$659 Million is the total value of Charter Oak Capital Management, LLC's 774 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | New | ISHARES TRcore s&p500 etf | $165,877,000 | – | 441,878 | +100.0% | 25.17% | – |
AGG | New | ISHARES TRcore us aggbd et | $60,366,000 | – | 510,758 | +100.0% | 9.16% | – |
VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $40,014,000 | – | 685,638 | +100.0% | 6.07% | – |
IXUS | New | ISHARES TRcore msci total | $31,980,000 | – | 475,966 | +100.0% | 4.85% | – |
VXF | New | VANGUARD INDEX FDSextend mkt etf | $30,710,000 | – | 186,485 | +100.0% | 4.66% | – |
BSV | New | VANGUARD BD INDEX FDSshort trm bond | $28,371,000 | – | 342,226 | +100.0% | 4.30% | – |
BNDW | New | VANGUARD SCOTTSDALE FDStotal wld bd etf | $21,704,000 | – | 264,044 | +100.0% | 3.29% | – |
BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $15,326,000 | – | 173,779 | +100.0% | 2.33% | – |
IAGG | New | ISHARES TRcore intl aggr | $12,836,000 | – | 228,353 | +100.0% | 1.95% | – |
IGSB | New | ISHARES TR | $9,807,000 | – | 177,751 | +100.0% | 1.49% | – |
ACWI | New | ISHARES TRmsci acwi etf | $9,550,000 | – | 105,264 | +100.0% | 1.45% | – |
VOO | New | VANGUARD INDEX FDS | $9,535,000 | – | 27,744 | +100.0% | 1.45% | – |
SLQD | New | ISHARES TR0-5yr invt gr cp | $9,149,000 | – | 175,203 | +100.0% | 1.39% | – |
RESP | New | WISDOMTREE TRus esg fund | $9,102,000 | – | 223,140 | +100.0% | 1.38% | – |
AAPL | New | APPLE INC | $8,992,000 | – | 67,765 | +100.0% | 1.36% | – |
ACWX | New | ISHARES TRmsci acwi ex us | $8,014,000 | – | 151,101 | +100.0% | 1.22% | – |
SHY | New | ISHARES TR1 3 yr treas bd | $7,092,000 | – | 82,107 | +100.0% | 1.08% | – |
BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $6,750,000 | – | 115,280 | +100.0% | 1.02% | – |
IBDM | New | ISHARES TRibonds dec21 etf | $5,304,000 | – | 212,933 | +100.0% | 0.80% | – |
VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $4,781,000 | – | 79,361 | +100.0% | 0.72% | – |
TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $4,570,000 | – | 92,730 | +100.0% | 0.69% | – |
SUSA | New | ISHARES TRmsci usa esg slc | $4,235,000 | – | 51,432 | +100.0% | 0.64% | – |
VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,041,000 | – | 80,650 | +100.0% | 0.61% | – |
IVW | New | ISHARES TRs&p 500 grwt etf | $4,040,000 | – | 63,308 | +100.0% | 0.61% | – |
IHI | New | ISHARES TRu.s. med dvc etf | $3,884,000 | – | 11,867 | +100.0% | 0.59% | – |
TIP | New | ISHARES TRtips bd etf | $3,852,000 | – | 30,176 | +100.0% | 0.58% | – |
IXN | New | ISHARES TRglobal tech etf | $3,666,000 | – | 12,218 | +100.0% | 0.56% | – |
ISTB | New | ISHARES TRcore 1 5 yr usd | $3,398,000 | – | 65,795 | +100.0% | 0.52% | – |
NUBD | New | NUSHARES ETF TRnuveen esg us | $3,359,000 | – | 125,401 | +100.0% | 0.51% | – |
VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $3,322,000 | – | 41,744 | +100.0% | 0.50% | – |
IDXX | New | IDEXX LABS INC | $2,893,000 | – | 5,787 | +100.0% | 0.44% | – |
SPXL | New | DIREXION SHS ETF TRdrx s&p500bull | $2,793,000 | – | 38,661 | +100.0% | 0.42% | – |
VSGX | New | VANGUARD WORLD FDesg intl stk etf | $2,718,000 | – | 45,853 | +100.0% | 0.41% | – |
SPY | New | SPDR S&P 500 ETF TRtr unit | $2,685,000 | – | 7,181 | +100.0% | 0.41% | – |
VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,407,000 | – | 50,982 | +100.0% | 0.36% | – |
VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,321,000 | – | 16,445 | +100.0% | 0.35% | – |
ESGV | New | VANGUARD WORLD FDesg us stk etf | $2,232,000 | – | 31,808 | +100.0% | 0.34% | – |
EMB | New | ISHARES TRjpmorgan usd emg | $2,232,000 | – | 19,260 | +100.0% | 0.34% | – |
MDT | New | MEDTRONIC PLC | $2,170,000 | – | 18,525 | +100.0% | 0.33% | – |
IBDN | New | ISHARES TRibonds dec22 etf | $2,110,000 | – | 82,509 | +100.0% | 0.32% | – |
IVE | New | ISHARES TRs&p 500 val etf | $1,999,000 | – | 15,612 | +100.0% | 0.30% | – |
IEMG | New | ISHARES INCcore msci emkt | $1,975,000 | – | 31,827 | +100.0% | 0.30% | – |
VHT | New | VANGUARD WORLD FDShealth car etf | $1,853,000 | – | 8,281 | +100.0% | 0.28% | – |
VTI | New | VANGUARD INDEX FDStotal stk mkt | $1,823,000 | – | 9,367 | +100.0% | 0.28% | – |
VUG | New | VANGUARD INDEX FDSgrowth etf | $1,729,000 | – | 6,825 | +100.0% | 0.26% | – |
PG | New | PROCTER AND GAMBLE CO | $1,607,000 | – | 11,551 | +100.0% | 0.24% | – |
MSFT | New | MICROSOFT CORP | $1,605,000 | – | 7,215 | +100.0% | 0.24% | – |
DSI | New | ISHARES TRmsci kld400 soc | $1,541,000 | – | 21,537 | +100.0% | 0.23% | – |
SUSB | New | ISHARES TResg awre 1 5 yr | $1,476,000 | – | 56,385 | +100.0% | 0.22% | – |
INTC | New | INTEL CORP | $1,316,000 | – | 26,411 | +100.0% | 0.20% | – |
VTV | New | VANGUARD INDEX FDSvalue etf | $1,295,000 | – | 10,882 | +100.0% | 0.20% | – |
VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $1,260,000 | – | 23,307 | +100.0% | 0.19% | – |
BIV | New | VANGUARD BD INDEX FDSintermed term | $1,183,000 | – | 12,738 | +100.0% | 0.18% | – |
IJH | New | ISHARES TRcore s&p mcp etf | $1,181,000 | – | 5,137 | +100.0% | 0.18% | – |
VCR | New | VANGUARD WORLD FDSconsum dis etf | $1,129,000 | – | 4,104 | +100.0% | 0.17% | – |
IUSV | New | ISHARES TRcore s&p us vlu | $1,115,000 | – | 17,929 | +100.0% | 0.17% | – |
IEFA | New | ISHARES TRcore msci eafe | $1,079,000 | – | 15,618 | +100.0% | 0.16% | – |
JPM | New | JPMORGAN CHASE & CO | $1,051,000 | – | 8,272 | +100.0% | 0.16% | – |
VPU | New | VANGUARD WORLD FDSutilities etf | $1,044,000 | – | 7,605 | +100.0% | 0.16% | – |
IWM | New | ISHARES TRrussell 2000 etf | $1,020,000 | – | 5,203 | +100.0% | 0.16% | – |
T | New | AT&T INC | $1,012,000 | – | 35,172 | +100.0% | 0.15% | – |
NEAR | New | ISHARES U S ETF TRblackrock st mat | $1,017,000 | – | 20,280 | +100.0% | 0.15% | – |
IJR | New | ISHARES TRcore s&p scp etf | $995,000 | – | 10,823 | +100.0% | 0.15% | – |
ACWV | New | ISHARES INCmsci gbl min vol | $984,000 | – | 10,154 | +100.0% | 0.15% | – |
MRK | New | MERCK & CO. INC | $973,000 | – | 11,898 | +100.0% | 0.15% | – |
JNJ | New | JOHNSON & JOHNSON | $955,000 | – | 6,066 | +100.0% | 0.14% | – |
IYW | New | ISHARES TRu.s. tech etf | $919,000 | – | 10,802 | +100.0% | 0.14% | – |
TEL | New | TE CONNECTIVITY LTD | $913,000 | – | 7,543 | +100.0% | 0.14% | – |
AMAT | New | APPLIED MATLS INC | $906,000 | – | 10,500 | +100.0% | 0.14% | – |
USMV | New | ISHARES TRmsci usa min vol | $899,000 | – | 13,247 | +100.0% | 0.14% | – |
IGR | New | CBRE CLARION GLOBAL REAL EST | $891,000 | – | 129,544 | +100.0% | 0.14% | – |
IBDO | New | ISHARES TRibonds dec23 etf | $892,000 | – | 33,950 | +100.0% | 0.14% | – |
EXI | New | ISHARES TRglob indstrl etf | $879,000 | – | 8,231 | +100.0% | 0.13% | – |
VZ | New | VERIZON COMMUNICATIONS INC | $874,000 | – | 14,882 | +100.0% | 0.13% | – |
PEP | New | PEPSICO INC | $849,000 | – | 5,724 | +100.0% | 0.13% | – |
VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $848,000 | – | 10,183 | +100.0% | 0.13% | – |
IYK | New | ISHARES TRu.s. cnsm gd etf | $848,000 | – | 4,892 | +100.0% | 0.13% | – |
MUB | New | ISHARES TRnational mun etf | $850,000 | – | 7,252 | +100.0% | 0.13% | – |
MAR | New | MARRIOTT INTL INC NEWcl a | $838,000 | – | 6,350 | +100.0% | 0.13% | – |
ESML | New | ISHARES TResg aware msci | $805,000 | – | 23,601 | +100.0% | 0.12% | – |
NEE | New | NEXTERA ENERGY INC | $797,000 | – | 10,337 | +100.0% | 0.12% | – |
VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $791,000 | – | 13,145 | +100.0% | 0.12% | – |
EWC | New | ISHARES INCmsci cda etf | $793,000 | – | 25,708 | +100.0% | 0.12% | – |
MCD | New | MCDONALDS CORP | $767,000 | – | 3,576 | +100.0% | 0.12% | – |
ESGD | New | ISHARES TResg aw msci eafe | $755,000 | – | 10,343 | +100.0% | 0.12% | – |
EEM | New | ISHARES TRmsci emg mkt etf | $748,000 | – | 14,482 | +100.0% | 0.11% | – |
IEUR | New | ISHARES TRcore msci euro | $720,000 | – | 14,033 | +100.0% | 0.11% | – |
LQD | New | ISHARES TRiboxx inv cp etf | $706,000 | – | 5,112 | +100.0% | 0.11% | – |
