$263 Million is the total value of CVA Family Office, LLC's 792 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 131.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $33,504,000 | +186.0% | 459,457 | +151.6% | 12.72% | +76.8% |
IEFA | Buy | ISHARES TRcore msci eafe | $18,020,000 | +188.7% | 250,100 | +176.8% | 6.84% | +78.4% |
IVV | Buy | ISHARES TRcore s&p500 etf | $14,373,000 | +17.7% | 36,129 | +11.1% | 5.46% | -27.2% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $9,448,000 | +31.3% | 26,354 | +29.6% | 3.59% | -18.9% |
VOO | Buy | VANGUARD INDEX FDS | $8,819,000 | +11.1% | 24,207 | +4.8% | 3.35% | -31.3% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $7,225,000 | +5.2% | 75,241 | -0.4% | 2.74% | -35.0% |
IEMG | Buy | ISHARES INCcore msci emkt | $6,917,000 | +233.3% | 107,476 | +221.3% | 2.62% | +106.0% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $6,067,000 | +11.5% | 62,732 | +4.9% | 2.30% | -31.1% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $5,738,000 | +22.0% | 27,759 | +14.8% | 2.18% | -24.6% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,874,000 | +5.3% | 33,140 | +1.0% | 1.85% | -35.0% |
IJR | Buy | ISHARES TRcore s&p scp etf | $4,654,000 | +49.3% | 42,880 | +26.4% | 1.77% | -7.8% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $4,591,000 | +36.3% | 122,046 | +30.5% | 1.74% | -15.8% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $4,583,000 | +771.3% | 27,675 | +647.6% | 1.74% | +438.4% |
EFAV | Buy | ISHARES TRmsci eafe min vl | $4,331,000 | -0.1% | 59,336 | +0.5% | 1.64% | -38.3% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $4,214,000 | +68.2% | 132,593 | +62.3% | 1.60% | +3.9% |
FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $3,774,000 | +4237.9% | 117,558 | +3860.8% | 1.43% | +2601.9% |
GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $3,613,000 | +75.1% | 45,663 | +67.5% | 1.37% | +8.2% |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $3,443,000 | +11.1% | 63,812 | +15.4% | 1.31% | -31.3% |
MTUM | Buy | ISHARES TRmsci usa mmentm | $3,351,000 | +1.2% | 20,833 | +1.5% | 1.27% | -37.4% |
DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $3,328,000 | +569.6% | 118,108 | +524.9% | 1.26% | +314.1% |
QDF | Buy | FLEXSHARES TRqualt divd idx | $3,191,000 | +11.0% | 59,878 | +3.0% | 1.21% | -31.4% |
AAPL | Buy | APPLE INC | $3,166,000 | +65.8% | 25,915 | +80.1% | 1.20% | +2.5% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $2,987,000 | +22.4% | 11,476 | +8.1% | 1.13% | -24.3% |
VHT | Buy | VANGUARD WORLD FDShealth car etf | $2,820,000 | +87.7% | 12,327 | +83.6% | 1.07% | +15.9% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,666,000 | +1.8% | 32,314 | +2.7% | 1.01% | -37.1% |
GUNR | Buy | FLEXSHARES TRmornstar upstr | $2,634,000 | +730.9% | 72,771 | +647.1% | 1.00% | +412.8% |
BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $2,628,000 | -3.2% | 46,013 | -0.7% | 1.00% | -40.2% |
MSFT | Buy | MICROSOFT CORP | $2,506,000 | +127.0% | 10,629 | +114.2% | 0.95% | +40.3% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,470,000 | +20.8% | 9,670 | +9.7% | 0.94% | -25.3% |
DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $2,268,000 | +25100.0% | 81,348 | +23142.3% | 0.86% | +14250.0% |
CWB | Buy | SPDR SER TRblmbrg brc cnvrt | $2,245,000 | +2.2% | 26,931 | +1.5% | 0.85% | -36.8% |
VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,085,000 | +4.0% | 42,456 | 0.0% | 0.79% | -35.7% | |
AMPE | AMPIO PHARMACEUTICALS INC | $1,983,000 | +6.3% | 1,173,200 | 0.0% | 0.75% | -34.2% | |
SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $1,918,000 | +307.2% | 31,367 | +313.7% | 0.73% | +151.9% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,770,000 | +29.3% | 17,514 | +17.0% | 0.67% | -20.1% |
KMI | Buy | KINDER MORGAN INC DEL | $1,749,000 | +22.2% | 105,061 | +0.4% | 0.66% | -24.5% |
AMZN | Buy | AMAZON COM INC | $1,609,000 | +130.8% | 520 | +143.0% | 0.61% | +42.8% |
VOX | Buy | VANGUARD WORLD FDS | $1,601,000 | +75.9% | 12,313 | +62.7% | 0.61% | +8.8% |
FLRN | Buy | SPDR SER TRblomberg brc inv | $1,547,000 | +10.6% | 50,489 | +10.4% | 0.59% | -31.7% |
KO | Buy | COCA COLA CO | $1,455,000 | +11.8% | 27,598 | +16.2% | 0.55% | -31.0% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,450,000 | +52.6% | 4,543 | +50.0% | 0.55% | -5.7% |
FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $1,353,000 | +14.1% | 26,190 | +0.0% | 0.51% | -29.5% |
DVY | Sell | ISHARES TRselect divid etf | $1,285,000 | 0.0% | 11,262 | -15.7% | 0.49% | -38.1% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $1,093,000 | +494.0% | 530 | +404.8% | 0.42% | +267.3% |
IWV | ISHARES TRrussell 3000 etf | $1,044,000 | +6.1% | 4,400 | 0.0% | 0.40% | -34.4% | |
WMT | Buy | WALMART INC | $970,000 | +17.7% | 7,143 | +24.9% | 0.37% | -27.3% |
QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $949,000 | +4.4% | 42,042 | +5.4% | 0.36% | -35.5% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $927,000 | +13.3% | 9,302 | +1.2% | 0.35% | -29.9% |
JNJ | Buy | JOHNSON & JOHNSON | $879,000 | +89.4% | 5,347 | +81.2% | 0.33% | +17.2% |
HDV | Sell | ISHARES TRcore high dv etf | $787,000 | +4.5% | 8,293 | -3.5% | 0.30% | -35.3% |
PG | Buy | PROCTER AND GAMBLE CO | $782,000 | +54.9% | 5,772 | +59.2% | 0.30% | -4.2% |
DGRW | WISDOMTREE TRus qtly div grt | $774,000 | +6.0% | 13,530 | 0.0% | 0.29% | -34.4% | |
JPM | Buy | JPMORGAN CHASE & CO | $775,000 | +131.3% | 5,088 | +92.9% | 0.29% | +42.7% |
IWD | ISHARES TRrus 1000 val etf | $705,000 | +10.8% | 4,651 | 0.0% | 0.27% | -31.5% | |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $699,000 | -8.3% | 7,606 | -15.2% | 0.26% | -43.4% |
NEE | Buy | NEXTERA ENERGY INC | $692,000 | +21.2% | 9,147 | +23.5% | 0.26% | -25.1% |
VB | VANGUARD INDEX FDSsmall cp etf | $678,000 | +9.9% | 3,168 | 0.0% | 0.26% | -32.2% | |
INTC | Buy | INTEL CORP | $644,000 | +131.7% | 10,057 | +80.3% | 0.24% | +42.7% |
SPY | SPDR S&P 500 ETF TRtr unit | $622,000 | +6.1% | 1,568 | 0.0% | 0.24% | -34.4% | |
MA | Buy | MASTERCARD INCORPORATEDcl a | $616,000 | +68.3% | 1,731 | +68.7% | 0.23% | +4.0% |
HD | Buy | HOME DEPOT INC | $616,000 | +89.0% | 2,019 | +64.8% | 0.23% | +17.0% |
FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $615,000 | +23.0% | 12,147 | +4.3% | 0.23% | -24.1% |
UNP | Buy | UNION PAC CORP | $606,000 | +32.0% | 2,751 | +24.7% | 0.23% | -18.4% |
VUG | VANGUARD INDEX FDSgrowth etf | $591,000 | +1.5% | 2,299 | 0.0% | 0.22% | -37.3% | |
CSCO | Buy | CISCO SYS INC | $574,000 | +104.3% | 11,092 | +76.7% | 0.22% | +26.0% |
T | Buy | AT&T INC | $567,000 | +35.3% | 18,740 | +28.8% | 0.22% | -16.3% |
FB | Buy | FACEBOOK INCcl a | $560,000 | +956.6% | 1,903 | +886.0% | 0.21% | +545.5% |
CVX | Buy | CHEVRON CORP NEW | $561,000 | +45.3% | 5,353 | +17.2% | 0.21% | -10.1% |
DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $548,000 | – | 19,538 | +100.0% | 0.21% | – |
VZ | Buy | VERIZON COMMUNICATIONS INC | $544,000 | +14.5% | 9,356 | +15.8% | 0.21% | -29.5% |
TSLA | Buy | TESLA INC | $541,000 | +410.4% | 810 | +440.0% | 0.20% | +215.4% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $531,000 | +32.8% | 1,164 | +35.5% | 0.20% | -17.9% |
ABT | Buy | ABBOTT LABS | $527,000 | +59.7% | 4,400 | +46.2% | 0.20% | -1.5% |
MRK | Buy | MERCK & CO. INC | $505,000 | +10.3% | 6,552 | +17.0% | 0.19% | -31.7% |
TIP | Buy | ISHARES TRtips bd etf | $498,000 | +43.1% | 3,968 | +45.3% | 0.19% | -11.7% |
SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $497,000 | +11.2% | 9,682 | +11.2% | 0.19% | -31.3% |
XOM | Buy | EXXON MOBIL CORP | $487,000 | +372.8% | 8,724 | +248.5% | 0.18% | +193.7% |
PFE | Buy | PFIZER INC | $484,000 | +34.8% | 13,359 | +36.9% | 0.18% | -16.4% |
FNB | F N B CORP | $462,000 | +33.5% | 36,400 | 0.0% | 0.18% | -17.8% | |
FNDB | Buy | SCHWAB STRATEGIC TRschwab fdt us bm | $459,000 | +52.5% | 8,949 | +33.3% | 0.17% | -5.9% |
GIS | Buy | GENERAL MLS INC | $435,000 | +13.6% | 7,100 | +8.9% | 0.16% | -29.8% |
IVW | ISHARES TRs&p 500 grwt etf | $430,000 | +2.1% | 6,600 | 0.0% | 0.16% | -37.1% | |
EFG | Buy | ISHARES TReafe grwth etf | $420,000 | +13.2% | 4,185 | +13.9% | 0.16% | -30.3% |
CMCSA | Buy | COMCAST CORP NEWcl a | $417,000 | +82.9% | 7,709 | +77.5% | 0.16% | +12.9% |
BAC | Buy | BK OF AMERICA CORP | $397,000 | +194.1% | 10,264 | +131.2% | 0.15% | +81.9% |
