$412 Million is the total value of CVA Family Office, LLC's 946 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 28.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $55,546,602 | +16.3% | 735,327 | +2.3% | 13.47% | +3.9% |
FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $17,908,718 | +29.0% | 616,055 | +11.6% | 4.34% | +15.2% |
VOO | Buy | VANGUARD INDEX FDS | $14,734,762 | +83.9% | 41,939 | +71.8% | 3.57% | +64.3% |
IVV | Sell | ISHARES TRcore s&p500 etf | $11,966,078 | +5.5% | 31,145 | -1.5% | 2.90% | -5.7% |
VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $11,734,350 | +27.7% | 279,589 | +10.6% | 2.85% | +14.1% |
DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $11,731,096 | +24.2% | 483,159 | +13.7% | 2.84% | +10.9% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $10,186,180 | -2.1% | 31,891 | -5.8% | 2.47% | -12.6% |
IJR | Sell | ISHARES TRcore s&p scp etf | $8,608,915 | +0.2% | 90,965 | -7.7% | 2.09% | -10.5% |
JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $8,047,307 | +29.5% | 147,684 | +21.8% | 1.95% | +15.7% |
AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $6,960,440 | +84.1% | 102,344 | +68.8% | 1.69% | +64.5% |
FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $6,771,207 | +52.2% | 273,253 | +44.0% | 1.64% | +36.0% |
DFAU | Sell | DIMENSIONAL ETF TRUSTus core eqt mkt | $6,725,833 | -0.2% | 248,921 | -7.1% | 1.63% | -10.9% |
VHT | Buy | VANGUARD WORLD FDShealth car etf | $6,570,140 | +28.2% | 26,487 | +15.7% | 1.59% | +14.5% |
DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $6,370,866 | +35.8% | 254,428 | +16.9% | 1.54% | +21.3% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $6,331,964 | +15.3% | 140,243 | +8.2% | 1.54% | +3.0% |
AAPL | Sell | APPLE INC | $5,796,078 | -6.8% | 44,609 | -0.9% | 1.41% | -16.8% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $5,647,563 | +0.5% | 35,564 | -9.2% | 1.37% | -10.2% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $5,593,852 | +0.2% | 29,258 | -5.9% | 1.36% | -10.4% |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $5,056,243 | +1.2% | 112,837 | -5.1% | 1.23% | -9.6% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,928,412 | +14.1% | 32,456 | +1.6% | 1.20% | +2.0% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $4,675,105 | +3.0% | 19,327 | -6.6% | 1.13% | -8.0% |
AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $4,474,077 | +98.5% | 84,115 | +70.3% | 1.08% | +77.3% |
GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $4,391,939 | -14.9% | 57,690 | -20.7% | 1.06% | -24.0% |
MSFT | Sell | MICROSOFT CORP | $4,309,587 | +0.9% | 17,970 | -2.0% | 1.04% | -9.8% |
GUNR | Sell | FLEXSHARES TRmornstar upstr | $4,175,515 | -22.4% | 96,055 | -32.9% | 1.01% | -30.7% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,906,658 | +9.5% | 12,647 | -5.4% | 0.95% | -2.3% |
MGV | Buy | VANGUARD WORLD FDmega cap val etf | $3,649,324 | +20.0% | 35,482 | +4.9% | 0.88% | +7.1% |
AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $3,641,298 | +41.7% | 48,870 | +25.7% | 0.88% | +26.5% |
FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $3,522,213 | +23.6% | 65,910 | +10.4% | 0.85% | +10.3% |
FNDB | Sell | SCHWAB STRATEGIC TRschwab fdt us bm | $3,442,399 | +6.7% | 65,420 | -4.4% | 0.84% | -4.7% |
IEFA | Sell | ISHARES TRcore msci eafe | $3,356,442 | -31.2% | 54,452 | -41.3% | 0.81% | -38.6% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $3,211,678 | -5.5% | 99,711 | -17.5% | 0.78% | -15.6% |
FATHOM DIGITAL MFG CORP | $3,021,826 | -35.0% | 2,289,262 | 0.0% | 0.73% | -41.9% | ||
DFAE | Sell | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $2,834,667 | -11.3% | 129,142 | -18.8% | 0.69% | -20.9% |
MTUM | Buy | ISHARES TRmsci usa mmentm | $2,727,273 | +11.4% | 18,689 | +0.1% | 0.66% | -0.6% |
QDF | Buy | FLEXSHARES TRqualt divd idx | $2,682,943 | +11.3% | 51,007 | +0.0% | 0.65% | -0.5% |
KO | Buy | COCA COLA CO | $2,195,150 | +15.3% | 34,510 | +1.5% | 0.53% | +2.9% |
DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $2,178,547 | -8.5% | 52,356 | -14.6% | 0.53% | -18.3% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $2,120,267 | +3.4% | 19,594 | -9.4% | 0.51% | -7.7% |
Sell | DIMENSIONAL ETF TRUSTinternatnal val | $1,958,064 | +12.9% | 64,410 | -4.3% | 0.48% | +0.8% | |
GOOGL | Sell | ALPHABET INCcap stk cl a | $1,950,324 | -17.5% | 22,105 | -10.5% | 0.47% | -26.2% |
Sell | DIMENSIONAL ETF TRUSTworld ex us core | $1,915,170 | +1.0% | 88,665 | -11.7% | 0.46% | -9.9% | |
KMI | Sell | KINDER MORGAN INC DEL | $1,877,972 | +8.3% | 103,870 | -0.3% | 0.46% | -3.4% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,825,105 | -50.1% | 24,273 | -50.8% | 0.44% | -55.4% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,828,492 | -15.3% | 77,249 | -19.9% | 0.44% | -24.4% |
EFAV | Sell | ISHARES TRmsci eafe min vl | $1,817,972 | -21.7% | 28,591 | -29.8% | 0.44% | -30.0% |
SOLID POWER INC | $1,734,106 | -51.7% | 682,719 | 0.0% | 0.42% | -56.8% | ||
FLRN | Buy | SPDR SER TRbloomberg invt | $1,695,153 | +0.6% | 55,780 | +0.3% | 0.41% | -10.1% |
SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $1,645,711 | -39.0% | 31,777 | -39.0% | 0.40% | -45.6% |
IEMG | Sell | ISHARES INCcore msci emkt | $1,610,683 | -23.3% | 34,490 | -29.5% | 0.39% | -31.4% |
CVX | Sell | CHEVRON CORP NEW | $1,539,462 | +24.5% | 8,577 | -0.4% | 0.37% | +11.0% |
CWB | Sell | SPDR SER TRbbg conv sec etf | $1,495,135 | +1.0% | 23,238 | -0.6% | 0.36% | -9.7% |
TIP | Sell | ISHARES TRtips bd etf | $1,484,492 | -6.8% | 13,947 | -8.1% | 0.36% | -16.7% |
XOM | Buy | EXXON MOBIL CORP | $1,449,352 | +26.8% | 13,140 | +0.3% | 0.35% | +13.2% |
JNJ | Buy | JOHNSON & JOHNSON | $1,357,379 | +8.4% | 7,684 | +0.3% | 0.33% | -3.2% |
PG | Sell | PROCTER AND GAMBLE CO | $1,263,406 | +15.4% | 8,336 | -3.9% | 0.31% | +3.0% |
WMT | Buy | WALMART INC | $1,220,474 | +11.1% | 8,608 | +1.6% | 0.30% | -0.7% |
JPM | Buy | JPMORGAN CHASE & CO | $1,197,332 | +31.9% | 8,929 | +2.8% | 0.29% | +17.9% |
AMZN | Sell | AMAZON COM INC | $1,192,800 | -38.4% | 14,200 | -17.2% | 0.29% | -45.1% |
VUSB | Sell | VANGUARD BD INDEX FDSvanguard ultra | $1,168,085 | -0.2% | 23,838 | -0.4% | 0.28% | -11.0% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $1,153,768 | +40.2% | 3,318 | +14.6% | 0.28% | +25.6% |
MRK | Buy | MERCK & CO INC | $1,144,641 | +33.4% | 10,317 | +3.6% | 0.28% | +19.3% |
SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $1,086,526 | -15.1% | 34,526 | -25.1% | 0.26% | -24.2% |
CSCO | Sell | CISCO SYS INC | $1,077,425 | +12.0% | 22,616 | -5.9% | 0.26% | 0.0% |
PAVE | Sell | GLOBAL X FDSus infr dev etf | $1,061,855 | +12.4% | 40,085 | -2.2% | 0.26% | +0.4% |
VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $1,043,673 | +86.4% | 5,448 | +67.1% | 0.25% | +66.4% |
IWD | Buy | ISHARES TRrus 1000 val etf | $993,611 | +17.2% | 6,552 | +5.0% | 0.24% | +4.8% |
UNH | Sell | UNITEDHEALTH GROUP INC | $990,376 | +2.8% | 1,868 | -2.0% | 0.24% | -8.0% |
IWV | ISHARES TRrussell 3000 etf | $970,992 | +6.6% | 4,400 | 0.0% | 0.24% | -4.9% | |
DVY | Sell | ISHARES TRselect divid etf | $960,201 | +10.0% | 7,962 | -2.3% | 0.23% | -1.7% |
LLY | Buy | LILLY ELI & CO | $940,575 | +20.9% | 2,571 | +6.9% | 0.23% | +8.1% |
FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $929,150 | -8.0% | 19,888 | -16.3% | 0.22% | -17.9% |
PFE | Buy | PFIZER INC | $924,307 | +26.1% | 18,039 | +7.7% | 0.22% | +12.6% |
VOX | Sell | VANGUARD WORLD FDS | $914,393 | -20.1% | 11,117 | -20.0% | 0.22% | -28.6% |
HD | Sell | HOME DEPOT INC | $903,457 | +9.6% | 2,860 | -4.2% | 0.22% | -2.2% |
DHR | Sell | DANAHER CORPORATION | $893,669 | +1.8% | 3,367 | -1.0% | 0.22% | -8.8% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $874,775 | +6.4% | 10,606 | +3.4% | 0.21% | -4.9% |
NEE | Buy | NEXTERA ENERGY INC | $869,774 | +13.5% | 10,404 | +6.5% | 0.21% | +1.4% |
HDV | ISHARES TRcore high dv etf | $864,474 | +14.2% | 8,293 | 0.0% | 0.21% | +2.4% | |
AVGO | Buy | BROADCOM INC | $862,354 | +38.4% | 1,542 | +10.0% | 0.21% | +23.7% |
PM | Sell | PHILIP MORRIS INTL INC | $833,611 | +19.4% | 8,236 | -2.1% | 0.20% | +6.9% |
COST | Buy | COSTCO WHSL CORP NEW | $780,217 | -1.2% | 1,709 | +2.2% | 0.19% | -11.7% |
DGRW | WISDOMTREE TRus qtly div grt | $750,275 | +12.0% | 12,430 | 0.0% | 0.18% | 0.0% | |
COP | Sell | CONOCOPHILLIPS | $749,890 | +10.8% | 6,355 | -4.0% | 0.18% | -1.1% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $740,936 | -3.0% | 18,290 | -9.5% | 0.18% | -13.0% |
V | Sell | VISA INC | $740,872 | +9.6% | 3,566 | -6.3% | 0.18% | -2.2% |
CMCSA | Buy | COMCAST CORP NEWcl a | $737,131 | +58.9% | 21,079 | +33.1% | 0.18% | +42.1% |
VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $716,508 | +0.6% | 12,028 | -12.0% | 0.17% | -9.8% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $714,796 | -0.2% | 1,298 | -8.1% | 0.17% | -10.8% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $697,203 | +162.1% | 11,918 | +159.1% | 0.17% | +134.7% |
LMT | Buy | LOCKHEED MARTIN CORP | $693,248 | +29.6% | 1,425 | +2.9% | 0.17% | +15.9% |
BBJP | Buy | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $688,272 | +3341.4% | 15,329 | +2965.8% | 0.17% | +3240.0% |
PEP | Buy | PEPSICO INC | $690,050 | +13.1% | 3,820 | +2.2% | 0.17% | +0.6% |
BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $670,666 | -28.5% | 14,140 | -28.1% | 0.16% | -36.1% |
CAT | Buy | CATERPILLAR INC | $663,467 | +54.7% | 2,770 | +5.9% | 0.16% | +38.8% |
GIS | Buy | GENERAL MLS INC | $645,696 | +14.7% | 7,701 | +4.7% | 0.16% | +2.6% |
AMGN | Sell | AMGEN INC | $631,247 | +16.3% | 2,403 | -0.2% | 0.15% | +4.1% |
SCHY | Sell | SCHWAB STRATEGIC TRinternl divid | $617,216 | -31.1% | 27,530 | -38.5% | 0.15% | -38.3% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $617,738 | -4.1% | 1,615 | -10.5% | 0.15% | -14.3% |
ABT | Sell | ABBOTT LABS | $613,946 | +3.0% | 5,592 | -9.2% | 0.15% | -8.0% |
INTC | Sell | INTEL CORP | $613,861 | -7.1% | 23,226 | -9.5% | 0.15% | -16.8% |
PRFT | Sell | PERFICIENT INC | $610,594 | +6.2% | 8,744 | -1.1% | 0.15% | -5.1% |
ORCL | Buy | ORACLE CORP | $606,601 | +33.9% | 7,421 | +0.1% | 0.15% | +19.5% |
T | Sell | AT&T INC | $598,250 | -5.6% | 32,496 | -21.4% | 0.14% | -15.7% |
NVDA | Buy | NVIDIA CORPORATION | $557,965 | +62.2% | 3,818 | +34.9% | 0.14% | +45.2% |
VPU | Buy | VANGUARD WORLD FDSutilities etf | $552,863 | +29.8% | 3,605 | +20.4% | 0.13% | +15.5% |
DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $552,671 | +9.0% | 12,575 | -3.3% | 0.13% | -2.9% |
VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $540,267 | +109.4% | 5,255 | +88.7% | 0.13% | +87.1% |
NVS | Buy | NOVARTIS AGsponsored adr | $537,153 | +108.2% | 5,921 | +74.6% | 0.13% | +85.7% |
BAC | Sell | BANK AMERICA CORP | $521,607 | +5.6% | 15,749 | -3.8% | 0.13% | -6.0% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $517,399 | +5.8% | 2,819 | -1.6% | 0.12% | -6.0% |
