$207 Million is the total value of PSI Advisors, LLC's 896 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 13.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Buy | INVSC QQQ TRUST SRS 1 ETFuie | $22,193,001 | +24.6% | 69,152 | +3.4% | 10.72% | +13.1% |
| SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFuie | $20,438,126 | +13.1% | 424,466 | +5.7% | 9.87% | +2.6% |
| USMV | Buy | ISHARES MSCImf closed and mf open | $9,933,522 | +11.2% | 136,562 | +10.3% | 4.80% | +0.9% |
| DGRO | Buy | ISHARES COREmf closed and mf open | $8,379,254 | +5.7% | 167,618 | +5.7% | 4.05% | -4.1% |
| SPMD | Buy | SPDR PORTFOLIO S&P 400 MID CAP ETFuie | $7,523,457 | +14.7% | 171,221 | +10.9% | 3.63% | +4.1% |
| AAPL | Buy | APPLE INC | $6,962,396 | +27.6% | 42,222 | +0.5% | 3.36% | +15.7% |
| SPSM | Buy | SPDR PORTFOLIO S&P 600 SMALL CAP ETFuie | $5,597,051 | +15.2% | 148,187 | +12.7% | 2.70% | +4.5% |
| XLRE | Sell | SELECT SECTORmf closed and mf open | $4,918,263 | +0.7% | 131,574 | -0.6% | 2.38% | -8.7% |
| FDL | Buy | FIRST TRUSTmf closed and mf open | $4,785,373 | +4.3% | 134,797 | +7.5% | 2.31% | -5.3% |
| IJR | Sell | ISHARES CORE S&P SMALL CAP ETFuie | $4,577,689 | +1.2% | 47,339 | -1.0% | 2.21% | -8.2% |
| IVV | Sell | ISHARES CORE S&P 500 ETFuie | $4,435,883 | -13.9% | 10,791 | -19.5% | 2.14% | -21.9% |
| ET | Sell | ENERGY TRANSFER L P LPoil & gas, real estate and reit | $3,281,443 | +5.1% | 263,146 | -0.0% | 1.58% | -4.6% |
| XMHQ | Sell | INVESCO S&Pmf closed and mf open | $3,061,973 | +4.9% | 41,722 | -1.3% | 1.48% | -4.8% |
| FVD | Buy | FIRST TRUST VALUE DIVIDEND INDEX ETFuie | $2,984,178 | +5.8% | 74,307 | +5.1% | 1.44% | -4.0% |
| FTGC | Buy | FIRST TRUSTmf closed and mf open | $2,896,795 | +2.1% | 123,320 | +6.4% | 1.40% | -7.4% |
| DON | Buy | WISDOMTREE U Smf closed and mf open | $2,708,044 | +1.6% | 66,082 | +2.0% | 1.31% | -7.8% |
| IBTD | Buy | ISHARES IBONDSmf closed and mf open | $2,648,845 | +93.9% | 106,765 | +93.0% | 1.28% | +75.9% |
| MSFT | Buy | MICROSOFT CORP | $2,484,262 | +23.5% | 8,617 | +2.7% | 1.20% | +12.0% |
| IJT | Buy | ISHARES S&Pmf closed and mf open | $2,467,292 | +2.8% | 22,442 | +1.0% | 1.19% | -6.8% |
| PREF | Buy | PRINCIPAL SPECTRUM PREF SC AC ETFuie | $2,301,811 | +5.0% | 135,480 | +5.8% | 1.11% | -4.7% |
| AMZN | Buy | AMAZON.COM INC | $2,189,650 | +25.2% | 21,199 | +1.8% | 1.06% | +13.7% |
| SWKS | Sell | SKYWORKS SOLUTIONS | $2,163,186 | +29.2% | 18,335 | -0.2% | 1.04% | +17.3% |
| IJH | Buy | ISHARES CORE S&P MID CAPETFuie | $2,058,493 | +4.3% | 8,229 | +0.8% | 0.99% | -5.3% |
| VSTO | Sell | VISTA OUTDOOR INC | $2,004,813 | +13.4% | 72,349 | -0.3% | 0.97% | +2.9% |
| SDVY | Buy | FIRST TRUSTmf closed and mf open | $1,816,450 | +96.5% | 68,158 | +92.1% | 0.88% | +78.3% |
| SPYG | Buy | SPDR S&P 500 GROWTH ETFuie | $1,795,575 | +145.8% | 32,435 | +125.0% | 0.87% | +122.9% |
| SDY | Sell | SPDR SERIESmf closed and mf open | $1,689,330 | -6.7% | 13,656 | -5.7% | 0.82% | -15.4% |
| NVDA | Sell | NVIDIA CORP | $1,466,157 | +67.1% | 5,278 | -12.1% | 0.71% | +51.6% |
| GOOGL | Buy | ALPHABET INC. CLASS A | $1,448,694 | +21.9% | 13,966 | +3.7% | 0.70% | +10.8% |
| CVX | Buy | CHEVRON CORP | $1,393,499 | +1.8% | 8,541 | +12.0% | 0.67% | -7.6% |
| TGT | Sell | TARGET CORP | $1,347,301 | +9.0% | 8,134 | -1.9% | 0.65% | -1.1% |
| FPE | Sell | FIRST TRUST PREFERRED SEC INCOME ETFuie | $1,299,479 | -8.4% | 81,421 | -3.6% | 0.63% | -17.0% |
| CVS | Buy | CVS HEALTH CORP | $1,292,229 | -19.9% | 17,390 | +0.4% | 0.62% | -27.4% |
| IBTE | Buy | ISHARES IBONDSmf closed and mf open | $1,170,396 | +338.9% | 48,746 | +336.0% | 0.56% | +297.9% |
| VZ | Buy | VERIZON COMMUNICATN | $1,149,367 | +5.3% | 29,554 | +6.6% | 0.56% | -4.5% |
| TSLA | Buy | TESLA INC | $1,101,827 | +82.4% | 5,311 | +8.3% | 0.53% | +65.7% |
| C | Sell | CITIGROUP INC | $1,100,090 | +1.1% | 23,461 | -2.5% | 0.53% | -8.3% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,096,167 | -4.5% | 8,412 | -1.7% | 0.53% | -13.4% |
| SPYV | Buy | SPDR S&P 500 VALUE ETFuie | $1,092,740 | +26.9% | 26,835 | +21.2% | 0.53% | +15.3% |
| AMD | Buy | ADVANCED MICRO DEVICES I | $1,071,246 | +54.1% | 10,930 | +1.8% | 0.52% | +39.7% |
| IEP | Sell | ICAHN ENTERPRISES L P LPmlp | $1,053,189 | -0.4% | 20,367 | -2.5% | 0.51% | -9.6% |
| CRM | Buy | SALESFORCE INC | $1,045,248 | +55.1% | 5,232 | +3.0% | 0.50% | +40.7% |
| GDX | Sell | VANECK GOLDmf closed and mf open | $1,030,516 | -1.3% | 31,855 | -12.6% | 0.50% | -10.4% |
| HD | Buy | HOME DEPOT INC | $1,024,514 | -0.9% | 3,472 | +6.1% | 0.50% | -10.0% |
| SLV | Buy | ISHARES SILVER TRUST ETFuie | $1,013,760 | +1.1% | 45,830 | +0.7% | 0.49% | -8.2% |
| PFG | Sell | PRINCIPAL FINANCIAL | $965,639 | -14.9% | 12,993 | -3.9% | 0.47% | -22.7% |
| LLY | Buy | LILLY ELI & CO | $889,115 | +33.3% | 2,589 | +42.0% | 0.43% | +20.8% |
| XMMO | Buy | INVESCO S&Pmf closed and mf open | $847,408 | +0.7% | 11,224 | +0.5% | 0.41% | -8.7% |
| XLF | Buy | SELECT STR FINANCIAL SELECT SPDR ETFuie | $835,067 | +2.4% | 25,974 | +8.9% | 0.40% | -7.1% |
| MMP | Buy | MAGELLAN MIDSTREAM PA LPoil & gas, real estate and reit | $820,845 | +8.8% | 15,128 | +0.7% | 0.40% | -1.2% |
| RDVY | Sell | FIRST TRUSTmf closed and mf open | $783,384 | -4.2% | 17,459 | -6.2% | 0.38% | -13.1% |
| PFE | Buy | PFIZER INC | $775,571 | +10.6% | 19,009 | +38.9% | 0.38% | +0.5% |
| QYLD | Sell | GLOBAL Xmf closed and mf open | $775,281 | -78.2% | 45,206 | -79.8% | 0.37% | -80.2% |
| MA | Sell | MASTERCARD INC CLASS A | $762,802 | +4.0% | 2,099 | -0.5% | 0.37% | -5.6% |
| ABBV | Buy | ABBVIE INC | $734,043 | +2.9% | 4,606 | +4.4% | 0.35% | -6.8% |
| MU | Buy | MICRON TECHNOLOGY INC | $722,249 | +24.2% | 11,970 | +2.9% | 0.35% | +12.6% |
| LOW | Sell | LOWES COMPANIES | $716,588 | -6.8% | 3,583 | -7.1% | 0.35% | -15.4% |
| MCD | Buy | MCDONALDS CORP | $654,645 | +6.4% | 2,341 | +0.3% | 0.32% | -3.4% |
| PG | Sell | PROCTER & GAMBLE | $645,841 | -5.8% | 4,344 | -4.0% | 0.31% | -14.5% |
| XOM | Buy | EXXON MOBIL | $634,750 | +16.3% | 5,788 | +17.0% | 0.31% | +5.9% |
| WMT | Sell | WALMART INC | $626,599 | -1.1% | 4,250 | -4.9% | 0.30% | -10.1% |
| SOXX | Buy | ISHARES SEMICONDUCTOR ETFuie | $614,189 | +31.0% | 1,381 | +2.5% | 0.30% | +19.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $563,388 | -13.2% | 3,635 | -1.0% | 0.27% | -21.2% |
| CAT | Sell | CATERPILLAR INC | $539,019 | -46.1% | 2,355 | -43.6% | 0.26% | -51.2% |
| MOAT | Buy | VANECK MORNINGSTARmf closed and mf open | $537,124 | +14.1% | 7,275 | +0.3% | 0.26% | +3.6% |
| EPD | Buy | ENTERPRISE PRODUCTSoil & gas, real estate and reit | $521,395 | +9.5% | 20,131 | +2.0% | 0.25% | -0.4% |
| UBER | Buy | UBER TECHNOLOGIES INC | $510,942 | +29.0% | 16,118 | +0.6% | 0.25% | +17.1% |
| SO | SOUTHERN COMPANY | $500,926 | -2.6% | 7,199 | 0.0% | 0.24% | -11.7% | |
| DIS | Sell | WALT DISNEY CO | $498,728 | +11.4% | 4,981 | -3.4% | 0.24% | +1.3% |
| BP | Sell | BP PLC | $492,982 | +6.2% | 12,994 | -2.3% | 0.24% | -3.6% |
| MLPA | Buy | GLOBAL Xmf closed and mf open | $489,714 | +65.5% | 11,772 | +64.3% | 0.24% | +50.3% |
| FDX | Sell | FEDEX CORP | $480,117 | +29.6% | 2,101 | -1.8% | 0.23% | +17.8% |
| INTC | Buy | INTEL CORP | $476,886 | +35.5% | 14,597 | +9.7% | 0.23% | +23.0% |
| DUK | Buy | DUKE ENERGY | $473,826 | +2.6% | 4,912 | +9.5% | 0.23% | -6.9% |
| SUN | Buy | SUNOCO LTD | $474,605 | +7.3% | 10,814 | +5.3% | 0.23% | -2.6% |
| FB | Sell | META PLATFORMS | $470,299 | +68.2% | 2,219 | -4.5% | 0.23% | +52.3% |
| EZM | Buy | WISDOMTREE US MIDCAP ETFuie | $464,871 | +11.9% | 9,346 | +9.4% | 0.22% | +1.4% |
| SLB | SCHLUMBERGER LTD | $443,376 | -8.2% | 9,030 | 0.0% | 0.21% | -16.7% | |
| CIEN | CIENA CORP | $412,071 | +3.0% | 7,846 | 0.0% | 0.20% | -6.6% | |
| CSCO | Sell | CISCO SYSTEMS | $408,273 | +3.8% | 7,810 | -5.4% | 0.20% | -5.7% |
| SPYD | Buy | SPDR PORTFOLIOmf closed and mf open | $391,248 | +13.2% | 10,296 | +17.9% | 0.19% | +2.7% |
| EES | Buy | WISDOMTREE US SMALLCAP ETFuie | $370,613 | +20.2% | 8,575 | +18.4% | 0.18% | +9.1% |
| MRK | Buy | MERCK & COMPANY | $358,883 | -4.0% | 3,373 | +0.1% | 0.17% | -13.1% |
| SPY | Buy | SPDR S&P 500 ETFuie | $351,158 | +31.3% | 858 | +22.7% | 0.17% | +19.7% |
| TYG | Sell | TORTOISE ENERGY INFRASTRmf closed and mf open | $342,743 | -7.9% | 11,658 | -0.5% | 0.17% | -16.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB | $322,437 | -3.6% | 4,652 | +0.0% | 0.16% | -12.4% |
| T | Sell | AT&T INC | $321,700 | -1.8% | 16,712 | -6.1% | 0.16% | -10.9% |
| SLYV | Sell | SPDR SERIESmf closed and mf open | $313,786 | +1.8% | 4,119 | -0.8% | 0.15% | -7.3% |
| BA | Sell | BOEING COMPANY | $290,084 | -32.3% | 1,366 | -39.3% | 0.14% | -38.6% |
| GOOG | Sell | ALPHABET INC | $279,552 | +4.4% | 2,688 | -10.9% | 0.14% | -4.9% |
| FXU | Buy | FIRST TRUSTmf closed and mf open | $270,861 | -0.7% | 8,252 | +0.4% | 0.13% | -9.7% |
