$536 Million is the total value of Graves Light Lenhart Wealth, Inc.'s 722 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 328.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BSV | Buy | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $29,583,000 | +6.6% | 356,853 | +6.8% | 5.52% | -10.2% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $25,869,000 | +8.9% | 111,566 | -0.0% | 4.82% | -8.3% |
AAPL | Sell | APPLE INC COMstock | $24,054,000 | +12.2% | 181,282 | -2.0% | 4.48% | -5.4% |
SDY | Buy | SPDR S&P DIVIDEND ETFetf | $23,430,000 | +14.9% | 221,184 | +0.2% | 4.37% | -3.2% |
XLV | Sell | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $19,664,000 | +7.2% | 173,341 | -0.4% | 3.67% | -9.7% |
VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $19,656,000 | +10.3% | 139,237 | +0.5% | 3.66% | -7.1% |
VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $19,272,000 | +17.2% | 231,499 | +16.7% | 3.59% | -1.2% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFetf | $17,143,000 | +13.3% | 187,340 | +0.2% | 3.20% | -4.6% |
AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $14,059,000 | +1.6% | 118,955 | +1.5% | 2.62% | -14.4% |
SUB | Sell | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $11,844,000 | -1.7% | 109,559 | -1.7% | 2.21% | -17.2% |
JPM | Sell | JPMORGAN CHASE & CO COMstock | $11,681,000 | +31.7% | 91,924 | -0.2% | 2.18% | +11.0% |
DLN | Sell | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $11,475,000 | +6.6% | 106,748 | -3.7% | 2.14% | -10.2% |
VTIP | Buy | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $11,258,000 | +4.0% | 220,320 | +3.8% | 2.10% | -12.4% |
IJH | Buy | ISHARES S&P MIDCAP FUNDetf | $11,127,000 | +25.7% | 48,414 | +1.4% | 2.08% | +6.0% |
SPHQ | Sell | INVESCO S&P 500 QUALITY ETFetf | $10,536,000 | +7.5% | 250,206 | -1.3% | 1.96% | -9.5% |
IJR | Buy | ISHARES S&P SMALL-CAP FUNDetf | $10,062,000 | +50.9% | 109,484 | +15.3% | 1.88% | +27.2% |
VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $9,180,000 | -5.4% | 156,262 | -4.2% | 1.71% | -20.3% |
IWB | ISHARES RUSSELL 1000 ETFetf | $9,056,000 | +13.2% | 42,749 | 0.0% | 1.69% | -4.6% | |
SYY | Buy | SYSCO CORP COMstock | $7,842,000 | +19.6% | 105,595 | +0.2% | 1.46% | +0.8% |
EFAV | Sell | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $7,838,000 | +7.5% | 106,768 | -0.2% | 1.46% | -9.4% |
MUB | Buy | ISHARES NATIONAL MUNI BOND ETFetf | $7,472,000 | +1.2% | 63,750 | +0.1% | 1.39% | -14.7% |
GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $7,342,000 | +19.3% | 4,189 | -0.2% | 1.37% | +0.6% |
USB | Buy | US BANCORP DEL COM NEWstock | $6,724,000 | +30.2% | 144,322 | +0.2% | 1.25% | +9.7% |
VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $6,294,000 | +19.3% | 32,338 | +4.4% | 1.17% | +0.5% |
GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $6,074,000 | +31.3% | 23,031 | +0.1% | 1.13% | +10.5% |
SCHZ | Sell | SCHWAB US AGGREGATE BOND ETFetf | $5,792,000 | -0.2% | 103,371 | -0.1% | 1.08% | -15.9% |
EFA | Sell | ISHARES MSCI EAFE ETFetf | $5,732,000 | +12.5% | 78,561 | -1.9% | 1.07% | -5.2% |
BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $5,217,000 | +8.7% | 15 | 0.0% | 0.97% | -8.4% | |
SCHD | Buy | Schwab US Dividend ETFetf | $5,204,000 | +20.5% | 81,134 | +3.9% | 0.97% | +1.5% |
CVX | Sell | CHEVRON CORP NEW COMstock | $4,938,000 | +10.1% | 58,476 | -6.1% | 0.92% | -7.2% |
DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $4,919,000 | +16.7% | 51,139 | -1.1% | 0.92% | -1.7% |
IGM | Sell | ISHARES EXPANDED TECH SECTOR ETFetf | $4,839,000 | +11.8% | 13,832 | -1.2% | 0.90% | -5.7% |
BND | Buy | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $4,730,000 | +0.8% | 53,639 | +0.9% | 0.88% | -15.0% |
IVV | Buy | ISHARES CORE S&P 500 ETFetf | $4,510,000 | +21.6% | 12,015 | +8.9% | 0.84% | +2.6% |
VEU | Sell | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $4,461,000 | +6.7% | 76,439 | -7.8% | 0.83% | -10.1% |
SPY | Sell | SPDR S&P 500 ETFetf | $4,348,000 | +11.1% | 11,629 | -0.5% | 0.81% | -6.4% |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $4,281,000 | +60.2% | 61,965 | +39.7% | 0.80% | +35.0% |
IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFetf | $4,078,000 | +34.0% | 30,956 | +1.0% | 0.76% | +12.9% |
GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $4,033,000 | +18.2% | 2,302 | -0.9% | 0.75% | -0.4% |
DIS | Buy | DISNEY WALT CO COMstock | $3,790,000 | +53.6% | 20,920 | +5.2% | 0.71% | +29.5% |
MSFT | Sell | MICROSOFT CORP COMstock | $3,662,000 | +3.4% | 16,465 | -2.2% | 0.68% | -12.8% |
D | Buy | DOMINION ENERGY INC COMstock | $3,665,000 | -3.7% | 48,733 | +1.1% | 0.68% | -18.9% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $3,355,000 | +4.1% | 54,088 | +1.2% | 0.63% | -12.2% |
ACWX | Buy | ISHARES MSCI ACWI EX US INDEX FUNDetf | $3,259,000 | +17.2% | 61,451 | +1.6% | 0.61% | -1.1% |
ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETFetf | $3,230,000 | +5.5% | 33,328 | 0.0% | 0.60% | -11.2% | |
TFC | Buy | TRUIST FINL CORP COMstock | $3,109,000 | +31.9% | 64,864 | +4.7% | 0.58% | +11.3% |
APD | Buy | AIR PRODS & CHEMS INC COMstock | $2,850,000 | +526.4% | 10,430 | +582.6% | 0.53% | +425.7% |
IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $2,643,000 | +30.1% | 41,412 | +371.0% | 0.49% | +9.6% |
PG | Sell | PROCTER AND GAMBLE CO COMstock | $2,636,000 | -0.5% | 18,946 | -0.6% | 0.49% | -16.2% |
IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $2,472,000 | +29.2% | 19,311 | +13.5% | 0.46% | +9.0% |
IBB | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDetf | $2,360,000 | +11.8% | 15,581 | 0.0% | 0.44% | -5.8% | |
EOG | Sell | EOG RES INC COMstock | $2,355,000 | +13.5% | 47,222 | -18.2% | 0.44% | -4.4% |
DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $2,310,000 | +10.2% | 7,554 | 0.0% | 0.43% | -7.1% | |
DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $1,964,000 | +0.5% | 21,446 | -2.8% | 0.37% | -15.3% |
PKG | Sell | PACKAGING CORP AMER COMstock | $1,790,000 | -7.3% | 12,978 | -26.7% | 0.33% | -21.8% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $1,714,000 | +6.1% | 10,891 | +0.4% | 0.32% | -10.6% |
SHEN | Sell | SHENANDOAH TELECOMMUNICATIONS COMstock | $1,546,000 | -11.2% | 35,736 | -8.8% | 0.29% | -25.2% |
FXNC | FIRST NATL CORP COMstock | $1,543,000 | +19.7% | 91,287 | 0.0% | 0.29% | +1.1% | |
XOM | Sell | EXXON MOBIL CORP COMstock | $1,532,000 | +16.4% | 37,175 | -3.0% | 0.29% | -1.7% |
VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $1,511,000 | +17.4% | 5,965 | +5.5% | 0.28% | -1.1% |
STPZ | Buy | PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUNDetf | $1,457,000 | +0.5% | 26,894 | +0.0% | 0.27% | -15.3% |
MRK | Sell | MERCK & CO. INC COMstock | $1,304,000 | -5.8% | 15,946 | -4.4% | 0.24% | -20.6% |
USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $1,276,000 | +6.9% | 18,798 | +0.3% | 0.24% | -9.8% |
PEP | Sell | PEPSICO INC COMstock | $1,267,000 | +5.8% | 8,547 | -1.1% | 0.24% | -10.9% |
COST | Sell | COSTCO WHSL CORP NEW COMstock | $1,230,000 | +5.7% | 3,264 | -0.5% | 0.23% | -11.2% |
VOO | Sell | VANGUARD S&P 500 ETFetf | $1,106,000 | +11.3% | 3,219 | -0.3% | 0.21% | -6.4% |
IYW | Buy | ISHARES U.S. TECHNOLOGY ETFetf | $1,092,000 | +5.8% | 12,840 | +274.7% | 0.20% | -10.5% |
IWV | ISHARES RUSSELL 3000 ETFetf | $1,068,000 | +14.2% | 4,776 | 0.0% | 0.20% | -3.9% | |
T | Sell | AT&T INC COMstock | $1,064,000 | -1.8% | 37,009 | -2.6% | 0.20% | -17.5% |
VT | Buy | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $1,026,000 | +47.6% | 11,078 | +28.5% | 0.19% | +24.0% |
PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $911,000 | +39.3% | 6,111 | +2.7% | 0.17% | +17.2% |
XRT | Sell | SPDR S&P RETAIL ETFetf | $863,000 | +24.5% | 13,410 | -3.9% | 0.16% | +5.2% |
INTC | Sell | INTEL CORP COMstock | $724,000 | -6.1% | 14,526 | -2.4% | 0.14% | -21.1% |
SO | Sell | SOUTHERN CO COMstock | $717,000 | -6.3% | 11,666 | -17.3% | 0.13% | -20.7% |
KBE | Buy | SPDR S&P BANK ETFetf | $719,000 | +42.1% | 17,186 | +0.0% | 0.13% | +19.6% |
EMR | Sell | EMERSON ELEC CO COMstock | $720,000 | +19.8% | 8,960 | -2.2% | 0.13% | +0.8% |
ANTM | Sell | ANTHEM INC COMstock | $711,000 | +14.5% | 2,215 | -4.2% | 0.13% | -2.9% |
UNH | UNITEDHEALTH GROUP INC COMstock | $712,000 | +12.5% | 2,029 | 0.0% | 0.13% | -5.0% | |
SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $699,000 | -0.1% | 13,600 | 0.0% | 0.13% | -16.1% | |
MCD | Sell | MCDONALDS CORP COMstock | $685,000 | -7.8% | 3,193 | -5.7% | 0.13% | -22.0% |
WFC | Sell | WELLS FARGO CO NEW COMstock | $684,000 | +28.1% | 22,648 | -0.2% | 0.13% | +8.5% |
CSX | Sell | CSX CORP COMstock | $678,000 | +15.9% | 7,474 | -0.7% | 0.13% | -2.3% |
BAC | Sell | BK OF AMERICA CORP COMstock | $657,000 | +21.4% | 21,686 | -3.4% | 0.12% | +1.7% |
VOOV | New | VANGUARD S&P 500 VALUE ETFetf | $637,000 | – | 5,153 | +100.0% | 0.12% | – |
PFE | Sell | PFIZER INC COMstock | $636,000 | -7.2% | 17,280 | -7.4% | 0.12% | -21.7% |
VGT | Sell | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $611,000 | +5.2% | 1,727 | -7.4% | 0.11% | -11.6% |
ORCL | Sell | ORACLE CORP COMstock | $606,000 | +4.1% | 9,366 | -4.0% | 0.11% | -12.4% |
MMM | Buy | 3M CO COMstock | $583,000 | +9.2% | 3,338 | +0.0% | 0.11% | -7.6% |
UNP | Buy | UNION PAC CORP COMstock | $552,000 | +7.2% | 2,650 | +1.4% | 0.10% | -9.6% |
KO | Sell | COCA COLA CO COMstock | $545,000 | -3.7% | 9,940 | -13.3% | 0.10% | -18.4% |
VB | Sell | VANGUARD SMALL-CAP INDEX FUNDetf | $544,000 | +25.1% | 2,796 | -1.2% | 0.10% | +5.2% |
ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $520,000 | +6.8% | 2,550 | +1.1% | 0.10% | -10.2% |
LLY | Buy | LILLY ELI & CO COMstock | $500,000 | +14.2% | 2,962 | +0.0% | 0.09% | -4.1% |
SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $491,000 | +4.9% | 8,730 | 0.0% | 0.09% | -11.5% | |
IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $490,000 | +10.6% | 2,500 | -15.5% | 0.09% | -7.1% |
ESGU | New | ISHARES ESG AWARE MSCI USA ETFetf | $482,000 | – | 5,599 | +100.0% | 0.09% | – |
EMN | EASTMAN CHEM CO COMstock | $464,000 | +28.5% | 4,625 | 0.0% | 0.09% | +8.8% | |
VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $463,000 | +10.5% | 9,232 | -4.8% | 0.09% | -7.5% |
GE | Sell | GENERAL ELECTRIC CO COMstock | $460,000 | +60.8% | 42,623 | -7.2% | 0.09% | +36.5% |
VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $454,000 | +8.1% | 9,620 | -6.3% | 0.08% | -8.6% |
ENB | Sell | ENBRIDGE INC COMstock | $450,000 | +9.5% | 14,076 | -0.1% | 0.08% | -7.7% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $440,000 | -2.9% | 3,499 | -6.0% | 0.08% | -18.0% |
INTU | INTUIT COMstock | $442,000 | +16.6% | 1,163 | 0.0% | 0.08% | -2.4% | |
VO | Sell | VANGUARD MID-CAP INDEX FUNDetf | $435,000 | +15.7% | 2,106 | -1.4% | 0.08% | -2.4% |
SBUX | Sell | STARBUCKS CORP COMstock | $433,000 | +11.9% | 4,048 | -10.1% | 0.08% | -5.8% |
NSC | Buy | NORFOLK SOUTHN CORP COMstock | $427,000 | +25.2% | 1,795 | +12.5% | 0.08% | +6.7% |
ROST | Buy | ROSS STORES INC COMstock | $418,000 | +37.0% | 3,403 | +4.1% | 0.08% | +16.4% |
LOW | Buy | LOWES COS INC COMstock | $390,000 | -2.0% | 2,430 | +1.3% | 0.07% | -17.0% |
IYK | ISHARES U.S. CONSUMER GOODS ETFetf | $384,000 | +16.0% | 2,217 | 0.0% | 0.07% | -1.4% | |
VDE | New | VANGUARD ENERGY INDEX FUNDetf | $382,000 | – | 7,359 | +100.0% | 0.07% | – |
ABBV | Buy | ABBVIE INC COMstock | $375,000 | +28.9% | 3,502 | +5.5% | 0.07% | +9.4% |
AXP | Buy | AMERICAN EXPRESS CO COMstock | $378,000 | +23.9% | 3,124 | +2.8% | 0.07% | +4.5% |
AUB | ATLANTIC UN BANKSHARES CORP COMstock | $375,000 | +54.3% | 11,394 | 0.0% | 0.07% | +29.6% | |
VV | Sell | VANGUARD LARGE-CAP INDEX FUNDetf | $378,000 | +11.8% | 2,152 | -0.3% | 0.07% | -6.7% |
CSCO | Buy | CISCO SYS INC COMstock | $368,000 | +17.9% | 8,233 | +3.8% | 0.07% | 0.0% |
EFG | New | ISHARES MSCI EAFE GROWTH ETFetf | $371,000 | – | 3,681 | +100.0% | 0.07% | – |
RMT | Sell | ROYCE MICRO-CAP TR INC COMcef | $364,000 | -14.6% | 35,938 | -35.2% | 0.07% | -27.7% |
HD | Sell | HOME DEPOT INC COMstock | $364,000 | -63.1% | 1,370 | -61.4% | 0.07% | -68.8% |
PHG | Sell | KONINKLIJKE PHILIPS N V NY REG SH NEWadr | $360,000 | +3.4% | 6,642 | -10.1% | 0.07% | -13.0% |
IYH | ISHARES U.S. HEALTHCARE ETFetf | $360,000 | +8.4% | 1,463 | 0.0% | 0.07% | -8.2% | |
VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $349,000 | +9.7% | 1,558 | 0.0% | 0.06% | -7.1% | |
BA | BOEING CO COMstock | $346,000 | +29.6% | 1,616 | 0.0% | 0.06% | +10.2% | |
CM | CANADIAN IMP BK COMM COMstock | $342,000 | +14.4% | 4,000 | 0.0% | 0.06% | -3.0% | |
TTE | Sell | TOTAL SE SPONSORED ADSadr | $336,000 | +22.2% | 8,018 | -0.2% | 0.06% | +3.3% |
CHY | CALAMOS CONV & HIGH INCOME FD COM SHScef | $340,000 | +22.3% | 23,828 | 0.0% | 0.06% | +1.6% | |
TROW | PRICE T ROWE GROUP INC COMstock | $331,000 | +17.8% | 2,188 | 0.0% | 0.06% | 0.0% | |
DTN | WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUNDetf | $323,000 | +11.0% | 3,863 | 0.0% | 0.06% | -6.2% | |
PNFP | New | PINNACLE FINL PARTNERS INC COMstock | $324,000 | – | 5,029 | +100.0% | 0.06% | – |
PHO | INVESCO WATER RESOURCES ETFetf | $302,000 | +17.1% | 6,500 | 0.0% | 0.06% | -1.8% | |
AMGN | Buy | AMGEN INC COMstock | $300,000 | -7.7% | 1,305 | +2.1% | 0.06% | -22.2% |
DLTR | DOLLAR TREE INC COMstock | $296,000 | +17.9% | 2,744 | 0.0% | 0.06% | -1.8% | |
ABT | Buy | ABBOTT LABS COMstock | $295,000 | +14.3% | 2,697 | +13.7% | 0.06% | -3.5% |
XEL | XCEL ENERGY INC COMstock | $297,000 | -3.3% | 4,452 | 0.0% | 0.06% | -19.1% | |
VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $285,000 | +36.4% | 2,399 | +20.1% | 0.05% | +15.2% |
IXN | New | ISHARES GLOBAL TECH ETFetf | $286,000 | – | 952 | +100.0% | 0.05% | – |
AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $276,000 | +3.4% | 3,316 | +1.5% | 0.05% | -13.6% |
IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $272,000 | +11.0% | 1,130 | 0.0% | 0.05% | -5.6% | |
VPU | New | VANGUARD UTILITIES INDEX FUNDetf | $276,000 | – | 2,012 | +100.0% | 0.05% | – |
STLD | Sell | STEEL DYNAMICS INC COMstock | $276,000 | +7.4% | 7,484 | -16.7% | 0.05% | -10.5% |
NIE | VIRTUS ALLIANZGI EQUITY & CONV COMcef | $267,000 | +16.6% | 9,448 | 0.0% | 0.05% | -2.0% | |
HON | Buy | HONEYWELL INTL INC COMstock | $267,000 | +32.2% | 1,255 | +2.1% | 0.05% | +11.1% |
VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $266,000 | +6.4% | 3,133 | -0.9% | 0.05% | -9.1% |
ALL | Buy | ALLSTATE CORP COMstock | $265,000 | +18.8% | 2,409 | +1.9% | 0.05% | 0.0% |
SCHB | Buy | SCHWAB U.S. BROAD MARKET ETFetf | $265,000 | +14.7% | 2,910 | +0.3% | 0.05% | -3.9% |
ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS Astock | $263,000 | +13.9% | 1,006 | -1.8% | 0.05% | -3.9% |
GAB | GABELLI EQUITY TR INC COMcef | $258,000 | +22.9% | 41,224 | 0.0% | 0.05% | +4.3% | |
XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $256,000 | +5.8% | 4,087 | +0.3% | 0.05% | -11.1% |
ABB | Sell | ABB LTD SPONSORED ADRadr | $254,000 | +0.8% | 9,070 | -8.6% | 0.05% | -16.1% |
MDT | Sell | MEDTRONIC PLC SHSstock | $248,000 | +3.3% | 2,115 | -8.6% | 0.05% | -13.2% |
OEF | ISHARES S&P 100 ETFetf | $248,000 | +10.2% | 1,443 | 0.0% | 0.05% | -8.0% | |
TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $245,000 | 0.0% | 527 | -4.9% | 0.05% | -14.8% |
UDR | UDR INC COMreit | $244,000 | +17.9% | 6,347 | 0.0% | 0.04% | -2.2% | |
VCIT | Sell | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $241,000 | -8.4% | 2,476 | -9.7% | 0.04% | -22.4% |
V | Buy | VISA INC COM CL Astock | $237,000 | +11.8% | 1,082 | +2.2% | 0.04% | -6.4% |
CAT | New | CATERPILLAR INC COMstock | $237,000 | – | 1,300 | +100.0% | 0.04% | – |
WMT | Sell | WALMART INC COMstock | $238,000 | -1.7% | 1,648 | -4.7% | 0.04% | -18.5% |
NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $236,000 | +10.8% | 2,951 | 0.0% | 0.04% | -6.4% | |
ESGE | New | ISHARES MSCI EM ESG SELECT ETFetf | $226,000 | – | 5,377 | +100.0% | 0.04% | – |
EMB | Sell | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $226,000 | -18.4% | 1,953 | -21.7% | 0.04% | -31.1% |
BIV | New | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $222,000 | – | 2,396 | +100.0% | 0.04% | – |
XLY | Sell | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $215,000 | -6.5% | 1,336 | -14.6% | 0.04% | -21.6% |
UBSI | Sell | UNITED BANKSHARES INC WEST VA COMstock | $217,000 | -15.2% | 6,705 | -43.8% | 0.04% | -29.8% |
RDSA | New | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $213,000 | – | 6,057 | +100.0% | 0.04% | – |
CPRT | Sell | COPART INC COMstock | $208,000 | -1.0% | 1,632 | -18.2% | 0.04% | -15.2% |
