$448 Million is the total value of Evolution Wealth Advisors, LLC's 642 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 25.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $37,577,000 | +36.6% | 94,811 | +28.9% | 8.39% | +35.2% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $36,793,000 | +8.4% | 277,036 | +6.1% | 8.21% | +7.3% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $30,902,000 | +14.7% | 144,346 | +4.3% | 6.90% | +13.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $27,461,000 | +9.6% | 86,051 | +7.7% | 6.13% | +8.5% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $19,841,000 | +26.2% | 791,734 | +6.8% | 4.43% | +24.9% |
| XLC | Buy | SELECT SECTOR SPDR TR | $15,646,000 | +31.0% | 213,395 | +20.6% | 3.49% | +29.6% |
| ARKK | Buy | ARK ETF TRinnovation etf | $14,306,000 | +2.1% | 119,264 | +6.0% | 3.19% | +1.0% |
| GLD | Sell | SPDR GOLD TR | $12,345,000 | -40.2% | 77,174 | -33.4% | 2.76% | -40.8% |
| AMZN | Buy | AMAZON COM INC | $11,761,000 | +5.7% | 3,801 | +11.2% | 2.62% | +4.6% |
| ARKF | Buy | ARK ETF TRfintech innova | $11,587,000 | +14.0% | 226,684 | +10.9% | 2.59% | +12.8% |
| AAXJ | Buy | ISHARES TRmsci ac asia etf | $11,512,000 | +30.2% | 124,242 | +25.9% | 2.57% | +28.9% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $11,378,000 | +21.7% | 334,160 | +5.4% | 2.54% | +20.5% |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $11,064,000 | – | 666,080 | +100.0% | 2.47% | – |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $10,802,000 | +10.2% | 92,528 | +7.1% | 2.41% | +9.1% |
| MCHI | Buy | ISHARES TRmsci china etf | $10,170,000 | +147.2% | 124,474 | +145.0% | 2.27% | +144.6% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $7,410,000 | +31.6% | 44,088 | +25.9% | 1.65% | +30.2% |
| PBW | Buy | INVESCO EXCHANGE TRADED FD Twilderhil clan | $7,356,000 | -0.5% | 74,765 | +4.6% | 1.64% | -1.5% |
| ITEQ | New | ETF MANAGERS TRbluestar israel | $7,072,000 | – | 108,853 | +100.0% | 1.58% | – |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $6,200,000 | +18.3% | 62,980 | +6.4% | 1.38% | +17.1% |
| XBI | Buy | SPDR SER TRs&p biotech | $5,900,000 | +4.6% | 43,493 | +8.5% | 1.32% | +3.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $5,855,000 | +20.9% | 44,535 | +9.4% | 1.31% | +19.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $5,664,000 | +19.0% | 77,678 | +4.7% | 1.26% | +17.8% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $4,506,000 | +5.1% | 65,968 | +3.8% | 1.01% | +4.0% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $4,189,000 | -79.1% | 127,202 | -83.5% | 0.94% | -79.3% |
| VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $4,188,000 | +6.6% | 162,006 | +7.1% | 0.94% | +5.5% |
| AAPL | Buy | APPLE INC | $4,175,000 | +22.8% | 34,181 | +33.3% | 0.93% | +21.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $4,155,000 | +79.2% | 64,552 | +72.7% | 0.93% | +77.2% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $4,091,000 | +52.6% | 83,391 | +17.9% | 0.91% | +50.9% |
| RSVAU | New | RODGERS SILICON VALLEY AQ COunit 11/30/2025 | $3,900,000 | – | 3,900,000 | +100.0% | 0.87% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,807,000 | +26.3% | 14,900 | +14.6% | 0.85% | +25.0% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $3,682,000 | +20.9% | 46,730 | +11.1% | 0.82% | +19.7% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $3,477,000 | -37.3% | 42,308 | -36.7% | 0.78% | -37.9% |
| BP | Buy | BP PLCsponsored adr | $3,474,000 | +22.0% | 142,666 | +2.8% | 0.78% | +20.7% |
| FXC | New | INVESCO CURRENCYSHARES CDN D | $3,377,000 | – | 43,205 | +100.0% | 0.75% | – |
| FXA | New | INVESCO CURRENCYSHARES AUSTRaustralian dol | $3,283,000 | – | 43,420 | +100.0% | 0.73% | – |
| MYOV | MYOVANT SCIENCES LTD | $2,886,000 | -25.5% | 140,227 | 0.0% | 0.64% | -26.2% | |
| IVE | Sell | ISHARES TRs&p 500 val etf | $2,658,000 | +7.4% | 18,820 | -2.7% | 0.59% | +6.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $2,543,000 | +1.9% | 11,215 | +4.5% | 0.57% | +0.9% |
| MSFT | Sell | MICROSOFT CORP | $2,427,000 | +5.9% | 10,296 | -0.1% | 0.54% | +4.8% |
| ACIC | New | ATLAS CREST INVT CORP | $2,342,000 | – | 233,000 | +100.0% | 0.52% | – |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $2,167,000 | -8.4% | 19,900 | -2.5% | 0.48% | -9.4% |
| T | Buy | AT&T INC | $2,101,000 | +10.4% | 69,413 | +4.9% | 0.47% | +9.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,096,000 | +20.0% | 1,013 | +1.6% | 0.47% | +18.8% |
| TSN | Buy | TYSON FOODS INCcl a | $1,928,000 | +19.2% | 25,955 | +3.4% | 0.43% | +17.8% |
| NSTG | New | NANOSTRING TECHNOLOGIES INC | $1,840,000 | – | 28,000 | +100.0% | 0.41% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,840,000 | +26.5% | 892 | +7.5% | 0.41% | +25.3% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $1,802,000 | +29.5% | 26,505 | -1.3% | 0.40% | +28.0% |
| PACB | New | PACIFIC BIOSCIENCES CALIF IN | $1,666,000 | – | 50,000 | +100.0% | 0.37% | – |
| BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $1,543,000 | +121.7% | 4 | +100.0% | 0.34% | +119.1% |
| DNMR | New | DANIMER SCIENTIFIC INC | $1,510,000 | – | 40,000 | +100.0% | 0.34% | – |
| NVTA | INVITAE CORP | $1,376,000 | -8.6% | 36,000 | 0.0% | 0.31% | -9.4% | |
| CMLF | CM LIFE SCIENCES INC | $1,293,000 | +34.8% | 86,824 | 0.0% | 0.29% | +33.8% | |
| DAL | Buy | DELTA AIR LINES INC DEL | $1,227,000 | +23.9% | 25,405 | +3.1% | 0.27% | +22.9% |
| BXP | Buy | BOSTON PROPERTIES INC | $1,207,000 | +12.3% | 11,916 | +4.8% | 0.27% | +11.2% |
| FB | Sell | FACEBOOK INCcl a | $1,181,000 | -37.9% | 4,010 | -42.5% | 0.26% | -38.5% |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $1,147,000 | +18.2% | 13,401 | +3.2% | 0.26% | +16.9% |
| ARKW | Buy | ARK ETF TRnext gnrtn inter | $1,125,000 | +339.5% | 7,631 | +335.8% | 0.25% | +332.8% |
| LVS | Buy | LAS VEGAS SANDS CORP | $1,106,000 | +5.3% | 18,205 | +3.3% | 0.25% | +4.2% |
| VOO | Sell | VANGUARD INDEX FDS | $1,098,000 | -6.3% | 3,015 | -11.6% | 0.24% | -7.2% |
| DIS | Buy | DISNEY WALT CO | $1,076,000 | +3.8% | 5,833 | +1.9% | 0.24% | +2.6% |
| V | Buy | VISA INC | $1,039,000 | +21.7% | 4,905 | +25.6% | 0.23% | +20.2% |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $1,002,000 | – | 9,828 | +100.0% | 0.22% | – |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $951,000 | +5.2% | 9,405 | -4.8% | 0.21% | +3.9% |
| ITA | Buy | ISHARES TRus aer def etf | $860,000 | +12.1% | 8,262 | +2.0% | 0.19% | +11.0% |
| PFF | Buy | ISHARES TRpfd and incm sec | $763,000 | +11.5% | 19,864 | +11.8% | 0.17% | +10.4% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $707,000 | +90.1% | 7,972 | +99.7% | 0.16% | +88.1% |
| NVDA | Sell | NVIDIA CORPORATION | $693,000 | +0.1% | 1,298 | -2.0% | 0.16% | -0.6% |
| FLOT | New | ISHARES TRfltg rate nt etf | $644,000 | – | 12,675 | +100.0% | 0.14% | – |
| FLRN | New | SPDR SER TRblomberg brc inv | $644,000 | – | 21,020 | +100.0% | 0.14% | – |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $641,000 | +25.2% | 7,350 | +25.4% | 0.14% | +24.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $608,000 | +63.0% | 3,996 | +36.1% | 0.14% | +61.9% |
| SSO | PROSHARES TR | $590,000 | +12.0% | 5,766 | 0.0% | 0.13% | +10.9% | |
