$199 Million is the total value of ATTICUS WEALTH MANAGEMENT, LLC's 363 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 17.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $32,669,000 | +16.9% | 87,380 | +4.7% | 16.45% | -1.3% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $8,436,000 | +15.6% | 64,878 | +3.7% | 4.25% | -2.4% |
AAPL | Buy | APPLE INC | $7,685,000 | +18.8% | 57,917 | +3.7% | 3.87% | +0.3% |
QLTA | Buy | ISHARES TRa rate cp bd etf | $7,350,000 | +12.8% | 125,601 | +11.5% | 3.70% | -4.8% |
OEF | Sell | ISHARES TRs&p 100 etf | $7,304,000 | +4.3% | 42,554 | -5.4% | 3.68% | -12.0% |
KO | Buy | COCA COLA CO | $6,792,000 | +11.1% | 123,848 | +0.0% | 3.42% | -6.2% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $6,776,000 | +14.1% | 42,142 | +4.3% | 3.41% | -3.6% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $6,572,000 | +13.5% | 57,933 | +5.5% | 3.31% | -4.2% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $4,763,000 | +12.8% | 55,146 | +13.0% | 2.40% | -4.8% |
MSFT | Sell | MICROSOFT CORP | $4,276,000 | -3.1% | 19,225 | -8.4% | 2.15% | -18.2% |
PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $4,184,000 | +14.5% | 274,160 | +10.5% | 2.11% | -3.4% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,116,000 | +20.6% | 13,118 | +6.8% | 2.07% | +1.8% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $3,430,000 | +90.8% | 14,922 | +53.8% | 1.73% | +61.1% |
AMZN | Buy | AMAZON COM INC | $3,218,000 | +11.9% | 988 | +8.2% | 1.62% | -5.5% |
PFF | Buy | ISHARES TRpfd and incm sec | $3,073,000 | +18.7% | 79,809 | +12.4% | 1.55% | +0.2% |
XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $3,071,000 | +19.7% | 104,177 | -2.2% | 1.55% | +1.1% |
XLC | Buy | SELECT SECTOR SPDR TR | $3,018,000 | +21.2% | 44,723 | +6.7% | 1.52% | +2.3% |
VV | Buy | VANGUARD INDEX FDSlarge cap etf | $2,862,000 | +16.6% | 16,283 | +3.8% | 1.44% | -1.5% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $2,854,000 | +87.9% | 31,189 | +66.2% | 1.44% | +58.6% |
MPW | Buy | MEDICAL PPTYS TRUST INC | $2,784,000 | +28.1% | 127,765 | +3.6% | 1.40% | +8.1% |
O | Sell | REALTY INCOME CORP | $2,745,000 | +0.1% | 44,155 | -2.2% | 1.38% | -15.5% |
HD | Buy | HOME DEPOT INC | $2,555,000 | -2.9% | 9,618 | +1.5% | 1.29% | -18.0% |
IWM | Buy | ISHARES TRrussell 2000 etf | $2,173,000 | +89.6% | 11,080 | +44.8% | 1.09% | +60.2% |
TTD | Buy | THE TRADE DESK INC | $2,048,000 | +76.2% | 2,557 | +14.2% | 1.03% | +48.8% |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,978,000 | +18.5% | 22,343 | +3.1% | 1.00% | +0.1% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,879,000 | +18.1% | 13,309 | +7.6% | 0.95% | -0.3% |
DIS | Buy | DISNEY WALT CO | $1,749,000 | +50.3% | 9,651 | +2.9% | 0.88% | +26.8% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,712,000 | +20.6% | 4,840 | +6.2% | 0.86% | +1.9% |
IWP | Buy | ISHARES TRrus md cp gr etf | $1,699,000 | +18.1% | 16,553 | +98.9% | 0.86% | -0.3% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $1,683,000 | +20.2% | 960 | +0.5% | 0.85% | +1.4% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,637,000 | +1537.0% | 25,646 | +5795.6% | 0.82% | +1273.3% |
MBB | Buy | ISHARES TRmbs etf | $1,594,000 | +15.9% | 14,472 | +16.2% | 0.80% | -2.2% |
NEE | Buy | NEXTERA ENERGY INC | $1,537,000 | +11.8% | 19,918 | +302.1% | 0.77% | -5.6% |
GOVT | Buy | ISHARES TRus treas bd etf | $1,456,000 | -2.2% | 53,459 | +0.4% | 0.73% | -17.4% |
MRK | Buy | MERCK & CO. INC | $1,217,000 | -1.3% | 14,878 | +0.1% | 0.61% | -16.6% |
SHV | Sell | ISHARES TRshort treas bd | $1,127,000 | -10.0% | 10,196 | -9.9% | 0.57% | -24.0% |
V | Buy | VISA INC | $1,109,000 | +21.3% | 5,070 | +11.0% | 0.56% | +2.4% |
JNJ | Buy | JOHNSON & JOHNSON | $1,079,000 | +7.5% | 6,856 | +1.7% | 0.54% | -9.3% |
TFC | Sell | TRUIST FINL CORP | $1,077,000 | +25.7% | 22,470 | -0.2% | 0.54% | +6.1% |
