EVOKE WEALTH, LLC - Q4 2021 holdings

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$3.17 Billion is the total value of EVOKE WEALTH, LLC's 1201 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 17.9% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
RPAR BuyRPAR Risk Parity ETFrpar risk pari$761,988,000
+20.9%
30,382,301
+16.5%
24.05%
+1.6%
IVV BuyiShares Core SP 500 ETFcore s&p500 etf$254,311,000
+25.5%
533,159
+13.4%
8.02%
+5.5%
GLDM BuySPDR Gold MiniSharesspdr gld minis$125,088,000
+4.8%
6,887,736
+0.7%
3.95%
-12.0%
TIP BuyiShares TIPS Bond ETFtips bd etf$118,107,000
+7.2%
915,943
+5.9%
3.73%
-9.9%
OEF SelliShares SP 100 ETFs&p 100 etf$109,833,000
+9.1%
501,225
-1.7%
3.47%
-8.4%
ACWI SelliShares MSCI ACWI ETFmsci acwi etf$109,208,000
+4.5%
1,031,715
-1.3%
3.45%
-12.2%
GUNR BuyFlexShares Global Upstream Resources ETFmornstar upstr$105,921,000
+26.2%
2,684,812
+17.0%
3.34%
+6.1%
VWO BuyVanguard FTSE Emerging Markets ETFftse emr mkt etf$95,927,000
+44.1%
1,942,275
+45.6%
3.03%
+21.0%
VTI SellVanguard Total Stock Market ETFtotal stk mkt$87,498,000
+8.5%
362,400
-0.2%
2.76%
-8.9%
VOO SellVanguard SP 500 ETF$65,002,000
-0.0%
148,892
-9.4%
2.05%
-16.0%
SPY SellSPDR SP 500 ETFtr unit$58,942,000
+6.5%
123,674
-3.8%
1.86%
-10.5%
VEA BuyVanguard FTSE Developed Markets ETFftse dev mkt etf$50,114,000
+11.3%
981,472
+10.1%
1.58%
-6.5%
VTV BuyVanguard Value Index ETFvalue etf$48,860,000
+11.6%
332,131
+2.7%
1.54%
-6.2%
VAC BuyMarriott Vacations World$42,020,000
+278.0%
248,361
+252.7%
1.33%
+217.2%
AAPL SellApple Inc$35,765,000
+17.8%
203,813
-6.1%
1.13%
-1.0%
MSFT SellMicrosoft Corp$32,858,000
+19.2%
97,699
-0.1%
1.04%
+0.1%
PAVE SellGlobal X US Infrastructure Dev ETFus infr dev etf$31,555,000
+8.9%
1,092,272
-4.2%
1.00%
-8.5%
CM  Canadian Imperial$31,506,000
+3.6%
270,3000.0%0.99%
-13.0%
GOOGL SellAlphabet Inc Class Acap stk cl a$28,837,000
+1.8%
9,999
-6.1%
0.91%
-14.5%
IVE BuyiShares SP 500 Value ETFs&p 500 val etf$28,547,000
+3207.9%
182,259
+2970.4%
0.90%
+2715.6%
BNS  Bank Of Nova Scotia$27,758,000
+16.5%
387,2000.0%0.88%
-2.1%
XLF BuyFinancial Select Sector SPDRfinancial$24,477,000
+2253.6%
626,809
+2160.8%
0.77%
+1879.5%
DFAI BuyDFA Int Core Equity Market ETFintl core eqt mk$24,434,000
+16.7%
826,317
+14.1%
0.77%
-2.0%
XLE BuyEnergy Select Sector SPDR ETFenergy$23,330,000
+4134.1%
420,366
+3874.0%
0.74%
+3404.8%
DFAE BuyDFA Emerging Core Equity Market ETFemgr cre eqt mng$23,257,000
+42.6%
850,025
+42.0%
0.73%
+19.7%
STIP NewiShares 05 Year TIPS Bond ETF0-5 yr tips etf$22,870,000–216,000
+100.0%
0.72%–
DOCS NewDoximity Inccl a$21,678,000–432,432
+100.0%
0.68%–
IWM BuyiShares Russell 2000 ETFrussell 2000 etf$20,512,000
+380.8%
92,318
+373.4%
0.65%
+304.4%
DFAU BuyDFA US Core Equity Market ETFus core eqt mkt$19,942,000
+47.6%
604,295
+34.8%
0.63%
+24.1%
ADI SellAnalog Devices Inc$15,402,000
+4.8%
87,626
-0.1%
0.49%
-12.0%
VIG BuyVanguard Dividend Appreciation ETFdiv app etf$15,114,000
+24.8%
88,000
+11.6%
0.48%
+4.8%
AMZN BuyAmazon.com Inc.$14,378,000
+1.7%
4,362
+0.2%
0.45%
-14.5%
JNJ BuyJohnson Johnson$13,441,000
+6.1%
78,568
+0.1%
0.42%
-10.9%
FISV BuyFiserv Inc$12,335,000
-4.2%
118,841
+0.1%
0.39%
-19.6%
LOW SellLowes Companies Inc$12,075,000
+21.0%
46,716
-5.0%
0.38%
+1.6%
MA SellMastercard Inc CL Acl a$11,714,000
+3.0%
32,599
-0.4%
0.37%
-13.3%
MDT BuyMedtronic PLC$11,733,000
-0.8%
112,729
+20.0%
0.37%
-16.7%
MCO SellMoodys Corp Com$11,665,000
+9.4%
29,866
-0.5%
0.37%
-8.2%
EEM BuyiShares MSCI Emerging Markets ETFmsci emg mkt etf$11,439,000
+6.1%
234,041
+9.4%
0.36%
-10.9%
SYY BuySysco Corp$11,188,000
+15.3%
142,438
+15.9%
0.35%
-3.0%
UNH BuyUnitedhealth Group$10,400,000
+28.5%
20,712
+0.0%
0.33%
+7.9%
GLD SellSPDR Gold Shares$10,330,000
-4.1%
60,423
-7.8%
0.33%
-19.3%
PEP BuyPepsico Inc$9,782,000
+16.3%
55,970
+0.0%
0.31%
-2.2%
MSCI SellMSCI Inc Com$9,406,000
+0.2%
15,352
-0.5%
0.30%
-15.9%
SHW SellSherwin Williams Co$9,103,000
+25.2%
25,850
-0.5%
0.29%
+5.1%
OTIS BuyOtis Worldwide Corp$8,880,000
+129.8%
102,096
+116.9%
0.28%
+93.1%
PSA BuyPublic Storage$8,282,000
+26.1%
22,111
+0.0%
0.26%
+5.7%
CCI BuyCrown Castle Intl$8,111,000
+50.7%
38,856
+25.1%
0.26%
+26.7%
WM BuyWaste Management Inc.$8,073,000
+11.9%
48,368
+0.2%
0.26%
-5.9%
AZO SellAutozone Inc Com$7,801,000
+22.8%
3,721
-0.5%
0.25%
+2.9%
SWKS BuySkyworks Solutions$7,740,000
+23.5%
49,888
+31.1%
0.24%
+3.8%
ICE BuyInterContinental Exchange Inc$7,741,000
+19.2%
56,595
+0.1%
0.24%0.0%
DLTR SellDollar Tree Inc Com$7,676,000
+37.6%
54,627
-6.3%
0.24%
+15.8%
NKE BuyNike Inc Bcl b$7,658,000
+19.1%
47,820
+3.8%
0.24%0.0%
VNQ BuyVanguard Real Estate Index Fund ETFreal estate etf$7,128,000
+14.3%
61,442
+0.3%
0.22%
-3.8%
SPGI BuySP Global Inc Com$7,143,000
+11.1%
15,135
+0.0%
0.22%
-7.0%
IWO BuyiShares Russell 2000 Growth ETFrus 2000 grw etf$7,126,000
+2796.7%
24,318
+2791.6%
0.22%
+2400.0%
LKQ BuyLKQ Corp Com$7,075,000
+52.8%
117,850
+28.0%
0.22%
+28.2%
PGF BuyInvesco Financial Preferred ETFfinl pfd etf$6,933,000
+3.5%
368,395
+4.2%
0.22%
-13.1%
TAN SellInvesco Solar ETFsolar etf$6,824,000
-18.6%
89,036
-15.4%
0.22%
-31.7%
SM BuySM Energy Co$6,712,000
+26.5%
227,681
+13.2%
0.21%
+6.5%
IAU BuyiShares Gold Trustishares new$6,592,000
+14.2%
189,384
+9.6%
0.21%
-4.1%
PEY  Invesco High Yield Equity Dividend Achievershig yld eq div$6,549,000
+6.3%
310,9500.0%0.21%
-10.4%
ORCL SellOracle Corp.$6,516,000
-1.3%
74,718
-1.4%
0.21%
-16.9%
MDLZ BuyMondelez Intl Inccl a$6,533,000
+13.9%
97,999
+0.0%
0.21%
-4.2%
DIS BuyWalt Disney Co$6,475,000
-6.4%
42,103
+2.2%
0.20%
-21.5%
NARI BuyInari Med Inc Com$6,313,000
+13.1%
69,163
+0.5%
0.20%
-5.2%
SNOW BuySnowflake Inccl a$6,153,000
+117.0%
18,165
+93.7%
0.19%
+83.0%
CL SellColgatePalmolive Co$6,145,000
+12.6%
72,008
-0.3%
0.19%
-5.4%
MTD SellMettlerToledo$6,088,000
+22.5%
3,587
-0.6%
0.19%
+2.7%
V BuyVisa Inc A$6,029,000
-1.5%
29,147
+1.0%
0.19%
-17.4%
CARR SellCarrier Global$5,845,000
+4.6%
107,666
-0.5%
0.18%
-12.4%
VMC BuyVulcan Materials Co$5,750,000
+22.7%
27,699
+0.0%
0.18%
+2.8%
TJX SellTJX Companies Inc$5,676,000
+14.6%
74,758
-0.4%
0.18%
-3.8%
LIN SellLinde PLC Com$5,512,000
+17.3%
15,912
-0.7%
0.17%
-1.7%
GGG SellGraco Inc$4,996,000
+14.6%
61,974
-0.5%
0.16%
-3.7%
BDX SellBecton Dickinson co$4,899,000
+1.8%
19,479
-0.5%
0.16%
-14.4%
TRTX SellTPG RE Finance Trust$4,623,000
-14.2%
366,043
-14.3%
0.15%
-27.7%
MIDD SellMiddleby Corp Del$4,430,000
+14.9%
22,513
-0.5%
0.14%
-3.4%
PG BuyProcter And Gamble$4,427,000
+17.3%
27,063
+0.2%
0.14%
-1.4%
CME SellCme Group Inc Com CL$4,211,000
+19.2%
18,175
-0.5%
0.13%0.0%
QQQ SellInvesco QQQ Trustunit ser 1$4,185,000
+9.7%
10,519
-1.2%
0.13%
-7.7%
INTU  Intuit Com$4,074,000
+19.3%
6,3330.0%0.13%
+0.8%
AWI BuyArmstrong World Inds Inc New$4,048,000
+21.7%
34,861
+0.1%
0.13%
+2.4%
FDS SellFactset Research$4,031,000
+22.5%
8,294
-0.5%
0.13%
+2.4%
VHT SellVanguard Health Care ETFhealth car etf$3,978,000
+6.7%
14,931
-0.7%
0.13%
-10.0%
EDV BuyVanguard Extended Duration ETFextended dur$3,933,000
+6.6%
28,090
+3.1%
0.12%
-10.8%
USB SellUS Bancorp Del$3,919,000
-6.2%
69,202
-0.7%
0.12%
-21.0%
VRSK BuyVerisk Analytics Inc$3,865,000
+14.5%
16,897
+0.2%
0.12%
-3.9%
BRKB SellBerkshire Hathaway Class Bcl b new$3,850,000
+9.0%
12,876
-0.5%
0.12%
-9.0%
ECL SellEcolab Inc$3,741,000
+4.6%
15,914
-7.0%
0.12%
-11.9%
COP SellConocophillips Com$3,681,000
-10.9%
50,855
-16.5%
0.12%
-25.2%
ZIP SellZiprecruiter Inccl a$3,607,000
-29.2%
144,635
-21.7%
0.11%
-40.3%
JPM BuyJPMorgan Chase Co.$3,579,000
-0.1%
22,603
+3.3%
0.11%
-16.3%
IWB BuyiShares Russell 1000 ETFrus 1000 etf$3,543,000
+14.3%
13,398
+4.5%
0.11%
-3.4%
GSG BuyiShares SP GSCI CommodityIndexed Trustunit ben int$3,459,000
+24.2%
202,140
+22.3%
0.11%
+3.8%
FB SellFacebook Inc Acl a$3,416,000
-2.3%
10,355
-1.4%
0.11%
-17.6%
ABBV SellAbbVie Inc$3,109,000
+18.9%
22,961
-5.3%
0.10%0.0%
CGW BuyInvesco SP Global Water ETFs&p gbl water$3,025,000
+13.7%
49,893
+4.7%
0.10%
-5.0%
NSC BuyNorfolk Southern$3,012,000
+24.6%
10,118
+0.2%
0.10%
+4.4%
VDE SellVanguard Energy ETFenergy etf$2,968,000
+3.7%
38,237
-0.0%
0.09%
-13.0%
IWV  iShares Russell 3000 ETFrussell 3000 etf$2,860,000
+8.9%
10,3080.0%0.09%
-9.1%
VRSN BuyVerisign Inc$2,740,000
+23.9%
10,797
+0.0%
0.09%
+3.6%
NEA BuyNuveen AMTFree Quality Muni Inc$2,727,000
+2.4%
174,825
+0.0%
0.09%
-14.0%
GOOG SellAlphabet Inc. Cl Ccap stk cl c$2,679,000
+5.1%
971
-3.0%
0.08%
-11.5%
DSL SellDoubleLine Income Solutions$2,646,000
-14.7%
164,162
-6.0%
0.08%
-28.2%
MIN BuyMFS Intermediate Income TRsh ben int$2,660,000
-0.0%
740,996
+0.8%
0.08%
-16.0%
NLY SellAnnaly Capital$2,599,000
-8.8%
323,202
-2.0%
0.08%
-23.4%
XOM BuyExxon Mobil Corp$2,503,000
+39.7%
40,903
+34.2%
0.08%
+17.9%
UNP BuyUnion Pacific Corp$2,460,000
+30.0%
9,765
+1.1%
0.08%
+9.9%
IUSG BuyiShares Core SP U.S. Growth ETFcore s&p us gwt$2,403,000
+36.5%
20,782
+20.9%
0.08%
+15.2%
VGT SellVanguard Information Technology ETFinf tech etf$2,413,000
+7.3%
5,267
-5.8%
0.08%
-9.5%
ABT BuyAbbott Laboratories$2,368,000
+19.2%
16,824
+0.0%
0.08%0.0%
NVDA BuyNvidia Corp$2,366,000
+79.2%
8,044
+26.2%
0.08%
+50.0%
VEEV  Veeva SYS Inc CL A$2,243,000
-11.3%
8,7810.0%0.07%
-25.3%
EFA SelliShares MSCI EAFE ETFmsci eafe etf$2,265,000
-2.4%
28,727
-3.4%
0.07%
-18.4%
AGG  iShares Core US Aggregate Bond ETFcore us aggbd et$2,247,000
-0.6%
19,6930.0%0.07%
-16.5%
QCOM SellQualcomm Inc$2,238,000
+13.2%
12,236
-20.2%
0.07%
-4.1%
DHR  Danaher Corporation$2,258,000
+8.1%
6,8580.0%0.07%
-9.0%
NKX BuyNuveen CA AMTFree Quality Muni Inc$2,199,000
-3.8%
138,939
+0.0%
0.07%
-19.8%
RAMP BuyLiveramp HLDGS Inc$2,197,000
+1.6%
45,810
+0.0%
0.07%
-14.8%
PFE SellPfizer Inc$2,162,000
+30.2%
36,611
-5.1%
0.07%
+9.7%
SHC BuySotera Health Co$2,121,000
-9.9%
90,054
+0.0%
0.07%
-23.9%
CDW SellCDW Corporation$2,046,000
+12.4%
9,991
-0.1%
0.06%
-4.4%
DDOG BuyDatadog Inc CL A Com$2,062,000
+49.3%
11,576
+18.4%
0.06%
+25.0%
AMGN SellAmgen Inc$2,033,000
+3.5%
9,037
-2.2%
0.06%
-13.5%
ACN  Accenture PLC A$2,019,000
+29.6%
4,8700.0%0.06%
+8.5%