| MU | Buy | MICRON TECHNOLOGY INC | $568,000 | +25.1% | 6,437 | +6.5% | 0.13% | +24.5% |
| TSLA | Sell | TESLA INC | $567,000 | -19.9% | 849 | -15.4% | 0.13% | -20.6% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $530,000 | +83.4% | 4,075 | +95.0% | 0.12% | +81.5% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $525,000 | +6.3% | 2,540 | 0.0% | 0.12% | +5.4% | |
| NFLX | Buy | NETFLIX INC | $488,000 | +5.9% | 935 | +9.6% | 0.11% | +4.8% |
| BRFS | BRF SAsponsored adr | $475,000 | +7.0% | 105,751 | 0.0% | 0.11% | +6.0% | |
| PENN | PENN NATL GAMING INC | $453,000 | +21.4% | 4,320 | 0.0% | 0.10% | +20.2% | |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $443,000 | +38.0% | 2,202 | +9.2% | 0.10% | +37.5% |
| LRCX | Sell | LAM RESEARCH CORP | $406,000 | +24.9% | 682 | -0.9% | 0.09% | +24.7% |
| BA | BOEING CO | $397,000 | +18.9% | 1,560 | 0.0% | 0.09% | +18.7% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $354,000 | -12.8% | 4,505 | +1.8% | 0.08% | -14.1% |
| VOX | VANGUARD WORLD FDS | $341,000 | +7.9% | 2,625 | 0.0% | 0.08% | +7.0% | |
| BMEZ | BLACKROCK HEALTH SCIENCS TR | $329,000 | -8.1% | 12,500 | 0.0% | 0.07% | -9.9% | |
| COST | Buy | COSTCO WHSL CORP NEW | $303,000 | +20.2% | 861 | +28.9% | 0.07% | +19.3% |
| SHOP | Buy | SHOPIFY INCcl a | $300,000 | +3.4% | 271 | +5.9% | 0.07% | +3.1% |
| IJR | ISHARES TRcore s&p scp etf | $285,000 | +17.8% | 2,630 | 0.0% | 0.06% | +16.4% | |
| PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $280,000 | +636.8% | 10,470 | +699.2% | 0.06% | +600.0% |
| GPN | GLOBAL PMTS INC | $279,000 | -6.4% | 1,384 | 0.0% | 0.06% | -7.5% | |
| BKNG | BOOKING HOLDINGS INC | $270,000 | +4.7% | 116 | 0.0% | 0.06% | +3.4% | |
| SBUX | Buy | STARBUCKS CORP | $268,000 | +12.1% | 2,452 | +9.6% | 0.06% | +11.1% |
| PHM | PULTE GROUP INC | $247,000 | +21.7% | 4,708 | 0.0% | 0.06% | +19.6% | |
| WMT | Buy | WALMART INC | $244,000 | -3.9% | 1,800 | +2.0% | 0.05% | -5.3% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $240,000 | -38.3% | 1,547 | -45.0% | 0.05% | -38.6% |
| ANET | New | ARISTA NETWORKS INC | $236,000 | – | 783 | +100.0% | 0.05% | – |
| IJH | ISHARES TRcore s&p mcp etf | $233,000 | +13.1% | 895 | 0.0% | 0.05% | +13.0% | |
| AGG | New | ISHARES TRcore us aggbd et | $232,000 | – | 2,040 | +100.0% | 0.05% | – |
| IYE | ISHARES TRu.s. energy etf | $228,000 | +29.5% | 8,705 | 0.0% | 0.05% | +27.5% | |
| PAYC | Buy | PAYCOM SOFTWARE INC | $228,000 | +81.0% | 615 | +121.2% | 0.05% | +82.1% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $225,000 | +196.1% | 688 | +138.9% | 0.05% | +194.1% |
| TWLO | Buy | TWILIO INCcl a | $220,000 | +12.8% | 647 | +12.5% | 0.05% | +11.4% |
| ADSK | Buy | AUTODESK INC | $221,000 | +1909.1% | 797 | +2054.1% | 0.05% | +2350.0% |
| TER | Buy | TERADYNE INC | $216,000 | +22.0% | 1,776 | +20.2% | 0.05% | +20.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $211,000 | -56.4% | 867 | -58.0% | 0.05% | -56.9% |
| WDAY | WORKDAY INCcl a | $211,000 | +3.9% | 849 | 0.0% | 0.05% | +2.2% | |
| SWAN | Sell | AMPLIFY ETF TRblackswan grwt | $209,000 | -5.9% | 6,525 | -3.5% | 0.05% | -6.0% |
| ACWI | ISHARES TRmsci acwi etf | $206,000 | +5.1% | 2,160 | 0.0% | 0.05% | +4.5% | |
| EEMV | ISHARES INCmsci emerg mrkt | $206,000 | +3.5% | 3,265 | 0.0% | 0.05% | +2.2% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $195,000 | +26.6% | 524 | +19.6% | 0.04% | +25.7% |
| SABR | New | SABRE CORP | $190,000 | – | 12,835 | +100.0% | 0.04% | – |
| EWZ | ISHARES INCmsci brazil etf | $184,000 | -9.8% | 5,500 | 0.0% | 0.04% | -10.9% | |
| MRK | Buy | MERCK & CO. INC | $177,000 | +27.3% | 2,295 | +34.6% | 0.04% | +29.0% |
| LYFT | New | LYFT INC | $171,000 | – | 2,710 | +100.0% | 0.04% | – |
| RJA | New | SWEDISH EXPT CR CORProg agri etn22 | $170,000 | – | 24,420 | +100.0% | 0.04% | – |
| NKE | Buy | NIKE INCcl b | $164,000 | +13.9% | 1,232 | +21.4% | 0.04% | +15.6% |
| MCD | MCDONALDS CORP | $160,000 | +4.6% | 712 | 0.0% | 0.04% | +2.9% | |
| QCOM | Sell | QUALCOMM INC | $158,000 | -70.7% | 1,189 | -66.4% | 0.04% | -71.3% |
| GM | Buy | GENERAL MTRS CO | $155,000 | +61.5% | 2,697 | +16.9% | 0.04% | +59.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $153,000 | +28.6% | 929 | +22.6% | 0.03% | +25.9% |
| CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $153,000 | -95.6% | 5,763 | -96.4% | 0.03% | -95.7% |
| AVLR | New | AVALARA INC | $153,000 | – | 1,150 | +100.0% | 0.03% | – |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $152,000 | +7.8% | 461 | 0.0% | 0.03% | +6.2% | |
| AYX | Buy | ALTERYX INC | $145,000 | +7.4% | 1,752 | +58.0% | 0.03% | +6.7% |
| RNG | New | RINGCENTRAL INCcl a | $142,000 | – | 476 | +100.0% | 0.03% | – |
| BAC | Buy | BK OF AMERICA CORP | $143,000 | +40.2% | 3,700 | +10.3% | 0.03% | +39.1% |
| ABBV | Buy | ABBVIE INC | $145,000 | +10.7% | 1,341 | +9.4% | 0.03% | +6.7% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $145,000 | +70.6% | 407 | +70.3% | 0.03% | +68.4% |
| TTD | New | THE TRADE DESK INC | $141,000 | – | 217 | +100.0% | 0.03% | – |
| UBER | Buy | UBER TECHNOLOGIES INC | $140,000 | +17.6% | 2,576 | +9.9% | 0.03% | +14.8% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $141,000 | -1.4% | 1,287 | +1.9% | 0.03% | -3.1% |
| HD | Buy | HOME DEPOT INC | $138,000 | +109.1% | 453 | +82.7% | 0.03% | +106.7% |
| PLAN | Buy | ANAPLAN INC | $136,000 | -4.2% | 2,534 | +27.8% | 0.03% | -6.2% |
| LOMA | LOMA NEGRA CORPsponsored ads | $136,000 | +3.0% | 21,518 | 0.0% | 0.03% | 0.0% | |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $128,000 | +45.5% | 1,753 | +32.4% | 0.03% | +45.0% |
| VDC | VANGUARD WORLD FDSconsum stp etf | $132,000 | +2.3% | 740 | 0.0% | 0.03% | 0.0% | |
| AVGO | Buy | BROADCOM INC | $131,000 | +11.0% | 282 | +4.8% | 0.03% | +7.4% |
| LLY | Buy | LILLY ELI & CO | $126,000 | +75.0% | 672 | +56.6% | 0.03% | +75.0% |
| ABT | Buy | ABBOTT LABS | $126,000 | +53.7% | 1,051 | +40.5% | 0.03% | +55.6% |
| ACN | Buy | ACCENTURE PLC IRELAND | $121,000 | +86.2% | 437 | +75.5% | 0.03% | +80.0% |
| MKTX | Buy | MARKETAXESS HLDGS INC | $122,000 | +713.3% | 246 | +846.2% | 0.03% | +800.0% |
| MDT | Buy | MEDTRONIC PLC | $116,000 | +31.8% | 983 | +31.6% | 0.03% | +30.0% |
| GDRX | Sell | GOODRX HLDGS INC | $117,000 | -6.4% | 3,000 | -3.2% | 0.03% | -7.1% |
| PTON | Sell | PELOTON INTERACTIVE INC | $112,000 | -32.1% | 1,000 | -8.1% | 0.02% | -32.4% |
| SAVE | SPIRIT AIRLS INC | $111,000 | +52.1% | 3,000 | 0.0% | 0.02% | +56.2% | |
| EWJ | ISHARES INCmsci jpn etf new | $114,000 | +1.8% | 1,665 | 0.0% | 0.02% | 0.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $107,000 | +4.9% | 1,700 | 0.0% | 0.02% | +4.3% | |
| TNA | DIREXION SHS ETF TRdly smcap bull3x | $108,000 | +35.0% | 1,205 | 0.0% | 0.02% | +33.3% | |
| DCT | New | DUCK CREEK TECHNOLOGIES INC | $104,000 | – | 2,304 | +100.0% | 0.02% | – |
| SAN | BANCO SANTANDER S.A.adr | $93,000 | +13.4% | 26,972 | 0.0% | 0.02% | +16.7% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $94,000 | -8.7% | 1,491 | -10.6% | 0.02% | -8.7% |
| CGC | CANOPY GROWTH CORP | $96,000 | +29.7% | 3,000 | 0.0% | 0.02% | +23.5% | |
| MS | MORGAN STANLEY | $94,000 | +13.3% | 1,215 | 0.0% | 0.02% | +10.5% | |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $95,000 | +30.1% | 67 | +26.4% | 0.02% | +31.2% |
