$277 Million is the total value of Global Wealth Management Investment Advisory, Inc.'s 482 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 32.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWY | Sell | ISHARES TRrus tp200 gr etf | $10,609,000 | -2.7% | 78,852 | -3.8% | 3.83% | -9.4% |
VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $9,389,000 | +1.7% | 175,917 | +3.0% | 3.39% | -5.4% |
IWX | Sell | ISHARES TRrus tp200 vl etf | $9,118,000 | +9.0% | 143,160 | -0.9% | 3.29% | +1.4% |
USIG | Sell | ISHARES TRusd inv grde etf | $8,182,000 | -5.6% | 138,580 | -0.9% | 2.95% | -12.1% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $8,031,000 | +12.1% | 79,439 | +1.5% | 2.90% | +4.3% |
AAPL | Sell | APPLE INC | $7,556,000 | -12.9% | 61,859 | -5.4% | 2.72% | -18.9% |
IEMG | Sell | ISHARES INCcore msci emkt | $7,407,000 | +0.7% | 115,080 | -3.0% | 2.67% | -6.3% |
IEFA | Buy | ISHARES TRcore msci eafe | $7,314,000 | +6.7% | 101,507 | +2.3% | 2.64% | -0.7% |
IVV | Sell | ISHARES TRcore s&p500 etf | $6,625,000 | +5.4% | 16,653 | -0.5% | 2.39% | -1.9% |
AGG | Buy | ISHARES TRcore us aggbd et | $5,494,000 | +8.5% | 48,262 | +12.6% | 1.98% | +0.9% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $5,265,000 | +9.9% | 60,387 | +10.0% | 1.90% | +2.3% |
BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $5,221,000 | +7.4% | 91,406 | +10.1% | 1.88% | -0.1% |
SLQD | Buy | ISHARES TR0-5yr invt gr cp | $4,946,000 | +13.7% | 95,522 | +14.7% | 1.78% | +5.8% |
BAC | Buy | BK OF AMERICA CORP | $4,411,000 | +30.4% | 114,011 | +2.2% | 1.59% | +21.4% |
IWS | Sell | ISHARES TRrus mdcp val etf | $4,362,000 | +5.7% | 39,907 | -6.2% | 1.57% | -1.6% |
EFV | Sell | ISHARES TReafe value etf | $4,346,000 | +7.4% | 85,263 | -0.5% | 1.57% | -0.1% |
JPM | Sell | JPMORGAN CHASE &CO | $4,306,000 | +14.0% | 28,287 | -4.8% | 1.55% | +6.1% |
MSFT | Sell | MICROSOFT CORP | $4,242,000 | +4.8% | 17,992 | -1.1% | 1.53% | -2.5% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $3,999,000 | -1.6% | 15,559 | -3.1% | 1.44% | -8.5% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,954,000 | -0.7% | 12,390 | -2.3% | 1.43% | -7.6% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $3,894,000 | +3.7% | 14,959 | -8.5% | 1.40% | -3.5% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $3,845,000 | +12.1% | 29,249 | +1.5% | 1.39% | +4.4% |
VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $3,664,000 | +60.6% | 59,558 | +60.7% | 1.32% | +49.4% |
VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $3,652,000 | +1.8% | 54,318 | +5.1% | 1.32% | -5.3% |
T | Buy | AT&T INC | $3,508,000 | +17.4% | 115,892 | +11.6% | 1.26% | +9.2% |
VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $3,470,000 | -4.6% | 70,648 | -8.3% | 1.25% | -11.3% |
HD | Sell | HOME DEPOT INC | $3,257,000 | +12.9% | 10,671 | -1.7% | 1.18% | +5.1% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $3,242,000 | +0.6% | 55,760 | +1.6% | 1.17% | -6.4% |
C | Buy | CITIGROUP INC | $3,197,000 | +21.4% | 43,944 | +2.9% | 1.15% | +13.0% |
IJR | Sell | ISHARES TRcore s&p scp etf | $3,117,000 | +3.2% | 28,718 | -12.6% | 1.12% | -4.0% |
CVX | Buy | CHEVRON CORP NEW | $3,114,000 | +28.4% | 29,719 | +3.5% | 1.12% | +19.5% |
WY | Buy | WEYERHAEUSER CO MTN BE | $2,995,000 | +21.6% | 84,135 | +14.5% | 1.08% | +13.1% |
EFG | Sell | ISHARES TReafe grwth etf | $2,896,000 | -1.0% | 28,828 | -0.6% | 1.04% | -7.9% |
VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $2,670,000 | +4.4% | 14,976 | -7.3% | 0.96% | -2.8% |
DOW | Buy | DOW INC | $2,583,000 | +46.6% | 40,393 | +27.3% | 0.93% | +36.5% |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $2,536,000 | +24.3% | 30,856 | +25.4% | 0.92% | +15.7% |
SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $2,437,000 | -17.9% | 39,848 | -16.7% | 0.88% | -23.6% |
SO | Buy | SOUTHERN CO | $2,416,000 | +6.4% | 38,873 | +5.2% | 0.87% | -1.0% |
TGT | Sell | TARGET CORP | $2,320,000 | -5.1% | 11,714 | -15.4% | 0.84% | -11.7% |
NEE | Buy | NEXTERA ENERGY INC | $2,245,000 | +235.1% | 29,686 | +241.7% | 0.81% | +211.5% |
CSCO | Sell | CISCO SYS INC | $2,227,000 | +10.8% | 43,064 | -4.1% | 0.80% | +3.1% |
XOM | Sell | EXXON MOBIL CORP | $2,224,000 | +29.5% | 39,843 | -4.4% | 0.80% | +20.4% |
KO | Buy | COCA COLA CO | $2,222,000 | +5.3% | 42,153 | +9.5% | 0.80% | -2.1% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,216,000 | +4.4% | 13,037 | +3.4% | 0.80% | -2.9% |
VIAC | Buy | VIACOMCBS INCcl b | $2,205,000 | +21.4% | 48,887 | +0.3% | 0.80% | +12.9% |
DUK | Sell | DUKE ENERGY CORP NEW | $2,110,000 | -5.0% | 21,860 | -9.8% | 0.76% | -11.5% |
IWP | Sell | ISHARES TRrus md cp gr etf | $2,005,000 | -1.4% | 19,649 | -0.8% | 0.72% | -8.2% |
JNJ | Buy | JOHNSON &JOHNSON | $1,965,000 | +7.8% | 11,958 | +3.3% | 0.71% | +0.4% |
BP | Buy | BP PLCsponsored adr | $1,944,000 | +22.0% | 79,854 | +2.8% | 0.70% | +13.4% |
PSA | Sell | PUBLIC STORAGE | $1,880,000 | -7.6% | 7,618 | -13.5% | 0.68% | -14.1% |
FANG | Buy | DIAMONDBACK ENERGY INC | $1,864,000 | +10255.6% | 25,366 | +6755.7% | 0.67% | +9500.0% |
WMT | Buy | WALMART INC | $1,798,000 | +19.9% | 13,237 | +27.3% | 0.65% | +11.5% |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $1,790,000 | +24.1% | 10,400 | +14.9% | 0.65% | +15.6% |
BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,784,000 | +9.4% | 28,391 | +21.7% | 0.64% | +1.7% |
NVDA | Buy | NVIDIA CORPORATION | $1,777,000 | +6.2% | 3,329 | +3.8% | 0.64% | -1.2% |
SBUX | Sell | STARBUCKS CORP | $1,732,000 | -7.4% | 15,848 | -9.3% | 0.62% | -13.8% |
ADM | Buy | ARCHER DANIELS MIDLAND CO | $1,684,000 | +23957.1% | 29,540 | +22623.1% | 0.61% | +20133.3% |
PG | Buy | PROCTER AND GAMBLE CO | $1,684,000 | +9.4% | 12,433 | +12.3% | 0.61% | +1.7% |
VTR | Sell | VENTAS INC | $1,675,000 | -19.0% | 31,394 | -25.6% | 0.60% | -24.6% |
