$307 Million is the total value of Aspire Private Capital, LLC's 706 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 14.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $22,116,279 | -8.4% | 51,736 | -5.1% | 7.21% | -6.2% |
| FISR | Sell | SSGA ACTIVE TRspdr ssga fxd | $20,623,927 | -7.8% | 834,044 | -3.6% | 6.72% | -5.6% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $16,292,424 | -3.2% | 59,830 | +0.6% | 5.31% | -0.8% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $16,183,469 | -1.2% | 370,161 | +4.4% | 5.28% | +1.2% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $13,111,217 | -4.2% | 95,057 | -1.3% | 4.27% | -1.9% |
| XLSR | Sell | SSGA ACTIVE TRspdr ssga us sct | $12,575,914 | -11.9% | 304,722 | -7.5% | 4.10% | -9.8% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $11,544,734 | +51.2% | 125,732 | +51.2% | 3.76% | +54.8% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $10,688,654 | +3.7% | 222,217 | +8.3% | 3.48% | +6.2% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $10,303,661 | -5.6% | 215,422 | -3.5% | 3.36% | -3.4% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $9,572,767 | +33.4% | 285,158 | +36.6% | 3.12% | +36.6% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $8,205,203 | +1.1% | 109,155 | +1.7% | 2.67% | +3.6% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $7,918,066 | +103.7% | 214,581 | +114.5% | 2.58% | +108.6% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $7,839,952 | -5.4% | 252,820 | -0.8% | 2.56% | -3.2% |
| TIPX | Buy | SPDR SER TRbloomberg 1 10 y | $6,123,592 | -0.1% | 338,694 | +2.0% | 2.00% | +2.4% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,401,315 | +2.1% | 137,753 | +5.9% | 1.76% | +4.6% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $4,807,635 | -2.2% | 197,519 | +1.9% | 1.57% | +0.1% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $4,763,502 | -6.5% | 108,805 | -1.7% | 1.55% | -4.2% |
| EBND | Buy | SPDR SER TRbloomberg emergi | $4,054,223 | -1.9% | 204,448 | +4.7% | 1.32% | +0.4% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $3,899,276 | -3.5% | 53,924 | +0.4% | 1.27% | -1.2% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $3,751,820 | -6.5% | 55,947 | +4.5% | 1.22% | -4.2% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $3,722,643 | -1.8% | 19,689 | +3.3% | 1.21% | +0.6% |
| AAPL | Buy | APPLE INC | $3,427,286 | -11.2% | 20,018 | +0.6% | 1.12% | -9.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,107,822 | +10.7% | 7,237 | +14.9% | 1.01% | +13.3% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $3,107,841 | -5.3% | 70,971 | -0.7% | 1.01% | -3.1% |
| JNK | Sell | SPDR SER TRbloomberg high y | $2,909,525 | -4.3% | 32,185 | -2.6% | 0.95% | -2.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,871,523 | -13.0% | 18,422 | +0.0% | 0.94% | -10.9% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $2,684,852 | -1.5% | 92,136 | +3.1% | 0.88% | +0.8% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $2,670,649 | -0.7% | 63,693 | -0.8% | 0.87% | +1.6% |
| GLD | Sell | SPDR GOLD TR | $2,427,077 | -4.2% | 14,156 | -0.3% | 0.79% | -1.9% |
| MSFT | Buy | MICROSOFT CORP | $2,415,350 | -6.0% | 7,649 | +1.3% | 0.79% | -3.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,177,148 | -1.6% | 24,667 | +0.1% | 0.71% | +0.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,018,122 | +16.6% | 15,422 | +6.6% | 0.66% | +19.4% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $1,893,039 | -26.0% | 72,391 | -15.3% | 0.62% | -24.2% |
| IUSB | Sell | ISHARES TRcore total usd | $1,844,934 | -9.9% | 42,203 | -6.3% | 0.60% | -7.8% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $1,721,413 | +378.6% | 34,250 | +396.2% | 0.56% | +392.1% |
| CTAS | CINTAS CORP | $1,526,244 | -3.2% | 3,173 | 0.0% | 0.50% | -1.0% | |
| AMZN | Buy | AMAZON COM INC | $1,449,719 | +0.6% | 11,404 | +3.2% | 0.47% | +3.1% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $1,366,910 | -17.8% | 10,371 | -15.9% | 0.45% | -15.7% |
| HD | Sell | HOME DEPOT INC | $1,079,674 | -5.4% | 3,573 | -2.7% | 0.35% | -3.0% |
| MRK | Buy | MERCK & CO INC | $985,974 | -7.1% | 9,577 | +4.1% | 0.32% | -5.0% |
| EFV | Buy | ISHARES TReafe value etf | $980,206 | +22.5% | 20,032 | +22.5% | 0.32% | +25.1% |
| ORCL | Buy | ORACLE CORP | $946,541 | -7.7% | 8,936 | +3.8% | 0.31% | -5.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $932,649 | -13.3% | 4,390 | -10.1% | 0.30% | -11.1% |
| NVDA | Buy | NVIDIA CORPORATION | $918,537 | +171.2% | 2,111 | +163.5% | 0.30% | +176.9% |
| WFC | Buy | WELLS FARGO CO NEW | $913,674 | +3.5% | 22,361 | +8.2% | 0.30% | +6.0% |
| DELL | Sell | DELL TECHNOLOGIES INCcl c | $901,439 | +18.7% | 13,083 | -6.8% | 0.29% | +21.5% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $894,044 | +0.7% | 20,163 | -5.6% | 0.29% | +2.8% |
| IBKR | Buy | INTERACTIVE BROKERS GROUP IN | $863,486 | +12.7% | 9,975 | +8.1% | 0.28% | +15.2% |
| MCK | Buy | MCKESSON CORP | $851,191 | +5.0% | 1,957 | +3.2% | 0.28% | +7.4% |
| FISV | Buy | FISERV INC | $817,943 | -1.5% | 7,241 | +10.0% | 0.27% | +1.1% |
| AVGO | Sell | BROADCOM INC | $812,884 | -21.3% | 978 | -17.9% | 0.26% | -19.5% |
| EFG | Sell | ISHARES TReafe grwth etf | $806,477 | -27.5% | 9,345 | -19.8% | 0.26% | -25.7% |
| TT | TRANE TECHNOLOGIES PLC | $793,783 | +6.1% | 3,912 | 0.0% | 0.26% | +8.8% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $778,850 | +7.2% | 1,544 | +2.2% | 0.25% | +10.0% |
| BK | Buy | BANK NEW YORK MELLON CORP | $774,626 | +3.8% | 18,162 | +8.3% | 0.25% | +5.9% |
| CSCO | Buy | CISCO SYS INC | $768,750 | +4.8% | 14,299 | +0.9% | 0.25% | +7.7% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $764,064 | -18.6% | 10,949 | -15.2% | 0.25% | -16.7% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $746,287 | -10.5% | 9,561 | +2.7% | 0.24% | -8.3% |
| PH | Buy | PARKER-HANNIFIN CORP | $741,934 | -0.1% | 1,904 | +0.1% | 0.24% | +2.5% |
| ABBV | Buy | ABBVIE INC | $733,655 | +12.5% | 4,921 | +1.7% | 0.24% | +14.9% |
| COP | Buy | CONOCOPHILLIPS | $728,100 | +15.7% | 6,077 | +0.1% | 0.24% | +18.5% |
| ADBE | Sell | ADOBE INC | $727,627 | -3.4% | 1,427 | -7.3% | 0.24% | -1.2% |
| ACN | Buy | ACCENTURE PLC IRELAND | $721,084 | +2.0% | 2,347 | +2.4% | 0.24% | +4.4% |
| KR | Buy | KROGER CO | $713,459 | +5.1% | 15,943 | +10.4% | 0.23% | +7.9% |
| FB | Buy | META PLATFORMS INCcl a | $711,797 | +136.2% | 2,371 | +125.8% | 0.23% | +141.7% |
| V | Sell | VISA INC | $703,532 | -9.6% | 3,058 | -6.7% | 0.23% | -7.7% |
| CAT | Buy | CATERPILLAR INC | $685,503 | +860.7% | 2,511 | +765.9% | 0.22% | +869.6% |
| LOW | LOWES COS INC | $678,392 | -7.9% | 3,264 | 0.0% | 0.22% | -6.0% | |
| PXD | Buy | PIONEER NAT RES CO | $679,217 | +15.5% | 2,958 | +4.2% | 0.22% | +18.2% |
| ULTA | Buy | ULTA BEAUTY INC | $676,268 | -8.9% | 1,693 | +7.4% | 0.22% | -6.8% |
| BAC | Buy | BANK AMERICA CORP | $648,268 | -3.0% | 23,676 | +1.7% | 0.21% | -0.9% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $633,202 | -10.4% | 11,831 | -6.1% | 0.21% | -8.4% |
| LECO | New | LINCOLN ELEC HLDGS INC | $620,812 | – | 3,415 | +100.0% | 0.20% | – |
| KMB | Buy | KIMBERLY-CLARK CORP | $614,582 | -8.1% | 5,085 | +5.0% | 0.20% | -6.1% |
| PHM | Buy | PULTE GROUP INC | $608,765 | +6597.8% | 8,221 | +6926.5% | 0.20% | +6500.0% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $607,763 | +10239.6% | 3,092 | +9562.5% | 0.20% | +9800.0% |
| IPG | Sell | INTERPUBLIC GROUP COS INC | $601,077 | -31.4% | 20,972 | -7.7% | 0.20% | -29.7% |
| PM | Buy | PHILIP MORRIS INTL INC | $593,975 | +12.9% | 6,415 | +19.0% | 0.19% | +16.2% |
| ANTM | Buy | ELEVANCE HEALTH INC | $587,831 | +3.4% | 1,350 | +5.5% | 0.19% | +6.1% |
| CRM | Buy | SALESFORCE INC | $584,209 | -2.6% | 2,881 | +1.5% | 0.19% | -0.5% |
| ENB | Buy | ENBRIDGE INC | $580,967 | -9.5% | 17,321 | +0.2% | 0.19% | -7.4% |
| USMV | Sell | ISHARES TRmsci usa min vol | $581,313 | -12.2% | 8,031 | -9.8% | 0.19% | -10.4% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $581,325 | -3.6% | 8,376 | +1.3% | 0.19% | -1.6% |
| PEP | Sell | PEPSICO INC | $563,168 | -21.0% | 3,323 | -13.7% | 0.18% | -18.9% |