| DKNG | Sell | DRAFTKINGS INC | $92,000 | +19.5% | 1,500 | -9.1% | 0.02% | +23.5% |
| PBR | Sell | PETROLEO BRASILEIRO SA PETROsponsored adr | $91,000 | -30.5% | 10,733 | -8.1% | 0.02% | -33.3% |
| NEE | Buy | NEXTERA ENERGY INC | $84,000 | +31.2% | 1,115 | +34.3% | 0.02% | +35.7% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $87,000 | +14.5% | 1,745 | +15.3% | 0.02% | +11.8% |
| CHGG | CHEGG INC | $86,000 | -4.4% | 1,000 | 0.0% | 0.02% | -5.0% | |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $79,000 | – | 4,300 | +100.0% | 0.02% | – |
| FOUR | New | SHIFT4 PMTS INCcl a | $82,000 | – | 1,004 | +100.0% | 0.02% | – |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $82,000 | +3.8% | 1,567 | 0.0% | 0.02% | 0.0% | |
| WORK | SLACK TECHNOLOGIES INC | $81,000 | -3.6% | 2,000 | 0.0% | 0.02% | -5.3% | |
| TIP | ISHARES TRtips bd etf | $80,000 | -1.2% | 635 | 0.0% | 0.02% | 0.0% | |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $77,000 | +120.0% | 161 | +133.3% | 0.02% | +112.5% |
| VHT | VANGUARD WORLD FDShealth car etf | $78,000 | +2.6% | 340 | 0.0% | 0.02% | 0.0% | |
| TXN | Buy | TEXAS INSTRS INC | $78,000 | +16.4% | 414 | +1.2% | 0.02% | +13.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $78,000 | -4.9% | 171 | -2.8% | 0.02% | -5.6% |
| PFE | Buy | PFIZER INC | $75,000 | +7.1% | 2,081 | +9.0% | 0.02% | +6.2% |
| MMM | 3M CO | $77,000 | +10.0% | 399 | 0.0% | 0.02% | +6.2% | |
| PG | Buy | PROCTER AND GAMBLE CO | $73,000 | +10.6% | 540 | +14.4% | 0.02% | +6.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $72,000 | +24.1% | 1,332 | +19.6% | 0.02% | +23.1% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $71,000 | +39.2% | 131 | +37.9% | 0.02% | +33.3% |
| CCI | CROWN CASTLE INTL CORP NEW | $73,000 | +7.4% | 427 | 0.0% | 0.02% | +6.7% | |
| DBJP | DBX ETF TRxtrack msci japn | $69,000 | +7.8% | 1,390 | 0.0% | 0.02% | +7.1% | |
| HUM | Buy | HUMANA INC | $66,000 | +8.2% | 158 | +6.0% | 0.02% | +7.1% |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $69,000 | +176.0% | 2,500 | +150.0% | 0.02% | +150.0% |
| DHR | DANAHER CORPORATION | $64,000 | 0.0% | 286 | 0.0% | 0.01% | 0.0% | |
| NVS | Sell | NOVARTIS AGsponsored adr | $63,000 | -14.9% | 739 | -5.7% | 0.01% | -17.6% |
| HGV | Buy | HILTON GRAND VACATIONS INC | $56,000 | +80.6% | 1,500 | +50.0% | 0.01% | +85.7% |
| VALE | VALE S Asponsored ads | $59,000 | +3.5% | 3,409 | 0.0% | 0.01% | 0.0% | |
| CL | Buy | COLGATE PALMOLIVE CO | $56,000 | +100.0% | 708 | +119.2% | 0.01% | +116.7% |
| IBB | ISHARES TRnasdaq biotech | $56,000 | 0.0% | 370 | 0.0% | 0.01% | 0.0% | |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $59,000 | +20.4% | 274 | +31.1% | 0.01% | +18.2% |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $56,000 | – | 1,135 | +100.0% | 0.01% | – |
| SHW | Buy | SHERWIN WILLIAMS CO | $58,000 | +81.2% | 78 | +77.3% | 0.01% | +85.7% |
| PEP | Sell | PEPSICO INC | $57,000 | -9.5% | 404 | -4.3% | 0.01% | -7.1% |
| XOM | Buy | EXXON MOBIL CORP | $58,000 | +48.7% | 1,044 | +10.1% | 0.01% | +44.4% |
| SQ | Sell | SQUARE INCcl a | $55,000 | -87.1% | 244 | -87.5% | 0.01% | -87.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $53,000 | +6.0% | 908 | +7.6% | 0.01% | +9.1% |
| LULU | Sell | LULULEMON ATHLETICA INC | $55,000 | -27.6% | 180 | -17.4% | 0.01% | -29.4% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $54,000 | +5.9% | 960 | +7.9% | 0.01% | 0.0% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $54,000 | +5.9% | 1,405 | -1.9% | 0.01% | 0.0% |
| IEO | ISHARES TRus oil gs ex etf | $54,000 | +35.0% | 1,115 | 0.0% | 0.01% | +33.3% | |
| BX | Buy | BLACKSTONE GROUP INC | $51,000 | +59.4% | 679 | +35.8% | 0.01% | +57.1% |
| MAR | MARRIOTT INTL INC NEWcl a | $51,000 | +13.3% | 342 | 0.0% | 0.01% | +10.0% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $51,000 | -15.0% | 190 | 0.0% | 0.01% | -21.4% | |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $48,000 | – | 756 | +100.0% | 0.01% | – |
| AMAT | Buy | APPLIED MATLS INC | $51,000 | +240.0% | 383 | +117.6% | 0.01% | +266.7% |
| MWA | MUELLER WTR PRODS INC | $50,000 | +11.1% | 3,600 | 0.0% | 0.01% | +10.0% | |
| EDOC | New | GLOBAL X FDStelmdc&dig etf | $48,000 | – | 2,510 | +100.0% | 0.01% | – |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $48,000 | +14.3% | 100 | 0.0% | 0.01% | +22.2% | |
| FDX | FEDEX CORP | $48,000 | +9.1% | 170 | 0.0% | 0.01% | +10.0% | |
| IQV | Buy | IQVIA HLDGS INC | $49,000 | +8.9% | 252 | +0.4% | 0.01% | +10.0% |
| HON | Buy | HONEYWELL INTL INC | $51,000 | +34.2% | 237 | +31.7% | 0.01% | +22.2% |
| CNC | CENTENE CORP DEL | $44,000 | +7.3% | 683 | 0.0% | 0.01% | +11.1% | |
| ZTS | Buy | ZOETIS INCcl a | $43,000 | +290.9% | 274 | +321.5% | 0.01% | +400.0% |
| EDUT | New | GLOBAL X FDSeducation etf | $45,000 | – | 2,710 | +100.0% | 0.01% | – |
| ILMN | Buy | ILLUMINA INC | $47,000 | +51.6% | 122 | +47.0% | 0.01% | +42.9% |
| CRM | Buy | SALESFORCE COM INC | $47,000 | +193.8% | 224 | +202.7% | 0.01% | +150.0% |
| SNY | SANOFIsponsored adr | $46,000 | +2.2% | 928 | 0.0% | 0.01% | 0.0% | |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $43,000 | +65.4% | 711 | +35.2% | 0.01% | +66.7% |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC | $39,000 | -4.9% | 404 | -5.4% | 0.01% | 0.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $40,000 | +2.6% | 180 | -4.8% | 0.01% | 0.0% |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $40,000 | – | 126 | +100.0% | 0.01% | – |
| TGS | New | TRANSPORTADORA DE GAS SURsponsored ads b | $40,000 | – | 8,200 | +100.0% | 0.01% | – |
| TD | Buy | TORONTO DOMINION BK ONT | $40,000 | +60.0% | 610 | +38.6% | 0.01% | +50.0% |
| SPG | SIMON PPTY GROUP INC NEW | $42,000 | +31.2% | 370 | 0.0% | 0.01% | +28.6% | |
| SKLZ | New | SKILLZ INC | $42,000 | – | 2,200 | +100.0% | 0.01% | – |
| AIA | ISHARES TRasia 50 etf | $40,000 | +8.1% | 430 | 0.0% | 0.01% | +12.5% | |
| UNP | UNION PAC CORP | $41,000 | +5.1% | 187 | 0.0% | 0.01% | 0.0% | |
| GGAL | Buy | GRUPO FINANCIERO GALICIA S.Asponsored adr | $36,000 | +414.3% | 4,785 | +473.1% | 0.01% | +300.0% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $36,000 | +1100.0% | 76 | +1166.7% | 0.01% | +700.0% |
| JOF | JAPAN SMALLER CAPITALIZATION | $36,000 | +2.9% | 3,900 | 0.0% | 0.01% | 0.0% | |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $34,000 | +54.5% | 870 | +45.0% | 0.01% | +60.0% |
| ECL | Buy | ECOLAB INC | $36,000 | +50.0% | 168 | +52.7% | 0.01% | +60.0% |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $36,000 | – | 785 | +100.0% | 0.01% | – |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $38,000 | +8.6% | 452 | +18.0% | 0.01% | 0.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $37,000 | +37.0% | 50 | +51.5% | 0.01% | +33.3% |
| ANTM | ANTHEM INC | $37,000 | +12.1% | 104 | 0.0% | 0.01% | +14.3% | |
| FSLY | FASTLY INCcl a | $34,000 | -22.7% | 500 | 0.0% | 0.01% | -20.0% | |
| CG | Buy | CARLYLE GROUP INC | $37,000 | +60.9% | 1,005 | +37.7% | 0.01% | +60.0% |
| KO | Buy | COCA COLA CO | $38,000 | +18.8% | 723 | +23.8% | 0.01% | +14.3% |
| PNC | PNC FINL SVCS GROUP INC | $30,000 | +20.0% | 170 | 0.0% | 0.01% | +16.7% | |