SDY | Sell | SPDR SER TRs&p divid etf | $1,036,000 | +8.8% | 9,780 | -5.0% | 0.52% | -8.1% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $1,024,000 | +27.2% | 2,868 | +20.5% | 0.52% | +7.3% |
IGSB | Sell | ISHARES TR | $1,007,000 | -7.0% | 18,253 | -7.5% | 0.51% | -21.5% |
PG | Buy | PROCTER AND GAMBLE CO | $979,000 | +0.3% | 7,038 | +0.2% | 0.49% | -15.3% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $882,000 | +8.1% | 1,764 | +6.1% | 0.44% | -8.8% |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $850,000 | +35.1% | 12,603 | +28.3% | 0.43% | +14.1% |
CRM | Buy | SALESFORCE COM INC | $833,000 | -1.3% | 3,742 | +11.5% | 0.42% | -16.7% |
VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $829,000 | +2663.3% | 3,909 | +2269.1% | 0.42% | +2216.7% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $811,000 | -2.5% | 3,498 | -10.5% | 0.41% | -17.7% |
COST | Buy | COSTCO WHSL CORP NEW | $770,000 | +8.0% | 2,045 | +1.8% | 0.39% | -8.7% |
IWS | Sell | ISHARES TRrus mdcp val etf | $631,000 | +9.5% | 6,503 | -8.8% | 0.32% | -7.3% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $611,000 | +27.6% | 3,709 | +0.4% | 0.31% | +7.7% |
JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $588,000 | -28.3% | 11,575 | -28.3% | 0.30% | -39.5% |
TSLA | Buy | TESLA INC | $583,000 | +81.6% | 826 | +10.3% | 0.29% | +53.4% |
FB | Sell | FACEBOOK INCcl a | $549,000 | +4.4% | 2,008 | -0.0% | 0.28% | -12.1% |
NEM | Buy | NEWMONT CORP | $537,000 | +9.8% | 8,971 | +16.4% | 0.27% | -7.5% |
NFLX | Buy | NETFLIX INC | $521,000 | +21.4% | 964 | +12.4% | 0.26% | +2.3% |
TLT | Sell | ISHARES TR20 yr tr bd etf | $512,000 | -53.7% | 3,243 | -52.1% | 0.26% | -60.8% |
DDOG | DATADOG INC | $487,000 | -3.8% | 4,950 | 0.0% | 0.24% | -18.9% | |
ALL | Sell | ALLSTATE CORP | $487,000 | -33.9% | 4,431 | -43.4% | 0.24% | -44.2% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $478,000 | -0.6% | 8,128 | +0.6% | 0.24% | -16.0% |
PYPL | Buy | PAYPAL HLDGS INC | $467,000 | +39.8% | 1,995 | +17.6% | 0.24% | +18.1% |
VEEV | Buy | VEEVA SYS INC | $449,000 | +32.8% | 1,649 | +37.3% | 0.23% | +11.9% |
ABT | Buy | ABBOTT LABS | $435,000 | +0.9% | 3,975 | +0.3% | 0.22% | -14.8% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $418,000 | +25.5% | 3,028 | +22.6% | 0.21% | +5.5% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $397,000 | +584.5% | 2,795 | +432.4% | 0.20% | +471.4% |
PEP | Buy | PEPSICO INC | $390,000 | +16.4% | 2,633 | +8.8% | 0.20% | -2.0% |
GOOG | ALPHABET INCcap stk cl c | $389,000 | +19.3% | 222 | 0.0% | 0.20% | +1.0% | |
LLY | Buy | LILLY ELI & CO | $387,000 | +14.2% | 2,290 | +0.0% | 0.20% | -3.5% |
HYG | Sell | ISHARES TRiboxx hi yd etf | $369,000 | +0.8% | 4,227 | -3.0% | 0.19% | -14.7% |
ABBV | Buy | ABBVIE INC | $362,000 | +39.2% | 3,374 | +13.6% | 0.18% | +17.4% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $357,000 | +61.5% | 4,285 | +60.8% | 0.18% | +36.4% |
DOCU | Buy | DOCUSIGN INC | $353,000 | +105.2% | 1,587 | +99.1% | 0.18% | +72.8% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $348,000 | +109.6% | 3,797 | +87.3% | 0.18% | +76.8% |
MCD | Buy | MCDONALDS CORP | $348,000 | -1.7% | 1,623 | +0.6% | 0.18% | -17.1% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $341,000 | +38.6% | 733 | +31.8% | 0.17% | +17.0% |
APD | AIR PRODS & CHEMS INC | $342,000 | -8.3% | 1,251 | 0.0% | 0.17% | -22.5% | |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $321,000 | +156.8% | 2,699 | +119.4% | 0.16% | +116.0% |
CVX | CHEVRON CORP NEW | $317,000 | +17.4% | 3,755 | 0.0% | 0.16% | -0.6% | |
SCHW | SCHWAB CHARLES CORP | $315,000 | +46.5% | 5,933 | 0.0% | 0.16% | +24.2% | |
GLD | Buy | SPDR GOLD TR | $299,000 | +9.1% | 1,676 | +8.5% | 0.15% | -7.4% |
T | Sell | AT&T INC | $297,000 | -51.1% | 10,327 | -51.5% | 0.15% | -58.6% |
VOX | Buy | VANGUARD WORLD FDS | $291,000 | +18.3% | 2,420 | +0.2% | 0.15% | -0.7% |
CMI | CUMMINS INC | $287,000 | +7.5% | 1,263 | 0.0% | 0.14% | -9.4% | |
