$278 Million is the total value of Aspire Private Capital, LLC's 665 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 20.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FISR | Buy | SSGA ACTIVE TRspdr ssga fxd | $19,929,326 | +4.6% | 778,401 | +4.2% | 7.16% | -1.3% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $15,294,699 | +16.0% | 364,420 | +0.5% | 5.49% | +9.5% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $14,086,584 | +11.9% | 100,353 | -1.5% | 5.06% | +5.6% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $13,281,064 | +0.4% | 62,320 | +0.8% | 4.77% | -5.2% |
| XLSR | Buy | SSGA ACTIVE TRspdr ssga us sct | $12,699,004 | +9.5% | 326,369 | +1.0% | 4.56% | +3.3% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $12,006,313 | +16.9% | 404,389 | +1.6% | 4.31% | +10.3% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $11,988,165 | +87.5% | 477,046 | +86.2% | 4.30% | +77.0% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $11,326,999 | -4.6% | 238,815 | -4.0% | 4.07% | -9.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $10,338,841 | +143.4% | 27,035 | +127.4% | 3.71% | +129.8% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $7,737,676 | -0.4% | 102,785 | -1.0% | 2.78% | -6.0% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $7,476,238 | +12.0% | 151,066 | +8.9% | 2.68% | +5.7% |
| TIPX | Buy | SPDR SER TRbloomberg 1 10 y | $6,367,681 | +6.6% | 345,132 | +5.2% | 2.29% | +0.6% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $5,426,947 | -6.8% | 119,221 | -7.7% | 1.95% | -12.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,054,493 | +10.3% | 129,669 | +3.3% | 1.82% | +4.1% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $4,226,644 | +4.3% | 103,341 | +4.2% | 1.52% | -1.6% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $4,077,463 | +4.0% | 123,709 | -2.0% | 1.46% | -1.8% |
| SPEU | Buy | SPDR INDEX SHS FDSportflo eurp etf | $3,996,018 | +160.5% | 115,192 | +116.2% | 1.44% | +145.7% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $3,975,842 | +25.9% | 61,785 | +12.4% | 1.43% | +18.9% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $3,888,027 | +1.9% | 52,315 | +0.7% | 1.40% | -3.9% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $3,775,336 | -30.3% | 130,049 | -28.8% | 1.36% | -34.2% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $3,746,880 | +2.1% | 20,415 | -4.9% | 1.35% | -3.6% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $3,572,345 | +1.6% | 49,315 | +0.9% | 1.28% | -4.1% |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $3,335,745 | -39.3% | 225,693 | -33.5% | 1.20% | -42.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $3,186,902 | +7.6% | 18,332 | +0.0% | 1.14% | +1.5% |
| EBND | Buy | SPDR SER TRbloomberg emergi | $3,167,754 | +8.7% | 154,074 | +0.3% | 1.14% | +2.6% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $2,970,451 | -69.9% | 32,475 | -69.9% | 1.07% | -71.6% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $2,797,738 | +7.9% | 65,829 | -2.1% | 1.00% | +1.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,555,311 | +52.2% | 6,651 | +42.1% | 0.92% | +43.7% |
| AAPL | Sell | APPLE INC | $2,487,079 | -12.6% | 19,142 | -7.1% | 0.89% | -17.5% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,469,015 | +10.8% | 23,973 | +0.1% | 0.89% | +4.6% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $2,236,780 | +8.7% | 76,055 | -3.7% | 0.80% | +2.6% |
| IUSB | Buy | ISHARES TRcore total usd | $2,020,413 | +56.3% | 44,968 | +54.7% | 0.73% | +47.6% |
| MSFT | Buy | MICROSOFT CORP | $1,758,473 | +3.6% | 7,332 | +0.6% | 0.63% | -2.3% |
| HD | Sell | HOME DEPOT INC | $1,745,227 | +11.3% | 5,525 | -2.7% | 0.63% | +5.0% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $1,668,271 | -54.5% | 45,125 | -58.1% | 0.60% | -57.1% |
| CTAS | Sell | CINTAS CORP | $1,510,217 | -41.7% | 3,344 | -49.9% | 0.54% | -45.0% |
| ESGU | Sell | ISHARES TResg awr msci usa | $1,402,181 | -14.4% | 16,545 | -19.9% | 0.50% | -19.2% |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $1,123,485 | -65.4% | 39,783 | -65.5% | 0.40% | -67.4% |
| MRK | Buy | MERCK & CO INC | $1,115,215 | +36.2% | 10,052 | +5.7% | 0.40% | +28.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,049,319 | -0.3% | 11,893 | +8.0% | 0.38% | -6.0% |
| EFV | Sell | ISHARES TReafe value etf | $1,017,842 | -0.0% | 22,185 | -16.0% | 0.37% | -5.4% |
| AMZN | Buy | AMAZON COM INC | $975,773 | -24.9% | 11,616 | +1.0% | 0.35% | -29.1% |
| BAC | Sell | BANK AMERICA CORP | $909,838 | +5.7% | 27,471 | -3.6% | 0.33% | -0.3% |
| ABBV | Buy | ABBVIE INC | $853,471 | +23.3% | 5,281 | +2.4% | 0.31% | +16.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $843,214 | +190.8% | 4,410 | +172.7% | 0.30% | +175.5% |
| TT | TRANE TECHNOLOGIES PLC | $807,168 | +16.1% | 4,802 | 0.0% | 0.29% | +9.8% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $778,153 | +15.5% | 1,468 | +9.9% | 0.28% | +9.0% |
| CVS | Buy | CVS HEALTH CORP | $755,936 | +0.8% | 8,112 | +3.1% | 0.27% | -4.9% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $752,446 | +42.5% | 22,589 | +9.6% | 0.27% | +34.3% |
| EFG | Sell | ISHARES TReafe grwth etf | $748,269 | -8.3% | 8,933 | -20.5% | 0.27% | -13.2% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $731,590 | +238.7% | 10,184 | +235.9% | 0.26% | +220.7% |
| WFC | Buy | WELLS FARGO CO NEW | $721,912 | +13.9% | 17,484 | +11.0% | 0.26% | +7.5% |
| MCK | Buy | MCKESSON CORP | $717,980 | +17.1% | 1,914 | +6.1% | 0.26% | +10.7% |
| COP | Buy | CONOCOPHILLIPS | $717,712 | +18.8% | 6,082 | +3.0% | 0.26% | +12.2% |
| PEP | Sell | PEPSICO INC | $714,768 | +10.1% | 3,956 | -0.4% | 0.26% | +4.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $698,637 | +22.8% | 9,710 | +21.3% | 0.25% | +16.2% |
| WMT | Buy | WALMART INC | $695,382 | +17.5% | 4,904 | +7.5% | 0.25% | +11.1% |
| DE | Buy | DEERE & CO | $696,321 | +35.2% | 1,624 | +5.3% | 0.25% | +27.6% |
| CDW | Buy | CDW CORP | $685,408 | +18.2% | 3,838 | +3.3% | 0.25% | +11.3% |
| TPR | Buy | TAPESTRY INC | $683,709 | +38.1% | 17,955 | +3.1% | 0.25% | +30.9% |
| DHI | Buy | D R HORTON INC | $681,821 | +38.9% | 7,649 | +4.9% | 0.24% | +31.0% |
| V | Buy | VISA INC | $673,243 | +20.4% | 3,240 | +2.9% | 0.24% | +13.6% |
| ENB | Buy | ENBRIDGE INC | $670,114 | +9.1% | 17,138 | +3.6% | 0.24% | +3.0% |
| BK | Buy | BANK NEW YORK MELLON CORP | $661,060 | +28.1% | 14,522 | +8.4% | 0.24% | +20.9% |
| CSCO | Buy | CISCO SYS INC | $659,340 | +21.2% | 13,840 | +1.7% | 0.24% | +14.5% |
| LOW | Buy | LOWES COS INC | $650,322 | +41.1% | 3,264 | +33.0% | 0.23% | +33.7% |
| ALL | Buy | ALLSTATE CORP | $629,441 | +18.8% | 4,642 | +9.0% | 0.23% | +11.9% |
| FISV | Buy | FISERV INC | $622,086 | +14.6% | 6,155 | +6.1% | 0.22% | +7.7% |
| ABT | Buy | ABBOTT LABS | $611,461 | +21.8% | 5,569 | +7.4% | 0.22% | +15.2% |
| ULTA | Buy | ULTA BEAUTY INC | $611,198 | +23.0% | 1,303 | +5.1% | 0.22% | +15.9% |
| MS | Buy | MORGAN STANLEY | $609,056 | +11.8% | 7,164 | +3.9% | 0.22% | +5.8% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $609,462 | +22.1% | 9,144 | +0.6% | 0.22% | +15.3% |
| ADI | Buy | ANALOG DEVICES INC | $605,814 | +19.0% | 3,693 | +1.2% | 0.22% | +12.4% |
| GOVT | Sell | ISHARES TRus treas bd etf | $592,216 | -44.2% | 26,066 | -44.1% | 0.21% | -47.3% |
| AVGO | Sell | BROADCOM INC | $592,357 | +25.5% | 1,059 | -0.3% | 0.21% | +18.3% |
| NSC | Buy | NORFOLK SOUTHN CORP | $588,270 | +23.6% | 2,387 | +5.2% | 0.21% | +16.6% |