| AON | Buy | AON PLC | $32,000 | +357.1% | 138 | +318.2% | 0.01% | +250.0% |
| NOW | Buy | SERVICENOW INC | $32,000 | +433.3% | 63 | +530.0% | 0.01% | +600.0% |
| CLX | CLOROX CO DEL | $32,000 | -3.0% | 164 | 0.0% | 0.01% | 0.0% | |
| ABNB | New | AIRBNB INC | $30,000 | – | 160 | +100.0% | 0.01% | – |
| MMC | MARSH & MCLENNAN COS INC | $32,000 | +3.2% | 264 | 0.0% | 0.01% | 0.0% | |
| INTC | INTEL CORP | $32,000 | +28.0% | 500 | 0.0% | 0.01% | +16.7% | |
| GTE | Buy | GRAN TIERRA ENERGY INC | $33,000 | +106.2% | 47,125 | +4.7% | 0.01% | +75.0% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $31,000 | +63.2% | 106 | +51.4% | 0.01% | +75.0% |
| DXCM | Buy | DEXCOM INC | $30,000 | +50.0% | 83 | +53.7% | 0.01% | +40.0% |
| GE | Sell | GENERAL ELECTRIC CO | $32,000 | -20.0% | 2,414 | -34.6% | 0.01% | -22.2% |
| HZNP | Sell | HORIZON THERAPEUTICS PUB L | $30,000 | 0.0% | 329 | -20.1% | 0.01% | 0.0% |
| CVX | CHEVRON CORP NEW | $32,000 | +23.1% | 306 | 0.0% | 0.01% | +16.7% | |
| PGR | Buy | PROGRESSIVE CORP | $30,000 | +50.0% | 312 | +55.2% | 0.01% | +40.0% |
| LIN | Buy | LINDE PLC | $31,000 | +55.0% | 111 | +46.1% | 0.01% | +40.0% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $26,000 | +271.4% | 156 | +239.1% | 0.01% | +200.0% |
| TFC | Buy | TRUIST FINL CORP | $29,000 | +383.3% | 505 | +274.1% | 0.01% | +500.0% |
| GILD | Buy | GILEAD SCIENCES INC | $26,000 | +18.2% | 396 | +2.6% | 0.01% | +20.0% |
| APD | Sell | AIR PRODS & CHEMS INC | $28,000 | -26.3% | 100 | -28.6% | 0.01% | -33.3% |
| HIG | HARTFORD FINL SVCS GROUP INC | $27,000 | +35.0% | 400 | 0.0% | 0.01% | +20.0% | |
| TFX | Buy | TELEFLEX INCORPORATED | $28,000 | +47.4% | 68 | +44.7% | 0.01% | +50.0% |
| IBKR | INTERACTIVE BROKERS GROUP IN | $29,000 | +20.8% | 400 | 0.0% | 0.01% | +20.0% | |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $27,000 | +107.7% | 348 | +88.1% | 0.01% | +100.0% |
| IHI | ISHARES TRu.s. med dvc etf | $26,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% | |
| SYK | STRYKER CORPORATION | $29,000 | -3.3% | 121 | 0.0% | 0.01% | -14.3% | |
| XRAY | Buy | DENTSPLY SIRONA INC | $25,000 | +38.9% | 394 | +14.2% | 0.01% | +50.0% |
| COO | COOPER COS INC | $26,000 | +8.3% | 67 | 0.0% | 0.01% | +20.0% | |
| ASND | Buy | ASCENDIS PHARMA A/Ssponsored adr | $27,000 | -20.6% | 211 | +3.9% | 0.01% | -25.0% |
| SRPT | Buy | SAREPTA THERAPEUTICS INC | $28,000 | -22.2% | 382 | +78.5% | 0.01% | -25.0% |
| ICLR | New | ICON PLC | $27,000 | – | 137 | +100.0% | 0.01% | – |
| ORCL | Buy | ORACLE CORP | $27,000 | +22.7% | 388 | +12.1% | 0.01% | +20.0% |
| CCIV | New | CHURCHILL CAPITAL CORP IVcl a | $27,000 | – | 1,150 | +100.0% | 0.01% | – |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $29,000 | +16.0% | 448 | +13.1% | 0.01% | 0.0% |
| JAZZ | Sell | JAZZ PHARMACEUTICALS PLC | $22,000 | -4.3% | 132 | -7.0% | 0.01% | 0.0% |
| IT | New | GARTNER INC | $23,000 | – | 125 | +100.0% | 0.01% | – |
| BBVA | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $22,000 | +4.8% | 4,282 | 0.0% | 0.01% | 0.0% | |
| XPEV | New | XPENG INCads | $22,000 | – | 600 | +100.0% | 0.01% | – |
| ALLY | Sell | ALLY FINL INC | $21,000 | +23.5% | 471 | -0.6% | 0.01% | +25.0% |
| AMGN | AMGEN INC | $22,000 | +10.0% | 87 | 0.0% | 0.01% | 0.0% | |
| OIH | New | VANECK VECTORS ETF TRoil svcs etf | $21,000 | – | 110 | +100.0% | 0.01% | – |
| CDAY | New | CERIDIAN HCM HLDG INC | $22,000 | – | 263 | +100.0% | 0.01% | – |
| USMV | ISHARES TRmsci usa min vol | $21,000 | +5.0% | 300 | 0.0% | 0.01% | 0.0% | |
| SLV | New | ISHARES SILVER TRishares | $23,000 | – | 1,000 | +100.0% | 0.01% | – |
| BAX | Sell | BAXTER INTL INC | $24,000 | 0.0% | 283 | -5.0% | 0.01% | 0.0% |
| NVO | NOVO-NORDISK A Sadr | $24,000 | -4.0% | 352 | 0.0% | 0.01% | -16.7% | |
| AMTB | AMERANT BANCORP INCcl a | $24,000 | +20.0% | 1,319 | 0.0% | 0.01% | 0.0% | |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $22,000 | -33.3% | 293 | -23.1% | 0.01% | -28.6% |
| TBT | PROSHARES TR | $22,000 | +37.5% | 1,000 | 0.0% | 0.01% | +25.0% | |
| INSM | Buy | INSMED INC | $24,000 | +9.1% | 705 | +8.5% | 0.01% | 0.0% |
| BLK | BLACKROCK INC | $23,000 | +4.5% | 31 | 0.0% | 0.01% | 0.0% | |
| GMED | GLOBUS MED INCcl a | $21,000 | -4.5% | 334 | 0.0% | 0.01% | 0.0% | |
| TEF | Buy | TELEFONICA S Asponsored adr | $22,000 | +22.2% | 4,777 | +5.5% | 0.01% | +25.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $23,000 | +53.3% | 133 | +44.6% | 0.01% | +66.7% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $22,000 | +57.1% | 91 | +46.8% | 0.01% | +66.7% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $24,000 | +60.0% | 203 | +50.4% | 0.01% | +66.7% |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $22,000 | – | 53 | +100.0% | 0.01% | – |
| ENPH | Buy | ENPHASE ENERGY INC | $21,000 | +110.0% | 130 | +124.1% | 0.01% | +150.0% |
| NTCO | New | NATURA &CO HLDG S Aads | $21,000 | – | 1,260 | +100.0% | 0.01% | – |
| ATHM | New | AUTOHOME INCsp ads rp cl a | $17,000 | – | 184 | +100.0% | 0.00% | – |
| ELAN | Sell | ELANCO ANIMAL HEALTH INC | $19,000 | -44.1% | 652 | -40.8% | 0.00% | -50.0% |
| ODFL | OLD DOMINION FREIGHT LINE IN | $16,000 | +23.1% | 68 | 0.0% | 0.00% | +33.3% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $16,000 | -5.9% | 145 | 0.0% | 0.00% | 0.0% | |
| SYF | Sell | SYNCHRONY FINANCIAL | $18,000 | +12.5% | 433 | -5.0% | 0.00% | 0.0% |
| ARCO | ARCOS DORADOS HOLDINGS INC | $18,000 | 0.0% | 3,546 | 0.0% | 0.00% | 0.0% | |
| XOP | SPDR SER TRs&p oilgas exp | $17,000 | +41.7% | 208 | 0.0% | 0.00% | +33.3% | |
| SPGI | Sell | S&P GLOBAL INC | $19,000 | -36.7% | 53 | -42.4% | 0.00% | -42.9% |
| JETS | New | ETF SER SOLUTIONSus glb jets | $17,000 | – | 625 | +100.0% | 0.00% | – |
| ARGX | Buy | ARGENX SEsponsored adr | $20,000 | +42.9% | 71 | +54.3% | 0.00% | +33.3% |
| IAU | Sell | ISHARES GOLD TRishares | $16,000 | -90.6% | 1,000 | -89.3% | 0.00% | -89.5% |
| DD | DUPONT DE NEMOURS INC | $19,000 | +11.8% | 242 | 0.0% | 0.00% | 0.0% | |
| OXY | Sell | OCCIDENTAL PETE CORP | $19,000 | -99.0% | 717 | -99.3% | 0.00% | -99.0% |
| EDU | New | NEW ORIENTAL ED & TECHNOLOGYspon adr | $16,000 | – | 1,150 | +100.0% | 0.00% | – |
| SAP | New | SAP SEspon adr | $18,000 | – | 146 | +100.0% | 0.00% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $20,000 | – | 128 | +100.0% | 0.00% | – |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $19,000 | +72.7% | 176 | +47.9% | 0.00% | +100.0% |
| HEZU | Sell | ISHARES TRcur hd eurzn etf | $20,000 | -99.8% | 589 | -99.9% | 0.00% | -99.9% |
| ITUB | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $20,000 | -16.7% | 4,000 | 0.0% | 0.00% | -20.0% | |
| PDD | New | PINDUODUO INCsponsored ads | $17,000 | – | 125 | +100.0% | 0.00% | – |
| KSU | KANSAS CITY SOUTHERN | $18,000 | +28.6% | 68 | 0.0% | 0.00% | +33.3% | |
| SPR | Buy | SPIRIT AEROSYSTEMS HLDGS INC | $16,000 | +60.0% | 320 | +26.0% | 0.00% | +100.0% |
| SO | SOUTHERN CO | $17,000 | +6.2% | 266 | 0.0% | 0.00% | 0.0% | |
| STE | Buy | STERIS PLC | $18,000 | +20.0% | 96 | +18.5% | 0.00% | +33.3% |
| GPS | Sell | GAP INC | $18,000 | +38.5% | 594 | -9.0% | 0.00% | +33.3% |
| WMB | Buy | WILLIAMS COS INC | $17,000 | +142.9% | 722 | +97.3% | 0.00% | +100.0% |
