$401 Million is the total value of Hoover Financial Advisors, Inc.'s 522 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 198.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $65,830,000 | +21.2% | 209,417 | +7.1% | 16.42% | -8.3% |
VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $47,863,000 | +11.7% | 194,243 | +1.0% | 11.94% | -15.5% |
HII | Buy | HUNTINGTON INGALLS INDS INC | $47,236,000 | +57.7% | 274,596 | +29.0% | 11.78% | +19.3% |
EMQQ | New | EXCHANGE TRADED CONCEPTS TRemqq em intern | $27,186,000 | – | 402,871 | +100.0% | 6.78% | – |
VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $22,720,000 | +22.1% | 182,575 | +1.8% | 5.67% | -7.6% |
JNJ | Buy | JOHNSON & JOHNSON | $13,836,000 | +22.1% | 86,124 | +13.1% | 3.45% | -7.6% |
EFA | Sell | ISHARES TRmsci eafe etf | $13,288,000 | +0.3% | 175,818 | -15.5% | 3.32% | -24.1% |
WST | Sell | WEST PHARMACEUTICAL SVSC INC | $12,644,000 | +6.9% | 42,327 | -1.6% | 3.15% | -19.1% |
IWR | Sell | ISHARES TRrus mid cap etf | $11,143,000 | +18.9% | 156,351 | -4.3% | 2.78% | -10.0% |
SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $8,131,000 | +14.4% | 131,932 | -3.1% | 2.03% | -13.4% |
SYK | STRYKER CORPORATION | $7,000,000 | +16.2% | 28,909 | 0.0% | 1.75% | -12.1% | |
AAPL | Sell | APPLE INC | $6,679,000 | +11.2% | 51,813 | -0.1% | 1.67% | -15.8% |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $6,654,000 | +13.2% | 71,617 | -3.0% | 1.66% | -14.3% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $6,089,000 | +4.5% | 30,631 | -10.5% | 1.52% | -20.9% |
SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $5,074,000 | -14.8% | 90,607 | -18.4% | 1.27% | -35.5% |
SLY | Sell | SPDR SER TRs&p 600 sml cap | $4,554,000 | +36.9% | 51,921 | -5.0% | 1.14% | +3.6% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $4,474,000 | +4.8% | 18,661 | -5.2% | 1.12% | -20.7% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,245,000 | -3.1% | 11,218 | -14.3% | 1.06% | -26.7% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,052,000 | +17.8% | 76,290 | -4.1% | 1.01% | -10.8% |
IEFA | Buy | ISHARES TRcore msci eafe | $3,763,000 | +19.2% | 52,609 | +0.4% | 0.94% | -9.8% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $3,713,000 | +27.1% | 17,838 | -6.1% | 0.93% | -3.8% |
T | Buy | AT&T INC | $3,432,000 | +1014.3% | 117,169 | +983.9% | 0.86% | +739.2% |
EEM | Sell | ISHARES TRmsci emg mkt etf | $2,292,000 | +5.0% | 41,575 | -16.0% | 0.57% | -20.6% |
AMZN | Sell | AMAZON COM INC | $2,086,000 | -2.6% | 667 | -1.9% | 0.52% | -26.3% |
USMV | Sell | ISHARES TRmsci usa min vol | $2,051,000 | -5.9% | 30,519 | -10.8% | 0.51% | -28.8% |
VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,880,000 | -22.5% | 38,362 | -35.3% | 0.47% | -41.4% |
MSFT | Buy | MICROSOFT CORP | $1,769,000 | +11.5% | 8,303 | +10.1% | 0.44% | -15.7% |
PG | Sell | PROCTER AND GAMBLE CO | $1,704,000 | -46.9% | 12,546 | -45.7% | 0.42% | -59.9% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,660,000 | +9.4% | 11,749 | -0.4% | 0.41% | -17.2% |
AMGN | Buy | AMGEN INC | $1,403,000 | -4.0% | 5,804 | +1.0% | 0.35% | -27.4% |
GLD | Sell | SPDR GOLD TR | $1,327,000 | -38.8% | 7,658 | -37.4% | 0.33% | -53.7% |
UNH | Buy | UNITEDHEALTH GROUP INC | $1,304,000 | +388.4% | 3,719 | +333.4% | 0.32% | +269.3% |
IWM | Sell | ISHARES TRrussell 2000 etf | $1,161,000 | +30.2% | 5,429 | -8.8% | 0.29% | -1.4% |
MRK | Buy | MERCK & CO. INC | $1,074,000 | +5.0% | 13,072 | +6.0% | 0.27% | -20.5% |
XOM | Buy | EXXON MOBIL CORP | $1,028,000 | +49.2% | 20,431 | +1.8% | 0.26% | +12.8% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,003,000 | +14.4% | 26,784 | -4.1% | 0.25% | -13.5% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,004,000 | +8.5% | 7,885 | -1.8% | 0.25% | -18.0% |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,000,000 | +25.8% | 2,242 | -4.4% | 0.25% | -5.0% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $956,000 | +1.1% | 4,066 | -8.5% | 0.24% | -23.7% |
QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $950,000 | – | 7,359 | +100.0% | 0.24% | – |
TSLA | Sell | TESLA INC | $864,000 | +74.2% | 1,022 | -11.5% | 0.22% | +32.5% |
EEMV | ISHARES INCmsci emerg mrkt | $840,000 | +14.6% | 13,278 | 0.0% | 0.21% | -13.2% | |
EFAV | ISHARES TRmsci eafe min vl | $812,000 | +9.3% | 10,907 | 0.0% | 0.20% | -17.1% | |
WMT | Buy | WALMART INC | $790,000 | +9.6% | 5,372 | +4.2% | 0.20% | -17.2% |
IVV | Buy | ISHARES TRcore s&p500 etf | $784,000 | +30.7% | 2,064 | +15.6% | 0.20% | -1.0% |
SCHR | Sell | SCHWAB STRATEGIC TRintrm trm tres | $783,000 | -4.2% | 13,555 | -2.6% | 0.20% | -27.5% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $751,000 | +18.8% | 4,638 | +2.4% | 0.19% | -10.1% |
GOOG | Buy | ALPHABET INCcap stk cl c | $738,000 | +115.8% | 424 | +82.0% | 0.18% | +62.8% |
MDT | Buy | MEDTRONIC PLC | $714,000 | +16.5% | 6,066 | +2.9% | 0.18% | -11.9% |
IWD | Buy | ISHARES TRrus 1000 val etf | $675,000 | +20.5% | 4,752 | +0.3% | 0.17% | -9.2% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $641,000 | +18.9% | 370 | +0.5% | 0.16% | -10.1% |
SEIC | SEI INVTS CO | $612,000 | +19.3% | 10,117 | 0.0% | 0.15% | -9.5% | |
VOO | Sell | VANGUARD INDEX FDS | $600,000 | -30.7% | 1,724 | -38.8% | 0.15% | -47.4% |
RPM | RPM INTL INC | $596,000 | +4.2% | 6,907 | 0.0% | 0.15% | -21.2% | |
SUB | ISHARES TRshrt nat mun etf | $566,000 | 0.0% | 5,238 | 0.0% | 0.14% | -24.6% | |
PFE | Buy | PFIZER INC | $521,000 | +0.4% | 14,167 | +0.1% | 0.13% | -24.0% |
VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $498,000 | +19.1% | 3,972 | 0.0% | 0.12% | -10.1% | |
SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $480,000 | +2.8% | 9,348 | +3.2% | 0.12% | -22.1% |