PTON | Sell | PELOTON INTERACTIVE INC | $268,000 | +38.1% | 1,764 | -9.6% | 0.14% | +16.4% |
AGG | Buy | ISHARES TRcore us aggbd et | $265,000 | +0.4% | 2,240 | +0.0% | 0.13% | -15.3% |
NVDA | Buy | NVIDIA CORPORATION | $262,000 | +26.0% | 501 | +30.1% | 0.13% | +6.5% |
JPM | Buy | JPMORGAN CHASE & CO | $261,000 | +46.6% | 2,057 | +11.4% | 0.13% | +23.6% |
BDX | BECTON DICKINSON & CO | $257,000 | +7.5% | 1,029 | 0.0% | 0.13% | -9.8% | |
VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $245,000 | +580.6% | 3,014 | +498.0% | 0.12% | +485.7% |
NTES | Buy | NETEASE INCsponsored ads | $239,000 | +34.3% | 2,499 | +537.5% | 0.12% | +13.2% |
SQ | Buy | SQUARE INCcl a | $238,000 | +126.7% | 1,092 | +68.5% | 0.12% | +90.5% |
AMAT | Buy | APPLIED MATLS INC | $236,000 | +52.3% | 2,731 | +5.0% | 0.12% | +29.3% |
FTNT | Buy | FORTINET INC | $230,000 | +32.2% | 1,551 | +5.1% | 0.12% | +11.5% |
ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $223,000 | +93.9% | 3,172 | +70.4% | 0.11% | +62.3% |
INTC | Buy | INTEL CORP | $220,000 | -0.5% | 4,425 | +3.6% | 0.11% | -15.9% |
DHR | DANAHER CORPORATION | $214,000 | +2.9% | 965 | 0.0% | 0.11% | -12.9% | |
KMB | KIMBERLY-CLARK CORP | $209,000 | -8.7% | 1,550 | 0.0% | 0.10% | -23.4% | |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $196,000 | +73.5% | 830 | +100.0% | 0.10% | +47.8% |
DVY | New | ISHARES TRselect divid etf | $190,000 | – | 1,977 | +100.0% | 0.10% | – |
IBDR | ISHARES TRibonds dec2026 | $190,000 | +1.1% | 7,000 | 0.0% | 0.10% | -14.3% | |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $190,000 | +25.0% | 3,032 | +18.1% | 0.10% | +5.5% |
D | Buy | DOMINION ENERGY INC | $187,000 | -4.6% | 2,488 | +0.2% | 0.09% | -19.7% |
LIN | Buy | LINDE PLC | $184,000 | +72.0% | 700 | +55.6% | 0.09% | +45.3% |
GILD | Buy | GILEAD SCIENCES INC | $185,000 | -6.6% | 3,178 | +1.3% | 0.09% | -21.2% |
SO | SOUTHERN CO | $184,000 | +12.9% | 3,000 | 0.0% | 0.09% | -4.1% | |
EFA | Buy | ISHARES TRmsci eafe etf | $180,000 | +25.9% | 2,469 | +9.6% | 0.09% | +7.1% |
AVGO | Buy | BROADCOM INC | $178,000 | +20.3% | 407 | +0.2% | 0.09% | +2.3% |
ECL | ECOLAB INC | $177,000 | +8.6% | 816 | 0.0% | 0.09% | -8.2% | |
CVS | Buy | CVS HEALTH CORP | $174,000 | +16.8% | 2,551 | +0.2% | 0.09% | -1.1% |
QCOM | Buy | QUALCOMM INC | $173,000 | +44.2% | 1,133 | +10.9% | 0.09% | +20.8% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $173,000 | +37.3% | 1,782 | +35.3% | 0.09% | +16.0% |
FSLY | Sell | FASTLY INCcl a | $171,000 | -52.2% | 1,956 | -48.8% | 0.09% | -59.6% |
AMT | Buy | AMERICAN TOWER CORP NEW | $168,000 | -4.5% | 750 | +3.0% | 0.08% | -19.0% |
ROK | New | ROCKWELL AUTOMATION INC | $166,000 | – | 660 | +100.0% | 0.08% | – |
LOW | Buy | LOWES COS INC | $167,000 | +12.8% | 1,042 | +16.6% | 0.08% | -4.5% |
BA | Buy | BOEING CO | $165,000 | +87.5% | 771 | +44.9% | 0.08% | +59.6% |
PFE | Buy | PFIZER INC | $163,000 | +0.6% | 4,422 | +0.2% | 0.08% | -15.5% |
TGT | Buy | TARGET CORP | $162,000 | +17.4% | 915 | +4.2% | 0.08% | 0.0% |
HUM | Buy | HUMANA INC | $161,000 | 0.0% | 393 | +0.8% | 0.08% | -15.6% |
IBB | Buy | ISHARES TRnasdaq biotech | $158,000 | +31.7% | 1,045 | +18.2% | 0.08% | +11.1% |
VHT | Buy | VANGUARD WORLD FDShealth car etf | $159,000 | +11.2% | 711 | +1.7% | 0.08% | -5.9% |
INTU | INTUIT | $151,000 | +16.2% | 398 | 0.0% | 0.08% | -2.6% | |
SHW | Buy | SHERWIN WILLIAMS CO | $151,000 | +10.2% | 206 | +5.1% | 0.08% | -7.3% |
IVV | Buy | ISHARES TRcore s&p500 etf | $151,000 | +843.8% | 403 | +739.6% | 0.08% | +660.0% |
VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $148,000 | – | 1,862 | +100.0% | 0.08% | – |
ACN | Buy | ACCENTURE PLC IRELAND | $146,000 | +17.7% | 560 | +1.8% | 0.07% | -1.4% |
UNP | UNION PAC CORP | $146,000 | +5.8% | 700 | 0.0% | 0.07% | -11.0% | |
WMT | Buy | WALMART INC | $146,000 | +4.3% | 1,010 | +1.0% | 0.07% | -12.0% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $145,000 | +17.9% | 1,137 | +0.1% | 0.07% | 0.0% |
