | -20.9% | 17,841 | -12.5% | 0.12% | -16.7% |
BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $545,611 | -4.9% | 25,700 | -5.2% | 0.12% | 0.0% |
HSIC | Sell | HENRY SCHEIN INC | $532,744 | -10.9% | 7,175 | -2.7% | 0.11% | -5.8% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $517,287 | -3.2% | 7,561 | -0.3% | 0.11% | +1.9% |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $511,532 | -0.5% | 8,630 | +2.4% | 0.11% | +4.9% |
V | Buy | VISA INC | $505,102 | -3.1% | 2,196 | +0.0% | 0.11% | +2.9% |
CCI | CROWN CASTLE INC | $495,582 | -19.2% | 5,385 | 0.0% | 0.10% | -14.6% | |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $481,514 | +2.8% | 9,581 | +6.6% | 0.10% | +8.5% |
RGA | Sell | REINSURANCE GRP OF AMERICA I | $457,684 | -10.0% | 3,153 | -14.0% | 0.10% | -4.9% |
ICLN | Buy | ISHARES TRgl clean ene etf | $456,218 | -18.1% | 31,205 | +3.1% | 0.10% | -14.3% |
MDT | Buy | MEDTRONIC PLC | $447,436 | +73.3% | 5,710 | +94.9% | 0.10% | +82.7% |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $406,948 | -3.0% | 3,161 | 0.0% | 0.09% | +2.4% | |
CAT | Sell | CATERPILLAR INC | $382,473 | +8.2% | 1,401 | -2.5% | 0.08% | +14.1% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $375,577 | -18.0% | 6,471 | -9.7% | 0.08% | -14.1% |
IWO | Sell | ISHARES TRrus 2000 grw etf | $368,279 | -10.3% | 1,643 | -2.9% | 0.08% | -4.9% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $355,516 | -6.1% | 7,026 | -2.8% | 0.08% | -1.3% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $352,665 | -10.4% | 850 | -4.5% | 0.08% | -5.1% |
IBDT | Buy | ISHARES TRibds dec28 etf | $349,637 | +392.1% | 14,550 | +401.7% | 0.07% | +428.6% |
XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $333,714 | +15.3% | 9,795 | +27.6% | 0.07% | +22.4% |
T | Sell | AT&T INC | $333,614 | -15.7% | 22,212 | -10.4% | 0.07% | -10.1% |
ITW | ILLINOIS TOOL WKS INC | $324,507 | -7.9% | 1,409 | 0.0% | 0.07% | -2.8% | |
PSX | PHILLIPS 66 | $324,045 | +26.0% | 2,697 | 0.0% | 0.07% | +32.7% | |
EZM | Sell | WISDOMTREE TRus midcap fund | $318,851 | -7.1% | 6,284 | -3.1% | 0.07% | -2.9% |
IWX | ISHARES TRrus tp200 vl etf | $300,702 | -3.1% | 4,600 | 0.0% | 0.06% | +3.2% | |
BMEZ | BLACKROCK HEALTH SCIENCES TE | $304,080 | -12.2% | 21,102 | 0.0% | 0.06% | -7.2% | |
NVO | Buy | NOVO-NORDISK A Sadr | $291,918 | +12.4% | 3,210 | +100.0% | 0.06% | +19.2% |
EFG | ISHARES TReafe grwth etf | $286,823 | -9.5% | 3,324 | 0.0% | 0.06% | -4.7% | |
MAR | MARRIOTT INTL INC NEWcl a | $285,995 | +7.0% | 1,455 | 0.0% | 0.06% | +11.1% | |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $277,248 | -2.9% | 774 | +0.1% | 0.06% | +3.5% |
USB | Sell | US BANCORP DEL | $277,209 | -12.5% | 8,385 | -12.5% | 0.06% | -6.3% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $268,286 | -0.3% | 3,640 | +1.5% | 0.06% | +5.6% |
PYPL | Sell | PAYPAL HLDGS INC | $269,852 | -13.8% | 4,616 | -1.6% | 0.06% | -9.5% |
SNA | Sell | SNAP ON INC | $267,813 | -14.4% | 1,050 | -3.2% | 0.06% | -9.5% |
VDE | VANGUARD WORLD FDSenergy etf | $266,154 | +12.3% | 2,100 | 0.0% | 0.06% | +19.1% | |
DE | Buy | DEERE & CO | $264,713 | -6.7% | 702 | +0.3% | 0.06% | -1.8% |
PFF | Sell | ISHARES TRpfd and incm sec | $258,838 | -4.7% | 8,585 | -2.3% | 0.06% | +1.9% |
VXF | VANGUARD INDEX FDSextend mkt etf | $257,278 | -3.7% | 1,795 | 0.0% | 0.05% | 0.0% | |
SLB | Sell | SCHLUMBERGER LTD | $247,192 | -3.0% | 4,240 | -18.3% | 0.05% | +2.0% |
RY | ROYAL BK CDA | $247,018 | -8.4% | 2,825 | 0.0% | 0.05% | -3.7% | |
ICF | ISHARES TRcohen steer reit | $245,388 | -9.7% | 4,893 | 0.0% | 0.05% | -3.7% | |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $239,962 | -4.6% | 7,066 | +0.2% | 0.05% | +2.0% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $233,477 | -3.5% | 1,100 | +0.1% | 0.05% | +2.1% |
UNH | UNITEDHEALTH GROUP INC | $225,373 | +4.9% | 447 | 0.0% | 0.05% | +11.6% | |
FDX | FEDEX CORP | $227,832 | +6.9% | 860 | 0.0% | 0.05% | +11.6% | |
GPC | GENUINE PARTS CO | $221,046 | -14.7% | 1,531 | 0.0% | 0.05% | -9.6% | |
INTC | Buy | INTEL CORP | $216,678 | +7.2% | 6,095 | +0.8% | 0.05% | +15.0% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $209,315 | -5.6% | 4,114 | -5.7% | 0.04% | 0.0% |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $205,964 | -4.6% | 452 | +0.2% | 0.04% | +2.3% |
Buy | GENERAL ELECTRIC CO | $207,395 | +1.8% | 1,877 | +1.1% | 0.04% | +7.3% | |
YUM | YUM BRANDS INC | $208,650 | -9.8% | 1,670 | 0.0% | 0.04% | -4.3% | |
OTIS | Sell | OTIS WORLDWIDE CORP | $209,529 | -11.9% | 2,609 | -2.3% | 0.04% | -8.3% |
DD | Buy | DUPONT DE NEMOURS INC | $209,067 | +10.0% | 2,803 | +5.3% | 0.04% | +15.8% |
VXUS | VANGUARD STAR FDSvg tl intl stk f | $202,199 | -4.6% | 3,778 | 0.0% | 0.04% | +2.4% | |
TFI | Sell | SPDR SER TRnuveen blmbrg mu | $201,020 | -39.5% | 4,600 | -36.1% | 0.04% | -35.8% |
RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $199,021 | -4.3% | 7,070 | +900.0% | 0.04% | 0.0% |
TXN | TEXAS INSTRS INC | $195,901 | -11.7% | 1,232 | 0.0% | 0.04% | -6.8% | |