KMB | KIMBERLY-CLARK CORP | $476,000 | -11.0% | 3,621 | 0.0% | 0.12% | -32.4% | |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $458,000 | +0.9% | 3,003 | -26.8% | 0.11% | -24.0% |
WTRG | Sell | ESSENTIAL UTILS INC | $429,000 | +3.1% | 9,421 | -8.7% | 0.11% | -21.9% |
BAC | Sell | BK OF AMERICA CORP | $396,000 | +40.4% | 11,659 | -0.3% | 0.10% | +6.5% |
IIVI | New | II-VI INC | $392,000 | – | 4,423 | +100.0% | 0.10% | – |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $390,000 | +4.3% | 12,003 | -14.0% | 0.10% | -21.1% |
JHSC | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactr sml | $384,000 | +35.2% | 11,733 | +0.7% | 0.10% | +2.1% |
AGG | Buy | ISHARES TRcore us aggbd et | $376,000 | +108.9% | 3,212 | +111.2% | 0.09% | +59.3% |
CMCSA | Buy | COMCAST CORP NEWcl a | $368,000 | +8.2% | 7,426 | +1.0% | 0.09% | -17.9% |
VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $364,000 | +2.0% | 7,116 | +1.6% | 0.09% | -22.9% |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $344,000 | -17.3% | 1,414 | 0.0% | 0.09% | -37.2% | |
DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $344,000 | +3.6% | 1,111 | -7.1% | 0.09% | -21.1% |
PTON | New | PELOTON INTERACTIVE INC | $328,000 | – | 1,983 | +100.0% | 0.08% | – |
HPQ | Sell | HP INC | $329,000 | +28.0% | 12,845 | -5.2% | 0.08% | -3.5% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $315,000 | +2.3% | 2,441 | -3.6% | 0.08% | -22.5% |
VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $317,000 | +11.6% | 5,842 | +0.1% | 0.08% | -16.0% |
HD | Buy | HOME DEPOT INC | $312,000 | +8.7% | 1,162 | +12.5% | 0.08% | -17.9% |
CORP | Sell | PIMCO ETF TRinv grd crp bd | $301,000 | -4.7% | 2,605 | -5.3% | 0.08% | -27.9% |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $300,000 | +1.0% | 5,399 | +1.8% | 0.08% | -23.5% |
FSKR | Sell | FS KKR CAP CORP II | $296,000 | +11.3% | 17,405 | -3.7% | 0.07% | -15.9% |
BA | Sell | BOEING CO | $293,000 | -2.0% | 1,397 | -22.9% | 0.07% | -26.3% |
AEP | AMERICAN ELEC PWR CO INC | $289,000 | -3.7% | 3,665 | 0.0% | 0.07% | -27.3% | |
PEP | Buy | PEPSICO INC | $285,000 | +13.5% | 2,008 | +10.7% | 0.07% | -14.5% |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $284,000 | +11.4% | 3,952 | -14.0% | 0.07% | -15.5% |
KWEB | Buy | KRANESHARES TRcsi chi internet | $280,000 | +37.3% | 3,439 | +14.7% | 0.07% | +4.5% |
SKYY | FIRST TR EXCHANGE TRADED FD | $280,000 | +24.4% | 2,867 | 0.0% | 0.07% | -5.4% | |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $272,000 | +4.2% | 2,809 | -26.4% | 0.07% | -20.9% |
GSK | GLAXOSMITHKLINE PLCsponsored adr | $269,000 | +1.1% | 7,061 | 0.0% | 0.07% | -23.9% | |
ORCL | ORACLE CORP | $269,000 | +3.1% | 4,364 | 0.0% | 0.07% | -22.1% | |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $267,000 | +5.5% | 4,614 | 0.0% | 0.07% | -19.3% | |
KEYS | New | KEYSIGHT TECHNOLOGIES INC | $265,000 | – | 1,801 | +100.0% | 0.07% | – |
CSX | CSX CORP | $262,000 | +20.7% | 2,800 | 0.0% | 0.06% | -9.7% | |
IWO | ISHARES TRrus 2000 grw etf | $255,000 | +40.9% | 816 | 0.0% | 0.06% | +6.7% | |
PM | PHILIP MORRIS INTL INC | $251,000 | +8.2% | 3,091 | 0.0% | 0.06% | -17.1% | |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $251,000 | -4.9% | 2,029 | -19.7% | 0.06% | -27.6% |
JPM | New | JPMORGAN CHASE & CO | $247,000 | – | 1,751 | +100.0% | 0.06% | – |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $245,000 | +36.1% | 1,395 | +0.3% | 0.06% | +3.4% |
PCK | New | PIMCO CALIF MUN INCOME FD II | $236,000 | – | 26,235 | +100.0% | 0.06% | – |
MA | Buy | MASTERCARD INCORPORATEDcl a | $233,000 | -1.3% | 713 | +2.1% | 0.06% | -25.6% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $233,000 | -3.3% | 4,085 | +1.0% | 0.06% | -26.6% |
DIS | New | DISNEY WALT CO | $233,000 | – | 1,344 | +100.0% | 0.06% | – |
OVB | New | LISTED FD TRshares core bd | $231,000 | – | 8,821 | +100.0% | 0.06% | – |
INTC | Sell | INTEL CORP | $221,000 | +7.8% | 3,732 | -5.7% | 0.06% | -19.1% |
PPL | New | PPL CORP | $218,000 | – | 7,735 | +100.0% | 0.05% | – |
VOT | VANGUARD INDEX FDSmcap gr idxvip | $209,000 | +20.1% | 965 | 0.0% | 0.05% | -8.8% | |
GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $207,000 | +11.3% | 5,675 | -7.1% | 0.05% | -14.8% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $204,000 | -8.1% | 3,211 | +233.8% | 0.05% | -30.1% |
BDX | New | BECTON DICKINSON & CO | $203,000 | – | 789 | +100.0% | 0.05% | – |
ADBE | New | ADOBE SYSTEMS INCORPORATED | $200,000 | – | 431 | +100.0% | 0.05% | – |
COST | New | COSTCO WHSL CORP NEW | $202,000 | – | 558 | +100.0% | 0.05% | – |
KO | New | COCA COLA CO | $196,000 | – | 3,986 | +100.0% | 0.05% | – |
LMT | New | LOCKHEED MARTIN CORP | $194,000 | – | 559 | +100.0% | 0.05% | – |
VHT | Buy | VANGUARD WORLD FDShealth car etf | $193,000 | +14.2% | 830 | +0.1% | 0.05% | -14.3% |
CSCO | New | CISCO SYS INC | $192,000 | – | 4,263 | +100.0% | 0.05% | – |
NKE | New | NIKE INCcl b | $189,000 | – | 1,334 | +100.0% | 0.05% | – |
BK | New | BANK NEW YORK MELLON CORP | $190,000 | – | 4,074 | +100.0% | 0.05% | – |
LSCC | New | LATTICE SEMICONDUCTOR CORP | $189,000 | – | 4,357 | +100.0% | 0.05% | – |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $188,000 | +49.2% | 658 | +12.7% | 0.05% | +11.9% |
ABT | New | ABBOTT LABS | $184,000 | – | 1,670 | +100.0% | 0.05% | – |
ACN | New | ACCENTURE PLC IRELAND | $184,000 | – | 723 | +100.0% | 0.05% | – |
ZNGA | ZYNGA INCcl a | $181,000 | +8.4% | 18,281 | 0.0% | 0.04% | -18.2% | |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $181,000 | +36.1% | 848 | +12.8% | 0.04% | +2.3% |
IVE | Buy | ISHARES TRs&p 500 val etf | $176,000 | +18.1% | 1,331 | +0.6% | 0.04% | -10.2% |
