$706 Million is the total value of Main Street Financial Solutions, LLC's 462 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 17.6% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $30,102,638 | -3.2% | 141,719 | +0.4% | 4.26% | +1.8% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $28,847,546 | -0.8% | 407,682 | +1.8% | 4.08% | +4.3% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $28,237,758 | -0.2% | 388,308 | +2.8% | 4.00% | +4.9% |
AAPL | Sell | APPLE INC | $20,445,115 | -26.6% | 119,415 | -16.8% | 2.89% | -22.8% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $17,579,863 | +60.0% | 41,124 | +65.9% | 2.49% | +68.3% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $17,417,100 | -16.9% | 344,211 | -14.0% | 2.46% | -12.7% |
AGG | Buy | ISHARES TRcore us aggbd et | $16,132,445 | -2.8% | 171,549 | +1.2% | 2.28% | +2.2% |
FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $15,931,179 | -2.1% | 365,730 | +2.1% | 2.26% | +2.9% |
TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $13,468,480 | -3.9% | 348,473 | +0.9% | 1.91% | +1.1% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $11,815,433 | -6.0% | 347,922 | -1.4% | 1.67% | -1.2% |
DLN | Buy | WISDOMTREE TRus largecap divd | $11,114,890 | -3.1% | 180,759 | +0.2% | 1.57% | +1.8% |
TSLA | Sell | TESLA INC | $10,838,548 | -7.1% | 43,316 | -2.8% | 1.53% | -2.3% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $9,827,471 | +6.6% | 63,248 | +11.4% | 1.39% | +12.1% |
IAGG | Sell | ISHARES TRcore intl aggr | $9,532,150 | -1.2% | 195,411 | -0.2% | 1.35% | +3.8% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $9,045,299 | -3.6% | 218,380 | +1.9% | 1.28% | +1.3% |
NVDA | Sell | NVIDIA CORPORATION | $8,757,234 | -3.0% | 20,132 | -5.6% | 1.24% | +2.1% |
DGRW | Sell | WISDOMTREE TRus qtly div grt | $8,630,405 | -8.9% | 135,933 | -4.3% | 1.22% | -4.2% |
XOM | Buy | EXXON MOBIL CORP | $8,086,533 | +12.1% | 68,775 | +2.3% | 1.14% | +17.9% |
Buy | CAPITAL GROUP GBL GROWTH EQT | $7,948,525 | +37.3% | 346,794 | +45.5% | 1.12% | +44.4% | |
IVV | Sell | ISHARES TRcore s&p500 etf | $7,708,217 | -5.3% | 17,950 | -1.7% | 1.09% | -0.5% |
MSFT | Sell | MICROSOFT CORP | $7,228,387 | -7.3% | 22,893 | -0.0% | 1.02% | -2.6% |
AMZN | Sell | AMAZON COM INC | $7,101,199 | -25.7% | 55,862 | -23.8% | 1.00% | -21.9% |
HTAB | New | HARTFORD FDS EXCHANGE TRADEDschrdrs tax bd | $5,969,564 | – | 326,741 | +100.0% | 0.84% | – |
QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $5,941,950 | – | 40,309 | +100.0% | 0.84% | – |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $5,776,282 | -4.8% | 30,551 | +0.1% | 0.82% | +0.1% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $5,625,776 | -0.9% | 40,787 | +2.1% | 0.80% | +4.2% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $5,563,356 | -1.5% | 111,602 | +2.2% | 0.79% | +3.7% |
JNJ | Sell | JOHNSON & JOHNSON | $5,326,198 | -17.7% | 34,197 | -12.6% | 0.75% | -13.5% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $4,978,914 | +1.1% | 73,566 | +6.1% | 0.70% | +6.3% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $4,609,139 | -3.7% | 192,529 | -0.9% | 0.65% | +1.1% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $4,547,467 | -12.9% | 65,169 | -9.2% | 0.64% | -8.4% |
DON | Sell | WISDOMTREE TRus midcap divid | $4,539,107 | -3.0% | 110,818 | -0.4% | 0.64% | +2.1% |
COWZ | Buy | PACER FDS TRus cash cows 100 | $4,530,561 | +25.0% | 91,656 | +21.1% | 0.64% | +31.4% |
SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $4,373,580 | -6.7% | 135,615 | -2.3% | 0.62% | -1.9% |
GOOG | Sell | ALPHABET INCcap stk cl c | $4,016,969 | +4.1% | 30,466 | -4.5% | 0.57% | +9.4% |
JAAA | Sell | JANUS DETROIT STR TRhendrson aaa cl | $3,717,172 | -65.7% | 73,856 | -66.0% | 0.53% | -63.9% |
GDX | Sell | VANECK ETF TRUSTgold miners etf | $3,711,058 | -12.7% | 137,906 | -2.3% | 0.52% | -8.2% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $3,526,604 | -2.6% | 9,843 | +0.4% | 0.50% | +2.3% |
MRK | Buy | MERCK & CO INC | $3,379,508 | -5.1% | 32,827 | +6.4% | 0.48% | -0.2% |
PG | Sell | PROCTER AND GAMBLE CO | $3,305,520 | -15.0% | 22,662 | -11.6% | 0.47% | -10.7% |
IEF | Buy | ISHARES TR7-10 yr trsy bd | $3,200,132 | +3.7% | 34,940 | +9.3% | 0.45% | +8.9% |
EMTL | Sell | SSGA ACTIVE TRspdr dbleln emrg | $3,142,122 | -2.1% | 78,326 | -0.1% | 0.44% | +3.0% |
FJUL | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $2,994,614 | +339.3% | 78,086 | +346.7% | 0.42% | +360.9% |
SO | Buy | SOUTHERN CO | $2,948,015 | -4.7% | 45,550 | +3.5% | 0.42% | +0.2% |
MMIT | Sell | INDEXIQ ACTIVE ETF TRiq mackay intrme | $2,917,880 | -17.3% | 124,165 | -14.3% | 0.41% | -13.1% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,880,904 | +38.1% | 8,224 | +34.4% | 0.41% | +45.2% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $2,870,269 | -3.4% | 10,791 | -0.1% | 0.41% | +1.5% |
FFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $2,803,987 | -46.9% | 71,934 | -45.8% | 0.40% | -44.2% |
CVX | Buy | CHEVRON CORP NEW | $2,767,694 | +42.2% | 16,414 | +32.7% | 0.39% | +49.6% |
FMAY | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us buf | $2,762,617 | -10.0% | 72,131 | -8.5% | 0.39% | -5.3% |
ABBV | Buy | ABBVIE INC | $2,725,488 | +15.2% | 18,285 | +4.1% | 0.39% | +21.0% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $2,662,125 | -6.7% | 6,416 | -0.6% | 0.38% | -1.8% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $2,619,515 | +299.8% | 40,638 | +316.1% | 0.37% | +321.6% |
VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $2,598,812 | -17.3% | 59,442 | -12.7% | 0.37% | -13.0% |
TJX | Buy | TJX COS INC NEW | $2,594,319 | +8.6% | 29,189 | +3.6% | 0.37% | +14.0% |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $2,585,592 | -9.7% | 37,576 | -2.7% | 0.37% | -5.2% |
JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $2,486,915 | -2.6% | 49,560 | -2.7% | 0.35% | +2.3% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $2,472,705 | -6.5% | 11,874 | -1.1% | 0.35% | -1.7% |
VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $2,394,641 | -7.4% | 44,743 | -2.9% | 0.34% | -2.6% |
RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $2,394,870 | -2.8% | 52,119 | -0.4% | 0.34% | +2.1% |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $2,303,677 | -3.8% | 30,646 | -3.3% | 0.33% | +1.2% |
CB | Buy | CHUBB LIMITED | $2,297,675 | +13.9% | 11,037 | +5.4% | 0.32% | +19.5% |
MGK | Sell | VANGUARD WORLD FDmega grwth ind | $2,276,980 | -5.8% | 10,035 | -2.3% | 0.32% | -1.2% |
Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $2,266,713 | -0.6% | 68,918 | -1.4% | 0.32% | +4.6% | |
DGT | Buy | SPDR SER TRglb dow etf | $2,262,666 | -0.7% | 20,744 | +2.7% | 0.32% | +4.2% |
TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $2,260,988 | -5.8% | 40,310 | -1.5% | 0.32% | -0.9% |
HD | Sell | HOME DEPOT INC | $2,236,692 | -7.3% | 7,402 | -4.7% | 0.32% | -2.5% |
AGZD | Buy | WISDOMTREE TRintrst rate hdge | $2,200,578 | -2.0% | 99,304 | +95.7% | 0.31% | +3.3% |
ITA | Sell | ISHARES TRus aer def etf | $2,162,099 | -13.3% | 20,403 | -4.5% | 0.31% | -8.9% |
KO | Buy | COCA COLA CO | $2,148,385 | +13.2% | 38,378 | +21.7% | 0.30% | +18.8% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,039,639 | -7.5% | 39,322 | -2.9% | 0.29% | -2.7% |
JPM | Sell | JPMORGAN CHASE & CO | $2,007,155 | -0.4% | 13,841 | -0.1% | 0.28% | +4.8% |
MCD | Buy | MCDONALDS CORP | $1,964,020 | -11.3% | 7,455 | +0.5% | 0.28% | -6.7% |
AMLP | Sell | ALPS ETF TRalerian mlp | $1,956,434 | +2.1% | 46,361 | -5.2% | 0.28% | +7.4% |
FMAR | Sell | FIRST TR EXCHNG TRADED FD VIft cboe vest mar | $1,913,466 | -5.9% | 54,362 | -4.8% | 0.27% | -1.1% |
DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $1,904,009 | +5.8% | 40,902 | +9.4% | 0.27% | +11.6% |
PWV | INVESCO EXCHANGE TRADED FD Tlarge cap value | $1,885,198 | +0.4% | 40,282 | 0.0% | 0.27% | +5.5% | |
GOOGL | Sell | ALPHABET INCcap stk cl a | $1,874,177 | -2.6% | 14,322 | -10.9% | 0.26% | +2.3% |
HRL | Buy | HORMEL FOODS CORP | $1,866,388 | -1.5% | 49,077 | +4.1% | 0.26% | +3.5% |
UNH | Buy | UNITEDHEALTH GROUP INC | $1,850,036 | +23.0% | 3,669 | +17.3% | 0.26% | +29.7% |
VAW | Sell | VANGUARD WORLD FDSmaterials etf | $1,848,272 | -9.1% | 10,713 | -4.1% | 0.26% | -4.4% |
GDXJ | Sell | VANECK ETF TRUSTjunior gold mine | $1,836,143 | -14.7% | 56,970 | -5.6% | 0.26% | -10.3% |
WMT | Buy | WALMART INC | $1,786,629 | +11.4% | 11,171 | +9.5% | 0.25% | +17.1% |
BMAR | Sell | INNOVATOR ETFS TRus eqty bufr mar | $1,756,008 | -5.4% | 48,332 | -3.3% | 0.25% | -0.4% |
VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $1,744,456 | -7.1% | 9,550 | -1.1% | 0.25% | -2.4% |
VOO | Buy | VANGUARD INDEX FDS | $1,741,062 | -3.0% | 4,434 | +0.6% | 0.25% | +1.7% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,728,144 | -17.1% | 44,074 | -14.0% | 0.24% | -12.8% |
ORLY | Buy | OREILLY AUTOMOTIVE INC | $1,715,928 | +0.8% | 1,888 | +5.9% | 0.24% | +6.1% |
V | Buy | VISA INC | $1,700,872 | +0.2% | 7,395 | +3.4% | 0.24% | +5.2% |
SPGI | Buy | S&P GLOBAL INC | $1,681,597 | +41.4% | 4,602 | +55.1% | 0.24% | +48.8% |
LOW | Buy | LOWES COS INC | $1,645,468 | -0.8% | 7,917 | +7.8% | 0.23% | +4.5% |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $1,622,947 | -8.5% | 34,326 | -8.2% | 0.23% | -3.8% |
Buy | DIMENSIONAL ETF TRUSTus high profitab | $1,609,067 | +5.9% | 62,634 | +9.5% | 0.23% | +11.8% | |
DVY | Sell | ISHARES TRselect divid etf | $1,588,753 | -5.3% | 14,760 | -0.3% | 0.22% | -0.4% |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,578,710 | -9.8% | 11,142 | -4.7% | 0.22% | -5.5% |
CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $1,569,105 | -6.3% | 90,595 | -2.5% | 0.22% | -1.8% |
LMT | Sell | LOCKHEED MARTIN CORP | $1,549,956 | -11.5% | 3,790 | -0.3% | 0.22% | -7.2% |
WTM | Sell | WHITE MTNS INS GROUP LTD | $1,525,001 | +2.5% | 1,020 | -4.9% | 0.22% | +8.0% |
PEP | Buy | PEPSICO INC | $1,504,044 | -7.3% | 8,877 | +1.4% | 0.21% | -2.3% |
GLD | Sell | SPDR GOLD TR | $1,501,388 | -5.5% | 8,757 | -1.8% | 0.21% | -0.5% |
MGC | Sell | VANGUARD WORLD FDmega cap index | $1,499,521 | -13.7% | 9,874 | -11.1% | 0.21% | -9.4% |
AVGO | Buy | BROADCOM INC | $1,499,240 | -3.0% | 1,805 | +1.3% | 0.21% | +1.9% |
FB | Sell | META PLATFORMS INCcl a | $1,478,234 | -6.0% | 4,924 | -10.2% | 0.21% | -1.4% |
FISV | Sell | FISERV INC | $1,472,885 | -14.7% | 13,039 | -4.7% | 0.21% | -10.3% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,460,756 | -8.6% | 7,500 | -3.4% | 0.21% | -3.7% |
EFA | Sell | ISHARES TRmsci eafe etf | $1,457,350 | -11.7% | 21,146 | -7.2% | 0.21% | -7.2% |
PMAR | Sell | INNOVATOR ETFS TRus eqty pwr buf | $1,449,615 | -23.4% | 43,285 | -22.8% | 0.20% | -19.6% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $1,440,408 | +6.2% | 3,638 | +5.5% | 0.20% | +11.5% |
SLV | Sell | ISHARES SILVER TRishares | $1,412,023 | -4.9% | 69,421 | -2.3% | 0.20% | 0.0% |
BALT | Buy | INNOVATOR ETFS TRdefined wlt shld | $1,340,238 | +11.5% | 48,210 | +11.8% | 0.19% | +17.3% |
MKL | Sell | MARKEL GROUP INC | $1,344,383 | +1.0% | 913 | -5.1% | 0.19% | +6.1% |
VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $1,315,602 | -7.0% | 4,884 | -2.2% | 0.19% | -2.1% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,305,018 | +1.4% | 4,792 | +5.3% | 0.18% | +6.9% |
GPN | Sell | GLOBAL PMTS INC | $1,277,634 | +10.7% | 11,072 | -5.4% | 0.18% | +16.8% |
CDW | Sell | CDW CORP | $1,270,828 | +5.2% | 6,299 | -4.4% | 0.18% | +10.4% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $1,263,383 | -13.7% | 38,981 | -1.0% | 0.18% | -9.1% |
FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,218,202 | -16.5% | 20,502 | -16.5% | 0.17% | -12.2% |
FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,196,277 | -9.9% | 7,495 | -8.0% | 0.17% | -5.6% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,195,112 | -6.9% | 7,290 | -1.3% | 0.17% | -2.3% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,187,281 | -8.4% | 2,346 | -5.5% | 0.17% | -3.4% |
FJAN | Sell | FIRST TR EXCHNG TRADED FD VIft cboe vest bfr | $1,169,460 | -23.5% | 32,040 | -22.0% | 0.17% | -19.4% |
FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $1,146,527 | -1.9% | 36,202 | 0.0% | 0.16% | +3.2% | |
CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,134,478 | -8.8% | 24,972 | -8.9% | 0.16% | -4.2% |
ROST | Sell | ROSS STORES INC | $1,129,176 | -2.4% | 9,997 | -3.1% | 0.16% | +2.6% |
CSCO | Sell | CISCO SYS INC | $1,127,362 | +2.8% | 20,970 | -1.1% | 0.16% | +8.1% |
APD | Sell | AIR PRODS & CHEMS INC | $1,125,450 | -5.6% | 3,971 | -0.3% | 0.16% | -1.2% |
ROBO | Sell | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $1,096,417 | -18.9% | 21,772 | -5.7% | 0.16% | -14.8% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,094,761 | +5.0% | 7,803 | +0.1% | 0.16% | +10.7% |
VHT | Sell | VANGUARD WORLD FDShealth car etf | $1,071,288 | -5.9% | 4,557 | -2.0% | 0.15% | -0.7% |
ABT | Buy | ABBOTT LABS | $1,067,465 | -10.6% | 11,022 | +0.7% | 0.15% | -6.2% |
DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $1,067,591 | +4.5% | 42,772 | -5.0% | 0.15% | +9.4% |
TLT | Sell | ISHARES TR20 yr tr bd etf | $1,064,217 | -20.4% | 11,999 | -7.6% | 0.15% | -16.1% |
AFL | Sell | AFLAC INC | $1,065,905 | +7.7% | 13,888 | -2.1% | 0.15% | +13.5% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,061,867 | +7.2% | 11,748 | -3.7% | 0.15% | +12.8% |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $1,047,031 | -9.2% | 18,398 | -0.1% | 0.15% | -4.5% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $1,037,884 | -4.8% | 11,721 | +1.4% | 0.15% | 0.0% |
MPC | Buy | MARATHON PETE CORP | $1,037,781 | +241.5% | 6,857 | +163.1% | 0.15% | +258.5% |
MDT | Sell | MEDTRONIC PLC | $1,035,572 | -12.7% | 13,216 | -1.8% | 0.15% | -8.1% |
New | DIMENSIONAL ETF TRUSTnatl mun bd etf | $1,031,402 | – | 22,195 | +100.0% | 0.15% | – | |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $1,026,431 | -11.6% | 13,566 | -2.4% | 0.14% | -7.1% |
BDX | Sell | BECTON DICKINSON & CO | $1,019,143 | -2.6% | 3,942 | -0.5% | 0.14% | +2.1% |
SHM | Buy | SPDR SER TRnuveen blmbrg sh | $1,006,150 | -0.1% | 21,764 | +1.6% | 0.14% | +4.4% |
RIO | Sell | RIO TINTO PLCsponsored adr | $996,692 | -81.3% | 15,661 | -81.2% | 0.14% | -80.3% |
IT | Sell | GARTNER INC | $992,689 | -6.2% | 2,889 | -4.4% | 0.14% | -1.4% |
IBB | Buy | ISHARES TRishares biotech | $971,904 | -2.9% | 7,948 | +0.8% | 0.14% | +2.2% |
FTNT | Sell | FORTINET INC | $959,066 | -24.2% | 16,344 | -2.4% | 0.14% | -20.0% |
COST | Buy | COSTCO WHSL CORP NEW | $951,173 | +10.4% | 1,684 | +5.2% | 0.14% | +16.4% |
ADSK | Buy | AUTODESK INC | $950,338 | +205.6% | 4,593 | +202.2% | 0.14% | +221.4% |
DJAN | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $943,650 | -1.0% | 29,125 | -0.1% | 0.13% | +4.7% |
SIL | Buy | GLOBAL X FDSglobal x silver | $946,440 | -7.3% | 39,600 | +0.8% | 0.13% | -2.9% |
TXN | Sell | TEXAS INSTRS INC | $943,908 | -16.8% | 5,936 | -5.8% | 0.13% | -12.4% |
PH | Buy | PARKER-HANNIFIN CORP | $947,159 | +13.0% | 2,432 | +13.1% | 0.13% | +18.6% |
COPX | Sell | GLOBAL X FDSglobal x copper | $930,276 | -8.3% | 25,550 | -5.2% | 0.13% | -3.6% |
FCOM | Sell | FIDELITY COVINGTON TRUST | $920,120 | -11.5% | 23,171 | -10.3% | 0.13% | -7.1% |
CMCSA | Sell | COMCAST CORP NEWcl a | $920,576 | +5.5% | 20,762 | -1.1% | 0.13% | +11.1% |
LGLV | Sell | SPDR SER TRssga us lrg etf | $919,589 | -77.3% | 6,887 | -76.1% | 0.13% | -76.1% |
EMR | Sell | EMERSON ELEC CO | $909,416 | +6.3% | 9,417 | -0.5% | 0.13% | +12.2% |
MCK | Buy | MCKESSON CORP | $908,499 | +28.3% | 2,089 | +26.1% | 0.13% | +35.8% |
ADBE | Buy | ADOBE INC | $893,345 | +4.8% | 1,752 | +0.5% | 0.13% | +9.6% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $893,433 | -2.5% | 8,647 | +0.1% | 0.13% | +2.4% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $870,051 | -10.1% | 5,582 | +3.4% | 0.12% | -5.4% |
PFE | Buy | PFIZER INC | $863,448 | -4.7% | 26,031 | +5.4% | 0.12% | 0.0% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $862,833 | +11.1% | 3,586 | +1.4% | 0.12% | +16.2% |
ACN | Sell | ACCENTURE PLC IRELAND | $845,035 | -3.1% | 2,752 | -2.6% | 0.12% | +2.6% |
PPA | Sell | INVESCO EXCHANGE TRADED FD Taerospace defn | $844,089 | -13.2% | 10,578 | -8.1% | 0.12% | -9.2% |
SHOP | Buy | SHOPIFY INCcl a | $824,280 | -4.4% | 15,105 | +13.2% | 0.12% | +0.9% |
HON | Sell | HONEYWELL INTL INC | $821,614 | -12.2% | 4,447 | -1.4% | 0.12% | -7.9% |
QMAR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $817,501 | -4.2% | 34,020 | -4.5% | 0.12% | +0.9% |
DHS | Sell | WISDOMTREE TRus high dividend | $798,002 | -34.1% | 10,223 | -32.8% | 0.11% | -30.7% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $795,309 | -12.8% | 6,073 | -7.8% | 0.11% | -8.1% |
GDDY | Sell | GODADDY INCcl a | $795,595 | -5.4% | 10,682 | -4.6% | 0.11% | 0.0% |
RFDA | ALPS ETF TRriverfrnt dymc | $795,585 | -5.1% | 18,177 | 0.0% | 0.11% | 0.0% | |
ON | New | ON SEMICONDUCTOR CORP | $790,447 | – | 8,504 | +100.0% | 0.11% | – |
STE | Sell | STERIS PLC | $789,197 | -7.4% | 3,597 | -5.0% | 0.11% | -2.6% |
DHR | Sell | DANAHER CORPORATION | $771,773 | +0.8% | 3,111 | -2.5% | 0.11% | +5.8% |
CSX | Sell | CSX CORP | $761,893 | -12.7% | 24,777 | -3.2% | 0.11% | -7.7% |
IWM | Sell | ISHARES TRrussell 2000 etf | $763,178 | -36.2% | 4,318 | -32.4% | 0.11% | -32.9% |
BAC | Buy | BANK AMERICA CORP | $745,802 | -3.3% | 27,239 | +1.3% | 0.11% | +1.9% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $743,851 | -9.4% | 4,664 | -6.0% | 0.10% | -5.4% |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $741,453 | -6.9% | 21,142 | -1.5% | 0.10% | -1.9% |
