$133 Million is the total value of LIBERTY WEALTH MANAGEMENT LLC's 797 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 33.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FDD | Buy | FIRST TR STOXX EUROPEAN SELECT DIVID INDEX FD COMMON SHS | $23,108,000 | +8.7% | 1,801,150 | +1.1% | 17.40% | +9.7% |
| XLF | Buy | SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEXsbi int-finl | $21,418,000 | +8.6% | 833,091 | +0.6% | 16.13% | +9.6% |
| AAPL | Sell | APPLE INC COM | $8,373,000 | +19.8% | 44,081 | -0.5% | 6.30% | +21.0% |
| FLQE | Buy | FRANKLIN TEMPLETON ETF TR LIBERTYQ EMERGlibertyq emerg | $4,670,000 | +5.6% | 157,460 | +0.5% | 3.52% | +6.6% |
| CVX | Sell | CHEVRON CORP NEW COM | $4,124,000 | +10.9% | 33,481 | -2.1% | 3.11% | +12.0% |
| IVV | Buy | ISHARES CORE S&P 500 ETFcore s&p500 etf | $4,097,000 | +30.0% | 14,399 | +15.0% | 3.08% | +31.3% |
| VTI | Buy | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFtotal stk mkt | $3,023,000 | +17.1% | 20,894 | +3.3% | 2.28% | +18.2% |
| VOO | Sell | VANGUARD INDEX FDS FORMERLY VANGUARD INDEX TR | $2,818,000 | +12.9% | 10,858 | -0.0% | 2.12% | +14.0% |
| KO | Sell | COCA COLA CO | $2,264,000 | -2.8% | 48,322 | -1.8% | 1.70% | -1.8% |
| MSFT | Sell | MICROSOFT CORP | $1,990,000 | +11.8% | 16,877 | -3.7% | 1.50% | +13.0% |
| EFA | Sell | ISHARES MSCI EAFE ETFmsci eafe etf | $1,724,000 | +9.7% | 26,594 | -0.6% | 1.30% | +10.8% |
| NEAR | Buy | ISHARES US ETF TR SHT MAT BD ETFsht mat bd etf | $1,481,000 | +5.3% | 29,490 | +4.5% | 1.12% | +6.4% |
| LQD | Buy | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETFiboxx inv cp etf | $1,151,000 | +7.9% | 9,673 | +2.3% | 0.87% | +8.9% |
| VGT | Buy | VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETFinf tech etf | $1,145,000 | +20.3% | 5,710 | +0.0% | 0.86% | +21.4% |
| IEFA | Buy | ISHARES TRUST CORE MSCI EAFE ETFcore msci eafe | $1,096,000 | +37.3% | 18,038 | +24.3% | 0.82% | +38.7% |
| GOVT | Buy | ISHARES TR US TREAS BD ETFus treas bd etf | $959,000 | +184.6% | 37,997 | +177.6% | 0.72% | +187.6% |
| VB | Sell | VANGUARD INDEX FDS VANGUARD SMALLsmall cp etf | $891,000 | +14.7% | 5,834 | -1.0% | 0.67% | +15.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC COMcl b new | $821,000 | +1.4% | 4,087 | +3.0% | 0.62% | +2.3% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKET ETFftse dev mkt etf | $801,000 | +11.4% | 19,611 | +1.1% | 0.60% | +12.5% |
| IGIB | Buy | ISHARES TR INTRM TR CRP ETFintrm tr crp etf | $772,000 | +22.7% | 14,014 | +16.6% | 0.58% | +23.9% |
| VTV | Sell | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TRvalue etf | $734,000 | +6.7% | 6,822 | -3.0% | 0.55% | +7.8% |
| VFH | Buy | VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERSfinancials etf | $725,000 | +8.9% | 11,235 | +0.0% | 0.55% | +9.9% |
| VUG | Buy | VANGUARD INDEX FDS VANGUARD GROWTH ETFgrowth etf | $691,000 | +17.3% | 4,419 | +0.7% | 0.52% | +18.5% |
| IXN | Buy | ISHARES GLOBAL TECH ETFglobal tech etf | $691,000 | +49.2% | 4,042 | +25.7% | 0.52% | +50.7% |
| T | Buy | AT&T INC COM | $680,000 | +13.0% | 21,701 | +2.7% | 0.51% | +14.0% |
| CSCO | Sell | CISCO SYS INC COM | $652,000 | +8.7% | 12,077 | -12.8% | 0.49% | +9.8% |
| CLX | Sell | CLOROX CO COM USD1.00 | $649,000 | +3.8% | 4,049 | -0.2% | 0.49% | +4.9% |
| ITOT | New | ISHARES CORE S&P TOTAL US STOCK MARKET ETFcore s&p ttl stk | $639,000 | – | 9,936 | +100.0% | 0.48% | – |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC COM | $627,000 | +29.5% | 3,930 | +6.3% | 0.47% | +30.7% |
| XLNX | Buy | XILINX INC | $606,000 | +60.3% | 4,784 | +7.6% | 0.46% | +61.7% |
| VEU | Buy | VANGUARD INTL EQUITY INDEXallwrld ex us | $599,000 | +10.1% | 11,951 | +0.0% | 0.45% | +11.1% |
| TLT | Sell | ISHARES20 yr tr bd etf | $599,000 | -81.9% | 4,741 | -82.6% | 0.45% | -81.7% |
| EMB | Buy | ISHARES TR JP MOR EM MK ETFjpmorgan usd emg | $577,000 | +17.3% | 5,248 | +10.7% | 0.44% | +18.5% |
| GCC | WISDOMTREE CONTINUOUS COMMODIT SHS BEN INT | $571,000 | +2.7% | 31,728 | 0.0% | 0.43% | +3.6% | |
| FB | Buy | FACEBOOK INC-CLASS Acl a | $556,000 | +39.7% | 3,338 | +9.9% | 0.42% | +41.1% |
| IAU | Buy | ISHARES GOLD TRUST ISHARESishares | $552,000 | +3.2% | 44,598 | +2.3% | 0.42% | +4.3% |
| VV | VANGUARD INDEX FDS VANGUARD LARGE CAP VIPERSlarge cap etf | $529,000 | +13.0% | 4,082 | 0.0% | 0.40% | +14.0% | |
| VHT | Buy | VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERShealth car etf | $511,000 | +7.6% | 2,968 | +0.2% | 0.38% | +8.8% |
| DIS | Buy | DISNEY WALT CO | $498,000 | +6.2% | 4,494 | +5.0% | 0.38% | +7.1% |
| EFAV | ISHARES EDGE MSCI MIN VOL EAFE ETFmin vol eafe etf | $491,000 | +7.9% | 6,831 | 0.0% | 0.37% | +9.1% | |
| AMZN | Sell | AMAZON.COM INC | $473,000 | +5.3% | 266 | -11.0% | 0.36% | +6.3% |
| USMV | Buy | ISHARES EDGE MSCI MIN VOL USA ETFmin vol usa etf | $468,000 | +43.1% | 7,974 | +27.4% | 0.35% | +44.3% |
| BAC | Sell | BANK OF AMERICA CORP | $463,000 | -16.6% | 16,789 | -25.5% | 0.35% | -15.7% |
| BA | BOEING CO COM | $462,000 | +18.5% | 1,212 | 0.0% | 0.35% | +19.6% | |
| GOOG | Buy | ALPHABET INC CAP STK CL Ccap stk cl c | $451,000 | +23.6% | 385 | +9.1% | 0.34% | +25.0% |
| IBB | Sell | ISHARES TR NASDAQ BIOTECHnasdaq biotech | $445,000 | +8.8% | 3,987 | -6.0% | 0.34% | +9.8% |
| PG | Buy | PROCTER AND GAMBLE CO COM | $427,000 | +13.3% | 4,109 | +0.1% | 0.32% | +14.6% |
| IEMG | Buy | ISHARES INC CORE MSCI EMERGING MKTS ETFcore msci emkt | $397,000 | +28.5% | 7,692 | +17.2% | 0.30% | +30.0% |
| ESS | ESSEX PROPERTY TRUST INC COM | $393,000 | +18.0% | 1,361 | 0.0% | 0.30% | +19.4% | |
| QQQ | Buy | INVESCO QQQ TR UNIT SER 1unit ser 1 | $390,000 | +71.1% | 2,172 | +46.6% | 0.29% | +72.9% |
| MSCI | MSCI INC COM | $374,000 | +35.0% | 1,883 | 0.0% | 0.28% | +36.2% | |
| BP | Buy | BP PLC SPONSORED ADRsponsored adr | $367,000 | +18.4% | 8,403 | +2.6% | 0.28% | +19.5% |
| ORCL | Buy | ORACLE CORP COM | $364,000 | +19.7% | 6,786 | +0.8% | 0.27% | +20.7% |
| PFE | Sell | PFIZER INC | $357,000 | -41.4% | 8,407 | -39.8% | 0.27% | -40.7% |
| WFC | Sell | WELLS FARGO CO NEW COM | $356,000 | +2.0% | 7,385 | -2.7% | 0.27% | +3.1% |
| SPY | SPDR S&P500 ETF TRUSTtr unit | $356,000 | +13.0% | 1,263 | 0.0% | 0.27% | +14.0% | |
| GII | SPDR S&P GLOBAL INFRASTRUCTURE ETFs&p gblinf etf | $346,000 | +14.2% | 6,729 | 0.0% | 0.26% | +15.5% | |
| MTUM | Sell | ISHARES EDGE MSCI USA MOMENTUM FACTOR ETFusa momentum fct | $341,000 | -34.8% | 3,042 | -41.7% | 0.26% | -34.1% |
| DXJ | Buy | WISDOMTREE TRUST JAPAN HEDGE EQTjapn hedge eqt | $332,000 | +9.2% | 6,562 | +0.0% | 0.25% | +10.1% |
| NVS | Buy | NOVARTIS A G SPONSORED ADRsponsored adr | $332,000 | +207.4% | 3,458 | +174.7% | 0.25% | +208.6% |
| NKE | Sell | NIKE INC CLASS B COM NPVcl b | $328,000 | +12.3% | 3,899 | -1.1% | 0.25% | +13.3% |
| ABM | ABM INDS INC COM | $327,000 | +13.5% | 9,000 | 0.0% | 0.25% | +14.4% | |
| PHM | Sell | PULTE GROUP INC COM | $322,000 | +0.6% | 11,548 | -6.5% | 0.24% | +1.3% |
| MXIM | Sell | MAXIM INTEGRATED PRODUCTS COM | $319,000 | -34.8% | 6,014 | -37.6% | 0.24% | -34.2% |
| SJM | Buy | SMUCKER J M CO COM NEW | $314,000 | +25.6% | 2,699 | +0.8% | 0.24% | +26.9% |
| AABA | ALTABA INC COM | $311,000 | +28.0% | 4,200 | 0.0% | 0.23% | +29.3% | |
| IJH | Sell | ISHARES CORE S&P MID-CAP ETFcore s&p mcp etf | $310,000 | -11.9% | 1,641 | -22.8% | 0.23% | -11.1% |
| BNDX | Sell | VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETFintl bd idx etf | $305,000 | -6.2% | 5,475 | -8.8% | 0.23% | -5.0% |
| IJR | Buy | ISHARES CORE S&P SMALL-CAP Ecore s&p scp etf | $296,000 | +32.7% | 3,839 | +19.1% | 0.22% | +34.3% |
| XOM | Sell | EXXON MOBIL CORP | $285,000 | +15.4% | 3,532 | -2.6% | 0.22% | +16.8% |
| BK | Buy | BANK OF NEW YORK MELLON CORP COM | $283,000 | +7.6% | 5,624 | +0.4% | 0.21% | +8.7% |
| TSLA | Buy | TESLA INC COM | $273,000 | -6.5% | 978 | +11.4% | 0.21% | -5.5% |
| BSV | Sell | VANGUARD BD INDEX FD INC SHORT TERM BD ETFshort trm bond | $268,000 | -14.1% | 3,373 | -15.1% | 0.20% | -13.3% |
| SBUX | Sell | STARBUCKS CORP COM | $267,000 | +14.1% | 3,598 | -1.3% | 0.20% | +14.9% |
| VZ | Sell | VERIZON COMMUNICATIONS | $260,000 | +1.6% | 4,401 | -3.7% | 0.20% | +2.6% |
| COP | Buy | CONOCOPHILLIPS COM | $250,000 | +131.5% | 3,757 | +115.9% | 0.19% | +132.1% |
| UPS | Sell | UNITED PARCEL SVC INC CL Bcl b | $248,000 | +13.2% | 2,222 | -1.0% | 0.19% | +14.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETFftse emr mkt etf | $245,000 | +16.1% | 5,765 | +3.7% | 0.18% | +17.2% |
| VDE | Buy | VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERSenergy etf | $237,000 | +15.6% | 2,661 | +0.0% | 0.18% | +16.3% |
| UNH | Buy | UNITEDHEALTH GROUP | $230,000 | +5.5% | 933 | +6.3% | 0.17% | +6.1% |
| PSX | Buy | PHILLIPS 66 COM | $227,000 | +260.3% | 2,389 | +224.6% | 0.17% | +263.8% |
| HDV | Buy | ISHARES TRUST ISHARES CORE HIGH DIVIDENDcore high dv etf | $225,000 | +10.8% | 2,413 | +0.3% | 0.17% | +11.9% |
| IWD | Sell | ISHARES RUSSELLrus 1000 val etf | $221,000 | +10.0% | 1,791 | -1.3% | 0.17% | +10.7% |
| AXP | Buy | AMERICAN EXPRESS CO COM | $221,000 | +15.7% | 2,026 | +0.9% | 0.17% | +16.9% |
| ALL | ALLSTATE CORP COM | $204,000 | +14.0% | 2,175 | 0.0% | 0.15% | +15.8% | |
| DIA | Sell | SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1ut ser 1 | $203,000 | -10.6% | 785 | -19.5% | 0.15% | -9.5% |
| IWF | ISHARES RUSSELLrus 1000 grw etf | $199,000 | +15.7% | 1,316 | 0.0% | 0.15% | +17.2% | |
| D | Buy | DOMINION ENERGY INC COM | $198,000 | +8.2% | 2,594 | +0.8% | 0.15% | +9.6% |
| MRK | Buy | MERCK & CO INC NEW COM | $196,000 | +15.3% | 2,359 | +5.5% | 0.15% | +16.5% |
| V | Buy | VISA INC COM CL A | $191,000 | +25.7% | 1,226 | +5.9% | 0.14% | +27.4% |
| EXR | EXTRA SPACE STORAGE INC | $191,000 | +12.4% | 1,881 | 0.0% | 0.14% | +13.4% | |
| UTX | Buy | UNITED TECHNOLOGIES CORP COM | $188,000 | +51.6% | 1,466 | +25.2% | 0.14% | +54.3% |
| CMCSA | Buy | COMCAST CORP NEW CL Acl a | $183,000 | +22.0% | 4,582 | +3.6% | 0.14% | +23.2% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Acap stk cl a | $182,000 | +29.1% | 155 | +14.8% | 0.14% | +30.5% |
| VT | Buy | VANGUARD INTL EQUITY INDEX FUND INCtt wrld st etf | $175,000 | +12.2% | 2,397 | +0.3% | 0.13% | +13.8% |
| LOW | Buy | LOWE S COMPANIES INC COM | $172,000 | +18.6% | 1,579 | +0.4% | 0.13% | +20.4% |
| WELL | Buy | WELLTOWER INC COM | $167,000 | +14.4% | 2,160 | +2.2% | 0.13% | +15.6% |
| INTC | Sell | INTEL CORP COM | $166,000 | -46.3% | 3,095 | -53.0% | 0.12% | -45.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COM | $163,000 | -6.3% | 3,434 | +2.4% | 0.12% | -5.4% |
