$692 Million is the total value of Center for Financial Planning, Inc.'s 585 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 12.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $262,724,518 | +8.2% | 525,312 | +4.0% | 37.98% | +4.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $74,448,488 | -0.8% | 1,024,897 | +1.4% | 10.76% | -4.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $47,950,199 | +14.9% | 493,975 | +15.9% | 6.93% | +11.1% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $44,880,501 | -4.1% | 245,894 | +0.8% | 6.49% | -7.3% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $31,761,460 | -1.3% | 145,668 | +3.4% | 4.59% | -4.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $23,458,804 | +6.2% | 536,079 | +1.4% | 3.39% | +2.7% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $16,914,650 | -11.7% | 99,055 | -15.0% | 2.44% | -14.6% |
| MSFT | Sell | MICROSOFT CORP | $13,705,638 | +5.6% | 30,665 | -0.6% | 1.98% | +2.1% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $11,632,579 | -3.5% | 19 | 0.0% | 1.68% | -6.7% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $8,689,842 | +0.6% | 144,110 | +0.6% | 1.26% | -2.7% |
| AAPL | Buy | APPLE INC | $6,527,014 | +23.1% | 30,990 | +0.2% | 0.94% | +19.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $5,532,480 | -4.2% | 13,600 | -0.9% | 0.80% | -7.3% |
| AMZN | Sell | AMAZON COM INC | $4,869,900 | +4.7% | 25,200 | -2.3% | 0.70% | +1.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $4,013,047 | +19.6% | 21,879 | -0.7% | 0.58% | +15.8% |
| JPM | Buy | JPMORGAN CHASE & CO. | $3,651,384 | +1.2% | 18,053 | +0.2% | 0.53% | -2.0% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $3,394,335 | -6.6% | 13,570 | -2.6% | 0.49% | -9.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,395,063 | +2.5% | 6,238 | -1.5% | 0.49% | -0.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,253,674 | +1.5% | 19,729 | -0.2% | 0.47% | -1.9% |
| VUG | VANGUARD INDEX FDSgrowth etf | $3,112,138 | +8.7% | 8,321 | 0.0% | 0.45% | +5.1% | |
| RJF | Sell | RAYMOND JAMES FINL INC | $2,967,001 | -4.5% | 24,003 | -0.7% | 0.43% | -7.5% |
| ABBV | Buy | ABBVIE INC | $2,580,519 | -5.1% | 15,045 | +0.7% | 0.37% | -8.4% |
| NEE | Buy | NEXTERA ENERGY INC | $2,478,634 | +14.2% | 35,004 | +3.0% | 0.36% | +10.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,349,754 | -3.3% | 40,153 | +0.3% | 0.34% | -6.3% |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,271,724 | -4.9% | 4,108 | 0.0% | 0.33% | -8.1% | |
| VGT | Buy | VANGUARD WORLD FDinf tech etf | $2,260,810 | +12.3% | 3,921 | +2.1% | 0.33% | +8.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,243,739 | -8.2% | 15,351 | -0.6% | 0.32% | -11.2% |
| CL | COLGATE PALMOLIVE CO | $2,163,895 | +7.8% | 22,299 | 0.0% | 0.31% | +4.3% | |
| CVX | Sell | CHEVRON CORP NEW | $2,121,149 | -1.9% | 13,561 | -1.1% | 0.31% | -5.0% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $2,046,065 | +10.3% | 5,300 | +1.4% | 0.30% | +6.9% |
| CRM | Buy | SALESFORCE INC | $1,976,595 | -14.5% | 7,688 | +0.1% | 0.29% | -17.3% |
| MCK | MCKESSON CORP | $1,972,304 | +8.8% | 3,377 | 0.0% | 0.28% | +5.2% | |
| EAGG | Buy | ISHARES TResg awr us agrgt | $1,963,663 | +3.8% | 42,130 | +4.8% | 0.28% | +0.4% |
| MRK | Buy | MERCK & CO INC | $1,877,180 | -5.0% | 15,163 | +1.3% | 0.27% | -8.1% |
| ABT | ABBOTT LABS | $1,854,171 | -8.6% | 17,844 | 0.0% | 0.27% | -11.6% | |
| SYK | Sell | STRYKER CORPORATION | $1,811,151 | -5.0% | 5,323 | -0.0% | 0.26% | -8.1% |
| XOM | Buy | EXXON MOBIL CORP | $1,809,596 | -0.6% | 15,719 | +0.4% | 0.26% | -3.7% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $1,812,381 | +2.9% | 6,775 | 0.0% | 0.26% | -0.4% | |
| HD | Buy | HOME DEPOT INC | $1,791,238 | -9.2% | 5,203 | +1.2% | 0.26% | -12.2% |
| VTV | VANGUARD INDEX FDSvalue etf | $1,767,398 | -1.5% | 11,018 | 0.0% | 0.26% | -4.5% | |
| PEP | PEPSICO INC | $1,709,203 | -5.8% | 10,363 | 0.0% | 0.25% | -8.9% | |
| AXP | AMERICAN EXPRESS CO | $1,667,624 | +1.7% | 7,202 | 0.0% | 0.24% | -1.6% | |
| KO | COCA COLA CO | $1,535,493 | +4.0% | 24,124 | 0.0% | 0.22% | +0.5% | |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $1,430,496 | +3.6% | 5,731 | -0.5% | 0.21% | +0.5% |
| CSCO | Sell | CISCO SYS INC | $1,424,205 | -5.3% | 29,977 | -0.5% | 0.21% | -8.4% |
| ETN | Buy | EATON CORP PLC | $1,418,636 | +1.5% | 4,524 | +1.2% | 0.20% | -1.9% |
| AVGO | Sell | BROADCOM INC | $1,412,867 | +3.6% | 880 | -14.5% | 0.20% | 0.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,397,832 | +25.6% | 7,674 | +4.0% | 0.20% | +21.7% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,322,524 | +2.9% | 11,256 | +2.3% | 0.19% | -0.5% |
| VO | VANGUARD INDEX FDSmid cap etf | $1,233,742 | -3.1% | 5,096 | 0.0% | 0.18% | -6.3% | |
| UNP | Buy | UNION PAC CORP | $1,169,800 | -7.2% | 5,170 | +0.9% | 0.17% | -10.1% |
| ITW | ILLINOIS TOOL WKS INC | $1,157,550 | -11.7% | 4,885 | 0.0% | 0.17% | -14.8% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,148,835 | -7.3% | 10,771 | -4.0% | 0.17% | -10.3% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $956,508 | -4.5% | 25,204 | -3.2% | 0.14% | -8.0% |
| F | Sell | FORD MTR CO DEL | $939,951 | -6.2% | 74,956 | -0.7% | 0.14% | -9.3% |
| SPGI | S&P GLOBAL INC | $940,168 | +4.8% | 2,108 | 0.0% | 0.14% | +1.5% | |
| AMT | AMERICAN TOWER CORP NEW | $929,720 | -1.6% | 4,783 | 0.0% | 0.13% | -5.0% | |
| ADC | AGREE RLTY CORP | $918,818 | +8.4% | 14,834 | 0.0% | 0.13% | +4.7% | |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $900,557 | -9.9% | 18,223 | -8.6% | 0.13% | -12.8% |
| OMC | Sell | OMNICOM GROUP INC | $853,496 | -9.2% | 9,515 | -2.0% | 0.12% | -12.1% |
| EMR | EMERSON ELEC CO | $848,453 | -2.9% | 7,702 | 0.0% | 0.12% | -6.1% | |
| MMM | 3M CO | $834,995 | -3.7% | 8,171 | 0.0% | 0.12% | -6.9% | |
| MCD | MCDONALDS CORP | $835,876 | -9.6% | 3,280 | 0.0% | 0.12% | -12.3% | |
| GIS | GENERAL MLS INC | $802,770 | -9.6% | 12,690 | 0.0% | 0.12% | -12.8% | |
| DHR | DANAHER CORPORATION | $787,278 | +0.1% | 3,151 | 0.0% | 0.11% | -3.4% | |
| IWN | ISHARES TRrus 2000 val etf | $743,224 | -4.1% | 4,880 | 0.0% | 0.11% | -7.8% | |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $716,970 | +3.3% | 12,183 | 0.0% | 0.10% | 0.0% | |
| MPC | Buy | MARATHON PETE CORP | $707,533 | -11.0% | 4,078 | +3.4% | 0.10% | -14.3% |
| CB | Buy | CHUBB LIMITED | $697,157 | +1.6% | 2,733 | +3.2% | 0.10% | -1.9% |
| PGR | PROGRESSIVE CORP | $698,737 | +0.4% | 3,364 | 0.0% | 0.10% | -2.9% | |
| NVDA | Buy | NVIDIA CORPORATION | $700,843 | +40.5% | 5,673 | +927.7% | 0.10% | +34.7% |
