$89.9 Million is the total value of Joseph P. Lucia & Associates, LLC's 476 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 32.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BAB | Buy | INVESCO EXCHANGE-TRADED FD Ttaxable mun bd | $3,117,000 | +0.5% | 100,865 | +2.9% | 3.47% | +22.8% |
SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $2,903,000 | -2.9% | 50,483 | -4.4% | 3.23% | +18.7% |
RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $2,877,000 | -13.2% | 18,042 | +7.7% | 3.20% | +6.1% |
PFF | Sell | ISHARES TRpfd and incm sec | $2,718,000 | -18.1% | 85,362 | -3.3% | 3.02% | +0.2% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $2,504,000 | -12.4% | 31,153 | -0.1% | 2.78% | +7.0% |
RYF | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $2,379,000 | -27.7% | 75,772 | +7.9% | 2.64% | -11.6% |
RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $2,226,000 | -12.7% | 11,766 | +2.2% | 2.48% | +6.7% |
HACK | Sell | ETF MANAGERS TRprime cybr scrty | $2,199,000 | -14.7% | 61,653 | -0.8% | 2.44% | +4.3% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $2,198,000 | -24.2% | 27,597 | -11.5% | 2.44% | -7.2% |
TSLA | Sell | TESLA INC | $2,115,000 | +24.9% | 4,037 | -0.3% | 2.35% | +52.6% |
RYU | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $2,097,000 | -6.2% | 23,711 | +12.7% | 2.33% | +14.8% |
AAPL | Buy | APPLE INC | $1,938,000 | -6.4% | 7,619 | +8.1% | 2.16% | +14.5% |
RHS | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $1,886,000 | -12.6% | 15,251 | +3.2% | 2.10% | +6.9% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,718,000 | -41.0% | 33,354 | -13.3% | 1.91% | -27.8% |
PFXF | Buy | VANECK VECTORS ETF TRpfd secs ex finl | $1,702,000 | -15.2% | 103,174 | +4.0% | 1.89% | +3.8% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $1,597,000 | +180.7% | 9,680 | +130.4% | 1.78% | +243.5% |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,550,000 | -32.4% | 36,770 | -3.6% | 1.72% | -17.4% |
KIO | Buy | KKR INCOME OPPORTUNITIES FD | $1,512,000 | -27.3% | 141,838 | +7.7% | 1.68% | -11.1% |
XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $1,406,000 | -31.3% | 67,548 | +1.5% | 1.56% | -16.1% |
KRE | Sell | SPDR SER TRs&p regl bkg | $1,326,000 | -50.4% | 40,691 | -11.3% | 1.48% | -39.3% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $1,317,000 | -17.3% | 22,833 | +8.4% | 1.46% | +1.1% |
IHI | Buy | ISHARES TRu.s. med dvc etf | $1,280,000 | -11.0% | 5,678 | +4.4% | 1.42% | +8.8% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,278,000 | -25.4% | 10,084 | -6.5% | 1.42% | -8.8% |
SPLV | Buy | INVESCO EXCHANGE-TRADED FD Ts&p500 low vol | $1,218,000 | +1.4% | 25,952 | +26.1% | 1.35% | +24.0% |
SDOG | Buy | ALPS ETF TRsectr div dogs | $1,172,000 | -31.4% | 37,445 | +2.7% | 1.30% | -16.1% |
SOCL | Sell | GLOBAL X FDSsocial med etf | $1,170,000 | -18.5% | 39,668 | -4.3% | 1.30% | -0.4% |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $1,160,000 | -23.0% | 19,191 | -2.1% | 1.29% | -5.8% |
ITA | Sell | ISHARES TRus aer def etf | $1,159,000 | -39.3% | 8,055 | -6.3% | 1.29% | -25.7% |
DVY | Sell | ISHARES TRselect divid etf | $1,154,000 | -33.1% | 15,686 | -3.9% | 1.28% | -18.2% |
DIV | Sell | GLOBAL X FDSglobx supdv us | $1,075,000 | -45.8% | 83,435 | -0.2% | 1.20% | -33.8% |
VHT | Sell | VANGUARD WORLD FDShealth car etf | $1,033,000 | -25.4% | 6,217 | -13.9% | 1.15% | -8.8% |
AMZN | Buy | AMAZON COM INC | $926,000 | +30.8% | 475 | +24.0% | 1.03% | +59.9% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $881,000 | +11.7% | 12,613 | +48.3% | 0.98% | +36.5% |
DIS | Sell | DISNEY WALT CO | $881,000 | -33.5% | 9,124 | -0.4% | 0.98% | -18.7% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $826,000 | +1.5% | 711 | +16.9% | 0.92% | +24.2% |
IEF | New | ISHARES TRbarclays 7 10 yr | $821,000 | – | 6,759 | +100.0% | 0.91% | – |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $792,000 | -2.8% | 14,291 | +13.3% | 0.88% | +18.9% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $785,000 | -19.4% | 12,811 | +1.0% | 0.87% | -1.5% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $755,000 | +44.4% | 2,929 | +80.4% | 0.84% | +76.5% |
ED | Buy | CONSOLIDATED EDISON INC | $750,000 | -13.6% | 9,609 | +0.1% | 0.83% | +5.7% |
PCY | Buy | INVESCO EXCHANGE-TRADED FD Temrng mkt svrg | $722,000 | +43.5% | 30,184 | +77.5% | 0.80% | +75.7% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $685,000 | -24.6% | 33,091 | -0.2% | 0.76% | -7.7% |
PNQI | Sell | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $643,000 | -14.5% | 5,111 | -3.9% | 0.72% | +4.5% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $620,000 | -40.7% | 5,371 | -14.9% | 0.69% | -27.5% |
SMH | Buy | VANECK VECTORS ETF TRsemiconductor et | $571,000 | +5090.9% | 4,875 | +6400.0% | 0.64% | +6250.0% |
SH | Sell | PROSHARES TRshort s&p 500 ne | $517,000 | -12.7% | 18,675 | -24.3% | 0.58% | +6.9% |
SPLB | Buy | SPDR SER TRportfolio ln cor | $510,000 | +18.6% | 17,913 | +25.4% | 0.57% | +45.0% |
GOOG | ALPHABET INCcap stk cl c | $488,000 | -13.2% | 420 | 0.0% | 0.54% | +6.3% | |
AGG | Buy | ISHARES TRcore us aggbd et | $471,000 | +25.3% | 4,081 | +21.8% | 0.52% | +53.2% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $467,000 | -40.4% | 5,745 | -12.6% | 0.52% | -27.1% |
RGI | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $467,000 | -43.7% | 4,762 | -22.1% | 0.52% | -31.2% |
PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $451,000 | -14.1% | 26,730 | -3.9% | 0.50% | +5.2% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $434,000 | +2.8% | 9,801 | +39.5% | 0.48% | +25.8% |
PYPL | Sell | PAYPAL HLDGS INC | $431,000 | -13.6% | 4,500 | -2.5% | 0.48% | +5.5% |
PMM | Sell | PUTNAM MANAGED MUN INCOME TR | $425,000 | -12.0% | 58,992 | -2.3% | 0.47% | +7.7% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $423,000 | -19.1% | 9,405 | +4.1% | 0.47% | -1.3% |
