$232 Million is the total value of Professional Financial Advisors, LLC's 496 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 23.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPTM | Buy | SPDR SER TRportfoli s&p1500 | $59,823,000 | +15.9% | 1,076,335 | +21.9% | 25.82% | +15.7% |
VOO | Sell | VANGUARD INDEX FDS | $11,426,000 | -20.0% | 27,520 | -15.9% | 4.93% | -20.1% |
TIP | New | ISHARES TRtips bd etf | $10,733,000 | – | 86,159 | +100.0% | 4.63% | – |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $8,214,000 | -45.3% | 36,079 | -42.0% | 3.55% | -45.4% |
DGRO | Sell | ISHARES TRcore div grwth | $7,873,000 | -7.9% | 147,411 | -4.1% | 3.40% | -8.0% |
BNDW | Buy | VANGUARD SCOTTSDALE FDStotal wld bd etf | $7,693,000 | -3.2% | 103,784 | +2.4% | 3.32% | -3.4% |
MTUM | Buy | ISHARES TRmsci usa mmentm | $6,378,000 | -2.0% | 37,906 | +5.9% | 2.75% | -2.2% |
IEF | Buy | ISHARES TRbarclays 7 10 yr | $6,086,000 | +71.6% | 56,626 | +83.7% | 2.63% | +71.4% |
GOVT | Buy | ISHARES TRus treas bd etf | $5,678,000 | +3611.1% | 227,956 | +3876.2% | 2.45% | +3613.6% |
UNP | Sell | UNION PAC CORP | $5,412,000 | +4.8% | 19,811 | -3.4% | 2.34% | +4.6% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $5,123,000 | +9.4% | 62,550 | +17.0% | 2.21% | +9.2% |
BSV | New | VANGUARD BD INDEX FDSshort trm bond | $4,940,000 | – | 63,421 | +100.0% | 2.13% | – |
WBND | Buy | LEGG MASON ETF INVT TRwestn aset ttl | $4,143,000 | +1.2% | 180,534 | +15.6% | 1.79% | +1.0% |
SPMO | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $3,553,000 | -5.2% | 58,101 | +0.1% | 1.53% | -5.3% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,429,000 | +9.1% | 9,715 | -7.6% | 1.48% | +8.9% |
VFQY | New | VANGUARD WELLINGTON FDus quality | $3,282,000 | – | 28,242 | +100.0% | 1.42% | – |
SHY | Buy | ISHARES TR1 3 yr treas bd | $2,592,000 | +113.3% | 31,100 | +118.9% | 1.12% | +113.1% |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $2,410,000 | +22.1% | 40,342 | +30.0% | 1.04% | +21.9% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,296,000 | -55.9% | 39,873 | -53.0% | 0.99% | -55.9% |
AAPL | Sell | APPLE INC | $2,296,000 | -16.1% | 13,151 | -14.7% | 0.99% | -16.3% |
IQLT | Buy | ISHARES TRmsci intl qualty | $2,284,000 | +2.1% | 61,946 | +9.0% | 0.99% | +2.0% |
FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $2,223,000 | +8.9% | 44,662 | +16.0% | 0.96% | +8.8% |
MGK | Buy | VANGUARD WORLD FDmega grwth ind | $2,202,000 | +1348.7% | 9,355 | +1501.9% | 0.95% | +1340.9% |
IMTM | Buy | ISHARES TRmsci intl moment | $2,146,000 | +2.9% | 60,507 | +10.3% | 0.93% | +2.7% |
SMMV | Buy | ISHARES TRmsci usa smcp mn | $2,134,000 | +1.6% | 57,386 | +6.8% | 0.92% | +1.4% |
VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $2,124,000 | -1.6% | 26,873 | +6.3% | 0.92% | -1.7% |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $2,069,000 | -1.0% | 26,015 | +5.5% | 0.89% | -1.1% |
XSOE | Buy | WISDOMTREE TRem ex st-owned | $2,042,000 | +11.8% | 62,524 | +26.1% | 0.88% | +11.5% |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $2,000,000 | +4.2% | 8,060 | +18.4% | 0.86% | +4.0% |
ACWV | Sell | ISHARES INCmsci gbl min vol | $1,935,000 | -15.1% | 18,457 | -12.3% | 0.84% | -15.3% |
EFG | Buy | ISHARES TReafe grwth etf | $1,884,000 | -5.8% | 19,569 | +7.9% | 0.81% | -6.0% |
MSFT | Sell | MICROSOFT CORP | $1,821,000 | -26.1% | 5,905 | -19.4% | 0.79% | -26.2% |
GAA | Buy | CAMBRIA ETF TRglb asset allo | $1,733,000 | -3.1% | 58,636 | +2.1% | 0.75% | -3.2% |
CAG | CONAGRA BRANDS INC | $1,379,000 | -1.7% | 41,070 | 0.0% | 0.60% | -2.0% | |
AMZN | Sell | AMAZON COM INC | $1,327,000 | -21.3% | 407 | -19.6% | 0.57% | -21.4% |
FFTG | Buy | NORTHERN LTS FD TR IVfrmlaflio tact | $1,273,000 | -5.8% | 43,499 | +0.3% | 0.55% | -5.8% |
GOOG | Sell | ALPHABET INCcap stk cl c | $1,212,000 | -28.9% | 434 | -26.3% | 0.52% | -29.0% |
UNH | Sell | UNITEDHEALTH GROUP INC | $1,141,000 | -10.2% | 2,238 | -11.5% | 0.49% | -10.2% |
SCHW | Sell | SCHWAB CHARLES CORP | $1,100,000 | -16.3% | 13,049 | -16.6% | 0.48% | -16.4% |
V | Sell | VISA INC | $1,068,000 | -20.3% | 4,817 | -22.1% | 0.46% | -20.4% |
AOR | Buy | ISHARES TRgrwt allocat etf | $1,064,000 | +1.6% | 19,710 | +7.4% | 0.46% | +1.3% |
SPLG | Sell | SPDR SER TRportfolio s&p500 | $1,058,000 | -5.5% | 19,921 | -0.7% | 0.46% | -5.6% |
WMT | Buy | WALMART INC | $1,020,000 | +16.6% | 6,849 | +13.3% | 0.44% | +16.4% |
FB | Sell | META PLATFORMS INCcl a | $985,000 | -34.9% | 4,430 | -1.6% | 0.42% | -35.0% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $976,000 | -2.4% | 28,463 | +3.8% | 0.42% | -2.5% |
MEAR | Buy | ISHARES U S ETF TRblackrock short | $962,000 | -0.6% | 19,332 | +0.0% | 0.42% | -0.7% |
KKR | Buy | KKR & CO INC | $942,000 | -21.2% | 16,117 | +0.4% | 0.41% | -21.3% |
MUB | Buy | ISHARES TRnational mun etf | $921,000 | +40.0% | 8,401 | +48.5% | 0.40% | +40.1% |
FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $922,000 | +48.7% | 17,370 | +59.6% | 0.40% | +48.5% |
LW | LAMB WESTON HLDGS INC | $874,000 | -5.4% | 14,586 | 0.0% | 0.38% | -5.5% | |
KMX | Buy | CARMAX INC | $873,000 | -24.2% | 9,047 | +2.4% | 0.38% | -24.3% |
DGRE | Buy | WISDOMTREE TRem mkts qtly div | $858,000 | -3.1% | 32,974 | +5.7% | 0.37% | -3.4% |
SPGM | Sell | SPDR INDEX SHS FDSportfli msci gbl | $794,000 | -18.4% | 14,490 | -13.9% | 0.34% | -18.5% |
IJR | Sell | ISHARES TRcore s&p scp etf | $749,000 | -13.2% | 6,939 | -7.9% | 0.32% | -13.4% |
SPAB | Sell | SPDR SER TRportfolio agrgte | $747,000 | -22.8% | 26,865 | -17.8% | 0.32% | -23.0% |
SPSM | Buy | SPDR SER TRportfolio s&p600 | $708,000 | -1.7% | 16,830 | +4.4% | 0.31% | -1.6% |
TSLA | TESLA INC | $591,000 | +2.1% | 548 | 0.0% | 0.26% | +2.0% | |