MET | New | METLIFE INC COMstock | $211,000 | – | 4,494 | +100.0% | 0.04% | – |
WM | New | WASTE MGMT INC DEL COMstock | $198,000 | – | 1,677 | +100.0% | 0.04% | – |
ADP | New | AUTOMATIC DATA PROCESSING INC COMstock | $201,000 | – | 1,141 | +100.0% | 0.04% | – |
KIO | KKR INCOME OPPORTUNITIES FD COMcef | $198,000 | +6.5% | 13,728 | 0.0% | 0.04% | -9.8% | |
TJX | New | TJX COS INC NEW COMstock | $196,000 | – | 2,866 | +100.0% | 0.04% | – |
TIP | Sell | ISHARES TIPS BOND ETFetf | $192,000 | -9.4% | 1,507 | -10.2% | 0.04% | -23.4% |
SMG | New | SCOTTS MIRACLE-GRO CO CL Astock | $193,000 | – | 968 | +100.0% | 0.04% | – |
CMI | New | CUMMINS INC COMstock | $189,000 | – | 832 | +100.0% | 0.04% | – |
GLD | Sell | SPDR GOLD SHARESetf | $185,000 | -15.5% | 1,037 | -16.2% | 0.03% | -29.2% |
CDW | New | CDW CORP COMstock | $183,000 | – | 1,387 | +100.0% | 0.03% | – |
RNP | New | COHEN & STEERS REIT & PFD &INM COMcef | $183,000 | – | 8,000 | +100.0% | 0.03% | – |
NEE | New | NEXTERA ENERGY INC COMstock | $180,000 | – | 2,332 | +100.0% | 0.03% | – |
DD | New | DUPONT DE NEMOURS INC COMstock | $181,000 | – | 2,548 | +100.0% | 0.03% | – |
XLF | New | FINANCIAL SELECT SECTOR SPDR FUNDetf | $176,000 | – | 5,982 | +100.0% | 0.03% | – |
CRL | New | CHARLES RIV LABS INTL INC COMstock | $179,000 | – | 715 | +100.0% | 0.03% | – |
VLUE | New | ISHARES MSCI USA VALUE FACTOR ETFetf | $177,000 | – | 2,038 | +100.0% | 0.03% | – |
EEMV | New | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $176,000 | – | 2,883 | +100.0% | 0.03% | – |
INFO | New | IHS MARKIT LTD SHSstock | $174,000 | – | 1,941 | +100.0% | 0.03% | – |
CCD | New | CALAMOS DYNAMIC CONV & INCOME COMcef | $169,000 | – | 6,000 | +100.0% | 0.03% | – |
APH | New | AMPHENOL CORP NEW CL Astock | $169,000 | – | 1,292 | +100.0% | 0.03% | – |
LBRDK | New | LIBERTY BROADBAND CORP COM SER Cstock | $174,000 | – | 1,098 | +100.0% | 0.03% | – |
MCK | New | MCKESSON CORP COMstock | $169,000 | – | 970 | +100.0% | 0.03% | – |
TER | New | TERADYNE INC COMstock | $172,000 | – | 1,432 | +100.0% | 0.03% | – |
SMMF | New | SUMMIT FINL GROUP INC COMstock | $168,000 | – | 7,630 | +100.0% | 0.03% | – |
PID | Sell | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETFetf | $164,000 | +16.3% | 10,714 | -3.8% | 0.03% | 0.0% |
MEN | BLACKROCK MUNIENHANCED FD INC COMcef | $166,000 | +5.7% | 13,886 | 0.0% | 0.03% | -11.4% | |
RVT | ROYCE VALUE TR INC COMcef | $165,000 | +26.9% | 10,253 | 0.0% | 0.03% | +6.9% | |
UL | New | UNILEVER PLC SPON ADR NEWadr | $162,000 | – | 2,679 | +100.0% | 0.03% | – |
AMAT | New | APPLIED MATLS INC COMstock | $161,000 | – | 1,865 | +100.0% | 0.03% | – |
PGR | New | PROGRESSIVE CORP COMstock | $157,000 | – | 1,590 | +100.0% | 0.03% | – |
WRB | New | BERKLEY W R CORP COMstock | $156,000 | – | 2,354 | +100.0% | 0.03% | – |
NVS | New | NOVARTIS AG SPONSORED ADRadr | $158,000 | – | 1,678 | +100.0% | 0.03% | – |
ZBRA | New | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $151,000 | – | 394 | +100.0% | 0.03% | – |
CMCSA | New | COMCAST CORP NEW CL Astock | $152,000 | – | 2,893 | +100.0% | 0.03% | – |
CVS | New | CVS HEALTH CORP COMstock | $149,000 | – | 2,176 | +100.0% | 0.03% | – |
EES | New | WISDOMTREE U.S. SMALLCAP FUNDetf | $152,000 | – | 3,900 | +100.0% | 0.03% | – |
DHR | New | DANAHER CORPORATION COMstock | $149,000 | – | 671 | +100.0% | 0.03% | – |
MSCI | New | MSCI INC COMstock | $151,000 | – | 338 | +100.0% | 0.03% | – |
QQQ | New | INVESCO QQQ TRUSTetf | $152,000 | – | 485 | +100.0% | 0.03% | – |
VFH | New | VANGUARD FINANCIALS INDEX FUNDetf | $152,000 | – | 2,087 | +100.0% | 0.03% | – |
ICE | New | INTERCONTINENTAL EXCHANGE INC COMstock | $148,000 | – | 1,281 | +100.0% | 0.03% | – |
PRFZ | New | INVESCO FTSE RAFI US 1500A SMALL-MIDA ETFetf | $146,000 | – | 968 | +100.0% | 0.03% | – |
BKH | New | BLACK HILLS CORP COMstock | $143,000 | – | 2,325 | +100.0% | 0.03% | – |
MBB | New | ISHARES MBS ETFetf | $146,000 | – | 1,328 | +100.0% | 0.03% | – |
KRE | New | SPDR S&P REGIONAL BANKING ETFetf | $137,000 | – | 2,631 | +100.0% | 0.03% | – |
BAM | New | BROOKFIELD ASSET MGMT INC CL A LTD VT SHstock | $141,000 | – | 3,415 | +100.0% | 0.03% | – |
PPL | New | PPL CORP COMstock | $142,000 | – | 5,024 | +100.0% | 0.03% | – |
BRO | New | BROWN & BROWN INC COMstock | $137,000 | – | 2,895 | +100.0% | 0.03% | – |
ADI | New | ANALOG DEVICES INC COMstock | $142,000 | – | 961 | +100.0% | 0.03% | – |
NVG | New | NUVEEN AMT FREE MUN CR INC FD COMcef | $140,000 | – | 8,321 | +100.0% | 0.03% | – |
SITE | New | SITEONE LANDSCAPE SUPPLY INC COMstock | $137,000 | – | 861 | +100.0% | 0.03% | – |
DE | New | DEERE & CO COMstock | $132,000 | – | 489 | +100.0% | 0.02% | – |
TXN | New | TEXAS INSTRS INC COMstock | $132,000 | – | 806 | +100.0% | 0.02% | – |
PBE | New | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFetf | $127,000 | – | 1,808 | +100.0% | 0.02% | – |
PXH | New | INVESCO FTSE RAFI EMERGING MARKETS ETFetf | $129,000 | – | 6,089 | +100.0% | 0.02% | – |
POOL | New | POOL CORP COMstock | $131,000 | – | 351 | +100.0% | 0.02% | – |
RTX | New | RAYTHEON TECHNOLOGIES CORP COMstock | $130,000 | – | 1,817 | +100.0% | 0.02% | – |
DOCU | New | DOCUSIGN INC COMstock | $129,000 | – | 579 | +100.0% | 0.02% | – |
MSI | New | MOTOROLA SOLUTIONS INC COM NEWstock | $130,000 | – | 763 | +100.0% | 0.02% | – |
BGB | BLACKSTONE STRATEGIC CREDIT FD COM SHS BEN INcef | $125,000 | +2.5% | 10,000 | 0.0% | 0.02% | -14.8% | |
BGH | New | BARINGS GLOBAL SHORT DURATION COMcef | $121,000 | – | 8,000 | +100.0% | 0.02% | – |
PRF | New | INVESCO FTSE RAFI US 1000 ETFetf | $124,000 | – | 932 | +100.0% | 0.02% | – |
RY | New | ROYAL BK CDA COMstock | $123,000 | – | 1,500 | +100.0% | 0.02% | – |
ACGL | New | ARCH CAP GROUP LTD ORDstock | $124,000 | – | 3,451 | +100.0% | 0.02% | – |
SCI | New | SERVICE CORP INTL COMstock | $125,000 | – | 2,553 | +100.0% | 0.02% | – |
LRGF | New | ISHARES MSCI USA MULTIFACTOR ETFetf | $122,000 | – | 3,239 | +100.0% | 0.02% | – |
IT | New | GARTNER INC COMstock | $117,000 | – | 729 | +100.0% | 0.02% | – |
NVO | New | NOVO-NORDISK A S ADRadr | $117,000 | – | 1,679 | +100.0% | 0.02% | – |
LQD | New | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $119,000 | – | 863 | +100.0% | 0.02% | – |
AMT | New | AMERICAN TOWER CORP NEW COMreit | $118,000 | – | 526 | +100.0% | 0.02% | – |
IHI | New | ISHARES U.S. MEDICAL DEVICES ETFetf | $116,000 | – | 354 | +100.0% | 0.02% | – |
COP | New | CONOCOPHILLIPS COMstock | $119,000 | – | 2,971 | +100.0% | 0.02% | – |
NPV | New | NUVEEN VIRGINIA QLTY MUNCPL FD COMcef | $113,000 | – | 7,125 | +100.0% | 0.02% | – |
PM | New | PHILIP MORRIS INTL INC COMstock | $114,000 | – | 1,381 | +100.0% | 0.02% | – |
COO | New | COOPER COS INC COM NEWstock | $112,000 | – | 307 | +100.0% | 0.02% | – |
VCR | New | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDetf | $110,000 | – | 400 | +100.0% | 0.02% | – |
QCOM | New | QUALCOMM INC COMstock | $111,000 | – | 727 | +100.0% | 0.02% | – |
LH | New | LABORATORY CORP AMER HLDGS COM NEWstock | $115,000 | – | 563 | +100.0% | 0.02% | – |
RDSB | New | ROYAL DUTCH SHELL PLC SPON ADR Badr | $111,000 | – | 3,292 | +100.0% | 0.02% | – |
TRV | New | TRAVELERS COMPANIES INC COMstock | $114,000 | – | 815 | +100.0% | 0.02% | – |
TD | New | TORONTO DOMINION BK ONT COM NEWstock | $113,000 | – | 2,000 | +100.0% | 0.02% | – |
ANET | New | ARISTA NETWORKS INC COMstock | $114,000 | – | 393 | +100.0% | 0.02% | – |
EFV | New | ISHARES MSCI EAFE VALUE ETFetf | $111,000 | – | 2,362 | +100.0% | 0.02% | – |
EHI | WESTERN ASSET GLOBAL HIGH INCO COMcef | $107,000 | +3.9% | 10,700 | 0.0% | 0.02% | -13.0% | |
MFC | New | MANULIFE FINL CORP COMstock | $108,000 | – | 6,053 | +100.0% | 0.02% | – |
MDLZ | New | MONDELEZ INTL INC CL Astock | $106,000 | – | 1,811 | +100.0% | 0.02% | – |
TGT | New | TARGET CORP COMstock | $108,000 | – | 612 | +100.0% | 0.02% | – |
FIS | New | FIDELITY NATL INFORMATION SVCS COMstock | $108,000 | – | 767 | +100.0% | 0.02% | – |
DOW | New | DOW INC COMstock | $108,000 | – | 1,943 | +100.0% | 0.02% | – |
MS | New | MORGAN STANLEY COM NEWstock | $105,000 | – | 1,526 | +100.0% | 0.02% | – |
IYG | New | ISHARES U.S. FINANCIAL SERVICES ETFetf | $109,000 | – | 726 | +100.0% | 0.02% | – |
DON | New | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $104,000 | – | 3,000 | +100.0% | 0.02% | – |
