$332 Million is the total value of Global Wealth Management Investment Advisory, Inc.'s 476 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 20.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $11,074,000 | +16.1% | 98,776 | +7.0% | 3.33% | +10.3% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $10,240,000 | +2.5% | 59,072 | -9.7% | 3.08% | -2.5% |
| AAPL | Sell | APPLE INC | $10,094,000 | +21.8% | 56,847 | -2.9% | 3.04% | +15.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $9,493,000 | +16.7% | 19,902 | +5.4% | 2.86% | +11.0% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $9,438,000 | -4.4% | 178,612 | -3.5% | 2.84% | -9.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $9,431,000 | +8.6% | 126,357 | +8.0% | 2.84% | +3.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $7,859,000 | +11.6% | 68,891 | +12.4% | 2.36% | +6.1% |
| IWX | Sell | ISHARES TRrus tp200 vl etf | $7,453,000 | -3.3% | 106,367 | -9.4% | 2.24% | -8.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $7,340,000 | -0.9% | 122,619 | +2.2% | 2.21% | -5.8% |
| USIG | Sell | ISHARES TRusd inv grde etf | $7,329,000 | -8.5% | 122,676 | -7.9% | 2.20% | -13.0% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $7,239,000 | +10.5% | 83,198 | +11.1% | 2.18% | +5.1% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $6,689,000 | +9.7% | 131,037 | +11.0% | 2.01% | +4.2% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $6,208,000 | +2.9% | 112,548 | +6.2% | 1.87% | -2.2% |
| MSFT | Buy | MICROSOFT CORP | $6,204,000 | +23.3% | 18,446 | +3.4% | 1.87% | +17.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,966,000 | +16.8% | 14,995 | +5.1% | 1.80% | +11.1% |
| BAC | Buy | BK OF AMERICA CORP | $5,350,000 | +5.1% | 120,258 | +0.3% | 1.61% | -0.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $5,285,000 | +15.6% | 18,670 | +7.4% | 1.59% | +9.9% |
| JPM | Buy | JPMORGAN CHASE &CO | $4,930,000 | -1.6% | 31,136 | +1.8% | 1.48% | -6.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,828,000 | +6.9% | 15,045 | -3.3% | 1.45% | +1.6% |
| CVX | Buy | CHEVRON CORP NEW | $4,429,000 | +18.1% | 37,738 | +2.1% | 1.33% | +12.2% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $4,269,000 | +6.0% | 29,021 | -2.5% | 1.28% | +0.7% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $4,168,000 | +0.8% | 34,060 | -6.7% | 1.25% | -4.2% |
| HD | Sell | HOME DEPOT INC | $4,072,000 | +24.8% | 9,811 | -1.3% | 1.22% | +18.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,922,000 | +10.6% | 34,247 | +5.5% | 1.18% | +5.2% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $3,730,000 | -8.5% | 56,117 | -7.0% | 1.12% | -13.0% |
| QCOM | Buy | QUALCOMM INC | $3,693,000 | +47.4% | 20,195 | +3.9% | 1.11% | +40.1% |
| NEE | Buy | NEXTERA ENERGY INC | $3,615,000 | +32.0% | 38,723 | +11.1% | 1.09% | +25.5% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $3,603,000 | -0.9% | 70,573 | -2.0% | 1.08% | -5.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,517,000 | +2.1% | 67,690 | +6.2% | 1.06% | -2.9% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $3,458,000 | -8.2% | 56,841 | -7.3% | 1.04% | -12.7% |
| DOW | Buy | DOW INC | $3,451,000 | +4.6% | 60,835 | +6.2% | 1.04% | -0.6% |
| CVS | Buy | CVS HEALTH CORP | $3,452,000 | +24.9% | 33,461 | +2.8% | 1.04% | +18.8% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $3,402,000 | +11.0% | 54,099 | +10.4% | 1.02% | +5.5% |
| XOM | Buy | EXXON MOBIL CORP | $3,341,000 | +25.4% | 54,598 | +20.5% | 1.00% | +19.2% |
| EFV | Sell | ISHARES TReafe value etf | $3,152,000 | -8.0% | 62,555 | -7.2% | 0.95% | -12.5% |
| EFG | Sell | ISHARES TReafe grwth etf | $3,060,000 | +0.0% | 27,745 | -3.4% | 0.92% | -4.9% |
| CSCO | Buy | CISCO SYS INC | $3,041,000 | +22.2% | 47,985 | +5.0% | 0.92% | +16.3% |
| T | Buy | AT&T INC | $3,035,000 | -5.8% | 123,358 | +3.4% | 0.91% | -10.5% |
| C | Buy | CITIGROUP INC | $3,019,000 | -9.9% | 49,984 | +4.7% | 0.91% | -14.3% |
| SO | Buy | SOUTHERN CO | $3,005,000 | +15.5% | 43,824 | +4.4% | 0.90% | +9.8% |
| BP | Buy | BP PLCsponsored adr | $2,963,000 | -0.3% | 111,250 | +2.3% | 0.89% | -5.3% |
| R | Buy | RYDER SYS INC | $2,898,000 | +2.8% | 35,155 | +3.1% | 0.87% | -2.2% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $2,787,000 | +18.6% | 67,674 | +2.5% | 0.84% | +12.8% |
| NVDA | Sell | NVIDIA CORPORATION | $2,770,000 | -8.8% | 9,417 | -35.7% | 0.83% | -13.3% |
| KO | Buy | COCA COLA CO | $2,725,000 | +16.3% | 46,030 | +3.1% | 0.82% | +10.7% |
| PFE | Buy | PFIZER INC | $2,682,000 | +38.8% | 45,417 | +1.1% | 0.81% | +32.1% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $2,658,000 | +10.0% | 24,642 | -3.5% | 0.80% | +4.6% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $2,609,000 | -2.1% | 32,279 | -0.8% | 0.78% | -6.9% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $2,592,000 | +3.5% | 28,107 | +5.3% | 0.78% | -1.5% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,535,000 | +11.8% | 24,165 | +4.0% | 0.76% | +6.3% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,353,000 | +20.1% | 10,979 | +2.0% | 0.71% | +14.2% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $2,299,000 | -6.5% | 25,601 | -8.0% | 0.69% | -11.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,192,000 | +15.9% | 13,399 | -1.0% | 0.66% | +10.0% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $2,177,000 | +15.5% | 32,207 | +2.5% | 0.66% | +9.9% |
| JNJ | Sell | JOHNSON &JOHNSON | $2,174,000 | +4.7% | 12,711 | -1.1% | 0.65% | -0.5% |
| VIAC | Buy | VIACOMCBS INCcl b | $2,091,000 | -17.5% | 69,285 | +8.0% | 0.63% | -21.6% |
| WMT | Buy | WALMART INC | $2,014,000 | +7.2% | 13,918 | +3.3% | 0.61% | +2.0% |