REXR BuyRexford Industrial$1,964,000
+42.8%
24,140
+0.0%
0.06%
+19.2%
BA BuyBoeing Co Com$1,920,000
-7.5%
9,536
+1.1%
0.06%
-21.8%
ITOT BuyiShares Core SP Total U.S. Stock Market ETFcore s&p ttl stk$1,903,000
+8.8%
17,785
+0.0%
0.06%
-9.1%
NFLX BuyNetflix Inc$1,831,000
+13.8%
3,039
+15.2%
0.06%
-3.3%
CSCO BuyCisco Systems Inc$1,826,000
+21.9%
28,819
+4.7%
0.06%
+3.6%
BIT BuyBlackRock MultiSector Income$1,818,000
-0.7%
99,529
+1.7%
0.06%
-17.4%
BRKA  Berkshire Hathaway Class Acl a$1,803,000
+9.6%
40.0%0.06%
-8.1%
CLNE  Clean Energy Fuels$1,759,000
-24.8%
287,0180.0%0.06%
-36.4%
SLV  iShares Silver Trustishares$1,691,000
+4.8%
78,6170.0%0.05%
-13.1%
VCV BuyInvesco California Value Municipal Income Trust$1,684,000
+1.0%
121,038
+0.1%
0.05%
-15.9%
DVY BuyiShares Select Dividend ETFselect divid etf$1,524,000
+10.9%
12,433
+3.8%
0.05%
-7.7%
TD BuyTorontoDominion$1,507,000
+50133.3%
19,655
+35636.4%
0.05%–
BND BuyVanguard Total Bond Market ETFtotal bnd mrkt$1,477,000
+15.3%
17,425
+16.2%
0.05%
-2.1%
MCA BuyBlackRock MuniYield CA Quality Fund$1,501,000
-0.1%
94,422
+0.1%
0.05%
-16.1%
IWR  iShares Russell MidCap ETFrus mid cap etf$1,449,000
+6.2%
17,4600.0%0.05%
-9.8%
EVM BuyEaton Vance California Municipal Bond Fund$1,460,000
-2.7%
125,871
+0.1%
0.05%
-17.9%
PAYC  Paycom Software Inc$1,441,000
-16.2%
3,4700.0%0.04%
-30.8%
BHK BuyBlackRock Core Bond$1,395,000
+1.2%
83,360
+0.1%
0.04%
-15.4%
HD SellHome Depot Inc$1,381,000
+19.2%
3,327
-5.8%
0.04%0.0%
IJH BuyiShares Core SP MidCap ETFcore s&p mcp etf$1,387,000
+16.7%
4,898
+8.3%
0.04%
-2.2%
BXMT SellBlackstone Mortgage$1,398,000
-10.2%
44,752
-11.0%
0.04%
-24.1%
ADBE BuyAdobe Inc$1,350,000
-0.2%
2,380
+1.2%
0.04%
-15.7%
CHD BuyChurch Dwight$1,323,000
+24.2%
12,906
+0.0%
0.04%
+5.0%
AXP SellAmerican ress Co$1,343,000
-5.4%
8,206
-3.2%
0.04%
-20.8%
DIA BuySPDR Dow Jones Industrial Average ETFut ser 1$1,341,000
+7.9%
3,684
+0.4%
0.04%
-10.6%
UBER SellUber Technologies Inc$1,290,000
-16.3%
30,775
-10.6%
0.04%
-29.3%
VYM BuyVanguard High Dividend Yield ETFhigh div yld$1,267,000
+24.5%
11,300
+14.7%
0.04%
+5.3%
MMM Buy3M Company$1,254,000
+1.3%
7,062
+0.0%
0.04%
-14.9%
ZM  Zoom Videocl a$1,269,000
-29.6%
6,8980.0%0.04%
-41.2%
T BuyATT Inc$1,223,000
+59.2%
49,733
+74.7%
0.04%
+34.5%
BL  Blackline Inc Com$1,227,000
-12.2%
11,8460.0%0.04%
-26.4%
ADP  Automatic Data$1,248,000
+23.4%
5,3880.0%0.04%
+2.6%
RTX BuyRaytheon Technologies$1,224,000
+5.8%
14,427
+5.5%
0.04%
-9.3%
KHC BuyKraft Heinz Co Com$1,244,000
-2.4%
34,644
+0.0%
0.04%
-18.8%
CRM BuySalesforce.Com Inc$1,225,000
-2.2%
5,041
+4.1%
0.04%
-17.0%
NEM SellNewmont Goldcorp$1,198,000
-77.8%
19,319
-80.5%
0.04%
-81.2%
MCD BuyMcDonalds Corp$1,211,000
+12.4%
4,989
+1.0%
0.04%
-5.0%
DLY BuyDoubleLine Yield Opps$1,184,000
-2.1%
63,324
+0.1%
0.04%
-17.8%
VT BuyVanguard Total World Stocktt wrld st etf$1,182,000
+10.5%
10,998
+4.7%
0.04%
-7.5%
BAC BuyBank of America Corp.$1,132,000
+5.0%
25,447
+0.1%
0.04%
-10.0%
CPNG BuyCoupang Inccl a$1,156,000
+101.4%
39,339
+90.6%
0.04%
+63.6%
XLV BuyHealthcare Select Sector SPDRsbi healthcare$1,140,000
+90.0%
8,093
+71.6%
0.04%
+56.5%
AMT BuyAmerican Tower Corp$1,136,000
+10.3%
3,865
+0.1%
0.04%
-7.7%
GS BuyGoldman Sachs Group$1,122,000
+52.0%
2,933
+50.2%
0.04%
+25.0%
XLB BuyMaterials Select Sector SPDR ETFsbi materials$1,078,000
+103.0%
11,894
+77.0%
0.03%
+70.0%
TSLX SellSixth Street Specialty Lending$1,091,000
+2.2%
45,827
-3.0%
0.03%
-15.0%
IWF  iShares Russell 1000 Growth ETFrus 1000 grw etf$1,052,000
+11.6%
3,4440.0%0.03%
-5.7%
INTC SellIntel Corp Com$1,051,000
-4.1%
20,408
-0.9%
0.03%
-19.5%
TMO BuyThermo Fisher$1,039,000
+18.9%
1,557
+1.8%
0.03%0.0%
XME BuySPDR SP Metals Mining ETFs&p metals mng$1,005,000
+91.4%
22,452
+78.3%
0.03%
+60.0%
TGT BuyTarget Corp Com$1,017,000
+1.9%
4,394
+0.6%
0.03%
-13.5%
IWD BuyiShares Russell 1000 Value ETFrus 1000 val etf$1,010,000
+7.3%
6,016
+0.0%
0.03%
-8.6%
SYK BuyStryker Corp$1,011,000
+1.8%
3,760
+0.0%
0.03%
-13.5%
FCT BuyFirst Trust Senior FR Income II$1,008,000
+344.1%
83,571
+350.3%
0.03%
+255.6%
VZ SellVerizon$981,000
-90.6%
18,871
-90.2%
0.03%
-92.1%
XLK  Technology Select Sector SPDR ETFtechnology$995,000
+16.5%
5,7250.0%0.03%
-3.1%
NEE BuyNextera Energy Inc$957,000
+19.0%
10,247
+0.1%
0.03%0.0%
RY BuyRoyal Bank Of Canada$949,000
+8.3%
8,941
+1.5%
0.03%
-9.1%
RDSA BuyRoyal Dutch Shell Aspons adr a$966,000
-2.4%
22,249
+0.1%
0.03%
-18.9%
TSLA SellTesla Inc$905,000
-91.3%
856
-93.6%
0.03%
-92.5%
DFAC SellDFA US Core Equity 2 ETFus core equity 2$931,000
+2.4%
32,147
-6.1%
0.03%
-14.7%
IBB SelliShares Nasdaq Biotechnology ETFishares biotech$931,000
-9.8%
6,099
-4.5%
0.03%
-25.6%
PANW BuyPalo Alto Networks$905,000
+87.4%
1,626
+61.1%
0.03%
+61.1%
AVB BuyAvalonbay$931,000
+14.8%
3,663
+0.1%
0.03%
-3.3%
EA BuyElectronic Arts$933,000
-6.9%
7,071
+0.4%
0.03%
-23.7%
GDX BuyVanEck Vectors Gold Miners ETFgold miners etf$885,000
+23.8%
27,634
+13.8%
0.03%
+3.7%
ROST  Ross Stores Inc Com$902,000
+5.0%
7,8970.0%0.03%
-12.5%
PCK  PIMCO Calif Mun Inco$864,000
-2.8%
92,1000.0%0.03%
-18.2%
ESS BuyEssex Property Trust$868,000
+10.2%
2,451
+0.0%
0.03%
-10.0%
SBUX BuyStarbucks Corp.$818,000
+7.3%
6,990
+1.1%
0.03%
-10.3%
PYPL BuyPaypal Holdings Inc$815,000
-7.4%
4,321
+27.8%
0.03%
-21.2%
VUG  Vanguard Growth Index ETFgrowth etf$829,000
+10.7%
2,5840.0%0.03%
-7.1%
NAC BuyNuveen CA Quality Muni Income$747,000
+5.1%
47,769
+5.7%
0.02%
-11.1%
UPS BuyUnited Parcel SVCcl b$750,000
+21.4%
3,498
+3.0%
0.02%
+4.3%
SWK BuyStanley Black$747,000
+88.6%
3,961
+75.2%
0.02%
+60.0%
BSV  Vanguard ShortTerm Bond ETFshort trm bond$747,000
-1.3%
9,2400.0%0.02%
-14.3%
CNI  Canadian Natl RY Co$762,000
+6.4%
6,1980.0%0.02%
-11.1%
ZTS BuyZoetis Inc Comcl a$772,000
+28.0%
3,163
+1.8%
0.02%
+4.3%
NVG BuyNuveen AMTFree Municipal Credit Income$727,000
+24.3%
40,560
+19.3%
0.02%
+4.5%
ROK SellRockwell Automation$717,000
+13.3%
2,055
-4.6%
0.02%
-4.2%
VCSH  Vanguard ShortTerm Corporate Bond ETFshrt trm corp bd$731,000
-1.3%
9,0000.0%0.02%
-17.9%
PMVP NewPMV Pharmaceuticals Inc$737,000–31,914
+100.0%
0.02%–
NOW  Servicenow Inc Com$704,000
+4.5%
1,0840.0%0.02%
-12.0%
STAG BuyStag Indl Inc Com$685,000
+45.7%
14,245
+19.3%
0.02%
+22.2%
VFH  Vanguard Financials ETFfinancials etf$693,000
+3.6%
7,1810.0%0.02%
-12.0%
KREF SellKKR Real Estate Fin$712,000
-8.8%
33,500
-7.7%
0.02%
-24.1%
LAZR  Luminar Technologies Inc$704,000
+8.5%
41,6200.0%0.02%
-8.3%
IJR BuyiShares Core SP SmallCap ETFcore s&p scp etf$703,000
+23.1%
6,140
+17.2%
0.02%
+4.8%
TROW SellT. Rowe Price Group Inc$663,000
-3.9%
3,374
-3.9%
0.02%
-19.2%
EIX SellEdison Intl$678,000
+9.0%
9,833
-11.3%
0.02%
-8.7%
CVX SellChevron Corp New Com$670,000
+8.9%
5,710
-5.9%
0.02%
-8.7%
NBW  Neuberger Berman CA Muni Fund$622,000
-2.0%
44,2740.0%0.02%
-16.7%
BuyGeneral Electric Co$636,000
-4.2%
6,731
+4.4%
0.02%
-20.0%
BUD SellAnheuserBusch Inbevsponsored adr$612,000
-14.4%
10,112
-20.4%
0.02%
-29.6%
PFF BuyiShares Preferred and Income Securities ETFpfd and incm sec$591,000
+6.7%
15,000
+4.9%
0.02%
-9.5%
HDB  HDFC Bank LTD Sponsponsored ads$605,000
-10.9%
9,2950.0%0.02%
-26.9%
MDY BuySPDR SP MidCap 400 ETFutser1 s&pdcrp$597,000
+8.0%
1,149
+0.1%
0.02%
-9.5%
WMT BuyWalMart Inc$581,000
+28.5%
4,000
+23.1%
0.02%
+5.9%
VCR  Vanguard Consumer Discretionary ETFconsum dis etf$581,000
+9.4%
1,7060.0%0.02%
-10.0%
NewRobinhood Markets Inc$565,000–31,807
+100.0%
0.02%–
FNDX NewSchwab Fundamental US Large Coschwab fdt us lg$540,000–9,218
+100.0%
0.02%–
TRV BuyTravelers Companies$528,000
+3.1%
3,375
+0.1%
0.02%
-10.5%
MS BuyMorgan Stanley Com$541,000
+13.2%
5,506
+12.0%
0.02%
-5.6%
LIT  Global X Lithium Battery Tech ETFlithium btry etf$538,000
+3.3%
6,3600.0%0.02%
-15.0%
GSBD SellGoldman Sachs BDC Inc$549,000
+1.9%
28,000
-2.4%
0.02%
-15.0%
GM BuyGeneral Motors Company$525,000
+22.4%
8,959
+10.0%
0.02%
+6.2%
GLW BuyCorning Inc$510,000
+2.8%
13,692
+0.6%
0.02%
-15.8%
COUP  Coupa Software Inc$509,000
-27.9%
3,2230.0%0.02%
-40.7%
VDC  Vanguard Consumer Staples ETFconsum stp etf$493,000
+11.0%
2,4670.0%0.02%
-5.9%
BABA BuyAlibaba Groupsponsored ads$502,000
-18.6%
4,227
+1.3%
0.02%
-30.4%
SCHX NewSchwab US Large Cap ETFus lrg cap etf$513,000–4,505
+100.0%
0.02%–
DVAX BuyDynavax Technologies$507,000
-26.4%
36,039
+0.4%
0.02%
-38.5%
SIL BuyGlobal X Silver Miners ETFglobal x silver$514,000
+68.5%
13,852
+58.9%
0.02%
+45.5%
NGD  New Gold Inc$501,000
+41.9%
333,6900.0%0.02%
+23.1%
KO SellThe Coca Cola Co$508,000
+11.4%
9,525
-0.6%
0.02%
-5.9%
ORCC  Owl Rock Capital Corp$478,000
+0.4%
33,0000.0%0.02%
-16.7%
VIS  Vanguard Industrials ETFindustrial etf$477,000
+7.7%
2,3520.0%0.02%
-11.8%
KOR BuyCorvus Gold Inc Com$464,000
+11.3%
144,063
+9.5%
0.02%
-6.2%
PDI NewPIMCO Dynamic Income (FD Com Usd0.00001)$480,000–18,539
+100.0%
0.02%–
CZR SellCaesars$468,000
-24.3%
5,006
-9.1%
0.02%
-34.8%
AINV  Apollo Investment Corp$484,000
-1.2%
36,8000.0%0.02%
-16.7%
AAP SellAdvance Auto Parts$462,000
+9.7%
1,917
-4.4%
0.02%
-6.2%
GBDC SellGolub Capital BDC$466,000
-11.4%
30,200
-9.3%
0.02%
-25.0%
AEM BuyAgnico Eagle Mines$491,000
+12.4%
9,245
+9.7%
0.02%
-6.2%
HLF BuyHerbalife Nutrition$491,000
+47.0%
11,992
+52.1%
0.02%
+15.4%
AGI BuyAlamos Gold Inc$449,000
+7.4%
58,339
+0.3%
0.01%
-12.5%
INFO BuyIhs Markit LTD Com$449,000
+14.8%
3,379
+0.7%
0.01%
-6.7%
SDY  SPDR SP Dividend ETFs&p divid etf$437,000
+10.1%
3,3850.0%0.01%
-6.7%
MRK BuyMerck Co Inc$404,000
+2.5%
6,215
+0.3%
0.01%
-13.3%
BOTZ  Global X Robotics AI ETFrbtcs artfl inte$421,000
-1.6%
11,7200.0%0.01%
-18.8%
LLY BuyEli Lilly And Co$414,000
+22.1%
1,499
+2.2%
0.01%0.0%
SNAP  Snap Inc. Cl Acl a$411,000
-36.2%
8,7310.0%0.01%
-45.8%
FSLY BuyFastly Inccl a$408,000
-10.3%
11,497
+2.2%
0.01%
-23.5%
ARI BuyApollo Commercial Real Estate$394,000
+7.7%
29,168
+20.7%
0.01%
-14.3%
KBE  SPDR SP Bank ETFs&p bk etf$366,000
+3.4%
6,7000.0%0.01%
-7.7%
GIS BuyGeneral Mills Inc$372,000
+12.7%
5,523
+0.1%
0.01%0.0%
VB  Vanguard SmallCap ETFsmall cp etf$373,000
+3.6%
1,6480.0%0.01%
-14.3%
GWW BuyGrainger W W Inc Com$396,000
+34.7%
764
