$818 Million is the total value of Charter Oak Capital Management, LLC's 1034 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 31.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $215,207,000 | +0.3% | 474,348 | +5.4% | 26.31% | +5.5% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $62,462,000 | +2.4% | 1,084,599 | +8.9% | 7.64% | +7.7% |
| AGG | Sell | ISHARES TRcore us aggbd et | $54,082,000 | -31.0% | 504,973 | -26.5% | 6.61% | -27.4% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $40,120,000 | -6.3% | 515,010 | -2.8% | 4.91% | -1.5% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $37,003,000 | +0.9% | 223,366 | +11.4% | 4.52% | +6.1% |
| IXUS | Buy | ISHARES TRcore msci total | $31,725,000 | -4.1% | 476,493 | +2.1% | 3.88% | +0.8% |
| IGSB | Buy | ISHARES TR | $23,960,000 | -0.7% | 465,009 | +3.8% | 2.93% | +4.4% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $16,440,000 | -11.2% | 206,695 | -5.4% | 2.01% | -6.6% |
| BNDW | Sell | VANGUARD SCOTTSDALE FDStotal wld bd etf | $16,136,000 | -19.7% | 217,679 | -15.1% | 1.97% | -15.6% |
| IAGG | Sell | ISHARES TRcore intl aggr | $15,961,000 | -16.3% | 306,164 | -12.4% | 1.95% | -11.9% |
| VOO | Buy | VANGUARD INDEX FDS | $14,553,000 | +6.7% | 35,054 | +12.3% | 1.78% | +12.2% |
| AAPL | Sell | APPLE INC | $11,833,000 | -1.8% | 67,769 | -0.1% | 1.45% | +3.3% |
| SLQD | Sell | ISHARES TR0-5yr invt gr cp | $11,669,000 | -7.6% | 236,406 | -4.4% | 1.43% | -2.7% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $11,152,000 | -5.7% | 111,764 | -0.0% | 1.36% | -0.8% |
| RESP | Sell | WISDOMTREE TRus esg fund | $9,607,000 | -7.4% | 198,996 | -1.7% | 1.18% | -2.6% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $7,326,000 | +2.7% | 128,080 | +11.4% | 0.90% | +8.1% |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $7,237,000 | -6.6% | 138,465 | -0.6% | 0.88% | -1.8% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $7,080,000 | +4.2% | 135,018 | +9.6% | 0.87% | +9.6% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $6,751,000 | -4.2% | 69,713 | +5.1% | 0.82% | +0.6% |
| TIP | Sell | ISHARES TRtips bd etf | $5,891,000 | -6.8% | 47,291 | -3.3% | 0.72% | -2.0% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $5,473,000 | -9.5% | 87,870 | -0.9% | 0.67% | -4.8% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $5,457,000 | -7.0% | 65,460 | -4.6% | 0.67% | -2.2% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $5,249,000 | -6.5% | 86,101 | +1.0% | 0.64% | -1.7% |
| NUBD | Sell | NUSHARES ETF TRnuveen esg us | $4,838,000 | -11.3% | 200,585 | -5.6% | 0.59% | -6.6% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,770,000 | -8.0% | 103,399 | -1.3% | 0.58% | -3.2% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $4,535,000 | +421.9% | 89,766 | +423.9% | 0.56% | +449.5% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $4,491,000 | +2.9% | 92,672 | +7.1% | 0.55% | +8.3% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $4,409,000 | -8.7% | 57,731 | -0.0% | 0.54% | -4.1% |
| SUSB | Sell | ISHARES TResg awre 1 5 yr | $4,397,000 | -13.5% | 178,720 | -9.8% | 0.54% | -9.0% |
| IXN | Buy | ISHARES TRglobal tech etf | $4,386,000 | -9.0% | 75,600 | +1.0% | 0.54% | -4.3% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $4,117,000 | -2.7% | 85,727 | +3.5% | 0.50% | +2.2% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $4,016,000 | +0.2% | 49,535 | +8.7% | 0.49% | +5.4% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $3,994,000 | -8.2% | 89,213 | -2.9% | 0.49% | -3.6% |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $3,609,000 | -6.0% | 48,733 | -1.0% | 0.44% | -1.1% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $3,438,000 | +34.3% | 22,079 | +35.1% | 0.42% | +40.9% |
| IDXX | Sell | IDEXX LABS INC | $3,391,000 | -17.3% | 6,199 | -0.4% | 0.42% | -13.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,232,000 | -0.3% | 7,156 | +4.8% | 0.40% | +4.8% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $3,161,000 | -5.3% | 10,992 | +5.7% | 0.39% | -0.3% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,774,000 | +16.0% | 18,772 | +15.5% | 0.34% | +21.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,740,000 | -3.0% | 16,895 | +2.7% | 0.34% | +2.1% |
| MSFT | Buy | MICROSOFT CORP | $2,734,000 | +8.4% | 8,868 | +16.6% | 0.33% | +14.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,500,000 | -14.7% | 14,106 | -17.6% | 0.31% | -10.3% |
| IBDN | Buy | ISHARES TRibonds dec22 etf | $2,380,000 | +3.0% | 95,057 | +3.5% | 0.29% | +8.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,183,000 | -6.2% | 9,587 | -0.6% | 0.27% | -1.5% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $2,176,000 | +25.6% | 28,684 | +26.3% | 0.27% | +32.3% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $2,151,000 | -4.6% | 8,454 | -0.1% | 0.26% | +0.4% |
| MDT | Sell | MEDTRONIC PLC | $2,066,000 | +6.4% | 18,617 | -0.8% | 0.25% | +11.9% |
| IEMG | Sell | ISHARES INCcore msci emkt | $1,931,000 | -13.3% | 34,761 | -6.6% | 0.24% | -8.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,787,000 | -6.0% | 11,693 | +0.6% | 0.22% | -0.9% |
| SPXL | Sell | DIREXION SHS ETF TRdrx s&p500bull | $1,783,000 | -16.8% | 14,881 | -0.4% | 0.22% | -12.4% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,676,000 | +41.1% | 21,462 | +46.8% | 0.20% | +48.6% |
| ESML | Buy | ISHARES TResg aware msci | $1,666,000 | -1.7% | 43,806 | +4.2% | 0.20% | +3.6% |
| MUB | Sell | ISHARES TRnational mun etf | $1,662,000 | -14.2% | 15,165 | -9.0% | 0.20% | -9.8% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $1,550,000 | -32.4% | 15,856 | -24.6% | 0.19% | -28.8% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $1,485,000 | -5.5% | 17,149 | +1.4% | 0.18% | -0.5% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $1,382,000 | +1.8% | 54,683 | +3.3% | 0.17% | +7.0% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $1,385,000 | -10.1% | 27,644 | -5.2% | 0.17% | -5.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,366,000 | -1.1% | 10,019 | +14.9% | 0.17% | +3.7% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $1,287,000 | -10.1% | 4,217 | +0.3% | 0.16% | -5.4% |
| INTC | Sell | INTEL CORP | $1,275,000 | -5.0% | 25,725 | -1.3% | 0.16% | 0.0% |
| IYW | Sell | ISHARES TRu.s. tech etf | $1,241,000 | -11.2% | 12,044 | -1.1% | 0.15% | -6.7% |
| CRM | Buy | SALESFORCE COM INC | $1,220,000 | +93.0% | 5,744 | +131.1% | 0.15% | +104.1% |
| ABBV | Buy | ABBVIE INC | $1,194,000 | +35.1% | 7,368 | +12.9% | 0.15% | +41.7% |
| XOM | Sell | EXXON MOBIL CORP | $1,193,000 | +26.8% | 14,440 | -6.1% | 0.15% | +33.9% |
| IGR | Sell | CBRE GBL REAL ESTATE INC FD | $1,186,000 | -8.1% | 131,145 | -0.6% | 0.14% | -3.3% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $1,174,000 | -10.1% | 15,920 | -3.2% | 0.14% | -5.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,147,000 | -4.7% | 16,499 | +2.3% | 0.14% | 0.0% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $1,142,000 | +1.8% | 7,057 | -1.6% | 0.14% | +7.7% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,104,000 | -5.8% | 4,113 | -0.7% | 0.14% | -0.7% |
| AMAT | Sell | APPLIED MATLS INC | $1,080,000 | -22.3% | 8,191 | -7.3% | 0.13% | -18.5% |
| NEE | Buy | NEXTERA ENERGY INC | $1,069,000 | +1.2% | 12,616 | +11.5% | 0.13% | +6.5% |
| MRK | Buy | MERCK & CO INC | $1,061,000 | +7.5% | 12,933 | +0.4% | 0.13% | +13.0% |
| EWC | Sell | ISHARES INCmsci cda etf | $1,029,000 | -2.1% | 25,599 | -6.4% | 0.13% | +3.3% |
| IYK | Buy | ISHARES TRus consm staples | $1,004,000 | +3.3% | 5,009 | +3.2% | 0.12% | +8.8% |
| TEL | Buy | TE CONNECTIVITY LTD | $994,000 | -18.5% | 7,589 | +0.5% | 0.12% | -14.1% |
| PEP | Buy | PEPSICO INC | $962,000 | -1.4% | 5,747 | +2.3% | 0.12% | +4.4% |
| HPQ | Sell | HP INC | $962,000 | -6.1% | 26,501 | -2.6% | 0.12% | -0.8% |
| EXI | Buy | ISHARES TRglob indstrl etf | $947,000 | -6.0% | 8,158 | +0.0% | 0.12% | -0.9% |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $937,000 | +24.3% | 9,737 | +28.1% | 0.12% | +30.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $920,000 | -7.4% | 4,480 | +0.3% | 0.11% | -2.6% |
| MCD | Buy | MCDONALDS CORP | $890,000 | -7.6% | 3,599 | +0.2% | 0.11% | -2.7% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $879,000 | -7.7% | 8,152 | -2.0% | 0.11% | -3.6% |
| IEUR | Sell | ISHARES TRcore msci euro | $854,000 | -11.4% | 15,995 | -3.5% | 0.10% | -7.1% |
| Sell | GENERAL ELECTRIC CO | $823,000 | -3.3% | 8,999 | -0.1% | 0.10% | +2.0% | |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $804,000 | -1.6% | 7,964 | +4.3% | 0.10% | +3.2% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $804,000 | -2.8% | 13,461 | +3.4% | 0.10% | +2.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $795,000 | +22.3% | 2,253 | +3.6% | 0.10% | +27.6% |
| WSO | Buy | WATSCO INC | $786,000 | +0.5% | 2,580 | +3.2% | 0.10% | +5.5% |
| ACWV | Sell | ISHARES INCmsci gbl min vol | $776,000 | -25.5% | 7,398 | -23.1% | 0.10% | -21.5% |
| AMZN | Buy | AMAZON COM INC | $769,000 | -0.6% | 236 | +1.7% | 0.09% | +4.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $752,000 | -6.0% | 14,755 | -4.1% | 0.09% | -1.1% |
| HD | Sell | HOME DEPOT INC | $732,000 | -28.6% | 2,447 | -0.9% | 0.09% | -24.4% |
| ESGU | Buy | ISHARES TResg awr msci usa | $716,000 | -5.7% | 7,066 | +0.5% | 0.09% | 0.0% |
| IYF | Buy | ISHARES TRu.s. finls etf | $709,000 | +0.9% | 8,388 | +3.5% | 0.09% | +6.1% |
| USMV | Sell | ISHARES TRmsci usa min vol | $673,000 | -10.1% | 8,674 | -6.3% | 0.08% | -5.7% |
| SHV | Sell | ISHARES TRshort treas bd | $666,000 | -2.2% | 6,039 | -2.0% | 0.08% | +2.5% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $657,000 | -6.0% | 4,135 | +2.9% | 0.08% | -1.2% |
| BAC | Sell | BK OF AMERICA CORP | $654,000 | -8.5% | 15,869 | -1.2% | 0.08% | -3.6% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $657,000 | +69.8% | 12,728 | +81.6% | 0.08% | +77.8% |
| GOVT | Buy | ISHARES TRus treas bd etf | $657,000 | -5.9% | 26,377 | +0.8% | 0.08% | -1.2% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $658,000 | +13.6% | 6,646 | -1.2% | 0.08% | +19.4% |
| DE | Buy | DEERE & CO | $640,000 | +27.0% | 1,540 | +4.8% | 0.08% | +32.2% |
| YUM | YUM BRANDS INC | $630,000 | -14.6% | 5,315 | 0.0% | 0.08% | -10.5% | |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $618,000 | +24.8% | 3,919 | +28.9% | 0.08% | +31.0% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $613,000 | -12.2% | 1,692 | -3.5% | 0.08% | -7.4% |
| A | AGILENT TECHNOLOGIES INC | $609,000 | 0.0% | 6,094 | 0.0% | 0.07% | +4.2% | |
| IYJ | Buy | ISHARES TRus industrials | $607,000 | -0.5% | 5,754 | +6.4% | 0.07% | +4.2% |
| DIS | Buy | DISNEY WALT CO | $597,000 | -7.7% | 4,349 | +4.1% | 0.07% | -2.7% |
| CVX | Buy | CHEVRON CORP NEW | $587,000 | +46.0% | 3,607 | +5.3% | 0.07% | +53.2% |
| PFE | Buy | PFIZER INC | $580,000 | -12.1% | 11,197 | +0.1% | 0.07% | -7.8% |
| ABT | Buy | ABBOTT LABS | $576,000 | +34.0% | 4,869 | +59.5% | 0.07% | +40.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $576,000 | +78.9% | 206 | +85.6% | 0.07% | +89.2% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $567,000 | -8.3% | 12,556 | -0.8% | 0.07% | -4.2% |
| PFF | Buy | ISHARES TRpfd and incm sec | $547,000 | -1.1% | 15,024 | +7.2% | 0.07% | +4.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $530,000 | +19.9% | 1,040 | +18.0% | 0.06% | +27.5% |
| QCOM | QUALCOMM INC | $532,000 | -16.5% | 3,482 | 0.0% | 0.06% | -12.2% | |
