$193 Million is the total value of Capital Advisory Group Advisory Services, LLC's 519 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 25.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $9,635,000 | +2.5% | 34,678 | -8.7% | 4.99% | -5.0% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $9,022,000 | -0.4% | 108,894 | -0.6% | 4.68% | -7.6% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $7,875,000 | +27.9% | 23,515 | +17.8% | 4.08% | +18.6% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $6,182,000 | -2.4% | 121,875 | -2.6% | 3.20% | -9.4% |
AGG | Sell | ISHARES TRcore us aggbd et | $5,897,000 | -6.8% | 49,947 | -6.7% | 3.06% | -13.6% |
ICVT | Buy | ISHARES TRconv bd etf | $5,606,000 | +35.4% | 69,420 | +19.0% | 2.90% | +25.6% |
GLD | Buy | SPDR GOLD TR | $5,059,000 | +9.7% | 28,565 | +3.7% | 2.62% | +1.7% |
VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $4,912,000 | -1.5% | 51,277 | -2.2% | 2.54% | -8.7% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $4,855,000 | -7.1% | 28,505 | -14.6% | 2.52% | -13.8% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $4,714,000 | +2.4% | 25,439 | -1.8% | 2.44% | -5.1% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,160,000 | +13.8% | 32,332 | +3.6% | 2.16% | +5.5% |
FLRN | Buy | SPDR SER TRblomberg brc inv | $3,879,000 | +2.2% | 126,840 | +1.9% | 2.01% | -5.2% |
SPTM | Buy | SPDR SER TRportfoli s&p1500 | $3,730,000 | +14.5% | 91,222 | +5.7% | 1.93% | +6.2% |
DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $3,716,000 | +12.2% | 13,391 | +4.3% | 1.92% | +4.0% |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $3,506,000 | -8.2% | 42,214 | -8.1% | 1.82% | -14.9% |
AAPL | Buy | APPLE INC | $3,499,000 | +31.8% | 30,211 | +315.2% | 1.81% | +22.3% |
SHY | Sell | ISHARES TR1 3 yr treas bd | $3,288,000 | -3.9% | 38,006 | -3.8% | 1.70% | -10.9% |
PBND | Buy | INVESCO EXCH TRADED FD TR IIpurbeta us agg | $3,200,000 | +3.4% | 119,465 | +3.7% | 1.66% | -4.2% |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,798,000 | +5.7% | 25,883 | -0.5% | 1.45% | -2.0% |
IWM | Sell | ISHARES TRrussell 2000 etf | $2,782,000 | -15.2% | 18,571 | -19.0% | 1.44% | -21.4% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $2,656,000 | +0.8% | 28,410 | +0.4% | 1.38% | -6.6% |
TIP | Sell | ISHARES TRtips bd etf | $2,587,000 | -3.1% | 20,454 | -5.7% | 1.34% | -10.1% |
AMZN | Buy | AMAZON COM INC | $2,573,000 | +19.1% | 817 | +4.3% | 1.33% | +10.4% |
TMFC | Buy | RBB FD INCmotley fol etf | $2,393,000 | +36.5% | 75,025 | +19.9% | 1.24% | +26.7% |
MSFT | Buy | MICROSOFT CORP | $2,308,000 | +5.9% | 10,974 | +2.4% | 1.20% | -1.8% |
SDY | Sell | SPDR SER TRs&p divid etf | $2,032,000 | -1.7% | 21,986 | -3.0% | 1.05% | -8.8% |
HTGC | Buy | HERCULES CAPITAL INC | $2,021,000 | +34.7% | 174,694 | +22.0% | 1.05% | +24.9% |
PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $1,996,000 | +6.6% | 135,522 | +2.2% | 1.03% | -1.1% |
FB | Buy | FACEBOOK INCcl a | $1,659,000 | +18.9% | 6,335 | +3.1% | 0.86% | +10.4% |
PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $1,583,000 | +0.8% | 110,216 | +1.2% | 0.82% | -6.6% |
WMT | Buy | WALMART INC | $1,538,000 | +67.7% | 10,992 | +43.6% | 0.80% | +55.7% |
JNJ | Buy | JOHNSON & JOHNSON | $1,467,000 | +9.6% | 9,854 | +3.5% | 0.76% | +1.6% |
DVY | Sell | ISHARES TRselect divid etf | $1,385,000 | -3.3% | 16,990 | -4.3% | 0.72% | -10.4% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,355,000 | -44.1% | 23,545 | -40.2% | 0.70% | -48.2% |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,327,000 | +4.7% | 3,915 | +0.3% | 0.69% | -2.8% |
SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,313,000 | +9.8% | 33,952 | +0.6% | 0.68% | +1.8% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,250,000 | +25.9% | 28,902 | +15.3% | 0.65% | +16.8% |
IYW | Buy | ISHARES TRu.s. tech etf | $1,226,000 | +30.6% | 4,073 | +17.0% | 0.64% | +21.0% |
FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $1,200,000 | +38.6% | 22,813 | +31.1% | 0.62% | +28.5% |
CVS | Buy | CVS HEALTH CORP | $1,129,000 | -5.9% | 19,333 | +4.7% | 0.58% | -12.8% |
SGOL | Buy | ABERDEEN STD GOLD ETF TR | $1,106,000 | +7.7% | 60,922 | +1.6% | 0.57% | -0.2% |
SOXX | Buy | ISHARES TRphlx semicnd etf | $1,076,000 | +29.5% | 3,531 | +15.1% | 0.56% | +20.3% |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,049,000 | +15.1% | 20,934 | +3.2% | 0.54% | +6.9% |
HON | Buy | HONEYWELL INTL INC | $1,042,000 | +901.9% | 6,331 | +780.5% | 0.54% | +831.0% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $1,039,000 | +12.6% | 17,463 | +4.3% | 0.54% | +4.3% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,037,000 | +31.8% | 5,882 | +22.5% | 0.54% | +22.0% |
ROBO | Buy | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $974,000 | +43.4% | 20,233 | +29.6% | 0.50% | +33.2% |
ARKW | Sell | ARK ETF TRnext gnrtn inter | $956,000 | +10.0% | 8,804 | -14.0% | 0.50% | +1.9% |
VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $951,000 | +5.3% | 11,797 | -2.3% | 0.49% | -2.4% |
WCLD | Buy | WISDOMTREE TR | $911,000 | +123.3% | 21,321 | +103.6% | 0.47% | +107.0% |
FPX | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $898,000 | +15.3% | 9,294 | 0.0% | 0.46% | +6.9% | |
DIS | Buy | DISNEY WALT CO | $892,000 | +22.0% | 7,190 | +9.7% | 0.46% | +13.2% |
IYR | Buy | ISHARES TRu.s. real es etf | $872,000 | +28.4% | 10,919 | +26.8% | 0.45% | +19.3% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $850,000 | +2.7% | 580 | -0.7% | 0.44% | -5.0% |
SPIP | Buy | SPDR SER TRportfli tips etf | $841,000 | +5.9% | 27,228 | +3.4% | 0.44% | -1.8% |
RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $819,000 | +48.6% | 25,018 | +40.1% | 0.42% | +37.7% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $817,000 | +28.9% | 3,836 | +8.1% | 0.42% | +19.5% |
