$130 Million is the total value of Future Financial Wealth Managment LLC's 620 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 10.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC COMstock | $877,000 | -4.4% | 269 | 0.0% | 0.73% | -0.8% | |
| SPG | SIMON PPTY GROUP INC NEW COMreit | $857,000 | -18.0% | 6,517 | 0.0% | 0.71% | -15.0% | |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $688,000 | -3.9% | 13,300 | 0.0% | 0.57% | -0.5% | |
| BST | BLACKROCK SCIENCE & TECHNOLOGY SHScef | $645,000 | -15.1% | 14,900 | 0.0% | 0.54% | -12.0% | |
| DE | DEERE & CO COMstock | $542,000 | +18.6% | 1,304 | 0.0% | 0.45% | +22.7% | |
| REM | ISHARES MORTGAGE REAL ESTATE ETFetf | $505,000 | -7.2% | 15,446 | 0.0% | 0.42% | -3.7% | |
| IVV | ISHARES CORE S&P 500 ETFetf | $463,000 | -5.5% | 1,021 | 0.0% | 0.38% | -2.0% | |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COMcef | $454,000 | -10.6% | 31,250 | 0.0% | 0.38% | -7.4% | |
| ARCC | ARES CAPITAL CORP COMcef | $394,000 | -0.3% | 18,800 | 0.0% | 0.33% | +3.5% | |
| V | VISA INC COM CL Astock | $389,000 | 0.0% | 1,755 | 0.0% | 0.32% | +3.9% | |
| PFF | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $355,000 | -7.1% | 9,750 | 0.0% | 0.29% | -3.9% | |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $332,000 | -2.9% | 3,500 | 0.0% | 0.28% | +0.4% | |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $283,000 | +6.8% | 2,554 | 0.0% | 0.24% | +10.8% | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $277,000 | -6.1% | 1,215 | 0.0% | 0.23% | -2.5% | |
| GOOGL | ALPHABET INC CAP STK CL Astock | $264,000 | -4.0% | 95 | 0.0% | 0.22% | -0.5% | |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETFetf | $255,000 | -2.7% | 900 | 0.0% | 0.21% | +0.5% | |
| NVG | NUVEEN AMT FREE MUN CR INC FD COMcef | $251,000 | -16.9% | 17,000 | 0.0% | 0.21% | -14.0% | |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $250,000 | -2.7% | 3,500 | 0.0% | 0.21% | +0.5% | |
| APTS | PREFERRED APT CMNTYS INC COMreit | $249,000 | +32.4% | 10,000 | 0.0% | 0.21% | +37.3% | |
| QCOM | QUALCOMM INC COMstock | $240,000 | -17.8% | 1,568 | 0.0% | 0.20% | -15.0% | |
| SYK | STRYKER CORPORATION COMstock | $234,000 | -0.4% | 875 | 0.0% | 0.19% | +3.2% | |
| SDY | SPDR S&P DIVIDEND ETFetf | $205,000 | -0.5% | 1,600 | 0.0% | 0.17% | +3.0% | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $203,000 | -6.5% | 4,224 | 0.0% | 0.17% | -3.4% | |
| FITB | FIFTH THIRD BANCORP COMstock | $198,000 | -3.4% | 4,600 | 0.0% | 0.16% | 0.0% | |
| OHI | OMEGA HEALTHCARE INVS INC COMreit | $187,000 | +3.3% | 6,003 | 0.0% | 0.16% | +6.9% | |
| OLP | ONE LIBERTY PPTYS INC COMreit | $186,000 | -12.7% | 6,030 | 0.0% | 0.15% | -9.4% | |
| IOO | ISHARES GLOBAL 100 ETFetf | $186,000 | -3.6% | 2,452 | 0.0% | 0.15% | 0.0% | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $186,000 | -3.1% | 1,180 | 0.0% | 0.15% | 0.0% | |
| CCI | CROWN CASTLE INTL CORP NEW COMreit | $185,000 | -11.1% | 1,000 | 0.0% | 0.15% | -7.8% | |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $185,000 | -5.6% | 2,250 | 0.0% | 0.15% | -2.5% | |
| PTY | PIMCO CORPORATE & INCOME OPPOR COMcef | $184,000 | -8.5% | 12,000 | 0.0% | 0.15% | -5.0% | |
| LYB | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $154,000 | +10.0% | 1,500 | 0.0% | 0.13% | +14.3% | |
| PRU | PRUDENTIAL FINL INC COMstock | $154,000 | +7.7% | 1,300 | 0.0% | 0.13% | +12.3% | |
| SPYD | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $153,000 | +3.4% | 3,480 | 0.0% | 0.13% | +7.6% | |
| NVDA | NVIDIA CORPORATION COMstock | $151,000 | -9.0% | 552 | 0.0% | 0.12% | -6.0% | |
| UPS | UNITED PARCEL SERVICE INC CL Bstock | $150,000 | +0.7% | 700 | 0.0% | 0.12% | +4.2% | |
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf | $138,000 | -11.5% | 2,000 | 0.0% | 0.11% | -8.8% | |
| CUTR | CUTERA INC COMstock | $138,000 | +72.5% | 2,000 | 0.0% | 0.11% | +78.1% | |
