$184 Million is the total value of Lloyd Advisory Services, LLC.'s 384 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 30.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $29,027,000 | +4245.4% | 622,592 | +3996.0% | 15.78% | +4224.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $19,293,000 | +65.6% | 48,482 | +56.2% | 10.49% | +64.7% |
| AZBJ | New | AIM ETF PRODUCTS TRUSTus lrg cp bufr20 | $16,430,000 | – | 640,504 | +100.0% | 8.93% | – |
| AZAJ | New | AIM ETF PRODUCTS TRUSTus lrg cp bufr10 | $10,226,000 | – | 393,531 | +100.0% | 5.56% | – |
| VOO | Sell | VANGUARD INDEX FDS | $9,021,000 | +1.5% | 24,763 | -4.2% | 4.90% | +0.9% |
| AZAL | New | AIM ETF PRODUCTS TRUSTus lrg cap buf10 | $7,760,000 | – | 282,231 | +100.0% | 4.22% | – |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $6,730,000 | -86.5% | 49,686 | -84.3% | 3.66% | -86.6% |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $6,468,000 | – | 76,339 | +100.0% | 3.52% | – |
| GLD | Sell | SPDR GOLD TR | $5,280,000 | -68.8% | 32,997 | -65.3% | 2.87% | -69.0% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $5,143,000 | +6945.2% | 39,594 | +7098.9% | 2.80% | +6892.5% |
| SLQD | New | ISHARES TR0-5yr invt gr cp | $3,928,000 | – | 75,854 | +100.0% | 2.14% | – |
| TAIL | New | CAMBRIA ETF TRtail risk | $3,768,000 | – | 200,942 | +100.0% | 2.05% | – |
| DGRO | New | ISHARES TRcore div grwth | $3,228,000 | – | 66,873 | +100.0% | 1.76% | – |
| HDV | Buy | ISHARES TRcore high dv etf | $3,109,000 | +103533.3% | 32,769 | +88464.9% | 1.69% | +84450.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $2,962,000 | +928.5% | 36,042 | +936.0% | 1.61% | +919.6% |
| USMV | Buy | ISHARES TRmsci usa min vol | $2,957,000 | +752.2% | 42,742 | +735.8% | 1.61% | +746.3% |
| USFR | Buy | WISDOMTREE TRfloatng rat trea | $2,673,000 | +5468.8% | 106,504 | +5458.7% | 1.45% | +5492.3% |
| DGRW | New | WISDOMTREE TRus qtly div grt | $2,649,000 | – | 46,319 | +100.0% | 1.44% | – |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $2,637,000 | +6661.5% | 51,949 | +6629.1% | 1.43% | +6728.6% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $2,622,000 | +5.9% | 12,218 | +4.6% | 1.43% | +5.2% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,604,000 | -73.5% | 8,160 | -74.0% | 1.42% | -73.7% |
| IUSG | New | ISHARES TRcore s&p us gwt | $2,579,000 | – | 28,402 | +100.0% | 1.40% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $2,551,000 | – | 26,566 | +100.0% | 1.39% | – |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,493,000 | -84.8% | 30,392 | -85.4% | 0.81% | -84.9% |
| PFF | New | ISHARES TRpfd and incm sec | $1,328,000 | – | 34,592 | +100.0% | 0.72% | – |
| SCZ | Sell | ISHARES TReafe sml cp etf | $1,162,000 | -0.6% | 16,172 | -5.4% | 0.63% | -1.1% |
| VIXM | New | PROSHARES TR IIvix mdtrm futr n | $1,163,000 | – | 33,190 | +100.0% | 0.63% | – |
| VIXY | New | PROSHARES TR IIvix sh trm futrs | $1,113,000 | – | 119,179 | +100.0% | 0.60% | – |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $901,000 | -88.6% | 17,312 | -89.0% | 0.49% | -88.7% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $773,000 | -2.5% | 5,747 | -3.6% | 0.42% | -3.2% |
| IWX | Buy | ISHARES TRrus tp200 vl etf | $659,000 | +10.8% | 10,354 | +0.8% | 0.36% | +10.2% |
| USIG | Sell | ISHARES TRusd inv grde etf | $645,000 | -4.9% | 10,920 | -0.2% | 0.35% | -5.4% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $588,000 | -0.3% | 11,010 | +1.0% | 0.32% | -0.9% |
| HD | Buy | HOME DEPOT INC | $504,000 | +15.3% | 1,652 | +0.5% | 0.27% | +14.6% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $497,000 | -35.9% | 1,841 | -39.8% | 0.27% | -36.3% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $382,000 | -35.9% | 7,765 | -39.9% | 0.21% | -36.2% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $377,000 | -58.9% | 2,664 | -62.9% | 0.20% | -59.2% |
| IEMG | Sell | ISHARES INCcore msci emkt | $358,000 | -10.3% | 5,555 | -13.5% | 0.20% | -10.6% |
| PDBC | New | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $337,000 | – | 19,530 | +100.0% | 0.18% | – |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $335,000 | -11.6% | 5,763 | -10.7% | 0.18% | -12.1% |
| EFV | Sell | ISHARES TReafe value etf | $316,000 | +7.5% | 6,202 | -0.6% | 0.17% | +6.8% |
| T | Sell | AT&T INC | $317,000 | -14.6% | 10,477 | -18.7% | 0.17% | -15.3% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $317,000 | +6.0% | 2,902 | -5.8% | 0.17% | +4.9% |
| ABBV | Sell | ABBVIE INC | $292,000 | 0.0% | 2,697 | -0.9% | 0.16% | -0.6% |
| MSFT | Buy | MICROSOFT CORP | $289,000 | +252.4% | 1,226 | +231.4% | 0.16% | +248.9% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $286,000 | +1.4% | 4,251 | +4.5% | 0.16% | +1.3% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $279,000 | +59.4% | 4,543 | +60.1% | 0.15% | +58.3% |
