$258 Million is the total value of Global Wealth Management Investment Advisory, Inc.'s 485 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 29.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWY | Sell | ISHARES TRrus tp200 gr etf | $10,902,000 | -2.4% | 81,948 | -11.0% | 4.22% | -12.6% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $9,232,000 | +3.0% | 170,739 | +3.4% | 3.58% | -7.7% |
| AAPL | Buy | APPLE INC | $8,675,000 | +14.8% | 65,381 | +0.2% | 3.36% | +2.9% |
| USIG | Buy | ISHARES TRusd inv grde etf | $8,666,000 | +3.4% | 139,840 | +1.4% | 3.36% | -7.3% |
| IWX | Sell | ISHARES TRrus tp200 vl etf | $8,365,000 | +9.6% | 144,469 | -3.3% | 3.24% | -1.8% |
| IEMG | Sell | ISHARES INCcore msci emkt | $7,358,000 | +16.1% | 118,607 | -1.2% | 2.85% | +4.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $7,164,000 | +14.4% | 78,282 | +1.2% | 2.78% | +2.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $6,855,000 | +15.0% | 99,222 | +0.4% | 2.66% | +3.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $6,283,000 | +12.1% | 16,738 | +0.3% | 2.44% | +0.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $5,064,000 | +3.9% | 42,844 | +3.7% | 1.96% | -6.9% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $4,862,000 | +3.1% | 83,040 | +2.4% | 1.88% | -7.6% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $4,792,000 | +6.7% | 54,889 | +2.6% | 1.86% | -4.4% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $4,349,000 | +3.2% | 83,290 | +3.0% | 1.69% | -7.5% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $4,126,000 | +17.8% | 42,554 | -1.8% | 1.60% | +5.5% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,066,000 | +9.9% | 16,051 | -1.2% | 1.58% | -1.5% |
| MSFT | Buy | MICROSOFT CORP | $4,048,000 | +10.7% | 18,200 | +4.7% | 1.57% | -0.8% |
| EFV | Sell | ISHARES TReafe value etf | $4,045,000 | +16.5% | 85,695 | -0.4% | 1.57% | +4.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $3,980,000 | +13.0% | 12,685 | +0.0% | 1.54% | +1.2% |
| JPM | Buy | JPMORGAN CHASE &CO | $3,777,000 | +33.7% | 29,720 | +1.3% | 1.46% | +19.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $3,755,000 | +24.0% | 16,340 | +0.0% | 1.46% | +11.1% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $3,637,000 | +13.6% | 77,031 | -1.6% | 1.41% | +1.8% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $3,589,000 | +17.2% | 51,703 | +19.0% | 1.39% | +5.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $3,429,000 | +14.5% | 28,826 | +0.6% | 1.33% | +2.5% |
| BAC | Buy | BK OF AMERICA CORP | $3,383,000 | +32.0% | 111,599 | +4.9% | 1.31% | +18.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,223,000 | +1.4% | 54,867 | +2.7% | 1.25% | -9.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $3,021,000 | +30.8% | 32,876 | -0.0% | 1.17% | +17.2% |
| T | Buy | AT&T INC | $2,987,000 | +7.1% | 103,876 | +6.2% | 1.16% | -4.0% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $2,968,000 | -8.9% | 47,815 | -9.5% | 1.15% | -18.4% |
| EFG | Sell | ISHARES TReafe grwth etf | $2,926,000 | +7.4% | 28,993 | -4.3% | 1.13% | -3.7% |
| HD | Buy | HOME DEPOT INC | $2,884,000 | -1.1% | 10,857 | +3.4% | 1.12% | -11.4% |
| C | Buy | CITIGROUP INC | $2,633,000 | +47.6% | 42,705 | +3.2% | 1.02% | +32.1% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $2,558,000 | +8.3% | 16,160 | -17.3% | 0.99% | -3.0% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $2,464,000 | +19.1% | 73,481 | +1.4% | 0.96% | +6.7% |
| TGT | Sell | TARGET CORP | $2,445,000 | +10.3% | 13,852 | -1.6% | 0.95% | -1.1% |
| CVX | Buy | CHEVRON CORP NEW | $2,426,000 | +22.4% | 28,726 | +4.3% | 0.94% | +9.7% |
| PFE | Buy | PFIZER INC | $2,350,000 | +4.1% | 63,848 | +3.8% | 0.91% | -6.8% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $2,282,000 | +24.7% | 37,051 | +25.7% | 0.88% | +11.6% |
| SO | Buy | SOUTHERN CO | $2,270,000 | +13.8% | 36,951 | +0.4% | 0.88% | +2.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,220,000 | +3.8% | 24,248 | +0.4% | 0.86% | -7.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,123,000 | +1.9% | 12,604 | +0.8% | 0.82% | -8.7% |
| KO | Buy | COCA COLA CO | $2,111,000 | +12.6% | 38,493 | +1.4% | 0.82% | +0.9% |
| VTR | Sell | VENTAS INC | $2,068,000 | +16.2% | 42,179 | -0.5% | 0.80% | +4.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $2,040,000 | +2.7% | 24,606 | +2.9% | 0.79% | -7.9% |
| PSA | Sell | PUBLIC STORAGE | $2,035,000 | +3.7% | 8,811 | -0.0% | 0.79% | -7.1% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $2,034,000 | +10.8% | 19,810 | +86.6% | 0.79% | -0.8% |
| CSCO | Buy | CISCO SYS INC | $2,010,000 | +20.0% | 44,911 | +5.6% | 0.78% | +7.4% |
| D | Buy | DOMINION ENERGY INC | $1,892,000 | -1.7% | 25,161 | +3.2% | 0.73% | -11.9% |
| SBUX | Buy | STARBUCKS CORP | $1,870,000 | +26.4% | 17,482 | +1.5% | 0.72% | +13.3% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $1,860,000 | +2.4% | 50,541 | +4.7% | 0.72% | -8.3% |
| JNJ | Buy | JOHNSON &JOHNSON | $1,822,000 | +9.0% | 11,580 | +3.2% | 0.71% | -2.4% |
| QCOM | Sell | QUALCOMM INC | $1,817,000 | +27.4% | 11,930 | -1.5% | 0.70% | +14.1% |
| VIAC | Sell | VIACOMCBS INCcl b | $1,816,000 | +31.8% | 48,730 | -0.9% | 0.70% | +18.1% |
| O | Buy | REALTY INCOME CORP | $1,784,000 | +5.8% | 28,701 | +3.4% | 0.69% | -5.2% |
| DOW | Sell | DOW INC | $1,762,000 | +16.8% | 31,739 | -1.0% | 0.68% | +4.6% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,732,000 | +24.9% | 8,896 | -1.4% | 0.67% | +11.8% |
| XOM | Buy | EXXON MOBIL CORP | $1,718,000 | +25.3% | 41,689 | +4.4% | 0.67% | +12.3% |
| NVDA | Buy | NVIDIA CORPORATION | $1,674,000 | +0.8% | 3,206 | +4.5% | 0.65% | -9.6% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,631,000 | +30.4% | 23,324 | +0.4% | 0.63% | +16.8% |