IWN | ISHARES TRrus 2000 val etf | $192,380 | -3.7% | 1,420 | 0.0% | 0.04% | +2.5% | |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $195,252 | -3.4% | 2,701 | +0.5% | 0.04% | +2.5% |
TSLA | TESLA INC | $194,586 | -4.4% | 778 | 0.0% | 0.04% | 0.0% | |
IYY | ISHARES TRdow jones us etf | $190,990 | -3.6% | 1,828 | 0.0% | 0.04% | 0.0% | |
SBUX | Buy | STARBUCKS CORP | $182,888 | -7.3% | 2,004 | +0.6% | 0.04% | -2.5% |
IGE | ISHARES TRnorth amern nat | $174,182 | +7.1% | 4,189 | 0.0% | 0.04% | +12.1% | |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $168,930 | -15.9% | 5,033 | -13.8% | 0.04% | -10.0% |
VIS | VANGUARD WORLD FDSindustrial etf | $164,954 | -5.1% | 846 | 0.0% | 0.04% | 0.0% | |
SLV | ISHARES SILVER TRishares | $163,778 | -2.6% | 8,052 | 0.0% | 0.04% | +2.9% | |
DOW | DOW INC | $165,766 | -3.2% | 3,215 | 0.0% | 0.04% | +2.9% | |
LULU | Sell | LULULEMON ATHLETICA INC | $163,114 | -30.6% | 423 | -31.9% | 0.03% | -27.7% |
EEM | Sell | ISHARES TRmsci emg mkt etf | $155,618 | -9.3% | 4,101 | -5.5% | 0.03% | -2.9% |
D | DOMINION ENERGY INC | $157,820 | -13.7% | 3,533 | 0.0% | 0.03% | -10.8% | |
ILCG | ISHARES TRmorningstar grwt | $155,090 | -4.3% | 2,600 | 0.0% | 0.03% | +3.1% | |
PM | PHILIP MORRIS INTL INC | $155,350 | -5.2% | 1,678 | 0.0% | 0.03% | 0.0% | |
KMI | KINDER MORGAN INC DEL | $146,816 | -3.7% | 8,855 | 0.0% | 0.03% | 0.0% | |
WDFC | WD 40 CO | $140,236 | +7.7% | 690 | 0.0% | 0.03% | +15.4% | |
IWR | ISHARES TRrus mid cap etf | $139,608 | -5.2% | 2,016 | 0.0% | 0.03% | +3.4% | |
KMB | Buy | KIMBERLY-CLARK CORP | $142,229 | -1.1% | 1,177 | +13.0% | 0.03% | +3.4% |
VMC | Buy | VULCAN MATLS CO | $136,970 | -9.6% | 678 | +0.9% | 0.03% | -3.3% |
NOC | NORTHROP GRUMMAN CORP | $137,780 | -3.4% | 313 | 0.0% | 0.03% | 0.0% | |
BKNG | BOOKING HOLDINGS INC | $135,694 | +14.2% | 44 | 0.0% | 0.03% | +20.8% | |
GS | Buy | GOLDMAN SACHS GROUP INC | $132,518 | +20.1% | 410 | +19.5% | 0.03% | +27.3% |
UFPI | UFP INDUSTRIES INC | $131,687 | +5.5% | 1,286 | 0.0% | 0.03% | +12.0% | |
SYY | SYSCO CORP | $132,100 | -11.0% | 2,000 | 0.0% | 0.03% | -6.7% | |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $131,716 | -5.4% | 3,180 | 0.0% | 0.03% | 0.0% | |
BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $129,015 | +48.4% | 2,333 | +52.2% | 0.03% | +58.8% |
NVS | NOVARTIS AGsponsored adr | $127,224 | +0.9% | 1,249 | 0.0% | 0.03% | +8.0% | |
MO | Sell | ALTRIA GROUP INC | $126,066 | -9.9% | 2,998 | -2.9% | 0.03% | -3.6% |
EES | Buy | WISDOMTREE TRus smallcap fund | $129,161 | +11.9% | 2,985 | +15.9% | 0.03% | +17.4% |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $129,606 | -32.9% | 1,713 | -25.9% | 0.03% | -30.8% |
VDC | VANGUARD WORLD FDSconsum stp etf | $129,879 | -6.1% | 711 | 0.0% | 0.03% | -3.6% | |
PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $128,991 | -4.0% | 3,910 | +400.0% | 0.03% | 0.0% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $125,241 | -5.0% | 908 | -2.2% | 0.03% | 0.0% |
IJS | ISHARES TRsp smcp600vl etf | $122,832 | -6.2% | 1,377 | 0.0% | 0.03% | 0.0% | |
PCAR | PACCAR INC | $124,810 | +1.6% | 1,468 | 0.0% | 0.03% | +4.0% | |
ADI | ANALOG DEVICES INC | $119,412 | -10.1% | 682 | 0.0% | 0.02% | -7.4% | |
BP | Buy | BP PLCsponsored adr | $120,149 | +41.6% | 3,103 | +29.0% | 0.02% | +47.1% |
AMAT | APPLIED MATLS INC | $117,821 | -4.2% | 851 | 0.0% | 0.02% | 0.0% | |
IEMG | Sell | ISHARES INCcore msci emkt | $113,187 | -3.7% | 2,379 | -0.3% | 0.02% | 0.0% |
DGRW | WISDOMTREE TRus qtly div grt | $115,425 | -4.8% | 1,818 | 0.0% | 0.02% | 0.0% | |
BSV | VANGUARD BD INDEX FDSshort trm bond | $111,402 | -0.5% | 1,482 | 0.0% | 0.02% | +9.1% | |
IJT | ISHARES TRs&p sml 600 gwt | $110,089 | -4.6% | 1,004 | 0.0% | 0.02% | 0.0% | |
CTVA | CORTEVA INC | $105,032 | -10.7% | 2,053 | 0.0% | 0.02% | -8.3% | |
UCBI | UNITED CMNTY BKS BLAIRSVLE G | $103,597 | +1.7% | 4,077 | 0.0% | 0.02% | +10.0% | |
BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $104,195 | -13.7% | 4,215 | +0.4% | 0.02% | -8.3% |
MDB | MONGODB INCcl a | $104,796 | -15.8% | 303 | 0.0% | 0.02% | -12.0% | |
SHELL PLCspon ads | $101,785 | +6.6% | 1,581 | 0.0% | 0.02% | +15.8% | ||
IJJ | ISHARES TRs&p mc 400vl etf | $102,444 | -5.8% | 1,015 | 0.0% | 0.02% | 0.0% | |
NUE | NUCOR CORP | $103,485 | -4.7% | 662 | 0.0% | 0.02% | 0.0% | |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $98,914 | -14.9% | 475 | -10.0% | 0.02% | -8.7% |
LRFC | LOGAN RIDGE FINANCE CORP | $98,127 | +0.2% | 4,729 | 0.0% | 0.02% | +5.0% | |
PLD | Sell | PROLOGIS INC. | $97,174 | -13.3% | 866 | -5.3% | 0.02% | -4.5% |
FLRN | SPDR SER TRbloomberg invt | $99,704 | +0.1% | 3,246 | 0.0% | 0.02% | +5.0% | |
HSY | HERSHEY CO | $96,439 | -19.9% | 482 | 0.0% | 0.02% | -16.7% | |
AMD | ADVANCED MICRO DEVICES INC | $88,426 | -9.7% | 860 | 0.0% | 0.02% | -5.0% | |
TSCO | TRACTOR SUPPLY CO | $91,373 | -8.2% | 450 | 0.0% | 0.02% | -5.0% | |
LDOS | LEIDOS HOLDINGS INC | $92,160 | +4.2% | 1,000 | 0.0% | 0.02% | +5.6% | |
