$479 Thousand is the total value of HBW ADVISORY SERVICES LLC's 295 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 37.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
Buy | ULTIMUS MANAGERS TRq3 all seasn act | $30,052 | +2.3% | 1,103,706 | +4.0% | 6.27% | -1.5% | |
VOO | Buy | VANGUARD INDEX FDS | $26,169 | -2.9% | 66,640 | +0.7% | 5.46% | -6.5% |
JEPI | Sell | J P MORGAN EXCHANGE TRADED Fequity premium | $23,369 | -6.6% | 336,311 | -25.6% | 4.88% | -10.1% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $10,450 | +34.5% | 29,169 | +38.7% | 2.18% | +29.4% |
AAPL | Sell | APPLE INC | $8,073 | -21.1% | 47,154 | -10.6% | 1.68% | -24.1% |
SPTS | Buy | SPDR SER TRportfolio sh tsr | $7,762 | +88.4% | 270,271 | +88.8% | 1.62% | +81.2% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $7,307 | +0.9% | 70,719 | +3.6% | 1.52% | -2.9% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $7,173 | +13.9% | 101,365 | +16.9% | 1.50% | +9.6% |
COWZ | Buy | PACER FDS TRus cash cows 100 | $6,967 | +6.7% | 140,947 | +3.3% | 1.45% | +2.6% |
MSFT | Sell | MICROSOFT CORP | $6,962 | -15.0% | 22,050 | -8.3% | 1.45% | -18.2% |
AMZN | Buy | AMAZON COM INC | $6,545 | +77.5% | 45,493 | +60.8% | 1.37% | +70.8% |
FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $6,522 | – | 155,078 | +100.0% | 1.36% | – |
QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $4,950 | +71.3% | 295,175 | +81.3% | 1.03% | +64.8% |
HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $4,907 | +28.4% | 125,071 | +29.7% | 1.02% | +23.5% |
PAVE | Buy | GLOBAL X FDSus infr dev etf | $4,779 | +301.6% | 157,325 | +315.5% | 1.00% | +286.8% |
CMCSA | Sell | COMCAST CORP NEWcl a | $4,627 | -9.5% | 104,363 | -15.1% | 0.97% | -12.8% |
UNH | Sell | UNITEDHEALTH GROUP INC | $4,592 | +50.3% | 9,107 | -7.5% | 0.96% | +44.5% |
SPTM | Sell | SPDR SER TRportfoli s&p1500 | $4,491 | -16.8% | 85,551 | -13.8% | 0.94% | -20.0% |
MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $4,426 | +1713.9% | 58,371 | +1807.5% | 0.92% | +1643.4% |
V | Sell | VISA INC | $4,384 | -16.2% | 19,058 | -13.4% | 0.92% | -19.3% |
GINN | Sell | GOLDMAN SACHS ETF TRinnovat eq etf | $4,341 | -26.2% | 92,956 | -22.3% | 0.91% | -28.9% |
CRM | Sell | SALESFORCE INC | $4,210 | -16.7% | 20,762 | -13.2% | 0.88% | -19.7% |
SPSB | Buy | SPDR SER TRportfolio short | $4,109 | +68.2% | 140,148 | +68.9% | 0.86% | +61.9% |
UTG | Buy | REAVES UTIL INCOME FD | $4,070 | +22.1% | 165,115 | +35.9% | 0.85% | +17.6% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $4,063 | -7.9% | 31,052 | -15.7% | 0.85% | -11.4% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $3,909 | -14.9% | 23,847 | -9.7% | 0.82% | -18.1% |
CI | Sell | THE CIGNA GROUP | $3,847 | -12.2% | 13,447 | -13.9% | 0.80% | -15.5% |
UNP | Sell | UNION PAC CORP | $3,827 | -12.4% | 18,793 | -12.0% | 0.80% | -15.6% |
TSLA | Buy | TESLA INC | $3,817 | +61.1% | 15,257 | +68.6% | 0.80% | +55.1% |
SPAB | Buy | SPDR SER TRportfolio agrgte | $3,623 | +10.2% | 148,856 | +14.9% | 0.76% | +6.0% |
INTU | Sell | INTUIT | $3,621 | -10.9% | 7,088 | -20.1% | 0.76% | -14.2% |
SBUX | Sell | STARBUCKS CORP | $3,610 | -17.1% | 39,550 | -10.0% | 0.75% | -20.1% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $3,548 | +51.6% | 94,898 | +62.6% | 0.74% | +46.2% |
O | Buy | REALTY INCOME CORP | $3,515 | -15.0% | 70,391 | +1.8% | 0.73% | -18.1% |
STIP | Sell | ISHARES TR0-5 yr tips etf | $3,509 | -1.6% | 36,201 | -0.9% | 0.73% | -5.3% |
PYPL | Buy | PAYPAL HLDGS INC | $3,500 | +1.5% | 59,875 | +15.9% | 0.73% | -2.3% |
EBIZ | Buy | GLOBAL X FDS | $3,460 | +24.3% | 191,272 | +27.0% | 0.72% | +19.5% |
NKE | Buy | NIKE INCcl b | $3,390 | -12.2% | 35,449 | +1.3% | 0.71% | -15.4% |
AVGO | Buy | BROADCOM INC | $3,328 | +27.2% | 4,008 | +32.9% | 0.70% | +22.6% |
DIS | Buy | DISNEY WALT CO | $3,317 | -9.0% | 40,925 | +0.2% | 0.69% | -12.5% |
PEP | Buy | PEPSICO INC | $3,266 | +386.7% | 19,274 | +432.1% | 0.68% | +367.1% |
DGRW | Sell | WISDOMTREE TRus qtly div grt | $3,173 | -4.8% | 49,977 | -0.0% | 0.66% | -8.4% |
