$309 Million is the total value of Princeton Global Asset Management LLC's 578 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 16.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP COMstock | $15,356,000 | -17.5% | 59,791 | -0.9% | 4.96% | -4.0% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $13,261,000 | -0.2% | 74,703 | -0.3% | 4.28% | +16.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $9,689,000 | +0.9% | 18,863 | +0.1% | 3.13% | +17.4% |
| AVGO | Buy | BROADCOM INC COMstock | $8,387,000 | -22.8% | 17,265 | +0.1% | 2.71% | -10.2% |
| BX | Buy | BLACKSTONE INC COMstock | $7,711,000 | -28.1% | 84,524 | +0.0% | 2.49% | -16.3% |
| ABBV | Sell | ABBVIE INC COMstock | $6,925,000 | -8.0% | 45,216 | -2.6% | 2.24% | +7.1% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $6,664,000 | -22.1% | 81,515 | -0.7% | 2.15% | -9.4% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $6,520,000 | -16.9% | 57,903 | +0.6% | 2.11% | -3.3% |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $5,930,000 | -22.6% | 21,720 | 0.0% | 1.92% | -10.0% | |
| GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $5,919,000 | -22.9% | 2,716 | -1.7% | 1.91% | -10.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $5,165,000 | -8.6% | 9,507 | -0.7% | 1.67% | +6.3% |
| AAPL | Sell | APPLE INC COMstock | $5,104,000 | -44.8% | 37,333 | -29.5% | 1.65% | -35.8% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $4,699,000 | -9.9% | 98,626 | +1.1% | 1.52% | +4.8% |
| GLD | Sell | SPDR GOLD SHARESetf | $4,574,000 | -8.0% | 27,154 | -1.3% | 1.48% | +7.0% |
| V | Sell | VISA INC COM CL Astock | $4,390,000 | -13.0% | 22,297 | -2.0% | 1.42% | +1.3% |
| ABT | Sell | ABBOTT LABS COMstock | $4,266,000 | -35.1% | 39,265 | -29.3% | 1.38% | -24.5% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC COMstock | $4,222,000 | +6.4% | 14,983 | -1.4% | 1.36% | +23.8% |
| IBDN | Buy | ISHARES IBONDS DEC 2022 TERM CORPORATE ETFetf | $4,102,000 | +2.2% | 164,027 | +2.3% | 1.32% | +18.8% |
| NTR | Buy | NUTRIEN LTD COMstock | $4,094,000 | -21.1% | 51,384 | +2.9% | 1.32% | -8.3% |
| CSL | Buy | CARLISLE COS INC COMstock | $3,890,000 | -1.9% | 16,304 | +1.1% | 1.26% | +14.1% |
| ICSH | Buy | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $3,683,000 | +1.2% | 73,604 | +1.4% | 1.19% | +17.7% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $3,640,000 | -3.6% | 46,990 | +5.5% | 1.18% | +12.2% |
| SONY | Sell | SONY GROUP CORPORATION SPONSORED ADRadr | $3,567,000 | -22.6% | 43,621 | -2.8% | 1.15% | -9.9% |
| CB | Sell | CHUBB LIMITED COMstock | $3,538,000 | -8.9% | 17,995 | -0.9% | 1.14% | +5.9% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $3,497,000 | -13.7% | 19,158 | +1.4% | 1.13% | +0.4% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $3,481,000 | -16.2% | 12,538 | +1.8% | 1.12% | -2.4% |
| LIN | Buy | LINDE PLC SHSstock | $3,368,000 | +5421.3% | 11,713 | +6064.7% | 1.09% | +6300.0% |
| PEP | Buy | PEPSICO INC COMstock | $3,326,000 | +0.4% | 19,959 | +0.8% | 1.08% | +16.8% |
| MRK | Sell | MERCK & CO INC COMstock | $3,278,000 | +10.2% | 35,949 | -0.8% | 1.06% | +28.2% |
| LMT | Sell | LOCKHEED MARTIN CORP COMstock | $3,119,000 | -4.4% | 7,254 | -1.9% | 1.01% | +11.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $3,104,000 | +7.3% | 40,312 | +1.8% | 1.00% | +24.9% |
| FLOT | Buy | ISHARES FLOATING RATE BOND ETFetf | $3,045,000 | +2.1% | 60,993 | +3.3% | 0.98% | +18.8% |
| CSCO | Buy | CISCO SYS INC COMstock | $2,950,000 | -22.7% | 69,187 | +1.2% | 0.95% | -10.0% |
| STE | Sell | STERIS PLC SHS USDstock | $2,882,000 | -15.3% | 13,979 | -0.7% | 0.93% | -1.5% |
| AMZN | Buy | AMAZON COM INC COMstock | $2,842,000 | -34.5% | 26,755 | +1911.7% | 0.92% | -23.8% |
| BAC | Buy | BK OF AMERICA CORP COMstock | $2,826,000 | -23.5% | 90,765 | +1.2% | 0.91% | -11.0% |
| PWR | Buy | QUANTA SVCS INC COMstock | $2,733,000 | -3.8% | 21,806 | +1.1% | 0.88% | +11.9% |
| NOC | Sell | NORTHROP GRUMMAN CORP COMstock | $2,731,000 | +6.1% | 5,707 | -0.8% | 0.88% | +23.4% |
| GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $2,647,000 | -22.8% | 1,210 | -1.4% | 0.86% | -10.2% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $2,599,000 | -22.8% | 7,100 | -3.9% | 0.84% | -10.2% |
| WSO | Buy | WATSCO INC COMstock | $2,586,000 | -10.7% | 10,827 | +13.8% | 0.84% | +3.9% |
| LCII | Sell | LCI INDS COMstock | $2,536,000 | +5.1% | 22,667 | -2.5% | 0.82% | +22.2% |
| HD | Buy | HOME DEPOT INC COMstock | $2,423,000 | -5.9% | 8,833 | +2.7% | 0.78% | +9.5% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $2,254,000 | -4.0% | 23,450 | -1.1% | 0.73% | +11.7% |
| VMC | Sell | VULCAN MATLS CO COMstock | $2,236,000 | -24.1% | 15,733 | -1.9% | 0.72% | -11.7% |
| PFFV | Sell | GLOBAL X VARIABLE RATE PREFERRED ETFetf | $2,221,000 | -18.6% | 91,963 | -12.1% | 0.72% | -5.2% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $2,195,000 | -14.4% | 44,751 | -3.1% | 0.71% | -0.4% |
| ETN | Buy | EATON CORP PLC SHSstock | $2,169,000 | +5762.2% | 17,219 | +7044.8% | 0.70% | +6910.0% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC COMstock | $2,131,000 | -4.4% | 8,819 | -1.7% | 0.69% | +11.3% |
| IBDP | Buy | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFetf | $2,125,000 | +1.5% | 85,865 | +3.0% | 0.69% | +18.2% |
| EOG | Buy | EOG RES INC COMstock | $2,058,000 | -3.3% | 18,637 | +4.4% | 0.66% | +12.5% |
| PKG | Buy | PACKAGING CORP AMER COMstock | $2,057,000 | -10.0% | 14,958 | +2.2% | 0.66% | +4.7% |
| TTE | Buy | TOTALENERGIES SE SPONSORED ADSadr | $2,027,000 | +6.9% | 38,512 | +2.7% | 0.66% | +24.3% |
| GRMN | Buy | GARMIN LTD SHSstock | $1,942,000 | -16.2% | 19,762 | +1.1% | 0.63% | -2.5% |
| IBDO | Buy | ISHARES IBONDS DEC 2023 TERM CORPORATE ETFetf | $1,885,000 | +5.2% | 75,137 | +6.0% | 0.61% | +22.3% |
| AAP | Buy | ADVANCE AUTO PARTS INC COMstock | $1,861,000 | -16.1% | 10,753 | +0.4% | 0.60% | -2.4% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS INC COMstock | $1,830,000 | -6.2% | 12,838 | +2.4% | 0.59% | +9.0% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW COMreit | $1,753,000 | -1.3% | 10,412 | +8.2% | 0.57% | +14.8% |
| EXR | New | EXTRA SPACE STORAGE INC COMreit | $1,748,000 | – | 10,277 | +100.0% | 0.56% | – |
| FPEI | Sell | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFetf | $1,744,000 | -19.5% | 98,426 | -11.9% | 0.56% | -6.3% |
| MPC | Buy | MARATHON PETE CORP COMstock | $1,717,000 | -2.6% | 20,887 | +1.3% | 0.56% | +13.3% |
| CDW | Buy | CDW CORP COMstock | $1,713,000 | -5.7% | 10,874 | +7.1% | 0.55% | +9.7% |
| STIP | Buy | ISHARES 0-5 YEAR TIPS BOND ETFetf | $1,704,000 | +1.4% | 16,798 | +4.9% | 0.55% | +18.0% |
| PM | PHILIP MORRIS INTL INC COMstock | $1,641,000 | +5.1% | 16,623 | 0.0% | 0.53% | +22.1% | |
| SCHO | Sell | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $1,556,000 | -8.3% | 31,627 | -7.7% | 0.50% | +6.8% |
| IGSB | Sell | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $1,466,000 | -8.5% | 29,005 | -6.4% | 0.47% | +6.5% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $1,413,000 | +1.9% | 16,502 | -1.7% | 0.46% | +18.7% |
| DKS | Sell | DICKS SPORTING GOODS INC COMstock | $1,320,000 | -29.0% | 17,518 | -5.8% | 0.43% | -17.2% |
| PCAR | Sell | PACCAR INC COMstock | $1,290,000 | -8.1% | 15,665 | -1.8% | 0.42% | +6.9% |
| MCD | Sell | MCDONALDS CORP COMstock | $1,263,000 | -0.9% | 5,116 | -0.7% | 0.41% | +15.3% |
| TFC | Buy | TRUIST FINL CORP COMstock | $1,158,000 | -14.7% | 24,405 | +1.9% | 0.37% | -0.8% |
| ZTS | Sell | ZOETIS INC CL Astock | $1,140,000 | -10.9% | 6,631 | -2.3% | 0.37% | +3.4% |