UNP | Sell | UNION PAC CORP | $512,912 | -4.1% | 2,477 | -9.8% | 0.12% | -14.5% |
ACN | Buy | ACCENTURE PLC IRELAND | $512,333 | +28.1% | 1,920 | +23.5% | 0.12% | +13.8% |
DOG | New | PROSHARES TR | $501,950 | – | 15,060 | +100.0% | 0.12% | – |
SH | New | PROSHARES TRshort s&p 500 ne | $503,823 | – | 31,430 | +100.0% | 0.12% | – |
MDT | Sell | MEDTRONIC PLC | $495,076 | -29.5% | 6,370 | -26.7% | 0.12% | -37.2% |
MPC | Sell | MARATHON PETE CORP | $489,886 | +16.6% | 4,209 | -0.5% | 0.12% | +4.4% |
FNB | Buy | F N B CORP | $485,669 | +12.7% | 37,216 | +0.1% | 0.12% | +0.9% |
TSLA | Sell | TESLA INC | $477,692 | -56.2% | 3,878 | -5.6% | 0.12% | -60.8% |
EZM | Buy | WISDOMTREE TRus midcap fund | $463,154 | +30.8% | 9,526 | +18.5% | 0.11% | +16.7% |
ABBV | Sell | ABBVIE INC | $460,750 | +19.4% | 2,851 | -0.9% | 0.11% | +6.7% |
IVE | Buy | ISHARES TRs&p 500 val etf | $450,732 | +2046.3% | 3,107 | +1760.5% | 0.11% | +1716.7% |
GD | Buy | GENERAL DYNAMICS CORP | $444,613 | +17.9% | 1,792 | +0.8% | 0.11% | +5.9% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $444,281 | +17.8% | 6,666 | -3.0% | 0.11% | +5.9% |
MS | Sell | MORGAN STANLEY | $427,140 | +4.4% | 5,024 | -3.0% | 0.10% | -6.3% |
BBCA | New | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $425,092 | – | 7,420 | +100.0% | 0.10% | – |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $422,345 | +33.7% | 1,255 | +9.4% | 0.10% | +18.6% |
DHI | Buy | D R HORTON INC | $415,927 | +33.7% | 4,666 | +1.0% | 0.10% | +20.2% |
SHY | New | ISHARES TR1 3 yr treas bd | $417,295 | – | 5,141 | +100.0% | 0.10% | – |
DUK | Sell | DUKE ENERGY CORP NEW | $410,620 | +2.7% | 3,987 | -7.3% | 0.10% | -8.3% |
CVS | Sell | CVS HEALTH CORP | $413,950 | -4.4% | 4,442 | -2.2% | 0.10% | -15.3% |
SBUX | Sell | STARBUCKS CORP | $413,168 | +15.4% | 4,165 | -2.1% | 0.10% | +3.1% |
BBAX | New | J P MORGAN EXCHANGE TRADED Fbetabuilders dev | $403,755 | – | 8,250 | +100.0% | 0.10% | – |
MMM | Sell | 3M CO | $404,396 | -1.1% | 3,372 | -9.0% | 0.10% | -11.7% |
CI | Buy | CIGNA CORP NEW | $402,247 | +27.3% | 1,214 | +6.6% | 0.10% | +14.0% |
MO | Buy | ALTRIA GROUP INC | $379,562 | +15.4% | 8,304 | +1.8% | 0.09% | +3.4% |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $374,810 | +12.2% | 2,759 | 0.0% | 0.09% | 0.0% | |
Buy | DIMENSIONAL ETF TRUSTus mktwide value | $366,423 | +13.4% | 10,945 | +0.4% | 0.09% | +1.1% | |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $366,455 | -6.8% | 2,108 | -13.3% | 0.09% | -16.8% |
HYGV | Buy | FLEXSHARES TRhig yld vl etf | $353,669 | +118.3% | 8,875 | +114.6% | 0.09% | +95.5% |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $343,551 | +7.7% | 5,236 | -0.7% | 0.08% | -4.6% |
MCD | Buy | MCDONALDS CORP | $342,062 | +25.3% | 1,298 | +9.7% | 0.08% | +12.2% |
ASML | Buy | ASML HOLDING N V | $339,861 | +448.2% | 622 | +317.4% | 0.08% | +382.4% |
SYK | Buy | STRYKER CORPORATION | $337,396 | +59.9% | 1,380 | +32.6% | 0.08% | +43.9% |
SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $329,173 | -5.4% | 6,824 | -5.3% | 0.08% | -14.9% |
FB | Buy | META PLATFORMS INCcl a | $323,715 | +8.6% | 2,690 | +22.7% | 0.08% | -2.5% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $318,129 | -5.3% | 4,422 | -6.5% | 0.08% | -15.4% |
LOW | Buy | LOWES COS INC | $314,600 | +12.4% | 1,579 | +6.0% | 0.08% | 0.0% |
HON | Buy | HONEYWELL INTL INC | $312,878 | +40.9% | 1,460 | +9.8% | 0.08% | +26.7% |
WFC | Sell | WELLS FARGO CO NEW | $314,919 | -5.7% | 7,627 | -8.2% | 0.08% | -16.5% |
RIO | Buy | RIO TINTO PLCsponsored adr | $307,014 | +490.4% | 4,312 | +356.3% | 0.07% | +428.6% |
WM | Buy | WASTE MGMT INC DEL | $303,406 | +0.1% | 1,934 | +2.3% | 0.07% | -9.8% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $302,677 | +59.3% | 3,905 | +55.9% | 0.07% | +40.4% |
EPP | Buy | ISHARES INCmsci pac jp etf | $299,530 | +26.4% | 7,000 | +10.8% | 0.07% | +14.1% |
UL | Buy | UNILEVER PLCspon adr new | $297,417 | +519.6% | 5,907 | +438.0% | 0.07% | +453.8% |
URI | UNITED RENTALS INC | $292,511 | +31.8% | 823 | 0.0% | 0.07% | +18.3% | |
KLAC | Sell | KLA CORP | $292,198 | +18.3% | 775 | -4.9% | 0.07% | +6.0% |
Buy | GSK PLCsponsored adr | $294,508 | +4808.5% | 8,381 | +4049.0% | 0.07% | +3450.0% | |
C | Sell | CITIGROUP INC | $291,236 | -12.8% | 6,439 | -19.7% | 0.07% | -22.0% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $289,543 | +682.5% | 3,887 | +622.5% | 0.07% | +600.0% |
ADM | Buy | ARCHER DANIELS MIDLAND CO | $286,907 | +16.6% | 3,090 | +1.1% | 0.07% | +4.5% |
GOOG | Sell | ALPHABET INCcap stk cl c | $282,161 | -9.6% | 3,180 | -1.9% | 0.07% | -20.0% |
NSC | Sell | NORFOLK SOUTHN CORP | $281,412 | +2.7% | 1,142 | -12.6% | 0.07% | -8.1% |
IEI | Buy | ISHARES TR3 7 yr treas bd | $269,762 | +799.2% | 2,348 | +782.7% | 0.06% | +712.5% |
CAJ | Buy | CANON INCsponsored adr | $267,379 | +424.3% | 12,333 | +428.6% | 0.06% | +364.3% |
XLE | SELECT SECTOR SPDR TRenergy | $265,034 | +21.6% | 3,030 | 0.0% | 0.06% | +8.5% | |
PSR | Buy | INVESCO ACTIVELY MANAGED ETFactive us real | $260,011 | +36.1% | 2,986 | +32.9% | 0.06% | +21.2% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $261,175 | +1.6% | 10,828 | +0.0% | 0.06% | -10.0% |
AZO | Buy | AUTOZONE INC | $254,017 | +16.5% | 103 | +1.0% | 0.06% | +5.1% |
BHP | Buy | BHP GROUP LTDsponsored ads | $251,303 | +1994.2% | 4,050 | +1587.5% | 0.06% | +1933.3% |
LIN | Buy | LINDE PLC | $248,549 | +21.8% | 762 | +0.9% | 0.06% | +9.1% |
QCOM | Buy | QUALCOMM INC | $247,292 | +0.1% | 2,249 | +2.7% | 0.06% | -10.4% |
FISV | Sell | FISERV INC | $243,073 | -10.0% | 2,405 | -16.8% | 0.06% | -19.2% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $243,435 | -38.2% | 6,245 | -42.2% | 0.06% | -44.9% |
IWM | Buy | ISHARES TRrussell 2000 etf | $243,323 | +5.8% | 1,396 | +0.2% | 0.06% | -4.8% |
NKE | Sell | NIKE INCcl b | $244,434 | +24.7% | 2,089 | -11.2% | 0.06% | +11.3% |
ETN | Sell | EATON CORP PLC | $238,250 | +11.9% | 1,518 | -5.0% | 0.06% | 0.0% |
LRCX | Buy | LAM RESEARCH CORP | $238,730 | +69.3% | 568 | +47.5% | 0.06% | +52.6% |
APD | Buy | AIR PRODS & CHEMS INC | $238,902 | +73.1% | 775 | +30.3% | 0.06% | +56.8% |
ANTM | Buy | ELEVANCE HEALTH INC | $238,531 | +15.2% | 465 | +2.2% | 0.06% | +3.6% |
STM | Buy | STMICROELECTRONICS N Vny registry | $239,635 | +5890.9% | 6,737 | +4817.5% | 0.06% | +5700.0% |
CRH | Buy | CRH PLCadr | $235,517 | +2255.2% | 5,919 | +1755.5% | 0.06% | +1800.0% |
NFLX | Buy | NETFLIX INC | $234,135 | +42.8% | 794 | +14.2% | 0.06% | +26.7% |
INFY | New | INFOSYS LTDsponsored adr | $234,130 | – | 13,000 | +100.0% | 0.06% | – |
TD | New | TORONTO DOMINION BK ONT | $233,136 | – | 3,600 | +100.0% | 0.06% | – |
ALV | New | AUTOLIV INC | $229,740 | – | 3,000 | +100.0% | 0.06% | – |
SLF | New | SUN LIFE FINANCIAL INC. | $232,100 | – | 5,000 | +100.0% | 0.06% | – |
RY | New | ROYAL BK CDA SUSTAINABL | $225,648 | – | 2,400 | +100.0% | 0.06% | – |
CNI | New | CANADIAN NATL RY CO | $225,872 | – | 1,900 | +100.0% | 0.06% | – |
AMD | Buy | ADVANCED MICRO DEVICES INC | $227,990 | +33.3% | 3,520 | +30.6% | 0.06% | +19.6% |
SNY | Buy | SANOFIsponsored adr | $227,427 | +1321.4% | 4,696 | +1034.3% | 0.06% | +1275.0% |
BMO | New | BANK MONTREAL QUE | $226,500 | – | 2,500 | +100.0% | 0.06% | – |
DE | Buy | DEERE & CO | $225,192 | +41.6% | 525 | +10.1% | 0.06% | +27.9% |
CNHI | New | CNH INDL N V | $224,840 | – | 14,000 | +100.0% | 0.06% | – |
MGA | New | MAGNA INTL INC | $224,720 | – | 4,000 | +100.0% | 0.05% | – |
BAP | New | CREDICORP LTD | $223,839 | – | 1,650 | +100.0% | 0.05% | – |
AGG | New | ISHARES TRcore us aggbd et | $223,077 | – | 2,300 | +100.0% | 0.05% | – |
UBS | New | UBS GROUP AG | $224,040 | – | 12,000 | +100.0% | 0.05% | – |
EEM | ISHARES TRmsci emg mkt etf | $220,313 | +8.5% | 5,813 | 0.0% | 0.05% | -3.6% | |
AEE | Buy | AMEREN CORP | $216,520 | +11.0% | 2,435 | +0.4% | 0.05% | 0.0% |
GOVT | New | ISHARES TRus treas bd etf | $217,385 | – | 9,568 | +100.0% | 0.05% | – |
ABEV | New | AMBEV SAsponsored adr | $217,600 | – | 80,000 | +100.0% | 0.05% | – |
AXP | Buy | AMERICAN EXPRESS CO | $212,760 | +28.9% | 1,440 | +18.0% | 0.05% | +15.6% |
VUG | VANGUARD INDEX FDSgrowth etf | $207,336 | -0.3% | 973 | 0.0% | 0.05% | -10.7% | |
DEO | Buy | DIAGEO PLCspon adr new | $205,988 | +1959.9% | 1,156 | +1964.3% | 0.05% | +1566.7% |
CL | Buy | COLGATE PALMOLIVE CO | $205,012 | +20.6% | 2,602 | +7.7% | 0.05% | +8.7% |
CCI | Buy | CROWN CASTLE INC | $197,492 | +0.2% | 1,456 | +7.1% | 0.05% | -9.4% |
CB | Sell | CHUBB LIMITED | $197,658 | +18.4% | 896 | -2.2% | 0.05% | +6.7% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $197,661 | +24.3% | 1,403 | +5.0% | 0.05% | +11.6% |
PLD | Buy | PROLOGIS INC. | $197,165 | +38.8% | 1,749 | +25.4% | 0.05% | +23.1% |
IYW | New | ISHARES TRu.s. tech etf | $193,674 | – | 2,600 | +100.0% | 0.05% | – |
SPGI | Buy | S&P GLOBAL INC | $189,911 | +97.8% | 567 | +80.0% | 0.05% | +76.9% |
TFC | Buy | TRUIST FINL CORP | $188,687 | +6.0% | 4,385 | +7.5% | 0.05% | -4.2% |
PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $190,060 | -27.2% | 17,000 | -22.5% | 0.05% | -35.2% |
PAC | New | GRUPO AEROPUERTO DEL PACIFICspon adr b | $186,953 | – | 1,300 | +100.0% | 0.04% | – |
VZ | Sell | VERIZON COMMUNICATIONS INC | $185,106 | -15.9% | 4,698 | -19.1% | 0.04% | -25.0% |
NOW | Buy | SERVICENOW INC | $187,146 | +31.8% | 482 | +28.5% | 0.04% | +15.4% |
EMR | Buy | EMERSON ELEC CO | $183,763 | +50.6% | 1,913 | +14.3% | 0.04% | +36.4% |
VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $181,038 | -14.2% | 2,600 | -23.5% | 0.04% | -22.8% |
DVN | Buy | DEVON ENERGY CORP NEW | $183,484 | +7.3% | 2,983 | +5.0% | 0.04% | -4.3% |
CSX | Buy | CSX CORP | $178,848 | +64.1% | 5,773 | +41.0% | 0.04% | +43.3% |
HACK | ETF MANAGERS TRprime cybr scrty | $177,610 | +1.5% | 4,032 | 0.0% | 0.04% | -10.4% | |
AMT | Buy | AMERICAN TOWER CORP NEW | $167,369 | +50.8% | 790 | +52.8% | 0.04% | +36.7% |
AMAT | Sell | APPLIED MATLS INC | $167,045 | -12.5% | 1,715 | -26.4% | 0.04% | -21.2% |
JETS | ETF SER SOLUTIONSus glb jets | $163,541 | +13.6% | 9,575 | 0.0% | 0.04% | +2.6% | |
DHS | Buy | WISDOMTREE TRus high dividend | $161,100 | +15.1% | 1,872 | +1.0% | 0.04% | +2.6% |
KHC | Buy | KRAFT HEINZ CO | $159,807 | +23.9% | 3,925 | +1.4% | 0.04% | +11.4% |
JCI | Buy | JOHNSON CTLS INTL PLC | $161,984 | +37.3% | 2,531 | +5.7% | 0.04% | +21.9% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $160,821 | -0.7% | 2,895 | +0.0% | 0.04% | -11.4% |
TJX | Buy | TJX COS INC NEW | $161,986 | +54.3% | 2,035 | +20.8% | 0.04% | +34.5% |
MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $159,468 | -3.9% | 2,270 | -16.4% | 0.04% | -13.3% |
ITW | Buy | ILLINOIS TOOL WKS INC | $159,057 | +85.0% | 722 | +51.4% | 0.04% | +69.6% |
GPC | Sell | GENUINE PARTS CO | $160,497 | +7.0% | 925 | -8.1% | 0.04% | -4.9% |
CDW | Buy | CDW CORP | $161,615 | +31.4% | 905 | +15.3% | 0.04% | +18.2% |
