$183 Million is the total value of Prestige Wealth Management Group LLC's 644 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 33.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USFR | Sell | WISDOMTREE TRfloatng rat trea | $35,986,000 | -6.0% | 1,435,995 | -6.0% | 19.69% | -12.1% |
| USMV | Buy | ISHARES TRmsci min vol etf | $13,527,000 | +3.0% | 206,198 | +0.6% | 7.40% | -3.7% |
| CL | Sell | COLGATE PALMOLIVE CO | $10,362,000 | -6.4% | 150,523 | -0.1% | 5.67% | -12.5% |
| SHM | Sell | SPDR SERIES TRUSTnuveen blmbrg sr | $7,215,000 | -1.3% | 146,909 | -1.6% | 3.95% | -7.8% |
| AAPL | Buy | APPLE INC | $7,035,000 | +31.3% | 23,956 | +0.2% | 3.85% | +22.8% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $4,466,000 | +7.2% | 58,136 | -1.0% | 2.44% | +0.2% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $4,072,000 | +7.5% | 52,962 | -0.7% | 2.23% | +0.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $3,502,000 | +40.4% | 24,007 | +24.5% | 1.92% | +31.2% |
| MSFT | Buy | MICROSOFT CORP | $3,480,000 | +13.5% | 22,068 | +0.0% | 1.90% | +6.1% |
| MRK | Sell | MERCK & CO INC | $3,358,000 | +7.0% | 36,926 | -0.9% | 1.84% | +0.1% |
| XOM | Buy | EXXON MOBIL CORP | $3,051,000 | +14.1% | 43,719 | +15.4% | 1.67% | +6.7% |
| TFLO | New | ISHARES TRtrs flt rt bd | $2,844,000 | – | 56,604 | +100.0% | 1.56% | – |
| LGLV | Sell | SPDR SERIES TRUSTssga us lrg etf | $2,730,000 | +1.2% | 23,905 | -1.2% | 1.49% | -5.4% |
| SPLG | Buy | SPDR SERIES TRUSTportfolio lr etf | $2,573,000 | +28.6% | 68,025 | +18.5% | 1.41% | +20.2% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $2,460,000 | +11.4% | 26,467 | +0.7% | 1.35% | +4.2% |
| QUAL | Buy | ISHARES TRusa quality fctr | $2,416,000 | +15.3% | 23,919 | +5.4% | 1.32% | +7.7% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $2,003,000 | +7.5% | 33,312 | +1.4% | 1.10% | +0.5% |
| INTF | Buy | ISHARES TRmultifactor intl | $1,755,000 | +12.1% | 64,870 | +5.7% | 0.96% | +4.8% |
| AMZN | Buy | AMAZON COM INC | $1,737,000 | +12.7% | 940 | +5.9% | 0.95% | +5.4% |
| CWI | Sell | SPDR INDEX SHS FDSmsci acwi exus | $1,657,000 | +7.0% | 64,312 | -0.2% | 0.91% | 0.0% |
| BAC | Sell | BANK AMER CORP | $1,375,000 | +20.7% | 39,041 | -0.0% | 0.75% | +12.7% |
| SPTM | SPDR SERIES TRUSTportfolio tl stk | $1,369,000 | +8.5% | 34,351 | 0.0% | 0.75% | +1.4% | |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,315,000 | +6.0% | 21,856 | -0.4% | 0.72% | -0.8% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,290,000 | +7.0% | 38,363 | +1.3% | 0.71% | 0.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,282,000 | +9.9% | 46,818 | +0.9% | 0.70% | +2.9% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $1,231,000 | -19.0% | 11,167 | -17.4% | 0.67% | -24.3% |
| EMGF | Buy | ISHARES INCmlt fctr emg mkt | $1,221,000 | +19.5% | 26,797 | +7.1% | 0.67% | +11.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,188,000 | +18.4% | 8,524 | +0.0% | 0.65% | +10.7% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $1,086,000 | +28.5% | 16,922 | +1.5% | 0.59% | +20.0% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,072,000 | +8.1% | 6,091 | -2.0% | 0.59% | +1.0% |
| WMT | Sell | WALMART INC | $1,046,000 | -0.7% | 8,804 | -0.7% | 0.57% | -7.1% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $1,022,000 | -5.0% | 17,311 | -0.1% | 0.56% | -11.3% |
| ADBE | Buy | ADOBE INC | $962,000 | +21.6% | 2,919 | +2.0% | 0.53% | +13.6% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $957,000 | +7.5% | 6,276 | -0.4% | 0.52% | +0.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $933,000 | +5.3% | 5,470 | -0.3% | 0.51% | -1.5% |
| HD | Buy | HOME DEPOT INC | $881,000 | +16.2% | 4,035 | +23.5% | 0.48% | +8.6% |
| MA | Sell | MASTERCARD INCcl a | $878,000 | +9.3% | 2,940 | -0.6% | 0.48% | +2.1% |
| DIS | Buy | DISNEY WALT CO | $843,000 | +21.6% | 5,826 | +9.5% | 0.46% | +13.5% |
| V | Buy | VISA INC | $838,000 | +14.2% | 4,459 | +4.5% | 0.46% | +6.7% |
| MDYV | Buy | SPDR SERIES TRUSTs&p 400 mdcp val | $744,000 | +6.7% | 13,595 | +0.2% | 0.41% | -0.2% |
| C | Sell | CITIGROUP INC | $741,000 | +15.6% | 9,273 | -0.1% | 0.41% | +8.3% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $734,000 | +18.8% | 23,395 | +11.1% | 0.40% | +11.0% |
| T | Sell | AT&T INC | $724,000 | -5.5% | 18,528 | -8.4% | 0.40% | -11.6% |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $723,000 | +4.9% | 24,976 | 0.0% | 0.40% | -1.7% | |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $716,000 | – | 8,888 | +100.0% | 0.39% | – |
| SMLF | Buy | ISHARES TRmultifactor usa | $708,000 | +14.9% | 16,510 | +6.9% | 0.39% | +7.2% |
| IWB | Sell | ISHARES TRrus 1000 etf | $697,000 | +5.1% | 3,907 | -3.0% | 0.38% | -1.8% |
| PFE | Sell | PFIZER INC | $672,000 | +7.2% | 17,150 | -1.6% | 0.37% | +0.3% |
| MDYG | Sell | SPDR SERIES TRUSTs&p 400 mdcp grw | $639,000 | +2.4% | 11,208 | -3.5% | 0.35% | -4.1% |
| LMT | Sell | LOCKHEED MARTIN CORP | $636,000 | -2.9% | 1,632 | -2.7% | 0.35% | -9.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $628,000 | +20.1% | 469 | +9.6% | 0.34% | +12.4% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $621,000 | +5.8% | 11,554 | -1.8% | 0.34% | -1.2% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $606,000 | +9.0% | 2,675 | 0.0% | 0.33% | +2.2% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $575,000 | +64.8% | 1,955 | +21.7% | 0.32% | +54.4% |
| FTNT | Sell | FORTINET INC | $558,000 | +38.8% | 5,228 | -0.2% | 0.30% | +29.8% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $552,000 | +32.7% | 3,786 | +20.7% | 0.30% | +24.3% |
| FB | Sell | FACEBOOK INCcl a | $535,000 | -9.8% | 2,607 | -21.6% | 0.29% | -15.6% |
| PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $534,000 | +10.3% | 7,742 | 0.0% | 0.29% | +3.2% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $527,000 | +1.5% | 8,588 | +0.0% | 0.29% | -5.3% |
| ODP | Sell | OFFICE DEPOT INC | $513,000 | +51.8% | 187,208 | -2.7% | 0.28% | +41.9% |
| SNX | Sell | SYNNEX CORP | $513,000 | +13.7% | 3,984 | -0.3% | 0.28% | +6.4% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $497,000 | +5.3% | 5,247 | -0.3% | 0.27% | -1.4% |
| SLYV | Buy | SPDR SERIES TRUSTs&p 600 smcp val | $473,000 | +7.3% | 7,205 | +0.0% | 0.26% | +0.4% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $470,000 | +9.0% | 6,207 | +0.4% | 0.26% | +2.0% |
| PG | PROCTER & GAMBLE CO | $458,000 | +0.4% | 3,666 | 0.0% | 0.25% | -6.0% | |
| COST | Buy | COSTCO WHSL CORP NEW | $440,000 | +35.0% | 1,497 | +32.5% | 0.24% | +26.2% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $437,000 | +24.5% | 11,629 | +13.6% | 0.24% | +16.6% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $434,000 | +2.8% | 3,174 | -3.5% | 0.24% | -3.6% |
| NAVI | Sell | NAVIENT CORPORATION | $433,000 | +4.8% | 31,687 | -1.8% | 0.24% | -2.1% |
| CRM | Sell | SALESFORCE COM INC | $423,000 | -12.2% | 2,600 | -20.0% | 0.23% | -18.1% |
| MTUM | ISHARES TRusa momentum fct | $394,000 | +5.3% | 3,135 | 0.0% | 0.22% | -1.4% | |
| MCD | Buy | MCDONALDS CORP | $393,000 | -5.5% | 1,990 | +2.7% | 0.22% | -11.5% |
| SPYV | Sell | SPDR SERIES TRUSTprtflo s&p500 vl | $392,000 | +8.6% | 11,232 | -0.5% | 0.22% | +1.9% |
| SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $392,000 | +8.3% | 9,352 | +0.5% | 0.22% | +1.4% |
| BIIB | Sell | BIOGEN INC | $390,000 | +25.8% | 1,316 | -1.2% | 0.21% | +17.7% |
| SPMD | Buy | SPDR SERIES TRUSTportfolio md etf | $387,000 | +29.4% | 10,693 | +21.1% | 0.21% | +21.1% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $377,000 | +2.7% | 8,391 | +3.1% | 0.21% | -4.2% |
| NVDA | Sell | NVIDIA CORP | $367,000 | +31.5% | 1,560 | -2.6% | 0.20% | +23.3% |
