$303 Million is the total value of Hoover Financial Advisors, Inc.'s 198 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 71.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $54,307,000 | +3130.6% | 195,461 | +2778.7% | 17.90% | +2679.5% |
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $42,853,000 | +12.1% | 192,254 | -0.7% | 14.12% | -3.5% |
| HII | Sell | HUNTINGTON INGALLS INDS INC | $29,961,000 | -19.3% | 212,868 | -0.0% | 9.88% | -30.6% |
| VONV | Sell | VANGUARD SCOTTSDALE FDSvng rus1000val | $18,606,000 | -36.5% | 179,313 | -39.5% | 6.13% | -45.3% |
| EFA | Sell | ISHARES TRmsci eafe etf | $13,244,000 | -6.1% | 208,073 | -10.2% | 4.36% | -19.2% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $11,823,000 | +21.5% | 43,008 | +0.4% | 3.90% | +4.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $11,334,000 | +5.9% | 76,126 | +0.1% | 3.74% | -8.8% |
| IWR | Sell | ISHARES TRrus mid cap etf | $9,375,000 | -3.2% | 163,371 | -9.6% | 3.09% | -16.7% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $7,106,000 | -14.5% | 136,165 | -17.9% | 2.34% | -26.4% |
| SYK | STRYKER CORPORATION | $6,024,000 | +15.6% | 28,909 | 0.0% | 1.99% | -0.5% | |
| AAPL | Buy | APPLE INC | $6,005,000 | +32.5% | 51,853 | +317.5% | 1.98% | +14.0% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $5,955,000 | +8.0% | 111,012 | +0.0% | 1.96% | -7.1% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $5,880,000 | +2.6% | 73,828 | -5.4% | 1.94% | -11.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $5,829,000 | +8.8% | 34,226 | +0.0% | 1.92% | -6.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,382,000 | +27.1% | 13,083 | +17.0% | 1.44% | +9.3% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $4,268,000 | +12.4% | 19,679 | -0.5% | 1.41% | -3.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,440,000 | +8.4% | 79,553 | -0.7% | 1.13% | -6.7% |
| SLY | Sell | SPDR SER TRs&p 600 sml cap | $3,327,000 | -23.0% | 54,651 | -25.4% | 1.10% | -33.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,212,000 | +220.2% | 23,106 | +175.5% | 1.06% | +175.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $3,158,000 | +5.5% | 52,392 | +0.0% | 1.04% | -9.2% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,922,000 | +0.9% | 18,999 | -4.4% | 0.96% | -13.2% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,427,000 | +2.1% | 59,328 | -3.2% | 0.80% | -12.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $2,183,000 | +9.2% | 49,512 | -1.0% | 0.72% | -6.0% |
| USMV | ISHARES TRmsci usa min vol | $2,180,000 | +5.1% | 34,208 | 0.0% | 0.72% | -9.4% | |
| GLD | Buy | SPDR GOLD TR | $2,168,000 | +9.8% | 12,239 | +3.8% | 0.72% | -5.4% |
| AMZN | Buy | AMAZON COM INC | $2,141,000 | +36.9% | 680 | +19.9% | 0.71% | +17.9% |
| MSFT | Buy | MICROSOFT CORP | $1,586,000 | +28.8% | 7,543 | +24.7% | 0.52% | +10.8% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,517,000 | +13.5% | 11,793 | +3.4% | 0.50% | -2.3% |
| AMGN | Buy | AMGEN INC | $1,461,000 | +9.2% | 5,747 | +1.3% | 0.48% | -6.0% |
| MRK | Buy | MERCK & CO. INC | $1,023,000 | +39.0% | 12,332 | +29.5% | 0.34% | +19.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $946,000 | +37.9% | 4,444 | +15.6% | 0.31% | +18.6% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $925,000 | +14.9% | 8,032 | +1.3% | 0.30% | -1.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $892,000 | -11.9% | 5,956 | -15.8% | 0.29% | -24.2% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $877,000 | +8.1% | 27,943 | +2.5% | 0.29% | -7.1% |
| VOO | Sell | VANGUARD INDEX FDS | $866,000 | +4.6% | 2,816 | -3.6% | 0.28% | -10.1% |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $817,000 | +118.4% | 13,916 | +118.5% | 0.27% | +88.1% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $795,000 | -6.4% | 2,346 | -10.3% | 0.26% | -19.4% |
| EFAV | ISHARES TRmsci eafe min vl | $743,000 | +3.1% | 10,907 | 0.0% | 0.24% | -11.2% | |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $733,000 | +2.9% | 13,278 | -3.0% | 0.24% | -11.4% |
| WMT | Buy | WALMART INC | $721,000 | +22.2% | 5,153 | +4.6% | 0.24% | +5.3% |
| XOM | Sell | EXXON MOBIL CORP | $689,000 | -28.4% | 20,074 | -6.7% | 0.23% | -38.3% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $632,000 | +953.3% | 4,529 | +1032.2% | 0.21% | +804.3% |
| MDT | MEDTRONIC PLC | $613,000 | +13.3% | 5,895 | 0.0% | 0.20% | -2.4% | |
| GE | Buy | GENERAL ELECTRIC CO | $610,000 | +555.9% | 99,631 | +631.0% | 0.20% | +458.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $600,000 | +6.6% | 1,786 | -1.7% | 0.20% | -8.3% |
| RPM | RPM INTL INC | $572,000 | +10.4% | 6,907 | 0.0% | 0.19% | -4.5% | |
| SUB | ISHARES TRshrt nat mun etf | $566,000 | +0.2% | 5,238 | 0.0% | 0.19% | -13.4% | |
| IWD | Sell | ISHARES TRrus 1000 val etf | $560,000 | -2.8% | 4,737 | -7.4% | 0.18% | -16.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $539,000 | +18.5% | 368 | +14.6% | 0.18% | +2.3% |
| KMB | Buy | KIMBERLY CLARK CORP | $535,000 | +7.4% | 3,621 | +2.8% | 0.18% | -7.9% |
| PFE | Buy | PFIZER INC | $519,000 | +13.3% | 14,150 | +0.9% | 0.17% | -2.3% |
| SEIC | SEI INVTS CO | $513,000 | -7.7% | 10,117 | 0.0% | 0.17% | -20.7% | |
| TSLA | Buy | TESLA INC | $496,000 | +213.9% | 1,155 | +691.1% | 0.16% | +167.2% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $467,000 | +35.4% | 9,060 | +35.6% | 0.15% | +16.7% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $454,000 | +1.1% | 4,103 | -2.2% | 0.15% | -12.8% |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $418,000 | +8.9% | 3,972 | 0.0% | 0.14% | -6.1% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $416,000 | +74.1% | 1,414 | +27.4% | 0.14% | +48.9% |