| VTR | Buy | VENTAS INC | $1,995,000 | -1.5% | 39,021 | +6.3% | 0.60% | -6.4% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $1,955,000 | +0.1% | 33,554 | +3.1% | 0.59% | -4.9% |
| TGT | Sell | TARGET CORP | $1,947,000 | -6.3% | 8,413 | -7.4% | 0.59% | -10.9% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,929,000 | +12.8% | 13,495 | +4.5% | 0.58% | +7.2% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,927,000 | +11.5% | 31,827 | +3.8% | 0.58% | +6.0% |
| D | Buy | DOMINION ENERGY INC | $1,915,000 | +12.4% | 24,379 | +4.5% | 0.58% | +6.9% |
| CRM | Buy | SALESFORCE COM INC | $1,800,000 | +0.7% | 7,083 | +7.4% | 0.54% | -4.4% |
| HON | Buy | HONEYWELL INTL INC | $1,744,000 | +2.5% | 8,362 | +4.3% | 0.52% | -2.6% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,705,000 | +0.9% | 7,543 | -2.3% | 0.51% | -3.9% |
| VGLT | Sell | VANGUARD SCOTTSDALE FDSlong term treas | $1,584,000 | -5.6% | 17,710 | -7.4% | 0.48% | -10.4% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $1,550,000 | -7.2% | 13,453 | -9.8% | 0.47% | -11.9% |
| TSLA | Buy | TESLA INC | $1,533,000 | +48.4% | 1,450 | +8.9% | 0.46% | +41.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,485,000 | +37.9% | 2,616 | +9.1% | 0.45% | +31.1% |
| AMZN | Sell | AMAZON COM INC | $1,447,000 | -8.1% | 434 | -9.4% | 0.44% | -12.7% |
| FB | Sell | META PLATFORMS INCcl a | $1,295,000 | -5.9% | 3,851 | -5.0% | 0.39% | -10.3% |
| DIS | Buy | DISNEY WALT CO | $1,239,000 | -1.6% | 8,001 | +7.5% | 0.37% | -6.3% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $1,226,000 | +14.4% | 13,214 | +16.4% | 0.37% | +8.8% |
| ABBV | Buy | ABBVIE INC | $1,129,000 | +32.0% | 8,340 | +5.2% | 0.34% | +25.5% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,097,000 | -2.8% | 22,170 | -1.8% | 0.33% | -7.6% |
| MUB | ISHARES TRnational mun etf | $1,096,000 | +0.1% | 9,424 | 0.0% | 0.33% | -4.9% | |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,089,000 | +19.4% | 1,956 | +2.7% | 0.33% | +13.5% |
| UBER | Buy | UBER TECHNOLOGIES INC | $1,091,000 | +72.1% | 26,018 | +84.0% | 0.33% | +63.2% |
| NKE | Sell | NIKE INCcl b | $1,067,000 | +13.5% | 6,400 | -1.1% | 0.32% | +8.1% |
| TTD | Buy | THE TRADE DESK INC | $1,056,000 | +140.5% | 11,522 | +84.4% | 0.32% | +128.8% |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $1,051,000 | -1.4% | 10,216 | -1.9% | 0.32% | -6.2% |
| CI | Buy | CIGNA CORP NEW | $1,041,000 | +189.2% | 4,532 | +151.9% | 0.31% | +174.6% |
| LEN | Buy | LENNAR CORPcl a | $1,023,000 | +38.1% | 8,805 | +11.3% | 0.31% | +31.6% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,020,000 | +41.5% | 4,064 | +18.7% | 0.31% | +34.6% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $1,010,000 | -2.9% | 11,524 | -0.9% | 0.30% | -7.6% |
| SQ | Sell | BLOCK INCcl a | $955,000 | -41.7% | 5,911 | -13.5% | 0.29% | -44.7% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $928,000 | +11.9% | 10,784 | +11.8% | 0.28% | +6.5% |
| PKG | Buy | PACKAGING CORP AMER | $839,000 | +9.8% | 6,164 | +10.9% | 0.25% | +4.1% |
| TMUS | Buy | T-MOBILE US INC | $827,000 | +13.1% | 7,131 | +24.6% | 0.25% | +7.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $788,000 | -5.4% | 4,179 | +30.6% | 0.24% | -10.2% |
| AMGN | Buy | AMGEN INC | $780,000 | +33.6% | 3,468 | +26.2% | 0.24% | +27.0% |
| CELH | Sell | CELSIUS HLDGS INC | $738,000 | -86.3% | 9,895 | -83.4% | 0.22% | -86.9% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $727,000 | +20.2% | 4,397 | +7.7% | 0.22% | +14.7% |
| NFLX | Sell | NETFLIX INC | $695,000 | -13.2% | 1,154 | -12.1% | 0.21% | -17.4% |
| NET | Sell | CLOUDFLARE INC | $693,000 | +11.2% | 5,268 | -4.7% | 0.21% | +5.6% |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $633,000 | +0.3% | 11,520 | 0.0% | 0.19% | -5.0% | |
| WDAY | Buy | WORKDAY INCcl a | $581,000 | +21.0% | 2,125 | +10.6% | 0.18% | +15.1% |
| BDX | Buy | BECTON DICKINSON &CO | $564,000 | +5.2% | 2,244 | +2.9% | 0.17% | 0.0% |
| DGRO | Buy | ISHARES TRcore div grwth | $562,000 | +15.9% | 10,118 | +4.9% | 0.17% | +10.5% |
| AXP | AMERICAN EXPRESS CO | $537,000 | -2.2% | 3,280 | 0.0% | 0.16% | -6.9% | |
| NIO | Buy | NIO INCspon ads | $503,000 | -9.7% | 15,865 | +1.5% | 0.15% | -14.2% |
| GLDM | Buy | WORLD GOLD TRspdr gld minis | $473,000 | +27.2% | 26,010 | +22.2% | 0.14% | +20.3% |
| MLPA | Buy | GLOBAL X FDSglbl x mlp etf | $450,000 | +22.0% | 12,852 | +22.9% | 0.14% | +15.4% |
| AFIN | Buy | AMERICAN FIN TR INC | $424,000 | +57.6% | 46,445 | +39.0% | 0.13% | +50.6% |
| TWLO | Buy | TWILIO INCcl a | $420,000 | +22.1% | 1,596 | +48.1% | 0.13% | +15.6% |
| SPY | SPDR S&P 500 ETF TRtr unit | $416,000 | +10.6% | 876 | 0.0% | 0.12% | +5.0% | |
| EQR | Sell | EQUITY RESIDENTIALsh ben int | $394,000 | +9.1% | 4,352 | -2.4% | 0.12% | +4.4% |
| AGNC | Buy | AGNC INVT CORP | $392,000 | +11.0% | 26,050 | +16.5% | 0.12% | +5.4% |
| KKR | Buy | KKR &CO INC | $376,000 | +39.3% | 5,041 | +13.8% | 0.11% | +32.9% |
| IWM | ISHARES TRrussell 2000 etf | $371,000 | +1.6% | 1,667 | 0.0% | 0.11% | -3.4% | |
| SLV | Buy | ISHARES SILVER TRishares | $368,000 | +30.5% | 17,091 | +24.2% | 0.11% | +24.7% |
| HCA | Buy | HCA HEALTHCARE INC | $362,000 | +6.2% | 1,409 | +0.2% | 0.11% | +0.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $362,000 | -26.6% | 125 | -32.4% | 0.11% | -30.1% |
| DLR | Buy | DIGITAL RLTY TR INC | $351,000 | +67.9% | 1,987 | +37.4% | 0.11% | +60.6% |
| FSK | Buy | FS KKR CAP CORP | $344,000 | +14.3% | 16,425 | +20.2% | 0.10% | +8.4% |
| BX | Buy | BLACKSTONE INC | $343,000 | +22.1% | 2,652 | +9.7% | 0.10% | +15.7% |
