$161 Million is the total value of Professional Financial Advisors, LLC's 376 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 28.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $19,832,000 | +184.5% | 403,180 | +166.5% | 12.32% | +124.1% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $16,563,000 | +6472.6% | 180,820 | +6077.7% | 10.29% | +5068.8% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $12,773,000 | +62.7% | 61,799 | +53.3% | 7.93% | +28.2% |
| VOO | Sell | VANGUARD INDEX FDS | $10,803,000 | -24.7% | 29,655 | -28.9% | 6.71% | -40.6% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $10,351,000 | +7.6% | 144,084 | +2.4% | 6.43% | -15.2% |
| DGRO | Buy | ISHARES TRcore div grwth | $5,253,000 | +92.4% | 108,834 | +78.7% | 3.26% | +51.6% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $4,923,000 | +71.3% | 30,606 | +71.7% | 3.06% | +35.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $4,825,000 | +51.9% | 79,518 | +46.1% | 3.00% | +19.7% |
| UNP | Sell | UNION PAC CORP | $4,548,000 | +2.4% | 20,635 | -3.2% | 2.82% | -19.3% |
| SPMO | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $2,787,000 | +53.0% | 52,560 | +52.7% | 1.73% | +20.5% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,249,000 | +8.1% | 8,805 | -1.9% | 1.40% | -14.8% |
| ACWV | Sell | ISHARES INCmsci gbl min vol | $2,061,000 | -64.6% | 20,890 | -65.2% | 1.28% | -72.1% |
| AAPL | Buy | APPLE INC | $2,005,000 | +14.8% | 16,411 | +24.8% | 1.24% | -9.5% |
| IMTM | Buy | ISHARES TRmsci intl moment | $1,786,000 | +58.6% | 47,489 | +58.8% | 1.11% | +25.0% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $1,776,000 | +65.1% | 21,439 | +62.1% | 1.10% | +30.1% |
| SMMV | Buy | ISHARES TRmsci usa smcp mn | $1,752,000 | +2973.7% | 47,538 | +2719.6% | 1.09% | +2317.8% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $1,688,000 | +3209.8% | 41,490 | +3131.3% | 1.05% | +2520.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,650,000 | +2744.8% | 6,007 | +2694.0% | 1.02% | +2128.3% |
| GAA | Sell | CAMBRIA ETF TRglb asset allo | $1,649,000 | -2.3% | 53,690 | -7.1% | 1.02% | -23.0% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $1,643,000 | +1328.7% | 45,093 | +1296.1% | 1.02% | +1020.9% |
| CAG | CONAGRA BRANDS INC | $1,544,000 | +3.7% | 41,070 | 0.0% | 0.96% | -18.2% | |
| EFG | Buy | ISHARES TReafe grwth etf | $1,535,000 | +2742.6% | 15,278 | +2750.4% | 0.95% | +2116.3% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $1,497,000 | +18.1% | 99,823 | +20.1% | 0.93% | -6.9% |
| CCD | New | CALAMOS DYNAMIC CONV & INCOM | $1,447,000 | – | 45,257 | +100.0% | 0.90% | – |
| MSFT | Sell | MICROSOFT CORP | $1,445,000 | -12.3% | 6,130 | -17.3% | 0.90% | -30.9% |
| AMZN | Sell | AMAZON COM INC | $1,315,000 | -5.2% | 425 | -0.2% | 0.82% | -25.3% |
| FFTG | Buy | NORTHERN LTS FD TR IVfrmlaflio tact | $1,223,000 | +4.8% | 42,713 | +4.7% | 0.76% | -17.5% |
| KMX | Buy | CARMAX INC | $1,185,000 | +45.8% | 8,934 | +3.8% | 0.74% | +14.8% |
| LW | LAMB WESTON HLDGS INC | $1,130,000 | -1.7% | 14,586 | 0.0% | 0.70% | -22.5% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,074,000 | -11.3% | 519 | -24.9% | 0.67% | -30.1% |
| FB | Sell | FACEBOOK INCcl a | $1,048,000 | -16.6% | 3,559 | -22.7% | 0.65% | -34.3% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $1,030,000 | -20.5% | 29,133 | -24.0% | 0.64% | -37.3% |
| SCHW | New | SCHWAB CHARLES CORP | $1,019,000 | – | 15,635 | +100.0% | 0.63% | – |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $1,010,000 | +52.1% | 16,115 | +46.0% | 0.63% | +19.9% |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $957,000 | – | 57,622 | +100.0% | 0.59% | – |
| AOR | Sell | ISHARES TRgrwt allocat etf | $925,000 | -36.9% | 17,263 | -38.5% | 0.57% | -50.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $922,000 | +20.2% | 2,477 | +13.3% | 0.57% | -5.1% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $921,000 | -22.5% | 2,585 | -22.3% | 0.57% | -38.9% |
| SPGM | Sell | SPDR INDEX SHS FDSportfli msci gbl | $901,000 | -74.5% | 17,219 | -76.3% | 0.56% | -79.9% |
| V | Buy | VISA INC | $870,000 | +7.7% | 4,110 | +11.2% | 0.54% | -15.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $833,000 | -54.7% | 7,675 | -61.6% | 0.52% | -64.3% |
| WMT | Sell | WALMART INC | $823,000 | -8.5% | 6,061 | -2.8% | 0.51% | -27.8% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $782,000 | -44.5% | 16,772 | -47.7% | 0.49% | -56.3% |
| DGRE | Buy | WISDOMTREE TRem mkts qtly div | $770,000 | +2861.5% | 25,895 | +2723.9% | 0.48% | +2290.0% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $744,000 | +23.8% | 16,656 | +12.1% | 0.46% | -2.5% |
