$210 Million is the total value of ATTICUS WEALTH MANAGEMENT, LLC's 375 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 17.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $33,059,000 | +1.2% | 83,413 | -4.5% | 15.75% | -4.3% |
| IGSB | Buy | ISHARES TR | $7,364,000 | +631.3% | 134,684 | +637.9% | 3.51% | +591.9% |
| OEF | Sell | ISHARES TRs&p 100 etf | $7,237,000 | -0.9% | 40,246 | -5.4% | 3.45% | -6.3% |
| MBB | Buy | ISHARES TRmbs etf | $7,058,000 | +342.8% | 65,098 | +349.8% | 3.36% | +319.2% |
| AAPL | Sell | APPLE INC | $6,907,000 | -10.1% | 56,548 | -2.4% | 3.29% | -15.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $6,800,000 | +1526.8% | 52,292 | +1626.9% | 3.24% | +1442.4% |
| KO | Sell | COCA COLA CO | $6,390,000 | -5.9% | 121,234 | -2.1% | 3.04% | -11.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $5,907,000 | +171.8% | 26,736 | +141.3% | 2.81% | +157.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $5,817,000 | +69.6% | 22,348 | +49.8% | 2.77% | +60.5% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $5,664,000 | -32.9% | 42,647 | -34.3% | 2.70% | -36.5% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $4,847,000 | -28.5% | 28,836 | -31.6% | 2.31% | -32.3% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $4,503,000 | -31.5% | 38,571 | -33.4% | 2.14% | -35.2% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $4,479,000 | +7.1% | 298,601 | +8.9% | 2.13% | +1.3% |
| MSFT | Sell | MICROSOFT CORP | $4,367,000 | +2.1% | 18,521 | -3.7% | 2.08% | -3.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,797,000 | -7.8% | 11,899 | -9.3% | 1.81% | -12.7% |
| EFA | Buy | ISHARES TRmsci eafe etf | $3,295,000 | +1730.6% | 43,427 | +1658.9% | 1.57% | +1624.2% |
| PFF | Buy | ISHARES TRpfd and incm sec | $3,247,000 | +5.7% | 84,555 | +5.9% | 1.55% | 0.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $3,063,000 | +7.3% | 30,299 | -2.9% | 1.46% | +1.5% |
| AMZN | Sell | AMAZON COM INC | $2,902,000 | -9.8% | 938 | -5.1% | 1.38% | -14.7% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $2,896,000 | -5.7% | 85,066 | -18.3% | 1.38% | -10.8% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $2,889,000 | +0.9% | 15,590 | -4.3% | 1.38% | -4.5% |
| HD | Sell | HOME DEPOT INC | $2,699,000 | +5.6% | 8,841 | -8.1% | 1.29% | 0.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $2,640,000 | +37614.3% | 49,495 | +36027.7% | 1.26% | +31325.0% |
| XLC | Sell | SELECT SECTOR SPDR TR | $2,379,000 | -21.2% | 32,451 | -27.4% | 1.13% | -25.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,326,000 | +23.8% | 15,813 | +18.8% | 1.11% | +17.1% |
| O | Sell | REALTY INCOME CORP | $2,027,000 | -26.2% | 31,929 | -27.7% | 0.96% | -30.2% |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $1,989,000 | -28.6% | 93,436 | -26.9% | 0.95% | -32.4% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $1,984,000 | +437.7% | 22,757 | +438.4% | 0.94% | +408.1% |
| QLTA | Sell | ISHARES TRa rate cp bd etf | $1,860,000 | -74.7% | 33,547 | -73.3% | 0.89% | -76.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,838,000 | +9.2% | 891 | -7.2% | 0.88% | +3.3% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,705,000 | -0.4% | 4,755 | -1.8% | 0.81% | -5.8% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $1,692,000 | -14.5% | 17,186 | -23.1% | 0.81% | -19.1% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $1,670,000 | -1.7% | 16,359 | -1.2% | 0.80% | -7.0% |
| DIS | Sell | DISNEY WALT CO | $1,583,000 | -9.5% | 8,580 | -11.1% | 0.75% | -14.3% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,511,000 | -7.7% | 23,211 | -9.5% | 0.72% | -12.6% |
| NEE | Buy | NEXTERA ENERGY INC | $1,512,000 | -1.6% | 20,001 | +0.4% | 0.72% | -7.0% |
| TTD | Sell | THE TRADE DESK INC | $1,336,000 | -34.8% | 2,050 | -19.8% | 0.64% | -38.3% |
| TFC | TRUIST FINL CORP | $1,310,000 | +21.6% | 22,470 | 0.0% | 0.62% | +15.1% | |
| JNJ | Buy | JOHNSON & JOHNSON | $1,159,000 | +7.4% | 7,051 | +2.8% | 0.55% | +1.7% |
| SDY | Sell | SPDR SER TRs&p divid etf | $1,109,000 | +7.0% | 9,400 | -3.9% | 0.53% | +1.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,031,000 | +120.8% | 4,244 | +112.7% | 0.49% | +108.9% |