+2.0%
0.01%
+9.1%
ETN BuyEaton Corp PLC Com$365,000
+27.2%
2,113
+9.8%
0.01%
+9.1%
ARCC SellAres Capital Corp$386,000
-10.2%
18,200
-14.2%
0.01%
-25.0%
WIX  Wix.Com LTD Com$366,000
-19.4%
2,3200.0%0.01%
-29.4%
NTLA NewIntellia$367,000–3,100
+100.0%
0.01%–
CRWS  Crown Crafts Inc Com$381,000
-2.6%
52,3450.0%0.01%
-20.0%
MO SellAltria Group Inc$386,000
-12.3%
7,989
-15.7%
0.01%
-29.4%
GOLD SellBarrick Gold Corp$367,000
-20.2%
19,333
-24.1%
0.01%
-29.4%
F BuyFord$356,000
+48.3%
17,153
+0.8%
0.01%
+22.2%
ULTA BuyUlta Beauty Inc$347,000
+19.7%
842
+4.7%
0.01%0.0%
IBM BuyInternational Business Machines$357,000
+51.9%
2,674
+57.7%
0.01%
+22.2%
TEAM BuyAtlassian Corp PLC CL Acl a$356,000
+0.3%
934
+2.8%
0.01%
-15.4%
DOCU BuyDocusign Inc Com$336,000
-31.1%
2,208
+16.3%
0.01%
-38.9%
KALV NewKalvista$338,000–25,583
+100.0%
0.01%–
BIP  Brookfield Infrastructure Partners LPlp int unit$334,000
+8.4%
5,4900.0%0.01%
-8.3%
PFN SellPIMCO Income Strategy Fund II$338,000
-12.7%
35,131
-7.5%
0.01%
-26.7%
COST BuyCostco Wholesale$359,000
+26.4%
633
+0.2%
0.01%0.0%
AVGO BuyBroadcom Inc$358,000
+51.1%
538
+10.0%
0.01%
+22.2%
FTAI  Fortress Trans. and Infra.$338,000
+14.2%
11,7000.0%0.01%0.0%
IVW BuyiShares SP 500 Growth ETFs&p 500 grwt etf$364,000
+13.4%
4,347
+0.0%
0.01%
-8.3%
PH  ParkerHannifin Corp$336,000
+14.3%
1,0550.0%0.01%0.0%
BAX SellBaxter International$348,000
-90.0%
4,038
-90.7%
0.01%
-91.6%
PCQ  PIMCO California Municipal Income Fund$354,000
-1.7%
19,0000.0%0.01%
-21.4%
LUV BuySouthwest Airlns Co$364,000
+67.0%
8,505
+100.4%
0.01%
+37.5%
VO  Vanguard Mid Cap Index ETFmid cap etf$362,000
+7.7%
1,4200.0%0.01%
-15.4%
WHR  Whirlpool Corp$361,000
+15.3%
1,5390.0%0.01%
-8.3%
SPG  Simon Property Group Inc$349,000
+23.3%
2,1840.0%0.01%0.0%
GD SellGeneral Dynamics$324,000
-8.2%
1,553
-13.8%
0.01%
-23.1%
MSI BuyMotorola Solutions$330,000
+17.0%
1,213
+0.1%
0.01%
-9.1%
ISRG BuyIntuitive Surgical$316,000
+444.8%
879
+1389.8%
0.01%
+400.0%
C BuyCitigroup Inc$331,000
-1.8%
5,485
+14.0%
0.01%
-23.1%
FTNT BuyFortinet Inc$319,000
+31800.0%
887
+22075.0%
0.01%–
VV  Vanguard Large Cap Index ETFlarge cap etf$332,000
+10.3%
1,5000.0%0.01%
-9.1%
EQIX BuyEquinix Inc$322,000
+9.9%
381
+2.7%
0.01%
-9.1%
DE BuyDeere Company$329,000
+7.2%
955
+4.4%
0.01%
-16.7%
MNST BuyMonster Beverage$323,000
+12.9%
3,363
+4.4%
0.01%
-9.1%
ESGE  iShares ESG MSCI EM ETFesg awr msci em$305,000
-3.8%
7,6660.0%0.01%
-16.7%
WDAY BuyWorkday Inc CL Acl a$307,000
+27.9%
1,122
+16.5%
0.01%
+11.1%
ASML BuyAsml Holding N V N Y$303,000
+11.8%
381
+4.7%
0.01%0.0%
BIPC  Brookfield Infrastructure Corp$284,000
+14.1%
4,1600.0%0.01%0.0%
EVRG BuyEvergy Inc Com$284,000
+11.8%
4,134
+1.0%
0.01%
-10.0%
MYI  Advertisement BlackRock MuniYield Quality III$289,000
+0.7%
19,5000.0%0.01%
-18.2%
FXI BuyiShares China LargeCap ETFchina lg-cap etf$279,000
+181.8%
7,630
+199.2%
0.01%
+125.0%
VXUS BuyVanguard Total International Stock ETFvg tl intl stk f$287,000
+24.8%
4,522
+23.9%
0.01%0.0%
APTV BuyAptiv PLC$293,000
+15.4%
1,777
+3.9%
0.01%
-10.0%
ALC BuyAlcon Inc.$288,000
+22.6%
3,302
+12.6%
0.01%0.0%
CHTR SellChartercl a$278,000
-11.5%
427
-1.2%
0.01%
-25.0%
IEFA  iShares Core MSCI EAFE ETFcore msci eafe$279,000
+1.1%
3,7260.0%0.01%
-10.0%
NXPI SellNXP Semiconductors NV$278,000
+15.8%
1,216
-0.6%
0.01%0.0%
SHOP BuyShopify Inccl a$274,000
+23.4%
199
+21.3%
0.01%
+12.5%
CMCSA SellComcast Corp Newcl a$271,000
-97.9%
5,387
-97.7%
0.01%
-98.2%
AGNC  AGNC Investment Corp$292,000
-4.3%
19,2350.0%0.01%
-18.2%
ABC BuyAmerisourcebergen$287,000
+11.2%
2,162
+0.0%
0.01%
-10.0%
FNDA NewSchwab Fundamental US Small Coschwab fdt us sc$284,000–5,105
+100.0%
0.01%–
ALHC  Alignment Healthcare Inc$281,000
-11.9%
20,0000.0%0.01%
-25.0%
MCK BuyMckesson Corp$289,000
+32.6%
1,159
+6.0%
0.01%
+12.5%
XPDI  Power Digital Infra Acquisition$274,000
+8.7%
25,0000.0%0.01%0.0%
PCOR NewProcore Technologies Inc$274,000–3,430
+100.0%
0.01%–
REAL SellThe RealReal Inc$278,000
-12.0%
23,933
-0.5%
0.01%
-25.0%
MU BuyMicron Technology$277,000
+49.7%
2,965
+13.4%
0.01%
+28.6%
NZF  Advertisement Nuveen Municipal Credit Income$245,000
+2.1%
14,3080.0%0.01%
-11.1%
AMJ BuyJPMorgan Alerian MLP Index ETNalerian ml etn$252,000
+55.6%
14,139
+58.2%
0.01%
+33.3%
RBLX BuyRoblox Corp CL Acl a$243,000
+2109.1%
2,352
+1447.4%
0.01%–
SPLK BuySplunk Inc Com$269,000
+9.3%
2,322
+36.2%
0.01%
-11.1%
DRI BuyDarden Restaurants$256,000
-0.4%
1,702
+0.3%
0.01%
-20.0%
WMB BuyWilliams Companies$258,000
+9.8%
9,906
+9.2%
0.01%
-11.1%
CVS BuyCVS Health$262,000
+41.6%
2,537
+16.1%
0.01%
+14.3%
VLO BuyValero Energy Corp$257,000
+8.0%
3,418
+1.3%
0.01%
-11.1%
SCHA BuySchwab US SmallCap ETFus sml cap etf$260,000
+2066.7%
2,542
+1901.6%
0.01%–
CAG SellConagra Brands Inc$250,000
-19.9%
7,331
-20.5%
0.01%
-33.3%
EIM  Eaton Vance Municipal Bond Fund$244,000
+1.7%
18,0000.0%0.01%
-11.1%
CRSP  Crispr Therapeuticsnamen akt$250,000
-32.2%
3,3000.0%0.01%
-42.9%
ITW  Illinois Tool Works$243,000
+19.7%
9780.0%0.01%0.0%
FIS BuyFidelity National Information Services$259,000
-7.5%
2,375
+3.0%
0.01%
-27.3%
TSCO BuyTractor Supply Co$266,000
+22.0%
1,115
+3.4%
0.01%0.0%
NET NewCloudflare Inc$260,000–1,975
+100.0%
0.01%–
HON  Honeywell$255,000
-1.5%
1,2230.0%0.01%
-20.0%
JETS BuyUS Global Jets ETFus glb jets$214,000–10,152
+202940.0%
0.01%–
OZK  Bank Ozk Com$233,000
+8.9%
5,0000.0%0.01%
-12.5%
DXCM SellDexcom Inc$208,000
-1.9%
387
-0.5%
0.01%
-12.5%
MFM  MFS Municipal Income Trustsh ben int$233,0000.0%33,3500.0%0.01%
-22.2%
WEN BuyWendys Company$216,000
+10.8%
9,049
+0.5%
0.01%0.0%
ATVI SellActivision Blizzard$209,000
-18.0%
3,134
-5.1%
0.01%
-30.0%
PLD BuyPrologis Inc Com$228,000
+35.7%
1,352
+0.6%
0.01%
+16.7%
MMU  Western Asset Managed Muni Portfolio$222,000
-2.2%
17,0000.0%0.01%
-22.2%
SCHW BuyThe Charles Schwab$213,000
+43.9%
2,536
+24.6%
0.01%
+16.7%
RSG BuyRepublic Services$219,000
+16.5%
1,565
+0.2%
0.01%0.0%
BMY SellBristolMyers Squibb$228,000
-3.0%
3,663
-7.1%
0.01%
-22.2%
RHI  Robert Half Intl Inc$211,000
+11.6%
1,8890.0%0.01%0.0%
EOT  Eaton Vance National Muni Opps Trust$231,000
-6.5%
10,4530.0%0.01%
-22.2%
JCI  Johnson Controls$213,000
+20.3%
2,6030.0%0.01%0.0%
ALL BuyAllstate Corporation$218,000
-7.2%
1,843
+0.2%
0.01%
-22.2%
CRWD BuyCrowdstrike Holdings Inccl a$215,000
+4200.0%
1,050
+4465.2%
0.01%–
SCHF NewSchwab International Equity ETFintl eqty etf$209,000–5,367
+100.0%
0.01%–
DON BuyWisdomTree US MidCap Dividendus midcap divid$188,000
+7.4%
4,227
+0.0%
0.01%
-14.3%
WFC BuyWells Fargo Co New$205,000
+11.4%
4,270
+7.6%
0.01%
-14.3%
SDOG  ALPS Sector Dividend Dogs ETFsectr div dogs$195,000
+5.4%
3,6300.0%0.01%
-14.3%
SU  Suncor Energy Com$175,000
+20.7%
7,0000.0%0.01%
+20.0%
SCHE NewSchwab Emerging Markets Equity ETFemrg mkteq etf$205,000–6,916
+100.0%
0.01%–
DFAT  DFA US Targeted Value ETFus targeted vlu$196,000
+7.1%
4,1300.0%0.01%
-14.3%
GKOS  Glaukos Corp Com$191,000
-7.3%
4,2920.0%0.01%
-25.0%
ITA  iShares US Aerospace Defense ETFus aer def etf$185,000
-1.1%
1,8000.0%0.01%
-14.3%
PXD  Pioneer Natural$196,000
+9.5%
1,0740.0%0.01%
-14.3%
DAR BuyDarling Ingredients Inc$178,000
+4350.0%
2,565
+3846.2%
0.01%–
AYX  Alteryx Inc A$186,000
-17.3%
3,0820.0%0.01%
-25.0%
FTV  Fortive Corp Com$194,000
+8.4%
2,5470.0%0.01%
-14.3%
BMRN BuyBiomarin$183,000
+25.3%
2,071
+9.1%
0.01%
+20.0%
D BuyDominion Energy Inc$191,000
+7.9%
2,436
+0.2%
0.01%
-14.3%
IJS  iShares SP SmallCap 600 Valuesp smcp600vl etf$199,000
+4.2%
1,9000.0%0.01%
-14.3%
EL BuyEstee Laudercl a$192,000
+23.9%
520
+0.2%
0.01%0.0%
BKCC  BlackRock Capital Investment Corp$193,000
+7.2%
47,0000.0%0.01%
-14.3%
ZYME  Zymeworks Inc Com$200,000
-43.3%
12,1790.0%0.01%
-53.8%
SE BuySEA LTD ADRsponsord ads$185,000
-15.1%
828
+20.7%
0.01%
-25.0%
TWTR BuyTwitter Inc Com$205,000
+14.5%
4,750
+59.7%
0.01%
-14.3%
ABNB  AirBnB Inc$197,000
-0.5%
1,1810.0%0.01%
-14.3%
STZ BuyConstellation Brandscl a$190,000
+146.8%
758
+105.4%
0.01%
+100.0%
CB BuyChubb Limited Com$185,000
+12.1%
1,133
+0.2%
0.01%0.0%
MBB  iShares TR MBS ETFmbs etf$148,0000.0%1,3760.0%0.01%
-16.7%
INDY  iShares India 50 ETFindia 50 etf$160,000
-8.0%
3,3900.0%0.01%
-28.6%
PNW BuyPinnacle West$143,000
-0.7%
2,032
+1.6%
0.01%0.0%
BLK BuyBlackRock Inc Com$161,000
+25.8%
316
+7.8%
0.01%0.0%
HDV  iShares Core High Dividend ETFcore high dv etf$151,000
+7.1%
1,5000.0%0.01%0.0%
IEMG BuyiShares Core MSCI Emerging Markets ETFcore msci emkt$167,000
+12.1%
2,796
+15.4%
0.01%
-16.7%
PM BuyPhilip Morris$161,000
+1.3%
1,668
+0.3%
0.01%
-16.7%
DOL  WisdomTree Intern LargeCap Dividend ETFintl lrgcap dv$164,000
+4.5%
3,3150.0%0.01%
-16.7%
GME BuyGameStop Corpcl a$163,000
+805.6%
1,100
+928.0%
0.01%
+400.0%
LEN  Lennar Corp Comcl a$160,000
+25.0%
1,3750.0%0.01%0.0%
EXC BuyExelon Corp Com NPV$150,000
+32.7%
2,595
+10.9%
0.01%
+25.0%
DAL BuyDelta Air Lines Inc$155,000
+5.4%
3,972
+15.1%
0.01%
-16.7%
BHP SellBHP Group LTD Sponsponsored ads$144,000
+3.6%
2,387
-8.3%
0.01%0.0%
GAM  General American Investors$147,000
+2.8%
3,3220.0%0.01%0.0%
DUK BuyDuke Energy Corp New$152,000
+8.6%
1,446
+0.8%
0.01%0.0%
MET BuyMetlife Inc Com$161,000
+40.0%
2,576
+38.0%
0.01%
+25.0%
VOX BuyVanguard Communication Services ETF$148,000
+82.7%
1,092
+89.3%
0.01%
+66.7%
TXN BuyTexas Instruments$167,000
+7.7%
887
+9.6%
0.01%
-16.7%
CAT BuyCaterpillar Inc Com$165,000
+7.8%
799
+0.1%
0.01%
-16.7%
ROKU BuyRoku Inc$160,000
-14.9%
700
+16.7%
0.01%
-28.6%
ARWR  Arrowhead$148,000
+6.5%
2,2330.0%0.01%0.0%
TEL  TE Connectivity Ltd$145,000
+17.9%
8970.0%0.01%0.0%
AZN BuyAstrazeneca ADR Eachsponsored adr$145,000
+16.9%
2,498
+21.0%
0.01%0.0%
INGR  Ingredion Inc Com$169,000
+9.7%
1,7320.0%0.01%
-16.7%
TSM  Taiwan Semiconductorsponsored ads$122,000
+8.0%
1,0100.0%0.00%0.0%
DEO SellDiageo ADR Each Reprspon adr new$134,000
+12.6%
608
-0.3%
0.00%0.0%
TMUS BuyT Mobile US Inc Com$114,000
+200.0%
980
+225.6%
0.00%
+300.0%
NVS SellNovartis A Gsponsored adr$126,000
-2.3%
1,446
-8.5%
0.00%
-20.0%
LYFT  LYFT Inc CL A Com$123,000
-19.6%
2,8720.0%0.00%
-33.3%
WBA SellWalgreens Boots$114,000
-14.9%
2,179