| KO | Buy | COCA COLA CO | $525,000 | +4.8% | 8,476 | +0.2% | 0.06% | +10.3% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $512,000 | +12.8% | 7,791 | +18.0% | 0.06% | +18.9% |
| AMP | Buy | AMERIPRISE FINL INC | $505,000 | +1.2% | 1,681 | +1.6% | 0.06% | +6.9% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $500,000 | -22.5% | 10,091 | -21.8% | 0.06% | -18.7% |
| SSO | Buy | PROSHARES TR | $478,000 | -11.8% | 7,278 | +96.6% | 0.06% | -7.9% |
| SPXS | Sell | DIREXION SHS ETF TRdly s&p500 br 3x | $458,000 | -16.6% | 26,000 | -22.4% | 0.06% | -12.5% |
| IUSB | Sell | ISHARES TRcore total usd | $452,000 | -11.2% | 9,113 | -5.3% | 0.06% | -6.8% |
| SUSL | ISHARES TResg msci leadr | $436,000 | -6.0% | 5,500 | 0.0% | 0.05% | -1.9% | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $429,000 | +12.6% | 2,017 | +19.8% | 0.05% | +18.2% |
| T | Sell | AT&T INC | $423,000 | -8.8% | 17,901 | -5.2% | 0.05% | -3.7% |
| GLD | Buy | SPDR GOLD TR | $415,000 | +8.9% | 2,297 | +3.1% | 0.05% | +15.9% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $411,000 | -1.9% | 3,790 | +4.9% | 0.05% | +2.0% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $408,000 | +7.1% | 2,319 | +0.5% | 0.05% | +13.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $401,000 | +12.3% | 144 | +17.1% | 0.05% | +16.7% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $395,000 | -46.5% | 4,824 | -42.7% | 0.05% | -44.2% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $396,000 | -39.9% | 3,274 | -34.2% | 0.05% | -37.7% |
| CSCO | Buy | CISCO SYS INC | $396,000 | -4.3% | 7,090 | +8.6% | 0.05% | 0.0% |
| TBF | PROSHARES TRshrt 20+yr tre | $384,000 | 0.0% | 16,764 | 0.0% | 0.05% | +4.4% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $380,000 | -4.0% | 643 | +8.4% | 0.05% | 0.0% |
| ONEQ | Sell | FIDELITY COMWLTH TR | $351,000 | -21.1% | 6,313 | -13.7% | 0.04% | -17.3% |
| ESGE | Buy | ISHARES INCesg awr msci em | $349,000 | -3.9% | 9,510 | +4.2% | 0.04% | +2.4% |
| CAT | Buy | CATERPILLAR INC | $347,000 | +8.8% | 1,557 | +0.8% | 0.04% | +13.5% |
| WMT | Buy | WALMART INC | $346,000 | +9.1% | 2,325 | +6.1% | 0.04% | +13.5% |
| YUMC | YUM CHINA HLDGS INC | $343,000 | -16.7% | 8,265 | 0.0% | 0.04% | -12.5% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $347,000 | -5.7% | 1,664 | 0.0% | 0.04% | -2.3% | |
| WTRG | Buy | ESSENTIAL UTILS INC | $334,000 | -4.3% | 6,540 | +0.5% | 0.04% | 0.0% |
| DHS | WISDOMTREE TRus high dividend | $327,000 | +6.9% | 3,708 | 0.0% | 0.04% | +11.1% | |
| Buy | DIREXION SHS ETF TRdaily tech oct21 | $330,000 | +81.3% | 10,500 | +61.5% | 0.04% | +90.5% | |
| GIS | GENERAL MLS INC | $318,000 | +0.3% | 4,701 | 0.0% | 0.04% | +5.4% | |
| PM | PHILIP MORRIS INTL INC | $316,000 | -0.9% | 3,360 | 0.0% | 0.04% | +5.4% | |
| DTN | Buy | WISDOMTREE TRus ai enhanced | $315,000 | -1.9% | 3,178 | +0.0% | 0.04% | +5.4% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $311,000 | -7.4% | 5,107 | -4.5% | 0.04% | -2.6% |
| EWJ | Sell | ISHARES INCmsci jpn etf new | $304,000 | -9.8% | 4,927 | -2.1% | 0.04% | -5.1% |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $304,000 | -15.1% | 4,844 | -27.1% | 0.04% | -11.9% |
| DUK | DUKE ENERGY CORP NEW | $297,000 | +6.5% | 2,662 | 0.0% | 0.04% | +12.5% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $294,000 | -2.6% | 2,264 | +0.0% | 0.04% | +2.9% |
| HON | Buy | HONEYWELL INTL INC | $287,000 | +0.7% | 1,475 | +8.1% | 0.04% | +6.1% |
| New | PROSHARES TRultrapro sht qqq | $289,000 | – | 8,592 | +100.0% | 0.04% | – | |
| UTF | Buy | COHEN & STEERS INFRASTRUCTUR | $279,000 | +1.8% | 9,634 | +0.1% | 0.03% | +6.2% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $278,000 | -5.8% | 2,475 | -6.1% | 0.03% | 0.0% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $260,000 | +130.1% | 2,427 | +7.2% | 0.03% | +146.2% |
| FCOM | Buy | FIDELITY COVINGTON TRUST | $264,000 | +3.9% | 5,801 | +17.5% | 0.03% | +6.7% |
| LOW | Buy | LOWES COS INC | $259,000 | -17.8% | 1,283 | +5.3% | 0.03% | -13.5% |
| BAX | Buy | BAXTER INTL INC | $263,000 | +270.4% | 3,390 | +309.4% | 0.03% | +300.0% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $262,000 | -3.3% | 4,112 | +0.0% | 0.03% | 0.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $256,000 | +32.0% | 3,509 | +12.9% | 0.03% | +34.8% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $256,000 | +4.9% | 1,541 | +6.2% | 0.03% | +10.7% |
| BA | Sell | BOEING CO | $246,000 | -13.1% | 1,282 | -8.8% | 0.03% | -9.1% |
| FDIS | Buy | FIDELITY COVINGTON TRUSTmsci consm dis | $247,000 | -5.4% | 3,120 | +5.7% | 0.03% | 0.0% |
| NKE | Sell | NIKE INCcl b | $244,000 | -22.0% | 1,811 | -3.4% | 0.03% | -16.7% |
| LLY | Buy | LILLY ELI & CO | $249,000 | +3.8% | 871 | +0.1% | 0.03% | +7.1% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $238,000 | -8.1% | 4,410 | -3.7% | 0.03% | -3.3% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $227,000 | -15.3% | 4,839 | -9.2% | 0.03% | -9.7% |
| AOM | Buy | ISHARES TRmodert alloc etf | $230,000 | +10.0% | 5,345 | +16.1% | 0.03% | +16.7% |
| IYM | Buy | ISHARES TRu.s. bas mtl etf | $229,000 | +9.6% | 1,531 | +2.5% | 0.03% | +16.7% |
| TXN | TEXAS INSTRS INC | $217,000 | -2.7% | 1,183 | 0.0% | 0.03% | +3.8% | |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $219,000 | -6.8% | 2,666 | -1.5% | 0.03% | 0.0% |
| NUDM | NUSHARES ETF TRnuveen esg intl | $213,000 | -7.0% | 7,395 | 0.0% | 0.03% | -3.7% | |
| O | Buy | REALTY INCOME CORP | $214,000 | +1.9% | 3,087 | +5.3% | 0.03% | +8.3% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $208,000 | +77.8% | 1,257 | +102.1% | 0.02% | +78.6% |
| IWF | ISHARES TRrus 1000 grw etf | $205,000 | -8.9% | 737 | 0.0% | 0.02% | -3.8% | |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $204,000 | -13.9% | 4,443 | +1.6% | 0.02% | -10.7% |
| NSC | NORFOLK SOUTHN CORP | $208,000 | -4.1% | 729 | 0.0% | 0.02% | 0.0% | |
| V | Buy | VISA INC | $207,000 | +13.7% | 933 | +11.3% | 0.02% | +19.0% |
| MMM | Buy | 3M CO | $203,000 | +8.0% | 1,366 | +28.9% | 0.02% | +13.6% |
| CI | CIGNA CORP NEW | $202,000 | +4.1% | 845 | 0.0% | 0.02% | +8.7% | |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $203,000 | -12.1% | 2,420 | -2.9% | 0.02% | -7.4% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $199,000 | -11.6% | 2,583 | +0.0% | 0.02% | -7.7% |
| AMGN | Sell | AMGEN INC | $196,000 | -4.9% | 810 | -11.5% | 0.02% | 0.0% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $200,000 | +3.1% | 1,461 | +6.3% | 0.02% | +4.3% |
| SDY | SPDR SER TRs&p divid etf | $191,000 | -1.0% | 1,492 | 0.0% | 0.02% | +4.5% | |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $189,000 | -10.4% | 1,508 | -0.9% | 0.02% | -8.0% |
| EMR | Sell | EMERSON ELEC CO | $182,000 | +2.2% | 1,856 | -3.1% | 0.02% | +4.8% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $183,000 | -2.1% | 1,527 | +0.1% | 0.02% | 0.0% |
| AOR | ISHARES TRgrwt allocat etf | $181,000 | -5.2% | 3,354 | 0.0% | 0.02% | 0.0% | |
| MO | Sell | ALTRIA GROUP INC | $168,000 | +7.7% | 3,224 | -2.3% | 0.02% | +16.7% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $171,000 | -80.7% | 1,704 | -80.4% | 0.02% | -79.6% |
| CNP | Buy | CENTERPOINT ENERGY INC | $175,000 | +12.9% | 5,721 | +2.9% | 0.02% | +16.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $165,000 | +17.0% | 490 | +44.1% | 0.02% | +25.0% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $162,000 | -1.8% | 1,581 | +0.1% | 0.02% | +5.3% |
| UNP | Buy | UNION PAC CORP | $165,000 | +132.4% | 605 | +116.1% | 0.02% | +150.0% |
| DON | Buy | WISDOMTREE TRus midcap divid | $164,000 | 0.0% | 3,703 | +0.0% | 0.02% | +5.3% |
| STIP | New | ISHARES TR0-5 yr tips etf | $162,000 | – | 1,541 | +100.0% | 0.02% | – |
| ES | Sell | EVERSOURCE ENERGY | $167,000 | -12.1% | 1,895 | -9.5% | 0.02% | -9.1% |
| NGG | NATIONAL GRID PLCsponsored adr ne | $161,000 | +6.6% | 2,090 | 0.0% | 0.02% | +11.1% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $154,000 | +27.3% | 5,953 | +7.8% | 0.02% | +35.7% |
| COP | Buy | CONOCOPHILLIPS | $157,000 | +49.5% | 1,570 | +7.5% | 0.02% | +58.3% |
| BGRN | Sell | ISHARES TRusd grn bond etf | $157,000 | -25.6% | 3,104 | -20.1% | 0.02% | -24.0% |
| PAYX | PAYCHEX INC | $152,000 | 0.0% | 1,112 | 0.0% | 0.02% | +5.6% | |
| IRM | IRON MTN INC NEW | $144,000 | +5.9% | 2,590 | 0.0% | 0.02% | +12.5% | |
| HUM | Buy | HUMANA INC | $148,000 | -3.9% | 339 | +2.4% | 0.02% | 0.0% |
| SJNK | SPDR SER TRbloomberg sht te | $147,000 | -3.3% | 5,612 | 0.0% | 0.02% | 0.0% | |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $150,000 | +4.9% | 2,610 | +14.0% | 0.02% | +5.9% |
| EPP | Sell | ISHARES INCmsci pac jp etf | $150,000 | -1.3% | 3,043 | -4.2% | 0.02% | 0.0% |
| TRU | TRANSUNION | $150,000 | -12.8% | 1,450 | 0.0% | 0.02% | -10.0% | |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $137,000 | +6.2% | 2,492 | +16.2% | 0.02% | +13.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $140,000 | +16.7% | 393 | +18.0% | 0.02% | +21.4% |
| HIG | HARTFORD FINL SVCS GROUP INC | $142,000 | +3.6% | 1,982 | 0.0% | 0.02% | +6.2% | |
| ORCL | Buy | ORACLE CORP | $139,000 | +0.7% | 1,683 | +6.7% | 0.02% | +6.2% |
| KMI | Sell | KINDER MORGAN INC DEL | $140,000 | +12.0% | 7,391 | -6.1% | 0.02% | +13.3% |
| SO | Buy | SOUTHERN CO | $139,000 | +20.9% | 1,923 | +14.9% | 0.02% | +30.8% |
| ADM | ARCHER DANIELS MIDLAND CO | $137,000 | 0.0% | 2,340 | 0.0% | 0.02% | +6.2% | |
| IWV | Sell | ISHARES TRrussell 3000 etf | $138,000 | -5.5% | 524 | -0.6% | 0.02% | 0.0% |
| ECL | ECOLAB INC | $129,000 | -24.6% | 728 | 0.0% | 0.02% | -20.0% | |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $131,000 | +59.8% | 1,711 | +15.7% | 0.02% | +60.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $132,000 | -15.4% | 439 | +0.9% | 0.02% | -11.1% |
| FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $128,000 | +40.7% | 6,127 | +1.9% | 0.02% | +45.5% |
| GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $133,000 | -6.3% | 1,494 | 0.0% | 0.02% | -5.9% | |
| TD | TORONTO DOMINION BK ONT | $129,000 | +4.0% | 1,622 | 0.0% | 0.02% | +14.3% | |
| ICF | Sell | ISHARES TRcohen steer reit | $131,000 | -7.7% | 1,845 | -1.2% | 0.02% | -5.9% |
| APH | AMPHENOL CORP NEWcl a | $126,000 | -13.7% | 1,672 | 0.0% | 0.02% | -11.8% | |
| IGHG | PROSHARES TRinvt int rt hg | $119,000 | -2.5% | 1,643 | 0.0% | 0.02% | +7.1% | |
| AMLP | ALPS ETF TRalerian mlp | $121,000 | +16.3% | 3,167 | 0.0% | 0.02% | +25.0% | |
| AFL | Buy | AFLAC INC | $126,000 | +11.5% | 1,960 | +1.6% | 0.02% | +15.4% |
| ALL | ALLSTATE CORP | $119,000 | +17.8% | 857 | 0.0% | 0.02% | +25.0% | |
| DVY | ISHARES TRselect divid etf | $119,000 | +4.4% | 929 | 0.0% | 0.02% | +15.4% | |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $121,000 | +4.3% | 656 | +15.5% | 0.02% | +15.4% |
| PSA | PUBLIC STORAGE | $126,000 | +4.1% | 323 | 0.0% | 0.02% | +7.1% | |
| WAT | WATERS CORP | $126,000 | -16.6% | 405 | 0.0% | 0.02% | -16.7% | |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $115,000 | +27.8% | 3,004 | +29.8% | 0.01% | +40.0% |
| ADP | AUTOMATIC DATA PROCESSING IN | $117,000 | -7.9% | 514 | 0.0% | 0.01% | -6.7% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $112,000 | -1.8% | 1,026 | 0.0% | 0.01% | +7.7% | |
| AXP | Buy | AMERICAN EXPRESS CO | $116,000 | +34.9% | 618 | +17.0% | 0.01% | +40.0% |
| WELL | Buy | WELLTOWER INC | $118,000 | +14.6% | 1,232 | +3.1% | 0.01% | +16.7% |