SPSB | Sell | SPDR SER TRportfolio short | $800,000 | -23.7% | 25,506 | -23.7% | 0.42% | -29.2% |
XMMO | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $800,000 | +58.4% | 12,086 | +41.9% | 0.42% | +47.2% |
KL | New | KIRKLAND LAKE GOLD LTD | $782,000 | – | 16,076 | +100.0% | 0.40% | – |
SPSM | Buy | SPDR SER TRportfolio s&p600 | $757,000 | +3.4% | 27,641 | +0.4% | 0.39% | -4.2% |
TSLA | Buy | TESLA INC | $722,000 | +108.7% | 1,683 | +425.9% | 0.37% | +93.8% |
PYPL | Buy | PAYPAL HLDGS INC | $720,000 | +17.3% | 3,652 | +3.6% | 0.37% | +8.7% |
DOCU | Buy | DOCUSIGN INC | $720,000 | +28.1% | 3,344 | +2.4% | 0.37% | +18.8% |
NVDA | Buy | NVIDIA CORPORATION | $718,000 | +42.7% | 1,326 | +0.1% | 0.37% | +32.4% |
PFM | Buy | INVESCO EXCHANGE TRADED FD Tdivid achievev | $716,000 | +7.5% | 23,656 | +0.1% | 0.37% | -0.3% |
PFF | Buy | ISHARES TRpfd and incm sec | $710,000 | +7.1% | 19,469 | +1.7% | 0.37% | -0.5% |
UNH | Sell | UNITEDHEALTH GROUP INC | $708,000 | +4.7% | 2,271 | -0.9% | 0.37% | -2.9% |
DTD | Buy | WISDOMTREE TRus total dividnd | $700,000 | +5.1% | 7,454 | +0.8% | 0.36% | -2.4% |
SQ | Sell | SQUARE INCcl a | $698,000 | +43.3% | 4,296 | -7.4% | 0.36% | +33.1% |
IAK | Buy | ISHARES TRu.s. insrnce etf | $689,000 | +2.5% | 12,354 | +1.2% | 0.36% | -4.8% |
EFA | Sell | ISHARES TRmsci eafe etf | $684,000 | +2.2% | 10,748 | -2.2% | 0.35% | -5.3% |
EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $643,000 | +2.2% | 33,765 | +7.0% | 0.33% | -5.1% |
LMT | Buy | LOCKHEED MARTIN CORP | $640,000 | +10.9% | 1,671 | +5.6% | 0.33% | +3.1% |
AMGN | Buy | AMGEN INC | $632,000 | +89.8% | 2,489 | +76.3% | 0.33% | +75.8% |
GOOG | Buy | ALPHABET INCcap stk cl c | $628,000 | +8.3% | 427 | +4.1% | 0.32% | +0.3% |
ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $592,000 | +90.4% | 1,259 | +2.8% | 0.31% | +76.4% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $527,000 | +50.6% | 3,163 | +0.6% | 0.27% | +39.3% |
XEL | Buy | XCEL ENERGY INC | $527,000 | +14.1% | 7,637 | +3.4% | 0.27% | +5.8% |
T | Sell | AT&T INC | $513,000 | -9.2% | 17,990 | -3.8% | 0.27% | -15.8% |
RGEN | Buy | REPLIGEN CORP | $512,000 | +1283.8% | 3,470 | +1056.7% | 0.26% | +1161.9% |
WORK | New | SLACK TECHNOLOGIES INC | $493,000 | – | 18,347 | +100.0% | 0.26% | – |
XMPT | Sell | VANECK VECTORS ETF TR | $460,000 | -11.7% | 17,117 | -13.6% | 0.24% | -18.2% |
IYE | Buy | ISHARES TRu.s. energy etf | $457,000 | +3.2% | 28,618 | +29.3% | 0.24% | -4.4% |
ABT | Sell | ABBOTT LABS | $444,000 | +18.1% | 4,082 | -0.8% | 0.23% | +9.5% |
JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $439,000 | -29.5% | 8,648 | -29.6% | 0.23% | -34.8% |
INTC | Sell | INTEL CORP | $428,000 | -29.0% | 8,268 | -18.0% | 0.22% | -34.1% |
QCOM | Buy | QUALCOMM INC | $426,000 | +63.2% | 3,618 | +26.5% | 0.22% | +51.4% |
PG | Sell | PROCTER AND GAMBLE CO | $410,000 | +14.2% | 2,948 | -1.7% | 0.21% | +5.5% |
ABBV | Sell | ABBVIE INC | $405,000 | -27.8% | 4,620 | -19.2% | 0.21% | -32.9% |
AKAM | New | AKAMAI TECHNOLOGIES INC | $398,000 | – | 3,603 | +100.0% | 0.21% | – |
LLY | Buy | LILLY ELI & CO | $373,000 | +48.0% | 2,523 | +64.4% | 0.19% | +36.9% |
ETSY | Buy | ETSY INC | $372,000 | +93.8% | 3,060 | +69.1% | 0.19% | +80.4% |
PSA | Buy | PUBLIC STORAGE | $360,000 | +18.0% | 1,618 | +1.9% | 0.19% | +10.0% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $349,000 | +91.8% | 711 | +69.7% | 0.18% | +77.5% |
MO | Buy | ALTRIA GROUP INC | $347,000 | +9.1% | 8,986 | +10.9% | 0.18% | +1.1% |
NFLX | Sell | NETFLIX INC | $346,000 | +8.1% | 692 | -1.6% | 0.18% | 0.0% |
SE | Sell | SEA LTDsponsord ads | $343,000 | +42.9% | 2,228 | -0.4% | 0.18% | +32.8% |
TTD | Sell | THE TRADE DESK INC | $336,000 | +18.7% | 647 | -6.9% | 0.17% | +10.1% |
MCD | Sell | MCDONALDS CORP | $329,000 | +18.3% | 1,499 | -0.7% | 0.17% | +9.7% |
KR | Buy | KROGER CO | $299,000 | +100.7% | 8,816 | +100.6% | 0.16% | +86.7% |
TDOC | Buy | TELADOC HEALTH INC | $292,000 | +25.9% | 1,331 | +9.4% | 0.15% | +16.2% |
IYH | ISHARES TRus hlthcare etf | $289,000 | +5.1% | 1,274 | 0.0% | 0.15% | -2.6% | |
ECL | Sell | ECOLAB INC | $290,000 | 0.0% | 1,453 | -0.3% | 0.15% | -7.4% |
CVX | Sell | CHEVRON CORP NEW | $288,000 | -69.6% | 3,997 | -62.3% | 0.15% | -71.8% |
AMD | Sell | ADVANCED MICRO DEVICES INC | $288,000 | -15.0% | 3,512 | -45.5% | 0.15% | -21.2% |
ORI | Sell | OLD REP INTL CORP | $276,000 | -34.9% | 18,751 | -27.9% | 0.14% | -39.7% |
DAL | Buy | DELTA AIR LINES INC DEL | $272,000 | +12.9% | 8,887 | +3.5% | 0.14% | +4.4% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $262,000 | +8.3% | 3,239 | +5.5% | 0.14% | +0.7% |
IYF | ISHARES TRu.s. finls etf | $262,000 | +2.7% | 2,313 | 0.0% | 0.14% | -4.2% | |
HD | Buy | HOME DEPOT INC | $261,000 | +13.5% | 939 | +2.2% | 0.14% | +4.7% |
JPM | Buy | JPMORGAN CHASE & CO | $260,000 | +17.6% | 2,700 | +14.7% | 0.14% | +9.8% |
STOR | Buy | STORE CAP CORP | $250,000 | +34.4% | 9,100 | +16.7% | 0.13% | +25.0% |
AZO | Sell | AUTOZONE INC | $250,000 | -2.0% | 212 | -6.2% | 0.13% | -8.5% |
TNC | Sell | TENNANT CO | $244,000 | -26.7% | 4,044 | -21.0% | 0.13% | -32.3% |
WIX | Sell | WIX COM LTD | $240,000 | -1.2% | 942 | -0.8% | 0.12% | -8.8% |
PCY | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $230,000 | +1.3% | 8,481 | 0.0% | 0.12% | -6.3% | |
ORCL | Buy | ORACLE CORP | $228,000 | +8.1% | 3,823 | +0.1% | 0.12% | 0.0% |
ZNGA | Buy | ZYNGA INCcl a | $227,000 | +1.8% | 24,899 | +6.7% | 0.12% | -5.6% |
ATVI | Buy | ACTIVISION BLIZZARD INC | $225,000 | +14.2% | 2,776 | +6.9% | 0.12% | +6.4% |
TGT | Sell | TARGET CORP | $226,000 | +29.1% | 1,433 | -1.6% | 0.12% | +19.4% |
SPOT | Sell | SPOTIFY TECHNOLOGY S A | $223,000 | -6.3% | 919 | -0.3% | 0.12% | -12.8% |
SRE | Buy | SEMPRA ENERGY | $222,000 | +1.8% | 1,877 | +1.1% | 0.12% | -5.7% |