| GSAH | New | GS ACQUISITION HLDGS CORP II | $19,000 | – | 1,800 | +100.0% | 0.00% | – |
| LMT | LOCKHEED MARTIN CORP | $16,000 | +6.7% | 42 | 0.0% | 0.00% | +33.3% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $17,000 | -10.5% | 28 | 0.0% | 0.00% | 0.0% | |
| CMA | COMERICA INC | $19,000 | +26.7% | 267 | 0.0% | 0.00% | +33.3% | |
| TNL | New | TRAVEL PLUS LEISURE CO | $18,000 | – | 293 | +100.0% | 0.00% | – |
| CTLT | Sell | CATALENT INC | $20,000 | -13.0% | 193 | -11.9% | 0.00% | -20.0% |
| C | CITIGROUP INC | $20,000 | +17.6% | 273 | 0.0% | 0.00% | 0.0% | |
| CSCO | Sell | CISCO SYS INC | $17,000 | +6.2% | 333 | -6.7% | 0.00% | 0.0% |
| FRC | Buy | FIRST REP BK SAN FRANCISCO C | $18,000 | +100.0% | 107 | +81.4% | 0.00% | +100.0% |
| RPRX | Sell | ROYALTY PHARMA PLC | $18,000 | -18.2% | 415 | -7.2% | 0.00% | -20.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $20,000 | +66.7% | 344 | +67.8% | 0.00% | +33.3% |
| CAT | CATERPILLAR INC | $18,000 | +28.6% | 78 | 0.0% | 0.00% | +33.3% | |
| FHB | New | FIRST HAWAIIAN INC | $16,000 | – | 580 | +100.0% | 0.00% | – |
| EQIX | Buy | EQUINIX INC | $19,000 | +18.8% | 28 | +27.3% | 0.00% | 0.0% |
| XLRN | Sell | ACCELERON PHARMA INC | $19,000 | -17.4% | 141 | -22.5% | 0.00% | -20.0% |
| EME | New | EMCOR GROUP INC | $16,000 | – | 141 | +100.0% | 0.00% | – |
| TGT | TARGET CORP | $16,000 | +14.3% | 80 | 0.0% | 0.00% | +33.3% | |
| ICUI | Sell | ICU MED INC | $18,000 | -14.3% | 86 | -11.3% | 0.00% | -20.0% |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $19,000 | 0.0% | 1,057 | 0.0% | 0.00% | 0.0% | |
| SAGE | Sell | SAGE THERAPEUTICS INC | $14,000 | -30.0% | 182 | -20.2% | 0.00% | -40.0% |
| CVS | CVS HEALTH CORP | $14,000 | +7.7% | 184 | 0.0% | 0.00% | 0.0% | |
| SLQT | Sell | SELECTQUOTE INC | $12,000 | +9.1% | 397 | -21.7% | 0.00% | +50.0% |
| MRTX | Sell | MIRATI THERAPEUTICS INC | $15,000 | -25.0% | 86 | -6.5% | 0.00% | -40.0% |
| BBD | BANCO BRADESCO S Asp adr pfd new | $14,000 | -12.5% | 3,000 | 0.0% | 0.00% | -25.0% | |
| PAGS | Buy | PAGSEGURO DIGITAL LTD | $13,000 | -13.3% | 280 | +5.7% | 0.00% | 0.0% |
| WFC | WELLS FARGO CO NEW | $12,000 | +33.3% | 308 | 0.0% | 0.00% | +50.0% | |
| SIVB | Sell | SVB FINANCIAL GROUP | $13,000 | +18.2% | 27 | -3.6% | 0.00% | +50.0% |
| WM | Buy | WASTE MGMT INC DEL | $15,000 | +150.0% | 115 | +117.0% | 0.00% | +200.0% |
| UL | New | UNILEVER PLCspon adr new | $12,000 | – | 206 | +100.0% | 0.00% | – |
| NEO | NEOGENOMICS INC | $13,000 | -7.1% | 264 | 0.0% | 0.00% | 0.0% | |
| LOW | LOWES COS INC | $13,000 | +18.2% | 67 | 0.0% | 0.00% | +50.0% | |
| AKRO | AKERO THERAPEUTICS INC | $15,000 | +7.1% | 533 | 0.0% | 0.00% | 0.0% | |
| BLNK | BLINK CHARGING CO | $15,000 | -6.2% | 375 | 0.0% | 0.00% | -25.0% | |
| VIAC | Sell | VIACOMCBS INCcl b | $12,000 | -14.3% | 258 | -31.4% | 0.00% | 0.0% |
| MSCI | Buy | MSCI INC | $14,000 | +180.0% | 33 | +175.0% | 0.00% | +200.0% |
| MANH | New | MANHATTAN ASSOCIATES INC | $12,000 | – | 98 | +100.0% | 0.00% | – |
| MRO | MARATHON OIL CORP | $12,000 | +71.4% | 1,094 | 0.0% | 0.00% | +50.0% | |
| MCO | MOODYS CORP | $14,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| FDMT | New | 4D MOLECULAR THERAPEUTICS IN | $12,000 | – | 286 | +100.0% | 0.00% | – |
| COLL | Sell | COLLEGIUM PHARMACEUTICAL INC | $13,000 | -7.1% | 532 | -25.1% | 0.00% | 0.0% |
| GGG | New | GRACO INC | $14,000 | – | 192 | +100.0% | 0.00% | – |
| AIG | Buy | AMERICAN INTL GROUP INC | $12,000 | +200.0% | 250 | +125.2% | 0.00% | +200.0% |
| TVTX | TRAVERE THERAPEUTICS INC | $14,000 | -12.5% | 580 | 0.0% | 0.00% | -25.0% | |
| CFG | CITIZENS FINANCIAL GROUP INC | $15,000 | +25.0% | 349 | 0.0% | 0.00% | 0.0% | |
| TCOM | New | TRIP COM GROUP LTDads | $13,000 | – | 337 | +100.0% | 0.00% | – |
| PRU | PRUDENTIAL FINL INC | $14,000 | +16.7% | 158 | 0.0% | 0.00% | 0.0% | |
| PLD | PROLOGIS INC. | $14,000 | +7.7% | 130 | 0.0% | 0.00% | 0.0% | |
| VMC | Buy | VULCAN MATLS CO | $12,000 | +200.0% | 71 | +144.8% | 0.00% | +200.0% |
| VFH | VANGUARD WORLD FDSfinancials etf | $14,000 | +16.7% | 165 | 0.0% | 0.00% | 0.0% | |
| DGX | QUEST DIAGNOSTICS INC | $15,000 | +15.4% | 113 | 0.0% | 0.00% | 0.0% | |
| GBT | Sell | GLOBAL BLOOD THERAPEUTICS IN | $15,000 | -16.7% | 366 | -12.9% | 0.00% | -25.0% |
| ALXO | ALX ONCOLOGY HLDGS INC | $13,000 | -13.3% | 178 | 0.0% | 0.00% | 0.0% | |
| RL | New | RALPH LAUREN CORPcl a | $15,000 | – | 123 | +100.0% | 0.00% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $14,000 | +55.6% | 143 | +41.6% | 0.00% | +50.0% |
| PAM | PAMPA ENERGIA S Aspons adr lvl i | $12,000 | 0.0% | 840 | 0.0% | 0.00% | 0.0% | |
| HCAT | HEALTH CATALYST INC | $13,000 | +8.3% | 280 | 0.0% | 0.00% | 0.0% | |
| SYY | Buy | SYSCO CORP | $12,000 | +33.3% | 149 | +22.1% | 0.00% | +50.0% |
| EWU | New | ISHARES TRmsci uk etf new | $13,000 | – | 426 | +100.0% | 0.00% | – |
| BBIO | BRIDGEBIO PHARMA INC | $13,000 | -7.1% | 203 | 0.0% | 0.00% | 0.0% | |
| PRI | New | PRIMERICA INC | $15,000 | – | 101 | +100.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC | $12,000 | – | 1,300 | +100.0% | 0.00% | – |
| FCN | New | FTI CONSULTING INC | $15,000 | – | 110 | +100.0% | 0.00% | – |
| TTC | New | TORO CO | $13,000 | – | 128 | +100.0% | 0.00% | – |
| NTRA | Buy | NATERA INC | $14,000 | +75.0% | 135 | +75.3% | 0.00% | +50.0% |
| ACAD | Buy | ACADIA PHARMACEUTICALS INC | $15,000 | -44.4% | 578 | +14.9% | 0.00% | -50.0% |
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $15,000 | -65.1% | 101 | -63.1% | 0.00% | -70.0% |
| PTCT | PTC THERAPEUTICS INC | $13,000 | -23.5% | 283 | 0.0% | 0.00% | -25.0% | |
| MO | ALTRIA GROUP INC | $14,000 | +27.3% | 266 | 0.0% | 0.00% | +50.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $12,000 | +9.1% | 62 | 0.0% | 0.00% | +50.0% | |
| EWL | ISHARES INCmsci switzerland | $15,000 | 0.0% | 335 | 0.0% | 0.00% | 0.0% | |
| ETN | EATON CORP PLC | $13,000 | +18.2% | 92 | 0.0% | 0.00% | +50.0% | |
| KNSL | Buy | KINSALE CAP GROUP INC | $15,000 | +66.7% | 93 | +116.3% | 0.00% | +50.0% |
| AZPN | New | ASPEN TECHNOLOGY INC | $13,000 | – | 93 | +100.0% | 0.00% | – |
| DDD | New | 3-D SYS CORP DEL | $14,000 | – | 500 | +100.0% | 0.00% | – |
| INTU | INTUIT | $14,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| DG | Buy | DOLLAR GEN CORP NEW | $11,000 | +57.1% | 56 | +75.0% | 0.00% | 0.0% |
| ACCD | Buy | ACCOLADE INC | $11,000 | +10.0% | 237 | +8.2% | 0.00% | 0.0% |
| ATVI | ACTIVISION BLIZZARD INC | $11,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
| GOLF | New | ACUSHNET HOLDINGS CORP | $11,000 | – | 269 | +100.0% | 0.00% | – |
| ADPT | Buy | ADAPTIVE BIOTECHNOLOGIES COR | $11,000 | -21.4% | 285 | +24.5% | 0.00% | -33.3% |
| ALGS | New | ALIGOS THERAPEUTICS INC | $7,000 | – | 317 | +100.0% | 0.00% | – |
| ALLK | New | ALLAKOS INC | $11,000 | – | 96 | +100.0% | 0.00% | – |
| ALL | ALLSTATE CORP | $11,000 | +10.0% | 92 | 0.0% | 0.00% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $9,000 | +28.6% | 61 | 0.0% | 0.00% | 0.0% | |
| ABC | AMERISOURCEBERGEN CORP | $8,000 | +14.3% | 70 | 0.0% | 0.00% | 0.0% | |
| AME | AMETEK INC | $8,000 | +14.3% | 59 | 0.0% | 0.00% | 0.0% | |
| FOLD | Sell | AMICUS THERAPEUTICS INC | $8,000 | -61.9% | 788 | -15.3% | 0.00% | -60.0% |