| TPR | Buy | TAPESTRY INC | $559,280 | -19.7% | 19,453 | +19.6% | 0.18% | -18.0% |
| IRM | Buy | IRON MTN INC DEL | $552,326 | +6.8% | 9,290 | +2.1% | 0.18% | +9.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $549,010 | +333.9% | 3,524 | +361.3% | 0.18% | +347.5% |
| SYY | Buy | SYSCO CORP | $544,446 | -6.7% | 8,242 | +4.8% | 0.18% | -4.8% |
| AXP | Buy | AMERICAN EXPRESS CO | $543,310 | -12.2% | 3,641 | +2.5% | 0.18% | -10.2% |
| IQV | Buy | IQVIA HLDGS INC | $535,553 | -10.1% | 2,722 | +2.7% | 0.18% | -7.9% |
| MBB | Sell | ISHARES TRmbs etf | $527,457 | -23.5% | 5,939 | -19.7% | 0.17% | -21.8% |
| MPC | Buy | MARATHON PETE CORP | $523,113 | +35.5% | 3,456 | +4.4% | 0.17% | +39.0% |
| WDAY | Sell | WORKDAY INCcl a | $497,162 | -5.0% | 2,314 | -0.1% | 0.16% | -3.0% |
| GLPI | Buy | GAMING & LEISURE PPTYS INC | $480,225 | +20.2% | 10,542 | +27.9% | 0.16% | +23.6% |
| NSC | Buy | NORFOLK SOUTHN CORP | $472,240 | -12.6% | 2,398 | +0.6% | 0.15% | -10.5% |
| RTX | Buy | RTX CORPORATION | $469,224 | -24.8% | 6,519 | +2.3% | 0.15% | -23.1% |
| TFLO | New | ISHARES TRtrs flt rt bd | $436,445 | – | 8,601 | +100.0% | 0.14% | – |
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $431,202 | +16.4% | 19,353 | +25.5% | 0.14% | +19.5% |
| ALB | Buy | ALBEMARLE CORP | $408,843 | -14.3% | 2,404 | +12.4% | 0.13% | -12.5% |
| ES | Buy | EVERSOURCE ENERGY | $404,117 | -9.7% | 6,949 | +10.1% | 0.13% | -7.0% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $386,520 | +41.3% | 14,752 | +46.4% | 0.13% | +44.8% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $375,513 | -5.9% | 7,112 | -3.6% | 0.12% | -3.9% |
| NEE | Buy | NEXTERA ENERGY INC | $362,458 | -21.3% | 6,326 | +1.9% | 0.12% | -19.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $354,043 | +10.1% | 1,010 | +7.1% | 0.12% | +12.7% |
| Buy | DIMENSIONAL ETF TRUST | $347,727 | +53.4% | 8,613 | +58.6% | 0.11% | +56.9% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $328,113 | +2.5% | 1,363 | -6.4% | 0.11% | +4.9% |
| RGA | Buy | REINSURANCE GRP OF AMERICA I | $326,196 | +9.8% | 2,246 | +4.8% | 0.11% | +11.6% |
| LLY | ELI LILLY & CO | $321,740 | +14.5% | 599 | 0.0% | 0.10% | +18.0% | |
| IEMG | Sell | ISHARES INCcore msci emkt | $311,840 | -37.4% | 6,552 | -35.2% | 0.10% | -35.8% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $311,023 | +555.4% | 3,506 | +660.5% | 0.10% | +573.3% |
| ESGU | Sell | ISHARES TResg awr msci usa | $279,688 | -51.9% | 2,978 | -50.1% | 0.09% | -50.8% |
| FITB | FIFTH THIRD BANCORP | $275,210 | -3.4% | 10,865 | 0.0% | 0.09% | -1.1% | |
| T | Sell | AT&T INC | $271,131 | -7.7% | 18,051 | -2.0% | 0.09% | -5.4% |
| IWF | ISHARES TRrus 1000 grw etf | $263,862 | -3.3% | 992 | 0.0% | 0.09% | -1.1% | |
| IWD | ISHARES TRrus 1000 val etf | $252,021 | -3.8% | 1,660 | 0.0% | 0.08% | -1.2% | |
| IR | INGERSOLL RAND INC | $240,543 | -2.5% | 3,775 | 0.0% | 0.08% | -1.3% | |
| TFC | Buy | TRUIST FINL CORP | $227,800 | +12.8% | 7,962 | +19.7% | 0.07% | +15.6% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $224,259 | -11.1% | 1,368 | -5.7% | 0.07% | -8.8% |
| SPH | Buy | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $224,504 | +9.1% | 13,987 | +0.6% | 0.07% | +12.3% |
| SLB | Buy | SCHLUMBERGER LTD | $216,700 | +60.0% | 3,716 | +34.7% | 0.07% | +65.1% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $217,443 | -7.3% | 1,556 | -4.3% | 0.07% | -5.3% |
| DHR | DANAHER CORPORATION | $215,123 | +3.4% | 867 | 0.0% | 0.07% | +6.1% | |
| INGR | Buy | INGREDION INC | $215,812 | +22.3% | 2,193 | +31.7% | 0.07% | +25.0% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $209,023 | +1140.9% | 3,055 | +1178.2% | 0.07% | +1260.0% |
| IYW | Sell | ISHARES TRu.s. tech etf | $204,061 | -54.3% | 1,944 | -52.6% | 0.07% | -52.8% |
| PSX | PHILLIPS 66 | $200,530 | +26.0% | 1,669 | 0.0% | 0.06% | +27.5% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $196,422 | +469.2% | 1,925 | +503.4% | 0.06% | +481.8% |
| CVX | Buy | CHEVRON CORP NEW | $195,919 | +9.0% | 1,161 | +1.7% | 0.06% | +12.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $196,452 | -73.5% | 3,384 | -70.8% | 0.06% | -72.9% |
| CL | Buy | COLGATE PALMOLIVE CO | $189,931 | -1.3% | 2,670 | +6.8% | 0.06% | +1.6% |
| Buy | DIMENSIONAL ETF TRUSTshort duration f | $186,689 | +31.1% | 4,025 | +31.0% | 0.06% | +35.6% | |
| IJH | New | ISHARES TRcore s&p mcp etf | $184,519 | – | 740 | +100.0% | 0.06% | – |
| BKR | New | BAKER HUGHES COMPANYcl a | $185,324 | – | 5,247 | +100.0% | 0.06% | – |
| FERG | FERGUSON PLC NEW | $180,094 | +4.6% | 1,095 | 0.0% | 0.06% | +7.3% | |
| DD | Sell | DUPONT DE NEMOURS INC | $178,126 | -5.6% | 2,388 | -9.5% | 0.06% | -3.3% |
| MUB | ISHARES TRnational mun etf | $174,420 | -3.9% | 1,701 | 0.0% | 0.06% | -1.7% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $173,022 | -14.2% | 5,338 | -1.6% | 0.06% | -12.5% |
| DFS | Buy | DISCOVER FINL SVCS | $169,910 | -1.8% | 1,961 | +32.4% | 0.06% | 0.0% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $167,143 | +207.4% | 11,180 | +179.7% | 0.05% | +217.6% |
| VLUE | Sell | ISHARES TRmsci usa value | $162,772 | -6.4% | 1,794 | -3.2% | 0.05% | -3.6% |
| GOOG | ALPHABET INCcap stk cl c | $161,911 | +9.0% | 1,228 | 0.0% | 0.05% | +12.8% | |
| XOM | Buy | EXXON MOBIL CORP | $148,346 | +48.7% | 1,261 | +35.6% | 0.05% | +50.0% |
| GTO | New | INVESCO ACTIVELY MANAGED ETFtotal return | $146,163 | – | 3,275 | +100.0% | 0.05% | – |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $144,284 | +94.3% | 7,670 | +106.6% | 0.05% | +95.8% | |
| SPHY | Buy | SPDR SER TRportfli high yld | $141,642 | +842.5% | 6,317 | +860.0% | 0.05% | +820.0% |
| DOW | DOW INC | $138,604 | -3.2% | 2,688 | 0.0% | 0.04% | -2.2% | |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $138,019 | +874.1% | 3,613 | +947.2% | 0.04% | +800.0% |
| QSR | Buy | RESTAURANT BRANDS INTL INC | $137,500 | +54.2% | 2,063 | +79.4% | 0.04% | +60.7% |
| EMGF | Buy | ISHARES INCemng mkts eqt | $134,579 | -1.2% | 3,290 | +0.4% | 0.04% | +2.3% |
| TIP | Buy | ISHARES TRtips bd etf | $132,672 | +19910.9% | 1,279 | +21216.7% | 0.04% | – |
| WMT | Sell | WALMART INC | $132,437 | -6.1% | 828 | -7.7% | 0.04% | -4.4% |
| CZR | Buy | CAESARS ENTERTAINMENT INC NE | $131,309 | +19.0% | 2,833 | +30.9% | 0.04% | +22.9% |
| MO | Buy | ALTRIA GROUP INC | $131,040 | -6.6% | 3,116 | +0.6% | 0.04% | -4.4% |
| CTVA | Sell | CORTEVA INC | $133,298 | -10.7% | 2,605 | -0.0% | 0.04% | -10.4% |
| DEI | Buy | DOUGLAS EMMETT INC | $125,693 | +36.7% | 9,850 | +34.7% | 0.04% | +41.4% |
| MDT | Buy | MEDTRONIC PLC | $124,595 | +8.6% | 1,590 | +22.1% | 0.04% | +10.8% |
| GOVT | Sell | ISHARES TRus treas bd etf | $115,157 | -83.7% | 5,224 | -83.0% | 0.04% | -83.1% |
| WELL | Buy | WELLTOWER INC | $112,025 | +1.5% | 1,367 | +0.2% | 0.04% | +5.7% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $111,022 | +38.5% | 6,391 | +34.0% | 0.04% | +38.5% |
| GENERAL ELECTRIC CO | $105,974 | +0.7% | 958 | 0.0% | 0.04% | +6.1% | ||
| FBHS | Buy | FORTUNE BRANDS INNOVATIONS I | $105,673 | +12.9% | 1,700 | +30.7% | 0.03% | +13.3% |
| Buy | DIMENSIONAL ETF TRUSTintl core equity | $104,681 | +41.2% | 4,483 | +46.8% | 0.03% | +41.7% | |
| AMAT | APPLIED MATLS INC | $98,991 | -4.2% | 715 | 0.0% | 0.03% | -3.0% | |
| SWK | Buy | STANLEY BLACK & DECKER INC | $99,219 | +18.8% | 1,187 | +33.2% | 0.03% | +18.5% |
| Buy | DIMENSIONAL ETF TRUSTus high profitab | $91,219 | +38.1% | 3,550 | +42.6% | 0.03% | +42.9% | |
| IFRA | Sell | ISHARES TRus infrastruc | $91,881 | -6.7% | 2,511 | -0.4% | 0.03% | -3.2% |
| PFE | Buy | PFIZER INC | $91,770 | -6.5% | 2,766 | +3.4% | 0.03% | -3.2% |
| AMGN | Buy | AMGEN INC | $92,850 | +24.3% | 345 | +2.7% | 0.03% | +25.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $91,600 | -4.0% | 628 | -0.2% | 0.03% | 0.0% |
| XLI | SELECT SECTOR SPDR TRindl | $91,546 | -5.5% | 903 | 0.0% | 0.03% | -3.2% | |
| Buy | DIMENSIONAL ETF TRUSTus small cap val | $91,674 | +39.9% | 3,617 | +41.8% | 0.03% | +42.9% | |
| SMLF | ISHARES TRus sml cap eqt | $87,879 | -3.5% | 1,698 | 0.0% | 0.03% | 0.0% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $88,339 | +4.0% | 629 | -0.9% | 0.03% | +7.4% |
