$215 Million is the total value of Lloyd Advisory Services, LLC.'s 628 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 72.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $35,908,000 | +4.6% | 675,996 | +10.0% | 16.73% | +5.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $21,340,000 | -3.5% | 47,044 | +1.4% | 9.94% | -2.5% |
| AZBJ | Buy | AIM ETF PRODUCTS TRUSTus lrg cp bufr20 | $16,924,000 | +0.6% | 647,984 | +2.5% | 7.88% | +1.7% |
| AZAJ | Buy | AIM ETF PRODUCTS TRUSTus lrg cp bufr10 | $9,977,000 | +86.9% | 363,533 | +92.1% | 4.65% | +88.9% |
| VOO | Sell | VANGUARD INDEX FDS | $8,398,000 | -6.7% | 20,228 | -1.9% | 3.91% | -5.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $6,733,000 | +196.3% | 32,809 | +221.2% | 3.14% | +199.6% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $5,585,000 | -36.0% | 111,102 | -35.7% | 2.60% | -35.3% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $4,775,000 | +1406.3% | 36,174 | +1588.8% | 2.22% | +1424.0% |
| HDV | Buy | ISHARES TRcore high dv etf | $4,483,000 | +4169.5% | 41,943 | +3936.9% | 2.09% | +4252.1% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $4,483,000 | -2.1% | 36,734 | +3.2% | 2.09% | -1.0% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $4,219,000 | -1.5% | 72,127 | -1.3% | 1.97% | -0.5% |
| DGRO | Buy | ISHARES TRcore div grwth | $4,071,000 | +463.9% | 76,213 | +486.9% | 1.90% | +469.7% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $4,042,000 | +1983.5% | 24,020 | +2149.1% | 1.88% | +2015.7% |
| TAIL | Sell | CAMBRIA ETF TRtail risk | $3,454,000 | -9.2% | 207,501 | -2.6% | 1.61% | -8.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $3,447,000 | +2897.4% | 9,509 | +3179.0% | 1.61% | +2930.2% |
| New | AIM ETF PRODUCTS TRUSTallianzim u s la | $3,360,000 | – | 136,346 | +100.0% | 1.56% | – | |
| HTRB | New | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $3,306,000 | – | 89,782 | +100.0% | 1.54% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $3,052,000 | – | 7,328 | +100.0% | 1.42% | – |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $2,948,000 | -15.9% | 10,251 | -6.1% | 1.37% | -15.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $2,719,000 | -1.7% | 34,911 | +2.0% | 1.27% | -0.6% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $2,655,000 | -1.4% | 53,788 | +2.0% | 1.24% | -0.3% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,313,000 | -7.4% | 14,668 | -4.4% | 1.08% | -6.3% |
| BELPOINTE PREP LLCunit rp ltd lb a | $1,714,000 | -0.2% | 17,158 | 0.0% | 0.80% | +1.0% | ||
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,373,000 | +2079.4% | 17,578 | +2182.9% | 0.64% | +2106.9% |
| New | WORLD GOLD TRspdr gld minis | $1,364,000 | – | 35,457 | +100.0% | 0.64% | – | |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,357,000 | -4.2% | 17,069 | +2.1% | 0.63% | -3.2% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,352,000 | -8.6% | 28,145 | -2.9% | 0.63% | -7.6% |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $1,343,000 | – | 22,117 | +100.0% | 0.63% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $1,310,000 | – | 12,484 | +100.0% | 0.61% | – |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,310,000 | +71.2% | 24,337 | +262.2% | 0.61% | +72.8% |
| VIXY | Buy | PROSHARES TR IIvix sh trm futrs | $1,302,000 | +46.6% | 78,589 | +34.2% | 0.61% | +48.4% |
| ESGU | Buy | ISHARES TResg awr msci usa | $1,105,000 | +81.7% | 10,913 | +93.7% | 0.52% | +83.9% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $1,033,000 | -9.6% | 15,574 | -0.4% | 0.48% | -8.7% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $870,000 | -2.2% | 6,463 | +5.7% | 0.40% | -1.2% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $819,000 | -47.2% | 5,158 | -42.3% | 0.38% | -46.5% |
| MSFT | Buy | MICROSOFT CORP | $812,000 | +36.5% | 2,632 | +48.7% | 0.38% | +38.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $802,000 | -5.0% | 17,392 | +2.0% | 0.37% | -3.9% |
| IWX | Sell | ISHARES TRrus tp200 vl etf | $611,000 | -5.6% | 8,775 | -4.9% | 0.28% | -4.4% |
| CWB | Buy | SPDR SER TRbloomberg conv | $604,000 | +978.6% | 7,847 | +1071.2% | 0.28% | +980.8% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $597,000 | -7.4% | 11,916 | -2.4% | 0.28% | -6.4% |
| USIG | Sell | ISHARES TRusd inv grde etf | $592,000 | -9.2% | 10,757 | -1.5% | 0.28% | -8.3% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $565,000 | -4.9% | 10,164 | +0.0% | 0.26% | -4.0% |
| AAPL | Buy | APPLE INC | $550,000 | +313.5% | 3,149 | +321.6% | 0.26% | +319.7% |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $540,000 | – | 8,041 | +100.0% | 0.25% | – |
| ICVT | Buy | ISHARES TRconv bd etf | $498,000 | – | 5,980 | +119500.0% | 0.23% | – |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $489,000 | -11.3% | 7,383 | -2.9% | 0.23% | -10.2% |
| GLD | Sell | SPDR GOLD TR | $476,000 | -91.3% | 2,636 | -91.7% | 0.22% | -91.2% |
| HD | Buy | HOME DEPOT INC | $426,000 | -23.4% | 1,424 | +6.3% | 0.20% | -22.7% |
| AOM | Buy | ISHARES TRmodert alloc etf | $425,000 | +553.8% | 9,901 | +597.3% | 0.20% | +560.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $424,000 | +15.5% | 8,324 | +17.9% | 0.20% | +17.2% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $423,000 | -3.6% | 10,135 | -3.1% | 0.20% | -2.5% |
| XOM | Sell | EXXON MOBIL CORP | $391,000 | +32.1% | 4,732 | -2.1% | 0.18% | +33.8% |
| AMZN | Buy | AMAZON COM INC | $388,000 | +101.0% | 119 | +105.2% | 0.18% | +103.4% |
| ABBV | Sell | ABBVIE INC | $378,000 | +5.3% | 2,329 | -12.1% | 0.18% | +6.7% |
| T | Buy | AT&T INC | $378,000 | +55.6% | 16,032 | +62.2% | 0.18% | +57.1% |
| EFG | Sell | ISHARES TReafe grwth etf | $369,000 | -28.3% | 3,838 | -17.8% | 0.17% | -27.4% |
| MRK | Buy | MERCK &CO INC | $360,000 | +44.0% | 4,393 | +34.5% | 0.17% | +46.1% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $358,000 | +17.4% | 1,001 | +17.9% | 0.17% | +18.4% |
| SPGI | Buy | S&P GLOBAL INC | $355,000 | +1.7% | 866 | +17.2% | 0.16% | +2.5% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $353,000 | -1.7% | 2,950 | +0.5% | 0.16% | -0.6% |
| USMV | Sell | ISHARES TRmsci usa min vol | $341,000 | -91.7% | 4,392 | -91.4% | 0.16% | -91.6% |
| CVX | Sell | CHEVRON CORP NEW | $335,000 | +7.4% | 2,058 | -22.5% | 0.16% | +8.3% |
| DUK | Buy | DUKE ENERGY CORP NEW | $328,000 | +6.8% | 2,935 | +0.3% | 0.15% | +7.7% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $326,000 | -3.0% | 5,499 | -0.5% | 0.15% | -1.9% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $309,000 | -63.0% | 4,910 | -60.9% | 0.14% | -62.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $297,000 | +11.2% | 8,089 | +17.7% | 0.14% | +12.2% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $290,000 | +13.7% | 6,888 | +1.0% | 0.14% | +14.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $282,000 | +0.7% | 2,998 | +1.7% | 0.13% | +1.6% |
| EFV | Sell | ISHARES TReafe value etf | $271,000 | -0.7% | 5,383 | -0.8% | 0.13% | 0.0% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $268,000 | +14.0% | 1,452 | +28.8% | 0.12% | +15.7% |
| IWR | Buy | ISHARES TRrus mid cap etf | $266,000 | -4.3% | 3,404 | +1.8% | 0.12% | -3.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $262,000 | -2.6% | 4,709 | +4.8% | 0.12% | -1.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $260,000 | +49.4% | 93 | +55.0% | 0.12% | +51.2% |
