$1.71 Billion is the total value of GREAT VALLEY ADVISOR GROUP, INC.'s 586 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 17.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $48,846,000 | +4.8% | 278,717 | +1.5% | 2.85% | -1.1% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $40,073,000 | +7.1% | 753,989 | +12.4% | 2.34% | +1.0% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $37,820,000 | -4.6% | 484,304 | -0.8% | 2.20% | -10.0% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $30,648,000 | -11.6% | 80,511 | -11.8% | 1.79% | -16.6% |
| MSFT | Buy | MICROSOFT CORP | $29,440,000 | +6.9% | 93,461 | +9.6% | 1.72% | +0.9% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $29,282,000 | -6.8% | 340,233 | +0.4% | 1.71% | -12.1% |
| FCTR | Buy | FIRST TR EXCHANGE-TRADED FDlunt us factor | $27,562,000 | +5.0% | 841,590 | +14.0% | 1.61% | -0.9% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $26,486,000 | -11.9% | 265,440 | -6.6% | 1.54% | -16.9% |
| USMF | New | WISDOMTREE TRus multifactor | $25,953,000 | – | 633,483 | +100.0% | 1.51% | – |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $22,033,000 | +9.0% | 149,275 | +6.6% | 1.28% | +2.9% |
| AMZN | Buy | AMAZON COM INC | $21,040,000 | +12.2% | 6,411 | +13.4% | 1.23% | +5.9% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $20,771,000 | +7.0% | 311,343 | +14.8% | 1.21% | +0.9% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $20,518,000 | +13.6% | 491,294 | +13.9% | 1.20% | +7.2% |
| MUB | Buy | ISHARES TRnational mun etf | $20,366,000 | -0.4% | 185,476 | +5.5% | 1.19% | -5.9% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $19,951,000 | -10.3% | 69,317 | -0.0% | 1.16% | -15.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $19,933,000 | +5.4% | 68,066 | +4.3% | 1.16% | -0.6% |
| AGG | Sell | ISHARES TRcore us aggbd et | $19,682,000 | -5.8% | 182,573 | -0.3% | 1.15% | -11.1% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $18,251,000 | +12.5% | 645,356 | +14.5% | 1.06% | +6.2% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $18,103,000 | -0.8% | 411,795 | +2.2% | 1.06% | -6.4% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $18,087,000 | +1.6% | 225,572 | +3.2% | 1.06% | -4.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $16,043,000 | -11.1% | 34,733 | -10.9% | 0.94% | -16.1% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $15,479,000 | +7.5% | 235,482 | +11.3% | 0.90% | +1.5% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $15,030,000 | +6.0% | 318,679 | +11.8% | 0.88% | 0.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $13,828,000 | +1092.1% | 185,222 | +755.7% | 0.81% | +1019.4% |
| FYT | Buy | FIRST TR EXCHANGE-TRADED ALPsml cap val alph | $13,267,000 | +8.5% | 259,647 | +12.7% | 0.77% | +2.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $13,250,000 | +8.6% | 4,701 | +8.7% | 0.77% | +2.5% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $12,889,000 | -13.1% | 28,325 | -10.6% | 0.75% | -18.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $12,873,000 | -9.2% | 131,674 | +1.3% | 0.75% | -14.3% |
| RPV | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $12,851,000 | +13.4% | 150,041 | +7.0% | 0.75% | +7.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $12,395,000 | +10.6% | 180,921 | +76.0% | 0.72% | +4.5% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $12,275,000 | -1.4% | 202,189 | +2.1% | 0.72% | -6.9% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $12,050,000 | +6.1% | 285,890 | +12.3% | 0.70% | +0.1% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $11,915,000 | +2.4% | 346,697 | +8.6% | 0.70% | -3.3% |
| XMHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $11,849,000 | -2.3% | 156,860 | +3.8% | 0.69% | -7.7% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $11,694,000 | +57.8% | 33,717 | +65.3% | 0.68% | +48.9% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $11,577,000 | -3.9% | 53,544 | -0.4% | 0.68% | -9.4% |
| CDC | Buy | VICTORY PORTFOLIOS II | $10,564,000 | +35.6% | 147,002 | +31.3% | 0.62% | +28.1% |
| CVX | Buy | CHEVRON CORP NEW | $10,445,000 | +59.1% | 64,679 | +15.1% | 0.61% | +50.0% |
| NVDA | Buy | NVIDIA CORPORATION | $10,229,000 | +5.3% | 37,390 | +12.5% | 0.60% | -0.7% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $10,016,000 | -11.1% | 203,895 | -6.5% | 0.58% | -16.2% |
| COMB | Buy | GRANITESHARES ETF TR | $9,996,000 | +31.4% | 311,499 | +5.1% | 0.58% | +24.0% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $9,888,000 | +48.4% | 355,108 | +57.9% | 0.58% | +40.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $9,883,000 | -22.9% | 69,411 | -13.6% | 0.58% | -27.3% |
| Buy | GXO LOGISTICS INCORPORATED | $9,841,000 | +12.8% | 108,343 | +0.1% | 0.57% | +6.5% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $9,799,000 | -2.3% | 40,093 | -0.7% | 0.57% | -7.9% |
| FPXI | Buy | FIRST TR EXCHANGE TRADED FDintl equity opp | $9,618,000 | +48.9% | 196,376 | +76.0% | 0.56% | +40.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $9,514,000 | +13.6% | 18,763 | +3.3% | 0.56% | +7.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $9,411,000 | +7.1% | 53,664 | +2.8% | 0.55% | +1.1% |
| ECL | Buy | ECOLAB INC | $8,885,000 | +10.8% | 39,436 | +4.8% | 0.52% | +4.6% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $8,548,000 | +8.3% | 52,116 | +10.0% | 0.50% | +2.0% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $8,493,000 | +56.2% | 160,060 | +67.7% | 0.50% | +47.3% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $8,270,000 | -4.6% | 81,197 | +0.2% | 0.48% | -10.1% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $8,271,000 | +252.1% | 108,729 | +239.7% | 0.48% | +232.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $8,023,000 | +42.4% | 22,987 | +21.5% | 0.47% | +34.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $7,897,000 | +5.2% | 34,666 | +11.4% | 0.46% | -0.9% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $7,723,000 | +8.6% | 76,513 | +15.1% | 0.45% | +2.3% |
| XME | New | SPDR SER TRs&p metals mng | $7,573,000 | – | 123,560 | +100.0% | 0.44% | – |
| SPMB | Buy | SPDR SER TRportfli mortgage | $7,408,000 | +225.2% | 307,563 | +243.8% | 0.43% | +206.4% |
| MO | Buy | ALTRIA GROUP INC | $7,405,000 | +40.8% | 141,879 | +27.7% | 0.43% | +32.9% |
| V | Sell | VISA INC | $7,338,000 | -0.7% | 33,360 | -1.2% | 0.43% | -6.3% |
| EFA | Sell | ISHARES TRmsci eafe etf | $7,261,000 | -21.4% | 97,240 | -17.4% | 0.42% | -25.9% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $7,233,000 | +0.3% | 96,823 | +2.2% | 0.42% | -5.4% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $7,166,000 | +33.9% | 50,012 | +25.2% | 0.42% | +26.3% |
| SQ | Buy | BLOCK INCcl a | $7,083,000 | -8.2% | 52,065 | +10.2% | 0.41% | -13.4% |
| DVN | Buy | DEVON ENERGY CORP NEW | $7,052,000 | +36.9% | 119,463 | +2.1% | 0.41% | +29.2% |
| PEP | Buy | PEPSICO INC | $7,037,000 | +1.5% | 41,653 | +0.9% | 0.41% | -4.2% |
| TSLA | Buy | TESLA INC | $6,991,000 | +18.4% | 6,515 | +9.1% | 0.41% | +11.8% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $6,966,000 | +17.4% | 212,097 | +31.8% | 0.41% | +10.6% |
| XPO | Buy | XPO LOGISTICS INC | $6,892,000 | -2.6% | 89,012 | +0.1% | 0.40% | -8.0% |
| DRIV | Buy | GLOBAL X FDSautonmous ev etf | $6,683,000 | +223.8% | 242,294 | +257.7% | 0.39% | +204.7% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $6,545,000 | -4.9% | 40,298 | +0.3% | 0.38% | -10.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $6,276,000 | +0.5% | 40,639 | +3.9% | 0.37% | -5.2% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $6,252,000 | -15.0% | 161,526 | -15.6% | 0.36% | -19.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $6,196,000 | -3.2% | 57,260 | +2.2% | 0.36% | -8.8% |