| BAM | BROOKFIELD ASSET MGMT INC CL A LTD VT SHstock | $1,089,000 | -21.4% | 24,485 | 0.0% | 0.35% | -8.6% | |
| QUS | Buy | SPDR MSCI USA STRATEGICFACTORS ETFetf | $1,061,000 | -12.4% | 9,818 | +1.0% | 0.34% | +2.1% |
| WST | Sell | WEST PHARMACEUTICAL SVSC INC COMstock | $1,051,000 | -27.9% | 3,475 | -2.1% | 0.34% | -16.0% |
| ORCL | Sell | ORACLE CORP COMstock | $1,052,000 | -19.1% | 15,060 | -4.3% | 0.34% | -5.8% |
| HON | Sell | HONEYWELL INTL INC COMstock | $1,006,000 | -13.1% | 5,786 | -2.7% | 0.32% | +0.9% |
| LOW | Sell | LOWES COS INC COMstock | $973,000 | -33.5% | 5,570 | -23.1% | 0.31% | -22.9% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $958,000 | -16.3% | 6,234 | +0.0% | 0.31% | -2.5% |
| RSG | Buy | REPUBLIC SVCS INC COMstock | $890,000 | +8.5% | 6,802 | +10.0% | 0.29% | +26.3% |
| CAT | Sell | CATERPILLAR INC COMstock | $885,000 | -25.2% | 4,950 | -6.8% | 0.29% | -13.1% |
| TLRY | Sell | TILRAY BRANDS INC COM CL 2stock | $853,000 | -62.2% | 273,520 | -5.7% | 0.28% | -55.9% |
| FNF | Sell | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $853,000 | -26.3% | 23,069 | -2.7% | 0.28% | -14.3% |
| DTE | DTE ENERGY CO COMstock | $847,000 | -4.2% | 6,685 | 0.0% | 0.27% | +11.4% | |
| APD | AIR PRODS & CHEMS INC COMstock | $826,000 | -3.7% | 3,435 | 0.0% | 0.27% | +12.2% | |
| GLW | Buy | CORNING INC COMstock | $813,000 | -14.1% | 25,797 | +0.6% | 0.26% | 0.0% |
| JQUA | Buy | JPMORGAN U.S. QUALITY FACTOR ETFetf | $792,000 | -12.5% | 21,277 | +0.8% | 0.26% | +2.0% |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $778,000 | -9.6% | 12,301 | 0.0% | 0.25% | +5.0% | |
| JEPI | Buy | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $765,000 | +34.7% | 13,801 | +49.2% | 0.25% | +56.3% |
| APH | AMPHENOL CORP NEW CL Astock | $753,000 | -14.6% | 11,700 | 0.0% | 0.24% | -0.8% | |
| MO | ALTRIA GROUP INC COMstock | $747,000 | -20.1% | 17,894 | 0.0% | 0.24% | -7.3% | |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETFetf | $724,000 | -4.2% | 30,325 | 0.0% | 0.23% | +11.4% | |
| IBDQ | Buy | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $718,000 | +0.4% | 29,055 | +2.7% | 0.23% | +16.6% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $690,000 | -15.3% | 1,989 | +1.3% | 0.22% | -1.3% |
| MDLZ | Sell | MONDELEZ INTL INC CL Astock | $688,000 | -68.5% | 11,076 | -68.2% | 0.22% | -63.4% |
| SCHM | Sell | SCHWAB U.S. MID-CAP ETFetf | $657,000 | -17.6% | 10,470 | -0.3% | 0.21% | -4.1% |
| DE | Sell | DEERE & CO COMstock | $657,000 | -33.3% | 2,195 | -7.4% | 0.21% | -22.6% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $651,000 | -45.2% | 5,127 | -19.0% | 0.21% | -36.4% |
| INTC | Sell | INTEL CORP COMstock | $651,000 | -26.9% | 17,390 | -3.2% | 0.21% | -15.0% |
| GSEW | Sell | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETFetf | $635,000 | -18.4% | 11,442 | -1.2% | 0.20% | -5.1% |
| XMLV | Buy | INVESCO S&P MIDCAP LOW VOLATILITY ETFetf | $602,000 | -6.4% | 11,713 | +1.7% | 0.20% | +8.9% |
| IBMK | Buy | ISHARES IBONDS DEC 2022 TERM MUNI BOND ETFetf | $603,000 | +5.4% | 23,259 | +5.4% | 0.20% | +22.6% |
| DGS | Sell | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $589,000 | -21.5% | 13,196 | -6.3% | 0.19% | -8.7% |
| FNDF | Sell | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFetf | $527,000 | -13.6% | 18,618 | -1.6% | 0.17% | +0.6% |
| CI | Sell | CIGNA CORP NEW COMstock | $524,000 | +5.4% | 1,988 | -4.1% | 0.17% | +22.5% |
| DGRS | Sell | WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUNDetf | $512,000 | -15.1% | 12,892 | -4.6% | 0.16% | -1.2% |
| GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $504,000 | -17.2% | 1,697 | -8.1% | 0.16% | -3.6% |
| XYL | Sell | XYLEM INC COMstock | $502,000 | -20.6% | 6,420 | -13.5% | 0.16% | -8.0% |
| IBML | Buy | ISHARES IBONDS DEC 2023 TERM MUNI BOND ETFetf | $458,000 | +40.1% | 17,966 | +39.8% | 0.15% | +62.6% |
| IQDG | Sell | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUNDetf | $456,000 | -19.6% | 15,391 | -0.9% | 0.15% | -6.4% |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $452,000 | +139.2% | 9,025 | +140.7% | 0.15% | +180.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $446,000 | -4.5% | 8,793 | -4.0% | 0.14% | +10.8% |
| IBB | Sell | ISHARES BIOTECHNOLOGY FUNDetf | $443,000 | -30.9% | 3,770 | -23.4% | 0.14% | -19.7% |
| QQQ | Sell | INVESCO QQQ TRUSTetf | $431,000 | -23.7% | 1,539 | -1.3% | 0.14% | -11.5% |
| ECL | Sell | ECOLAB INC COMstock | $404,000 | -36.9% | 2,628 | -27.5% | 0.13% | -26.4% |
| PFF | Sell | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $406,000 | -62.2% | 12,334 | -58.1% | 0.13% | -56.0% |
| T | Sell | AT&T INC COMstock | $403,000 | -22.6% | 19,238 | -12.7% | 0.13% | -10.3% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELD ETFetf | $383,000 | -14.7% | 3,770 | -5.7% | 0.12% | -0.8% |
| ED | Sell | CONSOLIDATED EDISON INC COMstock | $372,000 | -4.4% | 3,911 | -4.8% | 0.12% | +11.1% |
| NSC | NORFOLK SOUTHN CORP COMstock | $364,000 | -20.4% | 1,602 | 0.0% | 0.12% | -7.1% | |
| IBMM | Buy | ISHARES IBONDS DEC 2024 TERM MUNI BOND ETFetf | $365,000 | +339.8% | 14,044 | +339.4% | 0.12% | +413.0% |
| QEFA | Sell | SPDR MSCI EAFE STRATEGICFACTORS ETFetf | $356,000 | -16.0% | 5,744 | -2.2% | 0.12% | -2.5% |
| SPIP | Sell | SPDR PORTFOLIO TIPS ETFetf | $351,000 | -16.8% | 12,770 | -8.4% | 0.11% | -3.4% |
| SCHV | Sell | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $347,000 | -13.7% | 5,567 | -1.2% | 0.11% | 0.0% |
| MTB | New | M & T BK CORP COMstock | $339,000 | – | 2,124 | +100.0% | 0.11% | – |
| XLE | ENERGY SELECT SECTOR SPDR FUNDetf | $340,000 | -6.3% | 4,750 | 0.0% | 0.11% | +8.9% | |
| IYY | ISHARES DOW JONES U.S. ETFetf | $332,000 | -17.2% | 3,600 | 0.0% | 0.11% | -3.6% | |
| USB | US BANCORP DEL COM NEWstock | $319,000 | -13.3% | 6,925 | 0.0% | 0.10% | +1.0% | |
| AZN | Sell | ASTRAZENECA PLC SPONSORED ADRadr | $314,000 | -10.0% | 4,754 | -9.5% | 0.10% | +4.1% |
| AXP | AMERICAN EXPRESS CO COMstock | $314,000 | -25.9% | 2,267 | 0.0% | 0.10% | -14.4% | |
| FNDC | Sell | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETFetf | $310,000 | -17.6% | 10,186 | -4.1% | 0.10% | -3.8% |
| FB | Sell | META PLATFORMS INC CL Astock | $309,000 | -32.7% | 1,918 | -7.0% | 0.10% | -21.3% |
| BP | BP PLC SPONSORED ADRadr | $301,000 | -3.5% | 10,600 | 0.0% | 0.10% | +11.5% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $294,000 | +8.9% | 2,086 | +0.3% | 0.10% | +26.7% |
| PFE | Buy | PFIZER INC COMstock | $284,000 | +1.4% | 5,413 | +0.1% | 0.09% | +17.9% |
| SCHG | Sell | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $284,000 | -29.7% | 4,901 | -9.3% | 0.09% | -17.9% |
| AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $283,000 | +0.7% | 2,950 | +4.8% | 0.09% | +16.7% |
| HUBB | HUBBELL INC COMstock | $282,000 | -2.8% | 1,577 | 0.0% | 0.09% | +12.3% | |
| SMMV | Sell | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETFetf | $278,000 | -9.4% | 8,160 | -1.0% | 0.09% | +5.9% |
| MMM | Buy | 3M CO COMstock | $276,000 | -12.9% | 2,133 | +0.0% | 0.09% | +1.1% |
| IJH | ISHARES S&P MIDCAP FUNDetf | $271,000 | -15.8% | 1,200 | 0.0% | 0.09% | -1.1% | |
| GRID | Sell | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUNDetf | $267,000 | -39.9% | 3,448 | -26.9% | 0.09% | -30.1% |
| IQLT | Sell | ISHARES MSCI INTL QUALITY FACTOR ETFetf | $267,000 | -16.8% | 8,636 | -1.0% | 0.09% | -3.4% |
| VTV | VANGUARD VALUE INDEX FUNDetf | $264,000 | -10.8% | 2,000 | 0.0% | 0.08% | +3.7% | |