| V | Sell | VISA INC | $962,000 | -13.3% | 4,541 | -10.4% | 0.46% | -17.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $937,000 | -4.3% | 6,917 | -1.7% | 0.45% | -9.5% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $931,000 | +12.3% | 4,340 | +11.0% | 0.44% | +6.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $910,000 | -11.1% | 2,557 | -10.8% | 0.43% | -15.9% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $790,000 | -10.4% | 1,662 | -5.8% | 0.38% | -15.3% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $767,000 | -9.8% | 11,235 | -10.9% | 0.36% | -14.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $728,000 | -5.5% | 2,067 | +1.1% | 0.35% | -10.6% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $721,000 | +102.0% | 8,737 | +103.9% | 0.34% | +90.6% |
| MRK | Sell | MERCK & CO. INC | $701,000 | -42.4% | 9,099 | -38.8% | 0.33% | -45.5% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $676,000 | -16.6% | 2,647 | -24.3% | 0.32% | -21.1% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $657,000 | +7.5% | 3,716 | +0.2% | 0.31% | +1.6% |
| NEM | Buy | NEWMONT CORP | $651,000 | +21.2% | 10,807 | +20.5% | 0.31% | +14.8% |
| DE | New | DEERE & CO | $614,000 | – | 1,640 | +100.0% | 0.29% | – |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $590,000 | +496.0% | 10,800 | +500.0% | 0.28% | +462.0% |
| NFLX | Buy | NETFLIX INC | $584,000 | +12.1% | 1,120 | +16.2% | 0.28% | +6.1% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $577,000 | -8.6% | 5,277 | -18.9% | 0.28% | -13.5% |
| VEEV | Buy | VEEVA SYS INC | $517,000 | +15.1% | 1,980 | +20.1% | 0.25% | +8.8% |
| ALL | Buy | ALLSTATE CORP | $511,000 | +4.9% | 4,450 | +0.4% | 0.24% | -0.8% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $496,000 | +457.3% | 6,295 | +409.3% | 0.24% | +424.4% |
| FB | Sell | FACEBOOK INCcl a | $490,000 | -10.7% | 1,665 | -17.1% | 0.23% | -15.6% |
| CRM | Sell | SALESFORCE COM INC | $489,000 | -41.3% | 2,306 | -38.4% | 0.23% | -44.4% |
| ABT | Buy | ABBOTT LABS | $477,000 | +9.7% | 3,978 | +0.1% | 0.23% | +3.7% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $467,000 | +256.5% | 1,443 | +234.8% | 0.22% | +236.4% |
| TSLA | Sell | TESLA INC | $455,000 | -22.0% | 681 | -17.6% | 0.22% | -25.9% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $453,000 | +14.1% | 2,738 | -2.0% | 0.22% | +8.0% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $442,000 | -90.7% | 5,121 | -90.7% | 0.21% | -91.2% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $435,000 | +77.6% | 5,246 | +74.1% | 0.21% | +68.3% |
| AMAT | Buy | APPLIED MATLS INC | $418,000 | +77.1% | 3,132 | +14.7% | 0.20% | +67.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $414,000 | +6.4% | 200 | -9.9% | 0.20% | +0.5% |
| DDOG | DATADOG INC | $413,000 | -15.2% | 4,950 | 0.0% | 0.20% | -19.6% | |
| LLY | Sell | LILLY ELI & CO | $400,000 | +3.4% | 2,143 | -6.4% | 0.19% | -2.1% |
| T | Buy | AT&T INC | $395,000 | +33.0% | 13,035 | +26.2% | 0.19% | +25.3% |
| CVX | CHEVRON CORP NEW | $393,000 | +24.0% | 3,755 | 0.0% | 0.19% | +16.9% | |
| SCHW | SCHWAB CHARLES CORP | $387,000 | +22.9% | 5,933 | 0.0% | 0.18% | +15.7% | |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $371,000 | +89.3% | 1,727 | +108.1% | 0.18% | +78.8% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $367,000 | +14.3% | 2,724 | +0.9% | 0.18% | +8.0% |
| MCD | Buy | MCDONALDS CORP | $365,000 | +4.9% | 1,630 | +0.4% | 0.17% | -0.6% |
| ABBV | Buy | ABBVIE INC | $365,000 | +0.8% | 3,376 | +0.1% | 0.17% | -4.4% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $343,000 | +0.6% | 752 | +2.6% | 0.16% | -5.2% |
| PEP | Sell | PEPSICO INC | $327,000 | -16.2% | 2,311 | -12.2% | 0.16% | -20.4% |
| CMI | CUMMINS INC | $327,000 | +13.9% | 1,263 | 0.0% | 0.16% | +8.3% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $323,000 | -7.2% | 4,119 | +8.5% | 0.15% | -12.0% |
| VOX | VANGUARD WORLD FDS | $315,000 | +8.2% | 2,420 | 0.0% | 0.15% | +2.7% | |
| JPM | Sell | JPMORGAN CHASE & CO | $300,000 | +14.9% | 1,971 | -4.2% | 0.14% | +9.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $299,000 | -37.4% | 5,138 | -36.8% | 0.14% | -41.1% |