| GLD | Sell | SPDR GOLD TR | $699,000 | -25.2% | 4,370 | -16.6% | 0.43% | -41.1% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $638,000 | -17.1% | 15,086 | -29.8% | 0.40% | -34.8% |
| TCTL | Sell | ETF SER SOLUTIONSprmse cp divrsfd | $625,000 | 0.0% | 20,021 | -4.1% | 0.39% | -21.3% |
| TSLA | Sell | TESLA INC | $608,000 | -32.4% | 910 | -28.6% | 0.38% | -46.6% |
| GSP | New | BARCLAYS BANK PLCipspgs ttl etn | $563,000 | – | 43,474 | +100.0% | 0.35% | – |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $514,000 | -24.4% | 11,743 | -27.2% | 0.32% | -40.5% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $490,000 | -6.5% | 1,536 | -8.0% | 0.30% | -26.4% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $454,000 | +25.8% | 8,514 | +21.9% | 0.28% | -1.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $441,000 | -2.2% | 3,259 | +0.6% | 0.27% | -22.8% |
| XLSR | Buy | SSGA ACTIVE TRspdr ssga us sct | $436,000 | +1403.4% | 10,645 | +1378.5% | 0.27% | +1078.3% |
| NOW | New | SERVICENOW INC | $409,000 | – | 818 | +100.0% | 0.25% | – |
| PDD | Buy | PINDUODUO INCsponsored ads | $395,000 | +3191.7% | 2,954 | +4444.6% | 0.24% | +2622.2% |
| CUBI | New | CUSTOMERS BANCORP INC | $390,000 | – | 12,268 | +100.0% | 0.24% | – |
| TRST | New | TRUSTCO BK CORP N Y | $389,000 | – | 52,744 | +100.0% | 0.24% | – |
| HAFC | New | HANMI FINL CORP | $388,000 | – | 19,647 | +100.0% | 0.24% | – |
| IWM | Sell | ISHARES TRrussell 2000 etf | $385,000 | +1.0% | 1,744 | -10.3% | 0.24% | -20.3% |
| CLW | New | CLEARWATER PAPER CORP | $383,000 | – | 10,172 | +100.0% | 0.24% | – |
| PFBC | New | PREFERRED BK LOS ANGELES CA | $383,000 | – | 6,009 | +100.0% | 0.24% | – |
| ABTX | New | ALLEGIANCE BANCSHARES INC | $378,000 | – | 9,327 | +100.0% | 0.24% | – |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $379,000 | +8.9% | 5,526 | +7.3% | 0.24% | -14.2% |
| ECHO | New | ECHO GLOBAL LOGISTICS INC | $378,000 | – | 12,049 | +100.0% | 0.24% | – |
| ETH | New | ETHAN ALLEN INTERIORS INC | $379,000 | – | 13,713 | +100.0% | 0.24% | – |
| AOK | Buy | ISHARES TRconser alloc etf | $374,000 | +16.1% | 9,678 | +16.4% | 0.23% | -8.7% |
| TNDM | New | TANDEM DIABETES CARE INC | $370,000 | – | 4,189 | +100.0% | 0.23% | – |
| REKR | New | REKOR SYSTEMS INC | $362,000 | – | 18,105 | +100.0% | 0.22% | – |
| USMV | Buy | ISHARES TRmsci usa min vol | $361,000 | +5.9% | 5,217 | +3.9% | 0.22% | -16.7% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $342,000 | – | 1,872 | +100.0% | 0.21% | – |
| TDOC | New | TELADOC HEALTH INC | $338,000 | – | 1,857 | +100.0% | 0.21% | – |
| UBER | Sell | UBER TECHNOLOGIES INC | $321,000 | -12.3% | 5,880 | -18.0% | 0.20% | -30.9% |
| T | Sell | AT&T INC | $321,000 | -20.5% | 10,594 | -24.6% | 0.20% | -37.4% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $310,000 | -29.4% | 782 | -33.3% | 0.19% | -44.2% |
| GMOM | Sell | CAMBRIA ETF TRglb moment etf | $300,000 | +5.6% | 10,495 | -4.1% | 0.19% | -17.0% |
| CVNA | New | CARVANA COcl a | $285,000 | – | 1,087 | +100.0% | 0.18% | – |
| SMAR | New | SMARTSHEET INC | $268,000 | – | 4,196 | +100.0% | 0.17% | – |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $259,000 | +25.7% | 1,920 | +10.9% | 0.16% | -0.6% |
| VLU | Sell | SPDR SER TRspdr s&p1500vl | $230,000 | -72.0% | 1,655 | -75.5% | 0.14% | -77.9% |
| REET | Sell | ISHARES TRglobal reit etf | $198,000 | -42.9% | 7,789 | -46.3% | 0.12% | -54.9% |
| DELL | DELL TECHNOLOGIES INCcl c | $195,000 | +20.4% | 2,213 | 0.0% | 0.12% | -5.5% | |
| ROK | ROCKWELL AUTOMATION INC | $186,000 | +5.7% | 700 | 0.0% | 0.12% | -16.5% | |
| AMAT | Buy | APPLIED MATLS INC | $185,000 | +55.5% | 1,385 | +0.2% | 0.12% | +22.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $179,000 | -83.6% | 3,444 | -84.2% | 0.11% | -87.1% |
| SPVU | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 enhncd | $173,000 | -85.5% | 4,338 | -87.8% | 0.11% | -88.6% |
| ABBV | ABBVIE INC | $171,000 | +0.6% | 1,582 | 0.0% | 0.11% | -20.9% | |
| ESGU | Buy | ISHARES TResg awr msci usa | $169,000 | +445.2% | 1,857 | +418.7% | 0.10% | +337.5% |
| HD | HOME DEPOT INC | $159,000 | +15.2% | 520 | 0.0% | 0.10% | -9.2% | |
| WFC | Buy | WELLS FARGO CO NEW | $154,000 | +29.4% | 3,941 | +0.3% | 0.10% | +2.1% |
| XRAY | Buy | DENTSPLY SIRONA INC | $153,000 | +21.4% | 2,402 | +0.2% | 0.10% | -4.0% |
| AOM | Buy | ISHARES TRmodert alloc etf | $148,000 | +22.3% | 3,403 | +21.4% | 0.09% | -3.2% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $141,000 | -4.1% | 1,799 | +0.3% | 0.09% | -24.1% |