IAU | Sell | ISHARES GOLD TRUSTishares | $419,000 | -48.5% | 27,781 | -50.5% | 0.47% | -37.0% |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $411,000 | -14.4% | 4,643 | -1.5% | 0.46% | +4.6% |
XAR | SPDR SER TRaerospace def | $397,000 | -30.2% | 5,215 | 0.0% | 0.44% | -14.7% | |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $389,000 | -15.6% | 3,505 | +1.9% | 0.43% | +3.3% |
GLD | Buy | SPDR GOLD TRUST | $368,000 | +76.9% | 2,487 | +70.9% | 0.41% | +116.4% |
FB | Sell | FACEBOOK INCcl a | $354,000 | -21.9% | 2,121 | -3.9% | 0.39% | -4.4% |
NCV | Sell | ALLIANZGI CONV INCOME FD | $336,000 | -36.4% | 89,953 | -2.1% | 0.37% | -22.1% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $327,000 | -36.1% | 3,335 | -18.3% | 0.36% | -21.9% |
HYEM | Buy | VANECK VECTORS ETF TRemerging mkts hi | $322,000 | -13.2% | 16,130 | +3.2% | 0.36% | +6.2% |
PSP | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $316,000 | -36.4% | 38,825 | 0.0% | 0.35% | -22.3% | |
REM | Buy | ISHARES TRmortge rel etf | $302,000 | -56.9% | 16,173 | +2.9% | 0.34% | -47.3% |
ARKK | ARK ETF TRinnovation etf | $298,000 | -12.1% | 6,780 | 0.0% | 0.33% | +7.5% | |
UBER | Buy | UBER TECHNOLOGIES INC | $282,000 | +4.4% | 10,091 | +11.0% | 0.31% | +27.6% |
DHY | CREDIT SUISSE HIGH YLD BND Fsh ben int | $280,000 | -26.9% | 153,160 | 0.0% | 0.31% | -10.6% | |
RCD | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $260,000 | -36.4% | 3,877 | +5.4% | 0.29% | -22.3% |
INKM | Sell | SSGA ACTIVE ETF TR | $259,000 | -21.0% | 9,400 | -1.7% | 0.29% | -3.4% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $244,000 | +5.6% | 1,972 | +9.2% | 0.27% | +29.0% |
RYE | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $238,000 | -62.2% | 11,888 | -9.6% | 0.26% | -53.8% |
XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $236,000 | -29.6% | 4,007 | -2.4% | 0.26% | -14.1% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $233,000 | -16.8% | 2,255 | +0.2% | 0.26% | +1.6% |
EPI | Sell | WISDOMTREE TRindia erngs fd | $227,000 | -49.7% | 14,000 | -22.7% | 0.25% | -38.5% |
SFIX | Buy | STITCH FIX INC | $217,000 | -27.9% | 17,113 | +46.1% | 0.24% | -12.0% |
IBB | Sell | ISHARES TRnasdaq biotech | $215,000 | -22.9% | 1,994 | -14.0% | 0.24% | -5.9% |
SCHF | SCHWAB STRATEGIC TRintl eqty etf | $206,000 | -23.4% | 7,986 | 0.0% | 0.23% | -6.5% | |
IWC | ISHARES TRmicro-cap etf | $199,000 | -32.5% | 2,963 | 0.0% | 0.22% | -17.5% | |
FLWS | Sell | FLWS/1-800 FLOWERScl a | $198,000 | -23.3% | 15,000 | -15.7% | 0.22% | -6.4% |
MSFT | Buy | MICROSOFT CORP | $197,000 | +45.9% | 1,247 | +45.7% | 0.22% | +78.0% |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $190,000 | -13.6% | 3,491 | 0.0% | 0.21% | +5.5% | |
FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $188,000 | -72.3% | 1,517 | -68.9% | 0.21% | -66.1% |
NYF | ISHARES TRnew york mun etf | $187,000 | -1.1% | 3,306 | 0.0% | 0.21% | +20.9% | |
VALQ | Buy | AMERICAN CENTY ETF TRstoxx us qualt | $182,000 | -19.8% | 5,795 | +10.3% | 0.20% | -1.9% |
EWRE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $178,000 | -16.4% | 7,767 | +14.7% | 0.20% | +2.1% |
IHF | ISHARES TRus hlthcr pr etf | $176,000 | -17.0% | 1,055 | 0.0% | 0.20% | +1.6% | |
HYG | Sell | ISHARES TRiboxx hi yd etf | $152,000 | -16.5% | 1,974 | -4.7% | 0.17% | +1.8% |
HD | Sell | HOME DEPOT INC | $151,000 | -32.9% | 807 | -21.8% | 0.17% | -18.0% |
DES | Sell | WISDOMTREE TRus smallcap divd | $148,000 | -42.4% | 8,225 | -8.4% | 0.16% | -29.5% |
T | Buy | AT&T INC | $146,000 | -17.5% | 5,012 | +10.6% | 0.16% | +0.6% |
NBTB | NBT BANCORP INC | $146,000 | -20.2% | 4,500 | 0.0% | 0.16% | -2.4% | |
WIFI | New | BOINGO WIRELESS INC | $146,000 | – | 13,800 | +100.0% | 0.16% | – |
XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $145,000 | -34.4% | 3,227 | -10.1% | 0.16% | -19.9% |
QYLD | GLOBAL X FDSnasdaq 100 cover | $142,000 | -18.4% | 7,364 | 0.0% | 0.16% | 0.0% | |
YNDX | Buy | YANDEX N V | $131,000 | -14.9% | 3,850 | +8.5% | 0.15% | +4.3% |
SYLD | Sell | CAMBRIA ETF TR | $130,000 | -43.7% | 5,155 | -9.9% | 0.14% | -31.0% |
VFH | VANGUARD WORLD FDSfinancials etf | $130,000 | -33.7% | 2,570 | 0.0% | 0.14% | -18.5% | |
XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $128,000 | -21.5% | 4,128 | -2.3% | 0.14% | -4.1% |
PEY | Sell | INVESCO EXCHANGE TRADED FD Thig yld eq div | $127,000 | -36.2% | 9,815 | -6.6% | 0.14% | -22.1% |
VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $126,000 | +168.1% | 2,320 | +162.1% | 0.14% | +225.6% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $122,000 | -27.8% | 780 | -15.9% | 0.14% | -11.7% |
PLW | INVESCO EXCHANGE-TRADED FD T1 30 lader tre | $121,000 | +14.2% | 3,062 | 0.0% | 0.14% | +40.6% | |
DON | Sell | WISDOMTREE TRus midcap divid | $118,000 | -45.9% | 4,880 | -14.8% | 0.13% | -33.8% |
BLV | VANGUARD BD INDEX FDSlong term bond | $116,000 | +6.4% | 1,085 | 0.0% | 0.13% | +30.3% | |
NVDA | NVIDIA CORP | $114,000 | +11.8% | 433 | 0.0% | 0.13% | +36.6% | |
SMOG | Buy | VANECK VECTORS ETF TRlow carbn energy | $114,000 | +5600.0% | 1,885 | +7440.0% | 0.13% | +6250.0% |
AOD | Buy | ABERDEEN TOTAL DYNAMIC DIVD | $112,000 | -21.7% | 17,000 | +6.2% | 0.12% | -3.8% |
CVY | Sell | INVESCO EXCHANGE TRADED FD Tzacks mult ast | $112,000 | -42.3% | 8,070 | -2.4% | 0.12% | -29.0% |
DGT | SPDR SER TRglb dow etf | $112,000 | -24.3% | 1,652 | 0.0% | 0.12% | -7.4% | |
MAIN | Buy | MAIN STR CAP CORP | $112,000 | -40.4% | 5,460 | +25.2% | 0.12% | -26.9% |
TWM | PROSHARES TRultsht russ2000 | $107,000 | +55.1% | 5,500 | 0.0% | 0.12% | +88.9% | |
ORCL | Buy | ORACLE CORP | $106,000 | +11.6% | 2,195 | +21.9% | 0.12% | +37.2% |
IJS | Sell | ISHARES TRsp smcp600vl etf | $101,000 | -39.2% | 1,007 | -2.4% | 0.11% | -25.8% |
SJNK | Sell | SPDR SER TRbloomberg srt tr | $101,000 | -21.7% | 4,273 | -10.5% | 0.11% | -4.3% |
MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $101,000 | -31.3% | 8,868 | +3.5% | 0.11% | -16.4% |