| APD | Sell | AIR PRODS & CHEMS INC | $296,000 | -13.5% | 1,051 | -16.0% | 0.14% | -18.0% |
| FTNT | FORTINET INC | $286,000 | +24.3% | 1,551 | 0.0% | 0.14% | +17.2% | |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $283,000 | +48.9% | 4,410 | +45.4% | 0.14% | +40.6% |
| INTC | INTEL CORP | $283,000 | +28.6% | 4,425 | 0.0% | 0.14% | +21.6% | |
| ROK | Buy | ROCKWELL AUTOMATION INC | $261,000 | +57.2% | 985 | +49.2% | 0.12% | +47.6% |
| BDX | Buy | BECTON DICKINSON & CO | $251,000 | -2.3% | 1,032 | +0.3% | 0.12% | -7.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $247,000 | +42.8% | 2,657 | +49.1% | 0.12% | +35.6% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $246,000 | +10.3% | 3,329 | +4.9% | 0.12% | +4.5% |
| SQ | Sell | SQUARE INCcl a | $238,000 | 0.0% | 1,050 | -3.8% | 0.11% | -5.8% |
| LOW | Buy | LOWES COS INC | $230,000 | +37.7% | 1,210 | +16.1% | 0.11% | +31.0% |
| DHR | DANAHER CORPORATION | $217,000 | +1.4% | 965 | 0.0% | 0.10% | -4.6% | |
| BA | Buy | BOEING CO | $217,000 | +31.5% | 851 | +10.4% | 0.10% | +24.1% |
| KMB | KIMBERLY-CLARK CORP | $216,000 | +3.3% | 1,550 | 0.0% | 0.10% | -1.9% | |
| GLD | Sell | SPDR GOLD TR | $215,000 | -28.1% | 1,342 | -19.9% | 0.10% | -32.5% |
| NVDA | Sell | NVIDIA CORPORATION | $215,000 | -17.9% | 403 | -19.6% | 0.10% | -22.7% |
| NTES | Sell | NETEASE INCsponsored ads | $211,000 | -11.7% | 2,044 | -18.2% | 0.10% | -15.8% |
| LIN | Buy | LINDE PLC | $210,000 | +14.1% | 750 | +7.1% | 0.10% | +7.5% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $210,000 | +41.9% | 2,567 | +37.9% | 0.10% | +33.3% |
| DOCU | Sell | DOCUSIGN INC | $209,000 | -40.8% | 1,031 | -35.0% | 0.10% | -43.8% |
| AGG | Sell | ISHARES TRcore us aggbd et | $203,000 | -23.4% | 1,787 | -20.2% | 0.10% | -27.1% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $202,000 | +20.2% | 845 | +12.7% | 0.10% | +12.9% |
| GILD | Sell | GILEAD SCIENCES INC | $201,000 | +8.6% | 3,108 | -2.2% | 0.10% | +3.2% |
| CVS | Buy | CVS HEALTH CORP | $200,000 | +14.9% | 2,659 | +4.2% | 0.10% | +8.0% |
| TGT | Buy | TARGET CORP | $197,000 | +21.6% | 995 | +8.7% | 0.09% | +14.6% |
| D | Buy | DOMINION ENERGY INC | $192,000 | +2.7% | 2,523 | +1.4% | 0.09% | -3.2% |
| IBB | Buy | ISHARES TRnasdaq biotech | $188,000 | +19.0% | 1,252 | +19.8% | 0.09% | +12.5% |
| AVGO | Sell | BROADCOM INC | $186,000 | +4.5% | 402 | -1.2% | 0.09% | -1.1% |
| IBDR | ISHARES TRibonds dec2026 | $185,000 | -2.6% | 7,000 | 0.0% | 0.09% | -8.3% | |
| PTON | Sell | PELOTON INTERACTIVE INC | $179,000 | -33.2% | 1,589 | -9.9% | 0.08% | -37.0% |
| ECL | ECOLAB INC | $175,000 | -1.1% | 816 | 0.0% | 0.08% | -6.7% | |
| DVY | Sell | ISHARES TRselect divid etf | $167,000 | -12.1% | 1,462 | -26.0% | 0.08% | -16.7% |
| HUM | HUMANA INC | $165,000 | +2.5% | 393 | 0.0% | 0.08% | -2.5% | |
| VHT | VANGUARD WORLD FDShealth car etf | $163,000 | +2.5% | 711 | 0.0% | 0.08% | -2.5% | |
| PFE | Buy | PFIZER INC | $162,000 | -0.6% | 4,465 | +1.0% | 0.08% | -6.1% |
| CAT | Buy | CATERPILLAR INC | $158,000 | +33.9% | 684 | +5.2% | 0.08% | +27.1% |
| XOM | Buy | EXXON MOBIL CORP | $155,000 | +112.3% | 2,768 | +56.6% | 0.07% | +100.0% |
| ACN | ACCENTURE PLC IRELAND | $155,000 | +6.2% | 560 | 0.0% | 0.07% | +1.4% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $155,000 | +13.1% | 911 | +12.1% | 0.07% | +7.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $154,000 | +2.0% | 386 | -4.2% | 0.07% | -3.9% |
| SHW | Buy | SHERWIN WILLIAMS CO | $154,000 | +2.0% | 208 | +1.0% | 0.07% | -3.9% |
| QCOM | Buy | QUALCOMM INC | $154,000 | -11.0% | 1,159 | +2.3% | 0.07% | -16.1% |
| MGM | Sell | MGM RESORTS INTERNATIONAL | $152,000 | +19.7% | 4,005 | -0.5% | 0.07% | +12.5% |
| INTU | INTUIT | $152,000 | +0.7% | 398 | 0.0% | 0.07% | -5.3% | |
| DOW | New | DOW INC | $149,000 | – | 2,336 | +100.0% | 0.07% | – |
| AB | Sell | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $145,000 | +5.8% | 3,620 | -10.5% | 0.07% | 0.0% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $143,000 | +17.2% | 282 | +4.8% | 0.07% | +11.5% |
| UNP | Sell | UNION PAC CORP | $138,000 | -5.5% | 625 | -10.7% | 0.07% | -9.6% |