| MO | ALTRIA GROUP INC COMstock | $132,000 | +9.1% | 2,520 | 0.0% | 0.11% | +12.4% | |
| CCL | CARNIVAL CORP COMMON STOCKstock | $127,000 | -5.9% | 6,300 | 0.0% | 0.10% | -2.8% | |
| CBRL | CRACKER BARREL OLD CTRY STORE COMstock | $119,000 | -9.8% | 1,000 | 0.0% | 0.10% | -6.6% | |
| KREF | KKR REAL ESTATE FIN TR INC COMreit | $113,000 | -3.4% | 5,500 | 0.0% | 0.09% | 0.0% | |
| CLMT | CALUMET SPECIALTY PRODS PARTNE UT LTD PARTNERstock | $109,000 | -9.2% | 8,000 | 0.0% | 0.09% | -6.2% | |
| KIO | KKR INCOME OPPORTUNITIES FD COMcef | $108,000 | -13.6% | 7,500 | 0.0% | 0.09% | -10.0% | |
| RNP | COHEN & STEERS REIT & PFD & IN COMcef | $108,000 | -6.9% | 4,000 | 0.0% | 0.09% | -3.2% | |
| XBI | SPDR S&P BIOTECH ETFetf | $106,000 | -22.1% | 1,175 | 0.0% | 0.09% | -19.3% | |
| KO | COCA COLA CO COMstock | $98,000 | +4.3% | 1,586 | 0.0% | 0.08% | +8.0% | |
| WLKP | WESTLAKE CHEM PARTNERS LP COM UNIT RP LPstock | $95,000 | +5.6% | 3,500 | 0.0% | 0.08% | +9.7% | |
| HON | HONEYWELL INTL INC COMstock | $94,000 | -5.1% | 481 | 0.0% | 0.08% | -1.3% | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $90,000 | -10.0% | 216 | 0.0% | 0.08% | -6.2% | |
| TSLX | SIXTH STREET SPECIALTY LENDING COMcef | $91,000 | -1.1% | 3,900 | 0.0% | 0.08% | +1.4% | |
| ILPT | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INTreit | $91,000 | -9.0% | 4,000 | 0.0% | 0.08% | -6.2% | |
| RACE | FERRARI N V COMstock | $87,000 | -16.3% | 400 | 0.0% | 0.07% | -13.3% | |
| FEI | FIRST TR MLP & ENERGY INCOM FD COMcef | $87,000 | +13.0% | 10,500 | 0.0% | 0.07% | +16.1% | |
| WMB | WILLIAMS COS INC COMstock | $87,000 | +26.1% | 2,600 | 0.0% | 0.07% | +30.9% | |
| NOW | SERVICENOW INC COMstock | $86,000 | -12.2% | 155 | 0.0% | 0.07% | -9.0% | |
| IGT | INTERNATIONAL GAME TECHNOLOGY SHS USDstock | $84,000 | -15.2% | 3,400 | 0.0% | 0.07% | -11.4% | |
| HYI | WESTERN ASSET HIGH YIELD DEFIN COMcef | $85,000 | -11.5% | 6,100 | 0.0% | 0.07% | -9.1% | |
| RVT | ROYCE VALUE TR INC COMcef | $85,000 | -13.3% | 5,000 | 0.0% | 0.07% | -10.3% | |
| ENB | ENBRIDGE INC COMstock | $84,000 | +16.7% | 1,827 | 0.0% | 0.07% | +20.7% | |
| YYY | AMPLIFY HIGH INCOME ETFetf | $84,000 | -9.7% | 5,589 | 0.0% | 0.07% | -5.4% | |
| CINF | CINCINNATI FINL CORP COMstock | $85,000 | +19.7% | 625 | 0.0% | 0.07% | +22.8% | |
| O | REALTY INCOME CORP COMreit | $83,000 | -2.4% | 1,200 | 0.0% | 0.07% | +1.5% | |
| MEDP | MEDPACE HLDGS INC COMstock | $82,000 | -23.4% | 500 | 0.0% | 0.07% | -20.9% | |
| TRIP | TRIPADVISOR INC COMstock | $81,000 | -4.7% | 3,000 | 0.0% | 0.07% | -1.5% | |
| GM | GENERAL MTRS CO COMstock | $79,000 | -28.8% | 1,810 | 0.0% | 0.07% | -25.8% | |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $79,000 | -10.2% | 500 | 0.0% | 0.07% | -5.7% | |
| ELF | E L F BEAUTY INC COMstock | $78,000 | -22.0% | 3,010 | 0.0% | 0.06% | -18.8% | |
| CWB | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFetf | $77,000 | -7.2% | 1,000 | 0.0% | 0.06% | -3.0% | |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $76,000 | -6.2% | 2,211 | 0.0% | 0.06% | -3.1% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $75,000 | +7.1% | 1,000 | 0.0% | 0.06% | +10.7% | |
| RQI | COHEN & STEERS QUALITY INCOME COMcef | $75,000 | -8.5% | 4,500 | 0.0% | 0.06% | -6.1% | |
| FLRN | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $73,000 | 0.0% | 2,390 | 0.0% | 0.06% | +5.2% | |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $71,000 | -6.6% | 700 | 0.0% | 0.06% | -3.3% | |
| KBWB | INVESCO KBW BANK ETFetf | $70,000 | -9.1% | 1,102 | 0.0% | 0.06% | -6.5% | |
| DKL | DELEK LOGISTICS PARTNERS LP COM UNT RP INTstock | $70,000 | 0.0% | 1,600 | 0.0% | 0.06% | +3.6% | |
| JETS | U.S. GLOBAL JETS ETFetf | $69,000 | 0.0% | 3,188 | 0.0% | 0.06% | +3.6% | |
| THG | HANOVER INS GROUP INC COMstock | $69,000 | +15.0% | 459 | 0.0% | 0.06% | +18.8% | |