| DUK | Buy | DUKE ENERGY CORP NEW | $280,000 | +6.1% | 2,904 | +0.9% | 0.15% | +5.6% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $273,000 | +7.9% | 4,837 | +5.8% | 0.15% | +7.2% |
| TLS | New | TELOS CORP MD | $270,000 | – | 7,121 | +100.0% | 0.15% | – |
| PM | Sell | PHILIP MORRIS INTL INC | $267,000 | +1.1% | 3,014 | -5.4% | 0.14% | +0.7% |
| XOM | Buy | EXXON MOBIL CORP | $250,000 | +42.9% | 4,484 | +5.7% | 0.14% | +41.7% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $241,000 | -28.9% | 4,713 | -28.4% | 0.13% | -29.2% |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $241,000 | – | 5,265 | +100.0% | 0.13% | – |
| CVX | Sell | CHEVRON CORP NEW | $237,000 | +18.5% | 2,262 | -4.6% | 0.13% | +18.3% |
| CM | Sell | CANADIAN IMP BK COMM | $236,000 | -1.3% | 2,410 | -14.0% | 0.13% | -2.3% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $225,000 | +30.1% | 5,941 | +18.3% | 0.12% | +28.4% |
| PFE | Sell | PFIZER INC | $217,000 | -3.1% | 5,987 | -1.7% | 0.12% | -4.1% |
| EFG | Sell | ISHARES TReafe grwth etf | $208,000 | -1.0% | 2,066 | -0.6% | 0.11% | -1.7% |
| MMM | Buy | 3M CO | $206,000 | +23.4% | 1,070 | +11.9% | 0.11% | +23.1% |
| GILD | Sell | GILEAD SCIENCES INC | $206,000 | +5.6% | 3,192 | -4.7% | 0.11% | +4.7% |
| CSCO | Sell | CISCO SYS INC | $197,000 | +7.7% | 3,818 | -6.7% | 0.11% | +7.0% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $193,000 | -38.5% | 4,737 | -40.1% | 0.10% | -39.0% |
| SO | Sell | SOUTHERN CO | $194,000 | -3.5% | 3,118 | -4.6% | 0.10% | -4.5% |
| BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $192,000 | -0.5% | 4,968 | -3.5% | 0.10% | -1.9% |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $192,000 | +7.3% | 10,436 | -3.8% | 0.10% | +6.1% |
| BCE | Sell | BCE INC | $189,000 | +0.5% | 4,183 | -5.0% | 0.10% | 0.0% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $185,000 | -2.1% | 1,036 | -13.1% | 0.10% | -1.9% |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $185,000 | – | 3,526 | +100.0% | 0.10% | – |
| MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $185,000 | – | 2,674 | +100.0% | 0.10% | – |
| CWB | Buy | SPDR SER TRblmbrg brc cnvrt | $181,000 | +212.1% | 2,166 | +209.4% | 0.10% | +206.2% |
| IVOL | New | KRANESHARES TRquadrtc int rt | $181,000 | – | 6,350 | +100.0% | 0.10% | – |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $179,000 | +17800.0% | 3,738 | +26600.0% | 0.10% | +9600.0% |
| MRK | Sell | MERCK &CO. INC | $179,000 | -13.1% | 2,319 | -8.1% | 0.10% | -14.2% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $176,000 | +1855.6% | 4,630 | +1715.7% | 0.10% | +1820.0% |
| IGSB | Sell | ISHARES TR | $173,000 | -40.3% | 3,173 | -39.5% | 0.09% | -40.9% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $162,000 | +125.0% | 940 | +107.0% | 0.09% | +125.6% |
| UL | Buy | UNILEVER PLCspon adr new | $162,000 | +5.2% | 2,911 | +14.1% | 0.09% | +4.8% |
| AOM | Buy | ISHARES TRmodert alloc etf | $162,000 | +189.3% | 3,722 | +185.9% | 0.09% | +183.9% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $158,000 | +2157.1% | 2,956 | +2122.6% | 0.09% | +2050.0% |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $156,000 | – | 2,673 | +100.0% | 0.08% | – |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $157,000 | +20.8% | 9,960 | -3.5% | 0.08% | +19.7% |
| NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $146,000 | -3.3% | 2,468 | -3.4% | 0.08% | -4.8% |
| PEP | Sell | PEPSICO INC | $142,000 | -6.6% | 1,003 | -2.0% | 0.08% | -7.2% |
| MO | Buy | ALTRIA GROUP INC | $140,000 | +27.3% | 2,733 | +2.1% | 0.08% | +26.7% |
| IWR | Buy | ISHARES TRrus mid cap etf | $140,000 | +19.7% | 1,887 | +10.9% | 0.08% | +18.8% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $137,000 | -4.2% | 1,339 | -3.9% | 0.07% | -5.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $135,000 | -98.5% | 610 | -98.7% | 0.07% | -98.5% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $134,000 | +152.8% | 376 | +154.1% | 0.07% | +151.7% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $128,000 | +19.6% | 1,517 | +17.8% | 0.07% | +18.6% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $124,000 | +2.5% | 929 | -3.3% | 0.07% | +1.5% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $122,000 | +7.0% | 2,085 | +6.9% | 0.07% | +6.5% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $115,000 | -5.7% | 1,391 | +8.9% | 0.06% | -6.0% |
| AMZN | Buy | AMAZON COM INC | $114,000 | +25.3% | 37 | +32.1% | 0.06% | +24.0% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $112,000 | +17.9% | 2,119 | +22.0% | 0.06% | +17.3% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $113,000 | -37.6% | 2,573 | -40.0% | 0.06% | -38.4% |