GCOW | Buy | PACER FDS TRglobl cash etf | $3,137 | +98.2% | 96,416 | +101.9% | 0.66% | +91.0% |
MILN | Buy | GLOBAL X FDSmillennial consu | $3,028 | -1.8% | 99,578 | +2.9% | 0.63% | -5.5% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,987 | +150.4% | 21,078 | +164.5% | 0.62% | +140.5% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $2,901 | -1.2% | 93,549 | +3.7% | 0.61% | -4.9% |
DG | Buy | DOLLAR GEN CORP NEW | $2,766 | -15.7% | 26,145 | +35.2% | 0.58% | -19.0% |
XAR | Sell | SPDR SER TRaerospace def | $2,756 | +774.9% | 24,582 | -15.1% | 0.58% | +745.6% |
QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $2,728 | +4.5% | 18,782 | +5.9% | 0.57% | +0.5% |
LOW | New | LOWES COS INC | $2,725 | – | 13,111 | +100.0% | 0.57% | – |
PAYC | New | PAYCOM SOFTWARE INC | $2,681 | – | 10,572 | +100.0% | 0.56% | – |
PJUL | Buy | INNOVATOR ETFS TRus eqty pwr buf | $2,654 | +66.4% | 78,763 | +68.9% | 0.55% | +60.1% |
MCD | Buy | MCDONALDS CORP | $2,649 | +28.5% | 10,056 | +45.5% | 0.55% | +23.7% |
T | Buy | AT&T INC | $2,633 | +60.1% | 175,306 | +139.7% | 0.55% | +54.1% |
LMT | Buy | LOCKHEED MARTIN CORP | $2,483 | +37.8% | 6,071 | +55.1% | 0.52% | +32.5% |
ENB | Buy | ENBRIDGE INC | $2,449 | +47.5% | 73,786 | +65.1% | 0.51% | +41.9% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $2,406 | -2.9% | 16,784 | +0.8% | 0.50% | -6.5% |
ARKK | Sell | ARK ETF TRinnovation etf | $2,388 | -14.3% | 60,197 | -4.6% | 0.50% | -17.5% |
MO | Buy | ALTRIA GROUP INC | $2,383 | +56.1% | 56,661 | +68.1% | 0.50% | +50.2% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $2,377 | +38.4% | 73,368 | +58.8% | 0.50% | +33.0% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $2,342 | +1.7% | 69,746 | +4.1% | 0.49% | -2.0% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,328 | -8.1% | 6,647 | -10.5% | 0.49% | -11.5% |
AIRR | Buy | FIRST TR EXCHANGE-TRADED FDrba indl etf | $2,279 | -4.0% | 44,230 | +0.7% | 0.48% | -7.6% |
OMC | Buy | OMNICOM GROUP INC | $2,166 | +30.8% | 29,089 | +67.2% | 0.45% | +25.9% |
VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $2,158 | +4.0% | 43,876 | +4.0% | 0.45% | 0.0% |
BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $2,138 | +59.8% | 23,279 | +59.7% | 0.45% | +53.8% |
TXN | Buy | TEXAS INSTRS INC | $2,113 | +56.3% | 13,289 | +76.9% | 0.44% | +50.5% |
FB | Buy | META PLATFORMS INCcl a | $2,087 | +6.9% | 6,953 | +2.2% | 0.44% | +3.1% |
VHT | Buy | VANGUARD WORLD FDShealth car etf | $2,081 | +136.5% | 8,850 | +146.3% | 0.43% | +127.2% |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $2,059 | +85.0% | 21,742 | +79.5% | 0.43% | +78.4% |
UL | Buy | UNILEVER PLCspon adr new | $2,055 | +75.9% | 41,608 | +85.7% | 0.43% | +69.6% |
MDT | Buy | MEDTRONIC PLC | $2,010 | +73.4% | 25,650 | +94.9% | 0.42% | +67.3% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $2,009 | +105.2% | 8,349 | +87.5% | 0.42% | +97.6% |
JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $1,997 | +11.1% | 39,801 | +11.1% | 0.42% | +6.9% |
C | Buy | CITIGROUP INC | $1,992 | +91.0% | 48,429 | +113.9% | 0.42% | +84.1% |
AMGN | New | AMGEN INC | $1,943 | – | 7,229 | +100.0% | 0.41% | – |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,947 | +85.4% | 21,545 | +66.5% | 0.41% | +78.1% |
Buy | CAPITAL GROUP GROWTH ETF | $1,933 | +113.1% | 78,908 | +119.4% | 0.40% | +104.6% | |
WHR | Buy | WHIRLPOOL CORP | $1,924 | +72.6% | 14,390 | +92.0% | 0.40% | +66.1% |
DGRO | Buy | ISHARES TRcore div grwth | $1,908 | +2.8% | 38,521 | +7.0% | 0.40% | -1.2% |
WPC | Buy | WP CAREY INC | $1,822 | +44.6% | 33,693 | +80.6% | 0.38% | +39.2% |
CLOU | Sell | GLOBAL X FDS | $1,766 | -42.9% | 93,784 | -39.8% | 0.37% | -44.9% |
MMM | Buy | 3M CO | $1,740 | +76.5% | 18,583 | +88.7% | 0.36% | +69.6% |
PM | New | PHILIP MORRIS INTL INC | $1,734 | – | 18,730 | +100.0% | 0.36% | – |
XLC | Sell | SELECT SECTOR SPDR TR | $1,730 | -14.1% | 26,391 | -14.8% | 0.36% | -17.4% |
RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $1,720 | +87.0% | 37,437 | +91.7% | 0.36% | +79.5% |
QUS | Buy | SPDR SER TRmsci usa strtgic | $1,715 | +75.5% | 14,212 | +78.8% | 0.36% | +68.9% |