| MBB | Buy | ISHARES TRmbs etf | $368,000 | +418.3% | 3,409 | +417.3% | 0.20% | +378.6% |
| NSIT | New | INSIGHT ENTERPRISES INC | $365,000 | – | 5,186 | +100.0% | 0.20% | – |
| EWX | Buy | SPDR INDEX SHS FDSs&p emktsc etf | $365,000 | +7.4% | 7,931 | +1.3% | 0.20% | +0.5% |
| ACWI | ISHARES TRmsci acwi etf | $352,000 | +7.3% | 4,442 | 0.0% | 0.19% | +0.5% | |
| STMP | Sell | STAMPS COM INC | $351,000 | +8.7% | 4,202 | -3.2% | 0.19% | +1.6% |
| BK | Sell | BANK NEW YORK MELLON CORP | $347,000 | +9.8% | 6,893 | -1.4% | 0.19% | +2.7% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $342,000 | +9.6% | 9,851 | +0.3% | 0.19% | +2.2% |
| HPQ | Sell | HP INC | $341,000 | +4.9% | 16,575 | -3.5% | 0.19% | -1.6% |
| FPX | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $342,000 | +5.9% | 4,256 | 0.0% | 0.19% | -1.1% | |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $338,000 | +327.8% | 2,798 | +180.6% | 0.18% | +302.2% |
| ORCL | Sell | ORACLE CORP | $332,000 | -4.0% | 6,274 | -0.3% | 0.18% | -10.3% |
| MGV | VANGUARD WORLD FDmega cap val etf | $316,000 | +6.8% | 3,630 | 0.0% | 0.17% | 0.0% | |
| TFC | New | TRUIST FINL CORP | $314,000 | – | 5,560 | +100.0% | 0.17% | – |
| FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $306,000 | +3.4% | 10,247 | -5.2% | 0.17% | -3.5% |
| SSNC | Sell | SS&C TECHNOLOGIES HLDGS INC | $290,000 | +16.5% | 4,725 | -2.1% | 0.16% | +8.9% |
| SLYG | Buy | SPDR SERIES TRUSTs&p 600 smcp grw | $291,000 | +8.2% | 4,516 | +0.2% | 0.16% | +1.3% |
| AEL | Sell | AMERICAN EQTY INVT LIFE HLD | $289,000 | +19.9% | 9,628 | -3.4% | 0.16% | +12.1% |
| CSD | INVESCO EXCHANGE TRADED FD Ts&p spin off | $288,000 | +8.7% | 5,692 | 0.0% | 0.16% | +1.9% | |
| SLM | Sell | SLM CORP | $278,000 | 0.0% | 31,147 | -1.2% | 0.15% | -6.7% |
| NOW | Sell | SERVICENOW INC | $260,000 | +9.2% | 919 | -1.8% | 0.14% | +2.2% |
| PNFP | Sell | PINNACLE FINL PARTNERS INC | $257,000 | -13.5% | 4,029 | -22.8% | 0.14% | -19.0% |
| MDT | Sell | MEDTRONIC PLC | $257,000 | -24.4% | 2,261 | -27.8% | 0.14% | -29.1% |
| MOH | Sell | MOLINA HEALTHCARE INC | $254,000 | +13.4% | 1,872 | -8.5% | 0.14% | +6.1% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $245,000 | 0.0% | 1,983 | +0.9% | 0.13% | -6.3% |
| ALLY | Sell | ALLY FINL INC | $245,000 | -11.2% | 8,037 | -3.6% | 0.13% | -17.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $236,000 | +8.3% | 735 | +0.1% | 0.13% | +0.8% |
| DG | Buy | DOLLAR GEN CORP NEW | $233,000 | +406.5% | 1,495 | +415.5% | 0.13% | +374.1% |
| QRVO | New | QORVO INC | $230,000 | – | 1,975 | +100.0% | 0.13% | – |
| NKE | Buy | NIKE INCcl b | $222,000 | +181.0% | 2,190 | +161.6% | 0.12% | +163.0% |
| FLRN | Sell | SPDR SERIES TRUSTblomberg brc inv | $219,000 | -0.9% | 7,136 | -0.5% | 0.12% | -7.0% |
| GOVT | Sell | ISHARES TRus treas bd etf | $220,000 | -56.1% | 8,469 | -55.5% | 0.12% | -59.0% |
| CSCO | Sell | CISCO SYS INC | $216,000 | -5.3% | 4,513 | -2.2% | 0.12% | -11.3% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $216,000 | +8.5% | 1,085 | -1.1% | 0.12% | +1.7% |
| HON | Sell | HONEYWELL INTL INC | $214,000 | +3.4% | 1,211 | -1.1% | 0.12% | -3.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $214,000 | +72.6% | 4,802 | +56.6% | 0.12% | +60.3% |
| IONS | Sell | IONIS PHARMACEUTICALS INC | $208,000 | 0.0% | 3,447 | -0.7% | 0.11% | -6.6% |
| TSN | Buy | TYSON FOODS INCcl a | $205,000 | +12.0% | 2,247 | +5.8% | 0.11% | +4.7% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $202,000 | +3.6% | 1,471 | -2.6% | 0.11% | -2.6% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $201,000 | +402.5% | 1,606 | +389.6% | 0.11% | +378.3% |
| PYPL | PAYPAL HLDGS INC | $198,000 | +4.8% | 1,829 | 0.0% | 0.11% | -2.7% | |
| ROST | Buy | ROSS STORES INC | $191,000 | +15.8% | 1,635 | +8.6% | 0.10% | +8.2% |
| NFLX | Sell | NETFLIX INC | $191,000 | -32.7% | 590 | -44.3% | 0.10% | -36.7% |
| HCA | Buy | HCA HEALTHCARE INC | $186,000 | +29.2% | 1,258 | +5.4% | 0.10% | +21.4% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $181,000 | +17.5% | 5,693 | +8.8% | 0.10% | +10.0% |
| INTC | Sell | INTEL CORP | $177,000 | +9.9% | 2,968 | -4.6% | 0.10% | +3.2% |
| CVS | CVS HEALTH CORP | $176,000 | +18.1% | 2,369 | 0.0% | 0.10% | +10.3% | |
| MNKKQ | Buy | MALLINCKRODT PUB LTD CO | $176,000 | +120.0% | 50,465 | +51.6% | 0.10% | +104.3% |
| TXN | Buy | TEXAS INSTRS INC | $174,000 | +6.7% | 1,352 | +7.2% | 0.10% | 0.0% |
| AVGO | Buy | BROADCOM INC | $172,000 | +26.5% | 545 | +10.8% | 0.09% | +17.5% |
| BA | BOEING CO | $171,000 | -14.5% | 525 | 0.0% | 0.09% | -19.7% | |
| PXH | INVESCO EXCHNG TRADED FD TRftse rafi emng | $170,000 | +11.1% | 7,629 | 0.0% | 0.09% | +3.3% | |
| SPSM | Buy | SPDR SERIES TRUSTportfolio sm etf | $168,000 | +31.2% | 5,130 | +20.2% | 0.09% | +22.7% |
| CVX | Sell | CHEVRON CORP NEW | $163,000 | -1.2% | 1,348 | -3.4% | 0.09% | -8.2% |
| PGC | PEAPACK-GLADSTONE FINL CORP | $160,000 | +10.3% | 5,175 | 0.0% | 0.09% | +3.5% | |
| MS | Sell | MORGAN STANLEY | $156,000 | -3.1% | 3,044 | -19.4% | 0.08% | -9.6% |
| AMGN | Sell | AMGEN INC | $152,000 | +23.6% | 629 | -0.9% | 0.08% | +15.3% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $150,000 | -16.7% | 653 | -24.8% | 0.08% | -21.9% |
| LRCX | Sell | LAM RESEARCH CORP | $147,000 | -16.0% | 504 | -33.4% | 0.08% | -21.6% |
| ABBV | Buy | ABBVIE INC | $140,000 | +27.3% | 1,576 | +8.5% | 0.08% | +20.3% |
| ABMD | Sell | ABIOMED INC | $139,000 | -12.0% | 814 | -8.4% | 0.08% | -17.4% |
| CERN | Buy | CERNER CORP | $139,000 | +19.8% | 1,894 | +11.2% | 0.08% | +11.8% |
| LPX | Buy | LOUISIANA PAC CORP | $139,000 | +31.1% | 4,681 | +8.7% | 0.08% | +22.6% |
| IPKW | INVESCO EXCHNG TRADED FD TRintl buyback | $139,000 | +9.4% | 4,092 | 0.0% | 0.08% | +2.7% | |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $133,000 | +30.4% | 674 | +38.1% | 0.07% | +21.7% |
| SC | Buy | SANTANDER CONSUMER USA HDG I | $133,000 | -0.7% | 5,710 | +8.6% | 0.07% | -6.4% |
| MO | Sell | ALTRIA GROUP INC | $131,000 | +19.1% | 2,617 | -2.9% | 0.07% | +12.5% |
| WFC | WELLS FARGO CO NEW | $131,000 | +6.5% | 2,439 | 0.0% | 0.07% | 0.0% | |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $131,000 | +4.8% | 945 | +0.5% | 0.07% | -1.4% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $130,000 | +1081.8% | 2,126 | +1055.4% | 0.07% | +1083.3% |
| NOC | NORTHROP GRUMMAN CORP | $129,000 | -8.5% | 376 | 0.0% | 0.07% | -14.5% | |
| SPLK | New | SPLUNK INC | $120,000 | – | 798 | +100.0% | 0.07% | – |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $117,000 | +14.7% | 501 | +7.5% | 0.06% | +6.7% |
| IECS | Sell | ISHARES US ETF TRconsumer stpls | $115,000 | +0.9% | 4,029 | -1.2% | 0.06% | -6.0% |
| GILD | Sell | GILEAD SCIENCES INC | $115,000 | -35.0% | 1,767 | -36.6% | 0.06% | -39.4% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $112,000 | -50.2% | 587 | -45.7% | 0.06% | -53.8% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $110,000 | +266.7% | 1,083 | +225.2% | 0.06% | +233.3% |
| EFA | Sell | ISHARES TRmsci eafe etf | $109,000 | +3.8% | 1,575 | -2.5% | 0.06% | -1.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $110,000 | +2.8% | 536 | -3.4% | 0.06% | -4.8% |
| VTEB | VANGUARD MUN BD FD INCtax exempt bd | $107,000 | 0.0% | 2,000 | 0.0% | 0.06% | -6.3% | |
| CDW | CDW CORP | $107,000 | +16.3% | 750 | 0.0% | 0.06% | +9.3% | |
| CI | CIGNA CORP NEW | $107,000 | +33.8% | 524 | 0.0% | 0.06% | +25.5% | |
| VLO | Sell | VALERO ENERGY CORP NEW | $107,000 | -15.7% | 1,146 | -23.2% | 0.06% | -20.3% |
| CDK | Buy | CDK GLOBAL INC | $106,000 | +14.0% | 1,938 | +0.3% | 0.06% | +7.4% |
| QCOM | Sell | QUALCOMM INC | $106,000 | +11.6% | 1,204 | -3.2% | 0.06% | +3.6% |