| PFF | Buy | ISHARES TR PFD AND INCM SECpfd and incm sec | $156,000 | +6.8% | 4,286 | +0.3% | 0.12% | +7.3% |
| XLV | Sell | SELECT SECTOR SPDRsbi healthcare | $156,000 | -2.5% | 1,704 | -7.9% | 0.12% | -1.7% |
| XLU | Sell | SECTOR SPDR TR SHS BEN INT UTILITIESsbi int-utils | $151,000 | -12.2% | 2,606 | -20.0% | 0.11% | -10.9% |
| CRON | New | CRONOS GROUP INC COM NPV | $149,000 | – | 8,137 | +100.0% | 0.11% | – |
| JPM | Sell | JPMORGAN CHASE &CO | $147,000 | +2.8% | 1,462 | -0.3% | 0.11% | +3.7% |
| UNP | Buy | UNION PACIFIC CORP COM | $143,000 | +22.2% | 855 | +0.6% | 0.11% | +24.1% |
| COST | Buy | COSTCO WHOLESALE CORP COM | $144,000 | +35.8% | 597 | +13.9% | 0.11% | +36.7% |
| AMGN | Sell | AMGEN INC | $142,000 | -7.2% | 748 | -5.1% | 0.11% | -6.1% |
| MMM | Buy | 3M COMPANY | $141,000 | +10.2% | 681 | +0.9% | 0.11% | +11.6% |
| BND | Sell | VANGUARD BD INDEX FUND INC TOTAL BOND MARKET ETFtotal bnd mrkt | $140,000 | -2.1% | 1,725 | -4.5% | 0.10% | -1.9% |
| VXUS | Sell | VANGUARD STAR FD VANGUARDvg tl intl stk f | $140,000 | -2.8% | 2,715 | -11.2% | 0.10% | -1.9% |
| USB | Sell | US BANCORP DEL COM NEW | $134,000 | +4.7% | 2,800 | -0.5% | 0.10% | +6.3% |
| JNJ | Sell | JOHNSON &JOHNSON COM | $133,000 | +5.6% | 956 | -2.7% | 0.10% | +6.4% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETFmortg-back sec | $133,000 | -5.0% | 2,546 | -6.6% | 0.10% | -3.8% |
| VYM | Buy | VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHShigh div yld | $131,000 | +19.1% | 1,535 | +8.8% | 0.10% | +20.7% |
| IJK | Buy | ISHARES S&P MID CAPs&p mc 400gr etf | $131,000 | +14.9% | 601 | +0.2% | 0.10% | +16.5% |
| AVA | AVISTA CORP | $128,000 | -4.5% | 3,161 | 0.0% | 0.10% | -4.0% | |
| DUK | Sell | DUKE ENERGY CORP | $127,000 | -5.9% | 1,412 | -9.8% | 0.10% | -5.0% |
| EL | Sell | ESTEE LAUDER COMPANIES INC COMcl a | $122,000 | +27.1% | 738 | -0.5% | 0.09% | +27.8% |
| NCV | Buy | ALLIANZGI CONV INCOME FD COM | $121,000 | +28.7% | 18,681 | +2.9% | 0.09% | +30.0% |
| MBB | Buy | ISHARES TR MBS ETFmbs etf | $120,000 | +20.0% | 1,134 | +18.6% | 0.09% | +20.0% |
| FDX | Buy | FEDEX CORP COM | $119,000 | +12.3% | 660 | +0.3% | 0.09% | +13.9% |
| VMW | Buy | VMWARE INC CL A COM | $118,000 | +34.1% | 656 | +1.5% | 0.09% | +34.8% |
| BIV | Sell | VANGUARD BD INDEX FD INC INTERMEDIATE TERM BD ETFintermed term | $118,000 | -8.5% | 1,417 | -11.2% | 0.09% | -7.3% |
| MCD | Buy | MCDONALDS CORP | $118,000 | +8.3% | 622 | +0.5% | 0.09% | +9.9% |
| IVE | Sell | ISHARES S&P 500 VALUE ETFs&p 500 val etf | $117,000 | -49.1% | 1,043 | -54.2% | 0.09% | -48.8% |
| LTC | Buy | LTC PPTYS INC | $116,000 | +10.5% | 2,535 | +0.1% | 0.09% | +11.5% |
| HD | Buy | HOME DEPOT INC COM | $116,000 | +19.6% | 608 | +7.2% | 0.09% | +20.8% |
| DELL | New | DELL TECHNOLOGIES INC CL Ccl c | $109,000 | – | 1,871 | +100.0% | 0.08% | – |
| MO | Sell | ALTRIA GROUP INC | $109,000 | -0.9% | 1,907 | -14.5% | 0.08% | 0.0% |
| IR | Buy | INGERSOLL-RAND | $107,000 | +21.6% | 995 | +2.9% | 0.08% | +22.7% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFreal estate etf | $107,000 | -98.9% | 1,240 | -99.1% | 0.08% | -98.9% |
| HSY | Sell | HERSHEY COMPANY COM | $108,000 | +2.9% | 948 | -3.5% | 0.08% | +3.8% |
| BLV | Sell | VANGUARD BD INDEX FD INC LONG TERM BD ETFlong term bond | $106,000 | -3.6% | 1,160 | -8.2% | 0.08% | -2.4% |
| TXN | Sell | TEXAS INSTRUMENTS INC COM | $103,000 | +3.0% | 973 | -8.3% | 0.08% | +4.0% |
| ZTS | Buy | ZOETIS INC COMcl a | $102,000 | +20.0% | 1,021 | +2.1% | 0.08% | +22.2% |
| ABBV | Sell | ABBVIE INC COM | $102,000 | -91.8% | 1,267 | -90.7% | 0.08% | -91.7% |
| GSK | Buy | GLAXOSMITHKLINE ADRsponsored adr | $101,000 | +16.1% | 2,418 | +5.4% | 0.08% | +16.9% |
| MGK | VANGUARD WORLD FD MEGA CAP GROWTH ETFmega grwth ind | $101,000 | +16.1% | 815 | 0.0% | 0.08% | +16.9% | |
| GE | Buy | GENERAL ELECTRIC CO COM | $101,000 | +38.4% | 10,194 | +4.9% | 0.08% | +40.7% |
| TJX | Sell | TJX COS INC NEW COM | $98,000 | +15.3% | 1,854 | -3.3% | 0.07% | +17.5% |
| MDT | Buy | MEDTRONIC PLC | $98,000 | +4.3% | 1,086 | +4.4% | 0.07% | +5.7% |
| FLOT | Sell | ISHARES TR FLTG RATE NT ETFfltg rate nt etf | $96,000 | -27.3% | 1,891 | -27.9% | 0.07% | -26.5% |
| TGT | Sell | TARGET CORP COM | $96,000 | +12.9% | 1,205 | -7.1% | 0.07% | +14.3% |
| RDSA | Sell | ROYAL DUTCH SHELL ADRspons adr a | $94,000 | -59.3% | 1,513 | -61.9% | 0.07% | -58.7% |
| GLD | SPDR GOLD TR GOLD SHS | $93,000 | 0.0% | 768 | 0.0% | 0.07% | +1.4% | |
| CCI | Sell | CROWN CASTLE INTL CORP | $93,000 | +8.1% | 731 | -7.9% | 0.07% | +9.4% |
| IVW | Sell | ISHARES S&P 500 GROWTH ETFs&p 500 grwt etf | $93,000 | -53.7% | 540 | -59.6% | 0.07% | -53.3% |
| IBM | Sell | INTERNATIONAL BUS MACH CORP COM | $90,000 | -27.4% | 640 | -41.5% | 0.07% | -26.1% |
| CGC | CANOPY GROWTH CORPORATION COM | $89,000 | +61.8% | 2,058 | 0.0% | 0.07% | +63.4% | |
| DEO | Sell | DIAGEO ADRspon adr new | $89,000 | +14.1% | 546 | -0.7% | 0.07% | +15.5% |
| NJR | NEW JERSEY RES COM | $89,000 | +9.9% | 1,788 | 0.0% | 0.07% | +11.7% | |
| PEP | Buy | PEPSICO INC | $85,000 | +23.2% | 694 | +10.5% | 0.06% | +25.5% |
| LUMN | Buy | CENTURYLINK INC COM USD1.00 | $85,000 | -20.6% | 7,166 | +1.5% | 0.06% | -20.0% |
| ACB | AURORA CANNABIS INC COM | $85,000 | +84.8% | 9,391 | 0.0% | 0.06% | +88.2% | |
| DTE | Buy | DTE ENERGY HOLDING CO | $85,000 | +13.3% | 688 | +0.6% | 0.06% | +14.3% |
| NSC | NORFOLK SOUTHERN CORP | $85,000 | +26.9% | 454 | 0.0% | 0.06% | +28.0% | |
| SDY | Buy | SPDR SER TR S&P DIVID ETFs&p divid etf | $83,000 | +12.2% | 836 | +0.5% | 0.06% | +14.5% |
| FDS | Buy | FACTSET RESH SYS INC COM | $84,000 | +23.5% | 342 | +0.3% | 0.06% | +23.5% |
| ACN | Sell | ACCENTURE PLC | $83,000 | +23.9% | 472 | -1.9% | 0.06% | +26.0% |
| CCL | Buy | CARNIVAL CORP PAIRED CTFunit 99/99/9999 | $82,000 | +3.8% | 1,622 | +0.6% | 0.06% | +5.1% |
| GIS | Buy | GENERAL MILLS INC COM | $82,000 | +41.4% | 1,590 | +6.4% | 0.06% | +44.2% |
| MA | Sell | MASTERCARD INC CL Acl a | $81,000 | +20.9% | 346 | -2.8% | 0.06% | +22.0% |
| DSI | ISHARES TR MSCImsci kld400 soc | $81,000 | +14.1% | 771 | 0.0% | 0.06% | +15.1% | |
| HRL | Buy | HORMEL FOODS CORP COM | $80,000 | +5.3% | 1,804 | +0.4% | 0.06% | +5.3% |
| WMT | Buy | WALMART INC COM | $79,000 | +3.9% | 819 | +0.5% | 0.06% | +3.5% |
| VO | VANGUARD INDEX FDS VANGUARD MID CAP VIPERSmid cap etf | $78,000 | +16.4% | 489 | 0.0% | 0.06% | +18.0% | |
| AEP | Sell | AMERICAN ELEC PWR CO INC COM | $77,000 | +4.1% | 923 | -7.9% | 0.06% | +5.5% |
| KMB | Buy | KIMBERLY CLARK CORP COM | $75,000 | +13.6% | 608 | +3.6% | 0.06% | +14.3% |
| PM | Sell | PHILIP MORRIS INTERNATIONAL INC COM NPV | $73,000 | +1.4% | 828 | -23.9% | 0.06% | +1.9% |
| NHI | NATIONAL HEALTH INVS INC | $72,000 | +4.3% | 924 | 0.0% | 0.05% | +5.9% | |
| CAT | Buy | CATERPILLAR INC COM | $72,000 | +9.1% | 536 | +1.9% | 0.05% | +10.2% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COM | $70,000 | -10.3% | 1,108 | -3.9% | 0.05% | -8.6% |
| C | Sell | CITIGROUP INC COM NEW | $70,000 | -2.8% | 1,136 | -18.5% | 0.05% | -1.9% |
| SHW | Buy | SHERWIN WILLIAMS CO | $69,000 | +11.3% | 160 | +0.6% | 0.05% | +13.0% |
| EMR | EMERSON ELECTRIC CO | $69,000 | +15.0% | 1,014 | 0.0% | 0.05% | +15.6% | |
| CNI | Buy | CANADIAN NATL RY CO COM | $66,000 | +20.0% | 744 | +0.3% | 0.05% | +22.0% |
| DLR | DIGITAL RLTY TR INC COM | $64,000 | +12.3% | 543 | 0.0% | 0.05% | +11.6% | |
| WY | Buy | WEYERHAEUSER CO COM | $63,000 | +31.2% | 2,413 | +8.8% | 0.05% | +30.6% |
| AKAM | Buy | AKAMAI TECHNOLOGIES COM | $62,000 | +93.8% | 871 | +61.6% | 0.05% | +95.8% |
| SONY | SONY CORP SPON ADRsponsored adr | $63,000 | -12.5% | 1,509 | 0.0% | 0.05% | -13.0% | |
| TTC | Buy | TORO CO COM | $61,000 | +24.5% | 896 | +0.3% | 0.05% | +24.3% |
| HON | Buy | HONEYWELL INTERNATIONAL INC | $61,000 | +29.8% | 384 | +6.7% | 0.05% | +31.4% |
| SCD | LMP CAP &INCOME FD INC COM | $60,000 | +22.4% | 4,663 | 0.0% | 0.04% | +21.6% | |
| EWG | ISHARES INC MSCI GERMANY ETFmsci germany etf | $60,000 | +7.1% | 2,239 | 0.0% | 0.04% | +7.1% | |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $58,000 | +13.7% | 1,750 | 0.0% | 0.04% | +15.8% | |
| TTE | Buy | TOTAL SA SPON ADS EA REPsponsored ads | $57,000 | +16.3% | 1,029 | +8.4% | 0.04% | +16.2% |
| KEY | Buy | KEYCORP COM | $56,000 | +9.8% | 3,594 | +3.1% | 0.04% | +10.5% |
| DWDP | Buy | DOWDUPONT INC COM | $56,000 | 0.0% | 1,055 | +0.3% | 0.04% | 0.0% |
| BIIB | Buy | BIOGEN INC COM USD0.0005 | $56,000 | -5.1% | 239 | +20.1% | 0.04% | -4.5% |
| VTR | Sell | VENTAS INC | $56,000 | +3.7% | 877 | -5.7% | 0.04% | +5.0% |
| NEE | Buy | NEXTERA ENERGY INC COM | $55,000 | +12.2% | 287 | +0.7% | 0.04% | +10.8% |
| NVDA | Sell | NVIDIA CORP | $54,000 | +20.0% | 304 | -10.3% | 0.04% | +20.6% |
| GRMN | Buy | GARMIN LTD COM CHF10.00 | $54,000 | +38.5% | 632 | +0.8% | 0.04% | +41.4% |
| VCIT | Buy | VANGUARD SCOTTSDALEint-term corp | $53,000 | +6.0% | 610 | +0.5% | 0.04% | +8.1% |
| RPG | INVESCO EXCHANGE TRADED FD TR S&P500 PUR GWTs&p500 pur gwt | $53,000 | +15.2% | 463 | 0.0% | 0.04% | +17.6% | |
| SMFG | Buy | SUMITOMO MITSUI FINL GROUP INC SPONSORED ADRsponsored adr | $53,000 | +17.8% | 7,634 | +10.4% | 0.04% | +17.6% |
| PYPL | Buy | PAYPAL HLDGS INC COM | $52,000 | +33.3% | 503 | +6.6% | 0.04% | +34.5% |
| QCOM | Sell | QUALCOMM INC | $52,000 | -32.5% | 913 | -33.0% | 0.04% | -31.6% |
| VIG | VANGUARD GROUP DIV APP ETFdiv app etf | $51,000 | +10.9% | 471 | 0.0% | 0.04% | +11.8% | |
| HSBC | HSBC HLDGS PLC SPON ADR NEWspon adr new | $51,000 | -1.9% | 1,277 | 0.0% | 0.04% | -2.6% | |
| HYG | Buy | ISHARES TR IBOXX HI YD ETFiboxx hi yd etf | $50,000 | +8.7% | 584 | +2.5% | 0.04% | +11.8% |
| HCP | Buy | HCP INC COM | $51,000 | +13.3% | 1,643 | +1.5% | 0.04% | +11.8% |
| SRE | SEMPRA ENERGY | $50,000 | +16.3% | 403 | 0.0% | 0.04% | +18.8% | |
| BUD | Buy | ANHEUSER-BUSCH INBEV SA/NV ADRsponsored adr | $50,000 | +35.1% | 600 | +5.8% | 0.04% | +35.7% |
| SIRI | Buy | SIRIUS XM HLDGS INC COM | $49,000 | 0.0% | 8,660 | +0.2% | 0.04% | 0.0% |
| FREL | Buy | FIDELITY MSCI REAL ESTATE INDEX ETFmsci rl est etf | $49,000 | +16.7% | 1,898 | +0.2% | 0.04% | +19.4% |
| BLK | Sell | BLACKROCK INC COM | $48,000 | -2.0% | 113 | -9.6% | 0.04% | -2.7% |
| TRMB | Buy | TRIMBLE INC COM | $46,000 | +27.8% | 1,141 | +3.0% | 0.04% | +29.6% |
| BCE | Buy | BCE INC COM | $47,000 | +14.6% | 1,060 | +0.9% | 0.04% | +12.9% |
| MDLZ | Buy | MONDELEZ INTL INC COMcl a | $45,000 | +25.0% | 913 | +0.2% | 0.03% | +25.9% |