XYLD | Buy | GLOBAL X FDSs&p 500 covered | $1,696 | -4.3% | 43,611 | +1.0% | 0.35% | -7.8% |
BUFR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $1,680 | +51.5% | 68,583 | +54.8% | 0.35% | +45.6% |
QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $1,644 | +17.8% | 11,150 | +21.4% | 0.34% | +13.2% |
MGC | Sell | VANGUARD WORLD FDmega cap index | $1,610 | -29.1% | 10,599 | -26.9% | 0.34% | -31.7% |
GOOG | Buy | ALPHABET INCcap stk cl c | $1,594 | +25.0% | 12,089 | +14.7% | 0.33% | +20.2% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,594 | +53.7% | 12,384 | +58.4% | 0.33% | +48.0% |
New | FIRST TR EXCHNG TRADED FD VIft cboe vest u s | $1,587 | – | 53,001 | +100.0% | 0.33% | – | |
Buy | CAPITAL GROUP GBL GROWTH EQT | $1,559 | +132.3% | 68,034 | +146.2% | 0.32% | +122.6% | |
AEP | New | AMERICAN ELEC PWR CO INC | $1,541 | – | 20,485 | +100.0% | 0.32% | – |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,509 | -14.3% | 38,480 | -11.1% | 0.32% | -17.5% |
IGE | New | ISHARES TRnorth amern nat | $1,487 | – | 35,761 | +100.0% | 0.31% | – |
ABBV | Sell | ABBVIE INC | $1,483 | -8.1% | 9,949 | -16.9% | 0.31% | -11.4% |
FENY | New | FIDELITY COVINGTON TRUSTmsci energy idx | $1,480 | – | 59,425 | +100.0% | 0.31% | – |
SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $1,427 | -5.7% | 9,842 | -0.9% | 0.30% | -9.1% |
HD | Sell | HOME DEPOT INC | $1,336 | -72.0% | 4,423 | -71.2% | 0.28% | -73.0% |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,206 | +3.2% | 20,348 | +6.2% | 0.25% | -0.8% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,180 | -2.7% | 2,331 | +0.3% | 0.25% | -6.5% |
ITB | New | ISHARES TRus home cons etf | $1,167 | – | 14,870 | +100.0% | 0.24% | – |
IWF | Sell | ISHARES TRrus 1000 grw etf | $1,161 | -21.0% | 4,365 | -18.2% | 0.24% | -24.1% |
PG | Sell | PROCTER AND GAMBLE CO | $1,139 | -76.9% | 7,812 | -75.9% | 0.24% | -77.7% |
Buy | J P MORGAN EXCHANGE TRADED Fintrnl res eqt | $1,092 | +52.7% | 20,080 | +60.4% | 0.23% | +47.1% | |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,087 | -15.0% | 32,016 | -10.8% | 0.23% | -18.1% |
CALF | Buy | PACER FDS TRpacer us small | $1,076 | +25.0% | 25,808 | +22.0% | 0.22% | +20.3% |
GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $1,070 | -29.6% | 12,705 | -27.0% | 0.22% | -32.4% |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,057 | -5.5% | 17,986 | +1.0% | 0.22% | -9.1% |
NVDA | Buy | NVIDIA CORPORATION | $1,037 | +5.2% | 2,384 | +2.3% | 0.22% | +0.9% |
EMQQ | Sell | EXCHANGE TRADED CONCEPTS TRemqq em intern | $1,022 | -2.7% | 34,786 | -2.8% | 0.21% | -6.6% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $985 | -4.7% | 3,617 | -1.0% | 0.21% | -8.0% |
XLI | Buy | SELECT SECTOR SPDR TRindl | $981 | +52.1% | 9,674 | +60.8% | 0.20% | +46.4% |
KAPR | Sell | INNOVATOR ETFS TRus sml cp pwr et | $955 | -4.6% | 35,697 | -1.8% | 0.20% | -8.3% |
INDS | New | PACER FDS TRindustrial relet | $943 | – | 26,863 | +100.0% | 0.20% | – |
MRK | Sell | MERCK & CO INC | $946 | -85.9% | 9,182 | -84.2% | 0.20% | -86.5% |
FEMS | Buy | FIRST TR EXCH TRD ALPHDX FDem sml cp alph | $925 | +28.3% | 24,059 | +21.3% | 0.19% | +23.7% |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $920 | -80.2% | 3,661 | -80.6% | 0.19% | -80.9% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $920 | -8.6% | 3,152 | +38.7% | 0.19% | -11.9% |
ICOW | Sell | PACER FDS TRdeveloped mrkt | $915 | -13.0% | 30,634 | -13.5% | 0.19% | -16.2% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $915 | +1.6% | 2,206 | +8.3% | 0.19% | -2.1% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $908 | -4.5% | 4,278 | -0.9% | 0.19% | -7.8% |
JPM | Buy | JPMORGAN CHASE & CO | $885 | +7.5% | 6,104 | +7.8% | 0.18% | +3.9% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $885 | -86.8% | 12,682 | -86.3% | 0.18% | -87.3% |
OIH | New | VANECK ETF TRUSToil services etf | $887 | – | 2,872 | +100.0% | 0.18% | – |
VCR | New | VANGUARD WORLD FDSconsum dis etf | $886 | – | 3,289 | +100.0% | 0.18% | – |