BR | BROADRIDGE FINL SOLUTIONS IN | $88,272 | +8.1% | 493 | 0.0% | 0.02% | +18.8% | |
ATO | ATMOS ENERGY CORP | $88,452 | -8.9% | 835 | 0.0% | 0.02% | 0.0% | |
QCOM | QUALCOMM INC | $91,847 | -6.7% | 827 | 0.0% | 0.02% | -5.0% | |
VLO | VALERO ENERGY CORP | $85,310 | +20.8% | 602 | 0.0% | 0.02% | +28.6% | |
ECL | ECOLAB INC | $84,023 | -9.3% | 496 | 0.0% | 0.02% | -5.3% | |
KR | KROGER CO | $86,457 | -4.8% | 1,932 | 0.0% | 0.02% | 0.0% | |
IGSB | Buy | ISHARES TR | $85,373 | +0.2% | 1,714 | +0.9% | 0.02% | +5.9% |
VPU | VANGUARD WORLD FDSutilities etf | $82,901 | -10.3% | 650 | 0.0% | 0.02% | -5.3% | |
WORLD GOLD TRspdr gld minis | $86,811 | -3.8% | 2,368 | 0.0% | 0.02% | 0.0% | ||
ANET | ARISTA NETWORKS INC | $80,194 | +13.5% | 436 | 0.0% | 0.02% | +21.4% | |
EWA | ISHARES INCmsci aust etf | $79,590 | -4.6% | 3,701 | 0.0% | 0.02% | 0.0% | |
VFH | VANGUARD WORLD FDSfinancials etf | $81,525 | -1.1% | 1,015 | 0.0% | 0.02% | 0.0% | |
DXCM | DEXCOM INC | $80,985 | -27.4% | 868 | 0.0% | 0.02% | -22.7% | |
FLO | FLOWERS FOODS INC | $81,512 | -10.9% | 3,675 | 0.0% | 0.02% | -5.6% | |
CMI | CUMMINS INC | $75,392 | -6.8% | 330 | 0.0% | 0.02% | 0.0% | |
LMT | Buy | LOCKHEED MARTIN CORP | $75,249 | -9.2% | 184 | +2.2% | 0.02% | -5.9% |
EPD | ENTERPRISE PRODS PARTNERS L | $73,489 | +3.9% | 2,685 | 0.0% | 0.02% | +14.3% | |
NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $75,684 | -5.4% | 1,517 | -5.8% | 0.02% | 0.0% |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $73,729 | -12.9% | 850 | -16.3% | 0.02% | -5.9% |
IBTE | ISHARES TRibonds 24 trm ts | $76,288 | +0.2% | 3,200 | 0.0% | 0.02% | +6.7% | |
QDEF | FLEXSHARES TRqlt div def idx | $74,483 | -3.2% | 1,377 | 0.0% | 0.02% | +6.7% | |
MKC | MCCORMICK & CO INC | $68,833 | -13.3% | 910 | 0.0% | 0.02% | -6.2% | |
DHR | DANAHER CORPORATION | $72,198 | +3.4% | 291 | 0.0% | 0.02% | +7.1% | |
ALL | ALLSTATE CORP | $68,629 | +2.2% | 616 | 0.0% | 0.02% | +15.4% | |
AMP | Sell | AMERIPRISE FINL INC | $68,904 | -18.7% | 209 | -18.0% | 0.02% | -11.8% |
EXEL | EXELIXIS INC | $65,550 | +14.3% | 3,000 | 0.0% | 0.01% | +27.3% | |
DAL | Buy | DELTA AIR LINES INC DEL | $64,541 | +11.0% | 1,745 | +42.7% | 0.01% | +16.7% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $66,291 | -17.2% | 950 | -13.7% | 0.01% | -12.5% |
STIP | ISHARES TR0-5 yr tips etf | $67,844 | -0.7% | 700 | 0.0% | 0.01% | 0.0% | |
PPG | PPG INDS INC | $59,189 | -12.5% | 456 | 0.0% | 0.01% | -7.1% | |
EMR | EMERSON ELEC CO | $61,998 | +6.8% | 642 | 0.0% | 0.01% | +8.3% | |
AME | AMETEK INC | $59,104 | -8.7% | 400 | 0.0% | 0.01% | 0.0% | |
UTG | REAVES UTIL INCOME FD | $61,625 | -10.1% | 2,500 | 0.0% | 0.01% | -7.1% | |
BFS | SAUL CTRS INC | $59,959 | -4.2% | 1,700 | 0.0% | 0.01% | 0.0% | |
SNY | SANOFIsponsored adr | $59,434 | -0.5% | 1,108 | 0.0% | 0.01% | +8.3% | |
BA | BOEING CO | $63,255 | -9.2% | 330 | 0.0% | 0.01% | -7.1% | |
SCHD | SCHWAB STRATEGIC TRus dividend eq | $63,684 | -2.6% | 900 | 0.0% | 0.01% | 0.0% | |
VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $57,024 | +16.2% | 990 | +16.5% | 0.01% | +20.0% |
PYZ | INVESCO EXCHANGE TRADED FD Tdorsey wrgt basc | $56,207 | -8.4% | 716 | 0.0% | 0.01% | 0.0% | |
BAX | Buy | BAXTER INTL INC | $56,073 | -16.8% | 1,486 | +0.5% | 0.01% | -7.7% |
ISCG | ISHARES TRmrgstr sm cp gr | $54,652 | -6.4% | 1,410 | 0.0% | 0.01% | 0.0% | |
SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $58,104 | -3.0% | 799 | 0.0% | 0.01% | 0.0% | |
IBTD | Buy | ISHARES TRibonds 23 trm ts | $52,867 | +10.4% | 2,130 | +10.4% | 0.01% | +10.0% |
BK | BANK NEW YORK MELLON CORP | $52,161 | -4.2% | 1,223 | 0.0% | 0.01% | 0.0% | |
FISV | FISERV INC | $49,703 | -10.5% | 440 | 0.0% | 0.01% | 0.0% | |
BACPRL | BANK AMERICA CORP7.25%cnv pfd l | $50,050 | -5.1% | 45 | 0.0% | 0.01% | 0.0% | |
INTU | INTUIT | $45,474 | +11.5% | 89 | 0.0% | 0.01% | +25.0% | |
DIMENSIONAL ETF TRUSTinternatnal val | $46,908 | -0.7% | 1,438 | 0.0% | 0.01% | +11.1% | ||
EOG | EOG RES INC | $45,634 | +10.8% | 360 | 0.0% | 0.01% | +25.0% | |
RWR | SPDR SER TRdj reit etf | $47,027 | -8.3% | 567 | 0.0% | 0.01% | 0.0% | |
IYM | ISHARES TRu.s. bas mtl etf | $46,870 | -5.1% | 372 | 0.0% | 0.01% | 0.0% | |
IDU | Buy | ISHARES TRu.s. utilits etf | $49,100 | +16.1% | 668 | +29.0% | 0.01% | +25.0% |
TMO | THERMO FISHER SCIENTIFIC INC | $49,605 | -3.0% | 98 | 0.0% | 0.01% | 0.0% | |
VTEB | VANGUARD MUN BD FDStax exempt bd | $44,974 | -4.2% | 935 | 0.0% | 0.01% | +11.1% | |
SLYV | SPDR SER TRs&p 600 smcp val | $45,666 | -6.2% | 631 | 0.0% | 0.01% | 0.0% | |
DXPE | DXP ENTERPRISES INC | $48,916 | -4.0% | 1,400 | 0.0% | 0.01% | 0.0% | |
LOB | LIVE OAK BANCSHARES INC | $46,320 | +10.0% | 1,600 | 0.0% | 0.01% | +25.0% | |
NPO | ENPRO INDS INC | $41,569 | -9.2% | 343 | 0.0% | 0.01% | 0.0% | |
FTS | Sell | FORTIS INC | $44,411 | -36.1% | 1,169 | -27.5% | 0.01% | -35.7% |
ROK | ROCKWELL AUTOMATION INC | $40,308 | -13.2% | 141 | 0.0% | 0.01% | 0.0% | |
ISCV | ISHARES TRmrning sm cp etf | $43,495 | -4.1% | 840 | 0.0% | 0.01% | 0.0% | |