| IWB | Sell | ISHARES TRrus 1000 etf | $6,134,000 | -12.0% | 24,517 | -7.1% | 0.36% | -16.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,943,000 | +4.3% | 115,975 | +7.1% | 0.35% | -1.4% |
| ABBV | Buy | ABBVIE INC | $5,922,000 | +25.2% | 38,852 | +3.3% | 0.34% | +18.2% |
| HD | Buy | HOME DEPOT INC | $5,905,000 | +7.0% | 16,087 | +6.0% | 0.34% | +0.9% |
| DIS | Sell | DISNEY WALT CO | $5,851,000 | -13.3% | 40,979 | -3.6% | 0.34% | -18.2% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $5,720,000 | +4.5% | 62,195 | -2.4% | 0.33% | -1.2% |
| PFE | Sell | PFIZER INC | $5,686,000 | -17.0% | 107,273 | -10.0% | 0.33% | -21.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $5,668,000 | +10.6% | 9,879 | +3.7% | 0.33% | +4.1% |
| NEE | Buy | NEXTERA ENERGY INC | $5,609,000 | +8.5% | 63,717 | +8.2% | 0.33% | +2.2% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $5,457,000 | +15.1% | 39,053 | +8.4% | 0.32% | +8.5% |
| LMT | Buy | LOCKHEED MARTIN CORP | $5,424,000 | +23.7% | 13,053 | +4.9% | 0.32% | +16.6% |
| IYW | ISHARES TRu.s. tech etf | $5,418,000 | +11.2% | 47,593 | 0.0% | 0.32% | +5.0% | |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $5,407,000 | -5.9% | 103,086 | -1.0% | 0.32% | -11.3% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $5,406,000 | +2.8% | 61,025 | +3.1% | 0.32% | -3.1% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $5,331,000 | -9.3% | 66,723 | -3.7% | 0.31% | -14.3% |
| VSDA | Sell | VICTORY PORTFOLIOS II | $5,187,000 | -14.3% | 112,142 | -11.9% | 0.30% | -19.3% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $4,795,000 | +137.0% | 95,048 | +138.0% | 0.28% | +124.0% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $4,727,000 | -4.6% | 60,558 | -1.1% | 0.28% | -9.8% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $4,715,000 | +7.3% | 41,388 | +5.9% | 0.28% | +1.1% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $4,544,000 | -4.7% | 79,169 | +3.7% | 0.26% | -10.2% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $4,527,000 | -7.6% | 123,133 | -2.3% | 0.26% | -12.9% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $4,514,000 | -8.8% | 16,752 | -4.5% | 0.26% | -14.1% |
| BAC | Buy | BK OF AMERICA CORP | $4,510,000 | -1.2% | 109,208 | +6.4% | 0.26% | -6.7% |
| LOW | Buy | LOWES COS INC | $4,478,000 | -11.3% | 21,730 | +9.6% | 0.26% | -16.3% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $4,389,000 | +8.1% | 26,355 | +7.1% | 0.26% | +2.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $4,377,000 | -0.7% | 62,864 | +6.4% | 0.26% | -6.2% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $4,306,000 | +11.2% | 41,168 | +7.9% | 0.25% | +5.0% |
| MDT | Buy | MEDTRONIC PLC | $4,301,000 | +0.8% | 39,704 | +3.0% | 0.25% | -4.9% |
| CRM | Buy | SALESFORCE COM INC | $4,198,000 | -2.3% | 19,567 | +16.2% | 0.24% | -7.5% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $4,183,000 | +7.0% | 34,462 | +3.0% | 0.24% | +0.8% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $4,191,000 | +4.6% | 20,931 | -2.6% | 0.24% | -1.2% |
| DEW | New | WISDOMTREE TRglb high div fd | $4,079,000 | – | 79,846 | +100.0% | 0.24% | – |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $4,028,000 | -5.5% | 19,302 | -0.1% | 0.24% | -10.6% |
| TIP | Sell | ISHARES TRtips bd etf | $4,025,000 | -67.1% | 32,283 | -65.9% | 0.24% | -68.9% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $3,929,000 | +1.9% | 47,140 | +4.5% | 0.23% | -3.8% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $3,890,000 | +19.8% | 50,914 | +31.1% | 0.23% | +12.9% |
| LLY | Buy | LILLY ELI & CO | $3,887,000 | +7.8% | 13,606 | +2.8% | 0.23% | +1.8% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $3,862,000 | -13.3% | 86,266 | -8.4% | 0.22% | -18.2% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $3,847,000 | -6.0% | 79,864 | -0.4% | 0.22% | -11.5% |
| XSLV | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $3,807,000 | -0.1% | 77,643 | +6.2% | 0.22% | -5.5% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $3,795,000 | -15.7% | 15,163 | -5.1% | 0.22% | -20.5% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $3,751,000 | +1652.8% | 16,529 | +1515.7% | 0.22% | +1584.6% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $3,750,000 | +11.4% | 52,552 | +22.6% | 0.22% | +5.3% |
| JSML | Buy | JANUS DETROIT STR TRhendersn cap etf | $3,700,000 | +8.7% | 64,468 | +23.2% | 0.22% | +2.9% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $3,695,000 | -5.5% | 48,702 | +0.1% | 0.22% | -11.2% |
| F | Buy | FORD MTR CO DEL | $3,655,000 | +312.1% | 215,576 | +393.6% | 0.21% | +287.3% |
| MRK | Sell | MERCK & CO INC | $3,636,000 | +3.3% | 45,922 | -1.0% | 0.21% | -2.8% |
| AVGO | Buy | BROADCOM INC | $3,642,000 | +39.8% | 5,528 | +8.2% | 0.21% | +31.7% |
| MCD | Buy | MCDONALDS CORP | $3,639,000 | +7.8% | 14,192 | +7.6% | 0.21% | +1.4% |
| MMM | Sell | 3M CO | $3,624,000 | -15.5% | 24,160 | -0.1% | 0.21% | -20.4% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $3,499,000 | -3.4% | 67,174 | +1.8% | 0.20% | -8.9% |
| KO | Buy | COCA COLA CO | $3,479,000 | +7.1% | 56,823 | +0.5% | 0.20% | +1.0% |
| INTC | Buy | INTEL CORP | $3,458,000 | +21.9% | 69,729 | +26.8% | 0.20% | +15.4% |
| XOP | Buy | SPDR SER TRs&p oilgas exp | $3,450,000 | +62.9% | 25,643 | +16.1% | 0.20% | +53.4% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $3,424,000 | +36.3% | 74,547 | +37.2% | 0.20% | +29.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $3,397,000 | +17.7% | 131,917 | +0.4% | 0.20% | +11.2% |
| ABT | Buy | ABBOTT LABS | $3,389,000 | -4.9% | 27,016 | +1.7% | 0.20% | -10.0% |
| BLK | Buy | BLACKROCK INC | $3,331,000 | +8.4% | 3,675 | +0.7% | 0.19% | +2.1% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $3,268,000 | +111.8% | 66,817 | +112.9% | 0.19% | +101.1% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $3,272,000 | +22.7% | 21,013 | +23.5% | 0.19% | +15.8% |
| USMV | Buy | ISHARES TRmsci usa min vol | $3,273,000 | +12.7% | 42,085 | +16.5% | 0.19% | +6.7% |
| SNAP | New | SNAP INCcl a | $3,217,000 | – | 89,348 | +100.0% | 0.19% | – |
| VOO | Buy | VANGUARD INDEX FDS | $3,211,000 | +1.5% | 7,700 | +5.3% | 0.19% | -4.6% |
| XLC | Buy | SELECT SECTOR SPDR TR | $3,185,000 | -3.7% | 41,790 | +0.4% | 0.19% | -8.8% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $3,165,000 | -12.6% | 35,547 | -6.6% | 0.18% | -17.4% |
| WMT | Buy | WALMART INC | $3,137,000 | +8.2% | 21,436 | +4.6% | 0.18% | +2.2% |
| LRCX | Buy | LAM RESEARCH CORP | $3,142,000 | -16.2% | 5,820 | +11.5% | 0.18% | -21.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,133,000 | -15.9% | 67,927 | -9.8% | 0.18% | -20.4% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $3,111,000 | +23.8% | 14,511 | +10.5% | 0.18% | +16.8% |
| ACN | Sell | ACCENTURE PLC IRELAND | $3,022,000 | -54.3% | 8,668 | -46.4% | 0.18% | -57.0% |
| XOM | Sell | EXXON MOBIL CORP | $2,991,000 | +23.5% | 38,788 | -2.9% | 0.17% | +16.0% |
| OKE | Buy | ONEOK INC NEW | $2,971,000 | +22.2% | 42,060 | +1.6% | 0.17% | +15.3% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $2,890,000 | -0.6% | 104,061 | +6.0% | 0.17% | -6.1% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $2,877,000 | +8.0% | 8,185 | +13.3% | 0.17% | +1.8% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,882,000 | -2.1% | 23,263 | +5.9% | 0.17% | -7.7% |
| FISV | Sell | FISERV INC | $2,874,000 | -13.7% | 28,339 | -11.6% | 0.17% | -18.4% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,869,000 | +21.7% | 17,682 | +12.3% | 0.17% | +14.4% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $2,830,000 | -2.4% | 66,635 | -3.5% | 0.16% | -7.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,824,000 | +21.8% | 1,003 | +23.1% | 0.16% | +15.4% |