| ESGV | Sell | VANGUARD ESG U.S. STOCK ETFetf | $254,000 | -19.4% | 3,825 | -1.6% | 0.08% | -5.7% |
| BAX | BAXTER INTL INC COMstock | $251,000 | -17.2% | 3,905 | 0.0% | 0.08% | -3.6% | |
| FIW | Buy | FIRST TRUST WATER ETFetf | $234,000 | -11.4% | 3,255 | +3.8% | 0.08% | +4.1% |
| MPLX | New | MPLX LP COM UNIT REP LTDstock | $232,000 | – | 7,957 | +100.0% | 0.08% | – |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETFetf | $228,000 | -12.3% | 3,986 | 0.0% | 0.07% | +2.8% | |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $222,000 | – | 4,654 | +100.0% | 0.07% | – |
| DIVB | Sell | ISHARES U.S. DIVIDEND AND BUYBACK ETFetf | $221,000 | -16.9% | 6,081 | -4.7% | 0.07% | -4.1% |
| MTX | MINERALS TECHNOLOGIES INC COMstock | $221,000 | -7.1% | 3,600 | 0.0% | 0.07% | +7.6% | |
| GEM | Sell | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFetf | $213,000 | -15.1% | 7,165 | -3.3% | 0.07% | -1.4% |
| WSM | Sell | WILLIAMS SONOMA INC COMstock | $212,000 | -34.4% | 1,907 | -14.4% | 0.07% | -23.3% |
| SKYY | FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTINGetf | $215,000 | -27.1% | 3,256 | 0.0% | 0.07% | -15.9% | |
| DG | Sell | DOLLAR GEN CORP NEW COMstock | $203,000 | -31.4% | 827 | -37.9% | 0.07% | -19.5% |
| SPY | SPDR S&P 500 ETFetf | $202,000 | -16.5% | 536 | 0.0% | 0.06% | -3.0% | |
| COST | COSTCO WHSL CORP NEW COMstock | $200,000 | -17.0% | 418 | 0.0% | 0.06% | -3.0% | |
| CHD | Buy | CHURCH & DWIGHT CO INC COMstock | $191,000 | +3.2% | 2,065 | +10.9% | 0.06% | +21.6% |
| SCCO | Sell | SOUTHERN COPPER CORP COMstock | $191,000 | -37.8% | 3,840 | -5.0% | 0.06% | -27.1% |
| CW | CURTISS WRIGHT CORP COMstock | $182,000 | -12.1% | 1,380 | 0.0% | 0.06% | +3.5% | |
| RFG | INVESCO S&P MIDCAP 400 PURE GROWTH ETFetf | $179,000 | -20.1% | 1,100 | 0.0% | 0.06% | -6.5% | |
| MDYG | SPDR S&P 400 MID CAP GROWTH ETFetf | $177,000 | -17.7% | 2,900 | 0.0% | 0.06% | -5.0% | |
| XLV | Sell | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $176,000 | -35.1% | 1,375 | -30.4% | 0.06% | -24.0% |
| ACWI | ISHARES MSCI ACWI INDEX FUNDetf | $166,000 | -16.2% | 1,984 | 0.0% | 0.05% | -1.8% | |
| LLY | Sell | LILLY ELI & CO COMstock | $164,000 | +5.8% | 507 | -6.5% | 0.05% | +23.3% |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $163,000 | -51.8% | 1,280 | -39.9% | 0.05% | -43.6% |
| IHI | Sell | ISHARES U.S. MEDICAL DEVICES ETFetf | $161,000 | -29.7% | 3,193 | -15.1% | 0.05% | -18.8% |
| DIS | Sell | DISNEY WALT CO COMstock | $161,000 | -34.3% | 1,709 | -4.5% | 0.05% | -23.5% |
| NRGX | Buy | PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INTcef | $159,000 | -4.2% | 12,401 | +10.8% | 0.05% | +10.9% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $155,000 | +21.1% | 6,375 | +28.5% | 0.05% | +38.9% |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $154,000 | -93.6% | 3,920 | -92.4% | 0.05% | -92.5% |
| COF | CAPITAL ONE FINL CORP COMstock | $156,000 | -20.4% | 1,495 | 0.0% | 0.05% | -7.4% | |
| CVS | Sell | CVS HEALTH CORP COMstock | $148,000 | -24.9% | 1,600 | -17.9% | 0.05% | -12.7% |
| DLS | Buy | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf | $145,000 | -15.2% | 2,491 | +0.2% | 0.05% | 0.0% |
| LOGI | Sell | LOGITECH INTL S A SHSstock | $146,000 | -35.7% | 2,810 | -8.5% | 0.05% | -25.4% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $138,000 | -57.1% | 910 | -22.9% | 0.04% | -49.4% |
| PHYS | SPROTT PHYSICAL GOLD TR UNITcef | $135,000 | -7.5% | 9,500 | 0.0% | 0.04% | +7.3% | |
| UNP | Sell | UNION PAC CORP COMstock | $136,000 | -27.7% | 637 | -7.3% | 0.04% | -15.4% |
| BDX | BECTON DICKINSON & CO COMstock | $135,000 | -7.5% | 547 | 0.0% | 0.04% | +7.3% | |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $132,000 | -11.4% | 917 | +0.1% | 0.04% | +4.9% |
| DTM | DT MIDSTREAM INC COMMON STOCKstock | $133,000 | -10.1% | 2,723 | 0.0% | 0.04% | +4.9% | |
| AMP | AMERIPRISE FINL INC COMstock | $133,000 | -20.8% | 560 | 0.0% | 0.04% | -8.5% | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETFetf | $130,000 | -17.2% | 1,166 | 0.0% | 0.04% | -4.5% | |
| PLTR | Sell | PALANTIR TECHNOLOGIES INC CL Astock | $123,000 | -40.0% | 13,600 | -8.7% | 0.04% | -29.8% |
| PBD | Buy | INVESCO GLOBAL CLEAN ENERGY ETFetf | $121,000 | -16.0% | 6,173 | +6.4% | 0.04% | -2.5% |
| DGRE | WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUNDetf | $120,000 | -14.9% | 5,418 | 0.0% | 0.04% | 0.0% | |
| KMI | New | KINDER MORGAN INC DEL COMstock | $113,000 | – | 6,757 | +100.0% | 0.04% | – |
| CVX | Buy | CHEVRON CORP NEW COMstock | $113,000 | -0.9% | 783 | +11.4% | 0.04% | +15.6% |
| STZ | CONSTELLATION BRANDS INC CL Astock | $113,000 | +0.9% | 485 | 0.0% | 0.04% | +19.4% | |
| MGC | VANGUARD MEGA CAP ETFetf | $105,000 | -17.3% | 800 | 0.0% | 0.03% | -2.9% | |
| SYY | SYSCO CORP COMstock | $104,000 | +4.0% | 1,227 | 0.0% | 0.03% | +21.4% | |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT FD SHScef | $105,000 | -7.9% | 6,855 | 0.0% | 0.03% | +6.2% | |
| TLT | ISHARES 20 YEAR TREASURY BOND ETFetf | $103,000 | -13.4% | 900 | 0.0% | 0.03% | 0.0% | |
| IBMN | New | ISHARES IBONDS DEC 2025 TERM MUNI BOND ETFetf | $103,000 | – | 3,850 | +100.0% | 0.03% | – |
| J | Buy | JACOBS ENGR GROUP INC COMstock | $102,000 | -8.1% | 803 | +0.1% | 0.03% | +6.5% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $101,000 | -15.8% | 1,105 | +0.2% | 0.03% | 0.0% |
| OGN | Sell | ORGANON & CO COMMON STOCKstock | $101,000 | -9.0% | 2,982 | -5.9% | 0.03% | +6.5% |
| EMMF | WISDOMTREE EMERGING MARKETS MULTIFACTOR FUNDetf | $100,000 | -10.7% | 4,791 | 0.0% | 0.03% | +3.2% | |
| ITW | ILLINOIS TOOL WKS INC COMstock | $98,000 | -12.5% | 535 | 0.0% | 0.03% | +3.2% | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $96,000 | -1.0% | 1,250 | 0.0% | 0.03% | +14.8% | |
| KLAC | Buy | KLA CORP COM NEWstock | $97,000 | -4.9% | 305 | +8.9% | 0.03% | +10.7% |
| SO | Buy | SOUTHERN CO COMstock | $96,000 | +14.3% | 1,347 | +15.9% | 0.03% | +34.8% |
| CL | COLGATE PALMOLIVE CO COMstock | $94,000 | +5.6% | 1,171 | 0.0% | 0.03% | +20.0% | |
| L | LOEWS CORP COMstock | $89,000 | -8.2% | 1,500 | 0.0% | 0.03% | +7.4% | |
| QCOM | QUALCOMM INC COMstock | $91,000 | -16.5% | 711 | 0.0% | 0.03% | -3.3% | |
| JMST | New | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFetf | $89,000 | – | 1,750 | +100.0% | 0.03% | – |
| PFFD | Sell | GLOBAL X U.S. PREFERRED ETFetf | $87,000 | -47.6% | 4,081 | -42.1% | 0.03% | -39.1% |
| New | WARNER BROS DISCOVERY INC COM SER Astock | $88,000 | – | 6,564 | +100.0% | 0.03% | – | |
| XBI | SPDR S&P BIOTECH ETFetf | $85,000 | -17.5% | 1,150 | 0.0% | 0.03% | -6.9% | |
| KMPR | KEMPER CORP COMstock | $83,000 | -15.3% | 1,740 | 0.0% | 0.03% | 0.0% | |
| EASG | Buy | XTRACKERS MSCI EAFE ESG LEADERS EQUITY ETFetf | $85,000 | -6.6% | 3,470 | +10.3% | 0.03% | +8.0% |
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFetf | $84,000 | -3.4% | 800 | 0.0% | 0.03% | +12.5% | |
| AMGN | Buy | AMGEN INC COMstock | $84,000 | +20.0% | 345 | +19.0% | 0.03% | +42.1% |
| MKC | Buy | MCCORMICK & CO INC COM NON VTGstock | $80,000 | -8.0% | 963 | +10.3% | 0.03% | +8.3% |
| BA | Sell | BOEING CO COMstock | $81,000 | -47.7% | 595 | -26.5% | 0.03% | -39.5% |
| MDT | Sell | MEDTRONIC PLC SHSstock | $81,000 | -96.2% | 900 | -95.3% | 0.03% | -95.6% |
| HSY | HERSHEY CO COMstock | $77,000 | 0.0% | 356 | 0.0% | 0.02% | +19.0% | |
| FPE | FIRST TRUST PREFERRED SECURITIES AND INCOME ETFetf | $77,000 | -9.4% | 4,450 | 0.0% | 0.02% | +4.2% | |
| SPH | Buy | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $78,000 | -4.9% | 5,094 | +0.3% | 0.02% | +8.7% |
