$1.02 Million is the total value of Gladstone Institutional Advisory LLC's 544 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 35.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $28,847 | +28.8% | 203,869 | +24.5% | 2.82% | +5.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $23,394 | +38.7% | 54,513 | +38.4% | 2.28% | +14.0% |
| AMZN | Buy | AMAZON COM INC | $21,619 | +21.5% | 6,581 | +27.2% | 2.11% | -0.1% |
| MSFT | Buy | MICROSOFT CORP | $20,327 | +55.9% | 72,101 | +49.8% | 1.98% | +28.1% |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $17,617 | +2.2% | 365,575 | +2.8% | 1.72% | -16.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $16,087 | +32.7% | 37,341 | +32.4% | 1.57% | +9.0% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $15,677 | +23.8% | 212,114 | +21.8% | 1.53% | +1.8% |
| DEED | Sell | FIRST TR EXCHNG TRADED FD VItcw securitized | $13,845 | -1.5% | 533,743 | -1.5% | 1.35% | -19.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $13,174 | +17.5% | 50,078 | +20.1% | 1.29% | -3.4% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $12,475 | -1.5% | 52,880 | +2.2% | 1.22% | -19.1% |
| FB | Buy | FACEBOOK INCcl a | $12,267 | +57.5% | 36,144 | +61.3% | 1.20% | +29.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $11,951 | +62.7% | 4,470 | +48.6% | 1.17% | +33.7% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $10,818 | +0.3% | 226,079 | +0.7% | 1.06% | -17.5% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $10,424 | +34.5% | 71,682 | +36.5% | 1.02% | +10.5% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $10,201 | +35.7% | 496,630 | +36.1% | 1.00% | +11.5% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $9,961 | -11.3% | 254,102 | -10.0% | 0.97% | -27.1% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $9,288 | -6.7% | 154,941 | -6.7% | 0.91% | -23.3% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $8,759 | +5.6% | 363,274 | +3.6% | 0.86% | -13.1% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $8,682 | -2.3% | 128,656 | -1.0% | 0.85% | -19.7% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $8,489 | -37.8% | 113,607 | -23.0% | 0.83% | -48.9% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $8,348 | +4.7% | 81,897 | +4.8% | 0.82% | -13.9% |
| VOO | Buy | VANGUARD INDEX FDS | $8,310 | +57.4% | 21,070 | +57.1% | 0.81% | +29.5% |
| NVDA | Buy | NVIDIA CORPORATION | $7,869 | +70.6% | 37,985 | +558.9% | 0.77% | +40.3% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $7,824 | +0.2% | 216,075 | +1.8% | 0.76% | -17.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $7,747 | +81.6% | 70,953 | +87.9% | 0.76% | +49.3% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $7,649 | +12.9% | 161,125 | +14.2% | 0.75% | -7.2% |
| WCLD | Buy | WISDOMTREE TR | $7,576 | +7.7% | 131,485 | +4.4% | 0.74% | -11.5% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $7,250 | -2.5% | 48,956 | -3.9% | 0.71% | -19.9% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $7,240 | -2.3% | 84,873 | -1.7% | 0.71% | -19.8% |
| HD | Buy | HOME DEPOT INC | $6,826 | +117.0% | 20,795 | +110.8% | 0.67% | +78.3% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $6,824 | +1.0% | 24,901 | +0.1% | 0.67% | -16.8% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $6,823 | +4.7% | 127,407 | +4.9% | 0.67% | -14.0% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $6,797 | -0.5% | 90,844 | +0.5% | 0.66% | -18.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $6,755 | +23.9% | 90,972 | +24.9% | 0.66% | +1.9% |
| LDSF | Sell | FIRST TR EXCHNG TRADED FD VIlow dur strtgc | $6,748 | -2.8% | 334,715 | -2.2% | 0.66% | -20.1% |
| USMV | Sell | ISHARES TRmsci usa min vol | $6,698 | -1.5% | 91,135 | -1.4% | 0.65% | -19.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $6,427 | -2.4% | 104,066 | +5.8% | 0.63% | -19.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,373 | +29.4% | 39,461 | +32.0% | 0.62% | +6.3% |
| TSLA | Buy | TESLA INC | $6,309 | +43.5% | 8,135 | +25.7% | 0.62% | +17.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $5,972 | +49.8% | 36,484 | +42.3% | 0.58% | +23.0% |
| V | Buy | VISA INC | $5,806 | +47.5% | 26,063 | +54.8% | 0.57% | +21.2% |
| DIS | Buy | DISNEY WALT CO | $5,395 | +48.5% | 31,890 | +54.3% | 0.53% | +22.0% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $5,374 | +8.1% | 54,628 | +8.5% | 0.52% | -11.0% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $5,241 | +684.6% | 61,555 | +669.8% | 0.51% | +548.1% |
| XOM | Buy | EXXON MOBIL CORP | $5,104 | +2.3% | 86,766 | +9.7% | 0.50% | -15.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $5,078 | +4.1% | 37,515 | +5.7% | 0.50% | -14.3% |
| DGRO | Buy | ISHARES TRcore div grwth | $4,997 | +16.6% | 99,458 | +16.9% | 0.49% | -4.1% |
| CRM | Buy | SALESFORCE COM INC | $4,979 | +94.8% | 18,357 | +75.4% | 0.49% | +59.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $4,834 | -7.3% | 21,770 | -7.0% | 0.47% | -23.9% |
| AGG | Buy | ISHARES TRcore us aggbd et | $4,780 | +18.6% | 41,628 | +19.1% | 0.47% | -2.5% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $4,754 | +0.1% | 71,776 | +2.0% | 0.46% | -17.7% |
| FCVT | Buy | FIRST TR EXCHANGE-TRADED FDssi strg etf | $4,724 | +1.2% | 93,021 | +2.8% | 0.46% | -16.8% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $4,694 | +231.3% | 8,153 | +237.0% | 0.46% | +172.6% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $4,694 | +77.7% | 29,747 | +79.0% | 0.46% | +45.9% |
| FNY | Buy | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $4,676 | +66.8% | 65,027 | +74.8% | 0.46% | +37.2% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $4,670 | +3.3% | 13,805 | +5.4% | 0.46% | -15.1% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $4,670 | +0.4% | 29,841 | +1.8% | 0.46% | -17.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $4,660 | +141.2% | 33,336 | +132.8% | 0.46% | +97.8% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $4,519 | +8.6% | 15,572 | +7.4% | 0.44% | -10.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $4,470 | +38.5% | 17,177 | +55.1% | 0.44% | +13.8% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $4,455 | +2.6% | 20,368 | +7.6% | 0.44% | -15.7% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $4,359 | -5.4% | 29,097 | -4.8% | 0.43% | -22.1% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $4,328 | -0.8% | 41,077 | -0.2% | 0.42% | -18.3% |
| EMQQ | Buy | EXCHANGE TRADED CONCEPTS TRemqq em intern | $4,328 | -11.5% | 87,282 | +13.1% | 0.42% | -27.2% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $4,202 | +0.9% | 41,979 | +5.0% | 0.41% | -17.2% |
| PFE | Buy | PFIZER INC | $4,104 | +53.4% | 95,409 | +39.6% | 0.40% | +26.1% |
| EDOW | Sell | FIRST TR EXCHANGE TRADED FDdow 30 eql wgt | $4,070 | -2.7% | 135,811 | -0.5% | 0.40% | -19.9% |
| UNP | Buy | UNION PAC CORP | $4,068 | +101.4% | 20,756 | +125.9% | 0.40% | +65.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $4,026 | +117.6% | 71,975 | +121.8% | 0.39% | +78.6% |
| MDT | Buy | MEDTRONIC PLC | $4,025 | +214.0% | 32,110 | +210.8% | 0.39% | +158.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,951 | +49.4% | 10,111 | +53.1% | 0.39% | +22.9% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $3,898 | +23.5% | 29,590 | +24.5% | 0.38% | +1.6% |