| IBTF | Buy | ISHARES IBONDSmf closed and mf open | $266,901 | +161.8% | 11,343 | +159.0% | 0.13% | +138.9% |
| DOW | Buy | DOW INC | $266,701 | +18.5% | 4,865 | +9.0% | 0.13% | +7.5% |
| RSP | Buy | INVESCO S&Pmf closed and mf open | $259,405 | +7.5% | 1,794 | +5.0% | 0.12% | -2.3% |
| YLD | Sell | PRINCIPAL ACTIVE HIGH YIELD ETFuie | $257,860 | -12.0% | 14,083 | -14.2% | 0.12% | -19.9% |
| XLE | Buy | SECTOR ENERGYuie | $258,639 | -4.7% | 3,123 | +0.6% | 0.12% | -13.2% |
| NNN | New | NATIONAL RETAIL | $259,028 | – | 5,867 | +100.0% | 0.12% | – |
| SHOP | Sell | SHOPIFY INC | $256,479 | +21.1% | 5,350 | -12.3% | 0.12% | +9.7% |
| IBDP | Buy | ISHARES IBONDSmf closed and mf open | $253,499 | +2259.2% | 10,309 | +2243.0% | 0.12% | +1933.3% |
| BIL | Buy | SPDR BLOOMBERGmf closed and mf open | $249,200 | +519.2% | 2,714 | +516.8% | 0.12% | +471.4% |
| NFLX | Buy | NETFLIX INC | $242,527 | +28.3% | 702 | +9.5% | 0.12% | +15.8% |
| LMT | LOCKHEED MARTIN | $242,549 | -2.8% | 513 | 0.0% | 0.12% | -12.0% | |
| QCOM | QUALCOMM INC | $238,568 | +16.0% | 1,870 | 0.0% | 0.12% | +5.5% | |
| IDV | Buy | ISHARES INTLmf closed and mf open | $236,772 | +85.4% | 8,613 | +83.1% | 0.11% | +67.6% |
| RFV | Sell | INVESCO S&Pmf closed and mf open | $229,762 | -5.5% | 2,437 | -9.0% | 0.11% | -14.0% |
| IBDQ | Buy | ISHARES IBONDSmf closed and mf open | $227,859 | +599.2% | 9,289 | +593.2% | 0.11% | +547.1% |
| IBM | Buy | INTL BUSINESS | $216,802 | +50.0% | 1,654 | +61.2% | 0.10% | +36.4% |
| WCLD | Buy | WISDOMTREE CLOUDmf closed and mf open | $206,268 | +31.5% | 6,945 | +11.1% | 0.10% | +20.5% |
| IVE | Sell | ISHARES S&Pmf closed and mf open | $204,118 | -5.9% | 1,345 | -10.0% | 0.10% | -13.9% |
| DE | Buy | DEERE & CO | $194,054 | +74.1% | 470 | +80.8% | 0.09% | +59.3% |
| XLK | SECTOR TECHNOLOGYmf closed and mf open | $192,236 | +21.4% | 1,273 | 0.0% | 0.09% | +10.7% | |
| VIAC | Sell | PARAMOUNT GLOBAL CLASS B | $192,915 | +19.9% | 8,647 | -9.3% | 0.09% | +8.1% |
| SBUX | Sell | STARBUCKS CORP | $192,677 | -9.6% | 1,850 | -14.0% | 0.09% | -17.7% |
| MMM | Buy | 3M COMPANY | $189,724 | +12.6% | 1,805 | +28.5% | 0.09% | +2.2% |
| COP | CONOCOPHILLIPS | $188,005 | -15.9% | 1,895 | 0.0% | 0.09% | -23.5% | |
| FXG | Buy | FIRST TRUSTmf closed and mf open | $186,648 | -0.8% | 3,007 | +0.3% | 0.09% | -10.0% |
| COWZ | Buy | PACER USmf closed and mf open | $186,850 | +3.0% | 3,980 | +1.5% | 0.09% | -7.2% |
| DOL | New | WISDOMTREE INTLmf closed and mf open | $186,475 | – | 3,993 | +100.0% | 0.09% | – |
| BAC | Buy | BANK AMERICA | $183,795 | -4.3% | 6,426 | +10.8% | 0.09% | -12.7% |
| GM | Buy | GENERAL MOTORS CO | $184,794 | +11.2% | 5,038 | +2.0% | 0.09% | +1.1% |
| BTEC | Buy | PRINCIPAL HLTHCR INOVTR ETF IVuie | $184,826 | +0.5% | 5,567 | +1.8% | 0.09% | -9.2% |
| IVW | Sell | ISHARES S&Pmf closed and mf open | $185,153 | -5.0% | 2,898 | -13.0% | 0.09% | -14.4% |
| WFC | WELLS FARGO | $181,200 | -9.5% | 4,847 | 0.0% | 0.09% | -17.9% | |
| AMLP | Sell | ALPS ALERIANmf closed and mf open | $176,215 | -0.1% | 4,559 | -1.6% | 0.08% | -9.6% |
| NEE | Buy | NEXTERA ENERGY | $175,206 | -7.7% | 2,273 | +0.1% | 0.08% | -15.8% |
| VIG | VANGUARD DIVIDENDmf closed and mf open | $172,491 | +1.4% | 1,120 | 0.0% | 0.08% | -8.8% | |
| SOHO | SOTHERLY HOTELS | $171,721 | +10.2% | 86,075 | 0.0% | 0.08% | 0.0% | |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFuie | $169,552 | +2.6% | 1,607 | +5.2% | 0.08% | -6.8% |
| TTD | TRADE DESK | $160,132 | +35.9% | 2,629 | 0.0% | 0.08% | +22.2% | |
| IBDO | Buy | ISHARES IBONDSmf closed and mf open | $159,529 | +1348.6% | 6,333 | +1339.3% | 0.08% | +1183.3% |
| COST | Buy | COSTCO WHOLESALE | $156,514 | +268.7% | 315 | +238.7% | 0.08% | +230.4% |
| MDIV | Buy | FIRST TRUSTmf closed and mf open | $157,237 | +210.8% | 10,726 | +217.3% | 0.08% | +181.5% |
| CALF | Buy | PACER US SMALL CAP CASH COWS 100 ETFuie | $147,215 | +17.5% | 3,868 | +11.0% | 0.07% | +6.0% |
| GLD | Sell | SPDR GOLD | $141,081 | -74.6% | 770 | -76.5% | 0.07% | -76.9% |
| XLV | Buy | SECTOR HEALTHCAREmf closed and mf open | $141,854 | -4.7% | 1,096 | +0.1% | 0.07% | -13.9% |
| RCL | ROYAL CARIBBEAN | $140,395 | +32.1% | 2,150 | 0.0% | 0.07% | +19.3% | |
| BRKB | Sell | BERKSHIRE HATHAWAY | $138,020 | -16.0% | 447 | -16.0% | 0.07% | -23.0% |
| HDV | ISHARES COREmf closed and mf open | $139,072 | -2.5% | 1,368 | 0.0% | 0.07% | -11.8% | |
| GS | GOLDMAN SACHS | $132,192 | -4.7% | 404 | 0.0% | 0.06% | -13.5% | |
| ABT | ABBOTT LABORATORIES | $132,833 | -7.8% | 1,312 | 0.0% | 0.06% | -16.9% | |
| WM | WASTE MANAGEMENT | $132,380 | +4.1% | 811 | 0.0% | 0.06% | -5.9% | |
| FTSL | Sell | FIRST TRUSTmf closed and mf open | $126,672 | -37.3% | 2,800 | -38.2% | 0.06% | -43.5% |
| WPC | Buy | W P CAREY | $125,934 | +23.0% | 1,626 | +24.1% | 0.06% | +13.0% |
| KMB | Sell | KIMBERLY CLARK | $125,002 | -14.5% | 931 | -13.6% | 0.06% | -23.1% |
| WOOF | Sell | PETCO HEALTH & WELLNESS CLASS A | $123,669 | -9.7% | 13,741 | -4.8% | 0.06% | -17.8% |
| RTX | Buy | RAYTHEON TECHNOLOGIES | $124,708 | +33.9% | 1,273 | +37.9% | 0.06% | +20.0% |
| VV | Buy | VANGUARD LARGEmf closed and mf open | $123,079 | +7.7% | 659 | +0.5% | 0.06% | -3.3% |
| CNC | CENTENE CORP | $117,508 | -22.9% | 1,859 | 0.0% | 0.06% | -29.6% | |
| KO | COCA COLA COMPANY | $113,288 | -2.5% | 1,826 | 0.0% | 0.06% | -11.3% | |
| XLU | Buy | SELECT UTILITIESuie | $112,815 | -2.8% | 1,667 | +1.3% | 0.05% | -12.9% |
| MCHP | MICROCHIP TECHNOLOGY INC | $107,238 | +19.3% | 1,280 | 0.0% | 0.05% | +8.3% | |
| RJF | RAYMOND JAMES | $107,914 | -12.7% | 1,157 | 0.0% | 0.05% | -21.2% | |
| XEL | XCEL ENERGY | $106,892 | -3.8% | 1,585 | 0.0% | 0.05% | -11.9% | |
| PEG | PUBLIC SERVICE | $106,040 | +1.9% | 1,698 | 0.0% | 0.05% | -7.3% | |
| NIO | NIO INC | $102,767 | +7.8% | 9,778 | 0.0% | 0.05% | -2.0% | |
| IEFA | Sell | ISHARES COREmf closed and mf open | $103,081 | +6.6% | 1,542 | -1.7% | 0.05% | -2.0% |
| VBR | Sell | VANGUARD SMALLmf closed and mf open | $103,194 | -11.1% | 650 | -11.1% | 0.05% | -19.4% |
| PYPL | Buy | PAYPAL HOLDINGS | $99,483 | +14.4% | 1,310 | +7.3% | 0.05% | +4.3% |
| JPST | New | JPMORGANmf closed and mf open | $98,527 | – | 1,958 | +100.0% | 0.05% | – |
| XLI | Sell | SECTOR INDUSTRIALmf closed and mf open | $98,548 | -2.7% | 974 | -5.5% | 0.05% | -11.1% |
| ADBE | ADOBE INC | $94,802 | +14.5% | 246 | 0.0% | 0.05% | +4.5% | |
| RPG | INVESCO S&Pmf closed and mf open | $94,009 | -0.3% | 622 | 0.0% | 0.04% | -10.0% | |
| EQRR | Sell | PROSHARES EQUITIESmf closed and mf open | $93,074 | -12.1% | 1,887 | -9.5% | 0.04% | -19.6% |
| V | Sell | VISA INC | $93,884 | +7.3% | 416 | -1.2% | 0.04% | -4.3% |
| PM | Buy | PHILIP MORRIS | $91,295 | +203.8% | 939 | +216.2% | 0.04% | +175.0% |
| REGL | Buy | PROSHARES S&Pmf closed and mf open | $88,298 | +239.0% | 1,248 | +242.9% | 0.04% | +207.1% |
| MS | Sell | MORGAN STANLEY | $86,746 | +1.9% | 988 | -1.3% | 0.04% | -6.7% |
| AGG | Buy | ISHARES COREmf closed and mf open | $87,882 | +8.9% | 882 | +6.0% | 0.04% | -2.3% |
| VBK | VANGUARD SMALLmf closed and mf open | $86,564 | +7.9% | 400 | 0.0% | 0.04% | -2.3% | |
| IUSG | Buy | ISHARES S&Puie | $85,012 | +12.3% | 958 | +3.1% | 0.04% | +2.5% |
| FRANKLIN BSP | $85,896 | -7.5% | 7,200 | 0.0% | 0.04% | -16.3% | ||
| VGT | VANGUARD INFORMATIONmf closed and mf open | $84,032 | +20.7% | 218 | 0.0% | 0.04% | +10.8% | |
| FIVG | Buy | ETF DEFIANCEuie | $82,369 | +35.2% | 2,512 | +23.2% | 0.04% | +25.0% |
| ACN | Buy | ACCENTURE PLC | $82,196 | +7.5% | 288 | +0.3% | 0.04% | -2.4% |
| LH | Buy | LABORATORY CORP | $82,921 | -2.3% | 361 | +0.3% | 0.04% | -11.1% |
| DLN | Sell | WISDOMTREE US LARGECAP DIVIDEND ETFuie | $82,149 | -19.4% | 1,328 | -19.3% | 0.04% | -25.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS | $82,255 | +19.7% | 805 | +3.2% | 0.04% | +8.1% |
| FSK | Buy | FS KKR | $82,696 | +39.2% | 4,470 | +31.7% | 0.04% | +25.0% |
| VOT | VANGUARD MIDmf closed and mf open | $77,956 | +8.4% | 400 | 0.0% | 0.04% | 0.0% | |
| UNH | Buy | UNITEDHEALTH GROUP | $78,338 | +27.9% | 166 | +43.1% | 0.04% | +15.2% |
| PTLC | Sell | PACER TRENDPILOTmf closed and mf open | $75,899 | -52.0% | 1,994 | -52.7% | 0.04% | -56.0% |
| IWP | Buy | ISHARES RUSSELLmf closed and mf open | $75,837 | +9.1% | 833 | +0.1% | 0.04% | 0.0% |
| KNG | Sell | FIRST TRUSTmf closed and mf open | $76,903 | -5.6% | 1,495 | -6.3% | 0.04% | -14.0% |
| CINF | Sell | CINCINNATI FINL | $74,309 | -9.4% | 663 | -17.2% | 0.04% | -18.2% |
| AEP | Buy | AMERICAN ELECTRIC | $73,913 | -3.5% | 812 | +0.7% | 0.04% | -12.2% |
| VHT | Buy | VANGUARD HEALTHmf closed and mf open | $73,693 | +6.2% | 309 | +10.4% | 0.04% | -2.7% |
| GILD | Sell | GILEAD SCIENCES INC | $71,936 | -44.8% | 867 | -42.8% | 0.04% | -49.3% |
| NUE | Sell | NUCOR CORP | $70,283 | -16.9% | 455 | -29.1% | 0.03% | -24.4% |
| CMCSA | COMCAST CORP | $67,366 | +8.4% | 1,777 | 0.0% | 0.03% | 0.0% | |