CPRT | New | COPART INC | $146,000 | – | 1,148 | +100.0% | 0.07% | – |
NKE | Buy | NIKE INCcl b | $143,000 | +12.6% | 1,012 | +0.1% | 0.07% | -5.3% |
HASI | Buy | HANNON ARMSTRONG SUST INFR C | $142,000 | +51.1% | 2,242 | +0.8% | 0.07% | +26.8% |
AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $137,000 | +25.7% | 4,045 | 0.0% | 0.07% | +6.2% | |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $138,000 | +3.0% | 2,219 | +0.2% | 0.07% | -13.8% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $137,000 | +21.2% | 813 | +19.9% | 0.07% | +3.0% |
MRVL | Buy | MARVELL TECHNOLOGY GROUP LTDord | $133,000 | +19.8% | 2,807 | +0.1% | 0.07% | +1.5% |
NOC | Buy | NORTHROP GRUMMAN CORP | $131,000 | +84.5% | 431 | +91.6% | 0.07% | +57.1% |
MGM | MGM RESORTS INTERNATIONAL | $127,000 | +44.3% | 4,024 | 0.0% | 0.06% | +23.1% | |
VPU | VANGUARD WORLD FDSutilities etf | $128,000 | +6.7% | 930 | 0.0% | 0.06% | -11.1% | |
DG | Buy | DOLLAR GEN CORP NEW | $123,000 | +12200.0% | 585 | +9650.0% | 0.06% | +6100.0% |
PM | PHILIP MORRIS INTL INC | $124,000 | +10.7% | 1,500 | 0.0% | 0.06% | -7.5% | |
ORLY | Buy | OREILLY AUTOMOTIVE INC | $122,000 | +8.0% | 269 | +9.8% | 0.06% | -9.0% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $119,000 | +1.7% | 2,033 | +0.0% | 0.06% | -14.3% |
CAT | Buy | CATERPILLAR INC | $118,000 | +21.6% | 650 | +0.2% | 0.06% | +1.7% |
PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $116,000 | +24.7% | 6,024 | +21.0% | 0.06% | +5.5% |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $107,000 | +50.7% | 1,829 | +29.3% | 0.05% | +28.6% |
SAP | Buy | SAP SEspon adr | $107,000 | +2575.0% | 822 | +3473.9% | 0.05% | +2600.0% |
SNAP | New | SNAP INCcl a | $105,000 | – | 2,094 | +100.0% | 0.05% | – |
BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $105,000 | +556.2% | 1,801 | +552.5% | 0.05% | +430.0% |
DUK | Sell | DUKE ENERGY CORP NEW | $106,000 | -45.6% | 1,163 | -47.1% | 0.05% | -54.3% |
IWR | New | ISHARES TRrus mid cap etf | $103,000 | – | 1,500 | +100.0% | 0.05% | – |
AEP | Sell | AMERICAN ELEC PWR CO INC | $101,000 | -12.9% | 1,207 | -14.7% | 0.05% | -26.1% |
SPLK | SPLUNK INC | $100,000 | -9.9% | 590 | 0.0% | 0.05% | -24.2% | |
WM | Buy | WASTE MGMT INC DEL | $100,000 | +5.3% | 845 | +1.2% | 0.05% | -12.3% |
VTEB | New | VANGUARD MUN BD FDStax exempt bd | $99,000 | – | 1,800 | +100.0% | 0.05% | – |
ETSY | New | ETSY INC | $98,000 | – | 552 | +100.0% | 0.05% | – |
LH | New | LABORATORY CORP AMER HLDGS | $98,000 | – | 479 | +100.0% | 0.05% | – |
XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $96,000 | -10.3% | 2,625 | -13.2% | 0.05% | -25.0% |
IWN | Buy | ISHARES TRrus 2000 val etf | $94,000 | +44.6% | 711 | +9.0% | 0.05% | +20.5% |
AMGN | Buy | AMGEN INC | $93,000 | -9.7% | 407 | +0.5% | 0.05% | -23.0% |
XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $89,000 | -3.3% | 1,236 | -14.3% | 0.04% | -18.2% |
ITOT | Buy | ISHARES TRcore s&p ttl stk | $89,000 | +14.1% | 1,037 | +0.4% | 0.04% | -4.3% |
TXN | Buy | TEXAS INSTRS INC | $89,000 | +15.6% | 545 | +0.7% | 0.04% | -2.2% |
GPC | Sell | GENUINE PARTS CO | $87,000 | -13.0% | 870 | -17.1% | 0.04% | -26.7% |
ANTM | ANTHEM INC | $85,000 | +19.7% | 265 | 0.0% | 0.04% | +2.4% | |
JWN | New | NORDSTROM INC | $86,000 | – | 2,753 | +100.0% | 0.04% | – |
GIS | Buy | GENERAL MLS INC | $83,000 | -4.6% | 1,412 | +0.6% | 0.04% | -19.2% |
QDF | New | FLEXSHARES TRqualt divd idx | $83,000 | – | 1,675 | +100.0% | 0.04% | – |
MO | ALTRIA GROUP INC | $83,000 | +5.1% | 2,032 | 0.0% | 0.04% | -10.6% | |
IXP | ISHARES TR | $84,000 | +12.0% | 1,130 | 0.0% | 0.04% | -6.7% | |
TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $81,000 | +39.7% | 390 | +11.4% | 0.04% | +17.1% |
DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $79,000 | +777.8% | 258 | +681.8% | 0.04% | +700.0% |
DAR | DARLING INGREDIENTS INC | $78,000 | +59.2% | 1,350 | 0.0% | 0.04% | +34.5% | |
PH | PARKER-HANNIFIN CORP | $75,000 | +33.9% | 275 | 0.0% | 0.04% | +15.2% | |
