$344 Million is the total value of TimeScale Financial, Inc.'s 593 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 10.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $94,028,562 | -0.0% | 262,174 | +0.0% | 27.30% | -0.0% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $77,709,089 | +0.0% | 2,762,499 | +0.0% | 22.56% | 0.0% |
| SCHD | SCHWAB US DIVIDEND EQUITY ETFetf | $36,547,666 | -0.0% | 550,168 | 0.0% | 10.61% | 0.0% | |
| IJH | Buy | ISHARES CORE S&P MID-CAP ETFetf | $27,944,198 | +0.0% | 127,448 | +0.0% | 8.11% | 0.0% |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETFetf | $18,642,606 | -0.0% | 832,259 | 0.0% | 5.41% | 0.0% | |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $16,381,952 | -0.0% | 229,471 | 0.0% | 4.76% | 0.0% | |
| IJR | Buy | ISHARES CORE S&P SMALL CAP ETFetf | $12,973,152 | +0.0% | 148,792 | +0.0% | 3.77% | 0.0% |
| EMB | Buy | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $12,964,326 | +0.0% | 163,279 | +0.0% | 3.76% | 0.0% |
| AAPL | APPLE INC COMstock | $6,749,588 | -0.0% | 48,839 | 0.0% | 1.96% | -0.1% | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $2,213,841 | -0.0% | 12,335 | 0.0% | 0.64% | 0.0% | |
| MSFT | MICROSOFT CORP COMstock | $1,429,785 | -0.0% | 6,139 | 0.0% | 0.42% | 0.0% | |
| IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $1,115,417 | +0.0% | 5,653 | +0.0% | 0.32% | 0.0% |
| AMZN | AMAZON COM INC COMstock | $1,030,899 | -0.0% | 9,123 | 0.0% | 0.30% | 0.0% | |
| DHR | DANAHER CORPORATION COMstock | $994,459 | +0.0% | 3,850 | 0.0% | 0.29% | 0.0% | |
| FDS | Buy | FACTSET RESH SYS INC COMstock | $941,282 | +0.0% | 2,353 | +0.0% | 0.27% | 0.0% |
| SCHZ | Buy | SCHWAB US AGGREGATE BOND ETFetf | $877,553 | -0.1% | 19,368 | +0.0% | 0.26% | 0.0% |
| MRNA | MODERNA INC COMstock | $722,271 | +0.0% | 6,108 | 0.0% | 0.21% | 0.0% | |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $664,809 | -0.0% | 8,358 | 0.0% | 0.19% | 0.0% | |
| EAGG | Buy | ISHARES ESG AWARE U.S. AGGREGATE BOND ETFetf | $647,774 | -0.0% | 13,949 | +0.0% | 0.19% | 0.0% |
| IYY | ISHARES DOW JONES U.S. ETFetf | $648,637 | -0.1% | 7,396 | 0.0% | 0.19% | 0.0% | |
| TSLA | TESLA INC COMstock | $633,417 | +0.1% | 2,388 | 0.0% | 0.18% | 0.0% | |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $575,625 | -0.1% | 4,742 | +0.0% | 0.17% | 0.0% |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $515,016 | +0.0% | 5,027 | 0.0% | 0.15% | 0.0% | |
| SPY | SPDR S&P 500 ETFetf | $514,515 | -0.1% | 1,440 | 0.0% | 0.15% | -0.7% | |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $503,808 | -0.0% | 3,991 | +0.0% | 0.15% | 0.0% |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $496,123 | +0.0% | 1,858 | 0.0% | 0.14% | 0.0% | |
| GOOG | ALPHABET INC CAP STK CL Cstock | $473,827 | -0.0% | 4,928 | 0.0% | 0.14% | 0.0% | |
| XOM | EXXON MOBIL CORP COMstock | $443,204 | +0.0% | 5,076 | 0.0% | 0.13% | 0.0% | |
| VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $443,055 | +0.0% | 2,071 | +0.0% | 0.13% | 0.0% |
| ONEM | 1LIFE HEALTHCARE INC COMstock | $433,809 | -0.0% | 25,295 | 0.0% | 0.13% | 0.0% | |
| GOOGL | ALPHABET INC CAP STK CL Astock | $431,286 | +0.1% | 4,509 | 0.0% | 0.12% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW COMreit | $406,507 | -0.1% | 1,893 | 0.0% | 0.12% | 0.0% | |
| CVS | Buy | CVS HEALTH CORP COMstock | $398,239 | +0.1% | 4,176 | +0.0% | 0.12% | 0.0% |
| IWM | ISHARES RUSSELL 2000 ETFetf | $381,183 | +0.0% | 2,311 | 0.0% | 0.11% | 0.0% | |
| MTB | Buy | M & T BK CORP COMstock | $374,112 | +0.0% | 2,122 | +0.0% | 0.11% | 0.0% |
| IBM | INTERNATIONAL BUSINESS MACHS COMstock | $358,352 | +0.1% | 3,016 | 0.0% | 0.10% | 0.0% | |
| GENERAL ELECTRIC CO COM NEWstock | $356,688 | -0.1% | 5,761 | 0.0% | 0.10% | 0.0% | ||
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $335,521 | -0.1% | 4,042 | +0.0% | 0.10% | -1.0% |
| ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $326,491 | +0.2% | 5,817 | +0.0% | 0.10% | 0.0% |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $317,924 | -0.0% | 6,585 | 0.0% | 0.09% | 0.0% | |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETFetf | $302,345 | +0.1% | 5,239 | 0.0% | 0.09% | 0.0% | |
| PFE | PFIZER INC COMstock | $302,787 | -0.1% | 6,919 | 0.0% | 0.09% | 0.0% | |
| T | AT&T INC COMstock | $302,848 | -0.1% | 19,742 | 0.0% | 0.09% | 0.0% | |
| BAC | BK OF AMERICA CORP COMstock | $294,369 | +0.1% | 9,747 | 0.0% | 0.08% | 0.0% | |
| JNJ | JOHNSON & JOHNSON COMstock | $280,511 | -0.2% | 1,717 | 0.0% | 0.08% | -1.2% | |
| MAR | MARRIOTT INTL INC NEW CL Astock | $278,506 | -0.2% | 1,987 | 0.0% | 0.08% | 0.0% | |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $275,631 | -0.1% | 7,581 | +0.0% | 0.08% | 0.0% |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $271,912 | -0.0% | 6,808 | 0.0% | 0.08% | 0.0% | |
| PEP | Buy | PEPSICO INC COMstock | $265,729 | -0.1% | 1,628 | +0.1% | 0.08% | 0.0% |
| VZ | VERIZON COMMUNICATIONS INC COMstock | $263,602 | -0.2% | 6,942 | 0.0% | 0.08% | 0.0% | |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC COMstock | $260,382 | +0.1% | 4,204 | +0.0% | 0.08% | +1.3% |
| SUSB | Buy | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $249,673 | -0.1% | 10,629 | +0.0% | 0.07% | -1.4% |
| MRK | MERCK & CO INC COMstock | $249,530 | -0.2% | 2,897 | 0.0% | 0.07% | -1.4% | |
| ANSS | ANSYS INC COMstock | $239,436 | +0.2% | 1,080 | 0.0% | 0.07% | +1.4% | |
| FB | META PLATFORMS INC CL Astock | $240,425 | +0.2% | 1,772 | 0.0% | 0.07% | 0.0% | |
| MCD | Buy | MCDONALDS CORP COMstock | $235,777 | -0.1% | 1,022 | +0.1% | 0.07% | -1.4% |
| ES | EVERSOURCE ENERGY COMstock | $232,668 | -0.1% | 2,984 | 0.0% | 0.07% | 0.0% | |
| CVX | Buy | CHEVRON CORP NEW COMstock | $230,014 | +0.0% | 1,601 | +0.1% | 0.07% | 0.0% |
| IGSB | Buy | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $232,244 | +0.1% | 4,713 | +0.0% | 0.07% | 0.0% |
| QQQ | INVESCO QQQ TRUSTetf | $228,804 | -0.1% | 856 | 0.0% | 0.07% | 0.0% | |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $221,966 | -0.0% | 9,852 | 0.0% | 0.06% | 0.0% | |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $213,297 | +0.1% | 6,735 | 0.0% | 0.06% | 0.0% | |
| GLW | CORNING INC COMstock | $214,233 | +0.1% | 7,382 | 0.0% | 0.06% | 0.0% | |
| VTV | VANGUARD VALUE INDEX FUNDetf | $215,119 | +0.1% | 1,742 | 0.0% | 0.06% | 0.0% | |
| MO | ALTRIA GROUP INC COMstock | $204,848 | -0.1% | 5,073 | 0.0% | 0.06% | -1.7% | |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $201,575 | -0.2% | 4,544 | 0.0% | 0.06% | 0.0% | |
| IBB | ISHARES BIOTECHNOLOGY ETFetf | $201,217 | +0.1% | 1,720 | 0.0% | 0.06% | 0.0% | |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $191,735 | -0.1% | 2,021 | +0.0% | 0.06% | 0.0% |