| WTRG | Buy | ESSENTIAL UTILS INC | $416,000 | +7.5% | 10,323 | +12.7% | 0.14% | -7.4% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $374,000 | +5.9% | 13,959 | -3.7% | 0.12% | -8.9% |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $357,000 | +1.4% | 7,007 | 0.0% | 0.12% | -12.6% | |
| GOOG | ALPHABET INCcap stk cl c | $342,000 | +4.0% | 233 | 0.0% | 0.11% | -10.3% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $340,000 | +23.6% | 7,349 | +4.2% | 0.11% | +6.7% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $332,000 | +7.8% | 1,196 | 0.0% | 0.11% | -7.6% | |
| CORP | Buy | PIMCO ETF TRinv grd crp bd | $316,000 | +2.6% | 2,752 | +2.2% | 0.10% | -11.9% |
| PFF | New | ISHARES TRpfd and incm sec | $309,000 | – | 8,482 | +100.0% | 0.10% | – |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $308,000 | +0.3% | 2,531 | -0.5% | 0.10% | -13.6% |
| T | Sell | AT&T INC | $308,000 | -22.6% | 10,810 | -17.9% | 0.10% | -32.9% |
| AEP | AMERICAN ELEC PWR CO INC | $300,000 | +2.7% | 3,665 | 0.0% | 0.10% | -11.6% | |
| BA | Buy | BOEING CO | $299,000 | -8.8% | 1,812 | +1.3% | 0.10% | -21.4% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $297,000 | +1.4% | 5,305 | +1.8% | 0.10% | -12.5% |
| HD | Buy | HOME DEPOT INC | $287,000 | +43.5% | 1,033 | +29.3% | 0.10% | +23.4% |
| BFZ | BLACKROCK CALIF MUN INCOME Tsh ben int | $286,000 | 0.0% | 21,707 | 0.0% | 0.09% | -14.5% | |
| JHSC | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactr sml | $284,000 | -10.1% | 11,651 | -13.3% | 0.09% | -22.3% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $284,000 | +2.9% | 5,837 | -1.4% | 0.09% | -11.3% |
| BAC | Sell | BK OF AMERICA CORP | $282,000 | -6.6% | 11,697 | -8.0% | 0.09% | -19.8% |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $266,000 | -7.6% | 7,061 | 0.0% | 0.09% | -20.0% | |
| UNH | UNITEDHEALTH GROUP INC | $267,000 | +5.5% | 858 | 0.0% | 0.09% | -9.3% | |
| FSKR | Buy | FS KKR CAP CORP II | $266,000 | +135.4% | 18,079 | +105.4% | 0.09% | +104.7% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $264,000 | -5.7% | 2,528 | -10.2% | 0.09% | -18.7% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $261,000 | -13.0% | 3,818 | -16.9% | 0.09% | -25.2% |
| ORCL | ORACLE CORP | $261,000 | +8.3% | 4,364 | 0.0% | 0.09% | -6.5% | |
| HPQ | Buy | HP INC | $257,000 | +104.0% | 13,547 | +87.6% | 0.08% | +77.1% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $255,000 | -1.2% | 4,598 | -6.4% | 0.08% | -15.2% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $253,000 | +42.1% | 4,614 | +27.7% | 0.08% | +22.1% |
| PEP | Buy | PEPSICO INC | $251,000 | +9.6% | 1,814 | +4.9% | 0.08% | -5.7% |
| IMMU | IMMUNOMEDICS INC | $250,000 | +140.4% | 2,935 | 0.0% | 0.08% | +105.0% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $241,000 | +52.5% | 4,045 | +41.3% | 0.08% | +29.5% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $236,000 | +57.3% | 698 | +37.9% | 0.08% | +36.8% |
| PM | PHILIP MORRIS INTL INC | $232,000 | +6.9% | 3,091 | 0.0% | 0.08% | -8.4% | |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $225,000 | – | 2,867 | +100.0% | 0.07% | – |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $222,000 | +11.6% | 962 | +0.1% | 0.07% | -3.9% |
| CSX | CSX CORP | $217,000 | +11.3% | 2,800 | 0.0% | 0.07% | -4.0% | |
| IWP | Buy | ISHARES TRrus md cp gr etf | $213,000 | +9.2% | 1,234 | +0.2% | 0.07% | -6.7% |
| INTC | Buy | INTEL CORP | $205,000 | +1.5% | 3,959 | +17.1% | 0.07% | -11.7% |
| KWEB | New | KRANESHARES TRcsi chi internet | $204,000 | – | 2,998 | +100.0% | 0.07% | – |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $186,000 | -2.1% | 6,112 | -12.1% | 0.06% | -16.4% |
| CRS | Buy | CARPENTER TECHNOLOGY CORP | $184,000 | -24.6% | 10,157 | +0.9% | 0.06% | -34.4% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $181,000 | +7.1% | 816 | +0.1% | 0.06% | -7.7% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $180,000 | +9.8% | 1,391 | +0.1% | 0.06% | -6.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $180,000 | +0.6% | 1,521 | +0.3% | 0.06% | -14.5% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $174,000 | +370.3% | 965 | +332.7% | 0.06% | +307.1% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $171,000 | +3320.0% | 1,545 | +3411.4% | 0.06% | +2700.0% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $169,000 | -8.6% | 829 | -13.8% | 0.06% | -21.1% |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $171,000 | +6.2% | 3,386 | 0.0% | 0.06% | -9.7% | |
| ZNGA | ZYNGA INCcl a | $167,000 | -4.0% | 18,281 | 0.0% | 0.06% | -17.9% | |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $161,000 | -13.4% | 1,936 | -13.5% | 0.05% | -25.4% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $152,000 | -48.6% | 2,169 | -49.9% | 0.05% | -55.8% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $149,000 | +4.9% | 1,323 | +0.7% | 0.05% | -9.3% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $145,000 | +0.7% | 1,638 | +0.2% | 0.05% | -12.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $147,000 | +8.9% | 1,822 | +0.3% | 0.05% | -7.7% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $133,000 | -16.9% | 752 | -22.8% | 0.04% | -27.9% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $126,000 | +1475.0% | 584 | +1360.0% | 0.04% | +1300.0% |
| IGIB | New | ISHARES TR | $123,000 | – | 2,016 | +100.0% | 0.04% | – |
| SCZ | ISHARES TReafe sml cp etf | $124,000 | +9.7% | 2,105 | 0.0% | 0.04% | -4.7% | |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $119,000 | -59.5% | 3,373 | -58.6% | 0.04% | -65.5% |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $109,000 | +2.8% | 4,446 | 0.0% | 0.04% | -12.2% | |