FLOT | New | ISHARES TRfltg rate nt etf | $671,000 | – | 13,223 | +100.0% | 0.10% | – |
SQQQ | New | PROSHARES TRultrapro sht qqq | $664,000 | – | 43,770 | +100.0% | 0.10% | – |
SHV | New | ISHARES TRshort treas bd | $658,000 | – | 5,956 | +100.0% | 0.10% | – |
ABBV | New | ABBVIE INC | $657,000 | – | 6,127 | +100.0% | 0.10% | – |
HD | New | HOME DEPOT INC | $655,000 | – | 2,467 | +100.0% | 0.10% | – |
ITOT | New | ISHARES TRcore s&p ttl stk | $647,000 | – | 7,501 | +100.0% | 0.10% | – |
HPQ | New | HP INC | $647,000 | – | 26,323 | +100.0% | 0.10% | – |
AMZN | New | AMAZON COM INC | $638,000 | – | 196 | +100.0% | 0.10% | – |
DIS | New | DISNEY WALT CO | $641,000 | – | 3,539 | +100.0% | 0.10% | – |
YUM | New | YUM BRANDS INC | $610,000 | – | 5,615 | +100.0% | 0.09% | – |
A | New | AGILENT TECHNOLOGIES INC | $609,000 | – | 6,094 | +100.0% | 0.09% | – |
IUSB | New | ISHARES TRcore total usd | $597,000 | – | 10,941 | +100.0% | 0.09% | – |
WSO | New | WATSCO INC | $566,000 | – | 2,500 | +100.0% | 0.09% | – |
XOM | New | EXXON MOBIL CORP | $566,000 | – | 13,731 | +100.0% | 0.09% | – |
QQQ | New | INVESCO QQQ TRunit ser 1 | $557,000 | – | 1,774 | +100.0% | 0.08% | – |
IYF | New | ISHARES TRu.s. finls etf | $544,000 | – | 8,148 | +100.0% | 0.08% | – |
XLK | New | SELECT SECTOR SPDR TRtechnology | $539,000 | – | 4,143 | +100.0% | 0.08% | – |
IYJ | New | ISHARES TRus industrials | $532,000 | – | 5,484 | +100.0% | 0.08% | – |
QCOM | New | QUALCOMM INC | $534,000 | – | 3,505 | +100.0% | 0.08% | – |
GOVT | New | ISHARES TRus treas bd etf | $511,000 | – | 18,752 | +100.0% | 0.08% | – |
RTX | New | RAYTHEON TECHNOLOGIES CORP | $510,000 | – | 7,130 | +100.0% | 0.08% | – |
BAC | New | BK OF AMERICA CORP | $499,000 | – | 16,461 | +100.0% | 0.08% | – |
GNR | New | SPDR INDEX SHS FDSglb nat resrce | $496,000 | – | 11,069 | +100.0% | 0.08% | – |
HYG | New | ISHARES TRiboxx hi yd etf | $480,000 | – | 5,499 | +100.0% | 0.07% | – |
YUMC | New | YUM CHINA HLDGS INC | $472,000 | – | 8,265 | +100.0% | 0.07% | – |
BLV | New | VANGUARD BD INDEX FDSlong term bond | $469,000 | – | 4,278 | +100.0% | 0.07% | – |
KO | New | COCA COLA CO | $447,000 | – | 8,153 | +100.0% | 0.07% | – |
EEMV | New | ISHARES INCmsci emerg mrkt | $432,000 | – | 7,080 | +100.0% | 0.07% | – |
TBF | New | PROSHARES TRshrt 20+yr tre | $384,000 | – | 16,764 | +100.0% | 0.06% | – |
GLD | New | SPDR GOLD TR | $380,000 | – | 2,128 | +100.0% | 0.06% | – |
DE | New | DEERE & CO | $368,000 | – | 1,367 | +100.0% | 0.06% | – |
SSO | New | PROSHARES TR | $363,000 | – | 3,977 | +100.0% | 0.06% | – |
DTN | New | WISDOMTREE TRus divid ex fncl | $355,000 | – | 4,240 | +100.0% | 0.05% | – |
ONEQ | New | FIDELITY COMWLTH TRndq cp idx trk | $358,000 | – | 713 | +100.0% | 0.05% | – |
BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $355,000 | – | 1,530 | +100.0% | 0.05% | – |
CVX | New | CHEVRON CORP NEW | $328,000 | – | 3,878 | +100.0% | 0.05% | – |
ABT | New | ABBOTT LABS | $325,000 | – | 2,972 | +100.0% | 0.05% | – |
AMP | New | AMERIPRISE FINL INC | $321,000 | – | 1,654 | +100.0% | 0.05% | – |
WMT | New | WALMART INC | $307,000 | – | 2,132 | +100.0% | 0.05% | – |
BA | New | BOEING CO | $313,000 | – | 1,463 | +100.0% | 0.05% | – |
EWJ | New | ISHARES INCmsci jpn etf new | $309,000 | – | 4,568 | +100.0% | 0.05% | – |
HON | New | HONEYWELL INTL INC | $304,000 | – | 1,429 | +100.0% | 0.05% | – |
WTRG | New | ESSENTIAL UTILS INC | $302,000 | – | 6,392 | +100.0% | 0.05% | – |
TMO | New | THERMO FISHER SCIENTIFIC INC | $296,000 | – | 636 | +100.0% | 0.04% | – |
UNH | New | UNITEDHEALTH GROUP INC | $296,000 | – | 843 | +100.0% | 0.04% | – |
MINT | New | PIMCO ETF TRenhan shrt ma ac | $296,000 | – | 2,901 | +100.0% | 0.04% | – |
VNQ | New | VANGUARD INDEX FDSreal estate etf | $292,000 | – | 3,437 | +100.0% | 0.04% | – |
PFE | New | PFIZER INC | $289,000 | – | 7,860 | +100.0% | 0.04% | – |
NKE | New | NIKE INCcl b | $288,000 | – | 2,036 | +100.0% | 0.04% | – |
SPXS | New | DIREXION SHS ETF TRdly s&p500 br 3x | $293,000 | – | 75,000 | +100.0% | 0.04% | – |
VB | New | VANGUARD INDEX FDSsmall cp etf | $286,000 | – | 1,469 | +100.0% | 0.04% | – |
CSCO | New | CISCO SYS INC | $282,000 | – | 6,303 | +100.0% | 0.04% | – |
CMCSA | New | COMCAST CORP NEWcl a | $285,000 | – | 5,433 | +100.0% | 0.04% | – |
PM | New | PHILIP MORRIS INTL INC | $281,000 | – | 3,395 | +100.0% | 0.04% | – |
GIS | New | GENERAL MLS INC | $278,000 | – | 4,733 | +100.0% | 0.04% | – |
DHS | New | WISDOMTREE TRus high dividend | $262,000 | – | 3,778 | +100.0% | 0.04% | – |
CAT | New | CATERPILLAR INC | $260,000 | – | 1,431 | +100.0% | 0.04% | – |
UTF | New | COHEN & STEERS INFRASTRUCTUR | $245,000 | – | 9,486 | +100.0% | 0.04% | – |
DUK | New | DUKE ENERGY CORP NEW | $244,000 | – | 2,662 | +100.0% | 0.04% | – |
GE | New | GENERAL ELECTRIC CO | $245,000 | – | 22,674 | +100.0% | 0.04% | – |
GUSH | New | DIREXION SHS ETF TRoil gas bl 2x sh | $243,000 | – | 6,375 | +100.0% | 0.04% | – |
NUDM | New | NUSHARES ETF TRnuveen esg intl | $235,000 | – | 8,045 | +100.0% | 0.04% | – |
PFF | New | ISHARES TRpfd and incm sec | $234,000 | – | 6,065 | +100.0% | 0.04% | – |
FDX | New | FEDEX CORP | $230,000 | – | 887 | +100.0% | 0.04% | – |
VYM | New | VANGUARD WHITEHALL FDShigh div yld | $227,000 | – | 2,478 | +100.0% | 0.03% | – |
MMM | New | 3M CO | $214,000 | – | 1,223 | +100.0% | 0.03% | – |
FHLC | New | FIDELITY COVINGTON TRUSTmsci hlth care i | $208,000 | – | 3,608 | +100.0% | 0.03% | – |
ES | New | EVERSOURCE ENERGY | $208,000 | – | 2,403 | +100.0% | 0.03% | – |
SLYG | New | SPDR SER TRs&p 600 smcp grw | $208,000 | – | 2,723 | +100.0% | 0.03% | – |
BMY | New | BRISTOL-MYERS SQUIBB CO | $208,000 | – | 3,348 | +100.0% | 0.03% | – |
GOOGL | New | ALPHABET INCcap stk cl a | $211,000 | – | 120 | +100.0% | 0.03% | – |
AOR | New | ISHARES TRgrwt allocat etf | $201,000 | – | 3,852 | +100.0% | 0.03% | – |
GOOG | New | ALPHABET INCcap stk cl c | $199,000 | – | 113 | +100.0% | 0.03% | – |
IWD | New | ISHARES TRrus 1000 val etf | $193,000 | – | 1,413 | +100.0% | 0.03% | – |
NSC | New | NORFOLK SOUTHN CORP | $188,000 | – | 793 | +100.0% | 0.03% | – |
LOW | New | LOWES COS INC | $190,000 | – | 1,186 | +100.0% | 0.03% | – |
VCEB | New | VANGUARD WORLD FDesg us corp bd | $191,000 | – | 2,501 | +100.0% | 0.03% | – |
AMGN | New | AMGEN INC | $186,000 | – | 810 | +100.0% | 0.03% | – |
AOM | New | ISHARES TRmodert alloc etf | $187,000 | – | 4,321 | +100.0% | 0.03% | – |
O | New | REALTY INCOME CORP | $179,000 | – | 2,872 | +100.0% | 0.03% | – |
IJT | New | ISHARES TRs&p sml 600 gwt | $177,000 | – | 1,547 | +100.0% | 0.03% | – |
V | New | VISA INC | $179,000 | – | 816 | +100.0% | 0.03% | – |
CI | New | CIGNA CORP NEW | $171,000 | – | 822 | +100.0% | 0.03% | – |
OTIS | New | OTIS WORLDWIDE CORP | $173,000 | – | 2,561 | +100.0% | 0.03% | – |
IWF | New | ISHARES TRrus 1000 grw etf | $168,000 | – | 695 | +100.0% | 0.02% | – |
IJK | New | ISHARES TRs&p mc 400gr etf | $163,000 | – | 2,260 | +100.0% | 0.02% | – |
ECL | New | ECOLAB INC | $163,000 | – | 753 | +100.0% | 0.02% | – |
CARR | New | CARRIER GLOBAL CORPORATION | $165,000 | – | 4,362 | +100.0% | 0.02% | – |
IYM | New | ISHARES TRu.s. bas mtl etf | $156,000 | – | 1,378 | +100.0% | 0.02% | – |
IWS | New | ISHARES TRrus mdcp val etf | $155,000 | – | 1,595 | +100.0% | 0.02% | – |
XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $161,000 | – | 1,419 | +100.0% | 0.02% | – |
TRU | New | TRANSUNION | $149,000 | – | 1,500 | +100.0% | 0.02% | – |
TT | New | TRANE TECHNOLOGIES PLC | $144,000 | – | 990 | +100.0% | 0.02% | – |
WELL | New | WELLTOWER INC | $144,000 | – | 2,228 | +100.0% | 0.02% | – |
FDIS | New | FIDELITY COVINGTON TRUSTmsci consm dis | $142,000 | – | 1,987 | +100.0% | 0.02% | – |
FB | New | FACEBOOK INCcl a | $141,000 | – | 515 | +100.0% | 0.02% | – |
EMR | New | EMERSON ELEC CO | $136,000 | – | 1,696 | +100.0% | 0.02% | – |
