$246 Million is the total value of PSI Advisors, LLC's 894 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 20.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Buy | INVESCO QQQ TRUSTqqq | $26,601,000 | +12.1% | 66,598 | +0.5% | 10.82% | -0.7% |
| IVV | Sell | ISHARES CORE S&P 500 ETFmf closed and mf open | $12,080,000 | +9.1% | 25,324 | -1.4% | 4.92% | -3.4% |
| USMV | Buy | ISHARES MSCI USA MIN VOLFCTR ETF IVusmv | $9,594,000 | +14.2% | 117,339 | +2.7% | 3.90% | +1.1% |
| SPLG | Buy | SPDR PORTFOLIO S&P 500 ETF IVsplg | $8,837,000 | +12.5% | 158,280 | +1.7% | 3.60% | -0.4% |
| AAPL | Buy | APPLE INC | $7,326,000 | +28.6% | 41,032 | +1.9% | 2.98% | +13.9% |
| XLRE | Buy | SELECT SECTORmf closed and mf open | $7,081,000 | +19.9% | 135,602 | +2.1% | 2.88% | +6.2% |
| IJR | Buy | ISHARES CORE S&P SMALL CAP ETF IVmf closed and mf open | $7,078,000 | +6.7% | 61,292 | +0.9% | 2.88% | -5.5% |
| DGRO | Buy | ISHARES COREmf closed and mf open | $6,750,000 | +22.2% | 119,654 | +8.8% | 2.75% | +8.2% |
| SPMD | Buy | SPDR PORTFOLIO S&P 400 MID CAP ETFspmd | $5,211,000 | +40.5% | 104,762 | +30.4% | 2.12% | +24.4% |
| FCTR | Buy | FIRST TRUSTmf closed and mf open | $4,732,000 | +9.9% | 133,142 | +5.2% | 1.93% | -2.6% |
| RDVY | Sell | FIRST TRUSTmf closed and mf open | $4,611,000 | +6.3% | 89,032 | -2.5% | 1.88% | -5.9% |
| EZM | Buy | WISDOMTREE US MIDCAP ETFmf closed and mf open | $4,599,000 | +8.5% | 81,704 | +0.3% | 1.87% | -3.9% |
| SPSM | Buy | SPDR PORTFOLIO S&P 600 SMALL CAP ETFspsm | $4,288,000 | +28.5% | 95,945 | +22.5% | 1.74% | +13.8% |
| IJH | Buy | ISHARES CORE S&P MID CAPETF IVmf closed and mf open | $3,696,000 | +9.2% | 13,059 | +1.5% | 1.50% | -3.3% |
| ABBV | Buy | ABBVIE INCabbv | $3,615,000 | +28.9% | 26,697 | +2.7% | 1.47% | +14.1% |
| XMHQ | Buy | INVESCO S&Pmf closed and mf open | $3,533,000 | +8.1% | 43,261 | +0.6% | 1.44% | -4.2% |
| EES | Sell | WISDOMTREE US SMALLCAP ETFmf closed and mf open | $3,442,000 | +6.2% | 66,953 | -0.2% | 1.40% | -5.9% |
| IJT | Buy | ISHARES S&Pmf closed and mf open | $3,399,000 | +9.5% | 24,045 | +0.8% | 1.38% | -3.0% |
| SWKS | Buy | SKYWORKS SOLUTIONSswks | $3,289,000 | +11.4% | 21,201 | +18.4% | 1.34% | -1.4% |
| CVS | Sell | CVS HEALTH CORPcvs | $2,831,000 | +20.1% | 27,440 | -1.2% | 1.15% | +6.4% |
| PREF | Sell | PRINCIPAL SPECTRUM PREF SC AC ETF IVpref | $2,668,000 | -1.8% | 128,630 | -1.8% | 1.09% | -13.1% |
| ET | Sell | ENERGY TRANSFER LPoil & gas, real estate and reit | $2,480,000 | -14.5% | 301,317 | -0.5% | 1.01% | -24.3% |
| AMZN | Buy | AMAZON COM | $2,344,000 | +3.6% | 703 | +2.0% | 0.95% | -8.3% |
| IVW | Sell | ISHARES S&Pmf closed and mf open | $2,245,000 | +13.2% | 26,826 | -0.1% | 0.91% | +0.2% |
| SDY | Sell | SPDR SERIESmf closed and mf open | $2,214,000 | -7.2% | 17,146 | -15.5% | 0.90% | -17.8% |
| VSTO | Buy | VISTA OUTDOOR INCvsto | $1,928,000 | +118.8% | 41,850 | +91.5% | 0.78% | +93.8% |
| TGT | Buy | TARGET CORPtgt | $1,776,000 | +88.9% | 7,674 | +86.7% | 0.72% | +67.4% |
| IVE | ISHARES S&Pmf closed and mf open | $1,633,000 | +7.7% | 10,427 | 0.0% | 0.66% | -4.6% | |
| MSFT | Buy | MICROSOFT CORPmsft | $1,577,000 | +28.5% | 4,687 | +7.6% | 0.64% | +13.8% |
| MU | Buy | MICRON TECHNOLOGY INCmu | $1,551,000 | +52.2% | 16,652 | +16.0% | 0.63% | +34.8% |
| RPG | Sell | INVESCO S&Pmf closed and mf open | $1,528,000 | +9.0% | 7,249 | -0.4% | 0.62% | -3.4% |
| TSLA | Buy | TESLA INC | $1,523,000 | +40.5% | 1,441 | +3.1% | 0.62% | +24.5% |
| VZ | Sell | VERIZON COMMUNICATNvz | $1,504,000 | -2.2% | 28,425 | -0.2% | 0.61% | -13.4% |
| C | Buy | CITIGROUP INC | $1,496,000 | +89.8% | 24,767 | +120.5% | 0.61% | +68.2% |
| PSK | Buy | SPDR ICEmf closed and mf open | $1,483,000 | +1.5% | 34,571 | +2.8% | 0.60% | -10.0% |
| JPM | Buy | JPMORGAN CHASE & COjpm | $1,412,000 | -2.9% | 8,918 | +0.3% | 0.58% | -13.9% |
| CAT | Buy | CATERPILLAR INC | $1,371,000 | +20.1% | 6,633 | +11.4% | 0.56% | +6.3% |
| FPE | Buy | FIRST TRUST PREFERRED SEC INCOME ETFmf closed and mf open | $1,351,000 | +54.6% | 66,495 | +56.2% | 0.55% | +36.8% |
| GDX | Buy | VANECK GOLDmf closed and mf open | $1,279,000 | +610.6% | 39,937 | +553.6% | 0.52% | +526.5% |
| TDIV | New | FIRST TRUSTmf closed and mf open | $1,224,000 | – | 19,481 | +100.0% | 0.50% | – |
| CRM | Buy | SALESFORCE.COM INC | $1,176,000 | -4.9% | 4,628 | +1.5% | 0.48% | -15.7% |
| PFG | Buy | PRINCIPAL FINANCIAL | $1,159,000 | +15.9% | 16,028 | +3.2% | 0.47% | +2.6% |
| SMH | Buy | VANECK SEMICONDUCTORmf closed and mf open | $1,139,000 | +1124.7% | 3,690 | +922.2% | 0.46% | +979.1% |
| XMMO | Sell | INVESCO S&Pmf closed and mf open | $1,100,000 | +6.6% | 12,099 | -1.4% | 0.45% | -5.5% |
| HD | Sell | HOME DEPOT INChd | $1,057,000 | -2.7% | 2,545 | -23.1% | 0.43% | -13.8% |
| VRIG | New | INVESCO VARIABLEmf closed and mf open | $1,042,000 | – | 41,592 | +100.0% | 0.42% | – |
| SLV | Buy | ISHARES SILVER TRUST ETF IVslv | $1,042,000 | +9.3% | 47,345 | +1.9% | 0.42% | -3.2% |
| LOW | Sell | LOWES COMPANIES | $1,035,000 | -19.0% | 4,006 | -36.3% | 0.42% | -28.3% |
| MCD | Sell | MCDONALDS CORPmcd | $1,032,000 | +4.3% | 3,848 | -6.2% | 0.42% | -7.5% |
| CSCO | Sell | CISCO SYSTEMS | $1,013,000 | +13.3% | 15,989 | -2.7% | 0.41% | +0.2% |
| PG | Sell | PROCTER & GAMBLEpg | $989,000 | +14.5% | 6,044 | -2.2% | 0.40% | +1.3% |
| NVDA | Sell | NVIDIA CORPnvda | $981,000 | +23.6% | 3,333 | -13.1% | 0.40% | +9.3% |
| WMT | Buy | WALMART INCwmt | $961,000 | +8.2% | 6,640 | +4.3% | 0.39% | -4.2% |
| BMY | Sell | BRISTOL-MYERS SQUIBB | $958,000 | +0.5% | 15,356 | -4.7% | 0.39% | -11.0% |
| SO | Sell | SOUTHERN COMPANYso | $955,000 | +3.1% | 13,926 | -6.9% | 0.39% | -8.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $943,000 | +2.7% | 5,332 | -6.1% | 0.38% | -9.0% |
| O | Buy | REALTY INCOME | $884,000 | +1398.3% | 12,353 | +1257.5% | 0.36% | +1233.3% |
| UBER | Buy | UBER TECHNOLOGIES INCuber | $851,000 | +74.7% | 20,290 | +86.7% | 0.35% | +54.5% |
| DIS | Buy | WALT DISNEY COdis | $837,000 | +70.5% | 5,403 | +86.1% | 0.34% | +50.9% |
| PFE | Sell | PFIZER INCpfe | $834,000 | +1.5% | 14,126 | -26.0% | 0.34% | -10.3% |
| FB | Sell | META PLATFORMS | $817,000 | -1.2% | 2,430 | -0.2% | 0.33% | -12.6% |
| INTC | Buy | INTEL CORP | $815,000 | +18.3% | 15,823 | +22.3% | 0.33% | +4.7% |
| IEP | Buy | ICAHN ENTERPRISES L P LPiep | $806,000 | +13.8% | 16,263 | +14.7% | 0.33% | +0.9% |
| FRI | New | FIRST TRUSTmf closed and mf open | $803,000 | – | 24,637 | +100.0% | 0.33% | – |
| MA | Buy | MASTERCARD INC CLASS Ama | $800,000 | +325.5% | 2,226 | +312.2% | 0.33% | +279.1% |
| DHS | Buy | WISDOMTREE U Smf closed and mf open | $799,000 | +8.0% | 9,685 | +0.8% | 0.32% | -4.4% |
| GILD | Buy | GILEAD SCIENCES INCgild | $778,000 | +6.1% | 10,715 | +2.1% | 0.32% | -5.9% |
| SOXX | Buy | ISHARES SEMICONDUCTOR ETFsoxx | $768,000 | +32.0% | 1,345 | +3.1% | 0.31% | +17.2% |
| TYG | Sell | TORTOISE ENERGY INFRA COtyg | $769,000 | +0.7% | 27,534 | -2.3% | 0.31% | -10.8% |
| MMP | MAGELLAN MIDSTREAM PA LPoil & gas, real estate and reit | $738,000 | +1.8% | 15,892 | 0.0% | 0.30% | -9.9% | |
| GIS | Sell | GENERAL MILLS INCgis | $730,000 | +8.3% | 10,345 | -8.1% | 0.30% | -4.2% |
| GOOGL | Buy | ALPHABET INC. CLASS Agoogl | $724,000 | +28.8% | 250 | +19.0% | 0.30% | +14.3% |
| CIBR | New | FIRST TRUSTmf closed and mf open | $714,000 | – | 13,530 | +100.0% | 0.29% | – |
| FVD | Buy | FIRST TRUST VALUE DIVIDEND INDEX ETFmf closed and mf open | $703,000 | +440.8% | 16,344 | +392.4% | 0.29% | +376.7% |
| CIEN | CIENA CORP | $704,000 | +49.8% | 9,146 | 0.0% | 0.29% | +32.4% | |
| SPY | Buy | SPDR S&Pmf closed and mf open | $704,000 | +16.7% | 1,483 | +5.6% | 0.29% | +3.2% |
| FPEI | New | FIRST TRUSTmf closed and mf open | $693,000 | – | 33,973 | +100.0% | 0.28% | – |
| PLYM | Sell | PLYMOUTH INDUSTRIAL R E REITplym | $672,000 | +30.2% | 20,994 | -7.5% | 0.27% | +15.2% |
| CVX | Sell | CHEVRON CORPcvx | $666,000 | +16.0% | 5,384 | -4.9% | 0.27% | +2.7% |
| GLD | Buy | SPDR GOLD | $629,000 | +4.8% | 3,678 | +0.7% | 0.26% | -7.2% |
| SLYV | Sell | SPDR SERIESmf closed and mf open | $626,000 | -51.1% | 7,387 | -52.7% | 0.26% | -56.7% |
| AMD | Sell | ADVANCED MICRO DEVIC | $626,000 | -52.8% | 4,344 | -66.3% | 0.26% | -58.1% |
| FDX | Buy | FEDEX CORPfdx | $623,000 | +29.5% | 2,408 | +9.8% | 0.25% | +14.9% |
| DUK | Buy | DUKE ENERGY | $618,000 | +8.6% | 5,892 | +1.0% | 0.25% | -3.8% |
| RFV | Sell | INVESCO S&Pmf closed and mf open | $576,000 | -54.1% | 5,972 | -56.6% | 0.23% | -59.4% |
| ITOT | Buy | ISHARES TOTAL US STOCK MARKET ETF IVmf closed and mf open | $562,000 | +11.1% | 5,257 | +2.2% | 0.23% | -1.7% |
| SUN | Buy | SUNOCO LTD | $556,000 | +10.5% | 13,606 | +1.0% | 0.23% | -2.2% |
| LLY | Sell | LILLY ELI & COlly | $533,000 | +7.0% | 1,930 | -10.4% | 0.22% | -5.2% |
| T | Sell | AT&T INC | $532,000 | -15.6% | 21,630 | -7.3% | 0.22% | -25.5% |
| YLD | Sell | PRINCIPAL ACTIVE HIGH YIELD ETFyld | $524,000 | -4.9% | 25,188 | -4.2% | 0.21% | -15.8% |
| QCOM | Sell | QUALCOMM INC | $518,000 | +34.9% | 2,834 | -4.7% | 0.21% | +19.9% |
