BELLEVUE ASSET MANAGEMENT, LLC - Q4 2020 holdings

$163 Million is the total value of BELLEVUE ASSET MANAGEMENT, LLC's 640 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 16.8% .

 Value Shares↓ Weighting
MSFT SellMICROSOFT CORP$40,768,000
+8.8%
174,777
-1.9%
24.95%
-4.8%
AAPL SellAPPLE INC$10,157,000
+22.5%
71,189
-0.6%
6.22%
+7.2%
SBUX SellSTARBUCKS CORP$10,141,000
+18.9%
97,834
-1.5%
6.20%
+4.0%
LMBS BuyFIRST TR EXCH-TRADED FD IIIfst low oppt etf$6,522,000
+1.6%
126,645
+2.0%
3.99%
-11.0%
JHMT BuyJOHN HANCOCK EXCHANGE TRADEDmultifactor te$4,342,000
+44.0%
52,636
+15.2%
2.66%
+26.0%
JPUS BuyJP MORGAN EXCHANGE-TRADED Fjpmorgan diver$4,069,000
+39.8%
47,293
+20.2%
2.49%
+22.4%
AMZN BuyAMAZON COM INC$3,820,000
+7.5%
1,147
+1.7%
2.34%
-5.9%
FNX BuyFIRST TR MID CAP CORE ALPHAD$3,719,000
+54.2%
42,148
+15.2%
2.28%
+35.0%
LRGF BuyISHARES TRmsci usa multift$3,220,000
+37.4%
82,258
+16.5%
1.97%
+20.2%
ABT SellABBOTT LABS$3,044,000
+4.8%
26,571
-0.4%
1.86%
-8.2%
COST SellCOSTCO WHSL CORP NEW$3,032,000
+0.2%
8,322
-2.3%
1.86%
-12.3%
QLV BuyFLEXSHARES TRus qt lw vlty$2,923,000
+42.7%
62,641
+29.7%
1.79%
+24.8%
INTC BuyINTEL CORP$2,895,000
+13.5%
51,921
+5.4%
1.77%
-0.7%
JHMH BuyJOHN HANCOCK EXCHANGE TRADEDmultifactor he$2,783,000
+28.4%
61,357
+13.0%
1.70%
+12.4%
FXO BuyFIRST TR EXCHANGE TRADED FDfinls alphadex$2,704,000
+64.8%
74,528
+15.2%
1.66%
+44.3%
VGT SellVANGUARD WORLD FDSinf tech etf$2,587,000
+1.9%
7,060
-13.4%
1.58%
-10.8%
JPIN BuyJP MORGAN EXCHANGE-TRADED Fdiv rtn int eq$2,294,000
+27.6%
37,929
+8.9%
1.40%
+11.7%
WRB SellBERKLEY W R CORP$2,138,000
-6.8%
32,500
-13.3%
1.31%
-18.4%
PXF BuyINVESCO EXCH TRADED FD TR IIftse rafi dev$2,111,000
+33.4%
47,868
+7.2%
1.29%
+16.8%
JHCS BuyJOHN HANCOCK EXCHANGE TRADEDmltdctr media$2,072,000
+55.4%
57,265
+29.1%
1.27%
+36.1%
FXG BuyFIRST TR EXCHANGE TRADED FDconsumr staple$2,033,000
+19.9%
37,936
+7.5%
1.24%
+4.9%
CSCO SellCISCO SYS INC$1,946,000
+14.4%
43,137
-0.1%
1.19%
+0.2%
AMGN  AMGEN INC$1,920,000
+0.8%
7,4970.0%1.18%
-11.8%
FTSM SellFIRST TR EXCHANGE-TRADED FDfirst tr enh new$1,592,000
-27.0%
26,521
-27.0%
0.97%
-36.1%
VCR SellVANGUARD WORLD FDSconsum dis etf$1,483,000
+10.5%
5,042
-11.8%
0.91%
-3.3%
BMY SellBRISTOL-MYERS SQUIBB CO$1,434,000
+7.4%
21,945
-0.9%
0.88%
-6.0%
TSLA BuyTESLA INC$1,368,000
+110.1%
1,548
+2.0%
0.84%
+84.0%
ADBE BuyADOBE SYSTEMS INCORPORATED$1,265,000
-3.2%
2,669
+0.1%
0.77%
-15.3%
VHT SellVANGUARD WORLD FDShealth car etf$1,036,000
-2.4%
4,393
-15.6%
0.63%
-14.6%
GOOGL SellALPHABET INCcap stk cl a$940,000
+21.4%
494
-6.4%
0.58%
+6.3%
GOOG  ALPHABET INCcap stk cl c$874,000
+30.1%
4570.0%0.54%
+13.8%
JPM SellJPMORGAN CHASE & CO$757,000
+35.9%
5,737
-0.8%
0.46%
+19.0%
FXR SellFIRST TR EXCHANGE TRADED FDindls prod dur$755,000
-0.1%
14,641
-20.7%
0.46%
-12.7%
IYF BuyISHARES TRu.s. finls etf$727,000
-3.8%
10,808
+62.3%
0.44%
-15.9%
V  VISA INC$714,000
+0.8%
3,5400.0%0.44%
-11.7%
VTI SellVANGUARD INDEX FDStotal stk mkt$709,000
+17.2%
3,521
-1.0%
0.43%
+2.6%
FNDB SellSCHWAB STRATEGIC TRschwab fdt us bm$694,000
+10.0%
14,747
-10.9%
0.42%
-3.6%
ADPT  ADAPTIVE BIOTECHNOLOGIES$671,000
+32.3%
10,4250.0%0.41%
+16.1%
SCHD SellSCHWAB STRATEGIC TRus dividend eq$630,000
+18.0%
9,580
-0.7%
0.38%
+3.2%
BA SellBOEING CO$543,000
+14.3%
2,677
-6.8%
0.33%0.0%
CMCSA  COMCAST CORP NEWcl a$539,000
+6.1%
10,9770.0%0.33%
-7.0%
DIS SellDISNEY WALT CO$532,000
+32.7%
3,135
-3.1%
0.33%
+16.4%
PCAR SellPACCAR INC$519,000
-29.5%
5,485
-36.5%
0.32%
-38.3%
DVY SellISHARES TRselect divid etf$501,000
+13.3%
5,018
-7.5%
0.31%
-0.6%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$499,000
-12.6%
1,903
-2.1%
0.30%
-23.6%
SPY SellSPDR S&P 500 ETF TRtr unit$467,000
+14.5%
1,214
-0.3%
0.29%
+0.4%
NKE  NIKE INCcl b$460,000
+8.5%
3,3800.0%0.28%
-5.1%
HD SellHOME DEPOT INC$435,000
-2.9%
1,539
-4.6%
0.27%
-15.0%
PG  PROCTER AND GAMBLE CO$392,000
-4.6%
2,9550.0%0.24%
-16.4%
T SellAT&T INC$385,000
+1.9%
13,163
-0.8%
0.24%
-10.6%
PLTR NewPALANTIR TECHNOLOGIES INCcl a$356,00010,000
+100.0%
0.22%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$353,000
-3.0%
1,520
-11.0%
0.22%
-15.0%
JNJ SellJOHNSON & JOHNSON$301,000
+11.9%
1,758
-2.7%
0.18%
-2.1%
BAC SellBK OF AMERICA CORP$291,000
+23.3%
9,360
-4.6%
0.18%
+7.9%
PEP SellPEPSICO INC$283,000
-7.5%
2,010
-9.0%
0.17%
-19.2%
LRCX  LAM RESEARCH CORP$279,000
+68.1%
4990.0%0.17%
+47.4%
PM BuyPHILIP MORRIS INTL INC$274,000
+8.7%
3,367
+0.0%
0.17%
-4.5%
SCHX SellSCHWAB STRATEGIC TRus lrg cap etf$269,000
+15.9%
2,870
-0.1%
0.16%
+1.9%
FVD SellFIRST TR VALUE LINE DIVID IN$270,000
+2.3%
7,600
-9.4%
0.16%
-10.8%
QCOM  QUALCOMM INC$261,000
+37.4%
1,6150.0%0.16%
+20.3%
SCHO  SCHWAB STRATEGIC TRsht tm us tres$258,000
-0.4%
5,0210.0%0.16%
-12.7%
PTF SellINVESCO EXCHANGE TRADED FD Tdwa technology$243,000
+22.7%
1,599
-11.1%
0.15%
+8.0%
UPS SellUNITED PARCEL SERVICE INCcl b$239,000
-6.6%
1,481
-3.6%
0.15%
-18.4%
LUV NewSOUTHWEST AIRLS CO$236,0005,129
+100.0%
0.14%
GE  GENERAL ELECTRIC CO$231,000
+84.8%
20,0000.0%0.14%
+62.1%
FDX SellFEDEX CORP$230,000
-6.9%
914
-7.0%
0.14%
-18.5%
NFLX SellNETFLIX INC$222,000
-18.4%
393
-27.6%
0.14%
-28.4%
OMER  OMEROS CORP$214,000
+92.8%
11,0110.0%0.13%
+67.9%
MA SellMASTERCARD INCORPORATEDcl a$212,000
-16.5%
650
-13.3%
0.13%
-27.0%
DTN SellWISDOMTREE TRus divid ex fncl$202,0000.0%2,346
-12.5%
0.12%
-12.1%
VZ SellVERIZON COMMUNICATIONS INC$201,000
-6.9%
3,535
-2.6%
0.12%
-18.5%
VYM SellVANGUARD WHITEHALL FDS INChigh div yld$193,000