PM | Buy | PHILIP MORRIS INTL INC | $399,000 | +22.0% | 4,496 | +13.9% | 0.15% | -24.9% |
V | Buy | VISA INC | $389,000 | +213.7% | 1,835 | +224.8% | 0.15% | +94.7% |
SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $381,000 | -10.1% | 9,664 | -14.2% | 0.14% | -44.2% |
DHR | Buy | DANAHER CORPORATION | $380,000 | +36.2% | 1,690 | +34.7% | 0.14% | -15.8% |
PEP | Buy | PEPSICO INC | $369,000 | +109.7% | 2,612 | +120.4% | 0.14% | +29.6% |
AGG | Buy | ISHARES TRcore us aggbd et | $365,000 | -3.4% | 3,204 | +0.1% | 0.14% | -40.1% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $361,000 | +16.8% | 4,671 | +8.1% | 0.14% | -27.9% |
MO | Buy | ALTRIA GROUP INC | $357,000 | +119.0% | 6,969 | +75.8% | 0.14% | +35.0% |
LLY | Buy | LILLY ELI & CO | $354,000 | +51.3% | 1,896 | +36.8% | 0.13% | -6.9% |
UNH | Buy | UNITEDHEALTH GROUP INC | $342,000 | +362.2% | 920 | +338.1% | 0.13% | +188.9% |
COST | Buy | COSTCO WHSL CORP NEW | $339,000 | +36.7% | 963 | +46.4% | 0.13% | -15.1% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $338,000 | +9.4% | 4,540 | +0.0% | 0.13% | -32.6% |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $334,000 | +3.1% | 2,860 | 0.0% | 0.13% | -36.2% | |
PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $329,000 | -1.8% | 21,940 | 0.0% | 0.12% | -39.3% | |
MDT | Buy | MEDTRONIC PLC | $326,000 | +70.7% | 2,763 | +69.2% | 0.12% | +6.0% |
PFF | Buy | ISHARES TRpfd and incm sec | $325,000 | +1610.5% | 8,475 | +1595.0% | 0.12% | +925.0% |
NSC | Buy | NORFOLK SOUTHN CORP | $320,000 | +33.9% | 1,192 | +18.4% | 0.12% | -17.7% |
ACN | Buy | ACCENTURE PLC IRELAND | $320,000 | +97.5% | 1,160 | +87.1% | 0.12% | +22.2% |
EPP | ISHARES INCmsci pac jp etf | $317,000 | +5.0% | 6,316 | 0.0% | 0.12% | -35.1% | |
EEM | ISHARES TRmsci emg mkt etf | $310,000 | +3.3% | 5,813 | 0.0% | 0.12% | -35.9% | |
IWM | ISHARES TRrussell 2000 etf | $307,000 | +12.9% | 1,389 | 0.0% | 0.12% | -29.9% | |
NVDA | Buy | NVIDIA CORPORATION | $301,000 | +370.3% | 563 | +357.7% | 0.11% | +192.3% |
COP | Buy | CONOCOPHILLIPS | $293,000 | +42.2% | 5,529 | +7.1% | 0.11% | -12.6% |
VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $282,000 | +73.0% | 3,400 | +70.0% | 0.11% | +7.0% |
DIS | Buy | DISNEY WALT CO | $278,000 | +717.6% | 1,508 | +715.1% | 0.11% | +404.8% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $267,000 | -16.6% | 2,010 | -18.4% | 0.10% | -48.7% |
AMGN | Buy | AMGEN INC | $250,000 | +150.0% | 1,003 | +131.6% | 0.10% | +55.7% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $233,000 | +242.6% | 491 | +261.0% | 0.09% | +109.5% |
LOW | Buy | LOWES COS INC | $222,000 | +226.5% | 1,169 | +175.7% | 0.08% | +100.0% |
ORCL | Buy | ORACLE CORP | $212,000 | +58.2% | 3,027 | +46.4% | 0.08% | -2.4% |
PSR | INVESCO ACTIVELY MANAGED ETFactive us real | $210,000 | +7.7% | 2,246 | 0.0% | 0.08% | -33.3% | |
VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $207,000 | -4.6% | 2,230 | 0.0% | 0.08% | -40.6% | |
PYPL | New | PAYPAL HLDGS INC | $202,000 | – | 830 | +100.0% | 0.08% | – |
WFC | Buy | WELLS FARGO CO NEW | $200,000 | +233.3% | 5,117 | +155.7% | 0.08% | +105.4% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $199,000 | +9.3% | 3,153 | +7.6% | 0.08% | -32.1% |
MPC | Buy | MARATHON PETE CORP | $199,000 | +51.9% | 3,719 | +17.5% | 0.08% | -5.0% |
AVGO | Buy | BROADCOM INC | $198,000 | +230.0% | 428 | +210.1% | 0.08% | +102.7% |
MCD | Buy | MCDONALDS CORP | $192,000 | +137.0% | 858 | +127.0% | 0.07% | +46.0% |
QCOM | Buy | QUALCOMM INC | $189,000 | +117.2% | 1,425 | +150.0% | 0.07% | +35.8% |
HON | Buy | HONEYWELL INTL INC | $189,000 | +270.6% | 870 | +262.5% | 0.07% | +132.3% |
SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $188,000 | +1.1% | 1,446 | 0.0% | 0.07% | -37.7% | |
AEE | Buy | AMEREN CORP | $188,000 | +20.5% | 2,310 | +15.5% | 0.07% | -26.0% |
FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $177,000 | +139.2% | 5,770 | +120.2% | 0.07% | +48.9% |
ABBV | Buy | ABBVIE INC | $175,000 | +446.9% | 1,620 | +440.0% | 0.07% | +230.0% |
FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $173,000 | +1.8% | 1,630 | 0.0% | 0.07% | -36.5% | |
VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $172,000 | +100.0% | 2,633 | +87.0% | 0.06% | +22.6% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $164,000 | +69.1% | 1,282 | +51.2% | 0.06% | +3.3% |
TXN | Buy | TEXAS INSTRS INC | $161,000 | +387.9% | 850 | +325.0% | 0.06% | +205.0% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $162,000 | +51.4% | 2,769 | +51.0% | 0.06% | -7.6% |
NFLX | New | NETFLIX INC | $162,000 | – | 310 | +100.0% | 0.06% | – |
LIN | Buy | LINDE PLC | $161,000 | +203.8% | 575 | +187.5% | 0.06% | +84.8% |
ETN | Buy | EATON CORP PLC | $156,000 | +57.6% | 1,128 | +37.2% | 0.06% | -3.3% |
NKE | Buy | NIKE INCcl b | $152,000 | +300.0% | 1,141 | +321.0% | 0.06% | +152.2% |
DAL | Buy | DELTA AIR LINES INC DEL | $148,000 | +35.8% | 3,070 | +13.7% | 0.06% | -16.4% |
EFA | ISHARES TRmsci eafe etf | $147,000 | +3.5% | 1,942 | 0.0% | 0.06% | -35.6% | |
TGT | Buy | TARGET CORP | $145,000 | +101.4% | 731 | +80.0% | 0.06% | +25.0% |
DE | Buy | DEERE & CO | $145,000 | +253.7% | 386 | +155.6% | 0.06% | +120.0% |
APD | Buy | AIR PRODS & CHEMS INC | $143,000 | +47.4% | 510 | +43.7% | 0.05% | -10.0% |
ARKF | New | ARK ETF TRfintech innova | $141,000 | – | 2,750 | +100.0% | 0.05% | – |
CL | Buy | COLGATE PALMOLIVE CO | $143,000 | +169.8% | 1,812 | +191.3% | 0.05% | +63.6% |
C | Buy | CITIGROUP INC | $136,000 | +491.3% | 1,876 | +404.3% | 0.05% | +271.4% |
VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $138,000 | +3.8% | 2,658 | 0.0% | 0.05% | -36.6% | |
MMM | Buy | 3M CO | $137,000 | +585.0% | 709 | +521.9% | 0.05% | +333.3% |
DHS | Buy | WISDOMTREE TRus high dividend | $134,000 | +10.7% | 1,759 | +0.8% | 0.05% | -31.1% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $134,000 | +7.2% | 760 | +0.1% | 0.05% | -33.8% |
LMT | Buy | LOCKHEED MARTIN CORP | $135,000 | +145.5% | 365 | +135.5% | 0.05% | +50.0% |
CAT | Buy | CATERPILLAR INC | $129,000 | +108.1% | 555 | +63.2% | 0.05% | +28.9% |
SO | Buy | SOUTHERN CO | $130,000 | +128.1% | 2,090 | +123.5% | 0.05% | +40.0% |
CLX | Buy | CLOROX CO DEL | $127,000 | -2.3% | 660 | +2.3% | 0.05% | -40.0% |
IQDF | FLEXSHARES TRintl qltdv idx | $127,000 | +5.8% | 4,949 | 0.0% | 0.05% | -35.1% | |
VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $127,000 | +2.4% | 2,279 | 0.0% | 0.05% | -36.8% | |
MS | Buy | MORGAN STANLEY | $127,000 | +69.3% | 1,631 | +48.7% | 0.05% | +4.3% |
BA | Buy | BOEING CO | $126,000 | +641.2% | 494 | +533.3% | 0.05% | +380.0% |
OC | OWENS CORNING NEW | $124,000 | +21.6% | 1,350 | 0.0% | 0.05% | -25.4% | |
PSCT | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $120,000 | +12.1% | 875 | 0.0% | 0.05% | -30.3% | |
KHC | Buy | KRAFT HEINZ CO | $120,000 | +55.8% | 2,999 | +34.7% | 0.05% | -2.1% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $118,000 | -13.9% | 2,400 | -33.4% | 0.04% | -46.4% |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $113,000 | +4.6% | 1,936 | +0.4% | 0.04% | -34.8% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $112,000 | +348.0% | 661 | +337.7% | 0.04% | +186.7% |
AGGY | Buy | WISDOMTREE TRyield enhancd us | $112,000 | -4.3% | 2,194 | +0.5% | 0.04% | -40.3% |
SCHW | Buy | SCHWAB CHARLES CORP | $110,000 | +340.0% | 1,690 | +264.2% | 0.04% | +180.0% |
AMAT | Buy | APPLIED MATLS INC | $110,000 | +1122.2% | 826 | +717.8% | 0.04% | +600.0% |
D | Buy | DOMINION ENERGY INC | $108,000 | +129.8% | 1,425 | +128.0% | 0.04% | +41.4% |
TFC | Buy | TRUIST FINL CORP | $108,000 | +52.1% | 1,849 | +24.7% | 0.04% | -6.8% |
JCI | Sell | JOHNSON CTLS INTL PLC | $108,000 | +25.6% | 1,803 | -1.9% | 0.04% | -22.6% |
VTEB | VANGUARD MUN BD FDStax exempt bd | $107,000 | -0.9% | 1,954 | 0.0% | 0.04% | -37.9% | |
BCE | Sell | BCE INC | $106,000 | -0.9% | 2,344 | -5.9% | 0.04% | -39.4% |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $103,000 | +10.8% | 1,050 | 0.0% | 0.04% | -31.6% | |
IWR | ISHARES TRrus mid cap etf | $103,000 | +8.4% | 1,392 | 0.0% | 0.04% | -32.8% | |
VXUS | VANGUARD STAR FDSvg tl intl stk f | $103,000 | +4.0% | 1,650 | 0.0% | 0.04% | -36.1% | |
ANTM | Buy | ANTHEM INC | $102,000 | +325.0% | 285 | +280.0% | 0.04% | +160.0% |