| WOOF | PETCO HEALTH & WELLNESS CO INC COMstock | $68,000 | -2.9% | 3,500 | 0.0% | 0.06% | 0.0% | |
| PPTY | U.S. Diversified Real Estate ETFetf | $67,000 | -2.9% | 1,762 | 0.0% | 0.06% | +1.8% | |
| NRZ | NEW RESIDENTIAL INVT CORP COM NEWreit | $66,000 | 0.0% | 6,000 | 0.0% | 0.06% | +3.8% | |
| LRGE | CLEARBRIDGE LARGE CAP GROWTH ESG ETFetf | $65,000 | -11.0% | 1,200 | 0.0% | 0.05% | -6.9% | |
| ICLN | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $65,000 | 0.0% | 3,039 | 0.0% | 0.05% | +3.8% | |
| AVGO | BROADCOM INC COMstock | $65,000 | -5.8% | 104 | 0.0% | 0.05% | -1.8% | |
| DLTR | DOLLAR TREE INC COMstock | $64,000 | +14.3% | 400 | 0.0% | 0.05% | +17.8% | |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INTstock | $63,000 | +12.5% | 2,500 | 0.0% | 0.05% | +15.6% | |
| BTZ | BLACKROCK CR ALLOCATION INCOME COMcef | $63,000 | -14.9% | 5,000 | 0.0% | 0.05% | -11.9% | |
| DAL | DELTA AIR LINES INC DEL COM NEWstock | $63,000 | -3.1% | 1,601 | 0.0% | 0.05% | 0.0% | |
| M | MACYS INC COMstock | $61,000 | -10.3% | 2,500 | 0.0% | 0.05% | -5.6% | |
| SWKS | SKYWORKS SOLUTIONS INC COMstock | $59,000 | -15.7% | 441 | 0.0% | 0.05% | -12.5% | |
| BSTZ | BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INTcef | $59,000 | -24.4% | 2,000 | 0.0% | 0.05% | -21.0% | |
| CGBD | CARLYLE SECURED LENDING INC COMcef | $58,000 | +5.5% | 4,000 | 0.0% | 0.05% | +9.1% | |
| GLD | SPDR GOLD SHARESetf | $58,000 | +7.4% | 320 | 0.0% | 0.05% | +11.6% | |
| ZTS | ZOETIS INC CL Astock | $57,000 | -18.6% | 300 | 0.0% | 0.05% | -16.1% | |
| FPE | FIRST TRUST PREFERRED SECURITIES AND INCOME ETFetf | $57,000 | -6.6% | 3,000 | 0.0% | 0.05% | -4.1% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSadr | $55,000 | +12.2% | 5,900 | 0.0% | 0.05% | +17.9% | |
| NVO | NOVO-NORDISK A S ADRadr | $56,000 | +3.7% | 500 | 0.0% | 0.05% | +7.0% | |
| SPYV | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $54,000 | -1.8% | 1,300 | 0.0% | 0.04% | +2.3% | |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETFetf | $54,000 | -1.8% | 494 | 0.0% | 0.04% | +2.3% | |
| HYT | BLACKROCK CORPOR HI YLD FD INC COMcef | $54,000 | -11.5% | 5,000 | 0.0% | 0.04% | -8.2% | |
| ORCL | ORACLE CORP COMstock | $52,000 | -5.5% | 625 | 0.0% | 0.04% | -2.3% | |
| CYBR | CYBERARK SOFTWARE LTD SHSstock | $51,000 | 0.0% | 300 | 0.0% | 0.04% | +2.4% | |
| TFC | TRUIST FINL CORP COMstock | $51,000 | -5.6% | 900 | 0.0% | 0.04% | -2.3% | |
| CVI | CVR ENERGY INC COMstock | $51,000 | +41.7% | 2,000 | 0.0% | 0.04% | +44.8% | |
| JGH | NUVEEN GLOBAL HIGH INCOME FD SHScef | $50,000 | -10.7% | 3,500 | 0.0% | 0.04% | -8.9% | |
| ASTS | AST SPACEMOBILE INC COM CL Astock | $50,000 | +22.0% | 5,000 | 0.0% | 0.04% | +24.2% | |
| SMG | SCOTTS MIRACLE-GRO CO CL Astock | $49,000 | -25.8% | 400 | 0.0% | 0.04% | -22.6% | |
| DKS | DICKS SPORTING GOODS INC COMstock | $50,000 | -12.3% | 500 | 0.0% | 0.04% | -10.9% | |
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $49,000 | -9.3% | 734 | 0.0% | 0.04% | -4.7% | |
| STWD | STARWOOD PPTY TR INC COMreit | $50,000 | -2.0% | 2,050 | 0.0% | 0.04% | 0.0% | |
| PXD | PIONEER NAT RES CO COMstock | $50,000 | +35.1% | 200 | 0.0% | 0.04% | +36.7% | |
| IWD | ISHARES RUSSELL 1000 VALUE ETFetf | $50,000 | -2.0% | 300 | 0.0% | 0.04% | 0.0% | |
| IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $48,000 | -4.0% | 300 | 0.0% | 0.04% | 0.0% | |
| FHN | FIRST HORIZON CORPORATION COMstock | $47,000 | +42.4% | 2,000 | 0.0% | 0.04% | +50.0% | |
| FFC | Flaherty & Crumrine Pfd Secs I Comcef | $47,000 | -9.6% | 2,395 | 0.0% | 0.04% | -7.1% | |
| COMM | COMMSCOPE HLDG CO INC COMstock | $47,000 | -32.9% | 6,000 | 0.0% | 0.04% | -30.4% | |
| HIO | WESTERN ASSET HIGH INCOME OPPO COMcef | $47,000 | -13.0% | 10,500 | 0.0% | 0.04% | -9.3% | |
| SNOW | SNOWFLAKE INC CL Astock | $46,000 | -30.3% | 200 | 0.0% | 0.04% | -28.3% | |