TPIC | TPI COMPOSITES INC | $75,000 | +82.9% | 1,430 | 0.0% | 0.04% | +58.3% | |
DLR | Buy | DIGITAL RLTY TR INC | $76,000 | +7.0% | 547 | +12.6% | 0.04% | -9.5% |
XOM | Sell | EXXON MOBIL CORP | $73,000 | -37.1% | 1,768 | -47.5% | 0.04% | -46.4% |
IAU | GOLD TRUSTishares | $73,000 | +1.4% | 4,000 | 0.0% | 0.04% | -14.0% | |
ENPH | ENPHASE ENERGY INC | $72,000 | +111.8% | 410 | 0.0% | 0.04% | +80.0% | |
SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $71,000 | – | 1,186 | +100.0% | 0.04% | – |
ZTS | ZOETIS INCcl a | $71,000 | 0.0% | 430 | 0.0% | 0.04% | -14.3% | |
IGR | Sell | CBRE CLARION GLOBAL REAL EST | $69,000 | -24.2% | 10,050 | -33.6% | 0.04% | -35.2% |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $68,000 | -68.7% | 201 | -56.4% | 0.03% | -73.6% |
EW | New | EDWARDS LIFESCIENCES CORP | $68,000 | – | 750 | +100.0% | 0.03% | – |
BX | BLACKSTONE GROUP INC | $65,000 | +25.0% | 1,000 | 0.0% | 0.03% | +6.5% | |
BLK | BLACKROCK INC | $65,000 | +27.5% | 90 | 0.0% | 0.03% | +10.0% | |
OGE | OGE ENERGY CORP | $64,000 | +6.7% | 1,998 | 0.0% | 0.03% | -11.1% | |
WFC | Sell | WELLS FARGO CO NEW | $63,000 | -20.3% | 2,100 | -37.2% | 0.03% | -31.9% |
EBAY | Buy | EBAY INC. | $63,000 | -1.6% | 1,246 | +1.6% | 0.03% | -15.8% |
REGI | Buy | RENEWABLE ENERGY GROUP INC | $64,000 | +48.8% | 900 | +12.5% | 0.03% | +23.1% |
REGN | REGENERON PHARMACEUTICALS | $61,000 | -14.1% | 126 | 0.0% | 0.03% | -26.2% | |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $61,000 | -30.7% | 262 | -12.7% | 0.03% | -40.4% |
PGR | PROGRESSIVE CORP | $60,000 | +3.4% | 611 | 0.0% | 0.03% | -14.3% | |
JXI | ISHARES TRglob utilits etf | $60,000 | +7.1% | 1,000 | 0.0% | 0.03% | -9.1% | |
FSKR | FS KKR CAP CORP II | $60,000 | +11.1% | 3,653 | 0.0% | 0.03% | -6.2% | |
GSK | GLAXOSMITHKLINE PLCsponsored adr | $58,000 | -1.7% | 1,574 | 0.0% | 0.03% | -17.1% | |
DAL | Buy | DELTA AIR LINES INC DEL | $58,000 | +41.5% | 1,444 | +7.4% | 0.03% | +20.8% |
EL | Buy | LAUDER ESTEE COS INCcl a | $58,000 | +1350.0% | 218 | +1111.1% | 0.03% | +1350.0% |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $55,000 | +19.6% | 987 | +20.1% | 0.03% | +3.7% |
IWF | ISHARES TRrus 1000 grw etf | $56,000 | +12.0% | 230 | 0.0% | 0.03% | -6.7% | |
JNK | SPDR SER TRbloomberg brclys | $56,000 | +3.7% | 516 | 0.0% | 0.03% | -12.5% | |
LRCX | LAM RESEARCH CORP | $55,000 | +41.0% | 117 | 0.0% | 0.03% | +21.7% | |
QTEC | FIRST TR NASDAQ 100 TECH IND | $53,000 | +17.8% | 384 | 0.0% | 0.03% | 0.0% | |
ROKU | ROKU INC | $53,000 | +76.7% | 160 | 0.0% | 0.03% | +50.0% | |
DGX | QUEST DIAGNOSTICS INC | $54,000 | +3.8% | 450 | 0.0% | 0.03% | -12.9% | |
SBUX | Sell | STARBUCKS CORP | $53,000 | +23.3% | 493 | -0.4% | 0.03% | +3.8% |
WORK | SLACK TECHNOLOGIES INC | $51,000 | +59.4% | 1,200 | 0.0% | 0.03% | +36.8% | |
EFAV | New | ISHARES TRmsci eafe min vl | $52,000 | – | 707 | +100.0% | 0.03% | – |
FUN | CEDAR FAIR L Pdepositry unit | $51,000 | +41.7% | 1,300 | 0.0% | 0.03% | +23.8% | |
GH | GUARDANT HEALTH INC | $52,000 | +15.6% | 400 | 0.0% | 0.03% | -3.7% | |
CLX | Buy | CLOROX CO DEL | $52,000 | +57.6% | 258 | +63.3% | 0.03% | +30.0% |
BIV | New | VANGUARD BD INDEX FDSintermed term | $50,000 | – | 535 | +100.0% | 0.02% | – |
HTGC | Buy | HERCULES CAPITAL INC | $49,000 | +25.6% | 3,384 | +0.8% | 0.02% | +8.7% |
AOD | ABERDEEN TOTAL DYNAMIC DIVD | $48,000 | +11.6% | 5,390 | 0.0% | 0.02% | -7.7% | |
BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $46,000 | +24.3% | 1,057 | +49.9% | 0.02% | +4.5% |
ORCL | ORACLE CORP | $45,000 | +7.1% | 698 | 0.0% | 0.02% | -8.0% | |
APH | Buy | AMPHENOL CORP NEWcl a | $46,000 | +820.0% | 350 | +600.0% | 0.02% | +666.7% |
LQDH | Buy | ISHARES U S ETF TRint rt hdg c b | $45,000 | +4.7% | 470 | +0.6% | 0.02% | -11.5% |
RH | New | RH | $45,000 | – | 100 | +100.0% | 0.02% | – |
WST | Buy | WEST PHARMACEUTICAL SVSC INC | $43,000 | +760.0% | 153 | +665.0% | 0.02% | +633.3% |