| DHR | Buy | DANAHER CORPORATION | $3,890 | +865.3% | 12,776 | +750.6% | 0.38% | +691.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,843 | +69.2% | 1,442 | +59.2% | 0.38% | +38.9% |
| FTC | Buy | FIRST TRUST LRGCP GWT ALPHAD | $3,795 | +158.7% | 34,160 | +155.7% | 0.37% | +113.2% |
| MMLG | Sell | FIRST TR EXCHNG TRADED FD VImlt mngd lrg grw | $3,786 | +0.4% | 139,031 | -2.2% | 0.37% | -17.4% |
| DSTL | Buy | ETF SER SOLUTIONSdistillate us | $3,754 | -0.0% | 91,643 | +1.7% | 0.37% | -17.7% |
| TXN | Buy | TEXAS INSTRS INC | $3,488 | +173.4% | 18,146 | +173.6% | 0.34% | +124.3% |
| New | GINKGO BIOWORKS HOLDINGS INC | $3,416 | – | 294,749 | +100.0% | 0.33% | – | |
| GLD | Buy | SPDR GOLD TR | $3,392 | -0.5% | 20,655 | +0.4% | 0.33% | -18.3% |
| CSCO | Buy | CISCO SYS INC | $3,306 | +84.3% | 60,746 | +79.5% | 0.32% | +51.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $3,295 | +251.7% | 5,767 | +210.4% | 0.32% | +190.1% |
| CVX | Buy | CHEVRON CORP NEW | $3,217 | +61.7% | 31,709 | +67.0% | 0.31% | +33.1% |
| NEE | Buy | NEXTERA ENERGY INC | $3,211 | +223.0% | 40,890 | +201.5% | 0.31% | +166.1% |
| LOW | Buy | LOWES COS INC | $3,204 | +167.7% | 15,793 | +156.0% | 0.31% | +120.4% |
| UPST | Buy | UPSTART HLDGS INC | $3,196 | +287.9% | 10,100 | +53.0% | 0.31% | +218.4% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $3,115 | -1.0% | 41,181 | +1.5% | 0.30% | -18.7% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $3,108 | -2.3% | 37,917 | +2.2% | 0.30% | -19.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,106 | +50.4% | 11,378 | +53.1% | 0.30% | +23.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $3,057 | -8.2% | 56,603 | -4.8% | 0.30% | -24.5% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $3,022 | +4.6% | 41,251 | +5.8% | 0.30% | -14.0% |
| MRK | Buy | MERCK & CO INC | $2,979 | +6.4% | 39,661 | +10.1% | 0.29% | -12.6% |
| Buy | DERMTECH INC | $2,963 | -15.3% | 92,267 | +9.7% | 0.29% | -30.4% | |
| ORCL | Buy | ORACLE CORP | $2,953 | +170.9% | 33,890 | +142.0% | 0.29% | +121.5% |
| FMHI | Buy | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $2,950 | -0.4% | 52,892 | +0.4% | 0.29% | -18.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,946 | +211.1% | 6,556 | +173.9% | 0.29% | +154.9% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $2,934 | -12.0% | 51,666 | -11.3% | 0.29% | -27.5% |
| NFLX | Buy | NETFLIX INC | $2,883 | +210.3% | 4,723 | +168.5% | 0.28% | +156.4% |
| ACN | Buy | ACCENTURE PLC IRELAND | $2,880 | +269.7% | 9,003 | +240.9% | 0.28% | +202.2% |
| BLK | Buy | BLACKROCK INC | $2,869 | +156.4% | 3,421 | +167.5% | 0.28% | +110.5% |
| MRNA | Sell | MODERNA INC | $2,843 | +46.7% | 7,388 | -10.4% | 0.28% | +20.9% |
| AIRR | Buy | FIRST TR EXCHANGE-TRADED FDrba indl etf | $2,820 | +21.2% | 68,772 | +21.2% | 0.28% | -0.4% |
| T | Buy | AT&T INC | $2,809 | +119.8% | 103,987 | +134.3% | 0.27% | +80.3% |
| SHOP | Buy | SHOPIFY INCcl a | $2,798 | +0.3% | 2,064 | +8.1% | 0.27% | -17.5% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,790 | +2.9% | 55,249 | +5.0% | 0.27% | -15.2% |
| TGT | Buy | TARGET CORP | $2,798 | +226.9% | 12,229 | +245.4% | 0.27% | +167.6% |
| INTU | New | INTUIT | $2,767 | – | 5,128 | +100.0% | 0.27% | – |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,690 | +51.3% | 7,513 | +49.8% | 0.26% | +24.6% |
| MCD | Buy | MCDONALDS CORP | $2,653 | +55.1% | 11,003 | +48.6% | 0.26% | +27.6% |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $2,633 | -0.6% | 15,857 | +3.4% | 0.26% | -18.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $2,630 | +86.1% | 7,564 | +95.4% | 0.26% | +53.0% |
| MMM | Buy | 3M CO | $2,610 | +255.6% | 14,880 | +302.5% | 0.26% | +193.1% |
| BAC | Sell | BK OF AMERICA CORP | $2,613 | -20.4% | 61,547 | -22.6% | 0.26% | -34.6% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $2,555 | -0.1% | 29,904 | +0.4% | 0.25% | -17.8% |
| WMT | Buy | WALMART INC | $2,561 | +109.9% | 18,374 | +112.3% | 0.25% | +72.4% |
| IDXX | New | IDEXX LABS INC | $2,563 | – | 4,121 | +100.0% | 0.25% | – |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $2,536 | -9.6% | 40,505 | -0.0% | 0.25% | -25.5% |
| BA | Buy | BOEING CO | $2,519 | -7.3% | 11,454 | +1.0% | 0.25% | -23.8% |
| JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $2,521 | +5.3% | 47,419 | +5.3% | 0.25% | -13.4% |
| COP | Sell | CONOCOPHILLIPS | $2,497 | +0.6% | 36,852 | -9.6% | 0.24% | -17.3% |
| PSX | Buy | PHILLIPS 66 | $2,426 | -1.7% | 34,645 | +20.5% | 0.24% | -19.1% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $2,428 | -20.8% | 13,334 | -9.5% | 0.24% | -34.9% |
| FTXO | Buy | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $2,412 | +5.5% | 73,904 | +0.3% | 0.24% | -13.2% |
| LMT | Buy | LOCKHEED MARTIN CORP | $2,412 | +170.4% | 6,988 | +196.4% | 0.24% | +122.6% |
| GLTR | Buy | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $2,388 | -7.8% | 27,625 | +2.9% | 0.23% | -24.4% |
| IDEV | Buy | ISHARES TRcore msci intl | $2,360 | +705.5% | 35,312 | +711.8% | 0.23% | +560.0% |
| CCOR | Sell | LISTED FD TRcore alt fd | $2,352 | +0.1% | 79,282 | -0.9% | 0.23% | -17.6% |
| MS | Buy | MORGAN STANLEY | $2,354 | +66.6% | 24,195 | +57.0% | 0.23% | +36.9% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $2,334 | +35.4% | 5,816 | +34.5% | 0.23% | +11.2% |
| NKE | Buy | NIKE INCcl b | $2,327 | +219.6% | 16,025 | +240.0% | 0.23% | +164.0% |
| KO | Buy | COCA COLA CO | $2,318 | +78.4% | 44,176 | +84.0% | 0.23% | +46.8% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $2,224 | +70.2% | 27,137 | +70.6% | 0.22% | +40.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,174 | +9.6% | 15,646 | +15.7% | 0.21% | -10.2% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $2,170 | +8.1% | 40,834 | +8.5% | 0.21% | -10.9% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,153 | -13.8% | 36,395 | -2.6% | 0.21% | -29.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,142 | +7.1% | 14,343 | +5.9% | 0.21% | -12.2% |
| HON | Buy | HONEYWELL INTL INC | $2,099 | +21.3% | 9,890 | +25.3% | 0.20% | -0.5% |
| CELH | Buy | CELSIUS HLDGS INC | $2,083 | +56.1% | 23,123 | +31.9% | 0.20% | +28.5% |
| GGG | Buy | GRACO INC | $2,068 | -4.0% | 29,562 | +3.9% | 0.20% | -21.1% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,044 | +301.6% | 9,348 | +313.6% | 0.20% | +233.3% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $2,029 | +25.6% | 15,942 | +24.3% | 0.20% | +3.1% |
| MELI | Buy | MERCADOLIBRE INC | $2,020 | +85.3% | 1,203 | +71.9% | 0.20% | +51.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,991 | +91.3% | 23,167 | +89.8% | 0.19% | +56.5% |
| DOCU | Buy | DOCUSIGN INC | $1,922 | +242.6% | 7,468 | +272.1% | 0.19% | +180.6% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,919 | +95.2% | 39,390 | +87.5% | 0.19% | +59.8% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $1,901 | +314.2% | 3,111 | +283.6% | 0.19% | +238.2% |
| FTA | Buy | FIRST TR LRG CP VL ALPHADEX | $1,893 | +2.2% | 29,387 | +4.2% | 0.18% | -15.9% |
| EMR | Buy | EMERSON ELEC CO | $1,881 | +51.2% | 19,971 | +54.5% | 0.18% | +24.3% |
