$4.2 Billion is the total value of IEQ CAPITAL, LLC's 1016 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 22.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OEF | Buy | ISHARES TRs&p 100 etf | $210,869,000 | -0.1% | 1,011,266 | +5.0% | 5.02% | +2.9% |
| AAPL | Buy | APPLE INC | $207,131,000 | +4.7% | 1,186,250 | +6.5% | 4.94% | +7.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $193,315,000 | -10.7% | 533,223 | -2.0% | 4.61% | -8.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $177,458,000 | +2.2% | 392,918 | +7.4% | 4.23% | +5.3% |
| FB | Buy | META PLATFORMS INCcl a | $129,467,000 | -30.6% | 582,235 | +5.0% | 3.08% | -28.5% |
| MSFT | Buy | MICROSOFT CORP | $127,261,000 | +11.9% | 412,768 | +22.1% | 3.03% | +15.3% |
| AMZN | Buy | AMAZON COM INC | $127,265,000 | +5.0% | 39,039 | +7.4% | 3.03% | +8.2% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $123,522,000 | +8.2% | 543,958 | -2.4% | 2.94% | +11.5% |
| OPEN | Sell | OPENDOOR TECHNOLOGIES INC | $118,565,000 | -40.9% | 13,706,977 | -0.1% | 2.82% | -39.1% |
| CRM | Buy | SALESFORCE COM INC | $118,555,000 | -14.6% | 558,377 | +2.2% | 2.82% | -12.0% |
| VOO | Buy | VANGUARD INDEX FDS | $109,799,000 | +4.3% | 264,468 | +9.6% | 2.62% | +7.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $105,102,000 | -0.0% | 37,788 | +4.1% | 2.50% | +3.0% |
| COIN | Buy | COINBASE GLOBAL INC | $105,021,000 | -24.3% | 553,151 | +0.6% | 2.50% | -22.0% |
| SNOW | Buy | SNOWFLAKE INCcl a | $91,948,000 | -28.7% | 401,290 | +5.4% | 2.19% | -26.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $76,731,000 | +31.5% | 276,378 | +44.7% | 1.83% | +35.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $74,534,000 | +1.4% | 26,687 | +5.0% | 1.78% | +4.5% |
| DDOG | Buy | DATADOG INC | $63,293,000 | -13.9% | 417,859 | +1.2% | 1.51% | -11.3% |
| RBLX | Buy | ROBLOX CORPcl a | $58,110,000 | -43.7% | 1,256,713 | +25.6% | 1.38% | -42.0% |
| RCII | New | RENT A CTR INC NEW | $50,808,000 | – | 2,017,003 | +100.0% | 1.21% | – |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $47,018,000 | -7.0% | 289,945 | -1.5% | 1.12% | -4.2% |
| TSLA | Buy | TESLA INC | $42,356,000 | +15.2% | 39,306 | +12.9% | 1.01% | +18.7% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $39,119,000 | -19.4% | 133,133 | +4.6% | 0.93% | -16.9% |
| S | New | SENTINELONE INCcl a | $36,976,000 | – | 954,473 | +100.0% | 0.88% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $33,667,000 | +32.1% | 95,399 | +11.9% | 0.80% | +36.2% |
| NVDA | Buy | NVIDIA CORPORATION | $30,907,000 | +10.9% | 113,273 | +19.5% | 0.74% | +14.1% |
| IWB | Sell | ISHARES TRrus 1000 etf | $28,907,000 | -6.5% | 115,597 | -1.1% | 0.69% | -3.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $26,692,000 | +10.2% | 46,351 | +8.6% | 0.64% | +13.6% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $26,236,000 | -0.5% | 99,996 | +5.2% | 0.62% | +2.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $24,460,000 | +62.2% | 107,437 | +72.0% | 0.58% | +67.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $24,165,000 | -16.1% | 177,273 | -2.5% | 0.58% | -13.5% |
| V | Buy | VISA INC | $23,526,000 | +13.5% | 106,087 | +11.0% | 0.56% | +16.9% |
| PATH | Buy | UIPATH INCcl a | $23,493,000 | -48.2% | 1,088,149 | +3.5% | 0.56% | -46.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $21,348,000 | +12.1% | 41,858 | +10.4% | 0.51% | +15.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $21,121,000 | +13.3% | 119,172 | +9.4% | 0.50% | +16.7% |
| ABNB | Buy | AIRBNB INC | $21,082,000 | +5.8% | 122,738 | +2.6% | 0.50% | +8.9% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $20,831,000 | -20.3% | 45,720 | -0.8% | 0.50% | -17.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $20,522,000 | -4.5% | 45,233 | +0.4% | 0.49% | -1.6% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $20,187,000 | -3.7% | 70,191 | +7.5% | 0.48% | -0.8% |
| TENB | Buy | TENABLE HLDGS INC | $20,034,000 | +7.1% | 346,672 | +2.0% | 0.48% | +10.2% |
| DIS | Buy | DISNEY WALT CO | $18,880,000 | +1.9% | 137,651 | +15.1% | 0.45% | +5.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $18,348,000 | -26.2% | 158,644 | +20.3% | 0.44% | -24.0% |
| DASH | Buy | DOORDASH INCcl a | $17,921,000 | +3.5% | 152,922 | +31.5% | 0.43% | +6.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $17,930,000 | +2.5% | 30,356 | +15.7% | 0.43% | +5.4% |
| HD | Buy | HOME DEPOT INC | $16,815,000 | -24.4% | 56,179 | +4.8% | 0.40% | -22.0% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $16,685,000 | -6.7% | 167,219 | -1.1% | 0.40% | -3.9% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $15,868,000 | +17.4% | 30 | 0.0% | 0.38% | +20.8% | |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $15,774,000 | -33.2% | 36,179 | +0.7% | 0.38% | -31.1% |
| COUR | Sell | COURSERA INC | $15,746,000 | -5.7% | 683,392 | -0.0% | 0.38% | -2.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $15,306,000 | +16.2% | 42,828 | +16.8% | 0.36% | +19.7% |
| PEP | Buy | PEPSICO INC | $14,506,000 | +5.7% | 86,665 | +9.7% | 0.35% | +9.1% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $13,533,000 | -12.5% | 32,494 | -3.8% | 0.32% | -10.1% |
| SIVB | Buy | SVB FINANCIAL GROUP | $13,359,000 | -17.2% | 23,879 | +0.4% | 0.32% | -14.7% |
| EFA | Buy | ISHARES TRmsci eafe etf | $12,929,000 | -3.5% | 175,662 | +3.2% | 0.31% | -0.6% |
| NKE | Sell | NIKE INCcl b | $12,857,000 | -31.5% | 95,546 | -15.1% | 0.31% | -29.5% |
| ABBV | Buy | ABBVIE INC | $12,636,000 | +37.9% | 77,954 | +15.2% | 0.30% | +42.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $12,288,000 | +1.7% | 80,412 | +8.9% | 0.29% | +5.0% |
| PFE | Buy | PFIZER INC | $11,949,000 | +3.9% | 230,823 | +18.5% | 0.28% | +7.1% |
| TWLO | Buy | TWILIO INCcl a | $11,830,000 | -35.5% | 71,778 | +3.1% | 0.28% | -33.5% |
| IGV | Buy | ISHARES TRexpanded tech | $11,389,000 | +2453.6% | 33,018 | +2842.8% | 0.27% | +2610.0% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $11,092,000 | +356.1% | 74,461 | +400.7% | 0.26% | +371.4% |
| SCHW | Buy | SCHWAB CHARLES CORP | $10,704,000 | +4.2% | 126,969 | +3.9% | 0.26% | +7.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $10,719,000 | -22.7% | 31,786 | -4.9% | 0.26% | -20.6% |
| NFLX | Buy | NETFLIX INC | $10,650,000 | +30.9% | 28,431 | +110.5% | 0.25% | +35.1% |
| ABT | Buy | ABBOTT LABS | $10,606,000 | -9.7% | 89,613 | +7.4% | 0.25% | -6.6% |
| LYFT | Buy | LYFT INC | $10,588,000 | +2708.5% | 275,733 | +3021.3% | 0.25% | +2700.0% |
| EZM | WISDOMTREE TRus midcap fund | $10,385,000 | -2.8% | 189,928 | 0.0% | 0.25% | 0.0% | |
| DOCS | Sell | DOXIMITY INCcl a | $10,045,000 | -72.9% | 192,831 | -74.0% | 0.24% | -72.1% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $9,840,000 | +0.2% | 87,663 | +0.1% | 0.23% | +3.1% |
| NOW | Buy | SERVICENOW INC | $9,798,000 | -8.8% | 17,594 | +6.3% | 0.23% | -6.0% |
| NARI | Sell | INARI MED INC | $9,566,000 | -13.5% | 105,539 | -12.9% | 0.23% | -10.9% |
| MS | Buy | MORGAN STANLEY | $9,397,000 | -7.4% | 107,512 | +4.0% | 0.22% | -4.7% |
| CVX | Buy | CHEVRON CORP NEW | $8,832,000 | +54.4% | 54,237 | +11.3% | 0.21% | +59.1% |
| CSCO | Sell | CISCO SYS INC | $8,768,000 | -30.7% | 157,239 | -21.2% | 0.21% | -28.7% |
| VV | VANGUARD INDEX FDSlarge cap etf | $8,531,000 | -5.7% | 40,919 | 0.0% | 0.20% | -2.9% | |
| COO | Buy | COOPER COS INC | $8,538,000 | +0.2% | 20,446 | +0.6% | 0.20% | +3.0% |
| AVGO | Buy | BROADCOM INC | $8,252,000 | +10.1% | 13,104 | +16.3% | 0.20% | +13.9% |
| IEFA | Sell | ISHARES TRcore msci eafe | $8,206,000 | -7.5% | 118,058 | -0.7% | 0.20% | -4.9% |
| SYK | Sell | STRYKER CORPORATION | $7,929,000 | -8.0% | 29,656 | -8.0% | 0.19% | -5.0% |
| UBER | Buy | UBER TECHNOLOGIES INC | $7,807,000 | +77.1% | 218,796 | +108.1% | 0.19% | +82.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $7,799,000 | +635.8% | 102,106 | +706.1% | 0.19% | +644.0% |
| IWR | Sell | ISHARES TRrus mid cap etf | $7,617,000 | -7.9% | 97,601 | -2.0% | 0.18% | -5.2% |
| OKTA | Buy | OKTA INCcl a | $7,613,000 | -4.8% | 50,432 | +41.4% | 0.18% | -2.2% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $7,372,000 | +55.8% | 67,425 | +105.0% | 0.18% | +61.5% |
| AMGN | Buy | AMGEN INC | $7,348,000 | +29.8% | 30,386 | +20.8% | 0.18% | +33.6% |
| LOW | Buy | LOWES COS INC | $7,239,000 | -11.0% | 35,806 | +13.7% | 0.17% | -8.5% |
| CB | Buy | CHUBB LIMITED | $7,068,000 | +17.2% | 33,046 | +6.0% | 0.17% | +20.9% |
| AMAT | Buy | APPLIED MATLS INC | $7,007,000 | -5.4% | 53,164 | +12.9% | 0.17% | -2.3% |
| BAC | Buy | BK OF AMERICA CORP | $6,936,000 | -3.0% | 168,270 | +4.7% | 0.16% | 0.0% |
| MCD | Buy | MCDONALDS CORP | $6,379,000 | -3.1% | 25,797 | +5.1% | 0.15% | 0.0% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $6,354,000 | +702.3% | 40,807 | +706.8% | 0.15% | +738.9% |
| PROSHARES TRbitcoin strate | $6,341,000 | -1.2% | 222,023 | 0.0% | 0.15% | +2.0% | ||
| IEMG | Buy | ISHARES INCcore msci emkt | $6,315,000 | -2.3% | 113,674 | +5.2% | 0.15% | +0.7% |
| SBUX | Sell | STARBUCKS CORP | $6,301,000 | -22.8% | 69,267 | -0.8% | 0.15% | -20.6% |
| INTC | Buy | INTEL CORP | $6,235,000 | -1.6% | 125,813 | +2.2% | 0.15% | +1.4% |
| SQ | Buy | BLOCK INCcl a | $6,164,000 | -6.9% | 45,454 | +10.9% | 0.15% | -3.9% |
| KO | Buy | COCA COLA CO | $6,074,000 | +25.4% | 97,970 | +19.7% | 0.14% | +29.5% |
| SNAP | Sell | SNAP INCcl a | $6,010,000 | -29.1% | 166,997 | -7.3% | 0.14% | -27.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $5,858,000 | -0.2% | 49,766 | +9.9% | 0.14% | +2.9% |
| DHR | Buy | DANAHER CORPORATION | $5,647,000 | -6.5% | 19,251 | +4.9% | 0.14% | -3.6% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $5,596,000 | -8.3% | 119,526 | -1.4% | 0.13% | -5.7% |