| LLY | Buy | ELI LILLY & CO | $688,995 | +17.3% | 761 | +0.8% | 0.10% | +13.6% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $686,258 | +9.9% | 2,086 | +0.3% | 0.10% | +6.5% |
| WMT | Buy | WALMART INC | $685,090 | +16.5% | 10,118 | +3.5% | 0.10% | +12.5% |
| IWR | Sell | ISHARES TRrus mid cap etf | $667,558 | -5.9% | 8,233 | -2.4% | 0.10% | -8.5% |
| TSLA | TESLA INC | $670,814 | +12.6% | 3,390 | 0.0% | 0.10% | +9.0% | |
| RBLX | Buy | ROBLOX CORPcl a | $659,436 | -0.3% | 17,722 | +2.3% | 0.10% | -4.0% |
| IWM | ISHARES TRrussell 2000 etf | $655,335 | -3.5% | 3,230 | 0.0% | 0.10% | -6.9% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $642,503 | -5.1% | 15,580 | -3.5% | 0.09% | -7.9% |
| IJS | ISHARES TRsp smcp600vl etf | $639,259 | -5.3% | 6,572 | 0.0% | 0.09% | -8.9% | |
| VDE | Buy | VANGUARD WORLD FDenergy etf | $630,962 | -2.4% | 4,946 | +0.8% | 0.09% | -6.2% |
| PM | PHILIP MORRIS INTL INC | $560,153 | +10.6% | 5,528 | 0.0% | 0.08% | +6.6% | |
| DOV | DOVER CORP | $554,704 | +1.8% | 3,074 | 0.0% | 0.08% | -1.2% | |
| DTE | Sell | DTE ENERGY CO | $549,128 | -1.5% | 4,947 | -0.5% | 0.08% | -4.8% |
| APD | Buy | AIR PRODS & CHEMS INC | $531,325 | +9.0% | 2,059 | +2.3% | 0.08% | +5.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $529,476 | -13.2% | 3,061 | -4.2% | 0.08% | -15.4% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $532,063 | +9.1% | 1,977 | +0.4% | 0.08% | +5.5% |
| DIMENSIONAL ETF TRUSTus mktwide value | $518,993 | -4.0% | 13,216 | 0.0% | 0.08% | -7.4% | ||
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $503,506 | -8.0% | 10,048 | -7.1% | 0.07% | -11.0% |
| FB | Buy | META PLATFORMS INCcl a | $498,170 | +4.4% | 988 | +0.5% | 0.07% | +1.4% |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $482,335 | -2.5% | 6,511 | 0.0% | 0.07% | -5.4% | |
| IVV | Sell | ISHARES TRcore s&p500 etf | $473,902 | -12.1% | 866 | -15.6% | 0.07% | -14.8% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $480,069 | +4.3% | 1,002 | -3.4% | 0.07% | 0.0% |
| AMD | ADVANCED MICRO DEVICES INC | $470,896 | -10.1% | 2,903 | 0.0% | 0.07% | -12.8% | |
| PFE | Sell | PFIZER INC | $468,104 | -2.1% | 16,730 | -2.9% | 0.07% | -4.2% |
| MDT | Buy | MEDTRONIC PLC | $439,731 | -5.9% | 5,587 | +4.1% | 0.06% | -8.6% |
| UPS | UNITED PARCEL SERVICE INCcl b | $427,246 | -7.9% | 3,122 | 0.0% | 0.06% | -10.1% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $413,530 | -6.8% | 10,560 | +3.1% | 0.06% | -9.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $417,164 | +3.3% | 819 | +0.4% | 0.06% | 0.0% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $400,232 | +4.1% | 1,098 | -3.8% | 0.06% | +1.8% |
| EFA | Sell | ISHARES TRmsci eafe etf | $399,718 | -2.0% | 5,103 | -0.1% | 0.06% | -4.9% |
| EFV | Sell | ISHARES TReafe value etf | $403,688 | -6.0% | 7,611 | -3.5% | 0.06% | -9.4% |
| V | Buy | VISA INC | $394,548 | -5.8% | 1,503 | +0.2% | 0.06% | -9.5% |
| CME | Buy | CME GROUP INC | $384,573 | -4.8% | 1,956 | +4.3% | 0.06% | -6.7% |
| DVN | Buy | DEVON ENERGY CORP NEW | $377,304 | -1.4% | 7,960 | +4.4% | 0.06% | -3.5% |
| DIS | DISNEY WALT CO | $372,646 | -18.9% | 3,753 | 0.0% | 0.05% | -21.7% | |
| TJX | Buy | TJX COS INC NEW | $370,453 | +8.9% | 3,365 | +0.3% | 0.05% | +5.9% |
| MDLZ | MONDELEZ INTL INCcl a | $357,940 | -6.5% | 5,470 | 0.0% | 0.05% | -8.8% | |
| USB | Sell | US BANCORP DEL | $358,463 | -11.8% | 9,029 | -0.7% | 0.05% | -14.8% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $355,348 | -2.3% | 3,847 | +1.1% | 0.05% | -5.6% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $352,038 | +6.3% | 1,568 | +1.0% | 0.05% | +4.1% |
| CACC | CREDIT ACCEP CORP MICH | $344,836 | -6.7% | 670 | 0.0% | 0.05% | -9.1% | |
| IQV | Buy | IQVIA HLDGS INC | $340,842 | -16.0% | 1,612 | +0.5% | 0.05% | -19.7% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $340,639 | +0.2% | 2,488 | +0.6% | 0.05% | -3.9% |
| FISV | Buy | FISERV INC | $342,345 | -5.8% | 2,297 | +1.0% | 0.05% | -9.3% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $326,970 | -10.8% | 24,808 | -5.6% | 0.05% | -14.5% |
| IYW | ISHARES TRu.s. tech etf | $316,050 | +11.4% | 2,100 | 0.0% | 0.05% | +9.5% | |
| DRI | Buy | DARDEN RESTAURANTS INC | $313,989 | -8.4% | 2,075 | +1.2% | 0.04% | -11.8% |
| WPP | WPP PLC NEWadr | $305,170 | -3.4% | 6,666 | 0.0% | 0.04% | -6.4% | |
| T | Sell | AT&T INC | $301,136 | +8.6% | 15,758 | -0.0% | 0.04% | +7.3% |
| RTX | Sell | RTX CORPORATION | $298,360 | +0.6% | 2,972 | -2.3% | 0.04% | -2.3% |
| DAN | DANA INC | $290,880 | -4.6% | 24,000 | 0.0% | 0.04% | -8.7% | |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $290,010 | +1788.1% | 3,935 | +1610.9% | 0.04% | +2000.0% |
| ANET | ARISTA NETWORKS INC | $280,384 | +20.9% | 800 | 0.0% | 0.04% | +17.1% | |
| BBY | Buy | BEST BUY INC | $283,974 | +3.4% | 3,369 | +0.7% | 0.04% | 0.0% |
| BIV | VANGUARD BD INDEX FDSintermed term | $273,349 | -0.7% | 3,650 | 0.0% | 0.04% | -2.4% | |
| ROK | ROCKWELL AUTOMATION INC | $278,584 | -5.5% | 1,012 | 0.0% | 0.04% | -9.1% | |
| ALL | Buy | ALLSTATE CORP | $267,187 | -6.8% | 1,673 | +1.0% | 0.04% | -9.3% |
| NFLX | Buy | NETFLIX INC | $269,952 | +50.7% | 400 | +35.6% | 0.04% | +44.4% |
| MO | Sell | ALTRIA GROUP INC | $268,685 | +2.9% | 5,899 | -1.4% | 0.04% | 0.0% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $272,556 | +0.4% | 1,361 | -0.7% | 0.04% | -4.9% |
| COST | COSTCO WHSL CORP NEW | $264,347 | +16.0% | 311 | 0.0% | 0.04% | +11.8% | |
| AMGN | Sell | AMGEN INC | $250,585 | +3.6% | 802 | -5.8% | 0.04% | 0.0% |
| SWK | STANLEY BLACK & DECKER INC | $250,376 | -18.4% | 3,134 | 0.0% | 0.04% | -21.7% | |
| AON | AON PLC | $250,424 | -12.0% | 853 | 0.0% | 0.04% | -16.3% | |
| ORCL | Sell | ORACLE CORP | $227,332 | +4.9% | 1,610 | -6.7% | 0.03% | +3.1% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $231,648 | +7.5% | 3,485 | +5.7% | 0.03% | +3.1% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $225,147 | -3.7% | 2,688 | -0.6% | 0.03% | -5.7% |
| DXCM | DEXCOM INC | $218,824 | -18.3% | 1,930 | 0.0% | 0.03% | -20.0% | |
| HSIC | HENRY SCHEIN INC | $218,325 | -15.1% | 3,406 | 0.0% | 0.03% | -15.8% | |
| PSA | Buy | PUBLIC STORAGE OPER CO | $211,711 | +14.8% | 736 | +15.7% | 0.03% | +10.7% |
| SDY | Sell | SPDR SER TRs&p divid etf | $211,501 | -4.5% | 1,663 | -1.4% | 0.03% | -6.1% |
| STE | Buy | STERIS PLC | $212,296 | -1.4% | 967 | +0.9% | 0.03% | -3.1% |
| LMT | LOCKHEED MARTIN CORP | $206,926 | +2.7% | 443 | 0.0% | 0.03% | 0.0% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $208,853 | -5.6% | 2,667 | 0.0% | 0.03% | -9.1% | |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $210,041 | -5.2% | 1,771 | -3.3% | 0.03% | -9.1% |
| IYR | ISHARES TRu.s. real es etf | $200,574 | -2.4% | 2,286 | 0.0% | 0.03% | -6.5% | |