| IWR | Buy | ISHARES RUSSELL MIDCAP ETFetf | $189,794 | -0.1% | 3,054 | +0.0% | 0.06% | 0.0% |
| SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $186,735 | -0.1% | 7,238 | +0.0% | 0.05% | 0.0% |
| TJX | TJX COS INC NEW COMstock | $185,317 | +0.2% | 2,983 | 0.0% | 0.05% | 0.0% | |
| GLD | SPDR GOLD SHARESetf | $186,996 | -0.0% | 1,209 | 0.0% | 0.05% | 0.0% | |
| SBUX | Buy | STARBUCKS CORP COMstock | $183,986 | -0.0% | 2,184 | +0.0% | 0.05% | 0.0% |
| VXF | VANGUARD EXTENDED MARKET ETFetf | $180,380 | +0.2% | 1,419 | 0.0% | 0.05% | 0.0% | |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $172,001 | +0.0% | 4,714 | +0.0% | 0.05% | 0.0% |
| MINT | Buy | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $172,879 | -0.1% | 1,749 | +0.1% | 0.05% | 0.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $168,047 | +0.0% | 2,053 | +0.0% | 0.05% | 0.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $163,880 | -0.1% | 1,896 | +0.1% | 0.05% | 0.0% |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $160,581 | -0.3% | 1,188 | 0.0% | 0.05% | 0.0% | |
| LRCX | LAM RESEARCH CORP COMstock | $160,720 | -0.2% | 439 | 0.0% | 0.05% | 0.0% | |
| VB | VANGUARD SMALL-CAP ETFetf | $155,027 | +0.0% | 907 | 0.0% | 0.04% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC COMstock | $153,274 | +0.2% | 737 | 0.0% | 0.04% | 0.0% | |
| BND | VANGUARD TOTAL BOND MARKET ETFetf | $151,233 | +0.2% | 2,120 | 0.0% | 0.04% | 0.0% | |
| AOM | ISHARES MODERATE ALLOCATION FUNDetf | $149,043 | +0.0% | 4,071 | 0.0% | 0.04% | 0.0% | |
| AOR | ISHARES GROWTH ALLOCATION FUNDetf | $148,273 | +0.2% | 3,311 | 0.0% | 0.04% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP COMstock | $147,643 | -0.2% | 2,054 | 0.0% | 0.04% | 0.0% | |
| CMCSA | COMCAST CORP NEW CL Astock | $147,155 | +0.1% | 5,017 | 0.0% | 0.04% | 0.0% | |
| BOND | PIMCO ACTIVE BOND ETFetf | $149,047 | +0.0% | 1,661 | 0.0% | 0.04% | 0.0% | |
| DIS | DISNEY WALT CO COMstock | $145,457 | +0.3% | 1,542 | 0.0% | 0.04% | 0.0% | |
| MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $145,844 | -0.1% | 977 | +0.1% | 0.04% | 0.0% |
| AOA | ISHARES CORE AGGRESSIVE ALLOCATION ETFetf | $146,284 | +0.2% | 2,638 | 0.0% | 0.04% | 0.0% | |
| UNP | Buy | UNION PAC CORP COMstock | $143,318 | +0.2% | 736 | +0.1% | 0.04% | 0.0% |
| HON | HONEYWELL INTL INC COMstock | $142,125 | +0.1% | 851 | 0.0% | 0.04% | 0.0% | |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $131,213 | +0.2% | 1,421 | +0.1% | 0.04% | 0.0% |
| ACN | ACCENTURE PLC IRELAND SHS CLASS Astock | $129,422 | +0.3% | 503 | 0.0% | 0.04% | +2.7% | |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $127,326 | +0.3% | 388 | +0.3% | 0.04% | 0.0% |
| HD | Buy | HOME DEPOT INC COMstock | $119,933 | -0.1% | 435 | +0.2% | 0.04% | 0.0% |
| PKI | PERKINELMER INC COMstock | $119,507 | -0.4% | 993 | 0.0% | 0.04% | 0.0% | |
| ABT | ABBOTT LABS COMstock | $120,859 | -0.1% | 1,249 | 0.0% | 0.04% | 0.0% | |
| VOE | VANGUARD MID-CAP VALUE ETFetf | $118,741 | -0.2% | 975 | 0.0% | 0.03% | -2.9% | |
| V | VISA INC COM CL Astock | $115,375 | +0.3% | 649 | 0.0% | 0.03% | 0.0% | |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $113,758 | -0.2% | 1,089 | +0.1% | 0.03% | 0.0% |
| CSCO | CISCO SYS INC COMstock | $113,020 | +0.0% | 2,825 | 0.0% | 0.03% | 0.0% | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $112,066 | +0.1% | 2,008 | 0.0% | 0.03% | 0.0% | |
| CTAS | Buy | CINTAS CORP COMstock | $114,886 | -0.1% | 296 | +0.3% | 0.03% | 0.0% |
| RJF | RAYMOND JAMES FINL INC COMstock | $110,892 | -0.1% | 1,122 | 0.0% | 0.03% | 0.0% | |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $109,491 | +0.5% | 1,997 | +0.1% | 0.03% | 0.0% |
| AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $106,891 | -0.1% | 1,110 | +0.1% | 0.03% | 0.0% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $105,286 | +0.3% | 223 | +0.5% | 0.03% | +3.3% |
| SDY | Buy | SPDR S&P DIVIDEND ETFetf | $104,921 | -0.1% | 941 | +0.1% | 0.03% | 0.0% |
| FTV | FORTIVE CORP COMstock | $102,900 | -0.1% | 1,765 | 0.0% | 0.03% | 0.0% | |
| ANTM | Buy | ELEVANCE HEALTH INC COMstock | $102,579 | -0.4% | 226 | +0.4% | 0.03% | 0.0% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW COMstock | $97,711 | -0.3% | 751 | +0.1% | 0.03% | 0.0% |
| PSA | PUBLIC STORAGE COMreit | $96,676 | -0.3% | 330 | 0.0% | 0.03% | 0.0% | |
| TMUS | T-MOBILE US INC COMstock | $96,066 | +0.1% | 716 | 0.0% | 0.03% | 0.0% | |
| SLF | SUN LIFE FINANCIAL INC. COMstock | $94,947 | -0.1% | 2,388 | 0.0% | 0.03% | 0.0% | |
| AMGN | AMGEN INC COMstock | $93,619 | -0.4% | 415 | 0.0% | 0.03% | 0.0% | |
| ACWI | ISHARES MSCI ACWI ETFetf | $94,128 | +0.1% | 1,209 | 0.0% | 0.03% | 0.0% | |
| ABBV | Buy | ABBVIE INC COMstock | $88,650 | -0.4% | 661 | +0.2% | 0.03% | 0.0% |
| SMG | Buy | SCOTTS MIRACLE-GRO CO CL Astock | $89,039 | +0.0% | 2,083 | +0.0% | 0.03% | 0.0% |
| AKAM | AKAMAI TECHNOLOGIES INC COMstock | $88,914 | -0.1% | 1,107 | 0.0% | 0.03% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS COMstock | $84,731 | -0.3% | 123 | 0.0% | 0.02% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRUSTetf | $84,750 | -0.3% | 211 | 0.0% | 0.02% | 0.0% | |
| TD | TORONTO DOMINION BK ONT COM NEWstock | $81,937 | -0.1% | 1,336 | 0.0% | 0.02% | 0.0% | |
| INTC | Buy | INTEL CORP COMstock | $82,170 | +0.2% | 3,189 | +0.0% | 0.02% | 0.0% |
| NKE | Buy | NIKE INC CL Bstock | $76,219 | +0.3% | 917 | +0.1% | 0.02% | 0.0% |
| ESGE | ISHARES MSCI EM ESG SELECT ETFetf | $77,368 | +0.5% | 2,796 | 0.0% | 0.02% | 0.0% | |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $76,056 | +0.1% | 951 | 0.0% | 0.02% | 0.0% | |
| KO | Buy | COCA COLA CO COMstock | $72,977 | -0.0% | 1,303 | +0.1% | 0.02% | 0.0% |
| AMAT | APPLIED MATLS INC COMstock | $67,206 | +0.3% | 820 | 0.0% | 0.02% | +5.3% | |
| BHP | Buy | BHP GROUP LTD SPONSORED ADSadr | $68,348 | +0.5% | 1,366 | +0.1% | 0.02% | 0.0% |
| EBC | EASTERN BANKSHARES INC COMstock | $69,175 | +0.3% | 3,522 | 0.0% | 0.02% | 0.0% | |
| FTHI | FIRST TRUST BUYWRITE INCOME ETFetf | $68,044 | +0.1% | 3,686 | 0.0% | 0.02% | 0.0% | |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $70,409 | +0.6% | 518 | +0.2% | 0.02% | 0.0% |
| A | Buy | AGILENT TECHNOLOGIES INC COMstock | $66,472 | +0.7% | 547 | +0.2% | 0.02% | 0.0% |
| COP | Buy | CONOCOPHILLIPS COMstock | $66,104 | +0.2% | 646 | +0.2% | 0.02% | 0.0% |
| VIVO | Buy | MERIDIAN BIOSCIENCE INC COMstock | $65,068 | +0.1% | 2,064 | +0.0% | 0.02% | 0.0% |
| MPC | Buy | MARATHON PETE CORP COMstock | $61,442 | +0.7% | 619 | +0.2% | 0.02% | 0.0% |
| ISRG | INTUITIVE SURGICAL INC COM NEWstock | $61,480 | +0.8% | 328 | 0.0% | 0.02% | 0.0% | |
| IUSV | Buy | ISHARES CORE S&P US VALUE ETFetf | $63,083 | +0.1% | 1,008 | +0.1% | 0.02% | 0.0% |
| ORCL | ORACLE CORP COMstock | $62,009 | +0.0% | 1,015 | 0.0% | 0.02% | 0.0% | |