| CSCO | Buy | CISCO SYS INC | $258,000 | +62.3% | 4,632 | +85.0% | 0.12% | +64.4% |
| COMT | Buy | ISHARES U S ETF TRgsci cmdty stgy | $254,000 | +106.5% | 6,324 | +58.8% | 0.12% | +107.0% |
| HEIA | Buy | HEICO CORP NEWcl a | $240,000 | +10.6% | 1,896 | +12.3% | 0.11% | +12.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $235,000 | +5.9% | 2,166 | +12.9% | 0.11% | +6.9% |
| BAC | Buy | BK OF AMERICA CORP | $231,000 | +83.3% | 5,594 | +97.0% | 0.11% | +86.2% |
| D | Buy | DOMINION ENERGY INC | $228,000 | +29.5% | 2,685 | +19.9% | 0.11% | +30.9% |
| USB | Buy | US BANCORP DEL | $225,000 | +13.6% | 4,229 | +20.1% | 0.10% | +15.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $223,000 | +156.3% | 80 | +166.7% | 0.10% | +160.0% |
| BCE | Sell | BCE INC | $223,000 | +5.7% | 4,028 | -0.5% | 0.10% | +7.2% |
| WMB | Buy | WILLIAMS COS INC | $221,000 | +51.4% | 6,623 | +18.3% | 0.10% | +53.7% |
| PFE | Buy | PFIZER INC | $222,000 | +24.7% | 4,296 | +42.2% | 0.10% | +25.6% |
| SO | Buy | SOUTHERN CO | $220,000 | +5.8% | 3,041 | +0.5% | 0.10% | +6.2% |
| GILD | Buy | GILEAD SCIENCES INC | $219,000 | -2.7% | 3,686 | +19.1% | 0.10% | -1.9% |
| CSGP | Buy | COSTAR GROUP INC | $219,000 | +0.5% | 3,292 | +19.5% | 0.10% | +2.0% |
| FLRN | New | SPDR SER TRbloomberg invt | $214,000 | – | 7,029 | +100.0% | 0.10% | – |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $213,000 | +1.4% | 4,852 | +4.6% | 0.10% | +2.1% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $204,000 | +13.3% | 2,048 | +1.4% | 0.10% | +14.5% |
| IDXX | Buy | IDEXX LABS INC | $201,000 | -9.0% | 367 | +9.2% | 0.09% | -7.8% |
| AMGN | Buy | AMGEN INC | $197,000 | +57.6% | 816 | +46.8% | 0.09% | +58.6% |
| DON | Sell | WISDOMTREE TRus midcap divid | $196,000 | -2.0% | 4,416 | -2.3% | 0.09% | -1.1% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $189,000 | +112.4% | 2,588 | +80.5% | 0.09% | +114.6% |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $186,000 | +8.8% | 2,426 | +2.8% | 0.09% | +10.1% |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $182,000 | +163.8% | 4,827 | +194.1% | 0.08% | +165.6% |
| USTB | Buy | VICTORY PORTFOLIOS II | $183,000 | +8.9% | 3,668 | +12.0% | 0.08% | +10.4% |
| LGLV | Sell | SPDR SER TRssga us lrg etf | $182,000 | -28.9% | 1,267 | -25.5% | 0.08% | -28.0% |
| PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $183,000 | +815.0% | 10,347 | +642.8% | 0.08% | +844.4% |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $183,000 | – | 4,072 | +100.0% | 0.08% | – |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $182,000 | -6.7% | 2,458 | +2.5% | 0.08% | -5.6% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $180,000 | -4.8% | 2,174 | +3.2% | 0.08% | -3.4% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $181,000 | +9.0% | 3,103 | +13.0% | 0.08% | +9.1% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $180,000 | +8.4% | 3,812 | +14.0% | 0.08% | +9.1% |
| BSCO | New | INVESCO EXCH TRD SLF IDX FD | $178,000 | – | 8,449 | +100.0% | 0.08% | – |
| TSLA | Buy | TESLA INC | $176,000 | +417.6% | 163 | +409.4% | 0.08% | +412.5% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $176,000 | -6.4% | 3,741 | -4.6% | 0.08% | -5.7% |
| MCO | Buy | MOODYS CORP | $173,000 | -6.0% | 513 | +8.9% | 0.08% | -4.7% |
| TPL | Buy | TEXAS PACIFIC LAND CORPORATI | $170,000 | +580.0% | 126 | +530.0% | 0.08% | +558.3% |
| New | WISDOMTREE TRfloatng rat trea | $168,000 | – | 3,342 | +100.0% | 0.08% | – | |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $168,000 | -7.7% | 3,379 | -1.1% | 0.08% | -7.1% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $168,000 | +14.3% | 10,079 | +2.0% | 0.08% | +14.7% |
| CWST | Sell | CASELLA WASTE SYS INCcl a | $163,000 | -6.3% | 1,864 | -8.7% | 0.08% | -5.0% |
| JNJ | Buy | JOHNSON &JOHNSON | $158,000 | +2157.1% | 891 | +2021.4% | 0.07% | +2366.7% |
| MO | Buy | ALTRIA GROUP INC | $159,000 | +16.1% | 3,041 | +5.3% | 0.07% | +17.5% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $159,000 | -20.9% | 3,750 | -19.8% | 0.07% | -20.4% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $159,000 | -6.5% | 10,884 | -1.5% | 0.07% | -5.1% |
| ILTB | Buy | ISHARES TRcore lt usdb etf | $159,000 | -9.7% | 2,482 | +1.7% | 0.07% | -8.6% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $157,000 | -23.4% | 526 | -8.2% | 0.07% | -22.3% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $150,000 | +158.6% | 2,964 | +154.0% | 0.07% | +159.3% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $151,000 | +6.3% | 3,594 | +13.1% | 0.07% | +7.7% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $148,000 | -60.0% | 511 | -55.3% | 0.07% | -59.6% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $141,000 | +907.1% | 1,289 | +956.6% | 0.07% | +1000.0% |
| NUE | Buy | NUCOR CORP | $141,000 | +58.4% | 946 | +20.8% | 0.07% | +61.0% |
| TFC | Buy | TRUIST FINL CORP | $139,000 | -2.1% | 2,458 | +1.2% | 0.06% | 0.0% |
| GIS | Buy | GENERAL MLS INC | $139,000 | +2.2% | 2,046 | +1.2% | 0.06% | +3.2% |
| KMB | Buy | KIMBERLY-CLARK CORP | $140,000 | -11.4% | 1,133 | +2.2% | 0.06% | -11.0% |
| MET | Buy | METLIFE INC | $137,000 | +57.5% | 1,944 | +39.8% | 0.06% | +60.0% |
| LNC | Buy | LINCOLN NATL CORP IND | $136,000 | +56.3% | 2,080 | +62.5% | 0.06% | +57.5% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $135,000 | -30.1% | 1,480 | -29.9% | 0.06% | -29.2% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $135,000 | +117.7% | 3,026 | +153.2% | 0.06% | +117.2% |
| DLR | Buy | DIGITAL RLTY TR INC | $133,000 | +84.7% | 941 | +130.1% | 0.06% | +87.9% |
| NVDA | New | NVIDIA CORPORATION | $130,000 | – | 478 | +100.0% | 0.06% | – |
| OKE | Buy | ONEOK INC NEW | $132,000 | +53.5% | 1,868 | +27.0% | 0.06% | +52.5% |
| VGLT | Sell | VANGUARD SCOTTSDALE FDSlong term treas | $127,000 | -10.6% | 1,578 | -0.8% | 0.06% | -9.2% |
| TWLO | Buy | TWILIO INCcl a | $127,000 | +22.1% | 771 | +95.7% | 0.06% | +22.9% |
| V | Sell | VISA INC | $126,000 | -29.2% | 569 | -30.8% | 0.06% | -28.0% |
| CMA | Buy | COMERICA INC | $125,000 | +47.1% | 1,386 | +41.6% | 0.06% | +48.7% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $124,000 | -4.6% | 1,967 | +0.4% | 0.06% | -3.3% |
| IYE | Buy | ISHARES TRu.s. energy etf | $122,000 | +48.8% | 2,981 | +9.4% | 0.06% | +50.0% |
| IJK | New | ISHARES TRs&p mc 400gr etf | $123,000 | – | 1,592 | +100.0% | 0.06% | – |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $118,000 | +84.4% | 743 | +102.5% | 0.06% | +83.3% |
| DE | Buy | DEERE &CO | $119,000 | +46.9% | 285 | +20.3% | 0.06% | +48.6% |
| CM | CANADIAN IMP BK COMM | $117,000 | +4.5% | 961 | 0.0% | 0.06% | +5.8% | |
| PPL | Buy | PPL CORP | $118,000 | -1.7% | 4,137 | +3.8% | 0.06% | 0.0% |
| IUSB | New | ISHARES TRcore total usd | $117,000 | – | 2,352 | +100.0% | 0.06% | – |
| SLB | Buy | SCHLUMBERGER LTD | $118,000 | +107.0% | 2,847 | +50.9% | 0.06% | +111.5% |
| FITB | Buy | FIFTH THIRD BANCORP | $119,000 | +40.0% | 2,776 | +42.3% | 0.06% | +41.0% |
| TRP | Buy | TC ENERGY CORP | $119,000 | +22.7% | 2,118 | +1.7% | 0.06% | +22.2% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $113,000 | -6.6% | 1,348 | +3.1% | 0.05% | -5.4% |