EPP | New | ISHARES INCmsci pac jp etf | $138,000 | – | 2,891 | +100.0% | 0.02% | – |
IJS | New | ISHARES TRsp smcp600vl etf | $141,000 | – | 1,736 | +100.0% | 0.02% | – |
MO | New | ALTRIA GROUP INC | $138,000 | – | 3,375 | +100.0% | 0.02% | – |
IGHG | New | PROSHARES TRinvt int rt hg | $132,000 | – | 1,749 | +100.0% | 0.02% | – |
LLY | New | LILLY ELI & CO | $130,000 | – | 768 | +100.0% | 0.02% | – |
RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $130,000 | – | 2,929 | +100.0% | 0.02% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS | $131,000 | – | 1,043 | +100.0% | 0.02% | – |
HUM | New | HUMANA INC | $135,000 | – | 329 | +100.0% | 0.02% | – |
IJJ | New | ISHARES TRs&p mc 400vl etf | $130,000 | – | 1,503 | +100.0% | 0.02% | – |
SUSC | New | ISHARES TResg awre usd etf | $125,000 | – | 4,427 | +100.0% | 0.02% | – |
NGG | New | NATIONAL GRID PLCsponsored adr ne | $122,000 | – | 2,072 | +100.0% | 0.02% | – |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $126,000 | – | 542 | +100.0% | 0.02% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L | $125,000 | – | 6,362 | +100.0% | 0.02% | – |
AGGY | New | WISDOMTREE TRyield enhancd us | $125,000 | – | 2,328 | +100.0% | 0.02% | – |
IWV | New | ISHARES TRrussell 3000 etf | $123,000 | – | 548 | +100.0% | 0.02% | – |
ICF | New | ISHARES TRcohen steer reit | $128,000 | – | 2,383 | +100.0% | 0.02% | – |
New | CREDIT SUISSE AG NASSAU BRHlg cap grth enh | $120,000 | – | 219 | +100.0% | 0.02% | – | |
MA | New | MASTERCARD INCORPORATEDcl a | $119,000 | – | 333 | +100.0% | 0.02% | – |
EAGG | New | ISHARES TResg awr us agrgt | $119,000 | – | 2,109 | +100.0% | 0.02% | – |
FCOM | New | FIDELITY COVINGTON TRUST | $121,000 | – | 2,670 | +100.0% | 0.02% | – |
ISRG | New | INTUITIVE SURGICAL INC | $119,000 | – | 145 | +100.0% | 0.02% | – |
NFLX | New | NETFLIX INC | $120,000 | – | 222 | +100.0% | 0.02% | – |
EFAV | New | ISHARES TRmsci eafe min vl | $117,000 | – | 1,594 | +100.0% | 0.02% | – |
ALL | New | ALLSTATE CORP | $114,000 | – | 1,039 | +100.0% | 0.02% | – |
TXN | New | TEXAS INSTRS INC | $112,000 | – | 1,150 | +100.0% | 0.02% | – |
BIBL | New | NORTHERN LTS FD TR IVinspire 100etf | $110,000 | – | 3,000 | +100.0% | 0.02% | – |
VV | New | VANGUARD INDEX FDSlarge cap etf | $111,000 | – | 632 | +100.0% | 0.02% | – |
VDE | New | VANGUARD WORLD FDSenergy etf | $113,000 | – | 2,263 | +100.0% | 0.02% | – |
ORCL | New | ORACLE CORP | $115,000 | – | 1,783 | +100.0% | 0.02% | – |
APH | New | AMPHENOL CORP NEWcl a | $113,000 | – | 866 | +100.0% | 0.02% | – |
CL | New | COLGATE PALMOLIVE CO | $110,000 | – | 1,284 | +100.0% | 0.02% | – |
SDY | New | SPDR SER TRs&p divid etf | $115,000 | – | 1,089 | +100.0% | 0.02% | – |
SO | New | SOUTHERN CO | $103,000 | – | 1,673 | +100.0% | 0.02% | – |
NEA | New | NUVEEN AMT FREE QLTY MUN INC | $106,000 | – | 6,987 | +100.0% | 0.02% | – |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $104,000 | – | 1,660 | +100.0% | 0.02% | – |
NVS | New | NOVARTIS AGsponsored adr | $108,000 | – | 1,148 | +100.0% | 0.02% | – |
PAYX | New | PAYCHEX INC | $104,000 | – | 1,112 | +100.0% | 0.02% | – |
ANTM | New | ANTHEM INC | $100,000 | – | 311 | +100.0% | 0.02% | – |
CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $98,000 | – | 3,531 | +100.0% | 0.02% | – |
SRLP | New | SPRAGUE RES LP | $98,000 | – | 5,159 | +100.0% | 0.02% | – |
STK | New | COLUMBIA SELIGM PREM TECH GR | $99,000 | – | 4,324 | +100.0% | 0.02% | – |
WAT | New | WATERS CORP | $100,000 | – | 405 | +100.0% | 0.02% | – |
GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $102,000 | – | 1,348 | +100.0% | 0.02% | – |
VGT | New | VANGUARD WORLD FDSinf tech etf | $99,000 | – | 279 | +100.0% | 0.02% | – |
BOND | New | PIMCO ETF TRactive bd etf | $98,000 | – | 862 | +100.0% | 0.02% | – |
EXPD | New | EXPEDITORS INTL WASH INC | $95,000 | – | 1,000 | +100.0% | 0.01% | – |
BDX | New | BECTON DICKINSON & CO | $95,000 | – | 379 | +100.0% | 0.01% | – |
ADP | New | AUTOMATIC DATA PROCESSING IN | $91,000 | – | 514 | +100.0% | 0.01% | – |
ACN | New | ACCENTURE PLC IRELAND | $89,000 | – | 340 | +100.0% | 0.01% | – |
XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $91,000 | – | 568 | +100.0% | 0.01% | – |
KMI | New | KINDER MORGAN INC DEL | $86,000 | – | 6,287 | +100.0% | 0.01% | – |
EFA | New | ISHARES TRmsci eafe etf | $84,000 | – | 1,154 | +100.0% | 0.01% | – |
AMLP | New | ALPS ETF TRalerian mlp | $85,000 | – | 3,300 | +100.0% | 0.01% | – |
USB | New | US BANCORP DEL | $85,000 | – | 1,834 | +100.0% | 0.01% | – |
GWRE | New | GUIDEWIRE SOFTWARE INC | $84,000 | – | 650 | +100.0% | 0.01% | – |
AFL | New | AFLAC INC | $86,000 | – | 1,929 | +100.0% | 0.01% | – |
TLH | New | ISHARES TR10-20 yr trs etf | $86,000 | – | 538 | +100.0% | 0.01% | – |
APLE | New | APPLE HOSPITALITY REIT INC | $83,000 | – | 6,404 | +100.0% | 0.01% | – |
GLW | New | CORNING INC | $85,000 | – | 2,363 | +100.0% | 0.01% | – |
DTH | New | WISDOMTREE TRitl high div fd | $85,000 | – | 2,276 | +100.0% | 0.01% | – |
WPC | New | WP CAREY INC | $76,000 | – | 1,078 | +100.0% | 0.01% | – |
UNP | New | UNION PAC CORP | $77,000 | – | 369 | +100.0% | 0.01% | – |
TFC | New | TRUIST FINL CORP | $79,000 | – | 1,653 | +100.0% | 0.01% | – |
NVG | New | NUVEEN AMT FREE MUN CR INC F | $82,000 | – | 4,879 | +100.0% | 0.01% | – |
XYL | New | XYLEM INC | $78,000 | – | 766 | +100.0% | 0.01% | – |
DEO | New | DIAGEO PLCspon adr new | $80,000 | – | 506 | +100.0% | 0.01% | – |
APD | New | AIR PRODS & CHEMS INC | $70,000 | – | 258 | +100.0% | 0.01% | – |
KMB | New | KIMBERLY-CLARK CORP | $70,000 | – | 521 | +100.0% | 0.01% | – |
DVY | New | ISHARES TRselect divid etf | $71,000 | – | 741 | +100.0% | 0.01% | – |
DON | New | WISDOMTREE TRus midcap divid | $72,000 | – | 2,069 | +100.0% | 0.01% | – |
CVS | New | CVS HEALTH CORP | $63,000 | – | 923 | +100.0% | 0.01% | – |
XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $64,000 | – | 724 | +100.0% | 0.01% | – |
IWB | New | ISHARES TRrus 1000 etf | $64,000 | – | 304 | +100.0% | 0.01% | – |
XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $65,000 | – | 2,192 | +100.0% | 0.01% | – |
SIRI | New | SIRIUS XM HOLDINGS INC | $68,000 | – | 10,640 | +100.0% | 0.01% | – |
XEL | New | XCEL ENERGY INC | $66,000 | – | 992 | +100.0% | 0.01% | – |
TJX | New | TJX COS INC NEW | $63,000 | – | 916 | +100.0% | 0.01% | – |
BAX | New | BAXTER INTL INC | $69,000 | – | 861 | +100.0% | 0.01% | – |
IXJ | New | ISHARES TRglob hlthcre etf | $63,000 | – | 555 | +100.0% | 0.01% | – |
MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $68,000 | – | 163 | +100.0% | 0.01% | – |
ED | New | CONSOLIDATED EDISON INC | $67,000 | – | 933 | +100.0% | 0.01% | – |
MGK | New | VANGUARD WORLD FDmega grwth ind | $69,000 | – | 339 | +100.0% | 0.01% | – |
COP | New | CONOCOPHILLIPS | $58,000 | – | 1,456 | +100.0% | 0.01% | – |
SYK | New | STRYKER CORPORATION | $62,000 | – | 251 | +100.0% | 0.01% | – |
XT | New | ISHARES TRexponential tech | $61,000 | – | 1,063 | +100.0% | 0.01% | – |
MTUM | New | ISHARES TRmsci usa mmentm | $62,000 | – | 386 | +100.0% | 0.01% | – |
DTD | New | WISDOMTREE TRus total dividnd | $57,000 | – | 547 | +100.0% | 0.01% | – |
AWK | New | AMERICAN WTR WKS CO INC NEW | $58,000 | – | 377 | +100.0% | 0.01% | – |
SPMB | New | SPDR SER TRportfli mortgage | $58,000 | – | 2,212 | +100.0% | 0.01% | – |
DHR | New | DANAHER CORPORATION | $62,000 | – | 278 | +100.0% | 0.01% | – |
PFM | New | INVESCO EXCHANGE TRADED FD Tdivid achievev | $57,000 | – | 1,725 | +100.0% | 0.01% | – |
TD | New | TORONTO DOMINION BK ONT | $62,000 | – | 1,098 | +100.0% | 0.01% | – |
MET | New | METLIFE INC | $57,000 | – | 1,220 | +100.0% | 0.01% | – |
BP | New | BP PLCsponsored adr | $59,000 | – | 2,855 | +100.0% | 0.01% | – |
LULU | New | LULULEMON ATHLETICA INC | $62,000 | – | 179 | +100.0% | 0.01% | – |
PENN | New | PENN NATL GAMING INC | $59,000 | – | 681 | +100.0% | 0.01% | – |
IWR | New | ISHARES TRrus mid cap etf | $50,000 | – | 734 | +100.0% | 0.01% | – |