| WOOF | Buy | PETCO HEALTH & WELLNESSwoof | $516,000 | -3.2% | 26,069 | +3.2% | 0.21% | -14.3% |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETFvlue | $503,000 | +8.9% | 4,595 | 0.0% | 0.20% | -3.3% | |
| BABA | Buy | ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS | $488,000 | -0.8% | 4,105 | +23.7% | 0.20% | -11.9% |
| BP | Sell | BP PLC | $486,000 | -7.6% | 18,244 | -5.2% | 0.20% | -18.2% |
| FTSL | New | FIRST TRUSTmf closed and mf open | $478,000 | – | 9,966 | +100.0% | 0.20% | – |
| XLF | Sell | SELECT STR FINANCIAL SELECT S ETF IVxlf | $477,000 | -12.2% | 12,236 | -15.5% | 0.19% | -22.4% |
| FTGC | Buy | FIRST TRUSTmf closed and mf open | $477,000 | +15800.0% | 20,687 | +16449.6% | 0.19% | +19300.0% |
| CAH | Buy | CARDINAL HEALTH | $460,000 | +13.3% | 8,935 | +8.8% | 0.19% | 0.0% |
| LH | Buy | LABORATORY CORP | $423,000 | +14.3% | 1,347 | +2.5% | 0.17% | +1.2% |
| WFC | Sell | WELLS FARGO | $418,000 | -5.4% | 8,719 | -8.5% | 0.17% | -16.3% |
| MRK | Buy | MERCK & COMPANY | $418,000 | +2.7% | 5,451 | +0.7% | 0.17% | -9.1% |
| BA | Sell | BOEING COMPANY | $410,000 | -22.9% | 2,034 | -15.9% | 0.17% | -31.6% |
| FDL | Sell | FIRST TRUSTmf closed and mf open | $399,000 | +7.5% | 11,207 | -1.0% | 0.16% | -4.7% |
| IUSG | Buy | ISHARES S&Pmf closed and mf open | $399,000 | +12.7% | 3,451 | +0.0% | 0.16% | -0.6% |
| IJK | Buy | ISHARES S&Pmf closed and mf open | $393,000 | +11.0% | 4,606 | +3.1% | 0.16% | -1.8% |
| MOAT | Buy | VANECK MORNINGSTARmf closed and mf open | $391,000 | +19.2% | 5,133 | +14.6% | 0.16% | +5.3% |
| FTCS | Sell | FIRST TRUST CAPITAL STRENGTH ETF IVmf closed and mf open | $388,000 | +7.5% | 4,594 | -4.8% | 0.16% | -4.8% |
| SLB | Sell | SCHLUMBERGER LTD | $372,000 | -26.9% | 12,420 | -27.6% | 0.15% | -35.5% |
| OHI | Buy | OMEGA HEALTHCARE | $362,000 | +1.7% | 12,229 | +2.9% | 0.15% | -10.4% |
| XOM | Sell | EXXON MOBIL | $354,000 | -18.1% | 5,779 | -21.2% | 0.14% | -27.6% |
| RJF | Buy | RAYMOND JAMES | $342,000 | +23.5% | 3,407 | +13.6% | 0.14% | +9.4% |
| PEAK | Sell | HEALTHPEAK PPTYS | $328,000 | -3.5% | 9,082 | -10.6% | 0.13% | -14.7% |
| NFLX | NETFLIX INC | $322,000 | -1.2% | 534 | 0.0% | 0.13% | -12.7% | |
| IJJ | ISHARES S&Pmf closed and mf open | $320,000 | +7.4% | 2,894 | 0.0% | 0.13% | -5.1% | |
| SCHG | Sell | SCHWAB US LARGE CAP GROWTH ETFschg | $318,000 | +7.1% | 1,942 | -3.4% | 0.13% | -5.1% |
| BTEC | Buy | PRINCIPAL HLTHCR INOVTR ETF IVmf closed and mf open | $315,000 | -11.0% | 6,657 | +2.8% | 0.13% | -21.5% |
| SMOG | Buy | VANECK LOWmf closed and mf open | $311,000 | +22.0% | 1,944 | +13.8% | 0.13% | +8.5% |
| EPS | Sell | WISDOMTREE US LARGECAP ETFmf closed and mf open | $294,000 | +2.1% | 5,850 | -6.4% | 0.12% | -9.1% |
| EFA | Sell | ISHARES MSCImf closed and mf open | $290,000 | -0.3% | 3,692 | -1.0% | 0.12% | -11.9% |
| AMLP | Sell | ALPS ALERIANmf closed and mf open | $287,000 | -2.4% | 8,775 | -0.5% | 0.12% | -13.3% |
| GOOG | Buy | ALPHABET INC | $284,000 | +18.3% | 98 | +8.9% | 0.12% | +5.5% |
| SHOP | Sell | SHOPIFY INC | $285,000 | 0.0% | 207 | -1.4% | 0.12% | -11.5% |
| WCLD | Buy | WISDOMTREE CLOUDmf closed and mf open | $279,000 | +4.5% | 5,380 | +16.2% | 0.11% | -7.3% |
| SPYD | Buy | SPDR PORTFOLIOmf closed and mf open | $279,000 | +13.4% | 6,627 | +5.2% | 0.11% | +0.9% |
| XLK | Sell | SECTOR TECHNOLOGYmf closed and mf open | $275,000 | -40.6% | 1,580 | -49.1% | 0.11% | -47.4% |
| VIAC | Buy | VIACOMCBS INC CLASS Bviac | $273,000 | -16.3% | 9,047 | +9.7% | 0.11% | -26.0% |
| LMT | Sell | LOCKHEED MARTIN | $273,000 | -1.4% | 768 | -4.2% | 0.11% | -12.6% |
| SBUX | Buy | STARBUCKS CORP | $267,000 | +29.0% | 2,281 | +21.3% | 0.11% | +14.7% |
| NIO | Sell | NIO INC | $265,000 | -13.4% | 8,378 | -2.3% | 0.11% | -23.4% |
| PYPL | Buy | PAYPAL HOLDINGS | $266,000 | +2.7% | 1,411 | +41.7% | 0.11% | -9.2% |
| XSOE | Sell | WISDOMTREE EMERGINGmf closed and mf open | $262,000 | -72.8% | 7,100 | -72.5% | 0.11% | -75.8% |
| GM | GENERAL MOTORS COgm | $258,000 | +11.2% | 4,393 | 0.0% | 0.10% | -1.9% | |
| SRVR | Buy | PACER BENCHMARKmf closed and mf open | $251,000 | +13.6% | 5,807 | +2.5% | 0.10% | 0.0% |
| BAC | Buy | BANK AMERICA | $247,000 | +5.1% | 5,546 | +0.1% | 0.10% | -6.5% |
| DEM | Sell | WISDOMTREE EMERGINGmf closed and mf open | $244,000 | -11.6% | 5,622 | -11.1% | 0.10% | -22.0% |
| NEE | Buy | NEXTERA ENERGY | $233,000 | +54.3% | 2,501 | +29.7% | 0.10% | +37.7% |
| EPD | Buy | ENTERPRISE PRODUCTSoil & gas, real estate and reit | $232,000 | +7.4% | 10,581 | +6.0% | 0.09% | -5.1% |
| AMGN | Buy | AMGEN INC | $218,000 | +6.3% | 969 | +0.5% | 0.09% | -5.3% |
| HAIL | Sell | SPDR S&Pmf closed and mf open | $219,000 | -30.0% | 3,960 | -30.7% | 0.09% | -38.2% |
| MMM | Sell | 3M COMPANY | $211,000 | -14.2% | 1,187 | -15.4% | 0.09% | -23.9% |
| LYFT | LYFT INC | $201,000 | -20.2% | 4,700 | 0.0% | 0.08% | -29.3% | |
| CNC | CENTENE CORP | $202,000 | +32.0% | 2,450 | 0.0% | 0.08% | +17.1% | |
| DLN | Buy | WISDOMTREE US LARGECAP DIVIDEND ETFmf closed and mf open | $199,000 | +6.4% | 3,008 | +91.5% | 0.08% | -5.8% |
| TDOC | Sell | TELADOC INCtdoc | $198,000 | -46.6% | 2,163 | -26.2% | 0.08% | -52.4% |
| MDT | Sell | MEDTRONIC PLC | $194,000 | -39.6% | 1,872 | -27.0% | 0.08% | -46.6% |
| BRKB | BERKSHIRE HATHAWAY | $189,000 | +9.9% | 632 | 0.0% | 0.08% | -2.5% | |
| IDRV | Buy | ISHARES SELFmf closed and mf open | $187,000 | +139.7% | 3,456 | +114.1% | 0.08% | +111.1% |
| IDV | Sell | ISHARES INTLmf closed and mf open | $186,000 | -2.1% | 5,974 | -4.5% | 0.08% | -12.6% |
| TTD | Sell | TRADE DESK | $187,000 | +29.0% | 2,046 | -1.1% | 0.08% | +13.4% |
| DOCU | Sell | DOCUSIGN INC | $185,000 | -42.0% | 1,217 | -1.9% | 0.08% | -49.0% |
| HDV | ISHARES COREmf closed and mf open | $185,000 | +6.9% | 1,832 | 0.0% | 0.08% | -5.1% | |
| ABT | Buy | ABBOTT LABORATORIES | $183,000 | +24.5% | 1,304 | +5.0% | 0.07% | +8.8% |
| DBRG | DIGITALBRIDGE GROUP | $180,000 | +37.4% | 21,660 | 0.0% | 0.07% | +21.7% | |
| COP | Sell | CONOCOPHILLIPS | $177,000 | -16.5% | 2,456 | -21.6% | 0.07% | -25.8% |
| SOFI | Buy | SOFI TECHNOLOGIES INCsofi | $175,000 | +30.6% | 11,085 | +30.5% | 0.07% | +14.5% |
| GS | GOLDMAN SACHS | $169,000 | +1.2% | 443 | 0.0% | 0.07% | -10.4% | |
| ICLN | Sell | ISHARES GLOBALmf closed and mf open | $169,000 | -40.5% | 7,978 | -39.2% | 0.07% | -47.3% |
| IJS | ISHARES S&Pmf closed and mf open | $169,000 | +4.3% | 1,614 | 0.0% | 0.07% | -6.8% | |
| UNH | Buy | UNITEDHEALTH GROUP | $167,000 | +28.5% | 333 | +0.3% | 0.07% | +13.3% |
| SQ | Buy | BLOCK INC CLASS Asq | $162,000 | +575.0% | 1,004 | +904.0% | 0.07% | +500.0% |
| FTSM | Sell | FIRST TRUSTmf closed and mf open | $159,000 | -0.6% | 2,666 | -0.1% | 0.06% | -12.2% |
| SBCF | SEACOAST BANKING | $158,000 | +4.6% | 4,453 | 0.0% | 0.06% | -7.2% | |
| ANTM | ANTHEM INC | $153,000 | +24.4% | 330 | 0.0% | 0.06% | +8.8% | |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFmf closed and mf open | $153,000 | -0.6% | 2,051 | -1.3% | 0.06% | -12.7% |
| DMRL | TRANSAMERICA DELTASHARESmf closed and mf open | $149,000 | +11.2% | 1,847 | 0.0% | 0.06% | -1.6% | |
| KMB | Sell | KIMBERLY CLARK | $148,000 | -6.9% | 814 | -32.4% | 0.06% | -17.8% |
| WM | WASTE MANAGEMENT | $147,000 | +12.2% | 880 | 0.0% | 0.06% | 0.0% | |
| XLV | Sell | SECTOR HEALTHCAREmf closed and mf open | $147,000 | +8.9% | 1,043 | -1.9% | 0.06% | -3.2% |
| COIN | Buy | COINBASE GLOBAL | $146,000 | +17.7% | 577 | +5.7% | 0.06% | +3.5% |
| XLI | Sell | SECTOR INDUSTRIALmf closed and mf open | $143,000 | -38.6% | 1,348 | -43.3% | 0.06% | -45.8% |
| VV | Buy | VANGUARD LARGEmf closed and mf open | $143,000 | +10.9% | 646 | +0.3% | 0.06% | -1.7% |
| ERH | Sell | ALLSRPING UTLTS AND HGHmf closed and mf open | $139,000 | +8.6% | 9,458 | -0.3% | 0.06% | -3.4% |
| KO | Sell | COCA COLA COMPANY | $141,000 | -9.6% | 2,378 | -20.2% | 0.06% | -20.8% |
| SPYG | Sell | SPDR PORTFOLIOmf closed and mf open | $135,000 | -61.0% | 1,861 | -65.6% | 0.06% | -65.4% |
| VWO | Sell | VANGUARD FSTEmf closed and mf open | $136,000 | -5.6% | 2,747 | -4.6% | 0.06% | -16.7% |
| AGG | Buy | ISHARES COREmf closed and mf open | $133,000 | 0.0% | 1,165 | +1.0% | 0.05% | -11.5% |
| GSK | Sell | GLAXOSMITHKLINE PLC | $129,000 | +11.2% | 2,925 | -4.0% | 0.05% | -1.9% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC | $125,000 | +12.6% | 1,440 | +100.0% | 0.05% | 0.0% |
| WPC | W P CAREY | $124,000 | +12.7% | 1,510 | 0.0% | 0.05% | -2.0% | |
| WELL | Sell | WELLTOWER INC | $123,000 | 0.0% | 1,431 | -4.1% | 0.05% | -12.3% |
| IBM | Buy | INTL BUSINESS | $121,000 | -3.2% | 902 | +0.4% | 0.05% | -14.0% |
| MS | Sell | MORGAN STANLEYms | $116,000 | -35.2% | 1,178 | -35.9% | 0.05% | -42.7% |
| PEG | PUBLIC SERVICE | $113,000 | +9.7% | 1,698 | 0.0% | 0.05% | -2.1% | |
| EPR | Sell | EPR PROPERTIES | $113,000 | -5.0% | 2,381 | -0.8% | 0.05% | -16.4% |
| PLUG | Buy | PLUG POWER | $112,000 | +23.1% | 3,965 | +10.9% | 0.05% | +9.5% |
| Sell | GENERAL ELECTRIC | $113,000 | -11.0% | 1,195 | -3.2% | 0.05% | -20.7% | |
| RFG | INVESCO S&Pmf closed and mf open | $114,000 | +4.6% | 493 | 0.0% | 0.05% | -8.0% | |
| CMCSA | Buy | COMCAST CORP | $112,000 | -9.7% | 2,221 | +0.0% | 0.05% | -19.3% |