| TIP | ISHARES TIPS BOND ETFtips bd etf | $45,000 | +2.3% | 404 | 0.0% | 0.03% | +3.0% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $45,000 | +28.6% | 166 | +5.1% | 0.03% | +30.8% |
| BAX | Sell | BAXTER INTERNATIONAL INC COM | $44,000 | +18.9% | 542 | -5.1% | 0.03% | +17.9% |
| VIS | Buy | VANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERSindustrial etf | $44,000 | +18.9% | 315 | +0.6% | 0.03% | +17.9% |
| SNY | Sell | SANOFI SPONSORED ADRsponsored adr | $44,000 | -2.2% | 1,016 | -3.7% | 0.03% | -2.9% |
| EQR | Buy | EQUITY RESIDENTIALsh ben int | $44,000 | +15.8% | 585 | +0.9% | 0.03% | +17.9% |
| ILCB | ISHARES MORNINGSTAR LARGE-CAP ETFmrngstr lg-cp et | $44,000 | +12.8% | 278 | 0.0% | 0.03% | +13.8% | |
| XYL | Buy | XYLEM INC COM USD0.01 | $43,000 | +22.9% | 552 | +3.6% | 0.03% | +23.1% |
| ADI | Buy | ANALOG DEVICES INC COM | $42,000 | +27.3% | 402 | +2.8% | 0.03% | +28.0% |
| SO | Buy | SOUTHERN CO | $43,000 | +22.9% | 844 | +5.5% | 0.03% | +23.1% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE CO | $42,000 | +23.5% | 2,745 | +4.8% | 0.03% | +28.0% |
| SAP | Sell | SAP SE SPON ADRspon adr | $43,000 | +4.9% | 373 | -11.0% | 0.03% | +3.2% |
| EEM | New | ISHARES TRUST MSCI EMG MKTS ETF USD DISmsci emg mkt etf | $42,000 | – | 1,000 | +100.0% | 0.03% | – |
| OKE | Sell | ONEOK INC COM | $41,000 | +24.2% | 598 | -2.3% | 0.03% | +24.0% |
| ESGE | ISHARES INC ESG MSCI EM ETFesg msci em etf | $41,000 | +13.9% | 1,204 | 0.0% | 0.03% | +14.8% | |
| CDK | CDK GLOBAL INC COM | $40,000 | +25.0% | 685 | 0.0% | 0.03% | +25.0% | |
| AME | New | AMETEK INC COM | $40,000 | – | 493 | +100.0% | 0.03% | – |
| XLE | SELECT SECTOR SPDR TR ENERGYenergy | $40,000 | +17.6% | 605 | 0.0% | 0.03% | +20.0% | |
| SCHW | Sell | THE CHARLES SCHWAB CORPORATION COM | $40,000 | -18.4% | 941 | -21.5% | 0.03% | -18.9% |
| MSI | Sell | MOTOROLA SOLUTIONS INC COM NEW | $38,000 | +18.8% | 276 | -2.8% | 0.03% | +20.8% |
| PGR | Buy | PROGRESSIVE CORP | $39,000 | +30.0% | 553 | +9.7% | 0.03% | +31.8% |
| RL | Sell | RALPH LAUREN CORPcl a | $39,000 | +18.2% | 303 | -5.6% | 0.03% | +16.0% |
| WIW | Buy | WESTERN AST INFL LKD OPP &INM COM | $39,000 | +5.4% | 3,726 | +1.0% | 0.03% | +3.6% |
| HTLD | HEARTLAND EXPRESS INC COM | $38,000 | +5.6% | 2,000 | 0.0% | 0.03% | +7.4% | |
| NGG | NATIONAL GRID SPON ADRsponsored adr ne | $39,000 | +18.2% | 700 | 0.0% | 0.03% | +16.0% | |
| ADBE | Buy | ADOBE INC COM | $39,000 | +30.0% | 148 | +11.3% | 0.03% | +31.8% |
| MAC | MACERICH CO COM | $39,000 | 0.0% | 905 | 0.0% | 0.03% | 0.0% | |
| SCHB | SCHWAB STRATEGIC TR US BROAD MKT ETFus brd mkt etf | $38,000 | +11.8% | 568 | 0.0% | 0.03% | +16.0% | |
| KMX | New | CARMAX INC | $39,000 | – | 569 | +100.0% | 0.03% | – |
| MTB | Buy | M &T BANK CORP COM | $37,000 | +1133.3% | 236 | +972.7% | 0.03% | +1300.0% |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $37,000 | – | 456 | +100.0% | 0.03% | – |
| VOD | Sell | VODAFONE GROUP SPON ADR EACH REPsponsored adr | $37,000 | -19.6% | 2,048 | -15.1% | 0.03% | -17.6% |
| IAGG | ISHARES INTL AGGREGATE BONDcore intl aggr | $37,000 | +2.8% | 700 | 0.0% | 0.03% | +3.7% | |
| OXY | Buy | OCCIDENTAL PETE CORP COM | $37,000 | +8.8% | 559 | +0.9% | 0.03% | +12.0% |
| GM | Buy | GENERAL MTRS CO COM | $37,000 | +23.3% | 999 | +8.8% | 0.03% | +27.3% |
| ABT | Sell | ABBOTT LABORATORIES | $37,000 | -96.9% | 470 | -97.1% | 0.03% | -96.8% |
| IDA | Buy | IDACORP INC | $37,000 | +8.8% | 376 | +0.3% | 0.03% | +12.0% |
| EXPE | Buy | EXPEDIA GROUP INC | $37,000 | +15.6% | 313 | +8.3% | 0.03% | +16.7% |
| CSX | Buy | CSX CORP COM USD1 | $37,000 | +32.1% | 503 | +8.9% | 0.03% | +33.3% |
| ADSK | AUTODESK INC COM | $37,000 | +23.3% | 238 | 0.0% | 0.03% | +27.3% | |
| BTI | Sell | BRITISH AMERICAN TOBACCOsponsored adr | $37,000 | -15.9% | 906 | -35.4% | 0.03% | -15.2% |
| ANTM | New | ANTHEM INC COM | $36,000 | – | 126 | +100.0% | 0.03% | – |
| AER | AERCAP HOLDINGS | $36,000 | +20.0% | 774 | 0.0% | 0.03% | +22.7% | |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC COM | $36,000 | +12.5% | 422 | -20.4% | 0.03% | +12.5% |
| L100PS | Buy | ARCONIC INC COM | $36,000 | – | 1,915 | +3808.2% | 0.03% | – |
| FIS | New | FIDELITY NATL INFORMATION SERVICES COM | $36,000 | – | 321 | +100.0% | 0.03% | – |
| XLK | Sell | SELECT SECTOR SPDR TRUSTtechnology | $36,000 | +16.1% | 486 | -4.0% | 0.03% | +17.4% |
| AES | New | AES CORP COM | $36,000 | – | 2,015 | +100.0% | 0.03% | – |
| PPL | Buy | PPL CORP COM | $36,000 | +33.3% | 1,143 | +16.8% | 0.03% | +35.0% |
| FFIN | FIRST FINANCIAL BANKSHARES INC | $36,000 | 0.0% | 630 | 0.0% | 0.03% | 0.0% | |
| MGA | MAGNA INTL INC COM | $34,000 | +6.2% | 705 | 0.0% | 0.03% | +8.3% | |
| CFG | New | CITIZENS FINL GROUP INC COM | $34,000 | – | 1,067 | +100.0% | 0.03% | – |
| FV | Buy | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $34,000 | +17.2% | 1,157 | +0.1% | 0.03% | +18.2% |
| HST | New | HOST HOTELS & RESORTS INC COM | $34,000 | – | 1,822 | +100.0% | 0.03% | – |
| GS | Buy | GOLDMAN SACHS GROUP INC COM | $33,000 | +13.8% | 175 | +0.6% | 0.02% | +13.6% |
| CM | Buy | CANADIAN IMPERIAL BANK OF COMMERCE | $33,000 | +6.5% | 421 | +0.7% | 0.02% | +8.7% |
| SA | SEABRIDGE GOLD INC COM NPV | $33,000 | -8.3% | 2,730 | 0.0% | 0.02% | -7.4% | |
| CGNX | COGNEX CORP COM | $33,000 | +32.0% | 652 | 0.0% | 0.02% | +31.6% | |
| IYY | ISHARES DOW JONES U S ETFdow jones us etf | $33,000 | +13.8% | 236 | 0.0% | 0.02% | +13.6% | |
| AMTD | New | TD AMERITRADE HLDG CORP COM | $33,000 | – | 670 | +100.0% | 0.02% | – |
| HP | Buy | HELMERICH &PAYNE INC COM | $33,000 | +26.9% | 602 | +8.5% | 0.02% | +31.6% |
| PPH | Buy | VANECK VECTORS ETF TR PHARMACEUTICALpharmaceutical | $33,000 | +10.0% | 552 | +0.4% | 0.02% | +13.6% |
| MPC | MARATHON PETROLEUM CORP COM | $32,000 | 0.0% | 551 | 0.0% | 0.02% | 0.0% | |
| EIX | Buy | EDISON INTL | $32,000 | +10.3% | 518 | +1.2% | 0.02% | +9.1% |
| SPAB | SPDR PORTFOLIO AGGREGATE BOND ETFportfolio agrgte | $32,000 | 0.0% | 1,151 | 0.0% | 0.02% | 0.0% | |
| SNN | Sell | SMITH & NEPHEW ADRspdn adr new | $32,000 | -30.4% | 808 | -35.4% | 0.02% | -29.4% |
| KBH | Buy | KB HOME COM | $32,000 | +28.0% | 1,330 | +0.1% | 0.02% | +26.3% |
| KMI | Buy | KINDER MORGAN INC COM U | $32,000 | +52.4% | 1,631 | +15.3% | 0.02% | +50.0% |
| IHE | Buy | ISHARES TR U.S. PHARMA ETFu.s. pharma etf | $32,000 | +10.3% | 212 | +0.5% | 0.02% | +9.1% |
| PJP | Sell | INVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLSdynmc phrmctls | $30,000 | -3.2% | 461 | -8.7% | 0.02% | 0.0% |
| OEF | ISHARES S&P 100 ETFs&p 100 etf | $31,000 | +10.7% | 254 | 0.0% | 0.02% | +9.5% | |
| TSCO | Sell | TRACTOR SUPPLY CO | $31,000 | 0.0% | 318 | -15.0% | 0.02% | 0.0% |
| PANW | Buy | PALO ALTO NETWORKS INC COM | $30,000 | +42.9% | 127 | +10.4% | 0.02% | +43.8% |
| CCEP | New | COCA-COLA EUROPEAN PARTNERS | $30,000 | – | 591 | +100.0% | 0.02% | – |
| CCD | Buy | CALAMOS DYNAMIC CONV &INCOME COM | $30,000 | +50.0% | 1,509 | +18.4% | 0.02% | +53.3% |
| LYG | Sell | LLOYDS BANKING GROUP PLC SPONSORED ADRsponsored adr | $30,000 | -6.2% | 9,435 | -25.6% | 0.02% | -4.2% |
| IYM | ISHARES DOW JONES U.S. BASIC MATERIAL SECTOR ETFu.s. bas mtl etf | $31,000 | +6.9% | 350 | 0.0% | 0.02% | +4.5% | |
| TIF | TIFFANY &CO NEW COM | $29,000 | +31.8% | 281 | 0.0% | 0.02% | +37.5% | |
| KSS | Sell | KOHLS CORPORATION COM | $29,000 | -19.4% | 422 | -23.8% | 0.02% | -18.5% |
| SPLG | SPDR PORTFOLIO LARGE CAP ETFportfolio lr etf | $29,000 | +16.0% | 886 | 0.0% | 0.02% | +15.8% | |
| ATAX | AMERICA FIRST MULTIFAMILY INV BEN UNIT CTFben unit ctf | $29,000 | +26.1% | 4,250 | 0.0% | 0.02% | +29.4% | |
| BABA | Buy | ALIBABA GROUP HOLDING LTD SPON ADS EACH REP ONE ORD SHSsponsored ads | $28,000 | +55.6% | 155 | +15.7% | 0.02% | +61.5% |
| NICE | Sell | NICE LTD ADRsponsored adr | $28,000 | +3.7% | 234 | -7.9% | 0.02% | +5.0% |
| PCQ | PIMCO CALIF MUN INCOME FD | $28,000 | +12.0% | 1,600 | 0.0% | 0.02% | +10.5% | |
| AFT | Buy | APOLLO SENIOR FLOATING RATE FD INC COM | $28,000 | +3.7% | 1,928 | +2.1% | 0.02% | +5.0% |
| NRZ | Buy | NEW RESIDENTIAL INVT CORP COM NPV | $26,000 | +23.8% | 1,574 | +3.1% | 0.02% | +25.0% |
| PAYX | Sell | PAYCHEX INC COM | $26,000 | +4.0% | 328 | -15.2% | 0.02% | +5.3% |
| IWV | Sell | ISHARES RUSSELL 3000 ETFrussell 3000 etf | $26,000 | -3.7% | 157 | -15.6% | 0.02% | 0.0% |
| EQIX | Buy | EQUINIX INC COM | $27,000 | +58.8% | 60 | +22.4% | 0.02% | +53.8% |
| ALXN | Buy | ALEXION PHARM INC. | $27,000 | +50.0% | 204 | +6.8% | 0.02% | +53.8% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $27,000 | – | 309 | +5050.0% | 0.02% | – |
| XLI | Buy | SECTOR SPDR TR SHS BEN INT INDUSTRIALsbi int-inds | $27,000 | +17.4% | 370 | +0.5% | 0.02% | +17.6% |
| BBL | Sell | BHP GROUP PLC SPON ADSsponsored adr | $26,000 | -39.5% | 558 | -46.8% | 0.02% | -37.5% |
| AGN | Buy | ALLERGAN PLC. COM | $27,000 | +125.0% | 190 | +108.8% | 0.02% | +122.2% |
| AMD | ADVANCED MICRO DEVICES INC COM | $26,000 | +36.8% | 1,047 | 0.0% | 0.02% | +42.9% | |
| URI | Buy | UNITED RENTALS INC | $26,000 | +23.8% | 232 | +8.9% | 0.02% | +25.0% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC COM | $27,000 | +58.8% | 39 | -4.9% | 0.02% | +53.8% |
| ECL | Sell | ECOLAB INC | $27,000 | 0.0% | 158 | -16.4% | 0.02% | 0.0% |
| GWW | Buy | GRAINGER W W INC COM | $27,000 | +17.4% | 89 | +7.2% | 0.02% | +17.6% |
| PLD | PROLOGIS INC COM | $26,000 | +23.8% | 365 | 0.0% | 0.02% | +25.0% | |
| APC | Buy | ANADARKO PETROLEUM CORP COM | $25,000 | +92.3% | 552 | +78.6% | 0.02% | +90.0% |
| HAL | Buy | HALLIBURTON CO COM | $25,000 | +8.7% | 885 | +0.7% | 0.02% | +11.8% |
| NKX | Buy | NUVEEN CALIFORNIA AMT QLT MUN COM | $25,000 | +8.7% | 1,866 | +0.8% | 0.02% | +11.8% |
| PCY | Buy | INVESCO EXCHNG TRADED FD TR II EMRNG MKT SVRGemrng mkt svrg | $25,000 | +8.7% | 910 | +1.2% | 0.02% | +11.8% |
| ORAN | ORANGE-SPON ADRsponsored adr | $25,000 | 0.0% | 1,565 | 0.0% | 0.02% | 0.0% | |
| FXO | Buy | FIRST TR EXCHANGE TRADEfinls alphadex | $25,000 | +13.6% | 852 | +0.1% | 0.02% | +18.8% |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFportfolio devlpd | $25,000 | +8.7% | 876 | 0.0% | 0.02% | +11.8% | |
| SAN | Buy | BANCO SANTANDER SA ADRadr | $25,000 | +4.2% | 5,558 | +0.8% | 0.02% | +5.6% |
| CHRW | Buy | CH ROBINSON WORLDWIDE INC COM | $24,000 | 0.0% | 287 | +0.7% | 0.02% | 0.0% |
| NEP | NEXTERA ENERGY PARTNERS LP COM UNIT PART IN | $24,000 | +9.1% | 520 | 0.0% | 0.02% | +12.5% | |