| BOND | Buy | PIMCO ETF TRactive bd etf | $107,000 | +10.3% | 950 | +9.7% | 0.04% | -5.4% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $106,000 | -68.3% | 1,342 | -68.4% | 0.04% | -72.7% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $100,000 | -53.1% | 539 | -54.9% | 0.03% | -59.8% |
| EFG | New | ISHARES TReafe grwth etf | $91,000 | – | 1,018 | +100.0% | 0.03% | – |
| INDA | ISHARES TRmsci india etf | $87,000 | +16.0% | 2,581 | 0.0% | 0.03% | 0.0% | |
| FRBA | FIRST BANK WILLIAMSTOWN NJ | $75,000 | -5.1% | 12,065 | 0.0% | 0.02% | -16.7% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $75,000 | +1.4% | 900 | 0.0% | 0.02% | -10.7% | |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $77,000 | +20.3% | 635 | +14.2% | 0.02% | 0.0% |
| VER | Sell | VEREIT INC | $75,000 | -57.1% | 11,477 | -57.8% | 0.02% | -62.7% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $76,000 | +18.8% | 1,235 | +15.2% | 0.02% | 0.0% |
| DVY | ISHARES TRselect divid etf | $73,000 | +1.4% | 892 | 0.0% | 0.02% | -14.3% | |
| IBB | Buy | ISHARES TRnasdaq biotech | $66,000 | +43.5% | 488 | +45.7% | 0.02% | +22.2% |
| IYY | ISHARES TRdow jones us etf | $67,000 | +8.1% | 402 | 0.0% | 0.02% | -8.3% | |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $67,000 | +8.1% | 1,841 | 0.0% | 0.02% | -8.3% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $65,000 | +6.6% | 1,179 | +0.2% | 0.02% | -8.7% |
| EPI | WISDOMTREE TRindia erngs fd | $62,000 | +19.2% | 2,610 | 0.0% | 0.02% | 0.0% | |
| FNDX | SCHWAB STRATEGIC TRschwab fdt us lg | $62,000 | +5.1% | 1,610 | 0.0% | 0.02% | -13.0% | |
| DLN | WISDOMTREE TRus largecap divd | $61,000 | +5.2% | 625 | 0.0% | 0.02% | -9.1% | |
| IDV | ISHARES TRintl sel div etf | $58,000 | 0.0% | 2,316 | 0.0% | 0.02% | -13.6% | |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $54,000 | -8.5% | 226 | -14.1% | 0.02% | -21.7% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $55,000 | +22.2% | 242 | +8.0% | 0.02% | +5.9% |
| GOVT | Buy | ISHARES TRus treas bd etf | $50,000 | 0.0% | 1,806 | +1.0% | 0.02% | -15.8% |
| VDE | VANGUARD WORLD FDSenergy etf | $46,000 | -20.7% | 1,149 | 0.0% | 0.02% | -31.8% | |
| SDY | SPDR SER TRs&p divid etf | $46,000 | 0.0% | 500 | 0.0% | 0.02% | -16.7% | |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $46,000 | +7.0% | 572 | +0.2% | 0.02% | -6.2% |
| XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $38,000 | 0.0% | 910 | 0.0% | 0.01% | -13.3% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $39,000 | +8.3% | 1,213 | 0.0% | 0.01% | -7.1% | |
| XHB | New | SPDR SER TRs&p homebuild | $35,000 | – | 644 | +100.0% | 0.01% | – |
| FNDB | SCHWAB STRATEGIC TRschwab fdt us bm | $36,000 | +5.9% | 946 | 0.0% | 0.01% | -7.7% | |
| XBI | SPDR SER TRs&p biotech | $32,000 | -3.0% | 291 | 0.0% | 0.01% | -15.4% | |
| IGSB | ISHARES TR | $28,000 | 0.0% | 504 | 0.0% | 0.01% | -18.2% | |
| SOXX | New | ISHARES TRphlx semicnd etf | $28,000 | – | 91 | +100.0% | 0.01% | – |
| JHMD | Sell | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $26,000 | -77.8% | 958 | -78.7% | 0.01% | -80.0% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $24,000 | +2300.0% | 409 | +1945.0% | 0.01% | – |
| IYH | ISHARES TRus hlthcare etf | $23,000 | +4.5% | 100 | 0.0% | 0.01% | 0.0% | |
| ITA | ISHARES TRus aer def etf | $20,000 | -4.8% | 127 | 0.0% | 0.01% | -12.5% | |
| IWN | ISHARES TRrus 2000 val etf | $22,000 | +4.8% | 219 | 0.0% | 0.01% | -12.5% | |
| DES | WISDOMTREE TRus smallcap divd | $19,000 | -5.0% | 925 | 0.0% | 0.01% | -25.0% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $17,000 | +6.2% | 500 | 0.0% | 0.01% | 0.0% | |
| MDYV | SPDR SER TRs&p 400 mdcp val | $19,000 | 0.0% | 435 | 0.0% | 0.01% | -14.3% | |
| BWX | Buy | SPDR SER TRblomberg intl tr | $14,000 | +7.7% | 464 | +0.2% | 0.01% | 0.0% |
| MUB | ISHARES TRnational mun etf | $15,000 | 0.0% | 129 | 0.0% | 0.01% | -16.7% | |
| DON | WISDOMTREE TRus midcap divid | $14,000 | 0.0% | 481 | 0.0% | 0.01% | 0.0% | |
| IBND | Buy | SPDR SER TRblombrg brc intl | $14,000 | 0.0% | 406 | +0.2% | 0.01% | 0.0% |
| HYG | ISHARES TRiboxx hi yd etf | $14,000 | 0.0% | 168 | 0.0% | 0.01% | 0.0% | |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $12,000 | +9.1% | 388 | 0.0% | 0.00% | 0.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $13,000 | +8.3% | 125 | 0.0% | 0.00% | -20.0% | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $11,000 | 0.0% | 324 | 0.0% | 0.00% | 0.0% | |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $13,000 | +8.3% | 150 | +6.4% | 0.00% | -20.0% |
| GNR | SPDR INDEX SHS FDSglb nat resrce | $13,000 | 0.0% | 342 | 0.0% | 0.00% | -20.0% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $9,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $10,000 | +233.3% | 33 | +230.0% | 0.00% | +200.0% |
| AAXJ | ISHARES TRmsci ac asia etf | $9,000 | +12.5% | 119 | 0.0% | 0.00% | 0.0% | |
| IWS | Sell | ISHARES TRrus mdcp val etf | $8,000 | -89.5% | 96 | -90.4% | 0.00% | -89.7% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $7,000 | +16.7% | 66 | 0.0% | 0.00% | 0.0% | |
| LDUR | New | PIMCO ETF TRenhncd lw dur ac | $5,000 | – | 49 | +100.0% | 0.00% | – |
| JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $7,000 | +16.7% | 178 | -3.8% | 0.00% | 0.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $2,000 | +100.0% | 21 | +50.0% | 0.00% | – |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $2,000 | -33.3% | 29 | -42.0% | 0.00% | 0.0% |