| PPL | PPL CORP | $104,000 | +14.3% | 2,900 | 0.0% | 0.06% | +7.5% | |
| RF | REGIONS FINL CORP NEW | $103,000 | +8.4% | 6,000 | 0.0% | 0.06% | 0.0% | |
| PRU | Buy | PRUDENTIAL FINL INC | $99,000 | +17.9% | 1,059 | +13.0% | 0.05% | +10.2% |
| PEP | Sell | PEPSICO INC | $99,000 | -2.0% | 726 | -1.6% | 0.05% | -8.5% |
| GM | Buy | GENERAL MTRS CO | $97,000 | -2.0% | 2,651 | +0.2% | 0.05% | -8.6% |
| KO | Buy | COCA COLA CO | $95,000 | +9.2% | 1,710 | +7.1% | 0.05% | +2.0% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $93,000 | +10.7% | 620 | +1.1% | 0.05% | +4.1% |
| IGSB | ISHARES TRsh tr crport etf | $93,000 | 0.0% | 1,740 | 0.0% | 0.05% | -5.6% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $91,000 | +3.4% | 1,088 | -3.5% | 0.05% | -3.8% |
| AGCO | New | AGCO CORP | $91,000 | – | 1,179 | +100.0% | 0.05% | – |
| DFS | DISCOVER FINL SVCS | $89,000 | +4.7% | 1,044 | 0.0% | 0.05% | -2.0% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $87,000 | +22.5% | 945 | +7.5% | 0.05% | +14.3% |
| VLY | Buy | VALLEY NATL BANCORP | $85,000 | +21.4% | 7,432 | +15.5% | 0.05% | +14.6% |
| KEY | KEYCORP NEW | $84,000 | +13.5% | 4,132 | 0.0% | 0.05% | +7.0% | |
| USFD | Buy | US FOODS HLDG CORP | $82,000 | +2.5% | 1,963 | +0.9% | 0.04% | -4.3% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $83,000 | +159.4% | 2,698 | +137.1% | 0.04% | +136.8% |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $80,000 | +5.3% | 1,379 | 0.0% | 0.04% | 0.0% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $77,000 | +13.2% | 362 | 0.0% | 0.04% | +5.0% | |
| UN | Sell | UNILEVER N V | $75,000 | -3.8% | 1,290 | -0.6% | 0.04% | -10.9% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $73,000 | +15.9% | 1,568 | +2.5% | 0.04% | +8.1% |
| PHG | Sell | KONINKLIJKE PHILIPS N Vny reg sh new | $72,000 | +5.9% | 1,469 | -0.4% | 0.04% | -2.5% |
| KMB | Sell | KIMBERLY CLARK CORP | $71,000 | -56.2% | 515 | -54.8% | 0.04% | -58.9% |
| ALL | Buy | ALLSTATE CORP | $71,000 | +2.9% | 632 | +0.2% | 0.04% | -2.5% |
| EBAY | Buy | EBAY INC | $65,000 | -7.1% | 1,789 | +0.2% | 0.04% | -12.2% |
| EXC | EXELON CORP | $66,000 | -5.7% | 1,457 | 0.0% | 0.04% | -12.2% | |
| ETN | EATON CORP PLC | $65,000 | +14.0% | 689 | 0.0% | 0.04% | +9.1% | |
| PNC | PNC FINL SVCS GROUP INC | $63,000 | +12.5% | 397 | 0.0% | 0.03% | +3.0% | |
| ED | Sell | CONSOLIDATED EDISON INC | $63,000 | -6.0% | 697 | -1.0% | 0.03% | -12.8% |
| VOO | Sell | VANGUARD INDEX FDS | $59,000 | -50.0% | 200 | -53.9% | 0.03% | -53.6% |
| HES | HESS CORP | $58,000 | +9.4% | 869 | 0.0% | 0.03% | +3.2% | |
| NVS | Sell | NOVARTIS A Gsponsored adr | $58,000 | +7.4% | 615 | -1.8% | 0.03% | 0.0% |
| MKL | MARKEL CORP | $57,000 | -3.4% | 50 | 0.0% | 0.03% | -11.4% | |
| MAR | MARRIOTT INTL INC NEWcl a | $56,000 | +21.7% | 369 | 0.0% | 0.03% | +14.8% | |
| WEC | WEC ENERGY GROUP INC | $56,000 | -3.4% | 609 | 0.0% | 0.03% | -8.8% | |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $55,000 | +7.8% | 339 | +0.3% | 0.03% | 0.0% |
| DEO | DIAGEO P L Cspon adr new | $53,000 | +1.9% | 317 | 0.0% | 0.03% | -3.3% | |
| SRC | SPIRIT RLTY CAP INC NEW | $53,000 | +3.9% | 1,074 | 0.0% | 0.03% | -3.3% | |
| NXPI | NXP SEMICONDUCTORS N V | $51,000 | +15.9% | 403 | 0.0% | 0.03% | +7.7% | |
| PM | Buy | PHILIP MORRIS INTL INC | $52,000 | +23.8% | 608 | +8.2% | 0.03% | +12.0% |
| IJS | ISHARES TRsp smcp600vl etf | $47,000 | +6.8% | 292 | 0.0% | 0.03% | 0.0% | |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $48,000 | -71.9% | 764 | -72.6% | 0.03% | -74.0% |
| XYL | XYLEM INC | $47,000 | -2.1% | 600 | 0.0% | 0.03% | -7.1% | |
| DD | Sell | DUPONT DE NEMOURS INC | $46,000 | -35.2% | 724 | -27.3% | 0.02% | -40.5% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $46,000 | -8.0% | 284 | -2.7% | 0.02% | -13.8% |
| CGC | CANOPY GROWTH CORP | $43,000 | -10.4% | 2,077 | 0.0% | 0.02% | -14.3% | |
| WH | WYNDHAM HOTELS & RESORTS INC | $44,000 | +22.2% | 700 | 0.0% | 0.02% | +14.3% | |
| AIG | AMERICAN INTL GROUP INC | $44,000 | -8.3% | 858 | 0.0% | 0.02% | -14.3% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $43,000 | +2.4% | 700 | 0.0% | 0.02% | -4.0% | |
| PLD | PROLOGIS INC | $43,000 | +4.9% | 485 | 0.0% | 0.02% | 0.0% | |
| ONLN | New | PROSHARES TRonline rtl etf | $44,000 | – | 1,200 | +100.0% | 0.02% | – |
| SNY | SANOFIsponsored adr | $43,000 | +7.5% | 856 | 0.0% | 0.02% | +4.3% | |
| MCK | MCKESSON CORP | $44,000 | 0.0% | 317 | 0.0% | 0.02% | -7.7% | |
| LLY | Sell | LILLY ELI & CO | $44,000 | +15.8% | 331 | -2.6% | 0.02% | +9.1% |
| TTE | Sell | TOTAL S Asponsored ads | $44,000 | +4.8% | 798 | -1.1% | 0.02% | -4.0% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $44,000 | -10.2% | 1,015 | -15.2% | 0.02% | -17.2% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $42,000 | +281.8% | 700 | +270.4% | 0.02% | +283.3% |
| FDN | FIRST TR EXCHANGE TRADED FDdj internt idx | $42,000 | +2.4% | 305 | 0.0% | 0.02% | -4.2% | |
| MMM | 3M CO | $42,000 | +7.7% | 236 | 0.0% | 0.02% | 0.0% | |
| COP | CONOCOPHILLIPS | $41,000 | +13.9% | 630 | 0.0% | 0.02% | +4.8% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $40,000 | -34.4% | 298 | -28.0% | 0.02% | -38.9% |
| AGG | Buy | ISHARES TRcore us aggbd et | $41,000 | +115.8% | 366 | +120.5% | 0.02% | +100.0% |
| XLC | New | SELECT SECTOR SPDR TR | $40,000 | – | 750 | +100.0% | 0.02% | – |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $38,000 | 0.0% | 411 | +0.2% | 0.02% | -4.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $36,000 | +5.9% | 111 | -5.9% | 0.02% | 0.0% |
| ZTS | Sell | ZOETIS INCcl a | $37,000 | +2.8% | 285 | -2.1% | 0.02% | -4.8% |
| WYND | WYNDHAM DESTINATIONS INC | $36,000 | +12.5% | 700 | 0.0% | 0.02% | +5.3% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $37,000 | -5.1% | 679 | -4.4% | 0.02% | -13.0% |
| TRV | TRAVELERS COMPANIES INC | $34,000 | -8.1% | 247 | 0.0% | 0.02% | -13.6% | |
| HA | HAWAIIAN HOLDINGS INC | $35,000 | +12.9% | 1,190 | 0.0% | 0.02% | +5.6% | |
| NSC | NORFOLK SOUTHERN CORP | $34,000 | +9.7% | 175 | 0.0% | 0.02% | +5.6% | |
| TJX | TJX COS INC NEW | $35,000 | +9.4% | 578 | 0.0% | 0.02% | 0.0% | |
| URI | UNITED RENTALS INC | $34,000 | +30.8% | 205 | 0.0% | 0.02% | +26.7% | |
| GLD | Sell | SPDR GOLD TRUST | $34,000 | -95.1% | 237 | -95.3% | 0.02% | -95.3% |
| ITA | Buy | ISHARES TRus aer def etf | $32,000 | +28.0% | 145 | +31.8% | 0.02% | +20.0% |
| DELL | DELL TECHNOLOGIES INCcl c | $33,000 | 0.0% | 641 | 0.0% | 0.02% | -5.3% | |
| D | Buy | DOMINION ENERGY INC | $32,000 | +28.0% | 385 | +24.2% | 0.02% | +20.0% |
| IXUS | New | ISHARES TRcore msci total | $32,000 | – | 515 | +100.0% | 0.02% | – |
| NFG | NATIONAL FUEL GAS CO N J | $33,000 | 0.0% | 700 | 0.0% | 0.02% | -5.3% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $33,000 | +3.1% | 407 | 0.0% | 0.02% | -5.3% | |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $31,000 | +10.7% | 677 | +4.3% | 0.02% | +6.2% |
| ARKK | ARK ETF TRinnovation etf | $31,000 | +14.8% | 625 | 0.0% | 0.02% | +6.2% | |
| EMR | EMERSON ELEC CO | $31,000 | +14.8% | 400 | 0.0% | 0.02% | +6.2% | |
| SIRI | Sell | SIRIUS XM HLDGS INC | $30,000 | +3.4% | 4,220 | -9.7% | 0.02% | -5.9% |
| SCCO | Sell | SOUTHERN COPPER CORP | $29,000 | -69.5% | 679 | -75.5% | 0.02% | -71.4% |
| CAT | CATERPILLAR INC DEL | $30,000 | +20.0% | 200 | 0.0% | 0.02% | +6.7% | |
| AGN | ALLERGAN PLC | $29,000 | +16.0% | 150 | 0.0% | 0.02% | +6.7% | |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $30,000 | +11.1% | 321 | +7.4% | 0.02% | 0.0% |
| XEL | Sell | XCEL ENERGY INC | $30,000 | -14.3% | 465 | -14.7% | 0.02% | -20.0% |
| CHD | Buy | CHURCH & DWIGHT INC | $28,000 | +12.0% | 401 | +19.7% | 0.02% | 0.0% |