MUB | New | ISHARES TRnational mun etf | $100,000 | – | 861 | +100.0% | 0.04% | – |
EMR | Buy | EMERSON ELEC CO | $101,000 | +359.1% | 1,123 | +315.9% | 0.04% | +171.4% |
NVS | Sell | NOVARTIS AGsponsored adr | $101,000 | -15.8% | 1,177 | -7.1% | 0.04% | -48.6% |
TMUS | Buy | T-MOBILE US INC | $100,000 | +96.1% | 800 | +113.3% | 0.04% | +22.6% |
CRM | Buy | SALESFORCE COM INC | $98,000 | +4800.0% | 464 | +5055.6% | 0.04% | +3600.0% |
ALL | New | ALLSTATE CORP | $98,000 | – | 857 | +100.0% | 0.04% | – |
ITW | Buy | ILLINOIS TOOL WKS INC | $95,000 | +763.6% | 427 | +721.2% | 0.04% | +414.3% |
BLK | New | BLACKROCK INC | $94,000 | – | 125 | +100.0% | 0.04% | – |
EW | Buy | EDWARDS LIFESCIENCES CORP | $95,000 | +48.4% | 1,130 | +60.3% | 0.04% | -7.7% |
CVS | Buy | CVS HEALTH CORP | $96,000 | +209.7% | 1,272 | +178.3% | 0.04% | +89.5% |
HCA | Buy | HCA HEALTHCARE INC | $91,000 | +127.5% | 485 | +98.0% | 0.04% | +40.0% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $92,000 | +178.8% | 701 | +154.9% | 0.04% | +75.0% |
AXP | Buy | AMERICAN EXPRESS CO | $93,000 | +244.4% | 659 | +194.2% | 0.04% | +105.9% |
ZTS | Buy | ZOETIS INCcl a | $91,000 | +133.3% | 575 | +144.7% | 0.04% | +45.8% |
CB | Buy | CHUBB LIMITED | $93,000 | +3.3% | 586 | +0.5% | 0.04% | -36.4% |
ES | Buy | EVERSOURCE ENERGY | $93,000 | +55.0% | 1,070 | +55.1% | 0.04% | -5.4% |
LUV | Buy | SOUTHWEST AIRLS CO | $93,000 | +66.1% | 1,530 | +27.5% | 0.04% | +2.9% |
SBUX | New | STARBUCKS CORP | $90,000 | – | 820 | +100.0% | 0.03% | – |
VWOB | Buy | VANGUARD WHITEHALL FDSemerg mkt bd etf | $90,000 | +119.5% | 1,160 | +132.0% | 0.03% | +36.0% |
GPC | Buy | GENUINE PARTS CO | $86,000 | +405.9% | 742 | +349.7% | 0.03% | +230.0% |
XLC | SELECT SECTOR SPDR TR | $88,000 | +8.6% | 1,200 | 0.0% | 0.03% | -34.0% | |
GE | New | GENERAL ELECTRIC CO | $88,000 | – | 6,678 | +100.0% | 0.03% | – |
GVI | Buy | ISHARES TRintrm gov cr etf | $87,000 | +33.8% | 755 | +37.3% | 0.03% | -17.5% |
DUK | Sell | DUKE ENERGY CORP NEW | $88,000 | -1.1% | 912 | -6.1% | 0.03% | -40.0% |
KMB | Buy | KIMBERLY-CLARK CORP | $83,000 | +15.3% | 599 | +12.0% | 0.03% | -27.3% |
HPQ | Buy | HP INC | $84,000 | +115.4% | 2,655 | +65.9% | 0.03% | +33.3% |
BKNG | Buy | BOOKING HOLDINGS INC | $84,000 | +663.6% | 36 | +620.0% | 0.03% | +357.1% |
FDX | Buy | FEDEX CORP | $85,000 | +226.9% | 300 | +200.0% | 0.03% | +100.0% |
CSX | Buy | CSX CORP | $82,000 | +148.5% | 852 | +132.2% | 0.03% | +55.0% |
XRX | Buy | XEROX HOLDINGS CORP | $81,000 | +5.2% | 3,325 | +0.8% | 0.03% | -34.0% |
PPL | New | PPL CORP | $82,000 | – | 2,850 | +100.0% | 0.03% | – |
DLN | WISDOMTREE TRus largecap divd | $82,000 | +6.5% | 713 | 0.0% | 0.03% | -34.0% | |
PEAK | Buy | HEALTHPEAK PROPERTIES INC | $80,000 | +29.0% | 2,521 | +22.3% | 0.03% | -21.1% |
ROK | Buy | ROCKWELL AUTOMATION INC | $80,000 | +60.0% | 300 | +50.0% | 0.03% | -3.2% |
AFL | Buy | AFLAC INC | $78,000 | +105.3% | 1,530 | +80.0% | 0.03% | +30.4% |
IJK | ISHARES TRs&p mc 400gr etf | $79,000 | +8.2% | 1,004 | 0.0% | 0.03% | -33.3% | |
IGSB | ISHARES TR | $80,000 | 0.0% | 1,454 | 0.0% | 0.03% | -38.8% | |
SPGI | New | S&P GLOBAL INC | $76,000 | – | 215 | +100.0% | 0.03% | – |
INTU | Buy | INTUIT | $76,000 | +1420.0% | 198 | +1423.1% | 0.03% | +866.7% |
BBY | Buy | BEST BUY INC | $77,000 | +54.0% | 675 | +35.0% | 0.03% | -6.5% |
BDX | Buy | BECTON DICKINSON & CO | $77,000 | +37.5% | 315 | +40.0% | 0.03% | -14.7% |
ICF | Sell | ISHARES TRcohen steer reit | $76,000 | -39.2% | 1,311 | -43.3% | 0.03% | -62.3% |
EOG | Buy | EOG RES INC | $76,000 | +68.9% | 1,050 | +16.7% | 0.03% | +3.6% |
CI | Buy | CIGNA CORP NEW | $76,000 | +7500.0% | 314 | +7750.0% | 0.03% | +2800.0% |
EZM | WISDOMTREE TRus midcap fund | $73,000 | +17.7% | 1,427 | 0.0% | 0.03% | -26.3% | |
USIG | New | ISHARES TRusd inv grde etf | $75,000 | – | 1,275 | +100.0% | 0.03% | – |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $73,000 | +128.1% | 547 | +114.5% | 0.03% | +40.0% |
CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $74,000 | – | 120 | +100.0% | 0.03% | – |
ISRG | New | INTUITIVE SURGICAL INC | $74,000 | – | 100 | +100.0% | 0.03% | – |
USB | Buy | US BANCORP DEL | $75,000 | +971.4% | 1,358 | +849.7% | 0.03% | +600.0% |
FIS | New | FIDELITY NATL INFORMATION SV | $70,000 | – | 500 | +100.0% | 0.03% | – |
NOW | New | SERVICENOW INC | $70,000 | – | 140 | +100.0% | 0.03% | – |
PAYX | Buy | PAYCHEX INC | $70,000 | +27.3% | 710 | +19.3% | 0.03% | -20.6% |
LRCX | New | LAM RESEARCH CORP | $71,000 | – | 120 | +100.0% | 0.03% | – |
IPAC | New | ISHARES TRcore msci pac | $72,000 | – | 1,085 | +100.0% | 0.03% | – |
SHM | Buy | SPDR SER TRnuveen blmbrg sr | $70,000 | +366.7% | 1,415 | +371.7% | 0.03% | +200.0% |
IGIB | ISHARES TR | $71,000 | -4.1% | 1,196 | 0.0% | 0.03% | -40.0% | |
AEP | Buy | AMERICAN ELEC PWR CO INC | $71,000 | +144.8% | 842 | +142.7% | 0.03% | +50.0% |
SYK | New | STRYKER CORPORATION | $72,000 | – | 295 | +100.0% | 0.03% | – |
SYY | Buy | SYSCO CORP | $69,000 | +187.5% | 870 | +167.7% | 0.03% | +73.3% |
MU | New | MICRON TECHNOLOGY INC | $68,000 | – | 770 | +100.0% | 0.03% | – |
PLD | New | PROLOGIS INC. | $66,000 | – | 625 | +100.0% | 0.02% | – |
AMD | New | ADVANCED MICRO DEVICES INC | $65,000 | – | 825 | +100.0% | 0.02% | – |
SHOP | Buy | SHOPIFY INCcl a | $65,000 | +14.0% | 59 | +18.0% | 0.02% | -28.6% |
PRU | New | PRUDENTIAL FINL INC | $65,000 | – | 710 | +100.0% | 0.02% | – |
EQIX | Buy | EQUINIX INC | $63,000 | +142.3% | 92 | +148.6% | 0.02% | +50.0% |
MET | New | METLIFE INC | $62,000 | – | 1,015 | +100.0% | 0.02% | – |
PNC | Buy | PNC FINL SVCS GROUP INC | $63,000 | +110.0% | 358 | +80.8% | 0.02% | +33.3% |
TJX | New | TJX COS INC NEW | $63,000 | – | 950 | +100.0% | 0.02% | – |
MCO | New | MOODYS CORP | $60,000 | – | 200 | +100.0% | 0.02% | – |
UHAL | AMERCO | $61,000 | +35.6% | 100 | 0.0% | 0.02% | -17.9% | |
UL | Sell | UNILEVER PLCspon adr new | $60,000 | -14.3% | 1,075 | -7.3% | 0.02% | -46.5% |
FITB | Buy | FIFTH THIRD BANCORP | $60,000 | +252.9% | 1,599 | +160.4% | 0.02% | +130.0% |
ADP | New | AUTOMATIC DATA PROCESSING IN | $60,000 | – | 320 | +100.0% | 0.02% | – |
GPN | New | GLOBAL PMTS INC | $61,000 | – | 305 | +100.0% | 0.02% | – |
CMS | Buy | CMS ENERGY CORP | $61,000 | +38.6% | 995 | +39.2% | 0.02% | -14.8% |
TT | Buy | TRANE TECHNOLOGIES PLC | $61,000 | +90.6% | 370 | +68.2% | 0.02% | +15.0% |
VIAC | New | VIACOMCBS INCcl b | $61,000 | – | 1,360 | +100.0% | 0.02% | – |
XEL | Buy | XCEL ENERGY INC | $61,000 | +10.9% | 910 | +10.3% | 0.02% | -32.4% |
QUAL | Buy | ISHARES TRmsci usa qlt fct | $57,000 | +200.0% | 466 | +189.4% | 0.02% | +83.3% |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $59,000 | +5.4% | 936 | 0.0% | 0.02% | -35.3% | |
CME | Buy | CME GROUP INC | $59,000 | +1080.0% | 290 | +1060.0% | 0.02% | +633.3% |
AJG | Buy | GALLAGHER ARTHUR J & CO | $57,000 | +1.8% | 460 | +1.1% | 0.02% | -35.3% |
GILD | Buy | GILEAD SCIENCES INC | $57,000 | +90.0% | 876 | +68.1% | 0.02% | +22.2% |
COF | Buy | CAPITAL ONE FINL CORP | $59,000 | +268.8% | 465 | +190.6% | 0.02% | +120.0% |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $57,000 | +7.5% | 1,386 | +0.1% | 0.02% | -33.3% |
WM | Buy | WASTE MGMT INC DEL | $59,000 | +145.8% | 455 | +127.5% | 0.02% | +46.7% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $58,000 | +544.4% | 1,060 | +360.9% | 0.02% | +266.7% |
VCR | VANGUARD WORLD FDSconsum dis etf | $59,000 | +7.3% | 200 | 0.0% | 0.02% | -35.3% | |
IWO | New | ISHARES TRrus 2000 grw etf | $56,000 | – | 185 | +100.0% | 0.02% | – |
CDLX | CARDLYTICS INC | $55,000 | -22.5% | 500 | 0.0% | 0.02% | -52.3% | |
IBB | Buy | ISHARES TRnasdaq biotech | $56,000 | +115.4% | 375 | +118.0% | 0.02% | +31.2% |
FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $53,000 | +8.2% | 1,412 | 0.0% | 0.02% | -33.3% | |
EXPD | EXPEDITORS INTL WASH INC | $52,000 | +13.0% | 480 | 0.0% | 0.02% | -28.6% | |
LQD | ISHARES TRiboxx inv cp etf | $52,000 | -7.1% | 403 | 0.0% | 0.02% | -41.2% | |
HUM | New | HUMANA INC | $50,000 | – | 120 | +100.0% | 0.02% | – |
IAU | New | ISHARES GOLD TRishares | $51,000 | – | 3,130 | +100.0% | 0.02% | – |
ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $51,000 | +920.0% | 457 | +988.1% | 0.02% | +533.3% |