IWP | Buy | ISHARES TRrus md cp gr etf | $177,000 | -16.9% | 1,675 | +35.7% | 0.04% | -37.1% |
ABBV | New | ABBVIE INC | $175,000 | – | 1,571 | +100.0% | 0.04% | – |
PFF | Sell | ISHARES TRpfd and incm sec | $176,000 | -43.0% | 4,620 | -45.5% | 0.04% | -56.9% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $167,000 | +13.6% | 1,813 | -0.5% | 0.04% | -12.5% |
PAYX | New | PAYCHEX INC | $166,000 | – | 1,881 | +100.0% | 0.04% | – |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $165,000 | -3.5% | 2,701 | -20.2% | 0.04% | -26.8% |
GLTR | New | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $165,000 | – | 1,711 | +100.0% | 0.04% | – |
MAR | New | MARRIOTT INTL INC NEWcl a | $156,000 | – | 1,213 | +100.0% | 0.04% | – |
MCD | New | MCDONALDS CORP | $153,000 | – | 736 | +100.0% | 0.04% | – |
APD | New | AIR PRODS & CHEMS INC | $153,000 | – | 535 | +100.0% | 0.04% | – |
XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $151,000 | – | 1,818 | +100.0% | 0.04% | – |
BMY | New | BRISTOL-MYERS SQUIBB CO | $147,000 | – | 2,225 | +100.0% | 0.04% | – |
PYPL | New | PAYPAL HLDGS INC | $148,000 | – | 611 | +100.0% | 0.04% | – |
BDEC | New | INNOVATOR ETFS TRs&p 500 buffer e | $148,000 | – | 4,812 | +100.0% | 0.04% | – |
QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $148,000 | – | 1,442 | +100.0% | 0.04% | – |
CWB | New | SPDR SER TRblmbrg brc cnvrt | $150,000 | – | 1,716 | +100.0% | 0.04% | – |
SQ | New | SQUARE INCcl a | $145,000 | – | 625 | +100.0% | 0.04% | – |
STBA | New | S & T BANCORP INC | $141,000 | – | 4,950 | +100.0% | 0.04% | – |
TER | New | TERADYNE INC | $138,000 | – | 999 | +100.0% | 0.03% | – |
TJX | New | TJX COS INC NEW | $137,000 | – | 2,010 | +100.0% | 0.03% | – |
OVM | New | LISTED FD TRshares muni db | $136,000 | – | 5,256 | +100.0% | 0.03% | – |
FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $138,000 | +26.6% | 4,446 | 0.0% | 0.03% | -5.6% | |
AMAT | New | APPLIED MATLS INC | $138,000 | – | 1,300 | +100.0% | 0.03% | – |
IJR | Sell | ISHARES TRcore s&p scp etf | $135,000 | -11.2% | 1,331 | -38.6% | 0.03% | -32.0% |
NVDA | New | NVIDIA CORPORATION | $136,000 | – | 258 | +100.0% | 0.03% | – |
MELI | New | MERCADOLIBRE INC | $132,000 | – | 71 | +100.0% | 0.03% | – |
LH | New | LABORATORY CORP AMER HLDGS | $132,000 | – | 600 | +100.0% | 0.03% | – |
PNC | New | PNC FINL SVCS GROUP INC | $132,000 | – | 817 | +100.0% | 0.03% | – |
GE | Sell | GENERAL ELECTRIC CO | $133,000 | -78.2% | 11,481 | -88.5% | 0.03% | -83.6% |
UGI | New | UGI CORP NEW | $127,000 | – | 3,421 | +100.0% | 0.03% | – |
KNOP | New | KNOT OFFSHORE PARTNERS LP | $127,000 | – | 7,107 | +100.0% | 0.03% | – |
FCX | New | FREEPORT-MCMORAN INCcl b | $123,000 | – | 3,835 | +100.0% | 0.03% | – |
EXC | New | EXELON CORP | $123,000 | – | 2,892 | +100.0% | 0.03% | – |
ROK | New | ROCKWELL AUTOMATION INC | $118,000 | – | 448 | +100.0% | 0.03% | – |
FRBA | FIRST BANK WILLIAMSTOWN NJ | $116,000 | +54.7% | 12,065 | 0.0% | 0.03% | +16.0% | |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $117,000 | -27.3% | 1,411 | -27.1% | 0.03% | -45.3% |
DOCU | New | DOCUSIGN INC | $114,000 | – | 456 | +100.0% | 0.03% | – |
PNOV | New | INNOVATOR ETFS TRs&p 500 power | $113,000 | – | 3,889 | +100.0% | 0.03% | – |
EFG | Buy | ISHARES TReafe grwth etf | $113,000 | +24.2% | 1,097 | +7.8% | 0.03% | -6.7% |
EMB | Sell | ISHARES TRjpmorgan usd emg | $113,000 | -33.9% | 998 | -35.4% | 0.03% | -50.0% |
INDA | Buy | ISHARES TRmsci india etf | $108,000 | +24.1% | 2,582 | +0.0% | 0.03% | -6.9% |
VYM | New | VANGUARD WHITEHALL FDShigh div yld | $110,000 | – | 1,148 | +100.0% | 0.03% | – |
LOW | New | LOWES COS INC | $107,000 | – | 626 | +100.0% | 0.03% | – |
IEMG | New | ISHARES INCcore msci emkt | $108,000 | – | 1,630 | +100.0% | 0.03% | – |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $104,000 | -1.9% | 1,249 | -6.9% | 0.03% | -25.7% |
LULU | New | LULULEMON ATHLETICA INC | $105,000 | – | 302 | +100.0% | 0.03% | – |
CVX | New | CHEVRON CORP NEW | $103,000 | – | 1,080 | +100.0% | 0.03% | – |
CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $106,000 | – | 170 | +100.0% | 0.03% | – |
RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $104,000 | – | 2,500 | +100.0% | 0.03% | – |
LIN | New | LINDE PLC | $105,000 | – | 400 | +100.0% | 0.03% | – |
XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $99,000 | – | 595 | +100.0% | 0.02% | – |
ITW | New | ILLINOIS TOOL WKS INC | $98,000 | – | 479 | +100.0% | 0.02% | – |
VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $97,000 | +26.0% | 561 | -11.7% | 0.02% | -4.0% |
BLK | New | BLACKROCK INC | $95,000 | – | 128 | +100.0% | 0.02% | – |
SO | New | SOUTHERN CO | $95,000 | – | 1,601 | +100.0% | 0.02% | – |
DVY | ISHARES TRselect divid etf | $91,000 | +24.7% | 892 | 0.0% | 0.02% | -4.2% | |
DEM | Sell | WISDOMTREE TRemer mkt high fd | $93,000 | -21.8% | 2,140 | -36.6% | 0.02% | -41.0% |
MFT | New | BLACKROCK MUNIYIELD INVT QUA | $94,000 | – | 6,500 | +100.0% | 0.02% | – |
TROW | New | PRICE T ROWE GROUP INC | $94,000 | – | 590 | +100.0% | 0.02% | – |
FB | New | FACEBOOK INCcl a | $90,000 | – | 367 | +100.0% | 0.02% | – |
LLY | New | LILLY ELI & CO | $90,000 | – | 481 | +100.0% | 0.02% | – |
QCOM | New | QUALCOMM INC | $88,000 | – | 548 | +100.0% | 0.02% | – |
BOND | Sell | PIMCO ETF TRactive bd etf | $88,000 | -17.8% | 780 | -17.9% | 0.02% | -37.1% |
PSA | New | PUBLIC STORAGE | $87,000 | – | 394 | +100.0% | 0.02% | – |
PDEC | New | INNOVATOR ETFS TRs&p 500 pwr bu | $86,000 | – | 2,946 | +100.0% | 0.02% | – |
NFLX | New | NETFLIX INC | $86,000 | – | 172 | +100.0% | 0.02% | – |