| WMT | Buy | WALMART INC | $138,000 | -5.5% | 1,016 | +0.6% | 0.07% | -9.6% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $137,000 | -76.7% | 2,701 | -76.7% | 0.06% | -78.0% |
| MRVL | Sell | MARVELL TECHNOLOGY GROUP LTDord | $137,000 | +3.0% | 2,806 | -0.0% | 0.06% | -3.0% |
| GNRC | New | GENERAC HLDGS INC | $136,000 | – | 414 | +100.0% | 0.06% | – |
| NKE | Sell | NIKE INCcl b | $134,000 | -6.3% | 1,009 | -0.3% | 0.06% | -11.1% |
| PM | PHILIP MORRIS INTL INC | $133,000 | +7.3% | 1,500 | 0.0% | 0.06% | +1.6% | |
| HASI | Buy | HANNON ARMSTRONG SUST INFR C | $126,000 | -11.3% | 2,253 | +0.5% | 0.06% | -15.5% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $125,000 | -9.4% | 1,988 | -10.4% | 0.06% | -13.0% |
| CPRT | Sell | COPART INC | $124,000 | -15.1% | 1,138 | -0.9% | 0.06% | -19.2% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $121,000 | +23.5% | 473 | -1.3% | 0.06% | +18.4% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $117,000 | -8.6% | 830 | -10.8% | 0.06% | -12.5% |
| IWN | ISHARES TRrus 2000 val etf | $113,000 | +20.2% | 711 | 0.0% | 0.05% | +14.9% | |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $111,000 | +3.7% | 1,834 | +0.3% | 0.05% | -1.9% |
| DUK | DUKE ENERGY CORP NEW | $112,000 | +5.7% | 1,163 | 0.0% | 0.05% | 0.0% | |
| IWR | ISHARES TRrus mid cap etf | $111,000 | +7.8% | 1,500 | 0.0% | 0.05% | +1.9% | |
| WM | Buy | WASTE MGMT INC DEL | $112,000 | +12.0% | 869 | +2.8% | 0.05% | +6.0% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $107,000 | -26.2% | 757 | -33.4% | 0.05% | -30.1% |
| CLX | Buy | CLOROX CO DEL | $108,000 | +107.7% | 558 | +116.3% | 0.05% | +96.2% |
| TXN | Buy | TEXAS INSTRS INC | $104,000 | +16.9% | 548 | +0.6% | 0.05% | +11.1% |
| MO | ALTRIA GROUP INC | $104,000 | +25.3% | 2,032 | 0.0% | 0.05% | +19.0% | |
| AMGN | Buy | AMGEN INC | $103,000 | +10.8% | 414 | +1.7% | 0.05% | +4.3% |
| ETSY | Sell | ETSY INC | $102,000 | +4.1% | 506 | -8.3% | 0.05% | 0.0% |
| AEP | AMERICAN ELEC PWR CO INC | $102,000 | +1.0% | 1,207 | 0.0% | 0.05% | -3.9% | |
| GPC | GENUINE PARTS CO | $101,000 | +16.1% | 870 | 0.0% | 0.05% | +9.1% | |
| IGR | Buy | CBRE CLARION GLOBAL REAL EST | $100,000 | +44.9% | 12,825 | +27.6% | 0.05% | +37.1% |
| DAR | DARLING INGREDIENTS INC | $99,000 | +26.9% | 1,350 | 0.0% | 0.05% | +20.5% | |
| EBAY | Buy | EBAY INC. | $98,000 | +55.6% | 1,599 | +28.3% | 0.05% | +46.9% |
| ANTM | ANTHEM INC | $95,000 | +11.8% | 265 | 0.0% | 0.04% | +4.7% | |
| ITOT | ISHARES TRcore s&p ttl stk | $95,000 | +6.7% | 1,037 | 0.0% | 0.04% | 0.0% | |
| IXP | ISHARES TR | $91,000 | +8.3% | 1,130 | 0.0% | 0.04% | +2.4% | |
| SHV | Sell | ISHARES TRshort treas bd | $91,000 | -91.9% | 825 | -91.9% | 0.04% | -92.4% |
| QDF | FLEXSHARES TRqualt divd idx | $89,000 | +7.2% | 1,675 | 0.0% | 0.04% | 0.0% | |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $88,000 | +11.4% | 267 | +3.5% | 0.04% | +5.0% |
| GIS | Buy | GENERAL MLS INC | $89,000 | +7.2% | 1,446 | +2.4% | 0.04% | 0.0% |
| TPIC | Buy | TPI COMPOSITES INC | $86,000 | +14.7% | 1,520 | +6.3% | 0.04% | +7.9% |
| USO | New | UNITED STS OIL FD LPunits | $87,000 | – | 2,154 | +100.0% | 0.04% | – |
| PH | PARKER-HANNIFIN CORP | $87,000 | +16.0% | 275 | 0.0% | 0.04% | +7.9% | |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $84,000 | -20.0% | 1,801 | 0.0% | 0.04% | -24.5% | |
| WFC | WELLS FARGO CO NEW | $82,000 | +30.2% | 2,100 | 0.0% | 0.04% | +21.9% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $77,000 | +8.5% | 1,186 | 0.0% | 0.04% | +2.8% | |
| BX | BLACKSTONE GROUP INC | $75,000 | +15.4% | 1,000 | 0.0% | 0.04% | +9.1% | |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $74,000 | +8.8% | 231 | +14.9% | 0.04% | +2.9% |
| DLR | Sell | DIGITAL RLTY TR INC | $74,000 | -2.6% | 526 | -3.8% | 0.04% | -7.9% |
| SMG | New | SCOTTS MIRACLE-GRO COcl a | $72,000 | – | 294 | +100.0% | 0.03% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $71,000 | – | 1,017 | +100.0% | 0.03% | – |
| BIO | Buy | BIO RAD LABS INCcl a | $71,000 | +208.7% | 125 | +220.5% | 0.03% | +183.3% |
| ENPH | Buy | ENPHASE ENERGY INC | $71,000 | -1.4% | 438 | +6.8% | 0.03% | -5.6% |
