$243 Million is the total value of ATTICUS WEALTH MANAGEMENT, LLC's 534 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 37.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $41,148,020 | +20.6% | 107,596 | +18.9% | 16.91% | +2.5% |
SHV | Buy | ISHARES TRshort treas bd | $26,417,909 | +123.0% | 240,338 | +123.3% | 10.86% | +89.6% |
AAPL | Sell | APPLE INC | $8,180,673 | -7.8% | 62,962 | -3.0% | 3.36% | -21.6% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $8,051,933 | +11.9% | 33,288 | +4.7% | 3.31% | -4.8% |
KO | Buy | COCA COLA CO | $7,314,753 | +2.1% | 114,994 | +1.0% | 3.01% | -13.2% |
XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $6,503,827 | – | 47,875 | +100.0% | 2.67% | – |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $6,424,380 | +11.2% | 51,626 | +13.6% | 2.64% | -5.4% |
OEF | New | ISHARES TRs&p 100 etf | $6,346,764 | – | 37,209 | +100.0% | 2.61% | – |
IWM | Buy | ISHARES TRrussell 2000 etf | $5,701,026 | +33.2% | 32,697 | +29.4% | 2.34% | +13.2% |
MSFT | Sell | MICROSOFT CORP | $4,806,082 | -9.8% | 20,040 | -3.4% | 1.98% | -23.3% |
FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $4,324,930 | +42.4% | 257,436 | +46.0% | 1.78% | +21.1% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $4,237,936 | +3.9% | 39,164 | -2.3% | 1.74% | -11.7% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $4,089,216 | -0.7% | 31,660 | +5.7% | 1.68% | -15.5% |
SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $3,405,742 | +4.3% | 87,574 | -1.2% | 1.40% | -11.3% |
VV | Buy | VANGUARD INDEX FDSlarge cap etf | $3,178,647 | +1.3% | 18,247 | +0.2% | 1.31% | -13.9% |
O | Buy | REALTY INCOME CORP | $3,169,677 | -1.8% | 49,971 | +5.6% | 1.30% | -16.5% |
XLF | New | SELECT SECTOR SPDR TRfinancial | $3,159,014 | – | 92,369 | +100.0% | 1.30% | – |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,922,999 | -4.7% | 10,977 | +0.3% | 1.20% | -19.0% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,822,950 | +9.2% | 18,590 | +3.2% | 1.16% | -7.2% |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,964,034 | +32.7% | 19,998 | +18.0% | 0.81% | +12.9% |
AMZN | Sell | AMAZON COM INC | $1,857,660 | -24.8% | 22,115 | -4.9% | 0.76% | -36.0% |
JNJ | Sell | JOHNSON & JOHNSON | $1,837,344 | -0.5% | 10,401 | -0.1% | 0.76% | -15.5% |
XLC | Buy | SELECT SECTOR SPDR TR | $1,820,191 | +2.8% | 37,929 | +16.3% | 0.75% | -12.6% |
NEE | Buy | NEXTERA ENERGY INC | $1,817,945 | +8.4% | 21,746 | +0.5% | 0.75% | -7.9% |
HD | Sell | HOME DEPOT INC | $1,769,985 | +14.6% | 5,604 | -0.5% | 0.73% | -2.5% |
PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $1,762,621 | -41.9% | 157,658 | -35.8% | 0.72% | -50.6% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $1,681,928 | -17.6% | 19,063 | +1936.6% | 0.69% | -29.9% |
IGSB | Sell | ISHARES TR | $1,490,393 | -90.6% | 29,916 | -90.5% | 0.61% | -92.0% |
COST | Sell | COSTCO WHSL CORP NEW | $1,488,290 | -5.0% | 3,260 | -0.3% | 0.61% | -19.3% |
EFA | New | ISHARES TRmsci eafe etf | $1,470,279 | – | 22,399 | +100.0% | 0.60% | – |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,389,679 | -8.9% | 4,351 | -6.9% | 0.57% | -22.6% |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $1,340,403 | – | 17,980 | +100.0% | 0.55% | – |
PG | Buy | PROCTER AND GAMBLE CO | $1,326,329 | +6.3% | 8,751 | +0.8% | 0.54% | -9.6% |
MRK | Sell | MERCK & CO INC | $1,262,555 | +19.6% | 11,358 | -2.0% | 0.52% | +1.8% |
IWP | New | ISHARES TRrus md cp gr etf | $1,209,037 | – | 14,462 | +100.0% | 0.50% | – |
PNOV | New | INNOVATOR ETFS TRus eqty pwr buf | $1,178,829 | – | 39,047 | +100.0% | 0.48% | – |
HYG | New | ISHARES TRiboxx hi yd etf | $1,174,647 | – | 15,953 | +100.0% | 0.48% | – |
UNOV | New | INNOVATOR ETFS TRus eqty ultra bu | $1,156,236 | – | 41,726 | +100.0% | 0.48% | – |
SDY | Buy | SPDR SER TRs&p divid etf | $1,136,991 | +5.9% | 9,088 | +0.4% | 0.47% | -10.0% |
IWD | New | ISHARES TRrus 1000 val etf | $1,122,817 | – | 7,404 | +100.0% | 0.46% | – |
IVW | New | ISHARES TRs&p 500 grwt etf | $1,088,596 | – | 18,608 | +100.0% | 0.45% | – |
GOOG | Buy | ALPHABET INCcap stk cl c | $1,084,281 | -20.3% | 12,220 | +1864.6% | 0.45% | -32.2% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,018,654 | +898.7% | 7,212 | +848.9% | 0.42% | +755.1% |
VDE | Buy | VANGUARD WORLD FDSenergy etf | $1,017,567 | +66.8% | 8,390 | +36.9% | 0.42% | +41.7% |
XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $1,009,154 | +30.2% | 27,326 | +44.1% | 0.42% | +10.7% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,003,488 | +33.4% | 7,420 | +27.9% | 0.41% | +13.2% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $987,992 | -11.8% | 6,222 | -16.8% | 0.41% | -25.0% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $983,260 | +67.8% | 11,241 | +37.2% | 0.40% | +42.8% |
PDEC | New | INNOVATOR ETFS TRus eqty pwr buf | $919,118 | – | 30,750 | +100.0% | 0.38% | – |
IWF | New | ISHARES TRrus 1000 grw etf | $914,084 | – | 4,267 | +100.0% | 0.38% | – |
MPW | New | MEDICAL PPTYS TRUST INC | $908,207 | – | 81,527 | +100.0% | 0.37% | – |
ABBV | Sell | ABBVIE INC | $835,672 | +4.5% | 5,171 | -1.0% | 0.34% | -11.4% |
POCT | New | INNOVATOR ETFS TRus eqty pwr buf | $805,305 | – | 26,781 | +100.0% | 0.33% | – |
TFC | Sell | TRUIST FINL CORP | $799,540 | -20.4% | 18,581 | -12.2% | 0.33% | -32.2% |
V | Sell | VISA INC | $800,588 | -1.3% | 3,853 | -6.5% | 0.33% | -16.1% |
USMV | Sell | ISHARES TRmsci usa min vol | $752,946 | -32.7% | 10,443 | -34.5% | 0.31% | -42.9% |
XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $744,479 | +33.4% | 9,584 | +26.3% | 0.31% | +13.3% |
TSLA | Buy | TESLA INC | $735,508 | -36.0% | 5,971 | +250.0% | 0.30% | -45.6% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $727,555 | -8.0% | 4,047 | -10.3% | 0.30% | -21.7% |
CVX | Buy | CHEVRON CORP NEW | $723,175 | +32.9% | 4,029 | +7.3% | 0.30% | +12.9% |
LLY | Sell | LILLY ELI & CO | $720,757 | +11.7% | 1,970 | -1.1% | 0.30% | -5.1% |
NOC | Sell | NORTHROP GRUMMAN CORP | $699,472 | +11.0% | 1,282 | -2.7% | 0.29% | -5.9% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $690,466 | +1626.2% | 10,458 | +1529.0% | 0.28% | +1394.7% |
APD | Sell | AIR PRODS & CHEMS INC | $683,417 | +22.7% | 2,216 | -4.3% | 0.28% | +4.5% |
VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $672,525 | -46.8% | 10,451 | -47.5% | 0.28% | -54.8% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $659,776 | +13.0% | 1,897 | +2.5% | 0.27% | -3.9% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $650,252 | +10.4% | 9,223 | +9.9% | 0.27% | -6.3% |
AMT | Buy | AMERICAN TOWER CORP NEW | $647,554 | -7.9% | 3,055 | +11.1% | 0.27% | -21.8% |
UDEC | New | INNOVATOR ETFS TRus eqty ultra b | $643,535 | – | 23,461 | +100.0% | 0.26% | – |
MCD | Buy | MCDONALDS CORP | $634,858 | +20.0% | 2,409 | +12.5% | 0.26% | +2.0% |
SCHW | Sell | SCHWAB CHARLES CORP | $619,298 | +30.4% | 7,438 | -1.1% | 0.26% | +10.9% |
VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $570,584 | +8.9% | 11,529 | +9.8% | 0.24% | -7.1% |
GD | Buy | GENERAL DYNAMICS CORP | $564,941 | +29.6% | 2,277 | +15.6% | 0.23% | +10.0% |
PEP | Sell | PEPSICO INC | $512,218 | -0.3% | 2,835 | -8.2% | 0.21% | -14.9% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $500,117 | +2.1% | 3,764 | +0.7% | 0.21% | -13.1% |
ALL | Sell | ALLSTATE CORP | $482,599 | +1.0% | 3,559 | -5.6% | 0.20% | -14.3% |
IWS | New | ISHARES TRrus mdcp val etf | $462,214 | – | 4,388 | +100.0% | 0.19% | – |
PFE | Buy | PFIZER INC | $447,449 | +7.0% | 8,732 | +9.6% | 0.18% | -8.9% |
XOM | Buy | EXXON MOBIL CORP | $442,744 | +34.2% | 4,014 | +4.3% | 0.18% | +13.8% |
JPM | Sell | JPMORGAN CHASE & CO | $438,616 | +15.4% | 3,271 | -3.0% | 0.18% | -2.2% |
WMT | Sell | WALMART INC | $427,597 | +15.3% | 3,016 | -1.2% | 0.18% | -1.7% |
EEM | New | ISHARES TRmsci emg mkt etf | $419,626 | – | 11,072 | +100.0% | 0.17% | – |
DIS | Sell | DISNEY WALT CO | $407,553 | -28.4% | 4,691 | -22.2% | 0.17% | -38.9% |
FTNT | Sell | FORTINET INC | $408,232 | -15.0% | 8,350 | -1.5% | 0.17% | -27.6% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $401,657 | -20.3% | 2,861 | -25.1% | 0.16% | -32.4% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $401,101 | -1.4% | 2,847 | -1.3% | 0.16% | -16.2% |
MKL | MARKEL CORP | $395,247 | +1.9% | 300 | 0.0% | 0.16% | -13.8% | |
BAC | BANK AMERICA CORP | $391,180 | +6.3% | 11,811 | 0.0% | 0.16% | -9.6% | |
AXP | AMERICAN EXPRESS CO | $369,375 | +6.4% | 2,500 | 0.0% | 0.15% | -9.5% | |
AMAT | Sell | APPLIED MATLS INC | $361,934 | +3.7% | 3,717 | -3.1% | 0.15% | -11.8% |
ABT | Sell | ABBOTT LABS | $359,998 | -7.9% | 3,279 | -8.8% | 0.15% | -21.7% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $358,323 | +517.8% | 8,845 | +497.6% | 0.15% | +425.0% |
LIN | Sell | LINDE PLC | $339,553 | +2.9% | 1,041 | -9.3% | 0.14% | -12.5% |
SBUX | Sell | STARBUCKS CORP | $341,149 | +26.4% | 3,439 | -2.5% | 0.14% | +6.9% |
PKI | Sell | PERKINELMER INC | $328,115 | -4.9% | 2,340 | -3.5% | 0.14% | -19.2% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $327,503 | +1.7% | 595 | +0.2% | 0.14% | -13.5% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $323,923 | -73.8% | 4,308 | -73.4% | 0.13% | -77.8% |
UNH | Sell | UNITEDHEALTH GROUP INC | $318,199 | +1.3% | 600 | -2.0% | 0.13% | -13.8% |
BDX | Sell | BECTON DICKINSON & CO | $313,298 | +2.1% | 1,232 | -1.0% | 0.13% | -12.8% |
ITOT | Buy | ISHARES TRcore s&p ttl stk | $310,930 | +21.5% | 3,667 | +20.0% | 0.13% | +3.2% |
CMI | Sell | CUMMINS INC | $306,012 | +23.4% | 1,263 | -1.6% | 0.13% | +5.0% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $290,762 | -15.2% | 864 | -7.7% | 0.12% | -27.7% |
QCOM | Sell | QUALCOMM INC | $281,446 | -14.7% | 2,560 | -0.8% | 0.12% | -27.5% |
INTC | INTEL CORP | $273,868 | -29.4% | 10,362 | 0.0% | 0.11% | -39.9% | |
ANTM | Sell | ELEVANCE HEALTH INC | $275,756 | -21.9% | 538 | -26.5% | 0.11% | -33.9% |
AVGO | Sell | BROADCOM INC | $270,078 | +9.3% | 483 | -5.1% | 0.11% | -6.7% |
DHR | Sell | DANAHER CORPORATION | $269,401 | +3.6% | 1,015 | -1.1% | 0.11% | -11.9% |
NFLX | Buy | NETFLIX INC | $267,751 | +70.5% | 908 | +0.9% | 0.11% | +44.7% |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $266,647 | -3.0% | 4,352 | 0.0% | 0.11% | -17.3% | |
HON | Buy | HONEYWELL INTL INC | $266,375 | +491.9% | 1,243 | +376.2% | 0.11% | +395.5% |
USEP | New | INNOVATOR ETFS TRus eqty ultra b | $264,000 | – | 10,000 | +100.0% | 0.11% | – |
FB | Sell | META PLATFORMS INCcl a | $262,582 | -38.6% | 2,182 | -17.7% | 0.11% | -47.8% |
VHT | Buy | VANGUARD WORLD FDShealth car etf | $262,423 | +26.2% | 1,058 | +19.5% | 0.11% | +6.9% |
LHX | L3HARRIS TECHNOLOGIES INC | $257,139 | -13.7% | 1,235 | 0.0% | 0.11% | -26.4% | |
TTD | Sell | THE TRADE DESK INC | $234,954 | -28.4% | 5,241 | -33.1% | 0.10% | -39.0% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $235,345 | +104.6% | 2,332 | +95.1% | 0.10% | +73.2% |
PAYX | Sell | PAYCHEX INC | $234,587 | +0.7% | 2,030 | -0.8% | 0.10% | -15.0% |
ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $232,723 | -0.1% | 3,534 | +0.9% | 0.10% | -15.0% |
ATCO | ATLAS CORPshares | $230,100 | +42.9% | 15,000 | 0.0% | 0.10% | +21.8% | |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $222,855 | -11.9% | 3,097 | -5.6% | 0.09% | -24.6% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $221,184 | -26.8% | 5,674 | -21.7% | 0.09% | -37.7% |
MQY | New | BLACKROCK MUNIYILD QULT FD I | $212,280 | – | 18,300 | +100.0% | 0.09% | – |
LOW | Sell | LOWES COS INC | $210,712 | +7.5% | 1,058 | -6.0% | 0.09% | -8.4% |
T | Buy | AT&T INC | $207,094 | -7.1% | 11,249 | +5.8% | 0.08% | -21.3% |
ACN | Sell | ACCENTURE PLC IRELAND | $204,933 | -6.8% | 768 | -2.9% | 0.08% | -20.8% |
SYY | SYSCO CORP | $191,125 | -9.8% | 2,500 | 0.0% | 0.08% | -22.5% | |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $191,395 | -83.7% | 2,542 | -83.4% | 0.08% | -86.1% |
GLD | Buy | SPDR GOLD TR | $190,166 | +3.9% | 1,121 | +3.2% | 0.08% | -11.4% |
SPXU | Buy | PROSHARES TRultrapro short s | $185,705 | +828.5% | 11,008 | +1000.8% | 0.08% | +660.0% |
KMB | Sell | KIMBERLY-CLARK CORP | $181,769 | -6.3% | 1,339 | -6.9% | 0.08% | -20.2% |
XYL | Sell | XYLEM INC | $176,490 | +37.9% | 1,596 | -2.7% | 0.07% | +17.7% |
NVDA | Sell | NVIDIA CORPORATION | $178,217 | -37.9% | 1,219 | -35.6% | 0.07% | -47.5% |
LMT | Buy | LOCKHEED MARTIN CORP | $173,297 | +14.8% | 356 | +1.7% | 0.07% | -2.7% |
VAW | Sell | VANGUARD WORLD FDSmaterials etf | $171,697 | -34.7% | 1,009 | -38.5% | 0.07% | -44.1% |
VEEV | Sell | VEEVA SYS INC | $169,772 | -75.0% | 1,052 | -69.3% | 0.07% | -78.7% |
PFF | Sell | ISHARES TRpfd and incm sec | $164,022 | -71.3% | 5,372 | -69.1% | 0.07% | -75.7% |
BKNG | Sell | BOOKING HOLDINGS INC | $161,222 | +13.5% | 80 | -1.2% | 0.07% | -4.3% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $157,915 | -48.2% | 741 | -45.8% | 0.06% | -55.8% |
AB | Buy | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $155,181 | -16.6% | 4,515 | +0.9% | 0.06% | -28.9% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $153,159 | -11.0% | 881 | -6.7% | 0.06% | -24.1% |
COKE | COCA COLA CONS INC | $153,708 | -9.0% | 300 | 0.0% | 0.06% | -23.2% | |
PM | Sell | PHILIP MORRIS INTL INC | $153,434 | -2.3% | 1,516 | -4.8% | 0.06% | -17.1% |
ECL | Sell | ECOLAB INC | $152,692 | -7.5% | 1,049 | -2.3% | 0.06% | -21.2% |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $150,262 | -7.8% | 2,216 | -10.1% | 0.06% | -21.5% |
MASI | MASIMO CORP | $147,950 | +12.9% | 1,000 | 0.0% | 0.06% | -3.2% | |
IVV | ISHARES TRcore s&p500 etf | $148,276 | +1.6% | 386 | 0.0% | 0.06% | -14.1% | |
WFC | Sell | WELLS FARGO CO NEW | $146,580 | +4.0% | 3,550 | -1.7% | 0.06% | -11.8% |
CVS | Sell | CVS HEALTH CORP | $144,817 | -2.8% | 1,554 | -3.1% | 0.06% | -16.7% |
GPC | Buy | GENUINE PARTS CO | $146,616 | +43.7% | 845 | +10.5% | 0.06% | +22.4% |