| DEO | Buy | DIAGEO PLCspon adr new | $111,000 | -1.8% | 546 | +6.8% | 0.01% | +7.7% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $117,000 | +1850.0% | 3,422 | +1878.0% | 0.01% | +1300.0% |
| SUSC | Sell | ISHARES TResg awre usd etf | $117,000 | -16.4% | 4,652 | -9.6% | 0.01% | -12.5% |
| FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $114,000 | +21.3% | 2,377 | +17.4% | 0.01% | +27.3% |
| IJK | ISHARES TRs&p mc 400gr etf | $118,000 | -9.9% | 1,532 | 0.0% | 0.01% | -6.7% | |
| CVS | Sell | CVS HEALTH CORP | $110,000 | -9.1% | 1,084 | -7.7% | 0.01% | -7.1% |
| SPMB | Buy | SPDR SER TRportfli mortgage | $104,000 | +85.7% | 4,328 | +95.7% | 0.01% | +85.7% |
| LULU | Buy | LULULEMON ATHLETICA INC | $105,000 | +50.0% | 288 | +60.0% | 0.01% | +62.5% |
| EXPD | EXPEDITORS INTL WASH INC | $103,000 | -23.1% | 1,000 | 0.0% | 0.01% | -18.8% | |
| BIBL | Buy | NORTHERN LTS FD TR IVinspire 100 esg | $100,000 | +4.2% | 2,781 | +13.7% | 0.01% | +9.1% |
| BLV | VANGUARD BD INDEX FDSlong term bond | $99,000 | -10.8% | 1,075 | 0.0% | 0.01% | -7.7% | |
| NFLX | Buy | NETFLIX INC | $97,000 | -30.7% | 258 | +10.7% | 0.01% | -25.0% |
| STK | COLUMBIA SELIGM PREM TECH GR | $99,000 | 0.0% | 4,324 | 0.0% | 0.01% | 0.0% | |
| AGGY | Buy | WISDOMTREE TRyield enhancd us | $97,000 | -7.6% | 2,035 | +0.1% | 0.01% | 0.0% |
| DHR | DANAHER CORPORATION | $101,000 | -10.6% | 344 | 0.0% | 0.01% | -7.7% | |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $95,000 | – | 2,271 | +100.0% | 0.01% | – |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $97,000 | +38.6% | 2,198 | +41.4% | 0.01% | +50.0% |
| WPC | WP CAREY INC | $100,000 | -2.0% | 1,243 | 0.0% | 0.01% | 0.0% | |
| USB | US BANCORP DEL | $97,000 | -5.8% | 1,834 | 0.0% | 0.01% | 0.0% | |
| SPGP | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $101,000 | -5.6% | 1,102 | 0.0% | 0.01% | 0.0% | |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $102,000 | +8.5% | 245 | +19.5% | 0.01% | +9.1% |
| XVV | Buy | ISHARES TResg scrnd s&p500 | $98,000 | +50.8% | 2,860 | +62.8% | 0.01% | +50.0% |
| BDX | Buy | BECTON DICKINSON & CO | $99,000 | +6.5% | 372 | +0.3% | 0.01% | +9.1% |
| TFC | Buy | TRUIST FINL CORP | $87,000 | -1.1% | 1,541 | +3.1% | 0.01% | +10.0% |
| FB | Buy | META PLATFORMS INCcl a | $92,000 | -30.8% | 413 | +4.3% | 0.01% | -26.7% |
| TRV | Buy | TRAVELERS COMPANIES INC | $87,000 | +16.0% | 478 | +0.2% | 0.01% | +22.2% |
| ED | CONSOLIDATED EDISON INC | $89,000 | +11.2% | 937 | 0.0% | 0.01% | +22.2% | |
| RPTPRD | RPT REALTY7.25 pfd d conv | $94,000 | +1.1% | 1,585 | 0.0% | 0.01% | 0.0% | |
| TT | Sell | TRANE TECHNOLOGIES PLC | $89,000 | -36.9% | 586 | -15.8% | 0.01% | -31.2% |
| BP | Sell | BP PLCsponsored adr | $93,000 | -1.1% | 3,176 | -9.8% | 0.01% | 0.0% |
| SLB | Buy | SCHLUMBERGER LTD | $86,000 | +48.3% | 2,084 | +6.9% | 0.01% | +57.1% |
| SOXX | Buy | ISHARES TRishares semicdtr | $91,000 | -10.8% | 192 | +1.6% | 0.01% | -8.3% |
| MTUM | ISHARES TRmsci usa mmentm | $92,000 | -7.1% | 544 | 0.0% | 0.01% | -8.3% | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $92,000 | -15.6% | 6,987 | 0.0% | 0.01% | -15.4% | |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $87,000 | -16.3% | 1,203 | -11.1% | 0.01% | -8.3% |
| MBB | Buy | ISHARES TRmbs etf | $89,000 | +21.9% | 876 | +28.8% | 0.01% | +37.5% |
| NVS | Buy | NOVARTIS AGsponsored adr | $91,000 | 0.0% | 1,042 | +0.7% | 0.01% | 0.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $94,000 | +4.4% | 1,262 | +0.1% | 0.01% | +10.0% |
| VCEB | Sell | VANGUARD WORLD FDesg us corp bd | $91,000 | -32.6% | 1,334 | -27.3% | 0.01% | -31.2% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $93,000 | +17.7% | 4,309 | +15.7% | 0.01% | +22.2% |
| APLE | APPLE HOSPITALITY REIT INC | $92,000 | +10.8% | 5,124 | 0.0% | 0.01% | +10.0% | |
| FDX | FEDEX CORP | $80,000 | -11.1% | 347 | 0.0% | 0.01% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $79,000 | -6.0% | 162 | 0.0% | 0.01% | 0.0% | |
| FLRN | SPDR SER TRbloomberg invt | $82,000 | -1.2% | 2,704 | 0.0% | 0.01% | 0.0% | |
| EPR | Buy | EPR PPTYS | $78,000 | +30.0% | 1,426 | +12.6% | 0.01% | +42.9% |
| SDG | ISHARES TRmsci gbl sus dev | $85,000 | -6.6% | 1,000 | 0.0% | 0.01% | -9.1% | |
| EFA | ISHARES TRmsci eafe etf | $85,000 | -6.6% | 1,155 | 0.0% | 0.01% | -9.1% | |
| VICI | Buy | VICI PPTYS INC | $85,000 | +2.4% | 2,990 | +8.6% | 0.01% | 0.0% |
| SRLP | SPRAGUE RES LP | $78,000 | +21.9% | 4,734 | 0.0% | 0.01% | +42.9% | |
| GILD | Buy | GILEAD SCIENCES INC | $78,000 | +66.0% | 1,310 | +103.4% | 0.01% | +100.0% |
| NVDA | Buy | NVIDIA CORPORATION | $82,000 | +115.8% | 300 | +130.8% | 0.01% | +150.0% |
| TSLA | Buy | TESLA INC | $82,000 | +51.9% | 76 | +49.0% | 0.01% | +66.7% |
| CL | Sell | COLGATE PALMOLIVE CO | $78,000 | -32.2% | 1,034 | -23.4% | 0.01% | -23.1% |
| XT | Buy | ISHARES TRexponential tech | $83,000 | +18.6% | 1,412 | +32.8% | 0.01% | +25.0% |
| GD | Buy | GENERAL DYNAMICS CORP | $82,000 | +17.1% | 339 | +0.3% | 0.01% | +25.0% |
| SIRI | SIRIUS XM HOLDINGS INC | $71,000 | +4.4% | 10,700 | 0.0% | 0.01% | +12.5% | |
| MET | Buy | METLIFE INC | $77,000 | +13.2% | 1,090 | +0.4% | 0.01% | +12.5% |
| IWB | ISHARES TRrus 1000 etf | $76,000 | -5.0% | 304 | 0.0% | 0.01% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $75,000 | -24.2% | 686 | 0.0% | 0.01% | -25.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $72,000 | -17.2% | 4,879 | 0.0% | 0.01% | -10.0% | |
| IGIB | Buy | ISHARES TR | $72,000 | +67.4% | 1,307 | +79.5% | 0.01% | +80.0% |
| DTH | Buy | WISDOMTREE TRitl high div fd | $77,000 | +2.7% | 1,943 | +0.2% | 0.01% | 0.0% |
| XYL | Buy | XYLEM INC | $74,000 | -19.6% | 866 | +13.1% | 0.01% | -18.2% |
| GLW | Buy | CORNING INC | $74,000 | +17.5% | 1,989 | +17.7% | 0.01% | +28.6% |
| SCHK | New | SCHWAB STRATEGIC TR1000 index etf | $66,000 | – | 1,495 | +100.0% | 0.01% | – |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $65,000 | +10.2% | 353 | +24.7% | 0.01% | +14.3% |
| SIVB | Buy | SVB FINANCIAL GROUP | $68,000 | +142.9% | 122 | +190.5% | 0.01% | +166.7% |
| PRU | Sell | PRUDENTIAL FINL INC | $66,000 | -8.3% | 560 | -15.4% | 0.01% | 0.0% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $69,000 | -10.4% | 324 | -9.2% | 0.01% | -11.1% |
| APTS | PREFERRED APT CMNTYS INC | $65,000 | +38.3% | 2,622 | 0.0% | 0.01% | +60.0% | |
| BRX | BRIXMOR PPTY GROUP INC | $63,000 | +1.6% | 2,430 | 0.0% | 0.01% | +14.3% | |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $64,000 | +3.2% | 3,046 | +17.0% | 0.01% | +14.3% |
| KMB | KIMBERLY-CLARK CORP | $66,000 | -13.2% | 535 | 0.0% | 0.01% | -11.1% | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $65,000 | +25.0% | 310 | +47.6% | 0.01% | +33.3% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $65,000 | -12.2% | 291 | 0.0% | 0.01% | -11.1% | |
| VRIG | INVESCO ACTIVELY MANAGED ETFvar rate invt | $62,000 | -1.6% | 2,500 | 0.0% | 0.01% | +14.3% | |
| PFM | Buy | INVESCO EXCHANGE TRADED FD Tdivid achievev | $68,000 | -2.9% | 1,765 | +0.5% | 0.01% | 0.0% |
| DTD | WISDOMTREE TRus total dividnd | $67,000 | 0.0% | 1,036 | 0.0% | 0.01% | 0.0% | |
| IXJ | ISHARES TRglob hlthcre etf | $63,000 | 0.0% | 555 | 0.0% | 0.01% | +14.3% | |
| DES | Buy | WISDOMTREE TRus smallcap divd | $66,000 | -2.9% | 2,082 | +0.0% | 0.01% | 0.0% |
| APD | AIR PRODS & CHEMS INC | $64,000 | -17.9% | 258 | 0.0% | 0.01% | -11.1% | |
| AOA | Buy | ISHARES TRaggres alloc etf | $67,000 | +13.6% | 973 | +20.0% | 0.01% | +14.3% |
| SLV | Buy | ISHARES SILVER TRishares | $68,000 | +100.0% | 2,970 | +36.9% | 0.01% | +100.0% |
| SYK | STRYKER CORPORATION | $68,000 | 0.0% | 253 | 0.0% | 0.01% | 0.0% | |
| LDEM | ISHARES TResg msci em ldrs | $58,000 | -6.5% | 1,081 | 0.0% | 0.01% | 0.0% | |
| LAD | Buy | LITHIA MTRS INC | $58,000 | +11.5% | 193 | +10.3% | 0.01% | +16.7% |
| SHW | Buy | SHERWIN WILLIAMS CO | $54,000 | -26.0% | 217 | +4.8% | 0.01% | -12.5% |
| IWR | ISHARES TRrus mid cap etf | $57,000 | -6.6% | 730 | 0.0% | 0.01% | 0.0% | |
| BX | Buy | BLACKSTONE INC | $56,000 | +43.6% | 440 | +46.7% | 0.01% | +40.0% |
| TJX | TJX COS INC NEW | $56,000 | -20.0% | 917 | 0.0% | 0.01% | -12.5% | |
| BOND | PIMCO ETF TRactive bd etf | $57,000 | -6.6% | 562 | 0.0% | 0.01% | 0.0% | |
| GS | Buy | GOLDMAN SACHS GROUP INC | $54,000 | -6.9% | 163 | +7.2% | 0.01% | 0.0% |
| CRBN | ISHARES TRmsci lw crb tg | $57,000 | -6.6% | 350 | 0.0% | 0.01% | 0.0% | |
| ENB | ENBRIDGE INC | $57,000 | +18.8% | 1,229 | 0.0% | 0.01% | +16.7% | |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $61,000 | -53.1% | 495 | -48.3% | 0.01% | -53.3% |
| MGV | VANGUARD WORLD FDmega cap val etf | $54,000 | 0.0% | 503 | 0.0% | 0.01% | +16.7% | |
| TGT | Sell | TARGET CORP | $59,000 | -19.2% | 280 | -11.1% | 0.01% | -12.5% |
| BEN | Buy | FRANKLIN RESOURCES INC | $58,000 | +5700.0% | 2,088 | +9390.9% | 0.01% | – |
| BK | BANK NEW YORK MELLON CORP | $57,000 | -14.9% | 1,154 | 0.0% | 0.01% | -12.5% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $57,000 | -3.4% | 603 | 0.0% | 0.01% | 0.0% | |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $54,000 | – | 810 | +100.0% | 0.01% | – |
| RHS | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $55,000 | 0.0% | 325 | 0.0% | 0.01% | +16.7% | |
| IRBO | Buy | ISHARES TRrobotics artif | $59,000 | -1.7% | 1,712 | +18.1% | 0.01% | 0.0% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $61,000 | +45.2% | 803 | +55.0% | 0.01% | +40.0% |
| VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $61,000 | 0.0% | 402 | 0.0% | 0.01% | 0.0% | |
| PBCT | PEOPLES UNITED FINANCIAL INC | $59,000 | +13.5% | 2,934 | 0.0% | 0.01% | +16.7% | |
| R | Buy | RYDER SYS INC | $60,000 | -3.2% | 754 | +0.7% | 0.01% | 0.0% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $58,000 | -3.3% | 564 | 0.0% | 0.01% | 0.0% | |
| TLH | ISHARES TR10-20 yr trs etf | $59,000 | -9.2% | 441 | 0.0% | 0.01% | -12.5% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $57,000 | +35.7% | 130 | +10.2% | 0.01% | +40.0% |
| XEL | Sell | XCEL ENERGY INC | $59,000 | +5.4% | 812 | -2.4% | 0.01% | 0.0% |
| DRI | DARDEN RESTAURANTS INC | $47,000 | -11.3% | 350 | 0.0% | 0.01% | 0.0% | |
| XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $48,000 | -5.9% | 860 | -1.8% | 0.01% | 0.0% |
| WEC | WEC ENERGY GROUP INC | $49,000 | +2.1% | 492 | 0.0% | 0.01% | 0.0% | |
| ZTS | Buy | ZOETIS INCcl a | $46,000 | +31.4% | 242 | +70.4% | 0.01% | +50.0% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $47,000 | +4.4% | 3,243 | +12.0% | 0.01% | +20.0% |
| URTH | ISHARES INCmsci world etf | $51,000 | -5.6% | 400 | 0.0% | 0.01% | 0.0% | |
| DLN | Buy | WISDOMTREE TRus largecap divd | $45,000 | +4.7% | 688 | +4.7% | 0.01% | +20.0% |
| IAT | Buy | ISHARES TRus regnl bks etf | $45,000 | -4.3% | 765 | +0.7% | 0.01% | +20.0% |
| WEX | WEX INC | $48,000 | +26.3% | 268 | 0.0% | 0.01% | +50.0% | |
| SPTI | New | SPDR SER TRportfli intrmdit | $47,000 | – | 1,551 | +100.0% | 0.01% | – |
| VTR | VENTAS INC | $48,000 | +20.0% | 785 | 0.0% | 0.01% | +20.0% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $47,000 | -9.6% | 200 | 0.0% | 0.01% | 0.0% | |
| LUV | Buy | SOUTHWEST AIRLS CO | $45,000 | +60.7% | 982 | +49.5% | 0.01% | +100.0% |
| FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $47,000 | – | 563 | +100.0% | 0.01% | – |
| MCK | MCKESSON CORP | $47,000 | +20.5% | 155 | 0.0% | 0.01% | +20.0% | |
| GWRE | GUIDEWIRE SOFTWARE INC | $52,000 | -16.1% | 550 | 0.0% | 0.01% | -14.3% | |
