$467 Million is the total value of Evolution Wealth Advisors, LLC's 666 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 17.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $47,301,000 | +9.4% | 110,223 | +9.1% | 10.14% | +15.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $45,056,000 | +7.7% | 301,742 | +6.5% | 9.66% | +13.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $30,862,000 | +7.5% | 86,217 | +6.4% | 6.61% | +13.4% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $24,284,000 | -24.1% | 111,052 | -21.8% | 5.20% | -20.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $23,477,000 | +34.6% | 625,557 | +31.6% | 5.03% | +41.9% |
| PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $22,615,000 | +7.3% | 1,074,335 | +2.4% | 4.85% | +13.1% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $20,436,000 | +1.9% | 804,256 | +3.3% | 4.38% | +7.5% |
| XLC | Buy | SELECT SECTOR SPDR TR | $19,049,000 | +1.3% | 237,788 | +2.4% | 4.08% | +6.9% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $16,936,000 | +39.2% | 133,039 | +37.7% | 3.63% | +46.8% |
| ARKK | Buy | ARK ETF TRinnovation etf | $14,174,000 | -10.2% | 128,235 | +6.3% | 3.04% | -5.2% |
| AMZN | Buy | AMAZON COM INC | $13,495,000 | -3.4% | 4,108 | +1.2% | 2.89% | +1.9% |
| GLD | Buy | SPDR GOLD TR | $12,969,000 | +3.8% | 78,971 | +4.7% | 2.78% | +9.5% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $12,638,000 | +119.6% | 70,426 | +118.5% | 2.71% | +131.5% |
| AAXJ | Buy | ISHARES TRmsci ac asia etf | $11,242,000 | -5.0% | 132,369 | +5.7% | 2.41% | +0.2% |
| ARKF | Sell | ARK ETF TRfintech innova | $10,416,000 | -16.2% | 211,016 | -8.2% | 2.23% | -11.6% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $9,038,000 | +42.4% | 92,377 | +49.0% | 1.94% | +50.2% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $8,774,000 | +2.7% | 127,454 | +4.4% | 1.88% | +8.4% |
| MCHI | Sell | ISHARES TRmsci china etf | $7,257,000 | -47.8% | 107,468 | -36.3% | 1.56% | -45.0% |
| XBI | Buy | SPDR SER TRs&p biotech | $5,825,000 | -1.4% | 46,334 | +6.2% | 1.25% | +4.0% |
| PBW | Buy | INVESCO EXCHANGE TRADED FD Twilderhil clan | $5,624,000 | -16.0% | 72,812 | +1.3% | 1.20% | -11.5% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $5,322,000 | +8.1% | 71,687 | +10.1% | 1.14% | +14.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $4,459,000 | +0.1% | 72,198 | +8.6% | 0.96% | +5.6% |
| AAPL | Sell | APPLE INC | $4,345,000 | +0.9% | 30,707 | -2.4% | 0.93% | +6.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,263,000 | +2.6% | 15,617 | +4.5% | 0.91% | +8.3% |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $4,000,000 | +4.8% | 198,225 | 0.0% | 0.86% | +10.6% | |
| VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $3,761,000 | +7.5% | 143,433 | +7.8% | 0.81% | +13.4% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $3,173,000 | -29.9% | 60,908 | -27.5% | 0.68% | -26.1% |
| REZ | Buy | ISHARES TRresidential mult | $3,035,000 | +6.6% | 35,470 | +3.8% | 0.65% | +12.3% |
| New | ENOVIX CORPORATION | $3,004,000 | – | 159,000 | +100.0% | 0.64% | – | |
| ILPT | Buy | INDUSTRIAL LOGISTICS PPTYS T | $2,883,000 | +2.6% | 113,448 | +5.5% | 0.62% | +8.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,711,000 | +4.3% | 1,017 | -1.9% | 0.58% | +10.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $2,214,000 | -1.2% | 20,116 | +1.0% | 0.47% | +4.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,208,000 | +31.8% | 826 | +20.4% | 0.47% | +39.1% |
| MSFT | Buy | MICROSOFT CORP | $2,191,000 | +8.0% | 7,772 | +3.8% | 0.47% | +14.1% |
| New | ARCHER AVIATION INC | $2,069,000 | – | 233,000 | +100.0% | 0.44% | – | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,920,000 | -34.8% | 12,971 | -0.2% | 0.41% | -31.4% |
| FB | Buy | FACEBOOK INCcl a | $1,860,000 | +23.5% | 5,479 | +26.5% | 0.40% | +30.4% |
| New | TMC THE METALS COMPANY INC | $1,723,000 | – | 377,000 | +100.0% | 0.37% | – | |
| NSTG | NANOSTRING TECHNOLOGIES INC | $1,344,000 | -25.9% | 28,000 | 0.0% | 0.29% | -22.0% | |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $1,278,000 | -26.9% | 50,000 | 0.0% | 0.27% | -22.8% | |
| VOO | VANGUARD INDEX FDS | $1,189,000 | +0.3% | 3,015 | 0.0% | 0.26% | +5.8% | |
| New | ENOVIX CORPORATION*w exp 11/30/202 | $1,135,000 | – | 130,000 | +100.0% | 0.24% | – | |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $1,049,000 | -71.1% | 13,260 | -69.9% | 0.22% | -69.5% |
| NVTA | INVITAE CORP | $1,023,000 | -15.7% | 36,000 | 0.0% | 0.22% | -11.3% | |
| ARKW | Buy | ARK ETF TRnext gnrtn inter | $1,019,000 | -9.7% | 7,341 | +0.1% | 0.22% | -4.8% |
| ITEQ | Sell | ETF MANAGERS TRbluestar israel | $929,000 | -72.9% | 14,083 | -71.2% | 0.20% | -71.4% |
| ITA | Sell | ISHARES TRus aer def etf | $844,000 | -11.1% | 8,100 | -6.5% | 0.18% | -6.2% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $823,000 | -1.7% | 2 | 0.0% | 0.18% | +3.5% | |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $807,000 | +6.9% | 9,227 | +7.6% | 0.17% | +13.1% |
| NVDA | Buy | NVIDIA CORPORATION | $783,000 | -11.2% | 3,780 | +243.0% | 0.17% | -6.1% |
| PFF | ISHARES TRpfd and incm sec | $771,000 | -1.3% | 19,864 | 0.0% | 0.16% | +3.8% | |
| DIS | Sell | DISNEY WALT CO | $762,000 | -22.2% | 4,504 | -19.3% | 0.16% | -18.1% |
| SSO | PROSHARES TR | $691,000 | +0.4% | 5,766 | 0.0% | 0.15% | +5.7% | |
| DNMR | DANIMER SCIENTIFIC INC | $654,000 | -34.7% | 40,000 | 0.0% | 0.14% | -31.4% | |
| TSLA | Sell | TESLA INC | $646,000 | +9.7% | 833 | -3.9% | 0.14% | +15.0% |
| CRM | Buy | SALESFORCE COM INC | $633,000 | +2334.6% | 2,335 | +2082.2% | 0.14% | +2620.0% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $581,000 | -20.1% | 7,779 | -1.0% | 0.12% | -15.5% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $574,000 | +4.4% | 4,315 | +5.5% | 0.12% | +9.8% |
| V | Sell | VISA INC | $569,000 | -44.4% | 2,556 | -41.6% | 0.12% | -41.3% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $564,000 | -0.4% | 2,540 | 0.0% | 0.12% | +5.2% | |
| BSEP | New | INNOVATOR ETFS TRus eqty buf sep | $540,000 | – | 17,285 | +100.0% | 0.12% | – |
| SQ | Buy | SQUARE INCcl a | $490,000 | +111.2% | 2,044 | +114.9% | 0.10% | +123.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $486,000 | +7.8% | 2,971 | +2.4% | 0.10% | +13.0% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $464,000 | -92.8% | 3,426 | -92.7% | 0.10% | -92.5% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $452,000 | +10.8% | 9,890 | +11.6% | 0.10% | +16.9% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $449,000 | +10.9% | 5,474 | +11.1% | 0.10% | +17.1% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $438,000 | +37.7% | 4,259 | +25.6% | 0.09% | +44.6% |
| FLRN | SPDR SER TRblomberg brc inv | $393,000 | 0.0% | 12,820 | 0.0% | 0.08% | +5.0% | |
| FLOT | ISHARES TRfltg rate nt etf | $393,000 | 0.0% | 7,730 | 0.0% | 0.08% | +5.0% | |
| LYFT | Buy | LYFT INC | $373,000 | +26.0% | 6,960 | +42.1% | 0.08% | +33.3% |
| SHOP | Buy | SHOPIFY INCcl a | $370,000 | -6.6% | 273 | +0.7% | 0.08% | -1.2% |
| VOX | VANGUARD WORLD FDS | $362,000 | -2.2% | 2,570 | 0.0% | 0.08% | +4.0% | |
| GPN | Buy | GLOBAL PMTS INC | $361,000 | +26.2% | 2,291 | +50.1% | 0.08% | +32.8% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $346,000 | +16.9% | 1,768 | +22.9% | 0.07% | +23.3% |
| BMEZ | BLACKROCK HEALTH SCIENCS TR | $337,000 | -6.9% | 12,500 | 0.0% | 0.07% | -2.7% | |