TRI | New | THOMSON REUTERS CORP. COM NEWstock | $102,000 | – | 1,247 | +100.0% | 0.02% | – |
BTI | New | BRITISH AMERN TOB PLC SPONSORED ADRadr | $102,000 | – | 2,732 | +100.0% | 0.02% | – |
BCE | New | BCE INC COM NEWstock | $101,000 | – | 2,360 | +100.0% | 0.02% | – |
AMZN | New | AMAZON COM INC COMstock | $101,000 | – | 31 | +100.0% | 0.02% | – |
USA | LIBERTY ALL STAR EQUITY FD SH BEN INTcef | $104,000 | +15.6% | 15,000 | 0.0% | 0.02% | -5.0% | |
MDY | New | SPDR S&P MIDCAP 400 ETFetf | $103,000 | – | 246 | +100.0% | 0.02% | – |
NDSN | New | NORDSON CORP COMstock | $104,000 | – | 517 | +100.0% | 0.02% | – |
MKL | New | MARKEL CORP COMstock | $95,000 | – | 92 | +100.0% | 0.02% | – |
GWW | New | GRAINGER W W INC COMstock | $94,000 | – | 230 | +100.0% | 0.02% | – |
SCD | New | LMP CAP & INCOME FD INC COMcef | $98,000 | – | 8,429 | +100.0% | 0.02% | – |
IMO | New | IMPERIAL OIL LTD COM NEWstock | $96,000 | – | 5,039 | +100.0% | 0.02% | – |
XLI | New | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $98,000 | – | 1,103 | +100.0% | 0.02% | – |
THO | New | THOR INDS INC COMstock | $99,000 | – | 1,062 | +100.0% | 0.02% | – |
OIA | INVESCO MUNI INCOME OPP TRST COMcef | $96,000 | +7.9% | 12,180 | 0.0% | 0.02% | -10.0% | |
MKC | New | MCCORMICK & CO INC COM NON VTGstock | $99,000 | – | 1,036 | +100.0% | 0.02% | – |
YUM | New | YUM BRANDS INC COMstock | $94,000 | – | 867 | +100.0% | 0.02% | – |
CERN | New | CERNER CORP COMstock | $97,000 | – | 1,232 | +100.0% | 0.02% | – |
CSL | New | CARLISLE COS INC COMstock | $99,000 | – | 631 | +100.0% | 0.02% | – |
GOVT | New | ISHARES U.S. TREASURY BOND ETFetf | $95,000 | – | 3,490 | +100.0% | 0.02% | – |
SCHM | New | SCHWAB U.S. MID-CAP ETFetf | $94,000 | – | 1,381 | +100.0% | 0.02% | – |
STT | New | STATE STR CORP COMstock | $92,000 | – | 1,266 | +100.0% | 0.02% | – |
EFX | New | EQUIFAX INC COMstock | $92,000 | – | 475 | +100.0% | 0.02% | – |
O | New | REALTY INCOME CORP COMreit | $91,000 | – | 1,467 | +100.0% | 0.02% | – |
FB | New | FACEBOOK INC CL Astock | $92,000 | – | 338 | +100.0% | 0.02% | – |
VNT | New | VONTIER CORPORATION COMstock | $89,000 | – | 2,650 | +100.0% | 0.02% | – |
NTRS | New | NORTHERN TR CORP COMstock | $93,000 | – | 1,000 | +100.0% | 0.02% | – |
QABA | New | FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUNDetf | $89,000 | – | 1,984 | +100.0% | 0.02% | – |
PAYX | New | PAYCHEX INC COMstock | $93,000 | – | 1,003 | +100.0% | 0.02% | – |
SNY | New | SANOFI SPONSORED ADRadr | $92,000 | – | 1,897 | +100.0% | 0.02% | – |
VNQI | New | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEXetf | $92,000 | – | 1,694 | +100.0% | 0.02% | – |
VXUS | New | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $91,000 | – | 1,509 | +100.0% | 0.02% | – |
TM | New | TOYOTA MOTOR CORP SP ADR REP2COMadr | $89,000 | – | 578 | +100.0% | 0.02% | – |
KMX | New | CARMAX INC COMstock | $85,000 | – | 905 | +100.0% | 0.02% | – |
TSM | New | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $84,000 | – | 767 | +100.0% | 0.02% | – |
J | New | JACOBS ENGR GROUP INC COMstock | $88,000 | – | 808 | +100.0% | 0.02% | – |
BSY | New | BENTLEY SYS INC COM CL Bstock | $84,000 | – | 2,070 | +100.0% | 0.02% | – |
CMU | MFS HIGH YIELD MUN TR SH BEN INTcef | $84,000 | +5.0% | 19,098 | 0.0% | 0.02% | -11.1% | |
APTV | New | APTIV PLC SHSstock | $87,000 | – | 670 | +100.0% | 0.02% | – |
SLY | New | SPDR S&P 600 SMALL CAP ETFetf | $87,000 | – | 1,100 | +100.0% | 0.02% | – |
LII | New | LENNOX INTL INC COMstock | $84,000 | – | 305 | +100.0% | 0.02% | – |
ALLE | New | ALLEGION PLC ORD SHSstock | $86,000 | – | 735 | +100.0% | 0.02% | – |
FE | New | FIRSTENERGY CORP COMstock | $87,000 | – | 2,841 | +100.0% | 0.02% | – |
ATVI | New | ACTIVISION BLIZZARD INC COMstock | $84,000 | – | 906 | +100.0% | 0.02% | – |
VMW | New | VMWARE INC CL A COMstock | $82,000 | – | 582 | +100.0% | 0.02% | – |
CHE | New | CHEMED CORP NEW COMstock | $81,000 | – | 153 | +100.0% | 0.02% | – |
VAR | New | VARIAN MED SYS INC COMstock | $79,000 | – | 450 | +100.0% | 0.02% | – |
DEM | New | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $83,000 | – | 2,019 | +100.0% | 0.02% | – |
PHB | New | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETFetf | $82,000 | – | 4,199 | +100.0% | 0.02% | – |
AVK | New | ADVENT CONVERTIBLE & INCOME FD COMcef | $73,000 | – | 4,436 | +100.0% | 0.01% | – |
PCY | New | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $77,000 | – | 2,677 | +100.0% | 0.01% | – |
VXF | New | VANGUARD EXTENDED MARKET INDEX FUNDetf | $77,000 | – | 468 | +100.0% | 0.01% | – |
VALE | New | VALE S A SPONSORED ADSadr | $75,000 | – | 4,484 | +100.0% | 0.01% | – |
ANSS | New | ANSYS INC COMstock | $77,000 | – | 213 | +100.0% | 0.01% | – |
SHW | New | SHERWIN WILLIAMS CO COMstock | $73,000 | – | 100 | +100.0% | 0.01% | – |
GSK | New | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $75,000 | – | 2,045 | +100.0% | 0.01% | – |
SLB | New | SCHLUMBERGER LTD COMstock | $74,000 | – | 3,403 | +100.0% | 0.01% | – |
AZPN | New | ASPEN TECHNOLOGY INC COMstock | $76,000 | – | 582 | +100.0% | 0.01% | – |
BMO | New | BANK MONTREAL QUE COMstock | $76,000 | – | 1,000 | +100.0% | 0.01% | – |
BOE | New | BLACKROCK ENHANCED GLOBAL DIVI COMcef | $69,000 | – | 6,304 | +100.0% | 0.01% | – |
USMC | New | PRINCIPAL U.S. MEGA-CAP ETFetf | $70,000 | – | 1,961 | +100.0% | 0.01% | – |
CARR | New | CARRIER GLOBAL CORPORATION COMstock | $68,000 | – | 1,812 | +100.0% | 0.01% | – |
MO | New | ALTRIA GROUP INC COMstock | $69,000 | – | 1,683 | +100.0% | 0.01% | – |
IWD | New | ISHARES RUSSELL 1000 VALUE ETFetf | $68,000 | – | 500 | +100.0% | 0.01% | – |
NCV | VIRTUS ALLIANZGI CONVERTIBLE COMcef | $72,000 | +24.1% | 12,567 | 0.0% | 0.01% | 0.0% | |
QRVO | New | QORVO INC COMstock | $71,000 | – | 425 | +100.0% | 0.01% | – |
ELAN | New | ELANCO ANIMAL HEALTH INC COMstock | $68,000 | – | 2,210 | +100.0% | 0.01% | – |
FLT | New | FLEETCOR TECHNOLOGIES INC COMstock | $69,000 | – | 253 | +100.0% | 0.01% | – |
BFAM | New | BRIGHT HORIZONS FAM SOL IN DEL COMstock | $68,000 | – | 394 | +100.0% | 0.01% | – |
PFG | New | PRINCIPAL FINANCIAL GROUP INC COMstock | $64,000 | – | 1,300 | +100.0% | 0.01% | – |
CTVA | New | CORTEVA INC COMstock | $65,000 | – | 1,675 | +100.0% | 0.01% | – |
UBS | New | UBS GROUP AG SHSstock | $67,000 | – | 4,760 | +100.0% | 0.01% | – |
EZM | New | WISDOMTREE U.S. MIDCAP FUNDetf | $65,000 | – | 1,500 | +100.0% | 0.01% | – |
FLIR | New | FLIR SYS INC COMstock | $62,000 | – | 1,415 | +100.0% | 0.01% | – |
FICO | New | FAIR ISAAC CORP COMstock | $64,000 | – | 125 | +100.0% | 0.01% | – |
JKHY | New | HENRY JACK & ASSOC INC COMstock | $64,000 | – | 395 | +100.0% | 0.01% | – |
UPS | New | UNITED PARCEL SERVICE INC CL Bstock | $63,000 | – | 376 | +100.0% | 0.01% | – |
PGX | New | INVESCO PREFERRED ETFetf | $62,000 | – | 4,071 | +100.0% | 0.01% | – |
XLE | New | ENERGY SELECT SECTOR SPDR FUNDetf | $66,000 | – | 1,731 | +100.0% | 0.01% | – |
BBVA | Sell | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $62,000 | +77.1% | 12,561 | -1.7% | 0.01% | +50.0% |
IEMG | New | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $63,000 | – | 1,012 | +100.0% | 0.01% | – |
ROL | New | ROLLINS INC COMstock | $67,000 | – | 1,725 | +100.0% | 0.01% | – |
NKE | New | NIKE INC CL Bstock | $66,000 | – | 469 | +100.0% | 0.01% | – |
PKO | New | PIMCO INCOME OPPORTUNITY FD COMcef | $67,000 | – | 2,666 | +100.0% | 0.01% | – |
MC | New | MOELIS & CO CL Astock | $63,000 | – | 1,357 | +100.0% | 0.01% | – |
NWL | New | NEWELL BRANDS INC COMstock | $64,000 | – | 3,000 | +100.0% | 0.01% | – |
EW | New | EDWARDS LIFESCIENCES CORP COMstock | $61,000 | – | 673 | +100.0% | 0.01% | – |
PWR | New | QUANTA SVCS INC COMstock | $58,000 | – | 800 | +100.0% | 0.01% | – |
MA | New | MASTERCARD INCORPORATED CL Astock | $60,000 | – | 169 | +100.0% | 0.01% | – |
DEO | New | DIAGEO PLC SPON ADR NEWadr | $60,000 | – | 377 | +100.0% | 0.01% | – |
VGK | New | VANGUARD FTSE EUROPE ETFetf | $60,000 | – | 1,000 | +100.0% | 0.01% | – |
SRCL | New | STERICYCLE INC COMstock | $58,000 | – | 830 | +100.0% | 0.01% | – |
ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADSadr | $61,000 | +41.9% | 10,452 | 0.0% | 0.01% | +10.0% | |
DELL | New | DELL TECHNOLOGIES INC CL Cstock | $61,000 | – | 838 | +100.0% | 0.01% | – |