| COST | COSTCO WHSL CORP NEW | $49,000 | +2.1% | 85 | 0.0% | 0.01% | 0.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $46,000 | -8.0% | 342 | 0.0% | 0.01% | 0.0% | |
| AIN | ALBANY INTL CORPcl a | $47,000 | -4.1% | 558 | 0.0% | 0.01% | 0.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $48,000 | -2.0% | 606 | 0.0% | 0.01% | 0.0% | |
| UL | Buy | UNILEVER PLCspon adr new | $48,000 | +65.5% | 1,044 | +91.9% | 0.01% | +100.0% |
| MKC | MCCORMICK & CO INC | $44,000 | +2.3% | 440 | 0.0% | 0.01% | 0.0% | |
| MLM | MARTIN MARIETTA MATLS INC | $37,000 | -11.9% | 96 | 0.0% | 0.01% | 0.0% | |
| BLK | Sell | BLACKROCK INC | $42,000 | -39.1% | 55 | -26.7% | 0.01% | -37.5% |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $43,000 | -4.4% | 423 | 0.0% | 0.01% | 0.0% | |
| FCX | New | FREEPORT-MCMORAN INCcl b | $43,000 | – | 855 | +100.0% | 0.01% | – |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $37,000 | 0.0% | 410 | +17.1% | 0.01% | +25.0% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $38,000 | -9.5% | 255 | -7.9% | 0.01% | 0.0% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $44,000 | -22.8% | 179 | -11.4% | 0.01% | -28.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $39,000 | +11.4% | 223 | +12.6% | 0.01% | +25.0% |
| DTE | DTE ENERGY CO | $41,000 | +10.8% | 307 | 0.0% | 0.01% | +25.0% | |
| FMAT | FIDELITY COVINGTON TRUSTmsci matls index | $40,000 | -2.4% | 808 | 0.0% | 0.01% | 0.0% | |
| RPV | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $39,000 | +5.4% | 457 | +0.2% | 0.01% | +25.0% |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $37,000 | -11.9% | 200 | 0.0% | 0.01% | 0.0% | |
| HDV | ISHARES TRcore high dv etf | $44,000 | +7.3% | 410 | 0.0% | 0.01% | 0.0% | |
| ANTM | ANTHEM INC | $43,000 | +7.5% | 87 | 0.0% | 0.01% | 0.0% | |
| ETN | Buy | EATON CORP PLC | $42,000 | -2.3% | 278 | +11.2% | 0.01% | 0.0% |
| IQLT | ISHARES TRmsci intl qualty | $38,000 | -7.3% | 1,030 | 0.0% | 0.01% | 0.0% | |
| TRI | THOMSON REUTERS CORP. | $37,000 | -9.8% | 340 | 0.0% | 0.01% | 0.0% | |
| NANR | Sell | SPDR INDEX SHS FDSs&p north amer | $38,000 | +15.2% | 655 | -13.2% | 0.01% | +25.0% |
| TXT | Buy | TEXTRON INC | $37,000 | +85.0% | 498 | +12.2% | 0.01% | +150.0% |
| XBI | Sell | SPDR SER TRs&p biotech | $42,000 | -45.5% | 472 | -31.8% | 0.01% | -44.4% |
| AEP | AMERICAN ELEC PWR CO INC | $37,000 | +12.1% | 366 | 0.0% | 0.01% | +25.0% | |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $38,000 | -7.3% | 649 | -2.6% | 0.01% | 0.0% |
| FIVG | ETF SER SOLUTIONSdefiance next | $38,000 | -9.5% | 1,000 | 0.0% | 0.01% | 0.0% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $40,000 | -37.5% | 368 | -31.9% | 0.01% | -28.6% |
| JBSS | SANFILIPPO JOHN B & SON INC | $38,000 | -7.3% | 450 | 0.0% | 0.01% | 0.0% | |
| ALK | ALASKA AIR GROUP INC | $44,000 | +12.8% | 750 | 0.0% | 0.01% | 0.0% | |
| EFG | ISHARES TReafe grwth etf | $38,000 | -13.6% | 399 | 0.0% | 0.01% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $42,000 | -19.2% | 296 | 0.0% | 0.01% | -16.7% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $37,000 | -5.1% | 425 | 0.0% | 0.01% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $40,000 | +5.3% | 899 | 0.0% | 0.01% | +25.0% | |
| SUI | Buy | SUN CMNTYS INC | $44,000 | -2.2% | 250 | +15.7% | 0.01% | 0.0% |
| USIG | ISHARES TRusd inv grde etf | $40,000 | -9.1% | 734 | 0.0% | 0.01% | 0.0% | |
| JWN | NORDSTROM INC | $44,000 | +18.9% | 1,626 | 0.0% | 0.01% | +25.0% | |
| MS | Buy | MORGAN STANLEY | $31,000 | +14.8% | 354 | +26.9% | 0.00% | +33.3% |
| FSK | Buy | FS KKR CAP CORP | $33,000 | +10.0% | 1,438 | +1.4% | 0.00% | +33.3% |
| C | Buy | CITIGROUP INC | $35,000 | -12.5% | 658 | +0.2% | 0.00% | -20.0% |
| ICSH | Buy | ISHARES TRblackrock ultra | $35,000 | +40.0% | 700 | +40.0% | 0.00% | +33.3% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $34,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| OLN | OLIN CORP | $35,000 | 0.0% | 1,694 | 0.0% | 0.00% | 0.0% | |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $35,000 | +40.0% | 470 | +209.2% | 0.00% | +33.3% |
| CMI | Buy | CUMMINS INC | $31,000 | +416.7% | 150 | +200.0% | 0.00% | +300.0% |
| VLUE | ISHARES TRmsci usa value | $31,000 | -6.1% | 300 | 0.0% | 0.00% | 0.0% | |
| RYE | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $34,000 | +41.7% | 511 | 0.0% | 0.00% | +33.3% | |
| FCPI | FIDELITY COVINGTON TRUSTstock for infl | $34,000 | 0.0% | 1,003 | 0.0% | 0.00% | 0.0% | |
| CLX | CLOROX CO DEL | $35,000 | -20.5% | 252 | 0.0% | 0.00% | -20.0% | |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $35,000 | -5.4% | 700 | 0.0% | 0.00% | 0.0% | |
| TMUS | T-MOBILE US INC | $32,000 | +10.3% | 250 | 0.0% | 0.00% | +33.3% | |
| COF | Buy | CAPITAL ONE FINL CORP | $33,000 | +106.2% | 251 | +116.4% | 0.00% | +100.0% |
| BNS | BANK NOVA SCOTIA B C | $31,000 | 0.0% | 438 | 0.0% | 0.00% | 0.0% | |
| TROW | Sell | PRICE T ROWE GROUP INC | $30,000 | -42.3% | 201 | -24.2% | 0.00% | -33.3% |
| ATO | ATMOS ENERGY CORP | $30,000 | 0.0% | 315 | 0.0% | 0.00% | +33.3% | |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $31,000 | +416.7% | 1,256 | +946.7% | 0.00% | +300.0% |
| HYXF | Sell | ISHARES TResg advncd hy bd | $32,000 | -28.9% | 664 | -24.0% | 0.00% | -20.0% |
| NOC | NORTHROP GRUMMAN CORP | $29,000 | +16.0% | 65 | 0.0% | 0.00% | +33.3% | |
| IYH | New | ISHARES TRus hlthcare etf | $29,000 | – | 99 | +100.0% | 0.00% | – |
| NVAX | Buy | NOVAVAX INC | $29,000 | -34.1% | 387 | +26.5% | 0.00% | -20.0% |
| GM | Buy | GENERAL MTRS CO | $35,000 | -22.2% | 801 | +5.3% | 0.00% | -20.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $36,000 | +12.5% | 469 | +11.7% | 0.00% | 0.0% |
| CSX | CSX CORP | $30,000 | 0.0% | 810 | 0.0% | 0.00% | +33.3% | |
| ASML | Buy | ASML HOLDING N V | $34,000 | +78.9% | 51 | +50.0% | 0.00% | +100.0% |
| AME | New | AMETEK INC | $29,000 | – | 216 | +100.0% | 0.00% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $30,000 | – | 569 | +100.0% | 0.00% | – |
| AMH | Buy | AMERICAN HOMES 4 RENTcl a | $35,000 | 0.0% | 864 | +8.0% | 0.00% | 0.0% |
| ROBT | Buy | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $30,000 | -11.8% | 630 | +2.4% | 0.00% | 0.0% |
| ETV | Sell | EATON VANCE TAX-MANAGED BUYEATON | $32,000 | -22.0% | 2,036 | -17.1% | 0.00% | -20.0% |
| GCV | GABELLI CONV & INC SECS FD I | $33,000 | -10.8% | 5,334 | 0.0% | 0.00% | 0.0% | |
| SCI | SERVICE CORP INTL | $30,000 | -9.1% | 460 | 0.0% | 0.00% | 0.0% | |
| PENN | PENN NATL GAMING INC | $29,000 | -17.1% | 681 | 0.0% | 0.00% | 0.0% | |
| GSEW | GOLDMAN SACHS ETF TRequal weight us | $30,000 | -6.2% | 450 | 0.0% | 0.00% | 0.0% | |
| MXI | ISHARES TRglobal mater etf | $31,000 | 0.0% | 455 | 0.0% | 0.00% | 0.0% | |
| BLOK | Buy | AMPLIFY ETF TRblockchain ldr | $31,000 | +10.7% | 893 | +26.1% | 0.00% | +33.3% |
| LNT | Buy | ALLIANT ENERGY CORP | $35,000 | +2.9% | 557 | +0.7% | 0.00% | 0.0% |
| DRE | Buy | DUKE REALTY CORP | $33,000 | 0.0% | 571 | +13.5% | 0.00% | 0.0% |
| KHC | KRAFT HEINZ CO | $24,000 | +9.1% | 600 | 0.0% | 0.00% | 0.0% | |
| ACAD | ACADIA PHARMACEUTICALS INC | $22,000 | 0.0% | 925 | 0.0% | 0.00% | 0.0% | |
| ACM | AECOM | $22,000 | 0.0% | 280 | 0.0% | 0.00% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $25,000 | -13.8% | 100 | 0.0% | 0.00% | 0.0% | |
| AVB | AVALONBAY CMNTYS INC | $21,000 | 0.0% | 85 | 0.0% | 0.00% | +50.0% | |
| AVGO | Buy | BROADCOM INC | $22,000 | +29.4% | 35 | +40.0% | 0.00% | +50.0% |
| CATC | CAMBRIDGE BANCORP | $23,000 | -8.0% | 271 | 0.0% | 0.00% | 0.0% | |
| CCL | Buy | CARNIVAL CORP | $27,000 | +8.0% | 1,321 | +8.2% | 0.00% | 0.0% |
| CSV | CARRIAGE SVCS INC | $26,000 | -18.8% | 490 | 0.0% | 0.00% | -25.0% | |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $24,000 | – | 15 | +100.0% | 0.00% | – |
| KOF | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $25,000 | +4.2% | 447 | 0.0% | 0.00% | 0.0% | |
| ERX | DIREXION SHS ETF TRdly enrgy bull2x | $28,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| DOV | Buy | DOVER CORP | $21,000 | +16.7% | 135 | +35.0% | 0.00% | +50.0% |
| FPI | FARMLAND PARTNERS INC | $22,000 | +15.8% | 1,600 | 0.0% | 0.00% | +50.0% | |
| F | Buy | FORD MTR CO DEL | $22,000 | -12.0% | 1,305 | +9.3% | 0.00% | 0.0% |
| GPC | GENUINE PARTS CO | $24,000 | -7.7% | 187 | 0.0% | 0.00% | 0.0% | |
| HAL | Buy | HALLIBURTON CO | $21,000 | +950.0% | 550 | +587.5% | 0.00% | – |
| PSR | INVESCO ACTIVELY MANAGED ETFactive us real | $28,000 | -6.7% | 250 | 0.0% | 0.00% | 0.0% | |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $21,000 | +50.0% | 1,003 | +62.6% | 0.00% | +50.0% |
| IGOV | New | ISHARES TRintl trea bd etf | $22,000 | – | 476 | +100.0% | 0.00% | – |
| IDV | Sell | ISHARES TRintl sel div etf | $22,000 | -8.3% | 682 | -11.7% | 0.00% | 0.0% |
| ISCG | Sell | ISHARES TRmrgstr sm cp gr | $24,000 | -51.0% | 550 | -44.3% | 0.00% | -50.0% |
| ITA | Buy | ISHARES TRus aer def etf | $28,000 | +211.1% | 257 | +179.3% | 0.00% | +200.0% |
| IETC | ISHARES U S ETF TRtechnology | $28,000 | -9.7% | 501 | 0.0% | 0.00% | -25.0% | |
| KKR | KKR & CO INC | $23,000 | -20.7% | 385 | 0.0% | 0.00% | 0.0% | |
| LEG | Buy | LEGGETT & PLATT INC | $21,000 | -12.5% | 596 | +1.0% | 0.00% | 0.0% |
| LTHM | LIVENT CORP | $25,000 | +8.7% | 950 | 0.0% | 0.00% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $25,000 | -7.4% | 600 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP | $25,000 | +8.7% | 1,194 | 0.0% | 0.00% | 0.0% | |
| MAS | MASCO CORP | $28,000 | -26.3% | 548 | 0.0% | 0.00% | -25.0% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $23,000 | -20.7% | 17 | 0.0% | 0.00% | 0.0% | |
| MU | Buy | MICRON TECHNOLOGY INC | $25,000 | -3.8% | 319 | +15.6% | 0.00% | 0.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $23,000 | +76.9% | 361 | +84.2% | 0.00% | +50.0% |
| MCO | MOODYS CORP | $24,000 | -11.1% | 70 | 0.0% | 0.00% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $22,000 | +100.0% | 396 | 0.0% | 0.00% | +200.0% | |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $27,000 | – | 90 | +100.0% | 0.00% | – |
| PYPL | Buy | PAYPAL HLDGS INC | $28,000 | -3.4% | 238 | +55.6% | 0.00% | 0.0% |
| Buy | PROSHARES TRbitcoin strate | $26,000 | +30.0% | 918 | +33.4% | 0.00% | +50.0% | |
| PAWZ | PROSHARES TRpet care etf | $25,000 | -13.8% | 369 | 0.0% | 0.00% | 0.0% | |
| RY | ROYAL BK CDA | $22,000 | +4.8% | 200 | 0.0% | 0.00% | +50.0% | |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $23,000 | +475.0% | 583 | +555.1% | 0.00% | – |
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $27,000 | -3.6% | 969 | 0.0% | 0.00% | 0.0% | |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $24,000 | +4.3% | 290 | +6.2% | 0.00% | 0.0% |
| SPIB | SPDR SER TRportfolio intrmd | $21,000 | 0.0% | 576 | 0.0% | 0.00% | +50.0% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $21,000 | -4.5% | 60 | 0.0% | 0.00% | 0.0% | |
| KOMP | SPDR SER TRs&p kensho new | $26,000 | -10.3% | 497 | 0.0% | 0.00% | 0.0% | |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $26,000 | +100.0% | 358 | +102.3% | 0.00% | +50.0% |
| SYY | SYSCO CORP | $26,000 | +4.0% | 316 | 0.0% | 0.00% | 0.0% | |
| TM | TOYOTA MOTOR CORPads | $21,000 | 0.0% | 115 | 0.0% | 0.00% | +50.0% | |
| TSCO | New | TRACTOR SUPPLY CO | $23,000 | – | 100 | +100.0% | 0.00% | – |
| UNIT | UNITI GROUP INC | $22,000 | -4.3% | 1,629 | 0.0% | 0.00% | 0.0% | |