AGR | Buy | AVANGRID INC | $49,000 | +14.0% | 980 | +3.7% | 0.02% | -26.9% |
GM | New | GENERAL MTRS CO | $49,000 | – | 855 | +100.0% | 0.02% | – |
DELL | Buy | DELL TECHNOLOGIES INCcl c | $51,000 | +96.2% | 579 | +65.9% | 0.02% | +18.8% |
VFH | VANGUARD WORLD FDSfinancials etf | $47,000 | +14.6% | 560 | 0.0% | 0.02% | -28.0% | |
PNW | PINNACLE WEST CAP CORP | $48,000 | +2.1% | 590 | 0.0% | 0.02% | -37.9% | |
ATVI | New | ACTIVISION BLIZZARD INC | $48,000 | – | 515 | +100.0% | 0.02% | – |
DOW | Sell | DOW INC | $48,000 | -27.3% | 757 | -36.1% | 0.02% | -56.1% |
TEL | New | TE CONNECTIVITY LTD | $48,000 | – | 375 | +100.0% | 0.02% | – |
USMV | ISHARES TRmsci usa min vol | $48,000 | +2.1% | 695 | 0.0% | 0.02% | -37.9% | |
CINF | Buy | CINCINNATI FINL CORP | $47,000 | +20.5% | 460 | +3.4% | 0.02% | -25.0% |
IWS | ISHARES TRrus mdcp val etf | $45,000 | +12.5% | 411 | 0.0% | 0.02% | -32.0% | |
ECL | New | ECOLAB INC | $44,000 | – | 205 | +100.0% | 0.02% | – |
EL | New | LAUDER ESTEE COS INCcl a | $44,000 | – | 150 | +100.0% | 0.02% | – |
BX | BLACKSTONE GROUP INC | $41,000 | +17.1% | 547 | 0.0% | 0.02% | -23.8% | |
SLB | Buy | SCHLUMBERGER LTD | $41,000 | +95.2% | 1,490 | +54.4% | 0.02% | +23.1% |
IWF | ISHARES TRrus 1000 grw etf | $43,000 | +2.4% | 175 | 0.0% | 0.02% | -38.5% | |
PH | New | PARKER-HANNIFIN CORP | $43,000 | – | 135 | +100.0% | 0.02% | – |
WDC | Buy | WESTERN DIGITAL CORP. | $43,000 | +59.3% | 645 | +34.4% | 0.02% | -5.9% |
DOCU | Buy | DOCUSIGN INC | $42,000 | -4.5% | 205 | +2.5% | 0.02% | -40.7% |
SPG | New | SIMON PPTY GROUP INC NEW | $41,000 | – | 360 | +100.0% | 0.02% | – |
WAB | Buy | WABTEC | $43,000 | +43.3% | 540 | +33.3% | 0.02% | -11.1% |
CTAS | Buy | CINTAS CORP | $41,000 | +64.0% | 120 | +71.4% | 0.02% | +6.7% |
GD | Buy | GENERAL DYNAMICS CORP | $43,000 | +290.9% | 237 | +207.8% | 0.02% | +128.6% |
WEC | New | WEC ENERGY GROUP INC | $40,000 | – | 430 | +100.0% | 0.02% | – |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $39,000 | -4.9% | 445 | +0.2% | 0.02% | -40.0% |
NOC | New | NORTHROP GRUMMAN CORP | $40,000 | – | 125 | +100.0% | 0.02% | – |
RSG | Buy | REPUBLIC SVCS INC | $40,000 | +33.3% | 403 | +30.8% | 0.02% | -16.7% |
TRV | Buy | TRAVELERS COMPANIES INC | $39,000 | +225.0% | 261 | +193.3% | 0.02% | +114.3% |
VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $37,000 | – | 450 | +100.0% | 0.01% | – |
FCX | New | FREEPORT-MCMORAN INCcl b | $37,000 | – | 1,120 | +100.0% | 0.01% | – |
DEM | WISDOMTREE TRemer mkt high fd | $37,000 | +8.8% | 830 | 0.0% | 0.01% | -33.3% | |
AIG | New | AMERICAN INTL GROUP INC | $37,000 | – | 795 | +100.0% | 0.01% | – |
KLAC | New | KLA CORP | $38,000 | – | 115 | +100.0% | 0.01% | – |
AON | New | AON PLC | $38,000 | – | 165 | +100.0% | 0.01% | – |
SRE | New | SEMPRA ENERGY | $38,000 | – | 285 | +100.0% | 0.01% | – |
EBAY | Buy | EBAY INC. | $38,000 | +280.0% | 625 | +222.2% | 0.01% | +133.3% |
ALXN | Buy | ALEXION PHARMACEUTICALS INC | $37,000 | +131.2% | 240 | +140.0% | 0.01% | +40.0% |
IEI | ISHARES TR3 7 yr treas bd | $35,000 | 0.0% | 266 | 0.0% | 0.01% | -38.1% | |
SWK | New | STANLEY BLACK & DECKER INC | $33,000 | – | 165 | +100.0% | 0.01% | – |
BK | New | BANK NEW YORK MELLON CORP | $34,000 | – | 725 | +100.0% | 0.01% | – |
CNC | New | CENTENE CORP DEL | $34,000 | – | 525 | +100.0% | 0.01% | – |
ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $33,000 | – | 67 | +100.0% | 0.01% | – |
ETR | Buy | ENTERGY CORP NEW | $33,000 | +32.0% | 330 | +29.4% | 0.01% | -13.3% |
SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $35,000 | +12.9% | 820 | 0.0% | 0.01% | -31.6% | |
VRTX | New | VERTEX PHARMACEUTICALS INC | $33,000 | – | 155 | +100.0% | 0.01% | – |
LEN | New | LENNAR CORPcl a | $34,000 | – | 335 | +100.0% | 0.01% | – |
MSCI | New | MSCI INC | $34,000 | – | 82 | +100.0% | 0.01% | – |
APH | New | AMPHENOL CORP NEWcl a | $33,000 | – | 505 | +100.0% | 0.01% | – |
MCHP | New | MICROCHIP TECHNOLOGY INC. | $33,000 | – | 210 | +100.0% | 0.01% | – |
NEM | New | NEWMONT CORP | $34,000 | – | 560 | +100.0% | 0.01% | – |
VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $34,000 | – | 630 | +100.0% | 0.01% | – |
PII | New | POLARIS INC | $33,000 | – | 250 | +100.0% | 0.01% | – |
PGR | New | PROGRESSIVE CORP | $34,000 | – | 355 | +100.0% | 0.01% | – |
REGN | New | REGENERON PHARMACEUTICALS | $33,000 | – | 70 | +100.0% | 0.01% | – |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $33,000 | +10.0% | 499 | +0.4% | 0.01% | -27.8% |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $32,000 | +966.7% | 404 | +935.9% | 0.01% | +500.0% |
BIIB | New | BIOGEN INC | $31,000 | – | 110 | +100.0% | 0.01% | – |
ILMN | New | ILLUMINA INC | $31,000 | – | 80 | +100.0% | 0.01% | – |
IDXX | New | IDEXX LABS INC | $32,000 | – | 65 | +100.0% | 0.01% | – |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $31,000 | +3.3% | 517 | 0.0% | 0.01% | -33.3% | |
F | New | FORD MTR CO DEL | $31,000 | – | 2,560 | +100.0% | 0.01% | – |
STT | New | STATE STR CORP | $32,000 | – | 385 | +100.0% | 0.01% | – |
DD | Sell | DUPONT DE NEMOURS INC | $32,000 | -37.3% | 410 | -42.7% | 0.01% | -61.3% |
ALGN | New | ALIGN TECHNOLOGY INC | $30,000 | – | 55 | +100.0% | 0.01% | – |
APTV | New | APTIV PLC | $28,000 | – | 205 | +100.0% | 0.01% | – |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $30,000 | +2900.0% | 130 | +3150.0% | 0.01% | +1000.0% |
FISV | New | FISERV INC | $29,000 | – | 240 | +100.0% | 0.01% | – |
CTVA | Buy | CORTEVA INC | $28,000 | +833.3% | 596 | +803.0% | 0.01% | +450.0% |
MAA | Buy | MID-AMER APT CMNTYS INC | $29,000 | +61.1% | 200 | +42.9% | 0.01% | 0.0% |
TWTR | New | TWITTER INC | $29,000 | – | 462 | +100.0% | 0.01% | – |
SHW | New | SHERWIN WILLIAMS CO | $30,000 | – | 40 | +100.0% | 0.01% | – |
AMP | New | AMERIPRISE FINL INC | $28,000 | – | 120 | +100.0% | 0.01% | – |
INFO | New | IHS MARKIT LTD | $30,000 | – | 315 | +100.0% | 0.01% | – |
IQV | New | IQVIA HLDGS INC | $29,000 | – | 150 | +100.0% | 0.01% | – |
TSLA | New | TESLA INCput | $29,000 | – | 100 | +100.0% | 0.01% | – |
DGRO | New | ISHARES TRcore div grwth | $27,000 | – | 550 | +100.0% | 0.01% | – |
FTV | Buy | FORTIVE CORP | $27,000 | +170.0% | 387 | +182.5% | 0.01% | +66.7% |
RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $27,000 | +8.0% | 100 | 0.0% | 0.01% | -33.3% | |
TROW | New | PRICE T ROWE GROUP INC | $27,000 | – | 155 | +100.0% | 0.01% | – |
ROP | New | ROPER TECHNOLOGIES INC | $26,000 | – | 65 | +100.0% | 0.01% | – |
TER | New | TERADYNE INC | $27,000 | – | 219 | +100.0% | 0.01% | – |
EQR | New | EQUITY RESIDENTIALsh ben int | $27,000 | – | 375 | +100.0% | 0.01% | – |
ADI | New | ANALOG DEVICES INC | $26,000 | – | 165 | +100.0% | 0.01% | – |
CLOU | GLOBAL X FDS | $27,000 | -6.9% | 1,050 | 0.0% | 0.01% | -44.4% | |
KBWP | Sell | INVESCO EXCH TRADED FD TR IIkbw ppty casut | $26,000 | -31.6% | 350 | -36.4% | 0.01% | -56.5% |
FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $27,000 | +58.8% | 284 | +46.4% | 0.01% | 0.0% |
WMB | New | WILLIAMS COS INC | $26,000 | – | 1,080 | +100.0% | 0.01% | – |
WELL | Sell | WELLTOWER INC | $26,000 | -57.4% | 368 | -61.2% | 0.01% | -73.0% |
DFS | New | DISCOVER FINL SVCS | $24,000 | – | 255 | +100.0% | 0.01% | – |
TDG | New | TRANSDIGM GROUP INC | $24,000 | – | 40 | +100.0% | 0.01% | – |
VLO | New | VALERO ENERGY CORP | $25,000 | – | 350 | +100.0% | 0.01% | – |
IVE | Sell | ISHARES TRs&p 500 val etf | $24,000 | -55.6% | 167 | -60.6% | 0.01% | -72.7% |
SNPS | New | SYNOPSYS INC | $24,000 | – | 95 | +100.0% | 0.01% | – |
EXC | New | EXELON CORP | $25,000 | – | 575 | +100.0% | 0.01% | – |
K | New | KELLOGG CO | $25,000 | – | 400 | +100.0% | 0.01% | – |
HAL | New | HALLIBURTON CO | $23,000 | – | 1,060 | +100.0% | 0.01% | – |
DLTR | New | DOLLAR TREE INC | $23,000 | – | 205 | +100.0% | 0.01% | – |
CMI | New | CUMMINS INC | $25,000 | – | 95 | +100.0% | 0.01% | – |
ARKK | New | ARK ETF TRinnovation etf | $24,000 | – | 200 | +100.0% | 0.01% | – |
ED | New | CONSOLIDATED EDISON INC | $23,000 | – | 310 | +100.0% | 0.01% | – |
CAG | Sell | CONAGRA BRANDS INC | $23,000 | -62.3% | 600 | -64.3% | 0.01% | -75.7% |
NTRS | New | NORTHERN TR CORP | $24,000 | – | 230 | +100.0% | 0.01% | – |
LYB | New | LYONDELLBASELL INDUSTRIES N | $25,000 | – | 243 | +100.0% | 0.01% | – |