QLD | Buy | PROSHARES TR | $220,000 | +24.3% | 2,400 | +100.0% | 0.11% | +15.2% |
OKTA | Buy | OKTA INCcl a | $218,000 | +246.0% | 1,019 | +221.5% | 0.11% | +222.9% |
EBAY | Sell | EBAY INC. | $218,000 | -0.9% | 4,184 | -0.0% | 0.11% | -8.1% |
INTU | INTUIT | $217,000 | +10.2% | 666 | 0.0% | 0.11% | +1.8% | |
CL | Buy | COLGATE PALMOLIVE CO | $214,000 | +5.4% | 2,774 | +0.1% | 0.11% | -1.8% |
PRU | Buy | PRUDENTIAL FINL INC | $212,000 | +6966.7% | 3,342 | +6862.5% | 0.11% | +5400.0% |
IEI | Sell | ISHARES TR3 7 yr treas bd | $211,000 | -18.2% | 1,582 | -17.9% | 0.11% | -24.3% |
ROKU | Buy | ROKU INC | $206,000 | +79.1% | 1,093 | +10.9% | 0.11% | +67.2% |
IDXX | IDEXX LABS INC | $202,000 | +18.8% | 515 | 0.0% | 0.10% | +10.5% | |
QDEL | Buy | QUIDEL CORP | $198,000 | -1.5% | 904 | +0.4% | 0.10% | -8.0% |
CSCO | Sell | CISCO SYS INC | $196,000 | -24.9% | 4,966 | -11.3% | 0.10% | -30.1% |
ACN | Buy | ACCENTURE PLC IRELAND | $197,000 | +10.1% | 872 | +4.8% | 0.10% | +2.0% |
PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $197,000 | +6466.7% | 4,890 | +6598.6% | 0.10% | +5000.0% |
EEM | ISHARES TRmsci emg mkt etf | $195,000 | +10.2% | 4,415 | 0.0% | 0.10% | +2.0% | |
SJNK | SPDR SER TRbloomberg srt tr | $192,000 | +2.7% | 7,420 | 0.0% | 0.10% | -4.8% | |
FSKR | Sell | FS KKR CAP CORP II | $183,000 | +3.4% | 12,459 | -9.5% | 0.10% | -4.0% |
KO | Buy | COCA COLA CO | $184,000 | +10.8% | 3,735 | +0.7% | 0.10% | +2.2% |
EMR | Sell | EMERSON ELEC CO | $184,000 | +3.4% | 2,812 | -1.8% | 0.10% | -4.0% |
MMM | Buy | 3M CO | $184,000 | +5.1% | 1,149 | +2.3% | 0.10% | -3.1% |
MET | Sell | METLIFE INC | $181,000 | +1.1% | 4,874 | -0.4% | 0.09% | -6.0% |
V | Sell | VISA INC | $179,000 | +2.9% | 895 | -0.7% | 0.09% | -4.1% |
PFE | Buy | PFIZER INC | $177,000 | +56.6% | 4,812 | +39.3% | 0.09% | +46.0% |
AMCR | AMCOR PLCord | $178,000 | +7.9% | 16,116 | 0.0% | 0.09% | 0.0% | |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $174,000 | -47.6% | 1,654 | -50.2% | 0.09% | -51.6% |
SONY | Sell | SONY CORPsponsored adr | $170,000 | +10.4% | 2,221 | -0.1% | 0.09% | +2.3% |
IBB | Sell | ISHARES TRnasdaq biotech | $167,000 | -2.3% | 1,235 | -1.2% | 0.09% | -9.4% |
AGM | Buy | FEDERAL AGRIC MTG CORPcl c | $166,000 | +3.8% | 2,607 | +4.5% | 0.09% | -3.4% |
FICO | Buy | FAIR ISAAC CORP | $165,000 | +2.5% | 387 | +0.3% | 0.08% | -5.6% |
ALL | Buy | ALLSTATE CORP | $165,000 | +1.9% | 1,748 | +4.7% | 0.08% | -6.6% |
MPW | Buy | MEDICAL PPTYS TRUST INC | $165,000 | -2.4% | 9,349 | +4.3% | 0.08% | -9.6% |
ORLY | OREILLY AUTOMOTIVE INC | $164,000 | +9.3% | 355 | 0.0% | 0.08% | +1.2% | |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $163,000 | +8.7% | 860 | +0.1% | 0.08% | 0.0% |
GRUB | Buy | GRUBHUB INC | $163,000 | +5.8% | 2,258 | +2.8% | 0.08% | -2.3% |
JD | New | JD.COM INCspon adr cl a | $162,000 | – | 2,082 | +100.0% | 0.08% | – |
CMCSA | Buy | COMCAST CORP NEWcl a | $163,000 | +19.9% | 3,531 | +1.2% | 0.08% | +10.5% |
GD | Sell | GENERAL DYNAMICS CORP | $161,000 | -10.1% | 1,165 | -2.8% | 0.08% | -17.0% |
TSN | New | TYSON FOODS INCcl a | $154,000 | – | 2,590 | +100.0% | 0.08% | – |
GILD | Buy | GILEAD SCIENCES INC | $147,000 | +4800.0% | 2,325 | +5570.7% | 0.08% | +3700.0% |
CHNG | Sell | CHANGE HEALTHCARE INC | $146,000 | +18.7% | 10,074 | -8.4% | 0.08% | +10.1% |
HRB | Buy | BLOCK H & R INC | $145,000 | +14.2% | 8,905 | +0.5% | 0.08% | +5.6% |
CAH | Buy | CARDINAL HEALTH INC | $135,000 | -9.4% | 2,871 | +0.5% | 0.07% | -15.7% |
XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $134,000 | +0.8% | 5,550 | -3.5% | 0.07% | -6.8% |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $122,000 | -43.3% | 1,905 | -47.9% | 0.06% | -47.5% |
MRK | Sell | MERCK & CO. INC | $114,000 | -32.5% | 1,377 | -37.0% | 0.06% | -37.2% |
FVRR | FIVERR INTL LTD | $111,000 | +88.1% | 800 | 0.0% | 0.06% | +75.8% | |
IRM | Buy | IRON MTN INC NEW | $110,000 | +18.3% | 4,123 | +15.2% | 0.06% | +9.6% |
PINS | New | PINTEREST INCcl a | $109,000 | – | 2,618 | +100.0% | 0.06% | – |
DOW | Sell | DOW INC | $109,000 | +16.0% | 2,306 | -0.4% | 0.06% | +5.7% |
EW | EDWARDS LIFESCIENCES CORP | $107,000 | +16.3% | 1,338 | 0.0% | 0.06% | +7.8% | |
BA | Buy | BOEING CO | $104,000 | -9.6% | 632 | +0.5% | 0.05% | -15.6% |
WFC | Buy | WELLS FARGO CO NEW | $103,000 | +30.4% | 4,397 | +42.7% | 0.05% | +20.5% |
CRM | New | SALESFORCE COM INC | $102,000 | – | 404 | +100.0% | 0.05% | – |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $99,000 | +59.7% | 1,648 | +56.2% | 0.05% | +45.7% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $95,000 | +93.9% | 322 | +43.1% | 0.05% | +81.5% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $91,000 | +4.6% | 822 | +2.8% | 0.05% | -4.1% |
CINF | CINCINNATI FINL CORP | $86,000 | +22.9% | 1,100 | 0.0% | 0.04% | +15.4% | |
XOM | Sell | EXXON MOBIL CORP | $86,000 | -52.5% | 2,495 | -38.3% | 0.04% | -55.4% |
IBM | INTERNATIONAL BUSINESS MACHS | $86,000 | +1.2% | 706 | 0.0% | 0.04% | -4.3% | |
JETS | ETF SER SOLUTIONSus glb jets | $85,000 | +1.2% | 5,035 | 0.0% | 0.04% | -6.4% | |
IYZ | ISHARES TR | $82,000 | -2.4% | 3,032 | 0.0% | 0.04% | -10.6% | |
PM | Buy | PHILIP MORRIS INTL INC | $80,000 | +8.1% | 1,061 | +0.2% | 0.04% | 0.0% |
SLV | Buy | ISHARES SILVER TRishares | $79,000 | +46.3% | 3,650 | +14.1% | 0.04% | +36.7% |
MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $80,000 | -11.1% | 7,654 | +8.9% | 0.04% | -18.0% |
TRV | Sell | TRAVELERS COMPANIES INC | $77,000 | -4.9% | 710 | -0.3% | 0.04% | -11.1% |
GS | GOLDMAN SACHS GROUP INC | $76,000 | +1.3% | 377 | 0.0% | 0.04% | -7.1% | |
MU | Sell | MICRON TECHNOLOGY INC | $74,000 | -68.8% | 1,570 | -65.9% | 0.04% | -71.2% |
SO | SOUTHERN CO | $72,000 | +4.3% | 1,327 | 0.0% | 0.04% | -5.1% | |
XBI | SPDR SER TRs&p biotech | $70,000 | -1.4% | 630 | 0.0% | 0.04% | -10.0% | |