DIS | Sell | DISNEY WALT CO | $157,126 | -51.7% | 1,809 | -47.5% | 0.04% | -56.8% |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $154,794 | +12.2% | 2,076 | +0.3% | 0.04% | +2.7% |
VTV | VANGUARD INDEX FDSvalue etf | $156,513 | +13.4% | 1,115 | 0.0% | 0.04% | +2.7% | |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $156,871 | +3821.8% | 3,436 | +3942.4% | 0.04% | +3700.0% |
ISRG | Sell | INTUITIVE SURGICAL INC | $153,107 | +34.3% | 577 | -4.8% | 0.04% | +19.4% |
CP | CANADIAN PAC RY LTD | $153,805 | +11.5% | 2,062 | 0.0% | 0.04% | 0.0% | |
MRVL | Sell | MARVELL TECHNOLOGY INC | $150,605 | -25.4% | 4,066 | -13.6% | 0.04% | -32.7% |
ADP | AUTOMATIC DATA PROCESSING IN | $152,870 | +5.4% | 640 | 0.0% | 0.04% | -5.1% | |
INTU | Sell | INTUIT | $152,963 | -36.0% | 393 | -36.2% | 0.04% | -43.1% |
BLK | Sell | BLACKROCK INC | $154,481 | -4.6% | 218 | -26.1% | 0.04% | -15.9% |
PFF | Sell | ISHARES TRpfd and incm sec | $149,444 | -19.2% | 4,895 | -16.3% | 0.04% | -28.0% |
Buy | GENERAL ELECTRIC CO | $145,549 | +38.6% | 1,737 | +2.1% | 0.04% | +20.7% | |
MMC | Buy | MARSH & MCLENNAN COS INC | $143,140 | +43.1% | 865 | +29.1% | 0.04% | +29.6% |
SPYG | SPDR SER TRprtflo s&p500 gw | $141,952 | +1.4% | 2,801 | 0.0% | 0.03% | -10.5% | |
PYPL | Sell | PAYPAL HLDGS INC | $140,944 | -31.2% | 1,979 | -17.0% | 0.03% | -39.3% |
IJT | ISHARES TRs&p sml 600 gwt | $138,546 | +6.6% | 1,282 | 0.0% | 0.03% | -2.9% | |
QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $137,899 | -47.4% | 8,667 | -48.2% | 0.03% | -53.5% |
AFL | Buy | AFLAC INC | $136,614 | +28.9% | 1,899 | +0.8% | 0.03% | +13.8% |
ZTS | Sell | ZOETIS INCcl a | $136,731 | -35.8% | 933 | -35.2% | 0.03% | -43.1% |
ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $135,624 | +61.5% | 1,322 | +41.8% | 0.03% | +43.5% |
SLB | Buy | SCHLUMBERGER LTD | $133,917 | +48.8% | 2,505 | +0.2% | 0.03% | +33.3% |
DAL | Buy | DELTA AIR LINES INC DEL | $130,553 | +25.5% | 3,973 | +7.5% | 0.03% | +14.3% |
SRE | Buy | SEMPRA | $127,341 | +20.1% | 824 | +16.9% | 0.03% | +6.9% |
EFA | ISHARES TRmsci eafe etf | $127,664 | +17.1% | 1,945 | 0.0% | 0.03% | +3.3% | |
BA | Sell | BOEING CO | $128,150 | +36.3% | 673 | -13.6% | 0.03% | +19.2% |
CTAS | Buy | CINTAS CORP | $128,260 | +18.8% | 284 | +1.8% | 0.03% | +6.9% |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $128,170 | +11.5% | 2,006 | +0.6% | 0.03% | 0.0% |
AIG | Buy | AMERICAN INTL GROUP INC | $127,745 | +43.5% | 2,020 | +7.7% | 0.03% | +29.2% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $129,322 | +57.7% | 1,362 | +43.1% | 0.03% | +40.9% |
GILD | Buy | GILEAD SCIENCES INC | $122,548 | +47.6% | 1,427 | +6.3% | 0.03% | +30.4% |
IJK | ISHARES TRs&p mc 400gr etf | $123,213 | +8.1% | 1,804 | 0.0% | 0.03% | -3.2% | |
MSI | Buy | MOTOROLA SOLUTIONS INC | $118,031 | +84.4% | 458 | +61.3% | 0.03% | +70.6% |
HCA | Sell | HCA HEALTHCARE INC | $121,180 | +17.7% | 505 | -9.8% | 0.03% | +3.6% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $114,068 | +42.6% | 395 | +43.6% | 0.03% | +27.3% |
MET | Buy | METLIFE INC | $117,095 | +27.3% | 1,618 | +7.2% | 0.03% | +12.0% |
PH | Buy | PARKER-HANNIFIN CORP | $116,400 | +79.1% | 400 | +48.1% | 0.03% | +55.6% |
PAYX | Sell | PAYCHEX INC | $113,711 | -0.3% | 984 | -3.1% | 0.03% | -9.7% |
OC | OWENS CORNING NEW | $115,155 | +8.6% | 1,350 | 0.0% | 0.03% | -3.4% | |
SO | Sell | SOUTHERN CO | $116,398 | -22.9% | 1,630 | -26.4% | 0.03% | -31.7% |
VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $116,005 | +23.4% | 2,344 | +20.0% | 0.03% | +7.7% |
EL | Buy | LAUDER ESTEE COS INCcl a | $111,153 | +17.0% | 448 | +2.3% | 0.03% | +3.8% |
TMUS | Buy | T-MOBILE US INC | $112,700 | +5.3% | 805 | +0.6% | 0.03% | -6.9% |
HUM | Sell | HUMANA INC | $110,121 | +2.9% | 215 | -2.3% | 0.03% | -6.9% |
CLOU | GLOBAL X FDS | $111,752 | +0.7% | 6,971 | 0.0% | 0.03% | -10.0% | |
MSCI | Buy | MSCI INC | $112,571 | +19.8% | 242 | +9.0% | 0.03% | +3.8% |
NVO | NOVO-NORDISK A Sadr | $111,791 | +36.3% | 826 | 0.0% | 0.03% | +22.7% | |
TRMB | Buy | TRIMBLE INC | $107,389 | -5.8% | 2,124 | +1.2% | 0.03% | -16.1% |
NOC | Buy | NORTHROP GRUMMAN CORP | $105,303 | +28.4% | 193 | +10.3% | 0.03% | +18.2% |
AMP | Sell | AMERIPRISE FINL INC | $104,309 | -6.0% | 335 | -23.9% | 0.02% | -16.7% |
COF | Buy | CAPITAL ONE FINL CORP | $104,487 | +43.1% | 1,124 | +41.0% | 0.02% | +25.0% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $101,557 | +4.7% | 764 | +0.1% | 0.02% | -3.8% |
BCE | BCE INC | $103,019 | +5.1% | 2,344 | 0.0% | 0.02% | -7.4% | |
IWR | Buy | ISHARES TRrus mid cap etf | $103,184 | +8.6% | 1,530 | +0.3% | 0.02% | -3.8% |
ANET | Buy | ARISTA NETWORKS INC | $101,327 | +46.9% | 835 | +35.8% | 0.02% | +31.6% |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $103,121 | +18.5% | 1,050 | 0.0% | 0.02% | +4.2% | |
AVIG | Sell | AMERICAN CENTY ETF TRavantis core fi | $101,206 | -22.7% | 2,470 | -23.8% | 0.02% | -30.6% |
ORI | Sell | OLD REP INTL CORP | $99,015 | +10.0% | 4,100 | -4.7% | 0.02% | 0.0% |
TXN | Sell | TEXAS INSTRS INC | $98,802 | -11.8% | 598 | -17.5% | 0.02% | -20.0% |
TT | Buy | TRANE TECHNOLOGIES PLC | $100,854 | +18.7% | 600 | +1.7% | 0.02% | +4.3% |
FCX | Buy | FREEPORT-MCMORAN INCcl b | $98,192 | +513.7% | 2,584 | +354.9% | 0.02% | +500.0% |
DXCM | Buy | DEXCOM INC | $97,386 | +116.4% | 860 | +53.6% | 0.02% | +100.0% |
SHW | Sell | SHERWIN WILLIAMS CO | $98,492 | +10.7% | 415 | -4.6% | 0.02% | 0.0% |
JBLU | JETBLUE AWYS CORP | $96,844 | -2.2% | 14,945 | 0.0% | 0.02% | -14.8% | |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $94,242 | +40.7% | 1,390 | +14.0% | 0.02% | +27.8% |
GM | Sell | GENERAL MTRS CO | $93,082 | -9.6% | 2,767 | -13.8% | 0.02% | -17.9% |
ROP | Buy | ROPER TECHNOLOGIES INC | $89,875 | +114.0% | 208 | +76.3% | 0.02% | +100.0% |
MCO | Buy | MOODYS CORP | $91,945 | +64.2% | 330 | +43.5% | 0.02% | +46.7% |
LNG | CHENIERE ENERGY INC | $86,227 | -9.2% | 575 | 0.0% | 0.02% | -19.2% | |
AON | AON PLC | $87,041 | +11.6% | 290 | 0.0% | 0.02% | 0.0% | |
VXUS | VANGUARD STAR FDSvg tl intl stk f | $85,803 | +12.9% | 1,659 | 0.0% | 0.02% | 0.0% | |
DLN | WISDOMTREE TRus largecap divd | $88,341 | +11.8% | 1,426 | 0.0% | 0.02% | 0.0% | |
NUE | Buy | NUCOR CORP | $86,995 | +102.3% | 660 | +63.0% | 0.02% | +75.0% |
REGN | Buy | REGENERON PHARMACEUTICALS | $86,579 | +9.6% | 120 | +4.3% | 0.02% | 0.0% |
VLO | Sell | VALERO ENERGY CORP | $81,825 | +13.6% | 645 | -4.4% | 0.02% | 0.0% |
ROST | Buy | ROSS STORES INC | $80,669 | +46.7% | 695 | +6.9% | 0.02% | +33.3% |
MOS | Sell | MOSAIC CO NEW | $84,450 | -12.0% | 1,925 | -3.3% | 0.02% | -23.1% |
DIMENSIONAL ETF TRUSTintl small cap e | $81,738 | +16.8% | 3,800 | 0.0% | 0.02% | +5.3% | ||
BDX | Sell | BECTON DICKINSON & CO | $80,613 | -30.5% | 317 | -39.0% | 0.02% | -35.5% |
BSX | Buy | BOSTON SCIENTIFIC CORP | $81,898 | +110.0% | 1,770 | +77.0% | 0.02% | +81.8% |
HPQ | Sell | HP INC | $78,595 | +7.7% | 2,925 | -0.5% | 0.02% | -5.0% |
IDXX | Sell | IDEXX LABS INC | $77,512 | +10.7% | 190 | -11.6% | 0.02% | 0.0% |
F | Buy | FORD MTR CO DEL | $77,095 | +32.9% | 6,629 | +27.6% | 0.02% | +18.8% |
FITB | Buy | FIFTH THIRD BANCORP | $79,695 | +85.3% | 2,429 | +80.7% | 0.02% | +58.3% |
QLYS | QUALYS INC | $78,561 | -19.8% | 700 | 0.0% | 0.02% | -29.6% | |
AWK | Buy | AMERICAN WTR WKS CO INC NEW | $78,496 | +30.8% | 515 | +12.0% | 0.02% | +18.8% |
LEN | Buy | LENNAR CORPcl a | $78,283 | +28.3% | 865 | +5.5% | 0.02% | +11.8% |
ORLY | Buy | OREILLY AUTOMOTIVE INC | $78,495 | +24.6% | 93 | +3.3% | 0.02% | +11.8% |
XEL | Sell | XCEL ENERGY INC | $77,121 | -12.4% | 1,100 | -20.0% | 0.02% | -20.8% |
IT | Buy | GARTNER INC | $78,993 | +58.0% | 235 | +30.6% | 0.02% | +35.7% |
ALK | ALASKA AIR GROUP INC | $80,298 | +10.0% | 1,870 | 0.0% | 0.02% | -5.0% | |
D | Buy | DOMINION ENERGY INC | $76,343 | -10.2% | 1,245 | +1.6% | 0.02% | -17.4% |
RSG | Buy | REPUBLIC SVCS INC | $73,266 | -2.3% | 568 | +2.7% | 0.02% | -10.0% |
MCK | Buy | MCKESSON CORP | $75,024 | +15.4% | 200 | +5.3% | 0.02% | 0.0% |
IGSB | Buy | ISHARES TR | $72,640 | +0.9% | 1,458 | +0.1% | 0.02% | -10.0% |
VMW | Buy | VMWARE INC | $75,988 | +80.9% | 619 | +55.1% | 0.02% | +63.6% |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $75,791 | +68.4% | 1,237 | +54.6% | 0.02% | +50.0% |
PGR | Buy | PROGRESSIVE CORP | $75,232 | +19.4% | 580 | +6.4% | 0.02% | +5.9% |
ICF | Buy | ISHARES TRcohen steer reit | $72,689 | +2.4% | 1,325 | +0.5% | 0.02% | -5.3% |
FOXF | FOX FACTORY HLDG CORP | $74,809 | +15.1% | 820 | 0.0% | 0.02% | 0.0% | |
USB | Buy | US BANCORP DEL | $75,794 | +80.5% | 1,738 | +66.6% | 0.02% | +63.6% |
NTR | NUTRIEN LTD | $73,030 | -12.0% | 1,000 | 0.0% | 0.02% | -21.7% | |
USHY | ISHARES TRbroad usd high | $69,060 | +3.1% | 2,000 | 0.0% | 0.02% | -5.6% | |
APH | Sell | AMPHENOL CORP NEWcl a | $71,572 | -33.1% | 940 | -41.1% | 0.02% | -41.4% |
ADSK | Buy | AUTODESK INC | $68,394 | +6.9% | 366 | +7.3% | 0.02% | 0.0% |
WAB | Buy | WABTEC | $71,863 | +23.9% | 720 | +1.4% | 0.02% | +6.2% |
BKNG | Buy | BOOKING HOLDINGS INC | $68,520 | +242.6% | 34 | +183.3% | 0.02% | +240.0% |
VCR | VANGUARD WORLD FDSconsum dis etf | $71,182 | -6.3% | 325 | 0.0% | 0.02% | -19.0% | |
CARR | Sell | CARRIER GLOBAL CORPORATION | $70,826 | +14.2% | 1,717 | -2.0% | 0.02% | 0.0% |
CNC | Sell | CENTENE CORP DEL | $68,888 | -6.9% | 840 | -11.1% | 0.02% | -15.0% |
CLX | Sell | CLOROX CO DEL | $70,165 | -1.2% | 500 | -9.9% | 0.02% | -10.5% |
SIMO | SILICON MOTION TECHNOLOGY COsponsored adr | $68,499 | -0.7% | 1,054 | 0.0% | 0.02% | -10.5% | |
FNDC | Sell | SCHWAB STRATEGIC TRschwb fdt int sc | $70,523 | -57.5% | 2,256 | -63.0% | 0.02% | -62.2% |
IXP | New | ISHARES TR | $68,075 | – | 1,250 | +100.0% | 0.02% | – |
EFG | Sell | ISHARES TReafe grwth etf | $69,437 | -75.3% | 829 | -78.6% | 0.02% | -77.6% |
PSX | Buy | PHILLIPS 66 | $71,607 | +32.6% | 688 | +3.0% | 0.02% | +13.3% |
PPL | Buy | PPL CORP | $68,521 | +24.6% | 2,345 | +9.1% | 0.02% | +13.3% |
IBKR | INTERACTIVE BROKERS GROUP IN | $65,477 | +12.9% | 905 | 0.0% | 0.02% | 0.0% | |
VMC | Sell | VULCAN MATLS CO | $66,192 | -9.3% | 378 | -17.8% | 0.02% | -20.0% |
PNC | Buy | PNC FINL SVCS GROUP INC | $65,545 | +77.1% | 415 | +67.3% | 0.02% | +60.0% |
FTV | Sell | FORTIVE CORP | $66,627 | +2.5% | 1,037 | -6.7% | 0.02% | -11.1% |
AME | New | AMETEK INC | $64,271 | – | 460 | +100.0% | 0.02% | – |
TSEM | TOWER SEMICONDUCTOR LTD | $64,800 | -1.8% | 1,500 | 0.0% | 0.02% | -11.1% | |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $65,974 | +20.0% | 1,190 | 0.0% | 0.02% | +6.7% | |
ETSY | Buy | ETSY INC | $64,681 | +37.6% | 540 | +16.1% | 0.02% | +23.1% |
SPG | Buy | SIMON PPTY GROUP INC NEW | $67,551 | +40.7% | 575 | +7.5% | 0.02% | +23.1% |
CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $66,125 | -16.3% | 195 | -25.0% | 0.02% | -23.8% |
RJF | Buy | RAYMOND JAMES FINL INC | $64,858 | +13.8% | 607 | +6.1% | 0.02% | +6.7% |
