$231 Million is the total value of PSI Advisors, LLC's 1001 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 14.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFuie | $23,319,972 | +6.8% | 463,986 | +10.7% | 10.10% | +5.3% |
QQQ | Sell | INVSC QQQ TRUST SRS 1 ETF IVuie | $22,538,449 | -6.4% | 62,909 | -3.5% | 9.76% | -7.7% |
DGRO | Buy | ISHARES COREmf closed and mf open | $9,738,728 | +4.4% | 196,623 | +8.6% | 4.22% | +3.0% |
USMV | Sell | ISHARES MSCImf closed and mf open | $9,539,117 | -9.0% | 131,792 | -6.6% | 4.13% | -10.3% |
BIL | Buy | SPDR BLOOMBERG 1 3 MNTH T BLL ETFuie | $7,975,452 | +43.4% | 86,860 | +43.4% | 3.45% | +41.4% |
SPTI | Sell | SPDR INTERMEDIATEmf closed and mf open | $6,821,133 | -3.2% | 247,771 | -0.5% | 2.95% | -4.5% |
FVD | Buy | FIRST TRUSTmf closed and mf open | $6,365,768 | -4.6% | 170,253 | +2.3% | 2.76% | -5.9% |
SPMD | Buy | SPDR PORTFOLIO S&P 400 MID CAP ETFuie | $6,276,052 | +10.4% | 143,321 | +15.7% | 2.72% | +8.9% |
AAPL | Buy | APPLE INC | $5,965,207 | -11.5% | 34,841 | +0.3% | 2.58% | -12.7% |
SPSM | Buy | SPDR PORTFOLIO S&P 600 SMALL CAP ETFuie | $4,748,697 | +23.0% | 128,690 | +29.4% | 2.06% | +21.3% |
XLRE | Sell | SELECT SECTORmf closed and mf open | $4,357,153 | -12.0% | 127,888 | -2.6% | 1.89% | -13.2% |
IJR | Sell | ISHARES CORE S&P SMALL-CAP ETFuie | $4,325,084 | -8.6% | 45,850 | -3.4% | 1.87% | -9.8% |
ET | Buy | ENERGY TRANSFER L P LPoil & gas, real estate and reit | $4,089,713 | +19.2% | 291,497 | +7.9% | 1.77% | +17.5% |
IVV | Sell | ISHARES CORE S&P 500 ETFuie | $3,571,009 | -18.3% | 8,316 | -15.2% | 1.55% | -19.4% |
IBTD | Buy | ISHARES IBONDSmf closed and mf open | $3,364,791 | +10.3% | 135,568 | +10.3% | 1.46% | +8.8% |
XMHQ | Sell | INVESCO S&Pmf closed and mf open | $3,331,646 | -0.7% | 41,366 | -0.5% | 1.44% | -2.1% |
SPYG | Buy | SPDR S&P 500 GROWTH ETFuie | $3,253,355 | +53.4% | 54,881 | +57.9% | 1.41% | +51.2% |
SDVY | Buy | FIRST TRUSTmf closed and mf open | $2,771,344 | +8.4% | 98,170 | +8.7% | 1.20% | +7.0% |
AMZN | Sell | AMAZON.COM INC | $2,524,986 | -8.2% | 19,863 | -5.8% | 1.09% | -9.4% |
MSFT | Buy | MICROSOFT CORP | $2,494,066 | -1.8% | 7,899 | +5.9% | 1.08% | -3.1% |
BUFR | Buy | FIRST TRUSTmf closed and mf open | $2,492,373 | +775.6% | 101,771 | +795.2% | 1.08% | +763.2% |
IJT | Buy | ISHARES S&P SMLL CAP 600GRTH ETFuie | $2,487,224 | -3.4% | 22,677 | +1.2% | 1.08% | -4.7% |
VSTO | Sell | VISTA OUTDOOR INC | $2,326,318 | +17.8% | 70,239 | -1.6% | 1.01% | +16.1% |
PREF | Sell | PRINCIPAL SPECTRUM PREF SC AC ETFuie | $2,255,635 | -0.7% | 133,786 | -0.2% | 0.98% | -2.1% |
IJH | Sell | ISHARES CORE S&P MID-CAPETFuie | $1,945,471 | -9.0% | 7,802 | -4.5% | 0.84% | -10.2% |
CVX | Buy | CHEVRON CORP | $1,863,323 | +13.2% | 11,050 | +5.7% | 0.81% | +11.8% |
IBTE | Buy | ISHARES IBONDSmf closed and mf open | $1,840,719 | +30.0% | 77,211 | +29.8% | 0.80% | +28.1% |
SWKS | Sell | SKYWORKS SOLUTIONS | $1,776,418 | -11.4% | 18,018 | -0.5% | 0.77% | -12.6% |
SPYV | Buy | SPDR S&P 500 VALUE ETFuie | $1,563,067 | +27.3% | 37,883 | +33.3% | 0.68% | +25.6% |
TSLA | Sell | TESLA INC | $1,509,079 | -17.0% | 6,031 | -13.2% | 0.65% | -18.2% |
GOOGL | Sell | ALPHABET INC. CLASS A | $1,480,813 | +5.9% | 11,316 | -3.2% | 0.64% | +4.4% |
GDX | Buy | VANECK GOLD MINERS ETFuie | $1,472,085 | +34.4% | 54,704 | +50.3% | 0.64% | +32.4% |
LLY | Buy | LILLY ELI & CO | $1,448,641 | +16.9% | 2,697 | +2.1% | 0.63% | +15.3% |
SDY | Sell | SPDR SERIESmf closed and mf open | $1,361,113 | -13.5% | 11,835 | -7.8% | 0.59% | -14.8% |
NVDA | Sell | NVIDIA CORP | $1,336,570 | -6.1% | 3,073 | -8.7% | 0.58% | -7.4% |
IBDP | Buy | ISHARES IBONDSmf closed and mf open | $1,285,392 | +69.4% | 51,977 | +68.7% | 0.56% | +67.0% |
FPE | Sell | FIRST TRUST PREFERRED SEC INCOME ETFuie | $1,271,662 | -1.8% | 79,628 | -1.8% | 0.55% | -3.2% |
CVS | Buy | CVS HEALTH CORP | $1,267,991 | +4.3% | 18,161 | +3.3% | 0.55% | +2.8% |
IBDO | Buy | ISHARES IBONDSmf closed and mf open | $1,063,192 | +6.9% | 41,924 | +6.6% | 0.46% | +5.3% |
VZ | Sell | VERIZON COMMUNICATN | $1,006,810 | -14.1% | 31,065 | -1.4% | 0.44% | -15.2% |
C | Sell | CITIGROUP INC | $988,197 | -11.2% | 24,026 | -0.6% | 0.43% | -12.3% |
SLV | Buy | ISHARES SILVER TRUST ETFuie | $987,100 | +0.5% | 48,530 | +3.2% | 0.43% | -0.9% |
QQQM | Sell | INVESCO NASDAQmf closed and mf open | $984,403 | -48.2% | 6,678 | -46.6% | 0.43% | -48.9% |
CRM | Buy | SALESFORCE INC | $923,459 | -1.4% | 4,554 | +2.8% | 0.40% | -2.7% |
XMMO | Sell | INVESCO S&Pmf closed and mf open | $906,586 | +0.9% | 11,261 | -0.3% | 0.39% | -0.5% |
JPM | Sell | JPMORGAN CHASE & CO | $896,676 | -28.9% | 6,183 | -28.7% | 0.39% | -30.0% |
MU | Buy | MICRON TECHNOLOGY INC | $866,752 | +7.8% | 12,741 | +0.0% | 0.38% | +6.2% |
TGT | Sell | TARGET CORP | $858,024 | -16.4% | 7,760 | -0.3% | 0.37% | -17.7% |
AMD | Buy | ADVANCED MICRO DEVICES I | $851,874 | +0.0% | 8,285 | +10.8% | 0.37% | -1.3% |
XLF | Sell | SELECT STR FINANCIAL SELECT SPDR ETFuie | $828,086 | -4.0% | 24,965 | -2.4% | 0.36% | -5.5% |
PFE | Buy | PFIZER INC | $821,915 | +6.2% | 24,779 | +17.4% | 0.36% | +4.7% |
XLP | Buy | SECTOR CONSUMERmf closed and mf open | $818,665 | +2253.5% | 11,898 | +2436.9% | 0.35% | +2260.0% |
HD | Sell | HOME DEPOT INC | $814,671 | -29.1% | 2,696 | -27.2% | 0.35% | -30.1% |
UBER | Sell | UBER TECHNOLOGIES INC | $794,668 | +0.3% | 17,279 | -5.9% | 0.34% | -1.1% |
MA | Sell | MASTERCARD INC CLASS A | $783,110 | -3.9% | 1,978 | -4.5% | 0.34% | -5.3% |
IBDQ | Buy | ISHARES IBONDSmf closed and mf open | $766,243 | +205.5% | 31,442 | +205.6% | 0.33% | +201.8% |
MCD | Buy | MCDONALDS CORP | $755,478 | +19.5% | 2,868 | +35.4% | 0.33% | +18.1% |
PFG | Sell | PRINCIPAL FINANCIAL | $741,168 | -24.8% | 10,284 | -20.8% | 0.32% | -25.9% |
WMT | Buy | WALMART INC | $694,705 | +4.9% | 4,344 | +3.1% | 0.30% | +3.4% |
LOW | Sell | LOWES COMPANIES | $669,363 | -16.7% | 3,221 | -9.5% | 0.29% | -17.8% |
XOM | Sell | EXXON MOBIL | $661,324 | -9.5% | 5,624 | -17.4% | 0.29% | -10.9% |
ABBV | Buy | ABBVIE INC | $657,344 | +16.8% | 4,410 | +5.5% | 0.28% | +15.4% |
DUK | Buy | DUKE ENERGY CORP | $658,841 | +14.5% | 7,465 | +16.4% | 0.28% | +12.6% |
IBTF | Buy | ISHARES IBONDSmf closed and mf open | $654,388 | +149.4% | 28,353 | +150.0% | 0.28% | +146.1% |
FB | Sell | META PLATFORMS INC CLASS A | $652,055 | +3.0% | 2,172 | -1.5% | 0.28% | +1.4% |
CAT | Sell | CATERPILLAR INC | $644,436 | -42.7% | 2,361 | -48.3% | 0.28% | -43.4% |
PG | Buy | PROCTER & GAMBLE | $634,818 | -2.7% | 4,352 | +1.2% | 0.28% | -3.8% |
KNG | Buy | FIRST TRUSTmf closed and mf open | $583,633 | +1087.4% | 11,824 | +1171.4% | 0.25% | +1050.0% |
OKE | Buy | ONEOK INC | $585,331 | +3114.9% | 9,228 | +3028.1% | 0.25% | +3062.5% |
EPD | Buy | ENTERPRISE PRODUCTSoil & gas, real estate and reit | $577,103 | +9.3% | 21,085 | +5.2% | 0.25% | +7.8% |
MOAT | Buy | VANECK MORNINGSTARmf closed and mf open | $556,056 | -3.6% | 7,332 | +1.4% | 0.24% | -4.7% |
DE | Buy | DEERE & CO | $550,977 | +37.2% | 1,460 | +47.3% | 0.24% | +35.8% |
COWZ | Buy | PACER US CASH COWS 100 ETFuie | $540,762 | +183.0% | 10,940 | +174.0% | 0.23% | +178.6% |
JNJ | Sell | JOHNSON & JOHNSON | $524,381 | -15.2% | 3,367 | -9.9% | 0.23% | -16.2% |
SLB | Sell | SCHLUMBERGER LTD | $521,672 | +18.3% | 8,948 | -0.4% | 0.23% | +16.5% |
SUN | Sell | SUNOCO LTD | $516,391 | +9.5% | 10,549 | -2.5% | 0.22% | +8.2% |
RDVY | Sell | FIRST TRUSTmf closed and mf open | $470,680 | -17.2% | 10,243 | -15.2% | 0.20% | -18.4% |
SOXX | Sell | ISHARES SEMICONDUCTORmf closed and mf open | $465,720 | -32.1% | 983 | -27.2% | 0.20% | -32.9% |
BP | Sell | BP PLC FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $457,450 | +1.9% | 11,814 | -7.2% | 0.20% | +0.5% |
BA | Sell | BOEING COMPANY | $455,140 | -11.1% | 2,374 | -2.1% | 0.20% | -12.4% |
IEP | Sell | ICAHN ENTERPRISES L P LPmlp | $453,182 | -35.0% | 22,911 | -4.7% | 0.20% | -35.9% |
GOOG | Buy | ALPHABET INC | $442,754 | +11.0% | 3,358 | +1.8% | 0.19% | +9.7% |
XLG | Buy | INVESCO S&Pmf closed and mf open | $435,989 | +35.6% | 12,838 | +1297.0% | 0.19% | +34.0% |
SO | Buy | SOUTHERN COMPANY | $433,667 | -7.2% | 6,701 | +0.8% | 0.19% | -8.3% |
EZM | Sell | WISDOMTREE U Smf closed and mf open | $433,473 | -7.9% | 8,543 | -3.9% | 0.19% | -9.2% |
DIS | Sell | WALT DISNEY CO | $406,287 | -15.7% | 5,013 | -7.1% | 0.18% | -17.0% |
CALF | Buy | PACER US SMALL CAP CASH COWS 100 ETFuie | $360,059 | +60.6% | 8,634 | +56.8% | 0.16% | +59.2% |
BMY | Buy | BRISTOL-MYERS SQUIBB | $360,751 | +10.1% | 6,216 | +21.3% | 0.16% | +8.3% |
DOW | Buy | DOW INC | $357,074 | +17.8% | 6,925 | +21.7% | 0.16% | +16.5% |
QYLD | Sell | GLOBAL Xmf closed and mf open | $344,349 | -34.8% | 20,534 | -31.0% | 0.15% | -35.8% |
MRK | Sell | MERCK & COMPANY | $342,263 | -12.2% | 3,325 | -1.6% | 0.15% | -13.5% |
FDL | Sell | FIRST TRUSTmf closed and mf open | $339,810 | -5.7% | 10,162 | -4.1% | 0.15% | -7.0% |
FDX | Sell | FEDEX CORP | $332,464 | +3.7% | 1,255 | -2.9% | 0.14% | +2.1% |
EES | Sell | WISDOMTREE U Smf closed and mf open | $328,593 | -7.6% | 7,594 | -4.3% | 0.14% | -9.0% |
IDV | Sell | ISHARES INTLmf closed and mf open | $325,069 | -4.7% | 12,798 | -1.2% | 0.14% | -6.0% |
CIEN | Sell | CIENA CORP | $323,543 | -3.0% | 6,846 | -12.7% | 0.14% | -4.1% |
INTC | Sell | INTEL CORP | $320,379 | +3.6% | 9,012 | -2.6% | 0.14% | +2.2% |
XLE | Buy | SECTOR ENERGYuie | $311,762 | +18.0% | 3,449 | +6.0% | 0.14% | +16.4% |
SPY | Sell | SPDR S&P 500 ETFuie | $309,556 | -4.9% | 724 | -1.4% | 0.13% | -6.3% |