| GUNR | Buy | FLEXSHARES MORNINGSTARmf closed and mf open | $114,000 | +14.0% | 2,892 | +5.9% | 0.05% | 0.0% |
| MRNA | Buy | MODERNA INC | $111,000 | -19.6% | 438 | +22.3% | 0.04% | -28.6% |
| PTLC | Buy | PACER TRENDPILOTmf closed and mf open | $111,000 | +11.0% | 2,662 | +0.1% | 0.04% | -2.2% |
| XEL | XCEL ENERGY | $107,000 | +8.1% | 1,585 | 0.0% | 0.04% | -2.2% | |
| DON | Buy | WISDOMTREE U Smf closed and mf open | $106,000 | +9.3% | 2,379 | +1.8% | 0.04% | -4.4% |
| FIVG | Buy | ETF DEFIANCEmf closed and mf open | $106,000 | +21.8% | 2,537 | +6.3% | 0.04% | +7.5% |
| QCLN | Buy | FIRST TRUSTmf closed and mf open | $106,000 | +41.3% | 1,555 | +30.7% | 0.04% | +26.5% |
| TROW | PRICE T | $103,000 | 0.0% | 525 | 0.0% | 0.04% | -10.6% | |
| SPDW | Sell | SPDR PORTFOLIOmf closed and mf open | $104,000 | -69.0% | 2,838 | -69.4% | 0.04% | -72.7% |
| MGM | Buy | MGM RESORTS | $100,000 | +88.7% | 2,225 | +81.6% | 0.04% | +70.8% |
| XLU | SELECT UTILITIESxlu | $101,000 | +13.5% | 1,407 | 0.0% | 0.04% | 0.0% | |
| VGT | Sell | VANGUARD INFORMATIONmf closed and mf open | $100,000 | +9.9% | 218 | -4.4% | 0.04% | -2.4% |
| IYH | Buy | ISHARES U Smf closed and mf open | $99,000 | +560.0% | 330 | +489.3% | 0.04% | +471.4% |
| NZF | NUVEEN MUNICIPALmf closed and mf open | $97,000 | +2.1% | 5,672 | 0.0% | 0.04% | -11.4% | |
| CINF | Buy | CINCINNATI FINL | $96,000 | 0.0% | 844 | +0.1% | 0.04% | -11.4% |
| LESL | LESLIES INC | $97,000 | +15.5% | 4,100 | 0.0% | 0.04% | 0.0% | |
| IWP | Buy | ISHARES RUSSELLmf closed and mf open | $95,000 | +3.3% | 825 | +0.1% | 0.04% | -7.1% |
| SPTM | Sell | SPDR PORTFOLIOmf closed and mf open | $96,000 | -78.4% | 1,650 | -80.3% | 0.04% | -80.9% |
| F | Buy | FORD MOTOR | $95,000 | +46.2% | 4,583 | +0.0% | 0.04% | +30.0% |
| ACN | Buy | ACCENTURE PLC | $97,000 | +32.9% | 233 | +1.7% | 0.04% | +14.7% |
| GNL | GLOBAL NET | $94,000 | -5.1% | 6,155 | 0.0% | 0.04% | -15.6% | |
| VNQ | Sell | VANGUARD REALmf closed and mf open | $91,000 | +11.0% | 782 | -3.5% | 0.04% | -2.6% |
| VB | Buy | VANGUARD SMALLmf closed and mf open | $91,000 | +3.4% | 403 | +0.2% | 0.04% | -7.5% |
| XLE | Sell | SECTOR ENERGYmf closed and mf open | $89,000 | -27.0% | 1,608 | -31.3% | 0.04% | -35.7% |
| ADBE | Buy | ADOBE INC | $88,000 | +51.7% | 155 | +55.0% | 0.04% | +33.3% |
| AXP | AMERICAN EXPRESS | $85,000 | -2.3% | 522 | 0.0% | 0.04% | -12.5% | |
| HAL | Buy | HALLIBURTON COMPANY | $85,000 | +6.2% | 3,726 | +0.1% | 0.04% | -5.4% |
| PTNQ | Sell | PACER TRENDPILOTmf closed and mf open | $85,000 | -5.6% | 1,436 | -11.6% | 0.04% | -14.6% |
| VEA | Buy | VANGUARD FTSEmf closed and mf open | $86,000 | +2.4% | 1,675 | +0.4% | 0.04% | -10.3% |
| OEF | Sell | ISHARES S&Pmf closed and mf open | $84,000 | +7.7% | 385 | -3.0% | 0.03% | -5.6% |
| CAG | Buy | CONAGRA BRANDS | $84,000 | +7.7% | 2,450 | +6.5% | 0.03% | -5.6% |
| SOHO | Buy | SOTHERLY HOTELS | $83,000 | -1.2% | 39,500 | +21.1% | 0.03% | -12.8% |
| RBLX | Buy | ROBLOX CORP | $84,000 | +281.8% | 813 | +185.3% | 0.03% | +240.0% |
| XLB | Sell | SECTOR MATERIALSmf closed and mf open | $82,000 | -36.9% | 905 | -44.8% | 0.03% | -45.0% |
| V | Buy | VISA INC | $81,000 | +22.7% | 375 | +25.8% | 0.03% | +10.0% |
| TRGP | Sell | TARGA RESOURCES | $80,000 | -35.0% | 1,536 | -38.8% | 0.03% | -42.1% |
| DOW | Buy | DOW INCdow | $78,000 | +95.0% | 1,383 | +102.5% | 0.03% | +77.8% |
| XLY | CONSUMER DISCRETIONARYmf closed and mf open | $79,000 | +14.5% | 386 | 0.0% | 0.03% | 0.0% | |
| CWI | SPDR MSCImf closed and mf open | $77,000 | +1.3% | 2,630 | 0.0% | 0.03% | -11.4% | |
| IXUS | Buy | ISHARES CORE MSCI TOTL INTL STCK ETFmf closed and mf open | $77,000 | +1.3% | 1,083 | +1.0% | 0.03% | -11.4% |
| DES | Sell | WISDOMTREE U Smf closed and mf open | $77,000 | -2.5% | 2,355 | -7.8% | 0.03% | -13.9% |
| PHM | Buy | PULTEGROUP INC | $77,000 | +1000.0% | 1,350 | +800.0% | 0.03% | +933.3% |
| ATO | ATMOS ENERGY CORP | $76,000 | +18.8% | 726 | 0.0% | 0.03% | +6.9% | |
| QRTEA | QURATE RETAIL | $76,000 | -25.5% | 9,980 | 0.0% | 0.03% | -34.0% | |
| ETSY | Sell | ETSY INC | $76,000 | +4.1% | 348 | -1.4% | 0.03% | -8.8% |
| ED | Sell | CONSOLIDATED EDISON | $73,000 | -11.0% | 852 | -24.6% | 0.03% | -21.1% |
| TXN | TEXAS INSTRUMENTS | $73,000 | -1.4% | 386 | 0.0% | 0.03% | -11.8% | |
| VO | VANGUARD MIDmf closed and mf open | $73,000 | +7.4% | 287 | 0.0% | 0.03% | -3.2% | |
| NUE | Sell | NUCOR CORP | $73,000 | -21.5% | 640 | -32.4% | 0.03% | -30.2% |
| MAR | MARRIOTT INTL | $74,000 | +12.1% | 449 | 0.0% | 0.03% | 0.0% | |
| EQRR | Sell | PROSHARES EQUITIESmf closed and mf open | $74,000 | -1.3% | 1,453 | -6.2% | 0.03% | -11.8% |
| VHT | Buy | VANGUARD HEALTHmf closed and mf open | $74,000 | +13.8% | 279 | +6.1% | 0.03% | 0.0% |
| AGGY | Sell | WISDOMTREE YIELDmf closed and mf open | $71,000 | -74.9% | 1,377 | -74.8% | 0.03% | -77.7% |
| GPC | Sell | GENUINE PARTS | $72,000 | -15.3% | 511 | -27.1% | 0.03% | -25.6% |
| XLP | Buy | SECTOR CONSUMERmf closed and mf open | $72,000 | +227.3% | 938 | +194.0% | 0.03% | +190.0% |
| FSK | Buy | FS KKR | $71,000 | +2.9% | 3,395 | +7.9% | 0.03% | -9.4% |
| NKE | Buy | NIKE INC | $71,000 | +16.4% | 427 | +1.7% | 0.03% | +3.6% |
| GOLD | Buy | BARRICK GOLD | $69,000 | +6.2% | 3,627 | +1.2% | 0.03% | -6.7% |
| CALF | Buy | PACER U Smf closed and mf open | $66,000 | +1550.0% | 1,538 | +1438.0% | 0.03% | +1250.0% |
| D | DOMINION ENERGY | $67,000 | +8.1% | 853 | 0.0% | 0.03% | -3.6% | |
| AEP | Buy | AMERICAN ELECTRIC | $64,000 | +10.3% | 715 | +0.7% | 0.03% | -3.7% |
| EMR | Sell | EMERSON ELECTRIC | $63,000 | -27.6% | 682 | -26.4% | 0.03% | -35.0% |
| CMG | CHIPOTLE MEXICAN | $63,000 | -3.1% | 36 | 0.0% | 0.03% | -13.3% | |
| MET | METLIFE INC | $64,000 | 0.0% | 1,031 | 0.0% | 0.03% | -10.3% | |
| COWZ | Buy | PACER USmf closed and mf open | $63,000 | +8.6% | 1,335 | +0.6% | 0.03% | -3.7% |
| ES | Buy | EVERSOURCE ENERGY | $64,000 | +12.3% | 708 | +1.1% | 0.03% | 0.0% |
| RCL | Buy | ROYAL CARIBBEAN | $62,000 | +129.6% | 800 | +166.7% | 0.02% | +108.3% |
| EEM | ISHARES MSCImf closed and mf open | $62,000 | -3.1% | 1,273 | 0.0% | 0.02% | -13.8% | |
| AEE | AMEREN CORP | $61,000 | +10.9% | 680 | 0.0% | 0.02% | 0.0% | |
| PRU | Buy | PRUDENTIAL FINANCIAL | $61,000 | +3.4% | 565 | +0.2% | 0.02% | -7.4% |
| NVEE | Sell | NV5 GLOBAL | $61,000 | +15.1% | 440 | -18.5% | 0.02% | +4.2% |
| TILT | Buy | FLEXSHARES MORNINGSTARmf closed and mf open | $60,000 | +9.1% | 327 | +0.3% | 0.02% | -4.0% |
| CLX | Buy | CLOROX COMPANY | $60,000 | +5.3% | 346 | +1.2% | 0.02% | -7.7% |
| CCI | Buy | CROWN CASTLE | $58,000 | +20.8% | 279 | +0.4% | 0.02% | +9.1% |
| DBEU | X TRACKERSmf closed and mf open | $59,000 | +5.4% | 1,635 | 0.0% | 0.02% | -7.7% | |
| VYM | VANGUARD HIGHmf closed and mf open | $60,000 | +9.1% | 536 | 0.0% | 0.02% | -4.0% | |
| RODM | LATTICE HARTFORDrodm | $58,000 | 0.0% | 1,901 | 0.0% | 0.02% | -11.1% | |
| ORI | Sell | OLD REPUBLIC | $58,000 | -21.6% | 2,375 | -26.2% | 0.02% | -29.4% |
| JBL | JABIL INC | $56,000 | +19.1% | 800 | 0.0% | 0.02% | +4.5% | |
| SPMB | Sell | SPDR MORTGAGEmf closed and mf open | $56,000 | -74.0% | 2,191 | -73.7% | 0.02% | -76.8% |
| NOBL | PROSHARES TRUSTmf closed and mf open | $57,000 | +9.6% | 585 | 0.0% | 0.02% | -4.2% | |
| ILCB | Buy | ISHARES MORNINGSTARmf closed and mf open | $57,000 | +9.6% | 865 | +0.3% | 0.02% | -4.2% |
| ADM | Sell | ARCHER DANIELS | $56,000 | -23.3% | 822 | -32.1% | 0.02% | -32.4% |
| CHD | CHURCH & DWIGHT | $53,000 | +23.3% | 515 | 0.0% | 0.02% | +10.0% | |
| WDIV | SPDR INDEXmf closed and mf open | $55,000 | +1.9% | 825 | 0.0% | 0.02% | -12.0% | |
| LUV | Sell | SOUTHWEST AIRLINES | $54,000 | -49.1% | 1,255 | -38.9% | 0.02% | -55.1% |
| CORR | Buy | CORENERGY INFRASTRUCTURE | $55,000 | -23.6% | 17,675 | +8.6% | 0.02% | -33.3% |
| XHE | SPDR S&Pmf closed and mf open | $53,000 | -7.0% | 455 | 0.0% | 0.02% | -15.4% | |
| CLIX | PROSHARES TRmf closed and mf open | $52,000 | -20.0% | 938 | 0.0% | 0.02% | -30.0% | |
| IPAY | ETF MANAGERSmf closed and mf open | $48,000 | -14.3% | 821 | 0.0% | 0.02% | -23.1% | |
| BKH | Sell | BLACK HILLS | $48,000 | -36.0% | 678 | -43.1% | 0.02% | -41.2% |
| RZG | INVESCO S&Pmf closed and mf open | $48,000 | +4.3% | 289 | 0.0% | 0.02% | -4.8% | |
| ALGN | ALIGN TECHNOLOGY | $46,000 | -2.1% | 70 | 0.0% | 0.02% | -13.6% | |
| COST | COSTCO WHOLESALE | $47,000 | +27.0% | 82 | 0.0% | 0.02% | +11.8% | |
| NFG | Sell | NATIONAL FUEL | $47,000 | -17.5% | 740 | -31.8% | 0.02% | -26.9% |
| TPX | TEMPUR SEALY | $47,000 | +2.2% | 1,000 | 0.0% | 0.02% | -9.5% | |
| ORCL | Buy | ORACLE CORP | $44,000 | 0.0% | 508 | +0.4% | 0.02% | -10.0% |
| SON | Sell | SONOCO PRODUCTS CO | $44,000 | -41.3% | 764 | -39.0% | 0.02% | -47.1% |
| ARKK | Buy | ARK INNOVATIONmf closed and mf open | $45,000 | +650.0% | 477 | +854.0% | 0.02% | +500.0% |
| UAL | UNITED AIRLINES | $45,000 | -8.2% | 1,020 | 0.0% | 0.02% | -21.7% | |
| BDX | Buy | BECTON DICKINSON | $45,000 | +4.7% | 179 | +1.7% | 0.02% | -10.0% |
| NBR | Sell | NABORS INDUSTRIES | $45,000 | -19.6% | 560 | -3.4% | 0.02% | -30.8% |