IUSG | New | ISHARES TRcore s&p us gwt | $85,000 | – | 963 | +100.0% | 0.02% | – |
GS | New | GOLDMAN SACHS GROUP INC | $83,000 | – | 268 | +100.0% | 0.02% | – |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $86,000 | +14.7% | 1,033 | +14.8% | 0.02% | -16.0% |
OLED | New | UNIVERSAL DISPLAY CORP | $86,000 | – | 336 | +100.0% | 0.02% | – |
BP | New | BP PLCsponsored adr | $80,000 | – | 3,122 | +100.0% | 0.02% | – |
FOLD | New | AMICUS THERAPEUTICS INC | $80,000 | – | 3,419 | +100.0% | 0.02% | – |
AVY | New | AVERY DENNISON CORP | $81,000 | – | 500 | +100.0% | 0.02% | – |
EPI | WISDOMTREE TRindia erngs fd | $80,000 | +29.0% | 2,610 | 0.0% | 0.02% | 0.0% | |
FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $79,000 | – | 369 | +100.0% | 0.02% | – |
HTA | New | HEALTHCARE TR AMER INCcl a new | $79,000 | – | 2,808 | +100.0% | 0.02% | – |
IBB | Buy | ISHARES TRnasdaq biotech | $79,000 | +19.7% | 489 | +0.2% | 0.02% | -9.1% |
MMM | New | 3M CO | $78,000 | – | 466 | +100.0% | 0.02% | – |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $77,000 | -46.9% | 878 | -46.4% | 0.02% | -60.4% |
HPE | New | HEWLETT PACKARD ENTERPRISE C | $77,000 | – | 6,170 | +100.0% | 0.02% | – |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $75,000 | +11.9% | 1,684 | -8.5% | 0.02% | -13.6% |
SCHP | SCHWAB STRATEGIC TRus tips etf | $76,000 | 0.0% | 1,235 | 0.0% | 0.02% | -24.0% | |
IYY | Buy | ISHARES TRdow jones us etf | $71,000 | +6.0% | 738 | +83.6% | 0.02% | -18.2% |
VDE | VANGUARD WORLD FDSenergy etf | $71,000 | +54.3% | 1,149 | 0.0% | 0.02% | +20.0% | |
IDV | ISHARES TRintl sel div etf | $73,000 | +25.9% | 2,316 | 0.0% | 0.02% | -5.3% | |
NSC | New | NORFOLK SOUTHN CORP | $74,000 | – | 295 | +100.0% | 0.02% | – |
CB | New | CHUBB LIMITED | $73,000 | – | 469 | +100.0% | 0.02% | – |
AMD | New | ADVANCED MICRO DEVICES INC | $74,000 | – | 816 | +100.0% | 0.02% | – |
CGC | New | CANOPY GROWTH CORP | $67,000 | – | 1,943 | +100.0% | 0.02% | – |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $69,000 | +27.8% | 904 | +300.0% | 0.02% | -5.6% |
V | New | VISA INC | $67,000 | – | 331 | +100.0% | 0.02% | – |
DTE | New | DTE ENERGY CO | $68,000 | – | 560 | +100.0% | 0.02% | – |
XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $64,000 | – | 2,040 | +100.0% | 0.02% | – |
DGRO | New | ISHARES TRcore div grwth | $65,000 | – | 1,417 | +100.0% | 0.02% | – |
MYF | New | BLACKROCK MUNIYIELD INVT FD | $66,000 | – | 4,709 | +100.0% | 0.02% | – |
IJH | Sell | ISHARES TRcore s&p mcp etf | $65,000 | -35.0% | 266 | -50.6% | 0.02% | -51.5% |
MRBK | New | MERIDIAN CORPORATION | $64,000 | – | 3,000 | +100.0% | 0.02% | – |
ED | New | CONSOLIDATED EDISON INC | $63,000 | – | 926 | +100.0% | 0.02% | – |
UNP | New | UNION PAC CORP | $63,000 | – | 290 | +100.0% | 0.02% | – |
CDK | New | CDK GLOBAL INC | $66,000 | – | 1,278 | +100.0% | 0.02% | – |
AMT | New | AMERICAN TOWER CORP NEW | $60,000 | – | 278 | +100.0% | 0.02% | – |
PEAK | New | HEALTHPEAK PROPERTIES INC | $62,000 | – | 2,068 | +100.0% | 0.02% | – |
DKNG | New | DRAFTKINGS INC | $60,000 | – | 1,088 | +100.0% | 0.02% | – |
LDOS | New | LEIDOS HOLDINGS INC | $60,000 | – | 563 | +100.0% | 0.02% | – |
IUSV | Buy | ISHARES TRcore s&p us vlu | $60,000 | +2900.0% | 940 | +3257.1% | 0.02% | +1400.0% |
IAU | New | ISHARES GOLD TRUSTishares | $60,000 | – | 3,400 | +100.0% | 0.02% | – |
AXP | New | AMERICAN EXPRESS CO | $62,000 | – | 500 | +100.0% | 0.02% | – |
ETN | New | EATON CORP PLC | $56,000 | – | 450 | +100.0% | 0.01% | – |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $56,000 | +1.8% | 224 | -7.4% | 0.01% | -22.2% |
SDY | SPDR SER TRs&p divid etf | $55,000 | +19.6% | 500 | 0.0% | 0.01% | -6.7% | |
ALGN | New | ALIGN TECHNOLOGY INC | $55,000 | – | 100 | +100.0% | 0.01% | – |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $55,000 | +19.6% | 573 | +0.2% | 0.01% | -6.7% |
XEL | New | XCEL ENERGY INC | $58,000 | – | 920 | +100.0% | 0.01% | – |
FISV | New | FISERV INC | $56,000 | – | 520 | +100.0% | 0.01% | – |
AIG | New | AMERICAN INTL GROUP INC | $53,000 | – | 1,279 | +100.0% | 0.01% | – |
FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $53,000 | -14.5% | 1,110 | -31.1% | 0.01% | -35.0% |
FDX | New | FEDEX CORP | $51,000 | – | 200 | +100.0% | 0.01% | – |
NVS | New | NOVARTIS AGsponsored adr | $52,000 | – | 546 | +100.0% | 0.01% | – |
LPX | New | LOUISIANA PAC CORP | $51,000 | – | 1,334 | +100.0% | 0.01% | – |
PRU | New | PRUDENTIAL FINL INC | $52,000 | – | 619 | +100.0% | 0.01% | – |
BNOV | New | INNOVATOR ETFS TRs&p 500 buffer | $51,000 | – | 1,694 | +100.0% | 0.01% | – |
YUM | New | YUM BRANDS INC | $47,000 | – | 440 | +100.0% | 0.01% | – |
SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $47,000 | +20.5% | 1,213 | 0.0% | 0.01% | -7.7% | |
DGX | New | QUEST DIAGNOSTICS INC | $50,000 | – | 403 | +100.0% | 0.01% | – |
XBI | Buy | SPDR SER TRs&p biotech | $45,000 | +40.6% | 292 | +0.3% | 0.01% | 0.0% |
CLIX | New | PROSHARES TRlong online shrt | $43,000 | – | 454 | +100.0% | 0.01% | – |
SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $43,000 | -33.8% | 649 | -45.0% | 0.01% | -47.6% |
FNDB | SCHWAB STRATEGIC TRschwab fdt us bm | $45,000 | +25.0% | 946 | 0.0% | 0.01% | -8.3% | |
MO | New | ALTRIA GROUP INC | $46,000 | – | 1,107 | +100.0% | 0.01% | – |
XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $45,000 | +18.4% | 910 | 0.0% | 0.01% | -15.4% | |
UL | New | UNILEVER PLCspon adr new | $43,000 | – | 720 | +100.0% | 0.01% | – |
SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $42,000 | +75.0% | 500 | +22.2% | 0.01% | +25.0% |
BR | New | BROADRIDGE FINL SOLUTIONS IN | $42,000 | – | 273 | +100.0% | 0.01% | – |