| IJR | Buy | ISHARES TRcore s&p scp etf | $326,000 | +9.8% | 2,990 | +13.7% | 0.07% | +16.7% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $326,000 | -6.3% | 3,150 | -5.3% | 0.07% | -1.4% |
| NFLX | Sell | NETFLIX INC | $322,000 | -18.3% | 528 | -29.1% | 0.07% | -13.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $323,000 | +22.3% | 718 | +7.5% | 0.07% | +27.8% |
| FLT | Buy | FLEETCOR TECHNOLOGIES INC | $312,000 | +10300.0% | 1,194 | +9850.0% | 0.07% | +6600.0% |
| PENN | PENN NATL GAMING INC | $313,000 | -5.2% | 4,320 | 0.0% | 0.07% | 0.0% | |
| WDAY | Buy | WORKDAY INCcl a | $289,000 | +18.4% | 1,156 | +12.9% | 0.06% | +24.0% |
| MTCH | Buy | MATCH GROUP INC NEW | $291,000 | +48.5% | 1,853 | +52.1% | 0.06% | +55.0% |
| LRCX | Sell | LAM RESEARCH CORP | $289,000 | -24.5% | 507 | -13.8% | 0.06% | -20.5% |
| ADSK | Buy | AUTODESK INC | $285,000 | +22.8% | 998 | +25.5% | 0.06% | +29.8% |
| PCY | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $279,000 | -3.5% | 10,470 | 0.0% | 0.06% | +1.7% | |
| TWLO | Sell | TWILIO INCcl a | $264,000 | -23.9% | 828 | -6.0% | 0.06% | -19.7% |
| FOUR | Buy | SHIFT4 PMTS INCcl a | $261,000 | +71.7% | 3,363 | +107.8% | 0.06% | +80.6% |
| GS | GOLDMAN SACHS GROUP INC | $260,000 | -0.4% | 688 | 0.0% | 0.06% | +5.7% | |
| WMT | WALMART INC | $251,000 | -1.2% | 1,800 | 0.0% | 0.05% | +3.8% | |
| ZEN | Buy | ZENDESK INC | $249,000 | +22.7% | 2,142 | +52.7% | 0.05% | +29.3% |
| SBUX | STARBUCKS CORP | $247,000 | -1.2% | 2,238 | 0.0% | 0.05% | +3.9% | |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $245,000 | -86.6% | 3,315 | -86.2% | 0.05% | -85.8% |
| COUP | Buy | COUPA SOFTWARE INC | $242,000 | +6.1% | 1,105 | +27.0% | 0.05% | +13.0% |
| GM | Buy | GENERAL MTRS CO | $239,000 | +49.4% | 4,542 | +68.4% | 0.05% | +54.5% |
| SABR | Buy | SABRE CORP | $236,000 | +27.6% | 19,944 | +34.7% | 0.05% | +34.2% |
| AGG | ISHARES TRcore us aggbd et | $234,000 | -0.4% | 2,040 | 0.0% | 0.05% | +4.2% | |
| IJH | ISHARES TRcore s&p mcp etf | $235,000 | -2.5% | 895 | 0.0% | 0.05% | +2.0% | |
| ADI | Buy | ANALOG DEVICES INC | $235,000 | +40.7% | 1,402 | +44.7% | 0.05% | +47.1% |
| PLAN | Sell | ANAPLAN INC | $227,000 | +2.3% | 3,732 | -10.5% | 0.05% | +8.9% |
| HD | Buy | HOME DEPOT INC | $225,000 | +17.8% | 685 | +14.2% | 0.05% | +23.1% |
| SMAR | Buy | SMARTSHEET INC | $225,000 | +19.0% | 3,271 | +25.1% | 0.05% | +26.3% |
| UBER | Buy | UBER TECHNOLOGIES INC | $216,000 | +27.1% | 4,823 | +41.9% | 0.05% | +31.4% |
| NKE | Buy | NIKE INCcl b | $214,000 | +35.4% | 1,474 | +44.1% | 0.05% | +43.8% |
| PHM | PULTE GROUP INC | $216,000 | -16.0% | 4,708 | 0.0% | 0.05% | -11.5% | |
| ACWI | ISHARES TRmsci acwi etf | $216,000 | -1.4% | 2,160 | 0.0% | 0.05% | +2.2% | |
| BOND | Buy | PIMCO ETF TRactive bd etf | $212,000 | +48.3% | 1,917 | +49.0% | 0.04% | +55.2% |
| SAN | Buy | BANCO SANTANDER S.A.adr | $211,000 | +101.0% | 58,348 | +116.3% | 0.04% | +114.3% |
| ESTC | New | ELASTIC N V | $210,000 | – | 1,407 | +100.0% | 0.04% | – |
| EEMV | ISHARES INCmsci emerg mrkt | $205,000 | -1.9% | 3,265 | 0.0% | 0.04% | +4.8% | |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $203,000 | -2.4% | 1,135 | -0.4% | 0.04% | +4.8% |
| MCD | Buy | MCDONALDS CORP | $199,000 | +21.3% | 827 | +16.3% | 0.04% | +30.3% |
| PAYC | Sell | PAYCOM SOFTWARE INC | $198,000 | -25.8% | 399 | -45.6% | 0.04% | -22.2% |
| RJA | SWEDISH EXPT CR CORProg agri etn22 | $195,000 | +3.7% | 24,420 | 0.0% | 0.04% | +10.5% | |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $190,000 | -17.7% | 1,235 | -20.1% | 0.04% | -12.8% |
| MRK | Buy | MERCK & CO INC | $190,000 | +11.8% | 2,524 | +15.6% | 0.04% | +17.1% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $191,000 | +26.5% | 719 | +31.4% | 0.04% | +32.3% |
| TTD | Buy | THE TRADE DESK INC | $180,000 | +3.4% | 2,556 | +13.4% | 0.04% | +11.4% |
| C | Buy | CITIGROUP INC | $184,000 | +5.7% | 2,615 | +6.1% | 0.04% | +11.4% |
| TER | Buy | TERADYNE INC | $183,000 | -8.0% | 1,673 | +12.8% | 0.04% | -2.5% |
| STNE | New | STONECO LTD | $182,000 | – | 5,230 | +100.0% | 0.04% | – |
| ANET | Sell | ARISTA NETWORKS INC | $181,000 | -19.2% | 526 | -15.0% | 0.04% | -15.2% |
| EWZ | ISHARES INCmsci brazil etf | $177,000 | -20.6% | 5,500 | 0.0% | 0.04% | -15.6% | |
| SWAN | AMPLIFY ETF TRblackswan grwt | $176,000 | 0.0% | 5,135 | 0.0% | 0.04% | +5.6% | |
| MDB | Sell | MONGODB INCcl a | $168,000 | -35.4% | 356 | -50.5% | 0.04% | -32.1% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $169,000 | +9.7% | 487 | +15.7% | 0.04% | +16.1% |
| IBB | Buy | ISHARES TRishares biotech | $158,000 | +159.0% | 975 | +163.5% | 0.03% | +183.3% |
| LOMA | LOMA NEGRA C I A S A MTN14sponsored ads | $153,000 | +4.1% | 21,518 | 0.0% | 0.03% | +10.0% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $156,000 | -1.9% | 461 | 0.0% | 0.03% | +3.1% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $151,000 | -13.2% | 387 | -10.8% | 0.03% | -8.6% |
| CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $144,000 | -14.3% | 5,763 | -9.5% | 0.03% | -8.8% |
| ABBV | Buy | ABBVIE INC | $138,000 | +4.5% | 1,280 | +8.8% | 0.03% | +11.1% |
| LLY | Sell | LILLY ELI & CO | $136,000 | -12.8% | 589 | -13.5% | 0.03% | -9.4% |
| New | SOMALOGIC INC | $136,000 | – | 11,000 | +100.0% | 0.03% | – | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $135,000 | +35.0% | 2,289 | +52.2% | 0.03% | +45.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $129,000 | +174.5% | 2,383 | +184.0% | 0.03% | +180.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $126,000 | +5.9% | 779 | +8.0% | 0.03% | +12.5% |
| NEE | Buy | NEXTERA ENERGY INC | $123,000 | +64.0% | 1,568 | +52.2% | 0.03% | +73.3% |
| ICLN | New | ISHARES TRgl clean ene etf | $123,000 | – | 5,665 | +100.0% | 0.03% | – |
| ABNB | Sell | AIRBNB INC | $123,000 | -42.8% | 734 | -47.8% | 0.03% | -40.9% |
| JD | Buy | JD.COM INCspon adr cl a | $117,000 | +3800.0% | 1,618 | +3945.0% | 0.02% | +2400.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $115,000 | +59.7% | 361 | +48.0% | 0.02% | +66.7% |
| MS | MORGAN STANLEY | $118,000 | +6.3% | 1,215 | 0.0% | 0.02% | +8.7% | |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $118,000 | +29.7% | 65 | +10.2% | 0.02% | +38.9% |
| EWJ | ISHARES INCmsci jpn etf new | $117,000 | +4.5% | 1,665 | 0.0% | 0.02% | +8.7% | |
| IWF | New | ISHARES TRrus 1000 grw etf | $117,000 | – | 427 | +100.0% | 0.02% | – |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $112,000 | -1.8% | 1,700 | 0.0% | 0.02% | +4.3% | |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $113,000 | -13.7% | 10,891 | +1.5% | 0.02% | -11.1% |
| TXN | Buy | TEXAS INSTRS INC | $111,000 | +54.2% | 579 | +54.0% | 0.02% | +60.0% |
| NIO | NIO INCspon ads | $107,000 | -33.1% | 3,000 | 0.0% | 0.02% | -30.3% | |
| BAC | Buy | BK OF AMERICA CORP | $104,000 | +147.6% | 2,459 | +143.9% | 0.02% | +144.4% |
| TNA | DIREXION SHS ETF TRdly smcap bull3x | $100,000 | -15.3% | 1,205 | 0.0% | 0.02% | -12.5% | |
| HON | Buy | HONEYWELL INTL INC | $99,000 | +90.4% | 466 | +98.3% | 0.02% | +90.9% |
| AVGO | Sell | BROADCOM INC | $93,000 | -2.1% | 192 | -3.5% | 0.02% | +5.3% |
| IWD | New | ISHARES TRrus 1000 val etf | $92,000 | – | 591 | +100.0% | 0.02% | – |
| PTON | PELOTON INTERACTIVE INC | $87,000 | -29.8% | 1,000 | 0.0% | 0.02% | -24.0% | |
| PEP | Buy | PEPSICO INC | $89,000 | +48.3% | 589 | +46.2% | 0.02% | +58.3% |
| STWD | New | STARWOOD PPTY TR INC | $87,000 | – | 3,570 | +100.0% | 0.02% | – |
