$1.18 Billion is the total value of Visionary Wealth Advisors's 456 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 17.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $41,044,651 | +113979.5% | 1,179,444 | +5.6% | 3.48% | +4.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $39,156,518 | +95111.1% | 95,253 | -11.0% | 3.32% | -12.6% |
| AAPL | Buy | APPLE INC | $35,387,011 | +128547.3% | 214,597 | +1.4% | 3.00% | +18.1% |
| MSFT | Buy | MICROSOFT CORP | $27,932,975 | +120654.7% | 96,889 | +0.4% | 2.37% | +10.9% |
| PWR | Sell | QUANTA SVCS INC | $27,095,831 | +116086.4% | 162,601 | -0.6% | 2.30% | +6.6% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $25,460,314 | +104489.9% | 607,210 | +1.0% | 2.16% | -4.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $25,386,314 | +149416.0% | 254,780 | +45.5% | 2.15% | +37.3% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $24,835,508 | +104417.8% | 381,088 | -10.9% | 2.10% | -4.1% |
| UCON | Sell | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $21,575,088 | +86847.2% | 891,164 | -13.4% | 1.83% | -20.2% |
| PG | Sell | PROCTER AND GAMBLE CO | $20,046,634 | +97171.3% | 134,822 | -0.9% | 1.70% | -10.7% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $18,457,166 | +100885.8% | 281,445 | +1.7% | 1.56% | -7.3% |
| CSCO | Buy | CISCO SYS INC | $17,515,320 | +110490.5% | 335,061 | +0.8% | 1.48% | +1.5% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $15,843,412 | +102832.8% | 102,873 | +1.5% | 1.34% | -5.5% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $15,070,363 | +194809.0% | 333,637 | +81.1% | 1.28% | +78.9% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $14,866,759 | +114568.4% | 201,365 | +11.6% | 1.26% | +5.3% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $14,149,387 | +113815.0% | 57,911 | -0.1% | 1.20% | +4.6% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $12,813,194 | +99389.0% | 84,153 | -0.9% | 1.09% | -8.7% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $12,707,121 | +105607.7% | 92,007 | +7.4% | 1.08% | -3.0% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $12,116,925 | +112573.7% | 164,119 | -0.9% | 1.03% | +3.4% |
| XOM | Buy | EXXON MOBIL CORP | $11,383,671 | +105119.3% | 103,809 | +5.8% | 0.96% | -3.4% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $11,078,057 | +114153.9% | 248,945 | +12.8% | 0.94% | +4.9% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $10,777,827 | +54976.0% | 131,181 | -45.6% | 0.91% | -49.4% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $10,733,973 | +101011.3% | 437,764 | -2.4% | 0.91% | -7.1% |
| NSSC | Sell | NAPCO SEC TECHNOLOGIES INC | $10,493,426 | +134638.4% | 279,229 | -1.5% | 0.89% | +23.6% |
| PAR | Sell | PAR TECHNOLOGY CORP | $10,404,597 | +129423.2% | 306,378 | -0.6% | 0.88% | +19.0% |
| CVX | Sell | CHEVRON CORP NEW | $10,299,420 | +90731.8% | 63,125 | -0.1% | 0.87% | -16.6% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $10,251,105 | +85985.9% | 76,461 | -13.2% | 0.87% | -20.9% |
| RLY | Buy | SSGA ACTIVE ETF TRmult ass rlrtn | $9,962,132 | +100598.8% | 361,209 | +0.6% | 0.84% | -7.6% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $9,322,233 | +115103.1% | 48,055 | +3.2% | 0.79% | +5.8% |
| IGSB | Buy | ISHARES TR | $9,287,798 | +3478476.0% | 183,771 | +3327.3% | 0.79% | +3048.0% |
| ABBV | Buy | ABBVIE INC | $8,982,684 | +101022.2% | 56,364 | +2.5% | 0.76% | -7.2% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $8,956,732 | +93511.3% | 59,312 | -22.9% | 0.76% | -14.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $8,563,403 | +95473.7% | 65,716 | -1.6% | 0.73% | -12.2% |
| PFE | Sell | PFIZER INC | $8,565,219 | +72696.4% | 209,932 | -8.6% | 0.73% | -33.1% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $8,542,787 | +111980.6% | 335,274 | +6.8% | 0.72% | +2.8% |
| AVGO | Sell | BROADCOM INC | $8,269,317 | +114038.3% | 12,890 | -0.5% | 0.70% | +4.8% |
| WMT | Sell | WALMART INC | $8,136,201 | +103098.9% | 55,179 | -0.8% | 0.69% | -5.4% |
| HYBB | Sell | ISHARES TRbb rat corp bd | $7,895,969 | +94655.4% | 173,652 | -7.5% | 0.67% | -13.0% |
| PSX | Sell | PHILLIPS 66 | $7,520,640 | +95424.5% | 74,183 | -1.9% | 0.64% | -12.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $7,333,351 | +87556.6% | 47,312 | -0.1% | 0.62% | -19.6% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $7,319,840 | +82619.4% | 227,678 | -12.0% | 0.62% | -24.1% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $7,014,969 | +117521.9% | 84,691 | +24.2% | 0.59% | +8.0% |
| MO | Buy | ALTRIA GROUP INC | $6,936,352 | +105395.8% | 155,454 | +8.1% | 0.59% | -3.1% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $6,933,218 | +119582.7% | 126,982 | +19.4% | 0.59% | +9.7% |
| INTC | Buy | INTEL CORP | $6,744,007 | +150705.2% | 206,428 | +22.0% | 0.57% | +38.3% |
| SJM | Buy | SMUCKER J M CO | $6,688,284 | +100144.1% | 42,500 | +0.9% | 0.57% | -8.0% |
| QCOM | Buy | QUALCOMM INC | $6,656,545 | +123950.4% | 52,175 | +6.9% | 0.56% | +13.9% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $6,442,648 | +85041.4% | 40,581 | -14.8% | 0.55% | -21.8% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $6,395,297 | +112592.5% | 32,815 | +3.9% | 0.54% | +3.4% |
| KO | Sell | COCA COLA CO | $6,357,301 | +96958.0% | 102,488 | -0.5% | 0.54% | -10.9% |
| SO | Buy | SOUTHERN CO | $6,326,473 | +104125.3% | 90,924 | +7.0% | 0.54% | -4.3% |
| AMGN | Buy | AMGEN INC | $6,303,920 | +97047.8% | 26,076 | +5.5% | 0.53% | -10.9% |
| AMZN | Sell | AMAZON COM INC | $5,979,428 | +120234.6% | 57,890 | -2.1% | 0.51% | +10.5% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $5,948,826 | +107962.2% | 24,947 | +12.4% | 0.50% | -0.8% |