NRG | New | NRG ENERGY INC | $40,000 | – | 1,000 | +100.0% | 0.01% | – |
VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $41,000 | – | 649 | +100.0% | 0.01% | – |
XHB | SPDR SER TRs&p homebuild | $39,000 | +11.4% | 644 | 0.0% | 0.01% | -16.7% | |
CERN | New | CERNER CORP | $40,000 | – | 500 | +100.0% | 0.01% | – |
SOXX | ISHARES TRphlx semicnd etf | $38,000 | +35.7% | 91 | 0.0% | 0.01% | 0.0% | |
VLO | New | VALERO ENERGY CORP | $36,000 | – | 600 | +100.0% | 0.01% | – |
ETR | New | ENTERGY CORP NEW | $36,000 | – | 383 | +100.0% | 0.01% | – |
EDIT | New | EDITAS MEDICINE INC | $36,000 | – | 472 | +100.0% | 0.01% | – |
ARKQ | New | ARK ETF TRautnmus technlgy | $35,000 | – | 393 | +100.0% | 0.01% | – |
SPCE | New | VIRGIN GALACTIC HOLDINGS INC | $35,000 | – | 1,050 | +100.0% | 0.01% | – |
NOC | New | NORTHROP GRUMMAN CORP | $36,000 | – | 119 | +100.0% | 0.01% | – |
SMG | New | SCOTTS MIRACLE GRO COcl a | $38,000 | – | 170 | +100.0% | 0.01% | – |
W | New | WAYFAIR INCcl a | $37,000 | – | 113 | +100.0% | 0.01% | – |
ANSS | New | ANSYS INC | $37,000 | – | 100 | +100.0% | 0.01% | – |
ALL | New | ALLSTATE CORP | $36,000 | – | 330 | +100.0% | 0.01% | – |
UTG | New | REAVES UTIL INCOME FD | $37,000 | – | 1,126 | +100.0% | 0.01% | – |
FE | New | FIRSTENERGY CORP | $32,000 | – | 1,009 | +100.0% | 0.01% | – |
MPC | New | MARATHON PETE CORP | $32,000 | – | 700 | +100.0% | 0.01% | – |
HON | New | HONEYWELL INTL INC | $33,000 | – | 156 | +100.0% | 0.01% | – |
NLOK | New | NORTONLIFELOCK INC | $33,000 | – | 1,600 | +100.0% | 0.01% | – |
LGLV | New | SPDR SER TRssga us lrg etf | $33,000 | – | 280 | +100.0% | 0.01% | – |
NLY | New | ANNALY CAPITAL MANAGEMENT IN | $32,000 | – | 3,803 | +100.0% | 0.01% | – |
EBAY | New | EBAY INC. | $33,000 | – | 592 | +100.0% | 0.01% | – |
ZTS | New | ZOETIS INCcl a | $32,000 | – | 200 | +100.0% | 0.01% | – |
SNSR | New | GLOBAL X FDSinternet of thng | $34,000 | – | 1,010 | +100.0% | 0.01% | – |
ESGU | New | ISHARES TResg awr msci usa | $34,000 | – | 387 | +100.0% | 0.01% | – |
GLW | New | CORNING INC | $27,000 | – | 700 | +100.0% | 0.01% | – |
VTRS | New | VIATRIS INC | $28,000 | – | 1,617 | +100.0% | 0.01% | – |
UAUG | New | INNOVATOR ETFS TRs&p 500 ultra | $28,000 | – | 1,000 | +100.0% | 0.01% | – |
XLK | New | SELECT SECTOR SPDR TRtechnology | $27,000 | – | 211 | +100.0% | 0.01% | – |
MDLZ | New | MONDELEZ INTL INCcl a | $29,000 | – | 501 | +100.0% | 0.01% | – |
CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $27,000 | – | 341 | +100.0% | 0.01% | – |
NEE | New | NEXTERA ENERGY INC | $29,000 | – | 352 | +100.0% | 0.01% | – |
WEC | New | WEC ENERGY GROUP INC | $29,000 | – | 331 | +100.0% | 0.01% | – |
WCN | New | WASTE CONNECTIONS INC | $28,000 | – | 274 | +100.0% | 0.01% | – |
WM | New | WASTE MGMT INC DEL | $30,000 | – | 266 | +100.0% | 0.01% | – |
BAUG | New | INNOVATOR ETFS TRs&p 500 buffer | $30,000 | – | 1,000 | +100.0% | 0.01% | – |
WFC | New | WELLS FARGO CO NEW | $30,000 | – | 850 | +100.0% | 0.01% | – |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $28,000 | +180.0% | 79 | +139.4% | 0.01% | +133.3% |
JHMD | Sell | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $29,000 | +11.5% | 889 | -7.2% | 0.01% | -22.2% |
HAL | New | HALLIBURTON CO | $27,000 | – | 1,250 | +100.0% | 0.01% | – |
AZN | New | ASTRAZENECA PLCsponsored adr | $30,000 | – | 588 | +100.0% | 0.01% | – |
IGSB | ISHARES TR | $28,000 | 0.0% | 504 | 0.0% | 0.01% | -22.2% | |
USEP | New | INNOVATOR ETFS TRs&p 500 ultra | $28,000 | – | 1,015 | +100.0% | 0.01% | – |
BSEP | New | INNOVATOR ETFS TRs&p 500 buffer | $30,000 | – | 1,019 | +100.0% | 0.01% | – |
ITEQ | New | ETF MANAGERS TRbluestar israel | $28,000 | – | 385 | +100.0% | 0.01% | – |
MGM | New | MGM RESORTS INTERNATIONAL | $30,000 | – | 1,000 | +100.0% | 0.01% | – |
PHYS | New | SPROTT PHYSICAL GOLD TRunit | $27,000 | – | 1,884 | +100.0% | 0.01% | – |
MKC | New | MCCORMICK & CO INC | $24,000 | – | 266 | +100.0% | 0.01% | – |
VIS | New | VANGUARD WORLD FDSindustrial etf | $26,000 | – | 147 | +100.0% | 0.01% | – |
TGNA | New | TEGNA INC | $23,000 | – | 1,532 | +100.0% | 0.01% | – |
TFC | New | TRUIST FINL CORP | $25,000 | – | 469 | +100.0% | 0.01% | – |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $25,000 | – | 399 | +100.0% | 0.01% | – |
YUMC | New | YUM CHINA HLDGS INC | $25,000 | – | 440 | +100.0% | 0.01% | – |
VTR | New | VENTAS INC | $26,000 | – | 546 | +100.0% | 0.01% | – |
HPI | New | HANCOCK JOHN PFD INCOME FDsh ben int | $26,000 | – | 1,390 | +100.0% | 0.01% | – |
FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $23,000 | +35.3% | 500 | 0.0% | 0.01% | 0.0% | |
MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $26,000 | +36.8% | 436 | +0.2% | 0.01% | 0.0% |
AM | New | ANTERO MIDSTREAM CORP | $26,000 | – | 3,000 | +100.0% | 0.01% | – |
MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $25,000 | – | 381 | +100.0% | 0.01% | – |
EIX | New | EDISON INTL | $25,000 | – | 400 | +100.0% | 0.01% | – |
XLE | New | SELECT SECTOR SPDR TRenergy | $25,000 | – | 571 | +100.0% | 0.01% | – |
ITA | Buy | ISHARES TRus aer def etf | $24,000 | +20.0% | 255 | +100.8% | 0.01% | -14.3% |
APTV | New | APTIV PLC | $26,000 | – | 180 | +100.0% | 0.01% | – |
STT | New | STATE STR CORP | $25,000 | – | 316 | +100.0% | 0.01% | – |
SBUX | New | STARBUCKS CORP | $26,000 | – | 255 | +100.0% | 0.01% | – |
TNDM | New | TANDEM DIABETES CARE INC | $24,000 | – | 262 | +100.0% | 0.01% | – |
IYH | ISHARES TRus hlthcare etf | $25,000 | +8.7% | 100 | 0.0% | 0.01% | -25.0% | |
IWN | Sell | ISHARES TRrus 2000 val etf | $24,000 | +9.1% | 168 | -23.3% | 0.01% | -14.3% |
ARKK | New | ARK ETF TRinnovation etf | $22,000 | – | 150 | +100.0% | 0.01% | – |