| SUI | Buy | SUN CMNTYS INC | $329,000 | +33.2% | 1,569 | +17.7% | 0.10% | +26.9% |
| SUB | ISHARES TRshrt nat mun etf | $314,000 | 0.0% | 2,923 | 0.0% | 0.09% | -5.1% | |
| INVH | Buy | INVITATION HOMES INC | $310,000 | +42.2% | 6,848 | +20.4% | 0.09% | +34.8% |
| GBDC | Buy | GOLUB CAP BDC INC | $309,000 | +20.2% | 19,992 | +23.0% | 0.09% | +14.8% |
| XLK | SELECT SECTOR SPDR TRtechnology | $307,000 | +16.7% | 1,764 | 0.0% | 0.09% | +10.8% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $305,000 | +16.0% | 1,020 | +5.7% | 0.09% | +10.8% |
| PSA | Buy | PUBLIC STORAGE | $301,000 | +44.7% | 804 | +15.0% | 0.09% | +37.9% |
| PLD | Buy | PROLOGIS INC. | $297,000 | +57.1% | 1,764 | +17.4% | 0.09% | +48.3% |
| TCPC | Buy | BLACKROCK TCP CAPITAL CORP | $295,000 | +22.9% | 21,830 | +23.3% | 0.09% | +17.1% |
| AINV | Buy | APOLLO INVT CORP | $288,000 | +23.1% | 22,483 | +24.6% | 0.09% | +17.6% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $282,000 | +14.6% | 36,022 | +23.5% | 0.08% | +9.0% |
| BA | Sell | BOEING CO | $281,000 | -9.9% | 1,395 | -1.6% | 0.08% | -14.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $284,000 | +17.8% | 98 | +8.9% | 0.08% | +11.8% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $279,000 | +9.0% | 9,646 | 0.0% | 0.08% | +3.7% | |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $270,000 | +32.4% | 4,473 | +17.5% | 0.08% | +24.6% |
| WPC | Buy | WP CAREY INC | $247,000 | +37.2% | 3,012 | +21.9% | 0.07% | +29.8% |
| O | Buy | REALTY INCOME CORP | $241,000 | +34.6% | 3,372 | +22.4% | 0.07% | +26.3% |
| MO | Sell | ALTRIA GROUP INC | $218,000 | -14.5% | 4,604 | -17.8% | 0.07% | -18.5% |
| KMI | Buy | KINDER MORGAN INC DEL | $219,000 | +21.7% | 13,833 | +28.7% | 0.07% | +15.8% |
| SHM | SPDR SER TRnuveen blmbrg sh | $208,000 | -0.5% | 4,233 | 0.0% | 0.06% | -4.5% | |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $209,000 | -3.2% | 1,023 | +16.4% | 0.06% | -7.4% |
| GNL | Buy | GLOBAL NET LEASE INC | $206,000 | +23.4% | 13,509 | +29.6% | 0.06% | +17.0% |
| WRB | BERKLEY W R CORP | $185,000 | +12.1% | 2,250 | 0.0% | 0.06% | +7.7% | |
| DVY | Sell | ISHARES TRselect divid etf | $183,000 | +6.4% | 1,490 | -0.7% | 0.06% | +1.9% |
| AON | AON PLC | $182,000 | +5.2% | 607 | 0.0% | 0.06% | 0.0% | |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $179,000 | +47.9% | 11,323 | +48.5% | 0.05% | +42.1% |
| LLY | LILLY ELI &CO | $166,000 | +19.4% | 600 | 0.0% | 0.05% | +13.6% | |
| ASAN | Sell | ASANA INCcl a | $164,000 | -28.7% | 2,196 | -0.9% | 0.05% | -32.9% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $162,000 | -90.0% | 1,127 | -92.8% | 0.05% | -90.4% |
| CAT | Sell | CATERPILLAR INC | $159,000 | +2.6% | 770 | -4.9% | 0.05% | -2.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $155,000 | +19.2% | 406 | +18.0% | 0.05% | +14.6% |
| ABT | Sell | ABBOTT LABS | $151,000 | +7.1% | 1,072 | -10.0% | 0.04% | 0.0% |
| HYMB | SPDR SER TRnuveen bloomberg | $151,000 | 0.0% | 2,521 | 0.0% | 0.04% | -6.2% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $150,000 | -15.7% | 417 | -18.6% | 0.04% | -19.6% |
| TFI | SPDR SER TRnuveen blmbrg mu | $146,000 | 0.0% | 2,828 | 0.0% | 0.04% | -4.3% | |
| PM | PHILIP MORRIS INTL INC | $141,000 | 0.0% | 1,485 | 0.0% | 0.04% | -6.7% | |
| V | Sell | VISA INC | $141,000 | -22.5% | 650 | -20.6% | 0.04% | -27.6% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $134,000 | -22.1% | 7,386 | +3.3% | 0.04% | -25.9% |
| LOW | LOWES COS INC | $134,000 | +27.6% | 518 | 0.0% | 0.04% | +21.2% | |
| GM | Sell | GENERAL MTRS CO | $124,000 | -1.6% | 2,117 | -11.7% | 0.04% | -7.5% |
| WM | WASTE MGMT INC DEL | $118,000 | +11.3% | 707 | 0.0% | 0.04% | +2.9% | |
| LUV | Buy | SOUTHWEST AIRLS CO | $111,000 | +2.8% | 2,580 | +22.6% | 0.03% | -2.9% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $106,000 | +8.2% | 2,711 | +3.8% | 0.03% | +3.2% |
| AEP | AMERICAN ELEC PWR CO INC | $106,000 | +10.4% | 1,188 | 0.0% | 0.03% | +6.7% | |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $99,000 | +39.4% | 1,287 | +60.9% | 0.03% | +36.4% |
| MCD | MCDONALDS CORP | $98,000 | +11.4% | 367 | 0.0% | 0.03% | +3.6% | |
| IWR | ISHARES TRrus mid cap etf | $97,000 | +6.6% | 1,169 | 0.0% | 0.03% | 0.0% | |
| MRK | MERCK &CO INC | $94,000 | +2.2% | 1,220 | 0.0% | 0.03% | -3.4% | |
| IWD | ISHARES TRrus 1000 val etf | $93,000 | +6.9% | 553 | 0.0% | 0.03% | 0.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $93,000 | +14.8% | 1,400 | 0.0% | 0.03% | +7.7% | |
| PENN | Buy | PENN NATL GAMING INC | $87,000 | -26.3% | 1,674 | +2.6% | 0.03% | -29.7% |
| SBUX | Sell | STARBUCKS CORP | $83,000 | +2.5% | 710 | -3.5% | 0.02% | -3.8% |
| ACM | Sell | AECOM | $81,000 | 0.0% | 1,050 | -18.5% | 0.02% | -7.7% |
| IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $77,000 | +8.5% | 401 | 0.0% | 0.02% | +4.5% | |
| ORCC | OWL ROCK CAPITAL CORPORATION | $74,000 | +1.4% | 5,201 | 0.0% | 0.02% | -4.3% | |
| TOL | Sell | TOLL BROTHERS INC | $69,000 | -66.3% | 950 | -74.3% | 0.02% | -67.7% |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $69,000 | +13.1% | 890 | 0.0% | 0.02% | +10.5% | |
| DE | DEERE &CO | $69,000 | +3.0% | 200 | 0.0% | 0.02% | 0.0% | |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $66,000 | -7.0% | 1,070 | -8.5% | 0.02% | -9.1% |
| KR | KROGER CO | $65,000 | +12.1% | 1,432 | 0.0% | 0.02% | +11.1% | |
| IWF | ISHARES TRrus 1000 grw etf | $66,000 | +11.9% | 215 | 0.0% | 0.02% | +5.3% | |
| CARR | CARRIER GLOBAL CORPORATION | $62,000 | +3.3% | 1,150 | 0.0% | 0.02% | 0.0% | |
| F | Buy | FORD MTR CO DEL | $63,000 | +65.8% | 3,029 | +12.7% | 0.02% | +58.3% |
