Lloyd Advisory Services, LLC. - Q4 2021 holdings

$217 Million is the total value of Lloyd Advisory Services, LLC.'s 447 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 29.9% .

 Value Shares↓ Weighting
SPLG BuySPDR SER TRportfolio s&p500$34,318,000
+12.0%
614,688
+1.2%
15.82%
+0.4%
IVV SellISHARES TRcore s&p500 etf$22,125,000
+9.8%
46,385
-0.8%
10.20%
-1.6%
AZBJ BuyAIM ETF PRODUCTS TRUSTus lrg cp bufr20$16,823,000
+1.5%
632,210
+0.2%
7.76%
-9.0%
VOO SellVANGUARD INDEX FDS$9,002,000
+9.2%
20,620
-1.4%
4.15%
-2.2%
JPST SellJ P MORGAN EXCHANGE-TRADED Fultra shrt inc$8,728,000
-0.8%
172,909
-0.3%
4.02%
-11.1%
NewAIM ETF PRODUCTS TRUSTallianzim us lrg$6,015,000230,793
+100.0%
2.77%
VIXM SellPROSHARES TR IIvix mdtrm futr n$5,953,000
-5.6%
194,737
-0.2%
2.74%
-15.4%
GLD BuySPDR GOLD TR$5,445,000
+4.6%
31,851
+0.4%
2.51%
-6.3%
AZAJ SellAIM ETF PRODUCTS TRUSTus lrg cp bufr10$5,339,000
-49.2%
189,244
-50.7%
2.46%
-54.5%
AZAL SellAIM ETF PRODUCTS TRUSTus lrg cap buf10$4,787,000
+5.0%
163,234
-0.3%
2.21%
-5.9%
IEI BuyISHARES TR3 7 yr treas bd$4,580,0000.0%35,591
+1.1%
2.11%
-10.4%
XSLV BuyINVESCO EXCH TRADED FD TR IIs&p smlcp low$4,440,000
+15210.3%
85,245
+13851.7%
2.05%
+13546.7%
FNDX BuySCHWAB STRATEGIC TRschwab fdt us lg$4,285,000
+8.7%
73,107
+0.0%
1.98%
-2.6%
USMV BuyISHARES TRmsci usa min vol$4,129,000
+1735.1%
51,038
+1564.6%
1.90%
+1540.5%
TAIL BuyCAMBRIA ETF TRtail risk$3,804,000
-0.9%
212,996
+4.1%
1.75%
-11.2%
DGRW BuyWISDOMTREE TRus qtly div grt$3,667,000
+15179.2%
55,675
+13579.4%
1.69%
+13983.3%
FTCS BuyFIRST TR EXCHANGE-TRADED FDcap strength etf$3,665,000
+40622.2%
43,345
+36324.4%
1.69%
+33680.0%
VTI BuyVANGUARD INDEX FDStotal stk mkt$3,550,000
+9.8%
14,704
+1.0%
1.64%
-1.7%
VIG BuyVANGUARD SPECIALIZED FUNDSdiv app etf$3,544,000
+12557.1%
20,637
+11055.1%
1.63%
+11571.4%
VUG BuyVANGUARD INDEX FDSgrowth etf$3,504,000
+817.3%
10,918
+729.0%
1.62%
+724.0%
AZBA BuyAIM ETF PRODUCTS TRUSTus lrg cp buf20$3,313,000
+2.1%
122,516
+0.1%
1.53%
-8.5%
BSV BuyVANGUARD BD INDEX FDSshort trm bond$2,767,000
-0.4%
34,237
+1.0%
1.28%
-10.7%
SLQD BuyISHARES TR0-5yr invt gr cp$2,692,000
-0.6%
52,725
+0.6%
1.24%
-10.9%
RSP BuyINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$2,498,000
+8.9%
15,346
+0.2%
1.15%
-2.5%
IWM BuyISHARES TRrussell 2000 etf$2,272,000
+784.0%
10,215
+770.1%
1.05%
+693.2%
NewBELPOINTE PREP LLCunit rp ltd lb a$1,717,00017,158
+100.0%
0.79%
IWY BuyISHARES TRrus tp200 gr etf$1,550,000
+32.6%
8,944
+16.8%
0.71%
+18.8%
VEA BuyVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$1,479,000
+2.0%
28,971
+0.9%
0.68%
-8.6%
BND BuyVANGUARD BD INDEX FDStotal bnd mrkt$1,417,000
-0.1%
16,723
+0.7%
0.65%
-10.5%
SCZ BuyISHARES TReafe sml cp etf$1,143,000
-0.4%
15,639
+1.4%
0.53%
-10.8%
QUAL BuyISHARES TRmsci usa qlt fct$890,000
+378.5%
6,117
+332.9%
0.41%
+327.1%
VIXY BuyPROSHARES TR IIvix sh trm futrs$888,000
-30.4%
58,566
+4.7%
0.41%
-37.7%
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$844,000
-0.9%
17,055
+0.1%
0.39%
-11.2%
VGIT BuyVANGUARD SCOTTSDALE FDSinter term treas$836,000
+151.8%
12,571
+155.4%
0.38%
+125.1%
SCHX BuySCHWAB STRATEGIC TRus lrg cap etf$765,000
+10.2%
6,719
+0.7%
0.35%
-1.1%
DGRO BuyISHARES TRcore div grwth$722,000
+2788.0%
12,986
+2461.3%
0.33%
+2461.5%
MGK NewVANGUARD WORLD FDmega grwth ind$717,0002,751
+100.0%
0.33%
USIG BuyISHARES TRusd inv grde etf$652,000
-0.3%
10,919
+0.3%
0.30%
-10.4%
IWX SellISHARES TRrus tp200 vl etf$647,000
+4.9%
9,231
-1.8%
0.30%
-6.0%
VMBS BuyVANGUARD SCOTTSDALE FDSmtg-bkd secs etf$645,000
+0.5%
12,207
+1.4%
0.30%
-10.0%
MBB NewISHARES TRmbs etf$621,0005,777
+100.0%
0.29%
ESGU BuyISHARES TResg awr msci usa$608,000
+1047.2%
5,635
+945.5%
0.28%
+937.0%
MSFT BuyMICROSOFT CORP$595,000
+27.1%
1,770
+6.6%
0.27%
+13.7%
SPTM BuySPDR SER TRportfoli s&p1500$594,000
+22.5%
10,160
+10.9%
0.27%
+10.0%
HD BuyHOME DEPOT INC$556,000
+26.4%
1,340
+0.1%
0.26%
+13.3%
SPYG SellSPDR SER TRprtflo s&p500 gw$551,000