| DIS | DISNEY WALT CO | $140,000 | +1.4% | 759 | 0.0% | 0.09% | -20.2% | |
| FFHG | Sell | NORTHERN LTS FD TR IVformula folios | $137,000 | +10.5% | 4,041 | -1.8% | 0.08% | -13.3% |
| IBM | INTERNATIONAL BUSINESS MACHS | $133,000 | +5.6% | 1,000 | 0.0% | 0.08% | -16.2% | |
| LUMN | Sell | LUMEN TECHNOLOGIES INC | $130,000 | +36.8% | 9,748 | -0.3% | 0.08% | +8.0% |
| AOA | Buy | ISHARES TRaggres alloc etf | $127,000 | +10.4% | 1,891 | +5.9% | 0.08% | -13.2% |
| RWJ | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $126,000 | +40.0% | 1,106 | 0.0% | 0.08% | +9.9% | |
| DKL | DELEK LOGISTICS PARTNERS LP | $122,000 | +13.0% | 3,388 | 0.0% | 0.08% | -10.6% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $122,000 | +5.2% | 330 | +0.9% | 0.08% | -16.5% |
| MGK | VANGUARD WORLD FDmega grwth ind | $121,000 | +1.7% | 584 | 0.0% | 0.08% | -20.2% | |
| ORCL | Buy | ORACLE CORP | $114,000 | +9.6% | 1,620 | +0.4% | 0.07% | -13.4% |
| GLDM | Sell | WORLD GOLD TRspdr gld minis | $103,000 | -75.8% | 6,085 | -72.9% | 0.06% | -80.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $99,000 | -9.2% | 1,702 | -8.3% | 0.06% | -29.1% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $96,000 | +4.3% | 573 | +0.2% | 0.06% | -17.8% |
| DCP | DCP MIDSTREAM LP | $96,000 | +17.1% | 4,412 | 0.0% | 0.06% | -7.7% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $93,000 | -75.8% | 45 | -79.5% | 0.06% | -80.9% |
| NTSX | New | WISDOMTREE TR90/60 balnced fd | $93,000 | – | 2,504 | +100.0% | 0.06% | – |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $93,000 | -10.6% | 1,473 | -14.6% | 0.06% | -29.3% |
| OMP | OASIS MIDSTREAM PARTNERS LP | $92,000 | +91.7% | 4,125 | 0.0% | 0.06% | +50.0% | |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $87,000 | -98.0% | 897 | -98.1% | 0.05% | -98.4% |
| TSN | Buy | TYSON FOODS INCcl a | $86,000 | +16.2% | 1,156 | +0.5% | 0.05% | -8.6% |
| PSCH | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $86,000 | +7.5% | 469 | 0.0% | 0.05% | -15.9% | |
| PEP | PEPSICO INC | $84,000 | -4.5% | 595 | 0.0% | 0.05% | -24.6% | |
| USAC | USA COMPRESSION PARTNERS LP | $79,000 | +12.9% | 5,145 | 0.0% | 0.05% | -10.9% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $66,000 | +4.8% | 449 | 0.0% | 0.04% | -18.0% | |
| ALL | ALLSTATE CORP | $66,000 | +4.8% | 570 | 0.0% | 0.04% | -18.0% | |
| JPIN | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $63,000 | +5.0% | 1,026 | 0.0% | 0.04% | -17.0% | |
| ISCF | ISHARES TRmsci intl sml cp | $59,000 | +5.4% | 1,697 | 0.0% | 0.04% | -15.9% | |
| XOM | Sell | EXXON MOBIL CORP | $58,000 | +34.9% | 1,038 | -0.4% | 0.04% | +5.9% |
| GAL | Buy | SSGA ACTIVE ETF TRglobl allo etf | $55,000 | +1.9% | 1,257 | +0.2% | 0.03% | -20.9% |
| COST | COSTCO WHSL CORP NEW | $53,000 | -7.0% | 151 | 0.0% | 0.03% | -26.7% | |
| BKE | BUCKLE INC | $50,000 | +35.1% | 1,283 | 0.0% | 0.03% | +6.9% | |
| CATH | Buy | GLOBAL X FDSs&p 500 catholic | $50,000 | +22.0% | 1,018 | +15.8% | 0.03% | -3.1% |
| EXC | Buy | EXELON CORP | $49,000 | +4.3% | 1,130 | +0.9% | 0.03% | -18.9% |
| KSS | Buy | KOHLS CORP | $47,000 | +46.9% | 781 | +0.4% | 0.03% | +16.0% |
| NEE | NEXTERA ENERGY INC | $46,000 | -2.1% | 608 | 0.0% | 0.03% | -21.6% | |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $46,000 | -60.7% | 377 | -62.6% | 0.03% | -68.5% |
| FVC | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wright | $47,000 | -89.9% | 1,378 | -90.8% | 0.03% | -92.1% |
| BA | Sell | BOEING CO | $46,000 | 0.0% | 181 | -16.2% | 0.03% | -19.4% |
| VIOV | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $45,000 | +32.4% | 261 | +7.4% | 0.03% | +3.7% |
| CID | VICTORY PORTFOLIOS II | $45,000 | +9.8% | 1,394 | 0.0% | 0.03% | -12.5% | |
| BHF | Sell | BRIGHTHOUSE FINL INC | $45,000 | +15.4% | 1,009 | -5.2% | 0.03% | -9.7% |
| VLUE | Buy | ISHARES TRmsci usa value | $43,000 | +4200.0% | 422 | +4588.9% | 0.03% | +2600.0% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $43,000 | +258.3% | 937 | +213.4% | 0.03% | +200.0% |
| HST | HOST HOTELS & RESORTS INC | $42,000 | +13.5% | 2,498 | 0.0% | 0.03% | -10.3% | |
| IVV | Sell | ISHARES TRcore s&p500 etf | $40,000 | -9.1% | 101 | -12.9% | 0.02% | -28.6% |
| NFLX | Sell | NETFLIX INC | $41,000 | -12.8% | 78 | -9.3% | 0.02% | -32.4% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $41,000 | +7.9% | 1,090 | +2.0% | 0.02% | -16.7% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $41,000 | +105.0% | 390 | +102.1% | 0.02% | +56.2% |
| MS | MORGAN STANLEY | $41,000 | +13.9% | 525 | 0.0% | 0.02% | -10.7% | |