| PFXF | VANECK ETF TRUSTpreferred securt | $23,000 | -4.2% | 1,111 | 0.0% | 0.00% | 0.0% | |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $22,000 | +37.5% | 111 | +40.5% | 0.00% | +50.0% |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $21,000 | -4.5% | 100 | 0.0% | 0.00% | 0.0% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $26,000 | +36.8% | 108 | +44.0% | 0.00% | +50.0% |
| VST | VISTRA CORP | $24,000 | 0.0% | 1,053 | 0.0% | 0.00% | 0.0% | |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $24,000 | -11.1% | 1,469 | -19.2% | 0.00% | 0.0% |
| WRE | WASHINGTON REAL ESTATE INVTsh ben int | $22,000 | 0.0% | 867 | 0.0% | 0.00% | 0.0% | |
| WCN | WASTE CONNECTIONS INC | $21,000 | +5.0% | 150 | 0.0% | 0.00% | +50.0% | |
| WSR | WHITESTONE REIT | $28,000 | +33.3% | 2,080 | 0.0% | 0.00% | +50.0% | |
| EZM | WISDOMTREE TRus midcap fund | $26,000 | -3.7% | 472 | 0.0% | 0.00% | 0.0% | |
| WCLD | Buy | WISDOMTREE TR | $22,000 | +4.8% | 533 | +33.2% | 0.00% | +50.0% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $26,000 | -13.3% | 62 | +21.6% | 0.00% | 0.0% |
| CB | Buy | CHUBB LIMITED | $23,000 | +130.0% | 108 | +86.2% | 0.00% | +200.0% |
| FAST | FASTENAL CO | $20,000 | -9.1% | 336 | 0.0% | 0.00% | -33.3% | |
| EFO | PROSHARES TRultr msci etf | $16,000 | 0.0% | 380 | 0.0% | 0.00% | 0.0% | |
| New | FEDERAL RLTY INVT TR NEWsh ben int new | $20,000 | – | 166 | +100.0% | 0.00% | – | |
| ALC | ALCON AG | $13,000 | -7.1% | 158 | 0.0% | 0.00% | 0.0% | |
| FSTA | Sell | FIDELITY COVINGTON TRUSTconsmr staples | $20,000 | -67.7% | 445 | -66.2% | 0.00% | -71.4% |
| NATI | Sell | NATIONAL INSTRS CORP | $13,000 | -38.1% | 313 | -36.4% | 0.00% | 0.0% |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $14,000 | +27.3% | 620 | +19.2% | 0.00% | +100.0% |
| INVH | INVITATION HOMES INC | $17,000 | -15.0% | 435 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC | $20,000 | -20.0% | 305 | 0.0% | 0.00% | -33.3% | |
| TBT | Buy | PROSHARES TR | $16,000 | +166.7% | 780 | +178.6% | 0.00% | +100.0% |
| FDRR | FIDELITY COVINGTON TRUSTdivid etf risi | $16,000 | 0.0% | 386 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $15,000 | +7.1% | 200 | 0.0% | 0.00% | 0.0% | |
| POR | Buy | PORTLAND GEN ELEC CO | $20,000 | +25.0% | 365 | +21.7% | 0.00% | 0.0% |
| PLNT | PLANET FITNESS INCcl a | $13,000 | -7.1% | 150 | 0.0% | 0.00% | 0.0% | |
| PXD | New | PIONEER NAT RES CO | $19,000 | – | 77 | +100.0% | 0.00% | – |
| DOC | Sell | PHYSICIANS RLTY TR | $20,000 | -25.9% | 1,150 | -19.3% | 0.00% | -33.3% |
| XSOE | WISDOMTREE TRem ex st-owned | $20,000 | -9.1% | 601 | 0.0% | 0.00% | -33.3% | |
| DEM | WISDOMTREE TRemer mkt high fd | $15,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
| IR | Buy | INGERSOLL RAND INC | $18,000 | +12.5% | 351 | +37.1% | 0.00% | 0.0% |
| PICB | INVESCO EXCH TRADED FD TR IIintl corp bd | $13,000 | 0.0% | 475 | 0.0% | 0.00% | 0.0% | |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $16,000 | -30.4% | 110 | -21.4% | 0.00% | -33.3% |
| LADR | LADDER CAP CORPcl a | $18,000 | 0.0% | 1,482 | 0.0% | 0.00% | 0.0% | |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $16,000 | -52.9% | 329 | -50.5% | 0.00% | -50.0% |
| ISMD | Buy | NORTHERN LTS FD TR IVinspire sml/ mid | $19,000 | 0.0% | 580 | +5.5% | 0.00% | 0.0% |
| AWR | AMER STATES WTR CO | $13,000 | -18.8% | 150 | 0.0% | 0.00% | 0.0% | |
| PFLT | PENNANTPARK FLOATING RATE CA | $14,000 | 0.0% | 1,064 | 0.0% | 0.00% | 0.0% | |
| IRT | INDEPENDENCE RLTY TR INC | $13,000 | 0.0% | 501 | 0.0% | 0.00% | 0.0% | |
| FE | Buy | FIRSTENERGY CORP | $20,000 | +11.1% | 430 | +0.9% | 0.00% | 0.0% |
| ADI | ANALOG DEVICES INC | $13,000 | -7.1% | 81 | 0.0% | 0.00% | 0.0% | |
| PNC | PNC FINL SVCS GROUP INC | $14,000 | -6.7% | 75 | 0.0% | 0.00% | 0.0% | |
| OGN | Sell | ORGANON & CO | $17,000 | -5.6% | 477 | -17.3% | 0.00% | 0.0% |
| ARCC | ARES CAPITAL CORP | $15,000 | 0.0% | 724 | 0.0% | 0.00% | 0.0% | |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $18,000 | -5.3% | 352 | +0.3% | 0.00% | 0.0% |
| VOX | VANGUARD WORLD FDS | $16,000 | 0.0% | 188 | 0.0% | 0.00% | 0.0% | |
| OKE | New | ONEOK INC NEW | $18,000 | – | 250 | +100.0% | 0.00% | – |
| OCSL | OAKTREE SPECIALTY LENDING CO | $19,000 | -5.0% | 2,620 | 0.0% | 0.00% | 0.0% | |
| ON | New | ON SEMICONDUCTOR CORP | $13,000 | – | 200 | +100.0% | 0.00% | – |
| BACPRL | BK OF AMERICA CORP7.25%cnv pfd l | $13,000 | -7.1% | 10 | 0.0% | 0.00% | 0.0% | |
| BME | Buy | BLACKROCK HEALTH SCIENCES TR | $20,000 | -4.8% | 438 | +1.6% | 0.00% | 0.0% |
| LNC | LINCOLN NATL CORP IND | $16,000 | -5.9% | 246 | 0.0% | 0.00% | 0.0% | |
| UTL | Buy | UNITIL CORP | $19,000 | +5.6% | 389 | +0.3% | 0.00% | 0.0% |
| UTHR | UNITED THERAPEUTICS CORP DEL | $19,000 | -17.4% | 105 | 0.0% | 0.00% | -33.3% | |
| UFPT | UFP TECHNOLOGIES INC | $17,000 | -5.6% | 250 | 0.0% | 0.00% | 0.0% | |
| TRMB | TRIMBLE INC | $14,000 | -17.6% | 200 | 0.0% | 0.00% | 0.0% | |
| JBLU | JETBLUE AWYS CORP | $17,000 | +6.2% | 1,122 | 0.0% | 0.00% | 0.0% | |
| HSY | HERSHEY CO | $15,000 | +7.1% | 70 | 0.0% | 0.00% | 0.0% | |
| EZU | ISHARES INCmsci eurzone etf | $19,000 | -13.6% | 442 | 0.0% | 0.00% | -33.3% | |
| CERN | CERNER CORP | $19,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $16,000 | +6.7% | 1,431 | +16.2% | 0.00% | 0.0% |
| TRGP | New | TARGA RES CORP | $15,000 | – | 200 | +100.0% | 0.00% | – |
| IYT | Buy | ISHARES TRus trsprtion | $15,000 | +36.4% | 55 | +37.5% | 0.00% | +100.0% |
| QAI | INDEXIQ ETF TRhedge mlti etf | $18,000 | 0.0% | 618 | 0.0% | 0.00% | 0.0% | |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $19,000 | – | 185 | +100.0% | 0.00% | – |
| K | KELLOGG CO | $15,000 | 0.0% | 229 | 0.0% | 0.00% | 0.0% | |
| KEY | KEYCORP | $16,000 | -5.9% | 727 | 0.0% | 0.00% | 0.0% | |
| FOF | COHEN & STEERS CLOSED-END OP | $15,000 | -11.8% | 1,176 | 0.0% | 0.00% | 0.0% | |
| SYF | SYNCHRONY FINANCIAL | $14,000 | -26.3% | 410 | 0.0% | 0.00% | 0.0% | |
| COIN | Buy | COINBASE GLOBAL INC | $18,000 | -10.0% | 94 | +17.5% | 0.00% | 0.0% |
| SBUX | STARBUCKS CORP | $20,000 | -20.0% | 215 | 0.0% | 0.00% | -33.3% | |
| SRC | SPIRIT RLTY CAP INC NEW | $18,000 | -5.3% | 400 | 0.0% | 0.00% | 0.0% | |
| HE | HAWAIIAN ELEC INDUSTRIES | $14,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| XLC | New | SELECT SECTOR SPDR TR | $13,000 | – | 193 | +100.0% | 0.00% | – |
| REZ | ISHARES TRresidential mult | $16,000 | -5.9% | 170 | 0.0% | 0.00% | 0.0% | |
| IHF | ISHARES TRus hlthcr pr etf | $20,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| DVN | Buy | DEVON ENERGY CORP NEW | $14,000 | +250.0% | 240 | +108.7% | 0.00% | – |
| FANG | New | DIAMONDBACK ENERGY INC | $13,000 | – | 95 | +100.0% | 0.00% | – |
| DFS | Buy | DISCOVER FINL SVCS | $20,000 | +17.6% | 183 | +22.0% | 0.00% | 0.0% |
| HST | HOST HOTELS & RESORTS INC | $17,000 | +13.3% | 851 | 0.0% | 0.00% | 0.0% | |
| DOCU | New | DOCUSIGN INC | $18,000 | – | 171 | +100.0% | 0.00% | – |
| D | DOMINION ENERGY INC | $17,000 | +13.3% | 207 | 0.0% | 0.00% | 0.0% | |
| HSIC | HENRY SCHEIN INC | $15,000 | +15.4% | 167 | 0.0% | 0.00% | 0.0% | |
| SAP | SAP SEspon adr | $17,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% | |
| PFFR | ETFIS SER TR Iinfracp reit pfd | $13,000 | -13.3% | 618 | 0.0% | 0.00% | 0.0% | |
| CWB | Sell | SPDR SER TRbloomberg conv | $17,000 | -51.4% | 224 | -46.3% | 0.00% | -50.0% |
| ROP | ROPER TECHNOLOGIES INC | $20,000 | -4.8% | 42 | 0.0% | 0.00% | 0.0% | |
| XSLV | Sell | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $18,000 | -10.0% | 376 | -2.8% | 0.00% | 0.0% |
| STAR | ISTAR INC | $19,000 | -5.0% | 791 | 0.0% | 0.00% | 0.0% | |
| EVGO | New | EVGO INC | $13,000 | – | 1,000 | +100.0% | 0.00% | – |
| QRVO | Buy | QORVO INC | $16,000 | 0.0% | 128 | +28.0% | 0.00% | 0.0% |
| PMM | PUTNAM MANAGED MUN INCOME TR | $18,000 | -18.2% | 2,500 | 0.0% | 0.00% | -33.3% | |
| FISV | FISERV INC | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| INCY | INCYTE CORP | $6,000 | +20.0% | 70 | 0.0% | 0.00% | 0.0% | |
| WOMN | IMPACT SHS TR Iywca womens etf | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| ITT | ITT INC | $10,000 | -23.1% | 133 | 0.0% | 0.00% | -50.0% | |
| HUBS | Buy | HUBSPOT INC | $10,000 | 0.0% | 21 | +40.0% | 0.00% | 0.0% |
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $5,000 | – | 100 | +100.0% | 0.00% | – |
| CNHI | CNH INDL N V | $6,000 | -25.0% | 400 | 0.0% | 0.00% | 0.0% | |
| KGC | New | KINROSS GOLD CORP | $5,000 | – | 921 | +100.0% | 0.00% | – |
| KNSL | Buy | KINSALE CAP GROUP INC | $6,000 | – | 25 | +1150.0% | 0.00% | – |
| ABB | ABB LTDsponsored adr | $7,000 | -12.5% | 206 | 0.0% | 0.00% | 0.0% | |
| KYMR | KYMERA THERAPEUTICS INC | $6,000 | -40.0% | 150 | 0.0% | 0.00% | 0.0% | |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $6,000 | – | 25 | +100.0% | 0.00% | – |
| HES | HESS CORP | $6,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% | |
| Buy | LUCID GROUP INC | $11,000 | +1000.0% | 445 | +2866.7% | 0.00% | – | |
| MPLX | MPLX LP | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MSCI | New | MSCI INC | $10,000 | – | 20 | +100.0% | 0.00% | – |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MAIN | MAIN STR CAP CORP | $9,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% | |
| HOG | Buy | HARLEY DAVIDSON INC | $11,000 | +37.5% | 281 | +36.4% | 0.00% | 0.0% |
| HBI | HANESBRANDS INC | $9,000 | -10.0% | 600 | 0.0% | 0.00% | 0.0% | |
| MELI | New | MERCADOLIBRE INC | $7,000 | – | 6 | +100.0% | 0.00% | – |
| MRNA | Buy | MODERNA INC | $9,000 | -25.0% | 56 | +21.7% | 0.00% | 0.0% |
| MOH | New | MOLINA HEALTHCARE INC | $9,000 | – | 26 | +100.0% | 0.00% | – |
| NDAQ | New | NASDAQ INC | $8,000 | – | 43 | +100.0% | 0.00% | – |
| NNN | NATIONAL RETAIL PROPERTIES I | $11,000 | -8.3% | 247 | 0.0% | 0.00% | 0.0% | |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $11,000 | -21.4% | 142 | -13.9% | 0.00% | -50.0% |
| NBH | NEUBERGER BERMAN MUN FD INC | $7,000 | -22.2% | 561 | 0.0% | 0.00% | 0.0% | |
| GMRE | GLOBAL MED REIT INC | $7,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| NI | NISOURCE INC | $12,000 | +9.1% | 390 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $5,000 | -16.7% | 922 | 0.0% | 0.00% | 0.0% | |
| NDSN | New | NORDSON CORP | $6,000 | – | 25 | +100.0% | 0.00% | – |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $9,000 | 0.0% | 210 | +1.0% | 0.00% | 0.0% |
| IT | New | GARTNER INC | $5,000 | – | 17 | +100.0% | 0.00% | – |
| NS | NUSTAR ENERGY LP | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $5,000 | -28.6% | 62 | +1.6% | 0.00% | 0.0% |
| NULV | New | NUSHARES ETF TRnuveen esg lrgvl | $5,000 | – | 133 | +100.0% | 0.00% | – |
| FFIC | FLUSHING FINL CORP | $7,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| QDF | FLEXSHARES TRqualt divd idx | $12,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% | |
| FIVE | New | FIVE BELOW INC | $5,000 | – | 29 | +100.0% | 0.00% | – |
| PPG | PPG INDS INC | $8,000 | -20.0% | 60 | 0.0% | 0.00% | 0.0% | |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $9,000 | -10.0% | 532 | 0.0% | 0.00% | 0.0% | |
| PDO | Sell | PIMCO DYNAMIC INCOME OPRNTS | $10,000 | -37.5% | 600 | -27.4% | 0.00% | -50.0% |
| FCG | FIRST TR EXCHANGE-TRADED FDnat gas etf | $9,000 | +28.6% | 389 | 0.0% | 0.00% | 0.0% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $9,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% | |