| FSKR | FS KKR CAP CORP II | $71,000 | +18.3% | 3,653 | 0.0% | 0.03% | +13.3% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $69,000 | -14.8% | 390 | 0.0% | 0.03% | -19.5% | |
| LRCX | LAM RESEARCH CORP | $70,000 | +27.3% | 117 | 0.0% | 0.03% | +17.9% | |
| GOVT | Sell | ISHARES TRus treas bd etf | $70,000 | -95.2% | 2,679 | -95.0% | 0.03% | -95.5% |
| DKNG | Buy | DRAFTKINGS INC | $69,000 | +86.5% | 1,127 | +42.7% | 0.03% | +73.7% |
| SAP | Sell | SAP SEspon adr | $69,000 | -35.5% | 562 | -31.6% | 0.03% | -38.9% |
| SNAP | Sell | SNAP INCcl a | $69,000 | -34.3% | 1,316 | -37.2% | 0.03% | -37.7% |
| ZTS | ZOETIS INCcl a | $68,000 | -4.2% | 430 | 0.0% | 0.03% | -11.1% | |
| BLK | BLACKROCK INC | $68,000 | +4.6% | 90 | 0.0% | 0.03% | -3.0% | |
| OGE | OGE ENERGY CORP | $65,000 | +1.6% | 1,998 | 0.0% | 0.03% | -3.1% | |
| FUN | CEDAR FAIR L Pdepositry unit | $65,000 | +27.5% | 1,300 | 0.0% | 0.03% | +19.2% | |
| IAU | ISHARES GOLD TRishares | $65,000 | -11.0% | 4,000 | 0.0% | 0.03% | -16.2% | |
| SLV | Buy | ISHARES SILVER TRishares | $62,000 | +82.4% | 2,718 | +96.2% | 0.03% | +76.5% |
| EW | EDWARDS LIFESCIENCES CORP | $63,000 | -7.4% | 750 | 0.0% | 0.03% | -11.8% | |
| EL | Sell | LAUDER ESTEE COS INCcl a | $61,000 | +5.2% | 210 | -3.7% | 0.03% | 0.0% |
| RH | RH | $60,000 | +33.3% | 100 | 0.0% | 0.03% | +26.1% | |
| GH | GUARDANT HEALTH INC | $61,000 | +17.3% | 400 | 0.0% | 0.03% | +11.5% | |
| JXI | ISHARES TRglob utilits etf | $61,000 | +1.7% | 1,000 | 0.0% | 0.03% | -3.3% | |
| PGR | Sell | PROGRESSIVE CORP | $58,000 | -3.3% | 609 | -0.3% | 0.03% | -6.7% |
| REGI | RENEWABLE ENERGY GROUP INC | $59,000 | -7.8% | 900 | 0.0% | 0.03% | -12.5% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $58,000 | -4.9% | 255 | -2.7% | 0.03% | -9.7% |
| IWF | ISHARES TRrus 1000 grw etf | $56,000 | 0.0% | 230 | 0.0% | 0.03% | -3.6% | |
| JNK | SPDR SER TRbloomberg brclys | $56,000 | 0.0% | 516 | 0.0% | 0.03% | -3.6% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $56,000 | -3.4% | 1,574 | 0.0% | 0.03% | -6.9% | |
| SBUX | Sell | STARBUCKS CORP | $53,000 | 0.0% | 487 | -1.2% | 0.02% | -7.4% |
| ROKU | ROKU INC | $52,000 | -1.9% | 160 | 0.0% | 0.02% | -7.4% | |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $52,000 | +205.9% | 6,000 | +200.0% | 0.02% | +177.8% |
| EFAV | ISHARES TRmsci eafe min vl | $52,000 | 0.0% | 707 | 0.0% | 0.02% | -3.8% | |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $53,000 | -44.8% | 1,347 | -48.7% | 0.02% | -47.9% |
| AOD | ABERDEEN TOTAL DYNAMIC DIVD | $51,000 | +6.2% | 5,390 | 0.0% | 0.02% | 0.0% | |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $50,000 | 0.0% | 563 | +5.2% | 0.02% | -4.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $51,000 | -57.1% | 871 | -57.2% | 0.02% | -60.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $49,000 | +11.4% | 450 | -4.9% | 0.02% | +4.5% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $48,000 | -9.4% | 334 | -13.0% | 0.02% | -14.8% |
| WORK | SLACK TECHNOLOGIES INC | $49,000 | -3.9% | 1,200 | 0.0% | 0.02% | -11.5% | |
| IYJ | Buy | ISHARES TRus industrials | $48,000 | +65.5% | 453 | +49.5% | 0.02% | +53.3% |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $47,000 | – | 97 | +100.0% | 0.02% | – |
| APH | Buy | AMPHENOL CORP NEWcl a | $46,000 | 0.0% | 700 | +100.0% | 0.02% | -4.3% |
| IWD | ISHARES TRrus 1000 val etf | $45,000 | +12.5% | 295 | 0.0% | 0.02% | +5.0% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $45,000 | -2.2% | 1,057 | 0.0% | 0.02% | -8.7% | |
| DGX | Sell | QUEST DIAGNOSTICS INC | $45,000 | -16.7% | 350 | -22.2% | 0.02% | -22.2% |
| FSLY | Sell | FASTLY INCcl a | $45,000 | -73.7% | 676 | -65.4% | 0.02% | -75.6% |
| PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $44,000 | -62.1% | 2,308 | -61.7% | 0.02% | -63.8% |
| EWZ | New | ISHARES INCmsci brazil etf | $43,000 | – | 1,300 | +100.0% | 0.02% | – |
| DAL | Sell | DELTA AIR LINES INC DEL | $43,000 | -25.9% | 894 | -38.1% | 0.02% | -31.0% |
| EIX | EDISON INTL | $41,000 | -6.8% | 700 | 0.0% | 0.02% | -9.1% | |
| IGIB | Buy | ISHARES TR | $41,000 | +2.5% | 687 | +6.3% | 0.02% | 0.0% |