TIP | Sell | ISHARES TRtips bd etf | $100,000 | -10.7% | 844 | -12.0% | 0.11% | +8.8% |
PKB | Sell | INVESCO EXCHANGE TRADED FD Tdynmc bldg con | $100,000 | -53.7% | 4,552 | -30.0% | 0.11% | -43.4% |
JPM | Buy | JPMORGAN CHASE & CO | $100,000 | -32.9% | 1,107 | +3.4% | 0.11% | -17.8% |
BIV | VANGUARD BD INDEX FDSintermed term | $97,000 | +2.1% | 1,085 | 0.0% | 0.11% | +25.6% | |
EMB | Buy | ISHARES TRjpmorgan usd emg | $94,000 | +23.7% | 972 | +47.3% | 0.10% | +52.2% |
JNK | SPDR SER TRbloomberg brclys | $94,000 | -13.0% | 989 | 0.0% | 0.10% | +7.1% | |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $93,000 | -36.3% | 1,000 | -20.0% | 0.10% | -22.6% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $93,000 | -13.1% | 1,725 | -0.5% | 0.10% | +6.2% |
DTH | WISDOMTREE TRitl high div fd | $93,000 | -30.1% | 3,160 | 0.0% | 0.10% | -14.9% | |
IMCV | ISHARES TRmrgstr md cp val | $91,000 | -36.4% | 850 | 0.0% | 0.10% | -22.3% | |
DIM | WISDOMTREE TRintl midcap dv | $90,000 | -28.6% | 1,913 | 0.0% | 0.10% | -13.0% | |
V | Buy | VISA INC | $90,000 | -5.3% | 559 | +11.1% | 0.10% | +16.3% |
UTG | Buy | REAVES UTIL INCOME FD | $89,000 | -22.6% | 3,093 | +0.1% | 0.10% | -5.7% |
CSCO | Buy | CISCO SYS INC | $88,000 | +51.7% | 2,239 | +83.7% | 0.10% | +84.9% |
BXMT | BLACKSTONE MTG TR INC | $83,000 | -49.7% | 4,435 | 0.0% | 0.09% | -38.7% | |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $83,000 | 0.0% | 456 | +24.6% | 0.09% | +22.7% |
GE | Buy | GENERAL ELECTRIC CO | $80,000 | +33.3% | 10,061 | +88.1% | 0.09% | +61.8% |
BAC | Buy | BK OF AMERICA CORP | $79,000 | -39.7% | 3,741 | +0.7% | 0.09% | -26.1% |
EHTH | EHEALTH INC | $76,000 | +46.2% | 540 | 0.0% | 0.08% | +80.9% | |
EZU | Sell | ISHARES INCmsci eurzone etf | $75,000 | -65.0% | 2,453 | -51.9% | 0.08% | -57.4% |
XHE | Buy | SPDR SER TRhlth cr equip | $75,000 | -5.1% | 1,045 | +12.6% | 0.08% | +15.3% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $74,000 | +72.1% | 380 | +85.4% | 0.08% | +110.3% |
RMRM | RMR REAL ESTATE INCOME FD | $74,000 | -49.7% | 7,277 | 0.0% | 0.08% | -38.8% | |
PGX | INVESCO EXCHANGE-TRADED FD Tpfd etf | $72,000 | -13.3% | 5,505 | 0.0% | 0.08% | +6.7% | |
MGC | Sell | VANGUARD WORLD FDmega cap index | $71,000 | -18.4% | 777 | -0.6% | 0.08% | 0.0% |
WSM | Buy | WILLIAMS SONOMA INC | $68,000 | -28.4% | 1,600 | +23.1% | 0.08% | -11.6% |
WORK | New | SLACK TECHNOLOGIES INC | $67,000 | – | 2,485 | +100.0% | 0.08% | – |
ADRE | INVESCO BLDRS INDEX FDS TRemgring mkts50 | $66,000 | -25.0% | 1,985 | 0.0% | 0.07% | -8.8% | |
DDM | New | PROSHARES TR | $66,000 | – | 2,225 | +100.0% | 0.07% | – |
ITB | Sell | ISHARES TRus home cons etf | $64,000 | -37.9% | 2,215 | -4.9% | 0.07% | -24.5% |
SSO | New | PROSHARES TR | $63,000 | – | 705 | +100.0% | 0.07% | – |
SOXL | Buy | DIREXION SHS ETF TRdly scond 3xbu | $63,000 | +43.2% | 660 | +315.1% | 0.07% | +75.0% |
C | Buy | CITIGROUP INC | $62,000 | -47.0% | 1,477 | +1.0% | 0.07% | -34.9% |
GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $61,000 | +5.2% | 2,639 | +32.5% | 0.07% | +28.3% |
BA | Buy | BOEING CO | $58,000 | -7.9% | 388 | +101.0% | 0.06% | +12.3% |
ZG | Buy | ZILLOW GROUP INCcl a | $51,000 | +24.4% | 1,500 | +66.7% | 0.06% | +54.1% |
GSP | BARCLAYS BANK PLCipspgs ttl etn | $51,000 | -51.9% | 6,804 | 0.0% | 0.06% | -40.6% | |
FDIS | FIDELITY COVINGTON TRmsci consm dis | $50,000 | -21.9% | 1,320 | 0.0% | 0.06% | -3.4% | |
BFZ | BLACKROCK CALIF MUN INCOME Tsh ben int | $49,000 | -5.8% | 3,850 | 0.0% | 0.05% | +14.9% | |
JNJ | Buy | JOHNSON & JOHNSON | $49,000 | +36.1% | 374 | +50.8% | 0.05% | +63.6% |
CAT | Buy | CATERPILLAR INC DEL | $48,000 | -21.3% | 415 | +0.2% | 0.05% | -3.6% |
IWF | ISHARES TRrus 1000 grw etf | $47,000 | -14.5% | 314 | 0.0% | 0.05% | +4.0% | |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $46,000 | -37.0% | 242 | -29.9% | 0.05% | -22.7% |
VTV | VANGUARD INDEX FDSvalue etf | $45,000 | -26.2% | 510 | 0.0% | 0.05% | -9.1% | |
VV | VANGUARD INDEX FDSlarge cap etf | $45,000 | -21.1% | 384 | 0.0% | 0.05% | -3.8% | |
DEF | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $43,000 | -18.9% | 950 | 0.0% | 0.05% | 0.0% | |
STM | Buy | STMICROELECTRONICS N Vny registry | $43,000 | -6.5% | 2,000 | +17.6% | 0.05% | +14.3% |
PBE | Sell | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $43,000 | -40.3% | 919 | -29.2% | 0.05% | -26.2% |
MA | Buy | MASTERCARD INCcl a | $42,000 | +40.0% | 175 | +75.0% | 0.05% | +74.1% |
SQ | Sell | SQUARE INCcl a | $42,000 | -44.0% | 800 | -33.3% | 0.05% | -30.9% |
SPTL | SPDR SER TRportfolio ln tsr | $42,000 | +23.5% | 880 | 0.0% | 0.05% | +51.6% | |
MNP | WESTERN ASSET MUN PARTNERS F | $41,000 | -10.9% | 3,000 | 0.0% | 0.05% | +9.5% | |
LIT | Sell | GLOBAL X FDSlithium btry etf | $41,000 | -26.8% | 1,900 | -7.9% | 0.05% | -9.8% |
MUB | ISHARES TRnational mun etf | $41,000 | 0.0% | 360 | 0.0% | 0.05% | +24.3% | |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $40,000 | -57.0% | 1,390 | -10.0% | 0.04% | -48.2% |
GILD | Buy | GILEAD SCIENCES INC | $40,000 | +37.9% | 537 | +18.8% | 0.04% | +69.2% |
XOM | Buy | EXXON MOBIL CORP | $39,000 | -33.9% | 1,029 | +22.1% | 0.04% | -20.4% |
BLW | Buy | BLACKROCK LTD DURATION INC T | $39,000 | -22.0% | 3,086 | +0.5% | 0.04% | -4.4% |
MHD | BLACKROCK MUNIHOLDINGS FD IN | $39,000 | -7.1% | 2,500 | 0.0% | 0.04% | +13.2% | |
TQQQ | New | PROSHARES TRultrapro qqq | $38,000 | – | 800 | +100.0% | 0.04% | – |
RWJ | INVESCO EXCHANGE-TRADED FD Ts&p smallcap 600 | $38,000 | -38.7% | 905 | 0.0% | 0.04% | -25.0% | |
LQDH | ISHARES U S ETF TRint rt hdg c b | $38,000 | -13.6% | 455 | 0.0% | 0.04% | +5.0% | |
EHI | WESTERN ASSET GLOBAL HIGH IN | $38,000 | -25.5% | 5,095 | 0.0% | 0.04% | -8.7% | |
SCHH | SCHWAB STRATEGIC TRus reit etf | $37,000 | -28.8% | 1,130 | 0.0% | 0.04% | -12.8% | |
DBEU | Sell | DBX ETF TRxtrack msci eurp | $36,000 | -55.0% | 1,500 | -41.9% | 0.04% | -45.2% |