-34.4%
7,607
-42.0%
0.25%
-41.2%
EFG BuyISHARES TReafe grwth etf$515,000
+97.3%
4,670
+90.6%
0.24%
+76.9%
IEF BuyISHARES TRbarclays 7 10 yr$441,000
+14600.0%
3,834
+14646.2%
0.20%
+10050.0%
SPYV BuySPDR SER TRprtflo s&p500 vl$439,000
+12.9%
10,463
+4.9%
0.20%
+1.0%
IVOL BuyKRANESHARES TRquadrtc int rt$376,000
+3.3%
13,998
+7.2%
0.17%
-7.5%
RYT SellINVESCO EXCHANGE TRADED FD Ts&p500 eql tec$370,000
-27.7%
1,143
-35.7%
0.17%
-35.0%
VZ BuyVERIZON COMMUNICATIONS INC$367,000
+12.9%
7,061
+17.5%
0.17%
+1.2%
ABBV BuyABBVIE INC$359,000
+26.4%
2,651
+0.5%
0.16%
+13.0%
IWS BuyISHARES TRrus mdcp val etf$359,000
+9.1%
2,934
+0.9%
0.16%
-2.4%
SPGI BuyS&P GLOBAL INC$349,000
+34.2%
739
+20.9%
0.16%
+20.1%
VGSH BuyVANGUARD SCOTTSDALE FDSshort term treas$336,000
+9.1%
5,525
+10.3%
0.16%
-1.9%
TLT SellISHARES TR20 yr tr bd etf$317,000
-13.2%
2,142
-15.4%
0.15%
-22.3%
CVX BuyCHEVRON CORP NEW$312,000
+17.3%
2,655
+1.3%
0.14%
+5.1%
DUK BuyDUKE ENERGY CORP NEW$307,000
+8.5%
2,927
+0.8%
0.14%
-2.7%
ITOT NewISHARES TRcore s&p ttl stk$307,0002,872
+100.0%
0.14%
MA BuyMASTERCARD INCORPORATEDcl a$305,000
+24.0%
849
+19.7%
0.14%
+11.0%
XOM BuyEXXON MOBIL CORP$296,000
+6.9%
4,834
+2.7%
0.14%
-4.2%
PM BuyPHILIP MORRIS INTL INC$280,000
+12.4%
2,947
+12.1%
0.13%
+0.8%
IWR BuyISHARES TRrus mid cap etf$278,000
+12.1%
3,345
+5.7%
0.13%0.0%
EFV BuyISHARES TReafe value etf$273,000
+0.7%
5,425
+1.8%
0.13%
-9.4%
IEMG BuyISHARES INCcore msci emkt$269,000
+0.7%
4,492
+3.7%
0.12%
-9.5%
SCHF BuySCHWAB STRATEGIC TRintl eqty etf$267,000
+790.0%
6,874
+775.7%
0.12%
+720.0%
LGLV BuySPDR SER TRssga us lrg etf$256,000
+29.9%
1,700
+15.2%
0.12%
+16.8%
BTI BuyBRITISH AMERN TOB PLCsponsored adr$255,000
+17.0%
6,821
+10.2%
0.12%
+5.4%
MRK SellMERCK &CO INC$250,000
-7.1%
3,266
-8.9%
0.12%
-16.7%
T BuyAT&T INC$243,000
-6.2%
9,884
+2.9%
0.11%
-15.8%
CCI BuyCROWN CASTLE INTL CORP NEW$235,000
+111.7%
1,127
+75.5%
0.11%
+89.5%
GILD SellGILEAD SCIENCES INC$225,000
+3.2%
3,096
-0.6%
0.10%
-7.1%
IDXX BuyIDEXX LABS INC$221,000
+30.8%
336
+24.0%
0.10%
+17.2%
VNQ BuyVANGUARD INDEX FDSreal estate etf$222,000
+344.0%
1,918
+293.8%
0.10%
+292.3%
CSGP BuyCOSTAR GROUP INC$218,000
+14.1%
2,755
+23.9%
0.10%
+2.0%
HEIA BuyHEICO CORP NEWcl a$217,000
+34.8%
1,689
+24.1%
0.10%
+20.5%
BCE SellBCE INC$211,000
+2.9%
4,048
-1.1%
0.10%
-7.6%
SHYG BuyISHARES TR0-5yr hi yl cp$210,000
-0.5%
4,640
+0.6%
0.10%
-11.0%
SO BuySOUTHERN CO$208,000
+11.2%
3,026
+0.5%
0.10%0.0%
MMM Buy3M CO$204,000
+10.3%
1,149
+8.7%
0.09%
-1.1%
ODFL BuyOLD DOMINION FREIGHT LINE IN$205,000
+35.8%
573
+8.5%
0.09%
+20.5%
FVD BuyFIRST TR VALUE LINE DIVID IN$201,000
+29.7%
4,678
+18.7%
0.09%
+16.2%
ENB BuyENBRIDGE INC$202,000
-1.5%
5,172
+0.5%
0.09%
-11.4%
UL BuyUNILEVER PLCspon adr new$200,000
-0.5%
3,721
+0.4%
0.09%
-10.7%
DON BuyWISDOMTREE TRus midcap divid$200,000
+14.9%
4,520
+8.0%
0.09%
+2.2%
USB BuyUS BANCORP DEL$198,000
+66.4%
3,522
+75.3%
0.09%
+49.2%
MDYG SellSPDR SER TRs&p 400 mdcp grw$195,000
+7.1%
2,397
-0.5%
0.09%
-4.3%
MTUM SellISHARES TRmsci usa mmentm$194,000
-94.9%
1,068
-95.1%
0.09%
-95.5%
BIL BuySPDR SER TRbloomberg 1-3 mo$193,000
+12.9%
2,111
+12.6%
0.09%
+1.1%
AMZN BuyAMAZON COM INC$193,000
+27.8%
58
+26.1%
0.09%
+14.1%
FTSL BuyFIRST TR EXCHANGE-TRADED FDsenior ln fd$188,000
+1.1%
3,920
+1.0%
0.09%
-9.4%
VTWO BuyVANGUARD SCOTTSDALE FDSvng rus2000idx$189,000
+1.6%
2,106
+0.3%
0.09%
-9.4%
MCO BuyMOODYS CORP$184,000
+17.9%
471
+7.5%
0.08%
+6.2%
FIXD BuyFIRST TR EXCHNG TRADED FD VItcw opportunis$182,000
+12.3%
3,417
+13.2%
0.08%
+1.2%
AEP BuyAMERICAN ELEC PWR CO INC$180,000
+11.8%
2,019
+1.6%
0.08%0.0%
V BuyVISA INC$178,000
+10.6%
822
+14.0%
0.08%
-1.2%
PFE SellPFIZER INC$178,000
+10.6%
3,022
-19.4%
0.08%
-1.2%
D BuyDOMINION ENERGY INC$176,000
+10.7%
2,239
+2.6%
0.08%
-1.2%
ILTB BuyISHARES TRcore lt usdb etf$176,000
+15.8%
2,440
+14.7%
0.08%
+3.8%
CWST BuyCASELLA WASTE SYS INCcl a$174,000
+38.1%
2,042
+22.6%
0.08%
+23.1%
GOOG SellALPHABET INCcap stk cl c$174,000