| XLB | SELECT SECTOR SPDR TRsbi materials | $86,719 | -5.2% | 1,104 | 0.0% | 0.03% | -3.4% | |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $83,017 | -38.4% | 1,581 | -36.1% | 0.03% | -37.2% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $80,081 | +1039.9% | 2,788 | +1042.6% | 0.03% | +1200.0% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $80,805 | -19.8% | 979 | -15.9% | 0.03% | -18.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $79,856 | +14.0% | 1,366 | +30.1% | 0.03% | +18.2% |
| New | WOLFSPEED INC | $76,200 | – | 2,000 | +100.0% | 0.02% | – | |
| SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $76,231 | – | 1,945 | +100.0% | 0.02% | – |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $73,296 | -3.1% | 1,070 | +0.1% | 0.02% | 0.0% |
| MFC | Buy | MANULIFE FINL CORP | $74,545 | +85.6% | 4,078 | +92.0% | 0.02% | +84.6% |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $73,066 | – | 495 | +100.0% | 0.02% | – |
| NFLX | NETFLIX INC | $72,298 | -14.3% | 191 | 0.0% | 0.02% | -11.1% | |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $72,064 | -13.1% | 2,560 | +807.8% | 0.02% | -11.5% |
| ORCC | Buy | BLUE OWL CAPITAL CORPORATION | $71,182 | +6.2% | 5,139 | +2.9% | 0.02% | +9.5% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $69,471 | +8.1% | 388 | 0.0% | 0.02% | +15.0% | |
| OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $70,456 | +2423.5% | 1,537 | +2596.5% | 0.02% | +2200.0% |
| OMFS | Buy | INVESCO EXCH TRD SLF IDX FDrusl 2000 dynm | $69,929 | +0.3% | 2,061 | +7.1% | 0.02% | +4.5% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $66,708 | -5.5% | 294 | -2.0% | 0.02% | 0.0% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $68,802 | +9.3% | 2,074 | +1.2% | 0.02% | +10.0% |
| DLN | WISDOMTREE TRus largecap divd | $66,409 | -3.3% | 1,080 | 0.0% | 0.02% | 0.0% | |
| JPM | Buy | JPMORGAN CHASE & CO | $67,846 | +11.7% | 467 | +11.7% | 0.02% | +15.8% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $66,027 | -29.4% | 466 | -25.4% | 0.02% | -26.7% |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $63,775 | – | 877 | +100.0% | 0.02% | – |
| FLQM | New | FRANKLIN TEMPLETON ETF TRus mid cp mltfct | $60,745 | – | 1,414 | +100.0% | 0.02% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $61,722 | – | 487 | +100.0% | 0.02% | – |
| UL | Buy | UNILEVER PLCspon adr new | $60,904 | +53.3% | 1,232 | +61.7% | 0.02% | +53.8% |
| SPSB | Buy | SPDR SER TRportfolio short | $60,281 | +23.4% | 2,055 | +23.9% | 0.02% | +25.0% |
| CARR | CARRIER GLOBAL CORPORATION | $61,768 | +11.0% | 1,119 | 0.0% | 0.02% | +11.1% | |
| ALLE | ALLEGION PLC | $62,520 | -13.2% | 600 | 0.0% | 0.02% | -13.0% | |
| STAA | STAAR SURGICAL CO | $60,270 | -23.6% | 1,500 | 0.0% | 0.02% | -20.0% | |
| IWN | ISHARES TRrus 2000 val etf | $59,642 | -3.7% | 440 | 0.0% | 0.02% | -5.0% | |
| DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $59,739 | – | 2,288 | +100.0% | 0.02% | – |
| BCE | Sell | BCE INC | $57,225 | -17.6% | 1,498 | -1.7% | 0.02% | -13.6% |
| HON | Buy | HONEYWELL INTL INC | $55,240 | -10.5% | 299 | +0.7% | 0.02% | -10.0% |
| MELI | MERCADOLIBRE INC | $50,715 | +7.0% | 40 | 0.0% | 0.02% | +13.3% | |
| MGV | Sell | VANGUARD WORLD FDmega cap val etf | $51,714 | -4.3% | 510 | -2.1% | 0.02% | 0.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $51,514 | +132.9% | 91 | +122.0% | 0.02% | +142.9% |
| TSLA | TESLA INC | $51,795 | -4.4% | 207 | 0.0% | 0.02% | 0.0% | |
| KO | Buy | COCA COLA CO | $50,175 | -4.0% | 896 | +3.2% | 0.02% | -5.9% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $48,799 | -3.1% | 732 | +0.5% | 0.02% | 0.0% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $48,545 | +1.0% | 1,794 | +3.7% | 0.02% | +6.7% |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $45,043 | – | 1,284 | +100.0% | 0.02% | – |
| CLX | Sell | CLOROX CO DEL | $45,871 | -17.8% | 350 | -0.3% | 0.02% | -16.7% |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $44,531 | – | 502 | +100.0% | 0.02% | – |
| IAGG | Buy | ISHARES TRcore intl aggr | $44,780 | +1.7% | 918 | +2.8% | 0.02% | +7.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $44,633 | +165.9% | 473 | +181.5% | 0.02% | +200.0% |
| OTIS | OTIS WORLDWIDE CORP | $44,893 | -9.8% | 559 | 0.0% | 0.02% | -6.2% | |
| CVS | Sell | CVS HEALTH CORP | $47,235 | -2.9% | 676 | -3.8% | 0.02% | 0.0% |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $44,769 | -3.1% | 1,150 | 0.0% | 0.02% | 0.0% | |
| GILD | Sell | GILEAD SCIENCES INC | $41,527 | -3.9% | 554 | -1.2% | 0.01% | 0.0% |
| SO | Sell | SOUTHERN CO | $42,085 | -10.8% | 650 | -3.1% | 0.01% | -6.7% |
| BDX | BECTON DICKINSON & CO | $43,174 | -2.1% | 167 | 0.0% | 0.01% | 0.0% | |
| NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $44,206 | -11.1% | 729 | -1.2% | 0.01% | -12.5% |
| SUB | ISHARES TRshrt nat mun etf | $41,658 | -1.1% | 405 | 0.0% | 0.01% | +7.7% | |
| IEFA | ISHARES TRcore msci eafe | $41,827 | -4.7% | 650 | 0.0% | 0.01% | 0.0% | |
| INTC | Buy | INTEL CORP | $43,872 | +36.2% | 1,234 | +28.1% | 0.01% | +40.0% |
| AOM | Sell | ISHARES TRmodert alloc etf | $42,139 | -16.6% | 1,082 | -13.4% | 0.01% | -12.5% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $39,189 | -2.6% | 117 | 0.0% | 0.01% | 0.0% | |
| AOR | Buy | ISHARES TRgrwt allocat etf | $38,916 | -3.5% | 787 | +0.4% | 0.01% | 0.0% |
| DIS | DISNEY WALT CO | $39,829 | -9.2% | 491 | 0.0% | 0.01% | -7.1% | |
| BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $38,456 | -8.1% | 1,224 | -2.9% | 0.01% | 0.0% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $40,176 | -12.0% | 534 | -1.5% | 0.01% | -13.3% |
| IWO | ISHARES TRrus 2000 grw etf | $39,002 | -7.6% | 174 | 0.0% | 0.01% | 0.0% | |
| HWM | HOWMET AEROSPACE INC | $37,000 | -6.7% | 800 | 0.0% | 0.01% | -7.7% | |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $36,511 | – | 88 | +100.0% | 0.01% | – |
| AMT | Sell | AMERICAN TOWER CORP NEW | $36,175 | -73.5% | 219 | -68.8% | 0.01% | -72.1% |
| VOO | Sell | VANGUARD INDEX FDS | $38,091 | -4.6% | 97 | -1.0% | 0.01% | -7.7% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $37,685 | -3.2% | 768 | +1.3% | 0.01% | 0.0% |
| D | Buy | DOMINION ENERGY INC | $36,119 | -10.8% | 808 | +3.3% | 0.01% | -7.7% |
| IJK | New | ISHARES TRs&p mc 400gr etf | $37,275 | – | 516 | +100.0% | 0.01% | – |
| CORP | PIMCO ETF TRinv grd crp bd | $36,994 | -3.9% | 406 | 0.0% | 0.01% | 0.0% | |
| PSA | Buy | PUBLIC STORAGE | $38,078 | +30.5% | 144 | +44.0% | 0.01% | +33.3% |
| ITM | Buy | VANECK ETF TRUSTintrmdt muni etf | $37,837 | -2.5% | 858 | +1.9% | 0.01% | 0.0% |
| KGC | KINROSS GOLD CORP | $36,480 | -4.4% | 8,000 | 0.0% | 0.01% | 0.0% | |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $36,488 | +98.4% | 1,071 | +119.5% | 0.01% | +100.0% |
| CM | Sell | CANADIAN IMPERIAL BK COMM TO | $33,009 | -12.6% | 854 | -3.5% | 0.01% | -8.3% |
| INTU | Buy | INTUIT | $33,722 | +172.6% | 66 | +144.4% | 0.01% | +175.0% |
| APH | AMPHENOL CORP NEWcl a | $33,596 | -1.1% | 400 | 0.0% | 0.01% | 0.0% | |
| Buy | DIMENSIONAL ETF TRUSTintl small cap v | $34,261 | +44.1% | 1,440 | +43.1% | 0.01% | +37.5% | |
| Buy | DIMENSIONAL ETF TRUSTintl high profit | $32,988 | +36.9% | 1,422 | +44.5% | 0.01% | +37.5% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $29,536 | -7.2% | 429 | 0.0% | 0.01% | 0.0% | |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts co | $30,783 | +41.1% | 1,320 | +45.5% | 0.01% | +42.9% | |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $30,582 | – | 1,355 | +100.0% | 0.01% | – |
| ETR | Buy | ENTERGY CORP NEW | $31,352 | +4.4% | 338 | +9.7% | 0.01% | 0.0% |
| CMI | CUMMINS INC | $29,471 | -6.8% | 129 | 0.0% | 0.01% | 0.0% | |
| GLW | CORNING INC | $30,378 | -13.0% | 997 | 0.0% | 0.01% | -9.1% | |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $31,433 | +16.3% | 478 | +1.9% | 0.01% | +11.1% |
| DEED | FIRST TR EXCHNG TRADED FD VItcw securitized | $30,320 | -6.4% | 1,518 | 0.0% | 0.01% | 0.0% | |
| PNFP | PINNACLE FINL PARTNERS INC | $30,369 | +18.3% | 453 | 0.0% | 0.01% | +25.0% | |