TCTL | Sell | ETF SER SOLUTIONSprmse cp divrsfd | $549,000 | -17.4% | 17,449 | -9.9% | 0.24% | -17.4% |
XLSR | Buy | SSGA ACTIVE TRspdr ssga us sct | $508,000 | -0.8% | 11,217 | +2.9% | 0.22% | -0.9% |
PG | Buy | PROCTER AND GAMBLE CO | $505,000 | -6.0% | 3,303 | +0.7% | 0.22% | -6.0% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $498,000 | -2.7% | 12,901 | +4.5% | 0.22% | -2.7% |
USMV | Buy | ISHARES TRmsci usa min vol | $421,000 | -2.5% | 5,429 | +1.6% | 0.18% | -2.7% |
FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $388,000 | -46.7% | 8,135 | -45.1% | 0.17% | -47.0% |
ITOT | Buy | ISHARES TRcore s&p ttl stk | $357,000 | -4.8% | 3,540 | +1.0% | 0.15% | -4.9% |
ESGU | Buy | ISHARES TResg awr msci usa | $352,000 | +10.7% | 3,472 | +18.0% | 0.15% | +10.9% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $342,000 | +3.6% | 2,286 | +4.3% | 0.15% | +3.5% |
TLT | Sell | ISHARES TR20 yr tr bd etf | $319,000 | -96.9% | 2,417 | -96.5% | 0.14% | -96.9% |
AOK | Sell | ISHARES TRconser alloc etf | $312,000 | -26.9% | 8,283 | -22.3% | 0.14% | -27.0% |
IAGG | Sell | ISHARES TRcore intl aggr | $281,000 | -38.0% | 5,399 | -34.9% | 0.12% | -38.3% |
IVV | Buy | ISHARES TRcore s&p500 etf | $271,000 | +25.5% | 597 | +31.5% | 0.12% | +25.8% |
ABBV | ABBVIE INC | $256,000 | +19.6% | 1,582 | 0.0% | 0.11% | +19.4% | |
VLU | Sell | SPDR SER TRspdr s&p1500vl | $255,000 | -1.9% | 1,643 | -1.7% | 0.11% | -1.8% |
T | Sell | AT&T INC | $250,000 | -6.7% | 10,597 | -2.6% | 0.11% | -6.9% |
REET | Buy | ISHARES TRglobal reit etf | $247,000 | +2.9% | 8,460 | +7.7% | 0.11% | +2.9% |
GMOM | Sell | CAMBRIA ETF TRglb moment etf | $239,000 | -23.9% | 7,424 | -29.5% | 0.10% | -24.3% |
ROK | ROCKWELL AUTOMATION INC | $196,000 | -19.7% | 700 | 0.0% | 0.08% | -19.0% | |
WFC | Buy | WELLS FARGO CO NEW | $194,000 | +1.6% | 3,998 | +0.5% | 0.08% | +1.2% |
NTSX | Buy | WISDOMTREE TRus efficient cor | $190,000 | +33.8% | 4,701 | +46.4% | 0.08% | +34.4% |
AMAT | Buy | APPLIED MATLS INC | $184,000 | -16.0% | 1,395 | +0.2% | 0.08% | -16.8% |
SPVU | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 enhncd | $175,000 | -3.3% | 3,913 | -3.9% | 0.08% | -2.6% |
HYD | Sell | VANECK ETF TRUSThigh yld munietf | $163,000 | -40.5% | 2,846 | -35.1% | 0.07% | -40.7% |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $163,000 | +1.2% | 1,820 | +0.3% | 0.07% | 0.0% |
EFV | Buy | ISHARES TReafe value etf | $156,000 | +77.3% | 3,097 | +78.1% | 0.07% | +76.3% |
HD | HOME DEPOT INC | $156,000 | -27.8% | 520 | 0.0% | 0.07% | -28.0% | |
IBM | INTERNATIONAL BUSINESS MACHS | $152,000 | -3.2% | 1,172 | 0.0% | 0.07% | -2.9% | |
LMT | Buy | LOCKHEED MARTIN CORP | $150,000 | +25.0% | 339 | +0.6% | 0.06% | +25.0% |
DCP | DCP MIDSTREAM LP | $148,000 | +22.3% | 4,412 | 0.0% | 0.06% | +23.1% | |
DKL | DELEK LOGISTICS PARTNERS LP | $149,000 | +2.8% | 3,388 | 0.0% | 0.06% | +1.6% | |
AOM | Sell | ISHARES TRmodert alloc etf | $143,000 | -5.9% | 3,332 | -0.5% | 0.06% | -6.1% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $139,000 | -70.2% | 50 | -68.9% | 0.06% | -70.1% |
AOA | Buy | ISHARES TRaggres alloc etf | $139,000 | -2.1% | 2,017 | +3.4% | 0.06% | -1.6% |
ORCL | Buy | ORACLE CORP | $136,000 | -4.9% | 1,644 | +0.4% | 0.06% | -4.8% |
FFHG | Sell | NORTHERN LTS FD TR IVformula folios | $136,000 | -9.3% | 3,909 | -3.3% | 0.06% | -9.2% |
RWJ | Sell | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $133,000 | -68.6% | 1,106 | -67.9% | 0.06% | -68.9% |
SPTL | Sell | SPDR SER TRportfolio ln tsr | $133,000 | -15.3% | 3,527 | -5.3% | 0.06% | -16.2% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $132,000 | -81.9% | 365 | -80.1% | 0.06% | -82.0% |
GLDM | Sell | WORLD GOLD TRspdr gld minis | $127,000 | +29.6% | 3,289 | -39.1% | 0.06% | +31.0% |
TSN | Buy | TYSON FOODS INCcl a | $128,000 | +3.2% | 1,433 | +0.4% | 0.06% | +1.9% |
DE | Buy | DEERE & CO | $125,000 | +28.9% | 301 | +6.0% | 0.05% | +28.6% |
XRAY | Buy | DENTSPLY SIRONA INC | $119,000 | -11.9% | 2,417 | +0.2% | 0.05% | -12.1% |
RIGS | Sell | ALPS ETF TRrivrfrnt str inc | $111,000 | -49.5% | 4,693 | -47.5% | 0.05% | -49.5% |
DELL | DELL TECHNOLOGIES INCcl c | $111,000 | -10.5% | 2,213 | 0.0% | 0.05% | -11.1% | |
VMW | VMWARE INC | $111,000 | -1.8% | 975 | 0.0% | 0.05% | -2.0% | |
VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $108,000 | -2.7% | 1,825 | +0.1% | 0.05% | -2.1% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $107,000 | -9.3% | 576 | +0.2% | 0.05% | -9.8% |
CEQP | New | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $107,000 | – | 3,589 | +100.0% | 0.05% | – |
AGGY | Sell | WISDOMTREE TRyield enhancd us | $101,000 | -19.2% | 2,111 | -12.7% | 0.04% | -18.5% |
PEP | PEPSICO INC | $102,000 | -3.8% | 609 | 0.0% | 0.04% | -4.3% | |
DIS | Buy | DISNEY WALT CO | $100,000 | -3.8% | 729 | +8.6% | 0.04% | -4.4% |
ALL | ALLSTATE CORP | $92,000 | +17.9% | 664 | 0.0% | 0.04% | +17.6% | |
USAC | USA COMPRESSION PARTNERS LP | $87,000 | +1.2% | 4,940 | 0.0% | 0.04% | +2.7% | |
COST | COSTCO WHSL CORP NEW | $87,000 | +1.2% | 152 | 0.0% | 0.04% | +2.7% | |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $86,000 | -44.9% | 1,870 | -40.6% | 0.04% | -44.8% |
LNN | LINDSAY CORP | $83,000 | +2.5% | 531 | 0.0% | 0.04% | +2.9% | |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $82,000 | +90.7% | 1,068 | +38.0% | 0.04% | +84.2% |
DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $82,000 | -5.7% | 2,988 | 0.0% | 0.04% | -7.9% | |
TRMB | TRIMBLE INC | $79,000 | -17.7% | 1,100 | 0.0% | 0.03% | -19.0% | |
VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $76,000 | -5.0% | 468 | 0.0% | 0.03% | -5.7% | |
VZ | Sell | VERIZON COMMUNICATIONS INC | $76,000 | -20.8% | 1,491 | -19.7% | 0.03% | -21.4% |