| EFG | Sell | ISHARES TReafe grwth etf | $2,836,000 | -17.9% | 27,565 | -13.7% | 0.16% | -22.9% |
| FB | Buy | META PLATFORMS INCcl a | $2,808,000 | -21.5% | 11,217 | +5.6% | 0.16% | -25.8% |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $2,787,000 | +14.5% | 98,419 | -6.8% | 0.16% | +8.7% |
| HON | Sell | HONEYWELL INTL INC | $2,769,000 | -7.1% | 13,933 | -2.0% | 0.16% | -12.5% |
| QEFA | Buy | SPDR INDEX SHS FDSmsci eafe strtgc | $2,769,000 | +36.1% | 38,317 | +44.4% | 0.16% | +27.8% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $2,742,000 | +3.5% | 9,607 | +6.4% | 0.16% | -2.4% |
| ENPH | Buy | ENPHASE ENERGY INC | $2,707,000 | +52.7% | 13,423 | +38.5% | 0.16% | +43.6% |
| QCOM | Sell | QUALCOMM INC | $2,710,000 | -15.3% | 17,298 | -4.8% | 0.16% | -20.2% |
| FAST | Buy | FASTENAL CO | $2,695,000 | -6.0% | 45,316 | +0.9% | 0.16% | -11.3% |
| FALN | Buy | ISHARES TRfaln angls usd | $2,695,000 | +0.2% | 97,098 | +8.2% | 0.16% | -5.4% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $2,675,000 | -13.1% | 21,919 | -8.3% | 0.16% | -17.9% |
| BX | Buy | BLACKSTONE INC | $2,682,000 | +8.9% | 20,831 | +1.2% | 0.16% | +2.6% |
| UNP | Buy | UNION PAC CORP | $2,627,000 | +13.4% | 9,824 | +0.4% | 0.15% | +7.0% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $2,620,000 | +18.0% | 31,325 | +23.9% | 0.15% | +11.7% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $2,591,000 | -13.4% | 19,694 | +5.2% | 0.15% | -18.4% |
| EQL | Sell | ALPS ETF TRequal sec etf | $2,549,000 | -1.0% | 23,441 | -0.3% | 0.15% | -6.3% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $2,536,000 | +9.4% | 23,598 | +17.0% | 0.15% | +3.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $2,529,000 | +12.2% | 28,026 | +6.9% | 0.15% | +5.8% |
| PSCC | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp stap | $2,520,000 | +15.8% | 24,969 | +27.0% | 0.15% | +9.7% |
| ZTS | Buy | ZOETIS INCcl a | $2,516,000 | -13.2% | 12,920 | +6.7% | 0.15% | -17.9% |
| IGSB | Sell | ISHARES TR | $2,497,000 | -11.9% | 48,291 | -8.2% | 0.15% | -16.6% |
| GLD | Sell | SPDR GOLD TR | $2,472,000 | +4.1% | 13,739 | -1.3% | 0.14% | -2.0% |
| ARKK | Sell | ARK ETF TRinnovation etf | $2,403,000 | -38.0% | 30,839 | -19.6% | 0.14% | -41.4% |
| BA | Buy | BOEING CO | $2,359,000 | -4.3% | 12,267 | +0.9% | 0.14% | -9.2% |
| SHLX | Buy | SHELL MIDSTREAM PARTNERS L Punit ltd int | $2,363,000 | +33.9% | 166,165 | +8.5% | 0.14% | +26.6% |
| VLO | Buy | VALERO ENERGY CORP | $2,351,000 | +106.2% | 23,315 | +52.8% | 0.14% | +95.7% |
| COP | Buy | CONOCOPHILLIPS | $2,328,000 | +117.0% | 27,710 | +76.7% | 0.14% | +106.1% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $2,310,000 | +6.8% | 45,428 | +7.5% | 0.14% | +0.7% |
| DAL | Buy | DELTA AIR LINES INC DEL | $2,284,000 | +3.1% | 57,728 | +2.1% | 0.13% | -2.9% |
| NFLX | Buy | NETFLIX INC | $2,263,000 | +1.3% | 5,453 | +47.3% | 0.13% | -4.3% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $2,250,000 | -5.1% | 35,007 | +8.2% | 0.13% | -10.9% |
| ABNB | Buy | AIRBNB INC | $2,247,000 | +12.2% | 13,106 | +9.0% | 0.13% | +5.6% |
| IGIB | Buy | ISHARES TR | $2,189,000 | +5.5% | 39,901 | +14.0% | 0.13% | 0.0% |
| DECK | Buy | DECKERS OUTDOOR CORP | $2,199,000 | -4.3% | 7,995 | +27.4% | 0.13% | -9.9% |
| RHP | Buy | RYMAN HOSPITALITY PPTYS INC | $2,181,000 | +10.4% | 23,509 | +9.5% | 0.13% | +4.1% |
| FDX | Buy | FEDEX CORP | $2,162,000 | +1.7% | 9,294 | +12.3% | 0.13% | -3.8% |
| APD | Buy | AIR PRODS & CHEMS INC | $2,161,000 | -9.3% | 8,640 | +10.3% | 0.13% | -14.3% |
| ET | Buy | ENERGY TRANSFER L P | $2,120,000 | +86.0% | 189,599 | +37.0% | 0.12% | +77.1% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $2,093,000 | +11.8% | 25,058 | +12.8% | 0.12% | +5.2% |
| CSX | Sell | CSX CORP | $2,018,000 | +0.2% | 53,862 | -0.8% | 0.12% | -4.8% |
| PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $2,023,000 | +36.6% | 230,650 | +24.9% | 0.12% | +28.3% |
| GM | Buy | GENERAL MTRS CO | $2,002,000 | -12.9% | 44,504 | +13.1% | 0.12% | -17.6% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $2,001,000 | +26.2% | 98,602 | +27.7% | 0.12% | +19.4% |
| DTD | Sell | WISDOMTREE TRus total dividnd | $1,955,000 | -35.9% | 30,275 | -35.7% | 0.11% | -39.4% |
| TGT | Buy | TARGET CORP | $1,900,000 | +0.4% | 8,680 | +5.7% | 0.11% | -5.1% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,911,000 | -16.0% | 4,058 | +1.4% | 0.11% | -21.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,892,000 | +7.9% | 3,165 | +19.9% | 0.11% | +1.9% |
| MMLG | Sell | FIRST TR EXCHNG TRADED FD VImlt mngd lrg grw | $1,866,000 | -9.7% | 68,707 | -9.4% | 0.11% | -14.8% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $1,852,000 | +8.2% | 25,667 | +15.2% | 0.11% | +1.9% |
| SPSB | Buy | SPDR SER TRportfolio short | $1,860,000 | +9.0% | 61,717 | +12.0% | 0.11% | +2.9% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,857,000 | +13.5% | 28,237 | +2.9% | 0.11% | +6.9% |
| GPN | Sell | GLOBAL PMTS INC | $1,778,000 | -14.4% | 13,153 | -0.3% | 0.10% | -18.8% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $1,783,000 | -5.2% | 29,846 | +0.9% | 0.10% | -10.3% |
| MTB | M & T BK CORP | $1,763,000 | +10.4% | 10,400 | 0.0% | 0.10% | +4.0% | |
| SPIP | Sell | SPDR SER TRportfli tips etf | $1,752,000 | -40.7% | 57,908 | -38.3% | 0.10% | -44.3% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $1,722,000 | -9.8% | 33,619 | -9.5% | 0.10% | -15.3% |
| NANR | New | SPDR INDEX SHS FDSs&p north amer | $1,692,000 | – | 29,165 | +100.0% | 0.10% | – |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,695,000 | +1.6% | 14,469 | -1.7% | 0.10% | -3.9% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $1,693,000 | +22.3% | 6,276 | +40.0% | 0.10% | +15.1% |
| GNRC | Buy | GENERAC HLDGS INC | $1,679,000 | +8.3% | 5,623 | +28.6% | 0.10% | +2.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,688,000 | +4.3% | 30,325 | +12.3% | 0.10% | -2.0% |
| SLQD | New | ISHARES TR0-5yr invt gr cp | $1,658,000 | – | 33,587 | +100.0% | 0.10% | – |
| PXE | Buy | INVESCO EXCHANGE TRADED FD Tdynmc enrg exp | $1,656,000 | +532.1% | 59,676 | +338.4% | 0.10% | +506.2% |
| VMW | Buy | VMWARE INC | $1,642,000 | +6.3% | 14,422 | +8.2% | 0.10% | +1.1% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,629,000 | -3.4% | 34,224 | +4.7% | 0.10% | -8.7% |
| IXUS | Buy | ISHARES TRcore msci total | $1,607,000 | +32.2% | 24,132 | +40.7% | 0.09% | +25.3% |
| DE | Buy | DEERE & CO | $1,601,000 | +15.8% | 4,068 | +0.3% | 0.09% | +9.4% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $1,599,000 | +49.7% | 15,510 | +51.7% | 0.09% | +40.9% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,595,000 | +10.6% | 41,285 | +18.9% | 0.09% | +4.5% |
| FCG | Buy | FIRST TR EXCHANGE-TRADED FDnat gas etf | $1,570,000 | +506.2% | 64,388 | +327.1% | 0.09% | +475.0% |
| TAXF | New | AMERICAN CENTY ETF TRdiversified mu | $1,546,000 | – | 29,934 | +100.0% | 0.09% | – |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $1,525,000 | +37.1% | 99,250 | +28.2% | 0.09% | +29.0% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $1,530,000 | -10.8% | 5,909 | -1.1% | 0.09% | -16.0% |
| AMGN | Sell | AMGEN INC | $1,523,000 | +6.9% | 6,360 | -0.3% | 0.09% | +1.1% |
| EBLU | New | MANAGED PORTFOLIO SERIESecofin gbl water | $1,527,000 | – | 36,332 | +100.0% | 0.09% | – |
| CROX | Buy | CROCS INC | $1,514,000 | -22.4% | 19,769 | +30.3% | 0.09% | -27.3% |
| CSCO | Buy | CISCO SYS INC | $1,510,000 | +4.2% | 26,420 | +13.3% | 0.09% | -2.2% |
| WM | Sell | WASTE MGMT INC DEL | $1,496,000 | -3.9% | 9,363 | -1.3% | 0.09% | -9.4% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,487,000 | +17.7% | 12,090 | +20.2% | 0.09% | +11.5% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $1,484,000 | -28.3% | 29,625 | -24.4% | 0.09% | -32.0% |
