$127 Million is the total value of Professional Financial Advisors, LLC's 375 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 20.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VOO | Buy | VANGUARD INDEX FDS | $14,343,000 | +16.2% | 41,731 | +1.3% | 11.30% | -1.8% |
SCZ | Buy | ISHARES TReafe sml cp etf | $9,619,000 | +22.8% | 140,730 | +2.3% | 7.58% | +3.8% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $7,849,000 | +18.9% | 40,323 | +2.0% | 6.19% | +0.5% |
SPTM | Buy | SPDR SER TRportfoli s&p1500 | $6,972,000 | +20.1% | 151,276 | +4.2% | 5.50% | +1.5% |
ACWV | Buy | ISHARES INCmsci gbl min vol | $5,820,000 | +8.6% | 60,058 | +0.2% | 4.59% | -8.2% |
UNP | Buy | UNION PAC CORP | $4,440,000 | +19.3% | 21,326 | +1.6% | 3.50% | +0.8% |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $4,269,000 | +18.6% | 46,109 | +1.2% | 3.36% | +0.2% |
SPGM | Buy | SPDR INDEX SHS FDSportfli msci gbl | $3,534,000 | +16.5% | 72,554 | +0.5% | 2.78% | -1.6% |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,176,000 | +21.5% | 54,420 | +2.8% | 2.50% | +2.7% |
MTUM | Buy | ISHARES TRmsci usa mmentm | $2,874,000 | +19.8% | 17,821 | +4.9% | 2.26% | +1.3% |
DGRO | Buy | ISHARES TRcore div grwth | $2,730,000 | +24.6% | 60,899 | +8.3% | 2.15% | +5.3% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,080,000 | +72.5% | 8,971 | +50.2% | 1.64% | +45.7% |
IJR | Sell | ISHARES TRcore s&p scp etf | $1,838,000 | +26.6% | 20,003 | -0.8% | 1.45% | +7.0% |
SPMO | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $1,822,000 | +20.2% | 34,427 | +8.6% | 1.44% | +1.6% |
AAPL | Sell | APPLE INC | $1,746,000 | +0.5% | 13,155 | -17.6% | 1.38% | -15.1% |
GAA | Sell | CAMBRIA ETF TRglb asset allo | $1,688,000 | +9.0% | 57,789 | -2.1% | 1.33% | -7.9% |
MSFT | Buy | MICROSOFT CORP | $1,648,000 | +41.0% | 7,411 | +28.3% | 1.30% | +19.2% |
CAG | Buy | CONAGRA BRANDS INC | $1,489,000 | +4.1% | 41,070 | +0.8% | 1.17% | -12.0% |
AOR | Sell | ISHARES TRgrwt allocat etf | $1,465,000 | -1.3% | 28,065 | -10.1% | 1.16% | -16.5% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $1,410,000 | +32.3% | 32,065 | +15.4% | 1.11% | +11.8% |
AMZN | Buy | AMAZON COM INC | $1,387,000 | +7.5% | 426 | +0.2% | 1.09% | -9.1% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,295,000 | +29.6% | 38,357 | +8.7% | 1.02% | +9.5% |
PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $1,268,000 | +1.8% | 83,125 | -2.4% | 1.00% | -14.0% |
FB | Buy | FACEBOOK INCcl a | $1,257,000 | +44.0% | 4,603 | +38.7% | 0.99% | +21.7% |
GOOG | Buy | ALPHABET INCcap stk cl c | $1,211,000 | +47.1% | 691 | +36.0% | 0.95% | +24.4% |
SPVU | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 enhncd | $1,193,000 | +26.0% | 35,451 | +0.9% | 0.94% | +6.5% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $1,188,000 | +79.5% | 3,328 | +45.1% | 0.94% | +51.7% |
FFTG | Buy | NORTHERN LTS FD TR IVfrmlaflio tact | $1,167,000 | +6.8% | 40,777 | +0.5% | 0.92% | -9.7% |
LW | LAMB WESTON HLDGS INC | $1,149,000 | +24.2% | 14,586 | 0.0% | 0.91% | +5.0% | |
IMTM | Buy | ISHARES TRmsci intl moment | $1,126,000 | +22.1% | 29,911 | +6.1% | 0.89% | +3.1% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,094,000 | +14.7% | 21,824 | +0.2% | 0.86% | -3.1% |
VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $1,076,000 | +22.7% | 13,225 | +5.9% | 0.85% | +3.7% |
EFA | New | ISHARES TRmsci eafe etf | $1,052,000 | – | 14,416 | +100.0% | 0.83% | – |
GLD | Sell | SPDR GOLD TR | $935,000 | -8.8% | 5,242 | -9.9% | 0.74% | -22.9% |
WMT | Buy | WALMART INC | $899,000 | +3.9% | 6,238 | +0.1% | 0.71% | -12.3% |
TSLA | Sell | TESLA INC | $899,000 | +78.4% | 1,274 | -2.0% | 0.71% | +50.6% |
VLU | Sell | SPDR SER TRspdr s&p1500vl | $820,000 | +20.9% | 6,764 | -0.0% | 0.65% | +2.2% |
KMX | Buy | CARMAX INC | $813,000 | +12.1% | 8,609 | +2.7% | 0.64% | -5.2% |
V | Buy | VISA INC | $808,000 | +23.2% | 3,696 | +2.4% | 0.64% | +4.1% |
SPSM | Buy | SPDR SER TRportfolio s&p600 | $770,000 | +36.8% | 21,501 | +7.4% | 0.61% | +15.6% |
UNH | Buy | UNITEDHEALTH GROUP INC | $767,000 | +18.2% | 2,186 | +2.8% | 0.60% | -0.2% |
KKR | New | KKR & CO INC | $750,000 | – | 18,511 | +100.0% | 0.59% | – |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $680,000 | +23.0% | 16,126 | +8.0% | 0.54% | +3.9% |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $664,000 | +35.5% | 11,040 | +14.9% | 0.52% | +14.4% |