COP | Buy | CONOCOPHILLIPS | $299,833 | +21.9% | 2,503 | +5.5% | 0.13% | +20.4% |
DOL | Buy | WISDOMTREE INTLmf closed and mf open | $292,288 | +52.8% | 6,407 | +58.0% | 0.13% | +51.2% |
SHOP | Sell | SHOPIFY INC | $283,766 | -17.9% | 5,200 | -2.8% | 0.12% | -19.1% |
REGL | Buy | PROSHARES S&Pmf closed and mf open | $278,638 | +80.6% | 4,175 | +90.1% | 0.12% | +77.9% |
TYG | Sell | TORTOISE ENERGY INFRASTRmf closed and mf open | $275,905 | -15.7% | 9,547 | -15.2% | 0.12% | -17.4% |
CSCO | Sell | CISCO SYSTEMS | $272,456 | -21.5% | 5,068 | -24.5% | 0.12% | -22.4% |
TTD | Buy | TRADE DESK | $269,540 | +38.0% | 3,449 | +36.4% | 0.12% | +36.0% |
IBM | Buy | INTL BUSINESS | $262,152 | +4.9% | 1,869 | +0.1% | 0.11% | +2.7% |
Buy | MAINSTAY MACKAY HIGH YIELD CORP BD Imfb | $255,082 | +250.1% | 51,324 | +252.9% | 0.11% | +243.8% | |
BAC | Buy | BANK OF AMERICA CORP | $246,682 | +11.3% | 9,010 | +16.6% | 0.11% | +10.3% |
SLYV | Buy | SPDR SERIESmf closed and mf open | $243,599 | -4.9% | 3,366 | +1.4% | 0.10% | -6.2% |
SBUX | Buy | STARBUCKS CORP | $216,333 | -1.1% | 2,370 | +7.4% | 0.09% | -2.1% |
FXU | Sell | FIRST TRUSTmf closed and mf open | $215,538 | -16.9% | 7,547 | -7.5% | 0.09% | -18.4% |
LMT | Buy | LOCKHEED MARTIN CORP | $211,600 | -10.6% | 517 | +0.6% | 0.09% | -11.5% |
NFLX | Sell | NETFLIX INC | $210,700 | -36.9% | 558 | -26.4% | 0.09% | -38.1% |
BRKB | Buy | BERKSHIRE HATHAWAY CLASS B | $210,882 | +6.3% | 602 | +3.4% | 0.09% | +4.6% |
NNN | Buy | NNN REIT | $210,348 | -16.2% | 5,952 | +1.4% | 0.09% | -17.3% |
IVE | ISHARES S&Pmf closed and mf open | $206,914 | -4.6% | 1,345 | 0.0% | 0.09% | -5.3% | |
XLK | SECTOR TECHNOLOGYmf closed and mf open | $208,683 | -5.7% | 1,273 | 0.0% | 0.09% | -7.2% | |
QCOM | Sell | QUALCOMM INC | $205,232 | -10.2% | 1,848 | -3.8% | 0.09% | -11.0% |
XYLD | GLOBAL Xmf closed and mf open | $203,706 | -5.3% | 5,238 | 0.0% | 0.09% | -6.4% | |
MMM | Buy | 3M COMPANY | $201,027 | +11.3% | 2,147 | +18.9% | 0.09% | +10.1% |
IVW | ISHARES S&Pmf closed and mf open | $198,281 | -2.9% | 2,898 | 0.0% | 0.09% | -4.4% | |
WCLD | Sell | WISDOMTREE CLOUDmf closed and mf open | $196,892 | -10.6% | 6,645 | -4.3% | 0.08% | -12.4% |
New | PIMCO TOTAL RETURN INSTLmfb | $194,259 | – | 23,777 | +100.0% | 0.08% | – | |
Buy | SIERRA TACTICAL CORE INCOME INSTLmfb | $191,427 | +84.6% | 9,949 | +88.4% | 0.08% | +80.4% | |
ORCL | Buy | ORACLE CORP | $190,913 | +112.4% | 1,802 | +138.7% | 0.08% | +112.8% |
YLD | Sell | PRINCIPAL ACTIVE HIGH YIELD ETFuie | $189,545 | -12.2% | 10,501 | -10.7% | 0.08% | -13.7% |
TDIV | Buy | FIRST TRUSTmf closed and mf open | $188,394 | +147.7% | 3,359 | +159.2% | 0.08% | +148.5% |
T | Sell | AT&T INC | $188,167 | -9.2% | 12,528 | -3.5% | 0.08% | -11.0% |
MS | Buy | MORGAN STANLEY | $182,777 | +106.2% | 2,238 | +115.6% | 0.08% | +102.6% |
RCL | Sell | ROYAL CARIBBEAN | $179,673 | -19.4% | 1,950 | -9.3% | 0.08% | -20.4% |
FXG | Buy | FIRST TRUSTmf closed and mf open | $179,564 | -3.4% | 2,976 | +0.3% | 0.08% | -4.9% |
WFC | Sell | WELLS FARGO | $178,056 | -12.7% | 4,358 | -8.8% | 0.08% | -14.4% |
VIG | VANGUARD DIVIDENDmf closed and mf open | $174,026 | -4.3% | 1,120 | 0.0% | 0.08% | -6.2% | |
AMLP | Sell | ALPS ALERIANmf closed and mf open | $173,261 | -3.3% | 4,106 | -10.2% | 0.08% | -5.1% |
MDIV | Buy | FIRST TRUSTmf closed and mf open | $167,959 | +0.5% | 11,508 | +0.3% | 0.07% | 0.0% |
GM | GENERAL MOTORS CO | $169,400 | -14.5% | 5,138 | 0.0% | 0.07% | -16.1% | |
VYM | VANGUARD HIGH DIVIDEND YIELD ETFuie | $166,142 | -2.6% | 1,608 | 0.0% | 0.07% | -4.0% | |
UNH | Buy | UNITEDHEALTH GRP INC | $164,862 | +22.0% | 327 | +16.4% | 0.07% | +20.3% |
CNC | Sell | CENTENE CORP | $158,424 | +1.3% | 2,300 | -0.8% | 0.07% | 0.0% |
BTEC | Sell | PRINCIPAL HLTHCR INOVTR ETF IVuie | $158,010 | -21.0% | 5,246 | -5.8% | 0.07% | -22.7% |
DON | Sell | WISDOMTREE U Smf closed and mf open | $153,471 | -93.4% | 3,747 | -93.2% | 0.07% | -93.5% |
VANGUARD 500 INDEX ADMIRALmfc | $150,435 | -3.6% | 380 | 0.0% | 0.06% | -5.8% | ||
AMGN | Buy | AMGEN INC | $151,261 | +21.3% | 563 | +0.2% | 0.06% | +18.2% |
SOHO | Sell | SOTHERLY HOTELS | $148,001 | -11.1% | 87,575 | -0.6% | 0.06% | -12.3% |
WPC | Buy | W P CAREY | $147,298 | -19.5% | 2,724 | +0.6% | 0.06% | -20.0% |
RTX | Buy | RTX CORP | $148,893 | -9.2% | 2,069 | +23.6% | 0.06% | -11.1% |
FTGC | Sell | FIRST TRUSTmf closed and mf open | $146,352 | -56.6% | 6,098 | -58.8% | 0.06% | -57.4% |
ADBE | Sell | ADOBE INC | $142,772 | -21.1% | 280 | -24.3% | 0.06% | -21.5% |
RFV | Sell | INVESCO S&Pmf closed and mf open | $144,026 | -17.4% | 1,462 | -13.3% | 0.06% | -19.5% |
IBDR | Buy | ISHARES IBONDSmf closed and mf open | $140,011 | +214.0% | 6,000 | +215.8% | 0.06% | +205.0% |
CUBE | Buy | CUBESMART | $141,462 | +181.6% | 3,710 | +229.8% | 0.06% | +177.3% |
Buy | SCHWAB US TREASURY MONEY INVESTORmmn | $140,604 | +4293.9% | 140,604 | +4293.9% | 0.06% | +6000.0% | |
XLV | Sell | SECTOR HEALTHCAREmf closed and mf open | $133,370 | -7.5% | 1,036 | -4.6% | 0.06% | -7.9% |
Buy | SCHWAB VALUE ADVANTAGE MONEY INVmmn | $132,489 | +1.3% | 132,489 | +1.3% | 0.06% | 0.0% | |
KMB | Buy | KIMBERLY CLARK | $130,759 | -11.3% | 1,082 | +1.3% | 0.06% | -12.3% |
VLY | VALLEY NATIONAL | $130,540 | +10.5% | 15,250 | 0.0% | 0.06% | +9.6% | |
IEFA | Buy | ISHARES COREmf closed and mf open | $128,442 | +15.4% | 1,996 | +21.0% | 0.06% | +14.3% |
VV | Buy | VANGUARD LARGEmf closed and mf open | $129,885 | -3.1% | 664 | +0.5% | 0.06% | -5.1% |
ABT | ABBOTT LABORATORIES | $127,096 | -11.1% | 1,312 | 0.0% | 0.06% | -12.7% | |
WM | Buy | WASTE MANAGEMENT | $123,875 | -12.0% | 813 | +0.1% | 0.05% | -12.9% |
AGG | Buy | ISHARES COREmf closed and mf open | $121,705 | +2.3% | 1,294 | +6.6% | 0.05% | +1.9% |
RSP | Sell | INVESCO S&Pmf closed and mf open | $123,439 | -10.2% | 871 | -5.2% | 0.05% | -11.7% |
V | Buy | VISA INC | $116,739 | +19.1% | 508 | +23.0% | 0.05% | +18.6% |
RJF | RAYMOND JAMES | $116,198 | -3.2% | 1,157 | 0.0% | 0.05% | -5.7% | |
GS | Sell | GOLDMAN SACHS | $109,678 | -15.9% | 339 | -16.1% | 0.05% | -17.5% |
KO | Buy | COCA COLA COMPANY | $104,315 | -2.6% | 1,863 | +4.7% | 0.04% | -4.3% |
VBR | Buy | VANGUARD SMALLmf closed and mf open | $105,104 | -2.2% | 659 | +1.4% | 0.04% | -4.3% |
VGT | VANGUARD INFORMATION TECHNOLOGY ETFuie | $101,650 | -6.2% | 245 | 0.0% | 0.04% | -8.3% | |
MCHP | MICROCHIP TECHNOLOGY INC | $99,904 | -12.9% | 1,280 | 0.0% | 0.04% | -14.0% | |
XLU | Buy | SELECT UTILITIESuie | $98,501 | -9.8% | 1,671 | +0.1% | 0.04% | -10.4% |
XLI | SECTOR INDUSTRIALmf closed and mf open | $98,744 | -5.5% | 974 | 0.0% | 0.04% | -6.5% | |
JPST | Sell | JPMORGANmf closed and mf open | $96,345 | -1.9% | 1,920 | -1.9% | 0.04% | -2.3% |
PEG | PUBLIC SERVICE | $96,633 | -9.1% | 1,698 | 0.0% | 0.04% | -10.6% | |
CINF | Sell | CINCINNATI FINL | $95,844 | +3.9% | 937 | -1.2% | 0.04% | +2.5% |
FRANKLIN BSP | $95,328 | -6.5% | 7,200 | 0.0% | 0.04% | -8.9% | ||
PTLC | PACER TRENDPILOTmf closed and mf open | $94,652 | -3.2% | 2,369 | 0.0% | 0.04% | -4.7% | |
VANGUARD SMALL CAP INDEX ADMmfc | $91,421 | -5.0% | 1,009 | 0.0% | 0.04% | -4.8% | ||
XEL | XCEL ENERGY | $90,694 | -8.0% | 1,585 | 0.0% | 0.04% | -9.3% | |
Buy | PIMCO INCOME INSTLmfb | $89,772 | +47.2% | 8,810 | +50.3% | 0.04% | +44.4% | |
SPYD | SPDR PORTFOLIOmf closed and mf open | $91,182 | -5.4% | 2,600 | 0.0% | 0.04% | -7.1% | |
NIO | NIO INC | $91,105 | -6.7% | 10,078 | 0.0% | 0.04% | -9.3% | |
EQRR | Buy | PROSHARES EQUITIESmf closed and mf open | $89,628 | +3.2% | 1,771 | +0.5% | 0.04% | +2.6% |
HAL | Buy | HALLIBURTON COMPANY | $90,496 | +28.9% | 2,234 | +5.0% | 0.04% | +25.8% |
GLD | Sell | SPDR GOLD | $87,955 | -13.1% | 513 | -9.7% | 0.04% | -13.6% |
ACN | Buy | ACCENTURE PLC | $87,443 | -0.1% | 285 | +0.4% | 0.04% | 0.0% |
VANGUARD DIVIDEND APPRECIATION INDEX ADMmfc | $88,339 | -4.4% | 2,095 | 0.0% | 0.04% | -7.3% | ||
Buy | EATON VANCE EMERGING MARKETS DBT OPPS Imfb | $85,392 | +244.8% | 11,571 | +251.8% | 0.04% | +236.4% | |
NEE | Buy | NEXTERA ENERGY | $85,990 | -22.7% | 1,501 | +0.1% | 0.04% | -24.5% |
ES | Buy | EVERSOURCE ENERGY | $86,585 | +72.4% | 1,489 | +110.3% | 0.04% | +68.2% |
RPG | Buy | INVESCO S&Pmf closed and mf open | $85,628 | -1.2% | 2,840 | +400.0% | 0.04% | -2.6% |
VBK | VANGUARD SMALLmf closed and mf open | $85,672 | -6.8% | 400 | 0.0% | 0.04% | -7.5% | |
CMCSA | Buy | COMCAST CORP | $82,694 | +13.8% | 1,865 | +6.6% | 0.04% | +12.5% |
IBTG | Buy | ISHARES IBONDSmf closed and mf open | $82,083 | +225.6% | 3,653 | +228.2% | 0.04% | +227.3% |
IUSG | ISHARES S&Pmf closed and mf open | $82,776 | -2.9% | 873 | 0.0% | 0.04% | -2.7% | |
MET | Buy | METLIFE INC | $81,469 | +11.4% | 1,295 | +0.2% | 0.04% | +9.4% |
HFXI | Buy | INDEXIQ IQmf closed and mf open | $80,969 | +7.2% | 3,499 | +11.0% | 0.04% | +6.1% |
NZF | Buy | NUVEEN MUNICIPALmf closed and mf open | $81,062 | +22.6% | 7,772 | +37.0% | 0.04% | +20.7% |
VANGUARD MID CAP INDEX ADMIRALmfc | $81,840 | -5.4% | 317 | 0.0% | 0.04% | -7.9% | ||
LPG | Sell | DORIAN LPG | $81,881 | -0.2% | 2,850 | -10.9% | 0.04% | -2.8% |
VOT | VANGUARD MIDmf closed and mf open | $77,908 | -5.3% | 400 | 0.0% | 0.03% | -5.6% | |
MDT | Buy | MEDTRONIC PLC | $78,633 | +4.9% | 1,004 | +18.0% | 0.03% | +3.0% |
FNX | Buy | FIRST TRUSTmf closed and mf open | $78,652 | -4.1% | 854 | +0.2% | 0.03% | -5.6% |
TXN | Buy | TEXAS INSTRUMENTS | $78,391 | +27.0% | 493 | +43.7% | 0.03% | +25.9% |
IWP | ISHARES RUSSELLmf closed and mf open | $76,155 | -5.5% | 834 | 0.0% | 0.03% | -5.7% | |