| FDX | FEDEX CORP COMstock | $57,910 | -0.2% | 390 | 0.0% | 0.02% | 0.0% | |
| LMT | LOCKHEED MARTIN CORP COMstock | $59,108 | +0.2% | 153 | 0.0% | 0.02% | 0.0% | |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $54,780 | -0.4% | 1,786 | 0.0% | 0.02% | 0.0% | |
| STT | Buy | STATE STR CORP COMstock | $53,927 | -0.1% | 887 | +0.1% | 0.02% | 0.0% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $53,947 | -0.1% | 349 | +0.3% | 0.02% | 0.0% |
| PXD | PIONEER NAT RES CO COMstock | $56,514 | -0.9% | 261 | 0.0% | 0.02% | -5.9% | |
| AXP | AMERICAN EXPRESS CO COMstock | $54,913 | -0.2% | 407 | 0.0% | 0.02% | 0.0% | |
| NOW | SERVICENOW INC COMstock | $56,642 | -0.6% | 150 | 0.0% | 0.02% | -5.9% | |
| WMT | Buy | WALMART INC COMstock | $54,196 | +0.4% | 418 | +0.2% | 0.02% | 0.0% |
| ROK | ROCKWELL AUTOMATION INC COMstock | $55,818 | -0.3% | 259 | 0.0% | 0.02% | 0.0% | |
| F | FORD MTR CO DEL COMstock | $53,437 | +0.8% | 4,771 | 0.0% | 0.02% | +6.7% | |
| ED | CONSOLIDATED EDISON INC COMstock | $53,624 | -0.7% | 625 | 0.0% | 0.02% | 0.0% | |
| WARNER BROS DISCOVERY INC COM SER Astock | $55,200 | +0.4% | 4,800 | 0.0% | 0.02% | 0.0% | ||
| CAT | CATERPILLAR INC COMstock | $50,232 | +0.5% | 306 | 0.0% | 0.02% | 0.0% | |
| ICLN | Buy | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $50,697 | -0.6% | 2,656 | +0.0% | 0.02% | 0.0% |
| EW | EDWARDS LIFESCIENCES CORP COMstock | $51,561 | -0.8% | 624 | 0.0% | 0.02% | 0.0% | |
| MU | MICRON TECHNOLOGY INC COMstock | $50,303 | +0.6% | 1,004 | 0.0% | 0.02% | 0.0% | |
| ICLR | ICON PLC SHSstock | $51,642 | -0.7% | 281 | 0.0% | 0.02% | 0.0% | |
| SLV | ISHARES SILVER TRUSTetf | $52,500 | -0.9% | 3,000 | 0.0% | 0.02% | 0.0% | |
| AOK | Buy | ISHARES CORE CONSERVATIVE ALLOCATION ETFetf | $51,440 | +0.9% | 1,577 | +0.1% | 0.02% | 0.0% |
| VO | Buy | VANGUARD MID-CAP INDEX FUNDetf | $52,178 | +0.3% | 278 | +0.4% | 0.02% | 0.0% |
| DUK | DUKE ENERGY CORP NEW COM NEWstock | $48,012 | +0.0% | 516 | 0.0% | 0.01% | 0.0% | |
| EMXC | Buy | ISHARES MSCI EMERGING MARKETS EX CHINA ETFetf | $48,294 | +0.6% | 1,091 | +0.1% | 0.01% | 0.0% |
| ACWX | ISHARES MSCI ACWI EX U.S. ETFetf | $47,252 | +0.5% | 1,181 | 0.0% | 0.01% | 0.0% | |
| PSX | Buy | PHILLIPS 66 COMstock | $44,216 | +0.5% | 548 | +0.2% | 0.01% | 0.0% |
| BMY | BRISTOL-MYERS SQUIBB CO COMstock | $45,576 | -0.9% | 641 | 0.0% | 0.01% | 0.0% | |
| BX | BLACKSTONE INC COMstock | $45,708 | -0.6% | 546 | 0.0% | 0.01% | 0.0% | |
| BDX | BECTON DICKINSON & CO COMstock | $44,191 | +0.4% | 198 | 0.0% | 0.01% | 0.0% | |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $43,659 | -0.8% | 1,407 | +0.1% | 0.01% | 0.0% |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $43,767 | -0.5% | 208 | 0.0% | 0.01% | 0.0% | |
| D | Buy | DOMINION ENERGY INC COMstock | $40,960 | -0.1% | 593 | +0.2% | 0.01% | 0.0% |
| HBAN | HUNTINGTON BANCSHARES INC COMstock | $41,807 | -0.5% | 3,172 | 0.0% | 0.01% | 0.0% | |
| ETR | ENTERGY CORP NEW COMstock | $41,401 | +1.0% | 411 | 0.0% | 0.01% | 0.0% | |
| MET | Buy | METLIFE INC COMstock | $37,308 | +0.8% | 614 | +0.2% | 0.01% | 0.0% |
| CIEN | CIENA CORP COM NEWstock | $38,287 | +0.8% | 947 | 0.0% | 0.01% | 0.0% | |
| SIRI | Buy | SIRIUS XM HOLDINGS INC COMstock | $36,550 | -1.2% | 6,401 | +0.0% | 0.01% | 0.0% |
| CRM | SALESFORCE INC COMstock | $37,974 | -0.1% | 264 | 0.0% | 0.01% | 0.0% | |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $38,719 | -0.7% | 240 | +0.4% | 0.01% | 0.0% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $37,847 | -0.4% | 797 | +0.1% | 0.01% | 0.0% |
| EPD | ENTERPRISE PRODS PARTNERS L P COMstock | $35,390 | +1.1% | 1,488 | 0.0% | 0.01% | 0.0% | |
| TIP | ISHARES TIPS BOND ETFetf | $33,922 | -0.2% | 323 | 0.0% | 0.01% | 0.0% | |
| LLY | LILLY ELI & CO COMstock | $35,245 | +0.7% | 109 | 0.0% | 0.01% | 0.0% | |
| DRAFTKINGS INC NEW COM CL Astock | $34,701 | -0.9% | 2,292 | 0.0% | 0.01% | 0.0% | ||
| MRVL | MARVELL TECHNOLOGY INC COMstock | $34,331 | +1.0% | 800 | 0.0% | 0.01% | 0.0% | |
| IHAK | ISHARES CYBERSECURITY AND TECH ETFetf | $33,839 | -0.5% | 996 | 0.0% | 0.01% | 0.0% | |
| PRU | PRUDENTIAL FINL INC COMstock | $32,184 | +0.6% | 375 | 0.0% | 0.01% | 0.0% | |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEWstock | $30,280 | +0.9% | 500 | 0.0% | 0.01% | 0.0% | |
| MA | MASTERCARD INCORPORATED CL Astock | $30,140 | +0.5% | 106 | 0.0% | 0.01% | 0.0% | |
| NUSC | Buy | NUVEEN ESG SMALL-CAP ETFetf | $30,646 | -1.1% | 956 | +0.1% | 0.01% | 0.0% |
| ETN | EATON CORP PLC SHSstock | $32,406 | +1.3% | 243 | 0.0% | 0.01% | 0.0% | |
| WEN | Buy | WENDYS CO COMstock | $30,951 | -0.2% | 1,656 | +0.1% | 0.01% | 0.0% |
| HOG | HARLEY DAVIDSON INC COMstock | $32,377 | +1.2% | 928 | 0.0% | 0.01% | 0.0% | |
| PAVE | Buy | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $30,226 | +0.8% | 1,311 | +0.1% | 0.01% | 0.0% |
| HPQ | Buy | HP INC COMstock | $31,647 | -1.1% | 1,270 | +0.1% | 0.01% | 0.0% |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $27,903 | -0.3% | 422 | 0.0% | 0.01% | 0.0% | |
| AES | AES CORP COMstock | $28,999 | -0.0% | 1,283 | 0.0% | 0.01% | 0.0% | |
| TEL | TE CONNECTIVITY LTD SHSstock | $26,049 | +0.2% | 236 | 0.0% | 0.01% | 0.0% | |
| ECL | ECOLAB INC COMstock | $28,785 | -0.7% | 199 | 0.0% | 0.01% | 0.0% | |
| SO | SOUTHERN CO COMstock | $27,283 | +1.0% | 401 | 0.0% | 0.01% | 0.0% | |
| SOFI | SOFI TECHNOLOGIES INC COMstock | $26,254 | +1.0% | 5,380 | 0.0% | 0.01% | 0.0% | |
| IRBO | ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETFetf | $26,673 | -1.2% | 1,119 | 0.0% | 0.01% | 0.0% | |
| PYPL | PAYPAL HLDGS INC COMstock | $28,920 | -0.3% | 336 | 0.0% | 0.01% | 0.0% | |
| HOLX | HOLOGIC INC COMstock | $26,840 | -0.6% | 416 | 0.0% | 0.01% | 0.0% | |
| BIIB | BIOGEN INC COMstock | $27,768 | -0.8% | 104 | 0.0% | 0.01% | 0.0% | |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $27,929 | -0.3% | 499 | +0.2% | 0.01% | 0.0% |
| BRKL | BROOKLINE BANCORP INC DEL COMstock | $24,913 | -0.3% | 2,138 | 0.0% | 0.01% | 0.0% | |
| ORI | OLD REP INTL CORP COMstock | $23,928 | -0.3% | 1,143 | 0.0% | 0.01% | 0.0% | |
| ALL | ALLSTATE CORP COMstock | $24,159 | +0.7% | 194 | 0.0% | 0.01% | 0.0% | |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $23,726 | -1.1% | 590 | +0.2% | 0.01% | 0.0% |
| UNH | UNITEDHEALTH GROUP INC COMstock | $24,747 | -1.0% | 49 | 0.0% | 0.01% | 0.0% | |
| IYW | Buy | ISHARES U.S. TECHNOLOGY ETFetf | $24,790 | -0.8% | 338 | +0.3% | 0.01% | 0.0% |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COMstock | $25,104 | +0.4% | 206 | 0.0% | 0.01% | 0.0% | |
| WPC | WP CAREY INC COMreit | $24,081 | +0.3% | 345 | 0.0% | 0.01% | 0.0% | |
| SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $24,002 | +0.0% | 567 | +0.2% | 0.01% | 0.0% |