| KLR | Sell | KALEYRA INC | $61,000 | -29.1% | 6,110 | -22.0% | 0.02% | -33.3% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $61,000 | -62.1% | 293 | -68.5% | 0.02% | -64.7% |
| MRNA | Buy | MODERNA INC | $58,000 | +34.9% | 229 | +104.5% | 0.02% | +21.4% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $57,000 | +3.6% | 835 | 0.0% | 0.02% | 0.0% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $52,000 | -54.4% | 1,032 | -49.2% | 0.02% | -55.6% |
| FGD | Sell | FIRST TR EXCHANGE TRADED FDdj glbl divid | $52,000 | -45.8% | 2,069 | -46.0% | 0.02% | -46.7% |
| WDIV | Sell | SPDR INDEX SHS FDSs&p glbdiv etf | $54,000 | -41.9% | 811 | -42.8% | 0.02% | -44.8% |
| AMP | AMERIPRISE FINL INC | $54,000 | +12.5% | 180 | 0.0% | 0.02% | +6.7% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $52,000 | -56.7% | 147 | -57.6% | 0.02% | -57.9% |
| YOU | Buy | CLEAR SECURE INC | $53,000 | -20.9% | 1,688 | +3.1% | 0.02% | -23.8% |
| NUE | Buy | NUCOR CORP | $51,000 | +50.0% | 445 | +27.1% | 0.02% | +36.4% |
| DD | Sell | DUPONT DE NEMOURS INC | $47,000 | +11.9% | 587 | -5.2% | 0.01% | +7.7% |
| LULU | Buy | LULULEMON ATHLETICA INC | $48,000 | +1100.0% | 123 | +1266.7% | 0.01% | +1300.0% |
| CRUS | CIRRUS LOGIC INC | $46,000 | +12.2% | 500 | 0.0% | 0.01% | +7.7% | |
| ED | CONSOLIDATED EDISON INC | $47,000 | +17.5% | 550 | 0.0% | 0.01% | +7.7% | |
| DIV | Sell | GLOBAL X FDSglobx supdv us | $47,000 | -44.0% | 2,245 | -48.3% | 0.01% | -48.1% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $45,000 | +4.7% | 393 | -6.2% | 0.01% | 0.0% |
| MRVL | MARVELL TECHNOLOGY INC | $46,000 | +43.8% | 525 | 0.0% | 0.01% | +40.0% | |
| AOM | Sell | ISHARES TRmodert alloc etf | $45,000 | -11.8% | 982 | -13.6% | 0.01% | -12.5% |
| HSY | HERSHEY CO | $43,000 | +13.2% | 225 | 0.0% | 0.01% | +8.3% | |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $44,000 | +18.9% | 615 | +5.1% | 0.01% | +8.3% |
| EHC | ENCOMPASS HEALTH CORP | $44,000 | -13.7% | 680 | 0.0% | 0.01% | -18.8% | |
| ALB | Buy | ALBEMARLE CORP | $42,000 | +500.0% | 179 | +426.5% | 0.01% | +550.0% |
| EXC | EXELON CORP | $39,000 | +18.2% | 683 | 0.0% | 0.01% | +20.0% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $40,000 | +25.0% | 112 | 0.0% | 0.01% | +20.0% | |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $39,000 | +1200.0% | 251 | +1294.4% | 0.01% | +1100.0% |
| AEE | AMEREN CORP | $38,000 | +11.8% | 425 | 0.0% | 0.01% | 0.0% | |
| S | Sell | SENTINELONE INCcl a | $38,000 | -19.1% | 750 | -15.0% | 0.01% | -26.7% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $35,000 | +1066.7% | 124 | +1140.0% | 0.01% | +1000.0% |
| TFC | TRUIST FINL CORP | $35,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% | |
| YETI | Buy | YETI HLDGS INC | $37,000 | +1133.3% | 448 | +1217.6% | 0.01% | +1000.0% |
| FUTY | Sell | FIDELITY COVINGTON TRUSTmsci utils index | $37,000 | -31.5% | 799 | -38.6% | 0.01% | -35.3% |
| NYCB | NEW YORK CMNTY BANCORP INC | $37,000 | -5.1% | 3,000 | 0.0% | 0.01% | -8.3% | |
| RPM | Buy | RPM INTL INC | $36,000 | +28.6% | 358 | +0.3% | 0.01% | +22.2% |
| EDIV | Sell | SPDR INDEX SHS FDSs&p em mkt div | $38,000 | -42.4% | 1,282 | -42.7% | 0.01% | -47.6% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $33,000 | +10.0% | 235 | 0.0% | 0.01% | +11.1% | |
| ENPH | Buy | ENPHASE ENERGY INC | $32,000 | +966.7% | 176 | +780.0% | 0.01% | +900.0% |
| VEEV | Buy | VEEVA SYS INC | $34,000 | +1033.3% | 133 | +1230.0% | 0.01% | +900.0% |
| CCL | Sell | CARNIVAL CORP | $33,000 | -43.1% | 1,616 | -30.5% | 0.01% | -44.4% |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $32,000 | +14.3% | 620 | 0.0% | 0.01% | +11.1% | |
| AVGO | BROADCOM INC | $33,000 | +37.5% | 50 | 0.0% | 0.01% | +25.0% | |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $33,000 | -25.0% | 180 | +7.8% | 0.01% | -28.6% |
| BYD | Sell | BOYD GAMING CORP | $33,000 | -17.5% | 500 | -20.0% | 0.01% | -23.1% |
| DKNG | Sell | DRAFTKINGS INC | $33,000 | -75.0% | 1,185 | -56.6% | 0.01% | -76.2% |
| COIN | Buy | COINBASE GLOBAL INC | $32,000 | +14.3% | 128 | +2.4% | 0.01% | +11.1% |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $31,000 | 0.0% | 234 | 0.0% | 0.01% | -10.0% | |
| AOR | Sell | ISHARES TRgrwt allocat etf | $29,000 | -38.3% | 512 | -39.9% | 0.01% | -40.0% |
| CMI | Buy | CUMMINS INC | $31,000 | +40.9% | 140 | +40.0% | 0.01% | +28.6% |
| VGT | VANGUARD WORLD FDSinf tech etf | $29,000 | +16.0% | 63 | 0.0% | 0.01% | +12.5% | |
| IYW | ISHARES TRu.s. tech etf | $30,000 | +15.4% | 260 | 0.0% | 0.01% | +12.5% | |
| UAL | UNITED AIRLS HLDGS INC | $29,000 | -6.5% | 660 | 0.0% | 0.01% | -10.0% | |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $29,000 | -43.1% | 872 | -43.9% | 0.01% | -43.8% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $28,000 | +40.0% | 235 | +74.1% | 0.01% | +33.3% |
| AMC | Buy | AMC ENTMT HLDGS INC | $27,000 | -10.0% | 1,000 | +25.0% | 0.01% | -11.1% |
| CSX | Buy | CSX CORP | $28,000 | +55.6% | 750 | +25.0% | 0.01% | +33.3% |
| COP | CONOCOPHILLIPS | $26,000 | +4.0% | 364 | 0.0% | 0.01% | 0.0% | |
| TJX | TJX COS INC NEW | $27,000 | +17.4% | 350 | 0.0% | 0.01% | +14.3% | |
| DTE | DTE ENERGY CO | $25,000 | +4.2% | 212 | 0.0% | 0.01% | 0.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $27,000 | -3.6% | 200 | 0.0% | 0.01% | -11.1% | |
| New | RIVIAN AUTOMOTIVE INC | $25,000 | – | 240 | +100.0% | 0.01% | – | |
| INTC | INTEL CORP | $28,000 | -3.4% | 550 | 0.0% | 0.01% | -11.1% | |
| NVO | NOVO-NORDISK A Sadr | $23,000 | +15.0% | 205 | 0.0% | 0.01% | +16.7% | |
| IWB | ISHARES TRrus 1000 etf | $22,000 | +10.0% | 83 | 0.0% | 0.01% | +16.7% | |
| MMM | 3M CO | $23,000 | 0.0% | 130 | 0.0% | 0.01% | 0.0% | |