BFB | BROWN FORMAN CORPcl b | $41,364 | -13.6% | 717 | 0.0% | 0.01% | -10.0% | |
MNKD | MANNKIND CORP | $43,887 | +1.5% | 10,627 | 0.0% | 0.01% | 0.0% | |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $40,229 | -62.1% | 807 | -60.7% | 0.01% | -57.1% |
IWV | ISHARES TRrussell 3000 etf | $40,435 | -3.7% | 165 | 0.0% | 0.01% | +12.5% | |
UL | Sell | UNILEVER PLCspon adr new | $43,670 | -14.9% | 884 | -10.2% | 0.01% | -10.0% |
PNFP | PINNACLE FINL PARTNERS INC | $37,007 | +18.3% | 552 | 0.0% | 0.01% | +33.3% | |
SUB | ISHARES TRshrt nat mun etf | $35,693 | -1.1% | 347 | 0.0% | 0.01% | +14.3% | |
SCHO | SCHWAB STRATEGIC TRsht tm us tres | $38,025 | -0.4% | 794 | 0.0% | 0.01% | 0.0% | |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $35,480 | -20.0% | 150 | 0.0% | 0.01% | -11.1% | |
SYK | STRYKER CORPORATION | $38,258 | -10.4% | 140 | 0.0% | 0.01% | -11.1% | |
Buy | GE HEALTHCARE TECHNOLOGIES I | $38,117 | -15.3% | 561 | +1.1% | 0.01% | -11.1% | |
F | Buy | FORD MTR CO DEL | $38,751 | -15.2% | 3,120 | +3.3% | 0.01% | -11.1% |
FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $37,655 | -5.6% | 850 | 0.0% | 0.01% | 0.0% | |
FVD | FIRST TR VALUE LINE DIVID IN | $39,260 | -6.7% | 1,050 | 0.0% | 0.01% | 0.0% | |
SIVR | ABRDN SILVER ETF TRUST | $36,993 | -2.7% | 1,740 | 0.0% | 0.01% | 0.0% | |
MPC | MARATHON PETE CORP | $39,954 | +29.8% | 264 | 0.0% | 0.01% | +33.3% | |
CVS | Sell | CVS HEALTH CORP | $37,215 | -26.6% | 533 | -27.3% | 0.01% | -20.0% |
VB | VANGUARD INDEX FDSsmall cp etf | $39,705 | -4.9% | 210 | 0.0% | 0.01% | 0.0% | |
RJF | Buy | RAYMOND JAMES FINL INC | $36,394 | -2.8% | 363 | +0.6% | 0.01% | 0.0% |
WFCPRL | WELLS FARGO CO NEWperp pfd cnv a | $35,680 | -3.2% | 32 | 0.0% | 0.01% | +14.3% | |
MMC | Buy | MARSH & MCLENNAN COS INC | $32,816 | +481.5% | 173 | +476.7% | 0.01% | +600.0% |
TGT | Buy | TARGET CORP | $34,498 | -14.8% | 312 | +1.6% | 0.01% | -12.5% |
PNC | Sell | PNC FINL SVCS GROUP INC | $31,307 | -66.4% | 255 | -65.5% | 0.01% | -63.2% |
WEC | WEC ENERGY GROUP INC | $34,315 | -8.7% | 426 | 0.0% | 0.01% | -12.5% | |
BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $35,280 | -19.5% | 1,200 | 0.0% | 0.01% | -22.2% | |
DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $34,152 | +7.3% | 102 | +9.7% | 0.01% | +16.7% |
IEX | IDEX CORP | $31,203 | -3.4% | 150 | 0.0% | 0.01% | +16.7% | |
GPN | GLOBAL PMTS INC | $31,964 | +17.1% | 277 | 0.0% | 0.01% | +40.0% | |
ADBE | ADOBE INC | $32,634 | +4.3% | 64 | 0.0% | 0.01% | +16.7% | |
VHT | VANGUARD WORLD FDShealth car etf | $35,030 | -4.0% | 149 | 0.0% | 0.01% | 0.0% | |
MU | MICRON TECHNOLOGY INC | $30,614 | +7.8% | 450 | 0.0% | 0.01% | 0.0% | |
SJM | Sell | SMUCKER J M CO | $30,082 | -70.4% | 245 | -64.4% | 0.01% | -70.0% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $28,524 | -14.2% | 411 | -9.9% | 0.01% | -14.3% |
XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $30,338 | -5.0% | 617 | 0.0% | 0.01% | 0.0% | |
SDY | Buy | SPDR SER TRs&p divid etf | $26,338 | +8.0% | 229 | +15.1% | 0.01% | +20.0% |
GIS | GENERAL MLS INC | $30,716 | -16.6% | 480 | 0.0% | 0.01% | -14.3% | |
YUMC | YUM CHINA HLDGS INC | $28,418 | -1.4% | 510 | 0.0% | 0.01% | 0.0% | |
ILMN | ILLUMINA INC | $27,456 | -26.8% | 200 | 0.0% | 0.01% | -25.0% | |
DBC | INVESCO DB COMMDY INDX TRCKunit | $29,328 | +10.0% | 1,175 | 0.0% | 0.01% | +20.0% | |
PBA | PEMBINA PIPELINE CORP | $27,505 | -4.4% | 915 | 0.0% | 0.01% | 0.0% | |
APD | Sell | AIR PRODS & CHEMS INC | $26,640 | -76.3% | 94 | -74.9% | 0.01% | -72.7% |
NOW | SERVICENOW INC | $27,948 | -0.5% | 50 | 0.0% | 0.01% | 0.0% | |
ZTS | ZOETIS INCcl a | $28,707 | +1.0% | 165 | 0.0% | 0.01% | 0.0% | |
IONS | IONIS PHARMACEUTICALS INC | $27,216 | +10.6% | 600 | 0.0% | 0.01% | +20.0% | |
ACN | ACCENTURE PLC IRELAND | $30,711 | -0.5% | 100 | 0.0% | 0.01% | 0.0% | |
IAU | ISHARES GOLD TRishares new | $26,663 | -3.8% | 762 | 0.0% | 0.01% | 0.0% | |
ANTM | ELEVANCE HEALTH INC | $30,480 | -2.0% | 70 | 0.0% | 0.01% | 0.0% | |
TIP | Sell | ISHARES TRtips bd etf | $26,864 | -17.9% | 259 | -14.8% | 0.01% | -14.3% |
JPST | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $24,037 | +0.1% | 479 | 0.0% | 0.01% | 0.0% | |
TRV | TRAVELERS COMPANIES INC | $22,537 | -6.0% | 138 | 0.0% | 0.01% | 0.0% | |
ULTA | Sell | ULTA BEAUTY INC | $23,967 | -36.3% | 60 | -25.0% | 0.01% | -37.5% |
BUG | GLOBAL X FDScybrscurty etf | $21,861 | +0.1% | 900 | 0.0% | 0.01% | +25.0% | |
HACK | ETF MANAGERS TRprime cybr scrty | $23,220 | +2.0% | 450 | 0.0% | 0.01% | 0.0% | |
JBHT | HUNT J B TRANS SVCS INC | $21,680 | +4.1% | 115 | 0.0% | 0.01% | +25.0% | |
DKS | DICKS SPORTING GOODS INC | $22,915 | -17.9% | 212 | 0.0% | 0.01% | -16.7% | |
HDV | ISHARES TRcore high dv etf | $23,141 | -1.9% | 234 | 0.0% | 0.01% | 0.0% | |
CMCSA | Sell | COMCAST CORP NEWcl a | $24,121 | -10.0% | 544 | -15.7% | 0.01% | 0.0% |
EWCO | INVESCO EXCHANGE TRADED FD Ts&p 500a eql | $24,633 | -6.4% | 925 | 0.0% | 0.01% | 0.0% | |