| CGNX | COGNEX CORP COMstock | $25,088 | +0.4% | 605 | 0.0% | 0.01% | 0.0% | |
| NEM | Buy | NEWMONT CORP COMstock | $24,921 | -0.3% | 593 | +0.2% | 0.01% | 0.0% |
| KHC | Buy | KRAFT HEINZ CO COMstock | $23,406 | +1.8% | 702 | +0.1% | 0.01% | 0.0% |
| BSV | Buy | VANGUARD SHORT-TERM BOND ETFetf | $23,267 | +1.2% | 311 | +0.3% | 0.01% | 0.0% |
| DTE | Buy | DTE ENERGY CO COMstock | $24,590 | -1.6% | 214 | +0.5% | 0.01% | 0.0% |
| BKH | Buy | BLACK HILLS CORP COMstock | $22,339 | +1.5% | 330 | +0.3% | 0.01% | 0.0% |
| CTXS | CITRIX SYS INC COMstock | $21,215 | +1.0% | 204 | 0.0% | 0.01% | 0.0% | |
| QSR | RESTAURANT BRANDS INTL INC COMstock | $21,059 | +0.3% | 396 | 0.0% | 0.01% | 0.0% | |
| PENN | PENN ENTERTAINMENT INC COMstock | $19,312 | +1.6% | 702 | 0.0% | 0.01% | 0.0% | |
| SYK | STRYKER CORPORATION COMstock | $19,900 | -0.5% | 98 | 0.0% | 0.01% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INC CL Astock | $22,301 | +1.4% | 2,743 | 0.0% | 0.01% | 0.0% | |
| IYE | ISHARES U.S. ENERGY ETFetf | $19,537 | -2.3% | 497 | 0.0% | 0.01% | 0.0% | |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $20,854 | -0.7% | 360 | 0.0% | 0.01% | 0.0% | |
| VMW | VMWARE INC CL A COMstock | $21,718 | -1.3% | 204 | 0.0% | 0.01% | 0.0% | |
| TIPZ | Buy | PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUNDetf | $20,509 | -2.3% | 386 | +0.3% | 0.01% | 0.0% |
| SRCL | STERICYCLE INC COMstock | $21,476 | +2.3% | 510 | 0.0% | 0.01% | 0.0% | |
| CI | CIGNA CORP NEW COMstock | $16,421 | +2.6% | 59 | 0.0% | 0.01% | 0.0% | |
| WH | WYNDHAM HOTELS & RESORTS INC COMstock | $17,792 | -1.2% | 290 | 0.0% | 0.01% | 0.0% | |
| PEJ | INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETFetf | $18,413 | +2.3% | 531 | 0.0% | 0.01% | 0.0% | |
| HUBS | HUBSPOT INC COMstock | $18,368 | +2.0% | 68 | 0.0% | 0.01% | 0.0% | |
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $17,606 | -2.2% | 505 | +0.2% | 0.01% | 0.0% |
| ALTG | ALTA EQUIPMENT GROUP INC COMMON STOCKstock | $16,596 | -2.4% | 1,507 | 0.0% | 0.01% | 0.0% | |
| PHILLIPS EDISON & CO INC COMMON STOCKreit | $18,681 | -1.7% | 666 | 0.0% | 0.01% | -16.7% | ||
| TGT | TARGET CORP COMstock | $18,016 | +0.1% | 121 | 0.0% | 0.01% | 0.0% | |
| AVGO | BROADCOM INC COMstock | $16,986 | -0.1% | 38 | 0.0% | 0.01% | 0.0% | |
| HDV | ISHARES CORE HIGH DIVIDEND ETFetf | $17,528 | -2.6% | 192 | 0.0% | 0.01% | 0.0% | |
| FE | FIRSTENERGY CORP COMstock | $16,472 | +3.0% | 445 | 0.0% | 0.01% | 0.0% | |
| BTO | HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEWcef | $17,015 | +0.1% | 539 | 0.0% | 0.01% | 0.0% | |
| MDT | MEDTRONIC PLC SHSstock | $15,666 | -2.1% | 194 | 0.0% | 0.01% | 0.0% | |
| UTL | UNITIL CORP COMstock | $16,725 | -1.6% | 360 | 0.0% | 0.01% | 0.0% | |
| CPK | Buy | CHESAPEAKE UTILS CORP COMstock | $18,341 | +1.9% | 159 | +0.6% | 0.01% | 0.0% |
| SQ | BLOCK INC CL Astock | $16,497 | +3.1% | 300 | 0.0% | 0.01% | 0.0% | |
| ABNB | AIRBNB INC COM CL Astock | $13,235 | +1.8% | 126 | 0.0% | 0.00% | 0.0% | |
| SHOP | SHOPIFY INC CL Astock | $12,123 | +1.0% | 450 | 0.0% | 0.00% | +33.3% | |
| EXC | EXELON CORP COMstock | $12,928 | -0.6% | 345 | 0.0% | 0.00% | 0.0% | |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $13,222 | +1.7% | 436 | +0.2% | 0.00% | 0.0% |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $12,622 | -2.9% | 100 | 0.0% | 0.00% | 0.0% | |
| ALNY | ALNYLAM PHARMACEUTICALS INC COMstock | $15,012 | +0.1% | 75 | 0.0% | 0.00% | 0.0% | |
| CRUS | CIRRUS LOGIC INC COMstock | $13,760 | -1.7% | 200 | 0.0% | 0.00% | 0.0% | |
| SPMD | Buy | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $13,680 | -2.3% | 355 | +0.3% | 0.00% | 0.0% |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETFetf | $13,292 | +2.2% | 43 | 0.0% | 0.00% | 0.0% | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $12,570 | -3.3% | 169 | 0.0% | 0.00% | 0.0% | |
| CME | CME GROUP INC COMstock | $12,930 | -0.5% | 73 | 0.0% | 0.00% | 0.0% | |
| BAM | BROOKFIELD ASSET MGMT INC CL A LTD VT SHstock | $14,352 | +2.5% | 351 | 0.0% | 0.00% | 0.0% | |
| AXON | AXON ENTERPRISE INC COMstock | $13,311 | +2.4% | 115 | 0.0% | 0.00% | 0.0% | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $12,487 | +4.1% | 130 | 0.0% | 0.00% | +33.3% | |
| ABC | AMERISOURCEBERGEN CORP COMstock | $14,074 | +0.5% | 104 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC SPONSORED ADRadr | $12,942 | -0.4% | 236 | 0.0% | 0.00% | 0.0% | |
| IYH | ISHARES U.S. HEALTHCARE ETFetf | $12,971 | -0.2% | 51 | 0.0% | 0.00% | 0.0% | |
| IYK | Buy | ISHARES U.S. CONSUMER STAPLES ETFetf | $13,994 | -0.0% | 78 | +1.3% | 0.00% | 0.0% |
| WCLD | WISDOMTREE CLOUD COMPUTING FUNDetf | $12,482 | +4.0% | 468 | 0.0% | 0.00% | +33.3% | |
| NVS | NOVARTIS AG SPONSORED ADRadr | $15,202 | +1.3% | 200 | 0.0% | 0.00% | 0.0% | |
| PNC | PNC FINL SVCS GROUP INC COMstock | $14,355 | +2.5% | 96 | 0.0% | 0.00% | 0.0% | |
| K | Buy | KELLOGG CO COMstock | $15,232 | +1.5% | 219 | +0.5% | 0.00% | 0.0% |
| ON | ON SEMICONDUCTOR CORP COMstock | $12,466 | +3.9% | 200 | 0.0% | 0.00% | +33.3% | |
| SYY | Buy | SYSCO CORP COMstock | $13,840 | -1.1% | 196 | +0.5% | 0.00% | 0.0% |
| SNPS | SYNOPSYS INC COMstock | $10,082 | +0.8% | 33 | 0.0% | 0.00% | 0.0% | |
| NGG | Buy | NATIONAL GRID PLC SPONSORED ADR NEadr | $10,397 | +4.0% | 202 | +0.5% | 0.00% | 0.0% |
| WOPEY | WOODSIDE ENERGY GROUP LTD SPONSORED ADRadr | $9,274 | +3.0% | 460 | 0.0% | 0.00% | 0.0% | |
| PROSHARES ULTRASHORT S&P 500etf | $10,368 | +3.7% | 190 | 0.0% | 0.00% | 0.0% | ||
| PHO | Buy | INVESCO WATER RESOURCES ETFetf | $9,226 | +2.5% | 202 | +0.5% | 0.00% | 0.0% |
| NEE | NEXTERA ENERGY INC COMstock | $10,193 | +1.9% | 130 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC COMstock | $9,367 | +4.1% | 126 | 0.0% | 0.00% | 0.0% | |
| ZTS | ZOETIS INC CL Astock | $8,749 | -2.8% | 59 | 0.0% | 0.00% | 0.0% | |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $10,899 | -0.9% | 136 | +0.7% | 0.00% | 0.0% |
| ROP | ROPER TECHNOLOGIES INC COMstock | $9,710 | -2.9% | 27 | 0.0% | 0.00% | 0.0% | |
| SPGI | S&P GLOBAL INC COMstock | $10,439 | +4.4% | 34 | 0.0% | 0.00% | 0.0% | |
| AON | AON PLC SHS CL Astock | $11,786 | -1.8% | 44 | 0.0% | 0.00% | 0.0% | |
| TRV | TRAVELERS COMPANIES INC COMstock | $11,805 | -1.6% | 77 | 0.0% | 0.00% | 0.0% | |
| Buy | CONSTELLATION ENERGY CORP COMstock | $9,381 | +4.2% | 113 | +0.9% | 0.00% | 0.0% | |
| ORLY | OREILLY AUTOMOTIVE INC COMstock | $10,550 | -4.1% | 15 | 0.0% | 0.00% | 0.0% | |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $11,966 | -0.3% | 235 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP COMstock | $9,124 | +1.4% | 404 | 0.0% | 0.00% | 0.0% | |
