$297 Million is the total value of Global Wealth Management Investment Advisory, Inc.'s 526 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 20.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $13,119,000 | +2.1% | 128,999 | +12.7% | 4.42% | +15.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $8,608,000 | -10.5% | 146,278 | +5.7% | 2.90% | +1.3% |
| AAPL | Buy | APPLE INC | $8,279,000 | -16.4% | 60,558 | +6.8% | 2.79% | -5.3% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $7,864,000 | +9.8% | 162,270 | +11.8% | 2.65% | +24.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $7,771,000 | -7.6% | 27,725 | +19.5% | 2.62% | +4.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $7,536,000 | -8.7% | 19,876 | +9.2% | 2.54% | +3.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $7,417,000 | -15.3% | 72,940 | -10.8% | 2.50% | -4.1% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $7,401,000 | -3.2% | 100,545 | +8.2% | 2.50% | +9.6% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $6,713,000 | +98.3% | 114,045 | +99.6% | 2.26% | +124.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $6,665,000 | +2.0% | 29,463 | +21.0% | 2.25% | +15.5% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $6,409,000 | -26.6% | 134,059 | -23.1% | 2.16% | -16.9% |
| IEMG | Sell | ISHARES INCcore msci emkt | $5,781,000 | -16.6% | 117,837 | -5.6% | 1.95% | -5.5% |
| MSFT | Buy | MICROSOFT CORP | $5,636,000 | -2.1% | 21,944 | +17.5% | 1.90% | +10.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $4,849,000 | -6.1% | 52,475 | +9.6% | 1.64% | +6.3% |
| T | Buy | AT&T INC | $4,838,000 | +55.1% | 230,828 | +74.9% | 1.63% | +75.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $4,668,000 | +14.8% | 91,978 | +15.3% | 1.57% | +30.0% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $4,556,000 | -16.1% | 56,941 | -9.8% | 1.54% | -5.0% |
| JPM | Buy | JPMORGAN CHASE &CO | $4,346,000 | -0.7% | 38,593 | +20.2% | 1.47% | +12.4% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $4,344,000 | -49.2% | 34,688 | -35.5% | 1.46% | -42.4% |
| BAC | Buy | BK OF AMERICA CORP | $4,102,000 | -5.9% | 131,779 | +24.6% | 1.38% | +6.5% |
| NEE | Buy | NEXTERA ENERGY INC | $3,981,000 | +4.9% | 51,394 | +14.7% | 1.34% | +18.8% |
| USIG | Sell | ISHARES TRusd inv grde etf | $3,776,000 | -37.6% | 74,079 | -32.7% | 1.27% | -29.4% |
| JNJ | Buy | JOHNSON &JOHNSON | $3,658,000 | +50.5% | 20,610 | +50.3% | 1.23% | +70.4% |
| CVS | Buy | CVS HEALTH CORP | $3,582,000 | +0.2% | 38,659 | +9.4% | 1.21% | +13.4% |
| QCOM | Buy | QUALCOMM INC | $3,578,000 | +16.0% | 28,008 | +38.8% | 1.21% | +31.3% |
| CVX | Sell | CHEVRON CORP NEW | $3,574,000 | -38.2% | 24,684 | -30.5% | 1.20% | -30.0% |
| IWX | Sell | ISHARES TRrus tp200 vl etf | $3,521,000 | -44.3% | 56,999 | -37.2% | 1.19% | -37.0% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $3,453,000 | -16.1% | 26,181 | -6.0% | 1.16% | -5.0% |
| CSCO | Buy | CISCO SYS INC | $3,444,000 | +18.6% | 80,771 | +55.1% | 1.16% | +34.2% |
| DOW | Buy | DOW INC | $3,315,000 | -18.4% | 64,230 | +0.7% | 1.12% | -7.6% |
| KO | Buy | COCA COLA CO | $3,313,000 | +11.5% | 52,658 | +9.9% | 1.12% | +26.2% |
| ORCL | Buy | ORACLE CORP | $3,246,000 | +27.3% | 46,453 | +50.7% | 1.10% | +44.3% |
| HD | Buy | HOME DEPOT INC | $3,139,000 | -0.6% | 11,445 | +8.5% | 1.06% | +12.7% |
| R | Buy | RYDER SYS INC | $3,111,000 | +2.1% | 43,784 | +14.0% | 1.05% | +15.5% |
| C | Buy | CITIGROUP INC | $3,104,000 | +10.9% | 67,495 | +28.8% | 1.05% | +25.7% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $2,980,000 | -24.7% | 13,369 | -2.8% | 1.00% | -14.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,925,000 | +1.2% | 27,287 | +5.4% | 0.99% | +14.5% |
| VIAC | Buy | PARAMOUNT GLOBAL | $2,873,000 | -16.8% | 116,398 | +27.4% | 0.97% | -5.8% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $2,867,000 | -10.6% | 32,784 | +5.1% | 0.97% | +1.3% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $2,834,000 | -9.7% | 36,496 | -4.8% | 0.96% | +2.2% |
| XOM | Sell | EXXON MOBIL CORP | $2,715,000 | -30.4% | 31,708 | -32.9% | 0.92% | -21.2% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $2,650,000 | -18.9% | 64,945 | -4.5% | 0.89% | -8.1% |
| BP | Sell | BP PLCsponsored adr | $2,568,000 | -23.8% | 90,565 | -21.0% | 0.87% | -13.7% |
| VTR | Buy | VENTAS INC | $2,354,000 | -10.4% | 45,776 | +7.6% | 0.79% | +1.4% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,332,000 | -5.3% | 12,774 | +11.3% | 0.79% | +7.2% |
| PFE | Buy | PFIZER INC | $2,327,000 | +8.6% | 44,388 | +7.3% | 0.78% | +23.0% |
| SO | Sell | SOUTHERN CO | $2,226,000 | -34.1% | 31,215 | -32.9% | 0.75% | -25.3% |
| D | Buy | DOMINION ENERGY INC | $2,202,000 | 0.0% | 27,590 | +6.5% | 0.74% | +13.3% |
| KMB | Buy | KIMBERLY-CLARK CORP | $2,181,000 | +21.1% | 16,137 | +10.3% | 0.74% | +37.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,158,000 | +0.7% | 15,010 | +7.1% | 0.73% | +14.1% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $2,051,000 | -44.7% | 20,194 | -34.9% | 0.69% | -37.4% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $2,046,000 | -35.5% | 33,451 | -33.7% | 0.69% | -27.0% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $2,043,000 | -16.5% | 16,862 | -5.6% | 0.69% | -5.5% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $2,026,000 | -31.0% | 26,106 | -19.7% | 0.68% | -21.9% |
| MS | Buy | MORGAN STANLEY | $1,960,000 | +10.4% | 25,767 | +26.8% | 0.66% | +25.0% |
| WMT | Buy | WALMART INC | $1,936,000 | -11.8% | 15,923 | +8.0% | 0.65% | -0.2% |
| HON | Buy | HONEYWELL INTL INC | $1,937,000 | +4.3% | 11,144 | +16.7% | 0.65% | +18.1% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $1,931,000 | -6.6% | 58,305 | +6.9% | 0.65% | +5.7% |
| NVDA | Buy | NVIDIA CORPORATION | $1,924,000 | -31.2% | 12,691 | +23.7% | 0.65% | -22.1% |