+0.6%
60
-7.7%
0.08%
-10.1%
NGG SellNATIONAL GRID PLCsponsored adr ne$171,000
+20.4%
2,360
-1.1%
0.08%
+8.2%
HBAN BuyHUNTINGTON BANCSHARES INC$170,000
+1.8%
11,049
+2.1%
0.08%
-9.3%
EMXC NewISHARES INCmsci emrg chn$166,0002,746
+100.0%
0.08%
USTB NewVICTORY PORTFOLIOS II$168,0003,275
+100.0%
0.08%
SPMD NewSPDR SER TRportfolio s&p400$166,0003,345
+100.0%
0.08%
USFR SellWISDOMTREE TRfloatng rat trea$160,000
-88.5%
6,362
-88.6%
0.07%
-89.7%
CSCO SellCISCO SYS INC$159,000
-21.7%
2,504
-32.7%
0.07%
-29.8%
KMB BuyKIMBERLY-CLARK CORP$158,000
+29.5%
1,109
+20.8%
0.07%
+15.9%
VOD SellVODAFONE GROUP PLC NEWsponsored adr$147,000
-6.4%
9,879
-2.6%
0.07%
-16.0%
WMB BuyWILLIAMS COS INC$146,000
+23.7%
5,597
+22.5%
0.07%
+9.8%
SPSM BuySPDR SER TRportfolio s&p600$142,000
+787.5%
3,179
+743.2%
0.06%
+712.5%
TFC BuyTRUIST FINL CORP$142,000
+2.2%
2,429
+2.3%
0.06%
-8.5%
VGLT BuyVANGUARD SCOTTSDALE FDSlong term treas$142,000
+2.9%
1,591
+1.0%
0.06%
-8.5%
GIS BuyGENERAL MLS INC$136,000
+15.3%
2,022
+2.6%
0.06%
+3.3%
MO BuyALTRIA GROUP INC$137,000
+6.2%
2,888
+1.9%
0.06%
-4.5%
IWP SellISHARES TRrus md cp gr etf$135,000
-1.5%
1,174
-3.6%
0.06%
-11.4%
AAPL  APPLE INC$133,000
+25.5%
7470.0%0.06%
+10.9%
MDLZ BuyMONDELEZ INTL INCcl a$130,000
+14.0%
1,960
+0.4%
0.06%
+1.7%
LMBS SellFIRST TR EXCHANGE-TRADED FDfst low oppt eft$126,000
-52.3%
2,516
-51.7%
0.06%
-57.4%
BAC BuyBK OF AMERICA CORP$126,000
+200.0%
2,839
+189.7%
0.06%
+163.6%
AMGN BuyAMGEN INC$125,000
+42.0%
556
+34.0%
0.06%
+28.9%
EFX BuyEQUIFAX INC$125,000
+15.7%
426
+0.2%
0.06%
+3.6%
COMT BuyISHARES U S ETF TRgsci cmdty stgy$123,000
+296.8%
3,982
+363.6%
0.06%
+256.2%
SLYG SellSPDR SER TRs&p 600 smcp grw$121,000
+2.5%
1,307
-3.5%
0.06%
-8.2%
AVUV BuyAMERICAN CENTY ETF TRus sml cp valu$119,000
+11.2%
1,498
+5.6%
0.06%0.0%
PPL BuyPPL CORP$120,000
+10.1%
3,985
+1.8%
0.06%
-1.8%
VEEV BuyVEEVA SYS INC$117,000
+8.3%
457
+21.9%
0.05%
-3.6%
QQQ SellINVESCO QQQ TRunit ser 1$115,000
-96.5%
290
-96.9%
0.05%
-96.9%
CM SellCANADIAN IMP BK COMM$112,000
-30.4%
961
-33.4%
0.05%
-37.3%
AGGY BuyWISDOMTREE TRyield enhancd us$109,000
+13.5%
2,101
+13.4%
0.05%
+2.0%
HDV SellISHARES TRcore high dv etf$105,000
-42.6%
1,039
-46.4%
0.05%
-48.9%
TEAM BuyATLASSIAN CORP PLCcl a$104,000
+20.9%
273
+24.1%
0.05%
+9.1%
TWLO BuyTWILIO INCcl a$104,000
+57.6%
394
+90.3%
0.05%
+41.2%
TRP SellTC ENERGY CORP$97,000
-4.9%
2,083
-1.7%
0.04%
-13.5%
KO SellCOCA COLA CO$96,000
-17.9%
1,614
-27.8%
0.04%
-26.7%
OKTA BuyOKTA INCcl a$93,000
+16.2%
417
+23.7%
0.04%
+4.9%
O BuyREALTY INCOME CORP$88,000
+11.4%
1,230
+0.7%
0.04%0.0%
WDAY BuyWORKDAY INCcl a$88,000
+31.3%
323
+21.0%
0.04%
+20.6%
BMY NewBRISTOL-MYERS SQUIBB CO$89,0001,434
+100.0%
0.04%
AOA BuyISHARES TRaggres alloc etf$89,000
+6.0%
1,218
+1.4%
0.04%
-4.7%
NUE BuyNUCOR CORP$89,000
+206.9%
783
+162.8%
0.04%
+173.3%
LNC NewLINCOLN NATL CORP IND$87,0001,280
+100.0%
0.04%
GOOGL  ALPHABET INCcap stk cl a$87,000
+8.8%
300.0%0.04%
-2.4%
MET NewMETLIFE INC$87,0001,391
+100.0%
0.04%
OKE BuyONEOK INC NEW$86,000
+207.1%
1,471
+201.4%
0.04%
+185.7%
SPTS BuySPDR SER TRportfolio sh tsr$86,000
+21.1%
2,840
+22.6%
0.04%
+8.1%
CMA NewCOMERICA INC$85,000979
+100.0%
0.04%
FITB NewFIFTH THIRD BANCORP$85,0001,951
+100.0%
0.04%
MS BuyMORGAN STANLEY$83,000
+62.7%
842
+60.1%
0.04%
+46.2%
IYE BuyISHARES TRu.s. energy etf$82,000
+1266.7%
2,724
+1143.8%
0.04%
+1166.7%
DE BuyDEERE &CO$81,000
+102.5%
237
+99.2%
0.04%
+76.2%
NOW BuySERVICENOW INC$81,000
+28.6%
125
+22.5%
0.04%
+15.6%
NEE BuyNEXTERA ENERGY INC$80,000
+150.0%
852
+111.9%
0.04%
+131.2%
MSCI BuyMSCI INC$81,000
+19.1%
132
+18.9%
0.04%
+5.7%
U BuyUNITY SOFTWARE INC$75,000
+41.5%
524
+24.5%
0.04%
+29.6%
LMT BuyLOCKHEED MARTIN CORP$75,000
+368.8%
211
+368.9%
0.04%
+337.5%
IXG BuyISHARES TRglobal finls etf$74,000
+722.2%
929
+736.9%
0.03%
+580.0%
DLR BuyDIGITAL RLTY TR INC$72,000
+24.1%
409
+2.0%
0.03%
+10.0%
IPG BuyINTERPUBLIC GROUP COS INC$72,000
+7.5%
1,934
+5.1%