| COG | Buy | COTERRA ENERGY INC | $5,441,000 | +43.3% | 201,762 | +1.0% | 0.13% | +47.7% |
| LLY | Buy | LILLY ELI & CO | $5,424,000 | +23.6% | 18,938 | +19.2% | 0.13% | +27.7% |
| BX | Buy | BLACKSTONE INC | $5,346,000 | +6.2% | 42,111 | +8.2% | 0.13% | +9.5% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $5,268,000 | -4.8% | 33,147 | +4.2% | 0.13% | -1.6% |
| BKNG | Buy | BOOKING HOLDINGS INC | $5,230,000 | +156.8% | 2,227 | +162.3% | 0.12% | +166.0% |
| TXG | Buy | 10X GENOMICS INC | $5,223,000 | -24.8% | 68,658 | +47.3% | 0.12% | -23.0% |
| DGRO | Sell | ISHARES TRcore div grwth | $5,217,000 | -6.9% | 97,670 | -3.1% | 0.12% | -4.6% |
| UNP | Buy | UNION PAC CORP | $5,145,000 | +25.8% | 18,831 | +16.0% | 0.12% | +29.5% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $5,146,000 | -10.1% | 21,862 | -0.5% | 0.12% | -6.8% |
| PD | Buy | PAGERDUTY INC | $5,157,000 | -1.5% | 150,847 | +0.1% | 0.12% | +1.7% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $5,072,000 | +25.7% | 18,111 | +56.5% | 0.12% | +30.1% |
| CFLT | New | CONFLUENT INC | $5,010,000 | – | 122,198 | +100.0% | 0.12% | – |
| WMT | Buy | WALMART INC | $4,978,000 | +20.3% | 33,429 | +16.9% | 0.12% | +24.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,006,000 | +18.1% | 98,279 | +20.5% | 0.12% | +21.4% |
| CORSU | CORSAIR PARTNERING CORPunit 99/99/9999 | $4,910,000 | -1.8% | 500,000 | 0.0% | 0.12% | +0.9% | |
| MDT | Buy | MEDTRONIC PLC | $4,863,000 | +55.1% | 43,827 | +44.6% | 0.12% | +58.9% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $4,844,000 | +25.9% | 48,890 | +9.3% | 0.12% | +29.2% |
| CAT | Buy | CATERPILLAR INC | $4,789,000 | +9.4% | 21,493 | +1.5% | 0.11% | +12.9% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $4,683,000 | -9.1% | 65,621 | +0.0% | 0.11% | -5.9% |
| DBX | Buy | DROPBOX INCcl a | $4,607,000 | -3.4% | 198,169 | +2.0% | 0.11% | 0.0% |
| ORCL | Sell | ORACLE CORP | $4,586,000 | -10.7% | 55,438 | -5.9% | 0.11% | -8.4% |
| XOM | Buy | EXXON MOBIL CORP | $4,432,000 | +79.7% | 53,648 | +33.1% | 0.11% | +86.0% |
| QCOM | Buy | QUALCOMM INC | $4,426,000 | -10.8% | 28,958 | +6.7% | 0.10% | -8.7% |
| SUMO | Buy | SUMO LOGIC INC | $4,329,000 | -13.3% | 370,980 | +0.8% | 0.10% | -10.4% |
| TXN | Buy | TEXAS INSTRS INC | $4,294,000 | +0.8% | 23,402 | +3.6% | 0.10% | +4.1% |
| GLPI | GAMING & LEISURE PPTYS INC | $4,243,000 | -3.5% | 90,405 | 0.0% | 0.10% | -1.0% | |
| GLD | Buy | SPDR GOLD TR | $4,146,000 | +22.4% | 22,951 | +15.9% | 0.10% | +26.9% |
| SNPS | Buy | SYNOPSYS INC | $4,147,000 | -1.3% | 12,445 | +9.2% | 0.10% | +2.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $4,047,000 | -6.6% | 19,716 | +1.2% | 0.10% | -4.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,967,000 | +1.1% | 63,192 | +6.8% | 0.10% | +4.4% |
| MRK | Buy | MERCK & CO INC | $3,959,000 | +32.5% | 48,262 | +23.7% | 0.09% | +36.2% |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $3,959,000 | -0.5% | 23,172 | 0.0% | 0.09% | +2.2% | |
| WFC | Buy | WELLS FARGO CO NEW | $3,922,000 | +6.1% | 80,947 | +5.0% | 0.09% | +8.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $3,882,000 | +50.2% | 18,100 | +50.2% | 0.09% | +53.3% |
| CVS | Buy | CVS HEALTH CORP | $3,816,000 | +8.5% | 37,704 | +10.5% | 0.09% | +12.3% |
| SPLK | Buy | SPLUNK INC | $3,835,000 | +63.4% | 25,804 | +27.2% | 0.09% | +68.5% |
| DE | Buy | DEERE & CO | $3,825,000 | +35.6% | 9,206 | +11.9% | 0.09% | +40.0% |
| NEE | Sell | NEXTERA ENERGY INC | $3,748,000 | -10.3% | 44,250 | -1.1% | 0.09% | -8.2% |
| GOVT | New | ISHARES TRus treas bd etf | $3,685,000 | – | 147,928 | +100.0% | 0.09% | – |
| ANET | Buy | ARISTA NETWORKS INC | $3,670,000 | +3.7% | 26,404 | +7.2% | 0.09% | +6.1% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $3,624,000 | -7.5% | 10,978 | +7.2% | 0.09% | -5.5% |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A | $3,593,000 | -33.4% | 23,785 | +3.2% | 0.09% | -31.2% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $3,581,000 | -14.6% | 59,947 | -9.2% | 0.08% | -12.4% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,576,000 | +61.4% | 77,519 | +73.0% | 0.08% | +66.7% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $3,481,000 | -14.6% | 11,536 | +1.7% | 0.08% | -11.7% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $3,462,000 | +33.3% | 20,857 | +34.9% | 0.08% | +36.7% |
| BILL | Buy | BILL COM HLDGS INC | $3,390,000 | +3.6% | 14,950 | +13.8% | 0.08% | +6.6% |
| LMT | Sell | LOCKHEED MARTIN CORP | $3,376,000 | -17.6% | 7,651 | -33.7% | 0.08% | -15.8% |
| GD | Buy | GENERAL DYNAMICS CORP | $3,294,000 | +25.0% | 13,656 | +8.0% | 0.08% | +27.9% |
| ACM | New | AECOM | $3,223,000 | – | 41,956 | +100.0% | 0.08% | – |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $3,214,000 | +354.0% | 87,522 | +380.5% | 0.08% | +381.2% |
| ARCC | Buy | ARES CAPITAL CORP | $3,193,000 | -0.9% | 152,427 | +0.3% | 0.08% | +1.3% |
| HON | Buy | HONEYWELL INTL INC | $3,178,000 | -1.4% | 16,330 | +5.6% | 0.08% | +1.3% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $3,182,000 | -27.3% | 27,145 | +14.1% | 0.08% | -24.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $3,200,000 | +26.3% | 21,656 | +25.8% | 0.08% | +28.8% |
| SHOP | Sell | SHOPIFY INCcl a | $3,191,000 | -57.5% | 4,721 | -13.4% | 0.08% | -56.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $3,137,000 | +0.9% | 12,488 | +17.5% | 0.08% | +4.2% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $3,150,000 | -49.6% | 6,672 | -47.5% | 0.08% | -48.3% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $3,089,000 | -10.1% | 11,715 | +7.2% | 0.07% | -6.3% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $3,113,000 | +5.1% | 13,680 | +13.9% | 0.07% | +8.8% |
| XSW | SPDR SER TR | $3,061,000 | -10.9% | 20,777 | 0.0% | 0.07% | -7.6% | |
| DNL | WISDOMTREE TRglb us qtly div | $3,052,000 | -8.8% | 76,836 | 0.0% | 0.07% | -5.2% | |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,965,000 | -6.2% | 61,737 | -0.3% | 0.07% | -2.7% |
| IBB | Sell | ISHARES TRishares biotech | $2,934,000 | -14.8% | 22,516 | -0.2% | 0.07% | -12.5% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $2,941,000 | +44.5% | 40,271 | +23.4% | 0.07% | +48.9% |
| PSA | Buy | PUBLIC STORAGE | $2,948,000 | +282.9% | 7,553 | +267.4% | 0.07% | +288.9% |
| GILD | Sell | GILEAD SCIENCES INC | $2,836,000 | -31.9% | 47,711 | -16.8% | 0.07% | -29.2% |
| JNK | Buy | SPDR SER TRbloomberg high y | $2,850,000 | -4.9% | 27,807 | +0.7% | 0.07% | -1.4% |
| CTAS | Buy | CINTAS CORP | $2,828,000 | +4.9% | 6,647 | +9.3% | 0.07% | +8.1% |
| SPGI | Buy | S&P GLOBAL INC | $2,808,000 | +27.8% | 6,845 | +47.0% | 0.07% | +31.4% |
| INTU | Sell | INTUIT | $2,815,000 | -32.4% | 5,854 | -9.6% | 0.07% | -30.2% |
| AQMS | Buy | AQUA METALS INC | $2,751,000 | +50.6% | 1,822,044 | +22.7% | 0.07% | +57.1% |
| AXP | Sell | AMERICAN EXPRESS CO | $2,710,000 | +11.0% | 14,491 | -2.9% | 0.06% | +16.1% |
| T | Buy | AT&T INC | $2,700,000 | +20.6% | 114,273 | +25.6% | 0.06% | +23.1% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,676,000 | -5.2% | 5,457 | +0.0% | 0.06% | -1.5% |
| BLK | Buy | BLACKROCK INC | $2,681,000 | -13.5% | 3,509 | +3.7% | 0.06% | -11.1% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,601,000 | +8.1% | 16,490 | +11.6% | 0.06% | +10.7% |
| QS | Sell | QUANTUMSCAPE CORP | $2,595,000 | -22.7% | 129,794 | -14.2% | 0.06% | -20.5% |
| CSX | Buy | CSX CORP | $2,542,000 | +2.0% | 67,884 | +2.4% | 0.06% | +5.2% |
| TWTR | Buy | TWITTER INC | $2,508,000 | +5.4% | 64,814 | +17.7% | 0.06% | +9.1% |
| ADI | Buy | ANALOG DEVICES INC | $2,461,000 | +15.2% | 14,894 | +22.6% | 0.06% | +20.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $2,477,000 | -7.9% | 9,231 | -2.8% | 0.06% | -4.8% |
| EWC | New | ISHARES INCmsci cda etf | $2,437,000 | – | 60,601 | +100.0% | 0.06% | – |
| EFV | New | ISHARES TReafe value etf | $2,413,000 | – | 48,015 | +100.0% | 0.06% | – |
| UPST | Buy | UPSTART HLDGS INC | $2,352,000 | -6.8% | 21,563 | +29.3% | 0.06% | -3.4% |
| WRK | WESTROCK CO | $2,340,000 | +6.0% | 49,750 | 0.0% | 0.06% | +9.8% | |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $2,370,000 | +374.9% | 38,464 | +416.2% | 0.06% | +366.7% |
| TGT | Buy | TARGET CORP | $2,287,000 | +8.4% | 10,776 | +18.2% | 0.05% | +10.2% |
| TAN | Buy | INVESCO EXCH TRADED FD TR IIsolar etf | $2,286,000 | +5.7% | 30,296 | +7.8% | 0.05% | +8.0% |
| DLR | Sell | DIGITAL RLTY TR INC | $2,259,000 | -22.8% | 15,926 | -3.8% | 0.05% | -20.6% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $2,253,000 | +2.1% | 4,130 | +22.0% | 0.05% | +5.9% |
| HEFA | New | ISHARES TRhdg msci eafe | $2,258,000 | – | 66,522 | +100.0% | 0.05% | – |
| GBDC | Sell | GOLUB CAP BDC INC | $2,205,000 | -14.8% | 145,000 | -13.5% | 0.05% | -11.7% |
| DOCU | Buy | DOCUSIGN INC | $2,187,000 | -23.3% | 20,418 | +9.0% | 0.05% | -21.2% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,170,000 | +19.8% | 19,439 | +12.6% | 0.05% | +23.8% |
| KLAC | Buy | KLA CORP | $2,174,000 | +8.4% | 5,939 | +27.4% | 0.05% | +13.0% |
| TFX | Buy | TELEFLEX INCORPORATED | $2,160,000 | +8.7% | 6,088 | +0.7% | 0.05% | +10.9% |
| IOO | ISHARES TRglobal 100 etf | $2,121,000 | -2.5% | 27,885 | 0.0% | 0.05% | +2.0% | |
| LC | LENDINGCLUB CORP | $2,118,000 | -34.8% | 134,226 | 0.0% | 0.05% | -33.3% | |
| NET | Buy | CLOUDFLARE INC | $2,119,000 | -3.6% | 17,703 | +5.9% | 0.05% | -2.0% |
| PINS | Buy | PINTEREST INCcl a | $2,059,000 | -18.2% | 83,663 | +20.9% | 0.05% | -15.5% |
| MIME | Sell | MIMECAST LTD | $2,073,000 | -0.0% | 26,059 | -0.0% | 0.05% | +2.1% |
| MMM | Buy | 3M CO | $2,063,000 | -2.7% | 13,859 | +16.1% | 0.05% | 0.0% |