JBL | JABIL INC | $76,134 | +17.6% | 600 | 0.0% | 0.03% | +17.9% | |
FIVG | Sell | ETF DEFIANCEuie | $76,890 | -8.5% | 2,460 | -1.4% | 0.03% | -10.8% |
DLN | WISDOMTREE US LARGECAP DIVIDEND ETFuie | $74,403 | -3.3% | 1,210 | 0.0% | 0.03% | -5.9% | |
LH | Buy | LABORATORY CORP | $73,161 | -16.4% | 364 | +0.3% | 0.03% | -15.8% |
MAR | MARRIOTT INTL | $74,192 | +7.2% | 377 | 0.0% | 0.03% | +6.7% | |
EQWL | Buy | INVESCO S&Pmf closed and mf open | $73,746 | +484.4% | 939 | +505.8% | 0.03% | +433.3% |
NUE | NUCOR CORP | $71,139 | -4.7% | 455 | 0.0% | 0.03% | -6.1% | |
ROBT | FIRST TRUSTmf closed and mf open | $72,149 | -11.3% | 1,781 | 0.0% | 0.03% | -13.9% | |
VHT | VANGUARD HEALTHmf closed and mf open | $72,701 | -3.9% | 309 | 0.0% | 0.03% | -6.1% | |
SCHG | SCHWAB USmf closed and mf open | $72,720 | -3.0% | 1,000 | 0.0% | 0.03% | -6.1% | |
PYPL | Buy | PAYPAL HOLDINGS | $71,321 | -8.3% | 1,220 | +4.6% | 0.03% | -8.8% |
ITOT | Buy | ISHARES CORE S&P TOTAL US STOCK MARKuie | $70,213 | +197.2% | 745 | +209.1% | 0.03% | +200.0% |
BX | Buy | BLACKSTONE INC | $66,297 | +16.0% | 619 | +0.7% | 0.03% | +16.0% |
XLY | Sell | CONSUMER DISCRETIONARYmf closed and mf open | $66,210 | -10.6% | 411 | -5.7% | 0.03% | -12.1% |
GIS | Buy | GENERAL MILLS | $66,011 | +99.7% | 1,032 | +139.4% | 0.03% | +93.3% |
TRGP | TARGA RESOURCES | $64,805 | +12.6% | 756 | 0.0% | 0.03% | +12.0% | |
GILD | GILEAD SCIENCES INC | $64,673 | -2.8% | 863 | 0.0% | 0.03% | -3.4% | |
LYFT | LYFT INC | $65,348 | +9.9% | 6,200 | 0.0% | 0.03% | +7.7% | |
COST | COSTCO WHOLESALE | $64,971 | +4.9% | 115 | 0.0% | 0.03% | +3.7% | |
VIAC | Sell | PARAMOUNT GLOBAL CLASS B | $65,106 | -55.7% | 5,047 | -45.4% | 0.03% | -56.9% |
AEP | Buy | AMERICAN ELECTRIC | $62,095 | -9.9% | 826 | +0.9% | 0.03% | -10.0% |
VTI | VANGUARD TOTALmf closed and mf open | $63,298 | -3.6% | 298 | 0.0% | 0.03% | -6.9% | |
PFF | Buy | ISHARES U Smf closed and mf open | $62,300 | +347.6% | 2,066 | +359.1% | 0.03% | +350.0% |
BABA | Sell | ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS | $60,372 | -10.0% | 696 | -13.5% | 0.03% | -10.3% |
FTCS | FIRST TRUST CAPITAL STRENGTH ETFuie | $59,419 | -1.9% | 807 | 0.0% | 0.03% | -3.7% | |
IBDS | ISHARES IBONDSmf closed and mf open | $57,618 | -1.4% | 2,490 | 0.0% | 0.02% | -3.8% | |
ALB | Buy | ALBEMARLE CORP | $57,008 | +218.5% | 335 | +318.8% | 0.02% | +212.5% |
MRO | Buy | MARATHON OIL | $56,886 | +23.6% | 2,127 | +6.4% | 0.02% | +25.0% |
FCG | Buy | FIRST TRUSTmf closed and mf open | $58,478 | +2411.9% | 2,250 | +2150.0% | 0.02% | +2400.0% |
VB | Buy | VANGUARD SMALLmf closed and mf open | $58,043 | +23.1% | 307 | +29.5% | 0.02% | +19.0% |
TILT | FLEXSHARES MORNINGSTARmf closed and mf open | $54,308 | -3.1% | 333 | 0.0% | 0.02% | -4.0% | |
WOOF | Sell | PETCO HEALTH & WELLNESS CLASS A | $54,594 | -54.2% | 13,347 | -0.4% | 0.02% | -53.8% |
FSK | Sell | FS KKR | $55,034 | -15.5% | 2,795 | -17.7% | 0.02% | -17.2% |
HDV | Sell | ISHARES COREmf closed and mf open | $55,378 | -9.6% | 560 | -7.9% | 0.02% | -11.1% |
CWI | SPDR MSCImf closed and mf open | $55,156 | -4.7% | 2,216 | 0.0% | 0.02% | -4.0% | |
UAL | Sell | UNITED AIRLINES | $52,706 | -42.7% | 1,246 | -25.6% | 0.02% | -42.5% |
DBEU | X TRACKERSmf closed and mf open | $52,380 | -2.2% | 1,478 | 0.0% | 0.02% | -4.2% | |
ILCB | ISHARES MORNINGSTARmf closed and mf open | $52,141 | -3.6% | 885 | 0.0% | 0.02% | -4.2% | |
OEF | ISHARES S&Pmf closed and mf open | $51,163 | -3.1% | 255 | 0.0% | 0.02% | -4.3% | |
NOBL | PROSHARES TRUSTmf closed and mf open | $51,801 | -6.1% | 585 | 0.0% | 0.02% | -8.3% | |
EVRG | Buy | EVERGY INC | $50,649 | +73.4% | 999 | +99.8% | 0.02% | +69.2% |
CHTR | Sell | CHARTER COMMUNICATIONS | $49,700 | +16.6% | 113 | -2.6% | 0.02% | +15.8% |
NCLH | Sell | NORWEGIAN CRUISE | $51,088 | -30.5% | 3,100 | -8.1% | 0.02% | -31.2% |
XLB | Sell | SECTOR MATERIALSmf closed and mf open | $48,387 | -13.5% | 616 | -8.7% | 0.02% | -16.0% |
SCHW | Buy | SCHWAB CHARLES | $48,477 | +3.0% | 883 | +6.4% | 0.02% | 0.0% |
USSG | X TRACKERSmf closed and mf open | $47,592 | -2.4% | 1,200 | 0.0% | 0.02% | 0.0% | |
SPAB | SPDR PORTFOLIOmf closed and mf open | $48,680 | -4.1% | 2,000 | 0.0% | 0.02% | -4.5% | |
GPC | GENUINE PARTS | $49,379 | -14.7% | 342 | 0.0% | 0.02% | -16.0% | |
TDOC | TELADOC INC | $48,706 | -26.6% | 2,620 | 0.0% | 0.02% | -27.6% | |
DRAFTKINGS INC NEW CLASS A | $46,368 | +10.8% | 1,575 | 0.0% | 0.02% | +11.1% | ||
SRVR | Buy | PACER DATAmf closed and mf open | $46,893 | -9.5% | 1,811 | +2.0% | 0.02% | -13.0% |
PRU | Buy | PRUDENTIAL FINANCIAL | $46,455 | +8.0% | 490 | +0.6% | 0.02% | +5.3% |
CMG | CHIPOTLE MEXICAN | $45,796 | -14.4% | 25 | 0.0% | 0.02% | -13.0% | |
ED | Sell | CONSOLIDATED EDISON | $45,567 | -7.3% | 533 | -2.0% | 0.02% | -9.1% |
ADM | ARCHER DANIELS | $44,271 | -0.2% | 587 | 0.0% | 0.02% | 0.0% | |
EMR | EMERSON ELECTRIC | $44,326 | +6.8% | 459 | 0.0% | 0.02% | +5.6% | |
DURA | Buy | VANECK DURABLEmf closed and mf open | $42,876 | -4.7% | 1,417 | +0.4% | 0.02% | -5.0% |
AEE | AMEREN CORP | $44,898 | -8.4% | 600 | 0.0% | 0.02% | -13.6% | |
IJK | ISHARES S&P MID CAP 400 GRWTH ETFuie | $44,743 | -3.7% | 619 | 0.0% | 0.02% | -5.0% | |
TROW | PRICE T | $44,151 | -6.4% | 421 | 0.0% | 0.02% | -9.5% | |
DES | Buy | WISDOMTREE U Smf closed and mf open | $40,716 | -1.8% | 1,444 | +0.3% | 0.02% | 0.0% |
ORI | OLD REPUBLIC | $41,325 | +7.0% | 1,534 | 0.0% | 0.02% | +5.9% | |
Sell | EATON VANCE TOTAL RETURN BOND Imfb | $41,125 | -4.5% | 4,188 | -0.9% | 0.02% | -5.3% | |
SOFI | Buy | SOFI TECHNOLOGIES INC | $40,631 | +4.0% | 5,085 | +8.5% | 0.02% | +5.9% |
SNOW | Buy | SNOWFLAKE INC CLASS A | $42,471 | -11.3% | 278 | +2.2% | 0.02% | -14.3% |
BOTZ | Buy | GLOBAL Xmf closed and mf open | $42,663 | +16.4% | 1,726 | +35.4% | 0.02% | +12.5% |
IYH | ISHARES U Smf closed and mf open | $42,249 | -3.6% | 156 | 0.0% | 0.02% | -5.3% | |
PTIN | PACER TRENDPILOTmf closed and mf open | $38,323 | -5.0% | 1,470 | 0.0% | 0.02% | -5.6% | |
PSK | SPDR ICEmf closed and mf open | $38,303 | -3.0% | 1,180 | 0.0% | 0.02% | 0.0% | |
MDLZ | MONDELEZ INTERNATIONAL | $38,448 | -4.9% | 554 | 0.0% | 0.02% | -5.6% | |
SPLV | Buy | INVESCO EXCHANGEmf closed and mf open | $38,632 | -6.1% | 657 | +0.3% | 0.02% | -5.6% |
Sell | DIGITALBRIDGE GROUP | $39,907 | +13.3% | 2,270 | -5.2% | 0.02% | +13.3% | |
IEF | ISHARES 7-10 YEAR TREASURY BOND ETFuie | $39,384 | -5.2% | 430 | 0.0% | 0.02% | -5.6% | |
RFG | Buy | INVESCO S&Pmf closed and mf open | $38,235 | +0.3% | 976 | +400.5% | 0.02% | 0.0% |
MGM | Sell | MGM RESORTS | $39,535 | -41.0% | 1,075 | -29.5% | 0.02% | -41.4% |
CHD | New | CHURCH & DWIGHT | $38,943 | – | 425 | +100.0% | 0.02% | – |
RYLD | Buy | GLOBAL RUSSELLmf closed and mf open | $36,795 | -5.0% | 2,157 | +0.7% | 0.02% | -5.9% |
New | MFS EMERGING MARKETS DEBT Imfb | $37,595 | – | 3,384 | +100.0% | 0.02% | – | |
ARKK | Buy | ARK INNOVATION ETFuie | $38,045 | -9.3% | 959 | +0.9% | 0.02% | -11.1% |
Buy | FS CREDIT OPPORTUNITmf closed and mf open | $36,021 | +82.9% | 6,646 | +60.3% | 0.02% | +77.8% | |
KMX | Buy | CARMAX INC | $36,143 | -12.1% | 511 | +4.1% | 0.02% | -11.1% |
BLDR | Buy | BUILDERS FIRSTSOURCE INC | $34,235 | +43.8% | 275 | +57.1% | 0.02% | +50.0% |
STM | STMICROELECTRONICS N V | $34,528 | -13.7% | 800 | 0.0% | 0.02% | -16.7% | |
BRO | Sell | BROWN & BROWN | $34,780 | -2.7% | 498 | -4.0% | 0.02% | -6.2% |
ESS | Sell | ESSEX PROPERTY | $33,627 | -12.8% | 159 | -3.6% | 0.02% | -11.8% |
Buy | GENERAL ELECTRIC | $33,800 | +2.7% | 306 | +2.0% | 0.02% | +7.1% | |
PM | Buy | PHILIP MORRIS INTL | $34,950 | +16.4% | 378 | +22.7% | 0.02% | +15.4% |
VANGUARD GROWTH INDEX ADMIRALmfc | $34,966 | -3.8% | 250 | 0.0% | 0.02% | -6.2% | ||
GD | Buy | GENERAL DYNAMICS | $35,433 | +44.5% | 160 | +40.4% | 0.02% | +36.4% |
SRV | NXG CUSHINGmf closed and mf open | $33,642 | -2.8% | 925 | 0.0% | 0.02% | 0.0% | |
IYW | ISHARES TECHNOLOGYmf closed and mf open | $35,672 | -3.6% | 340 | 0.0% | 0.02% | -6.2% | |
SPTM | SPDR PORTFOLIOmf closed and mf open | $35,116 | -3.6% | 669 | 0.0% | 0.02% | -6.2% | |
ONEV | Buy | SPDR RUSSELLmf closed and mf open | $33,506 | -3.0% | 319 | +0.3% | 0.02% | 0.0% |
XHE | SPDR S&Pmf closed and mf open | $35,522 | -20.7% | 455 | 0.0% | 0.02% | -25.0% | |
New | BLACKSTONE SECURED | $34,200 | – | 1,250 | +100.0% | 0.02% | – | |
Buy | GSK PLC | $32,465 | +1.8% | 896 | +0.2% | 0.01% | 0.0% | |
LYV | Sell | LIVE NATION | $33,382 | -12.8% | 402 | -4.3% | 0.01% | -17.6% |
MLPA | Sell | GLOBAL Xmf closed and mf open | $31,748 | -2.3% | 712 | -5.9% | 0.01% | 0.0% |
VANGUARD PACIFIC STOCK INDEX ADMIRALmfc | $32,962 | -3.9% | 398 | 0.0% | 0.01% | -6.7% | ||
VANGUARD DEVELOPED MARKETS INDEX ADMIRALmfc | $32,778 | -5.3% | 2,335 | 0.0% | 0.01% | -6.7% | ||
GWW | GRAINGER W W | $33,208 | -12.3% | 48 | 0.0% | 0.01% | -17.6% | |
QDEF | Buy | FLEXSHARES TRUSTmf closed and mf open | $32,082 | -2.8% | 593 | +0.5% | 0.01% | 0.0% |
SON | SONOCO PRODUCTS CO | $33,208 | -7.9% | 611 | 0.0% | 0.01% | -12.5% | |
FXH | FIRST TRUSTmf closed and mf open | $31,745 | -10.3% | 327 | 0.0% | 0.01% | -12.5% | |
SBCF | SEACOAST BANKING | $31,666 | -0.6% | 1,442 | 0.0% | 0.01% | 0.0% | |
PXE | INVESCO ENERGYmf closed and mf open | $32,510 | +16.8% | 1,000 | 0.0% | 0.01% | +16.7% | |
DVN | Buy | DEVON ENERGY CORP | $33,390 | +115.9% | 700 | +118.8% | 0.01% | +100.0% |
OXY | Sell | OCCIDENTAL PETROLEUM | $32,440 | +6.3% | 500 | -3.7% | 0.01% | +7.7% |
WDAY | WORKDAY INC CLASS A | $32,228 | -4.9% | 150 | 0.0% | 0.01% | -6.7% | |