ISRG | Buy | INTUITIVE SURGICAL INC | $70,000 | +59.1% | 99 | +26.9% | 0.04% | +44.0% |
MXIM | MAXIM INTEGRATED PRODS INC | $68,000 | +11.5% | 1,005 | 0.0% | 0.04% | +2.9% | |
HDV | Sell | ISHARES TRcore high dv etf | $61,000 | -83.8% | 760 | -83.7% | 0.03% | -84.8% |
CQQQ | INVESCO EXCH TRADED FD TR IIchina technlgy | $59,000 | +9.3% | 850 | 0.0% | 0.03% | +3.3% | |
RRGB | New | RED ROBIN GOURMET BURGERS IN | $58,000 | – | 4,375 | +100.0% | 0.03% | – |
TSCO | Buy | TRACTOR SUPPLY CO | $58,000 | +38.1% | 407 | +26.4% | 0.03% | +30.4% |
TRIP | New | TRIPADVISOR INC | $52,000 | – | 2,645 | +100.0% | 0.03% | – |
MA | Buy | MASTERCARD INCORPORATEDcl a | $53,000 | +60.6% | 156 | +38.1% | 0.03% | +50.0% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $50,000 | +22.0% | 867 | +8.4% | 0.03% | +13.0% |
ACWV | ISHARES INCmsci gbl min vol | $50,000 | +6.4% | 540 | 0.0% | 0.03% | 0.0% | |
SPDW | SPDR INDEX SHS FDSportfolio devlpd | $48,000 | +6.7% | 1,625 | 0.0% | 0.02% | 0.0% | |
COP | Sell | CONOCOPHILLIPS | $46,000 | -52.6% | 1,401 | -39.1% | 0.02% | -55.6% |
LYFT | New | LYFT INC | $45,000 | – | 1,625 | +100.0% | 0.02% | – |
JNK | SPDR SER TRbloomberg brclys | $44,000 | +2.3% | 426 | 0.0% | 0.02% | -4.2% | |
DE | DEERE & CO | $44,000 | +41.9% | 200 | 0.0% | 0.02% | +35.3% | |
BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $45,000 | – | 775 | +100.0% | 0.02% | – |
VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $45,000 | – | 450 | +100.0% | 0.02% | – |
PSR | INVESCO ACTIVELY MANAGED ETFactive us real | $43,000 | 0.0% | 530 | 0.0% | 0.02% | -8.3% | |
CLX | Sell | CLOROX CO DEL | $42,000 | -17.6% | 198 | -14.7% | 0.02% | -21.4% |
WM | Buy | WASTE MGMT INC DEL | $42,000 | +61.5% | 370 | +50.4% | 0.02% | +46.7% |
DCI | DONALDSON INC | $41,000 | 0.0% | 880 | 0.0% | 0.02% | -8.7% | |
IYM | ISHARES TRu.s. bas mtl etf | $38,000 | +8.6% | 388 | 0.0% | 0.02% | 0.0% | |
VBK | VANGUARD INDEX FDSsml cp grw etf | $38,000 | +8.6% | 177 | 0.0% | 0.02% | 0.0% | |
MDT | Sell | MEDTRONIC PLC | $36,000 | +2.9% | 347 | -8.4% | 0.02% | -5.0% |
YUM | YUM BRANDS INC | $37,000 | +5.7% | 400 | 0.0% | 0.02% | -5.0% | |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $37,000 | -11.9% | 1,345 | -10.0% | 0.02% | -17.4% |
GMED | Buy | GLOBUS MED INCcl a | $37,000 | +1750.0% | 752 | +2178.8% | 0.02% | +1800.0% |
VCEL | VERICEL CORP | $37,000 | +32.1% | 2,000 | 0.0% | 0.02% | +18.8% | |
CNRG | SPDR SER TRs&p kensho clean | $36,000 | +44.0% | 500 | 0.0% | 0.02% | +35.7% | |
CCL | CARNIVAL CORPunit 99/99/9999 | $36,000 | -7.7% | 2,370 | 0.0% | 0.02% | -13.6% | |
ANET | ARISTA NETWORKS INC | $35,000 | 0.0% | 167 | 0.0% | 0.02% | -10.0% | |
BX | BLACKSTONE GROUP INC | $35,000 | -7.9% | 665 | 0.0% | 0.02% | -14.3% | |
APPN | Sell | APPIAN CORPcl a | $34,000 | -80.3% | 523 | -84.5% | 0.02% | -81.4% |
RNG | RINGCENTRAL INCcl a | $33,000 | -2.9% | 120 | 0.0% | 0.02% | -10.5% | |
SGEN | New | SEATTLE GENETICS INC | $33,000 | – | 167 | +100.0% | 0.02% | – |
PWB | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $32,000 | +14.3% | 510 | 0.0% | 0.02% | +6.2% | |
VUG | VANGUARD INDEX FDSgrowth etf | $33,000 | +13.8% | 145 | 0.0% | 0.02% | +6.2% | |
BBY | BEST BUY INC | $33,000 | +26.9% | 300 | 0.0% | 0.02% | +13.3% | |
DRI | DARDEN RESTAURANTS INC | $30,000 | +30.4% | 300 | 0.0% | 0.02% | +23.1% | |
TWLO | Buy | TWILIO INCcl a | $31,000 | +29.2% | 126 | +13.5% | 0.02% | +23.1% |
CAT | CATERPILLAR INC DEL | $30,000 | +20.0% | 200 | 0.0% | 0.02% | +14.3% | |
ITW | Sell | ILLINOIS TOOL WKS INC | $31,000 | 0.0% | 161 | -10.6% | 0.02% | -5.9% |
TTE | TOTAL SEsponsored ads | $28,000 | -12.5% | 827 | 0.0% | 0.02% | -16.7% | |
UBER | UBER TECHNOLOGIES INC | $27,000 | +17.4% | 740 | 0.0% | 0.01% | +7.7% | |
ADM | ARCHER DANIELS MIDLAND CO | $27,000 | +17.4% | 581 | 0.0% | 0.01% | +7.7% | |
O | Buy | REALTY INCOME CORP | $27,000 | +3.8% | 450 | +4.7% | 0.01% | -6.7% |
ALK | Buy | ALASKA AIR GROUP INC | $27,000 | +12.5% | 750 | +15.4% | 0.01% | +7.7% |
GSY | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $25,000 | 0.0% | 500 | 0.0% | 0.01% | -7.1% | |
HTLD | HEARTLAND EXPRESS INC | $25,000 | -13.8% | 1,369 | 0.0% | 0.01% | -18.8% | |
IJR | New | ISHARES TRcore s&p scp etf | $26,000 | – | 375 | +100.0% | 0.01% | – |
GLTR | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $26,000 | +13.0% | 280 | 0.0% | 0.01% | 0.0% | |
RARE | ULTRAGENYX PHARMACEUTICAL IN | $25,000 | +8.7% | 300 | 0.0% | 0.01% | 0.0% | |
IWS | Sell | ISHARES TRrus mdcp val etf | $24,000 | -59.3% | 300 | -61.0% | 0.01% | -63.6% |
WPC | WP CAREY INC | $23,000 | 0.0% | 347 | 0.0% | 0.01% | -7.7% | |
RCL | ROYAL CARIBBEAN GROUP | $23,000 | +27.8% | 350 | 0.0% | 0.01% | +20.0% | |
CYBR | CYBERARK SOFTWARE LTD | $23,000 | +4.5% | 220 | 0.0% | 0.01% | 0.0% | |
AEP | Sell | AMERICAN ELEC PWR CO INC | $24,000 | -11.1% | 294 | -13.8% | 0.01% | -20.0% |
BTI | BRITISH AMERN TOB PLCsponsored adr | $23,000 | -8.0% | 641 | 0.0% | 0.01% | -14.3% | |
SLF | SUN LIFE FINANCIAL INC. | $24,000 | +9.1% | 600 | 0.0% | 0.01% | 0.0% | |
VFH | VANGUARD WORLD FDSfinancials etf | $23,000 | 0.0% | 400 | 0.0% | 0.01% | -7.7% | |
BYND | BEYOND MEAT INC | $21,000 | +23.5% | 127 | 0.0% | 0.01% | +22.2% | |
ROK | ROCKWELL AUTOMATION INC | $22,000 | +4.8% | 100 | 0.0% | 0.01% | -8.3% | |
FCEL | FUELCELL ENERGY INC | $21,000 | -8.7% | 10,000 | 0.0% | 0.01% | -15.4% | |
YUMC | YUM CHINA HLDGS INC | $21,000 | +10.5% | 400 | 0.0% | 0.01% | 0.0% | |
ERIC | ERICSSONadr b sek 10 | $22,000 | +15.8% | 2,027 | 0.0% | 0.01% | 0.0% | |
GSK | GLAXOSMITHKLINE PLCsponsored adr | $22,000 | -8.3% | 591 | 0.0% | 0.01% | -15.4% | |
VV | VANGUARD INDEX FDSlarge cap etf | $21,000 | +10.5% | 136 | 0.0% | 0.01% | 0.0% | |
VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $22,000 | – | 355 | +100.0% | 0.01% | – |