| SKYY | FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTINGetf | $45,000 | -13.5% | 500 | 0.0% | 0.04% | -11.9% | |
| CFG | CITIZENS FINL GROUP INC COMstock | $45,000 | -8.2% | 1,000 | 0.0% | 0.04% | -5.1% | |
| IYLD | ISHARES MORNINGSTAR MULTI-ASSET INCOME INDEX FUNDetf | $45,000 | -6.2% | 2,000 | 0.0% | 0.04% | -2.6% | |
| TCPC | BLACKROCK TCP CAPITAL CORP COMcef | $43,000 | +4.9% | 3,000 | 0.0% | 0.04% | +9.1% | |
| CHK | CHESAPEAKE ENERGY CORP COMstock | $44,000 | +33.3% | 500 | 0.0% | 0.04% | +38.5% | |
| RPM | RPM INTL INC COMstock | $41,000 | -16.3% | 500 | 0.0% | 0.03% | -12.8% | |
| CHPT | CHARGEPOINT HOLDINGS INC COM CL Astock | $41,000 | 0.0% | 2,050 | 0.0% | 0.03% | +3.0% | |
| TWLO | TWILIO INC CL Astock | $41,000 | -37.9% | 250 | 0.0% | 0.03% | -35.8% | |
| GHY | PGIM GLOBAL HIGH YIELD FD FORM COMcef | $40,000 | -11.1% | 3,000 | 0.0% | 0.03% | -8.3% | |
| ATVI | ACTIVISION BLIZZARD INC COMstock | $40,000 | +17.6% | 500 | 0.0% | 0.03% | +22.2% | |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $38,000 | -11.6% | 500 | 0.0% | 0.03% | -5.9% | |
| EXPE | EXPEDIA GROUP INC COM NEWstock | $39,000 | +5.4% | 200 | 0.0% | 0.03% | +6.7% | |
| ASO | ACADEMY SPORTS & OUTDOORS INC COMstock | $39,000 | -11.4% | 1,000 | 0.0% | 0.03% | -8.6% | |
| WY | WEYERHAEUSER CO MTN BE COM NEWreit | $38,000 | -7.3% | 1,000 | 0.0% | 0.03% | -3.0% | |
| RVNC | REVANCE THERAPEUTICS INC COMstock | $39,000 | +14.7% | 2,000 | 0.0% | 0.03% | +18.5% | |
| ETN | EATON CORP PLC SHSstock | $38,000 | -9.5% | 250 | 0.0% | 0.03% | -5.9% | |
| IJH | ISHARES S&P MIDCAP FUNDetf | $37,000 | -5.1% | 137 | 0.0% | 0.03% | 0.0% | |
| GLW | CORNING INC COMstock | $37,000 | 0.0% | 1,000 | 0.0% | 0.03% | +3.3% | |
| VZIO | VIZIO HLDG CORP CL A COMstock | $36,000 | -53.8% | 4,009 | 0.0% | 0.03% | -51.6% | |
| UBER | UBER TECHNOLOGIES INC COMstock | $36,000 | -18.2% | 1,000 | 0.0% | 0.03% | -14.3% | |
| QURE | UNIQURE NV SHSstock | $36,000 | -16.3% | 2,000 | 0.0% | 0.03% | -11.8% | |
| GBDC | GOLUB CAP BDC INC COMcef | $35,000 | 0.0% | 2,300 | 0.0% | 0.03% | +3.6% | |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COMcef | $34,000 | -12.8% | 4,000 | 0.0% | 0.03% | -9.7% | |
| AWP | ABERDEEN GLOBAL PREMIER PPTYS COM SH BEN INTcef | $32,000 | -5.9% | 5,000 | 0.0% | 0.03% | 0.0% | |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $33,000 | +3.1% | 702 | 0.0% | 0.03% | +3.8% | |
| PI | IMPINJ INC COMstock | $32,000 | -27.3% | 500 | 0.0% | 0.03% | -22.9% | |
| HQL | TEKLA LIFE SCIENCES INVS SH BEN INTcef | $33,000 | -15.4% | 2,000 | 0.0% | 0.03% | -12.9% | |
| DG | DOLLAR GEN CORP NEW COMstock | $33,000 | -5.7% | 150 | 0.0% | 0.03% | -3.6% | |
| RIOT | RIOT BLOCKCHAIN INC COMstock | $32,000 | -5.9% | 1,500 | 0.0% | 0.03% | 0.0% | |
| EAT | BRINKER INTL INC COMstock | $31,000 | +3.3% | 800 | 0.0% | 0.03% | +8.3% | |
| ESGU | ISHARES ESG AWARE MSCI USA ETFetf | $30,000 | -6.2% | 298 | 0.0% | 0.02% | -3.8% | |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $30,000 | -11.8% | 300 | 0.0% | 0.02% | -7.4% | |
| DDOG | DATADOG INC CL A COMstock | $30,000 | -9.1% | 200 | 0.0% | 0.02% | -3.8% | |
| LGLV | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $29,000 | -3.3% | 200 | 0.0% | 0.02% | 0.0% | |
| JD | JD.COM INC SPON ADR CL Aadr | $29,000 | -14.7% | 500 | 0.0% | 0.02% | -11.1% | |
| STOR | STORE CAP CORP COMreit | $29,000 | -17.1% | 1,000 | 0.0% | 0.02% | -14.3% | |
| RJF | RAYMOND JAMES FINL INC COMstock | $28,000 | +3.7% | 259 | 0.0% | 0.02% | +4.5% | |
| FFTY | INNOVATOR IBD 50 ETFetf | $28,000 | -15.2% | 720 | 0.0% | 0.02% | -11.5% | |
| SPSM | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $28,000 | -6.7% | 667 | 0.0% | 0.02% | -4.2% | |
| XLF | FINANCIAL SELECT SECTOR SPDR FUNDetf | $26,000 | 0.0% | 670 | 0.0% | 0.02% | +4.8% | |