INTU | New | INTUIT | $737,797 | – | 1,444 | +100.0% | 0.10% | – |
PANW | Sell | PALO ALTO NETWORKS INC | $734,501 | -8.3% | 3,133 | -0.1% | 0.10% | -3.7% |
TSCO | Buy | TRACTOR SUPPLY CO | $737,156 | +34.7% | 3,630 | +46.7% | 0.10% | +40.5% |
MLM | Sell | MARTIN MARIETTA MATLS INC | $729,798 | -15.5% | 1,778 | -5.0% | 0.10% | -11.2% |
ET | Sell | ENERGY TRANSFER L P | $720,133 | -33.9% | 51,328 | -40.2% | 0.10% | -30.6% |
ROUS | Sell | LATTICE STRATEGIES TRhartford us eqty | $723,254 | -9.1% | 18,010 | -6.2% | 0.10% | -4.7% |
ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $721,132 | -3.7% | 9,587 | +0.3% | 0.10% | +1.0% |
VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $713,340 | -13.6% | 10,001 | -9.1% | 0.10% | -9.0% |
EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $703,750 | -6.7% | 26,637 | -4.6% | 0.10% | -2.0% |
UNP | Buy | UNION PAC CORP | $703,454 | +4.6% | 3,455 | +5.1% | 0.10% | +9.9% |
QCOM | Buy | QUALCOMM INC | $706,448 | +12.0% | 6,361 | +20.0% | 0.10% | +17.6% |
GD | Buy | GENERAL DYNAMICS CORP | $697,727 | +4.0% | 3,158 | +1.3% | 0.10% | +10.0% |
SHW | Sell | SHERWIN WILLIAMS CO | $691,861 | -8.3% | 2,713 | -4.5% | 0.10% | -3.9% |
TGT | Buy | TARGET CORP | $689,410 | -10.3% | 6,235 | +7.0% | 0.10% | -4.9% |
AMT | Buy | AMERICAN TOWER CORP NEW | $691,863 | -10.7% | 4,207 | +5.3% | 0.10% | -5.8% |
ULTA | Buy | ULTA BEAUTY INC | $687,054 | +45.6% | 1,720 | +71.5% | 0.10% | +51.6% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $687,109 | +7.6% | 5,337 | +10.9% | 0.10% | +12.8% |
TFX | Sell | TELEFLEX INCORPORATED | $682,025 | -22.7% | 3,472 | -4.8% | 0.10% | -18.5% |
AMGN | Buy | AMGEN INC | $681,806 | +26.7% | 2,537 | +4.7% | 0.10% | +34.7% |
MSEX | Sell | MIDDLESEX WTR CO | $678,864 | -19.3% | 10,247 | -1.7% | 0.10% | -15.0% |
STRL | New | STERLING INFRASTRUCTURE INC | $672,415 | – | 9,151 | +100.0% | 0.10% | – |
ITW | Sell | ILLINOIS TOOL WKS INC | $671,812 | -14.0% | 2,917 | -6.6% | 0.10% | -9.5% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $661,974 | -10.2% | 6,489 | -4.8% | 0.09% | -5.1% |
SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $662,354 | -1.0% | 13,831 | -0.7% | 0.09% | +4.4% |
NOC | Sell | NORTHROP GRUMMAN CORP | $661,955 | -8.3% | 1,504 | -5.1% | 0.09% | -3.1% |
NKE | Buy | NIKE INCcl b | $661,157 | -5.7% | 6,914 | +8.9% | 0.09% | 0.0% |
EME | New | EMCOR GROUP INC | $663,360 | – | 3,153 | +100.0% | 0.09% | – |
YMAR | Sell | FIRST TR EXCHNG TRADED FD VIft cboe vst intl | $657,776 | -19.3% | 32,350 | -15.8% | 0.09% | -15.5% |
NFLX | Sell | NETFLIX INC | $650,227 | -16.0% | 1,722 | -2.0% | 0.09% | -11.5% |
VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $648,135 | -7.2% | 6,956 | -3.4% | 0.09% | -2.1% |
DIS | Sell | DISNEY WALT CO | $639,775 | -20.4% | 7,894 | -12.3% | 0.09% | -15.7% |
PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $629,686 | -2.8% | 19,789 | +400.0% | 0.09% | +2.3% |
VPU | Sell | VANGUARD WORLD FDSutilities etf | $627,208 | -28.8% | 4,918 | -20.6% | 0.09% | -25.2% |
DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $629,002 | +30.2% | 21,002 | +34.7% | 0.09% | +36.9% |
EOG | Sell | EOG RES INC | $624,332 | +5.2% | 4,925 | -5.0% | 0.09% | +10.0% |
IEFA | Sell | ISHARES TRcore msci eafe | $620,966 | -5.2% | 9,650 | -0.6% | 0.09% | 0.0% |
DEO | Sell | DIAGEO PLCspon adr new | $615,624 | -20.6% | 4,127 | -7.7% | 0.09% | -16.3% |
TQQQ | Sell | PROSHARES TRultrapro qqq | $605,896 | -77.5% | 17,010 | -74.2% | 0.09% | -76.3% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $605,032 | -4.9% | 2,426 | -0.2% | 0.09% | 0.0% |
IJR | Sell | ISHARES TRcore s&p scp etf | $603,893 | -8.0% | 6,402 | -2.8% | 0.08% | -3.4% |
DGRO | Buy | ISHARES TRcore div grwth | $597,346 | -1.2% | 12,060 | +2.8% | 0.08% | +4.9% |
PAPR | INNOVATOR ETFS TRus eqt pwr buf | $603,690 | -0.9% | 19,722 | 0.0% | 0.08% | +3.7% | |
INTC | Buy | INTEL CORP | $593,522 | +6.3% | 16,695 | +0.0% | 0.08% | +12.0% |
T | Sell | AT&T INC | $587,849 | -15.9% | 39,138 | -10.7% | 0.08% | -11.7% |
MKC | Sell | MCCORMICK & CO INC | $581,881 | -19.0% | 7,693 | -6.5% | 0.08% | -15.5% |
New | INNOVATOR ETFS TRequity def protn | $579,682 | – | 23,738 | +100.0% | 0.08% | – | |
NEE | Buy | NEXTERA ENERGY INC | $573,674 | -17.6% | 10,014 | +6.8% | 0.08% | -13.8% |
MUB | Buy | ISHARES TRnational mun etf | $571,514 | -3.6% | 5,574 | +0.3% | 0.08% | +1.2% |
SYY | Buy | SYSCO CORP | $573,982 | -10.9% | 8,690 | +0.1% | 0.08% | -6.9% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $572,620 | -3.9% | 8,251 | +1.0% | 0.08% | +1.2% |
PFF | Sell | ISHARES TRpfd and incm sec | $563,925 | -7.5% | 18,704 | -5.1% | 0.08% | -2.4% |
IAU | Sell | ISHARES GOLD TRishares new | $555,536 | -13.3% | 15,877 | -9.8% | 0.08% | -8.1% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $557,483 | -7.6% | 9,605 | +1.9% | 0.08% | -2.5% |
SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $561,439 | -8.9% | 7,396 | -8.9% | 0.08% | -4.8% |
SHY | Sell | ISHARES TR1 3 yr treas bd | $550,271 | -25.0% | 6,796 | -24.9% | 0.08% | -21.2% |
MBB | Buy | ISHARES TRmbs etf | $549,210 | +21.8% | 6,185 | +27.9% | 0.08% | +27.9% |
QJUN | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $551,124 | -24.3% | 25,200 | -23.0% | 0.08% | -20.4% |
PULS | Sell | PGIM ETF TRpgim ultra sh bd | $545,281 | -82.0% | 11,018 | -82.0% | 0.08% | -81.1% |
FCG | Sell | FIRST TR EXCHANGE-TRADED FDnat gas etf | $544,335 | +5.0% | 20,944 | -5.9% | 0.08% | +10.0% |
PM | Buy | PHILIP MORRIS INTL INC | $537,543 | -3.0% | 5,806 | +2.2% | 0.08% | +1.3% |
ROBT | Sell | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $531,190 | -20.8% | 13,113 | -10.7% | 0.08% | -16.7% |