| SMIN | ISHARES TRmsci india sm cp | $3,000 | +50.0% | 85 | 0.0% | 0.00% | 0.0% | |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $4,000 | +100.0% | 15 | +50.0% | 0.00% | 0.0% |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $2,000 | +100.0% | 26 | 0.0% | 0.00% | – | |
| SLYV | SPDR SER TRs&p 600 smcp val | $2,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| IUSV | ISHARES TRcore s&p us vlu | $2,000 | +100.0% | 28 | 0.0% | 0.00% | – | |
| XITK | SPDR SER TRfactst inv etf | $3,000 | +50.0% | 15 | 0.0% | 0.00% | 0.0% | |
| BANC | Exit | BANC OF CALIFORNIA INC | $0 | – | -10 | -100.0% | 0.00% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $1,000 | – | 11 | +100.0% | 0.00% | – |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| VPU | VANGUARD WORLD FDSutilities etf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -25 | -100.0% | 0.00% | – |
| PRSP | Exit | PERSPECTA INC | $0 | – | -40 | -100.0% | 0.00% | – |
| KDP | Exit | KEURIG DR PEPPER INC | $0 | – | -5 | -100.0% | 0.00% | – |
| MVIS | Exit | MICROVISION INC DEL | $0 | – | -200 | -100.0% | 0.00% | – |
| GCI | Exit | GANNETT CO INC | $0 | – | -715 | -100.0% | 0.00% | – |
| FTAI | Exit | FORTRESS TRANS INFRST INVS L | $0 | – | -22 | -100.0% | 0.00% | – |
| TGB | Exit | TASEKO MINES LTD | $0 | – | -3 | -100.0% | 0.00% | – |
| TLRY | Exit | TILRAY INC | $0 | – | -43 | -100.0% | 0.00% | – |
| WTER | Exit | ALKALINE WTR CO INC | $0 | – | -400 | -100.0% | 0.00% | – |
| MDRX | Exit | ALLSCRIPTS HEALTHCARE SOLUTN | $0 | – | -12 | -100.0% | 0.00% | – |
| FARM | Exit | FARMER BROS CO | $0 | – | -70 | -100.0% | 0.00% | – |
| IDEX | Exit | IDEANOMICS INC | $0 | – | -200 | -100.0% | 0.00% | – |
| PRTK | Exit | PARATEK PHARMACEUTICALS INC | $0 | – | -200 | -100.0% | 0.00% | – |
| SDI | Exit | STANDARD DIVERSIFIED INC | $0 | – | -4 | -100.0% | 0.00% | – |
| Exit | ORGANIGRAM HLDGS INC | $0 | – | -450 | -100.0% | 0.00% | – | |
| NVT | Exit | NVENT ELECTRIC PLC | $0 | – | -15 | -100.0% | 0.00% | – |
| DAR | Exit | DARLING INGREDIENTS INC | $0 | – | -30 | -100.0% | 0.00% | – |
| Exit | MICRO FOCUS INTL PLCspon adr new | $0 | – | -107 | -100.0% | 0.00% | – | |
| EB | Exit | EVENTBRITE INC | $0 | – | -100 | -100.0% | 0.00% | – |
| HEXO | Exit | HEXO CORP | $0 | – | -300 | -100.0% | 0.00% | – |
| KNOP | Exit | KNOT OFFSHORE PARTNERS LP | $0 | – | -75 | -100.0% | 0.00% | – |
| BHF | Exit | BRIGHTHOUSE FINL INC | $0 | – | -7 | -100.0% | 0.00% | – |
| Exit | INTEC PHARMA LTD JERUSALEM | $0 | – | -836 | -100.0% | 0.00% | – | |
| AYTU | Exit | AYTU BIOSCIENCE INC | $0 | – | -118 | -100.0% | 0.00% | – |
| CCO | Exit | CLEAR CHANNEL OUTDOOR HLDGS | $0 | – | -1,000 | -100.0% | 0.00% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -3 | -100.0% | 0.00% | – |
| PNR | Exit | PENTAIR PLC | $0 | – | -15 | -100.0% | 0.00% | – |
| BIP | Exit | BROOKFIELD INFRAST PARTNERSlp int unit | $0 | – | -32 | -100.0% | 0.00% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -4 | -100.0% | 0.00% | – |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -61 | -100.0% | 0.00% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -14 | -100.0% | 0.00% | – |
| TVTY | Exit | TIVITY HEALTH INC | $0 | – | -10 | -100.0% | 0.00% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -10 | -100.0% | 0.00% | – |
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -41 | -100.0% | 0.00% | – |
| IDRA | Exit | IDERA PHARMACEUTICALS INC | $0 | – | -330 | -100.0% | 0.00% | – |
| IIPR | Exit | INNOVATIVE INDL PPTYS INC | $0 | – | -12 | -100.0% | 0.00% | – |
| CAKE | Exit | CHEESECAKE FACTORY INC | $0 | – | -45 | -100.0% | 0.00% | – |
| KODK | Exit | EASTMAN KODAK CO | $0 | – | -1 | -100.0% | 0.00% | – |
| EWZS | Exit | ISHARES TRbrazil sm-cp etf | $0 | – | -93 | -100.0% | 0.00% | – |
| GNUS | Exit | GENIUS BRANDS INTL INC | $0 | – | -100 | -100.0% | 0.00% | – |
| CLMT | Exit | CALUMET SPECIALTY PRODS PTNRut ltd partner | $0 | – | -500 | -100.0% | 0.00% | – |
| GVA | Exit | GRANITE CONSTR INC | $0 | – | -2 | -100.0% | 0.00% | – |
| SXC | Exit | SUNCOKE ENERGY INC | $0 | – | -350 | -100.0% | 0.00% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -25 | -100.0% | 0.00% | – |
| VXRT | Exit | VAXART INC | $0 | – | -150 | -100.0% | 0.00% | – |
| DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -81 | -100.0% | 0.00% | – |
| BMYRT | Exit | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | – | -200 | -100.0% | 0.00% | – |
| J | Exit | JACOBS ENGR GROUP INC | $0 | – | -10 | -100.0% | 0.00% | – |
| FRG | Exit | FRANCHISE GROUP INC | $0 | – | -10 | -100.0% | 0.00% | – |
| JBLU | Exit | JETBLUE AWYS CORP | $0 | – | -100 | -100.0% | 0.00% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -5 | -100.0% | 0.00% | – |
| TXMD | Exit | THERAPEUTICSMD INC | $0 | – | -500 | -100.0% | 0.00% | – |
| K | Exit | KELLOGG CO | $0 | – | -20 | -100.0% | 0.00% | – |
| SBOW | Exit | SILVERBOW RES INC | $0 | – | -12 | -100.0% | 0.00% | – |
| SIG | Exit | SIGNET JEWELERS LIMITED | $0 | – | -15 | -100.0% | 0.00% | – |
| IMGN | Exit | IMMUNOGEN INC | $0 | – | -660 | -100.0% | -0.00% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -53 | -100.0% | -0.00% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -52 | -100.0% | -0.00% | – |
| RDFN | Exit | REDFIN CORP | $0 | – | -45 | -100.0% | -0.00% | – |
| MJ | Exit | ETF MANAGERS TRetfmg altr hrvst | $0 | – | -200 | -100.0% | -0.00% | – |
| MOO | Exit | VANECK VECTORS ETF TRagribusiness etf | $0 | – | -50 | -100.0% | -0.00% | – |
| TOL | Exit | TOLL BROTHERS INC | $0 | – | -102 | -100.0% | -0.00% | – |
| HACK | Exit | ETF MANAGERS TRprime cybr scrty | $0 | – | -65 | -100.0% | -0.00% | – |
| JHEM | Exit | JOHN HANCOCK EXCHANGE TRADEDmultfctr emrng | $0 | – | -98 | -100.0% | -0.00% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -117 | -100.0% | -0.00% | – |