| BK | Buy | BANK NEW YORK MELLON CORP | $5,923,518 | +100400.8% | 130,359 | +0.7% | 0.50% | -7.7% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $5,923,095 | +100087.7% | 28,082 | -3.2% | 0.50% | -8.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,916,651 | +111513.9% | 152,138 | +13.1% | 0.50% | +2.5% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $5,849,113 | +98987.1% | 169,147 | +7.1% | 0.50% | -9.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $5,842,695 | +104085.0% | 30,822 | +0.9% | 0.50% | -4.4% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $5,525,225 | +859188.5% | 103,063 | +730.8% | 0.47% | +693.2% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $5,498,408 | +114617.5% | 59,279 | +11.9% | 0.47% | +5.4% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $5,479,718 | +134802.0% | 21,968 | +15.2% | 0.46% | +23.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $5,407,774 | +110330.3% | 73,917 | +14.0% | 0.46% | +1.3% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $5,360,280 | +63290.3% | 13,906 | -47.5% | 0.45% | -41.9% |
| D | Buy | DOMINION ENERGY INC | $5,308,685 | +117478.8% | 94,951 | +29.0% | 0.45% | +7.9% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $5,238,809 | +119371.1% | 65,014 | +11.4% | 0.44% | +9.6% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $5,150,990 | +134707.4% | 145,221 | +36.3% | 0.44% | +23.5% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $5,035,342 | +172402.3% | 19,938 | +49.6% | 0.43% | +58.7% |
| PRU | Buy | PRUDENTIAL FINL INC | $5,034,037 | +90964.3% | 60,842 | +9.5% | 0.43% | -16.3% |
| IUSB | Sell | ISHARES TRcore total usd | $4,882,319 | +85017.1% | 105,792 | -17.1% | 0.41% | -21.7% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $4,726,886 | +192755.4% | 93,306 | +88.4% | 0.40% | +77.4% |
| BNDW | Sell | VANGUARD SCOTTSDALE FDStotal wld bd etf | $4,532,905 | +92749.3% | 65,713 | -9.7% | 0.38% | -14.9% |
| KMI | Buy | KINDER MORGAN INC DEL | $4,478,789 | +291677.8% | 255,785 | +201.3% | 0.38% | +167.6% |
| DGRO | Sell | ISHARES TRcore div grwth | $4,276,293 | +98250.8% | 85,543 | -1.6% | 0.36% | -9.7% |
| ULBI | Buy | ULTRALIFE CORP | $4,211,629 | +105826.3% | 1,047,669 | +1.7% | 0.36% | -2.7% |
| PMAY | Sell | INNOVATOR ETFS TRus eqty pwr buf | $4,151,233 | +102374.3% | 144,040 | -0.1% | 0.35% | -5.9% |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $3,962,953 | +135757.1% | 122,959 | +28.1% | 0.34% | +24.9% | |
| SHYD | Sell | VANECK ETF TRUSTshrt hgh yld mun | $3,967,754 | +83186.2% | 178,006 | -16.8% | 0.34% | -23.6% |
| JNK | Buy | SPDR SER TRbloomberg high y | $3,892,686 | +115068.2% | 41,938 | +11.7% | 0.33% | +5.8% |
| MEAR | Sell | ISHARES U S ETF TRblackrock short | $3,856,462 | +98354.5% | 77,191 | -2.0% | 0.33% | -9.7% |
| VOO | Buy | VANGUARD INDEX FDS | $3,748,820 | +163318.5% | 9,968 | +52.6% | 0.32% | +50.0% |
| CSPI | Sell | CSP INC | $3,750,786 | +143884.1% | 275,996 | -0.1% | 0.32% | +32.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $3,733,471 | +49812.7% | 7,898 | -48.6% | 0.32% | -54.2% |
| CVS | Buy | CVS HEALTH CORP | $3,703,706 | +84151.7% | 49,841 | +5.7% | 0.31% | -22.7% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $3,694,751 | +111020.3% | 19,394 | +6.5% | 0.31% | +2.0% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $3,611,880 | +661416.5% | 20,312 | +533.6% | 0.31% | +512.0% |
| USMV | Sell | ISHARES TRmsci usa min vol | $3,565,873 | +78305.3% | 49,022 | -22.3% | 0.30% | -28.1% |
| IWB | Sell | ISHARES TRrus 1000 etf | $3,539,525 | +101552.1% | 15,715 | -5.0% | 0.30% | -6.5% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $3,481,424 | +125311.5% | 52,685 | +22.8% | 0.30% | +15.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,449,178 | +104483.9% | 11,171 | +4.6% | 0.29% | -3.9% |
| USRT | Sell | ISHARES TRcre u s reit etf | $3,403,602 | +90445.4% | 67,532 | -11.2% | 0.29% | -17.0% |
| Buy | DIMENSIONAL ETF TRUSTus mktwide value | $3,329,787 | +104151.3% | 99,456 | +4.2% | 0.28% | -4.4% | |
| EMR | Buy | EMERSON ELEC CO | $3,302,275 | +91274.5% | 37,896 | +0.7% | 0.28% | -16.2% |
| IEFA | Buy | ISHARES TRcore msci eafe | $3,280,709 | +193566.4% | 49,076 | +78.6% | 0.28% | +78.2% |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $3,276,525 | – | 102,009 | +100.0% | 0.28% | – |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $3,267,273 | +91164.6% | 15,098 | -15.4% | 0.28% | -16.1% |
| USB | Buy | US BANCORP DEL | $3,219,263 | +90968.3% | 89,300 | +10.2% | 0.27% | -16.3% |
| SDY | Buy | SPDR SER TRs&p divid etf | $3,224,594 | +101366.1% | 26,066 | +2.6% | 0.27% | -6.8% |
| Buy | GSK PLCsponsored adr | $3,071,977 | +1116982.5% | 86,340 | +1003.2% | 0.26% | +940.0% | |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $3,002,865 | +126549.7% | 72,428 | +24.9% | 0.25% | +16.0% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $2,862,161 | +98256.0% | 14,790 | -2.6% | 0.24% | -9.7% |
| DVY | Buy | ISHARES TRselect divid etf | $2,871,042 | +105725.4% | 24,501 | +8.9% | 0.24% | -2.8% |
| JPHY | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders usd | $2,730,224 | +72415.9% | 60,766 | -29.2% | 0.23% | -33.6% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $2,719,315 | +104328.4% | 27,399 | +3.8% | 0.23% | -4.2% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $2,686,692 | +97491.4% | 56,502 | -3.6% | 0.23% | -10.2% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $2,652,588 | +107816.5% | 39,210 | +1.4% | 0.22% | -0.9% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $2,633,074 | +128405.3% | 114,184 | +20.4% | 0.22% | +18.0% | |
| MMM | New | 3M CO | $2,574,955 | – | 24,498 | +100.0% | 0.22% | – |
| PALC | Sell | PACER FDS TRlunt lrgcp multi | $2,546,794 | +98269.8% | 73,543 | -0.1% | 0.22% | -9.6% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $2,505,216 | +161631.2% | 54,461 | +58.2% | 0.21% | +48.3% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $2,388,071 | +109898.7% | 58,203 | +7.4% | 0.20% | +1.0% |
| PSEP | Sell | INNOVATOR ETFS TRus eqty pwr buf | $2,385,309 | +104198.6% | 77,748 | -0.5% | 0.20% | -4.3% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $2,320,987 | +379146.2% | 31,821 | +290.0% | 0.20% | +251.8% |