TCTL | ETF SER SOLUTIONSprmse cp divrsfd | $625,000 | +13.2% | 20,870 | 0.0% | 0.49% | -4.3% | |
IAU | Buy | ISHARES GOLD TRUSTishares | $620,000 | +1.5% | 34,184 | +0.1% | 0.49% | -14.2% |
FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $601,000 | +16.2% | 14,856 | -2.8% | 0.47% | -1.7% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $524,000 | +25.7% | 1,669 | +7.8% | 0.41% | +6.2% |
VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $518,000 | +21.3% | 8,524 | +1.2% | 0.41% | +2.5% |
PTON | Buy | PELOTON INTERACTIVE INC | $489,000 | +63.0% | 3,226 | +18.6% | 0.38% | +37.5% |
CHGG | New | CHEGG INC | $469,000 | – | 5,192 | +100.0% | 0.37% | – |
FVC | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wright | $464,000 | +11.8% | 14,926 | -6.9% | 0.37% | -5.4% |
PG | PROCTER AND GAMBLE CO | $451,000 | +1.6% | 3,239 | 0.0% | 0.36% | -14.3% | |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $439,000 | +14.0% | 1,173 | -0.6% | 0.35% | -3.6% |
RNG | New | RINGCENTRAL INCcl a | $432,000 | – | 1,141 | +100.0% | 0.34% | – |
GLDM | WORLD GOLD TRspdr gld minis | $425,000 | +1.2% | 22,423 | 0.0% | 0.34% | -14.5% | |
T | Buy | AT&T INC | $404,000 | +6.9% | 14,059 | +0.5% | 0.32% | -9.7% |
TWLO | New | TWILIO INCcl a | $397,000 | – | 1,174 | +100.0% | 0.31% | – |
SHOP | Buy | SHOPIFY INCcl a | $394,000 | +46.5% | 348 | +19.6% | 0.31% | +23.9% |
SE | Buy | SEA LTDsponsord ads | $390,000 | +32.2% | 1,961 | +4.7% | 0.31% | +11.6% |
Z | Sell | ZILLOW GROUP INCcl c cap stk | $387,000 | +46.0% | 2,980 | -0.5% | 0.30% | +23.5% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $384,000 | +426.0% | 219 | +386.7% | 0.30% | +345.6% |
IWM | Sell | ISHARES TRrussell 2000 etf | $381,000 | +9.2% | 1,944 | -14.7% | 0.30% | -7.7% |
SQ | Buy | SQUARE INCcl a | $379,000 | +46.9% | 1,740 | +4.3% | 0.30% | +24.1% |
UBER | New | UBER TECHNOLOGIES INC | $366,000 | – | 7,172 | +100.0% | 0.29% | – |
EEM | Sell | ISHARES TRmsci emg mkt etf | $361,000 | -72.5% | 6,982 | -76.3% | 0.28% | -76.8% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $358,000 | +8850.0% | 715 | +7844.4% | 0.28% | +6950.0% |
MCO | New | MOODYS CORP | $350,000 | – | 1,207 | +100.0% | 0.28% | – |
EWJ | New | ISHARES INCmsci jpn etf new | $348,000 | – | 5,152 | +100.0% | 0.27% | – |
REET | ISHARES TRglobal reit etf | $347,000 | +17.2% | 14,500 | 0.0% | 0.27% | -1.1% | |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $344,000 | +942.4% | 1,480 | +1257.8% | 0.27% | +774.2% |
CSGP | New | COSTAR GROUP INC | $344,000 | – | 372 | +100.0% | 0.27% | – |
USMV | Sell | ISHARES TRmsci usa min vol | $341,000 | +9.6% | 5,019 | -0.4% | 0.27% | -7.2% |
AOK | Sell | ISHARES TRconser alloc etf | $322,000 | +2.5% | 8,313 | -2.5% | 0.25% | -13.3% |
NVDA | Buy | NVIDIA CORPORATION | $316,000 | +4.3% | 605 | +0.2% | 0.25% | -12.0% |
GMOM | Sell | CAMBRIA ETF TRglb moment etf | $284,000 | +6.8% | 10,940 | -3.0% | 0.22% | -9.7% |
ITOT | Buy | ISHARES TRcore s&p ttl stk | $252,000 | +16.7% | 2,927 | +0.6% | 0.20% | -1.0% |
IMCB | Buy | ISHARES TRmrgstr md cp etf | $235,000 | +18.1% | 1,006 | +0.2% | 0.18% | -0.5% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $206,000 | +24.1% | 1,732 | +6.3% | 0.16% | +4.5% |
ROK | ROCKWELL AUTOMATION INC | $176,000 | +6.0% | 700 | 0.0% | 0.14% | -10.3% | |
TFI | Buy | SPDR SER TRnuveen brc munic | $175,000 | +2.3% | 3,333 | +0.4% | 0.14% | -13.2% |
ABBV | ABBVIE INC | $170,000 | +25.9% | 1,582 | 0.0% | 0.13% | +6.3% | |
DELL | DELL TECHNOLOGIES INCcl c | $162,000 | +21.8% | 2,213 | 0.0% | 0.13% | +3.2% | |
ACWI | Buy | ISHARES TRmsci acwi etf | $158,000 | +17.0% | 1,745 | +0.6% | 0.12% | -0.8% |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $147,000 | +14.8% | 1,794 | +0.3% | 0.12% | -2.5% |
DIS | DISNEY WALT CO | $138,000 | +50.0% | 759 | 0.0% | 0.11% | +26.7% | |
HD | HOME DEPOT INC | $138,000 | -0.7% | 520 | 0.0% | 0.11% | -16.2% | |
XRAY | DENTSPLY SIRONA INC | $126,000 | +11.5% | 2,398 | 0.0% | 0.10% | -5.7% | |
IBM | INTERNATIONAL BUSINESS MACHS | $126,000 | +12.5% | 1,000 | 0.0% | 0.10% | -4.8% | |
FFHG | NORTHERN LTS FD TR IVformula folios | $124,000 | +21.6% | 4,113 | 0.0% | 0.10% | +3.2% | |