| BP | Buy | BP PLCsponsored adr | $1,594,000 | +26.9% | 77,666 | +7.9% | 0.62% | +13.8% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,551,000 | -4.7% | 11,505 | +4.4% | 0.60% | -14.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,540,000 | +2.3% | 11,069 | +2.2% | 0.60% | -8.3% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $1,536,000 | +1.9% | 16,024 | +5.9% | 0.60% | -8.7% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $1,530,000 | -5.9% | 30,598 | +3.1% | 0.59% | -15.6% |
| WMT | Buy | WALMART INC | $1,499,000 | +3.7% | 10,401 | +0.7% | 0.58% | -7.0% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $1,442,000 | -1.6% | 9,055 | +2.8% | 0.56% | -11.8% |
| SQ | Buy | SQUARE INCcl a | $1,369,000 | +45.0% | 6,291 | +8.3% | 0.53% | +30.1% |
| UL | Buy | UNILEVER PLCspon adr new | $1,339,000 | +66850.0% | 22,176 | +88604.0% | 0.52% | +51800.0% |
| AMZN | Buy | AMAZON COM INC | $1,264,000 | +32.9% | 388 | +28.5% | 0.49% | +19.2% |
| DIS | Buy | DISNEY WALT CO | $1,219,000 | +60.2% | 6,726 | +9.7% | 0.47% | +43.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,094,000 | +16.4% | 21,831 | +0.4% | 0.42% | +4.2% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $984,000 | +0.5% | 10,595 | +1.2% | 0.38% | -9.9% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $937,000 | -0.7% | 8,551 | +1.3% | 0.36% | -11.0% |
| NKE | Sell | NIKE INCcl b | $913,000 | +12.2% | 6,452 | -0.5% | 0.35% | +0.6% |
| TSLA | Buy | TESLA INC | $907,000 | +69.5% | 1,286 | +3.2% | 0.35% | +52.4% |
| FB | Buy | FACEBOOK INCcl a | $872,000 | +12.7% | 3,191 | +8.0% | 0.34% | +0.9% |
| CRM | Buy | SALESFORCE COM INC | $852,000 | -0.7% | 3,827 | +12.1% | 0.33% | -11.1% |
| MUB | ISHARES TRnational mun etf | $791,000 | +1.2% | 6,747 | 0.0% | 0.31% | -9.2% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $783,000 | +7.3% | 8,057 | +5.8% | 0.30% | -4.1% |
| NEE | Buy | NEXTERA ENERGY INC | $670,000 | +25.2% | 8,689 | +350.7% | 0.26% | +12.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $660,000 | +11.7% | 1,753 | +5.3% | 0.26% | 0.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $636,000 | +62.2% | 1,789 | +11.7% | 0.25% | +44.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $626,000 | +35.2% | 2,671 | +13.6% | 0.24% | +21.5% |
| ABBV | Buy | ABBVIE INC | $625,000 | +34.7% | 5,830 | +10.1% | 0.24% | +20.4% |
| PKG | Buy | PACKAGING CORP AMER | $578,000 | +38.9% | 4,189 | +9.8% | 0.22% | +24.4% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $542,000 | +30.9% | 2,474 | +13.3% | 0.21% | +17.3% |
| NET | Buy | CLOUDFLARE INC | $542,000 | +86.9% | 7,127 | +0.9% | 0.21% | +68.0% |
| NFLX | Buy | NETFLIX INC | $539,000 | +17.9% | 997 | +9.2% | 0.21% | +5.6% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $531,000 | +35.8% | 7,428 | +9.4% | 0.21% | +21.9% |
| AMGN | Buy | AMGEN INC | $532,000 | -0.4% | 2,312 | +10.0% | 0.21% | -10.8% |
| TMUS | Buy | T-MOBILE US INC | $506,000 | +33.5% | 3,752 | +13.3% | 0.20% | +19.5% |
| CI | Buy | CIGNA CORP NEW | $474,000 | +23.1% | 2,278 | +0.3% | 0.18% | +10.2% |
| UBER | Buy | UBER TECHNOLOGIES INC | $447,000 | +52.0% | 8,763 | +8.7% | 0.17% | +36.2% |
| LEN | Buy | LENNAR CORPcl a | $441,000 | +9.2% | 5,779 | +16.8% | 0.17% | -2.3% |
| TTD | Buy | THE TRADE DESK INC | $425,000 | +58.0% | 531 | +2.5% | 0.16% | +42.2% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $427,000 | +56.4% | 3,234 | +9.9% | 0.16% | +39.8% |
| AXP | Sell | AMERICAN EXPRESS CO | $402,000 | +16.5% | 3,323 | -3.6% | 0.16% | +4.7% |
| GLDM | Buy | WORLD GOLD TRspdr gld minis | $400,000 | +13.6% | 21,093 | +12.5% | 0.16% | +2.0% |
| BDX | Buy | BECTON DICKINSON &CO | $397,000 | +20.7% | 1,587 | +12.1% | 0.15% | +8.5% |
| DGRO | Buy | ISHARES TRcore div grwth | $361,000 | +15.0% | 8,058 | +2.1% | 0.14% | +2.9% |
| NIO | Buy | NIO INCspon ads | $357,000 | +160.6% | 7,328 | +13.8% | 0.14% | +133.9% |
| WDAY | Buy | WORKDAY INCcl a | $345,000 | +26.4% | 1,440 | +13.4% | 0.13% | +13.6% |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $322,000 | +1.3% | 5,838 | 0.0% | 0.12% | -9.4% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $321,000 | +24.9% | 183 | +4.6% | 0.12% | +11.7% |
| MO | Buy | ALTRIA GROUP INC | $233,000 | +6.4% | 5,688 | +0.5% | 0.09% | -5.3% |
| MLPA | Buy | GLOBAL X FDSglbl x mlp etf | $229,000 | +38.0% | 8,349 | +10.7% | 0.09% | +23.6% |
| AGNC | Buy | AGNC INVT CORP | $229,000 | +16.2% | 14,662 | +3.4% | 0.09% | +4.7% |
| HCA | HCA HEALTHCARE INC | $230,000 | +32.2% | 1,397 | 0.0% | 0.09% | +18.7% | |
| TWLO | Buy | TWILIO INCcl a | $229,000 | +663.3% | 677 | +450.4% | 0.09% | +584.6% |
| IWM | ISHARES TRrussell 2000 etf | $225,000 | +30.8% | 1,150 | 0.0% | 0.09% | +17.6% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $179,000 | +22.6% | 773 | +12.8% | 0.07% | +9.5% |
| GPN | GLOBAL PMTS INC | $172,000 | +21.1% | 800 | 0.0% | 0.07% | +9.8% | |
| SLV | Buy | ISHARES SILVER TRishares | $172,000 | +26.5% | 6,997 | +11.4% | 0.07% | +13.6% |
| BA | Buy | BOEING CO | $165,000 | +77.4% | 773 | +36.8% | 0.06% | +60.0% |
| V | Sell | VISA INC | $166,000 | -2.9% | 757 | -11.3% | 0.06% | -13.5% |
| DVY | Sell | ISHARES TRselect divid etf | $163,000 | +0.6% | 1,698 | -14.6% | 0.06% | -10.0% |
| SUB | ISHARES TRshrt nat mun etf | $159,000 | 0.0% | 1,472 | 0.0% | 0.06% | -10.1% | |
| WRB | Sell | BERKLEY W R CORP | $159,000 | +3.9% | 2,400 | -4.0% | 0.06% | -6.1% |
| XLK | SELECT SECTOR SPDR TRtechnology | $153,000 | +11.7% | 1,175 | 0.0% | 0.06% | 0.0% | |
| EQR | Buy | EQUITY RESIDENTIALsh ben int | $149,000 | +20.2% | 2,512 | +3.8% | 0.06% | +7.4% |
| TFC | Buy | TRUIST FINL CORP | $150,000 | +27.1% | 3,127 | +0.6% | 0.06% | +13.7% |