| ANTM | ELEVANCE HEALTH INC | $203,198 | +4.5% | 375 | 0.0% | 0.03% | 0.0% | |
| BAC | BANK AMERICA CORP | $195,709 | +4.9% | 4,921 | 0.0% | 0.03% | 0.0% | |
| HAL | Buy | HALLIBURTON CO | $193,878 | -12.5% | 5,739 | +2.2% | 0.03% | -15.2% |
| AOR | New | ISHARES TRgrwt allocat etf | $185,575 | – | 3,295 | +100.0% | 0.03% | – |
| IWO | ISHARES TRrus 2000 grw etf | $187,447 | -3.1% | 714 | 0.0% | 0.03% | -6.9% | |
| GE AEROSPACE | $186,631 | -9.4% | 1,174 | 0.0% | 0.03% | -12.9% | ||
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $185,005 | -1.7% | 473 | 0.0% | 0.03% | -3.6% | |
| LCNB | LCNB CORP | $176,157 | -12.7% | 12,664 | 0.0% | 0.02% | -16.7% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $168,198 | -2.9% | 4,410 | 0.0% | 0.02% | -7.7% | |
| BA | Sell | BOEING CO | $157,621 | -27.6% | 866 | -23.2% | 0.02% | -30.3% |
| QCOM | QUALCOMM INC | $158,548 | +17.6% | 796 | 0.0% | 0.02% | +15.0% | |
| DUK | DUKE ENERGY CORP NEW | $141,124 | +3.6% | 1,408 | 0.0% | 0.02% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $138,731 | +3.7% | 535 | 0.0% | 0.02% | 0.0% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $135,635 | +115.3% | 743 | +115.4% | 0.02% | +122.2% |
| MA | MASTERCARD INCORPORATEDcl a | $132,348 | -8.4% | 300 | 0.0% | 0.02% | -13.6% | |
| EL | Buy | LAUDER ESTEE COS INCcl a | $130,598 | -30.6% | 1,227 | +0.5% | 0.02% | -32.1% |
| ATGE | ADTALEM GLOBAL ED INC | $130,282 | +32.7% | 1,910 | 0.0% | 0.02% | +26.7% | |
| IWY | ISHARES TRrus tp200 gr etf | $132,574 | +10.0% | 618 | 0.0% | 0.02% | +5.6% | |
| NUE | NUCOR CORP | $130,575 | -20.1% | 826 | 0.0% | 0.02% | -20.8% | |
| PPG | PPG INDS INC | $121,862 | -13.1% | 968 | 0.0% | 0.02% | -14.3% | |
| HRB | BLOCK H & R INC | $124,892 | +10.4% | 2,303 | 0.0% | 0.02% | +5.9% | |
| CAT | CATERPILLAR INC | $116,585 | -9.1% | 350 | 0.0% | 0.02% | -10.5% | |
| DTM | Sell | DT MIDSTREAM INC | $116,669 | +13.4% | 1,643 | -2.5% | 0.02% | +13.3% |
| MRNA | MODERNA INC | $117,325 | +11.4% | 988 | 0.0% | 0.02% | +6.2% | |
| VFQY | VANGUARD WELLINGTON FDus quality | $120,686 | -2.1% | 900 | 0.0% | 0.02% | -5.6% | |
| ISRG | INTUITIVE SURGICAL INC | $114,772 | +11.5% | 258 | 0.0% | 0.02% | +13.3% | |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $108,927 | -4.7% | 2,100 | 0.0% | 0.02% | -5.9% | |
| CVS | Sell | CVS HEALTH CORP | $110,206 | -32.1% | 1,866 | -8.3% | 0.02% | -33.3% |
| LSTR | LANDSTAR SYS INC | $110,688 | -4.3% | 600 | 0.0% | 0.02% | -5.9% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $110,867 | -3.5% | 737 | 0.0% | 0.02% | -5.9% | |
| IDXX | IDEXX LABS INC | $107,672 | -9.8% | 221 | 0.0% | 0.02% | -11.1% | |
| ES | EVERSOURCE ENERGY | $102,249 | -5.1% | 1,803 | 0.0% | 0.02% | -6.2% | |
| New | SOLVENTUM CORP | $106,554 | – | 2,015 | +100.0% | 0.02% | – | |
| AFL | AFLAC INC | $98,241 | +4.0% | 1,100 | 0.0% | 0.01% | 0.0% | |
| BP | BP PLCsponsored adr | $95,808 | -4.2% | 2,654 | 0.0% | 0.01% | -6.7% | |
| CACI | Sell | CACI INTL INCcl a | $96,780 | -2.9% | 225 | -14.4% | 0.01% | -6.7% |
| ESS | ESSEX PPTY TR INC | $95,270 | +11.2% | 350 | 0.0% | 0.01% | +7.7% | |
| IWB | ISHARES TRrus 1000 etf | $98,784 | +3.3% | 332 | 0.0% | 0.01% | 0.0% | |
| OGE | OGE ENERGY CORP | $97,747 | +4.1% | 2,738 | 0.0% | 0.01% | 0.0% | |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $91,202 | -3.6% | 1,518 | 0.0% | 0.01% | -7.1% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $87,438 | +0.0% | 1,140 | 0.0% | 0.01% | 0.0% | |
| JBL | JABIL INC | $91,058 | -18.8% | 837 | 0.0% | 0.01% | -23.5% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $87,786 | -3.6% | 1,129 | 0.0% | 0.01% | -7.1% | |
| USRT | Sell | ISHARES TRcre u s reit etf | $87,785 | -11.8% | 1,639 | -11.4% | 0.01% | -13.3% |
| USPH | U S PHYSICAL THERAPY | $92,513 | -18.1% | 1,001 | 0.0% | 0.01% | -23.5% | |
| TGT | TARGET CORP | $86,288 | -16.5% | 583 | 0.0% | 0.01% | -20.0% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $83,518 | +4.0% | 1,324 | -4.2% | 0.01% | 0.0% |
| EPD | ENTERPRISE PRODS PARTNERS L | $84,970 | -0.7% | 2,932 | 0.0% | 0.01% | -7.7% | |
| BX | Sell | BLACKSTONE INC | $80,470 | -46.7% | 650 | -43.5% | 0.01% | -47.8% |
| INTU | INTUIT | $75,580 | +1.1% | 115 | 0.0% | 0.01% | 0.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $75,328 | +9.6% | 814 | 0.0% | 0.01% | +10.0% | |
| OTIS | OTIS WORLDWIDE CORP | $78,934 | -3.0% | 820 | 0.0% | 0.01% | -8.3% | |
| COIN | COINBASE GLOBAL INC | $73,781 | -16.2% | 332 | 0.0% | 0.01% | -15.4% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $74,884 | -4.1% | 660 | 0.0% | 0.01% | -8.3% | |
| WRK | WESTROCK CO | $74,335 | +1.6% | 1,479 | 0.0% | 0.01% | 0.0% | |
| MCO | MOODYS CORP | $66,507 | +7.1% | 158 | 0.0% | 0.01% | +11.1% | |
| IWD | ISHARES TRrus 1000 val etf | $68,044 | -2.6% | 390 | 0.0% | 0.01% | 0.0% | |
| DELL | DELL TECHNOLOGIES INCcl c | $66,749 | +20.9% | 484 | 0.0% | 0.01% | +25.0% | |
| ESGU | ISHARES TResg awr msci usa | $70,161 | +3.8% | 588 | 0.0% | 0.01% | 0.0% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $70,934 | -25.6% | 1,708 | -2.8% | 0.01% | -28.6% |
| DTD | WISDOMTREE TRus total dividnd | $69,557 | +0.2% | 982 | 0.0% | 0.01% | 0.0% | |
| J P MORGAN EXCHANGE TRADED Fmkt expn enhncd | $69,271 | -3.2% | 1,223 | 0.0% | 0.01% | -9.1% | ||
| PPL | Sell | PPL CORP | $69,070 | -78.0% | 2,498 | -78.1% | 0.01% | -78.7% |
| GNTX | GENTEX CORP | $67,420 | -6.7% | 2,000 | 0.0% | 0.01% | -9.1% | |
| ADM | ARCHER DANIELS MIDLAND CO | $59,483 | -3.8% | 984 | 0.0% | 0.01% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $61,570 | -13.9% | 1,305 | 0.0% | 0.01% | -18.2% | |
| SMAR | SMARTSHEET INC | $63,123 | +14.5% | 1,432 | 0.0% | 0.01% | +12.5% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $62,844 | +19.5% | 164 | 0.0% | 0.01% | +12.5% | |
| STT | STATE STR CORP | $59,200 | -4.3% | 800 | 0.0% | 0.01% | 0.0% | |
| FE | FIRSTENERGY CORP | $59,663 | -0.9% | 1,559 | 0.0% | 0.01% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $59,018 | -1.5% | 660 | 0.0% | 0.01% | 0.0% | |
| KRP | KIMBELL RTY PARTNERS LPunit | $57,391 | +5.4% | 3,508 | 0.0% | 0.01% | 0.0% | |
| HEI | New | HEICO CORP NEW | $52,102 | – | 233 | +100.0% | 0.01% | – |
| HWM | HOWMET AEROSPACE INC | $54,341 | +13.4% | 700 | 0.0% | 0.01% | +14.3% | |
| RMD | RESMED INC | $57,426 | -3.3% | 300 | 0.0% | 0.01% | -11.1% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $55,181 | -0.0% | 941 | 0.0% | 0.01% | 0.0% | |
| OKE | ONEOK INC NEW | $56,841 | +1.7% | 697 | 0.0% | 0.01% | 0.0% | |
| ADBE | Buy | ADOBE INC | $56,110 | +22.2% | 101 | +11.0% | 0.01% | +14.3% |
| IEMG | Sell | ISHARES INCcore msci emkt | $52,952 | -16.7% | 989 | -19.7% | 0.01% | -20.0% |
