$1.23 Billion is the total value of Visionary Wealth Advisors's 445 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 13.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | Sell | ISHARES TRcore s&p500 etf | $39,783,651 | -4.3% | 92,643 | -0.7% | 3.22% | -3.1% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $36,877,871 | -4.5% | 1,085,921 | +0.3% | 2.99% | -3.3% |
AAPL | Sell | APPLE INC | $35,386,264 | -13.5% | 206,683 | -2.0% | 2.87% | -12.5% |
PWR | Sell | QUANTA SVCS INC | $29,356,895 | -6.9% | 156,930 | -2.3% | 2.38% | -5.8% |
MSFT | Sell | MICROSOFT CORP | $28,601,059 | -8.8% | 90,581 | -1.6% | 2.32% | -7.7% |
UCON | Buy | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $25,729,000 | +5.9% | 1,076,527 | +7.1% | 2.08% | +7.3% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $22,721,625 | -7.9% | 312,454 | -5.1% | 1.84% | -6.8% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $21,827,810 | -11.4% | 526,987 | -6.3% | 1.77% | -10.4% |
MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $21,106,760 | +10.8% | 278,306 | +16.6% | 1.71% | +12.1% |
PG | Buy | PROCTER AND GAMBLE CO | $19,884,967 | -3.8% | 136,329 | +0.1% | 1.61% | -2.6% |
AGG | Sell | ISHARES TRcore us aggbd et | $18,580,668 | -8.9% | 197,583 | -5.1% | 1.50% | -7.8% |
CSCO | Sell | CISCO SYS INC | $18,098,374 | +2.7% | 336,651 | -1.1% | 1.47% | +4.0% |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $15,997,753 | -1.2% | 229,260 | +2.9% | 1.30% | 0.0% |
VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $15,965,542 | -0.6% | 365,177 | +5.0% | 1.29% | +0.7% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $15,846,563 | -4.4% | 101,986 | -0.1% | 1.28% | -3.2% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $15,274,555 | -4.5% | 57,425 | -1.2% | 1.24% | -3.3% |
SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $14,891,857 | -9.1% | 231,025 | -5.4% | 1.21% | -8.0% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $12,562,864 | -1.2% | 91,081 | +1.8% | 1.02% | 0.0% |
IWD | Sell | ISHARES TRrus 1000 val etf | $12,119,295 | -8.5% | 79,827 | -4.9% | 0.98% | -7.4% |
PAR | Buy | PAR TECHNOLOGY CORP | $11,920,538 | +18.3% | 309,303 | +1.1% | 0.97% | +19.9% |
DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $11,276,823 | -1.9% | 246,812 | -0.4% | 0.91% | -0.7% |
CVX | Buy | CHEVRON CORP NEW | $10,835,966 | +8.1% | 64,263 | +0.8% | 0.88% | +9.3% |
XOM | Sell | EXXON MOBIL CORP | $10,700,347 | -6.0% | 91,005 | -14.3% | 0.87% | -4.8% |
ULBI | Buy | ULTRALIFE CORP | $10,465,150 | +103.0% | 1,072,249 | +0.7% | 0.85% | +105.3% |
FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $9,387,535 | -16.2% | 223,220 | -12.0% | 0.76% | -15.2% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $9,269,325 | -0.3% | 387,190 | +2.6% | 0.75% | +0.9% |
JPM | Sell | JPMORGAN CHASE & CO | $9,260,678 | -1.8% | 63,858 | -1.5% | 0.75% | -0.7% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $9,202,622 | -18.4% | 70,270 | -13.8% | 0.75% | -17.4% |
RLY | Sell | SSGA ACTIVE ETF TRmult ass rlrtn | $8,967,773 | -10.6% | 332,633 | -11.7% | 0.73% | -9.5% |
ABBV | Buy | ABBVIE INC | $8,947,392 | +16.1% | 60,025 | +5.0% | 0.72% | +17.5% |
WMT | Buy | WALMART INC | $8,881,227 | +2.4% | 55,532 | +0.7% | 0.72% | +3.7% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $8,817,867 | +8.3% | 97,554 | -2.8% | 0.71% | +9.5% |
DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $8,722,001 | -2.0% | 332,901 | +1.5% | 0.71% | -0.8% |
JCPB | Buy | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $8,530,451 | +36.2% | 190,966 | +42.0% | 0.69% | +37.9% |
PSX | Sell | PHILLIPS 66 | $8,408,594 | +20.5% | 69,984 | -4.3% | 0.68% | +21.8% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $8,105,716 | -8.5% | 49,446 | -2.9% | 0.66% | -7.3% |
Buy | AMERICAN CENTY ETF TRshort durtn strg | $8,106,705 | +21.7% | 160,900 | +22.1% | 0.66% | +23.3% | |
AVGO | Sell | BROADCOM INC | $7,977,852 | -27.6% | 9,605 | -24.4% | 0.65% | -26.8% |
VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $7,912,327 | +15.3% | 40,624 | +21.8% | 0.64% | +16.5% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $7,719,313 | -12.5% | 49,524 | +0.7% | 0.62% | -11.5% |
AMGN | Buy | AMGEN INC | $7,530,917 | +26.3% | 28,021 | +4.4% | 0.61% | +27.9% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $7,422,858 | +21.8% | 104,902 | +25.0% | 0.60% | +23.2% |
BOND | Buy | PIMCO ETF TRactive bd etf | $7,331,638 | +1.9% | 83,409 | +6.2% | 0.59% | +3.1% |
AMZN | Buy | AMAZON COM INC | $7,296,270 | -1.6% | 57,397 | +0.9% | 0.59% | -0.5% |
JNJ | Buy | JOHNSON & JOHNSON | $7,298,551 | -5.9% | 46,861 | +0.0% | 0.59% | -4.8% |
HD | Buy | HOME DEPOT INC | $7,189,697 | +271.8% | 23,794 | +282.2% | 0.58% | +276.1% |
PFE | Buy | PFIZER INC | $7,087,102 | -8.8% | 213,660 | +0.9% | 0.57% | -7.7% |
MO | Buy | ALTRIA GROUP INC | $6,806,909 | -5.4% | 161,877 | +1.9% | 0.55% | -4.3% |
INTC | Sell | INTEL CORP | $6,782,818 | -2.5% | 190,797 | -8.2% | 0.55% | -1.3% |
QCOM | Buy | QUALCOMM INC | $6,453,641 | +0.8% | 58,109 | +8.1% | 0.52% | +2.1% |
PRU | Buy | PRUDENTIAL FINL INC | $6,210,724 | +11.7% | 65,452 | +3.8% | 0.50% | +13.0% |
NSSC | Buy | NAPCO SEC TECHNOLOGIES INC | $6,199,940 | -35.7% | 278,649 | +0.2% | 0.50% | -34.9% |
VOO | Buy | VANGUARD INDEX FDS | $6,158,816 | +6.2% | 15,683 | +10.1% | 0.50% | +7.5% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $6,064,298 | -11.2% | 32,074 | -6.6% | 0.49% | -10.2% |
SO | Buy | SOUTHERN CO | $6,009,672 | -7.3% | 92,856 | +0.6% | 0.49% | -6.2% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $5,963,017 | +1.4% | 183,987 | +16.4% | 0.48% | +2.5% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $5,948,071 | -1.4% | 21,843 | +2.4% | 0.48% | -0.2% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $5,927,138 | -0.7% | 28,463 | +5.0% | 0.48% | +0.4% |