| TOL | TOLL BROTHERS INC | $150,000 | -10.7% | 3,450 | 0.0% | 0.06% | -20.5% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $145,000 | +28.3% | 821 | +1.2% | 0.06% | +14.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $145,000 | +42.2% | 625 | +79.6% | 0.06% | +27.3% |
| CAT | Buy | CATERPILLAR INC | $143,000 | +22.2% | 788 | +0.3% | 0.06% | +7.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $140,000 | +21.7% | 392 | +15.0% | 0.05% | +8.0% |
| DLR | Buy | DIGITAL RLTY TR INC | $133,000 | +2.3% | 955 | +7.9% | 0.05% | -7.1% |
| ABT | Buy | ABBOTT LABS | $132,000 | +4.8% | 1,209 | +4.5% | 0.05% | -7.3% |
| PM | PHILIP MORRIS INTL INC | $131,000 | +10.1% | 1,587 | 0.0% | 0.05% | 0.0% | |
| AON | AON PLC | $128,000 | +2.4% | 607 | 0.0% | 0.05% | -7.4% | |
| BX | Buy | BLACKSTONE GROUP INC | $126,000 | +32.6% | 1,949 | +6.8% | 0.05% | +19.5% |
| VTRS | New | VIATRIS INC | $124,000 | – | 6,629 | +100.0% | 0.05% | – |
| FSK | Buy | FS KKR CAP CORP | $122,000 | +9.9% | 7,397 | +5.9% | 0.05% | -2.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $120,000 | +135.3% | 320 | +109.2% | 0.05% | +113.6% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $119,000 | +26.6% | 14,132 | +7.3% | 0.05% | +12.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $112,000 | +19.1% | 2,140 | +5.3% | 0.04% | +4.9% |
| SHM | SPDR SER TRnuveen blmbrg sr | $106,000 | 0.0% | 2,127 | 0.0% | 0.04% | -10.9% | |
| AINV | Buy | APOLLO INVT CORP | $107,000 | +40.8% | 10,036 | +9.8% | 0.04% | +24.2% |
| LLY | Sell | LILLY ELI &CO | $107,000 | +0.9% | 634 | -11.3% | 0.04% | -10.9% |
| WDIV | Sell | SPDR INDEX SHS FDSs&p glbdiv etf | $102,000 | +12.1% | 1,696 | -0.9% | 0.04% | +2.6% |
| FGD | Sell | FIRST TR EXCHANGE TRADED FDdj glbl divid | $104,000 | +18.2% | 4,763 | -3.0% | 0.04% | +5.3% |
| AEP | AMERICAN ELEC PWR CO INC | $99,000 | +2.1% | 1,188 | 0.0% | 0.04% | -9.5% | |
| WRI | Buy | WEINGARTEN RLTY INVSsh ben int | $97,000 | +32.9% | 4,493 | +4.8% | 0.04% | +18.8% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $95,000 | +33.8% | 2,296 | +7.1% | 0.04% | +19.4% |
| PENN | Buy | PENN NATL GAMING INC | $92,000 | +53.3% | 1,070 | +28.9% | 0.04% | +38.5% |
| GBDC | Buy | GOLUB CAP BDC INC | $92,000 | +13.6% | 6,478 | +5.3% | 0.04% | +2.9% |
| MU | Sell | MICRON TECHNOLOGY INC | $92,000 | +48.4% | 1,229 | -7.2% | 0.04% | +33.3% |
| HON | Buy | HONEYWELL INTL INC | $93,000 | +55.0% | 435 | +19.2% | 0.04% | +38.5% |
| DIV | Sell | GLOBAL X FDSglobx supdv us | $93,000 | +10.7% | 5,495 | -1.5% | 0.04% | 0.0% |
| KKR | Buy | KKR &CO INC | $90,000 | +26.8% | 2,225 | +7.7% | 0.04% | +12.9% |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $90,000 | +23.3% | 3,037 | 0.0% | 0.04% | +9.4% | |
| GNL | Buy | GLOBAL NET LEASE INC | $90,000 | +20.0% | 5,228 | +10.9% | 0.04% | +9.4% |
| INVH | Buy | INVITATION HOMES INC | $87,000 | +20.8% | 2,927 | +13.8% | 0.03% | +9.7% |
| TCPC | Buy | BLACKROCK TCP CAPITAL CORP | $89,000 | +21.9% | 7,919 | +5.9% | 0.03% | +6.2% |
| EPR | Buy | EPR PPTYS | $86,000 | +34.4% | 2,650 | +13.6% | 0.03% | +17.9% |
| AFIN | Buy | AMERICAN FIN TR INC | $85,000 | +30.8% | 11,503 | +11.6% | 0.03% | +17.9% |
| PLD | Buy | PROLOGIS INC. | $84,000 | +12.0% | 841 | +12.3% | 0.03% | +3.1% |
| SUI | Buy | SUN CMNTYS INC | $84,000 | +20.0% | 552 | +11.1% | 0.03% | +10.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $83,000 | +3.8% | 1,415 | +1.1% | 0.03% | -8.6% |
| WM | WASTE MGMT INC DEL | $83,000 | +3.8% | 707 | 0.0% | 0.03% | -8.6% | |
| LOW | LOWES COS INC | $83,000 | -3.5% | 518 | 0.0% | 0.03% | -13.5% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $83,000 | +1.2% | 1,138 | -11.6% | 0.03% | -8.6% |
| WPC | Buy | WP CAREY INC | $83,000 | +20.3% | 1,183 | +11.3% | 0.03% | +6.7% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $81,000 | -19.8% | 240 | +11.6% | 0.03% | -29.5% |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $77,000 | -11.5% | 1,330 | -28.5% | 0.03% | -21.1% |
| LUV | Buy | SOUTHWEST AIRLS CO | $78,000 | +116.7% | 1,670 | +72.2% | 0.03% | +87.5% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $77,000 | +1183.3% | 3,265 | +391.0% | 0.03% | +900.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $77,000 | +26.2% | 5,613 | +14.3% | 0.03% | +15.4% |
| HYMB | SPDR SER TRnuveen bbg brcly | $77,000 | +4.1% | 1,298 | 0.0% | 0.03% | -6.2% | |
| AOM | Buy | ISHARES TRmodert alloc etf | $75,000 | +21.0% | 1,745 | +15.9% | 0.03% | +7.4% |
| TFI | SPDR SER TRnuveen brc munic | $75,000 | +1.4% | 1,426 | 0.0% | 0.03% | -9.4% | |
| EDIV | Buy | SPDR INDEX SHS FDSs&p em mkt div | $74,000 | +19.4% | 2,672 | +4.2% | 0.03% | +7.4% |
| IWR | ISHARES TRrus mid cap etf | $73,000 | +19.7% | 1,068 | 0.0% | 0.03% | +7.7% | |
| AIRC | New | APARTMENT INCOME REIT CORP | $72,000 | – | 1,872 | +100.0% | 0.03% | – |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $66,000 | +17.9% | 878 | +1.9% | 0.03% | +8.3% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $67,000 | +139.3% | 315 | +52.9% | 0.03% | +116.7% |
| DD | DUPONT DE NEMOURS INC | $64,000 | +28.0% | 899 | 0.0% | 0.02% | +13.6% | |
| MCD | Buy | MCDONALDS CORP | $59,000 | +22.9% | 277 | +27.6% | 0.02% | +9.5% |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $58,000 | +5.5% | 853 | 0.0% | 0.02% | -8.3% | |
| EHC | ENCOMPASS HEALTH CORP | $56,000 | +27.3% | 680 | 0.0% | 0.02% | +15.8% | |
| ANGL | Sell | VANECK VECTORS ETF TRfallen angel hg | $56,000 | -27.3% | 1,748 | -32.1% | 0.02% | -33.3% |
| WKHS | Buy | WORKHORSE GROUP INC | $56,000 | +5.7% | 2,855 | +37.3% | 0.02% | -4.3% |
| MRK | Sell | MERCK &CO. INC | $54,000 | -3.6% | 661 | -1.8% | 0.02% | -12.5% |