| WST | WEST PHARMACEUTICAL SVSC INC | $43,000 | 0.0% | 153 | 0.0% | 0.02% | -9.1% | |
| VMW | VMWARE INC | $43,000 | +7.5% | 285 | 0.0% | 0.02% | 0.0% | |
| AMLP | Buy | ALPS ETF TRalerian mlp | $40,000 | +207.7% | 1,300 | +160.0% | 0.02% | +171.4% |
| EMKR | Buy | EMCORE CORP | $39,000 | +143.8% | 7,175 | +139.2% | 0.02% | +137.5% |
| HTGC | Sell | HERCULES CAPITAL INC | $39,000 | -20.4% | 2,405 | -28.9% | 0.02% | -24.0% |
| PLUG | PLUG POWER INC | $40,000 | +5.3% | 1,110 | 0.0% | 0.02% | 0.0% | |
| SPGI | Buy | S&P GLOBAL INC | $40,000 | +14.3% | 114 | +7.5% | 0.02% | +5.6% |
| FDX | FEDEX CORP | $37,000 | +8.8% | 130 | 0.0% | 0.02% | +5.9% | |
| IVE | Sell | ISHARES TRs&p 500 val etf | $37,000 | 0.0% | 263 | -7.7% | 0.02% | -5.3% |
| BKNG | BOOKING HOLDINGS INC | $35,000 | +6.1% | 15 | 0.0% | 0.02% | 0.0% | |
| SPLK | Sell | SPLUNK INC | $34,000 | -66.0% | 250 | -57.6% | 0.02% | -68.0% |
| TTEK | New | TETRA TECH INC NEW | $34,000 | – | 250 | +100.0% | 0.02% | – |
| IJS | ISHARES TRsp smcp600vl etf | $34,000 | +25.9% | 333 | 0.0% | 0.02% | +14.3% | |
| OHI | OMEGA HEALTHCARE INVS INC | $33,000 | 0.0% | 900 | 0.0% | 0.02% | -5.9% | |
| REGN | Sell | REGENERON PHARMACEUTICALS | $32,000 | -47.5% | 68 | -46.0% | 0.02% | -51.6% |
| XYL | Buy | XYLEM INC | $31,000 | +34.8% | 290 | +28.9% | 0.02% | +25.0% |
| VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $32,000 | -8.6% | 318 | 0.0% | 0.02% | -16.7% | |
| EFT | EATON VANCE FLTING RATE INC | $31,000 | +6.9% | 2,185 | 0.0% | 0.02% | 0.0% | |
| ORCL | Sell | ORACLE CORP | $31,000 | -31.1% | 439 | -37.1% | 0.02% | -34.8% |
| FSLR | FIRST SOLAR INC | $31,000 | -11.4% | 350 | 0.0% | 0.02% | -16.7% | |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $32,000 | +113.3% | 657 | +61.4% | 0.02% | +87.5% |
| AMRC | AMERESCO INCcl a | $29,000 | -6.5% | 600 | 0.0% | 0.01% | -12.5% | |
| AY | New | ATLANTICA SUSTAINABLE INFR P | $29,000 | – | 800 | +100.0% | 0.01% | – |
| LVS | LAS VEGAS SANDS CORP | $30,000 | 0.0% | 500 | 0.0% | 0.01% | -6.7% | |
| NEP | New | NEXTERA ENERGY PARTNERS LP | $29,000 | – | 400 | +100.0% | 0.01% | – |
| LULU | Buy | LULULEMON ATHLETICA INC | $28,000 | +115.4% | 90 | +143.2% | 0.01% | +85.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $28,000 | +1300.0% | 536 | +1388.9% | 0.01% | +1200.0% |
| IGM | ISHARES TRexpnd tec sc etf | $27,000 | +3.8% | 74 | 0.0% | 0.01% | 0.0% | |
| MCK | MCKESSON CORP | $28,000 | +12.0% | 143 | 0.0% | 0.01% | 0.0% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $28,000 | +3.7% | 107 | 0.0% | 0.01% | -7.1% | |
| SLF | SUN LIFE FINANCIAL INC. | $25,000 | +13.6% | 491 | 0.0% | 0.01% | +9.1% | |
| CBRL | CRACKER BARREL OLD CTRY STOR | $26,000 | +30.0% | 150 | 0.0% | 0.01% | +20.0% | |
| ICLN | Buy | ISHARES TRgl clean ene etf | $26,000 | -7.1% | 1,078 | +7.8% | 0.01% | -14.3% |
| UL | UNILEVER PLCspon adr new | $26,000 | -7.1% | 465 | 0.0% | 0.01% | -14.3% | |
| ICLN | New | ISHARES TRcall | $24,000 | – | 1,000 | +100.0% | 0.01% | – |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover | $24,000 | – | 1,080 | +100.0% | 0.01% | – |
| CHCO | CITY HLDG CO | $24,000 | +14.3% | 297 | 0.0% | 0.01% | 0.0% | |
| VIPS | New | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $24,000 | – | 804 | +100.0% | 0.01% | – |
| AZN | ASTRAZENECA PLCsponsored adr | $20,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| LEN | Buy | LENNAR CORPcl a | $21,000 | +31.2% | 208 | +0.5% | 0.01% | +25.0% |
| SYNA | SYNAPTICS INC | $20,000 | +42.9% | 150 | 0.0% | 0.01% | +42.9% | |
| HON | HONEYWELL INTL INC | $20,000 | 0.0% | 92 | 0.0% | 0.01% | 0.0% | |
| VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $20,000 | – | 302 | +100.0% | 0.01% | – |
| GE | Buy | GENERAL ELECTRIC CO | $21,000 | +16.7% | 1,624 | +0.1% | 0.01% | +11.1% |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $22,000 | +1000.0% | 842 | +914.5% | 0.01% | +900.0% |
| GDO | WESTERN ASSET GLOBAL CP DEFI | $21,000 | 0.0% | 1,185 | 0.0% | 0.01% | -9.1% | |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $21,000 | – | 750 | +100.0% | 0.01% | – |
| VCR | VANGUARD WORLD FDSconsum dis etf | $18,000 | +5.9% | 62 | 0.0% | 0.01% | 0.0% | |