HON | Buy | HONEYWELL INTL INC | $1,646,000 | +1669.9% | 7,585 | +1643.7% | 0.59% | +1550.0% |
D | Sell | DOMINION ENERGY INC | $1,639,000 | -13.4% | 21,571 | -14.3% | 0.59% | -19.4% |
KMB | Buy | KIMBERLY-CLARK CORP | $1,632,000 | +5.2% | 11,734 | +2.0% | 0.59% | -2.0% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,615,000 | -6.8% | 7,543 | -15.2% | 0.58% | -13.3% |
PFE | Sell | PFIZER INC | $1,599,000 | -32.0% | 44,146 | -30.9% | 0.58% | -36.7% |
VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $1,560,000 | +1.6% | 18,846 | +17.6% | 0.56% | -5.4% |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $1,523,000 | -0.5% | 30,629 | +0.1% | 0.55% | -7.4% |
UL | Buy | UNILEVER PLCspon adr new | $1,445,000 | +7.9% | 25,886 | +16.7% | 0.52% | +0.4% |
QCOM | Sell | QUALCOMM INC | $1,403,000 | -22.8% | 10,579 | -11.3% | 0.51% | -28.1% |
AMZN | Buy | AMAZON COM INC | $1,346,000 | +6.5% | 435 | +12.1% | 0.48% | -1.0% |
DIS | Sell | DISNEY WALT CO | $1,240,000 | +1.7% | 6,717 | -0.1% | 0.45% | -5.3% |
SQ | Sell | SQUARE INCcl a | $1,233,000 | -9.9% | 5,430 | -13.7% | 0.44% | -16.2% |
CRM | Buy | SALESFORCE COM INC | $1,225,000 | +43.8% | 5,782 | +51.1% | 0.44% | +33.9% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,127,000 | +3.0% | 21,658 | -0.8% | 0.41% | -4.2% |
FB | Buy | FACEBOOK INCcl a | $1,110,000 | +27.3% | 3,768 | +18.1% | 0.40% | +18.3% |
MUB | Buy | ISHARES TRnational mun etf | $1,064,000 | +34.5% | 9,169 | +35.9% | 0.38% | +25.1% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $959,000 | -2.5% | 10,811 | +2.0% | 0.35% | -9.2% |
BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $951,000 | +1.5% | 9,695 | +13.4% | 0.34% | -5.5% |
TSLA | Buy | TESLA INC | $869,000 | -4.2% | 1,301 | +1.2% | 0.31% | -11.1% |
NKE | Sell | NIKE INCcl b | $853,000 | -6.6% | 6,420 | -0.5% | 0.31% | -13.0% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $771,000 | -1.5% | 8,284 | +2.8% | 0.28% | -8.3% |
COST | Buy | COSTCO WHSL CORP NEW | $772,000 | +17.0% | 2,189 | +24.9% | 0.28% | +8.6% |
ABBV | Buy | ABBVIE INC | $717,000 | +14.7% | 6,629 | +13.7% | 0.26% | +7.0% |
LEN | Buy | LENNAR CORPcl a | $694,000 | +57.4% | 6,854 | +18.6% | 0.25% | +46.2% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $658,000 | +23.9% | 8,513 | +14.6% | 0.24% | +15.0% |
PKG | Buy | PACKAGING CORP AMER | $639,000 | +10.6% | 4,755 | +13.5% | 0.23% | +2.7% |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $639,000 | +17.9% | 2,803 | +13.3% | 0.23% | +9.5% |
PYPL | Sell | PAYPAL HLDGS INC | $639,000 | +2.1% | 2,632 | -1.5% | 0.23% | -5.3% |
TMUS | Buy | T-MOBILE US INC | $614,000 | +21.3% | 4,904 | +30.7% | 0.22% | +12.8% |
VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $600,000 | +86.3% | 10,977 | +88.0% | 0.22% | +72.8% |
AMGN | Buy | AMGEN INC | $585,000 | +10.0% | 2,353 | +1.8% | 0.21% | +2.4% |
UBER | Buy | UBER TECHNOLOGIES INC | $553,000 | +23.7% | 10,142 | +15.7% | 0.20% | +15.0% |
NFLX | Buy | NETFLIX INC | $552,000 | +2.4% | 1,059 | +6.2% | 0.20% | -4.8% |
PANW | Sell | PALO ALTO NETWORKS INC | $533,000 | -16.2% | 1,654 | -7.5% | 0.19% | -22.0% |
MAR | Buy | MARRIOTT INTL INC NEWcl a | $518,000 | +21.3% | 3,496 | +8.1% | 0.19% | +13.3% |
AXP | Buy | AMERICAN EXPRESS CO | $488,000 | +21.4% | 3,453 | +3.9% | 0.18% | +12.8% |
GLDM | Buy | WORLD GOLD TRspdr gld minis | $458,000 | +14.5% | 26,958 | +27.8% | 0.16% | +6.5% |
BDX | Buy | BECTON DICKINSON &CO | $442,000 | +11.3% | 1,819 | +14.6% | 0.16% | +3.2% |
CI | Sell | CIGNA CORP NEW | $437,000 | -7.8% | 1,806 | -20.7% | 0.16% | -14.1% |
DGRO | Buy | ISHARES TRcore div grwth | $413,000 | +14.4% | 8,562 | +6.3% | 0.15% | +6.4% |
WDAY | Buy | WORKDAY INCcl a | $385,000 | +11.6% | 1,551 | +7.7% | 0.14% | +3.7% |
TWLO | Buy | TWILIO INCcl a | $381,000 | +66.4% | 1,119 | +65.3% | 0.14% | +53.9% |
GOOG | ALPHABET INCcap stk cl c | $379,000 | +18.1% | 183 | 0.0% | 0.14% | +10.5% | |
NET | Sell | CLOUDFLARE INC | $337,000 | -37.8% | 4,794 | -32.7% | 0.12% | -41.9% |
BA | Buy | BOEING CO | $327,000 | +98.2% | 1,284 | +66.1% | 0.12% | +84.4% |
NIO | Buy | NIO INCspon ads | $325,000 | -9.0% | 8,328 | +13.6% | 0.12% | -15.2% |
TTD | Sell | THE TRADE DESK INC | $319,000 | -24.9% | 490 | -7.7% | 0.12% | -30.3% |
MLPA | Buy | GLOBAL X FDSglbl x mlp etf | $306,000 | +33.6% | 9,253 | +10.8% | 0.11% | +23.6% |
SUB | Buy | ISHARES TRshrt nat mun etf | $300,000 | +88.7% | 2,785 | +89.2% | 0.11% | +74.2% |
MO | Sell | ALTRIA GROUP INC | $288,000 | +23.6% | 5,626 | -1.1% | 0.10% | +15.6% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $289,000 | +140.8% | 728 | +127.5% | 0.10% | +121.3% |
IWM | Buy | ISHARES TRrussell 2000 etf | $271,000 | +20.4% | 1,226 | +6.6% | 0.10% | +12.6% |
HCA | Buy | HCA HEALTHCARE INC | $264,000 | +14.8% | 1,401 | +0.3% | 0.10% | +6.7% |
AGNC | Buy | AGNC INVT CORP | $263,000 | +14.8% | 15,665 | +6.8% | 0.10% | +6.7% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $201,000 | +12.3% | 785 | +1.6% | 0.07% | +4.3% |
SHM | Buy | SPDR SER TRnuveen blmbrg sr | $200,000 | +88.7% | 4,031 | +89.5% | 0.07% | +75.6% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $196,000 | +35.2% | 866 | +38.6% | 0.07% | +26.8% |
TOL | TOLL BROTHERS INC | $196,000 | +30.7% | 3,450 | 0.0% | 0.07% | +22.4% | |
SLV | Buy | ISHARES SILVER TRishares | $194,000 | +12.8% | 8,561 | +22.4% | 0.07% | +4.5% |
EQR | Buy | EQUITY RESIDENTIALsh ben int | $192,000 | +28.9% | 2,678 | +6.6% | 0.07% | +19.0% |
DVY | Sell | ISHARES TRselect divid etf | $189,000 | +16.0% | 1,658 | -2.4% | 0.07% | +7.9% |
TFC | TRUIST FINL CORP | $182,000 | +21.3% | 3,127 | 0.0% | 0.07% | +13.8% | |
V | Buy | VISA INC | $172,000 | +3.6% | 810 | +7.0% | 0.06% | -3.1% |
WRB | Sell | BERKLEY W R CORP | $170,000 | +6.9% | 2,250 | -6.2% | 0.06% | -1.6% |