| VONG | Sell | VANGUARD SCOTTSDALE FDS VANGUARD RUSSELLvng rus1000grw | $24,000 | +9.1% | 159 | -3.6% | 0.02% | +12.5% |
| SPLK | Sell | SPLUNK INC COM | $24,000 | +20.0% | 196 | -1.5% | 0.02% | +20.0% |
| SPLV | INVESCO EXCHNG TRADED FD TR II S&P500 LOW VOLs&p500 low vol | $24,000 | +14.3% | 464 | 0.0% | 0.02% | +12.5% | |
| VONV | Buy | VANGUARD SCOTTSDALE FDS VANGUARD RUSS1000 VALUE IDX FD ETFvng rus1000val | $24,000 | +20.0% | 225 | +6.6% | 0.02% | +20.0% |
| NVO | NOVO-NORDISK A S ADRadr | $23,000 | +15.0% | 451 | 0.0% | 0.02% | +13.3% | |
| AMT | Buy | AMERICAN TOWER CORP COM | $22,000 | +29.4% | 113 | +0.9% | 0.02% | +30.8% |
| BIDU | Buy | BAIDU INC SPON ADS EACH REPspon adr rep a | $23,000 | +21.1% | 145 | +19.8% | 0.02% | +21.4% |
| VOT | VANGUARD INDEX FDS MIDCAP GROWTH INDEX VIPER SHSmcap gr idxvip | $22,000 | +15.8% | 161 | 0.0% | 0.02% | +21.4% | |
| SLB | Sell | SCHLUMBERGER LIMITED COM USD0.01 | $23,000 | +15.0% | 535 | -5.3% | 0.02% | +13.3% |
| STX | Buy | SEAGATE TECHNOLOGY PLC COM | $23,000 | +53.3% | 496 | +25.6% | 0.02% | +54.5% |
| LIN | Sell | LINDE PLC COM | $22,000 | +4.8% | 129 | -5.1% | 0.02% | +6.2% |
| XME | Buy | SPDR SER TR S&P METALS & MNG ETFs&p metals mng | $23,000 | +15.0% | 797 | +0.3% | 0.02% | +13.3% |
| YUMC | Buy | YUM CHINA HLDGS INC COM | $22,000 | +46.7% | 510 | +7.4% | 0.02% | +54.5% |
| GD | Buy | GENERAL DYNAMICS CORP | $22,000 | +10.0% | 131 | +0.8% | 0.02% | +13.3% |
| LLL | Buy | L3 TECHNOLOGIES INC COM | $23,000 | +53.3% | 112 | +25.8% | 0.02% | +54.5% |
| AMX | AMERICA MOVIL SAB DE | $22,000 | 0.0% | 1,554 | 0.0% | 0.02% | +6.2% | |
| KIM | Sell | KIMCO REALTY CORP COM | $23,000 | -23.3% | 1,250 | -39.0% | 0.02% | -22.7% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COM | $21,000 | +40.0% | 1,715 | +33.3% | 0.02% | +45.5% |
| COLM | COLUMBIA SPORTSWEAR CO | $21,000 | +23.5% | 203 | 0.0% | 0.02% | +23.1% | |
| BAB | Buy | INVESCO EXCHNG TRADED FD TR II TAXABLE MUN BDtaxable mun bd | $21,000 | 0.0% | 718 | +1.1% | 0.02% | 0.0% |
| APU | AMERIGAS PARTNERS L P UNIT L P INTunit l p int | $21,000 | +23.5% | 705 | 0.0% | 0.02% | +23.1% | |
| WEC | WEC ENERGY GROUP INC COM | $21,000 | +16.7% | 267 | 0.0% | 0.02% | +23.1% | |
| JCI | Buy | JOHNSON CONTROLS INTERNATIONAL PLC | $20,000 | +122.2% | 553 | +67.1% | 0.02% | +114.3% |
| PGP | Buy | PIMCO GLOBAL STOCKSPLUS INCOME FD | $20,000 | +33.3% | 1,346 | +2.3% | 0.02% | +36.4% |
| TWTR | Sell | TWITTER INC COM | $20,000 | -45.9% | 634 | -51.5% | 0.02% | -46.4% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $20,000 | +17.6% | 180 | 0.0% | 0.02% | +15.4% | |
| KT | KT CORP SPONSORED ADRsponsored adr | $20,000 | -13.0% | 1,669 | 0.0% | 0.02% | -11.8% | |
| ITA | ISHARES TR US AER DEF ETFus aer def etf | $20,000 | +11.1% | 105 | 0.0% | 0.02% | +15.4% | |
| MFC | Buy | MANULIFE FINANCIAL CORP COM | $20,000 | +17.6% | 1,226 | +0.9% | 0.02% | +15.4% |
| FLR | Buy | FLUOR CORP COM USD0.01 | $20,000 | +66.7% | 550 | +44.7% | 0.02% | +66.7% |
| ED | Sell | CONSOLIDATED EDISON INC COM | $20,000 | -9.1% | 240 | -17.0% | 0.02% | -6.2% |
| TTD | THE TRADE DESK INC COM CL A | $18,000 | +80.0% | 93 | 0.0% | 0.01% | +100.0% | |
| DGRW | Buy | WISDOMTREE TR US QUALITY DIVID GROWTH FDus qtly div grt | $19,000 | +11.8% | 462 | +0.4% | 0.01% | +7.7% |
| MT | ARCELORMITTAL NY REGISTRYny registry sh | $18,000 | 0.0% | 906 | 0.0% | 0.01% | +7.7% | |
| UA | New | UNDER ARMOUR INC CL Ccl c | $18,000 | – | 1,000 | +100.0% | 0.01% | – |
| ABC | Buy | AMERISOURCEBERGEN CORPORATION COM | $18,000 | +5.9% | 233 | +0.9% | 0.01% | +7.7% |
| TEL | Buy | TE CONNECTIVITY LTD REG SHS | $19,000 | +46.2% | 244 | +41.0% | 0.01% | +40.0% |
| INFO | Buy | IHS MARKIT LTD | $19,000 | +90.0% | 364 | +59.6% | 0.01% | +100.0% |
| EPI | Buy | WISDOMTREE TR INDIA EARNINGS FDindia erngs fd | $18,000 | +5.9% | 687 | +0.1% | 0.01% | +7.7% |
| ALLE | ALLEGION PLC COM | $19,000 | +11.8% | 214 | 0.0% | 0.01% | +7.7% | |
| DLN | WISDOMTREE TR US LARGECAP DIVDus largecap divd | $19,000 | +11.8% | 205 | 0.0% | 0.01% | +7.7% | |
| VLO | Buy | VALERO ENERGY CORP | $18,000 | +80.0% | 214 | +50.7% | 0.01% | +100.0% |
| CRM | Buy | SALESFORCE.COM INC COM | $17,000 | +21.4% | 112 | +6.7% | 0.01% | +30.0% |
| CINF | Buy | CINCINNATI FINANCIAL CORP | $17,000 | +13.3% | 198 | +0.5% | 0.01% | +18.2% |
| CMC | New | COMMERCIAL METALS CO | $17,000 | – | 1,000 | +100.0% | 0.01% | – |
| AVGO | Buy | BROADCOM INC COM | $17,000 | +54.5% | 56 | +27.3% | 0.01% | +62.5% |
| DE | DEERE & COMPANY | $17,000 | +13.3% | 107 | 0.0% | 0.01% | +18.2% | |
| IYH | Buy | ISHARES U S HEALTHCARE ETFus hlthcare etf | $17,000 | +21.4% | 90 | +9.8% | 0.01% | +30.0% |
| HTD | HANCOCK JOHN TAX ADVANTAGE DIVID FD | $17,000 | +21.4% | 700 | 0.0% | 0.01% | +30.0% | |
| WNS | WNS HOLDINGS LTD SPON ADRspon adr | $17,000 | +30.8% | 320 | 0.0% | 0.01% | +30.0% | |
| IVZ | Buy | INVESCO LTD SHS | $17,000 | +21.4% | 883 | +1.5% | 0.01% | +30.0% |
| CWI | SPDR INDEX SHS FDS MSCI ACWI EX-US ETFmsci acwi exus | $17,000 | +6.2% | 492 | 0.0% | 0.01% | +8.3% | |
| IXUS | ISHARES TR CORE MSCI TOTALcore msci total | $17,000 | +13.3% | 301 | 0.0% | 0.01% | +18.2% | |
| PSCF | Sell | INVESCO EXCHNG TRADED FD TRs&p smlcp finl | $16,000 | -30.4% | 321 | -35.3% | 0.01% | -29.4% |
| VRTX | VERTEX PHARMACEUTCLS INC | $16,000 | +14.3% | 89 | 0.0% | 0.01% | +20.0% | |
| PSO | PEARSON SPONS ADRsponsored adr | $16,000 | -11.1% | 1,539 | 0.0% | 0.01% | -7.7% | |
| IONS | Buy | IONIS PHARMACEUTICALS INC COM | $16,000 | +77.8% | 207 | +18.3% | 0.01% | +71.4% |
| TROW | Buy | PRICE T ROWE GROUPS COM | $16,000 | +14.3% | 161 | +0.6% | 0.01% | +20.0% |
| RHT | Sell | RED HAT INC COM | $16,000 | -46.7% | 90 | -48.3% | 0.01% | -45.5% |
| O | Buy | REALTY INCOME CORP | $16,000 | +23.1% | 219 | +0.9% | 0.01% | +20.0% |
| ERII | ENERGY RECOVERY INC COM | $15,000 | +25.0% | 1,806 | 0.0% | 0.01% | +22.2% | |
| SPMD | SPDR PORTFOLIO MID CAP ETFportfolio md etf | $14,000 | +16.7% | 436 | 0.0% | 0.01% | +22.2% | |
| CACI | CACI INTL INC CL Acl a | $14,000 | +27.3% | 78 | 0.0% | 0.01% | +37.5% | |
| ITT | ITT INC COM | $15,000 | +25.0% | 265 | 0.0% | 0.01% | +22.2% | |
| UBSI | Buy | UNITED BANKSHARES INC WEST VA COM | $14,000 | +16.7% | 410 | +0.7% | 0.01% | +22.2% |
| JWN | Sell | NORDSTROM INC COM NPV | $14,000 | -26.3% | 328 | -20.2% | 0.01% | -21.4% |
| NXST | Buy | NEXSTAR MEDIA GROUP INC CL Acl a | $14,000 | +40.0% | 138 | +0.7% | 0.01% | +57.1% |
| XRT | SPDR SER TR S&P RETAIL ETFs&p retail etf | $15,000 | +15.4% | 340 | 0.0% | 0.01% | +10.0% | |
| DXC | Sell | DXC TECHNOLOGY CO COM | $14,000 | -6.7% | 233 | -20.7% | 0.01% | 0.0% |
| RJA | SVENSK EXPORTKREDIT AKTIEBOLAGET ETN ELEMENTS(ROGERS INTL AGRICULTURE TTL CALLABLE PUTTABLE NOT RATEDrog agri etn22 | $14,000 | -6.7% | 2,700 | 0.0% | 0.01% | 0.0% | |
| SIGI | Buy | SELECTIVE INS GROUP INC COM | $14,000 | +7.7% | 223 | +0.5% | 0.01% | +10.0% |
| DVY | ISHARES SELECT DIVIDEND ETFselect divid etf | $14,000 | +7.7% | 146 | 0.0% | 0.01% | +10.0% | |
| SPSM | SPDR PORTFOLIO SMALL CAP ETFportfolio sm etf | $14,000 | +16.7% | 475 | 0.0% | 0.01% | +22.2% | |
| SYY | New | SYSCO CORP | $13,000 | – | 200 | +100.0% | 0.01% | – |
| CAH | Sell | CARDINAL HEALTH INC COM NPV | $13,000 | -43.5% | 284 | -45.2% | 0.01% | -41.2% |
| SCHZ | SCHWAB STRATEGIC TR US AGGREGATE BD ETFus aggregate b | $13,000 | 0.0% | 263 | 0.0% | 0.01% | 0.0% | |
| MKC | Sell | MCCORMICK &COMPANY INC COM NPV | $13,000 | -13.3% | 91 | -17.3% | 0.01% | -9.1% |
| PXD | Buy | PIONEER NATURAL RESOURCES CO COM | $13,000 | +30.0% | 87 | +7.4% | 0.01% | +42.9% |
| LNG | CHENIERE ENERGY INC COM | $13,000 | +18.2% | 200 | 0.0% | 0.01% | +25.0% | |
| SQ | SQUARE INC CL Acl a | $13,000 | +30.0% | 181 | 0.0% | 0.01% | +42.9% | |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT INC COM | $13,000 | +8.3% | 1,330 | +0.9% | 0.01% | +11.1% |
| LMT | Sell | LOCKHEED MARTIN CORP COM | $13,000 | -68.3% | 44 | -72.0% | 0.01% | -67.7% |
| FNCL | FIDELITY MSCI FINLS INDEX ETFmsci finls idx | $12,000 | +9.1% | 345 | 0.0% | 0.01% | +12.5% | |
| FWRD | FORWARD AIR CORP | $12,000 | +20.0% | 198 | 0.0% | 0.01% | +28.6% | |
| HIG | HARTFORD FINANCIAL SERVICES GRP | $12,000 | +9.1% | 261 | 0.0% | 0.01% | +12.5% | |
| DLB | Buy | DOLBY LABORATORIES INC COM CL A | $12,000 | +20.0% | 197 | +21.6% | 0.01% | +28.6% |
| PKW | Buy | INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEVbuyback achiev | $12,000 | +20.0% | 209 | +0.5% | 0.01% | +28.6% |
| RDOG | Sell | COHEN &STEERS GLOBAL REALTYc&s globl etf | $12,000 | -36.8% | 273 | -42.3% | 0.01% | -35.7% |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETFcore us aggbd et | $12,000 | 0.0% | 113 | 0.0% | 0.01% | 0.0% | |
| IWS | Buy | ISHARES RUSSELL MIDCAP VALUE ETFrus mdcp val etf | $12,000 | +9.1% | 149 | +0.7% | 0.01% | +12.5% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL COM | $12,000 | +20.0% | 141 | +18.5% | 0.01% | +28.6% |
| LHCG | Buy | LHC GROUP INC COM | $12,000 | +33.3% | 112 | +6.7% | 0.01% | +28.6% |
| PNC | Buy | PNC FINANCIAL SERVICES GROUP COM | $12,000 | +20.0% | 102 | +13.3% | 0.01% | +28.6% |
| AEG | Buy | AEGON N V NY REGISTRY SHS | $12,000 | +50.0% | 2,666 | +47.8% | 0.01% | +50.0% |
| NOV | Buy | NATIONAL OILWELL VARCO INC | $12,000 | +71.4% | 465 | +50.0% | 0.01% | +80.0% |
| XT | ISHARES TR EXPONENTIAL TECHexponential tech | $10,000 | +11.1% | 286 | 0.0% | 0.01% | +14.3% | |
| GRUB | New | GRUBHUB INC COM | $10,000 | – | 149 | +100.0% | 0.01% | – |
| GVA | Buy | GRANITE CONSTR INC | $11,000 | 0.0% | 275 | +0.4% | 0.01% | 0.0% |
| MMI | MARCUS &MILLICHAP INC COM | $11,000 | +22.2% | 276 | 0.0% | 0.01% | +14.3% | |
| NUE | Buy | NUCOR CORP COM | $11,000 | +22.2% | 194 | +2.1% | 0.01% | +14.3% |
| GILD | Sell | GILEAD SCIENCES INC COM | $11,000 | -26.7% | 184 | -25.2% | 0.01% | -27.3% |
| CB | Buy | CHUBB LIMITED COM | $10,000 | +42.9% | 77 | +26.2% | 0.01% | +60.0% |
| FCX | Buy | FREEPORT-MCMORAN INC COMcl b | $10,000 | +100.0% | 851 | +53.6% | 0.01% | +100.0% |
| FELE | FRANKLIN ELEC INC | $10,000 | +25.0% | 199 | 0.0% | 0.01% | +33.3% | |
| EXLS | EXLSERVICE HOLDINGS INC COM | $10,000 | +25.0% | 167 | 0.0% | 0.01% | +33.3% | |
| FNX | FIRST TRUST PORTFOLIOS MID CAP CORE ALPHADEX FD | $11,000 | +22.2% | 172 | 0.0% | 0.01% | +14.3% | |
| TTEK | TETRA TECH INC NEW COM | $11,000 | +22.2% | 185 | 0.0% | 0.01% | +14.3% | |
| FCOR | Buy | FIDELITY CORPORATE BOND ETFcorp bond etf | $10,000 | 0.0% | 212 | +1.0% | 0.01% | +14.3% |
| FBND | Buy | FIDELITY TOTAL BOND ETFtotal bd etf | $10,000 | 0.0% | 210 | +1.0% | 0.01% | +14.3% |