| MFC | MANULIFE FINL CORP | $55,210 | +6.5% | 2,074 | 0.0% | 0.01% | 0.0% | |
| VPU | VANGUARD WORLD FDutilities etf | $55,470 | +3.7% | 375 | 0.0% | 0.01% | 0.0% | |
| AZN | ASTRAZENECA PLCsponsored adr | $52,332 | +15.1% | 671 | 0.0% | 0.01% | +14.3% | |
| CI | THE CIGNA GROUP | $47,272 | -9.0% | 143 | 0.0% | 0.01% | -12.5% | |
| VHT | VANGUARD WORLD FDhealth car etf | $49,742 | -1.7% | 187 | 0.0% | 0.01% | -12.5% | |
| EQIX | EQUINIX INC | $50,770 | -8.3% | 67 | 0.0% | 0.01% | -12.5% | |
| MRO | MARATHON OIL CORP | $46,761 | +1.2% | 1,631 | 0.0% | 0.01% | 0.0% | |
| PYPL | Buy | PAYPAL HLDGS INC | $46,134 | -8.8% | 795 | +5.3% | 0.01% | -12.5% |
| EGP | Sell | EASTGROUP PPTYS INC | $51,030 | -79.0% | 300 | -77.8% | 0.01% | -80.6% |
| HSY | Sell | HERSHEY CO | $48,532 | -27.0% | 264 | -22.8% | 0.01% | -30.0% |
| ADP | AUTOMATIC DATA PROCESSING IN | $48,932 | -4.4% | 205 | 0.0% | 0.01% | -12.5% | |
| TRMK | TRUSTMARK CORP | $45,060 | +6.9% | 1,500 | 0.0% | 0.01% | +16.7% | |
| SYF | Buy | SYNCHRONY FINANCIAL | $51,626 | +9.5% | 1,094 | +0.1% | 0.01% | 0.0% |
| SGOL | New | ETFS GOLD TR | $46,662 | – | 2,100 | +100.0% | 0.01% | – |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $45,464 | -0.8% | 631 | 0.0% | 0.01% | 0.0% | |
| DOW | DOW INC | $47,905 | -8.4% | 903 | 0.0% | 0.01% | -12.5% | |
| ENR | ENERGIZER HLDGS INC NEW | $45,551 | +0.3% | 1,542 | 0.0% | 0.01% | 0.0% | |
| PANW | PALO ALTO NETWORKS INC | $49,835 | +19.3% | 147 | 0.0% | 0.01% | +16.7% | |
| New | GE VERNOVA INC | $48,195 | – | 281 | +100.0% | 0.01% | – | |
| UBER | UBER TECHNOLOGIES INC | $47,242 | -5.6% | 650 | 0.0% | 0.01% | 0.0% | |
| AFG | AMERICAN FINL GROUP INC OHIO | $44,657 | -9.9% | 363 | 0.0% | 0.01% | -14.3% | |
| MET | METLIFE INC | $41,904 | -5.3% | 597 | 0.0% | 0.01% | -14.3% | |
| WDFC | WD 40 CO | $43,928 | -13.3% | 200 | 0.0% | 0.01% | -25.0% | |
| CLX | Sell | CLOROX CO DEL | $44,080 | -26.7% | 323 | -17.8% | 0.01% | -33.3% |
| HON | Sell | HONEYWELL INTL INC | $43,563 | -20.8% | 204 | -23.9% | 0.01% | -25.0% |
| EXC | EXELON CORP | $43,782 | -7.9% | 1,265 | 0.0% | 0.01% | -14.3% | |
| INTC | Sell | INTEL CORP | $44,468 | -34.4% | 1,436 | -6.4% | 0.01% | -40.0% |
| ACM | AECOM | $44,070 | -10.1% | 500 | 0.0% | 0.01% | -14.3% | |
| AMAT | APPLIED MATLS INC | $44,603 | +14.4% | 189 | 0.0% | 0.01% | 0.0% | |
| VCR | VANGUARD WORLD FDconsum dis etf | $42,477 | -1.7% | 136 | 0.0% | 0.01% | 0.0% | |
| EIX | EDISON INTL | $40,932 | +1.5% | 570 | 0.0% | 0.01% | 0.0% | |
| IOO | ISHARES TRglobal 100 etf | $39,019 | +8.0% | 404 | 0.0% | 0.01% | +20.0% | |
| BLV | VANGUARD BD INDEX FDSlong term bond | $42,174 | -2.8% | 600 | 0.0% | 0.01% | 0.0% | |
| MGC | VANGUARD WORLD FDmega cap index | $38,472 | +5.6% | 195 | 0.0% | 0.01% | +20.0% | |
| DD | DUPONT DE NEMOURS INC | $41,211 | +5.0% | 512 | 0.0% | 0.01% | 0.0% | |
| URI | UNITED RENTALS INC | $38,804 | -10.3% | 60 | 0.0% | 0.01% | 0.0% | |
| ESGD | ISHARES TResg aw msci eafe | $42,936 | -1.4% | 545 | 0.0% | 0.01% | -14.3% | |
| J P MORGAN EXCHANGE TRADED F | $43,263 | +0.6% | 981 | 0.0% | 0.01% | 0.0% | ||
| TMUS | T-MOBILE US INC | $43,869 | +7.9% | 249 | 0.0% | 0.01% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $38,195 | -2.0% | 1,335 | 0.0% | 0.01% | 0.0% | |
| SO | SOUTHERN CO | $41,888 | +8.1% | 540 | 0.0% | 0.01% | 0.0% | |
| NOW | SERVICENOW INC | $41,694 | +3.2% | 53 | 0.0% | 0.01% | 0.0% | |
| LULU | LULULEMON ATHLETICA INC | $38,831 | -23.5% | 130 | 0.0% | 0.01% | -25.0% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $32,542 | -1.5% | 847 | 0.0% | 0.01% | 0.0% | |
| CONSTELLATION ENERGY CORP | $37,050 | +8.3% | 185 | 0.0% | 0.01% | 0.0% | ||
| XYL | Sell | XYLEM INC | $33,908 | -25.5% | 250 | -29.0% | 0.01% | -28.6% |
| MMD | MAINSTAY MACKAY DEFINEDTERM | $33,160 | +1.4% | 2,000 | 0.0% | 0.01% | 0.0% | |
| COHERENT CORP | $36,230 | +19.5% | 500 | 0.0% | 0.01% | 0.0% | ||
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $37,934 | +5.2% | 597 | 0.0% | 0.01% | 0.0% | |
| BLD | TOPBUILD CORP | $34,675 | -12.6% | 90 | 0.0% | 0.01% | -16.7% | |
| IAU | ISHARES GOLD TRishares new | $37,341 | +4.6% | 850 | 0.0% | 0.01% | 0.0% | |
| D | Sell | DOMINION ENERGY INC | $31,409 | -37.2% | 641 | -36.9% | 0.01% | -28.6% |
| VEEV | VEEVA SYS INC | $36,602 | -21.0% | 200 | 0.0% | 0.01% | -28.6% | |
| STZ | CONSTELLATION BRANDS INCcl a | $37,306 | -5.3% | 145 | 0.0% | 0.01% | -16.7% | |
| MAS | MASCO CORP | $34,469 | -15.5% | 517 | 0.0% | 0.01% | -16.7% | |
| BOX | BOX INCcl a | $33,050 | -6.6% | 1,250 | 0.0% | 0.01% | 0.0% | |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $36,824 | -1.7% | 780 | 0.0% | 0.01% | -16.7% | |
| BLFS | BIOLIFE SOLUTIONS INC | $36,732 | +15.5% | 1,714 | 0.0% | 0.01% | 0.0% | |
| IRBO | ISHARES TRrobotics artif | $34,153 | -3.4% | 1,029 | 0.0% | 0.01% | 0.0% | |
| ENB | Sell | ENBRIDGE INC | $33,562 | -7.5% | 943 | -6.0% | 0.01% | 0.0% |
| AWK | AMERICAN WTR WKS CO INC NEW | $25,832 | +5.7% | 200 | 0.0% | 0.00% | 0.0% | |
| PID | INVESCO EXCHANGE TRADED FD Tintl divi achi | $27,257 | -3.3% | 1,521 | 0.0% | 0.00% | 0.0% | |
| DG | DOLLAR GEN CORP NEW | $28,694 | -15.3% | 217 | 0.0% | 0.00% | -20.0% | |
| ZTS | ZOETIS INCcl a | $28,258 | +2.5% | 163 | 0.0% | 0.00% | 0.0% | |
| BHP | BHP GROUP LTDsponsored ads | $28,545 | -1.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ALTG | ALTA EQUIPMENT GROUP INC | $30,689 | -37.9% | 3,817 | 0.0% | 0.00% | -42.9% | |
| FXU | FIRST TR EXCHANGE TRADED FDutilities alph | $27,283 | +1.9% | 825 | 0.0% | 0.00% | 0.0% | |
| O | Sell | REALTY INCOME CORP | $30,636 | -51.6% | 580 | -50.5% | 0.00% | -55.6% |
| FJUL | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $27,636 | +3.6% | 600 | 0.0% | 0.00% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $29,805 | -2.4% | 725 | 0.0% | 0.00% | -20.0% | |
| HPQ | HP INC | $24,339 | +15.9% | 695 | 0.0% | 0.00% | +33.3% | |
| GLW | CORNING INC | $26,030 | +17.9% | 670 | 0.0% | 0.00% | +33.3% | |
| L | LOEWS CORP | $29,896 | -4.5% | 400 | 0.0% | 0.00% | -20.0% | |
| WEC | WEC ENERGY GROUP INC | $26,128 | -4.5% | 333 | 0.0% | 0.00% | 0.0% | |
| GE HEALTHCARE TECHNOLOGIES I | $28,831 | -14.3% | 370 | 0.0% | 0.00% | -20.0% | ||
| EEM | Buy | ISHARES TRmsci emg mkt etf | $27,943 | +4.1% | 656 | +0.5% | 0.00% | 0.0% |
| MAG | MAG SILVER CORP | $29,175 | +10.3% | 2,500 | 0.0% | 0.00% | 0.0% | |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $29,689 | -1.1% | 610 | 0.0% | 0.00% | 0.0% | |
| IYF | ISHARES TRu.s. finls etf | $29,317 | -1.1% | 310 | 0.0% | 0.00% | 0.0% | |
| FBHS | FORTUNE BRANDS INNOVATIONS I | $19,482 | -23.3% | 300 | 0.0% | 0.00% | -25.0% | |