BK | Buy | BANK NEW YORK MELLON CORP | $5,859,581 | -2.0% | 137,388 | +2.3% | 0.48% | -0.6% |
KO | Buy | COCA COLA CO | $5,756,359 | -6.4% | 102,829 | +0.7% | 0.47% | -5.3% |
DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $5,636,422 | +6.5% | 162,293 | +10.4% | 0.46% | +8.0% |
JEPI | Sell | J P MORGAN EXCHANGE TRADED Fequity premium | $5,537,901 | -5.8% | 103,396 | -2.7% | 0.45% | -4.7% |
SWK | Sell | STANLEY BLACK & DECKER INC | $5,544,308 | -12.6% | 66,335 | -2.0% | 0.45% | -11.6% |
Sell | FIRST TR EXCHANGE-TRADED FDlimited duration | $5,341,228 | -14.1% | 290,442 | -13.1% | 0.43% | -13.1% | |
SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $5,233,409 | +15.5% | 124,813 | +15.4% | 0.42% | +16.8% |
SJM | Sell | SMUCKER J M CO | $5,222,098 | -17.4% | 42,487 | -0.7% | 0.42% | -16.4% |
VHT | Sell | VANGUARD WORLD FDShealth car etf | $5,122,222 | -26.9% | 21,787 | -23.9% | 0.42% | -26.0% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $5,095,756 | -15.2% | 153,625 | -13.8% | 0.41% | -14.1% |
LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $5,073,662 | +42.4% | 107,402 | +43.7% | 0.41% | +44.2% |
VIS | Buy | VANGUARD WORLD FDSindustrial etf | $5,069,090 | +7.3% | 25,998 | +13.1% | 0.41% | +8.7% |
IEFA | Buy | ISHARES TRcore msci eafe | $5,068,470 | +2.6% | 78,764 | +7.7% | 0.41% | +4.1% |
CSPI | Buy | CSP INC | $4,970,700 | +47.8% | 284,040 | +0.6% | 0.40% | +49.8% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $4,963,840 | -17.3% | 31,123 | -14.2% | 0.40% | -16.2% |
NEE | Buy | NEXTERA ENERGY INC | $4,802,901 | +992.4% | 83,835 | +1314.9% | 0.39% | +1011.4% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $4,757,511 | -4.4% | 213,917 | +22.5% | 0.38% | -3.3% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $4,715,652 | -10.0% | 11,366 | -4.1% | 0.38% | -8.8% |
BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $4,576,811 | +21.0% | 49,845 | +21.0% | 0.37% | +22.4% |
KMI | Buy | KINDER MORGAN INC DEL | $4,462,130 | -1.1% | 269,127 | +2.8% | 0.36% | +0.3% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,434,344 | +19.3% | 12,659 | +16.2% | 0.36% | +20.9% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $4,385,720 | +45.4% | 57,722 | +51.3% | 0.36% | +47.3% |
BNDW | Sell | VANGUARD SCOTTSDALE FDStotal wld bd etf | $4,141,185 | -5.3% | 62,424 | -2.3% | 0.34% | -4.0% |
CVS | Buy | CVS HEALTH CORP | $4,099,634 | +13.5% | 58,717 | +12.4% | 0.33% | +14.9% |
DGRO | Sell | ISHARES TRcore div grwth | $4,103,549 | -5.0% | 82,850 | -1.2% | 0.33% | -4.0% |
Buy | DIMENSIONAL ETF TRUSTinternatnal val | $4,057,699 | -0.3% | 124,393 | +0.4% | 0.33% | +0.9% | |
Buy | J P MORGAN EXCHANGE TRADED F | $4,046,607 | +57.2% | 91,140 | +60.1% | 0.33% | +59.2% | |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $4,018,935 | +14.5% | 18,764 | +22.8% | 0.33% | +16.0% |
VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $4,017,115 | -16.6% | 14,913 | -12.3% | 0.32% | -15.8% |
FLOT | Buy | ISHARES TRfltg rate nt etf | $3,785,528 | +1.6% | 74,386 | +1.5% | 0.31% | +3.0% |
LNDC | Buy | LIFECORE BIOMEDICAL INC | $3,782,565 | -21.7% | 501,334 | +0.4% | 0.31% | -20.7% |
EMR | Buy | EMERSON ELEC CO | $3,711,632 | +7.6% | 38,435 | +0.7% | 0.30% | +9.1% |
JNK | Sell | SPDR SER TRbloomberg high y | $3,674,807 | -7.1% | 40,651 | -5.5% | 0.30% | -6.0% |
New | J P MORGAN EXCHANGE TRADED Factive value etf | $3,664,680 | – | 71,492 | +100.0% | 0.30% | – | |
VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $3,666,187 | -2.8% | 20,070 | +3.4% | 0.30% | -1.7% |
MUNI | Buy | PIMCO ETF TRinter mun bd act | $3,639,276 | +14.5% | 72,684 | +18.5% | 0.30% | +16.1% |
IWB | Sell | ISHARES TRrus 1000 etf | $3,628,964 | -4.4% | 15,448 | -0.8% | 0.29% | -3.3% |
USB | Buy | US BANCORP DEL | $3,619,934 | +9.1% | 109,496 | +9.0% | 0.29% | +10.2% |
FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $3,570,125 | -2.1% | 81,959 | +2.1% | 0.29% | -1.0% |
AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $3,560,366 | +48.2% | 45,675 | +47.6% | 0.29% | +50.0% |
Buy | DIMENSIONAL ETF TRUSTus mktwide value | $3,428,637 | -0.4% | 100,783 | +1.0% | 0.28% | +0.7% | |
SDY | Buy | SPDR SER TRs&p divid etf | $3,393,022 | -5.9% | 29,502 | +0.3% | 0.28% | -4.8% |
Buy | GSK PLCsponsored adr | $3,389,468 | +4.8% | 93,503 | +3.1% | 0.28% | +6.2% | |
VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $3,260,146 | +14.7% | 67,779 | +19.7% | 0.26% | +15.8% |
USRT | Buy | ISHARES TRcre u s reit etf | $3,246,947 | -7.4% | 68,820 | +0.9% | 0.26% | -6.4% |
LMT | Sell | LOCKHEED MARTIN CORP | $3,178,742 | -11.9% | 7,773 | -0.8% | 0.26% | -10.7% |
NVDA | Buy | NVIDIA CORPORATION | $3,130,680 | +24.7% | 7,197 | +21.2% | 0.25% | +26.4% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $3,138,474 | -2.3% | 8,760 | +0.7% | 0.25% | -1.2% |
SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $3,086,748 | -22.8% | 61,136 | -19.8% | 0.25% | -21.9% |
VAW | Sell | VANGUARD WORLD FDSmaterials etf | $3,069,648 | -19.4% | 17,793 | -15.0% | 0.25% | -18.4% |
FSMB | Sell | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $3,030,108 | -16.7% | 156,312 | -15.1% | 0.24% | -15.8% |
SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $2,993,824 | -10.9% | 96,544 | -6.5% | 0.24% | -9.7% |
EFAV | Buy | ISHARES TRmsci eafe min vl | $2,992,952 | +8.8% | 45,890 | +12.6% | 0.24% | +10.0% |
MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $2,968,856 | -9.8% | 45,773 | -4.4% | 0.24% | -8.7% |
FB | Sell | META PLATFORMS INCcl a | $2,930,676 | -0.4% | 9,762 | -4.8% | 0.24% | +0.9% |
LGOV | New | FIRST TR EXCHANGE-TRADED FDlng dur oprtun | $2,916,893 | – | 143,831 | +100.0% | 0.24% | – |
FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $2,830,838 | -11.7% | 38,447 | -9.9% | 0.23% | -10.9% |
Sell | INNOVATOR ETFS TRladdered alc bfr | $2,821,248 | -3.1% | 110,681 | -0.7% | 0.23% | -1.7% | |
XMHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $2,767,495 | +0.1% | 34,362 | +0.4% | 0.22% | +1.4% |
TSLA | Buy | TESLA INC | $2,700,263 | +12.7% | 10,792 | +17.9% | 0.22% | +14.1% |
MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $2,674,942 | -4.8% | 38,689 | -1.4% | 0.22% | -3.6% |
SJNK | Buy | SPDR SER TRbloomberg sht te | $2,662,468 | +1.9% | 108,850 | +2.9% | 0.22% | +3.3% |
CALF | Buy | PACER FDS TRpacer us small | $2,654,031 | +6.6% | 63,646 | +4.0% | 0.22% | +8.0% |
Buy | DIMENSIONAL ETF TRUSTworld ex us core | $2,652,812 | -0.4% | 117,798 | +3.1% | 0.22% | +0.9% | |
MMM | Buy | 3M CO | $2,636,406 | +0.7% | 28,161 | +7.7% | 0.21% | +2.4% |
USMV | Sell | ISHARES TRmsci usa min vol | $2,569,452 | -13.2% | 35,499 | -10.9% | 0.21% | -12.2% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,504,743 | -1.5% | 5,859 | +2.1% | 0.20% | -0.5% |
MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $2,425,601 | +12.5% | 24,222 | +12.0% | 0.20% | +13.9% |
SHYD | Sell | VANECK ETF TRUSTshrt hgh yld mun | $2,408,836 | -11.9% | 111,417 | -9.1% | 0.20% | -11.0% |
TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $2,400,404 | -4.5% | 62,106 | +0.2% | 0.19% | -3.5% |
PSEP | Sell | INNOVATOR ETFS TRus eqty pwr buf | $2,338,405 | -8.0% | 72,173 | -7.1% | 0.19% | -6.9% |
FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $2,327,959 | -2.6% | 47,626 | +1.0% | 0.19% | -1.0% |
Buy | EA SERIES TRUSTstrive us energy | $2,246,656 | +56.6% | 74,689 | +42.5% | 0.18% | +58.3% | |
MBB | Sell | ISHARES TRmbs etf | $2,233,409 | -42.0% | 25,151 | -39.1% | 0.18% | -41.2% |
Buy | INNOVATOR ETFS TRladerd alctn pwr | $2,198,588 | +3.2% | 58,629 | +4.3% | 0.18% | +4.1% | |
GOOG | Sell | ALPHABET INCcap stk cl c | $2,121,958 | +6.8% | 16,094 | -2.0% | 0.17% | +8.2% |
AOR | Sell | ISHARES TRgrwt allocat etf | $2,111,141 | -4.4% | 42,727 | -0.5% | 0.17% | -3.4% |
New | BONDBLOXX ETF TRUSTbloomberg one yr | $2,115,071 | – | 42,531 | +100.0% | 0.17% | – | |
MA | Buy | MASTERCARD INCORPORATEDcl a | $2,102,726 | +1.2% | 5,311 | +0.5% | 0.17% | +2.4% |
Buy | J P MORGAN EXCHANGE TRADED Factive growth | $2,097,345 | +1.2% | 38,919 | +4.7% | 0.17% | +2.4% | |
FMHI | Sell | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $2,066,414 | -14.1% | 45,849 | -10.2% | 0.17% | -13.5% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $2,046,437 | -2.4% | 15,638 | -10.7% | 0.17% | -1.2% |
Buy | AMERICAN CENTY ETF TRus large cap vlu | $2,040,507 | +97.6% | 38,734 | +100.1% | 0.16% | +98.8% | |
IWM | Buy | ISHARES TRrussell 2000 etf | $2,038,388 | -5.3% | 11,533 | +0.4% | 0.16% | -4.1% |
ROL | Sell | ROLLINS INC | $1,952,546 | -13.6% | 52,305 | -0.9% | 0.16% | -12.7% |
TIP | Sell | ISHARES TRtips bd etf | $1,951,301 | -5.3% | 18,813 | -1.8% | 0.16% | -4.2% |
IWO | Sell | ISHARES TRrus 2000 grw etf | $1,904,057 | -8.5% | 8,495 | -0.9% | 0.15% | -7.2% |
COST | Sell | COSTCO WHSL CORP NEW | $1,897,496 | +1.7% | 3,359 | -3.1% | 0.15% | +3.4% |
AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $1,859,997 | +194.2% | 33,423 | +203.4% | 0.15% | +196.1% |
HYGV | Buy | FLEXSHARES TRhig yld vl etf | $1,855,221 | +5.9% | 46,660 | +7.7% | 0.15% | +7.1% |
SPMB | Buy | SPDR SER TRport mtg bk etf | $1,844,979 | -3.3% | 88,701 | +1.9% | 0.15% | -2.6% |
GLD | Sell | SPDR GOLD TR | $1,812,227 | -27.5% | 10,570 | -24.6% | 0.15% | -26.5% |
PMAY | Sell | INNOVATOR ETFS TRus eqty pwr buf | $1,787,938 | -3.0% | 60,567 | -1.9% | 0.14% | -2.0% |
Buy | WORLD GOLD TRspdr gld minis | $1,787,322 | +3.3% | 48,754 | +7.3% | 0.14% | +5.1% | |
GUNR | Buy | FLEXSHARES TRmornstar upstr | $1,770,885 | +5.1% | 43,790 | +4.1% | 0.14% | +5.9% |
Buy | OAKTREE SPECIALTY LENDING CO | $1,731,824 | +9.4% | 86,075 | +5.7% | 0.14% | +10.2% | |
VFVA | Sell | VANGUARD WELLINGTON FDus value factr | $1,732,113 | -4.5% | 17,307 | -4.9% | 0.14% | -3.4% |
XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $1,705,560 | -18.0% | 34,687 | -13.7% | 0.14% | -17.4% |
IP | Sell | INTERNATIONAL PAPER CO | $1,667,339 | +3.4% | 47,007 | -7.2% | 0.14% | +4.7% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,657,622 | +11.6% | 32,759 | +15.5% | 0.13% | +12.6% |
BA | Sell | BOEING CO | $1,626,603 | -9.3% | 8,486 | -0.1% | 0.13% | -8.3% |
VOX | Buy | VANGUARD WORLD FDS | $1,620,873 | +3.7% | 15,409 | +4.8% | 0.13% | +4.8% |
IJR | Buy | ISHARES TRcore s&p scp etf | $1,587,203 | +18.4% | 16,826 | +25.1% | 0.13% | +20.6% |
Sell | ZURN ELKAY WATER SOLNS CORP | $1,590,331 | -17.6% | 56,757 | -20.9% | 0.13% | -16.2% | |
IWN | Buy | ISHARES TRrus 2000 val etf | $1,596,715 | -2.0% | 11,780 | +1.8% | 0.13% | -0.8% |
MUB | Buy | ISHARES TRnational mun etf | $1,584,491 | +8.1% | 15,452 | +12.5% | 0.13% | +9.4% |
HYS | Sell | PIMCO ETF TR0-5 high yield | $1,582,117 | -25.9% | 17,521 | -25.2% | 0.13% | -25.1% |
IWY | Buy | ISHARES TRrus tp200 gr etf | $1,571,373 | +7.3% | 10,215 | +10.6% | 0.13% | +8.5% |
IGIB | New | ISHARES TR | $1,555,691 | – | 31,977 | +100.0% | 0.13% | – |
JEMA | Buy | J P MORGAN EXCHANGE TRADED Factivebldrs emer | $1,542,800 | +8.0% | 44,680 | +13.9% | 0.12% | +9.6% |
AZO | Sell | AUTOZONE INC | $1,536,694 | +1.7% | 605 | -0.2% | 0.12% | +3.3% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $1,540,191 | -7.6% | 17,366 | +7.3% | 0.12% | -6.0% |
CNC | Sell | CENTENE CORP DEL | $1,534,302 | -4.5% | 22,275 | -6.5% | 0.12% | -3.9% |
AOA | Buy | ISHARES TRaggres alloc etf | $1,515,026 | +0.4% | 23,862 | +4.9% | 0.12% | +1.7% |
HYBB | Buy | ISHARES TRbb rat corp bd | $1,503,650 | +3.8% | 34,353 | +6.2% | 0.12% | +5.2% |
EFA | Sell | ISHARES TRmsci eafe etf | $1,494,665 | -7.6% | 21,687 | -2.8% | 0.12% | -6.9% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,466,083 | +2.3% | 6,902 | +6.1% | 0.12% | +3.5% |
PFEB | INNOVATOR ETFS TRus eqty pwr buf | $1,454,699 | -1.1% | 47,763 | 0.0% | 0.12% | 0.0% | |
PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $1,439,611 | +8.6% | 96,295 | -1.2% | 0.12% | +10.4% |
Buy | PIMCO ETF TR | $1,424,858 | +25.9% | 33,198 | +30.8% | 0.12% | +26.4% | |
ACWV | Sell | ISHARES INCmsci gbl min vol | $1,397,757 | -5.1% | 14,648 | -2.5% | 0.11% | -4.2% |
TXN | Buy | TEXAS INSTRS INC | $1,396,137 | -9.9% | 8,780 | +2.0% | 0.11% | -8.9% |
PEP | Sell | PEPSICO INC | $1,378,909 | -8.9% | 8,138 | -0.5% | 0.11% | -7.4% |
HON | Sell | HONEYWELL INTL INC | $1,369,002 | -11.4% | 7,410 | -0.4% | 0.11% | -10.5% |
TAXF | Buy | AMERICAN CENTY ETF TRdiversified mu | $1,363,075 | +258.0% | 28,427 | +273.3% | 0.11% | +266.7% |
BAC | Sell | BANK AMERICA CORP | $1,339,636 | -6.0% | 48,928 | -1.5% | 0.11% | -4.4% |
IYW | ISHARES TRu.s. tech etf | $1,323,815 | -3.6% | 12,617 | 0.0% | 0.11% | -2.7% | |
MCD | Sell | MCDONALDS CORP | $1,304,656 | -13.0% | 4,952 | -1.5% | 0.11% | -11.7% |
REGL | Buy | PROSHARES TRs&p mdcp 400 div | $1,305,683 | -3.9% | 19,564 | +1.2% | 0.11% | -2.8% |
Buy | EA SERIES TRUSTstrive us semico | $1,312,637 | +49.1% | 40,364 | +59.1% | 0.11% | +51.4% | |
MRK | Sell | MERCK & CO INC | $1,298,110 | -12.8% | 12,609 | -2.2% | 0.10% | -11.8% |
IMCG | Sell | ISHARES TRmrgstr md cp grw | $1,273,826 | -7.9% | 22,297 | -1.8% | 0.10% | -7.2% |
BALT | Buy | INNOVATOR ETFS TRdefined wlt shld | $1,263,176 | +15.4% | 45,438 | +15.8% | 0.10% | +15.9% |
Buy | EA SERIES TRUSTstrive 500 etf | $1,204,313 | +5.2% | 43,953 | +8.8% | 0.10% | +6.5% | |
YMAR | FIRST TR EXCHNG TRADED FD VIft cboe vst intl | $1,194,163 | -4.1% | 58,730 | 0.0% | 0.10% | -3.0% | |
SDVY | New | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $1,185,192 | – | 41,983 | +100.0% | 0.10% | – |
IQLT | Sell | ISHARES TRmsci intl qualty | $1,186,777 | -22.2% | 35,310 | -17.6% | 0.10% | -21.3% |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,116,876 | +14.6% | 18,998 | +22.4% | 0.09% | +15.4% |
EFV | Buy | ISHARES TReafe value etf | $1,113,643 | +33.3% | 22,760 | +33.3% | 0.09% | +34.3% |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $1,093,605 | -11.5% | 24,725 | -7.6% | 0.09% | -10.1% |
PALC | Sell | PACER FDS TRlunt lrgcp multi | $1,085,637 | -43.2% | 29,421 | -41.2% | 0.09% | -42.5% |
FUMB | Sell | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $1,060,362 | -11.4% | 53,231 | -11.2% | 0.09% | -10.4% |
AEM | Buy | AGNICO EAGLE MINES LTD | $1,063,405 | -8.8% | 23,397 | +0.3% | 0.09% | -7.5% |
COPX | Sell | GLOBAL X FDSglobal x copper | $1,061,106 | -5.3% | 29,143 | -2.0% | 0.09% | -4.4% |
V | Sell | VISA INC | $1,036,978 | -8.4% | 4,508 | -5.4% | 0.08% | -7.7% |
SHV | Buy | ISHARES TRshort treas bd | $1,035,934 | +7.8% | 9,378 | +7.7% | 0.08% | +9.1% |
GDX | Sell | VANECK ETF TRUSTgold miners etf | $1,033,275 | -12.8% | 38,397 | -2.5% | 0.08% | -11.6% |
MARB | Sell | FIRST TR EXCH TRADED FD IIImerger arbitra | $1,026,044 | -0.9% | 50,946 | -1.6% | 0.08% | 0.0% |
FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,028,336 | -15.8% | 10,584 | -6.2% | 0.08% | -15.3% |
OXY | Sell | OCCIDENTAL PETE CORP | $1,016,948 | +8.7% | 15,674 | -1.5% | 0.08% | +9.3% |
SPAB | Buy | SPDR SER TRportfolio agrgte | $999,844 | +10.2% | 41,078 | +14.9% | 0.08% | +11.0% |
ISCG | Sell | ISHARES TRmrgstr sm cp gr | $1,000,744 | -8.0% | 25,819 | -1.7% | 0.08% | -6.9% |
QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $1,003,394 | +12.6% | 6,807 | +16.1% | 0.08% | +14.1% |
ADBE | Sell | ADOBE INC | $990,226 | +3.1% | 1,942 | -1.2% | 0.08% | +3.9% |
XLI | Buy | SELECT SECTOR SPDR TRindl | $980,505 | +7.8% | 9,672 | +14.1% | 0.08% | +8.2% |
LLY | Sell | ELI LILLY & CO | $979,362 | -2.7% | 1,823 | -15.1% | 0.08% | -2.5% |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $963,724 | -8.1% | 7,486 | -5.2% | 0.08% | -7.1% |
SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $947,984 | -6.1% | 22,976 | -1.7% | 0.08% | -4.9% |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $932,827 | +0.5% | 17,984 | +5.4% | 0.08% | +2.7% |
SLVP | Buy | ISHARES INCmsci glb slv&mtl | $924,757 | -8.0% | 107,906 | +3.6% | 0.08% | -6.2% |
EFG | Buy | ISHARES TReafe grwth etf | $924,206 | -7.8% | 10,709 | +1.9% | 0.08% | -6.2% |
UNP | Sell | UNION PAC CORP | $923,393 | -0.8% | 4,535 | -0.3% | 0.08% | 0.0% |
FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $914,718 | +12.1% | 38,113 | +6.4% | 0.07% | +13.8% |
IBDP | Buy | ISHARES TRibonds dec24 etf | $913,678 | +7.0% | 36,946 | +6.6% | 0.07% | +8.8% |
SMDV | Buy | PROSHARES TRruss 2000 divd | $902,796 | +9.5% | 15,956 | +14.4% | 0.07% | +10.6% |
ORCL | Buy | ORACLE CORP | $894,522 | -4.4% | 8,445 | +7.5% | 0.07% | -4.0% |
NOW | Sell | SERVICENOW INC | $878,685 | -1.0% | 1,572 | -0.5% | 0.07% | 0.0% |
CAT | Sell | CATERPILLAR INC | $872,021 | +8.7% | 3,194 | -2.1% | 0.07% | +10.9% |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $868,892 | -6.4% | 12,627 | +0.8% | 0.07% | -5.4% |
CI | Buy | THE CIGNA GROUP | $852,510 | +17.7% | 2,980 | +15.5% | 0.07% | +19.0% |
DBEF | Sell | DBX ETF TRxtrack msci eafe | $856,341 | -3.4% | 24,537 | -2.1% | 0.07% | -2.8% |
JPEM | Buy | J P MORGAN EXCHANGE TRADED Fdiv rtn em eqt | $854,763 | +18.0% | 16,970 | +18.3% | 0.07% | +19.0% |
FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $854,458 | -9.5% | 19,288 | -4.1% | 0.07% | -9.2% |
SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $815,134 | -10.3% | 11,125 | -5.8% | 0.07% | -9.6% |
MU | Buy | MICRON TECHNOLOGY INC | $800,696 | +167.4% | 11,770 | +148.1% | 0.06% | +170.8% |
New | PROSHARES TR IIvix sh trm futrs | $798,142 | – | 34,255 | +100.0% | 0.06% | – | |
FMBH | FIRST MID ILL BANCSHARES INC | $799,190 | +10.0% | 30,090 | 0.0% | 0.06% | +12.1% | |
AMD | Buy | ADVANCED MICRO DEVICES INC | $779,867 | +22.3% | 7,585 | +35.4% | 0.06% | +23.5% |
DVN | Sell | DEVON ENERGY CORP NEW | $777,058 | -3.1% | 16,291 | -1.8% | 0.06% | -1.6% |