| DOV | Buy | DOVER CORP | $587,009 | +21.3% | 4,335 | +4.4% | 0.21% | +14.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $586,798 | +11.8% | 3,972 | +2.0% | 0.21% | +5.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $584,388 | +23.0% | 16,711 | +3.2% | 0.21% | +16.0% |
| PXD | Buy | PIONEER NAT RES CO | $586,082 | +17.2% | 2,566 | +11.2% | 0.21% | +10.5% |
| ACN | Buy | ACCENTURE PLC IRELAND | $582,635 | +4.8% | 2,183 | +1.1% | 0.21% | -1.4% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $580,108 | +235.3% | 11,216 | +196.9% | 0.21% | +215.2% |
| USMV | Buy | ISHARES TRmsci usa min vol | $574,461 | +30.9% | 7,968 | +20.0% | 0.21% | +23.4% |
| MBB | Buy | ISHARES TRmbs etf | $572,858 | +870.9% | 6,176 | +859.0% | 0.21% | +836.4% |
| KDP | Buy | KEURIG DR PEPPER INC | $573,591 | +3.0% | 16,085 | +3.5% | 0.21% | -2.8% |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $554,328 | +7819.0% | 10,449 | +7583.1% | 0.20% | +6533.3% |
| TEL | Sell | TE CONNECTIVITY LTD | $555,071 | -2.8% | 4,835 | -6.5% | 0.20% | -8.3% |
| PH | Buy | PARKER-HANNIFIN CORP | $548,627 | +27.0% | 1,885 | +5.7% | 0.20% | +20.1% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $531,742 | +28.8% | 5,269 | +4.4% | 0.19% | +21.7% |
| NEE | Buy | NEXTERA ENERGY INC | $506,842 | +9.5% | 6,063 | +2.6% | 0.18% | +3.4% |
| KMB | Buy | KIMBERLY-CLARK CORP | $498,890 | +21.4% | 3,675 | +0.5% | 0.18% | +14.7% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $492,680 | +22.0% | 1,464 | -0.3% | 0.18% | +14.9% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $472,202 | +109.9% | 3,236 | +88.2% | 0.17% | +97.7% |
| IRM | Buy | IRON MTN INC DEL | $453,932 | +16.1% | 9,106 | +2.4% | 0.16% | +9.4% |
| ES | Sell | EVERSOURCE ENERGY | $451,669 | +5.3% | 5,387 | -2.0% | 0.16% | -0.6% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $429,021 | +213.2% | 3,765 | +184.6% | 0.15% | +196.2% |
| OVV | Buy | OVINTIV INC | $380,603 | +94.2% | 7,505 | +75.8% | 0.14% | +82.7% |
| LRCX | Sell | LAM RESEARCH CORP | $367,372 | +12.7% | 874 | -1.9% | 0.13% | +6.5% |
| AVY | Buy | AVERY DENNISON CORP | $363,544 | +14.3% | 2,009 | +2.7% | 0.13% | +8.3% |
| FITB | Sell | FIFTH THIRD BANCORP | $340,076 | -2.6% | 10,365 | -5.0% | 0.12% | -8.3% |
| GLPI | Buy | GAMING & LEISURE PPTYS INC | $332,174 | +26.8% | 6,377 | +7.6% | 0.12% | +19.0% |
| VLUE | Sell | ISHARES TRmsci usa value | $325,363 | -52.7% | 3,570 | -57.5% | 0.12% | -55.3% |
| LNG | Buy | CHENIERE ENERGY INC | $308,655 | -1.7% | 2,058 | +8.8% | 0.11% | -6.7% |
| WDAY | Sell | WORKDAY INCcl a | $301,194 | +2.4% | 1,800 | -6.9% | 0.11% | -3.6% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $298,706 | +15.8% | 967 | 0.0% | 0.11% | +9.2% | |
| PM | Buy | PHILIP MORRIS INTL INC | $289,639 | +42.0% | 2,862 | +16.6% | 0.10% | +33.3% |
| PKG | Buy | PACKAGING CORP AMER | $275,935 | +17.4% | 2,157 | +3.1% | 0.10% | +11.2% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $274,267 | +18.7% | 3,904 | +3.2% | 0.10% | +11.4% |
| SMLF | Sell | ISHARES TRmsci usa sml cp | $269,815 | -21.6% | 5,433 | -29.3% | 0.10% | -26.0% |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $271,167 | – | 6,632 | +100.0% | 0.10% | – |
| MUB | New | ISHARES TRnational mun etf | $257,891 | – | 2,444 | +100.0% | 0.09% | – |
| T | Buy | AT&T INC | $254,400 | +87.1% | 13,819 | +56.1% | 0.09% | +75.0% |
| IWD | ISHARES TRrus 1000 val etf | $251,739 | +11.4% | 1,660 | 0.0% | 0.09% | +4.7% | |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $245,452 | +2131.4% | 2,269 | +2191.9% | 0.09% | +2100.0% |
| CVX | Sell | CHEVRON CORP NEW | $242,607 | -1.0% | 1,352 | -20.8% | 0.09% | -6.5% |
| IYW | New | ISHARES TRu.s. tech etf | $234,910 | – | 3,154 | +100.0% | 0.08% | – |
| DHR | Sell | DANAHER CORPORATION | $224,559 | +0.2% | 846 | -2.5% | 0.08% | -4.7% |
| LLY | LILLY ELI & CO | $219,138 | +13.0% | 599 | 0.0% | 0.08% | +6.8% | |
| IWF | ISHARES TRrus 1000 grw etf | $212,526 | +1.7% | 992 | 0.0% | 0.08% | -5.0% | |
| CL | COLGATE PALMOLIVE CO | $206,193 | +12.1% | 2,617 | 0.0% | 0.07% | +5.7% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $198,330 | -68.9% | 5,034 | -70.0% | 0.07% | -70.7% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $193,626 | +2051.4% | 571 | +1803.3% | 0.07% | +2233.3% |
| MTN | Buy | VAIL RESORTS INC | $195,870 | +17.3% | 822 | +6.3% | 0.07% | +9.4% |
| DIS | Buy | DISNEY WALT CO | $192,476 | +347.6% | 2,215 | +386.8% | 0.07% | +331.2% |
| AMT | AMERICAN TOWER CORP NEW | $191,410 | -1.3% | 903 | 0.0% | 0.07% | -6.8% | |
| IBKR | Buy | INTERACTIVE BROKERS GROUP IN | $192,379 | +2648.3% | 2,659 | +2339.4% | 0.07% | +2200.0% |
| ALB | Buy | ALBEMARLE CORP | $191,271 | +25.0% | 882 | +52.1% | 0.07% | +19.0% |
| SPH | Buy | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $189,205 | +320.5% | 12,464 | +318.5% | 0.07% | +300.0% |
| ORCL | Sell | ORACLE CORP | $186,316 | +26.7% | 2,279 | -5.4% | 0.07% | +19.6% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $183,807 | -48.4% | 1,942 | -52.4% | 0.07% | -51.1% |
| DD | DUPONT DE NEMOURS INC | $181,179 | +36.2% | 2,640 | 0.0% | 0.06% | +27.5% | |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $180,490 | +3.1% | 1,450 | -1.6% | 0.06% | -3.0% |
| PSX | PHILLIPS 66 | $173,710 | +28.7% | 1,669 | 0.0% | 0.06% | +21.6% | |
| CTVA | CORTEVA INC | $169,294 | +2.6% | 2,880 | 0.0% | 0.06% | -3.2% | |
| BOND | Buy | PIMCO ETF TRactive bd etf | $167,569 | +7.4% | 1,852 | +6.3% | 0.06% | +1.7% |
| IR | INGERSOLL RAND INC | $163,856 | +20.5% | 3,136 | 0.0% | 0.06% | +13.5% | |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $158,949 | -4.2% | 3,534 | -10.4% | 0.06% | -9.5% |
| XOM | Sell | EXXON MOBIL CORP | $156,752 | +6.6% | 1,421 | -15.4% | 0.06% | 0.0% |
| PFE | Sell | PFIZER INC | $151,443 | +13.0% | 2,956 | -3.3% | 0.05% | +5.9% |
| DOW | Sell | DOW INC | $141,456 | +14.1% | 2,807 | -0.6% | 0.05% | +8.5% |
| MO | Buy | ALTRIA GROUP INC | $139,066 | +13.1% | 3,042 | +0.1% | 0.05% | +6.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $135,601 | +2.0% | 768 | -5.7% | 0.05% | -3.9% |
| TFC | Buy | TRUIST FINL CORP | $128,226 | +21.0% | 2,980 | +22.1% | 0.05% | +15.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $120,673 | -10.6% | 1,360 | -2.9% | 0.04% | -15.7% |
| NVDA | NVIDIA CORPORATION | $116,470 | +20.1% | 797 | 0.0% | 0.04% | +13.5% | |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $107,935 | -65.8% | 3,829 | -56.7% | 0.04% | -67.5% |
| ICVT | New | ISHARES TRconv bd etf | $101,743 | – | 1,465 | +100.0% | 0.04% | – |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $101,244 | +16.4% | 719 | -1.5% | 0.04% | +9.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $96,998 | +10.2% | 640 | -8.6% | 0.04% | +6.1% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $97,824 | -21.7% | 2,069 | -26.9% | 0.04% | -27.1% |
| FALN | Sell | ISHARES TRfaln angls usd | $96,041 | -79.4% | 3,903 | -80.0% | 0.03% | -80.9% |
| IFRA | Buy | ISHARES TRus infrastruc | $94,896 | +3063.2% | 2,617 | +2543.4% | 0.03% | +3300.0% |
| INTF | Buy | ISHARES TRintl eqty factor | $92,524 | +56.8% | 3,761 | +33.5% | 0.03% | +50.0% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $88,684 | +18.2% | 903 | 0.0% | 0.03% | +10.3% | |
| SUB | New | ISHARES TRshrt nat mun etf | $88,004 | – | 844 | +100.0% | 0.03% | – |
| XLB | SELECT SECTOR SPDR TRsbi materials | $85,759 | +14.3% | 1,104 | 0.0% | 0.03% | +6.9% | |
| PALC | Buy | PACER FDS TRlunt lrgcp multi | $85,333 | +52.4% | 2,427 | +37.4% | 0.03% | +47.6% |
| EMGF | Sell | ISHARES INCmsci emerg mkt | $80,085 | -27.9% | 1,951 | -32.7% | 0.03% | -31.0% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $80,863 | -10.2% | 1,192 | -0.2% | 0.03% | -14.7% |