OTIS | New | OTIS WORLDWIDE CORP COMstock | $61,000 | – | 906 | +100.0% | 0.01% | – |
SCHW | New | SCHWAB CHARLES CORP COMstock | $58,000 | – | 1,092 | +100.0% | 0.01% | – |
PIM | PUTNAM MASTER INTER INCOME TR SH BEN INTcef | $60,000 | +1.7% | 14,300 | 0.0% | 0.01% | -15.4% | |
BX | New | BLACKSTONE GROUP INC COM CL Astock | $58,000 | – | 899 | +100.0% | 0.01% | – |
IBKR | New | INTERACTIVE BROKERS GROUP INC COM CL Astock | $54,000 | – | 892 | +100.0% | 0.01% | – |
MNST | New | MONSTER BEVERAGE CORP NEW COMstock | $54,000 | – | 588 | +100.0% | 0.01% | – |
PRU | New | PRUDENTIAL FINL INC COMstock | $56,000 | – | 716 | +100.0% | 0.01% | – |
BOND | New | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $55,000 | – | 485 | +100.0% | 0.01% | – |
NUV | New | NUVEEN MUN VALUE FD INC COMcef | $52,000 | – | 4,707 | +100.0% | 0.01% | – |
EXPD | New | EXPEDITORS INTL WASH INC COMstock | $51,000 | – | 541 | +100.0% | 0.01% | – |
HPQ | New | HP INC COMstock | $55,000 | – | 2,222 | +100.0% | 0.01% | – |
AFL | New | AFLAC INC COMstock | $53,000 | – | 1,196 | +100.0% | 0.01% | – |
SPH | New | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $55,000 | – | 3,695 | +100.0% | 0.01% | – |
C | New | CITIGROUP INC COM NEWstock | $51,000 | – | 833 | +100.0% | 0.01% | – |
BNS | New | BANK NOVA SCOTIA B C COMstock | $54,000 | – | 1,000 | +100.0% | 0.01% | – |
DG | New | DOLLAR GEN CORP NEW COMstock | $54,000 | – | 258 | +100.0% | 0.01% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L P COMstock | $51,000 | – | 2,620 | +100.0% | 0.01% | – |
KMB | New | KIMBERLY-CLARK CORP COMstock | $51,000 | – | 376 | +100.0% | 0.01% | – |
SWKS | New | SKYWORKS SOLUTIONS INC COMstock | $52,000 | – | 337 | +100.0% | 0.01% | – |
YUMC | New | YUM CHINA HLDGS INC COMstock | $49,000 | – | 864 | +100.0% | 0.01% | – |
CIB | New | BANCOLOMBIA S A SPON ADR PREFadr | $46,000 | – | 1,137 | +100.0% | 0.01% | – |
WY | New | WEYERHAEUSER CO MTN BE COM NEWreit | $50,000 | – | 1,500 | +100.0% | 0.01% | – |
FAST | New | FASTENAL CO COMstock | $46,000 | – | 949 | +100.0% | 0.01% | – |
WSO | New | WATSCO INC COMstock | $46,000 | – | 204 | +100.0% | 0.01% | – |
EXPO | New | EXPONENT INC COMstock | $46,000 | – | 514 | +100.0% | 0.01% | – |
AWI | New | ARMSTRONG WORLD INDS INC NEW COMstock | $47,000 | – | 635 | +100.0% | 0.01% | – |
NAD | New | NUVEEN QUALITY MUNCP INCOME FD COMcef | $46,000 | – | 3,000 | +100.0% | 0.01% | – |
TFX | New | TELEFLEX INCORPORATED COMstock | $50,000 | – | 121 | +100.0% | 0.01% | – |
KMPR | New | KEMPER CORP COMstock | $49,000 | – | 644 | +100.0% | 0.01% | – |
TXT | New | TEXTRON INC COMstock | $49,000 | – | 1,016 | +100.0% | 0.01% | – |
ROK | New | ROCKWELL AUTOMATION INC COMstock | $46,000 | – | 183 | +100.0% | 0.01% | – |
AMP | New | AMERIPRISE FINL INC COMstock | $47,000 | – | 244 | +100.0% | 0.01% | – |
ABC | New | AMERISOURCEBERGEN CORP COMstock | $50,000 | – | 512 | +100.0% | 0.01% | – |
PMO | New | PUTNAM MUN OPPORTUNITIES TR SH BEN INTcef | $46,000 | – | 3,360 | +100.0% | 0.01% | – |
GBCI | New | GLACIER BANCORP INC NEW COMstock | $48,000 | – | 1,034 | +100.0% | 0.01% | – |
PUK | New | PRUDENTIAL PLC ADRadr | $46,000 | – | 1,241 | +100.0% | 0.01% | – |
KMI | New | KINDER MORGAN INC DEL COMstock | $43,000 | – | 3,153 | +100.0% | 0.01% | – |
IX | New | ORIX CORP SPONSORED ADRadr | $44,000 | – | 570 | +100.0% | 0.01% | – |
CEF | New | SPROTT PHYSICAL GOLD & SILVER TR UNITcef | $44,000 | – | 2,287 | +100.0% | 0.01% | – |
SYK | New | STRYKER CORPORATION COMstock | $41,000 | – | 166 | +100.0% | 0.01% | – |
DGRO | New | ISHARES CORE DIVIDEND GROWTH ETFetf | $44,000 | – | 988 | +100.0% | 0.01% | – |
COF | New | CAPITAL ONE FINL CORP COMstock | $44,000 | – | 447 | +100.0% | 0.01% | – |
BRBS | New | BLUE RIDGE BANKSHARES INC VA COMstock | $44,000 | – | 2,497 | +100.0% | 0.01% | – |
VDC | New | VANGUARD CONSUMER STAPLES INDEX FUNDetf | $45,000 | – | 260 | +100.0% | 0.01% | – |
PPT | New | PUTNAM PREMIER INCOME TR SH BEN INTcef | $44,000 | – | 9,500 | +100.0% | 0.01% | – |
MFM | New | MFS MUN INCOME TR SH BEN INTcef | $41,000 | – | 6,106 | +100.0% | 0.01% | – |
PLD | New | PROLOGIS INC. COMreit | $42,000 | – | 421 | +100.0% | 0.01% | – |
WELL | New | WELLTOWER INC COMreit | $42,000 | – | 657 | +100.0% | 0.01% | – |
NEU | New | NEWMARKET CORP COMstock | $45,000 | – | 113 | +100.0% | 0.01% | – |
PSX | New | PHILLIPS 66 COMstock | $44,000 | – | 624 | +100.0% | 0.01% | – |
CLVT | New | CLARIVATE PLC ORD SHSstock | $42,000 | – | 1,423 | +100.0% | 0.01% | – |
FIVE | New | FIVE BELOW INC COMstock | $36,000 | – | 205 | +100.0% | 0.01% | – |
VCLT | New | VANGUARD LONG-TERM CORPORATE BOND ETFetf | $39,000 | – | 349 | +100.0% | 0.01% | – |
EA | New | ELECTRONIC ARTS INC COMstock | $39,000 | – | 269 | +100.0% | 0.01% | – |
UGI | New | UGI CORP NEW COMstock | $36,000 | – | 1,019 | +100.0% | 0.01% | – |
CL | New | COLGATE PALMOLIVE CO COMstock | $37,000 | – | 427 | +100.0% | 0.01% | – |
COR | New | CORESITE REALTYreit | $40,000 | – | 323 | +100.0% | 0.01% | – |
RYAAY | New | RYANAIR HOLDINGS PLC SPONSORED ADSadr | $35,000 | – | 314 | +100.0% | 0.01% | – |
IWR | New | ISHARES RUSSELL MID-CAP ETFetf | $38,000 | – | 552 | +100.0% | 0.01% | – |
NXPI | New | NXP SEMICONDUCTORS N V COMstock | $39,000 | – | 243 | +100.0% | 0.01% | – |
EEM | New | ISHARES MSCI EMERGING MARKETS ETFetf | $39,000 | – | 764 | +100.0% | 0.01% | – |
BLL | New | BALL CORP COMstock | $37,000 | – | 400 | +100.0% | 0.01% | – |
BFB | New | BROWN FORMAN CORP CL Bstock | $35,000 | – | 437 | +100.0% | 0.01% | – |
WPP | New | WPP PLC NEW ADRadr | $35,000 | – | 644 | +100.0% | 0.01% | – |
CI | New | CIGNA CORP NEW COMstock | $39,000 | – | 188 | +100.0% | 0.01% | – |
NZF | New | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTcef | $32,000 | – | 2,000 | +100.0% | 0.01% | – |
DBC | New | INVESCO DB COMMODITY INDEX TRACKING FUNDetf | $31,000 | – | 2,117 | +100.0% | 0.01% | – |
MMC | New | MARSH & MCLENNAN COS INC COMstock | $34,000 | – | 290 | +100.0% | 0.01% | – |
VTRS | New | VIATRIS INC COMstock | $34,000 | – | 1,790 | +100.0% | 0.01% | – |
SON | New | SONOCO PRODS CO COMstock | $30,000 | – | 500 | +100.0% | 0.01% | – |
BHP | New | BHP GROUP LTD SPONSORED ADSadr | $31,000 | – | 467 | +100.0% | 0.01% | – |
VFC | New | V F CORP COMstock | $34,000 | – | 393 | +100.0% | 0.01% | – |
MTD | New | METTLER TOLEDO INTERNATIONAL COMstock | $34,000 | – | 30 | +100.0% | 0.01% | – |
BYM | New | BLACKROCK MUN INCOME QUALITY T COMcef | $31,000 | – | 2,044 | +100.0% | 0.01% | – |
IWO | New | ISHARES RUSSELL 2000 GROWTH ETFetf | $32,000 | – | 110 | +100.0% | 0.01% | – |
EOI | New | EATON VANCE ENHANCED EQUITY IN COMcef | $32,000 | – | 2,000 | +100.0% | 0.01% | – |
BAP | New | CREDICORP LTD COMstock | $31,000 | – | 192 | +100.0% | 0.01% | – |
SAM | New | BOSTON BEER INC CL Astock | $33,000 | – | 33 | +100.0% | 0.01% | – |
BUI | New | BLACKROCK UTILITIES INFRSTRCTR COMcef | $30,000 | – | 1,200 | +100.0% | 0.01% | – |
ZTS | New | ZOETIS INC CL Astock | $31,000 | – | 187 | +100.0% | 0.01% | – |
TREX | New | TREX CO INC COMstock | $33,000 | – | 400 | +100.0% | 0.01% | – |
ITOT | New | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $28,000 | – | 330 | +100.0% | 0.01% | – |
CCK | New | CROWN HLDGS INC COMstock | $26,000 | – | 262 | +100.0% | 0.01% | – |
EV | New | EATON VANCE CORP COM NON VTGstock | $27,000 | – | 398 | +100.0% | 0.01% | – |
FVD | New | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $25,000 | – | 717 | +100.0% | 0.01% | – |
F | New | FORD MTR CO DEL COMstock | $26,000 | – | 2,908 | +100.0% | 0.01% | – |
GILD | New | GILEAD SCIENCES INC COMstock | $27,000 | – | 458 | +100.0% | 0.01% | – |
HPE | New | HEWLETT PACKARD ENTERPRISE CO COMstock | $26,000 | – | 2,203 | +100.0% | 0.01% | – |
HUM | New | HUMANA INC COMstock | $27,000 | – | 65 | +100.0% | 0.01% | – |
CPK | New | CHESAPEAKE UTILS CORP COMstock | $28,000 | – | 262 | +100.0% | 0.01% | – |
NOC | New | NORTHROP GRUMMAN CORP COMstock | $28,000 | – | 93 | +100.0% | 0.01% | – |
OGS | New | ONE GAS INC COMstock | $25,000 | – | 322 | +100.0% | 0.01% | – |
OMI | New | OWENS & MINOR INC NEW COMstock | $25,000 | – | 937 | +100.0% | 0.01% | – |
PPC | New | PILGRIMS PRIDE CORP COMstock | $28,000 | – | 1,406 | +100.0% | 0.01% | – |
