$385 Million is the total value of RMR Wealth Builders's 799 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 67.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Buy | ISHARES TRrus 1000 grw etf | $50,613,000 | +139.2% | 208,249 | +137.4% | 13.15% | +26.5% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $35,684,000 | +187.2% | 235,463 | +159.1% | 9.27% | +51.9% |
| EFA | Buy | ISHARES TRmsci eafe etf | $28,062,000 | +193.0% | 369,869 | +181.7% | 7.29% | +54.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $25,792,000 | +177.4% | 99,093 | +145.0% | 6.70% | +46.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $21,495,000 | +170.4% | 97,290 | +139.9% | 5.58% | +43.0% |
| SHV | Buy | ISHARES TRshort treas bd | $13,495,000 | +156.1% | 122,117 | +156.1% | 3.51% | +35.4% |
| MSFT | Buy | MICROSOFT CORP | $10,703,000 | +28.6% | 45,398 | +21.3% | 2.78% | -32.0% |
| AMZN | Buy | AMAZON COM INC | $9,440,000 | +12.0% | 3,051 | +17.8% | 2.45% | -40.8% |
| AAPL | Buy | APPLE INC | $8,975,000 | +121.7% | 73,479 | +140.8% | 2.33% | +17.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $5,660,000 | +143.2% | 49,721 | +152.5% | 1.47% | +28.7% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $4,796,000 | +189.4% | 10,075 | +155.3% | 1.25% | +53.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,553,000 | +124.3% | 11,489 | +111.6% | 1.18% | +18.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,376,000 | +71.2% | 28,748 | +42.9% | 1.14% | -9.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,275,000 | +66.0% | 13,396 | +63.2% | 1.11% | -12.2% |
| AVGO | Sell | BROADCOM INC | $3,406,000 | +5.6% | 7,347 | -0.2% | 0.88% | -44.1% |
| HD | Buy | HOME DEPOT INC | $2,878,000 | +33.1% | 9,427 | +15.8% | 0.75% | -29.6% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,847,000 | +68.2% | 8,623 | +55.7% | 0.74% | -11.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,741,000 | +146.7% | 52,661 | +137.5% | 0.71% | +30.4% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $2,651,000 | +67.2% | 22,707 | +62.4% | 0.69% | -11.6% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $2,522,000 | +189.9% | 44,158 | +197.3% | 0.66% | +53.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,502,000 | +30.0% | 43,020 | +31.4% | 0.65% | -31.2% |
| SHY | ISHARES TR1 3 yr treas bd | $2,385,000 | -0.1% | 27,650 | 0.0% | 0.62% | -47.1% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,310,000 | +5.6% | 42,694 | +2.3% | 0.60% | -44.1% |
| FB | Buy | FACEBOOK INCcl a | $2,201,000 | +24.8% | 7,472 | +15.7% | 0.57% | -34.0% |
| ASML | Buy | ASML HOLDING N V | $2,072,000 | +32.5% | 3,356 | +4.7% | 0.54% | -29.9% |
| V | Buy | VISA INC | $2,041,000 | +43.5% | 9,637 | +48.2% | 0.53% | -24.2% |
| INTC | Buy | INTEL CORP | $2,017,000 | +30.0% | 31,514 | +1.2% | 0.52% | -31.2% |
| IEI | ISHARES TR3 7 yr treas bd | $1,948,000 | -2.4% | 15,000 | 0.0% | 0.51% | -48.4% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,829,000 | +32.2% | 884 | +11.9% | 0.48% | -30.1% |
| HUM | Buy | HUMANA INC | $1,811,000 | +5.3% | 4,320 | +3.1% | 0.47% | -44.3% |
| NVDA | Buy | NVIDIA CORPORATION | $1,795,000 | +145.6% | 3,363 | +140.2% | 0.47% | +29.8% |
| XOM | Buy | EXXON MOBIL CORP | $1,720,000 | +146.8% | 30,811 | +82.1% | 0.45% | +30.7% |
| BA | Buy | BOEING CO | $1,711,000 | +29.6% | 6,717 | +8.9% | 0.44% | -31.3% |
| MUB | Buy | ISHARES TRnational mun etf | $1,683,000 | +156.6% | 14,501 | +159.0% | 0.44% | +35.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,675,000 | +88.4% | 6,898 | +81.8% | 0.44% | -0.5% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,670,000 | +8.3% | 32,904 | +8.4% | 0.43% | -42.7% |
| CME | CME GROUP INC | $1,617,000 | +12.2% | 7,916 | 0.0% | 0.42% | -40.7% | |
| DIS | Buy | DISNEY WALT CO | $1,514,000 | +114.1% | 8,205 | +110.3% | 0.39% | +13.3% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $1,479,000 | +19.7% | 8,432 | +1.7% | 0.38% | -36.7% |
| IWR | Buy | ISHARES TRrus mid cap etf | $1,435,000 | +268.9% | 19,410 | +241.8% | 0.37% | +95.3% |
| TSLA | Buy | TESLA INC | $1,423,000 | +296.4% | 2,130 | +318.5% | 0.37% | +110.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,390,000 | +17.7% | 3,903 | +18.0% | 0.36% | -37.8% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $1,379,000 | +3.7% | 11,321 | -0.4% | 0.36% | -45.2% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $1,332,000 | +1.7% | 1,802 | +12.6% | 0.35% | -46.3% |
| KO | Buy | COCA COLA CO | $1,258,000 | +5.0% | 23,863 | +9.2% | 0.33% | -44.5% |
| BLK | Buy | BLACKROCK INC | $1,206,000 | +5.0% | 1,599 | +0.4% | 0.31% | -44.5% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $1,163,000 | +118.6% | 34,141 | +89.3% | 0.30% | +15.7% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,157,000 | +190.7% | 2,434 | +206.2% | 0.30% | +53.6% |
| TXN | Buy | TEXAS INSTRS INC | $1,154,000 | +26.0% | 6,106 | +9.4% | 0.30% | -33.3% |
| CRM | Buy | SALESFORCE COM INC | $1,145,000 | +22.1% | 5,403 | +28.2% | 0.30% | -35.6% |
| T | Buy | AT&T INC | $1,133,000 | +179.8% | 37,417 | +165.9% | 0.29% | +47.7% |
| ABBV | Buy | ABBVIE INC | $1,121,000 | +700.7% | 10,357 | +693.0% | 0.29% | +321.7% |
| ZTS | Buy | ZOETIS INCcl a | $1,052,000 | +4.6% | 6,678 | +9.8% | 0.27% | -44.7% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $1,041,000 | +303.5% | 17,296 | +290.9% | 0.27% | +112.6% |
| UNP | Buy | UNION PAC CORP | $1,030,000 | +14.4% | 4,675 | +8.1% | 0.27% | -39.4% |
| MRK | Buy | MERCK & CO. INC | $1,016,000 | +300.0% | 13,179 | +324.6% | 0.26% | +111.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,009,000 | +45.8% | 489 | +23.8% | 0.26% | -22.9% |
| HON | Buy | HONEYWELL INTL INC | $961,000 | +7.1% | 4,429 | +5.0% | 0.25% | -43.3% |
| CI | CIGNA CORP NEW | $950,000 | +16.1% | 3,928 | 0.0% | 0.25% | -38.6% | |
| CSX | Buy | CSX CORP | $938,000 | +14.0% | 9,733 | +7.3% | 0.24% | -39.6% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $913,000 | +117.9% | 11,109 | +119.8% | 0.24% | +15.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $879,000 | +18.6% | 7,435 | +9.4% | 0.23% | -37.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $853,000 | +24.3% | 3,337 | +12.9% | 0.22% | -34.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $852,000 | +36.3% | 5,182 | +30.4% | 0.22% | -28.0% |
| ABT | Buy | ABBOTT LABS | $839,000 | +73.3% | 6,998 | +58.3% | 0.22% | -8.4% |
| COF | CAPITAL ONE FINL CORP | $828,000 | +28.8% | 6,507 | 0.0% | 0.22% | -32.0% | |
| COST | Buy | COSTCO WHSL CORP NEW | $827,000 | +11.6% | 2,346 | +19.3% | 0.22% | -40.9% |
| CB | Buy | CHUBB LIMITED | $814,000 | +7.2% | 5,151 | +4.4% | 0.21% | -43.4% |
| SQ | Buy | SQUARE INCcl a | $793,000 | +13.6% | 3,494 | +8.9% | 0.21% | -39.9% |
| MELI | Buy | MERCADOLIBRE INC | $791,000 | -7.6% | 537 | +5.1% | 0.21% | -51.0% |
| CSGP | Buy | COSTAR GROUP INC | $782,000 | -9.6% | 951 | +1.6% | 0.20% | -52.2% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $769,000 | +2.5% | 541 | 0.0% | 0.20% | -45.7% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $760,000 | +133.8% | 8,278 | +116.3% | 0.20% | +23.1% |
| CVX | Buy | CHEVRON CORP NEW | $745,000 | +66.7% | 7,107 | +34.3% | 0.19% | -11.8% |
| NFLX | Buy | NETFLIX INC | $730,000 | +29.2% | 1,399 | +33.9% | 0.19% | -31.7% |
| NEE | Buy | NEXTERA ENERGY INC | $727,000 | +135.3% | 9,620 | +140.4% | 0.19% | +24.3% |
| PFF | Buy | ISHARES TRpfd and incm sec | $710,000 | +105.8% | 18,480 | +106.5% | 0.18% | +8.9% |
| BX | Buy | BLACKSTONE GROUP INC | $710,000 | +30.0% | 9,532 | +13.2% | 0.18% | -31.3% |
| SCHW | Buy | SCHWAB CHARLES CORP | $710,000 | +23.3% | 10,893 | +0.3% | 0.18% | -35.0% |
| BDX | Buy | BECTON DICKINSON & CO | $706,000 | +195.4% | 2,903 | +203.7% | 0.18% | +56.4% |
| LOW | Buy | LOWES COS INC | $704,000 | +93.9% | 3,703 | +63.8% | 0.18% | +2.8% |
| INTU | Buy | INTUIT | $691,000 | +76.7% | 1,805 | +75.2% | 0.18% | -6.2% |
| BAC | Buy | BK OF AMERICA CORP | $674,000 | +112.6% | 17,417 | +66.5% | 0.18% | +12.2% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $629,000 | -4.0% | 7,518 | +4.8% | 0.16% | -49.4% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $625,000 | +15.7% | 2,615 | +8.7% | 0.16% | -38.9% |
| CSCO | Buy | CISCO SYS INC | $610,000 | +80.5% | 11,801 | +56.5% | 0.16% | -4.8% |
| TIP | Buy | ISHARES TRtips bd etf | $601,000 | +38.2% | 4,789 | +40.6% | 0.16% | -27.1% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $591,000 | -3.1% | 5,288 | +0.0% | 0.15% | -48.7% |
| OLED | Buy | UNIVERSAL DISPLAY CORP | $588,000 | +465.4% | 2,484 | +447.1% | 0.15% | +200.0% |
| TSCO | TRACTOR SUPPLY CO | $579,000 | +26.1% | 3,268 | 0.0% | 0.15% | -33.3% | |
| LULU | LULULEMON ATHLETICA INC | $576,000 | -11.8% | 1,877 | 0.0% | 0.15% | -53.3% | |
| PG | Buy | PROCTER AND GAMBLE CO | $569,000 | +101.8% | 4,204 | +107.4% | 0.15% | +6.5% |
| JCI | JOHNSON CTLS INTL PLC | $560,000 | +28.1% | 9,389 | 0.0% | 0.14% | -32.6% | |