| VEEV | Buy | VEEVA SYS INC | $113,000 | -3.4% | 531 | +16.2% | 0.05% | -1.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $114,000 | +2750.0% | 743 | +3277.3% | 0.05% | +2550.0% |
| MMM | Sell | 3M CO | $110,000 | -46.1% | 737 | -35.9% | 0.05% | -45.7% |
| PEP | Buy | PEPSICO INC | $108,000 | +74.2% | 643 | +81.1% | 0.05% | +72.4% |
| PWR | Buy | QUANTA SVCS INC | $107,000 | +154.8% | 815 | +125.1% | 0.05% | +163.2% |
| IGLB | Buy | ISHARES TR10+ yr invst grd | $107,000 | +52.9% | 1,751 | +74.6% | 0.05% | +56.2% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $108,000 | -14.3% | 2,207 | -12.3% | 0.05% | -13.8% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $105,000 | +22.1% | 3,542 | +24.7% | 0.05% | +22.5% |
| NOW | Buy | SERVICENOW INC | $106,000 | +30.9% | 190 | +52.0% | 0.05% | +32.4% |
| AVUV | Sell | AMERICAN CENTY ETF TRus sml cp valu | $104,000 | -12.6% | 1,307 | -12.8% | 0.05% | -12.7% |
| EFX | Buy | EQUIFAX INC | $101,000 | -19.2% | 427 | +0.2% | 0.05% | -19.0% |
| NEE | Buy | NEXTERA ENERGY INC | $101,000 | +26.2% | 1,190 | +39.7% | 0.05% | +27.0% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $98,000 | +63.3% | 1,974 | +36.4% | 0.05% | +64.3% |
| AOA | Buy | ISHARES TRaggres alloc etf | $99,000 | +11.2% | 1,433 | +17.7% | 0.05% | +12.2% |
| PLD | Buy | PROLOGIS INC. | $96,000 | +182.4% | 593 | +195.0% | 0.04% | +181.2% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $96,000 | -28.9% | 956 | -18.6% | 0.04% | -27.4% |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $94,000 | -13.8% | 1,957 | -6.9% | 0.04% | -12.0% |
| A | New | AGILENT TECHNOLOGIES INC | $92,000 | – | 699 | +100.0% | 0.04% | – |
| CAG | Buy | CONAGRA BRANDS INC | $90,000 | +50.0% | 2,678 | +52.5% | 0.04% | +50.0% |
| GL | New | GLOBE LIFE INC | $90,000 | – | 892 | +100.0% | 0.04% | – |
| AMT | Buy | AMERICAN TOWER CORP NEW | $91,000 | +35.8% | 363 | +58.5% | 0.04% | +35.5% |
| TGT | Buy | TARGET CORP | $89,000 | +50.8% | 418 | +65.2% | 0.04% | +51.9% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $88,000 | -15.4% | 300 | +9.9% | 0.04% | -14.6% |
| SYY | Buy | SYSCO CORP | $85,000 | +46.6% | 1,045 | +41.2% | 0.04% | +48.1% |
| MRO | Sell | MARATHON OIL CORP | $85,000 | +44.1% | 3,377 | -6.6% | 0.04% | +48.1% |
| UNP | New | UNION PAC CORP | $86,000 | – | 314 | +100.0% | 0.04% | – |
| QCOM | Buy | QUALCOMM INC | $86,000 | +104.8% | 562 | +147.6% | 0.04% | +110.5% |
| O | Buy | REALTY INCOME CORP | $86,000 | -2.3% | 1,234 | +0.3% | 0.04% | -2.4% |
| ETN | Buy | EATON CORP PLC | $85,000 | +30.8% | 560 | +48.1% | 0.04% | +33.3% |
| OXY | Sell | OCCIDENTAL PETE CORP | $84,000 | +47.4% | 1,476 | -25.0% | 0.04% | +50.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $83,000 | +1283.3% | 163 | +1258.3% | 0.04% | +1200.0% |
| WDAY | Buy | WORKDAY INCcl a | $84,000 | -4.5% | 352 | +9.0% | 0.04% | -4.9% |
| WM | Buy | WASTE MGMT INC DEL | $81,000 | +39.7% | 512 | +48.0% | 0.04% | +40.7% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $78,000 | +77.3% | 420 | +96.3% | 0.04% | +80.0% |
| MSCI | Buy | MSCI INC | $76,000 | -6.2% | 151 | +14.4% | 0.04% | -5.4% |
| EXC | Buy | EXELON CORP | $75,000 | +212.5% | 1,566 | +284.8% | 0.04% | +218.2% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $76,000 | +76.7% | 476 | +84.5% | 0.04% | +75.0% |
| DOW | Buy | DOW INC | $74,000 | +184.6% | 1,156 | +155.8% | 0.03% | +183.3% |
| MS | Sell | MORGAN STANLEY | $72,000 | -13.3% | 823 | -2.3% | 0.03% | -10.5% |
| OKTA | Buy | OKTA INCcl a | $72,000 | -22.6% | 479 | +14.9% | 0.03% | -20.9% |
| CRM | New | SALESFORCE COM INC | $74,000 | – | 349 | +100.0% | 0.03% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $71,000 | +6.0% | 1,507 | +13.9% | 0.03% | +6.5% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $70,000 | +45.8% | 154 | +81.2% | 0.03% | +50.0% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $71,000 | -1.4% | 2,000 | +3.4% | 0.03% | 0.0% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $68,000 | +44.7% | 176 | +64.5% | 0.03% | +45.5% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $68,000 | -4.2% | 1,787 | +4.3% | 0.03% | -3.0% |
| CAT | Buy | CATERPILLAR INC | $68,000 | +51.1% | 307 | +39.5% | 0.03% | +52.4% |
| DIS | Buy | DISNEY WALT CO | $68,000 | 0.0% | 493 | +11.5% | 0.03% | +3.2% |
| SLV | New | ISHARES SILVER TRishares | $66,000 | – | 2,890 | +100.0% | 0.03% | – |
| CNP | Buy | CENTERPOINT ENERGY INC | $66,000 | +100.0% | 2,165 | +81.2% | 0.03% | +106.7% |
| AVIG | Buy | AMERICAN CENTY ETF TRavantis core fi | $67,000 | 0.0% | 1,482 | +7.2% | 0.03% | 0.0% |
| VMC | Buy | VULCAN MATLS CO | $66,000 | +65.0% | 357 | +85.0% | 0.03% | +72.2% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $66,000 | +4.8% | 948 | -0.1% | 0.03% | +6.9% |
| URI | Buy | UNITED RENTALS INC | $65,000 | +51.2% | 182 | +40.0% | 0.03% | +50.0% |
| MDT | New | MEDTRONIC PLC | $62,000 | – | 559 | +100.0% | 0.03% | – |
| WMT | Buy | WALMART INC | $62,000 | +82.4% | 413 | +78.0% | 0.03% | +81.2% |
| U | Buy | UNITY SOFTWARE INC | $62,000 | -17.3% | 628 | +19.8% | 0.03% | -17.1% |
| FB | Buy | META PLATFORMS INCcl a | $63,000 | +14.5% | 285 | +72.7% | 0.03% | +16.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $63,000 | +75.0% | 1,637 | +79.9% | 0.03% | +70.6% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $63,000 | +1.6% | 798 | +3.8% | 0.03% | 0.0% |
| IMCG | New | ISHARES TRmrgstr md cp grw | $63,000 | – | 979 | +100.0% | 0.03% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $58,000 | – | 440 | +100.0% | 0.03% | – |
| CLX | New | CLOROX CO DEL | $59,000 | – | 423 | +100.0% | 0.03% | – |
| GLW | Buy | CORNING INC | $59,000 | +40.5% | 1,604 | +42.7% | 0.03% | +42.1% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $55,000 | +77.4% | 403 | +81.5% | 0.03% | +85.7% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $55,000 | +71.9% | 553 | +88.7% | 0.03% | +73.3% |
| AMD | New | ADVANCED MICRO DEVICES INC | $55,000 | – | 505 | +100.0% | 0.03% | – |
| CVNA | Buy | CARVANA COcl a | $53,000 | +32.5% | 445 | +157.2% | 0.02% | +38.9% |
| WCC | New | WESCO INTL INC | $52,000 | – | 400 | +100.0% | 0.02% | – |
| PXD | Buy | PIONEER NAT RES CO | $51,000 | +37.8% | 204 | +1.0% | 0.02% | +41.2% |
| PFF | Buy | ISHARES TRpfd and incm sec | $52,000 | -5.5% | 1,431 | +1.9% | 0.02% | -4.0% |
| JPM | Buy | JPMORGAN CHASE &CO | $51,000 | +2.0% | 376 | +19.4% | 0.02% | +4.3% |
| EMR | Buy | EMERSON ELEC CO | $51,000 | +18.6% | 518 | +13.1% | 0.02% | +20.0% |
| CVS | Sell | CVS HEALTH CORP | $50,000 | -15.3% | 493 | -13.7% | 0.02% | -14.8% |
| HZNP | Buy | HORIZON THERAPEUTICS PUB L | $49,000 | -2.0% | 468 | +0.4% | 0.02% | 0.0% |
| CDW | Buy | CDW CORP | $49,000 | -12.5% | 275 | +0.7% | 0.02% | -11.5% |
| COP | Buy | CONOCOPHILLIPS | $49,000 | +206.2% | 488 | +120.8% | 0.02% | +228.6% |
| COST | New | COSTCO WHSL CORP NEW | $49,000 | – | 85 | +100.0% | 0.02% | – |
| PRU | Sell | PRUDENTIAL FINL INC | $50,000 | -2.0% | 419 | -10.5% | 0.02% | -4.2% |
| VLUE | Buy | ISHARES TRmsci usa value | $50,000 | +100.0% | 482 | +111.4% | 0.02% | +91.7% |
| ES | Buy | EVERSOURCE ENERGY | $49,000 | +2.1% | 557 | +5.3% | 0.02% | +4.5% |
| KO | Sell | COCA COLA CO | $49,000 | -49.0% | 784 | -51.4% | 0.02% | -47.7% |
| ADI | Buy | ANALOG DEVICES INC | $48,000 | – | 290 | +14400.0% | 0.02% | – |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $48,000 | -12.7% | 535 | -13.1% | 0.02% | -12.0% |