| TGT | Buy | TARGET CORP | $1,874,000 | -6.1% | 13,271 | +41.1% | 0.63% | +6.4% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $1,741,000 | -7.2% | 22,673 | -5.9% | 0.59% | +5.0% |
| EFV | Sell | ISHARES TReafe value etf | $1,628,000 | -42.8% | 37,501 | -33.7% | 0.55% | -35.2% |
| CRM | Buy | SALESFORCE INC | $1,618,000 | -7.2% | 9,804 | +19.4% | 0.55% | +5.2% |
| EFG | Sell | ISHARES TReafe grwth etf | $1,442,000 | -41.3% | 17,916 | -29.8% | 0.49% | -33.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,428,000 | -10.4% | 2,980 | +7.7% | 0.48% | +1.7% |
| AMZN | Buy | AMAZON COM INC | $1,364,000 | -6.8% | 12,845 | +2760.8% | 0.46% | +5.5% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,293,000 | -20.7% | 7,341 | -4.4% | 0.44% | -10.3% |
| MUB | Buy | ISHARES TRnational mun etf | $1,138,000 | +7.5% | 10,699 | +10.8% | 0.38% | +21.9% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $1,099,000 | -55.4% | 22,182 | -52.8% | 0.37% | -49.5% |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $1,098,000 | -15.5% | 13,771 | -2.9% | 0.37% | -4.4% |
| CI | Buy | CIGNA CORP NEW | $1,060,000 | +15.2% | 4,024 | +4.8% | 0.36% | +30.3% |
| FB | Buy | META PLATFORMS INCcl a | $999,000 | -20.8% | 6,196 | +9.3% | 0.34% | -10.4% |
| ABBV | Sell | ABBVIE INC | $995,000 | -29.2% | 6,497 | -25.1% | 0.34% | -19.6% |
| DIS | Buy | DISNEY WALT CO | $990,000 | -17.1% | 10,484 | +20.4% | 0.33% | -6.2% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $988,000 | -49.0% | 14,450 | -38.2% | 0.33% | -42.4% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $985,000 | +2.8% | 10,248 | +6.0% | 0.33% | +16.5% |
| TSLA | Buy | TESLA INC | $948,000 | -36.3% | 1,407 | +1.9% | 0.32% | -27.8% |
| PANW | Sell | PALO ALTO NETWORKS INC | $945,000 | -27.3% | 1,914 | -8.3% | 0.32% | -17.6% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $927,000 | -12.5% | 22,248 | -3.1% | 0.31% | -0.6% |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $907,000 | +90600.0% | 12,693 | +105675.0% | 0.31% | – |
| AMGN | Buy | AMGEN INC | $891,000 | +7.5% | 3,661 | +6.7% | 0.30% | +21.5% |
| UBER | Buy | UBER TECHNOLOGIES INC | $887,000 | -15.1% | 43,330 | +47.9% | 0.30% | -3.9% |
| TMUS | Sell | T-MOBILE US INC | $785,000 | -19.0% | 5,834 | -22.8% | 0.26% | -8.3% |
| PKG | Sell | PACKAGING CORP AMER | $780,000 | -20.0% | 5,675 | -9.1% | 0.26% | -9.3% |
| TTD | Buy | THE TRADE DESK INC | $767,000 | -0.5% | 18,318 | +64.6% | 0.26% | +12.6% |
| SQ | Buy | BLOCK INCcl a | $762,000 | -35.8% | 12,401 | +41.8% | 0.26% | -27.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $695,000 | +6.8% | 319 | +36.3% | 0.23% | +20.6% |
| SHOP | New | SHOPIFY INCcl a | $694,000 | – | 22,216 | +100.0% | 0.23% | – |
| BDX | Buy | BECTON DICKINSON &CO | $659,000 | +7.2% | 2,673 | +15.6% | 0.22% | +21.3% |
| NKE | NIKE INCcl b | $654,000 | -24.0% | 6,400 | 0.0% | 0.22% | -13.7% | |
| CELH | CELSIUS HLDGS INC | $646,000 | +18.3% | 9,895 | 0.0% | 0.22% | +33.7% | |
| VGLT | Sell | VANGUARD SCOTTSDALE FDSlong term treas | $636,000 | -50.5% | 9,068 | -43.2% | 0.21% | -44.1% |
| NFLX | Buy | NETFLIX INC | $627,000 | -13.5% | 3,588 | +85.3% | 0.21% | -2.3% |
| Buy | WORLD GOLD TRspdr gld minis | $614,000 | +5.9% | 17,122 | +13.6% | 0.21% | +19.7% | |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $604,000 | -0.7% | 12,109 | +2.7% | 0.20% | +12.7% |
| MLPA | Buy | GLOBAL X FDSglbl x mlp etf | $603,000 | +1.9% | 16,365 | +11.4% | 0.20% | +15.3% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $584,000 | -20.3% | 4,293 | +3.0% | 0.20% | -9.6% |
| LEN | Sell | LENNAR CORPcl a | $546,000 | -30.3% | 7,742 | -19.7% | 0.18% | -21.0% |
| DGRO | Sell | ISHARES TRcore div grwth | $523,000 | -11.7% | 10,983 | -0.9% | 0.18% | 0.0% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $513,000 | -48.5% | 6,475 | -34.7% | 0.17% | -41.8% |
| AXP | Buy | AMERICAN EXPRESS CO | $451,000 | -24.2% | 3,255 | +2.4% | 0.15% | -14.1% |
| SLV | Buy | ISHARES SILVER TRishares | $440,000 | -4.6% | 23,626 | +17.2% | 0.15% | +8.0% |
| FSK | Buy | FS KKR CAP CORP | $415,000 | -3.7% | 21,393 | +13.4% | 0.14% | +9.4% |
| EQR | Buy | EQUITY RESIDENTIALsh ben int | $406,000 | -8.1% | 5,624 | +14.5% | 0.14% | +3.8% |
| AGNC | Buy | AGNC INVT CORP | $405,000 | +3.6% | 36,550 | +22.3% | 0.14% | +18.1% |
| NET | Buy | CLOUDFLARE INC | $403,000 | -54.2% | 9,218 | +25.5% | 0.14% | -48.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $403,000 | +2.8% | 1,475 | +32.9% | 0.14% | +16.2% |
| AFIN | Buy | THE NECESSITY RETAIL REIT IN | $385,000 | +11.3% | 52,843 | +20.6% | 0.13% | +26.2% |
| DLR | Buy | DIGITAL RLTY TR INC | $379,000 | +0.3% | 2,918 | +9.3% | 0.13% | +13.3% |
| TCPC | Buy | BLACKROCK TCP CAPITAL CORP | $375,000 | +1.4% | 29,903 | +15.6% | 0.13% | +14.5% |
| GBDC | Buy | GOLUB CAP BDC INC | $355,000 | -0.6% | 27,415 | +16.8% | 0.12% | +13.2% |
| AINV | Buy | APOLLO INVT CORP | $340,000 | -3.7% | 31,611 | +18.5% | 0.12% | +9.5% |
| Buy | PHILLIPS EDISON &CO INC | $341,000 | +30.7% | 10,195 | +34.1% | 0.12% | +47.4% | |
| WPC | Buy | WP CAREY INC | $338,000 | +18.2% | 4,082 | +15.2% | 0.11% | +34.1% |
| SUI | Buy | SUN CMNTYS INC | $338,000 | +6.0% | 2,119 | +16.4% | 0.11% | +20.0% |
| INVH | Buy | INVITATION HOMES INC | $330,000 | +2.8% | 9,264 | +16.1% | 0.11% | +15.6% |
| KKR | Buy | KKR &CO INC | $330,000 | -5.4% | 7,139 | +19.7% | 0.11% | +6.7% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $327,000 | +5.8% | 55,260 | +25.8% | 0.11% | +19.6% |
| NIO | Sell | NIO INCspon ads | $326,000 | -1.2% | 15,000 | -4.3% | 0.11% | +12.2% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $318,000 | +1.9% | 3,042 | +2.0% | 0.11% | +15.1% |
| O | Buy | REALTY INCOME CORP | $311,000 | +12.7% | 4,562 | +14.4% | 0.10% | +28.0% |
| PSA | Buy | PUBLIC STORAGE | $306,000 | -13.8% | 980 | +7.6% | 0.10% | -2.8% |
| KMI | Buy | KINDER MORGAN INC DEL | $303,000 | -0.3% | 18,058 | +12.2% | 0.10% | +12.1% |