EIX | EDISON INTL | $44,000 | +22.2% | 700 | 0.0% | 0.02% | +4.8% | |
ABNB | New | AIRBNB INC | $43,000 | – | 296 | +100.0% | 0.02% | – |
GMAB | GENMAB A/Ssponsored ads | $44,000 | +10.0% | 1,094 | 0.0% | 0.02% | -8.3% | |
IDU | Buy | ISHARES TRu.s. utilits etf | $44,000 | +4.8% | 573 | +101.1% | 0.02% | -12.0% |
IJR | Buy | ISHARES TRcore s&p scp etf | $44,000 | +193.3% | 473 | +119.0% | 0.02% | +144.4% |
IGIB | ISHARES TR | $40,000 | +2.6% | 646 | 0.0% | 0.02% | -13.0% | |
IWD | Buy | ISHARES TRrus 1000 val etf | $40,000 | +700.0% | 295 | +555.6% | 0.02% | +566.7% |
VMW | Buy | VMWARE INC | $40,000 | 0.0% | 285 | +2.2% | 0.02% | -16.7% |
IVE | Buy | ISHARES TRs&p 500 val etf | $37,000 | +184.6% | 285 | +150.0% | 0.02% | +137.5% |
DKNG | Buy | DRAFTKINGS INC | $37,000 | +2.8% | 790 | +28.5% | 0.02% | -9.5% |
PLUG | New | PLUG POWER INC | $38,000 | – | 1,110 | +100.0% | 0.02% | – |
FSLR | Buy | FIRST SOLAR INC | $35,000 | +169.2% | 350 | +75.0% | 0.02% | +125.0% |
VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $35,000 | – | 318 | +100.0% | 0.02% | – |
SPGI | S&P GLOBAL INC | $35,000 | -7.9% | 106 | 0.0% | 0.02% | -21.7% | |
FDX | New | FEDEX CORP | $34,000 | – | 130 | +100.0% | 0.02% | – |
OHI | OMEGA HEALTHCARE INVS INC | $33,000 | +22.2% | 900 | 0.0% | 0.02% | +6.2% | |
NVTA | INVITAE CORP | $33,000 | -5.7% | 800 | 0.0% | 0.02% | -19.0% | |
SLV | ISHARES SILVER TRishares | $34,000 | +13.3% | 1,385 | 0.0% | 0.02% | -5.6% | |
BKNG | New | BOOKING HOLDINGS INC | $33,000 | – | 15 | +100.0% | 0.02% | – |
AMRC | AMERESCO INCcl a | $31,000 | +55.0% | 600 | 0.0% | 0.02% | +33.3% | |
IYJ | Buy | ISHARES TRus industrials | $29,000 | +16.0% | 303 | +99.3% | 0.02% | 0.0% |
EFT | EATON VANCE FLTING RATE INC | $29,000 | +11.5% | 2,185 | 0.0% | 0.02% | -6.2% | |
LUV | Sell | SOUTHWEST AIRLS CO | $29,000 | -14.7% | 617 | -32.7% | 0.02% | -25.0% |
LVS | LAS VEGAS SANDS CORP | $30,000 | +30.4% | 500 | 0.0% | 0.02% | +7.1% | |
VUG | New | VANGUARD INDEX FDSgrowth etf | $27,000 | – | 107 | +100.0% | 0.01% | – |
ICLN | ISHARES TRgl clean ene etf | $28,000 | +55.6% | 1,000 | 0.0% | 0.01% | +27.3% | |
UL | New | UNILEVER PLCspon adr new | $28,000 | – | 465 | +100.0% | 0.01% | – |
IJS | Buy | ISHARES TRsp smcp600vl etf | $27,000 | +35.0% | 333 | +99.4% | 0.01% | +16.7% |
IGM | ISHARES TRexpnd tec sc etf | $26,000 | +13.0% | 74 | 0.0% | 0.01% | -7.1% | |
MCK | Buy | MCKESSON CORP | $25,000 | +25.0% | 143 | +8.3% | 0.01% | +8.3% |
IYR | ISHARES TRu.s. real es etf | $26,000 | +8.3% | 300 | 0.0% | 0.01% | -7.1% | |
BIO | Buy | BIO RAD LABS INCcl a | $23,000 | +2200.0% | 39 | +1850.0% | 0.01% | +1100.0% |
XYL | XYLEM INC | $23,000 | +21.1% | 225 | 0.0% | 0.01% | +9.1% | |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $22,000 | +22.2% | 246 | +12.8% | 0.01% | 0.0% |
CHCO | Sell | CITY HLDG CO | $21,000 | +10.5% | 297 | -8.6% | 0.01% | 0.0% |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $21,000 | +23.5% | 553 | +14.3% | 0.01% | +10.0% |
CORP | PIMCO ETF TRinv grd crp bd | $21,000 | +5.0% | 176 | 0.0% | 0.01% | -8.3% | |
HAS | Buy | HASBRO INC | $22,000 | +15.8% | 233 | +0.9% | 0.01% | 0.0% |
SLF | SUN LIFE FINANCIAL INC. | $22,000 | +10.0% | 491 | 0.0% | 0.01% | -8.3% | |
GDO | WESTERN ASSET GLOBAL CP DEFI | $21,000 | +5.0% | 1,185 | 0.0% | 0.01% | -8.3% | |
PINS | Buy | PINTEREST INCcl a | $20,000 | +150.0% | 300 | +50.0% | 0.01% | +100.0% |
HON | HONEYWELL INTL INC | $20,000 | +33.3% | 92 | 0.0% | 0.01% | +11.1% | |
CBRL | CRACKER BARREL OLD CTRY STOR | $20,000 | +17.6% | 150 | 0.0% | 0.01% | 0.0% | |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $20,000 | +25.0% | 400 | +33.3% | 0.01% | 0.0% |
VCR | VANGUARD WORLD FDSconsum dis etf | $17,000 | +21.4% | 62 | 0.0% | 0.01% | +12.5% | |
MTSI | MACOM TECH SOLUTIONS HLDGS I | $17,000 | +70.0% | 300 | 0.0% | 0.01% | +50.0% | |
NLY | Sell | ANNALY CAPITAL MANAGEMENT IN | $17,000 | -63.8% | 2,000 | -69.4% | 0.01% | -67.9% |