| BX | Buy | BLACKSTONE GROUP INC | $38,000 | +15.2% | 514 | +1.4% | 0.02% | -7.7% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $38,000 | -15.6% | 146 | -18.4% | 0.02% | -31.4% |
| GVAL | Buy | CAMBRIA ETF TRglobal value etf | $39,000 | +5.4% | 1,755 | +0.4% | 0.02% | -17.2% |
| ET | Sell | ENERGY TRANSFER LP | $39,000 | +11.4% | 5,140 | -9.1% | 0.02% | -14.3% |
| SHLX | SHELL MIDSTREAM PARTNERS L Punit ltd int | $37,000 | +32.1% | 2,780 | 0.0% | 0.02% | +4.5% | |
| WHR | WHIRLPOOL CORP | $37,000 | +19.4% | 169 | 0.0% | 0.02% | -4.2% | |
| CERN | CERNER CORP | $37,000 | -7.5% | 512 | 0.0% | 0.02% | -28.1% | |
| XSLV | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $35,000 | +12.9% | 766 | +0.3% | 0.02% | -8.3% |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $35,000 | +2.9% | 720 | 0.0% | 0.02% | -18.5% | |
| SGOL | Sell | ABERDEEN STD GOLD ETF TR | $35,000 | -38.6% | 2,142 | -30.8% | 0.02% | -51.1% |
| F | Buy | FORD MTR CO DEL | $35,000 | +40.0% | 2,860 | +0.4% | 0.02% | +10.0% |
| IVZ | INVESCO LTD | $34,000 | +47.8% | 1,331 | 0.0% | 0.02% | +16.7% | |
| TECL | Buy | DIREXION SHS ETF TRdly tech bull 3x | $34,000 | +142.9% | 432 | +1134.3% | 0.02% | +90.9% |
| KSU | KANSAS CITY SOUTHERN | $33,000 | +26.9% | 125 | 0.0% | 0.02% | 0.0% | |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $31,000 | 0.0% | 144 | -10.6% | 0.02% | -20.8% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $31,000 | +3.3% | 655 | -1.8% | 0.02% | -20.8% |
| IXUS | Sell | ISHARES TRcore msci total | $30,000 | -34.8% | 427 | -37.5% | 0.02% | -47.2% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $30,000 | +15.4% | 181 | +0.6% | 0.02% | -5.0% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $30,000 | -34.8% | 402 | -40.5% | 0.02% | -47.2% |
| MO | ALTRIA GROUP INC | $30,000 | +25.0% | 588 | 0.0% | 0.02% | 0.0% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $29,000 | +11.5% | 300 | 0.0% | 0.02% | -10.0% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $28,000 | +12.0% | 215 | +0.5% | 0.02% | -15.0% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $28,000 | +2700.0% | 84 | +4100.0% | 0.02% | +1600.0% |
| SIZE | Sell | ISHARES TRmsci usa sze ft | $27,000 | -6.9% | 225 | -13.5% | 0.02% | -26.1% |
| PEAK | HEALTHPEAK PROPERTIES INC | $27,000 | +3.8% | 850 | 0.0% | 0.02% | -15.0% | |
| QWLD | SPDR INDEX SHS FDSmsci wrld strgic | $27,000 | +3.8% | 276 | 0.0% | 0.02% | -15.0% | |
| XSMO | Buy | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $28,000 | +12.0% | 530 | +0.2% | 0.02% | -15.0% |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $28,000 | 0.0% | 876 | +11.0% | 0.02% | -22.7% |
| BKNG | BOOKING HOLDINGS INC | $28,000 | +3.7% | 12 | 0.0% | 0.02% | -19.0% | |
| SSO | Sell | PROSHARES TR | $28,000 | -6.7% | 271 | -18.6% | 0.02% | -29.2% |
| DFS | DISCOVER FINL SVCS | $25,000 | +4.2% | 262 | 0.0% | 0.02% | -15.8% | |
| GD | Buy | GENERAL DYNAMICS CORP | $26,000 | +23.8% | 145 | +0.7% | 0.02% | -5.9% |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $25,000 | +8.7% | 895 | 0.0% | 0.02% | -11.1% | |
| QMOM | ALPHA ARCHITECT ETF TRus quan momentum | $25,000 | 0.0% | 473 | 0.0% | 0.02% | -20.0% | |
| DE | DEERE & CO | $26,000 | +36.8% | 70 | 0.0% | 0.02% | +6.7% | |
| HCA | HCA HEALTHCARE INC | $24,000 | +14.3% | 125 | 0.0% | 0.02% | -11.8% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $24,000 | 0.0% | 565 | 0.0% | 0.02% | -21.1% | |
| LFVN | LIFEVANTAGE CORP | $24,000 | +4.3% | 2,517 | 0.0% | 0.02% | -16.7% | |
| EVA | Sell | ENVIVA PARTNERS LP | $23,000 | +4.5% | 473 | -2.3% | 0.01% | -17.6% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $22,000 | -64.5% | 388 | -65.2% | 0.01% | -71.4% |
| KMI | Buy | KINDER MORGAN INC DEL | $22,000 | +22.2% | 1,347 | +0.3% | 0.01% | 0.0% |
| ENB | Buy | ENBRIDGE INC | $22,000 | +15.8% | 604 | +0.3% | 0.01% | -6.7% |
| JNJ | JOHNSON & JOHNSON | $22,000 | +4.8% | 131 | 0.0% | 0.01% | -17.6% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $22,000 | +4.8% | 231 | +0.4% | 0.01% | -17.6% |
| IOO | ISHARES TRglobal 100 etf | $23,000 | +4.5% | 351 | 0.0% | 0.01% | -17.6% | |
| KO | COCA COLA CO | $22,000 | -4.3% | 421 | 0.0% | 0.01% | -22.2% | |
| VFC | Buy | V F CORP | $23,000 | -4.2% | 288 | +0.7% | 0.01% | -26.3% |
| COP | Buy | CONOCOPHILLIPS | $21,000 | +31.2% | 392 | +0.8% | 0.01% | 0.0% |
| IGSB | Buy | ISHARES TR | $21,000 | – | 376 | +12433.3% | 0.01% | – |
| ARKK | Buy | ARK ETF TRinnovation etf | $20,000 | +53.8% | 166 | +64.4% | 0.01% | +20.0% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $19,000 | +18.8% | 548 | +0.4% | 0.01% | -7.7% |
| MCD | MCDONALDS CORP | $19,000 | +5.6% | 85 | 0.0% | 0.01% | -14.3% | |