AEE | Buy | AMEREN CORP | $760,637 | +14.1% | 10,165 | +24.5% | 0.06% | +17.0% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $771,079 | -7.1% | 4,790 | -2.0% | 0.06% | -6.1% |
IWV | ISHARES TRrussell 3000 etf | $762,905 | -3.7% | 3,113 | 0.0% | 0.06% | -1.6% | |
IUSB | Sell | ISHARES TRcore total usd | $756,648 | -49.0% | 17,309 | -46.9% | 0.06% | -48.7% |
IHAK | Buy | ISHARES TRcybersecurity | $736,548 | +20.9% | 19,126 | +18.7% | 0.06% | +22.4% |
MELI | Buy | MERCADOLIBRE INC | $746,128 | +23.4% | 588 | +15.3% | 0.06% | +25.0% |
GNR | Buy | SPDR INDEX SHS FDSglb nat resrce | $735,131 | +21.8% | 13,193 | +17.8% | 0.06% | +25.0% |
TTD | Buy | THE TRADE DESK INC | $731,093 | +79.1% | 9,355 | +77.0% | 0.06% | +78.8% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $722,473 | -2.7% | 5,482 | -0.4% | 0.06% | 0.0% |
XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $724,475 | +53.9% | 21,264 | +70.2% | 0.06% | +55.3% |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $724,371 | -11.9% | 20,655 | -6.8% | 0.06% | -10.6% |
PM | Sell | PHILIP MORRIS INTL INC | $733,470 | -9.2% | 7,923 | -4.3% | 0.06% | -9.2% |
DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $717,001 | -11.6% | 2,141 | -9.2% | 0.06% | -10.8% |
F | Buy | FORD MTR CO DEL | $703,048 | +20.9% | 56,606 | +47.3% | 0.06% | +21.3% |
JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $677,631 | +4.9% | 13,504 | +4.8% | 0.06% | +5.8% |
T | Sell | AT&T INC | $672,160 | -9.2% | 44,751 | -3.5% | 0.05% | -8.5% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $661,010 | -4.4% | 7,018 | -0.7% | 0.05% | -1.8% |
New | EA SERIES TRUSTstrive emerging | $651,564 | – | 26,066 | +100.0% | 0.05% | – | |
GAA | Buy | CAMBRIA ETF TRglb asset allo | $650,788 | +16.5% | 24,756 | +20.0% | 0.05% | +17.8% |
IEO | Buy | ISHARES TRus oil gs ex etf | $659,982 | +52.6% | 6,767 | +32.9% | 0.05% | +51.4% |
Buy | LITMAN GREGORY FDS TRimgp dbi managed | $641,898 | +53.6% | 22,211 | +46.8% | 0.05% | +57.6% | |
CRM | Sell | SALESFORCE INC | $644,443 | -5.8% | 3,178 | -1.8% | 0.05% | -5.5% |
SMMU | Sell | PIMCO ETF TRshtrm mun bd act | $645,604 | -1.4% | 13,189 | -0.3% | 0.05% | 0.0% |
BLOK | Buy | AMPLIFY ETF TRblockchain ldr | $636,013 | -8.8% | 31,912 | +4.1% | 0.05% | -7.1% |
XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $627,499 | -44.3% | 10,648 | -38.2% | 0.05% | -43.3% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $625,776 | +40.0% | 8,489 | +42.6% | 0.05% | +41.7% |
COP | Sell | CONOCOPHILLIPS | $624,211 | +14.7% | 5,210 | -0.8% | 0.05% | +15.9% |
EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $628,611 | -3.5% | 23,793 | -1.3% | 0.05% | -1.9% |
SCHK | Sell | SCHWAB STRATEGIC TR1000 index etf | $633,086 | -4.4% | 15,329 | -1.0% | 0.05% | -3.8% |
KMLM | Buy | KRANESHARES TRkfa mount lucas | $618,407 | +80.7% | 18,987 | +69.1% | 0.05% | +85.2% |
IOO | Buy | ISHARES TRglobal 100 etf | $615,216 | +11.1% | 8,400 | +15.3% | 0.05% | +13.6% |
UNH | Sell | UNITEDHEALTH GROUP INC | $602,139 | -1.9% | 1,194 | -6.5% | 0.05% | 0.0% |
NEM | Buy | NEWMONT CORP | $607,032 | -11.0% | 16,428 | +2.8% | 0.05% | -10.9% |
SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $600,359 | +77.2% | 6,580 | +76.3% | 0.05% | +81.5% |
BX | Sell | BLACKSTONE INC | $604,705 | +13.0% | 5,644 | -1.9% | 0.05% | +14.0% |
XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $588,968 | -5.8% | 7,498 | -0.6% | 0.05% | -4.0% |
IUSG | Sell | ISHARES TRcore s&p us gwt | $588,078 | -6.1% | 6,201 | -3.3% | 0.05% | -4.0% |
MGV | Buy | VANGUARD WORLD FDmega cap val etf | $582,823 | +17.5% | 5,748 | +20.2% | 0.05% | +17.5% |
SHEN | Sell | SHENANDOAH TELECOMMUNICATION | $584,809 | +4.2% | 28,375 | -1.8% | 0.05% | +4.4% |
FLJP | New | FRANKLIN TEMPLETON ETF TRftse japan etf | $578,276 | – | 21,863 | +100.0% | 0.05% | – |
FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $561,629 | -30.9% | 4,569 | -26.5% | 0.05% | -29.2% |
PDEC | INNOVATOR ETFS TRus eqty pwr buf | $561,640 | -2.8% | 17,356 | 0.0% | 0.05% | 0.0% | |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $570,247 | -0.4% | 12,061 | -0.1% | 0.05% | 0.0% |
EA SERIES TRUSTea bridgeway omn | $555,959 | +2.5% | 30,424 | 0.0% | 0.04% | +4.7% | ||
FLIA | Buy | FRANKLIN TEMPLETON ETF TRintl aggregte bd | $550,615 | +19.3% | 28,353 | +21.0% | 0.04% | +21.6% |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $557,379 | -2.1% | 7,415 | -1.6% | 0.04% | -2.2% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $555,681 | -2.1% | 5,378 | +0.5% | 0.04% | 0.0% |
PAPR | Sell | INNOVATOR ETFS TRus eqt pwr buf | $551,102 | -6.6% | 18,004 | -5.7% | 0.04% | -4.3% |
IDNA | Buy | ISHARES TRgenomics immun | $532,618 | +15.5% | 26,173 | +32.6% | 0.04% | +16.2% |
PAUG | Buy | INNOVATOR ETFS TRus eqty pwr bf | $524,714 | +61.6% | 16,899 | +62.3% | 0.04% | +65.4% |
PJAN | INNOVATOR ETFS TRus eqty pwr buf | $531,303 | -0.9% | 15,269 | 0.0% | 0.04% | 0.0% | |
DUK | Sell | DUKE ENERGY CORP NEW | $532,649 | -2.3% | 6,035 | -0.7% | 0.04% | -2.3% |
IEI | Sell | ISHARES TR3 7 yr treas bd | $513,959 | -20.4% | 4,542 | -19.0% | 0.04% | -19.2% |
ET | Buy | ENERGY TRANSFER L P | $521,561 | +13.5% | 37,175 | +2.7% | 0.04% | +13.5% |
ALL | Buy | ALLSTATE CORP | $512,709 | +151.0% | 4,602 | +145.7% | 0.04% | +162.5% |
SLYV | Sell | SPDR SER TRs&p 600 smcp val | $513,045 | -48.2% | 7,089 | -44.8% | 0.04% | -46.8% |
BFEB | Sell | INNOVATOR ETFS TRus eqty bufr feb | $514,250 | -4.4% | 15,436 | -1.9% | 0.04% | -2.3% |
IEMG | Sell | ISHARES INCcore msci emkt | $522,066 | -10.8% | 10,970 | -7.6% | 0.04% | -10.6% |
MS | Buy | MORGAN STANLEY | $524,010 | +1.0% | 6,416 | +5.6% | 0.04% | 0.0% |
NAPR | Sell | INNOVATOR ETFS TRgrwt100 pwr bf | $521,822 | -3.4% | 12,478 | -3.7% | 0.04% | -2.3% |
PLNT | New | PLANET FITNESS INCcl a | $513,193 | – | 10,435 | +100.0% | 0.04% | – |
