$646 Million is the total value of KMG FIDUCIARY PARTNERS, LLC's 198 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 13.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $57,861 | +4.1% | 121,304 | -5.9% | 8.95% | -5.3% |
| AAPL | Sell | APPLE INC | $54,058 | +24.2% | 304,432 | -1.0% | 8.36% | +12.9% |
| MSFT | Sell | MICROSOFT CORP | $35,732 | +18.8% | 106,244 | -0.4% | 5.53% | +8.1% |
| AMZN | Buy | AMAZON COM INC | $22,033 | +6.2% | 6,608 | +4.6% | 3.41% | -3.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $21,342 | +8.9% | 7,367 | +0.5% | 3.30% | -1.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $17,154 | -0.7% | 108,327 | +2.6% | 2.65% | -9.7% |
| QCOM | Sell | QUALCOMM INC | $15,138 | +37.9% | 82,783 | -2.8% | 2.34% | +25.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $10,459 | +13.1% | 63,940 | -3.3% | 1.62% | +2.9% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $10,318 | -0.0% | 19,931 | -7.1% | 1.60% | -9.1% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $10,293 | -8.3% | 118,300 | -7.8% | 1.59% | -16.6% |
| AGG | Buy | ISHARES TRcore us aggbd et | $9,692 | +0.1% | 84,958 | +0.8% | 1.50% | -8.9% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $8,704 | -5.5% | 65,680 | -5.1% | 1.35% | -14.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $8,669 | +19.0% | 17,263 | -7.4% | 1.34% | +8.1% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $8,384 | -2.5% | 72,762 | -5.2% | 1.30% | -11.3% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $8,347 | +11.4% | 27,313 | -0.1% | 1.29% | +1.3% |
| CVS | Buy | CVS HEALTH CORP | $8,216 | +33.8% | 79,640 | +10.1% | 1.27% | +21.6% |
| BLK | Sell | BLACKROCK INC | $8,173 | +8.4% | 8,926 | -0.7% | 1.26% | -1.3% |
| KO | Buy | COCA COLA CO | $8,129 | +16.9% | 137,289 | +3.6% | 1.26% | +6.3% |
| AXP | Sell | AMERICAN EXPRESS CO | $7,465 | -8.9% | 45,630 | -6.7% | 1.16% | -17.1% |
| DIS | Buy | DISNEY WALT CO | $7,411 | +9.1% | 47,847 | +19.2% | 1.15% | -0.8% |
| ABBV | Buy | ABBVIE INC | $7,136 | +51.1% | 52,701 | +20.4% | 1.10% | +37.5% |
| MRK | Sell | MERCK & CO INC | $6,767 | -0.3% | 88,294 | -2.3% | 1.05% | -9.4% |
| INTC | Buy | INTEL CORP | $6,739 | +1.8% | 130,849 | +5.3% | 1.04% | -7.5% |
| NVDA | Buy | NVIDIA CORPORATION | $6,648 | +153.7% | 22,604 | +78.8% | 1.03% | +130.7% |
| MCD | Buy | MCDONALDS CORP | $6,611 | +19.2% | 24,662 | +7.2% | 1.02% | +8.4% |
| PEP | Sell | PEPSICO INC | $6,572 | -10.5% | 37,831 | -22.5% | 1.02% | -18.6% |
| FB | Buy | META PLATFORMS INCcl a | $6,352 | +5.4% | 18,885 | +6.3% | 0.98% | -4.2% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $6,301 | +0.6% | 51,489 | -6.9% | 0.98% | -8.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $6,297 | -15.8% | 121,193 | -12.5% | 0.97% | -23.4% |
| VRIG | Buy | INVESCO ACTIVELY MANAGED ETFvar rate invt | $5,569 | +1.9% | 222,234 | +2.1% | 0.86% | -7.3% |
| CRM | Buy | SALESFORCE COM INC | $5,386 | -6.3% | 21,193 | +0.0% | 0.83% | -14.8% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $5,307 | +16.3% | 13,874 | +15.0% | 0.82% | +5.8% |
| CSCO | Buy | CISCO SYS INC | $5,249 | +16.9% | 82,826 | +0.4% | 0.81% | +6.3% |