| IWR | Sell | ISHARES TRrus mid cap etf | $1,483,000 | -6.6% | 18,756 | -3.0% | 0.09% | -12.2% |
| CAT | Buy | CATERPILLAR INC | $1,461,000 | +9.7% | 6,775 | +1.6% | 0.08% | +3.7% |
| LNG | Buy | CHENIERE ENERGY INC | $1,449,000 | +111.8% | 10,449 | +54.9% | 0.08% | +100.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,420,000 | +16.4% | 10,879 | +91.5% | 0.08% | +10.7% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $1,401,000 | -33.3% | 28,248 | -28.5% | 0.08% | -36.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,392,000 | +1.8% | 10,697 | +4.7% | 0.08% | -3.6% |
| NKE | Buy | NIKE INCcl b | $1,396,000 | +14.2% | 9,463 | +23.1% | 0.08% | +6.6% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $1,369,000 | +29.5% | 6,984 | +19.1% | 0.08% | +23.1% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $1,306,000 | -6.4% | 4,220 | +5.2% | 0.08% | -11.6% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $1,293,000 | +11.2% | 14,718 | +13.8% | 0.08% | +4.2% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $1,286,000 | +5.4% | 17,910 | +1.3% | 0.08% | 0.0% |
| UTRN | Buy | EXCHANGE TRADED CONCEPTS TRvspr us lc etf | $1,283,000 | +8.1% | 47,197 | +22.5% | 0.08% | +2.7% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,262,000 | -7.7% | 7,169 | -6.9% | 0.07% | -11.9% |
| TRGP | New | TARGA RES CORP | $1,264,000 | – | 16,751 | +100.0% | 0.07% | – |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $1,244,000 | -8.7% | 11,744 | -0.6% | 0.07% | -13.1% |
| DGRO | Buy | ISHARES TRcore div grwth | $1,244,000 | +40.6% | 23,256 | +46.1% | 0.07% | +32.7% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $1,241,000 | -6.5% | 6,634 | -0.2% | 0.07% | -12.2% |
| PLD | Buy | PROLOGIS INC. | $1,210,000 | -2.8% | 7,492 | +1.3% | 0.07% | -7.8% |
| LIN | Sell | LINDE PLC | $1,213,000 | -7.3% | 3,788 | -0.1% | 0.07% | -12.3% |
| VLUE | Sell | ISHARES TRmsci usa value | $1,226,000 | -12.0% | 11,723 | -7.9% | 0.07% | -17.4% |
| GUNR | New | FLEXSHARES TRmornstar upstr | $1,224,000 | – | 26,142 | +100.0% | 0.07% | – |
| MBB | Buy | ISHARES TRmbs etf | $1,214,000 | +13.9% | 11,916 | +20.1% | 0.07% | +7.6% |
| XSD | Buy | SPDR SER TRs&p semicndctr | $1,192,000 | +3.2% | 5,744 | +21.0% | 0.07% | -1.4% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $1,200,000 | +5.2% | 22,506 | +7.9% | 0.07% | -1.4% |
| T | Sell | AT&T INC | $1,180,000 | -28.7% | 49,699 | -25.5% | 0.07% | -32.4% |
| PBD | New | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $1,191,000 | – | 48,042 | +100.0% | 0.07% | – |
| MPC | Buy | MARATHON PETE CORP | $1,162,000 | +352.1% | 13,628 | +238.4% | 0.07% | +325.0% |
| ENB | Buy | ENBRIDGE INC | $1,174,000 | +22.8% | 25,518 | +4.3% | 0.07% | +15.3% |
| PSX | Buy | PHILLIPS 66 | $1,174,000 | +57.6% | 13,616 | +32.3% | 0.07% | +47.8% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $1,161,000 | -10.1% | 19,050 | -2.8% | 0.07% | -15.0% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $1,147,000 | -21.4% | 83,395 | +4.0% | 0.07% | -25.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,133,000 | +6.8% | 5,475 | +14.6% | 0.07% | 0.0% |
| HSY | Buy | HERSHEY CO | $1,139,000 | +12.3% | 5,261 | +0.4% | 0.07% | +4.8% |
| DLTR | New | DOLLAR TREE INC | $1,136,000 | – | 7,093 | +100.0% | 0.07% | – |
| WFC | Buy | WELLS FARGO CO NEW | $1,121,000 | +137.5% | 23,127 | +134.1% | 0.06% | +124.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,115,000 | -11.4% | 24,117 | -5.3% | 0.06% | -16.7% |
| EWBC | Buy | EAST WEST BANCORP INC | $1,090,000 | +29.5% | 13,794 | +28.9% | 0.06% | +23.1% |
| BP | Buy | BP PLCsponsored adr | $1,071,000 | +69.5% | 36,446 | +53.7% | 0.06% | +59.0% |
| EQT | New | EQT CORP | $1,049,000 | – | 30,477 | +100.0% | 0.06% | – |
| PPL | Sell | PPL CORP | $1,027,000 | -11.0% | 35,917 | -6.6% | 0.06% | -15.5% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $1,026,000 | -29.2% | 22,735 | -28.0% | 0.06% | -33.3% |
| JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $1,033,000 | +28.2% | 20,240 | +28.3% | 0.06% | +20.0% |
| KKR | Buy | KKR & CO INC | $1,018,000 | +7.0% | 17,406 | +36.4% | 0.06% | 0.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,011,000 | 0.0% | 17,352 | +5.2% | 0.06% | -4.8% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $1,009,000 | +13.6% | 9,392 | +66.2% | 0.06% | +7.3% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $995,000 | +11.2% | 10,885 | +11.3% | 0.06% | +5.5% |
| CAR | Sell | AVIS BUDGET GROUP | $987,000 | -19.4% | 3,754 | -36.4% | 0.06% | -23.7% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $970,000 | +29.3% | 5,903 | +28.2% | 0.06% | +23.9% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $970,000 | +85.8% | 9,217 | +95.0% | 0.06% | +78.1% |
| NUE | Sell | NUCOR CORP | $966,000 | -74.2% | 6,534 | -80.1% | 0.06% | -75.8% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $968,000 | +12.8% | 10,139 | +15.8% | 0.06% | +5.7% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $966,000 | +135.0% | 9,179 | +140.2% | 0.06% | +124.0% |
| BURL | New | BURLINGTON STORES INC | $941,000 | – | 4,949 | +100.0% | 0.06% | – |
| XEL | Buy | XCEL ENERGY INC | $937,000 | +9.6% | 13,011 | +2.8% | 0.06% | +3.8% |
| RTLR | Buy | RATTLER MIDSTREAM LP | $910,000 | +26.7% | 65,115 | +3.2% | 0.05% | +20.5% |
| RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $916,000 | +8.7% | 2,859 | +1.1% | 0.05% | +1.9% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $915,000 | +12.5% | 3,877 | +15.5% | 0.05% | +6.0% |
| SCCO | Buy | SOUTHERN COPPER CORP | $900,000 | +27.1% | 11,858 | +3.4% | 0.05% | +18.2% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $895,000 | +21.1% | 26,379 | +26.1% | 0.05% | +13.0% |
| ETR | Sell | ENTERGY CORP NEW | $870,000 | +3.0% | 7,455 | -0.6% | 0.05% | -1.9% |
| LTHM | Buy | LIVENT CORP | $869,000 | +35.8% | 33,335 | +27.1% | 0.05% | +27.5% |
| UEC | Sell | URANIUM ENERGY CORP | $855,000 | +35.3% | 186,340 | -1.2% | 0.05% | +28.2% |
| REMX | Buy | VANECK ETF TRUSTrare earth/strtg | $849,000 | +104.6% | 7,174 | +93.9% | 0.05% | +92.3% |
| KMB | Buy | KIMBERLY-CLARK CORP | $840,000 | -11.1% | 6,687 | +0.2% | 0.05% | -15.5% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $832,000 | +1.0% | 3,437 | +2.8% | 0.05% | -3.9% |
| MARA | New | MARATHON DIGITAL HOLDINGS IN | $840,000 | – | 29,974 | +100.0% | 0.05% | – |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $838,000 | +20.1% | 6,310 | +25.0% | 0.05% | +14.0% |
| CLX | Buy | CLOROX CO DEL | $839,000 | -18.1% | 5,934 | +0.7% | 0.05% | -22.2% |
| DUK | Buy | DUKE ENERGY CORP NEW | $816,000 | +20.4% | 7,385 | +12.6% | 0.05% | +14.3% |
| PM | Buy | PHILIP MORRIS INTL INC | $830,000 | +21.5% | 8,819 | +22.6% | 0.05% | +14.3% |
| FMHI | Buy | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $798,000 | -3.3% | 15,585 | +6.0% | 0.05% | -7.8% |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $807,000 | -0.5% | 4,723 | 0.0% | 0.05% | -6.0% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $803,000 | -3.3% | 6,636 | +5.9% | 0.05% | -7.8% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $802,000 | -2.2% | 1,907 | +5.3% | 0.05% | -7.8% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $809,000 | +19.0% | 1,837 | +3.6% | 0.05% | +11.9% |
| ROBO | Buy | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $799,000 | -2.0% | 13,703 | +17.8% | 0.05% | -6.0% |
| FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $789,000 | -1.4% | 6,562 | -8.8% | 0.05% | -6.1% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $781,000 | +39.2% | 10,723 | +27.4% | 0.05% | +31.4% |