| PSX | Buy | PHILLIPS 66 | $7,000 | +16.7% | 80 | +1.3% | 0.00% | 0.0% |
| FITB | New | FIFTH THIRD BANCORP | $7,000 | – | 170 | +100.0% | 0.00% | – |
| PNFP | New | PINNACLE FINL PARTNERS INC | $6,000 | – | 67 | +100.0% | 0.00% | – |
| POWI | New | POWER INTEGRATIONS INC | $5,000 | – | 50 | +100.0% | 0.00% | – |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $10,000 | 0.0% | 294 | 0.0% | 0.00% | 0.0% | |
| FNCL | FIDELITY COVINGTON TRUSTmsci finls idx | $6,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% | |
| URE | PROSHARES TRult r/est new | $6,000 | -14.3% | 58 | 0.0% | 0.00% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $7,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% | |
| QS | Buy | QUANTUMSCAPE CORP | $5,000 | +25.0% | 260 | +30.0% | 0.00% | – |
| RPD | New | RAPID7 INC | $7,000 | – | 60 | +100.0% | 0.00% | – |
| ETSY | ETSY INC | $7,000 | -41.7% | 55 | 0.0% | 0.00% | 0.0% | |
| ROLL | New | RBC BEARINGS INC | $6,000 | – | 30 | +100.0% | 0.00% | – |
| REG | REGENCY CTRS CORP | $10,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% | |
| RCII | New | RENT A CTR INC NEW | $9,000 | – | 350 | +100.0% | 0.00% | – |
| ENTG | New | ENTEGRIS INC | $6,000 | – | 45 | +100.0% | 0.00% | – |
| ET | ENERGY TRANSFER L P | $7,000 | +16.7% | 692 | 0.0% | 0.00% | 0.0% | |
| ESRT | EMPIRE ST RLTY TR INCcl a | $11,000 | +10.0% | 1,095 | 0.0% | 0.00% | 0.0% | |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $8,000 | 0.0% | 227 | 0.0% | 0.00% | 0.0% | |
| ESI | New | ELEMENT SOLUTIONS INC | $6,000 | – | 276 | +100.0% | 0.00% | – |
| EVN | EATON VANCE MUNI INCOME TRUSsh ben int | $9,000 | -18.2% | 779 | 0.0% | 0.00% | 0.0% | |
| EMN | EASTMAN CHEM CO | $8,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| EBC | EASTERN BANKSHARES INC | $12,000 | +9.1% | 538 | 0.0% | 0.00% | 0.0% | |
| ITEQ | ETF MANAGERS TRbluestar israel | $11,000 | -15.4% | 200 | 0.0% | 0.00% | -50.0% | |
| JETS | ETF SER SOLUTIONSus glb jets | $7,000 | +16.7% | 300 | 0.0% | 0.00% | 0.0% | |
| DKNG | Buy | DRAFTKINGS INC | $8,000 | +100.0% | 397 | +170.1% | 0.00% | – |
| DSL | Sell | DOUBLELINE INCOME SOLUTIONS | $8,000 | -42.9% | 550 | -35.9% | 0.00% | -50.0% |
| SNY | Sell | SANOFIsponsored adr | $6,000 | 0.0% | 110 | -2.7% | 0.00% | 0.0% |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $12,000 | – | 245 | +100.0% | 0.00% | – |
| EDC | DIREXION SHS ETF TRdly emg mk bl 3x | $7,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $9,000 | – | 241 | +100.0% | 0.00% | – |
| DIN | DINE BRANDS GLOBAL INC | $7,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $12,000 | -25.0% | 100 | 0.0% | 0.00% | -50.0% | |
| DELL | DELL TECHNOLOGIES INCcl c | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
| DTM | DT MIDSTREAM INC | $6,000 | +20.0% | 103 | 0.0% | 0.00% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $7,000 | -12.5% | 150 | 0.0% | 0.00% | 0.0% | |
| SENS | SENSEONICS HLDGS INC | $11,000 | -26.7% | 5,750 | 0.0% | 0.00% | -50.0% | |
| CPNG | COUPANG INCcl a | $12,000 | -40.0% | 675 | 0.0% | 0.00% | -50.0% | |
| CTVA | Buy | CORTEVA INC | $11,000 | +57.1% | 199 | +38.2% | 0.00% | 0.0% |
| SBNY | New | SIGNATURE BK NEW YORK N Y | $8,000 | – | 26 | +100.0% | 0.00% | – |
| SLAB | New | SILICON LABORATORIES INC | $5,000 | – | 31 | +100.0% | 0.00% | – |
| CXW | CORECIVIC INC | $8,000 | +14.3% | 700 | 0.0% | 0.00% | 0.0% | |
| SNA | SNAP ON INC | $9,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $12,000 | – | 37 | +100.0% | 0.00% | – |
| SCCO | SOUTHERN COPPER CORP | $8,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| CMP | COMPASS MINERALS INTL INC | $5,000 | +25.0% | 86 | 0.0% | 0.00% | – | |
| SQ | Buy | BLOCK INCcl a | $9,000 | +800.0% | 65 | +1525.0% | 0.00% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $6,000 | – | 40 | +100.0% | 0.00% | – |
| STT | STATE STR CORP | $8,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| STOR | Sell | STORE CAP CORP | $8,000 | -27.3% | 285 | -13.9% | 0.00% | 0.0% |
| SSSS | SURO CAPITAL CORP | $9,000 | -35.7% | 1,100 | 0.0% | 0.00% | -50.0% | |
| CGNX | New | COGNEX CORP | $5,000 | – | 65 | +100.0% | 0.00% | – |
| TNDM | New | TANDEM DIABETES CARE INC | $12,000 | – | 100 | +100.0% | 0.00% | – |
| SKT | TANGER FACTORY OUTLET CTRS I | $12,000 | -7.7% | 700 | 0.0% | 0.00% | -50.0% | |
| COKE | COCA COLA CONS INC | $10,000 | -16.7% | 20 | 0.0% | 0.00% | 0.0% | |
| TS | TENARIS S Asponsored ads | $11,000 | +57.1% | 354 | 0.0% | 0.00% | 0.0% | |
| TDC | TERADATA CORP DEL | $5,000 | +25.0% | 102 | 0.0% | 0.00% | – | |
| NET | CLOUDFLARE INC | $11,000 | -8.3% | 90 | 0.0% | 0.00% | 0.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $5,000 | 0.0% | 503 | 0.0% | 0.00% | 0.0% | |
| DDD | New | 3-D SYS CORP DEL | $5,000 | – | 300 | +100.0% | 0.00% | – |
| TLRY | Buy | TILRAY BRANDS INC | $5,000 | +400.0% | 623 | +466.4% | 0.00% | – |
| BLD | TOPBUILD CORP | $11,000 | -35.3% | 60 | 0.0% | 0.00% | -50.0% | |
| TTC | New | TORO CO | $5,000 | – | 54 | +100.0% | 0.00% | – |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $9,000 | +80.0% | 170 | +54.5% | 0.00% | 0.0% |
| CE | CELANESE CORP DEL | $7,000 | -12.5% | 50 | 0.0% | 0.00% | 0.0% | |
| TNL | TRAVEL PLUS LEISURE CO | $5,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| CVCO | New | CAVCO INDS INC DEL | $5,000 | – | 19 | +100.0% | 0.00% | – |
| CTLT | New | CATALENT INC | $8,000 | – | 73 | +100.0% | 0.00% | – |
| TSN | New | TYSON FOODS INCcl a | $9,000 | – | 100 | +100.0% | 0.00% | – |
| UVE | UNIVERSAL INS HLDGS INC | $12,000 | -20.0% | 897 | 0.0% | 0.00% | -50.0% | |
| UNM | UNUM GROUP | $7,000 | +16.7% | 226 | 0.0% | 0.00% | 0.0% | |
| UBA | URSTADT BIDDLE PPTYS INCcl a | $6,000 | -14.3% | 318 | 0.0% | 0.00% | 0.0% | |
| GRNB | VANECK ETF TRUSTgreen bond etf | $6,000 | -14.3% | 250 | 0.0% | 0.00% | 0.0% | |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $9,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% | |
| ELY | New | CALLAWAY GOLF CO | $5,000 | – | 200 | +100.0% | 0.00% | – |
| BEPC | New | BROOKFIELD RENEWABLE CORPcl a sub vtg | $5,000 | – | 117 | +100.0% | 0.00% | – |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $7,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC | $9,000 | -10.0% | 4 | 0.0% | 0.00% | 0.0% | |
| MQY | BLACKROCK MUNIYILD QULT FD I | $5,000 | -16.7% | 374 | 0.0% | 0.00% | 0.0% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $5,000 | 0.0% | 751 | 0.0% | 0.00% | 0.0% | |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $12,000 | -81.0% | 233 | -81.1% | 0.00% | -85.7% |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $8,000 | – | 80 | +100.0% | 0.00% | – |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $10,000 | – | 49 | +100.0% | 0.00% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $5,000 | – | 28 | +100.0% | 0.00% | – |
| BKR | New | BAKER HUGHES COMPANYcl a | $5,000 | – | 145 | +100.0% | 0.00% | – |
| BRPM | B RILEY PRINCIPAL 150 MERGER | $5,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| BJ | New | BJS WHSL CLUB HLDGS INC | $8,000 | – | 114 | +100.0% | 0.00% | – |
| BCE | BCE INC | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CAR | AVIS BUDGET GROUP | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ABR | ARBOR REALTY TRUST INC | $5,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| VTRS | Sell | VIATRIS INC | $7,000 | -22.2% | 635 | -5.8% | 0.00% | 0.0% |
| APA | APA CORPORATION | $5,000 | 0.0% | 231 | 0.0% | 0.00% | 0.0% | |
| VSTO | Buy | VISTA OUTDOOR INC | $5,000 | -16.7% | 130 | +4.0% | 0.00% | 0.0% |
| VMW | VMWARE INC | $6,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| VOYA | New | VOYA FINANCIAL INC | $6,000 | – | 88 | +100.0% | 0.00% | – |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $10,000 | -9.1% | 1,465 | 0.0% | 0.00% | 0.0% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $8,000 | 0.0% | 180 | +14.6% | 0.00% | 0.0% |
| WM | Buy | WASTE MGMT INC DEL | $12,000 | +50.0% | 74 | +51.0% | 0.00% | 0.0% |
| WFC | WELLS FARGO CO NEW | $11,000 | 0.0% | 238 | 0.0% | 0.00% | 0.0% | |
| WEN | WENDYS CO | $5,000 | -16.7% | 236 | 0.0% | 0.00% | 0.0% | |
| WAL | New | WESTERN ALLIANCE BANCORP | $6,000 | – | 77 | +100.0% | 0.00% | – |
| GDO | New | WESTERN ASSET GLOBAL CORP DE | $10,000 | – | 694 | +100.0% | 0.00% | – |
| WHR | Buy | WHIRLPOOL CORP | $5,000 | +25.0% | 31 | +82.4% | 0.00% | – |
| ACC | Buy | AMERICAN CAMPUS CMNTYS INC | $7,000 | +133.3% | 125 | +108.3% | 0.00% | – |
| ADS | ALLIANCE DATA SYSTEMS CORP | $9,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| AA | New | ALCOA CORP | $8,000 | – | 85 | +100.0% | 0.00% | – |
| DWM | WISDOMTREE TRintl equity fd | $6,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
| ALB | New | ALBEMARLE CORP | $7,000 | – | 33 | +100.0% | 0.00% | – |
| DXJ | WISDOMTREE TRjapn hedge eqt | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ABNB | Buy | AIRBNB INC | $8,000 | +300.0% | 46 | +283.3% | 0.00% | – |
| AEM | Buy | AGNICO EAGLE MINES LTD | $6,000 | +200.0% | 97 | +136.6% | 0.00% | – |
| WYNN | WYNN RESORTS LTD | $9,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
| AFRM | New | AFFIRM HLDGS INC | $7,000 | – | 150 | +100.0% | 0.00% | – |
| New | ADTHEORENT HOLDING COMPANY | $10,000 | – | 1,000 | +100.0% | 0.00% | – | |
| ACHC | New | ACADIA HEALTHCARE COMPANY IN | $7,000 | – | 110 | +100.0% | 0.00% | – |
| ZEN | New | ZENDESK INC | $6,000 | – | 50 | +100.0% | 0.00% | – |
| ZG | ZILLOW GROUP INCcl a | $12,000 | -20.0% | 248 | 0.0% | 0.00% | -50.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $5,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| ALLE | Buy | ALLEGION PLC | $6,000 | +100.0% | 55 | +120.0% | 0.00% | – |
| AY | New | ATLANTICA SUSTAINABLE INFR P | $10,000 | – | 282 | +100.0% | 0.00% | – |
| BAP | CREDICORP LTD | $7,000 | +40.0% | 43 | 0.0% | 0.00% | 0.0% | |
| ARKF | Sell | ARK ETF TRfintech innova | $6,000 | -87.8% | 210 | -82.6% | 0.00% | -83.3% |
| HZNP | New | HORIZON THERAPEUTICS PUB L | $7,000 | – | 66 | +100.0% | 0.00% | – |
| LIN | New | LINDE PLC | $5,000 | – | 15 | +100.0% | 0.00% | – |
| ARKW | ARK ETF TRnext gnrtn inter | $9,000 | -25.0% | 101 | 0.0% | 0.00% | 0.0% | |
| APTV | APTIV PLC | $6,000 | -25.0% | 51 | 0.0% | 0.00% | 0.0% | |
| STE | New | STERIS PLC | $5,000 | – | 20 | +100.0% | 0.00% | – |
| GRMN | New | GARMIN LTD | $8,000 | – | 67 | +100.0% | 0.00% | – |
| TSEM | New | TOWER SEMICONDUCTOR LTD | $5,000 | – | 99 | +100.0% | 0.00% | – |
| EFV | ISHARES TReafe value etf | $12,000 | 0.0% | 234 | 0.0% | 0.00% | 0.0% | |
| IAI | Sell | ISHARES TRus br del se etf | $9,000 | -18.2% | 89 | -11.9% | 0.00% | 0.0% |
| WOOD | ISHARES TRgl timb fore etf | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| IYE | ISHARES TRu.s. energy etf | $12,000 | +33.3% | 299 | 0.0% | 0.00% | 0.0% | |
| IYG | ISHARES TRu.s. fin svc etf | $9,000 | -10.0% | 52 | 0.0% | 0.00% | 0.0% | |
| IWN | ISHARES TRrus 2000 val etf | $8,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| IBB | Buy | ISHARES TRishares biotech | $8,000 | – | 64 | +2033.3% | 0.00% | – |
| IGM | ISHARES TRexpnd tec sc etf | $7,000 | -12.5% | 18 | 0.0% | 0.00% | 0.0% | |
| IGV | ISHARES TRexpanded tech | $5,000 | -16.7% | 14 | 0.0% | 0.00% | 0.0% | |
| IXC | ISHARES TRglobal energ etf | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| IONQ INC | $10,000 | -23.1% | 800 | 0.0% | 0.00% | -50.0% | ||