| NIE | VIRTUS ALLIANZGI EQUITY & CONV COMcef | $27,000 | -10.0% | 1,000 | 0.0% | 0.02% | -8.3% | |
| APLS | APELLIS PHARMACEUTICALS INC COMstock | $25,000 | +4.2% | 500 | 0.0% | 0.02% | +10.5% | |
| TOTL | Spdr Doubleline Total Returnetf | $25,000 | -3.8% | 555 | 0.0% | 0.02% | 0.0% | |
| ZG | ZILLOW GROUP INC CL Astock | $24,000 | -22.6% | 500 | 0.0% | 0.02% | -20.0% | |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $24,000 | -7.7% | 200 | 0.0% | 0.02% | -4.8% | |
| MELI | MERCADOLIBRE INC COMstock | $24,000 | -11.1% | 20 | 0.0% | 0.02% | -9.1% | |
| JRI | NUVEEN REAL ASSET INCOME & GRO COMcef | $24,000 | -7.7% | 1,583 | 0.0% | 0.02% | -4.8% | |
| UAL | UNITED AIRLS HLDGS INC COMstock | $23,000 | 0.0% | 501 | 0.0% | 0.02% | +5.6% | |
| VO | VANGUARD MID-CAP INDEX FUNDetf | $23,000 | -4.2% | 95 | 0.0% | 0.02% | 0.0% | |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETFetf | $23,000 | -8.0% | 800 | 0.0% | 0.02% | -5.0% | |
| SCHP | SCHWAB U.S. TIPS ETFetf | $23,000 | 0.0% | 375 | 0.0% | 0.02% | +5.6% | |
| TSCO | TRACTOR SUPPLY CO COMstock | $23,000 | -4.2% | 100 | 0.0% | 0.02% | 0.0% | |
| EWZ | ISHARES MSCI BRAZIL ETFetf | $23,000 | +43.8% | 600 | 0.0% | 0.02% | +46.2% | |
| FE | FIRSTENERGY CORP COMstock | $23,000 | +9.5% | 500 | 0.0% | 0.02% | +11.8% | |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COMcef | $22,000 | -8.3% | 1,500 | 0.0% | 0.02% | -5.3% | |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIGH COMcef | $22,000 | -8.3% | 2,000 | 0.0% | 0.02% | -5.3% | |
| ALB | ALBEMARLE CORP COMstock | $22,000 | -8.3% | 100 | 0.0% | 0.02% | -5.3% | |
| VONV | VANGUARD RUSSELL 1000 VALUE ETFetf | $22,000 | 0.0% | 300 | 0.0% | 0.02% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC COMstock | $22,000 | -8.3% | 1,513 | 0.0% | 0.02% | -5.3% | |
| PAWZ | PROSHARES PET CARE ETFetf | $20,000 | -13.0% | 300 | 0.0% | 0.02% | -5.6% | |
| MPW | MEDICAL PPTYS TRUST INC COMreit | $21,000 | -8.7% | 1,000 | 0.0% | 0.02% | -5.6% | |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $21,000 | 0.0% | 500 | 0.0% | 0.02% | 0.0% | |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEWstock | $20,000 | 0.0% | 1,000 | 0.0% | 0.02% | +6.2% | |
| FISR | SPDR SSGA FIXED INCOME SECTOR ROTATION ETFetf | $20,000 | -9.1% | 700 | 0.0% | 0.02% | -5.6% | |
| NXPI | NXP SEMICONDUCTORS N V COMstock | $19,000 | -17.4% | 100 | 0.0% | 0.02% | -11.1% | |
| MGP | MGM GROWTH PPTYS LLC CL A COMreit | $19,000 | -5.0% | 500 | 0.0% | 0.02% | 0.0% | |
| SLYV | SPDR S&P 600 SMALL CAP VALUE ETFetf | $19,000 | -5.0% | 230 | 0.0% | 0.02% | 0.0% | |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INTcef | $19,000 | -9.5% | 1,100 | 0.0% | 0.02% | -5.9% | |
| ARDC | ARES DYNAMIC CR ALLOCATION FD COMcef | $19,000 | -9.5% | 1,300 | 0.0% | 0.02% | -5.9% | |
| NOK | NOKIA CORP SPONSORED ADRadr | $18,000 | -14.3% | 3,300 | 0.0% | 0.02% | -11.8% | |
| LULU | LULULEMON ATHLETICA INC COMstock | $18,000 | -5.3% | 50 | 0.0% | 0.02% | 0.0% | |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $18,000 | 0.0% | 420 | 0.0% | 0.02% | +7.1% | |
| HRL | HORMEL FOODS CORP COMstock | $18,000 | +5.9% | 350 | 0.0% | 0.02% | +7.1% | |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $17,000 | +6.2% | 1,600 | 0.0% | 0.01% | +7.7% | |
| BRMK | BROADMARK RLTY CAP INC COMstock | $17,000 | -10.5% | 2,000 | 0.0% | 0.01% | -6.7% | |
| UA | UNDER ARMOUR INC CL Cstock | $16,000 | -11.1% | 1,000 | 0.0% | 0.01% | -7.1% | |
| TAP | MOLSON COORS BEVERAGE CO CL Bstock | $16,000 | +14.3% | 300 | 0.0% | 0.01% | +18.2% | |
| SFL | SFL CORPORATION LTD SHSstock | $16,000 | +23.1% | 1,543 | 0.0% | 0.01% | +30.0% | |
| ESGD | ISHARES MSCI EAFE ESG SELECT ETFetf | $16,000 | -5.9% | 214 | 0.0% | 0.01% | -7.1% | |
| WPC | WP CAREY INC COMreit | $16,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| ETSY | ETSY INC COMstock | $16,000 | -38.5% | 125 | 0.0% | 0.01% | -38.1% | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $14,000 | 0.0% | 275 | 0.0% | 0.01% | +9.1% | |