| DE | DEERE &CO | $54,000 | +22.7% | 200 | 0.0% | 0.02% | +10.5% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $53,000 | +3.9% | 30 | -14.3% | 0.02% | -4.5% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $53,000 | +6.0% | 1,019 | -1.5% | 0.02% | -4.5% |
| HSY | HERSHEY CO | $49,000 | +4.3% | 325 | 0.0% | 0.02% | -5.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $50,000 | +13.6% | 835 | 0.0% | 0.02% | 0.0% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $46,000 | +76.9% | 501 | +55.6% | 0.02% | +63.6% |
| GM | Buy | GENERAL MTRS CO | $44,000 | +46.7% | 1,062 | +5.9% | 0.02% | +30.8% |
| KR | KROGER CO | $45,000 | -8.2% | 1,432 | 0.0% | 0.02% | -19.0% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $43,000 | +26.5% | 2,183 | +1.3% | 0.02% | +13.3% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $43,000 | +16.2% | 1,413 | +3.1% | 0.02% | +6.2% |
| KHC | Sell | KRAFT HEINZ CO | $42,000 | -10.6% | 1,221 | -22.3% | 0.02% | -20.0% |
| ED | CONSOLIDATED EDISON INC | $40,000 | -7.0% | 550 | 0.0% | 0.02% | -15.8% | |
| CRUS | CIRRUS LOGIC INC | $41,000 | +20.6% | 500 | 0.0% | 0.02% | +6.7% | |
| GLD | New | SPDR GOLD TR | $38,000 | – | 214 | +100.0% | 0.02% | – |
| ASAN | Buy | ASANA INCcl a | $38,000 | +90.0% | 1,295 | +87.7% | 0.02% | +66.7% |
| INTC | Sell | INTEL CORP | $38,000 | -22.4% | 754 | -19.6% | 0.02% | -28.6% |
| CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $37,000 | +27.6% | 1,710 | -11.9% | 0.01% | +7.7% |
| QUAL | New | ISHARES TRmsci usa qlt fct | $35,000 | – | 300 | +100.0% | 0.01% | – |
| IUSG | ISHARES TRcore s&p us gwt | $35,000 | +12.9% | 393 | 0.0% | 0.01% | +7.7% | |
| UAL | UNITED AIRLS HLDGS INC | $37,000 | +23.3% | 860 | 0.0% | 0.01% | +7.7% | |
| AMP | AMERIPRISE FINL INC | $35,000 | +25.0% | 180 | 0.0% | 0.01% | +16.7% | |
| AEE | AMEREN CORP | $33,000 | -2.9% | 425 | 0.0% | 0.01% | -13.3% | |
| XSD | New | SPDR SER TRs&p semicndctr | $34,000 | – | 200 | +100.0% | 0.01% | – |
| LMT | Buy | LOCKHEED MARTIN CORP | $30,000 | -3.2% | 86 | +4.9% | 0.01% | -7.7% |
| RPM | Buy | RPM INTL INC | $32,000 | +10.3% | 352 | +0.6% | 0.01% | -7.7% |
| MMM | Sell | 3M CO | $30,000 | -18.9% | 170 | -26.1% | 0.01% | -25.0% |
| TWTR | Buy | TWITTER INC | $32,000 | +23.1% | 597 | +3.8% | 0.01% | +9.1% |
| DAL | Sell | DELTA AIR LINES INC DEL | $32,000 | -23.8% | 800 | -41.4% | 0.01% | -33.3% |
| OXYWS | Sell | OCCIDENTAL PETE CORP*w exp 08/03/202 | $32,000 | +113.3% | 4,663 | -3.8% | 0.01% | +100.0% |
| NFJ | ALLIANZGI DIVIDEND INT &PRM | $30,000 | +15.4% | 2,230 | 0.0% | 0.01% | +9.1% | |
| DKNG | Buy | DRAFTKINGS INC | $31,000 | +10.7% | 675 | +42.1% | 0.01% | 0.0% |
| IBM | INTERNATIONAL BUSINESS MACHS | $31,000 | +3.3% | 243 | 0.0% | 0.01% | -7.7% | |
| EXC | EXELON CORP | $29,000 | +20.8% | 683 | 0.0% | 0.01% | +10.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $25,000 | 0.0% | 697 | 0.0% | 0.01% | -9.1% | |
| CLSK | New | CLEANSPARK INC | $25,000 | – | 850 | +100.0% | 0.01% | – |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $27,000 | +8.0% | 235 | 0.0% | 0.01% | -9.1% | |
| GS | GOLDMAN SACHS GROUP INC | $27,000 | +35.0% | 101 | 0.0% | 0.01% | +11.1% | |
| VOO | VANGUARD INDEX FDS | $25,000 | +13.6% | 73 | 0.0% | 0.01% | 0.0% | |
| DTE | DTE ENERGY CO | $26,000 | +8.3% | 212 | 0.0% | 0.01% | 0.0% | |
| OLED | UNIVERSAL DISPLAY CORP | $25,000 | +25.0% | 110 | 0.0% | 0.01% | +11.1% | |
| CMI | CUMMINS INC | $23,000 | +9.5% | 100 | 0.0% | 0.01% | 0.0% | |
| CTVA | CORTEVA INC | $22,000 | +37.5% | 572 | 0.0% | 0.01% | +28.6% | |
| F | FORD MTR CO DEL | $23,000 | +35.3% | 2,627 | 0.0% | 0.01% | +28.6% | |
| NCLH | Sell | NORWEGIAN CRUISE LINE HLDG L | $24,000 | +20.0% | 935 | -18.7% | 0.01% | 0.0% |
| ORCL | Sell | ORACLE CORP | $22,000 | -18.5% | 347 | -24.6% | 0.01% | -25.0% |
| IYW | Buy | ISHARES TRu.s. tech etf | $22,000 | +83.3% | 260 | +550.0% | 0.01% | +80.0% |
| VGT | VANGUARD WORLD FDSinf tech etf | $22,000 | +10.0% | 63 | 0.0% | 0.01% | 0.0% | |
| TJX | TJX COS INC NEW | $24,000 | +26.3% | 350 | 0.0% | 0.01% | +12.5% | |
| MRNA | Sell | MODERNA INC | $24,000 | -33.3% | 225 | -55.9% | 0.01% | -43.8% |
| FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $23,000 | +21.1% | 205 | 0.0% | 0.01% | +12.5% | |
| SNOW | SNOWFLAKE INCcl a | $21,000 | +10.5% | 75 | 0.0% | 0.01% | 0.0% | |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $20,000 | – | 300 | +100.0% | 0.01% | – |
| UNH | Sell | UNITEDHEALTH GROUP INC | $21,000 | -16.0% | 61 | -23.8% | 0.01% | -27.3% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $20,000 | +5.3% | 326 | 0.0% | 0.01% | 0.0% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $20,000 | +11.1% | 96 | 0.0% | 0.01% | 0.0% | |
| NUE | NUCOR CORP | $19,000 | +18.8% | 350 | 0.0% | 0.01% | 0.0% | |
| UNP | Sell | UNION PAC CORP | $17,000 | 0.0% | 81 | -3.6% | 0.01% | 0.0% |
| TRV | TRAVELERS COMPANIES INC | $17,000 | +30.8% | 120 | 0.0% | 0.01% | +16.7% | |
| GIS | GENERAL MLS INC | $19,000 | -5.0% | 325 | 0.0% | 0.01% | -22.2% | |
| HEDJ | WISDOMTREE TReurope hedged eq | $17,000 | +13.3% | 250 | 0.0% | 0.01% | +16.7% | |
| EEM | ISHARES TRmsci emg mkt etf | $17,000 | +21.4% | 320 | 0.0% | 0.01% | +16.7% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $19,000 | +11.8% | 312 | +12.6% | 0.01% | 0.0% |
| XLE | SELECT SECTOR SPDR TRenergy | $18,000 | +28.6% | 470 | 0.0% | 0.01% | +16.7% | |
| CSX | Sell | CSX CORP | $18,000 | -10.0% | 200 | -22.8% | 0.01% | -22.2% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $18,000 | +28.6% | 370 | -20.4% | 0.01% | +16.7% |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $15,000 | +15.4% | 137 | 0.0% | 0.01% | 0.0% | |
| PLAN | Sell | ANAPLAN INC | $16,000 | -61.0% | 220 | -66.7% | 0.01% | -66.7% |