| INTC | Buy | INTEL CORP | $1,841 | +66.8% | 34,549 | +75.6% | 0.18% | +37.4% |
| XSVM | Buy | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $1,832 | +104.7% | 36,400 | +106.4% | 0.18% | +68.9% |
| IBB | Sell | ISHARES TRishares biotech | $1,824 | -3.1% | 11,282 | -1.9% | 0.18% | -20.5% |
| RODM | Buy | LATTICE STRATEGIES TRhartford mlt etf | $1,804 | +1.1% | 59,928 | +3.1% | 0.18% | -17.0% |
| SHW | Buy | SHERWIN WILLIAMS CO | $1,793 | +438.4% | 6,408 | +424.4% | 0.18% | +337.5% |
| IWR | Buy | ISHARES TRrus mid cap etf | $1,784 | +12.3% | 22,805 | +13.8% | 0.17% | -7.9% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $1,777 | +13.7% | 35,447 | +13.8% | 0.17% | -6.5% |
| QCOM | Buy | QUALCOMM INC | $1,777 | +214.0% | 13,779 | +247.7% | 0.17% | +159.7% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $1,773 | -2.7% | 20,608 | -2.7% | 0.17% | -19.9% |
| COF | Buy | CAPITAL ONE FINL CORP | $1,743 | +38.1% | 10,760 | +31.9% | 0.17% | +13.3% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $1,727 | -0.7% | 19,823 | +1.2% | 0.17% | -18.4% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $1,709 | +47.1% | 45,543 | +43.8% | 0.17% | +21.0% |
| TEAM | New | ATLASSIAN CORP PLCcl a | $1,694 | – | 4,327 | +100.0% | 0.16% | – |
| AUPH | Sell | AURINIA PHARMACEUTICALS INC | $1,693 | +46.3% | 76,500 | -14.3% | 0.16% | +20.4% |
| ARKK | Buy | ARK ETF TRinnovation etf | $1,675 | -9.8% | 15,150 | +6.6% | 0.16% | -25.8% |
| ABBV | Sell | ABBVIE INC | $1,670 | -9.0% | 15,484 | -5.0% | 0.16% | -25.2% |
| KOMP | Buy | SPDR SER TRs&p kensho new | $1,673 | +646.9% | 27,466 | +717.9% | 0.16% | +503.7% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,664 | +10.3% | 4,403 | +10.7% | 0.16% | -8.9% |
| AMGN | Buy | AMGEN INC | $1,657 | +10.0% | 7,792 | +26.0% | 0.16% | -9.5% |
| SBUX | Buy | STARBUCKS CORP | $1,645 | +27.5% | 14,913 | +29.3% | 0.16% | +5.2% |
| ASML | Buy | ASML HOLDING N V | $1,595 | +69.5% | 2,140 | +57.1% | 0.16% | +39.3% |
| ABT | Buy | ABBOTT LABS | $1,600 | +29.9% | 13,548 | +27.5% | 0.16% | +6.8% |
| DES | New | WISDOMTREE TRus smallcap divd | $1,596 | – | 51,755 | +100.0% | 0.16% | – |
| UCON | Buy | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $1,582 | +3.7% | 59,528 | +4.0% | 0.16% | -14.4% |
| MFMS | New | RBB FD INCmfam smlcp grwth | $1,577 | – | 40,314 | +100.0% | 0.15% | – |
| DXCM | New | DEXCOM INC | $1,577 | – | 2,883 | +100.0% | 0.15% | – |
| QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $1,555 | – | 13,975 | +100.0% | 0.15% | – |
| PEP | Buy | PEPSICO INC | $1,542 | +19.9% | 10,255 | +18.1% | 0.15% | -1.3% |
| TROW | Buy | PRICE T ROWE GROUP INC | $1,526 | +100.8% | 7,759 | +102.0% | 0.15% | +65.6% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $1,529 | +12.2% | 17,266 | +14.8% | 0.15% | -8.0% |
| KRMA | New | GLOBAL X FDSconscious cos | $1,514 | – | 48,292 | +100.0% | 0.15% | – |
| CFO | New | VICTORY PORTFOLIOS II | $1,515 | – | 21,293 | +100.0% | 0.15% | – |
| ICLN | Sell | ISHARES TRgl clean ene etf | $1,507 | -8.3% | 69,602 | -0.6% | 0.15% | -24.6% |
| FTCV | New | FINTECH ACQUISITION CORP V | $1,502 | – | 148,300 | +100.0% | 0.15% | – |
| ISRG | Buy | INTUITIVE SURGICAL INC | $1,494 | +245.8% | 1,503 | +219.8% | 0.15% | +186.3% |
| LIN | Buy | LINDE PLC | $1,490 | +213.7% | 5,078 | +209.1% | 0.15% | +160.7% |
| SQ | Buy | SQUARE INCcl a | $1,483 | +6.2% | 6,182 | +7.9% | 0.14% | -12.7% |
| IXN | Buy | ISHARES TRglobal tech etf | $1,451 | +8.0% | 25,610 | +543.0% | 0.14% | -11.2% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $1,452 | +193.3% | 24,685 | +197.4% | 0.14% | +140.7% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $1,426 | +176.9% | 4,849 | +169.1% | 0.14% | +127.9% |
| PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $1,425 | +0.6% | 53,045 | +2.0% | 0.14% | -17.3% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,416 | +131.0% | 13,763 | +110.7% | 0.14% | +89.0% |
| JSMD | Buy | JANUS DETROIT STR TRhendersn sml etf | $1,411 | +2.4% | 21,754 | +6.7% | 0.14% | -15.9% |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $1,406 | -7.2% | 24,901 | -5.8% | 0.14% | -23.9% |
| AVGO | Buy | BROADCOM INC | $1,400 | +295.5% | 2,888 | +288.7% | 0.14% | +226.2% |
| LRCX | Buy | LAM RESEARCH CORP | $1,386 | +191.8% | 2,435 | +233.6% | 0.14% | +141.1% |
| PBCT | New | PEOPLES UNITED FINANCIAL INC | $1,350 | – | 77,257 | +100.0% | 0.13% | – |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $1,344 | +26.3% | 7,488 | +25.6% | 0.13% | +4.0% |
| NXTG | Buy | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $1,333 | +11.8% | 17,472 | +11.8% | 0.13% | -8.5% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $1,324 | -1.8% | 8,358 | -0.6% | 0.13% | -19.4% |
| CB | Buy | CHUBB LIMITED | $1,316 | +175.9% | 7,585 | +152.8% | 0.13% | +126.3% |
| TFC | Buy | TRUIST FINL CORP | $1,292 | +121.6% | 22,023 | +109.5% | 0.13% | +82.6% |
| MRVL | New | MARVELL TECHNOLOGY INC | $1,259 | – | 20,880 | +100.0% | 0.12% | – |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,254 | +1.3% | 11,194 | +2.4% | 0.12% | -17.0% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,236 | +27.4% | 6,183 | +26.6% | 0.12% | +5.2% |
| LULU | Buy | LULULEMON ATHLETICA INC | $1,228 | +366.9% | 3,035 | +320.9% | 0.12% | +287.1% |
| IHAK | Buy | ISHARES TRcybersecurity | $1,231 | +7.7% | 28,323 | +6.9% | 0.12% | -11.8% |
| MBB | Buy | ISHARES TRmbs etf | $1,224 | +54.2% | 11,323 | +54.3% | 0.12% | +27.7% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,217 | +107.7% | 4,587 | +111.5% | 0.12% | +70.0% |
| AMP | Buy | AMERIPRISE FINL INC | $1,213 | +267.6% | 4,593 | +246.4% | 0.12% | +202.6% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $1,203 | +51.3% | 7,947 | +40.6% | 0.12% | +25.5% |
| FRT | New | FEDERAL RLTY INVT TRsh ben int new | $1,189 | – | 10,074 | +100.0% | 0.12% | – |
| NVS | Buy | NOVARTIS AGsponsored adr | $1,191 | +60.9% | 14,567 | +79.6% | 0.12% | +31.8% |
| BEN | New | FRANKLIN RESOURCES INC | $1,177 | – | 39,615 | +100.0% | 0.12% | – |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,141 | +19.5% | 11,657 | +25.0% | 0.11% | -1.8% |
| ALGN | New | ALIGN TECHNOLOGY INC | $1,138 | – | 1,710 | +100.0% | 0.11% | – |
| ORI | New | OLD REP INTL CORP | $1,138 | – | 49,185 | +100.0% | 0.11% | – |
| FDVV | Sell | FIDELITY COVINGTON TRUSThigh divid etf | $1,139 | -2.6% | 30,795 | -0.7% | 0.11% | -20.1% |
| SE | Buy | SEA LTDsponsord ads | $1,130 | +41.6% | 3,544 | +21.9% | 0.11% | +15.8% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $1,115 | +15.4% | 9,845 | +17.2% | 0.11% | -5.2% |
| LLY | Buy | LILLY ELI & CO | $1,114 | +281.5% | 4,822 | +279.1% | 0.11% | +211.4% |
| TIP | Buy | ISHARES TRtips bd etf | $1,106 | +38.9% | 8,658 | +39.2% | 0.11% | +13.7% |
| WFC | Sell | WELLS FARGO CO NEW | $1,106 | -36.0% | 23,826 | -37.5% | 0.11% | -47.3% |
| MUJ | Buy | BLACKROCK MUNIHLDGS NJ QLTY | $1,103 | +1.6% | 70,530 | +3.6% | 0.11% | -16.3% |
| TJX | Buy | TJX COS INC NEW | $1,078 | +115.2% | 16,335 | +119.7% | 0.10% | +75.0% |
| RWJ | Buy | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $1,057 | +288.6% | 9,042 | +300.3% | 0.10% | +221.9% |
| AXP | Sell | AMERICAN EXPRESS CO | $1,045 | -23.2% | 6,239 | -24.2% | 0.10% | -37.0% |