| MMM | Buy | 3M CO | $88,000 | +11.4% | 499 | +25.1% | 0.02% | +18.8% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $89,000 | +41.3% | 1,592 | +44.6% | 0.02% | +46.2% |
| ARCC | New | ARES CAPITAL CORP | $89,000 | – | 4,380 | +100.0% | 0.02% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $84,000 | – | 1,135 | +100.0% | 0.02% | – |
| DKNG | Buy | DRAFTKINGS INC | $84,000 | +7.7% | 1,750 | +16.7% | 0.02% | +12.5% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $85,000 | +2.4% | 345 | +3.0% | 0.02% | +5.9% |
| KO | Buy | COCA COLA CO | $79,000 | +146.9% | 1,509 | +158.4% | 0.02% | +142.9% |
| MDT | Sell | MEDTRONIC PLC | $78,000 | -10.3% | 623 | -11.0% | 0.02% | -5.6% |
| SAVE | SPIRIT AIRLS INC | $78,000 | -14.3% | 3,000 | 0.0% | 0.02% | -5.6% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $78,000 | -8.2% | 1,567 | 0.0% | 0.02% | 0.0% | |
| LULU | LULULEMON ATHLETICA INC | $73,000 | +10.6% | 180 | 0.0% | 0.02% | +23.1% | |
| CCI | CROWN CASTLE INTL CORP NEW | $74,000 | -10.8% | 427 | 0.0% | 0.02% | -5.9% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $73,000 | +108.6% | 935 | +110.1% | 0.02% | +128.6% |
| CHGG | CHEGG INC | $68,000 | -18.1% | 1,000 | 0.0% | 0.02% | -11.8% | |
| IVE | Sell | ISHARES TRs&p 500 val etf | $68,000 | -97.4% | 469 | -97.4% | 0.02% | -97.2% |
| WYNN | New | WYNN RESORTS LTD | $68,000 | – | 800 | +100.0% | 0.02% | – |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $69,000 | +23.2% | 1,210 | +22.2% | 0.02% | +36.4% |
| LEAP | RIBBIT LEAP LTD | $72,000 | -5.3% | 7,115 | 0.0% | 0.02% | 0.0% | |
| HEDJ | Sell | WISDOMTREE TReurope hedged eq | $63,000 | -76.6% | 825 | -76.6% | 0.01% | -74.5% |
| IEO | ISHARES TRus oil gs ex etf | $65,000 | +1.6% | 1,115 | 0.0% | 0.01% | +7.7% | |
| PG | PROCTER AND GAMBLE CO | $66,000 | +3.1% | 472 | 0.0% | 0.01% | +7.7% | |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $63,000 | +28.6% | 94 | +16.0% | 0.01% | +40.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $63,000 | -28.4% | 111 | -36.2% | 0.01% | -22.2% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $65,000 | +75.7% | 428 | +64.0% | 0.01% | +75.0% |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $66,000 | -10.8% | 4,300 | 0.0% | 0.01% | -6.7% | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $62,000 | +55.0% | 299 | +66.1% | 0.01% | +62.5% |
| MU | Sell | MICRON TECHNOLOGY INC | $61,000 | -74.9% | 861 | -69.9% | 0.01% | -73.5% |
| UNP | Buy | UNION PAC CORP | $62,000 | +51.2% | 314 | +69.7% | 0.01% | +62.5% |
| AMAT | Buy | APPLIED MATLS INC | $59,000 | +18.0% | 456 | +29.9% | 0.01% | +30.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $60,000 | +87.5% | 306 | +82.1% | 0.01% | +85.7% |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $62,000 | +1.6% | 1,135 | 0.0% | 0.01% | +8.3% | |
| SHW | Buy | SHERWIN WILLIAMS CO | $60,000 | +66.7% | 213 | +61.4% | 0.01% | +85.7% |
| K | Buy | KELLOGG CO | $54,000 | +1250.0% | 843 | +1353.4% | 0.01% | +1100.0% |
| BX | BLACKSTONE INC | $58,000 | +18.4% | 500 | 0.0% | 0.01% | +20.0% | |
| WFC | Sell | WELLS FARGO CO NEW | $56,000 | -75.8% | 1,207 | -76.4% | 0.01% | -74.5% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $58,000 | -1.7% | 394 | -8.6% | 0.01% | 0.0% |
| ABT | Sell | ABBOTT LABS | $56,000 | -34.1% | 478 | -35.1% | 0.01% | -29.4% |
| KHC | Buy | KRAFT HEINZ CO | $54,000 | +1250.0% | 1,463 | +1392.9% | 0.01% | +1100.0% |
| DXCM | Sell | DEXCOM INC | $54,000 | +14.9% | 98 | -10.1% | 0.01% | +20.0% |
| MWA | MUELLER WTR PRODS INC | $55,000 | +5.8% | 3,600 | 0.0% | 0.01% | +9.1% | |
| NVO | Buy | NOVO-NORDISK A Sadr | $58,000 | +107.1% | 609 | +84.0% | 0.01% | +100.0% |
| XOM | Sell | EXXON MOBIL CORP | $57,000 | -13.6% | 965 | -7.6% | 0.01% | -7.7% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $58,000 | -61.6% | 221 | -43.5% | 0.01% | -61.3% |
| PM | Buy | PHILIP MORRIS INTL INC | $56,000 | +86.7% | 593 | +93.2% | 0.01% | +100.0% |
| GIS | Buy | GENERAL MLS INC | $55,000 | +1000.0% | 926 | +1043.2% | 0.01% | +1100.0% |
| HZNP | Buy | HORIZON THERAPEUTICS PUB L | $51,000 | +34.2% | 467 | +13.9% | 0.01% | +37.5% |
| DHR | Sell | DANAHER CORPORATION | $53,000 | -31.2% | 175 | -38.8% | 0.01% | -31.2% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $50,000 | +100.0% | 166 | +112.8% | 0.01% | +120.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $52,000 | -44.1% | 198 | -37.9% | 0.01% | -42.1% |
| TD | Buy | TORONTO DOMINION BK ONT | $50,000 | +16.3% | 760 | +24.6% | 0.01% | +22.2% |
| BBEU | New | J P MORGAN EXCHANGE-TRADED Fbetabuilders eur | $49,000 | – | 859 | +100.0% | 0.01% | – |
| FDUS | New | FIDUS INVT CORP | $50,000 | – | 2,850 | +100.0% | 0.01% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $50,000 | – | 822 | +100.0% | 0.01% | – |
| UL | New | UNILEVER PLCspon adr new | $50,000 | – | 925 | +100.0% | 0.01% | – |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $49,000 | +81.5% | 338 | +100.0% | 0.01% | +120.0% |
| OXY | Buy | OCCIDENTAL PETE CORP | $51,000 | +64.5% | 1,741 | +78.0% | 0.01% | +83.3% |
| MRNA | Sell | MODERNA INC | $50,000 | +47.1% | 130 | -10.3% | 0.01% | +57.1% |
| BBJP | New | J P MORGAN EXCHANGE-TRADED Fbetabuldrs japan | $50,000 | – | 851 | +100.0% | 0.01% | – |
| New | GENERAL ELECTRIC CO | $48,000 | – | 463 | +100.0% | 0.01% | – | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $48,000 | -2.0% | 100 | 0.0% | 0.01% | 0.0% | |
| SPR | Buy | SPIRIT AEROSYSTEMS HLDGS INC | $46,000 | +155.6% | 1,046 | +171.7% | 0.01% | +150.0% |
| SYF | Buy | SYNCHRONY FINANCIAL | $45,000 | +150.0% | 919 | +143.1% | 0.01% | +150.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $46,000 | +84.0% | 408 | +99.0% | 0.01% | +100.0% |
| VALE | Sell | VALE S Asponsored ads | $48,000 | -56.0% | 3,409 | -28.6% | 0.01% | -54.5% |
| TIP | Sell | ISHARES TRtips bd etf | $46,000 | -43.2% | 360 | -43.3% | 0.01% | -37.5% |
| NVS | Sell | NOVARTIS AGsponsored adr | $46,000 | -23.3% | 561 | -15.3% | 0.01% | -16.7% |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $46,000 | +2.2% | 711 | 0.0% | 0.01% | +11.1% | |
| CG | CARLYLE GROUP INC | $48,000 | +2.1% | 1,005 | 0.0% | 0.01% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $42,000 | -42.5% | 3,000 | 0.0% | 0.01% | -40.0% | |
| ECL | Buy | ECOLAB INC | $44,000 | +63.0% | 210 | +57.9% | 0.01% | +80.0% |
| PGR | Buy | PROGRESSIVE CORP | $41,000 | +57.7% | 453 | +69.0% | 0.01% | +80.0% |
| ASML | New | ASML HOLDING N V | $44,000 | – | 59 | +100.0% | 0.01% | – |
| APD | Buy | AIR PRODS & CHEMS INC | $43,000 | +48.3% | 168 | +68.0% | 0.01% | +50.0% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $40,000 | 0.0% | 69 | 0.0% | 0.01% | +12.5% | |
| MKTX | Buy | MARKETAXESS HLDGS INC | $41,000 | +173.3% | 98 | +197.0% | 0.01% | +200.0% |
| EDOC | GLOBAL X FDStelmdc&dig etf | $44,000 | -8.3% | 2,510 | 0.0% | 0.01% | -10.0% | |
| BRFS | Sell | BRF SAsponsored adr | $41,000 | -92.9% | 8,108 | -92.3% | 0.01% | -92.3% |
| ZTS | Buy | ZOETIS INCcl a | $44,000 | +57.1% | 227 | +53.4% | 0.01% | +50.0% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $43,000 | -59.0% | 718 | -59.2% | 0.01% | -57.1% |
| TFC | Buy | TRUIST FINL CORP | $42,000 | +100.0% | 721 | +93.3% | 0.01% | +125.0% |
| SPOT | SPOTIFY TECHNOLOGY S A | $43,000 | -17.3% | 190 | 0.0% | 0.01% | -18.2% | |
| FDX | FEDEX CORP | $37,000 | -27.5% | 170 | 0.0% | 0.01% | -20.0% | |
| GTE | Buy | GRAN TIERRA ENERGY INC | $37,000 | +12.1% | 50,000 | +11.1% | 0.01% | +14.3% |
| PAGS | Buy | PAGSEGURO DIGITAL LTD | $35,000 | +84.2% | 686 | +98.8% | 0.01% | +100.0% |