| FTCS | Sell | FIRST TRUST CAPITAL STRENGTH ETFuie | $68,199 | -14.0% | 935 | -11.6% | 0.03% | -21.4% |
| NZF | NUVEEN MUNICIPALmf closed and mf open | $67,780 | -1.1% | 5,672 | 0.0% | 0.03% | -8.3% | |
| MDT | Sell | MEDTRONIC PLC | $68,608 | -9.5% | 851 | -12.7% | 0.03% | -17.5% |
| MET | Buy | METLIFE INC | $64,212 | -19.9% | 1,108 | +0.1% | 0.03% | -27.9% |
| LPG | Buy | DORIAN LPG | $63,808 | +53.1% | 3,200 | +45.5% | 0.03% | +40.9% |
| SCHG | Sell | SCHWAB USmf closed and mf open | $65,170 | +1.3% | 1,000 | -13.6% | 0.03% | -8.8% |
| TXN | TEXAS INSTRUMENTS | $64,917 | +12.6% | 349 | 0.0% | 0.03% | 0.0% | |
| XLY | Buy | CONSUMER DISCRETIONARYmf closed and mf open | $65,221 | +30.8% | 436 | +13.0% | 0.03% | +14.8% |
| TDOC | Buy | TELADOC INC | $63,068 | +23.7% | 2,435 | +13.0% | 0.03% | +11.1% |
| MAR | Sell | MARRIOTT INTL | $62,457 | +4.7% | 376 | -6.2% | 0.03% | -6.2% |
| DES | Buy | WISDOMTREE U Smf closed and mf open | $59,123 | +2.9% | 2,070 | +2.5% | 0.03% | -6.5% |
| SRVR | Sell | PACER DATAmf closed and mf open | $60,032 | -11.6% | 2,025 | -13.4% | 0.03% | -19.4% |
| SPLV | Buy | INVESCO EXCHANGEmf closed and mf open | $60,470 | -2.2% | 969 | +0.2% | 0.03% | -12.1% |
| HAL | Buy | HALLIBURTON COMPANY | $60,788 | -19.3% | 1,921 | +0.3% | 0.03% | -27.5% |
| IBDS | Buy | ISHARES IBONDSmf closed and mf open | $59,312 | +31.5% | 2,490 | +29.0% | 0.03% | +20.8% |
| DBEU | X TRACKERSmf closed and mf open | $59,873 | +9.6% | 1,635 | 0.0% | 0.03% | 0.0% | |
| VTI | Sell | VANGUARD TOTALmf closed and mf open | $60,822 | -2.4% | 298 | -8.6% | 0.03% | -12.1% |
| LYFT | Sell | LYFT INC | $57,474 | -17.2% | 6,200 | -1.6% | 0.03% | -24.3% |
| GPC | Sell | GENUINE PARTS | $57,221 | -31.1% | 342 | -28.5% | 0.03% | -36.4% |
| MGM | Buy | MGM RESORTS | $58,878 | +43.3% | 1,325 | +8.2% | 0.03% | +27.3% |
| CWI | SPDR MSCImf closed and mf open | $57,018 | +6.9% | 2,216 | 0.0% | 0.03% | 0.0% | |
| CLX | CLOROX COMPANY | $54,902 | +12.8% | 347 | 0.0% | 0.03% | +3.8% | |
| TRGP | TARGA RESOURCES | $55,151 | -0.7% | 756 | 0.0% | 0.03% | -10.0% | |
| ES | EVERSOURCE ENERGY | $55,408 | -6.7% | 708 | 0.0% | 0.03% | -15.6% | |
| JBL | Sell | JABIL INC | $52,896 | -3.0% | 600 | -25.0% | 0.03% | -10.3% |
| BX | Buy | BLACKSTONE INC | $53,565 | +19.4% | 610 | +0.8% | 0.03% | +8.3% |
| NOBL | PROSHARES TRUSTmf closed and mf open | $53,375 | +1.4% | 585 | 0.0% | 0.03% | -7.1% | |
| FXH | FIRST TRUSTmf closed and mf open | $53,444 | -1.1% | 497 | 0.0% | 0.03% | -10.3% | |
| XLB | Sell | SECTOR MATERIALSmf closed and mf open | $54,445 | -1.3% | 675 | -4.9% | 0.03% | -10.3% |
| AEE | AMEREN CORP | $51,834 | -2.8% | 600 | 0.0% | 0.02% | -10.7% | |
| TILT | Buy | FLEXSHARES MORNINGSTARmf closed and mf open | $52,019 | +5.7% | 332 | +0.3% | 0.02% | -3.8% |
| CUBE | CUBESMART | $51,998 | +14.8% | 1,125 | 0.0% | 0.02% | +4.2% | |
| ED | Sell | CONSOLIDATED EDISON | $50,742 | -15.7% | 530 | -16.0% | 0.02% | -21.9% |
| ILCB | Buy | ISHARES MORNINGSTARmf closed and mf open | $49,798 | +7.6% | 883 | +0.5% | 0.02% | -4.0% |
| OEF | ISHARES S&Pmf closed and mf open | $47,695 | +9.7% | 255 | 0.0% | 0.02% | 0.0% | |
| SQ | BLOCK INC CLASS A | $47,439 | +9.2% | 691 | 0.0% | 0.02% | 0.0% | |
| RBLX | Sell | ROBLOX CORP | $47,546 | +23.6% | 1,057 | -21.8% | 0.02% | +15.0% |
| ADM | Sell | ARCHER DANIELS | $46,760 | -38.9% | 587 | -28.8% | 0.02% | -43.9% |
| TROW | Sell | PRICE T | $47,531 | -12.4% | 421 | -15.3% | 0.02% | -20.7% |
| TDIV | Sell | FIRST TRUSTmf closed and mf open | $45,976 | -20.4% | 850 | -29.7% | 0.02% | -29.0% |
| USSG | New | X TRACKERSmf closed and mf open | $45,093 | – | 1,200 | +100.0% | 0.02% | – |
| AMGN | Buy | AMGEN INC | $46,133 | -7.5% | 191 | +0.5% | 0.02% | -18.5% |
| NCLH | NORWEGIAN CRUISE | $45,394 | +9.9% | 3,375 | 0.0% | 0.02% | 0.0% | |
| KIM | New | KIMCO REALTY | $45,427 | – | 2,326 | +100.0% | 0.02% | – |
| F | Buy | FORD MOTOR CO | $45,822 | +8.7% | 3,637 | +0.4% | 0.02% | 0.0% |
| IBDR | Buy | ISHARES IBONDSmf closed and mf open | $45,087 | +67.3% | 1,900 | +64.6% | 0.02% | +57.1% |
| VB | Sell | VANGUARD SMALLmf closed and mf open | $44,763 | -25.0% | 236 | -27.4% | 0.02% | -31.2% |
| ENB | Buy | ENBRIDGE INC | $43,493 | +85.4% | 1,140 | +90.0% | 0.02% | +75.0% |
| UAL | UNITED AIRLINES | $44,250 | +17.4% | 1,000 | 0.0% | 0.02% | +5.0% | |
| STM | Buy | STMICROELECTRONICS N V | $42,792 | +140.6% | 800 | +60.0% | 0.02% | +133.3% |
| DURA | Buy | VANECK DURABLEmf closed and mf open | $44,020 | +10.0% | 1,406 | +11.9% | 0.02% | 0.0% |
| CMG | CHIPOTLE MEXICAN | $42,708 | +23.1% | 25 | 0.0% | 0.02% | +16.7% | |
| XHE | SPDR S&Pmf closed and mf open | $42,593 | +4.1% | 455 | 0.0% | 0.02% | -4.5% | |
| IYH | Sell | ISHARES U Smf closed and mf open | $42,663 | -16.9% | 156 | -13.8% | 0.02% | -22.2% |
| IEF | New | ISHARES 7-10 YEAR TRSURYBOND ETFuie | $42,622 | – | 430 | +100.0% | 0.02% | – |
| ICLN | Sell | ISHARES GLOBALmf closed and mf open | $41,313 | -37.8% | 2,089 | -37.6% | 0.02% | -42.9% |
| O | Buy | REALTY INCOME | $40,778 | +116.5% | 644 | +116.8% | 0.02% | +100.0% |
| ORCL | Buy | ORACLE CORP | $41,599 | +13.9% | 448 | +0.2% | 0.02% | +5.3% |
| IJK | Buy | ISHARES S&Pmf closed and mf open | $42,192 | +5.0% | 590 | +0.3% | 0.02% | -4.8% |
| ARKK | Buy | ARK INNOVATIONmf closed and mf open | $38,328 | +44.3% | 950 | +11.8% | 0.02% | +35.7% |
| BND | VANGUARD TOTALmf closed and mf open | $39,129 | +2.8% | 530 | 0.0% | 0.02% | -5.0% | |
| EMR | Sell | EMERSON ELECTRIC | $39,996 | -21.0% | 459 | -12.9% | 0.02% | -29.6% |
| RYLD | Buy | GLOBAL RUSSELLmf closed and mf open | $38,452 | +56.0% | 2,141 | +63.4% | 0.02% | +46.2% |
| DHS | WISDOMTREE U Smf closed and mf open | $39,655 | -4.4% | 482 | 0.0% | 0.02% | -13.6% | |
| MDLZ | MONDELEZ INTERNATIONAL | $38,625 | +4.6% | 554 | 0.0% | 0.02% | -5.0% | |
| PSK | SPDR ICEmf closed and mf open | $40,073 | +3.5% | 1,180 | 0.0% | 0.02% | -9.5% | |
| SON | Sell | SONOCO PRODUCTS CO | $37,271 | -19.6% | 611 | -20.0% | 0.02% | -28.0% |
| GIS | Buy | GENERAL MILLS | $36,793 | +2.0% | 431 | +0.2% | 0.02% | -5.3% |
| ORI | Sell | OLD REPUBLIC | $38,305 | -29.7% | 1,534 | -32.1% | 0.02% | -37.9% |
| PLUG | Sell | PLUG POWER | $37,504 | -20.7% | 3,200 | -16.3% | 0.02% | -28.0% |
| SLY | Buy | SPDR SERIESmf closed and mf open | $36,486 | +98.8% | 434 | +94.6% | 0.02% | +80.0% |
| XLP | Sell | SECTOR CONSUMERmf closed and mf open | $35,021 | -36.3% | 469 | -36.4% | 0.02% | -41.4% |
| RFG | Buy | INVESCO S&Pmf closed and mf open | $35,723 | +7.8% | 195 | +5.4% | 0.02% | -5.6% |
| PXE | INVESCO DYNAMICmf closed and mf open | $35,033 | -8.8% | 1,298 | 0.0% | 0.02% | -15.0% | |
| ITOT | Buy | ISHARES TOTAL US STOCK MARKET ETFuie | $34,826 | +19.9% | 385 | +12.6% | 0.02% | +13.3% |
| SBCF | Sell | SEACOAST BANKING | $34,175 | -75.6% | 1,442 | -67.9% | 0.02% | -77.0% |
| GWW | GRAINGER W W | $33,063 | +23.8% | 48 | 0.0% | 0.02% | +14.3% | |
| Sell | WARNER BROS | $32,723 | +53.9% | 2,167 | -3.4% | 0.02% | +45.5% | |
| VICI | New | VICI PROPERTIES | $33,403 | – | 1,024 | +100.0% | 0.02% | – |
| GNL | GLOBAL NET | $33,436 | +2.3% | 2,600 | 0.0% | 0.02% | -5.9% | |
| DIGITALBRIDGE GROUP | $32,171 | +9.6% | 2,683 | 0.0% | 0.02% | 0.0% | ||
| CCI | Buy | CROWN CASTLE | $33,314 | -0.3% | 249 | +1.2% | 0.02% | -11.1% |
| MVO | Buy | MV OIL | $32,615 | +14.1% | 2,750 | +57.1% | 0.02% | +6.7% |
| LUV | Sell | SOUTHWEST AIRLINES | $33,001 | -18.7% | 1,014 | -15.9% | 0.02% | -27.3% |
| BKH | Sell | BLACK HILLS | $33,696 | -22.6% | 534 | -13.7% | 0.02% | -30.4% |
| SPTM | Sell | SPDR PORTFOLIOmf closed and mf open | $33,738 | -15.6% | 669 | -20.9% | 0.02% | -23.8% |
| New | CNL HEALTHCARE PROPERTIES INCret | $31,123 | – | 4,498 | +100.0% | 0.02% | – | |
| IBDU | ISHARES IBONDSmf closed and mf open | $30,431 | +3.2% | 1,330 | 0.0% | 0.02% | -6.2% | |
| MPLX | Buy | MPLXoil & gas, real estate and reit | $30,661 | +69.8% | 890 | +61.8% | 0.02% | +50.0% |
| WDAY | WORKDAY INC CLASS A | $30,981 | +23.4% | 150 | 0.0% | 0.02% | +15.4% | |
| Buy | GSK PLC | $31,786 | +1.4% | 893 | +0.1% | 0.02% | -11.8% | |
| QDEF | Buy | FLEXSHARES TRUSTmf closed and mf open | $31,028 | +3.3% | 586 | +0.3% | 0.02% | -6.2% |
| VNQ | Sell | VANGUARD REALmf closed and mf open | $30,642 | -20.8% | 369 | -21.3% | 0.02% | -28.6% |
| Sell | DRAFTKINGS INC NEW CLASS A | $30,492 | +59.8% | 1,575 | -6.0% | 0.02% | +50.0% | |
| OXY | OCCIDENTAL PETROLEUM | $31,215 | -0.9% | 500 | 0.0% | 0.02% | -11.8% | |
| NFG | Sell | NATIONAL FUEL | $30,314 | -35.7% | 525 | -29.5% | 0.02% | -40.0% |
| IYW | ISHARES TECHNOLOGYmf closed and mf open | $31,555 | +24.6% | 340 | 0.0% | 0.02% | +15.4% | |
| EVRG | EVERGY INC | $30,560 | -2.9% | 500 | 0.0% | 0.02% | -11.8% | |
| EWJ | ISHARES MSCImf closed and mf open | $28,466 | +7.8% | 485 | 0.0% | 0.01% | 0.0% | |
| MDYV | Buy | SPDR SERIESmf closed and mf open | $27,973 | +26.5% | 423 | +23.7% | 0.01% | +16.7% |