| FB | Sell | META PLATFORMS INCcl a | $2,328,815 | +173046.1% | 10,988 | -1.7% | 0.20% | +58.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,297,162 | +106695.1% | 5,611 | -0.2% | 0.20% | -2.0% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $2,274,771 | +28391.6% | 45,143 | -71.5% | 0.19% | -73.8% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $2,213,694 | +102766.8% | 155,675 | +6.9% | 0.19% | -5.5% |
| XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $2,188,329 | +90289.5% | 41,762 | -7.7% | 0.18% | -17.0% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $2,185,248 | +94952.1% | 43,679 | -10.4% | 0.18% | -12.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $2,178,757 | +148925.8% | 16,830 | +56.4% | 0.18% | +37.0% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,157,921 | +106411.4% | 6,724 | -11.6% | 0.18% | -2.1% |
| Buy | INNOVATOR ETFS TRladdered alc bfr | $2,158,557 | +185502.5% | 88,308 | +74.9% | 0.18% | +71.0% | |
| TIP | Sell | ISHARES TRtips bd etf | $2,159,623 | +100347.6% | 19,588 | -3.0% | 0.18% | -7.6% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $2,059,640 | +164671.2% | 39,411 | +62.0% | 0.18% | +52.2% |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $2,061,926 | +112022.1% | 22,582 | +9.6% | 0.18% | +2.9% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,054,444 | +101054.3% | 11,516 | -1.1% | 0.17% | -7.0% |
| SPMB | Sell | SPDR SER TRport mtg bk etf | $1,984,977 | +100968.1% | 89,494 | -1.1% | 0.17% | -7.2% |
| ROL | Sell | ROLLINS INC | $1,987,889 | +102315.7% | 52,968 | -0.3% | 0.17% | -6.1% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $1,943,769 | +131235.7% | 28,401 | +25.4% | 0.16% | +20.4% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $1,933,105 | +107414.2% | 8,523 | +1.7% | 0.16% | -1.2% |
| BA | Buy | BOEING CO | $1,902,531 | +120313.4% | 8,956 | +8.0% | 0.16% | +10.3% |
| LNDC | Sell | LIFECORE BIOMEDICAL INC | $1,888,516 | +57990.3% | 500,269 | -0.3% | 0.16% | -46.7% |
| IP | Sell | INTERNATIONAL PAPER CO | $1,892,378 | +101150.8% | 52,479 | -2.7% | 0.16% | -7.5% |
| HD | Buy | HOME DEPOT INC | $1,871,938 | +94156.7% | 6,343 | +0.9% | 0.16% | -13.1% |
| VOX | Sell | VANGUARD WORLD FDS | $1,840,403 | +94913.1% | 19,038 | -19.2% | 0.16% | -12.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,828,695 | +121488.8% | 17,629 | +3.4% | 0.16% | +11.5% |
| TSLA | Buy | TESLA INC | $1,814,975 | +183045.8% | 8,749 | +8.7% | 0.15% | +69.2% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $1,800,616 | +73877.6% | 24,101 | -26.2% | 0.15% | -32.0% |
| SDOG | New | ALPS ETF TRsectr div dogs | $1,805,005 | – | 35,254 | +100.0% | 0.15% | – |
| IYW | ISHARES TRu.s. tech etf | $1,790,232 | +124481.2% | 19,289 | 0.0% | 0.15% | +14.3% | |
| Buy | INNOVATOR ETFS TRladerd alctn pwr | $1,791,440 | +177798.7% | 49,870 | +70.3% | 0.15% | +63.4% | |
| NVDA | Buy | NVIDIA CORPORATION | $1,774,327 | +190687.8% | 6,388 | +0.4% | 0.15% | +74.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,747,464 | +454968.8% | 3,517 | +317.7% | 0.15% | +322.9% |
| VFVA | Buy | VANGUARD WELLINGTON FDus value factr | $1,743,762 | +100463.0% | 17,982 | +2.3% | 0.15% | -7.5% |
| New | WORLD GOLD TRspdr gld minis | $1,714,817 | – | 43,846 | +100.0% | 0.14% | – | |
| MUB | Sell | ISHARES TRnational mun etf | $1,712,431 | +91278.4% | 15,894 | -10.5% | 0.14% | -16.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,709,420 | +115323.4% | 16,437 | -1.5% | 0.14% | +5.8% |
| Sell | ZURN ELKAY WATER SOLNS CORP | $1,700,897 | +96050.2% | 79,630 | -4.8% | 0.14% | -11.7% | |
| TXN | Sell | TEXAS INSTRS INC | $1,647,022 | +110810.6% | 8,854 | -1.5% | 0.14% | +2.2% |
| COPX | Sell | GLOBAL X FDSglobal x copper | $1,604,583 | +103022.3% | 41,451 | -5.6% | 0.14% | -5.6% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $1,610,384 | +100423.3% | 11,753 | +1.7% | 0.14% | -8.1% |
| CALF | New | PACER FDS TRpacer us small | $1,586,290 | – | 41,679 | +100.0% | 0.13% | – |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,578,523 | +102735.4% | 22,071 | -5.6% | 0.13% | -5.6% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $1,574,337 | +120631.4% | 48,666 | +7.0% | 0.13% | +10.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,537,936 | +110225.4% | 4,232 | +5.6% | 0.13% | +0.8% |
| CNC | Sell | CENTENE CORP DEL | $1,523,108 | +74416.0% | 24,096 | -3.3% | 0.13% | -31.7% |
| ACWV | Sell | ISHARES INCmsci gbl min vol | $1,491,737 | +101034.7% | 15,418 | -0.7% | 0.13% | -7.4% |
| AZO | AUTOZONE INC | $1,489,639 | +99541.4% | 606 | 0.0% | 0.13% | -8.7% | |
| PEP | Sell | PEPSICO INC | $1,490,596 | +89425.3% | 8,177 | -11.3% | 0.13% | -18.2% |
| GUNR | Buy | FLEXSHARES TRmornstar upstr | $1,473,681 | +162737.7% | 34,847 | +67.4% | 0.12% | +48.8% |
| SJNK | Buy | SPDR SER TRbloomberg sht te | $1,476,287 | +106031.3% | 59,432 | +3.5% | 0.12% | -2.3% |
| New | OAKTREE SPECIALTY LENDING CO | $1,457,983 | – | 77,676 | +100.0% | 0.12% | – | |
| MCD | Buy | MCDONALDS CORP | $1,462,295 | +108782.7% | 5,230 | +2.6% | 0.12% | 0.0% |
| GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr | $1,453,858 | +154730.5% | 29,115 | +53.7% | 0.12% | +41.4% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $1,443,581 | +64692.7% | 18,950 | -36.9% | 0.12% | -40.8% |
| HON | Sell | HONEYWELL INTL INC | $1,417,702 | +84996.2% | 7,418 | -4.6% | 0.12% | -22.1% |
| MRK | Buy | MERCK & CO INC | $1,388,946 | +97506.9% | 13,055 | +1.8% | 0.12% | -9.9% |
| PFEB | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,397,252 | +470355.2% | 47,802 | +356.5% | 0.12% | +337.0% |
| AOA | Sell | ISHARES TRaggres alloc etf | $1,383,038 | +91129.4% | 21,749 | -14.3% | 0.12% | -16.4% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $1,378,846 | +107706.6% | 23,955 | +0.9% | 0.12% | -0.8% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,354,985 | +102317.6% | 6,639 | -4.0% | 0.12% | -5.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,339,280 | +116056.1% | 27,688 | +8.5% | 0.11% | +6.6% |