0.03%
-2.9%
WY BuyWEYERHAEUSER CO MTN BE$71,000
+18.3%
1,713
+1.8%
0.03%
+6.5%
IGLB BuyISHARES TR10+ yr invst grd$70,000
+400.0%
1,003
+382.2%
0.03%
+357.1%
SPTL BuySPDR SER TRportfolio ln tsr$69,000
+263.2%
1,641
+263.9%
0.03%
+220.0%
AVIG BuyAMERICAN CENTY ETF TRavantis core fi$67,000
+19.6%
1,383
+21.5%
0.03%
+6.9%
DIS SellDISNEY WALT CO$68,000
-9.3%
442
-0.7%
0.03%
-20.5%
AMT BuyAMERICAN TOWER CORP NEW$67,000
+219.0%
229
+182.7%
0.03%
+181.8%
CMCSA BuyCOMCAST CORP NEWcl a$67,000
-8.2%
1,323
+2.0%
0.03%
-18.4%
TLS SellTELOS CORP MD$68,000
-59.5%
4,428
-25.3%
0.03%
-64.0%
COUP BuyCOUPA SOFTWARE INC$66,000
-4.3%
416
+32.5%
0.03%
-14.3%
AOM SellISHARES TRmodert alloc etf$65,000
-78.5%
1,420
-79.0%
0.03%
-80.8%
XLK  SELECT SECTOR SPDR TRtechnology$64,000
+16.4%
3670.0%0.03%
+7.1%
ETN BuyEATON CORP PLC$65,000
+225.0%
378
+186.4%
0.03%
+200.0%
PEG BuyPUBLIC SVC ENTERPRISE GRP IN$63,000
+10.5%
949
+1.1%
0.03%0.0%
WBA NewWALGREENS BOOTS ALLIANCE INC$62,0001,195
+100.0%
0.03%
SCHD BuySCHWAB STRATEGIC TRus dividend eq$62,000
+210.0%
769
+185.9%
0.03%
+190.0%
PEP SellPEPSICO INC$62,000
-56.6%
355
-62.6%
0.03%
-60.8%
RF SellREGIONS FINANCIAL CORP NEW$62,000
-26.2%
2,855
-27.6%
0.03%
-32.6%
VCSH SellVANGUARD SCOTTSDALE FDSshrt trm corp bd$63,000
-90.6%
770
-90.5%
0.03%
-91.6%
LRCX  LAM RESEARCH CORP$60,000
+27.7%
830.0%0.03%
+16.7%
CAG NewCONAGRA BRANDS INC$60,0001,756
+100.0%
0.03%
FCX NewFREEPORT-MCMORAN INCcl b$60,0001,447
+100.0%
0.03%
SYY NewSYSCO CORP$58,000740
+100.0%
0.03%
TTE NewTOTALENERGIES SEsponsored ads$58,0001,167
+100.0%
0.03%
TGT BuyTARGET CORP$59,000
+3.5%
253
+2.4%
0.03%
-6.9%
IRT NewINDEPENDENCE RLTY TR INC$59,0002,303
+100.0%
0.03%
CVS  CVS HEALTH CORP$59,000
+22.9%
5710.0%0.03%
+8.0%
WM NewWASTE MGMT INC DEL$58,000346
+100.0%
0.03%
MRO NewMARATHON OIL CORP$59,0003,614
+100.0%
0.03%
CWB SellSPDR SER TRbloomberg conv$56,000
-87.7%
670
-87.4%
0.03%
-88.9%
CDW  CDW CORP$56,000
+12.0%
2730.0%0.03%0.0%
OXY NewOCCIDENTAL PETE CORP$57,0001,967
+100.0%
0.03%
SLB NewSCHLUMBERGER LTD$57,0001,887
+100.0%
0.03%
MCHP BuyMICROCHIP TECHNOLOGY INC.$54,000
+14.9%
616
+100.0%
0.02%
+4.2%
FXO BuyFIRST TR EXCHANGE TRADED FDfinls alphadex$54,000
+17.4%
1,166
+11.6%
0.02%
+4.2%
CTSH  COGNIZANT TECHNOLOGY SOLUTIOcl a$55,000
+19.6%
6160.0%0.02%
+4.2%
FB SellMETA PLATFORMS INCcl a$55,000
-11.3%
165
-9.3%
0.02%
-21.9%
PFF BuyISHARES TRpfd and incm sec$55,000
+1.9%
1,405
+0.6%
0.02%
-10.7%
DHI  D R HORTON INC$54,000
+28.6%
5010.0%0.02%
+13.6%
CDNS  CADENCE DESIGN SYSTEM INC$55,000
+22.2%
2970.0%0.02%
+8.7%
SCHG BuySCHWAB STRATEGIC TRus lcap gr etf$52,000
+23.8%
318
+12.4%
0.02%
+9.1%
PRU BuyPRUDENTIAL FINL INC$51,000
+34.2%
468
+28.9%
0.02%
+20.0%
AVTR  AVANTOR INC$52,000
+2.0%
1,2390.0%0.02%
-7.7%
BK  BANK NEW YORK MELLON CORP$49,000
+11.4%
8430.0%0.02%0.0%
HZNP  HORIZON THERAPEUTICS PUB L$50,000
-2.0%
4660.0%0.02%
-11.5%
JPM SellJPMORGAN CHASE &CO$50,000
-12.3%
315
-10.3%
0.02%
-20.7%
FDN BuyFIRST TR EXCHANGE-TRADED FDdj internt idx$49,000
+2.1%
217
+7.4%
0.02%
-8.0%
MLM NewMARTIN MARIETTA MATLS INC$47,000107
+100.0%
0.02%
ADBE  ADOBE SYSTEMS INCORPORATED$48,000
-2.0%
850.0%0.02%
-12.0%
ES BuyEVERSOURCE ENERGY$48,000
+14.3%
529
+3.5%
0.02%0.0%
CAT BuyCATERPILLAR INC$45,000
+4400.0%
220
+3042.9%
0.02%
+2000.0%
TXN  TEXAS INSTRS INC$46,000
-2.1%
2460.0%0.02%
-12.5%
ABT  ABBOTT LABS$45,000
+18.4%
3230.0%0.02%
+5.0%
TEL  TE CONNECTIVITY LTD$43,000
+16.2%
2660.0%0.02%
+5.3%
FBHS  FORTUNE BRANDS HOME &SEC IN$44,000
+18.9%
4120.0%0.02%
+5.3%
DOV SellDOVER CORP$43,000
+16.2%
236
-0.4%
0.02%
+5.3%
XLY  SELECT SECTOR SPDR TRsbi cons discr$44,000
+15.8%
2140.0%0.02%0.0%
ZBRA SellZEBRA TECHNOLOGIES CORPORATIcl a$44,000
+12.8%
74
-1.3%
0.02%0.0%
SYNH  SYNEOS HEALTH INCcl a$44,000
+18.9%
4270.0%0.02%
+5.3%
EMR BuyEMERSON ELEC CO$43,000
+10.3%
458
+10.1%
0.02%0.0%
MGC NewVANGUARD WORLD FDmega cap index$43,000258
+100.0%
0.02%
URI NewUNITED RENTALS INC$43,000130
+100.0%
0.02%