| WELL | Sell | WELLTOWER INC | $4,970 | +0.3% | 57,950 | -3.7% | 0.77% | -8.8% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $4,938 | +3.9% | 57,373 | +3.7% | 0.76% | -5.6% |
| CVX | Buy | CHEVRON CORP NEW | $4,678 | +30.8% | 39,864 | +13.1% | 0.72% | +18.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $4,680 | +4.3% | 62,706 | +3.8% | 0.72% | -5.1% |
| AMGN | Buy | AMGEN INC | $4,440 | +9.7% | 19,737 | +3.7% | 0.69% | -0.1% |
| EXG | Sell | EATON VANCE TAX-MANAGED GLOB | $4,227 | +1.4% | 396,191 | -5.0% | 0.65% | -7.8% |
| DAL | Buy | DELTA AIR LINES INC DEL | $3,952 | +94.1% | 101,124 | +111.6% | 0.61% | +76.9% |
| SBUX | Sell | STARBUCKS CORP | $3,944 | +0.8% | 33,719 | -4.9% | 0.61% | -8.4% |
| PYPL | Buy | PAYPAL HLDGS INC | $3,928 | +64.8% | 20,830 | +127.5% | 0.61% | +50.1% |
| T | Sell | AT&T INC | $3,895 | -18.2% | 158,352 | -10.2% | 0.60% | -25.6% |
| SNOW | Buy | SNOWFLAKE INCcl a | $3,847 | +31.7% | 11,355 | +17.5% | 0.60% | +19.7% |
| AMAT | Sell | APPLIED MATLS INC | $3,810 | +18.9% | 24,213 | -2.7% | 0.59% | +8.3% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $3,578 | -4.6% | 138,033 | -3.5% | 0.55% | -13.2% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $3,539 | +0.1% | 38,151 | +1.9% | 0.55% | -9.0% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $3,534 | +29.5% | 21,385 | +16.1% | 0.55% | +17.9% |
| GM | Buy | GENERAL MTRS CO | $3,537 | +20.8% | 60,323 | +8.6% | 0.55% | +9.8% |
| MET | Buy | METLIFE INC | $3,485 | +34.6% | 55,774 | +32.9% | 0.54% | +22.2% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $3,462 | -20.7% | 170,389 | -19.9% | 0.54% | -27.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $3,410 | +7.7% | 19,931 | +1.6% | 0.53% | -2.0% |
| MS | Sell | MORGAN STANLEY | $3,285 | -16.5% | 33,464 | -17.3% | 0.51% | -24.2% |
| DRIV | Sell | GLOBAL X FDSautonmous ev etf | $3,243 | +0.6% | 106,216 | -9.6% | 0.50% | -8.4% |
| V | Buy | VISA INC | $3,218 | +7.8% | 14,848 | +10.8% | 0.50% | -2.0% |
| MMM | Buy | 3M CO | $3,157 | +38.6% | 17,775 | +36.9% | 0.49% | +26.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,113 | +18.8% | 23,288 | +23.5% | 0.48% | +8.1% |
| NFLX | Buy | NETFLIX INC | $3,110 | +0.5% | 5,162 | +1.9% | 0.48% | -8.6% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $3,087 | +112.7% | 21,455 | +52.1% | 0.48% | +93.5% |
| SQ | Buy | BLOCK INCcl a | $2,931 | +76.6% | 18,145 | +162.1% | 0.45% | +61.0% |
| LLY | Buy | LILLY ELI & CO | $2,847 | +80.4% | 10,307 | +50.9% | 0.44% | +63.9% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $2,732 | +14.3% | 23,547 | +0.2% | 0.42% | +3.9% |
| HD | Sell | HOME DEPOT INC | $2,633 | +21.2% | 6,344 | -4.1% | 0.41% | +10.0% |
| PFE | Buy | PFIZER INC | $2,604 | +37.6% | 44,095 | +0.2% | 0.40% | +25.2% |
| STWD | Buy | STARWOOD PPTY TR INC | $2,588 | +26.3% | 106,494 | +26.9% | 0.40% | +14.6% |
| LOW | Buy | LOWES COS INC | $2,561 | +73.2% | 9,907 | +35.9% | 0.40% | +57.1% |
| ORCL | Buy | ORACLE CORP | $2,486 | +2.4% | 28,504 | +2.3% | 0.38% | -6.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,393 | +12.1% | 827 | +3.2% | 0.37% | +1.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,380 | +11.4% | 9,856 | +2.4% | 0.37% | +1.1% |