-1.5%
2,051
-15.4%
0.12%
-13.9%
CVX SellCHEVRON CORP NEW$183,000
+20.4%
2,029
-4.2%
0.11%
+5.7%
MAS  MASCO CORP$179,000
+1.7%
3,1990.0%0.11%
-10.6%
MDLZ  MONDELEZ INTL INCcl a$173,000
-1.1%
3,0450.0%0.11%
-13.1%
UNP  UNION PAC CORP$172,000
+3.0%
8500.0%0.10%
-10.3%
FDL  FIRST TR MORNINGSTAR DIVID L$171,000
+15.5%
5,6940.0%0.10%
+1.9%
MRK BuyMERCK & CO INC$170,000
-2.9%
2,107
+0.1%
0.10%
-14.8%
HRL  HORMEL FOODS CORP$170,000
-3.4%
3,6060.0%0.10%
-15.4%
JWN BuyNORDSTROM INC$167,000
+227.5%
4,307
+0.1%
0.10%
+183.3%
FISV  FISERV INC$166,000
+4.4%
1,5400.0%0.10%
-8.1%
PTH SellINVESCO EXCHANGE TRADED FD Tdwa healthcare$162,000
+11.0%
945
-12.1%
0.10%
-2.9%
ORCL  ORACLE CORP$160,000
+2.6%
2,6090.0%0.10%
-10.1%
KO SellCOCA COLA CO$156,000
-11.4%
3,168
-11.1%
0.10%
-22.8%
KLAC SellKLA CORP$155,000
+34.8%
501
-15.8%
0.10%
+18.8%
MO SellALTRIA GROUP INC$153,000
-1.9%
3,637
-9.8%
0.09%
-13.8%
VMW SellVMWARE INC$151,000
-28.8%
1,101
-25.4%
0.09%
-37.8%
DHR SellDANAHER CORPORATION$151,000
-23.7%
636
-30.9%
0.09%
-33.3%
LHX  L3HARRIS TECHNOLOGIES INC$150,000
+7.1%
8230.0%0.09%
-6.1%
RTX  RAYTHEON TECHNOLOGIES CORP$149,000
+18.3%
2,1820.0%0.09%
+3.4%
FNDX SellSCHWAB STRATEGIC TRschwab fdt us lg$147,000
-13.5%
3,107
-29.2%
0.09%
-24.4%
FPE  FIRST TR EXCH TRADED FD IIIpfd secs inc etf$144,000
+5.9%
7,0970.0%0.09%
-7.4%
PPA SellINVESCO EXCHANGE TRADED FD Taerospace defn$142,000
+8.4%
2,100
-10.6%
0.09%
-5.4%
IYE SellISHARES TRu.s. energy etf$138,000
+8.7%
6,234
-21.6%
0.08%
-5.6%
COLB SellCOLUMBIA BKG SYS INC$138,000
-71.5%
3,302
-83.7%
0.08%
-75.1%
FBHS  FORTUNE BRANDS HOME & SEC IN$136,000
+3.0%
1,5300.0%0.08%
-9.8%
EFA SellISHARES TRmsci eafe etf$135,000
-2.9%
1,801
-17.5%
0.08%
-14.4%
PGX SellINVESCO EXCH TRADED FD TR IIpfd etf$136,000
+0.7%
9,087
-1.0%
0.08%
-11.7%
NOK  NOKIA CORPsponsored adr$129,000
+21.7%
27,0470.0%0.08%
+6.8%
GIS BuyGENERAL MLS INC$128,000
-5.9%
2,201
+0.0%
0.08%
-17.9%
MCD  MCDONALDS CORP$128,000
-3.0%
6000.0%0.08%
-15.2%
PRN SellINVESCO EXCHANGE TRADED FD Tdwa indls mumt$123,000
+25.5%
1,195
-6.6%
0.08%
+8.7%
ITA BuyISHARES TRus aer def etf$121,000
+17.5%
1,300
+100.0%
0.07%
+2.8%
DE  DEERE & CO$119,000
+33.7%
4000.0%0.07%
+17.7%
PFI SellINVESCO EXCHANGE TRADED FD Tdwa finl mumt$119,000
+12.3%
2,667
-6.3%
0.07%
-1.4%
TGT  TARGET CORP$109,000
+19.8%
5790.0%0.07%
+4.7%
HSY  HERSHEY CO$110,000
+1.9%
7500.0%0.07%
-11.8%
UTF SellCOHEN & STEERS INFRASTRUCTUR$108,000
+9.1%
4,028
-9.8%
0.07%
-4.3%
ZBH BuyZIMMER BIOMET HOLDINGS INC$108,000
+17.4%
680
+0.7%
0.07%
+3.1%
LLY  LILLY ELI & CO$106,000
+43.2%
5000.0%0.06%
+25.0%
NVDA SellNVIDIA CORPORATION$103,000
-1.0%
191
-0.5%
0.06%
-13.7%
PFE SellPFIZER INC$100,000
-17.4%
2,680
-18.7%
0.06%
-28.2%
VNQ  VANGUARD INDEX FDSreal estate etf$99,0000.0%1,2600.0%0.06%
-11.6%
ZM  ZOOM VIDEO COMMUNICATIONS INcl a$100,000
-18.0%
2600.0%0.06%
-28.2%
VIG  VANGUARD SPECIALIZED FUNDSdiv app etf$99,000
+10.0%
7000.0%0.06%
-3.2%
LOW  LOWES COS INC$97,000
+5.4%
5560.0%0.06%
-7.8%
LSI SellLIFE STORAGE INC$96,000
+10.3%
775
-6.1%
0.06%
-3.3%
XBI  SPDR SER TRs&p biotech$94,000
+40.3%
6030.0%0.06%
+23.4%
PSA  PUBLIC STORAGE$93,000
+2.2%
4100.0%0.06%
-10.9%
EXPD  EXPEDITORS INTL WASH INC$91,000
+4.6%
9610.0%0.06%
-8.2%
CVS BuyCVS HEALTH CORP$92,000
+26.0%
1,253
+0.1%
0.06%
+9.8%
PSL SellINVESCO EXCHANGE TRADED FD Tdwa staples$92,000
+7.0%
1,024
-10.1%
0.06%
-6.7%
WY  WEYERHAEUSER CO MTN BE$91,000
+16.7%
2,7300.0%0.06%
+1.8%
LIT  GLOBAL X FDSlithium btry etf$86,000
+79.2%
1,2000.0%0.05%
+55.9%
DUK SellDUKE ENERGY CORP NEW$86,000
-3.4%
933
-7.1%
0.05%
-14.5%
VTR SellVENTAS INC$86,000
-2.3%
1,800
-14.3%
0.05%
-14.5%
FB SellFACEBOOK INCcl a$85,0000.0%299
-7.4%
0.05%
-11.9%
IVV  ISHARES TRcore s&p 500 etf$85,000
+14.9%
2200.0%0.05%0.0%
EMLP SellFIRST TR EXCHANGE-TRADED FDno amer energy$85,000
-27.4%
3,893
-36.4%
0.05%
-36.6%
XLK  SELECT SECTOR SPDR TRtechnology$83,000
+15.3%
6200.0%0.05%
+2.0%
VPU  VANGUARD WORLD FDSutilities etf$83,000
+7.8%
6000.0%0.05%
-5.6%
PWC  INVESCO EXCHANGE TRADED FD Tdynmc mkt etf$83,000
+22.1%
7250.0%0.05%
+6.2%
EMR  EMERSON ELEC CO$78,000
+25.8%
9500.0%0.05%
+11.6%
KARS  KRANESHARES TRelec veh futur$78,000
+52.9%
1,7250.0%0.05%
+33.3%
WAFD  WASHINGTON FED INC$77,000
+35.1%
2,7400.0%0.05%
+17.5%
GS  GOLDMAN SACHS GROUP INC$77,000
+40.0%
2750.0%0.05%
+23.7%
VAW  VANGUARD WORLD FDSmaterials etf$76,000
+18.8%
4750.0%0.05%
+4.4%
PTON BuyPELOTON INTERACTIVE INC$76,000
+660.0%
500
+400.0%
0.05%
+571.4%
UNH  UNITEDHEALTH GROUP INC$77,000
+11.6%
2220.0%0.05%
-2.1%
CI  CIGNA CORP NEW$76,000
+26.7%
3490.0%0.05%
+11.9%
KMB BuyKIMBERLY-CLARK CORP$77,000
+10.0%
575
+21.1%
0.05%
-4.1%
ICE  INTERCONTINENTAL EXCHANGE IN$73,000
+12.3%
6500.0%0.04%0.0%
AXON SellAXON ENTERPRISE INC$73,000
+82.5%
421
-5.4%
0.04%
+60.7%
PEZ SellINVESCO EXCHANGE TRADED FD Tdwa cyclicals$73,000
+19.7%
835
-13.0%
0.04%
+4.7%
ABC  AMERISOURCEBERGEN CORP$70,000
+11.1%
6500.0%0.04%
-2.3%
FDD SellFIRST TR STOXX EUROPEAN SELE$71,000
+24.6%
5,348
-3.3%
0.04%
+7.5%
AMAT  APPLIED MATLS INC$70,000
+79.5%
6540.0%0.04%
+59.3%
GILD BuyGILEAD SCIENCES INC$71,000
+12.7%
1,052
+5.2%
0.04%
-2.3%
OSTK  OVERSTOCK COM INC DEL$68,000
+9.7%
8500.0%0.04%
-2.3%
GLD  SPDR GOLD TR$67,000
-1.5%
3850.0%0.04%
-14.6%
ACN  ACCENTURE PLC IRELAND$66,000
+11.9%
2610.0%0.04%
-2.4%
GSBD NewGOLDMAN SACHS BDC INC$64,0003,539
+100.0%
0.04%
JHMC SellJOHN HANCOCK EXCHANGE TRADEDmultifactor co$62,000
-3.1%
1,288
-21.7%