| New | CALL 1 CITIGROUP INC NEWlisted options | $41,000 | – | 402 | +100.0% | 0.02% | – | |
| NVS | Buy | NOVARTIS AG | $42,000 | +44.8% | 475 | +34.2% | 0.02% | +30.8% |
| TOTL | Sell | SPDR DOUBLELINEmf closed and mf open | $43,000 | -79.8% | 901 | -79.5% | 0.02% | -82.7% |
| WBA | Sell | WALGREENS BOOTS | $42,000 | -20.8% | 804 | -28.2% | 0.02% | -29.2% |
| WDAY | WORKDAY INC CLASS Awday | $41,000 | +10.8% | 150 | 0.0% | 0.02% | 0.0% | |
| CONE | CYRUSONE INC | $43,000 | +16.2% | 480 | 0.0% | 0.02% | 0.0% | |
| SBRA | Sell | SABRA HEALTH | $43,000 | -31.7% | 3,173 | -26.1% | 0.02% | -41.4% |
| AMN | Buy | AMN HEALTHCARE | $43,000 | +53.6% | 353 | +42.3% | 0.02% | +30.8% |
| JNK | SPDR BLOOMBERGmf closed and mf open | $43,000 | 0.0% | 393 | 0.0% | 0.02% | -15.0% | |
| SNOW | SNOWFLAKE INC | $39,000 | +11.4% | 115 | 0.0% | 0.02% | 0.0% | |
| IYW | ISHARES TECHNOLOGYmf closed and mf open | $39,000 | +14.7% | 340 | 0.0% | 0.02% | 0.0% | |
| PHG | KONINKLIJKE PHILIPS | $40,000 | -16.7% | 1,072 | 0.0% | 0.02% | -27.3% | |
| ABNB | AIRBNB INC | $40,000 | 0.0% | 240 | 0.0% | 0.02% | -11.1% | |
| EWJ | ISHARES MSCImf closed and mf open | $39,000 | -2.5% | 576 | 0.0% | 0.02% | -11.1% | |
| UPS | UNITED PARCEL | $40,000 | +17.6% | 186 | 0.0% | 0.02% | 0.0% | |
| IIPR | INNOVATIVE INDUSTRIAL | $39,000 | +11.4% | 150 | 0.0% | 0.02% | 0.0% | |
| BKNG | New | BOOKING HOLDINGS | $36,000 | – | 15 | +100.0% | 0.02% | – |
| VBK | VANGUARD SMALLmf closed and mf open | $36,000 | +2.9% | 126 | 0.0% | 0.02% | -6.2% | |
| SNAP | SNAP INC | $36,000 | -35.7% | 760 | 0.0% | 0.02% | -42.3% | |
| XLC | Sell | SELECT SECTORmf closed and mf open | $38,000 | -55.3% | 493 | -53.6% | 0.02% | -61.5% |
| SPTI | Sell | SPDR INTERMEDIATEmf closed and mf open | $36,000 | -84.1% | 1,126 | -83.9% | 0.02% | -85.6% |
| SCHX | SCHWAB USmf closed and mf open | $34,000 | +9.7% | 302 | 0.0% | 0.01% | 0.0% | |
| EVRG | EVERGY INC | $34,000 | +9.7% | 500 | 0.0% | 0.01% | 0.0% | |
| VTI | VANGUARD TOTALmf closed and mf open | $35,000 | +9.4% | 146 | 0.0% | 0.01% | -6.7% | |
| AB | ALLIANCE BERNSTEINoil & gas, real estate and reit | $34,000 | -2.9% | 700 | 0.0% | 0.01% | -12.5% | |
| MRVL | MARVELL TECHNOLOGY | $35,000 | +45.8% | 400 | 0.0% | 0.01% | +27.3% | |
| QDEF | Buy | FLEXSHARES TRUSTmf closed and mf open | $34,000 | +13.3% | 570 | +0.7% | 0.01% | 0.0% |
| MO | Sell | ALTRIA GROUP | $31,000 | -41.5% | 651 | -44.0% | 0.01% | -45.8% |
| VIG | VANGUARD DIVIDENDmf closed and mf open | $33,000 | +13.8% | 190 | 0.0% | 0.01% | 0.0% | |
| LMBS | Buy | FIRST TRUSTmf closed and mf open | $31,000 | 0.0% | 628 | +4.0% | 0.01% | -7.1% |
| SDG | ISHARES MSCImf closed and mf open | $32,000 | -5.9% | 350 | 0.0% | 0.01% | -18.8% | |
| ENB | Buy | ENBRIDGE INC | $32,000 | -3.0% | 821 | +0.1% | 0.01% | -13.3% |
| FRT | Sell | FEDERAL REALTY | $32,000 | -41.8% | 234 | -50.2% | 0.01% | -48.0% |
| SPIB | Sell | SPDR PORTFOLIOmf closed and mf open | $33,000 | -81.6% | 916 | -81.3% | 0.01% | -84.1% |
| DE | DEERE & CO | $31,000 | +3.3% | 90 | 0.0% | 0.01% | -7.1% | |
| DEEP | ETF ROUNDHILLmf closed and mf open | $32,000 | +10.3% | 853 | 0.0% | 0.01% | 0.0% | |
| LUCID GROUP | $33,000 | +50.0% | 860 | 0.0% | 0.01% | +30.0% | ||
| SAVE | SPIRIT AIRLINES | $33,000 | -15.4% | 1,500 | 0.0% | 0.01% | -27.8% | |
| STM | Buy | STMICROELECTRONICS N V | $32,000 | +45.5% | 650 | +30.0% | 0.01% | +30.0% |
| UBSI | Sell | UNITED BANKSHARES | $31,000 | -48.3% | 851 | -48.0% | 0.01% | -53.6% |
| EIC | Sell | EAGLE POINTmf closed and mf open | $29,000 | -14.7% | 1,698 | -12.8% | 0.01% | -25.0% |
| CCL | CARNIVAL CORP | $30,000 | -21.1% | 1,511 | 0.0% | 0.01% | -29.4% | |
| IWB | ISHARES RUSSELLmf closed and mf open | $29,000 | +7.4% | 111 | 0.0% | 0.01% | 0.0% | |
| COF | Buy | CAPITAL ONE | $29,000 | +20.8% | 200 | +33.3% | 0.01% | +9.1% |
| PFF | ISHARES U Spff | $30,000 | +3.4% | 755 | 0.0% | 0.01% | -7.7% | |
| PLD | PROLOGIS INC | $30,000 | +36.4% | 176 | 0.0% | 0.01% | +20.0% | |
| VGK | VANGUARD FTSEmf closed and mf open | $29,000 | +3.6% | 432 | 0.0% | 0.01% | -7.7% | |
| UHT | Sell | UNIVERSAL HEALTH RLTY | $30,000 | -33.3% | 507 | -37.2% | 0.01% | -42.9% |
| BIL | SPDR BLOOMBERGmf closed and mf open | $27,000 | 0.0% | 299 | 0.0% | 0.01% | -8.3% | |
| RH | RH | $27,000 | -18.2% | 50 | 0.0% | 0.01% | -26.7% | |
| OMFL | Sell | INVESCO RUSSELLmf closed and mf open | $27,000 | -69.7% | 524 | -72.7% | 0.01% | -73.2% |
| XLNX | Buy | XILINX INC | $28,000 | +86.7% | 130 | +30.0% | 0.01% | +57.1% |
| SPLV | Sell | INVESCO EXCHANGEmf closed and mf open | $27,000 | -10.0% | 399 | -20.0% | 0.01% | -21.4% |
| RYLD | Buy | GLOBAL RUSSELLmf closed and mf open | $27,000 | +42.1% | 1,110 | +44.2% | 0.01% | +22.2% |
| TLT | Sell | ISHARES 20 YR TR BD ETFmf closed and mf open | $27,000 | 0.0% | 184 | -1.1% | 0.01% | -8.3% |
| DLR | DIGITAL REALTY | $27,000 | +22.7% | 150 | 0.0% | 0.01% | +10.0% | |
| AZN | Sell | ASTRAZENECA PLC | $26,000 | -49.0% | 447 | -47.2% | 0.01% | -52.2% |
| IYLD | ISHARES MORNINGSTARmf closed and mf open | $28,000 | 0.0% | 1,170 | 0.0% | 0.01% | -15.4% | |
| CTBI | Sell | COMMUNITY TRUST | $27,000 | -40.0% | 610 | -43.1% | 0.01% | -47.6% |
| BLD | TOPBUILD CORP | $28,000 | +40.0% | 100 | 0.0% | 0.01% | +22.2% | |
| KNG | New | FIRST TRUSTmf closed and mf open | $28,000 | – | 489 | +100.0% | 0.01% | – |
| LEG | Sell | LEGGETT & PLATT | $27,000 | -55.0% | 666 | -50.0% | 0.01% | -60.7% |
| PM | PHILIP MORRIS | $28,000 | 0.0% | 293 | 0.0% | 0.01% | -15.4% | |
| MUB | Buy | ISHARES NATIONALmf closed and mf open | $27,000 | 0.0% | 235 | +0.9% | 0.01% | -8.3% |
| STZ | CONSTELLATION BRANDS | $27,000 | +17.4% | 109 | 0.0% | 0.01% | 0.0% | |
| UVV | Sell | UNIVERSAL CORP VA | $27,000 | -43.8% | 497 | -50.1% | 0.01% | -50.0% |
| ZM | Sell | ZOOM VIDEO | $26,000 | -36.6% | 141 | -9.6% | 0.01% | -42.1% |
| MFC | MANULIFE FINANCIAL | $28,000 | -3.4% | 1,485 | 0.0% | 0.01% | -15.4% | |
| GWW | GRAINGER W W | $25,000 | +31.6% | 48 | 0.0% | 0.01% | +11.1% | |
| PUK | PRUDENTIAL PLC | $25,000 | -13.8% | 740 | 0.0% | 0.01% | -23.1% | |
| MMTM | SPDR S&Pmf closed and mf open | $25,000 | +8.7% | 125 | 0.0% | 0.01% | -9.1% | |
| GTO | Buy | INVESCO TOTAL RETURN BOND ETFmf closed and mf open | $25,000 | +19.0% | 440 | +15.5% | 0.01% | 0.0% |
| NAVI | NAVIENT CORP | $25,000 | +8.7% | 1,171 | 0.0% | 0.01% | -9.1% | |
| SPEM | Sell | SPDR PORTFOLIOmf closed and mf open | $25,000 | -70.9% | 610 | -69.8% | 0.01% | -75.0% |
| TGTX | Sell | TG THERAPEUTICS INCtgtx | $24,000 | -65.7% | 1,275 | -39.3% | 0.01% | -68.8% |
| XRT | Buy | SPDR SERIESmf closed and mf open | $25,000 | 0.0% | 276 | +0.4% | 0.01% | -9.1% |
| NVR | NVR INC | $24,000 | +26.3% | 4 | 0.0% | 0.01% | +11.1% | |
| IMKTA | INGLES MARKETS | $24,000 | +33.3% | 276 | 0.0% | 0.01% | +25.0% | |
| VBR | VANGUARD SMALLmf closed and mf open | $25,000 | +8.7% | 138 | 0.0% | 0.01% | -9.1% | |
| ECL | Buy | ECOLAB INC | $25,000 | +13.6% | 108 | +0.9% | 0.01% | 0.0% |
| PXE | INVESCO DYNAMICmf closed and mf open | $25,000 | 0.0% | 1,298 | 0.0% | 0.01% | -9.1% | |
| SBLK | New | STAR BULK | $25,000 | – | 1,120 | +100.0% | 0.01% | – |
| PTMC | PACER TRENDPILOTmf closed and mf open | $24,000 | +4.3% | 665 | 0.0% | 0.01% | -9.1% | |
| DJP | BARCLAYS BANKpreferred stock | $24,000 | -4.0% | 848 | 0.0% | 0.01% | -9.1% | |
| TRP | New | TC ENERGY | $21,000 | – | 450 | +100.0% | 0.01% | – |
| GLW | CORNING INC | $22,000 | 0.0% | 600 | 0.0% | 0.01% | -10.0% | |
| GD | Buy | GENERAL DYNAMICS | $23,000 | +15.0% | 108 | +3.8% | 0.01% | 0.0% |
| CI | CIGNA CORP | $22,000 | +15.8% | 97 | 0.0% | 0.01% | 0.0% | |
| NCLH | NORWEGIAN CRUISE | $23,000 | -23.3% | 1,125 | 0.0% | 0.01% | -35.7% | |
| DSI | ISHARES MSCImf closed and mf open | $23,000 | +9.5% | 251 | 0.0% | 0.01% | -10.0% | |
| ITB | New | ISHARES U Smf closed and mf open | $21,000 | – | 250 | +100.0% | 0.01% | – |
| PEP | Buy | PEPSICO INC | $23,000 | +21.1% | 131 | +4.0% | 0.01% | 0.0% |
| USAC | Sell | USA COMPRESSION | $22,000 | -33.3% | 1,265 | -36.6% | 0.01% | -40.0% |
| USB | Buy | U S BANCORP DE | $22,000 | 0.0% | 385 | +3.2% | 0.01% | -10.0% |
| PTON | Sell | PELOTON INTERACTIVE INCpton | $22,000 | -75.6% | 620 | -39.8% | 0.01% | -78.0% |
| Buy | DERMTECH INCdmtk | $21,000 | -43.2% | 1,355 | +15.8% | 0.01% | -47.1% | |
| DFS | DISCOVER FINANCIAL | $23,000 | -8.0% | 200 | 0.0% | 0.01% | -18.2% | |
| KKR | KKR & CO | $21,000 | +23.5% | 285 | 0.0% | 0.01% | +12.5% | |
| USO | UNITED STATESmf closed and mf open | $22,000 | 0.0% | 413 | 0.0% | 0.01% | -10.0% | |
| HYLS | Sell | FIRST TRUSTmf closed and mf open | $21,000 | -16.0% | 432 | -15.8% | 0.01% | -18.2% |
| PFLD | Buy | ETF SERmf closed and mf open | $23,000 | +53.3% | 905 | +53.4% | 0.01% | +28.6% |
| New | ORION OFFICE | $22,000 | – | 1,192 | +100.0% | 0.01% | – | |
| MJ | Sell | ETFMG ALTERNATIVEmf closed and mf open | $22,000 | -46.3% | 1,979 | -30.6% | 0.01% | -52.6% |
| New | RIVIAN AUTOMOTIVE | $23,000 | – | 220 | +100.0% | 0.01% | – | |
| OLN | Buy | OLIN CORP | $23,000 | +15.0% | 407 | +0.2% | 0.01% | 0.0% |
| VFH | VANGUARD FINANCIALSmf closed and mf open | $23,000 | +4.5% | 238 | 0.0% | 0.01% | -10.0% | |