| FEMS | New | FIRST TR EXCH TRD ALPHDX FDem sml cp alph | $1,335,765 | – | 35,898 | +100.0% | 0.11% | – |
| BAC | Sell | BANK AMERICA CORP | $1,311,437 | +78997.5% | 45,854 | -8.4% | 0.11% | -27.5% |
| REGL | Buy | PROSHARES TRs&p mdcp 400 div | $1,305,884 | +105725.3% | 18,458 | +7.1% | 0.11% | -2.6% |
| New | J P MORGAN EXCHANGE TRADED Factive growth | $1,246,690 | – | 25,365 | +100.0% | 0.11% | – | |
| IQLT | Sell | ISHARES TRmsci intl qualty | $1,241,925 | +70705.3% | 35,182 | -35.0% | 0.10% | -35.2% |
| AEM | Buy | AGNICO EAGLE MINES LTD | $1,208,283 | +98294.4% | 23,706 | +0.4% | 0.10% | -9.7% |
| HYGV | Buy | FLEXSHARES TRhig yld vl etf | $1,193,720 | +120966.9% | 29,308 | +18.5% | 0.10% | +11.0% |
| SLVP | Buy | ISHARES INCmsci glb slv&mtl | $1,186,895 | +112722.7% | 103,569 | +3.5% | 0.10% | +4.1% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $1,180,160 | +389391.7% | 8,000 | +305.3% | 0.10% | +257.1% |
| ISCG | Buy | ISHARES TRmrgstr sm cp gr | $1,103,862 | +109193.3% | 28,317 | +1.1% | 0.09% | +1.1% |
| YMAR | New | FIRST TR EXCHNG TRADED FD VIft cboe vst intl | $1,113,288 | – | 53,808 | +100.0% | 0.09% | – |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $1,114,913 | +115315.4% | 8,025 | +0.1% | 0.09% | +5.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,081,798 | +110740.0% | 11,187 | +8.5% | 0.09% | +2.2% |
| BALT | Buy | INNOVATOR ETFS TRdefined wlt shld | $1,073,243 | +225371.2% | 39,414 | +120.2% | 0.09% | +106.8% |
| V | Buy | VISA INC | $1,064,017 | +121086.4% | 4,719 | +11.7% | 0.09% | +11.1% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $1,047,929 | +70849.8% | 8,907 | -30.7% | 0.09% | -34.6% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,034,536 | +112349.6% | 12,458 | +11.7% | 0.09% | +3.5% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $1,035,128 | +101782.7% | 14,036 | -0.2% | 0.09% | -6.4% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $993,322 | +95411.7% | 24,394 | -8.8% | 0.08% | -12.5% |
| OXY | Sell | OCCIDENTAL PETE CORP | $987,341 | +98732.9% | 15,815 | -0.2% | 0.08% | -8.7% |
| JCPB | New | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $979,457 | – | 20,668 | +100.0% | 0.08% | – |
| EFG | Sell | ISHARES TReafe grwth etf | $974,272 | +106145.6% | 10,400 | -5.0% | 0.08% | -2.4% |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $981,579 | – | 20,925 | +100.0% | 0.08% | – |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $970,928 | +82391.8% | 15,560 | -15.5% | 0.08% | -24.8% |
| T | Buy | AT&T INC | $958,635 | +106061.1% | 49,799 | +1.6% | 0.08% | -2.4% |
| UNP | Buy | UNION PAC CORP | $953,710 | +113436.9% | 4,739 | +16.8% | 0.08% | +3.8% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $948,201 | +80873.6% | 11,820 | -21.8% | 0.08% | -25.9% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $942,001 | +109562.5% | 25,201 | +8.3% | 0.08% | +1.3% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $947,819 | +327865.1% | 8,814 | +231.4% | 0.08% | +196.3% |
| ICSH | New | ISHARES TRblackrock ultra | $928,218 | – | 18,472 | +100.0% | 0.08% | – |
| New | AMERICAN CENTY ETF TRshort durtn strg | $932,866 | – | 18,197 | +100.0% | 0.08% | – | |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $906,829 | +93774.6% | 20,116 | -3.1% | 0.08% | -13.5% |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $908,884 | – | 23,918 | +100.0% | 0.08% | – |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $900,189 | +146989.7% | 16,835 | +37.9% | 0.08% | +35.7% |
| DVN | Sell | DEVON ENERGY CORP NEW | $896,317 | +80941.3% | 17,710 | -1.5% | 0.08% | -25.5% |
| SHV | Buy | ISHARES TRshort treas bd | $867,415 | +140714.1% | 7,850 | +40.1% | 0.07% | +29.8% |
| CAT | Sell | CATERPILLAR INC | $867,530 | +92584.8% | 3,791 | -3.0% | 0.07% | -14.0% |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $865,424 | +89211.0% | 7,595 | -25.9% | 0.07% | -18.0% |
| FXN | Sell | FIRST TR EXCHANGE TRADED FDenergy alphadx | $840,129 | +40116.8% | 54,132 | -55.7% | 0.07% | -63.2% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $823,505 | +115236.8% | 31,931 | +12.3% | 0.07% | +6.1% |
| Buy | EA SERIES TRUSTstrive 500 etf | $809,567 | +327659.9% | 31,006 | +204.0% | 0.07% | +200.0% | |
| IYF | ISHARES TRu.s. finls etf | $808,506 | +94131.5% | 11,365 | 0.0% | 0.07% | -12.7% | |
| FMBH | Sell | FIRST MID ILL BANCSHARES INC | $819,050 | +64904.0% | 30,090 | -23.4% | 0.07% | -40.5% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $804,309 | +137154.1% | 32,709 | +36.3% | 0.07% | +25.9% |
| PM | Buy | PHILIP MORRIS INTL INC | $790,557 | +206852.1% | 8,129 | +115.5% | 0.07% | +91.4% |
| AEE | Sell | AMEREN CORP | $787,118 | +77755.4% | 9,111 | -19.9% | 0.07% | -28.0% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $790,374 | +336229.4% | 21,173 | +269.1% | 0.07% | +204.5% |
| Buy | J P MORGAN EXCHANGE TRADED F | $784,920 | +322912.3% | 17,147 | +218.4% | 0.07% | +204.5% | |
| NEM | Sell | NEWMONT CORP | $781,790 | +101037.1% | 15,948 | -2.6% | 0.07% | -7.0% |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $780,519 | +72237.3% | 33,228 | -24.6% | 0.07% | -34.0% |
| GLD | Buy | SPDR GOLD TR | $775,937 | +201966.9% | 4,235 | +87.3% | 0.07% | +88.6% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $766,053 | +213285.2% | 7,571 | +107.0% | 0.06% | +97.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $767,657 | +121557.2% | 1,992 | +6.3% | 0.06% | +12.1% |
| FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $765,219 | – | 4,936 | +100.0% | 0.06% | – |
| LLY | Buy | LILLY ELI & CO | $772,900 | +105921.9% | 2,251 | +12.9% | 0.06% | -3.0% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $751,135 | +77576.8% | 16,136 | -24.1% | 0.06% | -28.1% |
| MARB | New | FIRST TR EXCH TRADED FD IIImerger arbitra | $739,450 | – | 36,752 | +100.0% | 0.06% | – |
| IWV | Buy | ISHARES TRrussell 3000 etf | $730,981 | +106925.0% | 3,105 | +0.4% | 0.06% | -1.6% |