| GIS | Sell | GENERAL MLS INC | $110,000 | -0.9% | 1,796 | -4.5% | 0.06% | -1.6% |
| D | Sell | DOMINION ENERGY INC | $109,000 | -3.5% | 1,428 | -4.9% | 0.06% | -4.8% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $108,000 | -10.7% | 617 | -23.7% | 0.06% | -10.6% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $104,000 | +2.0% | 1,386 | -5.9% | 0.06% | +1.8% |
| ILTB | Buy | ISHARES TRcore lt usdb etf | $103,000 | +19.8% | 1,508 | +33.8% | 0.06% | +19.1% |
| TRP | Sell | TC ENERGY CORP | $99,000 | +5.3% | 2,154 | -6.6% | 0.05% | +5.9% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $99,000 | -43.4% | 759 | -40.2% | 0.05% | -43.8% |
| DON | Buy | WISDOMTREE TRus midcap divid | $98,000 | +22.5% | 2,435 | +5.4% | 0.05% | +20.5% |
| PPL | Sell | PPL CORP | $96,000 | -1.0% | 3,330 | -3.6% | 0.05% | -1.9% |
| AAPL | Buy | APPLE INC | $93,000 | -7.9% | 763 | +0.4% | 0.05% | -7.3% |
| XSLV | Sell | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $91,000 | -96.7% | 1,976 | -97.1% | 0.05% | -96.8% |
| KMB | Sell | KIMBERLY-CLARK CORP | $90,000 | +1.1% | 647 | -1.8% | 0.05% | 0.0% |
| SPGI | Buy | S&P GLOBAL INC | $89,000 | +1012.5% | 253 | +1000.0% | 0.05% | +1100.0% |
| SPGP | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $89,000 | -96.4% | 1,090 | -96.8% | 0.05% | -96.4% |
| USB | Buy | US BANCORP DEL | $86,000 | +8500.0% | 1,553 | +11846.2% | 0.05% | +4600.0% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $79,000 | -24.0% | 3,816 | -41.1% | 0.04% | -24.6% |
| TFC | Buy | TRUIST FINL CORP | $78,000 | +500.0% | 1,334 | +378.1% | 0.04% | +500.0% |
| AOA | Sell | ISHARES TRaggres alloc etf | $77,000 | -2.5% | 1,144 | -7.7% | 0.04% | -2.3% |
| EFX | Buy | EQUIFAX INC | $77,000 | -6.1% | 424 | +0.2% | 0.04% | -6.7% |
| IDXX | Buy | IDEXX LABS INC | $73,000 | +563.6% | 149 | +577.3% | 0.04% | +566.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $72,000 | +20.0% | 35 | +2.9% | 0.04% | +18.2% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $71,000 | 0.0% | 821 | -11.9% | 0.04% | 0.0% |
| V | Buy | VISA INC | $71,000 | +97.2% | 335 | +101.8% | 0.04% | +95.0% |
| KO | Sell | COCA COLA CO | $71,000 | -9.0% | 1,349 | -5.5% | 0.04% | -9.3% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $72,000 | – | 877 | +100.0% | 0.04% | – |
| FB | Sell | FACEBOOK INCcl a | $68,000 | -1.4% | 232 | -7.9% | 0.04% | -2.6% |
| CSGP | Buy | COSTAR GROUP INC | $68,000 | +580.0% | 83 | +654.5% | 0.04% | +640.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $66,000 | +20.0% | 1,216 | +16.3% | 0.04% | +20.0% |
| AVUV | Sell | AMERICAN CENTY ETF TRus sml cp valu | $64,000 | +4.9% | 893 | -17.1% | 0.04% | +6.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $64,000 | +357.1% | 31 | +287.5% | 0.04% | +337.5% |
| HEIA | Buy | HEICO CORP NEWcl a | $61,000 | +662.5% | 537 | +678.3% | 0.03% | +725.0% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $60,000 | +3.4% | 990 | -1.3% | 0.03% | +3.1% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $59,000 | +5.4% | 1,666 | +0.4% | 0.03% | +3.2% |
| DLR | New | DIGITAL RLTY TR INC | $58,000 | – | 412 | +100.0% | 0.03% | – |
| MCO | Buy | MOODYS CORP | $57,000 | +338.5% | 189 | +339.5% | 0.03% | +342.9% |
| JPM | Sell | JPMORGAN CHASE &CO | $55,000 | -55.6% | 361 | -63.1% | 0.03% | -55.9% |
| LRCX | Sell | LAM RESEARCH CORP | $53,000 | 0.0% | 89 | -21.2% | 0.03% | 0.0% |
| MTZ | MASTEC INC | $54,000 | +35.0% | 581 | 0.0% | 0.03% | +31.8% | |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $51,000 | +750.0% | 210 | +600.0% | 0.03% | +833.3% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $51,000 | +30.8% | 1,663 | +32.6% | 0.03% | +33.3% |
| AMGN | Sell | AMGEN INC | $49,000 | -41.7% | 195 | -46.9% | 0.03% | -41.3% |
| DHI | Sell | D R HORTON INC | $47,000 | +20.5% | 528 | -7.0% | 0.03% | +23.8% |
| CDW | Sell | CDW CORP | $48,000 | +23.1% | 290 | -3.0% | 0.03% | +23.8% |
| MS | Sell | MORGAN STANLEY | $47,000 | -7.8% | 607 | -17.9% | 0.03% | -7.1% |
| CVS | Buy | CVS HEALTH CORP | $46,000 | +820.0% | 607 | +792.6% | 0.02% | +733.3% |
| HZNP | New | HORIZON THERAPEUTICS PUB L | $46,000 | – | 501 | +100.0% | 0.02% | – |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $44,000 | +10.0% | 285 | -1.4% | 0.02% | +9.1% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $45,000 | +800.0% | 1,558 | +699.0% | 0.02% | +700.0% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $45,000 | +650.0% | 1,022 | +590.5% | 0.02% | +700.0% |
| BAC | Sell | BK OF AMERICA CORP | $44,000 | +15.8% | 1,136 | -9.3% | 0.02% | +14.3% |
| AVTR | New | AVANTOR INC | $42,000 | – | 1,457 | +100.0% | 0.02% | – |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $43,000 | -18.9% | 91 | -13.3% | 0.02% | -20.7% |