| GIS | GENERAL MLS INC | $22,000 | +15.8% | 325 | 0.0% | 0.01% | +16.7% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $22,000 | -4.3% | 96 | 0.0% | 0.01% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $22,000 | -24.1% | 1,070 | 0.0% | 0.01% | -22.2% | |
| MGM | MGM RESORTS INTERNATIONAL | $22,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| ORCL | ORACLE CORP | $22,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| CTVA | Sell | CORTEVA INC | $24,000 | +9.1% | 498 | -6.0% | 0.01% | 0.0% |
| CONN | CONNS INC | $24,000 | +4.3% | 1,000 | 0.0% | 0.01% | 0.0% | |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $24,000 | – | 277 | +100.0% | 0.01% | – |
| MGP | MGM GROWTH PPTYS LLC | $20,000 | +5.3% | 500 | 0.0% | 0.01% | 0.0% | |
| EL | LAUDER ESTEE COS INCcl a | $19,000 | +26.7% | 50 | 0.0% | 0.01% | +20.0% | |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $19,000 | +280.0% | 1,045 | +326.5% | 0.01% | +200.0% |
| CLM | CORNERSTONE STRATEGIC VALUE | $21,000 | +10.5% | 1,470 | 0.0% | 0.01% | 0.0% | |
| RIOT | Buy | RIOT BLOCKCHAIN INC | $20,000 | +100.0% | 900 | +120.6% | 0.01% | +100.0% |
| XLE | SELECT SECTOR SPDR TRenergy | $21,000 | +5.0% | 377 | 0.0% | 0.01% | 0.0% | |
| HEDJ | WISDOMTREE TReurope hedged eq | $20,000 | +5.3% | 250 | 0.0% | 0.01% | 0.0% | |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $19,000 | -55.8% | 142 | -61.1% | 0.01% | -57.1% |
| TWTR | Buy | TWITTER INC | $20,000 | -25.9% | 460 | +4.5% | 0.01% | -33.3% |
| KHC | Sell | KRAFT HEINZ CO | $20,000 | -48.7% | 555 | -47.4% | 0.01% | -50.0% |
| ULTA | ULTA BEAUTY INC | $21,000 | +16.7% | 50 | 0.0% | 0.01% | 0.0% | |
| TRV | TRAVELERS COMPANIES INC | $19,000 | +5.6% | 120 | 0.0% | 0.01% | 0.0% | |
| CHPT | Sell | CHARGEPOINT HOLDINGS INC | $15,000 | -64.3% | 800 | -61.9% | 0.01% | -61.5% |
| EEM | ISHARES TRmsci emg mkt etf | $16,000 | 0.0% | 320 | 0.0% | 0.01% | 0.0% | |
| XBI | SPDR SER TRs&p biotech | $15,000 | -11.8% | 132 | 0.0% | 0.01% | 0.0% | |
| MD | MEDNAX INC | $18,000 | 0.0% | 650 | 0.0% | 0.01% | -16.7% | |
| TSP | New | TUSIMPLE HLDGS INCcl a | $18,000 | – | 500 | +100.0% | 0.01% | – |
| AMAT | APPLIED MATLS INC | $16,000 | +23.1% | 100 | 0.0% | 0.01% | +25.0% | |
| UNP | UNION PAC CORP | $15,000 | +25.0% | 60 | 0.0% | 0.01% | +25.0% | |
| New | RBB FD INCmotley fool gbl | $15,000 | – | 474 | +100.0% | 0.01% | – | |
| UNH | UNITEDHEALTH GROUP INC | $15,000 | +25.0% | 30 | 0.0% | 0.01% | +25.0% | |
| GLD | SPDR GOLD TR | $15,000 | 0.0% | 90 | 0.0% | 0.01% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $16,000 | -5.9% | 400 | 0.0% | 0.01% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $16,000 | +14.3% | 30 | 0.0% | 0.01% | +25.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $17,000 | +6.2% | 277 | 0.0% | 0.01% | 0.0% | |
| FISV | Buy | FISERV INC | $18,000 | +38.5% | 170 | +41.7% | 0.01% | +25.0% |
| VNQ | VANGUARD INDEX FDSreal estate etf | $16,000 | +14.3% | 137 | 0.0% | 0.01% | +25.0% | |
| MAS | MASCO CORP | $18,000 | +28.6% | 250 | 0.0% | 0.01% | +25.0% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $16,000 | +6.7% | 45 | +200.0% | 0.01% | 0.0% |
| NYC | NEW YORK CITY REIT INC | $13,000 | +30.0% | 1,240 | 0.0% | 0.00% | +33.3% | |
| QQQJ | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $13,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| AOA | ISHARES TRaggres alloc etf | $13,000 | +8.3% | 178 | 0.0% | 0.00% | 0.0% | |
| AOK | ISHARES TRconser alloc etf | $13,000 | +8.3% | 315 | 0.0% | 0.00% | 0.0% | |
| PEAK | Sell | HEALTHPEAK PROPERTIES INC | $13,000 | -71.7% | 360 | -73.5% | 0.00% | -73.3% |
| MU | Sell | MICRON TECHNOLOGY INC | $14,000 | -83.5% | 150 | -87.5% | 0.00% | -85.2% |
| ARKQ | ARK ETF TRautnmus technlgy | $13,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% | |
| CMS | CMS ENERGY CORP | $12,000 | +9.1% | 177 | 0.0% | 0.00% | +33.3% | |
| PNC | PNC FINL SVCS GROUP INC | $14,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $13,000 | 0.0% | 625 | 0.0% | 0.00% | 0.0% | |
| UTL | UNITIL CORP | $13,000 | +8.3% | 280 | 0.0% | 0.00% | 0.0% | |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $14,000 | +600.0% | 109 | +808.3% | 0.00% | +300.0% |
| SNAP | Buy | SNAP INCcl a | $12,000 | -20.0% | 250 | +25.0% | 0.00% | -20.0% |
| BLL | BALL CORP | $12,000 | +9.1% | 125 | 0.0% | 0.00% | +33.3% | |
| IYR | ISHARES TRu.s. real es etf | $12,000 | +20.0% | 100 | 0.0% | 0.00% | +33.3% | |
| NUAN | NUANCE COMMUNICATIONS INC | $10,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
| CRH | CRH PLCadr | $11,000 | +22.2% | 200 | 0.0% | 0.00% | 0.0% | |
| CBRE | CBRE GROUP INCcl a | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $11,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| DKS | DICKS SPORTING GOODS INC | $11,000 | -8.3% | 100 | 0.0% | 0.00% | -25.0% | |
| WYNN | Sell | WYNN RESORTS LTD | $9,000 | -47.1% | 100 | -50.0% | 0.00% | -40.0% |
| Buy | LUCID GROUP INC | $11,000 | +175.0% | 300 | +100.0% | 0.00% | +200.0% | |
| NFJ | VIRTUS DIVIDEND INTEREST &P | $9,000 | +12.5% | 537 | 0.0% | 0.00% | 0.0% | |
| ETH | ETHAN ALLEN INTERIORS INC | $11,000 | +10.0% | 417 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $11,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% | |
| PLUG | PLUG POWER INC | $10,000 | +11.1% | 350 | 0.0% | 0.00% | 0.0% | |
| FSTA | Sell | FIDELITY COVINGTON TRUSTconsmr staples | $9,000 | -75.0% | 195 | -77.2% | 0.00% | -72.7% |
| SPSM | SPDR SER TRportfolio s&p600 | $9,000 | +12.5% | 198 | 0.0% | 0.00% | 0.0% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $11,000 | -87.6% | 138 | -87.9% | 0.00% | -89.3% |
