$204 Million is the total value of RMR Wealth Builders's 530 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 184.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Sell | ISHARES TRrus 1000 grw etf | $21,157,000 | -55.6% | 87,739 | -60.0% | 10.39% | -15.9% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $12,425,000 | -57.0% | 90,874 | -62.8% | 6.10% | -18.6% |
| EFA | Sell | ISHARES TRmsci eafe etf | $9,579,000 | -61.3% | 131,291 | -66.2% | 4.71% | -26.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $9,297,000 | -52.2% | 40,453 | -61.4% | 4.57% | -9.5% |
| AMZN | Sell | AMAZON COM INC | $8,432,000 | -22.6% | 2,589 | -25.2% | 4.14% | +46.4% |
| MSFT | Sell | MICROSOFT CORP | $8,324,000 | -37.5% | 37,423 | -40.9% | 4.09% | +18.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $7,949,000 | -47.7% | 40,546 | -60.0% | 3.90% | -1.0% |
| SHV | Sell | ISHARES TRshort treas bd | $5,270,000 | -60.4% | 47,681 | -60.3% | 2.59% | -25.1% |
| AAPL | Sell | APPLE INC | $4,048,000 | -70.8% | 30,510 | -74.5% | 1.99% | -44.7% |
| AVGO | Sell | BROADCOM INC | $3,225,000 | +11.7% | 7,365 | -7.1% | 1.58% | +111.2% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,576,000 | -45.3% | 8,209 | -51.6% | 1.26% | +3.3% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,556,000 | -16.5% | 20,116 | -36.8% | 1.26% | +58.0% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $2,388,000 | -8.0% | 27,650 | -7.8% | 1.17% | +74.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $2,327,000 | -63.9% | 19,692 | -64.0% | 1.14% | -31.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $2,187,000 | +1.9% | 41,737 | -10.0% | 1.07% | +92.8% |
| HD | Sell | HOME DEPOT INC | $2,163,000 | -26.1% | 8,144 | -22.7% | 1.06% | +39.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,030,000 | -65.3% | 5,429 | -68.9% | 1.00% | -34.4% |
| IEI | ISHARES TR3 7 yr treas bd | $1,995,000 | -0.4% | 15,000 | 0.0% | 0.98% | +88.5% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,924,000 | -51.5% | 32,747 | -50.9% | 0.94% | -8.3% |
| FB | Sell | FACEBOOK INCcl a | $1,764,000 | -32.2% | 6,457 | -35.0% | 0.87% | +28.4% |
| HUM | Sell | HUMANA INC | $1,720,000 | -3.8% | 4,192 | -3.0% | 0.84% | +82.1% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,693,000 | -21.8% | 5,537 | -29.1% | 0.83% | +48.0% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,657,000 | -55.6% | 3,947 | -64.1% | 0.81% | -15.9% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,586,000 | -27.5% | 13,981 | -32.6% | 0.78% | +37.1% |
| ASML | Sell | ASML HOLDING N V | $1,564,000 | +26.2% | 3,206 | -4.5% | 0.77% | +138.5% |
| CNOB | Sell | CONNECTONE BANCORP INC | $1,558,000 | +38.6% | 78,750 | -1.4% | 0.76% | +162.0% |
| INTC | Sell | INTEL CORP | $1,551,000 | -18.8% | 31,129 | -15.6% | 0.76% | +53.6% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,542,000 | +7.3% | 30,364 | +7.3% | 0.76% | +102.9% |
| CME | CME GROUP INC | $1,441,000 | +8.8% | 7,916 | 0.0% | 0.71% | +105.8% | |
| V | Sell | VISA INC | $1,422,000 | -46.1% | 6,501 | -50.8% | 0.70% | +2.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,384,000 | -4.7% | 790 | -20.1% | 0.68% | +80.4% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $1,330,000 | +5.1% | 11,371 | +3.1% | 0.65% | +98.5% |
| BA | Sell | BOEING CO | $1,320,000 | +10.5% | 6,166 | -14.7% | 0.65% | +109.0% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $1,310,000 | -1.2% | 1,601 | -14.3% | 0.64% | +87.2% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $1,236,000 | +28.1% | 8,292 | -5.6% | 0.61% | +141.8% |
| KO | Sell | COCA COLA CO | $1,198,000 | -1.1% | 21,851 | -10.9% | 0.59% | +87.6% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,181,000 | -28.8% | 3,309 | -32.5% | 0.58% | +34.9% |
| BLK | Sell | BLACKROCK INC | $1,149,000 | +27.8% | 1,593 | -0.2% | 0.56% | +142.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,111,000 | -58.2% | 22,169 | -64.0% | 0.55% | -21.0% |
| ZTS | Sell | ZOETIS INCcl a | $1,006,000 | -11.8% | 6,081 | -11.9% | 0.49% | +66.9% |
| CRM | Sell | SALESFORCE COM INC | $938,000 | -33.3% | 4,214 | -24.7% | 0.46% | +26.3% |
| TXN | Buy | TEXAS INSTRS INC | $916,000 | +30.9% | 5,583 | +13.9% | 0.45% | +147.3% |
| UNP | Sell | UNION PAC CORP | $900,000 | -6.8% | 4,323 | -11.9% | 0.44% | +76.1% |
| HON | Sell | HONEYWELL INTL INC | $897,000 | +22.5% | 4,219 | -5.2% | 0.44% | +132.1% |
| PYPL | Sell | PAYPAL HLDGS INC | $889,000 | -63.4% | 3,794 | -69.2% | 0.44% | -30.6% |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $870,000 | -72.3% | 14,853 | -72.4% | 0.43% | -47.5% |
| CSGP | Sell | COSTAR GROUP INC | $865,000 | +7.2% | 936 | -1.6% | 0.42% | +102.4% |
| MELI | Sell | MERCADOLIBRE INC | $856,000 | +44.4% | 511 | -6.8% | 0.42% | +172.7% |
| CSX | Sell | CSX CORP | $823,000 | +8.9% | 9,070 | -6.8% | 0.40% | +106.1% |
| CI | Sell | CIGNA CORP NEW | $818,000 | +16.4% | 3,928 | -5.3% | 0.40% | +119.7% |
| CB | Sell | CHUBB LIMITED | $759,000 | +23.0% | 4,933 | -7.2% | 0.37% | +133.1% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $750,000 | +11.4% | 541 | 0.0% | 0.37% | +110.3% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $741,000 | +13.0% | 6,799 | -16.0% | 0.36% | +114.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $741,000 | -26.6% | 1,966 | -30.8% | 0.36% | +38.9% |
| NVDA | Sell | NVIDIA CORPORATION | $731,000 | -72.2% | 1,400 | -71.2% | 0.36% | -47.4% |
| DIS | Sell | DISNEY WALT CO | $707,000 | -57.2% | 3,901 | -70.7% | 0.35% | -19.1% |
| SQ | Sell | SQUARE INCcl a | $698,000 | +27.8% | 3,209 | -4.5% | 0.34% | +141.5% |
| XOM | Sell | EXXON MOBIL CORP | $697,000 | -64.8% | 16,916 | -70.6% | 0.34% | -33.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $692,000 | -32.4% | 395 | -43.4% | 0.34% | +27.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $686,000 | -9.5% | 2,957 | -17.0% | 0.34% | +71.1% |
| MUB | Sell | ISHARES TRnational mun etf | $656,000 | -58.4% | 5,599 | -58.8% | 0.32% | -21.3% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $655,000 | +9.2% | 7,176 | -4.5% | 0.32% | +106.4% |
| LULU | Sell | LULULEMON ATHLETICA INC | $653,000 | +5.5% | 1,877 | -0.1% | 0.32% | +99.4% |