| DIS | Buy | DISNEY WALT CO | $43,000 | +207.1% | 233 | +210.7% | 0.02% | +187.5% |
| ABT | Buy | ABBOTT LABS | $42,000 | +23.5% | 354 | +14.6% | 0.02% | +21.1% |
| TXN | Buy | TEXAS INSTRS INC | $42,000 | +40.0% | 222 | +23.3% | 0.02% | +43.8% |
| BK | Buy | BANK NEW YORK MELLON CORP | $42,000 | +35.5% | 886 | +20.4% | 0.02% | +35.3% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $43,000 | 0.0% | 316 | +1.0% | 0.02% | -4.2% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $42,000 | -99.5% | 160 | -99.6% | 0.02% | -99.5% |
| BBY | BEST BUY INC | $42,000 | +16.7% | 362 | 0.0% | 0.02% | +15.0% | |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $40,000 | -33.3% | 776 | -30.4% | 0.02% | -33.3% |
| TMUS | Sell | T-MOBILE US INC | $40,000 | -13.0% | 319 | -6.5% | 0.02% | -12.0% |
| TGT | Buy | TARGET CORP | $40,000 | +166.7% | 200 | +129.9% | 0.02% | +175.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $40,000 | -99.5% | 433 | -99.5% | 0.02% | -99.5% |
| NSC | Sell | NORFOLK SOUTHN CORP | $38,000 | +11.8% | 141 | -2.8% | 0.02% | +10.5% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $39,000 | -2.5% | 81 | -22.9% | 0.02% | -4.5% |
| VEEV | Buy | VEEVA SYS INC | $39,000 | +680.0% | 150 | +650.0% | 0.02% | +600.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $38,000 | -9.5% | 155 | -13.9% | 0.02% | -8.7% |
| QRVO | Buy | QORVO INC | $37,000 | +27.6% | 201 | +15.5% | 0.02% | +25.0% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $37,000 | 0.0% | 651 | +2.4% | 0.02% | 0.0% |
| DECK | New | DECKERS OUTDOOR CORP | $36,000 | – | 108 | +100.0% | 0.02% | – |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $36,000 | +1700.0% | 222 | +1750.0% | 0.02% | +1900.0% |
| PH | Sell | PARKER-HANNIFIN CORP | $37,000 | +5.7% | 118 | -7.1% | 0.02% | +5.3% |
| BWA | Buy | BORGWARNER INC | $37,000 | +54.2% | 806 | +28.5% | 0.02% | +53.8% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $37,000 | -68.6% | 580 | -69.4% | 0.02% | -69.2% |
| NUE | New | NUCOR CORP | $35,000 | – | 438 | +100.0% | 0.02% | – |
| DOV | Buy | DOVER CORP | $35,000 | +9.4% | 256 | +0.8% | 0.02% | +5.6% |
| PXD | Sell | PIONEER NAT RES CO | $35,000 | +34.6% | 220 | -5.2% | 0.02% | +35.7% |
| FBHS | Sell | FORTUNE BRANDS HOME &SEC IN | $35,000 | -5.4% | 368 | -14.0% | 0.02% | -5.0% |
| FTC | Buy | FIRST TRUST LRGCP GWT ALPHAD | $34,000 | +142.9% | 345 | +137.9% | 0.02% | +125.0% |
| TEL | New | TE CONNECTIVITY LTD | $34,000 | – | 267 | +100.0% | 0.02% | – |
| NEE | Sell | NEXTERA ENERGY INC | $33,000 | -10.8% | 442 | -7.9% | 0.02% | -10.0% |
| WMT | Sell | WALMART INC | $34,000 | -26.1% | 251 | -21.8% | 0.02% | -28.0% |
| AVY | Sell | AVERY DENNISON CORP | $34,000 | +9.7% | 183 | -7.1% | 0.02% | +5.9% |
| AON | AON PLC | $32,000 | +10.3% | 138 | 0.0% | 0.02% | +6.2% | |
| FGD | Sell | FIRST TR EXCHANGE TRADED FDdj glbl divid | $31,000 | -11.4% | 1,221 | -22.6% | 0.02% | -10.5% |
| ES | Buy | EVERSOURCE ENERGY | $32,000 | 0.0% | 371 | +0.5% | 0.02% | -5.6% |
| AVIG | New | AMERICAN CENTY ETF TRavantis core fi | $31,000 | – | 646 | +100.0% | 0.02% | – |
| WDIV | Sell | SPDR INDEX SHS FDSs&p glbdiv etf | $29,000 | -14.7% | 442 | -21.8% | 0.02% | -15.8% |
| XLK | SELECT SECTOR SPDR TRtechnology | $29,000 | +3.6% | 218 | 0.0% | 0.02% | +6.7% | |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $30,000 | 0.0% | 214 | +0.5% | 0.02% | 0.0% |
| OKTA | Buy | OKTA INCcl a | $29,000 | +480.0% | 132 | +633.3% | 0.02% | +433.3% |
| FSKR | Buy | FS KKR CAP CORP II | $30,000 | +25.0% | 1,515 | +1.4% | 0.02% | +23.1% |
| KDP | Sell | KEURIG DR PEPPER INC | $29,000 | 0.0% | 851 | -6.3% | 0.02% | 0.0% |
| MGC | New | VANGUARD WORLD FDmega cap index | $27,000 | – | 189 | +100.0% | 0.02% | – |
| TWLO | Buy | TWILIO INCcl a | $28,000 | +600.0% | 82 | +645.5% | 0.02% | +650.0% |
| WDAY | Buy | WORKDAY INCcl a | $28,000 | +600.0% | 112 | +558.8% | 0.02% | +650.0% |
| COUP | Buy | COUPA SOFTWARE INC | $27,000 | +440.0% | 105 | +650.0% | 0.02% | +400.0% |
| DE | New | DEERE &CO | $28,000 | – | 74 | +100.0% | 0.02% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $26,000 | – | 79 | +100.0% | 0.01% | – |
| SHV | Buy | ISHARES TRshort treas bd | $26,000 | +225.0% | 236 | +247.1% | 0.01% | +250.0% |
| SPMB | Buy | SPDR SER TRportfli mortgage | $26,000 | +4.0% | 1,015 | +6.8% | 0.01% | 0.0% |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $25,000 | +13.6% | 734 | 0.0% | 0.01% | +16.7% | |
| ATVI | ACTIVISION BLIZZARD INC | $25,000 | 0.0% | 273 | 0.0% | 0.01% | 0.0% | |
| CRY | CRYOLIFE INC | $23,000 | -4.2% | 1,000 | 0.0% | 0.01% | 0.0% | |
| CMBS | Sell | ISHARES TRcmbs etf | $24,000 | -4.0% | 450 | -0.9% | 0.01% | -7.1% |
| DFS | Buy | DISCOVER FINL SVCS | $24,000 | +33.3% | 257 | +27.2% | 0.01% | +30.0% |