| RL | Buy | RALPH LAUREN CORPcl a | $38,000 | +111.1% | 338 | +123.8% | 0.01% | +100.0% |
| FERG | New | FERGUSON PLC NEW | $38,000 | – | 272 | +100.0% | 0.01% | – |
| CL | Sell | COLGATE PALMOLIVE CO | $39,000 | -20.4% | 510 | -14.6% | 0.01% | -20.0% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $39,000 | +34.5% | 226 | +43.0% | 0.01% | +33.3% |
| RIO | New | RIO TINTO PLCsponsored adr | $36,000 | – | 545 | +100.0% | 0.01% | – |
| T | Sell | AT&T INC | $35,000 | -98.2% | 1,294 | -98.0% | 0.01% | -97.9% |
| OSK | Buy | OSHKOSH CORP | $36,000 | +227.3% | 353 | +301.1% | 0.01% | +300.0% |
| JOF | JAPAN SMALLER CAPITALIZATION | $35,000 | 0.0% | 3,900 | 0.0% | 0.01% | +14.3% | |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $31,000 | +47.6% | 270 | +56.1% | 0.01% | +75.0% |
| AIA | ISHARES TRasia 50 etf | $34,000 | -12.8% | 430 | 0.0% | 0.01% | -12.5% | |
| NCNO | Buy | NCINO INC | $33,000 | +120.0% | 458 | +82.5% | 0.01% | +133.3% |
| BTI | BRITISH AMERN TOB PLCsponsored adr | $31,000 | -8.8% | 870 | 0.0% | 0.01% | 0.0% | |
| FXC | Sell | INVESCO CURRENCYSHARES CDN D | $32,000 | -99.1% | 415 | -99.1% | 0.01% | -99.0% |
| CDAY | Buy | CERIDIAN HCM HLDG INC | $34,000 | +36.0% | 302 | +15.3% | 0.01% | +40.0% |
| LUMN | New | LUMEN TECHNOLOGIES INC | $31,000 | – | 2,500 | +100.0% | 0.01% | – |
| BMBL | Buy | BUMBLE INC | $34,000 | +88.9% | 680 | +120.8% | 0.01% | +75.0% |
| ARI | New | APOLLO COML REAL EST FIN INC | $32,000 | – | 2,147 | +100.0% | 0.01% | – |
| PPG | Buy | PPG INDS INC | $32,000 | +255.6% | 222 | +311.1% | 0.01% | +250.0% |
| CVX | CHEVRON CORP NEW | $31,000 | -3.1% | 306 | 0.0% | 0.01% | 0.0% | |
| RBLX | ROBLOX CORPcl a | $32,000 | -17.9% | 430 | 0.0% | 0.01% | -12.5% | |
| TNL | Buy | TRAVEL PLUS LEISURE CO | $33,000 | +120.0% | 606 | +140.5% | 0.01% | +133.3% |
| AMTB | AMERANT BANCORP INCcl a | $33,000 | +17.9% | 1,319 | 0.0% | 0.01% | +16.7% | |
| PLUG | Buy | PLUG POWER INC | $33,000 | +120.0% | 1,280 | +185.1% | 0.01% | +133.3% |
| BIIB | Buy | BIOGEN INC | $34,000 | +61.9% | 120 | +96.7% | 0.01% | +75.0% |
| MDIV | New | FIRST TR EXCHANGE-TRADED FDmulti asset di | $33,000 | – | 2,000 | +100.0% | 0.01% | – |
| NTRA | Buy | NATERA INC | $29,000 | +141.7% | 261 | +148.6% | 0.01% | +200.0% |
| HUBS | Buy | HUBSPOT INC | $26,000 | +52.9% | 39 | +34.5% | 0.01% | +100.0% |
| CRH | New | CRH PLCadr | $29,000 | – | 615 | +100.0% | 0.01% | – |
| ZI | Sell | ZOOMINFO TECHNOLOGIES INC | $29,000 | -86.9% | 479 | -88.7% | 0.01% | -86.7% |
| CYBR | New | CYBERARK SOFTWARE LTD | $26,000 | – | 162 | +100.0% | 0.01% | – |
| BBVA | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $28,000 | +3.7% | 4,282 | 0.0% | 0.01% | +20.0% | |
| ORCL | ORACLE CORP | $30,000 | +11.1% | 346 | 0.0% | 0.01% | +20.0% | |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $30,000 | +3.4% | 480 | +500.0% | 0.01% | 0.0% |
| CSCO | Buy | CISCO SYS INC | $28,000 | +154.5% | 517 | +143.9% | 0.01% | +200.0% |
| PATH | New | UIPATH INCcl a | $28,000 | – | 536 | +100.0% | 0.01% | – |
| BLK | BLACKROCK INC | $26,000 | -3.7% | 31 | 0.0% | 0.01% | +20.0% | |
| BBCA | New | J P MORGAN EXCHANGE-TRADED Fbetabuilders cda | $30,000 | – | 474 | +100.0% | 0.01% | – |
| INTC | INTEL CORP | $27,000 | -3.6% | 500 | 0.0% | 0.01% | 0.0% | |
| EDUT | GLOBAL X FDSeducation etf | $30,000 | -23.1% | 2,710 | 0.0% | 0.01% | -25.0% | |
| PFE | PFIZER INC | $28,000 | +7.7% | 659 | 0.0% | 0.01% | +20.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $28,000 | +12.0% | 400 | 0.0% | 0.01% | +20.0% | |
| NRO | New | NEUBERGER BERMAN REAL ESTATE | $27,000 | – | 5,700 | +100.0% | 0.01% | – |
| FXA | Sell | INVESCO CURRENCYSHARES AUSTRaustralian dol | $30,000 | -99.1% | 415 | -99.1% | 0.01% | -99.1% |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $27,000 | – | 113 | +100.0% | 0.01% | – |
| HUM | Sell | HUMANA INC | $30,000 | -55.2% | 77 | -49.0% | 0.01% | -57.1% |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $25,000 | +66.7% | 1,200 | +71.4% | 0.01% | +66.7% |
| IBKR | INTERACTIVE BROKERS GROUP IN | $25,000 | -3.8% | 400 | 0.0% | 0.01% | 0.0% | |
| TEF | Buy | TELEFONICA S Asponsored adr | $24,000 | +9.1% | 5,015 | +5.0% | 0.01% | +25.0% |
| SKLZ | SKILLZ INC | $22,000 | -54.2% | 2,200 | 0.0% | 0.01% | -50.0% | |
| CNC | Sell | CENTENE CORP DEL | $25,000 | -50.0% | 400 | -41.4% | 0.01% | -50.0% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $23,000 | -58.9% | 527 | -60.0% | 0.01% | -54.5% |
| SQM | Sell | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $21,000 | -12.5% | 400 | -20.0% | 0.01% | 0.0% |
| SYK | Sell | STRYKER CORPORATION | $21,000 | -55.3% | 81 | -55.5% | 0.01% | -50.0% |
| NTCO | NATURA &CO HLDG S Aads | $21,000 | -27.6% | 1,260 | 0.0% | 0.01% | -16.7% | |
| ENPH | Sell | ENPHASE ENERGY INC | $25,000 | -19.4% | 164 | -3.0% | 0.01% | -16.7% |
| ITUB | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $21,000 | -12.5% | 4,000 | 0.0% | 0.01% | 0.0% | |
| BP | Sell | BP PLCsponsored adr | $22,000 | -99.4% | 790 | -99.4% | 0.01% | -99.3% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $25,000 | -46.8% | 224 | -50.4% | 0.01% | -50.0% |
| New | LIGHTSPEED COMMERCE INC | $25,000 | – | 261 | +100.0% | 0.01% | – | |
| SPGI | S&P GLOBAL INC | $23,000 | +4.5% | 53 | 0.0% | 0.01% | +25.0% | |
| TCPC | New | BLACKROCK TCP CAPITAL CORP | $22,000 | – | 1,650 | +100.0% | 0.01% | – |
| OIH | VANECK ETF TRUSToil services etf | $22,000 | -8.3% | 110 | 0.0% | 0.01% | 0.0% | |
| SCM | New | STELLUS CAP INVT CORP | $25,000 | – | 1,900 | +100.0% | 0.01% | – |
| DHI | Buy | D R HORTON INC | $23,000 | +109.1% | 278 | +135.6% | 0.01% | +150.0% |
| USMV | ISHARES TRmsci usa min vol | $22,000 | 0.0% | 300 | 0.0% | 0.01% | +25.0% | |
| LIN | LINDE PLC | $22,000 | 0.0% | 76 | 0.0% | 0.01% | +25.0% | |
| BDX | Buy | BECTON DICKINSON & CO | $24,000 | +50.0% | 98 | +53.1% | 0.01% | +66.7% |
| BBAX | New | J P MORGAN EXCHANGE-TRADED Fbetabuilders dev | $23,000 | – | 430 | +100.0% | 0.01% | – |
| XPEV | XPENG INCads | $21,000 | -22.2% | 600 | 0.0% | 0.01% | 0.0% | |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $22,000 | -61.4% | 121 | -57.1% | 0.01% | -58.3% |
| SRPT | Sell | SAREPTA THERAPEUTICS INC | $18,000 | -45.5% | 190 | -55.0% | 0.00% | -42.9% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $19,000 | +111.1% | 234 | +127.2% | 0.00% | +100.0% |
| INTU | INTUIT | $20,000 | +11.1% | 37 | 0.0% | 0.00% | 0.0% | |
| ISRG | Sell | INTUITIVE SURGICAL INC | $20,000 | -33.3% | 20 | -39.4% | 0.00% | -33.3% |
| MCO | MOODYS CORP | $17,000 | 0.0% | 47 | 0.0% | 0.00% | +33.3% | |
| PBE | New | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $18,000 | – | 235 | +100.0% | 0.00% | – |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $20,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC | $17,000 | -56.4% | 173 | -57.2% | 0.00% | -50.0% |
| SNY | Sell | SANOFIsponsored adr | $17,000 | -65.3% | 343 | -63.0% | 0.00% | -60.0% |
| ODFL | OLD DOMINION FREIGHT LINE IN | $19,000 | +11.8% | 68 | 0.0% | 0.00% | +33.3% | |
| SIVB | SVB FINANCIAL GROUP | $17,000 | +13.3% | 27 | 0.0% | 0.00% | +33.3% | |
| ARCO | Buy | ARCOS DORADOS HOLDINGS INC | $18,000 | -14.3% | 3,596 | +1.4% | 0.00% | 0.0% |
| ETN | Buy | EATON CORP PLC | $18,000 | +28.6% | 120 | +30.4% | 0.00% | +33.3% |
| XOP | SPDR SER TRs&p oilgas exp | $20,000 | 0.0% | 208 | 0.0% | 0.00% | 0.0% | |