DHS | WISDOMTREE U Smf closed and mf open | $32,551 | -1.9% | 417 | 0.0% | 0.01% | -6.7% | |
CCL | CARNIVAL CORP | $31,570 | -27.1% | 2,301 | 0.0% | 0.01% | -26.3% | |
CE | Sell | CELANESE CORP | $33,263 | +4.1% | 265 | -4.0% | 0.01% | 0.0% |
CNL HEALTHCARE PROPERTIES INCret | $31,123 | 0.0% | 4,498 | 0.0% | 0.01% | -7.1% | ||
EWJ | ISHARES MSCImf closed and mf open | $29,241 | -2.6% | 485 | 0.0% | 0.01% | 0.0% | |
VICI | Buy | VICI PROPERTIES | $30,174 | -6.2% | 1,037 | +1.3% | 0.01% | -7.1% |
WTRG | New | ESSENTIAL UTILITIES | $30,588 | – | 891 | +100.0% | 0.01% | – |
RBLX | Sell | ROBLOX CORP | $29,886 | -29.8% | 1,032 | -2.4% | 0.01% | -31.6% |
FAST | Sell | FASTENAL CO | $28,959 | -11.4% | 530 | -4.3% | 0.01% | -7.1% |
New | PIMCO REAL RETURN INSTLmfb | $30,295 | – | 3,133 | +100.0% | 0.01% | – | |
GNL | Buy | GLOBAL NET | $30,829 | +15.3% | 3,208 | +23.4% | 0.01% | +8.3% |
IBDU | ISHARES IBONDSmf closed and mf open | $29,127 | -2.5% | 1,330 | 0.0% | 0.01% | 0.0% | |
POOL | Sell | POOL CORP | $29,556 | -8.3% | 83 | -3.5% | 0.01% | -7.1% |
F | Sell | FORD MOTOR CO | $29,084 | -47.2% | 2,342 | -35.6% | 0.01% | -45.8% |
CZR | Sell | CAESARS ENTERTAINMENT | $30,869 | -12.6% | 666 | -3.9% | 0.01% | -18.8% |
FTXG | Buy | FIRST TRUSTmf closed and mf open | $26,671 | -8.3% | 1,126 | +1.5% | 0.01% | -7.7% |
ALLE | Sell | ALLEGION PUBLIC | $28,134 | -16.9% | 270 | -4.3% | 0.01% | -20.0% |
CI | CIGNA GROUP | $27,749 | +2.0% | 97 | 0.0% | 0.01% | 0.0% | |
MDYV | Buy | SPDR SERIESmf closed and mf open | $27,718 | -5.3% | 427 | +0.5% | 0.01% | -7.7% |
IXUS | Buy | ISHARES COREmf closed and mf open | $27,298 | +211.3% | 455 | +225.0% | 0.01% | +200.0% |
VANGUARD SMALL CAP GROWTH INDEX ADMIRALmfc | $27,010 | -6.7% | 359 | 0.0% | 0.01% | -7.7% | ||
DJP | BARCLAYS BANKpreferred stock | $27,255 | +5.1% | 848 | 0.0% | 0.01% | +9.1% | |
BKH | BLACK HILLS | $27,015 | -16.0% | 534 | 0.0% | 0.01% | -14.3% | |
COIN | Sell | COINBASE GLOBAL | $28,606 | +3.3% | 381 | -1.6% | 0.01% | 0.0% |
NFG | NATIONAL FUEL | $27,252 | +1.1% | 525 | 0.0% | 0.01% | 0.0% | |
ROKU | ROKU INC | $28,236 | +10.4% | 400 | 0.0% | 0.01% | +9.1% | |
LUV | Sell | SOUTHWEST AIRLINES | $26,207 | -50.4% | 968 | -33.7% | 0.01% | -52.2% |
MO | ALTRIA GROUP | $25,019 | -7.2% | 595 | 0.0% | 0.01% | -8.3% | |
SPDW | SPDR PORTFOLIOmf closed and mf open | $24,591 | -4.7% | 793 | 0.0% | 0.01% | 0.0% | |
PEP | Buy | PEPSICO INC | $25,739 | -0.7% | 152 | +8.6% | 0.01% | 0.0% |
SPG | Sell | SIMON PROPERTY | $26,359 | -10.5% | 244 | -4.3% | 0.01% | -15.4% |
IDRV | ISHARES SELFmf closed and mf open | $24,398 | -9.1% | 656 | 0.0% | 0.01% | -8.3% | |
DEEP | ETF ROUNDHILLmf closed and mf open | $25,424 | +0.3% | 769 | 0.0% | 0.01% | 0.0% | |
AWAY | ETF MANAGERSmf closed and mf open | $25,260 | -1.1% | 1,500 | 0.0% | 0.01% | 0.0% | |
TDV | Buy | PROSHARES S&Pmf closed and mf open | $24,272 | -6.2% | 391 | +0.3% | 0.01% | 0.0% |
RC | READY CAPITAL | $24,264 | -10.4% | 2,400 | 0.0% | 0.01% | -8.3% | |
MUB | Buy | ISHARES NATIONALmf closed and mf open | $24,889 | -3.3% | 243 | +0.8% | 0.01% | 0.0% |
SQ | BLOCK INC CLASS A | $26,158 | -33.5% | 591 | 0.0% | 0.01% | -35.3% | |
BLD | TOPBUILD CORP | $25,160 | -5.4% | 100 | 0.0% | 0.01% | -8.3% | |
JNK | SPDR BLOOMBERGmf closed and mf open | $22,238 | -1.8% | 246 | 0.0% | 0.01% | 0.0% | |
VANGUARD LONG-TERM CORPORATE BD IDX ADMmfb | $23,321 | -8.4% | 1,218 | 0.0% | 0.01% | -9.1% | ||
QUAL | ISHARES MSCI USA QLTY FACT ETFuie | $23,064 | -2.3% | 175 | 0.0% | 0.01% | 0.0% | |
PZA | Buy | INVESCO NATIONALmf closed and mf open | $22,494 | -5.4% | 1,015 | +0.7% | 0.01% | 0.0% |
KR | KROGER CO | $22,375 | -4.8% | 500 | 0.0% | 0.01% | 0.0% | |
PHG | KONINKLIJKE PHILIPS | $22,312 | -8.1% | 1,119 | 0.0% | 0.01% | -9.1% | |
New | EATON VANCE NATIONAL MUNICIPAL INCOME Amff | $24,237 | – | 2,770 | +100.0% | 0.01% | – | |
AXP | AMERICAN EXPRESS | $23,871 | -14.4% | 160 | 0.0% | 0.01% | -16.7% | |
Sell | PEAKSTONE REALTY | $22,481 | -35.3% | 1,351 | -3.6% | 0.01% | -33.3% | |
IBDT | ISHARES IBONDSmf closed and mf open | $24,030 | -1.9% | 1,000 | 0.0% | 0.01% | -9.1% | |
CCI | Buy | CROWN CASTLE | $23,494 | -18.1% | 255 | +1.2% | 0.01% | -23.1% |
DSI | Buy | ISHARES MSCImf closed and mf open | $23,781 | +12.1% | 292 | +15.9% | 0.01% | +11.1% |
ATLASSIAN CORP CLASS A | $23,577 | +20.1% | 117 | 0.0% | 0.01% | +11.1% | ||
WELL | WELLTOWER INC | $21,545 | +1.3% | 263 | 0.0% | 0.01% | 0.0% | |
SHW | SHERWIN WILLIAMS CO | $20,659 | -3.9% | 81 | 0.0% | 0.01% | 0.0% | |
TPX | TEMPUR SEALY | $21,670 | +8.2% | 500 | 0.0% | 0.01% | 0.0% | |
AB | ALLIANCE BERNSTEINoil & gas, real estate and reit | $21,245 | -5.6% | 700 | 0.0% | 0.01% | -10.0% | |
ENB | Buy | ENBRIDGE INC | $21,022 | -6.0% | 633 | +5.1% | 0.01% | -10.0% |
QCLN | FIRST TRUSTmf closed and mf open | $21,315 | -16.7% | 500 | 0.0% | 0.01% | -18.2% | |
ICE | Buy | INTERCONTINENTAL EXCH | $20,522 | +113.5% | 187 | +120.0% | 0.01% | +125.0% |
VNQ | VANGUARD REALmf closed and mf open | $21,715 | -9.5% | 287 | 0.0% | 0.01% | -18.2% | |
TLT | Sell | ISHARES 20 YR TR BD ETFmf closed and mf open | $20,399 | -39.9% | 230 | -30.3% | 0.01% | -40.0% |
IJJ | ISHARES S&Pmf closed and mf open | $19,947 | -5.8% | 198 | 0.0% | 0.01% | 0.0% | |
IYLD | ISHARES MORNINGSTARmf closed and mf open | $20,201 | -2.5% | 1,061 | 0.0% | 0.01% | 0.0% | |
ATO | ATMOS ENERGY CORP | $20,233 | -8.9% | 191 | 0.0% | 0.01% | -10.0% | |
IBHF | New | ISHARES IBONDSmf closed and mf open | $20,052 | – | 890 | +100.0% | 0.01% | – |
BND | VANGUARD TOTALmf closed and mf open | $21,841 | -4.0% | 313 | 0.0% | 0.01% | -10.0% | |
MRVL | MARVELL TECHNOLOGY | $21,652 | -9.5% | 400 | 0.0% | 0.01% | -10.0% | |
NKE | Buy | NIKE INC | $20,335 | +57.5% | 213 | +82.1% | 0.01% | +50.0% |
NI | New | NISOURCE INC | $21,373 | – | 866 | +100.0% | 0.01% | – |
VANGUARD REAL ESTATE INDEX ADMIRALmfc | $21,788 | -9.4% | 203 | 0.0% | 0.01% | -18.2% | ||
UVV | UNIVERSAL CORP VA | $20,631 | -5.5% | 437 | 0.0% | 0.01% | -10.0% | |
PLYM | PLYMOUTH INDUSTRIAL | $20,950 | -9.0% | 1,000 | 0.0% | 0.01% | -10.0% | |
UBSI | UNITED BANKSHARES | $20,859 | -7.0% | 756 | 0.0% | 0.01% | -10.0% | |
RF | Buy | REGIONS FINL CO | $20,726 | +6.7% | 1,205 | +10.6% | 0.01% | 0.0% |
SPEM | SPDR PORTFOLIOmf closed and mf open | $20,407 | -2.4% | 608 | 0.0% | 0.01% | 0.0% | |
NVO | Buy | NOVO NORDISK | $18,188 | +12.4% | 200 | +100.0% | 0.01% | +14.3% |
MPLX | MPLXoil & gas, real estate and reit | $19,564 | +4.8% | 550 | 0.0% | 0.01% | 0.0% | |
WSO | WATSCO INC | $18,886 | -1.0% | 50 | 0.0% | 0.01% | 0.0% | |
TT | TRANE TECHNOLOGIES | $17,513 | +6.5% | 86 | 0.0% | 0.01% | +14.3% | |
PKW | INVESCO BUYBACKmf closed and mf open | $19,067 | +0.8% | 212 | 0.0% | 0.01% | 0.0% | |
IPAY | Sell | ETF MANAGERSmf closed and mf open | $17,752 | -33.4% | 454 | -27.2% | 0.01% | -33.3% |
VO | Buy | VANGUARD MIDmf closed and mf open | $19,101 | +203.1% | 92 | +217.2% | 0.01% | +166.7% |
FCEF | New | FIRST TRUSTmf closed and mf open | $18,635 | – | 1,000 | +100.0% | 0.01% | – |
ANTM | Buy | ELEVANCE HEALTH | $18,288 | +17.6% | 42 | +20.0% | 0.01% | +14.3% |
EWMC | INVESCO EXCHANGEmf closed and mf open | $17,822 | -3.9% | 204 | 0.0% | 0.01% | 0.0% | |
QDF | Buy | FLEXSHARES TRUSTmf closed and mf open | $18,005 | -3.0% | 323 | +0.6% | 0.01% | 0.0% |
MFC | MANULIFE FINANCIAL | $17,512 | -3.3% | 958 | 0.0% | 0.01% | 0.0% | |
DFS | DISCOVER FINANCIAL | $17,326 | -25.9% | 200 | 0.0% | 0.01% | -20.0% | |
FEDERAL REALTY | $18,671 | -6.3% | 206 | 0.0% | 0.01% | -11.1% | ||
Sell | WARNER BROS | $18,842 | -15.7% | 1,735 | -2.7% | 0.01% | -20.0% | |
MNST | MONSTER BEVERAGE | $17,579 | -7.8% | 332 | 0.0% | 0.01% | 0.0% | |
DTE | New | DTE ENERGY CO | $18,565 | – | 187 | +100.0% | 0.01% | – |
XLC | SELECT SECTORmf closed and mf open | $18,884 | +0.8% | 288 | 0.0% | 0.01% | 0.0% | |
ANET | ARISTA NETWORKS | $18,393 | +13.5% | 100 | 0.0% | 0.01% | +14.3% | |
GLW | CORNING INC | $18,282 | -13.0% | 600 | 0.0% | 0.01% | -11.1% | |
PTNQ | PACER TRENDPILOTmf closed and mf open | $19,552 | -1.0% | 318 | 0.0% | 0.01% | -11.1% | |
CATH | Buy | GLOBAL Xmf closed and mf open | $18,609 | -3.5% | 356 | +0.6% | 0.01% | 0.0% |
CTBI | COMMUNITY TRUST | $18,330 | -3.7% | 535 | 0.0% | 0.01% | 0.0% | |
ICLN | ISHARES GLOBALmf closed and mf open | $17,354 | -20.5% | 1,187 | 0.0% | 0.01% | -20.0% | |
KIM | Buy | KIMCO REALTY | $19,088 | -9.7% | 1,085 | +1.2% | 0.01% | -11.1% |
VFH | VANGUARD FINANCIALSmf closed and mf open | $19,116 | -1.1% | 238 | 0.0% | 0.01% | 0.0% | |
OMFL | INVESCO RUSSELLmf closed and mf open | $17,923 | -6.4% | 391 | 0.0% | 0.01% | 0.0% | |
JHANCOCK DISCIPLINED VALUE MID CAP Imfc | $17,832 | -2.9% | 699 | 0.0% | 0.01% | 0.0% | ||
IEMG | ISHARES COREmf closed and mf open | $15,524 | -3.5% | 326 | 0.0% | 0.01% | 0.0% | |
MPC | New | MARATHON PETROLEUM | $17,115 | – | 113 | +100.0% | 0.01% | – |
FYC | Buy | FIRST TRUSTmf closed and mf open | $15,533 | +47.3% | 276 | +57.7% | 0.01% | +40.0% |
SCHD | Buy | SCHWAB USmf closed and mf open | $16,888 | -2.2% | 239 | +0.4% | 0.01% | -12.5% |
ECC | Buy | EAGLE POINTmf closed and mf open | $15,226 | +15.3% | 1,500 | +15.4% | 0.01% | +16.7% |
TM | TOYOTA MOTOR | $16,177 | +11.8% | 90 | 0.0% | 0.01% | +16.7% | |
GOGL | Buy | GOLDEN OCEAN | $15,366 | +27.2% | 1,950 | +21.9% | 0.01% | +40.0% |
TFC | Sell | TRUIST FINL CORP | $15,393 | -59.3% | 538 | -56.8% | 0.01% | -58.8% |
TRP | Buy | TC ENERGY | $17,216 | -13.1% | 500 | +2.0% | 0.01% | -22.2% |
SBLK | STAR BULK | $16,774 | +8.9% | 870 | 0.0% | 0.01% | 0.0% | |