| FTXG | FIRST TRUSTmf closed and mf open | $29,710 | -0.6% | 1,105 | 0.0% | 0.01% | -12.5% | |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $29,653 | +37.3% | 4,885 | +4.3% | 0.01% | +27.3% |
| ROKU | ROKU INC | $26,328 | +61.7% | 400 | 0.0% | 0.01% | +44.4% | |
| UBSI | Sell | UNITED BANKSHARES | $26,612 | -22.8% | 756 | -11.2% | 0.01% | -27.8% |
| DEEP | ETF ROUNDHILLmf closed and mf open | $27,033 | +5.0% | 853 | 0.0% | 0.01% | -7.1% | |
| MO | ALTRIA GROUP | $26,549 | -2.4% | 595 | 0.0% | 0.01% | -7.1% | |
| COIN | Sell | COINBASE GLOBAL | $26,150 | +48.4% | 387 | -22.3% | 0.01% | +44.4% |
| IPAY | ETF MANAGERSmf closed and mf open | $26,003 | +6.1% | 624 | 0.0% | 0.01% | 0.0% | |
| DJP | BARCLAYS BANKpreferred stock | $26,788 | -6.3% | 848 | 0.0% | 0.01% | -13.3% | |
| QCLN | FIRST TRUSTmf closed and mf open | $26,115 | +10.7% | 500 | 0.0% | 0.01% | 0.0% | |
| PRU | Sell | PRUDENTIAL FINANCIAL | $26,571 | -24.6% | 321 | -9.3% | 0.01% | -31.6% |
| AXP | Sell | AMERICAN EXPRESS | $26,392 | -68.2% | 160 | -71.5% | 0.01% | -70.5% |
| SRV | Buy | CUSHING MLPmf closed and mf open | $26,200 | +4.1% | 800 | +6.7% | 0.01% | 0.0% |
| Sell | VANECK INTERNATIONAL INVESTORS GOLD Amfa | $25,907 | +8.0% | 2,641 | -2.1% | 0.01% | 0.0% | |
| GD | GENERAL DYNAMICS | $26,017 | -8.0% | 114 | 0.0% | 0.01% | -13.3% | |
| IJJ | Buy | ISHARES S&Pmf closed and mf open | $26,636 | +64.6% | 259 | +60.9% | 0.01% | +44.4% |
| MUB | ISHARES NATIONALmf closed and mf open | $25,864 | +2.3% | 240 | 0.0% | 0.01% | -7.7% | |
| AB | ALLIANCE BERNSTEINoil & gas, real estate and reit | $25,592 | +6.4% | 700 | 0.0% | 0.01% | -7.7% | |
| PPA | New | INVESCO AEROSPACEmf closed and mf open | $25,031 | – | 311 | +100.0% | 0.01% | – |
| TDV | New | PROSHARES S&Pmf closed and mf open | $23,868 | – | 390 | +100.0% | 0.01% | – |
| IDRV | Buy | ISHARES SELFmf closed and mf open | $24,941 | +13.7% | 650 | +0.2% | 0.01% | 0.0% |
| IBDT | ISHARES IBONDSmf closed and mf open | $24,940 | +2.7% | 1,000 | 0.0% | 0.01% | -7.7% | |
| GOGL | Buy | GOLDEN OCEAN | $24,752 | +78.0% | 2,600 | +62.5% | 0.01% | +71.4% |
| IBTG | New | ISHARES IBONDSmf closed and mf open | $25,688 | – | 1,113 | +100.0% | 0.01% | – |
| PEP | PEPSICO INC | $23,864 | +0.9% | 131 | 0.0% | 0.01% | -7.7% | |
| EIC | EAGLE POINTmf closed and mf open | $23,959 | +1.7% | 1,698 | 0.0% | 0.01% | -7.7% | |
| CI | CIGNA GROUP | $24,786 | -22.9% | 97 | 0.0% | 0.01% | -29.4% | |
| SPDW | Sell | SPDR PORTFOLIOmf closed and mf open | $25,471 | -17.9% | 793 | -24.1% | 0.01% | -29.4% |
| ONEV | Buy | SPDR RUSSELLmf closed and mf open | $22,881 | +16.4% | 217 | +13.6% | 0.01% | +10.0% |
| IYLD | ISHARES MORNINGSTARmf closed and mf open | $22,523 | +1.4% | 1,170 | 0.0% | 0.01% | -8.3% | |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STK ETFuie | $21,808 | +36.0% | 395 | +27.4% | 0.01% | +22.2% |
| JNK | SPDR BLOOMBERGmf closed and mf open | $22,833 | +3.1% | 246 | 0.0% | 0.01% | -8.3% | |
| PLYM | PLYMOUTH INDUSTRIAL | $23,111 | +9.5% | 1,100 | 0.0% | 0.01% | 0.0% | |
| UVV | Sell | UNIVERSAL CORP VA | $23,114 | -11.9% | 437 | -12.1% | 0.01% | -21.4% |
| RC | Buy | READY CAPITAL | $23,391 | +78.7% | 2,300 | +95.7% | 0.01% | +57.1% |
| CCL | Buy | CARNIVAL CORP | $23,356 | +37.3% | 2,301 | +9.0% | 0.01% | +22.2% |
| CORR | Buy | CORENERGY INFRASTRUCTURE | $20,640 | -12.8% | 16,125 | +42.4% | 0.01% | -23.1% |
| Buy | GENERAL ELECTRIC | $21,484 | +105.6% | 225 | +80.0% | 0.01% | +66.7% | |
| TPX | TEMPUR SEALY | $19,745 | +15.0% | 500 | 0.0% | 0.01% | +11.1% | |
| Sell | FEDERAL REALTY | $20,359 | -13.9% | 206 | -12.0% | 0.01% | -23.1% | |
| DFS | DISCOVER FINANCIAL | $19,768 | +1.0% | 200 | 0.0% | 0.01% | 0.0% | |
| VTWO | VANGUARD RUSSELLmf closed and mf open | $20,615 | +2.4% | 286 | 0.0% | 0.01% | -9.1% | |
| SNOW | Buy | SNOWFLAKE INC | $21,292 | +18.7% | 138 | +10.4% | 0.01% | 0.0% |
| ATO | Sell | ATMOS ENERGY CORP | $21,461 | -67.6% | 191 | -67.7% | 0.01% | -71.4% |
| BLD | TOPBUILD CORP | $20,814 | +33.0% | 100 | 0.0% | 0.01% | +25.0% | |
| GLW | CORNING INC | $21,168 | +10.5% | 600 | 0.0% | 0.01% | 0.0% | |
| CTBI | Sell | COMMUNITY TRUST | $20,303 | -27.5% | 535 | -12.3% | 0.01% | -33.3% |
| LEG | Sell | LEGGETT & PLATT | $18,617 | -13.3% | 584 | -12.3% | 0.01% | -18.2% |
| CATH | Buy | GLOBAL Xmf closed and mf open | $17,774 | +8.7% | 354 | +0.9% | 0.01% | 0.0% |
| ARCC | Buy | ARES CAPITALmf closed and mf open | $19,097 | +72.3% | 1,045 | +74.2% | 0.01% | +50.0% |
| DSI | ISHARES MSCImf closed and mf open | $19,653 | +8.7% | 252 | 0.0% | 0.01% | -10.0% | |
| D | Sell | DOMINION ENERGY | $18,618 | -50.1% | 333 | -45.2% | 0.01% | -55.0% |
| OMFL | Sell | INVESCO RUSSELLmf closed and mf open | $18,178 | -17.3% | 391 | -23.6% | 0.01% | -25.0% |
| TRP | Buy | TC ENERGY | $18,775 | -0.8% | 483 | +1.7% | 0.01% | -10.0% |
| ERH | ALLSRPING UTLTS AND HGHmf closed and mf open | $19,104 | -4.8% | 1,792 | 0.0% | 0.01% | -18.2% | |
| PHG | KONINKLIJKE PHILIPS | $19,672 | +22.4% | 1,072 | 0.0% | 0.01% | 0.0% | |
| MNST | Buy | MONSTER BEVERAGE | $17,931 | +6.4% | 332 | +100.0% | 0.01% | 0.0% |
| WELL | WELLTOWER INC | $18,855 | +9.4% | 263 | 0.0% | 0.01% | 0.0% | |
| TGTX | TG THERAPEUTICS INC | $19,176 | +27.1% | 1,275 | 0.0% | 0.01% | +12.5% | |
| EWMC | Buy | INVESCO EXCHANGEmf closed and mf open | $17,663 | +4.3% | 203 | +0.5% | 0.01% | 0.0% |
| VFH | VANGUARD FINANCIALSmf closed and mf open | $18,538 | -5.9% | 238 | 0.0% | 0.01% | -10.0% | |
| SBLK | STAR BULK | $18,374 | +9.8% | 870 | 0.0% | 0.01% | 0.0% | |
| ALB | ALBEMARLE CORP | $17,729 | +2.0% | 80 | 0.0% | 0.01% | 0.0% | |
| TLT | ISHARES 20YRmf closed and mf open | $19,573 | +6.8% | 184 | 0.0% | 0.01% | -10.0% | |
| OKE | ONEOK INC | $18,744 | -3.3% | 295 | 0.0% | 0.01% | -10.0% | |
| PKW | Buy | INVESCO BUYBACKmf closed and mf open | $17,954 | -0.3% | 211 | +0.5% | 0.01% | -10.0% |
| IWF | ISHARES RUSSELLmf closed and mf open | $18,813 | +14.0% | 77 | 0.0% | 0.01% | 0.0% | |
| EXR | New | EXTRA SPACE | $16,293 | – | 100 | +100.0% | 0.01% | – |
| VALE | New | VALE S A | $16,506 | – | 1,046 | +100.0% | 0.01% | – |
| IWN | ISHARES RUSSELLmf closed and mf open | $17,128 | -1.2% | 125 | 0.0% | 0.01% | -11.1% | |
| SCHD | Buy | SCHWAB USmf closed and mf open | $17,318 | -2.8% | 237 | +0.4% | 0.01% | -11.1% |
| ETSY | ETSY INC | $15,920 | -7.1% | 143 | 0.0% | 0.01% | -11.1% | |
| MRVL | MARVELL TECHNOLOGY | $17,320 | +16.9% | 400 | 0.0% | 0.01% | 0.0% | |
| XLC | Sell | SELECT SECTORmf closed and mf open | $16,695 | -7.5% | 288 | -23.4% | 0.01% | -20.0% |
| PFF | Buy | ISHARES U Suie | $15,672 | +14.1% | 502 | +11.6% | 0.01% | +14.3% |
| ANTM | ELEVANCE HEALTH | $16,093 | -10.4% | 35 | 0.0% | 0.01% | -20.0% | |
| ANET | ARISTA NETWORKS | $16,786 | +38.3% | 100 | 0.0% | 0.01% | +33.3% | |
| CMI | CUMMINS INC | $17,479 | -1.1% | 73 | 0.0% | 0.01% | -11.1% | |
| WSO | WATSCO INC | $15,908 | +27.6% | 50 | 0.0% | 0.01% | +14.3% | |
| TT | Buy | TRANE TECHNOLOGIES | $15,760 | +9.9% | 86 | +1.2% | 0.01% | 0.0% |
| QDF | Buy | FLEXSHARES TRUSTmf closed and mf open | $17,369 | +4.0% | 319 | +0.3% | 0.01% | -11.1% |
| PTNQ | Sell | PACER TRENDPILOTmf closed and mf open | $17,468 | -70.1% | 318 | -73.2% | 0.01% | -74.2% |
| PAA | Buy | PLAINS ALLoil & gas, real estate and reit | $15,889 | +6.6% | 1,274 | +0.5% | 0.01% | 0.0% |
| IEMG | New | ISHARES COREmf closed and mf open | $15,857 | – | 325 | +100.0% | 0.01% | – |
| RICK | New | RCI HOSPITALITY | $15,634 | – | 200 | +100.0% | 0.01% | – |
| MFC | MANULIFE FINANCIAL | $17,589 | +2.9% | 958 | 0.0% | 0.01% | -11.1% | |
| BSM | New | BLACK STONE | $15,690 | – | 1,000 | +100.0% | 0.01% | – |
| DOCU | DOCUSIGN INC | $13,934 | +5.2% | 239 | 0.0% | 0.01% | 0.0% | |
| FTXR | Buy | FIRST TRUSTmf closed and mf open | $13,899 | +8.5% | 511 | +0.6% | 0.01% | 0.0% |
| DJD | New | INVESCO DOWmf closed and mf open | $14,157 | – | 331 | +100.0% | 0.01% | – |
| CLIX | Sell | PROSHARES TRmf closed and mf open | $15,085 | -28.0% | 457 | -35.5% | 0.01% | -36.4% |
| KKR | KKR & CO | $14,968 | +13.1% | 285 | 0.0% | 0.01% | 0.0% | |
| PEAK | HEALTHPEAK PPTYS | $14,720 | -12.4% | 670 | 0.0% | 0.01% | -22.2% | |
| HEWG | ISHARES CURRENCYmf closed and mf open | $15,162 | +14.6% | 490 | 0.0% | 0.01% | 0.0% | |
| PKG | Buy | PACKAGING CORP | $14,162 | +9.5% | 102 | +1.0% | 0.01% | 0.0% |
| ALC | ALCON INC | $14,108 | +2.9% | 200 | 0.0% | 0.01% | 0.0% | |
| VGK | VANGUARD FTSEmf closed and mf open | $14,506 | +9.9% | 238 | 0.0% | 0.01% | 0.0% | |
| BNDX | VANGUARD TOTALmf closed and mf open | $14,480 | +3.1% | 296 | 0.0% | 0.01% | 0.0% | |
| MRNA | MODERNA INC | $13,822 | -14.5% | 90 | 0.0% | 0.01% | -22.2% | |
| QLC | Buy | FLEXSHARES U Smf closed and mf open | $14,750 | +7.0% | 325 | +0.3% | 0.01% | 0.0% |
| NKE | Sell | NIKE INC | $15,330 | -56.5% | 125 | -58.5% | 0.01% | -63.2% |
| New | SILA REALTY TRUST INC CLASS Aret | $15,293 | – | 1,860 | +100.0% | 0.01% | – | |