FCAL | Buy | FIRST TR EXCH TRADED FD IIIcalif mun incm | $36,000 | +125.0% | 700 | +133.3% | 0.04% | +166.7% |
IPO | Sell | RENAISSANCE CAP GREENWICH FDipo etf | $36,000 | -50.7% | 1,360 | -42.2% | 0.04% | -39.4% |
TAN | New | INVESCO EXCHANGE-TRADED FD Tsolar etf | $35,000 | – | 1,400 | +100.0% | 0.04% | – |
XTN | Sell | SPDR SER TRs&p transn etf | $34,000 | -38.2% | 785 | -8.7% | 0.04% | -24.0% |
IYH | ISHARES TRus hlthcare etf | $33,000 | -13.2% | 175 | 0.0% | 0.04% | +5.7% | |
CHY | CALAMOS CONV & HIGH INCOME F | $32,000 | -23.8% | 3,675 | 0.0% | 0.04% | -5.3% | |
ABBV | ABBVIE INC | $31,000 | -13.9% | 409 | 0.0% | 0.03% | +3.0% | |
VNM | VANECK VECTORS ETF TRvietnam etf | $31,000 | -35.4% | 3,000 | 0.0% | 0.03% | -22.7% | |
MRK | Sell | MERCK & CO. INC | $31,000 | -20.5% | 401 | -5.9% | 0.03% | -2.9% |
BSV | VANGUARD BD INDEX FDSshort trm bond | $31,000 | 0.0% | 379 | 0.0% | 0.03% | +21.4% | |
MDIV | FIRST TR EXCHANGE-TRADED FDmulti asset di | $31,000 | -38.0% | 2,650 | 0.0% | 0.03% | -24.4% | |
CBOE | Sell | CBOE GLOBAL MARKETS INC | $31,000 | -42.6% | 350 | -22.2% | 0.03% | -30.6% |
GYLD | Sell | ARROW ETF TRarrow dj glb yld | $31,000 | -44.6% | 3,265 | -5.8% | 0.03% | -33.3% |
FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $30,000 | -18.9% | 1,171 | 0.0% | 0.03% | -2.9% | |
PEJ | Sell | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $30,000 | -72.2% | 1,232 | -48.3% | 0.03% | -66.3% |
REGN | REGENERON PHARMACEUTICALS | $30,000 | +30.4% | 61 | 0.0% | 0.03% | +57.1% | |
INTC | INTEL CORP | $30,000 | -9.1% | 558 | 0.0% | 0.03% | +10.0% | |
PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $30,000 | -18.9% | 949 | 0.0% | 0.03% | -2.9% | |
GOOD | GLADSTONE COMMERCIAL CORP | $29,000 | -34.1% | 2,000 | 0.0% | 0.03% | -20.0% | |
MYGN | New | MYRIAD GENETICS INC | $29,000 | – | 2,000 | +100.0% | 0.03% | – |
MAR | Buy | MARRIOTT INTL INC NEWcl a | $28,000 | +86.7% | 380 | +280.0% | 0.03% | +121.4% |
IWD | ISHARES TRrus 1000 val etf | $28,000 | -26.3% | 278 | 0.0% | 0.03% | -11.4% | |
PRU | Sell | PRUDENTIAL FINL INC | $28,000 | -59.4% | 528 | -28.5% | 0.03% | -50.8% |
IYF | ISHARES TRu.s. finls etf | $28,000 | -28.2% | 285 | 0.0% | 0.03% | -11.4% | |
FXA | INVESCO CURRENCYSHARES AUSTRaustralian dol | $27,000 | -12.9% | 440 | 0.0% | 0.03% | +7.1% | |
XAIR | New | BEYOND AIR INC | $27,000 | – | 3,366 | +100.0% | 0.03% | – |
WMT | Buy | WALMART INC | $26,000 | +62.5% | 230 | +75.6% | 0.03% | +93.3% |
PFE | Buy | PFIZER INC | $26,000 | 0.0% | 795 | +21.6% | 0.03% | +20.8% |
IGSB | ISHARES TRsh tr crport etf | $25,000 | -3.8% | 485 | 0.0% | 0.03% | +16.7% | |
ICSH | ISHARES TRultr sh trm bd | $25,000 | 0.0% | 500 | 0.0% | 0.03% | +21.7% | |
FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $25,000 | -13.8% | 340 | 0.0% | 0.03% | +7.7% | |
CMF | ISHARES TRcalif mun bd etf | $24,000 | 0.0% | 400 | 0.0% | 0.03% | +22.7% | |
HDV | ISHARES TRcore high dv etf | $23,000 | -28.1% | 328 | 0.0% | 0.03% | -10.3% | |
FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $23,000 | -39.5% | 725 | -18.6% | 0.03% | -25.7% |
IWV | ISHARES TRrussell 3000 etf | $23,000 | -20.7% | 155 | 0.0% | 0.03% | 0.0% | |
CODI | COMPASS DIVERSIFIED HOLDINGSsh ben int | $23,000 | -46.5% | 1,725 | 0.0% | 0.03% | -33.3% | |
DTD | WISDOMTREE TRus total dividnd | $22,000 | -24.1% | 275 | 0.0% | 0.02% | -7.7% | |
KMI | KINDER MORGAN INC DEL | $22,000 | -33.3% | 1,550 | 0.0% | 0.02% | -20.0% | |
NLY | Sell | ANNALY CAPITAL MANAGEMENT IN | $21,000 | -79.6% | 4,150 | -62.0% | 0.02% | -75.5% |
KO | Buy | COCA COLA CO | $21,000 | +90.9% | 475 | +137.5% | 0.02% | +130.0% |
KEY | KEYCORP | $20,000 | -48.7% | 1,940 | 0.0% | 0.02% | -37.1% | |
TAXF | AMERICAN CENTY ETF TRdiversified mu | $20,000 | 0.0% | 380 | 0.0% | 0.02% | +22.2% | |
IVV | ISHARES TRcore s&p500 etf | $19,000 | -20.8% | 73 | 0.0% | 0.02% | -4.5% | |
CVX | CHEVRON CORP NEW | $19,000 | -40.6% | 264 | 0.0% | 0.02% | -27.6% | |
SO | New | SOUTHERN CO | $19,000 | – | 350 | +100.0% | 0.02% | – |
PFFD | New | GLOBAL X FDSus pfd etf | $19,000 | – | 852 | +100.0% | 0.02% | – |
NKE | Buy | NIKE INCcl b | $19,000 | +533.3% | 229 | +816.0% | 0.02% | +600.0% |
NVO | New | NOVO-NORDISK A Sadr | $19,000 | – | 310 | +100.0% | 0.02% | – |
SDY | SPDR SER TRs&p divid etf | $18,000 | -25.0% | 225 | 0.0% | 0.02% | -9.1% | |
GS | GOLDMAN SACHS GROUP INC | $18,000 | -30.8% | 114 | 0.0% | 0.02% | -16.7% | |
IUSV | ISHARES TRcore s&p us vlu | $18,000 | -28.0% | 390 | 0.0% | 0.02% | -13.0% | |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $17,000 | -19.0% | 305 | -5.3% | 0.02% | 0.0% |
SCHW | SCHWAB CHARLES CORP | $17,000 | -29.2% | 494 | 0.0% | 0.02% | -13.6% | |
XSD | SPDR SER TRs&p semicndctr | $17,000 | -19.0% | 200 | 0.0% | 0.02% | 0.0% | |
FSTA | FIDELITY COVINGTON TRconsmr staples | $17,000 | -10.5% | 515 | 0.0% | 0.02% | +11.8% | |
NFLX | NETFLIX INC | $17,000 | +21.4% | 44 | 0.0% | 0.02% | +46.2% | |
MCD | Buy | MCDONALDS CORP | $16,000 | +77.8% | 97 | +106.4% | 0.02% | +125.0% |
PSK | SPDR SER TRwells fg pfd etf | $16,000 | -15.8% | 421 | 0.0% | 0.02% | +5.9% | |
FE | FIRSTENERGY CORP | $16,000 | -15.8% | 400 | 0.0% | 0.02% | +5.9% | |
KKR | KKR & CO INCcl a | $16,000 | 0.0% | 605 | 0.0% | 0.02% | +20.0% | |
AGNC | Sell | AGNC INVT CORP | $16,000 | -68.6% | 1,559 | -46.1% | 0.02% | -60.9% |
INO | Buy | INOVIO PHARMACEUTICALS INC | $16,000 | +128.6% | 2,145 | +5.9% | 0.02% | +200.0% |
CLUBQ | Buy | TOWN SPORTS INTL HLDGS INC | $16,000 | +700.0% | 32,209 | +3290.4% | 0.02% | +800.0% |
OPI | OFFICE PPTYS INCOME TR | $16,000 | -15.8% | 578 | 0.0% | 0.02% | +5.9% | |
F | Buy | FORD MTR CO DEL | $15,000 | -31.8% | 3,200 | +36.9% | 0.02% | -15.0% |
GRPN | Sell | GROUPON INC | $15,000 | -64.3% | 14,896 | -14.5% | 0.02% | -55.3% |
AMGN | AMGEN INC | $15,000 | -16.7% | 75 | 0.0% | 0.02% | +6.2% | |
BIIB | New | BIOGEN INC | $15,000 | – | 46 | +100.0% | 0.02% | – |