| COF | Sell | CAPITAL ONE FINL CORP | $643,000 | +32.3% | 6,507 | -3.8% | 0.32% | +150.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $625,000 | -63.0% | 3,973 | -65.0% | 0.31% | -30.1% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $610,000 | +11.1% | 5,287 | -3.7% | 0.30% | +109.8% |
| NOW | SERVICENOW INC | $602,000 | +13.6% | 1,093 | 0.0% | 0.30% | +114.5% | |
| SCHW | Buy | SCHWAB CHARLES CORP | $576,000 | +66.0% | 10,862 | +13.5% | 0.28% | +214.4% |
| NFLX | Sell | NETFLIX INC | $565,000 | -42.3% | 1,045 | -46.6% | 0.28% | +9.4% |
| BX | Sell | BLACKSTONE GROUP INC | $546,000 | -16.4% | 8,421 | -32.7% | 0.27% | +57.6% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $540,000 | -16.3% | 2,406 | -9.9% | 0.26% | +58.7% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $532,000 | +25.2% | 18,034 | +2.2% | 0.26% | +137.3% |
| ABT | Sell | ABBOTT LABS | $484,000 | -45.1% | 4,421 | -45.4% | 0.24% | +3.9% |
| DXCM | DEXCOM INC | $481,000 | -10.3% | 1,300 | 0.0% | 0.24% | +69.8% | |
| MPWR | MONOLITHIC PWR SYS INC | $475,000 | +30.9% | 1,297 | 0.0% | 0.23% | +147.9% | |
| EA | ELECTRONIC ARTS INC | $473,000 | +10.0% | 3,297 | 0.0% | 0.23% | +107.1% | |
| SHW | Sell | SHERWIN WILLIAMS CO | $462,000 | +5.5% | 628 | -0.2% | 0.23% | +99.1% |
| TSCO | TRACTOR SUPPLY CO | $459,000 | -1.9% | 3,268 | 0.0% | 0.22% | +86.0% | |
| MKTX | MARKETAXESS HLDGS INC | $457,000 | +18.4% | 801 | 0.0% | 0.22% | +124.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $452,000 | +34.5% | 3,273 | 0.0% | 0.22% | +155.2% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $450,000 | +11.1% | 2,383 | 0.0% | 0.22% | +110.5% | |
| CVX | Sell | CHEVRON CORP NEW | $447,000 | -23.6% | 5,291 | -34.8% | 0.22% | +44.7% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $437,000 | +1.2% | 9,389 | -11.3% | 0.22% | +92.0% |
| TIP | Sell | ISHARES TRtips bd etf | $435,000 | -28.6% | 3,406 | -29.3% | 0.21% | +35.4% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $419,000 | -55.9% | 5,055 | -55.8% | 0.21% | -16.6% |
| MCD | Sell | MCDONALDS CORP | $417,000 | -50.5% | 1,944 | -49.3% | 0.20% | -6.4% |
| T | Sell | AT&T INC | $405,000 | -81.8% | 14,074 | -81.9% | 0.20% | -65.5% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $398,000 | -68.2% | 795 | -68.8% | 0.20% | -39.7% |
| CGNX | Sell | COGNEX CORP | $398,000 | +23.2% | 4,957 | -0.0% | 0.20% | +133.3% |
| INTU | Sell | INTUIT | $391,000 | -37.4% | 1,030 | -46.2% | 0.19% | +18.5% |
| IWR | Sell | ISHARES TRrus mid cap etf | $389,000 | -65.2% | 5,678 | -70.8% | 0.19% | -34.1% |
| BSX | BOSTON SCIENTIFIC CORP | $364,000 | -5.9% | 10,121 | 0.0% | 0.18% | +79.0% | |
| LOW | Sell | LOWES COS INC | $363,000 | -56.4% | 2,261 | -55.0% | 0.18% | -17.6% |
| TSLA | Sell | TESLA INC | $359,000 | -60.6% | 509 | -76.0% | 0.18% | -25.7% |
| DOW | Sell | DOW INC | $353,000 | +3.8% | 6,369 | -11.8% | 0.17% | +96.6% |
| PM | Sell | PHILIP MORRIS INTL INC | $353,000 | -9.0% | 4,268 | -17.4% | 0.17% | +71.3% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $348,000 | -45.6% | 1 | -50.0% | 0.17% | +3.0% |
| PFF | Sell | ISHARES TRpfd and incm sec | $345,000 | -66.5% | 8,948 | -68.3% | 0.17% | -36.7% |
| CSCO | Sell | CISCO SYS INC | $338,000 | -35.1% | 7,542 | -43.0% | 0.17% | +23.0% |
| FAST | Sell | FASTENAL CO | $337,000 | -19.8% | 6,908 | -25.8% | 0.17% | +52.3% |
| ACN | ACCENTURE PLC IRELAND | $331,000 | +15.3% | 1,268 | 0.0% | 0.16% | +117.3% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $330,000 | -39.8% | 1,418 | -23.9% | 0.16% | +14.1% |
| GWRE | GUIDEWIRE SOFTWARE INC | $327,000 | +23.4% | 2,537 | 0.0% | 0.16% | +133.3% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $325,000 | -52.5% | 3,827 | -55.8% | 0.16% | -10.1% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $322,000 | -33.6% | 4,387 | -38.4% | 0.16% | +25.4% |
| BAC | Sell | BK OF AMERICA CORP | $317,000 | -24.9% | 10,459 | -40.2% | 0.16% | +41.8% |
| NEE | Buy | NEXTERA ENERGY INC | $309,000 | -72.1% | 4,002 | +0.3% | 0.15% | -47.0% |
| PXD | PIONEER NAT RES CO | $299,000 | +32.9% | 2,621 | 0.0% | 0.15% | +153.4% | |
| DOCU | Sell | DOCUSIGN INC | $298,000 | -46.8% | 1,342 | -48.4% | 0.15% | +0.7% |
| MXIM | MAXIM INTEGRATED PRODS INC | $296,000 | +31.0% | 3,340 | 0.0% | 0.14% | +145.8% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $293,000 | +7.3% | 3,200 | -4.0% | 0.14% | +102.8% |
| TRU | TRANSUNION | $292,000 | +17.7% | 2,947 | 0.0% | 0.14% | +123.4% | |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $289,000 | -52.0% | 2,089 | -53.3% | 0.14% | -9.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $285,000 | -58.2% | 4,598 | -59.3% | 0.14% | -20.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $282,000 | -67.5% | 2,027 | -67.5% | 0.14% | -38.2% |
| TWLO | Sell | TWILIO INCcl a | $278,000 | +26.9% | 820 | -7.3% | 0.14% | +140.4% |
| FRC | FIRST REP BK SAN FRANCISCO C | $272,000 | +34.7% | 1,853 | 0.0% | 0.13% | +157.7% | |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $272,000 | +5.4% | 411 | -0.7% | 0.13% | +100.0% |
| TREX | TREX CO INC | $270,000 | +16.9% | 3,226 | 0.0% | 0.13% | +121.7% | |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $266,000 | – | 2,016 | +100.0% | 0.13% | – |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $266,000 | -44.0% | 4,548 | -45.0% | 0.13% | +6.5% |
| ORLY | OREILLY AUTOMOTIVE INC | $266,000 | -1.8% | 588 | 0.0% | 0.13% | +87.1% | |
| APD | Sell | AIR PRODS & CHEMS INC | $265,000 | -12.3% | 970 | -4.2% | 0.13% | +66.7% |
| MO | Sell | ALTRIA GROUP INC | $265,000 | -53.0% | 6,471 | -55.7% | 0.13% | -11.0% |
| RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $261,000 | +26.1% | 7,768 | -9.0% | 0.13% | +137.0% |
| ABMD | Sell | ABIOMED INC | $260,000 | -14.5% | 803 | -26.7% | 0.13% | +62.0% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $258,000 | -92.1% | 4,425 | -92.5% | 0.13% | -85.0% |
| TYL | TYLER TECHNOLOGIES INC | $259,000 | +25.1% | 594 | 0.0% | 0.13% | +135.2% | |
| MRK | Sell | MERCK & CO. INC | $254,000 | -89.0% | 3,104 | -88.8% | 0.12% | -79.1% |
| IEX | IDEX CORP | $253,000 | +9.5% | 1,268 | 0.0% | 0.12% | +106.7% | |
| AXP | Sell | AMERICAN EXPRESS CO | $250,000 | -37.5% | 2,070 | -48.2% | 0.12% | +18.3% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $251,000 | -24.6% | 2,113 | -33.7% | 0.12% | +43.0% |