| GIS | GENERAL MLS INC COMstock | $14,000 | +7.7% | 200 | 0.0% | 0.01% | +20.0% | |
| PEJ | INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETFetf | $15,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| PGX | INVESCO PREFERRED ETFetf | $14,000 | -6.7% | 1,000 | 0.0% | 0.01% | 0.0% | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUNDetf | $15,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| MDYV | SPDR S&P 400 MID CAP VALUE ETFetf | $15,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% | |
| SUNS | SLR SENIOR INVESTMENT CORP COMcef | $14,000 | 0.0% | 1,000 | 0.0% | 0.01% | +9.1% | |
| FGB | FIRST TR SPECIALTY FIN & FINL COM BEN INTRcef | $13,000 | 0.0% | 3,200 | 0.0% | 0.01% | +10.0% | |
| ALL | ALLSTATE CORP COMstock | $13,000 | +18.2% | 96 | 0.0% | 0.01% | +22.2% | |
| DIGITAL WORLD ACQUISITION CORP CLASS A COMstock | $13,000 | +30.0% | 200 | 0.0% | 0.01% | +37.5% | ||
| EBAY | EBAY INC. COMstock | $13,000 | -13.3% | 230 | 0.0% | 0.01% | -8.3% | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $13,000 | -7.1% | 125 | 0.0% | 0.01% | 0.0% | |
| GOVT | ISHARES U.S. TREASURY BOND ETFetf | $13,000 | -7.1% | 535 | 0.0% | 0.01% | 0.0% | |
| MRO | MARATHON OIL CORP COMstock | $13,000 | +62.5% | 500 | 0.0% | 0.01% | +83.3% | |
| VTV | VANGUARD VALUE INDEX FUNDetf | $13,000 | 0.0% | 85 | 0.0% | 0.01% | +10.0% | |
| WDAY | WORKDAY INC CL Astock | $12,000 | -7.7% | 50 | 0.0% | 0.01% | 0.0% | |
| HQH | TEKLA HEALTHCARE INVS SH BEN INTcef | $12,000 | -14.3% | 600 | 0.0% | 0.01% | -9.1% | |
| SCKT | SOCKET MOBILE INC COM NEWstock | $12,000 | -7.7% | 3,000 | 0.0% | 0.01% | 0.0% | |
| BGH | BARINGS GLOBAL SHORT DURATION COMcef | $12,000 | -14.3% | 800 | 0.0% | 0.01% | -9.1% | |
| XSLV | INVESCO S&P SMALLCAP LOW VOLATILITY ETFetf | $11,000 | -8.3% | 228 | 0.0% | 0.01% | -10.0% | |
| VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $11,000 | -8.3% | 44 | 0.0% | 0.01% | -10.0% | |
| XLB | Materials Select Sector SPDRetf | $11,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% | |
| GIM | TEMPLETON GLOBAL INCOME FD COMcef | $11,000 | -8.3% | 2,260 | 0.0% | 0.01% | -10.0% | |
| WCC | WESCO INTL INC COMstock | $10,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% | |
| VLO | VALERO ENERGY CORP COMstock | $10,000 | +25.0% | 100 | 0.0% | 0.01% | +33.3% | |
| LVS | LAS VEGAS SANDS CORP COMstock | $10,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| WKHS | WORKHORSE GROUP INC COM NEWstock | $10,000 | +11.1% | 2,000 | 0.0% | 0.01% | +14.3% | |
| PIO | INVESCO GLOBAL WATER ETFetf | $10,000 | -16.7% | 285 | 0.0% | 0.01% | -20.0% | |
| GOGO | GOGO INC COMstock | $10,000 | +42.9% | 500 | 0.0% | 0.01% | +33.3% | |
| MS | MORGAN STANLEY COM NEWstock | $9,000 | -10.0% | 100 | 0.0% | 0.01% | -12.5% | |
| MATTERPORT INC COM CL Astock | $8,000 | -60.0% | 1,000 | 0.0% | 0.01% | -56.2% | ||
| MIDD | MIDDLEBY CORP COMstock | $8,000 | -20.0% | 50 | 0.0% | 0.01% | -12.5% | |
| MDIV | MULTI-ASSET DIVERSIFIED INCOME INDEX FUNDetf | $8,000 | 0.0% | 500 | 0.0% | 0.01% | +16.7% | |
| ROKU | ROKU INC COM CL Astock | $9,000 | -47.1% | 75 | 0.0% | 0.01% | -50.0% | |
| QS | QUANTUMSCAPE CORP COM CL Astock | $9,000 | -10.0% | 450 | 0.0% | 0.01% | -12.5% | |
| VIS | Vanguard Industrials Index ETFetf | $9,000 | 0.0% | 45 | 0.0% | 0.01% | 0.0% | |
| HYLD | HIGH YIELD ETFetf | $9,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| PBR | PETROLEO BRASILEIRO SA PETROBR SPONSORED ADRadr | $9,000 | +28.6% | 600 | 0.0% | 0.01% | +16.7% | |
| EXAS | EXACT SCIENCES CORP COMstock | $8,000 | -11.1% | 111 | 0.0% | 0.01% | 0.0% | |
| XLY | Consumer Discretionary Select Sector SPDRetf | $9,000 | -18.2% | 50 | 0.0% | 0.01% | -22.2% | |