| OEF | New | ISHARES TRs&p 100 etf | $24,000 | – | 131 | +100.0% | 0.01% | – |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $24,000 | -17.2% | 239 | -25.1% | 0.01% | -18.8% |
| AXP | Sell | AMERICAN EXPRESS CO | $24,000 | +4.3% | 167 | -11.2% | 0.01% | 0.0% |
| ANGL | Sell | VANECK VECTORS ETF TRfallen angel hg | $24,000 | -22.6% | 737 | -22.8% | 0.01% | -23.5% |
| MKTX | New | MARKETAXESS HLDGS INC | $24,000 | – | 48 | +100.0% | 0.01% | – |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $24,000 | +4.3% | 144 | 0.0% | 0.01% | 0.0% | |
| DIV | Sell | GLOBAL X FDSglobx supdv us | $23,000 | -14.8% | 1,200 | -25.9% | 0.01% | -13.3% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $22,000 | +1000.0% | 92 | +1050.0% | 0.01% | +1100.0% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $21,000 | 0.0% | 182 | 0.0% | 0.01% | 0.0% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $21,000 | +10.5% | 86 | +1.2% | 0.01% | +10.0% |
| NOW | New | SERVICENOW INC | $21,000 | – | 41 | +100.0% | 0.01% | – |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $21,000 | +16.7% | 615 | +14.1% | 0.01% | +10.0% |
| PLD | Buy | PROLOGIS INC. | $21,000 | +5.0% | 202 | +1.0% | 0.01% | 0.0% |
| KHC | Buy | KRAFT HEINZ CO | $18,000 | +28.6% | 455 | +12.6% | 0.01% | +25.0% |
| MSCI | Buy | MSCI INC | $18,000 | +500.0% | 44 | +528.6% | 0.01% | +400.0% |
| AOK | Buy | ISHARES TRconser alloc etf | $18,000 | 0.0% | 460 | +0.2% | 0.01% | 0.0% |
| TEAM | New | ATLASSIAN CORP PLCcl a | $19,000 | – | 92 | +100.0% | 0.01% | – |
| EDIV | Sell | SPDR INDEX SHS FDSs&p em mkt div | $19,000 | -20.8% | 643 | -27.0% | 0.01% | -23.1% |
| WMB | WILLIAMS COS INC | $17,000 | +21.4% | 706 | 0.0% | 0.01% | +12.5% | |
| ORCL | New | ORACLE CORP | $16,000 | – | 222 | +100.0% | 0.01% | – |
| U | New | UNITY SOFTWARE INC | $17,000 | – | 170 | +100.0% | 0.01% | – |
| COP | CONOCOPHILLIPS | $16,000 | +33.3% | 298 | 0.0% | 0.01% | +28.6% | |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $17,000 | -73.8% | 140 | -74.8% | 0.01% | -75.0% |
| FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $15,000 | +7.1% | 243 | -5.8% | 0.01% | 0.0% |
| LUV | Sell | SOUTHWEST AIRLS CO | $14,000 | +16.7% | 223 | -14.2% | 0.01% | +14.3% |
| WFIG | WISDOMTREE TRus corp bond fd | $13,000 | -7.1% | 245 | 0.0% | 0.01% | -12.5% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $12,000 | -73.3% | 26 | -73.2% | 0.01% | -72.0% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $13,000 | +8.3% | 130 | 0.0% | 0.01% | 0.0% | |
| WFHY | Sell | WISDOMTREE TRus hgh yld corp | $13,000 | -75.5% | 241 | -76.3% | 0.01% | -75.9% |
| JNJ | Buy | JOHNSON &JOHNSON | $13,000 | +8.3% | 77 | +1.3% | 0.01% | 0.0% |
| GLPI | New | GAMING &LEISURE PPTYS INC | $13,000 | – | 317 | +100.0% | 0.01% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $12,000 | – | 120 | +100.0% | 0.01% | – |
| CVNA | New | CARVANA COcl a | $11,000 | – | 43 | +100.0% | 0.01% | – |
| SHW | SHERWIN WILLIAMS CO | $11,000 | 0.0% | 15 | 0.0% | 0.01% | 0.0% | |
| FEM | Buy | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $11,000 | +10.0% | 427 | +10.1% | 0.01% | +20.0% |
| ACN | ACCENTURE PLC IRELAND | $10,000 | +11.1% | 35 | 0.0% | 0.01% | 0.0% | |
| EMR | Buy | EMERSON ELEC CO | $9,000 | +12.5% | 105 | +1.0% | 0.01% | +25.0% |
| FEP | Buy | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $9,000 | +12.5% | 218 | +2.3% | 0.01% | +25.0% |
| MCD | MCDONALDS CORP | $10,000 | 0.0% | 46 | 0.0% | 0.01% | 0.0% | |
| OKE | Sell | ONEOK INC NEW | $9,000 | +28.6% | 170 | -4.0% | 0.01% | +25.0% |
| PRU | Sell | PRUDENTIAL FINL INC | $9,000 | -18.2% | 94 | -33.3% | 0.01% | -16.7% |
| XLE | SELECT SECTOR SPDR TRenergy | $9,000 | +28.6% | 184 | 0.0% | 0.01% | +25.0% | |
| IGF | New | ISHARES TRglb infrastr etf | $7,000 | – | 150 | +100.0% | 0.00% | – |
| FAAR | Buy | FIRST TR EXCHANGE TRAD FD VIalt abslt strg | $8,000 | +33.3% | 260 | +12.6% | 0.00% | +33.3% |
| VIAC | VIACOMCBS INCcl b | $8,000 | +14.3% | 185 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $8,000 | +14.3% | 136 | 0.0% | 0.00% | 0.0% | |
| AVGO | BROADCOM INC | $7,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $7,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% | |
| IVZ | INVESCO LTD | $7,000 | +40.0% | 271 | 0.0% | 0.00% | +33.3% | |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $8,000 | 0.0% | 79 | -3.7% | 0.00% | 0.0% |
| RBC | Sell | REGAL BELOIT CORP | $8,000 | -11.1% | 55 | -24.7% | 0.00% | -20.0% |
| VLO | VALERO ENERGY CORP | $8,000 | +14.3% | 117 | 0.0% | 0.00% | 0.0% | |
| HASI | Sell | HANNON ARMSTRONG SUST INFR C | $7,000 | -30.0% | 129 | -19.9% | 0.00% | -20.0% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $8,000 | +14.3% | 16 | 0.0% | 0.00% | 0.0% | |