| CMA | Buy | COMERICA INC | $19,702 | -1.6% | 386 | +6.0% | 0.00% | 0.0% |
| CSX | Sell | CSX CORP | $23,415 | -45.5% | 700 | -39.7% | 0.00% | -50.0% |
| XLI | SELECT SECTOR SPDR TRindl | $20,109 | -3.2% | 165 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $20,711 | -9.1% | 264 | 0.0% | 0.00% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC | $22,272 | -5.0% | 300 | 0.0% | 0.00% | -25.0% | |
| Sell | WARNER BROS DISCOVERY INC | $23,481 | -19.6% | 3,156 | -5.7% | 0.00% | -25.0% | |
| PH | PARKER-HANNIFIN CORP | $23,268 | -9.0% | 46 | 0.0% | 0.00% | -25.0% | |
| SPSM | SPDR SER TRportfolio s&p600 | $20,765 | -3.5% | 500 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC | $18,394 | -6.5% | 341 | 0.0% | 0.00% | 0.0% | |
| ABC | CENCORA INC | $19,827 | -7.3% | 88 | 0.0% | 0.00% | 0.0% | |
| IRT | INDEPENDENCE RLTY TR INC | $21,252 | +16.2% | 1,134 | 0.0% | 0.00% | 0.0% | |
| LOB | LIVE OAK BANCSHARES INC | $17,530 | -15.5% | 500 | 0.0% | 0.00% | 0.0% | |
| ZS | ZSCALER INC | $23,832 | -0.2% | 124 | 0.0% | 0.00% | -25.0% | |
| VLO | VALERO ENERGY CORP | $22,574 | -8.2% | 144 | 0.0% | 0.00% | -25.0% | |
| K | KELLANOVA | $23,072 | +0.7% | 400 | 0.0% | 0.00% | 0.0% | |
| FNB | F N B CORP | $18,947 | -3.0% | 1,385 | 0.0% | 0.00% | 0.0% | |
| PLPC | PREFORMED LINE PRODS CO | $23,040 | -3.2% | 185 | 0.0% | 0.00% | -25.0% | |
| ROST | ROSS STORES INC | $18,311 | -1.0% | 126 | 0.0% | 0.00% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $23,436 | +12.1% | 50 | 0.0% | 0.00% | 0.0% | |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $20,580 | -1.7% | 300 | 0.0% | 0.00% | 0.0% | |
| BLK | BLACKROCK INC | $19,683 | -5.6% | 25 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AGsponsored adr | $22,357 | +10.1% | 210 | 0.0% | 0.00% | 0.0% | |
| STWD | Buy | STARWOOD PPTY TR INC | $21,914 | +16.3% | 1,157 | +24.8% | 0.00% | 0.0% |
| RGEN | REPLIGEN CORP | $22,061 | -31.5% | 175 | 0.0% | 0.00% | -40.0% | |
| TXN | TEXAS INSTRS INC | $18,286 | +11.7% | 94 | 0.0% | 0.00% | +50.0% | |
| DFEB | FIRST TR EXCHNG TRADED FD VIft vest us | $20,165 | +3.1% | 500 | 0.0% | 0.00% | 0.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $20,593 | -3.7% | 122 | 0.0% | 0.00% | 0.0% | |
| GDV | GABELLI DIVID & INCOME TR | $22,710 | -1.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| NFG | Sell | NATIONAL FUEL GAS CO | $10,838 | -48.0% | 200 | -48.5% | 0.00% | -33.3% |
| FND | FLOOR & DECOR HLDGS INCcl a | $14,912 | -23.3% | 150 | 0.0% | 0.00% | -33.3% | |
| GD | GENERAL DYNAMICS CORP | $12,186 | +2.7% | 42 | 0.0% | 0.00% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $11,003 | +1.6% | 146 | 0.0% | 0.00% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $12,665 | +8.3% | 28 | 0.0% | 0.00% | 0.0% | |
| Buy | HAGERTY INC | $13,292 | +13.9% | 1,278 | +0.2% | 0.00% | 0.0% | |
| FSK | FS KKR CAP CORP | $15,765 | +3.5% | 799 | 0.0% | 0.00% | 0.0% | |
| NGVT | INGEVITY CORP | $10,753 | -8.4% | 246 | 0.0% | 0.00% | 0.0% | |
| ENPH | Buy | ENPHASE ENERGY INC | $14,458 | +1891.5% | 145 | +2316.7% | 0.00% | – |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $12,982 | -2.5% | 200 | 0.0% | 0.00% | 0.0% | |
| IWS | Sell | ISHARES TRrus mdcp val etf | $14,006 | -37.9% | 116 | -35.6% | 0.00% | -33.3% |
| IYM | ISHARES TRu.s. bas mtl etf | $14,001 | -5.2% | 100 | 0.0% | 0.00% | 0.0% | |
| EFG | ISHARES TReafe grwth etf | $11,253 | -1.4% | 110 | 0.0% | 0.00% | 0.0% | |
| ESGE | ISHARES INCesg awr msci em | $14,217 | +4.0% | 424 | 0.0% | 0.00% | 0.0% | |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $13,402 | +8.5% | 98 | +24.1% | 0.00% | 0.0% |
| KMB | KIMBERLY-CLARK CORP | $15,617 | +6.8% | 113 | 0.0% | 0.00% | 0.0% | |
| KF | KOREA FD INC | $12,065 | -5.1% | 500 | 0.0% | 0.00% | 0.0% | |
| DNP | DNP SELECT INCOME FD INC | $10,884 | -9.4% | 1,324 | 0.0% | 0.00% | 0.0% | |
| LEN | LENNAR CORPcl a | $15,737 | -12.9% | 105 | 0.0% | 0.00% | -33.3% | |
| LOW | LOWES COS INC | $15,212 | -13.5% | 69 | 0.0% | 0.00% | -33.3% | |
| LUNA | New | LUNA INNOVATIONS INC | $13,162 | – | 4,113 | +100.0% | 0.00% | – |
| MGY | MAGNOLIA OIL & GAS CORPcl a | $14,343 | -2.3% | 566 | 0.0% | 0.00% | 0.0% | |
| MASI | MASIMO CORP | $12,594 | -14.2% | 100 | 0.0% | 0.00% | 0.0% | |
| MBWM | MERCANTILE BK CORP | $11,482 | +5.4% | 283 | 0.0% | 0.00% | 0.0% | |
| MXE | MEXICO EQUITY & INCOME FD | $11,645 | -17.0% | 1,213 | 0.0% | 0.00% | 0.0% | |
| MNST | MONSTER BEVERAGE CORP NEW | $10,790 | -15.7% | 216 | 0.0% | 0.00% | 0.0% | |
| MS | Sell | MORGAN STANLEY | $14,579 | -50.5% | 150 | -52.1% | 0.00% | -50.0% |
| NVO | NOVO-NORDISK A Sadr | $14,274 | +11.2% | 100 | 0.0% | 0.00% | 0.0% | |
| CZWI | CITIZENS CMNTY BANCORP INC M | $11,570 | -4.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $15,663 | – | 250 | +100.0% | 0.00% | – |
| LNG | CHENIERE ENERGY INC | $11,364 | +8.4% | 65 | 0.0% | 0.00% | 0.0% | |
| CORP | Buy | PIMCO ETF TRinv grd crp bd | $13,454 | +0.2% | 142 | +1.4% | 0.00% | 0.0% |
| PRU | PRUDENTIAL FINL INC | $11,446 | -0.2% | 98 | 0.0% | 0.00% | 0.0% | |
| RMAX | New | RE MAX HLDGS INCcl a | $16,200 | – | 2,000 | +100.0% | 0.00% | – |
| REGN | REGENERON PHARMACEUTICALS | $10,511 | +9.2% | 10 | 0.0% | 0.00% | +100.0% | |
| CHRW | C H ROBINSON WORLDWIDE INC | $13,218 | +15.7% | 150 | 0.0% | 0.00% | 0.0% | |
| XHE | SPDR SER TRhlth cr equip | $13,506 | -4.0% | 160 | 0.0% | 0.00% | 0.0% | |
| JNK | SPDR SER TRbloomberg high y | $15,084 | -1.0% | 160 | 0.0% | 0.00% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $16,762 | -1.3% | 115 | 0.0% | 0.00% | -33.3% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $15,869 | -0.8% | 87 | 0.0% | 0.00% | 0.0% | |
| SCI | SERVICE CORP INTL | $10,599 | -4.2% | 149 | 0.0% | 0.00% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO | $16,116 | -14.1% | 54 | 0.0% | 0.00% | -33.3% | |
| SPG | SIMON PPTY GROUP INC NEW | $13,207 | -3.0% | 87 | 0.0% | 0.00% | 0.0% | |
| SJM | Sell | SMUCKER J M CO | $10,904 | -27.2% | 100 | -16.0% | 0.00% | 0.0% |
| RUN | Buy | SUNRUN INC | $13,094 | -9.7% | 1,104 | +0.4% | 0.00% | 0.0% |
| TPR | TAPESTRY INC | $15,234 | -9.9% | 356 | 0.0% | 0.00% | -33.3% | |
| TTE | TOTALENERGIES SEsponsored ads | $13,336 | -3.1% | 200 | 0.0% | 0.00% | 0.0% | |
| BATH & BODY WORKS INC | $11,794 | -21.9% | 302 | 0.0% | 0.00% | 0.0% | ||
| AIZ | ASSURANT INC | $12,469 | -11.7% | 75 | 0.0% | 0.00% | 0.0% | |
| VFH | VANGUARD WORLD FDfinancials etf | $13,584 | -2.5% | 136 | 0.0% | 0.00% | 0.0% | |
| ANDE | ANDERSONS INC | $14,880 | -13.5% | 300 | 0.0% | 0.00% | -33.3% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $11,478 | -2.6% | 50 | 0.0% | 0.00% | 0.0% | |