IWS | ISHARES TRrus mdcp val etf | $25,877 | -5.0% | 248 | 0.0% | 0.01% | 0.0% | |
MCK | MCKESSON CORP | $25,657 | +1.8% | 59 | 0.0% | 0.01% | 0.0% | |
ITOT | ISHARES TRcore s&p ttl stk | $24,678 | -3.7% | 262 | 0.0% | 0.01% | 0.0% | |
WPC | WP CAREY INC | $21,416 | -20.0% | 396 | 0.0% | 0.01% | 0.0% | |
AZN | ASTRAZENECA PLCsponsored adr | $25,395 | -5.4% | 375 | 0.0% | 0.01% | 0.0% | |
IBHE | ISHARES TRibonds 25 trm hg | $22,930 | -0.3% | 1,000 | 0.0% | 0.01% | 0.0% | |
IBHD | ISHARES TRibonds 24 trm hg | $25,520 | +0.5% | 1,100 | 0.0% | 0.01% | 0.0% | |
AIZ | ASSURANT INC | $25,988 | +14.2% | 181 | 0.0% | 0.01% | 0.0% | |
SKT | TANGER FACTORY OUTLET CTRS I | $23,256 | +2.4% | 1,029 | 0.0% | 0.01% | 0.0% | |
LEA | LEAR CORP | $17,446 | -6.5% | 130 | 0.0% | 0.00% | 0.0% | |
GLW | CORNING INC | $16,850 | -13.0% | 553 | 0.0% | 0.00% | 0.0% | |
LNC | LINCOLN NATL CORP IND | $21,036 | -4.2% | 852 | 0.0% | 0.00% | 0.0% | |
CB | CHUBB LIMITED | $20,610 | +8.1% | 99 | 0.0% | 0.00% | 0.0% | |
URI | UNITED RENTALS INC | $17,783 | -0.2% | 40 | 0.0% | 0.00% | 0.0% | |
MRNA | MODERNA INC | $20,658 | -15.0% | 200 | 0.0% | 0.00% | -20.0% | |
AGG | Sell | ISHARES TRcore us aggbd et | $17,116 | -23.0% | 182 | -19.8% | 0.00% | 0.0% |
RSG | REPUBLIC SVCS INC | $16,817 | -7.0% | 118 | 0.0% | 0.00% | 0.0% | |
WARNER BROS DISCOVERY INC | $21,264 | -13.4% | 1,958 | 0.0% | 0.00% | -20.0% | ||
MBB | Sell | ISHARES TRmbs etf | $17,760 | -23.8% | 200 | -20.0% | 0.00% | -20.0% |
VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $12,613 | -3.9% | 166 | 0.0% | 0.00% | 0.0% | |
CI | THE CIGNA GROUP | $14,304 | +2.0% | 50 | 0.0% | 0.00% | 0.0% | |
C | Buy | CITIGROUP INC | $14,940 | -10.6% | 364 | +0.3% | 0.00% | 0.0% |
Sell | EMBECTA CORP | $12,481 | -34.6% | 830 | -6.1% | 0.00% | -25.0% | |
FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $16,121 | -2.1% | 101 | 0.0% | 0.00% | 0.0% | |
FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $12,631 | -10.3% | 130 | 0.0% | 0.00% | 0.0% | |
GD | GENERAL DYNAMICS CORP | $15,910 | +2.7% | 72 | 0.0% | 0.00% | 0.0% | |
GSK PLCsponsored adr | $13,195 | +1.7% | 364 | 0.0% | 0.00% | 0.0% | ||
HEP | HOLLY ENERGY PARTNERS L P | $13,176 | +18.7% | 600 | 0.0% | 0.00% | +50.0% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $12,815 | -4.9% | 91 | 0.0% | 0.00% | 0.0% | |
IWD | ISHARES TRrus 1000 val etf | $12,146 | -3.8% | 80 | 0.0% | 0.00% | 0.0% | |
IWB | ISHARES TRrus 1000 etf | $15,270 | -3.6% | 65 | 0.0% | 0.00% | 0.0% | |
IYF | ISHARES TRu.s. finls etf | $16,149 | +0.2% | 216 | 0.0% | 0.00% | 0.0% | |
RXI | ISHARES TRglb cns disc etf | $14,656 | -6.5% | 100 | 0.0% | 0.00% | 0.0% | |
KRC | KILROY RLTY CORP | $12,644 | +5.1% | 400 | 0.0% | 0.00% | +50.0% | |
LRCX | LAM RESEARCH CORP | $15,670 | -2.5% | 25 | 0.0% | 0.00% | 0.0% | |
PRK | PARK NATL CORP | $14,557 | -7.6% | 154 | 0.0% | 0.00% | 0.0% | |
RF | REGIONS FINANCIAL CORP NEW | $12,900 | -3.5% | 750 | 0.0% | 0.00% | 0.0% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $16,340 | -4.8% | 223 | 0.0% | 0.00% | 0.0% | |
FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $14,885 | -1.9% | 470 | 0.0% | 0.00% | 0.0% | |
SON | SONOCO PRODS CO | $16,305 | -7.9% | 300 | 0.0% | 0.00% | -25.0% | |
TMUS | T-MOBILE US INC | $12,045 | +0.8% | 86 | 0.0% | 0.00% | +50.0% | |
XEL | XCEL ENERGY INC | $13,161 | -8.0% | 230 | 0.0% | 0.00% | 0.0% | |
CCEP | COCA-COLA EUROPACIFIC PARTNE | $13,746 | -3.0% | 220 | 0.0% | 0.00% | 0.0% | |
RCL | Buy | ROYAL CARIBBEAN GROUP | $13,772 | +279.3% | 150 | +328.6% | 0.00% | +200.0% |
VYM | VANGUARD WHITEHALL FDShigh div yld | $7,853 | -2.6% | 76 | 0.0% | 0.00% | 0.0% | |
EL | LAUDER ESTEE COS INCcl a | $10,986 | -26.4% | 76 | 0.0% | 0.00% | -33.3% | |
KRE | SPDR SER TRs&p regl bkg | $10,359 | +2.3% | 248 | 0.0% | 0.00% | 0.0% | |
SMOG | VANECK ETF TRUSTlow carbn energy | $11,526 | -14.2% | 110 | 0.0% | 0.00% | -33.3% | |
CHKP | CHECK POINT SOFTWARE TECH LTord | $8,397 | +6.1% | 63 | 0.0% | 0.00% | 0.0% | |
EXC | EXELON CORP | $9,448 | -7.2% | 250 | 0.0% | 0.00% | 0.0% | |
IDXX | IDEXX LABS INC | $9,620 | -12.9% | 22 | 0.0% | 0.00% | 0.0% | |
XPEL | XPEL INC | $11,567 | -8.4% | 150 | 0.0% | 0.00% | -33.3% | |
FDUS | FIDUS INVT CORP | $7,930 | -2.0% | 413 | 0.0% | 0.00% | 0.0% | |
ESGU | ISHARES TResg awr msci usa | $9,204 | -3.6% | 98 | 0.0% | 0.00% | 0.0% | |
EPS | WISDOMTREE TRus largecap fund | $10,020 | -2.1% | 219 | 0.0% | 0.00% | 0.0% | |
SPSM | SPDR SER TRportfolio s&p600 | $10,860 | -4.9% | 295 | 0.0% | 0.00% | 0.0% | |
APH | AMPHENOL CORP NEWcl a | $9,743 | -1.1% | 116 | 0.0% | 0.00% | 0.0% | |
SKYY | FIRST TR EXCHANGE TRADED FD | $7,288 | -0.0% | 96 | 0.0% | 0.00% | +100.0% | |
TM | TOYOTA MOTOR CORPads | $9,168 | +11.8% | 51 | 0.0% | 0.00% | 0.0% | |
TOWN | Buy | TOWNEBANK PORTSMOUTH VA | $8,585 | -0.3% | 375 | +1.1% | 0.00% | 0.0% |
ISRG | INTUITIVE SURGICAL INC | $11,400 | -14.5% | 39 | 0.0% | 0.00% | -33.3% | |
SIRI | Sell | SIRIUS XM HOLDINGS INC | $10,396 | -11.3% | 2,300 | -11.1% | 0.00% | 0.0% |