| BOND | Sell | PIMCO ETF TRactive bd etf | $29,886 | -82.4% | 340 | -81.7% | 0.01% | -81.5% |
| UBSI | UNITED BANKSHARES INC WEST V | $31,204 | -7.0% | 1,131 | 0.0% | 0.01% | -9.1% | |
| PALC | Sell | PACER FDS TRlunt lrgcp multi | $30,442 | -69.2% | 825 | -68.2% | 0.01% | -67.7% |
| BSTZ | Buy | BLACKROCK SCIENCE & TECHNOLO | $29,180 | -6.3% | 1,768 | +2.8% | 0.01% | 0.0% |
| VHT | New | VANGUARD WORLD FDShealth car etf | $29,152 | – | 124 | +100.0% | 0.01% | – |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $29,844 | +2.2% | 83 | +5.1% | 0.01% | +11.1% |
| AFL | Sell | AFLAC INC | $31,083 | +8.9% | 405 | -1.0% | 0.01% | +11.1% |
| CZA | New | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $29,816 | – | 350 | +100.0% | 0.01% | – |
| EWL | New | ISHARES INCmsci switzerland | $32,023 | – | 735 | +100.0% | 0.01% | – |
| WMB | Sell | WILLIAMS COS INC | $29,748 | +0.5% | 882 | -2.8% | 0.01% | +11.1% |
| INTF | Sell | ISHARES TRintl eqty factor | $30,559 | -67.8% | 1,182 | -66.6% | 0.01% | -66.7% |
| SHY | ISHARES TR1 3 yr treas bd | $28,015 | -0.1% | 346 | 0.0% | 0.01% | 0.0% | |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $28,388 | +5.6% | 213 | -0.5% | 0.01% | 0.0% |
| F | Buy | FORD MTR CO DEL | $27,357 | -17.8% | 2,202 | +0.0% | 0.01% | -18.2% |
| MMM | Sell | 3M CO | $26,813 | -7.4% | 286 | -1.0% | 0.01% | 0.0% |
| JPMB | Buy | J P MORGAN EXCHANGE TRADED Fusd emrng mkt | $28,760 | +93.2% | 772 | +102.1% | 0.01% | +80.0% |
| ESGE | Sell | ISHARES INCesg awr msci em | $28,962 | -29.3% | 956 | -26.2% | 0.01% | -30.8% |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $28,410 | -14.7% | 1,032 | -12.3% | 0.01% | -18.2% |
| Sell | WARNER BROS DISCOVERY INC | $28,757 | -13.8% | 2,648 | -0.5% | 0.01% | -18.2% | |
| BA | BOEING CO | $26,835 | -9.2% | 140 | 0.0% | 0.01% | 0.0% | |
| MET | Sell | METLIFE INC | $26,107 | +10.2% | 415 | -1.0% | 0.01% | +12.5% |
| JPME | Sell | J P MORGAN EXCHANGE TRADED Fdiversfed rtrn | $25,010 | -70.7% | 299 | -69.1% | 0.01% | -70.4% |
| MCD | MCDONALDS CORP | $25,026 | -11.7% | 95 | 0.0% | 0.01% | -11.1% | |
| MLN | Buy | VANECK ETF TRUSTlong muni etf | $23,861 | -5.9% | 1,428 | +1.1% | 0.01% | 0.0% |
| USB | Buy | US BANCORP DEL | $23,661 | +4.9% | 715 | +4.7% | 0.01% | +14.3% |
| TRP | Sell | TC ENERGY CORP | $25,824 | -16.2% | 750 | -1.6% | 0.01% | -20.0% |
| DON | WISDOMTREE TRus midcap divid | $23,347 | -2.6% | 570 | 0.0% | 0.01% | 0.0% | |
| CCI | Sell | CROWN CASTLE INC | $25,855 | -21.2% | 280 | -2.8% | 0.01% | -20.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $25,346 | +29.6% | 335 | +43.2% | 0.01% | +33.3% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $25,073 | -6.6% | 2,410 | -3.2% | 0.01% | -11.1% |
| WY | WEYERHAEUSER CO MTN BE | $20,797 | -8.5% | 678 | 0.0% | 0.01% | 0.0% | |
| EVT | EATON VANCE TAX ADVT DIV INC | $22,027 | -6.9% | 1,040 | 0.0% | 0.01% | -12.5% | |
| IXN | ISHARES TRglobal tech etf | $21,826 | -7.0% | 377 | 0.0% | 0.01% | 0.0% | |
| DGS | WISDOMTREE TRemg mkts smcap | $21,834 | -0.6% | 472 | 0.0% | 0.01% | 0.0% | |
| MA | MASTERCARD INCORPORATEDcl a | $20,587 | +0.7% | 52 | 0.0% | 0.01% | 0.0% | |
| DE | Sell | DEERE & CO | $20,298 | -97.0% | 53 | -96.8% | 0.01% | -96.7% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $20,605 | -5.2% | 128 | 0.0% | 0.01% | 0.0% | |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $22,285 | – | 122 | +100.0% | 0.01% | – |
| SNY | Sell | SANOFIsponsored adr | $20,061 | -0.8% | 374 | -0.3% | 0.01% | +16.7% |
| TGT | Buy | TARGET CORP | $22,084 | +30.5% | 199 | +55.5% | 0.01% | +40.0% |
| CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $22,948 | – | 922 | +100.0% | 0.01% | – |
| TDVG | T ROWE PRICE ETF INCprice div grwt | $20,787 | -3.8% | 648 | 0.0% | 0.01% | 0.0% | |
| LRCX | Buy | LAM RESEARCH CORP | $20,241 | +24.7% | 32 | +28.0% | 0.01% | +40.0% |
| GE HEALTHCARE TECHNOLOGIES I | $21,644 | -16.2% | 318 | 0.0% | 0.01% | -12.5% | ||
| EAGG | Buy | ISHARES TResg awr us agrgt | $21,291 | +12.8% | 470 | +17.5% | 0.01% | +16.7% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $21,704 | +4.1% | 229 | +0.9% | 0.01% | 0.0% |
| MKC | Buy | MCCORMICK & CO INC | $22,692 | +400.3% | 300 | +476.9% | 0.01% | +600.0% |
| PRU | PRUDENTIAL FINL INC | $21,445 | +7.6% | 226 | 0.0% | 0.01% | +16.7% | |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $20,414 | -5.1% | 128 | -1.5% | 0.01% | 0.0% |
| PGR | Sell | PROGRESSIVE CORP | $17,969 | +4.4% | 129 | -0.8% | 0.01% | +20.0% |
| ADI | Sell | ANALOG DEVICES INC | $19,015 | -42.7% | 108 | -36.5% | 0.01% | -45.5% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $16,997 | -5.8% | 251 | -0.4% | 0.01% | 0.0% |
| LCTU | Buy | BLACKROCK ETF TRUSTus carbon trans | $19,491 | +37.1% | 414 | +42.3% | 0.01% | +20.0% |
| CDW | Sell | CDW CORP | $19,808 | -30.3% | 98 | -36.8% | 0.01% | -33.3% |
| CHPT | New | CHARGEPOINT HOLDINGS INC | $19,745 | – | 3,973 | +100.0% | 0.01% | – |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $17,434 | +176.6% | 257 | +164.9% | 0.01% | +200.0% |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts va | $17,293 | +42.7% | 730 | +46.9% | 0.01% | +50.0% | |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts hi | $16,998 | +40.6% | 750 | +47.3% | 0.01% | +50.0% | |
| DOV | Sell | DOVER CORP | $17,153 | -97.4% | 122 | -97.2% | 0.01% | -97.1% |
| EA | Buy | ELECTRONIC ARTS INC | $19,889 | +283.4% | 165 | +312.5% | 0.01% | +200.0% |
| FSK | FS KKR CAP CORP | $16,992 | +2.7% | 863 | 0.0% | 0.01% | +20.0% | |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $17,106 | -11.8% | 374 | -12.6% | 0.01% | 0.0% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $17,053 | -13.6% | 361 | -12.8% | 0.01% | 0.0% |
| LTHM | LIVENT CORP | $17,489 | -32.9% | 950 | 0.0% | 0.01% | -25.0% | |
| NVO | Buy | NOVO-NORDISK A Sadr | $19,097 | +11.3% | 210 | +98.1% | 0.01% | +20.0% |
| NUE | Buy | NUCOR CORP | $19,543 | +694.4% | 125 | +733.3% | 0.01% | +500.0% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $18,297 | -4.8% | 149 | -2.6% | 0.01% | 0.0% |
| PPL | Sell | PPL CORP | $17,395 | -13.9% | 738 | -3.3% | 0.01% | 0.0% |
| SBUX | Buy | STARBUCKS CORP | $17,136 | +232.7% | 187 | +259.6% | 0.01% | +200.0% |
| TMUS | T-MOBILE US INC | $19,747 | +0.8% | 141 | 0.0% | 0.01% | 0.0% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $18,740 | +56.0% | 37 | +60.9% | 0.01% | +50.0% |
| XMPT | Buy | VANECK ETF TRUST | $18,900 | -9.5% | 1,000 | +1.2% | 0.01% | -14.3% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $17,168 | +31.4% | 1,811 | +30.9% | 0.01% | +50.0% |
| DES | WISDOMTREE TRus smallcap divd | $18,442 | -2.1% | 654 | 0.0% | 0.01% | 0.0% | |
| ITW | ILLINOIS TOOL WKS INC | $15,891 | -7.9% | 69 | 0.0% | 0.01% | 0.0% | |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $15,192 | -6.5% | 78 | -1.3% | 0.01% | 0.0% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $14,856 | +21.7% | 619 | +15.5% | 0.01% | +25.0% |
| KDP | Sell | KEURIG DR PEPPER INC | $14,287 | -35.7% | 452 | -36.4% | 0.01% | -28.6% |
| RWR | Sell | SPDR SER TRdj reit etf | $14,356 | -12.4% | 173 | -4.4% | 0.01% | 0.0% |
| USXF | Sell | ISHARES TResg msci usa etf | $14,071 | -10.8% | 406 | -7.5% | 0.01% | 0.0% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $16,119 | -10.5% | 198 | -7.5% | 0.01% | -16.7% |
| VPU | New | VANGUARD WORLD FDSutilities etf | $15,942 | – | 125 | +100.0% | 0.01% | – |
| ETO | Sell | EATON VANCE TAX-ADVANTAGED G | $14,197 | -55.8% | 665 | -52.5% | 0.01% | -50.0% |
| ANSS | New | ANSYS INC | $16,365 | – | 55 | +100.0% | 0.01% | – |
| EUSB | Buy | ISHARES TResg adv ttl usd | $15,808 | +4.9% | 387 | +9.3% | 0.01% | 0.0% |
| JEMA | Sell | J P MORGAN EXCHANGE TRADED Factivebldrs emer | $14,951 | -65.8% | 433 | -63.9% | 0.01% | -64.3% |
| NET | CLOUDFLARE INC | $14,499 | -3.6% | 230 | 0.0% | 0.01% | 0.0% | |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $16,635 | -1.5% | 71 | -1.4% | 0.01% | 0.0% |
| OMF | ONEMAIN HLDGS INC | $15,635 | -8.2% | 390 | 0.0% | 0.01% | 0.0% | |
| Buy | DIMENSIONAL ETF TRUSTglobal real est | $15,826 | +33.5% | 706 | +45.3% | 0.01% | +25.0% | |
| RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $16,120 | -9.3% | 677 | -5.7% | 0.01% | -16.7% |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $14,240 | – | 115 | +100.0% | 0.01% | – |
| TEL | Sell | TE CONNECTIVITY LTD | $15,926 | -45.9% | 128 | -39.0% | 0.01% | -44.4% |
| ZTS | ZOETIS INCcl a | $15,712 | +1.1% | 90 | 0.0% | 0.01% | 0.0% | |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $15,846 | -6.9% | 121 | -1.6% | 0.01% | 0.0% |
| SUSC | Sell | ISHARES TResg awre usd etf | $15,123 | -12.3% | 695 | -8.3% | 0.01% | 0.0% |
| FPEI | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $14,786 | +0.2% | 876 | 0.0% | 0.01% | 0.0% | |
| BWA | Sell | BORGWARNER INC | $13,454 | -98.1% | 333 | -97.7% | 0.00% | -98.2% |
| BSM | New | BLACK STONE MINERALS L P | $12,234 | – | 710 | +100.0% | 0.00% | – |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $11,939 | -12.8% | 209 | -4.6% | 0.00% | 0.0% |
| SPEU | Sell | SPDR INDEX SHS FDSportflo eurp etf | $12,929 | -99.8% | 358 | -99.8% | 0.00% | -99.9% |
| RCL | ROYAL CARIBBEAN GROUP | $12,438 | -11.2% | 135 | 0.0% | 0.00% | 0.0% | |
| BUG | GLOBAL X FDScybrscurty etf | $13,699 | +0.1% | 564 | 0.0% | 0.00% | 0.0% | |
| AOA | ISHARES TRaggres alloc etf | $11,243 | -4.3% | 177 | 0.0% | 0.00% | 0.0% | |
| DIMENSIONAL ETF TRUSTinflation prote | $13,402 | -3.7% | 337 | 0.0% | 0.00% | 0.0% | ||
| ROK | ROCKWELL AUTOMATION INC | $11,148 | -13.2% | 39 | 0.0% | 0.00% | 0.0% | |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $12,144 | -7.2% | 170 | -1.7% | 0.00% | 0.0% |
| JACOBS SOLUTIONS INC | $13,240 | +14.8% | 97 | 0.0% | 0.00% | 0.0% | ||
| SJNK | SPDR SER TRbloomberg sht te | $11,569 | -1.0% | 473 | 0.0% | 0.00% | 0.0% | |
| WM | Sell | WASTE MGMT INC DEL | $13,779 | -19.7% | 90 | -9.1% | 0.00% | -20.0% |
| BMI | New | BADGER METER INC | $10,808 | – | 75 | +100.0% | 0.00% | – |
| THG | HANOVER INS GROUP INC | $11,098 | -1.8% | 100 | 0.0% | 0.00% | 0.0% | |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $13,405 | – | 149 | +100.0% | 0.00% | – |
| SNSR | GLOBAL X FDSinternet of thng | $10,786 | -11.4% | 352 | 0.0% | 0.00% | 0.0% | |
| MU | MICRON TECHNOLOGY INC | $13,606 | +7.8% | 200 | 0.0% | 0.00% | 0.0% | |
| New | GLOBAL X FDSsuperdividend | $13,335 | – | 608 | +100.0% | 0.00% | – | |
| SONY | Buy | SONY GROUP CORPsponsored adr | $11,042 | +283.3% | 134 | +318.8% | 0.00% | +300.0% |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $13,194 | +19.7% | 30 | 0.0% | 0.00% | 0.0% | |
| ABT | Sell | ABBOTT LABS | $12,780 | -21.8% | 131 | -12.7% | 0.00% | -20.0% |
| CNQ | Sell | CANADIAN NAT RES LTD | $13,322 | +12.8% | 206 | -1.9% | 0.00% | 0.0% |
| GD | GENERAL DYNAMICS CORP | $11,932 | +2.7% | 54 | 0.0% | 0.00% | 0.0% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $11,001 | -21.5% | 107 | -13.0% | 0.00% | 0.0% |
| GIS | Sell | GENERAL MLS INC | $13,460 | -21.1% | 210 | -5.4% | 0.00% | -20.0% |
| SWKS | SKYWORKS SOLUTIONS INC | $10,943 | -10.9% | 111 | 0.0% | 0.00% | 0.0% | |
| IYH | ISHARES TRus hlthcare etf | $12,693 | -3.6% | 47 | 0.0% | 0.00% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $13,575 | +3.9% | 496 | 0.0% | 0.00% | 0.0% | |
| GM | GENERAL MTRS CO | $13,126 | -14.5% | 398 | 0.0% | 0.00% | -20.0% | |
| DEO | Buy | DIAGEO PLCspon adr new | $10,740 | +181.4% | 72 | +227.3% | 0.00% | +300.0% |
| EMR | EMERSON ELEC CO | $12,650 | +6.8% | 131 | 0.0% | 0.00% | 0.0% | |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $11,651 | +11.4% | 128 | -0.8% | 0.00% | +33.3% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $11,644 | – | 134 | +100.0% | 0.00% | – |
| LNG | Sell | CHENIERE ENERGY INC | $9,049 | -97.2% | 54 | -97.4% | 0.00% | -97.1% |
| EEMV | ISHARES INCmsci emerg mrkt | $9,656 | -3.0% | 181 | 0.0% | 0.00% | 0.0% | |
| STWD | STARWOOD PPTY TR INC | $9,055 | -0.3% | 468 | 0.0% | 0.00% | 0.0% | |
| FVD | FIRST TR VALUE LINE DIVID IN | $8,300 | -6.7% | 222 | 0.0% | 0.00% | 0.0% | |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $10,160 | -1.9% | 138 | 0.0% | 0.00% | 0.0% | |
| AMCR | Buy | AMCOR PLCord | $9,690 | -7.6% | 1,057 | +0.6% | 0.00% | 0.0% |
| DXCM | DEXCOM INC | $7,837 | -27.4% | 84 | 0.0% | 0.00% | 0.0% | |
| FLRN | Sell | SPDR SER TRbloomberg invt | $8,079 | -82.4% | 263 | -82.4% | 0.00% | -80.0% |
| APD | AIR PRODS & CHEMS INC | $8,218 | -5.4% | 29 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS | $8,764 | -11.3% | 211 | 0.0% | 0.00% | 0.0% | |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $7,853 | -39.0% | 61 | -37.1% | 0.00% | -25.0% |
| AAL | AMERICAN AIRLS GROUP INC | $8,326 | -28.6% | 650 | 0.0% | 0.00% | -25.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $10,190 | -16.3% | 277 | 0.0% | 0.00% | -25.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $10,336 | -14.1% | 213 | 0.0% | 0.00% | -25.0% | |
| SGOV | New | ISHARES TR0-3 mnth treasry | $8,053 | – | 80 | +100.0% | 0.00% | – |
| DMXF | Sell | ISHARES TResg eafe etf | $7,935 | -7.6% | 139 | -1.4% | 0.00% | 0.0% |
| FINX | GLOBAL X FDSfintech etf | $9,063 | -8.7% | 450 | 0.0% | 0.00% | 0.0% | |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $9,117 | -6.6% | 63 | -4.5% | 0.00% | 0.0% |
| ITOT | ISHARES TRcore s&p ttl stk | $10,455 | -3.7% | 111 | 0.0% | 0.00% | 0.0% | |
| AVY | Sell | AVERY DENNISON CORP | $9,083 | -35.1% | 49 | -40.2% | 0.00% | -25.0% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $7,710 | -9.3% | 36 | -2.7% | 0.00% | 0.0% |
| DRIV | GLOBAL X FDSautonmous ev etf | $8,879 | -9.8% | 378 | 0.0% | 0.00% | 0.0% | |
| JAAA | Sell | JANUS DETROIT STR TRhendrson aaa cl | $8,807 | -82.5% | 175 | -82.6% | 0.00% | -81.2% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $9,494 | -36.9% | 124 | -34.7% | 0.00% | -40.0% |
| EBIZ | Buy | GLOBAL X FDS | $7,995 | +10.3% | 442 | +12.8% | 0.00% | +50.0% |
| CLOU | GLOBAL X FDS | $7,701 | -5.1% | 409 | 0.0% | 0.00% | 0.0% | |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $10,671 | -1.4% | 142 | -0.7% | 0.00% | 0.0% |
| EDOC | GLOBAL X FDStelmdc&dig etf | $8,032 | -21.1% | 875 | 0.0% | 0.00% | 0.0% | |
| PKG | Sell | PACKAGING CORP AMER | $8,774 | -20.6% | 57 | -32.1% | 0.00% | -25.0% |
| PFIS | PEOPLES FINL SVCS CORP | $9,423 | -8.4% | 235 | 0.0% | 0.00% | 0.0% | |
| INFY | New | INFOSYS LTDsponsored adr | $7,733 | – | 452 | +100.0% | 0.00% | – |
| KMI | New | KINDER MORGAN INC DEL | $8,290 | – | 500 | +100.0% | 0.00% | – |
| FORM | FORMFACTOR INC | $10,482 | +2.1% | 300 | 0.0% | 0.00% | 0.0% | |
| CAG | Buy | CONAGRA BRANDS INC | $8,096 | -17.8% | 295 | +1.0% | 0.00% | 0.0% |
| PWR | Sell | QUANTA SVCS INC | $9,727 | -6.6% | 52 | -1.9% | 0.00% | 0.0% |
| CROX | Sell | CROCS INC | $9,969 | -97.9% | 113 | -97.3% | 0.00% | -98.0% |
| REGN | REGENERON PHARMACEUTICALS | $8,229 | +14.5% | 10 | 0.0% | 0.00% | +50.0% | |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $8,015 | -8.6% | 466 | -5.3% | 0.00% | 0.0% |
| EWRE | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $7,441 | -70.9% | 260 | -68.2% | 0.00% | -75.0% |
| SAND | SANDSTORM GOLD LTD | $5,172 | -9.0% | 1,110 | 0.0% | 0.00% | 0.0% | |
| EMLP | FIRST TR EXCHANGE-TRADED FDno amer energy | $5,891 | -2.2% | 223 | 0.0% | 0.00% | 0.0% | |
| ABEV | New | AMBEV SAsponsored adr | $7,133 | – | 2,765 | +100.0% | 0.00% | – |
| DRAFTKINGS INC NEW | $5,034 | +10.8% | 171 | 0.0% | 0.00% | +100.0% | ||
| LGLV | Sell | SPDR SER TRssga us lrg etf | $6,275 | -83.5% | 47 | -82.6% | 0.00% | -83.3% |
| HDV | Sell | ISHARES TRcore high dv etf | $7,120 | -48.8% | 72 | -47.8% | 0.00% | -50.0% |
| IGV | ISHARES TRexpanded tech | $7,508 | -1.4% | 22 | 0.0% | 0.00% | 0.0% | |
| SPGI | S&P GLOBAL INC | $4,750 | -8.9% | 13 | 0.0% | 0.00% | 0.0% | |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $5,011 | -2.1% | 106 | -1.9% | 0.00% | 0.0% |
| PAYX | New | PAYCHEX INC | $6,013 | – | 52 | +100.0% | 0.00% | – |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $6,654 | -1.5% | 143 | -0.7% | 0.00% | 0.0% |