| ADBE | ADOBE SYSTEMS INCORPORATED COMstock | $11,834 | -1.4% | 43 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP COMstock | $10,530 | -4.3% | 672 | 0.0% | 0.00% | 0.0% | |
| MMM | 3M CO COMstock | $9,322 | +3.6% | 84 | 0.0% | 0.00% | 0.0% | |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $12,049 | +0.4% | 209 | 0.0% | 0.00% | 0.0% | |
| OLN | OLIN CORP COM PAR $1stock | $10,506 | -4.5% | 245 | 0.0% | 0.00% | 0.0% | |
| EVRG | Buy | EVERGY INC COMstock | $9,485 | +5.4% | 160 | +0.6% | 0.00% | 0.0% |
| LUMN | LUMEN TECHNOLOGIES INC COMstock | $12,042 | +0.4% | 1,654 | 0.0% | 0.00% | 0.0% | |
| IBMK | Buy | ISHARES IBONDS DEC 2022 TERM MUNI BOND ETFetf | $10,322 | +3.2% | 399 | +0.3% | 0.00% | 0.0% |
| SHW | SHERWIN WILLIAMS CO COMstock | $9,214 | +2.4% | 45 | 0.0% | 0.00% | 0.0% | |
| PAYC | PAYCOM SOFTWARE INC COMstock | $9,570 | -4.3% | 29 | 0.0% | 0.00% | 0.0% | |
| LULU | LULULEMON ATHLETICA INC COMstock | $10,344 | +3.4% | 37 | 0.0% | 0.00% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC COMstock | $11,656 | -2.9% | 92 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC COMstock | $9,906 | -0.9% | 267 | 0.0% | 0.00% | 0.0% | |
| ABB | ABB LTD SPONSORED ADRadr | $8,724 | -3.1% | 340 | 0.0% | 0.00% | 0.0% | |
| ALGN | ALIGN TECHNOLOGY INC COMstock | $11,391 | +3.6% | 55 | 0.0% | 0.00% | 0.0% | |
| EPC | Buy | EDGEWELL PERS CARE CO COMstock | $9,262 | +2.9% | 248 | +0.4% | 0.00% | 0.0% |
| DOV | DOVER CORP COMstock | $9,326 | +3.6% | 80 | 0.0% | 0.00% | 0.0% | |
| ETG | EATON VANCE TX ADV GLBL DIV FD COMcef | $9,054 | +0.6% | 600 | 0.0% | 0.00% | 0.0% | |
| DD | Buy | DUPONT DE NEMOURS INC COMstock | $10,875 | -1.1% | 216 | +0.5% | 0.00% | 0.0% |
| DELL | Buy | DELL TECHNOLOGIES INC CL Cstock | $11,576 | -3.5% | 339 | +0.3% | 0.00% | 0.0% |
| IYJ | Buy | ISHARES U.S. INDUSTRIALS ETFetf | $9,844 | -1.6% | 118 | +0.9% | 0.00% | 0.0% |
| WAB | Buy | WABTEC COMstock | $11,511 | -4.1% | 142 | +0.7% | 0.00% | 0.0% |
| DOW | Buy | DOW INC COMstock | $10,893 | -1.0% | 248 | +0.4% | 0.00% | 0.0% |
| WEC | WEC ENERGY GROUP INC COMstock | $11,726 | -2.3% | 131 | 0.0% | 0.00% | 0.0% | |
| ADP | AUTOMATIC DATA PROCESSING INC COMstock | $11,083 | +0.8% | 49 | 0.0% | 0.00% | 0.0% | |
| VNT | VONTIER CORPORATION COMstock | $11,797 | -1.7% | 706 | 0.0% | 0.00% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $8,686 | -3.5% | 30 | 0.0% | 0.00% | 0.0% | |
| OGE | Buy | OGE ENERGY CORP COMstock | $5,854 | -2.4% | 161 | +0.6% | 0.00% | 0.0% |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $5,439 | +8.8% | 68 | 0.0% | 0.00% | +100.0% | |
| AVY | AVERY DENNISON CORP COMstock | $5,857 | -2.4% | 36 | 0.0% | 0.00% | 0.0% | |
| BB | BLACKBERRY LTD COMstock | $7,703 | -3.7% | 1,639 | 0.0% | 0.00% | 0.0% | |
| BLK | BLACKROCK INC COMstock | $7,704 | -3.7% | 14 | 0.0% | 0.00% | 0.0% | |
| BA | BOEING CO COMstock | $8,476 | +6.0% | 70 | 0.0% | 0.00% | 0.0% | |
| SAM | BOSTON BEER INC CL Astock | $5,826 | -2.9% | 18 | 0.0% | 0.00% | 0.0% | |
| CAG | CONAGRA BRANDS INC COMstock | $8,386 | +4.8% | 257 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC COMstock | $7,780 | -2.8% | 136 | 0.0% | 0.00% | 0.0% | |
| CCI | CROWN CASTLE INC COMreit | $6,216 | +3.6% | 43 | 0.0% | 0.00% | 0.0% | |
| DTM | DT MIDSTREAM INC COMMON STOCKstock | $5,397 | +7.9% | 104 | 0.0% | 0.00% | +100.0% | |
| DE | DEERE & CO COMstock | $8,127 | +1.6% | 24 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL COM NEWstock | $6,285 | +4.8% | 224 | 0.0% | 0.00% | 0.0% | |
| ETB | EATON VANCE TAX MNGED BUY WRIT COMcef | $7,001 | +0.0% | 530 | 0.0% | 0.00% | 0.0% | |
| EBAY | Buy | EBAY INC. COMstock | $5,700 | -5.0% | 155 | +0.6% | 0.00% | 0.0% |
| EMR | EMERSON ELEC CO COMstock | $8,449 | +5.6% | 115 | 0.0% | 0.00% | 0.0% | |
| ENR | ENERGIZER HLDGS INC NEW COMstock | $6,571 | -6.1% | 261 | 0.0% | 0.00% | 0.0% | |
| FRC | FIRST REP BK SAN FRANCISCO CAL COMstock | $7,572 | -5.4% | 58 | 0.0% | 0.00% | 0.0% | |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETFetf | $6,277 | +4.6% | 186 | 0.0% | 0.00% | 0.0% | |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC INC COMstock | $7,515 | -6.1% | 140 | +0.7% | 0.00% | 0.0% |
| FCX | FREEPORT-MCMORAN INC CL Bstock | $6,067 | +1.1% | 222 | 0.0% | 0.00% | 0.0% | |
| GAB | GABELLI EQUITY TR INC COMcef | $8,372 | +4.6% | 1,522 | 0.0% | 0.00% | 0.0% | |
| GALT | GALECTIN THERAPEUTICS INC COM NEWstock | $6,390 | +6.5% | 3,920 | 0.0% | 0.00% | 0.0% | |
| GM | Buy | GENERAL MTRS CO COMstock | $7,365 | +5.2% | 230 | +0.4% | 0.00% | 0.0% |
| GINKGO BIOWORKS HOLDINGS INC CL A SHSstock | $6,050 | +0.8% | 1,939 | 0.0% | 0.00% | 0.0% | ||
| INDB | INDEPENDENT BK CORP MASS COMstock | $7,826 | -2.2% | 105 | 0.0% | 0.00% | 0.0% | |
| INTU | INTUIT COMstock | $6,584 | -5.9% | 17 | 0.0% | 0.00% | 0.0% | |
| ERTH | INVESCO MSCI SUSTAINABLE FUTURE ETFetf | $8,495 | +6.2% | 174 | 0.0% | 0.00% | 0.0% | |
| PRF | INVESCO FTSE RAFI US 1000 ETFetf | $7,494 | +7.1% | 54 | 0.0% | 0.00% | 0.0% | |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $7,372 | +5.3% | 94 | 0.0% | 0.00% | 0.0% | |
| IFRA | Buy | ISHARES U.S. INFRASTRUCTURE ETFetf | $6,574 | -6.1% | 204 | +0.5% | 0.00% | 0.0% |
| LW | LAMB WESTON HLDGS INC COMstock | $6,500 | +8.3% | 84 | 0.0% | 0.00% | 0.0% | |
| MS | MORGAN STANLEY COM NEWstock | $6,637 | -5.2% | 84 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $5,375 | +7.5% | 24 | 0.0% | 0.00% | +100.0% | |
| NFG | NATIONAL FUEL GAS CO COMstock | $8,511 | -5.4% | 138 | 0.0% | 0.00% | -33.3% | |
| NVO | NOVO-NORDISK A S ADRadr | $6,974 | -0.4% | 70 | 0.0% | 0.00% | 0.0% | |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHScef | $8,206 | +2.6% | 400 | 0.0% | 0.00% | 0.0% | |
| ODFL | OLD DOMINION FREIGHT LINE INC COMstock | $7,961 | -0.5% | 32 | 0.0% | 0.00% | 0.0% | |
| OPEN | OPENDOOR TECHNOLOGIES INC COMstock | $7,458 | +6.5% | 2,398 | 0.0% | 0.00% | 0.0% | |
| PCG | PG&E CORP COMstock | $6,538 | -6.6% | 523 | 0.0% | 0.00% | 0.0% | |
| PLD | PROLOGIS INC. COMreit | $7,112 | +1.6% | 70 | 0.0% | 0.00% | 0.0% | |
| PWR | QUANTA SVCS INC COMstock | $6,752 | -3.5% | 53 | 0.0% | 0.00% | 0.0% | |
| REYN | REYNOLDS CONSUMER PRODS INC COMstock | $5,604 | -6.6% | 215 | 0.0% | 0.00% | 0.0% | |
| SHELL PLC SPON ADSadr | $6,966 | -0.5% | 140 | 0.0% | 0.00% | 0.0% | ||
| XAR | SPDR S&P AEROSPACE & DEFENSE ETFetf | $7,826 | -2.2% | 85 | 0.0% | 0.00% | 0.0% | |
| SPSM | Buy | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $6,602 | -5.7% | 194 | +0.5% | 0.00% | 0.0% |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETFetf | $5,785 | -3.6% | 230 | 0.0% | 0.00% | 0.0% | |
| FNDX | SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETFetf | $8,454 | +5.7% | 177 | 0.0% | 0.00% | 0.0% | |
| XLE | ENERGY SELECT SECTOR SPDR FUNDetf | $6,050 | +0.8% | 84 | 0.0% | 0.00% | 0.0% | |