INNOVATOR ETFS TRus eqt acc 9 bfr | $504,657 | +0.8% | 20,370 | 0.0% | 0.04% | +2.5% | ||
IYF | Sell | ISHARES TRu.s. finls etf | $506,873 | -7.0% | 6,780 | -7.2% | 0.04% | -6.8% |
ABT | Sell | ABBOTT LABS | $492,965 | -13.7% | 5,090 | -2.8% | 0.04% | -13.0% |
SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $493,002 | -6.0% | 8,317 | -3.3% | 0.04% | -4.8% |
SBUX | Sell | STARBUCKS CORP | $495,738 | -19.5% | 5,432 | -12.7% | 0.04% | -18.4% |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $496,897 | -52.9% | 6,568 | -48.0% | 0.04% | -52.9% |
SPSM | Sell | SPDR SER TRportfolio s&p600 | $497,707 | -11.8% | 13,488 | -7.2% | 0.04% | -11.1% |
WMB | Sell | WILLIAMS COS INC | $484,078 | +1.6% | 14,369 | -1.6% | 0.04% | +2.6% |
DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $483,515 | -6.7% | 10,387 | -3.5% | 0.04% | -4.9% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $485,737 | -14.8% | 8,369 | -6.1% | 0.04% | -15.2% |
SCZ | Sell | ISHARES TReafe sml cp etf | $481,024 | -6.4% | 8,518 | -2.3% | 0.04% | -4.9% |
PMAR | INNOVATOR ETFS TRus eqty pwr buf | $478,170 | -0.8% | 14,278 | 0.0% | 0.04% | 0.0% | |
ORLY | Sell | OREILLY AUTOMOTIVE INC | $473,516 | -16.8% | 521 | -12.6% | 0.04% | -17.4% |
IYH | ISHARES TRus hlthcare etf | $461,550 | -3.6% | 1,709 | 0.0% | 0.04% | -2.6% | |
DIMENSIONAL ETF TRUSTintl small cap v | $458,716 | +0.5% | 19,290 | 0.0% | 0.04% | 0.0% | ||
DIS | Buy | DISNEY WALT CO | $452,999 | -8.8% | 5,589 | +0.4% | 0.04% | -7.5% |
JPHY | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders usd | $457,095 | -50.0% | 10,417 | -49.2% | 0.04% | -49.3% |
OKE | Buy | ONEOK INC NEW | $453,143 | +3.2% | 7,144 | +0.4% | 0.04% | +5.7% |
ESGU | Sell | ISHARES TResg awr msci usa | $441,813 | -9.9% | 4,705 | -6.5% | 0.04% | -7.7% |
KKR | Sell | KKR & CO INC | $438,320 | +8.2% | 7,116 | -1.6% | 0.04% | +12.5% |
BAUG | INNOVATOR ETFS TRus equt bufr aug | $448,738 | -1.6% | 13,594 | 0.0% | 0.04% | -2.7% | |
PJUL | Buy | INNOVATOR ETFS TRus eqty pwr buf | $443,458 | +31.8% | 13,159 | +33.8% | 0.04% | +33.3% |
FLMI | Buy | FRANKLIN TEMPLETON ETF TRfranklin dyn mun | $434,309 | -2.9% | 18,924 | +1.2% | 0.04% | -2.8% |
BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $415,592 | -17.5% | 14,136 | +2.4% | 0.03% | -15.0% |
XBJL | New | INNOVATOR ETFS TRus eqt aclrtd 9 | $413,532 | – | 14,561 | +100.0% | 0.03% | – |
CMCSA | Sell | COMCAST CORP NEWcl a | $417,594 | +0.4% | 9,418 | -5.9% | 0.03% | +3.0% |
NJUL | New | INNOVATOR ETFS TRgrwt100 pwr buf | $414,477 | – | 8,159 | +100.0% | 0.03% | – |
Buy | DIMENSIONAL ETF TRUSTemerging mkts co | $413,459 | -2.1% | 17,737 | +1.0% | 0.03% | -2.9% | |
LADR | Sell | LADDER CAP CORPcl a | $407,464 | -7.0% | 39,714 | -1.7% | 0.03% | -5.7% |
AMAT | Sell | APPLIED MATLS INC | $394,859 | -10.5% | 2,852 | -6.6% | 0.03% | -8.6% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $389,883 | +51.3% | 2,752 | +59.8% | 0.03% | +52.4% |
RJF | Buy | RAYMOND JAMES FINL INC | $379,619 | -3.2% | 3,780 | +0.0% | 0.03% | 0.0% |
URA | Sell | GLOBAL X FDSglobal x uranium | $384,887 | +23.7% | 14,234 | -0.7% | 0.03% | +24.0% |
AOM | Buy | ISHARES TRmodert alloc etf | $378,971 | +0.8% | 9,735 | +4.6% | 0.03% | +3.3% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $388,015 | -4.8% | 5,591 | +0.0% | 0.03% | -6.1% |
XME | Buy | SPDR SER TRs&p metals mng | $379,384 | +4.3% | 7,226 | +1.0% | 0.03% | +6.9% |
IVE | ISHARES TRs&p 500 val etf | $380,210 | -4.6% | 2,471 | 0.0% | 0.03% | -3.1% | |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $371,943 | +1.6% | 1,480 | -0.5% | 0.03% | +3.4% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $375,461 | +3.0% | 2,676 | -1.8% | 0.03% | +3.4% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $369,740 | +2.3% | 13,509 | -1.5% | 0.03% | +3.4% |
ETN | Buy | EATON CORP PLC | $376,369 | +9.5% | 1,765 | +3.2% | 0.03% | +7.1% |
D | Sell | DOMINION ENERGY INC | $369,038 | -92.7% | 8,261 | -91.5% | 0.03% | -92.5% |
NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $358,880 | +77.5% | 34,809 | +101.5% | 0.03% | +81.2% |
DE | Buy | DEERE & CO | $363,367 | -6.8% | 963 | +0.1% | 0.03% | -6.5% |
NFLX | Buy | NETFLIX INC | $361,127 | +10.4% | 956 | +28.8% | 0.03% | +11.5% |
ORCC | Sell | BLUE OWL CAPITAL CORPORATION | $359,754 | -5.8% | 25,975 | -8.7% | 0.03% | -6.5% |
VLO | Buy | VALERO ENERGY CORP | $352,116 | +21.9% | 2,485 | +0.9% | 0.03% | +26.1% |
FCTR | FIRST TR EXCHANGE-TRADED FDlunt us factor | $357,119 | -6.2% | 14,498 | 0.0% | 0.03% | -3.3% | |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $347,760 | -3.0% | 5,083 | -0.0% | 0.03% | -3.4% |
STAG | Sell | STAG INDL INC | $348,223 | -10.9% | 10,090 | -7.3% | 0.03% | -9.7% |
QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $349,658 | -5.0% | 20,850 | +0.6% | 0.03% | -3.4% |
XLC | Buy | SELECT SECTOR SPDR TR | $335,456 | +16.3% | 5,116 | +15.4% | 0.03% | +17.4% |
DLR | Sell | DIGITAL RLTY TR INC | $331,005 | -3.1% | 2,735 | -8.8% | 0.03% | 0.0% |
FDX | Sell | FEDEX CORP | $336,983 | -7.9% | 1,272 | -13.8% | 0.03% | -6.9% |
BUFR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $328,484 | – | 13,413 | +100.0% | 0.03% | – |
INDS | Buy | PACER FDS TRindustrial relet | $330,080 | +8.8% | 9,404 | +21.3% | 0.03% | +12.5% |
WFC | Sell | WELLS FARGO CO NEW | $316,145 | -13.2% | 7,737 | -9.3% | 0.03% | -10.3% |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $321,506 | -5.0% | 4,750 | -0.3% | 0.03% | -3.7% |
FCX | Buy | FREEPORT-MCMORAN INCcl b | $317,814 | -1.2% | 8,523 | +6.0% | 0.03% | 0.0% |
LOW | Buy | LOWES COS INC | $302,787 | -4.7% | 1,457 | +3.5% | 0.02% | 0.0% |
JMUB | Buy | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $313,790 | -3.7% | 6,487 | +0.0% | 0.02% | -3.8% |
LUV | Buy | SOUTHWEST AIRLS CO | $308,361 | -22.0% | 11,391 | +4.3% | 0.02% | -21.9% |