PSCH | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $75,000 | -10.7% | 469 | 0.0% | 0.03% | -11.1% | |
ET | ENERGY TRANSFER L P | $72,000 | +35.8% | 6,472 | 0.0% | 0.03% | +34.8% | |
GLD | Sell | SPDR GOLD TR | $71,000 | +2.9% | 391 | -2.7% | 0.03% | +3.3% |
IUSB | New | ISHARES TRcore total usd | $70,000 | – | 1,417 | +100.0% | 0.03% | – |
EDV | New | VANGUARD WORLD FDextended dur | $68,000 | – | 561 | +100.0% | 0.03% | – |
BX | Buy | BLACKSTONE INC | $68,000 | 0.0% | 532 | +1.1% | 0.03% | 0.0% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $66,000 | +61.0% | 1,403 | +249.0% | 0.03% | +55.6% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $64,000 | -90.2% | 142 | -89.7% | 0.03% | -90.1% |
SYLD | Buy | CAMBRIA ETF TR | $61,000 | +35.6% | 961 | +37.1% | 0.03% | +36.8% |
VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $58,000 | -7.9% | 575 | -2.0% | 0.02% | -7.4% |
SCHP | New | SCHWAB STRATEGIC TRus tips etf | $59,000 | – | 972 | +100.0% | 0.02% | – |
ISCF | ISHARES TRmsci intl sml cp | $58,000 | -6.5% | 1,697 | 0.0% | 0.02% | -7.4% | |
JPIN | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $58,000 | -4.9% | 1,026 | 0.0% | 0.02% | -3.8% | |
CATH | GLOBAL X FDSs&p 500 catholic | $57,000 | -5.0% | 1,018 | 0.0% | 0.02% | -3.8% | |
NEE | Buy | NEXTERA ENERGY INC | $58,000 | +1.8% | 683 | +12.3% | 0.02% | 0.0% |
VLUE | Sell | ISHARES TRmsci usa value | $59,000 | -22.4% | 564 | -19.3% | 0.02% | -24.2% |
CAT | CATERPILLAR INC | $57,000 | +7.5% | 257 | 0.0% | 0.02% | +8.7% | |
GAL | Buy | SSGA ACTIVE ETF TRglobl allo etf | $56,000 | -3.4% | 1,269 | +0.3% | 0.02% | -4.0% |
FALN | Buy | ISHARES TRfaln angls usd | $55,000 | +292.9% | 1,994 | +312.8% | 0.02% | +300.0% |
AXP | AMERICAN EXPRESS CO | $56,000 | +14.3% | 300 | 0.0% | 0.02% | +14.3% | |
EXC | Buy | EXELON CORP | $56,000 | -16.4% | 1,166 | +0.8% | 0.02% | -17.2% |
MS | MORGAN STANLEY | $53,000 | -10.2% | 601 | 0.0% | 0.02% | -11.5% | |
GVAL | Buy | CAMBRIA ETF TRglobal value etf | $51,000 | +2.0% | 2,412 | +10.1% | 0.02% | 0.0% |
VIOV | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $52,000 | +6.1% | 291 | +7.8% | 0.02% | +4.8% |
F | Buy | FORD MTR CO DEL | $52,000 | -18.8% | 3,087 | +0.5% | 0.02% | -21.4% |
CERN | CERNER CORP | $48,000 | 0.0% | 512 | 0.0% | 0.02% | 0.0% | |
BHF | Sell | BRIGHTHOUSE FINL INC | $48,000 | -5.9% | 923 | -7.1% | 0.02% | -4.5% |
PFE | Buy | PFIZER INC | $48,000 | -12.7% | 934 | +0.1% | 0.02% | -12.5% |
HST | HOST HOTELS & RESORTS INC | $49,000 | +14.0% | 2,498 | 0.0% | 0.02% | +10.5% | |
CID | VICTORY PORTFOLIOS II | $46,000 | +2.2% | 1,394 | 0.0% | 0.02% | +5.3% | |
ISCV | ISHARES TRmrning sm cp etf | $45,000 | 0.0% | 759 | 0.0% | 0.02% | 0.0% | |
MGPI | MGP INGREDIENTS INC NEW | $44,000 | 0.0% | 513 | 0.0% | 0.02% | 0.0% | |
SPMD | Buy | SPDR SER TRportfolio s&p400 | $45,000 | -4.3% | 952 | +0.4% | 0.02% | -5.0% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $43,000 | -14.0% | 321 | -6.7% | 0.02% | -13.6% |
IYW | New | ISHARES TRu.s. tech etf | $41,000 | – | 395 | +100.0% | 0.02% | – |
SCHJ | Sell | SCHWAB STRATEGIC TR1 5yr corp bd | $41,000 | -40.6% | 847 | -37.5% | 0.02% | -40.0% |
VUG | VANGUARD INDEX FDSgrowth etf | $41,000 | -10.9% | 142 | 0.0% | 0.02% | -10.0% | |
SHLX | SHELL MIDSTREAM PARTNERS L Punit ltd int | $40,000 | +25.0% | 2,780 | 0.0% | 0.02% | +21.4% | |
CVX | CHEVRON CORP NEW | $39,000 | +39.3% | 239 | 0.0% | 0.02% | +41.7% | |
GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $40,000 | -11.1% | 1,129 | -5.8% | 0.02% | -10.5% |
SPIB | Sell | SPDR SER TRportfolio intrmd | $39,000 | -31.6% | 1,142 | -27.4% | 0.02% | -32.0% |
COP | Buy | CONOCOPHILLIPS | $40,000 | +37.9% | 404 | +0.7% | 0.02% | +30.8% |
SGOL | ABRDN GOLD ETF TRUST | $40,000 | +5.3% | 2,142 | 0.0% | 0.02% | +6.2% | |
XOM | Sell | EXXON MOBIL CORP | $37,000 | 0.0% | 447 | -25.6% | 0.02% | 0.0% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $36,000 | -14.3% | 100 | -14.5% | 0.02% | -11.1% |
AMR | Sell | ALPHA METALLURGICAL RESOUR I | $36,000 | +100.0% | 275 | -6.5% | 0.02% | +100.0% |
SNBR | SLEEP NUMBER CORP | $38,000 | -33.3% | 750 | 0.0% | 0.02% | -36.0% | |
XSLV | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $38,000 | -5.0% | 772 | +0.5% | 0.02% | -5.9% |
EVA | ENVIVA PARTNERS LP | $37,000 | +12.1% | 473 | 0.0% | 0.02% | +14.3% | |
ATVI | New | ACTIVISION BLIZZARD INC | $38,000 | – | 474 | +100.0% | 0.02% | – |
JNJ | Buy | JOHNSON & JOHNSON | $37,000 | +54.2% | 210 | +47.9% | 0.02% | +60.0% |
GDX | VANECK ETF TRUSTgold miners etf | $34,000 | +21.4% | 879 | 0.0% | 0.02% | +25.0% | |
VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $35,000 | -5.4% | 720 | 0.0% | 0.02% | -6.2% | |
MMM | Buy | 3M CO | $35,000 | -12.5% | 236 | +4.4% | 0.02% | -11.8% |
INTC | Buy | INTEL CORP | $35,000 | -2.8% | 699 | +0.3% | 0.02% | -6.2% |
IAU | New | ISHARES GOLD TRishares new | $34,000 | – | 926 | +100.0% | 0.02% | – |
RTX | RAYTHEON TECHNOLOGIES CORP | $35,000 | +16.7% | 354 | 0.0% | 0.02% | +15.4% | |
NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $32,000 | 0.0% | 646 | +0.2% | 0.01% | 0.0% |
BKE | Buy | BUCKLE INC | $32,000 | +88.2% | 959 | +142.2% | 0.01% | +100.0% |
HCA | HCA HEALTHCARE INC | $32,000 | 0.0% | 126 | 0.0% | 0.01% | 0.0% | |
DFS | DISCOVER FINL SVCS | $33,000 | -5.7% | 300 | 0.0% | 0.01% | -6.7% | |
RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $32,000 | -11.1% | 599 | -5.8% | 0.01% | -12.5% |
FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $32,000 | – | 542 | +100.0% | 0.01% | – |
SSO | Sell | PROSHARES TR | $33,000 | -76.3% | 510 | -46.4% | 0.01% | -76.7% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $32,000 | 0.0% | 220 | +0.5% | 0.01% | 0.0% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $32,000 | -3.0% | 184 | +0.5% | 0.01% | 0.0% |