| SWBI | Buy | SMITH & WESSON BRANDS INC COMstock | $5,807 | -3.2% | 560 | +0.2% | 0.00% | 0.0% |
| SNOW | SNOWFLAKE INC CL Astock | $7,988 | -0.2% | 47 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO COMstock | $7,772 | -2.8% | 252 | 0.0% | 0.00% | 0.0% | |
| PSLV | SPROTT PHYSICAL SILVER TR TR UNITcef | $7,573 | -5.3% | 1,144 | 0.0% | 0.00% | 0.0% | |
| SNV | SYNOVUS FINL CORP COM NEWstock | $5,214 | +4.3% | 139 | 0.0% | 0.00% | +100.0% | |
| TDOC | TELADOC HEALTH INC COMstock | $8,492 | +6.2% | 335 | 0.0% | 0.00% | 0.0% | |
| TFC | TRUIST FINL CORP COMstock | $5,617 | -6.4% | 129 | 0.0% | 0.00% | 0.0% | |
| VTR | VENTAS INC COMreit | $6,837 | -2.3% | 170 | 0.0% | 0.00% | 0.0% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $7,752 | -3.1% | 247 | +0.4% | 0.00% | 0.0% |
| XEL | XCEL ENERGY INC COMstock | $7,771 | -2.9% | 121 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC SHSstock | $5,857 | -2.4% | 119 | 0.0% | 0.00% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS N V COMstock | $7,523 | -6.0% | 51 | 0.0% | 0.00% | 0.0% | |
| CBT | CABOT CORP COMstock | $3,833 | -4.2% | 60 | 0.0% | 0.00% | 0.0% | |
| OGN | Buy | ORGANON & CO COMMON STOCKstock | $4,512 | -9.8% | 193 | +0.5% | 0.00% | 0.0% |
| JBLU | JETBLUE AWYS CORP COMstock | $2,387 | +19.4% | 360 | 0.0% | 0.00% | 0.0% | |
| PNM | Buy | PNM RES INC COMstock | $4,186 | +4.6% | 92 | +1.1% | 0.00% | 0.0% |
| PPL | PPL CORP COMstock | $5,027 | +0.5% | 198 | 0.0% | 0.00% | 0.0% | |
| IDNA | ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETFetf | $4,971 | -0.6% | 188 | 0.0% | 0.00% | 0.0% | |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFetf | $3,961 | -1.0% | 82 | 0.0% | 0.00% | 0.0% | |
| REET | ISHARES GLOBAL REIT ETFetf | $3,020 | +0.7% | 142 | 0.0% | 0.00% | 0.0% | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $1,762 | -11.9% | 41 | 0.0% | 0.00% | 0.0% | |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $1,912 | -4.4% | 16 | 0.0% | 0.00% | 0.0% | |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFetf | $4,861 | -2.8% | 58 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES RUSSELL 2000 GROWTH ETFetf | $1,859 | -7.0% | 9 | 0.0% | 0.00% | 0.0% | |
| IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $1,805 | -9.8% | 14 | 0.0% | 0.00% | 0.0% | |
| SOXX | ISHARES SEMICONDUCTOR FUNDetf | $4,151 | +3.8% | 13 | 0.0% | 0.00% | 0.0% | |
| PNW | PINNACLE WEST CAP CORP COMstock | $2,071 | +3.6% | 32 | 0.0% | 0.00% | 0.0% | |
| TAN | INVESCO SOLAR ETFetf | $5,079 | +1.6% | 69 | 0.0% | 0.00% | 0.0% | |
| PDN | INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETFetf | $3,022 | +0.7% | 118 | 0.0% | 0.00% | 0.0% | |
| ZEAL | ZEALAND PHARMA A/S SPONSORED ADRadr | $1,759 | -12.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PXH | INVESCO FTSE RAFI EMERGING MARKETS ETFetf | $2,832 | -5.6% | 175 | 0.0% | 0.00% | 0.0% | |
| USD | PROSHARES ULTRA SEMICONDUCTORSetf | $1,791 | -10.4% | 125 | 0.0% | 0.00% | 0.0% | |
| PRFZ | INVESCO FTSE RAFI US 1500A SMALL-MIDA ETFetf | $3,643 | -8.9% | 25 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO COMstock | $4,515 | -9.7% | 142 | 0.0% | 0.00% | 0.0% | |
| IDA | IDACORP INC COMstock | $1,980 | -1.0% | 20 | 0.0% | 0.00% | 0.0% | |
| QCOM | Buy | QUALCOMM INC COMstock | $4,486 | +12.2% | 40 | +2.6% | 0.00% | 0.0% |
| AAL | AMERICAN AIRLS GROUP INC COMstock | $4,334 | +8.4% | 360 | 0.0% | 0.00% | 0.0% | |
| QTRX | QUANTERIX CORP COMstock | $3,857 | -3.6% | 350 | 0.0% | 0.00% | 0.0% | |
| HUM | HUMANA INC COMstock | $3,882 | -3.0% | 8 | 0.0% | 0.00% | 0.0% | |
| HLT | HILTON WORLDWIDE HLDGS INC COMstock | $3,980 | -0.5% | 33 | 0.0% | 0.00% | 0.0% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $3,589 | -10.3% | 300 | +0.3% | 0.00% | 0.0% |
| HSBC | HSBC HLDGS PLC SPON ADR NEWadr | $4,249 | +6.2% | 163 | 0.0% | 0.00% | 0.0% | |
| ALKS | ALKERMES PLC SHSstock | $1,786 | -10.7% | 80 | 0.0% | 0.00% | 0.0% | |
| AEE | Buy | AMEREN CORP COMstock | $4,071 | +1.8% | 51 | +2.0% | 0.00% | 0.0% |
| KRE | Buy | SPDR S&P REGIONAL BANKING ETFetf | $4,350 | +8.8% | 74 | +1.4% | 0.00% | 0.0% |
| GSK PLC SPONSORED ADRadr | $4,061 | +1.5% | 138 | 0.0% | 0.00% | 0.0% | ||
| XBI | SPDR S&P BIOTECH ETFetf | $3,098 | +3.3% | 39 | 0.0% | 0.00% | 0.0% | |
| XOP | Buy | SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFetf | $4,561 | -8.8% | 37 | +2.8% | 0.00% | 0.0% |
| GME | GAMESTOP CORP NEW CL Astock | $1,809 | -9.6% | 72 | 0.0% | 0.00% | 0.0% | |
| FNDA | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $3,657 | -8.6% | 86 | 0.0% | 0.00% | 0.0% | |
| FL | FOOT LOCKER INC COMstock | $2,272 | +13.6% | 73 | 0.0% | 0.00% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC COMstock | $4,435 | +10.9% | 70 | 0.0% | 0.00% | 0.0% | |
| EQR | EQUITY RESIDENTIAL SH BEN INTreit | $1,748 | -12.6% | 26 | 0.0% | 0.00% | 0.0% | |
| YOLO | ADVISORSHARES PURE CANNABIS ETFetf | $2,312 | +15.6% | 544 | 0.0% | 0.00% | 0.0% | |
| SJM | SMUCKER J M CO COM NEWstock | $2,473 | +23.6% | 18 | 0.0% | 0.00% | 0.0% | |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER Badr | $1,724 | -13.8% | 19 | 0.0% | 0.00% | 0.0% | |
| EIX | EDISON INTL COMstock | $4,878 | -2.4% | 86 | 0.0% | 0.00% | 0.0% | |
| SWX | SOUTHWEST GAS HLDGS INC COMstock | $4,213 | +5.3% | 60 | 0.0% | 0.00% | 0.0% | |
| SPLK | SPLUNK INC COMstock | $2,557 | -14.8% | 34 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $2,045 | +2.2% | 180 | 0.0% | 0.00% | 0.0% | |
| EMN | EASTMAN CHEM CO COMstock | $2,842 | -5.3% | 40 | 0.0% | 0.00% | 0.0% | |
| EML | Buy | EASTERN CO COMstock | $3,086 | +2.9% | 178 | +0.6% | 0.00% | 0.0% |
| MJ | ETFMG ALTERNATIVE HARVEST ETFetf | $2,479 | +24.0% | 540 | 0.0% | 0.00% | 0.0% | |
| DFS | DISCOVER FINL SVCS COMstock | $3,546 | -11.4% | 39 | 0.0% | 0.00% | 0.0% | |
| SU | SUNCOR ENERGY INC NEW COMstock | $2,815 | -6.2% | 100 | 0.0% | 0.00% | 0.0% | |
| SPWR | SUNPOWER CORP COMstock | $1,889 | -5.6% | 82 | 0.0% | 0.00% | 0.0% | |
| SPXL | DIREXION DAILY S&P 500 BULL 3X SHARESetf | $4,286 | +7.2% | 80 | 0.0% | 0.00% | 0.0% | |
| DIGITAL WORLD ACQUISITION CORP CLASS A COMstock | $2,522 | -15.9% | 150 | 0.0% | 0.00% | 0.0% | ||
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $3,908 | -2.3% | 57 | 0.0% | 0.00% | 0.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $2,672 | -10.9% | 206 | 0.0% | 0.00% | 0.0% | |
| TNDM | TANDEM DIABETES CARE INC COM NEWstock | $2,058 | +2.9% | 43 | 0.0% | 0.00% | 0.0% | |
| DDOG | DATADOG INC CL A COMstock | $1,776 | -11.2% | 20 | 0.0% | 0.00% | 0.0% | |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $1,978 | -1.1% | 12 | 0.0% | 0.00% | 0.0% | |
| SFYF | SOFI SOCIAL 50 ETFetf | $4,424 | +10.6% | 200 | 0.0% | 0.00% | 0.0% | |