| MJ | ETFMG ALTERNATIVE HARVEST ETFetf | $8,000 | -11.1% | 750 | 0.0% | 0.01% | 0.0% | |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT FD SHScef | $9,000 | -10.0% | 564 | 0.0% | 0.01% | -12.5% | |
| NFLX | NETFLIX INC COMstock | $9,000 | -40.0% | 25 | 0.0% | 0.01% | -41.7% | |
| DD | DUPONT DE NEMOURS INC COMstock | $9,000 | 0.0% | 116 | 0.0% | 0.01% | 0.0% | |
| MTW | MANITOWOC CO INC COM NEWstock | $8,000 | -20.0% | 500 | 0.0% | 0.01% | -12.5% | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $7,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% | |
| SMTC | SEMTECH CORP COMstock | $7,000 | -22.2% | 100 | 0.0% | 0.01% | -14.3% | |
| DLR | DIGITAL RLTY TR INC COMreit | $7,000 | -22.2% | 50 | 0.0% | 0.01% | -14.3% | |
| KPTI | KARYOPHARM THERAPEUTICS INC COMstock | $7,000 | +16.7% | 900 | 0.0% | 0.01% | +20.0% | |
| IYZ | Ishares U.S. Telecommunications ETFetf | $7,000 | -12.5% | 235 | 0.0% | 0.01% | 0.0% | |
| ICSH | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $6,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% | |
| DRIV | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $6,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| HACK | ETFMG PRIME CYBER SECURITY ETFetf | $6,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| AHH | ARMADA HOFFLER PPTYS INC COMreit | $6,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| ESPO | VANECK VIDEO GAMING AND ESPORTS ETFetf | $6,000 | -14.3% | 100 | 0.0% | 0.01% | -16.7% | |
| SDIV | GLOBAL X SUPERDIVIDEND ETFetf | $6,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| WDC | WESTERN DIGITAL CORP. COMstock | $5,000 | -28.6% | 100 | 0.0% | 0.00% | -33.3% | |
| SPMD | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INC SPON ADSadr | $5,000 | -37.5% | 250 | 0.0% | 0.00% | -33.3% | |
| ITRI | ITRON INC COMstock | $5,000 | -28.6% | 100 | 0.0% | 0.00% | -33.3% | |
| GLOBAL X BLOCKCHAIN ETFetf | $5,000 | -28.6% | 300 | 0.0% | 0.00% | -33.3% | ||
| BODY | THE BEACHBODY COMPANY INC COM CL Astock | $5,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| MDXG | MIMEDX GROUP INC COMstock | $5,000 | -16.7% | 1,000 | 0.0% | 0.00% | -20.0% | |
| RCL | ROYAL CARIBBEAN GROUP COMstock | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| BLDE | BLADE AIR MOBILITY INC CL A COMstock | $4,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ZUO | ZUORA INC COM CL Astock | $4,000 | -33.3% | 300 | 0.0% | 0.00% | -40.0% | |
| DNUT | KRISPY KREME INC COMstock | $4,000 | -33.3% | 300 | 0.0% | 0.00% | -40.0% | |
| GSK | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GNW | GENWORTH FINL INC COM CL Astock | $3,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
| DIDI | DIDI GLOBAL INC SPONSORED ADSadr | $2,000 | -50.0% | 750 | 0.0% | 0.00% | -33.3% | |
| GDRX | GOODRX HLDGS INC COM CL Astock | $2,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| KRP | KIMBELL RTY PARTNERS LP UNITstock | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BCRX | BIOCRYST PHARMACEUTICALS INC COMstock | $3,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| SYLVAMO CORP COMMON STOCKstock | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | ||
| STIP | ISHARES 0-5 YEAR TIPS BOND ETFetf | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| RMO | ROMEO POWER INC COMstock | $3,000 | -62.5% | 2,000 | 0.0% | 0.00% | -66.7% | |
| SSTI | SHOTSPOTTER INC COMstock | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| N-ABLE INC COMMON STOCKstock | $2,000 | -33.3% | 250 | 0.0% | 0.00% | 0.0% | ||