| CVS | Sell | CVS HEALTH CORP | $786,000 | -6.1% | 7,728 | -8.9% | 0.05% | -11.5% |
| FSK | Buy | FS KKR CAP CORP | $790,000 | +6.3% | 35,317 | +0.8% | 0.05% | 0.0% |
| ALL | Sell | ALLSTATE CORP | $765,000 | +15.9% | 5,573 | -0.2% | 0.04% | +9.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $757,000 | +12.1% | 2,114 | +11.4% | 0.04% | +4.8% |
| WTI | W & T OFFSHORE INC | $760,000 | +18.2% | 199,022 | 0.0% | 0.04% | +10.0% | |
| ORCL | Sell | ORACLE CORP | $757,000 | -32.9% | 9,072 | -29.8% | 0.04% | -37.1% |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $746,000 | -51.4% | 11,472 | -49.8% | 0.04% | -54.7% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $744,000 | +2.9% | 9,812 | +3.7% | 0.04% | -4.4% |
| PHDG | Buy | INVESCO ACTIVELY MANAGED ETFs&p500 downsid | $741,000 | -2.5% | 20,513 | +2.7% | 0.04% | -8.5% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $738,000 | +21.4% | 20,983 | +30.4% | 0.04% | +13.2% |
| ED | Sell | CONSOLIDATED EDISON INC | $734,000 | +10.7% | 7,802 | -0.4% | 0.04% | +4.9% |
| DVY | Buy | ISHARES TRselect divid etf | $734,000 | +27.4% | 5,744 | +21.7% | 0.04% | +19.4% |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $733,000 | -1.9% | 26,466 | -11.6% | 0.04% | -6.5% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $713,000 | -10.9% | 12,813 | -6.5% | 0.04% | -14.3% |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $714,000 | -19.0% | 4,442 | -16.4% | 0.04% | -22.2% |
| EXC | Sell | EXELON CORP | $713,000 | -13.0% | 14,521 | -0.1% | 0.04% | -17.6% |
| UBER | Buy | UBER TECHNOLOGIES INC | $695,000 | +11.4% | 19,320 | +31.1% | 0.04% | +5.1% |
| BXP | Buy | BOSTON PROPERTIES INC | $704,000 | +12.1% | 5,470 | +0.3% | 0.04% | +5.1% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $702,000 | +9.0% | 8,836 | +7.9% | 0.04% | +2.5% |
| AEM | New | AGNICO EAGLE MINES LTD | $699,000 | – | 11,432 | +100.0% | 0.04% | – |
| SWN | Sell | SOUTHWESTERN ENERGY CO | $708,000 | +4.6% | 98,678 | -32.1% | 0.04% | -2.4% |
| AA | Sell | ALCOA CORP | $698,000 | -30.5% | 7,755 | -54.0% | 0.04% | -33.9% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $700,000 | -4.0% | 13,384 | -0.6% | 0.04% | -8.9% |
| IRT | New | INDEPENDENCE RLTY TR INC | $697,000 | – | 26,348 | +100.0% | 0.04% | – |
| SHOP | Sell | SHOPIFY INCcl a | $690,000 | -45.2% | 861 | -6.0% | 0.04% | -48.7% |
| AMAT | Buy | APPLIED MATLS INC | $682,000 | +60.8% | 4,981 | +77.6% | 0.04% | +53.8% |
| SYNA | Buy | SYNAPTICS INC | $687,000 | -14.4% | 3,444 | +24.2% | 0.04% | -20.0% |
| SPWR | Buy | SUNPOWER CORP | $690,000 | +74.7% | 32,141 | +69.7% | 0.04% | +66.7% |
| EFV | Buy | ISHARES TReafe value etf | $682,000 | +35.0% | 13,577 | +35.6% | 0.04% | +29.0% |
| WPM | New | WHEATON PRECIOUS METALS CORP | $686,000 | – | 14,511 | +100.0% | 0.04% | – |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $669,000 | -2.9% | 4,462 | -3.3% | 0.04% | -9.3% |
| FXD | Sell | FIRST TR EXCHANGE TRADED FDconsumr discre | $662,000 | -1.6% | 10,715 | -5.7% | 0.04% | -7.1% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $666,000 | -10.0% | 3,975 | +0.5% | 0.04% | -15.2% |
| MGEE | Sell | MGE ENERGY INC | $664,000 | -31.9% | 8,323 | -29.8% | 0.04% | -35.0% |
| SPGM | Sell | SPDR INDEX SHS FDSportfli msci gbl | $668,000 | -61.1% | 12,173 | -59.0% | 0.04% | -63.2% |
| GILD | Sell | GILEAD SCIENCES INC | $648,000 | -20.1% | 10,840 | -3.2% | 0.04% | -24.0% |
| JJC | Buy | BARCLAYS BANK PLCetn lkd 48 | $655,000 | +23.6% | 27,666 | +16.6% | 0.04% | +15.2% |
| SO | Buy | SOUTHERN CO | $648,000 | +13.3% | 9,028 | +6.0% | 0.04% | +8.6% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $660,000 | -1.3% | 13,057 | -0.9% | 0.04% | -7.3% |
| NXE | Buy | NEXGEN ENERGY LTD | $626,000 | +103.2% | 110,626 | +57.1% | 0.04% | +94.7% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $639,000 | +6.0% | 9,218 | +0.1% | 0.04% | 0.0% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $638,000 | +6.7% | 10,024 | +10.5% | 0.04% | 0.0% |
| EMR | Buy | EMERSON ELEC CO | $627,000 | +48.6% | 6,432 | +42.2% | 0.04% | +42.3% |
| IYH | Buy | ISHARES TRus hlthcare etf | $624,000 | -2.2% | 2,160 | +1.6% | 0.04% | -7.7% |
| ONEQ | Sell | FIDELITY COMWLTH TR | $619,000 | -3.0% | 10,167 | -10.5% | 0.04% | -7.7% |
| MET | Buy | METLIFE INC | $612,000 | +17.9% | 8,748 | +5.4% | 0.04% | +12.5% |
| IIM | INVESCO VALUE MUN INCOME TR | $608,000 | -18.2% | 43,592 | 0.0% | 0.04% | -23.9% | |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $606,000 | -9.7% | 5,403 | -11.3% | 0.04% | -14.6% |
| IYY | Sell | ISHARES TRdow jones us etf | $602,000 | -23.2% | 5,402 | -18.8% | 0.04% | -27.1% |
| RWL | New | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $598,000 | – | 7,417 | +100.0% | 0.04% | – |
| EXAS | Sell | EXACT SCIENCES CORP | $602,000 | -15.7% | 8,606 | -6.2% | 0.04% | -20.5% |
| KMI | New | KINDER MORGAN INC DEL | $589,000 | – | 31,259 | +100.0% | 0.03% | – |
| FNY | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $587,000 | +3.2% | 7,915 | 0.0% | 0.03% | -2.9% | |
| BEN | Buy | FRANKLIN RESOURCES INC | $568,000 | +12.3% | 19,718 | +30.5% | 0.03% | +6.5% |
| EQX | Sell | EQUINOX GOLD CORP | $551,000 | -31.6% | 66,794 | -43.9% | 0.03% | -36.0% |
| OIH | New | VANECK ETF TRUSToil services etf | $544,000 | – | 1,926 | +100.0% | 0.03% | – |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $529,000 | -10.2% | 4,826 | -9.4% | 0.03% | -13.9% |
| NVR | Sell | NVR INC | $532,000 | -25.0% | 119 | -0.8% | 0.03% | -29.5% |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $536,000 | -12.3% | 7,555 | -15.7% | 0.03% | -18.4% |
| SNOW | Sell | SNOWFLAKE INCcl a | $536,000 | -24.4% | 2,125 | -0.3% | 0.03% | -29.5% |
| RGI | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $532,000 | +9.9% | 2,693 | +1.5% | 0.03% | +3.3% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $529,000 | +39.6% | 4,945 | +1.2% | 0.03% | +34.8% |
| VTHR | Buy | VANGUARD SCOTTSDALE FDSvng rus3000idx | $531,000 | -0.9% | 2,603 | +4.8% | 0.03% | -6.1% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $537,000 | +23.4% | 7,559 | +7.5% | 0.03% | +14.8% |
| PIZ | Buy | INVESCO EXCH TRADED FD TR IIdwa dev mkts | $536,000 | -7.1% | 15,942 | +11.3% | 0.03% | -13.9% |
| CIM | Buy | CHIMERA INVT CORP | $528,000 | +214.3% | 43,893 | +293.7% | 0.03% | +210.0% |
| CFG | Buy | CITIZENS FINL GROUP INC | $536,000 | +2.7% | 11,822 | +7.1% | 0.03% | -3.1% |
| BLL | Buy | BALL CORP | $526,000 | +8.2% | 5,849 | +15.8% | 0.03% | +3.3% |
| CL | Buy | COLGATE PALMOLIVE CO | $516,000 | -2.5% | 6,736 | +8.6% | 0.03% | -9.1% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $509,000 | -23.9% | 5,015 | -23.6% | 0.03% | -26.8% |
| XHB | Buy | SPDR SER TRs&p homebuild | $519,000 | +6.4% | 8,209 | +44.4% | 0.03% | 0.0% |
| SND | Buy | SMART SAND INC | $518,000 | +1338.9% | 150,000 | +650.0% | 0.03% | +1400.0% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $512,000 | +33.7% | 5,711 | +0.5% | 0.03% | +25.0% |
| YUM | Sell | YUM BRANDS INC | $522,000 | -19.8% | 4,337 | -9.3% | 0.03% | -25.0% |
| MS | Buy | MORGAN STANLEY | $512,000 | -4.5% | 5,499 | +0.3% | 0.03% | -9.1% |
| WTRG | Buy | ESSENTIAL UTILS INC | $500,000 | -4.4% | 9,773 | +0.0% | 0.03% | -9.4% |
| MRNA | Buy | MODERNA INC | $490,000 | -29.5% | 2,812 | +3.6% | 0.03% | -32.6% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $495,000 | -1.0% | 12,908 | -17.4% | 0.03% | -6.5% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $491,000 | -10.4% | 8,899 | -2.5% | 0.03% | -14.7% |
| SLV | Sell | ISHARES SILVER TRishares | $489,000 | -40.6% | 21,362 | -44.2% | 0.03% | -43.1% |
| KNX | Buy | KNIGHT-SWIFT TRANSN HLDGS INcl a | $490,000 | +4.9% | 9,702 | +26.7% | 0.03% | 0.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $482,000 | -7.5% | 2,116 | -0.5% | 0.03% | -12.5% |