RWK | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $8,727 | -2.3% | 93 | 0.0% | 0.00% | 0.0% | |
RIVIAN AUTOMOTIVE INC | $8,960 | +45.7% | 369 | 0.0% | 0.00% | +100.0% | ||
MSI | MOTOROLA SOLUTIONS INC | $10,073 | -7.2% | 37 | 0.0% | 0.00% | 0.0% | |
ROP | ROPER TECHNOLOGIES INC | $8,233 | +0.7% | 17 | 0.0% | 0.00% | 0.0% | |
MS | Sell | MORGAN STANLEY | $8,494 | -81.2% | 104 | -80.3% | 0.00% | -77.8% |
RWL | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $7,814 | -2.3% | 100 | 0.0% | 0.00% | 0.0% | |
GVI | ISHARES TRintrm gov cr etf | $11,147 | -1.5% | 110 | 0.0% | 0.00% | 0.0% | |
IGIB | ISHARES TR | $9,730 | -3.8% | 200 | 0.0% | 0.00% | 0.0% | |
OXY | Buy | OCCIDENTAL PETE CORP | $11,354 | +157.5% | 175 | +133.3% | 0.00% | +100.0% |
SBAC | SBA COMMUNICATIONS CORP NEWcl a | $10,409 | -13.6% | 52 | 0.0% | 0.00% | 0.0% | |
THOMSON REUTERS CORP. | $7,584 | -9.4% | 62 | 0.0% | 0.00% | 0.0% | ||
VAC | MARRIOTT VACATIONS WORLDWIDE | $11,573 | -18.0% | 115 | 0.0% | 0.00% | -33.3% | |
CHD | CHURCH & DWIGHT CO INC | $10,080 | -8.6% | 110 | 0.0% | 0.00% | 0.0% | |
TXT | TEXTRON INC | $7,814 | +15.5% | 100 | 0.0% | 0.00% | +100.0% | |
OGN | Buy | ORGANON & CO | $10,172 | -12.1% | 586 | +5.4% | 0.00% | 0.0% |
GM | GENERAL MTRS CO | $8,211 | -14.5% | 250 | 0.0% | 0.00% | 0.0% | |
SLF | SUN LIFE FINANCIAL INC. | $8,296 | -6.4% | 170 | 0.0% | 0.00% | 0.0% | |
CONSTELLATION ENERGY CORP | $9,054 | +19.1% | 83 | 0.0% | 0.00% | 0.0% | ||
PDM | PIEDMONT OFFICE REALTY TR IN | $6,003 | -22.7% | 1,068 | 0.0% | 0.00% | -50.0% | |
PGR | PROGRESSIVE CORP | $4,179 | +5.2% | 30 | 0.0% | 0.00% | 0.0% | |
PRU | PRUDENTIAL FINL INC | $5,694 | +7.6% | 60 | 0.0% | 0.00% | 0.0% | |
NEE | NEXTERA ENERGY INC | $3,956 | -22.8% | 70 | 0.0% | 0.00% | 0.0% | |
NFG | NATIONAL FUEL GAS CO | $2,596 | +1.1% | 50 | 0.0% | 0.00% | 0.0% | |
NOV | NOV INC | $2,613 | +30.3% | 125 | 0.0% | 0.00% | – | |
RS | RELIANCE STEEL & ALUMINUM CO | $2,623 | -3.4% | 10 | 0.0% | 0.00% | 0.0% | |
MET | METLIFE INC | $4,404 | +11.3% | 70 | 0.0% | 0.00% | 0.0% | |
MGM | MGM RESORTS INTERNATIONAL | $3,235 | -16.3% | 88 | 0.0% | 0.00% | 0.0% | |
RWO | SPDR INDEX SHS FDSdj glb rl es etf | $5,769 | -7.0% | 151 | 0.0% | 0.00% | 0.0% | |
LYV | LIVE NATION ENTERTAINMENT IN | $4,817 | -8.9% | 58 | 0.0% | 0.00% | 0.0% | |
LEG | LEGGETT & PLATT INC | $3,177 | -14.2% | 125 | 0.0% | 0.00% | 0.0% | |
XME | SPDR SER TRs&p metals mng | $2,625 | +3.3% | 50 | 0.0% | 0.00% | 0.0% | |
LHX | L3HARRIS TECHNOLOGIES INC | $5,224 | -11.1% | 30 | 0.0% | 0.00% | 0.0% | |
KYNDRYL HLDGS INC | $3,926 | +13.7% | 260 | 0.0% | 0.00% | 0.0% | ||
KHC | KRAFT HEINZ CO | $3,735 | -5.2% | 111 | 0.0% | 0.00% | 0.0% | |
JACOBS SOLUTIONS INC | $6,825 | +14.8% | 50 | 0.0% | 0.00% | 0.0% | ||
IBML | ISHARES TRibonds dec2023 | $4,774 | +0.1% | 187 | 0.0% | 0.00% | 0.0% | |
IQLT | ISHARES TRmsci intl qualty | $2,521 | -5.6% | 75 | 0.0% | 0.00% | 0.0% | |
XT | ISHARES TRexponential tech | $2,559 | -6.1% | 49 | 0.0% | 0.00% | 0.0% | |
SAR | SARATOGA INVT CORP | $6,194 | -4.8% | 241 | 0.0% | 0.00% | 0.0% | |
IXUS | ISHARES TRcore msci total | $4,782 | -4.2% | 80 | 0.0% | 0.00% | 0.0% | |
CMBS | ISHARES TRcmbs etf | $2,973 | -1.8% | 66 | 0.0% | 0.00% | 0.0% | |
EFV | ISHARES TReafe value etf | $3,768 | -0.0% | 77 | 0.0% | 0.00% | 0.0% | |
IEO | ISHARES TRus oil gs ex etf | $4,389 | +14.8% | 45 | 0.0% | 0.00% | 0.0% | |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $6,446 | +60.1% | 100 | +66.7% | 0.00% | 0.0% |
KXI | ISHARES TRglb cnsm stp etf | $3,424 | -6.8% | 60 | 0.0% | 0.00% | 0.0% | |
IYZ | ISHARES TR | $3,195 | -3.6% | 150 | 0.0% | 0.00% | 0.0% | |
IBB | ISHARES TRishares biotech | $2,446 | -3.7% | 20 | 0.0% | 0.00% | 0.0% | |
ILCB | ISHARES TRmorningstr us eq | $2,827 | -3.6% | 48 | 0.0% | 0.00% | 0.0% | |
RWJ | Buy | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $3,278 | -3.7% | 90 | +200.0% | 0.00% | 0.0% |
KBWB | INVESCO EXCH TRADED FD TR IIkbw bk etf | $4,007 | -2.4% | 100 | 0.0% | 0.00% | 0.0% | |
SOFI | SOFI TECHNOLOGIES INC | $2,397 | -4.2% | 300 | 0.0% | 0.00% | 0.0% | |
SOLID POWER INC | $4,436 | -20.5% | 2,196 | 0.0% | 0.00% | 0.0% | ||
HAS | HASBRO INC | $4,233 | +2.1% | 64 | 0.0% | 0.00% | 0.0% | |
HALEON PLCspon ads | $3,791 | -0.6% | 455 | 0.0% | 0.00% | 0.0% | ||
GILD | GILEAD SCIENCES INC | $5,246 | -2.8% | 70 | 0.0% | 0.00% | 0.0% | |
FCX | FREEPORT-MCMORAN INCcl b | $4,587 | -6.8% | 123 | 0.0% | 0.00% | 0.0% | |
FTV | FORTIVE CORP | $6,527 | -0.8% | 88 | 0.0% | 0.00% | 0.0% | |
FLT | FLEETCOR TECHNOLOGIES INC | $6,129 | +1.7% | 24 | 0.0% | 0.00% | 0.0% | |
FSR | FISKER INC | $4,366 | +13.8% | 680 | 0.0% | 0.00% | 0.0% | |
FHN | FIRST HORIZON CORPORATION | $4,067 | -2.2% | 369 | 0.0% | 0.00% | 0.0% | |
FBNC | FIRST BANCORP N C | $4,925 | -5.4% | 175 | 0.0% | 0.00% | 0.0% | |
UI | UBIQUITI INC | $3,633 | -17.3% | 25 | 0.0% | 0.00% | 0.0% | |
UAA | UNDER ARMOUR INCcl a | $4,110 | -5.1% | 600 | 0.0% | 0.00% | 0.0% | |