0.04%
-15.6%
XOM SellEXXON MOBIL CORP$60,000
-11.8%
1,300
-34.4%
0.04%
-22.9%
VBK  VANGUARD INDEX FDSsml cp grw etf$59,000
+34.1%
2050.0%0.04%
+16.1%
NSC  NORFOLK SOUTHN CORP$58,000
+13.7%
2400.0%0.04%
-2.8%
SO BuySOUTHERN CO$58,000
+9.4%
973
+0.3%
0.04%
-5.4%
KHC  KRAFT HEINZ CO$55,000
+12.2%
1,6290.0%0.03%0.0%
CERN  CERNER CORP$55,000
+10.0%
6900.0%0.03%
-2.9%
CARR SellCARRIER GLOBAL CORPORATION$54,000
-6.9%
1,432
-24.2%
0.03%
-19.5%
DDWM SellWISDOMTREE TRcurrncy int eq$53,000
+6.0%
1,829
-7.0%
0.03%
-8.6%
EXPE  EXPEDIA GROUP INC$53,000
+43.2%
4000.0%0.03%
+23.1%
WFC SellWELLS FARGO CO NEW$52,000
+26.8%
1,648
-5.7%
0.03%
+10.3%
GSK SellGLAXOSMITHKLINE PLCsponsored adr$53,000
-5.4%
1,365
-8.0%
0.03%
-17.9%
MYI  BLACKROCK MUNIYIELD QUALITY$53,000
+6.0%
3,7300.0%0.03%
-8.6%
HNDL BuySTRATEGY SHSns 7handl idx$51,000
+18.6%
2,011
+14.9%
0.03%
+3.3%
JHML  JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap$51,000
+15.9%
1,0500.0%0.03%0.0%
JHMM  JOHN HANCOCK EXCHANGE TRADEDmultifactor mi$50,000
+25.0%
1,0650.0%0.03%
+10.7%
TMO  THERMO FISHER SCIENTIFIC INC$50,000
+16.3%
970.0%0.03%
+3.3%
USB  US BANCORP DEL$51,000
+24.4%
1,1300.0%0.03%
+6.9%
ARCC  ARES CAPITAL CORP$50,000
+25.0%
2,8760.0%0.03%
+10.7%
CL SellCOLGATE PALMOLIVE CO$51,000
-17.7%
650
-18.8%
0.03%
-27.9%
RQI SellCOHEN & STEERS QUALITY INCOM$49,000
-5.8%
3,962
-15.6%
0.03%
-16.7%
NOC  NORTHROP GRUMMAN CORP$48,000
-5.9%
1630.0%0.03%
-19.4%
AVA  AVISTA CORP$48,000
+14.3%
1,2360.0%0.03%0.0%
MUB  ISHARES TRnational mun etf$47,000
+2.2%
4000.0%0.03%
-9.4%
HFWA  HERITAGE FINL CORP WASH$47,000
+38.2%
1,8750.0%0.03%
+20.8%
DEO SellDIAGEO P L Cspon adr new$47,000
-39.7%
292
-48.5%
0.03%
-47.3%
PANW  PALO ALTO NETWORKS INC$47,000
+46.9%
1300.0%0.03%
+31.8%
XAR  SPDR SER TRaerospace def$48,000
+37.1%
4000.0%0.03%
+20.8%
OTIS SellOTIS WORLDWIDE CORP$45,000
-23.7%
716
-24.2%
0.03%
-31.7%
ANSS  ANSYS INC$45,000
+9.8%
1240.0%0.03%
-3.4%
ROL BuyROLLINS INC$46,0000.0%1,269
+50.0%
0.03%
-12.5%
XLV  SELECT SECTOR SPDR TRsbi healthcare$46,000
+12.2%
3910.0%0.03%
-3.4%
VOO  VANGARD INDEX FDS$44,000
+15.8%
1250.0%0.03%0.0%
HYS  PIMCO ETF TR0-5 high yield$43,000
+4.9%
4400.0%0.03%
-10.3%
CACI  CACI INTL INCcl a$43,000
+19.4%
1680.0%0.03%
+4.0%
IRBT  IROBOT CORP$42,000
+50.0%
3650.0%0.03%
+30.0%
PFF BuyISHARES TRpfd and incm sec$42,000
+5.0%
1,102
+0.2%
0.03%
-7.1%
MSCI  MSCI INC$42,000
+10.5%
1050.0%0.03%
-3.7%
SPSC  SPS COMMERCE INC$43,000
+38.7%
4000.0%0.03%
+18.2%
SSNC  SS&C TECHNOLOGIES HLDGS INC$42,000
+10.5%
6280.0%0.03%
-3.7%
SYK  STRYKER CORPORATION$43,000
+13.2%
1800.0%0.03%
-3.7%
VUG  VANGUARD INDEX FDSgrowth etf$42,000
+16.7%
1600.0%0.03%
+4.0%
SCHR  SCHWAB STRATEGIC TRintrm trm tres$41,000
-2.4%
7150.0%0.02%
-13.8%
DGRO  ISHARES TRcore div grwth$39,000
+14.7%
8500.0%0.02%0.0%
BIDU BuyBAIDU INCspon adr rep a$39,000
+116.7%
157
+12.9%
0.02%
+84.6%
ARW  ARROW ELECTRS INC$39,000
+34.5%
3720.0%0.02%
+20.0%
SHM  SPDR SER TRnuveen blmbrg sr$40,0000.0%8000.0%0.02%
-14.3%
TXN  TEXAS INSTRS INC$40,000
+21.2%
2330.0%0.02%
+4.3%
LMT  LOCKHEED MARTIN CORP$37,000
-11.9%
1100.0%0.02%
-20.7%
JHMU SellJOHN HANCOCK EXCHANGE TRADEDmltfactr utils$38,000
-24.0%
1,237
-26.9%
0.02%
-34.3%
PNW SellPINNACLE WEST CAP CORP$37,000
-21.3%
483
-23.7%
0.02%
-30.3%
IJH  ISHARES TRcore s&p mcp etf$37,000
+32.1%
1500.0%0.02%
+15.0%
MMS  MAXIMUS INC$37,000
+12.1%
4770.0%0.02%0.0%
CM  CANADIAN IMP BK COMM$38,000
+15.2%
4350.0%0.02%0.0%
PID SellINVESCO EXCHANGE TRADED FD Tintl divi achi$38,000
+15.2%
2,340
-10.5%
0.02%0.0%
EMD SellWESTERN ASSET EMERGING MKTS$37,000
-9.8%
2,715
-18.3%
0.02%
-20.7%
O  REALTY INCOME CORP$36,0000.0%5960.0%0.02%
-12.0%
PYZ SellINVESCO EXCHANGE TRADED FD Tdwa basic matl$36,000
-26.5%
490
-44.8%
0.02%
-35.3%
ROBO BuyEXCHANGE TRADED CONCEPTS TRrobo glb etf$36,000
+50.0%
541
+8.2%
0.02%
+29.4%
AXP  AMERICAN EXPRESS CO$35,000
+16.7%
3000.0%0.02%0.0%
ADP  AUTOMATIC DATA PROCESSING$34,000
+17.2%
2050.0%0.02%
+5.0%
CAT  CATERPILLAR INC DEL$34,000
+25.9%
1830.0%0.02%
+10.5%
HDV  ISHARES TRcore high dv etf$34,000
+13.3%
3750.0%0.02%0.0%
SPHD BuyINVESCO EXCH TRADED FD TR IIs&p500 hdl vol$32,000
+18.5%
828
+0.4%
0.02%
+5.3%
D  DOMINION ENERGY INC$33,000
-8.3%
4500.0%0.02%
-20.0%
SCHG  SCHWAB STRATEGIC TRus lcap gr etf$33,000
+13.8%
2500.0%0.02%0.0%
HON BuyHONEYWELL INTL INC$33,000
+106.2%
162
+62.0%
0.02%
+81.8%
KKR SellKKR & CO INC$33,000
+13.8%
838
-0.8%
0.02%0.0%
MFC  MANULIFE FINL CORP$32,000
+33.3%
1,6960.0%0.02%
+17.6%
SLV BuyISHARES SILVER TRishares$32,000
+88.2%
1,353
+72.4%
0.02%
+66.7%
IAU  ISHARES GOLD TRUSTishares$33,0000.0%1,8620.0%0.02%
-13.0%
PUI SellINVESCO EXCHANGE TRADED FD Tdwa utils mumt$31,000
-29.5%
974
-34.1%
0.02%
-38.7%
DISH  DISH NETWORK CORPORATIONcl a$31,000
+6.9%
1,0000.0%0.02%
-5.0%
SCHW  SCHWAB CHARLES CORP$31,000
+63.2%
5380.0%0.02%
+46.2%
SCHZ  SCHWAB STRATEGIC TRus aggregate b$31,0000.0%5530.0%0.02%
-13.6%
MDIV BuyFIRST TR EXCHANGE-TRADED FDmulti asset di$31,000
+14.8%
2,007
+0.4%
0.02%0.0%
SAP  SAP SEspon adr$30,000
-14.3%
2230.0%0.02%
-25.0%
CRM  SALESFORCE COM INC$30,000
-9.1%
1320.0%0.02%
-21.7%
VEA BuyVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$29,000
+16.0%
602
+0.3%
0.02%
+5.9%
NEA  NUVEEN AMT FREE QLTY MUN INC$30,000
+3.4%
1,9880.0%0.02%
-10.0%
XLF  SELECT SECTOR SPDR TRsbi int-finl$30,000
+25.0%
1,0000.0%0.02%
+5.9%
VB  VANGUARD INDEX FDSsmall cp etf$29,000
+31.8%
1400.0%0.02%
+20.0%
LIN  LINDE PLC$30,000
+7.1%
1190.0%0.02%