| DRI | Sell | DARDEN RESTAURANTS INC | $473,000 | -19.3% | 3,500 | -9.9% | 0.03% | -22.2% |
| USB | Sell | US BANCORP DEL | $488,000 | -25.7% | 9,175 | -21.5% | 0.03% | -31.7% |
| NEM | Buy | NEWMONT CORP | $485,000 | +84.4% | 6,104 | +43.8% | 0.03% | +75.0% |
| UAL | Buy | UNITED AIRLS HLDGS INC | $472,000 | +13.2% | 10,221 | +7.7% | 0.03% | +7.7% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $484,000 | +35.2% | 2,939 | +52.8% | 0.03% | +27.3% |
| NLY | Sell | ANNALY CAPITAL MANAGEMENT IN | $481,000 | -15.6% | 68,267 | -6.3% | 0.03% | -20.0% |
| MCK | Sell | MCKESSON CORP | $485,000 | +23.1% | 1,597 | -0.1% | 0.03% | +16.7% |
| AME | Sell | AMETEK INC | $487,000 | -12.4% | 3,630 | -5.9% | 0.03% | -17.6% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $477,000 | -6.5% | 3,535 | +7.8% | 0.03% | -12.5% |
| WEC | Sell | WEC ENERGY GROUP INC | $477,000 | +2.1% | 4,784 | -0.5% | 0.03% | -3.4% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $478,000 | -1.2% | 958 | +0.1% | 0.03% | -6.7% |
| NOW | Buy | SERVICENOW INC | $472,000 | +6.8% | 755 | +7.5% | 0.03% | +3.7% |
| SRE | Sell | SEMPRA | $456,000 | +17.5% | 2,833 | -4.3% | 0.03% | +12.5% |
| RUN | Buy | SUNRUN INC | $468,000 | +56.5% | 15,409 | +76.9% | 0.03% | +50.0% |
| ETN | EATON CORP PLC | $459,000 | -12.1% | 3,024 | 0.0% | 0.03% | -15.6% | |
| NBB | Sell | NUVEEN TAXABLE MUNICPAL INM | $461,000 | -22.1% | 23,073 | -11.5% | 0.03% | -27.0% |
| TD | Buy | TORONTO DOMINION BK ONT | $452,000 | +5.6% | 5,725 | +0.1% | 0.03% | 0.0% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $448,000 | +33.7% | 3,749 | +30.4% | 0.03% | +23.8% |
| BMO | Buy | BANK MONTREAL QUE | $438,000 | +12.3% | 3,716 | +2.7% | 0.03% | +8.3% |
| XYLD | New | GLOBAL X FDSs&p 500 covered | $449,000 | – | 9,062 | +100.0% | 0.03% | – |
| CMI | Buy | CUMMINS INC | $449,000 | -6.1% | 2,189 | +0.1% | 0.03% | -13.3% |
| SBUX | Sell | STARBUCKS CORP | $448,000 | -19.3% | 4,533 | -5.9% | 0.03% | -23.5% |
| PFM | Sell | INVESCO EXCHANGE TRADED FD Tdivid achievev | $436,000 | -7.2% | 11,342 | -4.2% | 0.02% | -13.8% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $428,000 | -2.9% | 4,576 | +0.0% | 0.02% | -7.4% |
| CI | Sell | CIGNA CORP NEW | $437,000 | +0.9% | 1,823 | -3.4% | 0.02% | -7.4% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $415,000 | +9.5% | 3,139 | +9.9% | 0.02% | +4.3% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $417,000 | -4.4% | 12,131 | +0.2% | 0.02% | -11.1% |
| NVAX | Buy | NOVAVAX INC | $417,000 | -18.1% | 5,624 | +59.3% | 0.02% | -22.6% |
| PAAS | Sell | PAN AMERN SILVER CORP | $412,000 | -49.8% | 15,094 | -54.1% | 0.02% | -52.9% |
| RJF | Sell | RAYMOND JAMES FINL INC | $414,000 | +6.7% | 3,765 | -2.5% | 0.02% | 0.0% |
| FNX | FIRST TR MID CAP CORE ALPHAD | $407,000 | +3.6% | 3,985 | 0.0% | 0.02% | 0.0% | |
| FXG | Sell | FIRST TR EXCHANGE TRADED FDconsumr staple | $412,000 | -12.0% | 6,631 | -19.5% | 0.02% | -17.2% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $414,000 | -54.1% | 1,997 | -49.3% | 0.02% | -57.1% |
| DHR | Sell | DANAHER CORPORATION | $408,000 | -25.7% | 1,369 | -19.6% | 0.02% | -29.4% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $411,000 | -16.0% | 8,873 | -1.8% | 0.02% | -20.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $410,000 | -1.9% | 3,759 | +2.8% | 0.02% | -7.7% |
| ADSK | Buy | AUTODESK INC | $414,000 | -7.2% | 1,849 | +16.6% | 0.02% | -14.3% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $406,000 | +14.4% | 4,157 | +2.5% | 0.02% | +9.1% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $395,000 | +2.6% | 2,992 | +15.2% | 0.02% | -4.2% |
| PRU | Buy | PRUDENTIAL FINL INC | $386,000 | +9.3% | 3,287 | +0.8% | 0.02% | +4.5% |
| SHW | Buy | SHERWIN WILLIAMS CO | $388,000 | -22.2% | 1,499 | +4.9% | 0.02% | -25.8% |
| TTD | Buy | THE TRADE DESK INC | $395,000 | -13.8% | 5,285 | +0.6% | 0.02% | -17.9% |
| OMC | Buy | OMNICOM GROUP INC | $390,000 | +15.4% | 4,616 | +0.0% | 0.02% | +9.5% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $395,000 | +20.8% | 1,412 | +50.9% | 0.02% | +15.0% |
| LUV | Sell | SOUTHWEST AIRLS CO | $393,000 | -54.7% | 8,643 | -56.7% | 0.02% | -57.4% |
| ESGU | Buy | ISHARES TResg awr msci usa | $389,000 | -2.8% | 3,842 | +3.6% | 0.02% | -8.0% |
| ABC | New | AMERISOURCEBERGEN CORP | $396,000 | – | 2,558 | +100.0% | 0.02% | – |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $392,000 | -5.3% | 12,882 | +2.6% | 0.02% | -11.5% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $387,000 | +0.5% | 3,241 | +7.6% | 0.02% | -4.2% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $391,000 | -5.3% | 5,060 | +3.3% | 0.02% | -11.5% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $401,000 | -26.7% | 2,624 | -3.7% | 0.02% | -32.4% |
| MMD | Buy | MAINSTAY MACKAY DEFINEDTERM | $401,000 | +12.3% | 21,379 | +30.6% | 0.02% | +4.5% |
| CFA | Sell | VICTORY PORTFOLIOS II | $375,000 | -5.1% | 5,059 | -0.6% | 0.02% | -8.3% |
| PBW | Sell | INVESCO EXCHANGE TRADED FD Twilderhil clan | $377,000 | -21.3% | 5,790 | -13.3% | 0.02% | -26.7% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $382,000 | -15.9% | 2,307 | -7.0% | 0.02% | -21.4% |
| IXN | Buy | ISHARES TRglobal tech etf | $373,000 | +10.4% | 5,871 | +0.2% | 0.02% | +4.8% |
| GAB | Buy | GABELLI EQUITY TR INC | $384,000 | +10.0% | 53,374 | +1.8% | 0.02% | 0.0% |
| TRTN | Sell | TRITON INTL LTDcl a | $372,000 | +16.2% | 5,300 | -0.1% | 0.02% | +10.0% |
| HPQ | Buy | HP INC | $383,000 | +1.9% | 10,559 | +5.7% | 0.02% | -4.3% |
| MU | Sell | MICRON TECHNOLOGY INC | $375,000 | -34.1% | 4,470 | -29.6% | 0.02% | -37.1% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $374,000 | -24.1% | 2,356 | -17.2% | 0.02% | -26.7% |
| SMOG | Buy | VANECK ETF TRUSTlow carbn energy | $369,000 | -9.3% | 2,545 | +0.1% | 0.02% | -12.0% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $368,000 | +4.8% | 2,157 | -4.0% | 0.02% | -4.5% |
| WRB | Buy | BERKLEY W R CORP | $363,000 | +6.5% | 5,451 | +31.9% | 0.02% | 0.0% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $362,000 | +60.9% | 8,185 | +54.8% | 0.02% | +50.0% |
| AXP | Sell | AMERICAN EXPRESS CO | $366,000 | +10.6% | 2,004 | -0.7% | 0.02% | +5.0% |
| BBY | New | BEST BUY INC | $352,000 | – | 3,868 | +100.0% | 0.02% | – |
| ALE | Buy | ALLETE INC | $340,000 | +1.2% | 5,070 | +0.0% | 0.02% | -4.8% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $349,000 | +11.5% | 3,959 | +35.2% | 0.02% | +5.3% |
| LULU | Sell | LULULEMON ATHLETICA INC | $348,000 | -11.0% | 902 | -7.5% | 0.02% | -16.7% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $344,000 | -23.0% | 1,602 | -13.3% | 0.02% | -28.6% |
| AOA | ISHARES TRaggres alloc etf | $347,000 | -5.4% | 5,037 | 0.0% | 0.02% | -13.0% | |
| FDIV | Sell | FIRST TR EXCHANGE-TRADED FDhigh incm strgc | $346,000 | -7.7% | 7,180 | -2.8% | 0.02% | -13.0% |
| PH | Sell | PARKER-HANNIFIN CORP | $347,000 | -38.1% | 1,220 | -31.0% | 0.02% | -42.9% |
| KRE | Sell | SPDR SER TRs&p regl bkg | $336,000 | -14.5% | 4,871 | -12.2% | 0.02% | -16.7% |
| D | Buy | DOMINION ENERGY INC | $345,000 | +8.2% | 4,092 | +0.1% | 0.02% | 0.0% |
| ROKU | Buy | ROKU INC | $342,000 | -42.6% | 2,685 | +2.8% | 0.02% | -45.9% |
| JNK | New | SPDR SER TRbloomberg high y | $331,000 | – | 3,230 | +100.0% | 0.02% | – |
| MELI | Sell | MERCADOLIBRE INC | $321,000 | -21.1% | 238 | -2.1% | 0.02% | -24.0% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $333,000 | -30.3% | 5,009 | -15.4% | 0.02% | -36.7% |
| SLY | Sell | SPDR SER TRs&p 600 sml cap | $324,000 | -6.9% | 3,452 | -1.8% | 0.02% | -13.6% |
| SMDV | Buy | PROSHARES TRruss 2000 divd | $326,000 | -1.8% | 5,051 | +1.9% | 0.02% | -9.5% |