| IAU | Buy | ISHARES GOLD TRishares new | $2,033,000 | +44.5% | 55,184 | +36.5% | 0.05% | +45.5% |
| OCUL | OCULAR THERAPEUTIX INC | $2,019,000 | -29.0% | 407,933 | 0.0% | 0.05% | -27.3% | |
| PAYX | Buy | PAYCHEX INC | $2,019,000 | +20.2% | 14,793 | +20.2% | 0.05% | +23.1% |
| RH | New | RH | $2,000,000 | – | 6,132 | +100.0% | 0.05% | – |
| EFG | New | ISHARES TReafe grwth etf | $2,029,000 | – | 21,081 | +100.0% | 0.05% | – |
| ZTS | Buy | ZOETIS INCcl a | $2,010,000 | -17.1% | 10,660 | +7.3% | 0.05% | -14.3% |
| AON | Buy | AON PLC | $1,987,000 | +33.3% | 6,100 | +23.0% | 0.05% | +38.2% |
| TJX | Sell | TJX COS INC NEW | $1,914,000 | -27.5% | 31,596 | -9.2% | 0.05% | -24.6% |
| COP | Buy | CONOCOPHILLIPS | $1,937,000 | +72.3% | 19,369 | +24.4% | 0.05% | +76.9% |
| New | ROCKLEY PHOTONICS HOLDINGS Lordinary shares | $1,948,000 | – | 483,263 | +100.0% | 0.05% | – | |
| MMC | Buy | MARSH & MCLENNAN COS INC | $1,888,000 | +12.8% | 11,077 | +15.0% | 0.04% | +15.4% |
| FISV | Sell | FISERV INC | $1,881,000 | -2.3% | 18,547 | -0.1% | 0.04% | 0.0% |
| PLD | Buy | PROLOGIS INC. | $1,882,000 | +30.5% | 11,654 | +36.0% | 0.04% | +36.4% |
| LZ | Sell | LEGALZOOM COM INC | $1,896,000 | -15.3% | 134,082 | -3.7% | 0.04% | -13.5% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $1,907,000 | -16.5% | 17,598 | -10.6% | 0.04% | -15.1% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $1,863,000 | -16.6% | 10,092 | -5.7% | 0.04% | -15.4% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $1,838,000 | +43.3% | 7,043 | +20.5% | 0.04% | +46.7% |
| BAR | New | GRANITESHARES GOLD TR | $1,853,000 | – | 96,490 | +100.0% | 0.04% | – |
| FLR | Sell | FLUOR CORP NEW | $1,854,000 | +15.6% | 64,637 | -0.2% | 0.04% | +18.9% |
| PJT | PJT PARTNERS INC | $1,844,000 | -14.8% | 29,208 | 0.0% | 0.04% | -12.0% | |
| MU | Buy | MICRON TECHNOLOGY INC | $1,835,000 | -4.9% | 23,556 | +13.7% | 0.04% | -2.2% |
| ANTM | Buy | ANTHEM INC | $1,842,000 | +33.1% | 3,750 | +25.6% | 0.04% | +37.5% |
| ELY | Sell | CALLAWAY GOLF CO | $1,794,000 | -14.7% | 76,618 | -0.0% | 0.04% | -12.2% |
| ETHO | ETF MANAGERS TRetho climate lea | $1,778,000 | -9.2% | 30,418 | 0.0% | 0.04% | -6.7% | |
| USB | Buy | US BANCORP DEL | $1,765,000 | -2.3% | 33,206 | +3.3% | 0.04% | 0.0% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,748,000 | +2.8% | 32,469 | +117.2% | 0.04% | +7.7% |
| RPRX | Buy | ROYALTY PHARMA PLC | $1,778,000 | -2.2% | 45,641 | +0.1% | 0.04% | 0.0% |
| TMUS | Buy | T-MOBILE US INC | $1,758,000 | +39.7% | 13,693 | +26.2% | 0.04% | +44.8% |
| LIN | Buy | LINDE PLC | $1,736,000 | -5.3% | 5,435 | +2.7% | 0.04% | -2.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,713,000 | +17.0% | 13,170 | +20.2% | 0.04% | +20.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,707,000 | +14.9% | 8,033 | +22.2% | 0.04% | +20.6% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,669,000 | +25.9% | 17,771 | +27.3% | 0.04% | +29.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,664,000 | +11.0% | 12,600 | +14.9% | 0.04% | +14.3% |
| DVN | Buy | DEVON ENERGY CORP NEW | $1,681,000 | +69.3% | 28,431 | +26.1% | 0.04% | +73.9% |
| SSO | Buy | PROSHARES TR | $1,687,000 | -10.3% | 25,708 | +100.0% | 0.04% | -7.0% |
| KRC | Sell | KILROY RLTY CORP | $1,642,000 | +14.9% | 21,490 | -0.0% | 0.04% | +18.2% |
| ASML | Buy | ASML HOLDING N V | $1,646,000 | +42.6% | 2,465 | +70.1% | 0.04% | +44.4% |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $1,633,000 | – | 32,970 | +100.0% | 0.04% | – |
| MO | Buy | ALTRIA GROUP INC | $1,607,000 | +63.6% | 30,771 | +48.6% | 0.04% | +65.2% |
| SO | Buy | SOUTHERN CO | $1,603,000 | +14.3% | 22,108 | +8.1% | 0.04% | +18.8% |
| BA | Buy | BOEING CO | $1,576,000 | +18.3% | 8,233 | +24.4% | 0.04% | +22.6% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $1,611,000 | +16.7% | 2,353 | +20.4% | 0.04% | +18.8% |
| WDAY | Buy | WORKDAY INCcl a | $1,589,000 | -2.2% | 6,635 | +11.6% | 0.04% | 0.0% |
| EMR | Buy | EMERSON ELEC CO | $1,570,000 | +46.6% | 16,003 | +38.9% | 0.04% | +48.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $1,569,000 | +38.7% | 23,648 | +21.7% | 0.04% | +42.3% |
| ADSK | Buy | AUTODESK INC | $1,550,000 | +13.2% | 7,232 | +48.5% | 0.04% | +15.6% |
| FTNT | Buy | FORTINET INC | $1,547,000 | +42.4% | 4,528 | +49.8% | 0.04% | +48.0% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $1,571,000 | -3.1% | 21,901 | +18.1% | 0.04% | -2.6% |
| TROW | Buy | PRICE T ROWE GROUP INC | $1,561,000 | +51.6% | 10,323 | +97.0% | 0.04% | +54.2% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,511,000 | +0.6% | 4,358 | +5.4% | 0.04% | +2.9% |
| ETSY | Buy | ETSY INC | $1,527,000 | -41.5% | 12,287 | +3.1% | 0.04% | -40.0% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $1,514,000 | +36.2% | 2,168 | +23.1% | 0.04% | +38.5% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $1,513,000 | +51.5% | 8,610 | +42.5% | 0.04% | +56.5% |
| ZS | Buy | ZSCALER INC | $1,526,000 | -19.5% | 6,324 | +7.2% | 0.04% | -18.2% |
| IQV | Sell | IQVIA HLDGS INC | $1,471,000 | -23.3% | 6,363 | -6.4% | 0.04% | -20.5% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $1,462,000 | +82.3% | 18,246 | +51.3% | 0.04% | +84.2% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $1,463,000 | -52.9% | 3,271 | -59.2% | 0.04% | -51.4% |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $1,451,000 | – | 23,292 | +100.0% | 0.04% | – |
| PANW | Sell | PALO ALTO NETWORKS INC | $1,459,000 | -46.4% | 2,344 | -52.1% | 0.04% | -44.4% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $1,457,000 | +63.2% | 30,905 | +72.1% | 0.04% | +66.7% |
| LRCX | Sell | LAM RESEARCH CORP | $1,483,000 | -28.5% | 2,759 | -4.3% | 0.04% | -27.1% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $1,423,000 | -17.4% | 31,025 | -2.3% | 0.03% | -15.0% |
| ISCG | ISHARES TRmrgstr sm cp gr | $1,418,000 | -11.0% | 32,100 | 0.0% | 0.03% | -8.1% | |
| PAYC | Buy | PAYCOM SOFTWARE INC | $1,376,000 | +30.7% | 3,974 | +56.8% | 0.03% | +37.5% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $1,367,000 | -43.6% | 8,431 | -28.2% | 0.03% | -41.1% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $1,369,000 | +35.0% | 30,894 | +29.4% | 0.03% | +43.5% |
| TFC | Sell | TRUIST FINL CORP | $1,375,000 | -4.0% | 24,242 | -0.9% | 0.03% | 0.0% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $1,370,000 | +66.5% | 866 | +83.9% | 0.03% | +73.7% |
| ACWX | ISHARES TRmsci acwi ex us | $1,350,000 | -6.0% | 25,828 | 0.0% | 0.03% | -3.0% | |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $1,346,000 | +82.9% | 27,060 | +53.4% | 0.03% | +88.2% |
| PRU | Buy | PRUDENTIAL FINL INC | $1,289,000 | +27.1% | 10,905 | +16.3% | 0.03% | +34.8% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,289,000 | +104.3% | 16,547 | +112.1% | 0.03% | +106.7% |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $1,289,000 | – | 24,571 | +100.0% | 0.03% | – |
| MCO | Buy | MOODYS CORP | $1,297,000 | -4.3% | 3,845 | +10.8% | 0.03% | 0.0% |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $1,306,000 | – | 21,516 | +100.0% | 0.03% | – |
| DOW | Buy | DOW INC | $1,309,000 | +35.1% | 20,555 | +20.3% | 0.03% | +40.9% |
| SHW | Buy | SHERWIN WILLIAMS CO | $1,248,000 | -25.6% | 4,999 | +5.0% | 0.03% | -23.1% |
| F | Buy | FORD MTR CO DEL | $1,275,000 | -13.6% | 75,399 | +6.1% | 0.03% | -11.8% |
| SE | Buy | SEA LTDsponsord ads | $1,268,000 | -27.6% | 10,582 | +35.1% | 0.03% | -26.8% |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $1,261,000 | -20.3% | 14,026 | +0.1% | 0.03% | -18.9% |
| IWO | ISHARES TRrus 2000 grw etf | $1,269,000 | -12.7% | 4,962 | 0.0% | 0.03% | -11.8% | |
| BDX | Buy | BECTON DICKINSON & CO | $1,256,000 | +23.4% | 4,722 | +16.7% | 0.03% | +25.0% |
| SQSP | Buy | SQUARESPACE INCclass a | $1,212,000 | -13.1% | 47,301 | +0.1% | 0.03% | -9.4% |
| DG | Sell | DOLLAR GEN CORP NEW | $1,233,000 | -10.2% | 5,539 | -4.9% | 0.03% | -9.4% |
| PGR | Buy | PROGRESSIVE CORP | $1,203,000 | +75.9% | 10,555 | +58.5% | 0.03% | +81.2% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $1,202,000 | -4.8% | 6,516 | +3.5% | 0.03% | 0.0% |
| CHGG | Sell | CHEGG INC | $1,226,000 | +8.2% | 33,792 | -8.5% | 0.03% | +11.5% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,206,000 | +32.1% | 13,448 | +30.7% | 0.03% | +38.1% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $1,168,000 | +2.9% | 7,101 | +16.6% | 0.03% | +7.7% |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $1,161,000 | -31.3% | 14,536 | -17.4% | 0.03% | -28.2% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $1,183,000 | -22.6% | 86,178 | +2.7% | 0.03% | -20.0% |
| MCK | Buy | MCKESSON CORP | $1,162,000 | +77.7% | 3,798 | +44.4% | 0.03% | +86.7% |
| APH | Buy | AMPHENOL CORP NEWcl a | $1,156,000 | +15.3% | 15,345 | +33.8% | 0.03% | +21.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,191,000 | -4.3% | 5,006 | +2.5% | 0.03% | -3.4% |
| CME | Buy | CME GROUP INC | $1,182,000 | +31.0% | 4,970 | +25.8% | 0.03% | +33.3% |
| Buy | FRESHWORKS INC | $1,191,000 | +51.1% | 66,459 | +121.5% | 0.03% | +55.6% | |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $1,169,000 | -4.6% | 42,374 | +0.2% | 0.03% | 0.0% |
| PGNY | Buy | PROGYNY INC | $1,150,000 | +3.9% | 22,365 | +1.7% | 0.03% | +3.8% |
| AI | Buy | C3 AI INCcl a | $1,121,000 | -19.8% | 49,371 | +10.4% | 0.03% | -15.6% |
| HCA | Buy | HCA HEALTHCARE INC | $1,144,000 | +49.5% | 4,566 | +53.4% | 0.03% | +50.0% |
| GM | Buy | GENERAL MTRS CO | $1,131,000 | -24.3% | 25,849 | +1.4% | 0.03% | -22.9% |
| Buy | GENERAL ELECTRIC CO | $1,149,000 | +62.5% | 12,556 | +67.7% | 0.03% | +68.8% | |
| IDXX | Buy | IDEXX LABS INC | $1,119,000 | -4.2% | 2,046 | +15.3% | 0.03% | 0.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $1,138,000 | -13.1% | 5,434 | +2.5% | 0.03% | -10.0% |