AOK | Sell | ISHARES TRconser alloc etf | $21,000 | 0.0% | 557 | -4.3% | 0.01% | -8.3% |
COST | COSTCO WHSL CORP NEW | $22,000 | +15.8% | 62 | 0.0% | 0.01% | 0.0% | |
MASI | MASIMO CORP | $22,000 | +4.8% | 92 | 0.0% | 0.01% | -8.3% | |
OTIS | Sell | OTIS WORLDWIDE CORP | $21,000 | +5.0% | 331 | -5.4% | 0.01% | 0.0% |
MDYG | SPDR SER TRs&p 400 mdcp grw | $19,000 | +5.6% | 330 | 0.0% | 0.01% | 0.0% | |
TEAM | Buy | ATLASSIAN CORP PLCcl a | $20,000 | +300.0% | 110 | +340.0% | 0.01% | +233.3% |
XLRE | SELECT SECTOR SPDR TRrl est sel sec | $20,000 | 0.0% | 574 | 0.0% | 0.01% | -9.1% | |
CARR | Sell | CARRIER GLOBAL CORPORATION | $20,000 | +25.0% | 663 | -5.4% | 0.01% | +11.1% |
AFL | Sell | AFLAC INC | $20,000 | -20.0% | 540 | -22.7% | 0.01% | -28.6% |
BAX | New | BAXTER INTL INC | $20,000 | – | 249 | +100.0% | 0.01% | – |
VTV | VANGUARD INDEX FDSvalue etf | $19,000 | +5.6% | 180 | 0.0% | 0.01% | 0.0% | |
IBIO | IBIO INC | $20,000 | -9.1% | 10,000 | 0.0% | 0.01% | -16.7% | |
SIX | SIX FLAGS ENTMT CORP NEW | $20,000 | +5.3% | 1,000 | 0.0% | 0.01% | -9.1% | |
MCO | MOODYS CORP | $19,000 | +5.6% | 65 | 0.0% | 0.01% | 0.0% | |
USB | Buy | US BANCORP DEL | $20,000 | +17.6% | 550 | +19.8% | 0.01% | +11.1% |
GGG | GRACO INC | $18,000 | +28.6% | 300 | 0.0% | 0.01% | +12.5% | |
ETR | ENTERGY CORP NEW | $18,000 | +5.9% | 180 | 0.0% | 0.01% | 0.0% | |
BDX | Sell | BECTON DICKINSON & CO | $17,000 | -29.2% | 75 | -25.0% | 0.01% | -30.8% |
VDE | VANGUARD WORLD FDSenergy etf | $17,000 | -22.7% | 430 | 0.0% | 0.01% | -25.0% | |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $18,000 | +63.6% | 225 | +12.5% | 0.01% | +50.0% |
PGR | PROGRESSIVE CORP | $15,000 | +25.0% | 155 | 0.0% | 0.01% | +14.3% | |
AVGO | Buy | BROADCOM INC | $16,000 | +60.0% | 43 | +30.3% | 0.01% | +33.3% |
MGM | MGM RESORTS INTERNATIONAL | $15,000 | +36.4% | 680 | 0.0% | 0.01% | +33.3% | |
NEM | New | NEWMONT CORP | $16,000 | – | 250 | +100.0% | 0.01% | – |
SPYV | SPDR SER TRprtflo s&p500 vl | $15,000 | +7.1% | 491 | 0.0% | 0.01% | 0.0% | |
MYL | MYLAN NV | $15,000 | -6.2% | 1,012 | 0.0% | 0.01% | -11.1% | |
HII | HUNTINGTON INGALLS INDS INC | $16,000 | -20.0% | 116 | 0.0% | 0.01% | -27.3% | |
ENB | ENBRIDGE INC | $15,000 | 0.0% | 502 | 0.0% | 0.01% | 0.0% | |
HUBS | Sell | HUBSPOT INC | $14,000 | -94.7% | 47 | -96.0% | 0.01% | -95.3% |
FLT | FLEETCOR TECHNOLOGIES INC | $13,000 | 0.0% | 53 | 0.0% | 0.01% | 0.0% | |
PWV | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $14,000 | 0.0% | 420 | 0.0% | 0.01% | -12.5% | |
WEC | Sell | WEC ENERGY GROUP INC | $13,000 | -7.1% | 131 | -16.0% | 0.01% | -12.5% |
CGNX | COGNEX CORP | $13,000 | +8.3% | 200 | 0.0% | 0.01% | 0.0% | |
HSY | HERSHEY CO | $14,000 | +7.7% | 100 | 0.0% | 0.01% | 0.0% | |
IJK | New | ISHARES TRs&p mc 400gr etf | $13,000 | – | 53 | +100.0% | 0.01% | – |
NKE | Sell | NIKE INCcl b | $13,000 | 0.0% | 108 | -21.2% | 0.01% | 0.0% |
VOT | VANGUARD INDEX FDSmcap gr idxvip | $13,000 | +8.3% | 70 | 0.0% | 0.01% | 0.0% | |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $14,000 | +7.7% | 199 | +1.5% | 0.01% | 0.0% |
LUV | Buy | SOUTHWEST AIRLS CO | $14,000 | +55.6% | 370 | +37.0% | 0.01% | +40.0% |
DOL | WISDOMTREE TRintl lrgcap dv | $14,000 | 0.0% | 340 | 0.0% | 0.01% | -12.5% | |
SNPS | SYNOPSYS INC | $11,000 | +10.0% | 51 | 0.0% | 0.01% | 0.0% | |
CTVA | CORTEVA INC | $11,000 | 0.0% | 393 | 0.0% | 0.01% | 0.0% | |
MKL | MARKEL CORP | $12,000 | +9.1% | 12 | 0.0% | 0.01% | 0.0% | |
RCI | ROGERS COMMUNICATIONS INCcl b | $12,000 | 0.0% | 300 | 0.0% | 0.01% | -14.3% | |
DD | DUPONT DE NEMOURS INC | $11,000 | +10.0% | 193 | 0.0% | 0.01% | 0.0% | |
AME | AMETEK INC | $12,000 | +20.0% | 117 | 0.0% | 0.01% | 0.0% | |
PIZ | INVESCO EXCH TRADED FD TR IIdwa dev mkts | $11,000 | +22.2% | 340 | 0.0% | 0.01% | +20.0% | |
EYE | NATIONAL VISION HLDGS INC | $11,000 | +22.2% | 282 | 0.0% | 0.01% | +20.0% | |
SHOP | Sell | SHOPIFY INCcl a | $12,000 | -94.4% | 12 | -94.7% | 0.01% | -95.0% |
SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $11,000 | +10.0% | 327 | +10.5% | 0.01% | 0.0% |
NUVA | NUVASIVE INC | $11,000 | -15.4% | 226 | 0.0% | 0.01% | -14.3% | |
OTTR | OTTER TAIL CORP | $11,000 | -8.3% | 300 | 0.0% | 0.01% | -14.3% | |
PANW | PALO ALTO NETWORKS INC | $12,000 | +9.1% | 47 | 0.0% | 0.01% | 0.0% | |
HYGH | ISHARES U S ETF TRit rt hdg hgyl | $12,000 | 0.0% | 150 | 0.0% | 0.01% | -14.3% | |
NUE | NUCOR CORP | $9,000 | +12.5% | 203 | 0.0% | 0.01% | +25.0% | |
TDG | TRANSDIGM GROUP INC | $9,000 | +12.5% | 18 | 0.0% | 0.01% | +25.0% | |
RYU | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
GE | Sell | GENERAL ELECTRIC CO | $10,000 | -58.3% | 1,595 | -54.5% | 0.01% | -61.5% |
GIS | GENERAL MLS INC | $10,000 | 0.0% | 168 | 0.0% | 0.01% | -16.7% | |
BAC | BK OF AMERICA CORP | $10,000 | +11.1% | 397 | 0.0% | 0.01% | 0.0% | |
SPG | Buy | SIMON PPTY GROUP INC NEW | $9,000 | +12.5% | 135 | +12.5% | 0.01% | +25.0% |
BIG | BIG LOTS INC | $9,000 | +12.5% | 200 | 0.0% | 0.01% | +25.0% | |
MRNA | New | MODERNA INC | $9,000 | – | 128 | +100.0% | 0.01% | – |
EA | ELECTRONIC ARTS INC | $9,000 | 0.0% | 71 | 0.0% | 0.01% | 0.0% | |
PEP | Sell | PEPSICO INC | $10,000 | 0.0% | 69 | -9.2% | 0.01% | -16.7% |
WRB | BERKLEY W R CORP | $9,000 | +12.5% | 144 | 0.0% | 0.01% | +25.0% | |
SYK | Sell | STRYKER CORPORATION | $10,000 | -28.6% | 46 | -41.8% | 0.01% | -37.5% |
MKC | MCCORMICK & CO INC | $9,000 | +12.5% | 46 | 0.0% | 0.01% | +25.0% | |
BPY | BROOKFIELD PROPERTY PARTRS Lunit ltd partn | $10,000 | +25.0% | 800 | 0.0% | 0.01% | +25.0% | |
PHAS | PHASEBIO PHARMACEUTICALS INC | $10,000 | -23.1% | 2,800 | 0.0% | 0.01% | -28.6% | |
HRC | HILL ROM HLDGS INC | $10,000 | -23.1% | 116 | 0.0% | 0.01% | -28.6% | |
UAL | UNITED AIRLS HLDGS INC | $10,000 | 0.0% | 300 | 0.0% | 0.01% | -16.7% | |