BSCO | New | INVESCO BULLETSHARESmf closed and mf open | $16,123 | – | 780 | +100.0% | 0.01% | – |
PLUG | PLUG POWER | $16,720 | -26.9% | 2,200 | 0.0% | 0.01% | -30.0% | |
HON | New | HONEYWELL INTL | $15,090 | – | 82 | +100.0% | 0.01% | – |
SILA REALTY TRUST INC CLASS Aret | $15,125 | 0.0% | 1,860 | 0.0% | 0.01% | 0.0% | ||
PAG | PENSKE AUTOMOTIVE | $16,706 | +0.3% | 100 | 0.0% | 0.01% | 0.0% | |
PKG | Buy | PACKAGING CORP | $15,950 | +17.3% | 104 | +1.0% | 0.01% | +16.7% |
FLTR | Buy | VANECK IGmf closed and mf open | $15,202 | +201.0% | 601 | +200.5% | 0.01% | +250.0% |
ALC | ALCON INC | $15,412 | -6.2% | 200 | 0.0% | 0.01% | 0.0% | |
QLC | Buy | FLEXSHARES U Smf closed and mf open | $15,585 | -2.7% | 327 | +0.3% | 0.01% | 0.0% |
FE | New | FIRSTENERGY CORP | $15,381 | – | 450 | +100.0% | 0.01% | – |
NVS | Buy | NOVARTIS AG | $16,603 | +36.0% | 163 | +34.7% | 0.01% | +40.0% |
VXUS | VANGUARD TOTAL INTERNTL STOCK ETF IVuie | $13,701 | -4.6% | 256 | 0.0% | 0.01% | 0.0% | |
ARCC | Buy | ARES CAPITALmf closed and mf open | $13,629 | +20.9% | 700 | +16.7% | 0.01% | +20.0% |
JHANCOCK DISCIPLINED VALUE Imfc | $13,428 | +0.5% | 614 | 0.0% | 0.01% | 0.0% | ||
DJD | Buy | INVESCO DOWmf closed and mf open | $13,949 | -2.2% | 337 | +0.9% | 0.01% | 0.0% |
VALE | Buy | VALE S A | $14,711 | +2.3% | 1,098 | +2.4% | 0.01% | 0.0% |
VGK | VANGUARD FTSEmf closed and mf open | $13,787 | -6.1% | 238 | 0.0% | 0.01% | 0.0% | |
MVO | Sell | MV OIL | $13,630 | -54.6% | 1,000 | -57.4% | 0.01% | -53.8% |
CORR | CORENERGY INFRASTRUCTURE | $14,500 | -28.6% | 18,125 | 0.0% | 0.01% | -33.3% | |
AMAT | APPLIED MATERIALS | $13,845 | -4.2% | 100 | 0.0% | 0.01% | 0.0% | |
HEWG | ISHARES CURRENCYmf closed and mf open | $14,475 | -7.5% | 490 | 0.0% | 0.01% | -14.3% | |
ILCG | ISHARES MORNINGSTARmf closed and mf open | $14,417 | -4.3% | 242 | 0.0% | 0.01% | -14.3% | |
O | REALTY INCOME | $14,832 | -16.5% | 297 | 0.0% | 0.01% | -25.0% | |
LEG | LEGGETT & PLATT | $14,840 | -14.2% | 584 | 0.0% | 0.01% | -25.0% | |
NBR | NABORS INDUSTRIES | $13,299 | +32.4% | 108 | 0.0% | 0.01% | +50.0% | |
New | FIDELITY ADVISOR TOTAL BOND Imfb | $14,757 | – | 1,629 | +100.0% | 0.01% | – | |
T. ROWE PRICE GROWTH STOCK Imfa | $13,329 | -1.8% | 166 | 0.0% | 0.01% | 0.0% | ||
USB | U S BANCORP DE | $13,555 | +0.1% | 410 | 0.0% | 0.01% | 0.0% | |
IAUM | New | ISHARES GOLD TR MICRO UNDIV BENF ETVuie | $14,483 | – | 785 | +100.0% | 0.01% | – |
JIG | JPMORGANmf closed and mf open | $13,373 | -9.5% | 250 | 0.0% | 0.01% | 0.0% | |
JVAL | New | JPMORGAN U.S. VALUE FACTOR ETFuie | $13,440 | – | 388 | +100.0% | 0.01% | – |
LPLA | LPL FINANCIAL | $11,883 | +9.3% | 50 | 0.0% | 0.01% | 0.0% | |
BKNG | Buy | BOOKING HOLDINGS | $12,336 | +128.4% | 4 | +100.0% | 0.01% | +150.0% |
Buy | JPMORGAN ACTIVEmf closed and mf open | $10,418 | -3.2% | 203 | +0.5% | 0.01% | 0.0% | |
ITW | ILLINOIS TOOL | $12,668 | -7.9% | 55 | 0.0% | 0.01% | -16.7% | |
CSX | Buy | CSX CORP | $11,364 | +851.8% | 370 | +957.1% | 0.01% | +400.0% |
PAA | Sell | PLAINS ALLoil & gas, real estate and reit | $10,724 | -19.9% | 700 | -26.3% | 0.01% | -16.7% |
AVGO | Buy | BROADCOM INC | $12,459 | +1337.0% | 15 | +1400.0% | 0.01% | – |
TGTX | TG THERAPEUTICS INC | $10,659 | -66.3% | 1,275 | 0.0% | 0.01% | -64.3% | |
ACAD | ACADIA PHARMACEUTICAL | $12,504 | -13.0% | 600 | 0.0% | 0.01% | -16.7% | |
EFC | ELLINGTON FINANCIAL | $11,847 | -9.6% | 950 | 0.0% | 0.01% | -16.7% | |
New | ARM HOLDINGS | $12,684 | – | 237 | +100.0% | 0.01% | – | |
IWD | ISHARES RUSSELLmf closed and mf open | $12,297 | -3.8% | 81 | 0.0% | 0.01% | -16.7% | |
RENEW ENERGY | $10,860 | -0.9% | 2,000 | 0.0% | 0.01% | 0.0% | ||
RICK | RCI HOSPITALITY | $12,132 | -20.2% | 200 | 0.0% | 0.01% | -28.6% | |
XSD | SPDR S&P SEMICONDUCTOR ETFuie | $11,420 | -11.4% | 58 | 0.0% | 0.01% | -16.7% | |
PEAK | Sell | HEALTHPEAK PPTYS | $12,302 | -15.7% | 670 | -7.7% | 0.01% | -16.7% |
EXR | EXTRA SPACE | $12,158 | -18.3% | 100 | 0.0% | 0.01% | -28.6% | |
EEM | ISHARES MSCImf closed and mf open | $12,182 | -4.1% | 321 | 0.0% | 0.01% | -16.7% | |
New | MAPLEBEAR INC | $10,955 | – | 369 | +100.0% | 0.01% | – | |
Buy | CONSTELLATION ENERGY COR | $10,472 | +1170.9% | 96 | +966.7% | 0.01% | – | |
IJS | ISHARES S&Pmf closed and mf open | $11,777 | -6.2% | 132 | 0.0% | 0.01% | -16.7% | |
VLUE | ISHARES MSCImf closed and mf open | $10,886 | -3.3% | 120 | 0.0% | 0.01% | 0.0% | |
CMI | CUMMINS INC | $10,010 | -6.2% | 44 | 0.0% | 0.00% | -20.0% | |
EWP | ISHARES MSCImf closed and mf open | $9,488 | -4.8% | 345 | 0.0% | 0.00% | 0.0% | |
VEEV | VEEVA SYSTEMS | $9,562 | +2.9% | 47 | 0.0% | 0.00% | 0.0% | |
SPMV | INVESCO EXCHANGEmf closed and mf open | $9,047 | -5.6% | 250 | 0.0% | 0.00% | 0.0% | |
SPMO | Buy | INVESCO EXCHANGEmf closed and mf open | $10,124 | +2.9% | 177 | +0.6% | 0.00% | 0.0% |
IDHQ | Buy | INVESCO EXCHANGEmf closed and mf open | $10,239 | -3.8% | 395 | +0.5% | 0.00% | -20.0% |
PWB | Buy | INVESCO LARGEmf closed and mf open | $10,173 | +31.0% | 150 | +36.4% | 0.00% | +33.3% |
PWC | Buy | INVESCO BLOOMBERGmf closed and mf open | $10,222 | -4.6% | 278 | +202.2% | 0.00% | -20.0% |
IIPR | INNOVATIVE INDUSTRIAL | $8,323 | +3.6% | 110 | 0.0% | 0.00% | 0.0% | |
INSP | INSPIRE MEDICAL | $9,922 | -38.9% | 50 | 0.0% | 0.00% | -42.9% | |
JHMM | Sell | JOHN HANCOCKmf closed and mf open | $8,550 | -21.3% | 181 | -17.4% | 0.00% | -20.0% |
HALEON PLC | $9,272 | -0.6% | 1,113 | 0.0% | 0.00% | 0.0% | ||
GLPI | GAMING & LEISURE | $9,110 | -6.0% | 200 | 0.0% | 0.00% | 0.0% | |
New | FORTREA HOLDINGS | $10,350 | – | 362 | +100.0% | 0.00% | – | |
TXRH | TEXAS ROADHOUSE | $10,187 | -14.4% | 106 | 0.0% | 0.00% | -20.0% | |
New | BNY MELLON OPPORTUNISTIC MUNICIPAL SCS Amff | $8,375 | – | 730 | +100.0% | 0.00% | – | |
SKYY | FIRST TRUSTmf closed and mf open | $9,743 | -0.0% | 128 | 0.0% | 0.00% | 0.0% | |
MRNA | MODERNA INC | $9,296 | -15.0% | 90 | 0.0% | 0.00% | -20.0% | |
ETSY | ETSY INC | $9,235 | -23.7% | 143 | 0.0% | 0.00% | -20.0% | |
NEW YORK | $8,490 | -14.4% | 1,000 | 0.0% | 0.00% | 0.0% | ||
NEM | New | NEWMONT CORP | $9,608 | – | 260 | +100.0% | 0.00% | – |
NEWT | NEWTEKONE INCmf closed and mf open | $8,113 | -7.2% | 550 | 0.0% | 0.00% | 0.0% | |
EPR | Buy | EPR PROPERTIES | $9,271 | -10.7% | 223 | +0.5% | 0.00% | -20.0% |
ERH | Sell | ALLSPRING ADVANTAGEmf closed and mf open | $10,024 | -31.5% | 1,147 | -20.7% | 0.00% | -33.3% |
DOCU | DOCUSIGN INC | $10,038 | -17.8% | 239 | 0.0% | 0.00% | -20.0% | |
DAL | DELTA AIRLINES | $10,027 | -22.2% | 271 | 0.0% | 0.00% | -33.3% | |
PLAY | DAVE & BUSTERS | $10,194 | -16.8% | 275 | 0.0% | 0.00% | -20.0% | |
OSK | OSHKOSH CORP | $10,255 | +10.6% | 107 | 0.0% | 0.00% | 0.0% | |
BDX | Buy | BECTON DICKINSON | $9,825 | +61.8% | 38 | +65.2% | 0.00% | +33.3% |
APD | AIR PRODUCTS | $9,069 | -5.4% | 32 | 0.0% | 0.00% | 0.0% | |
CIGI | COLLIERS INTERNTNL GRO Ffgc | $9,525 | -3.0% | 100 | 0.0% | 0.00% | 0.0% | |
CTSH | COGNIZANT TECH | $9,214 | +3.8% | 136 | 0.0% | 0.00% | 0.0% | |
DGRW | WISDOMTREE TRUSTmf closed and mf open | $9,841 | -4.8% | 155 | 0.0% | 0.00% | -20.0% | |
PSX | Sell | PHILLIPS 66 | $9,011 | +16.6% | 75 | -7.4% | 0.00% | +33.3% |
KRE | SPDR S&Pmf closed and mf open | $8,354 | +2.3% | 200 | 0.0% | 0.00% | 0.0% | |
CPT | CAMDEN PROPERTY | $9,080 | -13.1% | 96 | 0.0% | 0.00% | -20.0% | |
PXD | Buy | PIONEER NATURAL | $9,182 | +786.3% | 40 | +700.0% | 0.00% | – |
CME | Sell | CME GROUP | $10,011 | -5.2% | 50 | -12.3% | 0.00% | -20.0% |
CF | New | CF INDUSTRIES | $9,003 | – | 105 | +100.0% | 0.00% | – |
GENY | PRINCIPAL MILLENNIALmf closed and mf open | $10,060 | -7.1% | 253 | 0.0% | 0.00% | -20.0% | |
PLD | Sell | PROLOGIS INC | $8,416 | -19.3% | 75 | -11.8% | 0.00% | -20.0% |
CLIX | PROSHARES TRmf closed and mf open | $9,867 | +0.3% | 281 | 0.0% | 0.00% | 0.0% | |
IWM | Sell | ISHARES RUSSELLmf closed and mf open | $9,543 | -35.5% | 54 | -31.6% | 0.00% | -33.3% |
VPU | VANGUARD UTILITIESmf closed and mf open | $9,566 | -10.3% | 75 | 0.0% | 0.00% | -20.0% | |
IGF | ISHARES GLOBALmf closed and mf open | $8,414 | -7.8% | 194 | 0.0% | 0.00% | 0.0% | |
ISRG | INTUITIVE SURGICAL | $7,307 | -14.5% | 25 | 0.0% | 0.00% | -25.0% | |
NAT | Buy | NORDIC AMERICAN | $7,828 | +326.6% | 1,900 | +280.0% | 0.00% | +200.0% |
PPA | Sell | INVESCO AEROSPACEmf closed and mf open | $8,015 | -69.5% | 100 | -67.8% | 0.00% | -75.0% |
AMCR | AMCOR PLC | $6,440 | -8.2% | 703 | 0.0% | 0.00% | 0.0% | |
HTZZ | HERTZ GLOBAL | $5,807 | -33.4% | 474 | 0.0% | 0.00% | -25.0% | |
BTI | Buy | BRITISH AMERN | $6,849 | -3.2% | 218 | +2.3% | 0.00% | 0.0% |
SHELL PLC | $6,567 | +6.6% | 102 | 0.0% | 0.00% | 0.0% | ||
WEYS | WEYCO GROUP | $7,656 | -5.0% | 302 | 0.0% | 0.00% | -25.0% | |
CLX | CLOROX COMPANY | $6,194 | -17.3% | 47 | 0.0% | 0.00% | 0.0% | |
JOBY AVIATION | $6,450 | -37.1% | 1,000 | 0.0% | 0.00% | -40.0% | ||
ITA | ISHARES AEROSPACEmf closed and mf open | $6,358 | -9.2% | 60 | 0.0% | 0.00% | 0.0% | |
BLMN | BLOOMIN BRANDS INC | $6,688 | -8.6% | 272 | 0.0% | 0.00% | 0.0% | |
VANGUARD WINDSOR INVESTOR SHARESmfc | $5,875 | -2.6% | 282 | 0.0% | 0.00% | 0.0% | ||
RYU | Buy | INVESCO S&Pmf closed and mf open | $5,934 | -9.0% | 118 | +100.0% | 0.00% | 0.0% |
ABR | Buy | ARBOR REALTY | $6,307 | +4.5% | 415 | +2.0% | 0.00% | 0.0% |
GXF | GLOBAL Xmf closed and mf open | $6,977 | +6.3% | 284 | 0.0% | 0.00% | 0.0% | |
IYE | ISHARES U Smf closed and mf open | $6,593 | +10.7% | 139 | 0.0% | 0.00% | 0.0% | |
ESPO | VANECK VIDEOmf closed and mf open | $7,810 | -7.5% | 151 | 0.0% | 0.00% | -25.0% | |