OKE | New | ONEOK INC NEW | $24,000 | – | 480 | +100.0% | 0.01% | – |
PPG | Buy | PPG INDS INC | $23,000 | +2200.0% | 155 | +1450.0% | 0.01% | +800.0% |
CARR | New | CARRIER GLOBAL CORPORATION | $24,000 | – | 580 | +100.0% | 0.01% | – |
KMX | New | CARMAX INC | $23,000 | – | 170 | +100.0% | 0.01% | – |
CDNS | New | CADENCE DESIGN SYSTEM INC | $25,000 | – | 180 | +100.0% | 0.01% | – |
PFG | New | PRINCIPAL FINANCIAL GROUP IN | $25,000 | – | 420 | +100.0% | 0.01% | – |
SWKS | New | SKYWORKS SOLUTIONS INC | $24,000 | – | 130 | +100.0% | 0.01% | – |
CBRE | New | CBRE GROUP INCcl a | $23,000 | – | 285 | +100.0% | 0.01% | – |
BXP | New | BOSTON PROPERTIES INC | $24,000 | – | 235 | +100.0% | 0.01% | – |
CRAI | CRA INTL INC | $22,000 | +46.7% | 300 | 0.0% | 0.01% | -11.1% | |
PXD | New | PIONEER NAT RES CO | $22,000 | – | 140 | +100.0% | 0.01% | – |
EA | New | ELECTRONIC ARTS INC | $22,000 | – | 165 | +100.0% | 0.01% | – |
WY | Sell | WEYERHAEUSER CO MTN BE | $21,000 | -38.2% | 600 | -40.0% | 0.01% | -61.9% |
AZO | New | AUTOZONE INC | $21,000 | – | 15 | +100.0% | 0.01% | – |
EFX | New | EQUIFAX INC | $21,000 | – | 116 | +100.0% | 0.01% | – |
VFC | New | V F CORP | $22,000 | – | 280 | +100.0% | 0.01% | – |
GOOG | ALPHABET INCcap stk cl c | $21,000 | +16.7% | 10 | 0.0% | 0.01% | -27.3% | |
PSA | New | PUBLIC STORAGE | $20,000 | – | 80 | +100.0% | 0.01% | – |
UDR | New | UDR INC | $21,000 | – | 475 | +100.0% | 0.01% | – |
FNCL | FIDELITY COVINGTON TRUSTmsci finls idx | $21,000 | +16.7% | 425 | 0.0% | 0.01% | -27.3% | |
IT | New | GARTNER INC | $22,000 | – | 120 | +100.0% | 0.01% | – |
AMT | New | AMERICAN TOWER CORP NEW | $22,000 | – | 90 | +100.0% | 0.01% | – |
FLT | New | FLEETCOR TECHNOLOGIES INC | $21,000 | – | 80 | +100.0% | 0.01% | – |
MCK | New | MCKESSON CORP | $22,000 | – | 115 | +100.0% | 0.01% | – |
ANSS | New | ANSYS INC | $21,000 | – | 61 | +100.0% | 0.01% | – |
DXCM | New | DEXCOM INC | $20,000 | – | 55 | +100.0% | 0.01% | – |
UAL | Buy | UNITED AIRLS HLDGS INC | $20,000 | +300.0% | 350 | +218.2% | 0.01% | +166.7% |
VRSK | New | VERISK ANALYTICS INC | $20,000 | – | 115 | +100.0% | 0.01% | – |
KEY | New | KEYCORP | $20,000 | – | 995 | +100.0% | 0.01% | – |
DHI | New | D R HORTON INC | $22,000 | – | 250 | +100.0% | 0.01% | – |
ESG | FLEXSHARES TRstox esg index | $22,000 | +4.8% | 225 | 0.0% | 0.01% | -38.5% | |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $20,000 | -51.2% | 89 | -55.7% | 0.01% | -68.0% |
GLW | Buy | CORNING INC | $21,000 | +425.0% | 475 | +356.7% | 0.01% | +300.0% |
CPRT | New | COPART INC | $21,000 | – | 190 | +100.0% | 0.01% | – |
RF | New | REGIONS FINANCIAL CORP NEW | $21,000 | – | 1,005 | +100.0% | 0.01% | – |
NXQ | NUVEEN SELECT TAX FREE INCOMsh ben int | $22,000 | +4.8% | 1,350 | 0.0% | 0.01% | -38.5% | |
OXY | Buy | OCCIDENTAL PETE CORP | $22,000 | +1000.0% | 845 | +745.0% | 0.01% | +700.0% |
EME | EMCOR GROUP INC | $20,000 | +25.0% | 180 | 0.0% | 0.01% | -20.0% | |
SNAP | Buy | SNAP INCcl a | $21,000 | +110.0% | 409 | +104.5% | 0.01% | +33.3% |
CMG | New | CHIPOTLE MEXICAN GRILL INC | $21,000 | – | 15 | +100.0% | 0.01% | – |
YUM | New | YUM BRANDS INC | $21,000 | – | 195 | +100.0% | 0.01% | – |
OTIS | New | OTIS WORLDWIDE CORP | $20,000 | – | 290 | +100.0% | 0.01% | – |
GLD | Buy | SPDR GOLD TR | $20,000 | +25.0% | 124 | +40.9% | 0.01% | -20.0% |
TRMB | New | TRIMBLE INC | $22,000 | – | 280 | +100.0% | 0.01% | – |
BSX | New | BOSTON SCIENTIFIC CORP | $21,000 | – | 545 | +100.0% | 0.01% | – |
ORLY | New | OREILLY AUTOMOTIVE INC | $18,000 | – | 35 | +100.0% | 0.01% | – |
PHM | New | PULTE GROUP INC | $18,000 | – | 345 | +100.0% | 0.01% | – |
ADSK | New | AUTODESK INC | $19,000 | – | 70 | +100.0% | 0.01% | – |
CFG | New | CITIZENS FINANCIAL GROUP INC | $18,000 | – | 410 | +100.0% | 0.01% | – |
ETSY | New | ETSY INC | $18,000 | – | 90 | +100.0% | 0.01% | – |
RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $18,000 | – | 125 | +100.0% | 0.01% | – |
A | New | AGILENT TECHNOLOGIES INC | $19,000 | – | 150 | +100.0% | 0.01% | – |
EMB | ISHARES TRjpmorgan usd emg | $19,000 | -9.5% | 179 | 0.0% | 0.01% | -46.2% | |
HTA | HEALTHCARE TR AMER INCcl a new | $19,000 | 0.0% | 705 | 0.0% | 0.01% | -41.7% | |
BWG | New | BRANDYWINEGBL GBL INCM OPP F | $19,000 | – | 1,604 | +100.0% | 0.01% | – |
FTNT | New | FORTINET INC | $18,000 | – | 95 | +100.0% | 0.01% | – |
MNST | New | MONSTER BEVERAGE CORP NEW | $19,000 | – | 205 | +100.0% | 0.01% | – |
TY | New | TRI CONTL CORP | $15,000 | – | 464 | +100.0% | 0.01% | – |
AMCR | New | AMCOR PLCord | $16,000 | – | 1,385 | +100.0% | 0.01% | – |
ACGL | New | ARCH CAP GROUP LTDord | $17,000 | – | 435 | +100.0% | 0.01% | – |
STAG | Buy | STAG INDL INC | $17,000 | +88.9% | 500 | +66.7% | 0.01% | 0.0% |
MMC | New | MARSH & MCLENNAN COS INC | $15,000 | – | 120 | +100.0% | 0.01% | – |
KR | New | KROGER CO | $15,000 | – | 405 | +100.0% | 0.01% | – |
MLM | New | MARTIN MARIETTA MATLS INC | $15,000 | – | 45 | +100.0% | 0.01% | – |
DG | New | DOLLAR GEN CORP NEW | $16,000 | – | 80 | +100.0% | 0.01% | – |
AAL | Buy | AMERICAN AIRLS GROUP INC | $16,000 | +300.0% | 655 | +162.0% | 0.01% | +200.0% |
VDE | Buy | VANGUARD WORLD FDSenergy etf | $17,000 | +41.7% | 253 | +14.0% | 0.01% | -14.3% |
TWLO | New | TWILIO INCcl a | $17,000 | – | 50 | +100.0% | 0.01% | – |
MTD | New | METTLER TOLEDO INTERNATIONAL | $17,000 | – | 15 | +100.0% | 0.01% | – |
SMG | New | SCOTTS MIRACLE-GRO COcl a | $17,000 | – | 71 | +100.0% | 0.01% | – |
EFV | ISHARES TReafe value etf | $16,000 | +6.7% | 316 | 0.0% | 0.01% | -33.3% | |
SIVB | New | SVB FINANCIAL GROUP | $15,000 | – | 30 | +100.0% | 0.01% | – |
PSX | Buy | PHILLIPS 66 | $15,000 | +114.3% | 188 | +82.5% | 0.01% | +50.0% |
ZBH | New | ZIMMER BIOMET HOLDINGS INC | $16,000 | – | 100 | +100.0% | 0.01% | – |
AVY | New | AVERY DENNISON CORP | $16,000 | – | 85 | +100.0% | 0.01% | – |
SDY | SPDR SER TRs&p divid etf | $15,000 | +15.4% | 125 | 0.0% | 0.01% | -25.0% | |
O | New | REALTY INCOME CORP | $17,000 | – | 265 | +100.0% | 0.01% | – |
BLL | New | BALL CORP | $17,000 | – | 205 | +100.0% | 0.01% | – |
BIDU | BAIDU INCspon adr rep a | $16,000 | 0.0% | 75 | 0.0% | 0.01% | -40.0% | |
WDFC | WD-40 CO | $15,000 | +15.4% | 50 | 0.0% | 0.01% | -25.0% | |
DBL | New | DOUBLELINE OPPORTUNISTIC CR | $15,000 | – | 767 | +100.0% | 0.01% | – |
SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $15,000 | – | 55 | +100.0% | 0.01% | – |
CDW | New | CDW CORP | $16,000 | – | 95 | +100.0% | 0.01% | – |
WLTW | New | WILLIS TOWERS WATSON PLC LTD | $15,000 | – | 65 | +100.0% | 0.01% | – |
CCL | New | CARNIVAL CORPunit 99/99/9999 | $15,000 | – | 558 | +100.0% | 0.01% | – |
IP | New | INTERNATIONAL PAPER CO | $15,000 | – | 275 | +100.0% | 0.01% | – |
ANET | New | ARISTA NETWORKS INC | $15,000 | – | 50 | +100.0% | 0.01% | – |
IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $15,000 | – | 110 | +100.0% | 0.01% | – |
TFX | New | TELEFLEX INCORPORATED | $17,000 | – | 40 | +100.0% | 0.01% | – |
HLT | New | HILTON WORLDWIDE HLDGS INC | $16,000 | – | 130 | +100.0% | 0.01% | – |
RFM | New | RIVERNORTH FLEXIBLE MUN INCO | $16,000 | – | 740 | +100.0% | 0.01% | – |
TXT | Buy | TEXTRON INC | $16,000 | +128.6% | 285 | +90.0% | 0.01% | +50.0% |
AME | New | AMETEK INC | $17,000 | – | 130 | +100.0% | 0.01% | – |
MTB | New | M & T BK CORP | $17,000 | – | 115 | +100.0% | 0.01% | – |
POOL | New | POOL CORP | $12,000 | – | 36 | +100.0% | 0.01% | – |
LENB | New | LENNAR CORPcl b | $12,000 | – | 140 | +100.0% | 0.01% | – |
CAH | New | CARDINAL HEALTH INC | $12,000 | – | 200 | +100.0% | 0.01% | – |
VTR | New | VENTAS INC | $13,000 | – | 235 | +100.0% | 0.01% | – |
EXR | New | EXTRA SPACE STORAGE INC | $12,000 | – | 90 | +100.0% | 0.01% | – |
ALB | New | ALBEMARLE CORP | $12,000 | – | 85 | +100.0% | 0.01% | – |
QRVO | New | QORVO INC | $14,000 | – | 75 | +100.0% | 0.01% | – |
SYF | New | SYNCHRONY FINANCIAL | $14,000 | – | 345 | +100.0% | 0.01% | – |
HBAN | Buy | HUNTINGTON BANCSHARES INC | $12,000 | +140.0% | 748 | +72.7% | 0.01% | +66.7% |
IR | New | INGERSOLL RAND INC | $13,000 | – | 270 | +100.0% | 0.01% | – |
KEYS | New | KEYSIGHT TECHNOLOGIES INC | $14,000 | – | 100 | +100.0% | 0.01% | – |
VPV | New | INVESCO PA VALUE MUN INC TR | $14,000 | – | 1,095 | +100.0% | 0.01% | – |
MSI | New | MOTOROLA SOLUTIONS INC | $14,000 | – | 75 | +100.0% | 0.01% | – |