BLK | Sell | BLACKROCK INC | $142,477 | -9.3% | 201 | -22.1% | 0.06% | -22.4% |
TGT | Sell | TARGET CORP | $138,677 | +4.3% | 930 | -1.0% | 0.06% | -10.9% |
ENB | ENBRIDGE INC | $136,850 | -7.5% | 3,500 | 0.0% | 0.06% | -22.2% | |
GM | Sell | GENERAL MTRS CO | $136,040 | -17.6% | 4,044 | -22.3% | 0.06% | -30.0% |
UNP | Sell | UNION PAC CORP | $135,631 | -3.8% | 655 | -0.6% | 0.06% | -17.6% |
MCO | Buy | MOODYS CORP | $136,524 | +95.0% | 490 | +90.7% | 0.06% | +64.7% |
MYD | New | BLACKROCK MUNIYIELD FD INC | $136,735 | – | 13,135 | +100.0% | 0.06% | – |
SLB | SCHLUMBERGER LTD | $133,650 | +50.2% | 2,500 | 0.0% | 0.06% | +27.9% | |
LQD | New | ISHARES TRiboxx inv cp etf | $133,172 | – | 1,263 | +100.0% | 0.06% | – |
VZ | Sell | VERIZON COMMUNICATIONS INC | $133,457 | -46.8% | 3,387 | -31.6% | 0.06% | -54.5% |
WMB | Sell | WILLIAMS COS INC | $131,600 | +2.8% | 4,000 | -2.8% | 0.05% | -12.9% |
ORCL | Sell | ORACLE CORP | $129,612 | +9.8% | 1,586 | -6.5% | 0.05% | -7.0% |
D | Sell | DOMINION ENERGY INC | $128,885 | -39.5% | 2,102 | -21.1% | 0.05% | -48.5% |
CTVA | Sell | CORTEVA INC | $127,317 | +7.9% | 2,166 | -0.7% | 0.05% | -8.8% |
ETSY | Sell | ETSY INC | $127,566 | +61.5% | 1,065 | -1.0% | 0.05% | +36.8% |
DUK | Buy | DUKE ENERGY CORP NEW | $127,569 | -2.6% | 1,239 | +1.1% | 0.05% | -17.5% |
MET | Sell | METLIFE INC | $121,136 | -3.9% | 1,674 | -16.8% | 0.05% | -18.0% |
CSCO | Sell | CISCO SYS INC | $119,998 | -19.5% | 2,519 | -27.9% | 0.05% | -31.9% |
EQT | EQT CORP | $116,578 | -2.0% | 3,446 | 0.0% | 0.05% | -17.2% | |
ENPH | ENPHASE ENERGY INC | $116,052 | +34.9% | 438 | 0.0% | 0.05% | +14.3% | |
INTU | Sell | INTUIT | $114,808 | -24.5% | 295 | -25.3% | 0.05% | -35.6% |
CAT | Sell | CATERPILLAR INC | $110,931 | +30.5% | 463 | -2.9% | 0.05% | +12.2% |
GS | New | GOLDMAN SACHS GROUP INC | $109,882 | – | 320 | +100.0% | 0.04% | – |
IWO | New | ISHARES TRrus 2000 grw etf | $108,210 | – | 504 | +100.0% | 0.04% | – |
VPU | Sell | VANGUARD WORLD FDSutilities etf | $106,585 | -8.1% | 695 | -8.6% | 0.04% | -21.4% |
TXN | Sell | TEXAS INSTRS INC | $103,720 | -0.3% | 628 | -7.1% | 0.04% | -14.0% |
IWN | New | ISHARES TRrus 2000 val etf | $101,946 | – | 735 | +100.0% | 0.04% | – |
Buy | CION INVT CORP | $103,292 | +115.2% | 10,594 | +91.4% | 0.04% | +82.6% | |
COP | Sell | CONOCOPHILLIPS | $99,946 | +13.6% | 847 | -13.6% | 0.04% | -4.7% |
VOO | Buy | VANGUARD INDEX FDS | $99,064 | +16.5% | 282 | +15.1% | 0.04% | 0.0% |
FCX | Sell | FREEPORT-MCMORAN INCcl b | $99,370 | -41.2% | 2,615 | -54.7% | 0.04% | -50.0% |
PACW | PACWEST BANCORP DEL | $99,465 | -14.3% | 4,334 | 0.0% | 0.04% | -26.8% | |
WD | WALKER & DUNLOP INC | $94,176 | -18.8% | 1,200 | 0.0% | 0.04% | -30.4% | |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $95,783 | +11.4% | 401 | -2.2% | 0.04% | -7.1% |
AEP | Sell | AMERICAN ELEC PWR CO INC | $94,855 | -2.2% | 999 | -0.7% | 0.04% | -17.0% |
ZTS | Sell | ZOETIS INCcl a | $93,645 | -17.9% | 639 | -4.1% | 0.04% | -30.9% |
MO | ALTRIA GROUP INC | $92,883 | +9.3% | 2,032 | 0.0% | 0.04% | -7.3% | |
HUM | Sell | HUMANA INC | $93,219 | +3.6% | 182 | -5.2% | 0.04% | -13.6% |
AGG | Buy | ISHARES TRcore us aggbd et | $92,903 | -3.2% | 958 | +1.5% | 0.04% | -17.4% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $90,198 | -7.0% | 791 | -9.2% | 0.04% | -21.3% |
NSC | Sell | NORFOLK SOUTHN CORP | $89,943 | +4.6% | 365 | -3.2% | 0.04% | -11.9% |
DAR | DARLING INGREDIENTS INC | $88,565 | +4.2% | 1,415 | 0.0% | 0.04% | -12.2% | |
MDT | Sell | MEDTRONIC PLC | $85,387 | -30.0% | 1,095 | -19.2% | 0.04% | -40.7% |
ADI | Sell | ANALOG DEVICES INC | $83,327 | +11.1% | 508 | -0.4% | 0.03% | -5.6% |
PH | PARKER-HANNIFIN CORP | $80,025 | +17.7% | 275 | 0.0% | 0.03% | 0.0% | |
SHE | New | SPDR SER TRspdr msci usa ge | $79,174 | – | 1,005 | +100.0% | 0.03% | – |
PCAR | New | PACCAR INC | $80,166 | – | 810 | +100.0% | 0.03% | – |
BIV | Sell | VANGUARD BD INDEX FDSintermed term | $81,486 | -76.9% | 1,096 | -75.9% | 0.03% | -80.7% |
AMGN | Buy | AMGEN INC | $80,178 | +11.4% | 305 | +2.7% | 0.03% | -5.7% |
KMI | KINDER MORGAN INC DEL | $81,360 | +8.5% | 4,500 | 0.0% | 0.03% | -8.3% | |
USO | UNITED STS OIL FD LPunits | $80,907 | -13.0% | 1,154 | 0.0% | 0.03% | -26.7% | |
MGK | Sell | VANGUARD WORLD FDmega grwth ind | $78,057 | -27.7% | 454 | -23.4% | 0.03% | -38.5% |
AXSM | Sell | AXSOME THERAPEUTICS INC | $78,673 | +87.3% | 1,020 | -7.3% | 0.03% | +60.0% |
OGE | OGE ENERGY CORP | $79,021 | +2.6% | 1,998 | 0.0% | 0.03% | -13.5% | |
DTE | DTE ENERGY CO | $74,632 | -6.7% | 635 | 0.0% | 0.03% | -20.5% | |
LH | Sell | LABORATORY CORP AMER HLDGS | $76,296 | -0.9% | 324 | -1.2% | 0.03% | -16.2% |
SNY | Sell | SANOFIsponsored adr | $72,161 | -12.0% | 1,490 | -9.2% | 0.03% | -25.0% |
FDS | FACTSET RESH SYS INC | $73,020 | +4.3% | 182 | 0.0% | 0.03% | -11.8% | |
MS | Sell | MORGAN STANLEY | $72,692 | +10.1% | 855 | -1.3% | 0.03% | -6.2% |
DG | Sell | DOLLAR GEN CORP NEW | $73,136 | -1.2% | 297 | -1.7% | 0.03% | -16.7% |
DLTR | DOLLAR TREE INC | $73,832 | -8.8% | 522 | 0.0% | 0.03% | -23.1% | |
BX | Sell | BLACKSTONE INC | $74,190 | -20.2% | 1,000 | -1.4% | 0.03% | -33.3% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $73,937 | +12.0% | 1,109 | +3.6% | 0.03% | -6.2% |
HASI | Buy | HANNON ARMSTRONG SUST INFR C | $69,371 | -21.2% | 2,394 | +2.7% | 0.03% | -32.6% |
IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $70,718 | -24.8% | 675 | -14.9% | 0.03% | -35.6% |
TEL | Sell | TE CONNECTIVITY LTD | $71,324 | -16.1% | 621 | -17.1% | 0.03% | -29.3% |
PGR | Sell | PROGRESSIVE CORP | $69,914 | +4.3% | 539 | -7.1% | 0.03% | -9.4% |
WWE | WORLD WRESTLING ENTMT INCcl a | $66,944 | +9.7% | 977 | 0.0% | 0.03% | -3.4% | |
DGX | Buy | QUEST DIAGNOSTICS INC | $65,705 | +39.8% | 420 | +20.0% | 0.03% | +17.4% |
TMUS | Sell | T-MOBILE US INC | $64,820 | -7.4% | 463 | -11.1% | 0.03% | -20.6% |
FSLR | Buy | FIRST SOLAR INC | $66,057 | +135.9% | 441 | +7.0% | 0.03% | +92.9% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $66,741 | +4.3% | 364 | +0.6% | 0.03% | -12.9% |
DVY | New | ISHARES TRselect divid etf | $64,521 | – | 535 | +100.0% | 0.03% | – |
PWR | QUANTA SVCS INC | $66,690 | +13.0% | 468 | 0.0% | 0.03% | -6.9% | |
BRO | BROWN & BROWN INC | $66,655 | -2.0% | 1,170 | 0.0% | 0.03% | -18.2% | |
VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $62,170 | -72.4% | 1,481 | -73.1% | 0.03% | -76.1% |
CMCSA | Sell | COMCAST CORP NEWcl a | $63,680 | -25.1% | 1,821 | -15.7% | 0.03% | -36.6% |
JKHY | HENRY JACK & ASSOC INC | $62,324 | -2.6% | 355 | 0.0% | 0.03% | -16.1% | |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $63,715 | +390.1% | 1,411 | +376.7% | 0.03% | +333.3% |
NVO | NOVO-NORDISK A Sadr | $60,632 | +21.3% | 448 | 0.0% | 0.02% | +4.2% | |
SO | SOUTHERN CO | $60,127 | +0.2% | 842 | 0.0% | 0.02% | -13.8% | |
JXI | ISHARES TRglob utilits etf | $60,170 | +0.3% | 1,000 | 0.0% | 0.02% | -13.8% | |