| XT | Sell | ISHARES TRexponential tech | $1,023 | -9.0% | 16,312 | -8.2% | 0.10% | -25.4% |
| EBAY | New | EBAY INC. | $1,014 | – | 14,559 | +100.0% | 0.10% | – |
| SYLD | New | CAMBRIA ETF TR | $1,015 | – | 16,870 | +100.0% | 0.10% | – |
| DUSA | New | DAVIS FUNDAMENTAL ETF TRselect us eqty | $1,017 | – | 30,021 | +100.0% | 0.10% | – |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,010 | +7.3% | 26,012 | +8.8% | 0.10% | -11.6% |
| TLTD | New | FLEXSHARES TRm star dev mkt | $970 | – | 13,517 | +100.0% | 0.10% | – |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $967 | -6.0% | 7,436 | -5.7% | 0.09% | -23.0% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $950 | -8.8% | 6,188 | -8.1% | 0.09% | -25.0% |
| DEO | Buy | DIAGEO PLCspon adr new | $950 | +144.2% | 4,922 | +142.8% | 0.09% | +102.2% |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $948 | +15.6% | 18,887 | +15.7% | 0.09% | -4.1% |
| DVY | Buy | ISHARES TRselect divid etf | $953 | +7.1% | 8,310 | +8.9% | 0.09% | -12.3% |
| ABNB | Buy | AIRBNB INC | $955 | +43.6% | 5,691 | +31.0% | 0.09% | +17.7% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $912 | +0.1% | 3,882 | -1.4% | 0.09% | -17.6% |
| PH | Buy | PARKER-HANNIFIN CORP | $915 | +146.0% | 3,271 | +170.3% | 0.09% | +102.3% |
| REGN | New | REGENERON PHARMACEUTICALS | $890 | – | 1,471 | +100.0% | 0.09% | – |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $886 | -13.7% | 17,462 | -13.7% | 0.09% | -28.7% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $886 | +205.5% | 7,720 | +216.5% | 0.09% | +155.9% |
| PDD | New | PINDUODUO INCsponsored ads | $879 | – | 9,692 | +100.0% | 0.09% | – |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $879 | -6.0% | 9,316 | -5.3% | 0.09% | -22.5% |
| ADI | Buy | ANALOG DEVICES INC | $871 | +105.9% | 5,198 | +111.7% | 0.08% | +70.0% |
| FYC | Sell | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $869 | -4.1% | 12,144 | -1.8% | 0.08% | -21.3% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $862 | +5.3% | 3,913 | +3.3% | 0.08% | -13.4% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $833 | -0.4% | 13,167 | +3.5% | 0.08% | -18.2% |
| IYW | Buy | ISHARES TRu.s. tech etf | $831 | +27.1% | 8,202 | +24.7% | 0.08% | +3.8% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $823 | -1.7% | 2 | 0.0% | 0.08% | -19.2% | |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $799 | +20.9% | 11,611 | +22.9% | 0.08% | -1.3% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $799 | +7.5% | 3,117 | +10.1% | 0.08% | -11.4% |
| VFC | Buy | V F CORP | $786 | +75.1% | 11,739 | +114.6% | 0.08% | +45.3% |
| MOON | New | DIREXION SHS ETF TRmoonshot innovat | $781 | – | 24,450 | +100.0% | 0.08% | – |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $775 | +26.2% | 7,611 | +26.1% | 0.08% | +4.1% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $770 | -22.5% | 19,898 | -20.9% | 0.08% | -36.4% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $745 | +35.7% | 3,153 | +35.8% | 0.07% | +12.3% |
| RSG | Buy | REPUBLIC SVCS INC | $736 | +190.9% | 6,134 | +167.0% | 0.07% | +140.0% |
| IXUS | Buy | ISHARES TRcore msci total | $735 | -3.0% | 10,350 | +0.0% | 0.07% | -20.0% |
| C | Buy | CITIGROUP INC | $726 | +55.1% | 10,339 | +56.3% | 0.07% | +26.8% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $724 | +96.7% | 5,947 | +128.6% | 0.07% | +61.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $730 | +22.5% | 3,084 | +22.7% | 0.07% | 0.0% |
| DINT | New | DAVIS FUNDAMENTAL ETF TRselct intl etf | $726 | – | 36,904 | +100.0% | 0.07% | – |
| DOW | Sell | DOW INC | $732 | -41.2% | 12,723 | -35.3% | 0.07% | -52.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $730 | +117.9% | 1,524 | +68.8% | 0.07% | +77.5% |
| SHY | New | ISHARES TR1 3 yr treas bd | $713 | – | 8,281 | +100.0% | 0.07% | – |
| HDMV | New | FIRST TR EXCH TRADED FD IIIhorizon mngd etf | $716 | – | 23,216 | +100.0% | 0.07% | – |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $702 | +12.0% | 6,794 | +13.6% | 0.07% | -6.8% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $697 | -46.4% | 3,565 | -47.7% | 0.07% | -55.8% |
| SUB | ISHARES TRshrt nat mun etf | $683 | -0.1% | 6,347 | 0.0% | 0.07% | -17.3% | |
| FDRR | Sell | FIDELITY COVINGTON TRUSTdivid etf risi | $684 | -2.7% | 16,530 | -0.6% | 0.07% | -20.2% |
| ESGU | Buy | ISHARES TResg awr msci usa | $676 | +0.4% | 6,861 | +0.5% | 0.07% | -17.5% |
| DD | Buy | DUPONT DE NEMOURS INC | $671 | +26.4% | 9,871 | +43.9% | 0.07% | +4.8% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $664 | -13.3% | 7,584 | -12.8% | 0.06% | -28.6% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $664 | +46.9% | 11,416 | +57.7% | 0.06% | +20.4% |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $642 | – | 7,043 | +100.0% | 0.06% | – |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $643 | -0.6% | 8,659 | +1.3% | 0.06% | -18.2% |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $641 | -3.2% | 19,398 | -3.6% | 0.06% | -20.3% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $643 | +3.9% | 4,832 | +4.8% | 0.06% | -14.9% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $641 | +86.9% | 2,610 | +91.3% | 0.06% | +53.7% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $632 | +21.5% | 9,353 | +21.9% | 0.06% | 0.0% |
| PEJ | Buy | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $630 | +165.8% | 12,522 | +175.9% | 0.06% | +121.4% |
| LUNA | New | LUNA INNOVATIONS INC | $626 | – | 65,850 | +100.0% | 0.06% | – |
| OXY | Sell | OCCIDENTAL PETE CORP | $628 | -14.1% | 21,226 | -9.2% | 0.06% | -29.9% |
| JD | Buy | JD.COM INCspon adr cl a | $616 | +11.4% | 8,522 | +22.9% | 0.06% | -9.1% |
| FPX | Buy | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $619 | +11.9% | 5,017 | +15.6% | 0.06% | -9.1% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $613 | -2.1% | 7,743 | +0.1% | 0.06% | -18.9% |
| NIO | Buy | NIO INCspon ads | $600 | -30.7% | 16,833 | +3.4% | 0.06% | -42.7% |
| GD | Sell | GENERAL DYNAMICS CORP | $608 | -6.3% | 3,102 | -10.0% | 0.06% | -23.4% |
| HACK | Buy | ETF MANAGERS TRprime cybr scrty | $599 | +74.6% | 9,854 | +74.1% | 0.06% | +43.9% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $601 | -12.4% | 3,421 | -13.5% | 0.06% | -28.0% |
| DBAW | New | DBX ETF TRxtrack msci all | $591 | – | 17,905 | +100.0% | 0.06% | – |
| VOX | Buy | VANGUARD WORLD FDS | $597 | +104.5% | 4,242 | +108.9% | 0.06% | +65.7% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $587 | +6.5% | 3,664 | +10.2% | 0.06% | -12.3% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $580 | +4.5% | 5,661 | +3.0% | 0.06% | -13.6% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $582 | -21.2% | 11,505 | -20.8% | 0.06% | -35.2% |
| FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $571 | -39.1% | 17,440 | -38.3% | 0.06% | -49.5% |
| AMAT | Sell | APPLIED MATLS INC | $573 | -54.1% | 4,455 | -49.2% | 0.06% | -62.2% |
| TWLO | Buy | TWILIO INCcl a | $565 | +37.5% | 1,770 | +69.7% | 0.06% | +12.2% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $559 | +11.1% | 4,001 | +11.7% | 0.06% | -8.3% |
| DG | Buy | DOLLAR GEN CORP NEW | $549 | +147.3% | 2,589 | +152.3% | 0.05% | +107.7% |