| HAL | Sell | HALLIBURTON CO | $27,000 | -3.6% | 1,100 | -26.4% | 0.02% | -6.2% |
| DXJ | WISDOMTREE TRjapn hedge eqt | $27,000 | +8.0% | 500 | 0.0% | 0.02% | 0.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $28,000 | +16.7% | 1,423 | 0.0% | 0.02% | +7.1% | |
| MAIN | MAIN STREET CAPITAL CORP | $28,000 | 0.0% | 650 | 0.0% | 0.02% | -6.2% | |
| GD | GENERAL DYNAMICS CORP | $28,000 | -3.4% | 159 | 0.0% | 0.02% | -11.8% | |
| COF | CAPITAL ONE FINL CORP | $26,000 | +13.0% | 256 | 0.0% | 0.01% | +7.7% | |
| CHCO | CITY HLDG CO | $26,000 | +8.3% | 314 | 0.0% | 0.01% | 0.0% | |
| IJT | ISHARES TRs&p sml 600 gwt | $25,000 | +8.7% | 128 | 0.0% | 0.01% | +7.7% | |
| TXRH | TEXAS ROADHOUSE INC | $25,000 | +8.7% | 447 | 0.0% | 0.01% | +7.7% | |
| UI | UBIQUITI INC | $26,000 | +62.5% | 138 | 0.0% | 0.01% | +55.6% | |
| LW | Buy | LAMB WESTON HLDGS INC | $26,000 | +30.0% | 303 | +11.4% | 0.01% | +16.7% |
| CCI | CROWN CASTLE INTL CORP NEW | $25,000 | +4.2% | 174 | 0.0% | 0.01% | 0.0% | |
| MTB | Buy | M & T BK CORP | $26,000 | +18.2% | 154 | +10.0% | 0.01% | +7.7% |
| ABT | Sell | ABBOTT LABS | $25,000 | +4.2% | 286 | -2.1% | 0.01% | 0.0% |
| CXP | COLUMBIA PPTY TR INC | $26,000 | -3.7% | 1,265 | 0.0% | 0.01% | -12.5% | |
| VKQ | INVESCO MUN TR | $23,000 | 0.0% | 1,843 | 0.0% | 0.01% | 0.0% | |
| LOW | LOWES COS INC | $24,000 | +9.1% | 200 | 0.0% | 0.01% | 0.0% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $23,000 | +130.0% | 108 | +83.1% | 0.01% | +116.7% |
| RL | RALPH LAUREN CORPcl a | $23,000 | +21.1% | 200 | 0.0% | 0.01% | +18.2% | |
| ZYNE | ZYNERBA PHARMACEUTICALS INC | $24,000 | -20.0% | 4,000 | 0.0% | 0.01% | -27.8% | |
| SLAB | SILICON LABORATORIES INC | $23,000 | +4.5% | 200 | 0.0% | 0.01% | 0.0% | |
| SAMG | SILVERCREST ASSET MGMT GROUPcl a | $23,000 | +4.5% | 1,800 | 0.0% | 0.01% | 0.0% | |
| CLX | Sell | CLOROX CO DEL | $23,000 | -67.6% | 151 | -67.6% | 0.01% | -69.0% |
| NTRS | NORTHERN TR CORP | $23,000 | +15.0% | 218 | 0.0% | 0.01% | +8.3% | |
| VHT | VANGUARD WORLD FDShealth car etf | $24,000 | +14.3% | 125 | 0.0% | 0.01% | +8.3% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $23,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $22,000 | -12.0% | 245 | -4.3% | 0.01% | -20.0% |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $22,000 | 0.0% | 245 | 0.0% | 0.01% | -7.7% | |
| XBI | SPDR SERIES TRUSTs&p biotech | $22,000 | +22.2% | 236 | 0.0% | 0.01% | +9.1% | |
| BIDU | BAIDU INCspon adr rep a | $22,000 | +22.2% | 172 | 0.0% | 0.01% | +9.1% | |
| ITT | ITT INC | $22,000 | +22.2% | 300 | 0.0% | 0.01% | +9.1% | |
| AEE | AMEREN CORP | $22,000 | -4.3% | 283 | 0.0% | 0.01% | -7.7% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $22,000 | +15.8% | 436 | 0.0% | 0.01% | +9.1% | |
| GME | GAMESTOP CORP NEWcl a | $22,000 | +10.0% | 3,697 | 0.0% | 0.01% | 0.0% | |
| PSX | PHILLIPS 66 | $22,000 | +10.0% | 200 | 0.0% | 0.01% | 0.0% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $21,000 | +5.0% | 108 | -0.9% | 0.01% | -8.3% |
| ACB | Sell | AURORA CANNABIS INC | $21,000 | -55.3% | 9,864 | -7.4% | 0.01% | -60.7% |
| AXP | AMERICAN EXPRESS CO | $21,000 | +5.0% | 171 | 0.0% | 0.01% | -8.3% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $21,000 | +5.0% | 1,313 | +0.1% | 0.01% | -8.3% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $21,000 | +10.5% | 158 | -0.6% | 0.01% | 0.0% |
| DRI | Sell | DARDEN RESTAURANTS INC | $20,000 | -9.1% | 179 | -3.8% | 0.01% | -15.4% |
| DIN | Buy | DINE BRANDS GLOBAL INC | $21,000 | +16.7% | 254 | +5.8% | 0.01% | 0.0% |
| EFG | ISHARES TReafe grwth etf | $21,000 | +10.5% | 240 | 0.0% | 0.01% | 0.0% | |
| CTT | CATCHMARK TIMBER TR INCcl a | $21,000 | +10.5% | 1,802 | 0.0% | 0.01% | 0.0% | |
| YUM | Buy | YUM BRANDS INC | $21,000 | -8.7% | 204 | +0.5% | 0.01% | -15.4% |
| PNW | PINNACLE WEST CAP CORP | $18,000 | -10.0% | 203 | 0.0% | 0.01% | -16.7% | |
| ITW | ILLINOIS TOOL WKS INC | $18,000 | +12.5% | 100 | 0.0% | 0.01% | +11.1% | |
| REGN | REGENERON PHARMACEUTICALS | $19,000 | +35.7% | 50 | 0.0% | 0.01% | +25.0% | |
| BC | BRUNSWICK CORP | $19,000 | +11.8% | 322 | 0.0% | 0.01% | 0.0% | |
| F | FORD MTR CO DEL | $19,000 | +5.6% | 2,011 | 0.0% | 0.01% | -9.1% | |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $17,000 | +13.3% | 77 | 0.0% | 0.01% | 0.0% | |
| HSBCPRA | New | HSBC HLDGS PLCadr a 1/40pf a | $16,000 | – | 600 | +100.0% | 0.01% | – |
| GWPH | Sell | GW PHARMACEUTICALS PLCads | $16,000 | -15.8% | 149 | -9.1% | 0.01% | -18.2% |
| LB | Buy | L BRANDS INC | $16,000 | 0.0% | 901 | +8.4% | 0.01% | 0.0% |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $17,000 | – | 103 | +100.0% | 0.01% | – |
| TWTR | TWITTER INC | $17,000 | -19.0% | 516 | 0.0% | 0.01% | -25.0% | |
| ESBA | EMPIRE ST RLTY OP L Punit ltd prtnsp | $16,000 | 0.0% | 1,123 | 0.0% | 0.01% | 0.0% | |
| MPC | MARATHON PETE CORP | $16,000 | 0.0% | 269 | 0.0% | 0.01% | 0.0% | |
| MTCH | MATCH GROUP INC | $16,000 | +14.3% | 200 | 0.0% | 0.01% | +12.5% | |
| AKAM | AKAMAI TECHNOLOGIES INC | $17,000 | -5.6% | 200 | 0.0% | 0.01% | -18.2% | |
| SYY | Buy | SYSCO CORP | $17,000 | +466.7% | 200 | +471.4% | 0.01% | +350.0% |
| FITE | SPDR SERIES TRUSTs&p kensho futre | $16,000 | 0.0% | 420 | 0.0% | 0.01% | 0.0% | |
| DVY | Buy | ISHARES TRselect divid etf | $16,000 | +60.0% | 155 | +55.0% | 0.01% | +50.0% |
| ULTA | Buy | ULTA BEAUTY INC | $15,000 | +15.4% | 61 | +17.3% | 0.01% | 0.0% |
| PCAR | PACCAR INC | $15,000 | +15.4% | 192 | 0.0% | 0.01% | 0.0% | |
| WDC | WESTERN DIGITAL CORP | $15,000 | +7.1% | 241 | 0.0% | 0.01% | 0.0% | |
| EFV | ISHARES TReafe value etf | $15,000 | +7.1% | 296 | 0.0% | 0.01% | 0.0% | |
| RTN | Buy | RAYTHEON CO | $15,000 | +15.4% | 70 | +6.1% | 0.01% | 0.0% |
| RY | ROYAL BK CDA MONTREAL QUE | $14,000 | -6.7% | 182 | 0.0% | 0.01% | -11.1% | |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $14,000 | +7.7% | 306 | -2.2% | 0.01% | 0.0% |
| SUSA | ISHARES TRmsci usa esg slc | $14,000 | +7.7% | 102 | 0.0% | 0.01% | 0.0% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $15,000 | 0.0% | 100 | 0.0% | 0.01% | -11.1% | |
| GIS | Sell | GENERAL MLS INC | $14,000 | -12.5% | 259 | -10.4% | 0.01% | -11.1% |
| OHI | OMEGA HEALTHCARE INVS INC | $13,000 | 0.0% | 300 | 0.0% | 0.01% | -12.5% | |
| CPB | CAMPBELL SOUP CO | $12,000 | 0.0% | 251 | 0.0% | 0.01% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $13,000 | 0.0% | 670 | 0.0% | 0.01% | -12.5% | |
| EPR | EPR PPTYS | $12,000 | -14.3% | 176 | 0.0% | 0.01% | -12.5% | |
| GIM | TEMPLETON GLOBAL INCOME FD | $12,000 | 0.0% | 2,000 | 0.0% | 0.01% | 0.0% | |
| DSM | BNY MELLON STRATEGIC MUN BD | $12,000 | 0.0% | 1,447 | 0.0% | 0.01% | 0.0% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $13,000 | +18.2% | 211 | 0.0% | 0.01% | +16.7% | |
| HQY | HEALTHEQUITY INC | $13,000 | +30.0% | 180 | 0.0% | 0.01% | +16.7% | |
| VIG | VANGUARD GROUPdiv app etf | $12,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $12,000 | 0.0% | 234 | 0.0% | 0.01% | 0.0% | |
| RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $12,000 | -25.0% | 200 | -26.7% | 0.01% | -22.2% |
| SMH | New | VANECK VECTORS ETF TRUSTsemiconductor et | $13,000 | – | 95 | +100.0% | 0.01% | – |
| CPRI | CAPRI HOLDINGS LIMITED | $12,000 | +9.1% | 325 | 0.0% | 0.01% | +16.7% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $12,000 | -7.7% | 101 | -8.2% | 0.01% | -12.5% |
| LBAI | LAKELAND BANCORP INC | $11,000 | +10.0% | 653 | 0.0% | 0.01% | 0.0% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $11,000 | +10.0% | 94 | +2.2% | 0.01% | 0.0% |
| SDY | SPDR SERIES TRUSTs&p divid etf | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% | |