New | ARTISAN MID CAP ADVISORmfc | $8,069 | – | 248 | +100.0% | 0.00% | – | |
OHI | OMEGA HEALTHCARE | $5,879 | +8.4% | 177 | 0.0% | 0.00% | +50.0% | |
ANNALY CAPITAL | $6,113 | -6.0% | 325 | 0.0% | 0.00% | 0.0% | ||
MLSS | MILESTONE SCIENTIFIC | $7,636 | +5.7% | 8,300 | 0.0% | 0.00% | 0.0% | |
FAT | FAT BRANDS | $6,562 | -4.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
WBA | Buy | WALGREENS BOOTS | $6,707 | -21.2% | 302 | +1.0% | 0.00% | -25.0% |
SYK | STRYKER CORP | $6,285 | -10.4% | 23 | 0.0% | 0.00% | 0.0% | |
HRL | HORMEL FOODS | $6,921 | -5.5% | 182 | 0.0% | 0.00% | 0.0% | |
ESPR | ESPERION THERAPEUTICS | $6,370 | -29.5% | 6,500 | 0.0% | 0.00% | -25.0% | |
CRY | ARTIVION INC | $7,959 | -11.8% | 525 | 0.0% | 0.00% | -25.0% | |
ABNB | Sell | AIRBNB INC | $6,860 | -40.5% | 50 | -44.4% | 0.00% | -40.0% |
CCAP | CRESCENT CAPITAL | $7,695 | +12.9% | 450 | 0.0% | 0.00% | 0.0% | |
EOI | EATON VANCEmf closed and mf open | $7,925 | -3.9% | 500 | 0.0% | 0.00% | -25.0% | |
BKR | BAKER HUGHES | $7,064 | +11.7% | 200 | 0.0% | 0.00% | 0.0% | |
NRZ | RITHM CAPITAL | $5,843 | -0.6% | 629 | 0.0% | 0.00% | 0.0% | |
PRF | Buy | INVESCO FTSEmf closed and mf open | $6,046 | -2.8% | 190 | +400.0% | 0.00% | 0.0% |
QRTEA | QURATE RETAIL | $6,054 | -38.7% | 9,980 | 0.0% | 0.00% | -25.0% | |
AZN | Buy | ASTRAZENECA PLC | $6,829 | -4.7% | 101 | +1.0% | 0.00% | 0.0% |
JPSE | Buy | JPMORGAN DIVERSIFIEDmf closed and mf open | $7,935 | -3.6% | 202 | +0.5% | 0.00% | -25.0% |
QGRO | AMERICAN CENTURYmf closed and mf open | $6,753 | -2.4% | 100 | 0.0% | 0.00% | 0.0% | |
VTRS | Buy | VIATRIS INC | $7,207 | -0.5% | 731 | +0.7% | 0.00% | 0.0% |
KHC | KRAFT HEINZ | $6,728 | -5.2% | 200 | 0.0% | 0.00% | 0.0% | |
ZM | ZOOM VIDEO | $6,714 | +3.0% | 96 | 0.0% | 0.00% | 0.0% | |
XAR | SPDR S&Pmf closed and mf open | $6,166 | -7.7% | 55 | 0.0% | 0.00% | 0.0% | |
CTVA | Sell | CORTEVA INC | $6,433 | -19.4% | 126 | -9.4% | 0.00% | -25.0% |
BXMT | Buy | BLACKSTONE MORTGAGE | $6,726 | +5.5% | 309 | +1.0% | 0.00% | 0.0% |
ULTA | New | ULTA BEAUTY | $7,190 | – | 18 | +100.0% | 0.00% | – |
UHT | UNIVERSAL HEALTH RLTY | $6,225 | -15.1% | 154 | 0.0% | 0.00% | 0.0% | |
IHI | ISHARES U Smf closed and mf open | $7,377 | -14.1% | 152 | 0.0% | 0.00% | -25.0% | |
LEGR | FIRST INDXXmf closed and mf open | $7,491 | -4.0% | 203 | 0.0% | 0.00% | 0.0% | |
LCTU | New | BLACKROCK U Smf closed and mf open | $4,708 | – | 100 | +100.0% | 0.00% | – |
PSTG | PURE STORAGE | $5,343 | -3.3% | 150 | 0.0% | 0.00% | 0.0% | |
MSI | MOTOROLA SOLUTIONS | $4,035 | -6.9% | 15 | 0.0% | 0.00% | 0.0% | |
NVEE | NV5 GLOBAL | $3,849 | -13.1% | 40 | 0.0% | 0.00% | 0.0% | |
VOD | VODAFONE GROUP | $4,740 | +0.3% | 500 | 0.0% | 0.00% | 0.0% | |
MED | MEDIFAST INC | $4,042 | -18.8% | 54 | 0.0% | 0.00% | 0.0% | |
NXTG | FIRST TRUSTmf closed and mf open | $5,090 | -5.5% | 75 | 0.0% | 0.00% | 0.0% | |
MDYG | SPDR SERIESmf closed and mf open | $5,218 | -3.2% | 75 | 0.0% | 0.00% | 0.0% | |
NOK | Buy | NOKIA CORP | $4,234 | +1.8% | 1,132 | +13.2% | 0.00% | 0.0% |
FTSM | FIRST TRUSTmf closed and mf open | $3,922 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
NOC | New | NORTHROP GRUMMAN | $4,402 | – | 10 | +100.0% | 0.00% | – |
RH | RH | $3,965 | -19.8% | 15 | 0.0% | 0.00% | 0.0% | |
SONY | SONY GROUP | $5,769 | -8.5% | 70 | 0.0% | 0.00% | -33.3% | |
VAW | VANGUARD MATERIALSmf closed and mf open | $5,176 | -5.2% | 30 | 0.0% | 0.00% | 0.0% | |
Buy | GE HEALTHCARE | $4,626 | -13.7% | 68 | +3.0% | 0.00% | 0.0% | |
KNOP | KNOT OFFSHORE | $5,464 | +38.3% | 800 | 0.0% | 0.00% | 0.0% | |
SOLID POWER | $5,050 | -20.5% | 2,500 | 0.0% | 0.00% | -33.3% | ||
BME | BLACKROCK HEALTHmf closed and mf open | $3,915 | -3.7% | 100 | 0.0% | 0.00% | 0.0% | |
DRI | DARDEN RESTAURANTS | $5,013 | -14.3% | 35 | 0.0% | 0.00% | -33.3% | |
DTM | New | DT MIDSTREAM INC | $4,922 | – | 93 | +100.0% | 0.00% | – |
VUG | VANGUARD GROWTHmf closed and mf open | $4,141 | -3.6% | 15 | 0.0% | 0.00% | 0.0% | |
LNC | Buy | LINCOLN NATL CORP IN | $5,017 | -2.6% | 203 | +1.5% | 0.00% | 0.0% |
GPN | Sell | GLOBAL PAYMENTS | $4,750 | -11.0% | 41 | -24.1% | 0.00% | 0.0% |
OMCL | OMNICELL INC | $4,504 | -38.9% | 100 | 0.0% | 0.00% | -33.3% | |
ANGL | Buy | VANECK FALLENmf closed and mf open | $3,923 | -1.2% | 145 | +1.4% | 0.00% | 0.0% |
WMB | New | WILLIAMS COS | $5,390 | – | 160 | +100.0% | 0.00% | – |
PNC | Buy | PNC FINL SERVICES | $4,665 | +48.1% | 38 | +52.0% | 0.00% | +100.0% |
PPL | PPL CORP | $4,217 | -11.0% | 179 | 0.0% | 0.00% | 0.0% | |
SLYG | Buy | SPDR SERIESmf closed and mf open | $3,703 | -4.5% | 51 | +2.0% | 0.00% | 0.0% |
LW | LAMB WESTON | $5,640 | -19.6% | 61 | 0.0% | 0.00% | -33.3% | |
LI | LI AUTO | $3,565 | +1.6% | 100 | 0.0% | 0.00% | 0.0% | |
ALTL | Buy | PACER LUNTmf closed and mf open | $4,877 | -8.1% | 142 | +0.7% | 0.00% | 0.0% |
AIG | AMERICAN INTL | $4,545 | +5.3% | 75 | 0.0% | 0.00% | 0.0% | |
RIVIAN AUTOMOTIVE INC CLASS A | $5,098 | +45.7% | 210 | 0.0% | 0.00% | 0.0% | ||
KTOS | KRATOS DEFENSE | $4,506 | +4.7% | 300 | 0.0% | 0.00% | 0.0% | |
KMI | KINDER MORGAN | $4,626 | -3.7% | 279 | 0.0% | 0.00% | 0.0% | |
BLK | BLACKROCK INC | $4,232 | -6.5% | 7 | 0.0% | 0.00% | 0.0% | |
ADI | Buy | ANALOG DEVICES | $5,603 | +259.6% | 32 | +300.0% | 0.00% | +100.0% |
IYR | ISHARES U Smf closed and mf open | $5,470 | -9.7% | 70 | 0.0% | 0.00% | -33.3% | |
New | KENVUE INC | $5,020 | – | 250 | +100.0% | 0.00% | – | |
COF | CAPITAL ONE | $4,853 | -11.3% | 50 | 0.0% | 0.00% | 0.0% | |
VCLT | VANGUARD LONGmf closed and mf open | $4,297 | -8.7% | 60 | 0.0% | 0.00% | 0.0% | |
PDI | PIMCO DYNAMICmf closed and mf open | $3,573 | -7.7% | 207 | 0.0% | 0.00% | 0.0% | |
UPS | Sell | UNITED PARCEL | $4,364 | -91.2% | 28 | -89.9% | 0.00% | -90.9% |
JBLU | JETBLUE AIRWAYS | $4,600 | -48.1% | 1,000 | 0.0% | 0.00% | -50.0% | |
JANUS HENDERSON ENTERPRISE Imfa | $3,469 | -4.4% | 27 | 0.0% | 0.00% | 0.0% | ||
GWX | SPDR S&Pmf closed and mf open | $3,643 | -4.5% | 125 | 0.0% | 0.00% | 0.0% | |
UL | New | UNILEVER PLC | $3,853 | – | 78 | +100.0% | 0.00% | – |
PORTILLO'S INC | $3,694 | -31.7% | 240 | 0.0% | 0.00% | 0.0% | ||
EFV | ISHARES MSCImf closed and mf open | $4,061 | -0.0% | 83 | 0.0% | 0.00% | 0.0% | |
AI | New | C3 AI | $4,211 | – | 165 | +100.0% | 0.00% | – |
USXF | New | ISHARES ESGmf closed and mf open | $4,575 | – | 132 | +100.0% | 0.00% | – |
BSX | BOSTON SCIENTIFIC | $5,280 | -2.4% | 100 | 0.0% | 0.00% | 0.0% | |
SBR | New | SABINE ROYALTY | $4,943 | – | 75 | +100.0% | 0.00% | – |
EWN | ISHARES MSCImf closed and mf open | $5,666 | -12.1% | 149 | 0.0% | 0.00% | -33.3% | |
TTWO | TAKE-TWO INTERACTIVE | $5,616 | -4.6% | 40 | 0.0% | 0.00% | -33.3% | |
SSSS | SURO CAPITAL | $3,931 | +13.3% | 1,086 | 0.0% | 0.00% | 0.0% | |
SNY | New | SANOFI | $3,969 | – | 74 | +100.0% | 0.00% | – |
RTM | Buy | INVESCO EXCHANGEmf closed and mf open | $5,739 | -4.4% | 185 | +400.0% | 0.00% | -33.3% |
BLOK | AMPLIFY TRNSFRMTNL DATA SHRNG ETFuie | $4,405 | -12.4% | 221 | 0.0% | 0.00% | 0.0% | |
SUPN | SUPERNUS PHARMACEUTICALS | $5,238 | -8.3% | 190 | 0.0% | 0.00% | -33.3% | |
FXF | INVESCO CURRENCYSHARES | $1,944 | -2.3% | 20 | 0.0% | 0.00% | 0.0% | |
AGNC | AGNC INVESTMENT | $1,888 | -6.8% | 200 | 0.0% | 0.00% | 0.0% | |
ARKX | ARK SPACEmf closed and mf open | $2,756 | -9.3% | 200 | 0.0% | 0.00% | 0.0% | |
ALK | ALASKA AIR | $2,410 | -30.3% | 65 | 0.0% | 0.00% | -50.0% | |
ALDX | ALDEYRA THERAPEUTICS | $3,340 | -20.4% | 500 | 0.0% | 0.00% | -50.0% | |
Sell | APPLIED UV | $1,934 | -91.3% | 6,000 | -74.9% | 0.00% | -90.0% | |
ACRE | Buy | ARES COMMERCIAL | $1,478 | -5.1% | 155 | +0.6% | 0.00% | 0.0% |
ADP | AUTOMATIC DATA | $1,443 | +9.4% | 6 | 0.0% | 0.00% | 0.0% | |
BPT | BP PRUDHOE | $1,430 | +56.8% | 200 | 0.0% | 0.00% | – | |
BK | New | BANK NEW YORK | $2,346 | – | 55 | +100.0% | 0.00% | – |
BLACKROCK ADVANTAGE SMALL CAP GR INSTLmfa | $1,899 | -6.4% | 115 | 0.0% | 0.00% | 0.0% | ||
IGR | CBRE GLOBALmf closed and mf open | $2,700 | -14.0% | 600 | 0.0% | 0.00% | 0.0% | |
ELY | New | TOPGOLF CALLAWAY | $3,460 | – | 250 | +100.0% | 0.00% | – |
Buy | CAVA GROUP | $2,298 | +12.2% | 75 | +50.0% | 0.00% | 0.0% | |
COMP | COMPASS INC | $1,218 | -17.1% | 420 | 0.0% | 0.00% | 0.0% | |
CAG | CONAGRA BRANDS | $2,742 | -18.7% | 100 | 0.0% | 0.00% | 0.0% | |
STZ | New | CONSTELLATION BRANDS | $2,262 | – | 9 | +100.0% | 0.00% | – |
CEQP | CRESTWOOD EQUITY | $2,925 | +10.5% | 100 | 0.0% | 0.00% | 0.0% | |
DAN | Buy | DANA INC | $3,070 | -13.2% | 209 | +0.5% | 0.00% | -50.0% |
Buy | DERMTECH INC | $1,721 | -37.3% | 1,195 | +13.3% | 0.00% | 0.0% | |
DIGITAL WORLD | $1,642 | +30.7% | 100 | 0.0% | 0.00% | 0.0% | ||
D | Sell | DOMINION ENERGY INC | $3,261 | -81.8% | 73 | -78.9% | 0.00% | -87.5% |
MJ | ETFMG ALTERNATIVEmf closed and mf open | $3,030 | +22.1% | 830 | 0.0% | 0.00% | 0.0% | |
EBAY | New | EBAY INC | $3,219 | – | 73 | +100.0% | 0.00% | – |
EVGO | EVGO INC | $1,859 | -15.5% | 550 | 0.0% | 0.00% | 0.0% | |
EXAS | EXACT SCIENCES | $3,411 | -27.3% | 50 | 0.0% | 0.00% | -50.0% | |
EXPE | Buy | EXPEDIA GROUP INC. | $3,401 | +3.6% | 33 | +10.0% | 0.00% | 0.0% |
RNSC | FIRST TRUSTmf closed and mf open | $2,554 | -5.2% | 100 | 0.0% | 0.00% | 0.0% | |
FLGT | FULGENT GENETICS | $2,674 | -27.8% | 100 | 0.0% | 0.00% | -50.0% | |
LIT | GLOBAL Xmf closed and mf open | $2,869 | -15.1% | 52 | 0.0% | 0.00% | 0.0% | |
HWC | HANCOCK WHITNEY | $1,363 | -2.9% | 37 | 0.0% | 0.00% | 0.0% | |
JHI | HANCOCK JOHNmf closed and mf open | $1,580 | -3.8% | 130 | 0.0% | 0.00% | 0.0% | |