AOM | Buy | ISHARES TRmodert alloc etf | $121,000 | +55.1% | 2,802 | +46.1% | 0.10% | +30.1% |
AMAT | Buy | APPLIED MATLS INC | $119,000 | +45.1% | 1,382 | +0.2% | 0.09% | +23.7% |
MGK | VANGUARD WORLD FDmega grwth ind | $119,000 | +13.3% | 584 | 0.0% | 0.09% | -4.1% | |
WFC | WELLS FARGO CO NEW | $119,000 | +41.7% | 3,931 | 0.0% | 0.09% | +20.5% | |
QUAL | Buy | ISHARES TRmsci usa qlt fct | $117,000 | +27.2% | 1,009 | +10.6% | 0.09% | +7.0% |
AOA | Buy | ISHARES TRaggres alloc etf | $115,000 | +125.5% | 1,785 | +97.5% | 0.09% | +89.6% |
IQLT | Buy | ISHARES TRmsci intl qualty | $115,000 | +134.7% | 3,230 | +101.2% | 0.09% | +97.8% |
LMT | Buy | LOCKHEED MARTIN CORP | $116,000 | +1.8% | 327 | +0.6% | 0.09% | -14.2% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $109,000 | +16.0% | 1,857 | +12.5% | 0.09% | -2.3% |
DKL | DELEK LOGISTICS PARTNERS LP | $108,000 | +20.0% | 3,388 | 0.0% | 0.08% | +1.2% | |
VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $104,000 | – | 1,724 | +100.0% | 0.08% | – |
ORCL | ORACLE CORP | $104,000 | +14.3% | 1,614 | 0.0% | 0.08% | -3.5% | |
CPB | Buy | CAMPBELL SOUP CO | $99,000 | +4.2% | 2,045 | +0.7% | 0.08% | -12.4% |
LUMN | Buy | LUMEN TECHNOLOGIES INC | $95,000 | +13.1% | 9,777 | +0.3% | 0.08% | -3.8% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $92,000 | +12.2% | 572 | +0.2% | 0.07% | -3.9% |
RWJ | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $90,000 | +32.4% | 1,106 | 0.0% | 0.07% | +12.7% | |
PEP | PEPSICO INC | $88,000 | +11.4% | 595 | 0.0% | 0.07% | -6.8% | |
DCP | DCP MIDSTREAM LP | $82,000 | +46.4% | 4,412 | 0.0% | 0.06% | +25.0% | |
PSCH | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $80,000 | +27.0% | 469 | 0.0% | 0.06% | +6.8% | |
TSN | Buy | TYSON FOODS INCcl a | $74,000 | +13.8% | 1,150 | +0.5% | 0.06% | -4.9% |
USAC | USA COMPRESSION PARTNERS LP | $70,000 | +34.6% | 5,145 | 0.0% | 0.06% | +14.6% | |
ALL | ALLSTATE CORP | $63,000 | +23.5% | 570 | 0.0% | 0.05% | +4.2% | |
VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $63,000 | +12.5% | 449 | 0.0% | 0.05% | -3.8% | |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $62,000 | +14.8% | 1,115 | +0.1% | 0.05% | -2.0% |
JPIN | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $60,000 | +17.6% | 1,026 | 0.0% | 0.05% | -2.1% | |
VBK | New | VANGUARD INDEX FDSsml cp grw etf | $58,000 | – | 215 | +100.0% | 0.05% | – |
SMMV | New | ISHARES TRmsci usa smcp mn | $57,000 | – | 1,686 | +100.0% | 0.04% | – |
COST | Buy | COSTCO WHSL CORP NEW | $57,000 | +5.6% | 151 | +0.7% | 0.04% | -10.0% |
SGOL | Buy | ABERDEEN STD GOLD ETF TR | $57,000 | +5.6% | 3,097 | +3.5% | 0.04% | -10.0% |
ISCF | ISHARES TRmsci intl sml cp | $56,000 | +14.3% | 1,697 | 0.0% | 0.04% | -4.3% | |
EFG | Buy | ISHARES TReafe grwth etf | $54,000 | +315.4% | 536 | +248.1% | 0.04% | +258.3% |
GAL | Buy | SSGA ACTIVE ETF TRglobl allo etf | $54,000 | +12.5% | 1,255 | +0.9% | 0.04% | -4.4% |
XSOE | New | WISDOMTREE TRem ex st-owned | $51,000 | – | 1,284 | +100.0% | 0.04% | – |
OMP | OASIS MIDSTREAM PARTNERS LP | $48,000 | +60.0% | 4,125 | 0.0% | 0.04% | +35.7% | |
NEE | NEXTERA ENERGY INC | $47,000 | +4.4% | 608 | 0.0% | 0.04% | -11.9% | |
NFLX | Sell | NETFLIX INC | $47,000 | -84.8% | 86 | -86.8% | 0.04% | -87.2% |
EXC | Buy | EXELON CORP | $47,000 | +6.8% | 1,120 | +0.9% | 0.04% | -9.8% |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $46,000 | +15.0% | 676 | -5.7% | 0.04% | -2.7% |
IXUS | Buy | ISHARES TRcore msci total | $46,000 | +666.7% | 683 | +504.4% | 0.04% | +500.0% |
BA | BOEING CO | $46,000 | +48.4% | 216 | 0.0% | 0.04% | +24.1% | |
IVV | Sell | ISHARES TRcore s&p500 etf | $44,000 | +7.3% | 116 | -7.2% | 0.04% | -7.9% |
SPIP | Buy | SPDR SER TRportfli tips etf | $44,000 | +2.3% | 1,406 | +0.1% | 0.04% | -12.5% |
VUG | VANGUARD INDEX FDSgrowth etf | $45,000 | +15.4% | 179 | 0.0% | 0.04% | -2.8% | |
XOM | Buy | EXXON MOBIL CORP | $43,000 | +26.5% | 1,042 | +0.5% | 0.03% | +6.2% |
CID | VICTORY PORTFOLIOS II | $41,000 | +17.1% | 1,394 | 0.0% | 0.03% | -3.0% | |
CERN | CERNER CORP | $40,000 | +11.1% | 512 | 0.0% | 0.03% | -5.9% | |
CATH | GLOBAL X FDSs&p 500 catholic | $41,000 | +17.1% | 879 | 0.0% | 0.03% | -3.0% | |
LGLV | Buy | SPDR SER TRssga us lrg etf | $40,000 | +14.3% | 330 | +0.6% | 0.03% | -3.0% |