| BX | Buy | BLACKSTONE INC | $303,000 | -19.8% | 3,317 | +11.5% | 0.10% | -9.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $295,000 | -15.5% | 135 | +8.0% | 0.10% | -4.8% |
| SPY | SPDR S&P 500 ETF TRtr unit | $292,000 | -16.3% | 773 | 0.0% | 0.10% | -5.8% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $284,000 | -17.0% | 1,678 | +0.7% | 0.10% | -5.9% |
| GNL | Buy | GLOBAL NET LEASE INC | $283,000 | +9.3% | 20,021 | +21.5% | 0.10% | +23.4% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $269,000 | -8.5% | 6,053 | +16.4% | 0.09% | +3.4% |
| PLD | Buy | PROLOGIS INC. | $268,000 | -16.5% | 2,278 | +14.6% | 0.09% | -6.2% |
| XLK | SELECT SECTOR SPDR TRtechnology | $224,000 | -20.0% | 1,761 | 0.0% | 0.08% | -8.4% | |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $225,000 | -15.4% | 9,646 | 0.0% | 0.08% | -3.8% | |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $209,000 | +2.0% | 4,420 | +2.1% | 0.07% | +14.8% |
| LLY | LILLY ELI &CO | $196,000 | +13.3% | 603 | 0.0% | 0.07% | +26.9% | |
| WRB | BERKLEY W R CORP | $197,000 | +2.6% | 2,887 | 0.0% | 0.07% | +15.8% | |
| MO | Sell | ALTRIA GROUP INC | $183,000 | -20.4% | 4,393 | -0.2% | 0.06% | -10.1% |
| GOGL | GOLDEN OCEAN GROUP LTD | $172,000 | -6.0% | 14,761 | 0.0% | 0.06% | +5.5% | |
| DVY | Sell | ISHARES TRselect divid etf | $170,000 | -11.0% | 1,443 | -3.2% | 0.06% | 0.0% |
| AON | AON PLC | $164,000 | -17.2% | 607 | 0.0% | 0.06% | -6.8% | |
| PM | PHILIP MORRIS INTL INC | $147,000 | +5.0% | 1,485 | 0.0% | 0.05% | +19.0% | |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $146,000 | -38.4% | 864 | -17.2% | 0.05% | -31.0% |
| TWLO | Sell | TWILIO INCcl a | $139,000 | -51.2% | 1,660 | -4.0% | 0.05% | -44.7% |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $137,000 | -3.5% | 2,662 | +3.2% | 0.05% | +9.5% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $137,000 | -1.4% | 2,990 | +3.1% | 0.05% | +12.2% |
| V | Buy | VISA INC | $131,000 | 0.0% | 666 | +12.9% | 0.04% | +12.8% |
| ABT | Sell | ABBOTT LABS | $127,000 | -14.2% | 1,168 | -6.5% | 0.04% | -2.3% |
| CAT | Sell | CATERPILLAR INC | $120,000 | -27.3% | 670 | -9.5% | 0.04% | -18.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $119,000 | +230.6% | 277 | +237.8% | 0.04% | +263.6% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $117,000 | -6.4% | 1,674 | 0.0% | 0.04% | +5.4% | |
| MRK | Buy | MERCK &CO INC | $116,000 | +16.0% | 1,269 | +4.0% | 0.04% | +30.0% |
| AEP | AMERICAN ELEC PWR CO INC | $114,000 | -4.2% | 1,188 | 0.0% | 0.04% | +8.6% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $109,000 | -14.8% | 347 | -2.8% | 0.04% | -2.6% |
| EMB | New | ISHARES TRjpmorgan usd emg | $108,000 | – | 1,263 | +100.0% | 0.04% | – |
| WM | WASTE MGMT INC DEL | $96,000 | -3.0% | 627 | 0.0% | 0.03% | +10.3% | |
| MCD | Buy | MCDONALDS CORP | $94,000 | +3.3% | 382 | +4.1% | 0.03% | +18.5% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $86,000 | -2.3% | 1,382 | -1.3% | 0.03% | +11.5% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $86,000 | -43.4% | 1,119 | -19.4% | 0.03% | -35.6% |
| XLF | SELECT SECTOR SPDR TRfinancial | $82,000 | -18.0% | 2,611 | 0.0% | 0.03% | -6.7% | |
| IWD | ISHARES TRrus 1000 val etf | $80,000 | -13.0% | 553 | 0.0% | 0.03% | 0.0% | |
| IWR | ISHARES TRrus mid cap etf | $76,000 | -16.5% | 1,169 | 0.0% | 0.03% | -3.7% | |
| LOW | Sell | LOWES COS INC | $76,000 | -15.6% | 436 | -1.6% | 0.03% | -3.7% |
| BA | Sell | BOEING CO | $76,000 | -63.8% | 557 | -49.3% | 0.03% | -58.7% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $71,000 | +4.4% | 990 | +11.2% | 0.02% | +20.0% |
| KR | KROGER CO | $69,000 | -16.9% | 1,449 | 0.0% | 0.02% | -8.0% | |
| ORCC | OWL ROCK CAPITAL CORPORATION | $64,000 | -16.9% | 5,201 | 0.0% | 0.02% | -4.3% | |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $61,000 | -43.5% | 11,559 | +1.1% | 0.02% | -34.4% |
| HSY | Buy | HERSHEY CO | $59,000 | +20.4% | 275 | +22.2% | 0.02% | +33.3% |
| LUV | Sell | SOUTHWEST AIRLS CO | $58,000 | -50.4% | 1,613 | -36.7% | 0.02% | -42.9% |
| TOL | TOLL BROTHERS INC | $60,000 | -4.8% | 1,350 | 0.0% | 0.02% | +5.3% | |
| DE | DEERE &CO | $60,000 | -27.7% | 200 | 0.0% | 0.02% | -20.0% | |
| FUTY | FIDELITY COVINGTON TRUSTmsci utils index | $56,000 | -6.7% | 1,250 | 0.0% | 0.02% | +5.6% | |
| LULU | Buy | LULULEMON ATHLETICA INC | $55,000 | -23.6% | 203 | +3.0% | 0.02% | -9.5% |
| ACM | Sell | AECOM | $52,000 | -35.8% | 800 | -23.8% | 0.02% | -25.0% |
| ED | CONSOLIDATED EDISON INC | $52,000 | 0.0% | 550 | 0.0% | 0.02% | +20.0% | |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $52,000 | -94.8% | 221 | -94.9% | 0.02% | -94.0% |
| NUE | NUCOR CORP | $50,000 | -29.6% | 477 | 0.0% | 0.02% | -19.0% | |
| ENPH | Sell | ENPHASE ENERGY INC | $51,000 | -17.7% | 259 | -15.1% | 0.02% | -5.6% |
| PYPL | Sell | PAYPAL HLDGS INC | $51,000 | -93.1% | 735 | -88.4% | 0.02% | -92.2% |
| RCL | Sell | ROYAL CARIBBEAN GROUP | $48,000 | -61.6% | 1,384 | -7.4% | 0.02% | -56.8% |
| ALB | Sell | ALBEMARLE CORP | $48,000 | -18.6% | 231 | -13.5% | 0.02% | -11.1% |
| AMP | Buy | AMERIPRISE FINL INC | $46,000 | -14.8% | 194 | +7.8% | 0.02% | 0.0% |
| IWF | ISHARES TRrus 1000 grw etf | $47,000 | -21.7% | 215 | 0.0% | 0.02% | -11.1% | |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $44,000 | -47.0% | 835 | -37.7% | 0.02% | -40.0% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $45,000 | -10.0% | 269 | -1.5% | 0.02% | 0.0% |
| NYCB | NEW YORK CMNTY BANCORP INC | $43,000 | -15.7% | 4,750 | 0.0% | 0.02% | 0.0% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $43,000 | -10.4% | 1,096 | +6.2% | 0.02% | +7.1% |
| HACK | ETF MANAGERS TRprime cybr scrty | $44,000 | -22.8% | 970 | 0.0% | 0.02% | -11.8% | |
| MMM | Buy | 3M CO | $43,000 | +126.3% | 330 | +153.8% | 0.02% | +150.0% |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INC | $45,000 | -26.2% | 163 | -13.8% | 0.02% | -16.7% |