| EPAM | Buy | EPAM SYS INC COMstock | $75,000 | +41.5% | 255 | +41.7% | 0.02% | +60.0% |
| BIP | Buy | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $74,000 | -14.0% | 1,944 | +50.0% | 0.02% | 0.0% |
| WPC | WP CAREY INC COMreit | $72,000 | +2.9% | 869 | 0.0% | 0.02% | +21.1% | |
| SPGI | S&P GLOBAL INC COMstock | $67,000 | -18.3% | 200 | 0.0% | 0.02% | -4.3% | |
| BLK | Buy | BLACKROCK INC COMstock | $67,000 | -11.8% | 110 | +10.0% | 0.02% | +4.8% |
| EW | Sell | EDWARDS LIFESCIENCES CORP COMstock | $67,000 | -28.7% | 700 | -12.5% | 0.02% | -15.4% |
| AMT | Buy | AMERICAN TOWER CORP NEW COMreit | $66,000 | +6.5% | 260 | +6.1% | 0.02% | +23.5% |
| VT | Sell | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $64,000 | -34.0% | 744 | -22.3% | 0.02% | -22.2% |
| WM | Sell | WASTE MGMT INC DEL COMstock | $64,000 | -13.5% | 420 | -10.6% | 0.02% | 0.0% |
| GNRC | Buy | GENERAC HLDGS INC COMstock | $62,000 | +29.2% | 293 | +79.8% | 0.02% | +53.8% |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUNDetf | $61,000 | -12.9% | 1,640 | 0.0% | 0.02% | +5.3% | |
| CINF | CINCINNATI FINL CORP COMstock | $63,000 | -12.5% | 530 | 0.0% | 0.02% | 0.0% | |
| SHELL PLC SPON ADSadr | $63,000 | -4.5% | 1,208 | 0.0% | 0.02% | +11.1% | ||
| LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $63,000 | -14.9% | 545 | 0.0% | 0.02% | -4.8% | |
| TSLA | TESLA INC COMstock | $60,000 | -37.5% | 89 | 0.0% | 0.02% | -29.6% | |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $60,000 | -49.2% | 560 | -47.2% | 0.02% | -42.4% |
| EVT | EATON VANCE TAX ADVT DIV INCM COMcef | $60,000 | -17.8% | 2,519 | 0.0% | 0.02% | -5.0% | |
| BMO | BANK MONTREAL QUE COMstock | $58,000 | -18.3% | 600 | 0.0% | 0.02% | -5.0% | |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $60,000 | -6.2% | 1,168 | 0.0% | 0.02% | +5.6% | |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $59,000 | -11.9% | 2,050 | 0.0% | 0.02% | 0.0% | |
| AFL | AFLAC INC COMstock | $57,000 | -13.6% | 1,030 | 0.0% | 0.02% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW COMstock | $56,000 | -11.1% | 379 | 0.0% | 0.02% | +5.9% | |
| CAG | CONAGRA BRANDS INC COMstock | $55,000 | +1.9% | 1,600 | 0.0% | 0.02% | +20.0% | |
| EYLD | CAMBRIA EMERGING SHAREHOLDER YIELD ETFetf | $57,000 | -14.9% | 2,130 | 0.0% | 0.02% | -5.3% | |
| TSCO | TRACTOR SUPPLY CO COMstock | $55,000 | -17.9% | 285 | 0.0% | 0.02% | -5.3% | |
| PGX | Sell | INVESCO PREFERRED ETFetf | $57,000 | -83.0% | 4,600 | -81.4% | 0.02% | -80.6% |
| CSX | CSX CORP COMstock | $57,000 | -21.9% | 1,954 | 0.0% | 0.02% | -10.0% | |
| XLF | FINANCIAL SELECT SECTOR SPDR FUNDetf | $56,000 | -17.6% | 1,780 | 0.0% | 0.02% | -5.3% | |
| SPYX | Buy | SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETFetf | $55,000 | -1.8% | 596 | +18.0% | 0.02% | +12.5% |
| LRCX | LAM RESEARCH CORP COMstock | $53,000 | -20.9% | 125 | 0.0% | 0.02% | -10.5% | |
| ARGO | ARGO GROUP INTL HLDGS LTD COMstock | $54,000 | -10.0% | 1,459 | 0.0% | 0.02% | 0.0% | |
| XYLD | GLOBAL X S&P 500 COVERED CALL ETFetf | $53,000 | -14.5% | 1,250 | 0.0% | 0.02% | 0.0% | |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $52,000 | -14.8% | 885 | +0.1% | 0.02% | 0.0% |
| GSK | GSK PLC SPONSORED ADRadr | $50,000 | 0.0% | 1,150 | 0.0% | 0.02% | +14.3% | |
| BNS | Buy | BANK NOVA SCOTIA B C COMstock | $50,000 | +6.4% | 850 | +30.8% | 0.02% | +23.1% |
| TDV | PROSHARES S&P GLOBAL TECHNOLOGY DIVIDEND ARISTOCRATS ETFetf | $48,000 | -14.3% | 903 | 0.0% | 0.02% | 0.0% | |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $48,000 | -5.9% | 336 | +0.3% | 0.02% | +14.3% |
| SCHB | SCHWAB U.S. BROAD MARKET ETFetf | $45,000 | -18.2% | 1,024 | 0.0% | 0.02% | 0.0% | |
| ETJ | EATON VANCE RISK-MANAGED DIVER COMcef | $46,000 | -14.8% | 5,441 | 0.0% | 0.02% | 0.0% | |
| ETV | EATON VANCE TAX-MANAGED BUY- W COMcef | $45,000 | -13.5% | 3,301 | 0.0% | 0.02% | +7.1% | |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $45,000 | +40.6% | 370 | +80.5% | 0.02% | +66.7% |
| IDXX | IDEXX LABS INC COMstock | $46,000 | -35.2% | 130 | 0.0% | 0.02% | -25.0% | |
| BIGZ | Buy | BLACKROCK INNOVATION AND GRW SHS BEN INTcef | $43,000 | -28.3% | 5,448 | +3.1% | 0.01% | -17.6% |
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETFetf | $42,000 | -16.0% | 1,790 | 0.0% | 0.01% | 0.0% | |
| LMBS | Buy | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $43,000 | 0.0% | 890 | +0.2% | 0.01% | +16.7% |
| MCO | MOODYS CORP COMstock | $42,000 | -19.2% | 155 | 0.0% | 0.01% | 0.0% | |
| DGX | QUEST DIAGNOSTICS INC COMstock | $43,000 | -2.3% | 320 | 0.0% | 0.01% | +16.7% | |
| VOOG | VANGUARD S&P 500 GROWTH ETFetf | $41,000 | -21.2% | 187 | 0.0% | 0.01% | -7.1% | |
| K | Buy | KELLOGG CO COMstock | $39,000 | +11.4% | 544 | +0.7% | 0.01% | +30.0% |
| PGR | PROGRESSIVE CORP COMstock | $41,000 | +2.5% | 349 | 0.0% | 0.01% | +18.2% | |
| NFG | New | NATIONAL FUEL GAS CO COMstock | $41,000 | – | 625 | +100.0% | 0.01% | – |
| NVO | NOVO-NORDISK A S ADRadr | $41,000 | 0.0% | 370 | 0.0% | 0.01% | +18.2% | |
| MUB | Sell | ISHARES NATIONAL MUNI BOND ETFetf | $36,000 | -12.2% | 340 | -8.1% | 0.01% | +9.1% |
| SHE | Buy | SPDR SSGA GENDER DIVERSITY INDEX ETFetf | $38,000 | -17.4% | 502 | +0.4% | 0.01% | -7.7% |
| KNG | Buy | FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFetf | $37,000 | -9.8% | 747 | +0.4% | 0.01% | +9.1% |
| LSXMK | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $36,000 | -21.7% | 1,000 | 0.0% | 0.01% | -7.7% | |
| PYPL | PAYPAL HLDGS INC COMstock | $37,000 | -40.3% | 532 | 0.0% | 0.01% | -29.4% | |
| GENERAL ELECTRIC CO COM NEWstock | $33,000 | -29.8% | 514 | 0.0% | 0.01% | -15.4% | ||
| PEAK | Buy | HEALTHPEAK PROPERTIES INC COMreit | $35,000 | -23.9% | 1,336 | +0.1% | 0.01% | -15.4% |
| TRV | TRAVELERS COMPANIES INC COMstock | $34,000 | -8.1% | 202 | 0.0% | 0.01% | +10.0% | |
| VPL | Buy | VANGUARD FTSE PACIFIC ETFetf | $34,000 | -12.8% | 534 | +0.9% | 0.01% | 0.0% |
| FLRN | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $32,000 | -3.0% | 1,074 | 0.0% | 0.01% | +11.1% | |
| EEMS | Sell | ISHARES MSCI EMERGING MARKETS SMALL-CAP ETFetf | $32,000 | -28.9% | 660 | -16.1% | 0.01% | -16.7% |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $30,000 | -9.1% | 486 | 0.0% | 0.01% | +11.1% | |
| INTU | Buy | INTUIT COMstock | $31,000 | -8.8% | 80 | +14.3% | 0.01% | +11.1% |
| SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $32,000 | -15.8% | 459 | 0.0% | 0.01% | -9.1% | |
| WTRG | ESSENTIAL UTILS INC COMstock | $32,000 | -11.1% | 705 | 0.0% | 0.01% | 0.0% | |
| VGK | Buy | VANGUARD FTSE EUROPE ETFetf | $32,000 | -13.5% | 612 | +2.0% | 0.01% | 0.0% |
| VFH | VANGUARD FINANCIALS INDEX FUNDetf | $31,000 | -16.2% | 399 | 0.0% | 0.01% | 0.0% | |
| SDY | SPDR S&P DIVIDEND ETFetf | $32,000 | -5.9% | 268 | 0.0% | 0.01% | +11.1% | |
| SAGE | SAGE THERAPEUTICS INC COMstock | $32,000 | -3.0% | 1,000 | 0.0% | 0.01% | +11.1% | |
| O | Sell | REALTY INCOME CORP COMreit | $30,000 | -14.3% | 440 | -12.0% | 0.01% | 0.0% |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETFetf | $31,000 | -11.4% | 628 | 0.0% | 0.01% | 0.0% | |
| STPZ | Buy | PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUNDetf | $31,000 | -3.1% | 594 | +1.0% | 0.01% | +11.1% |
| MDYV | Buy | SPDR S&P 400 MID CAP VALUE ETFetf | $28,000 | -15.2% | 471 | +0.6% | 0.01% | 0.0% |
| KHC | Sell | KRAFT HEINZ CO COMstock | $29,000 | -42.0% | 770 | -39.4% | 0.01% | -35.7% |
| EXC | Sell | EXELON CORP COMstock | $27,000 | -15.6% | 587 | -11.3% | 0.01% | 0.0% |
| LW | LAMB WESTON HLDGS INC COMstock | $29,000 | +20.8% | 400 | 0.0% | 0.01% | +28.6% | |