GE | Sell | GENERAL ELECTRIC CO | $18,000 | +80.0% | 1,623 | -0.6% | 0.01% | +50.0% |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $17,000 | +21.4% | 209 | +0.5% | 0.01% | +12.5% |
IYF | Buy | ISHARES TRu.s. finls etf | $17,000 | +21.4% | 255 | +100.8% | 0.01% | +12.5% |
BTZ | BLACKROCK CR ALLOCATION INCO | $15,000 | +7.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
ORA | Buy | ORMAT TECHNOLOGIES INC | $15,000 | +50.0% | 171 | +0.6% | 0.01% | +33.3% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $16,000 | +33.3% | 218 | +0.5% | 0.01% | +14.3% |
LEN | Buy | LENNAR CORPcl a | $16,000 | -5.9% | 207 | +0.5% | 0.01% | -20.0% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $15,000 | -61.5% | 407 | -68.4% | 0.01% | -65.2% |
EMKR | New | EMCORE CORP | $16,000 | – | 3,000 | +100.0% | 0.01% | – |
SIRI | Buy | SIRIUS XM HOLDINGS INC | $13,000 | +18.2% | 2,034 | +0.1% | 0.01% | 0.0% |
SYNA | SYNAPTICS INC | $14,000 | +16.7% | 150 | 0.0% | 0.01% | 0.0% | |
AMLP | Sell | ALPS ETF TRalerian mlp | $13,000 | -50.0% | 500 | -61.5% | 0.01% | -56.2% |
GL | GLOBE LIFE INC | $14,000 | +16.7% | 150 | 0.0% | 0.01% | 0.0% | |
SPYV | SPDR SER TRprtflo s&p500 vl | $14,000 | +16.7% | 408 | 0.0% | 0.01% | 0.0% | |
INFY | INFOSYS LTDsponsored adr | $14,000 | +27.3% | 800 | 0.0% | 0.01% | 0.0% | |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $14,000 | +27.3% | 188 | +300.0% | 0.01% | 0.0% |
LULU | Buy | LULULEMON ATHLETICA INC | $13,000 | +160.0% | 37 | +164.3% | 0.01% | +133.3% |
VNQ | VANGUARD INDEX FDSreal estate etf | $13,000 | +8.3% | 150 | 0.0% | 0.01% | 0.0% | |
CIEN | CIENA CORP | $11,000 | +37.5% | 200 | 0.0% | 0.01% | +20.0% | |
F | FORD MTR CO DEL | $11,000 | +37.5% | 1,256 | 0.0% | 0.01% | +20.0% | |
C | Buy | CITIGROUP INC | $12,000 | +50.0% | 191 | +1.1% | 0.01% | +20.0% |
BAND | BANDWIDTH INC | $12,000 | -14.3% | 80 | 0.0% | 0.01% | -25.0% | |
ET | ENERGY TRANSFER LP | $12,000 | +9.1% | 2,000 | 0.0% | 0.01% | -14.3% | |
IVZ | Buy | INVESCO LTD | $9,000 | +50.0% | 543 | +0.9% | 0.01% | +25.0% |
UNH | New | UNITEDHEALTH GROUP INC | $9,000 | – | 25 | +100.0% | 0.01% | – |
VTRS | New | VIATRIS INC | $10,000 | – | 534 | +100.0% | 0.01% | – |
PMT | PENNYMAC MTG INVT TR | $9,000 | +12.5% | 500 | 0.0% | 0.01% | 0.0% | |
SYY | Buy | SYSCO CORP | $10,000 | +11.1% | 138 | +0.7% | 0.01% | 0.0% |
ISRG | INTUITIVE SURGICAL INC | $8,000 | +14.3% | 10 | 0.0% | 0.00% | 0.0% | |
AXP | Buy | AMERICAN EXPRESS CO | $8,000 | +14.3% | 69 | +1.5% | 0.00% | 0.0% |
ZTO | ZTO EXPRESS CAYMAN INCsponsored ads a | $7,000 | 0.0% | 247 | 0.0% | 0.00% | 0.0% | |
OTEX | OPEN TEXT CORP | $7,000 | +16.7% | 150 | 0.0% | 0.00% | 0.0% | |
EEM | ISHARES TRmsci emg mkt etf | $7,000 | +16.7% | 137 | 0.0% | 0.00% | 0.0% | |
VTV | New | VANGUARD INDEX FDSvalue etf | $6,000 | – | 52 | +100.0% | 0.00% | – |
GWPH | GW PHARMACEUTICALS PLCads | $6,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% | |
ICE | INTERCONTINENTAL EXCHANGE IN | $5,000 | +25.0% | 43 | 0.0% | 0.00% | +50.0% | |
GNOG | New | GOLDEN NUGGET ONLINE GAMIN | $6,000 | – | 300 | +100.0% | 0.00% | – |
ATVI | ACTIVISION BLIZZARD INC | $5,000 | +25.0% | 50 | 0.0% | 0.00% | +50.0% | |
VNM | VANECK VECTORS ETF TRvietnam etf | $5,000 | +25.0% | 300 | 0.0% | 0.00% | +50.0% | |
JD | JD.COM INCspon adr cl a | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
MAR | MARRIOTT INTL INC NEWcl a | $3,000 | +50.0% | 24 | 0.0% | 0.00% | +100.0% | |
NOK | NOKIA CORPsponsored adr | $4,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $4,000 | +33.3% | 71 | +2.9% | 0.00% | 0.0% |
SPYD | New | SPDR SER TRprtflo s&p500 hi | $3,000 | – | 102 | +100.0% | 0.00% | – |
DRI | DARDEN RESTAURANTS INC | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
KHC | Buy | KRAFT HEINZ CO | $1,000 | 0.0% | 21 | +5.0% | 0.00% | 0.0% |
XITK | SPDR SER TRfactst inv etf | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