| NOW | Sell | SERVICENOW INC | $728,681 | +115015.5% | 1,568 | -3.8% | 0.06% | +6.9% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $720,600 | +349705.8% | 15,069 | +241.7% | 0.06% | +221.1% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $724,361 | +80295.2% | 2,178 | -19.9% | 0.06% | -26.5% |
| SBUX | Sell | STARBUCKS CORP | $723,951 | +10208.3% | 6,952 | -90.2% | 0.06% | -90.6% |
| ORCL | Buy | ORACLE CORP | $709,706 | +197589.7% | 7,638 | +73.9% | 0.06% | +81.8% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $710,802 | +75921.6% | 9,293 | -25.2% | 0.06% | -30.2% |
| COP | Buy | CONOCOPHILLIPS | $698,730 | +86056.6% | 7,043 | +2.5% | 0.06% | -21.3% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $690,540 | +106794.7% | 8,068 | -4.4% | 0.06% | -1.7% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $695,786 | +101474.6% | 5,608 | -6.7% | 0.06% | -6.3% |
| Buy | PIMCO ETF TR | $682,687 | +181465.7% | 15,362 | +77.9% | 0.06% | +65.7% | |
| CI | Sell | THE CIGNA GROUP | $681,474 | +68389.8% | 2,667 | -11.2% | 0.06% | -37.0% |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $682,422 | – | 14,256 | +100.0% | 0.06% | – |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $673,215 | +199667.1% | 4,502 | +72.6% | 0.06% | +83.9% |
| MELI | Buy | MERCADOLIBRE INC | $675,486 | +215022.9% | 512 | +38.0% | 0.06% | +96.6% |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $667,450 | +110956.6% | 7,943 | +8.7% | 0.06% | +3.6% |
| Buy | EA SERIES TRUSTstrive us energy | $677,184 | +150720.5% | 24,359 | +59.9% | 0.06% | +39.0% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $655,128 | +116887.1% | 9,452 | +21.6% | 0.06% | +7.7% |
| CRM | Buy | SALESFORCE INC | $658,882 | +165865.2% | 3,298 | +10.0% | 0.06% | +51.4% |
| EMLP | FIRST TR EXCHANGE-TRADED FDno amer energy | $648,920 | +99733.8% | 24,368 | 0.0% | 0.06% | -8.3% | |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $632,193 | +101866.6% | 6,982 | -4.6% | 0.05% | -5.3% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $621,893 | +59582.6% | 9,187 | -37.8% | 0.05% | -44.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $617,574 | +83695.7% | 1,307 | -6.0% | 0.05% | -23.5% |
| SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $614,528 | +107335.0% | 15,538 | +0.2% | 0.05% | -1.9% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $606,660 | +147505.8% | 6,190 | -2.5% | 0.05% | +34.2% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $596,604 | +93705.7% | 12,228 | -7.2% | 0.05% | -13.6% |
| SMMU | Buy | PIMCO ETF TRshtrm mun bd act | $604,809 | +302304.5% | 12,150 | +198.8% | 0.05% | +183.3% |
| BFEB | Buy | INNOVATOR ETFS TRus eqty bufr feb | $588,084 | +188994.5% | 18,386 | +76.9% | 0.05% | +72.4% |
| DUK | Buy | DUKE ENERGY CORP NEW | $578,048 | +113242.7% | 5,992 | +21.1% | 0.05% | +4.3% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $576,876 | +106531.4% | 6,499 | -2.0% | 0.05% | -2.0% |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $580,344 | +87964.3% | 10,165 | -12.1% | 0.05% | -19.7% |
| BLOK | Buy | AMPLIFY ETF TRblockchain ldr | $579,572 | +133441.9% | 29,952 | +4.4% | 0.05% | +22.5% |
| DIS | Buy | DISNEY WALT CO | $573,657 | +121437.5% | 5,729 | +5.4% | 0.05% | +11.4% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $564,149 | +81189.5% | 5,164 | -23.5% | 0.05% | -25.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $567,110 | +116111.1% | 11,623 | +11.2% | 0.05% | +6.7% |
| IHAK | Sell | ISHARES TRcybersecurity | $557,438 | +104878.9% | 15,335 | -4.6% | 0.05% | -4.1% |
| MS | Sell | MORGAN STANLEY | $553,290 | +101795.0% | 6,302 | -1.4% | 0.05% | -6.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $552,565 | +106367.2% | 9,285 | +1.0% | 0.05% | -2.1% |
| PDEC | INNOVATOR ETFS TRus eqty pwr buf | $546,066 | +105115.0% | 17,363 | 0.0% | 0.05% | -4.2% | |
| IYH | Buy | ISHARES TRus hlthcare etf | $540,659 | +96274.2% | 1,980 | +0.2% | 0.05% | -11.5% |
| SHEN | Sell | SHENANDOAH TELECOMMUNICATION | $548,632 | +117129.1% | 28,845 | -2.0% | 0.05% | +7.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $539,766 | +94100.0% | 5,116 | -3.4% | 0.05% | -13.2% |
| TQQQ | New | PROSHARES TRultrapro qqq | $546,154 | – | 19,326 | +100.0% | 0.05% | – |
| EFV | Buy | ISHARES TReafe value etf | $541,798 | +120837.1% | 11,164 | +14.4% | 0.05% | +12.2% |
| New | EA SERIES TRUSTea bridgeway omn | $533,333 | – | 30,424 | +100.0% | 0.04% | – | |
| ABT | Buy | ABBOTT LABS | $526,895 | +96934.1% | 5,203 | +5.1% | 0.04% | -10.0% |
| BX | Buy | BLACKSTONE INC | $535,773 | +120298.4% | 6,099 | +1.7% | 0.04% | +9.8% |
| IOO | Buy | ISHARES TRglobal 100 etf | $526,221 | +109529.4% | 7,511 | +0.3% | 0.04% | +2.3% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $523,821 | +117612.6% | 617 | +17.1% | 0.04% | +7.3% |
| PJAN | New | INNOVATOR ETFS TRus eqty pwr buf | $513,725 | – | 15,469 | +100.0% | 0.04% | – |
| BAUG | Sell | INNOVATOR ETFS TRus equt bufr aug | $503,387 | +94878.7% | 15,949 | -9.9% | 0.04% | -12.2% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $490,203 | +107636.9% | 8,855 | -1.3% | 0.04% | 0.0% |
| Buy | INNOVATOR ETFS TRus eqt acc 9 bfr | $481,969 | +209451.7% | 20,670 | +97.1% | 0.04% | +95.2% | |
| ESGU | Sell | ISHARES TResg awr msci usa | $487,700 | +97245.3% | 5,392 | -8.7% | 0.04% | -10.9% |
| MGV | Sell | VANGUARD WORLD FDmega cap val etf | $479,899 | +96653.8% | 4,751 | -1.5% | 0.04% | -10.9% |
| NAPR | INNOVATOR ETFS TRgrwt100 pwr bf | $479,780 | +114133.3% | 12,321 | 0.0% | 0.04% | +5.1% | |
| F | Buy | FORD MTR CO DEL | $484,988 | +127865.2% | 38,491 | +18.1% | 0.04% | +17.1% |
| DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $478,156 | +105453.2% | 10,762 | -1.2% | 0.04% | -2.4% |
| NEE | Buy | NEXTERA ENERGY INC | $475,135 | +95500.6% | 6,164 | +3.6% | 0.04% | -13.0% |
| PAPR | Buy | INNOVATOR ETFS TRus eqt pwr buf | $472,252 | +127191.6% | 16,063 | +21.6% | 0.04% | +17.6% |