GLW NewCORNING INC$42,0001,124
+100.0%
0.02%
QCOM BuyQUALCOMM INC$42,000
+55.6%
227
+6.6%
0.02%
+35.7%
TIP BuyISHARES TRtips bd etf$42,000
+740.0%
322
+666.7%
0.02%
+533.3%
IBM SellINTERNATIONAL BUSINESS MACHS$41,000
-64.0%
304
-62.9%
0.02%
-67.8%
SPMB BuySPDR SER TRportfli mortgage$42,000
+16.7%
1,669
+20.7%
0.02%0.0%
PWR NewQUANTA SVCS INC$42,000362
+100.0%
0.02%
KNG BuyFIRST TR EXCHANGE-TRADED FDft cboe vest s&p$39,000
+21.9%
682
+10.4%
0.02%
+12.5%
DECK  DECKERS OUTDOOR CORP$40,0000.0%1100.0%0.02%
-14.3%
PFG BuyPRINCIPAL FINANCIAL GROUP IN$39,000
+21.9%
537
+8.5%
0.02%
+12.5%
VMC NewVULCAN MATLS CO$40,000193
+100.0%
0.02%
AXP  AMERICAN EXPRESS CO$38,000
-2.6%
2300.0%0.02%
-10.0%
BNDX BuyVANGUARD CHARLOTTE FDStotal int bd etf$39,0000.0%705
+2.3%
0.02%
-10.0%
FALN NewISHARES TRfaln angls usd$40,0001,322
+100.0%
0.02%
CVNA BuyCARVANA COcl a$40,000
+29.0%
173
+66.3%
0.02%
+12.5%
NSC  NORFOLK SOUTHN CORP$39,000
+25.8%
1310.0%0.02%
+12.5%
GS BuyGOLDMAN SACHS GROUP INC$40,000
+900.0%
105
+854.5%
0.02%
+800.0%
CMBS BuyISHARES TRcmbs etf$40,000
+25.0%
754
+25.7%
0.02%
+12.5%
IJH SellISHARES TRcore s&p mcp etf$40,000
-7.0%
140
-14.6%
0.02%
-18.2%
XLF BuySELECT SECTOR SPDR TRfinancial$36,000
+5.9%
910
+0.1%
0.02%0.0%
DFS  DISCOVER FINL SVCS$37,000
-7.5%
3220.0%0.02%
-19.0%
PXD  PIONEER NAT RES CO$37,000
+8.8%
2020.0%0.02%0.0%
GM  GENERAL MTRS CO$35,000
+12.9%
5950.0%0.02%0.0%
KEY BuyKEYCORP$35,000
+16.7%
1,493
+8.5%
0.02%
+6.7%
TSLA NewTESLA INC$34,00032
+100.0%
0.02%
PLD  PROLOGIS INC.$34,000
+36.0%
2010.0%0.02%
+23.1%
WMT SellWALMART INC$34,000
-15.0%
232
-20.0%
0.02%
-23.8%
PH  PARKER-HANNIFIN CORP$34,000
+13.3%
1070.0%0.02%
+6.7%
QRVO  QORVO INC$32,000
-5.9%
2040.0%0.02%
-11.8%
AVY  AVERY DENNISON CORP$33,000
+6.5%
1520.0%0.02%
-6.2%
CNP BuyCENTERPOINT ENERGY INC$33,000
+22.2%
1,195
+8.7%
0.02%
+7.1%
FIS BuyFIDELITY NATL INFORMATION SV$32,000
-8.6%
293
+0.7%
0.02%
-16.7%
BBY  BEST BUY INC$33,000
-2.9%
3240.0%0.02%
-11.8%
VLO BuyVALERO ENERGY CORP$33,000
+17.9%
442
+9.7%
0.02%
+7.1%
BRKB BuyBERKSHIRE HATHAWAY INC DELcl b new$31,000
+3000.0%
105
+2000.0%
0.01%
+1300.0%
CF BuyCF INDS HLDGS INC$31,000
+34.8%
444
+7.5%
0.01%
+16.7%
XLV  SELECT SECTOR SPDR TRsbi healthcare$31,000
+10.7%
2220.0%0.01%0.0%
FSK BuyFS KKR CAP CORP$31,000
-3.1%
1,474
+1.3%
0.01%
-12.5%
KDP  KEURIG DR PEPPER INC$29,000
+7.4%
7870.0%0.01%
-7.1%
IEFA SellISHARES TRcore msci eafe$28,000
-84.7%
370
-85.0%
0.01%
-86.2%
SCHW NewSCHWAB CHARLES CORP$29,000339
+100.0%
0.01%
SHW  SHERWIN WILLIAMS CO$28,000
+27.3%
800.0%0.01%
+18.2%
XSOE SellWISDOMTREE TRem ex st-owned$29,000
-84.1%
796
-83.7%
0.01%
-86.2%
LYB BuyLYONDELLBASELL INDUSTRIES N$29,000
+7.4%
318
+10.8%
0.01%
-7.1%
STX BuySEAGATE TECHNOLOGY HLDNGS PL$27,000
+50.0%
239
+8.1%
0.01%
+33.3%
VLUE BuyISHARES TRmsci usa value$25,000
+8.7%
228
+0.9%
0.01%0.0%
TPL NewTEXAS PACIFIC LAND CORPORATI$25,00020
+100.0%
0.01%
IP BuyINTERNATIONAL PAPER CO$26,000
-3.7%
551
+12.0%
0.01%
-14.3%
LUMN BuyLUMEN TECHNOLOGIES INC$25,000
+13.6%
1,981
+10.3%
0.01%
+9.1%
EIX BuyEDISON INTL$26,000
+30.0%
384
+8.5%
0.01%
+20.0%
DOW NewDOW INC$26,000452
+100.0%
0.01%
WDIV BuySPDR INDEX SHS FDSs&p glbdiv etf$26,0000.0%391
+0.5%
0.01%
-7.7%
ETR BuyENTERGY CORP NEW$27,000
+28.6%
236
+9.8%
0.01%
+9.1%
FGD BuyFIRST TR EXCHANGE TRADED FDdj glbl divid$27,0000.0%1,072
+1.0%
0.01%
-14.3%
FE BuyFIRSTENERGY CORP$24,000
+26.3%
584
+9.2%
0.01%
+10.0%
EXC BuyEXELON CORP$24,000
+33.3%
407
+8.2%
0.01%
+22.2%
ANGL BuyVANECK ETF TRUSTfallen angel hg$23,0000.0%695
+0.3%
0.01%
-8.3%
VYM BuyVANGUARD WHITEHALL FDShigh div yld$24,000
+9.1%
212
+0.5%
0.01%0.0%
MCD BuyMCDONALDS CORP$23,000
+21.1%
85
+6.2%
0.01%
+10.0%
WU BuyWESTERN UN CO$22,0000.0%1,245
+14.0%
0.01%
-9.1%
XLI BuySELECT SECTOR SPDR TRsbi int-inds$22,000
+10.0%
206
+0.5%
0.01%0.0%
DIV BuyGLOBAL X FDSglobx supdv us$22,000
+4.8%
1,080
+0.8%
0.01%
-9.1%
OGE BuyOGE ENERGY CORP$22,000
+29.4%
562
+9.3%
0.01%
+11.1%
VONV NewVANGUARD SCOTTSDALE FDSvng rus1000val$22,000300