| WMT | WALMART INC COMstock | $28,000 | -20.0% | 233 | 0.0% | 0.01% | -10.0% | |
| NEM | Sell | NEWMONT CORP COMstock | $29,000 | -79.3% | 489 | -72.3% | 0.01% | -76.9% |
| LBTYK | LIBERTY GLOBAL PLC SHS CL Cstock | $28,000 | -12.5% | 1,245 | 0.0% | 0.01% | 0.0% | |
| DOW | DOW INC COMstock | $29,000 | -19.4% | 567 | 0.0% | 0.01% | -10.0% | |
| OXY | OCCIDENTAL PETE CORP COMstock | $29,000 | +3.6% | 500 | 0.0% | 0.01% | +12.5% | |
| SLYV | Buy | SPDR S&P 600 SMALL CAP VALUE ETFetf | $28,000 | -12.5% | 389 | +0.3% | 0.01% | 0.0% |
| JOE | Sell | ST JOE CO COMstock | $28,000 | -69.6% | 703 | -54.7% | 0.01% | -65.4% |
| IJJ | Sell | ISHARES S&P MID-CAP 400 VALUE ETFetf | $28,000 | -26.3% | 300 | -14.5% | 0.01% | -18.2% |
| TTD | THE TRADE DESK INC COM CL Astock | $27,000 | -38.6% | 640 | 0.0% | 0.01% | -25.0% | |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $27,000 | -20.6% | 280 | 0.0% | 0.01% | 0.0% | |
| VIAC | PARAMOUNT GLOBAL CLASS B COMstock | $25,000 | -35.9% | 1,020 | 0.0% | 0.01% | -27.3% | |
| NKE | NIKE INC CL Bstock | $25,000 | -24.2% | 247 | 0.0% | 0.01% | -11.1% | |
| ETY | EATON VANCE TAX-MANAGED DIVERS COMcef | $24,000 | -17.2% | 2,103 | 0.0% | 0.01% | 0.0% | |
| CHK | New | CHESAPEAKE ENERGY CORP COMstock | $24,000 | – | 302 | +100.0% | 0.01% | – |
| WEC | Buy | WEC ENERGY GROUP INC COMstock | $25,000 | 0.0% | 251 | +0.4% | 0.01% | +14.3% |
| HYGH | ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETFetf | $24,000 | -7.7% | 297 | 0.0% | 0.01% | +14.3% | |
| PNW | PINNACLE WEST CAP CORP COMstock | $26,000 | -3.7% | 350 | 0.0% | 0.01% | +14.3% | |
| AI | C3 AI INC CL Astock | $22,000 | -18.5% | 1,200 | 0.0% | 0.01% | 0.0% | |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $21,000 | -30.0% | 524 | -17.0% | 0.01% | -12.5% |
| DRI | DARDEN RESTAURANTS INC COMstock | $23,000 | -14.8% | 200 | 0.0% | 0.01% | 0.0% | |
| SYK | STRYKER CORPORATION COMstock | $21,000 | -25.0% | 105 | 0.0% | 0.01% | -12.5% | |
| LSXMA | LIBERTY MEDIA CORP DEL COM A SIRIUSXMstock | $23,000 | -20.7% | 630 | 0.0% | 0.01% | -12.5% | |
| HRL | HORMEL FOODS CORP COMstock | $21,000 | -4.5% | 436 | 0.0% | 0.01% | +16.7% | |
| BMI | BADGER METER INC COMstock | $22,000 | -18.5% | 267 | 0.0% | 0.01% | 0.0% | |
| AVA | AVISTA CORP COMstock | $22,000 | -4.3% | 500 | 0.0% | 0.01% | +16.7% | |
| PLD | Sell | PROLOGIS INC. COMreit | $23,000 | -68.1% | 195 | -56.2% | 0.01% | -65.0% |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $23,000 | -8.0% | 521 | 0.0% | 0.01% | 0.0% | |
| ADI | ANALOG DEVICES INC COMstock | $21,000 | -12.5% | 146 | 0.0% | 0.01% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC COMstock | $21,000 | -32.3% | 280 | 0.0% | 0.01% | -22.2% | |
| DVYE | ISHARES EMERGING MARKETS DIVIDEND ETFetf | $22,000 | -18.5% | 820 | 0.0% | 0.01% | 0.0% | |
| PAYX | PAYCHEX INC COMstock | $23,000 | -14.8% | 199 | 0.0% | 0.01% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP COMstock | $20,000 | -25.9% | 321 | 0.0% | 0.01% | -14.3% | |
| ETO | EATON VANCE TAX-ADVANTAGED GLO COMcef | $18,000 | -28.0% | 827 | 0.0% | 0.01% | -14.3% | |
| WEN | WENDYS CO COMstock | $18,000 | -14.3% | 954 | 0.0% | 0.01% | 0.0% | |
| SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $19,000 | -13.6% | 418 | +0.5% | 0.01% | 0.0% |
| DLTH | DULUTH HLDGS INC COM CL Bstock | $18,000 | -21.7% | 1,900 | 0.0% | 0.01% | 0.0% | |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $19,000 | -5.0% | 266 | +0.8% | 0.01% | 0.0% |
| FWONK | LIBERTY MEDIA CORP DEL COM SER C FRMLAstock | $20,000 | -9.1% | 315 | 0.0% | 0.01% | 0.0% | |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC COMstock | $19,000 | -13.6% | 2,065 | +1.8% | 0.01% | 0.0% |
| LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $18,000 | -14.3% | 157 | 0.0% | 0.01% | 0.0% | |
| F | Sell | FORD MTR CO DEL COMstock | $18,000 | -40.0% | 1,650 | -8.3% | 0.01% | -25.0% |
| NDSN | NORDSON CORP COMstock | $20,000 | -9.1% | 97 | 0.0% | 0.01% | 0.0% | |
| MSCI | Buy | MSCI INC COMstock | $19,000 | -17.4% | 46 | +2.2% | 0.01% | 0.0% |
| SCHD | SCHWAB US DIVIDEND EQUITY ETFetf | $19,000 | -9.5% | 265 | 0.0% | 0.01% | 0.0% | |
| QQEW | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $20,000 | -20.0% | 230 | 0.0% | 0.01% | -14.3% | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETFetf | $19,000 | -17.4% | 613 | 0.0% | 0.01% | 0.0% | |
| XEL | XCEL ENERGY INC COMstock | $18,000 | 0.0% | 250 | 0.0% | 0.01% | +20.0% | |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $16,000 | -11.1% | 409 | 0.0% | 0.01% | 0.0% | |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $14,000 | -6.7% | 335 | +2.1% | 0.01% | +25.0% |
| BK | BANK NEW YORK MELLON CORP COMstock | $14,000 | -17.6% | 337 | 0.0% | 0.01% | 0.0% | |
| BME | BLACKROCK HEALTH SCIENCES TR COMcef | $17,000 | -5.6% | 395 | 0.0% | 0.01% | 0.0% | |
| CACI | CACI INTL INC CL Astock | $14,000 | 0.0% | 48 | 0.0% | 0.01% | +25.0% | |
| PSF | COHEN & STEERS SELECT PFD & IN COMcef | $14,000 | -12.5% | 700 | 0.0% | 0.01% | +25.0% | |
| COP | CONOCOPHILLIPS COMstock | $17,000 | -10.5% | 186 | 0.0% | 0.01% | 0.0% | |
| FFC | FLAHERTY & CRUMRINE PFD SECS I COMcef | $14,000 | -17.6% | 850 | 0.0% | 0.01% | 0.0% | |
| GGN | GAMCO GLOBAL GOLD NAT RES & COM SH BEN INTcef | $16,000 | -11.1% | 4,417 | 0.0% | 0.01% | 0.0% | |
| GM | GENERAL MTRS CO COMstock | $14,000 | -26.3% | 434 | 0.0% | 0.01% | 0.0% | |
| SOXX | ISHARES SEMICONDUCTOR FUNDetf | $16,000 | -23.8% | 45 | 0.0% | 0.01% | -16.7% | |
| LH | LABORATORY CORP AMER HLDGS COM NEWstock | $16,000 | -11.1% | 68 | 0.0% | 0.01% | 0.0% | |
| LYFT | LYFT INC CL A COMstock | $16,000 | -65.2% | 1,205 | 0.0% | 0.01% | -61.5% | |
| MP | New | MP MATERIALS CORP COM CL Astock | $16,000 | – | 500 | +100.0% | 0.01% | – |
| MA | MASTERCARD INCORPORATED CL Astock | $14,000 | -12.5% | 44 | 0.0% | 0.01% | +25.0% | |
| MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $15,000 | -11.8% | 70 | 0.0% | 0.01% | 0.0% | |
| PPL | PPL CORP COMstock | $17,000 | 0.0% | 612 | 0.0% | 0.01% | 0.0% | |
| PSK | SPDR ICE PREFERRED SECURITIES ETFetf | $16,000 | -5.9% | 435 | 0.0% | 0.01% | 0.0% | |
| XHB | Sell | SPDR S&P HOMEBUILDERS ETFetf | $14,000 | -50.0% | 250 | -44.4% | 0.01% | -37.5% |
| KOMP | SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETFetf | $16,000 | -23.8% | 400 | 0.0% | 0.01% | -16.7% | |
| SNY | Sell | SANOFI SPONSORED ADRadr | $17,000 | -22.7% | 335 | -23.2% | 0.01% | -16.7% |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $15,000 | -21.1% | 490 | 0.0% | 0.01% | 0.0% | |
| SGEN | SEAGEN INC COMstock | $16,000 | +23.1% | 93 | 0.0% | 0.01% | +25.0% | |
| PSLV | SPROTT PHYSICAL SILVER TR TR UNITcef | $17,000 | -22.7% | 2,500 | 0.0% | 0.01% | -16.7% | |
| CEF | SPROTT PHYSICAL GOLD & SILVER TR UNITcef | $15,000 | -11.8% | 900 | 0.0% | 0.01% | 0.0% | |
| TRNS | TRANSCAT INC COMstock | $14,000 | -30.0% | 250 | 0.0% | 0.01% | -16.7% | |
| VALE | VALE S A SPONSORED ADSadr | $15,000 | -25.0% | 1,000 | 0.0% | 0.01% | -16.7% | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $17,000 | -22.7% | 52 | 0.0% | 0.01% | -16.7% | |
| WMB | Buy | WILLIAMS COS INC COMstock | $16,000 | -5.9% | 526 | +1.3% | 0.01% | 0.0% |
| LBTYA | LIBERTY GLOBAL PLC SHS CL Astock | $17,000 | -19.0% | 806 | 0.0% | 0.01% | -16.7% | |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETFetf | $12,000 | 0.0% | 490 | 0.0% | 0.00% | +33.3% | |
| ISCF | ISHARES MSCI INTL SMALL-CAP MULTIFACTOR ETFetf | $13,000 | -13.3% | 438 | 0.0% | 0.00% | 0.0% | |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $12,000 | -14.3% | 296 | +0.7% | 0.00% | 0.0% |