| TROW | Sell | PRICE T ROWE GROUP INC | $330,000 | -22.4% | 1,869 | -13.4% | 0.02% | -26.9% |
| ANSS | ANSYS INC | $332,000 | -20.8% | 1,044 | 0.0% | 0.02% | -26.9% | |
| BOND | Sell | PIMCO ETF TRactive bd etf | $333,000 | -21.5% | 3,270 | -15.6% | 0.02% | -26.9% |
| SCHR | Sell | SCHWAB STRATEGIC TRintrm trm tres | $309,000 | -6.4% | 5,514 | -5.2% | 0.02% | -10.0% |
| TMUS | Buy | T-MOBILE US INC | $302,000 | +32.5% | 2,403 | +25.2% | 0.02% | +28.6% |
| RHS | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $303,000 | +10.6% | 1,786 | +0.5% | 0.02% | +5.9% |
| CTVA | Sell | CORTEVA INC | $303,000 | +17.4% | 5,495 | -2.0% | 0.02% | +12.5% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $310,000 | -15.1% | 1,016 | -5.1% | 0.02% | -21.7% |
| GIS | Buy | GENERAL MLS INC | $308,000 | +10.4% | 4,556 | +4.5% | 0.02% | +5.9% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $314,000 | +44.0% | 3,990 | +61.9% | 0.02% | +38.5% |
| CNI | Sell | CANADIAN NATL RY CO | $302,000 | +6.3% | 2,249 | -2.8% | 0.02% | 0.0% |
| VLU | New | SPDR SER TRspdr s&p1500vl | $296,000 | – | 1,912 | +100.0% | 0.02% | – |
| RWJ | New | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $298,000 | – | 2,485 | +100.0% | 0.02% | – |
| DCI | New | DONALDSON INC | $287,000 | – | 5,357 | +100.0% | 0.02% | – |
| ITA | Sell | ISHARES TRus aer def etf | $290,000 | +3.6% | 2,628 | -3.4% | 0.02% | 0.0% |
| DOW | Buy | DOW INC | $298,000 | +10.0% | 4,859 | +2.3% | 0.02% | 0.0% |
| SUN | New | SUNOCO LP/SUNOCO FIN CORP | $295,000 | – | 7,217 | +100.0% | 0.02% | – |
| KBWB | Buy | INVESCO EXCH TRADED FD TR IIkbw bk etf | $283,000 | -6.0% | 4,435 | +0.0% | 0.02% | -10.5% |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $285,000 | -43.0% | 9,423 | -39.7% | 0.02% | -45.2% |
| ZG | Buy | ZILLOW GROUP INCcl a | $283,000 | +25.8% | 5,873 | +62.6% | 0.02% | +21.4% |
| WELL | Buy | WELLTOWER INC | $268,000 | +11.7% | 2,822 | +0.0% | 0.02% | +6.7% |
| FYX | Buy | FIRST TR SML CP CORE ALPHA F | $276,000 | +6.2% | 2,841 | +0.1% | 0.02% | 0.0% |
| FTA | Buy | FIRST TR LRG CP VL ALPHADEX | $281,000 | +8.5% | 4,018 | +0.1% | 0.02% | 0.0% |
| O | Buy | REALTY INCOME CORP | $277,000 | -1.1% | 3,973 | +0.3% | 0.02% | -5.9% |
| FE | Buy | FIRSTENERGY CORP | $266,000 | +20.9% | 5,802 | +9.9% | 0.02% | +14.3% |
| C | Sell | CITIGROUP INC | $268,000 | -14.1% | 4,830 | -1.9% | 0.02% | -15.8% |
| TRV | Buy | TRAVELERS COMPANIES INC | $270,000 | +16.9% | 1,478 | +0.1% | 0.02% | +14.3% |
| NSC | Sell | NORFOLK SOUTHN CORP | $268,000 | +2.3% | 926 | -1.5% | 0.02% | 0.0% |
| MOS | Sell | MOSAIC CO NEW | $269,000 | -42.9% | 4,044 | -66.3% | 0.02% | -44.8% |
| UVV | Sell | UNIVERSAL CORP VA | $267,000 | -4.3% | 4,590 | -9.8% | 0.02% | -5.9% |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $267,000 | -10.7% | 12,645 | -0.2% | 0.02% | -11.1% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $273,000 | -71.3% | 802 | -67.8% | 0.02% | -72.9% |
| VHT | VANGUARD WORLD FDShealth car etf | $270,000 | -4.6% | 1,061 | 0.0% | 0.02% | -5.9% | |
| IIPR | Sell | INNOVATIVE INDL PPTYS INC | $274,000 | -22.8% | 1,149 | -21.2% | 0.02% | -27.3% |
| RTM | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $278,000 | +15.8% | 1,543 | +3.0% | 0.02% | +6.7% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $272,000 | -26.9% | 3,303 | -22.7% | 0.02% | -30.4% |
| WY | WEYERHAEUSER CO MTN BE | $280,000 | -8.2% | 7,399 | 0.0% | 0.02% | -15.8% | |
| ES | Buy | EVERSOURCE ENERGY | $255,000 | -3.0% | 2,890 | +0.0% | 0.02% | -6.2% |
| PGZ | PRINCIPAL REAL ESTATE INCOME | $252,000 | -0.4% | 16,000 | 0.0% | 0.02% | -6.2% | |
| BLE | BLACKROCK MUNI INCOME TR II | $264,000 | -18.8% | 21,450 | 0.0% | 0.02% | -25.0% | |
| BFK | BLACKROCK MUN INCOME TRsh ben int | $262,000 | -21.6% | 21,500 | 0.0% | 0.02% | -28.6% | |
| NUMG | New | NUSHARES ETF TRnuveen esg midcp | $252,000 | – | 5,256 | +100.0% | 0.02% | – |
| CWB | New | SPDR SER TRbloomberg conv | $252,000 | – | 3,257 | +100.0% | 0.02% | – |
| DD | Sell | DUPONT DE NEMOURS INC | $255,000 | -8.9% | 3,417 | -3.7% | 0.02% | -11.8% |
| SIL | Sell | GLOBAL X FDSglobal x silver | $251,000 | -19.8% | 6,909 | -18.9% | 0.02% | -21.1% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $251,000 | -6.7% | 820 | +16.3% | 0.02% | -11.8% |
| RYE | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $259,000 | – | 3,841 | +100.0% | 0.02% | – |
| PPG | Sell | PPG INDS INC | $254,000 | -23.7% | 1,909 | -2.0% | 0.02% | -28.6% |
| REGL | Sell | PROSHARES TRs&p mdcp 400 div | $260,000 | -8.5% | 3,593 | -6.8% | 0.02% | -16.7% |
| IP | Sell | INTERNATIONAL PAPER CO | $260,000 | -1.9% | 5,635 | -0.1% | 0.02% | -6.2% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $263,000 | -1.9% | 1,664 | +14.8% | 0.02% | -11.8% |
| IYR | Buy | ISHARES TRu.s. real es etf | $233,000 | -6.0% | 2,155 | +1.0% | 0.01% | -6.7% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $236,000 | +9.8% | 727 | -2.8% | 0.01% | +7.7% |
| IBB | Sell | ISHARES TRishares biotech | $238,000 | -16.2% | 1,632 | -8.8% | 0.01% | -22.2% |
| DON | Buy | WISDOMTREE TRus midcap divid | $238,000 | +6.2% | 5,364 | +0.1% | 0.01% | 0.0% |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $238,000 | +7.7% | 2,925 | 0.0% | 0.01% | 0.0% | |
| ESGD | Buy | ISHARES TResg aw msci eafe | $241,000 | +1.7% | 3,033 | +0.1% | 0.01% | -6.7% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $246,000 | -7.5% | 760 | +34.0% | 0.01% | -12.5% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $237,000 | +0.9% | 2,646 | +0.0% | 0.01% | -6.7% |
| ASML | New | ASML HOLDING N V | $238,000 | – | 308 | +100.0% | 0.01% | – |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $239,000 | -10.5% | 2,610 | +0.7% | 0.01% | -12.5% |
| SJI | New | SOUTH JERSEY INDS INC | $219,000 | – | 6,329 | +100.0% | 0.01% | – |
| UA | UNDER ARMOUR INCcl c | $225,000 | -13.8% | 14,472 | 0.0% | 0.01% | -18.8% | |
| NVS | Sell | NOVARTIS AGsponsored adr | $217,000 | -5.2% | 2,484 | -6.5% | 0.01% | -7.1% |
| MAA | MID-AMER APT CMNTYS INC | $223,000 | -8.6% | 1,065 | 0.0% | 0.01% | -13.3% | |
| VFC | Buy | V F CORP | $230,000 | -9.4% | 3,739 | +5.3% | 0.01% | -18.8% |
| XHE | New | SPDR SER TRhlth cr equip | $218,000 | – | 1,944 | +100.0% | 0.01% | – |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $222,000 | -11.2% | 4,486 | -10.2% | 0.01% | -13.3% |
| AVY | Sell | AVERY DENNISON CORP | $231,000 | -20.3% | 1,320 | -1.7% | 0.01% | -27.8% |
| CHPT | New | CHARGEPOINT HOLDINGS INC | $217,000 | – | 10,937 | +100.0% | 0.01% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $225,000 | – | 1,449 | +100.0% | 0.01% | – |
| DWAS | New | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $215,000 | – | 2,536 | +100.0% | 0.01% | – |
| SNV | New | SYNOVUS FINL CORP | $220,000 | – | 4,558 | +100.0% | 0.01% | – |
| CAG | Sell | CONAGRA BRANDS INC | $224,000 | -2.2% | 6,671 | -0.3% | 0.01% | -7.1% |
| UAA | UNDER ARMOUR INCcl a | $221,000 | -19.3% | 12,919 | 0.0% | 0.01% | -23.5% | |
| VST | Sell | VISTRA CORP | $228,000 | -6.6% | 9,824 | -8.1% | 0.01% | -13.3% |
| PII | New | POLARIS INC | $219,000 | – | 2,083 | +100.0% | 0.01% | – |
| TFI | Sell | SPDR SER TRnuveen blmbrg mu | $209,000 | -88.1% | 4,282 | -87.4% | 0.01% | -88.9% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $204,000 | -8.1% | 1,175 | -18.3% | 0.01% | -14.3% |
| KLAC | New | KLA CORP | $214,000 | – | 506 | +100.0% | 0.01% | – |
| BDX | New | BECTON DICKINSON & CO | $200,000 | – | 759 | +100.0% | 0.01% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $207,000 | – | 2,976 | +100.0% | 0.01% | – |
| PANW | New | PALO ALTO NETWORKS INC | $209,000 | – | 363 | +100.0% | 0.01% | – |
| PLUG | New | PLUG POWER INC | $209,000 | – | 7,303 | +100.0% | 0.01% | – |