| ILMN | Buy | ILLUMINA INC | $1,119,000 | +27.3% | 3,204 | +38.7% | 0.03% | +35.0% |
| EOG | Buy | EOG RES INC | $1,118,000 | +52.7% | 9,376 | +13.7% | 0.03% | +58.8% |
| TRV | Buy | TRAVELERS COMPANIES INC | $1,121,000 | +23.1% | 6,137 | +5.4% | 0.03% | +28.6% |
| CI | Buy | CIGNA CORP NEW | $1,078,000 | +27.0% | 4,497 | +21.6% | 0.03% | +30.0% |
| PXD | Buy | PIONEER NAT RES CO | $1,077,000 | +66.7% | 4,306 | +21.3% | 0.03% | +73.3% |
| MSCI | Buy | MSCI INC | $1,081,000 | -10.9% | 2,149 | +8.6% | 0.03% | -7.1% |
| VRSN | Sell | VERISIGN INC | $1,080,000 | -16.1% | 4,855 | -4.2% | 0.03% | -13.3% |
| IEUR | Buy | ISHARES TRcore msci euro | $1,105,000 | +431.2% | 20,699 | +480.0% | 0.03% | +420.0% |
| BP | Buy | BP PLCsponsored adr | $1,105,000 | +20.0% | 37,584 | +8.7% | 0.03% | +23.8% |
| MRNA | Buy | MODERNA INC | $1,102,000 | -20.8% | 6,397 | +16.7% | 0.03% | -18.8% |
| MEG | MONTROSE ENVIRONMENTAL GROUP | $1,059,000 | -24.9% | 20,000 | 0.0% | 0.02% | -24.2% | |
| MRTX | Buy | MIRATI THERAPEUTICS INC | $1,038,000 | -43.9% | 12,624 | +0.1% | 0.02% | -41.9% |
| SONO | Sell | SONOS INC | $1,067,000 | -6.5% | 37,799 | -1.3% | 0.02% | -3.8% |
| ECL | Buy | ECOLAB INC | $1,038,000 | -9.5% | 5,877 | +20.2% | 0.02% | -7.4% |
| RBA | Buy | RITCHIE BROS AUCTIONEERS | $1,037,000 | +111.6% | 17,572 | +119.6% | 0.02% | +127.3% |
| EPP | New | ISHARES INCmsci pac jp etf | $1,055,000 | – | 21,442 | +100.0% | 0.02% | – |
| OTIS | Sell | OTIS WORLDWIDE CORP | $1,042,000 | -14.2% | 13,538 | -3.0% | 0.02% | -10.7% |
| HPQ | Buy | HP INC | $1,032,000 | +8.4% | 28,447 | +12.6% | 0.02% | +13.6% |
| ICLR | New | ICON PLC | $1,000,000 | – | 4,110 | +100.0% | 0.02% | – |
| PENN | Buy | PENN NATL GAMING INC | $1,014,000 | -17.8% | 23,908 | +0.5% | 0.02% | -17.2% |
| DGRW | WISDOMTREE TRus qtly div grt | $1,000,000 | -3.4% | 15,708 | 0.0% | 0.02% | 0.0% | |
| ETN | Buy | EATON CORP PLC | $1,005,000 | -1.3% | 6,622 | +12.4% | 0.02% | 0.0% |
| WM | Buy | WASTE MGMT INC DEL | $1,021,000 | +15.4% | 6,442 | +21.4% | 0.02% | +20.0% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $964,000 | +10.8% | 18,820 | +11.2% | 0.02% | +15.0% |
| FVRR | Sell | FIVERR INTL LTD | $980,000 | -33.6% | 12,886 | -0.8% | 0.02% | -32.4% |
| HYFM | Buy | HYDROFARM HLDGS GROUP INC | $980,000 | -36.7% | 64,719 | +18.3% | 0.02% | -36.1% |
| U | Buy | UNITY SOFTWARE INC | $963,000 | +331.8% | 9,708 | +521.9% | 0.02% | +360.0% |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC | $968,000 | +30.6% | 6,380 | +34.3% | 0.02% | +35.3% |
| MRO | Buy | MARATHON OIL CORP | $973,000 | +54.0% | 38,768 | +0.8% | 0.02% | +53.3% |
| C | Sell | CITIGROUP INC | $945,000 | -13.0% | 17,688 | -1.7% | 0.02% | -8.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $982,000 | +22.6% | 3,928 | +49.3% | 0.02% | +21.1% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $986,000 | -23.3% | 6,204 | -16.3% | 0.02% | -23.3% |
| EBAY | Buy | EBAY INC. | $977,000 | +10.5% | 17,060 | +28.4% | 0.02% | +15.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $965,000 | +73.2% | 3,882 | +48.7% | 0.02% | +76.9% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $914,000 | -7.8% | 3,317 | +0.9% | 0.02% | -4.3% |
| NEM | Buy | NEWMONT CORP | $919,000 | +51.7% | 11,567 | +18.4% | 0.02% | +57.1% |
| DXCM | Buy | DEXCOM INC | $939,000 | +4.8% | 1,835 | +10.0% | 0.02% | +4.8% |
| MPC | Buy | MARATHON PETE CORP | $925,000 | +62.0% | 10,820 | +21.4% | 0.02% | +69.2% |
| Buy | AMPLITUDE INC | $910,000 | -64.3% | 49,392 | +2.6% | 0.02% | -62.7% | |
| PLAN | Buy | ANAPLAN INC | $904,000 | +88.7% | 13,896 | +32.9% | 0.02% | +100.0% |
| VEEV | Buy | VEEVA SYS INC | $909,000 | -12.9% | 4,281 | +4.8% | 0.02% | -8.3% |
| TWOU | Buy | 2U INC | $934,000 | -33.7% | 70,332 | +0.2% | 0.02% | -33.3% |
| ME | Buy | 23ANDME HOLDING CO | $912,000 | +1202.9% | 238,007 | +2175.4% | 0.02% | +1000.0% |
| EQIX | Sell | EQUINIX INC | $939,000 | -18.1% | 1,266 | -6.6% | 0.02% | -18.5% |
| TDOC | Buy | TELADOC HEALTH INC | $909,000 | +151.8% | 12,599 | +220.3% | 0.02% | +175.0% |
| IMCG | ISHARES TRmrgstr md cp grw | $924,000 | -12.2% | 14,370 | 0.0% | 0.02% | -8.3% | |
| SLB | Buy | SCHLUMBERGER LTD | $933,000 | +50.5% | 22,581 | +9.2% | 0.02% | +57.1% |
| JBL | Buy | JABIL INC | $918,000 | +260.0% | 14,868 | +309.6% | 0.02% | +266.7% |
| KNBE | KNOWBE4 INCcl a | $908,000 | +0.3% | 39,432 | 0.0% | 0.02% | +4.8% | |
| PCOR | Buy | PROCORE TECHNOLOGIES INC | $891,000 | -26.1% | 15,376 | +2.0% | 0.02% | -25.0% |
| SYY | Buy | SYSCO CORP | $890,000 | +35.5% | 10,905 | +30.3% | 0.02% | +40.0% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $867,000 | -10.9% | 11,537 | +3.2% | 0.02% | -4.5% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $886,000 | +101.4% | 9,819 | +50.9% | 0.02% | +110.0% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $861,000 | -17.5% | 14,947 | -12.3% | 0.02% | -12.5% |
| NSC | Buy | NORFOLK SOUTHN CORP | $873,000 | +9.7% | 3,061 | +14.5% | 0.02% | +16.7% |
| MET | Buy | METLIFE INC | $896,000 | +24.1% | 12,750 | +10.4% | 0.02% | +23.5% |
| YUM | Buy | YUM BRANDS INC | $863,000 | -12.3% | 7,280 | +2.7% | 0.02% | -8.7% |
| FIVE | FIVE BELOW INC | $868,000 | -23.5% | 5,480 | 0.0% | 0.02% | -19.2% | |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $862,000 | +39.5% | 3,560 | +56.5% | 0.02% | +50.0% |
| WMB | Sell | WILLIAMS COS INC | $827,000 | +20.7% | 24,753 | -5.9% | 0.02% | +25.0% |
| CL | Sell | COLGATE PALMOLIVE CO | $859,000 | -15.0% | 11,330 | -4.3% | 0.02% | -13.0% |
| D | Buy | DOMINION ENERGY INC | $831,000 | +52.5% | 9,783 | +40.9% | 0.02% | +53.8% |
| Buy | TOAST INCcl a | $832,000 | +3.5% | 38,275 | +65.3% | 0.02% | +5.3% | |
| EL | Sell | LAUDER ESTEE COS INCcl a | $833,000 | -45.1% | 3,058 | -25.4% | 0.02% | -42.9% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $846,000 | -6.0% | 6,433 | +14.2% | 0.02% | -4.8% |
| GPN | Buy | GLOBAL PMTS INC | $821,000 | +26.5% | 5,997 | +24.9% | 0.02% | +33.3% |
| ACVA | Buy | ACV AUCTIONS INC | $856,000 | -7.5% | 57,828 | +17.8% | 0.02% | -4.8% |
| SLAB | New | SILICON LABORATORIES INC | $843,000 | – | 5,612 | +100.0% | 0.02% | – |
| DAL | Buy | DELTA AIR LINES INC DEL | $792,000 | +14.9% | 19,996 | +13.5% | 0.02% | +18.8% |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL | $788,000 | +1.8% | 574 | +25.9% | 0.02% | +5.6% |
| DHI | Sell | D R HORTON INC | $786,000 | -35.1% | 10,547 | -5.7% | 0.02% | -32.1% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $794,000 | +26.2% | 5,131 | +8.4% | 0.02% | +26.7% |
| EXC | Buy | EXELON CORP | $817,000 | -2.6% | 17,148 | +18.1% | 0.02% | 0.0% |
| BK | Buy | BANK NEW YORK MELLON CORP | $784,000 | +18.4% | 15,788 | +38.6% | 0.02% | +26.7% |
| EPAM | Sell | EPAM SYS INC | $816,000 | -65.8% | 2,750 | -22.9% | 0.02% | -65.5% |
| DD | Buy | DUPONT DE NEMOURS INC | $817,000 | -0.2% | 11,104 | +9.5% | 0.02% | 0.0% |
| LULU | Buy | LULULEMON ATHLETICA INC | $789,000 | +20.8% | 2,159 | +29.4% | 0.02% | +26.7% |
| WISH | CONTEXTLOGIC INC | $804,000 | -27.7% | 357,500 | 0.0% | 0.02% | -26.9% | |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $785,000 | +17.7% | 2,627 | +41.2% | 0.02% | +26.7% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $743,000 | +33.4% | 7,445 | +18.8% | 0.02% | +38.5% |
| ROST | Buy | ROSS STORES INC | $751,000 | +25.2% | 8,305 | +58.2% | 0.02% | +28.6% |
| CPRT | Buy | COPART INC | $748,000 | -8.1% | 5,963 | +11.1% | 0.02% | -5.3% |
| CEF | Buy | SPROTT PHYSICAL GOLD & SILVEtr unit | $736,000 | +39.4% | 37,989 | +27.7% | 0.02% | +50.0% |
| FAST | Buy | FASTENAL CO | $773,000 | +5.6% | 13,011 | +13.8% | 0.02% | +5.9% |
| OKE | Buy | ONEOK INC NEW | $764,000 | +20.3% | 10,812 | +0.0% | 0.02% | +20.0% |
| VOX | Sell | VANGUARD WORLD FDS | $774,000 | -36.8% | 6,449 | -28.6% | 0.02% | -35.7% |
| AFL | Buy | AFLAC INC | $752,000 | +25.3% | 11,677 | +13.7% | 0.02% | +28.6% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $775,000 | +15.0% | 1,874 | +65.4% | 0.02% | +12.5% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $765,000 | -6.9% | 7,636 | -5.7% | 0.02% | -5.3% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $772,000 | -2.8% | 5,633 | 0.0% | 0.02% | 0.0% | |
| EVC | ENTRAVISION COMMUNICATIONS Ccl a | $763,000 | -5.5% | 119,004 | 0.0% | 0.02% | -5.3% | |
| TT | Sell | TRANE TECHNOLOGIES PLC | $739,000 | -27.3% | 4,841 | -3.8% | 0.02% | -21.7% |
| ESS | Sell | ESSEX PPTY TR INC | $773,000 | -34.2% | 2,236 | -32.9% | 0.02% | -33.3% |
| GLW | Buy | CORNING INC | $697,000 | +37.2% | 18,888 | +38.5% | 0.02% | +41.7% |
| CTLP | CANTALOUPE INC | $699,000 | -23.7% | 103,186 | 0.0% | 0.02% | -19.0% | |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $720,000 | +14.3% | 18,952 | +23.1% | 0.02% | +13.3% |
| KR | Buy | KROGER CO | $713,000 | +52.4% | 12,436 | +20.2% | 0.02% | +54.5% |
| IHF | ISHARES TRus hlthcr pr etf | $731,000 | -2.5% | 2,585 | 0.0% | 0.02% | 0.0% | |
| BNS | Sell | BANK NOVA SCOTIA B C | $693,000 | -0.1% | 9,663 | -0.2% | 0.02% | +6.2% |
| AZO | Buy | AUTOZONE INC | $716,000 | +18.9% | 350 | +22.0% | 0.02% | +21.4% |
| VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $704,000 | +79.6% | 14,255 | +81.6% | 0.02% | +88.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $719,000 | +1.0% | 6,613 | +10.4% | 0.02% | +6.2% |
| AMP | Buy | AMERIPRISE FINL INC | $708,000 | +25.8% | 2,357 | +26.2% | 0.02% | +30.8% |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $716,000 | -21.7% | 14,520 | +1.4% | 0.02% | -19.0% |
| KMI | Sell | KINDER MORGAN INC DEL | $719,000 | +11.0% | 38,037 | -6.9% | 0.02% | +13.3% |
| IT | Buy | GARTNER INC | $729,000 | -2.5% | 2,450 | +9.5% | 0.02% | 0.0% |