| DVN | Buy | DEVON ENERGY | $12,147 | +3.9% | 240 | +26.3% | 0.01% | 0.0% |
| ECC | Buy | EAGLE POINTmf closed and mf open | $13,404 | +20.4% | 1,200 | +9.1% | 0.01% | 0.0% |
| EEM | ISHARES MSCImf closed and mf open | $12,666 | +4.1% | 321 | 0.0% | 0.01% | 0.0% | |
| IJS | ISHARES S&Pmf closed and mf open | $12,354 | +2.5% | 132 | 0.0% | 0.01% | 0.0% | |
| PDI | Buy | PIMCO DYNAMICmf closed and mf open | $12,705 | +450.0% | 705 | +464.0% | 0.01% | +500.0% |
| ILCG | ISHARES MORNINGSTARmf closed and mf open | $13,362 | +14.0% | 241 | 0.0% | 0.01% | 0.0% | |
| NAVI | NAVIENT CORP | $13,432 | -2.8% | 840 | 0.0% | 0.01% | -14.3% | |
| MSI | MOTOROLA SOLUTIONS | $12,228 | +11.2% | 43 | 0.0% | 0.01% | 0.0% | |
| ANGL | Buy | VANECK FALLENmf closed and mf open | $11,638 | +4.6% | 415 | +0.7% | 0.01% | 0.0% |
| EFC | ELLINGTON FINANCIAL | $11,600 | -1.3% | 950 | 0.0% | 0.01% | 0.0% | |
| INSP | INSPIRE MEDICAL | $11,704 | -7.1% | 50 | 0.0% | 0.01% | -14.3% | |
| TM | Buy | TOYOTA MOTOR | $12,752 | +24.5% | 90 | +20.0% | 0.01% | +20.0% |
| NBR | NABORS INDUSTRIES | $13,166 | -21.3% | 108 | 0.0% | 0.01% | -33.3% | |
| AWAY | ETF MANAGERSmf closed and mf open | $12,990 | +4.9% | 750 | 0.0% | 0.01% | -14.3% | |
| TXRH | TEXAS ROADHOUSE | $11,454 | +18.8% | 106 | 0.0% | 0.01% | +20.0% | |
| EQWL | Buy | INVESCO S&Pmf closed and mf open | $12,028 | +4.9% | 154 | +0.7% | 0.01% | 0.0% |
| ITW | ILLINOIS TOOL | $13,390 | +10.5% | 55 | 0.0% | 0.01% | 0.0% | |
| Buy | FS CREDIT OPPORTUNITcem | $12,272 | +88.5% | 2,764 | +100.0% | 0.01% | +100.0% | |
| AMAT | APPLIED MATERIALS | $12,283 | +26.1% | 100 | 0.0% | 0.01% | +20.0% | |
| IWD | ISHARES RUSSELLmf closed and mf open | $12,333 | +0.4% | 81 | 0.0% | 0.01% | -14.3% | |
| XSD | Buy | SPDR S&P SEMICONDUCTOR ETFuie | $11,099 | +29.7% | 53 | +3.9% | 0.01% | 0.0% |
| ICE | INTERCONTINENTAL EXCH | $9,699 | +1.7% | 93 | 0.0% | 0.01% | 0.0% | |
| PWC | INVESCO DYNAMICmf closed and mf open | $10,175 | +6.4% | 92 | 0.0% | 0.01% | 0.0% | |
| SPMO | New | INVESCO EXCHANGEmf closed and mf open | $9,543 | – | 175 | +100.0% | 0.01% | – |
| EWP | ISHARES MSCImf closed and mf open | $9,615 | +15.3% | 345 | 0.0% | 0.01% | +25.0% | |
| SPEM | Sell | SPDR PORTFOLIOmf closed and mf open | $10,376 | -21.5% | 304 | -24.2% | 0.01% | -28.6% |
| DAL | DELTA AIRLINES | $9,464 | +6.3% | 271 | 0.0% | 0.01% | 0.0% | |
| PLAY | DAVE & BUSTERS | $10,117 | +3.8% | 275 | 0.0% | 0.01% | 0.0% | |
| IWM | ISHARES RUSSELLmf closed and mf open | $9,634 | +2.3% | 54 | 0.0% | 0.01% | 0.0% | |
| IUSV | New | ISHARES CORE S&P US VALUE ETFuie | $9,739 | – | 132 | +100.0% | 0.01% | – |
| ESPR | New | ESPERION THERAPEUTICS | $10,335 | – | 6,500 | +100.0% | 0.01% | – |
| IYF | ISHARES U Smf closed and mf open | $11,382 | -5.7% | 160 | 0.0% | 0.01% | -16.7% | |
| VLUE | ISHARES MSCImf closed and mf open | $11,111 | +1.6% | 120 | 0.0% | 0.01% | -16.7% | |
| RENEW ENERGY | $11,240 | +2.2% | 2,000 | 0.0% | 0.01% | -16.7% | ||
| VPU | VANGUARD UTILITIESmf closed and mf open | $11,064 | -3.8% | 75 | 0.0% | 0.01% | -16.7% | |
| JPMORGAN ACTIVEmf closed and mf open | $10,371 | +0.8% | 201 | 0.0% | 0.01% | 0.0% | ||
| CIGI | COLLIERS INTERNTNL GRO Ffgc | $10,555 | +14.7% | 100 | 0.0% | 0.01% | 0.0% | |
| JHMM | JOHN HANCOCKmf closed and mf open | $10,460 | +2.9% | 218 | 0.0% | 0.01% | 0.0% | |
| LPLA | New | LPL FINANCIAL | $10,120 | – | 50 | +100.0% | 0.01% | – |
| ABNB | Sell | AIRBNB INC | $11,196 | -41.8% | 90 | -60.0% | 0.01% | -50.0% |
| DGRW | Sell | WISDOMTREE TRUSTmf closed and mf open | $9,663 | -27.1% | 155 | -29.5% | 0.01% | -28.6% |
| CPT | CAMDEN PROPERTY | $10,065 | -6.3% | 96 | 0.0% | 0.01% | -16.7% | |
| CME | CME GROUP | $9,576 | +13.9% | 50 | 0.0% | 0.01% | +25.0% | |
| GLPI | GAMING & LEISURE | $10,412 | -0.1% | 200 | 0.0% | 0.01% | -16.7% | |
| New | NEW YORK | $9,960 | – | 1,000 | +100.0% | 0.01% | – | |
| NVS | NOVARTIS AG | $11,132 | +1.4% | 121 | 0.0% | 0.01% | -16.7% | |
| OHI | OMEGA HEALTHCARE | $9,461 | -1.7% | 345 | 0.0% | 0.01% | 0.0% | |
| BOND | PIMCO ACTIVEmf closed and mf open | $9,368 | +2.5% | 101 | 0.0% | 0.01% | 0.0% | |
| SCHW | New | SCHWAB CHARLES | $10,476 | – | 200 | +100.0% | 0.01% | – |
| GENY | PRINCIPAL MILLENNIALmf closed and mf open | $10,840 | +11.7% | 253 | 0.0% | 0.01% | 0.0% | |
| PLD | PROLOGIS INC | $9,358 | +10.7% | 75 | 0.0% | 0.01% | +25.0% | |
| WBA | Sell | WALGREENS BOOTS | $10,256 | -49.6% | 297 | -45.5% | 0.01% | -54.5% |
| ACAD | ACADIA PHARMACEUTICAL | $11,292 | +18.2% | 600 | 0.0% | 0.01% | 0.0% | |
| QRTEA | QURATE RETAIL | $9,858 | -39.4% | 9,980 | 0.0% | 0.01% | -44.4% | |
| KHC | KRAFT HEINZ | $7,734 | -5.0% | 200 | 0.0% | 0.00% | 0.0% | |
| VTV | New | VANGUARD VALUEmf closed and mf open | $8,563 | – | 62 | +100.0% | 0.00% | – |
| HRL | Sell | HORMEL FOODS | $7,258 | -49.7% | 182 | -42.6% | 0.00% | -50.0% |
| KMI | KINDER MORGAN | $8,598 | -3.1% | 491 | 0.0% | 0.00% | -20.0% | |
| FV | New | FIRST TRST DORSEY WRIGHTFOCUS 5 ETFuie | $8,024 | – | 178 | +100.0% | 0.00% | – |
| VTRS | VIATRIS INC | $7,984 | -13.6% | 830 | 0.0% | 0.00% | -20.0% | |
| SKYY | FIRST TRUSTmf closed and mf open | $8,587 | +16.1% | 128 | 0.0% | 0.00% | 0.0% | |
| WDIV | SPDR INDEXmf closed and mf open | $8,845 | +0.5% | 150 | 0.0% | 0.00% | -20.0% | |
| OSK | OSHKOSH CORP | $8,855 | -5.2% | 106 | 0.0% | 0.00% | -20.0% | |
| IIPR | INNOVATIVE INDUSTRIAL | $8,359 | -25.0% | 110 | 0.0% | 0.00% | -33.3% | |
| ESPO | VANECK VIDEOmf closed and mf open | $8,010 | +23.4% | 151 | 0.0% | 0.00% | +33.3% | |
| IGF | ISHARES GLOBALmf closed and mf open | $9,271 | +4.1% | 194 | 0.0% | 0.00% | -20.0% | |
| SILK | SILK ROAD | $7,630 | -26.0% | 195 | 0.0% | 0.00% | -20.0% | |
| IXUS | Buy | ISHARES CORE MSCI TOTL INTL STCK ETFuie | $8,600 | +88.5% | 139 | +75.9% | 0.00% | +100.0% |
| CTSH | COGNIZANT TECH | $8,288 | +6.5% | 136 | 0.0% | 0.00% | 0.0% | |
| XFLT | New | XAI OCTAGONmf closed and mf open | $7,331 | – | 1,141 | +100.0% | 0.00% | – |
| EOI | EATON VANCEmf closed and mf open | $7,610 | +1.9% | 500 | 0.0% | 0.00% | 0.0% | |
| New | SOLID POWER | $7,525 | – | 2,500 | +100.0% | 0.00% | – | |
| AMCR | Sell | AMCOR PLC | $8,000 | -44.2% | 703 | -41.6% | 0.00% | -50.0% |
| IHI | ISHARES U Smf closed and mf open | $8,203 | +2.7% | 152 | 0.0% | 0.00% | 0.0% | |
| JBLU | JETBLUE AIRWAYS | $7,280 | +12.3% | 1,000 | 0.0% | 0.00% | +33.3% | |
| TER | TERADYNE INC | $8,386 | +23.1% | 78 | 0.0% | 0.00% | 0.0% | |
| PUK | PRUDENTIAL PLC | $8,202 | -0.5% | 300 | 0.0% | 0.00% | 0.0% | |
| AXON | New | AXON ENTERPRISE | $8,994 | – | 40 | +100.0% | 0.00% | – |
| MLSS | MILESTONE SCIENTIFIC | $7,470 | +87.5% | 8,300 | 0.0% | 0.00% | +100.0% | |
| JPSE | New | JPMORGAN DIVERSIFIEDmf closed and mf open | $7,972 | – | 200 | +100.0% | 0.00% | – |
| APD | Sell | AIR PRODUCTS | $9,191 | -42.7% | 32 | -38.5% | 0.00% | -55.6% |
| WEYS | Sell | WEYCO GROUP | $7,641 | -12.4% | 302 | -26.7% | 0.00% | -20.0% |
| QQQM | Buy | INVESCO NASDAQmf closed and mf open | $7,789 | +48.2% | 59 | +22.9% | 0.00% | +33.3% |
| HTZZ | HERTZ GLOBAL | $7,721 | +5.8% | 474 | 0.0% | 0.00% | 0.0% | |
| W | Buy | WAYFAIR INC | $7,727 | +840.0% | 225 | +800.0% | 0.00% | – |
| LEGR | FIRST INDXXmf closed and mf open | $7,580 | +9.0% | 203 | 0.0% | 0.00% | 0.0% | |
| MOO | VANECK AGRIBUSINESSmf closed and mf open | $8,873 | +1.2% | 102 | 0.0% | 0.00% | -20.0% | |
| CHTR | CHARTER COMMUNICATIONS | $8,940 | +5.4% | 25 | 0.0% | 0.00% | -20.0% | |
| HALEON PLC | $9,060 | +1.8% | 1,113 | 0.0% | 0.00% | -20.0% | ||
| UHT | UNIVERSAL HEALTH RLTY | $7,410 | +0.8% | 154 | 0.0% | 0.00% | 0.0% | |
| BTI | New | BRITISH AMERN | $7,340 | – | 209 | +100.0% | 0.00% | – |
| VEU | Buy | VANGUARD FTSE ALL WORLD EX US ETFuie | $8,288 | +27.2% | 155 | +19.2% | 0.00% | +33.3% |
| VEEV | VEEVA SYSTEMS | $8,638 | +13.9% | 47 | 0.0% | 0.00% | 0.0% | |
| EPR | Buy | EPR PROPERTIES | $8,398 | +1.7% | 220 | +0.5% | 0.00% | 0.0% |
| PRF | INVESCO FTSEmf closed and mf open | $5,958 | +1.1% | 38 | 0.0% | 0.00% | 0.0% | |
| ZM | ZOOM VIDEO | $7,088 | +9.0% | 96 | 0.0% | 0.00% | 0.0% | |
| SHELL PLC | $5,869 | +1.0% | 102 | 0.0% | 0.00% | 0.0% | ||
| VAW | VANGUARD MATERIALSmf closed and mf open | $5,335 | +4.5% | 30 | 0.0% | 0.00% | 0.0% | |
| SUPN | SUPERNUS PHARMACEUTICALS | $6,884 | +1.6% | 190 | 0.0% | 0.00% | -25.0% | |
| RYU | Sell | INVESCO S&Pmf closed and mf open | $6,691 | -49.1% | 59 | -47.8% | 0.00% | -57.1% |
| NEWT | NEWTEKONE INCmf closed and mf open | $7,040 | -21.2% | 550 | 0.0% | 0.00% | -40.0% | |
| XAR | SPDR S&Pmf closed and mf open | $6,430 | +6.2% | 55 | 0.0% | 0.00% | 0.0% | |
| GXF | GLOBAL Xmf closed and mf open | $6,901 | -5.3% | 284 | 0.0% | 0.00% | -25.0% | |
| BDX | BECTON DICKINSON | $5,694 | -2.7% | 23 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC | $7,180 | +2.9% | 119 | 0.0% | 0.00% | -25.0% | |
| CCAP | CRESCENT CAPITAL | $6,129 | +6.6% | 450 | 0.0% | 0.00% | 0.0% | |