DLN | New | WISDOMTREE TRus largecap divd | $50,000 | – | 469 | +100.0% | 0.01% | – |
WEC | New | WEC ENERGY GROUP INC | $55,000 | – | 598 | +100.0% | 0.01% | – |
XLE | New | SELECT SECTOR SPDR TRenergy | $54,000 | – | 1,429 | +100.0% | 0.01% | – |
CSX | New | CSX CORP | $55,000 | – | 602 | +100.0% | 0.01% | – |
XBI | New | SPDR SER TRs&p biotech | $56,000 | – | 399 | +100.0% | 0.01% | – |
CWB | New | SPDR SER TRblmbrg brc cnvrt | $54,000 | – | 654 | +100.0% | 0.01% | – |
LAD | New | LITHIA MTRS INCcl a | $51,000 | – | 175 | +100.0% | 0.01% | – |
VTR | New | VENTAS INC | $50,000 | – | 1,025 | +100.0% | 0.01% | – |
ITW | New | ILLINOIS TOOL WKS INC | $53,000 | – | 262 | +100.0% | 0.01% | – |
CLX | New | CLOROX CO DEL | $51,000 | – | 252 | +100.0% | 0.01% | – |
DLR | New | DIGITAL RLTY TR INC | $45,000 | – | 321 | +100.0% | 0.01% | – |
FLRN | New | SPDR SER TRblomberg brc inv | $49,000 | – | 1,604 | +100.0% | 0.01% | – |
R | New | RYDER SYS INC | $45,000 | – | 727 | +100.0% | 0.01% | – |
BK | New | BANK NEW YORK MELLON CORP | $49,000 | – | 1,154 | +100.0% | 0.01% | – |
TGT | New | TARGET CORP | $43,000 | – | 245 | +100.0% | 0.01% | – |
PRU | New | PRUDENTIAL FINL INC | $48,000 | – | 620 | +100.0% | 0.01% | – |
FENY | New | FIDELITY COVINGTON TRUSTmsci energy idx | $46,000 | – | 4,501 | +100.0% | 0.01% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $43,000 | – | 257 | +100.0% | 0.01% | – |
FUTY | New | FIDELITY COVINGTON TRUSTmsci utils index | $43,000 | – | 1,055 | +100.0% | 0.01% | – |
SLB | New | SCHLUMBERGER LTD | $43,000 | – | 1,950 | +100.0% | 0.01% | – |
AXP | New | AMERICAN EXPRESS CO | $44,000 | – | 365 | +100.0% | 0.01% | – |
GD | New | GENERAL DYNAMICS CORP | $49,000 | – | 332 | +100.0% | 0.01% | – |
IGIB | New | ISHARES TR | $45,000 | – | 728 | +100.0% | 0.01% | – |
EZU | New | ISHARES INCmsci eurzone etf | $46,000 | – | 1,042 | +100.0% | 0.01% | – |
HIG | New | HARTFORD FINL SVCS GROUP INC | $45,000 | – | 921 | +100.0% | 0.01% | – |
EFG | New | ISHARES TReafe grwth etf | $40,000 | – | 399 | +100.0% | 0.01% | – |
DTE | New | DTE ENERGY CO | $37,000 | – | 307 | +100.0% | 0.01% | – |
PBCT | New | PEOPLES UNITED FINANCIAL INC | $38,000 | – | 2,934 | +100.0% | 0.01% | – |
VTEB | New | VANGUARD MUN BD FDStax exempt bd | $41,000 | – | 735 | +100.0% | 0.01% | – |
VAR | New | VARIAN MED SYS INC | $40,000 | – | 230 | +100.0% | 0.01% | – |
VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $37,000 | – | 377 | +100.0% | 0.01% | – |
TRV | New | TRAVELERS COMPANIES INC | $42,000 | – | 301 | +100.0% | 0.01% | – |
TROW | New | PRICE T ROWE GROUP INC | $39,000 | – | 259 | +100.0% | 0.01% | – |
BLK | New | BLACKROCK INC | $40,000 | – | 55 | +100.0% | 0.01% | – |
UL | New | UNILEVER PLCspon adr new | $37,000 | – | 609 | +100.0% | 0.01% | – |
PDBC | New | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $37,000 | – | 2,410 | +100.0% | 0.01% | – |
GILD | New | GILEAD SCIENCES INC | $42,000 | – | 720 | +100.0% | 0.01% | – |
ENB | New | ENBRIDGE INC | $39,000 | – | 1,229 | +100.0% | 0.01% | – |
CRM | New | SALESFORCE COM INC | $37,000 | – | 165 | +100.0% | 0.01% | – |
MKC | New | MCCORMICK & CO INC | $42,000 | – | 440 | +100.0% | 0.01% | – |
SNY | New | SANOFIsponsored adr | $40,000 | – | 829 | +100.0% | 0.01% | – |
LMT | New | LOCKHEED MARTIN CORP | $42,000 | – | 117 | +100.0% | 0.01% | – |
ETV | New | EATON VANCE TAX-MANAGED BUYEATON | $38,000 | – | 2,456 | +100.0% | 0.01% | – |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $39,000 | – | 575 | +100.0% | 0.01% | – |
DGRW | New | WISDOMTREE TRus qtly div grt | $38,000 | – | 708 | +100.0% | 0.01% | – |
ESGU | New | ISHARES TResg awr msci usa | $37,000 | – | 429 | +100.0% | 0.01% | – |
DES | New | WISDOMTREE TRus smallcap divd | $40,000 | – | 1,504 | +100.0% | 0.01% | – |
GS | New | GOLDMAN SACHS GROUP INC | $40,000 | – | 150 | +100.0% | 0.01% | – |
TSLA | New | TESLA INC | $39,000 | – | 55 | +100.0% | 0.01% | – |
AIN | New | ALBANY INTL CORPcl a | $41,000 | – | 558 | +100.0% | 0.01% | – |
ALK | New | ALASKA AIR GROUP INC | $39,000 | – | 750 | +100.0% | 0.01% | – |
AMD | New | ADVANCED MICRO DEVICES INC | $38,000 | – | 411 | +100.0% | 0.01% | – |
DRI | New | DARDEN RESTAURANTS INC | $42,000 | – | 350 | +100.0% | 0.01% | – |
LNT | New | ALLIANT ENERGY CORP | $33,000 | – | 635 | +100.0% | 0.01% | – |
SKYY | New | FIRST TR EXCHANGE TRADED FD | $33,000 | – | 350 | +100.0% | 0.01% | – |
ETN | New | EATON CORP PLC | $30,000 | – | 250 | +100.0% | 0.01% | – |
AEP | New | AMERICAN ELEC PWR CO INC | $35,000 | – | 416 | +100.0% | 0.01% | – |
HBAN | New | HUNTINGTON BANCSHARES INC | $35,000 | – | 2,773 | +100.0% | 0.01% | – |
ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $30,000 | – | 500 | +100.0% | 0.01% | – |
RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $33,000 | – | 200 | +100.0% | 0.01% | – |
IRM | New | IRON MTN INC NEW | $32,000 | – | 1,090 | +100.0% | 0.01% | – |
GCV | New | GABELLI CONV & INC SECS FD I | $33,000 | – | 5,334 | +100.0% | 0.01% | – |
FIVG | New | ETF SER SOLUTIONSdefiance next | $34,000 | – | 1,000 | +100.0% | 0.01% | – |
SOXX | New | ISHARES TRphlx semicnd etf | $36,000 | – | 95 | +100.0% | 0.01% | – |
ATO | New | ATMOS ENERGY CORP | $30,000 | – | 315 | +100.0% | 0.01% | – |
COST | New | COSTCO WHSL CORP NEW | $32,000 | – | 85 | +100.0% | 0.01% | – |
CXP | New | COLUMBIA PPTY TR INC | $30,000 | – | 2,103 | +100.0% | 0.01% | – |
MXI | New | ISHARES TRglobal mater etf | $31,000 | – | 455 | +100.0% | 0.01% | – |
IAT | New | ISHARES TRus regnl bks etf | $34,000 | – | 751 | +100.0% | 0.01% | – |
VDC | New | VANGUARD WORLD FDSconsum stp etf | $30,000 | – | 173 | +100.0% | 0.01% | – |
AOA | New | ISHARES TRaggres alloc etf | $31,000 | – | 489 | +100.0% | 0.01% | – |
SLV | New | ISHARES SILVER TRishares | $34,000 | – | 2,170 | +100.0% | 0.01% | – |
ESGE | New | ISHARES INCesg awr msci em | $33,000 | – | 794 | +100.0% | 0.01% | – |
SUI | New | SUN CMNTYS INC | $33,000 | – | 216 | +100.0% | 0.01% | – |
ICSH | New | ISHARES TRblackrock ultra | $34,000 | – | 670 | +100.0% | 0.01% | – |
BSX | New | BOSTON SCIENTIFIC CORP | $32,000 | – | 899 | +100.0% | 0.01% | – |
ACAD | New | ACADIA PHARMACEUTICALS INC | $33,000 | – | 725 | +100.0% | 0.01% | – |
K | New | KELLOGG CO | $35,000 | – | 562 | +100.0% | 0.01% | – |
VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $34,000 | – | 363 | +100.0% | 0.01% | – |
TRI | New | THOMSON REUTERS CORP. | $35,000 | – | 424 | +100.0% | 0.01% | – |
MAS | New | MASCO CORP | $30,000 | – | 548 | +100.0% | 0.01% | – |
JBSS | New | SANFILIPPO JOHN B & SON INC | $35,000 | – | 450 | +100.0% | 0.01% | – |
TFI | New | SPDR SER TRnuveen brc munic | $34,000 | – | 652 | +100.0% | 0.01% | – |
JWN | New | NORDSTROM INC | $36,000 | – | 526 | +100.0% | 0.01% | – |
VFC | New | V F CORP | $35,000 | – | 410 | +100.0% | 0.01% | – |
OLN | New | OLIN CORP | $35,000 | – | 1,694 | +100.0% | 0.01% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC | $27,000 | – | 669 | +100.0% | 0.00% | – |
FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $27,000 | – | 160 | +100.0% | 0.00% | – |
KOMP | New | SPDR SER TRs&p kensho new | $29,000 | – | 497 | +100.0% | 0.00% | – |
ZBH | New | ZIMMER BIOMET HOLDINGS INC | $27,000 | – | 175 | +100.0% | 0.00% | – |
VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $24,000 | – | 150 | +100.0% | 0.00% | – |
BNS | New | BANK NOVA SCOTIA B C | $24,000 | – | 438 | +100.0% | 0.00% | – |
NIM | New | NUVEEN SELECT MAT MUN FDsh ben int | $29,000 | – | 2,750 | +100.0% | 0.00% | – |
XSOE | New | WISDOMTREE TRem ex st-owned | $24,000 | – | 601 | +100.0% | 0.00% | – |
EET | New | PROSHARES TRmsci emrg etf | $24,000 | – | 250 | +100.0% | 0.00% | – |
LYB | New | LYONDELLBASELL INDUSTRIES N | $27,000 | – | 300 | +100.0% | 0.00% | – |
ACM | New | AECOM | $27,000 | – | 550 | +100.0% | 0.00% | – |
BX | New | BLACKSTONE GROUP INC | $26,000 | – | 400 | +100.0% | 0.00% | – |