| EOG | Buy | EOG RES INC | $557 | +92.1% | 6,940 | +99.9% | 0.05% | +58.8% |
| IAU | Sell | ISHARES GOLD TRishares new | $538 | -2.4% | 16,092 | -1.5% | 0.05% | -18.5% |
| USFR | New | WISDOMTREE TRfloatng rat trea | $547 | – | 21,792 | +100.0% | 0.05% | – |
| SO | Buy | SOUTHERN CO | $543 | +72.9% | 8,768 | +69.0% | 0.05% | +43.2% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $546 | +77.3% | 1,821 | +88.1% | 0.05% | +43.2% |
| CL | Buy | COLGATE PALMOLIVE CO | $542 | +67.8% | 7,176 | +80.9% | 0.05% | +39.5% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $532 | -63.1% | 24,541 | -63.0% | 0.05% | -69.6% |
| CAT | Sell | CATERPILLAR INC | $529 | -55.2% | 2,754 | -49.3% | 0.05% | -62.9% |
| BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $532 | -65.7% | 24,728 | -65.6% | 0.05% | -71.7% |
| MO | Buy | ALTRIA GROUP INC | $518 | +12.1% | 11,369 | +17.3% | 0.05% | -7.3% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $515 | +0.4% | 7,264 | +1.9% | 0.05% | -18.0% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $515 | +31.7% | 9,668 | +32.1% | 0.05% | +8.7% |
| IGIB | Sell | ISHARES TR | $516 | -7.9% | 8,586 | -7.1% | 0.05% | -25.4% |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $508 | – | 2,530 | +100.0% | 0.05% | – |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $512 | -6.2% | 21,290 | +2.7% | 0.05% | -23.1% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $516 | -19.5% | 3,961 | -19.4% | 0.05% | -34.2% |
| BX | Buy | BLACKSTONE INC | $509 | +29.8% | 4,379 | +8.5% | 0.05% | +6.4% |
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $513 | -66.5% | 24,320 | -66.5% | 0.05% | -72.5% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $498 | +96.1% | 7,788 | +94.2% | 0.05% | +63.3% |
| AWTM | New | TIDAL ETF TRaware ultrashr | $502 | – | 10,083 | +100.0% | 0.05% | – |
| ROKU | New | ROKU INC | $502 | – | 1,602 | +100.0% | 0.05% | – |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $504 | +15.9% | 9,667 | +19.7% | 0.05% | -5.8% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $505 | +19.1% | 14,675 | +19.8% | 0.05% | -2.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $501 | -4.9% | 5,282 | -0.7% | 0.05% | -22.2% |
| SOFI | New | SOFI TECHNOLOGIES INC | $504 | – | 31,711 | +100.0% | 0.05% | – |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $497 | +19.5% | 19,558 | +21.1% | 0.05% | 0.0% |
| HDV | Buy | ISHARES TRcore high dv etf | $487 | +22.1% | 5,163 | +24.8% | 0.05% | +2.1% |
| CVS | Sell | CVS HEALTH CORP | $488 | -35.7% | 5,753 | -36.7% | 0.05% | -46.7% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $487 | +62.9% | 7,756 | +836.7% | 0.05% | +33.3% |
| XLC | Sell | SELECT SECTOR SPDR TR | $493 | -3.5% | 6,159 | -2.4% | 0.05% | -21.3% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $494 | -0.4% | 1,682 | +5.8% | 0.05% | -18.6% |
| MUB | Sell | ISHARES TRnational mun etf | $487 | -25.9% | 4,191 | -25.2% | 0.05% | -38.5% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $477 | +113.9% | 10,994 | +111.1% | 0.05% | +80.8% |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $483 | – | 2,786 | +100.0% | 0.05% | – |
| CSX | New | CSX CORP | $480 | – | 16,128 | +100.0% | 0.05% | – |
| SNAP | Buy | SNAP INCcl a | $483 | +120.5% | 6,536 | +102.9% | 0.05% | +80.8% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $475 | +19.6% | 21,407 | +20.4% | 0.05% | -2.1% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $467 | -35.3% | 2,260 | -30.0% | 0.05% | -46.5% |
| HZNP | New | HORIZON THERAPEUTICS PUB L | $467 | – | 4,265 | +100.0% | 0.05% | – |
| BST | Sell | BLACKROCK SCIENCE & TECHNOLO | $474 | -17.3% | 9,080 | -5.6% | 0.05% | -32.4% |
| IFRA | New | ISHARES TRus infrastruc | $466 | – | 13,671 | +100.0% | 0.05% | – |
| NOW | Sell | SERVICENOW INC | $467 | +3.3% | 750 | -8.9% | 0.05% | -14.8% |
| TMDX | Sell | TRANSMEDICS GROUP INC | $472 | -8.0% | 14,270 | -7.8% | 0.05% | -24.6% |
| DFS | Buy | DISCOVER FINL SVCS | $476 | +72.5% | 3,878 | +66.4% | 0.05% | +39.4% |
| FPXI | Buy | FIRST TR EXCHANGE TRADED FDintl equity opp | $469 | +14.4% | 7,328 | +22.1% | 0.05% | -6.1% |
| BSJO | Sell | INVESCO EXCH TRD SLF IDX FD | $469 | -66.1% | 18,749 | -65.9% | 0.05% | -72.0% |
| HAIL | New | SPDR SER TRs&p kensho smart | $473 | – | 8,633 | +100.0% | 0.05% | – |
| CEFS | New | EXCHANGE LISTED FDS TRsaba int rate | $464 | – | 21,791 | +100.0% | 0.04% | – |
| INMD | INMODE LTD | $462 | +68.0% | 2,900 | 0.0% | 0.04% | +36.4% | |
| AOR | ISHARES TRgrwt allocat etf | $464 | -0.9% | 8,360 | 0.0% | 0.04% | -19.6% | |
| LDUR | Sell | PIMCO ETF TRenhncd lw dur ac | $462 | -68.3% | 4,540 | -68.3% | 0.04% | -74.0% |
| F | Sell | FORD MTR CO DEL | $465 | -55.3% | 32,822 | -53.2% | 0.04% | -63.7% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $448 | +17.9% | 2,644 | +20.7% | 0.04% | -2.2% |
| EFG | Sell | ISHARES TReafe grwth etf | $451 | -6.6% | 4,235 | -6.0% | 0.04% | -22.8% |
| SIMS | New | SPDR SER TRs&p kensho intlg | $452 | – | 10,340 | +100.0% | 0.04% | – |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $453 | +55.7% | 5,586 | +62.3% | 0.04% | +25.7% |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $438 | – | 9,801 | +100.0% | 0.04% | – |
| USB | Sell | US BANCORP DEL | $437 | -53.3% | 7,344 | -55.3% | 0.04% | -61.3% |
| WM | Buy | WASTE MGMT INC DEL | $445 | +58.4% | 2,979 | +48.7% | 0.04% | +30.3% |
| ROBT | Buy | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $438 | +8.4% | 8,158 | +9.7% | 0.04% | -10.4% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $432 | -49.6% | 1,652 | -25.4% | 0.04% | -58.8% |
| SPOT | Sell | SPOTIFY TECHNOLOGY S A | $426 | -33.4% | 1,890 | -18.7% | 0.04% | -44.7% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $432 | +9.6% | 11,823 | +4.9% | 0.04% | -10.6% |
| SLV | Sell | ISHARES SILVER TRishares | $427 | -21.9% | 20,789 | -8.0% | 0.04% | -35.4% |
| ULST | New | SSGA ACTIVE ETF TRult sht trm bd | $435 | – | 10,749 | +100.0% | 0.04% | – |
| ANTM | Buy | ANTHEM INC | $418 | +2.2% | 1,122 | +4.8% | 0.04% | -16.3% |
| IYH | Buy | ISHARES TRus hlthcare etf | $416 | +65.1% | 1,506 | +63.0% | 0.04% | +36.7% |
| OGIG | New | OSI ETF TR | $418 | – | 7,899 | +100.0% | 0.04% | – |
| FNX | Buy | FIRST TR MID CAP CORE ALPHAD | $415 | +7.5% | 4,252 | +10.4% | 0.04% | -10.9% |
| ARKW | Sell | ARK ETF TRnext gnrtn inter | $410 | -16.0% | 2,956 | -6.7% | 0.04% | -31.0% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $407 | +40.3% | 4,967 | +24.0% | 0.04% | +17.6% |
| DUK | Buy | DUKE ENERGY CORP NEW | $411 | +10.8% | 4,215 | +12.1% | 0.04% | -9.1% |
| EFA | Buy | ISHARES TRmsci eafe etf | $409 | +0.5% | 5,239 | +1.4% | 0.04% | -16.7% |
| PPL | Sell | PPL CORP | $406 | -13.2% | 14,550 | -13.0% | 0.04% | -28.6% |
| VLO | New | VALERO ENERGY CORP | $400 | – | 5,666 | +100.0% | 0.04% | – |
| New | GENERAL ELECTRIC CO | $402 | – | 3,900 | +100.0% | 0.04% | – | |
| JDIV | Buy | J P MORGAN EXCHANGE-TRADED Fus dividend | $396 | +2.6% | 12,495 | +5.5% | 0.04% | -15.2% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $398 | +33.1% | 4,067 | +35.3% | 0.04% | +8.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $400 | -6.3% | 7,991 | +1.7% | 0.04% | -23.5% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $397 | -2.2% | 826 | 0.0% | 0.04% | -18.8% | |