| SDEI | New | TIDAL ETF TRsound equity inm | $11,000 | – | 405 | +100.0% | 0.00% | – |
| AVA | AVISTA CORP | $10,000 | +11.1% | 225 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC | $9,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| HTGC | Buy | HERCULES CAPITAL INC | $10,000 | +42.9% | 614 | +56.6% | 0.00% | +50.0% |
| STLD | STEEL DYNAMICS INC | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| IMCG | ISHARES TRmrgstr md cp grw | $11,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
| New | INVENTRUST PPTYS CORP | $9,000 | – | 312 | +100.0% | 0.00% | – | |
| IQI | INVESCO QUALITY MUN INCOME T | $10,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
| CFG | CITIZENS FINL GROUP INC | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| UTF | COHEN &STEERS INFRASTRUCTUR | $11,000 | 0.0% | 388 | 0.0% | 0.00% | 0.0% | |
| UL | Sell | UNILEVER PLCspon adr new | $6,000 | -40.0% | 115 | -35.4% | 0.00% | -33.3% |
| WFC | WELLS FARGO CO NEW | $7,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% | |
| ONEQ | Sell | FIDELITY COMWLTH TR | $7,000 | -77.4% | 110 | -80.4% | 0.00% | -80.0% |
| SIRI | SIRIUS XM HOLDINGS INC | $5,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
| FNCL | Sell | FIDELITY COVINGTON TRUSTmsci finls idx | $6,000 | -82.4% | 100 | -84.4% | 0.00% | -81.8% |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $6,000 | -80.0% | 165 | -83.3% | 0.00% | -77.8% |
| FRGI | FIESTA RESTAURANT GROUP INC | $7,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| JNK | SPDR SER TRbloomberg high y | $8,000 | 0.0% | 72 | 0.0% | 0.00% | -33.3% | |
| BLD | TOPBUILD CORP | $7,000 | +16.7% | 27 | 0.0% | 0.00% | 0.0% | |
| ARKK | ARK ETF TRinnovation etf | $7,000 | -22.2% | 79 | 0.0% | 0.00% | -33.3% | |
| JBLU | Sell | JETBLUE AWYS CORP | $7,000 | -50.0% | 498 | -47.5% | 0.00% | -50.0% |
| FOXA | FOX CORP | $5,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| RJF | RAYMOND JAMES FINL INC | $8,000 | +14.3% | 75 | 0.0% | 0.00% | 0.0% | |
| RYJ | INVESCO EXCHANGE TRADED FD Trymnd jms sb 1 | $7,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| BBJP | New | J P MORGAN EXCHANGE-TRADED Fbetabuldrs japan | $5,000 | – | 90 | +100.0% | 0.00% | – |
| BBEU | New | J P MORGAN EXCHANGE-TRADED Fbetabuilders eur | $7,000 | – | 112 | +100.0% | 0.00% | – |
| VRSN | VERISIGN INC | $5,000 | +25.0% | 20 | 0.0% | 0.00% | +100.0% | |
| MLCO | MELCO RESORTS AND ENTMNT LTDadr | $5,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ARKW | ARK ETF TRnext gnrtn inter | $8,000 | -11.1% | 68 | 0.0% | 0.00% | -33.3% | |
| OXY | Sell | OCCIDENTAL PETE CORP | $5,000 | -37.5% | 157 | -38.9% | 0.00% | -33.3% |
| MAXR | MAXAR TECHNOLOGIES INC | $8,000 | 0.0% | 284 | 0.0% | 0.00% | -33.3% | |
| BIIB | Sell | BIOGEN INC | $7,000 | -36.4% | 30 | -25.0% | 0.00% | -33.3% |
| DTM | DT MIDSTREAM INC | $5,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $5,000 | – | 182 | +100.0% | 0.00% | – |
| New | ORION OFFICE REIT INC | $5,000 | – | 265 | +100.0% | 0.00% | – | |
| CHRW | C H ROBINSON WORLDWIDE INC | $5,000 | +25.0% | 45 | 0.0% | 0.00% | +100.0% | |
| CNK | CINEMARK HLDGS INC | $8,000 | -20.0% | 500 | 0.0% | 0.00% | -33.3% | |
| XLC | SELECT SECTOR SPDR TR | $5,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| IGIB | ISHARES TR | $8,000 | 0.0% | 140 | 0.0% | 0.00% | -33.3% | |
| RA | BROOKFIELD REAL ASSETS INCOM | $5,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% | |
| VOO | Sell | VANGUARD INDEX FDS | $8,000 | -68.0% | 19 | -70.3% | 0.00% | -75.0% |
| ARKF | ARK ETF TRfintech innova | $8,000 | -20.0% | 206 | 0.0% | 0.00% | -33.3% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $8,000 | +14.3% | 40 | 0.0% | 0.00% | 0.0% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $8,000 | +14.3% | 750 | 0.0% | 0.00% | 0.0% | |
| SYY | SYSCO CORP | $8,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| BYND | Buy | BEYOND MEAT INC | $5,000 | 0.0% | 75 | +50.0% | 0.00% | 0.0% |
| DBRG | DIGITALBRIDGE GROUP INC | $8,000 | +33.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| NEM | NEWMONT CORP | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $7,000 | -12.5% | 107 | 0.0% | 0.00% | -33.3% | |
| HES | HESS CORP | $7,000 | -12.5% | 100 | 0.0% | 0.00% | -33.3% | |
| IONS | IONIS PHARMACEUTICALS INC | $2,000 | -33.3% | 80 | 0.0% | 0.00% | 0.0% | |
| YOLO | ADVISORSHARES TRpure cannabis | $4,000 | -20.0% | 300 | 0.0% | 0.00% | -50.0% | |
| BB | BLACKBERRY LTD | $4,000 | 0.0% | 409 | 0.0% | 0.00% | 0.0% | |
| BXMT | BLACKSTONE MTG TR INC | $4,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% | |
| TAST | CARROLS RESTAURANT GROUP INC | $3,000 | -25.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CRNC | CERENCE INC | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| CLFD | CLEARFIELD INC | $3,000 | +50.0% | 40 | 0.0% | 0.00% | 0.0% | |
| WISH | New | CONTEXTLOGIC INC | $3,000 | – | 1,075 | +100.0% | 0.00% | – |
| DRI | DARDEN RESTAURANTS INC | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| DELL | DELL TECHNOLOGIES INCcl c | $3,000 | -40.0% | 45 | 0.0% | 0.00% | -50.0% | |
| ETW | EATON VANCE TAX-MANAGED GLOB | $2,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
| CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $4,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| FOX | FOX CORP | $2,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| GAB | GABELLI EQUITY TR INC | $3,000 | 0.0% | 429 | 0.0% | 0.00% | 0.0% | |
| GENERAL ELECTRIC CO | $3,000 | -25.0% | 37 | 0.0% | 0.00% | 0.0% | ||
| GEVO | Sell | GEVO INC | $2,000 | -77.8% | 423 | -70.3% | 0.00% | -66.7% |