EBIX | EBIX INC | $59,880 | +17.4% | 3,000 | 0.0% | 0.02% | 0.0% | |
FSK | Buy | FS KKR CAP CORP | $61,533 | -8.2% | 3,516 | +1.4% | 0.02% | -21.9% |
AFL | AFLAC INC | $57,696 | +31.1% | 802 | 0.0% | 0.02% | +14.3% | |
GWW | Sell | GRAINGER W W INC | $57,853 | +15.7% | 104 | -5.5% | 0.02% | 0.0% |
IYJ | Buy | ISHARES TRus industrials | $58,758 | +8.8% | 609 | +0.3% | 0.02% | -7.7% |
SYK | STRYKER CORPORATION | $57,211 | +21.7% | 234 | 0.0% | 0.02% | +4.3% | |
WM | Sell | WASTE MGMT INC DEL | $54,800 | -39.8% | 349 | -41.4% | 0.02% | -47.7% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $55,197 | -13.8% | 741 | -5.2% | 0.02% | -25.8% |
AMLP | Sell | ALPS ETF TRalerian mlp | $55,773 | -22.5% | 1,465 | -30.1% | 0.02% | -34.3% |
CMG | CHIPOTLE MEXICAN GRILL INC | $56,887 | +5.3% | 41 | 0.0% | 0.02% | -11.5% | |
VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $52,734 | -89.4% | 885 | -89.6% | 0.02% | -90.9% |
MGM | MGM RESORTS INTERNATIONAL | $54,486 | +15.9% | 1,625 | 0.0% | 0.02% | -4.3% | |
ITW | ILLINOIS TOOL WKS INC | $53,753 | +22.2% | 244 | 0.0% | 0.02% | +4.8% | |
IGR | Sell | CBRE GBL REAL ESTATE INC FD | $53,318 | -61.9% | 9,305 | -51.7% | 0.02% | -67.6% |
EMR | Sell | EMERSON ELEC CO | $50,624 | +5.5% | 527 | -12.2% | 0.02% | -8.7% |
IAU | ISHARES GOLD TRishares new | $51,885 | +1.7% | 1,500 | 0.0% | 0.02% | -16.0% | |
SPGI | Sell | S&P GLOBAL INC | $51,581 | -9.5% | 154 | -8.3% | 0.02% | -25.0% |
CLNE | CLEAN ENERGY FUELS CORP | $52,000 | +15.6% | 10,000 | 0.0% | 0.02% | -4.5% | |
IWR | Buy | ISHARES TRrus mid cap etf | $50,881 | +10.6% | 754 | +6.0% | 0.02% | -4.5% |
LRCX | Buy | LAM RESEARCH CORP | $47,741 | -0.5% | 114 | +0.9% | 0.02% | -13.0% |
FE | Buy | FIRSTENERGY CORP | $49,615 | +892.3% | 1,183 | +782.8% | 0.02% | +900.0% |
STLD | STEEL DYNAMICS INC | $48,850 | +48.0% | 500 | 0.0% | 0.02% | +25.0% | |
CLH | CLEAN HARBORS INC | $49,072 | +29.1% | 430 | 0.0% | 0.02% | +11.1% | |
New | ENVIVA INC | $47,852 | – | 903 | +100.0% | 0.02% | – | |
Z | ZILLOW GROUP INCcl c cap stk | $48,315 | +0.7% | 1,500 | 0.0% | 0.02% | -13.0% | |
VFH | Buy | VANGUARD WORLD FDSfinancials etf | $47,458 | +39.6% | 574 | +28.7% | 0.02% | +25.0% |
IPGP | IPG PHOTONICS CORP | $47,335 | +0.7% | 500 | 0.0% | 0.02% | -17.4% | |
JNK | SPDR SER TRbloomberg high y | $46,440 | -1.2% | 516 | 0.0% | 0.02% | -17.4% | |
TLT | Buy | ISHARES TR20 yr tr bd etf | $46,220 | +21.6% | 464 | +38.9% | 0.02% | +5.6% |
CRM | Sell | SALESFORCE INC | $46,009 | -88.2% | 347 | -85.3% | 0.02% | -89.9% |
AOD | Buy | ABRDN TOTAL DYNAMIC DIVIDEND | $42,797 | -2.7% | 5,487 | +1.3% | 0.02% | -14.3% |
TTEK | TETRA TECH INC NEW | $43,557 | +6.2% | 300 | 0.0% | 0.02% | -10.0% | |
PYPL | Sell | PAYPAL HLDGS INC | $44,512 | -1.1% | 625 | -3.4% | 0.02% | -18.2% |
FTV | FORTIVE CORP | $44,011 | +18.9% | 685 | 0.0% | 0.02% | 0.0% | |
MEG | MONTROSE ENVIRONMENTAL GROUP | $44,390 | +30.6% | 1,000 | 0.0% | 0.02% | +12.5% | |
CBSH | Buy | COMMERCE BANCSHARES INC | $43,497 | +8.7% | 639 | +4.6% | 0.02% | -5.3% |
CHRW | C H ROBINSON WORLDWIDE INC | $44,040 | -10.1% | 481 | 0.0% | 0.02% | -25.0% | |
USB | Sell | US BANCORP DEL | $42,649 | -22.5% | 971 | -19.4% | 0.02% | -33.3% |
BA | Sell | BOEING CO | $43,622 | +36.3% | 229 | -0.9% | 0.02% | +20.0% |
VIAC | PARAMOUNT GLOBAL | $42,200 | -31.9% | 2,500 | 0.0% | 0.02% | -43.3% | |
SHY | New | ISHARES TR1 3 yr treas bd | $42,047 | – | 518 | +100.0% | 0.02% | – |
MKC | MCCORMICK & CO INC | $41,445 | -1.3% | 500 | 0.0% | 0.02% | -15.0% | |
BEPC | Sell | BROOKFIELD RENEWABLE CORPcl a sub vtg | $41,751 | -24.1% | 1,516 | -1.5% | 0.02% | -37.0% |
VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $41,427 | -46.9% | 595 | -47.5% | 0.02% | -55.3% |
AMD | Sell | ADVANCED MICRO DEVICES INC | $39,315 | -16.4% | 607 | -0.3% | 0.02% | -30.4% |
WEC | WEC ENERGY GROUP INC | $39,379 | -6.2% | 420 | 0.0% | 0.02% | -20.0% | |
AQUA | EVOQUA WATER TECHNOLOGIES CO | $39,600 | +20.0% | 1,000 | 0.0% | 0.02% | 0.0% | |
BFB | BROWN FORMAN CORPcl b | $38,094 | -7.1% | 580 | 0.0% | 0.02% | -20.0% | |
UL | Sell | UNILEVER PLCspon adr new | $36,202 | +3.4% | 719 | -4.5% | 0.02% | -11.8% |
ES | EVERSOURCE ENERGY | $35,800 | -0.6% | 427 | 0.0% | 0.02% | -11.8% | |
SEE | Sell | SEALED AIR CORP NEW | $37,111 | -15.7% | 744 | -1.6% | 0.02% | -28.6% |
AXTA | AXALTA COATING SYS LTD | $36,957 | +15.5% | 1,451 | 0.0% | 0.02% | 0.0% | |
NOW | Buy | SERVICENOW INC | $36,886 | +104.9% | 95 | +150.0% | 0.02% | +66.7% |
CBRE | CBRE GROUP INCcl a | $35,017 | +6.1% | 455 | 0.0% | 0.01% | -12.5% | |
NKE | Sell | NIKE INCcl b | $34,991 | -51.4% | 299 | -57.3% | 0.01% | -60.0% |
DE | Sell | DEERE & CO | $34,825 | +16.1% | 81 | -19.8% | 0.01% | -6.7% |
AMRC | AMERESCO INCcl a | $34,284 | +27.0% | 600 | 0.0% | 0.01% | +7.7% | |
OTIS | Sell | OTIS WORLDWIDE CORP | $33,752 | -0.7% | 431 | -9.5% | 0.01% | -12.5% |
IEMG | Sell | ISHARES INCcore msci emkt | $31,149 | -86.0% | 667 | -85.3% | 0.01% | -88.0% |
CLX | Sell | CLOROX CO DEL | $32,837 | -6.2% | 234 | -6.0% | 0.01% | -23.5% |
ZG | ZILLOW GROUP INCcl a | $31,210 | -2.5% | 1,000 | 0.0% | 0.01% | -13.3% | |
IVE | New | ISHARES TRs&p 500 val etf | $31,351 | – | 216 | +100.0% | 0.01% | – |
IJS | New | ISHARES TRsp smcp600vl etf | $31,333 | – | 343 | +100.0% | 0.01% | – |
ET | New | ENERGY TRANSFER L P | $29,675 | – | 2,500 | +100.0% | 0.01% | – |
GIS | Sell | GENERAL MLS INC | $28,803 | -4.0% | 344 | -12.9% | 0.01% | -20.0% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $30,045 | +3.6% | 147 | +0.7% | 0.01% | -14.3% |
ALLY | ALLY FINL INC | $28,118 | -27.9% | 1,150 | 0.0% | 0.01% | -36.8% | |
RBLX | ROBLOX CORPcl a | $28,915 | -12.4% | 1,016 | 0.0% | 0.01% | -25.0% | |
NEP | New | NEXTERA ENERGY PARTNERS LP | $28,036 | – | 400 | +100.0% | 0.01% | – |
IJR | Sell | ISHARES TRcore s&p scp etf | $28,487 | -5.0% | 301 | -6.5% | 0.01% | -20.0% |
BEP | New | BROOKFIELD RENEWABLE PARTNERpartnership unit | $26,784 | – | 1,057 | +100.0% | 0.01% | – |
ABNB | Sell | AIRBNB INC | $27,104 | -6.5% | 317 | -3.9% | 0.01% | -21.4% |
MMC | Sell | MARSH & MCLENNAN COS INC | $26,642 | -1.3% | 161 | -6.9% | 0.01% | -15.4% |
CORP | Buy | PIMCO ETF TRinv grd crp bd | $27,024 | +170.2% | 291 | +191.0% | 0.01% | +120.0% |
FOXA | Sell | FOX CORP | $26,847 | -7.4% | 884 | -3.0% | 0.01% | -21.4% |
EFZ | New | PROSHARES TR | $25,640 | – | 1,282 | +100.0% | 0.01% | – |
COF | Sell | CAPITAL ONE FINL CORP | $26,772 | -10.8% | 288 | -1.4% | 0.01% | -26.7% |
RUN | Buy | SUNRUN INC | $26,182 | +30.9% | 1,090 | +24.6% | 0.01% | +10.0% |
ROST | Sell | ROSS STORES INC | $26,696 | +57.0% | 230 | -5.0% | 0.01% | +37.5% |
New | ANNALY CAPITAL MANAGEMENT IN | $26,350 | – | 1,250 | +100.0% | 0.01% | – | |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $25,294 | -6.3% | 247 | -14.2% | 0.01% | -23.1% |
CB | CHUBB LIMITED | $24,928 | +13.3% | 113 | 0.0% | 0.01% | -9.1% | |
EIX | EDISON INTL | $25,448 | +1.8% | 400 | 0.0% | 0.01% | -16.7% | |