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| PSFE | PAYSAFE LIMITED ORDstock | $2,000 | -33.3% | 700 | 0.0% | 0.00% | 0.0% | |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INC CL Astock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| MRNA | MODERNA INC COMstock | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| MATW | MATTHEWS INTL CORP CL Astock | $1,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| UNIT | UNITI GROUP INC COMreit | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NUSI | NATIONWIDE NASDAQ-100 RISK-MANAGED INCOME ETFetf | $1,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC COMstock | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC COMstock | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
| ACB | AURORA CANNABIS INC COMstock | $1,000 | -50.0% | 267 | 0.0% | 0.00% | -50.0% | |
| CENNTRO ELECTRIC GROUP LIMITED ORD SHSstock | $1,000 | -75.0% | 667 | 0.0% | 0.00% | -66.7% | ||
| CGC | CANOPY GROWTH CORP COMstock | $0 | – | 15 | 0.0% | 0.00% | – | |
| KDP | KEURIG DR PEPPER INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| NVCN | NEOVASC INC COMstock | $0 | – | 120 | 0.0% | 0.00% | – | |
| SIRI | SIRIUS XM HOLDINGS INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| LPRO | OPEN LENDING CORP COM CL Astock | $0 | – | 5 | 0.0% | 0.00% | – | |
| SAN | BANCO SANTANDER S.A. ADRadr | $0 | – | 12 | 0.0% | 0.00% | – | |
| ONVO | ORGANOVO HLDGS INC COM NEWstock | $0 | – | 25 | 0.0% | 0.00% | – | |
| ASXC | ASENSUS SURGICAL INC COMstock | $0 | – | 385 | 0.0% | 0.00% | – | |
| POSH | POSHMARK INC COM CL Astock | $0 | – | 5 | 0.0% | 0.00% | – | |
| ARCHER AVIATION INC COM CL Astock | $0 | – | 50 | 0.0% | 0.00% | – | ||
| APPH | APPHARVEST INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| GSAT | GLOBALSTAR INC COMstock | $0 | – | 300 | 0.0% | 0.00% | – | |
| FSLY | FASTLY INC CL Astock | $0 | – | 5 | 0.0% | 0.00% | – | |
| IMGN | IMMUNOGEN INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| NSPR | INSPIREMD INC COMstock | $0 | – | 110 | 0.0% | 0.00% | – | |
| EVFM | EVOFEM BIOSCIENCES INC COMstock | $0 | – | 332 | 0.0% | 0.00% | – | |
| VRT | VERTIV HOLDINGS CO COM CL Astock | $0 | – | 10 | 0.0% | 0.00% | – | |
| MVP | ROUNDHILL PRO SPORTS, MEDIA & APPAREL ETFetf | $0 | – | 18 | 0.0% | 0.00% | – | |
| BBIG | VINCO VENTURES INC COMstock | $0 | – | 100 | 0.0% | 0.00% | – | |
| CPNG | COUPANG INC CL Astock | $0 | – | 10 | 0.0% | 0.00% | – | |
| STEM | STEM INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| COF | CAPITAL ONE FINL CORP COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| ME | 23ANDME HOLDING CO CLASS A COMstock | $0 | – | 50 | 0.0% | 0.00% | – | |
| SHE | SPDR SSGA GENDER DIVERSITY INDEX ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
| BRCN | BURCON NUTRASCIENCE CORP COMstock | $0 | – | 100 | 0.0% | 0.00% | – | |
| BMBL | BUMBLE INC COM CL Astock | $0 | – | 5 | 0.0% | 0.00% | – | |
| SJM | SMUCKER J M CO COM NEWstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| SKLZ | SKILLZ INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| BPMX | TIMBER PHARMACEUTICALS INC COMstock | $0 | – | 166 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 12 | Q3 2023 | 7.8% |
| PROCTER AND GAMBLE CO COM | 12 | Q3 2023 | 4.0% |
| SPDR S&P 1500 Composite | 12 | Q3 2023 | 4.9% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND | 12 | Q3 2023 | 4.5% |
| APPLE INC COM | 12 | Q3 2023 | 4.1% |
| SCHWAB US DIVIDEND EQUITY ETF | 12 | Q3 2023 | 4.1% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 12 | Q3 2023 | 3.9% |
| ALPHABET INC CAP STK CL C | 12 | Q3 2023 | 1.6% |
| GLOBAL X MLP ETF | 12 | Q3 2023 | 1.5% |
| VANECK VECTORS BDC INCOME ETF | 12 | Q3 2023 | 1.5% |
View Future Financial Wealth Managment LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-04-15 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-04 |
| 13F-HR | 2023-01-05 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-05 |
| 13F-HR | 2022-05-03 |
View Future Financial Wealth Managment LLC's complete filings history.
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- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
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