| OMCL | OMNICELL INC | $5,867 | +16.4% | 100 | 0.0% | 0.00% | 0.0% | |
| FAT | New | FAT BRANDS | $7,050 | – | 1,000 | +100.0% | 0.00% | – |
| NXTG | Sell | FIRST TRUSTmf closed and mf open | $5,212 | -51.2% | 75 | -57.1% | 0.00% | -50.0% |
| CRY | ARTIVION INC | $6,878 | +8.1% | 525 | 0.0% | 0.00% | 0.0% | |
| ALTL | PACER LUNTmf closed and mf open | $5,350 | -5.9% | 141 | 0.0% | 0.00% | 0.0% | |
| SONY | SONY GROUP | $5,439 | +18.8% | 60 | 0.0% | 0.00% | +50.0% | |
| QUAL | Buy | ISHARES MSCI USA QLTY FACT ETFuie | $6,080 | +122.3% | 49 | +104.2% | 0.00% | +200.0% |
| AZN | Buy | ASTRAZENECA PLC | $6,951 | +3.8% | 100 | +1.0% | 0.00% | -25.0% |
| ITA | Buy | ISHARES AEROSPACEmf closed and mf open | $6,905 | +23.5% | 60 | +20.0% | 0.00% | 0.0% |
| PSX | Sell | PHILLIPS 66 | $6,995 | -65.0% | 69 | -64.1% | 0.00% | -72.7% |
| IYE | ISHARES U Smf closed and mf open | $6,081 | -5.9% | 139 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES U Smf closed and mf open | $5,943 | +0.8% | 70 | 0.0% | 0.00% | 0.0% | |
| DRI | DARDEN RESTAURANTS | $5,431 | +12.2% | 35 | 0.0% | 0.00% | 0.0% | |
| UPS | UNITED PARCEL | $5,432 | +11.6% | 28 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP | $5,520 | +9.1% | 500 | 0.0% | 0.00% | 0.0% | |
| ISRG | INTUITIVE SURGICAL | $6,387 | -3.7% | 25 | 0.0% | 0.00% | -25.0% | |
| SJT | Buy | SAN JUAN | $5,576 | +74.4% | 530 | +89.3% | 0.00% | +50.0% |
| EWN | ISHARES MSCImf closed and mf open | $6,288 | +13.3% | 149 | 0.0% | 0.00% | 0.0% | |
| ANNALY CAPITAL | $6,211 | -9.3% | 325 | 0.0% | 0.00% | -25.0% | ||
| IAU | Buy | ISHARES GOLD | $5,867 | +15.4% | 157 | +6.8% | 0.00% | 0.0% |
| BXMT | Buy | BLACKSTONE MORTGAGE | $5,403 | -14.9% | 303 | +1.0% | 0.00% | 0.0% |
| VO | Sell | VANGUARD MIDmf closed and mf open | $6,014 | -81.8% | 29 | -82.1% | 0.00% | -83.3% |
| SPIP | SPDR TIPSmf closed and mf open | $5,867 | +3.5% | 220 | 0.0% | 0.00% | 0.0% | |
| PWB | New | INVESCO DYNAMICmf closed and mf open | $7,148 | – | 110 | +100.0% | 0.00% | – |
| TPVG | TRIPLEPOINT VENTUREmf closed and mf open | $5,738 | +15.8% | 475 | 0.0% | 0.00% | 0.0% | |
| New | VANGUARD WINDSOR INVESTOR SHARESmfc | $5,839 | – | 280 | +100.0% | 0.00% | – | |
| RTM | INVESCO EXCHANGEmf closed and mf open | $6,023 | +2.6% | 37 | 0.0% | 0.00% | 0.0% | |
| BLMN | BLOOMIN BRANDS INC | $6,977 | +27.5% | 272 | 0.0% | 0.00% | 0.0% | |
| PORTILLO'S INC | $5,129 | +30.9% | 240 | 0.0% | 0.00% | 0.0% | ||
| KTOS | KRATOS DEFENSE | $4,044 | +30.6% | 300 | 0.0% | 0.00% | 0.0% | |
| BLK | BLACKROCK INC | $4,381 | -5.6% | 7 | 0.0% | 0.00% | 0.0% | |
| JOBY AVIATION | $4,340 | +29.6% | 1,000 | 0.0% | 0.00% | 0.0% | ||
| DERMTECH INC | $3,882 | +107.9% | 1,055 | 0.0% | 0.00% | +100.0% | ||
| MPW | Buy | MEDICAL PROPERTIES | $3,210 | -24.6% | 390 | +2.1% | 0.00% | 0.0% |
| FTSM | Sell | FIRST TRUSTmf closed and mf open | $3,928 | -98.5% | 66 | -98.6% | 0.00% | -98.6% |
| ALDX | ALDEYRA THERAPEUTICS | $4,965 | +42.7% | 500 | 0.0% | 0.00% | 0.0% | |
| AVT | AVNET INC | $4,520 | +8.7% | 100 | 0.0% | 0.00% | 0.0% | |
| VUG | VANGUARD GROWTHmf closed and mf open | $3,782 | +17.2% | 15 | 0.0% | 0.00% | 0.0% | |
| EXAS | EXACT SCIENCES | $3,391 | +37.0% | 50 | 0.0% | 0.00% | +100.0% | |
| ENTG | ENTEGRIS INC | $5,166 | +25.0% | 63 | 0.0% | 0.00% | 0.0% | |
| IMO | New | IMPERIAL OIL | $5,081 | – | 100 | +100.0% | 0.00% | – |
| SLYG | Buy | SPDR SERIESmf closed and mf open | $3,702 | +292.6% | 50 | +284.6% | 0.00% | +100.0% |
| LUCID GROUP | $4,261 | +17.7% | 530 | 0.0% | 0.00% | 0.0% | ||
| NOK | NOKIA CORP | $4,910 | +5.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
| GWX | SPDR S&Pmf closed and mf open | $3,871 | +5.3% | 125 | 0.0% | 0.00% | 0.0% | |
| DBP | INVESCO DB | $3,573 | +6.2% | 70 | 0.0% | 0.00% | 0.0% | |
| PSEC | PROSPECT CAPITALmf closed and mf open | $4,002 | -0.4% | 575 | 0.0% | 0.00% | 0.0% | |
| BME | BLACKROCK HEALTHmf closed and mf open | $4,186 | -3.9% | 100 | 0.0% | 0.00% | 0.0% | |
| New | GE HEALTHCARE | $3,363 | – | 41 | +100.0% | 0.00% | – | |
| IGR | CBRE GLOBALmf closed and mf open | $3,186 | -7.3% | 600 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORP | $4,568 | +16.8% | 16 | 0.0% | 0.00% | 0.0% | |
| NRZ | RITHM CAPITAL | $5,032 | -2.1% | 629 | 0.0% | 0.00% | -33.3% | |
| MDYG | New | SPDR SERIESmf closed and mf open | $5,133 | – | 75 | +100.0% | 0.00% | – |
| PSTG | PURE STORAGE | $3,827 | -4.7% | 150 | 0.0% | 0.00% | 0.0% | |
| COF | CAPITAL ONE | $4,808 | +3.4% | 50 | 0.0% | 0.00% | 0.0% | |
| SSSS | SURO CAPITAL | $4,680 | -4.7% | 1,293 | 0.0% | 0.00% | -33.3% | |
| NVEE | NV5 GLOBAL | $4,159 | -21.4% | 40 | 0.0% | 0.00% | -33.3% | |
| SPMV | INVESCO EXCHANGEmf closed and mf open | $3,692 | +1.3% | 100 | 0.0% | 0.00% | 0.0% | |
| TFC | TRUIST FINANCIAL | $3,239 | -20.8% | 95 | 0.0% | 0.00% | 0.0% | |
| RH | RH | $3,653 | -8.9% | 15 | 0.0% | 0.00% | 0.0% | |
| TTWO | TAKE-TWO INTERACTIVE | $4,772 | +14.6% | 40 | 0.0% | 0.00% | 0.0% | |
| EFV | ISHARES MSCImf closed and mf open | $4,028 | +5.8% | 83 | 0.0% | 0.00% | 0.0% | |
| LTHM | LIVENT CORP | $3,258 | +9.3% | 150 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC | $5,003 | +8.1% | 100 | 0.0% | 0.00% | 0.0% | |
| LIT | GLOBAL Xmf closed and mf open | $3,305 | +8.4% | 52 | 0.0% | 0.00% | 0.0% | |
| VOYA STRATEGIC INCOME OPPORTUNITIES Imff | $4,161 | +0.8% | 463 | 0.0% | 0.00% | 0.0% | ||
| SONO | SONOS INC | $4,905 | +16.1% | 250 | 0.0% | 0.00% | 0.0% | |
| VCLT | VANGUARD LONGmf closed and mf open | $4,784 | +5.3% | 60 | 0.0% | 0.00% | 0.0% | |
| PPL | Sell | PPL CORP | $4,974 | -41.3% | 179 | -38.3% | 0.00% | -60.0% |
| EVGO | EVGO INC | $4,285 | +74.3% | 550 | 0.0% | 0.00% | +100.0% | |
| FLTR | Sell | VANECK IGmf closed and mf open | $4,994 | -72.8% | 200 | -72.9% | 0.00% | -80.0% |
| AGNC | AGNC INVESTMENT | $4,637 | -2.6% | 460 | 0.0% | 0.00% | -33.3% | |
| ESS | ESSEX PROPERTY | $4,717 | -1.3% | 23 | 0.0% | 0.00% | -33.3% | |
| DAN | Buy | DANA INC | $3,107 | +0.2% | 206 | +0.5% | 0.00% | 0.0% |
| RODM | New | HARTFORD MLTFCTR DVLPD MRKTS ETFuie | $3,713 | – | 141 | +100.0% | 0.00% | – |
| MED | MEDIFAST INC | $4,665 | -10.1% | 45 | 0.0% | 0.00% | -33.3% | |
| GPN | GLOBAL PAYMENTS | $4,332 | +5.9% | 41 | 0.0% | 0.00% | 0.0% | |
| ABR | Buy | ARBOR REALTY | $4,566 | -10.7% | 397 | +2.3% | 0.00% | -33.3% |
| FLGT | FULGENT GENETICS | $3,122 | +4.8% | 100 | 0.0% | 0.00% | 0.0% | |
| KNOP | KNOT OFFSHORE | $4,288 | -44.3% | 800 | 0.0% | 0.00% | -50.0% | |
| CAG | CONAGRA BRANDS | $3,756 | -2.9% | 100 | 0.0% | 0.00% | 0.0% | |
| AFL | AFLAC INC | $1,226 | -10.3% | 19 | 0.0% | 0.00% | 0.0% | |
| ARKX | ARK SPACEmf closed and mf open | $2,800 | +13.0% | 200 | 0.0% | 0.00% | 0.0% | |
| INVESCO GLOBAL OPPORTUNITIES Ymfa | $1,338 | +11.5% | 27 | 0.0% | 0.00% | 0.0% | ||
| ALK | ALASKA AIR | $2,727 | -2.3% | 65 | 0.0% | 0.00% | 0.0% | |
| AFIN | NECESSITY RETAIL | $2,512 | +5.9% | 400 | 0.0% | 0.00% | 0.0% | |
| ADI | ANALOG DEVICES | $1,578 | +20.3% | 8 | 0.0% | 0.00% | 0.0% | |
| ACRE | Buy | ARES COMMERCIAL | $1,377 | -10.8% | 151 | +0.7% | 0.00% | 0.0% |
| ADP | AUTOMATIC DATA | $1,336 | -6.8% | 6 | 0.0% | 0.00% | 0.0% | |
| AVTR | AVANTOR INC | $1,057 | +0.2% | 50 | 0.0% | 0.00% | 0.0% | |
| BPT | BP PRUDHOE | $1,528 | -34.6% | 200 | 0.0% | 0.00% | 0.0% | |
| BLACKROCK INCOME FUND INSTLmff | $1,068 | +0.9% | 122 | 0.0% | 0.00% | 0.0% | ||
| RA | Buy | BROOKFIELD REALmf closed and mf open | $2,468 | +103.8% | 150 | +100.0% | 0.00% | 0.0% |
| CSX | CSX CORP | $1,048 | -3.3% | 35 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH | $1,133 | -1.7% | 15 | 0.0% | 0.00% | 0.0% | |
| CHWY | CHEWY INC CLASS A | $2,243 | +0.8% | 60 | 0.0% | 0.00% | 0.0% | |
| CIM | CHIMERA INVT | $1,128 | +2.5% | 200 | 0.0% | 0.00% | 0.0% | |
| CHD | CHURCH & DWIGHT | $1,326 | +9.7% | 15 | 0.0% | 0.00% | 0.0% | |
| COMP | COMPASS INC | $1,357 | +38.6% | 420 | 0.0% | 0.00% | 0.0% | |
| CEQP | CRESTWOOD EQUITY | $2,493 | -4.8% | 100 | 0.0% | 0.00% | 0.0% | |
| DHR | DANAHER CORP | $1,512 | -5.1% | 6 | 0.0% | 0.00% | 0.0% | |
| DIGITAL WORLD | $1,405 | -6.3% | 100 | 0.0% | 0.00% | 0.0% | ||
| MJ | ETFMG ALTERNATIVEmf closed and mf open | $2,394 | -17.4% | 680 | 0.0% | 0.00% | -50.0% | |
| EXPE | EXPEDIA GROUP | $2,911 | +10.8% | 30 | 0.0% | 0.00% | 0.0% | |
| FAST | FASTENAL CO | $1,133 | +14.0% | 21 | 0.0% | 0.00% | 0.0% | |
| FCG | FIRST TRUSTmf closed and mf open | $2,252 | -8.1% | 100 | 0.0% | 0.00% | 0.0% | |
| RNSC | New | FIRST TRUSTmf closed and mf open | $2,655 | – | 100 | +100.0% | 0.00% | – |
| LMBS | FIRST TRUSTmf closed and mf open | $1,149 | +1.0% | 24 | 0.0% | 0.00% | 0.0% | |
| FYBR | FRONTIER COMMUNICATIONS | $1,594 | -10.7% | 70 | 0.0% | 0.00% | 0.0% | |
| HWC | HANCOCK WHITNEY | $1,321 | -24.2% | 36 | 0.0% | 0.00% | 0.0% | |
| JHI | HANCOCK JOHNmf closed and mf open | $1,650 | +1.2% | 130 | 0.0% | 0.00% | 0.0% | |