| JPME | Buy | J P MORGAN EXCHANGE TRADED Fdiversfed rtrn | $81,312 | +35.5% | 966 | +23.5% | 0.03% | +26.1% |
| WELL | Buy | WELLTOWER INC | $79,877 | +320.4% | 1,219 | +318.9% | 0.03% | +314.3% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $74,595 | -5.6% | 307 | -12.3% | 0.03% | -10.0% |
| STAA | STAAR SURGICAL CO | $72,810 | -31.3% | 1,500 | 0.0% | 0.03% | -35.0% | |
| NFLX | Buy | NETFLIX INC | $71,066 | +48.1% | 241 | +19.3% | 0.03% | +44.4% |
| AMGN | Sell | AMGEN INC | $72,225 | +16.5% | 275 | -0.7% | 0.03% | +8.3% |
| CAT | Sell | CATERPILLAR INC | $69,472 | +44.7% | 290 | -0.3% | 0.02% | +38.9% |
| AMAT | APPLIED MATLS INC | $69,627 | +18.0% | 715 | 0.0% | 0.02% | +13.6% | |
| GILD | Sell | GILEAD SCIENCES INC | $70,474 | +30.5% | 821 | -6.0% | 0.02% | +19.0% |
| DLN | WISDOMTREE TRus largecap divd | $66,906 | +11.5% | 1,080 | 0.0% | 0.02% | +4.3% | |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $67,518 | -4.9% | 478 | -14.6% | 0.02% | -11.1% |
| OMFS | Buy | INVESCO EXCH TRD SLF IDX FDrusl 2000 dynm | $65,626 | +39.6% | 1,920 | +28.8% | 0.02% | +33.3% |
| FB | Buy | META PLATFORMS INCcl a | $65,104 | +35.6% | 541 | +52.4% | 0.02% | +27.8% |
| GENERAL ELECTRIC CO | $63,345 | +34.8% | 756 | 0.0% | 0.02% | +27.8% | ||
| HON | Sell | HONEYWELL INTL INC | $63,974 | +14.2% | 299 | -11.0% | 0.02% | +9.5% |
| ALLE | ALLEGION PLC | $63,156 | +17.0% | 600 | 0.0% | 0.02% | +9.5% | |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $62,623 | +49.1% | 629 | +54.5% | 0.02% | +37.5% |
| IWN | ISHARES TRrus 2000 val etf | $61,015 | +7.0% | 440 | 0.0% | 0.02% | 0.0% | |
| FLRN | Sell | SPDR SER TRbloomberg invt | $61,570 | -0.7% | 2,026 | -0.6% | 0.02% | -8.3% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $58,687 | +3.0% | 1,065 | +0.6% | 0.02% | -4.5% |
| MGV | VANGUARD WORLD FDmega cap val etf | $58,110 | +13.9% | 565 | 0.0% | 0.02% | +10.5% | |
| BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $59,524 | +6.3% | 1,489 | -5.0% | 0.02% | 0.0% |
| BCE | Buy | BCE INC | $57,197 | +14.4% | 1,301 | +10.1% | 0.02% | +10.5% |
| AOM | Buy | ISHARES TRmodert alloc etf | $57,778 | +5.1% | 1,520 | +1.5% | 0.02% | 0.0% |
| MGK | VANGUARD WORLD FDmega grwth ind | $55,923 | -1.9% | 325 | 0.0% | 0.02% | -9.1% | |
| KO | Sell | COCA COLA CO | $56,079 | +10.0% | 882 | -2.2% | 0.02% | +5.3% |
| JPM | JPMORGAN CHASE & CO | $55,138 | +28.2% | 411 | 0.0% | 0.02% | +25.0% | |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION | $54,396 | +13.3% | 4,710 | +2.6% | 0.02% | +11.1% |
| CLX | Sell | CLOROX CO DEL | $53,045 | +8.3% | 378 | -0.8% | 0.02% | 0.0% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $49,857 | -39.2% | 525 | -44.7% | 0.02% | -41.9% |
| SO | Sell | SOUTHERN CO | $49,552 | -2.8% | 694 | -6.6% | 0.02% | -5.3% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $49,820 | -4.2% | 209 | -8.7% | 0.02% | -10.0% |
| Buy | NAVITAS SEMICONDUCTOR CORP | $49,140 | +11.7% | 14,000 | +55.6% | 0.02% | +5.9% | |
| JAAA | Sell | JANUS DETROIT STR TRhendrson aaa cl | $49,211 | +0.4% | 999 | -0.5% | 0.02% | -5.3% |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $47,541 | +8.0% | 1,150 | 0.0% | 0.02% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $46,159 | +15.4% | 1,119 | 0.0% | 0.02% | +13.3% | |
| IEFA | Sell | ISHARES TRcore msci eafe | $46,353 | -58.2% | 752 | -64.2% | 0.02% | -59.5% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $47,976 | +14.2% | 721 | +1.4% | 0.02% | +6.2% |
| CM | Sell | CANADIAN IMPERIAL BK COMM TO | $48,381 | -13.6% | 1,196 | -6.3% | 0.02% | -19.0% |
| UBSI | UNITED BANKSHARES INC WEST V | $45,794 | +14.5% | 1,131 | 0.0% | 0.02% | +6.7% | |
| NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $44,609 | +11.5% | 740 | -5.1% | 0.02% | +6.7% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $43,902 | -12.2% | 519 | -18.1% | 0.02% | -15.8% |
| SPSB | Sell | SPDR SER TRportfolio short | $44,951 | -0.1% | 1,530 | -0.5% | 0.02% | -5.9% |
| MDT | Buy | MEDTRONIC PLC | $43,606 | +32.1% | 561 | +36.2% | 0.02% | +23.1% |
| UL | Sell | UNILEVER PLCspon adr new | $44,953 | +7.0% | 893 | -5.8% | 0.02% | 0.0% |
| OTIS | OTIS WORLDWIDE CORP | $43,775 | +21.6% | 559 | 0.0% | 0.02% | +14.3% | |
| IAGG | Sell | ISHARES TRcore intl aggr | $42,985 | -31.8% | 904 | -30.4% | 0.02% | -37.5% |
| MMM | Sell | 3M CO | $40,588 | +6.8% | 338 | -2.3% | 0.02% | +7.1% |
| ITM | Sell | VANECK ETF TRUSTintrmdt muni etf | $40,867 | -9.2% | 896 | -12.6% | 0.02% | -11.8% |
| BDX | BECTON DICKINSON & CO | $42,468 | +14.8% | 167 | 0.0% | 0.02% | +7.1% | |
| FLOT | New | ISHARES TRfltg rate nt etf | $40,818 | – | 811 | +100.0% | 0.02% | – |
| Buy | WOLFSPEED INC | $41,424 | +1.0% | 600 | +50.0% | 0.02% | -6.2% | |
| SKOR | Sell | FLEXSHARES TRcr scd us bd | $39,049 | -49.3% | 842 | -50.0% | 0.01% | -51.7% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $38,766 | +14.0% | 117 | 0.0% | 0.01% | +7.7% | |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $38,095 | +0.2% | 511 | -10.5% | 0.01% | 0.0% |
| JEMA | Buy | J P MORGAN EXCHANGE TRADED Factivebldrs emer | $38,737 | +61.4% | 1,139 | +48.7% | 0.01% | +55.6% |
| SLB | Buy | SCHLUMBERGER LTD | $39,614 | +260.1% | 741 | +145.4% | 0.01% | +250.0% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $38,216 | +23.3% | 756 | +22.5% | 0.01% | +16.7% |
| MFC | MANULIFE FINL CORP | $38,142 | +12.2% | 2,138 | 0.0% | 0.01% | +7.7% | |
| IWO | ISHARES TRrus 2000 grw etf | $37,326 | +3.7% | 174 | 0.0% | 0.01% | -7.1% | |
| JMBS | Sell | JANUS DETROIT STR TRhenderson mtg | $35,050 | -49.2% | 771 | -50.0% | 0.01% | -50.0% |
| KR | Buy | KROGER CO | $35,619 | +122.6% | 799 | +117.1% | 0.01% | +116.7% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $36,871 | +5.3% | 782 | +0.5% | 0.01% | 0.0% |
| JNK | Sell | SPDR SER TRbloomberg high y | $36,887 | -68.2% | 410 | -69.0% | 0.01% | -70.5% |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $36,750 | -0.7% | 1,794 | -0.6% | 0.01% | -7.1% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $36,279 | +0.8% | 344 | -1.7% | 0.01% | -7.1% |
| TIP | Sell | ISHARES TRtips bd etf | $37,534 | -92.7% | 353 | -92.8% | 0.01% | -93.4% |
| D | Buy | DOMINION ENERGY INC | $37,520 | +10.4% | 612 | +23.1% | 0.01% | 0.0% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $36,797 | +360.0% | 1,317 | +358.9% | 0.01% | +333.3% |
| PNFP | PINNACLE FINL PARTNERS INC | $33,250 | -10.1% | 453 | 0.0% | 0.01% | -14.3% | |
| EUSB | New | ISHARES TResg adv ttl usd | $33,422 | – | 792 | +100.0% | 0.01% | – |
| INGR | Buy | INGREDION INC | $34,667 | +246.7% | 354 | +172.3% | 0.01% | +200.0% |
| KGC | KINROSS GOLD CORP | $32,720 | +9.1% | 8,000 | 0.0% | 0.01% | +9.1% | |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $33,508 | -50.0% | 647 | -50.0% | 0.01% | -52.0% |
| MELI | MERCADOLIBRE INC | $33,850 | +2.6% | 40 | 0.0% | 0.01% | -7.7% | |
| DFS | Buy | DISCOVER FINL SVCS | $34,241 | +211.3% | 350 | +180.0% | 0.01% | +200.0% |
| VOO | Sell | VANGUARD INDEX FDS | $34,080 | -85.0% | 97 | -85.9% | 0.01% | -86.0% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $34,056 | +0.2% | 2,415 | -5.7% | 0.01% | -7.7% |
| GIS | Sell | GENERAL MLS INC | $34,266 | +3.8% | 409 | -5.8% | 0.01% | -7.7% |
| AFL | AFLAC INC | $30,646 | +27.7% | 426 | 0.0% | 0.01% | +22.2% | |
| APH | AMPHENOL CORP NEWcl a | $30,456 | +12.8% | 400 | 0.0% | 0.01% | +10.0% | |
| GLW | CORNING INC | $31,844 | +9.8% | 997 | 0.0% | 0.01% | 0.0% | |