| DT | Exit | DYNATRACE INC | $0 | – | -50 | -100.0% | -0.00% | – |
| FMB | Exit | FIRST TR EXCH TRADED FD IIImanagd mun etf | $0 | – | -58 | -100.0% | -0.00% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -25 | -100.0% | -0.00% | – |
| VIAC | Exit | VIACOMCBS INCcl b | $0 | – | -150 | -100.0% | -0.00% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -45 | -100.0% | -0.00% | – |
| CMC | Exit | COMMERCIAL METALS CO | $0 | – | -100 | -100.0% | -0.00% | – |
| FSLY | Exit | FASTLY INCcl a | $0 | – | -20 | -100.0% | -0.00% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -45 | -100.0% | -0.00% | – |
| ELAN | Exit | ELANCO ANIMAL HEALTH INC | $0 | – | -148 | -100.0% | -0.00% | – |
| RMBS | Exit | RAMBUS INC DEL | $0 | – | -200 | -100.0% | -0.00% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -10 | -100.0% | -0.00% | – |
| AAL | Exit | AMERICAN AIRLS GROUP INC | $0 | – | -115 | -100.0% | -0.00% | – |
| JPEM | Exit | J P MORGAN EXCHANGE-TRADED Fdiv rtn em eqt | $0 | – | -46 | -100.0% | -0.00% | – |
| ARLP | Exit | ALLIANCE RES PARTNER L Put ltd part | $0 | – | -500 | -100.0% | -0.00% | – |
| SMG | Exit | SCOTTS MIRACLE GRO COcl a | $0 | – | -21 | -100.0% | -0.00% | – |
| MAC | Exit | MACERICH CO | $0 | – | -210 | -100.0% | -0.00% | – |
| MET | Exit | METLIFE INC | $0 | – | -79 | -100.0% | -0.00% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -46 | -100.0% | -0.00% | – |
| AVNS | Exit | AVANOS MED INC | $0 | – | -81 | -100.0% | -0.00% | – |
| SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -10 | -100.0% | -0.00% | – |
| RDI | Exit | READING INTERNATIONAL INCcl a | $0 | – | -500 | -100.0% | -0.00% | – |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $0 | – | -275 | -100.0% | -0.00% | – |
| CC | Exit | CHEMOURS CO | $0 | – | -133 | -100.0% | -0.00% | – |
| GTLS | Exit | CHART INDS INC | $0 | – | -100 | -100.0% | -0.00% | – |
| WDC | Exit | WESTERN DIGITAL CORP. | $0 | – | -95 | -100.0% | -0.00% | – |
| IPHI | Exit | INPHI CORP | $0 | – | -50 | -100.0% | -0.00% | – |
| RESD | Exit | WISDOMTREE TRintl esg fund | $0 | – | -217 | -100.0% | -0.00% | – |
| JBSS | Exit | SANFILIPPO JOHN B & SON INC | $0 | – | -60 | -100.0% | -0.00% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -65 | -100.0% | -0.00% | – |
| BWA | Exit | BORGWARNER INC | $0 | – | -125 | -100.0% | -0.00% | – |
| SGEN | Exit | SEATTLE GENETICS INC | $0 | – | -34 | -100.0% | -0.00% | – |
| STAG | Exit | STAG INDL INC | $0 | – | -200 | -100.0% | -0.00% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -107 | -100.0% | -0.00% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -73 | -100.0% | -0.00% | – |
| RUN | Exit | SUNRUN INC | $0 | – | -300 | -100.0% | -0.00% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -50 | -100.0% | -0.00% | – |
| BPY | Exit | BROOKFIELD PROPERTY PARTRS Lunit ltd partn | $0 | – | -601 | -100.0% | -0.00% | – |
| AFT | Exit | APOLLO SR FLOATING RATE FD I | $0 | – | -500 | -100.0% | -0.00% | – |
| CLLS | Exit | CELLECTIS S Aspon ads | $0 | – | -300 | -100.0% | -0.00% | – |
| BMRN | Exit | BIOMARIN PHARMACEUTICAL INC | $0 | – | -30 | -100.0% | -0.00% | – |
| SAM | Exit | BOSTON BEER INCcl a | $0 | – | -10 | -100.0% | -0.00% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -425 | -100.0% | -0.00% | – |
| ARR | Exit | ARMOUR RESIDENTIAL REIT INC | $0 | – | -533 | -100.0% | -0.00% | – |
| CRON | Exit | CRONOS GROUP INC | $0 | – | -592 | -100.0% | -0.00% | – |
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -30 | -100.0% | -0.00% | – |
| PEI | Exit | PENNSYLVANIA REAL ESTATE INVsh ben int | $0 | – | -3,500 | -100.0% | -0.00% | – |
| LOGI | Exit | LOGITECH INTL S A | $0 | – | -60 | -100.0% | -0.00% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -175 | -100.0% | -0.00% | – |
| CIEN | Exit | CIENA CORP | $0 | – | -65 | -100.0% | -0.00% | – |
| SMOG | Exit | VANECK VECTORS ETF TRlow carbn energy | $0 | – | -43 | -100.0% | -0.00% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -10 | -100.0% | -0.00% | – |
| MAXR | Exit | MAXAR TECHNOLOGIES INC | $0 | – | -250 | -100.0% | -0.00% | – |
| PBF | Exit | PBF ENERGY INCcl a | $0 | – | -420 | -100.0% | -0.00% | – |
| LUMN | Exit | CENTURYLINK INC | $0 | – | -421 | -100.0% | -0.00% | – |
| KYN | Exit | KAYNE ANDERSN MLP MIDS INVT | $0 | – | -950 | -100.0% | -0.00% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -5 | -100.0% | -0.00% | – |
| UAA | Exit | UNDER ARMOUR INCcl a | $0 | – | -445 | -100.0% | -0.00% | – |
| SONY | Exit | SONY CORPsponsored adr | $0 | – | -65 | -100.0% | -0.00% | – |
| GPRO | Exit | GOPRO INCcl a | $0 | – | -986 | -100.0% | -0.00% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -76 | -100.0% | -0.00% | – |
| ARCC | Exit | ARES CAPITAL CORP | $0 | – | -301 | -100.0% | -0.00% | – |
| C | Exit | CITIGROUP INC | $0 | – | -150 | -100.0% | -0.00% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -227 | -100.0% | -0.00% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -50 | -100.0% | -0.00% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -40 | -100.0% | -0.00% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -100 | -100.0% | -0.00% | – |
| CDK | Exit | CDK GLOBAL INC | $0 | – | -166 | -100.0% | -0.00% | – |
| BOTZ | Exit | GLOBAL X FDSrbtcs artfl inte | $0 | – | -279 | -100.0% | -0.00% | – |
| TOWN | Exit | TOWNEBANK PORTSMOUTH VA | $0 | – | -429 | -100.0% | -0.00% | – |
| ADAP | Exit | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $0 | – | -655 | -100.0% | -0.00% | – |
| NFG | Exit | NATIONAL FUEL GAS CO N J | $0 | – | -192 | -100.0% | -0.00% | – |