MLM | New | MARTIN MARIETTA MATLS INC | $27,000 | – | 95 | +100.0% | 0.00% | – |
DD | New | DUPONT DE NEMOURS INC | $25,000 | – | 350 | +100.0% | 0.00% | – |
HRL | New | HORMEL FOODS CORP | $24,000 | – | 519 | +100.0% | 0.00% | – |
DOW | New | DOW INC | $29,000 | – | 519 | +100.0% | 0.00% | – |
GSEW | New | GOLDMAN SACHS ETF TRequal weight us | $26,000 | – | 450 | +100.0% | 0.00% | – |
C | New | CITIGROUP INC | $28,000 | – | 456 | +100.0% | 0.00% | – |
PYPL | New | PAYPAL HLDGS INC | $26,000 | – | 110 | +100.0% | 0.00% | – |
MCK | New | MCKESSON CORP | $27,000 | – | 155 | +100.0% | 0.00% | – |
ROBT | New | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $25,000 | – | 500 | +100.0% | 0.00% | – |
ERX | New | DIREXION SHS ETF TRdly enrgy bull2x | $28,000 | – | 2,000 | +100.0% | 0.00% | – |
VBK | New | VANGUARD INDEX FDSsml cp grw etf | $20,000 | – | 73 | +100.0% | 0.00% | – |
D | New | DOMINION ENERGY INC | $17,000 | – | 207 | +100.0% | 0.00% | – |
FSTA | New | FIDELITY COVINGTON TRUSTconsmr staples | $19,000 | – | 470 | +100.0% | 0.00% | – |
BME | New | BLACKROCK HEALTH SCIENCES TR | $19,000 | – | 410 | +100.0% | 0.00% | – |
VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $21,000 | – | 1,270 | +100.0% | 0.00% | – |
UTL | New | UNITIL CORP | $17,000 | – | 381 | +100.0% | 0.00% | – |
LTHM | New | LIVENT CORP | $18,000 | – | 950 | +100.0% | 0.00% | – |
DRE | New | DUKE REALTY CORP | $20,000 | – | 494 | +100.0% | 0.00% | – |
AMT | New | AMERICAN TOWER CORP NEW | $22,000 | – | 100 | +100.0% | 0.00% | – |
ATHA | New | ATHIRA PHARMA INC | $17,000 | – | 500 | +100.0% | 0.00% | – |
PMM | New | PUTNAM MANAGED MUN INCOME TR | $20,000 | – | 2,500 | +100.0% | 0.00% | – |
PSA | New | PUBLIC STORAGE | $21,000 | – | 91 | +100.0% | 0.00% | – |
ASML | New | ASML HOLDING N V | $17,000 | – | 34 | +100.0% | 0.00% | – |
MGM | New | MGM RESORTS INTERNATIONAL | $19,000 | – | 600 | +100.0% | 0.00% | – |
PPL | New | PPL CORP | $22,000 | – | 768 | +100.0% | 0.00% | – |
PVH | New | PVH CORPORATION | $19,000 | – | 200 | +100.0% | 0.00% | – |
SAP | New | SAP SEspon adr | $18,000 | – | 136 | +100.0% | 0.00% | – |
IRBO | New | ISHARES TRrobotics artif | $18,000 | – | 450 | +100.0% | 0.00% | – |
PSX | New | PHILLIPS 66 | $22,000 | – | 309 | +100.0% | 0.00% | – |
IDV | New | ISHARES TRintl sel div etf | $23,000 | – | 793 | +100.0% | 0.00% | – |
ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $20,000 | – | 51 | +100.0% | 0.00% | – |
WDC | New | WESTERN DIGITAL CORP. | $17,000 | – | 300 | +100.0% | 0.00% | – |
MFC | New | MANULIFE FINL CORP | $21,000 | – | 1,194 | +100.0% | 0.00% | – |
USIG | New | ISHARES TRusd inv grde etf | $21,000 | – | 333 | +100.0% | 0.00% | – |
WFC | New | WELLS FARGO CO NEW | $17,000 | – | 549 | +100.0% | 0.00% | – |
CCI | New | CROWN CASTLE INTL CORP NEW | $20,000 | – | 123 | +100.0% | 0.00% | – |
VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $22,000 | – | 314 | +100.0% | 0.00% | – |
JBLU | New | JETBLUE AWYS CORP | $21,000 | – | 1,412 | +100.0% | 0.00% | – |
EZM | New | WISDOMTREE TRus midcap fund | $21,000 | – | 472 | +100.0% | 0.00% | – |
SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $20,000 | – | 351 | +100.0% | 0.00% | – |
CATC | New | CAMBRIDGE BANCORP | $19,000 | – | 271 | +100.0% | 0.00% | – |
MTD | New | METTLER TOLEDO INTERNATIONAL | $23,000 | – | 20 | +100.0% | 0.00% | – |
DKS | New | DICKS SPORTING GOODS INC | $17,000 | – | 300 | +100.0% | 0.00% | – |
AB | New | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $22,000 | – | 650 | +100.0% | 0.00% | – |
MCO | New | MOODYS CORP | $20,000 | – | 70 | +100.0% | 0.00% | – |
MS | New | MORGAN STANLEY | $19,000 | – | 279 | +100.0% | 0.00% | – |
NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $23,000 | – | 920 | +100.0% | 0.00% | – |
GPC | New | GENUINE PARTS CO | $19,000 | – | 187 | +100.0% | 0.00% | – |
TBT | New | PROSHARES TR | $18,000 | – | 1,080 | +100.0% | 0.00% | – |
DEM | New | WISDOMTREE TRemer mkt high fd | $18,000 | – | 426 | +100.0% | 0.00% | – |
PSR | New | INVESCO ACTIVELY MANAGED ETFactive us real | $22,000 | – | 250 | +100.0% | 0.00% | – |
DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $18,000 | – | 60 | +100.0% | 0.00% | – |
TXT | New | TEXTRON INC | $20,000 | – | 444 | +100.0% | 0.00% | – |
SPIB | New | SPDR SER TRportfolio intrmd | $20,000 | – | 576 | +100.0% | 0.00% | – |
QAI | New | INDEXIQ ETF TRhedge mlti etf | $18,000 | – | 618 | +100.0% | 0.00% | – |
SLYV | New | SPDR SER TRs&p 600 smcp val | $17,000 | – | 250 | +100.0% | 0.00% | – |
NANR | New | SPDR INDEX SHS FDSs&p north amer | $22,000 | – | 655 | +100.0% | 0.00% | – |
LUV | New | SOUTHWEST AIRLS CO | $23,000 | – | 487 | +100.0% | 0.00% | – |
GM | New | GENERAL MTRS CO | $23,000 | – | 552 | +100.0% | 0.00% | – |
ROP | New | ROPER TECHNOLOGIES INC | $18,000 | – | 42 | +100.0% | 0.00% | – |
ISMD | New | NORTHERN LTS FD TR IVinspire smal etf | $19,000 | – | 650 | +100.0% | 0.00% | – |
NOC | New | NORTHROP GRUMMAN CORP | $20,000 | – | 65 | +100.0% | 0.00% | – |
UFPT | New | UFP TECHNOLOGIES INC | $12,000 | – | 250 | +100.0% | 0.00% | – |
STX | New | SEAGATE TECHNOLOGY PLC | $11,000 | – | 200 | +100.0% | 0.00% | – |
ITA | New | ISHARES TRus aer def etf | $10,000 | – | 108 | +100.0% | 0.00% | – |
KDNY | New | CHINOOK THERAPEUTICS INC | $10,000 | – | 600 | +100.0% | 0.00% | – |
CERN | New | CERNER CORP | $16,000 | – | 200 | +100.0% | 0.00% | – |
WCN | New | WASTE CONNECTIONS INC | $15,000 | – | 150 | +100.0% | 0.00% | – |
EFV | New | ISHARES TReafe value etf | $11,000 | – | 234 | +100.0% | 0.00% | – |
PAWZ | New | PROSHARES TRpet care etf | $16,000 | – | 228 | +100.0% | 0.00% | – |
IYG | New | ISHARES TRu.s. fin svc etf | $11,000 | – | 72 | +100.0% | 0.00% | – |
ALC | New | ALCON AG | $10,000 | – | 158 | +100.0% | 0.00% | – |
HDV | New | ISHARES TRcore high dv etf | $10,000 | – | 113 | +100.0% | 0.00% | – |
QUAL | New | ISHARES TRmsci usa qlt fct | $11,000 | – | 95 | +100.0% | 0.00% | – |
ZTS | New | ZOETIS INCcl a | $16,000 | – | 96 | +100.0% | 0.00% | – |
DFS | New | DISCOVER FINL SVCS | $14,000 | – | 150 | +100.0% | 0.00% | – |
TFX | New | TELEFLEX INCORPORATED | $10,000 | – | 24 | +100.0% | 0.00% | – |
SYF | New | SYNCHRONY FINANCIAL | $14,000 | – | 410 | +100.0% | 0.00% | – |
DSL | New | DOUBLELINE INCOME SOLUTIONS | $14,000 | – | 858 | +100.0% | 0.00% | – |
WCLD | New | WISDOMTREE TR | $11,000 | – | 200 | +100.0% | 0.00% | – |
DOV | New | DOVER CORP | $13,000 | – | 100 | +100.0% | 0.00% | – |
SBUX | New | STARBUCKS CORP | $15,000 | – | 145 | +100.0% | 0.00% | – |
AVGO | New | BROADCOM INC | $11,000 | – | 25 | +100.0% | 0.00% | – |
SRC | New | SPIRIT RLTY CAP INC NEW | $16,000 | – | 400 | +100.0% | 0.00% | – |
VOX | New | VANGUARD WORLD FDS | $16,000 | – | 188 | +100.0% | 0.00% | – |
RCL | New | ROYAL CARIBBEAN GROUP | $10,000 | – | 140 | +100.0% | 0.00% | – |
HYS | New | PIMCO ETF TR0-5 high yield | $10,000 | – | 100 | +100.0% | 0.00% | – |
FE | New | FIRSTENERGY CORP | $13,000 | – | 408 | +100.0% | 0.00% | – |
HACK | New | ETF MANAGERS TRprime cybr scrty | $12,000 | – | 200 | +100.0% | 0.00% | – |
KKR | New | KKR & CO INC | $16,000 | – | 385 | +100.0% | 0.00% | – |
PLNT | New | PLANET FITNESS INCcl a | $16,000 | – | 200 | +100.0% | 0.00% | – |
KEY | New | KEYCORP | $12,000 | – | 727 | +100.0% | 0.00% | – |
ITEQ | New | ETF MANAGERS TRbluestar israel | $14,000 | – | 200 | +100.0% | 0.00% | – |
AVB | New | AVALONBAY CMNTYS INC | $14,000 | – | 85 | +100.0% | 0.00% | – |
EVN | New | EATON VANCE MUNI INCOME TRUSsh ben int | $10,000 | – | 779 | +100.0% | 0.00% | – |
ETO | New | EATON VANCE TAX-ADVANTAGED G | $13,000 | – | 500 | +100.0% | 0.00% | – |
KHC | New | KRAFT HEINZ CO | $16,000 | – | 451 | +100.0% | 0.00% | – |
XLB | New | SELECT SECTOR SPDR TRsbi materials | $14,000 | – | 200 | +100.0% | 0.00% | – |
LEG | New | LEGGETT & PLATT INC | $15,000 | – | 346 | +100.0% | 0.00% | – |
SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $11,000 | – | 177 | +100.0% | 0.00% | – |
LNC | New | LINCOLN NATL CORP IND | $12,000 | – | 246 | +100.0% | 0.00% | – |
ESRT | New | EMPIRE ST RLTY TR INCcl a | $13,000 | – | 1,400 | +100.0% | 0.00% | – |
BLD | New | TOPBUILD CORP | $11,000 | – | 60 | +100.0% | 0.00% | – |
BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $14,000 | – | 617 | +100.0% | 0.00% | – |
HSIC | New | HENRY SCHEIN INC | $11,000 | – | 167 | +100.0% | 0.00% | – |
ARCC | New | ARES CAPITAL CORP | $12,000 | – | 724 | +100.0% | 0.00% | – |
ARKF | New | ARK ETF TRfintech innova | $10,000 | – | 210 | +100.0% | 0.00% | – |
POR | New | PORTLAND GEN ELEC CO | $13,000 | – | 300 | +100.0% | 0.00% | – |
EFO | New | PROSHARES TRultr msci etf | $16,000 | – | 380 | +100.0% | 0.00% | – |
PICB | New | INVESCO EXCH TRADED FD TR IIintl corp bd | $13,000 | – | 475 | +100.0% | 0.00% | – |
DXJ | New | WISDOMTREE TRjapn hedge eqt | $10,000 | – | 200 | +100.0% | 0.00% | – |
XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $13,000 | – | 267 | +100.0% | 0.00% | – |
AWR | New | AMER STATES WTR CO | $12,000 | – | 150 | +100.0% | 0.00% | – |
MRNA | New | MODERNA INC | $10,000 | – | 96 | +100.0% | 0.00% | – |
MDLZ | New | MONDELEZ INTL INCcl a | $11,000 | – | 196 | +100.0% | 0.00% | – |
BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $10,000 | – | 200 | +100.0% | 0.00% | – |
PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $10,000 | – | 205 | +100.0% | 0.00% | – |
VTRS | New | VIATRIS INC | $15,000 | – | 792 | +100.0% | 0.00% | – |
NNN | New | NATIONAL RETAIL PROPERTIES I | $10,000 | – | 247 | +100.0% | 0.00% | – |
EQC | New | EQUITY COMWLTH | $10,000 | – | 362 | +100.0% | 0.00% | – |
FAST | New | FASTENAL CO | $16,000 | – | 336 | +100.0% | 0.00% | – |
IR | New | INGERSOLL RAND INC | $11,000 | – | 242 | +100.0% | 0.00% | – |
DWX | New | SPDR INDEX SHS FDSs&p intl etf | $10,000 | – | 266 | +100.0% | 0.00% | – |
FSKR | New | FS KKR CAP CORP II | $11,000 | – | 689 | +100.0% | 0.00% | – |
FRT | New | FEDERAL RLTY INVT TRsh ben int new | $14,000 | – | 166 | +100.0% | 0.00% | – |
TM | New | TOYOTA MOTOR CORP | $10,000 | – | 65 | +100.0% | 0.00% | – |
UBA | New | URSTADT BIDDLE PPTYS INCcl a | $13,000 | – | 898 | +100.0% | 0.00% | – |
NVDA | New | NVIDIA CORPORATION | $16,000 | – | 30 | +100.0% | 0.00% | – |
HST | New | HOST HOTELS & RESORTS INC | $12,000 | – | 851 | +100.0% | 0.00% | – |
JCI | New | JOHNSON CTLS INTL PLC | $14,000 | – | 297 | +100.0% | 0.00% | – |
OXY | New | OCCIDENTAL PETE CORP | $10,000 | – | 596 | +100.0% | 0.00% | – |
HSY | New | HERSHEY CO | $11,000 | – | 70 | +100.0% | 0.00% | – |
UTHR | New | UNITED THERAPEUTICS CORP DEL | $16,000 | – | 105 | +100.0% | 0.00% | – |
HE | New | HAWAIIAN ELEC INDUSTRIES | $14,000 | – | 500 | +100.0% | 0.00% | – |
PNC | New | PNC FINL SVCS GROUP INC | $11,000 | – | 75 | +100.0% | 0.00% | – |
NLY | New | ANNALY CAPITAL MANAGEMENT IN | $12,000 | – | 1,465 | +100.0% | 0.00% | – |
BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $14,000 | – | 200 | +100.0% | 0.00% | – |
ADI | New | ANALOG DEVICES INC | $12,000 | – | 79 | +100.0% | 0.00% | – |
CTVA | New | CORTEVA INC | $11,000 | – | 281 | +100.0% | 0.00% | – |
WOOD | New | ISHARES TRgl timb fore etf | $10,000 | – | 125 | +100.0% | 0.00% | – |
PFG | New | PRINCIPAL FINANCIAL GROUP IN | $10,000 | – | 200 | +100.0% | 0.00% | – |
FOF | New | COHEN & STEERS CLOSED END OP | $15,000 | – | 1,176 | +100.0% | 0.00% | – |
ABB | New | ABB LTDsponsored adr | $6,000 | – | 206 | +100.0% | 0.00% | – |
ADS | New | ALLIANCE DATA SYSTEMS CORP | $9,000 | – | 46 | +100.0% | 0.00% | – |
APA | New | APACHE CORP | $5,000 | – | 231 | +100.0% | 0.00% | – |
AZN | New | ASTRAZENECA PLCsponsored adr | $8,000 | – | 151 | +100.0% | 0.00% | – |
CAR | New | AVIS BUDGET GROUP | $5,000 | – | 100 | +100.0% | 0.00% | – |
BCE | New | BCE INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
BIDU | New | BAIDU INCspon adr rep a | $5,000 | – | 25 | +100.0% | 0.00% | – |
BDJ | New | BLACKROCK ENHANCED EQUITY DI | $5,000 | – | 751 | +100.0% | 0.00% | – |
MEN | New | BLACKROCK MUNIENHANCED FD IN | $6,000 | – | 500 | +100.0% | 0.00% | – |
WIFI | New | BOINGO WIRELESS INC | $8,000 | – | 625 | +100.0% | 0.00% | – |
BKNG | New | BOOKING HOLDINGS INC | $9,000 | – | 4 | +100.0% | 0.00% | – |
BRX | New | BRIXMOR PPTY GROUP INC | $7,000 | – | 430 | +100.0% | 0.00% | – |
CCL | New | CARNIVAL CORPunit 99/99/9999 | $6,000 | – | 280 | +100.0% | 0.00% | – |
CE | New | CELANESE CORP DEL | $6,000 | – | 50 | +100.0% | 0.00% | – |
CNP | New | CENTERPOINT ENERGY INC | $6,000 | – | 295 | +100.0% | 0.00% | – |
LUMN | New | LUMEN TECHNOLOGIES INC | $8,000 | – | 822 | +100.0% | 0.00% | – |
COKE | New | COCA COLA CONS INC | $5,000 | – | 20 | +100.0% | 0.00% | – |
CXW | New | CORECIVIC INC | $6,000 | – | 300 | +100.0% | 0.00% | – |
CMI | New | CUMMINS INC | $6,000 | – | 50 | +100.0% | 0.00% | – |
DVN | New | DEVON ENERGY CORP NEW | $4,000 | – | 115 | +100.0% | 0.00% | – |
DIN | New | DINE BRANDS GLOBAL INC | $5,000 | – | 90 | +100.0% | 0.00% | – |
EDC | New | DIREXION SHS ETF TRdly emg mk bl 3x | $7,000 | – | 81 | +100.0% | 0.00% | – |
JETS | New | ETF SER SOLUTIONSus glb jets | $7,000 | – | 300 | +100.0% | 0.00% | – |
MJ | New | ETF MANAGERS TRetfmg altr hrvst | $4,000 | – | 250 | +100.0% | 0.00% | – |
EBC | New | EASTERN BANKSHARES INC | $8,000 | – | 500 | +100.0% | 0.00% | – |
EMN | New | EASTMAN CHEM CO | $7,000 | – | 70 | +100.0% | 0.00% | – |
EVF | New | EATON VANCE SR INCOME TRsh ben int | $4,000 | – | 595 | +100.0% | 0.00% | – |
EDIT | New | EDITAS MEDICINE INC | $7,000 | – | 100 | +100.0% | 0.00% | – |
ET | New | ENERGY TRANSFER LP | $9,000 | – | 1,524 | +100.0% | 0.00% | – |
EQX | New | EQUINOX GOLD CORP | $5,000 | – | 500 | +100.0% | 0.00% | – |
FNCL | New | FIDELITY COVINGTON TRUSTmsci finls idx | $6,000 | – | 207 | +100.0% | 0.00% | – |
FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $7,000 | – | 70 | +100.0% | 0.00% | – |
FRGI | New | FIESTA RESTAURANT GROUP INC | $4,000 | – | 200 | +100.0% | 0.00% | – |
AG | New | FIRST MAJESTIC SILVER CORP | $4,000 | – | 332 | +100.0% | 0.00% | – |
F | New | FORD MTR CO DEL | $9,000 | – | 1,074 | +100.0% | 0.00% | – |
FBHS | New | FORTUNE BRANDS HOME & SEC IN | $4,000 | – | 51 | +100.0% | 0.00% | – |
FCPT | New | FOUR CORNERS PPTY TR INC | $5,000 | – | 158 | +100.0% | 0.00% | – |
FTF | New | FRANKLIN LTD DURATION INCOME | $5,000 | – | 500 | +100.0% | 0.00% | – |
GWPH | New | GW PHARMACEUTICALS PLCads | $6,000 | – | 50 | +100.0% | 0.00% | – |
GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $6,000 | – | 165 | +100.0% | 0.00% | – |
HAL | New | HALLIBURTON CO | $7,000 | – | 380 | +100.0% | 0.00% | – |
HBI | New | HANESBRANDS INC | $9,000 | – | 600 | +100.0% | 0.00% | – |
THG | New | HANOVER INS GROUP INC | $7,000 | – | 63 | +100.0% | 0.00% | – |
HOG | New | HARLEY DAVIDSON INC | $7,000 | – | 204 | +100.0% | 0.00% | – |
HPE | New | HEWLETT PACKARD ENTERPRISE C | $6,000 | – | 479 | +100.0% | 0.00% | – |
HUBS | New | HUBSPOT INC | $6,000 | – | 15 | +100.0% | 0.00% | – |
ITT | New | ITT INC | $5,000 | – | 133 | +100.0% | 0.00% | – |
WOMN | New | IMPACT SHS FDS I TRywca womens etf | $4,000 | – | 150 | +100.0% | 0.00% | – |
INCY | New | INCYTE CORP | $6,000 | – | 70 | +100.0% | 0.00% | – |
PWB | New | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $5,000 | – | 69 | +100.0% | 0.00% | – |
DBC | New | INVESCO DB COMMDY INDX TRCKunit | $7,000 | – | 475 | +100.0% | 0.00% | – |
PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $4,000 | – | 139 | +100.0% | 0.00% | – |
XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $6,000 | – | 144 | +100.0% | 0.00% | – |
IXC | New | ISHARES TRglobal energ etf | $5,000 | – | 150 | +100.0% | 0.00% | – |
IGV | New | ISHARES TRexpanded tech | $8,000 | – | 24 | +100.0% | 0.00% | – |
IGM | New | ISHARES TRexpnd tec sc etf | $5,000 | – | 13 | +100.0% | 0.00% | – |