BK | Sell | BANK NEW YORK MELLON CORP | $67,597 | +4.0% | 1,485 | -12.4% | 0.02% | -11.1% |
IQV | Buy | IQVIA HLDGS INC | $64,540 | +130.5% | 315 | +103.2% | 0.02% | +100.0% |
CRM | Buy | SALESFORCE INC | $67,488 | +43.6% | 509 | +54.2% | 0.02% | +23.1% |
MRNA | Sell | MODERNA INC | $63,765 | +35.7% | 355 | -10.1% | 0.02% | +15.4% |
STT | Sell | STATE STR CORP | $62,444 | +11.5% | 805 | -12.5% | 0.02% | 0.0% |
PRU | Sell | PRUDENTIAL FINL INC | $62,660 | +2.7% | 630 | -11.3% | 0.02% | -11.8% |
SNPS | Sell | SYNOPSYS INC | $63,858 | -11.3% | 200 | -14.9% | 0.02% | -25.0% |
PSA | Buy | PUBLIC STORAGE | $63,043 | +57.6% | 225 | +66.7% | 0.02% | +36.4% |
IQDF | FLEXSHARES TRintl qltdv idx | $59,806 | +15.0% | 2,899 | 0.0% | 0.02% | +7.1% | |
OTIS | Buy | OTIS WORLDWIDE CORP | $63,431 | +111.4% | 810 | +71.6% | 0.02% | +87.5% |
KR | Buy | KROGER CO | $62,189 | +19.6% | 1,395 | +17.2% | 0.02% | +7.1% |
QQQJ | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $63,625 | +7.8% | 2,661 | 0.0% | 0.02% | -6.2% | |
ILMN | Buy | ILLUMINA INC | $62,682 | +10.0% | 310 | +3.3% | 0.02% | 0.0% |
NXPI | Sell | NXP SEMICONDUCTORS N V | $61,632 | +6.3% | 390 | -1.3% | 0.02% | -6.2% |
PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $60,422 | +23.3% | 720 | +5.9% | 0.02% | +15.4% |
ULTA | Sell | ULTA BEAUTY INC | $60,510 | -5.5% | 129 | -18.9% | 0.02% | -11.8% |
EBAY | Buy | EBAY INC. | $62,535 | +140.5% | 1,508 | +114.8% | 0.02% | +114.3% |
AGGY | Buy | WISDOMTREE TRyield enhancd us | $58,527 | +2.7% | 1,372 | +0.9% | 0.01% | -6.7% |
LBTYK | Buy | LIBERTY GLOBAL PLC | $56,444 | +527.2% | 2,905 | +443.0% | 0.01% | +600.0% |
AAON | AAON INC | $56,415 | +41.0% | 749 | 0.0% | 0.01% | +27.3% | |
ATVI | Buy | ACTIVISION BLIZZARD INC | $56,647 | +13.3% | 740 | +10.4% | 0.01% | 0.0% |
MTD | Buy | METTLER TOLEDO INTERNATIONAL | $56,373 | +125.5% | 39 | +69.6% | 0.01% | +100.0% |
HAL | Sell | HALLIBURTON CO | $59,497 | +16.7% | 1,512 | -27.5% | 0.01% | 0.0% |
IPAC | ISHARES TRcore msci pac | $58,232 | +12.0% | 1,085 | 0.0% | 0.01% | 0.0% | |
MELI | Buy | MERCADOLIBRE INC | $56,698 | +82.9% | 67 | +81.1% | 0.01% | +75.0% |
XLC | SELECT SECTOR SPDR TR | $57,588 | +1.0% | 1,200 | 0.0% | 0.01% | -6.7% | |
IGIB | ISHARES TR | $59,214 | +2.1% | 1,196 | 0.0% | 0.01% | -12.5% | |
DLR | Buy | DIGITAL RLTY TR INC | $57,154 | +1328.8% | 570 | +1166.7% | 0.01% | +1300.0% |
VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $58,289 | -6.0% | 1,410 | -12.6% | 0.01% | -17.6% |
HA | HAWAIIAN HOLDINGS INC | $57,169 | -21.7% | 5,572 | 0.0% | 0.01% | -30.0% | |
MNST | Buy | MONSTER BEVERAGE CORP NEW | $57,669 | +20.1% | 568 | +3.6% | 0.01% | +7.7% |
ROK | Sell | ROCKWELL AUTOMATION INC | $59,241 | +2.1% | 230 | -14.8% | 0.01% | -12.5% |
FIS | Buy | FIDELITY NATL INFORMATION SV | $52,923 | +561.5% | 780 | +609.1% | 0.01% | +550.0% |
FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $54,816 | +3.4% | 580 | 0.0% | 0.01% | -7.1% | |
HES | Buy | HESS CORP | $53,466 | +78.2% | 377 | +37.1% | 0.01% | +62.5% |
LUV | Buy | SOUTHWEST AIRLS CO | $51,852 | +12.7% | 1,540 | +3.4% | 0.01% | +8.3% |
SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $52,800 | +10.0% | 1,200 | 0.0% | 0.01% | 0.0% | |
SHM | SPDR SER TRnuveen blmbrg sh | $52,383 | +2.7% | 1,115 | 0.0% | 0.01% | -7.1% | |
HSY | HERSHEY CO | $54,419 | +4.7% | 235 | 0.0% | 0.01% | -7.1% | |
SCHW | Buy | SCHWAB CHARLES CORP | $53,099 | +47.5% | 638 | +26.8% | 0.01% | +30.0% |
IAU | ISHARES GOLD TRishares new | $54,133 | +10.5% | 1,565 | 0.0% | 0.01% | 0.0% | |
IWF | New | ISHARES TRrus 1000 grw etf | $53,988 | – | 252 | +100.0% | 0.01% | – |
QUAL | ISHARES TRmsci usa qlt fct | $53,105 | +10.6% | 466 | 0.0% | 0.01% | 0.0% | |
EXC | Sell | EXELON CORP | $54,470 | -7.7% | 1,260 | -20.5% | 0.01% | -18.8% |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $53,905 | +3.7% | 2,794 | +0.1% | 0.01% | -7.1% |
CMS | Buy | CMS ENERGY CORP | $54,780 | +16.6% | 865 | +6.1% | 0.01% | 0.0% |
TU | New | TELUS CORPORATION | $50,206 | – | 2,600 | +100.0% | 0.01% | – |
HLT | HILTON WORLDWIDE HLDGS INC | $49,912 | +4.0% | 395 | 0.0% | 0.01% | -7.7% | |
HEIA | HEICO CORP NEWcl a | $50,577 | +5.4% | 422 | 0.0% | 0.01% | -7.7% | |
Buy | SHELL PLCspon ads | $51,369 | +55.7% | 902 | +37.7% | 0.01% | +33.3% | |
RCI | New | ROGERS COMMUNICATIONS INCcl b | $51,524 | – | 1,100 | +100.0% | 0.01% | – |
XLK | SELECT SECTOR SPDR TRtechnology | $48,683 | +5.8% | 391 | 0.0% | 0.01% | 0.0% | |
RELX | New | RELX PLCsponsored adr | $49,896 | – | 1,800 | +100.0% | 0.01% | – |
RF | Sell | REGIONS FINANCIAL CORP NEW | $49,696 | +1.4% | 2,305 | -4.9% | 0.01% | -7.7% |
MPWR | Buy | MONOLITHIC PWR SYS INC | $51,273 | +9.1% | 145 | +11.5% | 0.01% | -7.7% |
IBB | ISHARES TRishares biotech | $49,234 | +11.9% | 375 | 0.0% | 0.01% | 0.0% | |
SQ | Buy | BLOCK INCcl a | $51,403 | +157.0% | 818 | +127.2% | 0.01% | +140.0% |
DG | Sell | DOLLAR GEN CORP NEW | $49,250 | -1.5% | 200 | -4.8% | 0.01% | -14.3% |
USMV | Buy | ISHARES TRmsci usa min vol | $50,972 | +10.8% | 707 | +0.9% | 0.01% | 0.0% |
WPP | New | WPP PLC NEWadr | $49,160 | – | 1,000 | +100.0% | 0.01% | – |
ON | Buy | ON SEMICONDUCTOR CORP | $48,960 | +4.2% | 785 | +4.7% | 0.01% | -7.7% |
APA | Sell | APA CORPORATION | $51,115 | +34.5% | 1,095 | -0.9% | 0.01% | +20.0% |
YUM | Sell | YUM BRANDS INC | $49,951 | +6.3% | 390 | -11.4% | 0.01% | -7.7% |
New | U HAUL HOLDING COMPANY | $49,482 | – | 900 | +100.0% | 0.01% | – | |
NTES | New | NETEASE INCsponsored ads | $50,841 | – | 700 | +100.0% | 0.01% | – |
MAA | Buy | MID-AMER APT CMNTYS INC | $50,237 | +2.5% | 320 | +1.6% | 0.01% | -7.7% |
MORN | MORNINGSTAR INC | $49,383 | +2.9% | 228 | 0.0% | 0.01% | -7.7% | |
EWC | New | ISHARES INCmsci cda etf | $44,218 | – | 1,351 | +100.0% | 0.01% | – |
HBAN | HUNTINGTON BANCSHARES INC | $44,246 | +7.9% | 3,138 | 0.0% | 0.01% | 0.0% | |
VFH | VANGUARD WORLD FDSfinancials etf | $46,329 | +10.3% | 560 | 0.0% | 0.01% | 0.0% | |
DFS | Sell | DISCOVER FINL SVCS | $43,534 | -12.9% | 445 | -18.3% | 0.01% | -21.4% |
PXD | Buy | PIONEER NAT RES CO | $45,906 | +17.7% | 201 | +11.7% | 0.01% | 0.0% |
SYY | Sell | SYSCO CORP | $46,252 | -36.6% | 605 | -41.3% | 0.01% | -45.0% |
EUFN | ISHARES TRmsci euro fl etf | $47,278 | +24.4% | 2,697 | 0.0% | 0.01% | +10.0% | |
CSGP | Buy | COSTAR GROUP INC | $44,436 | +16.9% | 575 | +5.5% | 0.01% | +10.0% |
CTVA | Buy | CORTEVA INC | $44,144 | +10.4% | 751 | +7.9% | 0.01% | 0.0% |
O | Sell | REALTY INCOME CORP | $43,703 | -5.0% | 689 | -12.7% | 0.01% | -8.3% |
EWJ | New | ISHARES INCmsci jpn etf new | $45,566 | – | 837 | +100.0% | 0.01% | – |
TEL | Sell | TE CONNECTIVITY LTD | $44,428 | -11.1% | 387 | -15.3% | 0.01% | -21.4% |
LBTYA | Buy | LIBERTY GLOBAL PLC | $45,811 | +358.1% | 2,420 | +272.3% | 0.01% | +266.7% |
WDC | Buy | WESTERN DIGITAL CORP. | $46,379 | +172.8% | 1,470 | +177.4% | 0.01% | +120.0% |
VICI | Sell | VICI PPTYS INC | $43,643 | -22.1% | 1,347 | -28.0% | 0.01% | -26.7% |
DD | Buy | DUPONT DE NEMOURS INC | $44,610 | +147.8% | 650 | +80.6% | 0.01% | +120.0% |
IWO | ISHARES TRrus 2000 grw etf | $39,686 | +4.4% | 185 | 0.0% | 0.01% | 0.0% | |
EOG | Sell | EOG RES INC | $40,799 | +10.3% | 315 | -6.0% | 0.01% | 0.0% |
IWS | ISHARES TRrus mdcp val etf | $43,295 | +11.0% | 411 | 0.0% | 0.01% | -9.1% | |
ESGU | New | ISHARES TResg awr msci usa | $41,697 | – | 492 | +100.0% | 0.01% | – |
EA | Buy | ELECTRONIC ARTS INC | $40,930 | +63.7% | 335 | +52.3% | 0.01% | +42.9% |
ENPH | ENPHASE ENERGY INC | $42,394 | -3.6% | 160 | 0.0% | 0.01% | -16.7% | |
BL | BLACKLINE INC | $41,371 | +11.8% | 615 | 0.0% | 0.01% | 0.0% | |
FDS | FACTSET RESH SYS INC | $41,325 | +0.8% | 103 | 0.0% | 0.01% | -9.1% | |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $42,777 | +125.1% | 1,145 | +84.7% | 0.01% | +100.0% |
ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $42,567 | +25.2% | 150 | +11.1% | 0.01% | +11.1% |
OXY | Buy | OCCIDENTAL PETE CORP | $42,518 | +9.0% | 675 | +6.3% | 0.01% | -9.1% |
WMB | Sell | WILLIAMS COS INC | $40,796 | +2.0% | 1,240 | -12.1% | 0.01% | -9.1% |
GPN | Sell | GLOBAL PMTS INC | $42,708 | -58.1% | 430 | -54.3% | 0.01% | -64.3% |
STOR | STORE CAP CORP | $40,556 | +1.4% | 1,265 | 0.0% | 0.01% | -9.1% | |
DISH | DISH NETWORK CORPORATIONcl a | $42,120 | +2.7% | 3,000 | 0.0% | 0.01% | -9.1% | |
WY | Buy | WEYERHAEUSER CO MTN BE | $35,185 | +46.6% | 1,135 | +35.9% | 0.01% | +28.6% |
ACGL | Buy | ARCH CAP GROUP LTDord | $38,610 | +48.5% | 615 | +6.0% | 0.01% | +28.6% |
WEC | Sell | WEC ENERGY GROUP INC | $35,160 | -42.4% | 375 | -44.9% | 0.01% | -47.1% |
BLL | Buy | BALL CORP | $35,287 | +152.0% | 690 | +137.9% | 0.01% | +125.0% |
EXPD | Sell | EXPEDITORS INTL WASH INC | $36,060 | +12.7% | 347 | -2.8% | 0.01% | 0.0% |
AMERICAN CENTY ETF TRemerging mkt val | $36,882 | +8.5% | 900 | 0.0% | 0.01% | 0.0% | ||
BEN | Buy | FRANKLIN RESOURCES INC | $37,855 | +191.2% | 1,435 | +131.5% | 0.01% | +125.0% |
CRAI | CRA INTL INC | $36,729 | +36.0% | 300 | 0.0% | 0.01% | +28.6% | |
PEAK | Buy | HEALTHPEAK PROPERTIES INC | $37,755 | +151.7% | 1,506 | +127.8% | 0.01% | +125.0% |
DOW | Sell | DOW INC | $36,785 | -24.9% | 730 | -34.4% | 0.01% | -30.8% |
MLM | Sell | MARTIN MARIETTA MATLS INC | $33,797 | -0.6% | 100 | -4.8% | 0.01% | -11.1% |
EQIX | Sell | EQUINIX INC | $31,441 | -58.6% | 48 | -63.9% | 0.01% | -61.9% |
DLTR | Sell | DOLLAR TREE INC | $32,531 | -1.4% | 230 | -6.1% | 0.01% | -11.1% |
BIIB | Buy | BIOGEN INC | $34,615 | +23.6% | 125 | +19.0% | 0.01% | 0.0% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $34,133 | +0.4% | 459 | +0.4% | 0.01% | -11.1% |
GPK | Sell | GRAPHIC PACKAGING HLDG CO | $34,628 | +8.2% | 1,556 | -3.4% | 0.01% | -11.1% |
PCAR | Sell | PACCAR INC | $33,650 | -6.5% | 340 | -21.8% | 0.01% | -20.0% |
ACWI | New | ISHARES TRmsci acwi etf | $33,443 | – | 394 | +100.0% | 0.01% | – |
Buy | WARNER BROS DISCOVERY INC | $32,697 | +25.8% | 3,449 | +55.4% | 0.01% | +14.3% | |
IR | Buy | INGERSOLL RAND INC | $33,963 | +30.6% | 650 | +6.6% | 0.01% | +14.3% |
UNM | UNUM GROUP | $32,003 | +6.7% | 780 | 0.0% | 0.01% | 0.0% | |
Buy | APOLLO GLOBAL MGMT INC | $31,704 | +86.5% | 497 | +40.0% | 0.01% | +60.0% | |
ADI | Sell | ANALOG DEVICES INC | $31,166 | -29.2% | 190 | -39.7% | 0.01% | -33.3% |
ED | CONSOLIDATED EDISON INC | $30,976 | +10.6% | 325 | 0.0% | 0.01% | 0.0% | |
Buy | CONSTELLATION ENERGY CORP | $33,708 | +8.7% | 391 | +4.0% | 0.01% | 0.0% | |
ECL | Sell | ECOLAB INC | $32,460 | -50.8% | 223 | -51.3% | 0.01% | -55.6% |
VWOB | VANGUARD WHITEHALL FDSem mk gov bd etf | $34,149 | +6.7% | 560 | 0.0% | 0.01% | -11.1% | |
EFX | Buy | EQUIFAX INC | $31,098 | +48.1% | 160 | +33.3% | 0.01% | +33.3% |
CDNS | Sell | CADENCE DESIGN SYSTEM INC | $31,325 | -38.6% | 195 | -38.1% | 0.01% | -42.9% |
TDY | New | TELEDYNE TECHNOLOGIES INC | $29,993 | – | 75 | +100.0% | 0.01% | – |