| RDIV | Buy | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $9,000 | +12.5% | 195 | +0.5% | 0.00% | 0.0% |
| DGRO | ISHARES TRcore div grwth | $8,000 | 0.0% | 152 | 0.0% | 0.00% | 0.0% | |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $12,000 | +20.0% | 475 | 0.0% | 0.00% | 0.0% | |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $10,000 | – | 60 | +100.0% | 0.00% | – |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $8,000 | -11.1% | 145 | 0.0% | 0.00% | 0.0% | |
| CG | New | CARLYLE GROUP INC | $4,000 | – | 75 | +100.0% | 0.00% | – |
| CVET | COVETRUS INC | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| IDEV | ISHARES TRcore msci intl | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| Y | New | ALLEGHANY CORP MD | $3,000 | – | 4 | +100.0% | 0.00% | – |
| SVC | SERVICE PPTYS TR | $3,000 | 0.0% | 389 | 0.0% | 0.00% | – | |
| EES | WISDOMTREE TRus smallcap fund | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| SHOP | New | SHOPIFY INCcl a | $1,000 | – | 1 | +100.0% | 0.00% | – |
| WRK | WESTROCK CO | $0 | – | 12 | 0.0% | 0.00% | – | |
| DORM | New | DORMAN PRODS INC | $4,000 | – | 41 | +100.0% | 0.00% | – |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| GSV | GOLD STD VENTURES CORP | $1,000 | 0.0% | 3,000 | 0.0% | 0.00% | – | |
| DPZ | DOMINOS PIZZA INC | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| SCHW | SCHWAB CHARLES CORP | $3,000 | 0.0% | 94 | 0.0% | 0.00% | – | |
| GER | New | GOLDMAN SACHS MLP ENERGY REN | $2,000 | – | 133 | +100.0% | 0.00% | – |
| EAF | New | GRAFTECH INTL LTD | $1,000 | – | 114 | +100.0% | 0.00% | – |
| HII | Sell | HUNTINGTON INGALLS INDS INC | $0 | -100.0% | 1 | -99.0% | 0.00% | -100.0% |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $2,000 | – | 88 | +100.0% | 0.00% | – |
| GPK | New | GRAPHIC PACKAGING HLDG CO | $4,000 | – | 200 | +100.0% | 0.00% | – |
| WMB | WILLIAMS COS INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| AMC | AMC ENTMT HLDGS INC | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| AAL | AMERICAN AIRLS GROUP INC | $2,000 | 0.0% | 112 | 0.0% | 0.00% | – | |
| SA | SEABRIDGE GOLD INC | $3,000 | 0.0% | 160 | 0.0% | 0.00% | – | |
| AJX | GREAT AJAX CORP | $4,000 | -20.0% | 344 | 0.0% | 0.00% | -100.0% | |
| GRWG | GROWGENERATION CORP | $0 | – | 24 | 0.0% | 0.00% | – | |
| XRAY | DENTSPLY SIRONA INC | $0 | – | 310 | 0.0% | 0.00% | – | |
| DAL | DELTA AIR LINES INC DEL | $0 | – | 3 | 0.0% | 0.00% | – | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $0 | – | 112 | 0.0% | 0.00% | – | |
| DDOG | DATADOG INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| Sell | KYNDRYL HLDGS INC | $1,000 | -80.0% | 46 | -82.6% | 0.00% | -100.0% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $4,000 | – | 20 | +100.0% | 0.00% | – |
| SI | SILVERGATE CAP CORPcl a | $0 | – | 60 | 0.0% | 0.00% | – | |
| KIM | Buy | KIMCO RLTY CORP | $2,000 | 0.0% | 98 | +1.0% | 0.00% | – |
| TECB | New | ISHARES TRus tech brkthr | $3,000 | – | 70 | +100.0% | 0.00% | – |
| SOFI | SOFI TECHNOLOGIES INC | $0 | – | 20 | 0.0% | 0.00% | – | |
| GSG | ISHARES S&P GSCI COMMODITYISHARESunit ben int | $0 | – | 340 | 0.0% | 0.00% | – | |
| SONY | SONY GROUP CORPORATIONsponsored adr | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| STZ | New | CONSTELLATION BRANDS INCcl a | $3,000 | – | 15 | +100.0% | 0.00% | – |
| IAK | ISHARES TRu.s. insrnce etf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| CMPX | New | COMPASS THERAPEUTICS INC | $2,000 | – | 1,483 | +100.0% | 0.00% | – |
| HTA | HEALTHCARE TR AMER INCcl a new | $4,000 | 0.0% | 120 | 0.0% | 0.00% | – | |
| HUSA | New | HOUSTON AMERN ENERGY CORP | $0 | – | 100 | +100.0% | 0.00% | – |
| SFM | New | SPROUTS FMRS MKT INC | $2,000 | – | 74 | +100.0% | 0.00% | – |
| KLIC | New | KULICKE & SOFFA INDS INC | $2,000 | – | 35 | +100.0% | 0.00% | – |
| STAG | STAG INDL INC | $0 | -100.0% | 11 | 0.0% | 0.00% | – | |
| IGF | ISHARES TRglb infrastr etf | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| MMC | New | MARSH & MCLENNAN COS INC | $4,000 | – | 25 | +100.0% | 0.00% | – |
| WOLFSPEED INC | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | ||
| CMA | COMERICA INC | $0 | – | 80 | 0.0% | 0.00% | – | |
| MPC | New | MARATHON PETE CORP | $4,000 | – | 50 | +100.0% | 0.00% | – |
| RUN | SUNRUN INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| SWCH | SWITCH INCcl a | $0 | – | 10 | 0.0% | 0.00% | – | |
| TFSL | TFS FINL CORP | $3,000 | -25.0% | 200 | 0.0% | 0.00% | – | |
| MANDIANT INC | $0 | – | 6 | 0.0% | 0.00% | – | ||
| WWE | WORLD WRESTLING ENTMT INCcl a | $0 | – | 100 | 0.0% | 0.00% | – | |
| M | MACYS INC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| WW | New | WW INTL INC | $0 | – | 25 | +100.0% | 0.00% | – |
| REM | ISHARES TRmortge rel etf | $0 | – | 14 | 0.0% | 0.00% | – | |
| AGZ | ISHARES TRagency bond etf | $3,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| RCL | ROYAL CARIBBEAN GROUP | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| GIM | TEMPLETON GLOBAL INCOME FD | $2,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
| TXG | 10X GENOMICS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| XRX | XEROX HOLDINGS CORP | $0 | – | 248 | 0.0% | 0.00% | – | |
| YETI | YETI HLDGS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| IPAC | ISHARES TRcore msci pac | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| CHD | New | CHURCH & DWIGHT CO INC | $3,000 | – | 35 | +100.0% | 0.00% | – |
| CHWY | CHEWY INCcl a | $3,000 | -25.0% | 64 | 0.0% | 0.00% | – | |
| TTD | THE TRADE DESK INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| CHGG | CHEGG INC | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| HRTX | HERON THERAPEUTICS INC | $2,000 | -33.3% | 275 | 0.0% | 0.00% | – | |
| PHB | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $2,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| CRNC | CERENCE INC | $0 | -100.0% | 12 | 0.0% | 0.00% | – | |
| New | ZIMVIE INC | $0 | – | 3 | +100.0% | 0.00% | – | |
| ESTC | ELASTIC N V | $0 | – | 3 | 0.0% | 0.00% | – | |
| CVE | CENOVUS ENERGY INC | $1,000 | 0.0% | 95 | 0.0% | 0.00% | – | |
| ICLK | New | ICLICK INTERACTIVE ASIA GROUsponsored adr | $0 | – | 49 | +100.0% | 0.00% | – |
| WY | Exit | WEYERHAEUSER CO MTN BE | $0 | – | -100 | -100.0% | 0.00% | – |
| INO | INOVIO PHARMACEUTICALS INC | $2,000 | -33.3% | 625 | 0.0% | 0.00% | – | |
| ZIOP | ALAUNOS THERAPEUTICS INC | $2,000 | -33.3% | 2,500 | 0.0% | 0.00% | – | |
| AOD | New | ABERDEEN TOTAL DYNAMIC DIVD | $3,000 | – | 300 | +100.0% | 0.00% | – |
| TA | TRAVELCENTERS OF AMERICA INC | $2,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| NXPI | New | NXP SEMICONDUCTORS N V | $4,000 | – | 20 | +100.0% | 0.00% | – |
| TRVG | TRIVAGO N V | $0 | – | 100 | 0.0% | 0.00% | – | |
| ZS | ZSCALER INC | $0 | -100.0% | 2 | 0.0% | 0.00% | – | |
| TTOO | T2 BIOSYSTEMS INC | $2,000 | 0.0% | 3,000 | 0.0% | 0.00% | – | |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $4,000 | 0.0% | 39 | +85.7% | 0.00% | – |
| LYV | Buy | LIVE NATION ENTERTAINMENT IN | $2,000 | +100.0% | 20 | +300.0% | 0.00% | – |
| DRW | WISDOMTREE TRglb ex us rl est | $0 | – | 1,763 | 0.0% | 0.00% | – | |
| UBER | UBER TECHNOLOGIES INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| ULBI | ULTRALIFE CORP | $0 | – | 500 | 0.0% | 0.00% | – | |
| CAH | CARDINAL HEALTH INC | $2,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| UBSI | New | UNITED BANKSHARES INC WEST V | $2,000 | – | 50 | +100.0% | 0.00% | – |
| CWH | CAMPING WORLD HLDGS INCcl a | $0 | – | 113 | 0.0% | 0.00% | – | |
| LAC | LITHIUM AMERS CORP NEW | $2,000 | +100.0% | 50 | 0.0% | 0.00% | – | |
| CCJ | CAMECO CORP | $2,000 | +100.0% | 52 | 0.0% | 0.00% | – | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,000 | 0.0% | 137 | 0.0% | 0.00% | – | |
| TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -8 | -100.0% | 0.00% | – |
| ZNGA | ZYNGA INCcl a | $0 | – | 30 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC | $0 | – | 5 | 0.0% | 0.00% | – | |
| IDEX | IDEANOMICS INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| VALE | VALE S Asponsored ads | $0 | – | 128 | 0.0% | 0.00% | – | |
| GDX | VANECK ETF TRUSTgold miners etf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| AMCR | AMCOR PLCord | $4,000 | 0.0% | 329 | 0.0% | 0.00% | – | |
| AON | New | AON PLC | $3,000 | – | 8 | +100.0% | 0.00% | – |
| TEAM | ATLASSIAN CORP PLCcl a | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| BUZZ | VANECK ETF TRUSTsocial sentiment | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| CHRW | C H ROBINSON WORLDWIDE INC | $0 | – | 120 | 0.0% | 0.00% | – | |
| BURL | Buy | BURLINGTON STORES INC | $3,000 | – | 14 | +1300.0% | 0.00% | – |
| ILMN | New | ILLUMINA INC | $2,000 | – | 5 | +100.0% | 0.00% | – |
| ARKX | ARK ETF TRark space expl | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| BRMK | BROADMARK RLTY CAP INC | $4,000 | 0.0% | 467 | 0.0% | 0.00% | – | |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $2,000 | – | 15 | +100.0% | 0.00% | – |
| BHF | Sell | BRIGHTHOUSE FINL INC | $0 | -100.0% | 2 | -86.7% | 0.00% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $4,000 | – | 51 | +100.0% | 0.00% | – |
| IEF | ISHARES TRbarclays 7 10 yr | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| BLNK | BLINK CHARGING CO | $0 | – | 16 | 0.0% | 0.00% | – | |
| EGF | BLACKROCK ENHANCED GOVT FD I | $0 | – | 709 | 0.0% | 0.00% | – | |
| PBW | Sell | INVESCO EXCHANGE TRADED FD Twilderhil clan | $0 | -100.0% | 8 | -86.2% | 0.00% | – |
| HWM | New | HOWMET AEROSPACE INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| HRL | HORMEL FOODS CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| VWOB | Sell | VANGUARD WHITEHALL FDSemerg mkt bd etf | $0 | – | 1 | -75.0% | 0.00% | – |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| BNGO | BIONANO GENOMICS INC | $0 | – | 130 | 0.0% | 0.00% | – | |
| BIIB | BIOGEN INC | $3,000 | -25.0% | 15 | 0.0% | 0.00% | – | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $2,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| BIO | New | BIO RAD LABS INCcl a | $3,000 | – | 6 | +100.0% | 0.00% | – |
| BILI | New | BILIBILI INCspons ads rep z | $1,000 | – | 24 | +100.0% | 0.00% | – |
| BIG | New | BIG LOTS INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| BHP | BHP GROUP LTDsponsored ads | $3,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| BBY | New | BEST BUY INC | $4,000 | – | 41 | +100.0% | 0.00% | – |
| DNUT | KRISPY KREME INC | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| B | BARNES GROUP INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| ILCG | ISHARES TRmorningstar grwt | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| LTRPA | LIBERTY TRIPADVISOR HLDGS IN | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| OEF | ISHARES TRs&p 100 etf | $0 | – | 98 | 0.0% | 0.00% | – | |
| SAN | BANCO SANTANDER S.A.adr | $0 | – | 97 | 0.0% | 0.00% | – | |
| LBRDK | New | LIBERTY BROADBAND CORP | $4,000 | – | 30 | +100.0% | 0.00% | – |
| BLDP | BALLARD PWR SYS INC NEW | $1,000 | 0.0% | 535 | 0.0% | 0.00% | – | |
| JHME | New | JOHN HANCOCK EXCHANGE TRADEDmltfactor enrg | $0 | – | 5 | +100.0% | 0.00% | – |
| KTB | KONTOOR BRANDS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| NVT | NVENT ELECTRIC PLC | $0 | – | 2 | 0.0% | 0.00% | – | |
| LMND | LEMONADE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| PAX | New | PATRIA INVESTMENTS LIMITED | $2,000 | – | 90 | +100.0% | 0.00% | – |