| BRO | BROWN &BROWN INC | $42,000 | -19.2% | 720 | 0.0% | 0.01% | -6.7% | |
| AEE | AMEREN CORP | $38,000 | -5.0% | 425 | 0.0% | 0.01% | +8.3% | |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP | $39,000 | +8.3% | 524 | +21.9% | 0.01% | +18.2% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $40,000 | -23.1% | 155 | -11.4% | 0.01% | -13.3% |
| VEEV | Sell | VEEVA SYS INC | $39,000 | -15.2% | 198 | -9.2% | 0.01% | -7.1% |
| COP | Buy | CONOCOPHILLIPS | $38,000 | +5.6% | 425 | +16.8% | 0.01% | +18.2% |
| EHC | ENCOMPASS HEALTH CORP | $38,000 | -20.8% | 680 | 0.0% | 0.01% | -7.1% | |
| MRNA | Sell | MODERNA INC | $38,000 | -20.8% | 265 | -5.4% | 0.01% | -7.1% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $35,000 | -37.5% | 3,806 | -7.3% | 0.01% | -29.4% |
| CRUS | CIRRUS LOGIC INC | $36,000 | -14.3% | 500 | 0.0% | 0.01% | -7.7% | |
| GM | Sell | GENERAL MTRS CO | $35,000 | -39.7% | 1,098 | -17.0% | 0.01% | -29.4% |
| F | Buy | FORD MTR CO DEL | $37,000 | -27.5% | 3,354 | +10.5% | 0.01% | -20.0% |
| AVGO | Buy | BROADCOM INC | $37,000 | +12.1% | 77 | +48.1% | 0.01% | +20.0% |
| FDX | FEDEX CORP | $35,000 | 0.0% | 153 | 0.0% | 0.01% | +20.0% | |
| SHY | ISHARES TR1 3 yr treas bd | $34,000 | -2.9% | 416 | 0.0% | 0.01% | +10.0% | |
| DD | DUPONT DE NEMOURS INC | $33,000 | -23.3% | 587 | 0.0% | 0.01% | -15.4% | |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $32,000 | -37.3% | 344 | -9.2% | 0.01% | -26.7% |
| IUSG | ISHARES TRcore s&p us gwt | $33,000 | -21.4% | 393 | 0.0% | 0.01% | -15.4% | |
| NOW | New | SERVICENOW INC | $29,000 | – | 60 | +100.0% | 0.01% | – |
| GS | Sell | GOLDMAN SACHS GROUP INC | $30,000 | -72.2% | 101 | -69.0% | 0.01% | -68.8% |
| New | WARNER BROS DISCOVERY INC | $29,000 | – | 2,198 | +100.0% | 0.01% | – | |
| YETI | Sell | YETI HLDGS INC | $30,000 | -33.3% | 698 | -6.7% | 0.01% | -23.1% |
| EXC | EXELON CORP | $31,000 | -6.1% | 683 | 0.0% | 0.01% | 0.0% | |
| SPTS | SPDR SER TRportfolio sh tsr | $29,000 | 0.0% | 983 | 0.0% | 0.01% | +11.1% | |
| AOM | Sell | ISHARES TRmodert alloc etf | $29,000 | -32.6% | 744 | -26.5% | 0.01% | -23.1% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $31,000 | -31.1% | 245 | -26.0% | 0.01% | -23.1% |
| CMI | CUMMINS INC | $30,000 | -6.2% | 155 | 0.0% | 0.01% | 0.0% | |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $26,000 | -10.3% | 358 | -6.5% | 0.01% | 0.0% |
| RPM | Buy | RPM INTL INC | $28,000 | -3.4% | 362 | +0.6% | 0.01% | 0.0% |
| IBM | INTERNATIONAL BUSINESS MACHS | $28,000 | +7.7% | 200 | 0.0% | 0.01% | +12.5% | |
| INTC | Buy | INTEL CORP | $28,000 | -15.2% | 739 | +10.3% | 0.01% | -10.0% |
| TFC | TRUIST FINL CORP | $28,000 | -17.6% | 600 | 0.0% | 0.01% | -10.0% | |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $26,000 | -23.5% | 239 | -18.7% | 0.01% | -10.0% |
| CTVA | CORTEVA INC | $27,000 | -6.9% | 498 | 0.0% | 0.01% | 0.0% | |
| DTE | DTE ENERGY CO | $27,000 | -3.6% | 212 | 0.0% | 0.01% | +12.5% | |
| NVO | NOVO-NORDISK A Sadr | $23,000 | 0.0% | 205 | 0.0% | 0.01% | +14.3% | |
| GIS | GENERAL MLS INC | $25,000 | +8.7% | 335 | 0.0% | 0.01% | +14.3% | |
| UAL | UNITED AIRLS HLDGS INC | $23,000 | -25.8% | 660 | 0.0% | 0.01% | -11.1% | |
| PENN | Sell | PENN NATL GAMING INC | $23,000 | -36.1% | 750 | -11.8% | 0.01% | -27.3% |
| AOR | ISHARES TRgrwt allocat etf | $25,000 | -10.7% | 515 | 0.0% | 0.01% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $25,000 | -16.7% | 620 | 0.0% | 0.01% | -11.1% | |
| TRV | Buy | TRAVELERS COMPANIES INC | $24,000 | +9.1% | 143 | +19.2% | 0.01% | +14.3% |
| CARR | CARRIER GLOBAL CORPORATION | $23,000 | -23.3% | 650 | 0.0% | 0.01% | -11.1% | |
| ENB | New | ENBRIDGE INC | $21,000 | – | 498 | +100.0% | 0.01% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $20,000 | +33.3% | 39 | +30.0% | 0.01% | +75.0% |
| VICI | New | VICI PPTYS INC | $20,000 | – | 683 | +100.0% | 0.01% | – |
| IYW | ISHARES TRu.s. tech etf | $21,000 | -22.2% | 260 | 0.0% | 0.01% | -12.5% | |
| DAL | Buy | DELTA AIR LINES INC DEL | $20,000 | +25.0% | 700 | +75.0% | 0.01% | +40.0% |
| LIT | New | GLOBAL X FDSlithium btry etf | $22,000 | – | 300 | +100.0% | 0.01% | – |
| VGT | VANGUARD WORLD FDSinf tech etf | $21,000 | -19.2% | 63 | 0.0% | 0.01% | -12.5% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $21,000 | +5.0% | 277 | 0.0% | 0.01% | +16.7% | |
| ULTA | ULTA BEAUTY INC | $19,000 | -5.0% | 50 | 0.0% | 0.01% | 0.0% | |
| SQM | New | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $17,000 | – | 200 | +100.0% | 0.01% | – |
| TJX | TJX COS INC NEW | $17,000 | -5.6% | 300 | 0.0% | 0.01% | +20.0% | |
| IWB | ISHARES TRrus 1000 etf | $17,000 | -19.0% | 83 | 0.0% | 0.01% | 0.0% | |
| JBLU | Buy | JETBLUE AWYS CORP | $17,000 | +142.9% | 1,998 | +301.2% | 0.01% | +200.0% |
| GLD | SPDR GOLD TR | $17,000 | -5.6% | 102 | 0.0% | 0.01% | +20.0% | |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $17,000 | -22.7% | 400 | +33.3% | 0.01% | -14.3% |
| MD | MEDNAX INC | $14,000 | -6.7% | 650 | 0.0% | 0.01% | +25.0% | |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $14,000 | -22.2% | 143 | 0.0% | 0.01% | 0.0% | |
| KHC | Sell | KRAFT HEINZ CO | $16,000 | -27.3% | 423 | -25.8% | 0.01% | -28.6% |
| CCL | Buy | CARNIVAL CORP | $15,000 | -50.0% | 1,766 | +20.5% | 0.01% | -44.4% |
| VOO | Buy | VANGUARD INDEX FDS | $14,000 | +27.3% | 41 | +57.7% | 0.01% | +66.7% |
| CSX | Sell | CSX CORP | $16,000 | -42.9% | 550 | -26.7% | 0.01% | -37.5% |
| HEDJ | WISDOMTREE TReurope hedged eq | $15,000 | -11.8% | 225 | 0.0% | 0.01% | 0.0% | |
| AMC | AMC ENTMT HLDGS INC | $14,000 | -44.0% | 1,000 | 0.0% | 0.01% | -28.6% | |
| UNP | Buy | UNION PAC CORP | $16,000 | 0.0% | 76 | +26.7% | 0.01% | 0.0% |
| YOU | CLEAR SECURE INC | $14,000 | -26.3% | 700 | 0.0% | 0.01% | -16.7% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $15,000 | 0.0% | 135 | 0.0% | 0.01% | +25.0% | |