| FRDM | New | EA SERIES TRUSTfreedom 100 em | $15,471 | – | 438 | +100.0% | 0.00% | – |
| WFC | WELLS FARGO CO NEW | $13,660 | +2.5% | 230 | 0.0% | 0.00% | 0.0% | |
| WELL | WELLTOWER INC | $13,866 | +11.6% | 133 | 0.0% | 0.00% | 0.0% | |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $11,939 | -27.6% | 110 | -12.0% | 0.00% | 0.0% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $10,637 | +11.0% | 103 | 0.0% | 0.00% | +100.0% | |
| JEQ | Buy | ABRDN JAPAN EQUITY FUND INC | $12,192 | -3.8% | 2,077 | +2.1% | 0.00% | 0.0% |
| SPOT | SPOTIFY TECHNOLOGY S A | $11,611 | +18.9% | 37 | 0.0% | 0.00% | +100.0% | |
| BE | BLOOM ENERGY CORP | $7,087 | +8.9% | 579 | 0.0% | 0.00% | 0.0% | |
| SQ | BLOCK INCcl a | $5,482 | -23.8% | 85 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC | $8,360 | +5.0% | 60 | 0.0% | 0.00% | 0.0% | |
| DDOG | DATADOG INC | $3,762 | +4.9% | 29 | 0.0% | 0.00% | 0.0% | |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $6,758 | -52.2% | 60 | -53.1% | 0.00% | -50.0% |
| DVY | ISHARES TRselect divid etf | $7,380 | -1.8% | 61 | 0.0% | 0.00% | 0.0% | |
| SBUX | STARBUCKS CORP | $10,204 | -14.8% | 131 | 0.0% | 0.00% | -50.0% | |
| KYNDRYL HLDGS INC | $8,578 | +20.9% | 326 | 0.0% | 0.00% | 0.0% | ||
| ARCHER AVIATION INC | $5,175 | -23.8% | 1,470 | 0.0% | 0.00% | 0.0% | ||
| KR | KROGER CO | $4,993 | -12.6% | 100 | 0.0% | 0.00% | 0.0% | |
| MAPLEBEAR INC | $6,428 | -13.8% | 200 | 0.0% | 0.00% | 0.0% | ||
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $6,972 | -2.6% | 42 | 0.0% | 0.00% | 0.0% | |
| SU | SUNCOR ENERGY INC NEW | $5,715 | +3.2% | 150 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $5,691 | +14.6% | 304 | 0.0% | 0.00% | 0.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $6,800 | -4.9% | 77 | 0.0% | 0.00% | 0.0% | |
| SUP | Sell | SUPERIOR INDS INTL INC | $9,750 | -15.9% | 3,000 | -25.0% | 0.00% | -50.0% |
| PCG | PG&E CORP | $3,492 | +4.2% | 200 | 0.0% | 0.00% | 0.0% | |
| NET | CLOUDFLARE INC | $8,283 | -14.5% | 100 | 0.0% | 0.00% | 0.0% | |
| AMP | AMERIPRISE FINL INC | $5,554 | -2.6% | 13 | 0.0% | 0.00% | 0.0% | |
| NARI | INARI MED INC | $6,741 | +0.3% | 140 | 0.0% | 0.00% | 0.0% | |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INcl a | $9,336 | -9.3% | 187 | 0.0% | 0.00% | -50.0% | |
| New | PORTILLOS INC | $3,714 | – | 382 | +100.0% | 0.00% | – | |
| DE | DEERE & CO | $5,605 | -9.0% | 15 | 0.0% | 0.00% | 0.0% | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $5,481 | +3.1% | 756 | 0.0% | 0.00% | 0.0% | |
| ESML | ISHARES TResg aware msci | $8,393 | -4.4% | 218 | 0.0% | 0.00% | 0.0% | |
| MAN | MANPOWERGROUP INC WIS | $6,980 | -10.1% | 100 | 0.0% | 0.00% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $6,690 | +19.4% | 316 | 0.0% | 0.00% | 0.0% | |
| OGN | Sell | ORGANON & CO | $6,790 | +9.4% | 328 | -0.6% | 0.00% | 0.0% |
| VERALTO CORP | $4,774 | +7.7% | 50 | 0.0% | 0.00% | 0.0% | ||
| ALIT | ALIGHT INC | $6,237 | -25.1% | 845 | 0.0% | 0.00% | 0.0% | |
| VRSK | VERISK ANALYTICS INC | $10,243 | +14.3% | 38 | 0.0% | 0.00% | 0.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC | $7,115 | +4.5% | 363 | 0.0% | 0.00% | 0.0% | |
| VTRS | Sell | VIATRIS INC | $8,650 | -21.8% | 814 | -12.1% | 0.00% | -50.0% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $10,224 | -0.5% | 142 | 0.0% | 0.00% | -50.0% | |
| SPIB | SPDR SER TRportfolio intrmd | $8,434 | -0.4% | 259 | 0.0% | 0.00% | 0.0% | |
| COP | Sell | CONOCOPHILLIPS | $4,919 | -73.0% | 43 | -69.9% | 0.00% | -66.7% |
| PSX | PHILLIPS 66 | $8,047 | -13.6% | 57 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $6,500 | -0.9% | 137 | 0.0% | 0.00% | 0.0% | |
| CNC | CENTENE CORP DEL | $7,028 | -15.5% | 106 | 0.0% | 0.00% | 0.0% | |
| HDB | HDFC BANK LTDsponsored ads | $6,498 | +14.9% | 101 | 0.0% | 0.00% | 0.0% | |
| ICSH | ISHARES TRblackrock ultra | $9,500 | -0.1% | 188 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC | $4,584 | +8.5% | 29 | 0.0% | 0.00% | 0.0% | |
| CMS | Buy | CMS ENERGY CORP | $5,537 | +239.7% | 93 | +244.4% | 0.00% | – |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $6,171 | -12.1% | 159 | +2.6% | 0.00% | 0.0% |
| OPEN | New | OPENDOOR TECHNOLOGIES INC | $3,680 | – | 2,000 | +100.0% | 0.00% | – |
| WFCPRL | WELLS FARGO CO NEWperp pfd cnv a | $5,945 | -2.5% | 5 | 0.0% | 0.00% | 0.0% | |
| Buy | TRUMP MEDIA & TECHNOLOGY GRO | $6,190 | +18.9% | 189 | +125.0% | 0.00% | 0.0% | |
| WDC | WESTERN DIGITAL CORP. | $6,062 | +11.0% | 80 | 0.0% | 0.00% | 0.0% | |
| FLRN | SPDR SER TRbloomberg invt | $9,009 | +0.1% | 292 | 0.0% | 0.00% | 0.0% | |
| CAG | CONAGRA BRANDS INC | $9,919 | -4.1% | 349 | 0.0% | 0.00% | -50.0% | |
| MPLX | MPLX LP | $3,621 | +2.5% | 85 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $6,861 | -6.3% | 100 | 0.0% | 0.00% | 0.0% | |
| TRV | TRAVELERS COMPANIES INC | $9,151 | -11.6% | 45 | 0.0% | 0.00% | -50.0% | |
| RAMACO RES INC | $6,188 | -26.1% | 497 | 0.0% | 0.00% | 0.0% | ||
| GM | GENERAL MTRS CO | $3,996 | +2.4% | 86 | 0.0% | 0.00% | 0.0% | |
| YUM | YUM BRANDS INC | $8,478 | -4.5% | 64 | 0.0% | 0.00% | 0.0% | |
| YUMC | Sell | YUM CHINA HLDGS INC | $4,503 | -42.3% | 146 | -25.5% | 0.00% | 0.0% |
| CEVA | CEVA INC | $7,716 | -15.1% | 400 | 0.0% | 0.00% | 0.0% | |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $3,950 | -1.9% | 47 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INCcl a | $9,302 | +44.7% | 560 | 0.0% | 0.00% | 0.0% | |
| BSX | New | BOSTON SCIENTIFIC CORP | $10,012 | – | 130 | +100.0% | 0.00% | – |
| DRAFTKINGS INC NEW | $3,817 | -15.9% | 100 | 0.0% | 0.00% | 0.0% | ||
| UAA | UNDER ARMOUR INCcl a | $7,317 | -9.6% | 1,097 | 0.0% | 0.00% | 0.0% | |
| BEEM | BEAM GLOBAL | $4,610 | -32.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $9,150 | -59.5% | 100 | -60.3% | 0.00% | -66.7% |
| OWL | BLUE OWL CAPITAL INC | $3,550 | -5.9% | 200 | 0.0% | 0.00% | 0.0% | |
| BACPRL | BANK AMERICA CORP7.25%cnv pfd l | $5,981 | +0.2% | 5 | 0.0% | 0.00% | 0.0% | |
| IWV | ISHARES TRrussell 3000 etf | $8,026 | +2.9% | 26 | 0.0% | 0.00% | 0.0% | |
| GLOBALFOUNDRIES INCordinary shares | $5,056 | -3.0% | 100 | 0.0% | 0.00% | 0.0% | ||
| FCX | FREEPORT-MCMORAN INCcl b | $5,832 | +3.3% | 120 | 0.0% | 0.00% | 0.0% | |
| GDX | VANECK ETF TRUSTgold miners etf | $7,770 | +7.3% | 229 | 0.0% | 0.00% | 0.0% | |
| AXGN | AXOGEN INC | $3,620 | -10.3% | 500 | 0.0% | 0.00% | 0.0% | |
| New | JOBY AVIATION INC | $8,069 | – | 1,582 | +100.0% | 0.00% | – | |
| DPG | DUFF & PHELPS UTLITY AND INF | $9,830 | +2.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CCJ | CAMECO CORP | $8,610 | +13.6% | 175 | 0.0% | 0.00% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $8,876 | +3.6% | 59 | 0.0% | 0.00% | 0.0% | |