IWN | New | ISHARES TRrus 2000 val etf | $7,000 | – | 50 | +100.0% | 0.00% | – |
IDU | New | ISHARES TRu.s. utilits etf | $4,000 | – | 56 | +100.0% | 0.00% | – |
SCZ | New | ISHARES TReafe sml cp etf | $4,000 | – | 54 | +100.0% | 0.00% | – |
MBB | New | ISHARES TRmbs etf | $6,000 | – | 50 | +100.0% | 0.00% | – |
KSS | New | KOHLS CORP | $9,000 | – | 225 | +100.0% | 0.00% | – |
PHG | New | KONINKLIJKE PHILIPS N Vny reg sh new | $4,000 | – | 80 | +100.0% | 0.00% | – |
KR | New | KROGER CO | $8,000 | – | 250 | +100.0% | 0.00% | – |
KYMR | New | KYMERA THERAPEUTICS INC | $9,000 | – | 150 | +100.0% | 0.00% | – |
MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $4,000 | – | 100 | +100.0% | 0.00% | – |
MAIN | New | MAIN STR CAP CORP | $9,000 | – | 255 | +100.0% | 0.00% | – |
NCR | New | NCR CORP NEW | $4,000 | – | 102 | +100.0% | 0.00% | – |
NBH | New | NEUBERGER BERMAN MUN FD INC | $9,000 | – | 561 | +100.0% | 0.00% | – |
NI | New | NISOURCE INC | $9,000 | – | 379 | +100.0% | 0.00% | – |
NUAN | New | NUANCE COMMUNICATIONS INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
NS | New | NUSTAR ENERGY LP | $5,000 | – | 200 | +100.0% | 0.00% | – |
PPG | New | PPG INDS INC | $8,000 | – | 59 | +100.0% | 0.00% | – |
PEN | New | PENUMBRA INC | $5,000 | – | 27 | +100.0% | 0.00% | – |
PSTH | New | PERSHING SQUARE TONTINE HLDG | $5,000 | – | 180 | +100.0% | 0.00% | – |
DOC | New | PHYSICIANS RLTY TR | $9,000 | – | 532 | +100.0% | 0.00% | – |
APTS | New | PREFERRED APT CMNTYS INC | $5,000 | – | 665 | +100.0% | 0.00% | – |
URE | New | PROSHARES TRult r/est new | $4,000 | – | 58 | +100.0% | 0.00% | – |
UPRO | New | PROSHARES TRultrpro s&p500 | $4,000 | – | 50 | +100.0% | 0.00% | – |
PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $7,000 | – | 186 | +100.0% | 0.00% | – |
REG | New | REGENCY CTRS CORP | $6,000 | – | 134 | +100.0% | 0.00% | – |
REPL | New | REPLIMUNE GROUP INC | $8,000 | – | 200 | +100.0% | 0.00% | – |
RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $6,000 | – | 166 | +100.0% | 0.00% | – |
HYMB | New | SPDR SER TRnuveen bbg brcly | $9,000 | – | 148 | +100.0% | 0.00% | – |
SBRA | New | SABRA HEALTH CARE REIT INC | $5,000 | – | 280 | +100.0% | 0.00% | – |
SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $5,000 | – | 52 | +100.0% | 0.00% | – |
SCHH | New | SCHWAB STRATEGIC TRus reit etf | $5,000 | – | 120 | +100.0% | 0.00% | – |
SENS | New | SENSEONICS HLDGS INC | $5,000 | – | 5,750 | +100.0% | 0.00% | – |
SVC | New | SERVICE PPTYS TR | $4,000 | – | 387 | +100.0% | 0.00% | – |
SHW | New | SHERWIN WILLIAMS CO | $7,000 | – | 9 | +100.0% | 0.00% | – |
WORK | New | SLACK TECHNOLOGIES INC | $8,000 | – | 200 | +100.0% | 0.00% | – |
SMTX | New | SMTC CORP | $5,000 | – | 1,000 | +100.0% | 0.00% | – |
SNA | New | SNAP ON INC | $7,000 | – | 42 | +100.0% | 0.00% | – |
SWK | New | STANLEY BLACK & DECKER INC | $8,000 | – | 45 | +100.0% | 0.00% | – |
STT | New | STATE STR CORP | $5,000 | – | 85 | +100.0% | 0.00% | – |
HNDL | New | STRATEGY SHSns 7handl idx | $5,000 | – | 204 | +100.0% | 0.00% | – |
SYY | New | SYSCO CORP | $9,000 | – | 126 | +100.0% | 0.00% | – |
SKT | New | TANGER FACTORY OUTLET CTRS I | $7,000 | – | 700 | +100.0% | 0.00% | – |
TS | New | TENARIS S Asponsored ads | $6,000 | – | 346 | +100.0% | 0.00% | – |
TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $5,000 | – | 503 | +100.0% | 0.00% | – |
TTE | New | TOTAL SEsponsored ads | $5,000 | – | 110 | +100.0% | 0.00% | – |
MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $6,000 | – | 92 | +100.0% | 0.00% | – |
VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $6,000 | – | 30 | +100.0% | 0.00% | – |
VO | New | VANGUARD INDEX FDSmid cap etf | $8,000 | – | 37 | +100.0% | 0.00% | – |
WM | New | WASTE MGMT INC DEL | $6,000 | – | 49 | +100.0% | 0.00% | – |
WEX | New | WEX INC | $8,000 | – | 68 | +100.0% | 0.00% | – |
WMB | New | WILLIAMS COS INC | $6,000 | – | 279 | +100.0% | 0.00% | – |
WYND | New | WYNDHAM DESTINATIONS INC | $4,000 | – | 89 | +100.0% | 0.00% | – |
ZIOP | New | ZIOPHARM ONCOLOGY INC | $6,000 | – | 2,500 | +100.0% | 0.00% | – |
ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $9,000 | – | 27 | +100.0% | 0.00% | – |
AMCR | New | AMCOR PLCord | $4,000 | – | 329 | +100.0% | 0.00% | – |
APTV | New | APTIV PLC | $7,000 | – | 51 | +100.0% | 0.00% | – |
CB | New | CHUBB LIMITED | $8,000 | – | 58 | +100.0% | 0.00% | – |
AUDC | New | AUDIOCODES LTDord | $4,000 | – | 150 | +100.0% | 0.00% | – |
RDFN | New | REDFIN CORP | $1,000 | – | 20 | +100.0% | 0.00% | – |
TA | New | TRAVELCENTERS OF AMERICA INC | $2,000 | – | 500 | +100.0% | 0.00% | – |
PPT | New | PUTNAM PREMIER INCOME TRsh ben int | $1,000 | – | 163 | +100.0% | 0.00% | – |
PB | New | PROSPERITY BANCSHARES INC | $0 | – | 1 | +100.0% | 0.00% | – |
PTE | New | POLARITYTE INC | $0 | – | 20 | +100.0% | 0.00% | – |
ULBI | New | ULTRALIFE CORP | $0 | – | 500 | +100.0% | 0.00% | – |
PLUG | New | PLUG POWER INC | $0 | – | 132 | +100.0% | 0.00% | – |
PSTHWS | New | PERSHING SQUARE TONTINE HLDG*w exp 07/24/202 | $0 | – | 20 | +100.0% | 0.00% | – |
OPEN | New | OPENDOOR TECHNOLOGIES INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
OMC | New | OMNICOM GROUP INC | $0 | – | 72 | +100.0% | 0.00% | – |
OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 50 | +100.0% | 0.00% | – |
JDD | New | NUVEEN DIVERSIFIED DIVID & I | $0 | – | 2,818 | +100.0% | 0.00% | – |
NVO | New | NOVO-NORDISK A Sadr | $3,000 | – | 70 | +100.0% | 0.00% | – |
NVAX | New | NOVAVAX INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
VALE | New | VALE S Asponsored ads | $0 | – | 128 | +100.0% | 0.00% | – |
GDX | New | VANECK VECTORS ETF TRcall | $0 | – | 200 | +100.0% | 0.00% | – |
ADXS | New | ADVAXIS INC | $0 | – | 7 | +100.0% | 0.00% | – |
NOK | New | NOKIA CORPsponsored adr | $0 | – | 75 | +100.0% | 0.00% | – |
NWS | New | NEWS CORP NEWcl b | $0 | – | 352 | +100.0% | 0.00% | – |
NWSA | New | NEWS CORP NEWcl a | $1,000 | – | 110 | +100.0% | 0.00% | – |
NWL | New | NEWELL BRANDS INC | $3,000 | – | 148 | +100.0% | 0.00% | – |
NYCB | New | NEW YORK CMNTY BANCORP INC | $2,000 | – | 200 | +100.0% | 0.00% | – |
NNDM | New | NANO DIMENSION LTDsponsord ads new | $1,000 | – | 100 | +100.0% | 0.00% | – |
MSI | New | MOTOROLA SOLUTIONS INC | $0 | – | 32 | +100.0% | 0.00% | – |
M | New | MACYS INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
MBI | New | MBIA INC | $2,000 | – | 250 | +100.0% | 0.00% | – |
LAZR | New | LUMINAR TECHNOLOGIES INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
LYV | New | LIVE NATION ENTERTAINMENT IN | $0 | – | 5 | +100.0% | 0.00% | – |
LTRPA | New | LIBERTY TRIPADVISOR HLDGS IN | $2,000 | – | 200 | +100.0% | 0.00% | – |
KTB | New | KONTOOR BRANDS INC | $2,000 | – | 58 | +100.0% | 0.00% | – |
KL | New | KIRKLAND LAKE GOLD LTD | $2,000 | – | 51 | +100.0% | 0.00% | – |
KIM | New | KIMCO RLTY CORP | $1,000 | – | 94 | +100.0% | 0.00% | – |
REM | New | ISHARES TRmortge rel etf | $0 | – | 14 | +100.0% | 0.00% | – |
IDEV | New | ISHARES TRcore msci intl | $1,000 | – | 12 | +100.0% | 0.00% | – |
IPAC | New | ISHARES TRcore msci pac | $1,000 | – | 11 | +100.0% | 0.00% | – |
GSG | New | ISHARES S&P GSCI COMMODITYISHARESunit ben int | $0 | – | 340 | +100.0% | 0.00% | – |
IHF | New | ISHARES TRus hlthcr pr etf | $2,000 | – | 10 | +100.0% | 0.00% | – |
IAK | New | ISHARES TRu.s. insrnce etf | $1,000 | – | 10 | +100.0% | 0.00% | – |
IGF | New | ISHARES TRglb infrastr etf | $1,000 | – | 21 | +100.0% | 0.00% | – |
AGZ | New | ISHARES TRagency bond etf | $3,000 | – | 27 | +100.0% | 0.00% | – |
IYE | New | ISHARES TRu.s. energy etf | $1,000 | – | 60 | +100.0% | 0.00% | – |
IEF | New | ISHARES TRbarclays 7 10 yr | $2,000 | – | 13 | +100.0% | 0.00% | – |
ILCG | New | ISHARES TRmrngstr lg-cp gr | $2,000 | – | 6 | +100.0% | 0.00% | – |
OEF | New | ISHARES TRs&p 100 etf | $0 | – | 98 | +100.0% | 0.00% | – |
EEMS | New | ISHARES INCem mkt sm-cp etf | $1,000 | – | 28 | +100.0% | 0.00% | – |