| GOOS | CANADA GOOSE HOLDINGS INC | $11,000 | -15.4% | 300 | 0.0% | 0.01% | -25.0% | |
| BP | Buy | BP PLCsponsored adr | $11,000 | +22.2% | 283 | +25.2% | 0.01% | +20.0% |
| GPC | Sell | GENUINE PARTS CO | $11,000 | +10.0% | 103 | -1.0% | 0.01% | 0.0% |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $9,000 | – | 36 | +100.0% | 0.01% | – |
| BLUE | New | BLUEBIRD BIO INC | $9,000 | – | 102 | +100.0% | 0.01% | – |
| VPU | VANGUARD WORLD FDSutilities etf | $9,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% | |
| ACN | Sell | ACCENTURE PLC IRELAND | $10,000 | 0.0% | 46 | -13.2% | 0.01% | -16.7% |
| CAPE | BARCLAYS BK PLCbarc etn shill | $10,000 | 0.0% | 70 | 0.0% | 0.01% | -16.7% | |
| CAG | CONAGRA BRANDS INC | $10,000 | +11.1% | 278 | 0.0% | 0.01% | 0.0% | |
| RYN | RAYONIER INC | $10,000 | +25.0% | 297 | 0.0% | 0.01% | 0.0% | |
| BCE | BCE INC | $10,000 | 0.0% | 207 | 0.0% | 0.01% | -16.7% | |
| NEO | NEOGENOMICS INC | $9,000 | +50.0% | 300 | 0.0% | 0.01% | +25.0% | |
| LH | Sell | LABORATORY CORP AMER HLDGS | $9,000 | -10.0% | 56 | -5.1% | 0.01% | -16.7% |
| NEM | Buy | NEWMONT GOLDCORP CORPORATION | $9,000 | +50.0% | 206 | +30.4% | 0.01% | +25.0% |
| ADI | ANALOG DEVICES INC | $9,000 | +12.5% | 76 | 0.0% | 0.01% | 0.0% | |
| SLV | ISHARES SILVER TRUSTishares | $10,000 | 0.0% | 600 | 0.0% | 0.01% | -16.7% | |
| CVLG | COVENANT TRANSN GROUP INCcl a | $9,000 | -25.0% | 700 | 0.0% | 0.01% | -28.6% | |
| USIG | ISHARES TRusd inv grde etf | $9,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
| ELAN | ELANCO ANIMAL HEALTH INC | $10,000 | +11.1% | 350 | 0.0% | 0.01% | 0.0% | |
| XHR | XENIA HOTELS & RESORTS INC | $10,000 | 0.0% | 464 | 0.0% | 0.01% | -16.7% | |
| AMD | ADVANCED MICRO DEVICES INC | $9,000 | +50.0% | 200 | 0.0% | 0.01% | +25.0% | |
| MDCO | MEDICINES CO | $8,000 | +60.0% | 100 | 0.0% | 0.00% | +33.3% | |
| HZNP | HORIZON THERAPEUTICS PUB LTD | $7,000 | +40.0% | 200 | 0.0% | 0.00% | +33.3% | |
| MIN | MFS INTER INCOME TRsh ben int | $8,000 | 0.0% | 2,050 | 0.0% | 0.00% | -20.0% | |
| OXY | Sell | OCCIDENTAL PETE CORP | $7,000 | -12.5% | 160 | -11.1% | 0.00% | -20.0% |
| EWEM | INVESCO EXCHNG TRADED FD TRmsci emrng mkt | $7,000 | +16.7% | 205 | 0.0% | 0.00% | 0.0% | |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $8,000 | -20.0% | 100 | -2.9% | 0.00% | -33.3% |
| SYF | SYNCHRONY FINL | $8,000 | 0.0% | 230 | 0.0% | 0.00% | -20.0% | |
| STIP | ISHARES TR0-5 yr tips etf | $7,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC | $7,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC | $8,000 | -11.1% | 202 | 0.0% | 0.00% | -20.0% | |
| VFC | V F CORP | $7,000 | +16.7% | 68 | 0.0% | 0.00% | 0.0% | |
| AMAT | APPLIED MATLS INC | $7,000 | +16.7% | 118 | 0.0% | 0.00% | 0.0% | |
| CB | CHUBB LIMITED | $7,000 | -12.5% | 48 | 0.0% | 0.00% | -20.0% | |
| DGRW | New | WISDOMTREE TRus qtly div grt | $7,000 | – | 150 | +100.0% | 0.00% | – |
| TOL | TOLL BROTHERS INC | $8,000 | 0.0% | 200 | 0.0% | 0.00% | -20.0% | |
| EL | LAUDER ESTEE COS INCcl a | $7,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| SO | SOUTHERN CO | $8,000 | 0.0% | 125 | 0.0% | 0.00% | -20.0% | |
| IP | INTL PAPER CO | $7,000 | +16.7% | 150 | 0.0% | 0.00% | 0.0% | |
| RSG | REPUBLIC SVCS INC | $7,000 | +16.7% | 73 | 0.0% | 0.00% | 0.0% | |
| INCY | INCYTE CORP | $7,000 | +16.7% | 76 | 0.0% | 0.00% | 0.0% | |
| LEO | BNY MELLON STRATEGIC MUNS IN | $8,000 | 0.0% | 950 | 0.0% | 0.00% | -20.0% | |
| IYR | ISHARES TRu.s. real es etf | $7,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES TRrus 2000 grw etf | $7,000 | +16.7% | 33 | 0.0% | 0.00% | 0.0% | |
| PAYX | Buy | PAYCHEX INC | $7,000 | 0.0% | 82 | +3.8% | 0.00% | 0.0% |
| HEXO | Buy | HEXO CORP | $7,000 | -56.2% | 4,540 | +12.0% | 0.00% | -55.6% |
| NSTG | NANOSTRING TECHNOLOGIES INC | $8,000 | +33.3% | 300 | 0.0% | 0.00% | 0.0% | |
| BHP | Buy | BHP GROUP LTDsponsored ads | $8,000 | +60.0% | 141 | +41.0% | 0.00% | +33.3% |
| ALC | Sell | ALCON INC | $7,000 | -12.5% | 123 | -14.6% | 0.00% | -20.0% |
| WM | Buy | WASTE MGMT INC DEL | $7,000 | +133.3% | 60 | +122.2% | 0.00% | +100.0% |
| NEE | NEXTERA ENERGY INC | $7,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| FISV | Buy | FISERV INC | $7,000 | +75.0% | 61 | +48.8% | 0.00% | +100.0% |
| K | KELLOGG CO | $7,000 | +16.7% | 97 | 0.0% | 0.00% | 0.0% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $7,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
| PSA | PUBLIC STORAGE | $7,000 | -12.5% | 31 | 0.0% | 0.00% | -20.0% | |
| EDIV | SPDR INDEX SHS FDSs&p em mkt div | $8,000 | +14.3% | 239 | 0.0% | 0.00% | 0.0% | |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $6,000 | +20.0% | 13 | +8.3% | 0.00% | 0.0% |
| VRSN | Buy | VERISIGN INC | $6,000 | +500.0% | 30 | +650.0% | 0.00% | +200.0% |
| ECOR | New | ELECTROCORE INC | $6,000 | – | 4,062 | +100.0% | 0.00% | – |
| FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $5,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
| AMED | AMEDISYS INC | $6,000 | +20.0% | 37 | 0.0% | 0.00% | 0.0% | |
| DOW | DOW INC | $5,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% | |
| VMO | INVESCO MUN OPPORTUNITY TR | $5,000 | -16.7% | 445 | 0.0% | 0.00% | -25.0% | |
| VIAC | New | VIACOMCBS INCcl b | $5,000 | – | 120 | +100.0% | 0.00% | – |
| VTR | VENTAS INC | $6,000 | -14.3% | 98 | 0.0% | 0.00% | -25.0% | |
| DE | DEERE & CO | $6,000 | 0.0% | 33 | 0.0% | 0.00% | -25.0% | |
| DTF | DTF TAX-FREE INCOME INC | $6,000 | 0.0% | 400 | 0.0% | 0.00% | -25.0% | |
| FT | FRANKLIN UNVL TRsh ben int | $5,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% | |
| CRON | CRONOS GROUP INC | $5,000 | -28.6% | 740 | 0.0% | 0.00% | -25.0% | |
| COTY | Sell | COTY INC | $5,000 | -28.6% | 411 | -32.4% | 0.00% | -25.0% |
| NYCB | NEW YORK CMNTY BANCORP INC | $5,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $5,000 | +25.0% | 524 | 0.0% | 0.00% | +50.0% | |
| ESGE | ISHARES INCesg msci em etf | $5,000 | +25.0% | 135 | 0.0% | 0.00% | +50.0% | |
| IEMG | ISHARES INCcore msci emkt | $6,000 | 0.0% | 113 | 0.0% | 0.00% | -25.0% | |
| IEFA | Sell | ISHARES TRcore msci eafe | $6,000 | 0.0% | 91 | -1.1% | 0.00% | -25.0% |
| TEL | TE CONNECTIVITY LTD | $6,000 | 0.0% | 67 | 0.0% | 0.00% | -25.0% | |
| VDE | VANGUARD WORLD FDSenergy etf | $6,000 | 0.0% | 76 | 0.0% | 0.00% | -25.0% | |
| SBUX | Sell | STARBUCKS CORP | $5,000 | -37.5% | 58 | -33.3% | 0.00% | -40.0% |
| KHC | Sell | KRAFT HEINZ CO | $6,000 | +20.0% | 175 | -7.4% | 0.00% | 0.0% |
| OSUR | ORASURE TECHNOLOGIES INC | $5,000 | 0.0% | 605 | 0.0% | 0.00% | 0.0% | |
| GES | GUESS INC | $6,000 | +20.0% | 275 | 0.0% | 0.00% | 0.0% | |
| HSBC | HSBC HLDGS PLCspon adr new | $6,000 | +20.0% | 143 | 0.0% | 0.00% | 0.0% | |
| MUB | Buy | ISHARES TRnational mun etf | $6,000 | 0.0% | 57 | +1.8% | 0.00% | -25.0% |
| HLX | HELIX ENERGY SOLUTIONS GRP I | $5,000 | +25.0% | 500 | 0.0% | 0.00% | +50.0% | |
| JKHY | Buy | HENRY JACK & ASSOC INC | $5,000 | +25.0% | 33 | +13.8% | 0.00% | +50.0% |
| ZBH | Sell | ZIMMER BIOMET HLDGS INC | $6,000 | 0.0% | 43 | -4.4% | 0.00% | -25.0% |
| BLK | BLACKROCK INC | $6,000 | +20.0% | 12 | 0.0% | 0.00% | 0.0% | |
| IWN | ISHARES TRrus 2000 val etf | $6,000 | +20.0% | 46 | 0.0% | 0.00% | 0.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $6,000 | +20.0% | 25 | 0.0% | 0.00% | 0.0% | |
| APH | Buy | AMPHENOL CORP NEWcl a | $5,000 | +400.0% | 50 | +233.3% | 0.00% | +200.0% |
| USB | US BANCORP DEL | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| AKBA | New | AKEBIA THERAPEUTICS INC | $3,000 | – | 500 | +100.0% | 0.00% | – |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,000 | +200.0% | 2 | +100.0% | 0.00% | +100.0% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $3,000 | +200.0% | 24 | +100.0% | 0.00% | +100.0% |