| MD | MEDNAX INC | $16,000 | +45.5% | 650 | 0.0% | 0.01% | +20.0% | |
| IYR | ISHARES TRu.s. real es etf | $15,000 | +7.1% | 170 | 0.0% | 0.01% | 0.0% | |
| PHG | New | KONINKLIJKE PHILIPS N Vny reg sh new | $16,000 | – | 300 | +100.0% | 0.01% | – |
| COP | Sell | CONOCOPHILLIPS | $15,000 | +7.1% | 364 | -11.9% | 0.01% | 0.0% |
| CDK | CDK GLOBAL INC | $14,000 | +16.7% | 270 | 0.0% | 0.01% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $13,000 | +18.2% | 754 | 0.0% | 0.01% | 0.0% | |
| ATNX | ATHENEX INC | $12,000 | -7.7% | 1,080 | 0.0% | 0.01% | -16.7% | |
| CONN | CONNS INC | $12,000 | +9.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $12,000 | +200.0% | 15 | +150.0% | 0.01% | +150.0% |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $12,000 | – | 400 | +100.0% | 0.01% | – |
| EL | LAUDER ESTEE COS INCcl a | $13,000 | +18.2% | 50 | 0.0% | 0.01% | 0.0% | |
| MAS | MASCO CORP | $14,000 | 0.0% | 250 | 0.0% | 0.01% | -16.7% | |
| NVO | NOVO-NORDISK A Sadr | $14,000 | 0.0% | 205 | 0.0% | 0.01% | -16.7% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $13,000 | +30.0% | 30 | 0.0% | 0.01% | +25.0% | |
| ULTA | New | ULTA BEAUTY INC | $14,000 | – | 50 | +100.0% | 0.01% | – |
| UTL | UNITIL CORP | $12,000 | +9.1% | 280 | 0.0% | 0.01% | 0.0% | |
| ARKQ | New | ARK ETF TRautnmus technlgy | $11,000 | – | 139 | +100.0% | 0.00% | – |
| BIIB | BIOGEN INC | $11,000 | -8.3% | 43 | 0.0% | 0.00% | -20.0% | |
| PSX | PHILLIPS 66 | $11,000 | +37.5% | 157 | 0.0% | 0.00% | +33.3% | |
| IQI | INVESCO QUALITY MUN INCOME T | $10,000 | +11.1% | 750 | 0.0% | 0.00% | 0.0% | |
| UTF | COHEN &STEERS INFRASTRUCTUR | $10,000 | +11.1% | 388 | 0.0% | 0.00% | 0.0% | |
| AIV | New | APARTMENT INVT &MGMT COcl a | $10,000 | – | 1,930 | +100.0% | 0.00% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $10,000 | – | 102 | +100.0% | 0.00% | – |
| ROST | ROSS STORES INC | $10,000 | +42.9% | 80 | 0.0% | 0.00% | +33.3% | |
| W | WAYFAIR INCcl a | $10,000 | -23.1% | 45 | 0.0% | 0.00% | -33.3% | |
| AOA | Buy | ISHARES TRaggres alloc etf | $11,000 | +120.0% | 178 | +107.0% | 0.00% | +100.0% |
| MAXR | MAXAR TECHNOLOGIES INC | $11,000 | +57.1% | 284 | 0.0% | 0.00% | +33.3% | |
| BCX | Buy | BLACKROCK RES &COMMODITIES | $11,000 | +22.2% | 1,539 | +1.9% | 0.00% | 0.0% |
| DELL | DELL TECHNOLOGIES INCcl c | $10,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
| ARKW | New | ARK ETF TRnext gnrtn inter | $10,000 | – | 68 | +100.0% | 0.00% | – |
| KSU | KANSAS CITY SOUTHERN | $10,000 | +11.1% | 50 | 0.0% | 0.00% | 0.0% | |
| WYNN | WYNN RESORTS LTD | $11,000 | +57.1% | 100 | 0.0% | 0.00% | +33.3% | |
| ARKK | New | ARK ETF TRinnovation etf | $10,000 | – | 79 | +100.0% | 0.00% | – |
| SPOT | Sell | SPOTIFY TECHNOLOGY S A | $10,000 | -23.1% | 33 | -36.5% | 0.00% | -33.3% |
| PNC | PNC FINL SVCS GROUP INC | $10,000 | +25.0% | 70 | 0.0% | 0.00% | +33.3% | |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $11,000 | -15.4% | 299 | -36.8% | 0.00% | -33.3% |
| ARKF | New | ARK ETF TRfintech innova | $10,000 | – | 206 | +100.0% | 0.00% | – |
| CMS | CMS ENERGY CORP | $11,000 | 0.0% | 177 | 0.0% | 0.00% | -20.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $7,000 | +16.7% | 130 | 0.0% | 0.00% | 0.0% | |
| JNK | SPDR SER TRbloomberg brclys | $8,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $9,000 | +12.5% | 53 | 0.0% | 0.00% | 0.0% | |
| HTGC | HERCULES CAPITAL INC | $8,000 | +14.3% | 562 | 0.0% | 0.00% | 0.0% | |
| SYY | SYSCO CORP | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| VEEV | VEEVA SYS INC | $7,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| CRH | CRH PLCadr | $9,000 | +28.6% | 200 | 0.0% | 0.00% | 0.0% | |
| PEP | Buy | PEPSICO INC | $8,000 | +166.7% | 57 | +128.0% | 0.00% | +200.0% |
| AVA | AVISTA CORP | $9,000 | +12.5% | 225 | 0.0% | 0.00% | 0.0% | |
| NVAX | Buy | NOVAVAX INC | $9,000 | +12.5% | 84 | +13.5% | 0.00% | 0.0% |
| CNK | CINEMARK HLDGS INC | $9,000 | +80.0% | 500 | 0.0% | 0.00% | +50.0% | |
| FRGI | FIESTA RESTAURANT GROUP INC | $7,000 | +16.7% | 600 | 0.0% | 0.00% | 0.0% | |
| PLUG | New | PLUG POWER INC | $8,000 | – | 225 | +100.0% | 0.00% | – |
| ET | Buy | ENERGY TRANSFER LP | $8,000 | +14.3% | 1,243 | +2.8% | 0.00% | 0.0% |
| ETH | New | ETHAN ALLEN INTERIORS INC | $8,000 | – | 417 | +100.0% | 0.00% | – |
| AN | New | AUTONATION INC | $9,000 | – | 128 | +100.0% | 0.00% | – |
| CVS | Sell | CVS HEALTH CORP | $7,000 | -69.6% | 100 | -75.0% | 0.00% | -70.0% |
| OXY | Sell | OCCIDENTAL PETE CORP | $7,000 | +16.7% | 431 | -25.8% | 0.00% | 0.0% |
| CFG | CITIZENS FINL GROUP INC | $7,000 | +40.0% | 200 | 0.0% | 0.00% | +50.0% | |
| VAC | MARRIOTT VACTINS WORLDWID CO | $9,000 | +50.0% | 67 | 0.0% | 0.00% | 0.0% | |
| RDN | New | RADIAN GROUP INC | $8,000 | – | 400 | +100.0% | 0.00% | – |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $7,000 | -56.2% | 84 | -60.7% | 0.00% | -57.1% |
| AMAT | APPLIED MATLS INC | $9,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TLRY | Buy | TILRAY INC | $9,000 | – | 1,103 | +21960.0% | 0.00% | – |
| NUAN | NUANCE COMMUNICATIONS INC | $8,000 | +33.3% | 185 | 0.0% | 0.00% | 0.0% | |
| MLCO | MELCO RESORTS AND ENTMNT LTDadr | $9,000 | +12.5% | 500 | 0.0% | 0.00% | 0.0% | |
| AOK | New | ISHARES TRconser alloc etf | $7,000 | – | 184 | +100.0% | 0.00% | – |
| JBLU | Sell | JETBLUE AWYS CORP | $7,000 | 0.0% | 498 | -16.7% | 0.00% | 0.0% |
| YOLO | ADVISORSHARES TRpure cannabis | $5,000 | +66.7% | 300 | 0.0% | 0.00% | +100.0% | |
| AAL | AMERICAN AIRLS GROUP INC | $4,000 | +33.3% | 245 | 0.0% | 0.00% | +100.0% | |
| FOXA | FOX CORP | $4,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| XLC | SELECT SECTOR SPDR TR | $4,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| REZ | ISHARES TRresidential mult | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $6,000 | 0.0% | 150 | -28.9% | 0.00% | -33.3% |