ROKU | ROKU INC | $15,000 | -34.8% | 175 | 0.0% | 0.02% | -19.0% | |
PM | PHILIP MORRIS INTL INC | $15,000 | -11.8% | 200 | 0.0% | 0.02% | +13.3% | |
EFA | ISHARES TRmsci eafe etf | $14,000 | -26.3% | 267 | 0.0% | 0.02% | -5.9% | |
LYV | New | LIVE NATION ENTERTAINMENT IN | $14,000 | – | 310 | +100.0% | 0.02% | – |
SHY | New | ISHARES TR1 3 yr treas bd | $14,000 | – | 156 | +100.0% | 0.02% | – |
EYE | NATIONAL VISION HLDGS INC | $14,000 | -39.1% | 700 | 0.0% | 0.02% | -23.8% | |
ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $14,000 | -22.2% | 430 | 0.0% | 0.02% | 0.0% | |
STZ | CONSTELLATION BRANDS INCcl a | $14,000 | -26.3% | 100 | 0.0% | 0.02% | -5.9% | |
IWS | ISHARES TRrus mdcp val etf | $14,000 | -33.3% | 221 | 0.0% | 0.02% | -15.8% | |
IIPR | INNOVATIVE INDL PPTYS INC | $13,000 | 0.0% | 170 | 0.0% | 0.01% | +16.7% | |
GLW | CORNING INC | $13,000 | -31.6% | 648 | 0.0% | 0.01% | -17.6% | |
RTN | RAYTHEON CO | $13,000 | -40.9% | 100 | 0.0% | 0.01% | -30.0% | |
AMRN | Sell | AMARIN CORP PLCspons adr new | $13,000 | -85.1% | 3,145 | -22.9% | 0.01% | -82.3% |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $13,000 | -27.8% | 300 | 0.0% | 0.01% | -12.5% | |
MYN | BLACKROCK MUNIYIELD NY QLTY | $12,000 | -7.7% | 1,000 | 0.0% | 0.01% | +8.3% | |
SIRI | Buy | SIRIUS XM HLDGS INC | $12,000 | -25.0% | 2,351 | +2.2% | 0.01% | -13.3% |
IWM | ISHARES TRrussell 2000 etf | $12,000 | -33.3% | 109 | 0.0% | 0.01% | -18.8% | |
WPC | WP CAREY INC | $12,000 | -25.0% | 200 | 0.0% | 0.01% | -13.3% | |
DMLP | Sell | DORCHESTER MINERALS LP | $12,000 | -57.1% | 1,240 | -13.9% | 0.01% | -48.0% |
BBL | BHP GROUP PLCsponsored adr | $12,000 | -36.8% | 400 | 0.0% | 0.01% | -23.5% | |
KBWD | Buy | INVESCO EXCHANGE-TRADED FD Tkbw hig dv yld | $12,000 | -50.0% | 1,080 | +0.8% | 0.01% | -40.9% |
ETV | EATON VANCE TX MNG BY WRT OP | $12,000 | -20.0% | 1,000 | 0.0% | 0.01% | -7.1% | |
MMM | New | 3M CO | $12,000 | – | 85 | +100.0% | 0.01% | – |
ETR | ENTERGY CORP NEW | $12,000 | 0.0% | 145 | 0.0% | 0.01% | +18.2% | |
HPS | HANCOCK JOHN PFD INCOME FD I | $12,000 | -25.0% | 850 | 0.0% | 0.01% | -13.3% | |
VYM | VANGUARD WHITEHALL FDShigh div yld | $12,000 | -25.0% | 170 | 0.0% | 0.01% | -13.3% | |
JPS | NUVEEN PFD & INCM SECURTIES | $11,000 | -26.7% | 1,500 | 0.0% | 0.01% | -14.3% | |
BIDU | BAIDU INCspon adr rep a | $11,000 | -21.4% | 112 | 0.0% | 0.01% | -7.7% | |
CLM | CORNERSTONE STRATEGIC VALUE | $11,000 | -26.7% | 1,347 | 0.0% | 0.01% | -14.3% | |
PFD | FLAHERTY & CRUMRIN PFD & INM | $11,000 | -21.4% | 900 | 0.0% | 0.01% | -7.7% | |
HPF | HANCOCK JOHN PFD INCOME FD I | $11,000 | -31.2% | 721 | 0.0% | 0.01% | -20.0% | |
PG | New | PROCTER & GAMBLE CO | $11,000 | – | 100 | +100.0% | 0.01% | – |
MNKD | Buy | MANNKIND CORP | $10,000 | -16.7% | 10,009 | +11.1% | 0.01% | 0.0% |
DGX | QUEST DIAGNOSTICS INC | $10,000 | -28.6% | 130 | 0.0% | 0.01% | -15.4% | |
SBUX | New | STARBUCKS CORP | $10,000 | – | 145 | +100.0% | 0.01% | – |
MOO | New | VANECK VECTORS ETF TRagribusiness etf | $10,000 | – | 200 | +100.0% | 0.01% | – |
SPFF | GLOBAL X FDSglbx suprinc etf | $10,000 | -16.7% | 1,020 | 0.0% | 0.01% | 0.0% | |
CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $10,000 | – | 225 | +100.0% | 0.01% | – |
IXC | ISHARES TRglobal energ etf | $9,000 | -43.8% | 525 | 0.0% | 0.01% | -33.3% | |
AXP | AMERICAN EXPRESS CO | $9,000 | -30.8% | 107 | 0.0% | 0.01% | -16.7% | |
HST | New | HOST HOTELS & RESORTS INC | $9,000 | – | 800 | +100.0% | 0.01% | – |
QLD | New | PROSHARES TR | $9,000 | – | 100 | +100.0% | 0.01% | – |
EEM | ISHARES TRmsci emg mkt etf | $9,000 | -18.2% | 250 | 0.0% | 0.01% | 0.0% | |
DPG | DUFF & PHELPS UTLITY AND INF | $9,000 | -40.0% | 1,000 | 0.0% | 0.01% | -28.6% | |
KBE | SPDR SER TRs&p bk etf | $9,000 | -47.1% | 350 | 0.0% | 0.01% | -33.3% | |
FUTY | New | FIDELITY COVINGTON TRmsci utils index | $9,000 | – | 252 | +100.0% | 0.01% | – |
TCRD | THL CREDIT INC | $8,000 | -57.9% | 2,975 | 0.0% | 0.01% | -47.1% | |
QGRO | AMERICAN CENTY ETF TRstoxx us qlty | $8,000 | -11.1% | 208 | 0.0% | 0.01% | +12.5% | |
AMP | AMERIPRISE FINL INC | $8,000 | -33.3% | 75 | 0.0% | 0.01% | -18.2% | |
CRF | New | CORNERSTONE TOTAL RETURN FD | $8,000 | – | 1,000 | +100.0% | 0.01% | – |
DUK | DUKE ENERGY CORP NEW | $8,000 | -11.1% | 100 | 0.0% | 0.01% | +12.5% | |
DNKN | Buy | DUNKIN BRANDS GROUP INC | $8,000 | -33.3% | 158 | +1.3% | 0.01% | -18.2% |
HE | Buy | HAWAIIAN ELEC INDUSTRIES | $8,000 | -11.1% | 183 | +1.1% | 0.01% | +12.5% |
INVH | Sell | INVITATION HOMES INC | $8,000 | -42.9% | 355 | -25.3% | 0.01% | -30.8% |
KRG | KITE RLTY GROUP TR | $8,000 | -52.9% | 880 | 0.0% | 0.01% | -40.0% | |
MDYV | SPDR SER TRs&p 400 mdcp val | $8,000 | -33.3% | 220 | 0.0% | 0.01% | -18.2% | |
SMLV | SPDR SER TRssga us smal etf | $8,000 | -38.5% | 125 | 0.0% | 0.01% | -25.0% | |
FNDB | SCHWAB STRATEGIC TRschwab fdt us bm | $8,000 | -27.3% | 260 | 0.0% | 0.01% | -10.0% | |
VTEB | VANGUARD MUN BD FD INCtax exempt bd | $8,000 | 0.0% | 150 | 0.0% | 0.01% | +28.6% | |
EZM | WISDOMTREE TRus midcap fund | $8,000 | -38.5% | 300 | 0.0% | 0.01% | -25.0% | |
MGK | VANGUARD WORLD FDmega grwth ind | $7,000 | -12.5% | 55 | 0.0% | 0.01% | +14.3% | |
MAT | MATTEL INC | $7,000 | 0.0% | 601 | 0.0% | 0.01% | +33.3% | |
BND | VANGUARD BD INDEX FDStotal bnd mrkt | $7,000 | 0.0% | 80 | 0.0% | 0.01% | +33.3% | |
CFMS | Buy | CONFORMIS INC | $7,000 | -53.3% | 10,600 | +6.0% | 0.01% | -42.9% |
QCOM | Sell | QUALCOMM INC | $7,000 | -61.1% | 100 | -50.0% | 0.01% | -50.0% |
MS | MORGAN STANLEY | $7,000 | -30.0% | 200 | 0.0% | 0.01% | -11.1% | |
DHC | New | DIVERSIFIED HEALTHCARE TR | $7,000 | – | 1,900 | +100.0% | 0.01% | – |
XHB | SPDR SER TRs&p homebuild | $7,000 | -36.4% | 245 | 0.0% | 0.01% | -20.0% | |
XBI | Sell | SPDR SER TRs&p biotech | $7,000 | -78.1% | 90 | -73.5% | 0.01% | -72.4% |
DBO | POWERSHARES DB MULTI-SECTORoil fd | $7,000 | -41.7% | 1,150 | 0.0% | 0.01% | -27.3% | |