| DLR | Sell | DIGITAL RLTY TR INC | $6,535 | +0.7% | 54 | -5.3% | 0.00% | 0.0% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $5,323 | -42.5% | 77 | -39.4% | 0.00% | -33.3% |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $7,382 | -4.7% | 191 | 0.0% | 0.00% | 0.0% | |
| EQIX | New | EQUINIX INC | $7,294 | – | 10 | +100.0% | 0.00% | – |
| PETS | PETMED EXPRESS INC | $4,879 | -25.7% | 476 | 0.0% | 0.00% | 0.0% | |
| SKYT | New | SKYWATER TECHNOLOGY INC | $6,020 | – | 1,000 | +100.0% | 0.00% | – |
| EUSA | Sell | ISHARES INCmsci equal weite | $6,291 | -4.6% | 83 | -1.2% | 0.00% | 0.0% |
| SPIP | Sell | SPDR SER TRportfli tips etf | $6,359 | -17.4% | 256 | -14.1% | 0.00% | 0.0% |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $7,264 | -95.8% | 73 | -95.4% | 0.00% | -96.4% |
| XEL | Buy | XCEL ENERGY INC | $6,694 | +39.8% | 117 | +51.9% | 0.00% | 0.0% |
| SNPS | SYNOPSYS INC | $6,425 | +5.4% | 14 | 0.0% | 0.00% | 0.0% | |
| FYBR | FRONTIER COMMUNICATIONS PARE | $6,275 | -16.1% | 401 | 0.0% | 0.00% | 0.0% | |
| SNA | SNAP ON INC | $5,866 | -11.5% | 23 | 0.0% | 0.00% | 0.0% | |
| SHYD | Sell | VANECK ETF TRUSTshrt hgh yld mun | $6,723 | -3.7% | 311 | -0.6% | 0.00% | 0.0% |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $5,631 | – | 95 | +100.0% | 0.00% | – |
| UTHR | UNITED THERAPEUTICS CORP DEL | $5,872 | +2.3% | 26 | 0.0% | 0.00% | 0.0% | |
| USO | UNITED STS OIL FD LPunits | $7,439 | +27.2% | 92 | 0.0% | 0.00% | 0.0% | |
| MS | Sell | MORGAN STANLEY | $5,534 | -31.5% | 67 | -29.5% | 0.00% | -33.3% |
| URI | UNITED RENTALS INC | $6,223 | -0.2% | 14 | 0.0% | 0.00% | 0.0% | |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $6,386 | -16.0% | 203 | -14.3% | 0.00% | 0.0% |
| FTV | FORTIVE CORP | $5,042 | -0.8% | 68 | 0.0% | 0.00% | 0.0% | |
| SU | SUNCOR ENERGY INC NEW | $5,913 | +17.3% | 172 | 0.0% | 0.00% | 0.0% | |
| HAE | New | HAEMONETICS CORP MASS | $6,718 | – | 75 | +100.0% | 0.00% | – |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $5,759 | -3.7% | 526 | 0.0% | 0.00% | 0.0% | |
| VRSK | VERISK ANALYTICS INC | $5,669 | +4.5% | 24 | 0.0% | 0.00% | 0.0% | |
| BOTZ | GLOBAL X FDSrbtcs artfl inte | $6,328 | -14.0% | 256 | 0.0% | 0.00% | 0.0% | |
| PLD | PROLOGIS INC. | $4,864 | -8.1% | 43 | 0.0% | 0.00% | 0.0% | |
| HSY | HERSHEY CO | $5,608 | -19.9% | 28 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $5,009 | -9.4% | 92 | 0.0% | 0.00% | 0.0% | |
| TOLZ | PROSHARES TRdj brkfld glb | $7,243 | -7.8% | 175 | 0.0% | 0.00% | -33.3% | |
| HUBS | HUBSPOT INC | $4,925 | -7.4% | 10 | 0.0% | 0.00% | 0.0% | |
| SPLK | SPLUNK INC | $7,312 | +37.8% | 50 | 0.0% | 0.00% | 0.0% | |
| WSO | WATSCO INC | $6,798 | -1.0% | 18 | 0.0% | 0.00% | 0.0% | |
| ROST | Sell | ROSS STORES INC | $5,272 | +0.9% | 46 | -2.1% | 0.00% | 0.0% |
| WRB | BERKLEY W R CORP | $4,761 | +6.6% | 75 | 0.0% | 0.00% | +100.0% | |
| O | Sell | REALTY INCOME CORP | $6,806 | -17.9% | 136 | -2.2% | 0.00% | -33.3% |
| HUM | HUMANA INC | $5,838 | +8.8% | 12 | 0.0% | 0.00% | 0.0% | |
| DLTR | DOLLAR TREE INC | $6,280 | -25.8% | 59 | 0.0% | 0.00% | -33.3% | |
| SCZ | ISHARES TReafe sml cp etf | $7,058 | -4.3% | 125 | 0.0% | 0.00% | 0.0% | |
| EMXC | Sell | ISHARES INCmsci emrg chn | $2,840 | -83.7% | 57 | -83.0% | 0.00% | -83.3% |
| EZU | ISHARES INCmsci eurzone etf | $4,224 | -7.8% | 100 | 0.0% | 0.00% | 0.0% | |
| EMHY | Buy | ISHARES INCjp mrgn em hi bd | $2,246 | +30.5% | 66 | +34.7% | 0.00% | 0.0% |
| ESML | Sell | ISHARES TResg aware msci | $3,230 | -54.3% | 96 | -51.8% | 0.00% | -50.0% |
| PHB | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $4,457 | -2.3% | 261 | 0.0% | 0.00% | 0.0% | |
| JEPI | J P MORGAN EXCHANGE TRADED Fequity premium | $4,124 | -3.2% | 77 | 0.0% | 0.00% | 0.0% | |
| KEY | Sell | KEYCORP | $4,452 | -33.4% | 413 | -42.9% | 0.00% | -50.0% |
| IVOL | Sell | KRANESHARES TRquadrtc int rt | $2,405 | -61.6% | 117 | -61.5% | 0.00% | -50.0% |
| Sell | KYNDRYL HLDGS INC | $1,827 | +12.8% | 121 | -0.8% | 0.00% | 0.0% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $2,176 | -11.1% | 12 | -7.7% | 0.00% | 0.0% |
| LH | LABORATORY CORP AMER HLDGS | $2,613 | -16.7% | 13 | 0.0% | 0.00% | 0.0% | |
| IDXX | IDEXX LABS INC | $3,498 | -12.9% | 8 | 0.0% | 0.00% | 0.0% | |
| LAMR | LAMAR ADVERTISING CO NEWcl a | $4,006 | -15.9% | 48 | 0.0% | 0.00% | -50.0% | |
| LGI | LAZARD GLOBAL TOTAL RETURN & | $2,269 | -11.4% | 164 | 0.0% | 0.00% | 0.0% | |
| HUN | HUNTSMAN CORP | $4,318 | -9.7% | 177 | 0.0% | 0.00% | -50.0% | |
| HOLX | Sell | HOLOGIC INC | $2,984 | -16.3% | 43 | -2.3% | 0.00% | 0.0% |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,853 | +3.2% | 19 | 0.0% | 0.00% | 0.0% | |
| JKHY | HENRY JACK & ASSOC INC | $1,813 | -9.7% | 12 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $2,413 | -6.1% | 73 | 0.0% | 0.00% | 0.0% | |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $3,603 | -82.6% | 36 | -82.6% | 0.00% | -85.7% |
| MCO | MOODYS CORP | $2,529 | -9.1% | 8 | 0.0% | 0.00% | 0.0% | |
| NNN | NNN REIT INC | $3,357 | -17.4% | 95 | 0.0% | 0.00% | 0.0% | |
| NEM | Buy | NEWMONT CORP | $4,348 | +112.3% | 117 | +143.8% | 0.00% | 0.0% |
| NKE | NIKE INCcl b | $2,294 | -13.4% | 24 | 0.0% | 0.00% | 0.0% | |
| NOK | Buy | NOKIA CORPsponsored adr | $1,893 | -9.7% | 506 | +0.4% | 0.00% | 0.0% |
| NTR | NUTRIEN LTD | $3,520 | +4.6% | 57 | 0.0% | 0.00% | 0.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $4,544 | -4.9% | 5 | 0.0% | 0.00% | -50.0% | |
| OGN | Sell | ORGANON & CO | $2,916 | -17.1% | 168 | -0.6% | 0.00% | 0.0% |
| HERO | GLOBAL X FDSvdeo gam esprt | $1,715 | -9.0% | 92 | 0.0% | 0.00% | 0.0% | |
| OXM | OXFORD INDS INC | $3,941 | -2.3% | 41 | 0.0% | 0.00% | 0.0% | |
| PEBO | PEOPLES BANCORP INC | $3,451 | -4.4% | 136 | 0.0% | 0.00% | 0.0% | |
| PMCBD | PHARMACYTE BIOTECH INC | $1,680 | -26.6% | 800 | 0.0% | 0.00% | 0.0% | |
| PHILLIPS EDISON & CO INC | $4,091 | -1.6% | 122 | 0.0% | 0.00% | 0.0% | ||
| New | PHINIA INC | $1,865 | – | 69 | +100.0% | 0.00% | – | |
| HYS | PIMCO ETF TR0-5 high yield | $2,618 | -1.0% | 29 | 0.0% | 0.00% | 0.0% | |
| FNV | FRANCO NEV CORP | $4,538 | -6.4% | 34 | 0.0% | 0.00% | -50.0% | |
| FFEB | New | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $4,248 | – | 109 | +100.0% | 0.00% | – |
| PBYI | PUMA BIOTECHNOLOGY INC | $1,841 | -25.5% | 700 | 0.0% | 0.00% | 0.0% | |
| QS | Sell | QUANTUMSCAPE CORP | $2,273 | -16.3% | 339 | -0.3% | 0.00% | 0.0% |
| ROIC | RETAIL OPPORTUNITY INVTS COR | $3,342 | -8.4% | 270 | 0.0% | 0.00% | 0.0% | |
| RIO | Sell | RIO TINTO PLCsponsored adr | $2,545 | -2.8% | 40 | -2.4% | 0.00% | 0.0% |
| New | SK TELECOM LTDsponsored adr | $1,974 | – | 92 | +100.0% | 0.00% | – | |
| FNX | FIRST TR MID CAP CORE ALPHAD | $3,868 | -4.4% | 42 | 0.0% | 0.00% | 0.0% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $2,570 | -16.6% | 60 | 0.0% | 0.00% | 0.0% | |
| AG | FIRST MAJESTIC SILVER CORP | $1,795 | -9.3% | 350 | 0.0% | 0.00% | 0.0% | |
| FNCL | Sell | FIDELITY COVINGTON TRUSTmsci finls idx | $2,367 | -0.6% | 50 | -2.0% | 0.00% | 0.0% |
| FNB | F N B CORP | $2,902 | -5.7% | 269 | 0.0% | 0.00% | 0.0% | |
| EXPD | EXPEDITORS INTL WASH INC | $2,063 | -5.4% | 18 | 0.0% | 0.00% | 0.0% | |
| EIX | EDISON INTL | $3,037 | -8.9% | 48 | 0.0% | 0.00% | 0.0% | |
| EBAY | Sell | EBAY INC. | $2,865 | -2.9% | 65 | -1.5% | 0.00% | 0.0% |
| DPZ | DOMINOS PIZZA INC | $2,272 | +12.4% | 6 | 0.0% | 0.00% | 0.0% | |
| DXLG | DESTINATION XL GROUP INC | $3,709 | -8.6% | 828 | 0.0% | 0.00% | 0.0% | |
| SILV | SILVERCREST METALS INC | $1,543 | -24.8% | 350 | 0.0% | 0.00% | 0.0% | |
| BLCN | SIREN ETF TRnsd nxgn eco etf | $2,316 | -12.0% | 122 | 0.0% | 0.00% | 0.0% | |
| SR | SPIRE INC | $2,885 | -10.8% | 51 | 0.0% | 0.00% | 0.0% | |
| STT | STATE STR CORP | $3,682 | -8.5% | 55 | 0.0% | 0.00% | 0.0% | |
| STM | STMICROELECTRONICS N Vny registry | $4,272 | -13.7% | 99 | 0.0% | 0.00% | -50.0% | |
| CBRL | CRACKER BARREL OLD CTRY STOR | $1,948 | -27.9% | 29 | 0.0% | 0.00% | 0.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $3,120 | +2.5% | 12 | 0.0% | 0.00% | 0.0% | |
| COHERENT CORP | $3,264 | -36.0% | 100 | 0.0% | 0.00% | -50.0% | ||
| TXN | TEXAS INSTRS INC | $4,134 | -11.7% | 26 | 0.0% | 0.00% | 0.0% | |