| CCI | Sell | CROWN CASTLE INC | $31,952 | -11.2% | 236 | -5.6% | 0.01% | -21.4% |
| CMI | CUMMINS INC | $31,255 | +20.2% | 129 | 0.0% | 0.01% | +10.0% | |
| ETO | EATON VANCE TAX-ADVANTAGED G | $29,316 | +4.7% | 1,400 | 0.0% | 0.01% | 0.0% | |
| HWM | HOWMET AEROSPACE INC | $31,528 | +26.1% | 800 | 0.0% | 0.01% | +10.0% | |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $30,362 | -48.5% | 317 | -48.8% | 0.01% | -50.0% |
| ESGE | Sell | ISHARES INCesg awr msci em | $31,196 | -86.8% | 1,037 | -87.9% | 0.01% | -87.8% |
| MET | METLIFE INC | $31,698 | +17.4% | 438 | 0.0% | 0.01% | +10.0% | |
| Buy | WARNER BROS DISCOVERY INC | $26,762 | +11.5% | 2,823 | +33.2% | 0.01% | +11.1% | |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $27,522 | -53.4% | 476 | -53.5% | 0.01% | -54.5% |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $26,633 | -16.8% | 2,632 | -6.1% | 0.01% | -16.7% |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $27,755 | +11.0% | 220 | 0.0% | 0.01% | 0.0% | |
| PSA | Sell | PUBLIC STORAGE | $28,019 | -55.5% | 100 | -53.7% | 0.01% | -58.3% |
| IYE | Sell | ISHARES TRu.s. energy etf | $28,974 | -88.4% | 623 | -90.2% | 0.01% | -89.5% |
| CRM | SALESFORCE INC | $26,518 | -8.6% | 200 | 0.0% | 0.01% | -9.1% | |
| TRP | Sell | TC ENERGY CORP | $24,017 | -7.6% | 603 | -5.6% | 0.01% | -10.0% |
| EVT | EATON VANCE TAX ADVT DIV INC | $23,712 | +3.1% | 1,040 | 0.0% | 0.01% | 0.0% | |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $24,237 | +21.2% | 897 | +15.6% | 0.01% | +12.5% |
| IEMG | Sell | ISHARES INCcore msci emkt | $26,105 | -33.1% | 559 | -39.0% | 0.01% | -40.0% |
| DEI | Buy | DOUGLAS EMMETT INC | $26,029 | +225.4% | 1,660 | +253.2% | 0.01% | +200.0% |
| BSTZ | Buy | BLACKROCK SCIENCE & TECHNOLO | $25,372 | -9.4% | 1,622 | +3.5% | 0.01% | -18.2% |
| MCD | MCDONALDS CORP | $25,826 | +12.3% | 98 | 0.0% | 0.01% | 0.0% | |
| BA | BOEING CO | $23,811 | +58.7% | 125 | 0.0% | 0.01% | +50.0% | |
| INTC | Buy | INTEL CORP | $24,170 | +0.7% | 914 | +0.1% | 0.01% | 0.0% |
| PPL | Sell | PPL CORP | $23,704 | +7.7% | 811 | -6.5% | 0.01% | +12.5% |
| WY | WEYERHAEUSER CO MTN BE | $21,028 | +10.7% | 678 | 0.0% | 0.01% | +14.3% | |
| IRT | INDEPENDENCE RLTY TR INC | $21,075 | +0.4% | 1,250 | 0.0% | 0.01% | 0.0% | |
| ETR | Sell | ENTERGY CORP NEW | $23,513 | +2.2% | 209 | -7.5% | 0.01% | -11.1% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $22,345 | -10.6% | 173 | 0.0% | 0.01% | -20.0% | |
| FDHY | Sell | FIDELITY COVINGTON TRUSThigh yild etf | $23,366 | -46.9% | 508 | -48.5% | 0.01% | -52.9% |
| DON | WISDOMTREE TRus midcap divid | $23,450 | +11.7% | 570 | 0.0% | 0.01% | 0.0% | |
| PETS | Buy | PETMED EXPRESS INC | $23,408 | +290.1% | 1,323 | +321.3% | 0.01% | +300.0% |
| EWRE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $23,370 | +37.5% | 760 | +36.4% | 0.01% | +33.3% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $22,391 | +12.0% | 141 | 0.0% | 0.01% | 0.0% | |
| USB | Sell | US BANCORP DEL | $20,908 | +4.5% | 479 | -5.0% | 0.01% | 0.0% |
| PRU | PRUDENTIAL FINL INC | $22,478 | +18.3% | 226 | 0.0% | 0.01% | +14.3% | |
| VSDA | Sell | VICTORY PORTFOLIOS II | $18,976 | -44.2% | 425 | -50.0% | 0.01% | -46.2% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $19,628 | -6.5% | 414 | -6.8% | 0.01% | -12.5% |
| UNP | UNION PAC CORP | $18,151 | +6.8% | 88 | 0.0% | 0.01% | +16.7% | |
| USTB | Sell | VICTORY PORTFOLIOS II | $20,429 | +2.1% | 420 | -0.5% | 0.01% | -12.5% |
| LTHM | LIVENT CORP | $18,877 | -34.9% | 950 | 0.0% | 0.01% | -36.4% | |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $19,085 | -48.4% | 428 | -49.0% | 0.01% | -50.0% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $20,793 | +4.0% | 339 | -4.2% | 0.01% | -12.5% |
| COST | Sell | COSTCO WHSL CORP NEW | $18,745 | -25.0% | 41 | -22.6% | 0.01% | -30.0% |
| QSR | Buy | RESTAURANT BRANDS INTL INC | $19,272 | +221.2% | 298 | +175.9% | 0.01% | +250.0% |
| TGT | Buy | TARGET CORP | $18,777 | -1.2% | 126 | +0.8% | 0.01% | 0.0% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $19,718 | -1.4% | 577 | -12.7% | 0.01% | -12.5% |
| RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $20,361 | -76.9% | 761 | -79.0% | 0.01% | -78.8% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $19,632 | -43.9% | 1,756 | -41.2% | 0.01% | -46.2% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $19,717 | -1.4% | 915 | -6.2% | 0.01% | -12.5% |
| DES | WISDOMTREE TRus smallcap divd | $18,600 | +9.4% | 654 | 0.0% | 0.01% | +16.7% | |
| O | REALTY INCOME CORP | $19,536 | +8.5% | 308 | 0.0% | 0.01% | 0.0% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $19,423 | +288.5% | 1,217 | +169.2% | 0.01% | +250.0% |
| IXN | Sell | ISHARES TRglobal tech etf | $20,488 | -91.1% | 457 | -91.6% | 0.01% | -92.0% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $18,122 | +13.3% | 134 | 0.0% | 0.01% | +16.7% | |
| DGS | WISDOMTREE TRemg mkts smcap | $20,763 | +9.3% | 472 | 0.0% | 0.01% | 0.0% | |
| LQDH | Sell | ISHARES U S ETF TRint rt hdg c b | $20,270 | -66.8% | 224 | -67.2% | 0.01% | -69.6% |
| FBHS | Buy | FORTUNE BRANDS INNOVATIONS I | $19,760 | +182.3% | 346 | +183.6% | 0.01% | +133.3% |
| VNQ | VANGUARD INDEX FDSreal estate etf | $19,300 | +1.6% | 234 | 0.0% | 0.01% | 0.0% | |
| WMB | Sell | WILLIAMS COS INC | $17,460 | +9.1% | 531 | -7.2% | 0.01% | 0.0% |
| DSI | New | ISHARES TRmsci kld400 soc | $17,373 | – | 242 | +100.0% | 0.01% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $15,611 | – | 161 | +100.0% | 0.01% | – |
| TMUS | T-MOBILE US INC | $18,060 | +6.2% | 129 | 0.0% | 0.01% | 0.0% | |
| BUG | Buy | GLOBAL X FDScybrscurty etf | $16,206 | -10.0% | 781 | +7.1% | 0.01% | -14.3% |
| CGC | Sell | CANOPY GROWTH CORP | $16,276 | -14.3% | 7,046 | -1.1% | 0.01% | -14.3% |
| AZN | ASTRAZENECA PLCsponsored adr | $17,357 | +24.0% | 256 | 0.0% | 0.01% | +20.0% | |
| XMPT | Sell | VANECK ETF TRUST | $17,781 | +4.6% | 828 | -0.4% | 0.01% | 0.0% |
| MA | MASTERCARD INCORPORATEDcl a | $18,082 | +20.5% | 52 | 0.0% | 0.01% | 0.0% | |
| WM | WASTE MGMT INC DEL | $16,319 | -4.0% | 104 | 0.0% | 0.01% | 0.0% | |
| WPM | WHEATON PRECIOUS METALS CORP | $17,820 | +18.8% | 456 | 0.0% | 0.01% | 0.0% | |
| CZR | Buy | CAESARS ENTERTAINMENT INC NE | $16,682 | +233.6% | 401 | +172.8% | 0.01% | +200.0% |
| OGE | OGE ENERGY CORP | $15,820 | +5.5% | 400 | 0.0% | 0.01% | 0.0% | |
| PGR | PROGRESSIVE CORP | $17,381 | +8.6% | 134 | 0.0% | 0.01% | 0.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $15,459 | +3.1% | 86 | 0.0% | 0.01% | 0.0% | |
| MLN | Buy | VANECK ETF TRUSTlong muni etf | $12,851 | +114.2% | 736 | +107.3% | 0.01% | +150.0% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $13,177 | +9.8% | 97 | 0.0% | 0.01% | 0.0% | |
| EMR | EMERSON ELEC CO | $12,584 | +25.8% | 131 | 0.0% | 0.01% | +25.0% | |
| USO | UNITED STS OIL FD LPunits | $13,461 | +3.5% | 192 | 0.0% | 0.01% | 0.0% | |
| ZTS | ZOETIS INCcl a | $13,658 | -2.4% | 93 | 0.0% | 0.01% | 0.0% | |
| EDOC | Buy | GLOBAL X FDStelmdc&dig etf | $13,491 | +68.6% | 1,165 | +65.7% | 0.01% | +66.7% |
| THG | HANOVER INS GROUP INC | $13,513 | +3.9% | 100 | 0.0% | 0.01% | 0.0% | |
| CLOU | Buy | GLOBAL X FDS | $12,584 | +4.9% | 785 | +8.1% | 0.01% | 0.0% |
| HDV | Sell | ISHARES TRcore high dv etf | $14,385 | -96.6% | 138 | -97.1% | 0.01% | -96.9% |
| FSK | FS KKR CAP CORP | $15,103 | +0.7% | 863 | 0.0% | 0.01% | -16.7% | |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $14,319 | -96.6% | 185 | -96.7% | 0.01% | -96.9% |