| SIRI | SIRIUS XM HOLDINGS INC | $5,000 | +25.0% | 750 | 0.0% | 0.00% | 0.0% | |
| TAST | CARROLS RESTAURANT GROUP INC | $6,000 | 0.0% | 1,000 | 0.0% | 0.00% | -33.3% | |
| WFC | Sell | WELLS FARGO CO NEW | $5,000 | -64.3% | 151 | -73.8% | 0.00% | -66.7% |
| HYEM | VANECK VECTORS ETF TRemerging mkts hi | $4,000 | +33.3% | 150 | 0.0% | 0.00% | +100.0% | |
| IBB | Buy | ISHARES TRnasdaq biotech | $6,000 | +200.0% | 37 | +208.3% | 0.00% | +100.0% |
| ORLY | New | OREILLY AUTOMOTIVE INC | $4,000 | – | 9 | +100.0% | 0.00% | – |
| EQIX | New | EQUINIX INC | $4,000 | – | 5 | +100.0% | 0.00% | – |
| TXN | New | TEXAS INSTRS INC | $4,000 | – | 23 | +100.0% | 0.00% | – |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $6,000 | +20.0% | 12 | +9.1% | 0.00% | 0.0% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $5,000 | -28.6% | 75 | -28.6% | 0.00% | -33.3% |
| BLD | TOPBUILD CORP | $5,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| REM | ISHARES TRmortge rel etf | $5,000 | +25.0% | 150 | 0.0% | 0.00% | 0.0% | |
| CLNY | Buy | COLONY CAP INC NEW | $5,000 | +150.0% | 1,000 | +25.0% | 0.00% | +100.0% |
| UA | UNDER ARMOUR INCcl c | $4,000 | +100.0% | 250 | 0.0% | 0.00% | +100.0% | |
| DHR | Buy | DANAHER CORPORATION | $6,000 | +100.0% | 26 | +73.3% | 0.00% | +100.0% |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $4,000 | +33.3% | 238 | 0.0% | 0.00% | +100.0% | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $4,000 | +33.3% | 150 | 0.0% | 0.00% | +100.0% | |
| PTON | Buy | PELOTON INTERACTIVE INC | $5,000 | +66.7% | 31 | +10.7% | 0.00% | +100.0% |
| IONS | IONIS PHARMACEUTICALS INC | $5,000 | +25.0% | 80 | 0.0% | 0.00% | 0.0% | |
| PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $4,000 | -55.6% | 126 | -63.2% | 0.00% | -50.0% |
| RYJ | INVESCO EXCHANGE TRADED FD Trymnd jms sb 1 | $6,000 | +50.0% | 110 | 0.0% | 0.00% | 0.0% | |
| CLIX | PROSHARES TRlong online shrt | $4,000 | +33.3% | 40 | 0.0% | 0.00% | +100.0% | |
| VRSN | VERISIGN INC | $4,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| VVR | INVESCO SR INCOME TR | $4,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| INTU | New | INTUIT | $4,000 | – | 10 | +100.0% | 0.00% | – |
| RJF | RAYMOND JAMES FINL INC | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
| INO | Sell | INOVIO PHARMACEUTICALS INC | $5,000 | -72.2% | 550 | -63.7% | 0.00% | -75.0% |
| VNQ | VANGUARD INDEX FDSreal estate etf | $5,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| MDT | Buy | MEDTRONIC PLC | $4,000 | +33.3% | 38 | +35.7% | 0.00% | +100.0% |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $6,000 | +20.0% | 750 | 0.0% | 0.00% | 0.0% | |
| HES | Sell | HESS CORP | $5,000 | -28.6% | 100 | -42.2% | 0.00% | -33.3% |
| HAL | Sell | HALLIBURTON CO | $4,000 | 0.0% | 200 | -38.7% | 0.00% | 0.0% |
| BXMT | BLACKSTONE MTG TR INC | $4,000 | +33.3% | 145 | 0.0% | 0.00% | +100.0% | |
| AVGO | New | BROADCOM INC | $4,000 | – | 10 | +100.0% | 0.00% | – |
| RA | BROOKFIELD REAL ASSETS INCOM | $4,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% | |
| NEM | NEWMONT CORP | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| GDDY | GODADDY INCcl a | $5,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| GILD | Sell | GILEAD SCIENCES INC | $5,000 | -44.4% | 80 | -40.7% | 0.00% | -50.0% |
| CBRE | New | CBRE GROUP INCcl a | $6,000 | – | 100 | +100.0% | 0.00% | – |
| SLB | Buy | SCHLUMBERGER LTD | $5,000 | +150.0% | 228 | +52.0% | 0.00% | +100.0% |
| CHRW | C H ROBINSON WORLDWIDE INC | $4,000 | -20.0% | 45 | 0.0% | 0.00% | 0.0% | |
| GE | Sell | GENERAL ELECTRIC CO | $5,000 | -28.6% | 482 | -59.8% | 0.00% | -33.3% |
| XLB | SELECT SECTOR SPDR TRsbi materials | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| SCZ | ISHARES TReafe sml cp etf | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| OLD | New | JANUS DETROIT STR TRlong term care | $2,000 | – | 68 | +100.0% | 0.00% | – |
| JPST | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| MAIN | MAIN STR CAP CORP | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| SHYG | ISHARES TR0-5yr hi yl cp | $3,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $3,000 | +50.0% | 57 | 0.0% | 0.00% | 0.0% | |
| ITA | Buy | ISHARES TRus aer def etf | $2,000 | – | 24 | +1100.0% | 0.00% | – |
| NBSE | NEUBASE THERAPEUTICS INC | $2,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| NYC | NEW YORK CITY REIT INC | $2,000 | -50.0% | 300 | 0.0% | 0.00% | -50.0% | |
| NKLA | Sell | NIKOLA CORP | $2,000 | -75.0% | 142 | -62.6% | 0.00% | -66.7% |
| OSTK | New | OVERSTOCK COM INC DEL | $3,000 | – | 60 | +100.0% | 0.00% | – |
| EMHY | ISHARES INCjp mrgn em hi bd | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| PFLT | PENNANTPARK FLOATING RATE CA | $2,000 | +100.0% | 167 | 0.0% | 0.00% | – | |
| PBCT | PEOPLES UNITED FINANCIAL INC | $2,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| IHG | INTERCONTINENTAL HOTELS GROUsponsored ads | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| REGN | New | REGENERON PHARMACEUTICALS | $2,000 | – | 5 | +100.0% | 0.00% | – |
| RKT | New | ROCKET COS INC | $3,000 | – | 150 | +100.0% | 0.00% | – |
| ROKU | Sell | ROKU INC | $2,000 | 0.0% | 6 | -40.0% | 0.00% | 0.0% |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
| KRE | SPDR SER TRs&p regl bkg | $2,000 | +100.0% | 33 | 0.0% | 0.00% | – | |
| XRT | SPDR SER TRs&p retail etf | $2,000 | +100.0% | 25 | 0.0% | 0.00% | – | |