| CSL | New | CARLISLE COS INC | $47,000 | – | 190 | +100.0% | 0.02% | – |
| COUP | Buy | COUPA SOFTWARE INC | $47,000 | -28.8% | 467 | +12.3% | 0.02% | -26.7% |
| ALL | New | ALLSTATE CORP | $47,000 | – | 338 | +100.0% | 0.02% | – |
| LRCX | LAM RESEARCH CORP | $45,000 | -25.0% | 83 | 0.0% | 0.02% | -25.0% | |
| LLY | New | LILLY ELI &CO | $46,000 | – | 161 | +100.0% | 0.02% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $45,000 | +45.2% | 128 | +21.9% | 0.02% | +50.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $46,000 | +21.1% | 248 | +7.8% | 0.02% | +16.7% |
| VLO | Sell | VALERO ENERGY CORP | $44,000 | +33.3% | 435 | -1.6% | 0.02% | +33.3% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $42,000 | +90.9% | 413 | +100.5% | 0.02% | +100.0% |
| HUBS | New | HUBSPOT INC | $42,000 | – | 89 | +100.0% | 0.02% | – |
| TJX | New | TJX COS INC NEW | $42,000 | – | 694 | +100.0% | 0.02% | – |
| SPMB | Buy | SPDR SER TRportfli mortgage | $42,000 | 0.0% | 1,766 | +5.8% | 0.02% | +5.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $44,000 | +7.3% | 341 | +12.2% | 0.02% | +5.3% |
| TLS | TELOS CORP MD | $44,000 | -35.3% | 4,428 | 0.0% | 0.02% | -35.5% | |
| AVTR | Sell | AVANTOR INC | $42,000 | -19.2% | 1,237 | -0.2% | 0.02% | -16.7% |
| BK | Buy | BANK NEW YORK MELLON CORP | $44,000 | -10.2% | 892 | +5.8% | 0.02% | -13.0% |
| MNST | New | MONSTER BEVERAGE CORP NEW | $43,000 | – | 543 | +100.0% | 0.02% | – |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $40,000 | +263.6% | 67 | +294.1% | 0.02% | +280.0% |
| CF | Sell | CF INDS HLDGS INC | $40,000 | +29.0% | 388 | -12.6% | 0.02% | +35.7% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $41,000 | +5.1% | 560 | +4.3% | 0.02% | +5.6% |
| SHW | Buy | SHERWIN WILLIAMS CO | $41,000 | +46.4% | 164 | +105.0% | 0.02% | +46.2% |
| WFC | Buy | WELLS FARGO CO NEW | $41,000 | +4000.0% | 845 | +4870.6% | 0.02% | – |
| TEL | Buy | TE CONNECTIVITY LTD | $41,000 | -4.7% | 312 | +17.3% | 0.02% | -5.0% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $40,000 | -98.9% | 517 | -98.8% | 0.02% | -98.9% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $40,000 | +150.0% | 453 | +161.8% | 0.02% | +171.4% |
| ACN | Buy | ACCENTURE PLC IRELAND | $40,000 | +166.7% | 119 | +230.6% | 0.02% | +171.4% |
| NSC | Buy | NORFOLK SOUTHN CORP | $38,000 | -2.6% | 132 | +0.8% | 0.02% | 0.0% |
| CMBS | Buy | ISHARES TRcmbs etf | $39,000 | -2.5% | 790 | +4.8% | 0.02% | 0.0% |
| IWN | New | ISHARES TRrus 2000 val etf | $39,000 | – | 240 | +100.0% | 0.02% | – |
| KNG | Buy | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $38,000 | -2.6% | 691 | +1.3% | 0.02% | 0.0% |
| ABT | Buy | ABBOTT LABS | $39,000 | -13.3% | 326 | +0.9% | 0.02% | -14.3% |
| DHI | Buy | D R HORTON INC | $38,000 | -29.6% | 506 | +1.0% | 0.02% | -28.0% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $37,000 | -5.1% | 707 | +0.3% | 0.02% | -5.6% |
| C | Buy | CITIGROUP INC | $36,000 | – | 680 | +8400.0% | 0.02% | – |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $37,000 | +27.6% | 358 | +12.6% | 0.02% | +30.8% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $37,000 | +146.7% | 484 | +76.6% | 0.02% | +142.9% |
| HP | Buy | HELMERICH &PAYNE INC | $34,000 | +126.7% | 802 | +28.3% | 0.02% | +128.6% |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $35,000 | – | 139 | +100.0% | 0.02% | – |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $35,000 | -12.5% | 130 | -7.1% | 0.02% | -11.1% |
| FSK | Buy | FS KKR CAP CORP | $34,000 | +9.7% | 1,493 | +1.3% | 0.02% | +14.3% |
| DOV | Sell | DOVER CORP | $35,000 | -18.6% | 223 | -5.5% | 0.02% | -20.0% |
| GS | GOLDMAN SACHS GROUP INC | $35,000 | -12.5% | 105 | 0.0% | 0.02% | -11.1% | |
| KEY | Buy | KEYCORP | $34,000 | -2.9% | 1,528 | +2.3% | 0.02% | 0.0% |
| IP | Buy | INTERNATIONAL PAPER CO | $32,000 | +23.1% | 681 | +23.6% | 0.02% | +25.0% |
| IRM | New | IRON MTN INC NEW | $32,000 | – | 578 | +100.0% | 0.02% | – |
| XLC | Buy | SELECT SECTOR SPDR TR | $32,000 | +190.9% | 465 | +234.5% | 0.02% | +200.0% |
| NFLX | Buy | NETFLIX INC | $33,000 | +1550.0% | 87 | +2075.0% | 0.02% | +1400.0% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $33,000 | -38.9% | 437 | -29.1% | 0.02% | -40.0% |
| AVGO | Buy | BROADCOM INC | $32,000 | +966.7% | 51 | +920.0% | 0.02% | +1400.0% |
| FE | Buy | FIRSTENERGY CORP | $29,000 | +20.8% | 631 | +8.0% | 0.01% | +27.3% |
| SCHW | SCHWAB CHARLES CORP | $29,000 | 0.0% | 339 | 0.0% | 0.01% | +7.7% | |
| ETR | Buy | ENTERGY CORP NEW | $30,000 | +11.1% | 255 | +8.1% | 0.01% | +16.7% |
| INTC | Buy | INTEL CORP | $29,000 | +2800.0% | 587 | +2835.0% | 0.01% | – |
| EIX | Buy | EDISON INTL | $29,000 | +11.5% | 409 | +6.5% | 0.01% | +16.7% |
| PH | PARKER-HANNIFIN CORP | $30,000 | -11.8% | 107 | 0.0% | 0.01% | -12.5% | |
| MGV | New | VANGUARD WORLD FDmega cap val etf | $29,000 | – | 266 | +100.0% | 0.01% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $30,000 | – | 19 | +100.0% | 0.01% | – |
| CI | New | CIGNA CORP NEW | $30,000 | – | 125 | +100.0% | 0.01% | – |
| CBRE | New | CBRE GROUP INCcl a | $31,000 | – | 337 | +100.0% | 0.01% | – |
| BA | Buy | BOEING CO | $30,000 | +900.0% | 155 | +1092.3% | 0.01% | +1300.0% |
| BBY | Buy | BEST BUY INC | $30,000 | -9.1% | 333 | +2.8% | 0.01% | -6.7% |
| GOVT | New | ISHARES TRus treas bd etf | $31,000 | – | 1,263 | +100.0% | 0.01% | – |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $31,000 | -29.5% | 74 | 0.0% | 0.01% | -30.0% | |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $29,000 | – | 189 | +100.0% | 0.01% | – |
| KDP | Buy | KEURIG DR PEPPER INC | $30,000 | +3.4% | 798 | +1.4% | 0.01% | +7.7% |
| LULU | New | LULULEMON ATHLETICA INC | $29,000 | – | 79 | +100.0% | 0.01% | – |
| EXLS | New | EXLSERVICE HOLDINGS INC | $27,000 | – | 189 | +100.0% | 0.01% | – |
| WU | Buy | WESTERN UN CO | $28,000 | +27.3% | 1,495 | +20.1% | 0.01% | +30.0% |
| NEM | New | NEWMONT CORP | $28,000 | – | 357 | +100.0% | 0.01% | – |
| WH | New | WYNDHAM HOTELS &RESORTS INC | $27,000 | – | 322 | +100.0% | 0.01% | – |
| FGD | Sell | FIRST TR EXCHANGE TRADED FDdj glbl divid | $25,000 | -7.4% | 989 | -7.7% | 0.01% | 0.0% |
| SRE | Buy | SEMPRA | $26,000 | +36.8% | 156 | +6.8% | 0.01% | +33.3% |
| MAR | New | MARRIOTT INTL INC NEWcl a | $25,000 | – | 144 | +100.0% | 0.01% | – |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $26,000 | +4.0% | 2,314 | +16.8% | 0.01% | 0.0% |
| DHR | New | DANAHER CORPORATION | $26,000 | – | 89 | +100.0% | 0.01% | – |
| WDIV | Sell | SPDR INDEX SHS FDSs&p glbdiv etf | $25,000 | -3.8% | 364 | -6.9% | 0.01% | 0.0% |
| GM | Buy | GENERAL MTRS CO | $26,000 | -25.7% | 597 | +0.3% | 0.01% | -25.0% |
| WRK | Buy | WESTROCK CO | $25,000 | +25.0% | 531 | +15.9% | 0.01% | +33.3% |
| OGE | Buy | OGE ENERGY CORP | $25,000 | +13.6% | 610 | +8.5% | 0.01% | +20.0% |
| ORLY | New | OREILLY AUTOMOTIVE INC | $26,000 | – | 38 | +100.0% | 0.01% | – |
| New | PHILLIPS EDISON &CO INC | $26,000 | – | 762 | +100.0% | 0.01% | – | |
| CPT | New | CAMDEN PPTY TRsh ben int | $25,000 | – | 150 | +100.0% | 0.01% | – |
| LRGF | New | ISHARES TRmsci usa multift | $25,000 | – | 553 | +100.0% | 0.01% | – |