AMLP | ALPS ETF TRalerian mlp | $312,958 | +7.6% | 7,416 | 0.0% | 0.02% | +8.7% | |
ABNB | Buy | AIRBNB INC | $307,625 | +20.1% | 2,242 | +12.2% | 0.02% | +19.0% |
BNOV | Sell | INNOVATOR ETFS TRus eqty buf nov | $305,536 | -17.5% | 9,336 | -14.3% | 0.02% | -16.7% |
IGSB | Buy | ISHARES TR | $311,144 | +12.5% | 6,244 | +13.2% | 0.02% | +13.6% |
ITW | Sell | ILLINOIS TOOL WKS INC | $310,922 | -8.2% | 1,350 | -0.3% | 0.02% | -7.4% |
ZS | Sell | ZSCALER INC | $307,601 | +2.7% | 1,977 | -3.4% | 0.02% | +4.2% |
MPC | Buy | MARATHON PETE CORP | $297,440 | +35.1% | 1,965 | +4.0% | 0.02% | +33.3% |
TGT | Buy | TARGET CORP | $300,336 | -7.1% | 2,716 | +10.8% | 0.02% | -7.7% |
VPU | Sell | VANGUARD WORLD FDSutilities etf | $292,322 | -44.3% | 2,292 | -37.9% | 0.02% | -42.9% |
PJUN | Sell | INNOVATOR ETFS TRus eqty pwr buf | $292,780 | -34.3% | 9,351 | -33.6% | 0.02% | -33.3% |
PLD | Sell | PROLOGIS INC. | $286,197 | -11.3% | 2,551 | -3.0% | 0.02% | -11.5% |
WELL | Sell | WELLTOWER INC | $282,542 | -9.3% | 3,449 | -10.4% | 0.02% | -8.0% |
TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $289,705 | -5.7% | 5,165 | -1.4% | 0.02% | -8.0% |
ITA | Sell | ISHARES TRus aer def etf | $286,779 | -9.4% | 2,706 | -0.3% | 0.02% | -8.0% |
ENB | Buy | ENBRIDGE INC | $281,733 | -6.5% | 8,400 | +3.6% | 0.02% | -4.2% |
BP | Sell | BP PLCsponsored adr | $287,011 | +8.9% | 7,412 | -0.7% | 0.02% | +9.5% |
GS | Sell | GOLDMAN SACHS GROUP INC | $278,017 | -2.9% | 859 | -3.3% | 0.02% | 0.0% |
SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $275,320 | -24.8% | 5,749 | -24.6% | 0.02% | -24.1% |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $268,961 | +9.5% | 589 | +14.8% | 0.02% | +10.0% |
NHF | Buy | NEXPOINT DIVERSIFIED REL ET | $266,749 | -30.2% | 30,626 | +0.3% | 0.02% | -29.0% |
MAR | Buy | MARRIOTT INTL INC NEWcl a | $266,609 | +12.7% | 1,356 | +5.3% | 0.02% | +15.8% |
MEAR | ISHARES U S ETF TRblackrock short | $276,396 | -0.2% | 5,549 | 0.0% | 0.02% | 0.0% | |
HDV | Sell | ISHARES TRcore high dv etf | $273,233 | -6.3% | 2,763 | -4.5% | 0.02% | -4.3% |
SLV | Buy | ISHARES SILVER TRishares | $276,116 | +3.5% | 13,575 | +6.3% | 0.02% | +4.8% |
BSEP | Buy | INNOVATOR ETFS TRus eqty buf sep | $270,896 | +0.0% | 8,048 | +2.4% | 0.02% | 0.0% |
UMAR | INNOVATOR ETFS TRus eqt ultra bf | $273,179 | -0.8% | 9,159 | 0.0% | 0.02% | 0.0% | |
YJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest intl | $271,008 | – | 13,715 | +100.0% | 0.02% | – |
SDOG | Sell | ALPS ETF TRsectr div dogs | $271,034 | -68.7% | 5,763 | -66.8% | 0.02% | -68.1% |
VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $260,846 | -11.2% | 2,456 | -7.6% | 0.02% | -12.5% |
ISRG | INTUITIVE SURGICAL INC | $263,353 | -14.5% | 901 | 0.0% | 0.02% | -16.0% | |
JPIB | Buy | J P MORGAN EXCHANGE TRADED Fintl bd opp etf | $258,607 | -2.2% | 5,685 | +0.2% | 0.02% | 0.0% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $262,652 | -2.6% | 1,053 | +2.1% | 0.02% | -4.5% |
AZN | ASTRAZENECA PLCsponsored adr | $256,727 | -5.4% | 3,791 | 0.0% | 0.02% | -4.5% | |
O | Sell | REALTY INCOME CORP | $258,522 | -19.6% | 5,177 | -3.7% | 0.02% | -19.2% |
SHM | Buy | SPDR SER TRnuveen blmbrg sh | $251,543 | -1.7% | 5,441 | +0.1% | 0.02% | 0.0% |
Buy | JACOBS SOLUTIONS INC | $247,557 | +18.3% | 1,814 | +3.1% | 0.02% | +17.6% | |
ORI | OLD REP INTL CORP | $244,148 | +7.0% | 9,063 | 0.0% | 0.02% | +11.1% | |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $251,060 | -5.8% | 496 | -2.9% | 0.02% | -4.8% |
SVOL | New | SIMPLIFY EXCHANGE TRADED FUNvolatility prem | $245,359 | – | 10,900 | +100.0% | 0.02% | – |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $244,109 | -0.2% | 6,226 | +3.5% | 0.02% | 0.0% |
SFNC | SIMMONS 1ST NATL CORPcl a $1 par | $243,342 | -1.7% | 14,348 | 0.0% | 0.02% | 0.0% | |
DIVS | New | GUINNESS ATKINSON FDSsmartetfs divid | $243,174 | – | 10,051 | +100.0% | 0.02% | – |
ROST | ROSS STORES INC | $243,864 | +0.7% | 2,159 | 0.0% | 0.02% | +5.3% | |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $249,562 | +4.1% | 1,037 | -4.9% | 0.02% | +5.3% |
RTX | Buy | RTX CORPORATION | $232,903 | -19.4% | 3,236 | +9.7% | 0.02% | -17.4% |
VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $229,867 | – | 3,359 | +100.0% | 0.02% | – |
New | CAPITAL GROUP DIVIDEND VALUE | $236,112 | – | 8,920 | +100.0% | 0.02% | – | |
BCRX | Sell | BIOCRYST PHARMACEUTICALS INC | $237,463 | -12.5% | 33,540 | -13.0% | 0.02% | -13.6% |
OWL | Sell | BLUE OWL CAPITAL INC | $228,420 | -1.3% | 17,625 | -11.3% | 0.02% | 0.0% |
CG | Sell | CARLYLE GROUP INC | $237,962 | -9.1% | 7,890 | -3.7% | 0.02% | -9.5% |
ITM | Buy | VANECK ETF TRUSTintrmdt muni etf | $218,353 | -3.9% | 4,951 | +0.4% | 0.02% | 0.0% |
CTOS | CUSTOM TRUCK ONE SOURCE INC | $217,000 | -8.0% | 35,000 | 0.0% | 0.02% | -5.3% | |
New | APOLLO GLOBAL MGMT INC | $219,822 | – | 2,449 | +100.0% | 0.02% | – | |
DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $219,986 | -19.3% | 4,191 | -15.8% | 0.02% | -18.2% |
ACN | Buy | ACCENTURE PLC IRELAND | $227,876 | +4.5% | 742 | +5.0% | 0.02% | +5.9% |
CLF | Sell | CLEVELAND-CLIFFS INC NEW | $212,224 | -19.3% | 13,578 | -13.4% | 0.02% | -19.0% |
ACWI | ISHARES TRmsci acwi etf | $208,858 | -3.7% | 2,261 | 0.0% | 0.02% | 0.0% | |
AMT | Sell | AMERICAN TOWER CORP NEW | $204,576 | -24.2% | 1,244 | -10.6% | 0.02% | -22.7% |
NVO | New | NOVO-NORDISK A Sadr | $208,616 | – | 2,294 | +100.0% | 0.02% | – |
SH | Buy | PROSHARES TRshort s&p 500 ne | $205,967 | +4.6% | 14,234 | +0.3% | 0.02% | +6.2% |
NOBL | Sell | PROSHARES TRs&p 500 dv arist | $207,988 | -14.8% | 2,349 | -9.3% | 0.02% | -15.0% |
UJAN | INNOVATOR ETFS TRus eqt ultra bf | $214,952 | -0.5% | 6,600 | 0.0% | 0.02% | 0.0% | |
New | TIDAL TR IIroundhill gener | $215,896 | – | 8,008 | +100.0% | 0.02% | – | |
DRI | DARDEN RESTAURANTS INC | $213,398 | -14.3% | 1,490 | 0.0% | 0.02% | -15.0% | |