-10.0%
LEO  BNY MELLON STRATEGIC MUNS IN$28,0000.0%3,3500.0%0.02%
-15.0%
IBM  INTERNATIONAL BUSINESS MACHS$27,0000.0%2250.0%0.02%
-10.5%
ITGR SellINTEGER HLDGS CORP$27,000
+28.6%
352
-2.8%
0.02%
+13.3%
ALXN  ALEXION PARMACEUTICALS INC$27,000
+42.1%
1690.0%0.02%
+30.8%
EHI  WESTERN ASSET GLOBAL HIGH IN$28,000
+7.7%
2,7000.0%0.02%
-5.6%
JAZZ  JAZZ PHARMACEUTICALS PLC$27,000
+17.4%
1580.0%0.02%
+6.2%
PGF  INVESCO EXCHANGE TRADED FD Tfinl pfd etf$27,0000.0%1,4300.0%0.02%
-10.5%
DOW  DOW INC$28,000
+16.7%
5020.0%0.02%0.0%
DOV  DOVER CORP$28,000
+16.7%
2230.0%0.02%0.0%
EPD BuyENTERPRISE PRODS PARTNERS L$27,000
+35.0%
1,266
+0.5%
0.02%
+21.4%
PAYX  PAYCHEX INC$26,000
+8.3%
2980.0%0.02%
-5.9%
CSX  CSX CORP$26,000
+13.0%
3000.0%0.02%0.0%
KTF  DWS MUN INCOME TR$26,000
+4.0%
2,2250.0%0.02%
-5.9%
TRV  TRAVELERS COMPANIES INC$26,000
+36.8%
1800.0%0.02%
+23.1%
YUM  YUM BRANDS INC$26,000
+18.2%
2460.0%0.02%
+6.7%
XLU SellSELECT SECTOR SPDR TRsbi int-utils$26,000
-42.2%
405
-46.4%
0.02%
-48.4%
IYH  ISHARES TRus hlthcare etf$26,000
+13.0%
1000.0%0.02%0.0%
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$25,000
+38.9%
466
+12.3%
0.02%
+15.4%
ENB SellENBRIDGE INC$25,000
+4.2%
729
-11.0%
0.02%
-11.8%
MMP  MAGELLAN MIDSTREAM PRTNRS LP$25,000
+31.6%
5480.0%0.02%
+15.4%
VTV BuyVANGUARD INDEX FDSvalue etf$24,000
+14.3%
201
+0.5%
0.02%0.0%
UE  URBAN EDGE PPTYS$25,000
+56.2%
1,6860.0%0.02%
+36.4%
MMM  3M CO$25,000
+8.7%
1430.0%0.02%
-6.2%
STOR  STORE CAP CORP$25,000
+19.0%
7590.0%0.02%0.0%
XLY  SELECT SECTOR SPDR TRsbi cons discr$24,000
+20.0%
1380.0%0.02%
+7.1%
NDAQ  NASDAQ INC$24,000
+14.3%
1680.0%0.02%0.0%
PEG BuyPUBLIC SVC ENTERPRISE GRP IN$23,000
+4.5%
401
+0.2%
0.01%
-6.7%
TXT  TEXTRON INC$23,000
+43.8%
4470.0%0.01%
+27.3%
BLK  BLACKROCK INC$23,000
+27.8%
320.0%0.01%
+7.7%
DKNG NewDRAFTKINGS INC$22,000405
+100.0%
0.01%
EMN  EASTMAN CHEM CO$21,000
+31.2%
2000.0%0.01%
+18.2%
ANET  ARISTA NETWORKS INC$22,000
+46.7%
730.0%0.01%
+30.0%
COP  CONOCOPHILLIPS$22,000
+29.4%
5270.0%0.01%
+8.3%
IWD  ISHARES TRrus 1000 val etf$21,000
+16.7%
1500.0%0.01%0.0%
HXL  HEXCEL CORP NEW$22,000
+37.5%
4630.0%0.01%
+18.2%
XLP SellSELECT SECTOR SPDR TRsbi cons stpls$21,000
-43.2%
324
-43.6%
0.01%
-50.0%
ETW SellEATON VANCE TAX-MANAGED GLOB$22,000
-12.0%
2,264
-23.2%
0.01%
-23.5%
RIO SellRIO TINTO PLCsponsored adr$21,000
-30.0%
260
-48.5%
0.01%
-38.1%
VER NewVEREIT INC$22,000612
+100.0%
0.01%
ODFL  OLD DOMINION FREIGHT LINE IN$21,000
+16.7%
1000.0%0.01%0.0%
FXN SellFIRST TR EXCHANGE TRADED FDenergy alphadex$22,0000.0%2,519
-36.4%
0.01%
-13.3%
EEM  ISHARES TRmsci emg mkt etf$22,000
+29.4%
3930.0%0.01%
+8.3%
FAST SellFASTENAL CO$20,000
+5.3%
421
-0.5%
0.01%
-7.7%
MJ BuyETF MANAGERS TRetfmg altr hrvst$19,000
+90.0%
1,002
+0.2%
0.01%
+71.4%
J  JACOBS ENGR GROUP INC$20,000
+17.6%
1860.0%0.01%0.0%
HAS  HASBRO INC$20,000
+11.1%
2130.0%0.01%
-7.7%
DD  DUPONT DE NEMOURS INC$20,000
+42.9%
2440.0%0.01%
+20.0%
SSD  SIMPSON MANUFACTURING CO INC$19,000
+5.6%
1890.0%0.01%
-7.7%
IWS  ISHARES TRrus mdcp val etf$20,000
+25.0%
2000.0%0.01%
+9.1%
IWR  ISHARES TRrus mid cap etf$20,000
+25.0%
2800.0%0.01%
+9.1%
BOTZ BuyGLOBAL X FDSrbtcs artfl inte$20,000
+42.9%
570
+14.0%
0.01%
+20.0%
OKE BuyONEOK INC NEW$19,000
+58.3%
457
+1.6%
0.01%
+50.0%
COLM  COLUMBIA SPORTSWEAR CO$20,000
+5.3%
2230.0%0.01%
-7.7%
VEU  VANGUARD INTL EQUITY INDEX Fallwrld ex us$18,000
+20.0%
3000.0%0.01%
+10.0%
EIX  EDISON INTL$18,000
+12.5%
3080.0%0.01%0.0%
CHTR  CHARTER COMMUNICATIONS INC Ncl a$18,000
+5.9%
270.0%0.01%
-8.3%
BIIB  BIOGEN INC$18,0000.0%650.0%0.01%
-15.4%
VTRS NewVIATRIS INC$18,0001,020
+100.0%
0.01%
PRU SellPRUDENTIAL FINL INC$18,000
-33.3%
225
-47.1%
0.01%
-42.1%
EXEL  EXELIXIS INC$17,000
-5.6%
7520.0%0.01%
-23.1%
TWLO BuyTWILIO INCcl a$16,000
+60.0%
43
+7.5%
0.01%
+42.9%
SPCE BuyVIRGIN GALACTIC HOLDINGS INC$16,000
+300.0%
400
+100.0%
0.01%
+233.3%
DDD  3-D SYS CORP DEL$17,000
+750.0%
4750.0%0.01%
+900.0%
MU  MICRON TECHNOLOGY INC$16,000
+77.8%
2000.0%0.01%
+66.7%
VCSH NewVANGUARD SCOTTSDALE FDSshrt trm corp bd$17,000200
+100.0%
0.01%
REGN  REGENERON PHARMACEUTICALS$16,0000.0%290.0%0.01%
-9.1%
TIP  ISHARES TRtips bd etf$17,000
+6.2%
1300.0%0.01%
-9.1%
WDC  WESTERN DIGITAL CORP$16,000
+45.5%
3000.0%0.01%
+25.0%
TEAM  ATLASSIAN CORP PLCcl a$17,000
+21.4%
750.0%0.01%0.0%
NVG  NUVEEN AMT FREE MUN CR INC F$16,000
+6.7%
9690.0%0.01%0.0%
XLI  SELECT SECTOR SPDR TRsbi int-inds$17,000
+13.3%
1920.0%0.01%0.0%
CAH  CARDINAL HEALTH INC$15,000
+15.4%
2710.0%0.01%0.0%
AVGO  BROADCOM INC$15,000
+25.0%
320.0%0.01%
+12.5%
BLOK  AMPLIFY ETF TRblockchain ldr$14,000
+55.6%
3750.0%0.01%
+50.0%
MUI  BLACKROCK MUNI INTER DR FD I$15,000
+7.1%
1,0200.0%0.01%
-10.0%
VIOO  VANGUARD ADMIRAL FDS INCsmllcp 600 idx$14,000
+40.0%
750.0%0.01%
+28.6%
YUMC  YUM CHINA HLDGS INC$14,000
+7.7%
2460.0%0.01%0.0%
AIG  AMERICAN INTL GROUP INC$15,000
+50.0%
3690.0%0.01%
+28.6%
TFC  TRUIST FINL CORP$15,000
+36.4%
2950.0%0.01%
+12.5%
PHO  INVESCO EXCHANGE TRADED FD Twater res etf$14,000
+16.7%
3000.0%0.01%
+12.5%
DFS NewDISCOVER FINL SVCS$15,000176
+100.0%
0.01%
ALL  ALLSTATE CORP$14,000
+16.7%
1270.0%0.01%
+12.5%
SJM  SMUCKER J M CO$15,000
+7.1%
1250.0%0.01%
-10.0%
MSI BuyMOTOROLA SOLUTIONS INC$14,000
+75.0%
82
+64.0%
0.01%
+50.0%
NIO BuyNIO INCspon ads$15,000
+650.0%
262
+178.7%
0.01%
+800.0%
ORGO  ORGANOGENESIS HLDGS INC$15,000
+150.0%
1,4330.0%0.01%
+125.0%
CTSH  COGNIZANT TECHNOLOGY SOLUTIOcl a$13,000
+8.3%
1680.0%0.01%0.0%