| AVY | AVERY DENNISON CORP | $26,000 | -21.2% | 152 | 0.0% | 0.01% | -20.0% | |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $26,000 | -46.9% | 138 | -36.4% | 0.01% | -47.8% |
| CTXS | New | CITRIX SYS INC | $23,000 | – | 223 | +100.0% | 0.01% | – |
| PKG | Buy | PACKAGING CORP AMER | $24,000 | +26.3% | 152 | +8.6% | 0.01% | +22.2% |
| DTE | Buy | DTE ENERGY CO | $24,000 | +26.3% | 183 | +12.3% | 0.01% | +22.2% |
| TPR | New | TAPESTRY INC | $23,000 | – | 626 | +100.0% | 0.01% | – |
| ATR | New | APTARGROUP INC | $23,000 | – | 198 | +100.0% | 0.01% | – |
| AMAT | New | APPLIED MATLS INC | $24,000 | – | 184 | +100.0% | 0.01% | – |
| PNW | Buy | PINNACLE WEST CAP CORP | $23,000 | +35.3% | 291 | +19.8% | 0.01% | +37.5% |
| SF | New | STIFEL FINL CORP | $23,000 | – | 337 | +100.0% | 0.01% | – |
| LOW | New | LOWES COS INC | $23,000 | – | 116 | +100.0% | 0.01% | – |
| CINF | Buy | CINCINNATI FINL CORP | $23,000 | +35.3% | 168 | +10.5% | 0.01% | +37.5% |
| BWA | New | BORGWARNER INC | $23,000 | – | 588 | +100.0% | 0.01% | – |
| LNT | Buy | ALLIANT ENERGY CORP | $22,000 | +15.8% | 351 | +12.5% | 0.01% | +11.1% |
| IVZ | Buy | INVESCO LTD | $22,000 | +15.8% | 952 | +16.8% | 0.01% | +11.1% |
| INTU | New | INTUIT | $22,000 | – | 46 | +100.0% | 0.01% | – |
| MCD | Buy | MCDONALDS CORP | $22,000 | -4.3% | 90 | +5.9% | 0.01% | -9.1% |
| ARW | New | ARROW ELECTRS INC | $22,000 | – | 186 | +100.0% | 0.01% | – |
| FTNT | New | FORTINET INC | $21,000 | – | 61 | +100.0% | 0.01% | – |
| CRY | ARTIVION INC | $21,000 | +5.0% | 1,000 | 0.0% | 0.01% | +11.1% | |
| FTA | Buy | FIRST TR LRG CP VL ALPHADEX | $22,000 | 0.0% | 314 | +1.6% | 0.01% | 0.0% |
| VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $22,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| GPC | Buy | GENUINE PARTS CO | $21,000 | +5.0% | 162 | +11.0% | 0.01% | +11.1% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $21,000 | -8.7% | 697 | +0.3% | 0.01% | -9.1% |
| CMS | Buy | CMS ENERGY CORP | $21,000 | +16.7% | 300 | +10.7% | 0.01% | +25.0% |
| LMT | Sell | LOCKHEED MARTIN CORP | $22,000 | -70.7% | 51 | -75.8% | 0.01% | -71.4% |
| LHCG | New | LHC GROUP INC | $22,000 | – | 132 | +100.0% | 0.01% | – |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $22,000 | -18.5% | 249 | +4.2% | 0.01% | -16.7% |
| FALN | Sell | ISHARES TRfaln angls usd | $21,000 | -47.5% | 767 | -42.0% | 0.01% | -44.4% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $21,000 | – | 211 | +100.0% | 0.01% | – |
| AGCO | New | AGCO CORP | $20,000 | – | 134 | +100.0% | 0.01% | – |
| DAR | Buy | DARLING INGREDIENTS INC | $20,000 | +233.3% | 244 | +187.1% | 0.01% | +200.0% |
| DIV | Sell | GLOBAL X FDSglobx supdv us | $20,000 | -9.1% | 968 | -10.4% | 0.01% | -10.0% |
| ILCG | New | ISHARES TRmorningstar grwt | $20,000 | – | 314 | +100.0% | 0.01% | – |
| KHC | Buy | KRAFT HEINZ CO | $19,000 | +11.8% | 475 | +1.1% | 0.01% | +12.5% |
| LEG | Buy | LEGGETT &PLATT INC | $20,000 | +5.3% | 565 | +23.6% | 0.01% | 0.0% |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $19,000 | – | 42 | +100.0% | 0.01% | – |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $19,000 | -20.8% | 168 | -20.8% | 0.01% | -18.2% |
| VIAC | Buy | PARAMOUNT GLOBAL | $19,000 | +46.2% | 514 | +18.7% | 0.01% | +50.0% |
| GRMN | Buy | GARMIN LTD | $20,000 | +5.3% | 169 | +20.7% | 0.01% | 0.0% |
| PCH | New | POTLATCHDELTIC CORPORATION | $18,000 | – | 348 | +100.0% | 0.01% | – |
| SON | New | SONOCO PRODS CO | $17,000 | – | 268 | +100.0% | 0.01% | – |
| RBC | Buy | REGAL REXNORD CORPORATION | $18,000 | +100.0% | 122 | +121.8% | 0.01% | +100.0% |
| ASB | New | ASSOCIATED BANC CORP | $17,000 | – | 748 | +100.0% | 0.01% | – |
| CACI | CACI INTL INCcl a | $18,000 | +12.5% | 59 | 0.0% | 0.01% | +14.3% | |
| GGG | New | GRACO INC | $18,000 | – | 252 | +100.0% | 0.01% | – |
| EDIV | SPDR INDEX SHS FDSs&p em mkt div | $17,000 | 0.0% | 577 | 0.0% | 0.01% | 0.0% | |
| FDT | Buy | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $17,000 | +21.4% | 300 | +29.9% | 0.01% | +33.3% |
| R | New | RYDER SYS INC | $14,000 | – | 180 | +100.0% | 0.01% | – |
| ASH | New | ASHLAND GLOBAL HLDGS INC | $15,000 | – | 150 | +100.0% | 0.01% | – |
| GNTX | New | GENTEX CORP | $14,000 | – | 469 | +100.0% | 0.01% | – |
| GLPI | GAMING &LEISURE PPTYS INC | $14,000 | 0.0% | 294 | 0.0% | 0.01% | +16.7% | |
| CASY | New | CASEYS GEN STORES INC | $16,000 | – | 82 | +100.0% | 0.01% | – |
| WK | New | WORKIVA INC | $15,000 | – | 126 | +100.0% | 0.01% | – |
| TTEK | New | TETRA TECH INC NEW | $16,000 | – | 97 | +100.0% | 0.01% | – |
| EHC | New | ENCOMPASS HEALTH CORP | $14,000 | – | 193 | +100.0% | 0.01% | – |
| FDS | New | FACTSET RESH SYS INC | $16,000 | – | 37 | +100.0% | 0.01% | – |
| New | CONSTELLATION ENERGY CORP | $15,000 | – | 267 | +100.0% | 0.01% | – | |
| WFIG | WISDOMTREE TRus corp bond fd | $14,000 | -12.5% | 293 | 0.0% | 0.01% | 0.0% | |
| MUB | Sell | ISHARES TRnational mun etf | $16,000 | -15.8% | 146 | -8.8% | 0.01% | -22.2% |
| MPW | New | MEDICAL PPTYS TRUST INC | $13,000 | – | 634 | +100.0% | 0.01% | – |
| Sell | AIM ETF PRODUCTS TRUSTallianzim us lrg | $13,000 | -99.8% | 499 | -99.8% | 0.01% | -99.8% | |
| WFHY | WISDOMTREE TRus hgh yld corp | $12,000 | -7.7% | 243 | 0.0% | 0.01% | 0.0% | |
| AFG | New | AMERICAN FINL GROUP INC OHIO | $12,000 | – | 85 | +100.0% | 0.01% | – |
| MRNA | New | MODERNA INC | $12,000 | – | 69 | +100.0% | 0.01% | – |
| TXRH | New | TEXAS ROADHOUSE INC | $13,000 | – | 156 | +100.0% | 0.01% | – |
| NVT | New | NVENT ELECTRIC PLC | $12,000 | – | 358 | +100.0% | 0.01% | – |
| AGG | New | ISHARES TRcore us aggbd et | $13,000 | – | 124 | +100.0% | 0.01% | – |
| FTC | Buy | FIRST TRUST LRGCP GWT ALPHAD | $13,000 | -13.3% | 126 | +0.8% | 0.01% | -14.3% |
| ORCL | Buy | ORACLE CORP | $12,000 | +1100.0% | 139 | +717.6% | 0.01% | – |
| PYPL | Buy | PAYPAL HLDGS INC | $12,000 | +1100.0% | 100 | +1900.0% | 0.01% | – |
| NKE | New | NIKE INCcl b | $10,000 | – | 76 | +100.0% | 0.01% | – |
| EFA | New | ISHARES TRmsci eafe etf | $10,000 | – | 141 | +100.0% | 0.01% | – |
| PNFP | New | PINNACLE FINL PARTNERS INC | $11,000 | – | 120 | +100.0% | 0.01% | – |
| TIP | Sell | ISHARES TRtips bd etf | $10,000 | -76.2% | 84 | -73.9% | 0.01% | -73.7% |
| FAAR | Sell | FIRST TR EXCHANGE TRAD FD VIalt abslt strg | $11,000 | 0.0% | 323 | -14.1% | 0.01% | 0.0% |
| JEF | New | JEFFERIES FINL GROUP INC | $11,000 | – | 342 | +100.0% | 0.01% | – |
| JLL | New | JONES LANG LASALLE INC | $10,000 | – | 41 | +100.0% | 0.01% | – |
| CHDN | New | CHURCHILL DOWNS INC | $10,000 | – | 47 | +100.0% | 0.01% | – |
| ITT | New | ITT INC | $11,000 | – | 151 | +100.0% | 0.01% | – |
| STLD | New | STEEL DYNAMICS INC | $11,000 | – | 137 | +100.0% | 0.01% | – |
| SBNY | New | SIGNATURE BK NEW YORK N Y | $10,000 | – | 35 | +100.0% | 0.01% | – |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $10,000 | +100.0% | 132 | +100.0% | 0.01% | +150.0% |
| TSCO | TRACTOR SUPPLY CO | $8,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| FMF | Buy | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $9,000 | +12.5% | 187 | +3.3% | 0.00% | 0.0% |
| HUBB | New | HUBBELL INC | $9,000 | – | 51 | +100.0% | 0.00% | – |
| NVST | ENVISTA HOLDINGS CORPORATION | $9,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% | |