| BX | Buy | BLACKSTONE INC | $2,333 | +13.1% | 18,030 | +1.7% | 0.36% | +2.8% |
| NKE | Sell | NIKE INCcl b | $2,280 | +13.1% | 13,679 | -1.5% | 0.35% | +2.9% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $2,278 | +9.0% | 5,884 | +1.4% | 0.35% | -1.1% |
| PRU | Buy | PRUDENTIAL FINL INC | $2,252 | +5.0% | 20,804 | +2.0% | 0.35% | -4.7% |
| BIIB | Sell | BIOGEN INC | $2,237 | -40.6% | 9,324 | -29.9% | 0.35% | -46.0% |
| CI | Buy | CIGNA CORP NEW | $2,187 | +38.8% | 9,525 | +21.0% | 0.34% | +26.1% |
| CAT | Buy | CATERPILLAR INC | $2,169 | +405.6% | 10,492 | +369.0% | 0.34% | +360.3% |
| TMUS | Buy | T-MOBILE US INC | $2,146 | +12.8% | 18,499 | +24.2% | 0.33% | +2.5% |
| FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $2,094 | +2.1% | 58,895 | -5.9% | 0.32% | -7.2% |
| GD | Buy | GENERAL DYNAMICS CORP | $2,089 | +13.1% | 10,022 | +6.4% | 0.32% | +2.9% |
| COST | Sell | COSTCO WHSL CORP NEW | $2,029 | +24.4% | 3,574 | -1.5% | 0.31% | +12.9% |
| AVGO | Sell | BROADCOM INC | $1,984 | +33.4% | 2,982 | -2.7% | 0.31% | +21.3% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,980 | +7.3% | 18,877 | -0.2% | 0.31% | -2.5% |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,921 | +18.3% | 3,450 | +1.7% | 0.30% | +7.6% |
| BA | Buy | BOEING CO | $1,908 | -6.1% | 9,478 | +2.6% | 0.30% | -14.7% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $1,877 | -6.8% | 37,319 | -6.4% | 0.29% | -15.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,847 | +7.6% | 2,768 | -7.8% | 0.29% | -2.1% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $1,844 | +19.4% | 15,524 | +48.7% | 0.28% | +8.4% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,756 | +27.1% | 8,193 | +8.0% | 0.27% | +15.7% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,715 | -1.5% | 27,513 | -6.5% | 0.26% | -10.5% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,564 | -3.3% | 13,654 | -7.8% | 0.24% | -12.0% |
| ABT | Buy | ABBOTT LABS | $1,552 | +19.2% | 11,028 | +0.1% | 0.24% | +8.1% |
| TWTR | Buy | TWITTER INC | $1,514 | -25.4% | 35,023 | +4.3% | 0.23% | -32.2% |
| SNAP | Buy | SNAP INCcl a | $1,419 | -25.7% | 30,172 | +16.7% | 0.22% | -32.3% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $1,341 | -17.4% | 20,158 | -3.9% | 0.21% | -24.6% |
| TGT | Buy | TARGET CORP | $1,259 | +4.9% | 5,442 | +3.8% | 0.20% | -4.4% |
| UBER | Sell | UBER TECHNOLOGIES INC | $1,253 | -7.5% | 29,876 | -1.2% | 0.19% | -16.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,247 | +9.3% | 4,172 | -0.2% | 0.19% | -0.5% |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,204 | +24.0% | 4,045 | -0.4% | 0.19% | +12.7% |
| TSLA | Buy | TESLA INC | $1,174 | +39.6% | 1,111 | +2.5% | 0.18% | +27.3% |
| ALL | Buy | ALLSTATE CORP | $1,128 | +70.4% | 9,589 | +84.4% | 0.18% | +54.9% |
| HDV | Sell | ISHARES TRcore high dv etf | $1,072 | +5.4% | 10,615 | -1.6% | 0.17% | -4.0% |
| CAH | Buy | CARDINAL HEALTH INC | $1,067 | +363.9% | 20,717 | +345.0% | 0.16% | +323.1% |
| EPS | Buy | WISDOMTREE TRus largecap fund | $1,047 | +11.6% | 20,796 | +2.0% | 0.16% | +1.2% |