ACM | New | AECOM | $883 | – | 10,631 | +100.0% | 0.18% | – |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $881 | +11.8% | 12,803 | +20.5% | 0.18% | +7.6% |
IEI | Buy | ISHARES TR3 7 yr treas bd | $854 | +96.3% | 7,545 | +99.9% | 0.18% | +89.4% |
FDVV | Buy | FIDELITY COVINGTON TRUSThigh divid etf | $849 | +6.8% | 22,006 | +10.0% | 0.18% | +2.9% |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $844 | -8.3% | 24,063 | -3.0% | 0.18% | -12.0% |
XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $822 | +5.9% | 24,131 | +17.2% | 0.17% | +2.4% |
USRT | Buy | ISHARES TRcre u s reit etf | $818 | -6.0% | 17,333 | +2.5% | 0.17% | -9.5% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $816 | -43.2% | 5,818 | -45.8% | 0.17% | -45.3% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $805 | -32.7% | 3,865 | -28.9% | 0.17% | -35.4% |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $753 | -35.9% | 15,928 | -35.7% | 0.16% | -38.4% |
SPTL | Buy | SPDR SER TRportfolio ln tsr | $754 | +46.1% | 28,836 | +67.0% | 0.16% | +40.2% |
SPMD | Buy | SPDR SER TRportfolio s&p400 | $733 | +54.0% | 16,734 | +61.3% | 0.15% | +48.5% |
CVX | Buy | CHEVRON CORP NEW | $717 | +17.5% | 4,210 | +8.7% | 0.15% | +13.6% |
IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $719 | +6.4% | 18,561 | +10.2% | 0.15% | +2.0% |
FTXO | Buy | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $718 | +19.3% | 34,744 | +22.4% | 0.15% | +14.5% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $717 | -38.2% | 4,456 | -34.8% | 0.15% | -40.5% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $707 | -5.2% | 21,308 | -3.8% | 0.15% | -8.6% |
BBIN | Buy | J P MORGAN EXCHANGE TRADED Fbetabuilders i | $696 | +14.7% | 13,359 | +20.7% | 0.14% | +9.8% |
SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $697 | -70.8% | 17,803 | -69.2% | 0.14% | -72.0% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $688 | +9.2% | 25,125 | +5.1% | 0.14% | +5.1% |
FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $676 | -7.7% | 28,176 | -12.4% | 0.14% | -11.3% |
QUAL | Buy | ISHARES TRmsci usa qlt fct | $675 | +215.4% | 5,118 | +222.5% | 0.14% | +206.5% |
VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $675 | -6.2% | 10,909 | -4.2% | 0.14% | -9.6% |
SMLV | Buy | SPDR SER TRssga us smal etf | $672 | +125.5% | 6,794 | +135.8% | 0.14% | +115.4% |
VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $656 | -5.7% | 14,998 | -0.5% | 0.14% | -9.3% |
GTO | Sell | INVESCO ACTIVELY MANAGED ETFtotal return | $647 | -7.2% | 14,497 | -3.4% | 0.14% | -10.6% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $641 | 0.0% | 12,760 | +3.8% | 0.13% | -3.6% |
XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $635 | -3.8% | 7,892 | -4.8% | 0.13% | -7.0% |
RQI | Buy | COHEN & STEERS QUALITY INCOM | $633 | +22.9% | 62,585 | +40.9% | 0.13% | +17.9% |
LIT | Sell | GLOBAL X FDSlithium btry etf | $630 | -21.0% | 11,433 | -6.8% | 0.13% | -24.3% |
XSVM | Buy | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $621 | +144.5% | 12,887 | +135.3% | 0.13% | +136.4% |
New | NEOS ETF TRUSTneos s&p 500 hi | $593 | – | 12,634 | +100.0% | 0.12% | – | |
CVS | Buy | CVS HEALTH CORP | $591 | +12.6% | 8,472 | +11.5% | 0.12% | +7.9% |
XOP | Sell | SPDR SER TRs&p oilgas exp | $586 | +3.2% | 3,959 | -10.2% | 0.12% | -0.8% |
BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $580 | +30.6% | 12,123 | +33.4% | 0.12% | +26.0% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $571 | +0.2% | 3,018 | +5.3% | 0.12% | -4.0% |
SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $566 | +0.2% | 13,489 | -0.1% | 0.12% | -4.1% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $563 | -5.7% | 4,076 | -2.9% | 0.12% | -8.5% |
D | Sell | DOMINION ENERGY INC | $549 | -16.1% | 12,291 | -2.7% | 0.12% | -19.0% |
FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $541 | +24.1% | 11,818 | +22.8% | 0.11% | +18.9% |
PFE | Sell | PFIZER INC | $526 | -12.6% | 15,869 | -3.2% | 0.11% | -16.0% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $529 | +93.1% | 7,041 | +94.6% | 0.11% | +86.4% |