+100.0%
0.01%
FTA SellFIRST TR LRG CP VL ALPHADEX$22,000
+4.8%
309
-5.5%
0.01%
-9.1%
CRY  CRYOLIFE INC$20,000
-9.1%
1,0000.0%0.01%
-18.2%
PDBC  INVESCO ACTIVLY MANGD ETC FDoptimum yield$20,000
-31.0%
1,3930.0%0.01%
-40.0%
GRMN BuyGARMIN LTD$19,000
-5.0%
140
+9.4%
0.01%
-10.0%
SRE SellSEMPRA$19,000
-5.0%
146
-7.6%
0.01%
-10.0%
WRK BuyWESTROCK CO$20,000
-4.8%
458
+10.6%
0.01%
-18.2%
IVZ BuyINVESCO LTD$19,000
+5.6%
815
+10.7%
0.01%0.0%
MUB BuyISHARES TRnational mun etf$19,000
+5.6%
160
+2.6%
0.01%0.0%
DTE BuyDTE ENERGY CO$19,000
+18.8%
163
+10.9%
0.01%
+12.5%
PKG BuyPACKAGING CORP AMER$19,000
+11.8%
140
+10.2%
0.01%0.0%
GPC BuyGENUINE PARTS CO$20,000
+25.0%
146
+9.8%
0.01%
+12.5%
LEG BuyLEGGETT &PLATT INC$19,000
+5.6%
457
+11.5%
0.01%0.0%
LNT BuyALLIANT ENERGY CORP$19,000
+18.8%
312
+9.5%
0.01%
+12.5%
KHC BuyKRAFT HEINZ CO$17,0000.0%470
+1.1%
0.01%
-11.1%
FEP SellFIRST TR EXCH TRD ALPHDX FDeurope alphadex$17,000
-5.6%
394
-5.7%
0.01%
-11.1%
CINF BuyCINCINNATI FINL CORP$17,000
+6.2%
152
+10.1%
0.01%0.0%
CMS BuyCMS ENERGY CORP$18,000
+20.0%
271
+9.7%
0.01%0.0%
PNW BuyPINNACLE WEST CAP CORP$17,000
+6.2%
243
+12.0%
0.01%0.0%
EDIV BuySPDR INDEX SHS FDSs&p em mkt div$17,0000.0%577
+0.3%
0.01%
-11.1%
CACI NewCACI INTL INCcl a$16,00059
+100.0%
0.01%
XLE BuySELECT SECTOR SPDR TRenergy$15,000
+7.1%
274
+0.4%
0.01%0.0%
FTC SellFIRST TRUST LRGCP GWT ALPHAD$15,000
-6.2%
125
-10.7%
0.01%
-12.5%
COP  CONOCOPHILLIPS$16,000
+6.7%
2210.0%0.01%
-12.5%
XLB BuySELECT SECTOR SPDR TRsbi materials$16,000
+14.3%
173
+0.6%
0.01%0.0%
ACN  ACCENTURE PLC IRELAND$15,000
+25.0%
360.0%0.01%
+16.7%
HP BuyHELMERICH &PAYNE INC$15,0000.0%625
+11.6%
0.01%
-12.5%
WFIG  WISDOMTREE TRus corp bond fd$16,0000.0%2930.0%0.01%
-12.5%
GLPI  GAMING &LEISURE PPTYS INC$14,0000.0%2940.0%0.01%
-14.3%
WFHY  WISDOMTREE TRus hgh yld corp$13,0000.0%2430.0%0.01%
-14.3%
VIAC BuyVIACOMCBS INCcl b$13,000
-13.3%
433
+11.9%
0.01%
-25.0%
IJJ BuyISHARES TRs&p mc 400vl etf$14,000
+7.7%
122
+0.8%
0.01%
-14.3%
FDT BuyFIRST TR EXCH TRD ALPHDX FDdev mrk ex us$14,000
+40.0%
231
+40.9%
0.01%
+20.0%
FAAR BuyFIRST TR EXCHANGE TRAD FD VIalt abslt strg$11,0000.0%376
+0.8%
0.01%
-16.7%
AOR SellISHARES TRgrwt allocat etf$11,000
-96.6%
186
-96.8%
0.01%
-97.0%
XLC BuySELECT SECTOR SPDR TR$11,0000.0%139
+0.7%
0.01%
-16.7%
TMO  THERMO FISHER SCIENTIFIC INC$11,000
+10.0%
170.0%0.01%0.0%
BuyGENERAL ELECTRIC CO$9,000
+200.0%
90
+172.7%
0.00%
+100.0%
FMF BuyFIRST TR EXCHANGE-TRADED FDmngd futrs strgy$8,0000.0%181
+5.2%
0.00%0.0%
GWW  GRAINGER W W INC$8,000
+33.3%
150.0%0.00%
+33.3%
NVST  ENVISTA HOLDINGS CORPORATION$9,000
+12.5%
1920.0%0.00%0.0%
FNV NewFRANCO NEV CORP$9,00062
+100.0%
0.00%
XBI NewSPDR SER TRs&p biotech$9,00080
+100.0%
0.00%
FXR BuyFIRST TR EXCHANGE TRADED FDindls prod dur$8,000
+33.3%
127
+27.0%
0.00%
+33.3%
TSCO  TRACTOR SUPPLY CO$8,000
+14.3%
330.0%0.00%0.0%
ZTS  ZOETIS INCcl a$9,000
+28.6%
360.0%0.00%0.0%
RBC  REGAL REXNORD CORPORATION$9,000
+12.5%
550.0%0.00%0.0%
IEP NewICAHN ENTERPRISES LPdepositary unit$7,000139
+100.0%
0.00%
JNJ  JOHNSON &JOHNSON$7,0000.0%420.0%0.00%
-25.0%
HHC NewHOWARD HUGHES CORP$6,00062
+100.0%
0.00%
HASI  HANNON ARMSTRONG SUST INFR C$7,0000.0%1290.0%0.00%
-25.0%
LSXMK NewLIBERTY MEDIA CORP DEL$7,000141
+100.0%
0.00%
NewINVENTRUST PPTYS CORP$6,000215
+100.0%
0.00%
RDVY SellFIRST TR EXCHANGE-TRADED FDrisng divd achiv$7,0000.0%137
-7.4%
0.00%
-25.0%
CME NewCME GROUP INC$6,00025
+100.0%
0.00%
IGF BuyISHARES TRglb infrastr etf$7,0000.0%154
+1.3%
0.00%
-25.0%
FEM SellFIRST TR EXCH TRD ALPHDX FDemerg mkt alph$7,0000.0%256
-5.9%
0.00%
-25.0%
CVEO NewCIVEO CORP CDA$6,000326
+100.0%
0.00%
FNX SellFIRST TR MID CAP CORE ALPHAD$7,0000.0%66
-4.3%
0.00%
-25.0%
QTEC BuyFIRST TR NASDAQ 100 TECH IND$6,000
+20.0%
33
+3.1%
0.00%0.0%
UNH  UNITEDHEALTH GROUP INC$6,000
+20.0%
120.0%0.00%0.0%
DAR  DARLING INGREDIENTS INC$6,0000.0%850.0%0.00%0.0%
IWF SellISHARES TRrus 1000 grw etf$4,000
-87.1%
13