POOL | Sell | POOL CORP | $30,535 | -50.8% | 101 | -48.5% | 0.01% | -58.8% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $29,693 | +14.2% | 450 | +0.4% | 0.01% | 0.0% |
VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $28,958 | +11.4% | 450 | 0.0% | 0.01% | 0.0% | |
K | Sell | KELLOGG CO | $28,852 | -12.6% | 405 | -14.7% | 0.01% | -22.2% |
TER | Sell | TERADYNE INC | $27,865 | -40.7% | 319 | -48.5% | 0.01% | -46.2% |
VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $30,234 | – | 517 | +100.0% | 0.01% | – |
XAR | SPDR SER TRaerospace def | $27,513 | +19.6% | 250 | 0.0% | 0.01% | +16.7% | |
NTRS | Sell | NORTHERN TR CORP | $28,317 | -16.7% | 320 | -20.0% | 0.01% | -22.2% |
INCY | Buy | INCYTE CORP | $28,112 | +22.2% | 350 | +2.9% | 0.01% | +16.7% |
CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $30,525 | -42.4% | 22 | -37.1% | 0.01% | -50.0% |
SPSC | SPS COMM INC | $28,897 | +3.2% | 225 | 0.0% | 0.01% | -12.5% | |
REG | Sell | REGENCY CTRS CORP | $30,625 | +13.4% | 490 | -2.0% | 0.01% | 0.0% |
CNP | Buy | CENTERPOINT ENERGY INC | $27,291 | +43.6% | 910 | +37.9% | 0.01% | +40.0% |
MKTX | MARKETAXESS HLDGS INC | $29,562 | +23.2% | 106 | 0.0% | 0.01% | 0.0% | |
FDX | Sell | FEDEX CORP | $30,310 | +1.0% | 175 | -12.5% | 0.01% | -12.5% |
DGRO | ISHARES TRcore div grwth | $27,500 | +14.6% | 550 | 0.0% | 0.01% | 0.0% | |
ALB | ALBEMARLE CORP | $28,192 | -17.1% | 130 | 0.0% | 0.01% | -22.2% | |
FIVE | FIVE BELOW INC | $30,068 | +30.7% | 170 | 0.0% | 0.01% | +16.7% | |
VDE | VANGUARD WORLD FDSenergy etf | $28,016 | +21.8% | 231 | 0.0% | 0.01% | +16.7% | |
SHOP | SHOPIFY INCcl a | $30,892 | +28.7% | 890 | 0.0% | 0.01% | 0.0% | |
TROW | Sell | PRICE T ROWE GROUP INC | $28,901 | -27.7% | 265 | -31.2% | 0.01% | -36.4% |
KMB | Buy | KIMBERLY-CLARK CORP | $30,544 | +90.9% | 225 | +56.2% | 0.01% | +75.0% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $28,093 | -76.6% | 138 | -78.4% | 0.01% | -78.8% |
MU | Sell | MICRON TECHNOLOGY INC | $27,989 | -64.6% | 560 | -64.3% | 0.01% | -66.7% |
RMD | Sell | RESMED INC | $24,976 | -45.7% | 120 | -42.9% | 0.01% | -50.0% |
A | Sell | AGILENT TECHNOLOGIES INC | $26,189 | -41.8% | 175 | -52.7% | 0.01% | -50.0% |
ALL | Buy | ALLSTATE CORP | $25,764 | +12.0% | 190 | +2.7% | 0.01% | 0.0% |
WRB | Buy | BERKLEY W R CORP | $23,730 | +13.0% | 327 | +1.6% | 0.01% | 0.0% |
CG | Buy | CARLYLE GROUP INC | $26,558 | +279.4% | 890 | +229.6% | 0.01% | +200.0% |
CIEN | New | CIENA CORP | $23,706 | – | 465 | +100.0% | 0.01% | – |
CMI | Buy | CUMMINS INC | $25,440 | +27.2% | 105 | +5.0% | 0.01% | +20.0% |
DELL | Buy | DELL TECHNOLOGIES INCcl c | $23,022 | +15.1% | 572 | +0.2% | 0.01% | +20.0% |
EIX | Buy | EDISON INTL | $23,158 | +110.5% | 364 | +91.6% | 0.01% | +100.0% |
EME | EMCOR GROUP INC | $26,660 | +27.0% | 180 | 0.0% | 0.01% | 0.0% | |
ETR | Sell | ENTERGY CORP NEW | $23,625 | +7.4% | 210 | -4.5% | 0.01% | 0.0% |
GWW | GRAINGER W W INC | $22,806 | +14.0% | 41 | 0.0% | 0.01% | +20.0% | |
HIG | Sell | HARTFORD FINL SVCS GROUP INC | $24,266 | +1.1% | 320 | -15.8% | 0.01% | -14.3% |
HUBS | HUBSPOT INC | $23,130 | +5.1% | 80 | 0.0% | 0.01% | 0.0% | |
IEX | IDEX CORP | $26,486 | +15.2% | 116 | 0.0% | 0.01% | 0.0% | |
IP | New | INTERNATIONAL PAPER CO | $22,683 | – | 655 | +100.0% | 0.01% | – |
EUSB | New | ISHARES TResg adv ttl usd | $25,362 | – | 601 | +100.0% | 0.01% | – |
KKR | Sell | KKR & CO INC | $24,835 | -0.7% | 535 | -7.8% | 0.01% | -14.3% |
KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $25,661 | -28.7% | 150 | -34.8% | 0.01% | -40.0% |
LULU | Sell | LULULEMON ATHLETICA INC | $25,310 | -29.7% | 79 | -38.8% | 0.01% | -40.0% |
MAR | Sell | MARRIOTT INTL INC NEWcl a | $24,567 | -27.7% | 165 | -31.2% | 0.01% | -33.3% |
OKE | Sell | ONEOK INC NEW | $23,652 | -18.4% | 360 | -35.7% | 0.01% | -25.0% |
PCG | New | PG&E CORP | $23,658 | – | 1,455 | +100.0% | 0.01% | – |
PHM | Buy | PULTE GROUP INC | $25,724 | +267.5% | 565 | +222.9% | 0.01% | +200.0% |
TXT | TEXTRON INC | $23,718 | +18.6% | 335 | 0.0% | 0.01% | +20.0% | |
UEC | URANIUM ENERGY CORP | $23,280 | +10.9% | 6,000 | 0.0% | 0.01% | 0.0% | |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $26,051 | +13.3% | 520 | +0.2% | 0.01% | 0.0% |
ALLE | Sell | ALLEGION PLC | $23,262 | +10.8% | 221 | -4.3% | 0.01% | 0.0% |
SUSB | New | ISHARES TResg awre 1 5 yr | $18,564 | – | 781 | +100.0% | 0.01% | – |
MGM | MGM RESORTS INTERNATIONAL | $19,783 | +9.9% | 590 | 0.0% | 0.01% | 0.0% | |
GLD | SPDR GOLD TR | $21,035 | +10.7% | 124 | 0.0% | 0.01% | 0.0% | |
WDAY | Buy | WORKDAY INCcl a | $21,084 | +17.1% | 126 | +9.6% | 0.01% | 0.0% |
FWONK | Sell | LIBERTY MEDIA CORP DEL | $20,624 | -1.8% | 345 | -5.5% | 0.01% | -16.7% |
HMC | Buy | HONDA MOTOR LTD | $19,522 | +22.0% | 854 | +14.0% | 0.01% | +25.0% |
DEM | Sell | WISDOMTREE TRemer mkt high fd | $21,384 | -20.8% | 600 | -27.7% | 0.01% | -28.6% |
ATHM | AUTOHOME INCsp ads rp cl a | $19,982 | +5.2% | 653 | 0.0% | 0.01% | 0.0% | |
WNS | WNS HLDGS LTDspon adr | $22,317 | -3.0% | 279 | 0.0% | 0.01% | -16.7% | |
BP | Buy | BP PLCsponsored adr | $22,215 | +85.1% | 636 | +45.5% | 0.01% | +66.7% |
MTCH | New | MATCH GROUP INC NEW | $22,612 | – | 545 | +100.0% | 0.01% | – |
BFB | Buy | BROWN FORMAN CORPcl b | $20,755 | +3.8% | 316 | +3.3% | 0.01% | 0.0% |
LW | LAMB WESTON HLDGS INC | $19,659 | +15.6% | 220 | 0.0% | 0.01% | 0.0% | |
CME | Sell | CME GROUP INC | $20,179 | -65.2% | 120 | -63.1% | 0.01% | -68.8% |
CRL | CHARLES RIV LABS INTL INC | $21,354 | +12.4% | 98 | 0.0% | 0.01% | 0.0% | |
CFG | Buy | CITIZENS FINL GROUP INC | $21,457 | +19.2% | 545 | +1.9% | 0.01% | 0.0% |
VFC | Buy | V F CORP | $19,327 | +93.3% | 700 | +115.4% | 0.01% | +66.7% |
UAL | Buy | UNITED AIRLS HLDGS INC | $20,019 | +54.0% | 531 | +32.4% | 0.01% | +25.0% |
TRU | Buy | TRANSUNION | $19,011 | +137.6% | 335 | +139.3% | 0.01% | +150.0% |
TSCO | TRACTOR SUPPLY CO | $21,372 | +18.7% | 95 | 0.0% | 0.01% | 0.0% | |
DOCU | Buy | DOCUSIGN INC | $19,397 | +76.3% | 350 | +66.7% | 0.01% | +66.7% |
APTV | Buy | APTIV PLC | $22,351 | +1017.6% | 240 | +860.0% | 0.01% | +400.0% |
GVI | Sell | ISHARES TRintrm gov cr etf | $21,004 | -72.7% | 205 | -72.8% | 0.01% | -76.2% |
SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $22,045 | +37.8% | 289 | +16.1% | 0.01% | +25.0% |
MDB | New | MONGODB INCcl a | $21,652 | – | 110 | +100.0% | 0.01% | – |
EXR | Buy | EXTRA SPACE STORAGE INC | $20,605 | +28.8% | 140 | +55.6% | 0.01% | +25.0% |
FERG | FERGUSON PLC NEW | $20,188 | +26.2% | 159 | 0.0% | 0.01% | +25.0% | |
KBWP | INVESCO EXCH TRADED FD TR IIkbw ppty casut | $21,518 | +19.5% | 250 | 0.0% | 0.01% | 0.0% | |
SEE | Buy | SEALED AIR CORP NEW | $19,453 | +143.2% | 390 | +116.7% | 0.01% | +150.0% |
CPRI | Buy | CAPRI HOLDINGS LIMITED | $19,775 | +229.6% | 345 | +137.9% | 0.01% | +150.0% |
FNCL | FIDELITY COVINGTON TRUSTmsci finls idx | $20,375 | +13.2% | 425 | 0.0% | 0.01% | 0.0% | |
ESG | FLEXSHARES TRstox us esg slct | $20,661 | +8.7% | 225 | 0.0% | 0.01% | 0.0% | |
ALGN | Buy | ALIGN TECHNOLOGY INC | $15,818 | +13.0% | 75 | +7.1% | 0.00% | 0.0% |
Sell | FEDERAL RLTY INVT TR NEWsh ben int new | $17,177 | -4.6% | 170 | -15.0% | 0.00% | -20.0% | |
JBL | JABIL INC | $18,414 | +15.1% | 270 | 0.0% | 0.00% | 0.0% | |
CBRE | Buy | CBRE GROUP INCcl a | $17,316 | +23.7% | 225 | +7.1% | 0.00% | 0.0% |
VRSK | VERISK ANALYTICS INC | $14,996 | +7.1% | 85 | 0.0% | 0.00% | 0.0% | |
ENB | Buy | ENBRIDGE INC | $16,148 | +130.7% | 413 | +110.7% | 0.00% | +100.0% |
SUI | Sell | SUN CMNTYS INC | $15,015 | -53.1% | 105 | -55.3% | 0.00% | -55.6% |
USXF | New | ISHARES TResg msci usa etf | $16,127 | – | 526 | +100.0% | 0.00% | – |
MTB | Sell | M & T BK CORP | $16,682 | -73.9% | 115 | -68.1% | 0.00% | -76.5% |
EFV | Buy | ISHARES TReafe value etf | $15,768 | +21.3% | 344 | +1.2% | 0.00% | 0.0% |
PPG | Sell | PPG INDS INC | $15,718 | -57.5% | 125 | -62.1% | 0.00% | -60.0% |
CE | Buy | CELANESE CORP DEL | $18,403 | +268.1% | 180 | +227.3% | 0.00% | +300.0% |
ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $17,480 | +16.5% | 120 | +9.1% | 0.00% | 0.0% |
SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $16,819 | -19.9% | 60 | -20.0% | 0.00% | -33.3% |
CHWY | Buy | CHEWY INCcl a | $17,242 | +91.6% | 465 | +55.0% | 0.00% | +100.0% |
ESML | New | ISHARES TResg aware msci | $16,308 | – | 496 | +100.0% | 0.00% | – |
AES | Buy | AES CORP | $16,968 | +41.4% | 590 | +11.3% | 0.00% | +33.3% |
M | Buy | MACYS INC | $14,971 | +274.3% | 725 | +168.5% | 0.00% | +300.0% |
FBHS | Buy | FORTUNE BRANDS INNOVATIONS I | $16,562 | +84.0% | 290 | +70.6% | 0.00% | +100.0% |
XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $15,179 | +1.2% | 55 | 0.0% | 0.00% | 0.0% | |
SPYV | SPDR SER TRprtflo s&p500 vl | $18,280 | +14.2% | 470 | 0.0% | 0.00% | 0.0% | |
SCHI | New | SCHWAB STRATEGIC TR5 10yr corp bd | $15,176 | – | 352 | +100.0% | 0.00% | – |
SDY | SPDR SER TRs&p divid etf | $15,639 | +11.7% | 125 | 0.0% | 0.00% | 0.0% | |
New | AMPIO PHARMACEUTICALS INC | $16,567 | – | 73,567 | +100.0% | 0.00% | – | |
GS | New | GOLDMAN SACHS GROUP INC | $15,452 | – | 45 | +100.0% | 0.00% | – |
IEF | New | ISHARES TR7-10 yr trsy bd | $14,846 | – | 155 | +100.0% | 0.00% | – |
SPYD | SPDR SER TRprtflo s&p500 hi | $18,319 | +14.5% | 463 | 0.0% | 0.00% | 0.0% | |
PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $16,511 | +10.1% | 798 | 0.0% | 0.00% | 0.0% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $17,656 | +10.4% | 125 | 0.0% | 0.00% | 0.0% | |
SD | SANDRIDGE ENERGY INC | $17,030 | +6.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
HRL | HORMEL FOODS CORP | $15,487 | +3.2% | 340 | 0.0% | 0.00% | 0.0% | |
SAP | New | SAP SEspon adr | $18,471 | – | 179 | +100.0% | 0.00% | – |
TM | Buy | TOYOTA MOTOR CORPads | $15,843 | +164.0% | 116 | +136.7% | 0.00% | +100.0% |
ANSS | Sell | ANSYS INC | $18,361 | -38.8% | 76 | -44.1% | 0.00% | -50.0% |
PKI | Sell | PERKINELMER INC | $18,229 | +7.2% | 130 | -7.1% | 0.00% | -20.0% |
FANG | Sell | DIAMONDBACK ENERGY INC | $16,414 | -28.6% | 120 | -38.5% | 0.00% | -33.3% |
NXP | NUVEEN SELECT TAX-FREE INCOMsh ben int | $17,874 | +5.1% | 1,285 | 0.0% | 0.00% | -20.0% | |
WLK | Buy | WESTLAKE CORPORATION | $18,457 | +23.0% | 180 | +5.9% | 0.00% | 0.0% |
JNPR | JUNIPER NETWORKS INC | $16,459 | +26.6% | 515 | 0.0% | 0.00% | 0.0% | |
JLL | New | JONES LANG LASALLE INC | $16,734 | – | 105 | +100.0% | 0.00% | – |
WELL | Sell | WELLTOWER INC | $10,816 | -68.2% | 165 | -69.2% | 0.00% | -66.7% |
W | Buy | WAYFAIR INCcl a | $12,169 | +204.2% | 370 | +174.1% | 0.00% | +200.0% |
VPV | INVESCO PA VALUE MUN INC TR | $10,731 | -2.4% | 1,095 | 0.0% | 0.00% | 0.0% | |
SF | Buy | STIFEL FINL CORP | $10,507 | +16.7% | 180 | +2.9% | 0.00% | +50.0% |
New | FS CREDIT OPPORTUNITIES CORP | $14,375 | – | 3,052 | +100.0% | 0.00% | – | |
STLD | STEEL DYNAMICS INC | $13,678 | +36.8% | 140 | 0.0% | 0.00% | 0.0% | |