-23.5%
0.00%
-20.0%
AMD  Advanced Micro$135,000
+40.6%
9370.0%0.00%0.0%
IPAY  ETFMG Prime Mobile Payments ETFprime mobile pay$114,000
-13.6%
1,9580.0%0.00%
-20.0%
VLUE BuyiShares Edge MSCI US Value Facmsci usa value$122,000
+9.9%
1,111
+0.1%
0.00%0.0%
ETWO NewE2open Parent Holdings Inc$139,000–12,310
+100.0%
0.00%–
CI BuyCIGNA Corp New Com$130,000
+15.0%
809
+0.2%
0.00%0.0%
PATH BuyUiPath Inccl a$119,000
+33.7%
2,768
+62.3%
0.00%
+33.3%
KIM  Kimco Realty Corp$125,000
+20.2%
5,0560.0%0.00%0.0%
DCI BuyDonaldson Inc Com$119,000
+3.5%
2,005
+0.0%
0.00%0.0%
DEM  WisdomTree Emerging Markets High Divemer mkt high fd$132,000
-0.8%
3,0560.0%0.00%
-20.0%
XPH  SPDR SP Pharmaceuticals ETFs&p pharmac$111,000
-1.8%
2,4000.0%0.00%0.0%
ZS NewZscaler Inc Com$130,000–405
+100.0%
0.00%–
THG  Hanover Ins Group$141,000
+1.4%
1,0770.0%0.00%
-20.0%
XLU BuyUtilities Select Sector SPDR ETFsbi int-utils$111,000
+136.2%
1,550
+106.7%
0.00%
+100.0%
FDX SellFedex Corp Com$136,000
+1.5%
524
-14.1%
0.00%
-20.0%
FCX BuyFreeportMcmoran Inccl b$120,000
+30.4%
2,868
+0.3%
0.00%
+33.3%
OKE BuyOneok Inc Com$123,000
+3.4%
2,088
+1.5%
0.00%0.0%
DFAS  DFA US Small Cap ETFus small cap etf$116,000
+4.5%
1,9350.0%0.00%0.0%
CVE  Cenovus Energy Inc$137,000
+22.3%
11,1800.0%0.00%0.0%
GILD BuyGilead Sciences Inc$90,000
+4.7%
1,245
+0.2%
0.00%0.0%
DLR BuyDigital Realty Trust Inc$80,000
+27.0%
451
+2.7%
0.00%
+50.0%
UL SellUnilever PLC Sponspon adr new$94,000
-27.1%
1,754
-26.6%
0.00%
-40.0%
AI  C3 Ai Inc CL Acl a$93,000
-32.1%
2,9660.0%0.00%
-40.0%
ANTM BuyAnthem Inc$102,000
+200.0%
220
+136.6%
0.00%
+200.0%
VAW  Vanguard Materials ETFmaterials etf$101,000
+13.5%
5150.0%0.00%0.0%
PEAK BuyHealthpeak PPTYS Inc$100,000
+8.7%
2,778
+0.4%
0.00%0.0%
NVO  Novo Nordisk ASadr$96,000
+17.1%
8590.0%0.00%0.0%
MSEX  Middlesex Water Company$84,000
+18.3%
7000.0%0.00%0.0%
VPU  Vanguard Utilities ETFutilities etf$93,000
+12.0%
5960.0%0.00%0.0%
MC  Moelis Cocl a$103,000
+1.0%
1,6500.0%0.00%
-25.0%
DOW BuyDow Inc Com$103,0000.0%1,812
+0.5%
0.00%
-25.0%
IXN  iShares Global Tech ETFglobal tech etf$104,000
+14.3%
1,6200.0%0.00%0.0%
SJNK  SPDR Blmbg Barclays Short Term Hi Bd ETFbloomberg sht te$90,0000.0%3,3000.0%0.00%0.0%
ABR  Arbor RLTY TR Inc$92,0000.0%5,0000.0%0.00%0.0%
UAL  United Continental$109,000
-7.6%
2,4870.0%0.00%
-25.0%
KMB BuyKimberly Clark Corp$88,000
+8.6%
612
+0.5%
0.00%0.0%
SLGG  Super League Gaming$85,000
-23.4%
36,0000.0%0.00%
-25.0%
K BuyKellogg Company Com$101,000
+1.0%
1,575
+0.4%
0.00%
-25.0%
HLI  Houlihan Lokey Inccl a$93,000
+13.4%
9000.0%0.00%0.0%
NewWarby Parker Inc$88,000–1,883
+100.0%
0.00%–
CYBR NewCyberArk Software LTD$90,000–520
+100.0%
0.00%–
NKTR  Nektar Therapeutics$108,000
-24.5%
8,0000.0%0.00%
-40.0%
EWJ NewiShares MSCI Japan ETFmsci jpn etf new$87,000–1,300
+100.0%
0.00%–
QUAL  iShares Edge MSCI USA Quality Factor ETFmsci usa qlt fct$106,000
+11.6%
7260.0%0.00%
-25.0%
COIN SellCoinbase Global Inc.$92,000
+5.7%
366
-4.4%
0.00%0.0%
IHI  iShares US Medical Dev ETFu.s. med dvc etf$94,000
+4.4%
1,4340.0%0.00%0.0%
CTSH BuyCognizant Technologycl a$84,000
+115.4%
944
+77.8%
0.00%
+200.0%
ING  ING Groep N.V. Sponssponsored adr$101,000
-3.8%
7,2570.0%0.00%
-25.0%
SHCR  Sharecare Inc$90,000
-45.1%
20,0000.0%0.00%
-50.0%
BTT  BlackRock Municipal 2030 Target$104,000
+2.0%
4,0000.0%0.00%
-25.0%
INSP  Inspire Med SYS Inc$95,0000.0%4120.0%0.00%
-25.0%
GPC  Genuine Parts Co Com$84,000
+16.7%
5940.0%0.00%0.0%
WY BuyWeyerhaeuser Co$109,000
+17.2%
2,657
+0.7%
0.00%0.0%
MGK  Vanguard Mega Cap Growth ETFmega grwth ind$103,000
+12.0%
3940.0%0.00%0.0%
AMAT  Applied Materials$100,000
+23.5%
6350.0%0.00%0.0%
IWN BuyiShares Russell 2000 Value ETFrus 2000 val etf$104,000
+4.0%
627
+0.5%
0.00%
-25.0%
THM  International Tower Hill Mines$108,000
-0.9%
147,5000.0%0.00%
-25.0%
TRN  Trinity Industries$89,000
+12.7%
2,9400.0%0.00%0.0%
BX  Blackstone Group Inc$104,000
+11.8%
8000.0%0.00%0.0%
CIBR BuyFirst Trust NASDAQ Cybersecurity ETFnasdaq cyb etf$108,000
+44.0%
2,055
+32.2%
0.00%0.0%
XLP NewConsumer Staples Select Sector SPDR ETFsbi cons stpls$108,000–1,400
+100.0%
0.00%–
WELL  Welltower Inc. REIT$103,000
+5.1%
1,1960.0%0.00%
-25.0%
PIO BuyInvesco Global Water ETFglobal water$89,000
+89.4%
2,059
+71.6%
0.00%
+50.0%
OVV  Ovintiv Inc Com$108,000
+2.9%
3,2110.0%0.00%
-25.0%
PSX BuyPhillips 66 Com$51,000
+4.1%
709
+0.1%
0.00%0.0%
VTR SellVentas Inc$56,000
-29.1%
1,080
-24.7%
0.00%
-33.3%
PRU  Prudential Finl Inc$78,000
+2.6%
7240.0%0.00%
-33.3%
CSM  ProShares Large Cap Core Pluslarge cap cre$71,000
+12.7%
6340.0%0.00%0.0%
SMG  Scotts MiracleGrocl a$48,000
+11.6%
3000.0%0.00%0.0%
AVXL BuyAnavex Life Sciences$68,0000.0%3,936
+3.6%
0.00%
-33.3%
WAT  Waters Corp$76,000
+5.6%
2030.0%0.00%
-33.3%
CERN BuyCerner Corp Com$55,000
+34.1%
593
+0.9%
0.00%0.0%
CSX BuyCSX Corp$54,000
+63.6%
1,446
+27.9%
0.00%
+100.0%
VOE  Vanguard MidCap Value ETFmcap vl idxvip$48,000
+9.1%
3170.0%0.00%0.0%
CHE  Chemed Corp New$56,000
+14.3%
1060.0%0.00%0.0%
USMV  iShares Edge MSCI Min Vol USAmsci usa min vol$69,000
+11.3%
8480.0%0.00%0.0%
CHWY  Chewy Inc CL Acl a$59,000
-13.2%
1,0000.0%0.00%
-33.3%
PHO BuyInvesco Water Resources ETFwater res etf$79,000
+107.9%
1,292
+84.6%
0.00%
+100.0%
GOVT  iShares US Treasury Bond ETFus treas bd etf$56,000
+1.8%
2,1010.0%0.00%0.0%
IMAX  Imax Corp Com$77,000
-4.9%
4,3000.0%0.00%
-33.3%
MVV  ProShares Ultra MidCap400$76,000
+16.9%
1,0750.0%0.00%0.0%
REX  Rex American Resources$54,000
+22.7%
5620.0%0.00%0.0%
MGA BuyMagna Intl Inc Com$52,000
+40.5%
641
+28.2%
0.00%
+100.0%
TFC SellTruist Financial Corp$75,000
-40.0%
1,285
-39.8%
0.00%
-60.0%
SO BuySouthern Co$69,000
+11.3%
1,009
+0.7%
0.00%0.0%
RXRX NewRecursion Pharmaceuticals Inccl a$77,000–4,480
+100.0%
0.00%–
ADM BuyArcher Daniels$56,000
+14.3%
829
+0.7%
0.00%0.0%
VNM BuyVanEck Vectors Vietnam ETFvaneck vietnam$57,000
+103.6%
2,696
+80.2%
0.00%
+100.0%
PNC BuyPNC Financial$49,000
+2.1%
246
+0.4%
0.00%0.0%
HPQ  HP Inc Com$48,000
+37.1%
1,2780.0%0.00%
+100.0%
ACA  Arcosa Inc Com$52,000
+6.1%
9800.0%0.00%0.0%
VOOG SellVanguard SP 500 Growth Index ETF500 grth idx f$50,000
+13.6%
167
-0.6%
0.00%0.0%
MMC BuyMarsh mclennan$52,000
+18.2%
296
+0.7%
0.00%0.0%
SOFI  Sofi Technologies$55,0000.0%3,5000.0%0.00%0.0%
CSGP  Costar Group Inc Com$56,000
-8.2%
7100.0%0.00%0.0%
PAYX SellPaychex Inc Com$66,000
+22.2%
484
-0.4%
0.00%0.0%
LULU  Lululemon Athletica$49,000
-2.0%
1250.0%0.00%0.0%
JWN  Nordstrom Inc Com$61,000
-14.1%
2,6880.0%0.00%
-33.3%
APD BuyAir Products Chem$52,000
+44.4%
171
+19.6%
0.00%
+100.0%
PGX  Invesco Preferred ETFpfd etf$69,0000.0%4,6200.0%0.00%
-33.3%
CDK  CDK Global Inc Com$70,0000.0%1,6660.0%0.00%
-33.3%
ANSS  Ansys Inc$52,000
+18.2%
1300.0%0.00%0.0%
VGSH  Vanguard ShortTerm Treasury ETFshort term treas$65,0000.0%1,0630.0%0.00%0.0%
CLX BuyClorox Co Com$77,000
+6.9%
440
+0.7%
0.00%
-33.3%
TPL  Texas Pacific Land$59,000
+5.4%
470.0%0.00%0.0%
ALLE  Allegion PLC$68,000
+1.5%
5100.0%0.00%
-33.3%
XEL BuyXcel Energy Inc Com$73,000
+10.6%
1,066
+0.6%
0.00%0.0%
DPZ  Dominos Pizza Inc.$74,000
+19.4%
1320.0%0.00%0.0%
SF  Stifel Financial Corporation$71,000
+4.4%
1,0120.0%0.00%
-33.3%
LQD BuyiShares iBoxx Investment Grade Corp.Bond ETFiboxx inv cp etf$73,000
+1.4%
549
+0.9%
0.00%
-33.3%
PTON BuyPeloton Interactive$55,000
+61.8%
1,542
+285.5%
0.00%
+100.0%
MSOS BuyAdvisorShares Pure US Cannabis ETFpure us cannabis$51,000
+218.8%
2,000
+286.8%
0.00%
+100.0%
KRBN  KFA Global Carbon ETFglobal carb stra$55,000
+25.0%
1,0770.0%0.00%0.0%
ARKK SellARK Innovation ETFinnovation etf$66,000
-57.1%
698
-50.1%
0.00%
-66.7%
WYNN BuyWYNN Resorts LTD$68,000
+44.7%
805
+45.0%
0.00%0.0%
BP BuyBP PLC Sponsored ADRsponsored adr$54,000
-1.8%
2,018
+0.0%
0.00%0.0%
EBAY BuyeBay Inc$60,000
-4.8%
906
+0.1%
0.00%0.0%
PPG BuyPPG Industries Inc$59,000
+31.1%
342
+7.9%
0.00%0.0%
PUBM NewPubMatic Inc$61,000–1,785
+100.0%
0.00%–
ZION BuyZions Bancorporation$70,000
+2.9%
1,110
+0.5%
0.00%
-33.3%
CTAS  Cintas Corp$66,000
+17.9%
1480.0%0.00%0.0%
BOX  Box Inc CL Acl a$71,000
+12.7%
2,7030.0%0.00%0.0%
ICF  iShares Cohen Steers REIT ETFcohen steer reit$61,000
+17.3%
8000.0%0.00%0.0%
ET  Energy Transfer LP$54,000
-14.3%
6,6170.0%0.00%0.0%
EFAX  MSCI EAFE Fossil Fuel Free ETFmsci eafe fs etf$74,000
+2.8%
8810.0%0.00%
-33.3%
SH  ProShares Short SP 500short s&p 500 ne$41,000
-8.9%
3,0000.0%0.00%
-50.0%
TRGP  Targa Resources Corp$19,000
+11.8%
3580.0%0.00%0.0%
TRYP NewSonicShares Airlines Hotels Cruise Linessonicshares air$19,000–4,089
+100.0%
0.00%–
NewToast Inccl a$32,000–921
+100.0%
0.00%–
TM  Toyota Motor Corpads$26,000
+4.0%
1410.0%0.00%0.0%
TDG  Transdigm Group Inc$25,0000.0%400.0%0.00%0.0%
APO NewApollo Global Management Inc$25,000–350
+100.0%
0.00%–
TREX  Trex Inc$47,000
+34.3%
3480.0%0.00%0.0%
AJG BuyArthur J. Gallagher Co.$32,000
+540.0%
188
+394.7%
0.00%–
BFB BuyBrownForman Corpcl b$23,000
+15.0%
310
+1.6%
0.00%0.0%
SPWR NewSunpower Corporation CMN$16,000–745
+100.0%
0.00%–
ACC BuyAmerican Campus CMMTYS Inc$19,000
+18.8%
336
+0.6%
0.00%0.0%
GNTX  Gentex Corp Com$27,000
+8.0%
7670.0%0.00%0.0%
UPST BuyUpstart Holdings Inc$45,000
-41.6%
300
+22.4%
0.00%
-66.7%
 Ginkgo Bioworks$17,000
-26.1%
1,9950.0%0.00%0.0%
VALE  Vale S.A. Spons Adssponsored ads$45,000
-8.2%
3,2070.0%0.00%
-50.0%
APPH NewAppharvest Inc$16,000–4,225
+100.0%
0.00%–
SQ SellSquare Inc Acl a$31,000
-73.7%
195
-60.6%
0.00%
-75.0%
BAM BuyBrookfield Asset Management Inccl a ltd vt sh$19,000
+18.8%
312
+0.3%
0.00%0.0%
FRC  First Republic Bank$44,000
+7.3%
2140.0%0.00%
-50.0%
GSK  GlaxoSmithKline ADRsponsored adr$33,000
+17.9%
7300.0%0.00%0.0%
BNDX  Vanguard Total International Bond ETFtotal int bd etf$17,0000.0%3110.0%0.00%0.0%
GMRE  Global Med REIT Inc$33,000
+22.2%
1,8400.0%0.00%0.0%
SCCO  Southern Copper Corp$20,000
+17.6%
3200.0%0.00%0.0%
CTEC  Global X CleanTech ETFcleantech etf$44,000
-4.3%
2,4800.0%0.00%
-50.0%
HERO  Global X Video Games Esports ETFvdeo gam esprt$16,000
+6.7%
5500.0%0.00%0.0%
SONY SellSony Corp Spon ADRsponsored adr$46,000
+12.2%
364
-2.7%
0.00%