RF | Buy | REGIONS FINANCIAL CORP NEW | $202,943 | -2.7% | 11,799 | +0.9% | 0.02% | -5.9% |
EFSC | Buy | ENTERPRISE FINL SVCS CORP | $203,178 | -4.0% | 5,418 | +0.0% | 0.02% | -5.9% |
PDI | Sell | PIMCO DYNAMIC INCOME FD | $199,884 | -22.3% | 11,567 | -15.7% | 0.02% | -23.8% |
WM | Buy | WASTE MGMT INC DEL | $200,329 | -11.9% | 1,314 | +0.2% | 0.02% | -11.1% |
IVZ | Sell | INVESCO LTD | $174,152 | -27.5% | 11,994 | -16.1% | 0.01% | -26.3% |
PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $170,768 | – | 10,673 | +100.0% | 0.01% | – |
BKD | Sell | BROOKDALE SR LIVING INC | $166,842 | -3.1% | 40,300 | -1.2% | 0.01% | 0.0% |
CCL | Sell | CARNIVAL CORP | $155,053 | -33.1% | 11,301 | -8.1% | 0.01% | -31.6% |
NIO | Sell | NIO INCspon ads | $150,100 | -9.2% | 16,604 | -2.7% | 0.01% | -7.7% |
UNG | Buy | UNITED STS NAT GAS FD LPunit par | $146,845 | +13.4% | 21,500 | +23.2% | 0.01% | +20.0% |
AMPY | Sell | AMPLIFY ENERGY CORP NEW | $131,271 | -14.5% | 17,860 | -21.3% | 0.01% | -8.3% |
SOFI | Sell | SOFI TECHNOLOGIES INC | $125,619 | -16.8% | 15,722 | -13.2% | 0.01% | -16.7% |
TMF | Buy | DIREXION SHS ETF TR20yr tres bull | $83,340 | -25.1% | 17,290 | +21.2% | 0.01% | -22.2% |
Buy | LUCID GROUP INC | $69,132 | -16.9% | 12,367 | +2.5% | 0.01% | -14.3% | |
Sell | PLANET LABS PBC | $56,316 | -29.4% | 21,660 | -12.5% | 0.01% | -16.7% | |
SACH | Sell | SACHEM CAP CORP | $36,006 | -7.9% | 10,200 | -8.9% | 0.00% | 0.0% |
DNN | DENISON MINES CORP | $28,875 | +32.0% | 17,500 | 0.0% | 0.00% | 0.0% | |
GOEV | Buy | CANOO INC | $15,019 | +3.1% | 30,650 | +0.8% | 0.00% | 0.0% |
New | SHF HOLDINGS INC | $17,380 | – | 22,000 | +100.0% | 0.00% | – | |
Sell | PLANET LABS PBC*w exp 12/06/202 | $7,509 | -42.5% | 26,800 | -0.7% | 0.00% | 0.0% | |
Exit | CYXTERA TECHNOLOGIES INC | $0 | – | -16,500 | -100.0% | 0.00% | – | |
GOEDWS | Sell | POLISHED COM INC*w exp 06/02/202 | $53 | -96.4% | 17,500 | -22.2% | 0.00% | – |
AKBA | Exit | AKEBIA THERAPEUTICS INC | $0 | – | -14,819 | -100.0% | -0.00% | – |
Exit | ALGOMA STL GROUP INC*w exp 10/19/202 | $0 | – | -12,500 | -100.0% | -0.00% | – | |
Exit | INNOVATE CORP | $0 | – | -11,600 | -100.0% | -0.00% | – | |
RIGL | Exit | RIGEL PHARMACEUTICALS INC | $0 | – | -22,297 | -100.0% | -0.00% | – |
Exit | ARDAGH METAL PACKAGING S A | $0 | – | -11,400 | -100.0% | -0.00% | – | |
SSSS | Exit | SURO CAPITAL CORP | $0 | – | -12,834 | -100.0% | -0.00% | – |
Exit | MATTERPORT INC | $0 | – | -12,037 | -100.0% | -0.00% | – | |
NSL | Exit | NUVEEN SR INCOME FD | $0 | – | -10,000 | -100.0% | -0.00% | – |
BRSP | Exit | BRIGHTSPIRE CAPITAL INC | $0 | – | -10,305 | -100.0% | -0.01% | – |
BDJ | Exit | BLACKROCK ENHANCED EQUITY DI | $0 | – | -10,574 | -100.0% | -0.01% | – |
AUPH | Exit | AURINIA PHARMACEUTICALS INC | $0 | – | -12,700 | -100.0% | -0.01% | – |
Exit | IONQ INC | $0 | – | -11,165 | -100.0% | -0.01% | – | |
PBF | Exit | PBF ENERGY INCcl a | $0 | – | -5,000 | -100.0% | -0.02% | – |
BJAN | Exit | INNOVATOR ETFS TRus eqty bufr jan | $0 | – | -5,447 | -100.0% | -0.02% | – |
CCI | Exit | CROWN CASTLE INC | $0 | – | -1,791 | -100.0% | -0.02% | – |
IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,120 | -100.0% | -0.02% | – |
PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -819 | -100.0% | -0.02% | – |
MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -3,536 | -100.0% | -0.02% | – |
Exit | GENERAL ELECTRIC CO | $0 | – | -1,986 | -100.0% | -0.02% | – | |
BOCT | Exit | INNOVATOR ETFS TRus eqty buf oct | $0 | – | -5,860 | -100.0% | -0.02% | – |
IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -3,834 | -100.0% | -0.02% | – |
PBT | Exit | PERMIAN BASIN RTY TRunit ben int | $0 | – | -8,722 | -100.0% | -0.02% | – |
GM | Exit | GENERAL MTRS CO | $0 | – | -5,725 | -100.0% | -0.02% | – |
BRT | Exit | BRT APARTMENTS CORP | $0 | – | -11,590 | -100.0% | -0.02% | – |
GSST | Exit | GOLDMAN SACHS ETF TRaces ultra shr | $0 | – | -4,611 | -100.0% | -0.02% | – |
HSY | Exit | HERSHEY CO | $0 | – | -898 | -100.0% | -0.02% | – |
VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -5,249 | -100.0% | -0.02% | – |
MDT | Exit | MEDTRONIC PLC | $0 | – | -2,708 | -100.0% | -0.02% | – |
SQ | Exit | BLOCK INCcl a | $0 | – | -3,567 | -100.0% | -0.02% | – |
SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -1,540 | -100.0% | -0.02% | – |
BLK | Exit | BLACKROCK INC | $0 | – | -409 | -100.0% | -0.02% | – |
DVY | Exit | ISHARES TRselect divid etf | $0 | – | -3,456 | -100.0% | -0.03% | – |
ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -8,468 | -100.0% | -0.06% | – |
HYLS | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $0 | – | -19,379 | -100.0% | -0.06% | – |
FBT | Exit | FIRST TR EXCHANGE-TRADED FDny arca biotech | $0 | – | -5,086 | -100.0% | -0.06% | – |
TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -19,351 | -100.0% | -0.06% | – |
LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -15,497 | -100.0% | -0.13% | – |
SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -22,304 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 5.3% |
ISHARES TR | 16 | Q3 2023 | 4.2% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 5.2% |
MICROSOFT CORP | 16 | Q3 2023 | 3.1% |
ISHARES TR | 16 | Q3 2023 | 3.4% |
PROCTER & GAMBLE CO | 16 | Q3 2023 | 3.6% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.4% |
QUANTA SVCS INC | 16 | Q3 2023 | 2.5% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.1% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 2.3% |
View Visionary Wealth Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
SC 13G | 2024-02-14 |
SC 13G | 2024-02-14 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR/A | 2023-05-15 |
13F-HR | 2023-05-15 |
SC 13G | 2023-02-14 |
SC 13G | 2023-02-14 |
13F-HR | 2023-02-14 |
View Visionary Wealth Advisors'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.