| NOW | Buy | SERVICENOW INC | $549,000 | -8.8% | 1,098 | +0.5% | 0.14% | -51.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $540,000 | +116.0% | 3,817 | +84.4% | 0.14% | +13.8% |
| MCD | Buy | MCDONALDS CORP | $521,000 | +24.9% | 2,323 | +19.5% | 0.14% | -34.1% |
| MCHP | MICROCHIP TECHNOLOGY INC. | $508,000 | +12.4% | 3,273 | 0.0% | 0.13% | -40.5% | |
| DXCM | Buy | DEXCOM INC | $505,000 | +5.0% | 1,406 | +8.2% | 0.13% | -44.5% |
| PFE | Buy | PFIZER INC | $489,000 | +101.2% | 13,509 | +104.2% | 0.13% | +6.7% |
| DOCU | Buy | DOCUSIGN INC | $484,000 | +62.4% | 2,389 | +78.0% | 0.13% | -13.7% |
| DOW | Buy | DOW INC | $480,000 | +36.0% | 7,512 | +17.9% | 0.12% | -27.7% |
| LHX | L3HARRIS TECHNOLOGIES INC | $483,000 | +7.3% | 2,383 | 0.0% | 0.12% | -43.4% | |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $475,000 | +47.5% | 6,507 | +48.3% | 0.12% | -22.2% |
| SHW | Buy | SHERWIN WILLIAMS CO | $465,000 | +0.6% | 630 | +0.3% | 0.12% | -46.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $463,000 | +204.6% | 3,474 | +188.3% | 0.12% | +60.0% |
| MPWR | MONOLITHIC PWR SYS INC | $458,000 | -3.6% | 1,297 | 0.0% | 0.12% | -48.9% | |
| EA | ELECTRONIC ARTS INC | $446,000 | -5.7% | 3,297 | 0.0% | 0.12% | -50.0% | |
| MO | Buy | ALTRIA GROUP INC | $436,000 | +64.5% | 8,525 | +31.7% | 0.11% | -13.1% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $436,000 | +1353.3% | 18,711 | +1385.0% | 0.11% | +653.3% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $426,000 | +187.8% | 3,743 | +115.7% | 0.11% | +52.1% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $418,000 | +57.1% | 7,147 | +57.1% | 0.11% | -16.8% |
| PXD | PIONEER NAT RES CO | $416,000 | +39.1% | 2,621 | 0.0% | 0.11% | -26.5% | |
| DGRW | New | WISDOMTREE TRus qtly div grt | $414,000 | – | 7,247 | +100.0% | 0.11% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $416,000 | – | 3,443 | +100.0% | 0.11% | – |
| CGNX | COGNEX CORP | $411,000 | +3.3% | 4,957 | 0.0% | 0.11% | -45.4% | |
| LIT | New | GLOBAL X FDSlithium btry etf | $404,000 | – | 6,904 | +100.0% | 0.10% | – |
| MKTX | MARKETAXESS HLDGS INC | $399,000 | -12.7% | 801 | 0.0% | 0.10% | -53.6% | |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $392,000 | – | 12,296 | +100.0% | 0.10% | – |
| BSX | BOSTON SCIENTIFIC CORP | $391,000 | +7.4% | 10,121 | 0.0% | 0.10% | -43.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $386,000 | +10.9% | 1 | 0.0% | 0.10% | -41.5% | |
| PM | Buy | PHILIP MORRIS INTL INC | $385,000 | +9.1% | 4,340 | +1.7% | 0.10% | -42.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $376,000 | +31.9% | 5,959 | +29.6% | 0.10% | -30.0% |
| CAT | Buy | CATERPILLAR INC | $374,000 | +52.0% | 1,614 | +19.6% | 0.10% | -19.8% |
| ACN | ACCENTURE PLC IRELAND | $350,000 | +5.7% | 1,268 | 0.0% | 0.09% | -44.2% | |
| FAST | FASTENAL CO | $347,000 | +3.0% | 6,908 | 0.0% | 0.09% | -45.8% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $331,000 | +31.9% | 2,520 | +19.3% | 0.09% | -30.1% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $329,000 | +37.7% | 5,662 | +33.2% | 0.08% | -27.4% |
| WMT | Buy | WALMART INC | $323,000 | +35.7% | 2,375 | +43.8% | 0.08% | -28.2% |
| PEP | Buy | PEPSICO INC | $318,000 | +42.0% | 2,250 | +49.0% | 0.08% | -24.5% |
| FRC | FIRST REP BK SAN FRANCISCO C | $309,000 | +13.6% | 1,853 | 0.0% | 0.08% | -40.3% | |
| MXIM | MAXIM INTEGRATED PRODS INC | $305,000 | +3.0% | 3,340 | 0.0% | 0.08% | -45.5% | |
| C | Buy | CITIGROUP INC | $302,000 | +53.3% | 4,152 | +29.8% | 0.08% | -19.6% |
| ORLY | OREILLY AUTOMOTIVE INC | $298,000 | +12.0% | 588 | 0.0% | 0.08% | -41.2% | |
| TREX | TREX CO INC | $295,000 | +9.3% | 3,226 | 0.0% | 0.08% | -42.1% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $293,000 | -11.2% | 1,291 | -9.0% | 0.08% | -53.1% |
| ABMD | Buy | ABIOMED INC | $293,000 | +12.7% | 919 | +14.4% | 0.08% | -40.6% |
| JNK | Buy | SPDR SER TRbloomberg brclys | $293,000 | +154.8% | 2,694 | +154.6% | 0.08% | +35.7% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $289,000 | +8.6% | 2,016 | 0.0% | 0.08% | -42.7% | |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $286,000 | +9.6% | 7,769 | +0.0% | 0.07% | -42.2% |
| TWLO | Buy | TWILIO INCcl a | $285,000 | +2.5% | 837 | +2.1% | 0.07% | -46.0% |
| SBUX | Buy | STARBUCKS CORP | $282,000 | +30.0% | 2,583 | +27.1% | 0.07% | -31.8% |
| APD | Buy | AIR PRODS & CHEMS INC | $282,000 | +6.4% | 1,003 | +3.4% | 0.07% | -43.8% |
| IGSB | New | ISHARES TR | $278,000 | – | 5,082 | +100.0% | 0.07% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $278,000 | – | 5,665 | +100.0% | 0.07% | – |
| MDT | Buy | MEDTRONIC PLC | $279,000 | +82.4% | 2,363 | +81.5% | 0.07% | -4.0% |
| BOND | New | PIMCO ETF TRactive bd etf | $272,000 | – | 2,484 | +100.0% | 0.07% | – |
| SLB | Buy | SCHLUMBERGER LTD | $274,000 | +30.5% | 10,060 | +4.8% | 0.07% | -31.1% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $264,000 | -9.9% | 3,366 | +5.2% | 0.07% | -52.1% |
| LH | LABORATORY CORP AMER HLDGS | $267,000 | +25.4% | 1,048 | 0.0% | 0.07% | -34.3% | |
| TRU | TRANSUNION | $265,000 | -9.2% | 2,947 | 0.0% | 0.07% | -51.7% | |
| IEX | IDEX CORP | $265,000 | +4.7% | 1,268 | 0.0% | 0.07% | -44.4% | |
| BLL | New | BALL CORP | $261,000 | – | 3,084 | +100.0% | 0.07% | – |
| NKE | Buy | NIKE INCcl b | $263,000 | +9.1% | 1,978 | +16.3% | 0.07% | -42.4% |
| GWRE | GUIDEWIRE SOFTWARE INC | $258,000 | -21.1% | 2,537 | 0.0% | 0.07% | -58.4% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $254,000 | -6.6% | 411 | 0.0% | 0.07% | -50.7% | |
| TTD | Buy | THE TRADE DESK INC | $253,000 | +954.2% | 389 | +1196.7% | 0.07% | +450.0% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $255,000 | +11.4% | 1,921 | +0.4% | 0.07% | -41.1% |
| LLY | New | LILLY ELI & CO | $253,000 | – | 1,353 | +100.0% | 0.07% | – |
| ULTA | ULTA BEAUTY INC | $250,000 | +7.8% | 807 | 0.0% | 0.06% | -43.0% | |
| NSC | Buy | NORFOLK SOUTHN CORP | $251,000 | +99.2% | 935 | +76.7% | 0.06% | +4.8% |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $252,000 | – | 3,743 | +100.0% | 0.06% | – |
| TYL | TYLER TECHNOLOGIES INC | $252,000 | -2.7% | 594 | 0.0% | 0.06% | -48.8% | |
| O | Buy | REALTY INCOME CORP | $245,000 | +218.2% | 3,855 | +211.9% | 0.06% | +68.4% |
| SIVB | SVB FINANCIAL GROUP | $237,000 | +27.4% | 480 | 0.0% | 0.06% | -31.9% | |
| NIO | Buy | NIO INCspon ads | $238,000 | +20.2% | 6,117 | +50.5% | 0.06% | -36.1% |
| TER | Buy | TERADYNE INC | $240,000 | +12.7% | 1,973 | +11.3% | 0.06% | -41.0% |
| MMM | Buy | 3M CO | $233,000 | +1453.3% | 1,207 | +1320.0% | 0.06% | +771.4% |
| FIS | FIDELITY NATL INFORMATION SV | $236,000 | -0.4% | 1,677 | 0.0% | 0.06% | -47.4% | |
| MIDD | MIDDLEBY CORP | $234,000 | +28.6% | 1,409 | 0.0% | 0.06% | -31.5% | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $234,000 | +23.2% | 956 | 0.0% | 0.06% | -34.4% | |
| WM | Buy | WASTE MGMT INC DEL | $232,000 | +197.4% | 1,800 | +172.7% | 0.06% | +57.9% |
| AMAT | Buy | APPLIED MATLS INC | $231,000 | +371.4% | 1,728 | +206.4% | 0.06% | +150.0% |
| AGGY | New | WISDOMTREE TRyield enhancd us | $229,000 | – | 4,475 | +100.0% | 0.06% | – |
| UL | Buy | UNILEVER PLCspon adr new | $229,000 | +15.1% | 4,104 | +24.6% | 0.06% | -39.8% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $227,000 | +233.8% | 884 | +229.9% | 0.06% | +78.8% |
| EXC | New | EXELON CORP | $225,000 | – | 5,137 | +100.0% | 0.06% | – |
| DON | New | WISDOMTREE TRus midcap divid | $223,000 | – | 5,516 | +100.0% | 0.06% | – |
| MS | Buy | MORGAN STANLEY | $219,000 | +21.0% | 2,823 | +6.7% | 0.06% | -36.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $218,000 | +29.8% | 2,007 | +10.1% | 0.06% | -31.3% |
| PANW | PALO ALTO NETWORKS INC | $219,000 | -9.5% | 680 | 0.0% | 0.06% | -52.1% | |
| NXJ | Buy | NUVEEN NEW JERSEY QULT MUN F | $216,000 | +8.0% | 14,895 | +7.1% | 0.06% | -42.9% |
| ADSK | New | AUTODESK INC | $213,000 | – | 768 | +100.0% | 0.06% | – |
| DKNG | Buy | DRAFTKINGS INC | $211,000 | +122.1% | 3,448 | +68.2% | 0.06% | +17.0% |
| LIN | Buy | LINDE PLC | $208,000 | +19.5% | 742 | +12.1% | 0.05% | -36.5% |
| AOS | SMITH A O CORP | $206,000 | +23.4% | 3,042 | 0.0% | 0.05% | -34.1% | |
| DD | Buy | DUPONT DE NEMOURS INC | $208,000 | +16.2% | 2,686 | +6.6% | 0.05% | -38.6% |
| VMC | VULCAN MATLS CO | $209,000 | +13.6% | 1,240 | 0.0% | 0.05% | -40.0% | |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $203,000 | – | 1,531 | +100.0% | 0.05% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $201,000 | – | 1,359 | +100.0% | 0.05% | – |
| DGRS | New | WISDOMTREE TRus s cap qty div | $199,000 | – | 4,333 | +100.0% | 0.05% | – |
| STM | STMICROELECTRONICS N Vny registry | $201,000 | +3.1% | 5,255 | 0.0% | 0.05% | -45.8% | |
| ADI | ANALOG DEVICES INC | $197,000 | +4.8% | 1,270 | 0.0% | 0.05% | -44.6% | |
| ARKF | New | ARK ETF TRfintech innova | $198,000 | – | 3,883 | +100.0% | 0.05% | – |
| RPM | RPM INTL INC | $194,000 | +1.0% | 2,111 | 0.0% | 0.05% | -46.8% | |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $190,000 | +955.6% | 4,271 | +875.1% | 0.05% | +444.4% |