IJK | ISHARES TRs&p mc 400gr etf | $6,000 | -25.0% | 34 | 0.0% | 0.01% | 0.0% | |
CHWY | New | CHEWY INCcl a | $6,000 | – | 165 | +100.0% | 0.01% | – |
K | KELLOGG CO | $6,000 | 0.0% | 92 | 0.0% | 0.01% | +40.0% | |
JD | JD COM INCspon adr cl a | $6,000 | +20.0% | 150 | 0.0% | 0.01% | +40.0% | |
OLN | OLIN CORP | $6,000 | 0.0% | 200 | 0.0% | 0.01% | +40.0% | |
FAZ | DIREXION SHS ETF TRdaily finl bear | $6,000 | +50.0% | 150 | 0.0% | 0.01% | +75.0% | |
AMLP | New | ALPS ETF TRalerian mlp | $6,000 | – | 1,780 | +100.0% | 0.01% | – |
CHRW | New | C H ROBINSON WORLDWIDE INC | $6,000 | – | 90 | +100.0% | 0.01% | – |
WYNN | WYNN RESORTS LTD | $6,000 | -57.1% | 100 | 0.0% | 0.01% | -46.2% | |
VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $6,000 | -25.0% | 100 | 0.0% | 0.01% | 0.0% | |
IWP | ISHARES TRrus md cp gr etf | $6,000 | -25.0% | 50 | 0.0% | 0.01% | 0.0% | |
IOO | Sell | ISHARES TRglobal 100 etf | $6,000 | -50.0% | 140 | -35.8% | 0.01% | -36.4% |
IFGL | ISHARES TRintl dev re etf | $6,000 | -25.0% | 267 | 0.0% | 0.01% | 0.0% | |
IQ | IQIYI INCsponsored ads | $5,000 | -16.7% | 300 | 0.0% | 0.01% | +20.0% | |
EINC | Sell | VANECK VECTORS ETF TR | $5,000 | -50.0% | 545 | -4.6% | 0.01% | -33.3% |
EFC | Buy | ELLINGTON FINANCIAL INC | $5,000 | -61.5% | 800 | +11.9% | 0.01% | -50.0% |
VDE | VANGUARD WORLD FDSenergy etf | $5,000 | -50.0% | 120 | 0.0% | 0.01% | -33.3% | |
BPT | BP PRUDHOE BAY RTY TRunit ben int | $5,000 | -28.6% | 1,000 | 0.0% | 0.01% | 0.0% | |
PHK | Sell | PIMCO HIGH INCOME FD | $5,000 | -61.5% | 975 | -42.0% | 0.01% | -50.0% |
OMC | OMNICOM GROUP INC | $5,000 | -37.5% | 97 | 0.0% | 0.01% | -14.3% | |
LUMN | Sell | CENTURYLINK INC | $5,000 | -50.0% | 510 | -32.5% | 0.01% | -33.3% |
EVX | Sell | VANECK VECTORS ETF TRenvironmental sv | $5,000 | -37.5% | 60 | -20.0% | 0.01% | -14.3% |
ETY | EATON VANCE TX MGD DIV EQ IN | $5,000 | -16.7% | 500 | 0.0% | 0.01% | +20.0% | |
IXN | ISHARES TRglobal tech etf | $5,000 | -16.7% | 30 | 0.0% | 0.01% | +20.0% | |
CGW | INVESCO EXCHANGE-TRADED FD Ts&p gbl water | $5,000 | -16.7% | 147 | 0.0% | 0.01% | +20.0% | |
DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $5,000 | -16.7% | 22 | 0.0% | 0.01% | +20.0% | |
VOX | VANGUARD WORLD FDS | $4,000 | -20.0% | 55 | 0.0% | 0.00% | -20.0% | |
UNP | UNION PAC CORP | $4,000 | -20.0% | 30 | 0.0% | 0.00% | -20.0% | |
COST | Sell | COSTCO WHSL CORP NEW | $4,000 | -75.0% | 15 | -72.7% | 0.00% | -73.3% |
MET | METLIFE INC | $4,000 | -33.3% | 122 | 0.0% | 0.00% | -20.0% | |
MO | ALTRIA GROUP INC | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -20.0% | |
AEO | AMERICAN EAGLE OUTFITTERS IN | $4,000 | -42.9% | 500 | 0.0% | 0.00% | -33.3% | |
APH | AMPHENOL CORP NEWcl a | $4,000 | -20.0% | 50 | 0.0% | 0.00% | -20.0% | |
ORC | Buy | ORCHID IS CAP INC | $4,000 | +33.3% | 1,500 | +200.0% | 0.00% | +33.3% |
JBLU | New | JETBLUE AWYS CORP | $4,000 | – | 500 | +100.0% | 0.00% | – |
HIX | New | WESTERN ASSET HIGH INCM FD I | $4,000 | – | 800 | +100.0% | 0.00% | – |
IJR | ISHARES TRcore s&p scp etf | $4,000 | -33.3% | 76 | 0.0% | 0.00% | -20.0% | |
IJJ | ISHARES TRs&p mc 400vl etf | $4,000 | -42.9% | 39 | 0.0% | 0.00% | -33.3% | |
NSC | NORFOLK SOUTHERN CORP | $4,000 | -20.0% | 25 | 0.0% | 0.00% | -20.0% | |
SHOP | SHOPIFY INCcl a | $4,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
VBR | VANGUARD INDEX FDSsm cp val etf | $4,000 | -42.9% | 50 | 0.0% | 0.00% | -33.3% | |
NMFC | New | NEW MTN FIN CORP | $4,000 | – | 575 | +100.0% | 0.00% | – |
Z | New | ZILLOW GROUP INCcl c cap stk | $4,000 | – | 100 | +100.0% | 0.00% | – |
YVR | New | LIQUID MEDIA GROUP LTD NEW | $3,000 | – | 1,000 | +100.0% | 0.00% | – |
WM | WASTE MGMT INC DEL | $3,000 | -25.0% | 31 | 0.0% | 0.00% | -25.0% | |
EXEL | New | EXELIXIS INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
TWTR | TWITTER INC | $3,000 | -25.0% | 125 | 0.0% | 0.00% | -25.0% | |
PGNY | PROGYNY INC | $3,000 | -25.0% | 150 | 0.0% | 0.00% | -25.0% | |
LYG | LLOYDS BANKING GROUP PLCsponsored adr | $3,000 | -50.0% | 1,811 | 0.0% | 0.00% | -40.0% | |
ALX | ALEXANDERS INC | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
UWT | New | CITIGROUP GLOBAL MKTS HLDGS | $3,000 | – | 18,000 | +100.0% | 0.00% | – |
OHI | OMEGA HEALTHCARE INVS INC | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -25.0% | |
HRZN | New | HORIZON TECHNOLOGY FIN CORP | $3,000 | – | 315 | +100.0% | 0.00% | – |
HON | HONEYWELL INTL INC | $3,000 | -25.0% | 25 | 0.0% | 0.00% | -25.0% | |
CI | CIGNA CORP NEW | $3,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
HLIT | HARMONIC INC | $3,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% | |
HAL | Buy | HALLIBURTON CO | $3,000 | -72.7% | 480 | +10.3% | 0.00% | -70.0% |
CLF | New | CLEVELAND CLIFFS INC | $3,000 | – | 800 | +100.0% | 0.00% | – |
GD | GENERAL DYNAMICS CORP | $3,000 | -25.0% | 20 | 0.0% | 0.00% | -25.0% | |
SNAP | SNAP INCcl a | $3,000 | -40.0% | 287 | 0.0% | 0.00% | -40.0% | |
S | SPRINT CORPORATION | $3,000 | +50.0% | 405 | 0.0% | 0.00% | +50.0% | |
CMCSA | COMCAST CORP NEWcl a | $3,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
CIM | Sell | CHIMERA INVT CORP | $3,000 | -99.3% | 383 | -98.1% | 0.00% | -99.2% |
XRT | SPDR SER TRs&p retail etf | $3,000 | -25.0% | 95 | 0.0% | 0.00% | -25.0% | |
EUFN | ISHARES TRmsci euro fl etf | $3,000 | -25.0% | 200 | 0.0% | 0.00% | -25.0% | |
WFC | WELLS FARGO CO NEW | $3,000 | -40.0% | 100 | 0.0% | 0.00% | -40.0% | |
HSBC | New | HSBC HLDGS PLCspon adr new | $2,000 | – | 55 | +100.0% | 0.00% | – |
IJT | ISHARES TRs&p sml 600 gwt | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
IEV | ISHARES TReurope etf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
DX | DYNEX CAP INC | $2,000 | -33.3% | 200 | 0.0% | 0.00% | -33.3% | |
LLNW | LIMELIGHT NETWORKS INC | $2,000 | 0.0% | 425 | 0.0% | 0.00% | 0.0% | |
UA | UNDER ARMOUR INCcl c | $2,000 | -50.0% | 232 | 0.0% | 0.00% | -50.0% | |