| FHLC | Buy | FIDELITY MSCI HEALTH CARE INDEX ETFmsci hlth care i | $11,000 | +10.0% | 253 | +1.2% | 0.01% | +14.3% |
| PHG | Sell | KONINKLIJKE PHILIPS N V NY REG SH NEWny reg sh new | $10,000 | -9.1% | 252 | -23.2% | 0.01% | 0.0% |
| RCL | ROYAL CARIBBEAN CRUISES COM | $11,000 | +22.2% | 101 | 0.0% | 0.01% | +14.3% | |
| WDC | Sell | WESTERN DIGITAL CORP DEL | $10,000 | -9.1% | 221 | -27.1% | 0.01% | 0.0% |
| MUB | ISHARES NATIONAL MUNI BOND ETFnational mun etf | $11,000 | 0.0% | 101 | 0.0% | 0.01% | 0.0% | |
| JNK | Buy | SPDR SERIES TRUST BLOOMBERG BRCLYSbloomberg brclys | $10,000 | – | 298 | +1003.7% | 0.01% | – |
| BXP | BOSTON PROPERTIES INC COM | $11,000 | +22.2% | 83 | 0.0% | 0.01% | +14.3% | |
| NEU | NEWMARKET CORP | $11,000 | 0.0% | 27 | 0.0% | 0.01% | 0.0% | |
| MFGP | Buy | MICRO FOCUS INTERNATIONAL PLC SPON ADRspon adr new | $10,000 | +66.7% | 400 | +4.4% | 0.01% | +100.0% |
| OMCL | OMNICELL INC COM | $11,000 | +37.5% | 139 | 0.0% | 0.01% | +33.3% | |
| PNQI | INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNTnasdaq internt | $10,000 | +25.0% | 75 | 0.0% | 0.01% | +33.3% | |
| CTXS | Sell | CITRIX SYS INC COM | $11,000 | -15.4% | 115 | -14.2% | 0.01% | -20.0% |
| IART | INTEGRA LIFESCIENCES HOLDINGS CORP | $11,000 | +22.2% | 207 | 0.0% | 0.01% | +14.3% | |
| DIAX | NUVEEN DOW 30 DYNAMIC OVERWRITE FD COM | $11,000 | +10.0% | 643 | 0.0% | 0.01% | +14.3% | |
| CRTO | Buy | CRITEO S.A ADSspons ads | $10,000 | +25.0% | 519 | +41.0% | 0.01% | +33.3% |
| AMN | AMN HEALTHCARE SERVICES INC | $11,000 | -15.4% | 243 | 0.0% | 0.01% | -20.0% | |
| FTEC | Buy | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFmsci info tech i | $10,000 | +25.0% | 182 | +0.6% | 0.01% | +33.3% |
| NTNX | Buy | NUTANIX INC CL Acl a | $11,000 | +22.2% | 306 | +30.2% | 0.01% | +14.3% |
| DORM | DORMAN PRODS INC COM | $10,000 | 0.0% | 120 | 0.0% | 0.01% | +14.3% | |
| HACK | ETF MANAGERS TR PRIME CYBR SCRTYprime cybr scrty | $11,000 | +22.2% | 275 | 0.0% | 0.01% | +14.3% | |
| DEA | Buy | EASTERLY GOVT PPTYS INC COM | $11,000 | +22.2% | 630 | +1.1% | 0.01% | +14.3% |
| AOR | ISHARES CORE GROWTH ALLOCATION ETFgrwt allocat etf | $9,000 | 0.0% | 220 | 0.0% | 0.01% | 0.0% | |
| BCPC | BALCHEM CORP COM | $9,000 | +28.6% | 101 | 0.0% | 0.01% | +40.0% | |
| MTSC | MTS SYS CORP COM | $9,000 | +28.6% | 178 | 0.0% | 0.01% | +40.0% | |
| SYMC | SYMANTEC CORP | $9,000 | +28.6% | 400 | 0.0% | 0.01% | +40.0% | |
| CREE | CREE INC COM | $9,000 | +28.6% | 168 | 0.0% | 0.01% | +40.0% | |
| RGLD | Buy | ROYAL GOLD INC COM | $9,000 | 0.0% | 106 | +1.0% | 0.01% | 0.0% |
| SF | Buy | STIFEL FINL CORP | $9,000 | +28.6% | 172 | +0.6% | 0.01% | +40.0% |
| CEO | Sell | CNOOC LTD SPONSORED ADRsponsored adr | $9,000 | -43.8% | 52 | -52.7% | 0.01% | -41.7% |
| HFWA | New | HERITAGE FINL CORP | $9,000 | – | 300 | +100.0% | 0.01% | – |
| FIDI | Buy | FIDELITY INTERNATIONAL HIGH DIVIDEND ETFint hg div etf | $9,000 | +12.5% | 438 | +1.4% | 0.01% | +16.7% |
| VCSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETshrt trm corp bd | $9,000 | 0.0% | 125 | 0.0% | 0.01% | 0.0% | |
| ACWV | ISHARES EDGE MSCI MIN VOL GLOBAL ETFmin vol gbl etf | $9,000 | +12.5% | 105 | 0.0% | 0.01% | +16.7% | |
| TEF | TELEFONICAsponsored adr | $9,000 | 0.0% | 1,133 | 0.0% | 0.01% | 0.0% | |
| YUM | YUM BRANDS INC | $9,000 | +12.5% | 96 | 0.0% | 0.01% | +16.7% | |
| FFHG | NORTHERN LTS FD TR IV FORMULA FOLIOSformula folios | $9,000 | +12.5% | 341 | 0.0% | 0.01% | +16.7% | |
| MTDR | MATADOR RESOURCES COMPANY COM | $8,000 | +33.3% | 415 | 0.0% | 0.01% | +50.0% | |
| B | Buy | BARNES GROUP INC | $8,000 | 0.0% | 167 | +0.6% | 0.01% | 0.0% |
| CP | Buy | CANADIAN PACIFIC RAILWAY COMPANY COM | $8,000 | +100.0% | 41 | +57.7% | 0.01% | +100.0% |
| CELG | Sell | CELGENE CORP COM | $8,000 | -72.4% | 94 | -79.7% | 0.01% | -72.7% |
| FPE | FIRST TR EXCHANGE TRADED FDpfd secs inc etf | $8,000 | +14.3% | 420 | 0.0% | 0.01% | +20.0% | |
| HRS | HARRIS CORP COM | $8,000 | +14.3% | 55 | 0.0% | 0.01% | +20.0% | |
| IJJ | ISHARESs&p mc 400vl etf | $8,000 | +14.3% | 57 | 0.0% | 0.01% | +20.0% | |
| EWJ | ISHARES INC MSCI JPN ETF NEWmsci jpn etf new | $8,000 | 0.0% | 159 | 0.0% | 0.01% | 0.0% | |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP | $8,000 | -20.0% | 142 | -26.0% | 0.01% | -14.3% |
| NTR | Buy | NUTRIEN LTD COM NPV | $8,000 | +100.0% | 168 | +69.7% | 0.01% | +100.0% |
| OSIS | OSI SYSTEMS INC COM STK | $8,000 | +14.3% | 100 | 0.0% | 0.01% | +20.0% | |
| ONB | Buy | OLD NATL BANCORP IND | $8,000 | +14.3% | 518 | +0.6% | 0.01% | +20.0% |
| PAA | Buy | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNunit ltd partn | $8,000 | +33.3% | 345 | +1.2% | 0.01% | +50.0% |
| RIO | New | RIO TINTO ADRsponsored adr | $8,000 | – | 145 | +100.0% | 0.01% | – |
| SXT | SENSIENT TECHNOLOGIES CORP COM | $8,000 | +33.3% | 122 | 0.0% | 0.01% | +50.0% | |
| SHOP | Buy | SHOPIFY INC COMcl a | $8,000 | +166.7% | 40 | +66.7% | 0.01% | +200.0% |
| SSB | SOUTH ST CORP COM | $8,000 | +14.3% | 123 | 0.0% | 0.01% | +20.0% | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADSsponsored ads | $8,000 | +100.0% | 196 | +54.3% | 0.01% | +100.0% |
| UBSH | Buy | UNION BANKSHARES CORP | $8,000 | +14.3% | 265 | +0.8% | 0.01% | +20.0% |
| ARGO | ARGO GROUP INTL HLDGS | $8,000 | 0.0% | 126 | 0.0% | 0.01% | 0.0% | |
| AMWD | AMERICAN WOODMARK CORPORATION COM | $6,000 | +50.0% | 76 | 0.0% | 0.01% | +66.7% | |
| SID | New | COMPANHIA SIDERURGICA NACIONAL SPONSORED ADRsponsored adr | $6,000 | – | 1,583 | +100.0% | 0.01% | – |
| FXI | ISHARES CHINA LARGE CAP ETFchina lg-cap etf | $6,000 | 0.0% | 155 | 0.0% | 0.01% | +25.0% | |
| ADC | AGREE RLTY CORP | $6,000 | +20.0% | 91 | 0.0% | 0.01% | +25.0% | |
| EWZ | ISHARES MSCI BRAZIL ETFmsci brazil etf | $7,000 | +16.7% | 181 | 0.0% | 0.01% | +25.0% | |
| SIVB | Buy | SVB FINL GROUP | $6,000 | +50.0% | 29 | +16.0% | 0.01% | +66.7% |
| MTD | Sell | METTLER-TOLEDO INTERNATIONAL INC COM | $7,000 | 0.0% | 11 | -21.4% | 0.01% | 0.0% |
| HEDJ | WISDOMTREE TR EUROPE HEDGED EQeurope hedged eq | $6,000 | +20.0% | 106 | 0.0% | 0.01% | +25.0% | |
| MUFG | Buy | MITSUBISHI UFJ FINANCIAL GROUP INCsponsored ads | $6,000 | – | 1,290 | +862.7% | 0.01% | – |
| VGK | VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETFftse europe etf | $6,000 | +20.0% | 117 | 0.0% | 0.01% | +25.0% | |
| RPV | INVESCO EXCHANGE TRADED FD TR S&P500 PUR VALs&p500 pur val | $6,000 | +20.0% | 100 | 0.0% | 0.01% | +25.0% | |
| UMBF | Buy | UMB FINL CORP | $6,000 | 0.0% | 101 | +1.0% | 0.01% | +25.0% |
| PCAR | Buy | PACCAR INC COM | $6,000 | +100.0% | 100 | +53.8% | 0.01% | +150.0% |
| BDX | Buy | BECTON DICKINSON &CO COM | $7,000 | +40.0% | 29 | +20.8% | 0.01% | +25.0% |
| LZB | New | LA Z BOY INC COM | $6,000 | – | 201 | +100.0% | 0.01% | – |
| DISCA | Buy | DISCOVERY INC COM SER A | $7,000 | +75.0% | 267 | +57.1% | 0.01% | +66.7% |
| AAP | New | ADVANCE AUTO PARTS INC COM | $6,000 | – | 36 | +100.0% | 0.01% | – |
| GLOG | Buy | GASLOG LTD COM USD0.01 | $7,000 | 0.0% | 455 | +0.9% | 0.01% | 0.0% |
| KHC | Sell | KRAFT HEINZ CO COM | $6,000 | -68.4% | 213 | -54.0% | 0.01% | -64.3% |
| HPQ | Sell | HP INC COM | $7,000 | -41.7% | 363 | -41.1% | 0.01% | -44.4% |
| HDB | Buy | HDFC BANK LTD SPON ADSsponsored ads | $7,000 | +75.0% | 68 | +54.5% | 0.01% | +66.7% |
| LFUS | LITTELFUSE INC | $6,000 | +20.0% | 34 | 0.0% | 0.01% | +25.0% | |
| NRE | Buy | NORTHSTAR REALTY EUROPE CORP COM | $7,000 | +16.7% | 454 | +0.7% | 0.01% | +25.0% |
| MASI | Sell | MASIMO CORP COM | $6,000 | -14.3% | 48 | -33.3% | 0.01% | 0.0% |
| NCI | NAVIGANT CONSULTING INC | $6,000 | -14.3% | 322 | 0.0% | 0.01% | 0.0% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $6,000 | +20.0% | 50 | 0.0% | 0.01% | +25.0% | |
| SYKE | SYKES ENTERPRISES INC | $6,000 | +20.0% | 242 | 0.0% | 0.01% | +25.0% | |
| CWT | CALIFORNIA WATER SVC GRP HLDG CO | $6,000 | +20.0% | 117 | 0.0% | 0.01% | +25.0% | |
| QRTEA | Buy | QURATE RETAIL INC COM SER A | $6,000 | +20.0% | 425 | +45.5% | 0.01% | +25.0% |
| KFRC | Buy | KFORCE INC COM | $6,000 | +20.0% | 193 | +0.5% | 0.01% | +25.0% |
| CARO | CAROLINA FINL CORP NEW COM | $7,000 | +16.7% | 212 | 0.0% | 0.01% | +25.0% | |
| MFG | MIZUHO FINL GROUP INC SPONSORED ADRsponsored adr | $7,000 | 0.0% | 2,452 | 0.0% | 0.01% | 0.0% | |
| CRS | CARPENTER TECHNOLOGY CORP | $6,000 | +20.0% | 141 | 0.0% | 0.01% | +25.0% | |
| ETN | Buy | EATON CORP PLC COM | $7,000 | +40.0% | 97 | +21.2% | 0.01% | +25.0% |
| PLAY | DAVE &BUSTERS ENTMT INC COM | $6,000 | 0.0% | 138 | 0.0% | 0.01% | +25.0% | |
| FYC | FIRST TR EXCH TRADED ALPHADEX FD IIsml cp grw alp | $6,000 | +20.0% | 145 | 0.0% | 0.01% | +25.0% | |
| MSGN | MSG NETWORK INC CL Acl a | $6,000 | -14.3% | 301 | 0.0% | 0.01% | 0.0% | |
| RMD | New | RESMED INC | $6,000 | – | 60 | +100.0% | 0.01% | – |
| CNXN | Buy | PC CONNECTION INC COM | $7,000 | +16.7% | 212 | +0.5% | 0.01% | +25.0% |
| AMBA | AMBARELLA INC COM | $6,000 | +50.0% | 142 | 0.0% | 0.01% | +66.7% | |
| COR | CORESITE REALTY CORP COM | $7,000 | +16.7% | 74 | 0.0% | 0.01% | +25.0% | |
| ENB | New | ENBRIDGE INC COM | $6,000 | – | 193 | +100.0% | 0.01% | – |
| KXI | ISHARES TR GLB CNSM STP ETFglb cnsm stp etf | $7,000 | +16.7% | 149 | 0.0% | 0.01% | +25.0% | |
| AXE | ANIXTER INTERNATIONAL INC COM | $6,000 | 0.0% | 124 | 0.0% | 0.01% | +25.0% | |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFshrt nat mun etf | $7,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% | |
| SBS | Buy | CIA SANEAMENTO BASICO DE SAO PAULO SPONS ADRsponsored adr | $6,000 | +200.0% | 656 | +91.3% | 0.01% | +400.0% |
| IJS | ISHARES S&P SMALLCAP 600 VALUE ETFsp smcp600vl etf | $6,000 | +20.0% | 41 | 0.0% | 0.01% | +25.0% | |
| IXJ | ISHARES GLOBAL HEALTHCARE ETFglob hlthcre etf | $6,000 | 0.0% | 113 | 0.0% | 0.01% | +25.0% | |
| CAMP | CALAMP CORP | $5,000 | 0.0% | 442 | 0.0% | 0.00% | 0.0% | |
| AMCX | Buy | AMC NETWORKS INC COMcl a | $5,000 | +66.7% | 91 | +35.8% | 0.00% | +100.0% |
| GDX | VANECK VECTORS ETF TR GOLD MINERS ETFgold miners etf | $5,000 | 0.0% | 259 | 0.0% | 0.00% | 0.0% | |
| NUAN | Buy | NUANCE COMMUNICATIONS INC COM | $5,000 | +150.0% | 345 | +94.9% | 0.00% | +300.0% |
| BHE | Buy | BENCHMARK ELECTRS INC COM | $5,000 | +25.0% | 203 | +0.5% | 0.00% | +33.3% |
| SIMO | SILICON MOTION TECHNOLOGYsponsored adr | $5,000 | +25.0% | 130 | 0.0% | 0.00% | +33.3% | |
| HEFA | ISHARES TRUST CURRENCY HEDGED MSCI EAFE ETFhdg msci eafe | $5,000 | +25.0% | 175 | 0.0% | 0.00% | +33.3% | |