FXI BuyISHARES TRchina lg-cap etf$13,000
+18.2%
252
+0.8%
0.01%0.0%
DLTR  DOLLAR TREE INC$13,000
+18.2%
1200.0%0.01%0.0%
SPGI NewS&P GLOBAL INC$13,00042
+100.0%
0.01%
ATSG  AIR TRANSPORT SERVICES GRP$13,0000.0%5000.0%0.01%
-11.1%
BP  BP PLCsponsored adr$13,000
+30.0%
5820.0%0.01%
+14.3%
ADM  ARCHER DANIELS MIDLAND CO$13,000
+18.2%
2470.0%0.01%0.0%
EQR BuyEQUITY RESIDENTIALsh ben int$13,000
+30.0%
211
+12.2%
0.01%
+14.3%
PSX  PHILLIPS 66$12,000
+50.0%
1610.0%0.01%
+16.7%
CAG  CONAGRA BRANDS INC$11,0000.0%3180.0%0.01%
-12.5%
TD  TORONTO DOMINION BK ONT$12,000
+33.3%
2000.0%0.01%
+16.7%
HEWJ SellISHARES TRhdg msci japan$12,000
-50.0%
315
-57.7%
0.01%
-58.8%
HTD  HANCOCK JOHN TAX-ADVANTAGED$11,000
+10.0%
5000.0%0.01%0.0%
GD  GENERAL DYNAMICS CORP$11,000
+10.0%
750.0%0.01%0.0%
VFH  VANGUARD WORLD FDSfinancials etf$11,000
+22.2%
1500.0%0.01%
+16.7%
PXI SellINVESCO EXCHANGE TRADED FD Tdwa energy mnt$12,000
+33.3%
611
-12.8%
0.01%
+16.7%
RDOG  ALPS ETF TRreit divide dogs$11,000
+22.2%
2650.0%0.01%
+16.7%
WYNN  WYNN RESORTS LTD$11,000
+57.1%
1000.0%0.01%
+40.0%
ALK  ALASKA AIR GROUP INC$12,000
+50.0%
2300.0%0.01%
+16.7%
BYND  BEYOND MEAT INC$11,000
+22.2%
560.0%0.01%
+16.7%
CGC  CANOPY GROWTH CORP$12,000
+140.0%
3500.0%0.01%
+133.3%
NUAN  NUANCE COMMUNICATIONS INC$12,000
+50.0%
2500.0%0.01%
+16.7%
IVOO  VANGARD ADMIRAL FDS INCmidcp 400 idx$12,000
+33.3%
750.0%0.01%
+16.7%
AZN  ASTRAZENECA PLCsponsored adr$11,0000.0%1000.0%0.01%
-12.5%
CTVA  CORTEVA INC$11,000
+37.5%
2680.0%0.01%
+16.7%
ORI SellOLD REP INTL CORP$9,000
-40.0%
500
-50.0%
0.01%
-40.0%
UAA  UNDER ARMOUR INCcl a$9,000
+80.0%
4620.0%0.01%
+100.0%
VXUS BuyVANGUARD STAR FDSvg tl intl stk f$10,000
+25.0%
151
+0.7%
0.01%0.0%
WELL BuyWELLTOWER INC$9,000
+12.5%
151
+0.7%
0.01%0.0%
FIXD NewFIRST TR EXCHNG TRADED FD VItcw opportunis$9,000164
+100.0%
0.01%
MTCH NewMATCH GROUP INC NEW$10,00074
+100.0%
0.01%
WMT NewWALMART INC$9,00061
+100.0%
0.01%
HYG  ISHARES TRiboxx hi yd etf$9,000
+12.5%
1000.0%0.01%0.0%
IXP  ISHARES TR$9,000
+28.6%
1130.0%0.01%
+20.0%
CPB  CAMPBELL SOUP CO$10,0000.0%2000.0%0.01%
-14.3%
IGHG  PROSHARES TRinvt int rt hg$10,0000.0%1350.0%0.01%
-14.3%
EWY  ISHARES INCmsci sth kor etf$9,000
+28.6%
1000.0%0.01%
+20.0%
NLY  ANNALY CAPITAL MANAGEMENT IN$8,000
+14.3%
1,0000.0%0.01%0.0%
NSPR SellINSPIREMD INC$8,000
+60.0%
36
-2.7%
0.01%
+66.7%
NTES BuyNETEASE INCsponsored ads$8,000
+60.0%
65
+550.0%
0.01%
+66.7%
AGNC  AGNC INVT CORP$8,000
+14.3%
5000.0%0.01%0.0%
MRNA  MODERNA INC$8,000
+100.0%
500.0%0.01%
+66.7%
ONTO NewONTO INNOVATION INC$8,000136
+100.0%
0.01%
HEES SellH & E EQUIPMENT SERVICES INC$8,000
-27.3%
252
-54.2%
0.01%
-37.5%
GLW BuyCORNING INC$8,000
+33.3%
201
+0.5%
0.01%
+25.0%
ALGT SellALLEGIANT TRAVEL CO$7,000
+16.7%
39
-22.0%
0.00%0.0%
VIPS  VIPSHOP HOLDINGS LIMITEDsponsored ads a$7,000
+75.0%
2410.0%0.00%
+33.3%
PKOH  PARK-OHIO HLDGS CORP$6,000
+100.0%
2000.0%0.00%
+100.0%
WBA SellWALGREENS BOOTS ALLIANCE INC$7,000
-77.4%
150
-82.4%
0.00%
-81.8%
F  FORD MTR CO DEL$7,000
+75.0%
6090.0%0.00%
+33.3%
VSAT SellVIASAT INC$6,000
+20.0%
133
-2.9%
0.00%
+33.3%
SCHB SellSCHWAB STRATEGIC TRus brd mkt etf$7,000
-53.3%
70
-62.2%
0.00%
-60.0%
ACA BuyARCOSA INC$6,000
+100.0%
97
+29.3%
0.00%
+100.0%
VIAV BuyVIAVI SOLUTIONS INC$6,000
+50.0%
343
+0.6%
0.00%
+33.3%
VOD  VODAFONE GROUP PLC NEWsponsored adr$7,000
+40.0%
3920.0%0.00%
+33.3%
RAMP SellLIVERRAMP HLDGS INC$6,000
+50.0%
69
-5.5%
0.00%
+33.3%
SONY BuySONY CORPsponsored adr$6,000
+50.0%
64
+14.3%
0.00%
+33.3%
PNFP SellPINNACLE FINL PARTNERS INC$6,000
+50.0%
80
-30.4%
0.00%
+33.3%
SNOW NewSNOWFLAKE INCcl a$7,00026
+100.0%
0.00%
MHO BuyM/I HOMES INC$6,000
+20.0%
123
+15.0%
0.00%
+33.3%
FIVE SellFIVE BELOW INC$6,000
+20.0%
32
-11.1%
0.00%
+33.3%
SHOO SellMADDEN STEVEN LTD$6,000
+50.0%
162
-12.9%
0.00%
+33.3%
HDB SellHDFC BANK LTDsponsored ads$6,000
+20.0%
82
-15.5%
0.00%
+33.3%
MGA  MAGNA INTL INC$7,000
+75.0%
920.0%0.00%
+33.3%
CRH BuyCRH PLCadr$6,000
+50.0%
128
+13.3%
0.00%
+33.3%
LAD SellLITHIA MTRS INCcl a$6,000
+20.0%
17
-22.7%
0.00%
+33.3%
SCHA  SCHWAB STRATEGIC TRus sml cap etf$7,000
+40.0%
740.0%0.00%
+33.3%
SMTC SellSEMTECH CORP$6,000
+20.0%
78
-16.1%
0.00%
+33.3%
GWPH BuyGW PHARMACEUTICALS PLCads$7,000
+133.3%
46
+43.8%
0.00%
+100.0%
IOVA SellIOVANCE BIOTRAPEUTICS INC$6,000
+20.0%
124
-24.8%
0.00%
+33.3%
NXPI SellNXP SEMICONDUCTORS N V$6,000
+20.0%
37
-11.9%
0.00%
+33.3%
PHR SellPHREESIA INC$7,000
+133.3%
94
-12.1%
0.00%
+100.0%
AEE SellAMEREN CORP$7,000
-56.2%
100
-50.0%
0.00%
-63.6%
APTV SellAPTIV PLC$7,0000.0%54
-29.9%
0.00%
-20.0%
HE  HAWAIIAN ELEC INDUSTRIES$7,0000.0%2000.0%0.00%
-20.0%
AEO BuyAMERICAN EAGLE OUTFITTERS IN$7,000
+75.0%
318
+12.0%
0.00%
+33.3%
UA  UNDER ARMOUR INCcl c$7,000
+40.0%
4650.0%0.00%
+33.3%
HQY  HEALTHEQUITY INC$6,000
+100.0%
630.0%0.00%
+100.0%
CUB SellCUBIC CORP$6,0000.0%95
-13.6%
0.00%0.0%
ROK  ROCKWELL AUTOMATION INC$6,0000.0%250.0%0.00%0.0%
BANR  BANNER CORP$7,000
+40.0%
1420.0%0.00%
+33.3%
FTV  FORTIVE CORP$6,000
-14.3%
920.0%0.00%
-20.0%
GVA BuyGRANITE CONSTR INC$6,000
+200.0%
181
+86.6%
0.00%
+300.0%
WING BuyWINGSTOP INC$6,000
+20.0%
39
+11.4%
0.00%
+33.3%
NEO  NEOGENOMICS INC$7,000
+40.0%
1220.0%0.00%
+33.3%
LSCC SellLATTICE SEMICONDUCTOR CORP$6,0000.0%155
-30.2%
0.00%0.0%
BMO BuyBANK MONTREAL QUE$5,000
+66.7%
70
+18.6%
0.00%
+50.0%
EBS BuyEMERGENT BIOSOLUTIONS INC$5,000
+25.0%
49
+19.5%
0.00%0.0%
ETV  EATON VANCE TAX-MANAGED BUY-$5,0000.0%3330.0%0.00%0.0%