| GILD | GILEAD SCIENCES INC | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $3,000 | +50.0% | 65 | 0.0% | 0.00% | 0.0% | |
| PAVE | GLOBAL X FDSus infr dev etf | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| HAIN | HAIN CELESTIAL GROUP INC | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| INFY | New | INFOSYS LTDsponsored adr | $3,000 | – | 100 | +100.0% | 0.00% | – |
| IIPR | INNOVATIVE INDL PPTYS INC | $2,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| IHG | INTERCONTINENTAL HOTELS GROUsponsored ads | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| VVR | INVESCO SR INCOME TR | $4,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES TRishares biotech | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| MBB | New | ISHARES TRmbs etf | $2,000 | – | 16 | +100.0% | 0.00% | – |
| ITA | ISHARES TRus aer def etf | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| RING | ISHARES INCmsci gbl gold mn | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BBCA | New | J P MORGAN EXCHANGE-TRADED Fbetabuilders cda | $3,000 | – | 52 | +100.0% | 0.00% | – |
| BBAX | New | J P MORGAN EXCHANGE-TRADED Fbetabuilders dev | $3,000 | – | 57 | +100.0% | 0.00% | – |
| MP | MP MATERIALS CORP | $3,000 | +50.0% | 70 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $4,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| MS | Sell | MORGAN STANLEY | $2,000 | 0.0% | 20 | -20.0% | 0.00% | 0.0% |
| OGN | Sell | ORGANON &CO | $2,000 | -33.3% | 63 | -19.2% | 0.00% | 0.0% |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $3,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% | |
| PFLT | New | PENNANTPARK FLOATING RATE CA | $2,000 | – | 134 | +100.0% | 0.00% | – |
| PBCT | PEOPLES UNITED FINANCIAL INC | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| PHUN | Sell | PHUNWARE INC | $4,000 | 0.0% | 1,500 | -62.5% | 0.00% | 0.0% |
| CLIX | PROSHARES TRlong online shrt | $2,000 | -33.3% | 40 | 0.0% | 0.00% | 0.0% | |
| QS | Sell | QUANTUMSCAPE CORP | $3,000 | -57.1% | 140 | -47.2% | 0.00% | -50.0% |
| RKT | ROCKET COS INC | $2,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| ROKT | SPDR SER TRs&p kensho final | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| SABR | SABRE CORP | $3,000 | -25.0% | 300 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $4,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $4,000 | +33.3% | 23 | 0.0% | 0.00% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $4,000 | +33.3% | 40 | 0.0% | 0.00% | 0.0% | |
| SAVE | SPIRIT AIRLS INC | $2,000 | -33.3% | 105 | 0.0% | 0.00% | 0.0% | |
| SYF | SYNCHRONY FINANCIAL | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| TXRH | TEXAS ROADHOUSE INC | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| TLRY | Sell | TILRAY INC | $2,000 | -84.6% | 305 | -73.0% | 0.00% | -75.0% |
| UA | UNDER ARMOUR INCcl c | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| USM | UNITED STATES CELLULAR CORP | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,000 | +100.0% | 25 | +78.6% | 0.00% | 0.0% |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $2,000 | -50.0% | 150 | 0.0% | 0.00% | 0.0% | |
| VMW | New | VMWARE INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
| W | Sell | WAYFAIR INCcl a | $4,000 | -63.6% | 20 | -55.6% | 0.00% | -66.7% |
| WH | WYNDHAM HOTELS &RESORTS INC | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| GNLN | GREENLANE HLDGS INCcl a | $0 | – | 50 | 0.0% | 0.00% | – | |
| SRS | PROSHARES TRultsht real est | $0 | – | 2 | 0.0% | 0.00% | – | |
| PLYM | New | PLYMOUTH INDL REIT INC | $0 | – | 8 | +100.0% | 0.00% | – |
| PTON | Sell | PELOTON INTERACTIVE INC | $1,000 | -80.0% | 40 | -25.9% | 0.00% | -100.0% |
| PJT | PJT PARTNERS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| OXYWS | Sell | OCCIDENTAL PETE CORP*w exp 08/03/202 | $1,000 | -97.8% | 93 | -97.6% | 0.00% | -100.0% |
| NKLA | Sell | NIKOLA CORP | $0 | -100.0% | 42 | -70.4% | 0.00% | -100.0% |
| NWS | NEWS CORP NEWcl b | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| NWSA | NEWS CORP NEWcl a | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| NBSE | NEUBASE THERAPEUTICS INC | $1,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
| MPW | New | MEDICAL PPTYS TRUST INC | $1,000 | – | 41 | +100.0% | 0.00% | – |
| MTNB | MATINAS BIOPHARMA HLDGS INC | $1,000 | 0.0% | 650 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC | $1,000 | 0.0% | 116 | 0.0% | 0.00% | – | |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $0 | – | 35 | 0.0% | 0.00% | – | |
| LI | LI AUTO INCsponsored ads | $0 | – | 1 | 0.0% | 0.00% | – | |
| New | KYNDRYL HLDGS INC | $1,000 | – | 40 | +100.0% | 0.00% | – | |
| KSS | KOHLS CORP | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| EAGG | ISHARES TResg awr us agrgt | $0 | – | 1 | 0.0% | 0.00% | – | |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $0 | – | 7 | +100.0% | 0.00% | – |
| ADMA | ADMA BIOLOGICS INC | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $1,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
| INO | Sell | INOVIO PHARMACEUTICALS INC | $1,000 | -75.0% | 250 | -54.5% | 0.00% | -100.0% |
| IMRN | IMMURON LTDsponsored adr | $0 | – | 100 | 0.0% | 0.00% | – | |
| HA | HAWAIIAN HOLDINGS INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| RBLX | New | ROBLOX CORPcl a | $1,000 | – | 10 | +100.0% | 0.00% | – |
| GNUS | GENIUS BRANDS INTL INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| VTRS | VIATRIS INC | $1,000 | 0.0% | 94 | 0.0% | 0.00% | – | |
| BIL | Exit | SPDR SER TRspdr bloomberg | $0 | – | -3 | -100.0% | 0.00% | – |