| BYD | Sell | BOYD GAMING CORP | $15,000 | -54.5% | 300 | -40.0% | 0.01% | -50.0% |
| UTL | UNITIL CORP | $16,000 | +14.3% | 280 | 0.0% | 0.01% | +25.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $14,000 | -33.3% | 500 | 0.0% | 0.01% | -16.7% | |
| SBUX | STARBUCKS CORP | $16,000 | -15.8% | 206 | 0.0% | 0.01% | -16.7% | |
| ISRG | INTUITIVE SURGICAL INC | $15,000 | -34.8% | 75 | 0.0% | 0.01% | -28.6% | |
| AOK | ISHARES TRconser alloc etf | $11,000 | -8.3% | 315 | 0.0% | 0.00% | 0.0% | |
| CLM | CORNERSTONE STRATEGIC VALUE | $13,000 | -38.1% | 1,470 | 0.0% | 0.00% | -33.3% | |
| CONSTELLATION ENERGY CORP | $13,000 | 0.0% | 227 | 0.0% | 0.00% | 0.0% | ||
| NYC | Buy | NEW YORK CITY REIT INC | $12,000 | -25.0% | 2,272 | +83.2% | 0.00% | -20.0% |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $13,000 | -43.5% | 1,153 | +7.8% | 0.00% | -42.9% |
| CHPT | CHARGEPOINT HOLDINGS INC | $11,000 | -31.2% | 800 | 0.0% | 0.00% | -20.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $12,000 | -20.0% | 30 | 0.0% | 0.00% | 0.0% | |
| EL | LAUDER ESTEE COS INCcl a | $13,000 | -7.1% | 50 | 0.0% | 0.00% | 0.0% | |
| CMS | CMS ENERGY CORP | $12,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% | |
| BRSP | New | BRIGHTSPIRE CAPITAL INC | $11,000 | – | 1,503 | +100.0% | 0.00% | – |
| MAS | MASCO CORP | $13,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $11,000 | -15.4% | 625 | 0.0% | 0.00% | 0.0% | |
| PNC | PNC FINL SVCS GROUP INC | $11,000 | -15.4% | 70 | 0.0% | 0.00% | 0.0% | |
| HES | HESS CORP | $11,000 | 0.0% | 100 | 0.0% | 0.00% | +33.3% | |
| PSX | PHILLIPS 66 | $13,000 | -7.1% | 157 | 0.0% | 0.00% | 0.0% | |
| PFG | New | PRINCIPAL FINANCIAL GROUP IN | $11,000 | – | 162 | +100.0% | 0.00% | – |
| RBB FD INCmotley fool gbl | $11,000 | -21.4% | 474 | 0.0% | 0.00% | 0.0% | ||
| AOA | ISHARES TRaggres alloc etf | $11,000 | -8.3% | 178 | 0.0% | 0.00% | 0.0% | |
| KLR | Sell | KALEYRA INC | $8,000 | -70.4% | 4,025 | -11.3% | 0.00% | -62.5% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $9,000 | -79.1% | 161 | -77.5% | 0.00% | -76.9% |
| Sell | RIVIAN AUTOMOTIVE INC | $8,000 | -50.0% | 300 | -4.8% | 0.00% | -40.0% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $8,000 | -27.3% | 67 | 0.0% | 0.00% | 0.0% | |
| FSTA | FIDELITY COVINGTON TRUSTconsmr staples | $8,000 | -11.1% | 195 | 0.0% | 0.00% | 0.0% | |
| UTF | COHEN &STEERS INFRASTRUCTUR | $10,000 | -9.1% | 388 | 0.0% | 0.00% | 0.0% | |
| STLD | STEEL DYNAMICS INC | $10,000 | -23.1% | 150 | 0.0% | 0.00% | -25.0% | |
| APTV | New | APTIV PLC | $9,000 | – | 100 | +100.0% | 0.00% | – |
| TIP | ISHARES TRtips bd etf | $9,000 | -10.0% | 83 | 0.0% | 0.00% | 0.0% | |
| BLL | BALL CORP | $9,000 | -18.2% | 125 | 0.0% | 0.00% | 0.0% | |
| AVA | AVISTA CORP | $10,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
| CONN | CONNS INC | $8,000 | -46.7% | 1,000 | 0.0% | 0.00% | -25.0% | |
| ETH | ETHAN ALLEN INTERIORS INC | $8,000 | -27.3% | 417 | 0.0% | 0.00% | 0.0% | |
| SYY | SYSCO CORP | $8,000 | 0.0% | 100 | 0.0% | 0.00% | +50.0% | |
| DKS | DICKS SPORTING GOODS INC | $8,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $9,000 | -99.6% | 174 | -99.5% | 0.00% | -99.5% |
| PEAK | HEALTHPEAK PROPERTIES INC | $9,000 | -25.0% | 360 | 0.0% | 0.00% | -25.0% | |
| CP | New | CANADIAN PAC RY LTD | $10,000 | – | 144 | +100.0% | 0.00% | – |
| XBI | SPDR SER TRs&p biotech | $10,000 | -16.7% | 132 | 0.0% | 0.00% | -25.0% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $8,000 | -46.7% | 85 | -39.7% | 0.00% | -25.0% |
| TWTR | Sell | TWITTER INC | $9,000 | -50.0% | 230 | -50.0% | 0.00% | -40.0% |
| MU | Sell | MICRON TECHNOLOGY INC | $8,000 | -38.5% | 150 | -11.8% | 0.00% | -25.0% |
| ARKQ | ARK ETF TRautnmus technlgy | $8,000 | -27.3% | 169 | 0.0% | 0.00% | 0.0% | |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $10,000 | -44.4% | 76 | -20.8% | 0.00% | -40.0% |
| EFA | ISHARES TRmsci eafe etf | $9,000 | -10.0% | 138 | 0.0% | 0.00% | 0.0% | |
| CNK | CINEMARK HLDGS INC | $8,000 | -11.1% | 500 | 0.0% | 0.00% | 0.0% | |
| IQI | INVESCO QUALITY MUN INCOME T | $8,000 | 0.0% | 750 | 0.0% | 0.00% | +50.0% | |
| NFJ | VIRTUS DIVIDEND INTEREST &P | $6,000 | -25.0% | 537 | 0.0% | 0.00% | 0.0% | |
| AMAT | APPLIED MATLS INC | $7,000 | -30.0% | 75 | 0.0% | 0.00% | -33.3% | |
| BBBY | BED BATH &BEYOND INC | $5,000 | -78.3% | 1,000 | 0.0% | 0.00% | -71.4% | |
| BIIB | BIOGEN INC | $6,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $7,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
| CBRE | CBRE GROUP INCcl a | $7,000 | -22.2% | 100 | 0.0% | 0.00% | -33.3% | |
| CHRW | C H ROBINSON WORLDWIDE INC | $5,000 | 0.0% | 45 | 0.0% | 0.00% | +100.0% | |
| CRH | CRH PLCadr | $7,000 | -12.5% | 200 | 0.0% | 0.00% | 0.0% | |
| CFG | CITIZENS FINL GROUP INC | $7,000 | -22.2% | 200 | 0.0% | 0.00% | -33.3% | |
| DTM | DT MIDSTREAM INC | $5,000 | -16.7% | 106 | 0.0% | 0.00% | 0.0% | |
| DBRG | Sell | DIGITALBRIDGE GROUP INC | $5,000 | -44.4% | 1,000 | -16.7% | 0.00% | -33.3% |
| ONEQ | FIDELITY COMWLTH TR | $5,000 | -16.7% | 110 | 0.0% | 0.00% | 0.0% | |
| FGD | Sell | FIRST TR EXCHANGE TRADED FDdj glbl divid | $6,000 | -76.9% | 273 | -73.7% | 0.00% | -75.0% |
| GILD | Buy | GILEAD SCIENCES INC | $7,000 | +133.3% | 107 | +101.9% | 0.00% | +100.0% |
| DIV | Sell | GLOBAL X FDSglobx supdv us | $6,000 | -73.9% | 310 | -71.4% | 0.00% | -71.4% |
| HTGC | HERCULES CAPITAL INC | $5,000 | -28.6% | 392 | 0.0% | 0.00% | 0.0% | |
| RYJ | INVESCO EXCHANGE TRADED FD Trymnd jms sb 1 | $6,000 | -14.3% | 110 | 0.0% | 0.00% | 0.0% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $5,000 | -64.3% | 120 | -62.5% | 0.00% | -50.0% |
| IYR | ISHARES TRu.s. real es etf | $5,000 | 0.0% | 50 | 0.0% | 0.00% | +100.0% | |
| IGIB | ISHARES TR | $7,000 | -12.5% | 140 | 0.0% | 0.00% | 0.0% | |