| SPGI | New | S&P GLOBAL INC | $404 | – | 952 | +100.0% | 0.04% | – |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $391 | -71.2% | 2,642 | -55.9% | 0.04% | -76.4% |
| UBER | Sell | UBER TECHNOLOGIES INC | $388 | -30.3% | 8,658 | -22.1% | 0.04% | -42.4% |
| SOXX | ISHARES TRishares semicdtr | $393 | -1.8% | 881 | 0.0% | 0.04% | -20.8% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $389 | -14.7% | 7,730 | -6.5% | 0.04% | -29.6% |
| NUE | New | NUCOR CORP | $382 | – | 3,875 | +100.0% | 0.04% | – |
| GEM | New | GOLDMAN SACHS ETF TRactivebeta eme | $383 | – | 10,327 | +100.0% | 0.04% | – |
| ZTS | Buy | ZOETIS INCcl a | $375 | +50.6% | 1,933 | +44.8% | 0.04% | +23.3% |
| BGFV | Sell | BIG 5 SPORTING GOODS CORP | $373 | -39.7% | 16,197 | -32.8% | 0.04% | -51.4% |
| FSK | Sell | FS KKR CAP CORP | $370 | -11.5% | 16,775 | -13.7% | 0.04% | -28.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $371 | +6.0% | 1,323 | +9.4% | 0.04% | -14.3% |
| BUG | New | GLOBAL X FDScybrscurty etf | $364 | – | 11,934 | +100.0% | 0.04% | – |
| SDY | Sell | SPDR SER TRs&p divid etf | $369 | -5.1% | 3,138 | -1.3% | 0.04% | -21.7% |
| BIIB | Sell | BIOGEN INC | $366 | -47.1% | 1,295 | -35.2% | 0.04% | -56.1% |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $372 | +1.6% | 5,932 | +4.0% | 0.04% | -16.3% |
| GOVT | Buy | ISHARES TRus treas bd etf | $361 | +1.4% | 13,624 | +1.9% | 0.04% | -16.7% |
| SHM | New | SPDR SER TRnuveen blmbrg sr | $356 | – | 7,209 | +100.0% | 0.04% | – |
| DON | Sell | WISDOMTREE TRus midcap divid | $356 | -6.8% | 8,598 | -5.7% | 0.04% | -22.2% |
| APD | Sell | AIR PRODS & CHEMS INC | $355 | -16.9% | 1,384 | -6.8% | 0.04% | -31.4% |
| ETSY | Buy | ETSY INC | $360 | +0.8% | 1,733 | +0.1% | 0.04% | -16.7% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $350 | +6.4% | 11,874 | +22.8% | 0.03% | -12.8% |
| MCO | Buy | MOODYS CORP | $333 | +6.7% | 939 | +8.9% | 0.03% | -10.8% |
| ATSG | AIR TRANSPORT SERVICES GRP I | $337 | +10.9% | 13,076 | 0.0% | 0.03% | -8.3% | |
| WEC | New | WEC ENERGY GROUP INC | $334 | – | 3,790 | +100.0% | 0.03% | – |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $336 | +8.4% | 3,297 | +10.0% | 0.03% | -10.8% |
| MYOV | MYOVANT SCIENCES LTD | $337 | -1.5% | 15,000 | 0.0% | 0.03% | -19.5% | |
| PCEF | New | INVESCO EXCH TRADED FD TR II | $328 | – | 13,686 | +100.0% | 0.03% | – |
| BSJN | Buy | INVESCO EXCH TRD SLF IDX FD | $330 | +4.1% | 13,045 | +4.8% | 0.03% | -15.8% |
| EXC | New | EXELON CORP | $324 | – | 6,701 | +100.0% | 0.03% | – |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $323 | +14.5% | 2,934 | +17.2% | 0.03% | -5.9% |
| ROBO | Buy | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $327 | +2.2% | 5,076 | +3.5% | 0.03% | -15.8% |
| GPRE | New | GREEN PLAINS INC | $323 | – | 9,886 | +100.0% | 0.03% | – |
| SUN | New | SUNOCO LP/SUNOCO FIN CORP | $325 | – | 8,705 | +100.0% | 0.03% | – |
| CMI | Buy | CUMMINS INC | $324 | -2.1% | 1,443 | +6.3% | 0.03% | -17.9% |
| ALLY | New | ALLY FINL INC | $315 | – | 6,165 | +100.0% | 0.03% | – |
| FINX | New | GLOBAL X FDSfintech etf | $321 | – | 6,675 | +100.0% | 0.03% | – |
| CHWY | Buy | CHEWY INCcl a | $314 | +18.5% | 4,613 | +38.6% | 0.03% | 0.0% |
| IQV | Buy | IQVIA HLDGS INC | $318 | +29.3% | 1,327 | +30.7% | 0.03% | +6.9% |
| FYX | Sell | FIRST TR SML CP CORE ALPHA F | $315 | -86.8% | 3,444 | -86.5% | 0.03% | -89.0% |
| DKNG | Sell | DRAFTKINGS INC | $318 | -8.9% | 6,599 | -1.4% | 0.03% | -24.4% |
| VIAC | Buy | VIACOMCBS INCcl b | $320 | +12.3% | 8,091 | +28.2% | 0.03% | -8.8% |
| STEM | New | STEM INC | $314 | – | 13,125 | +100.0% | 0.03% | – |
| BFA | Sell | BROWN FORMAN CORPcl a | $310 | -73.2% | 4,947 | -69.9% | 0.03% | -78.3% |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $303 | – | 1,572 | +100.0% | 0.03% | – |
| REMX | New | VANECK ETF TRUSTrare earth/strtg | $307 | – | 2,979 | +100.0% | 0.03% | – |
| U | Buy | UNITY SOFTWARE INC | $306 | +30.2% | 2,425 | +13.3% | 0.03% | +7.1% |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $296 | – | 7,744 | +100.0% | 0.03% | – |
| KRE | New | SPDR SER TRs&p regl bkg | $296 | – | 4,366 | +100.0% | 0.03% | – |
| VLUE | Sell | ISHARES TRmsci usa value | $298 | -28.7% | 2,958 | -25.7% | 0.03% | -42.0% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $294 | +27.3% | 3,718 | +32.3% | 0.03% | +7.4% |
| IDV | Buy | ISHARES TRintl sel div etf | $298 | +4.2% | 9,802 | +11.2% | 0.03% | -14.7% |
| ILMN | New | ILLUMINA INC | $292 | – | 719 | +100.0% | 0.03% | – |
| ARKF | Sell | ARK ETF TRfintech innova | $294 | -50.4% | 5,947 | -45.8% | 0.03% | -58.6% |
| ESPO | New | VANECK ETF TRUSTvideo gmng esprt | $297 | – | 4,571 | +100.0% | 0.03% | – |
| VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $296 | +0.7% | 4,207 | 0.0% | 0.03% | -17.1% | |
| RDIV | Sell | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $285 | -11.5% | 7,314 | -6.4% | 0.03% | -26.3% |
| ETY | Sell | EATON VANCE TAX-MANAGED DIVE | $291 | -22.0% | 20,884 | -21.3% | 0.03% | -36.4% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $282 | -28.6% | 9,237 | -23.2% | 0.03% | -40.4% |
| DE | Buy | DEERE & CO | $285 | +6.3% | 850 | +11.8% | 0.03% | -12.5% |
| FEP | Buy | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $286 | +26.5% | 6,820 | +28.5% | 0.03% | +3.7% |
| SPYV | SPDR SER TRprtflo s&p500 vl | $291 | -1.4% | 7,463 | 0.0% | 0.03% | -20.0% | |
| TTD | New | THE TRADE DESK INC | $280 | – | 3,989 | +100.0% | 0.03% | – |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $281 | +25.4% | 6,317 | +25.1% | 0.03% | 0.0% |
| VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $280 | -1.4% | 1,988 | 0.0% | 0.03% | -20.6% | |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $274 | +2.2% | 1,027 | +0.7% | 0.03% | -15.6% |
| DRI | New | DARDEN RESTAURANTS INC | $276 | – | 1,822 | +100.0% | 0.03% | – |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $272 | +7.1% | 3,302 | +7.4% | 0.03% | -10.0% |
| BDX | Buy | BECTON DICKINSON & CO | $274 | +14.2% | 1,116 | +13.0% | 0.03% | -6.9% |
| PRNT | Buy | ARK ETF TR3d printing etf | $279 | -8.5% | 7,824 | +2.1% | 0.03% | -25.0% |
| TWTR | Sell | TWITTER INC | $272 | -53.7% | 4,500 | -47.3% | 0.03% | -61.4% |
| KMB | Buy | KIMBERLY-CLARK CORP | $275 | +2.6% | 2,078 | +3.6% | 0.03% | -15.6% |
| XOP | Buy | SPDR SER TRs&p oilgas exp | $274 | +2.6% | 2,833 | +2.8% | 0.03% | -15.6% |
| MAXR | New | MAXAR TECHNOLOGIES INC | $274 | – | 9,686 | +100.0% | 0.03% | – |
| ESTC | New | ELASTIC N V | $275 | – | 1,843 | +100.0% | 0.03% | – |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $267 | +2.3% | 4,690 | +2.5% | 0.03% | -16.1% |
| SYK | Buy | STRYKER CORPORATION | $268 | +33.3% | 1,016 | +31.4% | 0.03% | +8.3% |
| DDOG | Sell | DATADOG INC | $262 | +29.1% | 1,853 | -5.1% | 0.03% | +8.3% |
| Z | New | ZILLOW GROUP INCcl c cap stk | $267 | – | 3,025 | +100.0% | 0.03% | – |
| New | ROBINHOOD MKTS INC | $264 | – | 6,284 | +100.0% | 0.03% | – | |
| SNPS | New | SYNOPSYS INC | $268 | – | 894 | +100.0% | 0.03% | – |