| RODM | New | LATTICE STRATEGIES TRhartford mlt etf | $20,000 | – | 661 | +100.0% | 0.01% | – |
| SLV | Sell | ISHARES SILVER TRishares | $19,000 | -44.1% | 824 | -40.2% | 0.01% | -55.6% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $20,000 | -94.2% | 90 | -93.9% | 0.01% | -95.6% |
| MRNA | MODERNA INC | $20,000 | +25.0% | 156 | 0.0% | 0.01% | -7.7% | |
| CSCO | Sell | CISCO SYS INC | $19,000 | -9.5% | 375 | -19.5% | 0.01% | -29.4% |
| SPLB | New | SPDR SER TRportfolio ln cor | $17,000 | – | 566 | +100.0% | 0.01% | – |
| EPD | ENTERPRISE PRODS PARTNERS L | $18,000 | +12.5% | 795 | 0.0% | 0.01% | -15.4% | |
| SYLD | Buy | CAMBRIA ETF TR | $18,000 | +38.5% | 292 | +0.7% | 0.01% | +10.0% |
| GM | GENERAL MTRS CO | $17,000 | +41.7% | 298 | 0.0% | 0.01% | +22.2% | |
| CAPL | CROSSAMERICA PARTNERS LPut ltd ptn int | $17,000 | +13.3% | 894 | 0.0% | 0.01% | -8.3% | |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $17,000 | +21.4% | 437 | +1.6% | 0.01% | 0.0% |
| IEMG | ISHARES INCcore msci emkt | $18,000 | +5.9% | 280 | 0.0% | 0.01% | -15.4% | |
| O | REALTY INCOME CORP | $17,000 | +6.2% | 260 | 0.0% | 0.01% | -15.4% | |
| UWM | Sell | PROSHARES TR | $18,000 | -10.0% | 159 | -30.3% | 0.01% | -31.2% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $16,000 | +33.3% | 264 | +23.4% | 0.01% | +11.1% |
| SPIP | Sell | SPDR SER TRportfli tips etf | $16,000 | -63.6% | 534 | -62.0% | 0.01% | -71.4% |
| GLP | GLOBAL PARTNERS LP | $16,000 | +33.3% | 738 | 0.0% | 0.01% | +11.1% | |
| D | DOMINION ENERGY INC | $16,000 | 0.0% | 213 | 0.0% | 0.01% | -23.1% | |
| MVV | Sell | PROSHARES TR | $16,000 | -15.8% | 267 | -34.1% | 0.01% | -33.3% |
| WEC | WEC ENERGY GROUP INC | $16,000 | 0.0% | 176 | 0.0% | 0.01% | -23.1% | |
| INTC | Buy | INTEL CORP | $16,000 | +33.3% | 251 | +0.4% | 0.01% | +11.1% |
| DISH | DISH NETWORK CORPORATIONcl a | $14,000 | +7.7% | 400 | 0.0% | 0.01% | -10.0% | |
| NKLA | NIKOLA CORP | $14,000 | -6.7% | 1,000 | 0.0% | 0.01% | -25.0% | |
| LNT | ALLIANT ENERGY CORP | $15,000 | +7.1% | 275 | 0.0% | 0.01% | -18.2% | |
| NUE | NUCOR CORP | $14,000 | +40.0% | 180 | 0.0% | 0.01% | +12.5% | |
| TOKE | Buy | CAMBRIA ETF TRcannabis etf | $14,000 | +40.0% | 679 | +0.6% | 0.01% | +12.5% |
| SNA | SNAP ON INC | $15,000 | +36.4% | 64 | 0.0% | 0.01% | 0.0% | |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $14,000 | +7.7% | 452 | 0.0% | 0.01% | -10.0% | |
| UAL | UNITED AIRLS HLDGS INC | $15,000 | +25.0% | 269 | 0.0% | 0.01% | 0.0% | |
| PFE | Sell | PFIZER INC | $13,000 | -31.6% | 353 | -29.8% | 0.01% | -46.7% |
| PSX | Buy | PHILLIPS 66 | $13,000 | +18.2% | 154 | +1.3% | 0.01% | -11.1% |
| TAIL | CAMBRIA ETF TRtail risk | $13,000 | -7.1% | 700 | 0.0% | 0.01% | -27.3% | |
| TWTR | Sell | TWITTER INC | $13,000 | -23.5% | 200 | -37.9% | 0.01% | -38.5% |
| JKS | JINKOSOLAR HLDG CO LTDsponsored adr | $13,000 | -31.6% | 300 | 0.0% | 0.01% | -46.7% | |
| SPSB | Buy | SPDR SER TRportfolio short | $11,000 | +1000.0% | 363 | +1071.0% | 0.01% | +600.0% |
| OXY | OCCIDENTAL PETE CORP | $12,000 | +50.0% | 466 | 0.0% | 0.01% | +16.7% | |
| WMB | WILLIAMS COS INC | $12,000 | +20.0% | 523 | 0.0% | 0.01% | -12.5% | |
| GE | GENERAL ELECTRIC CO | $11,000 | +22.2% | 851 | 0.0% | 0.01% | 0.0% | |
| BAC | BK OF AMERICA CORP | $12,000 | +33.3% | 300 | 0.0% | 0.01% | 0.0% | |
| AM | ANTERO MIDSTREAM CORP | $12,000 | +20.0% | 1,292 | 0.0% | 0.01% | -12.5% | |
| ACWI | Sell | ISHARES TRmsci acwi etf | $12,000 | -92.4% | 131 | -92.5% | 0.01% | -94.4% |
| MPLX | MPLX LP | $12,000 | +20.0% | 464 | 0.0% | 0.01% | -12.5% | |
| PENN | PENN NATL GAMING INC | $11,000 | +22.2% | 106 | 0.0% | 0.01% | 0.0% | |
| CSX | Buy | CSX CORP | $9,000 | 0.0% | 97 | +1.0% | 0.01% | -14.3% |
| CDNS | CADENCE DESIGN SYSTEM INC | $9,000 | 0.0% | 64 | 0.0% | 0.01% | -14.3% | |
| CGC | CANOPY GROWTH CORP | $9,000 | +28.6% | 266 | 0.0% | 0.01% | 0.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $10,000 | 0.0% | 133 | 0.0% | 0.01% | -25.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $9,000 | 0.0% | 600 | 0.0% | 0.01% | -14.3% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $9,000 | 0.0% | 150 | +0.7% | 0.01% | -14.3% |
| NS | NUSTAR ENERGY LP | $9,000 | +12.5% | 528 | 0.0% | 0.01% | 0.0% | |
| AFG | Sell | AMERICAN FINL GROUP INC OHIO | $9,000 | -18.2% | 82 | -33.3% | 0.01% | -33.3% |
| TMUS | Buy | T-MOBILE US INC | $9,000 | 0.0% | 75 | +11.9% | 0.01% | -14.3% |
| MTB | M & T BK CORP | $10,000 | +25.0% | 66 | 0.0% | 0.01% | 0.0% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $9,000 | 0.0% | 286 | 0.0% | 0.01% | -14.3% | |