WEC | WEC ENERGY GROUP INC | $29,000 | +3.6% | 288 | 0.0% | 0.01% | +8.3% | |
SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $30,000 | – | 602 | +100.0% | 0.01% | – |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $31,000 | -6.1% | 145 | +0.7% | 0.01% | -7.1% |
NFLX | NETFLIX INC | $30,000 | -37.5% | 80 | 0.0% | 0.01% | -38.1% | |
DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $30,000 | -95.6% | 1,152 | -96.5% | 0.01% | -95.6% |
MTGP | WISDOMTREE TRmortgage plus bd | $30,000 | -3.2% | 625 | 0.0% | 0.01% | 0.0% | |
PDBC | New | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $30,000 | – | 1,715 | +100.0% | 0.01% | – |
PEAK | HEALTHPEAK PROPERTIES INC | $29,000 | -6.5% | 850 | 0.0% | 0.01% | 0.0% | |
MO | ALTRIA GROUP INC | $31,000 | +10.7% | 588 | 0.0% | 0.01% | +8.3% | |
IBCP | INDEPENDENT BK CORP MICH | $30,000 | -9.1% | 1,379 | 0.0% | 0.01% | -7.1% | |
WHR | WHIRLPOOL CORP | $29,000 | -27.5% | 169 | 0.0% | 0.01% | -23.5% | |
IXG | New | ISHARES TRglobal finls etf | $31,000 | – | 395 | +100.0% | 0.01% | – |
FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $29,000 | -6.5% | 895 | 0.0% | 0.01% | 0.0% | |
IVZ | INVESCO LTD | $31,000 | 0.0% | 1,331 | 0.0% | 0.01% | 0.0% | |
QWLD | Sell | SPDR INDEX SHS FDSmsci wrld strgic | $29,000 | -6.5% | 276 | -1.1% | 0.01% | 0.0% |
ADM | ARCHER DANIELS MIDLAND CO | $27,000 | +35.0% | 297 | 0.0% | 0.01% | +33.3% | |
AGZ | Buy | ISHARES TRagency bond etf | $28,000 | -6.7% | 253 | +0.4% | 0.01% | -7.7% |
IOO | ISHARES TRglobal 100 etf | $27,000 | 0.0% | 351 | 0.0% | 0.01% | 0.0% | |
ENB | ENBRIDGE INC | $28,000 | +16.7% | 604 | 0.0% | 0.01% | +20.0% | |
MRK | MERCK & CO INC | $27,000 | +8.0% | 325 | 0.0% | 0.01% | +9.1% | |
MMP | MAGELLAN MIDSTREAM PRTNRS LP | $28,000 | +7.7% | 565 | 0.0% | 0.01% | +9.1% | |
NUE | NUCOR CORP | $27,000 | +28.6% | 180 | 0.0% | 0.01% | +33.3% | |
BKNG | BOOKING HOLDINGS INC | $28,000 | -3.4% | 12 | 0.0% | 0.01% | -7.7% | |
DIMENSIONAL ETF TRUSTworld ex us core | $27,000 | -6.9% | 1,101 | 0.0% | 0.01% | -7.7% | ||
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $27,000 | -15.6% | 359 | -10.9% | 0.01% | -14.3% |
INFY | Buy | INFOSYS LTDsponsored adr | $26,000 | +160.0% | 1,056 | +160.1% | 0.01% | +175.0% |
IDMO | New | INVESCO EXCH TRADED FD TR IIs&p intl momnt | $26,000 | – | 749 | +100.0% | 0.01% | – |
SPYG | SPDR SER TRprtflo s&p500 gw | $26,000 | -7.1% | 387 | 0.0% | 0.01% | -8.3% | |
FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $25,000 | -21.9% | 330 | +10.0% | 0.01% | -21.4% |
DUK | DUKE ENERGY CORP NEW | $26,000 | +4.0% | 235 | 0.0% | 0.01% | 0.0% | |
HYLB | Sell | DBX ETF TRxtrack usd high | $26,000 | -54.4% | 680 | -52.6% | 0.01% | -56.0% |
IXUS | Sell | ISHARES TRcore msci total | $26,000 | -16.1% | 394 | -9.0% | 0.01% | -15.4% |
KMI | Buy | KINDER MORGAN INC DEL | $26,000 | +18.2% | 1,362 | +0.3% | 0.01% | +10.0% |
RIO | New | RIO TINTO PLCsponsored adr | $26,000 | – | 329 | +100.0% | 0.01% | – |
SFIG | Buy | WISDOMTREE TRus sht trm corp | $25,000 | +19.0% | 519 | +27.5% | 0.01% | +22.2% |
OXY | OCCIDENTAL PETE CORP | $26,000 | +85.7% | 466 | 0.0% | 0.01% | +83.3% | |
COMT | Buy | ISHARES U S ETF TRgsci cmdty stgy | $24,000 | +380.0% | 610 | +283.6% | 0.01% | +400.0% |
SPTI | Buy | SPDR SER TRportfli intrmdit | $24,000 | +41.2% | 802 | +51.6% | 0.01% | +42.9% |
HSY | HERSHEY CO | $24,000 | +14.3% | 110 | 0.0% | 0.01% | +11.1% | |
IGIB | Buy | ISHARES TR | $24,000 | +84.6% | 430 | +101.9% | 0.01% | +66.7% |
HTA | New | HEALTHCARE TR AMER INCcl a new | $24,000 | – | 750 | +100.0% | 0.01% | – |
QMOM | ALPHA ARCHITECT ETF TRus quan momentum | $23,000 | -4.2% | 473 | 0.0% | 0.01% | 0.0% | |
STIP | ISHARES TR0-5 yr tips etf | $24,000 | 0.0% | 231 | 0.0% | 0.01% | 0.0% | |
PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $24,000 | -97.2% | 1,797 | -96.8% | 0.01% | -97.3% |
WFHY | Sell | WISDOMTREE TRus hgh yld corp | $24,000 | -20.0% | 486 | -15.9% | 0.01% | -23.1% |
FF | New | FUTUREFUEL CORP | $21,000 | – | 2,200 | +100.0% | 0.01% | – |
XLF | Buy | SELECT SECTOR SPDR TRfinancial | $21,000 | 0.0% | 551 | +0.4% | 0.01% | 0.0% |
CSCO | CISCO SYS INC | $21,000 | -12.5% | 375 | 0.0% | 0.01% | -10.0% | |
FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $20,000 | -72.6% | 161 | -70.1% | 0.01% | -71.9% |
BBDC | New | BARINGS BDC INC | $22,000 | – | 2,160 | +100.0% | 0.01% | – |
GLP | GLOBAL PARTNERS LP | $20,000 | +17.6% | 738 | 0.0% | 0.01% | +28.6% | |
MCD | Buy | MCDONALDS CORP | $22,000 | -4.3% | 90 | +5.9% | 0.01% | -10.0% |
XSMO | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $22,000 | -4.3% | 416 | 0.0% | 0.01% | -10.0% | |
REX | REX AMERICAN RES CORP | $20,000 | +5.3% | 200 | 0.0% | 0.01% | +12.5% | |
EPD | ENTERPRISE PRODS PARTNERS L | $21,000 | +23.5% | 795 | 0.0% | 0.01% | +28.6% | |
SPOK | Buy | SPOK HLDGS INC | $21,000 | +200.0% | 2,577 | +244.5% | 0.01% | +200.0% |
EQAL | New | INVESCO EXCH TRADED FD TR IIrusel 1000 eql | $18,000 | – | 385 | +100.0% | 0.01% | – |
ARKK | Buy | ARK ETF TRinnovation etf | $18,000 | -18.2% | 268 | +16.0% | 0.01% | -20.0% |
FREY | Sell | FREYR BATTERY | $18,000 | +5.9% | 1,471 | -5.5% | 0.01% | +14.3% |
TLH | New | ISHARES TR10-20 yr trs etf | $18,000 | – | 137 | +100.0% | 0.01% | – |
LAC | LITHIUM AMERS CORP NEW | $18,000 | +38.5% | 462 | 0.0% | 0.01% | +33.3% | |
TIPX | New | SPDR SER TRbloomberg 1 10 y | $18,000 | – | 855 | +100.0% | 0.01% | – |
O | REALTY INCOME CORP | $18,000 | -5.3% | 260 | 0.0% | 0.01% | 0.0% | |
SLV | ISHARES SILVER TRishares | $19,000 | +5.6% | 824 | 0.0% | 0.01% | 0.0% | |
IEMG | Buy | ISHARES INCcore msci emkt | $19,000 | -5.0% | 347 | +1.5% | 0.01% | -11.1% |
CAPL | CROSSAMERICA PARTNERS LPut ltd ptn int | $19,000 | +11.8% | 894 | 0.0% | 0.01% | +14.3% | |