| RMD | New | RESMED INC | $256 | – | 973 | +100.0% | 0.02% | – |
| FAST | New | FASTENAL CO | $255 | – | 4,943 | +100.0% | 0.02% | – |
| BYND | Buy | BEYOND MEAT INC | $258 | -21.1% | 2,447 | +17.7% | 0.02% | -35.9% |
| ZS | New | ZSCALER INC | $256 | – | 977 | +100.0% | 0.02% | – |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $251 | -0.8% | 4,444 | -0.2% | 0.02% | -16.7% |
| HYMB | Sell | SPDR SER TRnuveen bbg brcly | $255 | -8.9% | 4,249 | -7.6% | 0.02% | -24.2% |
| POWW | Sell | AMMO INC | $246 | -58.1% | 40,000 | -33.3% | 0.02% | -65.7% |
| CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $242 | -35.3% | 9,686 | -31.7% | 0.02% | -45.5% |
| HTEC | New | EXCHANGE TRADED CONCEPTS TRrobo gbl hltcr | $248 | – | 5,441 | +100.0% | 0.02% | – |
| HMOP | Buy | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $241 | +0.8% | 5,776 | +1.7% | 0.02% | -14.3% |
| PINS | Sell | PINTEREST INCcl a | $246 | -61.5% | 4,826 | -40.4% | 0.02% | -68.4% |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $249 | – | 2,788 | +100.0% | 0.02% | – |
| VHT | VANGUARD WORLD FDShealth car etf | $241 | 0.0% | 976 | 0.0% | 0.02% | -17.2% | |
| XEL | Buy | XCEL ENERGY INC | $248 | -4.6% | 3,970 | +0.7% | 0.02% | -22.6% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $238 | -7.4% | 3,901 | -3.7% | 0.02% | -25.8% |
| SHV | Buy | ISHARES TRshort treas bd | $236 | +13.5% | 2,132 | +13.3% | 0.02% | -8.0% |
| CRVL | New | CORVEL CORP | $239 | – | 1,285 | +100.0% | 0.02% | – |
| NET | New | CLOUDFLARE INC | $239 | – | 2,118 | +100.0% | 0.02% | – |
| HYLD | New | EXCHANGE LISTED FDS TRhigh yield etf | $232 | – | 7,250 | +100.0% | 0.02% | – |
| POOL | New | POOL CORP | $231 | – | 531 | +100.0% | 0.02% | – |
| GLDI | New | CREDIT SUISSE AG NASSAU BRH | $233 | – | 27,865 | +100.0% | 0.02% | – |
| AXON | Buy | AXON ENTERPRISE INC | $233 | +15.3% | 1,330 | +16.7% | 0.02% | -4.2% |
| LEGR | New | FIRST TR EXCHANGE-TRADED FDindxx inovtv etf | $238 | – | 5,631 | +100.0% | 0.02% | – |
| FXD | Sell | FIRST TR EXCHANGE TRADED FDconsumr discre | $231 | -91.7% | 3,912 | -91.5% | 0.02% | -93.0% |
| PSNL | PERSONALIS INC | $221 | -24.1% | 11,500 | 0.0% | 0.02% | -37.1% | |
| BLCN | Buy | SIREN ETF TRnsd nxgn eco etf | $226 | -2.6% | 5,054 | +3.5% | 0.02% | -21.4% |
| SCHW | New | SCHWAB CHARLES CORP | $226 | – | 3,107 | +100.0% | 0.02% | – |
| SRPT | New | SAREPTA THERAPEUTICS INC | $227 | – | 2,455 | +100.0% | 0.02% | – |
| BGR | Buy | BLACKROCK ENERGY & RES TR | $228 | -2.1% | 24,055 | +1.2% | 0.02% | -21.4% |
| CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $225 | – | 7,759 | +100.0% | 0.02% | – |
| BMEZ | New | BLACKROCK HEALTH SCIENCS TR | $223 | – | 8,275 | +100.0% | 0.02% | – |
| BSTZ | Buy | BLACKROCK SCIENCE & TECHNOLO | $224 | 0.0% | 5,809 | +8.3% | 0.02% | -18.5% |
| SNOW | Sell | SNOWFLAKE INCcl a | $227 | -18.1% | 751 | -34.5% | 0.02% | -33.3% |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $230 | – | 4,205 | +100.0% | 0.02% | – |
| APPS | Sell | DIGITAL TURBINE INC | $223 | -24.9% | 3,247 | -16.8% | 0.02% | -37.1% |
| DLN | WISDOMTREE TRus largecap divd | $216 | -0.9% | 1,811 | 0.0% | 0.02% | -19.2% | |
| XSOE | New | WISDOMTREE TRem ex st-owned | $216 | – | 5,801 | +100.0% | 0.02% | – |
| ALTO | Sell | ALTO INGREDIENTS INC | $211 | -35.7% | 42,678 | -20.5% | 0.02% | -46.2% |
| SNSR | New | GLOBAL X FDSinternet of thng | $213 | – | 5,856 | +100.0% | 0.02% | – |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $213 | -8.2% | 3,493 | -10.1% | 0.02% | -25.0% |
| JNK | New | SPDR SER TRbloomberg brclys | $202 | – | 1,845 | +100.0% | 0.02% | – |
| SMOG | Sell | VANECK ETF TRUSTlow carbn energy | $202 | -8.2% | 1,353 | -0.9% | 0.02% | -23.1% |
| JHMM | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $203 | 0.0% | 3,923 | 0.0% | 0.02% | -16.7% | |
| QUS | New | SPDR SER TRmsci usa strtgic | $205 | – | 1,722 | +100.0% | 0.02% | – |
| RDFN | Buy | REDFIN CORP | $204 | -11.7% | 4,065 | +11.4% | 0.02% | -25.9% |
| SLB | Sell | SCHLUMBERGER LTD | $204 | -75.4% | 6,870 | -73.5% | 0.02% | -79.8% |
| HYD | Sell | VANECK ETF TRUSThigh yld munietf | $206 | -17.6% | 3,303 | -15.8% | 0.02% | -33.3% |
| ETN | New | EATON CORP PLC | $202 | – | 1,352 | +100.0% | 0.02% | – |
| ARKQ | Buy | ARK ETF TRautnmus technlgy | $206 | -7.2% | 2,642 | +2.8% | 0.02% | -23.1% |
| NAC | New | NUVEEN CA QUALTY MUN INCOME | $198 | – | 12,625 | +100.0% | 0.02% | – |
| New | OWLET INC | $177 | – | 31,600 | +100.0% | 0.02% | – | |
| New | GINKGO BIOWORKS HOLDINGS INC*w exp 08/01/202 | $165 | – | 48,776 | +100.0% | 0.02% | – | |
| VTA | Buy | INVESCO DYNAMIC CR OPPORTUNI | $161 | -1.2% | 13,754 | +0.1% | 0.02% | -15.8% |
| CLLS | Buy | CELLECTIS S Aspon ads | $161 | -10.6% | 12,775 | +9.7% | 0.02% | -23.8% |
| XERS | Buy | XERIS PHARMACEUTICALS INC | $131 | -33.5% | 53,500 | +10.3% | 0.01% | -43.5% |
| NLS | Sell | NAUTILUS INC | $130 | -73.4% | 14,000 | -51.7% | 0.01% | -77.6% |
| DM | Buy | DESKTOP METAL INC | $119 | -1.7% | 16,550 | +57.6% | 0.01% | -14.3% |
| EXG | Sell | EATON VANCE TAX-MANAGED GLOB | $120 | -76.8% | 12,010 | -76.4% | 0.01% | -80.6% |
| SDC | Buy | SMILEDIRECTCLUB INC | $125 | -18.8% | 23,513 | +32.6% | 0.01% | -33.3% |
| ACB | New | AURORA CANNABIS INC | $115 | – | 16,670 | +100.0% | 0.01% | – |
| IHIT | Sell | INVESCO HIG INCM 2023 TARG T | $117 | -6.4% | 12,000 | -6.2% | 0.01% | -26.7% |
| ATER | Sell | ATERIAN INC | $116 | -88.3% | 10,734 | -84.1% | 0.01% | -90.7% |
| EDU | New | NEW ORIENTAL ED & TECHNOLOGYspon adr | $107 | – | 52,000 | +100.0% | 0.01% | – |
| VVR | Buy | INVESCO SR INCOME TR | $102 | +43.7% | 22,900 | +43.1% | 0.01% | +25.0% |
| NNDM | Sell | NANO DIMENSION LTDsponsord ads new | $102 | -51.0% | 18,000 | -28.6% | 0.01% | -60.0% |
| FIV | Sell | FIRST TR SR FLOATING RATE 20 | $96 | -8.6% | 10,000 | -9.1% | 0.01% | -25.0% |
| NLY | New | ANNALY CAPITAL MANAGEMENT IN | $91 | – | 10,856 | +100.0% | 0.01% | – |
| PHK | Sell | PIMCO HIGH INCOME FD | $78 | -10.3% | 12,363 | -2.5% | 0.01% | -20.0% |
| BGIO | Sell | BLACKROCK 2022 GBL INCM OPP | $70 | -59.3% | 13,500 | -27.0% | 0.01% | -65.0% |
| QUIK | Sell | QUICKLOGIC CORP | $61 | -31.5% | 11,336 | -7.9% | 0.01% | -45.5% |
| SIRI | New | SIRIUS XM HOLDINGS INC | $65 | – | 10,687 | +100.0% | 0.01% | – |
| NML | Buy | NEUBERGER BERMAN MLP & ENERG | $65 | -1.5% | 13,250 | +0.2% | 0.01% | -25.0% |
| SACH | Buy | SACHEM CAP CORP | $56 | +3.7% | 10,238 | +2.4% | 0.01% | -16.7% |
| EKSO BIONICS HLDGS INC | $56 | -16.4% | 12,170 | 0.0% | 0.01% | -37.5% | ||
| OPK | OPKO HEALTH INC | $41 | -8.9% | 11,122 | 0.0% | 0.00% | -20.0% | |
| ZOM | Buy | ZOMEDICA CORP | $28 | -36.4% | 53,532 | +2.4% | 0.00% | -40.0% |
| FBIO | FORTRESS BIOTECH INC | $35 | -10.3% | 10,940 | 0.0% | 0.00% | -40.0% | |
| New | WESTERN DIGITAL CORP.note 1.500% 2/0 | $17 | – | 17,000 | +100.0% | 0.00% | – | |
| New | WEIBO CORPnote 1.250%11/1 | $18 | – | 19,000 | +100.0% | 0.00% | – | |
| GSAT | New | GLOBALSTAR INC | $17 | – | 10,000 | +100.0% | 0.00% | – |
| New | DEXCOM INCnote 0.250%11/1 | $20 | – | 17,000 | +100.0% | 0.00% | – | |
| SVRA | New | SAVARA INC | $19 | – | 14,000 | +100.0% | 0.00% | – |
| SLACWS | Sell | SOCIAL LEVERAGE ACQUISN CORP*w exp 02/17/202 | $22 | -26.7% | 27,020 | -0.9% | 0.00% | -50.0% |