DRIV | Sell | GLOBAL X FDSautonmous ev etf | $523 | -15.0% | 22,235 | -5.8% | 0.11% | -18.0% |
SJNK | SPDR SER TRbloomberg sht te | $512 | -1.0% | 20,940 | 0.0% | 0.11% | -4.5% | |
CSCO | Buy | CISCO SYS INC | $507 | +11.2% | 9,431 | +7.0% | 0.11% | +7.1% |
JNJ | Sell | JOHNSON & JOHNSON | $493 | -40.1% | 3,164 | -36.4% | 0.10% | -42.1% |
SGOV | Buy | ISHARES TR0-3 mnth treasry | $492 | +31.2% | 4,884 | +31.2% | 0.10% | +27.2% |
SVOL | New | SIMPLIFY EXCHANGE TRADED FUNvolatility prem | $485 | – | 21,529 | +100.0% | 0.10% | – |
COFS | CHOICEONE FINL SVCS INC | $484 | -14.5% | 24,629 | 0.0% | 0.10% | -17.9% | |
IPKW | Sell | INVESCO EXCH TRADED FD TR IIintl buyback | $481 | -17.6% | 13,727 | -18.7% | 0.10% | -21.3% |
BA | Buy | BOEING CO | $475 | -1.0% | 2,476 | +9.0% | 0.10% | -4.8% |
HAL | Buy | HALLIBURTON CO | $471 | +25.3% | 11,625 | +2.1% | 0.10% | +19.5% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $471 | -22.1% | 8,123 | -14.1% | 0.10% | -25.2% |
HERO | Sell | GLOBAL X FDSvdeo gam esprt | $458 | -86.1% | 24,575 | -84.7% | 0.10% | -86.6% |
LLY | Buy | ELI LILLY & CO | $449 | +15.1% | 835 | +0.5% | 0.09% | +10.6% |
URA | Sell | GLOBAL X FDSglobal x uranium | $449 | +9.8% | 16,625 | -11.9% | 0.09% | +5.6% |
VLO | Buy | VALERO ENERGY CORP | $433 | +22.3% | 3,056 | +1.4% | 0.09% | +16.9% |
FJUN | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $423 | -2.3% | 10,440 | -0.1% | 0.09% | -6.4% |
Sell | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $417 | -13.7% | 8,885 | -11.0% | 0.09% | -17.1% | |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $410 | -42.3% | 5,458 | -41.9% | 0.09% | -44.2% |
INTC | Sell | INTEL CORP | $410 | -28.1% | 11,555 | -32.2% | 0.09% | -30.6% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $411 | -6.6% | 5,652 | -3.8% | 0.09% | -9.5% |
MS | Buy | MORGAN STANLEY | $408 | +32.9% | 4,994 | +39.0% | 0.08% | +26.9% |
BAC | Buy | BANK AMERICA CORP | $408 | +9.4% | 14,890 | +14.6% | 0.08% | +4.9% |
VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $403 | – | 6,020 | +100.0% | 0.08% | – |
WCLD | Sell | WISDOMTREE TR | $387 | -20.9% | 13,049 | -15.4% | 0.08% | -23.6% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $369 | -10.9% | 15,425 | -8.1% | 0.08% | -14.4% |
MPC | Buy | MARATHON PETE CORP | $360 | +50.0% | 2,380 | +15.5% | 0.08% | +44.2% |
SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $350 | +28.7% | 8,485 | +34.6% | 0.07% | +23.7% |
PXD | Buy | PIONEER NAT RES CO | $345 | +11.3% | 1,504 | +0.4% | 0.07% | +7.5% |
VAMO | Sell | CAMBRIA ETF TRvalue momentum | $338 | -23.9% | 12,687 | -26.4% | 0.07% | -26.0% |
SHY | Sell | ISHARES TR1 3 yr treas bd | $336 | -34.4% | 4,152 | -34.2% | 0.07% | -36.9% |
Sell | FIRST TR EXCHANGE-TRADED FDcboe vest rising | $330 | -9.1% | 15,665 | -5.1% | 0.07% | -12.7% | |
SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $331 | +25.9% | 6,610 | +26.9% | 0.07% | +21.1% |
GDX | Sell | VANECK ETF TRUSTgold miners etf | $320 | -15.3% | 11,887 | -5.4% | 0.07% | -18.3% |
MTUM | Sell | ISHARES TRmsci usa mmentm | $317 | -4.8% | 2,268 | -1.8% | 0.07% | -8.3% |
ADBE | Sell | ADOBE INC | $316 | -5.7% | 620 | -9.5% | 0.07% | -9.6% |
XOM | Buy | EXXON MOBIL CORP | $311 | +34.1% | 2,646 | +22.3% | 0.06% | +30.0% |
OXY | Buy | OCCIDENTAL PETE CORP | $305 | +13.4% | 4,703 | +2.9% | 0.06% | +10.3% |
GLD | New | SPDR GOLD TR | $308 | – | 1,796 | +100.0% | 0.06% | – |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $300 | +26.6% | 4,144 | +31.6% | 0.06% | +23.5% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $301 | +2.7% | 1,929 | +18.1% | 0.06% | -1.6% |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $296 | -4.5% | 5,536 | +0.1% | 0.06% | -7.5% |
FLRN | Sell | SPDR SER TRbloomberg invt | $296 | -20.6% | 9,633 | -20.7% | 0.06% | -23.5% |
UJUL | New | INNOVATOR ETFS TRus eqt ultra bf | $296 | – | 10,500 | +100.0% | 0.06% | – |
SPY | Sell | SPDR S&P 500 ETF TRcall | $299 | -13.3% | 3,237 | -1.9% | 0.06% | -17.3% |
SCHR | New | SCHWAB STRATEGIC TRint-trm u.s tres | $290 | – | 6,051 | +100.0% | 0.06% | – |