AZAA | AIM ETF PRODUCTS TRUSTus lrgcp b10 apr | $532,736 | -1.9% | 17,300 | 0.0% | 0.08% | +2.7% | |
VDE | Sell | VANGUARD WORLD FDSenergy etf | $530,845 | +6.1% | 4,188 | -5.5% | 0.08% | +11.9% |
AME | Sell | AMETEK INC | $530,964 | -12.8% | 3,593 | -4.4% | 0.08% | -8.5% |
IJS | Sell | ISHARES TRsp smcp600vl etf | $521,312 | -15.5% | 5,843 | -9.9% | 0.07% | -10.8% |
FAUG | Buy | FIRST TR EXCHNG TRADED FD VIvest us buffer | $525,862 | -1.2% | 14,068 | +2.0% | 0.07% | +2.8% |
YJUN | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest intl | $519,965 | -24.6% | 26,314 | -21.8% | 0.07% | -20.4% |
PMAY | Sell | INNOVATOR ETFS TRus eqty pwr buf | $516,600 | -7.8% | 17,500 | -6.8% | 0.07% | -2.7% |
PJAN | Sell | INNOVATOR ETFS TRus eqty pwr buf | $508,025 | -6.6% | 14,600 | -5.8% | 0.07% | -1.4% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $499,088 | -1.2% | 9,807 | -1.3% | 0.07% | +4.4% |
IHI | Sell | ISHARES TRu.s. med dvc etf | $503,543 | -23.0% | 10,382 | -10.4% | 0.07% | -19.3% |
TRU | Sell | TRANSUNION | $498,867 | -13.9% | 6,949 | -6.1% | 0.07% | -9.0% |
FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $498,475 | -1.9% | 6,770 | 0.0% | 0.07% | +4.4% | |
FAPR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $496,804 | -23.9% | 15,400 | -22.7% | 0.07% | -20.5% |
JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $486,893 | -47.1% | 9,651 | -46.9% | 0.07% | -44.4% |
SGOV | Buy | ISHARES TR0-3 mnth treasry | $487,041 | +0.7% | 4,838 | +0.7% | 0.07% | +6.2% |
FSEP | Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $490,568 | +12.3% | 13,230 | +15.0% | 0.07% | +16.9% |
FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $480,440 | -80.1% | 10,845 | -78.9% | 0.07% | -79.1% |
ISRG | Sell | INTUITIVE SURGICAL INC | $471,464 | -18.1% | 1,613 | -4.2% | 0.07% | -14.1% |
VRSK | Sell | VERISK ANALYTICS INC | $473,509 | -0.4% | 2,004 | -4.8% | 0.07% | +4.7% |
KLAC | Buy | KLA CORP | $476,392 | -5.3% | 1,039 | +0.2% | 0.07% | -1.5% |
LRCX | Sell | LAM RESEARCH CORP | $476,798 | -2.7% | 761 | -0.1% | 0.07% | +1.5% |
SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $473,015 | -9.8% | 15,254 | -5.4% | 0.07% | -5.6% |
ESGU | Sell | ISHARES TResg awr msci usa | $469,718 | -9.9% | 5,002 | -6.5% | 0.07% | -5.7% |
GS | Sell | GOLDMAN SACHS GROUP INC | $463,992 | -4.2% | 1,434 | -4.5% | 0.07% | +1.5% |
SBUX | Sell | STARBUCKS CORP | $458,837 | -12.2% | 5,027 | -4.7% | 0.06% | -7.1% |
LLY | Sell | ELI LILLY & CO | $458,984 | -30.4% | 855 | -39.2% | 0.06% | -27.0% |
CLX | Sell | CLOROX CO DEL | $457,140 | -20.3% | 3,488 | -3.3% | 0.06% | -15.6% |
New | DIMENSIONAL ETF TRUSTintl core equity | $453,854 | – | 19,437 | +100.0% | 0.06% | – | |
SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $449,697 | -28.1% | 8,907 | -25.3% | 0.06% | -23.8% |
ARKK | Buy | ARK ETF TRinnovation etf | $443,728 | +1.5% | 11,185 | +12.9% | 0.06% | +6.8% |
NUE | Buy | NUCOR CORP | $446,476 | -4.1% | 2,856 | +0.6% | 0.06% | 0.0% |
VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $440,929 | +1.1% | 7,655 | +1.3% | 0.06% | +5.1% |
CL | Buy | COLGATE PALMOLIVE CO | $440,623 | -2.7% | 6,196 | +5.4% | 0.06% | +1.6% |
VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $430,513 | -8.4% | 6,026 | -3.0% | 0.06% | -3.2% |
SNOW | Buy | SNOWFLAKE INCcl a | $433,714 | -0.8% | 2,839 | +14.3% | 0.06% | +3.4% |
MMM | Sell | 3M CO | $424,995 | -32.6% | 4,540 | -27.9% | 0.06% | -29.4% |
FLDR | Buy | FIDELITY MERRIMACK STR TRlow durtin etf | $426,325 | -0.4% | 8,606 | +0.1% | 0.06% | +3.4% |
IWD | Buy | ISHARES TRrus 1000 val etf | $421,515 | -0.5% | 2,776 | +3.4% | 0.06% | +5.3% |
QQQE | Sell | DIREXION SHS ETF TRnas100 eql wgt | $421,426 | -8.5% | 5,636 | -5.8% | 0.06% | -3.2% |
F | Sell | FORD MTR CO DEL | $423,894 | -19.2% | 34,130 | -1.5% | 0.06% | -15.5% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $407,911 | -16.3% | 4,331 | -13.0% | 0.06% | -12.1% |
ORCL | Sell | ORACLE CORP | $407,519 | -17.2% | 3,847 | -7.0% | 0.06% | -12.1% |
SCHW | Buy | SCHWAB CHARLES CORP | $410,646 | +11.9% | 7,480 | +15.5% | 0.06% | +18.4% |
RTX | Sell | RTX CORPORATION | $406,376 | -30.2% | 5,646 | -4.9% | 0.06% | -25.6% |
VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $402,638 | -5.1% | 5,299 | -1.3% | 0.06% | 0.0% |
ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $403,520 | -14.2% | 14,912 | -12.0% | 0.06% | -9.5% |
BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $406,034 | -24.1% | 8,489 | -22.5% | 0.06% | -20.8% |
TIP | Buy | ISHARES TRtips bd etf | $402,972 | -1.8% | 3,885 | +1.9% | 0.06% | +3.6% |
PNR | Sell | PENTAIR PLC | $396,173 | -4.6% | 6,119 | -4.8% | 0.06% | 0.0% |
MS | Buy | MORGAN STANLEY | $394,800 | -2.0% | 4,834 | +2.5% | 0.06% | +3.7% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $391,108 | -5.7% | 2,430 | -0.5% | 0.06% | -1.8% |
MMC | Sell | MARSH & MCLENNAN COS INC | $388,781 | +0.4% | 2,043 | -0.8% | 0.06% | +5.8% |
SPUS | Buy | TIDAL ETF TRsp fds s&p 500 | $390,850 | +15.4% | 12,641 | +20.3% | 0.06% | +19.6% |
New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $388,550 | – | 8,279 | +100.0% | 0.06% | – | |
DMXF | Buy | ISHARES TResg eafe etf | $388,155 | +23.2% | 6,799 | +31.5% | 0.06% | +31.0% |
MGV | Sell | VANGUARD WORLD FDmega cap val etf | $379,236 | -11.8% | 3,740 | -9.8% | 0.05% | -6.9% |
DOV | Sell | DOVER CORP | $383,784 | -8.0% | 2,751 | -2.6% | 0.05% | -3.6% |
FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $380,591 | -13.6% | 11,381 | -12.2% | 0.05% | -8.5% |
FDX | Sell | FEDEX CORP | $381,202 | -5.2% | 1,439 | -11.3% | 0.05% | 0.0% |
SND | SMART SAND INC | $377,000 | +41.5% | 162,500 | 0.0% | 0.05% | +47.2% | |
New | FIRST TR EXCHANGE-TRADED FDcboe vest rising | $372,096 | – | 17,660 | +100.0% | 0.05% | – | |
XHE | Sell | SPDR SER TRhlth cr equip | $371,145 | -29.6% | 4,754 | -11.2% | 0.05% | -25.4% |