| PCAR | Buy | PACCAR INC | $674,000 | +10.7% | 7,652 | +10.9% | 0.02% | +14.3% |
| MDB | Buy | MONGODB INCcl a | $659,000 | -14.2% | 1,485 | +2.3% | 0.02% | -11.1% |
| HUM | Buy | HUMANA INC | $676,000 | +0.9% | 1,554 | +7.6% | 0.02% | +6.7% |
| ATHA | ATHIRA PHARMA INC | $674,000 | +3.7% | 49,922 | 0.0% | 0.02% | +6.7% | |
| OXY | Buy | OCCIDENTAL PETE CORP | $682,000 | +149.8% | 12,027 | +27.5% | 0.02% | +166.7% |
| CDW | Sell | CDW CORP | $671,000 | -20.1% | 3,753 | -8.5% | 0.02% | -15.8% |
| JD | Buy | JD.COM INCspon adr cl a | $670,000 | -11.6% | 11,574 | +7.0% | 0.02% | -11.1% |
| AIG | Buy | AMERICAN INTL GROUP INC | $691,000 | +32.1% | 11,013 | +19.8% | 0.02% | +33.3% |
| VRSK | Buy | VERISK ANALYTICS INC | $672,000 | -1.5% | 3,133 | +5.1% | 0.02% | 0.0% |
| AVB | Buy | AVALONBAY CMNTYS INC | $675,000 | +6.5% | 2,717 | +8.2% | 0.02% | +6.7% |
| FOXA | Buy | FOX CORP | $683,000 | +55.6% | 17,317 | +45.4% | 0.02% | +60.0% |
| WES | Buy | WESTERN MIDSTREAM PARTNERS L | $668,000 | +14.6% | 26,491 | +1.2% | 0.02% | +23.1% |
| OUT | Buy | OUTFRONT MEDIA INC | $659,000 | +6.1% | 23,193 | +0.2% | 0.02% | +14.3% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $685,000 | +45.1% | 2,974 | +58.1% | 0.02% | +45.5% |
| FDX | Sell | FEDEX CORP | $658,000 | -28.7% | 2,845 | -20.3% | 0.02% | -23.8% |
| ET | Sell | ENERGY TRANSFER L P | $655,000 | -4.8% | 58,526 | -30.0% | 0.02% | 0.0% |
| A | Sell | AGILENT TECHNOLOGIES INC | $655,000 | -24.2% | 4,949 | -8.6% | 0.02% | -20.0% |
| DLTR | Buy | DOLLAR TREE INC | $638,000 | +33.2% | 3,986 | +17.0% | 0.02% | +36.4% |
| HAL | Buy | HALLIBURTON CO | $645,000 | +81.2% | 17,026 | +9.3% | 0.02% | +87.5% |
| HSY | Buy | HERSHEY CO | $638,000 | +38.4% | 2,947 | +23.7% | 0.02% | +36.4% |
| INCY | Buy | INCYTE CORP | $638,000 | +29.7% | 8,035 | +19.9% | 0.02% | +36.4% |
| EXPE | Buy | EXPEDIA GROUP INC | $637,000 | +32.4% | 3,254 | +22.2% | 0.02% | +36.4% |
| EQR | Buy | EQUITY RESIDENTIALsh ben int | $642,000 | +13.2% | 7,141 | +14.0% | 0.02% | +15.4% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $624,000 | -10.9% | 5,902 | -2.5% | 0.02% | -6.2% |
| KREF | Buy | KKR REAL ESTATE FIN TR INC | $623,000 | +10.9% | 30,213 | +12.0% | 0.02% | +15.4% |
| KNSL | Buy | KINSALE CAP GROUP INC | $609,000 | -3.5% | 2,671 | +0.7% | 0.02% | 0.0% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $620,000 | +9.5% | 14,785 | +17.2% | 0.02% | +15.4% |
| NUE | Sell | NUCOR CORP | $627,000 | +29.0% | 4,219 | -0.9% | 0.02% | +36.4% |
| CTVA | Buy | CORTEVA INC | $650,000 | +47.1% | 11,310 | +21.0% | 0.02% | +50.0% |
| CTGO | CONTANGO ORE INC | $611,000 | -4.4% | 24,959 | 0.0% | 0.02% | 0.0% | |
| OMC | Buy | OMNICOM GROUP INC | $632,000 | +37.7% | 7,450 | +18.9% | 0.02% | +36.4% |
| ED | Buy | CONSOLIDATED EDISON INC | $634,000 | +31.8% | 6,694 | +18.7% | 0.02% | +36.4% |
| New | SHELL PLCspon ads | $639,000 | – | 11,631 | +100.0% | 0.02% | – | |
| TTD | Sell | THE TRADE DESK INC | $612,000 | -28.4% | 8,834 | -5.4% | 0.02% | -25.0% |
| TRIN | TRINITY CAP INC | $644,000 | +9.9% | 33,333 | 0.0% | 0.02% | +7.1% | |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $641,000 | -1.2% | 4,283 | -0.8% | 0.02% | 0.0% |
| XYL | Buy | XYLEM INC | $646,000 | +213.6% | 7,571 | +340.9% | 0.02% | +200.0% |
| VMW | New | VMWARE INC | $596,000 | – | 5,232 | +100.0% | 0.01% | – |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $596,000 | +51.7% | 15,544 | +26.6% | 0.01% | +55.6% |
| IAA | New | IAA INC | $602,000 | – | 15,750 | +100.0% | 0.01% | – |
| IJR | Sell | ISHARES TRcore s&p scp etf | $573,000 | -24.2% | 5,312 | -19.5% | 0.01% | -17.6% |
| CNC | Buy | CENTENE CORP DEL | $595,000 | +18.1% | 7,063 | +15.6% | 0.01% | +16.7% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $586,000 | -17.2% | 22,716 | -29.6% | 0.01% | -12.5% |
| IWS | ISHARES TRrus mdcp val etf | $582,000 | -2.2% | 4,862 | 0.0% | 0.01% | 0.0% | |
| TM | Buy | TOYOTA MOTOR CORPads | $592,000 | +52.6% | 3,282 | +56.6% | 0.01% | +55.6% |
| MTCH | Buy | MATCH GROUP INC NEW | $599,000 | +141.5% | 5,505 | +193.1% | 0.01% | +133.3% |
| NVO | Buy | NOVO-NORDISK A Sadr | $587,000 | +81.7% | 5,283 | +83.2% | 0.01% | +100.0% |
| PSX | Buy | PHILLIPS 66 | $602,000 | +36.8% | 6,966 | +14.6% | 0.01% | +40.0% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $571,000 | -19.6% | 3,087 | -0.9% | 0.01% | -12.5% |
| ALL | Buy | ALLSTATE CORP | $579,000 | +35.3% | 4,182 | +15.0% | 0.01% | +40.0% |
| PH | Buy | PARKER-HANNIFIN CORP | $578,000 | -9.5% | 2,036 | +1.3% | 0.01% | -6.7% |
| VLO | Buy | VALERO ENERGY CORP | $570,000 | +50.0% | 5,617 | +11.1% | 0.01% | +55.6% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $587,000 | +1.0% | 13,113 | +17.8% | 0.01% | +7.7% |
| CCL | Buy | CARNIVAL CORP | $549,000 | +167.8% | 27,144 | +166.0% | 0.01% | +160.0% |
| TER | Buy | TERADYNE INC | $557,000 | +64.8% | 4,710 | +127.9% | 0.01% | +62.5% |
| RMD | Buy | RESMED INC | $529,000 | +16.3% | 2,182 | +24.9% | 0.01% | +18.2% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $532,000 | +32.7% | 4,944 | +32.7% | 0.01% | +44.4% |
| MOS | Buy | MOSAIC CO NEW | $530,000 | +90.0% | 7,968 | +12.2% | 0.01% | +116.7% |
| TREX | Sell | TREX CO INC | $559,000 | -52.7% | 8,550 | -2.3% | 0.01% | -51.9% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $544,000 | +18.5% | 1,549 | +24.5% | 0.01% | +18.2% |
| TXT | Buy | TEXTRON INC | $555,000 | +1.8% | 7,463 | +5.8% | 0.01% | 0.0% |
| FITB | Buy | FIFTH THIRD BANCORP | $532,000 | +7.7% | 12,359 | +8.9% | 0.01% | +18.2% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $558,000 | +50.4% | 4,071 | +18.2% | 0.01% | +44.4% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $542,000 | -2.2% | 3,078 | -0.7% | 0.01% | 0.0% |
| TDG | Buy | TRANSDIGM GROUP INC | $541,000 | +58.7% | 830 | +55.1% | 0.01% | +62.5% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $533,000 | -4.0% | 1,297 | +9.5% | 0.01% | 0.0% |
| CFG | Buy | CITIZENS FINL GROUP INC | $555,000 | +5.3% | 12,234 | +9.7% | 0.01% | +8.3% |
| SCZ | New | ISHARES TReafe sml cp etf | $542,000 | – | 8,177 | +100.0% | 0.01% | – |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $542,000 | +97.1% | 1,147 | +82.4% | 0.01% | +116.7% |
| COF | Sell | CAPITAL ONE FINL CORP | $551,000 | -19.6% | 4,194 | -11.1% | 0.01% | -18.8% |
| KHC | Buy | KRAFT HEINZ CO | $536,000 | +42.6% | 13,609 | +29.9% | 0.01% | +44.4% |
| KWEB | Sell | KRANESHARES TRcsi chi internet | $557,000 | -23.5% | 19,545 | -2.0% | 0.01% | -23.5% |
| ENPH | Sell | ENPHASE ENERGY INC | $502,000 | +7.7% | 2,489 | -2.3% | 0.01% | +9.1% |
| XBI | SPDR SER TRs&p biotech | $509,000 | -19.7% | 5,660 | 0.0% | 0.01% | -20.0% | |
| CMI | Buy | CUMMINS INC | $493,000 | +9.8% | 2,401 | +16.7% | 0.01% | +20.0% |
| FTV | Sell | FORTIVE CORP | $499,000 | -34.2% | 8,182 | -17.7% | 0.01% | -33.3% |
| GIS | Buy | GENERAL MLS INC | $519,000 | +12.6% | 7,657 | +12.0% | 0.01% | +9.1% |
| FLT | Buy | FLEETCOR TECHNOLOGIES INC | $511,000 | +56.3% | 2,052 | +40.5% | 0.01% | +50.0% |
| Buy | GRAB HOLDINGS LIMITEDclass a ord | $500,000 | -47.9% | 142,753 | +6.1% | 0.01% | -45.5% | |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $492,000 | -1.4% | 11,634 | +0.4% | 0.01% | 0.0% |
| DFS | Buy | DISCOVER FINL SVCS | $492,000 | +8.6% | 4,463 | +14.0% | 0.01% | +20.0% |
| VIS | VANGUARD WORLD FDSindustrial etf | $485,000 | -4.2% | 2,495 | 0.0% | 0.01% | 0.0% | |
| URI | Buy | UNITED RENTALS INC | $493,000 | +8.1% | 1,387 | +1.1% | 0.01% | +9.1% |
| ULTA | Buy | ULTA BEAUTY INC | $489,000 | +42.2% | 1,227 | +46.9% | 0.01% | +50.0% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $524,000 | +132.9% | 10,428 | +160.6% | 0.01% | +140.0% |
| TWST | TWIST BIOSCIENCE CORP | $522,000 | -36.3% | 10,580 | 0.0% | 0.01% | -36.8% | |
| CMA | Buy | COMERICA INC | $506,000 | +12.7% | 5,600 | +8.4% | 0.01% | +20.0% |
| New | DUOLINGO INC | $519,000 | – | 5,453 | +100.0% | 0.01% | – | |
| STT | Buy | STATE STR CORP | $487,000 | +5.9% | 5,585 | +12.8% | 0.01% | +9.1% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $502,000 | +28.1% | 7,172 | +22.2% | 0.01% | +33.3% |
| PSTG | Sell | PURE STORAGE INCcl a | $524,000 | +2.7% | 14,827 | -5.2% | 0.01% | 0.0% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $523,000 | -5.1% | 3,742 | +28.0% | 0.01% | -7.7% |
| KMB | Sell | KIMBERLY-CLARK CORP | $524,000 | -84.3% | 4,257 | -81.8% | 0.01% | -84.4% |
| CBRE | Buy | CBRE GROUP INCcl a | $505,000 | +0.2% | 5,518 | +18.8% | 0.01% | 0.0% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $505,000 | +21.7% | 5,081 | +25.5% | 0.01% | +20.0% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $483,000 | +108.2% | 3,627 | +142.3% | 0.01% | +140.0% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $514,000 | -10.3% | 4,111 | -0.4% | 0.01% | -7.7% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $523,000 | +11.0% | 23,473 | +8.7% | 0.01% | +9.1% |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $517,000 | +40.1% | 1,065 | +42.6% | 0.01% | +33.3% |
| SRE | Buy | SEMPRA | $503,000 | +52.9% | 2,995 | +20.5% | 0.01% | +50.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $485,000 | -7.3% | 2,621 | +2.5% | 0.01% | 0.0% |
| LNC | Buy | LINCOLN NATL CORP IND | $454,000 | -3.2% | 6,950 | +1.1% | 0.01% | 0.0% |
| DXJ | WISDOMTREE TRjapn hedge eqt | $442,000 | +2.3% | 6,900 | 0.0% | 0.01% | +10.0% | |
| XEL | Buy | XCEL ENERGY INC | $459,000 | +48.5% | 6,354 | +39.3% | 0.01% | +57.1% |
| TSCO | Buy | TRACTOR SUPPLY CO | $480,000 | +20.3% | 2,058 | +23.2% | 0.01% | +22.2% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $473,000 | -25.3% | 7,218 | -7.3% | 0.01% | -26.7% |