| CRON | CRONOS GROUP INC COMstock | $2,820 | -6.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| COIN | COINBASE GLOBAL INC COM CL Astock | $4,127 | +3.2% | 64 | 0.0% | 0.00% | 0.0% | |
| TRVN | TREVENA INC COMstock | $1,861 | -7.0% | 12,146 | 0.0% | 0.00% | 0.0% | |
| TRICON RESIDENTIAL INC COM NPVstock | $2,768 | -7.7% | 320 | 0.0% | 0.00% | 0.0% | ||
| FOF | COHEN & STEERS CLOSED-END OPPO COMcef | $4,631 | -7.4% | 476 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED AIRLS HLDGS INC COMstock | $3,676 | -8.1% | 113 | 0.0% | 0.00% | 0.0% | |
| RQI | Buy | COHEN & STEERS QUALITY INCOME COMcef | $2,032 | +1.6% | 181 | +0.6% | 0.00% | 0.0% |
| USO | UNITED STATES OIL FUND LPetf | $2,089 | +4.4% | 32 | 0.0% | 0.00% | 0.0% | |
| CLX | CLOROX CO DEL COMstock | $1,926 | -3.7% | 15 | 0.0% | 0.00% | 0.0% | |
| OIH | VANECK OIL SERVICES ETFetf | $3,591 | -10.2% | 17 | 0.0% | 0.00% | 0.0% | |
| BUZZ | VANECK SOCIAL SENTIMENT ETFetf | $2,714 | -9.5% | 213 | 0.0% | 0.00% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC COMstock | $4,508 | -9.8% | 3 | 0.0% | 0.00% | 0.0% | |
| CRNC | CERENCE INC COMstock | $2,237 | +11.8% | 142 | 0.0% | 0.00% | 0.0% | |
| VDE | VANGUARD ENERGY ETFetf | $4,876 | -2.5% | 48 | 0.0% | 0.00% | 0.0% | |
| VEEV | VEEVA SYS INC CL A COMstock | $4,287 | +7.2% | 26 | 0.0% | 0.00% | 0.0% | |
| KMB | Buy | KIMBERLY-CLARK CORP COMstock | $4,144 | +3.6% | 37 | +2.8% | 0.00% | 0.0% |
| VBR | VANGUARD SMALL CAP VALUE ETFetf | $3,728 | -6.8% | 26 | 0.0% | 0.00% | 0.0% | |
| BTI | Buy | BRITISH AMERN TOB PLC SPONSORED ADRadr | $4,529 | -9.4% | 128 | +0.8% | 0.00% | 0.0% |
| BAX | BAXTER INTL INC COMstock | $5,063 | +1.3% | 94 | 0.0% | 0.00% | 0.0% | |
| VVI | Buy | VIAD CORP COMstock | $1,987 | -0.6% | 63 | +1.6% | 0.00% | 0.0% |
| VTRS | VIATRIS INC COMstock | $4,902 | -2.0% | 575 | 0.0% | 0.00% | 0.0% | |
| VICARIOUS SURGICAL INC COM CL Astock | $4,030 | +0.8% | 1,203 | 0.0% | 0.00% | 0.0% | ||
| BKR | BAKER HUGHES COMPANY CL Astock | $4,537 | -9.3% | 216 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $3,495 | +16.5% | 308 | 0.0% | 0.00% | 0.0% | |
| BP | BP PLC SPONSORED ADRadr | $3,315 | +10.5% | 116 | 0.0% | 0.00% | 0.0% | |
| ALC | ALCON AG ORD SHSstock | $2,327 | +16.4% | 40 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC COMstock | $4,709 | -5.8% | 20 | 0.0% | 0.00% | 0.0% | |
| NGD | NEW GOLD INC CDA COMstock | $3,696 | -7.6% | 4,200 | 0.0% | 0.00% | 0.0% | |
| NOC | NORTHROP GRUMMAN CORP COMstock | $4,233 | +5.8% | 9 | 0.0% | 0.00% | 0.0% | |
| MDU | Buy | MDU RES GROUP INC COMstock | $5,084 | +1.7% | 186 | +0.5% | 0.00% | 0.0% |
| LOW | LOWES COS INC COMstock | $2,525 | -15.8% | 13 | 0.0% | 0.00% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $3,206 | +6.9% | 71 | 0.0% | 0.00% | 0.0% | |
| KYNDRYL HLDGS INC COMMON STOCKstock | $4,549 | -9.0% | 550 | 0.0% | 0.00% | 0.0% | ||
| AMRX | AMNEAL PHARMACEUTICALS INC COM STK CL Astock | $3,200 | +6.7% | 1,584 | 0.0% | 0.00% | 0.0% | |
| KMI | KINDER MORGAN INC DEL COMstock | $2,249 | +12.4% | 135 | 0.0% | 0.00% | 0.0% | |
| META | ROUNDHILL BALL METAVERSE ETFetf | $1,020 | +2.0% | 138 | 0.0% | 0.00% | – | |
| ADMP | ADAMIS PHARMACEUTICALS CORP COM NEWstock | $1,012 | +1.2% | 5,100 | 0.0% | 0.00% | – | |
| CMS | CMS ENERGY CORP COMstock | $291 | – | 5 | 0.0% | 0.00% | – | |
| IDAHO STRATEGIC RESOURCES COM NEWstock | $43 | – | 9 | 0.0% | 0.00% | – | ||
| BHF | BRIGHTHOUSE FINL INC COMstock | $868 | -13.2% | 20 | 0.0% | 0.00% | – | |
| BBIO | BRIDGEBIO PHARMA INC COMstock | $298 | – | 30 | 0.0% | 0.00% | – | |
| BNGO | BIONANO GENOMICS INC COMstock | $1,003 | +0.3% | 548 | 0.0% | 0.00% | – | |
| BYND | BEYOND MEAT INC COMstock | $765 | -23.5% | 54 | 0.0% | 0.00% | – | |
| FIVG | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $1,227 | +22.7% | 43 | 0.0% | 0.00% | – | |
| DOCU | DOCUSIGN INC COMstock | $267 | – | 5 | 0.0% | 0.00% | – | |
| VSTM | VERASTEM INC COMstock | $1,523 | -23.8% | 1,792 | 0.0% | 0.00% | -100.0% | |
| BBBY | BED BATH & BEYOND INC COMstock | $731 | -26.9% | 120 | 0.0% | 0.00% | – | |
| SXC | SUNCOKE ENERGY INC COMstock | $122 | – | 21 | 0.0% | 0.00% | – | |
| VRTV | VERITIV CORP COMstock | $196 | – | 2 | 0.0% | 0.00% | – | |
| SYLVAMO CORP COMMON STOCKstock | $407 | – | 12 | 0.0% | 0.00% | – | ||
| MGI | MONEYGRAM INTL INC COM NEWstock | $322 | – | 31 | 0.0% | 0.00% | – | |
| NVT | Buy | NVENT ELECTRIC PLC SHSstock | $969 | -3.1% | 31 | +3.3% | 0.00% | – |
| NWSA | NEWS CORP NEW CL Astock | $15 | – | 1 | 0.0% | 0.00% | – | |
| DIFFUSION PHARMACEUTICALS INC COM NEWstock | $48 | – | 9 | 0.0% | 0.00% | – | ||
| DM | DESKTOP METAL INC COM CL Astock | $671 | -32.9% | 259 | 0.0% | 0.00% | – | |
| VIAC | PARAMOUNT GLOBAL CLASS B COMstock | $712 | -28.8% | 37 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTL PLC SPON ADR NEWadr | $268 | – | 47 | 0.0% | 0.00% | – | ||
| MTCH | MATCH GROUP INC NEW COMstock | $382 | – | 8 | 0.0% | 0.00% | – | |
| SAN | BANCO SANTANDER S.A. ADRadr | $172 | – | 74 | 0.0% | 0.00% | – | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $472 | – | 3 | 0.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP INC COM NEWstock | $254 | – | 5 | 0.0% | 0.00% | – | |
| JMIA | JUMIA TECHNOLOGIES AG SPONSORED ADSadr | $1,545 | -22.8% | 266 | 0.0% | 0.00% | -100.0% | |
| ORMP | ORAMED PHARMACEUTICALS INC COM NEWstock | $810 | -19.0% | 125 | 0.0% | 0.00% | – | |
| ORGANIGRAM HLDGS INC COMstock | $139 | – | 159 | 0.0% | 0.00% | – | ||
| PRTA | PROTHENA CORP PLC SHSstock | $121 | – | 2 | 0.0% | 0.00% | – | |
| OTIS | OTIS WORLDWIDE CORP COMstock | $132 | – | 2 | 0.0% | 0.00% | – | |
| ACCO | Buy | ACCO BRANDS CORP COMstock | $165 | – | 34 | +3.0% | 0.00% | – |
| TDC | TERADATA CORP DEL COMstock | $1,180 | +18.0% | 38 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO COMstock | $881 | -11.9% | 36 | 0.0% | 0.00% | – | |
| CYCN | CYCLERION THERAPEUTICS INC COMstock | $9 | – | 10 | 0.0% | 0.00% | – | |
| PTC | PTC INC COMstock | $1,046 | +4.6% | 10 | 0.0% | 0.00% | – | |
| PALATIN TECHNOLOGIES INC COM NEWstock | $6 | – | 1 | 0.0% | 0.00% | – | ||
| ISHARES BLOCKCHAIN AND TECH ETFetf | $727 | -27.3% | 50 | 0.0% | 0.00% | – | ||
| PAYX | PAYCHEX INC COMstock | $503 | -49.7% | 4 | 0.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL COM NEWstock | $798 | -20.2% | 100 | 0.0% | 0.00% | – | |
| NI | Buy | NISOURCE INC COMstock | $722 | -27.8% | 29 | +3.6% | 0.00% | – |
| PTON | PELOTON INTERACTIVE INC CL A COMstock | $104 | – | 15 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORP SPONSORED ADRadr | $342 | – | 80 | 0.0% | 0.00% | – | |
| TOL | TOLL BROTHERS INC COMstock | $966 | -3.4% | 23 | 0.0% | 0.00% | – | |
| KGC | KINROSS GOLD CORP COMstock | $666 | -33.4% | 177 | 0.0% | 0.00% | – | |
| TM | TOYOTA MOTOR CORP ADSadr | $912 | -8.8% | 7 | 0.0% | 0.00% | – | |