BHF | BRIGHTHOUSE FINL INC | $39,000 | +11.4% | 1,064 | 0.0% | 0.03% | -6.1% | |
GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $38,000 | +81.0% | 1,069 | +53.6% | 0.03% | +50.0% |
BKE | Buy | BUCKLE INC | $37,000 | +27.6% | 1,283 | +7.7% | 0.03% | +7.4% |
GVAL | CAMBRIA ETF TRglobal value etf | $37,000 | +32.1% | 1,748 | 0.0% | 0.03% | +11.5% | |
HST | HOST HOTELS & RESORTS INC | $37,000 | +42.3% | 2,498 | 0.0% | 0.03% | +20.8% | |
ET | Buy | ENERGY TRANSFER LP | $35,000 | +20.7% | 5,654 | +0.2% | 0.03% | +3.7% |
ISCV | ISHARES TRmrning sm cp etf | $36,000 | +28.6% | 253 | 0.0% | 0.03% | +7.7% | |
MS | MORGAN STANLEY | $36,000 | +44.0% | 525 | 0.0% | 0.03% | +21.7% | |
XNTK | SPDR SER TRnyse tech etf | $35,000 | +20.7% | 251 | 0.0% | 0.03% | +3.7% | |
VIOV | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $34,000 | +25.9% | 243 | +0.4% | 0.03% | +8.0% |
VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $34,000 | +21.4% | 720 | 0.0% | 0.03% | +3.8% | |
SLV | Buy | ISHARES SILVER TRishares | $34,000 | +61.9% | 1,377 | +42.4% | 0.03% | +35.0% |
BX | BLACKSTONE GROUP INC | $33,000 | +26.9% | 507 | 0.0% | 0.03% | +8.3% | |
KSS | KOHLS CORP | $32,000 | +88.2% | 778 | 0.0% | 0.02% | +56.2% | |
ESGU | Sell | ISHARES TResg awr msci usa | $31,000 | -24.4% | 358 | -35.3% | 0.02% | -36.8% |
XSLV | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $31,000 | +19.2% | 764 | +0.5% | 0.02% | 0.0% |
RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $30,000 | +66.7% | 667 | +41.6% | 0.02% | +41.2% |
WHR | WHIRLPOOL CORP | $31,000 | 0.0% | 169 | 0.0% | 0.02% | -17.2% | |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $31,000 | +82.4% | 161 | +49.1% | 0.02% | +50.0% |
SSO | PROSHARES TR | $30,000 | +30.4% | 333 | 0.0% | 0.02% | +14.3% | |
XLSR | New | SSGA ACTIVE TRspdr ssga us sct | $29,000 | – | 720 | +100.0% | 0.02% | – |
SIZE | Buy | ISHARES TRmsci usa sze ft | $29,000 | +20.8% | 260 | +0.4% | 0.02% | +4.5% |
SHLX | SHELL MIDSTREAM PARTNERS L Punit ltd int | $28,000 | +16.7% | 2,780 | 0.0% | 0.02% | 0.0% | |
PLW | INVESCO EXCH TRADED FD TR II1 30 lader tre | $28,000 | 0.0% | 737 | 0.0% | 0.02% | -15.4% | |
GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $28,000 | +47.4% | 789 | +53.5% | 0.02% | +22.2% |
IEUR | Buy | ISHARES TRcore msci euro | $27,000 | +22.7% | 518 | +0.8% | 0.02% | 0.0% |
BKNG | Sell | BOOKING HOLDINGS INC | $27,000 | -95.3% | 12 | -96.6% | 0.02% | -96.1% |
DGRE | New | WISDOMTREE TRem mkts qtly div | $26,000 | – | 917 | +100.0% | 0.02% | – |
KSU | KANSAS CITY SOUTHERN | $26,000 | +18.2% | 125 | 0.0% | 0.02% | -4.8% | |
QMOM | ALPHA ARCHITECT ETF TRus quan momentum | $25,000 | +31.6% | 473 | 0.0% | 0.02% | +11.1% | |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $25,000 | +13.6% | 214 | +0.9% | 0.02% | -4.8% |
F | FORD MTR CO DEL | $25,000 | +13.6% | 2,850 | 0.0% | 0.02% | -4.8% | |
FBHS | FORTUNE BRANDS HOME & SEC IN | $26,000 | +8.3% | 300 | 0.0% | 0.02% | -9.1% | |
QWLD | Buy | SPDR INDEX SHS FDSmsci wrld strgic | $26,000 | +18.2% | 276 | +0.7% | 0.02% | -4.8% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $26,000 | +30.0% | 180 | +0.6% | 0.02% | +5.3% |
PEAK | HEALTHPEAK PROPERTIES INC | $26,000 | +13.0% | 850 | 0.0% | 0.02% | -4.8% | |
XSMO | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $25,000 | +19.0% | 529 | 0.0% | 0.02% | 0.0% | |
EWX | Buy | SPDR INDEX SHS FDSs&p emktsc etf | $24,000 | +84.6% | 464 | +58.4% | 0.02% | +58.3% |
DFS | DISCOVER FINL SVCS | $24,000 | +41.2% | 262 | 0.0% | 0.02% | +18.8% | |
MMP | MAGELLAN MIDSTREAM PRTNRS LP | $24,000 | +20.0% | 565 | 0.0% | 0.02% | 0.0% | |
MO | ALTRIA GROUP INC | $24,000 | +14.3% | 588 | 0.0% | 0.02% | -5.0% | |
VFC | Buy | V F CORP | $24,000 | +26.3% | 286 | +0.4% | 0.02% | +5.6% |
IVZ | INVESCO LTD | $23,000 | +35.3% | 1,331 | 0.0% | 0.02% | +12.5% | |
LFVN | LIFEVANTAGE CORP | $23,000 | -17.9% | 2,517 | 0.0% | 0.02% | -30.8% | |
KO | Buy | COCA COLA CO | $23,000 | +15.0% | 421 | +0.7% | 0.02% | -5.3% |
FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $23,000 | +15.0% | 895 | 0.0% | 0.02% | -5.3% | |
DUK | Buy | DUKE ENERGY CORP NEW | $21,000 | 0.0% | 230 | +0.4% | 0.02% | -15.0% |
IOO | Buy | ISHARES TRglobal 100 etf | $22,000 | +15.8% | 351 | +0.6% | 0.02% | -5.6% |