| TBT | PROSHARES TR | $18,000 | -5.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $17,000 | +6.2% | 158 | 0.0% | 0.00% | +33.3% | |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $18,000 | +200.0% | 75 | +200.0% | 0.00% | +300.0% |
| AMGN | AMGEN INC | $19,000 | -9.5% | 87 | 0.0% | 0.00% | 0.0% | |
| GSAH | GS ACQUISITION HLDGS CORP II | $18,000 | -5.3% | 1,800 | 0.0% | 0.00% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $17,000 | -10.5% | 92 | 0.0% | 0.00% | 0.0% | |
| BIGC | Sell | BIGCOMMERCE HLDGS INC | $17,000 | -86.8% | 330 | -83.3% | 0.00% | -84.6% |
| KSU | Sell | KANSAS CITY SOUTHERN | $17,000 | -10.5% | 63 | -7.4% | 0.00% | 0.0% |
| BILI | New | BILIBILI INCspons ads rep z | $17,000 | – | 250 | +100.0% | 0.00% | – |
| CMA | Sell | COMERICA INC | $18,000 | +12.5% | 222 | -2.6% | 0.00% | +33.3% |
| LADR | LADDER CAP CORPcl a | $19,000 | -5.0% | 1,750 | 0.0% | 0.00% | 0.0% | |
| TGT | TARGET CORP | $18,000 | -5.3% | 80 | 0.0% | 0.00% | 0.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $12,000 | 0.0% | 62 | 0.0% | 0.00% | +50.0% | |
| COP | CONOCOPHILLIPS | $12,000 | +9.1% | 182 | 0.0% | 0.00% | +50.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $12,000 | -7.7% | 205 | 0.0% | 0.00% | 0.0% | |
| F | Buy | FORD MTR CO DEL | $15,000 | +200.0% | 1,042 | +223.6% | 0.00% | +200.0% |
| BA | Sell | BOEING CO | $13,000 | -96.5% | 60 | -96.2% | 0.00% | -96.1% |
| AMT | AMERICAN TOWER CORP NEW | $16,000 | -5.9% | 62 | 0.0% | 0.00% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW | $14,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $16,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
| DXJ | New | WISDOMTREE TRjapn hedge eqt | $13,000 | – | 210 | +100.0% | 0.00% | – |
| KNSL | Buy | KINSALE CAP GROUP INC | $16,000 | +6.7% | 100 | +7.5% | 0.00% | 0.0% |
| SYY | SYSCO CORP | $15,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% | |
| PLD | PROLOGIS INC. | $16,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| QCOM | QUALCOMM INC | $15,000 | -11.8% | 116 | 0.0% | 0.00% | 0.0% | |
| MO | ALTRIA GROUP INC | $12,000 | -7.7% | 266 | 0.0% | 0.00% | 0.0% | |
| BIDU | Sell | BAIDU INCspon adr rep a | $15,000 | -28.6% | 100 | -3.8% | 0.00% | -25.0% |
| DD | DUPONT DE NEMOURS INC | $16,000 | -15.8% | 242 | 0.0% | 0.00% | -25.0% | |
| SHY | New | ISHARES TR1 3 yr treas bd | $13,000 | – | 147 | +100.0% | 0.00% | – |
| GILD | Sell | GILEAD SCIENCES INC | $13,000 | -51.9% | 184 | -53.5% | 0.00% | -40.0% |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $13,000 | – | 500 | +100.0% | 0.00% | – |
| PAM | PAMPA ENERGIA S Aspons adr lvl i | $15,000 | +15.4% | 840 | 0.0% | 0.00% | 0.0% | |
| CAT | CATERPILLAR INC | $15,000 | -11.8% | 78 | 0.0% | 0.00% | 0.0% | |
| CVS | CVS HEALTH CORP | $16,000 | +6.7% | 184 | 0.0% | 0.00% | 0.0% | |
| EWL | ISHARES INCmsci switzerland | $16,000 | 0.0% | 335 | 0.0% | 0.00% | 0.0% | |
| ALL | ALLSTATE CORP | $12,000 | 0.0% | 92 | 0.0% | 0.00% | +50.0% | |
| DVN | DEVON ENERGY CORP NEW | $12,000 | +20.0% | 330 | 0.0% | 0.00% | +50.0% | |
| LMT | LOCKHEED MARTIN CORP | $14,000 | -12.5% | 42 | 0.0% | 0.00% | 0.0% | |
| IQV | Sell | IQVIA HLDGS INC | $13,000 | -61.8% | 54 | -61.7% | 0.00% | -57.1% |
| LOW | Buy | LOWES COS INC | $14,000 | +7.7% | 69 | +3.0% | 0.00% | 0.0% |
| SO | SOUTHERN CO | $16,000 | 0.0% | 266 | 0.0% | 0.00% | 0.0% | |
| BBD | BANCO BRADESCO S Asp adr pfd new | $13,000 | -23.5% | 3,300 | 0.0% | 0.00% | 0.0% | |
| CFG | Sell | CITIZENS FINL GROUP INC | $16,000 | 0.0% | 348 | -0.3% | 0.00% | 0.0% |
| NMFC | New | NEW MTN FIN CORP | $15,000 | – | 1,100 | +100.0% | 0.00% | – |
| DOCU | Sell | DOCUSIGN INC | $12,000 | -40.0% | 47 | -32.9% | 0.00% | -25.0% |
| MRO | MARATHON OIL CORP | $15,000 | 0.0% | 1,094 | 0.0% | 0.00% | 0.0% | |
| GPS | GAP INC | $13,000 | -35.0% | 594 | 0.0% | 0.00% | -25.0% | |
| RCL | Sell | ROYAL CARIBBEAN GROUP | $13,000 | -98.8% | 151 | -98.8% | 0.00% | -98.7% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $16,000 | +45.5% | 202 | +69.7% | 0.00% | +50.0% |
| ILMN | Sell | ILLUMINA INC | $13,000 | -64.9% | 31 | -60.8% | 0.00% | -62.5% |
| IEFA | New | ISHARES TRcore msci eafe | $15,000 | – | 201 | +100.0% | 0.00% | – |
| COO | Sell | COOPER COS INC | $12,000 | -55.6% | 30 | -55.2% | 0.00% | -40.0% |
| ASND | Sell | ASCENDIS PHARMA A/Ssponsored adr | $14,000 | -50.0% | 88 | -58.3% | 0.00% | -50.0% |
| ANTM | Sell | ANTHEM INC | $16,000 | -56.8% | 43 | -56.1% | 0.00% | -62.5% |
| EXPD | EXPEDITORS INTL WASH INC | $14,000 | -6.7% | 119 | 0.0% | 0.00% | 0.0% | |
| ATHM | New | AUTOHOME INCsp ads rp cl a | $9,000 | – | 200 | +100.0% | 0.00% | – |
| AZO | AUTOZONE INC | $7,000 | +16.7% | 4 | 0.0% | 0.00% | +100.0% | |
| FCX | FREEPORT-MCMORAN INCcl b | $10,000 | -9.1% | 296 | 0.0% | 0.00% | 0.0% | |
| FUBO | FUBOTV INC | $9,000 | -25.0% | 360 | 0.0% | 0.00% | 0.0% | |
| QS | QUANTUMSCAPE CORP | $8,000 | -20.0% | 330 | 0.0% | 0.00% | 0.0% | |
| FRC | FIRST REP BK SAN FRANCISCO C | $11,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| GMED | Sell | GLOBUS MED INCcl a | $7,000 | -66.7% | 94 | -64.7% | 0.00% | -50.0% |
| GGAL | GRUPO FINANCIERO GALICIA S.Asponsored adr | $8,000 | +14.3% | 835 | 0.0% | 0.00% | +100.0% | |
| BKR | Sell | BAKER HUGHES COMPANYcl a | $8,000 | -27.3% | 315 | -34.4% | 0.00% | 0.0% |
| CPA | Buy | COPA HOLDINGS SAcl a | $8,000 | +100.0% | 100 | +78.6% | 0.00% | +100.0% |
| FRT | FEDERAL RLTY INVT TRsh ben int new | $9,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| FAST | FASTENAL CO | $7,000 | 0.0% | 130 | 0.0% | 0.00% | +100.0% | |
| BK | BANK NEW YORK MELLON CORP | $8,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| STE | Sell | STERIS PLC | $8,000 | -60.0% | 38 | -60.4% | 0.00% | -50.0% |
| BZUN | New | BAOZUN INCsponsored adr | $11,000 | – | 600 | +100.0% | 0.00% | – |
| EXPE | EXPEDIA GROUP INC | $7,000 | 0.0% | 45 | 0.0% | 0.00% | +100.0% | |
| ARGX | Sell | ARGENX SEsponsored adr | $9,000 | -60.9% | 30 | -60.0% | 0.00% | -60.0% |
| EQIX | EQUINIX INC | $8,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| IMMP | IMMUTEP LTDsponsored ads | $10,000 | 0.0% | 2,500 | 0.0% | 0.00% | 0.0% | |
| ELAN | Sell | ELANCO ANIMAL HEALTH INC | $8,000 | -65.2% | 258 | -60.4% | 0.00% | -60.0% |
| JAZZ | Sell | JAZZ PHARMACEUTICALS PLC | $7,000 | -69.6% | 56 | -57.6% | 0.00% | -60.0% |
| INSM | Sell | INSMED INC | $10,000 | -61.5% | 367 | -60.0% | 0.00% | -60.0% |
| PODD | New | INSULET CORP | $7,000 | – | 24 | +100.0% | 0.00% | – |
| EOG | EOG RES INC | $11,000 | -8.3% | 140 | 0.0% | 0.00% | 0.0% | |
| DG | DOLLAR GEN CORP NEW | $7,000 | 0.0% | 32 | 0.0% | 0.00% | +100.0% | |
| ERX | DIREXION SHS ETF TRdly enrgy bull2x | $10,000 | -9.1% | 400 | 0.0% | 0.00% | 0.0% | |
| XRAY | Sell | DENTSPLY SIRONA INC | $8,000 | -68.0% | 145 | -63.2% | 0.00% | -60.0% |
| DAL | Sell | DELTA AIR LINES INC DEL | $9,000 | -99.2% | 200 | -99.2% | 0.00% | -99.1% |
| DVA | DAVITA INC | $8,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| DBEU | New | DBX ETF TRxtrack msci eurp | $7,000 | – | 210 | +100.0% | 0.00% | – |
| ARKQ | New | ARK ETF TRautnmus technlgy | $11,000 | – | 147 | +100.0% | 0.00% | – |
| WMB | WILLIAMS COS INC | $9,000 | -10.0% | 366 | 0.0% | 0.00% | 0.0% | |
| WEX | New | WEX INC | $9,000 | – | 52 | +100.0% | 0.00% | – |
| WFG | WEST FRASER TIMBER CO LTD | $7,000 | +16.7% | 87 | 0.0% | 0.00% | +100.0% | |
| WM | WASTE MGMT INC DEL | $8,000 | +14.3% | 53 | 0.0% | 0.00% | +100.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $7,000 | -12.5% | 143 | 0.0% | 0.00% | 0.0% | |