-50.0%
FITB BuyFifth Third Bancorp$36,000
+157.1%
814
+146.7%
0.00%0.0%
AOS  A.O. Smith Corp.$37,000
+42.3%
4260.0%0.00%0.0%
SLAB  Silicon Laboratories$41,000
+46.4%
2000.0%0.00%0.0%
VONG  Vanguard Russell 1000 Growth ETFvng rus1000grw$27,000
+12.5%
3400.0%0.00%0.0%
VGIT  Vanguard IntermediateTerm Treasury ETFinter term treas$17,000
+6.2%
2510.0%0.00%0.0%
VONE  Vanguard Russell 1000 Index ETFvng rus1000idx$24,000
+14.3%
1090.0%0.00%0.0%
VCIT BuyVanguard IntermediateTerm Corporate Bond ETFint-term corp$21,000
+600.0%
222
+593.8%
0.00%–
VRNS NewVaronis Systems Inc$30,000–625
+100.0%
0.00%–
VBR  Vanguard Small Cap Value ETFsm cp val etf$39,000
+8.3%
2180.0%0.00%0.0%
SHCRW  Sharecare Inc Warrant 712026*w exp 07/01/202$37,000
-68.9%
60,0000.0%0.00%
-75.0%
NDAQ  Nasdaq Inc$17,000
+13.3%
800.0%0.00%0.0%
FAST BuyFastenal Com STK$41,000
+24.2%
647
+0.2%
0.00%0.0%
S NewSentinelone Inccl a$29,000–570
+100.0%
0.00%–
SRE BuySempra Energy$17,000
+13.3%
128
+2.4%
0.00%0.0%
VRTX  Vertex Pharmaceutcls$29,000
+26.1%
1310.0%0.00%0.0%
VIAC SellViacomCBS Inc Class Bcl b$27,000
-28.9%
897
-6.8%
0.00%0.0%
VTRS BuyViatris Inc$17,0000.0%1,282
+0.1%
0.00%0.0%
VICI BuyVici PPTYS Inc Com$28,000
+180.0%
917
+150.5%
0.00%–
XLI  Industrial Select Sector SPDR ETFsbi int-inds$33,000
+10.0%
3130.0%0.00%0.0%
VNT  Vontier Corp.$31,000
-6.1%
9980.0%0.00%0.0%
FINX NewGlobal X FinTech ETFfintech etf$16,000–372
+100.0%
0.00%–
WRE  Washington REITsh ben int$26,000
+8.3%
1,0000.0%0.00%0.0%
WCN  Waste Connections Inc$25,000
+8.7%
1860.0%0.00%0.0%
SLB SellSchlumberger Limited$25,000
-3.8%
843
-5.7%
0.00%0.0%
SAP  SAP Se Spon ADRspon adr$26,000
+4.0%
1870.0%0.00%0.0%
CPT BuyCamden Property Trustsh ben int$23,000
+27.8%
128
+0.8%
0.00%0.0%
SIVB SellSVB Finl Group$18,000
-5.3%
27
-10.0%
0.00%0.0%
LOPE  Grand Canyon Ed Inc$27,0000.0%3170.0%0.00%0.0%
XLNX  Xilinx Inc$38,000
+46.2%
1780.0%0.00%0.0%
JNK  SPDR Blmbg Barclays High Yield Bond ETFbloomberg high y$23,000
+4.5%
2100.0%0.00%0.0%
YUM  Yum Brands Inc$31,000
+19.2%
2200.0%0.00%0.0%
CP BuyCanadian Pacific$20,000
+53.8%
273
+36.5%
0.00%–
ZBH  Zimmer Biomet Holdings Inc$29,000
-12.1%
2260.0%0.00%0.0%
BSX  Boston Scientific$36,000
-2.7%
8560.0%0.00%0.0%
HCA  Hca Healthcare Inc$16,000
+6.7%
640.0%0.00%0.0%
AON  Aon PLC$23,000
+4.5%
780.0%0.00%0.0%
SPXC  S P X Corp$20,000
+11.1%
3400.0%0.00%0.0%
MIME NewMimecast LTD$39,000–495
+100.0%
0.00%–
BG  Bunge LTD$29,000
+16.0%
3100.0%0.00%0.0%
AKAM SellAkamai Technologies$42,000
-70.6%
357
-74.0%
0.00%
-80.0%
COF  Capital One$18,000
-10.0%
1260.0%0.00%0.0%
HIG BuyHartford Financial$18,0000.0%266
+1.9%
0.00%0.0%
ROBO NewRobo Global Robotics Aut Index ETFrobo glb etf$28,000–393
+100.0%
0.00%–
FERG BuyFerguson PLC$23,000
+35.3%
128
+0.8%
0.00%0.0%
ARES  Ares Management$38,000
+11.8%
4700.0%0.00%0.0%
BKNG  Booking HLDGS Inc$46,000
+2.2%
190.0%0.00%
-50.0%
CCL BuyCarnival Corp Paired$30,000
-16.7%
1,493
+2.1%
0.00%0.0%
HSY BuyHershey Company Com$45,000
+15.4%
235
+0.9%
0.00%0.0%
RDSB SellRoyal Dutch Shell Bspon adr b$24,000
-17.2%
546
-18.5%
0.00%0.0%
HPE BuyHewlett Packard$35,000
+150.0%
2,221
+125.0%
0.00%0.0%
ROP  Roper Technologies$21,000
+10.5%
430.0%0.00%0.0%
ARKG SellARK Genomic Revolution ETgenomic rev etf$30,000
-31.8%
491
-16.9%
0.00%
-50.0%
STX BuySeagate Technology Holdings$20,000–174
+1640.0%
0.00%–
ROL BuyRollins Inc Com$40,0000.0%1,161
+1.5%
0.00%
-50.0%
SPOT  Spotify Technology$47,000
+4.4%
2000.0%0.00%
-50.0%
AA BuyAlcoa Corporation$27,000
+28.6%
445
+0.2%
0.00%0.0%
NewLilium NV$36,000–5,245
+100.0%
0.00%–
HUM  Humana Inc$35,000
+20.7%
750.0%0.00%0.0%
IAG  IAMGOLD Corp Com$19,000
+46.2%
6,0000.0%0.00%–
NewRivian Automotive Inc$27,000–265
+100.0%
0.00%–
ILMN SellIllumina Inc$26,000
-55.2%
68
-52.8%
0.00%
-50.0%
BE  Bloom Energy Corp$24,000
+20.0%
1,0970.0%0.00%0.0%
ABCL SellAbCellera Biologics Inc$17,000
-71.2%
1,200
-59.8%
0.00%
-50.0%
INFY  Infosys LTD Spon ADRsponsored adr$18,000
+20.0%
7090.0%0.00%0.0%
CMG BuyChipotle Mexican$24,000
+14.3%
14
+16.7%
0.00%0.0%
ATRC  Atricure Inc$17,0000.0%2500.0%0.00%0.0%
AME  Ametek Inc$19,000
+26.7%
1260.0%0.00%0.0%
NEOG  Neogen CP$26,000
+8.3%
5720.0%0.00%0.0%
AMP  Ameriprise Financial$32,000
+18.5%
1060.0%0.00%0.0%
CHDN  Churchill Downs Inc$43,000
+2.4%
1770.0%0.00%
-50.0%
ADSK  Autodesk Inc Com$46,000
-2.1%
1650.0%0.00%
-50.0%
MARK SellRemark HLDGS Inc Com$20,000
-35.5%
20,000
-33.6%
0.00%0.0%
ELS  Equity Lifestyle Properties Inc$18,000
+20.0%
2000.0%0.00%0.0%
RF SellRegions Finl Corp$26,0000.0%1,188
-3.3%
0.00%0.0%
REGN SellRegeneron$36,000
+2.9%
57
-1.7%
0.00%0.0%
EQH NewEquitable Holdings Inc$19,000–578
+100.0%
0.00%–
O BuyRealty Income Corp$23,000
+475.0%
327
+436.1%
0.00%–
SPLV  Invesco SP 500 Low Volatility ETFs&p500 low vol$26,000
+13.0%
3860.0%0.00%0.0%
RJF BuyRaymond James$28,000
+2700.0%
282
+1780.0%
0.00%–
CQQQ  Invesco China Technology ETFchina technlgy$19,0000.0%3000.0%0.00%0.0%
RPD NewRapid7 Inc$35,000–295
+100.0%
0.00%–
EQNR BuyEquinor Asa Spon ADRsponsored adr$33,000
+3200.0%
1,262
+2643.5%
0.00%–
IQV  IQVIA Holdings Inc$26,000
+18.2%
920.0%0.00%0.0%
CLVS  Clovis Oncology Inc$27,000
-38.6%
10,0000.0%0.00%
-50.0%
QS SellQuantumscape Corp$22,000
-54.2%
976
-50.2%
0.00%
-50.0%
QLYS NewQualys Inc Com$41,000–299
+100.0%
0.00%–
EPD  Enterprise Products$44,000
+2.3%
2,0000.0%0.00%
-50.0%
ETR BuyEntergy Corp New$20,000
+566.7%
179
+442.4%
0.00%–
PEG BuyPublic SVC$39,000
+254.5%
586
+211.7%
0.00%–
SHY  iShares 13 Year Treasury Bond ETF1 3 yr treas bd$31,0000.0%3600.0%0.00%0.0%
PTRA NewProterra Inc$30,000–3,415
+100.0%
0.00%–
EMR BuyEmerson Electric Co$20,000
+900.0%
219
+682.1%
0.00%–
IYF NewiShares US Financials ETFu.s. finls etf$23,000–262
+100.0%
0.00%–
EW SellEdwards Lifesciences$27,000
+12.5%
212
-0.5%
0.00%0.0%
PIPR  Piper Jaffray Cos$30,000
+30.4%
1680.0%0.00%0.0%
CMF  iShares California Muni Bond ETFcalif mun bd etf$28,0000.0%4520.0%0.00%0.0%
MUB  iShares National Muni Bond ETFnational mun etf$41,0000.0%3530.0%0.00%
-50.0%
HYG  iShares iBoxx High Yield Corporate Bond ETFiboxx hi yd etf$33,000
+3.1%
3750.0%0.00%0.0%
KXI BuyiShares Global Consumer Staples ETFglb cnsm stp etf$36,000
+12.5%
556
+1.3%
0.00%0.0%
EFG NewiShares MSCI EAFE GRWTH ETFeafe grwth etf$16,000–145
+100.0%
0.00%–
IWY  iShares Russell Top 200 Growth Index Fundrus tp200 gr etf$32,000
+14.3%
1870.0%0.00%0.0%
ISTB  iShares Core 15 Year USD Bond ETFcore 1 5 yr usd$26,0000.0%5180.0%0.00%0.0%
BBEU  JPMorgan BetaBuilders Europe ETFbetabuilders eur$45,000
+7.1%
7500.0%0.00%
-50.0%
BBJP  JPMorgan BetaBuilders Japan ETFbetabuldrs japan$25,000
-7.4%
4620.0%0.00%0.0%
BBCA  JPMorgan BetaBuilders Canada ETFbetabuilders cda$20,000
+11.1%
2960.0%0.00%0.0%
CMA SellComerica Inc$28,000
+3.7%
319
-6.2%
0.00%0.0%
AFL BuyAflac Inc$33,000
+17.9%
564
+1.4%
0.00%0.0%
J BuyJacobs Engr Group$30,000
+7.1%
215
+0.5%
0.00%0.0%
EVT  Eaton Vance Tax Advantaged Dividend Inc$33,000
+10.0%
1,0950.0%0.00%0.0%
AVA BuyAvista Corp$43,000
+10.3%
1,010
+1.0%
0.00%0.0%
KLAC  KLA Corp.$38,000
+31.0%
880.0%0.00%0.0%
BCE SellBCE, Inc.$17,000
-82.8%
326
-83.4%
0.00%
-75.0%
PEB  Pebblebrook Hotel$24,0000.0%1,0810.0%0.00%0.0%
KMI BuyKinder Morgan Inc$34,000
+750.0%
2,143
+628.9%
0.00%–
KGC  Kinross Gold Corp$35,000
+9.4%
6,0550.0%0.00%0.0%
CTVA BuyCorteva Inc Com$46,000
+119.0%
979
+92.7%
0.00%0.0%
AFRM NewAffirm Holdings Inc A$16,000–160
+100.0%
0.00%–
AWK BuyAmerican Water Works$22,000
+15.8%
119
+1.7%
0.00%0.0%
PAAS BuyPan Amern Silver$25,000
+108.3%
990
+90.4%
0.00%–
NewLICycle Holdings$39,000–3,935
+100.0%
0.00%–
LHX BuyL3 Harris Technologies$41,0000.0%192
+1.6%
0.00%
-50.0%
LRCX  Lam Research Corp$16,000
+33.3%
220.0%0.00%–
CUBE BuyCubesmart Com$32,000
+18.5%
567
+0.7%
0.00%0.0%
PCAR  Paccar Inc Com$16,000
+14.3%
1800.0%0.00%0.0%
BLL  Ball Corp Com NPV$22,000
+10.0%
2290.0%0.00%0.0%
CYTK  Cytokinetics, Inc. CMN$23,000
+27.8%
5050.0%0.00%0.0%
NRZ  New Residential Invt$35,000
+2.9%
3,1740.0%0.00%0.0%
AIG BuyAmerican Intl Group$42,000
+200.0%
741
+179.6%
0.00%0.0%
LNC SellLincoln National$22,0000.0%328
-0.3%
0.00%0.0%
PNM  PNM Resources Inc$25,000
-7.4%
5500.0%0.00%0.0%
AMH BuyAmerican Homes 4cl a$32,000
+14.3%
742
+0.1%
0.00%0.0%
LMT SellLockheed Martin Corp$27,000
-3.6%
75
-8.5%
0.00%0.0%
EOG SellEog Resources Inc$19,000
+11.8%
210
-2.3%
0.00%0.0%
DVN SellDevon Energy Corp$28,000
+12.0%
641
-10.3%
0.00%0.0%
IX  Orix Corporationsponsored adr$21,000
+10.5%
2040.0%0.00%0.0%
BK  Bank Of New York$34,000
+13.3%
5940.0%0.00%0.0%
FANG  Diamondback Energy$19,000
+18.8%
1790.0%0.00%0.0%
MPC BuyMarathon Petroleum$40,000
+166.7%
631
+151.4%
0.00%0.0%
OGN BuyOrganon Co$16,0000.0%517
+0.2%
0.00%0.0%
MRVL  Marvell Technology Group$30,000
+50.0%
3420.0%0.00%0.0%
DBRG  Digitalbridge Group Inc$26,000
+36.8%
3,1610.0%0.00%0.0%
OGS BuyOne Gas Inc$39,000
+25.8%
504
+0.8%
0.00%0.0%
DD BuyDuPont De Nemours$29,000
+314.3%
355
+203.4%
0.00%–
MCFE NewMcafee Corp$27,000–1,030
+100.0%
0.00%–
AMC  Amc Entertainment$43,000
-28.3%
1,5800.0%0.00%
-50.0%
ORLY  Oreilly Automotive$17,000
+21.4%
240.0%0.00%0.0%
NTR BuyNutrien LTD Com NPV$21,000
+600.0%
274
+398.2%
0.00%–
NUE  Nucor Corp Com$44,000
+15.8%
3870.0%0.00%0.0%
MCW  Mister Car Wash Inc$18,0000.0%1,0000.0%0.00%0.0%
MRNA BuyModerna Inc$35,000
-7.9%
137
+35.6%
0.00%0.0%
VXX NewBarclays Bank PLCipth sr b s&p$19,000–1,000
+100.0%
0.00%–
NOC BuyNorthrop Grumman$28,000
+12.0%
72
+1.4%
0.00%0.0%
NTRS  Northern Trust Corp$17,000
+13.3%
1380.0%0.00%0.0%
NICE  Nice LTD ADREachsponsored adr$31,000
+10.7%
1010.0%0.00%0.0%
NewDocGo Inc$47,000–5,000
+100.0%
0.00%–
FCPT  Four Corners PPTY TR$22,000
+15.8%
7280.0%0.00%0.0%
TENB BuyTenable HLDGS Inc$43,000
+2050.0%
779
+1220.3%
0.00%–
TDOC SellTeladoc Health Inc$16,000
-79.7%
170
-72.7%
0.00%
-66.7%
CSIQ ExitCanadian Solar Inc$0–-84
-100.0%
0.00%–
AES  The AES Corp$1,0000.0%560.0%0.00%–
ASX  Ase Technologysponsored ads$6,0000.0%7580.0%0.00%–
ADPT  Adaptive Biotechnologies Corpo CMN$15,000
-16.7%
5370.0%0.00%
-100.0%
ASIX  AdvanSix Inc$0–60.0%0.00%–
AEG BuyAegon N V NY$0–8
+14.3%
0.00%–