| USMF | New | WISDOMTREE TRus multifactor | $187,000 | – | 4,947 | +100.0% | 0.05% | – |
| MU | Buy | MICRON TECHNOLOGY INC | $186,000 | +304.3% | 2,110 | +246.5% | 0.05% | +108.7% |
| BWA | BORGWARNER INC | $184,000 | +20.3% | 3,972 | 0.0% | 0.05% | -36.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $182,000 | +10.3% | 968 | 0.0% | 0.05% | -42.0% | |
| UBER | Buy | UBER TECHNOLOGIES INC | $180,000 | +25.0% | 3,307 | +17.4% | 0.05% | -33.8% |
| SGEN | SEAGEN INC | $176,000 | -20.7% | 1,266 | 0.0% | 0.05% | -57.8% | |
| SIGI | New | SELECTIVE INS GROUP INC | $178,000 | – | 2,449 | +100.0% | 0.05% | – |
| AXTA | AXALTA COATING SYS LTD | $177,000 | +3.5% | 5,990 | 0.0% | 0.05% | -45.2% | |
| IWV | Buy | ISHARES TRrussell 3000 etf | $176,000 | +1253.8% | 740 | +1175.9% | 0.05% | +666.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $178,000 | +158.0% | 479 | +141.9% | 0.05% | +35.3% |
| ES | New | EVERSOURCE ENERGY | $177,000 | – | 2,039 | +100.0% | 0.05% | – |
| SDY | Buy | SPDR SER TRs&p divid etf | $178,000 | +381.1% | 1,508 | +330.9% | 0.05% | +155.6% |
| ARKK | Buy | ARK ETF TRinnovation etf | $174,000 | +596.0% | 1,449 | +624.5% | 0.04% | +275.0% |
| ICLN | New | ISHARES TRgl clean ene etf | $175,000 | – | 7,203 | +100.0% | 0.04% | – |
| AVY | Buy | AVERY DENNISON CORP | $174,000 | +152.2% | 950 | +113.5% | 0.04% | +32.4% |
| FTNT | New | FORTINET INC | $175,000 | – | 947 | +100.0% | 0.04% | – |
| ANET | ARISTA NETWORKS INC | $171,000 | +3.6% | 567 | 0.0% | 0.04% | -45.7% | |
| TT | TRANE TECHNOLOGIES PLC | $169,000 | +14.2% | 1,020 | 0.0% | 0.04% | -39.7% | |
| PDI | Sell | PIMCO DYNAMIC INCOME FD | $166,000 | -8.8% | 5,888 | -14.4% | 0.04% | -51.7% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $166,000 | +38.3% | 1,189 | +8.0% | 0.04% | -27.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $165,000 | +12.2% | 415 | +6.1% | 0.04% | -40.3% |
| DVY | Buy | ISHARES TRselect divid etf | $163,000 | +94.0% | 1,433 | +64.5% | 0.04% | +2.4% |
| KKR | Buy | KKR & CO INC | $163,000 | +27.3% | 3,331 | +5.5% | 0.04% | -33.3% |
| SONY | Buy | SONY CORPsponsored adr | $162,000 | +9.5% | 1,528 | +4.7% | 0.04% | -42.5% |
| BAB | New | INVESCO EXCH TRADED FD TR IItaxable mun bd | $158,000 | – | 4,924 | +100.0% | 0.04% | – |
| ORCL | Buy | ORACLE CORP | $158,000 | +2533.3% | 2,246 | +2289.4% | 0.04% | +1266.7% |
| ANTM | ANTHEM INC | $154,000 | +12.4% | 428 | 0.0% | 0.04% | -40.3% | |
| WYNN | Buy | WYNN RESORTS LTD | $155,000 | +33.6% | 1,233 | +19.5% | 0.04% | -29.8% |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $154,000 | – | 2,257 | +100.0% | 0.04% | – |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $154,000 | +29.4% | 845 | +50.9% | 0.04% | -31.0% |
| CL | COLGATE PALMOLIVE CO | $152,000 | -7.9% | 1,927 | 0.0% | 0.04% | -51.9% | |
| SRE | Buy | SEMPRA ENERGY | $146,000 | +124.6% | 1,104 | +116.9% | 0.04% | +18.8% |
| COP | Buy | CONOCOPHILLIPS | $141,000 | +85.5% | 2,658 | +40.2% | 0.04% | 0.0% |
| PFS | New | PROVIDENT FINL SVCS INC | $141,000 | – | 6,337 | +100.0% | 0.04% | – |
| ED | New | CONSOLIDATED EDISON INC | $144,000 | – | 1,927 | +100.0% | 0.04% | – |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $140,000 | – | 1,522 | +100.0% | 0.04% | – |
| UCTT | ULTRA CLEAN HLDGS INC | $139,000 | +85.3% | 2,400 | 0.0% | 0.04% | -2.7% | |
| MAIN | Buy | MAIN STR CAP CORP | $139,000 | +41.8% | 3,561 | +17.6% | 0.04% | -25.0% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $139,000 | -20.6% | 1,778 | -16.5% | 0.04% | -58.1% |
| IT | GARTNER INC | $133,000 | +14.7% | 726 | 0.0% | 0.04% | -38.6% | |
| PSX | Buy | PHILLIPS 66 | $134,000 | +38.1% | 1,648 | +18.6% | 0.04% | -27.1% |
| SIMS | New | SPDR SER TRs&p kensho intlg | $135,000 | – | 2,977 | +100.0% | 0.04% | – |
| LOGI | LOGITECH INTL S A | $135,000 | +7.1% | 1,295 | 0.0% | 0.04% | -43.5% | |
| AEP | New | AMERICAN ELEC PWR CO INC | $135,000 | – | 1,592 | +100.0% | 0.04% | – |
| WEC | WEC ENERGY GROUP INC | $131,000 | +2.3% | 1,395 | 0.0% | 0.03% | -46.0% | |
| EPS | New | WISDOMTREE TRus largecap fund | $129,000 | – | 2,974 | +100.0% | 0.03% | – |
| IR | INGERSOLL RAND INC | $130,000 | +8.3% | 2,639 | 0.0% | 0.03% | -42.4% | |
| CHE | New | CHEMED CORP NEW | $126,000 | – | 275 | +100.0% | 0.03% | – |
| LRCX | New | LAM RESEARCH CORP | $126,000 | – | 212 | +100.0% | 0.03% | – |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $124,000 | +82.4% | 1,608 | +69.6% | 0.03% | -3.0% |
| GTY | New | GETTY RLTY CORP NEW | $125,000 | – | 4,414 | +100.0% | 0.03% | – |
| AVLR | AVALARA INC | $124,000 | -19.0% | 929 | 0.0% | 0.03% | -57.3% | |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $123,000 | +232.4% | 1,952 | +266.2% | 0.03% | +77.8% |
| PLD | PROLOGIS INC. | $125,000 | +5.9% | 1,182 | 0.0% | 0.03% | -44.8% | |
| CONE | CYRUSONE INC | $121,000 | -7.6% | 1,786 | 0.0% | 0.03% | -51.6% | |
| IDXX | New | IDEXX LABS INC | $119,000 | – | 243 | +100.0% | 0.03% | – |
| PCAR | New | PACCAR INC | $120,000 | – | 1,295 | +100.0% | 0.03% | – |
| DLTR | Buy | DOLLAR TREE INC | $116,000 | +8.4% | 1,013 | +2.0% | 0.03% | -43.4% |
| LYFT | New | LYFT INC | $116,000 | – | 1,829 | +100.0% | 0.03% | – |
| CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $117,000 | -10.0% | 1,400 | -10.9% | 0.03% | -53.1% |
| WAB | Buy | WABTEC | $111,000 | +9.9% | 1,405 | +2.2% | 0.03% | -42.0% |
| DG | Buy | DOLLAR GEN CORP NEW | $110,000 | -1.8% | 542 | +1.7% | 0.03% | -47.3% |
| PSA | Buy | PUBLIC STORAGE | $111,000 | +7.8% | 451 | +0.7% | 0.03% | -43.1% |
| GLD | New | SPDR GOLD TR | $110,000 | – | 688 | +100.0% | 0.03% | – |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $113,000 | +109.3% | 1,006 | +147.8% | 0.03% | +7.4% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $110,000 | +20.9% | 1,183 | +20.3% | 0.03% | -35.6% |
| PROSPECT CAP CORPnote 6.375% 3/0 | $108,000 | +4.9% | 100,000 | 0.0% | 0.03% | -45.1% | ||
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $108,000 | – | 3,050 | +100.0% | 0.03% | – |
| ETR | New | ENTERGY CORP NEW | $108,000 | – | 1,081 | +100.0% | 0.03% | – |
| D | Buy | DOMINION ENERGY INC | $102,000 | +1357.1% | 1,347 | +1333.0% | 0.03% | +800.0% |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $103,000 | – | 1,507 | +100.0% | 0.03% | – |
| IBN | ICICI BANK LIMITEDadr | $103,000 | +7.3% | 6,437 | 0.0% | 0.03% | -42.6% | |
| GE | Buy | GENERAL ELECTRIC CO | $100,000 | +400.0% | 7,598 | +319.8% | 0.03% | +160.0% |
| TGT | Buy | TARGET CORP | $101,000 | +74.1% | 512 | +56.1% | 0.03% | -7.1% |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $99,000 | – | 309 | +100.0% | 0.03% | – |
| VLUE | New | ISHARES TRmsci usa value | $99,000 | – | 966 | +100.0% | 0.03% | – |
| DRE | DUKE REALTY CORP | $97,000 | +4.3% | 2,324 | 0.0% | 0.02% | -45.7% | |
| QCOM | Buy | QUALCOMM INC | $95,000 | +216.7% | 713 | +256.5% | 0.02% | +66.7% |
| SAP | SAP SEspon adr | $96,000 | -5.9% | 785 | 0.0% | 0.02% | -50.0% | |
| GPN | New | GLOBAL PMTS INC | $91,000 | – | 450 | +100.0% | 0.02% | – |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $91,000 | +333.3% | 534 | +327.2% | 0.02% | +140.0% |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $91,000 | – | 641 | +100.0% | 0.02% | – |
| PKG | PACKAGING CORP AMER | $94,000 | -2.1% | 696 | 0.0% | 0.02% | -48.9% | |
| WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $93,000 | +9.4% | 405 | +0.2% | 0.02% | -42.9% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $92,000 | +53.3% | 888 | +36.2% | 0.02% | -17.2% |
| ALL | New | ALLSTATE CORP | $90,000 | – | 779 | +100.0% | 0.02% | – |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $88,000 | +214.3% | 522 | +194.9% | 0.02% | +64.3% |
| TJX | Buy | TJX COS INC NEW | $87,000 | +64.2% | 1,320 | +71.0% | 0.02% | -11.5% |
| HSY | HERSHEY CO | $90,000 | +3.4% | 572 | 0.0% | 0.02% | -46.5% | |
| HQH | Buy | TEKLA HEALTHCARE INVSsh ben int | $89,000 | +304.5% | 3,637 | +300.6% | 0.02% | +109.1% |
| CERN | CERNER CORP | $88,000 | -8.3% | 1,226 | 0.0% | 0.02% | -51.1% | |
| VPU | New | VANGUARD WORLD FDSutilities etf | $89,000 | – | 631 | +100.0% | 0.02% | – |
| ARES | Buy | ARES MANAGEMENT CORPORATION | $89,000 | +187.1% | 1,595 | +138.4% | 0.02% | +53.3% |
| RACE | Buy | FERRARI N V | $84,000 | +180.0% | 399 | +204.6% | 0.02% | +46.7% |
| MTD | METTLER TOLEDO INTERNATIONAL | $86,000 | +2.4% | 74 | 0.0% | 0.02% | -46.3% | |
| DGRE | New | WISDOMTREE TRem mkts qtly div | $85,000 | – | 2,867 | +100.0% | 0.02% | – |
| APH | Buy | AMPHENOL CORP NEWcl a | $83,000 | +1.2% | 1,252 | +100.0% | 0.02% | -45.0% |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $84,000 | – | 873 | +100.0% | 0.02% | – |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $83,000 | -71.3% | 639 | -69.4% | 0.02% | -84.5% |
| IHE | New | ISHARES TRu.s. pharma etf | $81,000 | – | 458 | +100.0% | 0.02% | – |
| DUK | New | DUKE ENERGY CORP NEW | $79,000 | – | 814 | +100.0% | 0.02% | – |
| XEL | XCEL ENERGY INC | $82,000 | -1.2% | 1,240 | 0.0% | 0.02% | -48.8% | |
| IQDG | New | WISDOMTREE TRintl qulty div | $82,000 | – | 2,223 | +100.0% | 0.02% | – |