DG | DOLLAR GEN CORP NEW | $10,000 | 0.0% | 50 | 0.0% | 0.01% | -16.7% | |
TAK | Buy | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $9,000 | +28.6% | 498 | +23.6% | 0.01% | +25.0% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $9,000 | +350.0% | 246 | +446.7% | 0.01% | +400.0% |
PSI | INVESCO EXCHANGE TRADED FD Tdynmc semicndt | $9,000 | +12.5% | 112 | 0.0% | 0.01% | +25.0% | |
SNY | SANOFIsponsored adr | $9,000 | 0.0% | 184 | 0.0% | 0.01% | 0.0% | |
NVS | Sell | NOVARTIS AGsponsored adr | $7,000 | -36.4% | 85 | -31.5% | 0.00% | -33.3% |
GWW | GRAINGER W W INC | $7,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
FLIR | FLIR SYS INC | $7,000 | -12.5% | 200 | 0.0% | 0.00% | 0.0% | |
EEMA | ISHARES INCmsci em asia etf | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
IDU | ISHARES TRu.s. utilits etf | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $7,000 | +133.3% | 43 | +152.9% | 0.00% | +100.0% |
UTF | COHEN & STEERS INFRASTRUCTUR | $7,000 | +16.7% | 293 | 0.0% | 0.00% | +33.3% | |
NEE | Sell | NEXTERA ENERGY INC | $7,000 | 0.0% | 24 | -17.2% | 0.00% | 0.0% |
NWN | NORTHWEST NAT HLDG CO | $7,000 | -12.5% | 150 | 0.0% | 0.00% | 0.0% | |
CNS | COHEN & STEERS INC | $8,000 | -20.0% | 152 | 0.0% | 0.00% | -33.3% | |
TLK | P T TELEKOMUNIKASI INDONESIAsponsored adr | $7,000 | -22.2% | 392 | 0.0% | 0.00% | -20.0% | |
REGL | PROSHARES TRs&p mdcp 400 div | $7,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% | |
CSQ | CALAMOS STRATEGIC TOTL RETN | $8,000 | 0.0% | 628 | 0.0% | 0.00% | 0.0% | |
BSX | BOSTON SCIENTIFIC CORP | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
HSIC | HENRY SCHEIN INC | $7,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
SVC | SERVICE PPTYS TR | $8,000 | +14.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
PSLV | New | SPROTT PHYSICAL SILVER TRtr unit | $8,000 | – | 1,000 | +100.0% | 0.00% | – |
BP | Buy | BP PLCsponsored adr | $8,000 | +33.3% | 475 | +90.0% | 0.00% | +33.3% |
VHT | VANGUARD WORLD FDShealth car etf | $8,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $8,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
AFG | AMERICAN FINL GROUP INC OHIO | $7,000 | +16.7% | 100 | 0.0% | 0.00% | +33.3% | |
VOYA | VOYA FINANCIAL INC | $7,000 | +16.7% | 138 | 0.0% | 0.00% | +33.3% | |
ANTM | ANTHEM INC | $6,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
UA | UNDER ARMOUR INCcl c | $5,000 | +25.0% | 500 | 0.0% | 0.00% | +50.0% | |
IYK | ISHARES TRu.s. cnsm gd etf | $6,000 | +20.0% | 41 | 0.0% | 0.00% | 0.0% | |
ALXN | ALEXION PHARMACEUTICALS INC | $6,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
OXY | OCCIDENTAL PETE CORP | $5,000 | -50.0% | 524 | 0.0% | 0.00% | -50.0% | |
BME | BLACKROCK HEALTH SCIENCES TR | $6,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% | |
CI | CIGNA CORP NEW | $6,000 | -14.3% | 38 | 0.0% | 0.00% | -25.0% | |
NOW | Buy | SERVICENOW INC | $5,000 | +66.7% | 10 | +42.9% | 0.00% | +50.0% |
NYC | New | NEW YORK CITY REIT INC | $5,000 | – | 409 | +100.0% | 0.00% | – |
HACK | ETF MANAGERS TRprime cybr scrty | $5,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
IWR | ISHARES TRrus mid cap etf | $5,000 | +25.0% | 80 | 0.0% | 0.00% | +50.0% | |
SWBI | New | SMITH & WESSON BRANDS INC | $5,000 | – | 325 | +100.0% | 0.00% | – |
MBT | Sell | MOBILE TELESYSTEMS PJSCsponsored adr | $6,000 | -25.0% | 686 | -16.6% | 0.00% | -25.0% |
NXPI | NXP SEMICONDUCTORS N V | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
ET | ENERGY TRANSFER LP | $5,000 | -28.6% | 950 | 0.0% | 0.00% | -25.0% | |
GLPI | Buy | GAMING & LEISURE PPTYS INC | $5,000 | +25.0% | 123 | +0.8% | 0.00% | +50.0% |
HYLD | EXCHANGE LISTED FDS TRhigh yield etf | $6,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% | |
WYNN | Buy | WYNN RESORTS LTD | $6,000 | 0.0% | 90 | +12.5% | 0.00% | 0.0% |
PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $6,000 | 0.0% | 345 | 0.0% | 0.00% | 0.0% | |
APD | New | AIR PRODS & CHEMS INC | $5,000 | – | 17 | +100.0% | 0.00% | – |
XSMO | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $6,000 | +20.0% | 150 | 0.0% | 0.00% | 0.0% | |
XSVM | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $5,000 | +25.0% | 170 | 0.0% | 0.00% | +50.0% | |
F | FORD MTR CO DEL | $5,000 | 0.0% | 822 | 0.0% | 0.00% | 0.0% | |
MFC | MANULIFE FINL CORP | $6,000 | 0.0% | 436 | 0.0% | 0.00% | 0.0% | |
WDC | Buy | WESTERN DIGITAL CORP. | $6,000 | -14.3% | 160 | +1.3% | 0.00% | -25.0% |
WPM | New | WHEATON PRECIOUS METALS CORP | $5,000 | – | 100 | +100.0% | 0.00% | – |
ORAN | ORANGEsponsored adr | $6,000 | -14.3% | 600 | 0.0% | 0.00% | -25.0% | |
LULU | New | LULULEMON ATHLETICA INC | $5,000 | – | 14 | +100.0% | 0.00% | – |
LVS | LAS VEGAS SANDS CORP | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $5,000 | – | 62 | +100.0% | 0.00% | – |
TXN | New | TEXAS INSTRS INC | $5,000 | – | 37 | +100.0% | 0.00% | – |
IART | INTEGRA LIFESCIENCES HLDGS C | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $5,000 | 0.0% | 77 | +10.0% | 0.00% | 0.0% |
ZG | New | ZILLOW GROUP INCcl a | $6,000 | – | 58 | +100.0% | 0.00% | – |
FSM | New | FORTUNA SILVER MINES INC | $3,000 | – | 502 | +100.0% | 0.00% | – |
SPT | New | SPROUT SOCIAL INC | $4,000 | – | 102 | +100.0% | 0.00% | – |
TFC | New | TRUIST FINL CORP | $3,000 | – | 87 | +100.0% | 0.00% | – |
XLNX | New | XILINX INC | $4,000 | – | 34 | +100.0% | 0.00% | – |
XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
CNP | CENTERPOINT ENERGY INC | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
ALE | ALLETE INC | $3,000 | -25.0% | 66 | 0.0% | 0.00% | 0.0% | |
VOD | VODAFONE GROUP PLC NEWsponsored adr | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
SBUX | Sell | STARBUCKS CORP | $3,000 | -98.1% | 40 | -98.2% | 0.00% | -97.8% |
HYG | New | ISHARES TRiboxx hi yd etf | $3,000 | – | 40 | +100.0% | 0.00% | – |