CHPT | Buy | CHARGEPOINT HOLDINGS INC | $25,112 | +179.0% | 2,635 | +305.4% | 0.01% | +150.0% |
TPIC | TPI COMPOSITES INC | $25,502 | -17.7% | 2,515 | 0.0% | 0.01% | -33.3% | |
New | GSK PLCsponsored adr | $24,106 | – | 686 | +100.0% | 0.01% | – | |
SQ | BLOCK INCcl a | $24,256 | +1.1% | 386 | 0.0% | 0.01% | -16.7% | |
OHI | New | OMEGA HEALTHCARE INVS INC | $25,155 | – | 900 | +100.0% | 0.01% | – |
EFT | EATON VANCE FLTING RATE INC | $23,954 | -4.2% | 2,160 | 0.0% | 0.01% | -16.7% | |
NVT | NVENT ELECTRIC PLC | $21,158 | +24.5% | 550 | 0.0% | 0.01% | +12.5% | |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $22,022 | -21.4% | 250 | 0.0% | 0.01% | -35.7% | |
SLF | SUN LIFE FINANCIAL INC. | $22,792 | +3.6% | 491 | 0.0% | 0.01% | -18.2% | |
IGM | New | ISHARES TRexpnd tec sc etf | $20,720 | – | 74 | +100.0% | 0.01% | – |
CHCO | Sell | CITY HLDG CO | $22,714 | +8.2% | 244 | -8.3% | 0.01% | -10.0% |
DLR | Sell | DIGITAL RLTY TR INC | $22,012 | -26.6% | 220 | -3.5% | 0.01% | -40.0% |
IEFA | Sell | ISHARES TRcore msci eafe | $21,882 | -95.9% | 355 | -96.1% | 0.01% | -96.5% |
New | FLUENCE ENERGY INC | $19,551 | – | 1,140 | +100.0% | 0.01% | – | |
IYF | Buy | ISHARES TRu.s. finls etf | $19,890 | +10.5% | 264 | +1.1% | 0.01% | -11.1% |
MTSI | MACOM TECH SOLUTIONS HLDGS I | $18,894 | +35.0% | 300 | 0.0% | 0.01% | +14.3% | |
DTN | WISDOMTREE TRus ai enhanced | $18,361 | +2.0% | 200 | 0.0% | 0.01% | -11.1% | |
PLD | Sell | PROLOGIS INC. | $20,295 | -57.7% | 180 | -55.6% | 0.01% | -65.2% |
LEN | Buy | LENNAR CORPcl a | $19,265 | +28.4% | 213 | +0.9% | 0.01% | +14.3% |
SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $18,642 | +3.6% | 284 | 0.0% | 0.01% | -11.1% | |
SJM | Sell | SMUCKER J M CO | $19,649 | -1.8% | 124 | -19.5% | 0.01% | -20.0% |
LUV | SOUTHWEST AIRLS CO | $19,086 | -4.6% | 567 | 0.0% | 0.01% | -20.0% | |
CIEN | CIENA CORP | $19,882 | +10.5% | 390 | 0.0% | 0.01% | -11.1% | |
ICLN | Sell | ISHARES TRgl clean ene etf | $19,850 | -0.8% | 1,000 | -6.0% | 0.01% | -20.0% |
MCK | MCKESSON CORP | $16,130 | +15.2% | 43 | 0.0% | 0.01% | 0.0% | |
MBB | Sell | ISHARES TRmbs etf | $17,127 | -84.8% | 185 | -84.0% | 0.01% | -87.3% |
XEL | XCEL ENERGY INC | $16,125 | +0.8% | 230 | 0.0% | 0.01% | -12.5% | |
NJR | NEW JERSEY RES CORP | $16,375 | +9.2% | 330 | 0.0% | 0.01% | 0.0% | |
QYLD | GLOBAL X FDSnasdaq 100 cover | $17,183 | -9.6% | 1,080 | 0.0% | 0.01% | -22.2% | |
SNOW | SNOWFLAKE INCcl a | $17,512 | +3.0% | 122 | 0.0% | 0.01% | -12.5% | |
VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $16,353 | -39.4% | 216 | -33.9% | 0.01% | -46.2% |
DTM | DT MIDSTREAM INC | $17,517 | +9.5% | 317 | 0.0% | 0.01% | -12.5% | |
KBR | New | KBR INC | $15,840 | – | 300 | +100.0% | 0.01% | – |
EXEL | EXELIXIS INC | $16,040 | -23.6% | 1,000 | 0.0% | 0.01% | -30.0% | |
ORLY | OREILLY AUTOMOTIVE INC | $16,037 | +33.6% | 19 | 0.0% | 0.01% | +16.7% | |
SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $16,351 | -95.8% | 256 | -95.9% | 0.01% | -96.2% |
PLUG | Buy | PLUG POWER INC | $17,504 | -2.8% | 1,415 | +27.5% | 0.01% | -22.2% |
SPYG | SPDR SER TRprtflo s&p500 gw | $16,239 | -4.5% | 320 | 0.0% | 0.01% | -12.5% | |
PSX | Sell | PHILLIPS 66 | $16,653 | -12.4% | 160 | -32.5% | 0.01% | -22.2% |
IT | Sell | GARTNER INC | $16,471 | -13.3% | 49 | -38.8% | 0.01% | -22.2% |
DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $16,898 | -23.2% | 51 | -27.1% | 0.01% | -36.4% |
MRVL | MARVELL TECHNOLOGY INC | $17,001 | -15.0% | 459 | 0.0% | 0.01% | -30.0% | |
SHELL PLCspon ads | $15,661 | +11.9% | 275 | 0.0% | 0.01% | -14.3% | ||
INFY | INFOSYS LTDsponsored adr | $14,408 | -3.9% | 800 | 0.0% | 0.01% | -14.3% | |
MMM | 3M CO | $14,750 | -7.8% | 123 | 0.0% | 0.01% | -25.0% | |
SYNA | SYNAPTICS INC | $14,274 | -20.7% | 150 | 0.0% | 0.01% | -33.3% | |
FLT | FLEETCOR TECHNOLOGIES INC | $13,960 | -12.8% | 76 | 0.0% | 0.01% | -25.0% | |
MU | Sell | MICRON TECHNOLOGY INC | $14,494 | -31.0% | 290 | -22.7% | 0.01% | -40.0% |
CL | Sell | COLGATE PALMOLIVE CO | $15,443 | -18.7% | 196 | -16.9% | 0.01% | -33.3% |
EVX | VANECK ETF TRUSTenvironmental sr | $13,684 | +5.3% | 100 | 0.0% | 0.01% | 0.0% | |
HTGC | HERCULES CAPITAL INC | $14,291 | -4.7% | 1,081 | 0.0% | 0.01% | -14.3% | |
ORA | Buy | ORMAT TECHNOLOGIES INC | $14,930 | +14.8% | 173 | +0.6% | 0.01% | 0.0% |
COG | New | COTERRA ENERGY INC | $13,514 | – | 550 | +100.0% | 0.01% | – |
CCI | New | CROWN CASTLE INC | $12,788 | – | 94 | +100.0% | 0.01% | – |
ATY | ACUITYADS HLDGS INC | $11,152 | -34.4% | 7,195 | 0.0% | 0.01% | -37.5% | |
BATH & BODY WORKS INC | $11,251 | +60.7% | 267 | 0.0% | 0.01% | +66.7% | ||
TDG | Sell | TRANSDIGM GROUP INC | $12,593 | +4.9% | 20 | -9.1% | 0.01% | -16.7% |
TJX | Sell | TJX COS INC NEW | $11,940 | -0.5% | 150 | -31.5% | 0.01% | -16.7% |
FIVE | Sell | FIVE BELOW INC | $11,673 | -22.2% | 66 | -49.2% | 0.01% | -28.6% |
ULTA | Buy | ULTA BEAUTY INC | $11,727 | +95.4% | 25 | +66.7% | 0.01% | +66.7% |
MRNA | MODERNA INC | $12,573 | +25.7% | 70 | 0.0% | 0.01% | 0.0% | |
IJK | New | ISHARES TRs&p mc 400gr etf | $12,840 | – | 188 | +100.0% | 0.01% | – |
BR | BROADRIDGE FINL SOLUTIONS IN | $12,742 | -9.0% | 95 | 0.0% | 0.01% | -28.6% | |
CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $12,285 | -23.2% | 215 | -6.5% | 0.01% | -37.5% |
AA | ALCOA CORP | $11,368 | +3.3% | 250 | 0.0% | 0.01% | 0.0% | |
ASML | ASML HOLDING N V | $12,021 | +20.2% | 22 | 0.0% | 0.01% | 0.0% | |
HTZZW | HERTZ GLOBAL HLDGS INC*w exp 06/30/205 | $10,623 | -24.1% | 1,425 | 0.0% | 0.00% | -42.9% | |
TROW | Sell | PRICE T ROWE GROUP INC | $10,252 | -14.6% | 94 | -14.5% | 0.00% | -33.3% |
Buy | RIVIAN AUTOMOTIVE INC | $8,846 | -11.5% | 480 | +26.3% | 0.00% | -20.0% | |
BTZ | BLACKROCK CR ALLOCATION INCO | $10,100 | -8.2% | 1,000 | 0.0% | 0.00% | -20.0% | |
LVS | LAS VEGAS SANDS CORP | $9,085 | +51.4% | 189 | 0.0% | 0.00% | +33.3% | |
EBAY | Sell | EBAY INC. | $9,331 | -33.4% | 225 | -31.4% | 0.00% | -42.9% |
SLV | ISHARES SILVER TRishares | $9,601 | +20.0% | 436 | 0.0% | 0.00% | 0.0% | |
NCLH | NORWEGIAN CRUISE LINE HLDG L | $9,180 | +14.8% | 750 | 0.0% | 0.00% | 0.0% | |
ALB | New | ALBEMARLE CORP | $8,674 | – | 40 | +100.0% | 0.00% | – |
GDO | Sell | WESTERN ASSET GLOBAL CORP DE | $10,727 | -33.0% | 840 | -27.9% | 0.00% | -50.0% |
SHW | Sell | SHERWIN WILLIAMS CO | $9,731 | -2.7% | 41 | -6.8% | 0.00% | -20.0% |
SIRI | Buy | SIRIUS XM HOLDINGS INC | $9,112 | -8.9% | 1,560 | +0.5% | 0.00% | -20.0% |
VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $10,929 | -96.6% | 141 | -96.5% | 0.00% | -97.5% |
C | Sell | CITIGROUP INC | $9,234 | -53.8% | 204 | -53.5% | 0.00% | -60.0% |
PPG | Sell | PPG INDS INC | $10,688 | +6.9% | 85 | -5.6% | 0.00% | -20.0% |
FIS | Sell | FIDELITY NATL INFORMATION SV | $10,110 | -46.8% | 149 | -28.7% | 0.00% | -55.6% |
ROP | ROPER TECHNOLOGIES INC | $7,778 | +11.1% | 18 | 0.0% | 0.00% | 0.0% | |