| OLLI | Exit | OLLIES BARGAIN OUTLET HLDGS | $0 | – | -85 | -100.0% | -0.00% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -40 | -100.0% | -0.00% | – |
| UA | Exit | UNDER ARMOUR INCcl c | $0 | – | -1,015 | -100.0% | -0.00% | – |
| CNC | Exit | CENTENE CORP DEL | $0 | – | -125 | -100.0% | -0.00% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -157 | -100.0% | -0.00% | – |
| SNAP | Exit | SNAP INCcl a | $0 | – | -400 | -100.0% | -0.00% | – |
| ALE | Exit | ALLETE INC | $0 | – | -133 | -100.0% | -0.00% | – |
| GNTX | Exit | GENTEX CORP | $0 | – | -300 | -100.0% | -0.00% | – |
| STXS | Exit | STEREOTAXIS INC | $0 | – | -1,690 | -100.0% | -0.00% | – |
| APO | Exit | APOLLO GLOBAL MGMT INC | $0 | – | -154 | -100.0% | -0.00% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -32 | -100.0% | -0.00% | – |
| RDIB | Exit | READING INTERNATIONAL INCcl b | $0 | – | -500 | -100.0% | -0.00% | – |
| VGR | Exit | VECTOR GROUP LTD | $0 | – | -828 | -100.0% | -0.00% | – |
| WORK | Exit | SLACK TECHNOLOGIES INC | $0 | – | -249 | -100.0% | -0.00% | – |
| SDS | Exit | PROSHARES TRultrashrt s&p500 | $0 | – | -552 | -100.0% | -0.00% | – |
| TAK | Exit | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | -545 | -100.0% | -0.00% | – |
| ASR | Exit | GRUPO AEROPORTUARIO DEL SUREspon adr ser b | $0 | – | -100 | -100.0% | -0.00% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -90 | -100.0% | -0.00% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -12 | -100.0% | -0.00% | – |
| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -300 | -100.0% | -0.00% | – |
| ETSY | Exit | ETSY INC | $0 | – | -100 | -100.0% | -0.00% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -96 | -100.0% | -0.00% | – |
| GLW | Exit | CORNING INC | $0 | – | -402 | -100.0% | -0.00% | – |
| EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -130 | -100.0% | -0.00% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -600 | -100.0% | -0.00% | – |
| IFRA | Exit | ISHARES TRus infrastruc | $0 | – | -410 | -100.0% | -0.00% | – |
| SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -1,698 | -100.0% | -0.00% | – |
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -166 | -100.0% | -0.00% | – |
| VAC | Exit | MARRIOTT VACTINS WORLDWID CO | $0 | – | -121 | -100.0% | -0.00% | – |
| MGV | Exit | VANGUARD WORLD FDmega cap val etf | $0 | – | -150 | -100.0% | -0.00% | – |
| SPCE | Exit | VIRGIN GALACTIC HOLDINGS INC | $0 | – | -800 | -100.0% | -0.01% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -45 | -100.0% | -0.01% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -100 | -100.0% | -0.01% | – |
| DDWM | Exit | WISDOMTREE TRcurrncy int eq | $0 | – | -529 | -100.0% | -0.01% | – |
| EDIT | Exit | EDITAS MEDICINE INC | $0 | – | -472 | -100.0% | -0.01% | – |
| SAP | Exit | SAP SEspon adr | $0 | – | -83 | -100.0% | -0.01% | – |
| HOG | Exit | HARLEY DAVIDSON INC | $0 | – | -560 | -100.0% | -0.01% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -212 | -100.0% | -0.01% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -314 | -100.0% | -0.01% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -509 | -100.0% | -0.01% | – |
| OSTK | Exit | OVERSTOCK COM INC DEL | $0 | – | -500 | -100.0% | -0.01% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -48 | -100.0% | -0.01% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -358 | -100.0% | -0.01% | – |
| BDN | Exit | BRANDYWINE RLTY TRsh ben int new | $0 | – | -1,070 | -100.0% | -0.01% | – |
| APTV | Exit | APTIV PLC | $0 | – | -150 | -100.0% | -0.01% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -244 | -100.0% | -0.01% | – |
| BTZ | Exit | BLACKROCK CR ALLOCATION INCO | $0 | – | -880 | -100.0% | -0.01% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -299 | -100.0% | -0.01% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -110 | -100.0% | -0.01% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -201 | -100.0% | -0.01% | – |
| SXT | Exit | SENSIENT TECHNOLOGIES CORP | $0 | – | -300 | -100.0% | -0.01% | – |
| HCSG | Exit | HEALTHCARE SVCS GROUP INC | $0 | – | -606 | -100.0% | -0.01% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -289 | -100.0% | -0.01% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -1,250 | -100.0% | -0.01% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -50 | -100.0% | -0.01% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -100 | -100.0% | -0.01% | – |
| EVRG | Exit | EVERGY INC | $0 | – | -290 | -100.0% | -0.01% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -215 | -100.0% | -0.01% | – |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -502 | -100.0% | -0.01% | – |
| OHI | Exit | OMEGA HEALTHCARE INVS INC | $0 | – | -607 | -100.0% | -0.01% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -165 | -100.0% | -0.01% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -469 | -100.0% | -0.01% | – |
| FSK | Exit | FS KKR CAPITAL CORP | $0 | – | -1,237 | -100.0% | -0.01% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -203 | -100.0% | -0.01% | – |
| ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -390 | -100.0% | -0.01% | – |
| COOP | Exit | MR COOPER GROUP INC | $0 | – | -1,500 | -100.0% | -0.01% | – |
| TGNA | Exit | TEGNA INC | $0 | – | -1,532 | -100.0% | -0.01% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -254 | -100.0% | -0.01% | – |
| EBAY | Exit | EBAY INC. | $0 | – | -400 | -100.0% | -0.01% | – |
| UCO | Exit | PROSHARES TR IIulta blmbg 2017 | $0 | – | -700 | -100.0% | -0.01% | – |
| RSX | Exit | VANECK VECTORS ETF TRrussia etf | $0 | – | -1,000 | -100.0% | -0.01% | – |
| WPC | Exit | WP CAREY INC | $0 | – | -324 | -100.0% | -0.01% | – |