| IQDF | FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUNDetf | $11,000 | -8.3% | 518 | 0.0% | 0.00% | +33.3% | |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETFetf | $11,000 | -31.2% | 250 | 0.0% | 0.00% | 0.0% | |
| FE | FIRSTENERGY CORP COMstock | $11,000 | -15.4% | 285 | 0.0% | 0.00% | 0.0% | |
| AAL | AMERICAN AIRLS GROUP INC COMstock | $13,000 | -27.8% | 1,002 | 0.0% | 0.00% | -20.0% | |
| PSX | PHILLIPS 66 COMstock | $12,000 | 0.0% | 143 | 0.0% | 0.00% | +33.3% | |
| MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $13,000 | -7.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TFX | TELEFLEX INCORPORATED COMstock | $12,000 | -29.4% | 49 | 0.0% | 0.00% | -20.0% | |
| MTOR | MERITOR INC COMstock | $12,000 | +9.1% | 320 | 0.0% | 0.00% | +33.3% | |
| HFRO | HIGHLAND INCOME FD HIGHLAND INCOMEcef | $13,000 | 0.0% | 1,125 | 0.0% | 0.00% | 0.0% | |
| PTA | COHEN & STEERS TAX ADVAN PFD S COMcef | $13,000 | -13.3% | 700 | 0.0% | 0.00% | 0.0% | |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $12,000 | -7.7% | 300 | 0.0% | 0.00% | 0.0% | |
| OBELF | Buy | OBSIDIAN ENERGY LTD COMstock | $12,000 | – | 1,521 | +7142.9% | 0.00% | – |
| ADP | AUTOMATIC DATA PROCESSING INC COMstock | $13,000 | -7.1% | 63 | 0.0% | 0.00% | 0.0% | |
| CONSTELLATION ENERGY CORP COMstock | $13,000 | +8.3% | 219 | 0.0% | 0.00% | +33.3% | ||
| BHP | BHP GROUP LTD SPONSORED ADSadr | $12,000 | -25.0% | 208 | 0.0% | 0.00% | 0.0% | |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETFetf | $11,000 | -15.4% | 250 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINL INC COMstock | $12,000 | -20.0% | 124 | 0.0% | 0.00% | 0.0% | |
| RJF | RAYMOND JAMES FINL INC COMstock | $13,000 | -18.8% | 145 | 0.0% | 0.00% | 0.0% | |
| CC | CHEMOURS CO COMstock | $12,000 | 0.0% | 370 | 0.0% | 0.00% | +33.3% | |
| USCI | UNITED STATES COMMODITY INDEX FUNDetf | $11,000 | 0.0% | 200 | 0.0% | 0.00% | +33.3% | |
| MORT | VANECK MORTGAGE REIT INCOME ETFetf | $9,000 | -18.2% | 665 | 0.0% | 0.00% | 0.0% | |
| TPR | TAPESTRY INC COMstock | $10,000 | -16.7% | 312 | 0.0% | 0.00% | 0.0% | |
| ARDC | ARES DYNAMIC CR ALLOCATION FD COMcef | $10,000 | -16.7% | 800 | 0.0% | 0.00% | 0.0% | |
| DEO | DIAGEO PLC SPON ADR NEWadr | $9,000 | -10.0% | 50 | 0.0% | 0.00% | 0.0% | |
| JRO | NUVEEN FLOATING RATE INCOME OP COM SHScef | $8,000 | -27.3% | 1,040 | 0.0% | 0.00% | 0.0% | |
| LTHM | LIVENT CORP COMstock | $9,000 | -10.0% | 395 | 0.0% | 0.00% | 0.0% | |
| MJ | ETFMG ALTERNATIVE HARVEST ETFetf | $8,000 | -42.9% | 1,354 | 0.0% | 0.00% | -25.0% | |
| NVS | NOVARTIS AG SPONSORED ADRadr | $8,000 | -11.1% | 100 | 0.0% | 0.00% | +50.0% | |
| IXJ | ISHARES GLOBAL HEALTHCARE ETFetf | $8,000 | -11.1% | 101 | 0.0% | 0.00% | +50.0% | |
| ALB | ALBEMARLE CORP COMstock | $8,000 | -11.1% | 40 | 0.0% | 0.00% | +50.0% | |
| NBIX | NEUROCRINE BIOSCIENCES INC COMstock | $8,000 | 0.0% | 83 | 0.0% | 0.00% | +50.0% | |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHScef | $9,000 | -18.2% | 400 | 0.0% | 0.00% | 0.0% | |
| RIO | Buy | RIO TINTO PLC SPONSORED ADRadr | $10,000 | -16.7% | 158 | +5.3% | 0.00% | 0.0% |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETFetf | $8,000 | -11.1% | 300 | 0.0% | 0.00% | +50.0% | |
| EME | EMCOR GROUP INC COMstock | $10,000 | -9.1% | 100 | 0.0% | 0.00% | 0.0% | |
| ICUI | ICU MED INC COMstock | $9,000 | -25.0% | 54 | 0.0% | 0.00% | 0.0% | |
| HRI | HERC HLDGS INC COMstock | $9,000 | -47.1% | 101 | 0.0% | 0.00% | -40.0% | |
| SCHH | Buy | SCHWAB U.S. REIT ETFetf | $9,000 | -18.2% | 434 | +0.7% | 0.00% | 0.0% |
| FWONA | LIBERTY MEDIA CORP DEL COM SER A FRMLAstock | $9,000 | -10.0% | 157 | 0.0% | 0.00% | 0.0% | |
| CME | CME GROUP INC COMstock | $8,000 | -20.0% | 41 | 0.0% | 0.00% | 0.0% | |
| MRTN | MARTEN TRANS LTD COMstock | $8,000 | 0.0% | 459 | 0.0% | 0.00% | +50.0% | |
| HCDIP | Buy | HARBOR CUSTOM DEVELOPMENT INC 8 CONV PFD SR Aconvertible preferred | $8,000 | 0.0% | 523 | +3.4% | 0.00% | +50.0% |
| C | CITIGROUP INC COM NEWstock | $9,000 | -10.0% | 187 | 0.0% | 0.00% | 0.0% | |
| LHCG | LHC GROUP INC COMstock | $9,000 | -10.0% | 57 | 0.0% | 0.00% | 0.0% | |
| MAR | MARRIOTT INTL INC NEW CL Astock | $9,000 | -25.0% | 67 | 0.0% | 0.00% | 0.0% | |
| GPN | GLOBAL PMTS INC COMstock | $9,000 | -18.2% | 77 | 0.0% | 0.00% | 0.0% | |
| TWLO | TWILIO INC CL Astock | $8,000 | -50.0% | 100 | 0.0% | 0.00% | -25.0% | |
| COLD | Buy | AMERICOLD REALTY TRUST INC COMstock | $10,000 | +11.1% | 338 | +0.6% | 0.00% | +50.0% |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $10,000 | -9.1% | 141 | 0.0% | 0.00% | 0.0% | |
| IRBO | ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETFetf | $10,000 | -23.1% | 371 | 0.0% | 0.00% | -25.0% | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $10,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% | |
| EMR | EMERSON ELEC CO COMstock | $9,000 | -18.2% | 111 | 0.0% | 0.00% | 0.0% | |
| MASI | MASIMO CORP COMstock | $6,000 | -14.3% | 46 | 0.0% | 0.00% | 0.0% | |
| FREL | Sell | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $6,000 | -40.0% | 206 | -36.0% | 0.00% | -33.3% |
| FDHY | FIDELITY HIGH YIELD FACTOR ETFetf | $5,000 | -16.7% | 111 | 0.0% | 0.00% | 0.0% | |
| EXPE | EXPEDIA GROUP INC COM NEWstock | $6,000 | -53.8% | 64 | 0.0% | 0.00% | -50.0% | |
| DD | DUPONT DE NEMOURS INC COMstock | $6,000 | -25.0% | 102 | 0.0% | 0.00% | 0.0% | |
| TRMB | New | TRIMBLE INC COMstock | $6,000 | – | 100 | +100.0% | 0.00% | – |
| PTRA | PROTERRA INC COMstock | $5,000 | -37.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| USPH | U S PHYSICAL THERAPY COMstock | $6,000 | +20.0% | 55 | 0.0% | 0.00% | +100.0% | |
| EPC | EDGEWELL PERS CARE CO COMstock | $5,000 | -16.7% | 156 | 0.0% | 0.00% | 0.0% | |
| EBAY | Buy | EBAY INC. COMstock | $5,000 | -28.6% | 118 | +0.9% | 0.00% | 0.0% |
| APTV | APTIV PLC SHSstock | $6,000 | -25.0% | 65 | 0.0% | 0.00% | 0.0% | |
| ITEQ | BLUESTAR ISRAEL TECHNOLOGY ETFetf | $6,000 | -14.3% | 125 | 0.0% | 0.00% | 0.0% | |
| EXG | EATON VANCE TAX-MANAGED GLOBAL COMcef | $7,000 | -22.2% | 900 | 0.0% | 0.00% | 0.0% | |
| LAC | LITHIUM AMERS CORP NEW COM NEWstock | $6,000 | -50.0% | 300 | 0.0% | 0.00% | -33.3% | |
| META | ROUNDHILL BALL METAVERSE ETFetf | $6,000 | -33.3% | 735 | 0.0% | 0.00% | 0.0% | |
| ALGN | ALIGN TECHNOLOGY INC COMstock | $7,000 | -46.2% | 30 | 0.0% | 0.00% | -50.0% | |
| BBU | BROOKFIELD BUSINESS PARTNERS L UNIT LTD L Pstock | $7,000 | -30.0% | 324 | 0.0% | 0.00% | -33.3% | |
| BAMR | BROOKFIELD ASSET MGMT REINS PA CL A EXCH LT VTGstock | $7,000 | -30.0% | 167 | 0.0% | 0.00% | -33.3% | |
| NIO | NIO INC SPON ADSadr | $5,000 | 0.0% | 250 | 0.0% | 0.00% | +100.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $6,000 | -14.3% | 60 | 0.0% | 0.00% | 0.0% | |
| ABUS | Sell | ARBUTUS BIOPHARMA CORP COMstock | $5,000 | -70.6% | 2,000 | -64.3% | 0.00% | -60.0% |
| PTY | PIMCO CORPORATE & INCOME OPPOR COMcef | $6,000 | -14.3% | 481 | 0.0% | 0.00% | 0.0% | |
| MFEM | Sell | PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETFetf | $7,000 | -30.0% | 388 | -20.5% | 0.00% | -33.3% |
| MMS | MAXIMUS INC COMstock | $6,000 | -14.3% | 93 | 0.0% | 0.00% | 0.0% | |
| BKI | BLACK KNIGHT INC COMstock | $5,000 | +25.0% | 70 | 0.0% | 0.00% | +100.0% | |
| BTZ | BLACKROCK CR ALLOCATION INCOME COMcef | $5,000 | -16.7% | 501 | 0.0% | 0.00% | 0.0% | |
| EFA | ISHARES MSCI EAFE ETFetf | $6,000 | -14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| OC | OWENS CORNING NEW COMstock | $5,000 | -16.7% | 63 | 0.0% | 0.00% | 0.0% | |