BAX | Buy | BAXTER INTL INC | $13,252 | +231.3% | 260 | +246.7% | 0.00% | +200.0% |
ABB | New | ABB LTDsponsored adr | $10,570 | – | 347 | +100.0% | 0.00% | – |
OMC | New | OMNICOM GROUP INC | $12,643 | – | 155 | +100.0% | 0.00% | – |
LVS | Buy | LAS VEGAS SANDS CORP | $12,498 | +150.0% | 260 | +79.3% | 0.00% | +200.0% |
BBY | Buy | BEST BUY INC | $13,235 | +47.1% | 165 | +22.2% | 0.00% | +50.0% |
CF | Sell | CF INDS HLDGS INC | $14,058 | -26.0% | 165 | -15.4% | 0.00% | -40.0% |
CSL | Sell | CARLISLE COS INC | $11,783 | -21.4% | 50 | -9.1% | 0.00% | -25.0% |
DSI | New | ISHARES TRmsci kld400 soc | $11,343 | – | 158 | +100.0% | 0.00% | – |
EPAM | Sell | EPAM SYS INC | $11,471 | -36.3% | 35 | -30.0% | 0.00% | -40.0% |
UNVR | UNIVAR SOLUTIONS INC | $10,494 | +31.2% | 330 | 0.0% | 0.00% | +50.0% | |
NEM | Sell | NEWMONT CORP | $10,620 | -73.4% | 225 | -76.3% | 0.00% | -72.7% |
UA | New | UNDER ARMOUR INCcl c | $10,749 | – | 1,205 | +100.0% | 0.00% | – |
LKQ | Sell | LKQ CORP | $13,620 | -66.8% | 255 | -71.0% | 0.00% | -72.7% |
UAA | New | UNDER ARMOUR INCcl a | $11,074 | – | 1,090 | +100.0% | 0.00% | – |
UBER | New | UBER TECHNOLOGIES INC | $11,821 | – | 478 | +100.0% | 0.00% | – |
USPH | U S PHYSICAL THERAPY | $10,372 | +3.7% | 128 | 0.0% | 0.00% | 0.0% | |
CPRT | Sell | COPART INC | $13,396 | -50.4% | 220 | -12.0% | 0.00% | -57.1% |
TSN | Sell | TYSON FOODS INCcl a | $13,695 | -23.9% | 220 | -21.4% | 0.00% | -40.0% |
TY | TRI CONTL CORP | $11,892 | -0.9% | 464 | 0.0% | 0.00% | 0.0% | |
STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $14,257 | +612.8% | 271 | +489.1% | 0.00% | +200.0% |
PINS | Buy | PINTEREST INCcl a | $14,204 | +9.3% | 585 | +1.7% | 0.00% | -25.0% |
DKS | DICKS SPORTING GOODS INC | $12,084 | +9.9% | 100 | 0.0% | 0.00% | 0.0% | |
ALGOMA STL GROUP INC | $12,680 | -2.5% | 2,000 | 0.0% | 0.00% | -25.0% | ||
DASH | Buy | DOORDASH INCcl a | $13,670 | +355.7% | 280 | +330.8% | 0.00% | +200.0% |
DMXF | New | ISHARES TResg eafe etf | $10,691 | – | 197 | +100.0% | 0.00% | – |
ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $12,750 | +41.7% | 100 | +17.6% | 0.00% | +50.0% |
IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $14,153 | +1315.3% | 135 | +1250.0% | 0.00% | – |
XRX | Sell | XEROX HOLDINGS CORP | $14,264 | -68.3% | 977 | -71.6% | 0.00% | -75.0% |
ING | New | ING GROEP N.V.sponsored adr | $11,501 | – | 945 | +100.0% | 0.00% | – |
ESGD | New | ISHARES TResg aw msci eafe | $14,397 | – | 219 | +100.0% | 0.00% | – |
FND | Buy | FLOOR & DECOR HLDGS INCcl a | $12,533 | +213.3% | 180 | +200.0% | 0.00% | +200.0% |
HWM | Sell | HOWMET AEROSPACE INC | $13,794 | +6.1% | 350 | -15.7% | 0.00% | -25.0% |
ESGE | New | ISHARES INCesg awr msci em | $10,314 | – | 343 | +100.0% | 0.00% | – |
DEI | New | DOUGLAS EMMETT INC | $11,760 | – | 750 | +100.0% | 0.00% | – |
ARES | Buy | ARES MANAGEMENT CORPORATION | $13,346 | +90.7% | 195 | +77.3% | 0.00% | +50.0% |
WRK | Buy | WESTROCK CO | $10,900 | +172.5% | 310 | +148.0% | 0.00% | +200.0% |
MAS | New | MASCO CORP | $7,234 | – | 155 | +100.0% | 0.00% | – |
NDAQ | Buy | NASDAQ INC | $9,509 | +35.8% | 155 | +29.2% | 0.00% | 0.0% |
L | Sell | LOEWS CORP | $7,000 | -12.5% | 120 | -25.0% | 0.00% | 0.0% |
NDSN | NORDSON CORP | $9,033 | +12.9% | 38 | 0.0% | 0.00% | 0.0% | |
LDOS | Sell | LEIDOS HOLDINGS INC | $7,889 | -34.3% | 75 | -46.4% | 0.00% | -33.3% |
OKTA | Buy | OKTA INCcl a | $7,175 | +139.2% | 105 | +133.3% | 0.00% | +100.0% |
OLN | Buy | OLIN CORP | $7,412 | +23.5% | 140 | +7.7% | 0.00% | 0.0% |
OGN | Sell | ORGANON & CO | $9,598 | -12.7% | 344 | -28.6% | 0.00% | -33.3% |
PAG | PENSKE AUTOMOTIVE GRP INC | $6,321 | +26.4% | 55 | 0.0% | 0.00% | +100.0% | |
Sell | JACOBS SOLUTIONS INC | $7,204 | -40.0% | 60 | -47.8% | 0.00% | -33.3% | |
IQLT | ISHARES TRmsci intl qualty | $6,867 | +14.4% | 212 | 0.0% | 0.00% | 0.0% | |
PSTG | Buy | PURE STORAGE INCcl a | $9,767 | +8.5% | 365 | +9.0% | 0.00% | 0.0% |
IDV | Buy | ISHARES TRintl sel div etf | $10,005 | +25.1% | 368 | +4.0% | 0.00% | 0.0% |
SCZ | ISHARES TReafe sml cp etf | $6,778 | +13.0% | 120 | 0.0% | 0.00% | 0.0% | |
IRM | Sell | IRON MTN INC DEL | $9,721 | +8.0% | 195 | -7.1% | 0.00% | 0.0% |
RGA | REINSURANCE GRP OF AMERICA I | $7,815 | +11.6% | 55 | 0.0% | 0.00% | 0.0% | |
SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $8,766 | +9.6% | 200 | 0.0% | 0.00% | 0.0% | |
RYF | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $8,462 | +5.8% | 150 | 0.0% | 0.00% | 0.0% | |
IPG | New | INTERPUBLIC GROUP COS INC | $9,160 | – | 275 | +100.0% | 0.00% | – |
PODD | INSULET CORP | $8,832 | +26.2% | 30 | 0.0% | 0.00% | 0.0% | |
ITT | Sell | ITT INC | $10,138 | -70.2% | 125 | -75.7% | 0.00% | -77.8% |
IAC | Buy | IAC INC | $6,660 | +122.0% | 150 | +200.0% | 0.00% | +100.0% |
SSNC | New | SS&C TECHNOLOGIES HLDGS INC | $6,768 | – | 130 | +100.0% | 0.00% | – |
JOE | ST JOE CO | $7,498 | +25.0% | 194 | 0.0% | 0.00% | 0.0% | |
HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $7,820 | +160.7% | 490 | +75.0% | 0.00% | +100.0% |
BOTZ | GLOBAL X FDSrbtcs artfl inte | $6,494 | +8.2% | 316 | 0.0% | 0.00% | 0.0% | |
AJG | Buy | GALLAGHER ARTHUR J & CO | $6,599 | +120.0% | 35 | +75.0% | 0.00% | +100.0% |
SITE | Buy | SITEONE LANDSCAPE SUPPLY INC | $8,564 | +22.3% | 73 | +7.4% | 0.00% | 0.0% |
SNOW | Buy | SNOWFLAKE INCcl a | $8,612 | +43.5% | 60 | +71.4% | 0.00% | 0.0% |
TOL | New | TOLL BROTHERS INC | $6,240 | – | 125 | +100.0% | 0.00% | – |
TDG | Buy | TRANSDIGM GROUP INC | $9,445 | +214.8% | 15 | +200.0% | 0.00% | +100.0% |
TWLO | Buy | TWILIO INCcl a | $9,792 | +226.4% | 200 | +300.0% | 0.00% | +100.0% |
COO | Buy | COOPER COS INC | $8,267 | +106.7% | 25 | +66.7% | 0.00% | +100.0% |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $9,297 | -22.5% | 40 | -20.0% | 0.00% | -33.3% |
U | Buy | UNITY SOFTWARE INC | $6,290 | – | 220 | +2100.0% | 0.00% | – |
CHD | Sell | CHURCH & DWIGHT CO INC | $7,255 | -63.7% | 90 | -68.4% | 0.00% | -60.0% |
KMX | New | CARMAX INC | $6,393 | – | 105 | +100.0% | 0.00% | – |
CAH | CARDINAL HEALTH INC | $9,993 | +11.0% | 130 | 0.0% | 0.00% | 0.0% | |
BLDR | New | BUILDERS FIRSTSOURCE INC | $7,786 | – | 120 | +100.0% | 0.00% | – |
BRX | Buy | BRIXMOR PPTY GROUP INC | $6,688 | +67.2% | 295 | +28.3% | 0.00% | +100.0% |
BXP | Buy | BOSTON PROPERTIES INC | $7,569 | -5.4% | 112 | +8.7% | 0.00% | 0.0% |
BWA | Buy | BORGWARNER INC | $7,446 | +48.9% | 185 | +8.8% | 0.00% | +100.0% |
BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $6,209 | +24.2% | 60 | +9.1% | 0.00% | +100.0% |
SAN | New | BANCO SANTANDER S.A.adr | $7,487 | – | 2,538 | +100.0% | 0.00% | – |
BIDU | BAIDU INCspon adr rep a | $8,579 | -4.7% | 75 | 0.0% | 0.00% | 0.0% | |
VNO | Buy | VORNADO RLTY TRsh ben int | $6,867 | +14.4% | 330 | +37.5% | 0.00% | 0.0% |
WDFC | WD 40 CO | $8,061 | -10.4% | 50 | 0.0% | 0.00% | 0.0% | |
WCN | WASTE CONNECTIONS INC | $9,279 | +3.1% | 70 | 0.0% | 0.00% | 0.0% | |
ATO | ATMOS ENERGY CORP | $8,966 | +12.1% | 80 | 0.0% | 0.00% | 0.0% | |
WAT | Sell | WATERS CORP | $6,852 | -2.1% | 20 | -20.0% | 0.00% | 0.0% |
DMO | WESTERN ASSET MTG DEFINED OP | $9,962 | -0.4% | 925 | 0.0% | 0.00% | -33.3% | |
BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $7,805 | – | 130 | +100.0% | 0.00% | – |
AVDV | AMERICAN CENTY ETF TRintl smcp vlu | $8,856 | +10.7% | 160 | 0.0% | 0.00% | 0.0% | |
XYL | Buy | XYLEM INC | $7,187 | +43.7% | 65 | +8.3% | 0.00% | +100.0% |
AAL | Sell | AMERICAN AIRLS GROUP INC | $10,138 | -22.0% | 797 | -25.0% | 0.00% | -50.0% |
YUMC | YUM CHINA HLDGS INC | $6,285 | +25.7% | 115 | 0.0% | 0.00% | +100.0% | |
ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $8,205 | -18.0% | 32 | -13.5% | 0.00% | -33.3% |
AXS | AXIS CAP HLDGS LTD | $6,230 | +3.8% | 115 | 0.0% | 0.00% | 0.0% | |
RE | Buy | EVEREST RE GROUP LTD | $9,938 | +42.0% | 30 | +20.0% | 0.00% | 0.0% |
LYB | Sell | LYONDELLBASELL INDUSTRIES N | $7,722 | -74.3% | 93 | -76.9% | 0.00% | -75.0% |
MOH | Buy | MOLINA HEALTHCARE INC | $8,256 | +17.9% | 25 | +25.0% | 0.00% | 0.0% |
PLUG | Sell | PLUG POWER INC | $2,103 | -73.7% | 170 | -55.8% | 0.00% | -50.0% |
EXPE | Buy | EXPEDIA GROUP INC | $3,066 | +206.6% | 35 | +250.0% | 0.00% | – |
FCNCA | FIRST CTZNS BANCSHARES INC Ncl a | $3,792 | -5.2% | 5 | 0.0% | 0.00% | 0.0% | |
KRC | New | KILROY RLTY CORP | $2,127 | – | 55 | +100.0% | 0.00% | – |
BX | New | BLACKSTONE INC | $2,671 | – | 36 | +100.0% | 0.00% | – |
PEN | PENUMBRA INC | $3,337 | +11.2% | 15 | 0.0% | 0.00% | 0.0% | |
COTY | New | COTY INC | $4,152 | – | 485 | +100.0% | 0.00% | – |
FE | FIRSTENERGY CORP | $4,194 | +4.8% | 100 | 0.0% | 0.00% | 0.0% | |
GLW | Sell | CORNING INC | $3,513 | -80.5% | 110 | -82.3% | 0.00% | -80.0% |
ROL | Buy | ROLLINS INC | $4,823 | +20.6% | 132 | +3.9% | 0.00% | 0.0% |
BERY | Buy | BERRY GLOBAL GROUP INC | $5,137 | +156.8% | 85 | +88.9% | 0.00% | 0.0% |
BSY | Buy | BENTLEY SYS INC | $2,402 | +20.1% | 65 | +8.3% | 0.00% | 0.0% |
EXPO | EXPONENT INC | $4,657 | +16.4% | 47 | 0.0% | 0.00% | 0.0% | |
Buy | BATH & BODY WORKS INC | $6,110 | +205.5% | 145 | +190.0% | 0.00% | 0.0% | |
TYL | Sell | TYLER TECHNOLOGIES INC | $3,224 | -79.8% | 10 | -77.8% | 0.00% | -75.0% |
PENN | Sell | PENN ENTERTAINMENT INC | $4,752 | -20.8% | 160 | -22.0% | 0.00% | -50.0% |
RUN | Sell | SUNRUN INC | $2,882 | -58.8% | 120 | -55.6% | 0.00% | -50.0% |
VTRS | Sell | VIATRIS INC | $2,771 | -30.7% | 249 | -46.6% | 0.00% | 0.0% |
BBVA | New | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $4,447 | – | 740 | +100.0% | 0.00% | – |
DPZ | DOMINOS PIZZA INC | $3,464 | +15.5% | 10 | 0.0% | 0.00% | 0.0% | |
BKR | Sell | BAKER HUGHES COMPANYcl a | $5,611 | +40.3% | 190 | -7.3% | 0.00% | 0.0% |
KIM | Sell | KIMCO RLTY CORP | $3,071 | -86.0% | 145 | -87.8% | 0.00% | -83.3% |
SNX | TD SYNNEX CORPORATION | $2,368 | +18.4% | 25 | 0.0% | 0.00% | 0.0% | |
SYF | Sell | SYNCHRONY FINANCIAL | $2,793 | -85.3% | 85 | -87.7% | 0.00% | -80.0% |
EEMV | ISHARES INCmsci emerg mrkt | $2,387 | +19.4% | 45 | 0.0% | 0.00% | 0.0% | |
IAA | Sell | IAA INC | $5,000 | 0.0% | 125 | -13.8% | 0.00% | 0.0% |
ENTG | Sell | ENTEGRIS INC | $2,624 | -78.1% | 40 | -71.4% | 0.00% | -66.7% |
WPC | Sell | WP CAREY INC | $2,735 | -31.6% | 35 | -41.7% | 0.00% | 0.0% |
AZEK | Buy | AZEK CO INCcl a | $3,353 | – | 165 | +1000.0% | 0.00% | – |
LPLA | Sell | LPL FINL HLDGS INC | $5,404 | -22.8% | 25 | -16.7% | 0.00% | -50.0% |
FMC | Sell | FMC CORP | $2,496 | -16.8% | 20 | -20.0% | 0.00% | 0.0% |
AGR | New | AVANGRID INC | $2,364 | – | 55 | +100.0% | 0.00% | – |
PLTK | New | PLAYTIKA HLDG CORP | $2,468 | – | 290 | +100.0% | 0.00% | – |
PANW | Buy | PALO ALTO NETWORKS INC | $3,628 | +20.9% | 26 | +23.8% | 0.00% | 0.0% |
CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $5,948 | -50.4% | 104 | -50.2% | 0.00% | -66.7% |
SEDG | Sell | SOLAREDGE TECHNOLOGIES INC | $5,665 | -52.8% | 20 | -60.0% | 0.00% | -66.7% |