A  Agilent Technologies$13,0000.0%840.0%0.00%–
ATSG  Air Trans SVCS Group$6,000
+20.0%
2000.0%0.00%–
ALK  Alaska Air Group Inc$3,0000.0%660.0%0.00%–
ALB  Albemarle Corporation$8,000
+14.3%
350.0%0.00%–
ALRS  Alerus Financial Corp$1,000–200.0%0.00%–
ARE BuyAlexandria Real$2,000
+100.0%
9
+28.6%
0.00%–
ALGN  Align Technology Inc$7,0000.0%110.0%0.00%–
ADS  Alliance Data System$2,000
-33.3%
330.0%0.00%–
LNT BuyAlliant Energy Corp$1,000–17
+70.0%
0.00%–
ALLO  Allogene Therapeutics, Inc$0–320.0%0.00%–
MDRX  Allscripts$5,000
+66.7%
2450.0%0.00%–
AEE BuyAmeren Corporation$7,000
+600.0%
74
+428.6%
0.00%–
AAL  American Airlines$3,0000.0%1920.0%0.00%–
AEP BuyAmerican Elec PWR Co$5,000
+25.0%
60
+9.1%
0.00%–
AEO  American Eagle$4,000
+33.3%
1470.0%0.00%–
CRMT  Americas Car Mart$3,0000.0%310.0%0.00%–
APH  Amphenol Corp Classcl a$11,000
+22.2%
1300.0%0.00%–
ANAB  AnaptysBio Inc$4,000
+33.3%
1270.0%0.00%–
APA  Apa$12,000
+33.3%
4490.0%0.00%–
AIRC  Apartment Income REIT Corp$0–90.0%0.00%–
ATR  AptarGroup Inc$9,0000.0%760.0%0.00%–
ARNC  Arconic Corporation$1,000–290.0%0.00%–
ARCT NewArcturus$2,000–58
+100.0%
0.00%–
ANET BuyArista Networks Inc$2,000
+100.0%
12
+300.0%
0.00%–
ARW  Arrow Electronics$8,000
+33.3%
580.0%0.00%–
ASH  Ashland Global HLDGS$7,000
+16.7%
680.0%0.00%–
ASB  Associated Banc Corp$3,0000.0%1460.0%0.00%–
AIZ BuyAssurant Inc$4,000
+33.3%
25
+8.7%
0.00%–
ATO NewAtmos Energy Corp$0–4
+100.0%
0.00%–
ATOS NewAtossa Therapeutics$1,000–775
+100.0%
0.00%–
ACB  Aurora Cannabis Inc$2,0000.0%3080.0%0.00%–
ATHM NewAutohome Inc Sponsp ads rp cl a$1,000–17
+100.0%
0.00%–
AVNS  Avanos Med Inc$0–50.0%0.00%–
AVY  Avery Dennison Corp$1,000–40.0%0.00%–
AXON  Axon Enterprise Inc$3,0000.0%200.0%0.00%–
BKTI  BK Technologies$0–10.0%0.00%–
BKR  Baker Hughes A GE Cocl a$6,0000.0%2460.0%0.00%–
BBD  Banco Bradesco SA SPsp adr pfd new$7,0000.0%2,0470.0%0.00%–
BBVA SellBanco Bilbao Vizcayasponsored adr$11,000
-42.1%
1,800
-39.1%
0.00%
-100.0%
SAN  Banco Santander SAadr$1,0000.0%3730.0%0.00%–
BSBR SellBancoads rep 1 unit$4,0000.0%689
-3.6%
0.00%–
CIB  Bancolombia SA Sponspon adr pref$8,0000.0%2430.0%0.00%–
BMO BuyBank Of Montreal Com$2,0000.0%21
+5.0%
0.00%–
BLI BuyBerkeley Lights Inc$15,000
+66.7%
800
+60.0%
0.00%–
WRB  Berkley W R Corp Com$6,000
+20.0%
780.0%0.00%–
BERY  Berry Global Group Inc$7,000
+16.7%
990.0%0.00%–
BBY  Best Buy Co Inc Com$2,0000.0%190.0%0.00%–
BIG  Big Lots Inc Com$2,0000.0%520.0%0.00%–
BCRX  Biocryst$3,0000.0%2270.0%0.00%–
BIIB  Biogen Inc$9,000
-10.0%
380.0%0.00%–
BKI  Black Knight Inc Com$3,000
+50.0%
330.0%0.00%–
BB  Blackberry LTD Com$0–70.0%0.00%–
BDJ  BlackRock Enhanced Equit$14,000
+7.7%
1,4110.0%0.00%–
BIGZ  BlackRock Innovation and Growth Trust$1,0000.0%1000.0%0.00%–
HRB  Block H R Inc$1,000–230.0%0.00%–
BWA  Borg Warner Inc Com$2,0000.0%520.0%0.00%–
BXP SellBoston Properties$2,000
-93.1%
18
-93.3%
0.00%
-100.0%
BDN  Brandywine RLTY TRsh ben int new$5,000
+25.0%
3390.0%0.00%–
BRFS  BRF SA Sponsored ADRsponsored adr$1,000–1830.0%0.00%–
BTI  British Americansponsored adr$1,000–190.0%0.00%–
BR  Broadridge Financial$2,000
+100.0%
100.0%0.00%–
BRKS  BrooksAutomation Inc$4,000
+33.3%
350.0%0.00%–
BRO NewBrown Brown Inc$0–6
+100.0%
0.00%–
CAE  Cae Inc$4,000
-20.0%
1690.0%0.00%–
CBOE NewCBOE Global Markets$0–3
+100.0%
0.00%–
CBRE  Cbre Group Inc Comcl a$14,000
+16.7%
1280.0%0.00%–
CF  CF Industries$1,000–150.0%0.00%–
CHRW  CH Robinson$10,000
+25.0%
960.0%0.00%–
CMS BuyCMS Energy Corp Com$3,000
+50.0%
44
+18.9%
0.00%–
COG  Cabot Oil Gas Corp$4,000
-20.0%
2300.0%0.00%–
CDNS  Cadence Design$3,000
+50.0%
150.0%0.00%–
CALX  Calix Inc$5,000
+66.7%
630.0%0.00%–
CCJ  Cameco Corp Com NPV$12,0000.0%5590.0%0.00%–
CPB BuyCampbell Soup Co Cap$1,000–22
+83.3%
0.00%–
CANO NewCano Health Inc$0–0
+100.0%
0.00%–
CAJ  Canon Inc Sponsoredsponsored adr$1,0000.0%430.0%0.00%–
CGC  Canopy Growth$6,000
-33.3%
6950.0%0.00%–
CAH  Cardinal Health Inc$4,000
+33.3%
780.0%0.00%–
KMX  Carmax Inc$4,000
+33.3%
280.0%0.00%–
CUK  Carnival PLC Adsadr$6,000
-14.3%
3500.0%0.00%–
CASS SellCass Information Systems Inc$2,0000.0%58
-1.7%
0.00%–
CE  Celanese Corp Del$1,0000.0%80.0%0.00%–
CLDX  Celldex Therapeutics$0–80.0%0.00%–
CNC BuyCentene Corp Del$4,000
+100.0%
44
+15.8%
0.00%–
CNP  Centerpoint Energy$2,0000.0%850.0%0.00%–
CENX  Century Aluminum Co$7,000
+40.0%
4230.0%0.00%–
CRNC  Cerence Inc$3,0000.0%330.0%0.00%–
CDAY  Ceridian HCM HLDG$4,0000.0%380.0%0.00%–
ZNH  China Southernspon adr cl h$1,000–270.0%0.00%–
SNP  China Petroleum$5,0000.0%1000.0%0.00%–
CHT  Chunghwa Telecom ADRspon adr new11$6,000
+20.0%
1340.0%0.00%–
CIEN  Ciena Corp Com New$9,000
+80.0%
1160.0%0.00%–
CINF BuyCincinnati Financial$8,000
+14.3%
67
+4.7%
0.00%–
CFG  Citizens Finl Group$15,000
+7.1%
3130.0%0.00%
-100.0%
CTXS  Citrix SYS Inc Com$1,000–60.0%0.00%–
CWEN  Clearway Energy Inccl c$3,000
+50.0%
950.0%0.00%–
CIGI  Colliers Intl Group$11,000
+22.2%
720.0%0.00%–
CIG SellCEMIG ADRsp adr n-v pfd$6,000
-14.3%
2,306
-17.4%
0.00%–
NewConsensus Cloud Solutions Inc$1,000–10
+100.0%
0.00%–
ED BuyConsolidated Edison$5,000
+66.7%
54
+10.2%
0.00%–
COO  Cooper Companies Inc$1,0000.0%30.0%0.00%–
CPRT  Copart Inc Com$4,000
+33.3%
280.0%0.00%–
CROX  Crocs Inc$5,000
-16.7%
420.0%0.00%–
CRON  Cronos Group Inc Com$11,000
-31.2%
2,8500.0%0.00%
-100.0%
CMI  Cummins Inc$11,0000.0%490.0%0.00%–
CW  CurtissWright Corp$6,000
+20.0%
440.0%0.00%–
DHI  DR Horton Inc Com$7,000
+40.0%
630.0%0.00%–
DTE BuyDte Energy Holding$11,000
+10.0%
92
+3.4%
0.00%–
DTM  DT Midstream Inc$2,0000.0%440.0%0.00%–
DXC  DXC Technology Co$9,000
+12.5%
2650.0%0.00%–
DECK  Deckers Outdoor Corp$11,000
+10.0%
300.0%0.00%–
DELL  Dell Technologiescl c$1,000
-50.0%
210.0%0.00%–
XRAY  Dentsply Sirona Inc$5,000
+25.0%
820.0%0.00%–
DRH  Diamondrock$4,000
+33.3%
4000.0%0.00%–
APPS  Digital Turbine Inc$5,0000.0%870.0%0.00%–
DBGI  Digital Brands Group$1,0000.0%6040.0%0.00%–
DFS  Discover Financial Services$4,0000.0%340.0%0.00%–
DISCA SellDiscovery Inc A$5,000
-94.6%
204
-94.4%
0.00%
-100.0%
DISCK  Discovery Inc C$14,0000.0%6120.0%0.00%
-100.0%
DISH  Dish Network Corpcl a$2,0000.0%500.0%0.00%–
RDY  DR. Reddy Sadr$4,000
+33.3%
600.0%0.00%–
DG  Dollar General Corp.$11,000
+22.2%
470.0%0.00%–
DOYU  Douyu Internationalsponsored ads$0–200.0%0.00%–
DOV  Dover Corp Com$13,000
+18.2%
740.0%0.00%–
DKNG SellDraftkings Inc Com$0
-100.0%
5
-99.8%
0.00%
-100.0%
DRE BuyDuke Realty Corp Com$2,000–23
+43.8%
0.00%–
LOCO NewEl Pollo Loco$11,000–792
+100.0%
0.00%–
EQT  EQT Corporation Com$6,000
+20.0%
2760.0%0.00%–
FIVG  Defiance Next Gen Connectivity ETFdefiance next$2,000
+100.0%
400.0%0.00%–
MJ SellETFMG Alternative Harvest ETFetfmg altr hrvst$0
-100.0%
10
-99.8%
0.00%
-100.0%
FCRD  First Eagle Alternative Capital$2,000
+100.0%
3500.0%0.00%–
EWBC  East West Bancorp$8,000
+14.3%
1020.0%0.00%–
DEA SellEasterly Govt PPTYS$2,000
-71.4%
81
-78.5%
0.00%–
EMN  Eastman Chemical Co$5,000
+25.0%
420.0%0.00%–
EC  Ecopetrol S Asponsored ads$4,0000.0%3150.0%0.00%–
EDIT NewEditas Medicine Inc$2,000–63
+100.0%
0.00%–
ELAN  Elanco Animal Health$0–40.0%0.00%–
ENB SellEnbridge Inc$2,000
-60.0%
52
-63.9%
0.00%–
ENR  Energizer Holdings Inc$2,000
+100.0%
490.0%0.00%–
ENPH SellEnphase Energy Inc$2,0000.0%12
-14.3%
0.00%–
ENV  Envestnet Inc$3,000
+50.0%
330.0%0.00%–
NVST  Envista Holdings$8,000
+14.3%
1850.0%0.00%–
EFX  Equifax Inc Com$13,000
+18.2%
460.0%0.00%–
EQR BuyEquity Residentialsh ben int$2,000
+100.0%
22
+37.5%
0.00%–
EPRT  Essential Properties Realty Trust, Inc. CMN$3,000
+50.0%
1030.0%0.00%–
WTRG  Essential Utilities Inc$7,000
+16.7%
1320.0%0.00%–
ETSY  Etsy Inc Com$4,000
+33.3%
190.0%0.00%–
EEFT  Euronet Worldwide Inc$3,000
+50.0%
210.0%0.00%–
EVBG  Everbridge Inc$1,000
-50.0%
160.0%0.00%–
ES NewEversource Energy$0–5
+100.0%
0.00%–
EVH  Evolent Health Inccl a$3,0000.0%1170.0%0.00%–
EXPE  edia Group Inc$1,000–50.0%0.00%–
EXPD  editors Intl Wash$2,0000.0%170.0%0.00%–
EXR BuyExtra Space Storage$14,000
+40.0%
61
+1.7%
0.00%–
FMC  FMC Corp Com Usd0.10$3,000
+50.0%
250.0%0.00%–
FRT  Federal Realtysh ben int new$2,000
+100.0%
150.0%0.00%–
FNF BuyFidelity National Financial$15,000–292
+9633.3%
0.00%–
FMBI  First Midwest$3,000
+50.0%
1270.0%0.00%–
FSLR SellFirst Solar Inc Com$14,000
-33.3%
160
-29.5%
0.00%
-100.0%
FDN  First Trust Dow Jones Internet ETFdj internt idx$1,0000.0%50.0%0.00%–
FSV  FirstService Corp$14,000
+16.7%
720.0%0.00%–
FE BuyFirstenergy Corp Com$8,000
+33.3%
183
+6.4%
0.00%–
FIVN  Five9 Inc Com$2,0000.0%150.0%0.00%–
FLT  Fleetcor$3,0000.0%150.0%0.00%–
FLS  Flowserve Corp Com$1,000–270.0%0.00%–
FMX  Fomento Economicospon adr units$2,0000.0%270.0%0.00%–
FBRX NewForte Biosciences$2,000–858
+100.0%
0.00%–
FBHS  Fortune Brands Home$11,000
+22.2%
1030.0%0.00%–
FOXA  Fox Corp Class A$1,0000.0%260.0%0.00%–
FOX  Fox Corp Class B$1,0000.0%430.0%0.00%–
FOXF  Fox Factory Holding$4,000
+33.3%
210.0%0.00%–
FNV  Franco Nevada Corp F$12,000
+9.1%
900.0%0.00%–
BEN  Franklin Resources$4,000
+33.3%
1180.0%0.00%–
FMS  Fresenius Medicalsponsored adr$3,000
+50.0%
840.0%0.00%–
FUBO  Fubotv Inc$2,0000.0%1230.0%0.00%–
 Gxo Logistics Incorporated$6,000
+20.0%
680.0%0.00%–
GPS  Gap Inc Com$2,0000.0%1150.0%0.00%–
NewGetnet Adquirencia Esponsored ads$0–86
+100.0%
0.00%–
GBCI  Glacier Bancorp Inc$5,0000.0%950.0%0.00%–
GPN SellGlobal PMTS Inc Com$11,000
-52.2%
82
-43.8%
0.00%
-100.0%
GL  Globe Life Inc Com$2,000
+100.0%
170.0%0.00%–
GDRX BuyGoodRX Holdings Inc$13,000
+30.0%
393
+48.3%
0.00%–
GRPU  Granite Real Estateunit 99/99/9999$9,000
+28.6%
1120.0%0.00%–
GPK  Graphic Packaging$6,000
+20.0%
2970.0%0.00%–
OMAB  Grupo Aeroportuariospon adr$4,000
+33.3%
760.0%0.00%–
PAC  Gpo Aeroportuariospon adr b$5,000
+25.0%
370.0%0.00%–
GH  Guardant Health Inc$2,0000.0%220.0%0.00%–
HAL  Halliburton Co Com$11,000
+10.0%
4840.0%0.00%–
HALO  Halozyme$3,0000.0%850.0%0.00%–
HOG SellHarley Davidson Com$5,000
+25.0%
124
-3.1%
0.00%–
HMY NewHarmony Gold MNGsponsored adr$1,000–224
+100.0%
0.00%–
HAS  Hasbro Inc Com$3,0000.0%340.0%0.00%–
HR  Healthcare RLTY TR$2,0000.0%720.0%0.00%–