| SNSR | Sell | GLOBAL X FDSinternet of thng | $12,778 | +6.5% | 442 | -6.9% | 0.01% | 0.0% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $12,620 | +152.4% | 168 | +180.0% | 0.01% | +150.0% |
| CNQ | CANADIAN NAT RES LTD | $12,605 | +14.6% | 227 | 0.0% | 0.01% | +25.0% | |
| DRIV | Buy | GLOBAL X FDSautonmous ev etf | $12,558 | +14.2% | 632 | +20.8% | 0.01% | +25.0% |
| NVO | NOVO-NORDISK A Sadr | $14,075 | +40.8% | 104 | 0.0% | 0.01% | +25.0% | |
| GM | GENERAL MTRS CO | $12,783 | +6.5% | 380 | 0.0% | 0.01% | 0.0% | |
| F | Sell | FORD MTR CO DEL | $14,451 | -19.7% | 1,243 | -21.6% | 0.01% | -28.6% |
| GD | GENERAL DYNAMICS CORP | $13,398 | +21.8% | 54 | 0.0% | 0.01% | +25.0% | |
| ICF | Sell | ISHARES TRcohen steer reit | $15,246 | -47.4% | 278 | -48.9% | 0.01% | -54.5% |
| ITW | ILLINOIS TOOL WKS INC | $15,201 | +26.7% | 69 | 0.0% | 0.01% | 0.0% | |
| USXF | New | ISHARES TResg msci usa etf | $13,889 | – | 453 | +100.0% | 0.01% | – |
| ROK | ROCKWELL AUTOMATION INC | $10,045 | +25.6% | 39 | 0.0% | 0.00% | +33.3% | |
| DLR | Sell | DIGITAL RLTY TR INC | $10,916 | -0.8% | 109 | -6.0% | 0.00% | 0.0% |
| EBIZ | Sell | GLOBAL X FDS | $9,779 | -2.2% | 604 | -4.0% | 0.00% | 0.0% |
| SJNK | Sell | SPDR SER TRbloomberg sht te | $11,466 | -11.8% | 473 | -10.2% | 0.00% | -20.0% |
| CDNS | CADENCE DESIGN SYSTEM INC | $12,209 | +1.7% | 76 | 0.0% | 0.00% | -20.0% | |
| NET | CLOUDFLARE INC | $10,398 | -20.0% | 230 | 0.0% | 0.00% | -20.0% | |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $11,271 | -13.3% | 129 | -27.9% | 0.00% | -20.0% |
| CCL | CARNIVAL CORP | $9,874 | +9.7% | 1,225 | 0.0% | 0.00% | +33.3% | |
| SUSC | New | ISHARES TResg awre usd etf | $11,550 | – | 518 | +100.0% | 0.00% | – |
| HYDB | New | ISHARES TRhigh yld bd fctr | $10,891 | – | 250 | +100.0% | 0.00% | – |
| SWKS | SKYWORKS SOLUTIONS INC | $10,115 | +12.4% | 111 | 0.0% | 0.00% | +33.3% | |
| FYBR | FRONTIER COMMUNICATIONS PARE | $10,217 | +13.5% | 401 | 0.0% | 0.00% | +33.3% | |
| JACOBS SOLUTIONS INC | $11,647 | +5.9% | 97 | 0.0% | 0.00% | 0.0% | ||
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $12,221 | +35.8% | 499 | +39.0% | 0.00% | +33.3% |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $11,404 | +185.1% | 541 | +149.3% | 0.00% | +100.0% | |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $10,343 | +14.9% | 138 | 0.0% | 0.00% | +33.3% | |
| MU | MICRON TECHNOLOGY INC | $9,996 | -0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $12,248 | +53.1% | 160 | +52.4% | 0.00% | +33.3% |
| INTU | INTUIT | $10,509 | +5.1% | 27 | 0.0% | 0.00% | 0.0% | |
| VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $11,963 | +8.8% | 170 | 0.0% | 0.00% | 0.0% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $11,203 | +1.8% | 149 | 0.0% | 0.00% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $11,964 | -0.3% | 496 | 0.0% | 0.00% | -20.0% | |
| PEBO | Buy | PEOPLES BANCORP INC | $10,859 | +262.0% | 384 | +312.9% | 0.00% | +300.0% |
| PFIS | PEOPLES FINL SVCS CORP | $12,182 | +10.7% | 235 | 0.0% | 0.00% | 0.0% | |
| SMB | Sell | VANECK ETF TRUSTvaneck shrt muni | $12,019 | -36.7% | 712 | -37.7% | 0.00% | -42.9% |
| AOA | Buy | ISHARES TRaggres alloc etf | $9,753 | +39.3% | 163 | +35.8% | 0.00% | +33.3% |
| LCTU | New | BLACKROCK ETF TRUSTus carbon trans | $11,411 | – | 269 | +100.0% | 0.00% | – |
| FINX | Buy | GLOBAL X FDSfintech etf | $11,954 | -0.4% | 621 | +6.9% | 0.00% | -20.0% |
| FVD | FIRST TR VALUE LINE DIVID IN | $8,860 | +10.8% | 222 | 0.0% | 0.00% | 0.0% | |
| UTHR | UNITED THERAPEUTICS CORP DEL | $8,065 | +34.4% | 29 | 0.0% | 0.00% | +50.0% | |
| ITOT | ISHARES TRcore s&p ttl stk | $9,413 | +4.6% | 111 | 0.0% | 0.00% | 0.0% | |
| SCZ | ISHARES TReafe sml cp etf | $7,060 | +17.7% | 125 | 0.0% | 0.00% | +50.0% | |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $8,306 | -83.4% | 63 | -84.0% | 0.00% | -84.2% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $8,022 | +0.3% | 40 | 0.0% | 0.00% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $8,016 | +14.5% | 91 | 0.0% | 0.00% | 0.0% | |
| DMXF | New | ISHARES TResg eafe etf | $8,412 | – | 155 | +100.0% | 0.00% | – |
| ESML | New | ISHARES TResg aware msci | $8,187 | – | 249 | +100.0% | 0.00% | – |
| APD | AIR PRODS & CHEMS INC | $8,940 | +27.7% | 29 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS | $7,959 | -0.5% | 211 | 0.0% | 0.00% | 0.0% | |
| ESGD | Sell | ISHARES TResg aw msci eafe | $7,034 | -21.8% | 107 | -36.7% | 0.00% | 0.0% |
| SPLB | Sell | SPDR SER TRportfolio ln cor | $7,522 | -31.6% | 335 | -36.2% | 0.00% | -25.0% |
| STWD | STARWOOD PPTY TR INC | $8,578 | -4.7% | 468 | 0.0% | 0.00% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS | $7,215 | +3.1% | 10 | 0.0% | 0.00% | 0.0% | |
| DG | Sell | DOLLAR GEN CORP NEW | $8,456 | -6.0% | 34 | -5.6% | 0.00% | 0.0% |
| DLTR | DOLLAR TREE INC | $8,345 | +4.3% | 59 | 0.0% | 0.00% | 0.0% | |
| XLC | Sell | SELECT SECTOR SPDR TR | $7,015 | -22.1% | 146 | -22.8% | 0.00% | 0.0% |
| AMD | ADVANCED MICRO DEVICES INC | $7,513 | +7.3% | 116 | 0.0% | 0.00% | 0.0% | |
| IXG | Sell | ISHARES TRglobal finls etf | $8,504 | -95.6% | 121 | -96.1% | 0.00% | -95.9% |
| OMFL | Sell | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $7,858 | -34.5% | 183 | -41.2% | 0.00% | -40.0% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $7,648 | -30.5% | 191 | -32.0% | 0.00% | -25.0% |
| TSLA | TESLA INC | $8,499 | -52.8% | 69 | 0.0% | 0.00% | -57.1% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $7,168 | -34.8% | 13 | -40.9% | 0.00% | -25.0% |
| DXCM | DEXCOM INC | $9,512 | +35.9% | 84 | 0.0% | 0.00% | 0.0% | |
| TOLZ | PROSHARES TRdj brkfld glb | $7,782 | +11.2% | 175 | 0.0% | 0.00% | 0.0% | |
| SPIP | Sell | SPDR SER TRportfli tips etf | $7,652 | -4.4% | 297 | -10.5% | 0.00% | 0.0% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $7,521 | -6.0% | 236 | -4.8% | 0.00% | 0.0% |
| AAL | AMERICAN AIRLS GROUP INC | $6,996 | -0.1% | 550 | 0.0% | 0.00% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $9,295 | +16.2% | 277 | 0.0% | 0.00% | 0.0% | |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $7,190 | -34.6% | 27 | -37.2% | 0.00% | -25.0% |
| PWR | QUANTA SVCS INC | $8,265 | +18.1% | 58 | 0.0% | 0.00% | 0.0% | |
| CBRE | CBRE GROUP INCcl a | $4,541 | +13.5% | 59 | 0.0% | 0.00% | 0.0% | |
| DOCU | Buy | DOCUSIGN INC | $5,099 | +70.0% | 92 | +87.8% | 0.00% | +100.0% |
| OGN | Sell | ORGANON & CO | $5,546 | +10.9% | 199 | -14.2% | 0.00% | 0.0% |
| PHB | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $4,468 | +11.7% | 261 | 0.0% | 0.00% | 0.0% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $5,465 | -8.9% | 117 | 0.0% | 0.00% | 0.0% | |
| WRB | BERKLEY W R CORP | $5,443 | +8.9% | 75 | 0.0% | 0.00% | 0.0% | |
| PHM | PULTE GROUP INC | $5,782 | +15.6% | 127 | 0.0% | 0.00% | 0.0% | |
| HSY | Sell | HERSHEY CO | $6,488 | +8.1% | 28 | -3.4% | 0.00% | 0.0% |
| PNC | PNC FINL SVCS GROUP INC | $6,160 | +2.7% | 39 | 0.0% | 0.00% | 0.0% | |
| STT | STATE STR CORP | $4,266 | +42.2% | 55 | 0.0% | 0.00% | +100.0% | |
| LAMR | LAMAR ADVERTISING CO NEWcl a | $4,531 | +13.3% | 48 | 0.0% | 0.00% | 0.0% | |
| SU | SUNCOR ENERGY INC NEW | $5,458 | +9.2% | 172 | 0.0% | 0.00% | 0.0% | |
| SA | SEABRIDGE GOLD INC | $5,032 | +0.6% | 400 | 0.0% | 0.00% | 0.0% | |
| SNPS | SYNOPSYS INC | $4,470 | +11.8% | 14 | 0.0% | 0.00% | 0.0% | |
| HUM | HUMANA INC | $6,658 | +11.0% | 13 | 0.0% | 0.00% | 0.0% | |
| URI | UNITED RENTALS INC | $5,331 | +33.3% | 15 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC | $5,376 | +7.5% | 44 | 0.0% | 0.00% | 0.0% | |
| BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $6,350 | +5.8% | 309 | -12.5% | 0.00% | 0.0% |
| SNY | SANOFIsponsored adr | $6,054 | +21.1% | 125 | 0.0% | 0.00% | 0.0% | |
| SAND | SANDSTORM GOLD LTD | $5,839 | -2.7% | 1,110 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC | $5,393 | +34.8% | 46 | 0.0% | 0.00% | 0.0% | |
| VRSK | VERISK ANALYTICS INC | $4,234 | +5.8% | 24 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC | $5,312 | +32.8% | 83 | 0.0% | 0.00% | 0.0% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $5,113 | +2.3% | 89 | 0.0% | 0.00% | 0.0% | |
| XEL | XCEL ENERGY INC | $5,963 | +19.3% | 85 | 0.0% | 0.00% | 0.0% | |
| HERO | Sell | GLOBAL X FDSvdeo gam esprt | $4,838 | -19.4% | 258 | -28.5% | 0.00% | 0.0% |
| FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $4,303 | +7.6% | 47 | 0.0% | 0.00% | 0.0% | |
| SHM | SPDR SER TRnuveen blmbrg sh | $6,716 | -4.1% | 143 | 0.0% | 0.00% | -33.3% | |
| IVOL | Sell | KRANESHARES TRquadrtc int rt | $6,873 | -77.8% | 304 | -78.3% | 0.00% | -83.3% |
| NVR | NVR INC | $4,613 | +15.3% | 1 | 0.0% | 0.00% | 0.0% | |
| ANTM | ELEVANCE HEALTH INC | $6,216 | +24.3% | 12 | 0.0% | 0.00% | 0.0% | |
| NNN | NATIONAL RETAIL PROPERTIES I | $4,347 | +8.7% | 95 | 0.0% | 0.00% | 0.0% | |
| SHYD | Buy | VANECK ETF TRUSTshrt hgh yld mun | $6,948 | -0.7% | 312 | +0.6% | 0.00% | -33.3% |
| WSO | WATSCO INC | $4,489 | -10.2% | 18 | 0.0% | 0.00% | 0.0% | |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $6,005 | -45.4% | 225 | -50.0% | 0.00% | -50.0% |
| KEY | Buy | KEYCORP | $6,823 | +13.7% | 392 | +1.3% | 0.00% | 0.0% |
| MAR | MARRIOTT INTL INC NEWcl a | $4,764 | +19.1% | 32 | 0.0% | 0.00% | 0.0% | |
| FORM | FORMFACTOR INC | $6,669 | -16.6% | 300 | 0.0% | 0.00% | -33.3% | |
| TRTN | TRITON INTL LTDcl a | $6,878 | +37.6% | 100 | 0.0% | 0.00% | 0.0% | |
| JD | JD.COM INCspon adr cl a | $5,613 | +12.3% | 100 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP | $4,369 | +9.2% | 68 | 0.0% | 0.00% | 0.0% | |
| JPIN | Sell | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $6,357 | -29.4% | 129 | -39.4% | 0.00% | -33.3% |
| TXN | Sell | TEXAS INSTRS INC | $4,791 | -56.4% | 29 | -60.8% | 0.00% | -50.0% |
| SPGI | S&P GLOBAL INC | $4,354 | +8.8% | 13 | 0.0% | 0.00% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $6,673 | +33.5% | 135 | 0.0% | 0.00% | 0.0% | |
| SPLK | SPLUNK INC | $4,305 | +7.6% | 50 | 0.0% | 0.00% | 0.0% | |
| HUN | HUNTSMAN CORP | $4,864 | +21.6% | 177 | 0.0% | 0.00% | 0.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $6,466 | +7.8% | 123 | 0.0% | 0.00% | 0.0% | |
| PLD | Buy | PROLOGIS INC. | $4,831 | +141.6% | 43 | +95.5% | 0.00% | +100.0% |
| ORLY | OREILLY AUTOMOTIVE INC | $4,220 | +5.5% | 5 | 0.0% | 0.00% | 0.0% | |
| SBUX | STARBUCKS CORP | $5,158 | +29.0% | 52 | 0.0% | 0.00% | 0.0% | |
| ARNC | ARCONIC CORPORATION | $4,232 | +41.1% | 200 | 0.0% | 0.00% | +100.0% | |
| SNA | SNAP ON INC | $5,941 | +18.8% | 26 | 0.0% | 0.00% | 0.0% | |
| IYH | New | ISHARES TRus hlthcare etf | $6,525 | – | 23 | +100.0% | 0.00% | – |
| MKC | MCCORMICK & CO INC | $4,893 | +22.3% | 59 | 0.0% | 0.00% | 0.0% | |
| VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $3,483 | +16.1% | 46 | 0.0% | 0.00% | 0.0% | |
| EMHY | ISHARES INCjp mrgn em hi bd | $3,637 | +21.2% | 104 | 0.0% | 0.00% | 0.0% | |
| EZU | ISHARES INCmsci eurzone etf | $3,948 | +31.6% | 100 | 0.0% | 0.00% | 0.0% | |
| ILMN | ILLUMINA INC | $2,224 | +11.2% | 11 | 0.0% | 0.00% | 0.0% | |
| IDXX | IDEXX LABS INC | $3,672 | +22.4% | 9 | 0.0% | 0.00% | 0.0% | |
| SHY | ISHARES TR1 3 yr treas bd | $1,705 | -14.8% | 21 | 0.0% | 0.00% | 0.0% | |
| HUBS | HUBSPOT INC | $2,891 | -3.6% | 10 | 0.0% | 0.00% | 0.0% | |
| HOLX | HOLOGIC INC | $3,591 | +19.7% | 48 | 0.0% | 0.00% | 0.0% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,401 | +20.0% | 19 | 0.0% | 0.00% | 0.0% | |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $2,724 | -69.7% | 37 | -69.2% | 0.00% | -66.7% |
| HTH | HILLTOP HOLDINGS INC | $1,591 | +59.1% | 53 | 0.0% | 0.00% | – | |
| IGSB | Sell | ISHARES TR | $3,868 | -92.7% | 78 | -92.7% | 0.00% | -95.0% |
| JKHY | HENRY JACK & ASSOC INC | $2,107 | +5.4% | 12 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $3,037 | +1.2% | 73 | 0.0% | 0.00% | 0.0% | |
| GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $3,029 | -39.4% | 107 | -44.8% | 0.00% | -50.0% |
| SUSB | New | ISHARES TResg awre 1 5 yr | $3,138 | – | 132 | +100.0% | 0.00% | – |
| EAOR | Buy | ISHARES TResg aware growth | $3,426 | +71.3% | 132 | +38.9% | 0.00% | 0.0% |
| Sell | KYNDRYL HLDGS INC | $1,535 | +53.5% | 138 | -1.4% | 0.00% | – | |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,603 | -13.2% | 13 | 0.0% | 0.00% | 0.0% | |
| LH | LABORATORY CORP AMER HLDGS | $3,297 | +9.9% | 14 | 0.0% | 0.00% | 0.0% | |
| LGI | LAZARD GLOBAL TOTAL RETURN & | $2,401 | +20.0% | 164 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $3,420 | -14.5% | 92 | 0.0% | 0.00% | -50.0% | |
| New | MASTERBRAND INC | $2,612 | – | 346 | +100.0% | 0.00% | – | |
| FNX | FIRST TR MID CAP CORE ALPHAD | $3,689 | +23.0% | 42 | 0.0% | 0.00% | 0.0% | |
| FXD | FIRST TR EXCHANGE TRADED FDconsumr discre | $2,312 | +15.6% | 48 | 0.0% | 0.00% | 0.0% | |
| AG | FIRST MAJESTIC SILVER CORP | $2,919 | -2.7% | 350 | 0.0% | 0.00% | 0.0% | |
| MCO | MOODYS CORP | $2,229 | +11.4% | 8 | 0.0% | 0.00% | 0.0% | |
| NWL | Sell | NEWELL BRANDS INC | $3,335 | -99.1% | 255 | -99.0% | 0.00% | -99.3% |
| NEM | NEWMONT CORP | $2,454 | +22.7% | 52 | 0.0% | 0.00% | 0.0% | |
| NWSA | NEWS CORP NEWcl a | $1,529 | +52.9% | 84 | 0.0% | 0.00% | – | |
| NKE | NIKE INCcl b | $3,159 | +58.0% | 27 | 0.0% | 0.00% | 0.0% | |
| FNB | F N B CORP | $3,510 | +17.0% | 269 | 0.0% | 0.00% | 0.0% | |
| NUE | Sell | NUCOR CORP | $1,977 | -1.2% | 15 | -16.7% | 0.00% | 0.0% |
| EXPD | EXPEDITORS INTL WASH INC | $1,871 | -6.4% | 18 | 0.0% | 0.00% | 0.0% | |
| NTR | Sell | NUTRIEN LTD | $4,163 | -70.3% | 57 | -66.5% | 0.00% | -80.0% |
| OCUP | OCUPHIRE PHARMA INC | $1,412 | +41.2% | 400 | 0.0% | 0.00% | – | |
| OXM | OXFORD INDS INC | $3,820 | -4.5% | 41 | 0.0% | 0.00% | -50.0% | |
| PMCBD | PHARMACYTE BIOTECH INC | $2,344 | +17.2% | 800 | 0.0% | 0.00% | 0.0% | |
| EIX | EDISON INTL | $3,054 | +1.8% | 48 | 0.0% | 0.00% | 0.0% | |
| PHILLIPS EDISON & CO INC | $3,884 | +29.5% | 122 | 0.0% | 0.00% | 0.0% | ||
| EBAY | EBAY INC. | $2,986 | -0.5% | 72 | 0.0% | 0.00% | 0.0% | |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $2,589 | -35.3% | 29 | -34.1% | 0.00% | -50.0% |
| PPSI | PIONEER PWR SOLUTIONS INC | $2,187 | +9.4% | 300 | 0.0% | 0.00% | 0.0% | |
| PLG | PLATINUM GROUP METALS LTD | $1,914 | -4.3% | 1,100 | 0.0% | 0.00% | 0.0% | |
| PLUG | PLUG POWER INC | $2,474 | -38.2% | 200 | 0.0% | 0.00% | -50.0% | |
| PBYI | PUMA BIOTECHNOLOGY INC | $2,961 | +48.0% | 700 | 0.0% | 0.00% | 0.0% | |
| QS | QUANTUMSCAPE CORP | $1,927 | -35.8% | 340 | 0.0% | 0.00% | 0.0% | |
| RGA | REINSURANCE GRP OF AMERICA I | $1,421 | +42.1% | 10 | 0.0% | 0.00% | – | |
| ROIC | RETAIL OPPORTUNITY INVTS COR | $4,058 | +1.4% | 270 | 0.0% | 0.00% | -50.0% | |
| RIO | RIO TINTO PLCsponsored adr | $3,062 | +53.1% | 43 | 0.0% | 0.00% | 0.0% | |
| DRAFTKINGS INC NEW | $1,948 | -35.1% | 171 | 0.0% | 0.00% | 0.0% | ||
| GLD | Sell | SPDR GOLD TR | $4,102 | -80.5% | 24 | -82.1% | 0.00% | -87.5% |
| DPZ | DOMINOS PIZZA INC | $2,078 | +3.9% | 6 | 0.0% | 0.00% | 0.0% | |
| DEO | DIAGEO PLCspon adr new | $3,920 | -2.0% | 22 | 0.0% | 0.00% | -50.0% | |