| BIP | Sell | BROOKFIELD INFRAST PARTNERSlp int unit | $469,632 | +97334.0% | 13,907 | -10.5% | 0.04% | -9.1% |
| New | DIMENSIONAL ETF TRUSTintl small cap v | $459,198 | – | 19,290 | +100.0% | 0.04% | – | |
| DE | Sell | DEERE & CO | $463,180 | +84731.5% | 1,122 | -11.8% | 0.04% | -22.0% |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $459,117 | – | 5,692 | +100.0% | 0.04% | – |
| ET | Buy | ENERGY TRANSFER L P | $448,843 | +106009.5% | 35,994 | +1.0% | 0.04% | -2.6% |
| FLMI | New | FRANKLIN TEMPLETON ETF TRfranklin dyn mun | $432,238 | – | 18,070 | +100.0% | 0.04% | – |
| WMB | Sell | WILLIAMS COS INC | $436,189 | +90395.6% | 14,608 | -0.3% | 0.04% | -15.9% |
| AOM | Buy | ISHARES TRmodert alloc etf | $437,710 | +111560.7% | 10,981 | +6.4% | 0.04% | +2.8% |
| PMAR | New | INNOVATOR ETFS TRus eqty pwr buf | $427,250 | – | 13,281 | +100.0% | 0.04% | – |
| New | AMERICAN CENTY ETF TRus large cap vlu | $426,002 | – | 8,335 | +100.0% | 0.04% | – | |
| IDNA | Buy | ISHARES TRgenomics immun | $426,239 | +92965.3% | 18,317 | +0.8% | 0.04% | -14.3% |
| TGT | Sell | TARGET CORP | $417,108 | +99925.9% | 2,518 | -10.1% | 0.04% | -7.9% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $411,248 | +107275.5% | 10,848 | -0.9% | 0.04% | 0.0% |
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $398,084 | – | 16,875 | +100.0% | 0.03% | – | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $401,083 | +126825.0% | 5,753 | +21.4% | 0.03% | +17.2% |
| LADR | Buy | LADDER CAP CORPcl a | $398,306 | +101508.7% | 42,149 | +7.8% | 0.03% | -5.6% |
| AMAT | Sell | APPLIED MATLS INC | $396,004 | +116715.3% | 3,224 | -7.5% | 0.03% | +9.7% |
| FCTR | FIRST TR EXCHANGE-TRADED FDlunt us factor | $397,851 | +98378.0% | 14,498 | 0.0% | 0.03% | -8.1% | |
| O | Buy | REALTY INCOME CORP | $384,702 | +108572.9% | 6,076 | +9.0% | 0.03% | 0.0% |
| FDX | Buy | FEDEX CORP | $375,139 | +148176.3% | 1,642 | +12.6% | 0.03% | +39.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $371,898 | +58100.0% | 9,205 | -43.9% | 0.03% | -45.8% |
| IEO | New | ISHARES TRus oil gs ex etf | $371,815 | – | 4,333 | +100.0% | 0.03% | – |
| PJUN | Sell | INNOVATOR ETFS TRus eqty pwr buf | $378,936 | +95590.9% | 12,313 | -7.7% | 0.03% | -13.5% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $383,175 | +108756.5% | 9,366 | +1.1% | 0.03% | 0.0% |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION | $374,101 | +109929.7% | 29,667 | +0.9% | 0.03% | +3.2% |
| JMST | New | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $379,077 | – | 7,464 | +100.0% | 0.03% | – |
| XME | New | SPDR SER TRs&p metals mng | $380,117 | – | 7,150 | +100.0% | 0.03% | – |
| IVE | ISHARES TRs&p 500 val etf | $375,008 | +104650.8% | 2,471 | 0.0% | 0.03% | -3.0% | |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $366,004 | +121901.3% | 21,341 | +13.4% | 0.03% | +10.7% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $362,820 | +88177.4% | 2,768 | -5.0% | 0.03% | -18.4% |
| AVDE | New | AMERICAN CENTY ETF TRintl eqt etf | $363,730 | – | 6,378 | +100.0% | 0.03% | – |
| KKR | Sell | KKR & CO INC | $365,224 | +105456.1% | 6,954 | -6.7% | 0.03% | -3.1% |
| HNDL | Sell | STRATEGY SHSns 7handl idx | $366,325 | +47785.6% | 18,108 | -53.7% | 0.03% | -56.3% |
| BNOV | Sell | INNOVATOR ETFS TRus eqty buf nov | $369,146 | +92883.9% | 11,680 | -12.4% | 0.03% | -16.2% |
| VLO | Sell | VALERO ENERGY CORP | $367,674 | +109326.8% | 2,634 | -0.7% | 0.03% | 0.0% |
| STAG | Buy | STAG INDL INC | $368,198 | +104799.7% | 10,887 | +0.3% | 0.03% | -3.1% |
| New | EA SERIES TRUSTstrive us semico | $357,643 | – | 11,648 | +100.0% | 0.03% | – | |
| RJF | Buy | RAYMOND JAMES FINL INC | $359,522 | +87162.6% | 3,855 | +0.0% | 0.03% | -21.1% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $357,464 | +72703.3% | 4,143 | -28.6% | 0.03% | -33.3% |
| WFC | Buy | WELLS FARGO CO NEW | $352,127 | +93800.5% | 9,420 | +3.8% | 0.03% | -14.3% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $343,995 | +99898.5% | 13,282 | -6.8% | 0.03% | -9.4% |
| LUV | Sell | SOUTHWEST AIRLS CO | $338,386 | +89896.3% | 10,399 | -7.0% | 0.03% | -17.1% |
| PLD | Sell | PROLOGIS INC. | $346,486 | +107504.3% | 2,777 | -2.9% | 0.03% | -3.3% |
| BP | Sell | BP PLCsponsored adr | $334,201 | +104665.2% | 8,809 | -3.5% | 0.03% | -3.4% |
| POCT | Sell | INNOVATOR ETFS TRus eqty pwr buf | $328,952 | +70188.9% | 10,400 | -33.1% | 0.03% | -34.9% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $328,679 | +101344.1% | 4,844 | -1.9% | 0.03% | -6.7% |
| BCRX | Buy | BIOCRYST PHARMACEUTICALS INC | $333,100 | +72788.4% | 39,940 | +0.4% | 0.03% | -33.3% |
| JMUB | New | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $325,706 | – | 6,433 | +100.0% | 0.03% | – |
| TTD | Buy | THE TRADE DESK INC | $331,350 | +137962.5% | 5,440 | +1.5% | 0.03% | +27.3% |
| STZ | CONSTELLATION BRANDS INCcl a | $335,215 | +97346.2% | 1,484 | 0.0% | 0.03% | -12.5% | |
| XLC | Buy | SELECT SECTOR SPDR TR | $319,647 | +131442.0% | 5,514 | +8.9% | 0.03% | +22.7% |
| NHF | New | NEXPOINT DIVERSIFIED REL ET | $322,040 | – | 31,025 | +100.0% | 0.03% | – |
| ITW | Buy | ILLINOIS TOOL WKS INC | $314,138 | +123091.4% | 1,290 | +11.4% | 0.03% | +12.5% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $324,166 | +111681.4% | 5,074 | +2.4% | 0.03% | 0.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $312,861 | +79306.3% | 956 | -16.7% | 0.03% | -25.0% |
| MU | Sell | MICRON TECHNOLOGY INC | $321,281 | +111844.6% | 5,325 | -7.2% | 0.03% | +3.8% |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $319,041 | +72907.1% | 11,386 | -29.6% | 0.03% | -32.5% |
| ITA | Buy | ISHARES TRus aer def etf | $315,875 | +125247.2% | 2,745 | +21.8% | 0.03% | +17.4% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $322,521 | +106342.6% | 5,944 | -1.7% | 0.03% | -3.6% |
| PJUL | INNOVATOR ETFS TRus eqty pwr buf | $311,179 | +104674.1% | 9,835 | 0.0% | 0.03% | -3.7% | |