| SAP | Sell | SAP SEspon adr | $202,000 | -32.0% | 1,758 | -18.0% | 0.01% | -33.3% |
| IDV | Sell | ISHARES TRintl sel div etf | $212,000 | -2.3% | 6,668 | -4.3% | 0.01% | -7.7% |
| LNT | Sell | ALLIANT ENERGY CORP | $207,000 | -3.7% | 3,325 | -6.5% | 0.01% | -7.7% |
| FDT | Buy | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $200,000 | -1.5% | 3,374 | +0.7% | 0.01% | -7.7% |
| EQWL | New | INVESCO EXCHANGE TRADED FD Ts&p 100 eql wigh | $210,000 | – | 2,526 | +100.0% | 0.01% | – |
| DNP | Buy | DNP SELECT INCOME FD INC | $213,000 | +10.9% | 17,995 | +1.9% | 0.01% | 0.0% |
| QQQJ | Sell | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $211,000 | -17.3% | 7,279 | -4.1% | 0.01% | -25.0% |
| GRID | Sell | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $214,000 | -9.3% | 2,262 | -2.2% | 0.01% | -20.0% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $208,000 | -4.1% | 2,607 | +0.0% | 0.01% | -7.7% |
| SYLD | Buy | CAMBRIA ETF TR | $211,000 | +1.4% | 3,297 | +2.6% | 0.01% | -7.7% |
| MORN | MORNINGSTAR INC | $205,000 | -19.9% | 750 | 0.0% | 0.01% | -25.0% | |
| MRBK | MERIDIAN CORPORATION | $203,000 | -12.9% | 6,331 | 0.0% | 0.01% | -14.3% | |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $168,000 | -13.0% | 10,070 | -17.7% | 0.01% | -16.7% |
| NAD | Buy | NUVEEN QUALITY MUNCP INCOME | $166,000 | -4.6% | 12,399 | +15.1% | 0.01% | -9.1% |
| NXJ | Buy | NUVEEN NEW JERSEY QULT MUN F | $159,000 | -8.6% | 11,904 | +5.1% | 0.01% | -18.2% |
| NQP | Sell | NUVEEN PENNSYLVANIA QLT MUN | $138,000 | -32.0% | 10,209 | -25.0% | 0.01% | -38.5% |
| PROSPECT CAP CORPnote 4.950% 7/1 | $103,000 | +1.0% | 100,000 | 0.0% | 0.01% | 0.0% | ||
| BCS | BARCLAYS PLCadr | $93,000 | -22.5% | 11,572 | 0.0% | 0.01% | -28.6% | |
| CERS | CERUS CORP | $64,000 | -20.0% | 11,700 | 0.0% | 0.00% | -20.0% | |
| IMRA | Sell | IMARA INC | $40,000 | -21.6% | 21,011 | -7.1% | 0.00% | -33.3% |
| SUPERNUS PHARMACEUTICALSnote 0.625% 4/0 | $11,000 | 0.0% | 11,000 | 0.0% | 0.00% | 0.0% | ||
| II-VI INCnote 0.250% 9/0 | $15,000 | +15.4% | 10,000 | 0.0% | 0.00% | 0.0% | ||
| ATLAS AIR WORLDWIDE HLDGS INnote 1.875% 6/0 | $21,000 | +10.5% | 13,000 | 0.0% | 0.00% | 0.0% | ||
| TGB | New | TASEKO MINES LTD | $23,000 | – | 10,000 | +100.0% | 0.00% | – |
| APOLLO COML REAL ESTATE FINnote 4.750% 8/2 | $11,000 | 0.0% | 11,000 | 0.0% | 0.00% | 0.0% | ||
| COLLEGIUM PHARMACEUTICAL INCnote 2.625% 2/1 | $11,000 | 0.0% | 11,000 | 0.0% | 0.00% | 0.0% | ||
| REDWOOD TRUST INCnote 4.750% 8/1 | $10,000 | 0.0% | 10,000 | 0.0% | 0.00% | 0.0% | ||
| Exit | PACIRA BIOSCIENCES INCnote 2.375% 4/0 | $0 | – | -12,000 | -100.0% | -0.00% | – | |
| GLD | Exit | SPDR GOLD TRput | $0 | – | -1,500 | -100.0% | -0.00% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -4,000 | -100.0% | -0.01% | – |
| BTG | Exit | B2GOLD CORP | $0 | – | -41,000 | -100.0% | -0.01% | – |
| DNN | Exit | DENISON MINES CORP | $0 | – | -126,420 | -100.0% | -0.01% | – |
| MJ | Exit | ETF MANAGERS TRetfmg altr hrvst | $0 | – | -12,599 | -100.0% | -0.01% | – |
| RPM | Exit | RPM INTL INC | $0 | – | -1,991 | -100.0% | -0.01% | – |
| FNV | Exit | FRANCO NEV CORP | $0 | – | -1,469 | -100.0% | -0.01% | – |
| XLNX | Exit | XILINX INC | $0 | – | -1,000 | -100.0% | -0.01% | – |
| TTE | Exit | TOTALENERGIES SEsponsored ads | $0 | – | -4,229 | -100.0% | -0.01% | – |
| CWT | Exit | CALIFORNIA WTR SVC GROUP | $0 | – | -3,000 | -100.0% | -0.01% | – |
| KOMP | Exit | SPDR SER TRs&p kensho new | $0 | – | -3,605 | -100.0% | -0.01% | – |
| DOV | Exit | DOVER CORP | $0 | – | -1,359 | -100.0% | -0.01% | – |
| STX | Exit | SEAGATE TECHNOLOGY HLDNGS PL | $0 | – | -2,011 | -100.0% | -0.01% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -1,156 | -100.0% | -0.01% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -962 | -100.0% | -0.02% | – |
| MIDD | Exit | MIDDLEBY CORP | $0 | – | -1,200 | -100.0% | -0.02% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -2,256 | -100.0% | -0.02% | – |
| USO | Exit | UNITED STS OIL FD LPunits | $0 | – | -4,749 | -100.0% | -0.02% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -2,679 | -100.0% | -0.02% | – |
| Exit | LI-CYCLE HOLDINGS CORP | $0 | – | -27,650 | -100.0% | -0.02% | – | |
| DAN | Exit | DANA INC | $0 | – | -11,932 | -100.0% | -0.02% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -3,489 | -100.0% | -0.02% | – |
| ETSY | Exit | ETSY INC | $0 | – | -1,276 | -100.0% | -0.02% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -2,319 | -100.0% | -0.02% | – |
| SOFI | Exit | SOFI TECHNOLOGIES INC | $0 | – | -19,684 | -100.0% | -0.02% | – |
| XNTK | Exit | SPDR SER TRnyse tech etf | $0 | – | -1,904 | -100.0% | -0.02% | – |
| UCON | Exit | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $0 | – | -11,789 | -100.0% | -0.02% | – |
| CQP | Exit | CHENIERE ENERGY PARTNERS LP | $0 | – | -7,423 | -100.0% | -0.02% | – |
| NTR | Exit | NUTRIEN LTD | $0 | – | -4,277 | -100.0% | -0.02% | – |
| SAIC | Exit | SCIENCE APPLICATIONS INTL CO | $0 | – | -3,816 | -100.0% | -0.02% | – |
| LDUR | Exit | PIMCO ETF TRenhncd lw dur ac | $0 | – | -3,144 | -100.0% | -0.02% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -2,673 | -100.0% | -0.02% | – |
| IBUY | Exit | AMPLIFY ETF TRonlin retl etf | $0 | – | -3,791 | -100.0% | -0.02% | – |
| CF | Exit | CF INDS HLDGS INC | $0 | – | -4,700 | -100.0% | -0.02% | – |
| SKYY | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -3,692 | -100.0% | -0.02% | – |
| ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -3,373 | -100.0% | -0.02% | – |
| DWM | Exit | WISDOMTREE TRintl equity fd | $0 | – | -7,540 | -100.0% | -0.02% | – |
| WCLD | Exit | WISDOMTREE TR | $0 | – | -8,463 | -100.0% | -0.03% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -2,456 | -100.0% | -0.03% | – |
| Exit | URANIUM RTY CORP | $0 | – | -128,388 | -100.0% | -0.03% | – | |
| TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -6,549 | -100.0% | -0.03% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -13,612 | -100.0% | -0.04% | – |
| MSOS | Exit | ADVISORSHARES TRpure us cannabis | $0 | – | -31,273 | -100.0% | -0.05% | – |
| QYLD | Exit | GLOBAL X FDSnasdaq 100 cover | $0 | – | -38,470 | -100.0% | -0.05% | – |
| ROST | Exit | ROSS STORES INC | $0 | – | -7,842 | -100.0% | -0.06% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -4,276 | -100.0% | -0.07% | – |
| PWB | Exit | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $0 | – | -13,596 | -100.0% | -0.07% | – |
| BEPC | Exit | BROOKFIELD RENEWABLE CORPcl a sub vtg | $0 | – | -31,579 | -100.0% | -0.07% | – |
| CACC | Exit | CREDIT ACCEP CORP MICH | $0 | – | -1,958 | -100.0% | -0.08% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -14,290 | -100.0% | -0.08% | – | |
| SONO | Exit | SONOS INC | $0 | – | -54,500 | -100.0% | -0.11% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -59,125 | -100.0% | -0.13% | – |
| JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -123,155 | -100.0% | -0.16% | – |
| SPHQ | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $0 | – | -188,751 | -100.0% | -0.62% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 3.5% |
| MICROSOFT CORP | 20 | Q3 2023 | 2.1% |
| AMAZON COM INC | 20 | Q3 2023 | 2.3% |
| INVESCO QQQ TR | 20 | Q3 2023 | 2.8% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 1.5% |
| ISHARES TR | 20 | Q3 2023 | 1.9% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 1.3% |
| NVIDIA CORPORATION | 20 | Q3 2023 | 2.0% |
| ISHARES TR | 20 | Q3 2023 | 1.7% |
| JOHNSON & JOHNSON | 20 | Q3 2023 | 1.0% |
View GREAT VALLEY ADVISOR GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-10-14 |
View GREAT VALLEY ADVISOR GROUP, 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.