GD | GENERAL DYNAMICS CORP | $21,000 | +10.5% | 144 | 0.0% | 0.02% | -5.6% | |
CSCO | Buy | CISCO SYS INC | $21,000 | +110.0% | 466 | +75.2% | 0.02% | +88.9% |
HCA | HCA HEALTHCARE INC | $21,000 | +40.0% | 125 | 0.0% | 0.02% | +21.4% | |
JNJ | Buy | JOHNSON & JOHNSON | $21,000 | +16.7% | 131 | +0.8% | 0.02% | 0.0% |
EVA | ENVIVA PARTNERS LP | $22,000 | +4.8% | 484 | 0.0% | 0.02% | -15.0% | |
UWM | Sell | PROSHARES TR | $20,000 | +53.8% | 228 | -6.2% | 0.02% | +33.3% |
FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $20,000 | +17.6% | 193 | 0.0% | 0.02% | 0.0% | |
JKS | JINKOSOLAR HLDG CO LTDsponsored adr | $19,000 | +11.8% | 300 | 0.0% | 0.02% | -6.2% | |
ENB | ENBRIDGE INC | $19,000 | +11.8% | 602 | 0.0% | 0.02% | -6.2% | |
DE | DEERE & CO | $19,000 | +18.8% | 70 | 0.0% | 0.02% | 0.0% | |
PFE | Buy | PFIZER INC | $19,000 | +46.2% | 503 | +42.5% | 0.02% | +25.0% |
MVV | PROSHARES TR | $19,000 | +46.2% | 405 | 0.0% | 0.02% | +25.0% | |
KMI | Sell | KINDER MORGAN INC DEL | $18,000 | +5.9% | 1,343 | -7.7% | 0.01% | -12.5% |
MCD | Buy | MCDONALDS CORP | $18,000 | +5.9% | 85 | +4.9% | 0.01% | -12.5% |
IPAC | Buy | ISHARES TRcore msci pac | $18,000 | +20.0% | 277 | +0.7% | 0.01% | 0.0% |
COP | CONOCOPHILLIPS | $16,000 | +45.5% | 389 | 0.0% | 0.01% | +30.0% | |
TWTR | TWITTER INC | $17,000 | +30.8% | 322 | 0.0% | 0.01% | +8.3% | |
WEC | WEC ENERGY GROUP INC | $16,000 | -11.1% | 176 | 0.0% | 0.01% | -23.5% | |
IEMG | Buy | ISHARES INCcore msci emkt | $17,000 | +13.3% | 280 | +1.1% | 0.01% | -7.1% |
O | REALTY INCOME CORP | $16,000 | +6.7% | 260 | 0.0% | 0.01% | -7.1% | |
D | DOMINION ENERGY INC | $16,000 | -5.9% | 213 | 0.0% | 0.01% | -18.8% | |
GNR | SPDR INDEX SHS FDSglb nat resrce | $16,000 | +23.1% | 359 | 0.0% | 0.01% | +8.3% | |
EPD | ENTERPRISE PRODS PARTNERS L | $16,000 | +23.1% | 795 | 0.0% | 0.01% | +8.3% | |
MRNA | Buy | MODERNA INC | $16,000 | – | 156 | +2500.0% | 0.01% | – |
XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $16,000 | +23.1% | 546 | +0.6% | 0.01% | +8.3% |
CAPL | CROSSAMERICA PARTNERS LPut ltd ptn int | $15,000 | +15.4% | 894 | 0.0% | 0.01% | 0.0% | |
NKLA | NIKOLA CORP | $15,000 | -16.7% | 1,000 | 0.0% | 0.01% | -29.4% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $14,000 | +27.3% | 188 | 0.0% | 0.01% | +10.0% | |
LNT | ALLIANT ENERGY CORP | $14,000 | -6.7% | 275 | 0.0% | 0.01% | -21.4% | |
SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $14,000 | +16.7% | 430 | +1.9% | 0.01% | 0.0% |
TECL | Sell | DIREXION SHS ETF TRdly tech bull 3x | $14,000 | +27.3% | 35 | -14.6% | 0.01% | +10.0% |
TAIL | CAMBRIA ETF TRtail risk | $14,000 | -6.7% | 700 | 0.0% | 0.01% | -21.4% | |
ESGE | Sell | ISHARES INCesg awr msci em | $14,000 | -22.2% | 328 | -34.4% | 0.01% | -35.3% |
DISH | DISH NETWORK CORPORATIONcl a | $13,000 | +30.0% | 400 | 0.0% | 0.01% | +11.1% | |
SYLD | CAMBRIA ETF TR | $13,000 | +30.0% | 290 | 0.0% | 0.01% | +11.1% | |
FSTA | Buy | FIDELITY COVINGTON TRUSTconsmr staples | $13,000 | +8.3% | 319 | +0.3% | 0.01% | -9.1% |
SUN | SUNOCO LP/SUNOCO FIN CORP | $13,000 | +18.2% | 452 | 0.0% | 0.01% | 0.0% | |
ARKK | Buy | ARK ETF TRinnovation etf | $13,000 | +333.3% | 101 | +236.7% | 0.01% | +233.3% |
INTC | INTEL CORP | $12,000 | +9.1% | 250 | 0.0% | 0.01% | -10.0% | |
SHM | Buy | SPDR SER TRnuveen blmbrg sr | $12,000 | 0.0% | 240 | +0.4% | 0.01% | -18.2% |
MRK | MERCK & CO. INC | $12,000 | +9.1% | 150 | 0.0% | 0.01% | -10.0% | |
SPMD | Buy | SPDR SER TRportfolio s&p400 | $12,000 | +20.0% | 299 | +0.3% | 0.01% | 0.0% |
UAL | UNITED AIRLS HLDGS INC | $12,000 | +33.3% | 269 | 0.0% | 0.01% | +12.5% | |
FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $12,000 | +9.1% | 214 | 0.0% | 0.01% | -10.0% | |
SNA | Buy | SNAP ON INC | $11,000 | +10.0% | 64 | +1.6% | 0.01% | 0.0% |
AFG | AMERICAN FINL GROUP INC OHIO | $11,000 | +22.2% | 123 | 0.0% | 0.01% | +12.5% | |
GM | GENERAL MTRS CO | $12,000 | +20.0% | 298 | 0.0% | 0.01% | 0.0% | |
GLP | GLOBAL PARTNERS LP | $12,000 | +9.1% | 738 | 0.0% | 0.01% | -10.0% | |
PSX | PHILLIPS 66 | $11,000 | +57.1% | 152 | 0.0% | 0.01% | +28.6% | |
PDD | Sell | PINDUODUO INCsponsored ads | $12,000 | -97.1% | 65 | -98.6% | 0.01% | -97.7% |