| LGLV | Sell | SPDR SER TRssga us lrg etf | $10,000 | -75.0% | 77 | -76.7% | 0.01% | -81.2% |
| SPMB | Buy | SPDR SER TRportfli mortgage | $9,000 | 0.0% | 343 | +0.3% | 0.01% | -14.3% |
| ENBL | ENABLE MIDSTREAM PARTNERS LP | $10,000 | +25.0% | 1,549 | 0.0% | 0.01% | 0.0% | |
| EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $10,000 | -58.3% | 186 | -59.9% | 0.01% | -68.4% |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $9,000 | -43.8% | 185 | -48.5% | 0.01% | -53.8% |
| IGOV | ISHARES TRintl trea bd etf | $8,000 | -11.1% | 163 | 0.0% | 0.01% | -28.6% | |
| WELL | WELLTOWER INC | $8,000 | +14.3% | 112 | 0.0% | 0.01% | -16.7% | |
| CAT | CATERPILLAR INC | $8,000 | +33.3% | 35 | 0.0% | 0.01% | 0.0% | |
| EET | PROSHARES TRmsci emrg etf | $8,000 | +14.3% | 76 | 0.0% | 0.01% | -16.7% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $8,000 | +14.3% | 32 | -3.0% | 0.01% | -16.7% |
| CVS | CVS HEALTH CORP | $8,000 | +14.3% | 100 | 0.0% | 0.01% | -16.7% | |
| USDP | USD PARTNERS LP | $8,000 | +60.0% | 1,375 | 0.0% | 0.01% | +25.0% | |
| BP | BP PLCsponsored adr | $8,000 | +14.3% | 336 | 0.0% | 0.01% | -16.7% | |
| TDC | TERADATA CORP DEL | $8,000 | +100.0% | 200 | 0.0% | 0.01% | +66.7% | |
| MRK | Sell | MERCK & CO. INC | $8,000 | -33.3% | 101 | -32.7% | 0.01% | -44.4% |
| NCR | NCR CORP NEW | $8,000 | 0.0% | 200 | 0.0% | 0.01% | -16.7% | |
| PYPL | PAYPAL HLDGS INC | $7,000 | 0.0% | 30 | 0.0% | 0.00% | -33.3% | |
| ETRN | EQUITRANS MIDSTREAM CORP | $6,000 | 0.0% | 714 | 0.0% | 0.00% | -20.0% | |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $7,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| HBI | HANESBRANDS INC | $6,000 | +50.0% | 306 | 0.0% | 0.00% | +33.3% | |
| SJM | SMUCKER J M CO | $7,000 | +16.7% | 52 | 0.0% | 0.00% | -20.0% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $7,000 | 0.0% | 20 | 0.0% | 0.00% | -33.3% | |
| SIRI | SIRIUS XM HOLDINGS INC | $6,000 | 0.0% | 1,000 | 0.0% | 0.00% | -20.0% | |
| DAL | DELTA AIR LINES INC DEL | $7,000 | +40.0% | 135 | 0.0% | 0.00% | 0.0% | |
| DCI | DONALDSON INC | $6,000 | 0.0% | 103 | 0.0% | 0.00% | -20.0% | |
| MELI | MERCADOLIBRE INC | $6,000 | -14.3% | 4 | 0.0% | 0.00% | -33.3% | |
| VTR | VENTAS INC | $6,000 | +20.0% | 111 | 0.0% | 0.00% | 0.0% | |
| USB | US BANCORP DEL | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FSTA | Sell | FIDELITY COVINGTON TRUSTconsmr staples | $6,000 | -53.8% | 141 | -55.8% | 0.00% | -60.0% |
| EMR | EMERSON ELEC CO | $7,000 | +16.7% | 79 | 0.0% | 0.00% | -20.0% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $6,000 | 0.0% | 150 | 0.0% | 0.00% | -20.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -20.0% | |
| DBP | INVESCO DB MULTI-SECTOR COMMprecious metal | $6,000 | 0.0% | 122 | 0.0% | 0.00% | -20.0% | |
| LAC | New | LITHIUM AMERS CORP NEW | $7,000 | – | 462 | +100.0% | 0.00% | – |
| URTY | New | PROSHARES TRultr russl2000 | $5,000 | – | 43 | +100.0% | 0.00% | – |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $5,000 | 0.0% | 16 | 0.0% | 0.00% | -25.0% | |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $5,000 | -64.3% | 54 | -71.3% | 0.00% | -72.7% |
| EMGF | ISHARES INCmsci emerg mkt | $5,000 | 0.0% | 101 | 0.0% | 0.00% | -25.0% | |
| IYLD | ISHARES TRmrngstr inc etf | $5,000 | 0.0% | 214 | 0.0% | 0.00% | -25.0% | |
| WDAY | WORKDAY INCcl a | $5,000 | 0.0% | 22 | 0.0% | 0.00% | -25.0% | |
| VIAC | VIACOMCBS INCcl b | $5,000 | +25.0% | 119 | 0.0% | 0.00% | 0.0% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $5,000 | +25.0% | 509 | 0.0% | 0.00% | 0.0% | |
| FNF | Sell | FIDELITY NATIONAL FINANCIAL | $5,000 | -44.4% | 128 | -43.6% | 0.00% | -57.1% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $5,000 | +25.0% | 102 | +1.0% | 0.00% | 0.0% |
| GWPH | GW PHARMACEUTICALS PLCads | $5,000 | +66.7% | 25 | 0.0% | 0.00% | +50.0% | |
| VHT | VANGUARD WORLD FDShealth car etf | $5,000 | +25.0% | 20 | 0.0% | 0.00% | 0.0% | |
| C | CITIGROUP INC | $5,000 | 0.0% | 74 | 0.0% | 0.00% | -25.0% | |
| TRI | THOMSON REUTERS CORP. | $5,000 | 0.0% | 57 | 0.0% | 0.00% | -25.0% | |
| USFD | US FOODS HLDG CORP | $5,000 | +25.0% | 125 | 0.0% | 0.00% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $5,000 | 0.0% | 80 | 0.0% | 0.00% | -25.0% | |
| DKNG | Buy | DRAFTKINGS INC | $5,000 | +400.0% | 80 | +300.0% | 0.00% | +200.0% |
| CAR | AVIS BUDGET GROUP | $4,000 | +100.0% | 60 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $3,000 | +50.0% | 50 | 0.0% | 0.00% | 0.0% | |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $3,000 | 0.0% | 56 | +1.8% | 0.00% | 0.0% |
| VRTV | New | VERITIV CORP | $3,000 | – | 64 | +100.0% | 0.00% | – |