| AME | AMETEK INC | $7,000 | -12.5% | 59 | 0.0% | 0.00% | 0.0% | |
| VIAC | VIACOMCBS INCcl b | $10,000 | -16.7% | 258 | 0.0% | 0.00% | 0.0% | |
| ABC | AMERISOURCEBERGEN CORP | $8,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $8,000 | – | 80 | +100.0% | 0.00% | – |
| VGT | VANGUARD WORLD FDSinf tech etf | $8,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| UNM | UNUM GROUP | $8,000 | -11.1% | 316 | 0.0% | 0.00% | 0.0% | |
| URI | UNITED RENTALS INC | $9,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| BBY | BEST BUY INC | $7,000 | -12.5% | 66 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED AIRLS HLDGS INC | $8,000 | -11.1% | 173 | 0.0% | 0.00% | 0.0% | |
| KLAC | KLA CORP | $7,000 | +16.7% | 20 | 0.0% | 0.00% | +100.0% | |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $9,000 | -62.5% | 116 | -60.4% | 0.00% | -60.0% |
| LHX | L3HARRIS TECHNOLOGIES INC | $8,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| FVRR | FIVERR INTL LTD | $9,000 | -25.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ZION | ZIONS BANCORPORATION N A | $7,000 | +16.7% | 119 | 0.0% | 0.00% | +100.0% | |
| BLDE | New | BLADE AIR MOBILITY INC | $10,000 | – | 1,000 | +100.0% | 0.00% | – |
| TFX | Sell | TELEFLEX INCORPORATED | $11,000 | -75.0% | 29 | -73.4% | 0.00% | -77.8% |
| MTB | M & T BK CORP | $8,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| MSCI | MSCI INC | $7,000 | +16.7% | 12 | 0.0% | 0.00% | +100.0% | |
| AXP | AMERICAN EXPRESS CO | $10,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| BLNK | BLINK CHARGING CO | $11,000 | -26.7% | 375 | 0.0% | 0.00% | -33.3% | |
| TJX | TJX COS INC NEW | $9,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC | $7,000 | 0.0% | 3 | 0.0% | 0.00% | +100.0% | |
| MCK | MCKESSON CORP | $11,000 | +10.0% | 53 | 0.0% | 0.00% | 0.0% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $10,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| New | SOMALOGIC INC*w exp 03/01/202 | $8,000 | – | 2,200 | +100.0% | 0.00% | – | |
| SOFI | SOFI TECHNOLOGIES INC | $8,000 | -20.0% | 500 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $9,000 | +12.5% | 38 | 0.0% | 0.00% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $8,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| NOW | SERVICENOW INC | $11,000 | +10.0% | 18 | 0.0% | 0.00% | 0.0% | |
| XLRN | Sell | ACCELERON PHARMA INC | $8,000 | -50.0% | 47 | -63.8% | 0.00% | -33.3% |
| SRE | SEMPRA | $7,000 | -12.5% | 57 | 0.0% | 0.00% | 0.0% | |
| ABCL | ABCELLERA BIOLOGICS INC | $8,000 | -11.1% | 415 | 0.0% | 0.00% | 0.0% | |
| NEM | NEWMONT CORP | $7,000 | -22.2% | 136 | 0.0% | 0.00% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP | $10,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $7,000 | 0.0% | 226 | 0.0% | 0.00% | +100.0% | |
| NOC | NORTHROP GRUMMAN CORP | $10,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| CI | Buy | CIGNA CORP NEW | $9,000 | +50.0% | 45 | +73.1% | 0.00% | +100.0% |
| OPEN | OPENDOOR TECHNOLOGIES INC | $7,000 | +16.7% | 360 | 0.0% | 0.00% | +100.0% | |
| ROP | ROPER TECHNOLOGIES INC | $11,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| CTLT | Sell | CATALENT INC | $8,000 | -55.6% | 62 | -63.5% | 0.00% | -50.0% |
| AON | AON PLC | $9,000 | +12.5% | 33 | 0.0% | 0.00% | 0.0% | |
| COF | CAPITAL ONE FINL CORP | $7,000 | 0.0% | 43 | 0.0% | 0.00% | +100.0% | |
| RMD | RESMED INC | $9,000 | +12.5% | 33 | 0.0% | 0.00% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC | $11,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| RF | REGIONS FINANCIAL CORP NEW | $9,000 | 0.0% | 433 | 0.0% | 0.00% | 0.0% | |
| BHVN | Sell | BIOHAVEN PHARMACTL HLDG CO L | $8,000 | -46.7% | 56 | -63.2% | 0.00% | -33.3% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $10,000 | -60.0% | 16 | -63.6% | 0.00% | -60.0% |
| ACB | AURORA CANNABIS INC | $9,000 | -25.0% | 1,300 | 0.0% | 0.00% | 0.0% | |
| BCYC | Sell | BICYCLE THERAPEUTICS PLCsponsored ads | $5,000 | -58.3% | 120 | -69.8% | 0.00% | -50.0% |
| ACAD | Sell | ACADIA PHARMACEUTICALS INC | $3,000 | -66.7% | 162 | -55.2% | 0.00% | -50.0% |
| ACCD | Sell | ACCOLADE INC | $3,000 | -72.7% | 82 | -60.0% | 0.00% | -50.0% |
| AAP | ADVANCE AUTO PARTS INC | $6,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| A | AGILENT TECHNOLOGIES INC | $5,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| AKRO | Sell | AKERO THERAPEUTICS INC | $5,000 | -61.5% | 211 | -60.4% | 0.00% | -66.7% |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| ALGS | Sell | ALIGOS THERAPEUTICS INC | $3,000 | -50.0% | 194 | -38.8% | 0.00% | 0.0% |
| ALLK | Sell | ALLAKOS INC | $6,000 | -45.5% | 59 | -53.2% | 0.00% | -50.0% |
| ADS | ALLIANCE DATA SYSTEMS CORP | $5,000 | -16.7% | 53 | 0.0% | 0.00% | 0.0% | |
| AEE | AMEREN CORP | $4,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $6,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC | $6,000 | +20.0% | 111 | 0.0% | 0.00% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $4,000 | +33.3% | 22 | 0.0% | 0.00% | 0.0% | |
| AMP | AMERIPRISE FINL INC | $4,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| FOLD | Sell | AMICUS THERAPEUTICS INC | $5,000 | -37.5% | 482 | -43.8% | 0.00% | -50.0% |
| ANSS | ANSYS INC | $4,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $5,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| ARNA | New | ARENA PHARMACEUTICALS INC | $5,000 | – | 76 | +100.0% | 0.00% | – |
| AVB | AVALONBAY CMNTYS INC | $5,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| AVPT | New | AVEPOINT INC | $4,000 | – | 500 | +100.0% | 0.00% | – |
| BLL | BALL CORP | $4,000 | +33.3% | 40 | 0.0% | 0.00% | 0.0% | |
| BAX | Sell | BAXTER INTL INC | $6,000 | -64.7% | 74 | -65.4% | 0.00% | -66.7% |
| WRB | BERKLEY W R CORP | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| ALXO | Sell | ALX ONCOLOGY HLDGS INC | $4,000 | -60.0% | 60 | -66.3% | 0.00% | -50.0% |
| BMEA | New | BIOMEA FUSION INC | $4,000 | – | 319 | +100.0% | 0.00% | – |
| BCAB | Sell | BIOATLA INC | $3,000 | -66.7% | 110 | -49.3% | 0.00% | -50.0% |
| BBIO | Sell | BRIDGEBIO PHARMA INC | $3,000 | -75.0% | 68 | -66.5% | 0.00% | -50.0% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| BFB | BROWN FORMAN CORPcl b | $3,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| CSX | Buy | CSX CORP | $4,000 | 0.0% | 129 | +200.0% | 0.00% | 0.0% |
| CDNS | CADENCE DESIGN SYSTEM INC | $6,000 | +20.0% | 40 | 0.0% | 0.00% | 0.0% | |
| CRDF | Sell | CARDIFF ONCOLOGY INC | $3,000 | -40.0% | 429 | -47.0% | 0.00% | 0.0% |
| CAH | CARDINAL HEALTH INC | $4,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $6,000 | +20.0% | 112 | 0.0% | 0.00% | 0.0% | |
| CE | CELANESE CORP DEL | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| CNTA | New | CENTESSA PHARMACEUTICALS PLCsponsored ads | $3,000 | – | 160 | +100.0% | 0.00% | – |
| CERN | CERNER CORP | $4,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| CHD | CHURCH & DWIGHT INC | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| COLL | Sell | COLLEGIUM PHARMACEUTICAL INC | $4,000 | -69.2% | 211 | -60.3% | 0.00% | -66.7% |
| CAG | CONAGRA BRANDS INC | $4,000 | -20.0% | 132 | 0.0% | 0.00% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $5,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $3,000 | -25.0% | 15 | 0.0% | 0.00% | 0.0% | |