| CAT | Sell | CATERPILLAR INC | $246,000 | +9.8% | 1,349 | -10.4% | 0.12% | +108.6% |
| PFE | Sell | PFIZER INC | $243,000 | -66.9% | 6,615 | -67.0% | 0.12% | -37.7% |
| PANW | New | PALO ALTO NETWORKS INC | $242,000 | – | 680 | +100.0% | 0.12% | – |
| NKE | Sell | NIKE INCcl b | $241,000 | -5.5% | 1,701 | -16.2% | 0.12% | +78.8% |
| WMT | Sell | WALMART INC | $238,000 | -29.8% | 1,652 | -31.7% | 0.12% | +33.0% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $239,000 | -36.4% | 4,250 | -39.4% | 0.12% | +19.4% |
| BDX | Sell | BECTON DICKINSON & CO | $239,000 | -34.2% | 956 | -38.7% | 0.12% | +24.5% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $237,000 | +3.0% | 1,677 | +7.5% | 0.12% | +93.3% |
| ULTA | New | ULTA BEAUTY INC | $232,000 | – | 807 | +100.0% | 0.11% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $229,000 | – | 1,914 | +100.0% | 0.11% | – |
| PEP | Sell | PEPSICO INC | $224,000 | -52.1% | 1,510 | -55.3% | 0.11% | -9.1% |
| SGEN | New | SEAGEN INC | $222,000 | – | 1,266 | +100.0% | 0.11% | – |
| SBUX | Sell | STARBUCKS CORP | $217,000 | -19.6% | 2,032 | -35.4% | 0.11% | +52.9% |
| TER | New | TERADYNE INC | $213,000 | – | 1,773 | +100.0% | 0.10% | – |
| LH | Sell | LABORATORY CORP AMER HLDGS | $213,000 | +2.9% | 1,048 | -4.6% | 0.10% | +94.4% |
| SLB | New | SCHLUMBERGER LTD | $210,000 | – | 9,600 | +100.0% | 0.10% | – |
| NXJ | Sell | NUVEEN NEW JERSEY QULT MUN F | $200,000 | -84.8% | 13,913 | -85.7% | 0.10% | -71.3% |
| UL | New | UNILEVER PLCspon adr new | $199,000 | – | 3,293 | +100.0% | 0.10% | – |
| NIO | New | NIO INCspon ads | $198,000 | – | 4,064 | +100.0% | 0.10% | – |
| C | Sell | CITIGROUP INC | $197,000 | -15.5% | 3,199 | -40.7% | 0.10% | +61.7% |
| STM | New | STMICROELECTRONICS N Vny registry | $195,000 | – | 5,255 | +100.0% | 0.10% | – |
| RPM | New | RPM INTL INC | $192,000 | – | 2,111 | +100.0% | 0.09% | – |
| SMG | New | SCOTTS MIRACLE GRO COcl a | $190,000 | – | 956 | +100.0% | 0.09% | – |
| ADI | New | ANALOG DEVICES INC | $188,000 | – | 1,270 | +100.0% | 0.09% | – |
| SIVB | New | SVB FINANCIAL GROUP | $186,000 | – | 480 | +100.0% | 0.09% | – |
| VMC | New | VULCAN MATLS CO | $184,000 | – | 1,240 | +100.0% | 0.09% | – |
| MS | New | MORGAN STANLEY | $181,000 | – | 2,646 | +100.0% | 0.09% | – |
| PDI | New | PIMCO DYNAMIC INCOME FD | $182,000 | – | 6,878 | +100.0% | 0.09% | – |
| MIDD | New | MIDDLEBY CORP | $182,000 | – | 1,409 | +100.0% | 0.09% | – |
| DD | New | DUPONT DE NEMOURS INC | $179,000 | – | 2,519 | +100.0% | 0.09% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $175,000 | – | 2,130 | +100.0% | 0.09% | – |
| LIN | New | LINDE PLC | $174,000 | – | 662 | +100.0% | 0.08% | – |
| AXTA | New | AXALTA COATING SYS LTD | $171,000 | – | 5,990 | +100.0% | 0.08% | – |
| IJR | Sell | ISHARES TRcore s&p scp etf | $168,000 | -68.5% | 1,823 | -76.0% | 0.08% | -40.3% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $166,000 | -69.7% | 1,054 | -68.6% | 0.08% | -42.3% |
| AOS | New | SMITH A O CORP | $167,000 | – | 3,042 | +100.0% | 0.08% | – |
| ANET | New | ARISTA NETWORKS INC | $165,000 | – | 567 | +100.0% | 0.08% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $165,000 | – | 968 | +100.0% | 0.08% | – |
| CL | New | COLGATE PALMOLIVE CO | $165,000 | – | 1,927 | +100.0% | 0.08% | – |
| MDT | Sell | MEDTRONIC PLC | $153,000 | -35.4% | 1,302 | -42.8% | 0.08% | +21.0% |
| AVLR | New | AVALARA INC | $153,000 | – | 929 | +100.0% | 0.08% | – |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $152,000 | -70.1% | 1,205 | -71.1% | 0.08% | -43.2% |
| BWA | New | BORGWARNER INC | $153,000 | – | 3,972 | +100.0% | 0.08% | – |
| SONY | New | SONY CORPsponsored adr | $148,000 | – | 1,460 | +100.0% | 0.07% | – |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $148,000 | -35.7% | 1,735 | -51.3% | 0.07% | +21.7% |
| TT | New | TRANE TECHNOLOGIES PLC | $148,000 | – | 1,020 | +100.0% | 0.07% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $147,000 | – | 391 | +100.0% | 0.07% | – |
| BAB | New | INVESCO EXCH TRADED FD TR IItaxable mun bd | $144,000 | – | 4,307 | +100.0% | 0.07% | – |
| UBER | New | UBER TECHNOLOGIES INC | $144,000 | – | 2,818 | +100.0% | 0.07% | – |
| ABBV | Sell | ABBVIE INC | $140,000 | -85.3% | 1,306 | -88.0% | 0.07% | -72.1% |
| ANTM | New | ANTHEM INC | $137,000 | – | 428 | +100.0% | 0.07% | – |
| CONE | New | CYRUSONE INC | $131,000 | – | 1,786 | +100.0% | 0.06% | – |
| CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $130,000 | -36.3% | 1,571 | -47.0% | 0.06% | +20.8% |
| WEC | New | WEC ENERGY GROUP INC | $128,000 | – | 1,395 | +100.0% | 0.06% | – |
| KKR | New | KKR & CO INC | $128,000 | – | 3,157 | +100.0% | 0.06% | – |
| NSC | Sell | NORFOLK SOUTHN CORP | $126,000 | -38.2% | 529 | -44.6% | 0.06% | +17.0% |
| LOGI | New | LOGITECH INTL S A | $126,000 | – | 1,295 | +100.0% | 0.06% | – |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $120,000 | – | 1,101 | +100.0% | 0.06% | – |
| IR | New | INGERSOLL RAND INC | $120,000 | – | 2,639 | +100.0% | 0.06% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $119,000 | – | 560 | +100.0% | 0.06% | – |
| PLD | New | PROLOGIS INC. | $118,000 | – | 1,182 | +100.0% | 0.06% | – |
| IT | New | GARTNER INC | $116,000 | – | 726 | +100.0% | 0.06% | – |
| WYNN | New | WYNN RESORTS LTD | $116,000 | – | 1,032 | +100.0% | 0.06% | – |
| JNK | Sell | SPDR SER TRbloomberg brclys | $115,000 | -58.6% | 1,058 | -60.3% | 0.06% | -22.2% |
| DG | New | DOLLAR GEN CORP NEW | $112,000 | – | 533 | +100.0% | 0.06% | – |
| DLTR | New | DOLLAR TREE INC | $107,000 | – | 993 | +100.0% | 0.05% | – |
| OLED | Sell | UNIVERSAL DISPLAY CORP | $104,000 | -76.8% | 454 | -81.7% | 0.05% | -56.4% |
| New | PROSPECT CAP CORPnote 6.375% 3/0 | $103,000 | – | 100,000 | +100.0% | 0.05% | – | |
| PSA | New | PUBLIC STORAGE | $103,000 | – | 448 | +100.0% | 0.05% | – |
| WAB | New | WABTEC | $101,000 | – | 1,375 | +100.0% | 0.05% | – |
| SAP | New | SAP SEspon adr | $102,000 | – | 785 | +100.0% | 0.05% | – |
| MAIN | Sell | MAIN STR CAP CORP | $98,000 | -87.6% | 3,029 | -88.6% | 0.05% | -76.6% |
| PSX | New | PHILLIPS 66 | $97,000 | – | 1,390 | +100.0% | 0.05% | – |