| ENIA | Buy | ENEL AMERICAS SAsponsored adr | $5,000 | 0.0% | 663 | +0.5% | 0.00% | 0.0% |
| SNPS | SYNOPSYS INC COM | $5,000 | +25.0% | 52 | 0.0% | 0.00% | +33.3% | |
| WAB | New | WABTEC CORP COM | $5,000 | – | 69 | +100.0% | 0.00% | – |
| SMP | STANDARD MTR PRODS INC | $5,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| CPE | CALLON PETROLEUM CO COM | $5,000 | +25.0% | 747 | 0.0% | 0.00% | +33.3% | |
| ASML | Buy | ASML HOLDING N V N Y REGISTRY SHS | $5,000 | +400.0% | 31 | +158.3% | 0.00% | +300.0% |
| KLAC | KLA-TENCOR CORP COM | $5,000 | +25.0% | 50 | 0.0% | 0.00% | +33.3% | |
| COLB | Buy | COLUMBIA BKG SYS INC | $5,000 | -16.7% | 175 | +1.2% | 0.00% | 0.0% |
| GWB | Buy | GREAT WESTN BANCORP INC COM | $5,000 | 0.0% | 177 | +0.6% | 0.00% | 0.0% |
| LAC | LITHIUM AMERICAS CORP COM | $5,000 | +25.0% | 1,338 | 0.0% | 0.00% | +33.3% | |
| MEI | METHODE ELECTRS INC COM | $5,000 | +25.0% | 194 | 0.0% | 0.00% | +33.3% | |
| RGR | Buy | STURM RUGER &CO INC COM | $5,000 | 0.0% | 106 | +1.0% | 0.00% | 0.0% |
| XLP | SECTOR SPDR TR SHS BEN INT CONSUMER STAPLESsbi cons stpls | $5,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| EXC | New | EXELON CORP COM NPV | $5,000 | – | 100 | +100.0% | 0.00% | – |
| BTTGY | Buy | BT GROUP ADR EACH REP 5 ORDadr | $5,000 | +400.0% | 375 | +240.9% | 0.00% | +300.0% |
| MBWM | Buy | MERCANTILE BANK CORP COM | $5,000 | +25.0% | 168 | +0.6% | 0.00% | +33.3% |
| CHL | CHINA MOBILE LTD SPON ADRsponsored adr | $5,000 | +25.0% | 100 | 0.0% | 0.00% | +33.3% | |
| PNR | Buy | PENTAIR PLC SHS | $5,000 | +150.0% | 127 | +71.6% | 0.00% | +300.0% |
| LSXMK | Buy | LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM | $5,000 | +66.7% | 139 | +43.3% | 0.00% | +100.0% |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $5,000 | -16.7% | 62 | 0.0% | 0.00% | 0.0% | |
| FAX | ABERDEEN ASIA PACIFIC INCOM FD COM | $4,000 | 0.0% | 1,170 | 0.0% | 0.00% | 0.0% | |
| IGF | ISHARES TR GLB INFRASTR ETFglb infrastr etf | $4,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
| XES | SPDR SER TR S&P OIL & GAS EQUIPoilgas equip | $4,000 | +33.3% | 382 | 0.0% | 0.00% | +50.0% | |
| DNOW | Buy | NOW INC COM | $4,000 | +100.0% | 335 | +71.8% | 0.00% | +200.0% |
| ELP | Buy | CIA PARANAENSE DE ENERGIA COPEL ADRspon adr pfd | $4,000 | – | 520 | +420.0% | 0.00% | – |
| STE | New | STERIS PLC | $4,000 | – | 32 | +100.0% | 0.00% | – |
| UMPQ | Sell | UMPQUA HOLDINGS CORP | $4,000 | -33.3% | 300 | -29.1% | 0.00% | -25.0% |
| UL | UNILEVER PLC SPON ADR NEWspon adr new | $4,000 | +33.3% | 70 | 0.0% | 0.00% | +50.0% | |
| WU | Sell | WESTERN UNION CO COM | $4,000 | -42.9% | 249 | -46.0% | 0.00% | -40.0% |
| CBM | CAMBREX CORP COM | $4,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
| JXI | ISHARES TR GLOB UTILITS ETFglob utilits etf | $4,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| HIO | WESTERN ASSET HI INC OPPORT | $4,000 | 0.0% | 951 | 0.0% | 0.00% | 0.0% | |
| ANGO | ANGIODYNAMICS INC COM | $4,000 | +33.3% | 189 | 0.0% | 0.00% | +50.0% | |
| EBAY | EBAY INC | $4,000 | +33.3% | 130 | 0.0% | 0.00% | +50.0% | |
| HAS | Buy | HASBRO INC COM | $4,000 | 0.0% | 58 | +1.8% | 0.00% | 0.0% |
| BIG | BIG LOTS INC COM | $4,000 | +33.3% | 121 | 0.0% | 0.00% | +50.0% | |
| IEI | ISHARES TR 3 7 YR TREAS BD3 7 yr treas bd | $4,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| CTS | C T S CORPORATION | $4,000 | 0.0% | 158 | 0.0% | 0.00% | 0.0% | |
| VTWO | VANGUARD RUSSELL 2000 ETFvng rus2000idx | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| CLB | Buy | CORE LABORATORIES NV | $2,000 | +100.0% | 37 | +37.0% | 0.00% | +100.0% |
| TIVO | Buy | TIVO CORP COM | $3,000 | 0.0% | 345 | +1.5% | 0.00% | 0.0% |
| TM | TOYOTA MOTOR | $2,000 | 0.0% | 22 | 0.0% | 0.00% | +100.0% | |
| PKG | Buy | PACKAGING CORP OF AMERICA COM | $2,000 | +100.0% | 25 | +92.3% | 0.00% | +100.0% |
| EBR | New | CENTRAIS ELETR BRAS SA - ELETROBRASsponsored adr | $2,000 | – | 283 | +100.0% | 0.00% | – |
| EBS | EMERGENT BIOSOLUTIONS INC COM | $2,000 | -33.3% | 52 | 0.0% | 0.00% | 0.0% | |
| CIM | CHIMERA INVT CORP COM NEW | $3,000 | +50.0% | 162 | 0.0% | 0.00% | +100.0% | |
| GLNG | Buy | GOLAR LNG LIMITED COM | $3,000 | 0.0% | 154 | +0.7% | 0.00% | 0.0% |
| UMC | UNITED MICROELECTRONICS CORPspon adr new | $3,000 | 0.0% | 1,686 | 0.0% | 0.00% | 0.0% | |
| EOG | EOG RESOURCES INC | $2,000 | 0.0% | 26 | 0.0% | 0.00% | +100.0% | |
| DOCU | DOCUSIGN INC COM | $2,000 | +100.0% | 39 | 0.0% | 0.00% | +100.0% | |
| UTL | Buy | UNITIL CORP | $3,000 | 0.0% | 62 | +1.6% | 0.00% | 0.0% |
| UNIT | UNITI GROUP INC COM | $3,000 | -40.0% | 340 | 0.0% | 0.00% | -50.0% | |
| CHU | New | CHINA UNICOM (HONG KONG) LIMITED ADRsponsored adr | $3,000 | – | 277 | +100.0% | 0.00% | – |
| CLNY | Sell | COLONY CAP INC NEW CL A COM | $3,000 | -50.0% | 587 | -59.2% | 0.00% | -50.0% |
| HYLB | New | DBX ETF TR XTRACK USD HIGHxtrack usd high | $2,000 | – | 55 | +100.0% | 0.00% | – |
| CMI | Sell | CUMMINS INC | $3,000 | -50.0% | 22 | -55.1% | 0.00% | -50.0% |
| GLW | Buy | CORNING INC | $3,000 | 0.0% | 105 | +1.0% | 0.00% | 0.0% |
| PRSP | Buy | PERSPECTA INC COM | $2,000 | +100.0% | 116 | +4.5% | 0.00% | +100.0% |
| NGD | NEW GOLD INC COM NPV | $3,000 | 0.0% | 4,446 | 0.0% | 0.00% | 0.0% | |
| APD | Sell | AIR PRODUCTS & CHEM | $3,000 | -40.0% | 18 | -45.5% | 0.00% | -50.0% |
| STPZ | PIMCO ETF TR 1-5 YR US TIPS INDEX FD1-5 us tip idx | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| HYS | New | PIMCO ETF TRUST0-5 high yield | $2,000 | – | 27 | +100.0% | 0.00% | – |
| AEE | AMEREN CORP COM | $2,000 | 0.0% | 33 | 0.0% | 0.00% | +100.0% | |
| PIPR | PIPER JAFFRAY COS COM | $2,000 | 0.0% | 31 | 0.0% | 0.00% | +100.0% | |
| AIG | Buy | AMERICAN INTL GROUP INC COM NEW | $3,000 | +50.0% | 74 | +27.6% | 0.00% | +100.0% |
| AWK | New | AMERICAN WATER WORKS COMPANY INC COM | $2,000 | – | 21 | +100.0% | 0.00% | – |
| LH | LABORATORY CORP AMER HLDGS COM | $3,000 | +50.0% | 22 | 0.0% | 0.00% | +100.0% | |
| ICLR | Buy | ICON PLC SHS | $3,000 | +50.0% | 26 | +13.0% | 0.00% | +100.0% |
| NOBL | PROSHARES TRUST S&P 500 DIVID ARISTOCRATS ETFs&p 500 dv arist | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| PB | PROSPERITY BANCSHARES INC | $2,000 | 0.0% | 37 | 0.0% | 0.00% | +100.0% | |
| RYN | New | RAYONIER INC COM | $3,000 | – | 100 | +100.0% | 0.00% | – |
| KBR | New | KBR INC COM | $3,000 | – | 200 | +100.0% | 0.00% | – |
| JNPR | Sell | JUNIPER NETWORKS COM | $2,000 | -66.7% | 83 | -63.9% | 0.00% | -50.0% |
| AY | New | ATLANTICA YIELD PLC | $3,000 | – | 170 | +100.0% | 0.00% | – |
| JLL | JONES LANG LASALLE INC COM USD0.01 | $2,000 | 0.0% | 16 | 0.0% | 0.00% | +100.0% | |
| JD | New | JD.COM INC SPON ADS EACH REPRspon adr cl a | $3,000 | – | 100 | +100.0% | 0.00% | – |
| RYAAY | Buy | RYANAIR HOLDINGS PLC ADSsponsored ads | $2,000 | +100.0% | 34 | +61.9% | 0.00% | +100.0% |
| VAC | MARRIOTT VACTINS WORLDWID CORP COM | $3,000 | +50.0% | 40 | 0.0% | 0.00% | +100.0% | |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETFportfolio emg mk | $3,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| IJT | ISHARES TR S&P SMALL CAP 600 GROWTH ETFs&p sml 600 gwt | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| LDL | LYDALL INC DEL | $2,000 | +100.0% | 90 | 0.0% | 0.00% | +100.0% | |
| MDYG | SPDR SER TR DJ WILSHIRE MID CAP GROWTH ETFs&p 400 mdcp grw | $2,000 | +100.0% | 42 | 0.0% | 0.00% | +100.0% | |
| IWP | ISHARES RUSSELL MIDCAP GROWTHrus md cp gr etf | $2,000 | +100.0% | 17 | 0.0% | 0.00% | +100.0% | |
| SJNK | New | SPDR SER TR BLOOMBERG SRT TRbloomberg srt tr | $2,000 | – | 99 | +100.0% | 0.00% | – |
| EWA | ISHARES INC MSCI AUST ETFmsci aust etf | $3,000 | +50.0% | 150 | 0.0% | 0.00% | +100.0% | |
| AZN | Sell | ASTRAZENECA ADRsponsored adr | $3,000 | -83.3% | 90 | -81.1% | 0.00% | -84.6% |
| LULU | Buy | LULULEMON ATHLETICA INC COM | $2,000 | – | 14 | +100.0% | 0.00% | – |
| SCHV | SCHWAB STRATEGIC TR US LARGE CAP VALUE ETFus lcap va etf | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| BBT | BB&T CORP COM | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| MS | Sell | MORGAN STANLEY COM | $2,000 | -93.1% | 65 | -91.4% | 0.00% | -90.9% |
| BOKF | B O K FINANCIAL CORP NEW | $2,000 | 0.0% | 28 | 0.0% | 0.00% | +100.0% | |
| IDTI | INTEGRATED DEVICE TECH INC | $3,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| NRG | Sell | NRG ENERGY INC COM NEW | $3,000 | -25.0% | 72 | -37.9% | 0.00% | -33.3% |
| XLRE | SELECT SECTOR SPDR TR RL EST SEL SECrl est sel sec | $2,000 | +100.0% | 64 | 0.0% | 0.00% | +100.0% | |
| LOGM | Buy | LOGMEIN INC COM | $2,000 | +100.0% | 37 | +131.2% | 0.00% | +100.0% |
| BMS | BEMIS CO INC COM | $3,000 | +50.0% | 57 | 0.0% | 0.00% | +100.0% | |
| OMC | Sell | OMNICOM GROUP INC COM | $2,000 | -77.8% | 33 | -73.4% | 0.00% | -71.4% |
| HES | HESS CORPORATION COM | $2,000 | +100.0% | 40 | 0.0% | 0.00% | +100.0% | |
| SWKS | SKYWORKS SOLUTIONS INC COM | $2,000 | 0.0% | 35 | 0.0% | 0.00% | +100.0% | |
| CVS | Sell | CVS HEALTH CORPORATION COM | $3,000 | -62.5% | 64 | -52.6% | 0.00% | -66.7% |
| CDNS | CADENCE DESIGN SYSTEMS INC COM | $2,000 | +100.0% | 42 | 0.0% | 0.00% | +100.0% | |
| LGFB | Buy | LIONS GATE ENTERTAINMENT CORP CL B NON VOTING SHScl b non vtg | $2,000 | – | 158 | +150.8% | 0.00% | – |
| MET | Sell | METLIFE INC COM USD0.01 | $3,000 | -70.0% | 78 | -70.7% | 0.00% | -71.4% |
| LYB | LYONDELLBASELL INDUSTRIES N V COM | $3,000 | +50.0% | 36 | 0.0% | 0.00% | +100.0% | |
| VREX | Sell | VAREX IMAGING CORP COM | $3,000 | -50.0% | 90 | -68.1% | 0.00% | -50.0% |
| TPR | Sell | TAPESTRY INC COM | $2,000 | -66.7% | 67 | -62.4% | 0.00% | -50.0% |
| TCO | TAUBMAN CENTERS INC | $2,000 | +100.0% | 42 | 0.0% | 0.00% | +100.0% | |
| FEI | Buy | FIRST TR MLP &ENERGY INCOME COM | $3,000 | 0.0% | 340 | +2.7% | 0.00% | 0.0% |
| CRZO | CARRIZO OIL &GAS INC COM | $3,000 | 0.0% | 311 | 0.0% | 0.00% | 0.0% | |
| TX | TERNIUM SA ADSsponsored ads | $2,000 | 0.0% | 86 | 0.0% | 0.00% | +100.0% | |
| TEVA | Buy | TEVA PHARMACEUTICAL INDUSTRIES SPON ADSsponsored ads | $3,000 | – | 239 | +378.0% | 0.00% | – |
| CNC | Buy | CENTENE CORP DEL | $3,000 | 0.0% | 64 | +100.0% | 0.00% | 0.0% |
| PCG | Sell | PG&E CORP COM NPV | $3,000 | -66.7% | 216 | -45.7% | 0.00% | -71.4% |
| IRM | IRON MOUNTAIN INC COM | $1,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| NBL | NOBLE ENERGY INC COM | $1,000 | – | 48 | 0.0% | 0.00% | – | |
| MDRIQ | MCDERMOTT INTERNATIONAL INC COM | $1,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% | |