| ZTS | Buy | ZOETIS INCcl a | $8,000 | +60.0% | 52 | +79.3% | 0.00% | +33.3% |
| KEY | KEYCORP | $8,000 | +14.3% | 404 | 0.0% | 0.00% | 0.0% | |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $7,000 | -88.3% | 45 | -87.8% | 0.00% | -87.9% |
| NVST | New | ENVISTA HOLDINGS CORPORATION | $8,000 | – | 192 | +100.0% | 0.00% | – |
| SRE | Buy | SEMPRA ENERGY | $7,000 | 0.0% | 55 | +7.8% | 0.00% | 0.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $7,000 | +16.7% | 22 | +4.8% | 0.00% | +33.3% |
| WU | WESTERN UN CO | $7,000 | +16.7% | 277 | 0.0% | 0.00% | +33.3% | |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $8,000 | -27.3% | 117 | -29.5% | 0.00% | -33.3% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $7,000 | -36.4% | 30 | -41.2% | 0.00% | -33.3% |
| FXD | New | FIRST TR EXCHANGE TRADED FDconsumr discre | $7,000 | – | 125 | +100.0% | 0.00% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC | $7,000 | – | 519 | +100.0% | 0.00% | – |
| QCOM | Sell | QUALCOMM INC | $7,000 | -30.0% | 50 | -23.1% | 0.00% | -20.0% |
| GWW | Sell | GRAINGER W W INC | $6,000 | -25.0% | 14 | -30.0% | 0.00% | -25.0% |
| ETR | ENTERGY CORP NEW | $5,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| GRMN | GARMIN LTD | $5,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| PAYX | PAYCHEX INC | $5,000 | +25.0% | 46 | 0.0% | 0.00% | +50.0% | |
| ALK | New | ALASKA AIR GROUP INC | $5,000 | – | 79 | +100.0% | 0.00% | – |
| CINF | CINCINNATI FINL CORP | $5,000 | +25.0% | 49 | 0.0% | 0.00% | +50.0% | |
| STX | SEAGATE TECHNOLOGY PLC | $6,000 | +20.0% | 78 | 0.0% | 0.00% | 0.0% | |
| FNX | New | FIRST TR MID CAP CORE ALPHAD | $5,000 | – | 50 | +100.0% | 0.00% | – |
| FDT | Sell | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $6,000 | +20.0% | 94 | -1.1% | 0.00% | 0.0% |
| FE | FIRSTENERGY CORP | $6,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
| TSCO | Sell | TRACTOR SUPPLY CO | $6,000 | -14.3% | 33 | -35.3% | 0.00% | -25.0% |
| LMT | Sell | LOCKHEED MARTIN CORP | $6,000 | -79.3% | 15 | -81.7% | 0.00% | -81.2% |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $6,000 | +20.0% | 114 | +15.2% | 0.00% | 0.0% |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $5,000 | – | 101 | +100.0% | 0.00% | – |
| FMF | Buy | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $6,000 | +20.0% | 121 | +12.0% | 0.00% | 0.0% |
| LEG | LEGGETT &PLATT INC | $5,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
| ETN | Sell | EATON CORP PLC | $6,000 | -90.8% | 40 | -92.6% | 0.00% | -91.7% |
| ADP | AUTOMATIC DATA PROCESSING IN | $5,000 | +25.0% | 25 | 0.0% | 0.00% | +50.0% | |
| BA | BOEING CO | $5,000 | +25.0% | 18 | 0.0% | 0.00% | +50.0% | |
| IEFA | ISHARES TRcore msci eafe | $5,000 | +25.0% | 63 | 0.0% | 0.00% | +50.0% | |
| CF | Sell | CF INDS HLDGS INC | $6,000 | +20.0% | 133 | -3.6% | 0.00% | 0.0% |
| WRK | WESTROCK CO | $6,000 | +20.0% | 114 | 0.0% | 0.00% | 0.0% | |
| VLUE | ISHARES TRmsci usa value | $5,000 | +25.0% | 45 | 0.0% | 0.00% | +50.0% | |
| CAT | Buy | CATERPILLAR INC | $5,000 | +25.0% | 22 | +4.8% | 0.00% | +50.0% |
| CNP | Buy | CENTERPOINT ENERGY INC | $6,000 | 0.0% | 272 | +4.6% | 0.00% | 0.0% |
| VB | VANGUARD INDEX FDSsmall cp etf | $6,000 | +20.0% | 27 | 0.0% | 0.00% | 0.0% | |
| HP | HELMERICH &PAYNE INC | $5,000 | +25.0% | 173 | 0.0% | 0.00% | +50.0% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $5,000 | +400.0% | 17 | +325.0% | 0.00% | +200.0% |
| DAR | New | DARLING INGREDIENTS INC | $5,000 | – | 74 | +100.0% | 0.00% | – |
| EXC | EXELON CORP | $4,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% | |
| OGE | OGE ENERGY CORP | $4,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
| MU | Sell | MICRON TECHNOLOGY INC | $3,000 | +50.0% | 29 | -9.4% | 0.00% | +100.0% |
| PNW | PINNACLE WEST CAP CORP | $4,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| PG | PROCTER AND GAMBLE CO | $4,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| INTC | Buy | INTEL CORP | $4,000 | +33.3% | 69 | +1.5% | 0.00% | 0.0% |
| HON | HONEYWELL INTL INC | $3,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| GPC | GENUINE PARTS CO | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| GE | Buy | GENERAL ELECTRIC CO | $4,000 | +33.3% | 270 | +0.4% | 0.00% | 0.0% |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $4,000 | +33.3% | 92 | 0.0% | 0.00% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| SYF | SYNCHRONY FINANCIAL | $4,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
| FTXO | Sell | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $3,000 | +50.0% | 92 | -12.4% | 0.00% | +100.0% |
| FPXI | Buy | FIRST TR EXCHANGE TRADED FDintl equity opp | $4,000 | 0.0% | 58 | +11.5% | 0.00% | 0.0% |