ZTO BuyZTO EXPRESS CAYMAN INCsponsored ads a$5,000
+66.7%
156
+36.8%
0.00%
+50.0%
DOX  AMDOCS LTD$5,000
+25.0%
730.0%0.00%0.0%
ACTC NewARCLIGHT CLEAN TRANSITION COcl a$5,000204
+100.0%
0.00%
MDT  MEDTRONIC PLC$5,0000.0%440.0%0.00%0.0%
UBS NewUBS GROUP AG$5,000310
+100.0%
0.00%
AER  AERCAP HOLDINGS NV$5,000
+66.7%
1350.0%0.00%
+50.0%
LYB BuyLYONDELLBASELL INDUSTRIES N$5,000
+25.0%
57
+11.8%
0.00%0.0%
EOG  EOG RES INC$5,000
+25.0%
1000.0%0.00%0.0%
LOPE BuyGRAND CANYON ED INC$5,000
+25.0%
56
+1.8%
0.00%0.0%
KYN SellKAYNE ANDERSON ENERGY INFRST$5,0000.0%722
-36.5%
0.00%0.0%
KMT SellKENNAMETAL INC$5,0000.0%135
-19.6%
0.00%0.0%
LH  LABORATORY CORP AMER HLDGS$5,000
+25.0%
200.0%0.00%0.0%
MANT BuyMANTECH INTL CORPcl a$5,000
+66.7%
52
+30.0%
0.00%
+50.0%
EDU  NEW ORIENTAL ED & TECHNOLOGYspon adr$5,000
+25.0%
300.0%0.00%0.0%
KMX SellCARMAX INC$5,000
+25.0%
37
-7.5%
0.00%0.0%
NTNX  NUTANIX INCcl a$5,000
+25.0%
1600.0%0.00%0.0%
JFR SellNUVEEN FLOATING RATE INCOME$5,000
-37.5%
500
-50.0%
0.00%
-50.0%
ONEM Buy1LIFE HEALTHCARE INC$5,000
+150.0%
86
+22.9%
0.00%
+200.0%
PTCT SellPTC THERAPEUTICS INC$5,0000.0%86
-18.1%
0.00%0.0%
BAM SellBROOKFIELD ASSET MGMT INCcl a ltd vt sh$5,000
+25.0%
129
-5.1%
0.00%0.0%
ERIC SellERICSSONadr b sek 10$5,000
-50.0%
399
-54.5%
0.00%
-57.1%
BOOT SellBOOT BARN HLDGS INC$5,0000.0%79
-52.7%
0.00%0.0%
REXR SellREXFORD INDL RLTY INC$5,0000.0%97
-4.0%
0.00%0.0%
BECN SellBEACON ROOFING SUPPLY INC$5,0000.0%129
-18.4%
0.00%0.0%
IRTC  IRHYTHM TECHNOLOGIES INC$5,0000.0%210.0%0.00%0.0%
SCHM  SCHWAB STRATEGIC TRus mid-cap etf$5,000
+25.0%
680.0%0.00%0.0%
BWXT SellBWX TECHNOLOGIES INC$5,0000.0%80
-5.9%
0.00%0.0%
SAIC BuySCIENCE APPLICATIONS INTL CO$5,000
+25.0%
52
+13.0%
0.00%0.0%
NGVT BuyINGEVITY CORP$5,000
+25.0%
79
+58.0%
0.00%0.0%
XLRE  SELECT SECTOR SPDR TRrl est sel sec$5,0000.0%1390.0%0.00%0.0%
SLAB SellSILICON LABORATORIES INC$5,000
+25.0%
37
-15.9%
0.00%0.0%
SMPL BuySIMPLY GOOD FOODS CO$5,000
+66.7%
179
+22.6%
0.00%
+50.0%
SONO NewSONOS INC$5,000168
+100.0%
0.00%
TSM SellTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$5,000
-16.7%
42
-44.0%
0.00%
-25.0%
TDG SellTRANSDIGM GROUP INC$5,0000.0%9
-10.0%
0.00%0.0%
UNVR SellUNIVAR SOLUTIONS USA INC$5,000
+25.0%
249
-3.1%
0.00%0.0%
BSV SellVANGUARD BD INDEX FDSshort trm bond$5,000
-50.0%
62
-46.1%
0.00%
-57.1%
BILL BuyBILL COM HLDGS INC$3,000
+50.0%
21
+5.0%
0.00%
+100.0%
PEN SellPENUMBRA INC$4,0000.0%17
-10.5%
0.00%
-33.3%
RDSA  ROYAL DUTCH SHELL PLCspons adr a$3,000
+50.0%
790.0%0.00%
+100.0%
PCTY SellPAYLOCITY HLDG CORP$4,0000.0%19
-20.8%
0.00%
-33.3%
SBAC  SBA COMMUNICATIONS CORP NEWcl a$3,000
-25.0%
120.0%0.00%
-33.3%
HMC  HONDA MOTOR LTDamern shrs$3,000
+50.0%
1000.0%0.00%
+100.0%
PRAA SellPRA GROUP INC$3,000
-25.0%
95
-7.8%
0.00%
-33.3%
BRBR BuyBELLRING BRANDS INC$4,000
+33.3%
179
+25.2%
0.00%0.0%
SellUS ECOLOGY INC$4,0000.0%105
-18.6%
0.00%
-33.3%
SPTL  SPDR SER TRportfolio ln tsr$3,000
-25.0%
780.0%0.00%
-33.3%
CBRE SellCBRE GROUP INCcl a$3,000
-72.7%
39
-84.0%
0.00%
-75.0%
FTNT NewFORTINET INC$4,00025
+100.0%
0.00%
IX  ORIX CORPsponsored adr$4,000
+33.3%
510.0%0.00%0.0%
AMD NewADVANCED MICRO DEVICES INC$4,00047
+100.0%
0.00%
OTEX BuyOPEN TEXT CORP$4,000
+33.3%
95
+33.8%
0.00%0.0%
EVR BuyEVERCORE INCclass a$4,000
+100.0%
33
+26.9%
0.00%
+100.0%
OXY  OCCIDENTAL PETE CORP$4,000
+100.0%
2000.0%0.00%
+100.0%
ORLY  OREILLY AUTOMOTIVE INC$3,0000.0%70.0%0.00%0.0%
HLT SellHILTON WORLDWIDE HLDGS INC$3,0000.0%29
-9.4%
0.00%0.0%
BK SellBANK NEW YORK MELLON CORP$3,000
-76.9%
71
-81.3%
0.00%
-77.8%
CNI  CANADIAN NATL RY CO$4,0000.0%360.0%0.00%
-33.3%
SCHV  SCHWAB STRATEGIC TRus lcap va etf$3,0000.0%510.0%0.00%0.0%
VALE NewVALE S Asponsored ads$3,000170
+100.0%
0.00%
NVRO SellNEVRO CORP$4,000
-20.0%
24
-25.0%
0.00%
-33.3%
NARI NewINARI MED INC$3,00028
+100.0%
0.00%
INFY SellINFOSYS LTDsponsored adr$4,000
+33.3%
214
-14.7%
0.00%0.0%
ING SellING GROEP N Vsponsored adr$3,000
-40.0%
374
-44.5%
0.00%
-33.3%
NTAP  NETAPP INC$3,000
+50.0%
500.0%0.00%
+100.0%
HRTX SellHERON THERAPEUTICS INC$4,0000.0%221
-18.8%
0.00%
-33.3%
ARES BuyARES MANAGEMENT CORPORATION$3,000
+50.0%
60
+5.3%
0.00%
+100.0%
MS BuyMORGAN STANLEY$3,000
+50.0%
44
+10.0%
0.00%
+100.0%
SCHH  SCHWAB STRATEGIC TRus reit etf$4,0000.0%1000.0%0.00%
-33.3%
GBT BuyGLOBAL BLOOD THERAPEUTICS IN$3,0000.0%63
+3.3%
0.00%0.0%
MBT  MOBILE TELESYSTEMS PJSCsponsored adr$4,0000.0%4570.0%0.00%
-33.3%
WAL BuyWESTERN ALLIANCE BANCORP$4,000
+100.0%
66
+15.8%
0.00%
+100.0%
XLB  SELECT SECTOR SPDR TRsbi materials$4,0000.0%590.0%0.00%
-33.3%
HCSG BuyHEALTHCARE SVC GROUP INC$4,000
+100.0%
122
+74.3%
0.00%
+100.0%
CRNC  CERENCE INC$4,000
+100.0%
310.0%0.00%
+100.0%
MET  METLIFE INC$4,000
+33.3%
850.0%0.00%0.0%
XLE  SELECT SECTOR SPDR TRenergy$3,000
+50.0%
720.0%0.00%
+100.0%
MRCY SellMERCURY SYS INC$3,0000.0%35
-2.8%
0.00%0.0%
MLCO  MELCO RESORTS AND ENTMNT LTDadr$3,0000.0%1870.0%0.00%0.0%
AA  ALCOA CORP$4,000
+100.0%
2210.0%0.00%
+100.0%
WAB  WABTEC$4,000
+33.3%
530.0%0.00%0.0%
MAT  MATTEL INC$4,000
+33.3%
2500.0%0.00%0.0%
SLQT BuySELECTQUOTE INC$4,000
+33.3%
144
+9.9%
0.00%0.0%
DOOR NewMASONITE INTL CORP$3,00033
+100.0%
0.00%
INSM BuyINSMED INC$4,000
+100.0%
95
+41.8%
0.00%
+100.0%
NOW NewSERVICENOW INC$4,0008
+100.0%
0.00%
FOUR BuySHIFT4 PMTS INCcl a$4,000
+100.0%
49
+11.4%
0.00%
+100.0%
SHOP NewSHOPIFY INCcl a$4,0003
+100.0%
0.00%
VTWO SellVANGUARD SCOTTSDALE FDSvng rus2000idx$3,000
-40.0%
16
-61.9%
0.00%
-33.3%