| VFC | Buy | V F CORP | $19,000 | +11.8% | 263 | +4.0% | 0.01% | 0.0% |
| PTIN | Sell | PACER TRENDPILOTmf closed and mf open | $20,000 | -16.7% | 695 | -15.8% | 0.01% | -27.3% |
| IDNA | Sell | ISHARES GENOMICSmf closed and mf open | $20,000 | -58.3% | 453 | -52.4% | 0.01% | -63.6% |
| New | PORTILLO'S INC | $19,000 | – | 518 | +100.0% | 0.01% | – | |
| MDLZ | MONDELEZ INTERNATIONAL | $20,000 | +17.6% | 300 | 0.0% | 0.01% | 0.0% | |
| PKW | INVESCO BUYBACKmf closed and mf open | $20,000 | +5.3% | 208 | 0.0% | 0.01% | -11.1% | |
| MED | MEDIFAST INC | $19,000 | +11.8% | 90 | 0.0% | 0.01% | 0.0% | |
| QDF | Buy | FLEXSHARES TRUSTmf closed and mf open | $19,000 | +11.8% | 310 | +0.6% | 0.01% | 0.0% |
| WEYS | Sell | WEYCO GROUP | $19,000 | -5.0% | 811 | -8.0% | 0.01% | -11.1% |
| DAL | DELTA AIRLINES | $20,000 | -9.1% | 515 | 0.0% | 0.01% | -20.0% | |
| FNY | FIRST TRUSTmf closed and mf open | $19,000 | +5.6% | 250 | 0.0% | 0.01% | 0.0% | |
| FYT | FIRST TRUSTmf closed and mf open | $19,000 | +11.8% | 350 | 0.0% | 0.01% | 0.0% | |
| NXTG | Buy | FIRST TRUSTmf closed and mf open | $18,000 | +20.0% | 215 | +8.6% | 0.01% | 0.0% |
| TSM | TAIWAN SEMICONDUCTOR | $18,000 | +5.9% | 150 | 0.0% | 0.01% | -12.5% | |
| FEMS | Sell | FIRST TRUSTmf closed and mf open | $18,000 | -28.0% | 453 | -22.0% | 0.01% | -36.4% |
| RTX | Buy | RAYTHEON TECHNOLOGIES | $18,000 | +5.9% | 205 | +3.0% | 0.01% | -12.5% |
| APD | Buy | AIR PRODUCTS | $16,000 | +23.1% | 52 | +6.1% | 0.01% | +16.7% |
| WSO | WATSCO INC | $16,000 | +23.1% | 50 | 0.0% | 0.01% | +16.7% | |
| FTXR | FIRST TRUSTmf closed and mf open | $17,000 | +13.3% | 500 | 0.0% | 0.01% | 0.0% | |
| IMCG | ISHARES MORNINGSTARmf closed and mf open | $18,000 | +12.5% | 239 | 0.0% | 0.01% | 0.0% | |
| CPT | CAMDEN PROPERTY | $17,000 | +21.4% | 96 | 0.0% | 0.01% | +16.7% | |
| DVY | ISHARES SELECTmf closed and mf open | $18,000 | +5.9% | 150 | 0.0% | 0.01% | -12.5% | |
| OMCL | OMNICELL INC | $18,000 | +20.0% | 100 | 0.0% | 0.01% | 0.0% | |
| ILCG | ISHARES MORNINGSTARmf closed and mf open | $17,000 | +6.2% | 240 | 0.0% | 0.01% | 0.0% | |
| AMT | Buy | AMERICAN TOWER | $16,000 | +220.0% | 53 | +165.0% | 0.01% | +250.0% |
| QLC | Buy | FLEXSHARES U Smf closed and mf open | $17,000 | +13.3% | 319 | +0.3% | 0.01% | 0.0% |
| SSSS | New | SURO CAPITAL | $17,000 | – | 1,293 | +100.0% | 0.01% | – |
| RENEW ENERGY | $16,000 | -20.0% | 2,000 | 0.0% | 0.01% | -22.2% | ||
| FLTR | Buy | VANECK INVESTMENTmf closed and mf open | $18,000 | 0.0% | 721 | +0.1% | 0.01% | -12.5% |
| CEQP | Sell | CRESTWOOD EQUITY | $17,000 | -19.0% | 600 | -20.0% | 0.01% | -30.0% |
| MAS | Buy | MASCO CORP | $18,000 | +28.6% | 250 | +0.4% | 0.01% | +16.7% |
| IAU | ISHARES GOLD | $17,000 | 0.0% | 500 | 0.0% | 0.01% | -12.5% | |
| AWAY | Buy | ETF MANAGERSmf closed and mf open | $18,000 | +157.1% | 750 | +200.0% | 0.01% | +133.3% |
| ALC | ALCON INC | $17,000 | +6.2% | 200 | 0.0% | 0.01% | 0.0% | |
| FIS | Buy | FIDELITY NATIONAL | $17,000 | -10.5% | 155 | +0.6% | 0.01% | -22.2% |
| CHTR | CHARTER COMMUNICATIONS | $16,000 | -11.1% | 25 | 0.0% | 0.01% | -12.5% | |
| ACAD | ACADIA PHARMACEUTICAL | $16,000 | +33.3% | 700 | 0.0% | 0.01% | +16.7% | |
| SNV | SYNOVUS FINANCIAL | $16,000 | +6.7% | 344 | 0.0% | 0.01% | 0.0% | |
| CYBR | CYBER ARK | $17,000 | +6.2% | 100 | 0.0% | 0.01% | 0.0% | |
| MNST | MONSTER BEVERAGE | $16,000 | +6.7% | 166 | 0.0% | 0.01% | 0.0% | |
| HEWG | ISHARES CURRENCYmf closed and mf open | $16,000 | 0.0% | 490 | 0.0% | 0.01% | 0.0% | |
| TT | TRANE TECHNOLOGIES | $17,000 | +21.4% | 84 | 0.0% | 0.01% | +16.7% | |
| SCHD | Buy | SCHWAB USmf closed and mf open | $17,000 | +13.3% | 213 | +7.6% | 0.01% | 0.0% |
| AMAT | APPLIED MATERIALS | $16,000 | +23.1% | 100 | 0.0% | 0.01% | +16.7% | |
| CMI | Buy | CUMMINS INC | $16,000 | 0.0% | 72 | +1.4% | 0.01% | 0.0% |
| SRLN | Sell | SPDR BLACKSTONEmf closed and mf open | $15,000 | -82.8% | 321 | -82.9% | 0.01% | -85.0% |
| GENY | PRINCIPAL MILLENNIALSmf closed and mf open | $14,000 | -6.7% | 250 | 0.0% | 0.01% | -14.3% | |
| IYF | ISHARES U Smf closed and mf open | $14,000 | +7.7% | 160 | 0.0% | 0.01% | 0.0% | |
| IWM | Buy | ISHARES RUSSELLmf closed and mf open | $14,000 | 0.0% | 64 | +3.2% | 0.01% | 0.0% |
| DGRW | Sell | WISDOMTREE TRUSTmf closed and mf open | $15,000 | -80.3% | 228 | -82.2% | 0.01% | -82.9% |
| AMCR | AMCOR PLC | $14,000 | 0.0% | 1,203 | 0.0% | 0.01% | 0.0% | |
| IWD | ISHARES RUSSELLmf closed and mf open | $14,000 | +7.7% | 81 | 0.0% | 0.01% | 0.0% | |
| OGN | Sell | ORGANON & CO | $14,000 | -12.5% | 448 | -10.6% | 0.01% | -14.3% |
| CF | Sell | CF INDUSTRIES | $14,000 | -17.6% | 201 | -33.0% | 0.01% | -25.0% |
| RC | Buy | READY CAPITAL | $14,000 | +75.0% | 875 | +52.2% | 0.01% | +50.0% |
| PINS | PINTEREST INC | $15,000 | -25.0% | 400 | 0.0% | 0.01% | -33.3% | |
| ANET | Buy | ARISTA NETWORKS | $14,000 | +55.6% | 100 | +300.0% | 0.01% | +50.0% |
| GNTX | GENTEX CORP | $15,000 | +7.1% | 425 | 0.0% | 0.01% | 0.0% | |
| VTV | VANGUARD VALUEmf closed and mf open | $14,000 | +7.7% | 98 | 0.0% | 0.01% | 0.0% | |
| ITW | Buy | ILLINOIS TOOL | $14,000 | +40.0% | 55 | +10.0% | 0.01% | +20.0% |
| HRL | HORMEL FOODS | $15,000 | +15.4% | 317 | 0.0% | 0.01% | 0.0% | |
| NYMT | NEW YORK | $15,000 | -11.8% | 4,000 | 0.0% | 0.01% | -25.0% | |
| OXY | OCCIDENTAL PETROLEUM | $14,000 | -6.7% | 500 | 0.0% | 0.01% | -14.3% | |
| SHAK | SHAKE SHACK | $14,000 | -12.5% | 200 | 0.0% | 0.01% | -14.3% | |
| JBLU | New | JETBLUE AIRWAYS | $14,000 | – | 1,000 | +100.0% | 0.01% | – |
| SRE | New | SEMPRA | $13,000 | – | 100 | +100.0% | 0.01% | – |
| TER | TERADYNE INC | $13,000 | +44.4% | 78 | 0.0% | 0.01% | +25.0% | |
| BX | BLACKSTONE INC | $13,000 | +8.3% | 100 | 0.0% | 0.01% | -16.7% | |
| XPEV | XPENG INC | $13,000 | +44.4% | 250 | 0.0% | 0.01% | +25.0% | |
| CTSH | COGNIZANT TECH | $12,000 | +20.0% | 136 | 0.0% | 0.01% | 0.0% | |
| SKYY | Buy | FIRST TRUSTmf closed and mf open | $13,000 | +30.0% | 128 | +39.1% | 0.01% | 0.0% |
| ICE | INTERCONTINENTAL EXCH | $13,000 | +18.2% | 93 | 0.0% | 0.01% | 0.0% | |
| VTRS | Sell | VIATRIS INC | $13,000 | -7.1% | 928 | -12.4% | 0.01% | -16.7% |
| IEMG | ISHARES COREmf closed and mf open | $13,000 | -7.1% | 220 | 0.0% | 0.01% | -16.7% | |
| KMI | Buy | KINDER MORGAN | $12,000 | -7.7% | 786 | +0.6% | 0.01% | -16.7% |
| ARCC | Sell | ARES CAPITALmf closed and mf open | $13,000 | -31.6% | 600 | -36.8% | 0.01% | -44.4% |
| VEEV | VEEVA SYSTEMS | $12,000 | -14.3% | 47 | 0.0% | 0.01% | -16.7% | |
| VCLT | VANGUARD LONGmf closed and mf open | $13,000 | 0.0% | 123 | 0.0% | 0.01% | -16.7% | |
| VPU | VANGUARD UTILITIESmf closed and mf open | $12,000 | +20.0% | 75 | 0.0% | 0.01% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS | $12,000 | +20.0% | 42 | 0.0% | 0.01% | 0.0% | |
| OSK | OSHKOSH CORP | $12,000 | +9.1% | 104 | 0.0% | 0.01% | 0.0% | |
| New | VANECK INTERNATIONAL INVESTORS GOLD Yiniyx | $13,000 | – | 1,235 | +100.0% | 0.01% | – | |
| New | PGIM JENNISON EMERGING MARKETS EQ OPPS Zpdezx | $12,000 | – | 552 | +100.0% | 0.01% | – | |
| New | PGIM JENNISON GLOBAL OPPORTUNITIES Zprjzx | $12,000 | – | 258 | +100.0% | 0.01% | – | |
| XAR | SPDR S&Pmf closed and mf open | $12,000 | -7.7% | 106 | 0.0% | 0.01% | -16.7% | |
| SCHB | New | SCHWAB USmf closed and mf open | $12,000 | – | 104 | +100.0% | 0.01% | – |
| NLY | ANNALY CAPITAL | $10,000 | -9.1% | 1,300 | 0.0% | 0.00% | -20.0% | |
| PNC | PNC FINANCIAL | $10,000 | 0.0% | 50 | 0.0% | 0.00% | -20.0% | |
| PWC | Buy | INVESCO DYNAMICmf closed and mf open | $11,000 | 0.0% | 91 | +1.1% | 0.00% | -20.0% |
| PPL | PPL CORP | $9,000 | +12.5% | 290 | 0.0% | 0.00% | 0.0% | |
| NSP | INSPERITY INC | $10,000 | 0.0% | 87 | 0.0% | 0.00% | -20.0% | |
| CME | CME GROUP | $11,000 | +10.0% | 50 | 0.0% | 0.00% | -20.0% | |
| LEVI | LEVI STRAUSS | $10,000 | 0.0% | 400 | 0.0% | 0.00% | -20.0% | |
| ACRE | Buy | ARES COMMERCIAL | $9,000 | +50.0% | 600 | +50.0% | 0.00% | +33.3% |
| OKE | ONEOK INC | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| KNBE | KNOWBE4 INC | $10,000 | +11.1% | 425 | 0.0% | 0.00% | 0.0% | |
| MPLX | Sell | MPLXoil & gas, real estate and reit | $9,000 | -70.0% | 300 | -71.4% | 0.00% | -71.4% |
| TWTR | TWITTER INC | $11,000 | -26.7% | 250 | 0.0% | 0.00% | -42.9% | |
| CRBN | ISHARES MSCImf closed and mf open | $9,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| GXF | New | GLOBAL Xmf closed and mf open | $10,000 | – | 336 | +100.0% | 0.00% | – |
| PSEC | Buy | PROSPECT CAPITALmf closed and mf open | $11,000 | +10.0% | 1,276 | +1.3% | 0.00% | -20.0% |
| TXRH | TEXAS ROADHOUSE | $9,000 | -10.0% | 106 | 0.0% | 0.00% | -20.0% | |
| VXF | VANGUARD EXTENDEDmf closed and mf open | $11,000 | 0.0% | 62 | 0.0% | 0.00% | -20.0% | |
| RGR | Buy | STURM RUGER | $11,000 | 0.0% | 157 | +1.3% | 0.00% | -20.0% |
| SWBI | Sell | SMITH & WESSON | $9,000 | -30.8% | 505 | -19.8% | 0.00% | -33.3% |
| VLO | VALERO ENERGY | $10,000 | 0.0% | 138 | 0.0% | 0.00% | -20.0% | |
| VEU | VANGUARD FTSEmf closed and mf open | $11,000 | 0.0% | 177 | 0.0% | 0.00% | -20.0% | |