IQIN | IQ 500 INTERNATIONAL ETFuie | $3,054 | -2.4% | 100 | 0.0% | 0.00% | 0.0% | |
PRFZ | Buy | INVESCO FTSEmf closed and mf open | $2,969 | -4.0% | 90 | +400.0% | 0.00% | 0.0% |
EQAL | INVESCO RUSSELLmf closed and mf open | $2,393 | -4.7% | 60 | 0.0% | 0.00% | 0.0% | |
XSLV | INVESCO S&Pmf closed and mf open | $2,840 | -1.0% | 72 | 0.0% | 0.00% | 0.0% | |
AFL | AFLAC INC | $1,459 | +9.9% | 19 | 0.0% | 0.00% | 0.0% | |
DBP | INVESCO DB | $3,324 | -3.8% | 70 | 0.0% | 0.00% | -50.0% | |
EWC | ISHARES MSCImf closed and mf open | $3,011 | -4.4% | 90 | 0.0% | 0.00% | 0.0% | |
EPP | ISHARES MSCImf closed and mf open | $2,029 | -5.8% | 51 | 0.0% | 0.00% | 0.0% | |
EWG | ISHARES MSCImf closed and mf open | $1,284 | -8.3% | 49 | 0.0% | 0.00% | 0.0% | |
IBB | ISHARES BIOTECHNOLOGYmf closed and mf open | $1,467 | -3.7% | 12 | 0.0% | 0.00% | 0.0% | |
IWO | ISHARES RUSSELLmf closed and mf open | $1,569 | -7.7% | 7 | 0.0% | 0.00% | 0.0% | |
USRT | ISHARES COREmf closed and mf open | $1,463 | -8.2% | 31 | 0.0% | 0.00% | 0.0% | |
REZ | ISHARES RESIDENTIALmf closed and mf open | $1,583 | -10.0% | 24 | 0.0% | 0.00% | 0.0% | |
MBB | ISHARES MBSmf closed and mf open | $1,687 | -4.8% | 19 | 0.0% | 0.00% | 0.0% | |
ESGE | New | ISHARES ESGmf closed and mf open | $2,422 | – | 80 | +100.0% | 0.00% | – |
ESGU | New | ISHARES ESGmf closed and mf open | $3,005 | – | 32 | +100.0% | 0.00% | – |
ESGD | New | ISHARES ESGmf closed and mf open | $2,765 | – | 40 | +100.0% | 0.00% | – |
ESML | New | ISHARES ESGmf closed and mf open | $3,029 | – | 90 | +100.0% | 0.00% | – |
USHY | New | ISHARES BROADmf closed and mf open | $2,985 | – | 86 | +100.0% | 0.00% | – |
DMXF | New | ISHARES ESGmf closed and mf open | $2,855 | – | 50 | +100.0% | 0.00% | – |
JANUS HENDERSON BALANCED Tmfa | $2,083 | -3.8% | 54 | 0.0% | 0.00% | 0.0% | ||
JHANCOCK INTERNATIONAL GROWTH Imfc | $3,340 | -4.6% | 143 | 0.0% | 0.00% | -50.0% | ||
KYNDRYL HOLDINGS | $1,615 | +13.6% | 107 | 0.0% | 0.00% | 0.0% | ||
LTHM | LIVENT CORP | $2,762 | -32.9% | 150 | 0.0% | 0.00% | -50.0% | |
MCK | New | MCKESSON CORP | $3,044 | – | 7 | +100.0% | 0.00% | – |
MPW | Buy | MEDICAL PROPERTIES | $2,264 | -39.4% | 415 | +2.7% | 0.00% | -50.0% |
MOS | MOSAIC COMPANY | $1,174 | +2.3% | 33 | 0.0% | 0.00% | 0.0% | |
NGG | NATIONAL GRID | $2,728 | -10.0% | 45 | 0.0% | 0.00% | 0.0% | |
NS | NUSTAR ENERGYoil & gas, real estate and reit | $1,308 | +1.7% | 75 | 0.0% | 0.00% | 0.0% | |
OGE | New | OGE ENERGY CORP | $3,333 | – | 100 | +100.0% | 0.00% | – |
OXYWS | OCCIDENTAL PETErights and bearer warrants; warrants (except bearer) | $2,682 | +15.9% | 62 | 0.0% | 0.00% | 0.0% | |
OMC | Buy | OMNICOM GROUP | $1,638 | +1624.2% | 22 | +2100.0% | 0.00% | – |
New | PSQ HOLDINGS | $1,816 | – | 200 | +100.0% | 0.00% | – | |
PLTR | PALANTIR TECHNOLOGIES | $3,200 | +4.4% | 200 | 0.0% | 0.00% | 0.0% | |
PREDICTIVE ONCOLOGY | $1,277 | -34.1% | 399 | 0.0% | 0.00% | 0.0% | ||
PRLB | PROTO LABS | $1,320 | -24.5% | 50 | 0.0% | 0.00% | 0.0% | |
QS | QUANTUMSCAPE CORP | $2,408 | -16.3% | 360 | 0.0% | 0.00% | 0.0% | |
RKT | New | ROCKET COS | $1,636 | – | 200 | +100.0% | 0.00% | – |
SILK | SILK ROAD | $2,923 | -53.9% | 195 | 0.0% | 0.00% | -66.7% | |
SKYT | SKYWATER TECHNOLOGY | $1,324 | -36.1% | 220 | 0.0% | 0.00% | 0.0% | |
SONO | SONOS INC | $3,228 | -20.9% | 250 | 0.0% | 0.00% | -50.0% | |
STEM | STEM INC | $1,272 | -25.9% | 300 | 0.0% | 0.00% | 0.0% | |
SFIX | STITCH FIX INC CLASS A | $3,450 | -10.4% | 1,000 | 0.0% | 0.00% | -50.0% | |
SMCI | New | SUPER MICRO | $2,742 | – | 10 | +100.0% | 0.00% | – |
X | UNITED STS STEEL CRP NEW | $3,248 | +29.9% | 100 | 0.0% | 0.00% | 0.0% | |
BLV | New | VANGUARD LONGmf closed and mf open | $2,012 | – | 30 | +100.0% | 0.00% | – |
BSV | Sell | VANGUARD SHORTmf closed and mf open | $3,307 | -27.1% | 44 | -26.7% | 0.00% | -50.0% |
VEU | VANGUARD FTSE ALL WORLD EX US ETFuie | $1,297 | -4.6% | 25 | 0.0% | 0.00% | 0.0% | |
VCSH | Buy | VANGUARD SHORTmf closed and mf open | $3,006 | +183.9% | 40 | +185.7% | 0.00% | – |
EPS | WISDOMTREE U Smf closed and mf open | $1,327 | -2.1% | 29 | 0.0% | 0.00% | 0.0% | |
New | WISDOMTREE TRmf closed and mf open | $2,787 | – | 160 | +100.0% | 0.00% | – | |
Z | ZILLOW GROUP | $1,846 | -8.2% | 40 | 0.0% | 0.00% | 0.0% | |
LBTYA | LIBERTY GLOBAL | $1,712 | +1.5% | 100 | 0.0% | 0.00% | 0.0% | |
LINDE PLC | $1,489 | -2.3% | 4 | 0.0% | 0.00% | 0.0% | ||
NXPI | NXP SEMICONDUCTORS | $2,199 | -2.3% | 11 | 0.0% | 0.00% | 0.0% | |
DHT | New | DHT HOLDINGS | $1,545 | – | 150 | +100.0% | 0.00% | – |
TLRY | TILRAY BRANDS | $79 | +54.9% | 33 | 0.0% | 0.00% | – | |
RLI | RLI CORP | $136 | 0.0% | 1 | 0.0% | 0.00% | – | |
PGIM JENNISON INTERNATIONAL OPPS Zmfa | $306 | -11.3% | 12 | 0.0% | 0.00% | – | ||
TNL | Buy | TRAVEL LEISURE | $646 | -7.8% | 18 | +5.9% | 0.00% | – |
TRIP | TRIPADVISOR INC | $829 | +0.5% | 50 | 0.0% | 0.00% | – | |
PSEC | Sell | PROSPECT CAPITALmf closed and mf open | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
SQFT | PRESIDIO PROPERTY | $251 | -11.9% | 315 | 0.0% | 0.00% | – | |
PRESIDIO PROPERTYrights and bearer warrants; warrants (except bearer) | $11 | -21.4% | 315 | 0.0% | 0.00% | – | ||
POST | POST HOLDINGS | $86 | -1.1% | 1 | 0.0% | 0.00% | – | |
POLESTAR AUTOMOTIVE | $264 | -30.9% | 100 | 0.0% | 0.00% | – | ||
PII | POLARIS INC | $417 | -13.8% | 4 | 0.0% | 0.00% | – | |
PLBY | PLBY GROUP | $5 | -50.0% | 6 | 0.0% | 0.00% | – | |
PNW | PINNACLE WEST | $74 | -8.6% | 1 | 0.0% | 0.00% | – | |
Exit | MULLEN AUTOMOTIVE INC | $0 | – | -17 | -100.0% | 0.00% | – | |
MINT | PIMCO EHNANCEDmf closed and mf open | $401 | +0.5% | 4 | 0.0% | 0.00% | – | |
BOND | PIMCO ACTIVEmf closed and mf open | $703 | -4.1% | 8 | 0.0% | 0.00% | – | |
PAYX | PAYCHEX INC | $1,153 | +3.0% | 10 | 0.0% | 0.00% | – | |
VFC | V F CORP | $530 | -7.5% | 30 | 0.0% | 0.00% | – | |
PH | PARKER-HANNIFIN CORP | $390 | 0.0% | 1 | 0.0% | 0.00% | – | |
PJT | PJT PARTNERS | $159 | +14.4% | 2 | 0.0% | 0.00% | – | |
OTIS | OTIS WORLDWIDE | $161 | -9.6% | 2 | 0.0% | 0.00% | – | |
OGN | Sell | ORGANON & CO | $646 | -37.5% | 37 | -26.0% | 0.00% | – |
OPEN | New | OPENDOOR TECHNOLOGIES | $528 | – | 200 | +100.0% | 0.00% | – |
ONB | New | OLD NATIONAL | $407 | – | 28 | +100.0% | 0.00% | – |
OCGN | OCUGEN INC | $0 | -100.0% | 1 | 0.0% | 0.00% | – | |
RTH | Sell | VANECK RETAILmf closed and mf open | $671 | -45.1% | 4 | -42.9% | 0.00% | -100.0% |
NLOK | GEN DIGITAL | $404 | -4.0% | 23 | 0.0% | 0.00% | – | |
NWN | NORTHWEST NATURAL | $1,030 | -11.4% | 27 | 0.0% | 0.00% | -100.0% | |
NAK | NORTHERN DYN MINERL Ffgc | $748 | +35.5% | 2,300 | 0.0% | 0.00% | – | |
NSC | NORFOLK SOUTHERN | $985 | -13.1% | 5 | 0.0% | 0.00% | – | |
NKLA | NIKOLA CORP | $28 | +12.0% | 18 | 0.0% | 0.00% | – | |
New | MFS TOTAL RETURN Amfa | $14 | – | 1 | +100.0% | 0.00% | – | |
USDP | Exit | USD PARTNERS | $0 | – | -175 | -100.0% | 0.00% | – |
SPIP | Exit | SPDR TIPSmf closed and mf open | $0 | – | 0 | +100.0% | 0.00% | – |
STLA | Exit | STELLANTIS NV | $0 | – | -3 | -100.0% | 0.00% | – |
Exit | PGIM TOTAL RETURN BOND R6mfb | $0 | – | -48 | -100.0% | 0.00% | – | |
LAZR | Exit | LUMINAR TECHNOLOGIES | $0 | – | -80 | -100.0% | 0.00% | – |
SEE | Exit | SEALED AIR | $0 | – | -24 | -100.0% | 0.00% | – |
AMC | Exit | AMC ENTERTAINMENT | $0 | – | -47 | -100.0% | 0.00% | – |
Exit | AMERICAN FUNDS SMALLCAP WORLD Ampl | $0 | – | -14 | -100.0% | 0.00% | – | |
Exit | NEPTUNE WELLNESS | $0 | – | -5 | -100.0% | 0.00% | – | |
Exit | JHANCOCK SMALL CAP CORE Amfa | $0 | – | -58 | -100.0% | 0.00% | – | |
Exit | INVESCO DEVELOPING MARKETS R6mfc | $0 | – | -23 | -100.0% | 0.00% | – | |
PBI | Exit | PITNEY BOWES | $0 | – | 0 | +100.0% | 0.00% | – |
SYNH | Exit | SYNEOS HEALTH | $0 | – | -1 | -100.0% | 0.00% | – |
FITB | Exit | FIFTH THIRD | $0 | – | -38 | -100.0% | 0.00% | – |
Exit | CXAPP INC | $0 | – | -28 | -100.0% | 0.00% | – | |
INFI | Exit | INFINITY PHARMACEUTICALS | $0 | – | -3,500 | -100.0% | 0.00% | – |
PNNX | Exit | PINNACLE FOODS INC | $0 | – | -1,859 | -100.0% | 0.00% | – |
GTO | Exit | INVESCO TOTAL RETURN BOND ETFuie | $0 | – | -15 | -100.0% | 0.00% | – |
Exit | RBB USmf closed and mf open | $0 | – | 0 | +100.0% | 0.00% | – | |
Exit | PGIM SHORT-TERM CORPORATE BOND R6mfb | $0 | – | -77 | -100.0% | 0.00% | – | |
FREY | Exit | FREYR BATTERY | $0 | – | 0 | +100.0% | 0.00% | – |
Exit | 9 METERS | $0 | – | -300 | -100.0% | 0.00% | – | |
TJX | TJX COS | $178 | +4.7% | 2 | 0.0% | 0.00% | – | |
SYY | SYSCO CORP | $727 | -10.9% | 11 | 0.0% | 0.00% | – | |
SUI | SUN COMMUNITIES | $118 | -9.2% | 1 | 0.0% | 0.00% | – | |
New | SOUNDHOUND AI | $1,005 | – | 500 | +100.0% | 0.00% | – | |
SNAP | SNAP INC | $891 | -24.7% | 100 | 0.0% | 0.00% | -100.0% | |
SJT | Sell | SAN JUAN | $1,040 | -73.6% | 150 | -71.7% | 0.00% | -100.0% |
HAIL | SPDR S&Pmf closed and mf open | $988 | -7.7% | 32 | 0.0% | 0.00% | – | |
SPTL | Sell | SPDR PORTFOLIOmf closed and mf open | $654 | -99.0% | 25 | -98.9% | 0.00% | -100.0% |
RUMBLE INC | $408 | -42.9% | 80 | 0.0% | 0.00% | – | ||
DDD | 3D SYSTEMS | $491 | -50.6% | 100 | 0.0% | 0.00% | – | |
T. ROWE PRICE GLOBAL STOCKmfa | $168 | -4.5% | 3 | 0.0% | 0.00% | – | ||
T. ROWE PRICE BLUE CHIP GROWTHmfa | $398 | -2.9% | 3 | 0.0% | 0.00% | – | ||
LUMN | LUMEN TECHNOLOGIES | $279 | -37.3% | 197 | 0.0% | 0.00% | – | |
LULU | LULULEMON ATHLETICA | $771 | +1.8% | 2 | 0.0% | 0.00% | – | |
VEA | VANGUARD FTSEmf closed and mf open | $262 | -5.4% | 6 | 0.0% | 0.00% | – | |
LUCID GROUP | $727 | -18.9% | 130 | 0.0% | 0.00% | – | ||