KDP | Buy | KEURIG DR PEPPER INC | $1,000 | 0.0% | 39 | +2.6% | 0.00% | 0.0% |
CME | CME GROUP INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
NPA | New | NEW PROVIDENCE ACQUISITION | $1,000 | – | 60 | +100.0% | 0.00% | – |
EDU | NEW ORIENTAL ED & TECHNOLOGYspon adr | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
BAC | BK OF AMERICA CORP | $1,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
NNN | Sell | NATIONAL RETAIL PROPERTIES I | $1,000 | 0.0% | 15 | -16.7% | 0.00% | 0.0% |
ACWI | New | ISHARES TRmsci acwi etf | $1,000 | – | 6 | +100.0% | 0.00% | – |
CCL | CARNIVAL CORPunit 99/99/9999 | $2,000 | +100.0% | 83 | 0.0% | 0.00% | 0.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
CSCO | CISCO SYS INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
BBBY | BED BATH & BEYOND INC | $1,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
APXT | New | APEX TECHNOLOGY ACQUISITION | $2,000 | – | 107 | +100.0% | 0.00% | – |
BRO | BROWN & BROWN INC | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
CAG | Buy | CONAGRA BRANDS INC | $1,000 | 0.0% | 34 | +3.0% | 0.00% | 0.0% |
WSO | WATSCO INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
WATT | ENERGOUS CORP | $1,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,000 | 0.0% | 36 | +2.9% | 0.00% | 0.0% |
INFO | IHS MARKIT LTD | $0 | – | 1 | 0.0% | 0.00% | – | |
VTR | VENTAS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
BCE | New | BCE INC | $0 | – | 1 | +100.0% | 0.00% | – |
ACB | AURORA CANNABIS INC | $0 | – | 16 | 0.0% | 0.00% | – | |
BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | -100.0% | 660 | 0.0% | 0.00% | -100.0% | |
USB | New | US BANCORP DEL | $0 | – | 1 | +100.0% | 0.00% | – |
WAB | WABTEC | $0 | – | 3 | 0.0% | 0.00% | – | |
CMCSA | New | COMCAST CORP NEWcl a | $0 | – | 2 | +100.0% | 0.00% | – |
SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | 2 | 0.0% | 0.00% | – | |
ICFI | ICF INTL INC | $0 | – | 3 | 0.0% | 0.00% | – | |
LENB | LENNAR CORPcl b | $0 | – | 4 | 0.0% | 0.00% | – | |
RIG | New | TRANSOCEAN LTD | $0 | – | 100 | +100.0% | 0.00% | – |
FVRR | New | FIVERR INTL LTD | $0 | – | 1 | +100.0% | 0.00% | – |
SSSS | Exit | SURO CAPITAL CORP | $0 | – | -152 | -100.0% | -0.00% | – |
CGC | Exit | CANOPY GROWTH CORP | $0 | – | -100 | -100.0% | -0.00% | – |
MRO | Exit | MARATHON OIL CORP | $0 | – | -500 | -100.0% | -0.00% | – |
GENN | Exit | GENESIS HEALTHCARE INC | $0 | – | -1,000 | -100.0% | -0.00% | – |
LCA | Exit | LANDCADIA HLDGS II INCcl a | $0 | – | -300 | -100.0% | -0.00% | – |
ARCC | Exit | ARES CAPITAL CORP | $0 | – | -385 | -100.0% | -0.00% | – |
AMJ | Exit | JPMORGAN CHASE & COalerian ml etn | $0 | – | -1,000 | -100.0% | -0.01% | – |
Z | Exit | ZILLOW GROUP INCcl c cap stk | $0 | – | -107 | -100.0% | -0.01% | – |
PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -250 | -100.0% | -0.01% | – |
UN | Exit | UNILEVER N V | $0 | – | -465 | -100.0% | -0.02% | – |
USO | Exit | UNITED STS OIL FD LPunits | $0 | – | -1,154 | -100.0% | -0.02% | – |
TAIL | Exit | CAMBRIA ETF TRtail risk | $0 | – | -3,500 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-20
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 16 | Q3 2023 | 20.4% |
ISHARES TR | 16 | Q3 2023 | 10.1% |
APPLE INC | 16 | Q3 2023 | 4.3% |
COCA COLA CO | 16 | Q3 2023 | 4.6% |
SELECT SECTOR SPDR TR | 16 | Q3 2023 | 4.4% |
ISHARES TR | 16 | Q3 2023 | 3.5% |
SELECT SECTOR SPDR TR | 16 | Q3 2023 | 3.5% |
MICROSOFT CORP | 16 | Q3 2023 | 2.8% |
ISHARES TR | 16 | Q3 2023 | 2.9% |
INVESCO QQQ TR | 16 | Q3 2023 | 2.4% |
View ATTICUS WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-17 |
SC 13G | 2024-01-17 |
13F-HR/A | 2023-11-16 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-21 |
13F-HR | 2023-04-17 |
13F-HR | 2023-01-31 |
13F-HR | 2022-10-18 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-15 |
View ATTICUS WEALTH MANAGEMENT, 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.