CAT | Sell | CATERPILLAR INC | $169,000 | +18.2% | 730 | -7.4% | 0.06% | +10.9% |
PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $162,000 | +110.4% | 6,949 | +112.8% | 0.06% | +93.3% |
GPN | GLOBAL PMTS INC | $161,000 | -6.4% | 800 | 0.0% | 0.06% | -13.4% | |
FSK | Buy | FS KKR CAP CORP | $161,000 | +32.0% | 8,117 | +9.7% | 0.06% | +23.4% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $157,000 | +12.1% | 440 | +12.2% | 0.06% | +5.6% |
BX | Buy | BLACKSTONE GROUP INC | $157,000 | +24.6% | 2,105 | +8.0% | 0.06% | +16.3% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $153,000 | 0.0% | 1,150 | -2.1% | 0.06% | -6.8% |
GM | Buy | GENERAL MTRS CO | $149,000 | +238.6% | 2,586 | +143.5% | 0.05% | +217.6% |
HYMB | Buy | SPDR SER TRnuveen bbg brcly | $143,000 | +85.7% | 2,405 | +85.3% | 0.05% | +73.3% |
LUV | Buy | SOUTHWEST AIRLS CO | $145,000 | +85.9% | 2,370 | +41.9% | 0.05% | +73.3% |
AINV | Buy | APOLLO INVT CORP | $142,000 | +32.7% | 10,374 | +3.4% | 0.05% | +24.4% |
ABT | Sell | ABBOTT LABS | $139,000 | +5.3% | 1,157 | -4.3% | 0.05% | -2.0% |
NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $138,000 | +16.0% | 16,028 | +13.4% | 0.05% | +8.7% |
AON | AON PLC | $140,000 | +9.4% | 607 | 0.0% | 0.05% | 0.0% | |
TFI | Buy | SPDR SER TRnuveen brc munic | $139,000 | +85.3% | 2,693 | +88.8% | 0.05% | +72.4% |
PM | Sell | PHILIP MORRIS INTL INC | $139,000 | +6.1% | 1,567 | -1.3% | 0.05% | -2.0% |
DLR | Sell | DIGITAL RLTY TR INC | $133,000 | 0.0% | 941 | -1.5% | 0.05% | -7.7% |
EPR | Buy | EPR PPTYS | $130,000 | +51.2% | 2,790 | +5.3% | 0.05% | +42.4% |
WRI | Buy | WEINGARTEN RLTY INVSsh ben int | $128,000 | +32.0% | 4,746 | +5.6% | 0.05% | +21.1% |
WPC | Buy | WP CAREY INC | $127,000 | +53.0% | 1,790 | +51.3% | 0.05% | +43.8% |
ASAN | Buy | ASANA INCcl a | $125,000 | +228.9% | 4,371 | +237.5% | 0.04% | +200.0% |
AFIN | Buy | AMERICAN FIN TR INC | $125,000 | +47.1% | 12,737 | +10.7% | 0.04% | +36.4% |
KKR | Buy | KKR &CO INC | $121,000 | +34.4% | 2,484 | +11.6% | 0.04% | +25.7% |
TCPC | Buy | BLACKROCK TCP CAPITAL CORP | $121,000 | +36.0% | 8,745 | +10.4% | 0.04% | +29.4% |
PENN | Buy | PENN NATL GAMING INC | $116,000 | +26.1% | 1,103 | +3.1% | 0.04% | +16.7% |
BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $115,000 | +21.1% | 2,591 | +12.8% | 0.04% | +10.8% |
O | Sell | REALTY INCOME CORP | $113,000 | -93.7% | 1,773 | -93.8% | 0.04% | -94.1% |
CMCSA | Sell | COMCAST CORP NEWcl a | $110,000 | -1.8% | 2,032 | -5.0% | 0.04% | -7.0% |
INVH | Buy | INVITATION HOMES INC | $112,000 | +28.7% | 3,490 | +19.2% | 0.04% | +17.6% |
GNL | Buy | GLOBAL NET LEASE INC | $111,000 | +23.3% | 6,129 | +17.2% | 0.04% | +14.3% |
LLY | Sell | LILLY ELI &CO | $112,000 | +4.7% | 600 | -5.4% | 0.04% | -2.4% |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $111,000 | +65.7% | 606 | +92.4% | 0.04% | +53.8% |
GBDC | Buy | GOLUB CAP BDC INC | $108,000 | +17.4% | 7,378 | +13.9% | 0.04% | +8.3% |
AOM | Buy | ISHARES TRmodert alloc etf | $109,000 | +45.3% | 2,514 | +44.1% | 0.04% | +34.5% |
MU | Sell | MICRON TECHNOLOGY INC | $106,000 | +15.2% | 1,200 | -2.4% | 0.04% | +5.6% |
PLD | Buy | PROLOGIS INC. | $105,000 | +25.0% | 987 | +17.4% | 0.04% | +15.2% |
AEP | AMERICAN ELEC PWR CO INC | $101,000 | +2.0% | 1,188 | 0.0% | 0.04% | -5.3% | |
SUI | Buy | SUN CMNTYS INC | $100,000 | +19.0% | 666 | +20.7% | 0.04% | +9.1% |
FGD | Sell | FIRST TR EXCHANGE TRADED FDdj glbl divid | $100,000 | -3.8% | 3,981 | -16.4% | 0.04% | -10.0% |
KMI | Buy | KINDER MORGAN INC DEL | $100,000 | +29.9% | 5,996 | +6.8% | 0.04% | +20.0% |
LOW | LOWES COS INC | $99,000 | +19.3% | 518 | 0.0% | 0.04% | +12.5% | |
WDIV | Sell | SPDR INDEX SHS FDSs&p glbdiv etf | $97,000 | -4.9% | 1,460 | -13.9% | 0.04% | -12.5% |
WM | WASTE MGMT INC DEL | $91,000 | +9.6% | 707 | 0.0% | 0.03% | +3.1% | |
LQD | Buy | ISHARES TRiboxx inv cp etf | $91,000 | +9000.0% | 703 | +11616.7% | 0.03% | – |
AMD | Buy | ADVANCED MICRO DEVICES INC | $88,000 | +91.3% | 1,120 | +123.6% | 0.03% | +77.8% |
XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $89,000 | -1.1% | 2,611 | -14.0% | 0.03% | -8.6% |
DIV | Sell | GLOBAL X FDSglobx supdv us | $86,000 | -7.5% | 4,424 | -19.5% | 0.03% | -13.9% |
EFA | ISHARES TRmsci eafe etf | $86,000 | +3.6% | 1,138 | 0.0% | 0.03% | -3.1% | |
RCL | Buy | ROYAL CARIBBEAN GROUP | $87,000 | +31.8% | 1,012 | +15.3% | 0.03% | +19.2% |
ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $84,000 | +3.7% | 260 | +8.3% | 0.03% | -3.2% |
IWD | New | ISHARES TRrus 1000 val etf | $84,000 | – | 553 | +100.0% | 0.03% | – |
MDLZ | Sell | MONDELEZ INTL INCcl a | $82,000 | -1.2% | 1,400 | -1.1% | 0.03% | -6.2% |
DKNG | Buy | DRAFTKINGS INC | $78,000 | +151.6% | 1,268 | +87.9% | 0.03% | +133.3% |
DE | DEERE &CO | $75,000 | +38.9% | 200 | 0.0% | 0.03% | +28.6% | |
HACK | ETF MANAGERS TRprime cybr scrty | $73,000 | -5.2% | 1,330 | 0.0% | 0.03% | -13.3% | |
IWR | Sell | ISHARES TRrus mid cap etf | $69,000 | -5.5% | 930 | -12.9% | 0.02% | -10.7% |
GOVT | Buy | ISHARES TRus treas bd etf | $70,000 | +6900.0% | 2,678 | +12652.4% | 0.02% | – |
DD | DUPONT DE NEMOURS INC | $69,000 | +7.8% | 899 | 0.0% | 0.02% | 0.0% | |
EDIV | Sell | SPDR INDEX SHS FDSs&p em mkt div | $68,000 | -8.1% | 2,250 | -15.8% | 0.02% | -13.8% |
KLR | New | KALEYRA INC | $66,000 | – | 4,650 | +100.0% | 0.02% | – |
IHDG | New | WISDOMTREE TRitl hdg qtly div | $62,000 | – | 1,505 | +100.0% | 0.02% | – |
GOOGL | ALPHABET INCcap stk cl a | $62,000 | +17.0% | 30 | 0.0% | 0.02% | +4.8% | |
MCD | Sell | MCDONALDS CORP | $60,000 | +1.7% | 267 | -3.6% | 0.02% | -4.3% |
AIV | Buy | APARTMENT INVT &MGMT COcl a | $61,000 | +510.0% | 9,858 | +410.8% | 0.02% | +450.0% |
CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $61,000 | +64.9% | 2,296 | +34.3% | 0.02% | +57.1% |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $57,000 | -1.7% | 840 | -1.5% | 0.02% | -4.5% |
AOR | Buy | ISHARES TRgrwt allocat etf | $56,000 | +5.7% | 1,047 | +2.7% | 0.02% | -4.8% |
EHC | ENCOMPASS HEALTH CORP | $56,000 | 0.0% | 680 | 0.0% | 0.02% | -9.1% | |
MGK | New | VANGUARD WORLD FDmega grwth ind | $55,000 | – | 264 | +100.0% | 0.02% | – |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $53,000 | +6.0% | 835 | 0.0% | 0.02% | 0.0% | |
KR | KROGER CO | $52,000 | +15.6% | 1,432 | 0.0% | 0.02% | +11.8% | |
LMT | Buy | LOCKHEED MARTIN CORP | $52,000 | +73.3% | 142 | +65.1% | 0.02% | +58.3% |
OXYWS | Sell | OCCIDENTAL PETE CORP*w exp 08/03/202 | $54,000 | +68.8% | 4,530 | -2.9% | 0.02% | +58.3% |
IWF | New | ISHARES TRrus 1000 grw etf | $52,000 | – | 215 | +100.0% | 0.02% | – |
AIRC | Sell | APARTMENT INCOME REIT CORP | $49,000 | -31.9% | 1,145 | -38.8% | 0.02% | -35.7% |
HSY | HERSHEY CO | $51,000 | +4.1% | 325 | 0.0% | 0.02% | -5.3% | |
DAL | Buy | DELTA AIR LINES INC DEL | $43,000 | +34.4% | 900 | +12.5% | 0.02% | +33.3% |
PEAK | Sell | HEALTHPEAK PROPERTIES INC | $43,000 | 0.0% | 1,360 | -3.8% | 0.02% | -5.9% |
KHC | Sell | KRAFT HEINZ CO | $42,000 | 0.0% | 1,055 | -13.6% | 0.02% | -6.2% |
CRUS | CIRRUS LOGIC INC | $42,000 | +2.4% | 500 | 0.0% | 0.02% | -6.2% | |
GS | Buy | GOLDMAN SACHS GROUP INC | $41,000 | +51.9% | 126 | +24.8% | 0.02% | +50.0% |
AMP | AMERIPRISE FINL INC | $42,000 | +20.0% | 180 | 0.0% | 0.02% | +7.1% | |
ED | CONSOLIDATED EDISON INC | $41,000 | +2.5% | 550 | 0.0% | 0.02% | -6.2% | |
UAL | Sell | UNITED AIRLS HLDGS INC | $38,000 | +2.7% | 660 | -23.3% | 0.01% | 0.0% |
AEE | AMEREN CORP | $35,000 | +6.1% | 425 | 0.0% | 0.01% | 0.0% | |
ANGL | Sell | VANECK VECTORS ETF TRfallen angel hg | $37,000 | -33.9% | 1,169 | -33.1% | 0.01% | -40.9% |
INTC | Sell | INTEL CORP | $35,000 | -7.9% | 550 | -27.1% | 0.01% | -13.3% |
BB | Buy | BLACKBERRY LTD | $36,000 | +1100.0% | 4,259 | +751.8% | 0.01% | +1200.0% |
MRK | Sell | MERCK &CO. INC | $37,000 | -31.5% | 480 | -27.4% | 0.01% | -38.1% |
IUSG | ISHARES TRcore s&p us gwt | $36,000 | +2.9% | 393 | 0.0% | 0.01% | -7.1% | |
F | Buy | FORD MTR CO DEL | $33,000 | +43.5% | 2,718 | +3.5% | 0.01% | +33.3% |
GLD | Sell | SPDR GOLD TR | $33,000 | -13.2% | 208 | -2.8% | 0.01% | -20.0% |
RPM | Buy | RPM INTL INC | $32,000 | 0.0% | 354 | +0.6% | 0.01% | 0.0% |
EXC | EXELON CORP | $30,000 | +3.4% | 683 | 0.0% | 0.01% | 0.0% | |
MGV | New | VANGUARD WORLD FDmega cap val etf | $31,000 | – | 323 | +100.0% | 0.01% | – |
MMM | Sell | 3M CO | $30,000 | 0.0% | 155 | -8.8% | 0.01% | -8.3% |
EWJ | New | ISHARES INCmsci jpn etf new | $30,000 | – | 436 | +100.0% | 0.01% | – |
NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $28,000 | +16.7% | 1,020 | +9.1% | 0.01% | +11.1% |
DTE | DTE ENERGY CO | $28,000 | +7.7% | 212 | 0.0% | 0.01% | 0.0% | |
ASHR | New | DBX ETF TRxtrack hrvst csi | $27,000 | – | 688 | +100.0% | 0.01% | – |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $27,000 | 0.0% | 235 | 0.0% | 0.01% | 0.0% | |
CTVA | CORTEVA INC | $27,000 | +22.7% | 572 | 0.0% | 0.01% | +11.1% | |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $27,000 | -12.9% | 200 | -17.7% | 0.01% | -16.7% |
TWTR | Sell | TWITTER INC | $28,000 | -12.5% | 440 | -26.3% | 0.01% | -16.7% |
NUE | NUCOR CORP | $28,000 | +47.4% | 350 | 0.0% | 0.01% | +42.9% | |
ORCL | Buy | ORACLE CORP | $28,000 | +27.3% | 400 | +15.3% | 0.01% | +11.1% |
CMI | CUMMINS INC | $26,000 | +13.0% | 100 | 0.0% | 0.01% | 0.0% | |
XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $26,000 | +4.0% | 670 | -3.9% | 0.01% | -10.0% |
XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $24,000 | +380.0% | 300 | +300.0% | 0.01% | +350.0% |
VOO | Sell | VANGUARD INDEX FDS | $26,000 | +4.0% | 72 | -1.4% | 0.01% | -10.0% |
SNOW | Buy | SNOWFLAKE INCcl a | $22,000 | +4.8% | 98 | +30.7% | 0.01% | 0.0% |
GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $23,000 | – | 703 | +100.0% | 0.01% | – |
PDBC | New | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $21,000 | – | 1,192 | +100.0% | 0.01% | – |
VGT | VANGUARD WORLD FDSinf tech etf | $23,000 | +4.5% | 63 | 0.0% | 0.01% | -11.1% | |
FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $21,000 | +5.0% | 96 | 0.0% | 0.01% | 0.0% | |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $22,000 | -48.8% | 1,000 | -54.2% | 0.01% | -52.9% |
IYW | ISHARES TRu.s. tech etf | $23,000 | +4.5% | 260 | 0.0% | 0.01% | -11.1% | |
TJX | TJX COS INC NEW | $23,000 | -4.2% | 350 | 0.0% | 0.01% | -11.1% | |
WYNN | Buy | WYNN RESORTS LTD | $23,000 | +109.1% | 185 | +85.0% | 0.01% | +100.0% |
GIS | GENERAL MLS INC | $20,000 | +5.3% | 325 | 0.0% | 0.01% | 0.0% | |
CONN | CONNS INC | $19,000 | +58.3% | 1,000 | 0.0% | 0.01% | +40.0% | |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $20,000 | +11.1% | 412 | -12.3% | 0.01% | 0.0% |
EWC | New | ISHARES INCmsci cda etf | $19,000 | – | 547 | +100.0% | 0.01% | – |
COP | CONOCOPHILLIPS | $19,000 | +26.7% | 364 | 0.0% | 0.01% | +16.7% | |
USMV | Buy | ISHARES TRmsci usa min vol | $20,000 | – | 282 | +9300.0% | 0.01% | – |
XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $19,000 | -5.0% | 300 | -8.0% | 0.01% | -12.5% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $20,000 | – | 239 | +11850.0% | 0.01% | – |
MRNA | Sell | MODERNA INC | $20,000 | -16.7% | 150 | -33.3% | 0.01% | -22.2% |
CSX | CSX CORP | $19,000 | +5.6% | 200 | 0.0% | 0.01% | 0.0% | |
CLM | New | CORNERSTONE STRATEGIC VALUE | $20,000 | – | 1,470 | +100.0% | 0.01% | – |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $19,000 | – | 116 | +3766.7% | 0.01% | – |
MD | MEDNAX INC | $17,000 | +6.2% | 650 | 0.0% | 0.01% | 0.0% | |
IYR | ISHARES TRu.s. real es etf | $16,000 | +6.7% | 170 | 0.0% | 0.01% | 0.0% | |