RTX | RAYTHEON TECHNOLOGIES CORP | $10,000 | +42.9% | 133 | 0.0% | 0.01% | +14.3% | |
MPLX | MPLX LP | $10,000 | +25.0% | 464 | 0.0% | 0.01% | +14.3% | |
WMB | Sell | WILLIAMS COS INC | $10,000 | 0.0% | 523 | -4.2% | 0.01% | -11.1% |
AM | ANTERO MIDSTREAM CORP | $10,000 | +42.9% | 1,292 | 0.0% | 0.01% | +14.3% | |
NUE | NUCOR CORP | $10,000 | +11.1% | 180 | 0.0% | 0.01% | 0.0% | |
TOKE | Buy | CAMBRIA ETF TRcannabis etf | $10,000 | +42.9% | 675 | +5.1% | 0.01% | +14.3% |
MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $9,000 | +50.0% | 600 | 0.0% | 0.01% | +16.7% | |
FNF | FIDELITY NATIONAL FINANCIAL | $9,000 | +28.6% | 227 | 0.0% | 0.01% | 0.0% | |
PENN | Buy | PENN NATL GAMING INC | $9,000 | +80.0% | 106 | +6.0% | 0.01% | +40.0% |
SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $9,000 | – | 286 | +100.0% | 0.01% | – |
CDNS | CADENCE DESIGN SYSTEM INC | $9,000 | +28.6% | 64 | 0.0% | 0.01% | 0.0% | |
CSX | CSX CORP | $9,000 | +12.5% | 96 | 0.0% | 0.01% | 0.0% | |
IGOV | ISHARES TRintl trea bd etf | $9,000 | 0.0% | 163 | 0.0% | 0.01% | -12.5% | |
BAC | BK OF AMERICA CORP | $9,000 | +28.6% | 300 | 0.0% | 0.01% | 0.0% | |
GE | GENERAL ELECTRIC CO | $9,000 | +50.0% | 851 | 0.0% | 0.01% | +16.7% | |
SPMB | Buy | SPDR SER TRportfli mortgage | $9,000 | 0.0% | 342 | +0.6% | 0.01% | -12.5% |
TMUS | T-MOBILE US INC | $9,000 | +28.6% | 67 | 0.0% | 0.01% | 0.0% | |
MDLZ | MONDELEZ INTL INCcl a | $9,000 | +12.5% | 149 | 0.0% | 0.01% | 0.0% | |
VGT | VANGUARD WORLD FDSinf tech etf | $7,000 | +16.7% | 20 | 0.0% | 0.01% | 0.0% | |
AMT | Sell | AMERICAN TOWER CORP NEW | $7,000 | -98.9% | 33 | -98.8% | 0.01% | -99.0% |
BP | BP PLCsponsored adr | $7,000 | +40.0% | 336 | 0.0% | 0.01% | +20.0% | |
CVS | CVS HEALTH CORP | $7,000 | +16.7% | 100 | 0.0% | 0.01% | 0.0% | |
CGC | CANOPY GROWTH CORP | $7,000 | +40.0% | 266 | 0.0% | 0.01% | +20.0% | |
ENBL | ENABLE MIDSTREAM PARTNERS LP | $8,000 | +14.3% | 1,549 | 0.0% | 0.01% | -14.3% | |
FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $7,000 | – | 100 | +100.0% | 0.01% | – |
SPGP | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $7,000 | +16.7% | 98 | 0.0% | 0.01% | 0.0% | |
MTB | M & T BK CORP | $8,000 | +14.3% | 66 | 0.0% | 0.01% | -14.3% | |
MELI | Sell | MERCADOLIBRE INC | $7,000 | -98.0% | 4 | -98.6% | 0.01% | -98.1% |
CASH | META FINL GROUP INC | $7,000 | +40.0% | 178 | 0.0% | 0.01% | +20.0% | |
NCR | NCR CORP NEW | $8,000 | +100.0% | 200 | 0.0% | 0.01% | +50.0% | |
NS | NUSTAR ENERGY LP | $8,000 | +60.0% | 528 | 0.0% | 0.01% | +20.0% | |
OXY | OCCIDENTAL PETE CORP | $8,000 | +100.0% | 466 | 0.0% | 0.01% | +50.0% | |
PYPL | Sell | PAYPAL HLDGS INC | $7,000 | -97.6% | 30 | -98.1% | 0.01% | -97.8% |
EET | PROSHARES TRmsci emrg etf | $7,000 | +40.0% | 76 | 0.0% | 0.01% | +20.0% | |
WELL | WELLTOWER INC | $7,000 | +16.7% | 112 | 0.0% | 0.01% | 0.0% | |
WH | WYNDHAM HOTELS & RESORTS INC | $7,000 | +16.7% | 120 | 0.0% | 0.01% | 0.0% | |
DBP | INVESCO DB MULTI-SECTOR COMMprecious metal | $6,000 | 0.0% | 122 | 0.0% | 0.01% | -16.7% | |
SIRI | SIRIUS XM HOLDINGS INC | $6,000 | 0.0% | 1,000 | 0.0% | 0.01% | -16.7% | |
MU | MICRON TECHNOLOGY INC | $6,000 | +50.0% | 76 | 0.0% | 0.01% | +25.0% | |
DCI | Buy | DONALDSON INC | $6,000 | +20.0% | 103 | +1.0% | 0.01% | 0.0% |
CAT | CATERPILLAR INC | $6,000 | +20.0% | 35 | 0.0% | 0.01% | 0.0% | |
EMR | EMERSON ELEC CO | $6,000 | +20.0% | 79 | 0.0% | 0.01% | 0.0% | |
SJM | SMUCKER J M CO | $6,000 | 0.0% | 52 | 0.0% | 0.01% | -16.7% | |
BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $6,000 | +20.0% | 150 | +50.0% | 0.01% | 0.0% |
FSK | New | FS KKR CAP CORP | $6,000 | – | 338 | +100.0% | 0.01% | – |
ETRN | EQUITRANS MIDSTREAM CORP | $6,000 | +20.0% | 714 | 0.0% | 0.01% | 0.0% | |
BMY | New | BRISTOL-MYERS SQUIBB CO | $6,000 | – | 100 | +100.0% | 0.01% | – |
TRI | THOMSON REUTERS CORP. | $5,000 | +25.0% | 57 | 0.0% | 0.00% | 0.0% | |
WDAY | Sell | WORKDAY INCcl a | $5,000 | -98.4% | 22 | -98.5% | 0.00% | -98.6% |
USB | US BANCORP DEL | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
BLPH | BELLEROPHON THERAPEUTICS INC | $5,000 | -28.6% | 788 | 0.0% | 0.00% | -42.9% | |
VNQ | VANGUARD INDEX FDSreal estate etf | $5,000 | 0.0% | 61 | 0.0% | 0.00% | -20.0% | |
USDP | USD PARTNERS LP | $5,000 | +25.0% | 1,375 | 0.0% | 0.00% | 0.0% | |