| ADI | ANALOG DEVICES INC | $8,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| APO | New | APOLLO GLOBAL MGMT INC | $7,000 | – | 142 | +100.0% | 0.00% | – |
| APAM | New | ARTISAN PARTNERS ASSET MGMTcl a | $7,000 | – | 131 | +100.0% | 0.00% | – |
| BKR | Buy | BAKER HUGHES COMPANYcl a | $8,000 | +14.3% | 375 | +19.0% | 0.00% | 0.0% |
| BK | BANK NEW YORK MELLON CORP | $8,000 | +14.3% | 160 | 0.0% | 0.00% | 0.0% | |
| BDX | BECTON DICKINSON & CO | $11,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| BBY | BEST BUY INC | $8,000 | +14.3% | 66 | 0.0% | 0.00% | 0.0% | |
| BCYC | New | BICYCLE THERAPEUTICS PLCsponsored ads | $8,000 | – | 265 | +100.0% | 0.00% | – |
| BIIB | BIOGEN INC | $7,000 | +16.7% | 26 | 0.0% | 0.00% | +100.0% | |
| BCAB | Sell | BIOATLA INC | $11,000 | +10.0% | 217 | -22.5% | 0.00% | 0.0% |
| BCX | New | BLACKROCK RES & COMMODITIES | $9,000 | – | 1,000 | +100.0% | 0.00% | – |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $7,000 | +600.0% | 88 | +700.0% | 0.00% | – |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $10,000 | +233.3% | 63 | +215.0% | 0.00% | +100.0% |
| CRDF | Buy | CARDIFF ONCOLOGY INC | $8,000 | -11.1% | 810 | +57.9% | 0.00% | 0.0% |
| COP | CONOCOPHILLIPS | $10,000 | +42.9% | 182 | 0.0% | 0.00% | 0.0% | |
| DHI | New | D R HORTON INC | $7,000 | – | 76 | +100.0% | 0.00% | – |
| DVA | DAVITA INC | $7,000 | -12.5% | 65 | 0.0% | 0.00% | 0.0% | |
| DVN | DEVON ENERGY CORP NEW | $7,000 | +40.0% | 330 | 0.0% | 0.00% | +100.0% | |
| ERX | New | DIREXION SHS ETF TRdly enrgy bull2x | $9,000 | – | 400 | +100.0% | 0.00% | – |
| DCI | New | DONALDSON INC | $7,000 | – | 124 | +100.0% | 0.00% | – |
| EOG | EOG RES INC | $10,000 | +42.9% | 140 | 0.0% | 0.00% | 0.0% | |
| EPIX | New | ESSA PHARMA INC | $8,000 | – | 268 | +100.0% | 0.00% | – |
| EXPE | EXPEDIA GROUP INC | $8,000 | +33.3% | 45 | 0.0% | 0.00% | +100.0% | |
| FDS | New | FACTSET RESH SYS INC | $9,000 | – | 29 | +100.0% | 0.00% | – |
| FATE | Sell | FATE THERAPEUTICS INC | $11,000 | -42.1% | 132 | -35.6% | 0.00% | -50.0% |
| FAST | FASTENAL CO | $7,000 | +16.7% | 130 | 0.0% | 0.00% | +100.0% | |
| FRT | FEDERAL RLTY INVT TRsh ben int new | $8,000 | +33.3% | 75 | 0.0% | 0.00% | +100.0% | |
| FGEN | FIBROGEN INC | $9,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| FUBO | New | FUBOTV INC | $8,000 | – | 360 | +100.0% | 0.00% | – |
| HRMY | Buy | HARMONY BIOSCIENCES HLDGS IN | $9,000 | 0.0% | 259 | +6.1% | 0.00% | 0.0% |
| HUBS | New | HUBSPOT INC | $10,000 | – | 23 | +100.0% | 0.00% | – |
| IMMP | IMMUTEP LTDsponsored ads | $8,000 | 0.0% | 2,500 | 0.0% | 0.00% | 0.0% | |
| KLAC | KLA CORP | $7,000 | +40.0% | 20 | 0.0% | 0.00% | +100.0% | |
| KALV | New | KALVISTA PHARMACEUTICALS INC | $7,000 | – | 257 | +100.0% | 0.00% | – |
| KMB | KIMBERLY-CLARK CORP | $7,000 | +16.7% | 48 | 0.0% | 0.00% | +100.0% | |
| KOD | KODIAK SCIENCES INC | $8,000 | -20.0% | 67 | 0.0% | 0.00% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $7,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| MTB | Sell | M & T BK CORP | $8,000 | -20.0% | 55 | -30.4% | 0.00% | 0.0% |
| MXIM | MAXIM INTEGRATED PRODS INC | $9,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
| MCK | MCKESSON CORP | $10,000 | +11.1% | 53 | 0.0% | 0.00% | 0.0% | |
| MET | Buy | METLIFE INC | $10,000 | +400.0% | 172 | +258.3% | 0.00% | – |
| MTD | METTLER TOLEDO INTERNATIONAL | $8,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| MRNA | MODERNA INC | $9,000 | +28.6% | 70 | 0.0% | 0.00% | 0.0% | |
| MC | New | MOELIS & COcl a | $10,000 | – | 175 | +100.0% | 0.00% | – |
| MSI | MOTOROLA SOLUTIONS INC | $7,000 | +16.7% | 38 | 0.0% | 0.00% | +100.0% | |
| NEM | Sell | NEWMONT CORP | $8,000 | -99.9% | 136 | -99.9% | 0.00% | -99.9% |
| NOC | NORTHROP GRUMMAN CORP | $9,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| OPEN | New | OPENDOOR TECHNOLOGIES INC | $8,000 | – | 360 | +100.0% | 0.00% | – |
| PPG | New | PPG INDS INC | $11,000 | – | 74 | +100.0% | 0.00% | – |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $9,000 | +200.0% | 394 | +258.2% | 0.00% | +100.0% |
| PH | PARKER-HANNIFIN CORP | $7,000 | +16.7% | 23 | 0.0% | 0.00% | +100.0% | |
| PHAT | Buy | PHATHOM PHARMACEUTICALS INC | $11,000 | +22.2% | 288 | +9.1% | 0.00% | 0.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $10,000 | +25.0% | 110 | +20.9% | 0.00% | 0.0% |
| PRAX | Buy | PRAXIS PRECISION MEDICINES I | $7,000 | -22.2% | 221 | +35.6% | 0.00% | 0.0% |
| TROW | PRICE T ROWE GROUP INC | $10,000 | +11.1% | 58 | 0.0% | 0.00% | 0.0% | |
| PSMT | New | PRICESMART INC | $7,000 | – | 73 | +100.0% | 0.00% | – |
| RLI | New | RLI CORP | $8,000 | – | 70 | +100.0% | 0.00% | – |
| ROLL | New | RBC BEARINGS INC | $8,000 | – | 42 | +100.0% | 0.00% | – |
| RF | REGIONS FINANCIAL CORP NEW | $9,000 | +28.6% | 433 | 0.0% | 0.00% | 0.0% | |
| RGEN | Buy | REPLIGEN CORP | $11,000 | +37.5% | 59 | +37.2% | 0.00% | 0.0% |
| RYTM | Sell | RHYTHM PHARMACEUTICALS INC | $11,000 | -50.0% | 538 | -27.0% | 0.00% | -60.0% |
| RCKT | ROCKET PHARMACEUTICALS INC | $7,000 | -12.5% | 153 | 0.0% | 0.00% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $10,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP | $8,000 | +14.3% | 126 | 0.0% | 0.00% | 0.0% | |
| SRE | SEMPRA ENERGY | $8,000 | +14.3% | 57 | 0.0% | 0.00% | 0.0% | |
| MCRB | Buy | SERES THERAPEUTICS INC | $10,000 | +11.1% | 475 | +29.8% | 0.00% | 0.0% |
| SILK | SILK RD MED INC | $9,000 | -25.0% | 185 | 0.0% | 0.00% | -33.3% | |
| SSD | New | SIMPSON MFG INC | $11,000 | – | 105 | +100.0% | 0.00% | – |
| SHC | SOTERA HEALTH CO | $8,000 | -11.1% | 320 | 0.0% | 0.00% | 0.0% | |
| SUI | New | SUN CMNTYS INC | $7,000 | – | 44 | +100.0% | 0.00% | – |
| TJX | Sell | TJX COS INC NEW | $9,000 | 0.0% | 134 | -2.2% | 0.00% | 0.0% |
| TRV | New | TRAVELERS COMPANIES INC | $8,000 | – | 50 | +100.0% | 0.00% | – |
| ULTA | Buy | ULTA BEAUTY INC | $7,000 | +133.3% | 23 | +130.0% | 0.00% | +100.0% |
| UAL | UNITED AIRLS HLDGS INC | $10,000 | +42.9% | 173 | 0.0% | 0.00% | 0.0% | |
| URI | UNITED RENTALS INC | $9,000 | +50.0% | 27 | 0.0% | 0.00% | +100.0% | |
| UNM | UNUM GROUP | $9,000 | +28.6% | 316 | 0.0% | 0.00% | 0.0% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $7,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $8,000 | +33.3% | 143 | 0.0% | 0.00% | +100.0% | |
| WTS | New | WATTS WATER TECHNOLOGIES INCcl a | $10,000 | – | 86 | +100.0% | 0.00% | – |
| ZION | ZIONS BANCORPORATION N A | $7,000 | +40.0% | 119 | 0.0% | 0.00% | +100.0% | |
| BHVN | New | BIOHAVEN PHARMACTL HLDG CO L | $10,000 | – | 152 | +100.0% | 0.00% | – |
| IPOE | New | SOCIAL CAPITAL HEDOSOPHA HLD | $9,000 | – | 500 | +100.0% | 0.00% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $8,000 | – | 73 | +100.0% | 0.00% | – |
| FVRR | New | FIVERR INTL LTD | $11,000 | – | 50 | +100.0% | 0.00% | – |
| CPA | Sell | COPA HOLDINGS SAcl a | $8,000 | -89.6% | 100 | -90.0% | 0.00% | -88.2% |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $5,000 | +25.0% | 20 | 0.0% | 0.00% | 0.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| VRSK | VERISK ANALYTICS INC | $3,000 | -25.0% | 18 | 0.0% | 0.00% | 0.0% | |
| CAG | CONAGRA BRANDS INC | $5,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