SAP | New | SAP SE SPON ADRadr | $27,000 | – | 209 | +100.0% | 0.01% | – |
SBCF | New | SEACOAST BKG CORP FLA COM NEWstock | $29,000 | – | 1,000 | +100.0% | 0.01% | – |
MOAT | New | VANECK VECTORS MORNINGSTAR WIDE MOAT ETFetf | $25,000 | – | 398 | +100.0% | 0.01% | – |
AMNB | New | AMERICAN NATL BANKSHARES INC COMstock | $25,000 | – | 949 | +100.0% | 0.01% | – |
VEEV | New | VEEVA SYS INC CL A COMstock | $27,000 | – | 100 | +100.0% | 0.01% | – |
VRSK | New | VERISK ANALYTICS INC COMstock | $26,000 | – | 127 | +100.0% | 0.01% | – |
WEC | New | WEC ENERGY GROUP INC COMstock | $26,000 | – | 279 | +100.0% | 0.01% | – |
LIN | New | LINDE PLC SHSstock | $26,000 | – | 100 | +100.0% | 0.01% | – |
LVS | New | LAS VEGAS SANDS CORP COMstock | $22,000 | – | 370 | +100.0% | 0.00% | – |
MGF | New | MFS GOVT MKTS INCOME TR SH BEN INTcef | $23,000 | – | 5,000 | +100.0% | 0.00% | – |
AIZ | New | ASSURANT INC COMstock | $22,000 | – | 160 | +100.0% | 0.00% | – |
CBRL | New | CRACKER BARREL OLD CTRY STORE COMstock | $22,000 | – | 169 | +100.0% | 0.00% | – |
CARE | New | CARTER BANKSHARES INC COM NEWstock | $22,000 | – | 2,009 | +100.0% | 0.00% | – |
PEG | New | PUBLIC SVC ENTERPRISE GRP INC COMstock | $23,000 | – | 389 | +100.0% | 0.00% | – |
IQV | New | IQVIA HLDGS INC COMstock | $22,000 | – | 125 | +100.0% | 0.00% | – |
TCP | New | TC PIPELINES LP UT COM LTD PRTstock | $21,000 | – | 700 | +100.0% | 0.00% | – |
ADX | New | ADAMS DIVERSIFIED EQUITY FD COMcef | $22,000 | – | 1,287 | +100.0% | 0.00% | – |
AAP | New | ADVANCE AUTO PARTS INC COMstock | $22,000 | – | 138 | +100.0% | 0.00% | – |
RSP | New | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $19,000 | – | 149 | +100.0% | 0.00% | – |
TEVA | New | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSadr | $19,000 | – | 2,000 | +100.0% | 0.00% | – |
VMO | New | INVESCO MUN OPPORTUNITY TR COMcef | $22,000 | – | 1,692 | +100.0% | 0.00% | – |
GLW | New | CORNING INC COMstock | $22,000 | – | 600 | +100.0% | 0.00% | – |
TOWN | New | TOWNEBANK PORTSMOUTH VA COMstock | $23,000 | – | 1,000 | +100.0% | 0.00% | – |
AKAM | New | AKAMAI TECHNOLOGIES INC COMstock | $19,000 | – | 184 | +100.0% | 0.00% | – |
LAMR | New | LAMAR ADVERTISING CO NEW CL Areit | $23,000 | – | 276 | +100.0% | 0.00% | – |
LHX | New | L3HARRIS TECHNOLOGIES INC COMstock | $20,000 | – | 106 | +100.0% | 0.00% | – |
ALB | New | ALBEMARLE CORP COMstock | $20,000 | – | 134 | +100.0% | 0.00% | – |
HOLX | New | HOLOGIC INC COMstock | $21,000 | – | 293 | +100.0% | 0.00% | – |
ES | New | EVERSOURCE ENERGY COMstock | $24,000 | – | 278 | +100.0% | 0.00% | – |
SPGI | New | S&P GLOBAL INC COMstock | $20,000 | – | 60 | +100.0% | 0.00% | – |
NNN | New | NATIONAL RETAIL PROPERTIES INC COMreit | $23,000 | – | 561 | +100.0% | 0.00% | – |
HOG | New | HARLEY DAVIDSON INC COMstock | $22,000 | – | 600 | +100.0% | 0.00% | – |
HCA | New | HCA HEALTHCARE INC COMstock | $24,000 | – | 147 | +100.0% | 0.00% | – |
BSX | New | BOSTON SCIENTIFIC CORP COMstock | $23,000 | – | 651 | +100.0% | 0.00% | – |
NEAR | New | BLACKROCK SHORT MATURITY BOND ETFetf | $19,000 | – | 384 | +100.0% | 0.00% | – |
CRM | New | SALESFORCE COM INC COMstock | $19,000 | – | 84 | +100.0% | 0.00% | – |
BR | New | BROADRIDGE FINL SOLUTIONS INC COMstock | $22,000 | – | 142 | +100.0% | 0.00% | – |
PFF | New | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $22,000 | – | 562 | +100.0% | 0.00% | – |
SCHV | New | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $22,000 | – | 372 | +100.0% | 0.00% | – |
HYG | New | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $19,000 | – | 215 | +100.0% | 0.00% | – |
BGCP | New | BGC PARTNERS INC CL Astock | $20,000 | – | 5,000 | +100.0% | 0.00% | – |
PENN | New | PENN NATL GAMING INC COMstock | $20,000 | – | 230 | +100.0% | 0.00% | – |
CHKP | New | CHECK POINT SOFTWARE TECH LTD ORDstock | $20,000 | – | 152 | +100.0% | 0.00% | – |
FMC | New | FMC CORP COM NEWstock | $23,000 | – | 197 | +100.0% | 0.00% | – |
CBRE | New | CBRE GROUP INC CL Astock | $20,000 | – | 314 | +100.0% | 0.00% | – |
AVY | New | AVERY DENNISON CORP COMstock | $24,000 | – | 153 | +100.0% | 0.00% | – |
PBCT | New | PEOPLES UNITED FINANCIAL INC COMstock | $20,000 | – | 1,533 | +100.0% | 0.00% | – |
NDAQ | New | NASDAQ INC COMstock | $22,000 | – | 166 | +100.0% | 0.00% | – |
IUSV | New | ISHARES CORE S&P U.S. VALUE ETFetf | $22,000 | – | 354 | +100.0% | 0.00% | – |
DFS | New | DISCOVER FINL SVCS COMstock | $20,000 | – | 219 | +100.0% | 0.00% | – |
FBNC | New | FIRST BANCORP N C COMstock | $23,000 | – | 683 | +100.0% | 0.00% | – |
IGV | New | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf | $21,000 | – | 60 | +100.0% | 0.00% | – |
SR | New | SPIRE INC COMstock | $19,000 | – | 302 | +100.0% | 0.00% | – |
LEN | New | LENNAR CORP CL Astock | $17,000 | – | 217 | +100.0% | 0.00% | – |
VMBS | New | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $17,000 | – | 319 | +100.0% | 0.00% | – |
EIX | New | EDISON INTL COMstock | $17,000 | – | 274 | +100.0% | 0.00% | – |
CBSH | New | COMMERCE BANCSHARES INC COMstock | $18,000 | – | 273 | +100.0% | 0.00% | – |
MGM | New | MGM RESORTS INTERNATIONAL COMstock | $15,000 | – | 483 | +100.0% | 0.00% | – |
PYPL | New | PAYPAL HLDGS INC COMstock | $14,000 | – | 61 | +100.0% | 0.00% | – |
LEA | New | LEAR CORP COM NEWstock | $15,000 | – | 95 | +100.0% | 0.00% | – |
TSLA | New | TESLA INC COMstock | $14,000 | – | 20 | +100.0% | 0.00% | – |
EXPE | New | EXPEDIA GROUP INC COM NEWstock | $14,000 | – | 102 | +100.0% | 0.00% | – |
NUE | New | NUCOR CORP COMstock | $14,000 | – | 272 | +100.0% | 0.00% | – |
FOXA | New | FOX CORP CL A COMstock | $15,000 | – | 525 | +100.0% | 0.00% | – |
PXD | New | PIONEER NAT RES CO COMstock | $18,000 | – | 155 | +100.0% | 0.00% | – |
ZBH | New | ZIMMER BIOMET HOLDINGS INC COMstock | $18,000 | – | 115 | +100.0% | 0.00% | – |
TSLX | New | SIXTH STREET SPECIALTY LENDNIN COMcef | $14,000 | – | 682 | +100.0% | 0.00% | – |
CNOB | New | CONNECTONE BANCORP INC COMstock | $15,000 | – | 768 | +100.0% | 0.00% | – |
VBR | New | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $18,000 | – | 125 | +100.0% | 0.00% | – |
PANW | New | PALO ALTO NETWORKS INC COMstock | $15,000 | – | 42 | +100.0% | 0.00% | – |
BCS | New | BARCLAYS PLC ADRadr | $14,000 | – | 1,788 | +100.0% | 0.00% | – |
BDX | New | BECTON DICKINSON & CO COMstock | $15,000 | – | 60 | +100.0% | 0.00% | – |
LYB | New | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $15,000 | – | 159 | +100.0% | 0.00% | – |
LUV | New | SOUTHWEST AIRLS CO COMstock | $14,000 | – | 290 | +100.0% | 0.00% | – |
FCX | New | FREEPORT-MCMORAN INC CL Bstock | $17,000 | – | 655 | +100.0% | 0.00% | – |
IXUS | New | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $17,000 | – | 254 | +100.0% | 0.00% | – |
RELX | New | RELX PLC SPONSORED ADRadr | $16,000 | – | 642 | +100.0% | 0.00% | – |
TSN | New | TYSON FOODS INC CL Astock | $18,000 | – | 279 | +100.0% | 0.00% | – |
EBAY | New | EBAY INC. COMstock | $17,000 | – | 330 | +100.0% | 0.00% | – |
FDX | New | FEDEX CORP COMstock | $16,000 | – | 60 | +100.0% | 0.00% | – |
NAC | New | NUVEEN CA QUALTY MUN INCOME FD COMcef | $15,000 | – | 1,016 | +100.0% | 0.00% | – |
GD | New | GENERAL DYNAMICS CORP COMstock | $15,000 | – | 100 | +100.0% | 0.00% | – |
HWM | New | HOWMET AEROSPACE INC COMstock | $18,000 | – | 616 | +100.0% | 0.00% | – |
A | New | AGILENT TECHNOLOGIES INC COMstock | $13,000 | – | 106 | +100.0% | 0.00% | – |
AGX | New | ARGAN INC COMstock | $9,000 | – | 205 | +100.0% | 0.00% | – |
HYS | New | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $13,000 | – | 129 | +100.0% | 0.00% | – |
NMFC | New | NEW MTN FIN CORP COMcef | $12,000 | – | 1,023 | +100.0% | 0.00% | – |
DTE | New | DTE ENERGY CO COMstock | $10,000 | – | 80 | +100.0% | 0.00% | – |
HBAN | New | HUNTINGTON BANCSHARES INC COMstock | $13,000 | – | 1,000 | +100.0% | 0.00% | – |
OXY | New | OCCIDENTAL PETE CORP COMstock | $9,000 | – | 519 | +100.0% | 0.00% | – |
ETN | New | EATON CORP PLC SHSstock | $13,000 | – | 105 | +100.0% | 0.00% | – |
KHC | New | KRAFT HEINZ CO COMstock | $10,000 | – | 295 | +100.0% | 0.00% | – |
KSS | New | KOHLS CORP COMstock | $12,000 | – | 303 | +100.0% | 0.00% | – |
IGIB | New | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $13,000 | – | 205 | +100.0% | 0.00% | – |