| AMP | AMERIPRISE FINL INC | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| ANTM | Buy | ANTHEM INC | $3,000 | +50.0% | 9 | +12.5% | 0.00% | +100.0% |
| BURL | BURLINGTON STORES INC | $3,000 | +50.0% | 12 | 0.0% | 0.00% | +100.0% | |
| CNI | Sell | CANADIAN NATL RY CO | $4,000 | -20.0% | 45 | -26.2% | 0.00% | -33.3% |
| LUMN | CENTURYLINK INC | $3,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% | |
| LNG | Buy | CHENIERE ENERGY INC | $3,000 | 0.0% | 45 | +7.1% | 0.00% | 0.0% |
| CTXS | New | CITRIX SYS INC | $3,000 | – | 28 | +100.0% | 0.00% | – |
| COO | Buy | COOPER COS INC | $3,000 | +200.0% | 10 | +233.3% | 0.00% | +100.0% |
| GLW | Sell | CORNING INC | $3,000 | -82.4% | 120 | -80.0% | 0.00% | -80.0% |
| CTVA | Sell | CORTEVA INC | $3,000 | -50.0% | 104 | -49.5% | 0.00% | -50.0% |
| DHR | DANAHER CORPORATION | $4,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $4,000 | – | 235 | +100.0% | 0.00% | – |
| HRL | HORMEL FOODS CORP | $4,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| INGR | Buy | INGREDION INC | $4,000 | – | 43 | +1333.3% | 0.00% | – |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $4,000 | -20.0% | 40 | -20.0% | 0.00% | -33.3% |
| EELV | INVESCO EXCHNG TRADED FD TRs&p emrng mkts | $4,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% | |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $3,000 | 0.0% | 13 | -7.1% | 0.00% | 0.0% |
| IJJ | ISHARES TRs&p mc 400vl etf | $3,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| IYZ | ISHARES TR | $4,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| ESGD | ISHARES TResg msci eafe | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP | $3,000 | +50.0% | 200 | 0.0% | 0.00% | +100.0% | |
| VAC | MARRIOTT VACTINS WORLDWID CO | $4,000 | +33.3% | 32 | 0.0% | 0.00% | 0.0% | |
| MKC | Buy | MCCORMICK & CO INC | $3,000 | +50.0% | 19 | +58.3% | 0.00% | +100.0% |
| MET | METLIFE INC | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| NCR | NCR CORP NEW | $4,000 | +33.3% | 109 | 0.0% | 0.00% | 0.0% | |
| NVR | New | NVR INC | $4,000 | – | 1 | +100.0% | 0.00% | – |
| JWN | Buy | NORDSTROM INC | $3,000 | – | 84 | +950.0% | 0.00% | – |
| NXJ | NUVEEN NEW JERSEY QULT MUN F | $4,000 | 0.0% | 288 | 0.0% | 0.00% | 0.0% | |
| ORLY | New | O REILLY AUTOMOTIVE INC NEW | $3,000 | – | 7 | +100.0% | 0.00% | – |
| PANW | New | PALO ALTO NETWORKS INC | $3,000 | – | 12 | +100.0% | 0.00% | – |
| DGX | Buy | QUEST DIAGNOSTICS INC | $3,000 | +200.0% | 32 | +128.6% | 0.00% | +100.0% |
| RES | RPC INC | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $3,000 | – | 51 | +100.0% | 0.00% | – |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $3,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| SRE | Buy | SEMPRA ENERGY | $3,000 | +200.0% | 20 | +100.0% | 0.00% | +100.0% |
| SKX | New | SKECHERS U S A INCcl a | $4,000 | – | 95 | +100.0% | 0.00% | – |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $4,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| TCF | TCF FINANCIAL CORPORATION NE | $3,000 | +50.0% | 65 | 0.0% | 0.00% | +100.0% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| TGT | TARGET CORP | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| TDC | TERADATA CORP DEL | $3,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
| ABB | New | ABB LTDsponsored adr | $3,000 | – | 121 | +100.0% | 0.00% | – |
| UHS | Buy | UNIVERSAL HLTH SVCS INCcl b | $4,000 | +100.0% | 28 | +100.0% | 0.00% | +100.0% |
| WAB | WABTEC CORP | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| WCN | New | WASTE CONNECTIONS INC | $3,000 | – | 34 | +100.0% | 0.00% | – |
| WCG | New | WELLCARE HEALTH PLANS INC | $3,000 | – | 9 | +100.0% | 0.00% | – |
| YUMC | YUM CHINA HLDGS INC | $4,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| GRMN | GARMIN LTD | $3,000 | +50.0% | 26 | 0.0% | 0.00% | +100.0% | |
| MCO | New | MOODYS CORP | $2,000 | – | 8 | +100.0% | 0.00% | – |
| GAB | GABELLI EQUITY TR INC | $2,000 | 0.0% | 343 | 0.0% | 0.00% | 0.0% | |
| MBRX | MOLECULIN BIOTECH INC | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TXT | TEXTRON INC | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| OLN | OLIN CORP | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VEC | VECTRUS INC | $2,000 | +100.0% | 33 | 0.0% | 0.00% | 0.0% | |
| VEDL | Buy | VEDANTA LTDsponsored adr | $1,000 | 0.0% | 142 | +67.1% | 0.00% | 0.0% |
| OPTT | New | OCEAN PWR TECHNOLOGIES INC | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
| FMX | Sell | FOMENTO ECONOMICO MEXICANO Sspon adr units | $1,000 | 0.0% | 7 | -53.3% | 0.00% | 0.0% |
| DDD | 3-D SYS CORP DEL | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MEOH | Buy | METHANEX CORP | $1,000 | – | 19 | +171.4% | 0.00% | – |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $1,000 | -50.0% | 18 | -41.9% | 0.00% | 0.0% |
| MINT | PIMCO ETF TRenhan shrt ma ac | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| EVRG | Buy | EVERGY INC | $2,000 | 0.0% | 35 | +2.9% | 0.00% | 0.0% |
| OKE | ONEOK INC NEW | $2,000 | +100.0% | 20 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TM | TOYOTA MOTOR CORP | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| TMUS | Sell | T MOBILE US INC | $1,000 | -66.7% | 15 | -65.1% | 0.00% | -50.0% |
| PINS | PINTEREST INCcl a | $1,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| OMCL | OMNICELL INC | $2,000 | +100.0% | 19 | 0.0% | 0.00% | 0.0% | |
| DXC | Sell | DXC TECHNOLOGY CO | $1,000 | -66.7% | 20 | -81.0% | 0.00% | -50.0% |
| TUP | TUPPERWARE BRANDS CORP | $1,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BVN | New | COMPANIA DE MINAS BUENAVENTUsponsored adr | $1,000 | – | 73 | +100.0% | 0.00% | – |
| WBC | New | WABCO HLDGS INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| PRSP | PERSPECTA INC | $1,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| SKM | Buy | SK TELECOM LTDsponsored adr | $1,000 | – | 55 | +266.7% | 0.00% | – |
| KEP | Buy | KOREA ELECTRIC PWRsponsored adr | $1,000 | – | 108 | +332.0% | 0.00% | – |
| HSIC | New | HENRY SCHEIN INC | $2,000 | – | 32 | +100.0% | 0.00% | – |
| REZI | RESIDEO TECHNOLOGIES INC | $1,000 | -50.0% | 118 | 0.0% | 0.00% | 0.0% | |
| SCHW | New | THE CHARLES SCHWAB CORPORATI | $1,000 | – | 13 | +100.0% | 0.00% | – |
| UBER | UBER TECHNOLOGIES INC | $1,000 | -50.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CHT | New | CHUNGHWA TELECOM CO LTDspon adr new11 | $1,000 | – | 33 | +100.0% | 0.00% | – |
| WU | WESTERN UN CO | $2,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| ORAN | ORANGEsponsored adr | $1,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
| WIT | Sell | WIPRO LTDspon adr 1 sh | $1,000 | 0.0% | 273 | -18.8% | 0.00% | 0.0% |
| CC | CHEMOURS CO | $1,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| CX | New | CEMEX SAB DE CVspon adr new | $1,000 | – | 150 | +100.0% | 0.00% | – |
| KMI | KINDER MORGAN INC DEL | $2,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% | |
| JD | JD COM INCspon adr cl a | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| UMC | UNITED MICROELECTRONICS CORPspon adr new | $1,000 | 0.0% | 260 | 0.0% | 0.00% | 0.0% | |
| PHI | PLDT INCsponsored adr | $1,000 | -50.0% | 68 | 0.0% | 0.00% | 0.0% | |
| COG | Buy | CABOT OIL & GAS CORP | $2,000 | +100.0% | 116 | +251.5% | 0.00% | 0.0% |
| CMS | CMS ENERGY CORP | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| IYY | ISHARES TRdow jones us etf | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| GIB | New | CGI INCcl a sub vtg | $2,000 | – | 19 | +100.0% | 0.00% | – |