| CBRL | CRACKER BARREL OLD CTRY STOR | $2,747 | -8.4% | 29 | 0.0% | 0.00% | 0.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $2,846 | -5.1% | 12 | 0.0% | 0.00% | 0.0% | |
| COHERENT CORP | $3,510 | +17.0% | 100 | 0.0% | 0.00% | 0.0% | ||
| C | Buy | CITIGROUP INC | $2,111 | +5.6% | 47 | +2.2% | 0.00% | 0.0% |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $3,065 | +2.2% | 83 | 0.0% | 0.00% | 0.0% | |
| SSTI | SHOTSPOTTER INC | $2,706 | +35.3% | 80 | 0.0% | 0.00% | 0.0% | |
| SVM | SILVERCORP METALS INC | $1,900 | +90.0% | 642 | 0.0% | 0.00% | – | |
| SILV | SILVERCREST METALS INC | $2,100 | +5.0% | 350 | 0.0% | 0.00% | 0.0% | |
| BLCN | SIREN ETF TRnsd nxgn eco etf | $2,477 | -17.4% | 122 | 0.0% | 0.00% | 0.0% | |
| SONY | SONY GROUP CORPORATIONsponsored adr | $2,670 | +33.5% | 35 | 0.0% | 0.00% | 0.0% | |
| SR | SPIRE INC | $3,512 | +17.1% | 51 | 0.0% | 0.00% | 0.0% | |
| STM | STMICROELECTRONICS N Vny registry | $3,521 | +17.4% | 99 | 0.0% | 0.00% | 0.0% | |
| STOR | STORE CAP CORP | $4,008 | +0.2% | 125 | 0.0% | 0.00% | -50.0% | |
| SYY | SYSCO CORP | $3,211 | +7.0% | 42 | 0.0% | 0.00% | 0.0% | |
| TDG | TRANSDIGM GROUP INC | $2,519 | +26.0% | 4 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORP NEW | $3,645 | +21.5% | 11 | 0.0% | 0.00% | 0.0% | |
| TSN | TYSON FOODS INCcl a | $2,615 | -12.8% | 42 | 0.0% | 0.00% | 0.0% | |
| VFC | V F CORP | $1,850 | -7.5% | 67 | 0.0% | 0.00% | 0.0% | |
| BLK | BLACKROCK INC | $2,960 | +48.0% | 4 | 0.0% | 0.00% | 0.0% | |
| BIIB | BIOGEN INC | $2,215 | +10.8% | 8 | 0.0% | 0.00% | 0.0% | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $3,473 | +15.8% | 16 | 0.0% | 0.00% | 0.0% | |
| BIO | BIO RAD LABS INCcl a | $3,784 | -5.4% | 9 | 0.0% | 0.00% | -50.0% | |
| AVTR | AVANTOR INC | $1,413 | +41.3% | 67 | 0.0% | 0.00% | – | |
| VEEV | VEEVA SYS INC | $3,066 | +2.2% | 19 | 0.0% | 0.00% | 0.0% | |
| VO | VANGUARD INDEX FDSmid cap etf | $2,650 | +32.5% | 13 | 0.0% | 0.00% | 0.0% | |
| BLOK | AMPLIFY ETF TRblockchain ldr | $2,192 | -26.9% | 145 | 0.0% | 0.00% | 0.0% | |
| VTRS | VIATRIS INC | $1,491 | +49.1% | 134 | 0.0% | 0.00% | – | |
| VSH | VISHAY INTERTECHNOLOGY INC | $2,092 | +4.6% | 97 | 0.0% | 0.00% | 0.0% | |
| VMW | Sell | VMWARE INC | $2,455 | -64.9% | 20 | -68.3% | 0.00% | -66.7% |
| WAB | WABTEC | $3,094 | +3.1% | 31 | 0.0% | 0.00% | 0.0% | |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $3,922 | -69.8% | 147 | -72.9% | 0.00% | -80.0% |
| YUMC | YUM CHINA HLDGS INC | $2,951 | -1.6% | 54 | 0.0% | 0.00% | 0.0% | |
| HZNP | HORIZON THERAPEUTICS PUB L | $2,845 | +42.2% | 25 | 0.0% | 0.00% | 0.0% | |
| SGOL | ABRDN GOLD ETF TRUST | $3,931 | -1.7% | 225 | 0.0% | 0.00% | -50.0% | |
| CRNT | CERAGON NETWORKS LTDord | $1,652 | -17.4% | 865 | 0.0% | 0.00% | 0.0% | |
| HYLB | Sell | DBX ETF TRxtrack usd high | $539 | -73.0% | 16 | -69.2% | 0.00% | -100.0% |
| DNMR | Sell | DANIMER SCIENTIFIC INC | $18 | – | 10 | -50.0% | 0.00% | – |
| COG | COTERRA ENERGY INC | $491 | -50.9% | 20 | 0.0% | 0.00% | – | |
| TLRY | TILRAY BRANDS INC | $188 | – | 70 | 0.0% | 0.00% | – | |
| CRUWS | Exit | CRUCIBLE ACQUISITION CORP*w exp 12/26/202 | $0 | – | -66 | -100.0% | 0.00% | – |
| TRVG | TRIVAGO N V | $135 | – | 100 | 0.0% | 0.00% | – | |
| HEXO | Exit | HEXO CORP | $0 | – | -125 | -100.0% | 0.00% | – |
| EPHYW | Exit | EPIPHANY TECHNOLOGY ACQUISIT*w exp 01/12/202 | $0 | – | -100 | -100.0% | 0.00% | – |
| DKS | DICKS SPORTING GOODS INC | $361 | – | 3 | 0.0% | 0.00% | – | |
| RWR | Sell | SPDR SER TRdj reit etf | $1,042 | +4.2% | 12 | -25.0% | 0.00% | – |
| New | ETERNA THERAPEUTICS INC | $32 | – | 10 | +100.0% | 0.00% | – | |
| New | RUMBLE INC | $476 | – | 80 | +100.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $872 | -12.8% | 17 | 0.0% | 0.00% | – | |
| BRIGHT MINDS BIOSCIENCES INC | $370 | -63.0% | 500 | 0.0% | 0.00% | – | ||
| REZI | RESIDEO TECHNOLOGIES INC | $658 | -34.2% | 40 | 0.0% | 0.00% | – | |
| RSG | REPUBLIC SVCS INC | $777 | -22.3% | 6 | 0.0% | 0.00% | – | |
| New | RA MED SYS INC | $118 | – | 20 | +100.0% | 0.00% | – | |
| EQRX INC | $492 | -50.8% | 200 | 0.0% | 0.00% | – | ||
| UNIT | UNITI GROUP INC | $111 | – | 20 | 0.0% | 0.00% | – | |
| LUV | SOUTHWEST AIRLS CO | $741 | -25.9% | 22 | 0.0% | 0.00% | – | |
| SQM | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $639 | -36.1% | 8 | 0.0% | 0.00% | – | |
| SDC | SMILEDIRECTCLUB INC | $176 | – | 500 | 0.0% | 0.00% | – | |
| SQNS | SEQUANS COMMUNICATIONS S Asponsored ads | $83 | – | 25 | 0.0% | 0.00% | – | |
| STXS | STEREOTAXIS INC | $414 | – | 200 | 0.0% | 0.00% | – | |
| REVHW | Exit | REVOLUTION HEALTHCAR AQ CORP*w exp 12/31/202 | $0 | – | -20 | -100.0% | 0.00% | – |
| SYK | STRYKER CORPORATION | $735 | -26.5% | 3 | 0.0% | 0.00% | – | |
| COF | CAPITAL ONE FINL CORP | $865 | -13.5% | 9 | 0.0% | 0.00% | – | |
| CPRX | CATALYST PHARMACEUTICALS INC | $372 | – | 20 | 0.0% | 0.00% | – | |
| CTXR | CITIUS PHARMACEUTICALS INC | $237 | – | 300 | 0.0% | 0.00% | – | |
| SYF | SYNCHRONY FINANCIAL | $1,216 | +21.6% | 37 | 0.0% | 0.00% | – | |
| CLNE | CLEAN ENERGY FUELS CORP | $1,040 | +4.0% | 200 | 0.0% | 0.00% | – | |
| CDE | COEUR MNG INC | $675 | -32.5% | 201 | 0.0% | 0.00% | – | |
| CMP | Buy | COMPASS MINERALS INTL INC | $0 | – | 0 | +100.0% | 0.00% | – |
| CPUHWS | COMPUTE HEALTH ACQUISITIN CO*w exp 01/25/202 | $6 | – | 50 | 0.0% | 0.00% | – | |
| TDOC | Sell | TELADOC HEALTH INC | $118 | – | 5 | -50.0% | 0.00% | – |
| TME | TENCENT MUSIC ENTMT GROUPspon ads | $489 | – | 59 | 0.0% | 0.00% | – | |
| CUEN | CUENTAS INC | $55 | – | 300 | 0.0% | 0.00% | – | |
| THERAPEUTICSMD INC | $6 | – | 1 | 0.0% | 0.00% | – | ||
| TROW | PRICE T ROWE GROUP INC | $1,309 | +30.9% | 12 | 0.0% | 0.00% | – | |
| EQRX INC*w exp 12/17/202 | $11 | – | 40 | 0.0% | 0.00% | – | ||
| ETG | EATON VANCE TX ADV GLBL DIV | $30 | – | 2 | 0.0% | 0.00% | – | |
| SOLO | ELECTRAMECCANICA VEHS CORP | $787 | -60.6% | 1,304 | 0.0% | 0.00% | -100.0% | |
| PFMT | PERFORMANT FINL CORP | $108 | – | 30 | 0.0% | 0.00% | – | |
| EMBECTA CORP | $835 | -16.5% | 33 | 0.0% | 0.00% | – | ||
| BJK | VANECK ETF TRUSTgaming etf | $1,042 | +4.2% | 27 | 0.0% | 0.00% | – | |
| PZG | PARAMOUNT GOLD NEV CORP | $17 | – | 50 | 0.0% | 0.00% | – | |
| New | BIONDVAX PHARMACEUTICALS LTDspon ads new | $474 | – | 160 | +100.0% | 0.00% | – | |
| BCDA | BIOCARDIA INC | $627 | -37.3% | 300 | 0.0% | 0.00% | – | |
| BETTER THERAPEUTICS INC | $221 | – | 200 | 0.0% | 0.00% | – | ||
| BBY | Sell | BEST BUY INC | $1,283 | +28.3% | 16 | -5.9% | 0.00% | – |
| EQR | Sell | EQUITY RESIDENTIALsh ben int | $620 | -87.6% | 11 | -83.8% | 0.00% | -100.0% |
| BCML | BAYCOM CORP | $380 | – | 20 | 0.0% | 0.00% | – | |
| EPM | EVOLUTION PETE CORP | $755 | -24.5% | 100 | 0.0% | 0.00% | – | |
| BAX | BAXTER INTL INC | $816 | -18.4% | 16 | 0.0% | 0.00% | – | |
| BLL | BALL CORP | $990 | -1.0% | 19 | 0.0% | 0.00% | – | |
| New | AURORA INNOVATION INC*w exp 11/03/202 | $1 | – | 7 | +100.0% | 0.00% | – | |
| ORION OFFICE REIT INC | $256 | – | 30 | 0.0% | 0.00% | – | ||
| HYLD | EXCHANGE LISTED FDS TRhigh yield etf | $156 | – | 6 | 0.0% | 0.00% | – | |
| ON | Sell | ON SEMICONDUCTOR CORP | $187 | – | 3 | -50.0% | 0.00% | – |
| AURORA INNOVATION INC | $68 | – | 56 | 0.0% | 0.00% | – | ||
| ACB | AURORA CANNABIS INC | $51 | – | 55 | 0.0% | 0.00% | – | |
| EXPE | EXPEDIA GROUP INC | $526 | -47.4% | 6 | 0.0% | 0.00% | – | |
| OMC | Buy | OMNICOM GROUP INC | $0 | – | 0 | +100.0% | 0.00% | – |
| ODFL | OLD DOMINION FREIGHT LINE IN | $570 | – | 2 | 0.0% | 0.00% | – | |
| AYTU | Exit | AYTU BIOPHARMA INC | $0 | – | -5 | -100.0% | 0.00% | – |