| IBN | New | ICICI BANK LIMITEDadr | $96,000 | – | 6,437 | +100.0% | 0.05% | – |
| CERN | New | CERNER CORP | $96,000 | – | 1,226 | +100.0% | 0.05% | – |
| PKG | New | PACKAGING CORP AMER | $96,000 | – | 696 | +100.0% | 0.05% | – |
| DKNG | New | DRAFTKINGS INC | $95,000 | – | 2,050 | +100.0% | 0.05% | – |
| DRE | New | DUKE REALTY CORP | $93,000 | – | 2,324 | +100.0% | 0.05% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $91,000 | – | 983 | +100.0% | 0.04% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $91,000 | – | 300 | +100.0% | 0.04% | – |
| BBP | New | ETFIS SER TR Ivirtus lifesc bt | $89,000 | – | 1,669 | +100.0% | 0.04% | – |
| HSY | New | HERSHEY CO | $87,000 | – | 572 | +100.0% | 0.04% | – |
| WLTW | New | WILLIS TOWERS WATSON PLC LTD | $85,000 | – | 404 | +100.0% | 0.04% | – |
| DVY | Sell | ISHARES TRselect divid etf | $84,000 | -67.1% | 871 | -72.2% | 0.04% | -37.9% |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $84,000 | – | 74 | +100.0% | 0.04% | – |
| XEL | New | XCEL ENERGY INC | $83,000 | – | 1,240 | +100.0% | 0.04% | – |
| APH | New | AMPHENOL CORP NEWcl a | $82,000 | – | 626 | +100.0% | 0.04% | – |
| WM | New | WASTE MGMT INC DEL | $78,000 | – | 660 | +100.0% | 0.04% | – |
| O | Sell | REALTY INCOME CORP | $77,000 | -74.0% | 1,236 | -74.6% | 0.04% | -50.6% |
| UCTT | New | ULTRA CLEAN HLDGS INC | $75,000 | – | 2,400 | +100.0% | 0.04% | – |
| BYND | New | BEYOND MEAT INC | $75,000 | – | 600 | +100.0% | 0.04% | – |
| COP | New | CONOCOPHILLIPS | $76,000 | – | 1,896 | +100.0% | 0.04% | – |
| LDUR | New | PIMCO ETF TRenhncd lw dur ac | $76,000 | – | 744 | +100.0% | 0.04% | – |
| PTON | New | PELOTON INTERACTIVE INC | $76,000 | – | 500 | +100.0% | 0.04% | – |
| ICLR | New | ICON PLC | $73,000 | – | 372 | +100.0% | 0.04% | – |
| TMUS | New | T-MOBILE US INC | $72,000 | – | 534 | +100.0% | 0.04% | – |
| EQIX | New | EQUINIX INC | $71,000 | – | 99 | +100.0% | 0.04% | – |
| CLX | New | CLOROX CO DEL | $72,000 | – | 355 | +100.0% | 0.04% | – |
| ROST | New | ROSS STORES INC | $69,000 | – | 561 | +100.0% | 0.03% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $69,000 | – | 198 | +100.0% | 0.03% | – |
| AVY | New | AVERY DENNISON CORP | $69,000 | – | 445 | +100.0% | 0.03% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $68,000 | – | 948 | +100.0% | 0.03% | – |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $68,000 | -66.2% | 268 | -69.7% | 0.03% | -36.5% |
| SRE | Sell | SEMPRA ENERGY | $65,000 | -67.7% | 509 | -70.0% | 0.03% | -38.5% |
| IVW | New | ISHARES TRs&p 500 grwt etf | $64,000 | – | 997 | +100.0% | 0.03% | – |
| KWEB | New | KRANESHARES TRcsi chi internet | $62,000 | – | 803 | +100.0% | 0.03% | – |
| INFY | New | INFOSYS LTDsponsored adr | $59,000 | – | 3,470 | +100.0% | 0.03% | – |
| APTV | New | APTIV PLC | $60,000 | – | 464 | +100.0% | 0.03% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $60,000 | – | 652 | +100.0% | 0.03% | – |
| SPSB | New | SPDR SER TRportfolio short | $56,000 | – | 1,790 | +100.0% | 0.03% | – |
| DOX | New | AMDOCS LTD | $57,000 | – | 801 | +100.0% | 0.03% | – |
| JMIA | New | JUMIA TECHNOLOGIES AGsponsored ads | $56,000 | – | 1,400 | +100.0% | 0.03% | – |
| BIO | New | BIO RAD LABS INCcl a | $58,000 | – | 100 | +100.0% | 0.03% | – |
| BKR | New | BAKER HUGHES COMPANYcl a | $56,000 | – | 2,703 | +100.0% | 0.03% | – |
| VLO | New | VALERO ENERGY CORP | $57,000 | – | 1,000 | +100.0% | 0.03% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $56,000 | – | 317 | +100.0% | 0.03% | – |
| TGT | New | TARGET CORP | $58,000 | – | 328 | +100.0% | 0.03% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $54,000 | – | 309 | +100.0% | 0.03% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $55,000 | – | 1,270 | +100.0% | 0.03% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $54,000 | – | 406 | +100.0% | 0.03% | – |
| IQV | New | IQVIA HLDGS INC | $55,000 | – | 309 | +100.0% | 0.03% | – |
| CLLS | New | CELLECTIS S Aspon ads | $55,000 | – | 2,035 | +100.0% | 0.03% | – |
| TJX | New | TJX COS INC NEW | $53,000 | – | 772 | +100.0% | 0.03% | – |
| GILD | New | GILEAD SCIENCES INC | $52,000 | – | 897 | +100.0% | 0.03% | – |
| IHG | New | INTERCONTINENTAL HOTELS GROUsponsored ads | $52,000 | – | 803 | +100.0% | 0.03% | – |
| RELX | New | RELX PLCsponsored adr | $52,000 | – | 2,090 | +100.0% | 0.03% | – |
| CBSH | New | COMMERCE BANCSHARES INC | $53,000 | – | 811 | +100.0% | 0.03% | – |
| New | UBS AG LONDON BRANCHen lg cp grwth | $52,000 | – | 94 | +100.0% | 0.03% | – | |
| IVE | New | ISHARES TRs&p 500 val etf | $50,000 | – | 389 | +100.0% | 0.02% | – |
| PGF | New | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $50,000 | – | 2,600 | +100.0% | 0.02% | – |
| QURE | New | UNIQURE NV | $50,000 | – | 1,377 | +100.0% | 0.02% | – |
| AMAT | New | APPLIED MATLS INC | $49,000 | – | 564 | +100.0% | 0.02% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $48,000 | – | 470 | +100.0% | 0.02% | – |
| MU | New | MICRON TECHNOLOGY INC | $46,000 | – | 609 | +100.0% | 0.02% | – |
| PAGS | New | PAGSEGURO DIGITAL LTD | $46,000 | – | 800 | +100.0% | 0.02% | – |
| EAR | New | EARGO INC | $45,000 | – | 1,006 | +100.0% | 0.02% | – |
| GIS | New | GENERAL MLS INC | $44,000 | – | 740 | +100.0% | 0.02% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $43,000 | – | 656 | +100.0% | 0.02% | – |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $43,000 | – | 1,284 | +100.0% | 0.02% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sr | $42,000 | – | 852 | +100.0% | 0.02% | – |
| GLPG | New | GALAPAGOS NVspon adr | $43,000 | – | 434 | +100.0% | 0.02% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $43,000 | – | 170 | +100.0% | 0.02% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $43,000 | – | 1,232 | +100.0% | 0.02% | – |
| GRFS | New | GRIFOLS S Asp adr rep b nvt | $40,000 | – | 2,178 | +100.0% | 0.02% | – |
| AER | New | AERCAP HOLDINGS NV | $40,000 | – | 871 | +100.0% | 0.02% | – |
| DHI | New | D R HORTON INC | $41,000 | – | 600 | +100.0% | 0.02% | – |
| MPC | New | MARATHON PETE CORP | $41,000 | – | 1,000 | +100.0% | 0.02% | – |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $39,000 | – | 800 | +100.0% | 0.02% | – |