| Sell | GENERAL ELECTRIC CO | $8,000 | -11.1% | 82 | -8.9% | 0.00% | 0.0% | |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $8,000 | +60.0% | 171 | +66.0% | 0.00% | +100.0% |
| IGF | ISHARES TRglb infrastr etf | $8,000 | +14.3% | 154 | 0.0% | 0.00% | +33.3% | |
| EL | New | LAUDER ESTEE COS INCcl a | $9,000 | – | 33 | +100.0% | 0.00% | – |
| FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $8,000 | 0.0% | 137 | +7.9% | 0.00% | 0.0% |
| ZTS | Buy | ZOETIS INCcl a | $8,000 | -11.1% | 44 | +22.2% | 0.00% | 0.0% |
| IXN | Buy | ISHARES TRglobal tech etf | $8,000 | +60.0% | 131 | +67.9% | 0.00% | +100.0% |
| TTC | New | TORO CO | $9,000 | – | 110 | +100.0% | 0.00% | – |
| NSIT | New | INSIGHT ENTERPRISES INC | $8,000 | – | 71 | +100.0% | 0.00% | – |
| GWW | Buy | GRAINGER W W INC | $8,000 | 0.0% | 16 | +6.7% | 0.00% | 0.0% |
| FEP | Sell | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $9,000 | -47.1% | 242 | -38.6% | 0.00% | -50.0% |
| HASI | Buy | HANNON ARMSTRONG SUST INFR C | $8,000 | +14.3% | 169 | +31.0% | 0.00% | +33.3% |
| LSXMK | LIBERTY MEDIA CORP DEL | $6,000 | -14.3% | 141 | 0.0% | 0.00% | 0.0% | |
| IWO | New | ISHARES TRrus 2000 grw etf | $7,000 | – | 28 | +100.0% | 0.00% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $6,000 | – | 466 | +100.0% | 0.00% | – |
| INVENTRUST PPTYS CORP | $7,000 | +16.7% | 215 | 0.0% | 0.00% | 0.0% | ||
| VIXM | Sell | PROSHARES TR IIvix mdtrm futr n | $7,000 | -99.9% | 218 | -99.9% | 0.00% | -99.9% |
| XBI | SPDR SER TRs&p biotech | $7,000 | -22.2% | 80 | 0.0% | 0.00% | -25.0% | |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $7,000 | 0.0% | 144 | +5.1% | 0.00% | 0.0% |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $6,000 | +500.0% | 135 | +487.0% | 0.00% | – |
| SAFM | New | SANDERSON FARMS INC | $6,000 | – | 34 | +100.0% | 0.00% | – |
| FEM | Buy | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $6,000 | -14.3% | 258 | +0.8% | 0.00% | 0.0% |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $6,000 | – | 77 | +100.0% | 0.00% | – |
| FNX | Buy | FIRST TR MID CAP CORE ALPHAD | $7,000 | 0.0% | 68 | +3.0% | 0.00% | 0.0% |
| TOL | New | TOLL BROTHERS INC | $6,000 | – | 138 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $6,000 | – | 60 | +100.0% | 0.00% | – |
| DXCM | New | DEXCOM INC | $6,000 | – | 12 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $7,000 | – | 12 | +100.0% | 0.00% | – |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $6,000 | – | 68 | +1260.0% | 0.00% | – |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $7,000 | -75.9% | 229 | -71.2% | 0.00% | -76.9% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $7,000 | -99.8% | 106 | -99.8% | 0.00% | -99.8% |
| AZAL | Sell | AIM ETF PRODUCTS TRUSTus lrg cap buf10 | $7,000 | -99.9% | 251 | -99.8% | 0.00% | -99.9% |
| LPX | New | LOUISIANA PAC CORP | $7,000 | – | 108 | +100.0% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC DEL | $5,000 | – | 126 | +100.0% | 0.00% | – |
| VRSK | Buy | VERISK ANALYTICS INC | $4,000 | +300.0% | 17 | +183.3% | 0.00% | – |
| YUM | Buy | YUM BRANDS INC | $5,000 | +400.0% | 46 | +557.1% | 0.00% | – |
| HSY | HERSHEY CO | $5,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| MMC | Buy | MARSH &MCLENNAN COS INC | $5,000 | +150.0% | 31 | +181.8% | 0.00% | +100.0% |
| UBER | New | UBER TECHNOLOGIES INC | $5,000 | – | 127 | +100.0% | 0.00% | – |
| DG | New | DOLLAR GEN CORP NEW | $5,000 | – | 23 | +100.0% | 0.00% | – |
| ROKU | New | ROKU INC | $4,000 | – | 32 | +100.0% | 0.00% | – |
| DPZ | DOMINOS PIZZA INC | $4,000 | -20.0% | 9 | 0.0% | 0.00% | 0.0% | |
| TTD | New | THE TRADE DESK INC | $4,000 | – | 64 | +100.0% | 0.00% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $5,000 | – | 43 | +100.0% | 0.00% | – |
| MASI | New | MASIMO CORP | $4,000 | – | 25 | +100.0% | 0.00% | – |
| TEX | New | TEREX CORP NEW | $4,000 | – | 104 | +100.0% | 0.00% | – |
| ETSY | New | ETSY INC | $4,000 | – | 34 | +100.0% | 0.00% | – |
| SHV | Buy | ISHARES TRshort treas bd | $5,000 | +25.0% | 46 | +21.1% | 0.00% | 0.0% |
| SNOW | New | SNOWFLAKE INCcl a | $4,000 | – | 19 | +100.0% | 0.00% | – |
| EVR | New | EVERCORE INCclass a | $5,000 | – | 41 | +100.0% | 0.00% | – |
| QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $4,000 | +100.0% | 38 | +90.0% | 0.00% | +100.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $5,000 | +25.0% | 17 | +30.8% | 0.00% | 0.0% |
| BKNG | New | BOOKING HOLDINGS INC | $5,000 | – | 2 | +100.0% | 0.00% | – |
| FXN | Buy | FIRST TR EXCHANGE TRADED FDenergy alphadx | $4,000 | +100.0% | 261 | +33.8% | 0.00% | +100.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $4,000 | +100.0% | 46 | +100.0% | 0.00% | +100.0% |
| ATRC | New | ATRICURE INC | $5,000 | – | 75 | +100.0% | 0.00% | – |
| LEA | New | LEAR CORP | $4,000 | – | 31 | +100.0% | 0.00% | – |
| BURL | New | BURLINGTON STORES INC | $4,000 | – | 22 | +100.0% | 0.00% | – |
| ADSK | New | AUTODESK INC | $4,000 | – | 20 | +100.0% | 0.00% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $5,000 | – | 65 | +100.0% | 0.00% | – |
| CWEN | New | CLEARWAY ENERGY INCcl c | $5,000 | – | 139 | +100.0% | 0.00% | – |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,000 | -99.9% | 31 | -99.8% | 0.00% | -99.9% |
| ALKS | New | ALKERMES PLC | $5,000 | – | 181 | +100.0% | 0.00% | – |
| DDOG | New | DATADOG INC | $5,000 | – | 31 | +100.0% | 0.00% | – |
| FTXO | Buy | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $5,000 | 0.0% | 145 | +3.6% | 0.00% | 0.0% |
| RDNT | RADNET INC | $2,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| RNST | New | RENASANT CORP | $2,000 | – | 47 | +100.0% | 0.00% | – |
| PEBO | New | PEOPLES BANCORP INC | $2,000 | – | 62 | +100.0% | 0.00% | – |
| SPSC | New | SPS COMM INC | $2,000 | – | 13 | +100.0% | 0.00% | – |
| GT | New | GOODYEAR TIRE &RUBR CO | $2,000 | – | 117 | +100.0% | 0.00% | – |
| PTON | New | PELOTON INTERACTIVE INC | $3,000 | – | 117 | +100.0% | 0.00% | – |
| LAND | New | GLADSTONE LD CORP | $2,000 | – | 58 | +100.0% | 0.00% | – |
| THRM | New | GENTHERM INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
| PDP | INVESCO EXCHANGE TRADED FD Tdwa momentum | $3,000 | -25.0% | 42 | 0.0% | 0.00% | -50.0% | |
| ISBC | New | INVESTORS BANCORP INC NEW | $3,000 | – | 196 | +100.0% | 0.00% | – |
| GATX | New | GATX CORP | $2,000 | – | 14 | +100.0% | 0.00% | – |
| FWRD | New | FORWARD AIR CORP | $3,000 | – | 26 | +100.0% | 0.00% | – |
| PNC | Buy | PNC FINL SVCS GROUP INC | $3,000 | +200.0% | 14 | +180.0% | 0.00% | – |
| FTSM | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $3,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| TDIV | New | FIRST TR EXCHANGE-TRADED FDnasd tech div | $2,000 | – | 41 | +100.0% | 0.00% | – |
| LGOV | FIRST TR EXCHANGE-TRADED FDlng dur oprtun | $2,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
| SP | Buy | SP PLUS CORP | $3,000 | +200.0% | 100 | +233.3% | 0.00% | – |
| SAIA | New | SAIA INC | $2,000 | – | 8 | +100.0% | 0.00% | – |
| SBH | New | SALLY BEAUTY HLDGS INC | $2,000 | – | 108 | +100.0% | 0.00% | – |
| DVY | New | ISHARES TRselect divid etf | $3,000 | – | 27 | +100.0% | 0.00% | – |
| FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $3,000 | – | 27 | +100.0% | 0.00% | – |
| FXD | Sell | FIRST TR EXCHANGE TRADED FDconsumr discre | $3,000 | -25.0% | 56 | -21.1% | 0.00% | -50.0% |