UA | UNDER ARMOUR INCcl c | $3,854 | -4.9% | 604 | 0.0% | 0.00% | 0.0% | |
ESPR | ESPERION THERAPEUTICS INC NE | $2,450 | -29.5% | 2,500 | 0.0% | 0.00% | 0.0% | |
EPAC | Sell | ENERPAC TOOL GROUP CORP | $2,881 | -4.7% | 109 | -2.7% | 0.00% | 0.0% |
EW | EDWARDS LIFESCIENCES CORP | $4,781 | -26.5% | 69 | 0.0% | 0.00% | 0.0% | |
ETV | EATON VANCE TAX-MANAGED BUY- | $4,788 | -6.3% | 400 | 0.0% | 0.00% | 0.0% | |
DOV | DOVER CORP | $3,907 | -5.5% | 28 | 0.0% | 0.00% | 0.0% | |
DLTR | DOLLAR TREE INC | $3,939 | -25.8% | 37 | 0.0% | 0.00% | 0.0% | |
XRAY | DENTSPLY SIRONA INC | $2,392 | -14.6% | 70 | 0.0% | 0.00% | 0.0% | |
NET | CLOUDFLARE INC | $2,522 | -3.6% | 40 | 0.0% | 0.00% | 0.0% | |
VAW | VANGUARD WORLD FDSmaterials etf | $6,729 | -5.2% | 39 | 0.0% | 0.00% | 0.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $3,079 | +19.7% | 7 | 0.0% | 0.00% | 0.0% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $3,144 | -5.4% | 24 | 0.0% | 0.00% | 0.0% | |
CF | CF INDS HLDGS INC | $4,287 | +23.5% | 50 | 0.0% | 0.00% | 0.0% | |
AI | C3 AI INCcl a | $2,552 | -29.9% | 100 | 0.0% | 0.00% | 0.0% | |
BIPC | BROOKFIELD INFRASTRUCTURE CO | $5,301 | -22.5% | 150 | 0.0% | 0.00% | 0.0% | |
AVGO | BROADCOM INC | $5,815 | -4.2% | 7 | 0.0% | 0.00% | 0.0% | |
VTRS | Sell | VIATRIS INC | $6,156 | -12.6% | 625 | -11.5% | 0.00% | 0.0% |
GOLD | BARRICK GOLD CORP | $4,365 | -14.1% | 300 | 0.0% | 0.00% | 0.0% | |
ALV | AUTOLIV INC | $4,824 | +13.5% | 50 | 0.0% | 0.00% | 0.0% | |
WM | WASTE MGMT INC DEL | $4,726 | -12.1% | 31 | 0.0% | 0.00% | 0.0% | |
ANSS | ANSYS INC | $6,844 | -9.9% | 23 | 0.0% | 0.00% | -50.0% | |
AMT | AMERICAN TOWER CORP NEW | $7,072 | -15.2% | 43 | 0.0% | 0.00% | -50.0% | |
AEP | New | AMERICAN ELEC PWR CO INC | $5,642 | – | 75 | +100.0% | 0.00% | – |
AAL | AMERICAN AIRLS GROUP INC | $5,099 | -28.6% | 398 | 0.0% | 0.00% | 0.0% | |
AMR | ALPHA METALLURGICAL RESOUR I | $6,234 | +58.0% | 24 | 0.0% | 0.00% | 0.0% | |
ALLY | ALLY FINL INC | $2,668 | -1.2% | 100 | 0.0% | 0.00% | 0.0% | |
ALB | ALBEMARLE CORP | $4,251 | -23.8% | 25 | 0.0% | 0.00% | 0.0% | |
ABNB | AIRBNB INC | $2,745 | +7.1% | 20 | 0.0% | 0.00% | 0.0% | |
JCI | JOHNSON CTLS INTL PLC | $7,077 | -21.9% | 133 | 0.0% | 0.00% | -50.0% | |
ALC | ALCON AG | $2,621 | -6.1% | 34 | 0.0% | 0.00% | 0.0% | |
ARKK | ARK ETF TRinnovation etf | $3,967 | -10.1% | 100 | 0.0% | 0.00% | 0.0% | |
TEL | TE CONNECTIVITY LTD | $4,324 | -11.9% | 35 | 0.0% | 0.00% | 0.0% | |
PJT | PJT PARTNERS INC | $2,543 | +14.1% | 32 | 0.0% | 0.00% | – | |
O | New | REALTY INCOME CORP | $500 | – | 10 | +100.0% | 0.00% | – |
ZBH | ZIMMER BIOMET HOLDINGS INC | $1,123 | -22.9% | 10 | 0.0% | 0.00% | – | |
New | PSQ HOLDINGS INCcl a | $454 | – | 50 | +100.0% | 0.00% | – | |
EA | ELECTRONIC ARTS INC | $1,325 | -7.1% | 11 | 0.0% | 0.00% | – | |
ASIX | ADVANSIX INC | $405 | -11.0% | 13 | 0.0% | 0.00% | – | |
UNIT | UNITI GROUP INC | $24 | 0.0% | 5 | 0.0% | 0.00% | – | |
MSOS | ADVISORSHARES TRpure us cannabis | $8 | +33.3% | 2 | 0.0% | 0.00% | – | |
GDX | VANECK ETF TRUSTgold miners etf | $1,561 | -10.6% | 58 | 0.0% | 0.00% | – | |
NOK | NOKIA CORPsponsored adr | $442 | -10.0% | 118 | 0.0% | 0.00% | – | |
JETS | ETF SER SOLUTIONSus glb jets | $52 | -20.0% | 4 | 0.0% | 0.00% | – | |
BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $66 | -25.8% | 3 | 0.0% | 0.00% | – | |
Exit | ALLBIRDS INC | $0 | – | -377 | -100.0% | 0.00% | – | |
DOCU | DOCUSIGN INC | $2,100 | -17.8% | 50 | 0.0% | 0.00% | -100.0% | |
DIGITAL WORLD ACQUISITION CO | $1,068 | +30.7% | 65 | 0.0% | 0.00% | – | ||
DEO | DIAGEO PLCspon adr new | $1,492 | -14.0% | 10 | 0.0% | 0.00% | – | |
JWN | NORDSTROM INC | $150 | -26.8% | 10 | 0.0% | 0.00% | – | |
PENN | Sell | PENN ENTERTAINMENT INC | $207 | -85.4% | 9 | -84.7% | 0.00% | – |
DELL | Sell | DELL TECHNOLOGIES INCcl c | $689 | +15.6% | 11 | -8.3% | 0.00% | – |
DDOG | New | DATADOG INC | $456 | – | 5 | +100.0% | 0.00% | – |
DRI | New | DARDEN RESTAURANTS INC | $430 | – | 3 | +100.0% | 0.00% | – |
QRVO | QORVO INC | $287 | -6.5% | 3 | 0.0% | 0.00% | – | |
ATVI | ACTIVISION BLIZZARD INC | $94 | +10.6% | 1 | 0.0% | 0.00% | – | |
DNOW | NOW INC | $368 | +14.3% | 31 | 0.0% | 0.00% | – | |
NCLH | Sell | NORWEGIAN CRUISE LINE HLDG L | $1,648 | -74.8% | 100 | -66.7% | 0.00% | -100.0% |
CC | CHEMOURS CO | $449 | -24.0% | 16 | 0.0% | 0.00% | – | |
NVT | NVENT ELECTRIC PLC | $1,007 | +2.5% | 19 | 0.0% | 0.00% | – | |
CCL | CARNIVAL CORP | $824 | -27.1% | 60 | 0.0% | 0.00% | – | |
COF | CAPITAL ONE FINL CORP | $583 | -11.3% | 6 | 0.0% | 0.00% | – | |
CGC | CANOPY GROWTH CORP | $852 | +101.4% | 1,088 | 0.0% | 0.00% | – | |
PNR | PENTAIR PLC | $1,231 | +0.2% | 19 | 0.0% | 0.00% | – | |
ELY | TOPGOLF CALLAWAY BRANDS CORP | $125 | -30.2% | 9 | 0.0% | 0.00% | – | |
MINT | PIMCO ETF TRenhan shrt ma ac | $401 | +0.2% | 4 | 0.0% | 0.00% | – | |
NUSC | NUSHARES ETF TRnuveen esg smlcp | $836 | -5.9% | 24 | 0.0% | 0.00% | – | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $390 | +16.1% | 9 | 0.0% | 0.00% | – | |