MELI | New | MERCADOLIBRE INC | $3,000 | – | 3 | +100.0% | 0.00% | – |
BL | New | BLACKLINE INC | $3,000 | – | 38 | +100.0% | 0.00% | – |
LUMN | LUMEN TECHNOLOGIES INC | $4,000 | 0.0% | 385 | 0.0% | 0.00% | 0.0% | |
TWTR | TWITTER INC | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
FTNT | New | FORTINET INC | $3,000 | – | 29 | +100.0% | 0.00% | – |
CBIO | CATALYST BIOSCIENCES INC | $4,000 | -33.3% | 1,000 | 0.0% | 0.00% | -33.3% | |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $3,000 | -98.0% | 20 | -98.0% | 0.00% | -97.6% |
PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $3,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
FTCH | New | FARFETCH LTDord sh cl a | $3,000 | – | 130 | +100.0% | 0.00% | – |
RDFN | New | REDFIN CORP | $4,000 | – | 75 | +100.0% | 0.00% | – |
MMC | New | MARSH & MCLENNAN COS INC | $3,000 | – | 26 | +100.0% | 0.00% | – |
NLOK | NORTONLIFELOCK INC | $4,000 | +33.3% | 170 | 0.0% | 0.00% | 0.0% | |
PLD | New | PROLOGIS INC. | $3,000 | – | 25 | +100.0% | 0.00% | – |
CHWY | New | CHEWY INCcl a | $3,000 | – | 55 | +100.0% | 0.00% | – |
INVA | INNOVIVA INC | $3,000 | -25.0% | 300 | 0.0% | 0.00% | 0.0% | |
APA | APACHE CORP | $3,000 | -25.0% | 300 | 0.0% | 0.00% | 0.0% | |
AMG | AFFILIATED MANAGERS GROUP IN | $3,000 | -25.0% | 50 | 0.0% | 0.00% | 0.0% | |
FCPT | FOUR CORNERS PPTY TR INC | $4,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% | |
BLK | Sell | BLACKROCK INC | $4,000 | -33.3% | 7 | -36.4% | 0.00% | -33.3% |
BOTZ | GLOBAL X FDSrbtcs artfl inte | $3,000 | +50.0% | 100 | 0.0% | 0.00% | +100.0% | |
GIII | G III APPAREL GROUP LTD | $4,000 | 0.0% | 280 | 0.0% | 0.00% | 0.0% | |
ZEN | New | ZENDESK INC | $4,000 | – | 36 | +100.0% | 0.00% | – |
NRG | NRG ENERGY INC | $4,000 | -20.0% | 142 | 0.0% | 0.00% | -33.3% | |
IEF | New | ISHARES TRbarclays 7 10 yr | $4,000 | – | 30 | +100.0% | 0.00% | – |
MNST | New | MONSTER BEVERAGE CORP NEW | $3,000 | – | 42 | +100.0% | 0.00% | – |
VEEV | New | VEEVA SYS INC | $3,000 | – | 12 | +100.0% | 0.00% | – |
UFPI | Sell | UFP INDUSTRIES INC | $4,000 | 0.0% | 75 | -16.7% | 0.00% | 0.0% |
SQQQ | New | PROSHARES TRultrapro sht qqq | $4,000 | – | 176 | +100.0% | 0.00% | – |
PAYX | Sell | PAYCHEX INC | $3,000 | -40.0% | 39 | -38.1% | 0.00% | -33.3% |
IVE | ISHARES TRs&p 500 val etf | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
SPR | SPIRIT AEROSYSTEMS HLDGS INC | $3,000 | -25.0% | 150 | 0.0% | 0.00% | 0.0% | |
DXCM | New | DEXCOM INC | $4,000 | – | 10 | +100.0% | 0.00% | – |
PRDO | Sell | PERDOCEO ED CORP | $2,000 | -50.0% | 152 | -33.3% | 0.00% | -50.0% |
PNC | New | PNC FINL SVCS GROUP INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
PRNT | ARK ETF TR3d printing etf | $2,000 | +100.0% | 65 | 0.0% | 0.00% | 0.0% | |
PJT | PJT PARTNERS INC | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
ETN | New | EATON CORP PLC | $1,000 | – | 14 | +100.0% | 0.00% | – |
HFC | HOLLYFRONTIER CORP | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
RIG | TRANSOCEAN LTD | $1,000 | -66.7% | 1,390 | 0.0% | 0.00% | -50.0% | |
ARKQ | ARK ETF TRautnmus technlgy | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
AES | AES CORP | $2,000 | +100.0% | 100 | 0.0% | 0.00% | 0.0% | |
HOG | HARLEY DAVIDSON INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
CEM | New | CLEARBRIDGE MLP AND MIDSTRM | $1,000 | – | 124 | +100.0% | 0.00% | – |
SLYV | SPDR SER TRs&p 600 smcp val | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
CM | CANADIAN IMP BK COMM | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
NGG | NATIONAL GRID PLCsponsored adr ne | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
CLNY | COLONY CAP INC NEW | $1,000 | 0.0% | 425 | 0.0% | 0.00% | 0.0% | |
QEP | QEP RESOURCES INC | $1,000 | -50.0% | 1,186 | 0.0% | 0.00% | 0.0% | |
TCF | TCF FINL CORP | $2,000 | -33.3% | 101 | 0.0% | 0.00% | -50.0% | |
KHC | Buy | KRAFT HEINZ CO | $2,000 | +100.0% | 60 | +81.8% | 0.00% | 0.0% |
DJP | New | BARCLAYS BANK PLCdjubs cmdt etn36 | $1,000 | – | 45 | +100.0% | 0.00% | – |
CVET | COVETRUS INC | $1,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
BCE | BCE INC | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
TLRY | TILRAY INC | $1,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% | |
KMI | Buy | KINDER MORGAN INC DEL | $1,000 | 0.0% | 45 | +9.8% | 0.00% | 0.0% |
KMB | KIMBERLY CLARK CORP | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
PSX | Sell | PHILLIPS 66 | $1,000 | -95.8% | 15 | -95.5% | 0.00% | -92.3% |
CS | CREDIT SUISSE GROUPsponsored adr | $1,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
CRWD | New | CROWDSTRIKE HLDGS INCcl a | $1,000 | – | 9 | +100.0% | 0.00% | – |
USIG | New | ISHARES TRusd inv grde etf | $1,000 | – | 12 | +100.0% | 0.00% | – |
MDYV | SPDR SER TRs&p 400 mdcp val | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
PBA | PEMBINA PIPELINE CORP | $1,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
C | CITIGROUP INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
PAYC | Sell | PAYCOM SOFTWARE INC | $1,000 | -66.7% | 4 | -55.6% | 0.00% | -50.0% |
AZN | ASTRAZENECA PLCsponsored adr | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
D | DOMINION ENERGY INC | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
ARNC | ARCONIC CORPORATION | $2,000 | +100.0% | 83 | 0.0% | 0.00% | 0.0% | |
DUK | DUKE ENERGY CORP NEW | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,000 | – | 33 | +100.0% | 0.00% | – |
IUSG | New | ISHARES TRcore s&p us gwt | $2,000 | – | 26 | +100.0% | 0.00% | – |
IUSV | New | ISHARES TRcore s&p us vlu | $2,000 | – | 37 | +100.0% | 0.00% | – |
EPR | EPR PPTYS | $1,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
BXMT | New | BLACKSTONE MTG TR INC | $1,000 | – | 29 | +100.0% | 0.00% | – |