| PSK | New | SPDR SER TRwells fg pfd etf | $38,000 | – | 858 | +100.0% | 0.02% | – |
| ITA | New | ISHARES TRus aer def etf | $38,000 | – | 400 | +100.0% | 0.02% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $37,000 | – | 533 | +100.0% | 0.02% | – |
| CVS | New | CVS HEALTH CORP | $36,000 | – | 533 | +100.0% | 0.02% | – |
| LJPC | Sell | LA JOLLA PHARMACEUTICAL CO | $36,000 | -58.1% | 9,400 | -56.1% | 0.02% | -18.2% |
| LVS | New | LAS VEGAS SANDS CORP | $36,000 | – | 598 | +100.0% | 0.02% | – |
| NOK | New | NOKIA CORPsponsored adr | $36,000 | – | 9,252 | +100.0% | 0.02% | – |
| ABB | New | ABB LTDsponsored adr | $37,000 | – | 1,316 | +100.0% | 0.02% | – |
| SDY | Sell | SPDR SER TRs&p divid etf | $37,000 | -95.3% | 350 | -95.9% | 0.02% | -91.2% |
| BIDU | New | BAIDU INCspon adr rep a | $36,000 | – | 168 | +100.0% | 0.02% | – |
| NLY | Sell | ANNALY CAPITAL MANAGEMENT IN | $37,000 | -54.3% | 4,360 | -61.5% | 0.02% | -14.3% |
| RIO | New | RIO TINTO PLCsponsored adr | $36,000 | – | 473 | +100.0% | 0.02% | – |
| VTRS | New | VIATRIS INC | $37,000 | – | 1,972 | +100.0% | 0.02% | – |
| PHK | New | PIMCO HIGH INCOME FD | $37,000 | – | 6,110 | +100.0% | 0.02% | – |
| PLUG | New | PLUG POWER INC | $34,000 | – | 1,000 | +100.0% | 0.02% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $34,000 | – | 70 | +100.0% | 0.02% | – |
| SYY | New | SYSCO CORP | $34,000 | – | 453 | +100.0% | 0.02% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $34,000 | – | 430 | +100.0% | 0.02% | – |
| VEEV | New | VEEVA SYS INC | $33,000 | – | 120 | +100.0% | 0.02% | – |
| CDW | New | CDW CORP | $32,000 | – | 241 | +100.0% | 0.02% | – |
| TTE | New | TOTAL SEsponsored ads | $32,000 | – | 763 | +100.0% | 0.02% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $33,000 | – | 100 | +100.0% | 0.02% | – |
| IYH | New | ISHARES TRus hlthcare etf | $32,000 | – | 128 | +100.0% | 0.02% | – |
| PPL | New | PPL CORP | $33,000 | – | 1,178 | +100.0% | 0.02% | – |
| RACE | New | FERRARI N V | $30,000 | – | 131 | +100.0% | 0.02% | – |
| ARES | New | ARES MANAGEMENT CORPORATION | $31,000 | – | 669 | +100.0% | 0.02% | – |
| TD | New | TORONTO DOMINION BK ONT | $30,000 | – | 525 | +100.0% | 0.02% | – |
| NICE | New | NICE LTDsponsored adr | $31,000 | – | 110 | +100.0% | 0.02% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $30,000 | – | 1,260 | +100.0% | 0.02% | – |
| QCOM | New | QUALCOMM INC | $30,000 | – | 200 | +100.0% | 0.02% | – |
| SQM | New | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $31,000 | – | 624 | +100.0% | 0.02% | – |
| WFC | New | WELLS FARGO CO NEW | $30,000 | – | 982 | +100.0% | 0.02% | – |
| GDS | New | GDS HLDGS LTDsponsored ads | $28,000 | – | 300 | +100.0% | 0.01% | – |
| DNP | New | DNP SELECT INCOME FD INC | $29,000 | – | 2,803 | +100.0% | 0.01% | – |
| APPS | New | DIGITAL TURBINE INC | $28,000 | – | 500 | +100.0% | 0.01% | – |
| ERIC | New | ERICSSONadr b sek 10 | $28,000 | – | 2,382 | +100.0% | 0.01% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $28,000 | – | 1,671 | +100.0% | 0.01% | – |
| GBT | New | GLOBAL BLOOD THERAPEUTICS IN | $28,000 | – | 650 | +100.0% | 0.01% | – |
| CLOU | New | GLOBAL X FDS | $28,000 | – | 1,002 | +100.0% | 0.01% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $29,000 | – | 200 | +100.0% | 0.01% | – |
| PRU | New | PRUDENTIAL FINL INC | $28,000 | – | 356 | +100.0% | 0.01% | – |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $28,000 | -90.9% | 177 | -91.5% | 0.01% | -82.5% |
| WTRG | New | ESSENTIAL UTILS INC | $26,000 | – | 550 | +100.0% | 0.01% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $26,000 | – | 97 | +100.0% | 0.01% | – |
| MVIS | New | MICROVISION INC DEL | $27,000 | – | 5,000 | +100.0% | 0.01% | – |
| FDX | New | FEDEX CORP | $27,000 | – | 103 | +100.0% | 0.01% | – |
| DHR | New | DANAHER CORPORATION | $26,000 | – | 116 | +100.0% | 0.01% | – |
| FISV | New | FISERV INC | $24,000 | – | 215 | +100.0% | 0.01% | – |
| ARKK | New | ARK ETF TRinnovation etf | $25,000 | – | 200 | +100.0% | 0.01% | – |
| TTD | New | THE TRADE DESK INC | $24,000 | – | 30 | +100.0% | 0.01% | – |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $24,000 | -93.5% | 200 | -93.4% | 0.01% | -87.5% |
| PSEC | New | PROSPECT CAP CORP | $25,000 | – | 4,702 | +100.0% | 0.01% | – |
| ILCG | New | ISHARES TRmrngstr lg-cp gr | $24,000 | – | 83 | +100.0% | 0.01% | – |
| TDOC | New | TELADOC HEALTH INC | $24,000 | – | 118 | +100.0% | 0.01% | – |
| SNOW | New | SNOWFLAKE INCcl a | $25,000 | – | 90 | +100.0% | 0.01% | – |
| GLW | New | CORNING INC | $24,000 | – | 666 | +100.0% | 0.01% | – |
| TLK | New | P T TELEKOMUNIKASI INDONESIAsponsored adr | $25,000 | – | 1,047 | +100.0% | 0.01% | – |
| TAL | New | TAL EDUCATION GROUPsponsored ads | $23,000 | – | 320 | +100.0% | 0.01% | – |
| HQH | New | TEKLA HEALTHCARE INVSsh ben int | $22,000 | – | 908 | +100.0% | 0.01% | – |
| LMT | New | LOCKHEED MARTIN CORP | $23,000 | – | 66 | +100.0% | 0.01% | – |
| MRVI | New | MARAVAI LIFESCIENCES HLDGS I | $22,000 | – | 787 | +100.0% | 0.01% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $22,000 | – | 158 | +100.0% | 0.01% | – |
| ROKU | New | ROKU INC | $23,000 | – | 70 | +100.0% | 0.01% | – |
| KMB | Sell | KIMBERLY-CLARK CORP | $23,000 | -93.3% | 169 | -92.7% | 0.01% | -87.6% |
| PAVE | New | GLOBAL X FDSus infr dev etf | $21,000 | – | 1,000 | +100.0% | 0.01% | – |
| SO | New | SOUTHERN CO | $20,000 | – | 333 | +100.0% | 0.01% | – |
| NYCB | New | NEW YORK CMNTY BANCORP INC | $21,000 | – | 1,970 | +100.0% | 0.01% | – |
| EFG | New | ISHARES TReafe grwth etf | $21,000 | – | 204 | +100.0% | 0.01% | – |
| MRNA | New | MODERNA INC | $21,000 | – | 200 | +100.0% | 0.01% | – |
| PSO | New | PEARSON PLCsponsored adr | $21,000 | – | 2,253 | +100.0% | 0.01% | – |
| ILMN | New | ILLUMINA INC | $20,000 | – | 55 | +100.0% | 0.01% | – |
| AFIN | New | AMERICAN FIN TR INC | $21,000 | – | 2,843 | +100.0% | 0.01% | – |
| GE | Sell | GENERAL ELECTRIC CO | $20,000 | -75.0% | 1,810 | -85.9% | 0.01% | -52.4% |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $21,000 | – | 125 | +100.0% | 0.01% | – |
| WFH | New | DIREXION SHS ETF TRwork from home | $20,000 | – | 300 | +100.0% | 0.01% | – |