| VTR | Exit | VENTAS INC | $0 | – | -541 | -100.0% | -0.01% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -361 | -100.0% | -0.01% | – |
| MOAT | Exit | VANECK VECTORS ETF TRmorningstar wide | $0 | – | -375 | -100.0% | -0.01% | – |
| IOVA | Exit | IOVANCE BIOTHERAPEUTICS INC | $0 | – | -750 | -100.0% | -0.01% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -799 | -100.0% | -0.01% | – |
| STT | Exit | STATE STR CORP | $0 | – | -316 | -100.0% | -0.01% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -50 | -100.0% | -0.01% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -102 | -100.0% | -0.01% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -752 | -100.0% | -0.01% | – |
| SNSR | Exit | GLOBAL X FDSinternet of thng | $0 | – | -1,008 | -100.0% | -0.01% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -1,174 | -100.0% | -0.01% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -1,296 | -100.0% | -0.01% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -214 | -100.0% | -0.01% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -3,586 | -100.0% | -0.01% | – |
| YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -490 | -100.0% | -0.01% | – |
| VIOO | Exit | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $0 | – | -200 | -100.0% | -0.01% | – |
| BMAR | Exit | INNOVATOR ETFS TRs&p 500 buffer | $0 | – | -951 | -100.0% | -0.01% | – |
| BAUG | Exit | INNOVATOR ETFS TRs&p 500 buffer | $0 | – | -1,000 | -100.0% | -0.01% | – |
| TNDM | Exit | TANDEM DIABETES CARE INC | $0 | – | -262 | -100.0% | -0.01% | – |
| TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -279 | -100.0% | -0.01% | – |
| PHYS | Exit | SPROTT PHYSICAL GOLD TRunit | $0 | – | -1,884 | -100.0% | -0.01% | – |
| PBFX | Exit | PBF LOGISTICS LPunit ltd ptnr | $0 | – | -2,809 | -100.0% | -0.01% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -501 | -100.0% | -0.01% | – |
| NWN | Exit | NORTHWEST NAT HLDG CO | $0 | – | -483 | -100.0% | -0.01% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -700 | -100.0% | -0.01% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -200 | -100.0% | -0.01% | – |
| FTEC | Exit | FIDELITY COVINGTON TRmsci info tech i | $0 | – | -300 | -100.0% | -0.01% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -376 | -100.0% | -0.01% | – |
| PMAR | Exit | INNOVATOR ETFS TRs&p 500 pwr bufr | $0 | – | -952 | -100.0% | -0.01% | – |
| HPI | Exit | HANCOCK JOHN PFD INCOME FDsh ben int | $0 | – | -1,390 | -100.0% | -0.01% | – |
| PDP | Exit | INVESCO EXCHANGE TRADED FD Tdwa momentum | $0 | – | -430 | -100.0% | -0.01% | – |
| ANSS | Exit | ANSYS INC | $0 | – | -100 | -100.0% | -0.01% | – |
| LGLV | Exit | SPDR SER TRssga us lrg etf | $0 | – | -280 | -100.0% | -0.01% | – |
| TLSA | Exit | TIZIANA LIFE SCIENCES PLCsponsored ads | $0 | – | -4,565 | -100.0% | -0.01% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -493 | -100.0% | -0.01% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -200 | -100.0% | -0.01% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -170 | -100.0% | -0.01% | – |
| CXP | Exit | COLUMBIA PPTY TR INC | $0 | – | -2,252 | -100.0% | -0.01% | – |
| JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -1,800 | -100.0% | -0.01% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -330 | -100.0% | -0.01% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -1,903 | -100.0% | -0.01% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -85 | -100.0% | -0.01% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -649 | -100.0% | -0.01% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -570 | -100.0% | -0.01% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -490 | -100.0% | -0.01% | – |
| CERN | Exit | CERNER CORP | $0 | – | -500 | -100.0% | -0.01% | – |
| LPX | Exit | LOUISIANA PAC CORP | $0 | – | -1,334 | -100.0% | -0.01% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -200 | -100.0% | -0.01% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -375 | -100.0% | -0.01% | – |
| NLOK | Exit | NORTONLIFELOCK INC | $0 | – | -1,673 | -100.0% | -0.01% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -600 | -100.0% | -0.01% | – |
| NRG | Exit | NRG ENERGY INC | $0 | – | -1,000 | -100.0% | -0.01% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -200 | -100.0% | -0.01% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -1,450 | -100.0% | -0.01% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -600 | -100.0% | -0.01% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -1,711 | -100.0% | -0.02% | – |
| NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -221 | -100.0% | -0.02% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -440 | -100.0% | -0.02% | – |
| DBEF | Exit | DBX ETF TRxtrack msci eafe | $0 | – | -1,276 | -100.0% | -0.02% | – |
| FUN | Exit | CEDAR FAIR L Pdepositry unit | $0 | – | -1,364 | -100.0% | -0.02% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -457 | -100.0% | -0.02% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -209 | -100.0% | -0.02% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -706 | -100.0% | -0.02% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -331 | -100.0% | -0.02% | – |
| ACWX | Exit | ISHARES TRmsci acwi ex us | $0 | – | -1,012 | -100.0% | -0.02% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -123 | -100.0% | -0.02% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -7,409 | -100.0% | -0.02% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -505 | -100.0% | -0.02% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -149 | -100.0% | -0.02% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -200 | -100.0% | -0.02% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -403 | -100.0% | -0.02% | – |