| ENB | Buy | ENBRIDGE INC | $312,064 | +113377.8% | 8,180 | +16.5% | 0.03% | +4.0% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $310,321 | +115261.0% | 4,107 | +12.4% | 0.03% | +4.0% |
| DLR | Sell | DIGITAL RLTY TR INC | $312,053 | +6928.2% | 3,174 | -92.8% | 0.03% | -93.7% |
| PAUG | Sell | INNOVATOR ETFS TRus eqty pwr bf | $309,278 | +102650.2% | 10,484 | -1.4% | 0.03% | -7.1% |
| HDV | Buy | ISHARES TRcore high dv etf | $304,268 | +100318.5% | 2,993 | +3.0% | 0.03% | -7.1% |
| ETN | Sell | EATON CORP PLC | $299,788 | +104721.0% | 1,750 | -3.9% | 0.02% | -3.8% |
| OKE | Sell | ONEOK INC NEW | $289,395 | +81881.6% | 4,555 | -15.3% | 0.02% | -24.2% |
| WELL | Sell | WELLTOWER INC | $291,707 | +104830.6% | 4,069 | -4.1% | 0.02% | -3.8% |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $290,276 | – | 3,403 | +100.0% | 0.02% | – |
| AMLP | Buy | ALPS ETF TRalerian mlp | $292,429 | +107016.8% | 7,566 | +5.7% | 0.02% | 0.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $294,525 | +100764.7% | 511 | -3.8% | 0.02% | -7.4% |
| CLF | Sell | CLEVELAND-CLIFFS INC NEW | $285,783 | +99476.0% | 15,591 | -12.4% | 0.02% | -7.7% |
| BLK | Sell | BLACKROCK INC | $277,339 | +93913.2% | 414 | -0.5% | 0.02% | -11.1% |
| URA | Sell | GLOBAL X FDSglobal x uranium | $287,828 | +92449.2% | 14,442 | -6.6% | 0.02% | -17.2% |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $283,432 | +96634.5% | 5,240 | -14.5% | 0.02% | -11.1% |
| Buy | PROSHARES TRultrapro sht qqq | $287,501 | +125446.3% | 9,792 | +130.7% | 0.02% | +14.3% | |
| MPC | Sell | MARATHON PETE CORP | $283,659 | +88821.3% | 2,104 | -23.2% | 0.02% | -17.2% |
| CG | Buy | CARLYLE GROUP INC | $276,123 | +104492.0% | 8,890 | +0.6% | 0.02% | -4.2% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $276,292 | +87891.1% | 2,821 | -9.4% | 0.02% | -20.7% |
| ZS | Buy | ZSCALER INC | $267,190 | +105508.7% | 2,287 | +1.3% | 0.02% | 0.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $269,797 | +102876.0% | 3,887 | +0.4% | 0.02% | -4.2% |
| SE | New | SEA LTDsponsord ads | $272,719 | – | 3,151 | +100.0% | 0.02% | – |
| AMT | Buy | AMERICAN TOWER CORP NEW | $272,970 | +98802.2% | 1,336 | +2.5% | 0.02% | -8.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $261,880 | +103409.9% | 1,047 | +0.1% | 0.02% | -4.3% |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $262,288 | +102758.0% | 4,977 | 0.0% | 0.02% | -8.3% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $260,835 | +103406.0% | 569 | 0.0% | 0.02% | -4.3% | |
| LOW | Sell | LOWES COS INC | $254,129 | +82142.4% | 1,271 | -18.2% | 0.02% | -24.1% |
| UMAR | New | INNOVATOR ETFS TRus eqt ultra bf | $263,046 | – | 9,159 | +100.0% | 0.02% | – |
| JPIB | Buy | J P MORGAN EXCHANGE TRADED Fintl bd opp etf | $254,085 | +126310.4% | 5,365 | +22.4% | 0.02% | +15.8% |
| BRT | Sell | BRT APARTMENTS CORP | $250,247 | +97272.4% | 12,690 | -3.1% | 0.02% | -12.5% |
| BSEP | Sell | INNOVATOR ETFS TRus eqty buf sep | $252,535 | +102975.5% | 7,863 | -2.5% | 0.02% | -8.7% |
| SFNC | SIMMONS 1ST NATL CORPcl a $1 par | $250,947 | +80850.6% | 14,348 | 0.0% | 0.02% | -27.6% | |
| NFLX | Sell | NETFLIX INC | $243,693 | +98561.1% | 705 | -15.8% | 0.02% | -8.7% |
| GM | Sell | GENERAL MTRS CO | $247,585 | +105705.6% | 6,750 | -2.9% | 0.02% | -4.5% |
| ROST | ROSS STORES INC | $249,225 | +91191.2% | 2,348 | 0.0% | 0.02% | -16.0% | |
| SMDV | New | PROSHARES TRruss 2000 divd | $252,217 | – | 4,132 | +100.0% | 0.02% | – |
| PLNT | Sell | PLANET FITNESS INCcl a | $244,194 | +62836.6% | 3,144 | -36.2% | 0.02% | -41.7% |
| OWL | Buy | BLUE OWL CAPITAL INC | $231,295 | +131317.6% | 20,875 | +25.9% | 0.02% | +25.0% |
| CTOS | New | CUSTOM TRUCK ONE SOURCE INC | $237,650 | – | 35,000 | +100.0% | 0.02% | – |
| ISRG | INTUITIVE SURGICAL INC | $230,178 | +96208.8% | 901 | 0.0% | 0.02% | -9.1% | |
| BOCT | Sell | INNOVATOR ETFS TRus eqty buf oct | $230,246 | +87114.4% | 6,810 | -18.1% | 0.02% | -16.7% |
| IVZ | INVESCO LTD | $238,941 | +91098.9% | 14,570 | 0.0% | 0.02% | -16.7% | |
| PNOV | Sell | INNOVATOR ETFS TRus eqty pwr buf | $232,999 | +92359.9% | 7,327 | -12.2% | 0.02% | -13.0% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $236,220 | +105355.4% | 2,589 | +3.8% | 0.02% | -4.8% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $240,589 | +59304.7% | 4,457 | -42.1% | 0.02% | -45.9% |
| PDI | Sell | PIMCO DYNAMIC INCOME FD | $235,593 | +96060.4% | 13,074 | -1.5% | 0.02% | -13.0% |
| EFSC | Sell | ENTERPRISE FINL SVCS CORP | $241,376 | +83421.1% | 5,413 | -8.4% | 0.02% | -25.9% |
| DRI | Buy | DARDEN RESTAURANTS INC | $234,292 | +115314.8% | 1,510 | +2.7% | 0.02% | +5.3% |
| HYMB | New | SPDR SER TRnuveen bloomberg | $231,949 | – | 9,263 | +100.0% | 0.02% | – |
| ALL | Sell | ALLSTATE CORP | $239,682 | +69172.3% | 2,163 | -15.1% | 0.02% | -37.5% |
| ITM | New | VANECK ETF TRUSTintrmdt muni etf | $228,207 | – | 4,911 | +100.0% | 0.02% | – |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $220,410 | +74615.3% | 1,585 | -21.6% | 0.02% | -29.6% |
| SNOW | New | SNOWFLAKE INCcl a | $226,806 | – | 1,470 | +100.0% | 0.02% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $220,096 | – | 2,154 | +100.0% | 0.02% | – |
| RF | REGIONS FINANCIAL CORP NEW | $228,919 | +85959.8% | 12,334 | 0.0% | 0.02% | -24.0% | |
| INFL | Buy | LISTED FD TRhorizon kinetics | $227,521 | +97969.4% | 7,377 | +0.1% | 0.02% | -9.5% |
| DG | Sell | DOLLAR GEN CORP NEW | $227,908 | +80718.4% | 1,083 | -5.4% | 0.02% | -26.9% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $227,949 | +88942.6% | 1,024 | -4.6% | 0.02% | -20.8% |
| ORI | Sell | OLD REP INTL CORP | $226,295 | +103231.1% | 9,063 | -0.0% | 0.02% | -5.0% |
| MDT | Sell | MEDTRONIC PLC | $209,773 | +102228.3% | 2,602 | -1.3% | 0.02% | -5.3% |
| PBT | New | PERMIAN BASIN RTY TRunit ben int | $212,817 | – | 8,722 | +100.0% | 0.02% | – |
| PBF | Sell | PBF ENERGY INCcl a | $216,800 | +104130.8% | 5,000 | -2.0% | 0.02% | -5.3% |
| NKE | NIKE INCcl b | $214,175 | +104887.7% | 1,746 | 0.0% | 0.02% | -5.3% | |