| SNDR | SCHNEIDER NATIONAL INC CL Bstock | $5,000 | -16.7% | 228 | 0.0% | 0.00% | 0.0% | |
| ACWV | Buy | ISHARES MSCI GLOBAL MIN VOL FACTOR ETFetf | $7,000 | -12.5% | 74 | +1.4% | 0.00% | 0.0% |
| CEMB | ISHARES J.P. MORGAN EM CORPORATE BOND ETFetf | $5,000 | 0.0% | 118 | 0.0% | 0.00% | +100.0% | |
| BST | BLACKROCK SCIENCE & TECHNOLOGY SHScef | $6,000 | -25.0% | 185 | 0.0% | 0.00% | 0.0% | |
| QCLN | Sell | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETFetf | $6,000 | -64.7% | 120 | -55.6% | 0.00% | -60.0% |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $7,000 | -22.2% | 188 | +0.5% | 0.00% | 0.0% |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $5,000 | 0.0% | 108 | +50.0% | 0.00% | +100.0% |
| SMG | SCOTTS MIRACLE-GRO CO CL Astock | $5,000 | -28.6% | 57 | 0.0% | 0.00% | 0.0% | |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $6,000 | -33.3% | 300 | 0.0% | 0.00% | 0.0% | |
| VTRS | VIATRIS INC COMstock | $5,000 | -16.7% | 514 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC COMstock | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| OFC | CORPORATE OFFICE PPTYS TR SH BEN INTreit | $7,000 | -12.5% | 275 | 0.0% | 0.00% | 0.0% | |
| CTVA | Buy | CORTEVA INC COMstock | $6,000 | +500.0% | 112 | +833.3% | 0.00% | – |
| FTNT | Buy | FORTINET INC COMstock | $7,000 | -22.2% | 130 | +400.0% | 0.00% | 0.0% |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $7,000 | -22.2% | 40 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS INC NEW COMstock | $7,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $6,000 | -14.3% | 125 | 0.0% | 0.00% | 0.0% | |
| TDOC | TELADOC HEALTH INC COMstock | $6,000 | -53.8% | 182 | 0.0% | 0.00% | -50.0% | |
| TU | TELUS CORPORATION COMstock | $5,000 | -16.7% | 225 | 0.0% | 0.00% | 0.0% | |
| ALL | ALLSTATE CORP COMstock | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| NRG | Sell | NRG ENERGY INC COM NEWstock | $3,000 | -57.1% | 69 | -62.5% | 0.00% | -50.0% |
| MET | METLIFE INC COMstock | $4,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| PCN | PIMCO CORPORATE & INCM STRG FD COMcef | $3,000 | -25.0% | 276 | 0.0% | 0.00% | 0.0% | |
| LNC | LINCOLN NATL CORP IND COMstock | $2,000 | -33.3% | 43 | 0.0% | 0.00% | 0.0% | |
| BATRK | LIBERTY MEDIA CORP DEL COM C BRAVES GRPstock | $3,000 | -25.0% | 126 | 0.0% | 0.00% | 0.0% | |
| LDOS | New | LEIDOS HOLDINGS INC COMstock | $2,000 | – | 20 | +100.0% | 0.00% | – |
| Sell | KYNDRYL HLDGS INC COMMON STOCKstock | $4,000 | -33.3% | 426 | -2.5% | 0.00% | -50.0% | |
| SLV | Sell | ISHARES SILVER TRUSTetf | $2,000 | -97.3% | 100 | -96.9% | 0.00% | -95.0% |
| AOM | ISHARES MODERATE ALLOCATION FUNDetf | $2,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| AOA | ISHARES CORE AGGRESSIVE ALLOCATION ETFetf | $4,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| IXC | ISHARES GLOBAL ENERGY ETFetf | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $4,000 | -86.2% | 30 | -87.0% | 0.00% | -87.5% |
| XSHD | INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETFetf | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| HBIO | HARVARD BIOSCIENCE INC COMstock | $2,000 | -33.3% | 500 | 0.0% | 0.00% | 0.0% | |
| SKX | SKECHERS U S A INC CL Astock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FDD | FIRST TRUST DOW JONES STOXX EUROPEAN SELECT DIVIDEND INDEX FUNDetf | $3,000 | -25.0% | 320 | 0.0% | 0.00% | 0.0% | |
| FCT | FIRST TR SR FLTG RATE INCOME F COMcef | $4,000 | -20.0% | 400 | 0.0% | 0.00% | 0.0% | |
| New | EMBECTA CORP COMMON STOCKstock | $3,000 | – | 107 | +100.0% | 0.00% | – | |
| EA | ELECTRONIC ARTS INC COMstock | $2,000 | -33.3% | 20 | 0.0% | 0.00% | 0.0% | |
| VFC | V F CORP COMstock | $4,000 | -20.0% | 95 | 0.0% | 0.00% | 0.0% | |
| DBX | DROPBOX INC CL Astock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| New | DRAFTKINGS INC NEW COM CL Astock | $2,000 | – | 130 | +100.0% | 0.00% | – | |
| DOCN | DIGITALOCEAN HLDGS INC COMstock | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| CBRL | CRACKER BARREL OLD CTRY STORE COMstock | $4,000 | -33.3% | 50 | 0.0% | 0.00% | -50.0% | |
| CPNG | COUPANG INC CL Astock | $3,000 | -25.0% | 220 | 0.0% | 0.00% | 0.0% | |
| COG | New | COTERRA ENERGY INC COMstock | $3,000 | – | 100 | +100.0% | 0.00% | – |
| BROOKFIELD BUSINESS CORP CL A EXC SUB VTGstock | $4,000 | -20.0% | 162 | 0.0% | 0.00% | 0.0% | ||
| WELL | WELLTOWER INC COMreit | $3,000 | -25.0% | 37 | 0.0% | 0.00% | 0.0% | |
| BDN | BRANDYWINE RLTY TR SH BEN INT NEWreit | $2,000 | -33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| WCC | WESCO INTL INC COMstock | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| BXP | BOSTON PROPERTIES INC COMreit | $4,000 | -20.0% | 40 | 0.0% | 0.00% | 0.0% | |
| BEEM | Sell | BEAM GLOBAL COMstock | $2,000 | -71.4% | 150 | -53.1% | 0.00% | -50.0% |
| WOPEY | New | WOODSIDE ENERGY GROUP LTD SPONSORED ADRadr | $2,000 | – | 75 | +100.0% | 0.00% | – |
| AMAT | APPLIED MATLS INC COMstock | $3,000 | -25.0% | 29 | 0.0% | 0.00% | 0.0% | |
| New | GAMBLING COM GROUP LIMITED ORDINARY SHARESstock | $3,000 | – | 400 | +100.0% | 0.00% | – | |
| LILAK | LIBERTY LATIN AMERICA LTD COM CL Cstock | $2,000 | 0.0% | 216 | 0.0% | 0.00% | 0.0% | |
| GOLF | ACUSHNET HLDGS CORP COMstock | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKTstock | $4,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFetf | $2,000 | -33.3% | 40 | 0.0% | 0.00% | 0.0% | |
| GMDA | GAMIDA CELL LTD SHSstock | $2,000 | -50.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| OXYWS | OCCIDENTAL PETE CORP WT EXP 080327stock | $2,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| NTNX | NUTANIX INC CL Astock | $2,000 | -33.3% | 109 | 0.0% | 0.00% | 0.0% | |
| PRAA | PRA GROUP INC COMstock | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CMPS | COMPASS PATHWAYS PLC SPONSORED ADSadr | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| FULT | FULTON FINL CORP PA COMstock | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| SRNE | SORRENTO THERAPEUTICS INC COM NEWstock | $0 | – | 116 | 0.0% | 0.00% | – | |
| CLNE | CLEAN ENERGY FUELS CORP COMstock | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| VJET | VOXELJET AG ADSadr | $0 | – | 13 | 0.0% | 0.00% | – | |
| GSIE | New | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| GSLC | New | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| CGC | CANOPY GROWTH CORP COMstock | $0 | -100.0% | 115 | 0.0% | 0.00% | – | |
| WAB | WABTEC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| OMC | OMNICOM GROUP INC COMstock | $1,000 | -50.0% | 21 | 0.0% | 0.00% | -100.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $0 | – | 7 | 0.0% | 0.00% | – | |
| KTB | KONTOOR BRANDS INC COMstock | $0 | -100.0% | 13 | 0.0% | 0.00% | – | |
| BATRA | LIBERTY MEDIA CORP DEL COM A BRAVES GRPstock | $0 | – | 13 | 0.0% | 0.00% | – | |
| ROST | New | ROSS STORES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| RIGL | RIGEL PHARMACEUTICALS INC COM NEWstock | $1,000 | -66.7% | 1,000 | 0.0% | 0.00% | -100.0% | |
| NFLX | NETFLIX INC COMstock | $1,000 | -50.0% | 5 | 0.0% | 0.00% | -100.0% | |
| RIBT | RICEBRAN TECHNOLOGIES COM NEWstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| New | POLARITYTE INC COM NEWstock | $0 | – | 40 | +100.0% | 0.00% | – | |
| LTRPA | LIBERTY TRIPADVISOR HLDGS INC COM SER Astock | $0 | – | 184 | 0.0% | 0.00% | – | |
| AGIO | AGIOS PHARMACEUTICALS INC COMstock | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| AGEN | AGENUS INC COM NEWstock | $0 | – | 16 | 0.0% | 0.00% | – | |