| NWN | NORTHWEST NATURAL | $9,000 | 0.0% | 193 | 0.0% | 0.00% | 0.0% | |
| VCSH | Sell | VANGUARD SHORTmf closed and mf open | $11,000 | -38.9% | 130 | -39.8% | 0.00% | -50.0% |
| OCGN | Sell | OCUGEN INC | $9,000 | -40.0% | 1,990 | -2.9% | 0.00% | -42.9% |
| GLPI | New | GAMING & LEISURE | $10,000 | – | 200 | +100.0% | 0.00% | – |
| FLGT | FULGENT GENETICS | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% | |
| LEGR | FIRST INDXXmf closed and mf open | $9,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% | |
| FV | FIRST TRST DORSEY WRIGHTFOCUS 5 ETFfv | $9,000 | +12.5% | 178 | 0.0% | 0.00% | 0.0% | |
| IHI | ISHARES U Smf closed and mf open | $10,000 | +11.1% | 151 | 0.0% | 0.00% | 0.0% | |
| FBT | FIRST TRUSTmf closed and mf open | $11,000 | -8.3% | 70 | 0.0% | 0.00% | -33.3% | |
| FIW | FIRST TRUSTmf closed and mf open | $9,000 | +12.5% | 97 | 0.0% | 0.00% | 0.0% | |
| UTG | New | REAVES UTILITYmf closed and mf open | $11,000 | – | 300 | +100.0% | 0.00% | – |
| NYMX | Buy | NYMOX PHARMACEUTICAL | $10,000 | +66.7% | 8,000 | +166.7% | 0.00% | +33.3% |
| IGF | ISHARES GLOBALmf closed and mf open | $9,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% | |
| PSX | Buy | PHILLIPS 66 | $9,000 | 0.0% | 129 | +4.9% | 0.00% | 0.0% |
| PSXP | Sell | PHILLIPS 66 | $10,000 | -52.4% | 275 | -52.2% | 0.00% | -60.0% |
| IUSV | ISHARES CORE S&P US VALUE ETFiusv | $10,000 | +11.1% | 132 | 0.0% | 0.00% | 0.0% | |
| EWN | ISHARES MSCImf closed and mf open | $9,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% | |
| EWP | Sell | ISHARES MSCImf closed and mf open | $11,000 | -26.7% | 435 | -23.7% | 0.00% | -42.9% |
| PAA | PLAINS ALLoil & gas, real estate and reit | $9,000 | -10.0% | 950 | 0.0% | 0.00% | -20.0% | |
| KNOP | KNOT OFFSHORE | $9,000 | -30.8% | 700 | 0.0% | 0.00% | -33.3% | |
| EOI | EATON VANCEmf closed and mf open | $10,000 | +11.1% | 500 | 0.0% | 0.00% | 0.0% | |
| JETS | Buy | ETF SERmf closed and mf open | $9,000 | -10.0% | 425 | +0.2% | 0.00% | -20.0% |
| New | DIGITAL WORLD | $9,000 | – | 172 | +100.0% | 0.00% | – | |
| XRAY | DENTSPLY SIRONA | $9,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| PLAY | DAVE & BUSTERS | $11,000 | 0.0% | 275 | 0.0% | 0.00% | -20.0% | |
| ESPO | Buy | VANECK VIDEOmf closed and mf open | $9,000 | +12.5% | 131 | +0.8% | 0.00% | 0.0% |
| AGNC | AGNC INVESTMENT | $7,000 | 0.0% | 460 | 0.0% | 0.00% | 0.0% | |
| SPIP | SPDR TIPSmf closed and mf open | $7,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% | |
| CRY | CRYOLIFE INC | $8,000 | -11.1% | 390 | 0.0% | 0.00% | -25.0% | |
| WEN | WENDYS CO | $8,000 | 0.0% | 350 | 0.0% | 0.00% | -25.0% | |
| XPH | SPDR SERIESmf closed and mf open | $7,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| CCAP | CRESCENT CAPITAL | $8,000 | -11.1% | 450 | 0.0% | 0.00% | -25.0% | |
| PREDICTIVE ONCOLOGY | $8,000 | -27.3% | 7,963 | 0.0% | 0.00% | -40.0% | ||
| SONY | Sell | SONY GROUP | $8,000 | -55.6% | 60 | -62.5% | 0.00% | -62.5% |
| SONO | SONOS INC | $7,000 | -12.5% | 250 | 0.0% | 0.00% | -25.0% | |
| MVO | MV OIL | $8,000 | 0.0% | 950 | 0.0% | 0.00% | -25.0% | |
| IYR | ISHARES U Smf closed and mf open | $8,000 | +14.3% | 70 | 0.0% | 0.00% | 0.0% | |
| CRS | CARPENTER TECHNOLGY | $7,000 | -12.5% | 243 | 0.0% | 0.00% | -25.0% | |
| GME | Buy | GAMESTOP CORP | $8,000 | – | 54 | +100.0% | 0.00% | – |
| MYGN | MYRIAD GENETICS INC | $7,000 | -12.5% | 250 | 0.0% | 0.00% | -25.0% | |
| INFI | INFINITY PHARMACEUTICALS | $8,000 | -33.3% | 3,500 | 0.0% | 0.00% | -50.0% | |
| EFAV | ISHARES MSCImf closed and mf open | $7,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
| ESS | ESSEX PROPERTY | $8,000 | +14.3% | 23 | 0.0% | 0.00% | 0.0% | |
| MPW | MEDICAL PROPERTIES | $8,000 | +33.3% | 321 | 0.0% | 0.00% | 0.0% | |
| BTI | BRITISH AMERN | $7,000 | +16.7% | 175 | 0.0% | 0.00% | 0.0% | |
| VOD | Sell | VODAFONE GROUP | $7,000 | -87.0% | 500 | -85.7% | 0.00% | -88.0% |
| TEVA | TEVA PHARMACEUTICAL | $8,000 | -20.0% | 1,000 | 0.0% | 0.00% | -40.0% | |
| KHC | KRAFT HEINZ | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| NEWT | New | NEWTEK BUSINESSmf closed and mf open | $7,000 | – | 250 | +100.0% | 0.00% | – |
| NRZ | Sell | NEW RESIDENTIAL | $7,000 | -36.4% | 660 | -35.9% | 0.00% | -40.0% |
| ATVI | New | ACTIVISION BLIZZARD | $7,000 | – | 100 | +100.0% | 0.00% | – |
| SCI | SERVICE CORP | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| SILK | SILK ROAD | $8,000 | -27.3% | 195 | 0.0% | 0.00% | -40.0% | |
| BNDX | VANGUARD TOTALmf closed and mf open | $5,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| NMFC | NEW MOUNTAINmf closed and mf open | $5,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
| MGA | MAGNA INTERNATIONAL | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| VAW | VANGUARD MATERIALSmf closed and mf open | $6,000 | +20.0% | 30 | 0.0% | 0.00% | 0.0% | |
| LUMN | LUMEN TECHNOLOGIES | $6,000 | 0.0% | 487 | 0.0% | 0.00% | -33.3% | |
| LTHM | LIVENT CORP | $4,000 | +33.3% | 150 | 0.0% | 0.00% | +100.0% | |
| BND | Sell | VANGUARD TOTALmf closed and mf open | $5,000 | -72.2% | 56 | -73.5% | 0.00% | -75.0% |
| KTOS | KRATOS DEFENSE | $6,000 | -14.3% | 300 | 0.0% | 0.00% | -33.3% | |
| SMMV | ISHARES MSCImf closed and mf open | $5,000 | +25.0% | 120 | 0.0% | 0.00% | 0.0% | |
| PLTR | Sell | PALANTIR TECHNOLOGIES | $4,000 | -60.0% | 200 | -50.0% | 0.00% | -60.0% |
| PAYX | Buy | PAYCHEX INC | $6,000 | +50.0% | 43 | +30.3% | 0.00% | 0.0% |
| VUG | VANGUARD GROWTHmf closed and mf open | $5,000 | +25.0% | 15 | 0.0% | 0.00% | 0.0% | |
| GOVT | ISHARES U Smf closed and mf open | $5,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| IYE | ISHARES U Smf closed and mf open | $4,000 | 0.0% | 139 | 0.0% | 0.00% | 0.0% | |
| XMLV | INVESCO EXCHANGEmf closed and mf open | $4,000 | +33.3% | 65 | 0.0% | 0.00% | +100.0% | |
| New | VOYA STRATEGIC INCOME OPPORTUNITIES Iiisix | $6,000 | – | 631 | +100.0% | 0.00% | – | |
| ALLY | ALLY FINANCIAL | $5,000 | -16.7% | 109 | 0.0% | 0.00% | -33.3% | |
| HR | HEALTHCARE REALTY TR INC | $5,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
| HSBC | HSBC HOLDINGS | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| HCI | HCI GROUP | $5,000 | -16.7% | 57 | 0.0% | 0.00% | -33.3% | |
| PGR | Buy | PROGRESSIVE CORP | $6,000 | +20.0% | 56 | +1.8% | 0.00% | 0.0% |
| ALB | ALBEMARLE CORP | $4,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| SDIV | GLOBAL Xmf closed and mf open | $6,000 | 0.0% | 450 | 0.0% | 0.00% | -33.3% | |
| GPN | GLOBAL PAYMENTS | $6,000 | 0.0% | 41 | 0.0% | 0.00% | -33.3% | |
| AVT | AVNET INC | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BLCN | SIREN NASDAQmf closed and mf open | $5,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| GERN | GERON CORP | $6,000 | -14.3% | 5,000 | 0.0% | 0.00% | -33.3% | |
| PSTG | PURE STORAGE | $5,000 | +25.0% | 150 | 0.0% | 0.00% | 0.0% | |
| FIXD | FIRST TRUST TCW OPPORTUNISTIC FI ETFmf closed and mf open | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
| FTXL | Sell | FIRST TRUSTmf closed and mf open | $4,000 | -20.0% | 50 | -28.6% | 0.00% | 0.0% |
| FEX | FIRST TRUSTmf closed and mf open | $6,000 | 0.0% | 68 | 0.0% | 0.00% | -33.3% | |
| RF | REGIONS FINANCIAL | $4,000 | 0.0% | 199 | 0.0% | 0.00% | 0.0% | |
| WHF | WHITEHORSE FINANCEmf closed and mf open | $4,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| SHIP | SEANERGY MARITIME | $5,000 | -28.6% | 5,000 | 0.0% | 0.00% | -33.3% | |
| ROKU | New | ROKU INC | $6,000 | – | 25 | +100.0% | 0.00% | – |
| FSLY | FASTLY INC | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| EXPE | EXPEDIA GROUP | $5,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| New | T. ROWE PRICE GLOBAL STOCKprgsx | $4,000 | – | 62 | +100.0% | 0.00% | – | |
| RDSA | ROYAL DUTCH | $4,000 | -20.0% | 102 | 0.0% | 0.00% | 0.0% | |
| SMHI | SEACORE MARINE | $4,000 | -33.3% | 1,313 | 0.0% | 0.00% | -33.3% | |
| EXAS | EXACT SCIENCES | $4,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% | |
| EVGO | EVGO INC | $5,000 | +25.0% | 550 | 0.0% | 0.00% | 0.0% | |
| DKNG | Sell | DRAFTKINGS INCdkng | $6,000 | -92.2% | 225 | -85.9% | 0.00% | -94.3% |
| DRI | DARDEN RESTAURANTSdri | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| DAN | DANA INC | $5,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| CRWD | CROWDSTRIKE HOLDINGS | $5,000 | -16.7% | 25 | 0.0% | 0.00% | -33.3% | |
| CTVA | Buy | CORTEVA INC | $6,000 | +20.0% | 118 | +0.9% | 0.00% | 0.0% |
| COMP | COMPASS INC | $4,000 | -33.3% | 420 | 0.0% | 0.00% | -33.3% | |
| CTXS | CITRIX SYSTEMS INC | $4,000 | -20.0% | 42 | 0.0% | 0.00% | 0.0% | |
| ZNGA | ZYNGA INC | $6,000 | -25.0% | 1,000 | 0.0% | 0.00% | -50.0% | |
| IGR | CBRE GLOBALmf closed and mf open | $6,000 | +20.0% | 600 | 0.0% | 0.00% | 0.0% | |
| CAE | CAE INC | $5,000 | -16.7% | 200 | 0.0% | 0.00% | -33.3% | |
| CCEP | COCA-COLA EUROPACIFIC | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| BLMN | BLOOMIN BRANDS INCblmn | $6,000 | -14.3% | 272 | 0.0% | 0.00% | -33.3% | |
| BXMT | BLACKSTONE MORTGAGE | $6,000 | 0.0% | 200 | 0.0% | 0.00% | -33.3% | |