| CHD | CHURCH & DWIGHT INC | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| CERN | CERNER CORP | $4,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| VOLT | New | VOLT INFORMATION SCIENCES IN | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
| CE | CELANESE CORP DEL | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $6,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $5,000 | +25.0% | 112 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $4,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| WSO | New | WATSCO INC | $6,000 | – | 23 | +100.0% | 0.00% | – |
| COF | CAPITAL ONE FINL CORP | $5,000 | +25.0% | 43 | 0.0% | 0.00% | 0.0% | |
| WELL | WELLTOWER INC | $4,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| WY | WEYERHAEUSER CO MTN BE | $4,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| CDNS | CADENCE DESIGN SYSTEM INC | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| CSX | CSX CORP | $4,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| XEL | XCEL ENERGY INC | $5,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| XLNX | XILINX INC | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $4,000 | +33.3% | 8 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORP NEW | $6,000 | +20.0% | 26 | 0.0% | 0.00% | 0.0% | |
| BFB | BROWN FORMAN CORPcl b | $3,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| BWA | BORGWARNER INC | $3,000 | +50.0% | 54 | 0.0% | 0.00% | – | |
| AMCR | AMCOR PLCord | $4,000 | 0.0% | 365 | 0.0% | 0.00% | 0.0% | |
| WRB | BERKLEY W R CORP | $4,000 | +33.3% | 52 | 0.0% | 0.00% | 0.0% | |
| BLL | BALL CORP | $3,000 | -25.0% | 40 | 0.0% | 0.00% | 0.0% | |
| AVB | AVALONBAY CMNTYS INC | $4,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| AZO | AUTOZONE INC | $6,000 | +20.0% | 4 | 0.0% | 0.00% | 0.0% | |
| INFO | IHS MARKIT LTD | $4,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC | $4,000 | +33.3% | 63 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $5,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| ANSS | ANSYS INC | $4,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| AMP | AMERIPRISE FINL INC | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $6,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| AEE | AMEREN CORP | $4,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| STX | SEAGATE TECHNOLOGY PLC | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| ADS | ALLIANCE DATA SYSTEMS CORP | $6,000 | +50.0% | 53 | 0.0% | 0.00% | 0.0% | |
| VGAC | New | VG ACQUISITION CORP | $6,000 | – | 600 | +100.0% | 0.00% | – |
| MAA | MID-AMER APT CMNTYS INC | $3,000 | +50.0% | 19 | 0.0% | 0.00% | – | |
| CB | CHUBB LIMITED | $5,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| GRMN | GARMIN LTD | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| A | AGILENT TECHNOLOGIES INC | $4,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| AAP | ADVANCE AUTO PARTS INC | $6,000 | +20.0% | 30 | 0.0% | 0.00% | 0.0% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $3,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| RMD | RESMED INC | $6,000 | -14.3% | 33 | 0.0% | 0.00% | -50.0% | |
| RSG | REPUBLIC SVCS INC | $5,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| QRVO | QORVO INC | $5,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| PCAR | PACCAR INC | $5,000 | +25.0% | 52 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $6,000 | +20.0% | 226 | 0.0% | 0.00% | 0.0% | |
| PPL | PPL CORP | $3,000 | +50.0% | 88 | 0.0% | 0.00% | – | |
| SEE | SEALED AIR CORP NEW | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| OKE | ONEOK INC NEW | $6,000 | +50.0% | 111 | 0.0% | 0.00% | 0.0% | |
| OLN | Sell | OLIN CORP | $4,000 | -84.0% | 100 | -90.0% | 0.00% | -83.3% |
| NUE | NUCOR CORP | $4,000 | +33.3% | 54 | 0.0% | 0.00% | 0.0% | |
| NSC | NORFOLK SOUTHN CORP | $3,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| NOK | New | NOKIA CORPsponsored adr | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
| NKLA | New | NIKOLA CORP | $4,000 | – | 260 | +100.0% | 0.00% | – |
| NTAP | NETAPP INC | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| NDAQ | NASDAQ INC | $4,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| MNST | MONSTER BEVERAGE CORP NEW | $4,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| MKC | MCCORMICK & CO INC | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| MAS | MASCO CORP | $6,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| MLM | MARTIN MARIETTA MATLS INC | $4,000 | +33.3% | 12 | 0.0% | 0.00% | 0.0% | |
| LYV | LIVE NATION ENTERTAINMENT IN | $4,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| LNC | LINCOLN NATL CORP IND | $4,000 | +33.3% | 59 | 0.0% | 0.00% | 0.0% | |
| LBRDK | New | LIBERTY BROADBAND CORP | $6,000 | – | 39 | +100.0% | 0.00% | – |
| LEG | LEGGETT & PLATT INC | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| AOS | New | SMITH A O CORP | $6,000 | – | 92 | +100.0% | 0.00% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $5,000 | – | 19 | +100.0% | 0.00% | – |
| KR | KROGER CO | $4,000 | +33.3% | 98 | 0.0% | 0.00% | 0.0% | |
| KHC | Sell | KRAFT HEINZ CO | $4,000 | 0.0% | 98 | -9.3% | 0.00% | 0.0% |
| KIM | KIMCO RLTY CORP | $4,000 | +33.3% | 207 | 0.0% | 0.00% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $4,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| K | KELLOGG CO | $4,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| STT | STATE STR CORP | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| JNPR | JUNIPER NETWORKS INC | $5,000 | +25.0% | 188 | 0.0% | 0.00% | 0.0% | |
| J | JACOBS ENGR GROUP INC | $3,000 | +50.0% | 20 | 0.0% | 0.00% | – | |
| SNPS | SYNOPSYS INC | $5,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| TMUS | T-MOBILE US INC | $5,000 | -16.7% | 43 | 0.0% | 0.00% | 0.0% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3,000 | -25.0% | 19 | 0.0% | 0.00% | 0.0% | |
| IDXX | IDEXX LABS INC | $5,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| HUYA | HUYA INC | $4,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $3,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| HST | HOST HOTELS & RESORTS INC | $5,000 | +25.0% | 282 | 0.0% | 0.00% | 0.0% | |
| HFC | HOLLYFRONTIER CORP | $5,000 | +66.7% | 132 | 0.0% | 0.00% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5,000 | +25.0% | 310 | 0.0% | 0.00% | 0.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $3,000 | +50.0% | 230 | 0.0% | 0.00% | – | |
| HSY | HERSHEY CO | $3,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| HCA | HCA HEALTHCARE INC | $4,000 | +33.3% | 21 | 0.0% | 0.00% | 0.0% | |
| GL | GLOBE LIFE INC | $6,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| GPC | GENUINE PARTS CO | $4,000 | +33.3% | 31 | 0.0% | 0.00% | 0.0% | |
| GIS | GENERAL MLS INC | $5,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| BEN | FRANKLIN RESOURCES INC | $6,000 | +20.0% | 210 | 0.0% | 0.00% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO | $3,000 | +50.0% | 16 | 0.0% | 0.00% | – | |
| TDG | TRANSDIGM GROUP INC | $5,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| FTNT | FORTINET INC | $4,000 | +33.3% | 21 | 0.0% | 0.00% | 0.0% | |