| LITE | LUMENTUM HLDGS INC COM | $1,000 | – | 18 | 0.0% | 0.00% | – | |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC FD COM | $1,000 | 0.0% | 104 | +1.0% | 0.00% | 0.0% |
| LLNW | LIMELIGHT NETWORKS INC COM | $1,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| LSXMA | LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM | $1,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| LBRDK | LIBERTY BROADBAND CORP COM | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| LEA | Buy | LEAR CORP NEW COM | $1,000 | 0.0% | 14 | +55.6% | 0.00% | 0.0% |
| QTS | QTS REALTY TRUST INC COM | $1,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| PYXSQ | PYXUS INTL INC COM | $1,000 | – | 50 | 0.0% | 0.00% | – | |
| KEP | New | KOREA ELECTRIC PWR SPONSORED ADRsponsored adr | $1,000 | – | 136 | +100.0% | 0.00% | – |
| DGX | New | QUEST DIAGNOSTICS INC COM | $1,000 | – | 15 | +100.0% | 0.00% | – |
| RCI | ROGERS COMMUNICATIONS INCcl b | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| SBAC | New | SBA COMMUNICATIONS CORP NEW CL Acl a | $1,000 | – | 7 | +100.0% | 0.00% | – |
| IWM | ISHARES RUSSELL 2000 ETFrussell 2000 etf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES RUSSELL 2000 GROWTH ETFrus 2000 grw etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| SBRA | SABRA HEALTH CARE REIT INC COM | $1,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
| IQV | New | IQVIA HLDGS INC COM | $1,000 | – | 12 | +100.0% | 0.00% | – |
| DBB | INVESCO DB MLTI SECTR CMMTY TR BASE METALS FDbase metals fd | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| IFF | New | INTERNATIONAL FLAVORS &FRAGRANCES COM | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ILMN | New | ILLUMINA INC COM | $1,000 | – | 5 | +100.0% | 0.00% | – |
| JBHT | New | HUNT J.B. TRANSPORT SERVICES INC COM | $1,000 | – | 10 | +100.0% | 0.00% | – |
| HFC | Sell | HOLLYFRONTIER CORPORATION COM | $1,000 | -80.0% | 36 | -67.6% | 0.00% | -75.0% |
| HXL | New | HEXCEL CORP COM NEW | $1,000 | – | 16 | +100.0% | 0.00% | – |
| LUV | Sell | SOUTHWEST AIRLNS CO | $1,000 | -75.0% | 20 | -76.7% | 0.00% | -66.7% |
| S | SPRINT CORPORATION COM | $1,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| SRCL | STERICYCLE INC COM | $1,000 | – | 25 | 0.0% | 0.00% | – | |
| GLIBA | GCI LIBERTY INC COM CLASS A | $1,000 | – | 22 | 0.0% | 0.00% | – | |
| F | FORD MTR CO DEL COM | $1,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% | |
| FRC | New | FIRST REPUBLIC BANK SAN FRANCISCO COM | $1,000 | – | 15 | +100.0% | 0.00% | – |
| FNF | FIDELITY NATIONAL FINANCIAL FNF GROUP | $1,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| EVOL | EVOLVING SYS INC COM NEW | $1,000 | 0.0% | 933 | 0.0% | 0.00% | 0.0% | |
| ERIC | ERICSSON ADR EACH REPadr b sek 10 | $1,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $1,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| ETR | ENTERGY CORP NEW | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| TRV | Sell | TRAVELERS COMPANIES INC COM STK NPV | $1,000 | -92.9% | 8 | -93.2% | 0.00% | -90.0% |
| UN | New | UNILEVER NV | $1,000 | – | 26 | +100.0% | 0.00% | – |
| AKOB | EMBOTELLADORA ANDINA S A SPON ADR Bspon adr b | $1,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| EWBC | New | EAST WEST BANCORP INC | $1,000 | – | 26 | +100.0% | 0.00% | – |
| X | UNITED STATES STEEL CORP | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DVN | DEVON ENERGY CORP NEW | $1,000 | – | 40 | 0.0% | 0.00% | – | |
| CCU | Buy | COMPANIA CERVECERIAS UNIDAS SA SPONSORED ADRsponsored adr | $1,000 | – | 48 | +92.0% | 0.00% | – |
| CHA | CHINA TELECOM CORPORATION | $1,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| CHTR | Sell | CHARTER COMMUNICATIONS INC NEW CL Acl a | $1,000 | -91.7% | 3 | -93.0% | 0.00% | -88.9% |
| CI | Sell | CIGNA CORP NEW COM | $1,000 | -75.0% | 8 | -65.2% | 0.00% | -66.7% |
| BR | BROADRIDGE FINANCIAL SOLUTION INC COM | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| VIAV | VIAVI SOLUTIONS INC COM | $1,000 | – | 92 | 0.0% | 0.00% | – | |
| APRN | BLUE APRON HLDGS INC CL Acl a | $1,000 | 0.0% | 1,100 | 0.0% | 0.00% | 0.0% | |
| BLE | Buy | BLACKROCK MUN INCOME TR II | $1,000 | 0.0% | 107 | +0.9% | 0.00% | 0.0% |
| WAT | New | WATERS CORP | $1,000 | – | 6 | +100.0% | 0.00% | – |
| WBT | WELBILT INC COM | $1,000 | – | 75 | 0.0% | 0.00% | – | |
| GOLD | BARRICK GOLD CORP COM | $1,000 | – | 73 | 0.0% | 0.00% | – | |
| DTD | WISDOMTREE TR US TOTAL DIVIDNDus total dividnd | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| AVHOQ | AVIANCA HOLDINGSspon adr rep pfd | $1,000 | 0.0% | 284 | 0.0% | 0.00% | 0.0% | |
| AVB | New | AVALONBAY COMMUNITIES INC COM | $1,000 | – | 5 | +100.0% | 0.00% | – |
| AXS | AXIS CAPITAL HOLDINGS LTD COM | $1,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| WFTIQ | WEATHERFORD INTL PLC ORD SHS | $1,000 | 0.0% | 1,835 | 0.0% | 0.00% | 0.0% | |
| NVMI | New | NOVA MEASURING INSTRUMENTS | $1,000 | – | 48 | +100.0% | 0.00% | – |
| QGEN | New | QIAGEN NV SHS NEW SEDOL | $1,000 | – | 30 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC COM | $1,000 | – | 28 | +100.0% | 0.00% | – |
| TAP | Sell | MOLSON COORS BREWING COMPANY COMcl b | $1,000 | -80.0% | 29 | -70.4% | 0.00% | -75.0% |
| MIDD | New | MIDDLEBY CORP COM | $1,000 | – | 9 | +100.0% | 0.00% | – |
| XOP | Exit | SPDR SER TR S&P OIL & GAS EXPL & PRODTN ETFs&p oilgas exp | $0 | – | 0 | +100.0% | 0.00% | – |
| WINMQ | Exit | WINDSTREAM HLDGS INC COM PAR | $0 | – | -56 | -100.0% | 0.00% | – |
| SIVR | Exit | ABERDEEN STD SILVER ETF TR PHYSCL SILVR SHS | $0 | – | 0 | +100.0% | 0.00% | – |
| HMNY | Exit | HELIOS &MATHESON ANALYTICS IN COM PAR | $0 | – | -1 | -100.0% | 0.00% | – |
| BEN | Sell | FRANKLIN RESOURCES INC COM | $0 | -100.0% | 30 | -81.2% | 0.00% | -100.0% |
| CSGS | CSG SYSTEMS INTL INC | $0 | – | 21 | 0.0% | 0.00% | – | |
| CME | CME GROUP INC COM CL A | $0 | – | 4 | 0.0% | 0.00% | – | |
| FTNT | FORTINET INC COM | $0 | – | 5 | 0.0% | 0.00% | – | |
| BPR | BROOKFIELD PROPERTY REIT INC CL Acl a | $0 | – | 39 | 0.0% | 0.00% | – | |
| FE | FIRSTENERGY CORP COM | $0 | – | 24 | 0.0% | 0.00% | – | |
| VEC | VECTRUS INC COM | $0 | – | 29 | 0.0% | 0.00% | – | |
| BWA | New | BORG WARNER INC COM USD0.01 | $0 | – | 20 | +100.0% | 0.00% | – |
| TAK | New | TAKEDA PHARMACEUTICAL COsponsored ads | $0 | – | 31 | +100.0% | 0.00% | – |
| SVVC | FIRSTHAND TECHNOLOGY VALUE | $0 | – | 10 | 0.0% | 0.00% | – | |
| BLKB | New | BLACKBAUD INC | $0 | – | 12 | +100.0% | 0.00% | – |
| WPP | New | WPP PLC AMERICAN DEPOSITARYadr | $0 | – | 15 | +100.0% | 0.00% | – |
| SNAP | SNAP INC CL Acl a | $0 | – | 50 | 0.0% | 0.00% | – | |
| HBI | HANESBRANDS INC COM | $0 | – | 17 | 0.0% | 0.00% | – | |
| BHP | New | BHP GROUP LTDsponsored ads | $0 | – | 15 | +100.0% | 0.00% | – |
| TER | TERADYNE INC COM USD0.125 | $0 | – | 16 | 0.0% | 0.00% | – | |
| FSLR | New | FIRST SOLAR INC COM | $0 | – | 15 | +100.0% | 0.00% | – |
| WSO | New | WATSCO INC | $0 | – | 2 | +100.0% | 0.00% | – |
| FRT | Sell | FEDERAL REALTY INVESTMENT TRUSTsh ben int new | $0 | -100.0% | 4 | -90.0% | 0.00% | -100.0% |
| ESRT | EMPIRE ST RLTY TR INC CL Acl a | $0 | – | 10 | 0.0% | 0.00% | – | |
| BBBY | BED BATH AND BEYOND COM | $0 | – | 30 | 0.0% | 0.00% | – | |
| HSON | HUDSON GLOBAL INC COM | $0 | – | 2 | 0.0% | 0.00% | – | |
| IPGP | New | IPG PHOTONICS CORPORATION COM | $0 | – | 5 | +100.0% | 0.00% | – |
| AJG | GALLAGHER | $0 | – | 8 | 0.0% | 0.00% | – | |
| ITW | Sell | ILLINOIS TOOL WORKS INC COM | $0 | -100.0% | 6 | -84.2% | 0.00% | -100.0% |
| WBK | WESTPAC BANKING CORPORATION ADRsponsored adr | $0 | – | 42 | 0.0% | 0.00% | – | |
| IMGN | IMMUNOGEN INC COM | $0 | – | 142 | 0.0% | 0.00% | – | |
| CYOU | CHANGYOU COM LTD ADS REP CL Aads rep cl a | $0 | – | 47 | 0.0% | 0.00% | – | |
| TILE | New | INTERFACE INC COM | $0 | – | 47 | +100.0% | 0.00% | – |
| XON | INTREXON CORP COM | $0 | – | 100 | 0.0% | 0.00% | – | |
| MTX | New | MINERALS TECH INC | $0 | – | 10 | +100.0% | 0.00% | – |
| MMC | MARSH &MCLENNAN COMPANIES INC COM | $0 | – | 10 | 0.0% | 0.00% | – | |
| IQ | IQIYI INC SPON EACH ADSsponsored ads | $0 | – | 15 | 0.0% | 0.00% | – | |
| AVDL | AVADEL PHARMACEUTICALSsponsored adr | $0 | – | 85 | 0.0% | 0.00% | – | |
| WDAY | WORKDAY INC COMcl a | $0 | – | 5 | 0.0% | 0.00% | – | |
| AUPH | AURINIA PHARMACEUTICALS INC COM | $0 | – | 120 | 0.0% | 0.00% | – | |
| XRX | Sell | XEROX CORP COM NEW | $0 | -100.0% | 25 | -92.9% | 0.00% | -100.0% |
| GCVRZ | New | SANOFI CONTGNTright 12/31/2020 | $0 | – | 100 | +100.0% | 0.00% | – |
| AQB | AQUABOUNTY TECHNOLOGIES INC COM NEW | $0 | – | 1 | 0.0% | 0.00% | – | |
| APDN | APPLIED DNA SCIENCES INC COM | $0 | – | 1 | 0.0% | 0.00% | – | |
| ANSS | New | ANSYS INC COM | $0 | – | 5 | +100.0% | 0.00% | – |
| SLYV | SPDR SERIES TRUST S&P 600 SMCP VALs&p 600 smcp val | $0 | – | 15 | 0.0% | 0.00% | – | |
| RY | ROYAL BANK OF CANADA COM | $0 | – | 10 | 0.0% | 0.00% | – | |
| EIM | New | EATON VANCE MUNICIPAL BOND FD | $0 | – | 52 | +100.0% | 0.00% | – |
| VIAB | Exit | VIACOM INC NEW CL Bcl b | $0 | – | -30 | -100.0% | 0.00% | – |
| NFLX | NETFLIX COM INC COM | $0 | – | 2 | 0.0% | 0.00% | – | |
| REZI | Sell | RESIDEO TECHNOLOGIES INC COM | $0 | -100.0% | 28 | -50.0% | 0.00% | -100.0% |
| AMRS | AMYRIS INC COM NEW | $0 | – | 2 | 0.0% | 0.00% | – | |
| RGA | New | REINSURANCE GRP OF AMERICA INC COM NEW | $0 | – | 6 | +100.0% | 0.00% | – |
| RYAM | New | RAYONIER ADVANCED MATERIALS INC COM | $0 | – | 33 | +100.0% | 0.00% | – |
| PSA | Sell | PUBLIC STORAGE COM | $0 | -100.0% | 3 | -98.4% | 0.00% | -100.0% |
| LPL | New | LG DISPLAY CO LTD SPONS ADR REPspons adr rep | $0 | – | 0 | +100.0% | 0.00% | – |
| LW | New | LAMB WESTON HLDGS INC COM | $0 | – | 12 | +100.0% | 0.00% | – |
| UNG | UNITED STATES NATL GAS FUND LP UNIT PARunit par | $0 | – | 12 | 0.0% | 0.00% | – | |
| MAT | MATTEL INC COM | $0 | – | 44 | 0.0% | 0.00% | – | |
| LVS | LAS VEGAS SANDS CORP COM | $0 | – | 14 | 0.0% | 0.00% | – | |
| AKBA | AKEBIA THERAPEUTICS INC COM | $0 | – | 37 | 0.0% | 0.00% | – | |
| LSCC | LATTICE SEMICONDUCTR CORP | $0 | – | 26 | 0.0% | 0.00% | – | |
| MNKKQ | MALLINCKRODT PLC | $0 | – | 33 | 0.0% | 0.00% | – | |
| LEG | Sell | LEGGETT &PLATT INC COM | $0 | -100.0% | 19 | -94.3% | 0.00% | -100.0% |
| ASIX | ADVANSIX INC COM | $0 | – | 3 | 0.0% | 0.00% | – | |
| SDRLF | SEADRILL LTD COM | $0 | – | 1 | 0.0% | 0.00% | – | |
| LBRDA | LIBERTY BROADBAND CORP COM | $0 | – | 8 | 0.0% | 0.00% | – | |
| PBCT | Sell | PEOPLES UTD FINL INC COM | $0 | -100.0% | 36 | -84.8% | 0.00% | -100.0% |