HEDJ | WISDOMTREE TReurope hedged eq | $18,000 | +5.9% | 250 | 0.0% | 0.01% | -14.3% | |
TRV | TRAVELERS COMPANIES INC | $18,000 | +5.9% | 120 | 0.0% | 0.01% | -14.3% | |
ICLN | New | ISHARES TRgl clean ene etf | $16,000 | – | 638 | +100.0% | 0.01% | – |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $17,000 | +88.9% | 102 | +92.5% | 0.01% | +100.0% |
EWI | New | ISHARES INCmsci italy etf | $17,000 | – | 533 | +100.0% | 0.01% | – |
XBI | Buy | SPDR SER TRs&p biotech | $18,000 | +800.0% | 132 | +676.5% | 0.01% | +500.0% |
XSOE | New | WISDOMTREE TRem ex st-owned | $17,000 | – | 417 | +100.0% | 0.01% | – |
OLED | Sell | UNIVERSAL DISPLAY CORP | $17,000 | -32.0% | 70 | -36.4% | 0.01% | -40.0% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $17,000 | -10.5% | 277 | -11.2% | 0.01% | -14.3% |
EEM | ISHARES TRmsci emg mkt etf | $17,000 | 0.0% | 320 | 0.0% | 0.01% | -14.3% | |
FROG | New | JFROG LTD | $16,000 | – | 350 | +100.0% | 0.01% | – |
ARCC | ARES CAPITAL CORP | $14,000 | +7.7% | 754 | 0.0% | 0.01% | 0.0% | |
ULTA | ULTA BEAUTY INC | $15,000 | +7.1% | 50 | 0.0% | 0.01% | 0.0% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $14,000 | +7.7% | 30 | 0.0% | 0.01% | 0.0% | |
NVO | NOVO-NORDISK A Sadr | $14,000 | 0.0% | 205 | 0.0% | 0.01% | 0.0% | |
QQQJ | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $13,000 | +8.3% | 400 | 0.0% | 0.01% | 0.0% | |
VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $14,000 | – | 263 | +8666.7% | 0.01% | – |
UNP | Sell | UNION PAC CORP | $13,000 | -23.5% | 60 | -25.9% | 0.01% | -28.6% |
EL | LAUDER ESTEE COS INCcl a | $15,000 | +15.4% | 50 | 0.0% | 0.01% | 0.0% | |
UNH | Sell | UNITEDHEALTH GROUP INC | $15,000 | -28.6% | 40 | -34.4% | 0.01% | -37.5% |
UTL | UNITIL CORP | $13,000 | +8.3% | 280 | 0.0% | 0.01% | 0.0% | |
PSX | PHILLIPS 66 | $13,000 | +18.2% | 157 | 0.0% | 0.01% | +25.0% | |
CLSK | Sell | CLEANSPARK INC | $15,000 | -40.0% | 621 | -26.9% | 0.01% | -50.0% |
AOA | Buy | ISHARES TRaggres alloc etf | $14,000 | +27.3% | 210 | +18.0% | 0.01% | +25.0% |
PEP | Buy | PEPSICO INC | $15,000 | +87.5% | 107 | +87.7% | 0.01% | +66.7% |
CHPT | New | CHARGEPOINT HOLDINGS INC | $13,000 | – | 500 | +100.0% | 0.01% | – |
VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $15,000 | – | 70 | +3400.0% | 0.01% | – |
MAS | MASCO CORP | $15,000 | +7.1% | 250 | 0.0% | 0.01% | 0.0% | |
TLRY | Sell | TILRAY INC | $15,000 | +66.7% | 680 | -38.3% | 0.01% | +66.7% |
KSU | KANSAS CITY SOUTHERN | $13,000 | +30.0% | 50 | 0.0% | 0.01% | +25.0% | |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $14,000 | – | 107 | +3466.7% | 0.01% | – |
W | WAYFAIR INCcl a | $14,000 | +40.0% | 45 | 0.0% | 0.01% | +25.0% | |
ARKQ | Buy | ARK ETF TRautnmus technlgy | $14,000 | +27.3% | 164 | +18.0% | 0.01% | +25.0% |
AVGO | Buy | BROADCOM INC | $14,000 | +250.0% | 30 | +200.0% | 0.01% | +150.0% |
AMAT | APPLIED MATLS INC | $13,000 | +44.4% | 100 | 0.0% | 0.01% | +66.7% | |
UTF | COHEN &STEERS INFRASTRUCTUR | $11,000 | +10.0% | 388 | 0.0% | 0.00% | 0.0% | |
JBLU | JETBLUE AWYS CORP | $10,000 | +42.9% | 498 | 0.0% | 0.00% | +33.3% | |
ARKF | ARK ETF TRfintech innova | $11,000 | +10.0% | 206 | 0.0% | 0.00% | 0.0% | |
CMS | CMS ENERGY CORP | $11,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% | |
ARKW | ARK ETF TRnext gnrtn inter | $10,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
LVS | New | LAS VEGAS SANDS CORP | $10,000 | – | 163 | +100.0% | 0.00% | – |
AOK | Buy | ISHARES TRconser alloc etf | $12,000 | +71.4% | 315 | +71.2% | 0.00% | +33.3% |
AMC | New | AMC ENTMT HLDGS INC | $11,000 | – | 1,034 | +100.0% | 0.00% | – |
IEO | New | ISHARES TRus oil gs ex etf | $10,000 | – | 197 | +100.0% | 0.00% | – |
VAC | MARRIOTT VACTINS WORLDWID CO | $12,000 | +33.3% | 67 | 0.0% | 0.00% | +33.3% | |
BIIB | Sell | BIOGEN INC | $11,000 | 0.0% | 40 | -7.0% | 0.00% | 0.0% |
MAXR | MAXAR TECHNOLOGIES INC | $11,000 | 0.0% | 284 | 0.0% | 0.00% | 0.0% | |
MLCO | MELCO RESORTS AND ENTMNT LTDadr | $10,000 | +11.1% | 500 | 0.0% | 0.00% | +33.3% | |
AVA | AVISTA CORP | $11,000 | +22.2% | 225 | 0.0% | 0.00% | +33.3% | |
ETH | ETHAN ALLEN INTERIORS INC | $12,000 | +50.0% | 417 | 0.0% | 0.00% | +33.3% | |
SPSM | Sell | SPDR SER TRportfolio s&p600 | $12,000 | +9.1% | 290 | -3.0% | 0.00% | 0.0% |
ARKK | Buy | ARK ETF TRinnovation etf | $11,000 | +10.0% | 89 | +12.7% | 0.00% | 0.0% |
IQI | INVESCO QUALITY MUN INCOME T | $10,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
KBE | New | SPDR SER TRs&p bk etf | $10,000 | – | 187 | +100.0% | 0.00% | – |
ISRG | INTUITIVE SURGICAL INC | $11,000 | -8.3% | 15 | 0.0% | 0.00% | -20.0% | |
PNC | PNC FINL SVCS GROUP INC | $12,000 | +20.0% | 70 | 0.0% | 0.00% | 0.0% | |
ROST | ROSS STORES INC | $10,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
CNK | CINEMARK HLDGS INC | $10,000 | +11.1% | 500 | 0.0% | 0.00% | +33.3% | |
CVS | CVS HEALTH CORP | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% | |
ARKG | Buy | ARK ETF TRgenomic rev etf | $9,000 | -10.0% | 107 | +4.9% | 0.00% | -25.0% |
YOLO | ADVISORSHARES TRpure cannabis | $7,000 | +40.0% | 300 | 0.0% | 0.00% | +50.0% | |
PLAN | Sell | ANAPLAN INC | $9,000 | -43.8% | 165 | -25.0% | 0.00% | -50.0% |
BYND | New | BEYOND MEAT INC | $7,000 | – | 50 | +100.0% | 0.00% | – |
BDJ | BLACKROCK ENHANCED EQUITY DI | $7,000 | +16.7% | 750 | 0.0% | 0.00% | +50.0% | |
CBRE | CBRE GROUP INCcl a | $8,000 | +33.3% | 100 | 0.0% | 0.00% | +50.0% | |
CRH | CRH PLCadr | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
CFG | CITIZENS FINANCIAL GROUP INC | $9,000 | +28.6% | 200 | 0.0% | 0.00% | 0.0% | |
FRGI | FIESTA RESTAURANT GROUP INC | $8,000 | +14.3% | 600 | 0.0% | 0.00% | 0.0% | |
GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $9,000 | -99.5% | 238 | -99.5% | 0.00% | -99.6% |