| AAP | New | ADVANCE AUTO PARTS INC | $2,000 | – | 13 | +100.0% | 0.00% | – |
| ZAYO | ZAYO GROUP HLDGS INC | $2,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| BFB | BROWN FORMAN CORPcl b | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| BMYRT | New | BRISTOL MYERS SQUIBB COright 99/99/9999 | $1,000 | – | 495 | +100.0% | 0.00% | – |
| BKI | New | BLACK KNIGHT INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| IBB | New | ISHARES TRnasdaq biotech | $1,000 | – | 10 | +100.0% | 0.00% | – |
| BDX | Sell | BECTON DICKINSON & CO | $2,000 | -50.0% | 8 | -46.7% | 0.00% | -50.0% |
| EEM | ISHARES TRmsci emg mkt etf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SPLV | New | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $2,000 | – | 38 | +100.0% | 0.00% | – |
| AZO | Sell | AUTOZONE INC | $1,000 | -66.7% | 1 | -66.7% | 0.00% | -50.0% |
| BG | Buy | BUNGE LIMITED | $2,000 | +100.0% | 31 | +29.2% | 0.00% | 0.0% |
| SUPN | SUPERNUS PHARMACEUTICALS INC | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| SRDX | Sell | SURMODICS INC | $2,000 | -33.3% | 53 | -3.6% | 0.00% | -50.0% |
| INTU | New | INTUIT | $1,000 | – | 3 | +100.0% | 0.00% | – |
| UHAL | Sell | AMERCO | $1,000 | -50.0% | 2 | -60.0% | 0.00% | 0.0% |
| LNT | ALLIANT ENERGY CORP | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY GROUP LTDord | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| OTLK | OUTLOOK THERAPEUTICS INC | $1,000 | -50.0% | 1,250 | 0.0% | 0.00% | 0.0% | |
| NVT | NVENT ELECTRIC PLC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| INFY | Sell | INFOSYS LTDsponsored adr | $1,000 | 0.0% | 81 | -25.7% | 0.00% | 0.0% |
| PNR | PENTAIR PLC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| APD | Buy | AIR PRODS & CHEMS INC | $2,000 | – | 10 | +900.0% | 0.00% | – |
| IMO | New | IMPERIAL OIL LTD | $2,000 | – | 87 | +100.0% | 0.00% | – |
| HSY | Sell | HERSHEY CO | $2,000 | -66.7% | 14 | -63.2% | 0.00% | -75.0% |
| ASR | New | GRUPO AEROPORTUARIO DEL SUREspon adr ser b | $1,000 | – | 3 | +100.0% | 0.00% | – |
| VIV | Buy | TELEFONICA BRASIL SAsponsored adr | $1,000 | 0.0% | 98 | +157.9% | 0.00% | 0.0% |
| ESLT | ELBIT SYS LTDord | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| AER | AERCAP HOLDINGS NV | $1,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| ASML | ASML HOLDING N V | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| TEF | TELEFONICA S Asponsored adr | $1,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
| BLV | New | VANGUARD BD INDEX FD INClong term bond | $2,000 | – | 15 | +100.0% | 0.00% | – |
| SNPS | Sell | SYNOPSYS INC | $2,000 | 0.0% | 11 | -21.4% | 0.00% | 0.0% |
| TEN | TENNECO INC | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| SIC | SELECT INTERIOR CONCEPTS INCcl a | $1,000 | -50.0% | 150 | 0.0% | 0.00% | 0.0% | |
| OMC | Sell | OMNICOM GROUP INC | $1,000 | -50.0% | 13 | -48.0% | 0.00% | 0.0% |
| GNTX | GENTEX CORP | $2,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% | |
| GE | Sell | GENERAL ELECTRIC CO | $2,000 | -33.3% | 200 | -31.0% | 0.00% | -50.0% |
| GTX | GARRETT MOTION INC | $1,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| QSR | Exit | RESTAURANT BRANDS INTL INC | $0 | – | -3 | -100.0% | 0.00% | – |
| SKYW | Buy | SKYWEST INC | $0 | – | 0 | +100.0% | 0.00% | – |
| PKX | Sell | POSCOsponsored adr | $0 | -100.0% | 5 | -82.1% | 0.00% | -100.0% |
| SONY | SONY CORPsponsored adr | $0 | – | 5 | 0.0% | 0.00% | – | |
| SMTA | SPIRIT MTA REIT | $0 | -100.0% | 536 | 0.0% | 0.00% | -100.0% | |
| OTEX | New | OPEN TEXT CORP | $0 | – | 6 | +100.0% | 0.00% | – |
| SU | SUNCOR ENERGY INC NEW | $0 | – | 9 | 0.0% | 0.00% | – | |
| SPWR | SUNPOWER CORP | $0 | – | 27 | 0.0% | 0.00% | – | |
| SUZ | New | SUZANO SAspon ads | $0 | – | 28 | +100.0% | 0.00% | – |
| NVO | NOVO-NORDISK A Sadr | $0 | – | 5 | 0.0% | 0.00% | – | |
| NOK | Sell | NOKIA CORPsponsored adr | $0 | -100.0% | 13 | -89.4% | 0.00% | -100.0% |
| TPR | TAPESTRY INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| CRDB | Exit | CRAWFORD & COcl b | $0 | – | -20 | -100.0% | 0.00% | – |
| TTM | Sell | TATA MTRS LTDsponsored adr | $0 | – | 22 | -26.7% | 0.00% | – |
| TRP | TC ENERGY CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| TECK | New | TECK RESOURCES LTDcl b | $0 | – | 16 | +100.0% | 0.00% | – |
| TEO | New | TELECOM ARGENTINA S Aspon adr rep b | $0 | – | 27 | +100.0% | 0.00% | – |
| NICE | NICE LTDsponsored adr | $0 | – | 3 | 0.0% | 0.00% | – | |
| NWSA | NEWS CORP NEWcl a | $0 | – | 5 | 0.0% | 0.00% | – | |
| Sell | MICRO FOCUS INTERNATIONAL PLspon adr new | $0 | -100.0% | 19 | -48.6% | 0.00% | -100.0% | |
| TRI | Sell | THOMSON REUTERS CORP | $0 | -100.0% | 4 | -78.9% | 0.00% | -100.0% |
| TSU | New | TIM PARTICIPACOES S Asponsored adr | $0 | – | 16 | +100.0% | 0.00% | – |
| MDRIQ | MCDERMOTT INTL INC | $0 | – | 106 | 0.0% | 0.00% | – | |
| TGS | New | TRANSPORTADORA DE GAS SURsponsored ads b | $0 | – | 41 | +100.0% | 0.00% | – |
| MNKD | MANNKIND CORP | $0 | – | 20 | 0.0% | 0.00% | – | |
| MGA | MAGNA INTL INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| LN | LINE CORPsponsored adr | $0 | – | 8 | 0.0% | 0.00% | – | |
| KGC | KINROSS GOLD CORP | $0 | – | 70 | 0.0% | 0.00% | – | |
| JHX | Sell | JAMES HARDIE INDS PLCsponsored adr | $0 | -100.0% | 19 | -77.1% | 0.00% | -100.0% |
| UNIT | UNITI GROUP INC | $0 | – | 20 | 0.0% | 0.00% | – | |
| SNN | Exit | SMITH & NEPHEW PLCspdn adr new | $0 | – | -6 | -100.0% | 0.00% | – |
| VALE | New | VALE S Asponsored ads | $0 | – | 21 | +100.0% | 0.00% | – |
| GRFS | New | GRIFOLS S Asp adr rep b nvt | $0 | – | 12 | +100.0% | 0.00% | – |
| GFI | New | GOLD FIELDS LTD NEWsponsored adr | $0 | – | 49 | +100.0% | 0.00% | – |
| GIL | New | GILDAN ACTIVEWEAR INC | $0 | – | 9 | +100.0% | 0.00% | – |
| GGB | New | GERDAU S Aspon adr rep pfd | $0 | – | 69 | +100.0% | 0.00% | – |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | 1 | +100.0% | 0.00% | – |
| GMAB | GENMAB A Ssponsored ads | $0 | – | 14 | 0.0% | 0.00% | – | |
| GRX | GABELLI HLTHCARE & WELLNESS | $0 | – | 17 | 0.0% | 0.00% | – | |
| FTRCQ | FRONTIER COMMUNICATIONS CORP | $0 | – | 50 | 0.0% | 0.00% | – | |
| FNV | FRANCO NEVADA CORP | $0 | – | 3 | 0.0% | 0.00% | – | |
| FOX | Sell | FOX CORP | $0 | – | 7 | -12.5% | 0.00% | – |
| FOXA | Sell | FOX CORP | $0 | -100.0% | 7 | -93.2% | 0.00% | -100.0% |
| FLIR | New | FLIR SYS INC | $0 | – | 5 | +100.0% | 0.00% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | 1 | +100.0% | 0.00% | – |
| EXPE | New | EXPEDIA GROUP INC | $0 | – | 3 | +100.0% | 0.00% | – |
| EQNR | EQUINOR ASAsponsored adr | $0 | – | 14 | 0.0% | 0.00% | – | |
| ENIC | New | ENEL CHILE S Asponsored adr | $0 | – | 62 | +100.0% | 0.00% | – |
| ERJ | EMBRAER S Asponsored ads | $0 | – | 15 | 0.0% | 0.00% | – | |
| EC | ECOPETROL S Asponsored ads | $0 | – | 15 | 0.0% | 0.00% | – | |
| VET | New | VERMILION ENERGY INC | $0 | – | 17 | +100.0% | 0.00% | – |
| RDY | New | DR REDDYS LABS LTDadr | $0 | – | 6 | +100.0% | 0.00% | – |
| VRTS | VIRTUS INVT PARTNERS INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| CCU | New | COMPANIA CERVECERIAS UNIDASsponsored adr | $0 | – | 14 | +100.0% | 0.00% | – |
| SID | New | COMPANHIA SIDERURGICA NACIONsponsored adr | $0 | – | 88 | +100.0% | 0.00% | – |
| CBD | New | COMPANHIA BRASILEIRA DE DISTspn adr pfd cl a | $0 | – | 13 | +100.0% | 0.00% | – |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | 4 | 0.0% | 0.00% | – | |
| WPM | WHEATON PRECIOUS METALS CORP | $0 | – | 12 | 0.0% | 0.00% | – | |
| CUK | Buy | CARNIVAL PLCadr | $0 | – | 6 | +20.0% | 0.00% | – |
| CAJ | Sell | CANON INCsponsored adr | $0 | -100.0% | 9 | -74.3% | 0.00% | -100.0% |