AMAT | Buy | APPLIED MATLS INC | $291 | +5.8% | 2,102 | +10.7% | 0.06% | +1.7% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $292 | +26.4% | 4,951 | +40.0% | 0.06% | +22.0% |
BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $292 | -12.3% | 11,804 | +1.9% | 0.06% | -15.3% |
DIVO | New | AMPLIFY ETF TRcwp enhanced div | $287 | – | 8,270 | +100.0% | 0.06% | – |
FAUG | FIRST TR EXCHNG TRADED FD VIvest us buffer | $286 | -3.1% | 7,648 | 0.0% | 0.06% | -6.2% | |
BLK | Buy | BLACKROCK INC | $288 | +11.2% | 446 | +18.9% | 0.06% | +7.1% |
QJUN | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $285 | -1.7% | 13,023 | -0.1% | 0.06% | -6.3% |
GD | New | GENERAL DYNAMICS CORP | $278 | – | 1,257 | +100.0% | 0.06% | – |
IVV | Buy | ISHARES TRcore s&p500 etf | $276 | +37.3% | 643 | +42.9% | 0.06% | +31.8% |
PSX | New | PHILLIPS 66 | $275 | – | 2,288 | +100.0% | 0.06% | – |
Sell | CAPITAL GROUP CORE EQUITY ET | $275 | -33.7% | 10,936 | -32.3% | 0.06% | -36.7% | |
BUG | Buy | GLOBAL X FDScybrscurty etf | $273 | +9.6% | 11,223 | +9.5% | 0.06% | +5.6% |
VIS | Buy | VANGUARD WORLD FDSindustrial etf | $270 | +5.9% | 1,383 | +11.5% | 0.06% | +1.8% |
IR | Buy | INGERSOLL RAND INC | $265 | +29.3% | 4,156 | +32.7% | 0.06% | +25.0% |
PANW | Sell | PALO ALTO NETWORKS INC | $261 | -17.9% | 1,114 | -10.5% | 0.05% | -21.7% |
ET | Buy | ENERGY TRANSFER L P | $259 | +24.5% | 18,451 | +12.7% | 0.05% | +20.0% |
HDV | ISHARES TRcore high dv etf | $255 | -1.9% | 2,575 | 0.0% | 0.05% | -5.4% | |
VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $254 | – | 5,792 | +100.0% | 0.05% | – |
BBJP | New | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $255 | – | 5,078 | +100.0% | 0.05% | – |
IYK | Sell | ISHARES TRus consm staples | $249 | -15.6% | 1,336 | -9.4% | 0.05% | -18.8% |
SHOP | Sell | SHOPIFY INCcl a | $249 | -19.2% | 4,564 | -4.4% | 0.05% | -22.4% |
ANGL | New | VANECK ETF TRUSTfallen angel hg | $248 | – | 9,155 | +100.0% | 0.05% | – |
WMT | Sell | WALMART INC | $251 | -20.1% | 1,569 | -21.5% | 0.05% | -23.5% |
GILD | New | GILEAD SCIENCES INC | $242 | – | 3,223 | +100.0% | 0.05% | – |
FUMB | New | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $241 | – | 12,092 | +100.0% | 0.05% | – |
KLAC | New | KLA CORP | $239 | – | 522 | +100.0% | 0.05% | – |
MBB | Sell | ISHARES TRmbs etf | $237 | -56.1% | 2,667 | -53.9% | 0.05% | -58.1% |
CAT | Sell | CATERPILLAR INC | $236 | -26.9% | 864 | -34.1% | 0.05% | -30.0% |
FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $230 | -2.5% | 11,700 | 0.0% | 0.05% | -5.9% | ||
BLV | New | VANGUARD BD INDEX FDSlong term bond | $230 | – | 3,429 | +100.0% | 0.05% | – |
ARW | Sell | ARROW ELECTRS INC | $225 | -34.6% | 1,800 | -25.0% | 0.05% | -37.3% |
OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $225 | +11.4% | 4,899 | +19.1% | 0.05% | +6.8% |
COST | New | COSTCO WHSL CORP NEW | $225 | – | 398 | +100.0% | 0.05% | – |
VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $223 | +10.9% | 1,144 | +17.1% | 0.05% | +6.8% |
NJUL | New | INNOVATOR ETFS TRgrwt100 pwr buf | $225 | – | 4,430 | +100.0% | 0.05% | – |
FDRR | Sell | FIDELITY COVINGTON TRUSTdivid etf risi | $220 | -6.0% | 5,542 | -1.3% | 0.05% | -9.8% |
FXN | New | FIRST TR EXCHANGE TRADED FDenergy alphadx | $219 | – | 12,580 | +100.0% | 0.05% | – |
ECOW | Sell | PACER FDS TRemrg mkt cash | $214 | -27.9% | 11,182 | -27.6% | 0.04% | -29.7% |
New | GENERAL ELECTRIC CO | $216 | – | 1,957 | +100.0% | 0.04% | – | |
ABT | New | ABBOTT LABS | $214 | – | 2,208 | +100.0% | 0.04% | – |
RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $216 | -23.7% | 7,671 | +698.2% | 0.04% | -26.2% |
DEM | New | WISDOMTREE TRemer mkt high fd | $210 | – | 5,614 | +100.0% | 0.04% | – |
JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $209 | -49.9% | 4,134 | -49.8% | 0.04% | -51.1% |
IEFA | New | ISHARES TRcore msci eafe | $210 | – | 3,265 | +100.0% | 0.04% | – |
AIQ | Buy | GLOBAL X FDSartificial etf | $209 | -68.2% | 77,674 | +230.0% | 0.04% | -69.2% |