HTGC | HERCULES CAPITAL INC | $9,000 | +12.5% | 562 | 0.0% | 0.00% | 0.0% | |
HES | HESS CORP | $7,000 | +40.0% | 100 | 0.0% | 0.00% | +50.0% | |
MTUM | Buy | ISHARES TRmsci usa mmentm | $9,000 | – | 53 | +5200.0% | 0.00% | – |
NUAN | NUANCE COMMUNICATIONS INC | $8,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
OXY | Sell | OCCIDENTAL PETE CORP | $9,000 | +28.6% | 330 | -23.4% | 0.00% | 0.0% |
PLUG | Buy | PLUG POWER INC | $9,000 | +12.5% | 250 | +11.1% | 0.00% | 0.0% |
SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $8,000 | – | 172 | +100.0% | 0.00% | – |
JNK | SPDR SER TRbloomberg brclys | $8,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
SYY | SYSCO CORP | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% | |
VEEV | VEEVA SYS INC | $7,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $9,000 | – | 33 | +3200.0% | 0.00% | – |
NFJ | New | VIRTUS DIVIDEND INTEREST &P | $7,000 | – | 537 | +100.0% | 0.00% | – |
SPOT | SPOTIFY TECHNOLOGY S A | $9,000 | -10.0% | 33 | 0.0% | 0.00% | -25.0% | |
ATNX | ATHENEX INC | $5,000 | -58.3% | 1,080 | 0.0% | 0.00% | -60.0% | |
BXMT | BLACKSTONE MTG TR INC | $5,000 | +25.0% | 145 | 0.0% | 0.00% | 0.0% | |
NEM | NEWMONT CORP | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
SPCE | VIRGIN GALACTIC HOLDINGS INC | $5,000 | +25.0% | 150 | 0.0% | 0.00% | 0.0% | |
CLNY | COLONY CAP INC NEW | $6,000 | +20.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
SIRI | SIRIUS XM HOLDINGS INC | $5,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
OKTA | New | OKTA INCcl a | $6,000 | – | 25 | +100.0% | 0.00% | – |
SNAP | New | SNAP INCcl a | $5,000 | – | 100 | +100.0% | 0.00% | – |
RA | BROOKFIELD REAL ASSETS INCOM | $5,000 | +25.0% | 235 | 0.0% | 0.00% | 0.0% | |
VNQ | VANGUARD INDEX FDSreal estate etf | $6,000 | +20.0% | 64 | 0.0% | 0.00% | 0.0% | |
AAL | AMERICAN AIRLS GROUP INC | $6,000 | +50.0% | 245 | 0.0% | 0.00% | 0.0% | |
WFC | WELLS FARGO CO NEW | $6,000 | +20.0% | 151 | 0.0% | 0.00% | 0.0% | |
RJF | RAYMOND JAMES FINL INC | $6,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% | |
FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $6,000 | +500.0% | 39 | +680.0% | 0.00% | – |
FOXA | FOX CORP | $5,000 | +25.0% | 130 | 0.0% | 0.00% | 0.0% | |
GEVO | New | GEVO INC | $5,000 | – | 500 | +100.0% | 0.00% | – |
MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $5,000 | – | 100 | +100.0% | 0.00% | – |
GILD | GILEAD SCIENCES INC | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
INO | INOVIO PHARMACEUTICALS INC | $5,000 | 0.0% | 550 | 0.0% | 0.00% | 0.0% | |
TAST | CARROLS RESTAURANT GROUP INC | $6,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
REM | ISHARES TRmortge rel etf | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
RYJ | INVESCO EXCHANGE TRADED FD Trymnd jms sb 1 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
CARR | CARRIER GLOBAL CORPORATION | $6,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
INDA | New | ISHARES TRmsci india etf | $5,000 | – | 118 | +100.0% | 0.00% | – |
MGNI | New | MAGNITE INC | $5,000 | – | 125 | +100.0% | 0.00% | – |
BLD | TOPBUILD CORP | $6,000 | +20.0% | 27 | 0.0% | 0.00% | 0.0% | |
REZ | ISHARES TRresidential mult | $6,000 | +20.0% | 80 | 0.0% | 0.00% | 0.0% | |
TXRH | TEXAS ROADHOUSE INC | $3,000 | +50.0% | 30 | 0.0% | 0.00% | 0.0% | |
ITA | Sell | ISHARES TRus aer def etf | $2,000 | 0.0% | 20 | -16.7% | 0.00% | 0.0% |
SHYG | ISHARES TR0-5yr hi yl cp | $4,000 | +33.3% | 77 | 0.0% | 0.00% | 0.0% | |
PBCT | PEOPLES UNITED FINANCIAL INC | $3,000 | +50.0% | 150 | 0.0% | 0.00% | 0.0% | |
PFLT | PENNANTPARK FLOATING RATE CA | $2,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% | |
PTON | Sell | PELOTON INTERACTIVE INC | $2,000 | -60.0% | 21 | -32.3% | 0.00% | -50.0% |
PACB | New | PACIFIC BIOSCIENCES CALIF IN | $4,000 | – | 135 | +100.0% | 0.00% | – |
NOK | New | NOKIA CORPsponsored adr | $2,000 | – | 500 | +100.0% | 0.00% | – |
ROKT | SPDR SER TRs&p kensho final | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
NKLA | NIKOLA CORP | $2,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
NWSA | NEWS CORP NEWcl a | $2,000 | +100.0% | 60 | 0.0% | 0.00% | – | |
SABR | New | SABRE CORP | $4,000 | – | 300 | +100.0% | 0.00% | – |
SLB | Sell | SCHLUMBERGER LTD | $4,000 | -20.0% | 150 | -34.2% | 0.00% | -50.0% |
SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
SCHV | SCHWAB STRATEGIC TRus lcap va etf | $2,000 | +100.0% | 25 | 0.0% | 0.00% | – | |
NYC | NEW YORK CITY REIT INC | $3,000 | +50.0% | 300 | 0.0% | 0.00% | 0.0% | |
NBSE | NEUBASE THERAPEUTICS INC | $2,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
MET | METLIFE INC | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
MAIN | MAIN STR CAP CORP | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
MP | New | MP MATERIALS CORP | $3,000 | – | 70 | +100.0% | 0.00% | – |
LUMN | New | LUMEN TECHNOLOGIES INC | $2,000 | – | 116 | +100.0% | 0.00% | – |
XLC | SELECT SECTOR SPDR TR | $4,000 | 0.0% | 60 | 0.0% | 0.00% | -50.0% | |
TSLX | SIXTH STREET SPECIALTY LENDN | $2,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
KSS | KOHLS CORP | $4,000 | +33.3% | 75 | 0.0% | 0.00% | 0.0% | |
OLD | JANUS DETROIT STR TRlong term care | $2,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
SAVE | SPIRIT AIRLS INC | $4,000 | +33.3% | 105 | 0.0% | 0.00% | 0.0% | |
SPLK | Buy | SPLUNK INC | $3,000 | +200.0% | 25 | +400.0% | 0.00% | – |
SYF | New | SYNCHRONY FINANCIAL | $2,000 | – | 61 | +100.0% | 0.00% | – |
IDRV | New | ISHARES TRself drivng ev | $2,000 | – | 53 | +100.0% | 0.00% | – |
SCZ | Sell | ISHARES TReafe sml cp etf | $3,000 | 0.0% | 42 | -4.5% | 0.00% | 0.0% |
IBB | Sell | ISHARES TRnasdaq biotech | $4,000 | -33.3% | 25 | -32.4% | 0.00% | -50.0% |