| VLDR | VELODYNE LIDAR INC | $144 | – | 195 | 0.0% | 0.00% | – | |
| ASTR | ASTRA SPACE INC | $174 | – | 400 | 0.0% | 0.00% | – | |
| OFFERPAD SOLUTIONS INC | $138 | – | 300 | 0.0% | 0.00% | – | ||
| DNOW | NOW INC | $318 | – | 25 | 0.0% | 0.00% | – | |
| NYT | NEW YORK TIMES COcl a | $1,006 | +0.6% | 31 | 0.0% | 0.00% | – | |
| FATHOM DIGITAL MFG CORP | $264 | – | 200 | 0.0% | 0.00% | – | ||
| NEPTUNE WELLNESS SOLUTIONS I | $2 | – | 5 | 0.0% | 0.00% | – | ||
| FATHOM DIGITAL MFG CORP*w exp 12/22/202 | $4 | – | 50 | 0.0% | 0.00% | – | ||
| JLL | Exit | JONES LANG LASALLE INC | $0 | – | -8 | -100.0% | 0.00% | – |
| NTZ | NATUZZI S P Aspon ads | $231 | – | 30 | 0.0% | 0.00% | – | |
| APEXIGEN INC*w exp 07/29/202 | $3 | – | 100 | 0.0% | 0.00% | – | ||
| FFIV | F5 INC | $861 | -13.9% | 6 | 0.0% | 0.00% | – | |
| LOGC | Exit | LOGICBIO THERAPEUTICS INC | $0 | – | -900 | -100.0% | 0.00% | – |
| BVXV | Exit | BIONDVAX PHARMACEUTICALS LTDspond ads | $0 | – | -1,600 | -100.0% | 0.00% | – |
| AIG | AMERICAN INTL GROUP INC | $126 | – | 2 | 0.0% | 0.00% | – | |
| LAZR | LUMINAR TECHNOLOGIES INC | $344 | -65.6% | 69 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC | $526 | -47.4% | 50 | 0.0% | 0.00% | – | |
| AMCX | Exit | AMC NETWORKS INCcl a | $0 | – | -6 | -100.0% | 0.00% | – |
| LUMN | Sell | LUMEN TECHNOLOGIES INC | $543 | -45.7% | 104 | -3.7% | 0.00% | – |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $466 | – | 10 | 0.0% | 0.00% | – | |
| VIPS | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $668 | – | 49 | 0.0% | 0.00% | – | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $1,288 | -35.6% | 370 | 0.0% | 0.00% | -100.0% | |
| LEXX | LEXARIA BIOSCIENCE CORP | $984 | -1.6% | 400 | 0.0% | 0.00% | – | |
| COLIW | Exit | COLICITY INC*w exp 02/24/202 | $0 | – | -40 | -100.0% | 0.00% | – |
| LEG | LEGGETT & PLATT INC | $967 | -3.3% | 30 | 0.0% | 0.00% | – | |
| VNT | VONTIER CORPORATION | $522 | – | 27 | 0.0% | 0.00% | – | |
| NDACW | Exit | NIGHTDRAGON ACQUISITION CORP*w exp 02/26/202 | $0 | – | -40 | -100.0% | 0.00% | – |
| ATER | ATERIAN INC | $154 | – | 200 | 0.0% | 0.00% | – | |
| LEA | LEAR CORP | $992 | -0.8% | 8 | 0.0% | 0.00% | – | |
| FND | FLOOR & DECOR HLDGS INCcl a | $1,044 | +4.4% | 15 | 0.0% | 0.00% | – | |
| FCUV | FOCUS UNVL INC | $1,282 | -35.9% | 200 | 0.0% | 0.00% | -100.0% | |
| EA SERIES TRUSTstrive us energy | $442 | – | 15 | 0.0% | 0.00% | – | ||
| K | KELLOGG CO | $712 | -28.8% | 10 | 0.0% | 0.00% | – | |
| WDC | WESTERN DIGITAL CORP. | $631 | -36.9% | 20 | 0.0% | 0.00% | – | |
| WPRT | WESTPORT FUEL SYSTEMS INC | $620 | -38.0% | 800 | 0.0% | 0.00% | – | |
| KVHI | KVH INDS INC | $1,032 | +3.2% | 101 | 0.0% | 0.00% | – | |
| FRLN | FREELINE THERAPEUTICS HLDGSsponsored ads | $570 | -43.0% | 1,200 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $183 | – | 24 | 0.0% | 0.00% | – | |
| USHY | Sell | ISHARES TRbroad usd high | $552 | -72.4% | 16 | -69.2% | 0.00% | -100.0% |
| GSK PLCsponsored adr | $246 | – | 7 | 0.0% | 0.00% | – | ||
| VRAR | GLIMPSE GROUP INC | $909 | -54.6% | 300 | 0.0% | 0.00% | -100.0% | |
| GSAT | GLOBALSTAR INC | $998 | -0.2% | 750 | 0.0% | 0.00% | – | |
| LSXMK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -8 | -100.0% | 0.00% | – |
| ASIX | ADVANSIX INC | $347 | – | 9 | 0.0% | 0.00% | – | |
| HBI | Buy | HANESBRANDS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $1,282 | +28.2% | 5 | 0.0% | 0.00% | – | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $638 | -36.2% | 5 | 0.0% | 0.00% | – | |
| HIG | HARTFORD FINL SVCS GROUP INC | $1,137 | +13.7% | 15 | 0.0% | 0.00% | – | |
| ZVO | ZOVIO INC | $0 | – | 30 | 0.0% | 0.00% | – | |
| AGRI | AGRIFORCE GROWING SYSTEMS LT | $339 | – | 300 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC | $278 | – | 8 | 0.0% | 0.00% | – | |
| YOLO | ADVISORSHARES TRpure cannabis | $360 | – | 100 | 0.0% | 0.00% | – | |
| INVIVYD INC | $300 | -70.0% | 200 | 0.0% | 0.00% | – | ||
| HYMC | HYCROFT MINING HOLDING CORP | $426 | – | 800 | 0.0% | 0.00% | – | |
| HP | HELMERICH & PAYNE INC | $991 | -0.9% | 20 | 0.0% | 0.00% | – | |
| LYTUS TECHNOLOGS HLDGS PTV L | $114 | – | 200 | 0.0% | 0.00% | – | ||
| New | HEXO CORP | $16 | – | 16 | +100.0% | 0.00% | – | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $1,224 | +22.4% | 100 | 0.0% | 0.00% | – | |
| PRSRW | PROSPECTOR CAPITAL CORP*w exp 01/11/202 | $2 | – | 100 | 0.0% | 0.00% | – | |
| CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -2 | -100.0% | 0.00% | – |
| HIMX | HIMAX TECHNOLOGIES INCsponsored adr | $1,056 | +5.6% | 170 | 0.0% | 0.00% | – | |
| VVPR | VIVOPOWER INTERNATIONAL PLC | $99 | – | 400 | 0.0% | 0.00% | – | |
| GRMN | GARMIN LTD | $868 | -13.2% | 9 | 0.0% | 0.00% | – | |
| LOGI | LOGITECH INTL S A | $1,245 | +24.5% | 20 | 0.0% | 0.00% | – | |
| ALPS ETF TR | $851 | -14.9% | 35 | 0.0% | 0.00% | – | ||
| INO | INOVIO PHARMACEUTICALS INC | $156 | – | 100 | 0.0% | 0.00% | – | |
| FIXX | HOMOLOGY MEDICINES INC | $378 | – | 300 | 0.0% | 0.00% | – | |
| GMDA | GAMIDA CELL LTD | $258 | – | 200 | 0.0% | 0.00% | – | |
| YNDX | YANDEX N V | $0 | – | 7 | 0.0% | 0.00% | – | |
| HRL | HORMEL FOODS CORP | $550 | -45.0% | 12 | 0.0% | 0.00% | – | |
| LMACW | Exit | LIBERTY MEDIA ACQUISITION CO*w exp 99/99/999 | $0 | – | -40 | -100.0% | 0.00% | – |
| IONS | Exit | IONIS PHARMACEUTICALS INC | $0 | – | -8 | -100.0% | 0.00% | – |
| IMCC | Exit | IM CANNABIS CORP | $0 | – | -4 | -100.0% | 0.00% | – |
| OSUR | Exit | ORASURE TECHNOLOGIES INC | $0 | – | -200 | -100.0% | 0.00% | – |
| PALI | Exit | PALISADE BIO INC | $0 | – | -34 | -100.0% | 0.00% | – |
| SRC | Buy | SPIRIT RLTY CAP INC NEW | $0 | – | 0 | +100.0% | 0.00% | – |
| SQ | BLOCK INCcl a | $1,068 | +6.8% | 17 | 0.0% | 0.00% | – | |
| SPRO | SPERO THERAPEUTICS INC | $173 | – | 100 | 0.0% | 0.00% | – | |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -99 | -100.0% | -0.00% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -91 | -100.0% | -0.00% | – |
| IVLU | Exit | ISHARES TRmsci intl vlu ft | $0 | – | -116 | -100.0% | -0.00% | – |
| FTA | Exit | FIRST TR LRG CP VL ALPHADEX | $0 | – | -57 | -100.0% | -0.00% | – |
| VGLT | Exit | VANGUARD SCOTTSDALE FDSlong term treas | $0 | – | -51 | -100.0% | -0.00% | – |
| DRE | Exit | DUKE REALTY CORP | $0 | – | -45 | -100.0% | -0.00% | – |
| MDC | Exit | M D C HLDGS INC | $0 | – | -227 | -100.0% | -0.00% | – |
| GSLC | Exit | GOLDMAN SACHS ETF TRactivebeta us lg | $0 | – | -85 | -100.0% | -0.00% | – |
| STX | Exit | SEAGATE TECHNOLOGY HLDNGS PL | $0 | – | -95 | -100.0% | -0.00% | – |
| SOCL | Exit | GLOBAL X FDSsocial med etf | $0 | – | -224 | -100.0% | -0.00% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -480 | -100.0% | -0.00% | – |
| EAGG | Exit | ISHARES TResg awr us agrgt | $0 | – | -171 | -100.0% | -0.00% | – |
| ASB | Exit | ASSOCIATED BANC CORP | $0 | – | -447 | -100.0% | -0.00% | – |
| VCR | Exit | VANGUARD WORLD FDSconsum dis etf | $0 | – | -31 | -100.0% | -0.00% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSem mk gov bd etf | $0 | – | -350 | -100.0% | -0.01% | – |
| VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -494 | -100.0% | -0.01% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -700 | -100.0% | -0.01% | – |
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -693 | -100.0% | -0.02% | – |
| PHO | Exit | INVESCO EXCHANGE TRADED FD Twater res etf | $0 | – | -1,300 | -100.0% | -0.02% | – |
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/A filed 2023-05-30
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.