VEEV | Sell | VEEVA SYS INC | $375,569 | -2.7% | 1,846 | -5.5% | 0.05% | +1.9% |
GWRE | Sell | GUIDEWIRE SOFTWARE INC | $371,880 | +11.0% | 4,132 | -6.2% | 0.05% | +17.8% |
MO | Sell | ALTRIA GROUP INC | $374,628 | -10.4% | 8,909 | -3.4% | 0.05% | -5.4% |
DAL | Buy | DELTA AIR LINES INC DEL | $367,819 | -17.5% | 9,941 | +5.9% | 0.05% | -13.3% |
Buy | SAMSARA INC | $365,520 | -9.0% | 14,499 | +0.0% | 0.05% | -3.7% | |
AZBA | Sell | AIM ETF PRODUCTS TRUSTus lrgcp b20 apr | $358,264 | -6.3% | 12,800 | -5.9% | 0.05% | 0.0% |
SDVY | Sell | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $357,389 | -36.5% | 12,660 | -36.3% | 0.05% | -32.9% |
New | FIRST TR EXCHANGE-TRADED FDft cboe targ inc | $361,097 | – | 18,478 | +100.0% | 0.05% | – | |
KNG | New | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $351,246 | – | 7,116 | +100.0% | 0.05% | – |
TROW | Buy | PRICE T ROWE GROUP INC | $354,453 | -4.3% | 3,380 | +2.2% | 0.05% | 0.0% |
COP | Sell | CONOCOPHILLIPS | $343,051 | +6.1% | 2,864 | -8.2% | 0.05% | +11.4% |
IXUS | Sell | ISHARES TRcore msci total | $348,209 | -15.3% | 5,804 | -11.6% | 0.05% | -10.9% |
IJJ | Sell | ISHARES TRs&p mc 400vl etf | $337,510 | -6.2% | 3,344 | -0.4% | 0.05% | 0.0% |
DJUL | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $339,700 | -2.1% | 10,000 | 0.0% | 0.05% | +2.1% | |
ARGX | Sell | ARGENX SEsponsored adr | $336,767 | +9.0% | 685 | -13.6% | 0.05% | +14.3% |
MYD | Sell | BLACKROCK MUNIYIELD FD INC | $339,375 | -61.0% | 36,969 | -55.7% | 0.05% | -59.0% |
SPSM | Sell | SPDR SER TRportfolio s&p600 | $338,225 | -6.0% | 9,166 | -1.1% | 0.05% | 0.0% |
DNOV | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $329,964 | -2.3% | 9,300 | 0.0% | 0.05% | +4.4% | |
ED | Sell | CONSOLIDATED EDISON INC | $329,398 | -5.5% | 3,851 | -0.2% | 0.05% | 0.0% |
SDY | Sell | SPDR SER TRs&p divid etf | $328,929 | -10.5% | 2,860 | -4.6% | 0.05% | -4.1% |
VV | New | VANGUARD INDEX FDSlarge cap etf | $329,466 | – | 1,684 | +100.0% | 0.05% | – |
IDCC | Sell | INTERDIGITAL INC | $331,213 | -19.1% | 4,128 | -2.6% | 0.05% | -14.5% |
GWW | Sell | GRAINGER W W INC | $327,179 | -19.8% | 473 | -8.5% | 0.05% | -16.4% |
PNOV | INNOVATOR ETFS TRus eqty pwr buf | $323,988 | -2.5% | 9,800 | 0.0% | 0.05% | +2.2% | |
BLK | Sell | BLACKROCK INC | $322,115 | -18.0% | 498 | -12.5% | 0.05% | -13.2% |
BLL | Sell | BALL CORP | $323,958 | -18.8% | 6,508 | -5.1% | 0.05% | -14.8% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $321,700 | -10.6% | 1,502 | -4.1% | 0.05% | -4.2% |
SSO | New | PROSHARES TR | $322,487 | – | 6,041 | +100.0% | 0.05% | – |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $317,656 | +8.8% | 4,227 | +9.5% | 0.04% | +15.4% |
GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $316,222 | +1.4% | 6,363 | +1.3% | 0.04% | +7.1% |
KAPR | INNOVATOR ETFS TRus sml cp pwr et | $319,663 | -2.9% | 11,950 | 0.0% | 0.04% | +2.3% | |
JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $317,281 | +54.7% | 5,924 | +59.8% | 0.04% | +60.7% |
HSY | Buy | HERSHEY CO | $318,219 | -14.3% | 1,590 | +6.9% | 0.04% | -10.0% |
WEC | Buy | WEC ENERGY GROUP INC | $317,078 | -7.6% | 3,936 | +1.2% | 0.04% | -2.2% |
ILMN | Buy | ILLUMINA INC | $319,039 | +21.3% | 2,324 | +65.6% | 0.04% | +28.6% |
DMAY | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $312,916 | -24.0% | 9,236 | -23.0% | 0.04% | -20.0% |
SHV | New | ISHARES TRshort treas bd | $312,520 | – | 2,829 | +100.0% | 0.04% | – |
FJUN | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $310,334 | -12.3% | 7,655 | -10.3% | 0.04% | -8.3% |
IJT | Sell | ISHARES TRs&p sml 600 gwt | $307,104 | -39.7% | 2,800 | -36.9% | 0.04% | -37.7% |
FGD | Sell | FIRST TR EXCHANGE TRADED FDdj glbl divid | $306,109 | -17.8% | 14,852 | -14.5% | 0.04% | -14.0% |
DVN | Sell | DEVON ENERGY CORP NEW | $302,806 | -31.2% | 6,348 | -30.2% | 0.04% | -27.1% |
XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $305,640 | -2.9% | 9,000 | +900.0% | 0.04% | +2.4% |
GPC | Buy | GENUINE PARTS CO | $305,857 | +0.4% | 2,118 | +17.7% | 0.04% | +4.9% |
WFC | Buy | WELLS FARGO CO NEW | $306,800 | +3.9% | 7,509 | +8.6% | 0.04% | +7.5% |
IYW | Buy | ISHARES TRu.s. tech etf | $298,827 | +12.2% | 2,848 | +16.4% | 0.04% | +16.7% |
PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $295,024 | – | 18,439 | +100.0% | 0.04% | – |
BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $299,248 | +3.7% | 1,671 | -4.1% | 0.04% | +7.7% |
VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $293,757 | +10.0% | 4,292 | +13.8% | 0.04% | +16.7% |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $294,234 | -1.5% | 4,963 | +1.4% | 0.04% | +5.0% |
CRM | Buy | SALESFORCE INC | $294,661 | -3.3% | 1,453 | +0.8% | 0.04% | +2.4% |
PNC | Buy | PNC FINL SVCS GROUP INC | $286,324 | +2.5% | 2,332 | +5.1% | 0.04% | +7.9% |
UJAN | INNOVATOR ETFS TRus eqt ultra bf | $286,603 | -0.5% | 8,800 | 0.0% | 0.04% | +5.1% | |
CMI | Buy | CUMMINS INC | $286,148 | -5.6% | 1,253 | +1.4% | 0.04% | 0.0% |
IEMG | Sell | ISHARES INCcore msci emkt | $286,961 | -14.4% | 6,030 | -11.4% | 0.04% | -8.9% |
Sell | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $291,502 | -20.0% | 8,800 | -19.3% | 0.04% | -16.3% | |
EFG | Sell | ISHARES TReafe grwth etf | $292,471 | -22.5% | 3,389 | -14.4% | 0.04% | -19.6% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $292,496 | -3.5% | 4,275 | -0.6% | 0.04% | 0.0% |
IRDM | Buy | IRIDIUM COMMUNICATIONS INC | $286,178 | -16.1% | 6,291 | +14.6% | 0.04% | -10.9% |
VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $283,580 | -18.0% | 4,582 | -16.3% | 0.04% | -14.9% |
IDXX | Sell | IDEXX LABS INC | $272,419 | -16.7% | 623 | -4.3% | 0.04% | -11.4% |
WPC | Buy | WP CAREY INC | $273,549 | -16.2% | 5,058 | +4.6% | 0.04% | -11.4% |
BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $273,035 | -14.8% | 11,045 | -1.0% | 0.04% | -9.3% |
ALL | Buy | ALLSTATE CORP | $265,263 | +2.3% | 2,381 | +0.1% | 0.04% | +8.6% |
LYFT | New | LYFT INC | $265,450 | – | 25,185 | +100.0% | 0.04% | – |
PFN | Buy | PIMCO INCOME STRATEGY FD II | $267,385 | -5.7% | 40,574 | +3.2% | 0.04% | 0.0% |
WY | Sell | WEYERHAEUSER CO MTN BE | $265,546 | -21.6% | 8,661 | -14.3% | 0.04% | -17.4% |
AZO | AUTOZONE INC | $266,699 | +1.9% | 105 | 0.0% | 0.04% | +8.6% | |
RRC | Buy | RANGE RES CORP | $259,021 | +10.4% | 7,992 | +0.1% | 0.04% | +15.6% |
AIM ETF PRODUCTS TRUSTu s lrgcp 6m apr | $262,821 | -1.4% | 9,650 | 0.0% | 0.04% | +2.8% | ||
GOVT | Sell | ISHARES TRus treas bd etf | $261,415 | -22.4% | 11,861 | -19.4% | 0.04% | -17.8% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $264,199 | -8.2% | 1,517 | +3.3% | 0.04% | -5.1% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $257,094 | -3.7% | 6,876 | +3.2% | 0.04% | 0.0% |
NVS | Buy | NOVARTIS AGsponsored adr | $256,483 | +10.6% | 2,518 | +9.6% | 0.04% | +16.1% |
AOA | ISHARES TRaggres alloc etf | $253,960 | -4.3% | 4,000 | 0.0% | 0.04% | 0.0% | |
AMAT | New | APPLIED MATLS INC | $251,302 | – | 1,815 | +100.0% | 0.04% | – |
PLD | Buy | PROLOGIS INC. | $255,481 | +6.6% | 2,277 | +16.5% | 0.04% | +12.5% |
ANF | New | ABERCROMBIE & FITCH COcl a | $255,356 | – | 4,530 | +100.0% | 0.04% | – |
BIV | Sell | VANGUARD BD INDEX FDSintermed term | $255,394 | -6.4% | 3,532 | -2.6% | 0.04% | -2.7% |
NJAN | Sell | INNOVATOR ETFS TRgrwt100 pwr bf | $255,640 | -10.1% | 6,300 | -11.3% | 0.04% | -5.3% |
VFH | Sell | VANGUARD WORLD FDSfinancials etf | $244,971 | -1.7% | 3,050 | -0.6% | 0.04% | +2.9% |
NVO | Buy | NOVO-NORDISK A Sadr | $248,539 | +19.1% | 2,733 | +111.9% | 0.04% | +25.0% |
ETN | Sell | EATON CORP PLC | $246,595 | -2.3% | 1,156 | -7.9% | 0.04% | +2.9% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $236,876 | +4.6% | 8,655 | +0.7% | 0.03% | +13.3% |
OMC | Sell | OMNICOM GROUP INC | $239,528 | -23.9% | 3,216 | -2.7% | 0.03% | -19.0% |
STT | Sell | STATE STR CORP | $243,467 | -16.4% | 3,636 | -8.7% | 0.03% | -12.8% |
CVS | Buy | CVS HEALTH CORP | $241,350 | +8.2% | 3,457 | +7.1% | 0.03% | +13.3% |
ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $239,073 | -1.3% | 2,173 | +1.5% | 0.03% | +3.0% |
KMB | Sell | KIMBERLY-CLARK CORP | $231,560 | -14.6% | 1,916 | -2.4% | 0.03% | -8.3% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $230,728 | -8.6% | 2,244 | +1.3% | 0.03% | -2.9% |
MSI | Sell | MOTOROLA SOLUTIONS INC | $232,734 | -7.7% | 855 | -0.6% | 0.03% | -2.9% |
CAT | New | CATERPILLAR INC | $230,531 | – | 844 | +100.0% | 0.03% | – |
Buy | LINDE PLC | $232,906 | -0.1% | 626 | +2.3% | 0.03% | +6.5% | |
HOLX | Sell | HOLOGIC INC | $233,670 | -14.4% | 3,367 | -0.1% | 0.03% | -10.8% |
XLI | SELECT SECTOR SPDR TRindl | $236,354 | -5.5% | 2,331 | 0.0% | 0.03% | -2.9% | |
KJAN | Sell | INNOVATOR ETFS TRus sml cp pwr b | $229,794 | -15.3% | 7,480 | -11.8% | 0.03% | -10.8% |
KOMP | Buy | SPDR SER TRs&p kensho new | $235,106 | -9.7% | 5,936 | +1.7% | 0.03% | -5.7% |
DOW | Sell | DOW INC | $232,645 | -6.8% | 4,512 | -3.8% | 0.03% | -2.9% |
PSEP | INNOVATOR ETFS TRus eqty pwr buf | $230,040 | -0.9% | 7,100 | 0.0% | 0.03% | +6.5% | |
EMXF | New | ISHARES TRegsadvncdmsci em | $231,298 | – | 6,831 | +100.0% | 0.03% | – |
BX | Sell | BLACKSTONE INC | $231,304 | +1.7% | 2,159 | -11.8% | 0.03% | +6.5% |
DD | Sell | DUPONT DE NEMOURS INC | $225,877 | +4.2% | 3,028 | -0.2% | 0.03% | +10.3% |
RGR | Sell | STURM RUGER & CO INC | $226,670 | -9.1% | 4,349 | -7.6% | 0.03% | -5.9% |
SPYV | New | SPDR SER TRprtflo s&p500 vl | $223,784 | – | 5,424 | +100.0% | 0.03% | – |
O | Sell | REALTY INCOME CORP | $226,164 | -19.9% | 4,529 | -4.1% | 0.03% | -15.8% |
GLW | Sell | CORNING INC | $226,123 | -18.2% | 7,421 | -5.9% | 0.03% | -13.5% |
EXG | Buy | EATON VANCE TAX-MANAGED GLOB | $229,143 | -6.3% | 31,091 | +0.6% | 0.03% | -3.0% |
New | DIMENSIONAL ETF TRUSTemerging mkts co | $223,776 | – | 9,600 | +100.0% | 0.03% | – | |
UBER | Sell | UBER TECHNOLOGIES INC | $222,040 | -10.5% | 4,828 | -16.0% | 0.03% | -6.1% |
GOF | Buy | GUGGENHEIM STRATEGIC OPPORTU | $222,029 | -4.9% | 15,012 | +2.2% | 0.03% | 0.0% |
Sell | GENERAL ELECTRIC CO | $219,249 | -32.6% | 1,983 | -33.0% | 0.03% | -29.5% | |
C | Sell | CITIGROUP INC | $218,380 | -26.0% | 5,310 | -17.2% | 0.03% | -22.5% |
REGN | New | REGENERON PHARMACEUTICALS | $221,376 | – | 269 | +100.0% | 0.03% | – |
SPY | New | SPDR S&P 500 ETF TRput | $222,443 | – | 57,500 | +100.0% | 0.03% | – |
SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $220,712 | -9.5% | 1,522 | -4.9% | 0.03% | -6.1% |
FTI | Buy | TECHNIPFMC PLC | $222,255 | +22.7% | 10,927 | +0.2% | 0.03% | +29.2% |
SNA | Sell | SNAP ON INC | $221,563 | -36.5% | 869 | -28.3% | 0.03% | -34.0% |
RYU | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $216,247 | -9.0% | 4,300 | +100.0% | 0.03% | -3.1% |
FLR | New | FLUOR CORP NEW | $214,108 | – | 5,834 | +100.0% | 0.03% | – |
ONEY | SPDR SER TRrussell yield | $212,274 | -4.1% | 2,322 | 0.0% | 0.03% | 0.0% | |
TFC | Sell | TRUIST FINL CORP | $212,405 | -9.0% | 7,424 | -3.4% | 0.03% | -3.2% |
LEN | Buy | LENNAR CORPcl a | $211,554 | -10.4% | 1,885 | +0.1% | 0.03% | -6.2% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $208,220 | -1.9% | 6,277 | -0.3% | 0.03% | 0.0% |
MAR | New | MARRIOTT INTL INC NEWcl a | $203,934 | – | 1,038 | +100.0% | 0.03% | – |
CRWD | New | CROWDSTRIKE HLDGS INCcl a | $201,860 | – | 1,206 | +100.0% | 0.03% | – |
QLD | New | PROSHARES TR | $202,098 | – | 3,405 | +100.0% | 0.03% | – |
New | SHELL PLCspon ads | $206,908 | – | 3,214 | +100.0% | 0.03% | – | |
DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $207,897 | -3.5% | 7,935 | 0.0% | 0.03% | 0.0% | |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $207,253 | +0.7% | 596 | +1.9% | 0.03% | +3.6% |