| IYF | ISHARES TRu.s. finls etf | $19,000 | +11.8% | 255 | 0.0% | 0.01% | 0.0% | |
| LUV | Sell | SOUTHWEST AIRLS CO | $19,000 | -34.5% | 317 | -48.6% | 0.01% | -40.0% |
| PINS | Sell | PINTEREST INCcl a | $19,000 | -5.0% | 250 | -16.7% | 0.01% | -10.0% |
| LQDH | Sell | ISHARES U S ETF TRint rt hdg c b | $17,000 | -62.2% | 172 | -63.4% | 0.01% | -65.2% |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $17,000 | – | 100 | +100.0% | 0.01% | – |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $17,000 | 0.0% | 300 | 0.0% | 0.01% | -11.1% | |
| CORP | Sell | PIMCO ETF TRinv grd crp bd | $17,000 | -19.0% | 156 | -11.4% | 0.01% | -27.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $17,000 | +6.2% | 220 | +0.9% | 0.01% | 0.0% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $16,000 | -5.9% | 210 | +0.5% | 0.01% | -11.1% |
| IJK | ISHARES TRs&p mc 400gr etf | $15,000 | +7.1% | 188 | 0.0% | 0.01% | 0.0% | |
| INFY | INFOSYS LTDsponsored adr | $15,000 | +7.1% | 800 | 0.0% | 0.01% | 0.0% | |
| C | Buy | CITIGROUP INC | $14,000 | +16.7% | 192 | +0.5% | 0.01% | +16.7% |
| SPYV | SPDR SER TRprtflo s&p500 vl | $15,000 | +7.1% | 408 | 0.0% | 0.01% | 0.0% | |
| IVZ | Buy | INVESCO LTD | $14,000 | +55.6% | 546 | +0.6% | 0.01% | +40.0% |
| ET | ENERGY TRANSFER LP | $15,000 | +25.0% | 2,000 | 0.0% | 0.01% | +16.7% | |
| BTZ | BLACKROCK CR ALLOCATION INCO | $15,000 | 0.0% | 1,000 | 0.0% | 0.01% | -12.5% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $14,000 | +7.7% | 150 | 0.0% | 0.01% | 0.0% | |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $13,000 | – | 158 | +100.0% | 0.01% | – |
| ORA | ORMAT TECHNOLOGIES INC | $13,000 | -13.3% | 171 | 0.0% | 0.01% | -25.0% | |
| ARKK | New | ARK ETF TRinnovation etf | $10,000 | – | 85 | +100.0% | 0.01% | – |
| NVTA | Sell | INVITAE CORP | $11,000 | -66.7% | 300 | -62.5% | 0.01% | -70.6% |
| CIEN | CIENA CORP | $11,000 | 0.0% | 200 | 0.0% | 0.01% | -16.7% | |
| GWPH | GW PHARMACEUTICALS PLCads | $11,000 | +83.3% | 50 | 0.0% | 0.01% | +66.7% | |
| PMT | PENNYMAC MTG INVT TR | $10,000 | +11.1% | 500 | 0.0% | 0.01% | 0.0% | |
| VTRS | Buy | VIATRIS INC | $9,000 | -10.0% | 672 | +25.8% | 0.00% | -20.0% |
| UNH | UNITEDHEALTH GROUP INC | $9,000 | 0.0% | 25 | 0.0% | 0.00% | -20.0% | |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $9,000 | -30.8% | 1,537 | -24.4% | 0.00% | -42.9% |
| SYY | Sell | SYSCO CORP | $8,000 | -20.0% | 98 | -29.0% | 0.00% | -20.0% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $9,000 | +80.0% | 102 | +104.0% | 0.00% | +33.3% |
| VTV | VANGUARD INDEX FDSvalue etf | $7,000 | +16.7% | 52 | 0.0% | 0.00% | 0.0% | |
| VTGN | New | VISTAGEN THERAPEUTICS INC | $6,000 | – | 2,692 | +100.0% | 0.00% | – |
| ISRG | INTUITIVE SURGICAL INC | $7,000 | -12.5% | 10 | 0.0% | 0.00% | -25.0% | |
| NOK | NOKIA CORPsponsored adr | $4,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| DG | Sell | DOLLAR GEN CORP NEW | $4,000 | -96.7% | 19 | -96.8% | 0.00% | -96.8% |
| AXP | Sell | AMERICAN EXPRESS CO | $4,000 | -50.0% | 26 | -62.3% | 0.00% | -50.0% |
| SPYG | SPDR SER TRprtflo s&p500 gw | $4,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| BAND | Sell | BANDWIDTH INC | $4,000 | -66.7% | 30 | -62.5% | 0.00% | -66.7% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $5,000 | 0.0% | 44 | +2.3% | 0.00% | -33.3% |
| MAR | MARRIOTT INTL INC NEWcl a | $4,000 | +33.3% | 24 | 0.0% | 0.00% | 0.0% | |
| ZTO | Sell | ZTO EXPRESS CAYMAN INCsponsored ads a | $3,000 | -57.1% | 117 | -52.6% | 0.00% | -75.0% |
| BRO | BROWN & BROWN INC | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| MVIS | New | MICROVISION INC DEL | $2,000 | – | 100 | +100.0% | 0.00% | – |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $2,000 | -90.9% | 16 | -93.5% | 0.00% | -90.9% |
| X | New | UNITED STATES STL CORP NEW | $3,000 | – | 100 | +100.0% | 0.00% | – |
| PENN | New | PENN NATL GAMING INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
| XITK | SPDR SER TRfactst inv etf | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $3,000 | -99.4% | 23 | -99.3% | 0.00% | -99.6% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $2,000 | -90.5% | 61 | -89.0% | 0.00% | -90.9% |