| NTAP | Sell | NETAPP INC | $442,000 | -12.3% | 5,330 | -2.7% | 0.01% | -8.3% |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $442,000 | -24.3% | 1,286 | -14.3% | 0.01% | -21.4% |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $444,000 | -5.7% | 5,850 | 0.0% | 0.01% | 0.0% | |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $443,000 | +59.9% | 4,309 | +43.5% | 0.01% | +83.3% |
| PHG | Buy | KONINKLIJKE PHILIPS N V | $458,000 | -13.3% | 15,004 | +4.7% | 0.01% | -8.3% |
| MTB | Buy | M & T BK CORP | $474,000 | +21.2% | 2,796 | +9.7% | 0.01% | +22.2% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $459,000 | -31.1% | 2,907 | -9.9% | 0.01% | -26.7% |
| EXR | Buy | EXTRA SPACE STORAGE INC | $457,000 | +14.2% | 2,225 | +26.1% | 0.01% | +22.2% |
| HNST | HONEST CO INC | $469,000 | -35.6% | 89,975 | 0.0% | 0.01% | -35.3% | |
| ON | Buy | ON SEMICONDUCTOR CORP | $474,000 | +123.6% | 7,569 | +142.0% | 0.01% | +120.0% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $448,000 | +15.5% | 26,791 | +8.9% | 0.01% | +22.2% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $453,000 | +62.4% | 2,300 | +37.9% | 0.01% | +83.3% |
| KEY | Buy | KEYCORP | $455,000 | +5.8% | 20,327 | +9.4% | 0.01% | +10.0% |
| XM | QUALTRICS INTL INC | $476,000 | -19.3% | 16,679 | 0.0% | 0.01% | -21.4% | |
| WELL | Buy | WELLTOWER INC | $449,000 | +16.9% | 4,665 | +4.3% | 0.01% | +22.2% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $472,000 | +44.8% | 4,675 | +53.6% | 0.01% | +37.5% |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $466,000 | – | 7,962 | +100.0% | 0.01% | – |
| BLL | Buy | BALL CORP | $473,000 | -5.8% | 5,252 | +0.7% | 0.01% | -8.3% |
| KRE | SPDR SER TRs&p regl bkg | $459,000 | -2.8% | 6,669 | 0.0% | 0.01% | 0.0% | |
| FUBO | FUBOTV INC | $408,000 | -57.7% | 62,172 | 0.0% | 0.01% | -54.5% | |
| GWW | Buy | GRAINGER W W INC | $436,000 | +26.0% | 845 | +26.7% | 0.01% | +25.0% |
| CGNX | New | COGNEX CORP | $411,000 | – | 5,330 | +100.0% | 0.01% | – |
| Buy | DOMA HOLDINGS INC | $425,000 | +57.4% | 195,862 | +269.0% | 0.01% | +66.7% | |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $417,000 | +31.5% | 3,258 | +30.5% | 0.01% | +42.9% |
| POOL | Buy | POOL CORP | $440,000 | +28.3% | 1,041 | +71.5% | 0.01% | +25.0% |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $415,000 | +7.8% | 2,064 | +19.4% | 0.01% | +11.1% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $403,000 | +3.1% | 3,373 | +0.8% | 0.01% | +11.1% |
| BAX | Buy | BAXTER INTL INC | $423,000 | -5.4% | 5,456 | +4.7% | 0.01% | 0.0% |
| EA | Buy | ELECTRONIC ARTS INC | $411,000 | +26.1% | 3,247 | +31.5% | 0.01% | +25.0% |
| APTV | Sell | APTIV PLC | $401,000 | -76.3% | 3,348 | -67.4% | 0.01% | -74.4% |
| AFRM | Buy | AFFIRM HLDGS INC | $430,000 | -51.1% | 9,299 | +6.4% | 0.01% | -50.0% |
| DPZ | Buy | DOMINOS PIZZA INC | $414,000 | +32.7% | 1,018 | +84.4% | 0.01% | +42.9% |
| AVY | Buy | AVERY DENNISON CORP | $406,000 | +64.4% | 2,333 | +104.6% | 0.01% | +66.7% |
| EQX | EQUINOX GOLD CORP | $414,000 | +22.5% | 50,000 | 0.0% | 0.01% | +25.0% | |
| ROUS | LATTICE STRATEGIES TRhartford us eqty | $428,000 | -4.3% | 10,157 | 0.0% | 0.01% | 0.0% | |
| WY | Buy | WEYERHAEUSER CO MTN BE | $424,000 | +8.2% | 11,174 | +17.4% | 0.01% | +11.1% |
| MCHI | ISHARES TRmsci china etf | $425,000 | -15.8% | 8,040 | 0.0% | 0.01% | -16.7% | |
| TEL | Buy | TE CONNECTIVITY LTD | $400,000 | -0.2% | 3,058 | +23.2% | 0.01% | +11.1% |
| BKR | Buy | BAKER HUGHES COMPANYcl a | $412,000 | +83.9% | 11,302 | +21.3% | 0.01% | +100.0% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $366,000 | +33.6% | 2,095 | +29.6% | 0.01% | +50.0% |
| NDAQ | Buy | NASDAQ INC | $398,000 | +25.2% | 2,233 | +47.6% | 0.01% | +28.6% |
| NFG | Sell | NATIONAL FUEL GAS CO | $370,000 | +6.9% | 5,384 | -0.4% | 0.01% | +12.5% |
| NKTR | Buy | NEKTAR THERAPEUTICS | $395,000 | -60.0% | 73,281 | +0.3% | 0.01% | -60.9% |
| LYV | Buy | LIVE NATION ENTERTAINMENT IN | $365,000 | +28.5% | 3,102 | +30.8% | 0.01% | +28.6% |
| CAG | Sell | CONAGRA BRANDS INC | $383,000 | -3.3% | 11,415 | -1.6% | 0.01% | 0.0% |
| RODM | LATTICE STRATEGIES TRhartford mlt etf | $359,000 | -3.2% | 12,317 | 0.0% | 0.01% | 0.0% | |
| RXDX | PROMETHEUS BIOSCIENCES INC | $378,000 | -4.3% | 10,000 | 0.0% | 0.01% | 0.0% | |
| O | Buy | REALTY INCOME CORP | $365,000 | +10.3% | 5,264 | +13.8% | 0.01% | +12.5% |
| RSG | Buy | REPUBLIC SVCS INC | $390,000 | +27.9% | 2,940 | +34.6% | 0.01% | +28.6% |
| SDY | SPDR SER TRs&p divid etf | $376,000 | -0.8% | 2,933 | 0.0% | 0.01% | 0.0% | |
| SJNK | SPDR SER TRbloomberg sht te | $375,000 | -3.4% | 14,301 | 0.0% | 0.01% | 0.0% | |
| XOP | New | SPDR SER TRs&p oilgas exp | $378,000 | – | 2,809 | +100.0% | 0.01% | – |
| TFI | New | SPDR SER TRnuveen blmbrg mu | $376,000 | – | 7,843 | +100.0% | 0.01% | – |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $395,000 | +46.3% | 5,163 | +6.2% | 0.01% | +50.0% |
| IEI | New | ISHARES TR3 7 yr treas bd | $396,000 | – | 3,244 | +100.0% | 0.01% | – |
| CF | New | CF INDS HLDGS INC | $358,000 | – | 3,471 | +100.0% | 0.01% | – |
| LUV | Buy | SOUTHWEST AIRLS CO | $392,000 | +45.7% | 8,563 | +36.4% | 0.01% | +50.0% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $385,000 | +33.2% | 5,069 | +33.9% | 0.01% | +28.6% |
| TRGP | New | TARGA RES CORP | $379,000 | – | 5,017 | +100.0% | 0.01% | – |
| TSN | Buy | TYSON FOODS INCcl a | $368,000 | +19.1% | 4,104 | +15.6% | 0.01% | +28.6% |
| GDXJ | VANECK ETF TRUSTjunior gold mine | $382,000 | +11.7% | 8,147 | 0.0% | 0.01% | +12.5% | |
| APA | Buy | APA CORPORATION | $368,000 | +79.5% | 8,902 | +16.6% | 0.01% | +80.0% |
| ANSS | Sell | ANSYS INC | $381,000 | -38.8% | 1,198 | -22.9% | 0.01% | -35.7% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $387,000 | -27.8% | 3,851 | -21.6% | 0.01% | -25.0% |
| VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $397,000 | – | 7,930 | +100.0% | 0.01% | – |
| IHRT | IHEARTMEDIA INC | $366,000 | -10.1% | 19,340 | 0.0% | 0.01% | 0.0% | |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $363,000 | – | 7,037 | +100.0% | 0.01% | – |
| HUBS | Buy | HUBSPOT INC | $365,000 | -18.5% | 769 | +13.1% | 0.01% | -10.0% |
| HES | Buy | HESS CORP | $383,000 | +65.8% | 3,582 | +14.9% | 0.01% | +80.0% |
| VIAC | Buy | PARAMOUNT GLOBAL | $387,000 | +44.9% | 10,223 | +15.4% | 0.01% | +50.0% |
| WEC | Buy | WEC ENERGY GROUP INC | $397,000 | +16.8% | 3,979 | +13.5% | 0.01% | +12.5% |
| ALLO | ALLOGENE THERAPEUTICS INC | $392,000 | -38.9% | 43,000 | 0.0% | 0.01% | -40.0% | |
| ZG | Buy | ZILLOW GROUP INCcl a | $363,000 | -21.8% | 7,521 | +0.9% | 0.01% | -18.2% |
| ZION | Buy | ZIONS BANCORPORATION N A | $379,000 | +14.8% | 5,788 | +10.9% | 0.01% | +12.5% |
| WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $382,000 | +6.7% | 1,619 | +7.6% | 0.01% | +12.5% |
| WU | Buy | WESTERN UN CO | $351,000 | +13.6% | 18,705 | +8.1% | 0.01% | +14.3% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $335,000 | +2.8% | 22,901 | +8.4% | 0.01% | 0.0% |
| New | CONSTELLATION ENERGY CORP | $327,000 | – | 5,813 | +100.0% | 0.01% | – | |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $330,000 | +6.1% | 1,642 | +8.0% | 0.01% | +14.3% |
| FE | Buy | FIRSTENERGY CORP | $323,000 | +36.3% | 7,044 | +23.5% | 0.01% | +60.0% |
| HIMS | HIMS & HERS HEALTH INC | $330,000 | -18.7% | 61,928 | 0.0% | 0.01% | -11.1% | |
| AVUV | AMERICAN CENTY ETF TRus sml cp valu | $319,000 | 0.0% | 4,000 | 0.0% | 0.01% | +14.3% | |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $338,000 | +23.8% | 4,712 | +19.1% | 0.01% | +33.3% |
| QRVO | New | QORVO INC | $350,000 | – | 2,821 | +100.0% | 0.01% | – |
| ENTG | New | ENTEGRIS INC | $328,000 | – | 2,501 | +100.0% | 0.01% | – |
| KKR | New | KKR & CO INC | $352,000 | – | 6,017 | +100.0% | 0.01% | – |
| BIIB | Buy | BIOGEN INC | $321,000 | +33.2% | 1,525 | +52.0% | 0.01% | +33.3% |
| New | J P MORGAN EXCHANGE-TRADED F | $343,000 | – | 7,148 | +100.0% | 0.01% | – | |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $348,000 | – | 10,792 | +100.0% | 0.01% | – |
| DOV | Buy | DOVER CORP | $323,000 | -4.4% | 2,056 | +10.4% | 0.01% | 0.0% |
| BHP | Buy | BHP GROUP LTDsponsored ads | $355,000 | +74.9% | 4,600 | +36.7% | 0.01% | +60.0% |
| LNG | New | CHENIERE ENERGY INC | $330,000 | – | 2,382 | +100.0% | 0.01% | – |
| EFX | Sell | EQUIFAX INC | $330,000 | -36.4% | 1,394 | -21.4% | 0.01% | -33.3% |
| IPO | Buy | RENAISSANCE CAP GREENWICH FDipo etf | $347,000 | -23.7% | 7,873 | +0.1% | 0.01% | -27.3% |
| FXI | ISHARES TRchina lg-cap etf | $325,000 | -12.6% | 10,159 | 0.0% | 0.01% | -11.1% | |
| RJF | Buy | RAYMOND JAMES FINL INC | $347,000 | +40.5% | 3,156 | +28.5% | 0.01% | +33.3% |
| IRM | Buy | IRON MTN INC NEW | $330,000 | +18.7% | 5,954 | +12.0% | 0.01% | +33.3% |
| ES | Buy | EVERSOURCE ENERGY | $323,000 | +2.5% | 3,658 | +5.7% | 0.01% | +14.3% |
| VFC | Buy | V F CORP | $324,000 | -21.7% | 5,694 | +0.7% | 0.01% | -20.0% |
| Buy | NEW FOUND GOLD CORP | $337,000 | -11.1% | 55,000 | +3.8% | 0.01% | -11.1% | |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $333,000 | +11.7% | 864 | +27.6% | 0.01% | +14.3% |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $326,000 | -26.4% | 3,157 | -4.4% | 0.01% | -20.0% |
| FMC | Buy | FMC CORP | $339,000 | +44.3% | 2,580 | +20.7% | 0.01% | +60.0% |
| SYF | Buy | SYNCHRONY FINANCIAL | $285,000 | -14.7% | 8,200 | +13.9% | 0.01% | -12.5% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $310,000 | +30.3% | 11,174 | +39.2% | 0.01% | +16.7% |
| EIX | Buy | EDISON INTL | $314,000 | +13.4% | 4,478 | +10.1% | 0.01% | +16.7% |
| CSGP | New | COSTAR GROUP INC | $305,000 | – | 4,580 | +100.0% | 0.01% | – |