| Sell | LUCID GROUP INC | $5,000 | -44.4% | 300 | -14.3% | 0.00% | -33.3% | |
| MAXR | MAXAR TECHNOLOGIES INC | $7,000 | -36.4% | 284 | 0.0% | 0.00% | -33.3% | |
| MET | METLIFE INC | $6,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| NEM | NEWMONT CORP | $6,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NVAX | NOVAVAX INC | $5,000 | -28.6% | 90 | 0.0% | 0.00% | 0.0% | |
| PXD | New | PIONEER NAT RES CO | $5,000 | – | 21 | +100.0% | 0.00% | – |
| RJF | RAYMOND JAMES FINL INC | $7,000 | -12.5% | 75 | 0.0% | 0.00% | 0.0% | |
| RIOT | RIOT BLOCKCHAIN INC | $5,000 | -80.0% | 1,200 | 0.0% | 0.00% | -71.4% | |
| ROST | ROSS STORES INC | $6,000 | -14.3% | 80 | 0.0% | 0.00% | 0.0% | |
| WDIV | Sell | SPDR INDEX SHS FDSs&p glbdiv etf | $6,000 | -77.8% | 103 | -74.1% | 0.00% | -75.0% |
| EDIV | Sell | SPDR INDEX SHS FDSs&p em mkt div | $5,000 | -73.7% | 178 | -72.4% | 0.00% | -66.7% |
| JNK | SPDR SER TRbloomberg high y | $7,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| BIL | SPDR SER TRbloomberg 1-3 mo | $5,000 | 0.0% | 59 | 0.0% | 0.00% | +100.0% | |
| SLB | SCHLUMBERGER LTD | $5,000 | -16.7% | 150 | 0.0% | 0.00% | 0.0% | |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $5,000 | -79.2% | 40 | -69.0% | 0.00% | -71.4% |
| SIRI | SIRIUS XM HOLDINGS INC | $5,000 | 0.0% | 750 | 0.0% | 0.00% | +100.0% | |
| SU | New | SUNCOR ENERGY INC NEW | $5,000 | – | 145 | +100.0% | 0.00% | – |
| BLD | TOPBUILD CORP | $5,000 | 0.0% | 27 | 0.0% | 0.00% | +100.0% | |
| ESPO | New | VANECK ETF TRUSTvideo gmng esprt | $5,000 | – | 100 | +100.0% | 0.00% | – |
| WFC | WELLS FARGO CO NEW | $6,000 | -14.3% | 151 | 0.0% | 0.00% | 0.0% | |
| WYNN | WYNN RESORTS LTD | $6,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FNCL | FIDELITY COVINGTON TRUSTmsci finls idx | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| UA | Buy | UNDER ARMOUR INCcl c | $2,000 | 0.0% | 250 | +66.7% | 0.00% | 0.0% |
| UL | UNILEVER PLCspon adr new | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| FMC | New | FMC CORP | $3,000 | – | 31 | +100.0% | 0.00% | – |
| PH | New | PARKER-HANNIFIN CORP | $3,000 | – | 11 | +100.0% | 0.00% | – |
| EMR | New | EMERSON ELEC CO | $3,000 | – | 37 | +100.0% | 0.00% | – |
| USM | UNITED STATES CELLULAR CORP | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| ETW | EATON VANCE TAX-MANAGED GLOB | $2,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
| EMN | New | EASTMAN CHEM CO | $3,000 | – | 28 | +100.0% | 0.00% | – |
| VFC | New | V F CORP | $2,000 | – | 46 | +100.0% | 0.00% | – |
| ARKF | ARK ETF TRfintech innova | $3,000 | -50.0% | 206 | 0.0% | 0.00% | -50.0% | |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $3,000 | -76.9% | 114 | -73.1% | 0.00% | -75.0% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| JETS | New | ETF SER SOLUTIONSus glb jets | $2,000 | – | 100 | +100.0% | 0.00% | – |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $3,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| New | DRAFTKINGS INC NEW | $4,000 | – | 300 | +100.0% | 0.00% | – | |
| NUAG | NUSHARES ETF TRnuveen enhnc yld | $3,000 | -25.0% | 156 | 0.0% | 0.00% | 0.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $3,000 | -25.0% | 40 | 0.0% | 0.00% | 0.0% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| DVN | DEVON ENERGY CORP NEW | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC | $2,000 | -33.3% | 20 | 0.0% | 0.00% | 0.0% | |
| PLUG | PLUG POWER INC | $4,000 | -33.3% | 225 | 0.0% | 0.00% | -50.0% | |
| WISH | Sell | CONTEXTLOGIC INC | $2,000 | 0.0% | 1,000 | -7.0% | 0.00% | 0.0% |
| RING | ISHARES INCmsci gbl gold mn | $2,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| ARKK | Sell | ARK ETF TRinnovation etf | $3,000 | -75.0% | 79 | -55.9% | 0.00% | -75.0% |
| CLFD | CLEARFIELD INC | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| ITA | ISHARES TRus aer def etf | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| TLH | ISHARES TR10-20 yr trs etf | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| GBF | ISHARES TRgov/cred bd etf | $3,000 | -25.0% | 32 | 0.0% | 0.00% | 0.0% | |
| TAST | CARROLS RESTAURANT GROUP INC | $2,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| XLC | SELECT SECTOR SPDR TR | $3,000 | -25.0% | 60 | 0.0% | 0.00% | 0.0% | |
| CGC | New | CANOPY GROWTH CORP | $3,000 | – | 1,210 | +100.0% | 0.00% | – |
| REZ | ISHARES TRresidential mult | $3,000 | -25.0% | 41 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES TRishares biotech | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP | $2,000 | -33.3% | 102 | 0.0% | 0.00% | 0.0% | |
| RA | BROOKFIELD REAL ASSETS INCOM | $4,000 | -20.0% | 235 | 0.0% | 0.00% | 0.0% | |
| VRSN | VERISIGN INC | $3,000 | -25.0% | 20 | 0.0% | 0.00% | 0.0% | |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $3,000 | -75.0% | 33 | -71.1% | 0.00% | -75.0% |
| LQD | ISHARES TRiboxx inv cp etf | $3,000 | -25.0% | 29 | 0.0% | 0.00% | 0.0% | |
| RBLX | Buy | ROBLOX CORPcl a | $2,000 | +100.0% | 60 | +100.0% | 0.00% | – |
| BLK | New | BLACKROCK INC | $2,000 | – | 4 | +100.0% | 0.00% | – |
| VIPS | New | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $2,000 | – | 200 | +100.0% | 0.00% | – |
| CB | CHUBB LIMITED | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| IONS | IONIS PHARMACEUTICALS INC | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| MLCO | MELCO RESORTS AND ENTMNT LTDadr | $3,000 | -25.0% | 500 | 0.0% | 0.00% | 0.0% | |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $2,000 | – | 43 | +616.7% | 0.00% | – |
| VVR | INVESCO SR INCOME TR | $4,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $3,000 | – | 32 | +100.0% | 0.00% | – |
| IHG | INTERCONTINENTAL HOTELS GROUsponsored ads | $2,000 | -33.3% | 37 | 0.0% | 0.00% | 0.0% | |
| BYND | BEYOND MEAT INC | $2,000 | -50.0% | 75 | 0.0% | 0.00% | 0.0% | |
| SAVE | SPIRIT AIRLS INC | $3,000 | +50.0% | 105 | 0.0% | 0.00% | 0.0% | |