| IYH | Buy | ISHARES TRus hlthcare etf | $984 | +10.7% | 3,275 | +1.6% | 0.15% | +0.7% |
| YUM | YUM BRANDS INC | $975 | +13.5% | 7,021 | 0.0% | 0.15% | +3.4% | |
| WMT | Buy | WALMART INC | $978 | +8.5% | 6,762 | +4.6% | 0.15% | -1.3% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $970 | +32.3% | 10,899 | +20.6% | 0.15% | +20.0% |
| TXN | Sell | TEXAS INSTRS INC | $967 | -2.1% | 5,130 | -0.2% | 0.15% | -10.7% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $938 | -0.1% | 24,032 | -3.9% | 0.14% | -9.4% |
| INTU | INTUIT | $937 | +19.2% | 1,457 | 0.0% | 0.14% | +8.2% | |
| MUB | Buy | ISHARES TRnational mun etf | $919 | +26.6% | 7,904 | +26.5% | 0.14% | +14.5% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $901 | +9.5% | 2 | 0.0% | 0.14% | -0.7% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $894 | +112.9% | 2,489 | +489.8% | 0.14% | +94.4% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $878 | +12.7% | 13,296 | +103.6% | 0.14% | +2.3% |
| KRE | Sell | SPDR SER TRs&p regl bkg | $881 | +0.6% | 12,431 | -3.9% | 0.14% | -8.7% |
| IGSB | ISHARES TR | $829 | -1.4% | 15,383 | 0.0% | 0.13% | -10.5% | |
| HON | Sell | HONEYWELL INTL INC | $799 | -3.6% | 3,831 | -1.9% | 0.12% | -12.1% |
| RY | New | ROYAL BK CDA | $786 | – | 7,402 | +100.0% | 0.12% | – |
| CTAS | Buy | CINTAS CORP | $790 | +16.5% | 1,783 | +0.1% | 0.12% | +6.1% |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $756 | +7.2% | 16,530 | +1.2% | 0.12% | -2.5% |
| MKC | MCCORMICK & CO INC | $755 | +19.1% | 7,820 | 0.0% | 0.12% | +8.3% | |
| IP | Buy | INTERNATIONAL PAPER CO | $712 | +21.5% | 15,147 | +44.6% | 0.11% | +10.0% |
| ADI | Buy | ANALOG DEVICES INC | $629 | +5.0% | 3,579 | +0.1% | 0.10% | -4.9% |
| FLTR | Sell | VANECK ETF TRUSTinvestment grd | $630 | -11.1% | 24,926 | -10.7% | 0.10% | -19.8% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $610 | +8.7% | 2,393 | +1.0% | 0.09% | -1.1% |
| XOM | Buy | EXXON MOBIL CORP | $593 | +13.4% | 9,686 | +8.9% | 0.09% | +3.4% |
| IVOL | KRANESHARES TRquadrtc int rt | $593 | -3.7% | 22,100 | 0.0% | 0.09% | -12.4% | |
| SO | Buy | SOUTHERN CO | $587 | +12.2% | 8,554 | +1.3% | 0.09% | +2.2% |
| BAC | Sell | BK OF AMERICA CORP | $569 | -29.5% | 12,794 | -32.7% | 0.09% | -35.8% |
| F | Sell | FORD MTR CO DEL | $568 | +46.4% | 27,338 | -0.1% | 0.09% | +33.3% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $564 | +11.9% | 1,231 | -1.9% | 0.09% | +1.2% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $550 | +12.7% | 3,200 | +0.7% | 0.08% | +2.4% |
| NTAP | Buy | NETAPP INC | $542 | +37.6% | 5,895 | +34.2% | 0.08% | +25.4% |
| DWM | Buy | WISDOMTREE TRintl equity fd | $539 | +4.5% | 9,962 | +2.2% | 0.08% | -5.7% |
| PII | Buy | POLARIS INC | $527 | +52.8% | 4,798 | +66.2% | 0.08% | +39.0% |
| CAG | New | CONAGRA BRANDS INC | $516 | – | 15,114 | +100.0% | 0.08% | – |
| ESGV | VANGUARD WORLD FDesg us stk etf | $519 | +10.0% | 5,900 | 0.0% | 0.08% | 0.0% | |
| SAIA | SAIA INC | $517 | +41.6% | 1,534 | 0.0% | 0.08% | +29.0% | |
| BK | Sell | BANK NEW YORK MELLON CORP | $513 | -76.7% | 8,834 | -79.2% | 0.08% | -78.9% |