CCI | New | CROWN CASTLE INTL CORP NEW | $14,000 | – | 80 | +100.0% | 0.01% | – |
XLNX | New | XILINX INC | $14,000 | – | 110 | +100.0% | 0.01% | – |
PCAR | New | PACCAR INC | $14,000 | – | 150 | +100.0% | 0.01% | – |
JBL | New | JABIL INC | $14,000 | – | 265 | +100.0% | 0.01% | – |
ENPH | New | ENPHASE ENERGY INC | $14,000 | – | 85 | +100.0% | 0.01% | – |
EMN | New | EASTMAN CHEM CO | $13,000 | – | 115 | +100.0% | 0.01% | – |
TNK | New | TEEKAY TANKERS LTDcl a | $14,000 | – | 1,000 | +100.0% | 0.01% | – |
SCHR | SCHWAB STRATEGIC TRintrm trm tres | $13,000 | 0.0% | 230 | 0.0% | 0.01% | -37.5% | |
DMO | New | WESTERN ASSET MTG DEFINED OP | $14,000 | – | 925 | +100.0% | 0.01% | – |
VMC | New | VULCAN MATLS CO | $14,000 | – | 80 | +100.0% | 0.01% | – |
WRK | New | WESTROCK CO | $14,000 | – | 265 | +100.0% | 0.01% | – |
RCL | New | ROYAL CARIBBEAN GROUP | $12,000 | – | 135 | +100.0% | 0.01% | – |
J | New | JACOBS ENGR GROUP INC | $12,000 | – | 90 | +100.0% | 0.01% | – |
REG | New | REGENCY CTRS CORP | $13,000 | – | 230 | +100.0% | 0.01% | – |
SITE | New | SITEONE LANDSCAPE SUPPLY INC | $12,000 | – | 68 | +100.0% | 0.01% | – |
RMD | New | RESMED INC | $14,000 | – | 70 | +100.0% | 0.01% | – |
GWW | New | GRAINGER W W INC | $12,000 | – | 30 | +100.0% | 0.01% | – |
BKR | New | BAKER HUGHES COMPANYcl a | $14,000 | – | 650 | +100.0% | 0.01% | – |
WST | New | WEST PHARMACEUTICAL SVSC INC | $13,000 | – | 45 | +100.0% | 0.01% | – |
COO | New | COOPER COS INC | $11,000 | – | 29 | +100.0% | 0.00% | – |
THO | New | THOR INDS INC | $10,000 | – | 77 | +100.0% | 0.00% | – |
LB | New | L BRANDS INC | $11,000 | – | 175 | +100.0% | 0.00% | – |
HPE | New | HEWLETT PACKARD ENTERPRISE C | $11,000 | – | 730 | +100.0% | 0.00% | – |
HWM | New | HOWMET AEROSPACE INC | $10,000 | – | 310 | +100.0% | 0.00% | – |
LVS | New | LAS VEGAS SANDS CORP | $11,000 | – | 180 | +100.0% | 0.00% | – |
LDOS | New | LEIDOS HOLDINGS INC | $11,000 | – | 115 | +100.0% | 0.00% | – |
FFIV | New | F5 NETWORKS INC | $10,000 | – | 50 | +100.0% | 0.00% | – |
MAR | New | MARRIOTT INTL INC NEWcl a | $10,000 | – | 70 | +100.0% | 0.00% | – |
MKC | New | MCCORMICK & CO INC | $11,000 | – | 125 | +100.0% | 0.00% | – |
FANG | New | DIAMONDBACK ENERGY INC | $10,000 | – | 135 | +100.0% | 0.00% | – |
SQ | New | SQUARE INCcl a | $11,000 | – | 50 | +100.0% | 0.00% | – |
DVN | New | DEVON ENERGY CORP NEW | $11,000 | – | 500 | +100.0% | 0.00% | – |
DRI | New | DARDEN RESTAURANTS INC | $11,000 | – | 75 | +100.0% | 0.00% | – |
AMC | New | AMC ENTMT HLDGS INC | $10,000 | – | 1,000 | +100.0% | 0.00% | – |
CCK | New | CROWN HLDGS INC | $11,000 | – | 110 | +100.0% | 0.00% | – |
NTAP | New | NETAPP INC | $11,000 | – | 150 | +100.0% | 0.00% | – |
VTRS | Buy | VIATRIS INC | $11,000 | -21.4% | 763 | +0.7% | 0.00% | -55.6% |
IDV | ISHARES TRintl sel div etf | $10,000 | 0.0% | 323 | 0.0% | 0.00% | -33.3% | |
HYG | Buy | ISHARES TRiboxx hi yd etf | $10,000 | 0.0% | 116 | +0.9% | 0.00% | -33.3% |
ODFL | New | OLD DOMINION FREIGHT LINE IN | $11,000 | – | 45 | +100.0% | 0.00% | – |
CRL | New | CHARLES RIV LABS INTL INC | $11,000 | – | 38 | +100.0% | 0.00% | – |
PKG | New | PACKAGING CORP AMER | $11,000 | – | 85 | +100.0% | 0.00% | – |
PAYC | New | PAYCOM SOFTWARE INC | $11,000 | – | 30 | +100.0% | 0.00% | – |
ADM | ARCHER DANIELS MIDLAND CO | $11,000 | +10.0% | 200 | 0.0% | 0.00% | -33.3% | |
ABMD | New | ABIOMED INC | $10,000 | – | 30 | +100.0% | 0.00% | – |
WRB | New | BERKLEY W R CORP | $11,000 | – | 145 | +100.0% | 0.00% | – |
BIO | New | BIO RAD LABS INCcl a | $11,000 | – | 20 | +100.0% | 0.00% | – |
HOLX | New | HOLOGIC INC | $11,000 | – | 145 | +100.0% | 0.00% | – |
HRL | New | HORMEL FOODS CORP | $10,000 | – | 210 | +100.0% | 0.00% | – |
JD | New | JD.COM INCspon adr cl a | $10,000 | – | 120 | +100.0% | 0.00% | – |
JNPR | New | JUNIPER NETWORKS INC | $10,000 | – | 405 | +100.0% | 0.00% | – |
URI | New | UNITED RENTALS INC | $7,000 | – | 20 | +100.0% | 0.00% | – |
INCY | New | INCYTE CORP | $9,000 | – | 105 | +100.0% | 0.00% | – |
HSY | New | HERSHEY CO | $7,000 | – | 45 | +100.0% | 0.00% | – |
JKHY | New | HENRY JACK & ASSOC INC | $7,000 | – | 46 | +100.0% | 0.00% | – |
FOX | New | FOX CORP | $8,000 | – | 230 | +100.0% | 0.00% | – |
SCZ | ISHARES TReafe sml cp etf | $9,000 | +12.5% | 120 | 0.0% | 0.00% | -40.0% | |
FOXA | New | FOX CORP | $8,000 | – | 225 | +100.0% | 0.00% | – |
MBB | ISHARES TRmbs etf | $7,000 | 0.0% | 62 | 0.0% | 0.00% | -25.0% | |
FRT | New | FEDERAL RLTY INVT TRsh ben int new | $7,000 | – | 65 | +100.0% | 0.00% | – |
FDS | FACTSET RESH SYS INC | $7,000 | -12.5% | 23 | 0.0% | 0.00% | -40.0% | |
FLIR | New | FLIR SYS INC | $7,000 | – | 125 | +100.0% | 0.00% | – |
IQLT | ISHARES TRmsci intl qualty | $8,000 | 0.0% | 212 | 0.0% | 0.00% | -40.0% | |
ESS | New | ESSEX PPTY TR INC | $7,000 | – | 25 | +100.0% | 0.00% | – |
AWK | New | AMERICAN WTR WKS CO INC NEW | $7,000 | – | 45 | +100.0% | 0.00% | – |
ABC | Buy | AMERISOURCEBERGEN CORP | $9,000 | – | 72 | +3500.0% | 0.00% | – |
LH | New | LABORATORY CORP AMER HLDGS | $9,000 | – | 35 | +100.0% | 0.00% | – |
ENB | ENBRIDGE INC | $7,000 | +16.7% | 196 | 0.0% | 0.00% | -25.0% | |
LII | New | LENNOX INTL INC | $7,000 | – | 23 | +100.0% | 0.00% | – |
LNC | New | LINCOLN NATL CORP IND | $8,000 | – | 135 | +100.0% | 0.00% | – |
L | New | LOEWS CORP | $8,000 | – | 160 | +100.0% | 0.00% | – |
DOV | New | DOVER CORP | $8,000 | – | 60 | +100.0% | 0.00% | – |
SEE | New | SEALED AIR CORP NEW | $8,000 | – | 180 | +100.0% | 0.00% | – |
DISCK | New | DISCOVERY INC | $9,000 | – | 250 | +100.0% | 0.00% | – |
DEO | Sell | DIAGEO PLCspon adr new | $8,000 | -46.7% | 47 | -50.0% | 0.00% | -66.7% |
XRAY | New | DENTSPLY SIRONA INC | $9,000 | – | 140 | +100.0% | 0.00% | – |
SNOW | SNOWFLAKE INCcl a | $7,000 | -12.5% | 30 | 0.0% | 0.00% | -40.0% | |
XYL | New | XYLEM INC | $8,000 | – | 80 | +100.0% | 0.00% | – |
NDSN | New | NORDSON CORP | $8,000 | – | 38 | +100.0% | 0.00% | – |
CTXS | New | CITRIX SYS INC | $7,000 | – | 50 | +100.0% | 0.00% | – |
CHD | New | CHURCH & DWIGHT INC | $7,000 | – | 75 | +100.0% | 0.00% | – |
VGLT | VANGUARD SCOTTSDALE FDSlong term treas | $8,000 | -20.0% | 100 | 0.0% | 0.00% | -50.0% | |
CE | New | CELANESE CORP DEL | $7,000 | – | 50 | +100.0% | 0.00% | – |
PVH | New | PVH CORPORATION | $7,000 | – | 70 | +100.0% | 0.00% | – |
PENN | New | PENN NATL GAMING INC | $9,000 | – | 89 | +100.0% | 0.00% | – |
PKI | New | PERKINELMER INC | $7,000 | – | 55 | +100.0% | 0.00% | – |
ALLE | New | ALLEGION PLC | $8,000 | – | 61 | +100.0% | 0.00% | – |
AAP | New | ADVANCE AUTO PARTS INC | $7,000 | – | 40 | +100.0% | 0.00% | – |
RJF | New | RAYMOND JAMES FINL INC | $7,000 | – | 60 | +100.0% | 0.00% | – |
BFAM | New | BRIGHT HORIZONS FAM SOL IN D | $8,000 | – | 46 | +100.0% | 0.00% | – |
ROST | New | ROSS STORES INC | $8,000 | – | 65 | +100.0% | 0.00% | – |
ATO | New | ATMOS ENERGY CORP | $8,000 | – | 80 | +100.0% | 0.00% | – |
RE | New | EVEREST RE GROUP LTD | $9,000 | – | 35 | +100.0% | 0.00% | – |
ULTA | New | ULTA BEAUTY INC | $8,000 | – | 25 | +100.0% | 0.00% | – |
IBKR | New | INTERACTIVE BROKERS GROUP IN | $7,000 | – | 97 | +100.0% | 0.00% | – |
TRU | New | TRANSUNION | $8,000 | – | 85 | +100.0% | 0.00% | – |
IVZ | New | INVESCO LTD | $7,000 | – | 275 | +100.0% | 0.00% | – |
RYF | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $8,000 | +14.3% | 150 | 0.0% | 0.00% | -25.0% | |
XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $7,000 | 0.0% | 141 | 0.0% | 0.00% | -25.0% | |
VNO | New | VORNADO RLTY TRsh ben int | $7,000 | – | 155 | +100.0% | 0.00% | – |
SPLK | New | SPLUNK INC | $5,000 | – | 35 | +100.0% | 0.00% | – |
AES | New | AES CORP | $5,000 | – | 205 | +100.0% | 0.00% | – |
AKAM | New | AKAMAI TECHNOLOGIES INC | $6,000 | – | 55 | +100.0% | 0.00% | – |
APA | New | APA CORPORATION | $5,000 | – | 265 | +100.0% | 0.00% | – |
APO | New | APOLLO GLOBAL MGMT INC | $4,000 | – | 85 | +100.0% | 0.00% | – |
ARW | New | ARROW ELECTRS INC | $6,000 | – | 50 | +100.0% | 0.00% | – |
AZPN | New | ASPEN TECHNOLOGY INC | $6,000 | – | 44 | +100.0% | 0.00% | – |
BAX | New | BAXTER INTL INC | $4,000 | – | 50 | +100.0% | 0.00% | – |
BSY | New | BENTLEY SYS INC | $6,000 | – | 118 | +100.0% | 0.00% | – |