-88.6%
0.00%
-87.5%
DNP NewDNP SELECT INCOME FD INC$4,000372
+100.0%
0.00%
XLRE  SELECT SECTOR SPDR TRrl est sel sec$5,0000.0%1030.0%0.00%
-33.3%
IXN  ISHARES TRglobal tech etf$5,000
+25.0%
780.0%0.00%0.0%
XLU  SELECT SECTOR SPDR TRsbi int-utils$5,000
+25.0%
660.0%0.00%0.0%
FXD SellFIRST TR EXCHANGE TRADED FDconsumr discre$4,000
-60.0%
71
-58.0%
0.00%
-60.0%
ARE  ALEXANDRIA REAL ESTATE EQ IN$4,0000.0%190.0%0.00%0.0%
VOT SellVANGUARD INDEX FDSmcap gr idxvip$4,000
-84.0%
14
-86.9%
0.00%
-84.6%
SHV SellISHARES TRshort treas bd$4,000
-55.6%
38
-54.2%
0.00%
-60.0%
AC NewASSOCIATED CAP GROUP INCcl a$5,000108
+100.0%
0.00%
WPM NewWHEATON PRECIOUS METALS CORP$4,00097
+100.0%
0.00%
PG  PROCTER AND GAMBLE CO$4,000
+33.3%
220.0%0.00%0.0%
HSY  HERSHEY CO$5,000
+25.0%
250.0%0.00%0.0%
FTXO BuyFIRST TR EXCHANGE-TRADED FDnasdaq bk etf$5,000
+66.7%
140
+40.0%
0.00%0.0%
PDP SellINVESCO EXCHANGE TRADED FD Tdwa momentum$4,000
-99.9%
42
-99.9%
0.00%
-99.9%
DPZ  DOMINOS PIZZA INC$5,000
+25.0%
90.0%0.00%0.0%
WEN NewWENDYS CO$3,000144
+100.0%
0.00%
MMC  MARSH &MCLENNAN COS INC$2,0000.0%110.0%0.00%0.0%
BDX  BECTON DICKINSON &CO$2,000
+100.0%
60.0%0.00%0.0%
FTSM BuyFIRST TR EXCHANGE-TRADED FDfirst tr enh new$2,0000.0%34
+6.2%
0.00%0.0%
XLP  SELECT SECTOR SPDR TRsbi cons stpls$2,0000.0%230.0%0.00%0.0%
BA  BOEING CO$3,0000.0%130.0%0.00%
-50.0%
FWONK NewLIBERTY MEDIA CORP DEL$2,00030
+100.0%
0.00%
AZAA SellAIM ETF PRODUCTS TRUSTus lrg cp buf10$2,000
-99.7%
70
-99.7%
0.00%
-99.7%
AVGO  BROADCOM INC$3,000
+50.0%
50.0%0.00%0.0%
BAM NewBROOKFIELD ASSET MGMT INCcl a ltd vt sh$2,00032
+100.0%
0.00%
UPS  UNITED PARCEL SERVICE INCcl b$2,000
+100.0%
70.0%0.00%0.0%
QQEW SellFIRST TR NAS100 EQ WEIGHTED$2,0000.0%20
-9.1%
0.00%0.0%
LGOV  FIRST TR EXCHANGE-TRADED FDlng dur oprtun$2,0000.0%780.0%0.00%0.0%
NFLX  NETFLIX INC$2,0000.0%40.0%0.00%0.0%
ONEQ  FIDELITY COMWLTH TR$2,0000.0%400.0%0.00%0.0%
SPGP SellINVESCO EXCHANGE TRADED FD Ts&p 500 garp etf$3,000
-88.5%
30
-89.8%
0.00%
-92.3%
VB  VANGUARD INDEX FDSsmall cp etf$2,0000.0%90.0%0.00%0.0%
FPX SellFIRST TR EXCHANGE TRADED FDus eqty oppt etf$3,000
-92.7%
24
-92.8%
0.00%
-95.2%
RDNT  RADNET INC$3,0000.0%1000.0%0.00%
-50.0%
IUSG SellISHARES TRcore s&p us gwt$3,000
-99.9%
23
-99.9%
0.00%
-99.9%
LSXMA NewLIBERTY MEDIA CORP DEL$3,00055
+100.0%
0.00%
MDY  SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$3,0000.0%50.0%0.00%
-50.0%
FXN SellFIRST TR EXCHANGE TRADED FDenergy alphadx$2,0000.0%195
-5.8%
0.00%0.0%
ADM  ARCHER DANIELS MIDLAND CO$1,0000.0%180.0%0.00%
-100.0%
BATRK NewLIBERTY MEDIA CORP DEL$012
+100.0%
0.00%
FWONA NewLIBERTY MEDIA CORP DEL$1,00013
+100.0%
0.00%
BATRA NewLIBERTY MEDIA CORP DEL$05
+100.0%
0.00%
NWE BuyNORTHWESTERN CORP$1,0000.0%21
+5.0%
0.00%
-100.0%
NewKYNDRYL HLDGS INC$1,00053
+100.0%
0.00%
KREF BuyKKR REAL ESTATE FIN TR INC$1,0000.0%52
+2.0%
0.00%
-100.0%
ORCL  ORACLE CORP$1,0000.0%170.0%0.00%
-100.0%
OGN  ORGANON &CO$1,0000.0%270.0%0.00%
-100.0%
PNC  PNC FINL SVCS GROUP INC$1,0000.0%50.0%0.00%
-100.0%
ICVT NewISHARES TRconv bd etf$05
+100.0%
0.00%
PYPL  PAYPAL HLDGS INC$1,0000.0%50.0%0.00%
-100.0%
PBCT  PEOPLES UNITED FINANCIAL INC$0280.0%0.00%
AOK SellISHARES TRconser alloc etf$0
-100.0%
6
-64.7%
0.00%
-100.0%
PKI  PERKINELMER INC$1,0000.0%40.0%0.00%
-100.0%
IWL  ISHARES TRrus top 200 etf$010.0%0.00%
LDUR NewPIMCO ETF TRenhncd lw dur ac$03
+100.0%
0.00%
BOND  PIMCO ETF TRactive bd etf$020.0%0.00%
IGSB NewISHARES TR$02
+100.0%
0.00%
OEF SellISHARES TRs&p 100 etf$0
-100.0%
2
-99.9%
0.00%
-100.0%
DJD  INVESCO EXCHANGE TRADED FD Tdj indl avg dv$010.0%0.00%
RVP  RETRACTABLE TECHNOLOGIES INC$0260.0%0.00%
RDSB  ROYAL DUTCH SHELL PLCspon adr b$1,0000.0%140.0%0.00%
-100.0%
INTC BuyINTEL CORP$1,0000.0%20
+5.3%
0.00%
-100.0%
HRL  HORMEL FOODS CORP$060.0%0.00%
HAL  HALLIBURTON CO$0100.0%0.00%
MLPA  GLOBAL X FDSglbl x mlp etf$1,0000.0%260.0%0.00%
-100.0%
SP  SP PLUS CORP$1,0000.0%300.0%0.00%
-100.0%
SAGE NewSAGE THERAPEUTICS INC$00