| CTVA | New | CORTEVA INC | $18,000 | – | 473 | +100.0% | 0.01% | – |
| CHD | New | CHURCH & DWIGHT INC | $19,000 | – | 214 | +100.0% | 0.01% | – |
| BAX | New | BAXTER INTL INC | $18,000 | – | 220 | +100.0% | 0.01% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $18,000 | – | 84 | +100.0% | 0.01% | – |
| IWN | Sell | ISHARES TRrus 2000 val etf | $19,000 | -91.5% | 145 | -93.6% | 0.01% | -84.5% |
| BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $18,000 | – | 438 | +100.0% | 0.01% | – |
| GD | New | GENERAL DYNAMICS CORP | $18,000 | – | 118 | +100.0% | 0.01% | – |
| EBS | New | EMERGENT BIOSOLUTIONS INC | $18,000 | – | 205 | +100.0% | 0.01% | – |
| YNDX | New | YANDEX N V | $17,000 | – | 250 | +100.0% | 0.01% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $17,000 | – | 140 | +100.0% | 0.01% | – |
| CTO | New | CTO REALTY GROWTH INC | $16,000 | – | 370 | +100.0% | 0.01% | – |
| GNL | New | GLOBAL NET LEASE INC | $17,000 | – | 994 | +100.0% | 0.01% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $17,000 | – | 450 | +100.0% | 0.01% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $17,000 | – | 473 | +100.0% | 0.01% | – |
| AMCR | New | AMCOR PLCord | $17,000 | – | 1,424 | +100.0% | 0.01% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $16,000 | – | 50 | +100.0% | 0.01% | – |
| SYF | New | SYNCHRONY FINANCIAL | $17,000 | – | 488 | +100.0% | 0.01% | – |
| TOLZ | New | PROSHARES TRdj brkfld glb | $16,000 | – | 400 | +100.0% | 0.01% | – |
| SNN | New | SMITH & NEPHEW PLCspdn adr new | $17,000 | – | 408 | +100.0% | 0.01% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $14,000 | – | 190 | +100.0% | 0.01% | – |
| QS | New | QUANTUMSCAPE CORP | $15,000 | – | 176 | +100.0% | 0.01% | – |
| AIG | New | AMERICAN INTL GROUP INC | $14,000 | – | 362 | +100.0% | 0.01% | – |
| MMM | Sell | 3M CO | $15,000 | -92.8% | 85 | -93.4% | 0.01% | -87.0% |
| WATT | Sell | ENERGOUS CORP | $14,000 | -76.7% | 7,950 | -60.9% | 0.01% | -56.2% |
| ALB | New | ALBEMARLE CORP | $15,000 | – | 103 | +100.0% | 0.01% | – |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $14,000 | – | 213 | +100.0% | 0.01% | – |
| IBBJ | New | ETF SER SOLUTIONSdfianc nq jr bt | $14,000 | – | 400 | +100.0% | 0.01% | – |
| HMC | New | HONDA MOTOR LTD | $15,000 | – | 525 | +100.0% | 0.01% | – |
| IYJ | New | ISHARES TRus industrials | $14,000 | – | 140 | +100.0% | 0.01% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $15,000 | – | 316 | +100.0% | 0.01% | – |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $14,000 | – | 400 | +100.0% | 0.01% | – |
| RF | New | REGIONS FINANCIAL CORP NEW | $14,000 | – | 896 | +100.0% | 0.01% | – |
| TOL | New | TOLL BROTHERS INC | $13,000 | – | 300 | +100.0% | 0.01% | – |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $12,000 | -99.9% | 130 | -99.9% | 0.01% | -99.8% |
| IJT | New | ISHARES TRs&p sml 600 gwt | $13,000 | – | 110 | +100.0% | 0.01% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $13,000 | – | 58 | +100.0% | 0.01% | – |
| NVS | New | NOVARTIS AGsponsored adr | $13,000 | – | 141 | +100.0% | 0.01% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $12,000 | – | 126 | +100.0% | 0.01% | – |
| REYN | New | REYNOLDS CONSUMER PRODS INC | $12,000 | – | 406 | +100.0% | 0.01% | – |
| GWPH | New | GW PHARMACEUTICALS PLCads | $12,000 | – | 100 | +100.0% | 0.01% | – |
| THCX | New | SPINNAKER ETF SERIEScannabis etf | $13,000 | – | 1,000 | +100.0% | 0.01% | – |
| ALKS | New | ALKERMES PLC | $12,000 | – | 597 | +100.0% | 0.01% | – |
| SDGR | New | SCHRODINGER INC | $12,000 | – | 150 | +100.0% | 0.01% | – |
| BP | New | BP PLCsponsored adr | $13,000 | – | 629 | +100.0% | 0.01% | – |
| FNGS | New | BANK OF MONTREALnt lkd 38 | $11,000 | – | 100 | +100.0% | 0.01% | – |
| CLNY | New | COLONY CAP INC NEW | $11,000 | – | 2,207 | +100.0% | 0.01% | – |
| SLCA | New | U S SILICA HLDGS INC | $11,000 | – | 1,557 | +100.0% | 0.01% | – |
| XPEV | New | XPENG INCads | $11,000 | – | 253 | +100.0% | 0.01% | – |
| ETSY | New | ETSY INC | $11,000 | – | 60 | +100.0% | 0.01% | – |
| BUG | New | GLOBAL X FDScybrscurty etf | $10,000 | – | 354 | +100.0% | 0.01% | – |
| HTGC | New | HERCULES CAPITAL INC | $10,000 | – | 678 | +100.0% | 0.01% | – |
| SBE | New | SWITCHBACK ENERGY ACQUISTN C | $10,000 | – | 245 | +100.0% | 0.01% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $11,000 | – | 70 | +100.0% | 0.01% | – |
| PAWZ | New | PROSHARES TRpet care etf | $11,000 | – | 157 | +100.0% | 0.01% | – |
| JD | New | JD.COM INCspon adr cl a | $10,000 | – | 113 | +100.0% | 0.01% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $11,000 | – | 40 | +100.0% | 0.01% | – |
| NYC | New | NEW YORK CITY REIT INC | $11,000 | – | 1,347 | +100.0% | 0.01% | – |
| IX | New | ORIX CORPsponsored adr | $11,000 | – | 140 | +100.0% | 0.01% | – |
| NVCR | New | NOVOCURE LTD | $11,000 | – | 62 | +100.0% | 0.01% | – |
| IXJ | New | ISHARES TRglob hlthcre etf | $8,000 | – | 100 | +100.0% | 0.00% | – |
| AMGN | New | AMGEN INC | $8,000 | – | 33 | +100.0% | 0.00% | – |
| EMR | New | EMERSON ELEC CO | $8,000 | – | 101 | +100.0% | 0.00% | – |
| F | New | FORD MTR CO DEL | $8,000 | – | 900 | +100.0% | 0.00% | – |
| PZA | New | INVESCO EXCH TRADED FD TR IInatl amt muni | $9,000 | – | 325 | +100.0% | 0.00% | – |
| LDOS | New | LEIDOS HOLDINGS INC | $8,000 | – | 76 | +100.0% | 0.00% | – |
| MANT | New | MANTECH INTL CORPcl a | $9,000 | – | 101 | +100.0% | 0.00% | – |
| NEM | New | NEWMONT CORP | $9,000 | – | 150 | +100.0% | 0.00% | – |
| OPRA | New | OPERA LTDsponsored ads | $8,000 | – | 900 | +100.0% | 0.00% | – |
| ORMP | New | ORAMED PHARMACEUTICALS INC | $8,000 | – | 1,950 | +100.0% | 0.00% | – |
| SYNH | New | SYNEOS HEALTH INCcl a | $9,000 | – | 125 | +100.0% | 0.00% | – |
| VNM | New | VANECK VECTORS ETF TRvietnam etf | $9,000 | – | 507 | +100.0% | 0.00% | – |
| LAZ | New | LAZARD LTD | $8,000 | – | 195 | +100.0% | 0.00% | – |
| ABNB | New | AIRBNB INC | $7,000 | – | 50 | +100.0% | 0.00% | – |
| SIMO | New | SILICON MOTION TECHNOLOGY COsponsored adr | $6,000 | – | 126 | +100.0% | 0.00% | – |
| FUTY | New | FIDELITY COVINGTON TRUSTmsci utils index | $6,000 | – | 150 | +100.0% | 0.00% | – |