| ROK | New | ROCKWELL AUTOMATION INC | $3,000 | – | 13 | +100.0% | 0.00% | – |
| STAG | Buy | STAG INDL INC | $2,000 | 0.0% | 60 | +50.0% | 0.00% | 0.0% |
| MMC | Buy | MARSH &MCLENNAN COS INC | $3,000 | +50.0% | 17 | +41.7% | 0.00% | 0.0% |
| STT | New | STATE STR CORP | $3,000 | – | 42 | +100.0% | 0.00% | – |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $4,000 | -63.6% | 63 | -61.1% | 0.00% | -66.7% |
| WDAY | Sell | WORKDAY INCcl a | $3,000 | -99.5% | 18 | -99.3% | 0.00% | -99.4% |
| INFY | INFOSYS LTDsponsored adr | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ASAN | Sell | ASANA INCcl a | $3,000 | -94.1% | 175 | -86.4% | 0.00% | -93.3% |
| NVS | New | NOVARTIS AGsponsored adr | $3,000 | – | 39 | +100.0% | 0.00% | – |
| WH | WYNDHAM HOTELS &RESORTS INC | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| MDT | New | MEDTRONIC PLC | $3,000 | – | 29 | +100.0% | 0.00% | – |
| ARKG | ARK ETF TRgenomic rev etf | $3,000 | -40.0% | 107 | 0.0% | 0.00% | 0.0% | |
| AAL | Sell | AMERICAN AIRLS GROUP INC | $3,000 | -84.2% | 245 | -76.6% | 0.00% | -83.3% |
| SYF | SYNCHRONY FINANCIAL | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| OXYWS | Sell | OCCIDENTAL PETE CORP*w exp 08/03/202 | $2,000 | 0.0% | 55 | -16.7% | 0.00% | 0.0% |
| ZION | ZIONS BANCORPORATION N A | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ROKT | SPDR SER TRs&p kensho final | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| Sell | ORION OFFICE REIT INC | $2,000 | -33.3% | 204 | -18.1% | 0.00% | 0.0% | |
| YOLO | ADVISORSHARES TRpure cannabis | $2,000 | -33.3% | 300 | 0.0% | 0.00% | 0.0% | |
| ACN | New | ACCENTURE PLC IRELAND | $4,000 | – | 13 | +100.0% | 0.00% | – |
| MP | MP MATERIALS CORP | $2,000 | -50.0% | 70 | 0.0% | 0.00% | 0.0% | |
| PAVE | GLOBAL X FDSus infr dev etf | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $3,000 | – | 7 | +100.0% | 0.00% | – |
| LIN | New | LINDE PLC | $3,000 | – | 12 | +100.0% | 0.00% | – |
| TXRH | TEXAS ROADHOUSE INC | $2,000 | -33.3% | 30 | 0.0% | 0.00% | 0.0% | |
| GSK | Sell | GSK PLCsponsored adr | $2,000 | -33.3% | 48 | -26.2% | 0.00% | 0.0% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $4,000 | – | 7 | +100.0% | 0.00% | – |
| MTB | New | M &T BK CORP | $3,000 | – | 17 | +100.0% | 0.00% | – |
| DGX | QUEST DIAGNOSTICS INC | $3,000 | -25.0% | 26 | 0.0% | 0.00% | 0.0% | |
| Sell | GENERAL ELECTRIC CO | $2,000 | -93.5% | 37 | -89.0% | 0.00% | -88.9% | |
| ARKW | ARK ETF TRnext gnrtn inter | $3,000 | -50.0% | 68 | 0.0% | 0.00% | -50.0% | |
| SABR | SABRE CORP | $2,000 | -33.3% | 300 | 0.0% | 0.00% | 0.0% | |
| 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% | |
| TSP | TUSIMPLE HLDGS INCcl a | $4,000 | -33.3% | 500 | 0.0% | 0.00% | -50.0% | |
| FOXA | FOX CORP | $4,000 | -20.0% | 130 | 0.0% | 0.00% | 0.0% | |
| FRGI | FIESTA RESTAURANT GROUP INC | $4,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $4,000 | – | 30 | +100.0% | 0.00% | – |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $4,000 | -20.0% | 165 | 0.0% | 0.00% | 0.0% | |
| SRE | SEMPRA | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| SRS | PROSHARES TRultsht real est | $0 | – | 2 | 0.0% | 0.00% | – | |
| NWS | NEWS CORP NEWcl b | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| NWSA | NEWS CORP NEWcl a | $1,000 | -50.0% | 85 | 0.0% | 0.00% | -100.0% | |
| QS | Sell | QUANTUMSCAPE CORP | $1,000 | -66.7% | 140 | -6.7% | 0.00% | -100.0% |
| NBSE | NEUBASE THERAPEUTICS INC | $0 | – | 250 | 0.0% | 0.00% | – | |
| ZNGA | Exit | ZYNGA INCcl a | $0 | – | -95 | -100.0% | 0.00% | – |
| MTNB | MATINAS BIOPHARMA HLDGS INC | $1,000 | 0.0% | 650 | 0.0% | 0.00% | – | |
| TPIC | Exit | TPI COMPOSITES INC | $0 | – | -20 | -100.0% | 0.00% | – |
| RKT | ROCKET COS INC | $1,000 | -50.0% | 150 | 0.0% | 0.00% | -100.0% | |
| RMO | ROMEO POWER INC | $0 | – | 22 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC | $1,000 | 0.0% | 116 | 0.0% | 0.00% | – | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| LPX | LOUISIANA PAC CORP | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| SLYV | SPDR SER TRs&p 600 smcp val | $0 | – | 6 | 0.0% | 0.00% | – | |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $0 | – | 35 | 0.0% | 0.00% | – | |
| LH | LABORATORY CORP AMER HLDGS | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| LI | LI AUTO INCsponsored ads | $0 | – | 1 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC | $0 | – | 20 | 0.0% | 0.00% | – | ||
| KSS | KOHLS CORP | $1,000 | -50.0% | 30 | 0.0% | 0.00% | -100.0% | |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $1,000 | -87.5% | 22 | -88.9% | 0.00% | -100.0% |
| KLAC | KLA CORP | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| JUPW | New | JUPITER WELLNESS INC | $0 | – | 100 | +100.0% | 0.00% | – |
| NKLA | NIKOLA CORP | $0 | – | 42 | 0.0% | 0.00% | – | |
| SPG | SIMON PPTY GROUP INC NEW | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $1,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
| PEY | New | INVESCO EXCHANGE TRADED FD Thig yld eq div | $0 | – | 4 | +100.0% | 0.00% | – |
| IIPR | INNOVATIVE INDL PPTYS INC | $1,000 | -50.0% | 9 | 0.0% | 0.00% | -100.0% | |
| INO | INOVIO PHARMACEUTICALS INC | $0 | -100.0% | 250 | 0.0% | 0.00% | – | |
| IMRN | IMMURON LTDsponsored adr | $0 | – | 100 | 0.0% | 0.00% | – | |
| HA | HAWAIIAN HOLDINGS INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| HIG | HARTFORD FINL SVCS GROUP INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| HAIN | HAIN CELESTIAL GROUP INC | $1,000 | -50.0% | 60 | 0.0% | 0.00% | -100.0% | |
| GNLN | GREENLANE HLDGS INCcl a | $0 | – | 50 | 0.0% | 0.00% | – | |
| GEVO | GEVO INC | $1,000 | -50.0% | 423 | 0.0% | 0.00% | -100.0% | |