JBHT | Sell | HUNT J B TRANS SVCS INC | $2,615 | -70.9% | 15 | -75.0% | 0.00% | -50.0% |
FOUR | New | SHIFT4 PMTS INCcl a | $4,474 | – | 80 | +100.0% | 0.00% | – |
MBB | ISHARES TRmbs etf | $5,751 | -4.2% | 62 | 0.0% | 0.00% | -50.0% | |
New | ATLASSIAN CORPORATIONcl a | $4,504 | – | 35 | +100.0% | 0.00% | – | |
TPR | Sell | TAPESTRY INC | $3,046 | -72.3% | 80 | -78.7% | 0.00% | -66.7% |
TRGP | Buy | TARGA RES CORP | $2,573 | +28.6% | 35 | +40.0% | 0.00% | 0.0% |
HPP | New | HUDSON PAC PPTYS INC | $2,773 | – | 285 | +100.0% | 0.00% | – |
ARW | Sell | ARROW ELECTRS INC | $4,706 | -5.9% | 45 | -10.0% | 0.00% | 0.0% |
LII | LENNOX INTL INC | $5,502 | +10.0% | 23 | 0.0% | 0.00% | 0.0% | |
TTM | TATA MTRS LTDsponsored adr | $4,044 | +1.1% | 175 | 0.0% | 0.00% | 0.0% | |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $5,683 | -5.3% | 44 | 0.0% | 0.00% | -50.0% | |
SNA | SNAP ON INC | $2,285 | +14.2% | 10 | 0.0% | 0.00% | 0.0% | |
EQT | New | EQT CORP | $2,334 | – | 69 | +100.0% | 0.00% | – |
LSXMK | Sell | LIBERTY MEDIA CORP DEL | $2,543 | -63.7% | 65 | -62.9% | 0.00% | -50.0% |
Buy | HALEON PLCspon ads | $3,824 | +91.2% | 478 | +88.9% | 0.00% | 0.0% | |
NLOK | Buy | GEN DIGITAL INC | $3,857 | +28.6% | 180 | +5.9% | 0.00% | 0.0% |
FWONA | Sell | LIBERTY MEDIA CORP DEL | $3,473 | -13.2% | 65 | -7.1% | 0.00% | 0.0% |
AFG | AMERICAN FINL GROUP INC OHIO | $3,432 | +14.4% | 25 | 0.0% | 0.00% | 0.0% | |
HOG | Buy | HARLEY DAVIDSON INC | $3,328 | +66.4% | 80 | +60.0% | 0.00% | 0.0% |
LTC | LTC PPTYS INC | $3,269 | +9.0% | 92 | 0.0% | 0.00% | 0.0% | |
WOPEY | Buy | WOODSIDE ENERGY GROUP LTDsponsored adr | $3,874 | +93.7% | 160 | +86.0% | 0.00% | 0.0% |
CINF | Sell | CINCINNATI FINL CORP | $4,608 | -7.8% | 45 | -18.2% | 0.00% | 0.0% |
MGK | VANGUARD WORLD FDmega grwth ind | $2,581 | -14.0% | 15 | 0.0% | 0.00% | 0.0% | |
FICO | FAIR ISAAC CORP | $5,387 | +34.7% | 9 | 0.0% | 0.00% | 0.0% | |
NOK | NOKIA CORPsponsored adr | $2,320 | +16.0% | 500 | 0.0% | 0.00% | 0.0% | |
MGC | VANGUARD WORLD FDmega cap index | $2,648 | +32.4% | 20 | 0.0% | 0.00% | 0.0% | |
MPW | New | MEDICAL PPTYS TRUST INC | $6,183 | – | 555 | +100.0% | 0.00% | – |
CHH | CHOICE HOTELS INTL INC | $5,632 | +12.6% | 50 | 0.0% | 0.00% | 0.0% | |
BSV | VANGUARD BD INDEX FDSshort trm bond | $3,312 | +10.4% | 44 | 0.0% | 0.00% | 0.0% | |
SCCO | SOUTHERN COPPER CORP | $5,737 | +43.4% | 95 | 0.0% | 0.00% | 0.0% | |
UHAL | U HAUL HOLDING COMPANY | $6,019 | -88.2% | 100 | 0.0% | 0.00% | -92.9% | |
ZI | Sell | ZOOMINFO TECHNOLOGIES INC | $3,463 | -89.2% | 115 | -85.3% | 0.00% | -88.9% |
PTC | New | PTC INC | $3,001 | – | 25 | +100.0% | 0.00% | – |
ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $3,861 | – | 57 | +1040.0% | 0.00% | – |
JKHY | HENRY JACK & ASSOC INC | $5,442 | -9.3% | 31 | 0.0% | 0.00% | -50.0% | |
CHK | New | CHESAPEAKE ENERGY CORP | $2,737 | – | 29 | +100.0% | 0.00% | – |
ALNY | Buy | ALNYLAM PHARMACEUTICALS INC | $2,377 | +137.7% | 10 | +100.0% | 0.00% | – |
DXC | Sell | DXC TECHNOLOGY CO | $3,048 | -23.8% | 115 | -23.3% | 0.00% | 0.0% |
CHE | CHEMED CORP NEW | $6,125 | +22.5% | 12 | 0.0% | 0.00% | 0.0% | |
New | MASTERBRAND INC | $2,190 | – | 290 | +100.0% | 0.00% | – | |
PVH | New | PVH CORPORATION | $5,294 | – | 75 | +100.0% | 0.00% | – |
CW | CURTISS WRIGHT CORP | $2,505 | +25.2% | 15 | 0.0% | 0.00% | 0.0% | |
EVR | EVERCORE INCclass a | $4,363 | +45.4% | 40 | 0.0% | 0.00% | 0.0% | |
LYV | Sell | LIVE NATION ENTERTAINMENT IN | $3,487 | -78.2% | 50 | -76.2% | 0.00% | -75.0% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $4,789 | -76.1% | 23 | -76.5% | 0.00% | -80.0% |
NXST | Sell | NEXSTAR MEDIA GROUP INC | $5,251 | -12.5% | 30 | -14.3% | 0.00% | -50.0% |
Buy | GLOBALFOUNDRIES INCordinary shares | $2,156 | +115.6% | 40 | +60.0% | 0.00% | – | |
CTLT | Buy | CATALENT INC | $5,626 | +181.3% | 125 | +400.0% | 0.00% | 0.0% |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $3,700 | – | 42 | +100.0% | 0.00% | – |
NWSA | Buy | NEWS CORP NEWcl a | $4,186 | +39.5% | 230 | +12.2% | 0.00% | 0.0% |
LPX | New | LOUISIANA PAC CORP | $2,072 | – | 35 | +100.0% | 0.00% | – |
IHI | ISHARES TRu.s. med dvc etf | $3,470 | +15.7% | 66 | 0.0% | 0.00% | 0.0% | |
SMG | SCOTTS MIRACLE-GRO COcl a | $3,450 | +15.0% | 71 | 0.0% | 0.00% | 0.0% | |
SFIX | STITCH FIX INC | $2,821 | -29.5% | 907 | 0.0% | 0.00% | 0.0% | |
CDLX | CARDLYTICS INC | $2,890 | -42.2% | 500 | 0.0% | 0.00% | 0.0% | |
THO | THOR INDS INC | $5,813 | +16.3% | 77 | 0.0% | 0.00% | 0.0% | |
DRAFTKINGS INC NEW | $4,556 | -24.1% | 400 | 0.0% | 0.00% | -50.0% | ||
COG | Sell | COTERRA ENERGY INC | $2,457 | -38.6% | 100 | -41.2% | 0.00% | 0.0% |
AMG | Sell | AFFILIATED MANAGERS GROUP IN | $3,961 | -60.4% | 25 | -70.6% | 0.00% | -66.7% |
FAST | Sell | FASTENAL CO | $4,259 | -46.8% | 90 | -45.5% | 0.00% | -50.0% |
DOV | DOVER CORP | $4,062 | +35.4% | 30 | 0.0% | 0.00% | 0.0% | |
WMS | New | ADVANCED DRAIN SYS INC DEL | $3,689 | – | 45 | +100.0% | 0.00% | – |
ES | Sell | EVERSOURCE ENERGY | $4,192 | -92.5% | 50 | -93.1% | 0.00% | -93.3% |
Buy | RIVIAN AUTOMOTIVE INC | $2,212 | -26.3% | 120 | +20.0% | 0.00% | 0.0% | |
GLOB | New | GLOBANT S A | $4,204 | – | 25 | +100.0% | 0.00% | – |
ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $3,247 | +8.2% | 425 | 0.0% | 0.00% | 0.0% | |
BLD | New | TOPBUILD CORP | $4,695 | – | 30 | +100.0% | 0.00% | – |
PICK | ISHARES INCmsci gbl etf new | $4,428 | +10.7% | 108 | 0.0% | 0.00% | 0.0% | |
SNAP | Sell | SNAP INCcl a | $3,661 | -8.5% | 409 | -5.8% | 0.00% | 0.0% |
ROKU | Buy | ROKU INC | $2,890 | +189.0% | 71 | +545.5% | 0.00% | – |
NRG | New | NRG ENERGY INC | $2,864 | – | 90 | +100.0% | 0.00% | – |
RCL | Buy | ROYAL CARIBBEAN GROUP | $2,472 | – | 50 | +400.0% | 0.00% | – |
HST | Sell | HOST HOTELS & RESORTS INC | $2,488 | -58.5% | 155 | -56.3% | 0.00% | -50.0% |
BHF | BRIGHTHOUSE FINL INC | $3,076 | +2.5% | 60 | 0.0% | 0.00% | 0.0% | |
PNR | PENTAIR PLC | $495 | – | 11 | 0.0% | 0.00% | – | |
STE | Sell | STERIS PLC | $1,847 | -53.8% | 10 | -60.0% | 0.00% | -100.0% |
WLTW | WILLIS TOWERS WATSON PLC LTD | $1,223 | +22.3% | 5 | 0.0% | 0.00% | – | |
ALC | ALCON AG | $754 | -24.6% | 11 | 0.0% | 0.00% | – | |
ACM | AECOM | $849 | -15.1% | 10 | 0.0% | 0.00% | – | |
AAP | Sell | ADVANCE AUTO PARTS INC | $1,323 | -83.5% | 9 | -81.6% | 0.00% | -100.0% |
AMC | Sell | AMC ENTMT HLDGS INC | $16 | – | 4 | -93.2% | 0.00% | – |
ESTC | New | ELASTIC N V | $258 | – | 5 | +100.0% | 0.00% | – |
NTRA | New | NATERA INC | $201 | – | 5 | +100.0% | 0.00% | – |
MKSI | New | MKS INSTRS INC | $424 | – | 5 | +100.0% | 0.00% | – |
MAT | Exit | MATTEL INC | $0 | – | -25 | -100.0% | 0.00% | – |
AA | Exit | ALCOA CORP | $0 | – | -5 | -100.0% | 0.00% | – |
SLGN | New | SILGAN HOLDINGS INC | $518 | – | 10 | +100.0% | 0.00% | – |
SIRI | SIRIUS XM HOLDINGS INC | $1,489 | +48.9% | 255 | 0.0% | 0.00% | – | |
SWKS | Sell | SKYWORKS SOLUTIONS INC | $1,823 | -93.7% | 20 | -94.1% | 0.00% | -100.0% |
TW | Exit | TRADEWEB MKTS INCcl a | $0 | – | -5 | -100.0% | 0.00% | – |
EMBECTA CORP | $1,138 | +13.8% | 45 | 0.0% | 0.00% | – | ||
QRVO | New | QORVO INC | $906 | – | 10 | +100.0% | 0.00% | – |
ESI | Sell | ELEMENT SOLUTIONS INC | $273 | -72.7% | 15 | -57.1% | 0.00% | – |
EMN | New | EASTMAN CHEM CO | $2,036 | – | 25 | +100.0% | 0.00% | – |
SPE | SPECIAL OPPORTUNITIES FD INC | $342 | – | 30 | 0.0% | 0.00% | – | |
SPB | New | SPECTRUM BRANDS HLDGS INC NE | $1,218 | – | 20 | +100.0% | 0.00% | – |
SPIRE GLOBAL INC | $86 | – | 90 | 0.0% | 0.00% | – | ||
SPLK | New | SPLUNK INC | $861 | – | 10 | +100.0% | 0.00% | – |
EWBC | New | EAST WEST BANCORP INC | $659 | – | 10 | +100.0% | 0.00% | – |
DT | New | DYNATRACE INC | $383 | – | 10 | +100.0% | 0.00% | – |
PII | Sell | POLARIS INC | $505 | -95.0% | 5 | -95.0% | 0.00% | -100.0% |
DLB | DOLBY LABORATORIES INC | $1,199 | +19.9% | 17 | 0.0% | 0.00% | – | |
PLANET LABS PBC | $496 | -50.4% | 114 | 0.0% | 0.00% | – | ||
WOOF | New | PETCO HEALTH & WELLNESS CO I | $1,280 | – | 135 | +100.0% | 0.00% | – |
TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWAR | $1,250 | -91.1% | 12 | -90.6% | 0.00% | -100.0% |
XRAY | New | DENTSPLY SIRONA INC | $637 | – | 20 | +100.0% | 0.00% | – |
TFX | New | TELEFLEX INCORPORATED | $1,248 | – | 5 | +100.0% | 0.00% | – |
DDOG | Sell | DATADOG INC | $735 | -92.6% | 10 | -90.9% | 0.00% | -100.0% |
CUBE | New | CUBESMART | $201 | – | 5 | +100.0% | 0.00% | – |
CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -10 | -100.0% | 0.00% | – |
CCK | Sell | CROWN HLDGS INC | $411 | -97.4% | 5 | -97.4% | 0.00% | -100.0% |
CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $1,053 | -47.4% | 10 | -33.3% | 0.00% | -100.0% |
TOAST INCcl a | $18 | – | 1 | 0.0% | 0.00% | – | ||
COUP | New | COUPA SOFTWARE INC | $396 | – | 5 | +100.0% | 0.00% | – |
PFGC | New | PERFORMANCE FOOD GROUP CO | $292 | – | 5 | +100.0% | 0.00% | – |
KEY | KEYCORP | $348 | – | 20 | 0.0% | 0.00% | – | |
UGI | New | UGI CORP NEW | $1,854 | – | 50 | +100.0% | 0.00% | – |
PTON | PELOTON INTERACTIVE INC | $397 | – | 50 | 0.0% | 0.00% | – | |
PCTY | New | PAYLOCITY HLDG CORP | $971 | – | 5 | +100.0% | 0.00% | – |
UI | Sell | UBIQUITI INC | $1,368 | -54.4% | 5 | -50.0% | 0.00% | -100.0% |
PAYC | New | PAYCOM SOFTWARE INC | $1,552 | – | 5 | +100.0% | 0.00% | – |
New | COHERENT CORP | $176 | – | 5 | +100.0% | 0.00% | – | |
CGNX | New | COGNEX CORP | $236 | – | 5 | +100.0% | 0.00% | – |
X | Sell | UNITED STATES STL CORP NEW | $1,127 | +12.7% | 45 | -18.2% | 0.00% | – |
NET | Sell | CLOUDFLARE INC | $678 | -97.5% | 15 | -96.9% | 0.00% | -100.0% |
DTM | Exit | DT MIDSTREAM INC | $0 | – | -15 | -100.0% | 0.00% | – |
PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $289 | – | 45 | +125.0% | 0.00% | – |
CLOV | CLOVER HEALTH INVESTMENTS CO | $279 | -72.1% | 300 | 0.0% | 0.00% | – | |
PKG | Sell | PACKAGING CORP AMER | $640 | -68.0% | 5 | -75.0% | 0.00% | -100.0% |
CLH | CLEAN HARBORS INC | $571 | -42.9% | 5 | 0.0% | 0.00% | – | |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,940 | -61.2% | 27 | -59.7% | 0.00% | -100.0% |
CC | Sell | CHEMOURS CO | $1,531 | -83.0% | 50 | -86.7% | 0.00% | -100.0% |
VTIP | VANGUARD MALVERN FDSstrm infproidx | $1,635 | -18.2% | 35 | 0.0% | 0.00% | -100.0% | |
CRNC | CERENCE INC | $111 | – | 6 | 0.0% | 0.00% | – | |
TREX | Exit | TREX CO INC | $0 | – | -5 | -100.0% | 0.00% | – |
LH | Sell | LABORATORY CORP AMER HLDGS | $1,177 | -85.3% | 5 | -87.5% | 0.00% | -100.0% |
SABR | Exit | SABRE CORP | $0 | – | -35 | -100.0% | 0.00% | – |
CZR | Sell | CAESARS ENTERTAINMENT INC NE | $416 | -94.1% | 10 | -95.1% | 0.00% | -100.0% |
LAMR | LAMAR ADVERTISING CO NEWcl a | $944 | -5.6% | 10 | 0.0% | 0.00% | – | |
OVV | New | OVINTIV INC | $254 | – | 5 | +100.0% | 0.00% | – |
LSTR | LANDSTAR SYS INC | $1,629 | +62.9% | 10 | 0.0% | 0.00% | – | |
BFA | BROWN FORMAN CORPcl a | $329 | – | 5 | 0.0% | 0.00% | – | |