| BGS | New | B & G FOODS INC NEW | $3,000 | – | 105 | +100.0% | 0.00% | – |
| PNR | PENTAIR PLC | $2,000 | -33.3% | 43 | 0.0% | 0.00% | – | |
| AVTR | New | AVANTOR INC | $3,000 | – | 97 | +100.0% | 0.00% | – |
| AVNS | AVANOS MED INC | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| ALV | AUTOLIV INC | $0 | – | 44 | 0.0% | 0.00% | – | |
| ADSK | AUTODESK INC | $1,000 | -50.0% | 6 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $4,000 | – | 61 | +6000.0% | 0.00% | – |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $2,000 | +100.0% | 50 | 0.0% | 0.00% | – | |
| OKTA | OKTA INCcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
| ONB | OLD NATL BANCORP IND | $0 | – | 6 | 0.0% | 0.00% | – | |
| ARLO | ARLO TECHNOLOGIES INC | $0 | – | 30 | 0.0% | 0.00% | – | |
| OMC | OMNICOM GROUP INC | $0 | – | 72 | 0.0% | 0.00% | – | |
| FLO | New | FLOWERS FOODS INC | $3,000 | – | 103 | +100.0% | 0.00% | – |
| OPEN | OPENDOOR TECHNOLOGIES INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| NFRA | Buy | FLEXSHARES TRstoxx globr inf | $1,000 | 0.0% | 21 | +5.0% | 0.00% | – |
| FCPT | FOUR CORNERS PPTY TR INC | $4,000 | -20.0% | 158 | 0.0% | 0.00% | -100.0% | |
| Sell | ORION OFFICE REIT INC | $1,000 | -66.7% | 102 | -37.8% | 0.00% | – | |
| LDOS | New | LEIDOS HOLDINGS INC | $2,000 | – | 23 | +100.0% | 0.00% | – |
| FNV | FRANCO NEV CORP | $4,000 | +33.3% | 24 | 0.0% | 0.00% | – | |
| IPOD | SOCIAL CAPITAL HEDOSOPHA HLD | $0 | – | 25 | 0.0% | 0.00% | – | |
| ATR | New | APTARGROUP INC | $4,000 | – | 30 | +100.0% | 0.00% | – |
| VERU | VERU INC | $2,000 | -33.3% | 500 | 0.0% | 0.00% | – | |
| SRVR | New | PACER FDS TRbnchmrk infra | $2,000 | – | 51 | +100.0% | 0.00% | – |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $0 | – | 15 | 0.0% | 0.00% | – | |
| PAAS | New | PAN AMERN SILVER CORP | $2,000 | – | 55 | +100.0% | 0.00% | – |
| PH | New | PARKER-HANNIFIN CORP | $3,000 | – | 9 | +100.0% | 0.00% | – |
| NVO | NOVO-NORDISK A Sadr | $3,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| FLGT | Buy | FULGENT GENETICS INC | $3,000 | +200.0% | 56 | +700.0% | 0.00% | – |
| GTX | GARRETT MOTION INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| GBCI | New | GLACIER BANCORP INC NEW | $3,000 | – | 55 | +100.0% | 0.00% | – |
| VRT | New | VERTIV HOLDINGS CO | $2,000 | – | 148 | +100.0% | 0.00% | – |
| PFGC | New | PERFORMANCE FOOD GROUP CO | $4,000 | – | 86 | +100.0% | 0.00% | – |
| PSTH | PERSHING SQUARE TONTINE HLDG | $4,000 | 0.0% | 180 | 0.0% | 0.00% | – | |
| VIAC | Sell | PARAMOUNT GLOBAL | $1,000 | -94.7% | 16 | -97.4% | 0.00% | -100.0% |
| GPN | New | GLOBAL PMTS INC | $2,000 | – | 17 | +100.0% | 0.00% | – |
| IPOF | SOCIAL CAPITAL HEDOSOPHA HLD | $0 | – | 25 | 0.0% | 0.00% | – | |
| NEP | New | NEXTERA ENERGY PARTNERS LP | $4,000 | – | 48 | +100.0% | 0.00% | – |
| FRC | New | FIRST REP BK SAN FRANCISCO C | $3,000 | – | 20 | +100.0% | 0.00% | – |
| AG | FIRST MAJESTIC SILVER CORP | $4,000 | 0.0% | 332 | 0.0% | 0.00% | – | |
| APPN | APPIAN CORPcl a | $0 | – | 3 | 0.0% | 0.00% | – | |
| EEMS | ISHARES INCem mkt sm-cp etf | $3,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
| PINS | PINTEREST INCcl a | $0 | – | 3 | 0.0% | 0.00% | – | |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $2,000 | 0.0% | 73 | +12.3% | 0.00% | – |
| PIPR | New | PIPER SANDLER COMPANIES | $4,000 | – | 32 | +100.0% | 0.00% | – |
| NWS | NEWS CORP NEWcl b | $0 | – | 352 | 0.0% | 0.00% | – | |
| PLUG | PLUG POWER INC | $0 | – | 132 | 0.0% | 0.00% | – | |
| PTE | POLARITYTE INC | $0 | – | 20 | 0.0% | 0.00% | – | |
| NWSA | NEWS CORP NEWcl a | $1,000 | 0.0% | 110 | 0.0% | 0.00% | – | |
| LIFE | ATYR PHARMA INC | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| FRGI | FIESTA RESTAURANT GROUP INC | $4,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| RDFN | Exit | REDFIN CORP | $0 | – | -20 | -100.0% | 0.00% | – |
| NWL | NEWELL BRANDS INC | $3,000 | 0.0% | 148 | 0.0% | 0.00% | – | |
| NYCB | NEW YORK CMNTY BANCORP INC | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| NEWP | NEW PAC METALS CORP | $2,000 | 0.0% | 550 | 0.0% | 0.00% | – | |
| PRGO | PERRIGO CO PLC | $4,000 | 0.0% | 101 | 0.0% | 0.00% | – | |
| GMED | New | GLOBUS MED INCcl a | $4,000 | – | 49 | +100.0% | 0.00% | – |
| IP | Exit | INTERNATIONAL PAPER CO | $0 | – | -9 | -100.0% | 0.00% | – |
| NCR | NCR CORP NEW | $4,000 | 0.0% | 102 | 0.0% | 0.00% | – | |
| MSI | MOTOROLA SOLUTIONS INC | $0 | – | 32 | 0.0% | 0.00% | – | |
| MOS | New | MOSAIC CO NEW | $1,000 | – | 21 | +100.0% | 0.00% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -17 | -100.0% | 0.00% | – |
| FMC | New | FMC CORP | $4,000 | – | 30 | +100.0% | 0.00% | – |
| EXPO | New | EXPONENT INC | $4,000 | – | 36 | +100.0% | 0.00% | – |
| KSS | KOHLS CORP | $2,000 | +100.0% | 25 | 0.0% | 0.00% | – | |
| EXPE | New | EXPEDIA GROUP INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| PSTG | PURE STORAGE INCcl a | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| GL | New | GLOBE LIFE INC | $2,000 | – | 20 | +100.0% | 0.00% | – |
| PPT | Buy | PUTNAM PREMIER INCOME TRsh ben int | $1,000 | 0.0% | 177 | +1.7% | 0.00% | – |
| KWR | New | QUAKER HOUGHTON | $3,000 | – | 19 | +100.0% | 0.00% | – |
| Exit | GRAB HOLDINGS LIMITEDclass a ord | $0 | – | -210 | -100.0% | 0.00% | – | |
| EXAS | EXACT SCIENCES CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| VYGR | VOYAGER THERAPEUTICS INC | $1,000 | – | 70 | 0.0% | 0.00% | – | |
| QUOIN PHARMACEUTICALS LTDspon ads new 21 | $0 | – | 25 | 0.0% | 0.00% | – | ||
| RPM | New | RPM INTL INC | $4,000 | – | 46 | +100.0% | 0.00% | – |
| Exit | JOBY AVIATION INC | $0 | – | -251 | -100.0% | 0.00% | – | |
| ANSS | ANSYS INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| KL | Exit | KIRKLAND LAKE GOLD LTD | $0 | – | -71 | -100.0% | 0.00% | – |
| WAB | WABTEC | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| ERIC | ERICSSONadr b sek 10 | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| CVAC | CUREVAC N V | $0 | – | 1 | 0.0% | 0.00% | – | |
| IPO | Buy | RENAISSANCE CAP GREENWICH FDipo etf | $3,000 | +50.0% | 61 | +48.8% | 0.00% | – |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $0 | – | 2 | 0.0% | 0.00% | – | |
| REPL | REPLIMUNE GROUP INC | $3,000 | -40.0% | 200 | 0.0% | 0.00% | -100.0% | |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| RBBN | RIBBON COMMUNICATIONS INC | $2,000 | -33.3% | 500 | 0.0% | 0.00% | – | |
| RBA | New | RITCHIE BROS AUCTIONEERS | $4,000 | – | 60 | +100.0% | 0.00% | – |
| New | RIVIAN AUTOMOTIVE INC | $1,000 | – | 19 | +100.0% | 0.00% | – | |
| RHI | New | ROBERT HALF INTL INC | $3,000 | – | 26 | +100.0% | 0.00% | – |
| ROBINHOOD MKTS INC | $3,000 | -25.0% | 214 | 0.0% | 0.00% | – | ||
| RBLX | ROBLOX CORPcl a | $3,000 | -50.0% | 60 | 0.0% | 0.00% | -100.0% | |
| ROKU | ROKU INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| MNMD | New | MIND MEDICINE MINDMED INC | $0 | – | 405 | +100.0% | 0.00% | – |
| EQX | EQUINOX GOLD CORP | $2,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| CACI | Exit | CACI INTL INCcl a | $0 | – | -8 | -100.0% | 0.00% | – |
| ENOVIX CORPORATION | $1,000 | -50.0% | 63 | 0.0% | 0.00% | – | ||
| ENR | ENERGIZER HLDGS INC NEW | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| SMMD | ISHARES TRrusel 2500 etf | $0 | – | 2 | 0.0% | 0.00% | – | |
| AMRX | AMNEAL PHARMACEUTICALS INC | $0 | – | 25 | 0.0% | 0.00% | – | |
| ABC | New | AMERISOURCEBERGEN CORP | $4,000 | – | 25 | +100.0% | 0.00% | – |
| EA | ELECTRONIC ARTS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| SOLO | ELECTRAMECCANICA VEHS CORP | $0 | – | 100 | 0.0% | 0.00% | – | |
| PSK | New | SPDR SER TRice pfd sec etf | $3,000 | – | 70 | +100.0% | 0.00% | – |
| Exit | ROCKET LAB USA INC | $0 | – | -161 | -100.0% | 0.00% | – | |
| NIO | Exit | NIO INCspon ads | $0 | – | -10 | -100.0% | 0.00% | – |
| EDIT | EDITAS MEDICINE INC | $3,000 | -25.0% | 150 | 0.0% | 0.00% | – | |
| ASGN | New | ASGN INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
| EVF | EATON VANCE SR INCOME TRsh ben int | $4,000 | 0.0% | 595 | 0.0% | 0.00% | – | |
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $1,000 | – | 12 | +100.0% | 0.00% | – |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | -100.0% | 3 | 0.0% | 0.00% | – | |
| EWBC | New | EAST WEST BANCORP INC | $4,000 | – | 53 | +100.0% | 0.00% | – |
| EXP | New | EAGLE MATLS INC | $4,000 | – | 35 | +100.0% | 0.00% | – |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $2,000 | – | 4 | +100.0% | 0.00% | – |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $4,000 | 0.0% | 395 | 0.0% | 0.00% | – | |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $2,000 | – | 29 | +100.0% | 0.00% | – |
| FVRR | FIVERR INTL LTD | $0 | – | 2 | 0.0% | 0.00% | – | |
| JNK | New | SPDR SER TRbloomberg high y | $1,000 | – | 14 | +100.0% | 0.00% | – |
| SSYS | New | STRATASYS LTD | $4,000 | – | 170 | +100.0% | 0.00% | – |
| SBRA | SABRA HEALTH CARE REIT INC | $4,000 | 0.0% | 280 | 0.0% | 0.00% | – | |
| BIP | Exit | BROOKFIELD INFRAST PARTNERSlp int unit | $0 | – | -200 | -100.0% | -0.00% | – |
| FPX | Exit | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $0 | – | -97 | -100.0% | -0.00% | – |
| NUAN | Exit | NUANCE COMMUNICATIONS INC | $0 | – | -100 | -100.0% | -0.00% | – |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -200 | -100.0% | -0.00% | – |
| OC | Exit | OWENS CORNING NEW | $0 | – | -50 | -100.0% | -0.00% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -200 | -100.0% | -0.00% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -166 | -100.0% | -0.00% | – |
| STX | Exit | SEAGATE TECHNOLOGY HLDNGS PL | $0 | – | -200 | -100.0% | -0.00% | – |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -200 | -100.0% | -0.00% | – |
| DOW | Exit | DOW INC | $0 | – | -367 | -100.0% | -0.00% | – |
| ASO | Exit | ACADEMY SPORTS & OUTDOORS IN | $0 | – | -400 | -100.0% | -0.00% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -213 | -100.0% | -0.00% | – |
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -1,090 | -100.0% | -0.00% | – |
| MTB | Exit | M & T BK CORP | $0 | – | -82 | -100.0% | -0.00% | – |
| ROBO | Exit | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $0 | – | -400 | -100.0% | -0.00% | – |
| FRT | Exit | FEDERAL RLTY INVT TRsh ben int new | $0 | – | -166 | -100.0% | -0.00% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -281 | -100.0% | -0.00% | – |
| FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -259 | -100.0% | -0.00% | – |
| FIDU | Exit | FIDELITY COVINGTON TRUSTmsci indl indx | $0 | – | -841 | -100.0% | -0.01% | – |
| FDLO | Exit | FIDELITY COVINGTON TRUSTlow volity etf | $0 | – | -800 | -100.0% | -0.01% | – |
| EBIZ | Exit | GLOBAL X FDS | $0 | – | -1,500 | -100.0% | -0.01% | – |
| EMNT | Exit | PIMCO ETF TRenhancd short | $0 | – | -1,500 | -100.0% | -0.02% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -848 | -100.0% | -0.02% | – |
| ULST | Exit | SSGA ACTIVE ETF TRult sht trm bd | $0 | – | -10,500 | -100.0% | -0.05% | – |
| GCC | Exit | WISDOMTREE TRenhncd cmmdty st | $0 | – | -77,743 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-05
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 | 2024-04-23 |
| 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 |
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.