| BME | BLACKROCK HEALTHmf closed and mf open | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BLK | Buy | BLACKROCK INC | $6,000 | +20.0% | 7 | +16.7% | 0.00% | 0.0% |
| TFC | Buy | TRUIST FINANCIAL | $6,000 | +20.0% | 94 | +1.1% | 0.00% | 0.0% |
| TPVG | Sell | TRIPLEPOINT VENTUREmf closed and mf open | $4,000 | -76.5% | 200 | -81.8% | 0.00% | -75.0% |
| SCHH | SCHWAB USmf closed and mf open | $4,000 | +33.3% | 76 | 0.0% | 0.00% | +100.0% | |
| BALY | BALLYS CORP | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SUPN | SUPERNUS PHARMACEUTICALS | $6,000 | +20.0% | 190 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORP | $4,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| STOR | STORE CAPITAL | $4,000 | +33.3% | 105 | 0.0% | 0.00% | +100.0% | |
| NOK | NOKIA CORP | $6,000 | 0.0% | 1,013 | 0.0% | 0.00% | -33.3% | |
| PBI | PITNEY BOWES | $3,000 | -25.0% | 500 | 0.0% | 0.00% | -50.0% | |
| AMC | AMC ENTERTAINMENT | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -50.0% | |
| POWW | AMMO INC | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| New | INVESCO GLOBAL OPPORTUNITIES Yogiyx | $2,000 | – | 27 | +100.0% | 0.00% | – | |
| ALK | ALASKA AIR | $3,000 | -25.0% | 65 | 0.0% | 0.00% | -50.0% | |
| ALDX | ALDEYRA THERAPEUTICS | $2,000 | -50.0% | 500 | 0.0% | 0.00% | -50.0% | |
| ABR | ARBOR REALTY | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| ACB | Sell | AURORA CANNABIS | $2,000 | -33.3% | 419 | -12.3% | 0.00% | 0.0% |
| AVTR | AVANTOR INC | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| New | BLACKROCK INCOME FUND INSTLbmsix | $2,000 | – | 174 | +100.0% | 0.00% | – | |
| CGC | Sell | CANOPY GROWTH | $2,000 | -50.0% | 190 | -38.7% | 0.00% | -50.0% |
| CIM | CHIMERA INVT | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| DHR | Buy | DANAHER CORP | $2,000 | 0.0% | 6 | +20.0% | 0.00% | 0.0% |
| DHC | DIVERSIFIED HEALTHCARE | $3,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ERIC | ERICSSON TELEPHONE | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| FNF | New | FIDELITY NATIONAL | $3,000 | – | 55 | +100.0% | 0.00% | – |
| FYX | FIRST TRUSTmf closed and mf open | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| FFEB | FIRST TRUSTmf closed and mf open | $2,000 | +100.0% | 40 | 0.0% | 0.00% | – | |
| FYBR | Buy | FRONTIER COMMUNICATIONS | $2,000 | +100.0% | 70 | +75.0% | 0.00% | – |
| GMRE | GLOBAL MEDICAL | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
| GDRX | GOODRX HOLDINGS | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -50.0% | |
| GGPI | New | GORES GUGGENHEIM | $2,000 | – | 200 | +100.0% | 0.00% | – |
| HWC | HANCOCK WHITNEY | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| JHI | HANCOCK JOHNmf closed and mf open | $3,000 | +50.0% | 130 | 0.0% | 0.00% | 0.0% | |
| HTGC | Sell | HERCULES CAPITALmf closed and mf open | $2,000 | -66.7% | 100 | -71.4% | 0.00% | -66.7% |
| HTZZ | New | HERTZ GLOBAL | $2,000 | – | 74 | +100.0% | 0.00% | – |
| IBRX | IMMUNITYBIO INC | $2,000 | -33.3% | 350 | 0.0% | 0.00% | 0.0% | |
| DBP | INVESCO DB | $3,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| NVTA | INVITAE CORP | $2,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| EWC | ISHARES MSCImf closed and mf open | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| EPP | ISHARES MSCImf closed and mf open | $2,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| EWG | ISHARES MSCImf closed and mf open | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| IXN | ISHARES GLOBALmf closed and mf open | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES BIOTECHNOLOGYmf closed and mf open | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES RUSSELLmf closed and mf open | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| SCZ | ISHARES MSCImf closed and mf open | $3,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| REZ | ISHARES RESIDENTIALmf closed and mf open | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| MBB | Sell | ISHARES MBSmf closed and mf open | $2,000 | -33.3% | 19 | -24.0% | 0.00% | 0.0% |
| AOR | ISHARES CORE GROWTH ALLOCATIO ETF IVaor | $2,000 | +100.0% | 27 | 0.0% | 0.00% | – | |
| QUAL | ISHARES MSCImf closed and mf open | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| ESGU | ISHARES ESGmf closed and mf open | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| JACKSON FINANCIAL | $2,000 | +100.0% | 37 | 0.0% | 0.00% | – | ||
| New | JANUS HENDERSON BALANCED Tjabax | $2,000 | – | 54 | +100.0% | 0.00% | – | |
| New | KYNDRYL HOLDINGS | $3,000 | – | 173 | +100.0% | 0.00% | – | |
| LI | LI AUTO | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| LVHD | LEGG MASONmf closed and mf open | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| MAN | MANPOWERGROUP INC | $3,000 | -25.0% | 35 | 0.0% | 0.00% | -50.0% | |
| MPC | MARATHON PETROLEUM | $2,000 | +100.0% | 24 | 0.0% | 0.00% | – | |
| NGG | NATIONAL GRID | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| NKLA | NIKOLA CORP | $3,000 | 0.0% | 268 | 0.0% | 0.00% | 0.0% | |
| NMTR | New | 9 METERS | $2,000 | – | 2,000 | +100.0% | 0.00% | – |
| OKTA | OKTA INC | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| PENN | PENN NATIONAL | $3,000 | -25.0% | 55 | 0.0% | 0.00% | -50.0% | |
| PRLB | PROTO LABS | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| New | PGIM TOTAL RETURN BOND Zpdbzx | $2,000 | – | 159 | +100.0% | 0.00% | – | |
| DDD | 3D SYSTEMS | $2,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| TSCO | TRACTOR SUPPLY | $2,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| UNP | Buy | UNION PACIFIC CORP | $3,000 | +200.0% | 12 | +200.0% | 0.00% | – |
| VCIT | VANGUARD INTERMEDIATEmf closed and mf open | $2,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| VXRT | VAXART INC | $2,000 | 0.0% | 269 | 0.0% | 0.00% | 0.0% | |
| VOE | VANGUARD MIDmf closed and mf open | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| SPCE | VIRGIN GALACTIC | $3,000 | -40.0% | 200 | 0.0% | 0.00% | -50.0% | |
| W | Buy | WAYFAIR INC | $2,000 | +100.0% | 10 | +100.0% | 0.00% | – |
| Z | ZILLOW GROUP | $3,000 | -25.0% | 40 | 0.0% | 0.00% | -50.0% | |
| IVZ | INVESCO LTD | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS | $3,000 | +50.0% | 11 | 0.0% | 0.00% | 0.0% | |
| HMLP | Sell | HOEGH LNG | $3,000 | -57.1% | 600 | -55.6% | 0.00% | -66.7% |
| New | T. ROWE PRICE BLUE CHIP GROWTHtrbcx | $1,000 | – | 3 | +100.0% | 0.00% | – | |
| RLI | New | RLI CORP | $0 | – | 1 | +100.0% | 0.00% | – |
| New | PGIM JENNISON INTERNATIONAL OPPS Zpwjzx | $1,000 | – | 28 | +100.0% | 0.00% | – | |
| SQFT | PRESIDIO PROPERTY | $1,000 | 0.0% | 315 | 0.0% | 0.00% | – | |
| POST | New | POST HOLDINGS | $0 | – | 1 | +100.0% | 0.00% | – |
| PII | New | POLARIS INC | $0 | – | 4 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC | $1,000 | – | 19 | +100.0% | 0.00% | – |
| PNW | New | PINNACLE WEST | $0 | – | 1 | +100.0% | 0.00% | – |
| MINT | New | PIMCO EHNANCEDmf closed and mf open | $0 | – | 4 | +100.0% | 0.00% | – |
| BOND | New | PIMCO ACTIVEmf closed and mf open | $1,000 | – | 8 | +100.0% | 0.00% | – |
| PH | New | PARKER-HANNIFIN CORP | $0 | – | 1 | +100.0% | 0.00% | – |
| PJT | PJT PARTNERS | $0 | – | 2 | 0.0% | 0.00% | – | |
| OTIS | New | OTIS WORLDWIDE | $0 | – | 2 | +100.0% | 0.00% | – |
| OMC | New | OMNICOM GROUP | $0 | – | 1 | +100.0% | 0.00% | – |
| OXYWS | OCCIDENTAL PETErights and bearer warrants; warrants (except bearer) | $1,000 | 0.0% | 62 | 0.0% | 0.00% | – | |
| VNQI | New | VANGUARD GLOBALmf closed and mf open | $0 | – | 2 | +100.0% | 0.00% | – |
| NLOK | NORTONLIFELOCK INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| NSC | New | NORFOLK SOUTHERN | $1,000 | – | 5 | +100.0% | 0.00% | – |
| VPL | New | VANGUARD FTSEmf closed and mf open | $1,000 | – | 7 | +100.0% | 0.00% | – |
| NEPT | NEPTUNE WELLNESS | $0 | – | 200 | 0.0% | 0.00% | – | |
| New | MORGAN STANLEY INST INTERNATIONAL OPP Imioix | $1,000 | – | 32 | +100.0% | 0.00% | – | |
| MCO | MOODYS CORP | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| MKC | MC CORMICK | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| MSGE | MADISON SQUARE | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| LAZR | LUMINAR TECHNOLOGIES | $1,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| LULU | LULULEMON ATHLETICA | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| USA | LIBERTY ALL-STARmf closed and mf open | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| ADP | New | AUTOMATIC DATA | $1,000 | – | 6 | +100.0% | 0.00% | – |
| CB | New | CHUBB LTD | $1,000 | – | 5 | +100.0% | 0.00% | – |
| AAWW | New | ATLAS AIR WORLDWIDE | $0 | – | 2 | +100.0% | 0.00% | – |
| ADI | New | ANALOG DEVICES | $1,000 | – | 8 | +100.0% | 0.00% | – |
| New | AMERICAN CENTURY FOCUSED DYNAMIC GR INVacfox | $1,000 | – | 12 | +100.0% | 0.00% | – | |
| AMRN | AMARIN CORP | $1,000 | 0.0% | 210 | 0.0% | 0.00% | – | |
| ADC | New | AGREE REALTY | $0 | – | 1 | +100.0% | 0.00% | – |
| ACTG | ACACIA RESEARCH | $1,000 | 0.0% | 119 | 0.0% | 0.00% | – | |
| TGP | TEEKAY LNG | $1,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
| FXI | Exit | ISHARES CHINAetf | $0 | – | -23 | -100.0% | 0.00% | – |