BERY | New | BERRY GLOBAL GROUP INC | $5,000 | – | 80 | +100.0% | 0.00% | – |
BRX | New | BRIXMOR PPTY GROUP INC | $5,000 | – | 230 | +100.0% | 0.00% | – |
BFB | New | BROWN FORMAN CORPcl b | $4,000 | – | 55 | +100.0% | 0.00% | – |
CPB | New | CAMPBELL SOUP CO | $5,000 | – | 95 | +100.0% | 0.00% | – |
CTLT | New | CATALENT INC | $6,000 | – | 55 | +100.0% | 0.00% | – |
CNP | New | CENTERPOINT ENERGY INC | $5,000 | – | 210 | +100.0% | 0.00% | – |
CHE | New | CHEMED CORP NEW | $6,000 | – | 12 | +100.0% | 0.00% | – |
CMA | New | COMERICA INC | $4,000 | – | 55 | +100.0% | 0.00% | – |
DTE | New | DTE ENERGY CO | $4,000 | – | 30 | +100.0% | 0.00% | – |
DXC | New | DXC TECHNOLOGY CO | $5,000 | – | 170 | +100.0% | 0.00% | – |
DVA | New | DAVITA INC | $4,000 | – | 40 | +100.0% | 0.00% | – |
DLR | New | DIGITAL RLTY TR INC | $6,000 | – | 45 | +100.0% | 0.00% | – |
DPZ | New | DOMINOS PIZZA INC | $4,000 | – | 10 | +100.0% | 0.00% | – |
DCT | New | DUCK CREEK TECHNOLOGIES INC | $5,000 | – | 105 | +100.0% | 0.00% | – |
EIX | New | EDISON INTL | $4,000 | – | 65 | +100.0% | 0.00% | – |
ELAN | New | ELANCO ANIMAL HEALTH INC | $6,000 | – | 200 | +100.0% | 0.00% | – |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $6,000 | +20.0% | 253 | +2.0% | 0.00% | -33.3% |
EXPE | New | EXPEDIA GROUP INC | $5,000 | – | 30 | +100.0% | 0.00% | – |
EXPO | New | EXPONENT INC | $5,000 | – | 47 | +100.0% | 0.00% | – |
FMC | New | FMC CORP | $6,000 | – | 55 | +100.0% | 0.00% | – |
FICO | New | FAIR ISAAC CORP | $4,000 | – | 9 | +100.0% | 0.00% | – |
FAST | New | FASTENAL CO | $5,000 | – | 105 | +100.0% | 0.00% | – |
FPE | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $5,000 | 0.0% | 266 | 0.0% | 0.00% | -33.3% | |
GPS | New | GAP INC | $4,000 | – | 150 | +100.0% | 0.00% | – |
HIG | New | HARTFORD FINL SVCS GROUP INC | $6,000 | – | 95 | +100.0% | 0.00% | – |
HES | New | HESS CORP | $5,000 | – | 65 | +100.0% | 0.00% | – |
HMC | HONDA MOTOR LTD | $6,000 | 0.0% | 200 | 0.0% | 0.00% | -50.0% | |
VKI | New | INVESCO ADVANTAGE MUN INCOMEsh ben int | $4,000 | – | 325 | +100.0% | 0.00% | – |
IRM | New | IRON MTN INC NEW | $5,000 | – | 145 | +100.0% | 0.00% | – |
KRON | Sell | KRONOS BIO INC | $6,000 | -50.0% | 200 | -50.0% | 0.00% | -71.4% |
LTC | New | LTC PPTYS INC | $4,000 | – | 92 | +100.0% | 0.00% | – |
LHX | New | L3HARRIS TECHNOLOGIES INC | $5,000 | – | 25 | +100.0% | 0.00% | – |
LMND | New | LEMONADE INC | $4,000 | – | 45 | +100.0% | 0.00% | – |
LUMN | New | LUMEN TECHNOLOGIES INC | $4,000 | – | 330 | +100.0% | 0.00% | – |
MGM | New | MGM RESORTS INTERNATIONAL | $6,000 | – | 150 | +100.0% | 0.00% | – |
MKTX | New | MARKETAXESS HLDGS INC | $5,000 | – | 10 | +100.0% | 0.00% | – |
MAS | New | MASCO CORP | $6,000 | – | 105 | +100.0% | 0.00% | – |
MXIM | New | MAXIM INTEGRATED PRODS INC | $4,000 | – | 40 | +100.0% | 0.00% | – |
MPW | New | MEDICAL PPTYS TRUST INC | $5,000 | – | 235 | +100.0% | 0.00% | – |
MHK | New | MOHAWK INDS INC | $6,000 | – | 30 | +100.0% | 0.00% | – |
MOH | New | MOLINA HEALTHCARE INC | $4,000 | – | 15 | +100.0% | 0.00% | – |
MPWR | New | MONOLITHIC PWR SYS INC | $5,000 | – | 15 | +100.0% | 0.00% | – |
MOS | New | MOSAIC CO NEW | $5,000 | – | 155 | +100.0% | 0.00% | – |
NOV | New | NOV INC | $5,000 | – | 400 | +100.0% | 0.00% | – |
NLOK | New | NORTONLIFELOCK INC | $4,000 | – | 170 | +100.0% | 0.00% | – |
PAG | New | PENSKE AUTOMOTIVE GRP INC | $4,000 | – | 55 | +100.0% | 0.00% | – |
PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $6,000 | – | 100 | +100.0% | 0.00% | – |
RHI | New | ROBERT HALF INTL INC | $4,000 | – | 55 | +100.0% | 0.00% | – |
ROL | New | ROLLINS INC | $4,000 | – | 127 | +100.0% | 0.00% | – |
RDSA | ROYAL DUTCH SHELL PLCspons adr a | $6,000 | 0.0% | 164 | 0.0% | 0.00% | -50.0% | |
SLG | New | SL GREEN RLTY CORP | $5,000 | – | 70 | +100.0% | 0.00% | – |
SD | SANDRIDGE ENERGY INC | $4,000 | +33.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
SU | SUNCOR ENERGY INC NEW | $4,000 | +33.3% | 185 | 0.0% | 0.00% | 0.0% | |
TCF | New | TCF FINL CORP | $5,000 | – | 110 | +100.0% | 0.00% | – |
TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $5,000 | – | 30 | +100.0% | 0.00% | – |
TTM | TATA MTRS LTDsponsored adr | $4,000 | +100.0% | 175 | 0.0% | 0.00% | +100.0% | |
TOL | New | TOLL BROTHERS INC | $6,000 | – | 105 | +100.0% | 0.00% | – |
TSN | New | TYSON FOODS INCcl a | $6,000 | – | 80 | +100.0% | 0.00% | – |
UHS | New | UNIVERSAL HLTH SVCS INCcl b | $6,000 | – | 45 | +100.0% | 0.00% | – |
BSV | VANGUARD BD INDEX FDSshort trm bond | $4,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
BND | VANGUARD BD INDEX FDStotal bnd mrkt | $6,000 | 0.0% | 67 | 0.0% | 0.00% | -50.0% | |
VER | New | VEREIT INC | $6,000 | – | 155 | +100.0% | 0.00% | – |
VRSN | New | VERISIGN INC | $4,000 | – | 20 | +100.0% | 0.00% | – |
WAL | New | WESTERN ALLIANCE BANCORP | $4,000 | – | 40 | +100.0% | 0.00% | – |
WLK | New | WESTLAKE CHEM CORP | $4,000 | – | 50 | +100.0% | 0.00% | – |
WHR | New | WHIRLPOOL CORP | $6,000 | – | 25 | +100.0% | 0.00% | – |
WYNN | New | WYNN RESORTS LTD | $4,000 | – | 30 | +100.0% | 0.00% | – |
ATH | New | ATHENE HOLDING LTDcl a | $6,000 | – | 125 | +100.0% | 0.00% | – |
NLSN | New | NIELSEN HLDGS PLC | $5,000 | – | 180 | +100.0% | 0.00% | – |
NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $5,000 | – | 175 | +100.0% | 0.00% | – |
PNR | New | PENTAIR PLC | $6,000 | – | 100 | +100.0% | 0.00% | – |
STE | New | STERIS PLC | $5,000 | – | 25 | +100.0% | 0.00% | – |
SUI | New | SUN CMNTYS INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
VTIP | VANGUARD MALVERN FDSstrm infproidx | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
SNA | New | SNAP ON INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
SJM | New | SMUCKER J M CO | $3,000 | – | 20 | +100.0% | 0.00% | – |
SEIC | New | SEI INVTS CO | $2,000 | – | 30 | +100.0% | 0.00% | – |
BPOP | New | POPULAR INC | $3,000 | – | 40 | +100.0% | 0.00% | – |
PACW | New | GREAT WESTN NATL BK PORTLAND | $2,000 | – | 40 | +100.0% | 0.00% | – |
NOK | NOKIA CORPsponsored adr | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
NWL | New | NEWELL BRANDS INC | $3,000 | – | 115 | +100.0% | 0.00% | – |
NNN | New | NATIONAL RETAIL PROPERTIES I | $3,000 | – | 60 | +100.0% | 0.00% | – |
NDAQ | New | NASDAQ INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
NRG | New | NRG ENERGY INC | $3,000 | – | 90 | +100.0% | 0.00% | – |
MBRX | New | MOLECULIN BIOTECH INC | $2,000 | – | 500 | +100.0% | 0.00% | – |
LYV | New | LIVE NATION ENTERTAINMENT IN | $2,000 | – | 20 | +100.0% | 0.00% | – |
LSXMK | New | LIBERTY MEDIA CORP DEL | $2,000 | – | 55 | +100.0% | 0.00% | – |
FLEX | New | FLEX LTDord | $3,000 | – | 140 | +100.0% | 0.00% | – |
LW | New | LAMB WESTON HLDGS INC | $3,000 | – | 40 | +100.0% | 0.00% | – |
LKQ | New | LKQ CORP | $2,000 | – | 55 | +100.0% | 0.00% | – |
KSU | New | KANSAS CITY SOUTHERN | $3,000 | – | 10 | +100.0% | 0.00% | – |
KKR | New | KKR & CO INC | $3,000 | – | 70 | +100.0% | 0.00% | – |
EEMV | ISHARES INCmsci emerg mrkt | $3,000 | 0.0% | 45 | 0.0% | 0.00% | -50.0% | |
VMW | New | VMWARE INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
VNT | VONTIER CORPORATION | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
BSCL | INVESCO EXCH TRD SLF IDX FD | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
IPGP | New | IPG PHOTONICS CORP | $2,000 | – | 10 | +100.0% | 0.00% | – |
WPC | New | WP CAREY INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
JBHT | New | HUNT J B TRANS SVCS INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
W | New | WAYFAIR INCcl a | $2,000 | – | 5 | +100.0% | 0.00% | – |
WBS | New | WEBSTER FINL CORP CONN | $2,000 | – | 35 | +100.0% | 0.00% | – |
HAS | New | HASBRO INC | $3,000 | – | 35 | +100.0% | 0.00% | – |
HBI | New | HANESBRANDS INC | $3,000 | – | 165 | +100.0% | 0.00% | – |
BEN | New | FRANKLIN RESOURCES INC | $3,000 | – | 105 | +100.0% | 0.00% | – |
FLS | New | FLOWSERVE CORP | $3,000 | – | 80 | +100.0% | 0.00% | – |
WEX | New | WEX INC | $3,000 | – | 15 | +100.0% | 0.00% | – |
FE | FIRSTENERGY CORP | $3,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
NVST | Buy | ENVISTA HOLDINGS CORPORATION | $2,000 | +100.0% | 49 | +25.6% | 0.00% | 0.0% |
ENTG | New | ENTEGRIS INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