| ALV | AUTOLIV INC | $8,774 | -11.2% | 82 | 0.0% | 0.00% | 0.0% | |
| NGL | NGL ENERGY PARTNERS LP | $4,048 | -12.2% | 800 | 0.0% | 0.00% | 0.0% | |
| BIGZ | BLACKROCK INNOVATION AND GRW | $4,338 | -11.2% | 600 | 0.0% | 0.00% | 0.0% | |
| ALC | ALCON AG | $4,009 | +6.9% | 45 | 0.0% | 0.00% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP | $8,696 | +1.9% | 118 | 0.0% | 0.00% | 0.0% | |
| LPLA | New | LPL FINL HLDGS INC | $8,379 | – | 30 | +100.0% | 0.00% | – |
| WPM | WHEATON PRECIOUS METALS CORP | $1,154 | +11.3% | 22 | 0.0% | 0.00% | – | |
| Sell | WOLFSPEED INC | $1,161 | -77.8% | 51 | -71.2% | 0.00% | -100.0% | |
| WOPEY | WOODSIDE ENERGY GROUP LTDsponsored adr | $3,386 | -5.8% | 180 | 0.0% | 0.00% | -100.0% | |
| ZIMVIE INC | $146 | +10.6% | 8 | 0.0% | 0.00% | – | ||
| GTX | New | GARRETT MOTION INC | $86 | – | 10 | +100.0% | 0.00% | – |
| FSLR | New | FIRST SOLAR INC | $2,931 | – | 13 | +100.0% | 0.00% | – |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $1,007 | -9.4% | 17 | 0.0% | 0.00% | – | |
| ZOM | ZOMEDICA CORP | $731 | +0.1% | 5,000 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC | $1,236 | -24.9% | 50 | 0.0% | 0.00% | – | |
| ABNB | AIRBNB INC | $1,517 | -8.1% | 10 | 0.0% | 0.00% | – | |
| ACN | Sell | ACCENTURE PLC IRELAND | $2,124 | -70.8% | 7 | -66.7% | 0.00% | -100.0% |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $545 | +6.4% | 22 | 0.0% | 0.00% | – | |
| FLGT | FULGENT GENETICS INC | $393 | -9.4% | 20 | 0.0% | 0.00% | – | |
| FOXA | FOX CORP | $1,238 | +9.9% | 36 | 0.0% | 0.00% | – | |
| APTV | APTIV PLC | $1,479 | -11.6% | 21 | 0.0% | 0.00% | – | |
| NAT | NORDIC AMERICAN TANKERS LIMI | $995 | +1.5% | 250 | 0.0% | 0.00% | – | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $1,879 | -10.2% | 100 | 0.0% | 0.00% | – | |
| PNR | PENTAIR PLC | $1,074 | -10.3% | 14 | 0.0% | 0.00% | – | |
| FTSL | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $3,200 | -1.1% | 70 | 0.0% | 0.00% | – | |
| ARKF | ARK ETF TRfintech innova | $2,786 | -8.1% | 100 | 0.0% | 0.00% | – | |
| AMCX | AMC NETWORKS INCcl a | $155 | -20.5% | 16 | 0.0% | 0.00% | – | |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $541 | -20.7% | 10 | 0.0% | 0.00% | – | |
| LIBERTY MEDIA CORP DEL | $1,574 | -25.4% | 71 | 0.0% | 0.00% | – | ||
| QRTEA | QURATE RETAIL INC | $51 | -48.5% | 80 | 0.0% | 0.00% | – | |
| RGA | REINSURANCE GRP OF AMERICA I | $2,874 | +6.4% | 14 | 0.0% | 0.00% | – | |
| MNKD | MANNKIND CORP | $909 | +15.2% | 174 | 0.0% | 0.00% | – | |
| New | RENT THE RUNWAY INCcl a new | $457 | – | 26 | +100.0% | 0.00% | – | |
| M | MACYS INC | $2,132 | -3.9% | 111 | 0.0% | 0.00% | – | |
| RNG | RINGCENTRAL INCcl a | $1,551 | -18.8% | 55 | 0.0% | 0.00% | – | |
| Buy | RIVIAN AUTOMOTIVE INC | $980 | +26.0% | 73 | +2.8% | 0.00% | – | |
| ROP | ROPER TECHNOLOGIES INC | $564 | +0.5% | 1 | 0.0% | 0.00% | – | |
| New | LUCID GROUP INC | $105 | – | 40 | +100.0% | 0.00% | – | |
| AA | Exit | ALCOA CORP | $0 | – | -11 | -100.0% | 0.00% | – |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $625 | +33.8% | 22 | +15.8% | 0.00% | – |
| LITHIUM AMERS CORP NEW | $861 | -60.1% | 321 | 0.0% | 0.00% | – | ||
| BHF | New | BRIGHTHOUSE FINL INC | $87 | – | 2 | +100.0% | 0.00% | – |
| BETZ | LISTED FD TRroundhill sports | $2,984 | -4.5% | 175 | 0.0% | 0.00% | – | |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -68 | -100.0% | 0.00% | – |
| LIBERTY MEDIA CORP DEL | $776 | -25.4% | 35 | 0.0% | 0.00% | – | ||
| CSIQ | New | CANADIAN SOLAR INC | $74 | – | 5 | +100.0% | 0.00% | – |
| LIBERTY MEDIA CORP DEL | $643 | +9.4% | 10 | 0.0% | 0.00% | – | ||
| LIBERTY MEDIA CORP DEL | $1,437 | +9.5% | 20 | 0.0% | 0.00% | – | ||
| LIBERTY MEDIA CORP DEL | $338 | -11.5% | 9 | 0.0% | 0.00% | – | ||
| LIBERTY MEDIA CORP DEL | $689 | -12.7% | 18 | 0.0% | 0.00% | – | ||
| XLK | SELECT SECTOR SPDR TRtechnology | $2,037 | +8.6% | 9 | 0.0% | 0.00% | – | |
| LBRDK | LIBERTY BROADBAND CORP | $1,097 | -4.2% | 20 | 0.0% | 0.00% | – | |
| Exit | AMERICAN ONCOLOGY NETWORK IN | $0 | – | -334 | -100.0% | 0.00% | – | |
| CF | Exit | CF INDS HLDGS INC | $0 | – | -6 | -100.0% | 0.00% | – |
| SITC | SITE CTRS CORP | $1,813 | -1.0% | 125 | 0.0% | 0.00% | – | |
| LBRDA | LIBERTY BROADBAND CORP | $546 | -4.5% | 10 | 0.0% | 0.00% | – | |
| SNOW | SNOWFLAKE INCcl a | $1,351 | -16.4% | 10 | 0.0% | 0.00% | – | |
| SOHU | SOHU COM LTDsponsored ads | $1,392 | +31.7% | 100 | 0.0% | 0.00% | – | |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $51 | – | 2 | +100.0% | 0.00% | – |
| DXC | DXC TECHNOLOGY CO | $516 | -9.9% | 27 | 0.0% | 0.00% | – | |
| SAVE | SPIRIT AIRLS INC | $99 | -24.4% | 27 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO | $3,351 | -12.7% | 104 | 0.0% | 0.00% | -100.0% | |
| SPWR | New | SUNPOWER CORP | $9 | – | 3 | +100.0% | 0.00% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -5 | -100.0% | 0.00% | – |
| BB | New | BLACKBERRY LTD | $20 | – | 8 | +100.0% | 0.00% | – |
| Exit | ARCIMOTO INC | $0 | – | -20 | -100.0% | 0.00% | – | |
| TECK | TECK RESOURCES LTDcl b | $815 | +4.6% | 17 | 0.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC | $489 | -35.2% | 50 | 0.0% | 0.00% | – | |
| VIV | TELEFONICA BRASIL SAnew adr | $468 | -18.5% | 57 | 0.0% | 0.00% | – | |
| TDC | TERADATA CORP DEL | $2,212 | -10.6% | 64 | 0.0% | 0.00% | – | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $1,625 | +15.2% | 100 | 0.0% | 0.00% | – | |
| BYND | BEYOND MEAT INC | $906 | -19.0% | 135 | 0.0% | 0.00% | – | |
| DFS | DISCOVER FINL SVCS | $2,355 | -0.2% | 18 | 0.0% | 0.00% | – | |
| TDG | TRANSDIGM GROUP INC | $1,278 | +3.7% | 1 | 0.0% | 0.00% | – | |
| TY | TRI CONTL CORP | $713 | +0.6% | 23 | 0.0% | 0.00% | – | |
| DLB | DOLBY LABORATORIES INC | $1,664 | -5.5% | 21 | 0.0% | 0.00% | – | |
| BEAM | BEAM THERAPEUTICS INC | $1,172 | -29.1% | 50 | 0.0% | 0.00% | – | |
| IEV | ISHARES TReurope etf | $2,738 | -1.7% | 50 | 0.0% | 0.00% | – | |
| DSS INC | $2 | 0.0% | 1 | 0.0% | 0.00% | – | ||
| EOG | Sell | EOG RES INC | $882 | -99.3% | 7 | -99.3% | 0.00% | -100.0% |
| Sell | AURORA CANNABIS INC | $98 | +1.0% | 21 | -4.5% | 0.00% | – | |
| HDRO | ETF SER SOLUTIONSdefiance next | $2,505 | -4.9% | 500 | 0.0% | 0.00% | – | |
| EDIT | EDITAS MEDICINE INC | $234 | -36.9% | 50 | 0.0% | 0.00% | – | |
| ELAN | ELANCO ANIMAL HEALTH INC | $2,410 | -11.4% | 167 | 0.0% | 0.00% | – | |
| CRON | Exit | CRONOS GROUP INC | $0 | – | -200 | -100.0% | 0.00% | – |
| ASXC | ASENSUS SURGICAL INC | $6 | +50.0% | 16 | 0.0% | 0.00% | – | |
| EWC | Buy | ISHARES INCmsci cda etf | $2,957 | -2.2% | 80 | +1.3% | 0.00% | – |
| EMBECTA CORP | $163 | -5.8% | 13 | 0.0% | 0.00% | – | ||