| LITE | LUMENTUM HLDGS INC COMstock | $1,000 | -50.0% | 16 | 0.0% | 0.00% | -100.0% | |
| PRTG | PORTAGE BIOTECH INC COMstock | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| AETHLON MED INC COMstock | $0 | – | 16 | 0.0% | 0.00% | – | ||
| ONVO | ORGANOVO HLDGS INC COM NEWstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| NKLA | NIKOLA CORP COMstock | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| PAA | Buy | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $1,000 | 0.0% | 85 | +1.2% | 0.00% | – |
| ARKG | ARK GENOMIC REVOLUTION ETFetf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| MNMD | New | MIND MEDICINE MINDMED INC COMMON SHARESstock | $1,000 | – | 1,500 | +100.0% | 0.00% | – |
| SSYS | STRATASYS LTD SHSstock | $0 | – | 15 | 0.0% | 0.00% | – | |
| WWD | Exit | WOODWARD INC COMstock | $0 | – | -5 | -100.0% | 0.00% | – |
| PHM | Exit | PULTE GROUP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| RBLX | Exit | ROBLOX CORP CL Astock | $0 | – | -6 | -100.0% | 0.00% | – |
| GDXJ | VANECK JUNIOR GOLD MINERS ETFetf | $0 | -100.0% | 15 | 0.0% | 0.00% | – | |
| GDX | VANECK GOLD MINERS ETFetf | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INC CL Cstock | $0 | – | 25 | 0.0% | 0.00% | – | |
| Exit | ORION OFFICE REIT INC COMreit | $0 | – | -50 | -100.0% | 0.00% | – | |
| TDUP | THREDUP INC CL Astock | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| TXG | 10X GENOMICS INC CL A COMstock | $0 | -100.0% | 9 | 0.0% | 0.00% | – | |
| SU | SUNCOR ENERGY INC NEW COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| DM | DESKTOP METAL INC COM CL Astock | $0 | – | 64 | 0.0% | 0.00% | – | |
| FLR | FLUOR CORP NEW COMstock | $0 | – | 14 | 0.0% | 0.00% | – | |
| SQ | Sell | BLOCK INC CL Astock | $1,000 | -96.7% | 24 | -89.3% | 0.00% | -100.0% |
| VREX | VAREX IMAGING CORP COMstock | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| PTON | Exit | PELOTON INTERACTIVE INC CL A COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| FUL | FULLER H B CO COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC COMstock | $1,000 | 0.0% | 81 | 0.0% | 0.00% | – | |
| PTE | Exit | POLARITYTE INC COMstock | $0 | – | -1,000 | -100.0% | 0.00% | – |
| HSDT | HELIUS MED TECHNOLOGIES INC COM CL A NEWstock | $0 | – | 107 | 0.0% | 0.00% | – | |
| OI | O-I GLASS INC COMstock | $0 | – | 27 | 0.0% | 0.00% | – | |
| HYHG | PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETFetf | $1,000 | -50.0% | 25 | 0.0% | 0.00% | -100.0% | |
| POWI | Exit | POWER INTEGRATIONS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| IRDM | New | IRIDIUM COMMUNICATIONS INC COMstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $1,000 | -50.0% | 13 | 0.0% | 0.00% | -100.0% | |
| IFGL | ISHARES FTSE EPRA/NAREIT DEVELOPED REAL ESTATE EX-US INDEX FUNDetf | $0 | – | 15 | 0.0% | 0.00% | – | |
| BELLICUM PHARMACEUTICALS INC COM NEWstock | $0 | – | 100 | 0.0% | 0.00% | – | ||
| CLI | VERIS RESIDENTIAL INC COMreit | $1,000 | 0.0% | 53 | 0.0% | 0.00% | – | |
| SPLG | SPDR PORTFOLIO S&P 500 ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| NKTR | NEKTAR THERAPEUTICS COMstock | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| AAOI | APPLIED OPTOELECTRONICS INC COMstock | $0 | – | 25 | 0.0% | 0.00% | – | |
| MRVL | Exit | MARVELL TECHNOLOGY INC COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
| COIN | Exit | COINBASE GLOBAL INC COM CL Astock | $0 | – | -20 | -100.0% | -0.00% | – |
| DKNG | Exit | DRAFTKINGS INC COM CL Astock | $0 | – | -130 | -100.0% | -0.00% | – |
| VOYA | Exit | VOYA FINANCIAL INC COMstock | $0 | – | -41 | -100.0% | -0.00% | – |
| IJK | Exit | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $0 | – | -22 | -100.0% | -0.00% | – |
| PCG | Exit | PG&E CORP COMstock | $0 | – | -139 | -100.0% | -0.00% | – |
| SCZ | Exit | ISHARES MSCI EAFE SMALL-CAP ETFetf | $0 | – | -73 | -100.0% | -0.00% | – |
| SRE | Exit | SEMPRA COMstock | $0 | – | -22 | -100.0% | -0.00% | – |
| VKTX | Exit | VIKING THERAPEUTICS INC COMstock | $0 | – | -2,500 | -100.0% | -0.00% | – |
| DISCA | Exit | WARNER BROS DISCOVERY INC COM SER Astock | $0 | – | -370 | -100.0% | -0.00% | – |
| KNX | Exit | KNIGHT-SWIFT TRANSN HLDGS INC CL Astock | $0 | – | -209 | -100.0% | -0.00% | – |
| CERN | Exit | CERNER CORP COMstock | $0 | – | -130 | -100.0% | -0.00% | – |
| GTHX | Exit | G1 THERAPEUTICS INC COMstock | $0 | – | -1,500 | -100.0% | -0.00% | – |
| XL | Exit | XL FLEET CORP COM CL Astock | $0 | – | -7,800 | -100.0% | -0.00% | – |
| EIX | Exit | EDISON INTL COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
| CLF | Exit | CLEVELAND-CLIFFS INC NEW COMstock | $0 | – | -500 | -100.0% | -0.00% | – |
| MOS | Exit | MOSAIC CO NEW COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
| PSFE | Exit | PAYSAFE LIMITED ORDstock | $0 | – | -4,600 | -100.0% | -0.00% | – |
| FTXR | Exit | FIRST TRUST NASDAQ TRANSPORTATION ETFetf | $0 | – | -580 | -100.0% | -0.01% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC COMstock | $0 | – | -126 | -100.0% | -0.01% | – |
| PLL | Exit | PIEDMONT LITHIUM INC COMstock | $0 | – | -300 | -100.0% | -0.01% | – |
| ALDX | Exit | ALDEYRA THERAPEUTICS INC COMstock | $0 | – | -5,000 | -100.0% | -0.01% | – |
| QYLD | Exit | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $0 | – | -1,200 | -100.0% | -0.01% | – |
| NGM | Exit | NGM BIOPHARMACEUTICALS INC COMstock | $0 | – | -1,600 | -100.0% | -0.01% | – |
| DISCK | Exit | DISCOVERY INC COM SER Cstock | $0 | – | -1,110 | -100.0% | -0.01% | – |
| PAVE | Exit | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $0 | – | -1,130 | -100.0% | -0.01% | – |
| TAN | Exit | INVESCO SOLAR ETFetf | $0 | – | -435 | -100.0% | -0.01% | – |
| HDV | Exit | ISHARES CORE HIGH DIVIDEND ETFetf | $0 | – | -350 | -100.0% | -0.01% | – |
| ZEV | Exit | LIGHTNING EMOTORS INC COMstock | $0 | – | -6,700 | -100.0% | -0.01% | – |
| EDF | Exit | VIRTUS STONE HBR EMRG MKTS INC COMcef | $0 | – | -6,141 | -100.0% | -0.01% | – |
| XLY | Exit | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $0 | – | -250 | -100.0% | -0.01% | – |
| FRPT | Exit | FRESHPET INC COMstock | $0 | – | -500 | -100.0% | -0.01% | – |
| ALTO | Exit | ALTO INGREDIENTS INC COMstock | $0 | – | -8,800 | -100.0% | -0.02% | – |
| IRM | Exit | IRON MTN INC NEW COMreit | $0 | – | -1,191 | -100.0% | -0.02% | – |
| KYN | Exit | KAYNE ANDERSON ENERGY INFRSTR COMcef | $0 | – | -8,950 | -100.0% | -0.02% | – |
| SURF | Exit | SURFACE ONCOLOGY INC COMstock | $0 | – | -53,442 | -100.0% | -0.04% | – |
| LAND | Exit | GLADSTONE LD CORP COMreit | $0 | – | -5,190 | -100.0% | -0.05% | – |
| PBCT | Exit | PEOPLES UNITED FINANCIAL INC COMstock | $0 | – | -18,000 | -100.0% | -0.10% | – |
| IX | Exit | ORIX CORP SPONSORED ADRadr | $0 | – | -14,375 | -100.0% | -0.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP COM | 20 | Q3 2023 | 5.9% |
| BROADCOM INC COM | 20 | Q3 2023 | 4.2% |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 20 | Q3 2023 | 3.9% |
| UNITEDHEALTH GROUP INC COM | 20 | Q3 2023 | 3.3% |
| JPMORGAN CHASE & CO COM | 20 | Q3 2023 | 2.8% |
| JOHNSON & JOHNSON COM | 20 | Q3 2023 | 4.3% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 20 | Q3 2023 | 4.2% |
| ALPHABET INC CAP STK CL A | 20 | Q3 2023 | 2.2% |
| APPLE INC COM | 20 | Q3 2023 | 2.6% |
| VISA INC COM CL A | 20 | Q3 2023 | 2.5% |
View Princeton Global Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-02 |
View Princeton Global Asset Management 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.