| NCBS | New | NICOLET BANKSHARES INC | $2,000 | – | 17 | +100.0% | 0.00% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $2,000 | – | 6 | +100.0% | 0.00% | – |
| ETH | New | ETHAN ALLEN INTERIORS INC | $2,000 | – | 86 | +100.0% | 0.00% | – |
| RUN | New | SUNRUN INC | $3,000 | – | 87 | +100.0% | 0.00% | – |
| SHO | New | SUNSTONE HOTEL INVS INC NEW | $3,000 | – | 225 | +100.0% | 0.00% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $2,000 | – | 25 | +100.0% | 0.00% | – |
| ENSG | New | ENSIGN GROUP INC | $2,000 | – | 18 | +100.0% | 0.00% | – |
| NPO | New | ENPRO INDS INC | $2,000 | – | 23 | +100.0% | 0.00% | – |
| IWC | New | ISHARES TRmicro-cap etf | $3,000 | – | 22 | +100.0% | 0.00% | – |
| TXN | Sell | TEXAS INSTRS INC | $3,000 | -93.5% | 17 | -93.1% | 0.00% | -95.2% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $2,000 | -81.8% | 31 | -83.3% | 0.00% | -80.0% |
| DEI | New | DOUGLAS EMMETT INC | $2,000 | – | 72 | +100.0% | 0.00% | – |
| TRMK | New | TRUSTMARK CORP | $2,000 | – | 79 | +100.0% | 0.00% | – |
| DISCA | Buy | DISCOVERY INC | $2,000 | +100.0% | 72 | +213.0% | 0.00% | – |
| UGI | New | UGI CORP NEW | $3,000 | – | 90 | +100.0% | 0.00% | – |
| UPS | UNITED PARCEL SERVICE INCcl b | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| DLX | New | DELUXE CORP | $2,000 | – | 53 | +100.0% | 0.00% | – |
| DK | New | DELEK US HLDGS INC NEW | $2,000 | – | 109 | +100.0% | 0.00% | – |
| VLY | New | VALLEY NATL BANCORP | $2,000 | – | 124 | +100.0% | 0.00% | – |
| CVLT | New | COMMVAULT SYS INC | $3,000 | – | 39 | +100.0% | 0.00% | – |
| NET | New | CLOUDFLARE INC | $2,000 | – | 20 | +100.0% | 0.00% | – |
| KBR | New | KBR INC | $2,000 | – | 31 | +100.0% | 0.00% | – |
| CAKE | New | CHEESECAKE FACTORY INC | $3,000 | – | 68 | +100.0% | 0.00% | – |
| CHX | New | CHAMPIONX CORPORATION | $3,000 | – | 105 | +100.0% | 0.00% | – |
| MMS | New | MAXIMUS INC | $2,000 | – | 27 | +100.0% | 0.00% | – |
| CSTR | New | CAPSTAR FINL HLDGS INC | $2,000 | – | 107 | +100.0% | 0.00% | – |
| ELY | New | CALLAWAY GOLF CO | $2,000 | – | 70 | +100.0% | 0.00% | – |
| CVGW | New | CALAVO GROWERS INC | $2,000 | – | 42 | +100.0% | 0.00% | – |
| KREF | Buy | KKR REAL ESTATE FIN TR INC | $3,000 | +200.0% | 158 | +203.8% | 0.00% | – |
| BY | New | BYLINE BANCORP INC | $2,000 | – | 84 | +100.0% | 0.00% | – |
| BWB | New | BRIDGEWATER BANCSHARES INC | $2,000 | – | 134 | +100.0% | 0.00% | – |
| BDN | New | BRANDYWINE RLTY TRsh ben int new | $2,000 | – | 158 | +100.0% | 0.00% | – |
| VB | VANGUARD INDEX FDSsmall cp etf | $2,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| VRNT | New | VERINT SYS INC | $2,000 | – | 43 | +100.0% | 0.00% | – |
| TECH | New | BIO-TECHNE CORP | $3,000 | – | 6 | +100.0% | 0.00% | – |
| BDX | Buy | BECTON DICKINSON &CO | $3,000 | +50.0% | 10 | +66.7% | 0.00% | 0.0% |
| B | New | BARNES GROUP INC | $3,000 | – | 72 | +100.0% | 0.00% | – |
| CAR | New | AVIS BUDGET GROUP | $3,000 | – | 13 | +100.0% | 0.00% | – |
| ADM | ARCHER DANIELS MIDLAND CO | $2,000 | +100.0% | 18 | 0.0% | 0.00% | – | |
| AIT | New | APPLIED INDL TECHNOLOGIES IN | $2,000 | – | 24 | +100.0% | 0.00% | – |
| LKFN | New | LAKELAND FINL CORP | $2,000 | – | 34 | +100.0% | 0.00% | – |
| BATRK | Buy | LIBERTY MEDIA CORP DEL | $2,000 | – | 79 | +558.3% | 0.00% | – |
| BATRA | Buy | LIBERTY MEDIA CORP DEL | $2,000 | – | 68 | +1260.0% | 0.00% | – |
| MDC | New | M D C HLDGS INC | $2,000 | – | 40 | +100.0% | 0.00% | – |
| AZBA | Sell | AIM ETF PRODUCTS TRUSTus lrg cp buf20 | $3,000 | -99.9% | 114 | -99.9% | 0.00% | -99.9% |
| AMG | New | AFFILIATED MANAGERS GROUP IN | $2,000 | – | 12 | +100.0% | 0.00% | – |
| ACIW | New | ACI WORLDWIDE INC | $2,000 | – | 63 | +100.0% | 0.00% | – |
| AKR | New | ACADIA RLTY TR | $2,000 | – | 104 | +100.0% | 0.00% | – |
| PRTA | New | PROTHENA CORP PLC | $2,000 | – | 48 | +100.0% | 0.00% | – |
| INVA | New | INNOVIVA INC | $3,000 | – | 170 | +100.0% | 0.00% | – |
| POR | New | PORTLAND GEN ELEC CO | $3,000 | – | 63 | +100.0% | 0.00% | – |
| PAHC | New | PHIBRO ANIMAL HEALTH CORP | $3,000 | – | 152 | +100.0% | 0.00% | – |
| POWI | New | POWER INTEGRATIONS INC | $3,000 | – | 28 | +100.0% | 0.00% | – |
| PRIM | New | PRIMORIS SVCS CORP | $2,000 | – | 74 | +100.0% | 0.00% | – |
| HLI | New | HOULIHAN LOKEY INCcl a | $2,000 | – | 23 | +100.0% | 0.00% | – |
| TOLZ | New | PROSHARES TRdj brkfld glb | $3,000 | – | 62 | +100.0% | 0.00% | – |
| PUMP | New | PROPETRO HLDG CORP | $3,000 | – | 195 | +100.0% | 0.00% | – |
| HMTV | New | HEMISPHERE MEDIA GROUP INCcl a | $2,000 | – | 377 | +100.0% | 0.00% | – |
| NTLA | New | INTELLIA THERAPEUTICS INC | $3,000 | – | 45 | +100.0% | 0.00% | – |
| Y | Exit | ALLEGHANY CORP MD | $0 | – | -1 | -100.0% | 0.00% | – |
| CROX | New | CROCS INC | $0 | – | 2 | +100.0% | 0.00% | – |
| FDIV | FIRST TR EXCHANGE-TRADED FDhigh incm strgc | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| COWN | New | COWEN INCcl a new | $1,000 | – | 22 | +100.0% | 0.00% | – |
| ITRI | New | ITRON INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -2 | -100.0% | 0.00% | – |
| HALO | New | HALOZYME THERAPEUTICS INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| OMCL | New | OMNICELL COM | $0 | – | 1 | +100.0% | 0.00% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | -14 | -100.0% | 0.00% | – |
| NEOG | New | NEOGEN CORP | $0 | – | 12 | +100.0% | 0.00% | – |
| LIVN | New | LIVANOVA PLC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| SYK | STRYKER CORPORATION | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| ARKF | ARK ETF TRfintech innova | $0 | – | 3 | 0.0% | 0.00% | – | |
| GDYN | New | GRID DYNAMICS HLDGS INCcl a | $1,000 | – | 51 | +100.0% | 0.00% | – |
| Sell | SYLVAMO CORP | $1,000 | 0.0% | 26 | -33.3% | 0.00% | – | |
| SYF | SYNCHRONY FINANCIAL | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| HRL | Buy | HORMEL FOODS CORP | $1,000 | – | 18 | +200.0% | 0.00% | – |
| ARKW | ARK ETF TRnext gnrtn inter | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| New | TRINSEO PLC | $1,000 | – | 31 | +100.0% | 0.00% | – | |
| WIRE | New | ENCORE WIRE CORP | $0 | – | 3 | +100.0% | 0.00% | – |
| EME | New | EMCOR GROUP INC | $1,000 | – | 11 | +100.0% | 0.00% | – |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,000 | -98.1% | 16 | -95.0% | 0.00% | -100.0% |
| OGN | Buy | ORGANON &CO | $1,000 | 0.0% | 28 | +3.7% | 0.00% | – |
| IWL | ISHARES TRrus top 200 etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| ARKG | ARK ETF TRgenomic rev etf | $0 | – | 3 | 0.0% | 0.00% | – | |
| DVAX | New | DYNAVAX TECHNOLOGIES CORP | $1,000 | – | 115 | +100.0% | 0.00% | – |
| APG | New | API GROUP CORP | $0 | – | 17 | +100.0% | 0.00% | – |
| TXT | TEXTRON INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| DJD | Exit | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $0 | – | -1 | -100.0% | 0.00% | – |
| MSGS | Exit | MADISON SQUARE GRDN SPRT CORcl a | $0 | – | -4 | -100.0% | 0.00% | – |
| AOK | ISHARES TRconser alloc etf | $0 | – | 6 | 0.0% | 0.00% | – | |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,000 | -96.4% | 19 | -94.9% | 0.00% | -100.0% |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -2 | -100.0% | 0.00% | – |
| IIVI | New | II-VI INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