PPG | New | PPG INDS INC | $20,000 | – | 132 | +100.0% | 0.01% | – |
CVS | New | CVS HEALTH CORP | $20,000 | – | 265 | +100.0% | 0.01% | – |
FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $21,000 | – | 200 | +100.0% | 0.01% | – |
AFL | New | AFLAC INC | $19,000 | – | 399 | +100.0% | 0.01% | – |
ADI | New | ANALOG DEVICES INC | $21,000 | – | 130 | +100.0% | 0.01% | – |
AMP | New | AMERIPRISE FINL INC | $21,000 | – | 100 | +100.0% | 0.01% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $19,000 | – | 114 | +100.0% | 0.01% | – |
PENN | New | PENN NATL GAMING INC | $19,000 | – | 174 | +100.0% | 0.01% | – |
INSG | New | INSEEGO CORP | $22,000 | – | 1,500 | +100.0% | 0.01% | – |
LUV | New | SOUTHWEST AIRLS CO | $20,000 | – | 407 | +100.0% | 0.01% | – |
SWKS | New | SKYWORKS SOLUTIONS INC | $19,000 | – | 118 | +100.0% | 0.01% | – |
ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $19,000 | – | 50 | +100.0% | 0.01% | – |
SNAP | New | SNAP INCcl a | $20,000 | – | 400 | +100.0% | 0.01% | – |
HCSG | New | HEALTHCARE SVCS GROUP INC | $20,000 | – | 606 | +100.0% | 0.01% | – |
OSTK | New | OVERSTOCK COM INC DEL | $19,000 | – | 300 | +100.0% | 0.01% | – |
EXAS | New | EXACT SCIENCES CORP | $19,000 | – | 130 | +100.0% | 0.01% | – |
ADM | New | ARCHER DANIELS MIDLAND CO | $19,000 | – | 358 | +100.0% | 0.01% | – |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $19,000 | +850.0% | 193 | +819.0% | 0.01% | +400.0% |
CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $21,000 | – | 100 | +100.0% | 0.01% | – |
FTNT | New | FORTINET INC | $16,000 | – | 110 | +100.0% | 0.00% | – |
CLX | New | CLOROX CO DEL | $15,000 | – | 75 | +100.0% | 0.00% | – |
CAG | New | CONAGRA BRANDS INC | $17,000 | – | 502 | +100.0% | 0.00% | – |
DAL | New | DELTA AIR LINES INC DEL | $17,000 | – | 403 | +100.0% | 0.00% | – |
DNLI | New | DENALI THERAPEUTICS INC | $15,000 | – | 200 | +100.0% | 0.00% | – |
DUK | New | DUKE ENERGY CORP NEW | $16,000 | – | 173 | +100.0% | 0.00% | – |
EVRG | New | EVERGY INC | $15,000 | – | 290 | +100.0% | 0.00% | – |
ASR | New | GRUPO AEROPORTUARIO DEL SUREspon adr ser b | $17,000 | – | 100 | +100.0% | 0.00% | – |
MUB | ISHARES TRnational mun etf | $15,000 | 0.0% | 129 | 0.0% | 0.00% | -20.0% | |
MBB | New | ISHARES TRmbs etf | $17,000 | – | 158 | +100.0% | 0.00% | – |
SLV | New | ISHARES SILVER TRishares | $17,000 | – | 700 | +100.0% | 0.00% | – |
ESGE | New | ISHARES INCesg awr msci em | $16,000 | – | 358 | +100.0% | 0.00% | – |
LAZR | New | LUMINAR TECHNOLOGIES INC | $16,000 | – | 500 | +100.0% | 0.00% | – |
VAC | New | MARRIOTT VACTINS WORLDWID CO | $17,000 | – | 121 | +100.0% | 0.00% | – |
IBND | SPDR SER TRblombrg brc intl | $15,000 | +7.1% | 406 | 0.0% | 0.00% | -20.0% | |
SRT | New | STARTEK INC | $15,000 | – | 1,865 | +100.0% | 0.00% | – |
SYY | New | SYSCO CORP | $18,000 | – | 245 | +100.0% | 0.00% | – |
TPIC | New | TPI COMPOSITES INC | $17,000 | – | 250 | +100.0% | 0.00% | – |
TGT | New | TARGET CORP | $17,000 | – | 83 | +100.0% | 0.00% | – |
TXN | New | TEXAS INSTRS INC | $17,000 | – | 100 | +100.0% | 0.00% | – |
DDD | New | 3-D SYS CORP DEL | $15,000 | – | 472 | +100.0% | 0.00% | – |
TLRY | New | TILRAY INC | $18,000 | – | 963 | +100.0% | 0.00% | – |
VFC | New | V F CORP | $18,000 | – | 209 | +100.0% | 0.00% | – |
BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $15,000 | – | 265 | +100.0% | 0.00% | – |
VEEV | New | VEEVA SYS INC | $16,000 | – | 58 | +100.0% | 0.00% | – |
VTEB | New | VANGUARD MUN BD FDStax exempt bd | $16,000 | – | 290 | +100.0% | 0.00% | – |
XPEV | New | XPENG INCads | $15,000 | – | 300 | +100.0% | 0.00% | – |
ZBH | New | ZIMMER BIOMET HOLDINGS INC | $16,000 | – | 96 | +100.0% | 0.00% | – |
GNTX | New | GENTEX CORP | $11,000 | – | 300 | +100.0% | 0.00% | – |
NKLA | New | NIKOLA CORP | $14,000 | – | 652 | +100.0% | 0.00% | – |
SPPI | New | SPECTRUM PHARMACEUTICALS INC | $11,000 | – | 3,000 | +100.0% | 0.00% | – |
GD | New | GENERAL DYNAMICS CORP | $12,000 | – | 81 | +100.0% | 0.00% | – |
ES | New | EVERSOURCE ENERGY | $11,000 | – | 124 | +100.0% | 0.00% | – |
ADAP | New | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $11,000 | – | 1,766 | +100.0% | 0.00% | – |
RDIB | New | READING INTL INCcl b | $12,000 | – | 500 | +100.0% | 0.00% | – |
LVS | New | LAS VEGAS SANDS CORP | $11,000 | – | 200 | +100.0% | 0.00% | – |
EMR | New | EMERSON ELEC CO | $12,000 | – | 143 | +100.0% | 0.00% | – |
VLDR | New | VELODYNE LIDAR INC | $12,000 | – | 500 | +100.0% | 0.00% | – |
LW | New | LAMB WESTON HLDGS INC | $13,000 | – | 166 | +100.0% | 0.00% | – |
BTZ | New | BLACKROCK CR ALLOCATION INCO | $13,000 | – | 880 | +100.0% | 0.00% | – |
NEM | New | NEWMONT CORP | $13,000 | – | 200 | +100.0% | 0.00% | – |
WKHS | New | WORKHORSE GROUP INC | $12,000 | – | 472 | +100.0% | 0.00% | – |
MAXR | New | MAXAR TECHNOLOGIES INC | $12,000 | – | 250 | +100.0% | 0.00% | – |
MGV | New | VANGUARD WORLD FDmega cap val etf | $14,000 | – | 151 | +100.0% | 0.00% | – |
O | New | REALTY INCOME CORP | $13,000 | – | 227 | +100.0% | 0.00% | – |
QUAL | ISHARES TRmsci usa qlt fct | $14,000 | +7.7% | 125 | 0.0% | 0.00% | -25.0% | |
FSR | New | FISKER INC | $12,000 | – | 785 | +100.0% | 0.00% | – |
UBER | New | UBER TECHNOLOGIES INC | $13,000 | – | 227 | +100.0% | 0.00% | – |
MET | New | METLIFE INC | $11,000 | – | 216 | +100.0% | 0.00% | – |
SHOP | New | SHOPIFY INCcl a | $14,000 | – | 12 | +100.0% | 0.00% | – |
STM | New | STMICROELECTRONICS N Vny registry | $13,000 | – | 328 | +100.0% | 0.00% | – |
OPK | New | OPKO HEALTH INC | $14,000 | – | 3,000 | +100.0% | 0.00% | – |
IGIB | Sell | ISHARES TR | $13,000 | -89.4% | 210 | -89.6% | 0.00% | -92.7% |