D | DOMINION ENERGY INC | $18,000 | +5.9% | 213 | 0.0% | 0.01% | +14.3% | |
SUN | SUNOCO LP/SUNOCO FIN CORP | $18,000 | 0.0% | 452 | 0.0% | 0.01% | 0.0% | |
LNT | ALLIANT ENERGY CORP | $17,000 | 0.0% | 275 | 0.0% | 0.01% | 0.0% | |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $16,000 | -97.5% | 145 | -97.4% | 0.01% | -97.5% |
BAC | BK OF AMERICA CORP | $16,000 | -5.9% | 387 | 0.0% | 0.01% | 0.0% | |
CAR | AVIS BUDGET GROUP | $16,000 | +33.3% | 60 | 0.0% | 0.01% | +40.0% | |
IRBO | ISHARES TRrobotics artif | $16,000 | -20.0% | 477 | 0.0% | 0.01% | -22.2% | |
DISH | DISH NETWORK CORPORATIONcl a | $16,000 | 0.0% | 504 | 0.0% | 0.01% | 0.0% | |
WMB | WILLIAMS COS INC | $17,000 | +21.4% | 523 | 0.0% | 0.01% | +16.7% | |
LUV | SOUTHWEST AIRLS CO | $16,000 | +6.7% | 350 | 0.0% | 0.01% | +16.7% | |
SPTS | SPDR SER TRportfolio sh tsr | $16,000 | 0.0% | 533 | 0.0% | 0.01% | 0.0% | |
KO | COCA COLA CO | $17,000 | +6.2% | 276 | 0.0% | 0.01% | 0.0% | |
FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $17,000 | -5.6% | 264 | 0.0% | 0.01% | -12.5% | |
FLOT | ISHARES TRfltg rate nt etf | $16,000 | 0.0% | 316 | 0.0% | 0.01% | 0.0% | |
UWM | Sell | PROSHARES TR | $13,000 | -23.5% | 270 | -9.4% | 0.01% | -14.3% |
MVV | Sell | PROSHARES TR | $14,000 | -26.3% | 228 | -14.6% | 0.01% | -25.0% |
FSK | Sell | FS KKR CAP CORP | $15,000 | -44.4% | 658 | -49.5% | 0.01% | -50.0% |
KSS | Sell | KOHLS CORP | $13,000 | -50.0% | 212 | -59.0% | 0.01% | -45.5% |
ACWI | ISHARES TRmsci acwi etf | $13,000 | -7.1% | 133 | 0.0% | 0.01% | 0.0% | |
JKS | JINKOSOLAR HLDG CO LTDsponsored adr | $14,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
SCZ | Sell | ISHARES TReafe sml cp etf | $14,000 | -92.0% | 216 | -90.9% | 0.01% | -92.0% |
MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $14,000 | +27.3% | 600 | 0.0% | 0.01% | +20.0% | |
GM | GENERAL MTRS CO | $15,000 | -25.0% | 338 | 0.0% | 0.01% | -33.3% | |
MPLX | MPLX LP | $15,000 | +7.1% | 464 | 0.0% | 0.01% | 0.0% | |
LQD | Sell | ISHARES TRiboxx inv cp etf | $13,000 | -86.0% | 108 | -84.6% | 0.01% | -85.0% |
VGT | VANGUARD WORLD FDSinf tech etf | $13,000 | -13.3% | 32 | 0.0% | 0.01% | 0.0% | |
PSX | Buy | PHILLIPS 66 | $14,000 | +16.7% | 161 | +1.3% | 0.01% | +20.0% |
PENN | Buy | PENN NATL GAMING INC | $15,000 | +200.0% | 346 | +226.4% | 0.01% | +200.0% |
VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $13,000 | – | 189 | +6200.0% | 0.01% | – |
AM | ANTERO MIDSTREAM CORP | $14,000 | +7.7% | 1,292 | 0.0% | 0.01% | 0.0% | |
NVDA | NVIDIA CORPORATION | $15,000 | -6.2% | 56 | 0.0% | 0.01% | -14.3% | |
SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $14,000 | +55.6% | 320 | +64.1% | 0.01% | +50.0% |
FVC | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wright | $14,000 | -68.9% | 375 | -68.3% | 0.01% | -68.4% |
LFVN | LIFEVANTAGE CORP | $12,000 | -25.0% | 2,517 | 0.0% | 0.01% | -28.6% | |
AFG | AMERICAN FINL GROUP INC OHIO | $12,000 | +9.1% | 82 | 0.0% | 0.01% | 0.0% | |
CSX | Buy | CSX CORP | $11,000 | 0.0% | 293 | +0.3% | 0.01% | 0.0% |
CDNS | CADENCE DESIGN SYSTEM INC | $11,000 | -8.3% | 64 | 0.0% | 0.01% | 0.0% | |
GLW | Buy | CORNING INC | $11,000 | 0.0% | 302 | +0.3% | 0.01% | 0.0% |
GENERAL ELECTRIC CO | $12,000 | 0.0% | 127 | 0.0% | 0.01% | 0.0% | ||
BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $12,000 | -14.3% | 427 | +6.8% | 0.01% | -16.7% |
SIZE | Sell | ISHARES TRmsci usa sze ft | $11,000 | -52.2% | 82 | -51.8% | 0.01% | -50.0% |
MTB | M & T BK CORP | $11,000 | +10.0% | 66 | 0.0% | 0.01% | +25.0% | |
MOS | Buy | MOSAIC CO NEW | $11,000 | +175.0% | 165 | +57.1% | 0.01% | +150.0% |
NKE | New | NIKE INCcl b | $11,000 | – | 80 | +100.0% | 0.01% | – |
NTR | Buy | NUTRIEN LTD | $12,000 | +300.0% | 120 | +166.7% | 0.01% | +400.0% |
EET | Buy | PROSHARES TRmsci emrg etf | $11,000 | +57.1% | 157 | +106.6% | 0.01% | +66.7% |
GNR | SPDR INDEX SHS FDSglb nat resrce | $12,000 | +20.0% | 185 | 0.0% | 0.01% | +25.0% | |
EWX | SPDR INDEX SHS FDSs&p emktsc etf | $11,000 | 0.0% | 191 | 0.0% | 0.01% | 0.0% | |
LGLV | SPDR SER TRssga us lrg etf | $11,000 | -8.3% | 78 | 0.0% | 0.01% | 0.0% | |
TDG | TRANSDIGM GROUP INC | $12,000 | 0.0% | 19 | 0.0% | 0.01% | 0.0% | |
WELL | WELLTOWER INC | $11,000 | +10.0% | 112 | 0.0% | 0.01% | +25.0% | |
TEAM | Sell | ATLASSIAN CORP PLCcl a | $12,000 | -95.8% | 40 | -94.6% | 0.01% | -95.9% |
EBND | Buy | SPDR SER TRbloomberg emergi | $10,000 | +25.0% | 423 | +29.8% | 0.00% | +33.3% |
EMXC | ISHARES INCmsci emrg chn | $10,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% | |
PRU | Buy | PRUDENTIAL FINL INC | $9,000 | +200.0% | 76 | +216.7% | 0.00% | +300.0% |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $10,000 | -9.1% | 90 | 0.0% | 0.00% | -20.0% | |
ELD | Buy | WISDOMTREE TRem lcl debt fd | $9,000 | 0.0% | 320 | +1.3% | 0.00% | 0.0% |
BP | BP PLCsponsored adr | $10,000 | +11.1% | 336 | 0.0% | 0.00% | 0.0% | |
VMEO | Buy | VIMEO INC | $9,000 | -10.0% | 792 | +37.3% | 0.00% | 0.0% |
VIAC | PARAMOUNT GLOBAL | $10,000 | +25.0% | 256 | 0.0% | 0.00% | +33.3% | |
BA | Sell | BOEING CO | $10,000 | -72.2% | 50 | -72.4% | 0.00% | -75.0% |
VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $10,000 | 0.0% | 152 | 0.0% | 0.00% | 0.0% | |
MDLZ | Buy | MONDELEZ INTL INCcl a | $10,000 | 0.0% | 153 | +0.7% | 0.00% | 0.0% |
CVS | CVS HEALTH CORP | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
GRMN | New | GARMIN LTD | $10,000 | – | 82 | +100.0% | 0.00% | – |
VHT | VANGUARD WORLD FDShealth car etf | $9,000 | -10.0% | 36 | 0.0% | 0.00% | 0.0% | |
CARR | CARRIER GLOBAL CORPORATION | $10,000 | -16.7% | 217 | 0.0% | 0.00% | -20.0% | |
DD | DUPONT DE NEMOURS INC | $9,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% | |