| HBI | New | HANESBRANDS INC | $490 | – | 29,297 | +100.0% | 0.08% | – |
| SPBO | SPDR SER TRportfolio crport | $472 | -0.8% | 13,550 | 0.0% | 0.07% | -9.9% | |
| FLRN | Buy | SPDR SER TRbloomberg invt | $468 | -0.2% | 15,308 | +0.0% | 0.07% | -10.0% |
| DGRE | Buy | WISDOMTREE TRem mkts qtly div | $460 | +3.4% | 16,225 | +2.2% | 0.07% | -6.6% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $452 | +1.8% | 12,571 | +3.6% | 0.07% | -7.9% |
| EES | Buy | WISDOMTREE TRus smallcap fund | $445 | +8.8% | 8,658 | +2.2% | 0.07% | -1.4% |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $440 | +0.5% | 7,000 | 0.0% | 0.07% | -9.3% | |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $431 | -2.3% | 5,050 | 0.0% | 0.07% | -10.7% | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $425 | +37.1% | 3,761 | 0.0% | 0.07% | +24.5% | |
| GLD | Sell | SPDR GOLD TR | $421 | +3.2% | 2,462 | -1.0% | 0.06% | -5.8% |
| IWB | New | ISHARES TRrus 1000 etf | $413 | – | 1,560 | +100.0% | 0.06% | – |
| IWR | New | ISHARES TRrus mid cap etf | $400 | – | 4,816 | +100.0% | 0.06% | – |
| MDT | Buy | MEDTRONIC PLC | $403 | -15.5% | 3,894 | +2.4% | 0.06% | -23.5% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $387 | -16.8% | 25,108 | -16.6% | 0.06% | -24.1% |
| AMP | Sell | AMERIPRISE FINL INC | $380 | -5.0% | 1,259 | -17.0% | 0.06% | -13.2% |
| WM | WASTE MGMT INC DEL | $382 | +11.7% | 2,288 | 0.0% | 0.06% | +1.7% | |
| NSA | NATIONAL STORAGE AFFILIATES | $380 | +31.0% | 5,486 | 0.0% | 0.06% | +20.4% | |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $360 | +34.8% | 2,251 | +9.6% | 0.06% | +24.4% |
| SAVE | SPIRIT AIRLS INC | $363 | -15.8% | 16,614 | 0.0% | 0.06% | -23.3% | |
| MDYV | SPDR SER TRs&p 400 mdcp val | $353 | +7.6% | 4,959 | 0.0% | 0.06% | -1.8% | |
| YUMC | YUM CHINA HLDGS INC | $350 | -14.2% | 7,021 | 0.0% | 0.05% | -21.7% | |
| JEPI | Buy | J P MORGAN EXCHANGE-TRADED Fequity premium | $345 | +66.7% | 5,464 | +57.6% | 0.05% | +51.4% |
| PLD | PROLOGIS INC. | $334 | +34.1% | 1,986 | 0.0% | 0.05% | +23.8% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $323 | +13.3% | 1,142 | +5.4% | 0.05% | +4.2% |
| CTLT | CATALENT INC | $325 | -3.8% | 2,538 | 0.0% | 0.05% | -13.8% | |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $325 | +1.2% | 4,001 | +2.6% | 0.05% | -9.1% |
| HCA | HCA HEALTHCARE INC | $324 | +5.9% | 1,262 | 0.0% | 0.05% | -3.8% | |
| ACN | Sell | ACCENTURE PLC IRELAND | $309 | +25.1% | 745 | -3.4% | 0.05% | +14.3% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $301 | -0.3% | 2,964 | +0.2% | 0.05% | -7.8% |
| WFC | Buy | WELLS FARGO CO NEW | $302 | +4.9% | 6,291 | +1.5% | 0.05% | -4.1% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $305 | +26.0% | 1,877 | +16.3% | 0.05% | +14.6% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $298 | +10.8% | 1,117 | +2.5% | 0.05% | 0.0% |
| XBI | Sell | SPDR SER TRs&p biotech | $295 | -11.4% | 2,631 | -0.8% | 0.05% | -19.3% |
| USB | US BANCORP DEL | $291 | -5.5% | 5,189 | 0.0% | 0.04% | -13.5% | |
| XLNX | XILINX INC | $289 | +40.3% | 1,365 | 0.0% | 0.04% | +28.6% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $294 | +8.5% | 2,774 | 0.0% | 0.04% | -2.2% | |