| CPRT | COPART INC | $5,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| GLW | CORNING INC | $5,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC | $3,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| CMI | CUMMINS INC | $5,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $4,000 | -20.0% | 31 | 0.0% | 0.00% | 0.0% | |
| DLTR | DOLLAR TREE INC | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| D | DOMINION ENERGY INC | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| DOW | DOW INC | $5,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $4,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC | $6,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| ETR | ENTERGY CORP NEW | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| EFX | EQUIFAX INC | $5,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| EQR | EQUITY RESIDENTIALsh ben int | $6,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
| ESS | ESSEX PPTY TR INC | $6,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| ETSY | ETSY INC | $3,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $4,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $4,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| FATE | Sell | FATE THERAPEUTICS INC | $3,000 | -70.0% | 48 | -60.0% | 0.00% | -50.0% |
| FFIV | F5 NETWORKS INC | $5,000 | +25.0% | 23 | 0.0% | 0.00% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $6,000 | -14.3% | 50 | 0.0% | 0.00% | 0.0% | |
| FISV | FISERV INC | $5,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| FTNT | FORTINET INC | $6,000 | +20.0% | 21 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| FDMT | Sell | 4D MOLECULAR THERAPEUTICS IN | $4,000 | -55.6% | 145 | -59.8% | 0.00% | -50.0% |
| BEN | FRANKLIN RESOURCES INC | $6,000 | -14.3% | 210 | 0.0% | 0.00% | 0.0% | |
| GPC | GENUINE PARTS CO | $4,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| GBT | Sell | GLOBAL BLOOD THERAPEUTICS IN | $4,000 | -69.2% | 145 | -60.4% | 0.00% | -66.7% |
| GL | GLOBE LIFE INC | $6,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| GRWG | Buy | GROWGENERATION CORP | $4,000 | +100.0% | 150 | +200.0% | 0.00% | – |
| HCA | HCA HEALTHCARE INC | $5,000 | +25.0% | 21 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $3,000 | -25.0% | 80 | 0.0% | 0.00% | 0.0% | |
| HRMY | Sell | HARMONY BIOSCIENCES HLDGS IN | $4,000 | -50.0% | 107 | -63.4% | 0.00% | -50.0% |
| HCAT | Sell | HEALTH CATALYST INC | $5,000 | -61.5% | 96 | -60.2% | 0.00% | -66.7% |
| HSY | HERSHEY CO | $3,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4,000 | -20.0% | 310 | 0.0% | 0.00% | 0.0% | |
| HFC | HOLLYFRONTIER CORP | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
| HST | HOST HOTELS & RESORTS INC | $5,000 | 0.0% | 282 | 0.0% | 0.00% | 0.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $3,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| HY | New | HYSTER YALE MATLS HANDLING Icl a | $4,000 | – | 70 | +100.0% | 0.00% | – |
| ICUI | Sell | ICU MED INC | $5,000 | -58.3% | 20 | -64.3% | 0.00% | -50.0% |
| IDXX | IDEXX LABS INC | $6,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $4,000 | -20.0% | 76 | 0.0% | 0.00% | 0.0% | |
| J | JACOBS ENGR GROUP INC | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| JANX | New | JANUX THERAPEUTICS INC | $3,000 | – | 124 | +100.0% | 0.00% | – |
| JNPR | JUNIPER NETWORKS INC | $5,000 | 0.0% | 188 | 0.0% | 0.00% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $4,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| KMB | KIMBERLY-CLARK CORP | $6,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| KIM | KIMCO RLTY CORP | $4,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% | |
| KOD | Sell | KODIAK SCIENCES INC | $3,000 | -57.1% | 30 | -60.0% | 0.00% | 0.0% |
| KR | KROGER CO | $4,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% | |
| LEG | LEGGETT & PLATT INC | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| LFST | New | LIFESTANCE HEALTH GROUP INC | $4,000 | – | 258 | +100.0% | 0.00% | – |
| LNC | LINCOLN NATL CORP IND | $4,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| LYV | LIVE NATION ENTERTAINMENT IN | $4,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $3,000 | 0.0% | 1,200 | 0.0% | 0.00% | 0.0% | |
| MLM | MARTIN MARIETTA MATLS INC | $4,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| MAS | MASCO CORP | $6,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| MKC | MCCORMICK & CO INC | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $3,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| MAA | MID-AMER APT CMNTYS INC | $4,000 | +33.3% | 19 | 0.0% | 0.00% | 0.0% | |
| MRTX | Sell | MIRATI THERAPEUTICS INC | $4,000 | -63.6% | 24 | -65.7% | 0.00% | -50.0% |
| MNST | MONSTER BEVERAGE CORP NEW | $3,000 | -25.0% | 39 | 0.0% | 0.00% | 0.0% | |
| NRG | NRG ENERGY INC | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| NDAQ | NASDAQ INC | $6,000 | +20.0% | 29 | 0.0% | 0.00% | 0.0% | |
| NEO | Sell | NEOGENOMICS INC | $5,000 | -58.3% | 104 | -60.6% | 0.00% | -50.0% |
| NTAP | NETAPP INC | $4,000 | +33.3% | 41 | 0.0% | 0.00% | 0.0% | |
| NKLA | NIKOLA CORP | $3,000 | -40.0% | 260 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $5,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| NSC | NORFOLK SOUTHN CORP | $3,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| NUE | NUCOR CORP | $5,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| OLMA | Sell | OLEMA PHARMACEUTICALS INC | $3,000 | -66.7% | 126 | -60.1% | 0.00% | -50.0% |
| OKE | ONEOK INC NEW | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
| PTCT | Sell | PTC THERAPEUTICS INC | $4,000 | -66.7% | 116 | -60.1% | 0.00% | -50.0% |
| PCAR | PACCAR INC | $4,000 | -20.0% | 52 | 0.0% | 0.00% | 0.0% | |
| PH | PARKER-HANNIFIN CORP | $6,000 | -14.3% | 23 | 0.0% | 0.00% | 0.0% | |
| PSTH | New | PERSHING SQUARE TONTINE HLDG | $4,000 | – | 200 | +100.0% | 0.00% | – |
| PHAT | Sell | PHATHOM PHARMACEUTICALS INC | $4,000 | -60.0% | 114 | -60.4% | 0.00% | -50.0% |
| PRAX | Sell | PRAXIS PRECISION MEDICINES I | $5,000 | -58.3% | 257 | -60.0% | 0.00% | -50.0% |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| QRVO | QORVO INC | $5,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| DGX | Sell | QUEST DIAGNOSTICS INC | $5,000 | -61.5% | 34 | -66.3% | 0.00% | -66.7% |
| RSG | REPUBLIC SVCS INC | $6,000 | +20.0% | 47 | 0.0% | 0.00% | 0.0% | |
| RYTM | Sell | RHYTHM PHARMACEUTICALS INC | $3,000 | -72.7% | 213 | -60.4% | 0.00% | -50.0% |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $4,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| JNK | SPDR SER TRbloomberg brclys | $4,000 | -20.0% | 41 | 0.0% | 0.00% | 0.0% | |
| SAGE | Sell | SAGE THERAPEUTICS INC | $3,000 | -66.7% | 60 | -60.3% | 0.00% | -50.0% |
| SE | New | SEA LTDsponsord ads | $3,000 | – | 8 | +100.0% | 0.00% | – |
| SEE | SEALED AIR CORP NEW | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| MCRB | Buy | SERES THERAPEUTICS INC | $5,000 | -61.5% | 748 | +41.4% | 0.00% | -66.7% |
| SILK | Sell | SILK RD MED INC | $4,000 | -55.6% | 73 | -60.5% | 0.00% | -50.0% |
| SHC | Sell | SOTERA HEALTH CO | $3,000 | -62.5% | 114 | -64.4% | 0.00% | -50.0% |
| STT | STATE STR CORP | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| SNPS | SYNOPSYS INC | $6,000 | 0.0% | 20 | 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 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| TAK | Sell | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $5,000 | -64.3% | 277 | -67.5% | 0.00% | -66.7% |