| UAL | Sell | UNITED AIRLS HLDGS INC | $307,000 | -13.0% | 6,617 | -17.8% | 0.01% | -12.5% |
| ZNGA | Buy | ZYNGA INCcl a | $285,000 | +68.6% | 30,842 | +17.1% | 0.01% | +75.0% |
| ESGU | ISHARES TResg awr msci usa | $279,000 | -6.1% | 2,756 | 0.0% | 0.01% | 0.0% | |
| SPIB | New | SPDR SER TRportfolio intrmd | $276,000 | – | 8,081 | +100.0% | 0.01% | – |
| BXMT | Buy | BLACKSTONE MTG TR INC | $290,000 | +4.3% | 9,134 | +0.7% | 0.01% | +16.7% |
| REAL | THE REALREAL INC | $290,000 | -37.5% | 40,000 | 0.0% | 0.01% | -36.4% | |
| CDAY | New | CERIDIAN HCM HLDG INC | $301,000 | – | 4,404 | +100.0% | 0.01% | – |
| SONY | New | SONY GROUP CORPORATIONsponsored adr | $273,000 | – | 2,656 | +100.0% | 0.01% | – |
| GNRC | Sell | GENERAC HLDGS INC | $310,000 | -42.1% | 1,042 | -31.4% | 0.01% | -41.7% |
| CTXS | Buy | CITRIX SYS INC | $298,000 | +38.6% | 2,950 | +29.7% | 0.01% | +40.0% |
| CHT | Buy | CHUNGHWA TELECOM CO LTDspon adr new11 | $292,000 | +44.6% | 6,572 | +37.1% | 0.01% | +40.0% |
| LW | Sell | LAMB WESTON HLDGS INC | $283,000 | -10.4% | 4,724 | -5.3% | 0.01% | 0.0% |
| LVS | Sell | LAS VEGAS SANDS CORP | $307,000 | +2.7% | 7,900 | -0.7% | 0.01% | 0.0% |
| ASAN | New | ASANA INCcl a | $299,000 | – | 7,492 | +100.0% | 0.01% | – |
| HLIO | Sell | HELIOS TECHNOLOGIES INC | $313,000 | -25.5% | 3,901 | -2.3% | 0.01% | -30.0% |
| AME | Buy | AMETEK INC | $290,000 | +7.4% | 2,175 | +18.7% | 0.01% | +16.7% |
| DRE | New | DUKE REALTY CORP | $292,000 | – | 5,037 | +100.0% | 0.01% | – |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $280,000 | -8.5% | 3,739 | +100.2% | 0.01% | 0.0% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $311,000 | -33.5% | 1,998 | -21.9% | 0.01% | -36.4% |
| MKC | Buy | MCCORMICK & CO INC | $287,000 | +10.8% | 2,873 | +7.1% | 0.01% | +16.7% |
| ARW | Buy | ARROW ELECTRS INC | $313,000 | -8.7% | 2,639 | +3.2% | 0.01% | -12.5% |
| NTRS | Buy | NORTHERN TR CORP | $279,000 | +2.2% | 2,399 | +5.1% | 0.01% | +16.7% |
| KDP | Buy | KEURIG DR PEPPER INC | $289,000 | +39.6% | 7,621 | +35.9% | 0.01% | +40.0% |
| ABMD | Buy | ABIOMED INC | $299,000 | +42.4% | 902 | +53.9% | 0.01% | +40.0% |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $276,000 | +15.0% | 6,713 | 0.0% | 0.01% | +16.7% | |
| MAS | Buy | MASCO CORP | $310,000 | -1.0% | 6,070 | +36.0% | 0.01% | 0.0% |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $286,000 | – | 3,627 | +100.0% | 0.01% | – |
| PBA | Sell | PEMBINA PIPELINE CORP | $301,000 | +5.6% | 8,015 | -14.8% | 0.01% | 0.0% |
| VMC | Sell | VULCAN MATLS CO | $274,000 | -11.9% | 1,491 | -0.4% | 0.01% | 0.0% |
| BBY | Buy | BEST BUY INC | $300,000 | +4.2% | 3,299 | +16.3% | 0.01% | 0.0% |
| WAB | Buy | WABTEC | $301,000 | +26.5% | 3,133 | +21.4% | 0.01% | +16.7% |
| CALX | New | CALIX INC | $276,000 | – | 6,436 | +100.0% | 0.01% | – |
| TYL | Buy | TYLER TECHNOLOGIES INC | $274,000 | +36.3% | 617 | +65.4% | 0.01% | +40.0% |
| New | MATTERPORT INC | $310,000 | – | 38,128 | +100.0% | 0.01% | – | |
| WAT | Buy | WATERS CORP | $282,000 | -5.4% | 909 | +13.5% | 0.01% | 0.0% |
| AEE | Buy | AMEREN CORP | $305,000 | +21.0% | 3,258 | +15.2% | 0.01% | +16.7% |
| STE | Buy | STERIS PLC | $284,000 | +32.7% | 1,176 | +33.5% | 0.01% | +40.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $295,000 | -8.4% | 5,529 | +94.3% | 0.01% | 0.0% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $231,000 | -49.1% | 1,395 | -42.0% | 0.01% | -40.0% |
| MELI | New | MERCADOLIBRE INC | $246,000 | – | 207 | +100.0% | 0.01% | – |
| ZEN | New | ZENDESK INC | $253,000 | – | 2,106 | +100.0% | 0.01% | – |
| New | HF SINCLAIR CORPORATION | $264,000 | – | 6,616 | +100.0% | 0.01% | – | |
| COUCHBASE INC | $260,000 | -30.1% | 14,900 | 0.0% | 0.01% | -33.3% | ||
| TAP | Buy | MOLSON COORS BEVERAGE COcl b | $242,000 | +18.6% | 4,533 | +3.0% | 0.01% | +20.0% |
| VNT | New | VONTIER CORPORATION | $252,000 | – | 9,932 | +100.0% | 0.01% | – |
| PPG | Sell | PPG INDS INC | $260,000 | -44.1% | 1,981 | -26.6% | 0.01% | -45.5% |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $251,000 | +2.0% | 13,742 | +0.2% | 0.01% | 0.0% |
| NTR | New | NUTRIEN LTD | $236,000 | – | 2,270 | +100.0% | 0.01% | – |
| MKSI | New | MKS INSTRS INC | $258,000 | – | 1,721 | +100.0% | 0.01% | – |
| MPLX | Sell | MPLX LP | $263,000 | -42.6% | 7,913 | -48.8% | 0.01% | -45.5% |
| CP | Sell | CANADIAN PAC RY LTD | $250,000 | -10.7% | 3,032 | -22.2% | 0.01% | 0.0% |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $250,000 | +11.6% | 3,368 | +60.5% | 0.01% | +20.0% |
| ATUS | Buy | ALTICE USA INCcl a | $252,000 | +53.7% | 20,165 | +99.2% | 0.01% | +50.0% |
| CHPT | CHARGEPOINT HOLDINGS INC | $249,000 | +4.2% | 12,550 | 0.0% | 0.01% | 0.0% | |
| DT | New | DYNATRACE INC | $246,000 | – | 5,233 | +100.0% | 0.01% | – |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $248,000 | -9.5% | 3,215 | +0.1% | 0.01% | 0.0% |
| DIDI | New | DIDI GLOBAL INCsponsored ads | $265,000 | – | 105,819 | +100.0% | 0.01% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $262,000 | – | 4,903 | +100.0% | 0.01% | – |
| EMN | Buy | EASTMAN CHEM CO | $238,000 | -7.0% | 2,124 | +0.3% | 0.01% | 0.0% |
| TRTX | TPG RE FIN TR INC | $248,000 | -4.2% | 20,985 | 0.0% | 0.01% | 0.0% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $240,000 | -14.6% | 2,303 | -1.3% | 0.01% | 0.0% |
| LHDX | Buy | LUCIRA HEALTH INC | $265,000 | -57.9% | 74,095 | +1.2% | 0.01% | -60.0% |
| IP | New | INTERNATIONAL PAPER CO | $252,000 | – | 5,463 | +100.0% | 0.01% | – |
| FICO | New | FAIR ISAAC CORP | $261,000 | – | 559 | +100.0% | 0.01% | – |
| VHT | VANGUARD WORLD FDShealth car etf | $272,000 | -4.6% | 1,068 | 0.0% | 0.01% | -14.3% | |
| CNP | New | CENTERPOINT ENERGY INC | $239,000 | – | 7,801 | +100.0% | 0.01% | – |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $263,000 | +21.8% | 3,578 | +20.0% | 0.01% | +20.0% |
| CVNA | New | CARVANA COcl a | $240,000 | – | 2,016 | +100.0% | 0.01% | – |
| ESTC | Sell | ELASTIC N V | $259,000 | -34.9% | 2,914 | -9.8% | 0.01% | -33.3% |
| YMM | New | FULL TRUCK ALLIANCE CO LTDsponsored ads | $251,000 | – | 37,561 | +100.0% | 0.01% | – |
| ALK | Buy | ALASKA AIR GROUP INC | $261,000 | +16.5% | 4,505 | +4.8% | 0.01% | +20.0% |
| WIX | New | WIX COM LTD | $271,000 | – | 2,596 | +100.0% | 0.01% | – |
| PKI | Buy | PERKINELMER INC | $260,000 | +3.2% | 1,492 | +19.2% | 0.01% | 0.0% |
| ALB | Sell | ALBEMARLE CORP | $259,000 | -21.8% | 1,170 | -17.4% | 0.01% | -25.0% |
| TRMB | Buy | TRIMBLE INC | $252,000 | -1.2% | 3,499 | +19.7% | 0.01% | 0.0% |
| EEM | New | ISHARES TRmsci emg mkt etf | $245,000 | – | 5,423 | +100.0% | 0.01% | – |
| NSTCU | NORTHERN STAR INVEST CORP IIunit 02/25/2028 | $242,000 | -1.2% | 24,700 | 0.0% | 0.01% | 0.0% | |
| GDDY | New | GODADDY INCcl a | $249,000 | – | 2,974 | +100.0% | 0.01% | – |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $268,000 | +11.2% | 40,530 | +6.7% | 0.01% | 0.0% |
| DISH | New | DISH NETWORK CORPORATIONcl a | $255,000 | – | 8,067 | +100.0% | 0.01% | – |
| COUP | New | COUPA SOFTWARE INC | $243,000 | – | 2,389 | +100.0% | 0.01% | – |
| CZR | New | CAESARS ENTERTAINMENT INC NE | $238,000 | – | 3,074 | +100.0% | 0.01% | – |
| ROOT | Sell | ROOT INC | $231,000 | -40.0% | 117,197 | -5.7% | 0.01% | -33.3% |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $257,000 | – | 5,420 | +100.0% | 0.01% | – |
| UNM | New | UNUM GROUP | $242,000 | – | 7,687 | +100.0% | 0.01% | – |
| ATO | New | ATMOS ENERGY CORP | $238,000 | – | 1,993 | +100.0% | 0.01% | – |
| DTE | New | DTE ENERGY CO | $231,000 | – | 1,744 | +100.0% | 0.01% | – |
| ZUO | Sell | ZUORA INC | $234,000 | -22.8% | 15,621 | -3.8% | 0.01% | -14.3% |
| VTR | New | VENTAS INC | $237,000 | – | 3,843 | +100.0% | 0.01% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $265,000 | – | 821 | +100.0% | 0.01% | – |
| Buy | ROBINHOOD MKTS INC | $256,000 | -15.2% | 18,979 | +11.5% | 0.01% | -14.3% | |
| EDV | New | VANGUARD WORLD FDextended dur | $251,000 | – | 2,060 | +100.0% | 0.01% | – |
| WEX | New | WEX INC | $206,000 | – | 1,152 | +100.0% | 0.01% | – |
| K | New | KELLOGG CO | $202,000 | – | 3,128 | +100.0% | 0.01% | – |
| SMG | Buy | SCOTTS MIRACLE-GRO COcl a | $200,000 | -17.0% | 1,630 | +8.7% | 0.01% | -16.7% |
| QUAL | ISHARES TRmsci usa qlt fct | $220,000 | -7.6% | 1,637 | 0.0% | 0.01% | -16.7% | |
| SGEN | New | SEAGEN INC | $215,000 | – | 1,495 | +100.0% | 0.01% | – |
| RHI | New | ROBERT HALF INTL INC | $208,000 | – | 1,820 | +100.0% | 0.01% | – |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $226,000 | -3.0% | 2,206 | -1.1% | 0.01% | 0.0% |
| RPD | Buy | RAPID7 INC | $223,000 | -5.1% | 2,001 | +0.1% | 0.01% | 0.0% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $227,000 | -27.2% | 1,658 | -8.1% | 0.01% | -28.6% |
| PWR | New | QUANTA SVCS INC | $220,000 | – | 1,672 | +100.0% | 0.01% | – |
| BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $230,000 | – | 4,067 | +100.0% | 0.01% | – |
| CLX | Sell | CLOROX CO DEL | $225,000 | -49.1% | 1,619 | -36.2% | 0.01% | -50.0% |
| BXP | New | BOSTON PROPERTIES INC | $217,000 | – | 1,686 | +100.0% | 0.01% | – |
| BLDE | New | BLADE AIR MOBILITY INC | $189,000 | – | 22,299 | +100.0% | 0.01% | – |
| ETR | New | ENTERGY CORP NEW | $210,000 | – | 1,800 | +100.0% | 0.01% | – |
| IGM | ISHARES TRexpnd tec sc etf | $229,000 | -11.6% | 590 | 0.0% | 0.01% | -16.7% | |
| LPLA | New | LPL FINL HLDGS INC | $226,000 | – | 1,236 | +100.0% | 0.01% | – |
| PBCT | New | PEOPLES UNITED FINANCIAL INC | $207,000 | – | 10,362 | +100.0% | 0.01% | – |
| PTON | Buy | PELOTON INTERACTIVE INC | $219,000 | -20.9% | 8,281 | +7.1% | 0.01% | -16.7% |
| LEN | Sell | LENNAR CORPcl a | $216,000 | -38.3% | 2,667 | -11.5% | 0.01% | -37.5% |