| CCJ | CAMECO CORP | $0 | – | 28 | 0.0% | 0.00% | – | |
| CRCQQ | CALIFORNIA RES CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
| YPF | New | YPF SOCIEDAD ANONIMAspon adr cl d | $0 | – | 26 | +100.0% | 0.00% | – |
| ADNT | ADIENT PLC | $0 | – | 8 | 0.0% | 0.00% | – | |
| AMCR | New | AMCOR PLCord | $0 | – | 24 | +100.0% | 0.00% | – |
| BAX | Sell | BAXTER INTL INC | $0 | -100.0% | 3 | -93.8% | 0.00% | -100.0% |
| AZN | ASTRAZENECA PLCsponsored adr | $0 | – | 10 | 0.0% | 0.00% | – | |
| AU | ANGLOGOLD ASHANTI LTDsponsored adr | $0 | – | 14 | 0.0% | 0.00% | – | |
| AIGWS | AMERICAN INTL GROUP INCw exp 01/19/202 | $0 | – | 3 | 0.0% | 0.00% | – | |
| AA | Sell | ALCOA CORP | $0 | – | 11 | -50.0% | 0.00% | – |
| SDRLF | New | SEADRILL LTD | $0 | – | 1 | +100.0% | 0.00% | – |
| AEM | AGNICO EAGLE MINES LTD | $0 | – | 8 | 0.0% | 0.00% | – | |
| QHCCQ | Exit | QUORUM HEALTH CORP | $0 | – | -50 | -100.0% | 0.00% | – |
| ASIX | ADVANSIX INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $0 | – | 3 | 0.0% | 0.00% | – | |
| ASX | ASE TECHNOLOGY HOLDING CO LTsponsored ads | $0 | – | 67 | 0.0% | 0.00% | – | |
| TLK | Exit | P T TELEKOMUNIKASI INDONESIAsponsored adr | $0 | – | -8 | -100.0% | 0.00% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| CRH | Exit | CRH PLCadr | $0 | – | -9 | -100.0% | 0.00% | – |
| FMS | Exit | FRESENIUS MED CARE AG&CO KGAsponsored adr | $0 | – | -7 | -100.0% | 0.00% | – |
| NTR | Exit | NUTRIEN LTD | $0 | – | -5 | -100.0% | 0.00% | – |
| EBR | Exit | CENTRAIS ELETRICAS BRASILEIRsponsored adr | $0 | – | -24 | -100.0% | 0.00% | – |
| PSO | Exit | PEARSON PLCsponsored adr | $0 | – | -27 | -100.0% | 0.00% | – |
| RAD | Exit | RITE AID CORP | $0 | – | -10 | -100.0% | 0.00% | – |
| GOLD | Exit | BARRICK GOLD CORPORATION | $0 | – | -19 | -100.0% | 0.00% | – |
| FCAU | Exit | FIAT CHRYSLER AUTOMOBILES N | $0 | – | -19 | -100.0% | 0.00% | – |
| RELX | Sell | RELX PLCsponsored adr | $0 | -100.0% | 10 | -72.2% | 0.00% | -100.0% |
| RYAM | RAYONIER ADVANCED MATLS INC | $0 | – | 99 | 0.0% | 0.00% | – | |
| DDM | PROSHARES TR | $0 | – | 3 | 0.0% | 0.00% | – | |
| SJR | SHAW COMMUNICATIONS INCcl b conv | $0 | – | 12 | 0.0% | 0.00% | – | |
| PAM | New | PAMPA ENERGIA S Aspons adr lvl i | $0 | – | 18 | +100.0% | 0.00% | – |
| MT | Exit | ARCELORMITTAL SA LUXEMBOURGny registry sh | $0 | – | -73 | -100.0% | -0.00% | – |
| VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -15 | -100.0% | -0.00% | – |
| CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -25 | -100.0% | -0.00% | – |
| AUOTY | Exit | AU OPTRONICS CORPsponsored adr | $0 | – | -459 | -100.0% | -0.00% | – |
| HAS | Exit | HASBRO INC | $0 | – | -17 | -100.0% | -0.00% | – |
| CVET | Exit | COVETRUS INC | $0 | – | -47 | -100.0% | -0.00% | – |
| CTB | Exit | COOPER TIRE & RUBR CO | $0 | – | -21 | -100.0% | -0.00% | – |
| LPL | Exit | LG DISPLAY CO LTDspons adr rep | $0 | – | -334 | -100.0% | -0.00% | – |
| BLL | Exit | BALL CORP | $0 | – | -15 | -100.0% | -0.00% | – |
| CP | Exit | CANADIAN PAC RY LTD | $0 | – | -3 | -100.0% | -0.00% | – |
| SSL | Exit | SASOL LTDsponsored adr | $0 | – | -35 | -100.0% | -0.00% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -8 | -100.0% | -0.00% | – |
| RIG | Exit | TRANSOCEAN LTD | $0 | – | -150 | -100.0% | -0.00% | – |
| DTE | Exit | DTE ENERGY CO | $0 | – | -11 | -100.0% | -0.00% | – |
| FLT | Exit | FLEETCOR TECHNOLOGIES INC | $0 | – | -5 | -100.0% | -0.00% | – |
| HUM | Exit | HUMANA INC | $0 | – | -4 | -100.0% | -0.00% | – |
| CYH | Exit | COMMUNITY HEALTH SYS INC NEW | $0 | – | -200 | -100.0% | -0.00% | – |
| APHA | Exit | APHRIA INC | $0 | – | -480 | -100.0% | -0.00% | – |
| PBA | Exit | PEMBINA PIPELINE CORP | $0 | – | -36 | -100.0% | -0.00% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -13 | -100.0% | -0.00% | – |
| CLR | Exit | CONTINENTAL RESOURCES INC | $0 | – | -19 | -100.0% | -0.00% | – |
| L100PS | Exit | ARCONIC INC | $0 | – | -33 | -100.0% | -0.00% | – |
| JNPR | Exit | JUNIPER NETWORKS INC | $0 | – | -57 | -100.0% | -0.00% | – |
| OI | Exit | OWENS ILL INC | $0 | – | -59 | -100.0% | -0.00% | – |
| BSJJ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -100 | -100.0% | -0.00% | – |
| LTMAQ | Exit | LATAM AIRLS GROUP S Asponsored adr | $0 | – | -111 | -100.0% | -0.00% | – |
| Exit | ORGANIGRAM HLDGS INC | $0 | – | -490 | -100.0% | -0.00% | – | |
| FFIV | Exit | F5 NETWORKS INC | $0 | – | -14 | -100.0% | -0.00% | – |
| TS | Exit | TENARIS S Asponsored ads | $0 | – | -55 | -100.0% | -0.00% | – |
| CVA | Exit | COVANTA HLDG CORP | $0 | – | -49 | -100.0% | -0.00% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -18 | -100.0% | -0.00% | – |
| HQH | Exit | TEKLA HEALTHCARE INVSsh ben int | $0 | – | -100 | -100.0% | -0.00% | – |
| HMC | Exit | HONDA MOTOR LTD | $0 | – | -51 | -100.0% | -0.00% | – |
| E | Exit | ENI S P Asponsored adr | $0 | – | -25 | -100.0% | -0.00% | – |
| CXW | Exit | CORECIVIC INC | $0 | – | -173 | -100.0% | -0.00% | – |
| CHRS | Exit | COHERUS BIOSCIENCES INC | $0 | – | -129 | -100.0% | -0.00% | – |
| SYK | Exit | STRYKER CORP | $0 | – | -16 | -100.0% | -0.00% | – |
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -134 | -100.0% | -0.00% | – |
| CROX | Exit | CROCS INC | $0 | – | -136 | -100.0% | -0.00% | – |
| CPRT | Exit | COPART INC | $0 | – | -40 | -100.0% | -0.00% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -25 | -100.0% | -0.00% | – |
| MDSO | Exit | MEDIDATA SOLUTIONS INC | $0 | – | -39 | -100.0% | -0.00% | – |
| CSGP | Exit | COSTAR GROUP INC | $0 | – | -8 | -100.0% | -0.00% | – |
| COLL | Exit | COLLEGIUM PHARMACEUTICAL INC | $0 | – | -400 | -100.0% | -0.00% | – |
| CHWY | Exit | CHEWY INCcl a | $0 | – | -200 | -100.0% | -0.00% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -159 | -100.0% | -0.00% | – |
| CME | Exit | CME GROUP INC | $0 | – | -30 | -100.0% | -0.00% | – |
| SPEU | Exit | SPDR INDEX SHS FDSportflo eurp etf | $0 | – | -197 | -100.0% | -0.00% | – |
| X | Exit | UNITED STATES STL CORP NEW | $0 | – | -500 | -100.0% | -0.00% | – |
| WBK | Exit | WESTPAC BKG CORPsponsored adr | $0 | – | -460 | -100.0% | -0.01% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -49 | -100.0% | -0.01% | – |
| ET | Exit | ENERGY TRANSFER LP | $0 | – | -2,194 | -100.0% | -0.02% | – |
| FBT | Exit | FIRST TR EXCHANGE TRADED FDny arca biotech | $0 | – | -260 | -100.0% | -0.02% | – |
| MGC | Exit | VANGUARD WORLD FDmega cap index | $0 | – | -455 | -100.0% | -0.03% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -525 | -100.0% | -0.03% | – |
| CBS | Exit | CBS CORP NEWcl b | $0 | – | -1,490 | -100.0% | -0.04% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -573 | -100.0% | -0.04% | – |
| TECD | Exit | TECH DATA CORP | $0 | – | -2,850 | -100.0% | -0.17% | – |
| BBT | Exit | BB&T CORP | $0 | – | -5,761 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-28
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SSGA ACTIVE ETF TR | 20 | Q3 2023 | 12.8% |
| COLGATE PALMOLIVE CO | 20 | Q3 2023 | 6.6% |
| APPLE INC | 20 | Q3 2023 | 5.3% |
| SELECT SECTOR SPDR TR | 20 | Q3 2023 | 4.3% |
| MICROSOFT CORP | 20 | Q3 2023 | 2.5% |
| SELECT SECTOR SPDR TR | 20 | Q3 2023 | 3.7% |
| JOHNSON & JOHNSON | 20 | Q3 2023 | 2.6% |
| Spdr S&P 400 Mid Cap Growth | 20 | Q3 2023 | 2.0% |
| Schw US Brd Mkt Etf | 20 | Q3 2023 | 3.0% |
| Merck & Co Inc New | 20 | Q3 2023 | 2.1% |
View Prestige Wealth Management Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-04-26 |
| 13F-HR/A | 2024-04-26 |
| 13F-HR/A | 2024-04-26 |
| 13F-HR/A | 2024-04-26 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-08 |
View Prestige Wealth Management Group 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.