IJK | New | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $10,000 | – | 136 | +100.0% | 0.00% | – |
MRVI | New | MARAVAI LIFESCIENCES HLDGS INC COM CL Astock | $12,000 | – | 427 | +100.0% | 0.00% | – |
PEAK | New | HEALTHPEAK PROPERTIES INC COMreit | $9,000 | – | 290 | +100.0% | 0.00% | – |
VLO | New | VALERO ENERGY CORP COMstock | $10,000 | – | 168 | +100.0% | 0.00% | – |
PTC | New | PTC INC COMstock | $10,000 | – | 85 | +100.0% | 0.00% | – |
ALC | New | ALCON AG ORD SHSstock | $9,000 | – | 134 | +100.0% | 0.00% | – |
EXC | New | EXELON CORP COMstock | $9,000 | – | 211 | +100.0% | 0.00% | – |
JHS | New | HANCOCK JOHN INCOME SECS TR COMcef | $10,000 | – | 611 | +100.0% | 0.00% | – |
BOTJ | New | BANK OF THE JAMES FINL GP INC COMstock | $10,000 | – | 779 | +100.0% | 0.00% | – |
RACE | New | FERRARI N V COMstock | $11,000 | – | 50 | +100.0% | 0.00% | – |
BK | New | BANK NEW YORK MELLON CORP COMstock | $12,000 | – | 293 | +100.0% | 0.00% | – |
IXJ | New | ISHARES GLOBAL HEALTHCARE ETFetf | $13,000 | – | 170 | +100.0% | 0.00% | – |
SHYG | New | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $13,000 | – | 291 | +100.0% | 0.00% | – |
TCPC | New | BLACKROCK TCP CAPITAL CORP COMcef | $10,000 | – | 848 | +100.0% | 0.00% | – |
BATRK | New | LIBERTY MEDIA CORP DEL COM C BRAVES GRPstock | $12,000 | – | 500 | +100.0% | 0.00% | – |
MAA | New | MID-AMER APT CMNTYS INC COMreit | $12,000 | – | 92 | +100.0% | 0.00% | – |
SJNK | New | SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETFetf | $11,000 | – | 420 | +100.0% | 0.00% | – |
PGF | New | INVESCO FINANCIAL PREFERRED ETFetf | $9,000 | – | 490 | +100.0% | 0.00% | – |
JNK | New | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFetf | $10,000 | – | 88 | +100.0% | 0.00% | – |
LDOS | New | LEIDOS HOLDINGS INC COMstock | $11,000 | – | 100 | +100.0% | 0.00% | – |
FTV | New | FORTIVE CORP COMstock | $13,000 | – | 186 | +100.0% | 0.00% | – |
TIPZ | New | PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUNDetf | $13,000 | – | 200 | +100.0% | 0.00% | – |
CTSH | New | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $9,000 | – | 112 | +100.0% | 0.00% | – |
PDBC | New | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETFetf | $9,000 | – | 590 | +100.0% | 0.00% | – |
SHY | New | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $10,000 | – | 120 | +100.0% | 0.00% | – |
OKE | New | ONEOK INC NEW COMstock | $9,000 | – | 222 | +100.0% | 0.00% | – |
VLY | New | VALLEY NATL BANCORP COMstock | $6,000 | – | 578 | +100.0% | 0.00% | – |
NFLX | New | NETFLIX INC COMstock | $8,000 | – | 15 | +100.0% | 0.00% | – |
OVV | New | OVINTIV INC COMstock | $7,000 | – | 480 | +100.0% | 0.00% | – |
PRGO | New | PERRIGO CO PLC SHSstock | $5,000 | – | 105 | +100.0% | 0.00% | – |
NPK | New | NATIONAL PRESTO INDS INC COMstock | $7,000 | – | 79 | +100.0% | 0.00% | – |
BIIB | New | BIOGEN INC COMstock | $6,000 | – | 24 | +100.0% | 0.00% | – |
PK | New | PARK HOTELS & RESORTS INC COMreit | $3,000 | – | 200 | +100.0% | 0.00% | – |
PH | New | PARKER-HANNIFIN CORP COMstock | $7,000 | – | 24 | +100.0% | 0.00% | – |
NOV | New | NOV INC COMstock | $5,000 | – | 370 | +100.0% | 0.00% | – |
BBY | New | BEST BUY INC COMstock | $8,000 | – | 78 | +100.0% | 0.00% | – |
MLI | New | MUELLER INDS INC COMstock | $8,000 | – | 236 | +100.0% | 0.00% | – |
PLAB | New | PHOTRONICS INC COMstock | $5,000 | – | 478 | +100.0% | 0.00% | – |
MCHP | New | MICROCHIP TECHNOLOGY INC. COMstock | $3,000 | – | 23 | +100.0% | 0.00% | – |
MEI | New | METHODE ELECTRS INC COMstock | $8,000 | – | 204 | +100.0% | 0.00% | – |
PAA | New | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $3,000 | – | 357 | +100.0% | 0.00% | – |
MGRC | New | MCGRATH RENTCORP COMstock | $3,000 | – | 44 | +100.0% | 0.00% | – |
MAN | New | MANPOWERGROUP INC COMstock | $6,000 | – | 62 | +100.0% | 0.00% | – |
MYRG | New | MYR GROUP INC DEL COMstock | $3,000 | – | 49 | +100.0% | 0.00% | – |
LW | New | LAMB WESTON HLDGS INC COMstock | $5,000 | – | 66 | +100.0% | 0.00% | – |
RHI | New | ROBERT HALF INTL INC COMstock | $6,000 | – | 100 | +100.0% | 0.00% | – |
LZB | New | LA Z BOY INC COMstock | $3,000 | – | 83 | +100.0% | 0.00% | – |
KEYS | New | KEYSIGHT TECHNOLOGIES INC COMstock | $7,000 | – | 51 | +100.0% | 0.00% | – |
DJP | New | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNetf | $3,000 | – | 129 | +100.0% | 0.00% | – |
KDP | New | KEURIG DR PEPPER INC COMstock | $5,000 | – | 145 | +100.0% | 0.00% | – |
BWA | New | BORGWARNER INC COMstock | $8,000 | – | 200 | +100.0% | 0.00% | – |
BHF | New | BRIGHTHOUSE FINL INC COMstock | $7,000 | – | 198 | +100.0% | 0.00% | – |
SAFM | New | SANDERSON FARMS INC COMstock | $4,000 | – | 30 | +100.0% | 0.00% | – |
SANM | New | SANMINA CORPORATION COMstock | $6,000 | – | 182 | +100.0% | 0.00% | – |
DXC | New | DXC TECHNOLOGY CO COMstock | $4,000 | – | 143 | +100.0% | 0.00% | – |
IEI | New | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $5,000 | – | 36 | +100.0% | 0.00% | – |
BKR | New | BAKER HUGHES COMPANY CL Astock | $7,000 | – | 314 | +100.0% | 0.00% | – |
BP | New | BP PLC SPONSORED ADRadr | $7,000 | – | 327 | +100.0% | 0.00% | – |
IDV | New | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $3,000 | – | 110 | +100.0% | 0.00% | – |
SEB | New | SEABOARD CORP DEL COMstock | $3,000 | – | 1 | +100.0% | 0.00% | – |
BKE | New | BUCKLE INC COMstock | $4,000 | – | 129 | +100.0% | 0.00% | – |
IYR | New | ISHARES U.S. REAL ESTATE ETFetf | $8,000 | – | 94 | +100.0% | 0.00% | – |
CDK | New | CDK GLOBAL INC COMstock | $8,000 | – | 156 | +100.0% | 0.00% | – |
IJJ | New | ISHARES S&P MID-CAP 400 VALUE ETFetf | $8,000 | – | 92 | +100.0% | 0.00% | – |
CPB | New | CAMPBELL SOUP CO COMstock | $5,000 | – | 110 | +100.0% | 0.00% | – |
SXI | New | STANDEX INTL CORP COMstock | $6,000 | – | 77 | +100.0% | 0.00% | – |
SWK | New | STANLEY BLACK & DECKER INC COMstock | $3,000 | – | 19 | +100.0% | 0.00% | – |
IEF | New | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $5,000 | – | 42 | +100.0% | 0.00% | – |
TLT | New | ISHARES 20 YEAR TREASURY BOND ETFetf | $6,000 | – | 37 | +100.0% | 0.00% | – |
CHTR | New | CHARTER COMMUNICATIONS INC NEW CL Astock | $5,000 | – | 7 | +100.0% | 0.00% | – |
CC | New | CHEMOURS CO COMstock | $7,000 | – | 288 | +100.0% | 0.00% | – |
SYKE | New | SYKES ENTERPRISES INC COMstock | $5,000 | – | 139 | +100.0% | 0.00% | – |
TMUS | New | T-MOBILE US INC COMstock | $8,000 | – | 59 | +100.0% | 0.00% | – |
TLS | New | TELOS CORP MD COMstock | $3,000 | – | 103 | +100.0% | 0.00% | – |
CLNE | New | CLEAN ENERGY FUELS CORP COMstock | $8,000 | – | 967 | +100.0% | 0.00% | – |
IP | New | INTERNATIONAL PAPER CO COMstock | $7,000 | – | 150 | +100.0% | 0.00% | – |
IDCC | New | INTERDIGITAL INC COMstock | $5,000 | – | 85 | +100.0% | 0.00% | – |
INGR | New | INGREDION INC COMstock | $8,000 | – | 102 | +100.0% | 0.00% | – |
ARNC | New | ARCONIC CORPORATION COMstock | $6,000 | – | 204 | +100.0% | 0.00% | – |
TUP | New | TUPPERWARE BRANDS CORP COMstock | $3,000 | – | 102 | +100.0% | 0.00% | – |
HY | New | HYSTER YALE MATLS HANDLING INC CL Astock | $7,000 | – | 114 | +100.0% | 0.00% | – |
HUBG | New | HUB GROUP INC CL Astock | $5,000 | – | 89 | +100.0% | 0.00% | – |
USNA | New | USANA HEALTH SCIENCES INC COMstock | $7,000 | – | 86 | +100.0% | 0.00% | – |
ULTA | New | ULTA BEAUTY INC COMstock | $4,000 | – | 15 | +100.0% | 0.00% | – |
APOG | New | APOGEE ENTERPRISES INC COMstock | $6,000 | – | 193 | +100.0% | 0.00% | – |
HRL | New | HORMEL FOODS CORP COMstock | $4,000 | – | 80 | +100.0% | 0.00% | – |
FIX | New | COMFORT SYS USA INC COMstock | $3,000 | – | 50 | +100.0% | 0.00% | – |
URI | New | UNITED RENTALS INC COMstock | $3,000 | – | 15 | +100.0% | 0.00% | – |
UNIT | New | UNITI GROUP INC COMreit | $3,000 | – | 229 | +100.0% | 0.00% | – |
UNM | New | UNUM GROUP COMstock | $6,000 | – | 247 | +100.0% | 0.00% | – |
HSY | New | HERSHEY CO COMstock | $7,000 | – | 49 | +100.0% | 0.00% | – |
NTCT | New | NETSCOUT SYS INC COMstock | $6,000 | – | 220 | +100.0% | 0.00% | – |
VNDA | New | VANDA PHARMACEUTICALS INC COMstock | $3,000 | – | 200 | +100.0% | 0.00% | – |
HTLD | New | HEARTLAND EXPRESS INC COMstock | $5,000 | – | 283 | +100.0% | 0.00% | – |
HWKN | New | HAWKINS INC COMstock | $5,000 | – | 102 | +100.0% | 0.00% | – |
HNI | New | HNI CORP COMstock | $3,000 | – | 87 | +100.0% | 0.00% | – |