| SAGE | Exit | SAGE THERAPEUTICS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| UMBF | New | UMB FINL CORP | $1,000 | – | 15 | +100.0% | 0.00% | – |
| DIOD | New | DIODES INC | $0 | – | 2 | +100.0% | 0.00% | – |
| JOE | New | ST JOE CO | $0 | – | 7 | +100.0% | 0.00% | – |
| WAB | Exit | WABTEC | $0 | – | -2 | -100.0% | 0.00% | – |
| OXM | New | OXFORD INDS INC | $0 | – | 4 | +100.0% | 0.00% | – |
| CTRN | Buy | CITI TRENDS INC | $1,000 | 0.0% | 38 | +442.9% | 0.00% | – |
| LDUR | Exit | PIMCO ETF TRenhncd lw dur ac | $0 | – | -3 | -100.0% | 0.00% | – |
| MSGE | Exit | MADISON SQUARE GRDN ENTERTNMcl a | $0 | – | -6 | -100.0% | 0.00% | – |
| F | Buy | FORD MTR CO DEL | $1,000 | 0.0% | 58 | +1.8% | 0.00% | – |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,000 | -75.0% | 4 | -71.4% | 0.00% | -100.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,000 | -100.0% | 4 | -100.0% | 0.00% | -100.0% |
| OEF | ISHARES TRs&p 100 etf | $0 | – | 2 | 0.0% | 0.00% | – | |
| MLPA | GLOBAL X FDSglbl x mlp etf | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| FWONA | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -13 | -100.0% | 0.00% | – |
| VTRS | VIATRIS INC | $1,000 | 0.0% | 72 | 0.0% | 0.00% | – | |
| BLUE | New | BLUEBIRD BIO INC | $0 | – | 56 | +100.0% | 0.00% | – |
| BL | New | BLACKLINE INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
| CBOE | Exit | CBOE GLOBAL MKTS INC | $0 | – | -9 | -100.0% | 0.00% | – |
| GBL | Exit | GAMCO INVS INC | $0 | – | -54 | -100.0% | 0.00% | – |
| PBCT | PEOPLES UNITED FINANCIAL INC | $1,000 | – | 28 | 0.0% | 0.00% | – | |
| New | SHELL PLCspon ads | $1,000 | – | 14 | +100.0% | 0.00% | – | |
| KE | New | KIMBALL ELECTRONICS INC | $0 | – | 23 | +100.0% | 0.00% | – |
| ZG | Exit | ZILLOW GROUP INCcl a | $0 | – | 0 | +100.0% | 0.00% | – |
| DIVO | Sell | AMPLIFY ETF TRcwp enhanced div | $0 | – | 0 | -100.0% | 0.00% | – |
| Sell | KYNDRYL HLDGS INC | $1,000 | 0.0% | 45 | -15.1% | 0.00% | – | |
| RVP | Buy | RETRACTABLE TECHNOLOGIES INC | $1,000 | – | 155 | +496.2% | 0.00% | – |
| AEO | New | AMERICAN EAGLE OUTFITTERS IN | $0 | – | 22 | +100.0% | 0.00% | – |
| LFUS | New | LITTELFUSE INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| AAL | AMERICAN AIRLS GROUP INC | $0 | – | 11 | 0.0% | 0.00% | – | |
| ALTR | New | ALTAIR ENGR INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| SHOO | New | MADDEN STEVEN LTD | $0 | – | 10 | +100.0% | 0.00% | – |
| AA | ALCOA CORP | $1,000 | – | 6 | 0.0% | 0.00% | – | |
| M | New | MACYS INC | $1,000 | – | 46 | +100.0% | 0.00% | – |
| Buy | XERIS BIOPHARMA HOLDINGS INC | $1,000 | – | 329 | +363.4% | 0.00% | – | |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $0 | -100.0% | 18 | -99.4% | 0.00% | -100.0% |
| HGV | New | HILTON GRAND VACATIONS INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
| HAL | HALLIBURTON CO | $0 | – | 10 | 0.0% | 0.00% | – | |
| New | ZURN WATER SOLUTIONS CORP | $1,000 | – | 17 | +100.0% | 0.00% | – | |
| PRFT | New | PERFICIENT INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| QTWO | New | Q2 HLDGS INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| AZAA | Sell | AIM ETF PRODUCTS TRUSTus lrg cp buf10 | $1,000 | -50.0% | 45 | -35.7% | 0.00% | -100.0% |
| PKI | PERKINELMER INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| SCHR | New | SCHWAB STRATEGIC TRintrm trm tres | $0 | – | 7 | +100.0% | 0.00% | – |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $0 | – | 0 | -100.0% | 0.00% | – |
| FDM | New | FIRST TR DOW JONES SELECT MI | $0 | – | 1 | +100.0% | 0.00% | – |
| FPX | Sell | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $1,000 | -66.7% | 9 | -62.5% | 0.00% | -100.0% |
| NWE | NORTHWESTERN CORP | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| RMBS | New | RAMBUS INC DEL | $0 | – | 15 | +100.0% | 0.00% | – |
| SEM | New | SELECT MED HLDGS CORP | $0 | – | 14 | +100.0% | 0.00% | – |
| IGIB | New | ISHARES TR | $0 | – | 1 | +100.0% | 0.00% | – |
| SXT | New | SENSIENT TECHNOLOGIES CORP | $0 | – | 5 | +100.0% | 0.00% | – |
| FPXI | Sell | FIRST TR EXCHANGE TRADED FDintl equity opp | $0 | – | 0 | -100.0% | 0.00% | – |
| EVLO | Buy | EVELO BIOSCIENCES INC | $1,000 | – | 235 | +1019.0% | 0.00% | – |
| TLH | New | ISHARES TR10-20 yr trs etf | $0 | – | 1 | +100.0% | 0.00% | – |
| SLAB | New | SILICON LABORATORIES INC | $0 | – | 1 | +100.0% | 0.00% | – |
| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -32 | -100.0% | -0.00% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -23 | -100.0% | -0.00% | – |
| SPGP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $0 | – | -30 | -100.0% | -0.00% | – |
| WEN | Exit | WENDYS CO | $0 | – | -144 | -100.0% | -0.00% | – |
| ONEQ | Exit | FIDELITY COMWLTH TR | $0 | – | -40 | -100.0% | -0.00% | – |
| FWONK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -30 | -100.0% | -0.00% | – |
| LSXMA | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -55 | -100.0% | -0.00% | – |
| WPM | Exit | WHEATON PRECIOUS METALS CORP | $0 | – | -97 | -100.0% | -0.00% | – |
| AC | Exit | ASSOCIATED CAP GROUP INCcl a | $0 | – | -108 | -100.0% | -0.00% | – |
| ARE | Exit | ALEXANDRIA REAL ESTATE EQ IN | $0 | – | -19 | -100.0% | -0.00% | – |
| DNP | Exit | DNP SELECT INCOME FD INC | $0 | – | -372 | -100.0% | -0.00% | – |
| HHC | Exit | HOWARD HUGHES CORP | $0 | – | -62 | -100.0% | -0.00% | – |
| IEP | Exit | ICAHN ENTERPRISES LPdepositary unit | $0 | – | -139 | -100.0% | -0.00% | – |
| CVEO | Exit | CIVEO CORP CDA | $0 | – | -326 | -100.0% | -0.00% | – |
| CME | Exit | CME GROUP INC | $0 | – | -25 | -100.0% | -0.00% | – |
| FNV | Exit | FRANCO NEV CORP | $0 | – | -62 | -100.0% | -0.00% | – |
| QRVO | Exit | QORVO INC | $0 | – | -204 | -100.0% | -0.02% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -322 | -100.0% | -0.02% | – |
| DECK | Exit | DECKERS OUTDOOR CORP | $0 | – | -110 | -100.0% | -0.02% | – |
| SYNH | Exit | SYNEOS HEALTH INCcl a | $0 | – | -427 | -100.0% | -0.02% | – |
| FBHS | Exit | FORTUNE BRANDS HOME &SEC IN | $0 | – | -412 | -100.0% | -0.02% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -297 | -100.0% | -0.02% | – |
| FXO | Exit | FIRST TR EXCHANGE TRADED FDfinls alphadex | $0 | – | -1,166 | -100.0% | -0.02% | – |
| IRT | Exit | INDEPENDENCE RLTY TR INC | $0 | – | -2,303 | -100.0% | -0.03% | – |
| IXG | Exit | ISHARES TRglobal finls etf | $0 | – | -929 | -100.0% | -0.03% | – |
| USFR | Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -6,362 | -100.0% | -0.07% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -3,721 | -100.0% | -0.09% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -5,172 | -100.0% | -0.09% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -2,872 | -100.0% | -0.14% | – |
| IVOL | Exit | KRANESHARES TRquadrtc int rt | $0 | – | -13,998 | -100.0% | -0.17% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -3,834 | -100.0% | -0.20% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -5,777 | -100.0% | -0.29% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -2,751 | -100.0% | -0.33% | – |
| XSLV | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $0 | – | -85,245 | -100.0% | -2.05% | – |
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 2022-05-02
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.