| TNDM | Sell | TANDEM DIABETES CARE INC | $6,000 | -53.8% | 52 | -60.0% | 0.00% | -66.7% |
| TSCO | TRACTOR SUPPLY CO | $3,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| TDG | TRANSDIGM GROUP INC | $5,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| TVTX | Sell | TRAVERE THERAPEUTICS INC | $5,000 | -28.6% | 212 | -53.0% | 0.00% | 0.0% |
| TSN | Sell | TYSON FOODS INCcl a | $3,000 | -99.8% | 35 | -99.9% | 0.00% | -99.7% |
| USB | US BANCORP DEL | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC | $4,000 | +33.3% | 10 | 0.0% | 0.00% | 0.0% | |
| UAA | UNDER ARMOUR INCcl a | $3,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INCcl c | $3,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% | |
| VLO | VALERO ENERGY CORP | $5,000 | -16.7% | 75 | 0.0% | 0.00% | 0.0% | |
| VTR | VENTAS INC | $5,000 | -16.7% | 97 | 0.0% | 0.00% | 0.0% | |
| VSTM | New | VERASTEM INC | $6,000 | – | 2,000 | +100.0% | 0.00% | – |
| VRSK | VERISK ANALYTICS INC | $4,000 | +33.3% | 18 | 0.0% | 0.00% | 0.0% | |
| VMC | VULCAN MATLS CO | $5,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $5,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| WELL | WELLTOWER INC | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| WY | WEYERHAEUSER CO MTN BE | $4,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| XEL | XCEL ENERGY INC | $4,000 | 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 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| AMCR | AMCOR PLCord | $4,000 | 0.0% | 365 | 0.0% | 0.00% | 0.0% | |
| INFO | IHS MARKIT LTD | $5,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC | $4,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| MYOV | Sell | MYOVANT SCIENCES LTD | $6,000 | -64.7% | 288 | -60.4% | 0.00% | -66.7% |
| RPRX | Sell | ROYALTY PHARMA PLC | $6,000 | -62.5% | 154 | -60.1% | 0.00% | -66.7% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $5,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| CB | CHUBB LIMITED | $6,000 | +20.0% | 34 | 0.0% | 0.00% | 0.0% | |
| GRMN | GARMIN LTD | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| VNT | VONTIER CORPORATION | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| USO | Exit | UNITED STS OIL FD LPunits | $0 | – | -50 | -100.0% | 0.00% | – |
| KALV | Exit | KALVISTA PHARMACEUTICALS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| OGN | New | ORGANON & CO | $2,000 | – | 68 | +100.0% | 0.00% | – |
| KWEB | New | KRANESHARES TRcsi chi internet | $2,000 | – | 52 | +100.0% | 0.00% | – |
| NTLA | Sell | INTELLIA THERAPEUTICS INC | $2,000 | -60.0% | 17 | -43.3% | 0.00% | -100.0% |
| REZI | New | RESIDEO TECHNOLOGIES INC | $0 | – | 16 | +100.0% | 0.00% | – |
| IR | INGERSOLL RAND INC | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| PSA | PUBLIC STORAGE | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| INCY | INCYTE CORP | $1,000 | -50.0% | 21 | 0.0% | 0.00% | – | |
| HUYA | HUYA INC | $2,000 | -50.0% | 225 | 0.0% | 0.00% | -100.0% | |
| RCKT | Sell | ROCKET PHARMACEUTICALS INC | $2,000 | -71.4% | 60 | -60.8% | 0.00% | -100.0% |
| GGB | New | GERDAU SAspon adr rep pfd | $2,000 | – | 325 | +100.0% | 0.00% | – |
| FPXI | New | FIRST TR EXCHANGE TRADED FDintl equity opp | $0 | – | 0 | +100.0% | 0.00% | – |
| FPX | New | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $0 | – | 0 | +100.0% | 0.00% | – |
| ROST | ROSS STORES INC | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| SJM | SMUCKER J M CO | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| FSK | New | FS KKR CAP CORP | $0 | – | 0 | +100.0% | 0.00% | – |
| FMC | FMC CORP | $2,000 | -33.3% | 24 | 0.0% | 0.00% | -100.0% | |
| EPIX | Sell | ESSA PHARMA INC | $2,000 | -75.0% | 287 | -1.7% | 0.00% | -100.0% |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $2,000 | 0.0% | 230 | 0.0% | 0.00% | – | |
| PRVA | New | PRIVIA HEALTH GROUP INC | $2,000 | – | 88 | +100.0% | 0.00% | – |
| PPL | PPL CORP | $2,000 | 0.0% | 88 | 0.0% | 0.00% | – | |
| EIX | EDISON INTL | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| DIDI | New | DIDI GLOBAL INCsponsored ads | $2,000 | – | 269 | +100.0% | 0.00% | – |
| CLX | Sell | CLOROX CO DEL | $2,000 | -93.3% | 14 | -91.5% | 0.00% | -100.0% |
| CPB | CAMPBELL SOUP CO | $2,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
| BWA | BORGWARNER INC | $2,000 | -33.3% | 54 | 0.0% | 0.00% | -100.0% | |
| ARNC | ARCONIC CORPORATION | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| AKAM | AKAMAI TECHNOLOGIES INC | $2,000 | -33.3% | 22 | 0.0% | 0.00% | -100.0% | |
| ASIX | New | ADVANSIX INC | $0 | – | 4 | +100.0% | 0.00% | – |
| VRSN | VERISIGN INC | $2,000 | -33.3% | 12 | 0.0% | 0.00% | -100.0% | |
| Z | New | ZILLOW GROUP INCcl c cap stk | $0 | – | 5 | +100.0% | 0.00% | – |
| OLN | Exit | OLIN CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| FGEN | Exit | FIBROGEN INC | $0 | – | -245 | -100.0% | -0.00% | – |
| IRDM | Exit | IRIDIUM COMMUNICATIONS INC | $0 | – | -100 | -100.0% | -0.00% | – |
| CME | Exit | CME GROUP INC | $0 | – | -23 | -100.0% | -0.00% | – |
| ZIM | Exit | ZIM INTEGRATED SHIPPING SERV | $0 | – | -100 | -100.0% | -0.00% | – |
| FLS | Exit | FLOWSERVE CORP | $0 | – | -84 | -100.0% | -0.00% | – |
| ALXN | Exit | ALEXION PHARMACEUTICALS INC | $0 | – | -30 | -100.0% | -0.00% | – |
| MXIM | Exit | MAXIM INTEGRATED PRODS INC | $0 | – | -101 | -100.0% | -0.00% | – |
| ROKU | Exit | ROKU INC | $0 | – | -25 | -100.0% | -0.00% | – |
| TCOM | Exit | TRIP COM GROUP LTDads | $0 | – | -397 | -100.0% | -0.00% | – |
| DT | Exit | DYNATRACE INC | $0 | – | -228 | -100.0% | -0.00% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -500 | -100.0% | -0.00% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -1,000 | -100.0% | -0.01% | – |
| FSLY | Exit | FASTLY INCcl a | $0 | – | -500 | -100.0% | -0.01% | – |
| AMC | Exit | AMC ENTMT HLDGS INC | $0 | – | -500 | -100.0% | -0.01% | – |
| CCIV | Exit | CHURCHILL CAPITAL CORP IVcl a | $0 | – | -1,150 | -100.0% | -0.01% | – |
| EWU | Exit | ISHARES TRmsci uk etf new | $0 | – | -1,175 | -100.0% | -0.01% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -3,714 | -100.0% | -0.01% | – |
| HEZU | Exit | ISHARES TRcur hd eurzn etf | $0 | – | -2,044 | -100.0% | -0.02% | – |
| RNG | Exit | RINGCENTRAL INCcl a | $0 | – | -279 | -100.0% | -0.02% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -1,307 | -100.0% | -0.02% | – |
| WORK | Exit | SLACK TECHNOLOGIES INC | $0 | – | -2,000 | -100.0% | -0.02% | – |
| GDRX | Exit | GOODRX HLDGS INC | $0 | – | -3,000 | -100.0% | -0.02% | – |
| AVLR | Exit | AVALARA INC | $0 | – | -889 | -100.0% | -0.03% | – |
| CMIIU | Exit | CM LIFE SCIENCES II INCunit 02/25/2028 | $0 | – | -11,000 | -100.0% | -0.03% | – |
| APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -2,653 | -100.0% | -0.04% | – |
| AFRM | Exit | AFFIRM HLDGS INC | $0 | – | -2,712 | -100.0% | -0.04% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -7,980 | -100.0% | -0.05% | – |
| LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | -17,800 | -100.0% | -0.19% | – |
| CMLF | Exit | CM LIFE SCIENCES INC | $0 | – | -86,824 | -100.0% | -0.25% | – |
| BXP | Exit | BOSTON PROPERTIES INC | $0 | – | -11,684 | -100.0% | -0.27% | – |
| ACIC | Exit | ATLAS CREST INVT CORP | $0 | – | -233,000 | -100.0% | -0.47% | – |
| RSVAU | Exit | RODGERS SILICON VALLEY AQ COunit 11/30/2025 | $0 | – | -7,134,400 | -100.0% | -1.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-09
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.