| F | Buy | FORD MTR CO DEL | $80,000 | +900.0% | 6,522 | +624.7% | 0.02% | +425.0% |
| WFIG | New | WISDOMTREE TRus corp bond fd | $81,000 | – | 1,550 | +100.0% | 0.02% | – |
| MBB | New | ISHARES TRmbs etf | $79,000 | – | 726 | +100.0% | 0.02% | – |
| ARKW | Buy | ARK ETF TRnext gnrtn inter | $81,000 | +179.3% | 550 | +175.0% | 0.02% | +50.0% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $82,000 | +46.4% | 437 | +37.9% | 0.02% | -25.0% |
| TDOC | Buy | TELADOC HEALTH INC | $77,000 | +220.8% | 423 | +258.5% | 0.02% | +66.7% |
| BBP | Sell | ETFIS SER TR Ivirtus lifesc bt | $76,000 | -14.6% | 1,455 | -12.8% | 0.02% | -54.5% |
| LDUR | PIMCO ETF TRenhncd lw dur ac | $76,000 | 0.0% | 744 | 0.0% | 0.02% | -45.9% | |
| VLO | VALERO ENERGY CORP | $72,000 | +26.3% | 1,000 | 0.0% | 0.02% | -32.1% | |
| SLG | New | SL GREEN RLTY CORP | $73,000 | – | 1,043 | +100.0% | 0.02% | – |
| TFC | New | TRUIST FINL CORP | $73,000 | – | 1,253 | +100.0% | 0.02% | – |
| WPC | New | WP CAREY INC | $75,000 | – | 1,062 | +100.0% | 0.02% | – |
| ICLR | ICON PLC | $73,000 | 0.0% | 372 | 0.0% | 0.02% | -47.2% | |
| RWL | New | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $72,000 | – | 1,040 | +100.0% | 0.02% | – |
| DBP | New | INVESCO DB MULTI-SECTOR COMMprecious metal | $74,000 | – | 1,570 | +100.0% | 0.02% | – |
| XSOE | New | WISDOMTREE TRem ex st-owned | $72,000 | – | 1,763 | +100.0% | 0.02% | – |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $75,000 | -54.8% | 554 | -47.4% | 0.02% | -76.8% |
| LMT | Buy | LOCKHEED MARTIN CORP | $75,000 | +226.1% | 204 | +209.1% | 0.02% | +72.7% |
| IUSV | New | ISHARES TRcore s&p us vlu | $68,000 | – | 986 | +100.0% | 0.02% | – |
| NUE | New | NUCOR CORP | $68,000 | – | 846 | +100.0% | 0.02% | – |
| CLX | Buy | CLOROX CO DEL | $69,000 | -4.2% | 356 | +0.3% | 0.02% | -48.6% |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $69,000 | – | 953 | +100.0% | 0.02% | – |
| GM | Buy | GENERAL MTRS CO | $65,000 | +2066.7% | 1,123 | +1253.0% | 0.02% | +1600.0% |
| TD | Buy | TORONTO DOMINION BK ONT | $67,000 | +123.3% | 1,031 | +96.4% | 0.02% | +13.3% |
| TMUS | T-MOBILE US INC | $67,000 | -6.9% | 534 | 0.0% | 0.02% | -51.4% | |
| JMIA | Buy | JUMIA TECHNOLOGIES AGsponsored ads | $67,000 | +19.6% | 1,900 | +35.7% | 0.02% | -39.3% |
| INFY | INFOSYS LTDsponsored adr | $65,000 | +10.2% | 3,470 | 0.0% | 0.02% | -41.4% | |
| APTV | APTIV PLC | $64,000 | +6.7% | 464 | 0.0% | 0.02% | -41.4% | |
| ROST | ROSS STORES INC | $67,000 | -2.9% | 561 | 0.0% | 0.02% | -50.0% | |
| EQIX | EQUINIX INC | $67,000 | -5.6% | 99 | 0.0% | 0.02% | -51.4% | |
| SIRI | New | SIRIUS XM HOLDINGS INC | $65,000 | – | 10,631 | +100.0% | 0.02% | – |
| KWEB | Buy | KRANESHARES TRcsi chi internet | $66,000 | +6.5% | 864 | +7.6% | 0.02% | -43.3% |
| ETSY | Buy | ETSY INC | $64,000 | +481.8% | 317 | +428.3% | 0.02% | +240.0% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $65,000 | +1.6% | 999 | +0.2% | 0.02% | -45.2% |
| PINS | Buy | PINTEREST INCcl a | $60,000 | +757.1% | 805 | +705.0% | 0.02% | +433.3% |
| IHDG | New | WISDOMTREE TRitl hdg qtly div | $63,000 | – | 1,535 | +100.0% | 0.02% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $60,000 | – | 1,917 | +100.0% | 0.02% | – |
| WFC | Buy | WELLS FARGO CO NEW | $61,000 | +103.3% | 1,550 | +57.8% | 0.02% | +6.7% |
| CBSH | COMMERCE BANCSHARES INC | $62,000 | +17.0% | 811 | 0.0% | 0.02% | -38.5% | |
| FRT | New | FEDERAL RLTY INVT TRsh ben int new | $61,000 | – | 604 | +100.0% | 0.02% | – |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $63,000 | +46.5% | 1,916 | +49.2% | 0.02% | -23.8% |
| IQV | IQVIA HLDGS INC | $60,000 | +9.1% | 309 | 0.0% | 0.02% | -40.7% | |
| IYM | New | ISHARES TRu.s. bas mtl etf | $63,000 | – | 500 | +100.0% | 0.02% | – |
| TDG | New | TRANSDIGM GROUP INC | $58,000 | – | 99 | +100.0% | 0.02% | – |
| DGS | New | WISDOMTREE TRemg mkts smcap | $58,000 | – | 1,128 | +100.0% | 0.02% | – |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $59,000 | +37.2% | 1,512 | +22.7% | 0.02% | -28.6% |
| BIO | BIO RAD LABS INCcl a | $57,000 | -1.7% | 100 | 0.0% | 0.02% | -46.4% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $57,000 | +5.6% | 309 | 0.0% | 0.02% | -44.4% | |
| BKR | BAKER HUGHES COMPANYcl a | $58,000 | +3.6% | 2,703 | 0.0% | 0.02% | -46.4% | |
| DOX | Buy | AMDOCS LTD | $56,000 | -1.8% | 802 | +0.1% | 0.02% | -46.4% |
| AMGN | Buy | AMGEN INC | $58,000 | +625.0% | 234 | +609.1% | 0.02% | +275.0% |
| UAL | Sell | UNITED AIRLS HLDGS INC | $53,000 | -3.6% | 920 | -27.6% | 0.01% | -48.1% |
| IHG | INTERCONTINENTAL HOTELS GROUsponsored ads | $55,000 | +5.8% | 803 | 0.0% | 0.01% | -46.2% | |
| UBS AG LONDON BRANCHen lg cp grwth | $53,000 | +1.9% | 94 | 0.0% | 0.01% | -46.2% | ||
| PHK | Buy | PIMCO HIGH INCOME FD | $55,000 | +48.6% | 8,120 | +32.9% | 0.01% | -22.2% |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $53,000 | +152.4% | 4,201 | +113.2% | 0.01% | +40.0% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $54,000 | +58.8% | 624 | +45.1% | 0.01% | -17.6% |
| BJK | New | VANECK VECTORS ETF TRgaming etf | $54,000 | – | 1,014 | +100.0% | 0.01% | – |
| MPC | MARATHON PETE CORP | $53,000 | +29.3% | 1,000 | 0.0% | 0.01% | -30.0% | |
| HYZD | New | WISDOMTREE TRhedged hi yld bd | $52,000 | – | 2,331 | +100.0% | 0.01% | – |
| IVE | Buy | ISHARES TRs&p 500 val etf | $55,000 | +10.0% | 391 | +0.5% | 0.01% | -44.0% |
| SNAP | New | SNAP INCcl a | $52,000 | – | 1,000 | +100.0% | 0.01% | – |
| WFHY | New | WISDOMTREE TRus hgh yld corp | $55,000 | – | 1,053 | +100.0% | 0.01% | – |
| AER | AERCAP HOLDINGS NV | $51,000 | +27.5% | 871 | 0.0% | 0.01% | -35.0% | |
| SNOW | Buy | SNOWFLAKE INCcl a | $49,000 | +96.0% | 212 | +135.6% | 0.01% | +8.3% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $50,000 | -45.1% | 155 | -48.3% | 0.01% | -71.1% |
| SO | Buy | SOUTHERN CO | $51,000 | +155.0% | 822 | +146.8% | 0.01% | +30.0% |
| NYC | Buy | NEW YORK CITY REIT INC | $49,000 | +345.5% | 5,718 | +324.5% | 0.01% | +160.0% |
| EBAY | New | EBAY INC. | $51,000 | – | 837 | +100.0% | 0.01% | – |
| LVS | Buy | LAS VEGAS SANDS CORP | $50,000 | +38.9% | 823 | +37.6% | 0.01% | -27.8% |
| JETS | New | ETF SER SOLUTIONSus glb jets | $51,000 | – | 1,891 | +100.0% | 0.01% | – |
| IBBJ | Buy | ETF SER SOLUTIONSdfianc nq jr bt | $50,000 | +257.1% | 1,500 | +275.0% | 0.01% | +85.7% |
| VNO | New | VORNADO RLTY TRsh ben int | $47,000 | – | 1,026 | +100.0% | 0.01% | – |
| PBJ | New | INVESCO EXCHANGE TRADED FD Tdynmc food bev | $48,000 | – | 1,202 | +100.0% | 0.01% | – |
| MVIS | Sell | MICROVISION INC DEL | $46,000 | +70.4% | 2,500 | -50.0% | 0.01% | -7.7% |
| BHP | Buy | BHP GROUP LTDsponsored ads | $46,000 | +7.0% | 659 | +0.5% | 0.01% | -42.9% |
| ABNB | Buy | AIRBNB INC | $48,000 | +585.7% | 255 | +410.0% | 0.01% | +300.0% |
| MINT | PIMCO ETF TRenhan shrt ma ac | $48,000 | 0.0% | 470 | 0.0% | 0.01% | -50.0% | |
| GS | Buy | GOLDMAN SACHS GROUP INC | $46,000 | +76.9% | 142 | +46.4% | 0.01% | -7.7% |
| PRU | Buy | PRUDENTIAL FINL INC | $48,000 | +71.4% | 531 | +49.2% | 0.01% | -14.3% |
| QURE | UNIQURE NV | $46,000 | -8.0% | 1,377 | 0.0% | 0.01% | -52.0% | |
| ROCK | New | GIBRALTAR INDS INC | $46,000 | – | 500 | +100.0% | 0.01% | – |
| MSEX | New | MIDDLESEX WTR CO | $47,000 | – | 600 | +100.0% | 0.01% | – |
| ROK | ROCKWELL AUTOMATION INC | $45,000 | +4.7% | 170 | 0.0% | 0.01% | -42.9% | |
| RIOT | Buy | RIOT BLOCKCHAIN INC | $45,000 | +542.9% | 850 | +112.5% | 0.01% | +300.0% |
| WFH | Buy | DIREXION SHS ETF TRwork from home | $48,000 | +140.0% | 700 | +133.3% | 0.01% | +20.0% |
| GIS | GENERAL MLS INC | $45,000 | +2.3% | 740 | 0.0% | 0.01% | -45.5% | |
| XRT | New | SPDR SER TRs&p retail etf | $48,000 | – | 542 | +100.0% | 0.01% | – |
| HELE | New | HELEN OF TROY LTD | $42,000 | – | 200 | +100.0% | 0.01% | – |
| A | Buy | AGILENT TECHNOLOGIES INC | $41,000 | +583.3% | 326 | +552.0% | 0.01% | +266.7% |
| ITA | ISHARES TRus aer def etf | $42,000 | +10.5% | 400 | 0.0% | 0.01% | -42.1% | |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $41,000 | – | 545 | +100.0% | 0.01% | – |
| SHM | SPDR SER TRnuveen blmbrg sr | $42,000 | 0.0% | 852 | 0.0% | 0.01% | -47.6% | |
| CVS | Buy | CVS HEALTH CORP | $42,000 | +16.7% | 560 | +5.1% | 0.01% | -38.9% |
| CLLS | CELLECTIS S Aspon ads | $41,000 | -25.5% | 2,035 | 0.0% | 0.01% | -59.3% | |
| AAWW | New | ATLAS AIR WORLDWIDE HLDGS IN | $42,000 | – | 700 | +100.0% | 0.01% | – |
| WKHS | New | WORKHORSE GROUP INC | $39,000 | – | 2,843 | +100.0% | 0.01% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $37,000 | – | 200 | +100.0% | 0.01% | – |
| CDW | Sell | CDW CORP | $38,000 | +18.8% | 229 | -5.0% | 0.01% | -37.5% |
| DLS | New | WISDOMTREE TRintl smcap div | $39,000 | – | 538 | +100.0% | 0.01% | – |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $39,000 | 0.0% | 800 | 0.0% | 0.01% | -47.4% | |