| TLRY | TILRAY BRANDS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| TNL | TRAVEL PLUS LEISURE CO | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INCcl a | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| EXR | EXTRA SPACE STORAGE INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| EPR | New | EPR PPTYS | $1,000 | – | 16 | +100.0% | 0.00% | – |
| DBX | DROPBOX INCcl a | $0 | – | 10 | 0.0% | 0.00% | – | |
| DSL | DOUBLELINE INCOME SOLUTIONS | $0 | – | 3 | 0.0% | 0.00% | – | |
| DISH | DISH NETWORK CORPORATIONcl a | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| DAN | DANA INC | $0 | – | 20 | 0.0% | 0.00% | – | |
| COIN | Sell | COINBASE GLOBAL INC | $1,000 | -94.7% | 25 | -74.5% | 0.00% | -100.0% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| CLSK | CLEANSPARK INC | $0 | – | 31 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO | $0 | – | 13 | 0.0% | 0.00% | – | |
| CRNC | CERENCE INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| COF | CAPITAL ONE FINL CORP | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| CCD | CALAMOS DYNAMIC CONV &INCOM | $0 | – | 5 | 0.0% | 0.00% | – | |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,000 | 0.0% | 14 | 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% | – | |
| VTRS | Sell | VIATRIS INC | $1,000 | 0.0% | 92 | -2.1% | 0.00% | – |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| BB | BLACKBERRY LTD | $0 | – | 9 | 0.0% | 0.00% | – | |
| ADMA | ADMA BIOLOGICS INC | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $1,000 | 0.0% | 37 | -42.2% | 0.00% | – |
| BNGO | BIONANO GENOMICS INC | $0 | – | 60 | 0.0% | 0.00% | – | |
| BIO | BIO RAD LABS INCcl a | $0 | -100.0% | 1 | 0.0% | 0.00% | – | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| BK | BANK NEW YORK MELLON CORP | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| CX | Exit | CEMEX SAB DE CVspon adr new | $0 | – | -204 | -100.0% | 0.00% | – |
| ATNX | ATHENEX INC | $0 | – | 400 | 0.0% | 0.00% | – | |
| WMB | WILLIAMS COS INC | $1,000 | -50.0% | 45 | 0.0% | 0.00% | -100.0% | |
| WSM | WILLIAMS SONOMA INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $0 | – | 9 | 0.0% | 0.00% | – | |
| WRAP | WRAP TECHNOLOGIES INC | $0 | -100.0% | 200 | 0.0% | 0.00% | – | |
| XL | XL FLEET CORP | $0 | – | 50 | 0.0% | 0.00% | – | |
| ZIMVIE INC | $0 | – | 1 | 0.0% | 0.00% | – | ||
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,000 | -50.0% | 12 | 0.0% | 0.00% | -100.0% | |
| ALL | ALLSTATE CORP | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| ZY | ZYMERGEN INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| BAMR | Sell | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $0 | – | 2 | -33.3% | 0.00% | – |
| DLO | DLOCAL LTD | $1,000 | -50.0% | 50 | 0.0% | 0.00% | -100.0% | |
| RISKIFIED LTD | $0 | – | 35 | 0.0% | 0.00% | – | ||
| AFL | AFLAC INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| EAGG | Exit | ISHARES TResg awr us agrgt | $0 | – | -1 | -100.0% | 0.00% | – |
| HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -10 | -100.0% | 0.00% | – |
| WAB | Exit | WABTEC | $0 | – | -13 | -100.0% | 0.00% | – |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $1,000 | 0.0% | 135 | 0.0% | 0.00% | – | |
| PPL | PPL CORP | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| PJT | PJT PARTNERS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| PTON | Buy | PELOTON INTERACTIVE INC | $1,000 | -50.0% | 100 | +25.0% | 0.00% | -100.0% |
| OGN | ORGANON &CO | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| ON | ON SEMICONDUCTOR CORP | $1,000 | -50.0% | 25 | 0.0% | 0.00% | -100.0% | |
| OMC | OMNICOM GROUP INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| OXY | Sell | OCCIDENTAL PETE CORP | $1,000 | -88.9% | 20 | -87.3% | 0.00% | -100.0% |
| TROW | PRICE T ROWE GROUP INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| S | Exit | SENTINELONE INCcl a | $0 | – | -65 | -100.0% | -0.00% | – |
| EUFN | Exit | ISHARES TRmsci euro fl etf | $0 | – | -260 | -100.0% | -0.00% | – |
| EWJ | Exit | ISHARES INCmsci jpn etf new | $0 | – | -52 | -100.0% | -0.00% | – |
| BXMT | Exit | BLACKSTONE MTG TR INC | $0 | – | -145 | -100.0% | -0.00% | – |
| CLIX | Exit | PROSHARES TRlong online shrt | $0 | – | -40 | -100.0% | -0.00% | – |
| CIBR | Exit | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $0 | – | -75 | -100.0% | -0.00% | – |
| Exit | WALLBOX NV | $0 | – | -200 | -100.0% | -0.00% | – | |
| PBCT | Exit | PEOPLES UNITED FINANCIAL INC | $0 | – | -150 | -100.0% | -0.00% | – |
| SAP | Exit | SAP SEspon adr | $0 | – | -15 | -100.0% | -0.00% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -123 | -100.0% | -0.00% | – |
| PICK | Exit | ISHARES INCmsci gbl etf new | $0 | – | -140 | -100.0% | -0.00% | – |
| Exit | INVENTRUST PPTYS CORP | $0 | – | -312 | -100.0% | -0.00% | – | |
| PNQI | Exit | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $0 | – | -54 | -100.0% | -0.00% | – |
| IYF | Exit | ISHARES TRu.s. finls etf | $0 | – | -109 | -100.0% | -0.00% | – |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -460 | -100.0% | -0.00% | – |
| AFRM | Exit | AFFIRM HLDGS INC | $0 | – | -240 | -100.0% | -0.00% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -133 | -100.0% | -0.00% | – |
| HTRB | Exit | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $0 | – | -442 | -100.0% | -0.01% | – |
| IXC | Exit | ISHARES TRglobal energ etf | $0 | – | -472 | -100.0% | -0.01% | – |
| EZU | Exit | ISHARES INCmsci eurzone etf | $0 | – | -378 | -100.0% | -0.01% | – |
| MGP | Exit | MGM GROWTH PPTYS LLC | $0 | – | -500 | -100.0% | -0.01% | – |
| SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -890 | -100.0% | -0.01% | – |
| XLG | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $0 | – | -107 | -100.0% | -0.01% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -680 | -100.0% | -0.01% | – |
| WSBC | Exit | WESBANCO INC | $0 | – | -2,735 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.
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.