LSTR | LANDSTAR SYSTEM | $177 | -8.3% | 1 | 0.0% | 0.00% | – | |
VNQI | VANGUARD GLOBALmf closed and mf open | $78 | -2.5% | 2 | 0.0% | 0.00% | – | |
LHX | L3HARRIS TECHNOLOGIES | $871 | -11.0% | 5 | 0.0% | 0.00% | – | |
VWO | Sell | VANGUARD FSTEmf closed and mf open | $863 | -85.1% | 22 | -84.5% | 0.00% | -100.0% |
VPL | VANGUARD FTSEmf closed and mf open | $468 | -4.1% | 7 | 0.0% | 0.00% | – | |
KTB | KONTOOR BRANDS | $88 | +4.8% | 2 | 0.0% | 0.00% | – | |
KEYS | KEYSIGHT TECHNOLOGIES | $132 | -21.0% | 1 | 0.0% | 0.00% | – | |
IHAK | ISHARES CYBERSECURITYmf closed and mf open | $1,004 | +1.8% | 26 | 0.0% | 0.00% | – | |
IEI | ISHARES 3-7YRmf closed and mf open | $792 | -1.9% | 7 | 0.0% | 0.00% | – | |
HYG | ISHARES IBOXXmf closed and mf open | $74 | -1.3% | 1 | 0.0% | 0.00% | – | |
EMB | ISHARES JPMORGANmf closed and mf open | $330 | -4.6% | 4 | 0.0% | 0.00% | – | |
LQD | ISHARES IBOXXmf closed and mf open | $1,020 | -5.6% | 10 | 0.0% | 0.00% | – | |
PCY | INVESCO EMERGINGmf closed and mf open | $420 | -6.2% | 23 | 0.0% | 0.00% | – | |
VXRT | VAXART INC | $151 | +3.4% | 200 | 0.0% | 0.00% | – | |
PHB | INVESCO FUNDAMENTALmf closed and mf open | $154 | -1.9% | 9 | 0.0% | 0.00% | – | |
VELO3D INC | $133 | -27.7% | 85 | 0.0% | 0.00% | – | ||
PGX | INVESCO PFDmf closed and mf open | $668 | -3.7% | 61 | 0.0% | 0.00% | – | |
PID | INVESCO INTLmf closed and mf open | $735 | -7.4% | 44 | 0.0% | 0.00% | – | |
IFF | INTL FLAVOR & FRAGRANCE | $68 | -15.0% | 1 | 0.0% | 0.00% | – | |
INPIXON | $9 | -40.0% | 81 | 0.0% | 0.00% | – | ||
IBRX | IMMUNITYBIO INC | $592 | -39.2% | 350 | 0.0% | 0.00% | – | |
HAS | HASBRO INC | $661 | +2.0% | 10 | 0.0% | 0.00% | – | |
GWRE | GUIDEWIRE SOFTWARE | $90 | +18.4% | 1 | 0.0% | 0.00% | – | |
GDRX | GOODRX HOLDINGS | $563 | +2.0% | 100 | 0.0% | 0.00% | – | |
GMRE | GLOBAL MEDICAL | $897 | -1.8% | 100 | 0.0% | 0.00% | – | |
GNRC | New | GENERAC HOLDINGS INC | $545 | – | 5 | +100.0% | 0.00% | – |
GME | GAMESTOP CORP | $329 | -32.2% | 20 | 0.0% | 0.00% | – | |
FYBR | FRONTIER COMMUNICATIONS | $1,096 | -16.0% | 70 | 0.0% | 0.00% | -100.0% | |
FRESH VINE | $137 | +82.7% | 330 | 0.0% | 0.00% | – | ||
VERASTEM INC | $220 | +9.5% | 27 | 0.0% | 0.00% | – | ||
FLQM | FRANKLIN USmf closed and mf open | $996 | -3.7% | 23 | 0.0% | 0.00% | – | |
FIXD | FIRST TRUST TCW OPPORTUNISTIC FI ETFuie | $841 | -4.8% | 20 | 0.0% | 0.00% | – | |
LMBS | FIRST TRUSTmf closed and mf open | $1,134 | -0.9% | 24 | 0.0% | 0.00% | -100.0% | |
HYLS | FIRST TRUSTmf closed and mf open | $118 | -0.8% | 3 | 0.0% | 0.00% | – | |
SPCE | VIRGIN GALACTIC | $360 | -53.6% | 200 | 0.0% | 0.00% | – | |
FDN | FIRST TRUSTmf closed and mf open | $319 | -2.1% | 2 | 0.0% | 0.00% | – | |
FIDELITY 500 INDEXmfc | $170 | -3.4% | 1 | 0.0% | 0.00% | – | ||
FDS | FACTSET RESEARCH | $875 | +9.2% | 2 | 0.0% | 0.00% | – | |
VOYA STRATEGIC INCOME OPPORTUNITIES Imff | $1,046 | -0.7% | 118 | 0.0% | 0.00% | – | ||
EXC | EXELON CORP | $1,058 | -7.3% | 28 | 0.0% | 0.00% | -100.0% | |
WPP | New | WPP PLC | $758 | – | 17 | +100.0% | 0.00% | – |
WEC | WEC ENERGY | $644 | -8.8% | 8 | 0.0% | 0.00% | – | |
WAB | WABTEC | $319 | -3.0% | 3 | 0.0% | 0.00% | – | |
EVBG | EVERBRIDGE INC | $22 | -18.5% | 1 | 0.0% | 0.00% | – | |
EVR | EVERCORE INC | $138 | +11.3% | 1 | 0.0% | 0.00% | – | |
ETRN | EQUITRANS MIDSTREAM | $937 | -2.0% | 100 | 0.0% | 0.00% | – | |
ELAN | ELANCO ANIMAL HEALTH INC | $135 | +11.6% | 12 | 0.0% | 0.00% | – | |
EXP | EAGLE MATERIALS | $167 | -10.2% | 1 | 0.0% | 0.00% | – | |
WBS | WEBSTER FINANCIAL | $81 | +6.6% | 2 | 0.0% | 0.00% | – | |
DD | New | DUPONT DE | $448 | – | 6 | +100.0% | 0.00% | – |
DCI | DONALDSON CO | $119 | -4.8% | 2 | 0.0% | 0.00% | – | |
DHR | DANAHER CORP | $248 | +3.3% | 1 | 0.0% | 0.00% | – | |
Buy | CXAPP INC CLASS A | $63 | -17.1% | 35 | +400.0% | 0.00% | – | |
CFR | CULLEN FROST | $91 | -15.7% | 1 | 0.0% | 0.00% | – | |
CRON | CRONOS GROUP | $400 | +1.5% | 200 | 0.0% | 0.00% | – | |
DIAL | COLUMBIA DIVERSIFIEDmf closed and mf open | $707 | -4.5% | 42 | 0.0% | 0.00% | – | |
CL | COLGATE-PALMOLIVE | $498 | -7.6% | 7 | 0.0% | 0.00% | – | |
CCOI | COGENT COMMUNICATIONS | $62 | -7.5% | 1 | 0.0% | 0.00% | – | |
CLOV | CLOVER HEALTH | $432 | +20.3% | 400 | 0.0% | 0.00% | – | |
CIM | CHIMERA INVT | $1,092 | -5.4% | 200 | 0.0% | 0.00% | -100.0% | |
DLS | WISDOMTREE INTLmf closed and mf open | $862 | -3.4% | 15 | 0.0% | 0.00% | – | |
CHWY | CHEWY INC CLASS A | $1,096 | -53.7% | 60 | 0.0% | 0.00% | -100.0% | |
CC | New | CHEMOURS COMPANY | $56 | – | 2 | +100.0% | 0.00% | – |
CARR | CARRIER GLOBAL | $331 | +10.7% | 6 | 0.0% | 0.00% | – | |
CGC | Sell | CANOPY GROWTH | $109 | +47.3% | 140 | -26.3% | 0.00% | – |
WKHS | WORKHORSE GROUP INC | $127 | -52.6% | 307 | 0.0% | 0.00% | – | |
WH | WYNDHAM HOTELS | $1,076 | +1.4% | 15 | 0.0% | 0.00% | – | |
CANADIAN PACIFIC | $149 | -8.0% | 2 | 0.0% | 0.00% | – | ||
XFLT | XAI OCTAGONmf closed and mf open | $114 | +8.6% | 16 | 0.0% | 0.00% | – | |
ZIOP | ALAUNOS THERAPEUTICS | $132 | -74.1% | 1,000 | 0.0% | 0.00% | – | |
ZTS | ZOETIS INC CLASS A | $348 | +1.2% | 2 | 0.0% | 0.00% | – | |
CMS | CMS ENERGY | $53 | -10.2% | 1 | 0.0% | 0.00% | – | |
CBOE | CBOE GLOBAL | $156 | +13.0% | 1 | 0.0% | 0.00% | – | |
BFLY | BUTTERFLY NETWORK | $590 | -48.7% | 500 | 0.0% | 0.00% | -100.0% | |
RA | Sell | BROOKFIELD REALmf closed and mf open | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
BETTER THERAPEUTICS | $24 | -65.7% | 65 | 0.0% | 0.00% | – | ||
JAZZ | JAZZ PHARMACEUTICALS | $129 | +4.0% | 1 | 0.0% | 0.00% | – | |
BELLRING BRANDS | $41 | +10.8% | 1 | 0.0% | 0.00% | – | ||
BODY | BEACHBODY CO | $89 | -29.4% | 300 | 0.0% | 0.00% | – | |
BKU | BANKUNITED INC | $45 | +4.7% | 2 | 0.0% | 0.00% | – | |
OZK | BANK OZK | $111 | -7.5% | 3 | 0.0% | 0.00% | – | |
AVTR | AVANTOR INC | $1,054 | +2.6% | 50 | 0.0% | 0.00% | – | |
AVNS | New | AVANOS MEDICAL | $40 | – | 2 | +100.0% | 0.00% | – |
RENEW ENERGYrights and bearer warrants; warrants (except bearer) | $500 | -6.4% | 667 | 0.0% | 0.00% | – | ||
ACB | AURORA CANNABIS | $246 | +8.8% | 419 | 0.0% | 0.00% | – | |
LILA | LIBERTY LATIN | $41 | -6.8% | 5 | 0.0% | 0.00% | – | |
AMERICAN CENTURY FOCUSED DYNAMIC GR INVmfa | $540 | -3.7% | 12 | 0.0% | 0.00% | – | ||
CB | CHUBB LTD | $1,041 | +8.1% | 5 | 0.0% | 0.00% | – | |
New | FRONTLINE PLC | $56 | – | 3 | +100.0% | 0.00% | – | |
ADC | AGREE REALTY | $55 | -15.4% | 1 | 0.0% | 0.00% | – | |
ATVI | ACTIVISION BLIZZARD | $936 | +11.0% | 10 | 0.0% | 0.00% | – | |
New | AMC ENTERTAINMENT | $152 | – | 19 | +100.0% | 0.00% | – | |
INVESCO DEVELOPING MARKETS Ymfa | $929 | -6.3% | 26 | 0.0% | 0.00% | – | ||
UBS | Exit | UBS GROUP | $0 | – | -11 | -100.0% | 0.00% | – |
Exit | EMBECTA CORP | $0 | – | -4 | -100.0% | 0.00% | – | |
WDIV | Exit | SPDR INDEXmf closed and mf open | $0 | – | 0 | +100.0% | 0.00% | – |
AFIN | Exit | NECESSITY RETAIL | $0 | – | -400 | -100.0% | -0.00% | – |
Exit | AMERICAN FUNDS INVMT CO OF AMER Ampl | $0 | – | -48 | -100.0% | -0.00% | – | |
PSA | Exit | PUBLIC STORAGE | $0 | – | -4 | -100.0% | -0.00% | – |
LZ | Exit | LEGALZOOM COM | $0 | – | -200 | -100.0% | -0.00% | – |
AOR | Exit | ISHRS CORE GRW ALLOuie | $0 | – | -27 | -100.0% | -0.00% | – |
CHRW | Exit | C H ROBINSON | $0 | – | -14 | -100.0% | -0.00% | – |
NRG | Exit | NRG ENERGY | $0 | – | -38 | -100.0% | -0.00% | – |
Exit | INVESCO GLOBAL OPPORTUNITIES Ymfa | $0 | – | -27 | -100.0% | -0.00% | – | |
DLTR | Exit | DOLLAR TREE | $0 | – | -8 | -100.0% | -0.00% | – |
Exit | FRANKLIN DYNATECH R6mfc | $0 | – | -19 | -100.0% | -0.00% | – | |
Exit | PGIM JENNISON GLOBAL OPPORTUNITIES Zmfa | $0 | – | -38 | -100.0% | -0.00% | – | |
RODM | Exit | HARTFORD MLTFCTR DVLPD MRKTS ETFuie | $0 | – | -71 | -100.0% | -0.00% | – |
EOG | Exit | EOG RESOURCES | $0 | – | -11 | -100.0% | -0.00% | – |
CNP | Exit | CENTERPOINT ENERGY | $0 | – | -40 | -100.0% | -0.00% | – |
UNP | Exit | UNION PACIFIC CORP | $0 | – | -8 | -100.0% | -0.00% | – |
TPVG | Exit | TRIPLEPOINT VENTUREmf closed and mf open | $0 | – | -475 | -100.0% | -0.00% | – |
BWXT | Exit | BWX TECHNOLOGIES | $0 | – | -65 | -100.0% | -0.00% | – |
ENTG | Exit | ENTEGRIS INC | $0 | – | -63 | -100.0% | -0.00% | – |
AXON | Exit | AXON ENTERPRISE | $0 | – | -40 | -100.0% | -0.00% | – |
TER | Exit | TERADYNE INC | $0 | – | -78 | -100.0% | -0.00% | – |
PUK | Exit | PRUDENTIAL PLC | $0 | – | -300 | -100.0% | -0.00% | – |
VTWO | Exit | VANGUARD RUSSELLmf closed and mf open | $0 | – | -110 | -100.0% | -0.00% | – |
FV | Exit | FIRST DORSEY WRIGHT FOCUS 5 ETF IVuie | $0 | – | -178 | -100.0% | -0.00% | – |
BNDX | Exit | VANGUARD TOTALmf closed and mf open | $0 | – | -219 | -100.0% | -0.01% | – |
W | Exit | WAYFAIR INC | $0 | – | -200 | -100.0% | -0.01% | – |
KKR | Exit | KKR & CO | $0 | – | -285 | -100.0% | -0.01% | – |
NAVI | Exit | NAVIENT CORP | $0 | – | -840 | -100.0% | -0.01% | – |
WAT | Exit | WATERS CORP | $0 | – | -97 | -100.0% | -0.01% | – |
Exit | VANECK INTERNATIONAL INVESTORS GOLD Amfa | $0 | – | -2,641 | -100.0% | -0.01% | – | |
TMUS | Exit | T-MOBILE US | $0 | – | -205 | -100.0% | -0.01% | – |
XRAY | Exit | DENTSPLY SIRONA | $0 | – | -775 | -100.0% | -0.01% | – |
Exit | FIDELITY PURITANmfc | $0 | – | -1,597 | -100.0% | -0.02% | – | |
Exit | PHILLIPS EDISON | $0 | – | -3,588 | -100.0% | -0.05% | – | |
MMP | Exit | MAGELLAN MIDSTREAM PA LPoil & gas, real estate and reit | $0 | – | -14,813 | -100.0% | -0.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-13
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.