VMC SellVULCAN MATLS CO$3,0000.0%20
-9.1%
0.00%0.0%
MKL  MARKEL CORP$3,0000.0%30.0%0.00%0.0%
GM NewGENERAL MTRS CO$3,00060
+100.0%
0.00%
HAE NewHAEMONETICS CORP$3,00026
+100.0%
0.00%
LYG SellLLOYDS BANKING GROUP PLCsponsored adr$3,0000.0%1,470
-26.3%
0.00%0.0%
VNT NewVONTIER CORPORATION$3,00096
+100.0%
0.00%
LBRDK BuyLIBERTY BROADBAND CORP$3,000
+50.0%
18
+50.0%
0.00%
+100.0%
AVLR  AVALARA INC$4,000
+33.3%
240.0%0.00%0.0%
KTOS SellKRATOS DEFENSE & SEC SOLUTIO$3,000
-25.0%
95
-51.8%
0.00%
-33.3%
SQ NewSQUARE INCcl a$3,00012
+100.0%
0.00%
CPRT SellCOPART INC$3,0000.0%31
-6.1%
0.00%0.0%
STEP NewSTEPSTONE GROUP INC$3,00086
+100.0%
0.00%
EDF  STONE HBR EMERGING MKTS INCO$3,0000.0%4000.0%0.00%0.0%
PHG  KONINKLIJKE PHILIPS NVny reg sh new$3,0000.0%600.0%0.00%0.0%
ADSK SellAUTODESK INC$4,000
+33.3%
12
-7.7%
0.00%0.0%
KMI SellKINDER MORGAN INC DEL$3,000
-78.6%
185
-83.6%
0.00%
-80.0%
SLF  SUN LIFE FINANCIAL INC$4,0000.0%900.0%0.00%
-33.3%
CSGP  COSTAR GROUP INC$3,0000.0%30.0%0.00%0.0%
TPH SellTRI POINTE GROUP INC$4,0000.0%211
-7.5%
0.00%
-33.3%
TRHC BuyTABULA RASA HEALTHCARE INC$4,000
+100.0%
69
+46.8%
0.00%
+100.0%
YNDX  YANDEX NV$4,0000.0%680.0%0.00%
-33.3%
ENV SellENVESTNET INC$4,0000.0%45
-16.7%
0.00%
-33.3%
GO BuyGROCERY OUTLET HLDG CORP$4,000
+33.3%
105
+23.5%
0.00%0.0%
CYRX  CRYOPORT INC$3,000
+50.0%
410.0%0.00%
+100.0%
GRFS  GRIFOLS S Asp adr rep b nvt$3,0000.0%1530.0%0.00%0.0%
TXRH BuyTEXAS ROADHOUSE INC$4,000
+33.3%
56
+16.7%
0.00%0.0%
DCPH SellDECIPHERA PHARMACEUTICALS IN$3,0000.0%58
-13.4%
0.00%0.0%
TTD NewTHE TRADE DESK INC$3,0004
+100.0%
0.00%
ASND BuyASCENDIS PHARMA A/Ssponsored adr$4,000
+33.3%
24
+9.1%
0.00%0.0%
DAL  DELTA AIR LINES INC DEL$4,000
+33.3%
1000.0%0.00%0.0%
ITUB  ITAU UNIBANCO HLDG S Aspon adr rep pfd$3,000
+50.0%
4740.0%0.00%
+100.0%
TLRY NewTILRAY INC$3,000165
+100.0%
0.00%
EWU  ISHARES TRmsci uk etf new$3,0000.0%1000.0%0.00%0.0%
TTE  TOTAL SEsponsored ads$4,000
+33.3%
970.0%0.00%0.0%
TSCO NewTRACTOR SUPPLY CO$3,00017
+100.0%
0.00%
AYX BuyALTERYX INC$3,000
+50.0%
27
+58.8%
0.00%
+100.0%
EWJ  ISHARES INCmsci jpn etf new$3,0000.0%500.0%0.00%0.0%
FMS  FRESENIUS MED CARE AG&CO KGAsponsored adr$4,0000.0%840.0%0.00%
-33.3%
GPRO  GOPRO INCcl a$3,000
+50.0%
3250.0%0.00%
+100.0%
STAY BuyEXTENDED STAY AMER INCunit 99/99/9999b$4,000
+33.3%
293
+28.5%
0.00%0.0%
WIX SellWIX COM LTD$3,000
-57.1%
11
-57.7%
0.00%
-60.0%
TWST NewTWIST BIOSCIENCE CORP$3,00018
+100.0%
0.00%
CHKP NewCHECK POINT SOFTWARE TECH LTord$3,00022
+100.0%
0.00%
PRF SellINVESCO EXCHANGE TRADED FD Tftse rafi 1000$3,000
-57.1%
25
-57.6%
0.00%
-60.0%
USAT NewUSA TECHNOLOGIES INC$3,000301
+100.0%
0.00%
ST  SENSATA TECHNOLOGIES HLDNG PL$4,000
+33.3%
740.0%0.00%0.0%
NOMD SellNOMAD FOODS LTD$4,0000.0%147
-6.4%
0.00%
-33.3%
JRVR NewJAMES RIV GROUP LTD$3,00054
+100.0%
0.00%
ICLR  ICON PLC$4,000
+33.3%
170.0%0.00%0.0%
AON SellAON PLC$4,0000.0%20
-4.8%
0.00%
-33.3%
ARGX SellARGENX SEsponsored adr$3,0000.0%9
-30.8%
0.00%0.0%
AMX  AMERICA MOVIL SAB DE CV$3,000
+50.0%
1940.0%0.00%
+100.0%
URBN NewURBAN OUTFITTERS INC$3,000110
+100.0%
0.00%
BKI SellBLACK KNIGHT INC$3,0000.0%37
-2.6%
0.00%0.0%
RH BuyRH$3,000
+50.0%
7
+16.7%
0.00%
+100.0%
QTWO SellQ2 HLDGS INC$4,0000.0%31
-22.5%
0.00%
-33.3%
LUNG NewPULMONX CORP$3,00041
+100.0%
0.00%
RETA BuyREATA PHARMACEUTICALS INCcl a$3,000
+50.0%
24
+4.3%
0.00%
+100.0%
RRR NewRED ROCK RESORTS INCcl a$3,000138
+100.0%
0.00%
RDFN  REDFIN CORP$3,000
+50.0%
410.0%0.00%
+100.0%
HLI SellHOULIHAN LOKEY INCcl a$4,0000.0%59
-16.9%
0.00%
-33.3%
RPAY BuyREPAY HLDGS CORP$4,0000.0%167
+7.1%
0.00%
-33.3%
ACCO  ACCO BRANDS CORP$3,000
+50.0%
3520.0%0.00%
+100.0%
RVNC BuyREVANCE THERAPEUTICS INC$3,000
+50.0%
123
+83.6%
0.00%
+100.0%
ZEN SellZENDESK INC$3,000
-25.0%
19
-51.3%
0.00%
-33.3%
TWNK BuyHOSTESS BRANDS INCcl a$3,000
+50.0%
209
+18.8%
0.00%
+100.0%
HUBS SellHUBSPOT INC$4,000
-20.0%
10
-37.5%
0.00%
-33.3%
BTI  BRITISH AMERN TOB PLCsponsored adr$3,000
+50.0%
690.0%0.00%
+100.0%
FTEK NewFUEL TECH INC$2,000100
+100.0%
0.00%
IT SellGARTNER INC$2,0000.0%14
-12.5%
0.00%0.0%
FRC NewFIRST REP BK SAN FRANCISCO C$1,0007
+100.0%
0.00%
FNF SellFIDELITY NATIONAL FINANCIAL$2,000
+100.0%
41
-10.9%
0.00%0.0%
GWRE BuyGUIDEWIRE SOFTWARE INC$2,0000.0%17
+6.2%
0.00%0.0%
JHS SellHANCOCK JOHN INCOME SECS TR$2,000
-77.8%
144
-75.0%
0.00%
-83.3%
HOG  HARLEY DAVIDSON INC$2,000
+100.0%
500.0%0.00%0.0%
HARP NewHARPOON THERAPEUTICS INC$1,00054
+100.0%
0.00%
HEIA SellHEICO CORP NEWcl a$1,0000.0%13
-7.1%
0.00%0.0%
HHC NewHOWARD HUGHES CORP$1,00013
+100.0%
0.00%
IAC NewIAC INTERACTIVECORP NEW$1,0007
+100.0%
0.00%
IEX  IDEXX CORP$2,0000.0%40.0%0.00%0.0%
DCT SellDUCK CREEK TECHNOLOGIES INC$2,0000.0%40
-11.1%
0.00%0.0%
DPZ  DOMINOS PIZZA INC$1,000
-50.0%
40.0%0.00%0.0%
MSP NewDATTO HLDG CORP$2,00064
+100.0%
0.00%
DDOG NewDATADOG INC$1,00013
+100.0%
0.00%
DAN  DANA INC$2,000
+100.0%
1000.0%0.00%0.0%
CACC  CREDIT ACCEPT CORP MICH$2,0000.0%50.0%0.00%0.0%
LEN BuyLENNAR CORPcl a$2,0000.0%24
+4.3%
0.00%0.0%
FWONK NewLIBERTY MEDIA CORP DEL$1,00027
+100.0%
0.00%
LYV BuyLIVE NATION ENTERTAINMENT IN$2,000
+100.0%
24
+14.3%
0.00%0.0%
CLF NewCLEVELAND-CLIFFS INC NEW$2,000100
+100.0%
0.00%
MGNI NewMAGNITE INC$2,00050
+100.0%
0.00%
MLM SellMARTIN MARIETTA MATLS INC$1,0000.0%5
-16.7%
0.00%0.0%
CHWY NewCHEWY INCcl a$1,00010
+100.0%
0.00%
CHX NewCHAMPIONX CORPORATION$2,000111
+100.0%
0.00%
CERT NewCERTARA INC$1,00032
+100.0%
0.00%
MTD  METTLER TOLEDO INTERNATIONAL$2,0000.0%20.0%0.00%0.0%