| TRV | New | TRAVELERS COMPANIES INC | $38,000 | – | 250 | +100.0% | 0.01% | – |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $40,000 | +81.8% | 273 | +72.8% | 0.01% | -9.1% |
| RIO | RIO TINTO PLCsponsored adr | $37,000 | +2.8% | 473 | 0.0% | 0.01% | -44.4% | |
| SMH | Buy | VANECK VECTORS ETF TRsemiconductor et | $37,000 | +428.6% | 152 | +347.1% | 0.01% | +233.3% |
| AMCR | Buy | AMCOR PLCord | $39,000 | +129.4% | 3,344 | +134.8% | 0.01% | +25.0% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $40,000 | +8.1% | 4,632 | +6.2% | 0.01% | -44.4% |
| PSK | SPDR SER TRwells fg pfd etf | $37,000 | -2.6% | 858 | 0.0% | 0.01% | -47.4% | |
| DAL | New | DELTA AIR LINES INC DEL | $39,000 | – | 800 | +100.0% | 0.01% | – |
| ABB | ABB LTDsponsored adr | $40,000 | +8.1% | 1,316 | 0.0% | 0.01% | -44.4% | |
| PAGS | PAGSEGURO DIGITAL LTD | $37,000 | -19.6% | 800 | 0.0% | 0.01% | -56.5% | |
| GRFS | GRIFOLS S Asp adr rep b nvt | $38,000 | -5.0% | 2,178 | 0.0% | 0.01% | -50.0% | |
| NVS | Buy | NOVARTIS AGsponsored adr | $39,000 | +200.0% | 455 | +222.7% | 0.01% | +66.7% |
| NOK | Buy | NOKIA CORPsponsored adr | $37,000 | +2.8% | 9,281 | +0.3% | 0.01% | -44.4% |
| AIG | Buy | AMERICAN INTL GROUP INC | $40,000 | +185.7% | 866 | +139.2% | 0.01% | +42.9% |
| IPAY | Buy | ETF MANAGERS TRprime mobile pay | $40,000 | +185.7% | 596 | +179.8% | 0.01% | +42.9% |
| CTVA | Buy | CORTEVA INC | $40,000 | +122.2% | 857 | +81.2% | 0.01% | +11.1% |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $37,000 | – | 1,394 | +100.0% | 0.01% | – |
| ROKU | Buy | ROKU INC | $38,000 | +65.2% | 116 | +65.7% | 0.01% | -9.1% |
| BGCP | New | BGC PARTNERS INCcl a | $35,000 | – | 7,250 | +100.0% | 0.01% | – |
| IYH | Buy | ISHARES TRus hlthcare etf | $33,000 | +3.1% | 129 | +0.8% | 0.01% | -43.8% |
| SQM | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $33,000 | +6.5% | 624 | 0.0% | 0.01% | -40.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $33,000 | 0.0% | 100 | 0.0% | 0.01% | -43.8% | |
| SYY | SYSCO CORP | $36,000 | +5.9% | 453 | 0.0% | 0.01% | -47.1% | |
| TTE | TOTAL SEsponsored ads | $36,000 | +12.5% | 763 | 0.0% | 0.01% | -43.8% | |
| CLOU | Buy | GLOBAL X FDS | $34,000 | +21.4% | 1,311 | +30.8% | 0.01% | -35.7% |
| BUG | Buy | GLOBAL X FDScybrscurty etf | $34,000 | +240.0% | 1,354 | +282.5% | 0.01% | +80.0% |
| GLPG | GALAPAGOS NVspon adr | $33,000 | -23.3% | 434 | 0.0% | 0.01% | -57.1% | |
| LJPC | Sell | LA JOLLA PHARMACEUTICAL CO | $34,000 | -5.6% | 8,000 | -14.9% | 0.01% | -50.0% |
| BBC | Buy | ETFIS SER TR Ivirtus lifesc ct | $36,000 | +1100.0% | 709 | +958.2% | 0.01% | +800.0% |
| VHT | New | VANGUARD WORLD FDShealth car etf | $36,000 | – | 159 | +100.0% | 0.01% | – |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $34,000 | +21.4% | 1,830 | +9.5% | 0.01% | -35.7% |
| REGN | REGENERON PHARMACEUTICALS | $33,000 | -2.9% | 70 | 0.0% | 0.01% | -47.1% | |
| DWMF | New | WISDOMTREE TRintk mltifactr | $34,000 | – | 1,324 | +100.0% | 0.01% | – |
| XBUY | New | AMPLIFY ETF TRintl online | $36,000 | – | 681 | +100.0% | 0.01% | – |
| OEC | New | ORION ENGINEERED CARBONS S A | $35,000 | – | 1,800 | +100.0% | 0.01% | – |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $35,000 | – | 2,055 | +100.0% | 0.01% | – |
| PPL | PPL CORP | $34,000 | +3.0% | 1,178 | 0.0% | 0.01% | -43.8% | |
| IWB | New | ISHARES TRrus 1000 etf | $34,000 | – | 153 | +100.0% | 0.01% | – |
| PRNT | New | ARK ETF TR3d printing etf | $30,000 | – | 765 | +100.0% | 0.01% | – |
| GILD | Sell | GILEAD SCIENCES INC | $32,000 | -38.5% | 496 | -44.7% | 0.01% | -69.2% |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $29,000 | – | 237 | +100.0% | 0.01% | – |
| DISCK | New | DISCOVERY INC | $30,000 | – | 800 | +100.0% | 0.01% | – |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $32,000 | – | 590 | +100.0% | 0.01% | – |
| PFG | New | PRINCIPAL FINANCIAL GROUP IN | $30,000 | – | 506 | +100.0% | 0.01% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $29,000 | – | 458 | +100.0% | 0.01% | – |
| HAS | New | HASBRO INC | $31,000 | – | 325 | +100.0% | 0.01% | – |
| NAD | New | NUVEEN QUALITY MUNCP INCOME | $32,000 | – | 2,142 | +100.0% | 0.01% | – |
| FVRR | New | FIVERR INTL LTD | $29,000 | – | 135 | +100.0% | 0.01% | – |
| PLUG | Sell | PLUG POWER INC | $32,000 | -5.9% | 900 | -10.0% | 0.01% | -52.9% |
| BCE | New | BCE INC | $31,000 | – | 684 | +100.0% | 0.01% | – |
| VEEV | VEEVA SYS INC | $31,000 | -6.1% | 120 | 0.0% | 0.01% | -50.0% | |
| GOLD | New | BARRICK GOLD CORP | $32,000 | – | 1,605 | +100.0% | 0.01% | – |
| ERIC | ERICSSONadr b sek 10 | $31,000 | +10.7% | 2,382 | 0.0% | 0.01% | -42.9% | |
| PSO | Buy | PEARSON PLCsponsored adr | $29,000 | +38.1% | 2,703 | +20.0% | 0.01% | -20.0% |
| EXAS | New | EXACT SCIENCES CORP | $30,000 | – | 231 | +100.0% | 0.01% | – |
| IYT | New | ISHARES TRtrans avg etf | $32,000 | – | 125 | +100.0% | 0.01% | – |
| FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $29,000 | +383.3% | 700 | +366.7% | 0.01% | +166.7% |
| FIVE | New | FIVE BELOW INC | $29,000 | – | 150 | +100.0% | 0.01% | – |
| VERU | Buy | VERU INC | $26,000 | +1200.0% | 2,395 | +877.6% | 0.01% | +600.0% |
| DHR | DANAHER CORPORATION | $26,000 | 0.0% | 116 | 0.0% | 0.01% | -46.2% | |
| MRNA | Buy | MODERNA INC | $26,000 | +23.8% | 201 | +0.5% | 0.01% | -30.0% |
| DLR | New | DIGITAL RLTY TR INC | $27,000 | – | 193 | +100.0% | 0.01% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $27,000 | – | 300 | +100.0% | 0.01% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $26,000 | – | 331 | +100.0% | 0.01% | – |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $28,000 | – | 528 | +100.0% | 0.01% | – |
| APPN | New | APPIAN CORPcl a | $27,000 | – | 200 | +100.0% | 0.01% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $27,000 | – | 320 | +100.0% | 0.01% | – |
| WATT | Sell | ENERGOUS CORP | $28,000 | +100.0% | 6,850 | -13.8% | 0.01% | 0.0% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $27,000 | +58.8% | 752 | +67.1% | 0.01% | -12.5% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $27,000 | +58.8% | 691 | +46.1% | 0.01% | -12.5% |
| PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $26,000 | -48.0% | 1,360 | -47.7% | 0.01% | -72.0% |
| PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $27,000 | +200.0% | 1,000 | +207.7% | 0.01% | +75.0% |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $28,000 | +27.3% | 787 | 0.0% | 0.01% | -36.4% | |
| BKNG | New | BOOKING HOLDINGS INC | $26,000 | – | 11 | +100.0% | 0.01% | – |
| VIAV | Buy | VIAVI SOLUTIONS INC | $28,000 | +600.0% | 1,800 | +500.0% | 0.01% | +250.0% |
| MGYR | New | MAGYAR BANCORP INC | $28,000 | – | 2,000 | +100.0% | 0.01% | – |
| DHI | Sell | D R HORTON INC | $27,000 | -34.1% | 300 | -50.0% | 0.01% | -65.0% |
| WTRG | Buy | ESSENTIAL UTILS INC | $25,000 | -3.8% | 553 | +0.5% | 0.01% | -53.8% |
| AMLP | New | ALPS ETF TRalerian mlp | $24,000 | – | 796 | +100.0% | 0.01% | – |
| YOLO | New | ADVISORSHARES TRpure cannabis | $22,000 | – | 929 | +100.0% | 0.01% | – |
| AMRX | New | AMNEAL PHARMACEUTICALS INC | $24,000 | – | 3,500 | +100.0% | 0.01% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $25,000 | – | 166 | +100.0% | 0.01% | – |
| CCIV | New | CHURCHILL CAPITAL CORP IVcl a | $25,000 | – | 1,085 | +100.0% | 0.01% | – |
| COUP | New | COUPA SOFTWARE INC | $22,000 | – | 85 | +100.0% | 0.01% | – |
| APPS | Sell | DIGITAL TURBINE INC | $22,000 | -21.4% | 275 | -45.0% | 0.01% | -57.1% |
| ITEQ | Buy | ETF MANAGERS TRbluestar israel | $22,000 | +340.0% | 338 | +344.7% | 0.01% | +200.0% |
| GDS | GDS HLDGS LTDsponsored ads | $24,000 | -14.3% | 300 | 0.0% | 0.01% | -57.1% | |
| GWPH | GW PHARMACEUTICALS PLCads | $22,000 | +83.3% | 100 | 0.0% | 0.01% | 0.0% | |
| PAVE | GLOBAL X FDSus infr dev etf | $25,000 | +19.0% | 1,000 | 0.0% | 0.01% | -40.0% | |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $25,000 | – | 191 | +100.0% | 0.01% | – |
| ILCG | ISHARES TRmorningstar grwt | $24,000 | 0.0% | 83 | 0.0% | 0.01% | -50.0% | |
| IWN | ISHARES TRrus 2000 val etf | $23,000 | +21.1% | 145 | 0.0% | 0.01% | -33.3% | |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $22,000 | +69.2% | 170 | +54.5% | 0.01% | 0.0% |
| KBNT | New | KUBIENT INC | $22,000 | – | 3,000 | +100.0% | 0.01% | – |
| MET | New | METLIFE INC | $22,000 | – | 354 | +100.0% | 0.01% | – |
| ORMP | Buy | ORAMED PHARMACEUTICALS INC | $23,000 | +187.5% | 2,300 | +17.9% | 0.01% | +50.0% |
| TLK | P T TELEKOMUNIKASI INDONESIAsponsored adr | $25,000 | 0.0% | 1,047 | 0.0% | 0.01% | -50.0% | |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $23,000 | – | 175 | +100.0% | 0.01% | – |
| SHAK | New | SHAKE SHACK INCcl a | $23,000 | – | 200 | +100.0% | 0.01% | – |
| USFR | New | WISDOMTREE TRfloatng rat trea | $22,000 | – | 884 | +100.0% | 0.01% | – |
| CPRI | New | CAPRI HOLDINGS LIMITED | $24,000 | – | 473 | +100.0% | 0.01% | – |
| PNR | New | PENTAIR PLC | $22,000 | – | 350 | +100.0% | 0.01% | – |
| RF | REGIONS FINANCIAL CORP NEW | $19,000 | +35.7% | 896 | 0.0% | 0.01% | -28.6% | |