HYG | Sell | ISHARES TRiboxx hi yd etf | $11,000 | -21.4% | 127 | -24.4% | 0.00% | -40.0% |
SCZ | Sell | ISHARES TReafe sml cp etf | $14,000 | -88.7% | 200 | -90.5% | 0.00% | -92.7% |
RTX | New | RAYTHEON TECHNOLOGIES CORP | $14,000 | – | 190 | +100.0% | 0.00% | – |
AAXJ | ISHARES TRmsci ac asia etf | $11,000 | +22.2% | 119 | 0.0% | 0.00% | 0.0% | |
BWX | Buy | SPDR SER TRblomberg intl tr | $14,000 | 0.0% | 466 | +0.4% | 0.00% | -40.0% |
VIOO | New | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $13,000 | – | 68 | +100.0% | 0.00% | – |
RCL | New | ROYAL CARIBBEAN GROUP | $11,000 | – | 143 | +100.0% | 0.00% | – |
GTLS | New | CHART INDS INC | $14,000 | – | 100 | +100.0% | 0.00% | – |
FNDC | Sell | SCHWAB STRATEGIC TRschwb fdt int sc | $8,000 | -33.3% | 215 | -44.6% | 0.00% | -50.0% |
CNC | New | CENTENE CORP DEL | $8,000 | – | 125 | +100.0% | 0.00% | – |
WELL | New | WELLTOWER INC | $10,000 | – | 160 | +100.0% | 0.00% | – |
SMOG | New | VANECK VECTORS ETF TRlow carbn energy | $8,000 | – | 43 | +100.0% | 0.00% | – |
OLLI | New | OLLIES BARGAIN OUTLET HLDGS | $8,000 | – | 85 | +100.0% | 0.00% | – |
SJM | New | SMUCKER J M CO | $10,000 | – | 90 | +100.0% | 0.00% | – |
TIP | New | ISHARES TRtips bd etf | $10,000 | – | 79 | +100.0% | 0.00% | – |
IP | New | INTERNATIONAL PAPER CO | $10,000 | – | 200 | +100.0% | 0.00% | – |
SONY | New | SONY CORPsponsored adr | $7,000 | – | 65 | +100.0% | 0.00% | – |
C | New | CITIGROUP INC | $10,000 | – | 150 | +100.0% | 0.00% | – |
CL | New | COLGATE PALMOLIVE CO | $7,000 | – | 91 | +100.0% | 0.00% | – |
GPRO | New | GOPRO INCcl a | $9,000 | – | 986 | +100.0% | 0.00% | – |
STZ | New | CONSTELLATION BRANDS INCcl a | $7,000 | – | 32 | +100.0% | 0.00% | – |
OKTA | New | OKTA INCcl a | $10,000 | – | 40 | +100.0% | 0.00% | – |
MARA | New | MARATHON PATENT GROUP INC | $7,000 | – | 300 | +100.0% | 0.00% | – |
FUBO | New | FUBOTV INC | $9,000 | – | 250 | +100.0% | 0.00% | – |
VIAC | New | VIACOMCBS INCcl b | $7,000 | – | 150 | +100.0% | 0.00% | – |
CRON | New | CRONOS GROUP INC | $7,000 | – | 592 | +100.0% | 0.00% | – |
SWK | New | STANLEY BLACK & DECKER INC | $9,000 | – | 50 | +100.0% | 0.00% | – |
EPR | New | EPR PPTYS | $7,000 | – | 194 | +100.0% | 0.00% | – |
FDS | New | FACTSET RESH SYS INC | $9,000 | – | 29 | +100.0% | 0.00% | – |
EV | New | EATON VANCE CORP | $8,000 | – | 111 | +100.0% | 0.00% | – |
VGR | New | VECTOR GROUP LTD | $10,000 | – | 828 | +100.0% | 0.00% | – |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $8,000 | +14.3% | 67 | +1.5% | 0.00% | 0.0% |
ENB | New | ENBRIDGE INC | $7,000 | – | 193 | +100.0% | 0.00% | – |
PAWZ | New | PROSHARES TRpet care etf | $7,000 | – | 100 | +100.0% | 0.00% | – |
ARKF | New | ARK ETF TRfintech innova | $8,000 | – | 150 | +100.0% | 0.00% | – |
SPOT | New | SPOTIFY TECHNOLOGY S A | $7,000 | – | 20 | +100.0% | 0.00% | – |
TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $10,000 | – | 50 | +100.0% | 0.00% | – |
TAK | New | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $10,000 | – | 545 | +100.0% | 0.00% | – |
KYN | New | KAYNE ANDERSON ENERGY INFRST | $7,000 | – | 950 | +100.0% | 0.00% | – |
JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $8,000 | +14.3% | 180 | +1.1% | 0.00% | 0.0% |
ALB | New | ALBEMARLE CORP | $8,000 | – | 45 | +100.0% | 0.00% | – |
AFT | New | APOLLO SR FLOATING RATE FD I | $7,000 | – | 500 | +100.0% | 0.00% | – |
BAX | New | BAXTER INTL INC | $8,000 | – | 100 | +100.0% | 0.00% | – |
TXT | New | TEXTRON INC | $8,000 | – | 150 | +100.0% | 0.00% | – |
TSCO | New | TRACTOR SUPPLY CO | $7,000 | – | 46 | +100.0% | 0.00% | – |
NFG | New | NATIONAL FUEL GAS CO N J | $8,000 | – | 192 | +100.0% | 0.00% | – |
TWTR | New | TWITTER INC | $9,000 | – | 187 | +100.0% | 0.00% | – |
SDS | New | PROSHARES TRultrashrt s&p500 | $3,000 | – | 252 | +100.0% | 0.00% | – |
MUNI | Buy | PIMCO ETF TRinter mun bd act | $3,000 | +50.0% | 48 | +65.5% | 0.00% | 0.0% |
LDUR | PIMCO ETF TRenhncd lw dur ac | $5,000 | 0.0% | 49 | 0.0% | 0.00% | -50.0% | |
PDM | New | PIEDMONT OFFICE REALTY TR IN | $4,000 | – | 260 | +100.0% | 0.00% | – |
PBF | New | PBF ENERGY INCcl a | $3,000 | – | 420 | +100.0% | 0.00% | – |
OXY | New | OCCIDENTAL PETE CORP | $3,000 | – | 117 | +100.0% | 0.00% | – |
SGEN | New | SEATTLE GENETICS INC | $6,000 | – | 34 | +100.0% | 0.00% | – |
MVIS | New | MICROVISION INC DEL | $6,000 | – | 835 | +100.0% | 0.00% | – |
SIRI | New | SIRIUS XM HOLDINGS INC | $4,000 | – | 696 | +100.0% | 0.00% | – |
VIVO | New | MERIDIAN BIOSCIENCE INC | $6,000 | – | 265 | +100.0% | 0.00% | – |
MBII | New | MARRONE BIO INNOVATIONS INC | $4,000 | – | 3,000 | +100.0% | 0.00% | – |
MAC | New | MACERICH CO | $3,000 | – | 210 | +100.0% | 0.00% | – |
LRCX | New | LAM RESEARCH CORP | $6,000 | – | 11 | +100.0% | 0.00% | – |
KMI | New | KINDER MORGAN INC DEL | $5,000 | – | 325 | +100.0% | 0.00% | – |
TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $5,000 | – | 38 | +100.0% | 0.00% | – |
JPEM | New | J P MORGAN EXCHANGE-TRADED Fdiv rtn em eqt | $3,000 | – | 47 | +100.0% | 0.00% | – |
IAGG | New | ISHARES TRcore intl aggr | $3,000 | – | 45 | +100.0% | 0.00% | – |
SMIN | ISHARES TRmsci india sm cp | $4,000 | +33.3% | 85 | 0.0% | 0.00% | 0.0% | |
UAA | New | UNDER ARMOUR INCcl a | $6,000 | – | 345 | +100.0% | 0.00% | – |
UA | New | UNDER ARMOUR INCcl c | $4,000 | – | 220 | +100.0% | 0.00% | – |
SHV | New | ISHARES TRshort treas bd | $5,000 | – | 45 | +100.0% | 0.00% | – |
IWS | Sell | ISHARES TRrus mdcp val etf | $3,000 | -62.5% | 26 | -72.9% | 0.00% | -66.7% |
MOO | New | VANECK VECTORS ETF TRagribusiness etf | $4,000 | – | 50 | +100.0% | 0.00% | – |