CME | New | CME GROUP INC | $205,875 | – | 1,028 | +100.0% | 0.03% | – |
WM | Sell | WASTE MGMT INC DEL | $200,409 | -16.0% | 1,315 | -4.4% | 0.03% | -12.5% |
CI | Sell | THE CIGNA GROUP | $200,639 | -2.7% | 701 | -4.6% | 0.03% | 0.0% |
BIL | New | SPDR SER TRbloomberg 1-3 mo | $200,965 | – | 2,189 | +100.0% | 0.03% | – |
SYK | New | STRYKER CORPORATION | $201,127 | – | 736 | +100.0% | 0.03% | – |
FID | Sell | FIRST TR EXCHANGE-TRADED FDs&p intl divid | $201,253 | -16.7% | 13,700 | -12.7% | 0.03% | -15.2% |
SPSK | New | TIDAL ETF TRsp dwjns sukuk | $188,908 | – | 10,863 | +100.0% | 0.03% | – |
SILJ | Buy | ETF MANAGERS TRprime junir slvr | $141,192 | -3.8% | 16,650 | +6.4% | 0.02% | 0.0% |
CRF | Buy | CORNERSTONE TOTAL RETURN FD | $131,513 | +1.6% | 16,460 | +1.8% | 0.02% | +11.8% |
SPPP | Sell | SPROTT PHYSICAL PLAT PALLADunit | $113,085 | -15.9% | 10,500 | -14.6% | 0.02% | -11.1% |
SOFI | Buy | SOFI TECHNOLOGIES INC | $100,211 | +15.1% | 12,542 | +20.1% | 0.01% | +16.7% |
QQQ | New | INVESCO QQQ TRput | $96,137 | – | 17,200 | +100.0% | 0.01% | – |
MTNB | MATINAS BIOPHARMA HLDGS INC | $52,107 | -63.9% | 400,826 | 0.0% | 0.01% | -63.2% | |
ADAP | New | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $24,328 | – | 31,190 | +100.0% | 0.00% | – |
ME | Buy | 23ANDME HOLDING CO | $17,782 | -25.3% | 18,188 | +33.7% | 0.00% | 0.0% |
OTLK | Buy | OUTLOOK THERAPEUTICS INC | $13,260 | -69.5% | 60,000 | +140.0% | 0.00% | -66.7% |
TSLA | New | TESLA INCput | $4,958 | – | 300 | +100.0% | 0.00% | – |
New | VACASA INC | $4,611 | – | 10,000 | +100.0% | 0.00% | – | |
NGD | NEW GOLD INC CDA | $9,101 | -15.7% | 10,000 | 0.0% | 0.00% | 0.0% | |
ISPC | ISPECIMEN INC | $6,510 | -56.6% | 10,500 | 0.0% | 0.00% | -50.0% | |
CANO | Buy | CANO HEALTH INC | $5,072 | -63.5% | 20,000 | +100.0% | 0.00% | -50.0% |
BAC | New | BANK AMERICA CORPput | $175 | – | 500 | +100.0% | 0.00% | – |
EPD | New | ENTERPRISE PRODS PARTNERS Lcall | $1,607 | – | 2,000 | +100.0% | 0.00% | – |
XOM | New | EXXON MOBIL CORPput | $81 | – | 100 | +100.0% | 0.00% | – |
F | New | FORD MTR CO DELcall | $580 | – | 2,000 | +100.0% | 0.00% | – |
AAPL | New | APPLE INCput | $171 | – | 100 | +100.0% | 0.00% | – |
AMZN | New | AMAZON COM INCput | $304 | – | 200 | +100.0% | 0.00% | – |
MPW | New | MEDICAL PPTYS TRUST INCcall | $2,420 | – | 11,000 | +100.0% | 0.00% | – |
NVDA | New | NVIDIA CORPORATIONput | $2,920 | – | 100 | +100.0% | 0.00% | – |
ON | New | ON SEMICONDUCTOR CORPput | $82 | – | 100 | +100.0% | 0.00% | – |
PLTR | New | PALANTIR TECHNOLOGIES INCput | $73 | – | 500 | +100.0% | 0.00% | – |
NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -18,077 | -100.0% | -0.01% | – |
Exit | LUCID GROUP INC | $0 | – | -11,650 | -100.0% | -0.01% | – | |
Exit | WARNER BROS DISCOVERY INC | $0 | – | -12,870 | -100.0% | -0.02% | – | |
FHN | Exit | FIRST HORIZON CORPORATION | $0 | – | -16,642 | -100.0% | -0.02% | – |
FBT | Exit | FIRST TR EXCHANGE-TRADED FDny arca biotech | $0 | – | -1,313 | -100.0% | -0.03% | – |
URA | Exit | GLOBAL X FDSglobal x uranium | $0 | – | -9,237 | -100.0% | -0.03% | – |
GBIL | Exit | GOLDMAN SACHS ETF TRacces treasury | $0 | – | -2,112 | -100.0% | -0.03% | – |
NJR | Exit | NEW JERSEY RES CORP | $0 | – | -4,388 | -100.0% | -0.03% | – |
EDV | Exit | VANGUARD WORLD FDextended dur | $0 | – | -2,370 | -100.0% | -0.03% | – |
TRMB | Exit | TRIMBLE INC | $0 | – | -3,865 | -100.0% | -0.03% | – |
EXR | Exit | EXTRA SPACE STORAGE INC | $0 | – | -1,431 | -100.0% | -0.03% | – |
IAPR | Exit | INNOVATOR ETFS TRintrnl dev aprl | $0 | – | -9,020 | -100.0% | -0.03% | – |
SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -7,500 | -100.0% | -0.03% | – |
DE | Exit | DEERE & CO | $0 | – | -582 | -100.0% | -0.03% | – |
HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -3,139 | -100.0% | -0.03% | – |
FUMB | Exit | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $0 | – | -12,400 | -100.0% | -0.03% | – |
D | Exit | DOMINION ENERGY INC | $0 | – | -4,799 | -100.0% | -0.03% | – |
XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -3,721 | -100.0% | -0.03% | – |
AI | Exit | C3 AI INCcl a | $0 | – | -6,895 | -100.0% | -0.03% | – |
NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -5,159 | -100.0% | -0.04% | – |
FIW | Exit | FIRST TR EXCHANGE TRADED FDwtr etf | $0 | – | -3,031 | -100.0% | -0.04% | – |
IMKTA | Exit | INGLES MKTS INCcl a | $0 | – | -4,681 | -100.0% | -0.05% | – |
LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -8,272 | -100.0% | -0.05% | – |
DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -2,322 | -100.0% | -0.05% | – |
FSLR | Exit | FIRST SOLAR INC | $0 | – | -2,365 | -100.0% | -0.06% | – |
KHC | Exit | KRAFT HEINZ CO | $0 | – | -13,968 | -100.0% | -0.07% | – |
BA | Exit | BOEING CO | $0 | – | -2,444 | -100.0% | -0.07% | – |
CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -909 | -100.0% | -0.26% | – |
Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -43,429 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 12 | Q3 2023 | 4.6% |
SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.4% |
SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.0% |
APPLE INC | 12 | Q3 2023 | 3.7% |
ISHARES TR | 12 | Q3 2023 | 2.9% |
SCHWAB STRATEGIC TR | 12 | Q3 2023 | 2.8% |
SSGA ACTIVE ETF TR | 12 | Q3 2023 | 2.0% |
TESLA INC | 12 | Q3 2023 | 2.4% |
SCHWAB STRATEGIC TR | 12 | Q3 2023 | 1.7% |
ISHARES TR | 12 | Q3 2023 | 1.8% |
View Main Street Financial Solutions, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-03 |
13F-HR | 2023-08-04 |
13F-HR | 2023-04-21 |
13F-HR/A | 2023-02-08 |
13F-HR | 2023-01-30 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-27 |
13F-HR | 2022-04-22 |
View Main Street Financial Solutions, 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.