| APO | New | APOLLO GLOBAL MGMT INC | $6,000 | – | 116 | +100.0% | 0.00% | – |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $7,000 | – | 200 | +100.0% | 0.00% | – |
| VALE | New | VALE S Asponsored ads | $7,000 | – | 400 | +100.0% | 0.00% | – |
| LITE | New | LUMENTUM HLDGS INC | $6,000 | – | 60 | +100.0% | 0.00% | – |
| VLY | New | VALLEY NATL BANCORP | $6,000 | – | 600 | +100.0% | 0.00% | – |
| D | Sell | DOMINION ENERGY INC | $7,000 | -97.0% | 94 | -96.9% | 0.00% | -95.1% |
| SMH | New | VANECK VECTORS ETF TRsemiconductor et | $7,000 | – | 34 | +100.0% | 0.00% | – |
| DBX | New | DROPBOX INCcl a | $6,000 | – | 250 | +100.0% | 0.00% | – |
| A | New | AGILENT TECHNOLOGIES INC | $6,000 | – | 50 | +100.0% | 0.00% | – |
| KHC | New | KRAFT HEINZ CO | $6,000 | – | 187 | +100.0% | 0.00% | – |
| KEP | New | KOREA ELECTRIC PWRsponsored adr | $7,000 | – | 596 | +100.0% | 0.00% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $7,000 | – | 33 | +100.0% | 0.00% | – |
| KMI | New | KINDER MORGAN INC DEL | $7,000 | – | 497 | +100.0% | 0.00% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $6,000 | – | 22 | +100.0% | 0.00% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $7,000 | – | 141 | +100.0% | 0.00% | – |
| IQ | New | IQIYI INCsponsored ads | $7,000 | – | 420 | +100.0% | 0.00% | – |
| RIOT | New | RIOT BLOCKCHAIN INC | $7,000 | – | 400 | +100.0% | 0.00% | – |
| ORCL | Sell | ORACLE CORP | $6,000 | -97.8% | 94 | -98.0% | 0.00% | -95.8% |
| PETS | New | PETMED EXPRESS INC | $6,000 | – | 200 | +100.0% | 0.00% | – |
| TW | New | TRADEWEB MKTS INCcl a | $6,000 | – | 101 | +100.0% | 0.00% | – |
| FCEL | New | FUELCELL ENERGY INC | $6,000 | – | 500 | +100.0% | 0.00% | – |
| ESLT | New | ELBIT SYS LTDord | $7,000 | – | 50 | +100.0% | 0.00% | – |
| PINS | New | PINTEREST INCcl a | $7,000 | – | 100 | +100.0% | 0.00% | – |
| PLCE | New | CHILDRENS PL INC | $7,000 | – | 146 | +100.0% | 0.00% | – |
| CHA | New | CHINA TELECOM CORP LTD | $6,000 | – | 217 | +100.0% | 0.00% | – |
| DRI | New | DARDEN RESTAURANTS INC | $4,000 | – | 35 | +100.0% | 0.00% | – |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $4,000 | -99.9% | 27 | -99.9% | 0.00% | -99.8% |
| HP | New | HELMERICH & PAYNE INC | $4,000 | – | 190 | +100.0% | 0.00% | – |
| PNW | New | PINNACLE WEST CAP CORP | $5,000 | – | 57 | +100.0% | 0.00% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $4,000 | – | 20 | +100.0% | 0.00% | – |
| VIAV | New | VIAVI SOLUTIONS INC | $4,000 | – | 300 | +100.0% | 0.00% | – |
| VIAC | New | VIACOMCBS INCcl b | $4,000 | – | 100 | +100.0% | 0.00% | – |
| ITEQ | New | ETF MANAGERS TRbluestar israel | $5,000 | – | 76 | +100.0% | 0.00% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $4,000 | – | 200 | +100.0% | 0.00% | – |
| FLS | New | FLOWSERVE CORP | $4,000 | – | 112 | +100.0% | 0.00% | – |
| TCOM | New | TRIP COM GROUP LTDads | $5,000 | – | 160 | +100.0% | 0.00% | – |
| TPTX | New | TURNING POINT THERAPEUTICS I | $4,000 | – | 33 | +100.0% | 0.00% | – |
| AYX | New | ALTERYX INC | $5,000 | – | 45 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $4,000 | – | 207 | +100.0% | 0.00% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $5,000 | – | 129 | +100.0% | 0.00% | – |
| CE | New | CELANESE CORP DEL | $4,000 | – | 33 | +100.0% | 0.00% | – |
| QIWI | New | QIWI PLCspon adr rep b | $4,000 | – | 364 | +100.0% | 0.00% | – |
| MFC | New | MANULIFE FINL CORP | $5,000 | – | 281 | +100.0% | 0.00% | – |
| KL | New | KIRKLAND LAKE GOLD LTD | $4,000 | – | 101 | +100.0% | 0.00% | – |
| LE | New | LANDS END INC NEW | $2,000 | – | 90 | +100.0% | 0.00% | – |
| SE | New | SEA LTDsponsord ads | $3,000 | – | 15 | +100.0% | 0.00% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $2,000 | – | 4 | +100.0% | 0.00% | – |
| TLRY | New | TILRAY INC | $3,000 | – | 400 | +100.0% | 0.00% | – |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $3,000 | – | 400 | +100.0% | 0.00% | – |
| PGP | New | PIMCO GLOBAL STOCKSPLS INCM | $2,000 | – | 155 | +100.0% | 0.00% | – |
| OPK | New | OPKO HEALTH INC | $3,000 | – | 850 | +100.0% | 0.00% | – |
| NBEV | New | NEWAGE INC | $2,000 | – | 650 | +100.0% | 0.00% | – |
| MLCO | New | MELCO RESORTS AND ENTMNT LTDadr | $2,000 | – | 125 | +100.0% | 0.00% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $2,000 | – | 109 | +100.0% | 0.00% | – |
| LB | New | L BRANDS INC | $2,000 | – | 65 | +100.0% | 0.00% | – |
| PBW | New | INVESCO EXCHANGE TRADED FD Twilderhil clan | $3,000 | – | 28 | +100.0% | 0.00% | – |
| HII | New | HUNTINGTON INGALLS INDS INC | $2,000 | – | 11 | +100.0% | 0.00% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $2,000 | – | 83 | +100.0% | 0.00% | – |
| AJX | New | GREAT AJAX CORP | $3,000 | – | 242 | +100.0% | 0.00% | – |
| VERU | New | VERU INC | $2,000 | – | 245 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $3,000 | – | 83 | +100.0% | 0.00% | – |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $2,000 | – | 160 | +100.0% | 0.00% | – |
| BBC | New | ETFIS SER TR Ivirtus lifesc ct | $3,000 | – | 67 | +100.0% | 0.00% | – |
| ADNT | New | ADIENT PLC | $2,000 | – | 68 | +100.0% | 0.00% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $3,000 | – | 39 | +100.0% | 0.00% | – |
| ACGL | New | ARCH CAP GROUP LTDord | $3,000 | – | 72 | +100.0% | 0.00% | – |
| BPY | New | BROOKFIELD PROPERTY PARTRS Lunit ltd partn | $2,000 | – | 108 | +100.0% | 0.00% | – |
| ALC | New | ALCON AG | $3,000 | – | 46 | +100.0% | 0.00% | – |
| TEL | New | TE CONNECTIVITY LTD | $3,000 | – | 25 | +100.0% | 0.00% | – |
| ALSK | New | ALASKA COMMUNICATIONS SYS GR | $2,000 | – | 625 | +100.0% | 0.00% | – |
| AGNC | New | AGNC INVT CORP | $3,000 | – | 195 | +100.0% | 0.00% | – |
| TAK | New | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $3,000 | – | 161 | +100.0% | 0.00% | – |
| COOP | New | MR COOPER GROUP INC | $0 | – | 7 | +100.0% | 0.00% | – |
| NGG | New | NATIONAL GRID PLCsponsored adr ne | $0 | – | 6 | +100.0% | 0.00% | – |
| CERC | New | CERECOR INC | $0 | – | 8 | +100.0% | 0.00% | – |
| NKTR | New | NEKTAR THERAPEUTICS | $1,000 | – | 67 | +100.0% | 0.00% | – |
| OXYWS | Sell | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 19 | -51.3% | 0.00% | – |
| ONTX | New | ONCONOVA THERAPEUTICS INC | $0 | – | 16 | +100.0% | 0.00% | – |