| BJAN | New | INNOVATOR ETFS TRus eqty bufr jan | $209,097 | – | 5,947 | +100.0% | 0.02% | – |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $213,753 | +78485.7% | 1,287 | -29.6% | 0.02% | -28.0% |
| CCI | Sell | CROWN CASTLE INC | $211,860 | +94480.4% | 1,583 | -3.9% | 0.02% | -14.3% |
| SQ | New | BLOCK INCcl a | $214,669 | – | 3,127 | +100.0% | 0.02% | – |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $216,641 | +58293.8% | 1,498 | -43.0% | 0.02% | -47.1% |
| WM | Sell | WASTE MGMT INC DEL | $213,537 | +72285.4% | 1,309 | -30.3% | 0.02% | -33.3% |
| ACWI | New | ISHARES TRmsci acwi etf | $205,717 | – | 2,257 | +100.0% | 0.02% | – |
| NVG | Sell | NUVEEN AMT FREE MUN CR INC F | $196,149 | +96051.5% | 16,651 | -0.7% | 0.02% | -10.5% |
| ACN | New | ACCENTURE PLC IRELAND | $200,639 | – | 702 | +100.0% | 0.02% | – |
| Buy | JACOBS SOLUTIONS INC | $206,401 | +100094.7% | 1,756 | +2.5% | 0.02% | -10.5% | |
| SLV | Sell | ISHARES SILVER TRishares | $206,048 | +93985.8% | 9,315 | -6.5% | 0.02% | -15.0% |
| DHR | Buy | DANAHER CORPORATION | $201,632 | +95915.2% | 800 | +1.3% | 0.02% | -10.5% |
| UJAN | Sell | INNOVATOR ETFS TRus eqt ultra bf | $205,207 | +90699.6% | 6,600 | -13.2% | 0.02% | -19.0% |
| NIO | Buy | NIO INCspon ads | $184,188 | +109535.7% | 17,525 | +1.7% | 0.02% | 0.0% |
| SH | New | PROSHARES TRshort s&p 500 ne | $185,988 | – | 12,399 | +100.0% | 0.02% | – |
| ASLE | Sell | AERSALE CORPORATION | $185,907 | +89278.4% | 10,796 | -16.0% | 0.02% | -15.8% |
| AMPY | Buy | AMPLIFY ENERGY CORP NEW | $179,891 | +148570.2% | 26,185 | +91.0% | 0.02% | +36.4% |
| AUPH | Buy | AURINIA PHARMACEUTICALS INC | $139,192 | +302491.3% | 12,700 | +18.7% | 0.01% | +200.0% |
| TMF | DIREXION SHS ETF TR20yr tres bull | $126,629 | +116073.4% | 14,260 | 0.0% | 0.01% | +10.0% | |
| CCL | New | CARNIVAL CORP | $124,503 | – | 12,266 | +100.0% | 0.01% | – |
| Buy | BENSON HILL INC | $122,211 | +45331.6% | 106,270 | +0.8% | 0.01% | -60.0% | |
| BKD | BROOKDALE SR LIVING INC | $123,310 | +108066.7% | 41,800 | 0.0% | 0.01% | -9.1% | |
| SOFI | SOFI TECHNOLOGIES INC | $108,046 | +131663.4% | 17,800 | 0.0% | 0.01% | +12.5% | |
| UNG | New | UNITED STS NAT GAS FD LPunit par | $105,141 | – | 15,150 | +100.0% | 0.01% | – |
| Buy | PLANET LABS PBC | $100,451 | +93779.4% | 25,560 | +4.1% | 0.01% | -10.0% | |
| BDJ | Buy | BLACKROCK ENHANCED EQUITY DI | $103,793 | +95122.9% | 12,083 | +0.3% | 0.01% | -10.0% |
| Sell | LUCID GROUP INC | $97,019 | +114040.0% | 12,067 | -3.6% | 0.01% | 0.0% | |
| Sell | IONQ INC | $72,355 | +176375.6% | 11,765 | -2.1% | 0.01% | +50.0% | |
| BRSP | BRIGHTSPIRE CAPITAL INC | $63,160 | +94168.7% | 10,705 | 0.0% | 0.01% | -16.7% | |
| SSSS | Buy | SURO CAPITAL CORP | $55,270 | +108272.5% | 15,268 | +13.4% | 0.01% | 0.0% |
| SACH | SACHEM CAP CORP | $41,664 | +112505.4% | 11,200 | 0.0% | 0.00% | +33.3% | |
| NSL | NUVEEN SR INCOME FD | $46,100 | +100117.4% | 10,000 | 0.0% | 0.00% | 0.0% | |
| ARDAGH METAL PACKAGING S A | $46,512 | +84467.3% | 11,400 | 0.0% | 0.00% | -20.0% | ||
| New | INNOVATE CORP | $34,452 | – | 11,600 | +100.0% | 0.00% | – | |
| Sell | MATTERPORT INC | $34,226 | +94972.2% | 12,537 | -2.3% | 0.00% | 0.0% | |
| Sell | PLANET LABS PBC*w exp 12/06/202 | $20,007 | +76850.0% | 29,000 | -4.2% | 0.00% | 0.0% | |
| GOEV | CANOO INC | $19,839 | +53518.9% | 30,400 | 0.0% | 0.00% | -33.3% | |
| Buy | ALGOMA STL GROUP INC*w exp 10/19/202 | $23,625 | +168650.0% | 13,500 | +8.0% | 0.00% | +100.0% | |
| LUMN | Sell | LUMEN TECHNOLOGIES INC | $26,985 | +46425.9% | 10,183 | -8.9% | 0.00% | -60.0% |
| RIGL | New | RIGEL PHARMACEUTICALS INC | $17,854 | – | 13,526 | +100.0% | 0.00% | – |
| Sell | CYXTERA TECHNOLOGIES INC | $7,330 | +9941.1% | 24,000 | -36.8% | 0.00% | -85.7% | |
| CDTX | New | CIDARA THERAPEUTICS INC | $16,520 | – | 13,008 | +100.0% | 0.00% | – |
| RIGETTI COMPUTING INC*w exp 99/99/999 | $1,320 | +131900.0% | 12,000 | 0.0% | 0.00% | – | ||
| GOEDWS | POLISHED COM INC*w exp 06/02/202 | $2,225 | +111150.0% | 22,500 | 0.0% | 0.00% | – | |
| ONCT | Exit | ONCTERNAL THERAPEUTICS INC | $0 | – | -10,100 | -100.0% | -0.00% | – |
| Exit | RIGETTI COMPUTING INC | $0 | – | -10,580 | -100.0% | -0.00% | – | |
| SENS | Exit | SENSEONICS HLDGS INC | $0 | – | -11,500 | -100.0% | -0.00% | – |
| Exit | DMY TECHNOLOGY GROUP INC VIunit 99/99/9999 | $0 | – | -12,200 | -100.0% | -0.01% | – | |
| VXX | Exit | BARCLAYS BANK PLCipth sr b s&p | $0 | – | -10,405 | -100.0% | -0.01% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -3,366 | -100.0% | -0.02% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -2,482 | -100.0% | -0.02% | – | |
| CBSH | Exit | COMMERCE BANCSHARES INC | $0 | – | -3,113 | -100.0% | -0.02% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -4,399 | -100.0% | -0.02% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,677 | -100.0% | -0.02% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -1,734 | -100.0% | -0.02% | – |
| OLN | Exit | OLIN CORP | $0 | – | -5,177 | -100.0% | -0.02% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -3,603 | -100.0% | -0.03% | – |
| SF | Exit | STIFEL FINL CORP | $0 | – | -5,074 | -100.0% | -0.03% | – |
| HUM | Exit | HUMANA INC | $0 | – | -637 | -100.0% | -0.03% | – |
| BMAR | Exit | INNOVATOR ETFS TRus eqty bufr mar | $0 | – | -9,931 | -100.0% | -0.03% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -6,244 | -100.0% | -0.04% | – |
| KNG | Exit | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $0 | – | -9,444 | -100.0% | -0.04% | – |
| ZROZ | Exit | PIMCO ETF TR25yr+ zero u s | $0 | – | -5,554 | -100.0% | -0.04% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -15,434 | -100.0% | -0.05% | – |
| KRE | Exit | SPDR SER TRs&p regl bkg | $0 | – | -9,427 | -100.0% | -0.05% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -6,632 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-05-15
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.