| DBX | DROPBOX INCcl a | $0 | – | 10 | 0.0% | 0.00% | – | |
| DSL | DOUBLELINE INCOME SOLUTIONS | $0 | – | 3 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $0 | – | 9 | 0.0% | 0.00% | – | |
| YCBD | New | CBDMD INC | $1,000 | – | 600 | +100.0% | 0.00% | – |
| WRAP | WRAP TECHNOLOGIES INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| BTZ | BLACKROCK CR ALLOCATION INCO | $0 | – | 3 | 0.0% | 0.00% | – | |
| XL | XL FLEET CORP | $0 | – | 50 | 0.0% | 0.00% | – | |
| BOE | BLACKROCK ENHANCED GLOBAL DI | $0 | – | 5 | 0.0% | 0.00% | – | |
| BNGO | BIONANO GENOMICS INC | $0 | – | 60 | 0.0% | 0.00% | – | |
| BK | BANK NEW YORK MELLON CORP | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| ZY | ZYMERGEN INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| ATNX | Sell | ATHENEX INC | $1,000 | -66.7% | 400 | -63.0% | 0.00% | -100.0% |
| BAMR | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $0 | – | 3 | 0.0% | 0.00% | – | |
| GOGL | New | GOLDEN OCEAN GROUP LTD | $1,000 | – | 61 | +100.0% | 0.00% | – |
| ARTL | New | ARTELO BIOSCIENCES INC | $0 | – | 475 | +100.0% | 0.00% | – |
| New | RISKIFIED LTD | $0 | – | 35 | +100.0% | 0.00% | – | |
| ARTLW | New | ARTELO BIOSCIENCES INC*w exp 06/25/202 | $0 | – | 475 | +100.0% | 0.00% | – |
| PINE | New | ALPINE INCOME PPTY TR INC | $1,000 | – | 59 | +100.0% | 0.00% | – |
| XENE | Exit | XENON PHARMACEUTICALS INC | $0 | – | -20 | -100.0% | 0.00% | – |
| CNBS | Exit | AMPLIFY ETF TRseymour cannbs | $0 | – | -40 | -100.0% | 0.00% | – |
| KGC | Exit | KINROSS GOLD CORP | $0 | – | -50 | -100.0% | 0.00% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -5 | -100.0% | 0.00% | – |
| GES | Exit | GUESS INC | $0 | – | -20 | -100.0% | 0.00% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -2 | -100.0% | 0.00% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -15 | -100.0% | 0.00% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -3 | -100.0% | 0.00% | – |
| LPCN | Exit | LIPOCINE INC NEW | $0 | – | -500 | -100.0% | 0.00% | – |
| TNL | TRAVEL PLUS LEISURE CO | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| SLYV | SPDR SER TRs&p 600 smcp val | $1,000 | – | 6 | 0.0% | 0.00% | – | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| RMO | ROMEO POWER INC | $0 | – | 22 | 0.0% | 0.00% | – | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $1,000 | 0.0% | 64 | 0.0% | 0.00% | – | |
| DISH | DISH NETWORK CORPORATIONcl a | $1,000 | -50.0% | 40 | 0.0% | 0.00% | -100.0% | |
| DAN | New | DANA INC | $0 | – | 20 | +100.0% | 0.00% | – |
| WBA | WALGREENS BOOTS ALLIANCE INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| HYLB | DBX ETF TRxtrack usd high | $0 | – | 10 | 0.0% | 0.00% | – | |
| CSTL | Exit | CASTLE BIOSCIENCES INC | $0 | – | -5 | -100.0% | 0.00% | – |
| CLSK | Sell | CLEANSPARK INC | $0 | -100.0% | 31 | -53.0% | 0.00% | – |
| CC | CHEMOURS CO | $0 | – | 13 | 0.0% | 0.00% | – | |
| CCD | CALAMOS DYNAMIC CONV &INCOM | $0 | – | 5 | 0.0% | 0.00% | – | |
| YCBDPRA | New | CBDMD INC8% ser a cum pfd | $1,000 | – | 100 | +100.0% | 0.00% | – |
| FEYE | Exit | FIREEYE INC | $0 | – | -100 | -100.0% | -0.00% | – |
| OUSA | Exit | OSI ETF TRoshares us qualt | $0 | – | -48 | -100.0% | -0.00% | – |
| KODK | Exit | EASTMAN KODAK CO | $0 | – | -350 | -100.0% | -0.00% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -24 | -100.0% | -0.00% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -32 | -100.0% | -0.00% | – |
| GDDY | Exit | GODADDY INCcl a | $0 | – | -51 | -100.0% | -0.00% | – |
| FSMD | Exit | FIDELITY COVINGTON TRUSTsml mid mltfct | $0 | – | -100 | -100.0% | -0.00% | – |
| OLD | Exit | JANUS DETROIT STR TRlong term care | $0 | – | -68 | -100.0% | -0.00% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -40 | -100.0% | -0.00% | – |
| EMD | Exit | WESTERN ASSET EMERGING MKTS | $0 | – | -253 | -100.0% | -0.00% | – |
| PSFE | Exit | PAYSAFE LIMITEDord | $0 | – | -550 | -100.0% | -0.00% | – |
| MJ | Exit | ETF MANAGERS TRetfmg altr hrvst | $0 | – | -106 | -100.0% | -0.00% | – |
| SKLZ | Exit | SKILLZ INC | $0 | – | -500 | -100.0% | -0.00% | – |
| MGNI | Exit | MAGNITE INC | $0 | – | -175 | -100.0% | -0.00% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -1,255 | -100.0% | -0.00% | – |
| FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -90 | -100.0% | -0.00% | – |
| OLED | Exit | UNIVERSAL DISPLAY CORP | $0 | – | -70 | -100.0% | -0.00% | – |
| FVAL | Exit | FIDELITY COVINGTON TRUSTvlu factor etf | $0 | – | -278 | -100.0% | -0.00% | – |
| KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -50 | -100.0% | -0.00% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -800 | -100.0% | -0.01% | – |
| BNTX | Exit | BIONTECH SEsponsored ads | $0 | – | -60 | -100.0% | -0.01% | – |
| FBT | Exit | FIRST TR EXCHANGE-TRADED FDny arca biotech | $0 | – | -100 | -100.0% | -0.01% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -334 | -100.0% | -0.01% | – |
| FENY | Exit | FIDELITY COVINGTON TRUSTmsci energy idx | $0 | – | -1,680 | -100.0% | -0.01% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -200 | -100.0% | -0.01% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -250 | -100.0% | -0.02% | – |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -500 | -100.0% | -0.03% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -800 | -100.0% | -0.04% | – |
| A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -1,000 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-15
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.
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- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
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