TDC | TERADATA CORP DEL | $10,000 | +25.0% | 200 | 0.0% | 0.00% | +33.3% | |
TMUS | T-MOBILE US INC | $10,000 | +11.1% | 75 | 0.0% | 0.00% | 0.0% | |
STOR | Buy | STORE CAP CORP | $9,000 | -10.0% | 302 | +1.0% | 0.00% | 0.0% |
SMAR | Sell | SMARTSHEET INC | $10,000 | -97.4% | 181 | -96.4% | 0.00% | -97.6% |
IAC | IAC INTERACTIVECORP NEW | $9,000 | -25.0% | 94 | 0.0% | 0.00% | -20.0% | |
ISRG | Buy | INTUITIVE SURGICAL INC | $10,000 | +100.0% | 32 | +113.3% | 0.00% | +100.0% |
IPI | New | INTREPID POTASH INC | $10,000 | – | 120 | +100.0% | 0.00% | – |
SDY | New | SPDR SER TRs&p divid etf | $6,000 | – | 49 | +100.0% | 0.00% | – |
OTIS | OTIS WORLDWIDE CORP | $8,000 | -11.1% | 108 | 0.0% | 0.00% | -25.0% | |
MLM | MARTIN MARIETTA MATLS INC | $8,000 | -11.1% | 20 | 0.0% | 0.00% | -25.0% | |
QCOM | Buy | QUALCOMM INC | $7,000 | -22.2% | 49 | +2.1% | 0.00% | -25.0% |
EMB | ISHARES TRjpmorgan usd emg | $8,000 | -11.1% | 80 | 0.0% | 0.00% | -25.0% | |
IGOV | ISHARES TRintl trea bd etf | $8,000 | 0.0% | 164 | 0.0% | 0.00% | 0.0% | |
SPMB | Buy | SPDR SER TRportfli mortgage | $8,000 | -11.1% | 352 | +0.6% | 0.00% | -25.0% |
DBP | INVESCO DB MULTI-SECTOR COMMprecious metal | $6,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% | |
NS | NUSTAR ENERGY LP | $8,000 | 0.0% | 528 | 0.0% | 0.00% | 0.0% | |
MDYV | New | SPDR SER TRs&p 400 mdcp val | $6,000 | – | 91 | +100.0% | 0.00% | – |
SPHY | Sell | SPDR SER TRportfli high yld | $7,000 | -30.0% | 289 | -25.7% | 0.00% | -25.0% |
FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $8,000 | -11.1% | 294 | 0.0% | 0.00% | -25.0% | |
FNF | FIDELITY NATIONAL FINANCIAL | $6,000 | -14.3% | 128 | 0.0% | 0.00% | 0.0% | |
ETRN | EQUITRANS MIDSTREAM CORP | $6,000 | -14.3% | 714 | 0.0% | 0.00% | 0.0% | |
SJM | SMUCKER J M CO | $7,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
EMR | EMERSON ELEC CO | $8,000 | +14.3% | 79 | 0.0% | 0.00% | 0.0% | |
TRI | THOMSON REUTERS CORP. | $6,000 | -14.3% | 58 | 0.0% | 0.00% | 0.0% | |
TWTR | TWITTER INC | $8,000 | -11.1% | 200 | 0.0% | 0.00% | -25.0% | |
DOW | DOW INC | $8,000 | +14.3% | 119 | 0.0% | 0.00% | 0.0% | |
USDP | USD PARTNERS LP | $8,000 | +14.3% | 1,375 | 0.0% | 0.00% | 0.0% | |
DLTR | DOLLAR TREE INC | $7,000 | +16.7% | 46 | 0.0% | 0.00% | 0.0% | |
CTVA | CORTEVA INC | $7,000 | +40.0% | 116 | 0.0% | 0.00% | +50.0% | |
CMP | New | COMPASS MINERALS INTL INC | $6,000 | – | 90 | +100.0% | 0.00% | – |
VYM | New | VANGUARD WHITEHALL FDShigh div yld | $6,000 | – | 54 | +100.0% | 0.00% | – |
TOKE | CAMBRIA ETF TRcannabis etf | $8,000 | -11.1% | 696 | 0.0% | 0.00% | -25.0% | |
VDE | VANGUARD WORLD FDSenergy etf | $8,000 | +33.3% | 76 | 0.0% | 0.00% | 0.0% | |
CI | CIGNA CORP NEW | $6,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
VTR | VENTAS INC | $7,000 | +16.7% | 111 | 0.0% | 0.00% | 0.0% | |
CF | New | CF INDS HLDGS INC | $6,000 | – | 60 | +100.0% | 0.00% | – |
BMY | BRISTOL-MYERS SQUIBB CO | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
ARGX | ARGENX SEsponsored adr | $6,000 | -14.3% | 19 | 0.0% | 0.00% | 0.0% | |
AGX | New | ARGAN INC | $8,000 | – | 185 | +100.0% | 0.00% | – |
AMT | AMERICAN TOWER CORP NEW | $8,000 | -11.1% | 32 | 0.0% | 0.00% | -25.0% | |
BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $6,000 | +20.0% | 150 | 0.0% | 0.00% | +50.0% | |
CNHI | CNH INDL N V | $8,000 | -20.0% | 522 | 0.0% | 0.00% | -25.0% | |
NCR | NCR CORP NEW | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
FFTI | Sell | NORTHERN LTS FD TR IVfrmlafolios tatl | $7,000 | -46.2% | 308 | -44.5% | 0.00% | -50.0% |
MRNA | Sell | MODERNA INC | $8,000 | -81.4% | 44 | -74.0% | 0.00% | -84.2% |
MKL | MARKEL CORP | $4,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
C | CITIGROUP INC | $4,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
PFEB | New | INNOVATOR ETFS TRus eqty pwr buf | $4,000 | – | 141 | +100.0% | 0.00% | – |
DAL | DELTA AIR LINES INC DEL | $5,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% | |
USB | US BANCORP DEL | $5,000 | -16.7% | 100 | 0.0% | 0.00% | -33.3% | |
CURE | DIREXION SHS ETF TRhealthcare bul | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
SMH | New | VANECK ETF TRUSTsemiconductr etf | $4,000 | – | 15 | +100.0% | 0.00% | – |
DCI | Buy | DONALDSON INC | $5,000 | -16.7% | 105 | +1.0% | 0.00% | -33.3% |
UAL | UNITED AIRLS HLDGS INC | $5,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
USFD | US FOODS HLDG CORP | $4,000 | +33.3% | 100 | 0.0% | 0.00% | +100.0% | |
GTO | New | INVESCO ACTIVELY MANAGED ETFtotal return | $4,000 | – | 76 | +100.0% | 0.00% | – |
SLYG | SPDR SER TRs&p 600 smcp grw | $5,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
IWM | New | ISHARES TRrussell 2000 etf | $5,000 | – | 24 | +100.0% | 0.00% | – |
FSTA | FIDELITY COVINGTON TRUSTconsmr staples | $4,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
IHI | Sell | ISHARES TRu.s. med dvc etf | $4,000 | -90.5% | 66 | -89.5% | 0.00% | -88.9% |
PNOV | New | INNOVATOR ETFS TRus eqty pwr buf | $4,000 | – | 136 | +100.0% | 0.00% | – |
HRL | HORMEL FOODS CORP | $5,000 | +25.0% | 90 | 0.0% | 0.00% | 0.0% | |
EVRG | EVERGY INC | $5,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
IYLD | Buy | ISHARES TRmrngstr inc etf | $5,000 | 0.0% | 222 | +0.5% | 0.00% | 0.0% |
HBI | HANESBRANDS INC | $5,000 | 0.0% | 306 | 0.0% | 0.00% | 0.0% | |
EMGF | ISHARES INCmsci emerg mkt | $5,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
MSI | MOTOROLA SOLUTIONS INC | $5,000 | -16.7% | 22 | 0.0% | 0.00% | -33.3% | |
AMC | AMC ENTMT HLDGS INC | $4,000 | -20.0% | 175 | 0.0% | 0.00% | 0.0% | |
IGT | INTERNATIONAL GAME TECHNOLOG | $4,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% | |
WDAY | WORKDAY INCcl a | $5,000 | -16.7% | 22 | 0.0% | 0.00% | -33.3% | |
PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $5,000 | 0.0% | 509 | 0.0% | 0.00% | 0.0% | |
PJAN | New | INNOVATOR ETFS TRus eqty pwr buf | $4,000 | – | 127 | +100.0% | 0.00% | – |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $5,000 | -16.7% | 97 | +98.0% | 0.00% | -33.3% |
WEN | WENDYS CO | $4,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% | |
ANET | ARISTA NETWORKS INC | $5,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
MELI | Sell | MERCADOLIBRE INC | $4,000 | -98.7% | 3 | -98.6% | 0.00% | -98.4% |
BFB | New | BROWN FORMAN CORPcl b | $4,000 | – | 61 | +100.0% | 0.00% | – |
FL | FOOT LOCKER INC | $4,000 | -33.3% | 140 | 0.0% | 0.00% | -33.3% | |
VOX | VANGUARD WORLD FDS | $4,000 | -20.0% | 34 | 0.0% | 0.00% | 0.0% | |
VPU | VANGUARD WORLD FDSutilities etf | $4,000 | +33.3% | 22 | 0.0% | 0.00% | +100.0% | |
VIS | VANGUARD WORLD FDSindustrial etf | $5,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
VFH | Sell | VANGUARD WORLD FDSfinancials etf | $4,000 | -33.3% | 46 | -19.3% | 0.00% | -33.3% |
VDC | VANGUARD WORLD FDSconsum stp etf | $4,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
VCR | VANGUARD WORLD FDSconsum dis etf | $4,000 | -20.0% | 14 | 0.0% | 0.00% | 0.0% | |
VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $4,000 | -99.4% | 71 | -99.2% | 0.00% | -99.2% |
DKNG | DRAFTKINGS INC | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
DRIV | GLOBAL X FDSautonmous ev etf | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
GILD | GILEAD SCIENCES INC | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
EMQQ | New | EXCHANGE TRADED CONCEPTS TRemqq em intern | $2,000 | – | 69 | +100.0% | 0.00% | – |
KOIN | EXCHANGE TRADED CONCEPTS TRcapital link gbl | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
NPO | ENPRO INDS INC | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
MUNI | PIMCO ETF TRinter mun bd act | $2,000 | -33.3% | 47 | 0.0% | 0.00% | 0.0% | |
EMN | EASTMAN CHEM CO | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
BOND | PIMCO ETF TRactive bd etf | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
HDRO | ETF SER SOLUTIONSdefiance next | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
DLB | Buy | DOLBY LABORATORIES INC | $3,000 | -25.0% | 41 | +2.5% | 0.00% | -50.0% |
BUZZ | VANECK ETF TRUSTsocial sentiment | $3,000 | -25.0% | 165 | 0.0% | 0.00% | -50.0% | |
TMF | DIREXION SHS ETF TR20yr tres bull | $2,000 | -33.3% | 116 | 0.0% | 0.00% | 0.0% | |
DHI | New | D R HORTON INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
COIN | COINBASE GLOBAL INC | $2,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
CCL | CARNIVAL CORP | $2,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
CGC | CANOPY GROWTH CORP | $2,000 | 0.0% | 266 | 0.0% | 0.00% | 0.0% | |
MRTN | New | MARTEN TRANS LTD | $2,000 | – | 100 | +100.0% | 0.00% | – |
PYPL | Sell | PAYPAL HLDGS INC | $3,000 | -99.0% | 24 | -98.5% | 0.00% | -99.3% |
BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $2,000 | +100.0% | 37 | 0.0% | 0.00% | – | |
HRB | BLOCK H & R INC | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
BKH | BLACK HILLS CORP | $3,000 | +50.0% | 33 | 0.0% | 0.00% | 0.0% | |
MAXR | MAXAR TECHNOLOGIES INC | $3,000 | +50.0% | 71 | 0.0% | 0.00% | 0.0% | |
VTRS | VIATRIS INC | $3,000 | 0.0% | 233 | 0.0% | 0.00% | 0.0% | |
AUPH | AURINIA PHARMACEUTICALS INC | $3,000 | -50.0% | 260 | 0.0% | 0.00% | -66.7% | |
AIG | AMERICAN INTL GROUP INC | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
AEP | New | AMERICAN ELEC PWR CO INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
ORLY | New | OREILLY AUTOMOTIVE INC | $3,000 | – | 4 | +100.0% | 0.00% | – |
AA | ALCOA CORP | $2,000 | +100.0% | 22 | 0.0% | 0.00% | – | |
ARKF | ARK ETF TRfintech innova | $2,000 | -33.3% | 62 | 0.0% | 0.00% | 0.0% | |
YUMC | YUM CHINA HLDGS INC | $3,000 | -25.0% | 80 | 0.0% | 0.00% | -50.0% | |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
NOK | NOKIA CORPsponsored adr | $2,000 | -33.3% | 445 | 0.0% | 0.00% | 0.0% | |
SDOG | ALPS ETF TRsectr div dogs | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
RODM | Sell | LATTICE STRATEGIES TRhartford mlt etf | $2,000 | -85.7% | 78 | -83.6% | 0.00% | -83.3% |
New | KYNDRYL HLDGS INC | $3,000 | – | 234 | +100.0% | 0.00% | – | |
KHC | Buy | KRAFT HEINZ CO | $3,000 | +50.0% | 80 | +53.8% | 0.00% | 0.0% |
ACWF | ISHARES TRmsci gbl multifc | $3,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
MBB | Sell | ISHARES TRmbs etf | $3,000 | -75.0% | 26 | -76.8% | 0.00% | -80.0% |
RIDE | LORDSTOWN MOTORS CORP | $3,000 | 0.0% | 932 | 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% | |
LOW | New | LOWES COS INC | $2,000 | – | 9 | +100.0% | 0.00% | – |
ICE | INTERCONTINENTAL EXCHANGE IN | $3,000 | -25.0% | 26 | 0.0% | 0.00% | -50.0% | |
New | ORION OFFICE REIT INC | $0 | – | 26 | +100.0% | 0.00% | – | |
USA | LIBERTY ALL STAR EQUITY FDsh ben int | $0 | – | 10 | 0.0% | 0.00% | – | |
ACCO | ACCO BRANDS CORP | $1,000 | 0.0% | 110 | 0.0% | 0.00% | – | |
TPL | New | TEXAS PACIFIC LAND CORPORATI | $1,000 | – | 1 | +100.0% | 0.00% | – |
PHUN | PHUNWARE INC | $1,000 | 0.0% | 444 | 0.0% | 0.00% | – | |
CCD | Sell | CALAMOS DYNAMIC CONV & INCOM | $0 | -100.0% | 5 | -100.0% | 0.00% | -100.0% |
NWG | NATWEST GROUP PLCspons adr 2 ord | $0 | – | 1 | 0.0% | 0.00% | – | |
BNSO | BONSO ELECTRS INTL INC | $1,000 | -50.0% | 400 | 0.0% | 0.00% | -100.0% | |
OGN | ORGANON & CO | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
EXPI | EXP WORLD HLDGS INC | $0 | -100.0% | 16 | 0.0% | 0.00% | – | |
BB | BLACKBERRY LTD | $1,000 | 0.0% | 149 | 0.0% | 0.00% | – | |
JETS | ETF SER SOLUTIONSus glb jets | $0 | – | 10 | 0.0% | 0.00% | – | |