| XLE | SELECT SECTOR SPDR TRenergy | $278 | +6.9% | 5,000 | 0.0% | 0.04% | -2.3% | |
| FITB | FIFTH THIRD BANCORP | $269 | +2.7% | 6,168 | 0.0% | 0.04% | -6.7% | |
| EVN | Buy | EATON VANCE MUNI INCOME TRUSsh ben int | $254 | +15.5% | 18,415 | +15.8% | 0.04% | +5.4% |
| FHN | FIRST HORIZON CORPORATION | $254 | +0.4% | 15,540 | 0.0% | 0.04% | -9.3% | |
| MO | Buy | ALTRIA GROUP INC | $247 | +4.2% | 5,218 | +0.1% | 0.04% | -5.0% |
| MPLX | New | MPLX LP | $242 | – | 8,189 | +100.0% | 0.04% | – |
| Sell | GENERAL ELECTRIC CO | $236 | -34.1% | 2,496 | -28.3% | 0.04% | -39.3% | |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $230 | +7.0% | 4,351 | -1.2% | 0.04% | -2.7% |
| VOO | New | VANGUARD INDEX FDS | $235 | – | 538 | +100.0% | 0.04% | – |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $235 | +13.0% | 2,783 | 0.0% | 0.04% | +2.9% | |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $233 | – | 585 | +100.0% | 0.04% | – |
| D | DOMINION ENERGY INC | $230 | +7.5% | 2,933 | 0.0% | 0.04% | 0.0% | |
| RBLX | New | ROBLOX CORPcl a | $225 | – | 2,185 | +100.0% | 0.04% | – |
| SUSA | ISHARES TRmsci usa esg slc | $223 | +10.9% | 2,100 | 0.0% | 0.04% | +2.9% | |
| ROKU | Sell | ROKU INC | $212 | -28.4% | 927 | -2.0% | 0.03% | -34.0% |
| NEE | New | NEXTERA ENERGY INC | $216 | – | 2,312 | +100.0% | 0.03% | – |
| NEM | New | NEWMONT CORP | $206 | – | 3,316 | +100.0% | 0.03% | – |
| ICSH | Sell | ISHARES TRblackrock ultra | $206 | -26.7% | 4,082 | -26.7% | 0.03% | -33.3% |
| LNT | New | ALLIANT ENERGY CORP | $210 | – | 3,422 | +100.0% | 0.03% | – |
| CLF | Sell | CLEVELAND-CLIFFS INC NEW | $204 | -25.3% | 9,375 | -32.0% | 0.03% | -30.4% |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $205 | – | 833 | +100.0% | 0.03% | – |
| PMX | Buy | PIMCO MUN INCOME FD III | $177 | +27.3% | 13,872 | +24.7% | 0.03% | +12.5% |
| SOFI | Sell | SOFI TECHNOLOGIES INC | $175 | -11.2% | 11,094 | -10.4% | 0.03% | -20.6% |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -4,215 | -100.0% | -0.04% | – |
| STLD | Exit | STEEL DYNAMICS INC | $0 | – | -3,498 | -100.0% | -0.04% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -4,740 | -100.0% | -0.04% | – |
| EVA | Exit | ENVIVA PARTNERS LP | $0 | – | -4,587 | -100.0% | -0.04% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -4,792 | -100.0% | -0.04% | – |
| OGN | Exit | ORGANON & CO | $0 | – | -7,746 | -100.0% | -0.04% | – |
| WYNN | Exit | WYNN RESORTS LTD | $0 | – | -4,077 | -100.0% | -0.06% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -8,156 | -100.0% | -0.06% | – |
| K | Exit | KELLOGG CO | $0 | – | -5,714 | -100.0% | -0.06% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -4,547 | -100.0% | -0.06% | – |
| PFG | Exit | PRINCIPAL FINANCIAL GROUP IN | $0 | – | -6,179 | -100.0% | -0.07% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -1,183 | -100.0% | -0.08% | – |
| DE | Exit | DEERE & CO | $0 | – | -4,789 | -100.0% | -0.27% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -29,294 | -100.0% | -0.30% | – |
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