+100.0%
0.00%
GBL NewGAMCO INVS INC$1,00054
+100.0%
0.00%
F  FORD MTR CO DEL$1,0000.0%570.0%0.00%
-100.0%
FDIV  FIRST TR EXCHANGE-TRADED FDft strg incm etf$1,0000.0%190.0%0.00%
-100.0%
SYK  STRYKER CORPORATION$1,0000.0%30.0%0.00%
-100.0%
NewSYLVAMO CORP$1,00039
+100.0%
0.00%
SYF BuySYNCHRONY FINANCIAL$1,0000.0%31
+3.3%
0.00%
-100.0%
HYLS  FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl$1,0000.0%230.0%0.00%
-100.0%
TXT  TEXTRON INC$050.0%0.00%
FPXI SellFIRST TR EXCHANGE TRADED FDintl equity opp$0
-100.0%
5
-94.0%
0.00%
-100.0%
FBT  FIRST TR EXCHANGE-TRADED FDny arca biotech$020.0%0.00%
EVLO  EVELO BIOSCIENCES INC$0210.0%0.00%
DISCA  DISCOVERY INC$1,0000.0%230.0%0.00%
-100.0%
VCIT BuyVANGUARD SCOTTSDALE FDSint-term corp$05
+25.0%
0.00%
CTRN  CITI TRENDS INC$1,0000.0%70.0%0.00%
-100.0%
C  CITIGROUP INC$0
-100.0%
80.0%0.00%
-100.0%
VRSK  VERISK ANALYTICS INC$1,0000.0%60.0%0.00%
-100.0%
VTRS BuyVIATRIS INC$1,00072
+118.2%
0.00%
CBOE NewCBOE GLOBAL MKTS INC$1,0009
+100.0%
0.00%
WAB NewWABTEC$02
+100.0%
0.00%
WFC  WELLS FARGO CO NEW$1,0000.0%170.0%0.00%
-100.0%
ADI  ANALOG DEVICES INC$020.0%0.00%
DIVO  AMPLIFY ETF TRcwp enhanced div$020.0%0.00%
AAL BuyAMERICAN AIRLS GROUP INC$011
+22.2%
0.00%
Y NewALLEGHANY CORP MD$1,0001
+100.0%
0.00%
NewXERIS BIOPHARMA HOLDINGS INC$071
+100.0%
0.00%
YUM  YUM BRANDS INC$1,0000.0%70.0%0.00%
-100.0%
AA  ALCOA CORP$060.0%0.00%
ZG NewZILLOW GROUP INCcl a$00
+100.0%
0.00%
ARKF NewARK ETF TRfintech innova$03
+100.0%
0.00%
ARKW NewARK ETF TRnext gnrtn inter$1,00010
+100.0%
0.00%
ARKG NewARK ETF TRgenomic rev etf$03
+100.0%
0.00%
QLTA ExitISHARES TRa rate cp bd etf$0-5
-100.0%
0.00%
XERS ExitXERIS PHARMACEUTICALS INC$0-71
-100.0%
0.00%
VGT ExitVANGUARD WORLD FDSinf tech etf$0-1
-100.0%
0.00%
IMCG ExitISHARES TRmrgstr md cp grw$0-6
-100.0%
0.00%
MSGE NewMADISON SQUARE GRDN ENTERTNMcl a$06
+100.0%
0.00%
MSGS NewMADISON SQUARE GRDN SPRT CORcl a$1,0004
+100.0%
0.00%
ROST ExitROSS STORES INC$0-11
-100.0%
-0.00%
CB ExitCHUBB LIMITED$0-12
-100.0%
-0.00%
TJX ExitTJX COS INC NEW$0-36
-100.0%
-0.00%
GD ExitGENERAL DYNAMICS CORP$0-12
-100.0%
-0.00%
SIRI ExitSIRIUS XM HOLDINGS INC$0-342
-100.0%
-0.00%
GPN ExitGLOBAL PMTS INC$0-14
-100.0%
-0.00%
IQV ExitIQVIA HLDGS INC$0-10
-100.0%
-0.00%
STZ ExitCONSTELLATION BRANDS INCcl a$0-8
-100.0%
-0.00%
MU ExitMICRON TECHNOLOGY INC$0-36
-100.0%
-0.00%
TROW ExitPRICE T ROWE GROUP INC$0-14
-100.0%
-0.00%
TT ExitTRANE TECHNOLOGIES PLC$0-15
-100.0%
-0.00%
HON ExitHONEYWELL INTL INC$0-12
-100.0%
-0.00%
AMAT ExitAPPLIED MATLS INC$0-26
-100.0%
-0.00%
EQR ExitEQUITY RESIDENTIALsh ben int$0-45
-100.0%
-0.00%
HUM ExitHUMANA INC$0-9
-100.0%
-0.00%
ADP ExitAUTOMATIC DATA PROCESSING IN$0-26
-100.0%
-0.00%
PAYX ExitPAYCHEX INC$0-47
-100.0%
-0.00%
FISV ExitFISERV INC$0-55
-100.0%
-0.00%
VXF ExitVANGUARD INDEX FDSextend mkt etf$0-100
-100.0%
-0.01%
ILCG ExitISHARES TRmorningstar grwt$0-395
-100.0%
-0.01%
ZBH ExitZIMMER BIOMET HOLDINGS INC$0-220
-100.0%
-0.02%
VHT ExitVANGUARD WORLD FDShealth car etf$0-167
-100.0%
-0.02%
SHOP ExitSHOPIFY INCcl a$0-44
-100.0%
-0.03%
VBK ExitVANGUARD INDEX FDSsml cp grw etf$0-11,632
-100.0%
-1.68%
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 2022-01-26
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP14Q3 20233.6%
APPLE INC14Q3 20232.9%
HOME DEPOT INC14Q3 20230.7%
PFIZER INC14Q3 20230.3%
LAM RESEARCH CORP14Q3 20230.4%
ISHARES TRUST 20 YR TR BD ETF13Q4 202243.5%
ISHARES TRUST CORE S&P500 ETF13Q4 202214.0%
VANGUARD S&P 500 ETF SHS13Q4 20225.7%
ISHARES TRUST RUSSELL 2000 ETF13Q4 20225.0%
ISHARES TR13Q4 20223.4%

View Lloyd Advisory Services, LLC.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-13
13F-HR2023-11-13
13F-HR2023-01-27
13F-HR2022-11-02
13F-HR2022-08-15
13F-HR2022-05-02
13F-HR2022-01-26
13F-HR2021-10-21
13F-HR2021-08-09
13F-HR2021-05-04

View Lloyd Advisory Services, LLC.'s complete filings history.

Compare quarters

Export Lloyd Advisory Services, LLC.'s holdings