PHB | New | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $2,000 | – | 150 | +100.0% | 0.00% | – |
INO | New | INOVIO PHARMACEUTICALS INC | $1,000 | – | 125 | +100.0% | 0.00% | – |
HES | New | HESS CORP | $0 | – | 86 | +100.0% | 0.00% | – |
HTA | New | HEALTHCARE TR AMER INCcl a new | $3,000 | – | 120 | +100.0% | 0.00% | – |
HSBC | New | HSBC HLDGS PLCspon adr new | $3,000 | – | 125 | +100.0% | 0.00% | – |
GLDD | New | GREAT LAKES DREDGE & DOCK CO | $2,000 | – | 119 | +100.0% | 0.00% | – |
GSV | New | GOLD STD VENTURES CORP | $2,000 | – | 3,000 | +100.0% | 0.00% | – |
MDRX | New | ALLSCRIPTS HEALTHCARE SOLUTN | $0 | – | 112 | +100.0% | 0.00% | – |
GKOS | New | GLAUKOS CORP | $1,000 | – | 12 | +100.0% | 0.00% | – |
FUBO | New | FUBOTV INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
VBR | New | VANGUARD INDEX FDSsm cp val etf | $3,000 | – | 19 | +100.0% | 0.00% | – |
AGI | New | ALAMOS GOLD INC NEW | $1,000 | – | 100 | +100.0% | 0.00% | – |
BEN | New | FRANKLIN RESOURCES INC | $1,000 | – | 22 | +100.0% | 0.00% | – |
FNV | New | FRANCO NEV CORP | $3,000 | – | 20 | +100.0% | 0.00% | – |
FISV | New | FISERV INC | $0 | – | 100 | +100.0% | 0.00% | – |
QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $2,000 | – | 30 | +100.0% | 0.00% | – |
FSLY | New | FASTLY INCcl a | $2,000 | – | 20 | +100.0% | 0.00% | – |
ERIC | New | ERICSSONadr b sek 10 | $2,000 | – | 200 | +100.0% | 0.00% | – |
VER | New | VEREIT INC | $3,000 | – | 78 | +100.0% | 0.00% | – |
ENPH | New | ENPHASE ENERGY INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
VIAC | New | VIACOMCBS INCcl b | $1,000 | – | 15 | +100.0% | 0.00% | – |
ENR | New | ENERGIZER HLDGS INC NEW | $2,000 | – | 32 | +100.0% | 0.00% | – |
EA | New | ELECTRONIC ARTS INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
SOLO | New | ELECTRAMECCANICA VEHS CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
DKNG | New | DRAFTKINGS INC | $3,000 | – | 73 | +100.0% | 0.00% | – |
DFIN | New | DONNELLEY FINL SOLUTIONS INC | $0 | – | 18 | +100.0% | 0.00% | – |
WAB | New | WABTEC | $2,000 | – | 23 | +100.0% | 0.00% | – |
RRD | New | DONNELLEY R R & SONS CO | $0 | – | 49 | +100.0% | 0.00% | – |
DPZ | New | DOMINOS PIZZA INC | $2,000 | – | 8 | +100.0% | 0.00% | – |
XRAY | New | DENTSPLY SIRONA INC | $0 | – | 310 | +100.0% | 0.00% | – |
PNR | New | PENTAIR PLC | $2,000 | – | 43 | +100.0% | 0.00% | – |
DELL | New | DELL TECHNOLOGIES INCcl c | $1,000 | – | 16 | +100.0% | 0.00% | – |
DXC | New | DXC TECHNOLOGY CO | $0 | – | 3 | +100.0% | 0.00% | – |
CREE | New | CREE INC | $2,000 | – | 21 | +100.0% | 0.00% | – |
COWN | New | COWEN INCcl a new | $1,000 | – | 27 | +100.0% | 0.00% | – |
CVET | New | COVETRUS INC | $3,000 | – | 112 | +100.0% | 0.00% | – |
WRK | New | WESTROCK CO | $0 | – | 12 | +100.0% | 0.00% | – |
AEM | New | AGNICO EAGLE MINES LTD | $2,000 | – | 35 | +100.0% | 0.00% | – |
WHR | New | WHIRLPOOL CORP | $3,000 | – | 17 | +100.0% | 0.00% | – |
ASIX | New | ADVANSIX INC | $0 | – | 4 | +100.0% | 0.00% | – |
CMA | New | COMERICA INC | $0 | – | 80 | +100.0% | 0.00% | – |
CRNC | New | CERENCE INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
CVE | New | CENOVUS ENERGY INC | $0 | – | 95 | +100.0% | 0.00% | – |
CAH | New | CARDINAL HEALTH INC | $0 | – | 45 | +100.0% | 0.00% | – |
DRW | New | WISDOMTREE TRglb ex us rl est | $0 | – | 1,763 | +100.0% | 0.00% | – |
COF | New | CAPITAL ONE FINL CORP | $0 | – | 116 | +100.0% | 0.00% | – |
CGC | New | CANOPY GROWTH CORP | $0 | – | 2 | +100.0% | 0.00% | – |
EES | New | WISDOMTREE TRus smallcap fund | $2,000 | – | 42 | +100.0% | 0.00% | – |
CWH | New | CAMPING WORLD HLDGS INCcl a | $0 | – | 113 | +100.0% | 0.00% | – |
CRH | New | CRH PLCadr | $1,000 | – | 29 | +100.0% | 0.00% | – |
CHRW | New | C H ROBINSON WORLDWIDE INC | $0 | – | 120 | +100.0% | 0.00% | – |
BHF | New | BRIGHTHOUSE FINL INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
EGF | New | BLACKROCK ENHANCED GOVT FD I | $0 | – | 709 | +100.0% | 0.00% | – |
BNTX | New | BIONTECH SEsponsored ads | $2,000 | – | 30 | +100.0% | 0.00% | – |
BMRN | New | BIOMARIN PHARMACEUTICAL INC | $2,000 | – | 31 | +100.0% | 0.00% | – |
BHP | New | BHP GROUP LTDsponsored ads | $3,000 | – | 55 | +100.0% | 0.00% | – |
BLI | New | BERKELEY LTS INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
WWE | New | WORLD WRESTLING ENTMT INCcl a | $0 | – | 100 | +100.0% | 0.00% | – |
WW | New | WW INTL INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
POWW | New | AMMO INC | $1,000 | – | 380 | +100.0% | 0.00% | – |
BBBY | New | BED BATH & BEYOND INC | $0 | – | 10 | +100.0% | 0.00% | – |
SAN | New | BANCO SANTANDER S.A.adr | $0 | – | 97 | +100.0% | 0.00% | – |
XRX | New | XEROX HOLDINGS CORP | $0 | – | 248 | +100.0% | 0.00% | – |
BLDP | New | BALLARD PWR SYS INC NEW | $1,000 | – | 535 | +100.0% | 0.00% | – |
AVNS | New | AVANOS MED INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
YMTX | New | YUMANITY THERAPEUTICS INC | $1,000 | – | 75 | +100.0% | 0.00% | – |
ALV | New | AUTOLIV INC | $0 | – | 44 | +100.0% | 0.00% | – |
ZG | New | ZILLOW GROUP INCcl a | $3,000 | – | 20 | +100.0% | 0.00% | – |
ADSK | New | AUTODESK INC | $2,000 | – | 6 | +100.0% | 0.00% | – |
YOLO | New | ADVISORSHARES TRpure cannabis | $2,000 | – | 100 | +100.0% | 0.00% | – |
ACB | New | AURORA CANNABIS INC | $0 | – | 5 | +100.0% | 0.00% | – |
SPOT | New | SPOTIFY TECHNOLOGY S A | $0 | – | 1 | +100.0% | 0.00% | – |
ADNT | New | ADIENT PLC | $0 | – | 13 | +100.0% | 0.00% | – |
ALLE | New | ALLEGION PLC | $3,000 | – | 25 | +100.0% | 0.00% | – |
AMC | New | AMC ENTMT HLDGS INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
ANET | New | ARISTA NETWORKS INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
ADM | New | ARCHER DANIELS MIDLAND CO | $0 | – | 2,340 | +100.0% | 0.00% | – |
CWK | New | CUSHMAN WAKEFIELD PLC | $0 | – | 20 | +100.0% | 0.00% | – |
GIM | New | TEMPLETON GLOBAL INCOME FD | $2,000 | – | 400 | +100.0% | 0.00% | – |
ANSS | New | ANSYS INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
TDC | New | TERADATA CORP DEL | $2,000 | – | 102 | +100.0% | 0.00% | – |
TMUS | New | T-MOBILE US INC | $0 | – | 2 | +100.0% | 0.00% | – |
AEO | New | AMERICAN EAGLE OUTFITTERS IN | $1,000 | – | 50 | +100.0% | 0.00% | – |
STAG | New | STAG INDL INC | $0 | – | 10 | +100.0% | 0.00% | – |
SQ | New | SQUARE INCcl a | $0 | – | 1 | +100.0% | 0.00% | – |
SI | New | SILVERGATE CAP CORPcl a | $0 | – | 60 | +100.0% | 0.00% | – |
SA | New | SEABRIDGE GOLD INC | $3,000 | – | 160 | +100.0% | 0.00% | – |
SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $1,000 | – | 25 | +100.0% | 0.00% | – |
TLRY | New | TILRAY INC | $0 | – | 10 | +100.0% | 0.00% | – |
SCHW | New | SCHWAB CHARLES CORP | $3,000 | – | 94 | +100.0% | 0.00% | – |
XOP | New | SPDR SER TRs&p oilgas exp | $3,000 | – | 50 | +100.0% | 0.00% | – |
AAL | New | AMERICAN AIRLS GROUP INC | $2,000 | – | 112 | +100.0% | 0.00% | – |
RAD | New | RITE AID CORP | $1,000 | – | 50 | +100.0% | 0.00% | – |
REZI | New | RESIDEO TECHNOLOGIES INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 12 | Q3 2023 | 29.6% |
ISHARES TR | 12 | Q3 2023 | 11.8% |
VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 7.6% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 6.3% |
VANGUARD BD INDEX FDS | 12 | Q3 2023 | 5.1% |
ISHARES TR | 12 | Q3 2023 | 5.1% |
ISHARES TR | 12 | Q3 2023 | 3.1% |
VANGUARD BD INDEX FDS | 12 | Q3 2023 | 3.4% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 3.4% |
VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 3.3% |
View Charter Oak Capital Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-26 |
13F-HR | 2023-10-05 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-19 |
13F-HR | 2023-01-20 |
13F-HR | 2022-12-06 |
13F-HR | 2022-07-21 |
13F-HR | 2022-05-05 |
13F-HR | 2022-02-09 |
13F-HR | 2021-11-08 |
View Charter Oak Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.