ABC | Sell | AMERISOURCEBERGEN CORP | $7,457 | +6.5% | 45 | -8.2% | 0.00% | 0.0% |
AWK | Sell | AMERICAN WTR WKS CO INC NEW | $6,097 | -56.4% | 40 | -57.4% | 0.00% | -57.1% |
KKR | KKR & CO INC | $6,174 | +2.9% | 133 | 0.0% | 0.00% | 0.0% | |
WSO | New | WATSCO INC | $6,983 | – | 28 | +100.0% | 0.00% | – |
ATR | Sell | APTARGROUP INC | $7,259 | -67.0% | 66 | -69.4% | 0.00% | -72.7% |
FDX | Buy | FEDEX CORP | $6,928 | +246.4% | 40 | +344.4% | 0.00% | +200.0% |
ADSK | Sell | AUTODESK INC | $6,727 | -25.3% | 36 | -30.8% | 0.00% | -25.0% |
PXH | INVESCO EXCH TRADED FD TR IIftse rafi emng | $8,334 | -7.4% | 473 | 0.0% | 0.00% | -25.0% | |
PII | POLARIS INC | $8,383 | +4.8% | 83 | 0.0% | 0.00% | -25.0% | |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $7,489 | -91.1% | 149 | -91.1% | 0.00% | -92.7% |
PMT | PENNYMAC MTG INVT TR | $6,195 | -11.5% | 500 | 0.0% | 0.00% | 0.0% | |
QS | QUANTUMSCAPE CORP | $7,717 | -35.7% | 1,361 | 0.0% | 0.00% | -50.0% | |
LNC | LINCOLN NATL CORP IND | $6,144 | -31.7% | 200 | 0.0% | 0.00% | -25.0% | |
PXD | PIONEER NAT RES CO | $7,308 | +4.4% | 32 | 0.0% | 0.00% | 0.0% | |
CHD | CHURCH & DWIGHT CO INC | $8,061 | -10.4% | 100 | 0.0% | 0.00% | -25.0% | |
AVTR | Sell | AVANTOR INC | $7,613 | -36.6% | 361 | -8.1% | 0.00% | -50.0% |
AXON | AXON ENTERPRISE INC | $8,296 | +65.9% | 50 | 0.0% | 0.00% | +50.0% | |
APH | AMPHENOL CORP NEWcl a | $7,614 | +26.9% | 100 | 0.0% | 0.00% | 0.0% | |
VFC | V F CORP | $6,764 | -38.5% | 245 | 0.0% | 0.00% | -40.0% | |
CI | Buy | CIGNA CORP NEW | $7,982 | +59.6% | 24 | +33.3% | 0.00% | +50.0% |
CMS | CMS ENERGY CORP | $7,600 | -5.0% | 120 | 0.0% | 0.00% | -25.0% | |
CCL | CARNIVAL CORP | $6,126 | -12.5% | 760 | 0.0% | 0.00% | 0.0% | |
DBX | Sell | DROPBOX INCcl a | $7,721 | -14.2% | 345 | -15.9% | 0.00% | -25.0% |
HOMB | HOME BANCSHARES INC | $4,558 | +14.0% | 200 | 0.0% | 0.00% | 0.0% | |
ALGN | ALIGN TECHNOLOGY INC | $5,272 | -12.1% | 25 | 0.0% | 0.00% | -33.3% | |
ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $4,103 | -31.6% | 16 | -20.0% | 0.00% | -33.3% |
ETN | Sell | EATON CORP PLC | $3,924 | -64.3% | 25 | -70.2% | 0.00% | -60.0% |
UAUG | New | INNOVATOR ETFS TRus eqt ultra bf | $5,223 | – | 200 | +100.0% | 0.00% | – |
ILMN | Buy | ILLUMINA INC | $4,853 | +142.6% | 24 | +100.0% | 0.00% | +100.0% |
NOK | NOKIA CORPsponsored adr | $4,640 | -7.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
STIP | ISHARES TR0-5 yr tips etf | $4,169 | +4.2% | 43 | 0.0% | 0.00% | 0.0% | |
New | FEDERAL RLTY INVT TR NEWsh ben int new | $5,052 | – | 50 | +100.0% | 0.00% | – | |
DPZ | DOMINOS PIZZA INC | $4,157 | -16.9% | 12 | 0.0% | 0.00% | 0.0% | |
DAL | Buy | DELTA AIR LINES INC DEL | $3,779 | +89.0% | 115 | +117.0% | 0.00% | +100.0% |
SCZ | ISHARES TReafe sml cp etf | $5,817 | -3.0% | 103 | 0.0% | 0.00% | -33.3% | |
CPRT | Buy | COPART INC | $4,993 | -0.1% | 82 | +95.2% | 0.00% | 0.0% |
TER | TERADYNE INC | $4,368 | +9.2% | 50 | 0.0% | 0.00% | 0.0% | |
TKR | TIMKEN CO | $6,007 | +20.1% | 85 | 0.0% | 0.00% | 0.0% | |
ATO | ATMOS ENERGY CORP | $5,604 | -6.6% | 50 | 0.0% | 0.00% | -33.3% | |
TITN | New | TITAN MACHY INC | $1,947 | – | 49 | +100.0% | 0.00% | – |
CTLT | CATALENT INC | $2,881 | -58.8% | 64 | 0.0% | 0.00% | -66.7% | |
TRU | TRANSUNION | $3,462 | -30.8% | 61 | 0.0% | 0.00% | -50.0% | |
SRCL | STERICYCLE INC | $1,996 | -0.2% | 40 | 0.0% | 0.00% | 0.0% | |
STT | STATE STR CORP | $2,327 | +16.4% | 30 | 0.0% | 0.00% | 0.0% | |
SONO | SONOS INC | $1,690 | -15.5% | 100 | 0.0% | 0.00% | 0.0% | |
SNAP | SNAP INCcl a | $2,676 | -33.1% | 299 | 0.0% | 0.00% | -50.0% | |
QQQJ | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $3,108 | +3.6% | 130 | 0.0% | 0.00% | 0.0% | |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $2,843 | -5.2% | 27 | +68.8% | 0.00% | 0.0% |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $2,743 | -8.6% | 142 | +1.4% | 0.00% | 0.0% |
DOCU | DOCUSIGN INC | $2,383 | +19.2% | 43 | 0.0% | 0.00% | 0.0% | |
U | New | UNITY SOFTWARE INC | $1,372 | – | 48 | +100.0% | 0.00% | – |
SPSM | New | SPDR SER TRportfolio s&p600 | $2,969 | – | 80 | +100.0% | 0.00% | – |
SRLN | SSGA ACTIVE ETF TRblackstone senr | $2,781 | -7.3% | 68 | 0.0% | 0.00% | 0.0% | |
REZ | ISHARES TRresidential mult | $2,050 | +2.5% | 30 | 0.0% | 0.00% | 0.0% | |
REGN | Sell | REGENERON PHARMACEUTICALS | $2,164 | -56.7% | 3 | -66.7% | 0.00% | -50.0% |
RAVE | RAVE RESTAURANT GROUP INC | $1,849 | +84.9% | 1,170 | 0.0% | 0.00% | – | |
PSA | New | PUBLIC STORAGE | $3,362 | – | 12 | +100.0% | 0.00% | – |
IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $1,472 | +47.2% | 9 | 0.0% | 0.00% | – | |
PGNY | PROGYNY INC | $1,900 | -5.0% | 61 | 0.0% | 0.00% | 0.0% | |
SDVY | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $1,537 | +53.7% | 59 | 0.0% | 0.00% | – | |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $3,520 | -81.5% | 49 | -81.1% | 0.00% | -88.9% |
USHY | Sell | ISHARES TRbroad usd high | $2,521 | -94.0% | 73 | -93.9% | 0.00% | -95.0% |
Sell | ORION OFFICE REIT INC | $2,596 | -35.1% | 304 | -23.0% | 0.00% | -50.0% | |
FOXF | New | FOX FACTORY HLDG CORP | $1,460 | – | 16 | +100.0% | 0.00% | – |
LIT | GLOBAL X FDSlithium btry etf | $2,930 | -26.8% | 50 | 0.0% | 0.00% | -50.0% | |
BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $2,372 | -96.8% | 50 | -96.6% | 0.00% | -97.1% |
MDB | Sell | MONGODB INCcl a | $2,165 | -27.8% | 11 | -8.3% | 0.00% | 0.0% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $1,404 | -96.7% | 7 | -96.7% | 0.00% | -95.0% |
BNTX | Sell | BIONTECH SEsponsored ads | $2,854 | -4.9% | 19 | -5.0% | 0.00% | 0.0% |
BIO | Sell | BIO RAD LABS INCcl a | $2,102 | -65.0% | 5 | -58.3% | 0.00% | -66.7% |
MTCH | MATCH GROUP INC NEW | $2,572 | -35.7% | 62 | 0.0% | 0.00% | -50.0% | |
BILL | Sell | BILL COM HLDGS INC | $2,615 | -12.8% | 24 | -14.3% | 0.00% | 0.0% |
IWC | ISHARES TRmicro-cap etf | $1,941 | -3.0% | 18 | 0.0% | 0.00% | 0.0% | |
NRGU | New | BANK MONTREAL MEDIUMbig oil 3x lev | $1,474 | – | 3 | +100.0% | 0.00% | – |
BLL | Sell | BALL CORP | $2,097 | -58.1% | 41 | -38.8% | 0.00% | -50.0% |
AFRM | Sell | AFFIRM HLDGS INC | $1,895 | -72.9% | 196 | -50.6% | 0.00% | -66.7% |
MDU | MDU RES GROUP INC | $2,427 | +21.4% | 80 | 0.0% | 0.00% | 0.0% | |
VZIO | VIZIO HLDG CORP | $1,482 | +48.2% | 200 | 0.0% | 0.00% | – | |
LULU | Sell | LULULEMON ATHLETICA INC | $1,602 | -91.1% | 5 | -92.3% | 0.00% | -88.9% |
PSP | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $1,425 | +42.5% | 151 | 0.0% | 0.00% | – | |
PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $1,915 | -4.2% | 133 | 0.0% | 0.00% | 0.0% | |
LAC | LITHIUM AMERS CORP NEW | $1,895 | -5.2% | 100 | 0.0% | 0.00% | 0.0% | |
CARR | CARRIER GLOBAL CORPORATION | $2,888 | +44.4% | 70 | 0.0% | 0.00% | 0.0% | |
COLD | New | AMERICOLD REALTY TRUST INC | $2,831 | – | 100 | +100.0% | 0.00% | – |
OGN | Exit | ORGANON & CO | $0 | – | -1 | -100.0% | 0.00% | – |