| F | FORD MTR CO DEL | $4,000 | +33.3% | 322 | 0.0% | 0.00% | 0.0% | |
| FLS | FLOWSERVE CORP | $3,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
| FLT | Sell | FLEETCOR TECHNOLOGIES INC | $6,000 | -96.1% | 21 | -96.3% | 0.00% | -97.1% |
| FISV | FISERV INC | $5,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| FFIV | F5 NETWORKS INC | $5,000 | +25.0% | 23 | 0.0% | 0.00% | 0.0% | |
| USB | US BANCORP DEL | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| FMC | FMC CORP | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| UAA | UNDER ARMOUR INCcl a | $4,000 | +33.3% | 165 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INCcl c | $3,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $4,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $4,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| ESS | ESSEX PPTY TR INC | $5,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| EQR | EQUITY RESIDENTIALsh ben int | $6,000 | +20.0% | 78 | 0.0% | 0.00% | 0.0% | |
| EFX | EQUIFAX INC | $3,000 | -25.0% | 19 | 0.0% | 0.00% | 0.0% | |
| VLO | VALERO ENERGY CORP | $5,000 | +25.0% | 75 | 0.0% | 0.00% | 0.0% | |
| ETR | ENTERGY CORP NEW | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC | $6,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $3,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| DOW | DOW INC | $5,000 | +25.0% | 81 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| D | DOMINION ENERGY INC | $6,000 | +20.0% | 73 | 0.0% | 0.00% | 0.0% | |
| DLTR | DOLLAR TREE INC | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $4,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| VTR | VENTAS INC | $5,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% | |
| CMI | CUMMINS INC | $5,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC | $3,000 | +50.0% | 63 | 0.0% | 0.00% | – | |
| GLW | CORNING INC | $6,000 | +20.0% | 130 | 0.0% | 0.00% | 0.0% | |
| CPRT | COPART INC | $4,000 | -20.0% | 37 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| AKAM | AKAMAI TECHNOLOGIES INC | $2,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| USO | UNITED STS OIL FD LPunits | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| TIF | Exit | TIFFANY & CO NEW | $0 | – | -17 | -100.0% | 0.00% | – |
| CME | New | CME GROUP INC | $2,000 | – | 11 | +100.0% | 0.00% | – |
| SJM | SMUCKER J M CO | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| PSA | PUBLIC STORAGE | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| EIX | EDISON INTL | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| NRG | NRG ENERGY INC | $2,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| VIRT | Exit | VIRTU FINL INCcl a | $0 | – | -10 | -100.0% | 0.00% | – |
| IR | INGERSOLL RAND INC | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| INCY | INCYTE CORP | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| VAR | VARIAN MED SYS INC | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| MDB | Exit | MONGODB INCcl a | $0 | – | 0 | +100.0% | 0.00% | – |
| HUN | New | HUNTSMAN CORP | $0 | – | 0 | +100.0% | 0.00% | – |
| ATRI | New | ATRION CORP | $0 | – | 0 | +100.0% | 0.00% | – |
| ARKOW | New | ARKO CORP*w exp 12/22/202 | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| VRSN | VERISIGN INC | $2,000 | -33.3% | 12 | 0.0% | 0.00% | -100.0% | |
| ARNC | ARCONIC CORPORATION | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| ED | CONSOLIDATED EDISON INC | $2,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| VTRS | Sell | VIATRIS INC | $2,000 | -66.7% | 155 | -53.7% | 0.00% | -100.0% |
| VNT | VONTIER CORPORATION | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $2,000 | -33.3% | 15 | 0.0% | 0.00% | -100.0% | |
| BYND | Exit | BEYOND MEAT INC | $0 | – | 0 | +100.0% | 0.00% | – |
| CPB | CAMPBELL SOUP CO | $2,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -10 | -100.0% | -0.00% | – |
| OSB | Exit | NORBORD INC | $0 | – | -130 | -100.0% | -0.00% | – |
| PLUG | Exit | PLUG POWER INC | $0 | – | -249 | -100.0% | -0.00% | – |
| CSGP | Exit | COSTAR GROUP INC | $0 | – | -9 | -100.0% | -0.00% | – |
| ZS | Exit | ZSCALER INC | $0 | – | -54 | -100.0% | -0.00% | – |
| SNAP | Exit | SNAP INCcl a | $0 | – | -164 | -100.0% | -0.00% | – |
| WRK | Exit | WESTROCK CO | $0 | – | -180 | -100.0% | -0.00% | – |
| SPLK | Exit | SPLUNK INC | $0 | – | -50 | -100.0% | -0.00% | – |
| SGEN | Exit | SEAGEN INC | $0 | – | -46 | -100.0% | -0.00% | – |
| MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -200 | -100.0% | -0.00% | – |
| ODT | Exit | ODONATE THERAPEUTICS INC | $0 | – | -604 | -100.0% | -0.00% | – |
| DT | Exit | DYNATRACE INC | $0 | – | -300 | -100.0% | -0.00% | – |
| TRU | Exit | TRANSUNION | $0 | – | -150 | -100.0% | -0.00% | – |
| GWPH | Exit | GW PHARMACEUTICALS PLCads | $0 | – | -203 | -100.0% | -0.01% | – |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -575 | -100.0% | -0.01% | – |
| KCAC | Exit | KENSINGTON CAP ACQUISITION C | $0 | – | -330 | -100.0% | -0.01% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -305 | -100.0% | -0.01% | – |
| ROKU | Exit | ROKU INC | $0 | – | -90 | -100.0% | -0.01% | – |
| LMND | Exit | LEMONADE INC | $0 | – | -275 | -100.0% | -0.01% | – |
| JMIA | Exit | JUMIA TECHNOLOGIES AGsponsored ads | $0 | – | -1,000 | -100.0% | -0.01% | – |
| KORU | Exit | DIREXION SHS ETF TRdrx dlysokor3x | $0 | – | -1,000 | -100.0% | -0.01% | – |
| TSE | Exit | TRINSEO S A | $0 | – | -1,000 | -100.0% | -0.01% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -250 | -100.0% | -0.01% | – |
| DDOG | Exit | DATADOG INC | $0 | – | -1,022 | -100.0% | -0.02% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -562 | -100.0% | -0.03% | – |
| FEZ | Exit | SPDR INDEX SHS FDSeuro stoxx 50 | $0 | – | -3,250 | -100.0% | -0.03% | – |
| ZEN | Exit | ZENDESK INC | $0 | – | -1,131 | -100.0% | -0.04% | – |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -3,791 | -100.0% | -0.06% | – |
| AAL | Exit | AMERICAN AIRLS GROUP INC | $0 | – | -65,045 | -100.0% | -0.23% | – |
| WYNN | Exit | WYNN RESORTS LTD | $0 | – | -9,346 | -100.0% | -0.24% | – |
| AGQ | Exit | PROSHARES TR IIultra silver new | $0 | – | -44,500 | -100.0% | -0.52% | – |
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -170,250 | -100.0% | -0.88% | – |
| FNV | Exit | FRANCO NEV CORP | $0 | – | -56,720 | -100.0% | -1.60% | – |
| AEM | Exit | AGNICO EAGLE MINES LTD | $0 | – | -104,475 | -100.0% | -1.66% | – |
| EQX | Exit | EQUINOX GOLD CORP | $0 | – | -823,100 | -100.0% | -1.92% | – |
| SQM | Exit | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $0 | – | -221,500 | -100.0% | -2.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 20 | Q3 2023 | 5.6% |
| SELECT SECTOR SPDR TR | 20 | Q3 2023 | 4.6% |
| SELECT SECTOR SPDR TR | 20 | Q3 2023 | 4.1% |
| ALIBABA GROUP HLDG LTD | 20 | Q3 2023 | 2.9% |
| META PLATFORMS INC | 20 | Q3 2023 | 0.7% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 1.2% |
| VANGUARD WORLD FDS | 20 | Q3 2023 | 1.0% |
| VISA INC | 20 | Q3 2023 | 0.4% |
| JPMORGAN CHASE & CO | 20 | Q3 2023 | 1.0% |
| NVIDIA CORPORATION | 20 | Q3 2023 | 0.2% |
View Evolution Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-28 |
View Evolution 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.