| RBLX | New | ROBLOX CORPcl a | $0 | – | 5 | +100.0% | 0.00% | – |
| MGNI | New | MAGNITE INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| IYR | Sell | ISHARES TRu.s. real es etf | $0 | -100.0% | 5 | -98.3% | 0.00% | -100.0% |
| EDU | Buy | NEW ORIENTAL ED & TECHNOLOGYspon adr | $1,000 | 0.0% | 60 | +900.0% | 0.00% | -100.0% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $1,000 | -98.2% | 14 | -98.6% | 0.00% | -100.0% |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,000 | 0.0% | 8 | 0.0% | 0.00% | -100.0% | |
| ICFI | ICF INTL INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | 2 | 0.0% | 0.00% | – | |
| WATT | ENERGOUS CORP | $1,000 | 0.0% | 300 | 0.0% | 0.00% | -100.0% | |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $1,000 | – | 27 | +100.0% | 0.00% | – |
| CAG | CONAGRA BRANDS INC | $1,000 | 0.0% | 34 | 0.0% | 0.00% | -100.0% | |
| VTR | VENTAS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| CSCO | Buy | CISCO SYS INC | $1,000 | 0.0% | 24 | +4.3% | 0.00% | -100.0% |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $1,000 | 0.0% | 2 | 0.0% | 0.00% | -100.0% | |
| BMYRT | Exit | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | – | -660 | -100.0% | 0.00% | – |
| CME | CME GROUP INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | -100.0% | |
| WAB | WABTEC | $0 | – | 3 | 0.0% | 0.00% | – | |
| BBBY | BED BATH & BEYOND INC | $1,000 | 0.0% | 47 | 0.0% | 0.00% | -100.0% | |
| WSO | WATSCO INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | -100.0% | |
| BAC | BK OF AMERICA CORP | $1,000 | 0.0% | 35 | 0.0% | 0.00% | -100.0% | |
| ACB | AURORA CANNABIS INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| New | APPLE INCcall | $0 | – | 1,100 | +100.0% | 0.00% | – | |
| RLX | New | RLX TECHNOLOGY INCsponsored ads | $0 | – | 11 | +100.0% | 0.00% | – |
| INFO | IHS MARKIT LTD | $0 | – | 1 | 0.0% | 0.00% | – | |
| VACQ | New | VECTOR ACQUISITION CORP | $1,000 | – | 78 | +100.0% | 0.00% | – |
| RIG | TRANSOCEAN LTD | $0 | – | 100 | 0.0% | 0.00% | – | |
| FVRR | FIVERR INTL LTD | $0 | – | 1 | 0.0% | 0.00% | – | |
| USB | Exit | US BANCORP DEL | $0 | – | -1 | -100.0% | 0.00% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -2 | -100.0% | 0.00% | – |
| BCE | Exit | BCE INC | $0 | – | -1 | -100.0% | 0.00% | – |
| KDP | KEURIG DR PEPPER INC | $1,000 | 0.0% | 39 | 0.0% | 0.00% | -100.0% | |
| ACWI | ISHARES TRmsci acwi etf | $1,000 | 0.0% | 6 | 0.0% | 0.00% | -100.0% | |
| KHC | KRAFT HEINZ CO | $1,000 | 0.0% | 21 | 0.0% | 0.00% | -100.0% | |
| LENB | LENNAR CORPcl b | $0 | – | 4 | 0.0% | 0.00% | – | |
| APXT | Exit | APEX TECHNOLOGY ACQUISITION | $0 | – | -107 | -100.0% | -0.00% | – |
| NNN | Exit | NATIONAL RETAIL PROPERTIES I | $0 | – | -15 | -100.0% | -0.00% | – |
| NPA | Exit | NEW PROVIDENCE ACQUISITION | $0 | – | -60 | -100.0% | -0.00% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -28 | -100.0% | -0.00% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -102 | -100.0% | -0.00% | – |
| JD | Exit | JD.COM INCspon adr cl a | $0 | – | -50 | -100.0% | -0.00% | – |
| GNOG | Exit | GOLDEN NUGGET ONLINE GAMIN | $0 | – | -300 | -100.0% | -0.00% | – |
| VNM | Exit | VANECK VECTORS ETF TRvietnam etf | $0 | – | -300 | -100.0% | -0.00% | – |
| OTEX | Exit | OPEN TEXT CORP | $0 | – | -150 | -100.0% | -0.00% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -1,256 | -100.0% | -0.01% | – |
| GL | Exit | GLOBE LIFE INC | $0 | – | -150 | -100.0% | -0.01% | – |
| HAS | Exit | HASBRO INC | $0 | – | -233 | -100.0% | -0.01% | – |
| GMAB | Exit | GENMAB A/Ssponsored ads | $0 | – | -1,094 | -100.0% | -0.02% | – |
| IDU | Exit | ISHARES TRu.s. utilits etf | $0 | – | -573 | -100.0% | -0.02% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -296 | -100.0% | -0.02% | – |
| JWN | Exit | NORDSTROM INC | $0 | – | -2,753 | -100.0% | -0.04% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -3,000 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-15
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 | 2024-04-17 |
| 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 |
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.