BR | New | BROADRIDGE FINL SOLUTIONS IN | $671 | – | 5 | +100.0% | 0.00% | – |
VEEV | Sell | VEEVA SYS INC | $807 | -59.6% | 5 | -50.0% | 0.00% | -100.0% |
VTR | New | VENTAS INC | $1,352 | – | 30 | +100.0% | 0.00% | – |
RNG | Exit | RINGCENTRAL INCcl a | $0 | – | -5 | -100.0% | 0.00% | – |
VBK | VANGUARD INDEX FDSsml cp grw etf | $2,005 | +0.2% | 10 | 0.0% | 0.00% | -100.0% | |
TECH | Sell | BIO-TECHNE CORP | $414 | -86.2% | 5 | -50.0% | 0.00% | -100.0% |
BILL | Sell | BILL COM HLDGS INC | $545 | -93.9% | 5 | -92.9% | 0.00% | -100.0% |
LSCC | New | LATTICE SEMICONDUCTOR CORP | $1,298 | – | 20 | +100.0% | 0.00% | – |
LEA | Sell | LEAR CORP | $1,240 | -75.2% | 10 | -75.0% | 0.00% | -100.0% |
CVNA | Exit | CARVANA COcl a | $0 | – | -5 | -100.0% | 0.00% | – |
VIAC | Sell | PARAMOUNT GLOBAL | $1,013 | -96.8% | 60 | -96.4% | 0.00% | -100.0% |
Sell | VICTORIAS SECRET AND CO | $1,431 | +43.1% | 40 | -2.4% | 0.00% | – | |
NCV | VIRTUS CONVERTIBLE & INCOME | $95 | – | 28 | 0.0% | 0.00% | – | |
Exit | KYNDRYL HLDGS INC | $0 | – | -37 | -100.0% | 0.00% | – | |
ACI | Exit | ALBERTSONS COS INC | $0 | – | -10 | -100.0% | 0.00% | – |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $495 | – | 12 | 0.0% | 0.00% | – | |
OSH | New | OAK STR HEALTH INC | $215 | – | 10 | +100.0% | 0.00% | – |
AYTU | AYTU BIOPHARMA INC | $0 | – | 1 | 0.0% | 0.00% | – | |
AVY | Sell | AVERY DENNISON CORP | $905 | -98.4% | 5 | -98.5% | 0.00% | -100.0% |
AVB | Sell | AVALONBAY CMNTYS INC | $808 | -98.0% | 5 | -97.7% | 0.00% | -100.0% |
LMND | LEMONADE INC | $616 | -38.4% | 45 | 0.0% | 0.00% | – | |
PK | Exit | PARK HOTELS & RESORTS INC | $0 | – | -15 | -100.0% | 0.00% | – |
HZNP | Exit | HORIZON THERAPEUTICS PUB L | $0 | – | -5 | -100.0% | 0.00% | – |
LENB | New | LENNAR CORPcl b | $374 | – | 5 | +100.0% | 0.00% | – |
WBS | New | WEBSTER FINL CORP | $237 | – | 5 | +100.0% | 0.00% | – |
NVG | NUVEEN AMT FREE MUN CR INC F | $510 | – | 42 | 0.0% | 0.00% | – | |
WAL | New | WESTERN ALLIANCE BANCORP | $893 | – | 15 | +100.0% | 0.00% | – |
LBRDA | Sell | LIBERTY BROADBAND CORP | $152 | -92.4% | 2 | -93.8% | 0.00% | -100.0% |
LBRDK | Sell | LIBERTY BROADBAND CORP | $229 | -98.7% | 3 | -98.8% | 0.00% | -100.0% |
APPN | APPIAN CORPcl a | $781 | -21.9% | 24 | 0.0% | 0.00% | – | |
WSC | New | WILLSCOT MOBIL MINI HLDNG CO | $452 | – | 10 | +100.0% | 0.00% | – |
New | WOLFSPEED INC | $1,036 | – | 15 | +100.0% | 0.00% | – | |
LSI | New | LIFE STORAGE INC | $493 | – | 5 | +100.0% | 0.00% | – |
AVEM | AMERICAN CENTY ETF TRavantis emgmkt | $505 | – | 10 | 0.0% | 0.00% | – | |
SMAR | Exit | SMARTSHEET INC | $0 | – | -5 | -100.0% | 0.00% | – |
YETI | New | YETI HLDGS INC | $207 | – | 5 | +100.0% | 0.00% | – |
MHK | New | MOHAWK INDS INC | $2,044 | – | 20 | +100.0% | 0.00% | – |
MBRX | MOLECULIN BIOTECH INC | $530 | -47.0% | 500 | 0.0% | 0.00% | – | |
NI | New | NISOURCE INC | $960 | – | 35 | +100.0% | 0.00% | – |
ZS | Sell | ZSCALER INC | $560 | -72.0% | 5 | -50.0% | 0.00% | -100.0% |
AMCR | Sell | AMCOR PLCord | $1,191 | -88.1% | 100 | -89.0% | 0.00% | -100.0% |
ALLY | Sell | ALLY FINL INC | $367 | -95.9% | 15 | -95.5% | 0.00% | -100.0% |
AGO | ASSURED GUARANTY LTD | $1,245 | +24.5% | 20 | 0.0% | 0.00% | – | |
LNT | Sell | ALLIANT ENERGY CORP | $1,104 | -81.6% | 20 | -83.3% | 0.00% | -100.0% |
LAC | LITHIUM AMERS CORP NEW | $1,232 | -38.4% | 65 | 0.0% | 0.00% | -100.0% | |
ALGM | New | ALLEGRO MICROSYSTEMS INC | $751 | – | 25 | +100.0% | 0.00% | – |
New | LUCID GROUP INC | $478 | – | 70 | +100.0% | 0.00% | – | |
IVZ | Sell | INVESCO LTD | $90 | -99.4% | 5 | -99.6% | 0.00% | -100.0% |
AKAM | AKAMAI TECHNOLOGIES INC | $1,433 | +43.3% | 17 | 0.0% | 0.00% | – | |
ABNB | Buy | AIRBNB INC | $1,625 | +62.5% | 19 | +35.7% | 0.00% | – |
NTAP | Sell | NETAPP INC | $1,802 | -80.0% | 30 | -78.6% | 0.00% | -100.0% |
NCLH | Sell | NORWEGIAN CRUISE LINE HLDG L | $734 | -26.6% | 60 | -20.0% | 0.00% | – |
NSA | New | NATIONAL STORAGE AFFILIATES | $361 | – | 10 | +100.0% | 0.00% | – |
CCEP | Exit | COCA-COLA EUROPACIFIC PARTNE | $0 | – | -20 | -100.0% | 0.00% | – |
SWCH | Exit | SWITCH INCcl a | $0 | – | -10 | -100.0% | 0.00% | – |
GMED | Exit | GLOBUS MED INCcl a | $0 | – | -5 | -100.0% | 0.00% | – |
VRSN | Exit | VERISIGN INC | $0 | – | -5 | -100.0% | 0.00% | – |
XPO | Exit | XPO LOGISTICS INC | $0 | – | -5 | -100.0% | 0.00% | – |
WTRG | Exit | ESSENTIAL UTILS INC | $0 | – | -25 | -100.0% | 0.00% | – |
LAD | Exit | LITHIA MTRS INC | $0 | – | -5 | -100.0% | 0.00% | – |
LEG | Exit | LEGGETT & PLATT INC | $0 | – | -40 | -100.0% | 0.00% | – |
MKC | Exit | MCCORMICK & CO INC | $0 | – | -15 | -100.0% | 0.00% | – |
EPR | Exit | EPR PPTYS | $0 | – | -35 | -100.0% | 0.00% | – |
WSM | Exit | WILLIAMS SONOMA INC | $0 | – | -10 | -100.0% | 0.00% | – |
SSRM | Exit | SSR MNG INC | $0 | – | -50 | -100.0% | 0.00% | – |
QS | New | QUANTUMSCAPE CORP | $397 | – | 70 | +100.0% | 0.00% | – |
HHC | New | HOWARD HUGHES CORP | $764 | – | 10 | +100.0% | 0.00% | – |
HOLX | Sell | HOLOGIC INC | $374 | -92.5% | 5 | -94.1% | 0.00% | -100.0% |
TRIP | Exit | TRIPADVISOR INC | $0 | – | -20 | -100.0% | 0.00% | – |
BUG | Sell | GLOBAL X FDScybrscurty etf | $623 | -93.8% | 30 | -93.0% | 0.00% | -100.0% |
GNRC | Sell | GENERAC HLDGS INC | $1,007 | -96.1% | 10 | -93.1% | 0.00% | -100.0% |
GME | GAMESTOP CORP NEWcl a | $74 | – | 4 | 0.0% | 0.00% | – | |
HXL | Exit | HEXCEL CORP NEW | $0 | – | -15 | -100.0% | 0.00% | – |
EBND | New | SPDR SER TRbloomberg emergi | $267 | – | 13 | +100.0% | 0.00% | – |
FLT | Sell | FLEETCOR TECHNOLOGIES INC | $1,837 | -87.8% | 10 | -88.2% | 0.00% | -100.0% |
FSLR | New | FIRST SOLAR INC | $749 | – | 5 | +100.0% | 0.00% | – |
REXR | Sell | REXFORD INDL RLTY INC | $546 | -45.4% | 10 | -33.3% | 0.00% | – |
INVH | Buy | INVITATION HOMES INC | $593 | – | 20 | +100.0% | 0.00% | – |
EVRG | Sell | EVERGY INC | $1,888 | -92.7% | 30 | -93.0% | 0.00% | -100.0% |
CTXS | Exit | CITRIX SYS INC | $0 | – | -25 | -100.0% | -0.00% | – |
HAS | Exit | HASBRO INC | $0 | – | -30 | -100.0% | -0.00% | – |
CLR | Exit | CONTINENTAL RES INC | $0 | – | -60 | -100.0% | -0.00% | – |
JHG | Exit | JANUS HENDERSON GROUP PLC | $0 | – | -80 | -100.0% | -0.00% | – |
ESS | Exit | ESSEX PPTY TR INC | $0 | – | -20 | -100.0% | -0.00% | – |
DTE | Exit | DTE ENERGY CO | $0 | – | -30 | -100.0% | -0.00% | – |
BPOP | Exit | POPULAR INC | $0 | – | -40 | -100.0% | -0.00% | – |
RHI | Exit | ROBERT HALF INTL INC | $0 | – | -35 | -100.0% | -0.00% | – |
CMA | Exit | COMERICA INC | $0 | – | -40 | -100.0% | -0.00% | – |
FOX | Exit | FOX CORP | $0 | – | -140 | -100.0% | -0.00% | – |
TWTR | Exit | TWITTER INC | $0 | – | -85 | -100.0% | -0.00% | – |
EQH | Exit | EQUITABLE HLDGS INC | $0 | – | -75 | -100.0% | -0.00% | – |
INDS | Exit | PACER FDS TRbnchmrk indstr | $0 | – | -100 | -100.0% | -0.00% | – |
MASI | Exit | MASIMO CORP | $0 | – | -20 | -100.0% | -0.00% | – |
SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -55 | -100.0% | -0.00% | – |
FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -266 | -100.0% | -0.00% | – |
LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -470 | -100.0% | -0.00% | – |
IPGP | Exit | IPG PHOTONICS CORP | $0 | – | -20 | -100.0% | -0.00% | – |
RARE | Exit | ULTRAGENYX PHARMACEUTICAL IN | $0 | – | -50 | -100.0% | -0.00% | – |
CHPT | Exit | CHARGEPOINT HOLDINGS INC | $0 | – | -180 | -100.0% | -0.00% | – |
SBNY | Exit | SIGNATURE BK NEW YORK N Y | $0 | – | -30 | -100.0% | -0.00% | – |
ELAN | Exit | ELANCO ANIMAL HEALTH INC | $0 | – | -195 | -100.0% | -0.00% | – |
DRE | Exit | DUKE REALTY CORP | $0 | – | -115 | -100.0% | -0.00% | – |
FOXA | Exit | FOX CORP | $0 | – | -240 | -100.0% | -0.00% | – |
IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -47 | -100.0% | -0.00% | – |
LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -135 | -100.0% | -0.00% | – |
SGEN | Exit | SEAGEN INC | $0 | – | -50 | -100.0% | -0.00% | – |
SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -20 | -100.0% | -0.00% | – |
ZION | Exit | ZIONS BANCORPORATION N A | $0 | – | -150 | -100.0% | -0.00% | – |
BURL | Exit | BURLINGTON STORES INC | $0 | – | -60 | -100.0% | -0.00% | – |
XMLV | Exit | INVESCO EXCH TRADED FD TR IIs&p midcp low | $0 | – | -141 | -100.0% | -0.00% | – |
DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -29 | -100.0% | -0.00% | – |
WST | Exit | WEST PHARMACEUTICAL SVSC INC | $0 | – | -45 | -100.0% | -0.00% | – |
ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -92 | -100.0% | -0.00% | – |
NNN | Exit | NATIONAL RETAIL PROPERTIES I | $0 | – | -240 | -100.0% | -0.00% | – |
CCL | Exit | CARNIVAL CORP | $0 | – | -1,755 | -100.0% | -0.00% | – |
ECOM | Exit | CHANNELADVISOR CORP | $0 | – | -511 | -100.0% | -0.00% | – |
EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -179 | -100.0% | -0.00% | – |
FRC | Exit | FIRST REP BK SAN FRANCISCO C | $0 | – | -115 | -100.0% | -0.00% | – |
STAG | Exit | STAG INDL INC | $0 | – | -500 | -100.0% | -0.00% | – |
IDLV | Exit | INVESCO EXCH TRADED FD TR IIs&p intl low | $0 | – | -650 | -100.0% | -0.00% | – |
CIBR | Exit | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $0 | – | -500 | -100.0% | -0.01% | – |
OGE | Exit | OGE ENERGY CORP | $0 | – | -530 | -100.0% | -0.01% | – |
TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -95 | -100.0% | -0.01% | – |
TTE | Exit | TOTALENERGIES SEsponsored ads | $0 | – | -407 | -100.0% | -0.01% | – |
ABMD | Exit | ABIOMED INC | $0 | – | -90 | -100.0% | -0.01% | – |
Y | Exit | ALLEGHANY CORP MD | $0 | – | -30 | -100.0% | -0.01% | – |
PWR | Exit | QUANTA SVCS INC | $0 | – | -195 | -100.0% | -0.01% | – |
WEX | Exit | WEX INC | $0 | – | -250 | -100.0% | -0.01% | – |
FTNT | Exit | FORTINET INC | $0 | – | -675 | -100.0% | -0.01% | – |
UDR | Exit | UDR INC | $0 | – | -850 | -100.0% | -0.01% | – |
LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -403 | -100.0% | -0.01% | – |
AVLR | Exit | AVALARA INC | $0 | – | -454 | -100.0% | -0.01% | – |
EQR | Exit | EQUITY RESIDENTIALsh ben int | $0 | – | -690 | -100.0% | -0.01% | – |
PSCT | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $0 | – | -475 | -100.0% | -0.01% | – |
TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -367 | -100.0% | -0.02% | – |
USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -1,275 | -100.0% | -0.02% | – |
AMPE | Exit | AMPIO PHARMACEUTICALS INC | $0 | – | -1,137,920 | -100.0% | -0.02% | – |
MUB | Exit | ISHARES TRnational mun etf | $0 | – | -861 | -100.0% | -0.02% | – |
EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -1,624 | -100.0% | -0.04% | – |
TGT | Exit | TARGET CORP | $0 | – | -2,956 | -100.0% | -0.12% | – |
RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -7,030 | -100.0% | -0.16% | – |
QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -8,778 | -100.0% | -0.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-22
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.