| EEFT | New | EURONET WORLDWIDE INC | $215,000 | – | 1,650 | +100.0% | 0.01% | – |
| AVT | New | AVNET INC | $221,000 | – | 5,453 | +100.0% | 0.01% | – |
| PKG | New | PACKAGING CORP AMER | $214,000 | – | 1,373 | +100.0% | 0.01% | – |
| PXH | New | INVESCO EXCH TRADED FD TR IIftse rafi emng | $207,000 | – | 9,940 | +100.0% | 0.01% | – |
| PPL | Sell | PPL CORP | $226,000 | -13.4% | 7,901 | -9.2% | 0.01% | -16.7% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $215,000 | -2.3% | 3,201 | 0.0% | 0.01% | 0.0% | |
| RAMP | Buy | LIVERAMP HLDGS INC | $212,000 | +4.4% | 5,661 | +33.6% | 0.01% | 0.0% |
| INFY | New | INFOSYS LTDsponsored adr | $220,000 | – | 8,823 | +100.0% | 0.01% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $211,000 | – | 2,458 | +100.0% | 0.01% | – |
| MAA | New | MID-AMER APT CMNTYS INC | $209,000 | – | 996 | +100.0% | 0.01% | – |
| ONCT | Buy | ONCTERNAL THERAPEUTICS INC | $201,000 | +22.6% | 144,434 | +100.0% | 0.01% | +25.0% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $206,000 | -47.7% | 4,190 | -50.6% | 0.01% | -44.4% |
| WDC | Sell | WESTERN DIGITAL CORP. | $215,000 | -67.9% | 4,321 | -57.9% | 0.01% | -66.7% |
| PEAK | New | HEALTHPEAK PROPERTIES INC | $227,000 | – | 6,616 | +100.0% | 0.01% | – |
| QVAL | New | ALPHA ARCHITECT ETF TRus quan value | $220,000 | – | 6,026 | +100.0% | 0.01% | – |
| NVG | NUVEEN AMT FREE MUN CR INC F | $214,000 | -17.4% | 14,441 | 0.0% | 0.01% | -16.7% | |
| YETI | New | YETI HLDGS INC | $223,000 | – | 3,721 | +100.0% | 0.01% | – |
| NVS | New | NOVARTIS AGsponsored adr | $201,000 | – | 2,296 | +100.0% | 0.01% | – |
| New | MANDIANT INC | $215,000 | – | 9,622 | +100.0% | 0.01% | – | |
| LNT | Sell | ALLIANT ENERGY CORP | $221,000 | -3.5% | 3,531 | -5.2% | 0.01% | 0.0% |
| MKTX | Buy | MARKETAXESS HLDGS INC | $228,000 | -4.6% | 669 | +15.3% | 0.01% | -16.7% |
| IVZ | Sell | INVESCO LTD | $205,000 | -8.9% | 8,894 | -9.2% | 0.01% | 0.0% |
| GPC | New | GENUINE PARTS CO | $214,000 | – | 1,699 | +100.0% | 0.01% | – |
| NRZ | Buy | NEW RESIDENTIAL INVT CORP | $192,000 | +16.4% | 17,454 | +13.3% | 0.01% | +25.0% |
| GRMN | New | GARMIN LTD | $209,000 | – | 1,758 | +100.0% | 0.01% | – |
| GLOB | New | GLOBANT S A | $213,000 | – | 813 | +100.0% | 0.01% | – |
| NRG | New | NRG ENERGY INC | $208,000 | – | 5,416 | +100.0% | 0.01% | – |
| RCL | New | ROYAL CARIBBEAN GROUP | $205,000 | – | 2,444 | +100.0% | 0.01% | – |
| RY | New | ROYAL BK CDA | $217,000 | – | 1,964 | +100.0% | 0.01% | – |
| KMX | Buy | CARMAX INC | $214,000 | -5.7% | 2,218 | +27.4% | 0.01% | 0.0% |
| CAH | New | CARDINAL HEALTH INC | $211,000 | – | 3,726 | +100.0% | 0.01% | – |
| SBH | Sell | SALLY BEAUTY HLDGS INC | $222,000 | -15.6% | 14,214 | -0.1% | 0.01% | -16.7% |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $166,000 | +225.5% | 69,076 | +244.4% | 0.00% | +300.0% |
| ONEM | New | 1LIFE HEALTHCARE INC | $154,000 | – | 13,922 | +100.0% | 0.00% | – |
| TPIC | Sell | TPI COMPOSITES INC | $180,000 | -6.7% | 12,804 | -0.8% | 0.00% | 0.0% |
| PSNL | PERSONALIS INC | $180,000 | -42.7% | 22,000 | 0.0% | 0.00% | -42.9% | |
| AMCR | Sell | AMCOR PLCord | $182,000 | -18.8% | 16,042 | -14.2% | 0.00% | -20.0% |
| UP | WHEELS UP EXPERIENCE INC | $162,000 | -32.8% | 51,997 | 0.0% | 0.00% | -33.3% | |
| VTRS | New | VIATRIS INC | $163,000 | – | 14,970 | +100.0% | 0.00% | – |
| SMFG | New | SUMITOMO MITSUI FINL GROUP Isponsored adr | $147,000 | – | 23,483 | +100.0% | 0.00% | – |
| MFG | Buy | MIZUHO FINANCIAL GROUP INCsponsored adr | $160,000 | +370.6% | 62,247 | +372.5% | 0.00% | +300.0% |
| XERIS BIOPHARMA HOLDINGS INC | $128,000 | -12.9% | 50,169 | 0.0% | 0.00% | 0.0% | ||
| HIPPO HLDGS INC | $129,000 | -29.9% | 65,050 | 0.0% | 0.00% | -25.0% | ||
| BKCC | Sell | BLACKROCK CAP INVT CORP | $139,000 | -18.2% | 32,964 | -22.6% | 0.00% | -25.0% |
| Buy | ARCHER AVIATION INC | $113,000 | +21.5% | 23,398 | +52.2% | 0.00% | +50.0% | |
| ALHC | New | ALIGNMENT HEALTHCARE INC | $112,000 | – | 10,000 | +100.0% | 0.00% | – |
| New | INSPIRA TECHNOLOGIES OXY BHN | $134,000 | – | 51,949 | +100.0% | 0.00% | – | |
| PAA | Sell | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $127,000 | -58.5% | 11,778 | -64.0% | 0.00% | -57.1% |
| VELO3D INC | $127,000 | +18.7% | 13,658 | 0.0% | 0.00% | +50.0% | ||
| MOVE | MOVANO INC | $114,000 | -28.8% | 42,214 | 0.0% | 0.00% | -25.0% | |
| CODX | CO-DIAGNOSTICS INC | $90,000 | -30.2% | 14,500 | 0.0% | 0.00% | -33.3% | |
| NWG | New | NATWEST GROUP PLCspons adr 2 ord | $65,000 | – | 11,480 | +100.0% | 0.00% | – |
| JFR | NUVEEN FLOATING RATE INCOME | $104,000 | -1.9% | 10,378 | 0.0% | 0.00% | 0.0% | |
| ASX | New | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $81,000 | – | 11,430 | +100.0% | 0.00% | – |
| FURY | FURY GOLD MINES LIMITED | $82,000 | +5.1% | 121,455 | 0.0% | 0.00% | 0.0% | |
| NLY | New | ANNALY CAPITAL MANAGEMENT IN | $87,000 | – | 12,357 | +100.0% | 0.00% | – |
| PACB | New | PACIFIC BIOSCIENCES CALIF IN | $104,000 | – | 11,424 | +100.0% | 0.00% | – |
| DSEY | New | DIVERSEY HLDGS LTD | $85,000 | – | 11,273 | +100.0% | 0.00% | – |
| BBVA | New | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $66,000 | – | 11,668 | +100.0% | 0.00% | – |
| CS | New | CREDIT SUISSE GROUPsponsored adr | $79,000 | – | 10,113 | +100.0% | 0.00% | – |
| SYRS | SYROS PHARMACEUTICALS INC | $33,000 | -63.7% | 27,800 | 0.0% | 0.00% | -50.0% | |
| SKLZ | New | SKILLZ INC | $32,000 | – | 10,588 | +100.0% | 0.00% | – |
| UWMC | Sell | UWM HOLDINGS CORPORATION | $52,000 | -23.5% | 11,395 | -1.1% | 0.00% | -50.0% |
| CNDT | New | CONDUENT INC | $57,000 | – | 11,009 | +100.0% | 0.00% | – |
| MFA | New | MFA FINL INC | $42,000 | – | 10,479 | +100.0% | 0.00% | – |
| SRNE | New | SORRENTO THERAPEUTICS INC | $23,000 | – | 10,000 | +100.0% | 0.00% | – |
| NMR | New | NOMURA HLDGS INCsponsored adr | $52,000 | – | 12,430 | +100.0% | 0.00% | – |
| SAN | New | BANCO SANTANDER S.A.adr | $35,000 | – | 10,426 | +100.0% | 0.00% | – |
| CLOV | New | CLOVER HEALTH INVESTMENTS CO | $62,000 | – | 17,466 | +100.0% | 0.00% | – |
| GLYC | GLYCOMIMETICS INC | $44,000 | -20.0% | 38,363 | 0.0% | 0.00% | 0.0% | |
| NDRA | ENDRA LIFE SCIENCES INC | $7,000 | -41.7% | 17,111 | 0.0% | 0.00% | – | |
| XCUR | EXICURE INC | $9,000 | 0.0% | 44,445 | 0.0% | 0.00% | – | |
| PAGP | Exit | PLAINS GP HLDGS L Pltd partnr int a | $0 | – | -11,360 | -100.0% | -0.00% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -975 | -100.0% | -0.01% | – |
| BFB | Exit | BROWN FORMAN CORPcl b | $0 | – | -3,185 | -100.0% | -0.01% | – |
| BYND | Exit | BEYOND MEAT INC | $0 | – | -3,438 | -100.0% | -0.01% | – |
| BIGC | Exit | BIGCOMMERCE HLDGS INC | $0 | – | -5,655 | -100.0% | -0.01% | – |
| Exit | BATH & BODY WORKS INC | $0 | – | -3,353 | -100.0% | -0.01% | – | |
| LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -15,943 | -100.0% | -0.01% | – |
| J | Exit | JACOBS ENGR GROUP INC | $0 | – | -1,473 | -100.0% | -0.01% | – |
| RXL | Exit | PROSHARES TR | $0 | – | -2,010 | -100.0% | -0.01% | – |
| PRG | Exit | PROG HOLDINGS INC | $0 | – | -5,215 | -100.0% | -0.01% | – |
| IPGP | Exit | IPG PHOTONICS CORP | $0 | – | -1,224 | -100.0% | -0.01% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -2,429 | -100.0% | -0.01% | – |
| FLGT | Exit | FULGENT GENETICS INC | $0 | – | -2,507 | -100.0% | -0.01% | – |
| NDSN | Exit | NORDSON CORP | $0 | – | -1,066 | -100.0% | -0.01% | – |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -1,415 | -100.0% | -0.01% | – |
| LOB | Exit | LIVE OAK BANCSHARES INC | $0 | – | -3,000 | -100.0% | -0.01% | – |
| IR | Exit | INGERSOLL RAND INC | $0 | – | -4,005 | -100.0% | -0.01% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -6,192 | -100.0% | -0.01% | – |
| UDR | Exit | UDR INC | $0 | – | -3,990 | -100.0% | -0.01% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -6,762 | -100.0% | -0.01% | – |
| LBAI | Exit | LAKELAND BANCORP INC | $0 | – | -16,066 | -100.0% | -0.01% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -1,981 | -100.0% | -0.01% | – |
| SKYY | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -2,784 | -100.0% | -0.01% | – |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -12,024 | -100.0% | -0.01% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -2,157 | -100.0% | -0.01% | – |
| CERN | Exit | CERNER CORP | $0 | – | -4,341 | -100.0% | -0.01% | – |
| EMLP | Exit | FIRST TR EXCHANGE-TRADED FDno amer energy | $0 | – | -17,669 | -100.0% | -0.01% | – |
| INFO | Exit | IHS MARKIT LTD | $0 | – | -4,328 | -100.0% | -0.01% | – |
| CRL | Exit | CHARLES RIV LABS INTL INC | $0 | – | -1,893 | -100.0% | -0.02% | – |
| KOD | Exit | KODIAK SCIENCES INC | $0 | – | -8,385 | -100.0% | -0.02% | – |
| AMJ | Exit | JPMORGAN CHASE & COalerian ml etn | $0 | – | -49,173 | -100.0% | -0.02% | – |
| ALLY | Exit | ALLY FINL INC | $0 | – | -19,056 | -100.0% | -0.02% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -7,273 | -100.0% | -0.02% | – |
| XLNX | Exit | XILINX INC | $0 | – | -5,229 | -100.0% | -0.03% | – |
| OIH | Exit | VANECK ETF TRUSToil services etf | $0 | – | -10,704 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 11.8% |
| ISHARES TR | 16 | Q3 2023 | 9.0% |
| META PLATFORMS INC | 16 | Q3 2023 | 6.8% |
| APPLE INC | 16 | Q3 2023 | 6.0% |
| INVESCO QQQ TR | 16 | Q3 2023 | 7.6% |
| MICROSOFT CORP | 16 | Q3 2023 | 4.3% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 4.2% |
| AMAZON COM INC | 16 | Q3 2023 | 3.1% |
| ALPHABET INC | 16 | Q3 2023 | 4.5% |
| SALESFORCE INC | 16 | Q3 2023 | 3.2% |
View IEQ CAPITAL, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-31 |
| 13F-HR | 2021-11-09 |
View IEQ CAPITAL, 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.