EMB | ISHARES TRjpmorgan usd emg | $1,015 | +1.5% | 12 | 0.0% | 0.00% | – | |
IFGL | ISHARES TRintl dev re etf | $421 | – | 20 | 0.0% | 0.00% | – | |
IGIB | Sell | ISHARES TR | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
GOVT | Sell | ISHARES TRus treas bd etf | $68 | -99.9% | 3 | -99.9% | 0.00% | -100.0% |
New | INVESTMENT MANAGERS SER TR Iaxs short innov | $1,199 | – | 22 | +100.0% | 0.00% | – | |
KYNDRYL HLDGS INC | $801 | -19.9% | 72 | 0.0% | 0.00% | – | ||
New | LI-CYCLE HOLDINGS CORP | $476 | – | 100 | +100.0% | 0.00% | – | |
LENB | LENNAR CORPcl b | $299 | – | 4 | 0.0% | 0.00% | – | |
LAZR | LUMINAR TECHNOLOGIES INC | $168 | – | 34 | 0.0% | 0.00% | – | |
HZO | New | MARINEMAX INC | $1,093 | – | 35 | +100.0% | 0.00% | – |
PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $0 | – | 0 | +100.0% | 0.00% | – |
MKTX | MARKETAXESS HLDGS INC | $279 | – | 1 | 0.0% | 0.00% | – | |
MATX | Sell | MATSON INC | $375 | -95.3% | 6 | -94.3% | 0.00% | -100.0% |
MPWR | MONOLITHIC PWR SYS INC | $354 | – | 1 | 0.0% | 0.00% | – | |
NKLA | New | NIKOLA CORP | $432 | – | 200 | +100.0% | 0.00% | – |
GILD | Sell | GILEAD SCIENCES INC | $858 | -85.7% | 10 | -89.6% | 0.00% | -100.0% |
GNRC | GENERAC HLDGS INC | $1,107 | -44.6% | 11 | 0.0% | 0.00% | -100.0% | |
OLAPLEX HLDGS INC | $995 | -66.8% | 191 | 0.0% | 0.00% | -100.0% | ||
INDS | PACER FDS TRindustrial relet | $920 | -8.0% | 25 | 0.0% | 0.00% | – | |
PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $13 | -99.6% | 2 | -99.4% | 0.00% | -100.0% |
PENN | PENN ENTERTAINMENT INC | $327 | – | 11 | 0.0% | 0.00% | – | |
Sell | EMBECTA CORP | $961 | -68.0% | 38 | -64.8% | 0.00% | -100.0% | |
RDHL | REDHILL BIOPHARMA LTDsponsored ads | $340 | -83.0% | 2,425 | 0.0% | 0.00% | -100.0% | |
RVLV | REVOLVE GROUP INCcl a | $267 | – | 12 | 0.0% | 0.00% | – | |
ROCKET LAB USA INC | $336 | – | 89 | 0.0% | 0.00% | – | ||
EBET INC | $192 | -80.8% | 305 | 0.0% | 0.00% | – | ||
DRAFTKINGS INC NEW | $34 | – | 3 | 0.0% | 0.00% | – | ||
SCHZ | SCHWAB STRATEGIC TRus aggregate b | $49 | – | 1 | 0.0% | 0.00% | – | |
CS | New | CREDIT SUISSE GROUPsponsored adr | $12 | – | 4 | +100.0% | 0.00% | – |
SHOP | SHOPIFY INCcl a | $347 | – | 10 | 0.0% | 0.00% | – | |
TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $312 | – | 3 | 0.0% | 0.00% | – | |
EMLC | VANECK ETF TRUSTjp mrgan em loc | $1,115 | +11.5% | 46 | 0.0% | 0.00% | – | |
BLDR | New | BUILDERS FIRSTSOURCE INC | $1,103 | – | 17 | +100.0% | 0.00% | – |
BDJ | Buy | BLACKROCK ENHANCED EQUITY DI | $0 | – | 0 | +100.0% | 0.00% | – |
VTR | VENTAS INC | $90 | – | 2 | 0.0% | 0.00% | – | |
ATKR | Sell | ATKORE INC | $1,134 | -93.3% | 10 | -95.2% | 0.00% | -100.0% |
ARES | Sell | ARES MANAGEMENT CORPORATION | $548 | -90.9% | 8 | -93.0% | 0.00% | -100.0% |
AAL | AMERICAN AIRLS GROUP INC | $204 | – | 16 | 0.0% | 0.00% | – | |
VRTX | Sell | VERTEX PHARMACEUTICALS INC | $1,155 | -83.5% | 4 | -83.3% | 0.00% | -100.0% |
VTRS | Sell | VIATRIS INC | $946 | -5.4% | 85 | -15.0% | 0.00% | – |
NFJ | VIRTUS DIVIDEND INTEREST & P | $226 | – | 20 | 0.0% | 0.00% | – | |
WAB | WABTEC | $299 | – | 3 | 0.0% | 0.00% | – | |
Sell | WARNER BROS DISCOVERY INC | $114 | -99.2% | 12 | -98.9% | 0.00% | -100.0% | |
WST | Sell | WEST PHARMACEUTICAL SVSC INC | $942 | -96.2% | 4 | -95.2% | 0.00% | -100.0% |
WAL | Sell | WESTERN ALLIANCE BANCORP | $1,018 | -49.1% | 17 | -29.2% | 0.00% | -100.0% |
WSM | Sell | WILLIAMS SONOMA INC | $1,158 | -42.1% | 10 | -44.4% | 0.00% | -100.0% |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $542 | -91.0% | 8 | -85.5% | 0.00% | -100.0% |
STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $53 | -99.1% | 1 | -98.8% | 0.00% | -100.0% |
IZRL | ARK ETF TRisrael inovate | $438 | – | 25 | 0.0% | 0.00% | – | |
FVRR | FIVERR INTL LTD | $29 | – | 1 | 0.0% | 0.00% | – | |
ZIM | ZIM INTEGRATED SHIPPING SERV | $34 | – | 2 | 0.0% | 0.00% | – | |
CENNTRO ELECTRIC GROUP LIMIT | $147 | -85.3% | 334 | 0.0% | 0.00% | – | ||
ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -4 | -100.0% | 0.00% | – |
CNP | Exit | CENTERPOINT ENERGY INC | $0 | – | -16 | -100.0% | 0.00% | – |
LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -11 | -100.0% | 0.00% | – |
RJF | Exit | RAYMOND JAMES FINL INC | $0 | – | -9 | -100.0% | 0.00% | – |
ACWI | ISHARES TRmsci acwi etf | $509 | -49.1% | 6 | 0.0% | 0.00% | – | |
XP | Exit | XP INCcl a | $0 | – | -5 | -100.0% | 0.00% | – |
AJG | Exit | GALLAGHER ARTHUR J & CO | $0 | – | -3 | -100.0% | 0.00% | – |
VMW | Exit | VMWARE INC | $0 | – | -10 | -100.0% | 0.00% | – |
WIT | Exit | WIPRO LTDspon adr 1 sh | $0 | – | -219 | -100.0% | 0.00% | – |
ALC | Exit | ALCON AG | $0 | – | -8 | -100.0% | 0.00% | – |
RCI | Exit | ROGERS COMMUNICATIONS INCcl b | $0 | – | -23 | -100.0% | 0.00% | – |
ARE | Exit | ALEXANDRIA REAL ESTATE EQ IN | $0 | – | -9 | -100.0% | 0.00% | – |
ITUB | Exit | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $0 | – | -256 | -100.0% | 0.00% | – |
LEA | Exit | LEAR CORP | $0 | – | -3 | -100.0% | 0.00% | – |
AYX | Exit | ALTERYX INC | $0 | – | -7 | -100.0% | 0.00% | – |
HUN | Exit | HUNTSMAN CORP | $0 | – | -25 | -100.0% | 0.00% | – |
Exit | PROSHARES TRshort bitcoin | $0 | – | -15 | -100.0% | 0.00% | – | |
MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -5 | -100.0% | 0.00% | – |
EQH | Exit | EQUITABLE HLDGS INC | $0 | – | -19 | -100.0% | 0.00% | – |
PHG | Exit | KONINKLIJKE PHILIPS N V | $0 | – | -27 | -100.0% | 0.00% | – |
RGEN | Exit | REPLIGEN CORP | $0 | – | -3 | -100.0% | 0.00% | – |
PVH | Exit | PVH CORPORATION | $0 | – | -20 | -100.0% | 0.00% | – |
APPS | Exit | DIGITAL TURBINE INC | $0 | – | -75 | -100.0% | 0.00% | – |
UP | Exit | WHEELS UP EXPERIENCE INC | $0 | – | -125 | -100.0% | 0.00% | – |
HES | Exit | HESS CORP | $0 | – | -12 | -100.0% | 0.00% | – |
DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -23 | -100.0% | 0.00% | – |
CWH | Exit | CAMPING WORLD HLDGS INCcl a | $0 | – | -50 | -100.0% | 0.00% | – |
A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -10 | -100.0% | 0.00% | – |
SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -3 | -100.0% | 0.00% | – |
FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -18 | -100.0% | 0.00% | – |
MELI | Exit | MERCADOLIBRE INC | $0 | – | -2 | -100.0% | 0.00% | – |
CSGP | Exit | COSTAR GROUP INC | $0 | – | -20 | -100.0% | 0.00% | – |
WLTW | Exit | WILLIS TOWERS WATSON PLC LTD | $0 | – | -3 | -100.0% | 0.00% | – |
LOGI | Exit | LOGITECH INTL S A | $0 | – | -24 | -100.0% | 0.00% | – |
STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -4 | -100.0% | 0.00% | – |
SENS | Exit | SENSEONICS HLDGS INC | $0 | – | -5 | -100.0% | 0.00% | – |
SSNC | Exit | SS&C TECHNOLOGIES HLDGS INC | $0 | – | -13 | -100.0% | 0.00% | – |
HUT | Exit | HUT 8 MNG CORP | $0 | – | -1,100 | -100.0% | 0.00% | – |
ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -5 | -100.0% | 0.00% | – |
BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -27 | -100.0% | 0.00% | – |