PKG | Buy | PACKAGING CORP AMER | $2,000 | 0.0% | 21 | +5.0% | 0.00% | 0.0% |
PCSB | Buy | PCSB FINL CORP | $2,000 | 0.0% | 108 | +8.0% | 0.00% | 0.0% |
PLUG | PLUG POWER INC | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
WPM | WHEATON PRECIOUS METALS CORP | $2,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
BTZ | BLACKROCK CR ALLOCATION INCO | $2,000 | -33.3% | 205 | 0.0% | 0.00% | -33.3% | |
UAA | Sell | UNDER ARMOUR INCcl a | $2,000 | -77.8% | 226 | -46.9% | 0.00% | -75.0% |
CHL | CHINA MOBILE LIMITEDsponsored adr | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
DAL | DELTA AIR LINES INC DEL | $2,000 | -50.0% | 75 | 0.0% | 0.00% | -50.0% | |
CAJ | New | CANON INCsponsored adr | $2,000 | – | 70 | +100.0% | 0.00% | – |
BP | BP PLCsponsored adr | $2,000 | -60.0% | 125 | 0.0% | 0.00% | -60.0% | |
OCSL | OAKTREE SPECIALTY LENDING CO | $2,000 | -33.3% | 525 | 0.0% | 0.00% | -33.3% | |
FPF | FIRST TR INTER DUR PFD & IN | $2,000 | -33.3% | 135 | 0.0% | 0.00% | -33.3% | |
PEAK | Buy | HEALTHPEAK PROPERTIES INC | $2,000 | -33.3% | 81 | +1.2% | 0.00% | -33.3% |
VICE | ADVISORSHARES TRvice etf | $2,000 | -33.3% | 130 | 0.0% | 0.00% | -33.3% | |
NYMT | NEW YORK MTG TR INC | $2,000 | -66.7% | 1,000 | 0.0% | 0.00% | -60.0% | |
WMC | Sell | WESTERN ASSET MTG CAP CORP | $2,000 | -77.8% | 772 | -8.1% | 0.00% | -75.0% |
MMLP | MARTIN MIDSTREAM PRTNRS L Punit l p int | $1,000 | -66.7% | 738 | 0.0% | 0.00% | -66.7% | |
NVAX | New | NOVAVAX INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
UVXY | PROSHARES TR IIultra vix short | $1,000 | – | 10 | 0.0% | 0.00% | – | |
NYCB | Sell | NEW YORK CMNTY BANCORP INC | $1,000 | -50.0% | 125 | -27.7% | 0.00% | -50.0% |
QRVO | QORVO INC | $1,000 | -50.0% | 15 | 0.0% | 0.00% | -50.0% | |
PENN | New | PENN NATL GAMING INC | $1,000 | – | 115 | +100.0% | 0.00% | – |
MAC | New | MACERICH CO | $1,000 | – | 230 | +100.0% | 0.00% | – |
LKNCY | New | LUCKIN COFFEE INCsponsored ads | $1,000 | – | 25 | +100.0% | 0.00% | – |
LAC | Buy | LITHIUM AMERS CORP NEW | $1,000 | 0.0% | 444 | +51.0% | 0.00% | 0.0% |
USA | New | LIBERTY ALL STAR EQUITY FDsh ben int | $1,000 | – | 300 | +100.0% | 0.00% | – |
KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
IFN | INDIA FD INC | $1,000 | -50.0% | 106 | 0.0% | 0.00% | -50.0% | |
HAS | HASBRO INC | $1,000 | -50.0% | 20 | 0.0% | 0.00% | -50.0% | |
GPRO | GOPRO INCcl a | $1,000 | -50.0% | 500 | 0.0% | 0.00% | -50.0% | |
IT | GARTNER INC | $1,000 | -50.0% | 10 | 0.0% | 0.00% | -50.0% | |
FEYE | FIREEYE INC | $1,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
FITB | FIFTH THIRD BANCORP | $1,000 | -66.7% | 98 | 0.0% | 0.00% | -66.7% | |
STOR | STORE CAP CORP | $1,000 | -50.0% | 50 | 0.0% | 0.00% | -50.0% | |
TLRA | TELARIA INC | $1,000 | -50.0% | 213 | 0.0% | 0.00% | -50.0% | |
EDIT | EDITAS MEDICINE INC | $1,000 | -50.0% | 65 | 0.0% | 0.00% | -50.0% | |
UNIT | UNITI GROUP INC | $1,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
NUGT | New | DIREXION SHS ETF TRdly gold indx 3x | $1,000 | – | 150 | +100.0% | 0.00% | – |
TVIXF | New | CREDIT SUISSE AG NASSAU BRH | $1,000 | – | 3 | +100.0% | 0.00% | – |
CM | New | CANADIAN IMP BK COMM | $1,000 | – | 25 | +100.0% | 0.00% | – |
BOX | BOX INCcl a | $1,000 | -50.0% | 100 | 0.0% | 0.00% | -50.0% | |
BILI | BILIBILI INCspons ads rep z | $1,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
BYND | New | BEYOND MEAT INC | $1,000 | – | 22 | +100.0% | 0.00% | – |
SAN | New | BANCO SANTANDER SAadr | $1,000 | – | 500 | +100.0% | 0.00% | – |
AMD | New | ADVANCED MICRO DEVICES INC | $1,000 | – | 11 | +100.0% | 0.00% | – |
WKHS | WORKHORSE GROUP INC | $1,000 | -50.0% | 500 | 0.0% | 0.00% | -50.0% | |
YETI | Sell | YETI HLDGS INC | $1,000 | -80.0% | 30 | -76.9% | 0.00% | -80.0% |
BPY | New | BROOKFIELD PROPERTY PARTRS Lunit ltd partn | $1,000 | – | 110 | +100.0% | 0.00% | – |
REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 4 | 0.0% | 0.00% | – | |
GME | Buy | GAMESTOP CORP NEWcl a | $0 | – | 0 | +100.0% | 0.00% | – |
NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -20 | -100.0% | 0.00% | – |
BDX | Buy | BECTON DICKINSON & CO | $0 | – | 0 | +100.0% | 0.00% | – |
WAB | Sell | WABTEC | $0 | -100.0% | 8 | -11.1% | 0.00% | -100.0% |
OCGN | OCUGEN INC | $0 | -100.0% | 1,024 | 0.0% | 0.00% | -100.0% | |
MXI | Buy | ISHARES TRglobal mater etf | $0 | – | 0 | +100.0% | 0.00% | – |
AOA | ISHARES TRaggres alloc etf | $0 | – | 3 | 0.0% | 0.00% | – | |
KHC | Buy | KRAFT HEINZ CO | $0 | – | 0 | +100.0% | 0.00% | – |
LW | Buy | LAMB WESTON HLDGS INC | $0 | – | 0 | +100.0% | 0.00% | – |
MRO | Buy | MARATHON OIL CORP | $0 | – | 50 | +100.0% | 0.00% | – |
APHA | APHRIA INC | $0 | – | 75 | 0.0% | 0.00% | – | |
RIOT | RIOT BLOCKCHAIN INC | $0 | – | 25 | 0.0% | 0.00% | – | |
CGC | CANOPY GROWTH CORP | $0 | -100.0% | 30 | 0.0% | 0.00% | -100.0% | |
MCC | MEDLEY CAP CORP | $0 | -100.0% | 450 | 0.0% | 0.00% | -100.0% | |
IGC | Exit | INDIA GLOBALIZATION CAP INC | $0 | – | -100 | -100.0% | 0.00% | – |
RMR | RMR GROUP INCcl a | $0 | – | 1 | 0.0% | 0.00% | – | |
OMEX | ODYSSEY MARINE EXPLORATION I | $0 | – | 101 | 0.0% | 0.00% | – | |
ASIX | ADVANSIX INC | $0 | – | 1 | 0.0% | 0.00% | – | |
PDLI | PDL BIOPHARMA INC | $0 | – | 100 | 0.0% | 0.00% | – | |
MICROBOT MED INC | $0 | – | 1 | 0.0% | 0.00% | – | ||
PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | 1 | 0.0% | 0.00% | – | |
MGI | MONEYGRAM INTL INC | $0 | – | 75 | 0.0% | 0.00% | – | |
NCR | NCR CORP NEW | $0 | – | 6 | 0.0% | 0.00% | – | |
PEP | PEPSICO INC | $0 | – | 1 | 0.0% | 0.00% | – | |
SVXY | New | PROSHARES TR IIsht vix st trm | $0 | – | 11 | +100.0% | 0.00% | – |
CELH | Exit | CELSIUS HOLDINGS INC | $0 | – | -25 | -100.0% | 0.00% | – |
FCG | Exit | FIRST TR EXCHANGE TRADED FDnat gas etf | $0 | – | 0 | +100.0% | 0.00% | – |
NAK | Exit | NORTHERN DYNASTY MINERALS LT | $0 | – | -1,000 | -100.0% | 0.00% | – |