| OLED | Exit | UNIVERSAL DISPLAY CORP | $0 | – | -335 | -100.0% | -0.02% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -1,138 | -100.0% | -0.02% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -416 | -100.0% | -0.02% | – |
| IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -3,000 | -100.0% | -0.02% | – |
| TWST | Exit | TWIST BIOSCIENCE CORP | $0 | – | -1,125 | -100.0% | -0.02% | – |
| LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -563 | -100.0% | -0.02% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -891 | -100.0% | -0.02% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -200 | -100.0% | -0.02% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -100 | -100.0% | -0.02% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -920 | -100.0% | -0.02% | – |
| PEAK | Exit | HEALTHPEAK PROPERTIES INC | $0 | – | -2,068 | -100.0% | -0.02% | – |
| AVY | Exit | AVERY DENNISON CORP | $0 | – | -500 | -100.0% | -0.02% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -6,170 | -100.0% | -0.02% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -280 | -100.0% | -0.02% | – |
| FDN | Exit | FIRST TR NASDAQ-100 TECH INDdj internt idx | $0 | – | -369 | -100.0% | -0.02% | – |
| MYF | Exit | BLACKROCK MUNIYIELD INVT FD | $0 | – | -4,709 | -100.0% | -0.02% | – |
| EPR | Exit | EPR PPTYS | $0 | – | -1,994 | -100.0% | -0.02% | – |
| MMM | Exit | 3M CO | $0 | – | -411 | -100.0% | -0.02% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -500 | -100.0% | -0.03% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -400 | -100.0% | -0.03% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -3,122 | -100.0% | -0.03% | – |
| DTE | Exit | DTE ENERGY CO | $0 | – | -670 | -100.0% | -0.03% | – |
| HTA | Exit | HEALTHCARE TR AMER INCcl a new | $0 | – | -2,808 | -100.0% | -0.03% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -1,510 | -100.0% | -0.03% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -394 | -100.0% | -0.03% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -430 | -100.0% | -0.03% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -2,500 | -100.0% | -0.03% | – |
| DSL | Exit | DOUBLELINE INCOME SOLUTIONS | $0 | – | -5,254 | -100.0% | -0.03% | – |
| MFT | Exit | BLACKROCK MUNIYIELD INVT QUA | $0 | – | -6,500 | -100.0% | -0.03% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -1,594 | -100.0% | -0.03% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -847 | -100.0% | -0.03% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -690 | -100.0% | -0.03% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -817 | -100.0% | -0.03% | – |
| LIN | Exit | LINDE PLC | $0 | – | -400 | -100.0% | -0.03% | – |
| UGI | Exit | UGI CORP NEW | $0 | – | -2,823 | -100.0% | -0.03% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -448 | -100.0% | -0.04% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -1,700 | -100.0% | -0.04% | – |
| V | Exit | VISA INC | $0 | – | -518 | -100.0% | -0.04% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -1,212 | -100.0% | -0.04% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -462 | -100.0% | -0.04% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -1,456 | -100.0% | -0.04% | – |
| STBA | Exit | S & T BANCORP INC | $0 | – | -4,950 | -100.0% | -0.04% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -1,291 | -100.0% | -0.04% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -3,018 | -100.0% | -0.04% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -491 | -100.0% | -0.05% | – |
| EXC | Exit | EXELON CORP | $0 | – | -3,339 | -100.0% | -0.05% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -1,376 | -100.0% | -0.05% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -685 | -100.0% | -0.05% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -283 | -100.0% | -0.05% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -1,321 | -100.0% | -0.05% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,390 | -100.0% | -0.05% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,265 | -100.0% | -0.05% | – |
| GLTR | Exit | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $0 | – | -1,711 | -100.0% | -0.06% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -3,990 | -100.0% | -0.06% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -532 | -100.0% | -0.06% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -3,534 | -100.0% | -0.06% | – |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -1,801 | -100.0% | -0.07% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -2,421 | -100.0% | -0.07% | – |
| IIVI | Exit | II-VI INC | $0 | – | -4,423 | -100.0% | -0.08% | – |
| PPL | Exit | PPL CORP | $0 | – | -8,307 | -100.0% | -0.08% | – |
| CPB | Exit | CAMPBELL SOUP CO | $0 | – | -6,857 | -100.0% | -0.13% | – |
| KO | Exit | COCA COLA CO | $0 | – | -9,142 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 11 | Q2 2021 | 24.3% |
| VANGUARD SCOTTSDALE FDS | 11 | Q2 2021 | 19.2% |
| JOHNSON & JOHNSON | 11 | Q2 2021 | 10.8% |
| INVESCO QQQ TR | 11 | Q2 2021 | 17.9% |
| ISHARES TR | 11 | Q2 2021 | 5.4% |
| WEST PHARMACEUTICAL SVSC INC | 11 | Q2 2021 | 5.2% |
| STRYKER CORPORATION | 11 | Q2 2021 | 5.6% |
| ISHARES TR | 11 | Q2 2021 | 3.1% |
| APPLE INC | 11 | Q2 2021 | 2.3% |
| SPDR S&P 500 ETF TR | 11 | Q2 2021 | 2.9% |
View Hoover Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-07-28 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-02 |
| 13F-HR | 2020-10-21 |
| 13F-HR | 2020-08-07 |
| 13F-HR | 2020-04-23 |
| 13F-HR | 2020-01-28 |
| 13F-HR | 2019-10-23 |
| 13F-HR | 2019-08-12 |
| 13F-HR | 2019-04-05 |
View Hoover Financial Advisors, 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.