| UPS | UNITED PARCEL SERVICE INCcl b | $4,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $4,000 | +33.3% | 77 | +26.2% | 0.00% | 0.0% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $4,000 | 0.0% | 30 | -3.2% | 0.00% | 0.0% |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $3,000 | -25.0% | 17 | -29.2% | 0.00% | 0.0% |
| FPX | Sell | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $3,000 | -99.9% | 25 | -99.9% | 0.00% | -99.8% |
| ONEQ | Sell | FIDELITY COMWLTH TR | $3,000 | -99.9% | 5 | -99.9% | 0.00% | -99.9% |
| EQR | EQUITY RESIDENTIALsh ben int | $3,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| EIX | EDISON INTL | $4,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| DTE | DTE ENERGY CO | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| CMS | CMS ENERGY CORP | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $4,000 | +33.3% | 64 | 0.0% | 0.00% | 0.0% | |
| AMAT | APPLIED MATLS INC | $4,000 | +33.3% | 30 | 0.0% | 0.00% | 0.0% | |
| LNT | ALLIANT ENERGY CORP | $4,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| ARE | Sell | ALEXANDRIA REAL ESTATE EQ IN | $3,000 | -76.9% | 19 | -74.3% | 0.00% | -71.4% |
| TT | TRANE TECHNOLOGIES PLC | $3,000 | +50.0% | 15 | 0.0% | 0.00% | +100.0% | |
| PKG | Sell | PACKAGING CORP AMER | $4,000 | -87.1% | 31 | -86.4% | 0.00% | -88.2% |
| QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $1,000 | 0.0% | 9 | +28.6% | 0.00% | 0.0% |
| MLPA | GLOBAL X FDSglbl x mlp etf | $1,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| FNF | FIDELITY NATIONAL FINANCIAL | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,000 | -100.0% | 2 | -100.0% | 0.00% | -99.9% |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $1,000 | -98.3% | 13 | -98.6% | 0.00% | -97.0% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $1,000 | -97.8% | 11 | -98.4% | 0.00% | -96.0% |
| HAL | HALLIBURTON CO | $1,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| C | CITIGROUP INC | $1,000 | – | 8 | 0.0% | 0.00% | – | |
| IQV | IQVIA HLDGS INC | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| VTRS | Buy | VIATRIS INC | $1,000 | – | 44 | +214.3% | 0.00% | – |
| IMCG | Sell | ISHARES TRmrgstr md cp grw | $1,000 | -100.0% | 2 | -100.0% | 0.00% | -99.9% |
| CARR | CARRIER GLOBAL CORPORATION | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| RDSB | ROYAL DUTCH SHELL PLCspon adr b | $2,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| DXJ | WISDOMTREE TRjapn hedge eqt | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| RDNT | RADNET INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BKI | BLACK KNIGHT INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| BDX | BECTON DICKINSON &CO | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| YUM | YUM BRANDS INC | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| AA | ALCOA CORP | $1,000 | – | 18 | 0.0% | 0.00% | – | |
| KTOS | New | KRATOS DEFENSE &SEC SOLUTIO | $1,000 | – | 33 | +100.0% | 0.00% | – |
| TROW | PRICE T ROWE GROUP INC | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC | $2,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| PKI | PERKINELMER INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| CB | CHUBB LIMITED | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| NWE | New | NORTHWESTERN CORP | $1,000 | – | 20 | +100.0% | 0.00% | – |
| PBCT | PEOPLES UNITED FINANCIAL INC | $1,000 | – | 28 | 0.0% | 0.00% | – | |
| FDIV | FIRST TR EXCHANGE-TRADED FDft strg incm etf | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| FTSM | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| TXT | TEXTRON INC | $1,000 | – | 9 | 0.0% | 0.00% | – | |
| LGOV | FIRST TR EXCHANGE-TRADED FDlng dur oprtun | $2,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS INC NEW | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORPORATION | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $2,000 | 0.0% | 317 | +20.5% | 0.00% | 0.0% |
| F | FORD MTR CO DEL | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| GD | Buy | GENERAL DYNAMICS CORP | $2,000 | 0.0% | 12 | +20.0% | 0.00% | 0.0% |
| GPN | GLOBAL PMTS INC | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| VIG | New | VANGUARD INDEX FDSgrowth etf | $1,000 | – | 6 | +100.0% | 0.00% | – |
| ADI | ANALOG DEVICES INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| FNY | Sell | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $0 | -100.0% | 2 | -96.5% | 0.00% | -100.0% |
| TTOO | New | T2 BIOSYSTEMS INC | $0 | – | 132 | +100.0% | 0.00% | – |
| APD | Sell | AIR PRODS &CHEMS INC | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -2 | -100.0% | 0.00% | – |
| JPHY | Exit | J P MORGAN EXCHANGE-TRADED Fhigh yld resrch | $0 | – | -6 | -100.0% | 0.00% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -2 | -100.0% | 0.00% | – |
| DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -4 | -100.0% | 0.00% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | 4 | +100.0% | 0.00% | – |
| GLW | New | CORNING INC | $0 | – | 0 | +100.0% | 0.00% | – |
| INKM | Buy | SSGA ACTIVE ETF TR | $0 | – | 11 | +10.0% | 0.00% | – |
| DJD | Sell | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
| AGZ | New | ISHARES TRagency bond etf | $0 | – | 1 | +100.0% | 0.00% | – |
| IGIB | Sell | ISHARES TR | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| IWL | ISHARES TRrus top 200 etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| CNNE | CANNAE HLDGS INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| LDUR | Exit | PIMCO ETF TRenhncd lw dur ac | $0 | – | -3 | -100.0% | 0.00% | – |
| JAX | J ALEXANDERS HLDGS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| AAL | AMERICAN AIRLS GROUP INC | $0 | – | 9 | 0.0% | 0.00% | – | |
| WORK | Exit | SLACK TECHNOLOGIES INC | $0 | – | -50 | -100.0% | -0.00% | – |
| SWBI | Exit | SMITH &WESSON BRANDS INC | $0 | – | -35 | -100.0% | -0.00% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -8 | -100.0% | -0.00% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -4 | -100.0% | -0.00% | – |
| EEMV | Exit | ISHARES INCmsci emerg mrkt | $0 | – | -18 | -100.0% | -0.00% | – |
| HYLV | Exit | INDEXIQ ETF TRiq s&p hgh yld | $0 | – | -44 | -100.0% | -0.00% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -12 | -100.0% | -0.00% | – |
| KL | Exit | KIRKLAND LAKE GOLD LTD | $0 | – | -50 | -100.0% | -0.00% | – |
| XMMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $0 | – | -21 | -100.0% | -0.00% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -10 | -100.0% | -0.00% | – |
| RGR | Exit | STURM RUGER &CO INC | $0 | – | -20 | -100.0% | -0.00% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -39 | -100.0% | -0.00% | – |
| NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -24 | -100.0% | -0.00% | – |
| HYS | Exit | PIMCO ETF TR0-5 high yield | $0 | – | -9 | -100.0% | -0.00% | – |
| TWOU | Exit | 2U INC | $0 | – | -25 | -100.0% | -0.00% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -13 | -100.0% | -0.00% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -5 | -100.0% | -0.00% | – |
| PDP | Exit | INVESCO EXCHANGE TRADED FD Tdwa momentum | $0 | – | -40 | -100.0% | -0.00% | – |
| MSM | Exit | MSC INDL DIRECT INCcl a | $0 | – | -50 | -100.0% | -0.00% | – |
| VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -20 | -100.0% | -0.00% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -20 | -100.0% | -0.00% | – |
| HRC | Exit | HILL ROM HLDGS INC | $0 | – | -36 | -100.0% | -0.00% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -300 | -100.0% | -0.00% | – |
| KNSL | Exit | KINSALE CAP GROUP INC | $0 | – | -25 | -100.0% | -0.00% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -54 | -100.0% | -0.00% | – |
| APO | Exit | APOLLO GLOBAL MGMT INC | $0 | – | -97 | -100.0% | -0.00% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -20 | -100.0% | -0.00% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -15 | -100.0% | -0.00% | – |
| LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -519 | -100.0% | -0.00% | – |
| EDV | Exit | VANGUARD WORLD FDextended dur | $0 | – | -61 | -100.0% | -0.01% | – |
| AZO | Exit | AUTOZONE INC | $0 | – | -22 | -100.0% | -0.01% | – |
| LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -278 | -100.0% | -0.02% | – |
| STE | Exit | STERIS PLC | $0 | – | -168 | -100.0% | -0.02% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -123 | -100.0% | -0.02% | – |
| ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -470 | -100.0% | -0.02% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -4,132 | -100.0% | -0.07% | – |
| SGOL | Exit | ABERDEEN STD GOLD ETF TR | $0 | – | -15,718 | -100.0% | -0.16% | – |
| FLRN | Exit | SPDR SER TRblomberg brc inv | $0 | – | -9,384 | -100.0% | -0.16% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -8,787 | -100.0% | -0.57% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- AE Wealth Management LLC #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 14 | Q3 2023 | 3.6% |
| APPLE INC | 14 | Q3 2023 | 2.9% |
| HOME DEPOT INC | 14 | Q3 2023 | 0.7% |
| PFIZER INC | 14 | Q3 2023 | 0.3% |
| LAM RESEARCH CORP | 14 | Q3 2023 | 0.4% |
| ISHARES TRUST 20 YR TR BD ETF | 13 | Q4 2022 | 43.5% |
| ISHARES TRUST CORE S&P500 ETF | 13 | Q4 2022 | 14.0% |
| VANGUARD S&P 500 ETF SHS | 13 | Q4 2022 | 5.7% |
| ISHARES TRUST RUSSELL 2000 ETF | 13 | Q4 2022 | 5.0% |
| ISHARES TR | 13 | Q4 2022 | 3.4% |
View Lloyd Advisory Services, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-10-21 |
| 13F-HR | 2021-08-09 |
View Lloyd Advisory Services, 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.