GGT | Exit | GABELLI MULTIMEDIA TR INC | $0 | – | 0 | +100.0% | 0.00% | – |
VER | Exit | VEREIT INC | $0 | – | -20 | -100.0% | 0.00% | – |
IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -1 | -100.0% | 0.00% | – |
ADI | Exit | ANALOG DEVICES INC | $0 | – | 0 | +100.0% | 0.00% | – |
GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -3 | -100.0% | 0.00% | – |
DNP | Exit | DNP SELECT INCOME FD | $0 | – | 0 | +100.0% | 0.00% | – |
DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -5 | -100.0% | 0.00% | – |
GORO | Exit | GOLD RESOURCE CORP | $0 | – | 0 | +100.0% | 0.00% | – |
BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -8 | -100.0% | 0.00% | – |
CNDT | CONDUENT INC | $0 | -100.0% | 189 | 0.0% | 0.00% | -100.0% | |
DXC | New | DXC TECHNOLOGY CO | $0 | – | 30 | +100.0% | 0.00% | – |
TTNP | TITAN PHARMACEUTICALS INC DE | $0 | – | 31 | 0.0% | 0.00% | – | |
TDC | TERADATA CORP DEL | $0 | – | 6 | 0.0% | 0.00% | – | |
TME | New | TENCENT MUSIC ENTMT GROUPspon ads | $0 | – | 40 | +100.0% | 0.00% | – |
SYK | Buy | STRYKER CORP | $0 | – | 0 | +100.0% | 0.00% | – |
FTRCQ | Sell | FRONTIER COMMUNICATIONS CORP | $0 | – | 0 | -100.0% | 0.00% | – |
CASI | CASI PHARMACEUTICALS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
GTX | GARRETT MOTION INC | $0 | – | 2 | 0.0% | 0.00% | – | |
HES | Buy | HESS CORP | $0 | – | 0 | +100.0% | 0.00% | – |
PHB | Buy | INVESCO EXCHANGE-TRADED FD Tfndmntl hy crp | $0 | – | 0 | +100.0% | 0.00% | – |
GLNG | Exit | GOLAR LNG LTD BERMUDA | $0 | – | 0 | +100.0% | 0.00% | – |
LTHM | Exit | LIVENT CORP | $0 | – | -60 | -100.0% | -0.00% | – |
CLMT | Exit | CALUMET SPECIALTY PRODS PTNRut ltd partner | $0 | – | -170 | -100.0% | -0.00% | – |
NBEV | Exit | NEW AGE BEVERAGES CORP | $0 | – | -300 | -100.0% | -0.00% | – |
PUMP | Exit | PROPETRO HLDG CORP | $0 | – | -200 | -100.0% | -0.00% | – |
AR | Exit | ANTERO RES CORP | $0 | – | -1,000 | -100.0% | -0.00% | – |
ZAYO | Exit | ZAYO GROUP HLDGS INC | $0 | – | -100 | -100.0% | -0.00% | – |
ONLN | Exit | PROSHARES TRonline rtl etf | $0 | – | -80 | -100.0% | -0.00% | – |
CVS | Exit | CVS HEALTH CORP | $0 | – | -47 | -100.0% | -0.00% | – |
RPAI | Exit | RETAIL PPTYS AMER INCcl a | $0 | – | -228 | -100.0% | -0.00% | – |
IVZ | Exit | INVESCO LTD | $0 | – | -200 | -100.0% | -0.00% | – |
OIH | Exit | VANECK VECTORS ETF TRUSToil svcs etf | $0 | – | -300 | -100.0% | -0.00% | – |
M | Exit | MACYS INC | $0 | – | -232 | -100.0% | -0.00% | – |
IGF | Exit | ISHARES TRglb infrastr etf | $0 | – | -130 | -100.0% | -0.01% | – |
PBCT | Exit | PEOPLES UTD FINL INC | $0 | – | -318 | -100.0% | -0.01% | – |
AUDC | Exit | AUDIOCODES LTDord | $0 | – | -200 | -100.0% | -0.01% | – |
HDB | Exit | HDFC BANK LTDsponsored ads | $0 | – | -100 | -100.0% | -0.01% | – |
WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -100 | -100.0% | -0.01% | – |
HUM | Exit | HUMANA INC | $0 | – | -20 | -100.0% | -0.01% | – |
AKS | Exit | AK STL HLDG CORP | $0 | – | -2,000 | -100.0% | -0.01% | – |
OSTK | Exit | OVERSTOCK COM INC DEL | $0 | – | -1,000 | -100.0% | -0.01% | – |
WRK | Exit | WESTROCK CO | $0 | – | -176 | -100.0% | -0.01% | – |
XRX | Exit | XEROX HOLDINGS CORP | $0 | – | -236 | -100.0% | -0.01% | – |
IP | Exit | INTL PAPER CO | $0 | – | -200 | -100.0% | -0.01% | – |
X | Exit | UNITED STATES STL CORP NEW | $0 | – | -777 | -100.0% | -0.01% | – |
FENG | Exit | PHOENIX NEW MEDIA LTDsponsored ads | $0 | – | -5,000 | -100.0% | -0.01% | – |
SDS | Exit | PROSHARES TRultrashrt s&p500 | $0 | – | -500 | -100.0% | -0.01% | – |
MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -500 | -100.0% | -0.01% | – |
NMM | Exit | NAVIOS MARITIME PARTNERS L P | $0 | – | -697 | -100.0% | -0.01% | – |
VLO | Exit | VALERO ENERGY CORP NEW | $0 | – | -150 | -100.0% | -0.01% | – |
CRON | Exit | CRONOS GROUP INC | $0 | – | -2,000 | -100.0% | -0.01% | – |
SFL | Exit | SFL CORPORATION LTD | $0 | – | -1,200 | -100.0% | -0.02% | – |
FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -390 | -100.0% | -0.02% | – |
VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -126 | -100.0% | -0.02% | – |
FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -150 | -100.0% | -0.02% | – |
GOLD | Exit | BARRICK GOLD CORPORATION | $0 | – | -1,135 | -100.0% | -0.02% | – |
MPC | Exit | MARATHON PETE CORP | $0 | – | -387 | -100.0% | -0.02% | – |
SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -100 | -100.0% | -0.02% | – |
QID | Exit | PROSHARES TRultshrt qqq | $0 | – | -1,500 | -100.0% | -0.03% | – |
LYFT | Exit | LYFT INC | $0 | – | -1,000 | -100.0% | -0.04% | – |
IGIB | Exit | ISHARES TRintrm tr crp etf | $0 | – | -900 | -100.0% | -0.05% | – |
AMZA | Exit | ETFIS SER TR Iinfrac act mlp | $0 | – | -13,052 | -100.0% | -0.05% | – |
VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -278 | -100.0% | -0.06% | – |
LVL | Exit | INVESCO EXCHNG TRADED FD TRs&p globl divi | $0 | – | -11,572 | -100.0% | -0.13% | – |
XES | Exit | SPDR SERIES TRUSToilgas equip | $0 | – | -23,765 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-22
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO S&P 500 EQUAL | 19 | Q3 2023 | 4.3% |
INVESCO S&PINVESCO S&P | 19 | Q3 2023 | 5.2% |
APPLE INC | 19 | Q3 2023 | 5.5% |
SCHWAB US TIPS ETF | 19 | Q3 2023 | 3.6% |
TECHNOLOGY SELECT SECTOR | 19 | Q3 2023 | 3.3% |
SCHWAB US LARGE CAP | 19 | Q3 2023 | 3.2% |
PROSHARES TR | 19 | Q3 2023 | 4.5% |
ETFMG PRIME CYBER | 19 | Q3 2023 | 4.5% |
INVESCO S&P 500 EQUAL | 19 | Q3 2023 | 2.8% |
ISHARES TR | 19 | Q3 2023 | 4.3% |
View Joseph P. Lucia & Associates, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-03 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-30 |
13F-HR | 2023-07-21 |
13F-HR | 2023-05-02 |
13F-HR | 2023-02-13 |
13F-HR | 2022-10-28 |
13F-HR | 2022-07-26 |
13F-HR | 2022-04-19 |
13F-HR | 2022-02-04 |
View Joseph P. Lucia & Associates, 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.