| Exit | TWITTER INCnote 1.000% 9/1 | $0 | – | -13,000 | -100.0% | -0.00% | – | |
| SNDL | Exit | SUNDIAL GROWERS INC | $0 | – | -21,046 | -100.0% | -0.00% | – |
| GRIL | Exit | MUSCLE MAKER INC | $0 | – | -30,000 | -100.0% | -0.01% | – |
| WATT | Exit | ENERGOUS CORP | $0 | – | -20,736 | -100.0% | -0.01% | – |
| EGLX | Exit | ENTHUSIAST GAMING HLDGS INC | $0 | – | -12,000 | -100.0% | -0.01% | – |
| KMF | Exit | KAYNE ANDERSON NEXTGEN ENRGY | $0 | – | -10,900 | -100.0% | -0.01% | – |
| TEI | Exit | TEMPLETON EMERGING MKTS INCO | $0 | – | -11,350 | -100.0% | -0.01% | – |
| DS | Exit | DRIVE SHACK INC | $0 | – | -26,950 | -100.0% | -0.01% | – |
| TRIT | Exit | TRITERRAS INC | $0 | – | -15,627 | -100.0% | -0.01% | – |
| CLVS | Exit | CLOVIS ONCOLOGY INC | $0 | – | -22,000 | -100.0% | -0.02% | – |
| HL | Exit | HECLA MNG CO | $0 | – | -18,533 | -100.0% | -0.02% | – |
| SRNGW | Exit | SOARING EAGLE ACQUISITION CO*w exp 02/23/202 | $0 | – | -47,696 | -100.0% | -0.02% | – |
| BOE | Exit | BLACKROCK ENHANCED GLOBAL DI | $0 | – | -14,624 | -100.0% | -0.02% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -4,368 | -100.0% | -0.02% | – |
| EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -1,629 | -100.0% | -0.02% | – |
| DBEF | Exit | DBX ETF TRxtrack msci eafe | $0 | – | -5,402 | -100.0% | -0.02% | – |
| XME | Exit | SPDR SER TRs&p metals mng | $0 | – | -4,669 | -100.0% | -0.02% | – |
| RLJ | Exit | RLJ LODGING TR | $0 | – | -13,050 | -100.0% | -0.02% | – |
| POLY | Exit | PLANTRONICS INC NEW | $0 | – | -4,953 | -100.0% | -0.02% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -1,060 | -100.0% | -0.02% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -3,855 | -100.0% | -0.03% | – |
| SPMB | Exit | SPDR SER TRportfli mortgage | $0 | – | -8,890 | -100.0% | -0.03% | – |
| Exit | TRILLIUM THERAPEUTICS INC | $0 | – | -23,542 | -100.0% | -0.03% | – | |
| VEEV | Exit | VEEVA SYS INC | $0 | – | -742 | -100.0% | -0.03% | – |
| TLS | Exit | TELOS CORP MD | $0 | – | -7,018 | -100.0% | -0.03% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -155 | -100.0% | -0.03% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -6,116 | -100.0% | -0.03% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -2,338 | -100.0% | -0.03% | – |
| GWAC | Exit | GOOD WORKS ACQUISITION CORP | $0 | – | -25,115 | -100.0% | -0.03% | – |
| MTW | Exit | MANITOWOC CO INC | $0 | – | -10,700 | -100.0% | -0.03% | – |
| OMI | Exit | OWENS & MINOR INC NEW | $0 | – | -6,390 | -100.0% | -0.03% | – |
| BGY | Exit | BLACKROCK ENHANCED INTL DIV | $0 | – | -41,550 | -100.0% | -0.03% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -14,875 | -100.0% | -0.03% | – |
| LOGI | Exit | LOGITECH INTL S A | $0 | – | -2,286 | -100.0% | -0.03% | – |
| NLOK | Exit | NORTONLIFELOCK INC | $0 | – | -10,460 | -100.0% | -0.03% | – |
| OSK | Exit | OSHKOSH CORP | $0 | – | -2,390 | -100.0% | -0.04% | – |
| MRVI | Exit | MARAVAI LIFESCIENCES HLDGS I | $0 | – | -7,181 | -100.0% | -0.04% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -1,465 | -100.0% | -0.04% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -1,142 | -100.0% | -0.04% | – |
| FSR | Exit | FISKER INC | $0 | – | -16,237 | -100.0% | -0.04% | – |
| UGI | Exit | UGI CORP NEW | $0 | – | -6,802 | -100.0% | -0.04% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -3,136 | -100.0% | -0.04% | – |
| IWC | Exit | ISHARES TRmicro-cap etf | $0 | – | -2,127 | -100.0% | -0.04% | – |
| NVCR | Exit | NOVOCURE LTD | $0 | – | -1,575 | -100.0% | -0.04% | – |
| BNTX | Exit | BIONTECH SEsponsored ads | $0 | – | -1,547 | -100.0% | -0.04% | – |
| MGM | Exit | MGM RESORTS INTERNATIONAL | $0 | – | -8,342 | -100.0% | -0.04% | – |
| ET | Exit | ENERGY TRANSFER L P | $0 | – | -34,187 | -100.0% | -0.04% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -9,685 | -100.0% | -0.04% | – |
| SCI | Exit | SERVICE CORP INTL | $0 | – | -6,756 | -100.0% | -0.04% | – |
| CHIQ | Exit | GLOBAL X FDSmsci china cnsmr | $0 | – | -10,368 | -100.0% | -0.04% | – |
| AES | Exit | AES CORP | $0 | – | -14,288 | -100.0% | -0.04% | – |
| WKHS | Exit | WORKHORSE GROUP INC | $0 | – | -22,879 | -100.0% | -0.04% | – |
| SRNGU | Exit | SOARING EAGLE ACQUISITION COunit 02/23/2026 | $0 | – | -37,399 | -100.0% | -0.05% | – |
| ETW | Exit | EATON VANCE TAX-MANAGED GLOB | $0 | – | -37,450 | -100.0% | -0.05% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -3,477 | -100.0% | -0.05% | – |
| TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -4,967 | -100.0% | -0.05% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -3,106 | -100.0% | -0.06% | – |
| STLD | Exit | STEEL DYNAMICS INC | $0 | – | -8,959 | -100.0% | -0.06% | – |
| CSQ | Exit | CALAMOS STRATEGIC TOTAL RETU | $0 | – | -29,030 | -100.0% | -0.06% | – |
| RPM | Exit | RPM INTL INC | $0 | – | -6,225 | -100.0% | -0.07% | – |
| CWB | Exit | SPDR SER TRblmbrg brc cnvrt | $0 | – | -6,841 | -100.0% | -0.07% | – |
| IEV | Exit | ISHARES TReurope etf | $0 | – | -10,998 | -100.0% | -0.07% | – |
| ETJ | Exit | EATON VANCE RISK-MANAGED DIV | $0 | – | -52,471 | -100.0% | -0.07% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -6,507 | -100.0% | -0.07% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -16,129 | -100.0% | -0.08% | – |
| SBG | Exit | SANDBRIDGE ACQUISITION CORP | $0 | – | -70,500 | -100.0% | -0.08% | – |
| ALXN | Exit | ALEXION PHARMACEUTICALS INC | $0 | – | -4,248 | -100.0% | -0.09% | – |
| FOXA | Exit | FOX CORP | $0 | – | -22,049 | -100.0% | -0.10% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -17,572 | -100.0% | -0.10% | – |
| MET | Exit | METLIFE INC | $0 | – | -14,214 | -100.0% | -0.10% | – |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -52,765 | -100.0% | -0.14% | – |
| RPV | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $0 | – | -21,281 | -100.0% | -0.20% | – |
| APR | Exit | APRIA INC | $0 | – | -76,590 | -100.0% | -0.26% | – |
| FXO | Exit | FIRST TR EXCHANGE TRADED FDfinls alphadex | $0 | – | -51,449 | -100.0% | -0.27% | – |
| FTXR | Exit | FIRST TR EXCHANGE-TRADED FDnasdaq transn | $0 | – | -73,613 | -100.0% | -0.30% | – |
| FXR | Exit | FIRST TR EXCHANGE TRADED FDindls prod dur | $0 | – | -43,377 | -100.0% | -0.30% | – |
| SRNG | Exit | SOARING EAGLE ACQUISITION CO | $0 | – | -289,250 | -100.0% | -0.34% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -79,913 | -100.0% | -1.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 20 | Q3 2023 | 8.0% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 4.2% |
| ISHARES TR | 20 | Q3 2023 | 5.6% |
| APPLE INC | 20 | Q3 2023 | 3.2% |
| AMAZON COM INC | 20 | Q3 2023 | 2.1% |
| ISHARES TR | 20 | Q3 2023 | 2.5% |
| ISHARES TR | 20 | Q3 2023 | 2.9% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 2.3% |
| ISHARES TR | 20 | Q3 2023 | 2.4% |
| MICROSOFT CORP | 20 | Q3 2023 | 2.0% |
View Gladstone Institutional Advisory LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-01 |
| 13F-HR/A | 2023-01-30 |
| 13F-HR/A | 2023-01-30 |
| 13F-HR/A | 2023-01-30 |
| 13F-HR/A | 2023-01-30 |
| 13F-HR/A | 2023-01-30 |
View Gladstone Institutional Advisory 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.