| XPH | New | SPDR SER TRs&p pharmac | $3,000 | – | 50 | +100.0% | 0.00% | – |
| COMT | ISHARES U S ETF TRgsci cmdty stgy | $4,000 | 0.0% | 134 | 0.0% | 0.00% | -33.3% | |
| VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $4,000 | -99.2% | 65 | -99.2% | 0.00% | -99.5% |
| MAXR | MAXAR TECHNOLOGIES INC | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| ANET | ARISTA NETWORKS INC | $3,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| BTEC | New | PRINCIPAL EXCHANGE-TRADED FDhelthcare indx | $3,000 | – | 50 | +100.0% | 0.00% | – |
| DLTR | DOLLAR TREE INC | $3,000 | +50.0% | 22 | 0.0% | 0.00% | 0.0% | |
| BUZZ | New | VANECK VECTORS ETF TRsocial sentiment | $4,000 | – | 165 | +100.0% | 0.00% | – |
| BLPH | Sell | BELLEROPHON THERAPEUTICS INC | $3,000 | -40.0% | 500 | -36.5% | 0.00% | -50.0% |
| TQQQ | New | PROSHARES TRultrapro qqq | $3,000 | – | 28 | +100.0% | 0.00% | – |
| PTON | Sell | PELOTON INTERACTIVE INC | $3,000 | -99.4% | 25 | -99.2% | 0.00% | -99.5% |
| EFV | New | ISHARES TReafe value etf | $3,000 | – | 62 | +100.0% | 0.00% | – |
| DLB | DOLBY LABORATORIES INC | $4,000 | 0.0% | 40 | 0.0% | 0.00% | -33.3% | |
| AUPH | AURINIA PHARMACEUTICALS INC | $3,000 | -25.0% | 260 | 0.0% | 0.00% | -33.3% | |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $3,000 | – | 65 | +100.0% | 0.00% | – |
| MKL | MARKEL CORP | $3,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| ACCO | ACCO BRANDS CORP | $1,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| SDOG | ALPS ETF TRsectr div dogs | $2,000 | 0.0% | 35 | 0.0% | 0.00% | -50.0% | |
| AMC | New | AMC ENTMT HLDGS INC | $1,000 | – | 115 | +100.0% | 0.00% | – |
| AIG | AMERICAN INTL GROUP INC | $1,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | -50.0% | |
| BKH | BLACK HILLS CORP | $2,000 | 0.0% | 32 | 0.0% | 0.00% | -50.0% | |
| HRB | BLOCK H & R INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $2,000 | 0.0% | 37 | 0.0% | 0.00% | -50.0% | |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $1,000 | – | 35 | +250.0% | 0.00% | – |
| CVX | CHEVRON CORP NEW | $2,000 | +100.0% | 15 | 0.0% | 0.00% | 0.0% | |
| CMI | CUMMINS INC | $2,000 | 0.0% | 7 | 0.0% | 0.00% | -50.0% | |
| TNA | DIREXION SHS ETF TRdly smcap bull3x | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| SPXL | DIREXION SHS ETF TRdrx s&p500bull | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| NPO | ENPRO INDS INC | $2,000 | 0.0% | 22 | 0.0% | 0.00% | -50.0% | |
| KOIN | Buy | EXCHANGE TRADED CONCEPTS TRcapital link gbl | $2,000 | – | 53 | +1225.0% | 0.00% | – |
| EXPI | Buy | EXP WORLD HLDGS INC | $1,000 | 0.0% | 16 | +100.0% | 0.00% | 0.0% |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $2,000 | – | 52 | +100.0% | 0.00% | – |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $2,000 | – | 43 | +100.0% | 0.00% | – |
| DRIV | Buy | GLOBAL X FDSautonmous ev etf | $2,000 | +100.0% | 75 | +50.0% | 0.00% | 0.0% |
| PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $2,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| ACWF | ISHARES TRmsci gbl multifc | $2,000 | 0.0% | 67 | 0.0% | 0.00% | -50.0% | |
| KHC | Buy | KRAFT HEINZ CO | $2,000 | 0.0% | 51 | +2.0% | 0.00% | -50.0% |
| LMND | LEMONADE INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| NIO | Buy | NIO INCspon ads | $1,000 | 0.0% | 19 | +26.7% | 0.00% | 0.0% |
| NOK | NOKIA CORPsponsored adr | $2,000 | 0.0% | 445 | 0.0% | 0.00% | -50.0% | |
| OUSM | New | OSI ETF TRoshares us smlcp | $1,000 | – | 15 | +100.0% | 0.00% | – |
| PRU | PRUDENTIAL FINL INC | $2,000 | 0.0% | 24 | 0.0% | 0.00% | -50.0% | |
| QS | New | QUANTUMSCAPE CORP | $1,000 | – | 20 | +100.0% | 0.00% | – |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $2,000 | 0.0% | 25 | 0.0% | 0.00% | -50.0% | |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $2,000 | – | 17 | +100.0% | 0.00% | – |
| SENEA | New | SENECA FOODS CORP NEWcl a | $2,000 | – | 47 | +100.0% | 0.00% | – |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | -50.0% | |
| TGT | TARGET CORP | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| TM | TOYOTA MOTOR CORP | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| UGA | UNITED STS GASOLINE FD LPunits | $1,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| VLDR | New | Velodyne Lidar Inc Com | $1,000 | – | 105 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $2,000 | – | 177 | +100.0% | 0.00% | – |
| IGT | INTERNATIONAL GAME TECHNOLOG | $2,000 | -33.3% | 149 | 0.0% | 0.00% | -50.0% | |
| BBBY | BED BATH & BEYOND INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| NWG | NATWEST GROUP PLCspons adr 2 ord | $0 | – | 1 | 0.0% | 0.00% | – | |