BYND | BEYOND MEAT INC | $0 | – | 3 | 0.0% | 0.00% | – | |
ENR | New | ENERGIZER HLDGS INC NEW | $1,000 | – | 22 | +100.0% | 0.00% | – |
TLRY | TILRAY BRANDS INC | $0 | – | 20 | 0.0% | 0.00% | – | |
BBBY | BED BATH & BEYOND INC | $0 | – | 6 | 0.0% | 0.00% | – | |
TDOC | TELADOC HEALTH INC | $0 | – | 2 | 0.0% | 0.00% | – | |
OBELF | New | OBSIDIAN ENERGY LTD | $0 | – | 28 | +100.0% | 0.00% | – |
ADSK | AUTODESK INC | $1,000 | -50.0% | 6 | 0.0% | 0.00% | -100.0% | |
New | AURORA INNOVATION INC | $0 | – | 40 | +100.0% | 0.00% | – | |
TM | TOYOTA MOTOR CORPads | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
TGT | TARGET CORP | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
M | MACYS INC | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | 4 | 0.0% | 0.00% | – | |
NIO | NIO INCspon ads | $0 | -100.0% | 19 | 0.0% | 0.00% | – | |
MNMD | MIND MEDICINE MINDMED INC | $0 | – | 84 | 0.0% | 0.00% | – | |
ARNC | ARCONIC CORPORATION | $0 | -100.0% | 16 | 0.0% | 0.00% | – | |
BLOK | AMPLIFY ETF TRblockchain ldr | $0 | -100.0% | 13 | 0.0% | 0.00% | – | |
ELY | CALLAWAY GOLF CO | $0 | – | 15 | 0.0% | 0.00% | – | |
ME | 23ANDME HOLDING CO | $1,000 | -50.0% | 254 | 0.0% | 0.00% | -100.0% | |
New | PROSHARES TRbitcoin strate | $1,000 | – | 48 | +100.0% | 0.00% | – | |
OUSM | OSI ETF TRoshares us smlcp | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
LE | LANDS END INC NEW | $0 | – | 4 | 0.0% | 0.00% | – | |
CWB | Sell | SPDR SER TRbloomberg conv | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
EPC | New | EDGEWELL PERS CARE CO | $1,000 | – | 22 | +100.0% | 0.00% | – |
WKHS | WORKHORSE GROUP INC | $0 | – | 24 | 0.0% | 0.00% | – | |
EEM | ISHARES TRmsci emg mkt etf | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
TECL | DIREXION SHS ETF TRdly tech bull 3x | $0 | – | 5 | 0.0% | 0.00% | – | |
ZTS | ZOETIS INCcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
TNA | DIREXION SHS ETF TRdly smcap bull3x | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
NTLA | Exit | INTELLIA THERAPEUTICS INC | $0 | – | -10 | -100.0% | 0.00% | – |
SPXL | DIREXION SHS ETF TRdrx s&p500bull | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
LMND | LEMONADE INC | $0 | – | 10 | 0.0% | 0.00% | – | |
UAA | UNDER ARMOUR INCcl a | $0 | – | 11 | 0.0% | 0.00% | – | |
JAZZ | JAZZ PHARMACEUTICALS PLC | $0 | – | 3 | 0.0% | 0.00% | – | |
QS | QUANTUMSCAPE CORP | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
SPSB | Sell | SPDR SER TRportfolio short | $1,000 | -90.9% | 39 | -89.3% | 0.00% | -100.0% |
PDD | PINDUODUO INCsponsored ads | $1,000 | -50.0% | 33 | 0.0% | 0.00% | -100.0% | |
New | VALKYRIE ETF TRUST IIbitcoin strategy | $0 | – | 2 | +100.0% | 0.00% | – | |
OXYWS | Exit | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | -268 | -100.0% | -0.00% | – |
SCHI | Exit | SCHWAB STRATEGIC TR5 10yr corp bd | $0 | – | -45 | -100.0% | -0.00% | – |
LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -43 | -100.0% | -0.00% | – |
FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -65 | -100.0% | -0.00% | – |
FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -52 | -100.0% | -0.00% | – |
NYC | Exit | NEW YORK CITY REIT INC | $0 | – | -291 | -100.0% | -0.00% | – |
REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -8 | -100.0% | -0.00% | – |
VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -26 | -100.0% | -0.00% | – |
PFIG | Exit | INVESCO EXCH TRADED FD TR IIfndmntl ig crp | $0 | – | -248 | -100.0% | -0.00% | – |
LBRDK | Exit | LIBERTY BROADBAND CORP | $0 | – | -36 | -100.0% | -0.00% | – |
SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -1,000 | -100.0% | -0.00% | – |
CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -216 | -100.0% | -0.01% | – |
SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -341 | -100.0% | -0.01% | – |
SNA | Exit | SNAP ON INC | $0 | – | -65 | -100.0% | -0.01% | – |
IGSB | Exit | ISHARES TR | $0 | – | -352 | -100.0% | -0.01% | – |
SPLB | Exit | SPDR SER TRportfolio ln cor | $0 | – | -580 | -100.0% | -0.01% | – |
SPIP | Exit | SPDR SER TRportfli tips etf | $0 | – | -559 | -100.0% | -0.01% | – |
IGLB | Exit | ISHARES TR10+ yr invst grd | $0 | – | -314 | -100.0% | -0.01% | – |
CP | Exit | CANADIAN PAC RY LTD | $0 | – | -360 | -100.0% | -0.01% | – |
GSP | Exit | BARCLAYS BANK PLCipspgs ttl etn | $0 | – | -2,776 | -100.0% | -0.02% | – |
USFR | Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -3,320 | -100.0% | -0.04% | – |
OMP | Exit | OASIS MIDSTREAM PARTNERS LP | $0 | – | -4,125 | -100.0% | -0.04% | – |
VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -1,379 | -100.0% | -0.05% | – |
SQ | Exit | BLOCK INCcl a | $0 | – | -1,384 | -100.0% | -0.10% | – |
SE | Exit | SEA LTDsponsord ads | $0 | – | -1,160 | -100.0% | -0.11% | – |
AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -2,303 | -100.0% | -0.11% | – |
SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -801 | -100.0% | -0.12% | – |
SHOP | Exit | SHOPIFY INCcl a | $0 | – | -202 | -100.0% | -0.12% | – |
CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -440 | -100.0% | -0.12% | – |
FYX | Exit | FIRST TR SML CP CORE ALPHA F | $0 | – | -2,991 | -100.0% | -0.12% | – |
RWK | Exit | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $0 | – | -3,039 | -100.0% | -0.12% | – |
FYC | Exit | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $0 | – | -3,971 | -100.0% | -0.13% | – |
CRM | Exit | SALESFORCE COM INC | $0 | – | -1,197 | -100.0% | -0.13% | – |
DT | Exit | DYNATRACE INC | $0 | – | -5,006 | -100.0% | -0.13% | – |
ROKU | Exit | ROKU INC | $0 | – | -1,362 | -100.0% | -0.13% | – |
NOW | Exit | SERVICENOW INC | $0 | – | -522 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-05
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.