UBER | New | UBER TECHNOLOGIES INC | $205 | – | 4,450 | +100.0% | 0.04% | – |
NOBL | New | PROSHARES TRs&p 500 dv arist | $207 | – | 2,336 | +100.0% | 0.04% | – |
TTD | Sell | THE TRADE DESK INC | $204 | -39.8% | 2,616 | -40.4% | 0.04% | -41.9% |
PXF | Sell | INVESCO EXCH TRADED FD TR IIftse rafi dev | $205 | -48.1% | 4,706 | -46.4% | 0.04% | -50.0% |
Sell | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $206 | -72.0% | 6,511 | -72.1% | 0.04% | -73.0% | |
JETS | New | ETF SER SOLUTIONSus glb jets | $206 | – | 12,072 | +100.0% | 0.04% | – |
USDU | New | WISDOMTREE TRblmbg us bull | $206 | – | 7,454 | +100.0% | 0.04% | – |
SPLB | New | SPDR SER TRportfolio ln cor | $201 | – | 9,480 | +100.0% | 0.04% | – |
USMV | New | ISHARES TRmsci usa min vol | $200 | – | 2,766 | +100.0% | 0.04% | – |
FUTY | Sell | FIDELITY COVINGTON TRUSTmsci utils index | $200 | -89.2% | 5,275 | -88.0% | 0.04% | -89.6% |
DECK | Sell | DECKERS OUTDOOR CORP | $203 | -3.8% | 394 | -1.3% | 0.04% | -8.7% |
SJM | Sell | SMUCKER J M CO | $197 | -19.6% | 1,602 | -3.6% | 0.04% | -22.6% |
IPAY | Sell | ETF MANAGERS TRprime mobile pay | $178 | -51.9% | 4,544 | -47.5% | 0.04% | -53.8% |
KRMA | Sell | GLOBAL X FDSconscious cos | $163 | -3.6% | 5,446 | -0.1% | 0.03% | -8.1% |
BNKU | New | BANK MONTREAL MEDIUMmicrosctr 3x lvg | $147 | – | 10,712 | +100.0% | 0.03% | – |
HBAN | Sell | HUNTINGTON BANCSHARES INC | $137 | -16.0% | 13,204 | -12.9% | 0.03% | -17.1% |
XSD | Sell | SPDR SER TRs&p semicndctr | $132 | -75.9% | 672 | -72.8% | 0.03% | -76.5% |
VRSK | Sell | VERISK ANALYTICS INC | $115 | +3.6% | 488 | -1.0% | 0.02% | 0.0% |
NUSI | New | ETF SER SOLUTIONSnationwide nasdq | $89 | – | 4,396 | +100.0% | 0.02% | – |
HUT | HUT 8 MNG CORP | $63 | -41.1% | 32,500 | 0.0% | 0.01% | -43.5% | |
HUSV | New | FIRST TR EXCH TRADED FD IIIhorizon dmst etf | $56 | – | 1,804 | +100.0% | 0.01% | – |
CLSK | New | CLEANSPARK INC | $51 | – | 13,500 | +100.0% | 0.01% | – |
HDMV | New | FIRST TR EXCH TRADED FD IIIhorizon mngd etf | $45 | – | 1,658 | +100.0% | 0.01% | – |
HSMV | New | FIRST TR EXCH TRADED FD IIIhorizon vol smcp | $45 | – | 1,538 | +100.0% | 0.01% | – |
BITF | New | BITFARMS LTD | $44 | – | 40,850 | +100.0% | 0.01% | – |
CIPHER MINING INC | $23 | -20.7% | 10,002 | 0.0% | 0.01% | -16.7% | ||
UCON | New | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $25 | – | 1,049 | +100.0% | 0.01% | – |
PSLV | New | SPROTT PHYSICAL SILVER TRtr unit | $17 | – | 2,268 | +100.0% | 0.00% | – |
GOEV | New | CANOO INC | $11 | – | 21,701 | +100.0% | 0.00% | – |
New | DRAGANFLY INC. | $9 | – | 12,000 | +100.0% | 0.00% | – | |
New | KNIGHTSCOPE INC | $9 | – | 11,000 | +100.0% | 0.00% | – | |
FURY | New | FURY GOLD MINES LIMITED | $3 | – | 10,000 | +100.0% | 0.00% | – |
Exit | EVOLV TECHNOLOGIES HLDNGS IN*w exp 03/10/202 | $0 | – | -10,000 | -100.0% | -0.00% | – | |
SYK | Exit | STRYKER CORPORATION | $0 | – | -116 | -100.0% | -0.01% | – |
CLX | Exit | THE CLOROX CO DEL | $0 | – | -390 | -100.0% | -0.01% | – |
Exit | BNY MELLON ETF TRUSTultra short incm | $0 | – | -1,465 | -100.0% | -0.02% | – | |
CTEC | Exit | GLOBAL X FDScleantech etf | $0 | – | -10,985 | -100.0% | -0.04% | – |
PDN | Exit | INVESCO EXCH TRADED FD TR IIftse rafi sml | $0 | – | -6,939 | -100.0% | -0.05% | – |
IBB | Exit | ISHARES TRishares biotech | $0 | – | -1,678 | -100.0% | -0.05% | – |
ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -2,811 | -100.0% | -0.05% | – |
ZHDG | Exit | TIDAL ETF TRzega buy and hed | $0 | – | -12,704 | -100.0% | -0.05% | – |
FDL | Exit | FIRST TR MORNINGSTAR DIVID L | $0 | – | -6,694 | -100.0% | -0.05% | – |
EBAY | Exit | EBAY INC. | $0 | – | -5,189 | -100.0% | -0.05% | – |
BLOK | Exit | AMPLIFY ETF TRblockchain ldr | $0 | – | -10,154 | -100.0% | -0.05% | – |
AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -2,049 | -100.0% | -0.05% | – |
VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -4,695 | -100.0% | -0.05% | – |
YMAR | Exit | FIRST TR EXCHNG TRADED FD VIft cboe vst intl | $0 | – | -11,437 | -100.0% | -0.05% | – |
ADI | Exit | ANALOG DEVICES INC | $0 | – | -1,274 | -100.0% | -0.05% | – |