| BP | Buy | BP PLCsponsored adr | $21,000 | +61.5% | 878 | +39.6% | 0.01% | -16.7% |
| SLCA | U S SILICA HLDGS INC | $19,000 | +72.7% | 1,557 | 0.0% | 0.01% | 0.0% | |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $21,000 | +320.0% | 503 | +289.9% | 0.01% | +150.0% |
| CHD | CHURCH & DWIGHT INC | $19,000 | 0.0% | 214 | 0.0% | 0.01% | -44.4% | |
| GD | GENERAL DYNAMICS CORP | $21,000 | +16.7% | 118 | 0.0% | 0.01% | -44.4% | |
| PAYX | New | PAYCHEX INC | $19,000 | – | 198 | +100.0% | 0.01% | – |
| SOXX | New | ISHARES TRphlx semicnd etf | $18,000 | – | 42 | +100.0% | 0.01% | – |
| CAG | New | CONAGRA BRANDS INC | $19,000 | – | 503 | +100.0% | 0.01% | – |
| CNOB | Sell | CONNECTONE BANCORP INC | $20,000 | -98.7% | 783 | -99.0% | 0.01% | -99.3% |
| VTRS | Sell | VIATRIS INC | $19,000 | -48.6% | 1,352 | -31.4% | 0.01% | -72.2% |
| HTGC | Buy | HERCULES CAPITAL INC | $18,000 | +80.0% | 1,093 | +61.2% | 0.01% | 0.0% |
| BAX | BAXTER INTL INC | $19,000 | +5.6% | 220 | 0.0% | 0.01% | -44.4% | |
| DGX | QUEST DIAGNOSTICS INC | $18,000 | +5.9% | 140 | 0.0% | 0.01% | -37.5% | |
| MAC | New | MACERICH CO | $18,000 | – | 1,567 | +100.0% | 0.01% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $18,000 | – | 84 | +100.0% | 0.01% | – |
| ILMN | ILLUMINA INC | $21,000 | +5.0% | 55 | 0.0% | 0.01% | -50.0% | |
| XITK | New | SPDR SER TRfactst inv etf | $21,000 | – | 100 | +100.0% | 0.01% | – |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $21,000 | +50.0% | 247 | +30.0% | 0.01% | -28.6% |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $21,000 | – | 244 | +100.0% | 0.01% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $18,000 | – | 478 | +100.0% | 0.01% | – |
| SYF | SYNCHRONY FINANCIAL | $20,000 | +17.6% | 488 | 0.0% | 0.01% | -37.5% | |
| MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $20,000 | +900.0% | 852 | +432.5% | 0.01% | +400.0% |
| EFG | ISHARES TReafe grwth etf | $20,000 | -4.8% | 204 | 0.0% | 0.01% | -50.0% | |
| APLE | New | APPLE HOSPITALITY REIT INC | $21,000 | – | 1,466 | +100.0% | 0.01% | – |
| DIVZ | New | LISTED FD TRtrueshares lw vo | $20,000 | – | 712 | +100.0% | 0.01% | – |
| THCX | SPINNAKER ETF SERIEScannabis etf | $20,000 | +53.8% | 1,000 | 0.0% | 0.01% | -16.7% | |
| SDGR | Buy | SCHRODINGER INC | $20,000 | +66.7% | 265 | +76.7% | 0.01% | -16.7% |
| SLACU | New | SOCIAL LEVERAGE ACQUISN CORPunit 99/99/9999 | $20,000 | – | 2,000 | +100.0% | 0.01% | – |
| ELD | New | WISDOMTREE TRem lcl debt fd | $19,000 | – | 582 | +100.0% | 0.01% | – |
| FEMB | New | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $18,000 | – | 537 | +100.0% | 0.01% | – |
| PTH | New | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $16,000 | – | 101 | +100.0% | 0.00% | – |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $14,000 | -12.5% | 50 | 0.0% | 0.00% | -50.0% | |
| IWS | ISHARES TRrus mdcp val etf | $14,000 | +16.7% | 126 | 0.0% | 0.00% | -33.3% | |
| SNBR | New | SLEEP NUMBER CORP | $14,000 | – | 100 | +100.0% | 0.00% | – |
| SNN | SMITH & NEPHEW PLCspdn adr new | $15,000 | -11.8% | 408 | 0.0% | 0.00% | -50.0% | |
| ARCC | New | ARES CAPITAL CORP | $17,000 | – | 900 | +100.0% | 0.00% | – |
| STOT | New | SSGA ACTIVE TRspdr dbleln shrt | $14,000 | – | 286 | +100.0% | 0.00% | – |
| IYJ | Buy | ISHARES TRus industrials | $15,000 | +7.1% | 141 | +0.7% | 0.00% | -42.9% |
| ITB | New | ISHARES TRus home cons etf | $14,000 | – | 200 | +100.0% | 0.00% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $17,000 | – | 372 | +100.0% | 0.00% | – |
| SE | Buy | SEA LTDsponsord ads | $17,000 | +466.7% | 78 | +420.0% | 0.00% | +300.0% |
| KMB | Sell | KIMBERLY-CLARK CORP | $16,000 | -30.4% | 112 | -33.7% | 0.00% | -63.6% |
| KMI | Buy | KINDER MORGAN INC DEL | $14,000 | +100.0% | 829 | +66.8% | 0.00% | +33.3% |
| YNDX | YANDEX N V | $16,000 | -5.9% | 250 | 0.0% | 0.00% | -50.0% | |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $17,000 | – | 103 | +100.0% | 0.00% | – |
| PAWZ | Buy | PROSHARES TRpet care etf | $17,000 | +54.5% | 235 | +49.7% | 0.00% | -20.0% |
| MTGP | New | WISDOMTREE TRmortgage plus bd | $14,000 | – | 266 | +100.0% | 0.00% | – |
| SFIG | New | WISDOMTREE TRus sht trm corp | $15,000 | – | 292 | +100.0% | 0.00% | – |
| CLDR | New | CLOUDERA INC | $17,000 | – | 1,390 | +100.0% | 0.00% | – |
| NXPI | NXP SEMICONDUCTORS N V | $14,000 | +27.3% | 70 | 0.0% | 0.00% | -20.0% | |
| EVN | New | EATON VANCE MUNI INCOME TRUSsh ben int | $16,000 | – | 1,182 | +100.0% | 0.00% | – |
| UNTY | New | UNITY BANCORP INC | $17,000 | – | 791 | +100.0% | 0.00% | – |
| IFV | New | FIRST TR EXCHANGE-TRADED FDdorsey wright | $14,000 | – | 627 | +100.0% | 0.00% | – |
| FISV | Sell | FISERV INC | $15,000 | -37.5% | 130 | -39.5% | 0.00% | -66.7% |
| WIX | New | WIX COM LTD | $14,000 | – | 50 | +100.0% | 0.00% | – |
| ALB | Buy | ALBEMARLE CORP | $15,000 | 0.0% | 104 | +1.0% | 0.00% | -42.9% |
| GEVO | New | GEVO INC | $15,000 | – | 1,500 | +100.0% | 0.00% | – |
| GBT | Sell | GLOBAL BLOOD THERAPEUTICS IN | $16,000 | -42.9% | 400 | -38.5% | 0.00% | -71.4% |
| EDOC | New | GLOBAL X FDStelmdc&dig etf | $16,000 | – | 829 | +100.0% | 0.00% | – |
| TOL | TOLL BROTHERS INC | $17,000 | +30.8% | 300 | 0.0% | 0.00% | -33.3% | |
| HES | New | HESS CORP | $14,000 | – | 200 | +100.0% | 0.00% | – |
| HMC | HONDA MOTOR LTD | $16,000 | +6.7% | 525 | 0.0% | 0.00% | -42.9% | |
| TAL | TAL EDUCATION GROUPsponsored ads | $17,000 | -26.1% | 320 | 0.0% | 0.00% | -63.6% | |
| TCHP | New | T ROWE PRICE ETF INCprice blue chip | $16,000 | – | 585 | +100.0% | 0.00% | – |
| SNPS | New | SYNOPSYS INC | $15,000 | – | 59 | +100.0% | 0.00% | – |
| PENN | New | PENN NATL GAMING INC | $10,000 | – | 100 | +100.0% | 0.00% | – |
| PCN | New | PIMCO CORPORATE & INCM STRG | $12,000 | – | 700 | +100.0% | 0.00% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $13,000 | – | 187 | +100.0% | 0.00% | – |
| IX | ORIX CORPsponsored adr | $12,000 | +9.1% | 140 | 0.0% | 0.00% | -40.0% | |
| OPRA | Buy | OPERA LTDsponsored ads | $11,000 | +37.5% | 1,100 | +22.2% | 0.00% | -25.0% |
| OKTA | New | OKTA INCcl a | $11,000 | – | 50 | +100.0% | 0.00% | – |
| QS | Buy | QUANTUMSCAPE CORP | $10,000 | -33.3% | 226 | +28.4% | 0.00% | -57.1% |
| REYN | Buy | REYNOLDS CONSUMER PRODS INC | $12,000 | 0.0% | 409 | +0.7% | 0.00% | -50.0% |
| MLCO | Buy | MELCO RESORTS AND ENTMNT LTDadr | $13,000 | +550.0% | 669 | +435.2% | 0.00% | +200.0% |
| MCK | New | MCKESSON CORP | $13,000 | – | 65 | +100.0% | 0.00% | – |
| CBLS | New | LISTED FD TRchangebridge lng | $13,000 | – | 500 | +100.0% | 0.00% | – |
| EL | LAUDER ESTEE COS INCcl a | $12,000 | +9.1% | 40 | 0.0% | 0.00% | -40.0% | |
| KSU | New | KANSAS CITY SOUTHERN | $12,000 | – | 46 | +100.0% | 0.00% | – |
| JD | JD.COM INCspon adr cl a | $10,000 | 0.0% | 113 | 0.0% | 0.00% | -40.0% | |
| IWY | New | ISHARES TRrus tp200 gr etf | $11,000 | – | 81 | +100.0% | 0.00% | – |
| PRN | New | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $10,000 | – | 93 | +100.0% | 0.00% | – |
| PBW | Buy | INVESCO EXCHANGE TRADED FD Twilderhil clan | $12,000 | +300.0% | 122 | +335.7% | 0.00% | +200.0% |
| INSG | New | INSEEGO CORP | $10,000 | – | 1,000 | +100.0% | 0.00% | – |
| TPR | New | TAPESTRY INC | $10,000 | – | 252 | +100.0% | 0.00% | – |
| HPQ | New | HP INC | $10,000 | – | 306 | +100.0% | 0.00% | – |
| AJX | Buy | GREAT AJAX CORP | $11,000 | +266.7% | 973 | +302.1% | 0.00% | +200.0% |
| GXTG | New | GLOBAL X FDSthmatc gwt etf | $12,000 | – | 241 | +100.0% | 0.00% | – |
| VLY | Buy | VALLEY NATL BANCORP | $11,000 | +83.3% | 785 | +30.8% | 0.00% | 0.0% |
| EMR | Buy | EMERSON ELEC CO | $11,000 | +37.5% | 123 | +21.8% | 0.00% | -25.0% |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $13,000 | +8.3% | 130 | 0.0% | 0.00% | -50.0% | |
| DISCA | New | DISCOVERY INC | $12,000 | – | 267 | +100.0% | 0.00% | – |
| DAN | New | DANA INC | $12,000 | – | 502 | +100.0% | 0.00% | – |
| GLW | Sell | CORNING INC | $11,000 | -54.2% | 263 | -60.5% | 0.00% | -75.0% |
| PLCE | CHILDRENS PL INC NEW | $10,000 | +42.9% | 146 | 0.0% | 0.00% | 0.0% | |
| BIPC | New | BROOKFIELD INFRASTRUCTURE CO | $11,000 | – | 141 | +100.0% | 0.00% | – |
| SHAG | New | WISDOMTREE TRyield enhanced | $13,000 | – | 251 | +100.0% | 0.00% | – |
| FNGS | New | BANK MONTREAL QUEnt lkd 38 | $11,000 | – | 400 | +100.0% | 0.00% | – |
| ALKS | ALKERMES PLC | $11,000 | -8.3% | 597 | 0.0% | 0.00% | -50.0% | |
| APO | Buy | APOLLO GLOBAL MGMT INC | $10,000 | +66.7% | 220 | +89.7% | 0.00% | 0.0% |
| NVT | New | NVENT ELECTRIC PLC | $10,000 | – | 350 | +100.0% | 0.00% | – |
| SSPK | New | SILVER SPIKE ACQUISITION COR | $11,000 | – | 600 | +100.0% | 0.00% | – |
| ABEV | New | AMBEV SAsponsored adr | $12,000 | – | 4,425 | +100.0% | 0.00% | – |
| ARKX | New | ARK ETF TRark space expl | $10,000 | – | 500 | +100.0% | 0.00% | – |
| PETS | PETMED EXPRESS INC | $7,000 | +16.7% | 200 | 0.0% | 0.00% | -33.3% | |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $7,000 | – | 76 | +100.0% | 0.00% | – |
| DFS | New | DISCOVER FINL SVCS | $8,000 | – | 89 | +100.0% | 0.00% | – |