| GTO | New | INVESCO TOTAL RETURN BOND ETFuie | $1,888 | – | 40 | +100.0% | 0.00% | – |
| PRFZ | INVESCO FTSEmf closed and mf open | $2,961 | +3.9% | 18 | 0.0% | 0.00% | -50.0% | |
| XSLV | INVESCO S&Pmf closed and mf open | $3,049 | -5.2% | 72 | 0.0% | 0.00% | -50.0% | |
| EWC | ISHARES MSCImf closed and mf open | $3,076 | +4.4% | 90 | 0.0% | 0.00% | -50.0% | |
| EPP | ISHARES MSCImf closed and mf open | $2,233 | +2.3% | 51 | 0.0% | 0.00% | 0.0% | |
| EWG | ISHARES MSCImf closed and mf open | $1,395 | +15.1% | 49 | 0.0% | 0.00% | 0.0% | |
| LQD | ISHARES IBOXXmf closed and mf open | $1,096 | +4.0% | 10 | 0.0% | 0.00% | 0.0% | |
| IXN | ISHARES GLOBALmf closed and mf open | $1,957 | +21.3% | 36 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES BIOTECHNOLOGYmf closed and mf open | $1,550 | -1.6% | 12 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES RUSSELLmf closed and mf open | $1,588 | +5.7% | 7 | 0.0% | 0.00% | 0.0% | |
| USRT | Sell | ISHARES COREmf closed and mf open | $1,562 | -43.6% | 31 | -44.6% | 0.00% | 0.0% |
| REZ | ISHARES RESIDENTIALmf closed and mf open | $1,695 | +3.4% | 24 | 0.0% | 0.00% | 0.0% | |
| MBB | ISHARES MBSmf closed and mf open | $1,800 | +2.2% | 19 | 0.0% | 0.00% | 0.0% | |
| AOR | New | ISHARES CORE GROWTH ALLOCATION ETFuie | $1,351 | – | 27 | +100.0% | 0.00% | – |
| GOVT | ISHARES U Smf closed and mf open | $2,338 | +2.9% | 100 | 0.0% | 0.00% | 0.0% | |
| SIZE | ISHARES MSCImf closed and mf open | $1,179 | +3.7% | 10 | 0.0% | 0.00% | 0.0% | |
| ESGE | ISHARES ESGmf closed and mf open | $1,133 | +4.6% | 36 | 0.0% | 0.00% | 0.0% | |
| ESGU | ISHARES ESGmf closed and mf open | $2,714 | +6.7% | 30 | 0.0% | 0.00% | 0.0% | |
| JANUS HENDERSON BALANCED Tmfa | $2,101 | +4.4% | 54 | 0.0% | 0.00% | 0.0% | ||
| Sell | KYNDRYL HOLDINGS | $1,579 | +18.4% | 107 | -10.8% | 0.00% | 0.0% | |
| LI | LI AUTO | $2,495 | +22.3% | 100 | 0.0% | 0.00% | 0.0% | |
| LSTR | LANDSTAR SYSTEM | $1,434 | +10.1% | 8 | 0.0% | 0.00% | 0.0% | |
| LZ | New | LEGALZOOM COM | $1,876 | – | 200 | +100.0% | 0.00% | – |
| MOS | Buy | MOSAIC COMPANY | $1,496 | +5.6% | 33 | +3.1% | 0.00% | 0.0% |
| NGG | NATIONAL GRID | $3,060 | +12.7% | 45 | 0.0% | 0.00% | 0.0% | |
| NSC | NORFOLK SOUTHERN | $1,060 | -14.0% | 5 | 0.0% | 0.00% | 0.0% | |
| NWN | Sell | NORTHWEST NATURAL | $1,284 | -86.0% | 27 | -86.0% | 0.00% | -80.0% |
| NS | NUSTAR ENERGYoil & gas, real estate and reit | $1,173 | -2.2% | 75 | 0.0% | 0.00% | 0.0% | |
| OXYWS | OCCIDENTAL PETErights and bearer warrants; warrants (except bearer) | $2,542 | -0.5% | 62 | 0.0% | 0.00% | 0.0% | |
| OGN | Sell | ORGANON & CO | $1,889 | -72.9% | 80 | -68.0% | 0.00% | -75.0% |
| PLTR | PALANTIR TECHNOLOGIES | $1,690 | +31.6% | 200 | 0.0% | 0.00% | 0.0% | |
| PAYX | Sell | PAYCHEX INC | $1,146 | -76.9% | 10 | -76.7% | 0.00% | -66.7% |
| PERMIAN RESOURCES | $1,050 | +11.7% | 100 | 0.0% | 0.00% | 0.0% | ||
| PBI | PITNEY BOWES | $1,945 | +2.4% | 500 | 0.0% | 0.00% | 0.0% | |
| PREDICTIVE ONCOLOGY | $2,602 | +6.6% | 7,963 | 0.0% | 0.00% | 0.0% | ||
| PRLB | PROTO LABS | $1,658 | +29.8% | 50 | 0.0% | 0.00% | 0.0% | |
| Sell | PGIM JENNISON GLOBAL OPPORTUNITIES Zmfa | $1,264 | -20.4% | 38 | -33.3% | 0.00% | 0.0% | |
| QS | New | QUANTUMSCAPE CORP | $2,945 | – | 360 | +100.0% | 0.00% | – |
| Sell | RIVIAN AUTOMOTIVE | $2,476 | -46.3% | 160 | -36.0% | 0.00% | -50.0% | |
| SPAB | New | SPDR PORTFOLIOmf closed and mf open | $2,553 | – | 99 | +100.0% | 0.00% | – |
| SBRA | SABRA HEALTH | $2,691 | -7.5% | 234 | 0.0% | 0.00% | -50.0% | |
| SKYT | New | SKYWATER TECHNOLOGY | $2,504 | – | 220 | +100.0% | 0.00% | – |
| SNAP | Sell | SNAP INC | $1,121 | -40.4% | 100 | -52.4% | 0.00% | 0.0% |
| STEM | STEM INC | $1,701 | -36.6% | 300 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS | $1,176 | -1.5% | 15 | 0.0% | 0.00% | 0.0% | |
| DDD | 3D SYSTEMS | $1,072 | +44.9% | 100 | 0.0% | 0.00% | – | |
| TSCO | TRACTOR SUPPLY | $2,115 | +4.4% | 9 | 0.0% | 0.00% | 0.0% | |
| UNP | UNION PACIFIC CORP | $2,415 | -2.8% | 12 | 0.0% | 0.00% | 0.0% | |
| X | New | UNITED STS STEEL CRP NEW | $2,610 | – | 100 | +100.0% | 0.00% | – |
| RTH | New | VANECK RETAILmf closed and mf open | $1,144 | – | 7 | +100.0% | 0.00% | – |
| VCSH | VANGUARD SHORTmf closed and mf open | $1,067 | +1.3% | 14 | 0.0% | 0.00% | 0.0% | |
| VXF | VANGUARD EXTENDEDmf closed and mf open | $1,262 | +5.5% | 9 | 0.0% | 0.00% | 0.0% | |
| New | WARBY PARKER | $1,589 | – | 150 | +100.0% | 0.00% | – | |
| EPS | WISDOMTREE U Smf closed and mf open | $1,268 | +5.1% | 29 | 0.0% | 0.00% | 0.0% | |
| WH | WYNDHAM HOTELS | $1,050 | -4.9% | 15 | 0.0% | 0.00% | 0.0% | |
| Z | ZILLOW GROUP | $1,779 | +38.1% | 40 | 0.0% | 0.00% | 0.0% | |
| IVZ | INVESCO LTD | $1,640 | -8.8% | 100 | 0.0% | 0.00% | 0.0% | |
| LBTYA | LIBERTY GLOBAL | $1,950 | +3.0% | 100 | 0.0% | 0.00% | 0.0% | |
| New | LINDE PLC | $1,422 | – | 4 | +100.0% | 0.00% | – | |
| FREY | New | FREYR BATTERY | $2,934 | – | 330 | +100.0% | 0.00% | – |
| NXPI | NXP SEMICONDUCTORS | $2,051 | +18.0% | 11 | 0.0% | 0.00% | 0.0% | |
| VXRT | Sell | VAXART INC | $151 | -41.5% | 200 | -25.7% | 0.00% | – |
| USDP | USD PARTNERS | $525 | -5.1% | 175 | 0.0% | 0.00% | – | |
| PGIM JENNISON INTERNATIONAL OPPS Zmfa | $337 | +15.4% | 12 | 0.0% | 0.00% | – | ||
| ZIOP | ALAUNOS THERAPEUTICS | $630 | -2.9% | 1,000 | 0.0% | 0.00% | – | |
| ZTS | ZOETIS INC CLASS A | $333 | +13.7% | 2 | 0.0% | 0.00% | – | |
| CBOE | CBOE GLOBAL | $134 | +7.2% | 1 | 0.0% | 0.00% | – | |
| BFLY | BUTTERFLY NETWORK | $940 | -23.6% | 500 | 0.0% | 0.00% | -100.0% | |
| AVGO | BROADCOM INC | $642 | +14.8% | 1 | 0.0% | 0.00% | – | |
| BETTER THERAPEUTICS | $46 | -36.1% | 65 | 0.0% | 0.00% | – | ||
| JAZZ | JAZZ PHARMACEUTICALS | $146 | -8.2% | 1 | 0.0% | 0.00% | – | |
| MSGE | Exit | MADISON SQUARE | $0 | – | -13 | -100.0% | 0.00% | – |
| BELLRING BRANDS | $34 | +30.8% | 1 | 0.0% | 0.00% | – | ||
| BODY | BEACHBODY CO | $145 | -8.2% | 300 | 0.0% | 0.00% | – | |
| BKU | BANKUNITED INC | $45 | -33.8% | 2 | 0.0% | 0.00% | – | |
| OZK | BANK OZK | $103 | -14.2% | 3 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS | $292 | -24.5% | 419 | 0.0% | 0.00% | – | |
| RENEW ENERGYrights and bearer warrants; warrants (except bearer) | $573 | +9.4% | 667 | 0.0% | 0.00% | – | ||
| AMT | AMERICAN TOWER | $613 | -3.6% | 3 | 0.0% | 0.00% | – | |
| LILA | LIBERTY LATIN | $42 | +10.5% | 5 | 0.0% | 0.00% | – | |
| AMERICAN CENTURY FOCUSED DYNAMIC GR INVmfa | $503 | +13.0% | 12 | 0.0% | 0.00% | – | ||
| CB | CHUBB LTD | $971 | -12.0% | 5 | 0.0% | 0.00% | -100.0% | |
| STLA | New | STELLANTIS NV | $55 | – | 3 | +100.0% | 0.00% | – |
| ADC | AGREE REALTY | $69 | -2.8% | 1 | 0.0% | 0.00% | – | |
| ATVI | Sell | ACTIVISION BLIZZARD | $856 | -81.4% | 10 | -83.3% | 0.00% | -100.0% |
| POWW | AMMO INC | $985 | +13.9% | 500 | 0.0% | 0.00% | – | |
| AMC | Sell | AMC ENTERTAINMENT | $235 | -42.3% | 47 | -53.0% | 0.00% | – |
| NYMX | Exit | NYMOX PHARMACEUTICAL | $0 | – | -1,200 | -100.0% | 0.00% | – |
| INO | Exit | INOVIO PHARMACEUTICALS | $0 | – | -41 | -100.0% | 0.00% | – |
| FSLY | Exit | FASTLY INC | $0 | – | -100 | -100.0% | 0.00% | – |
| SYY | SYSCO CORP | $849 | +1.0% | 11 | 0.0% | 0.00% | – | |
| SYNH | SYNEOS HEALTH | $36 | -2.7% | 1 | 0.0% | 0.00% | – | |
| SUI | SUN COMMUNITIES | $141 | -1.4% | 1 | 0.0% | 0.00% | – | |
| SFM | New | SPROUTS FARMERS | $175 | – | 5 | +100.0% | 0.00% | – |
| HAIL | SPDR S&Pmf closed and mf open | $1,017 | +7.8% | 32 | 0.0% | 0.00% | -100.0% | |
| KRE | New | SPDR S&Pmf closed and mf open | $658 | – | 15 | +100.0% | 0.00% | – |
| TLRY | Sell | TILRAY BRANDS | $83 | -77.5% | 33 | -75.9% | 0.00% | – |
| RUMBLE INC | $800 | +68.1% | 80 | 0.0% | 0.00% | – | ||
| T. ROWE PRICE GLOBAL STOCKmfa | $163 | +8.7% | 3 | 0.0% | 0.00% | – | ||
| T. ROWE PRICE BLUE CHIP GROWTHmfa | $353 | +16.5% | 3 | 0.0% | 0.00% | – | ||
| TNL | TRAVEL LEISURE | $673 | +8.9% | 17 | 0.0% | 0.00% | – | |
| ROST | ROSS STORES | $743 | -8.5% | 7 | 0.0% | 0.00% | – | |
| TRIP | TRIPADVISOR INC | $993 | +10.5% | 50 | 0.0% | 0.00% | – | |
| RLI | RLI CORP | $133 | +1.5% | 1 | 0.0% | 0.00% | – | |
| SQFT | PRESIDIO PROPERTY | $325 | +8.7% | 315 | 0.0% | 0.00% | – | |
| PRESIDIO PROPERTYrights and bearer warrants; warrants (except bearer) | $13 | -23.5% | 315 | 0.0% | 0.00% | – | ||
| POST | POST HOLDINGS | $90 | 0.0% | 1 | 0.0% | 0.00% | – | |
| POLESTAR AUTOMOTIVE | $379 | -28.6% | 100 | 0.0% | 0.00% | – | ||
| PII | POLARIS INC | $443 | +9.7% | 4 | 0.0% | 0.00% | – | |
| PLBY | PLBY GROUP | $12 | -29.4% | 6 | 0.0% | 0.00% | – | |
| VFC | Sell | V F CORP | $687 | -84.5% | 30 | -81.4% | 0.00% | -100.0% |
| PNW | PINNACLE WEST | $79 | +3.9% | 1 | 0.0% | 0.00% | – | |
| MINT | Sell | PIMCO EHNANCEDmf closed and mf open | $397 | -93.3% | 4 | -93.3% | 0.00% | -100.0% |
| PH | PARKER-HANNIFIN CORP | $336 | +15.5% | 1 | 0.0% | 0.00% | – | |
| PJT | PJT PARTNERS | $144 | -2.0% | 2 | 0.0% | 0.00% | – | |