| HAIN | HAIN CELESTIAL GROUP INC | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| XBI | New | SPDR SER TRs&p biotech | $2,000 | – | 17 | +100.0% | 0.00% | – |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| ROKT | SPDR SER TRs&p kensho final | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| GAB | GABELLI EQUITY TR INC | $3,000 | +50.0% | 429 | 0.0% | 0.00% | 0.0% | |
| FOX | FOX CORP | $2,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| HYLS | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| NOW | New | SERVICENOW INC | $3,000 | – | 5 | +100.0% | 0.00% | – |
| TSLX | SIXTH STREET SPECIALTY LENDN | $2,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $3,000 | -76.9% | 75 | -80.0% | 0.00% | -83.3% |
| SRNE | Sell | SORRENTO THERAPEUTICS INC | $2,000 | -71.4% | 250 | -58.3% | 0.00% | -66.7% |
| SKYY | FIRST TR EXCHANGE TRADED FD | $2,000 | +100.0% | 17 | 0.0% | 0.00% | – | |
| SAVE | SPIRIT AIRLS INC | $3,000 | +50.0% | 105 | 0.0% | 0.00% | 0.0% | |
| FEYE | FIREEYE INC | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
| TXRH | TEXAS ROADHOUSE INC | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| ETW | EATON VANCE TAX-MANAGED GLOB | $2,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
| KODK | Sell | EASTMAN KODAK CO | $3,000 | -25.0% | 350 | -12.5% | 0.00% | -50.0% |
| NFLT | ETFIS SER TR Ivirtus newfleet | $3,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% | |
| TSCO | New | TRACTOR SUPPLY CO | $2,000 | – | 17 | +100.0% | 0.00% | – |
| DRI | Sell | DARDEN RESTAURANTS INC | $2,000 | -60.0% | 20 | -55.6% | 0.00% | -50.0% |
| HYLB | Sell | DBX ETF TRxtrack usd high | $2,000 | -50.0% | 31 | -60.8% | 0.00% | -50.0% |
| USM | New | UNITED STATES CELLULAR CORP | $2,000 | – | 80 | +100.0% | 0.00% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,000 | – | 18 | +100.0% | 0.00% | – |
| CRNC | CERENCE INC | $2,000 | +100.0% | 23 | 0.0% | 0.00% | – | |
| BKNG | New | BOOKING HOLDINGS INC | $2,000 | – | 1 | +100.0% | 0.00% | – |
| BLK | New | BLACKROCK INC | $3,000 | – | 4 | +100.0% | 0.00% | – |
| BB | New | BLACKBERRY LTD | $3,000 | – | 500 | +100.0% | 0.00% | – |
| BLHY | VIRTUS ETF TR IIvirtus dynmc etf | $2,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
| ATVI | New | ACTIVISION BLIZZARD INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| LIN | New | LINDE PLC | $2,000 | – | 8 | +100.0% | 0.00% | – |
| KSS | KOHLS CORP | $3,000 | +200.0% | 75 | 0.0% | 0.00% | – | |
| K | KELLOGG CO | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| BYND | Exit | BEYOND MEAT INC | $0 | – | 0 | +100.0% | 0.00% | – |
| SAN | Exit | BANCO SANTANDER S.A.adr | $0 | – | -735 | -100.0% | 0.00% | – |
| LUMN | LUMEN TECHNOLOGIES INC | $1,000 | 0.0% | 116 | 0.0% | 0.00% | – | |
| SDC | SMILEDIRECTCLUB INC | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| SPG | New | SIMON PPTY GROUP INC NEW | $1,000 | – | 10 | +100.0% | 0.00% | – |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $0 | – | 3 | 0.0% | 0.00% | – | |
| CCD | CALAMOS DYNAMIC CONV &INCOM | $0 | – | 5 | 0.0% | 0.00% | – | |
| FSR | New | FISKER INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| FCPT | FOUR CORNERS PPTY TR INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| GEO | GEO GROUP INC NEW | $0 | – | 6 | 0.0% | 0.00% | – | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | 2 | 0.0% | 0.00% | – | |
| GNUS | Sell | GENIUS BRANDS INTL INC | $0 | – | 100 | -71.4% | 0.00% | – |
| M | Exit | MACYS INC | $0 | – | -200 | -100.0% | 0.00% | – |
| RWR | SPDR SER TRdj reit etf | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| WELL | New | WELLTOWER INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
| MBB | ISHARES TRmbs etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| MINC | ADVISORSHARES TRnewflt mulsinc | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| NWS | NEWS CORP NEWcl b | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| BBEU | J P MORGAN EXCHANGE-TRADED Fbetbuld europe | $0 | – | 17 | 0.0% | 0.00% | – | |
| NWSA | NEWS CORP NEWcl a | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| WRAP | New | WRAP TECHNOLOGIES INC | $0 | – | 100 | +100.0% | 0.00% | – |
| WYND | WYNDHAM DESTINATIONS INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| WH | WYNDHAM HOTELS &RESORTS INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| PFF | ISHARES TRpfd and incm sec | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| XL | New | XL FLEET CORP | $1,000 | – | 50 | +100.0% | 0.00% | – |
| XENE | XENON PHARMACEUTICALS INC | $0 | – | 20 | 0.0% | 0.00% | – | |
| BBJP | J P MORGAN EXCHANGE-TRADED Fbetbuld japan | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| MNST | New | MONSTER BEVERAGE CORP NEW | $1,000 | – | 10 | +100.0% | 0.00% | – |
| GOVT | ISHARES TRus treas bd etf | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| LE | LANDS END INC NEW | $0 | – | 3 | 0.0% | 0.00% | – | |
| USMV | ISHARES TRmsci usa min vol | $0 | – | 3 | 0.0% | 0.00% | – | |
| MTUM | ISHARES TRmsci usa mmentm | $0 | – | 1 | 0.0% | 0.00% | – | |
| BBCA | J P MORGAN EXCHANGE-TRADED Fbetabuldrs cda | $0 | – | 16 | 0.0% | 0.00% | – | |
| TBIO | Exit | TRANSLATE BIO INC | $0 | – | -90 | -100.0% | 0.00% | – |
| QLYS | Exit | QUALYS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -1 | -100.0% | 0.00% | – |
| Exit | DIFFUSION PHARMACEUTICALS IN | $0 | – | -1,000 | -100.0% | 0.00% | – | |
| CC | CHEMOURS CO | $0 | – | 13 | 0.0% | 0.00% | – | |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -17 | -100.0% | 0.00% | – |
| EVK | Exit | EVER GLORY INTL GRP INC | $0 | – | -100 | -100.0% | 0.00% | – |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -100 | -100.0% | 0.00% | – |
| DSL | DOUBLELINE INCOME SOLUTIONS | $0 | – | 3 | 0.0% | 0.00% | – | |