| CARA | New | CARA THERAPEUTICS INC | $0 | – | 30 | +100.0% | 0.00% | – |
| AI | New | C3 AI INCcl a | $0 | – | 0 | +100.0% | 0.00% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| BMYRT | Sell | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | -100.0% | 293 | -73.2% | 0.00% | -100.0% |
| BNTX | New | BIONTECH SEsponsored ads | $0 | – | 0 | +100.0% | 0.00% | – |
| BVXV | New | BIONDVAX PHARMACEUTICALS LTDspond ads | $1,000 | – | 225 | +100.0% | 0.00% | – |
| ARCT | New | ARCTURUS THERAPEUTICS HLDGS | $1,000 | – | 28 | +100.0% | 0.00% | – |
| PBT | New | PERMIAN BASIN RTY TRunit ben int | $1,000 | – | 275 | +100.0% | 0.00% | – |
| AIGWS | Sell | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 80 | -5.9% | 0.00% | – |
| RMR | New | RMR GROUP INCcl a | $0 | – | 3 | +100.0% | 0.00% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $1,000 | – | 55 | +100.0% | 0.00% | – |
| REV | New | REVLON INCcl a new | $1,000 | – | 100 | +100.0% | 0.00% | – |
| XBI | New | SPDR SER TRs&p biotech | $0 | – | 1 | +100.0% | 0.00% | – |
| SBR | New | SABINE ROYALTY TRunit ben int | $1,000 | – | 52 | +100.0% | 0.00% | – |
| ADXS | New | ADVAXIS INC | $0 | – | 1,320 | +100.0% | 0.00% | – |
| SPH | New | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $1,000 | – | 100 | +100.0% | 0.00% | – |
| FLIR | New | FLIR SYS INC | $0 | – | 10 | +100.0% | 0.00% | – |
| EVC | New | ENTRAVISION COMMUNICATIONS Ccl a | $0 | – | 108 | +100.0% | 0.00% | – |
| VSTWSA | Sell | VISTRA CORP*w exp 02/02/202 | $0 | – | 181 | -24.9% | 0.00% | – |
| GT | New | GOODYEAR TIRE & RUBR CO | $0 | – | 1 | +100.0% | 0.00% | – |
| SJM | New | SMUCKER J M CO | $1,000 | – | 6 | +100.0% | 0.00% | – |
| New | MICROBOT MED INC | $0 | – | 1 | +100.0% | 0.00% | – | |
| AIKI | Exit | AIKIDO PHARMA INC | $0 | – | -10,400 | -100.0% | -0.00% | – |
| GNW | Exit | GENWORTH FINL INC | $0 | – | -18,000 | -100.0% | -0.02% | – |
| SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -13,285 | -100.0% | -0.02% | – |
| BGCP | Exit | BGC PARTNERS INCcl a | $0 | – | -31,545 | -100.0% | -0.02% | – |
| FRO | Exit | FRONTLINE LTD | $0 | – | -13,154 | -100.0% | -0.02% | – |
| SRNE | Exit | SORRENTO THERAPEUTICS INC | $0 | – | -10,300 | -100.0% | -0.03% | – |
| CDMO | Exit | AVID BIOSERVICES INC | $0 | – | -25,100 | -100.0% | -0.05% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -6,885 | -100.0% | -0.05% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -1,646 | -100.0% | -0.05% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -3,686 | -100.0% | -0.05% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -1,399 | -100.0% | -0.05% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -2,502 | -100.0% | -0.05% | – |
| FDM | Exit | FIRST TR DOW JONES SELECT MI | $0 | – | -5,804 | -100.0% | -0.06% | – |
| BNY | Exit | BLACKROCK N Y MUN INCOME TRsh ben int | $0 | – | -16,090 | -100.0% | -0.06% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -2,685 | -100.0% | -0.06% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,336 | -100.0% | -0.06% | – |
| SGEN | Exit | SEATTLE GENETICS INC | $0 | – | -1,266 | -100.0% | -0.06% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -532 | -100.0% | -0.06% | – |
| BLL | Exit | BALL CORP | $0 | – | -3,074 | -100.0% | -0.07% | – |
| VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -3,743 | -100.0% | -0.07% | – |
| DNKN | Exit | DUNKIN BRANDS GROUP INC | $0 | – | -3,280 | -100.0% | -0.07% | – |
| LSI | Exit | LIFE STORAGE INC | $0 | – | -2,600 | -100.0% | -0.07% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -5,082 | -100.0% | -0.07% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -2,484 | -100.0% | -0.07% | – |
| MUJ | Exit | BLACKROCK MUNIHLDGS NJ QLTY | $0 | – | -20,989 | -100.0% | -0.07% | – |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -3,444 | -100.0% | -0.08% | – |
| DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -6,289 | -100.0% | -0.08% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -12,210 | -100.0% | -0.09% | – |
| RGLD | Exit | ROYAL GOLD INC | $0 | – | -3,000 | -100.0% | -0.09% | – |
| NVG | Exit | NUVEEN AMT FREE MUN CR INC F | $0 | – | -24,550 | -100.0% | -0.10% | – |
| CHGG | Exit | CHEGG INC | $0 | – | -7,100 | -100.0% | -0.13% | – |
| DBA | Exit | INVESCO DB MULTI-SECTOR COMMagriculture fd | $0 | – | -37,000 | -100.0% | -0.14% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -11,437 | -100.0% | -0.15% | – |
| GLTR | Exit | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $0 | – | -6,450 | -100.0% | -0.16% | – |
| EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -7,025 | -100.0% | -0.16% | – |
| IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -36,425 | -100.0% | -0.17% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -5,685 | -100.0% | -0.20% | – |
| BAB | Exit | INVESCO EXCH TRADED FD TR IItaxable mun bd | $0 | – | -23,890 | -100.0% | -0.21% | – |
| NRK | Exit | NUVEEN NEW YORK AMT QLT MUNI | $0 | – | -70,479 | -100.0% | -0.24% | – |
| SFIX | Exit | STITCH FIX INC | $0 | – | -34,060 | -100.0% | -0.24% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -17,804 | -100.0% | -0.36% | – |
| RWR | Exit | SPDR SER TRdj reit etf | $0 | – | -21,096 | -100.0% | -0.43% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -17,292 | -100.0% | -0.52% | – |
| RWO | Exit | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | -96,549 | -100.0% | -0.99% | – |
| MDYV | Exit | SPDR SER TRs&p 400 mdcp val | $0 | – | -134,430 | -100.0% | -1.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-02-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q3 2023 | 14.3% |
| ISHARES TR | 15 | Q3 2023 | 8.8% |
| ISHARES TR | 15 | Q3 2023 | 9.4% |
| MICROSOFT CORP COM | 15 | Q3 2023 | 6.5% |
| ISHARES TR | 15 | Q3 2023 | 7.3% |
| ISHARES TR | 15 | Q3 2023 | 5.7% |
| APPLE INC COM USD0.00001 | 15 | Q3 2023 | 3.6% |
| AMAZON COM INC COM | 15 | Q3 2023 | 5.5% |
| ISHARES TR SHORT TREAS BD | 15 | Q3 2023 | 3.5% |
| ISHARES TR | 15 | Q3 2023 | 3.4% |
View RMR Wealth Builders's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-11 |
| 13F-HR/A | 2023-02-15 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-13 |
View RMR Wealth Builders'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.