| IYF | ISHARES U.S. FINANCIALS ETFetf | $1,158 | +15.8% | 17 | 0.0% | 0.00% | – | |
| CDMO | AVID BIOSERVICES INC COMstock | $1,377 | +37.7% | 72 | 0.0% | 0.00% | – | |
| AUPH | AURINIA PHARMACEUTICALS INC COMstock | $481 | – | 64 | 0.0% | 0.00% | – | |
| AUD | AUDACY INC CL Astock | $28 | – | 73 | 0.0% | 0.00% | – | |
| IRWD | IRONWOOD PHARMACEUTICALS INC COM CL Astock | $1,036 | +3.6% | 100 | 0.0% | 0.00% | – | |
| INVIVO THERAPEUTICS HLDGS CORP COMstock | $4 | – | 1 | 0.0% | 0.00% | – | ||
| PNR | Buy | PENTAIR PLC SHSstock | $1,216 | +21.6% | 30 | +3.4% | 0.00% | – |
| PINS | PINTEREST INC CL Astock | $210 | – | 9 | 0.0% | 0.00% | – | |
| TWLO | TWILIO INC CL Astock | $1,037 | +3.7% | 15 | 0.0% | 0.00% | – | |
| PLBY | PLBY GROUP INC COMstock | $504 | -49.6% | 125 | 0.0% | 0.00% | – | |
| TWTR | TWITTER INC COMstock | $1,140 | +14.0% | 26 | 0.0% | 0.00% | – | |
| UAA | UNDER ARMOUR INC CL Astock | $273 | – | 41 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INC CL Cstock | $244 | – | 41 | 0.0% | 0.00% | – | |
| ASXC | ASENSUS SURGICAL INC COMstock | $104 | – | 231 | 0.0% | 0.00% | – | |
| LOGC | LOGICBIO THERAPEUTICS INC COMstock | $0 | – | 1,000 | 0.0% | 0.00% | – | |
| PRVB | PROVENTION BIO INC COMstock | $450 | – | 100 | 0.0% | 0.00% | – | |
| ARRY | ARRAY TECHNOLOGIES INC COM SHSstock | $116 | – | 7 | 0.0% | 0.00% | – | |
| W | WAYFAIR INC CL Astock | $228 | – | 7 | 0.0% | 0.00% | – | |
| X | UNITED STATES STL CORP NEW COMstock | $908 | -9.2% | 50 | 0.0% | 0.00% | – | |
| NCR | NCR CORP NEW COMstock | $722 | -27.8% | 38 | 0.0% | 0.00% | – | |
| CLF | CLEVELAND-CLIFFS INC NEW COMstock | $337 | – | 25 | 0.0% | 0.00% | – | |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNITstock | $795 | -20.5% | 16 | 0.0% | 0.00% | – | |
| GDX | VANECK GOLD MINERS ETFetf | $1,182 | +18.2% | 49 | 0.0% | 0.00% | – | |
| RDFN | REDFIN CORP COMstock | $105 | – | 18 | 0.0% | 0.00% | – | |
| HDSN | HUDSON TECHNOLOGIES INC COMstock | $59 | – | 8 | 0.0% | 0.00% | – | |
| NIO | NIO INC SPON ADSadr | $694 | -30.6% | 44 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC ORD SHSstock | $305 | – | 11 | 0.0% | 0.00% | – | |
| RIVIAN AUTOMOTIVE INC COM CL Astock | $592 | -40.8% | 18 | 0.0% | 0.00% | – | ||
| NRG | NRG ENERGY INC COM NEWstock | $124 | – | 3 | 0.0% | 0.00% | – | |
| ROKU | ROKU INC COM CL Astock | $169 | – | 3 | 0.0% | 0.00% | – | |
| C | Buy | CITIGROUP INC COM NEWstock | $491 | – | 12 | +9.1% | 0.00% | – |
| ABUS | ARBUTUS BIOPHARMA CORP COMstock | $573 | -42.7% | 300 | 0.0% | 0.00% | – | |
| RUMBLE INC COM CL Astock | $1,225 | +22.5% | 100 | 0.0% | 0.00% | – | ||
| GER | GOLDMAN SACHS MLP ENERGY RENAI COMcef | $984 | -1.6% | 82 | 0.0% | 0.00% | – | |
| SNSR | GLOBAL X INTERNET OF THINGS ETFetf | $1,244 | +24.4% | 50 | 0.0% | 0.00% | – | |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $958 | -4.2% | 53 | 0.0% | 0.00% | – | |
| DRIV | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $1,026 | +2.6% | 51 | 0.0% | 0.00% | – | |
| SOCL | GLOBAL X SOCIAL MEDIA ETFetf | $446 | – | 16 | 0.0% | 0.00% | – | |
| CHWY | CHEWY INC CL Astock | $184 | – | 6 | 0.0% | 0.00% | – | |
| CHGG | CHEGG INC COMstock | $527 | -47.3% | 25 | 0.0% | 0.00% | – | |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $910 | -9.0% | 3 | 0.0% | 0.00% | – | |
| GILD | GILEAD SCIENCES INC COMstock | $1,419 | +41.9% | 23 | 0.0% | 0.00% | – | |
| MBIO | MUSTANG BIO INC COMstock | $141 | – | 300 | 0.0% | 0.00% | – | |
| GIS | GENERAL MLS INC COMstock | $1,234 | +23.4% | 16 | 0.0% | 0.00% | – | |
| CNP | CENTERPOINT ENERGY INC COMstock | $1,160 | +16.0% | 41 | 0.0% | 0.00% | – | |
| ALE | Buy | ALLETE INC COM NEWstock | $330 | – | 7 | +16.7% | 0.00% | – |
| SBRA | SABRA HEALTH CARE REIT INC COMreit | $673 | -32.7% | 51 | 0.0% | 0.00% | – | |
| NATWEST GROUP PLC SPONS ADRadr | $324 | – | 65 | 0.0% | 0.00% | – | ||
| SDGR | SCHRODINGER INC COMstock | $1,249 | +24.9% | 50 | 0.0% | 0.00% | – | |
| GTBP | GT BIOPHARMA INC COM NEWstock | $966 | -3.4% | 549 | 0.0% | 0.00% | – | |
| FCEL | FUELCELL ENERGY INC COMstock | $147 | – | 43 | 0.0% | 0.00% | – | |
| FNV | FRANCO NEV CORP COMstock | $1,075 | +7.5% | 9 | 0.0% | 0.00% | – | |
| FOXA | FOX CORP CL A COMstock | $32 | – | 1 | 0.0% | 0.00% | – | |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETFetf | $633 | -36.7% | 27 | 0.0% | 0.00% | – | |
| BAMR | BROOKFIELD ASSET MGMT REINS PA CL A EXCH LT VTGstock | $82 | – | 2 | 0.0% | 0.00% | – | |
| CARR | CARRIER GLOBAL CORPORATION COMstock | $146 | – | 4 | 0.0% | 0.00% | – | |
| CMPR | CIMPRESS PLC SHS EUROstock | $1,224 | +22.4% | 50 | 0.0% | 0.00% | – | |
| FCPT | FOUR CORNERS PPTY TR INC COMreit | $27 | – | 1 | 0.0% | 0.00% | – | |
| CCL | CARNIVAL CORP COMMON STOCKstock | $1,624 | -18.8% | 231 | 0.0% | 0.00% | -100.0% | |
| FAN | FIRST TRUST GLOBAL WIND ENERGY ETFetf | $1,407 | +40.7% | 93 | 0.0% | 0.00% | – | |
| FCG | FIRST TRUST NATURAL GAS ETFetf | $1,370 | +37.0% | 60 | 0.0% | 0.00% | – | |
| NTAP | NETAPP INC COMstock | $1,191 | +19.1% | 19 | 0.0% | 0.00% | – | |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETFetf | $44 | – | 1 | 0.0% | 0.00% | – | |
| SVC | SERVICE PPTYS TR COM SH BEN INTreit | $47 | – | 9 | 0.0% | 0.00% | – | |
| ETSY | ETSY INC COMstock | $1,402 | +40.2% | 14 | 0.0% | 0.00% | – | |
| PRGO | PERRIGO CO PLC SHSstock | $250 | – | 7 | 0.0% | 0.00% | – | |
| ET | ENERGY TRANSFER L P COM UT LTD PTNstock | $508 | -49.2% | 46 | 0.0% | 0.00% | – | |
| EMBECTA CORP COMMON STOCKstock | $1,094 | +9.4% | 38 | 0.0% | 0.00% | – | ||
| CGC | CANOPY GROWTH CORP COMstock | $396 | – | 145 | 0.0% | 0.00% | – | |
| APA | APA CORPORATION COMstock | $889 | -11.1% | 26 | 0.0% | 0.00% | – | |
| SNAP | SNAP INC CL Astock | $29 | – | 3 | 0.0% | 0.00% | – | |
| MAXN | MAXEON SOLAR TECHNOLOGIES LTD SHSstock | $238 | – | 10 | 0.0% | 0.00% | – | |
| CSX | CSX CORP COMstock | $1,632 | -18.4% | 61 | 0.0% | 0.00% | -100.0% | |
| EA | ELECTRONIC ARTS INC COMstock | $694 | -30.6% | 6 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 19 | Q2 2023 | 27.8% |
| SCHWAB STRATEGIC TR | 19 | Q2 2023 | 23.4% |
| SCHWAB US DIVIDEND EQUITY ETF | 19 | Q2 2023 | 10.8% |
| ISHARES TR | 19 | Q2 2023 | 8.2% |
| SCHWAB US AGGREGATE BOND ETF | 19 | Q2 2023 | 16.5% |
| SCHWAB STRATEGIC TR | 19 | Q2 2023 | 5.8% |
| ISHARES TR | 19 | Q2 2023 | 4.8% |
| ISHARES TR | 19 | Q2 2023 | 4.2% |
| ISHARES TR | 19 | Q2 2023 | 4.0% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 19 | Q2 2023 | 8.2% |
View TimeScale Financial, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-05 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-11-10 |
| 13F-HR | 2021-07-26 |
| 13F-HR | 2021-04-22 |
View TimeScale Financial, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.