HEIA  Heico Corp Comcl a$6,000
+20.0%
440.0%0.00%–
HES  Hess Corporation Com$2,000
+100.0%
250.0%0.00%–
HLT SellHilton Worldwide$7,000
+16.7%
46
-8.0%
0.00%–
HFC  Hollyfrontier$1,000–160.0%0.00%–
HOLX  Hologic Inc$3,000
+50.0%
350.0%0.00%–
HRL SellHormel Foods Corp$1,0000.0%21
-16.0%
0.00%–
HST  Host Hotels Resorts$1,000–320.0%0.00%–
HWM  Howmet Aerospace Inc$4,000
+33.3%
1230.0%0.00%–
HNP  Huaneng Power$2,000
+100.0%
660.0%0.00%–
HUBB  Hubbell Inc Com$5,000
+25.0%
250.0%0.00%–
JBHT  JB Hunt Transportation Services Inc$2,000
+100.0%
80.0%0.00%–
HBAN  Huntington$14,000
+7.7%
8670.0%0.00%–
HII  Huntington Ingalls$1,0000.0%60.0%0.00%–
HCM  HUTCHMED China ADRsponsored ads$1,0000.0%280.0%0.00%–
ITT  ITT Inc$2,000
+100.0%
220.0%0.00%–
IBN  Icici Bank Limitedadr$1,0000.0%670.0%0.00%–
IEX  Idex Corp Com$2,000
+100.0%
90.0%0.00%–
IDXX  Idexx Laboratories$11,000
+22.2%
160.0%0.00%–
IMO SellImperial Oil LTD$3,000
-62.5%
86
-66.5%
0.00%–
INCY  Incyte Corp Com$10,000
+11.1%
1430.0%0.00%–
IR  Ingersoll Rand Inc$2,000
+100.0%
250.0%0.00%–
IIPR  Innovative Indl$9,000
+28.6%
340.0%0.00%–
IHG  InterContinental Hotels Groupsponsored ads$6,0000.0%940.0%0.00%–
IBOC  International Bancshares Corp$4,0000.0%1000.0%0.00%–
IFF  International Flavors Fragrances$5,000
+25.0%
310.0%0.00%–
IP  International Paper$5,000
-16.7%
1140.0%0.00%–
IPG  Interpublic Group$9,000
+12.5%
2400.0%0.00%–
ITCI  Intra Cellular$6,000
+50.0%
1100.0%0.00%–
IVC NewInvacare Corp$2,000–560
+100.0%
0.00%–
RSP  Invesco SP 500 Equal Weight ETFs&p500 eql wgt$12,000
+20.0%
720.0%0.00%–
PRFZ  Invesco FTSE RAFI US 1500 SmallMid ETFftse rafi 1500$8,000
+14.3%
420.0%0.00%–
PXF  Invesco FTSE RAFI Dev Mkts exUS ETFftse rafi dev$2,000
+100.0%
420.0%0.00%–
PBD NewInvesco Global Clean Energy ETFgbl clean enrg$3,000–114
+100.0%
0.00%–
INVH  Invitation Homes Inc$4,000
+33.3%
900.0%0.00%–
IOVA  Iovance Biotherapeutics Inc$2,0000.0%920.0%0.00%–
EPP  iShares MSCI Pacific ex Japan ETFmsci pac jp etf$2,0000.0%510.0%0.00%–
EMB  iShares J.P. Morgan USD Emerging Markets Bond ETFjpmorgan usd emg$0–10.0%0.00%–
SUSA  iShares MSCI USA ESG Select ETFmsci usa esg slc$5,000
+25.0%
500.0%0.00%–
EFAV  iShares Edge MSCI Min Vol EAFE ETFmsci eafe min vl$11,000
+10.0%
1430.0%0.00%–
CRBN  iShares MSCI ACWI Low Carbon Target ETFmsci lw crb tg$5,000
+25.0%
280.0%0.00%–
DGRO  iShares Core Dividend Growth ETFcore div grwth$8,000
+14.3%
1400.0%0.00%–
JACK  Jack In The Box Inc$2,0000.0%260.0%0.00%–
BBAX  JPMorgan BetaBuilders Dev Asia exJapan ETFbetabuilders dev$15,0000.0%2830.0%0.00%
-100.0%
SellJackson Financial Inc$0–5
-73.7%
0.00%–
JHX  James Hardiesponsored adr$8,000
+33.3%
1940.0%0.00%–
JCOM  J2 Global Inc Com New$3,000
-25.0%
300.0%0.00%–
JNPR  Juniper Networks Com$1,000–220.0%0.00%–
KB  KB Financial Groupsponsored adr$6,0000.0%1370.0%0.00%–
KALA  Kala Pharmaceuticals$10,000
-50.0%
8,0000.0%0.00%
-100.0%
KDP  Keurig DR Pepper Inc$4,000
+33.3%
1020.0%0.00%–
KEY  Keycorp New Com$9,000
+12.5%
3790.0%0.00%–
KEYS  Keysight$7,000
+40.0%
320.0%0.00%–
KRG BuyKite Realty Group$9,000
+125.0%
423
+93.2%
0.00%–
KSS  Kohls Corporation$4,000
+33.3%
830.0%0.00%–
KTB  Kontoor Brands Inc$3,0000.0%650.0%0.00%–
KEP BuyKorea Electric Power Corp ADRsponsored adr$4,0000.0%483
+11.3%
0.00%–
KR BuyKroger Co Com$10,000
+25.0%
230
+4.5%
0.00%–
NewKyndryl Holdings Inc$10,000–529
+100.0%
0.00%–
LPL  LG Display Co LTDspons adr rep$5,000
+25.0%
5350.0%0.00%–
LH  Laboratory Corp Amer$7,000
+40.0%
210.0%0.00%–
LSF  Laird Superfood Inc$5,000
-16.7%
3500.0%0.00%–
LW  Lamb Weston HLDGS$1,0000.0%180.0%0.00%–
LANC  Lancaster Colony Corp$10,0000.0%610.0%0.00%–
LVS SellLas Vegas Sands Corp$4,0000.0%103
-12.0%
0.00%–
LEG  Leggett platt Inc$0–120.0%0.00%–
LDOS  Leidos HLDGS Inc Com$1,000–70.0%0.00%–
LBRDA  Liberty Broadband Corp Class A$2,000
+100.0%
100.0%0.00%–
LBRDK  Liberty Broadband Corp Class C$11,0000.0%680.0%0.00%–
LSXMA  Liberty Media Corp SiriusXM A$2,000
+100.0%
400.0%0.00%–
LSXMK  Liberty Media Corp SiriusXM C$4,000
+33.3%
800.0%0.00%–
BATRA  Liberty Braves Group Ser A$0–40.0%0.00%–
FWONK  Liberty Media Corp Ser C$1,0000.0%200.0%0.00%–
FWONA  Liberty Media Corp Ser A$1,000–100.0%0.00%–
BATRK  Liberty Braves Group Ser C$0–80.0%0.00%–
LYV  Live Nation$14,000
+40.0%
1180.0%0.00%–
L  Loews Corp$1,000–140.0%0.00%–
NewLoyalty Ventures Inc$0–12
+100.0%
0.00%–
LU NewLufax Holding LTD ADR CMN$1,000–117
+100.0%
0.00%–
LUMN  Lumen Technologies Inc$7,0000.0%5850.0%0.00%–
MTB  M T Bank Corp Com$13,000
+8.3%
840.0%0.00%–
MGM  MGM Resorts$2,000
+100.0%
370.0%0.00%–
M  Macy S Inc Com$5,000
+66.7%
1710.0%0.00%–
NewMandiant Inc$2,000–133
+100.0%
0.00%–
MNKD  Mannkind Corp Com$1,000–2000.0%0.00%–
MARA  Marathon Digital$3,000
+50.0%
800.0%0.00%–
MRO SellMarathon Oil$12,000
+20.0%
715
-4.5%
0.00%–
MKTX  MarketAxess Holdings Inc$1,0000.0%30.0%0.00%–
MLM  Martin Marietta$6,000
+50.0%
140.0%0.00%–
MAS BuyMasco Corp Com$9,000
+28.6%
128
+0.8%
0.00%–
MTCH  Match Group Inc New$12,000
-7.7%
890.0%0.00%–
MKC BuyMcCormick company$3,000
+200.0%
29
+20.8%
0.00%–
MMSI  Merit Medical$3,0000.0%480.0%0.00%–
MCHP BuyMicrochip Technology$4,000
+33.3%
44
+100.0%
0.00%–
MAA BuyMid Amer Apt CMNTYS$2,000
+100.0%
9
+28.6%
0.00%–
MLHR  Herman Miller Inc$5,000
+25.0%
1300.0%0.00%–
MHK  Mohawk Industries$1,000–50.0%0.00%–
TAP  Molson Coors Brewingcl b$1,000–170.0%0.00%–
MPWR  Monolithic PWR Systems Inc$0–10.0%0.00%–
MOS  Mosaic Co New Com$13,000
+8.3%
3410.0%0.00%–
NCR  NCR Corp$1,000–240.0%0.00%–
NRG  NRG Energy Inc$7,000
+16.7%
1570.0%0.00%–
NOV SellNov Inc$1,000–60
-11.8%
0.00%–
NTRA  Natera Inc Com$4,0000.0%390.0%0.00%–
NATH  Nathans Famous Inc$13,000
-7.1%
2310.0%0.00%
-100.0%
NATI BuyNational Instruments$13,000
+8.3%
307
+0.3%
0.00%–
NTAP  Netapp Inc Com$2,000
+100.0%
180.0%0.00%–
NTGR  Netgear Inc Com$2,000
+100.0%
560.0%0.00%–
NWL BuyNewell Brands Inc$8,000–350
+775.0%
0.00%–
NWSA  News Corp Acl a$2,0000.0%1120.0%0.00%–
NI BuyNisource Inc Com$11,000
+22.2%
404
+4.1%
0.00%–
NOAH  Noah Holdingsspon ads cl a$4,0000.0%1310.0%0.00%–
NMR  Nomura HLDGS Incsponsored adr$4,0000.0%9950.0%0.00%–
NLOK  Nortonlifelock Inc$0–170.0%0.00%–
OXY  Occidental Pete Corp$3,000
+50.0%
880.0%0.00%–
OKTA  Okta Inc CL Acl a$11,000
-8.3%
510.0%0.00%–
ODFL  Old Dominion Freight$4,000
+33.3%
120.0%0.00%–
OHI BuyOmega Healthcare$2,000
+100.0%
65
+1.6%
0.00%–
OTEX  Open Text Corp$8,0000.0%1680.0%0.00%–
NewOrion Office REIT Inc$1,000–28
+100.0%
0.00%–
OMI  Owens Minor Inc$4,000
+100.0%
850.0%0.00%–
PCG  PGE Corp Com NPV$7,000
+40.0%
5980.0%0.00%–
PKX  Posco ADR Each Repsponsored adr$4,0000.0%670.0%0.00%–
PPL SellPPL Corp Com Usd0.01$0
-100.0%
13
-99.5%
0.00%
-100.0%
PRAA  Pra Group Inc$3,000
+50.0%
650.0%0.00%–
PVH  PVH Corporation Com$3,000
+50.0%
260.0%0.00%–
PKG  Packaging Corp Of$2,0000.0%170.0%0.00%–
PLTR SellPalantir Technologies Inccl a$12,000
-93.5%
686
-91.1%
0.00%
-100.0%
PRTK  Paratek Pharmaceuticals Inc$2,0000.0%4680.0%0.00%–
PAVM  Pavmed Inc Com$1,000
-75.0%
5250.0%0.00%–
PSO  Pearson Spons ADRsponsored adr$1,0000.0%1060.0%0.00%–
PBA  Pembina Pipeline$2,0000.0%630.0%0.00%–
PENN BuyPenn Natl Gaming Inc$5,000
-16.7%
97
+14.1%
0.00%–
PBCT BuyPeoples Utd Finl Inc$2,000
+100.0%
128
+20.8%
0.00%–
PFGC  Performance Food$5,000
+25.0%
990.0%0.00%–
TLK  PT Telkom Indonesia ADRsponsored adr$1,000–370.0%0.00%–
PTR  Petrochina Co Sponsponsored adr$1,0000.0%220.0%0.00%–
PDD  Pinduoduo Inc ADRsponsored ads$3,000
-40.0%
600.0%0.00%–
BPOP  Popular Inc$11,000
+10.0%
1320.0%0.00%–
POR  Portland Gen Elec Co$4,000
+33.3%
820.0%0.00%–
PGEN NewPrecigen Inc Com$7,000–2,000
+100.0%
0.00%–
PRMW  Primo Water$7,000
+16.7%
4210.0%0.00%–
PFG  Principal Financial$2,000
+100.0%
230.0%0.00%–
PGR BuyProgressive$11,000
+22.2%
105
+4.0%
0.00%–
DOG  ProShares Short Dow30$12,0000.0%3750.0%0.00%–
NewProShares Bitcoin Strategy ETFbitcoin strate$14,000–495
+100.0%
0.00%–
PUMP  Propetro HLDG Corp$8,0000.0%1,0000.0%0.00%–
PUK  Prudential ADR Eachadr$14,000
-6.7%
4040.0%0.00%
-100.0%
PHM  Pulte Group Inc Com$5,000
+25.0%
890.0%0.00%–
QRVO  Qorvo Inc Com$4,0000.0%260.0%0.00%–
PWR  Quanta Services Com$2,0000.0%190.0%0.00%–
DGX BuyQuest Diagnostics$7,000
+40.0%
42
+7.7%
0.00%–
RLJ  RLJ Lodging Trust$5,000
+25.0%
3340.0%0.00%–
RH  RH Com$3,0000.0%50.0%0.00%–
RRC  Range Resources Corp$10,000
-23.1%
5860.0%0.00%–
REG  Regency Centers Corp$1,0000.0%160.0%0.00%–
RGA  Reinsurance GRP Of$4,0000.0%390.0%0.00%–
RELX  Relx PLC Spon Adssponsored adr$6,000
+20.0%
1800.0%0.00%–
RGEN  Repligen Corp$4,0000.0%150.0%0.00%–
RMD  Resmed Inc$3,0000.0%120.0%0.00%–
RVNC  Revance Therapeutics Inc$2,000
-33.3%
1150.0%0.00%–
RIO BuyRio Tinto ADR Eachsponsored adr$9,000
+12.5%
129
+0.8%
0.00%–
RGLD  Royal Gold Inc Com$5,000
+25.0%
460.0%0.00%–
RYAAY  Ryanair HLDGS PLC ADRsponsored ads$11,0000.0%1090.0%0.00%–
SBAC BuySba Communicationscl a$6,000
+50.0%
16
+6.7%
0.00%–
SEIC  Sei Investments Co$4,000
+33.3%
630.0%0.00%–
NewSK Telecom LTD ADRsponsored adr$5,000–173
+100.0%
0.00%–
SLG  SL Green Realty Corp$2,000
+100.0%
260.0%0.00%–
SLM  SLM Corp$5,000
+25.0%
2330.0%0.00%–
RWR  SPDR Dow Jones REIT ETFdj reit etf$4,000
+33.3%
290.0%0.00%–
XBI SellSPDR SP Biotech ETFs&p biotech$10,000
-37.5%
87
-35.6%
0.00%
-100.0%
SSNC NewSSC Technologies$13,000–159
+100.0%
0.00%–
SBRA  Sabra Health Care$5,0000.0%4000.0%0.00%–
SAIL  Sailpoint Technlgies$3,000
+50.0%
680.0%0.00%–
SANM  Sanmina Corporation$6,000
+20.0%
1410.0%0.00%–
SNY NewSanofi Sponsoredsponsored adr$3,000–64
+100.0%
0.00%–
XLRE  Real Estate Select Sector SPDRrl est sel sec$15,000
+25.0%
2900.0%0.00%–
SENS NewSenseonics HLDGS Inc$2,000–735
+100.0%
0.00%–
SHAK  Shake Shack Inc CL Acl a$6,0000.0%770.0%0.00%–
SHG  Shinhan Financialspn adr restrd$5,0000.0%1760.0%0.00%–
SWAV  Shockwave Med Inc$9,0000.0%480.0%0.00%–
SIRI  Sirius XM HLDGS Inc$4,000
+33.3%
5800.0%0.00%–
SNN  Smith Nephew ADRspdn adr new$4,000
+33.3%
1070.0%0.00%–
SJM BuySmucker J M Co Com$4,000
+100.0%
26
+13.0%
0.00%–
SQM  Sociedad Quimicaspon adr ser b$6,0000.0%1160.0%0.00%–
SWN  Southwestern Energy$4,0000.0%8230.0%0.00%–