| CUZ | COUSINS PPTYS INC | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| DBX | Sell | DROPBOX INCcl a | $0 | -100.0% | 10 | -88.2% | 0.00% | -100.0% |
| EA | New | ELECTRONIC ARTS INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| FDX | New | FEDEX CORP | $1,000 | – | 4 | +100.0% | 0.00% | – |
| SPLK | New | SPLUNK INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $1,000 | – | 1 | +100.0% | 0.00% | – |
| JAMF | Exit | JAMF HLDG CORP | $0 | – | -35 | -100.0% | 0.00% | – |
| SLYV | SPDR SER TRs&p 600 smcp val | $0 | – | 6 | 0.0% | 0.00% | – | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $1,000 | – | 8 | 0.0% | 0.00% | – | |
| HA | HAWAIIAN HOLDINGS INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $1,000 | – | 4 | +100.0% | 0.00% | – |
| BTZ | BLACKROCK CR ALLOCATION INCO | $0 | – | 3 | 0.0% | 0.00% | – | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | 3 | 0.0% | 0.00% | – | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | 2 | 0.0% | 0.00% | – | |
| IMRN | IMMURON LTDsponsored adr | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $0 | – | 3 | 0.0% | 0.00% | – | |
| BOE | BLACKROCK ENHANCED GLOBAL DI | $0 | – | 5 | 0.0% | 0.00% | – | |
| SRS | PROSHARES TRultsht real est | $0 | – | 5 | 0.0% | 0.00% | – | |
| PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $1,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
| BK | BANK NEW YORK MELLON CORP | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| TIP | ISHARES TRtips bd etf | $0 | – | 3 | 0.0% | 0.00% | – | |
| IYT | ISHARES TRtrans avg etf | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| VMW | Sell | VMWARE INC | $1,000 | -94.7% | 8 | -94.1% | 0.00% | -100.0% |
| LQD | ISHARES TRiboxx inv cp etf | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| PJT | PJT PARTNERS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $0 | – | 3 | 0.0% | 0.00% | – | |
| IXJ | ISHARES TRglob hlthcre etf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| IEF | ISHARES TRbarclays 7 10 yr | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $0 | – | 35 | 0.0% | 0.00% | – | |
| AMT | New | AMERICAN TOWER CORP NEW | $1,000 | – | 5 | +100.0% | 0.00% | – |
| SPTS | Exit | SPDR SER TRportfolio sh tsr | $0 | – | -78 | -100.0% | -0.00% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -98 | -100.0% | -0.00% | – |
| MGM | Exit | MGM RESORTS INTERNATIONAL | $0 | – | -75 | -100.0% | -0.00% | – |
| SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -37 | -100.0% | -0.00% | – |
| BBVA | Exit | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $0 | – | -575 | -100.0% | -0.00% | – |
| SPMD | Exit | SPDR SER TRportfolio s&p400 | $0 | – | -77 | -100.0% | -0.00% | – |
| DNKN | Exit | DUNKIN BRANDS GROUP INC | $0 | – | -50 | -100.0% | -0.00% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -17 | -100.0% | -0.00% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -365 | -100.0% | -0.00% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -15 | -100.0% | -0.00% | – |
| SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -144 | -100.0% | -0.00% | – |
| SNAP | Exit | SNAP INCcl a | $0 | – | -145 | -100.0% | -0.00% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -102 | -100.0% | -0.00% | – |
| ING | Exit | ING GROEP N.V.sponsored adr | $0 | – | -719 | -100.0% | -0.00% | – |
| FIVN | Exit | FIVE9 INC | $0 | – | -50 | -100.0% | -0.00% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -460 | -100.0% | -0.00% | – |
| BBL | Exit | BHP GROUP PLCsponsored adr | $0 | – | -186 | -100.0% | -0.00% | – |
| AUPH | Exit | AURINIA PHARMACEUTICALS INC | $0 | – | -500 | -100.0% | -0.00% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -401 | -100.0% | -0.00% | – |
| TTE | Exit | TOTAL SEsponsored ads | $0 | – | -277 | -100.0% | -0.00% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -27 | -100.0% | -0.00% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -143 | -100.0% | -0.00% | – |
| IMMU | Exit | IMMUNOMEDICS INC | $0 | – | -100 | -100.0% | -0.00% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -109 | -100.0% | -0.00% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -103 | -100.0% | -0.00% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -217 | -100.0% | -0.01% | – |
| RYN | Exit | RAYONIER INC | $0 | – | -400 | -100.0% | -0.01% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -498 | -100.0% | -0.01% | – |
| SAP | Exit | SAP SEspon adr | $0 | – | -96 | -100.0% | -0.01% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -95 | -100.0% | -0.01% | – |
| FIHD | Exit | UBS AG LONDON BRANCHfi enhancd etn | $0 | – | -185 | -100.0% | -0.01% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -59 | -100.0% | -0.01% | – |
| Exit | CREDIT SUISSE AG NASSAU BRHlg cap grth enh | $0 | – | -107 | -100.0% | -0.02% | – | |
| AIV | Exit | APARTMENT INVT &MGMT COcl a | $0 | – | -1,694 | -100.0% | -0.02% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -747 | -100.0% | -0.33% | – |
| UN | Exit | UNILEVER N V | $0 | – | -21,611 | -100.0% | -0.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 20 | Q3 2023 | 4.1% |
| ISHARES TR | 20 | Q3 2023 | 4.8% |
| APPLE INC | 20 | Q3 2023 | 3.5% |
| ISHARES TR | 20 | Q3 2023 | 2.9% |
| ISHARES TR | 20 | Q3 2023 | 2.9% |
| ISHARES TR | 20 | Q3 2023 | 3.6% |
| ISHARES TR | 20 | Q3 2023 | 3.3% |
| VANGUARD WHITEHALL FDS INC | 20 | Q3 2023 | 4.6% |
| VANGUARD SCOTTSDALE FDS | 20 | Q3 2023 | 5.2% |
| ISHARES INC | 20 | Q3 2023 | 2.9% |
View Global Wealth Management Investment Advisory, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-07 |
| 13F-HR/A | 2022-11-09 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-17 |
| 13F-HR | 2022-02-15 |
View Global Wealth Management Investment Advisory, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.