| TDG | TRANSDIGM GROUP INC | $3,372 | -5.7% | 4 | 0.0% | 0.00% | 0.0% | |
| TSN | Sell | TYSON FOODS INCcl a | $1,868 | -3.7% | 37 | -2.6% | 0.00% | 0.0% |
| C | CITIGROUP INC | $1,986 | -9.6% | 48 | 0.0% | 0.00% | 0.0% | |
| UNP | UNION PAC CORP | $3,665 | +0.1% | 18 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED AIRLS HLDGS INC | $3,341 | -22.9% | 79 | 0.0% | 0.00% | 0.0% | |
| CGC | Sell | CANOPY GROWTH CORP | $4,591 | +95.3% | 5,865 | -3.2% | 0.00% | 0.0% |
| CI | THE CIGNA GROUP | $2,288 | +1.9% | 8 | 0.0% | 0.00% | 0.0% | |
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $4,088 | -8.2% | 16 | -11.1% | 0.00% | 0.0% |
| LCTD | New | BLACKROCK ETF TRUSTworld ex us carb | $3,302 | – | 82 | +100.0% | 0.00% | – |
| BLK | BLACKROCK INC | $2,760 | -5.8% | 4 | 0.0% | 0.00% | 0.0% | |
| BIIB | BIOGEN INC | $2,056 | -9.8% | 8 | 0.0% | 0.00% | 0.0% | |
| BIO | BIO RAD LABS INCcl a | $2,867 | -5.5% | 8 | 0.0% | 0.00% | 0.0% | |
| VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $3,294 | -8.8% | 46 | 0.0% | 0.00% | 0.0% | |
| VEEV | VEEVA SYS INC | $3,865 | +2.9% | 19 | 0.0% | 0.00% | 0.0% | |
| VO | VANGUARD INDEX FDSmid cap etf | $2,707 | -5.4% | 13 | 0.0% | 0.00% | 0.0% | |
| USTB | Sell | VICTORY PORTFOLIOS IIshort trm bd etf | $3,669 | -82.3% | 75 | -82.3% | 0.00% | -85.7% |
| BLOK | AMPLIFY ETF TRblockchain ldr | $2,889 | -12.4% | 145 | 0.0% | 0.00% | 0.0% | |
| VSH | VISHAY INTERTECHNOLOGY INC | $2,397 | -16.0% | 97 | 0.0% | 0.00% | 0.0% | |
| VMW | VMWARE INC | $3,329 | +15.8% | 20 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC | $4,256 | -3.0% | 40 | 0.0% | 0.00% | 0.0% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $3,382 | +1.4% | 39 | -2.5% | 0.00% | 0.0% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $2,133 | -48.1% | 80 | -45.6% | 0.00% | 0.0% |
| IHDG | New | WISDOMTREE TRitl hdg qtly div | $3,874 | – | 100 | +100.0% | 0.00% | – |
| YUMC | Sell | YUM CHINA HLDGS INC | $2,730 | -5.3% | 49 | -3.9% | 0.00% | 0.0% |
| JCI | JOHNSON CTLS INTL PLC | $4,416 | -21.9% | 83 | 0.0% | 0.00% | -50.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $3,296 | -24.3% | 200 | 0.0% | 0.00% | 0.0% | |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $2,902 | +7.6% | 31 | -3.1% | 0.00% | 0.0% |
| CRNT | CERAGON NETWORKS LTDord | $1,773 | -2.4% | 865 | 0.0% | 0.00% | 0.0% | |
| SGOL | ABRDN GOLD ETF TRUST | $3,980 | -3.7% | 225 | 0.0% | 0.00% | 0.0% | |
| ICL | ICL GROUP LTD | $4,151 | +1.3% | 748 | 0.0% | 0.00% | 0.0% | |
| COMT | ISHARES U S ETF TRgsci cmdty stgy | $1,894 | +12.1% | 65 | 0.0% | 0.00% | 0.0% | |
| IGSB | Sell | ISHARES TR | $3,431 | -0.6% | 68 | -1.4% | 0.00% | 0.0% |
| HYG | ISHARES TRiboxx hi yd etf | $2,727 | -1.8% | 37 | 0.0% | 0.00% | 0.0% | |
| IYE | ISHARES TRu.s. energy etf | $3,036 | +10.7% | 64 | 0.0% | 0.00% | 0.0% | |
| CMP | Buy | COMPASS MINERALS INTL INC | $0 | – | 0 | +100.0% | 0.00% | – |
| TME | Sell | TENCENT MUSIC ENTMT GROUPspon ads | $331 | -18.5% | 52 | -5.5% | 0.00% | – |
| YNDX | YANDEX N V | $0 | – | 7 | 0.0% | 0.00% | – | |
| K | KELLANOVA | $595 | -11.7% | 10 | 0.0% | 0.00% | – | |
| THERAPEUTICSMD INC | $3 | -25.0% | 1 | 0.0% | 0.00% | – | ||
| VVPR | Exit | VIVOPOWER INTERNATIONAL PLC | $0 | – | -400 | -100.0% | 0.00% | – |
| New | PROSHARES TRultrashrt s&p500 | $940 | – | 25 | +100.0% | 0.00% | – | |
| TLRY | TILRAY BRANDS INC | $174 | +52.6% | 73 | 0.0% | 0.00% | – | |
| CLNE | CLEAN ENERGY FUELS CORP | $766 | -22.8% | 200 | 0.0% | 0.00% | – | |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -1 | -100.0% | 0.00% | – |
| CTXR | CITIUS PHARMACEUTICALS INC | $205 | -43.1% | 300 | 0.0% | 0.00% | – | |
| EUO | Exit | PROSHARES TR IIultrashrt euro | $0 | – | -10 | -100.0% | 0.00% | – |
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -89 | -100.0% | 0.00% | – |
| ADMA | New | ADMA BIOLOGICS INC | $716 | – | 200 | +100.0% | 0.00% | – |
| UAA | UNDER ARMOUR INCcl a | $685 | -5.1% | 100 | 0.0% | 0.00% | – | |
| TROW | PRICE T ROWE GROUP INC | $1,258 | -6.4% | 12 | 0.0% | 0.00% | – | |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -2 | -100.0% | 0.00% | – |
| CPRX | CATALYST PHARMACEUTICALS INC | $233 | -13.4% | 20 | 0.0% | 0.00% | – | |
| ETG | Exit | EATON VANCE TX ADV GLBL DIV | $0 | – | -2 | -100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORP | $1,372 | – | 100 | +100.0% | 0.00% | – |
| PLUG | PLUG POWER INC | $1,520 | -26.9% | 200 | 0.0% | 0.00% | -100.0% | |
| PLG | PLATINUM GROUP METALS LTD | $1,243 | -20.4% | 1,100 | 0.0% | 0.00% | – | |
| New | FORTREA HLDGS INC | $371 | – | 13 | +100.0% | 0.00% | – | |
| COF | CAPITAL ONE FINL CORP | $918 | -10.8% | 9 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INC | $94 | +2.2% | 20 | 0.0% | 0.00% | – | |
| VFC | V F CORP | $1,183 | -7.5% | 67 | 0.0% | 0.00% | – | |
| FREELINE THERAPEUTICS HLDGSsponsored ads | $344 | +67.0% | 80 | 0.0% | 0.00% | – | ||
| STXS | STEREOTAXIS INC | $316 | +3.3% | 200 | 0.0% | 0.00% | – | |
| GMDA | GAMIDA CELL LTD | $206 | -46.6% | 200 | 0.0% | 0.00% | – | |
| CRT | CROSS TIMBERS RTY TRtr unit | $116 | -12.1% | 6 | 0.0% | 0.00% | – | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $664 | -5.7% | 15 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $632 | -10.5% | 40 | 0.0% | 0.00% | – | |
| SYF | SYNCHRONY FINANCIAL | $1,131 | -9.9% | 37 | 0.0% | 0.00% | – | |
| Buy | CATHETER PRECISION INC | $53 | +194.4% | 120 | +500.0% | 0.00% | – | |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $160 | -67.4% | 3 | -75.0% | 0.00% | – |
| FND | FLOOR & DECOR HLDGS INCcl a | $1,357 | -13.0% | 15 | 0.0% | 0.00% | – | |
| ILMN | ILLUMINA INC | $1,510 | -26.8% | 11 | 0.0% | 0.00% | -100.0% | |
| FCUV | FOCUS UNVL INC | $582 | +26.8% | 300 | 0.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC | $92 | -27.6% | 5 | 0.0% | 0.00% | – | |
| VGLT | Exit | VANGUARD SCOTTSDALE FDSlong term treas | $0 | – | -2 | -100.0% | 0.00% | – |
| GTX | GARRETT MOTION INC | $189 | +3.8% | 24 | 0.0% | 0.00% | – | |
| BJK | VANECK ETF TRUSTgaming etf | $1,072 | -11.3% | 27 | 0.0% | 0.00% | – | |
| PFMT | PERFORMANT FINL CORP | $67 | -17.3% | 30 | 0.0% | 0.00% | – | |
| COG | COTERRA ENERGY INC | $541 | +6.9% | 20 | 0.0% | 0.00% | – | |
| GEM | Exit | GOLDMAN SACHS ETF TRactivebeta eme | $0 | – | -40 | -100.0% | 0.00% | – |
| ETERNA THERAPEUTICS INC | $21 | -8.7% | 10 | 0.0% | 0.00% | – | ||
| BHF | BRIGHTHOUSE FINL INC | $831 | +3.2% | 17 | 0.0% | 0.00% | – | |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -9 | -100.0% | 0.00% | – |
| New | BRIGHT MINDS BIOSCIENCES INC | $160 | – | 100 | +100.0% | 0.00% | – | |
| GSK PLCsponsored adr | $253 | +1.6% | 7 | 0.0% | 0.00% | – | ||
| BLUE WTR BIOTECH INC | $306 | -54.9% | 600 | 0.0% | 0.00% | – | ||
| ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -3 | -100.0% | 0.00% | – |
| VRAR | GLIMPSE GROUP INC | $552 | -48.3% | 300 | 0.0% | 0.00% | – | |
| ACES | Exit | ALPS ETF TRclean energy | $0 | – | -7 | -100.0% | 0.00% | – |
| SCINAI IMMUNOTHERAPEUTICS LTspon ads new | $139 | -38.5% | 160 | 0.0% | 0.00% | – | ||
| BSGM | New | BIOSIG TECHNOLOGIES INC | $391 | – | 800 | +100.0% | 0.00% | – |
| New | BIONOMICS LIMITEDads | $540 | – | 200 | +100.0% | 0.00% | – | |
| AGRI | Exit | AGRIFORCE GROWING SYSTEMS LT | $0 | – | -300 | -100.0% | 0.00% | – |
| HYLD | Exit | EXCHANGE LISTED FDS TRhigh yield etf | $0 | – | -6 | -100.0% | 0.00% | – |
| BETTER THERAPEUTICS INC | $73 | -66.2% | 200 | 0.0% | 0.00% | – | ||
| ASTR | Exit | ASTRA SPACE INC | $0 | – | -400 | -100.0% | 0.00% | – |
| OUSTER INC | $80 | +1.3% | 16 | 0.0% | 0.00% | – | ||
| ON | ON SEMICONDUCTOR CORP | $278 | -2.1% | 3 | 0.0% | 0.00% | – | |
| BBY | Sell | BEST BUY INC | $497 | -73.7% | 7 | -69.6% | 0.00% | -100.0% |
| OMC | Buy | OMNICOM GROUP INC | $0 | – | 0 | +100.0% | 0.00% | – |
| BCML | BAYCOM CORP | $384 | +15.0% | 20 | 0.0% | 0.00% | – | |
| Exit | NEPTUNE WELLNESS SOLUTIONS I | $0 | – | -5 | -100.0% | 0.00% | – | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $824 | +10.8% | 2 | 0.0% | 0.00% | – | |
| TRVG | Exit | TRIVAGO N V | $0 | – | -100 | -100.0% | 0.00% | – |