IVOG | New | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $4,000 | – | 20 | +100.0% | 0.00% | – |
IMGN | New | IMMUNOGEN INC | $5,000 | – | 660 | +100.0% | 0.00% | – |
BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $6,000 | – | 177 | +100.0% | 0.00% | – |
GILD | New | GILEAD SCIENCES INC | $3,000 | – | 45 | +100.0% | 0.00% | – |
GIS | New | GENERAL MLS INC | $3,000 | – | 52 | +100.0% | 0.00% | – |
VCR | VANGUARD WORLD FDSconsum dis etf | $4,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
GCI | New | GANNETT CO INC | $3,000 | – | 715 | +100.0% | 0.00% | – |
FMB | New | FIRST TR EXCH TRADED FD IIImanagd mun etf | $4,000 | – | 63 | +100.0% | 0.00% | – |
EQIX | New | EQUINIX INC | $3,000 | – | 5 | +100.0% | 0.00% | – |
EA | New | ELECTRONIC ARTS INC | $4,000 | – | 25 | +100.0% | 0.00% | – |
MJ | New | ETF MANAGERS TRetfmg altr hrvst | $4,000 | – | 200 | +100.0% | 0.00% | – |
HACK | New | ETF MANAGERS TRprime cybr scrty | $4,000 | – | 65 | +100.0% | 0.00% | – |
PFFA | New | ETFIS SER TR Ivirtus infrcap | $5,000 | – | 211 | +100.0% | 0.00% | – |
VERX | New | VERTEX INCcl a | $3,000 | – | 105 | +100.0% | 0.00% | – |
CIEN | New | CIENA CORP | $4,000 | – | 65 | +100.0% | 0.00% | – |
CC | New | CHEMOURS CO | $4,000 | – | 133 | +100.0% | 0.00% | – |
LUMN | New | LUMEN TECHNOLOGIES INC | $5,000 | – | 421 | +100.0% | 0.00% | – |
CNP | New | CENTERPOINT ENERGY INC | $6,000 | – | 300 | +100.0% | 0.00% | – |
CAT | New | CATERPILLAR INC | $6,000 | – | 30 | +100.0% | 0.00% | – |
AVGO | New | BROADCOM INC | $6,000 | – | 13 | +100.0% | 0.00% | – |
BWA | New | BORGWARNER INC | $5,000 | – | 125 | +100.0% | 0.00% | – |
AXLA | New | AXCELLA HEALTH INC | $6,000 | – | 1,000 | +100.0% | 0.00% | – |
AVNS | New | AVANOS MED INC | $4,000 | – | 81 | +100.0% | 0.00% | – |
ATVI | New | ACTIVISION BLIZZARD INC | $6,000 | – | 65 | +100.0% | 0.00% | – |
LOGI | New | LOGITECH INTL S A | $6,000 | – | 60 | +100.0% | 0.00% | – |
SLYV | SPDR SER TRs&p 600 smcp val | $3,000 | +50.0% | 41 | 0.0% | 0.00% | 0.0% | |
XITK | SPDR SER TRfactst inv etf | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $3,000 | – | 10 | +100.0% | 0.00% | – |
JBSS | New | SANFILIPPO JOHN B & SON INC | $5,000 | – | 61 | +100.0% | 0.00% | – |
RDFN | New | REDFIN CORP | $3,000 | – | 45 | +100.0% | 0.00% | – |
RDI | New | READING INTL INCcl a | $3,000 | – | 500 | +100.0% | 0.00% | – |
CAKE | New | CHEESECAKE FACTORY INC | $2,000 | – | 45 | +100.0% | 0.00% | – |
TNA | New | DIREXION SHS ETF TRdly smcap bull3x | $2,000 | – | 25 | +100.0% | 0.00% | – |
DAR | New | DARLING INGREDIENTS INC | $2,000 | – | 30 | +100.0% | 0.00% | – |
DXC | New | DXC TECHNOLOGY CO | $2,000 | – | 81 | +100.0% | 0.00% | – |
VPU | VANGUARD WORLD FDSutilities etf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
F | New | FORD MTR CO DEL | $1,000 | – | 109 | +100.0% | 0.00% | – |
CMC | New | COMMERCIAL METALS CO | $2,000 | – | 100 | +100.0% | 0.00% | – |
HOG | New | HARLEY DAVIDSON INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
CCO | New | CLEAR CHANNEL OUTDOOR HLDGS | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
IDRA | New | IDERA PHARMACEUTICALS INC | $1,000 | – | 330 | +100.0% | 0.00% | – |
K | New | KELLOGG CO | $1,000 | – | 20 | +100.0% | 0.00% | – |
LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -11 | -100.0% | 0.00% | – |
RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,000 | – | 14 | +100.0% | 0.00% | – |
FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -32 | -100.0% | 0.00% | – |
EWZS | New | ISHARES TRbrazil sm-cp etf | $2,000 | – | 93 | +100.0% | 0.00% | – |
MDYG | SPDR SER TRs&p 400 mdcp grw | $2,000 | 0.0% | 26 | 0.0% | 0.00% | -100.0% | |
SXC | New | SUNCOKE ENERGY INC | $2,000 | – | 350 | +100.0% | 0.00% | – |
VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -5 | -100.0% | 0.00% | – |
BMRN | New | BIOMARIN PHARMACEUTICAL INC | $2,000 | – | 30 | +100.0% | 0.00% | – |
OCGN | New | OCUGEN INC | $2,000 | – | 800 | +100.0% | 0.00% | – |
PRSP | New | PERSPECTA INC | $1,000 | – | 40 | +100.0% | 0.00% | – |
J | New | JACOBS ENGR GROUP INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
AAL | New | AMERICAN AIRLS GROUP INC | $2,000 | – | 115 | +100.0% | 0.00% | – |
JBLU | New | JETBLUE AWYS CORP | $2,000 | – | 100 | +100.0% | 0.00% | – |
EB | New | EVENTBRITE INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $1,000 | – | 60 | +100.0% | 0.00% | – |
PRTK | New | PARATEK PHARMACEUTICALS INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
FSLY | New | FASTLY INCcl a | $2,000 | – | 20 | +100.0% | 0.00% | – |
VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -57 | -100.0% | -0.00% | – |
SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -324 | -100.0% | -0.00% | – |
SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -150 | -100.0% | -0.00% | – |
GNR | Exit | SPDR INDEX SHS FDSglb nat resrce | $0 | – | -342 | -100.0% | -0.00% | – |
DON | Exit | WISDOMTREE TRus midcap divid | $0 | – | -481 | -100.0% | -0.01% | – |
DES | Exit | WISDOMTREE TRus smallcap divd | $0 | – | -925 | -100.0% | -0.01% | – |
GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -1,806 | -100.0% | -0.02% | – |
DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -625 | -100.0% | -0.02% | – |
VER | Exit | VEREIT INC | $0 | – | -11,477 | -100.0% | -0.02% | – |
CRS | Exit | CARPENTER TECHNOLOGY CORP | $0 | – | -10,157 | -100.0% | -0.06% | – |
IMMU | Exit | IMMUNOMEDICS INC | $0 | – | -2,935 | -100.0% | -0.08% | – |
BFZ | Exit | BLACKROCK CALIF MUN INCOME Tsh ben int | $0 | – | -21,707 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-02
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.