SPTN  Spartannash Co$2,0000.0%970.0%0.00%–
SAVE  Spirit Airls Inc Com$0–100.0%0.00%–
STT  State STR Corp Com$14,000
+7.7%
1530.0%0.00%–
STM  Stmicroelectronicsny registry$9,000
+12.5%
1850.0%0.00%–
STOR BuyStore Capital Corporation$12,000
+9.1%
344
+1.2%
0.00%–
SMFG  Sumitomo Mitsui Finlsponsored adr$2,000
+100.0%
2500.0%0.00%–
SLF  Sun Life Financial Inc$6,000
+20.0%
1000.0%0.00%–
NewSylvamo Corp$0–9
+100.0%
0.00%–
SNPS  Synopsys Inc Com$2,000
+100.0%
50.0%0.00%–
SNV  Synovus Financial$5,000
+25.0%
1060.0%0.00%–
SYF BuySynchrony Financial$10,000
+900.0%
205
+688.5%
0.00%–
SYBX  Synlogic Inc$14,000
-17.6%
5,5910.0%0.00%
-100.0%
TTWO  TakeTwo Interactive$4,000
+33.3%
220.0%0.00%–
TTM  Tata Motors Limitedsponsored adr$12,000
+50.0%
3690.0%0.00%–
TCRR NewTCR2 Therapeutics$1,000–295
+100.0%
0.00%–
TFX  Teleflex Inc$7,0000.0%200.0%0.00%–
TEF  Telefonica SA ADR Easponsored adr$1,0000.0%2230.0%0.00%–
TME SellTencent Music Entertainment ADRspon ads$8,000
-38.5%
1,131
-37.5%
0.00%–
TDC  Teradata Corp Del$1,0000.0%240.0%0.00%–
TER  Teradyne Inc Com$1,000–50.0%0.00%–
TTEK  Tetra Tech Inc New$12,000
+20.0%
680.0%0.00%–
TXT  Textron Inc$3,000
+50.0%
390.0%0.00%–
TGTX  TG Therapeutics Inc$1,000
-50.0%
650.0%0.00%–
TTD  The Trade Desk Inc$3,000
+50.0%
300.0%0.00%–
TLRY  Tilray Inc Com$2,0000.0%2250.0%0.00%–
TTE  Total SA Sponsored ADRsponsored ads$7,000
+16.7%
1400.0%0.00%–
TNL  Travel Plus Leisure$6,0000.0%1120.0%0.00%–
TCOM  Trip Com Group LTDads$4,0000.0%1510.0%0.00%–
TWLO SellTwilio Inc Acl a$13,000
-72.3%
49
-67.1%
0.00%
-100.0%
TSN BuyTyson Foods Inc CL Acl a$10,000
+25.0%
110
+4.8%
0.00%–
UDR NewUdr Inc$0–7
+100.0%
0.00%–
UCTT  Ultra Clean Holdings$3,000
+200.0%
450.0%0.00%–
URI  United Rentals Inc$7,0000.0%210.0%0.00%–
X  United States Steel$7,000
+16.7%
3050.0%0.00%–
UTL  Unitil Corporation$7,000
+16.7%
1560.0%0.00%–
UHT  Universal Health Realty Incomesh ben int$4,000
+33.3%
660.0%0.00%–
UHS  Universal Health Services Bcl b$1,0000.0%90.0%0.00%–
UNM SellUnum Group$4,000
-20.0%
172
-21.1%
0.00%–
UPWK  Upwork Inc Com$0–40.0%0.00%–
VFC  V F Corp Com NPV$2,000
+100.0%
230.0%0.00%–
VBIV  Vbi Vaccines Inc Cda$2,0000.0%7440.0%0.00%–
VVV  Valvoline Inc Com$2,000
+100.0%
540.0%0.00%–
VOOV SellVanguard SP 500 Value Index ETF500 val idx fd$9,000
-57.1%
56
-62.4%
0.00%
-100.0%
VWOB  Vanguard Emerging Markets Govt Bond ETFemerg mkt bd etf$9,0000.0%1180.0%0.00%–
VTIP  Vanguard ShortTerm InflProtect Sec ETFstrm infproidx$4,000
+33.3%
740.0%0.00%–
VSS BuyVanguard FTSE AllWld exUS SmCp ETFftse smcap etf$13,000
+8.3%
95
+2.2%
0.00%–
VEU BuyVanguard FTSE AllWorld exUSallwrld ex us$7,000
+16.7%
115
+1.8%
0.00%–
VGK SellVanguard FTSE Europeftse europe etf$5,000
-97.5%
75
-97.6%
0.00%
-100.0%
VMW NewVMware Inc Class A$1,000–9
+100.0%
0.00%–
VOD SellVodafone Group Sponsponsored adr$11,000
-94.7%
729
-94.6%
0.00%
-100.0%
VNO  Vornado Realty Trustsh ben int$5,0000.0%1210.0%0.00%–
WEC BuyWec Energy Group Inc$4,000
+33.3%
43
+10.3%
0.00%–
WST  West Pharmaceutical$1,0000.0%30.0%0.00%–
WDC SellWestern Digital Corp$4,000
+33.3%
67
-2.9%
0.00%–
WU BuyWestern Union Co$2,000
+100.0%
128
+64.1%
0.00%–
WBK  Westpac Bankingsponsored adr$7,000
-12.5%
4760.0%0.00%–
WRK  Westrock Co Com$1,000–140.0%0.00%–
WIT  Wipro Spon ADR Eachspon adr 1 sh$1,000–720.0%0.00%–
WF  Woori Financial Group Incsponsored ads$5,000
+25.0%
1690.0%0.00%–
WK  Workiva Inc$2,0000.0%180.0%0.00%–
WH  Wyndham Hotels$10,000
+25.0%
1120.0%0.00%–
XPO  Xpo Logistics Inc$5,0000.0%680.0%0.00%–
XYL  Xylem Inc Com$2,000
+100.0%
130.0%0.00%–
YPF SellYPF Sociedad Anonimspon adr cl d$1,000
-66.7%
188
-76.4%
0.00%–
ZLAB  Zai Lab LTD ADRadr$1,000–90.0%0.00%–
Z  Zillow Group Inc CLcl c cap stk$3,000
-25.0%
460.0%0.00%–
ZNGA SellZynga Inc Comcl a$2,0000.0%330
-13.6%
0.00%–
DB  Deutsche Bank AG Ordnamen akt$1,0000.0%850.0%0.00%–
ADNT  Adient PLC$1,000–160.0%0.00%–
AMCR SellAmcor PLC Ordord$4,000
-55.6%
312
-60.6%
0.00%–
AXS  Axis Capital$2,0000.0%450.0%0.00%–
CPRI  Capri Holdings LTD$6,000
+50.0%
920.0%0.00%–
BAP SellCredicorp Com STK$13,000
-27.8%
110
-34.9%
0.00%
-100.0%
CCEP  CocaCola European$8,0000.0%1500.0%0.00%–
ESGR  Enstar Group Limited$0–10.0%0.00%–
RE BuyEverest Re Group LTD$7,000
+40.0%
24
+4.3%
0.00%–
HELE  Helen Of Troy LTD$3,000
+50.0%
110.0%0.00%–
IVZ BuyInvesco LTD SHS$15,000
-6.2%
668
+0.1%
0.00%
-100.0%
JRVR  James River Group$1,0000.0%460.0%0.00%–
LBTYK  Liberty Global PLC Class C$3,0000.0%1220.0%0.00%–
NLSN  Nielsen HLDGS PLC$2,000
+100.0%
840.0%0.00%–
NAT  Nordic American$1,0000.0%5640.0%0.00%–
NCLH SellNorwegian Cruise Line Holdings$3,000
-90.3%
166
-85.8%
0.00%
-100.0%
NVT  Nvent Electric PLC$2,000
+100.0%
410.0%0.00%–
PNR  Pentair PLC SHS$7,000
+16.7%
940.0%0.00%–
STE  Steris PLC Ord$2,0000.0%100.0%0.00%–
TT  Trane Technologies$7,000
+40.0%
340.0%0.00%–
VALWS  Valaris LTD WTS 04292028*w exp 04/29/202$1,000–2060.0%0.00%–
WLTW  Willis Towers Watson$2,0000.0%90.0%0.00%–
GRMN  Garmin LTD$1,0000.0%80.0%0.00%–
UBS  UBS GROUP$8,000
+33.3%
4240.0%0.00%–
LOGI  Logitech Intl SA$2,0000.0%250.0%0.00%–
RACE  Ferrari$11,000
+37.5%
410.0%0.00%–
LYB  Lyondellbasell$8,000
+14.3%
830.0%0.00%–
QGEN  Qiagen NV SHS New$10,000
+11.1%
1820.0%0.00%–
RCL  Royal Caribbean$13,000
-13.3%
1720.0%0.00%
-100.0%
STNG  Scorpio Tankers Inc$2,000
-33.3%
1770.0%0.00%–
COUR ExitCoursera Inc$0–-386
-100.0%
0.00%–
BZUN ExitBaozun Inc Spon Adssponsored adr$0–-104
-100.0%
0.00%–
DASH ExitDoorDash Inc Acl a$0–-60
-100.0%
0.00%–
AQB ExitAquabounty$0–-442
-100.0%
0.00%–
XL ExitXL Fleet Corp Com CL$0–-310
-100.0%
0.00%–
PDM ExitPiedmont Office$0–-724
-100.0%
0.00%–
CNQ ExitCanadian Natural$0–-173
-100.0%
0.00%–
NVRO ExitNevro Corp Com$0–-16
-100.0%
0.00%–
SGMO ExitSangamo Therapeutics$0–-1,250
-100.0%
0.00%–
DBTX ExitDecibel Therapeutics$0–-100
-100.0%
0.00%–
FEYE ExitFireeye Inc$0–-133
-100.0%
0.00%–
QYLD ExitGlobal X NASDAQ 100 Covered Call ETFnasdaq 100 cover$0–-500
-100.0%
0.00%–
JOBS Exit51job Inc ADRsponsored ads$0–-11
-100.0%
0.00%–
MFG ExitMizuho Finl Groupsponsored adr$0–-263
-100.0%
0.00%–
VEDL ExitVedanta Limited Adssponsored adr$0–-352
-100.0%
0.00%–
GDDY ExitGodaddy Inccl a$0–-57
-100.0%
0.00%–
AXL ExitAmerican Axle MFG$0–-216
-100.0%
0.00%–
KNDI ExitKandi Technologies$0–-73
-100.0%
0.00%–
PRGO ExitPerrigo Co PLC SHS$0–-13
-100.0%
0.00%–
RPAI ExitRetail PPTYS Amercl a$0–-329
-100.0%
0.00%–
FUV ExitArcimoto Inc Com$0–-170
-100.0%
0.00%–
RAPT ExitRapt Therapeutics$0–-80
-100.0%
0.00%–
VIPS ExitVipshop HLDGS LTDsponsored ads a$0–-230
-100.0%
0.00%–
ABB  ABB LTD ADRsponsored adr$15,000
+25.0%
3840.0%0.00%–
FSR ExitFisker Inc CL A Com$0–-135
-100.0%
0.00%–
NVAX ExitNovavax Inc Com New$0–-11
-100.0%
0.00%–
SKM ExitSK Telecom LTDsponsored adr$0–-286
-100.0%
0.00%–
NNDM ExitNano Dimension LTDsponsord ads new$0–-1,000
-100.0%
0.00%–
CMPS ExitCompass Pathways PLCsponsored ads$0–-100
-100.0%
0.00%–
XLRN ExitAcceleron Pharma Inc$0–-20
-100.0%
0.00%–
UGP ExitUltrapar$0–-1,321
-100.0%
0.00%–
WKHS ExitWorkhorse Group Inc$0–-171
-100.0%
0.00%–
KSU ExitKansas City$0–-26
-100.0%
0.00%–
FL ExitFoot Locker Inc Com$0–-1
-100.0%
0.00%–
ASHS ExitXTRCKRS HRVST CSI 500 CHN A SHR ETFxtrack csi 500 a$0–-62
-100.0%
0.00%–
WPP ExitWPP PLC Americanadr$0–-103
-100.0%
0.00%–
DIN ExitDine Brands Global$0–-100
-100.0%
0.00%–
GOEV ExitCanoo Inc$0–-267
-100.0%
0.00%–
WB ExitWeibo ADR Rep 1 CL Asponsored adr$0–-20
-100.0%
0.00%–
STMP ExitStamps.Com Inc$0–-11
-100.0%
0.00%–
AAT ExitAmerican Assets TR$0–-340
-100.0%
0.00%–
FN ExitFabrinet$0–-50
-100.0%
0.00%–
AMED ExitAmedisys Inc$0–-9
-100.0%
0.00%–
NOK ExitNokia Oyj ADR Eachsponsored adr$0–-1,000
-100.0%
0.00%–
UVXY ExitProShares Ultra VIX Short Term Futures ETFultra vix short$0–-2
-100.0%
0.00%–
IPOF ExitSocial Capital Hedosophia Corp VI$0–-500
-100.0%
0.00%–
HRI ExitHerc Holdings Inc$0–-2
-100.0%
0.00%–
RIDE ExitLordstown Motors$0–-262
-100.0%
0.00%–
HACK ExitETFMG Prime Cyber Security ETFprime cybr scrty$0–-100
-100.0%
0.00%–
CHGG ExitChegg Inc Com$0–-26
-100.0%
0.00%–
DM ExitDesktop Metal Inc$0–-2,000
-100.0%
-0.00%–
SMMT ExitSummit Therapeutics$0–-3,200
-100.0%
-0.00%–
HHC ExitHoward Hughes Corp$0–-270
-100.0%
-0.00%–
EWG ExitiShares MSCI Germany ETFmsci germany etf$0–-700
-100.0%
-0.00%–
IGSB ExitiShares Short Term Corporat BD ETF$0–-460
-100.0%
-0.00%–
WISH ExitContextLogic Inc$0–-3,000
-100.0%
-0.00%–
NVTA ExitInvitae Corp$0–-685
-100.0%
-0.00%–
CABO ExitCable One Inc Com$0–-11
-100.0%
-0.00%–
BBIO ExitBridgeBio Pharma Inc$0–-330
-100.0%
-0.00%–
PINS ExitPinterest Inc CL Acl a$0–-379
-100.0%
-0.00%–
KKR ExitKKR co Inc CL A$0–-972
-100.0%
-0.00%–
BYND ExitBeyond Meat Inc Com$0–-500
-100.0%
-0.00%–
VIRT ExitVirtu Finl Inc CL Acl a$0–-1,800
-100.0%
-0.00%–
NTNX ExitNutanix Inc CL Acl a$0–-1,099
-100.0%
-0.00%–
SPTS ExitSPDR Portfolio Short Term Treasury ETFportfolio sh tsr$0–-3,117
-100.0%
-0.00%–
URGN ExitUROGEN PHARMA LTD$0–-7,147
-100.0%
-0.01%–
MGTA ExitMagenta Therapeutics$0–-18,100
-100.0%
-0.01%–
FXC ExitInvesco CurrencyShares Canadian Dollar ETF$0–-3,600
-100.0%
-0.01%–
PCI ExitPIMCO Dynamic Credit and Mortgage$0–-22,111
-100.0%
-0.02%–
RCI ExitRogers Comm Inc CL B (BC)cl b$0–-87,000
-100.0%
-0.15%–
TBT ExitProShares UltraShort 20 Year Treasury$0–-1,000,000
-100.0%
-0.69%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-02-09
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR17Q3 202333.7%
VANGUARD S&P 500 ETF17Q3 20236.8%
SPDR S&P 500 ETF TR17Q3 20233.5%
VANGUARD TAX-MANAGED INTL FD17Q3 20232.5%
APPLE INC COM17Q3 20231.7%
MICROSOFT CORP.17Q3 20231.2%
SPDR GOLD TRUST17Q3 20233.8%
TPG RE FIN TR INC17Q3 20235.1%
INVESCO QQQ TRUST17Q3 20232.5%
VANGUARD SPECIALIZED FUNDS17Q3 20230.7%

View EVOKE WEALTH, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-12
13F-HR2023-11-13
13F-HR2023-08-09
13F-HR2023-05-08
13F-HR2023-02-10
13F-HR2022-11-07
13F-HR2022-08-04
13F-HR2022-05-10
13F-HR2022-02-09
13F-HR2021-11-12

View EVOKE WEALTH, LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

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