| FCEL | FUELCELL ENERGY INC | $7,000 | +16.7% | 500 | 0.0% | 0.00% | -33.3% | |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $9,000 | – | 121 | +100.0% | 0.00% | – |
| TW | TRADEWEB MKTS INCcl a | $7,000 | +16.7% | 101 | 0.0% | 0.00% | -33.3% | |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $6,000 | +100.0% | 67 | +71.8% | 0.00% | +100.0% |
| KHC | Buy | KRAFT HEINZ CO | $8,000 | +33.3% | 200 | +7.0% | 0.00% | -33.3% |
| KEP | KOREA ELECTRIC PWRsponsored adr | $6,000 | -14.3% | 596 | 0.0% | 0.00% | -33.3% | |
| TCOM | TRIP COM GROUP LTDads | $6,000 | +20.0% | 160 | 0.0% | 0.00% | 0.0% | |
| SUBZ | New | LISTED FD TRroundhill stream | $6,000 | – | 500 | +100.0% | 0.00% | – |
| FLS | Buy | FLOWSERVE CORP | $9,000 | +125.0% | 227 | +102.7% | 0.00% | 0.0% |
| CPNG | New | COUPANG INCcl a | $7,000 | – | 135 | +100.0% | 0.00% | – |
| FE | New | FIRSTENERGY CORP | $6,000 | – | 187 | +100.0% | 0.00% | – |
| QTRX | New | QUANTERIX CORP | $6,000 | – | 100 | +100.0% | 0.00% | – |
| RELX | Sell | RELX PLCsponsored adr | $8,000 | -84.6% | 304 | -85.5% | 0.00% | -92.3% |
| CPRT | New | COPART INC | $6,000 | – | 58 | +100.0% | 0.00% | – |
| MCI | New | BARINGS CORPORATE INVS | $6,000 | – | 400 | +100.0% | 0.00% | – |
| LAZ | Buy | LAZARD LTD | $9,000 | +12.5% | 197 | +1.0% | 0.00% | -50.0% |
| ESLT | ELBIT SYS LTDord | $7,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
| AFRM | New | AFFIRM HLDGS INC | $7,000 | – | 95 | +100.0% | 0.00% | – |
| NEM | Sell | NEWMONT CORP | $6,000 | -33.3% | 100 | -33.3% | 0.00% | -50.0% |
| MGM | New | MGM RESORTS INTERNATIONAL | $8,000 | – | 200 | +100.0% | 0.00% | – |
| TRN | New | TRINITY INDS INC | $6,000 | – | 200 | +100.0% | 0.00% | – |
| LDOS | LEIDOS HOLDINGS INC | $7,000 | -12.5% | 76 | 0.0% | 0.00% | -50.0% | |
| IGV | New | ISHARES TRexpanded tech | $7,000 | – | 20 | +100.0% | 0.00% | – |
| VALE | VALE S Asponsored ads | $7,000 | 0.0% | 400 | 0.0% | 0.00% | -33.3% | |
| ATO | New | ATMOS ENERGY CORP | $7,000 | – | 69 | +100.0% | 0.00% | – |
| LUV | New | SOUTHWEST AIRLS CO | $7,000 | – | 110 | +100.0% | 0.00% | – |
| IXJ | ISHARES TRglob hlthcre etf | $8,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| VNM | VANECK VECTORS ETF TRvietnam etf | $9,000 | 0.0% | 507 | 0.0% | 0.00% | -50.0% | |
| ITW | ILLINOIS TOOL WKS INC | $7,000 | 0.0% | 33 | 0.0% | 0.00% | -33.3% | |
| IEFA | New | ISHARES TRcore msci eafe | $6,000 | – | 81 | +100.0% | 0.00% | – |
| CG | New | CARLYLE GROUP INC | $6,000 | – | 156 | +100.0% | 0.00% | – |
| ARKQ | New | ARK ETF TRautnmus technlgy | $8,000 | – | 100 | +100.0% | 0.00% | – |
| NVO | New | NOVO-NORDISK A Sadr | $6,000 | – | 85 | +100.0% | 0.00% | – |
| SPTL | New | SPDR SER TRportfolio ln tsr | $6,000 | – | 147 | +100.0% | 0.00% | – |
| CLI | New | MACK CALI RLTY CORP | $8,000 | – | 500 | +100.0% | 0.00% | – |
| DDWM | New | WISDOMTREE TRcurrncy int eq | $8,000 | – | 283 | +100.0% | 0.00% | – |
| AI | Buy | C3 AI INCcl a | $7,000 | – | 105 | +100.0% | 0.00% | – |
| LSXMA | New | LIBERTY MEDIA CORP DEL | $6,000 | – | 140 | +100.0% | 0.00% | – |
| SIMO | SILICON MOTION TECHNOLOGY COsponsored adr | $7,000 | +16.7% | 126 | 0.0% | 0.00% | -33.3% | |
| SLV | New | ISHARES SILVER TRishares | $7,000 | – | 292 | +100.0% | 0.00% | – |
| MANT | Buy | MANTECH INTERNATIONAL CORPcl a | $9,000 | 0.0% | 102 | +1.0% | 0.00% | -50.0% |
| ANIP | New | ANI PHARMACEUTICALS INC | $6,000 | – | 166 | +100.0% | 0.00% | – |
| GPC | New | GENUINE PARTS CO | $6,000 | – | 51 | +100.0% | 0.00% | – |
| XAR | New | SPDR SER TRaerospace def | $7,000 | – | 55 | +100.0% | 0.00% | – |
| SYNH | SYNEOS HEALTH INCcl a | $9,000 | 0.0% | 125 | 0.0% | 0.00% | -50.0% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $9,000 | +350.0% | 20 | +400.0% | 0.00% | +100.0% |
| RH | New | RH | $7,000 | – | 12 | +100.0% | 0.00% | – |
| IWO | ISHARES TRrus 2000 grw etf | $7,000 | +16.7% | 22 | 0.0% | 0.00% | -33.3% | |
| MFC | Buy | MANULIFE FINL CORP | $6,000 | +20.0% | 283 | +0.7% | 0.00% | 0.0% |
| OXY | New | OCCIDENTAL PETE CORP | $8,000 | – | 310 | +100.0% | 0.00% | – |
| NVCR | NOVOCURE LTD | $8,000 | -27.3% | 62 | 0.0% | 0.00% | -60.0% | |
| DBX | DROPBOX INCcl a | $7,000 | +16.7% | 250 | 0.0% | 0.00% | -33.3% | |
| XPEV | XPENG INCads | $9,000 | -18.2% | 253 | 0.0% | 0.00% | -60.0% | |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $7,000 | – | 15 | +100.0% | 0.00% | – |
| VB | VANGUARD INDEX FDSsmall cp etf | $4,000 | 0.0% | 20 | 0.0% | 0.00% | -50.0% | |
| TFI | New | SPDR SER TRnuveen brc munic | $5,000 | – | 98 | +100.0% | 0.00% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $3,000 | – | 15 | +100.0% | 0.00% | – |
| VIAC | VIACOMCBS INCcl b | $5,000 | +25.0% | 100 | 0.0% | 0.00% | -50.0% | |
| LITE | LUMENTUM HLDGS INC | $5,000 | -16.7% | 60 | 0.0% | 0.00% | -66.7% | |
| LAZR | LUMINAR TECHNOLOGIES INC | $5,000 | -28.6% | 200 | 0.0% | 0.00% | -66.7% | |
| NBEV | NEWAGE INC | $2,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% | |
| BVN | New | COMPANIA DE MINAS BUENAVENTUsponsored adr | $2,000 | – | 167 | +100.0% | 0.00% | – |
| NET | New | CLOUDFLARE INC | $5,000 | – | 75 | +100.0% | 0.00% | – |
| SGMO | New | SANGAMO THERAPEUTICS INC | $4,000 | – | 308 | +100.0% | 0.00% | – |
| CC | New | CHEMOURS CO | $3,000 | – | 101 | +100.0% | 0.00% | – |
| DLN | New | WISDOMTREE TRus largecap divd | $5,000 | – | 47 | +100.0% | 0.00% | – |
| CE | CELANESE CORP DEL | $5,000 | +25.0% | 33 | 0.0% | 0.00% | -50.0% | |
| LMND | New | LEMONADE INC | $5,000 | – | 50 | +100.0% | 0.00% | – |
| CVNA | New | CARVANA COcl a | $4,000 | – | 15 | +100.0% | 0.00% | – |
| EES | New | WISDOMTREE TRus smallcap fund | $3,000 | – | 56 | +100.0% | 0.00% | – |
| CCL | CARNIVAL CORPunit 99/99/9999 | $5,000 | +25.0% | 207 | 0.0% | 0.00% | -50.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| CAN | New | CANAAN INCsponsored ads | $2,000 | – | 100 | +100.0% | 0.00% | – |
| BMBL | New | BUMBLE INC | $4,000 | – | 68 | +100.0% | 0.00% | – |
| New | TEVA PHARMACEUTICAL FIN LLCdbcv 0.250% 2/0 | $5,000 | – | 5,000 | +100.0% | 0.00% | – | |
| HP | Buy | HELMERICH & PAYNE INC | $5,000 | +25.0% | 192 | +1.1% | 0.00% | -50.0% |
| NULG | New | NUSHARES ETF TRnuveen esg lrgcp | $2,000 | – | 32 | +100.0% | 0.00% | – |
| HOG | New | HARLEY DAVIDSON INC | $5,000 | – | 115 | +100.0% | 0.00% | – |
| LCI | New | LANNET INC | $3,000 | – | 550 | +100.0% | 0.00% | – |
| WDAY | New | WORKDAY INCcl a | $5,000 | – | 20 | +100.0% | 0.00% | – |
| MPV | New | BARINGS PARTN INVSsh ben int | $4,000 | – | 334 | +100.0% | 0.00% | – |
| XYL | New | XYLEM INC | $4,000 | – | 42 | +100.0% | 0.00% | – |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $2,000 | -71.4% | 41 | -70.9% | 0.00% | -66.7% |
| IAU | New | ISHARES GOLD TRishares | $5,000 | – | 325 | +100.0% | 0.00% | – |
| ZUO | New | ZUORA INC | $2,000 | – | 120 | +100.0% | 0.00% | – |
| ADNT | ADIENT PLC | $3,000 | +50.0% | 68 | 0.0% | 0.00% | 0.0% | |
| GER | New | GOLDMAN SACHS MLP ENERGY REN | $3,000 | – | 347 | +100.0% | 0.00% | – |
| GOEX | New | GLOBAL X FDSglobal x gold ex | $2,000 | – | 81 | +100.0% | 0.00% | – |
| ACGL | ARCH CAP GROUP LTDord | $3,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| AVGR | New | AVINGER INC | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC | $2,000 | – | 166 | +100.0% | 0.00% | – |
| SRNE | New | SORRENTO THERAPEUTICS INC | $2,000 | – | 300 | +100.0% | 0.00% | – |
| ASXC | New | ASENSUS SURGICAL INC | $5,000 | – | 1,585 | +100.0% | 0.00% | – |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $4,000 | +33.3% | 400 | 0.0% | 0.00% | 0.0% | |
| SJI | New | SOUTH JERSEY INDS INC | $3,000 | – | 134 | +100.0% | 0.00% | – |
| LB | L BRANDS INC | $4,000 | +100.0% | 65 | 0.0% | 0.00% | 0.0% | |
| APA | New | APA CORPORATION | $3,000 | – | 148 | +100.0% | 0.00% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $3,000 | – | 120 | +100.0% | 0.00% | – |
| AVXL | New | ANAVEX LIFE SCIENCES CORP | $4,000 | – | 250 | +100.0% | 0.00% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $2,000 | – | 25 | +100.0% | 0.00% | – |
| MTCH | New | MATCH GROUP INC NEW | $4,000 | – | 29 | +100.0% | 0.00% | – |
| TPTX | TURNING POINT THERAPEUTICS I | $3,000 | -25.0% | 33 | 0.0% | 0.00% | -50.0% | |
| AFIN | Sell | AMERICAN FIN TR INC | $2,000 | -90.5% | 153 | -94.6% | 0.00% | -90.0% |
| IQ | Sell | IQIYI INCsponsored ads | $3,000 | -57.1% | 200 | -52.4% | 0.00% | -66.7% |
| ALC | Buy | ALCON AG | $4,000 | +33.3% | 53 | +15.2% | 0.00% | 0.0% |
| PKI | New | PERKINELMER INC | $4,000 | – | 30 | +100.0% | 0.00% | – |
| AYX | ALTERYX INC | $4,000 | -20.0% | 45 | 0.0% | 0.00% | -50.0% | |
| PNW | PINNACLE WEST CAP CORP | $5,000 | 0.0% | 57 | 0.0% | 0.00% | -50.0% | |
| TEL | TE CONNECTIVITY LTD | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| ALSK | ALASKA COMMUNICATIONS SYS GR | $2,000 | 0.0% | 625 | 0.0% | 0.00% | 0.0% | |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $2,000 | 0.0% | 110 | +0.9% | 0.00% | 0.0% |