| BATRA | LIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP | $0 | – | 1 | 0.0% | 0.00% | – | |
| FWONK | LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA | $0 | – | 18 | 0.0% | 0.00% | – | |
| ACTG | ACACIA RESH CORP AR ACACIA TECHNOLOGIES COM | $0 | – | 100 | 0.0% | 0.00% | – | |
| FWONA | LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA | $0 | – | 11 | 0.0% | 0.00% | – | |
| CYBR | CYBER-ARK SOFTWARE LTD COM | $0 | – | 5 | 0.0% | 0.00% | – | |
| MLCO | New | MELCO RESORTS AND ENTERTAINMENTadr | $0 | – | 34 | +100.0% | 0.00% | – |
| ANF | ABERCROMBIE &FITCH CO CL A COMcl a | $0 | – | 1 | 0.0% | 0.00% | – | |
| BATRK | LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP | $0 | – | 2 | 0.0% | 0.00% | – | |
| LGND | New | LIGAND PHARMACEUTICALS INC COM NEW | $0 | – | 7 | +100.0% | 0.00% | – |
| ORA | New | ORMAT TECHNOLOGIES INC | $0 | – | 14 | +100.0% | 0.00% | – |
| MTN | VAIL RESORTS INC COM | $0 | – | 3 | 0.0% | 0.00% | – | |
| NOK | Buy | NOKIA OYJ ADRsponsored adr | $0 | – | 88 | +131.6% | 0.00% | – |
| NWL | Sell | NEWELL BRANDS INC COM | $0 | -100.0% | 44 | -67.2% | 0.00% | -100.0% |
| SMOG | New | VANECK VECTORS ETF TR GLOBAL ALTER ETFglobal alter etf | $0 | – | 5 | +100.0% | 0.00% | – |
| ORBK | Exit | ORBOTECH ORDord | $0 | – | -17 | -100.0% | 0.00% | – |
| PBA | Exit | PEMBINA PIPELINE CORP COM | $0 | – | -29 | -100.0% | 0.00% | – |
| CNDT | CONDUENT INC COM | $0 | – | 20 | 0.0% | 0.00% | – | |
| TRXC | Exit | TRANSENTERIX INC | $0 | – | -100 | -100.0% | 0.00% | – |
| EIV | Exit | EATON VANCE MUNICIPAL BOND FUND II | $0 | – | -52 | -100.0% | 0.00% | – |
| GPS | Sell | GAP INC COM | $0 | -100.0% | 24 | -87.1% | 0.00% | -100.0% |
| EC | Exit | ECOPETROL S A SPONSOREDsponsored ads | $0 | – | -39 | -100.0% | 0.00% | – |
| REK | Exit | PROSHARES TR SHORT REAL ESTATE FDshrt rl est fd | $0 | – | 0 | +100.0% | 0.00% | – |
| GTX | GARRETT MOTION INC COM | $0 | – | 17 | 0.0% | 0.00% | – | |
| ESIO | Exit | ELECTRO SCIENTIFIC INDS INC | $0 | – | -21 | -100.0% | 0.00% | – |
| UE | Exit | URBAN EDGE PPTYS COM | $0 | – | -47 | -100.0% | 0.00% | – |
| FTRCQ | Sell | FRONTIER COMMUNICATIONS CORP COM NEW | $0 | – | 7 | -36.4% | 0.00% | – |
| SQBG | Exit | SEQUENTIAL BRNDS GROUP INC NEW COM | $0 | – | -34 | -100.0% | 0.00% | – |
| AVNS | Exit | AVANOS MED INC COM | $0 | – | -36 | -100.0% | -0.00% | – |
| STE | Exit | STERIS PLC GBP0.1 | $0 | – | -18 | -100.0% | -0.00% | – |
| BCS | Exit | BARCLAYS PLC ADRadr | $0 | – | -149 | -100.0% | -0.00% | – |
| PTR | Exit | PETROCHINA CO ADS EACHsponsored adr | $0 | – | -39 | -100.0% | -0.00% | – |
| CC | Exit | CHEMOURS CO COM | $0 | – | -78 | -100.0% | -0.00% | – |
| EMHY | Exit | ISHARES INC EM HGHYL BD ETFem hghyl bd etf | $0 | – | -44 | -100.0% | -0.00% | – |
| AMP | Exit | AMERIPRISE FINL INC COM | $0 | – | -28 | -100.0% | -0.00% | – |
| SEE | Exit | SEALED AIR CORP NEW | $0 | – | -85 | -100.0% | -0.00% | – |
| CBS | Exit | CBS CORP NEW CL Bcl b | $0 | – | -32 | -100.0% | -0.00% | – |
| NMRK | Exit | NEWMARK GROUP INC CL Acl a | $0 | – | -366 | -100.0% | -0.00% | – |
| PBI | Exit | PITNEY BOWES INC | $0 | – | -418 | -100.0% | -0.00% | – |
| MINT | Exit | PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETFenhan shrt ma ac | $0 | – | -25 | -100.0% | -0.00% | – |
| UAA | Exit | UNDER ARMOUR INC COM STKcl a | $0 | – | -80 | -100.0% | -0.00% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -25 | -100.0% | -0.00% | – |
| IEUR | Exit | ISHARES TRUST CORE MSCI EUROPEcore msci euro | $0 | – | -87 | -100.0% | -0.00% | – |
| GT | Exit | GOODYEAR TIRE & RUBBER CO | $0 | – | -190 | -100.0% | -0.00% | – |
| EXPD | Exit | EXPEDITORS INTL WASH INC COM | $0 | – | -58 | -100.0% | -0.00% | – |
| PK | Exit | PARK HOTELS RESORTS INC COM | $0 | – | -144 | -100.0% | -0.00% | – |
| ROL | Exit | ROLLINS INC COM | $0 | – | -106 | -100.0% | -0.00% | – |
| TXT | Exit | TEXTRON INC | $0 | – | -79 | -100.0% | -0.00% | – |
| LB | Exit | L BRANDS INC COM | $0 | – | -133 | -100.0% | -0.00% | – |
| IP | Exit | INTL PAPER CO | $0 | – | -96 | -100.0% | -0.00% | – |
| VNO | Exit | VORNADO RLTY TRsh ben int | $0 | – | -60 | -100.0% | -0.00% | – |
| ULTA | Exit | ULTA BEAUTY INC COM | $0 | – | -14 | -100.0% | -0.00% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -35 | -100.0% | -0.00% | – |
| CONE | Exit | CYRUSONE COM | $0 | – | -73 | -100.0% | -0.00% | – |
| DOV | Exit | DOVER CORP COM | $0 | – | -52 | -100.0% | -0.00% | – |
| WRK | Exit | WESTROCK CO COM | $0 | – | -94 | -100.0% | -0.00% | – |
| COF | Exit | CAPITAL ONE FINANCIAL CORP | $0 | – | -49 | -100.0% | -0.00% | – |
| CF | Exit | CF INDS HLDGS INC COM | $0 | – | -102 | -100.0% | -0.00% | – |
| INTU | Exit | INTUIT COM | $0 | – | -21 | -100.0% | -0.00% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC COM | $0 | – | -20 | -100.0% | -0.00% | – |
| NTB | Exit | BANK NT BUTTERFIELD COM | $0 | – | -157 | -100.0% | -0.00% | – |
| STLD | Exit | STEEL DYNAMICS INC COM | $0 | – | -152 | -100.0% | -0.00% | – |
| SKM | Exit | SK TELECOM LTD SPONSORED ADRsponsored adr | $0 | – | -169 | -100.0% | -0.00% | – |
| L | Exit | LOEWS CORP | $0 | – | -93 | -100.0% | -0.00% | – |
| FFIV | Exit | F5 NETWORKS INC COM | $0 | – | -29 | -100.0% | -0.00% | – |
| RHI | Exit | ROBERT HALF INTL INC | $0 | – | -86 | -100.0% | -0.00% | – |
| JPST | Exit | JP MORGAN ETF TRUST ULTRA SHORT INCOME ETFultra shrt inc | $0 | – | -96 | -100.0% | -0.00% | – |
| FMS | Exit | FRESENIUS MEDICAL CARE AG & CO KGAA ADRsponsored adr | $0 | – | -148 | -100.0% | -0.00% | – |
| ROIC | Exit | RETAIL OPPORTUNITY INVTS CORP COM | $0 | – | -252 | -100.0% | -0.00% | – |
| AIV | Exit | APARTMENT INVT & MGMT COcl a | $0 | – | -112 | -100.0% | -0.00% | – |
| BGCP | Exit | BGC PARTNERS INC COMcl a | $0 | – | -789 | -100.0% | -0.00% | – |
| STAG | Exit | STAG INDL INC COM | $0 | – | -163 | -100.0% | -0.00% | – |
| TSN | Exit | TYSON FOODS INC CL Acl a | $0 | – | -76 | -100.0% | -0.00% | – |
| ROST | Exit | ROSS STORES INC COM | $0 | – | -57 | -100.0% | -0.00% | – |
| BDN | Exit | BRANDYWINE RLTY TR SBI NEWsh ben int new | $0 | – | -314 | -100.0% | -0.00% | – |
| IHG | Exit | INTERCONTINENTAL HOTELS GROUPsponsored adr | $0 | – | -120 | -100.0% | -0.00% | – |
| PAGP | Exit | PLAINS GP HLDGS L P LTDltd partnr int a | $0 | – | -302 | -100.0% | -0.00% | – |
| FAST | Exit | FASTENAL CO | $0 | – | -116 | -100.0% | -0.00% | – |
| LABL | Exit | MULTI COLOR CORP | $0 | – | -145 | -100.0% | -0.00% | – |
| HOG | Exit | HARLEY DAVIDSON INC COM | $0 | – | -190 | -100.0% | -0.00% | – |
| VNOM | Exit | VIPER ENERGY PARTNERS LP COM UNT RP INT | $0 | – | -253 | -100.0% | -0.00% | – |
| CVA | Exit | COVANTA HLDG CORP COM | $0 | – | -520 | -100.0% | -0.00% | – |
| MSM | Exit | MSC INDUSTRIAL DIRECT CO INCcl a | $0 | – | -71 | -100.0% | -0.00% | – |
| STWD | Exit | STARWOOD PPTY TR INC COM | $0 | – | -281 | -100.0% | -0.00% | – |
| FNB | Exit | F N B CORPORATION | $0 | – | -674 | -100.0% | -0.00% | – |
| PACW | Exit | PACWEST BANCORP DEL COM | $0 | – | -203 | -100.0% | -0.00% | – |
| DAL | Exit | DELTA AIR LINES INC DEL COM NEW | $0 | – | -114 | -100.0% | -0.00% | – |
| TRGP | Exit | TARGA RES CORP COM | $0 | – | -167 | -100.0% | -0.00% | – |
| ENY | Exit | INVESCO EXCHNG TRADED FD TR II CDN ENERGY INMcdn energy inm | $0 | – | -1,256 | -100.0% | -0.01% | – |
| IX | Exit | ORIX CORPORATION SPON ADRsponsored adr | $0 | – | -102 | -100.0% | -0.01% | – |
| BBY | Exit | BEST BUY INC | $0 | – | -135 | -100.0% | -0.01% | – |
| ORI | Exit | OLD REPUBLIC INTL CORP | $0 | – | -382 | -100.0% | -0.01% | – |
| NTAP | Exit | NETAPP INC COM | $0 | – | -130 | -100.0% | -0.01% | – |
| HRB | Exit | BLOCK H & R INC | $0 | – | -326 | -100.0% | -0.01% | – |
| FL | Exit | FOOT LOCKER INC COM | $0 | – | -158 | -100.0% | -0.01% | – |
| IUSG | Exit | ISHARES CORE S&P US GROWTH ETFcore s&p us gwt | $0 | – | -160 | -100.0% | -0.01% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -83 | -100.0% | -0.01% | – |
| AMAT | Exit | APPLIED MATERIALS INC | $0 | – | -351 | -100.0% | -0.01% | – |
| LLY | Exit | LILLY ELI &CO COM NPV | $0 | – | -109 | -100.0% | -0.01% | – |
| IWB | Exit | ISHARES RUSSELL 1000 ETFrus 1000 etf | $0 | – | -91 | -100.0% | -0.01% | – |
| PFG | Exit | PRINCIPAL FINANCIAL GROUP | $0 | – | -296 | -100.0% | -0.01% | – |
| BIL | Exit | SPDR SER TR SPDR BLOOMBERGspdr bloomberg | $0 | – | -155 | -100.0% | -0.01% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -39 | -100.0% | -0.01% | – |
| SHV | Exit | ISHARES TR SHORT TREAS BDshort treas bd | $0 | – | -128 | -100.0% | -0.01% | – |
| VMO | Exit | INVESCO MUN OPPORTUNITY TR COM | $0 | – | -1,688 | -100.0% | -0.01% | – |
| KORS | Exit | MICHAEL KORS HOLDINGS LTD COM NPV | $0 | – | -529 | -100.0% | -0.02% | – |
| PXR | Exit | INVESCO EXCHNG TRADED FD TR II EMRNG MKT INFRemrng mkt infr | $0 | – | -700 | -100.0% | -0.02% | – |
| CE | Exit | CELANESE CORP DEL COM | $0 | – | -254 | -100.0% | -0.02% | – |
| VVC | Exit | VECTREN CORP | $0 | – | -325 | -100.0% | -0.02% | – |
| CMA | Exit | COMERICA INC | $0 | – | -381 | -100.0% | -0.02% | – |
| STI | Exit | SUNTRUST BANKS INC | $0 | – | -518 | -100.0% | -0.02% | – |
| ETFC | Exit | E TRADE FINL CORP COM NEW | $0 | – | -624 | -100.0% | -0.02% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND | $0 | – | -744 | -100.0% | -0.02% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -1,319 | -100.0% | -0.02% | – |
| M | Exit | MACYS INC COM | $0 | – | -1,147 | -100.0% | -0.02% | – |
| TSS | Exit | TOTAL SYS SVCS INC | $0 | – | -429 | -100.0% | -0.02% | – |
| APHA | Exit | APHRIA INC COM | $0 | – | -6,215 | -100.0% | -0.03% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC COM NEW | $0 | – | -78 | -100.0% | -0.03% | – |
| VAR | Exit | VARIAN MED SYS INC COM | $0 | – | -480 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM USD0 00001 | 19 | Q3 2023 | 12.9% |
| CHEVRON CORP NEW COM | 19 | Q3 2023 | 6.5% |
| MICROSOFT CORP | 19 | Q3 2023 | 2.7% |
| VANGUARD S&P 500 ETF SHS | 19 | Q3 2023 | 2.8% |
| VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | 19 | Q3 2023 | 2.3% |
| ISHARES TR MSCI USA MIN VOL | 19 | Q3 2023 | 4.9% |
| TESLA INC COM | 19 | Q3 2023 | 1.7% |
| VANGUARD TOTAL BOND MARKET ETF | 19 | Q3 2023 | 11.7% |
| VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF | 19 | Q3 2023 | 4.1% |
| AMAZONCOM INC | 19 | Q3 2023 | 1.0% |
View LIBERTY WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-11-15 |
| 13F-HR/A | 2021-08-13 |
View LIBERTY WEALTH MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.