HUM | Exit | HUMANA INC | $0 | – | -563 | -100.0% | -0.06% | – |
ILTB | Exit | ISHARES TRcore lt usdb etf | $0 | – | -5,002 | -100.0% | -0.06% | – |
NAPR | Exit | INNOVATOR ETFS TRgrwt100 pwr bf | $0 | – | -6,315 | -100.0% | -0.06% | – |
LVHD | Exit | LEGG MASON ETF INVTfranklin us low | $0 | – | -7,112 | -100.0% | -0.06% | – |
COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -2,443 | -100.0% | -0.06% | – |
FMB | Exit | FIRST TR EXCH TRADED FD IIImanagd mun etf | $0 | – | -5,384 | -100.0% | -0.06% | – |
PFEB | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -9,334 | -100.0% | -0.06% | – |
Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -9,366 | -100.0% | -0.07% | – | |
UMAY | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -11,000 | -100.0% | -0.07% | – |
IVOL | Exit | KRANESHARES TRquadrtc int rt | $0 | – | -17,870 | -100.0% | -0.08% | – |
RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -3,743 | -100.0% | -0.08% | – |
USHY | Exit | ISHARES TRbroad usd high | $0 | – | -10,557 | -100.0% | -0.08% | – |
MLPX | Exit | GLOBAL X FDSglb x mlp enrg i | $0 | – | -9,457 | -100.0% | -0.08% | – |
GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -17,617 | -100.0% | -0.09% | – |
FCOM | Exit | FIDELITY COVINGTON TRUST | $0 | – | -10,236 | -100.0% | -0.09% | – |
FPXI | Exit | FIRST TR EXCHANGE TRADED FDintl equity opp | $0 | – | -11,217 | -100.0% | -0.10% | – |
XHB | Exit | SPDR SER TRs&p homebuild | $0 | – | -5,517 | -100.0% | -0.10% | – |
Exit | LITMAN GREGORY FDS TRimgp dbi managed | $0 | – | -17,401 | -100.0% | -0.10% | – | |
IDLV | Exit | INVESCO EXCH TRADED FD TR IIs&p intl low | $0 | – | -18,948 | -100.0% | -0.11% | – |
FNDA | Exit | SCHWAB STRATEGIC TRschwab fdt us sc | $0 | – | -12,816 | -100.0% | -0.14% | – |
IEDI | Exit | ISHARES U S ETF TRus consumer foc | $0 | – | -17,616 | -100.0% | -0.15% | – |
Exit | FIRST TR EXCHNG TRADED FD VIcboe vest u s eq | $0 | – | -21,439 | -100.0% | -0.16% | – | |
FMAT | Exit | FIDELITY COVINGTON TRUSTmsci matls index | $0 | – | -15,977 | -100.0% | -0.16% | – |
FREL | Exit | FIDELITY COVINGTON TRUSTmsci rl est etf | $0 | – | -30,183 | -100.0% | -0.16% | – |
BCD | Exit | ABRDN ETFS | $0 | – | -24,370 | -100.0% | -0.17% | – |
FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -6,107 | -100.0% | -0.17% | – |
VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -10,945 | -100.0% | -0.18% | – |
FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -14,260 | -100.0% | -0.18% | – |
PDEC | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -27,606 | -100.0% | -0.20% | – |
DNL | Exit | WISDOMTREE TRglb us qtly div | $0 | – | -29,889 | -100.0% | -0.23% | – |
PJP | Exit | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $0 | – | -14,224 | -100.0% | -0.23% | – |
IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -17,929 | -100.0% | -0.24% | – |
FXG | Exit | FIRST TR EXCHANGE TRADED FDconsumr staple | $0 | – | -19,883 | -100.0% | -0.27% | – |
IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -22,174 | -100.0% | -0.27% | – |
FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -33,402 | -100.0% | -0.33% | – |
Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -58,692 | -100.0% | -0.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 17 | Q3 2023 | 2.3% |
VANGUARD BD INDEX FDS | 17 | Q3 2023 | 2.4% |
SPDR SER TR | 17 | Q3 2023 | 2.8% |
WISDOMTREE TR US QUALITY DIVID GROWTH FD | 17 | Q3 2023 | 4.8% |
VISA INC | 17 | Q3 2023 | 2.7% |
STARBUCKS CORP | 17 | Q3 2023 | 3.2% |
META PLATFORMS INC | 17 | Q3 2023 | 2.5% |
PROCTER & GAMBLE CO | 17 | Q3 2023 | 2.3% |
UNION PACIFIC CORP | 17 | Q3 2023 | 2.0% |
SALESFORCE INC | 17 | Q3 2023 | 1.8% |
View HBW ADVISORY SERVICES LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-16 |
13F-HR | 2023-10-12 |
13F-HR | 2023-07-06 |
13F-HR | 2023-04-07 |
13F-HR | 2023-01-05 |
13F-HR | 2022-10-05 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-11 |
13F-HR | 2021-10-08 |
View HBW ADVISORY SERVICES 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.