VTR | VENTAS INC | $5,000 | +25.0% | 111 | 0.0% | 0.00% | 0.0% | |
YUMC | YUM CHINA HLDGS INC | $5,000 | +25.0% | 80 | 0.0% | 0.00% | 0.0% | |
WYND | WYNDHAM DESTINATIONS INC | $5,000 | +25.0% | 120 | 0.0% | 0.00% | 0.0% | |
C | CITIGROUP INC | $5,000 | +66.7% | 74 | 0.0% | 0.00% | +33.3% | |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $5,000 | -98.4% | 16 | -97.7% | 0.00% | -98.6% |
EMGF | Buy | ISHARES INCmsci emerg mkt | $5,000 | +25.0% | 101 | +1.0% | 0.00% | 0.0% |
IYLD | Buy | ISHARES TRmrngstr inc etf | $5,000 | 0.0% | 214 | +0.9% | 0.00% | -20.0% |
DAL | Sell | DELTA AIR LINES INC DEL | $5,000 | +25.0% | 135 | -3.6% | 0.00% | 0.0% |
TDC | TERADATA CORP DEL | $4,000 | 0.0% | 200 | 0.0% | 0.00% | -25.0% | |
DLB | DOLBY LABORATORIES INC | $4,000 | +33.3% | 40 | 0.0% | 0.00% | 0.0% | |
USFD | US FOODS HLDG CORP | $4,000 | +33.3% | 125 | 0.0% | 0.00% | 0.0% | |
AUPH | AURINIA PHARMACEUTICALS INC | $4,000 | 0.0% | 260 | 0.0% | 0.00% | -25.0% | |
PCG | PG&E CORP | $4,000 | +33.3% | 300 | 0.0% | 0.00% | 0.0% | |
VIAC | VIACOMCBS INCcl b | $4,000 | +33.3% | 119 | 0.0% | 0.00% | 0.0% | |
COMT | ISHARES U S ETF TR | $4,000 | +33.3% | 134 | 0.0% | 0.00% | 0.0% | |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $4,000 | +33.3% | 101 | +1.0% | 0.00% | 0.0% |
BAX | BAXTER INTL INC | $4,000 | 0.0% | 53 | 0.0% | 0.00% | -25.0% | |
PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $4,000 | +33.3% | 509 | 0.0% | 0.00% | 0.0% | |
VHT | VANGUARD WORLD FDShealth car etf | $4,000 | 0.0% | 20 | 0.0% | 0.00% | -25.0% | |
HBI | HANESBRANDS INC | $4,000 | -20.0% | 306 | 0.0% | 0.00% | -40.0% | |
UDOW | New | PROSHARES TRultrpro dow30 | $3,000 | – | 33 | +100.0% | 0.00% | – |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $2,000 | +100.0% | 268 | 0.0% | 0.00% | +100.0% | |
NOK | NOKIA CORPsponsored adr | $2,000 | +100.0% | 445 | 0.0% | 0.00% | +100.0% | |
MAXR | MAXAR TECHNOLOGIES INC | $3,000 | +50.0% | 71 | 0.0% | 0.00% | 0.0% | |
MKL | MARKEL CORP | $3,000 | 0.0% | 3 | 0.0% | 0.00% | -33.3% | |
KHC | Buy | KRAFT HEINZ CO | $2,000 | 0.0% | 50 | +2.0% | 0.00% | 0.0% |
ACWF | Buy | ISHARES TRmsci gbl multifc | $2,000 | 0.0% | 67 | +1.5% | 0.00% | 0.0% |
SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $2,000 | – | 25 | +100.0% | 0.00% | – |
SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $2,000 | – | 25 | +100.0% | 0.00% | – |
SEDG | SOLAREDGE TECHNOLOGIES INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
LUV | SOUTHWEST AIRLS CO | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
GME | GAMESTOP CORP NEWcl a | $3,000 | +50.0% | 152 | 0.0% | 0.00% | 0.0% | |
GWPH | GW PHARMACEUTICALS PLCads | $3,000 | +50.0% | 25 | 0.0% | 0.00% | 0.0% | |
NPO | ENPRO INDS INC | $2,000 | +100.0% | 22 | 0.0% | 0.00% | +100.0% | |
DLTR | Buy | DOLLAR TREE INC | $2,000 | 0.0% | 22 | +29.4% | 0.00% | 0.0% |
CMI | CUMMINS INC | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $2,000 | 0.0% | 37 | +48.0% | 0.00% | 0.0% |
HRB | BLOCK H & R INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
BKH | BLACK HILLS CORP | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
CAR | AVIS BUDGET GROUP | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
ADSK | AUTODESK INC | $2,000 | +100.0% | 6 | 0.0% | 0.00% | +100.0% | |
AZN | New | ASTRAZENECA PLCsponsored adr | $3,000 | – | 55 | +100.0% | 0.00% | – |
ANET | ARISTA NETWORKS INC | $3,000 | +50.0% | 9 | 0.0% | 0.00% | 0.0% | |
IGT | INTERNATIONAL GAME TECHNOLOG | $3,000 | +200.0% | 149 | 0.0% | 0.00% | +100.0% | |
SDOG | ALPS ETF TRsectr div dogs | $2,000 | +100.0% | 35 | 0.0% | 0.00% | +100.0% | |
PRU | PRUDENTIAL FINL INC | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
DKNG | New | DRAFTKINGS INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
CVX | Sell | CHEVRON CORP NEW | $1,000 | 0.0% | 15 | -16.7% | 0.00% | 0.0% |
IXN | Sell | ISHARES TRglobal tech etf | $1,000 | -80.0% | 2 | -90.5% | 0.00% | -80.0% |
UGA | UNITED STS GASOLINE FD LPunits | $1,000 | – | 21 | 0.0% | 0.00% | – | |
TM | New | TOYOTA MOTOR CORP | $1,000 | – | 4 | +100.0% | 0.00% | – |
SPSB | SPDR SER TRportfolio short | $1,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
DRIV | New | GLOBAL X FDSautonmous ev etf | $1,000 | – | 50 | +100.0% | 0.00% | – |