| Exit | AMPLIFY ETF TRamplify alternat | $0 | – | -25 | -100.0% | 0.00% | – | |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $41 | – | 1 | +100.0% | 0.00% | – |
| PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $3,224 | -12.6% | 160 | 0.0% | 0.00% | -100.0% | |
| EVGO | New | EVGO INC | $5 | – | 2 | +100.0% | 0.00% | – |
| APA | APA CORPORATION | $501 | -14.4% | 17 | 0.0% | 0.00% | – | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,978 | -4.3% | 34 | 0.0% | 0.00% | – | |
| ILMN | ILLUMINA INC | $314 | -23.8% | 3 | 0.0% | 0.00% | – | |
| EXPI | EXP WORLD HLDGS INC | $1,964 | +9.2% | 174 | 0.0% | 0.00% | – | |
| EXPD | EXPEDITORS INTL WASH INC | $2,122 | +2.7% | 17 | 0.0% | 0.00% | – | |
| HUBS | HUBSPOT INC | $2,949 | -5.9% | 5 | 0.0% | 0.00% | – | |
| AMERICA MOVIL SAB DE CVspon ads rp cl b | $2,720 | -8.9% | 160 | 0.0% | 0.00% | – | ||
| AAL | AMERICAN AIRLS GROUP INC | $340 | -26.2% | 30 | 0.0% | 0.00% | – | |
| VC | VISTEON CORP | $107 | -9.3% | 1 | 0.0% | 0.00% | – | |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $2,573 | -30.9% | 290 | -30.6% | 0.00% | -100.0% |
| VMC | VULCAN MATLS CO | $747 | -8.8% | 3 | 0.0% | 0.00% | – | |
| HALEON PLCspon ads | $1,611 | -2.7% | 195 | 0.0% | 0.00% | – | ||
| AQN | New | ALGONQUIN PWR UTILS CORP | $12 | – | 2 | +100.0% | 0.00% | – |
| WK KELLOGG CO | $823 | -12.4% | 50 | 0.0% | 0.00% | – | ||
| AL | AIR LEASE CORPcl a | $1,617 | -7.5% | 34 | 0.0% | 0.00% | – | |
| ECL | Exit | ECOLAB INC | $0 | – | -1 | -100.0% | 0.00% | – |
| GSK PLCsponsored adr | $2,118 | -10.2% | 55 | 0.0% | 0.00% | – | ||
| WY | WEYERHAEUSER CO MTN BE | $1,477 | -20.9% | 52 | 0.0% | 0.00% | – | |
| RIG | TRANSOCEAN LTD | $696 | -14.8% | 130 | 0.0% | 0.00% | – | |
| GILT | GILAT SATELLITE NETWORKS LTD | $2,235 | -17.7% | 500 | 0.0% | 0.00% | – | |
| RACE | FERRARI N V | $2,451 | -6.3% | 6 | 0.0% | 0.00% | – | |
| AGNC | AGNC INVT CORP | $29 | -3.3% | 3 | 0.0% | 0.00% | – | |
| STLA | STELLANTIS N.V | $338 | -29.9% | 17 | 0.0% | 0.00% | – | |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -18 | -100.0% | 0.00% | – |
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -3 | -100.0% | 0.00% | – |
| TLRY | Exit | TILRAY BRANDS INC | $0 | – | -167 | -100.0% | 0.00% | – |
| NKLA | Exit | NIKOLA CORP | $0 | – | -1,349 | -100.0% | 0.00% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -11 | -100.0% | 0.00% | – |
| Exit | KENVUE INC | $0 | – | -56 | -100.0% | 0.00% | – | |
| SSYS | Exit | STRATASYS LTD | $0 | – | -122 | -100.0% | 0.00% | – |
| Exit | J P MORGAN EXCHANGE TRADED Fintrnl res eqt | $0 | – | -28 | -100.0% | 0.00% | – | |
| IHRT | Exit | IHEARTMEDIA INC | $0 | – | -167 | -100.0% | 0.00% | – |
| CLF | Exit | CLEVELAND-CLIFFS INC NEW | $0 | – | -56 | -100.0% | 0.00% | – |
| DNOW | DNOW INC | $495 | -9.7% | 36 | 0.0% | 0.00% | – | |
| JWN | NORDSTROM INC | $2,950 | +4.7% | 139 | 0.0% | 0.00% | – | |
| Exit | ORGANIGRAM HLDGS INC | $0 | – | -50 | -100.0% | 0.00% | – | |
| CFG | CITIZENS FINL GROUP INC | $1,550 | -0.7% | 43 | 0.0% | 0.00% | – | |
| New | NIKOLA CORP | $361 | – | 44 | +100.0% | 0.00% | – | |
| C | Sell | CITIGROUP INC | $2,285 | -55.4% | 36 | -55.6% | 0.00% | -100.0% |
| NIO | NIO INCspon ads | $1,477 | -7.6% | 355 | 0.0% | 0.00% | – | |
| PENN | PENN ENTERTAINMENT INC | $388 | +6.3% | 20 | 0.0% | 0.00% | – | |
| CRNC | Sell | CERENCE INC | $111 | -94.9% | 39 | -71.9% | 0.00% | – |
| JAZZ | Exit | JAZZ PHARMACEUTICALS PLC | $0 | – | -1 | -100.0% | 0.00% | – |
| CNDT | CONDUENT INC | $66 | -2.9% | 20 | 0.0% | 0.00% | – | |
| MAT | MATTEL INC | $1,578 | -17.9% | 97 | 0.0% | 0.00% | – | |
| CANOPY GROWTH CORP | $162 | -25.0% | 25 | 0.0% | 0.00% | – | ||
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -75 | -100.0% | -0.00% | – |
| GVI | Exit | ISHARES TRintrm gov cr etf | $0 | – | -70 | -100.0% | -0.00% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -73 | -100.0% | -0.00% | – |
| PB | Exit | PROSPERITY BANCSHARES INC | $0 | – | -75 | -100.0% | -0.00% | – |
| HE | Exit | HAWAIIAN ELEC INDUSTRIES | $0 | – | -305 | -100.0% | -0.00% | – |
| CNXC | Exit | CONCENTRIX CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -62 | -100.0% | -0.00% | – |
| URA | Exit | GLOBAL X FDSglobal x uranium | $0 | – | -200 | -100.0% | -0.00% | – |
| BDJ | Exit | BLACKROCK ENHANCED EQUITY DI | $0 | – | -1,000 | -100.0% | -0.00% | – |
| ET | Exit | ENERGY TRANSFER L P | $0 | – | -384 | -100.0% | -0.00% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -268 | -100.0% | -0.00% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -100 | -100.0% | -0.00% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -56 | -100.0% | -0.00% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -40 | -100.0% | -0.00% | – |
| HRL | Exit | HORMEL FOODS CORP | $0 | – | -400 | -100.0% | -0.00% | – |
| SWAV | Exit | SHOCKWAVE MED INC | $0 | – | -46 | -100.0% | -0.00% | – |
| SSNC | Exit | SS&C TECHNOLOGIES HLDGS INC | $0 | – | -191 | -100.0% | -0.00% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -165 | -100.0% | -0.00% | – |
| BJ | Exit | BJS WHSL CLUB HLDGS INC | $0 | – | -168 | -100.0% | -0.00% | – |
| FDLO | Exit | FIDELITY COVINGTON TRUSTlow volity etf | $0 | – | -231 | -100.0% | -0.00% | – |
| MITK | Exit | MITEK SYS INC | $0 | – | -1,000 | -100.0% | -0.00% | – |
| SPGP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $0 | – | -132 | -100.0% | -0.00% | – |
| SON | Exit | SONOCO PRODS CO | $0 | – | -225 | -100.0% | -0.00% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -100 | -100.0% | -0.00% | – |
| LKQ | Exit | LKQ CORP | $0 | – | -228 | -100.0% | -0.00% | – |
| VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -331 | -100.0% | -0.00% | – |
| HUBB | Exit | HUBBELL INC | $0 | – | -56 | -100.0% | -0.00% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -1,338 | -100.0% | -0.01% | – |
| MPB | Exit | MID PENN BANCORP INC | $0 | – | -3,894 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 19 | Q2 2024 | 38.0% |
| ISHARES TR | 19 | Q2 2024 | 16.4% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 13.3% |
| ISHARES TR | 19 | Q2 2024 | 12.8% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 5.7% |
| ISHARES TR | 19 | Q2 2024 | 22.4% |
| MICROSOFT CORP | 19 | Q2 2024 | 2.2% |
| BERKSHIRE HATHAWAY INC DEL | 19 | Q2 2024 | 2.2% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 4.4% |
| VANGUARD STAR FDS | 19 | Q2 2024 | 2.2% |
View Center for Financial Planning, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-16 |
| N-PX | 2024-08-16 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-14 |
View Center for Financial Planning, Inc.'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.