AMPE | AMPIO PHARMACEUTICALS INC | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
VTR | VENTAS INC | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
LQD | New | ISHARES TRiboxx inv cp etf | $2,000 | – | 18 | +100.0% | 0.00% | – |
EQIX | EQUINIX INC | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
ES | Sell | EVERSOURCE ENERGY | $1,000 | -66.7% | 6 | -81.8% | 0.00% | -50.0% |
SPCE | New | VIRGIN GALACTIC HOLDINGS INC | $1,000 | – | 41 | +100.0% | 0.00% | – |
PPL | PPL CORP | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
DBC | INVESCO DB COMMDY INDX TRCKunit | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
WBT | WELBILT INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
WELL | WELLTOWER INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
HYLV | New | INDEXIQ ETF TRiq s&p hgh yld | $0 | – | 9 | +100.0% | 0.00% | – |
SDOW | New | PROSHARES TRultrapro dow 30 | $0 | – | 10 | +100.0% | 0.00% | – |
BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | 13 | 0.0% | 0.00% | – | |
PIPR | PIPER SANDLER COMPANIES | $0 | – | 6 | 0.0% | 0.00% | – | |
BIL | New | SPDR SER TRspdr bloomberg | $0 | – | 1 | +100.0% | 0.00% | – |
OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 65 | +100.0% | 0.00% | – |
BDSI | New | BIODELIVERY SCIENCES INTL IN | $0 | – | 5 | +100.0% | 0.00% | – |
NWSA | NEWS CORP NEWcl a | $0 | – | 3 | 0.0% | 0.00% | – | |
SINT | SINTX TECHNOLOGIES INC | $0 | – | 1 | 0.0% | 0.00% | – | |
MTW | MANITOWOC CO INC | $0 | -100.0% | 50 | 0.0% | 0.00% | -100.0% | |
CVIAQ | COVIA HLDGS CORP | $0 | – | 771 | 0.0% | 0.00% | – | |
USHY | New | ISHARES TRbroad usd high | $0 | – | 2 | +100.0% | 0.00% | – |
GOVT | New | ISHARES TRus treas bd etf | $0 | – | 3 | +100.0% | 0.00% | – |
UNP | New | UNION PAC CORP | $0 | – | 2 | +100.0% | 0.00% | – |
AYTU | AYTU BIOSCIENCE INC | $0 | – | 1 | 0.0% | 0.00% | – | |
UNG | UNITED STS NAT GAS FD LPunit par | $0 | – | 6 | 0.0% | 0.00% | – | |
USO | New | UNITED STS OIL FD LPunits | $0 | – | 15 | +100.0% | 0.00% | – |
VLO | New | VALERO ENERGY CORP | $0 | – | 6 | +100.0% | 0.00% | – |
VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $0 | – | 7 | +100.0% | 0.00% | – |
TLT | New | ISHARES TR20 yr tr bd etf | $0 | – | 2 | +100.0% | 0.00% | – |
GTX | GARRETT MOTION INC | $0 | – | 10 | 0.0% | 0.00% | – | |
WAB | WABTEC | $0 | – | 5 | 0.0% | 0.00% | – | |
ASIX | ADVANSIX INC | $0 | – | 4 | 0.0% | 0.00% | – | |
RDSA | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | 5 | 0.0% | 0.00% | – | |
FOXA | FOX CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
MNKKQ | MALLINCKRODT PUB LTD CO | $0 | – | 143 | 0.0% | 0.00% | – | |
NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $0 | – | 0 | +100.0% | 0.00% | – |
HCRSQ | HI-CRUSH PARTNERS LP | $0 | -100.0% | 5,250 | 0.0% | 0.00% | -100.0% | |
FTRCQ | Exit | FRONTIER COMMUNICATIONS CORP | $0 | – | -1 | -100.0% | 0.00% | – |
RGS | Exit | REGIS CORP MINN | $0 | – | -8 | -100.0% | 0.00% | – |
REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 16 | 0.0% | 0.00% | – | |
CAMBER ENERGY INC | $0 | – | 8 | 0.0% | 0.00% | – | ||
TNK | Exit | TEEKAY TANKERS LTDcl a | $0 | – | -164 | -100.0% | -0.00% | – |
CGC | Exit | CANOPY GROWTH CORP | $0 | – | -149 | -100.0% | -0.00% | – |
AA | Exit | ALCOA CORP | $0 | – | -111 | -100.0% | -0.00% | – |
FRO | Exit | FRONTLINE LTD | $0 | – | -333 | -100.0% | -0.00% | – |
CEM | Exit | CLEARBRIDGE MLP AND MIDSTRM | $0 | – | -624 | -100.0% | -0.00% | – |
SYY | Exit | SYSCO CORP | $0 | – | -66 | -100.0% | -0.00% | – |
SHYF | Exit | SHYFT GROUP INC | $0 | – | -170 | -100.0% | -0.00% | – |
VFC | Exit | V F CORP | $0 | – | -56 | -100.0% | -0.00% | – |
EV | Exit | EATON VANCE CORP | $0 | – | -111 | -100.0% | -0.00% | – |
FDS | Exit | FACTSET RESH SYS INC | $0 | – | -14 | -100.0% | -0.00% | – |
PII | Exit | POLARIS INC | $0 | – | -57 | -100.0% | -0.00% | – |
TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -45 | -100.0% | -0.00% | – |
ADI | Exit | ANALOG DEVICES INC | $0 | – | -45 | -100.0% | -0.00% | – |
NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -29 | -100.0% | -0.00% | – |
INSP | Exit | INSPIRE MED SYS INC | $0 | – | -65 | -100.0% | -0.00% | – |
HWM | Exit | HOWMET AEROSPACE INC | $0 | – | -333 | -100.0% | -0.00% | – |
XPH | Exit | SPDR SER TRs&p pharmac | $0 | – | -147 | -100.0% | -0.00% | – |
LIN | Exit | LINDE PLC | $0 | – | -27 | -100.0% | -0.00% | – |
LOW | Exit | LOWES COS INC | $0 | – | -69 | -100.0% | -0.01% | – |
ESG | Exit | FLEXSHARES TRstox esg index | $0 | – | -300 | -100.0% | -0.01% | – |
IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -110 | -100.0% | -0.02% | – |
STMP | Exit | STAMPS COM INC | $0 | – | -720 | -100.0% | -0.07% | – |
HQY | Exit | HEALTHEQUITY INC | $0 | – | -2,465 | -100.0% | -0.08% | – |
MTCH | Exit | MATCH GROUP INC | $0 | – | -1,754 | -100.0% | -0.10% | – |
XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -7,332 | -100.0% | -0.16% | – |
QRVO | Exit | QORVO INC | $0 | – | -2,711 | -100.0% | -0.17% | – |
FSLY | Exit | FASTLY INCcl a | $0 | – | -8,758 | -100.0% | -0.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 23 | Q3 2023 | 21.8% |
ISHARES TR | 23 | Q3 2023 | 9.7% |
ISHARES TR | 23 | Q3 2023 | 13.5% |
ISHARES TR | 23 | Q3 2023 | 6.6% |
SPDR SER TR | 23 | Q3 2023 | 6.3% |
SPDR GOLD TRUST | 23 | Q3 2023 | 2.6% |
SPDR SER TR | 23 | Q3 2023 | 2.3% |
ISHARES TR | 23 | Q3 2023 | 2.1% |
ISHARES TR | 23 | Q3 2023 | 3.5% |
APPLE INC | 23 | Q3 2023 | 2.0% |
View Capital Advisory Group Advisory Services, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-18 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-20 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-12 |
13F-HR | 2022-04-29 |
13F-HR | 2022-02-15 |
View Capital Advisory Group Advisory Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.