OMAB | New | GRUPO AEROPORTUARIO DEL CENTRO SPON ADRadr | $3,000 | – | 50 | +100.0% | 0.00% | – |
CAG | New | CONAGRA BRANDS INC COMstock | $7,000 | – | 200 | +100.0% | 0.00% | – |
AA | New | ALCOA CORP COMstock | $5,000 | – | 205 | +100.0% | 0.00% | – |
VAW | New | VANGUARD MATERIALS INDEX FUNDetf | $3,000 | – | 19 | +100.0% | 0.00% | – |
FF | New | FUTUREFUEL CORP COMstock | $6,000 | – | 479 | +100.0% | 0.00% | – |
AEGN | New | AEGION CORP COMstock | $3,000 | – | 150 | +100.0% | 0.00% | – |
ATGE | New | ADTALEM GLOBAL ED INC COMstock | $7,000 | – | 197 | +100.0% | 0.00% | – |
FL | New | FOOT LOCKER INC COMstock | $8,000 | – | 200 | +100.0% | 0.00% | – |
FISV | New | FISERV INC COMstock | $7,000 | – | 61 | +100.0% | 0.00% | – |
FRC | New | FIRST REP BK SAN FRANCISCO CAL COMstock | $7,000 | – | 45 | +100.0% | 0.00% | – |
WAB | New | WABTEC COMstock | $4,000 | – | 60 | +100.0% | 0.00% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC COMstock | $8,000 | – | 209 | +100.0% | 0.00% | – |
WMK | New | WEIS MKTS INC COMstock | $5,000 | – | 102 | +100.0% | 0.00% | – |
AZZ | New | AZZ INC COMstock | $7,000 | – | 138 | +100.0% | 0.00% | – |
ATNI | New | ATN INTL INC COMstock | $4,000 | – | 103 | +100.0% | 0.00% | – |
ET | New | ENERGY TRANSFER LP COM UT LTD PTNstock | $3,000 | – | 462 | +100.0% | 0.00% | – |
WIRE | New | ENCORE WIRE CORP COMstock | $4,000 | – | 61 | +100.0% | 0.00% | – |
AMLP | New | ALERIAN MLP ETFetf | $3,000 | – | 128 | +100.0% | 0.00% | – |
ECL | New | ECOLAB INC COMstock | $4,000 | – | 18 | +100.0% | 0.00% | – |
DS | New | DRIVE SHACK INC COMstock | $6,000 | – | 2,450 | +100.0% | 0.00% | – |
ZUMZ | New | ZUMIEZ INC COMstock | $6,000 | – | 167 | +100.0% | 0.00% | – |
CCI | New | CROWN CASTLE INTL CORP NEW COMreit | $6,000 | – | 35 | +100.0% | 0.00% | – |
DISCK | New | DISCOVERY INC COM SER Cstock | $8,000 | – | 313 | +100.0% | 0.00% | – |
DLR | New | DIGITAL RLTY TR INC COMreit | $5,000 | – | 35 | +100.0% | 0.00% | – |
DKS | New | DICKS SPORTING GOODS INC COMstock | $3,000 | – | 51 | +100.0% | 0.00% | – |
JCI | New | JOHNSON CTLS INTL PLC SHSstock | $4,000 | – | 95 | +100.0% | 0.00% | – |
DLX | New | DELUXE CORP COMstock | $6,000 | – | 200 | +100.0% | 0.00% | – |
NESR | New | NATIONAL ENERGY SERVICES REUNI SHSstock | $7,000 | – | 701 | +100.0% | 0.00% | – |
NLOK | New | NORTONLIFELOCK INC COMstock | $3,000 | – | 129 | +100.0% | 0.00% | – |
NI | New | NISOURCE INC COMstock | $8,000 | – | 340 | +100.0% | 0.00% | – |
OMC | New | OMNICOM GROUP INC COMstock | $5,000 | – | 73 | +100.0% | 0.00% | – |
PNR | New | PENTAIR PLC SHSstock | $7,000 | – | 123 | +100.0% | 0.00% | – |
SXC | New | SUNCOKE ENERGY INC COMstock | $0 | – | 64 | +100.0% | 0.00% | – |
FONR | New | FONAR CORP COM NEWstock | $0 | – | 20 | +100.0% | 0.00% | – |
OPI | New | OFFICE PPTYS INCOME TR COM SHS BEN INTreit | $1,000 | – | 48 | +100.0% | 0.00% | – |
VRTS | New | VIRTUS INVT PARTNERS INC COMstock | $2,000 | – | 10 | +100.0% | 0.00% | – |
VC | New | VISTEON CORP COM NEWstock | $0 | – | 1 | +100.0% | 0.00% | – |
BBU | New | BROOKFIELD BUSINESS PARTNERS L UNIT LTD L Pstock | $0 | – | 8 | +100.0% | 0.00% | – |
SJM | New | SMUCKER J M CO COM NEWstock | $2,000 | – | 18 | +100.0% | 0.00% | – |
FFIV | New | F5 NETWORKS INC COMstock | $2,000 | – | 10 | +100.0% | 0.00% | – |
AVNS | New | AVANOS MED INC COMstock | $0 | – | 6 | +100.0% | 0.00% | – |
BIP | New | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $1,000 | – | 12 | +100.0% | 0.00% | – |
SVC | New | SERVICE PPTYS TR COM SH BEN INTreit | $1,000 | – | 55 | +100.0% | 0.00% | – |
MHO | New | M/I HOMES INC COMstock | $2,000 | – | 41 | +100.0% | 0.00% | – |
IYF | New | ISHARES U.S. FINANCIALS ETFetf | $1,000 | – | 14 | +100.0% | 0.00% | – |
CNSL | New | CONSOLIDATED COMM HLDGS INC COMstock | $0 | – | 18 | +100.0% | 0.00% | – |
PRSP | New | PERSPECTA INC COMstock | $2,000 | – | 89 | +100.0% | 0.00% | – |
New | MICRO FOCUS INTL PLC SPON ADR NEWadr | $1,000 | – | 189 | +100.0% | 0.00% | – | |
BIPC | New | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $0 | – | 1 | +100.0% | 0.00% | – |
RWO | New | SPDR DOW JONES GLOBAL REAL ESTATE ETFetf | $0 | – | 6 | +100.0% | 0.00% | – |
KEY | New | KEYCORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
ETH | New | ETHAN ALLEN INTERIORS INC COMstock | $1,000 | – | 48 | +100.0% | 0.00% | – |
NPO | New | ENPRO INDS INC COMstock | $2,000 | – | 30 | +100.0% | 0.00% | – |
NTCO | New | NATURA &CO HLDG S A ADSadr | $0 | – | 1 | +100.0% | 0.00% | – |
NWS | New | NEWS CORP NEW CL Bstock | $0 | – | 10 | +100.0% | 0.00% | – |
VIAC | New | VIACOMCBS INC CL Bstock | $1,000 | – | 34 | +100.0% | 0.00% | – |
KTB | New | KONTOOR BRANDS INC COMstock | $2,000 | – | 55 | +100.0% | 0.00% | – |
DVN | New | DEVON ENERGY CORP NEW COMstock | $1,000 | – | 89 | +100.0% | 0.00% | – |
PRDO | New | PERDOCEO ED CORP COMstock | $1,000 | – | 65 | +100.0% | 0.00% | – |
AIG | New | AMERICAN INTL GROUP INC COM NEWstock | $0 | – | 8 | +100.0% | 0.00% | – |
AMBC | New | AMBAC FINL GROUP INC COM NEWstock | $1,000 | – | 35 | +100.0% | 0.00% | – |
AMWD | New | AMERICAN WOODMARK CORPORATION COMstock | $1,000 | – | 12 | +100.0% | 0.00% | – |
MLPA | New | GLOBAL X MLP ETFetf | $2,000 | – | 55 | +100.0% | 0.00% | – |
REZI | New | RESIDEO TECHNOLOGIES INC COMstock | $0 | – | 23 | +100.0% | 0.00% | – |
HBI | New | HANESBRANDS INC COMstock | $0 | – | 8 | +100.0% | 0.00% | – |
GTX | New | GARRETT MOTION INC COMstock | $0 | – | 38 | +100.0% | 0.00% | – |
GPS | New | GAP INC COMstock | $1,000 | – | 47 | +100.0% | 0.00% | – |
MLNX | New | MELLANOX TECHNOLOGIES LTD SHSstock | $0 | – | 85 | +100.0% | 0.00% | – |
RMR | New | RMR GROUP INC CL Astock | $2,000 | – | 41 | +100.0% | 0.00% | – |
LUMN | New | LUMEN TECHNOLOGIES INC COMstock | $2,000 | – | 221 | +100.0% | 0.00% | – |
USLM | New | UNITED STS LIME & MINERALS INC COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
AIN | New | ALBANY INTL CORP CL Astock | $1,000 | – | 20 | +100.0% | 0.00% | – |
VTWO | New | VANGUARD RUSSELL 2000 ETFetf | $2,000 | – | 10 | +100.0% | 0.00% | – |
UN | New | UNILEVER N V N Y SHS NEWadr | $0 | – | 0 | +100.0% | 0.00% | – |
NBR | New | NABORS INDUSTRIES LTD SHSstock | $0 | – | 5 | +100.0% | 0.00% | – |
ILPT | New | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INTreit | $2,000 | – | 93 | +100.0% | 0.00% | – |
FOX | New | FOX CORP CL B COMstock | $0 | – | 14 | +100.0% | 0.00% | – |
FCAU | New | STELLANTIS N.V SHSstock | $2,000 | – | 106 | +100.0% | 0.00% | – |
INSM | New | INSMED INC COM PAR $.01stock | $0 | – | 2 | +100.0% | 0.00% | – |
FOF | New | COHEN & STEERS CLOSED END OPPO COMcef | $2,000 | – | 125 | +100.0% | 0.00% | – |
TOL | New | TOLL BROTHERS INC COMstock | $2,000 | – | 50 | +100.0% | 0.00% | – |
ASIX | New | ADVANSIX INC COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
PJT | New | PJT PARTNERS INC COM CL Astock | $2,000 | – | 22 | +100.0% | 0.00% | – |
VVR | New | INVESCO SR INCOME TR COMcef | $2,000 | – | 387 | +100.0% | 0.00% | – |
TDF | New | TEMPLETON DRAGON FD INC COMcef | $0 | – | 12 | +100.0% | 0.00% | – |
PWV | New | INVESCO DYNAMIC LARGE CAP VALUE ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
MMT | New | MFS MULTIMARKET INCOME TR SH BEN INTcef | $1,000 | – | 220 | +100.0% | 0.00% | – |
QQQM | New | INVESCO NASDAQ 100 ETFetf | $2,000 | – | 12 | +100.0% | 0.00% | – |
COOP | New | MR COOPER GROUP INC COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
AEG | Exit | AEGON N V | $0 | – | -10,000 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEW | 20 | Q3 2023 | 5.7% |
SPDR S&P DIVIDEND ETF | 20 | Q3 2023 | 5.4% |
VANGUARD SHORT-TERM BOND INDEX FUND | 20 | Q3 2023 | 6.1% |
ISHARES TR | 20 | Q3 2023 | 12.1% |
SELECT SECTOR SPDR TR | 20 | Q3 2023 | 4.1% |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 20 | Q3 2023 | 4.9% |
VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 3.9% |
VANGUARD WHITEHALL FDS INC | 20 | Q3 2023 | 4.0% |
ISHARES TR | 20 | Q3 2023 | 4.4% |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 20 | Q3 2023 | 2.7% |
View Graves Light Lenhart Wealth, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-09 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
View Graves Light Lenhart Wealth, Inc.'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.