EMHY | ISHARES INCjp mrgn em hi bd | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
IONS | IONIS PHARMACEUTICALS INC | $4,000 | -20.0% | 80 | 0.0% | 0.00% | -50.0% | |
UA | Sell | UNDER ARMOUR INCcl c | $3,000 | -25.0% | 150 | -40.0% | 0.00% | -50.0% |
PCY | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $3,000 | -25.0% | 126 | 0.0% | 0.00% | -50.0% | |
VVR | INVESCO SR INCOME TR | $4,000 | 0.0% | 1,000 | 0.0% | 0.00% | -50.0% | |
USM | UNITED STATES CELLULAR CORP | $3,000 | +50.0% | 80 | 0.0% | 0.00% | 0.0% | |
IHG | INTERCONTINENTAL HOTELS GROUsponsored ads | $3,000 | +50.0% | 37 | 0.0% | 0.00% | 0.0% | |
HYEM | VANECK VECTORS ETF TRemerging mkts hi | $4,000 | 0.0% | 150 | 0.0% | 0.00% | -50.0% | |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,000 | -33.3% | 14 | -22.2% | 0.00% | 0.0% |
HAIN | HAIN CELESTIAL GROUP INC | $3,000 | +50.0% | 60 | 0.0% | 0.00% | 0.0% | |
GDDY | Sell | GODADDY INCcl a | $4,000 | -20.0% | 51 | -20.3% | 0.00% | -50.0% |
PAVE | New | GLOBAL X FDSus infr dev etf | $2,000 | – | 75 | +100.0% | 0.00% | – |
GE | Sell | GENERAL ELECTRIC CO | $4,000 | -20.0% | 300 | -37.8% | 0.00% | -50.0% |
GAB | GABELLI EQUITY TR INC | $3,000 | 0.0% | 429 | 0.0% | 0.00% | 0.0% | |
FOX | FOX CORP | $2,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
FSR | FISKER INC | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
FEYE | FIREEYE INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
ETW | EATON VANCE TAX-MANAGED GLOB | $2,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
KODK | EASTMAN KODAK CO | $3,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
DELL | Sell | DELL TECHNOLOGIES INCcl c | $4,000 | -60.0% | 45 | -68.5% | 0.00% | -75.0% |
DRI | DARDEN RESTAURANTS INC | $3,000 | +50.0% | 20 | 0.0% | 0.00% | 0.0% | |
CLOV | New | CLOVER HEALTH INVESTMENTS CO | $3,000 | – | 350 | +100.0% | 0.00% | – |
VRSN | VERISIGN INC | $4,000 | 0.0% | 20 | 0.0% | 0.00% | -50.0% | |
CCIV | New | CHURCHILL CAPITAL CORP IVcl a | $2,000 | – | 100 | +100.0% | 0.00% | – |
VTRS | Sell | VIATRIS INC | $2,000 | -98.4% | 123 | -98.1% | 0.00% | -97.9% |
VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $4,000 | 0.0% | 192 | -19.3% | 0.00% | -50.0% |
CRNC | CERENCE INC | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
CHRW | C H ROBINSON WORLDWIDE INC | $4,000 | 0.0% | 45 | 0.0% | 0.00% | -50.0% | |
BNGO | New | BIONANO GENOMICS INC | $2,000 | – | 275 | +100.0% | 0.00% | – |
WH | WYNDHAM HOTELS &RESORTS INC | $2,000 | +100.0% | 24 | 0.0% | 0.00% | – | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
ACB | New | AURORA CANNABIS INC | $3,000 | – | 350 | +100.0% | 0.00% | – |
QS | New | QUANTUMSCAPE CORP | $2,000 | – | 50 | +100.0% | 0.00% | – |
CLIX | PROSHARES TRlong online shrt | $3,000 | -25.0% | 40 | 0.0% | 0.00% | -50.0% | |
RKT | ROCKET COS INC | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
ROKU | ROKU INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
IXJ | Exit | ISHARES TRglob hlthcre etf | $0 | – | -11 | -100.0% | 0.00% | – |
AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -5 | -100.0% | 0.00% | – |
CUZ | COUSINS PPTYS INC | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
RMO | New | ROMEO POWER INC | $0 | – | 47 | +100.0% | 0.00% | – |
MBB | ISHARES TRmbs etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
TNL | New | TRAVEL PLUS LEISURE CO | $1,000 | – | 24 | +100.0% | 0.00% | – |
WYND | Exit | WYNDHAM DESTINATIONS INC | $0 | – | -24 | -100.0% | 0.00% | – |
PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $1,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
IEF | ISHARES TRbarclays 7 10 yr | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
TIP | ISHARES TRtips bd etf | $0 | – | 3 | 0.0% | 0.00% | – | |
USA | LIBERTY ALL STAR EQUITY FDsh ben int | $0 | – | 35 | 0.0% | 0.00% | – | |
WELL | Exit | WELLTOWER INC | $0 | – | -16 | -100.0% | 0.00% | – |
SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -4 | -100.0% | 0.00% | – |
CLFD | New | CLEARFIELD INC | $1,000 | – | 40 | +100.0% | 0.00% | – |
BBEU | J P MORGAN EXCHANGE-TRADED Fbetbuld europe | $0 | – | 17 | 0.0% | 0.00% | – | |
LE | Exit | LANDS END INC NEW | $0 | – | -3 | -100.0% | 0.00% | – |
LPCN | New | LIPOCINE INC NEW | $1,000 | – | 500 | +100.0% | 0.00% | – |
CC | CHEMOURS CO | $0 | – | 13 | 0.0% | 0.00% | – | |
EA | Exit | ELECTRONIC ARTS INC | $0 | – | -6 | -100.0% | 0.00% | – |
FCPT | FOUR CORNERS PPTY TR INC | $0 | – | 1 | 0.0% | 0.00% | – | |
CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -1 | -100.0% | 0.00% | – |
CSTL | New | CASTLE BIOSCIENCES INC | $0 | – | 5 | +100.0% | 0.00% | – |
WBA | WALGREENS BOOTS ALLIANCE INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
MTNB | New | MATINAS BIOPHARMA HLDGS INC | $1,000 | – | 650 | +100.0% | 0.00% | – |
NWS | NEWS CORP NEWcl b | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
CCD | CALAMOS DYNAMIC CONV &INCOM | $0 | – | 5 | 0.0% | 0.00% | – | |
DSL | DOUBLELINE INCOME SOLUTIONS | $0 | – | 3 | 0.0% | 0.00% | – | |
DISH | New | DISH NETWORK CORPORATIONcl a | $1,000 | – | 40 | +100.0% | 0.00% | – |
NOVN | New | NOVAN INC | $1,000 | – | 650 | +100.0% | 0.00% | – |
SLYV | SPDR SER TRs&p 600 smcp val | $0 | – | 6 | 0.0% | 0.00% | – | |
BTZ | BLACKROCK CR ALLOCATION INCO | $0 | – | 3 | 0.0% | 0.00% | – | |
BOE | BLACKROCK ENHANCED GLOBAL DI | $0 | – | 5 | 0.0% | 0.00% | – | |
WKHS | Sell | WORKHORSE GROUP INC | $0 | -100.0% | 9 | -99.7% | 0.00% | -100.0% |
SDC | Exit | SMILEDIRECTCLUB INC | $0 | – | -50 | -100.0% | 0.00% | – |
WRAP | Buy | WRAP TECHNOLOGIES INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
RIOT | New | RIOT BLOCKCHAIN INC | $0 | – | 8 | +100.0% | 0.00% | – |
BK | BANK NEW YORK MELLON CORP | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