| OTIS | OTIS WORLDWIDE | $169 | +7.6% | 2 | 0.0% | 0.00% | – | |
| New | ORION OFFICE | $221 | – | 33 | +100.0% | 0.00% | – | |
| OMC | OMNICOM GROUP | $94 | +14.6% | 1 | 0.0% | 0.00% | – | |
| NLOK | GEN DIGITAL | $387 | -20.0% | 23 | 0.0% | 0.00% | – | |
| 9 METERS | $417 | +10.3% | 300 | 0.0% | 0.00% | – | ||
| NKLA | NIKOLA CORP | $325 | -43.9% | 268 | 0.0% | 0.00% | – | |
| NEPTUNE WELLNESS | $3 | +50.0% | 5 | 0.0% | 0.00% | – | ||
| MCO | MOODYS CORP | $918 | +9.8% | 3 | 0.0% | 0.00% | – | |
| VEA | VANGUARD FTSEmf closed and mf open | $271 | +7.5% | 6 | 0.0% | 0.00% | – | |
| MKC | MC CORMICK | $666 | +0.5% | 8 | 0.0% | 0.00% | – | |
| LAZR | LUMINAR TECHNOLOGIES | $519 | +31.1% | 80 | 0.0% | 0.00% | – | |
| LUMN | Sell | LUMEN TECHNOLOGIES | $522 | -79.5% | 197 | -59.5% | 0.00% | -100.0% |
| VNQI | VANGUARD GLOBALmf closed and mf open | $81 | -2.4% | 2 | 0.0% | 0.00% | – | |
| LULU | LULULEMON ATHLETICA | $728 | +13.6% | 2 | 0.0% | 0.00% | – | |
| VWO | VANGUARD FSTEmf closed and mf open | $889 | +3.6% | 22 | 0.0% | 0.00% | – | |
| VPL | VANGUARD FTSEmf closed and mf open | $475 | +5.6% | 7 | 0.0% | 0.00% | – | |
| EL | ESTEE LAUDER | $986 | -0.6% | 4 | 0.0% | 0.00% | -100.0% | |
| LW | LAMB WESTON | $105 | +18.0% | 1 | 0.0% | 0.00% | – | |
| LHX | L3HARRIS TECHNOLOGIES | $981 | -5.8% | 5 | 0.0% | 0.00% | -100.0% | |
| KTB | KONTOOR BRANDS | $97 | +21.2% | 2 | 0.0% | 0.00% | – | |
| KEYS | KEYSIGHT TECHNOLOGIES | $161 | -5.8% | 1 | 0.0% | 0.00% | – | |
| IHAK | ISHARES CYBERSECURITYmf closed and mf open | $947 | +10.0% | 26 | 0.0% | 0.00% | – | |
| IEI | ISHARES 3-7YRmf closed and mf open | $824 | +2.5% | 7 | 0.0% | 0.00% | – | |
| HYG | ISHARES IBOXXmf closed and mf open | $76 | +2.7% | 1 | 0.0% | 0.00% | – | |
| USB | Sell | U S BANCORP DE | $360 | -97.9% | 10 | -97.5% | 0.00% | -100.0% |
| EMB | ISHARES JPMORGANmf closed and mf open | $345 | +2.1% | 4 | 0.0% | 0.00% | – | |
| VELO3D INC | $193 | +27.0% | 85 | 0.0% | 0.00% | – | ||
| PCY | INVESCO EMERGINGmf closed and mf open | $441 | +2.8% | 23 | 0.0% | 0.00% | – | |
| PHB | INVESCO FUNDAMENTALmf closed and mf open | $158 | +2.6% | 9 | 0.0% | 0.00% | – | |
| PGX | INVESCO PFDmf closed and mf open | $700 | +2.6% | 61 | 0.0% | 0.00% | – | |
| PID | INVESCO INTLmf closed and mf open | $785 | +6.7% | 44 | 0.0% | 0.00% | – | |
| IFF | INTL FLAVOR & FRAGRANCE | $92 | -12.4% | 1 | 0.0% | 0.00% | – | |
| INFI | INFINITY PHARMACEUTICALS | $560 | -71.2% | 3,500 | 0.0% | 0.00% | -100.0% | |
| IBRX | IMMUNITYBIO INC | $637 | -64.1% | 350 | 0.0% | 0.00% | -100.0% | |
| HNST | New | HONEST CO | $900 | – | 500 | +100.0% | 0.00% | – |
| JKHY | JACK HENRY | $754 | -14.1% | 5 | 0.0% | 0.00% | – | |
| GWRE | GUIDEWIRE SOFTWARE | $82 | +30.2% | 1 | 0.0% | 0.00% | – | |
| VSTM | VERASTEM INC | $135 | +3.1% | 325 | 0.0% | 0.00% | – | |
| GDRX | GOODRX HOLDINGS | $625 | +34.1% | 100 | 0.0% | 0.00% | – | |
| GMRE | GLOBAL MEDICAL | $911 | -3.9% | 100 | 0.0% | 0.00% | -100.0% | |
| GINKGO BIOWORKS | $665 | -21.3% | 500 | 0.0% | 0.00% | – | ||
| GME | GAMESTOP CORP | $460 | +24.7% | 20 | 0.0% | 0.00% | – | |
| SPCE | VIRGIN GALACTIC | $810 | +16.4% | 200 | 0.0% | 0.00% | – | |
| FRESH VINE | $162 | -49.8% | 330 | 0.0% | 0.00% | – | ||
| FLQM | Buy | FRANKLIN USmf closed and mf open | $780 | +34.3% | 18 | +28.6% | 0.00% | – |
| FIXD | New | FIRST TRUST TCW OPPORTUNISTIC FI ETFuie | $901 | – | 20 | +100.0% | 0.00% | – |
| HYLS | FIRST TRUSTmf closed and mf open | $119 | +1.7% | 3 | 0.0% | 0.00% | – | |
| FDN | FIRST TRUSTmf closed and mf open | $296 | +20.3% | 2 | 0.0% | 0.00% | – | |
| WEC | WEC ENERGY | $758 | +1.1% | 8 | 0.0% | 0.00% | – | |
| WAB | New | WABTEC | $303 | – | 3 | +100.0% | 0.00% | – |
| FRC | New | FIRST REPUBLIC | $280 | – | 20 | +100.0% | 0.00% | – |
| FIDELITY 500 INDEXmfc | $162 | +7.3% | 1 | 0.0% | 0.00% | – | ||
| FDS | FACTSET RESEARCH | $830 | +3.5% | 2 | 0.0% | 0.00% | – | |
| EVBG | EVERBRIDGE INC | $35 | +16.7% | 1 | 0.0% | 0.00% | – | |
| EVR | EVERCORE INC | $115 | +5.5% | 1 | 0.0% | 0.00% | – | |
| ETRN | New | EQUITRANS MIDSTREAM | $578 | – | 100 | +100.0% | 0.00% | – |
| WBS | WEBSTER FINANCIAL | $79 | -16.8% | 2 | 0.0% | 0.00% | – | |
| EMBECTA CORP | $112 | +10.9% | 4 | 0.0% | 0.00% | – | ||
| ELAN | ELANCO ANIMAL HEALTH INC | $113 | -23.1% | 12 | 0.0% | 0.00% | – | |
| EXP | EAGLE MATERIALS | $147 | +10.5% | 1 | 0.0% | 0.00% | – | |
| WAL | New | WESTERN ALLIANCE | $426 | – | 12 | +100.0% | 0.00% | – |
| DCI | DONALDSON CO | $131 | +11.0% | 2 | 0.0% | 0.00% | – | |
| CFR | CULLEN FROST | $105 | -21.6% | 1 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP | $388 | -23.6% | 200 | 0.0% | 0.00% | – | |
| CS | New | CREDIT SUISSE | $222 | – | 250 | +100.0% | 0.00% | – |
| DIAL | COLUMBIA DIVERSIFIEDmf closed and mf open | $751 | +3.4% | 42 | 0.0% | 0.00% | – | |
| CL | COLGATE-PALMOLIVE | $526 | -4.7% | 7 | 0.0% | 0.00% | – | |
| CCOI | COGENT COMMUNICATIONS | $64 | +12.3% | 1 | 0.0% | 0.00% | – | |
| DLS | WISDOMTREE INTLmf closed and mf open | $914 | +5.2% | 15 | 0.0% | 0.00% | – | |
| CLOV | CLOVER HEALTH | $338 | -9.1% | 400 | 0.0% | 0.00% | – | |
| CARR | CARRIER GLOBAL | $275 | +10.9% | 6 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH | $333 | -24.1% | 190 | 0.0% | 0.00% | – | |
| CP | CANADIAN PACIFIC | $154 | +3.4% | 2 | 0.0% | 0.00% | – | |
| CMS | CMS ENERGY | $61 | -3.2% | 1 | 0.0% | 0.00% | – | |
| New | CBRE GLOBALrights and bearer warrants; warrants (except bearer) | $19 | – | 600 | +100.0% | 0.00% | – | |
| TMDI | Exit | TITAN MEDICAL | $0 | – | -1,033 | -100.0% | 0.00% | – |
| BLCN | Exit | SIREN NASDAQmf closed and mf open | $0 | – | -115 | -100.0% | -0.00% | – |
| FNCL | Exit | FIDELITY MSCImf closed and mf open | $0 | – | -52 | -100.0% | -0.00% | – |
| ALLY | Exit | ALLY FINANCIAL | $0 | – | -113 | -100.0% | -0.00% | – |
| KULR | Exit | KULR TECHNOLOGY | $0 | – | -1,250 | -100.0% | -0.00% | – |
| LIN | Exit | LINDE PLC | $0 | – | -4 | -100.0% | -0.00% | – |
| BALY | Exit | BALLYS CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| VCIT | Exit | VANGUARD INTERMEDIATEmf closed and mf open | $0 | – | -26 | -100.0% | -0.00% | – |
| PENN | Exit | PENN ENTERTAINMENT | $0 | – | -55 | -100.0% | -0.00% | – |
| XPEV | Exit | XPENG INC | $0 | – | -250 | -100.0% | -0.00% | – |
| MPC | Exit | MARATHON PETROLEUM | $0 | – | -24 | -100.0% | -0.00% | – |
| PAVE | Exit | GLOBAL Xmf closed and mf open | $0 | – | -161 | -100.0% | -0.00% | – |
| BSCP | Exit | INVESCO BULLETSHARESmf closed and mf open | $0 | – | -183 | -100.0% | -0.00% | – |
| STOR | Exit | STORE CAPITAL | $0 | – | -105 | -100.0% | -0.00% | – |
| CRWD | Exit | CROWDSTRIKE HOLDINGS | $0 | – | -40 | -100.0% | -0.00% | – |
| BSCO | Exit | INVESCO BULLETSHARESmf closed and mf open | $0 | – | -183 | -100.0% | -0.00% | – |
| JETS | Exit | ETF SERmf closed and mf open | $0 | – | -224 | -100.0% | -0.00% | – |
| MAN | Exit | MANPOWERGROUP INC | $0 | – | -35 | -100.0% | -0.00% | – |
| CAE | Exit | CAE INC | $0 | – | -200 | -100.0% | -0.00% | – |
| VTIP | Exit | VANGUARD SHORTmf closed and mf open | $0 | – | -72 | -100.0% | -0.00% | – |
| LEVI | Exit | LEVI STRAUSS | $0 | – | -400 | -100.0% | -0.00% | – |
| Exit | COLUMBIA BALANCED Amfa | $0 | – | -132 | -100.0% | -0.00% | – | |
| BSCN | Exit | INVESCO BULLETSHARESmf closed and mf open | $0 | – | -224 | -100.0% | -0.00% | – |
| WEN | Exit | WENDYS CO | $0 | – | -350 | -100.0% | -0.00% | – |
| LESL | Exit | LESLIES INC | $0 | – | -600 | -100.0% | -0.00% | – |
| FPEI | Exit | FIRST TRUSTmf closed and mf open | $0 | – | -400 | -100.0% | -0.00% | – |
| NSP | Exit | INSPERITY INC | $0 | – | -87 | -100.0% | -0.01% | – |
| CRS | Exit | CARPENTER TECHNOLGY | $0 | – | -243 | -100.0% | -0.01% | – |
| NYMT | Exit | NEW YORK | $0 | – | -4,000 | -100.0% | -0.01% | – |
| KNBE | Exit | KNOWBE4 INC | $0 | – | -400 | -100.0% | -0.01% | – |
| CYBR | Exit | CYBER ARK | $0 | – | -67 | -100.0% | -0.01% | – |
| GNTX | Exit | GENTEX CORP | $0 | – | -425 | -100.0% | -0.01% | – |
| SNV | Exit | SYNOVUS FINANCIAL | $0 | – | -344 | -100.0% | -0.01% | – |
| Exit | COLUMBIA GLOBAL TECHNOLOGY GROWTH Amfa | $0 | – | -330 | -100.0% | -0.01% | – | |
| CIBR | Exit | FIRST TRUSTmf closed and mf open | $0 | – | -380 | -100.0% | -0.01% | – |
| PTIN | Exit | PACER TRENDPILOTmf closed and mf open | $0 | – | -585 | -100.0% | -0.01% | – |
| VLO | Exit | VALERO ENERGY | $0 | – | -138 | -100.0% | -0.01% | – |
| PTMC | Exit | PACER TRENDPILOTmf closed and mf open | $0 | – | -665 | -100.0% | -0.01% | – |
| CLMT | Exit | CALUMET SPECIALTYoil & gas, real estate and reit | $0 | – | -1,500 | -100.0% | -0.01% | – |
| PHM | Exit | PULTEGROUP INC | $0 | – | -1,200 | -100.0% | -0.03% | – |
| DNP | Exit | DNP SELECTmf closed and mf open | $0 | – | -8,389 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-25
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.