| LITE | Exit | LUMENTUM HOLDINGSstock | $0 | – | -13 | -100.0% | 0.00% | – |
| B | Exit | BARNES GROUPstock | $0 | – | 0 | +100.0% | 0.00% | – |
| IXC | Exit | ISHARES GLOBALetf | $0 | – | -15 | -100.0% | 0.00% | – |
| LFT | Exit | LUMENT FINANCEstock | $0 | – | 0 | +100.0% | 0.00% | – |
| LEN | Exit | LENNAR CORPstock | $0 | – | -1 | -100.0% | 0.00% | – |
| AIRR | Exit | FIRST TRUSTetf | $0 | – | -25 | -100.0% | 0.00% | – |
| TRIP | TRIPADVISOR INC | $1,000 | -50.0% | 50 | 0.0% | 0.00% | -100.0% | |
| TNL | TRAVEL LEISURE | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| TMDI | Sell | TITAN MEDICAL | $1,000 | -50.0% | 1,033 | -27.9% | 0.00% | -100.0% |
| TLRY | TILRAY INC | $1,000 | -50.0% | 137 | 0.0% | 0.00% | -100.0% | |
| TJX | Buy | TJX COS | $1,000 | 0.0% | 15 | +15.4% | 0.00% | – |
| SYY | New | SYSCO CORP | $1,000 | – | 11 | +100.0% | 0.00% | – |
| SYNH | New | SYNEOS HEALTH | $0 | – | 1 | +100.0% | 0.00% | – |
| SUI | New | SUN COMMUNITIES INC | $0 | – | 1 | +100.0% | 0.00% | – |
| ROST | ROSS STORES | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| EL | ESTEE LAUDER | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| VELO3D INC | $1,000 | 0.0% | 170 | 0.0% | 0.00% | – | ||
| LSTR | Buy | LANDSTAR SYSTEM | $1,000 | 0.0% | 8 | +14.3% | 0.00% | – |
| LW | New | LAMB WESTON | $0 | – | 1 | +100.0% | 0.00% | – |
| LHX | New | L3HARRIS TECHNOLOGIES | $1,000 | – | 5 | +100.0% | 0.00% | – |
| KTB | KONTOOR BRANDS | $0 | – | 2 | 0.0% | 0.00% | – | |
| KEYS | New | KEYSIGHT TECHNOLOGIES | $0 | – | 1 | +100.0% | 0.00% | – |
| ESGE | ISHARES ESGmf closed and mf open | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| SIZE | ISHARES MSCImf closed and mf open | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| IEI | New | ISHARES 3-7YRmf closed and mf open | $1,000 | – | 7 | +100.0% | 0.00% | – |
| HYG | New | ISHARES IBOXXmf closed and mf open | $0 | – | 1 | +100.0% | 0.00% | – |
| EMB | New | ISHARES JPMORGANmf closed and mf open | $0 | – | 4 | +100.0% | 0.00% | – |
| VSTM | VERASTEM INC | $1,000 | 0.0% | 325 | 0.0% | 0.00% | – | |
| LQD | New | ISHARES IBOXXmf closed and mf open | $1,000 | – | 10 | +100.0% | 0.00% | – |
| VIAV | Sell | VIAVI SOLUTIONS | $1,000 | -50.0% | 37 | -63.7% | 0.00% | -100.0% |
| DBO | INVESCO DB | $1,000 | 0.0% | 85 | 0.0% | 0.00% | – | |
| QQQM | New | INVESCO NASDAQmf closed and mf open | $1,000 | – | 5 | +100.0% | 0.00% | – |
| VHC | VIRNETX HOLDING | $0 | – | 50 | 0.0% | 0.00% | – | |
| PCY | New | INVESCO EMERGINGmf closed and mf open | $1,000 | – | 23 | +100.0% | 0.00% | – |
| PHB | New | INVESCO FUNDAMENTALmf closed and mf open | $0 | – | 9 | +100.0% | 0.00% | – |
| New | VIRTUS SEIX CORPORATE BOND Isticx | $0 | – | 51 | +100.0% | 0.00% | – | |
| PGX | New | INVESCO PFDmf closed and mf open | $1,000 | – | 61 | +100.0% | 0.00% | – |
| PID | New | INVESCO EXCHANGEmf closed and mf open | $1,000 | – | 44 | +100.0% | 0.00% | – |
| PSR | INVESCO ACTIVE U.S. REALESTATE FUNDpsr | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| WEC | New | WEC ENERGY | $1,000 | – | 8 | +100.0% | 0.00% | – |
| IFF | New | INTL FLAVOR & FRAGRANCE | $0 | – | 1 | +100.0% | 0.00% | – |
| INO | INOVIO PHARMACEUTICALS | $0 | – | 41 | 0.0% | 0.00% | – | |
| JKHY | JACK HENRY | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| GWRE | New | GUIDEWIRE SOFTWARE | $0 | – | 1 | +100.0% | 0.00% | – |
| SHYG | Exit | ISHARESetf | $0 | – | -20 | -100.0% | 0.00% | – |
| WBS | New | WEBSTER FINANCIAL | $0 | – | 2 | +100.0% | 0.00% | – |
| GT | GOODYEAR TIRE | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| LIT | GLOBAL Xmf closed and mf open | $0 | – | 2 | 0.0% | 0.00% | – | |
| FL | Buy | FOOT LOCKER | $1,000 | 0.0% | 30 | +50.0% | 0.00% | – |
| DFEB | FIRST TRUSTmf closed and mf open | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| FDN | Buy | FIRST TRUST INTERNET INDEX CF ETF IVmf closed and mf open | $1,000 | 0.0% | 5 | +66.7% | 0.00% | – |
| New | FIRST EAGLE GLOBAL Isgiix | $1,000 | – | 8 | +100.0% | 0.00% | – | |
| FAST | FASTENAL CO | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| FDS | New | FACTSET RESEARCH | $1,000 | – | 2 | +100.0% | 0.00% | – |
| EVBG | New | EVERBRIDGE INC | $0 | – | 1 | +100.0% | 0.00% | – |
| EVR | New | EVERCORE INC | $0 | – | 1 | +100.0% | 0.00% | – |
| ECOR | ELECTROCORE INC | $1,000 | -50.0% | 2,000 | 0.0% | 0.00% | -100.0% | |
| ELAN | ELANCO ANIMAL HEALTH INCelan | $0 | – | 12 | 0.0% | 0.00% | – | |
| EXP | New | EAGLE MATERIALS | $0 | – | 1 | +100.0% | 0.00% | – |
| DCI | New | DONALDSON CO | $0 | – | 2 | +100.0% | 0.00% | – |
| CFR | New | CULLEN FROST | $0 | – | 1 | +100.0% | 0.00% | – |
| CRON | Sell | CRONOS GROUP | $1,000 | -75.0% | 200 | -69.2% | 0.00% | -100.0% |
| DIAL | New | COLUMBIA DIVERSIFIEDmf closed and mf open | $1,000 | – | 42 | +100.0% | 0.00% | – |
| CL | New | COLGATE-PALMOLIVE | $1,000 | – | 7 | +100.0% | 0.00% | – |
| CCOI | New | COGENT COMMUNICATIONS | $0 | – | 1 | +100.0% | 0.00% | – |
| WH | WYNDHAM HOTELS | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| CLOV | Sell | CLOVER HEALTH | $1,000 | -90.0% | 400 | -71.4% | 0.00% | -100.0% |
| CHWY | CHEWY INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| CARR | New | CARRIER GLOBAL | $0 | – | 6 | +100.0% | 0.00% | – |
| ZIOP | ZIOPHARM ONCOLOGY | $1,000 | -50.0% | 1,000 | 0.0% | 0.00% | -100.0% | |
| ZTS | ZOETIS INC CLASS Azts | $0 | – | 2 | 0.0% | 0.00% | – | |
| CP | New | CANADIAN PACIFIC | $0 | – | 2 | +100.0% | 0.00% | – |
| CMS | New | CMS ENERGY | $0 | – | 1 | +100.0% | 0.00% | – |
| CFVI | New | CF ACQUISITION | $1,000 | – | 80 | +100.0% | 0.00% | – |
| CBOE | New | CBOE GLOBAL | $0 | – | 1 | +100.0% | 0.00% | – |
| AVGO | New | BROADCOM INC | $1,000 | – | 1 | +100.0% | 0.00% | – |
| JAZZ | JAZZ PHARMACEUTICALS | $0 | – | 1 | 0.0% | 0.00% | – | |
| LIN | New | LINDE PLC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| New | BETTER THERAPEUTICS | $0 | – | 65 | +100.0% | 0.00% | – | |
| BODY | BEACHBODY CO | $1,000 | -50.0% | 300 | 0.0% | 0.00% | -100.0% | |
| BKU | New | BANKUNITED INC | $0 | – | 2 | +100.0% | 0.00% | – |
| OZK | New | BANK OZK | $0 | – | 3 | +100.0% | 0.00% | – |
| RENEW ENERGYrights and bearer warrants; warrants (except bearer) | $1,000 | 0.0% | 667 | 0.0% | 0.00% | – | ||
| BPT | BP PRUDHOE | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| LILA | New | LIBERTY LATIN | $0 | – | 5 | +100.0% | 0.00% | – |
| CPNG | Exit | COUPANG INCstock | $0 | – | -100 | -100.0% | -0.00% | – |
| CRT | Exit | CROSS TIMBERSstock | $0 | – | -130 | -100.0% | -0.00% | – |
| IDEX | Exit | IDEANOMICS INCstock | $0 | – | -1,200 | -100.0% | -0.00% | – |
| IONS | Exit | IONIS PHARMACEUTICALSstock | $0 | – | -50 | -100.0% | -0.00% | – |
| VET | Exit | VERMILION ENERGYstock | $0 | – | -325 | -100.0% | -0.00% | – |
| BB | Exit | BLACKBERRY LTDstock | $0 | – | -200 | -100.0% | -0.00% | – |
| SJT | Exit | SAN JUANstock | $0 | – | -330 | -100.0% | -0.00% | – |
| PLL | Exit | PIEDMONT LITHIUMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| ORCC | Exit | OWL ROCKstock | $0 | – | -250 | -100.0% | -0.00% | – |
| NERD | Exit | LISTED ROUNDHILLmf closed and mf open | $0 | – | -200 | -100.0% | -0.00% | – |
| LLNW | Exit | LIMELIGHT NETWORKSstock | $0 | – | -1,500 | -100.0% | -0.00% | – |
| CQQQ | Exit | INVESCO CHINAetf | $0 | – | -60 | -100.0% | -0.00% | – |
| BETZ | Exit | LISTED ROUNDHILLmf closed and mf open | $0 | – | -200 | -100.0% | -0.00% | – |
| EA | Exit | ELECTRONIC ARTSstock | $0 | – | -50 | -100.0% | -0.00% | – |
| DD | Exit | DUPONT DEstock | $0 | – | -119 | -100.0% | -0.00% | – |
| GLP | Exit | GLOBAL PARTNERSstock | $0 | – | -485 | -100.0% | -0.01% | – |
| NORW | Exit | GLOBAL Xetf | $0 | – | -710 | -100.0% | -0.01% | – |
| QQEW | Exit | FIRST TRUSTetf | $0 | – | -110 | -100.0% | -0.01% | – |
| SUNS | Exit | SOLAR SENIORstock | $0 | – | -750 | -100.0% | -0.01% | – |
| DKL | Exit | DELEK LOGISTICSoil & gas, real estate and reit | $0 | – | -400 | -100.0% | -0.01% | – |
| HON | Exit | HONEYWELL INTLstock | $0 | – | -167 | -100.0% | -0.02% | – |
| BYND | Exit | BEYOND MEATstock | $0 | – | -350 | -100.0% | -0.02% | – |
| PSTH | Exit | PERSHING SQUAREstock | $0 | – | -2,750 | -100.0% | -0.02% | – |
| CXP | Exit | COLUMBIA PROPERTYstock | $0 | – | -5,490 | -100.0% | -0.05% | – |
| VER | Exit | VEREIT INCstock | $0 | – | -19,282 | -100.0% | -0.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVSC QQQ TRUST SRS 1 ETF IV | 16 | Q3 2023 | 17.6% |
| ISHARES CORE S&P 500 ETF | 16 | Q3 2023 | 10.1% |
| SPDR PORTFOLIO S&P 500 ETF IV | 16 | Q3 2023 | 10.1% |
| ISHARES MSCI USA MIN VOLFCTR ETF IV | 16 | Q3 2023 | 4.8% |
| ISHARES CORE S&P SMALL CAP ETF IV | 16 | Q3 2023 | 3.9% |
| APPLE INC | 16 | Q3 2023 | 3.4% |
| ISHARES CORE S&P MID CAPETF IV | 16 | Q3 2023 | 3.7% |
| ISHARES S&P SMLL CAP 600GRTH ETF | 16 | Q3 2023 | 3.1% |
| SPDR SERIES | 16 | Q3 2023 | 3.6% |
| WISDOMTREE US MIDCAP ETF | 16 | Q3 2023 | 2.5% |
View PSI Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-02-11 |
View PSI Advisors, 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.