PAG | Exit | PENSKE AUTOMOTIVE GRP INC | $0 | – | -6 | -100.0% | 0.00% | – |
HII | Exit | HUNTINGTON INGALLS INDS INC | $0 | – | -3 | -100.0% | 0.00% | – |
ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -9 | -100.0% | 0.00% | – |
DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -5 | -100.0% | 0.00% | – |
XRAY | Exit | DENTSPLY SIRONA INC | $0 | – | -7 | -100.0% | 0.00% | – |
UPST | Exit | UPSTART HLDGS INC | $0 | – | -24 | -100.0% | 0.00% | – |
CNS | Exit | COHEN & STEERS INC | $0 | – | -40 | -100.0% | -0.00% | – |
AVY | Exit | AVERY DENNISON CORP | $0 | – | -14 | -100.0% | -0.00% | – |
TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -9 | -100.0% | -0.00% | – |
FRC | Exit | FIRST REP BK SAN FRANCISCO C | $0 | – | -20 | -100.0% | -0.00% | – |
CNC | Exit | CENTENE CORP DEL | $0 | – | -24 | -100.0% | -0.00% | – |
AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -37 | -100.0% | -0.00% | – |
VUZI | Exit | VUZIX CORP | $0 | – | -270 | -100.0% | -0.00% | – |
BKR | Exit | BAKER HUGHES COMPANYcl a | $0 | – | -72 | -100.0% | -0.00% | – |
VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -23 | -100.0% | -0.00% | – |
IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -41 | -100.0% | -0.00% | – |
PUK | Exit | PRUDENTIAL PLCadr | $0 | – | -121 | -100.0% | -0.00% | – |
NDAQ | Exit | NASDAQ INC | $0 | – | -15 | -100.0% | -0.00% | – |
CFG | Exit | CITIZENS FINL GROUP INC | $0 | – | -92 | -100.0% | -0.00% | – |
WHR | Exit | WHIRLPOOL CORP | $0 | – | -14 | -100.0% | -0.00% | – |
JLL | Exit | JONES LANG LASALLE INC | $0 | – | -17 | -100.0% | -0.00% | – |
KMX | Exit | CARMAX INC | $0 | – | -34 | -100.0% | -0.00% | – |
ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -15 | -100.0% | -0.00% | – |
HOLX | Exit | HOLOGIC INC | $0 | – | -38 | -100.0% | -0.00% | – |
USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -63 | -100.0% | -0.00% | – |
IDXX | Exit | IDEXX LABS INC | $0 | – | -5 | -100.0% | -0.00% | – |
BBY | Exit | BEST BUY INC | $0 | – | -28 | -100.0% | -0.00% | – |
DECK | Exit | DECKERS OUTDOOR CORP | $0 | – | -6 | -100.0% | -0.00% | – |
WELL | Exit | WELLTOWER INC | $0 | – | -38 | -100.0% | -0.00% | – |
HSY | Exit | HERSHEY CO | $0 | – | -8 | -100.0% | -0.00% | – |
AMN | Exit | AMN HEALTHCARE SVCS INC | $0 | – | -21 | -100.0% | -0.00% | – |
DHI | Exit | D R HORTON INC | $0 | – | -35 | -100.0% | -0.00% | – |
TALK | Exit | TALKSPACE INC | $0 | – | -1,000 | -100.0% | -0.00% | – |
FERG | Exit | FERGUSON PLC NEW | $0 | – | -22 | -100.0% | -0.00% | – |
BAX | Exit | BAXTER INTL INC | $0 | – | -43 | -100.0% | -0.00% | – |
ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -66 | -100.0% | -0.00% | – |
SYF | Exit | SYNCHRONY FINANCIAL | $0 | – | -84 | -100.0% | -0.00% | – |
BWA | Exit | BORGWARNER INC | $0 | – | -75 | -100.0% | -0.00% | – |
TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -25 | -100.0% | -0.00% | – |
RELX | Exit | RELX PLCsponsored adr | $0 | – | -180 | -100.0% | -0.00% | – |
ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -138 | -100.0% | -0.00% | – |
SONY | Exit | SONY GROUP CORPORATIONsponsored adr | $0 | – | -57 | -100.0% | -0.00% | – |
SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -10 | -100.0% | -0.00% | – |
HAS | Exit | HASBRO INC | $0 | – | -64 | -100.0% | -0.00% | – |
IBN | Exit | ICICI BANK LIMITEDadr | $0 | – | -298 | -100.0% | -0.00% | – |
EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -45 | -100.0% | -0.00% | – |
HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -113 | -100.0% | -0.00% | – |
CDW | Exit | CDW CORP | $0 | – | -24 | -100.0% | -0.00% | – |
HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -337 | -100.0% | -0.00% | – |
PCY | Exit | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $0 | – | -194 | -100.0% | -0.00% | – |
OC | Exit | OWENS CORNING NEW | $0 | – | -60 | -100.0% | -0.00% | – |
IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -75 | -100.0% | -0.00% | – |
TU | Exit | TELUS CORPORATION | $0 | – | -195 | -100.0% | -0.00% | – |
SE | Exit | SEA LTDsponsord ads | $0 | – | -63 | -100.0% | -0.00% | – |
DFS | Exit | DISCOVER FINL SVCS | $0 | – | -66 | -100.0% | -0.00% | – |
BP | Exit | BP PLCsponsored adr | $0 | – | -236 | -100.0% | -0.00% | – |
JBL | Exit | JABIL INC | $0 | – | -136 | -100.0% | -0.00% | – |
TIP | Exit | ISHARES TRtips bd etf | $0 | – | -62 | -100.0% | -0.00% | – |
MPC | Exit | MARATHON PETE CORP | $0 | – | -73 | -100.0% | -0.00% | – |
PRFT | Exit | PERFICIENT INC | $0 | – | -78 | -100.0% | -0.00% | – |
DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -38 | -100.0% | -0.00% | – |
SRE | Exit | SEMPRA | $0 | – | -45 | -100.0% | -0.00% | – |
VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -68 | -100.0% | -0.00% | – |
PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -58 | -100.0% | -0.00% | – |
SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -190 | -100.0% | -0.00% | – |
VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -41 | -100.0% | -0.00% | – |
JWN | Exit | NORDSTROM INC | $0 | – | -404 | -100.0% | -0.00% | – |
Exit | GENERAL ELECTRIC CO | $0 | – | -134 | -100.0% | -0.00% | – | |
AIZ | Exit | ASSURANT INC | $0 | – | -44 | -100.0% | -0.00% | – |
EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -36 | -100.0% | -0.00% | – |
BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -156 | -100.0% | -0.01% | – |
VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -279 | -100.0% | -0.01% | – |
KLAC | Exit | KLA CORP | $0 | – | -48 | -100.0% | -0.01% | – |
NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -339 | -100.0% | -0.01% | – |
TNA | Exit | DIREXION SHS ETF TRdly smcap bull3x | $0 | – | -500 | -100.0% | -0.01% | – |
QLTA | Exit | ISHARES TRa rate cp bd etf | $0 | – | -385 | -100.0% | -0.01% | – |
NULG | Exit | NUSHARES ETF TRnuveen esg lrgcp | $0 | – | -550 | -100.0% | -0.01% | – |
ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -962 | -100.0% | -0.02% | – |
QTEC | Exit | FIRST TR NASDAQ 100 TECH IND | $0 | – | -334 | -100.0% | -0.02% | – |
EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -707 | -100.0% | -0.02% | – |
GSK | Exit | GSK PLCsponsored adr | $0 | – | -1,216 | -100.0% | -0.03% | – |
CDK | Exit | CDK GLOBAL INC | $0 | – | -1,039 | -100.0% | -0.03% | – |
NULV | Exit | NUSHARES ETF TRnuveen esg lrgvl | $0 | – | -1,835 | -100.0% | -0.03% | – |
ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -1,052 | -100.0% | -0.03% | – |
QDF | Exit | FLEXSHARES TRqualt divd idx | $0 | – | -1,675 | -100.0% | -0.04% | – |
VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -2,522 | -100.0% | -0.06% | – |
Exit | PROSHARES TRultrapro sht qqq | $0 | – | -3,000 | -100.0% | -0.09% | – | |
BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -2,025 | -100.0% | -0.09% | – |
Exit | FRANKLIN BSP RLTY TR INC | $0 | – | -14,070 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-31
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.