| BAX | BAXTER INTL INC | $603 | -17.3% | 16 | 0.0% | 0.00% | – | |
| BLL | Sell | BALL CORP | $974 | -14.2% | 19 | -5.0% | 0.00% | – |
| OFFERPAD SOLUTIONS INC | $195 | -24.7% | 20 | 0.0% | 0.00% | – | ||
| FDHY | Exit | FIDELITY COVINGTON TRUSThigh yild etf | $0 | – | -13 | -100.0% | 0.00% | – |
| DNOW | NOW INC | $296 | +14.3% | 25 | 0.0% | 0.00% | – | |
| NWSA | Sell | NEWS CORP NEWcl a | $1,524 | -1.1% | 76 | -3.8% | 0.00% | – |
| NYT | Sell | NEW YORK TIMES COcl a | $1,153 | +1.0% | 28 | -3.4% | 0.00% | – |
| AVTR | Sell | AVANTOR INC | $611 | -69.0% | 29 | -69.8% | 0.00% | -100.0% |
| ACB | Sell | AURORA CANNABIS INC | $23 | -20.7% | 41 | -25.5% | 0.00% | – |
| New | ASTRA SPACE INCcl a new | $49 | – | 27 | +100.0% | 0.00% | – | |
| New | ARIS MNG CORP | $749 | – | 330 | +100.0% | 0.00% | – | |
| NTZ | NATUZZI S P Aspon ads | $211 | +0.5% | 30 | 0.0% | 0.00% | – | |
| HBI | Buy | HANESBRANDS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| VIAV | VIAVI SOLUTIONS INC | $457 | -19.4% | 50 | 0.0% | 0.00% | – | |
| VTRS | VIATRIS INC | $1,321 | -1.2% | 134 | 0.0% | 0.00% | – | |
| INO | Exit | INOVIO PHARMACEUTICALS INC | $0 | – | -100 | -100.0% | 0.00% | – |
| VIPS | Sell | VIPSHOP HLDGS LTDsponsored ads a | $704 | -7.2% | 44 | -4.3% | 0.00% | – |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $333 | -53.6% | 185 | 0.0% | 0.00% | – | |
| VNT | VONTIER CORPORATION | $834 | -4.1% | 27 | 0.0% | 0.00% | – | |
| HIMX | Exit | HIMAX TECHNOLOGIES INCsponsored adr | $0 | – | -170 | -100.0% | 0.00% | – |
| HP | HELMERICH & PAYNE INC | $843 | +18.9% | 20 | 0.0% | 0.00% | – | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $78 | -99.3% | 3 | -99.3% | 0.00% | -100.0% |
| AMSC | New | AMERICAN SUPERCONDUCTOR CORP | $755 | – | 100 | +100.0% | 0.00% | – |
| HTH | HILLTOP HOLDINGS INC | $1,503 | -9.8% | 53 | 0.0% | 0.00% | -100.0% | |
| New | MAPLEBEAR INC | $1,484 | – | 50 | +100.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP INC | $121 | +5.2% | 2 | 0.0% | 0.00% | – | |
| LAZR | LUMINAR TECHNOLOGIES INC | $316 | -33.9% | 69 | 0.0% | 0.00% | – | |
| WDC | WESTERN DIGITAL CORP. | $912 | +20.2% | 20 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC | $147 | -37.4% | 104 | 0.0% | 0.00% | – | |
| ATER | ATERIAN INC | $65 | -29.3% | 200 | 0.0% | 0.00% | – | |
| EA SERIES TRUSTstrive us energy | $451 | +10.0% | 15 | 0.0% | 0.00% | – | ||
| ALL | Sell | ALLSTATE CORP | $792 | -89.0% | 7 | -89.4% | 0.00% | -100.0% |
| Exit | WESTPORT FUEL SYSTEMS INC | $0 | – | -80 | -100.0% | 0.00% | – | |
| ZBRA | Exit | ZEBRA TECHNOLOGIES CORPORATIcl a | $0 | – | -5 | -100.0% | 0.00% | – |
| HYMC | HYCROFT MINING HOLDING CORP | $238 | +0.8% | 800 | 0.0% | 0.00% | – | |
| New | INVO BIOSCIENCE INC | $90 | – | 115 | +100.0% | 0.00% | – | |
| KVHI | KVH INDS INC | $515 | -44.2% | 101 | 0.0% | 0.00% | – | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $561 | -22.9% | 5 | 0.0% | 0.00% | – | |
| LEXX | LEXARIA BIOSCIENCE CORP | $399 | +36.6% | 400 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC | $293 | -4.6% | 8 | 0.0% | 0.00% | – | |
| ADN | ADVENT TECHNOLOGIES HOLDNG I | $234 | -33.7% | 600 | 0.0% | 0.00% | – | |
| LEG | LEGGETT & PLATT INC | $762 | -14.3% | 30 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $287 | -10.9% | 9 | 0.0% | 0.00% | – | |
| YOLO | ADVISORSHARES TRpure cannabis | $342 | +33.1% | 100 | 0.0% | 0.00% | – | |
| HZNP | Sell | HORIZON THERAPEUTICS PUB L | $1,156 | -67.9% | 10 | -71.4% | 0.00% | -100.0% |
| USHY | ISHARES TRbroad usd high | $555 | -1.8% | 16 | 0.0% | 0.00% | – | |
| LYTUS TECHNOLOGS HLDGS PTV L | $39 | -58.5% | 200 | 0.0% | 0.00% | – | ||
| INVIVYD INC | $340 | +61.9% | 200 | 0.0% | 0.00% | – | ||
| New | INVESTMENT MANAGERS SER TR Iaxs real estate | $144 | – | 6 | +100.0% | 0.00% | – | |
| PRENETICS GLOBAL LTDclass a ord | $97 | -45.5% | 200 | 0.0% | 0.00% | – | ||
| TGLS | TECNOGLASS INC | $164 | -36.4% | 5 | 0.0% | 0.00% | – | |
| FALN | Sell | ISHARES TRfaln angls usd | $758 | -99.1% | 30 | -99.1% | 0.00% | -100.0% |
| DG | DOLLAR GEN CORP NEW | $1,269 | -37.7% | 12 | 0.0% | 0.00% | -100.0% | |
| New | DRAGONFLY ENERGY HOLDINGS CO | $616 | – | 400 | +100.0% | 0.00% | – | |
| SOLO | Sell | ELECTRAMECCANICA VEHS CORP | $853 | +5.4% | 1,303 | -0.1% | 0.00% | – |
| DKS | DICKS SPORTING GOODS INC | $325 | -18.1% | 3 | 0.0% | 0.00% | – | |
| EMBECTA CORP | $496 | -30.4% | 33 | 0.0% | 0.00% | – | ||
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $111 | -98.9% | 3 | -99.0% | 0.00% | -100.0% |
| ENCORE ENERGY CORP | $1,281 | +35.3% | 393 | 0.0% | 0.00% | – | ||
| EQR | Sell | EQUITY RESIDENTIALsh ben int | $636 | -10.3% | 10 | -9.1% | 0.00% | – |
| XLC | Sell | SELECT SECTOR SPDR TR | $65 | -99.3% | 1 | -99.3% | 0.00% | -100.0% |
| GRMN | Sell | GARMIN LTD | $1,010 | +1.5% | 9 | -10.0% | 0.00% | – |
| SQNS | SEQUANS COMMUNICATIONS S Asponsored ads | $70 | +25.0% | 25 | 0.0% | 0.00% | – | |
| SSTI | SOUNDTHINKING INC | $1,432 | -18.1% | 80 | 0.0% | 0.00% | -100.0% | |
| LOGI | Sell | LOGITECH INTL S A | $1,240 | +9.8% | 18 | -5.3% | 0.00% | – |
| LEA | LEAR CORP | $1,073 | -6.5% | 8 | 0.0% | 0.00% | – | |
| EPM | EVOLUTION PETE CORP | $684 | -15.2% | 100 | 0.0% | 0.00% | – | |
| EXPE | EXPEDIA GROUP INC | $618 | -5.8% | 6 | 0.0% | 0.00% | – | |
| SDC | SMILEDIRECTCLUB INC | $207 | -21.9% | 500 | 0.0% | 0.00% | – | |
| FFIV | F5 INC | $966 | +10.0% | 6 | 0.0% | 0.00% | – | |
| SPLB | Sell | SPDR SER TRportfolio ln cor | $1,125 | -77.7% | 53 | -75.6% | 0.00% | -100.0% |
| New | SOUNDHOUND AI INC | $804 | – | 400 | +100.0% | 0.00% | – | |
| DHI | Sell | D R HORTON INC | $1,406 | -71.2% | 13 | -67.5% | 0.00% | -100.0% |
| LUV | SOUTHWEST AIRLS CO | $595 | -25.3% | 22 | 0.0% | 0.00% | – | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $790 | +25.0% | 4 | +33.3% | 0.00% | – |
| SRC | Buy | SPIRIT RLTY CAP INC NEW | $0 | – | 0 | +100.0% | 0.00% | – |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $397 | -74.0% | 7 | -75.0% | 0.00% | – |
| SQ | BLOCK INCcl a | $752 | -33.6% | 17 | 0.0% | 0.00% | – | |
| HYLB | DBX ETF TRxtrack usd high | $542 | -1.8% | 16 | 0.0% | 0.00% | – | |
| CUENTAS INC | $32 | -67.3% | 23 | 0.0% | 0.00% | – | ||
| INVO | Exit | INVO BIOSCIENCE INC | $0 | – | -300 | -100.0% | 0.00% | – |
| RUMBLE INC | $408 | -42.9% | 80 | 0.0% | 0.00% | – | ||
| IEF | ISHARES TR7-10 yr trsy bd | $1,373 | -5.2% | 15 | 0.0% | 0.00% | – | |
| MTN | Exit | VAIL RESORTS INC | $0 | – | -16 | -100.0% | -0.00% | – |
| JPIN | Exit | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $0 | – | -40 | -100.0% | -0.00% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -23 | -100.0% | -0.00% | – |
| PPSI | Exit | PIONEER PWR SOLUTIONS INC | $0 | – | -300 | -100.0% | -0.00% | – |
| JD | Exit | JD.COM INCspon adr cl a | $0 | – | -100 | -100.0% | -0.00% | – |
| OVV | Exit | OVINTIV INC | $0 | – | -121 | -100.0% | -0.00% | – |
| NVR | Exit | NVR INC | $0 | – | -1 | -100.0% | -0.00% | – |
| CBRE | Exit | CBRE GROUP INCcl a | $0 | – | -60 | -100.0% | -0.00% | – |
| ARNC | Exit | ARCONIC CORPORATION | $0 | – | -200 | -100.0% | -0.00% | – |
| TRTN | Exit | TRITON INTL LTDcl a | $0 | – | -100 | -100.0% | -0.00% | – |
| OGE | Exit | OGE ENERGY CORP | $0 | – | -400 | -100.0% | -0.01% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -9,158 | -100.0% | -0.22% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 5.6% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 5.9% |
| SPDR S&P 500 Trust | 20 | Q3 2023 | 7.7% |
| Vanguard Value ETF | 20 | Q3 2023 | 5.1% |
| SPDR S&P Developed World Ex-US | 20 | Q3 2023 | 5.7% |
| Vanguard Total Int'l Bond ETF | 20 | Q3 2023 | 4.5% |
| SSGA ACTIVE ETF TR | 20 | Q3 2023 | 9.9% |
| Vanguard Short-Term Bond ETF | 20 | Q3 2023 | 3.0% |
| SPDR SER TR | 20 | Q3 2023 | 6.6% |
| Vanguard Tax-Exempt Bond Index | 20 | Q3 2023 | 3.5% |
View Aspire Private Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-24 |
| 13F-HR/A | 2023-05-30 |
| 13F-HR/A | 2023-05-30 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-01 |
View Aspire Private Capital, 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.