SPOT | New | SPOTIFY TECHNOLOGY S A | $310 | – | 2 | +100.0% | 0.00% | – |
BHF | BRIGHTHOUSE FINL INC | $294 | +3.2% | 6 | 0.0% | 0.00% | – | |
BX | New | BLACKSTONE INC | $750 | – | 7 | +100.0% | 0.00% | – |
HYT | New | BLACKROCK CORPOR HI YLD FD I | $157 | – | 19 | +100.0% | 0.00% | – |
VIAV | VIAVI SOLUTIONS INC | $110 | -19.1% | 12 | 0.0% | 0.00% | – | |
PINS | New | PINTEREST INCcl a | $271 | – | 10 | +100.0% | 0.00% | – |
VICI | New | VICI PPTYS INC | $291 | – | 10 | +100.0% | 0.00% | – |
BDJ | BLACKROCK ENHANCED EQUITY DI | $77 | -8.3% | 10 | 0.0% | 0.00% | – | |
VNT | VONTIER CORPORATION | $248 | -3.9% | 8 | 0.0% | 0.00% | – | |
AULT ALLIANCE INC | $6 | -93.5% | 18 | 0.0% | 0.00% | – | ||
FVRR | FIVERR INTL LTD | $735 | -5.9% | 30 | 0.0% | 0.00% | – | |
BRC INC | $359 | -30.4% | 100 | 0.0% | 0.00% | – | ||
ZIMVIE INC | $10 | -16.7% | 1 | 0.0% | 0.00% | – | ||
ONEQ | New | FIDELITY COMWLTH TR | $2,080 | – | 40 | +100.0% | 0.00% | – |
PTON | New | PELOTON INTERACTIVE INC | $26 | – | 5 | +100.0% | 0.00% | – |
Z | New | ZILLOW GROUP INCcl c cap stk | $231 | – | 5 | +100.0% | 0.00% | – |
EPIX | ESSA PHARMA INC | $1,854 | +14.4% | 600 | 0.0% | 0.00% | – | |
WAB | Buy | WABTEC | $323 | +46.8% | 4 | +100.0% | 0.00% | – |
ACB | AURORA CANNABIS INC | $3 | 0.0% | 5 | 0.0% | 0.00% | – | |
WBA | New | WALGREENS BOOTS ALLIANCE INC | $2,313 | – | 104 | +100.0% | 0.00% | – |
New | ATLANTA BRAVES HLDGS INC | $391 | – | 10 | +100.0% | 0.00% | – | |
ITA | ISHARES TRus aer def etf | $530 | -9.2% | 5 | 0.0% | 0.00% | – | |
ASTS | Exit | AST SPACEMOBILE INC | $0 | – | -460 | -100.0% | 0.00% | – |
USRT | ISHARES TRcre u s reit etf | $1,935 | -8.2% | 41 | 0.0% | 0.00% | – | |
IYG | ISHARES TRu.s. fin svc etf | $1,547 | -2.1% | 10 | 0.0% | 0.00% | – | |
IYR | ISHARES TRu.s. real es etf | $547 | -9.7% | 7 | 0.0% | 0.00% | – | |
BZUN | Exit | BAOZUN INCsponsored adr | $0 | – | -100 | -100.0% | 0.00% | – |
New | APOLLO GLOBAL MGMT INC | $629 | – | 7 | +100.0% | 0.00% | – | |
Exit | JOBY AVIATION INC | $0 | – | -9 | -100.0% | 0.00% | – | |
IHI | ISHARES TRu.s. med dvc etf | $1,746 | -14.1% | 36 | 0.0% | 0.00% | – | |
SCHW | SCHWAB CHARLES CORP | $55 | -3.5% | 1 | 0.0% | 0.00% | – | |
WEN | WENDYS CO | $307 | -6.1% | 15 | 0.0% | 0.00% | – | |
WMB | WILLIAMS COS INC | $978 | +3.3% | 29 | 0.0% | 0.00% | – | |
SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $79 | -4.8% | 2 | 0.0% | 0.00% | – | |
SHOP | New | SHOPIFY INCcl a | $546 | – | 10 | +100.0% | 0.00% | – |
IETC | ISHARES U S ETF TRu.s. tech indepd | $426 | -3.4% | 8 | 0.0% | 0.00% | – | |
COMT | ISHARES U S ETF TRgsci cmdty stgy | $2,012 | +12.2% | 69 | 0.0% | 0.00% | – | |
XSD | SPDR SER TRs&p semicndctr | $1,961 | -11.4% | 10 | 0.0% | 0.00% | – | |
JPS | Sell | NUVEEN PFD & INCOME SECS FD | $93 | -7.9% | 15 | -6.2% | 0.00% | – |
HPE | HEWLETT PACKARD ENTERPRISE C | $37 | +5.7% | 3 | 0.0% | 0.00% | – | |
PLUG | PLUG POWER INC | $221 | -26.8% | 29 | 0.0% | 0.00% | – | |
LUV | Buy | SOUTHWEST AIRLS CO | $219 | +99.1% | 9 | +125.0% | 0.00% | – |
SAVE | SPIRIT AIRLS INC | $1,650 | -3.8% | 100 | 0.0% | 0.00% | – | |
SQ | New | BLOCK INCcl a | $178 | – | 4 | +100.0% | 0.00% | – |
AEO | AMERICAN EAGLE OUTFITTERS IN | $167 | +41.5% | 10 | 0.0% | 0.00% | – | |
GPRO | GOPRO INCcl a | $628 | -24.2% | 200 | 0.0% | 0.00% | – | |
LUCID GROUP INC | $504 | -18.8% | 90 | 0.0% | 0.00% | – | ||
VMW | Exit | VMWARE INC | $0 | – | -4 | -100.0% | 0.00% | – |
FRC | Exit | FIRST REP BK SAN FRANCISCO Ccall | $0 | – | -700 | -100.0% | 0.00% | – |
Exit | BOXED INC | $0 | – | -100 | -100.0% | 0.00% | – | |
GTX | GARRETT MOTION INC | $16 | 0.0% | 2 | 0.0% | 0.00% | – | |
MJ | Exit | ETF MANAGERS TRetfmg altr hrvst | $0 | – | -800 | -100.0% | 0.00% | – |
WW | WW INTL INC | $2,214 | +64.7% | 200 | 0.0% | 0.00% | – | |
FTNT | FORTINET INC | $294 | -22.2% | 5 | 0.0% | 0.00% | – | |
LITE | LUMENTUM HLDGS INC | $91 | -20.2% | 2 | 0.0% | 0.00% | – | |
PIPR | PIPER SANDLER COMPANIES | $1,454 | +12.5% | 10 | 0.0% | 0.00% | – | |
MAT | New | MATTEL INC | $221 | – | 10 | +100.0% | 0.00% | – |
FRC | Exit | FIRST REP BK SAN FRANCISCO C | $0 | – | -60 | -100.0% | 0.00% | – |
RIGL | RIGEL PHARMACEUTICALS INC | $1,620 | -16.3% | 1,500 | 0.0% | 0.00% | – | |
REZI | RESIDEO TECHNOLOGIES INC | $2,054 | -10.5% | 130 | 0.0% | 0.00% | – | |
NIO | NIO INCspon ads | $82 | -6.8% | 9 | 0.0% | 0.00% | – | |
FSLR | FIRST SOLAR INC | $324 | -15.0% | 2 | 0.0% | 0.00% | – | |
COWZ | PACER FDS TRus cash cows 100 | $989 | +3.2% | 20 | 0.0% | 0.00% | – | |
G | Exit | GENPACT LIMITED | $0 | – | -124 | -100.0% | -0.00% | – |
TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -26 | -100.0% | -0.00% | – |
DLTH | Exit | DULUTH HLDGS INC | $0 | – | -948 | -100.0% | -0.00% | – |
TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -179 | -100.0% | -0.00% | – |
EQT | Exit | EQT CORP | $0 | – | -800 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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.