XL | XL FLEET CORP | $0 | -100.0% | 50 | 0.0% | 0.00% | – | |
XENE | XENON PHARMACEUTICALS INC | $0 | – | 20 | 0.0% | 0.00% | – | |
PRSP | PERSPECTA INC | $0 | – | 8 | 0.0% | 0.00% | – | |
SRS | PROSHARES TRultsht real est | $0 | – | 5 | 0.0% | 0.00% | – | |
PJT | PJT PARTNERS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
SLYG | SPDR SER TRs&p 600 smcp grw | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
DBX | DROPBOX INCcl a | $0 | – | 10 | 0.0% | 0.00% | – | |
PSFE | New | PAYSAFE LIMITEDord | $1,000 | – | 100 | +100.0% | 0.00% | – |
KGC | New | KINROSS GOLD CORP | $0 | – | 50 | +100.0% | 0.00% | – |
AIM | New | AIM IMMUNOTECH INC | $1,000 | – | 600 | +100.0% | 0.00% | – |
TUFN | New | TUFIN SOFTWARE TECHNOLOGIE | $1,000 | – | 100 | +100.0% | 0.00% | – |
ARKX | New | ARK ETF TRark space expl | $0 | – | 10 | +100.0% | 0.00% | – |
BBJP | J P MORGAN EXCHANGE-TRADED Fbetbuld japan | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
GEO | GEO GROUP INC NEW | $0 | – | 6 | 0.0% | 0.00% | – | |
FDX | Exit | FEDEX CORP | $0 | – | -4 | -100.0% | 0.00% | – |
SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -10 | -100.0% | 0.00% | – |
GNUS | GENIUS BRANDS INTL INC | $0 | – | 100 | 0.0% | 0.00% | – | |
IYT | Exit | ISHARES TRtrans avg etf | $0 | – | -4 | -100.0% | 0.00% | – |
BBCA | J P MORGAN EXCHANGE-TRADED Fbetabuldrs cda | $0 | – | 16 | 0.0% | 0.00% | – | |
PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -22 | -100.0% | 0.00% | – |
LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -116 | -100.0% | 0.00% | – |
GNLN | New | GREENLANE HLDGS INCcl a | $0 | – | 50 | +100.0% | 0.00% | – |
RWR | Exit | SPDR SER TRdj reit etf | $0 | – | -12 | -100.0% | 0.00% | – |
HA | HAWAIIAN HOLDINGS INC | $0 | – | 15 | 0.0% | 0.00% | – | |
MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -10 | -100.0% | 0.00% | – |
MINC | Exit | ADVISORSHARES TRnewflt mulsinc | $0 | – | -21 | -100.0% | 0.00% | – |
VMW | Exit | VMWARE INC | $0 | – | -8 | -100.0% | 0.00% | – |
WAB | Exit | WABTEC | $0 | – | -3 | -100.0% | 0.00% | – |
IMRN | IMMURON LTDsponsored adr | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
HYLB | Sell | DBX ETF TRxtrack usd high | $0 | -100.0% | 8 | -74.2% | 0.00% | -100.0% |
EAGG | New | ISHARES TResg awr us agrgt | $0 | – | 1 | +100.0% | 0.00% | – |
BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -1 | -100.0% | -0.00% | – |
REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -5 | -100.0% | -0.00% | – |
JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -31 | -100.0% | -0.00% | – |
SKYY | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -17 | -100.0% | -0.00% | – |
NOW | Exit | SERVICENOW INC | $0 | – | -5 | -100.0% | -0.00% | – |
HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -15 | -100.0% | -0.00% | – |
K | Exit | KELLOGG CO | $0 | – | -34 | -100.0% | -0.00% | – |
ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -19 | -100.0% | -0.00% | – |
DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -6 | -100.0% | -0.00% | – |
HYLS | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $0 | – | -36 | -100.0% | -0.00% | – |
LIN | Exit | LINDE PLC | $0 | – | -8 | -100.0% | -0.00% | – |
OSTK | Exit | OVERSTOCK COM INC DEL | $0 | – | -60 | -100.0% | -0.00% | – |
NFLT | Exit | ETFIS SER TR Ivirtus newfleet | $0 | – | -136 | -100.0% | -0.00% | – |
XRT | Exit | SPDR SER TRs&p retail etf | $0 | – | -25 | -100.0% | -0.00% | – |
TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -17 | -100.0% | -0.00% | – |
SRNE | Exit | SORRENTO THERAPEUTICS INC | $0 | – | -250 | -100.0% | -0.00% | – |
BLHY | Exit | VIRTUS ETF TR IIvirtus dynmc etf | $0 | – | -88 | -100.0% | -0.00% | – |
BLK | Exit | BLACKROCK INC | $0 | – | -4 | -100.0% | -0.00% | – |
KRE | Exit | SPDR SER TRs&p regl bkg | $0 | – | -33 | -100.0% | -0.00% | – |
OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -75 | -100.0% | -0.00% | – |
TXN | Exit | TEXAS INSTRS INC | $0 | – | -23 | -100.0% | -0.00% | – |
TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -12 | -100.0% | -0.00% | – |
ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -9 | -100.0% | -0.00% | – |
INTU | Exit | INTUIT | $0 | – | -10 | -100.0% | -0.00% | – |
MDT | Exit | MEDTRONIC PLC | $0 | – | -38 | -100.0% | -0.00% | – |
EQIX | Exit | EQUINIX INC | $0 | – | -5 | -100.0% | -0.00% | – |
HAL | Exit | HALLIBURTON CO | $0 | – | -200 | -100.0% | -0.00% | – |
DHR | Exit | DANAHER CORPORATION | $0 | – | -26 | -100.0% | -0.00% | – |
AN | Exit | AUTONATION INC | $0 | – | -128 | -100.0% | -0.00% | – |
RDN | Exit | RADIAN GROUP INC | $0 | – | -400 | -100.0% | -0.00% | – |
NVAX | Exit | NOVAVAX INC | $0 | – | -84 | -100.0% | -0.00% | – |
XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -84 | -100.0% | -0.00% | – |
ET | Exit | ENERGY TRANSFER LP | $0 | – | -1,243 | -100.0% | -0.00% | – |
BCX | Exit | BLACKROCK RES &COMMODITIES | $0 | – | -1,539 | -100.0% | -0.00% | – |
CDK | Exit | CDK GLOBAL INC | $0 | – | -270 | -100.0% | -0.01% | – |
FXH | Exit | FIRST TR EXCHANGE TRADED FDhlth care alph | $0 | – | -137 | -100.0% | -0.01% | – |
PHG | Exit | KONINKLIJKE PHILIPS N Vny reg sh new | $0 | – | -300 | -100.0% | -0.01% | – |
PPA | Exit | INVESCO EXCHANGE TRADED FD Taerospace defn | $0 | – | -300 | -100.0% | -0.01% | – |
FXL | Exit | FIRST TR EXCHANGE TRADED FDtech alphadex | $0 | – | -205 | -100.0% | -0.01% | – |
NFJ | Exit | ALLIANZGI DIVIDEND INT &PRM | $0 | – | -2,230 | -100.0% | -0.01% | – |
XSD | Exit | SPDR SER TRs&p semicndctr | $0 | – | -200 | -100.0% | -0.01% | – |
QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -300 | -100.0% | -0.01% | – |
ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -821 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
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.