MCHP SellMICROCHIP TECHNOLOGY INC$2,0000.0%16
-5.9%
0.00%0.0%
MUFG  MITSUBISHI UFJ FINL GROUP INsponsored ads$2,0000.0%3840.0%0.00%0.0%
MOMO  MOMO INCadr$2,0000.0%1300.0%0.00%0.0%
MCO  MOODYS CORP$1,0000.0%40.0%0.00%0.0%
NEOG SellNEOGEN CORP$2,000
-33.3%
24
-31.4%
0.00%
-50.0%
CUK  CARNIVAL PLCadr$2,0000.0%1000.0%0.00%0.0%
NEE NewNEXTERA ENERGY INC$2,00025
+100.0%
0.00%
NSL SellNUVEEN SR INCOME FD$1,000
-88.9%
250
-86.3%
0.00%
-83.3%
CCJ NewCAMECO CORP$1,000100
+100.0%
0.00%
BRO NewBROWN & BROWN INC$2,00036
+100.0%
0.00%
BIPC  BROOKFIELD INFRASTRUCTURE CO$2,000
+100.0%
250.0%0.00%0.0%
PFGC NewPERFORMANCE FOOD GROUP CO$2,00045
+100.0%
0.00%
BPMC SellBLUEPRINT MEDICINES CORP$2,0000.0%19
-13.6%
0.00%0.0%
PLUG NewPLUG POWER INC$1,00020
+100.0%
0.00%
QSR BuyRESTAURANT BRANDS INTL INC$2,0000.0%41
+10.8%
0.00%0.0%
RCKT NewROCKET PHARMACEUTICALS INC$1,00024
+100.0%
0.00%
ROP  ROPER TECHNOLOGIES INC$2,0000.0%60.0%0.00%0.0%
SBRA SellSABRA HEALTH CARE REIT INC$2,0000.0%112
-26.8%
0.00%0.0%
SLB  SCHLUMBERGER LTD$2,0000.0%1000.0%0.00%0.0%
SCHE NewSCHWAB STRATEGIC TRemrg mkteq etf$1,00040
+100.0%
0.00%
FNDF  SCHWAB STRATEGIC TRschwb fdt int lg$1,0000.0%440.0%0.00%0.0%
FNDA SellSCHWAB STRATEGIC TRschwab fdt us sc$2,000
-33.3%
40
-47.4%
0.00%
-50.0%
AYTU NewAYTU BIOSCIENCE INC$2,000260
+100.0%
0.00%
SVC  SERVICE PPTYS TR$2,0000.0%1900.0%0.00%0.0%
AVNS  AVANOS MED INC$2,0000.0%500.0%0.00%0.0%
THCX NewSPINNAKER ETF SERIEScannabis etf$1,00080
+100.0%
0.00%
STRO NewSUTRO BIOPHARMA INC$2,00062
+100.0%
0.00%
ACB NewAURORA CANNABIS INC$2,000180
+100.0%
0.00%
TEVA SellTEVA PHARMACEUTICAL INDS LTDsponsored ads$2,000
-50.0%
200
-50.0%
0.00%
-66.7%
TRU SellTRANSUNION$2,0000.0%19
-5.0%
0.00%0.0%
NewTRILLIUM THERAPEUTICS INC$2,000144
+100.0%
0.00%
TYL  TYLER TECHNOLOGIES INC$1,0000.0%30.0%0.00%0.0%
APAM NewARTISAN PARTNERS ASSET MGMTcl a$1,00023
+100.0%
0.00%
UMPQ BuyUMPQUA HLDGS CORP$2,000
+100.0%
99
+1.0%
0.00%0.0%
MTN SellVAIL RESORTS INC$2,0000.0%7
-12.5%
0.00%0.0%
VRSN BuyVERISIGN INC$2,0000.0%12
+9.1%
0.00%0.0%
VRSK  VERISK ANALYTICS INC$2,0000.0%90.0%0.00%0.0%
ALGN NewALIGN TECHNOLOGY INC$2,0003
+100.0%
0.00%
ALEC SellALECTOR INC$2,000
+100.0%
94
-27.1%
0.00%0.0%
DEM SellWISDOMTREE TRemer mkt high fd$1,000
-50.0%
29
-56.7%
0.00%0.0%
ZG NewZILLOW GROUP INCcl a$1,0008
+100.0%
0.00%
ACCD SellACCOLADE INC$2,0000.0%41
-18.0%
0.00%0.0%
ACGL SellARCH CAP GROUP LTDord$2,0000.0%50
-5.7%
0.00%0.0%
INFO SellIHS MARKIT LTD$2,000
-75.0%
19
-80.8%
0.00%
-83.3%
FCX SellFREEPORT-MCMORAN INCcl b$2,000
-33.3%
65
-67.5%
0.00%
-50.0%
DISCA ExitDISCOVERY INC$0-20
-100.0%
-0.00%
GLIBA ExitGCI LIBERTY INC$0-14
-100.0%
-0.00%
BCX ExitBLACKROCK RES & COMMODITIESshrs$0-189
-100.0%
-0.00%
NVAX ExitNOVAVAX INC$0-12
-100.0%
-0.00%
PXH ExitINVESCO EXCHNG TRADED FD TRftse rafi emng$0-93
-100.0%
-0.00%
APA ExitAPACHE CORP$0-200
-100.0%
-0.00%
NET ExitCLOUDFLARE INC$0-48
-100.0%
-0.00%
BKR ExitBAKER HUGHES COMPANYcl a$0-100
-100.0%
-0.00%
EQIX ExitEQUINIX INC$0-2
-100.0%
-0.00%
TCF ExitTCF FINL CORP$0-72
-100.0%
-0.00%
DRH ExitDIAMONDROCK HOSPITALITY CO$0-300
-100.0%
-0.00%
MCB ExitMETROPOLITAN BK HLDG CORP$0-48
-100.0%
-0.00%
RP ExitREALPAGE INC$0-22
-100.0%
-0.00%
COR ExitCORESITE RLTY CORP$0-16
-100.0%
-0.00%
MPWR ExitMONOLITHIC PWR SYS INC$0-8
-100.0%
-0.00%
COLL ExitCOLLEGIUM PHARMACEUTICAL INC$0-71
-100.0%
-0.00%
BSCK ExitINVESCO EXCH TRD SLF IDX FD$0-131
-100.0%
-0.00%
HYB ExitNEW AMER HIGH INCOME FD INC$0-340
-100.0%
-0.00%
WNS ExitWNS HLDGS LTDspon adr$0-46
-100.0%
-0.00%
ZS ExitZSCALER INC$0-23
-100.0%
-0.00%
CEO ExitCNOOC LIMITEDsponsored adr$0-31
-100.0%
-0.00%
SPWH ExitSPORTSMANS WHSE HLDG INC$0-222
-100.0%
-0.00%
AYTU ExitAYTU BIOSCIENCE INC$0-2,600
-100.0%
-0.00%
HL ExitHECLA MNG CO$0-1,000
-100.0%
-0.00%
EXK ExitENDEAVOUR SILVER CORP$0-1,000
-100.0%
-0.00%
USA ExitLIBERTY ALL STAR EQUITY FDsh ben int$0-1,031
-100.0%
-0.00%
FEX ExitFIRST TR LRGE CP CORE ALPHA$0-122
-100.0%
-0.01%
RAD ExitRITE AID CORP$0-800
-100.0%
-0.01%
VCIT ExitVANGUARD SCOTTSDALE FDSint-term corp$0-100
-100.0%
-0.01%
MMC ExitMARSH & MCLENNAN COS INC$0-106
-100.0%
-0.01%
WORK ExitSLACK TECHNOLOGIES INC$0-453
-100.0%
-0.01%
NUE ExitNUCOR CORP$0-300
-100.0%
-0.01%
VER ExitVEREIT INC$0-3,064
-100.0%
-0.01%
ACM ExitAECOM$0-775
-100.0%
-0.02%
TSBK ExitTIMBERLAND BANCORP INC$0-11,800
-100.0%
-0.15%
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

  • FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. #1
  • PRINCIPAL GLOBAL INVESTORS #2
  • MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST #3
  • TODD ASSET MANAGEMENT LLC #4
  • OPAL ADVISORS, LLC #5
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-11
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP16Q3 202331.4%
APPLE INC16Q3 20237.4%
STARBUCKS CORP16Q3 20238.0%
FIRST TR EXCH-TRADED FD III16Q3 20235.9%
FIRST TR MID CAP CORE ALPHAD16Q3 20233.9%
JP MORGAN EXCHANGE TRADED FD16Q3 20233.7%
FIRST TR VALUE LINE DIVID IN16Q3 202310.1%
COSTCO WHSL CORP NEW16Q3 20232.8%
AMAZON COM INC16Q3 20233.2%
VANGUARD WORLD FDS16Q3 20232.3%

View BELLEVUE ASSET MANAGEMENT, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-06
13F-HR2023-10-25
13F-HR2023-07-31
13F-HR2023-05-09
13F-HR2023-01-23
13F-HR2022-11-07
13F-HR2022-08-12
13F-HR2022-05-11
13F-HR2022-02-03
13F-HR2021-11-05

View BELLEVUE ASSET MANAGEMENT, LLC's complete filings history.

Compare quarters

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