| NNOX | New | NANO X IMAGING LTD | $2,000 | – | 40 | +100.0% | 0.00% | – |
| OPK | OPKO HEALTH INC | $4,000 | +33.3% | 850 | 0.0% | 0.00% | 0.0% | |
| PEI | New | PENNSYLVANIA REAL ESTATE INVsh ben int | $2,000 | – | 950 | +100.0% | 0.00% | – |
| PTON | Sell | PELOTON INTERACTIVE INC | $4,000 | -94.7% | 40 | -92.0% | 0.00% | -97.3% |
| ACES | New | ALPS ETF TRclean energy | $4,000 | – | 54 | +100.0% | 0.00% | – |
| PGP | PIMCO GLOBAL STOCKSPLS INCM | $2,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% | |
| RCL | New | ROYAL CARIBBEAN GROUP | $4,000 | – | 45 | +100.0% | 0.00% | – |
| KEY | New | KEYCORP | $2,000 | – | 78 | +100.0% | 0.00% | – |
| KL | Buy | KIRKLAND LAKE GOLD LTD | $3,000 | -25.0% | 102 | +1.0% | 0.00% | -50.0% |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $5,000 | – | 355 | +100.0% | 0.00% | – |
| ISBC | New | INVESTORS BANCORP INC NEW | $2,000 | – | 123 | +100.0% | 0.00% | – |
| FITB | New | FIFTH THIRD BANCORP | $3,000 | – | 84 | +100.0% | 0.00% | – |
| LRNZ | New | LISTED FD TR | $4,000 | – | 100 | +100.0% | 0.00% | – |
| SFIX | New | STITCH FIX INC | $3,000 | – | 60 | +100.0% | 0.00% | – |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $2,000 | -91.7% | 22 | -89.0% | 0.00% | -91.7% |
| SI | New | SILVERGATE CAP CORPcl a | $3,000 | – | 20 | +100.0% | 0.00% | – |
| EPD | ENTERPRISE PRODS PARTNERS L | $4,000 | 0.0% | 200 | 0.0% | 0.00% | -50.0% | |
| ENR | New | ENERGIZER HLDGS INC NEW | $5,000 | – | 103 | +100.0% | 0.00% | – |
| ECL | New | ECOLAB INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| SBR | Buy | SABINE ROYALTY TRunit ben int | $2,000 | +100.0% | 53 | +1.9% | 0.00% | – |
| FIVG | New | ETF SER SOLUTIONSdefiance next | $4,000 | – | 111 | +100.0% | 0.00% | – |
| ELF | New | E L F BEAUTY INC | $5,000 | – | 175 | +100.0% | 0.00% | – |
| LE | Buy | LANDS END INC NEW | $3,000 | +50.0% | 104 | +15.6% | 0.00% | 0.0% |
| HSBC | HSBC HLDGS PLCspon adr new | $2,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | |
| EFIV | New | SPDR SER TRs&p 500 esg etf | $3,000 | – | 78 | +100.0% | 0.00% | – |
| VBR | VANGUARD INDEX FDSsm cp val etf | $4,000 | 0.0% | 27 | 0.0% | 0.00% | -50.0% | |
| DE | New | DEERE & CO | $3,000 | – | 7 | +100.0% | 0.00% | – |
| DRI | DARDEN RESTAURANTS INC | $5,000 | +25.0% | 35 | 0.0% | 0.00% | -50.0% | |
| CASI | New | CASI PHARMACEUTICALS INC | $0 | – | 18 | +100.0% | 0.00% | – |
| SJM | SMUCKER J M CO | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| SYK | New | STRYKER CORPORATION | $1,000 | – | 6 | +100.0% | 0.00% | – |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| RAMP | New | LIVERAMP HLDGS INC | $0 | – | 1 | +100.0% | 0.00% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -1 | -100.0% | 0.00% | – |
| RHP | New | RYMAN HOSPITALITY PPTYS INC | $0 | – | 4 | +100.0% | 0.00% | – |
| VSTWSA | Exit | VISTRA CORP*w exp 02/02/202 | $0 | – | -181 | -100.0% | 0.00% | – |
| MLPA | New | GLOBAL X FDSglbl x mlp etf | $0 | – | 0 | +100.0% | 0.00% | – |
| RY | New | ROYAL BK CDA | $1,000 | – | 15 | +100.0% | 0.00% | – |
| MAT | New | MATTEL INC | $1,000 | – | 53 | +100.0% | 0.00% | – |
| REV | REVLON INCcl a new | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| FORM | New | FORMFACTOR INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| MESO | New | MESOBLAST LTDspons adr | $1,000 | – | 150 | +100.0% | 0.00% | – |
| COOP | Sell | MR COOPER GROUP INC | $0 | – | 4 | -42.9% | 0.00% | – |
| NCR | New | NCR CORP NEW | $0 | – | 4 | +100.0% | 0.00% | – |
| FSLY | New | FASTLY INCcl a | $1,000 | – | 20 | +100.0% | 0.00% | – |
| VFC | New | V F CORP | $1,000 | – | 11 | +100.0% | 0.00% | – |
| FLIR | FLIR SYS INC | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| EVC | Buy | ENTRAVISION COMMUNICATIONS Ccl a | $0 | – | 109 | +0.9% | 0.00% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $1,000 | – | 15 | +100.0% | 0.00% | – |
| RXT | New | RACKSPACE TECHNOLOGY INC | $0 | – | 5 | +100.0% | 0.00% | – |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $0 | – | 7 | +16.7% | 0.00% | – |
| RMR | Buy | RMR GROUP INCcl a | $1,000 | – | 13 | +333.3% | 0.00% | – |
| DEO | New | DIAGEO PLCspon adr new | $1,000 | – | 7 | +100.0% | 0.00% | – |
| BMYRT | Exit | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | – | -293 | -100.0% | 0.00% | – |
| GT | Exit | GOODYEAR TIRE & RUBR CO | $0 | – | -1 | -100.0% | 0.00% | – |
| NKTR | NEKTAR THERAPEUTICS | $1,000 | 0.0% | 67 | 0.0% | 0.00% | – | |
| NKLA | New | NIKOLA CORP | $0 | – | 3 | +100.0% | 0.00% | – |
| CERC | Buy | CERECOR INC | $0 | – | 32 | +300.0% | 0.00% | – |
| STIC | New | NORTHERN STAR ACQUISITION CO | $1,000 | – | 130 | +100.0% | 0.00% | – |
| CARA | CARA THERAPEUTICS INC | $1,000 | – | 30 | 0.0% | 0.00% | – | |
| CPB | New | CAMPBELL SOUP CO | $1,000 | – | 20 | +100.0% | 0.00% | – |
| BFLY | New | BUTTERFLY NETWORK INC | $1,000 | – | 55 | +100.0% | 0.00% | – |
| BNTX | Exit | BIONTECH SEsponsored ads | $0 | – | 0 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $1,000 | – | 22 | +100.0% | 0.00% | – |
| PSEC | Sell | PROSPECT CAP CORP | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| BVXV | BIONDVAX PHARMACEUTICALS LTDspond ads | $1,000 | 0.0% | 225 | 0.0% | 0.00% | – | |
| Exit | MICROBOT MED INC | $0 | – | -1 | -100.0% | 0.00% | – | |
| BIIB | New | BIOGEN INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| BLI | New | BERKELEY LTS INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| OXYWS | Buy | OCCIDENTAL PETE CORP*w exp 08/03/202 | $1,000 | – | 58 | +205.3% | 0.00% | – |
| ZOM | New | ZOMEDICA PHARMACEUTICALS COR | $1,000 | – | 350 | +100.0% | 0.00% | – |
| PBT | PERMIAN BASIN RTY TRunit ben int | $1,000 | 0.0% | 275 | 0.0% | 0.00% | – | |
| OCGN | New | OCUGEN INC | $0 | – | 54 | +100.0% | 0.00% | – |
| AWRE | New | AWARE INC MASS | $0 | – | 50 | +100.0% | 0.00% | – |
| ASPL | New | ASPIRATIONAL CONSUMER LIFEST | $1,000 | – | 90 | +100.0% | 0.00% | – |
| BLDR | Exit | BUILDERS FIRSTSOURCE INC | $0 | – | -14 | -100.0% | 0.00% | – |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| ONTX | ONCONOVA THERAPEUTICS INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| SFL | New | SFL CORPORATION LTD | $0 | – | 25 | +100.0% | 0.00% | – |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | 58 | +100.0% | 0.00% | – |
| IPOE | New | SOCIAL CAPITAL HEDOSOPHA HLD | $1,000 | – | 65 | +100.0% | 0.00% | – |
| VGAC | New | VG ACQUISITION CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
| AAL | Sell | AMERICAN AIRLS GROUP INC | $1,000 | 0.0% | 54 | -1.8% | 0.00% | – |
| AGRX | New | AGILE THERAPEUTICS INC | $0 | – | 215 | +100.0% | 0.00% | – |
| ADXS | ADVAXIS INC | $1,000 | – | 1,320 | 0.0% | 0.00% | – | |
| AIGWS | Exit | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | -80 | -100.0% | 0.00% | – |
| USHY | New | ISHARES TRbroad usd high | $1,000 | – | 29 | +100.0% | 0.00% | – |
| EAGG | New | ISHARES TResg awr us agrgt | $1,000 | – | 15 | +100.0% | 0.00% | – |
| AGNC | Exit | AGNC INVT CORP | $0 | – | -195 | -100.0% | -0.00% | – |
| TLRY | Exit | TILRAY INC | $0 | – | -400 | -100.0% | -0.00% | – |
| TAK | Exit | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | -161 | -100.0% | -0.00% | – |
| BPY | Exit | BROOKFIELD PROPERTY PARTRS Lunit ltd partn | $0 | – | -108 | -100.0% | -0.00% | – |
| QIWI | Exit | QIWI PLCspon adr rep b | $0 | – | -364 | -100.0% | -0.00% | – |
| CHA | Exit | CHINA TELECOM CORP LTD | $0 | – | -217 | -100.0% | -0.00% | – |
| CLNY | Exit | COLONY CAP INC NEW | $0 | – | -2,207 | -100.0% | -0.01% | – |
| FNGS | Exit | BANK OF MONTREALnt lkd 38 | $0 | – | -100 | -100.0% | -0.01% | – |
| SBE | Exit | SWITCHBACK ENERGY ACQUISTN C | $0 | – | -245 | -100.0% | -0.01% | – |
| FXI | Exit | ISHARES TRchina lg-cap etf | $0 | – | -316 | -100.0% | -0.01% | – |
| GDX | Exit | VANECK VECTORS ETF TRgold miners etf | $0 | – | -400 | -100.0% | -0.01% | – |
| TOLZ | Exit | PROSHARES TRdj brkfld glb | $0 | – | -400 | -100.0% | -0.01% | – |
| GNL | Exit | GLOBAL NET LEASE INC | $0 | – | -994 | -100.0% | -0.01% | – |
| CTO | Exit | CTO REALTY GROWTH INC | $0 | – | -370 | -100.0% | -0.01% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -84 | -100.0% | -0.01% | – |
| EBS | Exit | EMERGENT BIOSOLUTIONS INC | $0 | – | -205 | -100.0% | -0.01% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -103 | -100.0% | -0.01% | – |
| DNP | Exit | DNP SELECT INCOME FD INC | $0 | – | -2,803 | -100.0% | -0.01% | – |
| NICE | Exit | NICE LTDsponsored adr | $0 | – | -110 | -100.0% | -0.02% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -168 | -100.0% | -0.02% | – |
| EAR | Exit | EARGO INC | $0 | – | -1,006 | -100.0% | -0.02% | – |
| SPSB | Exit | SPDR SER TRportfolio short | $0 | – | -1,790 | -100.0% | -0.03% | – |
| BYND | Exit | BEYOND MEAT INC | $0 | – | -600 | -100.0% | -0.04% | – |
| BAB | Exit | INVESCO EXCH TRADED FD TR IItaxable mun bd | $0 | – | -4,307 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-13
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.