EWBC | New | EAST WEST BANCORP INC | $2,000 | – | 30 | +100.0% | 0.00% | – |
EPR | New | EPR PPTYS | $2,000 | – | 35 | +100.0% | 0.00% | – |
DT | New | DYNATRACE INC | $2,000 | – | 40 | +100.0% | 0.00% | – |
WDAY | New | WORKDAY INCcl a | $2,000 | – | 10 | +100.0% | 0.00% | – |
XPO | New | XPO LOGISTICS INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
DISCA | New | DISCOVERY INC | $2,000 | – | 45 | +100.0% | 0.00% | – |
COMM | New | COMMSCOPE HLDG CO INC | $3,000 | – | 165 | +100.0% | 0.00% | – |
ZG | New | ZILLOW GROUP INCcl a | $3,000 | – | 20 | +100.0% | 0.00% | – |
Z | New | ZILLOW GROUP INCcl c cap stk | $2,000 | – | 15 | +100.0% | 0.00% | – |
CG | New | CARLYLE GROUP INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
CNA | New | CNA FINL CORP | $2,000 | – | 55 | +100.0% | 0.00% | – |
BR | New | BROADRIDGE FINL SOLUTIONS IN | $2,000 | – | 10 | +100.0% | 0.00% | – |
TEAM | New | ATLASSIAN CORP PLCcl a | $2,000 | – | 10 | +100.0% | 0.00% | – |
BHF | New | BRIGHTHOUSE FINL INC | $2,000 | – | 55 | +100.0% | 0.00% | – |
BWA | New | BORGWARNER INC | $2,000 | – | 35 | +100.0% | 0.00% | – |
AVB | New | AVALONBAY CMNTYS INC | $3,000 | – | 15 | +100.0% | 0.00% | – |
STX | New | SEAGATE TECHNOLOGY PLC | $2,000 | – | 30 | +100.0% | 0.00% | – |
ACC | New | AMERICAN CAMPUS CMNTYS INC | $3,000 | – | 65 | +100.0% | 0.00% | – |
LNT | New | ALLIANT ENERGY CORP | $2,000 | – | 45 | +100.0% | 0.00% | – |
PRGO | New | PERRIGO CO PLC | $2,000 | – | 60 | +100.0% | 0.00% | – |
GRMN | New | GARMIN LTD | $3,000 | – | 25 | +100.0% | 0.00% | – |
TYL | New | TYLER TECHNOLOGIES INC | $2,000 | – | 5 | +100.0% | 0.00% | – |
TSCO | New | TRACTOR SUPPLY CO | $3,000 | – | 15 | +100.0% | 0.00% | – |
NXPI | New | NXP SEMICONDUCTORS N V | $2,000 | – | 10 | +100.0% | 0.00% | – |
TDY | New | TELEDYNE TECHNOLOGIES INC | $2,000 | – | 5 | +100.0% | 0.00% | – |
TRGP | New | TARGA RES CORP | $3,000 | – | 100 | +100.0% | 0.00% | – |
TPR | New | TAPESTRY INC | $2,000 | – | 45 | +100.0% | 0.00% | – |
MGK | New | VANGUARD WORLD FDmega grwth ind | $3,000 | – | 15 | +100.0% | 0.00% | – |
MGC | New | VANGUARD WORLD FDmega cap index | $3,000 | – | 20 | +100.0% | 0.00% | – |
SNX | New | SYNNEX CORP | $3,000 | – | 30 | +100.0% | 0.00% | – |
SNV | New | SYNOVUS FINL CORP | $2,000 | – | 45 | +100.0% | 0.00% | – |
TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $1,000 | 0.0% | 94 | 0.0% | 0.00% | -100.0% | |
SPR | New | SPIRIT AEROSYSTEMS HLDGS INC | $0 | – | 10 | +100.0% | 0.00% | – |
SPE | Buy | SPECIAL OPPORTUNITIES FD INC | $0 | – | 30 | +100.0% | 0.00% | – |
WLL | WHITING PETE CORP NEW | $0 | – | 3 | 0.0% | 0.00% | – | |
SCCO | New | SOUTHERN COPPER CORP | $1,000 | – | 20 | +100.0% | 0.00% | – |
EVR | New | EVERCORE INCclass a | $1,000 | – | 5 | +100.0% | 0.00% | – |
AVLR | New | AVALARA INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
SLGN | New | SILGAN HOLDINGS INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
SGEN | New | SEAGEN INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
ALV | New | AUTOLIV INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
RKT | New | ROCKET COS INC | $0 | – | 3 | +100.0% | 0.00% | – |
RGA | New | REINSURANCE GRP OF AMERICA I | $1,000 | – | 10 | +100.0% | 0.00% | – |
DPW | New | AULT GLOBAL HOLDINGS INC | $0 | – | 24 | +100.0% | 0.00% | – |
PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $0 | – | 10 | +100.0% | 0.00% | – |
MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $1,000 | – | 20 | +100.0% | 0.00% | – |
OPK | New | OPKO HEALTH INC | $0 | – | 1 | +100.0% | 0.00% | – |
OHI | New | OMEGA HEALTHCARE INVS INC | $1,000 | – | 30 | +100.0% | 0.00% | – |
OMC | New | OMNICOM GROUP INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 12 | 0.0% | 0.00% | – | |
NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $1,000 | – | 42 | +100.0% | 0.00% | – |
NUE | New | NUCOR CORP | $1,000 | – | 15 | +100.0% | 0.00% | – |
JWN | New | NORDSTROM INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
APHA | New | APHRIA INC | $1,000 | – | 60 | +100.0% | 0.00% | – |
DEI | New | DOUGLAS EMMETT INC | $1,000 | – | 40 | +100.0% | 0.00% | – |
AFG | New | AMERICAN FINL GROUP INC OHIO | $1,000 | – | 10 | +100.0% | 0.00% | – |
NCV | Exit | ALLIANZGI CONV & INCOME FD | $0 | – | -28 | -100.0% | 0.00% | – |
ADS | New | ALLIANCE DATA SYSTEMS CORP | $1,000 | – | 5 | +100.0% | 0.00% | – |
GME | New | GAMESTOP CORP NEWcl a | $0 | – | 1 | +100.0% | 0.00% | – |
AMG | New | AFFILIATED MANAGERS GROUP IN | $1,000 | – | 5 | +100.0% | 0.00% | – |
AYTU | AYTU BIOPHARMA INC | $0 | – | 1 | 0.0% | 0.00% | – | |
FND | New | FLOOR & DECOR HLDGS INCcl a | $0 | – | 5 | +100.0% | 0.00% | – |
HZNP | New | HORIZON THERAPEUTICS PUB L | $0 | – | 5 | +100.0% | 0.00% | – |
ALK | New | ALASKA AIR GROUP INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
MAN | New | MANPOWERGROUP INC | $0 | – | 5 | +100.0% | 0.00% | – |
CUZ | New | COUSINS PPTYS INC | $1,000 | – | 30 | +100.0% | 0.00% | – |
CLR | New | CONTINENTAL RES INC | $1,000 | – | 35 | +100.0% | 0.00% | – |
ABNB | New | AIRBNB INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
ACM | New | AECOM | $1,000 | – | 10 | +100.0% | 0.00% | – |
CC | New | CHEMOURS CO | $1,000 | – | 50 | +100.0% | 0.00% | – |
LI | New | LI AUTO INCsponsored ads | $0 | – | 4 | +100.0% | 0.00% | – |
CERN | New | CERNER CORP | $1,000 | – | 10 | +100.0% | 0.00% | – |
VSAT | New | VIASAT INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
VIACA | New | VIACOMCBS INCcl a | $1,000 | – | 25 | +100.0% | 0.00% | – |
IPOF | New | SOCIAL CAPITAL HEDOSOPHA HLD | $0 | – | 14 | +100.0% | 0.00% | – |
VICI | New | VICI PPTYS INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
CASY | New | CASEYS GEN STORES INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
NCV | New | VIRTUS ALLIANZGI CONVERTIBLE | $0 | – | 28 | +100.0% | 0.00% | – |
ZION | New | ZIONS BANCORPORATION N A | $1,000 | – | 25 | +100.0% | 0.00% | – |
UBER | New | UBER TECHNOLOGIES INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
IDEX | New | IDEANOMICS INC | $0 | – | 29 | +100.0% | 0.00% | – |
CF | New | CF INDS HLDGS INC | $1,000 | – | 30 | +100.0% | 0.00% | – |
BC | New | BRUNSWICK CORP | $1,000 | – | 10 | +100.0% | 0.00% | – |
IAA | New | IAA INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
SRC | New | SPIRIT RLTY CAP INC NEW | $1,000 | – | 25 | +100.0% | 0.00% | – |
HST | New | HOST HOTELS & RESORTS INC | $1,000 | – | 60 | +100.0% | 0.00% | – |
HFC | New | HOLLYFRONTIER CORP | $1,000 | – | 25 | +100.0% | 0.00% | – |
HIW | New | HIGHWOODS PPTYS INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
AGO | New | ASSURED GUARANTY LTD | $1,000 | – | 20 | +100.0% | 0.00% | – |
YNDX | New | YANDEX N V | $1,000 | – | 10 | +100.0% | 0.00% | – |
DTEC | Exit | ALPS ETF TRdisruptive tech | $0 | – | -89 | -100.0% | -0.00% | – |
BMRN | Exit | BIOMARIN PHARMACEUTICAL INC | $0 | – | -125 | -100.0% | -0.01% | – |
MRNA | Exit | MODERNA INC | $0 | – | -400 | -100.0% | -0.03% | – |
XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -1,586 | -100.0% | -0.03% | – |
XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -336 | -100.0% | -0.03% | – |
XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -908 | -100.0% | -0.04% | – |
XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -1,458 | -100.0% | -0.06% | – |
BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -4,120 | -100.0% | -0.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 13.5% |
ISHARES TR | 16 | Q3 2023 | 11.0% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 6.9% |
ISHARES TR | 16 | Q3 2023 | 7.3% |
VANGUARD WORLD FDS | 16 | Q3 2023 | 4.4% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 4.7% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 5.6% |
ISHARES TR | 16 | Q3 2023 | 2.8% |
VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 4.7% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.5% |
View CVA Family Office, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-10 |
13F-HR | 2024-01-16 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-10 |
13F-HR | 2023-04-27 |
13F-HR | 2023-02-22 |
13F-HR | 2022-11-22 |
13F-HR | 2022-07-11 |
13F-HR | 2022-04-22 |
13F-HR | 2022-01-25 |
View CVA Family Office, 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.