| M | MACYS INC | $0 | – | 30 | 0.0% | 0.00% | – | |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $0 | – | 15 | +100.0% | 0.00% | – |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $0 | – | 9 | 0.0% | 0.00% | – | |
| JBHT | HUNT J B TRANS SVCS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| JETS | ETF SER SOLUTIONSus glb jets | $0 | – | 10 | 0.0% | 0.00% | – | |
| ELY | CALLAWAY GOLF CO | $0 | – | 15 | 0.0% | 0.00% | – | |
| BB | New | BLACKBERRY LTD | $0 | – | 15 | +100.0% | 0.00% | – |
| WKHS | WORKHORSE GROUP INC | $0 | – | 24 | 0.0% | 0.00% | – | |
| TWST | Buy | TWIST BIOSCIENCE CORP | $0 | – | 2 | +100.0% | 0.00% | – |
| APHA | APHRIA INC | $0 | – | 25 | 0.0% | 0.00% | – | |
| ZTS | ZOETIS INCcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
| BLOK | AMPLIFY ETF TRblockchain ldr | $0 | – | 4 | 0.0% | 0.00% | – | |
| AAL | AMERICAN AIRLS GROUP INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| AMD | ADVANCED MICRO DEVICES INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| UAA | UNDER ARMOUR INCcl a | $0 | – | 11 | 0.0% | 0.00% | – | |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -6 | -100.0% | 0.00% | – |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -20 | -100.0% | 0.00% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -3 | -100.0% | 0.00% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -2 | -100.0% | -0.00% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -10 | -100.0% | -0.00% | – |
| GME | Exit | GAMESTOP CORP NEWcl a | $0 | – | -152 | -100.0% | -0.00% | – |
| UDOW | Exit | PROSHARES TRultrpro dow30 | $0 | – | -33 | -100.0% | -0.00% | – |
| OXYWS | Exit | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | -268 | -100.0% | -0.00% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -25 | -100.0% | -0.00% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -53 | -100.0% | -0.00% | – |
| PCG | Exit | PG&E CORP | $0 | – | -300 | -100.0% | -0.00% | – |
| WYND | Exit | WYNDHAM DESTINATIONS INC | $0 | – | -120 | -100.0% | -0.00% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -61 | -100.0% | -0.00% | – |
| FSK | Exit | FS KKR CAP CORP | $0 | – | -338 | -100.0% | -0.01% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -76 | -100.0% | -0.01% | – |
| WH | Exit | WYNDHAM HOTELS & RESORTS INC | $0 | – | -120 | -100.0% | -0.01% | – |
| SPGP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $0 | – | -98 | -100.0% | -0.01% | – |
| CASH | Exit | META FINL GROUP INC | $0 | – | -178 | -100.0% | -0.01% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sr | $0 | – | -240 | -100.0% | -0.01% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -328 | -100.0% | -0.01% | – |
| IPAC | Exit | ISHARES TRcore msci pac | $0 | – | -277 | -100.0% | -0.01% | – |
| IEUR | Exit | ISHARES TRcore msci euro | $0 | – | -518 | -100.0% | -0.02% | – |
| PLW | Exit | INVESCO EXCH TRADED FD TR II1 30 lader tre | $0 | – | -737 | -100.0% | -0.02% | – |
| ISCV | Exit | ISHARES TRmrning sm cp etf | $0 | – | -253 | -100.0% | -0.03% | – |
| XNTK | Exit | SPDR SER TRnyse tech etf | $0 | – | -251 | -100.0% | -0.03% | – |
| CPB | Exit | CAMPBELL SOUP CO | $0 | – | -2,045 | -100.0% | -0.08% | – |
| TFI | Exit | SPDR SER TRnuveen brc munic | $0 | – | -3,333 | -100.0% | -0.14% | – |
| IMCB | Exit | ISHARES TRmrgstr md cp etf | $0 | – | -1,006 | -100.0% | -0.18% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -605 | -100.0% | -0.25% | – |
| CSGP | Exit | COSTAR GROUP INC | $0 | – | -372 | -100.0% | -0.27% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -1,207 | -100.0% | -0.28% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -715 | -100.0% | -0.28% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -1,740 | -100.0% | -0.30% | – |
| Z | Exit | ZILLOW GROUP INCcl c cap stk | $0 | – | -2,980 | -100.0% | -0.30% | – |
| SE | Exit | SEA LTDsponsord ads | $0 | – | -1,961 | -100.0% | -0.31% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -348 | -100.0% | -0.31% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -1,174 | -100.0% | -0.31% | – |
| RNG | Exit | RINGCENTRAL INCcl a | $0 | – | -1,141 | -100.0% | -0.34% | – |
| CHGG | Exit | CHEGG INC | $0 | – | -5,192 | -100.0% | -0.37% | – |
| IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -34,184 | -100.0% | -0.49% | – |
| KKR | Exit | KKR & CO INC | $0 | – | -18,511 | -100.0% | -0.59% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -14,416 | -100.0% | -0.83% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-05
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.