ACCO | ACCO BRANDS CORP | $1,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
AIG | AMERICAN INTL GROUP INC | $1,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
LMND | Buy | LEMONADE INC | $1,000 | – | 10 | +66.7% | 0.00% | – |
TNA | DIREXION SHS ETF TRdly smcap bull3x | $1,000 | – | 15 | 0.0% | 0.00% | – | |
SPXL | DIREXION SHS ETF TRdrx s&p500bull | $1,000 | – | 10 | 0.0% | 0.00% | – | |
SO | New | SOUTHERN CO | $1,000 | – | 10 | +100.0% | 0.00% | – |
NIO | Buy | NIO INCspon ads | $1,000 | – | 15 | +200.0% | 0.00% | – |
TGT | New | TARGET CORP | $1,000 | – | 5 | +100.0% | 0.00% | – |
IHI | Sell | ISHARES TRu.s. med dvc etf | $1,000 | -80.0% | 2 | -87.5% | 0.00% | -80.0% |
VLUE | Sell | ISHARES TRmsci usa value | $1,000 | -80.0% | 9 | -87.8% | 0.00% | -80.0% |
EXPI | New | EXP WORLD HLDGS INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
KOIN | Buy | EXCHANGE TRADED CONCEPTS TRlink nxtgn prtcl | $0 | – | 4 | +100.0% | 0.00% | – |
JBHT | HUNT J B TRANS SVCS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
CCL | New | CARNIVAL CORPunit 99/99/9999 | $0 | – | 10 | +100.0% | 0.00% | – |
ELY | New | CALLAWAY GOLF CO | $0 | – | 15 | +100.0% | 0.00% | – |
ICF | New | ISHARES TRcohen steer reit | $0 | – | 6 | +100.0% | 0.00% | – |
IGSB | New | ISHARES TR | $0 | – | 3 | +100.0% | 0.00% | – |
BBBY | New | BED BATH & BEYOND INC | $0 | – | 6 | +100.0% | 0.00% | – |
ACB | New | AURORA CANNABIS INC | $0 | – | 20 | +100.0% | 0.00% | – |
IEFA | Sell | ISHARES TRcore msci eafe | $0 | -100.0% | 3 | -96.2% | 0.00% | -100.0% |
APHA | New | APHRIA INC | $0 | – | 25 | +100.0% | 0.00% | – |
BLOK | Buy | AMPLIFY ETF TRblockchain ldr | $0 | – | 4 | +100.0% | 0.00% | – |
WKHS | New | WORKHORSE GROUP INC | $0 | – | 24 | +100.0% | 0.00% | – |
AAL | Sell | AMERICAN AIRLS GROUP INC | $0 | – | 10 | -50.0% | 0.00% | – |
USA | LIBERTY ALL STAR EQUITY FDsh ben int | $0 | – | 9 | 0.0% | 0.00% | – | |
M | MACYS INC | $0 | – | 30 | 0.0% | 0.00% | – | |
AMD | New | ADVANCED MICRO DEVICES INC | $0 | – | 3 | +100.0% | 0.00% | – |
ZTS | ZOETIS INCcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
NWG | NATWEST GROUP PLCspons adr 2 ord | $0 | – | 1 | 0.0% | 0.00% | – | |
UAA | UNDER ARMOUR INCcl a | $0 | – | 11 | 0.0% | 0.00% | – | |
JETS | Buy | ETF SER SOLUTIONSus glb jets | $0 | – | 10 | +100.0% | 0.00% | – |
TWST | TWIST BIOSCIENCE CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -3 | -100.0% | -0.00% | – |
MYL | Exit | MYLAN NV | $0 | – | -135 | -100.0% | -0.00% | – |
IYG | Exit | ISHARES TRu.s. fin svc etf | $0 | – | -29 | -100.0% | -0.00% | – |
AGQ | Exit | PROSHARES TR IIultra silver new | $0 | – | -104 | -100.0% | -0.00% | – |
TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -48 | -100.0% | -0.01% | – |
NNI | Exit | NELNET INCcl a | $0 | – | -126 | -100.0% | -0.01% | – |
TKR | Exit | TIMKEN CO | $0 | – | -227 | -100.0% | -0.01% | – |
AGCO | Exit | AGCO CORP | $0 | – | -219 | -100.0% | -0.02% | – |
CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -2,060 | -100.0% | -0.24% | – |
ARGX | Exit | ARGENX SEsponsored adr | $0 | – | -1,096 | -100.0% | -0.25% | – |
TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -589 | -100.0% | -0.26% | – |
TTD | Exit | THE TRADE DESK INC | $0 | – | -500 | -100.0% | -0.26% | – |
COUP | Exit | COUPA SOFTWARE INC | $0 | – | -1,150 | -100.0% | -0.29% | – |
JD | Exit | JD.COM INCspon adr cl a | $0 | – | -3,869 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 16 | Q3 2023 | 35.3% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 8.1% |
UNION PACIFIC CORP | 16 | Q3 2023 | 6.0% |
ISHARES TR | 16 | Q3 2023 | 4.6% |
ISHARES TR | 16 | Q3 2023 | 4.1% |
ISHARES INC | 16 | Q3 2023 | 8.1% |
VANGUARD STAR FDS | 16 | Q3 2023 | 7.4% |
INVESCO EXCH TRADED FD TR II | 16 | Q3 2023 | 3.0% |
BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 2.0% |
APPLE INC | 16 | Q3 2023 | 1.6% |
View Professional Financial Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-25 |
13F-HR | 2024-01-18 |
SC 13G | 2023-11-01 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-12 |
13F-HR | 2023-04-27 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-09 |
13F-HR | 2022-07-28 |
13F-HR | 2022-05-05 |
View Professional Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.